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Micron Technology Inc (MU)

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
Shares28,246,108 from 27,705,797
Change+540,311 (+2%)
Value$30.0B (-$1.9B)
Filed 2026-11-06
Amundi
INCREASED
Shares7,304,325 from 4,380,730
Change+2,923,595 (+67%)
Value$7.8B (+$2.7B)
Filed 2026-11-06
Aberdeen Group plc
INCREASED
Shares7,084,241 from 821,638
Change+6,262,603 (+762%)
Value$3.6B (+$2.6B)
Filed 2026-11-06
Bank of New York Mellon Corp
DECREASED
Shares6,950,772 from 7,145,760
Change-194,988 (-3%)
Value$7.4B (-$844.9M)
Filed 2026-11-05
Barclays PLC
DECREASED
Shares6,583,905 from 7,009,200
Change-425,295 (-6%)
Value$7.0B (-$1.1B)
Filed 2026-11-06
Dimensional Fund Advisors LP
DECREASED
Shares6,294,330 from 6,768,971
Change-474,641 (-7%)
Value$6.7B (-$1.1B)
Filed 2026-11-04
Deutsche Bank Ag\
INCREASED
Shares5,245,710 from 4,794,836
Change+450,874 (+9%)
Value$5.6B (+$52.6M)
Filed 2026-11-06
Citigroup Inc
DECREASED
Shares3,347,641 from 5,298,369
Change-1,950,728 (-37%)
Value$3.6B (-$2.6B)
Filed 2026-11-04
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares3,056,632 from 2,876,227
Change+180,405 (+6%)
Value$3.3B (-$64.4M)
Filed 2026-11-05
Assenagon Asset Management S.A.
INCREASED
Shares2,805,455 from 172,319
Change+2,633,136 (+1528%)
Value$3.0B (+$2.8B)
Filed 2026-10-15
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares2,755,327 from 2,924,413
Change-169,086 (-6%)
Value$2.9B (-$440.9M)
Filed 2026-10-29
Swedbank AB
DECREASED
Shares1,947,317 from 2,378,237
Change-430,920 (-18%)
Value$2.1B (-$671.1M)
Filed 2026-10-27
LPL Financial LLC
INCREASED
Shares1,656,601 from 1,557,834
Change+98,767 (+6%)
Value$1.8B (-$33.7M)
Filed 2026-11-06
Principal Financial Group Inc
DECREASED
Shares1,655,877 from 1,674,981
Change-19,104 (-1%)
Value$1.8B (-$169.7M)
Filed 2026-11-02
Daiwa Securities Group Inc.
INCREASED
Shares1,451,919 from 1,222,797
Change+229,122 (+19%)
Value$1.5B (+$135.0M)
Filed 2026-10-29
ProShare Advisors LLC
INCREASED
Shares1,414,904 from 1,327,424
Change+87,480 (+7%)
Value$1.5B (-$25.2M)
Filed 2026-10-29
Russell Investments Group, Ltd.
DECREASED
Shares1,362,993 from 1,579,950
Change-216,957 (-14%)
Value$1.5B (-$370.3M)
Filed 2026-11-06
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares1,349,359 from 1,325,376
Change+23,983 (+2%)
Value$1.4B (-$92.7M)
Filed 2026-11-03
DekaBank Deutsche Girozentrale
INCREASED
Shares1,162,043 from 1,004,483
Change+157,560 (+16%)
Value$1.2M (+$901.7K)
Filed 2026-10-27
Pictet Asset Management Holding SA
DECREASED
Shares1,017,276 from 1,060,258
Change-42,982 (-4%)
Value$1.1B (-$140.3M)
Filed 2026-11-03
Robeco Institutional Asset Management B.V.
DECREASED
Shares980,575 from 1,022,996
Change-42,421 (-4%)
Value$1.0B (-$136.4M)
Filed 2026-10-20
Neos Investment Management LLC
INCREASED
Shares966,612 from 848,739
Change+117,873 (+14%)
Value$1.0B (+$49.9M)
Filed 2026-11-04
KBC Group NV
INCREASED
Shares903,039 from 784,498
Change+118,541 (+15%)
Value$961.8K (-$904.6M)
Filed 2026-10-22
New York State Teachers Retirement System
DECREASED
Shares846,058 from 879,390
Change-33,332 (-4%)
Value$901.1K (-$1.0B)
Filed 2026-10-22
US Bancorp \de\
DECREASED
Shares751,388 from 768,857
Change-17,469 (-2%)
Value$800.3M (-$87.2M)
Filed 2026-11-05
PFA Pension, Forsikringsaktieselskab
DECREASED
Shares669,103 from 671,006
Change-1,903 (0%)
Value$712.7M (-$61.9M)
Filed 2026-11-06
MacKenzie Financial Corp
INCREASED
Shares666,003 from 567,565
Change+98,438 (+17%)
Value$709.4M (+$54.2M)
Filed 2026-11-02
Eurizon Capital SGR S.p.A.
INCREASED
Shares626,872 from 586,719
Change+40,153 (+7%)
Value$668.0M (-$7.6M)
Filed 2026-11-06
PNC Financial Services Group, Inc.
INCREASED
Shares622,400 from 507,986
Change+114,414 (+23%)
Value$662.9M (+$76.6M)
Filed 2026-11-06
CIBC Asset Management Inc
INCREASED
Shares570,693 from 536,729
Change+33,964 (+6%)
Value$607.6M (-$11.9M)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares570,291 from 623,933
Change-53,642 (-9%)
Value$565.2M (-$14.8M)
Filed 2026-10-13
Allspring Global Investments Holdings, LLC
INCREASED
Shares557,658 from 507,643
Change+50,015 (+10%)
Value$612.0M (+$87.9M)
Filed 2026-11-04
Asset Management One Co., Ltd.
INCREASED
Shares534,799 from 530,154
Change+4,645 (+1%)
Value$569.6M (-$42.3M)
Filed 2026-10-27
LSV Asset Management
INCREASED
Shares510,723 from 467,962
Change+42,761 (+9%)
Value$544.0K (-$539.6M)
Filed 2026-11-06
Natixis
DECREASED
Shares508,773 from 605,581
Change-96,808 (-16%)
Value$541.9M (-$157.1M)
Filed 2026-11-06
SEB Asset Management AB
INCREASED
Shares492,096 from 460,698
Change+31,398 (+7%)
Value$524.1M (-$7.6M)
Filed 2026-11-04
Creative Planning
INCREASED
Shares482,733 from 449,717
Change+33,016 (+7%)
Value$514.2M (-$4.9M)
Filed 2026-11-02
Cardano Risk Management B.V.
INCREASED
Shares451,553 from 334,063
Change+117,490 (+35%)
Value$481.0K (+$95.3K)
Filed 2026-10-20
Candriam S.C.A.
DECREASED
Shares421,356 from 423,394
Change-2,038 (0%)
Value$450.4M (-$37.8M)
Filed 2026-11-03
Thrivent Financial for Lutherans
INCREASED
Shares404,836 from 358,825
Change+46,011 (+13%)
Value$431.5K (-$413.7M)
Filed 2026-11-05
Assetmark, Inc
INCREASED
Shares389,924 from 347,209
Change+42,715 (+12%)
Value$415.3M (+$14.5M)
Filed 2026-10-21
Retirement Systems of Alabama
DECREASED
Shares377,993 from 426,977
Change-48,984 (-11%)
Value$402.6M (-$90.3M)
Filed 2026-11-04
Vontobel Holding Ltd.
DECREASED
Shares374,904 from 396,264
Change-21,360 (-5%)
Value$399.3M (-$58.1M)
Filed 2026-10-16
State of Michigan Retirement System
DECREASED
Shares369,042 from 374,042
Change-5,000 (-1%)
Value$393.1M (-$38.7M)
Filed 2026-10-27
Strs Ohio
DECREASED
Shares365,471 from 398,561
Change-33,090 (-8%)
Value$389.3M (-$70.8M)
Filed 2026-10-30
State of New Jersey Common Pension Fund D
INCREASED
Shares364,744 from 364,643
Change+101 (+0%)
Value$388.5M (-$32.4M)
Filed 2026-11-05
Fifth Third Bancorp
INCREASED
Shares362,102 from 298,637
Change+63,465 (+21%)
Value$385.7M (+$41.0M)
Filed 2026-11-05
Oak Grove Capital LLC
INCREASED
Shares358,415 from 264,856
Change+93,559 (+35%)
Value$381.8M (+$76.0M)
Filed 2026-10-09
Nykredit A/S
INCREASED
Shares340,887 from 303,984
Change+36,903 (+12%)
Value$363.1M (+$12.2M)
Filed 2026-11-06
Mn Services Vermogensbeheer B.V.
INCREASED
Shares332,227 from 328,527
Change+3,700 (+1%)
Value$353.9K (-$378.9M)
Filed 2026-10-08
Xponance LLC
INCREASED
Shares330,585 from 316,243
Change+14,342 (+5%)
Value$352.1M (-$12.9M)
Filed 2026-11-03
Rakuten Investment Management, Inc.
INCREASED
Shares329,165 from 299,691
Change+29,474 (+10%)
Value$350.6M (+$7.4M)
Filed 2026-10-30
GF Fund Management Co. Ltd.
DECREASED
Shares325,584 from 448,075
Change-122,491 (-27%)
Value$346.8M (-$170.4M)
Filed 2026-10-26
Czech National Bank
INCREASED
Shares324,502 from 320,996
Change+3,506 (+1%)
Value$345.6M (-$24.9M)
Filed 2026-10-13
UniSuper Management Pty Ltd
INCREASED
Shares323,108 from 302,354
Change+20,754 (+7%)
Value$344.1M (-$4.9M)
Filed 2026-10-26
Calamos Advisors LLC
INCREASED
Shares318,597 from 313,454
Change+5,143 (+2%)
Value$339.3M (-$22.5M)
Filed 2026-11-02
Arizona State Retirement System
INCREASED
Shares318,534 from 312,924
Change+5,610 (+2%)
Value$339.3M (-$21.9M)
Filed 2026-11-03
Alecta Tjanstepension Omsesidigt
INCREASED
Shares298,120 from 181,120
Change+117,000 (+65%)
Value$317.5M (+$109.1M)
Filed 2026-11-02
Swiss Life Asset Management Ltd
INCREASED
Shares297,602 from 273,075
Change+24,527 (+9%)
Value$317.0M (+$1.8M)
Filed 2026-11-03
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED
Shares288,774 from 305,087
Change-16,313 (-5%)
Value$307.6M (-$44.6M)
Filed 2026-10-15
Imc-Chicago, LLC
DECREASED
Shares283,201 from 493,782
Change-210,581 (-43%)
Value$301.6M (-$268.3M)
Filed 2026-11-05
Commonwealth Equity Services, LLC
INCREASED
Shares280,570 from 271,845
Change+8,725 (+3%)
Value$298.8M (-$14.9M)
Filed 2026-11-02
Virginia Retirement Systems ET Al
INCREASED
Shares280,509 from 268,589
Change+11,920 (+4%)
Value$298.8M (-$11.3M)
Filed 2026-10-28
Bank Julius Baer & Co. Ltd, Zurich
INCREASED
Shares278,277 from 249,868
Change+28,409 (+11%)
Value$296.4M (+$8.3M)
Filed 2026-10-29
Lido Advisors, LLC
INCREASED
Shares276,985 from 251,538
Change+25,447 (+10%)
Value$295.0M (+$4.7M)
Filed 2026-11-04
BI Asset Management Fondsmaeglerselskab A/S
INCREASED
Shares273,772 from 266,778
Change+6,994 (+3%)
Value$291.6K (-$307.6M)
Filed 2026-10-22
Certuity, LLC
INCREASED
Shares270,340 from 269,762
Change+578 (+0%)
Value$287.9M (-$23.4M)
Filed 2026-11-02
WT Asset Management Ltd
DECREASED
Shares268,718 from 429,300
Change-160,582 (-37%)
Value$286.2M (-$209.3M)
Filed 2026-10-28
IFM Investors Pty Ltd
INCREASED
Shares266,728 from 258,078
Change+8,650 (+3%)
Value$284.1M (-$13.8M)
Filed 2026-10-14
Tensor Edge Capital, LLC
DECREASED
Shares259,123 from 271,199
Change-12,076 (-4%)
Value$276.0M (-$37.0M)
Filed 2026-11-06
Prime Capital Management Co Ltd
UNCHANGED
Shares252,618 from 252,618
Change0 (0%)
Value$269.1M (-$22.5M)
Filed 2026-11-06
AMF Tjanstepension AB
DECREASED
Shares251,574 from 253,300
Change-1,726 (-1%)
Value$268.0M (-$24.4M)
Filed 2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED
Shares249,521 from 249,086
Change+435 (+0%)
Value$265.8M (-$21.8M)
Filed 2026-11-03
Aegon Asset Management UK PLC
DECREASED
Shares243,636 from 252,108
Change-8,472 (-3%)
Value$259.5M (-$31.5M)
Filed 2026-11-04
Fund Resources Investment Holding Group Co Ltd
DECREASED
Shares240,622 from 542,994
Change-302,372 (-56%)
Value$256.3M (-$370.5M)
Filed 2026-11-03
Nisa Investment Advisors, LLC
DECREASED
Shares237,107 from 239,048
Change-1,941 (-1%)
Value$252.5M (-$23.4M)
Filed 2026-10-20
B. Metzler seel. Sohn & Co. AG
INCREASED
Shares231,645 from 99,397
Change+132,248 (+133%)
Value$246.7M (+$132.0M)
Filed 2026-10-30
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares229,879 from 216,740
Change+13,139 (+6%)
Value$244.8K (-$249.9M)
Filed 2026-11-02
William Blair Investment Management, LLC
INCREASED
Shares224,405 from 14,060
Change+210,345 (+1496%)
Value$239.0M (+$222.8M)
Filed 2026-11-06
Amalgamated Bank
DECREASED
Shares223,181 from 227,833
Change-4,652 (-2%)
Value$237.7K (-$262.7M)
Filed 2026-10-23
PensionDanmark Pensionsforsikringsaktieselskab
INCREASED
Shares221,828 from 218,417
Change+3,411 (+2%)
Value$236.3M (-$15.8M)
Filed 2026-10-19
Achmea Investment Management B.V.
NEW
Shares203,093
Change+203,093
Value$216.5M
Filed 2026-10-30
OFI Invest Asset Management
INCREASED
Shares202,244 from 151,229
Change+51,015 (+34%)
Value$190.5M (+$36.7M)
Filed 2026-11-06
Kestra Advisory Services, LLC
INCREASED
Shares202,221 from 187,408
Change+14,813 (+8%)
Value$215.4M (-$935.5K)
Filed 2026-11-02
OP Asset Management Ltd
INCREASED
Shares201,231 from 155,327
Change+45,904 (+30%)
Value$214.3M (+$35.0M)
Filed 2026-11-05
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares194,522 from 178,419
Change+16,103 (+9%)
Value$207.2M (+$1.2M)
Filed 2026-10-20
Pinnacle Associates LTD
DECREASED
Shares192,994 from 217,570
Change-24,576 (-11%)
Value$205.6M (-$45.6M)
Filed 2026-10-20
Truist Financial Corp
INCREASED
Shares191,100 from 138,159
Change+52,941 (+38%)
Value$203.5M (+$44.1M)
Filed 2026-10-30
Montrusco Bolton Investments Inc.
DECREASED
Shares182,304 from 204,062
Change-21,758 (-11%)
Value$194.2M (-$41.4M)
Filed 2026-10-13
Shengqi Capital (Hong Kong) Ltd
DECREASED
Shares180,000 from 190,000
Change-10,000 (-5%)
Value$191.7M (-$27.6M)
Filed 2026-11-05
ABN Amro Investment Solutions
INCREASED
Shares179,860 from 85,455
Change+94,405 (+110%)
Value$191.6M (+$92.9M)
Filed 2026-10-21
TD Waterhouse Canada Inc.
INCREASED
Shares177,462 from 127,377
Change+50,085 (+39%)
Value$195.0M (+$63.4M)
Filed 2026-10-16
Salem Investment Counselors Inc
DECREASED
Shares172,686 from 178,055
Change-5,369 (-3%)
Value$183.9M (-$21.6M)
Filed 2026-10-13
Hosking Partners LLP
DECREASED
Shares171,240 from 192,446
Change-21,206 (-11%)
Value$182.4M (-$39.7M)
Filed 2026-10-21
Gateway Investment Advisers LLC
INCREASED
Shares169,818 from 161,538
Change+8,280 (+5%)
Value$180.9M (-$5.6M)
Filed 2026-10-13
New York Life Investment Management LLC
DECREASED
Shares168,092 from 168,423
Change-331 (0%)
Value$179.0M (-$15.4M)
Filed 2026-11-04
West Wealth Group, LLC
INCREASED
Shares167,669 from 585
Change+167,084 (+28561%)
Value$694.6K (+$19.1K)
Filed 2026-10-14
iA Global Asset Management Inc.
DECREASED
Shares167,445 from 201,898
Change-34,453 (-17%)
Value$178.3K (-$232.9M)
Filed 2026-10-29
Temasek Holdings (Private) Ltd
INCREASED
Shares159,948 from 133,006
Change+26,942 (+20%)
Value$170.4M (+$16.8M)
Filed 2026-10-28
Factory Mutual Insurance Co
INCREASED
Shares156,845 from 151,095
Change+5,750 (+4%)
Value$167.1M (-$7.4M)
Filed 2026-10-30
Sycomore Asset Management
UNCHANGED
Shares155,733 from 155,733
Change0 (0%)
Value$139.5K ($0)
Filed 2026-10-26
State of Alaska, Department of Revenue
DECREASED
Shares151,980 from 161,494
Change-9,514 (-6%)
Value$161.9K (-$186.2M)
Filed 2026-10-15
Oriental Harbor Investment Master Fund
INCREASED
Shares150,893 from 147,587
Change+3,306 (+2%)
Value$160.7M (-$9.6M)
Filed 2026-10-22
ASR Vermogensbeheer N.V.
INCREASED
Shares149,582 from 142,187
Change+7,395 (+5%)
Value$159.4M (-$4.7M)
Filed 2026-10-16
ZWJ Investment Counsel Inc
DECREASED
Shares145,466 from 152,816
Change-7,350 (-5%)
Value$154.9M (-$21.5M)
Filed 2026-10-15
PKO BP Bankowy Universal Pension Society JSC
UNCHANGED
Shares145,000 from 145,000
Change0 (0%)
Value$154.4M (-$12.9M)
Filed 2026-10-09
Zevenbergen Capital Investments LLC
DECREASED
Shares144,500 from 173,965
Change-29,465 (-17%)
Value$153.9M (-$46.9M)
Filed 2026-10-08
Great Lakes Advisors, LLC
DECREASED
Shares141,366 from 150,507
Change-9,141 (-6%)
Value$150.6M (-$23.2M)
Filed 2026-11-06
Profund Advisors LLC
DECREASED
Shares139,005 from 153,059
Change-14,054 (-9%)
Value$148.1M (-$28.6M)
Filed 2026-10-29
Oregon Public Employees Retirement Fund
INCREASED
Shares138,858 from 138,652
Change+206 (+0%)
Value$147.9M (-$12.1M)
Filed 2026-10-30
Mishpacha Holdings Corp
INCREASED
Shares137,455 from 126,469
Change+10,986 (+9%)
Value$146.4M (+$422.8K)
Filed 2026-10-16
Aware Super Pty Ltd as trustee of Aware Super
INCREASED
Shares135,905 from 131,370
Change+4,535 (+3%)
Value$144.8M (-$6.9M)
Filed 2026-10-30
Ethic Inc.
INCREASED
Shares135,253 from 132,569
Change+2,684 (+2%)
Value$144.1M (-$9.0M)
Filed 2026-11-03
Alphinity Investment Management Pty Ltd
DECREASED
Shares134,689 from 179,741
Change-45,052 (-25%)
Value$143.5M (-$64.0M)
Filed 2026-11-02
Quilter Plc
INCREASED
Shares131,610 from 81,297
Change+50,313 (+62%)
Value$140.2M (+$46.3M)
Filed 2026-10-21
Meitav Investment House LTD
INCREASED
Shares127,294 from 40,210
Change+87,084 (+217%)
Value$135.6M (+$89.2M)
Filed 2026-10-28
Louisiana State Employees Retirement System
DECREASED
Shares126,700 from 130,100
Change-3,400 (-3%)
Value$134.9M (-$15.2M)
Filed 2026-10-20
AGF Management LTD
DECREASED
Shares126,074 from 229,835
Change-103,761 (-45%)
Value$134.3M (-$131.0M)
Filed 2026-11-03
Parnassus Investments, LLC
DECREASED
Shares122,681 from 132,681
Change-10,000 (-8%)
Value$130.7M (-$22.5M)
Filed 2026-10-22
ARS Investment Partners, LLC
DECREASED
Shares121,948 from 128,151
Change-6,203 (-5%)
Value$129.9M (-$18.0M)
Filed 2026-11-05
Mutual of America Capital Management LLC
INCREASED
Shares120,867 from 120,326
Change+541 (+0%)
Value$128.7M (-$10.2M)
Filed 2026-10-23
Congress Asset Management Co
INCREASED
Shares118,460 from 59,538
Change+58,922 (+99%)
Value$126.2M (+$57.4M)
Filed 2026-10-06
Yousif Capital Management, LLC
DECREASED
Shares115,874 from 117,948
Change-2,074 (-2%)
Value$123.4M (-$12.7M)
Filed 2026-10-22
Raiffeisen Bank International AG
INCREASED
Shares115,494 from 106,273
Change+9,221 (+9%)
Value$123.0M (+$1.3M)
Filed 2026-10-28
Highland Capital Management, LLC
INCREASED
Shares114,087 from 109,725
Change+4,362 (+4%)
Value$121.5M (-$5.1M)
Filed 2026-10-26
Independent Financial Group, LLC
INCREASED
Shares112,256 from 111,056
Change+1,200 (+1%)
Value$119.6M (-$8.6M)
Filed 2026-10-13
Avanza Fonder AB
INCREASED
Shares111,339 from 100,080
Change+11,259 (+11%)
Value$118.6M (+$3.1M)
Filed 2026-10-13
LBP AM SA
DECREASED
Shares107,652 from 128,696
Change-21,044 (-16%)
Value$114.7M (-$33.9M)
Filed 2026-11-06
Concurrent Investment Advisors, LLC
INCREASED
Shares102,314 from 91,350
Change+10,964 (+12%)
Value$109.0M (+$3.5M)
Filed 2026-10-16
Vest Financial, LLC
INCREASED
Shares101,238 from 76,127
Change+25,111 (+33%)
Value$107.8M (+$20.0M)
Filed 2026-10-21
Generate Investment Management Ltd
INCREASED
Shares100,708 from 64,616
Change+36,092 (+56%)
Value$107.3M (+$32.7M)
Filed 2026-10-14
Exchange Traded Concepts, LLC
DECREASED
Shares100,704 from 521,296
Change-420,592 (-81%)
Value$107.3M (-$494.5M)
Filed 2026-10-28
Ferguson Wellman Capital Management, Inc
INCREASED
Shares100,197 from 96,572
Change+3,625 (+4%)
Value$106.7M (-$4.8M)
Filed 2026-10-05
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED
Shares97,582 from 100,262
Change-2,680 (-3%)
Value$103.9M (-$11.4M)
Filed 2026-10-21
Mill Capital Management, LLC
DECREASED
Shares96,957 from 101,867
Change-4,910 (-5%)
Value$103.3M (-$14.3M)
Filed 2026-10-26
Fort Washington Investment Advisors Inc
DECREASED
Shares96,898 from 97,159
Change-261 (0%)
Value$103.2M (-$8.9M)
Filed 2026-10-15
Verus Capital Partners, LLC
INCREASED
Shares93,618 from 93,155
Change+463 (+1%)
Value$99.7M (-$7.8M)
Filed 2026-11-03
PBU - The Pension Fund of Early Childhood & Youth Educators
INCREASED
Shares92,132 from 84,727
Change+7,405 (+9%)
Value$98.1M (+$331.2K)
Filed 2026-11-06
Belvedere Trading LLC
DECREASED
Shares91,298 from 130,028
Change-38,730 (-30%)
Value$97.2M (-$52.8M)
Filed 2026-11-05
National Mutual Insurance Federation of Agricultural Cooperatives
DECREASED
Shares89,000 from 100,000
Change-11,000 (-11%)
Value$94.8M (-$20.6M)
Filed 2026-10-28
Gulf International Bank (UK) Ltd
INCREASED
Shares88,176 from 87,176
Change+1,000 (+1%)
Value$93.9K (-$100.5M)
Filed 2026-10-20
Union Bancaire Privee, UBP SA
DECREASED
Shares87,738 from 98,712
Change-10,974 (-11%)
Value$88.9M (-$16.2M)
Filed 2026-11-04
Braun Stacey Associates Inc
DECREASED
Shares87,545 from 95,775
Change-8,230 (-9%)
Value$93.2M (-$17.3M)
Filed 2026-10-19
Gemmer Asset Management LLC
INCREASED
Shares86,828 from 86,773
Change+55 (+0%)
Value$92.5M (-$7.7M)
Filed 2026-10-16
Kestra Private Wealth Services, LLC
INCREASED
Shares85,792 from 84,889
Change+903 (+1%)
Value$91.4M (-$6.6M)
Filed 2026-11-06
SBI Securities Co., Ltd.
DECREASED
Shares84,966 from 112,158
Change-27,192 (-24%)
Value$90.5M (-$39.0M)
Filed 2026-10-22
Adell Harriman & Carpenter Inc
INCREASED
Shares82,050 from 78,396
Change+3,654 (+5%)
Value$87.4M (-$3.1M)
Filed 2026-11-02
Savant Capital, LLC
INCREASED
Shares80,425 from 62,135
Change+18,290 (+29%)
Value$85.7M (+$36.1M)
Filed 2026-11-06
NLB Skladi, upravljanje premozenja, d.o.o.
INCREASED
Shares80,228 from 73,175
Change+7,053 (+10%)
Value$85.5M (+$986.5K)
Filed 2026-10-22
Maryland State Retirement & Pension System
INCREASED
Shares78,901 from 60,625
Change+18,276 (+30%)
Value$84.0M (+$14.1M)
Filed 2026-11-05
Jackson Square Capital, LLC
DECREASED
Shares78,705 from 90,864
Change-12,159 (-13%)
Value$83.8M (-$21.1M)
Filed 2026-10-19
Motley Fool Asset Management LLC
NEW
Shares78,433
Change+78,433
Value$83.5M
Filed 2026-10-27
One Way Holdings LLC
DECREASED
Shares77,135 from 77,256
Change-121 (0%)
Value$82.2M (-$7.0M)
Filed 2026-10-29
Appleton Partners Inc
DECREASED
Shares75,666 from 80,158
Change-4,492 (-6%)
Value$80.6K (-$92.4M)
Filed 2026-10-30
J. Safra Sarasin Holding AG
DECREASED
Shares74,911 from 82,938
Change-8,027 (-10%)
Value$74.7M (-$15.3M)
Filed 2026-10-26
KTF Investments, LLC
DECREASED
Shares74,468 from 75,710
Change-1,242 (-2%)
Value$79.3M (-$8.1M)
Filed 2026-10-23
Banque Pictet & CIE SA
DECREASED
Shares70,265 from 82,032
Change-11,767 (-14%)
Value$74.8M (-$19.8M)
Filed 2026-10-16
SteelPeak Wealth, LLC
INCREASED
Shares68,919 from 53,833
Change+15,086 (+28%)
Value$73.4M (+$11.3M)
Filed 2026-10-16
Diversify Wealth Management, LLC
INCREASED
Shares68,507 from 67,768
Change+739 (+1%)
Value$63.8M (+$2.8M)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares68,507 from 67,768
Change+739 (+1%)
Value$63.8M (+$2.8M)
Filed 2026-10-20
Ninety One UK Ltd
INCREASED
Shares68,133 from 428
Change+67,705 (+15819%)
Value$72.6M (+$72.1M)
Filed 2026-10-15
Vise Technologies, Inc.
INCREASED
Shares67,468 from 57,298
Change+10,170 (+18%)
Value$71.9M (+$5.7M)
Filed 2026-10-29
M&G Plc
INCREASED
Shares66,707 from 60,062
Change+6,645 (+11%)
Value$71.0M (+$1.7M)
Filed 2026-11-04
Crossmark Global Holdings, Inc.
DECREASED
Shares66,498 from 67,693
Change-1,195 (-2%)
Value$70.8M (-$7.3M)
Filed 2026-10-21
Consolidated Investment Group LLC
DECREASED
Shares66,470 from 83,270
Change-16,800 (-20%)
Value$70.8M (-$25.3M)
Filed 2026-11-04
Petredis Investment Advisors LLC
INCREASED
Shares66,395 from 66,285
Change+110 (+0%)
Value$70.7M (-$5.8M)
Filed 2026-10-20
China Universal Asset Management Co., Ltd.
INCREASED
Shares66,163 from 59,879
Change+6,284 (+10%)
Value$70.5M (+$1.4M)
Filed 2026-10-28
DCF Advisers, LLC
DECREASED
Shares66,000 from 100,000
Change-34,000 (-34%)
Value$70.3M (-$45.1M)
Filed 2026-11-04
Regions Financial Corp
INCREASED
Shares65,830 from 39,445
Change+26,385 (+67%)
Value$70.1M (+$24.6M)
Filed 2026-11-05
Cookson Peirce & Co Inc
DECREASED
Shares64,894 from 65,410
Change-516 (-1%)
Value$69.1M (-$6.4M)
Filed 2026-10-30
Fideuram Asset Management (Ireland) dac
INCREASED
Shares63,572 from 26,032
Change+37,540 (+144%)
Value$61.5M (+$37.7M)
Filed 2026-10-29
Funde Sino Life Insurance Co Ltd
DECREASED
Shares63,428 from 212,943
Change-149,515 (-70%)
Value$67.6M (-$178.2M)
Filed 2026-11-03
D.A. Davidson & Co.
INCREASED
Shares63,312 from 56,340
Change+6,972 (+12%)
Value$67.4M (+$2.4M)
Filed 2026-10-28
Richard C. Young & Co., Ltd.
DECREASED
Shares63,125 from 64,454
Change-1,329 (-2%)
Value$67.2M (-$7.2M)
Filed 2026-11-04
Farther Finance Advisors, LLC
INCREASED
Shares62,973 from 57,711
Change+5,262 (+9%)
Value$67.1M (+$470.0K)
Filed 2026-10-08
Sapient Capital LLC
DECREASED
Shares62,959 from 63,701
Change-742 (-1%)
Value$67.1M (-$6.5M)
Filed 2026-10-08
HUB Investment Partners, LLC
INCREASED
Shares62,400 from 38,847
Change+23,553 (+61%)
Value$66.5M (+$21.6M)
Filed 2026-11-03
Prospera Financial Services Inc
INCREASED
Shares62,306 from 49,032
Change+13,274 (+27%)
Value$55.1M (-$1.5M)
Filed 2026-11-04
Sava Infond d.o.o.
INCREASED
Shares61,856 from 27,560
Change+34,296 (+124%)
Value$65.9M (+$34.1M)
Filed 2026-10-28
Cornerstone Advisors, LLC
UNCHANGED
Shares61,045 from 61,045
Change0 (0%)
Value$65.0M (-$5.4M)
Filed 2026-11-06
Unicom Systems, Inc.
INCREASED
Shares60,800 from 50,800
Change+10,000 (+20%)
Value$64.8M (+$6.1M)
Filed 2026-10-13
Hartford Investment Management Co
DECREASED
Shares60,453 from 62,340
Change-1,887 (-3%)
Value$64.4M (-$7.6M)
Filed 2026-11-04
Generali Asset Management SPA SGR
INCREASED
Shares60,420 from 58,484
Change+1,936 (+3%)
Value$64.4M (-$3.2M)
Filed 2026-10-26
Brookstone Capital Management
INCREASED
Shares59,878 from 39,509
Change+20,369 (+52%)
Value$63.8M (+$18.2M)
Filed 2026-10-22
Univest Financial Corp
DECREASED
Shares59,483 from 62,206
Change-2,723 (-4%)
Value$63.4M (-$8.4M)
Filed 2026-11-05
NWF Advisory Services Inc.
DECREASED
Shares59,070 from 59,795
Change-725 (-1%)
Value$62.9M (-$6.1M)
Filed 2026-10-19
Credit Capital Investments LLC
UNCHANGED
Shares58,550 from 58,550
Change0 (0%)
Value$62.4M (-$5.2M)
Filed 2026-10-22
Ibex Wealth Advisors
DECREASED
Shares58,463 from 63,705
Change-5,242 (-8%)
Value$62.3M (-$11.3M)
Filed 2026-11-06
Illinois Municipal Retirement Fund
INCREASED
Shares58,149 from 47,882
Change+10,267 (+21%)
Value$61.9M (+$6.7M)
Filed 2026-11-05
Compagnie Lombard Odier SCmA
INCREASED
Shares56,992 from 26,490
Change+30,502 (+115%)
Value$60.7M (+$30.1M)
Filed 2026-11-04
AIA Group Ltd
DECREASED
Shares56,632 from 68,953
Change-12,321 (-18%)
Value$60.3M (-$19.3M)
Filed 2026-10-30
Busey Bank
INCREASED
Shares56,613 from 41,745
Change+14,868 (+36%)
Value$60.3M (+$12.1M)
Filed 2026-10-26
New Mexico Educational Retirement Board
UNCHANGED
Shares55,975 from 55,975
Change0 (0%)
Value$59.6K (-$64.6M)
Filed 2026-11-05
Merit Financial Group, LLC
INCREASED
Shares55,916 from 54,879
Change+1,037 (+2%)
Value$59.6M (-$3.8M)
Filed 2026-11-06
Zweig-DiMenna Associates LLC
INCREASED
Shares54,702 from 41,377
Change+13,325 (+32%)
Value$58.3M (+$10.5M)
Filed 2026-11-06
Level Four Advisory Services, LLC
INCREASED
Shares54,652 from 50,423
Change+4,229 (+8%)
Value$58.2M (+$7.7K)
Filed 2026-11-06
Oppenheimer & Co Inc
INCREASED
Shares54,599 from 48,520
Change+6,079 (+13%)
Value$58.2M (+$2.1M)
Filed 2026-10-26
M & L Capital Management Ltd
INCREASED
Shares54,313 from 41,763
Change+12,550 (+30%)
Value$57.8M (+$9.6M)
Filed 2026-10-26
Ag2r LA Mondiale Gestion D'actifs
INCREASED
Shares53,547 from 49,455
Change+4,092 (+8%)
Value$57.0M (-$52.0K)
Filed 2026-10-26
Adams Diversified Equity Fund, Inc.
INCREASED
Shares53,200 from 49,800
Change+3,400 (+7%)
Value$56.7M (-$819.8K)
Filed 2026-10-21
Allworth Financial LP
INCREASED
Shares52,674 from 47,578
Change+5,096 (+11%)
Value$60.8M (+$5.9M)
Filed 2026-11-06
Florida Trust Wealth Management Co
INCREASED
Shares52,533 from 52,196
Change+337 (+1%)
Value$56.0M (-$4.3M)
Filed 2026-11-05
Eulav Asset Management
DECREASED
Shares52,006 from 53,506
Change-1,500 (-3%)
Value$55.4M (-$6.4M)
Filed 2026-10-23
Nippon Life Global Investors Americas, Inc.
DECREASED
Shares51,930 from 56,970
Change-5,040 (-9%)
Value$55.3M (-$10.4M)
Filed 2026-10-29
HB Wealth Management, LLC
INCREASED
Shares51,905 from 42,036
Change+9,869 (+23%)
Value$55.3M (+$6.8M)
Filed 2026-10-23
Smith Salley Wealth Management
INCREASED
Shares50,488 from 49,183
Change+1,305 (+3%)
Value$53.8M (-$3.0M)
Filed 2026-11-03
Annex Advisory Services, LLC
INCREASED
Shares50,382 from 5,304
Change+45,078 (+850%)
Value$53.7M (+$47.5M)
Filed 2026-10-16
Triglav Investments, D.O.O.
DECREASED
Shares50,308 from 66,486
Change-16,178 (-24%)
Value$53.6M (-$23.1M)
Filed 2026-11-06
Global X Japan Co., Ltd.
DECREASED
Shares50,292 from 54,218
Change-3,926 (-7%)
Value$53.6M (-$9.0M)
Filed 2026-10-21
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
INCREASED
Shares50,092 from 45,681
Change+4,411 (+10%)
Value$53.4M (+$624.3K)
Filed 2026-10-22
Sterling Capital Management LLC
INCREASED
Shares48,851 from 47,146
Change+1,705 (+4%)
Value$52.0M (-$2.4M)
Filed 2026-10-22
Allen Investment Management, LLC
INCREASED
Shares48,604 from 47,219
Change+1,385 (+3%)
Value$51.8M (-$2.7M)
Filed 2026-11-03
Halter Ferguson Financial Inc.
INCREASED
Shares48,293 from 18,140
Change+30,153 (+166%)
Value$51.4M (+$30.5M)
Filed 2026-10-21
Park Avenue Securities LLC
INCREASED
Shares47,942 from 44,706
Change+3,236 (+7%)
Value$51.1K (-$51.6M)
Filed 2026-10-26
Rakuten Securities, Inc.
DECREASED
Shares47,908 from 85,628
Change-37,720 (-44%)
Value$51.0M (-$47.8M)
Filed 2026-11-02
Meridian Wealth Management, LLC
INCREASED
Shares46,937 from 46,508
Change+429 (+1%)
Value$50.0M (-$3.7M)
Filed 2026-11-05
Bokf, NA
INCREASED
Shares46,353 from 45,057
Change+1,296 (+3%)
Value$49.4M (-$2.6M)
Filed 2026-10-27
UMB Bank, n.a.
INCREASED
Shares45,524 from 32,994
Change+12,530 (+38%)
Value$48.5M (+$10.4M)
Filed 2026-11-06
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares44,827 from 43,055
Change+1,772 (+4%)
Value$47.7M (-$2.0M)
Filed 2026-10-29
Private Advisory Group LLC
INCREASED
Shares44,359 from 37,307
Change+7,052 (+19%)
Value$47.2M (+$4.2M)
Filed 2026-11-06
OAK Ridge Investments LLC
DECREASED
Shares44,324 from 46,595
Change-2,271 (-5%)
Value$47.2M (-$6.6M)
Filed 2026-10-30
Powszechne Towarzystwo Emerytalne Allianz Polska S.A.
NEW
Shares44,042
Change+44,042
Value$46.9M
Filed 2026-10-22
Marathon Asset Management Ltd
DECREASED
Shares43,949 from 53,547
Change-9,598 (-18%)
Value$46.8M (-$15.0M)
Filed 2026-10-26
Scott & Selber, Inc.
INCREASED
Shares43,658 from 43,651
Change+7 (+0%)
Value$46.5M (-$3.9M)
Filed 2026-10-21
Tokio Marine Asset Management Co LTD
INCREASED
Shares43,291 from 41,529
Change+1,762 (+4%)
Value$46.1M (-$1.8M)
Filed 2026-10-26
Nicholas Company, Inc.
NEW
Shares43,130
Change+43,130
Value$45.9M
Filed 2026-11-05
First Citizens Bank & Trust Co
INCREASED
Shares42,923 from 33,029
Change+9,894 (+30%)
Value$45.7M (+$7.6M)
Filed 2026-10-14
Perpetual Ltd
INCREASED
Shares42,495 from 8,354
Change+34,141 (+409%)
Value$45.3M (+$35.6M)
Filed 2026-10-13
Kepler Cheuvreux (Suisse) SA
DECREASED
Shares42,453 from 46,791
Change-4,338 (-9%)
Value$45.2M (-$8.7M)
Filed 2026-10-20
Franklin Street Advisors Inc
INCREASED
Shares42,427 from 37,141
Change+5,286 (+14%)
Value$45.2M (+$2.3M)
Filed 2026-10-13
Beese Fulmer Investment Management, Inc.
DECREASED
Shares42,274 from 44,735
Change-2,461 (-5%)
Value$45.0M (-$6.6M)
Filed 2026-10-23
Ritholtz Wealth Management
INCREASED
Shares42,129 from 38,411
Change+3,718 (+10%)
Value$44.9M (+$534.2K)
Filed 2026-11-05
Prime Capital Investment Advisors, LLC
DECREASED
Shares41,855 from 43,209
Change-1,354 (-3%)
Value$44.6M (-$5.3M)
Filed 2026-10-20
Spectrum Financial Alliance Ltd LLC
INCREASED
Shares40,878 from 39,799
Change+1,079 (+3%)
Value$43.5M (-$2.4M)
Filed 2026-10-29
E. Ohman J:or Asset Management AB
INCREASED
Shares40,554 from 39,824
Change+730 (+2%)
Value$43.2M (-$2.8M)
Filed 2026-10-22
Atria Investments, Inc
INCREASED
Shares40,270 from 32,935
Change+7,335 (+22%)
Value$42.9M (+$4.9M)
Filed 2026-10-15
Clearstead Advisors, LLC
DECREASED
Shares40,258 from 43,110
Change-2,852 (-7%)
Value$42.9M (-$6.9M)
Filed 2026-11-06
PKO Investment Management Joint-Stock Co
INCREASED
Shares40,137 from 39,000
Change+1,137 (+3%)
Value$42.8M (-$2.3M)
Filed 2026-10-19
Eastern Bank
INCREASED
Shares39,857 from 19,818
Change+20,039 (+101%)
Value$42.5M (+$19.6M)
Filed 2026-10-05
Apollon Wealth Management, LLC
INCREASED
Shares39,810 from 35,144
Change+4,666 (+13%)
Value$42.4M (+$1.8M)
Filed 2026-10-23
Oppenheimer Asset Management Inc.
INCREASED
Shares39,434 from 23,001
Change+16,433 (+71%)
Value$42.0M (+$15.5M)
Filed 2026-10-27
Leonteq Securities AG
DECREASED
Shares39,422 from 57,103
Change-17,681 (-31%)
Value$42.0M (-$23.9M)
Filed 2026-10-29
Krilogy Financial LLC
INCREASED
Shares38,897 from 37,288
Change+1,609 (+4%)
Value$38.5M (-$4.6M)
Filed 2026-10-13
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
INCREASED
Shares38,500 from 31,000
Change+7,500 (+24%)
Value$41.0M (+$5.2M)
Filed 2026-11-05
Elevation Point Wealth Partners, LLC
INCREASED
Shares38,362 from 35,098
Change+3,264 (+9%)
Value$40.9M (+$363.4K)
Filed 2026-11-05
Wallington Asset Management, LLC
DECREASED
Shares37,194 from 43,268
Change-6,074 (-14%)
Value$39.6M (-$10.3M)
Filed 2026-11-04
Harel Insurance Investments & Financial Services Ltd.
INCREASED
Shares37,111 from 26,357
Change+10,754 (+41%)
Value$39.5K (-$30.4M)
Filed 2026-11-02
Gamma Investing LLC
INCREASED
Shares36,827 from 33,841
Change+2,986 (+9%)
Value$39.2M (+$162.3K)
Filed 2026-10-08
Bank Pictet & Cie (Europe) AG
INCREASED
Shares35,914 from 32,801
Change+3,113 (+9%)
Value$38.3M (+$390.5K)
Filed 2026-10-20
Sierra Summit Advisors LLC
INCREASED
Shares35,581 from 30,581
Change+5,000 (+16%)
Value$37.9M (+$2.6M)
Filed 2026-10-28
Empire Life Investments Inc.
INCREASED
Shares35,534 from 31,801
Change+3,733 (+12%)
Value$37.8M (+$1.1M)
Filed 2026-11-06
Citizens Financial Group Inc
INCREASED
Shares34,957 from 18,479
Change+16,478 (+89%)
Value$37.2M (+$15.9M)
Filed 2026-10-23
Chilton Capital Management LLC
INCREASED
Shares34,811 from 15,958
Change+18,853 (+118%)
Value$37.1M (+$18.7M)
Filed 2026-10-28
Fisher Funds Management LTD
DECREASED
Shares34,613 from 40,629
Change-6,016 (-15%)
Value$36.9M (-$10.0M)
Filed 2026-10-13
North Dakota State Investment Board
INCREASED
Shares34,526 from 33,224
Change+1,302 (+4%)
Value$36.8M (-$1.6M)
Filed 2026-10-27
Traynor Capital Management, Inc.
INCREASED
Shares33,525 from 22,769
Change+10,756 (+47%)
Value$35.7M (+$9.4M)
Filed 2026-10-29
Choreo, LLC
INCREASED
Shares33,176 from 31,826
Change+1,350 (+4%)
Value$35.3M (-$1.4M)
Filed 2026-10-28
Cullen T Bankers, Inc.
INCREASED
Shares33,106 from 12,423
Change+20,683 (+166%)
Value$35.3M (+$20.9M)
Filed 2026-10-28
Davenport & Co LLC
DECREASED
Shares32,830 from 33,300
Change-470 (-1%)
Value$35.0M (-$3.5M)
Filed 2026-10-14
Convergence Investment Partners, LLC
INCREASED
Shares32,269 from 17,352
Change+14,917 (+86%)
Value$34.4M (+$14.3M)
Filed 2026-10-28
S-Bank Fund Management Ltd
INCREASED
Shares32,075 from 9,858
Change+22,217 (+225%)
Value$34.2M (+$22.8M)
Filed 2026-11-06
Verdence Capital Advisors LLC
INCREASED
Shares31,840 from 31,319
Change+521 (+2%)
Value$33.9M (-$2.2M)
Filed 2026-10-26
Howard Capital Management, LLC
DECREASED
Shares31,555 from 31,643
Change-88 (0%)
Value$33.6M (-$2.9M)
Filed 2026-10-16
Badgley Phelps Wealth Managers, LLC
INCREASED
Shares31,323 from 29,632
Change+1,691 (+6%)
Value$33.4M (-$841.4K)
Filed 2026-10-22
Plato Investment Management Ltd
INCREASED
Shares31,119 from 29,519
Change+1,600 (+5%)
Value$33.3M (-$600.6K)
Filed 2026-11-05
Meiji Yasuda America Inc
INCREASED
Shares31,091 from 25,038
Change+6,053 (+24%)
Value$33.1M (+$4.2M)
Filed 2026-10-22
Quintet Private Bank (Europe) S.A.
INCREASED
Shares30,924 from 4,995
Change+25,929 (+519%)
Value$32.9M (+$27.2M)
Filed 2026-10-08
J.W. Cole Advisors, Inc.
DECREASED
Shares30,552 from 32,411
Change-1,859 (-6%)
Value$32.5M (-$4.9M)
Filed 2026-11-05
Signaturefd, LLC
INCREASED
Shares30,506 from 29,389
Change+1,117 (+4%)
Value$32.5M (-$1.4M)
Filed 2026-10-23
Fisher Asset Management, LLC
INCREASED
Shares30,434 from 24,418
Change+6,016 (+25%)
Value$32.4M (+$4.2M)
Filed 2026-11-06
AlphaCore Capital LLC
DECREASED
Shares30,183 from 32,889
Change-2,706 (-8%)
Value$32.1M (-$5.8M)
Filed 2026-11-04
Bensler, LLC
DECREASED
Shares30,005 from 30,945
Change-940 (-3%)
Value$32.0M (-$3.8M)
Filed 2026-11-05
Evergreen Capital Management LLC
INCREASED
Shares29,877 from 29,017
Change+860 (+3%)
Value$31.8M (-$1.7M)
Filed 2026-10-23
Perigon Wealth Management, LLC
DECREASED
Shares29,670 from 32,019
Change-2,349 (-7%)
Value$31.6M (-$5.4M)
Filed 2026-10-22
CX Institutional
INCREASED
Shares29,635 from 7,270
Change+22,365 (+308%)
Value$31.6K (+$23.2K)
Filed 2026-10-02
Trek Financial, LLC
INCREASED
Shares29,481 from 23,997
Change+5,484 (+23%)
Value$31.4M (+$3.7M)
Filed 2026-10-29
Securian Asset Management, Inc
DECREASED
Shares29,331 from 29,986
Change-655 (-2%)
Value$31.2M (+$5.8M)
Filed 2026-11-06
Burney Co/
INCREASED
Shares29,069 from 19,104
Change+9,965 (+52%)
Value$31.0M (+$8.9M)
Filed 2026-10-15
Quadrant Capital Group LLC
INCREASED
Shares28,252 from 27,892
Change+360 (+1%)
Value$26.9M (-$5.3M)
Filed 2026-10-20
Boston Common Asset Management, LLC
INCREASED
Shares28,208 from 23,578
Change+4,630 (+20%)
Value$30.0M (+$2.8M)
Filed 2026-10-13
Welch Group, LLC
INCREASED
Shares27,997 from 27,937
Change+60 (+0%)
Value$29.8M (-$2.4M)
Filed 2026-10-29
Diversified Trust Co
INCREASED
Shares27,602 from 24,456
Change+3,146 (+13%)
Value$29.4M (+$1.2M)
Filed 2026-11-06
Kapitalo Investimentos Ltda
INCREASED
Shares27,442 from 1,000
Change+26,442 (+2644%)
Value$29.2M (+$28.1M)
Filed 2026-10-20
Linden Rose Investment LLC
INCREASED
Shares27,326 from 24,981
Change+2,345 (+9%)
Value$29.1M (+$269.2K)
Filed 2026-11-03
Naples Global Advisors, LLC
DECREASED
Shares27,189 from 30,262
Change-3,073 (-10%)
Value$29.0M (-$6.0M)
Filed 2026-11-05
Frank, Rimerman Advisors LLC
DECREASED
Shares27,083 from 27,378
Change-295 (-1%)
Value$28.8M (-$2.8M)
Filed 2026-10-16
Arbejdsmarkedets Tillaegspension
INCREASED
Shares27,080 from 25,880
Change+1,200 (+5%)
Value$28.8M (-$1.0M)
Filed 2026-10-30
Truxt Investmentos Ltda.
INCREASED
Shares26,364 from 1,008
Change+25,356 (+2515%)
Value$28.1M (+$26.9M)
Filed 2026-11-03
Andar Capital Management HK Ltd
DECREASED
Shares26,000 from 29,700
Change-3,700 (-12%)
Value$27.7M (-$6.6M)
Filed 2026-11-06
Sigma Planning Corp
INCREASED
Shares25,928 from 25,156
Change+772 (+3%)
Value$26.6M (-$2.4M)
Filed 2026-10-23
Synergy Asset Management, LLC
INCREASED
Shares25,782 from 22,114
Change+3,668 (+17%)
Value$27.5M (+$1.9M)
Filed 2026-11-05
Masterinvest Kapitalanlage GmbH
INCREASED
Shares25,750 from 25,637
Change+113 (+0%)
Value$27.4M (-$2.2M)
Filed 2026-11-03
Blume Capital Management, Inc.
DECREASED
Shares25,526 from 25,926
Change-400 (-2%)
Value$27.2M (-$2.7M)
Filed 2026-10-26
Crestwood Advisors Group, LLC
INCREASED
Shares25,291 from 19,949
Change+5,342 (+27%)
Value$26.9M (+$3.9M)
Filed 2026-10-27
Chicago Partners Investment Group LLC
INCREASED
Shares25,289 from 23,483
Change+1,806 (+8%)
Value$22.2M (-$1.1M)
Filed 2026-10-27
Fifth Third Wealth Advisors LLC
DECREASED
Shares25,254 from 25,623
Change-369 (-1%)
Value$26.9M (-$2.7M)
Filed 2026-10-22
Praxis Investment Management Inc
UNCHANGED
Shares25,211 from 25,211
Change0 (0%)
Value$26.9K (-$29.1M)
Filed 2026-11-03
Everest Financial Group LLC
INCREASED
Shares25,031 from 22,133
Change+2,898 (+13%)
Value$26.7M (+$1.1M)
Filed 2026-11-06
Hoey Investments, Inc
INCREASED
Shares24,953 from 18,038
Change+6,915 (+38%)
Value$26.6M (+$5.8M)
Filed 2026-10-29
Overbrook Management Corp
INCREASED
Shares24,714 from 14,138
Change+10,576 (+75%)
Value$26.3M (+$10.0M)
Filed 2026-10-08
NorthCrest Asset Manangement, LLC
DECREASED
Shares24,688 from 31,324
Change-6,636 (-21%)
Value$25.6M (-$5.5M)
Filed 2026-10-13
Brighton Jones LLC
DECREASED
Shares24,098 from 25,764
Change-1,666 (-6%)
Value$25.7M (-$4.1M)
Filed 2026-11-03
Moran Wealth Management, LLC
INCREASED
Shares24,005 from 23,844
Change+161 (+1%)
Value$25.6M (-$2.0M)
Filed 2026-10-22
MGO One Seven LLC
DECREASED
Shares23,986 from 28,152
Change-4,166 (-15%)
Value$25.5M (-$6.9M)
Filed 2026-10-28
Hennion & Walsh Asset Management, Inc.
DECREASED
Shares23,958 from 26,264
Change-2,306 (-9%)
Value$25.5M (-$4.8M)
Filed 2026-10-13
Nilsine Partners, LLC
DECREASED
Shares23,888 from 29,433
Change-5,545 (-19%)
Value$25.4M (-$8.5M)
Filed 2026-11-02
Knights of Columbus Asset Advisors LLC
INCREASED
Shares23,877 from 17,335
Change+6,542 (+38%)
Value$25.4M (+$5.4M)
Filed 2026-11-05
FFG Partners, LLC
DECREASED
Shares23,334 from 24,462
Change-1,128 (-5%)
Value$24.9M (-$3.4M)
Filed 2026-10-15
Dana Investment Advisors, Inc.
INCREASED
Shares23,197 from 22,655
Change+542 (+2%)
Value$24.7M (-$1.4M)
Filed 2026-11-06
Parallel Advisors, LLC
INCREASED
Shares23,185 from 22,278
Change+907 (+4%)
Value$24.7M (-$1.0M)
Filed 2026-11-03
Greenleaf Trust
DECREASED
Shares23,051 from 23,782
Change-731 (-3%)
Value$24.6M (-$2.9M)
Filed 2026-10-29
Kingswood Wealth Advisors, LLC
DECREASED
Shares22,940 from 24,024
Change-1,084 (-5%)
Value$24.4M (-$3.3M)
Filed 2026-10-23
Activest Wealth Management
INCREASED
Shares22,644 from 22,573
Change+71 (+0%)
Value$24.1M (-$1.9M)
Filed 2026-10-15
Park National Corp
INCREASED
Shares22,625 from 2,947
Change+19,678 (+668%)
Value$24.1M (+$20.7M)
Filed 2026-10-05
Keybank National Association
INCREASED
Shares22,437 from 21,550
Change+887 (+4%)
Value$23.9M (-$977.1K)
Filed 2026-11-04
Lmcg Investments, LLC
DECREASED
Shares22,347 from 25,422
Change-3,075 (-12%)
Value$23.8M (-$5.5M)
Filed 2026-10-21
Granite FO LLC
UNCHANGED
Shares21,849 from 21,849
Change0 (0%)
Value$23.3M (-$1.9M)
Filed 2026-10-14
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED
Shares21,797 from 31,930
Change-10,133 (-32%)
Value$23.2M (-$13.6M)
Filed 2026-10-27
Americana Partners, LLC
INCREASED
Shares21,691 from 7,227
Change+14,464 (+200%)
Value$23.1M (+$14.8M)
Filed 2026-10-28
Lazard Freres Gestion S.A.S.
DECREASED
Shares21,619 from 22,562
Change-943 (-4%)
Value$23.0K (-$26.0M)
Filed 2026-11-03
Wedbush Securities Inc
INCREASED
Shares21,396 from 20,504
Change+892 (+4%)
Value$22.8K (-$23.6M)
Filed 2026-10-22
Eagle Rock Investment Company, LLC
DECREASED
Shares21,235 from 21,268
Change-33 (0%)
Value$22.6M (-$1.9M)
Filed 2026-10-21
Fulton Bank, N.A.
INCREASED
Shares21,038 from 15,303
Change+5,735 (+37%)
Value$22.4M (+$4.7M)
Filed 2026-10-14
Calamos Wealth Management LLC
INCREASED
Shares20,945 from 15,391
Change+5,554 (+36%)
Value$22.3M (+$4.5M)
Filed 2026-11-02
Bailard, Inc.
DECREASED
Shares20,698 from 20,946
Change-248 (-1%)
Value$22.0M (-$2.1M)
Filed 2026-10-13
Wedmont Private Capital
INCREASED
Shares20,367 from 17,183
Change+3,184 (+19%)
Value$21.1M (+$4.3M)
Filed 2026-10-09
JAG Capital Management, LLC
INCREASED
Shares20,363 from 17,647
Change+2,716 (+15%)
Value$21.7M (+$1.3M)
Filed 2026-11-06
Maxi Investments CY Ltd
INCREASED
Shares20,231 from 11,500
Change+8,731 (+76%)
Value$21.5K (-$13.3M)
Filed 2026-10-26
Tema Etfs LLC
DECREASED
Shares20,175 from 21,167
Change-992 (-5%)
Value$21.5M (-$2.9M)
Filed 2026-10-16
Moors & Cabot, Inc.
DECREASED
Shares19,976 from 24,084
Change-4,108 (-17%)
Value$21.3M (-$6.5M)
Filed 2026-11-06
Cidel Asset Management Inc
DECREASED
Shares19,953 from 20,468
Change-515 (-3%)
Value$21.3M (-$2.4M)
Filed 2026-10-29
Fulcrum Asset Management LLP
DECREASED
Shares19,945 from 20,696
Change-751 (-4%)
Value$21.2M (-$2.5M)
Filed 2026-11-04
SS&H Financial Advisors, Inc.
DECREASED
Shares19,930 from 19,965
Change-35 (0%)
Value$21.2K (-$23.0M)
Filed 2026-10-28
CenterBook Partners LP
INCREASED
Shares19,854 from 15,198
Change+4,656 (+31%)
Value$21.1M (+$3.6M)
Filed 2026-11-02
Wealth Effects LLC
INCREASED
Shares19,710 from 19,433
Change+277 (+1%)
Value$21.0M (-$1.4M)
Filed 2026-10-23
OpenArc Corporate Advisory, LLC
INCREASED
Shares18,912 from 12,595
Change+6,317 (+50%)
Value$20.1M (+$5.6M)
Filed 2026-10-21
SeaBridge Investment Advisors LLC
DECREASED
Shares18,909 from 19,686
Change-777 (-4%)
Value$20.1M (-$2.6M)
Filed 2026-11-02
Pictet North America Advisors SA
INCREASED
Shares18,891 from 17,108
Change+1,783 (+10%)
Value$20.1M (+$373.4K)
Filed 2026-10-21
International Assets Investment Management, LLC
DECREASED
Shares18,800 from 249,673
Change-230,873 (-92%)
Value$20.6M (+$5.2M)
Filed 2026-11-02
Clear Creek Financial Management, LLC
DECREASED
Shares18,785 from 36,300
Change-17,515 (-48%)
Value$20.0M (-$21.9M)
Filed 2026-10-28
B. Riley Wealth Advisors, Inc.
INCREASED
Shares18,529 from 11,686
Change+6,843 (+59%)
Value$19.7M (+$6.4M)
Filed 2026-10-13
Globalt Investments LLC / GA
DECREASED
Shares18,520 from 18,942
Change-422 (-2%)
Value$19.7M (-$2.1M)
Filed 2026-10-27
Icici Prudential Asset Management Co Ltd
DECREASED
Shares18,431 from 18,649
Change-218 (-1%)
Value$19.6M (-$1.9M)
Filed 2026-11-06
Ascent Group, LLC
INCREASED
Shares18,302 from 17,083
Change+1,219 (+7%)
Value$19.5M (-$225.0K)
Filed 2026-10-30
King Luther Capital Management Corp
INCREASED
Shares18,050 from 16,739
Change+1,311 (+8%)
Value$19.2M (-$96.4K)
Filed 2026-11-05
Financiere des Professionnels - Fonds d'investissement inc.
DECREASED
Shares18,031 from 18,754
Change-723 (-4%)
Value$19.2M (-$2.4M)
Filed 2026-11-03
Chapin Davis, Inc.
INCREASED
Shares17,987 from 17,943
Change+44 (+0%)
Value$19.2M (-$1.6M)
Filed 2026-10-09
Valen Private Capital, LLC
NEW
Shares17,872
Change+17,872
Value$19.0M
Filed 2026-10-23
DDD Partners, LLC
DECREASED
Shares17,802 from 19,682
Change-1,880 (-10%)
Value$19.0M (-$3.8M)
Filed 2026-11-02
RKL Wealth Management LLC
DECREASED
Shares17,633 from 18,655
Change-1,022 (-5%)
Value$18.8M (-$2.8M)
Filed 2026-10-16
StoneX Group Inc.
INCREASED
Shares17,561 from 2,571
Change+14,990 (+583%)
Value$16.1M (+$13.1M)
Filed 2026-11-03
Asset Management Advisors, LLC
DECREASED
Shares17,512 from 17,717
Change-205 (-1%)
Value$18.7M (-$1.8M)
Filed 2026-10-26
Financial Synergies Wealth Advisors, Inc.
INCREASED
Shares17,450 from 17,130
Change+320 (+2%)
Value$18.6M (-$1.2M)
Filed 2026-10-16
Mitchell Capital Management Co
INCREASED
Shares17,239 from 15,821
Change+1,418 (+9%)
Value$18.4M (+$99.4K)
Filed 2026-10-29
Grimes & Co Wealth Management, LLC
DECREASED
Shares17,162 from 27,603
Change-10,441 (-38%)
Value$18.3M (-$13.6M)
Filed 2026-10-29
Advisors Management Group Inc
DECREASED
Shares17,133 from 22,371
Change-5,238 (-23%)
Value$18.2K (-$25.8M)
Filed 2026-11-05
Bochk Asset Management Ltd
INCREASED
Shares17,025 from 16,143
Change+882 (+5%)
Value$18.1M (-$500.2K)
Filed 2026-10-29
Sagespring Wealth Partners, LLC
INCREASED
Shares16,982 from 15,536
Change+1,446 (+9%)
Value$18.1M (+$154.1K)
Filed 2026-10-22
Bdf-Gestion
DECREASED
Shares16,967 from 19,119
Change-2,152 (-11%)
Value$18.1M (+$16.0M)
Filed 2026-10-19
Spire Wealth Management
DECREASED
Shares16,507 from 20,380
Change-3,873 (-19%)
Value$17.6M (-$5.9M)
Filed 2026-10-30
Community Bank & Trust, Waco, Texas
DECREASED
Shares16,346 from 17,649
Change-1,303 (-7%)
Value$17.4K (-$20.4M)
Filed 2026-10-19
Slow Capital, Inc.
INCREASED
Shares16,230 from 16,216
Change+14 (+0%)
Value$17.3M (-$1.4M)
Filed 2026-10-23
Zega Investments, LLC
INCREASED
Shares16,222 from 10,750
Change+5,472 (+51%)
Value$17.3M (+$4.9M)
Filed 2026-11-04
Ashton Thomas Private Wealth, LLC
DECREASED
Shares16,037 from 18,946
Change-2,909 (-15%)
Value$17.1M (-$4.8M)
Filed 2026-11-03
Sowell Financial Services LLC
INCREASED
Shares15,983 from 14,587
Change+1,396 (+10%)
Value$17.0M (+$186.6K)
Filed 2026-10-23
Compound Planning, Inc.
DECREASED
Shares15,916 from 18,602
Change-2,686 (-14%)
Value$17.0M (-$4.5M)
Filed 2026-11-05
Lester Murray Antman dba SimplyRich
UNCHANGED
Shares15,900 from 15,900
Change0 (0%)
Value$16.9M (-$1.4M)
Filed 2026-11-06
Avior Wealth Management, LLC
DECREASED
Shares15,877 from 35,638
Change-19,761 (-55%)
Value$16.9M (-$24.2M)
Filed 2026-10-13
Williams Jones Wealth Management, Llc.
DECREASED
Shares15,868 from 16,737
Change-869 (-5%)
Value$16.9M (-$2.4M)
Filed 2026-11-05
Signal Advisors Wealth, LLC
NEW
Shares15,811
Change+15,811
Value$16.8M
Filed 2026-10-13
IFP Advisors, Inc
DECREASED
Shares15,779 from 16,479
Change-700 (-4%)
Value$16.8M (-$2.2M)
Filed 2026-10-16
Cache Advisors, LLC
INCREASED
Shares15,747 from 12,970
Change+2,777 (+21%)
Value$16.8M (+$1.8M)
Filed 2026-10-16
Tran Capital Management, L.P.
INCREASED
Shares15,621 from 12,221
Change+3,400 (+28%)
Value$16.6M (+$2.5M)
Filed 2026-10-19
Norden Group LLC
INCREASED
Shares15,471 from 13,580
Change+1,891 (+14%)
Value$16.5M (+$803.3K)
Filed 2026-10-20
Kennedy Investment Group, Inc.
INCREASED
Shares15,405 from 10,412
Change+4,993 (+48%)
Value$16.4M (+$4.4M)
Filed 2026-10-21
Sawgrass Asset Management LLC
INCREASED
Shares15,395 from 3,053
Change+12,342 (+404%)
Value$16.4M (+$12.9M)
Filed 2026-11-03
Bosman Wealth Management, LLC
DECREASED
Shares15,393 from 18,615
Change-3,222 (-17%)
Value$16.4M (-$5.1M)
Filed 2026-10-28
Stanley-Laman Group, Ltd.
DECREASED
Shares15,389 from 15,486
Change-97 (-1%)
Value$16.4M (-$1.5M)
Filed 2026-10-20
Investment House LLC
DECREASED
Shares15,155 from 23,375
Change-8,220 (-35%)
Value$16.1M (-$10.8M)
Filed 2026-10-21
Midwest Professional Planners, Ltd.
INCREASED
Shares14,980 from 7,516
Change+7,464 (+99%)
Value$16.0M (+$7.3M)
Filed 2026-10-29
Wespac Advisors SoCal, LLC
INCREASED
Shares14,796 from 14,628
Change+168 (+1%)
Value$15.8M (-$1.1M)
Filed 2026-10-13
MV Capital Management, Inc.
DECREASED
Shares14,776 from 25,244
Change-10,468 (-41%)
Value$15.7M (-$13.4M)
Filed 2026-10-29
Gunderson Capital Management LLC
DECREASED
Shares14,715 from 17,982
Change-3,267 (-18%)
Value$15.7M (-$5.1M)
Filed 2026-10-15
Wesbanco Bank Inc
DECREASED
Shares14,704 from 25,570
Change-10,866 (-42%)
Value$15.7M (-$13.9M)
Filed 2026-11-04
Aaron Wealth Advisors LLC
INCREASED
Shares14,676 from 13,980
Change+696 (+5%)
Value$15.6M (-$505.4K)
Filed 2026-10-13
Sawyer & Company, Inc
DECREASED
Shares14,628 from 16,036
Change-1,408 (-9%)
Value$15.6M (-$2.9M)
Filed 2026-10-21
IPG Investment Advisors LLC
DECREASED
Shares14,599 from 15,989
Change-1,390 (-9%)
Value$15.5M (-$2.9M)
Filed 2026-10-30
Flossbach VON Storch SE
NEW
Shares14,585
Change+14,585
Value$15.5M
Filed 2026-10-28
Y.D. More Investments Ltd
INCREASED
Shares14,534 from 13,940
Change+594 (+4%)
Value$15.5M (-$611.9K)
Filed 2026-11-02
Soltis Investment Advisors LLC
INCREASED
Shares14,271 from 13,711
Change+560 (+4%)
Value$15.2M (-$625.5K)
Filed 2026-10-28
Decker Retirement Planning Inc.
INCREASED
Shares14,245 from 1,546
Change+12,699 (+821%)
Value$15.2M (+$13.4M)
Filed 2026-10-19
Franchise GP Ltd
INCREASED
Shares14,200 from 13,380
Change+820 (+6%)
Value$15.1M (-$319.8K)
Filed 2026-10-16
Darden Wealth Group Inc
INCREASED
Shares14,163 from 13,886
Change+277 (+2%)
Value$15.1M (-$943.3K)
Filed 2026-11-06
Wealth Management Partners, LLC
INCREASED
Shares14,013 from 9,484
Change+4,529 (+48%)
Value$14.9M (+$4.0M)
Filed 2026-10-21
Flynn Zito Capital Management, LLC
DECREASED
Shares13,961 from 14,102
Change-141 (-1%)
Value$14.9M (-$1.4M)
Filed 2026-11-04
Teamwork Financial Advisors, LLC
INCREASED
Shares13,771 from 5,506
Change+8,265 (+150%)
Value$14.7M (+$8.3M)
Filed 2026-10-19
VestGen Advisors, LLC
DECREASED
Shares13,736 from 27,347
Change-13,611 (-50%)
Value$14.6M (-$16.9M)
Filed 2026-10-27
Maytree Asset Management Ltd
INCREASED
Shares13,660 from 912
Change+12,748 (+1398%)
Value$14.5M (+$13.5M)
Filed 2026-10-29
Bank of Stockton
DECREASED
Shares13,515 from 13,664
Change-149 (-1%)
Value$14.4M (-$1.4M)
Filed 2026-10-20
Leonard Rickey Investment Advisors P.L.L.C.
DECREASED
Shares13,461 from 13,559
Change-98 (-1%)
Value$14.3M (-$1.3M)
Filed 2026-10-29
Koshinski Asset Management, Inc.
DECREASED
Shares13,412 from 14,346
Change-934 (-7%)
Value$14.3M (-$2.3M)
Filed 2026-10-29
Generali Investments, Management Co LLC
NEW
Shares13,405
Change+13,405
Value$14.3M
Filed 2026-10-19
True Private Wealth Advisors
DECREASED
Shares13,395 from 14,454
Change-1,059 (-7%)
Value$14.3M (-$2.4M)
Filed 2026-10-19
Sovran Advisors, LLC
INCREASED
Shares13,352 from 7,784
Change+5,568 (+72%)
Value$12.5M (+$6.1M)
Filed 2026-11-02
Wealthcare Advisory Partners LLC
INCREASED
Shares13,260 from 13,250
Change+10 (+0%)
Value$14.1M (-$1.2M)
Filed 2026-10-21
Mather Group, Llc.
INCREASED
Shares13,103 from 8,883
Change+4,220 (+48%)
Value$14.0M (+$3.7M)
Filed 2026-10-14
Delta Capital Management LLC
DECREASED
Shares13,075 from 21,005
Change-7,930 (-38%)
Value$13.9K (-$10.3K)
Filed 2026-10-16
Nfsg Corp
DECREASED
Shares12,941 from 13,559
Change-618 (-5%)
Value$13.8M (-$1.9M)
Filed 2026-10-15
Piar LLC
DECREASED
Shares12,925 from 13,380
Change-455 (-3%)
Value$13.8M (-$1.7M)
Filed 2026-10-21
Heck Capital Advisors, LLC
INCREASED
Shares12,840 from 12,827
Change+13 (+0%)
Value$13.7M (-$1.1M)
Filed 2026-10-14
Orca Wealth Management, LLC
DECREASED
Shares12,806 from 12,934
Change-128 (-1%)
Value$13.6M (-$1.3M)
Filed 2026-10-14
City State Bank
DECREASED
Shares12,774 from 13,013
Change-239 (-2%)
Value$13.6M (-$1.4M)
Filed 2026-10-20
Balboa Wealth Partners
DECREASED
Shares12,613 from 13,707
Change-1,094 (-8%)
Value$13.4M (-$2.4M)
Filed 2026-10-20
Citizens National Bank Trust Department
DECREASED
Shares12,503 from 13,000
Change-497 (-4%)
Value$13.3M (-$1.7M)
Filed 2026-11-04
CoreCap Advisors, LLC
DECREASED
Shares12,445 from 17,131
Change-4,686 (-27%)
Value$13.3M (-$6.5M)
Filed 2026-10-08
Trust Asset Management LLC
UNCHANGED
Shares12,444 from 12,444
Change0 (0%)
Value$13.3M (-$1.1M)
Filed 2026-11-03
Mirabaud & Cie SA
INCREASED
Shares12,307 from 12,300
Change+7 (+0%)
Value$13.1M (-$1.1M)
Filed 2026-10-27
Daymark Wealth Partners, LLC
INCREASED
Shares12,252 from 8,626
Change+3,626 (+42%)
Value$13.0M (+$3.1M)
Filed 2026-11-04
First National Trust Co
INCREASED
Shares12,239 from 8,811
Change+3,428 (+39%)
Value$13.0M (+$2.9M)
Filed 2026-10-28
Mission Wealth Management, LP
DECREASED
Shares12,150 from 21,887
Change-9,737 (-44%)
Value$12.9M (-$12.3M)
Filed 2026-10-15
Left Brain Wealth Management, LLC
DECREASED
Shares12,093 from 12,629
Change-536 (-4%)
Value$12.9M (-$1.7M)
Filed 2026-10-28
RW Investment Management LLC
INCREASED
Shares12,087 from 11,939
Change+148 (+1%)
Value$12.9M (-$906.6K)
Filed 2026-11-03
Norman Fields, Gottscho Capital Management, LLC
DECREASED
Shares12,022 from 12,072
Change-50 (0%)
Value$12.8M (-$1.1M)
Filed 2026-10-05
Maestria Partners LLC
UNCHANGED
Shares12,000 from 12,000
Change0 (0%)
Value$12.8M (-$1.1M)
Filed 2026-10-22
Valeo Financial Advisors, LLC
INCREASED
Shares11,851 from 10,232
Change+1,619 (+16%)
Value$12.6M (+$812.2K)
Filed 2026-10-08
Summit Global Investments
INCREASED
Shares11,820 from 7,186
Change+4,634 (+64%)
Value$12.6K (-$8.3M)
Filed 2026-10-28
Symphony Financial, Ltd. Co.
INCREASED
Shares11,764 from 5,839
Change+5,925 (+101%)
Value$12.5M (+$5.8M)
Filed 2026-10-22
Kestra Investment Management, LLC
INCREASED
Shares11,728 from 8,471
Change+3,257 (+38%)
Value$12.5M (+$2.7M)
Filed 2026-11-04
Nations Financial Group Inc,
INCREASED
Shares11,695 from 10,949
Change+746 (+7%)
Value$12.5M (-$181.9K)
Filed 2026-11-05
RMR Wealth Builders
DECREASED
Shares11,686 from 12,610
Change-924 (-7%)
Value$12.4M (-$2.1M)
Filed 2026-10-22
111 Capital
DECREASED
Shares11,562 from 12,738
Change-1,176 (-9%)
Value$12.3M (-$2.4M)
Filed 2026-11-03
Dedeker Financial LLC
INCREASED
Shares11,514 from 11,488
Change+26 (+0%)
Value$12.3M (-$997.3K)
Filed 2026-10-23
Everhart Financial Group, Inc.
INCREASED
Shares11,506 from 11,201
Change+305 (+3%)
Value$12.3M (-$674.0K)
Filed 2026-10-08
Parametrica Management Ltd
DECREASED
Shares11,481 from 20,349
Change-8,868 (-44%)
Value$12.2M (-$11.3M)
Filed 2026-10-27
Ascentis Independent Advisors
INCREASED
Shares11,477 from 13
Change+11,464 (+88185%)
Value$12.2M (+$12.2M)
Filed 2026-11-03
WealthBridge Investment Counsel Inc.
DECREASED
Shares11,452 from 14,101
Change-2,649 (-19%)
Value$12.2K (-$4.1K)
Filed 2026-10-13
GAM Holding AG
DECREASED
Shares11,448 from 12,838
Change-1,390 (-11%)
Value$12.2M (-$2.6M)
Filed 2026-11-03
Kintegral Advisory, LLC
INCREASED
Shares11,367 from 11,303
Change+64 (+1%)
Value$12.1M (-$939.8K)
Filed 2026-10-16
Prevail Innovative Wealth Advisors, LLC
INCREASED
Shares11,315 from 1,413
Change+9,902 (+701%)
Value$12.3M (+$10.7M)
Filed 2026-10-20
United Capital Management of KS, Inc.
DECREASED
Shares11,250 from 11,667
Change-417 (-4%)
Value$12.0M (-$1.5M)
Filed 2026-11-04
Axxion S.A.
DECREASED
Shares11,232 from 13,503
Change-2,271 (-17%)
Value$12.0M (-$3.6M)
Filed 2026-10-22
Sarasin & Partners LLP
NEW
Shares11,120
Change+11,120
Value$11.8M
Filed 2026-10-13
SWS Partners
INCREASED
Shares11,088 from 10,444
Change+644 (+6%)
Value$11.8M (-$245.5K)
Filed 2026-10-26
Oakmont Investment Advisors, Inc.
INCREASED
Shares11,032 from 10,902
Change+130 (+1%)
Value$11.8M (-$833.8K)
Filed 2026-10-21
EverSource Wealth Advisors, LLC
INCREASED
Shares10,989 from 10,987
Change+2 (+0%)
Value$11.7M (-$977.6K)
Filed 2026-11-04
Narwhal Capital Management
DECREASED
Shares10,971 from 10,985
Change-14 (0%)
Value$11.7M (-$994.3K)
Filed 2026-11-04
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
UNCHANGED
Shares10,955 from 10,955
Change0 (0%)
Value$11.7M (-$977.0K)
Filed 2026-10-29
Flagship Harbor Advisors, LLC
DECREASED
Shares10,839 from 11,274
Change-435 (-4%)
Value$11.5M (-$1.5M)
Filed 2026-10-26
Chicago Capital, LLC
DECREASED
Shares10,820 from 11,378
Change-558 (-5%)
Value$11.5M (-$1.6M)
Filed 2026-10-13
Greystone Financial Group, LLC
INCREASED
Shares10,744 from 7,755
Change+2,989 (+39%)
Value$11.4M (+$2.5M)
Filed 2026-10-26
Collar Capital Management, LLC
INCREASED
Shares10,724 from 10,699
Change+25 (+0%)
Value$11.4M (-$927.5K)
Filed 2026-10-28
TD Private Client Wealth LLC
DECREASED
Shares10,694 from 12,122
Change-1,428 (-12%)
Value$11.4M (-$2.6M)
Filed 2026-10-28
Moneco Advisors, LLC
DECREASED
Shares10,684 from 10,705
Change-21 (0%)
Value$11.4M (-$976.8K)
Filed 2026-11-05
Westside Investment Management, Inc.
DECREASED
Shares10,675 from 10,895
Change-220 (-2%)
Value$11.4M (-$1.1M)
Filed 2026-11-02
Robocap Asset Management Ltd
INCREASED
Shares10,640 from 10,469
Change+171 (+2%)
Value$11.3M (-$751.5K)
Filed 2026-11-02
Jessup Wealth Management, Inc
DECREASED
Shares10,605 from 11,687
Change-1,082 (-9%)
Value$11.3M (-$2.2M)
Filed 2026-10-20
Werlinich Asset Management, LLC
DECREASED
Shares10,585 from 10,600
Change-15 (0%)
Value$11.3M (-$961.3K)
Filed 2026-10-09
Cigna Investments Inc
DECREASED
Shares10,552 from 10,661
Change-109 (-1%)
Value$11.2K (-$12.3M)
Filed 2026-10-19
Myriad Asset Management Advisors LLC
INCREASED
Shares10,538 from 3,632
Change+6,906 (+190%)
Value$11.2M (+$7.0M)
Filed 2026-11-03
Vanguard Capital Wealth Advisors
DECREASED
Shares10,536 from 12,191
Change-1,655 (-14%)
Value$11.2M (-$2.8M)
Filed 2026-10-16
Shariaportfolio, Inc.
INCREASED
Shares10,463 from 8,165
Change+2,298 (+28%)
Value$11.1M (+$1.7M)
Filed 2026-10-20
Visionary Wealth Advisors
INCREASED
Shares10,459 from 10,267
Change+192 (+2%)
Value$11.1M (-$711.0K)
Filed 2026-11-04
Axxcess Wealth Management, LLC
DECREASED
Shares10,385 from 13,809
Change-3,424 (-25%)
Value$11.1M (-$4.3M)
Filed 2026-10-21
StoneCrest Wealth Management, Inc.
DECREASED
Shares10,362 from 10,383
Change-21 (0%)
Value$11.0M (-$948.3K)
Filed 2026-11-03
Avestar Capital, LLC
INCREASED
Shares10,315 from 9,807
Change+508 (+5%)
Value$11.0M (-$334.0K)
Filed 2026-10-28
HCR Wealth Advisors
INCREASED
Shares10,280 from 9,818
Change+462 (+5%)
Value$10.9M (-$383.5K)
Filed 2026-10-15
Carnegie Investment Counsel
DECREASED
Shares10,228 from 10,371
Change-143 (-1%)
Value$10.9M (-$1.1M)
Filed 2026-10-20
JB Capital LLC
DECREASED
Shares10,225 from 11,643
Change-1,418 (-12%)
Value$10.9M (-$2.5M)
Filed 2026-10-19
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares10,223 from 10,223
Change0 (0%)
Value$11.8M ($0)
Filed 2026-10-15
Aprio Wealth Management, LLC
INCREASED
Shares10,222 from 10,048
Change+174 (+2%)
Value$10.9M (-$710.6K)
Filed 2026-10-28
Shaker Investments LLC
DECREASED
Shares10,191 from 14,705
Change-4,514 (-31%)
Value$10.9M (-$6.1M)
Filed 2026-11-05
BLB&B Advisors, LLC
INCREASED
Shares10,181 from 419
Change+9,762 (+2330%)
Value$10.8M (+$10.4M)
Filed 2026-10-27
Great Lakes Retirement, Inc.
INCREASED
Shares10,155 from 10,090
Change+65 (+1%)
Value$10.8M (-$829.6K)
Filed 2026-10-26
Archford Capital Strategies, LLC
DECREASED
Shares10,143 from 10,837
Change-694 (-6%)
Value$10.8M (-$1.7M)
Filed 2026-10-19
Huntleigh Advisors, Inc.
INCREASED
Shares10,105 from 10,102
Change+3 (+0%)
Value$10.8M (-$897.7K)
Filed 2026-11-03
Procyon Advisors, LLC
INCREASED
Shares10,000 from 9,002
Change+998 (+11%)
Value$10.7M (+$260.4K)
Filed 2026-10-21
WealthPlan Investment Management, LLC
DECREASED
Shares9,963 from 9,983
Change-20 (0%)
Value$10.6M (-$911.6K)
Filed 2026-10-15
Acorn Financial Advisory Services Inc
INCREASED
Shares9,933 from 8,098
Change+1,835 (+23%)
Value$10.6M (+$1.2M)
Filed 2026-11-02
Range Financial Group LLC
INCREASED
Shares9,877 from 9,852
Change+25 (+0%)
Value$10.5M (-$852.2K)
Filed 2026-10-21
Larson Financial Group LLC
INCREASED
Shares9,873 from 9,096
Change+777 (+9%)
Value$10.5M (+$16.3K)
Filed 2026-11-05
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
DECREASED
Shares9,818 from 10,605
Change-787 (-7%)
Value$10.5M (-$1.8M)
Filed 2026-10-21
Yelin Lapidot Holdings Management Ltd.
DECREASED
Shares9,790 from 11,960
Change-2,170 (-18%)
Value$10.4M (-$3.4M)
Filed 2026-10-26
Oakworth Capital, Inc.
DECREASED
Shares9,765 from 9,768
Change-3 (0%)
Value$10.4M (-$869.4K)
Filed 2026-10-26
Integrity Alliance, Llc.
DECREASED
Shares9,746 from 11,311
Change-1,565 (-14%)
Value$10.4M (-$2.7M)
Filed 2026-10-29
Simplicity Wealth,LLC
INCREASED
Shares9,650 from 8,100
Change+1,550 (+19%)
Value$10.3M (+$928.5K)
Filed 2026-10-23
Avidian Wealth Enterprises, LLC
INCREASED
Shares9,614 from 7,886
Change+1,728 (+22%)
Value$10.2M (+$1.1M)
Filed 2026-10-08
Generali Investments Towarzystwo Funduszy Inwestycyjnych
INCREASED
Shares9,600 from 5,450
Change+4,150 (+76%)
Value$10.2M (+$3.9M)
Filed 2026-11-06
Mountain Pacific Investment Advisers LLC
DECREASED
Shares9,576 from 11,450
Change-1,874 (-16%)
Value$10.2M (-$3.0M)
Filed 2026-10-29
Patriot Financial Group Insurance Agency, LLC
DECREASED
Shares9,536 from 10,384
Change-848 (-8%)
Value$10.2M (-$1.8M)
Filed 2026-10-14
IFG Advisors, LLC
DECREASED
Shares9,524 from 9,542
Change-18 (0%)
Value$10.1M (-$870.0K)
Filed 2026-10-15
Almanack Investment Partners, Llc.
INCREASED
Shares9,507 from 4,654
Change+4,853 (+104%)
Value$10.1M (+$4.8M)
Filed 2026-11-03
AM Investment Strategies LLC
INCREASED
Shares9,468 from 8,942
Change+526 (+6%)
Value$10.1K (-$237)
Filed 2026-11-05
Counterpoint Mutual Funds LLC
INCREASED
Shares9,455 from 7,916
Change+1,539 (+19%)
Value$10.1M (+$933.3K)
Filed 2026-10-16
Intesa Sanpaolo Wealth Management
INCREASED
Shares9,424 from 2,978
Change+6,446 (+216%)
Value$10.0M (+$6.6M)
Filed 2026-10-28
Burr Financial Services, LLC
DECREASED
Shares9,383 from 9,980
Change-597 (-6%)
Value$10.0M (-$1.5M)
Filed 2026-10-08
Catalyst Capital Advisors LLC
DECREASED
Shares9,343 from 10,525
Change-1,182 (-11%)
Value$10.0M (-$2.2M)
Filed 2026-11-02
Stackstone Wealth, LLC
NEW
Shares9,339
Change+9,339
Value$9.9M
Filed 2026-10-19
Oak Thistle LLC
INCREASED
Shares9,336 from 5,312
Change+4,024 (+76%)
Value$9.9M (+$3.8M)
Filed 2026-10-21
Zions Bancorporation, National Association
INCREASED
Shares9,309 from 8,548
Change+761 (+9%)
Value$9.9M (+$48.2K)
Filed 2026-11-06
Archon Partners LLC
NEW
Shares9,300
Change+9,300
Value$9.9M
Filed 2026-10-26
Cornerstone Wealth Group, LLC
INCREASED
Shares9,286 from 8,935
Change+351 (+4%)
Value$9.9M (-$422.8K)
Filed 2026-11-02
HMS Capital Management, LLC
DECREASED
Shares9,240 from 12,115
Change-2,875 (-24%)
Value$9.8M (-$4.1M)
Filed 2026-10-20
Midwest Financial Group LLC
DECREASED
Shares9,235 from 9,460
Change-225 (-2%)
Value$9.8M (-$1.1M)
Filed 2026-10-15
Cooper Capital Advisors LLC
NEW
Shares9,226
Change+9,226
Value$9.8M
Filed 2026-10-29
Woodard & Co Asset Management Group Inc
INCREASED
Shares9,217 from 9,150
Change+67 (+1%)
Value$9.8M (-$745.4K)
Filed 2026-11-03
XXI Wealth, LLC
DECREASED
Shares9,205 from 9,421
Change-216 (-2%)
Value$9.8M (-$1.1M)
Filed 2026-10-22
HBK Sorce Advisory LLC
INCREASED
Shares9,097 from 8,449
Change+648 (+8%)
Value$6.0M (-$1.6M)
Filed 2026-11-06
Mondrian Investment Partners LTD
UNCHANGED
Shares8,996 from 8,996
Change0 (0%)
Value$9.6M (-$802.3K)
Filed 2026-10-23
Turtle Creek Wealth Advisors, LLC
INCREASED
Shares8,993 from 8,278
Change+715 (+9%)
Value$9.6M (+$24.1K)
Filed 2026-10-15
Aviso Wealth Management
INCREASED
Shares8,972 from 8,790
Change+182 (+2%)
Value$9.6M (-$591.2K)
Filed 2026-11-04
Weaver Capital Management LLC
INCREASED
Shares8,968 from 3,788
Change+5,180 (+137%)
Value$9.6M (+$8.3M)
Filed 2026-10-15
Register Financial Advisors LLC
DECREASED
Shares8,958 from 9,257
Change-299 (-3%)
Value$9.5M (-$1.1M)
Filed 2026-10-23
Diversified Management Inc
INCREASED
Shares8,958 from 8,881
Change+77 (+1%)
Value$9.5M (-$710.0K)
Filed 2026-10-08
Alpha Family Trust
UNCHANGED
Shares8,950 from 8,950
Change0 (0%)
Value$10.3M ($0)
Filed 2026-11-04
Geneva Partners, LLC
NEW
Shares8,948
Change+8,948
Value$9.5M
Filed 2026-10-26
CWA Asset Management Group, LLC
INCREASED
Shares8,931 from 7,175
Change+1,756 (+24%)
Value$9.5M (+$1.2M)
Filed 2026-10-19
LFG Wealth Partners, LLC
INCREASED
Shares8,905 from 7,960
Change+945 (+12%)
Value$9.5M (+$296.9K)
Filed 2026-10-28
West Branch Capital LLC
INCREASED
Shares8,837 from 8,597
Change+240 (+3%)
Value$9.4M (-$511.7K)
Filed 2026-10-20
Investment Partners, Ltd.
INCREASED
Shares8,793 from 4,447
Change+4,346 (+98%)
Value$9.4M (+$4.2M)
Filed 2026-10-29
Virtue Capital Management, LLC
INCREASED
Shares8,791 from 8,614
Change+177 (+2%)
Value$9.4M (-$579.7K)
Filed 2026-10-29
Portfolio Design Labs, LLC
DECREASED
Shares8,641 from 8,810
Change-169 (-2%)
Value$9.2M (-$965.7K)
Filed 2026-11-04
Strategic Planning Group, LLC
INCREASED
Shares8,557 from 6,005
Change+2,552 (+43%)
Value$9.1M (+$2.2M)
Filed 2026-10-22
Angeles Wealth Management, LLC
DECREASED
Shares8,552 from 8,574
Change-22 (0%)
Value$9.1M (-$788.1K)
Filed 2026-10-26
Thompson Siegel & Walmsley LLC
INCREASED
Shares8,532 from 7,590
Change+942 (+12%)
Value$9.1K (-$8.8M)
Filed 2026-11-05
Blue Trust, Inc.
DECREASED
Shares8,500 from 10,016
Change-1,516 (-15%)
Value$9.1M (-$2.5M)
Filed 2026-10-15
N10 Wealth, LLC
INCREASED
Shares8,499 from 2,499
Change+6,000 (+240%)
Value$9.1M (+$6.2M)
Filed 2026-10-14
Elyxium Wealth, LLC
INCREASED
Shares8,496 from 6,478
Change+2,018 (+31%)
Value$9.0M (+$1.6M)
Filed 2026-10-27
Csenge Advisory Group
INCREASED
Shares8,491 from 6,892
Change+1,599 (+23%)
Value$9.0M (+$1.1M)
Filed 2026-11-04
Capital Investment Advisors, LLC
INCREASED
Shares8,490 from 7,277
Change+1,213 (+17%)
Value$9.0M (+$642.8K)
Filed 2026-10-22
Arjuna Capital
INCREASED
Shares8,468 from 7,704
Change+764 (+10%)
Value$9.0M (+$126.7K)
Filed 2026-11-03
Secure Asset Management, LLC
INCREASED
Shares8,437 from 3,317
Change+5,120 (+154%)
Value$9.0M (+$5.2M)
Filed 2026-10-19
SVB Wealth LLC
INCREASED
Shares8,409 from 5,842
Change+2,567 (+44%)
Value$9.0M (+$2.2M)
Filed 2026-11-06
Cooper Financial Group
INCREASED
Shares8,407 from 7,919
Change+488 (+6%)
Value$9.0M (-$186.3K)
Filed 2026-10-07
Schear Investment Advisers, LLC
DECREASED
Shares8,388 from 28,700
Change-20,312 (-71%)
Value$8.9M (-$24.2M)
Filed 2026-10-14
Tempo Wealth, LLC
DECREASED
Shares8,388 from 8,921
Change-533 (-6%)
Value$8.9M (-$1.4M)
Filed 2026-10-14
BNC Wealth Management, LLC
INCREASED
Shares8,349 from 1,755
Change+6,594 (+376%)
Value$8.9M (+$6.9M)
Filed 2026-10-19
Loftus Peak Pty Ltd
DECREASED
Shares8,225 from 12,514
Change-4,289 (-34%)
Value$8.8M (-$5.7M)
Filed 2026-10-15
Gryphon Financial Partners LLC
INCREASED
Shares8,215 from 7,695
Change+520 (+7%)
Value$8.8M (-$132.4K)
Filed 2026-11-04
Vaquero Private Wealth, LTD
UNCHANGED
Shares8,214 from 8,214
Change0 (0%)
Value$8.7M (-$732.5K)
Filed 2026-10-27
Kercheville Advisors, LLC
INCREASED
Shares8,144 from 5,998
Change+2,146 (+36%)
Value$8.7M (+$1.8M)
Filed 2026-10-19
Worthington Financial Partners, LLC
DECREASED
Shares8,119 from 8,150
Change-31 (0%)
Value$8.6M (-$759.8K)
Filed 2026-10-13
Alta Advisers Ltd
INCREASED
Shares8,112 from 4,375
Change+3,737 (+85%)
Value$8.6M (+$3.6M)
Filed 2026-11-02
Paradigm Asset Management Co LLC
DECREASED
Shares8,100 from 8,800
Change-700 (-8%)
Value$8.6M (-$1.5M)
Filed 2026-11-05
RFG Advisory, LLC
INCREASED
Shares8,048 from 7,611
Change+437 (+6%)
Value$8.6M (-$213.3K)
Filed 2026-11-03
Wolff Wiese Magana LLC
DECREASED
Shares8,027 from 8,133
Change-106 (-1%)
Value$8.5M (-$838.2K)
Filed 2026-10-15
Ring Mountain Capital, LLC
DECREASED
Shares8,026 from 8,119
Change-93 (-1%)
Value$8.5M (-$823.1K)
Filed 2026-10-13
Wright Investors Service Inc
DECREASED
Shares8,023 from 8,152
Change-129 (-2%)
Value$8.5M (-$864.4K)
Filed 2026-11-02
Warm Springs Advisors Inc.
NEW
Shares8,000
Change+8,000
Value$8.5M
Filed 2026-10-28
V-Square Quantitative Management LLC
DECREASED
Shares7,998 from 8,188
Change-190 (-2%)
Value$8.5M (-$932.6K)
Filed 2026-10-15
Pinnacle Wealth Management Advisory Group, LLC
DECREASED
Shares7,988 from 7,989
Change-1 (0%)
Value$8.5M (-$713.8K)
Filed 2026-10-23
Trust Co of Toledo NA
INCREASED
Shares7,959 from 7,280
Change+679 (+9%)
Value$8.5M (+$74.0K)
Filed 2026-10-16
Meridian Investment Counsel Inc.
DECREASED
Shares7,940 from 8,225
Change-285 (-3%)
Value$8.5M (-$1.0M)
Filed 2026-10-14
SeaCrest Wealth Management, LLC
INCREASED
Shares7,939 from 6,457
Change+1,482 (+23%)
Value$8.5M (+$1.0M)
Filed 2026-10-21
Grove Bank & Trust
INCREASED
Shares7,932 from 7,643
Change+289 (+4%)
Value$8.4M (-$373.8K)
Filed 2026-10-08
Montag A & Associates Inc
DECREASED
Shares7,874 from 10,836
Change-2,962 (-27%)
Value$8.4M (-$4.1M)
Filed 2026-10-29
Stiles Financial Services Inc
INCREASED
Shares7,850 from 7,087
Change+763 (+11%)
Value$8.4M (+$180.8K)
Filed 2026-10-30
GC Wealth Management RIA, LLC
DECREASED
Shares7,825 from 8,993
Change-1,168 (-13%)
Value$8.3M (-$2.0M)
Filed 2026-11-02
Jericho Financial, LLP
INCREASED
Shares7,796 from 7,721
Change+75 (+1%)
Value$8.3M (-$608.5K)
Filed 2026-10-13
PCG Asset Management, LLC
NEW
Shares7,791
Change+7,791
Value$8.3M
Filed 2026-11-05
Catalyst Financial Partners LLC
INCREASED
Shares7,783 from 7,662
Change+121 (+2%)
Value$8.3M (-$554.4K)
Filed 2026-11-06
Acumen Wealth Advisors, LLC
DECREASED
Shares7,754 from 8,831
Change-1,077 (-12%)
Value$8.3M (-$1.9M)
Filed 2026-11-05
Kerusso Capital Management LLC
INCREASED
Shares7,728 from 7,028
Change+700 (+10%)
Value$8.2M (+$118.8K)
Filed 2026-10-27
Accurate Wealth Management, LLC
INCREASED
Shares7,718 from 7,452
Change+266 (+4%)
Value$7.4M (+$62.9K)
Filed 2026-10-20
TigerOak Management, L.L.C.
INCREASED
Shares7,677 from 6,578
Change+1,099 (+17%)
Value$8.2M (+$583.9K)
Filed 2026-10-23
FCG Investment Co
INCREASED
Shares7,647 from 6,774
Change+873 (+13%)
Value$8.1M (+$325.7K)
Filed 2026-10-13
Rockline Wealth Management, LLC
INCREASED
Shares7,628 from 7,234
Change+394 (+5%)
Value$8.1M (-$225.5K)
Filed 2026-10-26
Cornerstone Planning, LLC
DECREASED
Shares7,628 from 7,686
Change-58 (-1%)
Value$8.6M (-$274.8K)
Filed 2026-10-27
Moody National Bank Trust Division
DECREASED
Shares7,565 from 7,982
Change-417 (-5%)
Value$8.1M (-$1.2M)
Filed 2026-10-06
Occidental Asset Management, LLC
INCREASED
Shares7,552 from 6,534
Change+1,018 (+16%)
Value$8.0M (+$502.0K)
Filed 2026-11-05
Kesler, Norman & Wride, LLC
INCREASED
Shares7,396 from 7,123
Change+273 (+4%)
Value$7.9M (-$345.1K)
Filed 2026-11-06
Comprehensive Financial Planning, Inc.
INCREASED
Shares7,336 from 6,416
Change+920 (+14%)
Value$7.8M (+$407.2K)
Filed 2026-10-27
Jacobi Capital Management LLC
DECREASED
Shares7,314 from 7,595
Change-281 (-4%)
Value$7.8M (-$976.0K)
Filed 2026-11-05
Blue Line Capital, LLC / IL
INCREASED
Shares7,310 from 6,606
Change+704 (+11%)
Value$7.8M (+$161.6K)
Filed 2026-11-04
Mezzasalma Advisors, LLC
DECREASED
Shares7,294 from 9,023
Change-1,729 (-19%)
Value$7.8M (-$2.6M)
Filed 2026-10-14
Deroy & Devereaux Private Investment Counsel Inc
DECREASED
Shares7,278 from 58,428
Change-51,150 (-88%)
Value$7.8K (-$67.4M)
Filed 2026-10-26
Galvin, Gaustad & Stein, LLC
INCREASED
Shares7,269 from 778
Change+6,491 (+834%)
Value$7.7M (+$6.8M)
Filed 2026-10-08
Private Trust Co NA
INCREASED
Shares7,264 from 6,900
Change+364 (+5%)
Value$7.7M (-$227.4K)
Filed 2026-10-20
LVW Advisors, LLC
DECREASED
Shares7,235 from 7,417
Change-182 (-2%)
Value$7.7M (-$855.3K)
Filed 2026-10-19
Capital Investment Advisory Services, LLC
INCREASED
Shares7,222 from 4,394
Change+2,828 (+64%)
Value$7.7M (+$2.6M)
Filed 2026-10-30
Butensky & Cohen Financial Security, Inc
DECREASED
Shares7,206 from 7,745
Change-539 (-7%)
Value$7.7M (-$1.3M)
Filed 2026-10-13
B.A. Schrock Wealth Management, Inc.
NEW
Shares7,160
Change+7,160
Value$7.9M
Filed 2026-10-15
Anchyra Partners LLC
DECREASED
Shares7,151 from 7,268
Change-117 (-2%)
Value$7.6M (-$772.8K)
Filed 2026-10-13
Supplemental Annuity Collective Trust of NJ
DECREASED
Shares7,146 from 7,233
Change-87 (-1%)
Value$7.6M (-$737.7K)
Filed 2026-11-02
Consilium Wealth Advisory, LLC
INCREASED
Shares7,091 from 6,977
Change+114 (+2%)
Value$7.6M (-$500.8K)
Filed 2026-10-14
Progressive Investment Management Corp
DECREASED
Shares7,081 from 7,159
Change-78 (-1%)
Value$7.5M (-$721.5K)
Filed 2026-10-26
Three Seasons Wealth, LLC
INCREASED
Shares7,079 from 6,094
Change+985 (+16%)
Value$7.5M (+$505.7K)
Filed 2026-11-03
Greater Midwest Financial Group, LLC
DECREASED
Shares7,071 from 10,215
Change-3,144 (-31%)
Value$7.5M (-$4.3M)
Filed 2026-10-13
JW Asset Management, LLC
UNCHANGED
Shares7,000 from 7,000
Change0 (0%)
Value$7.5M (-$624.3K)
Filed 2026-11-06
RDA Financial Network
INCREASED
Shares6,990 from 4,796
Change+2,194 (+46%)
Value$7.4M (+$1.9M)
Filed 2026-10-15
Lanark Financial, Inc.
DECREASED
Shares6,926 from 6,945
Change-19 (0%)
Value$7.4M (-$639.6K)
Filed 2026-10-26
Compass Financial Management LLC
INCREASED
Shares6,890 from 6,283
Change+607 (+10%)
Value$7.3M (+$714.5K)
Filed 2026-10-30
Premier Path Wealth Partners, LLC
INCREASED
Shares6,859 from 6,593
Change+266 (+4%)
Value$7.3M (-$304.6K)
Filed 2026-10-16
Kornitzer Capital Management Inc
INCREASED
Shares6,813 from 6,395
Change+418 (+7%)
Value$7.3M (-$125.1K)
Filed 2026-11-03
Private Capital Advisors, Inc.
INCREASED
Shares6,715 from 1,400
Change+5,315 (+380%)
Value$7.2M (+$5.5M)
Filed 2026-10-06
Chesley Taft & Associates LLC
INCREASED
Shares6,693 from 6,502
Change+191 (+3%)
Value$7.1M (-$376.4K)
Filed 2026-10-13
Trust Co of Vermont
INCREASED
Shares6,629 from 3,423
Change+3,206 (+94%)
Value$7.1M (+$3.1M)
Filed 2026-10-21
TKG Advisors, LLC
INCREASED
Shares6,624 from 6,433
Change+191 (+3%)
Value$7.1M (-$370.3K)
Filed 2026-11-02
Atlatl Advisers LLC
DECREASED
Shares6,614 from 11,080
Change-4,466 (-40%)
Value$7.0M (-$5.7M)
Filed 2026-10-22
Integrated Advisors Network LLC
INCREASED
Shares6,554 from 5,484
Change+1,070 (+20%)
Value$7.0M (+$649.9K)
Filed 2026-10-20
Institute for Wealth Management, Llc.
DECREASED
Shares6,551 from 6,939
Change-388 (-6%)
Value$7.0M (-$1.0M)
Filed 2026-11-06
Fortem Financial Group, LLC
INCREASED
Shares6,543 from 6,130
Change+413 (+7%)
Value$7.0M (-$106.8K)
Filed 2026-10-20
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED
Shares6,537 from 6,611
Change-74 (-1%)
Value$7.0M (-$668.3K)
Filed 2026-11-03
Tennessee Valley Asset Management Partners
INCREASED
Shares6,526 from 5,811
Change+715 (+12%)
Value$7.0M (+$243.9K)
Filed 2026-11-03
3Chopt Investment Partners, LLC
INCREASED
Shares6,513 from 6,125
Change+388 (+6%)
Value$6.9M (-$133.0K)
Filed 2026-10-30
Uniting Wealth Partners, LLC
INCREASED
Shares6,487 from 6,417
Change+70 (+1%)
Value$6.9M (-$497.7K)
Filed 2026-11-06
GFG Capital, LLC
DECREASED
Shares6,450 from 7,477
Change-1,027 (-14%)
Value$6.9M (-$1.8M)
Filed 2026-10-16
Marietta Wealth Management, LLC
NEW
Shares6,448
Change+6,448
Value$5.9M
Filed 2026-10-22
Argonautica Private Wealth Management, Inc
DECREASED
Shares6,428 from 7,024
Change-596 (-8%)
Value$6.8M (-$1.3M)
Filed 2026-11-02
Global Trust Asset Management, LLC
INCREASED
Shares6,410 from 5,969
Change+441 (+7%)
Value$6.8M (-$62.6K)
Filed 2026-10-19
Q Fund Management (Hong Kong) Ltd
DECREASED
Shares6,400 from 10,600
Change-4,200 (-40%)
Value$6.8M (-$5.4M)
Filed 2026-10-14
Ethos Capital Management, Inc.
INCREASED
Shares6,400 from 5,747
Change+653 (+11%)
Value$6.8M (+$182.9K)
Filed 2026-11-03
LB Partners LLC
INCREASED
Shares6,400 from 6,000
Change+400 (+7%)
Value$6.8M (-$109.0K)
Filed 2026-11-05
Legacy Bridge, LLC
DECREASED
Shares6,397 from 6,433
Change-36 (-1%)
Value$6.8M (-$612.0K)
Filed 2026-10-28
Trilogy Capital Inc.
INCREASED
Shares6,364 from 758
Change+5,606 (+740%)
Value$6.8M (+$5.9M)
Filed 2026-10-20
PDS Planning, Inc
INCREASED
Shares6,361 from 6,120
Change+241 (+4%)
Value$6.8M (-$289.0K)
Filed 2026-11-03
LMG Wealth Partners, LLC
DECREASED
Shares6,355 from 6,388
Change-33 (-1%)
Value$6.8M (-$604.8K)
Filed 2026-11-05
Guyasuta Investment Advisors Inc
DECREASED
Shares6,341 from 6,480
Change-139 (-2%)
Value$6.8M (-$725.9K)
Filed 2026-10-15
71 West Capital Partners
INCREASED
Shares6,320 from 5,980
Change+340 (+6%)
Value$6.7M (-$171.2K)
Filed 2026-11-04
Colonial River Investments, LLC
INCREASED
Shares6,304 from 3,063
Change+3,241 (+106%)
Value$6.7M (+$3.2M)
Filed 2026-10-19
Independence Bank of Kentucky
DECREASED
Shares6,299 from 6,736
Change-437 (-6%)
Value$6.7M (-$1.1M)
Filed 2026-10-26
Cherry Creek Investment Advisors, Inc.
DECREASED
Shares6,237 from 6,316
Change-79 (-1%)
Value$6.6M (-$647.5K)
Filed 2026-10-14
Patton Albertson Miller Group, LLC
INCREASED
Shares6,228 from 5,208
Change+1,020 (+20%)
Value$6.6M (+$622.0K)
Filed 2026-10-26
SAX Wealth Advisors, LLC
INCREASED
Shares6,222 from 2,096
Change+4,126 (+197%)
Value$6.6M (+$5.9M)
Filed 2026-10-13
Douglas Lane & Associates, LLC
INCREASED
Shares6,220 from 3,386
Change+2,834 (+84%)
Value$6.6M (+$2.7M)
Filed 2026-10-09
Dynamic Advisor Solutions LLC
INCREASED
Shares6,210 from 5,304
Change+906 (+17%)
Value$6.6M (+$492.5K)
Filed 2026-10-13
Intact Investment Management Inc.
INCREASED
Shares6,200 from 5,470
Change+730 (+13%)
Value$6.6M (+$289.7K)
Filed 2026-11-03
MSH Capital Advisors LLC
INCREASED
Shares6,194 from 3,266
Change+2,928 (+90%)
Value$6.7M (+$2.9M)
Filed 2026-11-03
Monument Capital Management
INCREASED
Shares6,190 from 2,575
Change+3,615 (+140%)
Value$6.6M (+$3.6M)
Filed 2026-10-09
Somerset Trust Co
DECREASED
Shares6,185 from 6,257
Change-72 (-1%)
Value$6.6M (-$634.7K)
Filed 2026-10-13
Legacy Advisors, LLC
DECREASED
Shares6,181 from 6,182
Change-1 (0%)
Value$6.6M (-$551.6K)
Filed 2026-10-19
Global Wealth Management Investment Advisory, Inc.
INCREASED
Shares6,076 from 237
Change+5,839 (+2464%)
Value$6.5M (+$6.2M)
Filed 2026-11-04
Tritonpoint Wealth, LLC
DECREASED
Shares6,071 from 6,291
Change-220 (-3%)
Value$6.5M (-$795.4K)
Filed 2026-10-19
Iowa State Bank
INCREASED
Shares6,047 from 5,883
Change+164 (+3%)
Value$6.4M (-$350.0K)
Filed 2026-10-06
Hazlett, Burt & Watson, Inc.
DECREASED
Shares6,045 from 6,589
Change-544 (-8%)
Value$6.4K (-$7.4M)
Filed 2026-11-04
Gibbs Wealth Management
INCREASED
Shares6,041 from 3,956
Change+2,085 (+53%)
Value$6.4M (+$1.9M)
Filed 2026-10-22
Legacy Wealth Asset Management, LLC
DECREASED
Shares6,029 from 6,631
Change-602 (-9%)
Value$6.4M (-$1.2M)
Filed 2026-10-09
Thrive Capital Management, LLC
INCREASED
Shares6,028 from 5,048
Change+980 (+19%)
Value$6.4M (+$594.5K)
Filed 2026-10-28
Capital Asset Advisory Services LLC
INCREASED
Shares6,002 from 1,179
Change+4,823 (+409%)
Value$5.1M (+$3.8M)
Filed 2026-10-30
Eagle Strategies LLC
INCREASED
Shares6,001 from 3,803
Change+2,198 (+58%)
Value$6.4M (+$2.0M)
Filed 2026-10-16
Searle & Co.
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$6.4M (-$535.1K)
Filed 2026-11-04
WD Rutherford LLC
INCREASED
Shares5,988 from 5,930
Change+58 (+1%)
Value$6.4M (-$467.1K)
Filed 2026-10-26
Portside Wealth Group, LLC
INCREASED
Shares5,977 from 4,955
Change+1,022 (+21%)
Value$6.4M (+$646.7K)
Filed 2026-10-20
Balefire, LLC
DECREASED
Shares5,969 from 6,721
Change-752 (-11%)
Value$6.4M (-$1.4M)
Filed 2026-10-09
Jm2 Capital Inc.
INCREASED
Shares5,963 from 5,894
Change+69 (+1%)
Value$6.4M (-$453.2K)
Filed 2026-10-14
Richards, Merrill & Peterson, Inc.
INCREASED
Shares5,960 from 5,156
Change+804 (+16%)
Value$6.3M (+$396.5K)
Filed 2026-10-19
Prudent Man Advisors, LLC
DECREASED
Shares5,958 from 9,147
Change-3,189 (-35%)
Value$6.3M (-$4.2M)
Filed 2026-11-03
Coastline Trust Co
DECREASED
Shares5,939 from 6,963
Change-1,024 (-15%)
Value$6.3M (-$1.7M)
Filed 2026-10-01
Genus Capital Management Inc.
DECREASED
Shares5,889 from 12,600
Change-6,711 (-53%)
Value$6.3M (-$8.3M)
Filed 2026-11-04
Genoa Capital Gestora de Recursos Ltda.
DECREASED
Shares5,881 from 13,793
Change-7,912 (-57%)
Value$6.3M (-$9.7M)
Filed 2026-10-20
Gables Capital Management Inc.
DECREASED
Shares5,876 from 6,001
Change-125 (-2%)
Value$6.3M (-$668.3K)
Filed 2026-11-04
Curated Wealth Partners LLC
INCREASED
Shares5,869 from 1,837
Change+4,032 (+219%)
Value$6.3M (+$4.1M)
Filed 2026-10-15
Toth Financial Advisory Corp
DECREASED
Shares5,866 from 6,055
Change-189 (-3%)
Value$6.2M (-$741.3K)
Filed 2026-10-08
Clark Financial Services Group Inc
INCREASED
Shares5,857 from 5,819
Change+38 (+1%)
Value$6.2M (-$478.5K)
Filed 2026-10-19
Fortitude Advisory Group L.L.C.
INCREASED
Shares5,847 from 5,741
Change+106 (+2%)
Value$6.2M (-$399.1K)
Filed 2026-10-15
Green Alpha Advisors, LLC
DECREASED
Shares5,830 from 6,644
Change-814 (-12%)
Value$6.2M (-$1.5M)
Filed 2026-10-08
Rezny Wealth Management, Inc.
INCREASED
Shares5,795 from 5,741
Change+54 (+1%)
Value$6.2M (-$461.8K)
Filed 2026-10-15
Strategic Blueprint, LLC
INCREASED
Shares5,777 from 4,546
Change+1,231 (+27%)
Value$6.2M (+$906.4K)
Filed 2026-10-22
Trust Point Inc.
INCREASED
Shares5,766 from 5,309
Change+457 (+9%)
Value$6.1M (+$13.3K)
Filed 2026-10-27
Silverleafe Capital Partners, LLC
INCREASED
Shares5,742 from 5,307
Change+435 (+8%)
Value$6.1M (-$10.2K)
Filed 2026-10-02
J.Safra Asset Management Corp
INCREASED
Shares5,740 from 3,162
Change+2,578 (+82%)
Value$6.1M (+$2.5M)
Filed 2026-11-03
MassMutual Private Wealth & Trust, FSB
INCREASED
Shares5,720 from 4,406
Change+1,314 (+30%)
Value$6.1M (+$1.0M)
Filed 2026-10-05
Artemis Wealth Advisors, LLC
INCREASED
Shares5,700 from 5,500
Change+200 (+4%)
Value$6.1M (-$277.5K)
Filed 2026-11-05
Polaris Financial Partners
NEW
Shares5,662
Change+5,662
Value$6.1K
Filed 2026-10-02
Interchange Capital Partners, LLC
DECREASED
Shares5,659 from 6,023
Change-364 (-6%)
Value$6.0M (-$931.2K)
Filed 2026-10-28
United Advisor Group, LLC
INCREASED
Shares5,649 from 5,295
Change+354 (+7%)
Value$6.0M (-$95.1K)
Filed 2026-11-03
Pittenger & Anderson Inc
INCREASED
Shares5,588 from 4,142
Change+1,446 (+35%)
Value$6.0M (+$1.2M)
Filed 2026-11-02
Ellis Investment Partners, LLC
INCREASED
Shares5,553 from 3,829
Change+1,724 (+45%)
Value$5.9M (+$1.5M)
Filed 2026-10-21
AXS Investments LLC
DECREASED
Shares5,531 from 9,446
Change-3,915 (-41%)
Value$5.9M (-$5.0M)
Filed 2026-11-04
Nixon Peabody Trust Co
INCREASED
Shares5,495 from 1,432
Change+4,063 (+284%)
Value$5.9M (+$4.2M)
Filed 2026-10-23
Postrock Partners LLC
UNCHANGED
Shares5,493 from 5,493
Change0 (0%)
Value$5.9M (-$489.9K)
Filed 2026-11-02
Cornerstone Wealth Management, LLC
INCREASED
Shares5,475 from 5,192
Change+283 (+5%)
Value$5.8M (-$162.5K)
Filed 2026-11-04
M Holdings Securities, Inc.
NEW
Shares5,471
Change+5,471
Value$5.3K
Filed 2026-11-03
Parcion Private Wealth LLC
INCREASED
Shares5,464 from 5,107
Change+357 (+7%)
Value$5.8M (-$75.2K)
Filed 2026-10-28
Waterfront Wealth Inc.
DECREASED
Shares5,460 from 5,670
Change-210 (-4%)
Value$4.9M (-$623.3K)
Filed 2026-11-03
FNY Investment Advisers, LLC
INCREASED
Shares5,442 from 1,699
Change+3,743 (+220%)
Value$5.8K (+$3.8K)
Filed 2026-10-16
Voisard Asset Management Group, Inc.
INCREASED
Shares5,435 from 4,759
Change+676 (+14%)
Value$5.8M (+$295.6K)
Filed 2026-10-13
Augustine Asset Management Inc
INCREASED
Shares5,417 from 5,185
Change+232 (+4%)
Value$5.8M (-$215.3K)
Filed 2026-10-13
Wealth Enhancement Trust Services, Inc.
INCREASED
Shares5,415 from 3,900
Change+1,515 (+39%)
Value$5.8M (+$1.3M)
Filed 2026-10-07
Montecito Bank & Trust
INCREASED
Shares5,414 from 5,399
Change+15 (+0%)
Value$5.8M (-$465.5K)
Filed 2026-10-01
Madrona Financial Services, LLC
INCREASED
Shares5,399 from 1,543
Change+3,856 (+250%)
Value$5.8M (+$4.0M)
Filed 2026-10-23
GKV Capital Management Co., Inc.
INCREASED
Shares5,376 from 4,341
Change+1,035 (+24%)
Value$5.7M (+$715.3K)
Filed 2026-11-06
Encompass More Asset Management
INCREASED
Shares5,375 from 4,888
Change+487 (+10%)
Value$5.7M (+$81.5K)
Filed 2026-10-16
TritonPoint Partners, LLC
DECREASED
Shares5,361 from 7,725
Change-2,364 (-31%)
Value$5.7M (-$3.2M)
Filed 2026-11-05
Focus Financial Network, Inc.
INCREASED
Shares5,352 from 4,202
Change+1,150 (+27%)
Value$5.7M (+$849.7K)
Filed 2026-10-14
Dupree Financial Group, LLC
INCREASED
Shares5,342 from 5,297
Change+45 (+1%)
Value$5.7M (-$424.5K)
Filed 2026-10-09
Fragasso Financial Advisors Inc
INCREASED
Shares5,338 from 3,995
Change+1,343 (+34%)
Value$5.5M (+$881.4K)
Filed 2026-10-13
Reflection Asset Management
INCREASED
Shares5,316 from 3,614
Change+1,702 (+47%)
Value$5.7M (+$1.5M)
Filed 2026-10-28
Enterprise Financial Services Corp
INCREASED
Shares5,300 from 5,248
Change+52 (+1%)
Value$5.6M (-$412.6K)
Filed 2026-11-03
Parkway Wealth Management Group, LLC
DECREASED
Shares5,256 from 9,497
Change-4,241 (-45%)
Value$5.6M (-$5.4M)
Filed 2026-10-20
Segment Wealth Management, LLC
INCREASED
Shares5,246 from 1,181
Change+4,065 (+344%)
Value$5.6M (+$4.2M)
Filed 2026-10-26
Provenance Wealth Advisors, LLC
INCREASED
Shares5,241 from 18
Change+5,223 (+29017%)
Value$5.6M (+$5.6M)
Filed 2026-10-30
Victory Financial Group, LLC
INCREASED
Shares5,216 from 3,690
Change+1,526 (+41%)
Value$5.6M (+$1.3M)
Filed 2026-10-27
Chicago Trust Co NA
DECREASED
Shares5,210 from 5,320
Change-110 (-2%)
Value$5.5M (-$591.6K)
Filed 2026-10-28
Pathway Wealth Management LLC
INCREASED
Shares5,203 from 4,900
Change+303 (+6%)
Value$5.5M (-$114.3K)
Filed 2026-10-19
VMS Asset Management Limited
DECREASED
Shares5,194 from 16,046
Change-10,852 (-68%)
Value$5.5M (-$13.0M)
Filed 2026-10-15
Money Concepts Capital Corp
INCREASED
Shares5,188 from 4,051
Change+1,137 (+28%)
Value$5.5M (+$849.8K)
Filed 2026-11-06
Harmony Asset Management LLC
INCREASED
Shares5,186 from 5,173
Change+13 (+0%)
Value$5.5M (-$447.5K)
Filed 2026-10-20
RFG Holdings, Inc.
INCREASED
Shares5,143 from 5,105
Change+38 (+1%)
Value$5.5M (-$414.1K)
Filed 2026-10-30
Mesirow Financial Investment Management, Inc.
DECREASED
Shares5,141 from 5,274
Change-133 (-3%)
Value$5.5M (-$611.8K)
Filed 2026-11-05
Kelly Financial Services LLC
NEW
Shares5,108
Change+5,108
Value$5.4M
Filed 2026-10-20
OMC Financial Services LTD
NEW
Shares5,092
Change+5,092
Value$5.4M
Filed 2026-10-19
KRS Capital Management, LLC
INCREASED
Shares5,091 from 5,074
Change+17 (+0%)
Value$5.4M (-$434.4K)
Filed 2026-10-16
Venture Visionary Partners LLC
INCREASED
Shares5,034 from 1,756
Change+3,278 (+187%)
Value$5.4M (+$3.3M)
Filed 2026-10-07
Diversified Enterprises, LLC
INCREASED
Shares5,029 from 4,560
Change+469 (+10%)
Value$5.4M (+$92.9K)
Filed 2026-10-19
DE Burlo Group Inc
DECREASED
Shares5,027 from 5,378
Change-351 (-7%)
Value$5.4M (-$853.5K)
Filed 2026-11-05
WIN Advisors, Inc
INCREASED
Shares5,021 from 4,950
Change+71 (+1%)
Value$5.3M (-$365.8K)
Filed 2026-11-06
Capital Investment Counsel, Inc
UNCHANGED
Shares5,020 from 5,020
Change0 (0%)
Value$5.3M (-$447.7K)
Filed 2026-10-20
Kathmere Capital Management, LLC
INCREASED
Shares5,019 from 4,784
Change+235 (+5%)
Value$5.3M (-$176.5K)
Filed 2026-10-20
Asset Dedication, LLC
DECREASED
Shares5,007 from 5,024
Change-17 (0%)
Value$5.3M (-$466.1K)
Filed 2026-11-03
Conning Inc.
DECREASED
Shares5,005 from 5,051
Change-46 (-1%)
Value$5.3M (-$499.4K)
Filed 2026-10-27
Central Pacific Bank - Trust Division
INCREASED
Shares4,973 from 4,782
Change+191 (+4%)
Value$5.3M (-$223.0K)
Filed 2026-10-06
Resonant Capital Advisors, LLC
INCREASED
Shares4,969 from 4,776
Change+193 (+4%)
Value$5.3M (-$220.4K)
Filed 2026-10-15
PFS Partners, LLC
INCREASED
Shares4,962 from 4,940
Change+22 (+0%)
Value$5.3M (-$417.4K)
Filed 2026-10-21
Avaii Wealth Management, LLC
INCREASED
Shares4,930 from 4,285
Change+645 (+15%)
Value$5.3M (+$352.2K)
Filed 2026-10-09
Channing Global Advisors, LLC
INCREASED
Shares4,919 from 4,685
Change+234 (+5%)
Value$5.2M (-$168.6K)
Filed 2026-11-03
Baker Avenue Asset Management, LP
DECREASED
Shares4,916 from 4,939
Change-23 (0%)
Value$5.2M (-$464.8K)
Filed 2026-11-06
Ballast, Inc.
DECREASED
Shares4,915 from 7,591
Change-2,676 (-35%)
Value$5.2M (-$3.5M)
Filed 2026-10-20
Primoris Wealth Advisors, LLC
DECREASED
Shares4,903 from 8,293
Change-3,390 (-41%)
Value$5.2M (-$4.4M)
Filed 2026-10-28
Successful Portfolios LLC
UNCHANGED
Shares4,902 from 4,902
Change0 (0%)
Value$5.2M (+$387.6K)
Filed 2026-10-09
RD Finance Ltd
NEW
Shares4,900
Change+4,900
Value$5.2K
Filed 2026-10-26
Dymon Asia Capital (Singapore) Pte. Ltd.
DECREASED
Shares4,879 from 7,820
Change-2,941 (-38%)
Value$5.2M (-$3.8M)
Filed 2026-11-04
Revolve Wealth Partners, LLC
INCREASED
Shares4,879 from 4,685
Change+194 (+4%)
Value$5.2M (-$211.2K)
Filed 2026-10-23
Bank of New Hampshire
DECREASED
Shares4,877 from 6,202
Change-1,325 (-21%)
Value$5.2M (-$2.0M)
Filed 2026-10-06
Sander Capital Advisors Inc
DECREASED
Shares4,875 from 5,427
Change-552 (-10%)
Value$5.2K (-$1.1K)
Filed 2026-10-20
McHugh Group, LLC
UNCHANGED
Shares4,856 from 4,856
Change0 (0%)
Value$5.2M (-$433.1K)
Filed 2026-10-19
Versant Capital Management, Inc
INCREASED
Shares4,854 from 4,701
Change+153 (+3%)
Value$5.2M (-$255.8K)
Filed 2026-10-02
Gradient Investments LLC
NEW
Shares4,835
Change+4,835
Value$5.2M
Filed 2026-10-08
Eddie Patel Inc
DECREASED
Shares4,802 from 6,703
Change-1,901 (-28%)
Value$5.1M (-$2.6M)
Filed 2026-11-02
Marks Group Wealth Management, Inc
INCREASED
Shares4,760 from 4,565
Change+195 (+4%)
Value$5.1M (-$199.4K)
Filed 2026-11-05
Terra Nova Asset Management LLC
DECREASED
Shares4,753 from 5,072
Change-319 (-6%)
Value$5.1M (-$792.5K)
Filed 2026-10-13
Grant Private Wealth Management Inc
INCREASED
Shares4,740 from 3,203
Change+1,537 (+48%)
Value$5.0M (+$1.4M)
Filed 2026-10-19
Romano Brothers and Company
INCREASED
Shares4,715 from 4,555
Change+160 (+4%)
Value$5.0M (-$235.8K)
Filed 2026-10-22
Covea Finance
DECREASED
Shares4,700 from 28,480
Change-23,780 (-83%)
Value$5.0M (-$27.9M)
Filed 2026-10-21
Allen Capital Group, LLC
INCREASED
Shares4,681 from 4,323
Change+358 (+8%)
Value$5.0M (-$4.2K)
Filed 2026-10-27
Indivisible Partners
INCREASED
Shares4,677 from 2,839
Change+1,838 (+65%)
Value$5.0M (+$1.7M)
Filed 2026-10-26
Revisor Wealth Management LLC
INCREASED
Shares4,672 from 4,355
Change+317 (+7%)
Value$4.5M (-$519.6K)
Filed 2026-10-20
Tradewinds Capital Management, LLC
INCREASED
Shares4,638 from 4,200
Change+438 (+10%)
Value$4.9M (+$92.0K)
Filed 2026-10-23
Artemis Investment Management LLP
DECREASED
Shares4,634 from 66,073
Change-61,439 (-93%)
Value$4.9M (-$71.3M)
Filed 2026-10-08
MBL Wealth, LLC
INCREASED
Shares4,620 from 3,632
Change+988 (+27%)
Value$4.9M (+$728.4K)
Filed 2026-10-22
Swiss RE LTD
INCREASED
Shares4,596 from 2,796
Change+1,800 (+64%)
Value$4.9M (+$1.7M)
Filed 2026-11-06
GK Wealth Management LLC
DECREASED
Shares4,585 from 5,635
Change-1,050 (-19%)
Value$4.9M (-$1.6M)
Filed 2026-10-09
Ashton Thomas Securities, LLC
INCREASED
Shares4,584 from 3,112
Change+1,472 (+47%)
Value$4.9M (+$1.4M)
Filed 2026-10-26
Vestor Capital, LLC
INCREASED
Shares4,565 from 236
Change+4,329 (+1834%)
Value$2.0K (+$1.8K)
Filed 2026-11-04
StoryOne LLC
INCREASED
Shares4,542 from 923
Change+3,619 (+392%)
Value$4.8M (+$3.8M)
Filed 2026-10-13
Smart Wealth LLC
DECREASED
Shares4,525 from 4,530
Change-5 (0%)
Value$4.8M (-$408.7K)
Filed 2026-11-04
180 Wealth Advisors, LLC
INCREASED
Shares4,512 from 4,445
Change+67 (+2%)
Value$4.8M (-$324.2K)
Filed 2026-11-03
Congress Park Capital LLC
DECREASED
Shares4,507 from 5,163
Change-656 (-13%)
Value$4.8M (-$1.2M)
Filed 2026-10-13
Wealth Alliance Advisory Group, LLC
DECREASED
Shares4,503 from 4,996
Change-493 (-10%)
Value$4.8M (-$971.6K)
Filed 2026-10-14
HWG Holdings LP
NEW
Shares4,492
Change+4,492
Value$4.8M
Filed 2026-10-08
Mainsail Financial Group, LLC
DECREASED
Shares4,470 from 4,894
Change-424 (-9%)
Value$4.8M (-$888.0K)
Filed 2026-10-23
Parkside Financial Bank & Trust
INCREASED
Shares4,432 from 3,916
Change+516 (+13%)
Value$4.7M (+$200.1K)
Filed 2026-10-27
MFA Wealth Advisors, LLC
INCREASED
Shares4,425 from 3,786
Change+639 (+17%)
Value$4.7M (+$343.0K)
Filed 2026-10-07
Acropolis Investment Management, LLC
INCREASED
Shares4,387 from 3,924
Change+463 (+12%)
Value$4.7M (+$143.2K)
Filed 2026-10-08
Castle Rock Wealth Management, LLC
DECREASED
Shares4,373 from 7,595
Change-3,222 (-42%)
Value$4.6M (-$3.3M)
Filed 2026-10-09
Lake Street Private Wealth, LLC
INCREASED
Shares4,352 from 3,034
Change+1,318 (+43%)
Value$4.6M (+$1.1M)
Filed 2026-10-22
Nicholas Wealth, Llc.
DECREASED
Shares4,316 from 5,081
Change-765 (-15%)
Value$4.6M (-$1.3M)
Filed 2026-10-26
Hudson Canyon Capital Management
DECREASED
Shares4,279 from 4,550
Change-271 (-6%)
Value$4.6M (-$694.4K)
Filed 2026-11-04
Riggs Asset Managment Co. Inc.
INCREASED
Shares4,277 from 3,374
Change+903 (+27%)
Value$4.6M (+$660.9K)
Filed 2026-11-05
PFG Advisors
INCREASED
Shares4,270 from 4,243
Change+27 (+1%)
Value$4.5M (-$350.3K)
Filed 2026-10-16
Root Financial Partners, LLC
INCREASED
Shares4,257 from 3,918
Change+339 (+9%)
Value$4.5M (+$11.6K)
Filed 2026-10-21
MCF Advisors LLC
INCREASED
Shares4,241 from 2,838
Change+1,403 (+49%)
Value$4.5M (+$1.2M)
Filed 2026-10-28
Central Trust Co
DECREASED
Shares4,230 from 4,235
Change-5 (0%)
Value$4.5M (-$383.1K)
Filed 2026-11-05
Childress Capital Advisors, LLC
INCREASED
Shares4,203 from 4,037
Change+166 (+4%)
Value$4.5M (-$183.2K)
Filed 2026-10-28
Retirement Solution LLC
INCREASED
Shares4,202 from 3,682
Change+520 (+14%)
Value$4.5M (+$224.7K)
Filed 2026-10-27
Sky Investment Group LLC
NEW
Shares4,192
Change+4,192
Value$4.5M
Filed 2026-10-30
Doliver Advisors, LP
INCREASED
Shares4,174 from 4,003
Change+171 (+4%)
Value$4.4M (-$174.9K)
Filed 2026-10-01
Modera Wealth Management, LLC
INCREASED
Shares4,157 from 4,043
Change+114 (+3%)
Value$4.4M (-$239.1K)
Filed 2026-10-28
Facet Wealth, Inc.
INCREASED
Shares4,154 from 2,632
Change+1,522 (+58%)
Value$4.4M (+$1.4M)
Filed 2026-11-04
Crescent Grove Advisors, LLC
INCREASED
Shares4,140 from 3,763
Change+377 (+10%)
Value$4.4M (+$66.0K)
Filed 2026-10-21
Falcon Wealth Planning
INCREASED
Shares4,131 from 3,742
Change+389 (+10%)
Value$4.4M (+$81.0K)
Filed 2026-11-06
Lighthouse Financial LLC
INCREASED
Shares4,116 from 3,425
Change+691 (+20%)
Value$4.4M (+$430.6K)
Filed 2026-10-23
S.A. Mason LLC
INCREASED
Shares4,110 from 4,012
Change+98 (+2%)
Value$4.4M (-$253.4K)
Filed 2026-10-13
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares4,109 from 3,772
Change+337 (+9%)
Value$4.4M (+$22.0K)
Filed 2026-10-27
Kingsman Wealth Management, Inc.
INCREASED
Shares4,081 from 3,178
Change+903 (+28%)
Value$4.3M (+$678.9K)
Filed 2026-10-13
Next Level Wealth Planning, LLC
DECREASED
Shares4,062 from 4,091
Change-29 (-1%)
Value$4.3M (-$395.7K)
Filed 2026-10-29
Aspen Investment Management Inc
INCREASED
Shares4,061 from 4,060
Change+1 (+0%)
Value$4.3K (-$362)
Filed 2026-11-05
SmartHarvest Portfolios, LLC
DECREASED
Shares4,038 from 4,238
Change-200 (-5%)
Value$4.3M (-$590.8K)
Filed 2026-10-26
Golden State Wealth Management, LLC
DECREASED
Shares4,030 from 4,166
Change-136 (-3%)
Value$4.3M (-$515.4K)
Filed 2026-11-02
Columbia Asset Management
DECREASED
Shares4,015 from 4,487
Change-472 (-11%)
Value$4.3M (-$902.9K)
Filed 2026-10-19
Letson Investment Management, Inc.
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$4.3M (-$356.7K)
Filed 2026-11-05
Pavaki Capital Management LLC
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$4.3M (-$356.7K)
Filed 2026-10-26
SYM Financial Corp
INCREASED
Shares3,990 from 3,931
Change+59 (+2%)
Value$4.2M (-$287.9K)
Filed 2026-10-26
Stone Wealth Partners
INCREASED
Shares3,988 from 2,600
Change+1,388 (+53%)
Value$4.2M (+$1.2M)
Filed 2026-11-05
Means Investment Co., Inc.
INCREASED
Shares3,956 from 3,862
Change+94 (+2%)
Value$4.2M (-$244.0K)
Filed 2026-11-03
Wellington Grp LLC
DECREASED
Shares3,954 from 5,734
Change-1,780 (-31%)
Value$4.2M (-$2.4M)
Filed 2026-11-06
Axiom Investment Management LLC
DECREASED
Shares3,945 from 5,595
Change-1,650 (-29%)
Value$4.2M (-$2.3M)
Filed 2026-11-03
Mindset Wealth Management, LLC
DECREASED
Shares3,937 from 4,482
Change-545 (-12%)
Value$4.2M (-$980.1K)
Filed 2026-10-19
Alps Advisors Inc
DECREASED
Shares3,934 from 4,656
Change-722 (-16%)
Value$4.2M (-$1.2M)
Filed 2026-11-03
Point Windward Advisors Inc.
DECREASED
Shares3,925 from 4,033
Change-108 (-3%)
Value$4.2M (-$474.7K)
Filed 2026-11-06
Signature Estate & Investment Advisors LLC
INCREASED
Shares3,921 from 3,273
Change+648 (+20%)
Value$4.2M (+$420.7K)
Filed 2026-10-13
Gallagher Capital Advisors, LLC
NEW
Shares3,913
Change+3,913
Value$2.8M
Filed 2026-10-09
Fortitude Family Office, LLC
INCREASED
Shares3,905 from 3,652
Change+253 (+7%)
Value$4.2M (-$56.2K)
Filed 2026-10-14
Elevatus Welath Management
DECREASED
Shares3,888 from 4,369
Change-481 (-11%)
Value$4.1M (-$902.0K)
Filed 2026-10-19
Wealthstar Advisors, LLC
INCREASED
Shares3,869 from 3,850
Change+19 (+0%)
Value$4.1M (-$323.1K)
Filed 2026-10-19
Massachusetts Wealth Management
DECREASED
Shares3,863 from 8,028
Change-4,165 (-52%)
Value$4.1M (-$5.2M)
Filed 2026-10-21
Family Capital Trust Co
DECREASED
Shares3,847 from 3,852
Change-5 (0%)
Value$4.1M (-$348.9K)
Filed 2026-10-22
First American Bank
INCREASED
Shares3,846 from 2,519
Change+1,327 (+53%)
Value$4.1M (+$1.2M)
Filed 2026-10-27
Little House Capital LLC
DECREASED
Shares3,843 from 3,919
Change-76 (-2%)
Value$4.1M (-$430.4K)
Filed 2026-11-06
Stablepoint Partners, LLC
DECREASED
Shares3,804 from 5,241
Change-1,437 (-27%)
Value$4.1M (-$2.0M)
Filed 2026-11-03
Eagle Wealth Advisors LLC
INCREASED
Shares3,802 from 3,580
Change+222 (+6%)
Value$4.0M (-$82.8K)
Filed 2026-10-20
Triad Wealth Partners, LLC
INCREASED
Shares3,788 from 3,318
Change+470 (+14%)
Value$4.0M (+$1.3M)
Filed 2026-10-26
National Wealth Management Group, LLC
DECREASED
Shares3,779 from 4,072
Change-293 (-7%)
Value$4.0M (-$676.2K)
Filed 2026-10-26
Confluence Wealth Services, Inc.
DECREASED
Shares3,772 from 4,307
Change-535 (-12%)
Value$4.0M (-$953.9K)
Filed 2026-11-05
Arista Wealth Management, LLC
INCREASED
Shares3,756 from 2,989
Change+767 (+26%)
Value$4.0M (+$550.4K)
Filed 2026-10-29
BG Investment Services, LLC
INCREASED
Shares3,750 from 264
Change+3,486 (+1320%)
Value$4.0M (+$3.7M)
Filed 2026-10-23
Financial Perspectives, Inc
INCREASED
Shares3,747 from 3,642
Change+105 (+3%)
Value$4.0M (-$212.8K)
Filed 2026-11-03
Abel Hall, LLC
DECREASED
Shares3,746 from 3,826
Change-80 (-2%)
Value$4.0M (-$426.4K)
Filed 2026-10-19
Legacy CG, LLC
NEW
Shares3,736
Change+3,736
Value$4.0M
Filed 2026-10-30
Shepherd Financial Partners LLC
INCREASED
Shares3,722 from 3,462
Change+260 (+8%)
Value$4.0M (-$31.6K)
Filed 2026-11-03
Bell Bank
INCREASED
Shares3,721 from 3,630
Change+91 (+3%)
Value$4.0M (-$226.8K)
Filed 2026-10-21
Bria Capital Group, LLC
DECREASED
Shares3,714 from 4,214
Change-500 (-12%)
Value$4.0M (-$908.4K)
Filed 2026-10-22
Keystone Wealth Services, LLC
INCREASED
Shares3,695 from 3,662
Change+33 (+1%)
Value$3.9M (-$291.5K)
Filed 2026-11-03
Timothy G. Youngquist 2020 Irrevocable Trust
DECREASED
Shares3,671 from 4,607
Change-936 (-20%)
Value$3.9M (-$1.4M)
Filed 2026-10-13
Fiduciary Financial Group, LLC
DECREASED
Shares3,661 from 4,311
Change-650 (-15%)
Value$3.9M (-$1.1M)
Filed 2026-10-13
New Wave Wealth Advisors LLC
INCREASED
Shares3,659 from 3,220
Change+439 (+14%)
Value$3.5M (-$229.1K)
Filed 2026-10-19
Accel Wealth Management
DECREASED
Shares3,641 from 3,642
Change-1 (0%)
Value$3.9M (-$326.5K)
Filed 2026-10-13
GS Investments, Inc.
DECREASED
Shares3,640 from 3,826
Change-186 (-5%)
Value$3.9M (-$539.3K)
Filed 2026-11-05
Lifestyle Asset Management, Inc.
DECREASED
Shares3,638 from 3,730
Change-92 (-2%)
Value$3.9M (-$430.8K)
Filed 2026-10-20
Sunpointe, LLC
DECREASED
Shares3,615 from 5,257
Change-1,642 (-31%)
Value$3.9M (-$2.2M)
Filed 2026-10-22
Onyx Bridge Wealth Group LLC
DECREASED
Shares3,589 from 3,686
Change-97 (-3%)
Value$3.8M (-$431.9K)
Filed 2026-10-16
JFS Wealth Advisors, LLC
INCREASED
Shares3,582 from 3,344
Change+238 (+7%)
Value$3.8M (-$44.0K)
Filed 2026-11-03
Tcfg Investment Advisors, LLC
DECREASED
Shares3,574 from 3,629
Change-55 (-2%)
Value$3.8M (-$380.8K)
Filed 2026-10-20
Integrated Financial Solutions, Inc.
INCREASED
Shares3,570 from 2,798
Change+772 (+28%)
Value$3.8M (+$572.7K)
Filed 2026-10-09
Parisi Gray Wealth Management
INCREASED
Shares3,568 from 3,254
Change+314 (+10%)
Value$3.8M (+$44.4K)
Filed 2026-10-16
Analyst IMS Investment Management Services Ltd.
DECREASED
Shares3,563 from 4,173
Change-610 (-15%)
Value$3.8K (-$4.8M)
Filed 2026-11-05
TrinityBridge Ltd
DECREASED
Shares3,562 from 4,951
Change-1,389 (-28%)
Value$3.8K (-$5.7M)
Filed 2026-10-30
Goelzer Investment Management, Inc.
INCREASED
Shares3,559 from 1,062
Change+2,497 (+235%)
Value$3.8M (+$2.6M)
Filed 2026-10-16
State of Wyoming
DECREASED
Shares3,556 from 3,746
Change-190 (-5%)
Value$3.8M (-$536.4K)
Filed 2026-10-28
Veracity Capital LLC
DECREASED
Shares3,554 from 3,746
Change-192 (-5%)
Value$3.8M (-$539.2K)
Filed 2026-10-08
Community Financial Services Group, LLC
NEW
Shares3,542
Change+3,542
Value$3.9M
Filed 2026-10-15
Integrity Advisory Solutions, LLC
INCREASED
Shares3,533 from 3,126
Change+407 (+13%)
Value$3.8M (+$154.8K)
Filed 2026-10-29
Income Insurance Ltd
UNCHANGED
Shares3,521 from 3,521
Change0 (0%)
Value$3.8M (-$314.0K)
Filed 2026-10-21
Premier Fund Managers Ltd
NEW
Shares3,520
Change+3,520
Value$3.8K
Filed 2026-11-02
ACT Capital Partners, L.P.
NEW
Shares3,500
Change+3,500
Value$3.7M
Filed 2026-11-06
Hager Investment Management Services, LLC
DECREASED
Shares3,495 from 3,569
Change-74 (-2%)
Value$3.7M (-$396.9K)
Filed 2026-11-04
Oslo Pensjonsforsikring AS
DECREASED
Shares3,485 from 3,592
Change-107 (-3%)
Value$3.7M (-$434.3K)
Filed 2026-10-15
Northern Financial Advisors Inc
UNCHANGED
Shares3,476 from 3,476
Change0 (0%)
Value$3.7M (-$310.0K)
Filed 2026-10-29
Klingman & Associates, LLC
INCREASED
Shares3,473 from 2,869
Change+604 (+21%)
Value$3.7M (+$387.5K)
Filed 2026-10-20
Cypress Asset Management Inc
INCREASED
Shares3,453 from 2,770
Change+683 (+25%)
Value$3.7M (+$480.4K)
Filed 2026-10-09
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
INCREASED
Shares3,446 from 983
Change+2,463 (+251%)
Value$3.7M (+$2.5M)
Filed 2026-11-06
Apella Capital, LLC
INCREASED
Shares3,425 from 2,675
Change+750 (+28%)
Value$3.7M (+$1.2M)
Filed 2026-10-08
BOS Asset Management, LLC
DECREASED
Shares3,414 from 3,574
Change-160 (-4%)
Value$3.6M (-$489.1K)
Filed 2026-10-09
Creative Financial Designs Inc
INCREASED
Shares3,413 from 2,929
Change+484 (+17%)
Value$3.6M (+$254.0K)
Filed 2026-11-04
Sound Income Strategies, LLC
INCREASED
Shares3,410 from 3,178
Change+232 (+7%)
Value$3.5M (-$135.7K)
Filed 2026-10-09
Rothwell Investment Advisors, LLC
NEW
Shares3,396
Change+3,396
Value$3.6M
Filed 2026-11-06
Third View Private Wealth, LLC
INCREASED
Shares3,394 from 1,838
Change+1,556 (+85%)
Value$3.6M (+$1.5M)
Filed 2026-10-30
Moss Adams Wealth Advisors LLC
DECREASED
Shares3,391 from 4,497
Change-1,106 (-25%)
Value$3.6M (-$1.6M)
Filed 2026-10-28
Forum Financial Management, LP
DECREASED
Shares3,377 from 3,664
Change-287 (-8%)
Value$3.6M (-$632.2K)
Filed 2026-10-16
Advisor OS, LLC
DECREASED
Shares3,374 from 3,667
Change-293 (-8%)
Value$3.6M (-$639.1K)
Filed 2026-11-03
G&S Capital LLC
INCREASED
Shares3,372 from 3,234
Change+138 (+4%)
Value$3.6M (-$141.4K)
Filed 2026-10-23
Aviance Capital Partners, LLC
INCREASED
Shares3,363 from 2,403
Change+960 (+40%)
Value$3.6M (+$808.5K)
Filed 2026-10-29
Earned Wealth Advisors, LLC
INCREASED
Shares3,351 from 1,917
Change+1,434 (+75%)
Value$3.6M (+$1.4M)
Filed 2026-11-06
Hilltop National Bank
DECREASED
Shares3,325 from 3,639
Change-314 (-9%)
Value$3.5M (-$659.0K)
Filed 2026-10-14
Great Waters Wealth Management
INCREASED
Shares3,325 from 3,318
Change+7 (+0%)
Value$3.5M (-$288.4K)
Filed 2026-10-07
Cadent Capital Advisors, LLC
INCREASED
Shares3,320 from 1,024
Change+2,296 (+224%)
Value$3.5M (+$2.4M)
Filed 2026-10-09
Valmark Advisers, Inc.
INCREASED
Shares3,314 from 2,454
Change+860 (+35%)
Value$3.5M (+$697.1K)
Filed 2026-11-06
Birinyi Associates Inc
UNCHANGED
Shares3,310 from 3,310
Change0 (0%)
Value$3.5K (-$3.8M)
Filed 2026-10-28
Advisor Resource Council
DECREASED
Shares3,308 from 3,829
Change-521 (-14%)
Value$3.5M (-$251.0K)
Filed 2026-11-05
Diligent Investors, LLC
INCREASED
Shares3,303 from 3,293
Change+10 (+0%)
Value$3.5M (-$282.9K)
Filed 2026-10-21
Cromwell Holdings LLC
DECREASED
Shares3,298 from 3,519
Change-221 (-6%)
Value$3.5M (-$549.2K)
Filed 2026-10-28
Collaborative Fund Advisors, LLC
INCREASED
Shares3,287 from 1,389
Change+1,898 (+137%)
Value$3.5M (+$1.9M)
Filed 2026-11-02
Manchester Capital Management LLC
DECREASED
Shares3,269 from 3,389
Change-120 (-4%)
Value$3.5M (-$430.0K)
Filed 2026-10-22
Sustainable Insight Capital Management, LLC
DECREASED
Shares3,265 from 3,465
Change-200 (-6%)
Value$3.5M (-$522.0K)
Filed 2026-11-06
St. Louis Financial Planners Asset Management, LLC
DECREASED
Shares3,254 from 11,831
Change-8,577 (-72%)
Value$3.0M (-$8.5M)
Filed 2026-10-16
Wealth Dimensions Group, Ltd.
INCREASED
Shares3,252 from 2,649
Change+603 (+23%)
Value$3.5M (+$406.9K)
Filed 2026-11-02
Inscription Capital, LLC
DECREASED
Shares3,250 from 3,963
Change-713 (-18%)
Value$3.5M (-$1.1M)
Filed 2026-11-02
Summit Wealth Group LLC / Co
INCREASED
Shares3,239 from 2,968
Change+271 (+9%)
Value$3.4M (+$24.1K)
Filed 2026-10-29
Cabot Wealth Management Inc
DECREASED
Shares3,214 from 3,381
Change-167 (-5%)
Value$3.4M (-$479.4K)
Filed 2026-11-05
Capital Advisors Wealth Management, LLC
INCREASED
Shares3,174 from 2,503
Change+671 (+27%)
Value$3.4M (+$491.7K)
Filed 2026-10-09
Arvest Investments, Inc.
DECREASED
Shares3,172 from 3,354
Change-182 (-5%)
Value$3.4M (-$493.0K)
Filed 2026-10-21
Golden Reserve Retirement LLC
INCREASED
Shares3,168 from 1,378
Change+1,790 (+130%)
Value$3.4M (+$1.8M)
Filed 2026-11-02
Abacus Planning Group, Inc.
DECREASED
Shares3,154 from 3,295
Change-141 (-4%)
Value$3.4M (-$444.4K)
Filed 2026-11-02
Pines Wealth Management, LLC
DECREASED
Shares3,154 from 3,177
Change-23 (-1%)
Value$3.4M (-$307.8K)
Filed 2026-10-21
Total Wealth Planning & Management, Inc.
DECREASED
Shares3,149 from 3,879
Change-730 (-19%)
Value$3.4M (-$1.1M)
Filed 2026-10-23
Clearwave Capital, LLC
DECREASED
Shares3,146 from 3,346
Change-200 (-6%)
Value$3.4M (-$510.9K)
Filed 2026-10-27
Bison Wealth, LLC
INCREASED
Shares3,135 from 2,514
Change+621 (+25%)
Value$3.1M (+$625.1K)
Filed 2026-10-13
Vann Equity Management LLC
INCREASED
Shares3,126 from 2,748
Change+378 (+14%)
Value$3.3M (+$157.9K)
Filed 2026-10-08
StoneRidge PMG Advisors, LLC
NEW
Shares3,117
Change+3,117
Value$3.3K
Filed 2026-11-04
Walker Asset Management, LLC
INCREASED
Shares3,116 from 3,103
Change+13 (+0%)
Value$3.3M (-$263.5K)
Filed 2026-10-13
PVG Asset Management Corp
INCREASED
Shares3,114 from 2,913
Change+201 (+7%)
Value$3.3M (-$45.2K)
Filed 2026-10-19
Griffith & Werner, Inc.
INCREASED
Shares3,100 from 2,782
Change+318 (+11%)
Value$3.3M (+$90.7K)
Filed 2026-11-04
Regent Peak Wealth Advisors LLC
INCREASED
Shares3,094 from 2,748
Change+346 (+13%)
Value$3.3M (+$123.5K)
Filed 2026-10-13
Sage Capital Advisors,llc
DECREASED
Shares3,088 from 3,156
Change-68 (-2%)
Value$3.3M (-$353.8K)
Filed 2026-10-13
Altfest L J & Co Inc
DECREASED
Shares3,078 from 6,470
Change-3,392 (-52%)
Value$3.3M (-$4.2M)
Filed 2026-10-27
Laurel OAK Wealth Management, LLC
INCREASED
Shares3,078 from 2,646
Change+432 (+16%)
Value$3.3M (+$224.2K)
Filed 2026-10-19
Virtus Wealth Solutions LLC
DECREASED
Shares3,068 from 38,259
Change-35,191 (-92%)
Value$3.3M (-$40.9M)
Filed 2026-11-03
QTR Family Wealth, LLC
DECREASED
Shares3,024 from 4,222
Change-1,198 (-28%)
Value$3.2M (-$1.7M)
Filed 2026-11-02
Legacy Wealth Management, LLC / MS
DECREASED
Shares3,022 from 3,544
Change-522 (-15%)
Value$3.2M (-$872.0K)
Filed 2026-10-30
Retireful, LLC
INCREASED
Shares3,021 from 2,625
Change+396 (+15%)
Value$3.2M (+$187.7K)
Filed 2026-10-09
Foster Group, Inc.
INCREASED
Shares3,019 from 3,001
Change+18 (+1%)
Value$3.2M (-$247.9K)
Filed 2026-10-13
Cyndeo Wealth Partners, LLC
INCREASED
Shares3,015 from 2,790
Change+225 (+8%)
Value$3.2M (-$8.8K)
Filed 2026-10-16
Winch Advisory Services, LLC
INCREASED
Shares3,008 from 2,980
Change+28 (+1%)
Value$3.2M (-$235.5K)
Filed 2026-11-06
SFG Wealth Management, Llc.
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$3.2M (-$267.5K)
Filed 2026-10-23
Peoples Financial Services Corp.
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$3.2M (-$267.6K)
Filed 2026-10-20
Concord Wealth Partners
INCREASED
Shares2,991 from 2,938
Change+53 (+2%)
Value$3.2M (-$205.0K)
Filed 2026-11-02
First Affirmative Financial Network
NEW
Shares2,977
Change+2,977
Value$3.2M
Filed 2026-10-21
Global Assets Advisory, LLC
DECREASED
Shares2,954 from 4,159
Change-1,205 (-29%)
Value$3.1M (-$1.2M)
Filed 2026-10-28
Harbor Investment Advisory, LLC
INCREASED
Shares2,941 from 1,979
Change+962 (+49%)
Value$3.1M (+$848.1K)
Filed 2026-10-13
Columbia Advisory Partners LLC
INCREASED
Shares2,936 from 2,723
Change+213 (+8%)
Value$3.1M (-$16.0K)
Filed 2026-10-15
Intrua Financial, LLC
DECREASED
Shares2,935 from 2,955
Change-20 (-1%)
Value$3.1M (-$284.1K)
Filed 2026-10-28
Fire Capital Management LLC
INCREASED
Shares2,916 from 2,744
Change+172 (+6%)
Value$3.1M (-$61.5K)
Filed 2026-10-27
Quadcap Wealth Management, LLC
INCREASED
Shares2,915 from 2,039
Change+876 (+43%)
Value$3.1M (+$751.3K)
Filed 2026-11-02
R Squared Ltd
INCREASED
Shares2,905 from 579
Change+2,326 (+402%)
Value$3.1M (+$2.4M)
Filed 2026-11-06
Robertson Stephens Wealth Management, LLC
DECREASED
Shares2,904 from 3,422
Change-518 (-15%)
Value$3.1M (-$856.0K)
Filed 2026-10-16
Cane Capital Partners, LLC
INCREASED
Shares2,898 from 1,851
Change+1,047 (+57%)
Value$3.1M (+$950.1K)
Filed 2026-10-23
Souders Financial Advisors
INCREASED
Shares2,896 from 2,733
Change+163 (+6%)
Value$3.1M (-$71.0K)
Filed 2026-11-03
D.B. Root & Company, LLC
INCREASED
Shares2,894 from 2,723
Change+171 (+6%)
Value$3.1M (-$61.2K)
Filed 2026-11-04
Ifrah Financial Services, Inc.
DECREASED
Shares2,891 from 3,257
Change-366 (-11%)
Value$3.1M (-$680.1K)
Filed 2026-10-13
GFS Advisors, LLC
DECREASED
Shares2,883 from 3,231
Change-348 (-11%)
Value$3.1M (-$25.3M)
Filed 2026-11-03
Park Capital Management, LLC / WI
DECREASED
Shares2,860 from 3,101
Change-241 (-8%)
Value$3.0M (-$534.1K)
Filed 2026-10-13
Orange Investment Advisors, Inc.
INCREASED
Shares2,856 from 494
Change+2,362 (+478%)
Value$3.0M (+$2.5M)
Filed 2026-10-23
Gilliland Jeter Wealth Management LLC
INCREASED
Shares2,853 from 2,838
Change+15 (+1%)
Value$3.0M (-$237.1K)
Filed 2026-10-28
First Community Trust NA
INCREASED
Shares2,852 from 2,638
Change+214 (+8%)
Value$3.0M (-$7.3K)
Filed 2026-10-07
Columbia Bank
INCREASED
Shares2,845 from 1,815
Change+1,030 (+57%)
Value$3.0M (+$935.2K)
Filed 2026-10-29
Insight Advisors, LLC/ PA
DECREASED
Shares2,837 from 3,065
Change-228 (-7%)
Value$3.0M (-$516.0K)
Filed 2026-10-22
Beacon Financial Group
INCREASED
Shares2,831 from 2,522
Change+309 (+12%)
Value$3.0M (+$103.6K)
Filed 2026-10-19
Garde Capital, Inc.
INCREASED
Shares2,800 from 2,558
Change+242 (+9%)
Value$3.0M (+$29.7K)
Filed 2026-10-29
City Holding Co
INCREASED
Shares2,795 from 75
Change+2,720 (+3627%)
Value$3.0M (+$2.9M)
Filed 2026-10-19
Avantra Family Wealth, Inc.
INCREASED
Shares2,793 from 2,478
Change+315 (+13%)
Value$3.0M (+$115.0K)
Filed 2026-10-20
McAdam, LLC
INCREASED
Shares2,787 from 2,269
Change+518 (+23%)
Value$3.0M (+$350.3K)
Filed 2026-10-21
Heritage Wealth Management, Inc.
DECREASED
Shares2,772 from 2,807
Change-35 (-1%)
Value$3.0M (-$287.6K)
Filed 2026-10-28
Hohimer Wealth Management, LLC
NEW
Shares2,759
Change+2,759
Value$2.9M
Filed 2026-11-04
Clear Harbor Asset Management, LLC
DECREASED
Shares2,755 from 2,842
Change-87 (-3%)
Value$2.9M (-$346.1K)
Filed 2026-11-05
Clear Wave Wealth Management LLC
INCREASED
Shares2,747 from 2,032
Change+715 (+35%)
Value$2.9M (+$580.3K)
Filed 2026-11-04
Winnacle Wealth LLC
DECREASED
Shares2,747 from 3,156
Change-409 (-13%)
Value$2.9M (-$717.3K)
Filed 2026-10-15
Peoples Bank
INCREASED
Shares2,741 from 2,437
Change+304 (+12%)
Value$2.9M (+$106.5K)
Filed 2026-10-26
Old Port Advisors
DECREASED
Shares2,737 from 3,434
Change-697 (-20%)
Value$2.9M (-$1.0M)
Filed 2026-10-23
Certified Advisory Corp
DECREASED
Shares2,736 from 2,948
Change-212 (-7%)
Value$2.9M (-$488.6K)
Filed 2026-10-29
TriaGen Wealth Management LLC
DECREASED
Shares2,734 from 2,829
Change-95 (-3%)
Value$2.9M (-$353.3K)
Filed 2026-10-14
Concord Asset Management, LLC
INCREASED
Shares2,730 from 2,601
Change+129 (+5%)
Value$2.9M (-$94.8K)
Filed 2026-11-02
LS Investment Advisors, LLC
INCREASED
Shares2,726 from 934
Change+1,792 (+192%)
Value$2.9M (+$1.8M)
Filed 2026-10-13
FSM Wealth Advisors, LLC
INCREASED
Shares2,726 from 2,644
Change+82 (+3%)
Value$2.8M (-$228.1K)
Filed 2026-10-27
Whalen Wealth Management Inc.
INCREASED
Shares2,724 from 1,571
Change+1,153 (+73%)
Value$2.9M (+$1.1M)
Filed 2026-10-08
United Bank
INCREASED
Shares2,716 from 2,040
Change+676 (+33%)
Value$2.9M (+$538.1K)
Filed 2026-11-06
VUB Generali dochodkova spravcovska spolocnost, a.s.
INCREASED
Shares2,716 from 2,589
Change+127 (+5%)
Value$2.9M (-$95.6K)
Filed 2026-10-26
Plancorp, LLC
INCREASED
Shares2,708 from 2,646
Change+62 (+2%)
Value$2.4M (-$83.8K)
Filed 2026-11-03
Redhawk Wealth Advisors, Inc.
INCREASED
Shares2,705 from 2,629
Change+76 (+3%)
Value$2.9M (-$154.0K)
Filed 2026-10-14
JSF Financial, LLC
DECREASED
Shares2,702 from 2,816
Change-114 (-4%)
Value$2.9M (-$372.4K)
Filed 2026-10-22
Washburn Capital Management, Inc.
INCREASED
Shares2,695 from 2,594
Change+101 (+4%)
Value$2.9M (-$123.8K)
Filed 2026-10-19
AdvisorNet Financial, Inc
INCREASED
Shares2,686 from 1,669
Change+1,017 (+61%)
Value$2.5M (+$529.7K)
Filed 2026-10-15
Zullo Investment Group, Inc.
INCREASED
Shares2,685 from 2,441
Change+244 (+10%)
Value$2.9M (+$42.2K)
Filed 2026-10-20
Cape Investment Advisory, Inc.
DECREASED
Shares2,684 from 3,088
Change-404 (-13%)
Value$2.9M (-$705.5K)
Filed 2026-10-13
Greenspring Advisors, LLC
INCREASED
Shares2,676 from 1,199
Change+1,477 (+123%)
Value$2.9M (+$1.5M)
Filed 2026-11-05
Altman Advisors, Inc.
INCREASED
Shares2,666 from 2,637
Change+29 (+1%)
Value$2.8M (-$204.3K)
Filed 2026-11-05
Wiregrass Investment Management LLC
DECREASED
Shares2,660 from 2,829
Change-169 (-6%)
Value$2.8M (-$432.2K)
Filed 2026-11-05
Absolute Capital Management, LLC
INCREASED
Shares2,657 from 2,226
Change+431 (+19%)
Value$2.8M (+$260.6K)
Filed 2026-10-16
Riversedge Advisors, LLC
INCREASED
Shares2,657 from 2,399
Change+258 (+11%)
Value$2.8M (+$60.9K)
Filed 2026-10-09
Ninety One SA (PTY) Ltd
UNCHANGED
Shares2,640 from 2,640
Change0 (0%)
Value$2.8M (-$169.0K)
Filed 2026-10-15
SkyOak Wealth, LLC
INCREASED
Shares2,635 from 2,135
Change+500 (+23%)
Value$2.8M (+$341.5K)
Filed 2026-10-28
Silphium Asset Management Ltd
UNCHANGED
Shares2,635 from 2,635
Change0 (0%)
Value$2.8M (-$235.0K)
Filed 2026-10-27
Marathon Capital Management
DECREASED
Shares2,634 from 2,695
Change-61 (-2%)
Value$2.8M (-$305.3K)
Filed 2026-10-23
Scratch Capital LLC
INCREASED
Shares2,613 from 2,101
Change+512 (+24%)
Value$2.8M (+$358.6K)
Filed 2026-11-02
Roman Butler Fullerton & Co
INCREASED
Shares2,613 from 2,390
Change+223 (+9%)
Value$2.4M (+$126.1K)
Filed 2026-10-27
Midwest Trust Co
INCREASED
Shares2,601 from 1,562
Change+1,039 (+67%)
Value$2.8M (+$967.4K)
Filed 2026-10-22
Goodman Advisory Group, LLC
DECREASED
Shares2,601 from 2,612
Change-11 (0%)
Value$2.8M (-$244.7K)
Filed 2026-11-02
1900 Wealth Management LLC
INCREASED
Shares2,598 from 2,269
Change+329 (+15%)
Value$2.8M (+$147.2K)
Filed 2026-10-13
D'Orazio & Associates, Inc.
INCREASED
Shares2,597 from 2,209
Change+388 (+18%)
Value$2.8M (+$216.3K)
Filed 2026-11-04
Fairvoy Private Wealth, LLC
INCREASED
Shares2,594 from 1,981
Change+613 (+31%)
Value$2.8M (+$476.2K)
Filed 2026-10-19
Investment Insight Wealth Management, LLC
DECREASED
Shares2,580 from 2,609
Change-29 (-1%)
Value$2.7M (-$264.1K)
Filed 2026-10-30
CFM Wealth Partners LLC
INCREASED
Shares2,573 from 2,505
Change+68 (+3%)
Value$2.7M (-$151.0K)
Filed 2026-11-05
Wealth Quarterback LLC
INCREASED
Shares2,569 from 1,904
Change+665 (+35%)
Value$2.7M (+$538.4K)
Filed 2026-10-20
Relyea Zuckerberg Hanson LLC
DECREASED
Shares2,566 from 2,670
Change-104 (-4%)
Value$2.7M (-$348.9K)
Filed 2026-10-20
Founders Financial Securities LLC
INCREASED
Shares2,564 from 681
Change+1,883 (+277%)
Value$2.7M (+$1.9M)
Filed 2026-10-28
Wealth Architects, LLC
DECREASED
Shares2,564 from 2,734
Change-170 (-6%)
Value$2.7M (-$425.0K)
Filed 2026-11-03
SilverOak Wealth Management LLC
DECREASED
Shares2,559 from 2,798
Change-239 (-9%)
Value$2.7M (-$504.1K)
Filed 2026-10-29
Milestone Asset Management, LLC
DECREASED
Shares2,550 from 2,800
Change-250 (-9%)
Value$2.7M (-$515.9K)
Filed 2026-10-15
Parsons Capital Management Inc
DECREASED
Shares2,543 from 3,143
Change-600 (-19%)
Value$2.7M (-$919.4K)
Filed 2026-10-28
Providence First Trust Co
INCREASED
Shares2,537 from 2,472
Change+65 (+3%)
Value$2.7M (-$150.8K)
Filed 2026-11-02
Cypress Wealth Services, LLC
INCREASED
Shares2,533 from 2,434
Change+99 (+4%)
Value$2.6M (-$161.4K)
Filed 2026-10-21
Sunbeam Capital Management, LLC
DECREASED
Shares2,529 from 2,753
Change-224 (-8%)
Value$2.7M (-$483.8K)
Filed 2026-11-05
Impact Capital Partners LLC
INCREASED
Shares2,524 from 1,904
Change+620 (+33%)
Value$2.7M (+$490.8K)
Filed 2026-10-22
Personal CFO Solutions, LLC
INCREASED
Shares2,517 from 2,480
Change+37 (+1%)
Value$2.7M (-$180.8K)
Filed 2026-11-06
Advisory Resource Group
INCREASED
Shares2,507 from 2,287
Change+220 (+10%)
Value$2.7M (+$30.6K)
Filed 2026-10-26
Triumph Capital Management
DECREASED
Shares2,505 from 2,681
Change-176 (-7%)
Value$2.7M (-$426.1K)
Filed 2026-10-14
Tuttle Capital Management, LLC
DECREASED
Shares2,503 from 3,990
Change-1,487 (-37%)
Value$2.7M (-$1.9M)
Filed 2026-10-21
Canopy Partners, LLC
INCREASED
Shares2,503 from 2,319
Change+184 (+8%)
Value$2.7M (-$10.8K)
Filed 2026-10-28
Smith Group Asset Management, LLC
DECREASED
Shares2,501 from 2,648
Change-147 (-6%)
Value$2.7M (-$392.7K)
Filed 2026-10-27
Lyell Wealth Management, LP
DECREASED
Shares2,500 from 2,880
Change-380 (-13%)
Value$2.7M (-$661.6K)
Filed 2026-10-30
Howard Financial Services, Ltd.
INCREASED
Shares2,498 from 2,157
Change+341 (+16%)
Value$2.7M (+$171.1K)
Filed 2026-10-15
Quantum Financial Advisors, LLC
INCREASED
Shares2,494 from 2,474
Change+20 (+1%)
Value$2.7M (-$199.4K)
Filed 2026-11-03
Jacobsen Capital Management
INCREASED
Shares2,492 from 2,475
Change+17 (+1%)
Value$2.7M (-$202.6K)
Filed 2026-10-27
KCM Investment Advisors LLC
INCREASED
Shares2,490 from 2,332
Change+158 (+7%)
Value$2.7M (-$39.7K)
Filed 2026-10-27
First Command Advisory Services, Inc.
INCREASED
Shares2,484 from 1,154
Change+1,330 (+115%)
Value$2.6M (+$1.3M)
Filed 2026-11-05
Clearstead Trust, LLC
INCREASED
Shares2,469 from 419
Change+2,050 (+489%)
Value$2.6M (+$2.1M)
Filed 2026-11-06
Ignite Planners, LLC
INCREASED
Shares2,443 from 1,214
Change+1,229 (+101%)
Value$2.6M (+$1.2M)
Filed 2026-10-14
Townsend Asset Management Corp
INCREASED
Shares2,442 from 2,431
Change+11 (+0%)
Value$2.6M (-$205.1K)
Filed 2026-10-29
Shelton Wealth Management, LLC
DECREASED
Shares2,429 from 2,465
Change-36 (-1%)
Value$2.6M (-$258.1K)
Filed 2026-10-16
365 WMG Private Fund I: Primus Fund LLC
NEW
Shares2,428
Change+2,428
Value$2.6M
Filed 2026-10-20
Axecap Investments, LLC
NEW
Shares2,428
Change+2,428
Value$2.6M
Filed 2026-10-20
Magnus Financial Group LLC
INCREASED
Shares2,419 from 2,006
Change+413 (+21%)
Value$2.6M (+$261.4K)
Filed 2026-10-21
Beacon Financial Advisory LLC
INCREASED
Shares2,417 from 2,222
Change+195 (+9%)
Value$2.6M (+$9.7K)
Filed 2026-10-16
Point Nemo Capital, LLC
DECREASED
Shares2,399 from 2,486
Change-87 (-3%)
Value$2.6M (-$314.8K)
Filed 2026-11-03
Allegiance Financial Group Advisory Services LLC
DECREASED
Shares2,395 from 2,402
Change-7 (0%)
Value$2.6M (-$221.6K)
Filed 2026-11-02
MH & Associates Securities Management Corp
UNCHANGED
Shares2,395 from 2,395
Change0 (0%)
Value$2.6M (-$213.6K)
Filed 2026-10-30
Worth Asset Management, LLC
DECREASED
Shares2,391 from 3,298
Change-907 (-27%)
Value$2.5M (-$1.3M)
Filed 2026-10-07
HBW Advisory Services LLC
INCREASED
Shares2,390 from 1,966
Change+424 (+22%)
Value$2.5M (+$276.4K)
Filed 2026-10-15
Adamsbrown Wealth Consultants LLC
INCREASED
Shares2,384 from 2,240
Change+144 (+6%)
Value$2.5M (-$46.0K)
Filed 2026-10-20
Syverson Strege & Co
DECREASED
Shares2,384 from 2,471
Change-87 (-4%)
Value$2.5M (-$313.0K)
Filed 2026-11-02
Financial Partners Group, Inc
INCREASED
Shares2,382 from 2,256
Change+126 (+6%)
Value$2.5M (-$66.9K)
Filed 2026-10-19
JGP Wealth Management, LLC
INCREASED
Shares2,354 from 1,974
Change+380 (+19%)
Value$2.5M (+$228.8K)
Filed 2026-10-13
Byrne Asset Management LLC
INCREASED
Shares2,341 from 1,872
Change+469 (+25%)
Value$2.6M (+$408.2K)
Filed 2026-10-06
Cardinal Point Capital Management ULC
INCREASED
Shares2,338 from 2,188
Change+150 (+7%)
Value$2.5M (-$35.0K)
Filed 2026-10-21
BNB Wealth Management, LLC
DECREASED
Shares2,328 from 2,757
Change-429 (-16%)
Value$2.5M (-$702.4K)
Filed 2026-10-28
Rose Capital Advisors LLC
INCREASED
Shares2,326 from 586
Change+1,740 (+297%)
Value$2.5M (+$1.8M)
Filed 2026-11-04
Garner Asset Management Corp
DECREASED
Shares2,325 from 3,734
Change-1,409 (-38%)
Value$2.1M (-$2.2M)
Filed 2026-10-30
Rossby Financial, LCC
INCREASED
Shares2,325 from 1,946
Change+379 (+19%)
Value$2.5M (+$230.1K)
Filed 2026-11-05
Harrell Investment Partners, LLC
DECREASED
Shares2,324 from 2,558
Change-234 (-9%)
Value$2.5M (-$477.4K)
Filed 2026-10-15
N10 Assets, LLC
UNCHANGED
Shares2,324 from 2,324
Change0 (0%)
Value$2.5M (-$207.3K)
Filed 2026-10-14
Xcel Wealth Management, LLC
INCREASED
Shares2,323 from 1,464
Change+859 (+59%)
Value$2.5M (+$784.4K)
Filed 2026-10-26
Clarus Wealth Advisors
NEW
Shares2,310
Change+2,310
Value$2.4M
Filed 2026-10-13
Legacy Capital Wealth Partners, LLC
INCREASED
Shares2,305 from 1,962
Change+343 (+17%)
Value$2.5M (+$190.7K)
Filed 2026-10-21
Quadrant Private Wealth Management, LLC
NEW
Shares2,301
Change+2,301
Value$2.5M
Filed 2026-11-04
Titleist Asset Management, LLC
DECREASED
Shares2,301 from 2,651
Change-350 (-13%)
Value$2.5M (-$609.4K)
Filed 2026-10-08
St. Louis Trust Co
UNCHANGED
Shares2,296 from 2,296
Change0 (0%)
Value$2.4M (+$2.1M)
Filed 2026-11-03
Lewis Asset Management, LLC
DECREASED
Shares2,295 from 2,414
Change-119 (-5%)
Value$2.4M (-$341.7K)
Filed 2026-10-14
Principle Wealth Partners LLC
INCREASED
Shares2,293 from 1,852
Change+441 (+24%)
Value$2.4M (+$305.0K)
Filed 2026-11-02
Partners Wealth Management, LLC
INCREASED
Shares2,292 from 261
Change+2,031 (+778%)
Value$2.4M (+$2.1M)
Filed 2026-10-28
Tanager Wealth Management LLP
INCREASED
Shares2,290 from 2,097
Change+193 (+9%)
Value$2.4M (+$18.6K)
Filed 2026-10-19
Tactive Advisors, LLC
DECREASED
Shares2,286 from 2,793
Change-507 (-18%)
Value$2.4M (-$789.0K)
Filed 2026-10-08
Hanseatic Management Services Inc
INCREASED
Shares2,275 from 2,217
Change+58 (+3%)
Value$2.4M (-$135.9K)
Filed 2026-10-27
CWC Advisors, Llc.
INCREASED
Shares2,274 from 2,212
Change+62 (+3%)
Value$2.4M (-$131.2K)
Filed 2026-10-15
Uhlmann Price Securities, LLC
DECREASED
Shares2,273 from 2,473
Change-200 (-8%)
Value$2.4M (-$433.6K)
Filed 2026-11-03
Vanderbilt University
NEW
Shares2,272
Change+2,272
Value$2.4M
Filed 2026-11-02
Miramontes Capital, LLC
INCREASED
Shares2,266 from 1,822
Change+444 (+24%)
Value$2.4M (+$310.4K)
Filed 2026-10-19
May Hill Capital, LLC
INCREASED
Shares2,265 from 2,051
Change+214 (+10%)
Value$2.4M (+$44.0K)
Filed 2026-11-03
Claro Advisors Inc.
INCREASED
Shares2,264 from 1,439
Change+825 (+57%)
Value$2.4M (+$750.6K)
Filed 2026-11-02
Rise Advisors, LLC
INCREASED
Shares2,263 from 2,262
Change+1 (+0%)
Value$2.4M (-$200.3K)
Filed 2026-10-16
DSG Capital Advisors, LLC
INCREASED
Shares2,260 from 1,618
Change+642 (+40%)
Value$2.4M (+$816.5K)
Filed 2026-11-05
Northwest Wealth Management, LLC
DECREASED
Shares2,256 from 2,669
Change-413 (-15%)
Value$2.4M (-$677.9K)
Filed 2026-10-30
Whitener Capital Management, Inc.
DECREASED
Shares2,255 from 2,615
Change-360 (-14%)
Value$2.4M (-$616.6K)
Filed 2026-10-15
Lantz Financial LLC
INCREASED
Shares2,246 from 2,219
Change+27 (+1%)
Value$2.4M (-$169.2K)
Filed 2026-10-15
Abundance Wealth Counselors
DECREASED
Shares2,240 from 2,279
Change-39 (-2%)
Value$2.4M (-$244.8K)
Filed 2026-10-26
Bernicke Wealth Management, Ltd.
NEW
Shares2,238
Change+2,238
Value$2.4M
Filed 2026-11-06
Simon Quick Advisors, LLC
INCREASED
Shares2,233 from 1,021
Change+1,212 (+119%)
Value$2.4M (+$1.2M)
Filed 2026-10-26
BIP Wealth, LLC
INCREASED
Shares2,233 from 1,984
Change+249 (+13%)
Value$2.4M (+$88.4K)
Filed 2026-10-22
Kieckhefer Group LLC
INCREASED
Shares2,230 from 1,525
Change+705 (+46%)
Value$2.4M (+$614.9K)
Filed 2026-10-13
BayBridge Capital Group, LLC
INCREASED
Shares2,222 from 853
Change+1,369 (+160%)
Value$2.4M (+$1.4M)
Filed 2026-10-13
Trust Co of Oklahoma
INCREASED
Shares2,219 from 2,193
Change+26 (+1%)
Value$2.4M (-$167.9K)
Filed 2026-10-15
PKS Advisory Services, LLC
UNCHANGED
Shares2,219 from 2,219
Change0 (0%)
Value$2.6M ($0)
Filed 2026-10-26
CFC Planning Co LLC
DECREASED
Shares2,218 from 2,285
Change-67 (-3%)
Value$2.4M (-$273.8K)
Filed 2026-10-28
Central Bank & Trust Co
DECREASED
Shares2,216 from 4,345
Change-2,129 (-49%)
Value$2.4M (-$2.7M)
Filed 2026-10-09
AA Financial Advisors, LLC
INCREASED
Shares2,211 from 1,830
Change+381 (+21%)
Value$2.4M (+$242.6K)
Filed 2026-10-19
TCV Trust & Wealth Management, Inc.
DECREASED
Shares2,208 from 2,397
Change-189 (-8%)
Value$2.4M (-$415.1K)
Filed 2026-10-16
Lebenthal Global Advisors, LLC
INCREASED
Shares2,191 from 1,864
Change+327 (+18%)
Value$2.3M (+$182.1K)
Filed 2026-10-28
Trust Co
INCREASED
Shares2,175 from 128
Change+2,047 (+1599%)
Value$2.3M (+$2.2M)
Filed 2026-10-09
Carlson Financial, Inc.
INCREASED
Shares2,175 from 2,086
Change+89 (+4%)
Value$2.3M (-$93.2K)
Filed 2026-11-05
Silverlake Wealth Management LLC
DECREASED
Shares2,175 from 2,191
Change-16 (-1%)
Value$2.3M (-$212.3K)
Filed 2026-10-21
EPG Wealth Management LLC
INCREASED
Shares2,168 from 2,157
Change+11 (+1%)
Value$2.3M (-$180.4K)
Filed 2026-11-03
Leo Wealth, LLC
NEW
Shares2,167
Change+2,167
Value$2.3M
Filed 2026-10-26
Retirement Planning Co of New England, Inc.
DECREASED
Shares2,159 from 2,386
Change-227 (-10%)
Value$2.3M (-$454.3K)
Filed 2026-10-15
XML Financial, LLC
DECREASED
Shares2,159 from 2,254
Change-95 (-4%)
Value$2.3M (-$302.1K)
Filed 2026-10-29
Legacy Financial Strategies, LLC
INCREASED
Shares2,154 from 2,006
Change+148 (+7%)
Value$2.3M (-$21.2K)
Filed 2026-10-15
Centennial Wealth Advisory LLC
INCREASED
Shares2,149 from 1,943
Change+206 (+11%)
Value$2.3M (+$47.2K)
Filed 2026-10-16
Cassaday & Co Wealth Management LLC
INCREASED
Shares2,145 from 2,135
Change+10 (+0%)
Value$2.3M (-$179.6K)
Filed 2026-10-27
Burns Matteson Capital Management, LLC
INCREASED
Shares2,142 from 1,665
Change+477 (+29%)
Value$2.3M (+$359.6K)
Filed 2026-10-16
LexAurum Advisors, LLC
INCREASED
Shares2,136 from 968
Change+1,168 (+121%)
Value$2.3M (+$1.2M)
Filed 2026-10-19
Central Valley Advisors, LLC
DECREASED
Shares2,125 from 2,172
Change-47 (-2%)
Value$2.3M (-$243.8K)
Filed 2026-10-27
Stenger Family Office, LLC
DECREASED
Shares2,124 from 2,469
Change-345 (-14%)
Value$2.0M (-$825.3K)
Filed 2026-10-22
Welch & Forbes LLC
INCREASED
Shares2,112 from 1,835
Change+277 (+15%)
Value$2.2M (+$131.4K)
Filed 2026-11-04
Commonwealth Financial Services, LLC
DECREASED
Shares2,111 from 2,522
Change-411 (-16%)
Value$2.2M (-$662.6K)
Filed 2026-10-20
Intelligence Driven Advisers, LLC
DECREASED
Shares2,102 from 2,361
Change-259 (-11%)
Value$2.2M (-$486.4K)
Filed 2026-10-09
Orrstown Financial Services Inc
DECREASED
Shares2,100 from 2,165
Change-65 (-3%)
Value$2.2M (-$262.3K)
Filed 2026-10-14
Investment Partners Asset Management, Inc.
DECREASED
Shares2,098 from 2,206
Change-108 (-5%)
Value$2.2M (-$311.8K)
Filed 2026-10-09
TBH Global Asset Management, LLC
DECREASED
Shares2,098 from 2,176
Change-78 (-4%)
Value$2.2M (-$276.9K)
Filed 2026-11-03
Ullmann Wealth Partners Group, LLC
INCREASED
Shares2,097 from 2,048
Change+49 (+2%)
Value$2.2M (-$129.7K)
Filed 2026-11-02
Seven Mile Advisory
DECREASED
Shares2,095 from 2,192
Change-97 (-4%)
Value$2.2M (-$298.8K)
Filed 2026-10-22
Paladin Partners, LLC
NEW
Shares2,090
Change+2,090
Value$2.2M
Filed 2026-10-06
Asahi Life Asset Management Co., Ltd.
DECREASED
Shares2,089 from 2,200
Change-111 (-5%)
Value$2.2M (-$314.4K)
Filed 2026-11-06
Ted Buchan & Co
INCREASED
Shares2,084 from 1,742
Change+342 (+20%)
Value$2.2M (+$208.9K)
Filed 2026-10-23
Rossmore Private Capital
INCREASED
Shares2,083 from 1,875
Change+208 (+11%)
Value$2.2M (+$54.4K)
Filed 2026-10-27
Altus Wealth Group LLC
DECREASED
Shares2,079 from 2,136
Change-57 (-3%)
Value$2.2M (-$251.2K)
Filed 2026-10-20
Lighthouse Financial Services Inc
DECREASED
Shares2,077 from 2,078
Change-1 (0%)
Value$2.2M (+$67.2K)
Filed 2026-11-02
Wavvest Wealth LLC
NEW
Shares2,072
Change+2,072
Value$2.2M
Filed 2026-10-21
Elevated Financial Group LLC
INCREASED
Shares2,061 from 2,056
Change+5 (+0%)
Value$2.2M (-$178.0K)
Filed 2026-10-16
55 North Private Wealth, LLC
INCREASED
Shares2,060 from 1,995
Change+65 (+3%)
Value$2.2M (-$108.7K)
Filed 2026-10-20
Sageworth Trust Co
INCREASED
Shares2,056 from 1,195
Change+861 (+72%)
Value$2.2M (+$810.5K)
Filed 2026-10-30
Yarbrough Capital, LLC
INCREASED
Shares2,044 from 1,244
Change+800 (+64%)
Value$2.2M (+$741.1K)
Filed 2026-10-19
Probity Advisors, Inc.
DECREASED
Shares2,043 from 2,285
Change-242 (-11%)
Value$2.2M (-$461.5K)
Filed 2026-10-23
Independent Solutions Wealth Management, LLC
UNCHANGED
Shares2,039 from 2,039
Change0 (0%)
Value$2.2M (-$181.8K)
Filed 2026-10-28
Finer Wealth Management, Inc.
INCREASED
Shares2,036 from 1,944
Change+92 (+5%)
Value$2.2M (-$75.4K)
Filed 2026-10-16
Apex Wealth Management, LLC
INCREASED
Shares2,031 from 2,020
Change+11 (+1%)
Value$2.2M (-$169.2K)
Filed 2026-10-20
Arrow Financial Corp
NEW
Shares2,023
Change+2,023
Value$2.2M
Filed 2026-10-26
First Bank & Trust
INCREASED
Shares2,023 from 1,776
Change+247 (+14%)
Value$2.2M (+$104.7K)
Filed 2026-10-19
Blue Fin Capital, Inc.
INCREASED
Shares2,022 from 1,629
Change+393 (+24%)
Value$2.2M (+$273.0K)
Filed 2026-10-28
Financial & Tax Architects, LLC
NEW
Shares2,021
Change+2,021
Value$2.2M
Filed 2026-10-15
Beacon Investment Advisory Services, Inc.
INCREASED
Shares2,021 from 1,989
Change+32 (+2%)
Value$2.2M (-$143.3K)
Filed 2026-10-13
Godsey & Gibb, Inc
INCREASED
Shares2,020 from 1,998
Change+22 (+1%)
Value$2.2M (-$154.7K)
Filed 2026-10-14
Braeburn Wealth Management LLC
DECREASED
Shares2,019 from 2,209
Change-190 (-9%)
Value$2.1M (-$399.3K)
Filed 2026-10-15
Founders Grove Wealth Partners, LLC
INCREASED
Shares2,012 from 1,236
Change+776 (+63%)
Value$2.1M (+$716.3K)
Filed 2026-10-16
Cornerstone Enterprises, LLC
DECREASED
Shares2,010 from 3,257
Change-1,247 (-38%)
Value$2.1M (-$1.6M)
Filed 2026-10-15
Equitable Trust Co
DECREASED
Shares2,009 from 2,227
Change-218 (-10%)
Value$2.1M (-$430.8K)
Filed 2026-10-13
Investors Asset Management of Georgia Inc
INCREASED
Shares2,006 from 1,999
Change+7 (+0%)
Value$2.1M (-$170.8K)
Filed 2026-10-20
MW Advisory, LLC
INCREASED
Shares2,003 from 1,243
Change+760 (+61%)
Value$2.1M (+$698.6K)
Filed 2026-10-19
LRZ Capital LLC
NEW
Shares2,002
Change+2,002
Value$2.1M
Filed 2026-11-05
John G Ullman & Associates Inc
DECREASED
Shares2,000 from 2,835
Change-835 (-29%)
Value$2.1M (-$1.1M)
Filed 2026-11-04
WP Advisors, LLC
NEW
Shares1,999
Change+1,999
Value$2.1M
Filed 2026-10-22
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares1,989 from 1,419
Change+570 (+40%)
Value$2.1M (+$481.2K)
Filed 2026-10-14
United Asset Strategies, Inc.
INCREASED
Shares1,972 from 1,942
Change+30 (+2%)
Value$2.1M (-$141.3K)
Filed 2026-10-28
Aljian Capital Management, LLC
INCREASED
Shares1,969 from 1,658
Change+311 (+19%)
Value$2.1M (+$183.5K)
Filed 2026-10-28
Chung Wu Investment Group, LLC
DECREASED
Shares1,965 from 10,180
Change-8,215 (-81%)
Value$2.1M (-$9.7M)
Filed 2026-11-03
Bright Futures Wealth Management, Llc.
DECREASED
Shares1,964 from 2,030
Change-66 (-3%)
Value$2.1M (-$251.1K)
Filed 2026-10-23
Murphy & Mullick Capital Management Corp
DECREASED
Shares1,958 from 2,152
Change-194 (-9%)
Value$2.1M (-$397.5K)
Filed 2026-11-02
MFG Wealth Management, Inc.
NEW
Shares1,955
Change+1,955
Value$2.1M
Filed 2026-10-09
Eagle Wealth Strategies LLC
INCREASED
Shares1,948 from 1,669
Change+279 (+17%)
Value$2.1M (+$148.3K)
Filed 2026-10-20
Accuvest Global Advisors
INCREASED
Shares1,946 from 350
Change+1,596 (+456%)
Value$2.1M (+$1.7M)
Filed 2026-11-04
Teza Capital Management LLC
INCREASED
Shares1,944 from 1,934
Change+10 (+1%)
Value$2.1M (-$161.8K)
Filed 2026-10-23
Prairie Advisory, LLC
INCREASED
Shares1,934 from 969
Change+965 (+100%)
Value$2.1M (+$941.7K)
Filed 2026-10-19
Symmetry Partners, LLC
INCREASED
Shares1,933 from 1,828
Change+105 (+6%)
Value$2.1M (-$51.2K)
Filed 2026-10-27
Goldstein Advisors, LLC
INCREASED
Shares1,924 from 1,381
Change+543 (+39%)
Value$2.0M (+$455.2K)
Filed 2026-10-15
Strategy Asset Managers LLC
INCREASED
Shares1,924 from 1,898
Change+26 (+1%)
Value$2.0M (-$141.6K)
Filed 2026-10-14
Fiduciary Alliance LLC
DECREASED
Shares1,921 from 1,997
Change-76 (-4%)
Value$2.0M (-$259.3K)
Filed 2026-10-13
Family Investment Center, Inc.
INCREASED
Shares1,913 from 1,739
Change+174 (+10%)
Value$2.0M (+$30.1K)
Filed 2026-10-19
Tower View Wealth Management LLC
INCREASED
Shares1,900 from 1,794
Change+106 (+6%)
Value$2.0M (-$46.8K)
Filed 2026-10-23
Vista Capital Partners, Inc.
DECREASED
Shares1,896 from 2,251
Change-355 (-16%)
Value$2.0M (-$578.9K)
Filed 2026-11-06
Williams & Novak Wealth Management, LLC
INCREASED
Shares1,889 from 1,730
Change+159 (+9%)
Value$2.0M (+$15.1K)
Filed 2026-10-09
Private Management Group Inc
DECREASED
Shares1,887 from 1,962
Change-75 (-4%)
Value$2.0M (-$254.9K)
Filed 2026-11-04
RS Crum Inc.
DECREASED
Shares1,885 from 2,110
Change-225 (-11%)
Value$2.0M (-$427.8K)
Filed 2026-10-19
Invenio Wealth Partners LLC
DECREASED
Shares1,885 from 1,902
Change-17 (-1%)
Value$2.0M (-$187.7K)
Filed 2026-10-20
Legacy Private Trust Co.
INCREASED
Shares1,878 from 475
Change+1,403 (+295%)
Value$2.0M (+$1.5M)
Filed 2026-10-06
Woodward Diversified Capital, LLC
INCREASED
Shares1,875 from 1,630
Change+245 (+15%)
Value$2.0M (+$115.7K)
Filed 2026-10-21
Blue Jean Financial LLC
NEW
Shares1,872
Change+1,872
Value$2.0M
Filed 2026-10-20
JBR Co Financial Management Inc
INCREASED
Shares1,869 from 1,806
Change+63 (+3%)
Value$1.9M (-$155.3K)
Filed 2026-10-13
Philip James Wealth Mangement, LLC
DECREASED
Shares1,866 from 2,561
Change-695 (-27%)
Value$2.0M (-$968.6K)
Filed 2026-10-27
Retirement Planning Group, LLC
DECREASED
Shares1,866 from 2,057
Change-191 (-9%)
Value$2.0M (-$387.5K)
Filed 2026-10-19
Edgemoor Investment Advisors, Inc.
INCREASED
Shares1,857 from 1,838
Change+19 (+1%)
Value$2.0M (-$144.8K)
Filed 2026-11-03
Waycross Partners, LLC
NEW
Shares1,853
Change+1,853
Value$2.0M
Filed 2026-11-03
Beaumont Financial Advisors, LLC
DECREASED
Shares1,850 from 2,194
Change-344 (-16%)
Value$2.0M (-$562.0K)
Filed 2026-10-22
Aspire Private Capital, LLC
DECREASED
Shares1,844 from 1,861
Change-17 (-1%)
Value$2.0M (-$183.9K)
Filed 2026-11-05
AMG Asset Management Group, Inc.
INCREASED
Shares1,837 from 1,484
Change+353 (+24%)
Value$2.0M (+$243.6K)
Filed 2026-10-21
Carolina Wealth Advisors, LLC
INCREASED
Shares1,826 from 1,746
Change+80 (+5%)
Value$1.9M (-$70.5K)
Filed 2026-10-23
Pension & Wealth Management Advisors, Inc.
NEW
Shares1,822
Change+1,822
Value$1.9M
Filed 2026-10-16
Penobscot Investment Management Company, Inc.
NEW
Shares1,818
Change+1,818
Value$1.9M
Filed 2026-10-26
Lodestone Wealth Management LLC
INCREASED
Shares1,815 from 1,669
Change+146 (+9%)
Value$1.9M (+$6.9K)
Filed 2026-10-14
Merrion Investment Management Co, LLC
DECREASED
Shares1,813 from 3,713
Change-1,900 (-51%)
Value$1.9M (-$2.4M)
Filed 2026-10-16
Bryant Woods Investment Advisors, LLC
DECREASED
Shares1,811 from 1,813
Change-2 (0%)
Value$1.9M (-$163.5K)
Filed 2026-10-26
Jeppson Wealth Management, LLC
DECREASED
Shares1,805 from 1,806
Change-1 (0%)
Value$1.9M (-$162.1K)
Filed 2026-10-20
Argentarii, LLC
INCREASED
Shares1,804 from 1,563
Change+241 (+15%)
Value$1.9M (+$564.0K)
Filed 2026-10-28
McGlone Suttner Wealth Management, Inc.
INCREASED
Shares1,801 from 1,659
Change+142 (+9%)
Value$1.9M (+$2.8K)
Filed 2026-10-13
Westwind Capital
DECREASED
Shares1,800 from 1,901
Change-101 (-5%)
Value$1.9K (-$277)
Filed 2026-10-08
Mount Vernon Associates Inc
UNCHANGED
Shares1,800 from 1,800
Change0 (0%)
Value$1.9K (-$2.1M)
Filed 2026-10-26
Cherokee Insurance Co
UNCHANGED
Shares1,800 from 1,800
Change0 (0%)
Value$1.9M (-$160.5K)
Filed 2026-11-05
Armstrong Henry H Associates Inc
UNCHANGED
Shares1,800 from 1,800
Change0 (0%)
Value$1.9M (-$160.5K)
Filed 2026-10-07
Park Edge Advisors, LLC
DECREASED
Shares1,795 from 2,654
Change-859 (-32%)
Value$1.9M (-$1.2M)
Filed 2026-10-28
Vilga Financial Planning LLC
DECREASED
Shares1,792 from 1,802
Change-10 (-1%)
Value$1.9M (-$171.4K)
Filed 2026-10-09
Heritage Family Offices, LLP
INCREASED
Shares1,791 from 1,529
Change+262 (+17%)
Value$1.9M (+$142.7K)
Filed 2026-11-02
WealthBridge Capital Management, LLC
INCREASED
Shares1,790 from 1,739
Change+51 (+3%)
Value$1.9M (-$100.8K)
Filed 2026-10-16
Brown Shipley& Co Ltd
NEW
Shares1,777
Change+1,777
Value$1.9M
Filed 2026-10-09
Clearwater Capital Advisors, LLC
INCREASED
Shares1,773 from 1,719
Change+54 (+3%)
Value$1.9M (-$95.8K)
Filed 2026-11-06
True Freedom Investing, LLC
NEW
Shares1,769
Change+1,769
Value$1.9M
Filed 2026-10-29
Contravisory Investment Management, Inc.
INCREASED
Shares1,762 from 1,554
Change+208 (+13%)
Value$1.9M (+$83.0K)
Filed 2026-10-13
Myriad Asset Management US LP
INCREASED
Shares1,758 from 609
Change+1,149 (+189%)
Value$1.9M (+$1.2M)
Filed 2026-11-03
Royal Fund Management, LLC
INCREASED
Shares1,756 from 843
Change+913 (+108%)
Value$1.9M (+$897.2K)
Filed 2026-10-22
Brucke Financial, Inc.
INCREASED
Shares1,747 from 1,529
Change+218 (+14%)
Value$1.9M (+$95.8K)
Filed 2026-10-23
North Star Investment Management Corp.
INCREASED
Shares1,735 from 1,703
Change+32 (+2%)
Value$1.8M (-$117.8K)
Filed 2026-10-27
Morey & Quinn Wealth Partners, LLC
INCREASED
Shares1,733 from 1,731
Change+2 (+0%)
Value$1.8M (-$152.2K)
Filed 2026-10-28
Traphagen Investment Advisors LLC
DECREASED
Shares1,730 from 1,764
Change-34 (-2%)
Value$1.8M (-$193.8K)
Filed 2026-10-14
Finivi Inc.
INCREASED
Shares1,720 from 1,330
Change+390 (+29%)
Value$1.8M (+$296.8K)
Filed 2026-10-13
SJS Investment Consulting Inc.
INCREASED
Shares1,714 from 1,144
Change+570 (+50%)
Value$1.8M (+$505.2K)
Filed 2026-10-26
Courier Capital LLC
INCREASED
Shares1,714 from 1,700
Change+14 (+1%)
Value$1.8M (-$136.7K)
Filed 2026-10-19
Avantax Planning Partners, Inc.
INCREASED
Shares1,705 from 1,525
Change+180 (+12%)
Value$1.8M (+$55.7K)
Filed 2026-11-03
Levin Capital Strategies, L.P.
INCREASED
Shares1,704 from 1,623
Change+81 (+5%)
Value$1.8M (-$58.5K)
Filed 2026-11-02
Guardian Investment Management
DECREASED
Shares1,703 from 1,837
Change-134 (-7%)
Value$1.8M (-$306.4K)
Filed 2026-10-23
BigSur Wealth Management LLC
NEW
Shares1,700
Change+1,700
Value$1.8M
Filed 2026-10-13
Pinion Investment Advisors, LLC
DECREASED
Shares1,698 from 1,716
Change-18 (-1%)
Value$1.8M (-$172.2K)
Filed 2026-11-04
Griffin Asset Management, Inc.
INCREASED
Shares1,695 from 1,049
Change+646 (+62%)
Value$1.8M (+$594.5K)
Filed 2026-10-22
Five Oceans Advisors
DECREASED
Shares1,694 from 1,824
Change-130 (-7%)
Value$1.8M (-$301.1K)
Filed 2026-10-22
CRA Financial Services, LLC
INCREASED
Shares1,692 from 1,513
Change+179 (+12%)
Value$1.8M (+$55.3K)
Filed 2026-10-16
Davidson Capital Management Inc.
NEW
Shares1,681
Change+1,681
Value$1.8M
Filed 2026-10-15
Rational Advisors, Inc.
INCREASED
Shares1,680 from 413
Change+1,267 (+307%)
Value$1.8M (+$1.3M)
Filed 2026-11-02
Accredited Investors Inc.
INCREASED
Shares1,679 from 1,597
Change+82 (+5%)
Value$1.8M (-$55.4K)
Filed 2026-11-03
Cornerstone Advisory, LLC
INCREASED
Shares1,671 from 1,140
Change+531 (+47%)
Value$1.8M (+$463.9K)
Filed 2026-11-06
Dixon Fnancial Services, Inc.
UNCHANGED
Shares1,669 from 1,669
Change0 (0%)
Value$1.8M (-$148.8K)
Filed 2026-10-23
Armstrong Advisory Group, Inc
INCREASED
Shares1,660 from 1,560
Change+100 (+6%)
Value$1.8M (-$32.6K)
Filed 2026-10-09
Greenfield Seitz Capital Management, LLC
UNCHANGED
Shares1,660 from 1,660
Change0 (0%)
Value$1.8M (-$148.0K)
Filed 2026-10-29
Tucker Asset Management LLC
INCREASED
Shares1,653 from 1,430
Change+223 (+16%)
Value$1.8M (+$110.0K)
Filed 2026-10-29
Poehling Capital Management, Inc.
UNCHANGED
Shares1,648 from 1,648
Change0 (0%)
Value$1.8M (-$147.0K)
Filed 2026-10-20
Sterling Investment Counsel, LLC
INCREASED
Shares1,645 from 1,106
Change+539 (+49%)
Value$1.8M (+$475.5K)
Filed 2026-10-19
Summit Securities Group LLC
INCREASED
Shares1,638 from 177
Change+1,461 (+825%)
Value$1.7M (+$1.5M)
Filed 2026-11-05
WealthTrust Asset Management, LLC
DECREASED
Shares1,638 from 1,668
Change-30 (-2%)
Value$1.7M (-$180.7K)
Filed 2026-10-22
EdgeRock Capital LLC
INCREASED
Shares1,634 from 1,409
Change+225 (+16%)
Value$1.7M (+$114.0K)
Filed 2026-11-03
Spartan Planning & Wealth Management
INCREASED
Shares1,630 from 1,428
Change+202 (+14%)
Value$1.7M (+$86.9K)
Filed 2026-10-13
LeConte Wealth Management, LLC
INCREASED
Shares1,615 from 1,289
Change+326 (+25%)
Value$1.7M (+$232.3K)
Filed 2026-10-20
Joel Isaacson & Co., LLC
INCREASED
Shares1,615 from 1,302
Change+313 (+24%)
Value$1.7M (+$217.3K)
Filed 2026-11-05
Black Diamond Financial, LLC
INCREASED
Shares1,611 from 1,220
Change+391 (+32%)
Value$1.7M (+$307.7K)
Filed 2026-10-26
Whelan Financial
INCREASED
Shares1,610 from 1,391
Change+219 (+16%)
Value$1.7M (+$109.2K)
Filed 2026-10-28
Integris Wealth Management, LLC
INCREASED
Shares1,605 from 1,138
Change+467 (+41%)
Value$1.7M (+$396.1K)
Filed 2026-10-14
Carret Asset Management, LLC
NEW
Shares1,600
Change+1,600
Value$1.7M
Filed 2026-11-04
Kingdom Financial Group Llc.
INCREASED
Shares1,595 from 1,260
Change+335 (+27%)
Value$1.7M (+$244.7K)
Filed 2026-11-04
Fermata Advisors, LLC
DECREASED
Shares1,586 from 1,720
Change-134 (-8%)
Value$1.7M (-$296.1K)
Filed 2026-10-13
J. Derek Lewis & Associates Inc.
INCREASED
Shares1,585 from 1,428
Change+157 (+11%)
Value$1.7M (+$39.5K)
Filed 2026-11-03
Breakwater Capital Group
INCREASED
Shares1,585 from 1,545
Change+40 (+3%)
Value$1.7M (-$95.4K)
Filed 2026-10-09
Gradient Capital Advisors, LLC
INCREASED
Shares1,583 from 1,053
Change+530 (+50%)
Value$1.7M (+$470.9K)
Filed 2026-10-21
Mandatum Life Insurance Co Ltd
DECREASED
Shares1,577 from 3,737
Change-2,160 (-58%)
Value$1.7M (-$2.6M)
Filed 2026-11-06
Werba Rubin Papier Wealth Management
INCREASED
Shares1,568 from 888
Change+680 (+77%)
Value$1.7M (+$645.2K)
Filed 2026-11-06
Traveka Wealth, LLC
INCREASED
Shares1,563 from 1,363
Change+200 (+15%)
Value$1.7M (+$91.4K)
Filed 2026-10-19
Cypress Point Wealth Management, LLC
DECREASED
Shares1,563 from 1,566
Change-3 (0%)
Value$1.7M (-$142.9K)
Filed 2026-11-03
Vaughan David Investments LLC
DECREASED
Shares1,558 from 1,561
Change-3 (0%)
Value$1.7K (-$1.8M)
Filed 2026-11-05
Net Worth Advisory Group
INCREASED
Shares1,552 from 439
Change+1,113 (+254%)
Value$1.7M (+$1.2M)
Filed 2026-10-20
KPP Advisory Services LLC
DECREASED
Shares1,550 from 1,945
Change-395 (-20%)
Value$1.7M (-$594.2K)
Filed 2026-10-26
Lineweaver Wealth Advisors, LLC
INCREASED
Shares1,549 from 1,321
Change+228 (+17%)
Value$1.6M (+$125.2K)
Filed 2026-10-13
Palacios Wealth Management, LLC
INCREASED
Shares1,546 from 1,318
Change+228 (+17%)
Value$1.6M (+$125.3K)
Filed 2026-11-04
FAI Advisors, Inc.
DECREASED
Shares1,546 from 1,575
Change-29 (-2%)
Value$1.6M (-$171.3K)
Filed 2026-10-27
AGH Wealth Advisors, LLC
INCREASED
Shares1,543 from 1,398
Change+145 (+10%)
Value$1.6M (+$29.8K)
Filed 2026-10-26
TrueMark Investments, LLC
DECREASED
Shares1,543 from 1,567
Change-24 (-2%)
Value$1.6M (-$165.3K)
Filed 2026-11-05
Financial Security Advisor, Inc.
INCREASED
Shares1,540 from 1,116
Change+424 (+38%)
Value$1.6M (+$352.2K)
Filed 2026-11-03
Sanchez Gaunt Capital Management, LLC
INCREASED
Shares1,536 from 1,304
Change+232 (+18%)
Value$1.6M (+$130.8K)
Filed 2026-11-03
Donoghue Forlines LLC
DECREASED
Shares1,531 from 4,843
Change-3,312 (-68%)
Value$1.6M (-$4.0M)
Filed 2026-11-02
October Effect Ltd
DECREASED
Shares1,530 from 1,540
Change-10 (-1%)
Value$1.6M (-$148.0K)
Filed 2026-10-20
Verum Partners LLC
INCREASED
Shares1,521 from 1,397
Change+124 (+9%)
Value$1.6M (+$7.1K)
Filed 2026-10-21
CLG LLC
INCREASED
Shares1,521 from 1,515
Change+6 (+0%)
Value$1.6M (-$128.7K)
Filed 2026-10-13
Baker Tilly Wealth Management, LLC
INCREASED
Shares1,518 from 1,166
Change+352 (+30%)
Value$1.6M (+$270.7K)
Filed 2026-10-05
Strata Wealth Advisors, LLC
INCREASED
Shares1,506 from 1,268
Change+238 (+19%)
Value$1.6M (+$140.4K)
Filed 2026-10-16
Herold Advisors, Inc.
DECREASED
Shares1,502 from 1,581
Change-79 (-5%)
Value$1.6M (-$225.2K)
Filed 2026-10-19
Dominguez Wealth Management Solutions, Inc.
UNCHANGED
Shares1,497 from 1,497
Change0 (0%)
Value$1.6M (-$133.5K)
Filed 2026-10-07
Sheets Smith Wealth Management
DECREASED
Shares1,495 from 1,506
Change-11 (-1%)
Value$1.6M (-$147.1K)
Filed 2026-10-16
Tower Trust & Investment Co
INCREASED
Shares1,493 from 81
Change+1,412 (+1743%)
Value$1.6M (+$1.5M)
Filed 2026-10-28
Private Client Services, LLC
DECREASED
Shares1,493 from 1,564
Change-71 (-5%)
Value$1.6M (-$214.4K)
Filed 2026-10-02
Essential Partners LLC
DECREASED
Shares1,492 from 1,878
Change-386 (-21%)
Value$1.6M (-$578.6K)
Filed 2026-10-14
Weinberger Asset Management, Inc
INCREASED
Shares1,491 from 1,482
Change+9 (+1%)
Value$1.6M (+$368.3K)
Filed 2026-10-28
LJI Wealth Management, LLC
INCREASED
Shares1,487 from 1,479
Change+8 (+1%)
Value$1.6M (-$123.4K)
Filed 2026-10-28
Citizens & Northern Corp
NEW
Shares1,486
Change+1,486
Value$1.6M
Filed 2026-11-06
Semus Wealth Partners LLC
INCREASED
Shares1,484 from 1,223
Change+261 (+21%)
Value$1.6M (+$169.1K)
Filed 2026-10-22
Southern Financial Group, LLC
DECREASED
Shares1,474 from 1,678
Change-204 (-12%)
Value$1.6M (-$366.7K)
Filed 2026-10-30
NewSquare Capital LLC
INCREASED
Shares1,473 from 1,295
Change+178 (+14%)
Value$1.6M (+$74.1K)
Filed 2026-11-06
Sage Rhino Capital LLC
INCREASED
Shares1,472 from 1,376
Change+96 (+7%)
Value$1.6M (-$20.5K)
Filed 2026-10-28
Mosley Wealth Management
INCREASED
Shares1,471 from 1,387
Change+84 (+6%)
Value$1.4M (-$231.1K)
Filed 2026-10-16
Crew Capital Management, Ltd
DECREASED
Shares1,469 from 2,017
Change-548 (-27%)
Value$1.6M (-$763.6K)
Filed 2026-10-28
Tranquility Partners, LLC
INCREASED
Shares1,469 from 1,337
Change+132 (+10%)
Value$1.6M (+$21.4K)
Filed 2026-10-20
First Heartland Consultants, Inc.
INCREASED
Shares1,467 from 1,329
Change+138 (+10%)
Value$1.6M (+$29.1K)
Filed 2026-10-08
Aspiriant, LLC
DECREASED
Shares1,464 from 1,483
Change-19 (-1%)
Value$1.6M (-$152.5K)
Filed 2026-10-16
InTrack Investment Management Inc
INCREASED
Shares1,463 from 270
Change+1,193 (+442%)
Value$1.6M (+$1.2M)
Filed 2026-10-15
Aafmaa Wealth Management & Trust LLC
INCREASED
Shares1,461 from 1,450
Change+11 (+1%)
Value$1.6M (-$117.6K)
Filed 2026-10-14
Schorn Wealth LLC
UNCHANGED
Shares1,459 from 1,459
Change0 (0%)
Value$1.6M (-$130.1K)
Filed 2026-10-14
B.O.S.S. Retirement Advisors, LLC
INCREASED
Shares1,456 from 1,415
Change+41 (+3%)
Value$1.6M (-$82.5K)
Filed 2026-10-26
Gen-Wealth Partners Inc
DECREASED
Shares1,452 from 2,852
Change-1,400 (-49%)
Value$1.5M (-$1.7M)
Filed 2026-11-04
Realta Investment Advisors
INCREASED
Shares1,451 from 367
Change+1,084 (+295%)
Value$1.5M (+$1.1M)
Filed 2026-10-14
Ameliora Wealth Management Ltd.
DECREASED
Shares1,443 from 1,685
Change-242 (-14%)
Value$1.5M (-$408.0K)
Filed 2026-10-23
Vicus Capital
DECREASED
Shares1,436 from 1,848
Change-412 (-22%)
Value$1.5M (-$604.0K)
Filed 2026-11-05
TFB Advisors LLC
INCREASED
Shares1,433 from 1,342
Change+91 (+7%)
Value$1.5M (-$22.8K)
Filed 2026-11-02
Signature Equity Partners, LLC
INCREASED
Shares1,426 from 762
Change+664 (+87%)
Value$1.5M (+$638.6K)
Filed 2026-10-29
Pacific Capital Partners Ltd
INCREASED
Shares1,419 from 1,146
Change+273 (+24%)
Value$1.5M (+$188.6K)
Filed 2026-10-28
Richardson Financial Services Inc.
INCREASED
Shares1,414 from 1,322
Change+92 (+7%)
Value$1.5M (-$19.9K)
Filed 2026-10-30
Beacon Capital Management, LLC
INCREASED
Shares1,412 from 1,401
Change+11 (+1%)
Value$1.5M (-$113.0K)
Filed 2026-10-23
Journey Advisory Group, LLC
DECREASED
Shares1,410 from 1,855
Change-445 (-24%)
Value$1.5M (-$639.4K)
Filed 2026-11-04
Evolution Wealth Advisors, LLC
INCREASED
Shares1,406 from 1,274
Change+132 (+10%)
Value$1.5M (+$27.0K)
Filed 2026-11-03
M.E. Allison & Co., Inc.
INCREASED
Shares1,402 from 1,324
Change+78 (+6%)
Value$1.5M (-$34.9K)
Filed 2026-10-09
Sutton Place Investors LLC
DECREASED
Shares1,400 from 1,402
Change-2 (0%)
Value$1.5M (-$126.8K)
Filed 2026-10-20
Salvus Wealth Management, LLC
INCREASED
Shares1,391 from 1,000
Change+391 (+39%)
Value$1.5M (+$327.3K)
Filed 2026-10-13
Hamilton Capital, LLC
INCREASED
Shares1,389 from 918
Change+471 (+51%)
Value$1.5M (+$419.8K)
Filed 2026-10-08
Demars Financial Group, LLC
DECREASED
Shares1,383 from 1,413
Change-30 (-2%)
Value$1.5M (-$158.0K)
Filed 2026-10-22
Glenview Trust Co
INCREASED
Shares1,378 from 1,325
Change+53 (+4%)
Value$1.5M (-$61.7K)
Filed 2026-10-28
Canvas Wealth Advisors, LLC
INCREASED
Shares1,378 from 1,327
Change+51 (+4%)
Value$1.3M (-$243.9K)
Filed 2026-11-02
Steinberganna Wealth Management
UNCHANGED
Shares1,377 from 1,377
Change0 (0%)
Value$1.5M (-$122.7K)
Filed 2026-10-23
Raleigh Capital Management Inc.
INCREASED
Shares1,371 from 540
Change+831 (+154%)
Value$1.5M (+$837.0K)
Filed 2026-10-28
Bernardo Wealth Planning LLC
INCREASED
Shares1,370 from 640
Change+730 (+114%)
Value$1.5M (+$720.5K)
Filed 2026-10-23
Meredith Wealth Planning
INCREASED
Shares1,357 from 1,253
Change+104 (+8%)
Value$1.4M (-$1.4K)
Filed 2026-10-14
Center For Asset Management LLC
DECREASED
Shares1,357 from 1,389
Change-32 (-2%)
Value$1.4M (-$158.0K)
Filed 2026-10-16
Valley Brook Capital Group, Inc.
INCREASED
Shares1,352 from 1,325
Change+27 (+2%)
Value$1.4M (-$89.4K)
Filed 2026-10-26
Hidden Cove Wealth Management, LLC
INCREASED
Shares1,332 from 1,321
Change+11 (+1%)
Value$1.4M (-$106.2K)
Filed 2026-10-19
Mirador Capital Partners LP
DECREASED
Shares1,331 from 1,764
Change-433 (-25%)
Value$1.4M (-$618.6K)
Filed 2026-10-09
Stanich Group LLC
INCREASED
Shares1,329 from 1,325
Change+4 (+0%)
Value$1.4M (-$113.9K)
Filed 2026-10-16
Centerpoint Advisors, LLC
INCREASED
Shares1,327 from 1,000
Change+327 (+33%)
Value$1.4K (-$1.2M)
Filed 2026-11-05
New Covenant Trust Company, N.A.
INCREASED
Shares1,325 from 1,014
Change+311 (+31%)
Value$1.4M (+$240.8K)
Filed 2026-10-08
waypoint wealth counsel
INCREASED
Shares1,324 from 1,211
Change+113 (+9%)
Value$1.4M (+$12.4K)
Filed 2026-10-22
Journey Retirement Planning & Investment Management LLC
INCREASED
Shares1,323 from 619
Change+704 (+114%)
Value$1.4M (+$694.6K)
Filed 2026-10-09
Unify Financial Advisors
DECREASED
Shares1,323 from 1,507
Change-184 (-12%)
Value$1.4M (-$330.4K)
Filed 2026-11-03
Able Wealth Management LLC
INCREASED
Shares1,319 from 316
Change+1,003 (+317%)
Value$1.4M (+$1.0M)
Filed 2026-10-13
Armstrong, Fleming & Moore, Inc
DECREASED
Shares1,317 from 1,337
Change-20 (-1%)
Value$1.4M (-$140.7K)
Filed 2026-10-28
Merited Wealth, LLC
DECREASED
Shares1,312 from 1,322
Change-10 (-1%)
Value$1.4M (-$128.5K)
Filed 2026-10-13
LifeGoal Investments, LLC
DECREASED
Shares1,311 from 1,397
Change-86 (-6%)
Value$1.4M (-$217.3K)
Filed 2026-10-09
Roan Capital Partners
INCREASED
Shares1,308 from 300
Change+1,008 (+336%)
Value$1.4M (+$1.0M)
Filed 2026-10-09
Cottage Street Advisors LLC
DECREASED
Shares1,295 from 1,464
Change-169 (-12%)
Value$1.4M (-$310.9K)
Filed 2026-10-19
Elevation Wealth Management LLC
DECREASED
Shares1,291 from 1,368
Change-77 (-6%)
Value$1.4M (-$203.9K)
Filed 2026-11-02
Continuum Wealth Advisors, LLC
DECREASED
Shares1,285 from 1,363
Change-78 (-6%)
Value$1.4M (-$204.7K)
Filed 2026-10-20
Integral Investment Advisors, Inc.
UNCHANGED
Shares1,285 from 1,285
Change0 (0%)
Value$1.4M (-$114.6K)
Filed 2026-11-03
NBH Bank
INCREASED
Shares1,281 from 579
Change+702 (+121%)
Value$1.4M (+$696.1K)
Filed 2026-11-05
Abacus Wealth Partners, LLC
DECREASED
Shares1,279 from 1,511
Change-232 (-15%)
Value$1.4M (-$381.9K)
Filed 2026-11-03
AMG National Trust Bank
DECREASED
Shares1,279 from 1,373
Change-94 (-7%)
Value$1.4M (-$222.5K)
Filed 2026-11-05
Perryman Financial Advisory Inc
INCREASED
Shares1,270 from 741
Change+529 (+71%)
Value$1.4M (+$497.4K)
Filed 2026-10-16
Bluesphere Advisors LLC
DECREASED
Shares1,258 from 1,269
Change-11 (-1%)
Value$1.3M (-$125.0K)
Filed 2026-10-19
Rosenberg Matthew Hamilton
INCREASED
Shares1,257 from 1,204
Change+53 (+4%)
Value$1.3M (-$50.9K)
Filed 2026-10-05
Warburton Capital Management, LLC
INCREASED
Shares1,255 from 1,139
Change+116 (+10%)
Value$1.1M (-$240.8K)
Filed 2026-11-06
Planned Solutions, Inc.
DECREASED
Shares1,251 from 1,544
Change-293 (-19%)
Value$1.3M (-$449.8K)
Filed 2026-10-19
Walkner Condon Financial Advisors LLC
INCREASED
Shares1,249 from 1,055
Change+194 (+18%)
Value$1.3M (+$112.3K)
Filed 2026-11-02
Outlook Wealth Advisors, LLC
DECREASED
Shares1,247 from 1,278
Change-31 (-2%)
Value$1.3M (-$148.1K)
Filed 2026-10-28
Warwick Investment Management, Inc.
DECREASED
Shares1,244 from 2,214
Change-970 (-44%)
Value$1.3M (-$1.2M)
Filed 2026-10-19
Portus Wealth Advisors, LLC
INCREASED
Shares1,244 from 1,229
Change+15 (+1%)
Value$1.3M (-$93.8K)
Filed 2026-10-13
WealthPLAN Partners, LLC
INCREASED
Shares1,243 from 1,101
Change+142 (+13%)
Value$1.3M (+$53.1K)
Filed 2026-10-15
Baron Wealth Management LLC
DECREASED
Shares1,238 from 1,541
Change-303 (-20%)
Value$1.3M (-$460.2K)
Filed 2026-10-27
Essex Bank
INCREASED
Shares1,238 from 1,124
Change+114 (+10%)
Value$1.3M (+$21.2K)
Filed 2026-10-16
Manuka Financial, LLC
UNCHANGED
Shares1,237 from 1,237
Change0 (0%)
Value$1.3M (-$110.3K)
Filed 2026-10-16
Winthrop Advisory Group LLC
INCREASED
Shares1,233 from 1,202
Change+31 (+3%)
Value$1.3M (-$74.2K)
Filed 2026-10-22
American State Bank (Iowa)
INCREASED
Shares1,227 from 1,222
Change+5 (+0%)
Value$1.3M (-$103.7K)
Filed 2026-11-03
Ledyard National Bank
DECREASED
Shares1,224 from 1,493
Change-269 (-18%)
Value$1.3M (-$419.7K)
Filed 2026-10-21
Capstone Wealth Management, LLC
INCREASED
Shares1,223 from 1,198
Change+25 (+2%)
Value$1.3M (-$80.2K)
Filed 2026-11-02
Ejmk Ventures LLC
INCREASED
Shares1,221 from 1,212
Change+9 (+1%)
Value$1.3M (-$98.5K)
Filed 2026-10-21
Independent Wealth Network Inc.
INCREASED
Shares1,218 from 824
Change+394 (+48%)
Value$1.3M (+$346.1K)
Filed 2026-10-19
Maple Capital Management, Inc.
INCREASED
Shares1,216 from 1,205
Change+11 (+1%)
Value$1.3M (-$95.8K)
Filed 2026-11-02
Able Financial Group, LLC
DECREASED
Shares1,213 from 2,272
Change-1,059 (-47%)
Value$1.3M (-$1.3M)
Filed 2026-10-14
Motive Wealth Advisors
INCREASED
Shares1,213 from 1,152
Change+61 (+5%)
Value$1.3M (-$37.8K)
Filed 2026-10-26
Financial Council, LLC
UNCHANGED
Shares1,211 from 1,211
Change0 (0%)
Value$1.3M (-$108.0K)
Filed 2026-11-02
Q3 Asset Management
NEW
Shares1,199
Change+1,199
Value$1.3K
Filed 2026-11-06
Investment Research Partners LLC
DECREASED
Shares1,196 from 1,296
Change-100 (-8%)
Value$1.3M (-$222.1K)
Filed 2026-10-19
Cove Private Wealth, LLC
INCREASED
Shares1,196 from 1,180
Change+16 (+1%)
Value$1.3M (-$88.2K)
Filed 2026-10-28
Ariadne Wealth Management, LP
DECREASED
Shares1,194 from 1,287
Change-93 (-7%)
Value$1.3M (-$213.6K)
Filed 2026-11-06
Atala Financial Inc
UNCHANGED
Shares1,190 from 1,190
Change0 (0%)
Value$1.3M (-$106.1K)
Filed 2026-10-22
ROI Financial Advisors, LLC
INCREASED
Shares1,187 from 953
Change+234 (+25%)
Value$1.3M (+$164.3K)
Filed 2026-10-19
Novem Group
INCREASED
Shares1,181 from 1,110
Change+71 (+6%)
Value$1.3M (-$23.5K)
Filed 2026-10-19
Hickory Point Bank & Trust
INCREASED
Shares1,180 from 200
Change+980 (+490%)
Value$1.3M (+$1.0M)
Filed 2026-10-01
RIA Advisory Group LLC
INCREASED
Shares1,180 from 882
Change+298 (+34%)
Value$1.3M (+$238.9K)
Filed 2026-10-15
Hunter Associates Investment Management LLC
DECREASED
Shares1,179 from 1,229
Change-50 (-4%)
Value$1.3K (-$1.4M)
Filed 2026-10-26
New England Research & Management, Inc.
NEW
Shares1,175
Change+1,175
Value$1.3M
Filed 2026-10-16
Latitude Advisors, LLC
DECREASED
Shares1,174 from 1,474
Change-300 (-20%)
Value$1.3M (-$450.9K)
Filed 2026-10-27
Machina Capital S.A.S.
DECREASED
Shares1,170 from 4,239
Change-3,069 (-72%)
Value$1.2M (-$3.6M)
Filed 2026-11-05
Sanders Morris Harris LLC
INCREASED
Shares1,170 from 270
Change+900 (+333%)
Value$1.3M (+$939.2K)
Filed 2026-10-14
Nova Financial LLC
NEW
Shares1,169
Change+1,169
Value$1.2M
Filed 2026-11-04
Collective Family Office LLC
DECREASED
Shares1,167 from 1,255
Change-88 (-7%)
Value$1.2M (-$205.7K)
Filed 2026-10-05
Wedge Capital Management L L P
DECREASED
Shares1,166 from 1,709
Change-543 (-32%)
Value$1.2M (-$730.8K)
Filed 2026-10-13
August Group Capital Ltd
INCREASED
Shares1,163 from 1,099
Change+64 (+6%)
Value$1.2M (-$29.8K)
Filed 2026-10-14
Telos Capital Management, Inc.
INCREASED
Shares1,153 from 1,142
Change+11 (+1%)
Value$1.2M (-$90.1K)
Filed 2026-11-02
1834 Investment Advisors Co
UNCHANGED
Shares1,152 from 1,152
Change0 (0%)
Value$1.2M (-$102.7K)
Filed 2026-10-16
Steel Grove Capital Advisors, LLC
NEW
Shares1,151
Change+1,151
Value$1.2M
Filed 2026-10-13
United Community Bank
DECREASED
Shares1,151 from 1,279
Change-128 (-10%)
Value$1.2M (-$250.4K)
Filed 2026-10-28
Northstar Asset Management Co
UNCHANGED
Shares1,150 from 1,150
Change0 (0%)
Value$1.1M (-$8.4K)
Filed 2026-10-22
Pathway Financial Advisers, LLC
NEW
Shares1,148
Change+1,148
Value$1.2M
Filed 2026-10-27
Optimist Retirement Group LLC
UNCHANGED
Shares1,148 from 1,148
Change0 (0%)
Value$1.2M (-$102.4K)
Filed 2026-10-30
SLT Holdings LLC
NEW
Shares1,147
Change+1,147
Value$1.2M
Filed 2026-10-15
Archer Investment Corp
DECREASED
Shares1,147 from 1,304
Change-157 (-12%)
Value$1.2M (-$283.9K)
Filed 2026-11-05
Patten Group, Inc.
DECREASED
Shares1,143 from 1,586
Change-443 (-28%)
Value$1.2M (-$613.3K)
Filed 2026-10-26
Key Client Fiduciary Advisors, LLC
INCREASED
Shares1,140 from 986
Change+154 (+16%)
Value$1.2M (+$75.2K)
Filed 2026-10-19
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED
Shares1,136 from 698
Change+438 (+63%)
Value$1.2M (+$404.3K)
Filed 2026-10-13
WJ Wealth Management, LLC
INCREASED
Shares1,133 from 1,125
Change+8 (+1%)
Value$1.2M (-$91.8K)
Filed 2026-11-03
Anderson Hoagland & Co
INCREASED
Shares1,126 from 394
Change+732 (+186%)
Value$964.8K (+$510.0K)
Filed 2026-10-23
ProCore Advisors, LLC
INCREASED
Shares1,126 from 1,002
Change+124 (+12%)
Value$1.2M (+$42.2K)
Filed 2026-10-14
Phoenix Wealth Advisors
UNCHANGED
Shares1,125 from 1,125
Change0 (0%)
Value$1.2M (-$100.3K)
Filed 2026-11-03
BankChampaign, National Association
DECREASED
Shares1,122 from 1,157
Change-35 (-3%)
Value$1.2M (-$140.5K)
Filed 2026-10-19
Crystal Cove Asset Management, LLC
NEW
Shares1,118
Change+1,118
Value$1.2M
Filed 2026-11-06
Advisortrust Partners, LLC
INCREASED
Shares1,117 from 948
Change+169 (+18%)
Value$1.2M (+$95.5K)
Filed 2026-11-02
Virtue Asset Management LLC
INCREASED
Shares1,115 from 1,090
Change+25 (+2%)
Value$1.2M (-$71.3K)
Filed 2026-10-21
Box Hill Private Wealth LLC
DECREASED
Shares1,114 from 1,126
Change-12 (-1%)
Value$1.2M (-$113.0K)
Filed 2026-10-05
Fulton Breakefield Broenniman LLC
INCREASED
Shares1,113 from 1,096
Change+17 (+2%)
Value$1.2M (-$79.6K)
Filed 2026-11-03
Garrison Bradford & Associates Inc
NEW
Shares1,111
Change+1,111
Value$1.2M
Filed 2026-10-27
Affinity Capital Advisors, LLC
DECREASED
Shares1,105 from 1,612
Change-507 (-31%)
Value$1.1M (-$450.4K)
Filed 2026-10-13
Guardian Asset Advisors, LLC
DECREASED
Shares1,104 from 1,168
Change-64 (-5%)
Value$1.2M (-$172.2K)
Filed 2026-10-16
Compass Wealth Management, LLC
UNCHANGED
Shares1,104 from 1,104
Change0 (0%)
Value$1.2M (-$98.5K)
Filed 2026-10-30
Clifford Swan Investment Counsel LLC
DECREASED
Shares1,103 from 1,133
Change-30 (-3%)
Value$1.2M (-$132.9K)
Filed 2026-11-05
Pinkerton Wealth, LLC
NEW
Shares1,099
Change+1,099
Value$1.2M
Filed 2026-10-29
TrueWealth Advisors, LLC
DECREASED
Shares1,098 from 1,310
Change-212 (-16%)
Value$1.2M (-$342.5K)
Filed 2026-10-09
BridgePort Financial Solutions, LLC
DECREASED
Shares1,093 from 1,368
Change-275 (-20%)
Value$1.2M (-$414.9K)
Filed 2026-11-02
Cerro Pacific Wealth Advisors LLC
NEW
Shares1,089
Change+1,089
Value$1.2M
Filed 2026-10-22
Quad-Cities Investment Group, LLC
INCREASED
Shares1,088 from 179
Change+909 (+508%)
Value$1.2M (+$952.2K)
Filed 2026-10-16
Burns J W & Co Inc
INCREASED
Shares1,088 from 646
Change+442 (+68%)
Value$1.2M (+$413.2K)
Filed 2026-10-20
Ascentis Wealth Management, LLC
INCREASED
Shares1,087 from 232
Change+855 (+369%)
Value$1.2M (+$890.3K)
Filed 2026-11-03
Connecticut Wealth Management, LLC
INCREASED
Shares1,086 from 785
Change+301 (+38%)
Value$1.2M (+$250.1K)
Filed 2026-10-13
Verde Capital Management
INCREASED
Shares1,081 from 1,029
Change+52 (+5%)
Value$1.2M (-$36.4K)
Filed 2026-10-28
Covestor Ltd
INCREASED
Shares1,076 from 879
Change+197 (+22%)
Value$1.1K (-$1.0M)
Filed 2026-10-30
Connecticut Capital Management Group, LLC
INCREASED
Shares1,076 from 1,003
Change+73 (+7%)
Value$1.1M (-$11.7K)
Filed 2026-10-29
Lecap Asset Management LTD
NEW
Shares1,074
Change+1,074
Value$1.1M
Filed 2026-10-27
Prodigy Asset Management LLC
UNCHANGED
Shares1,074 from 1,074
Change0 (0%)
Value$1.1M (-$95.8K)
Filed 2026-10-28
Financial Consulate, Inc
INCREASED
Shares1,072 from 1,045
Change+27 (+3%)
Value$1.1M (-$64.4K)
Filed 2026-10-23
DeDora Capital, Inc.
INCREASED
Shares1,068 from 1,051
Change+17 (+2%)
Value$1.1M (-$75.6K)
Filed 2026-10-26
Juncture Wealth Strategies, LLC
DECREASED
Shares1,067 from 1,157
Change-90 (-8%)
Value$1.1M (-$198.8K)
Filed 2026-10-06
Signature Wealth Management Partners, LLC
INCREASED
Shares1,066 from 1,048
Change+18 (+2%)
Value$1.1M (-$74.3K)
Filed 2026-10-21
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares1,065 from 1,189
Change-124 (-10%)
Value$1.1M (-$238.1K)
Filed 2026-10-13
CapWealth Advisors, LLC
INCREASED
Shares1,065 from 1,045
Change+20 (+2%)
Value$1.1M (-$71.9K)
Filed 2026-10-05
Hill Island Financial LLC
INCREASED
Shares1,065 from 1,062
Change+3 (+0%)
Value$1.1M (-$91.5K)
Filed 2026-10-20
Riverbend Wealth Management, LLC
INCREASED
Shares1,064 from 718
Change+346 (+48%)
Value$1.1M (+$304.6K)
Filed 2026-10-15
Advisory Advocates, LLC
DECREASED
Shares1,062 from 1,201
Change-139 (-12%)
Value$1.1M (-$255.2K)
Filed 2026-11-05
Brady Martz Wealth Solutions, LLC
INCREASED
Shares1,060 from 949
Change+111 (+12%)
Value$1.1M (+$33.6K)
Filed 2026-11-05
Elser Financial Planning, Inc
INCREASED
Shares1,052 from 1,023
Change+29 (+3%)
Value$1.1M (-$60.3K)
Filed 2026-10-16
Fiduciary Family Office, LLC
INCREASED
Shares1,051 from 943
Change+108 (+11%)
Value$1.1M (+$30.7K)
Filed 2026-11-04
Marin Bay Wealth Advisors, LLC
DECREASED
Shares1,048 from 1,299
Change-251 (-19%)
Value$1.1M (-$383.2K)
Filed 2026-10-28
Albion Financial Group
INCREASED
Shares1,048 from 1,022
Change+26 (+3%)
Value$1.1M (-$63.0K)
Filed 2026-10-21
Wealth Analytics Partners, LLC
INCREASED
Shares1,047 from 935
Change+112 (+12%)
Value$1.1M (+$196.0K)
Filed 2026-10-19
Kuhn & Co Investment Counsel
INCREASED
Shares1,045 from 1,031
Change+14 (+1%)
Value$1.1M (-$77.0K)
Filed 2026-10-29
Avail Investment Partners, LLC
DECREASED
Shares1,042 from 1,177
Change-135 (-11%)
Value$1.1M (-$248.8K)
Filed 2026-10-16
TSG Advice Partners, LLC
NEW
Shares1,040
Change+1,040
Value$1.2M
Filed 2026-10-29
Ipswich Investment Management Co., Inc.
DECREASED
Shares1,040 from 1,665
Change-625 (-38%)
Value$1.1M (-$814.2K)
Filed 2026-10-13
Owl Creek Wealth Partners LLC
DECREASED
Shares1,039 from 1,180
Change-141 (-12%)
Value$1.1M (-$255.4K)
Filed 2026-10-20
Eagle Bay Advisors LLC
INCREASED
Shares1,038 from 908
Change+130 (+14%)
Value$1.1M (+$57.5K)
Filed 2026-10-16
Private Wealth Partners, LLC
DECREASED
Shares1,038 from 1,074
Change-36 (-3%)
Value$1.1M (-$134.1K)
Filed 2026-10-22
Crown Wealth Group, LLC
INCREASED
Shares1,037 from 962
Change+75 (+8%)
Value$1.1M (-$5.9K)
Filed 2026-10-19
Bluedoor Private Wealth, LLC
DECREASED
Shares1,034 from 1,042
Change-8 (-1%)
Value$1.1M (-$101.5K)
Filed 2026-11-05
ERn Financial, LLC
INCREASED
Shares1,032 from 925
Change+107 (+12%)
Value$1.1M (+$31.5K)
Filed 2026-10-28
Camden National Bank
DECREASED
Shares1,029 from 1,135
Change-106 (-9%)
Value$1.1M (-$214.1K)
Filed 2026-11-02
Willow Creek Capital Management, Inc.
UNCHANGED
Shares1,027 from 1,027
Change0 (0%)
Value$1.2M ($0)
Filed 2026-10-16
Investment Management Trust, LLC
INCREASED
Shares1,025 from 850
Change+175 (+21%)
Value$1.1M (+$110.7K)
Filed 2026-11-05
Hoxton Planning & Management, LLC
DECREASED
Shares1,024 from 1,061
Change-37 (-3%)
Value$1.1M (-$134.0K)
Filed 2026-10-15
Petros Family Wealth, LLC
INCREASED
Shares1,023 from 589
Change+434 (+74%)
Value$1.1M (+$409.7K)
Filed 2026-10-28
Kaufman Rossin Wealth, LLC
INCREASED
Shares1,020 from 774
Change+246 (+32%)
Value$1.1M (+$318.9K)
Filed 2026-10-19
Fortune 45 LLC
NEW
Shares1,018
Change+1,018
Value$1.1M
Filed 2026-10-14
Bryn Mawr Trust Advisors, LLC
INCREASED
Shares1,017 from 810
Change+207 (+26%)
Value$1.1M (+$148.4K)
Filed 2026-11-04
Warren Street Wealth Advisors, LLC
INCREASED
Shares1,015 from 576
Change+439 (+76%)
Value$1.1M (+$416.2K)
Filed 2026-11-04
Platform Technology Partners
DECREASED
Shares1,011 from 1,017
Change-6 (-1%)
Value$1.1M (-$97.3K)
Filed 2026-11-02
Auxano Advisors, LLC
DECREASED
Shares1,010 from 1,026
Change-16 (-2%)
Value$1.1M (-$109.1K)
Filed 2026-11-06
B&D White Capital Company, LLC
UNCHANGED
Shares1,010 from 1,010
Change0 (0%)
Value$1.1M (-$89.9K)
Filed 2026-11-02
WT Wealth Management
INCREASED
Shares1,009 from 551
Change+458 (+83%)
Value$1.1M (+$438.9K)
Filed 2026-10-13
Corepath Wealth Partners LLC
DECREASED
Shares1,007 from 1,079
Change-72 (-7%)
Value$1.1M (+$71.9K)
Filed 2026-10-21
Prosperitas Financial LLC
DECREASED
Shares1,005 from 1,021
Change-16 (-2%)
Value$1.1M (-$108.0K)
Filed 2026-10-28
Old Mission Investment Co LLC
DECREASED
Shares1,003 from 1,008
Change-5 (0%)
Value$1.1M (-$95.2K)
Filed 2026-10-22
Horst & Graben Wealth Management LLC
INCREASED
Shares1,001 from 875
Change+126 (+14%)
Value$1.1M (+$163.0K)
Filed 2026-11-02
Titiun Yejiel
DECREASED
Shares1,000 from 4,283
Change-3,283 (-77%)
Value$1.1M (-$3.9M)
Filed 2026-11-06
Texas Bank & Trust Co
DECREASED
Shares1,000 from 2,890
Change-1,890 (-65%)
Value$1.1M (-$2.3M)
Filed 2026-11-04
MBM Wealth Consultants, LLC
DECREASED
Shares1,000 from 1,012
Change-12 (-1%)
Value$1.1M (-$103.0K)
Filed 2026-10-20
Convergence Financial, LLC
DECREASED
Shares999 from 7,697
Change-6,698 (-87%)
Value$1.1M (-$7.8M)
Filed 2026-10-27
Jackson Creek Investment Advisors LLC
DECREASED
Shares997 from 1,033
Change-36 (-3%)
Value$1.1K (+$212)
Filed 2026-11-04
West Paces Advisors Inc.
INCREASED
Shares996 from 894
Change+102 (+11%)
Value$1.1M (+$28.9K)
Filed 2026-10-13
Heritage Wealth Management, Inc.
DECREASED
Shares996 from 1,025
Change-29 (-3%)
Value$1.1M (-$122.3K)
Filed 2026-10-27
Alhambra Investment Management LLC
DECREASED
Shares996 from 1,004
Change-8 (-1%)
Value$1.1M (-$98.1K)
Filed 2026-10-15
Weaver Consulting Group
INCREASED
Shares994 from 914
Change+80 (+9%)
Value$1.1M (+$3.9K)
Filed 2026-10-07
Triton Wealth Management, Pllc
INCREASED
Shares990 from 928
Change+62 (+7%)
Value$842.6K (-$38.0K)
Filed 2026-11-04
GR Financial Group, LLC
DECREASED
Shares990 from 1,015
Change-25 (-2%)
Value$1.1M (-$117.0K)
Filed 2026-10-27
Mattern Wealth Management LLC
INCREASED
Shares990 from 975
Change+15 (+2%)
Value$1.1M (-$71.0K)
Filed 2026-11-04
Palisade Asset Management, LLC
DECREASED
Shares989 from 1,019
Change-30 (-3%)
Value$1.1M (-$122.8K)
Filed 2026-11-03
Seamount Financial Group Inc
UNCHANGED
Shares987 from 987
Change0 (0%)
Value$1.1M (-$88.0K)
Filed 2026-10-21
J. L. Bainbridge & Co., Inc.
DECREASED
Shares985 from 990
Change-5 (-1%)
Value$1.0M (-$93.6K)
Filed 2026-10-20
Weatherly Asset Management L. P.
UNCHANGED
Shares981 from 981
Change0 (0%)
Value$1.0M (-$87.5K)
Filed 2026-10-20
Shah Wealth Advisors, LLC
NEW
Shares980
Change+980
Value$1.0M
Filed 2026-11-06
Piedmont Capital Management, LLC
DECREASED
Shares980 from 1,172
Change-192 (-16%)
Value$1.0M (-$309.0K)
Filed 2026-10-21
Phillips Financial Management, LLC
INCREASED
Shares979 from 965
Change+14 (+1%)
Value$1.0M (-$71.1K)
Filed 2026-10-19
Thrive Wealth Management, LLC
INCREASED
Shares978 from 706
Change+272 (+39%)
Value$1.0M (+$226.6K)
Filed 2026-10-13
Schuylkill Financial LLC
NEW
Shares977
Change+977
Value$1.0M
Filed 2026-10-21
University of Texas S AM Investment Management Co
INCREASED
Shares976 from 729
Change+247 (+34%)
Value$1.0M (+$198.1K)
Filed 2026-11-03
Cherrydale Wealth Management, LLC
INCREASED
Shares973 from 972
Change+1 (+0%)
Value$1.0M (-$85.6K)
Filed 2026-10-20
CFS Investment Advisory Services, LLC
DECREASED
Shares970 from 971
Change-1 (0%)
Value$1.0M (+$66.9K)
Filed 2026-10-19
BXM Wealth LLC
INCREASED
Shares968 from 460
Change+508 (+110%)
Value$1.0M (+$500.1K)
Filed 2026-11-03
Horizon Wealth Management, LLC
INCREASED
Shares967 from 937
Change+30 (+3%)
Value$1.0M (-$51.6K)
Filed 2026-11-02
Southern Michigan Bank & Trust
INCREASED
Shares966 from 884
Change+82 (+9%)
Value$1.0M (+$8.5K)
Filed 2026-10-19
LaFleur & Godfrey LLC
UNCHANGED
Shares964 from 964
Change0 (0%)
Value$1.0M (-$86.0K)
Filed 2026-10-27
Silver Grove Financial Group, Inc.
DECREASED
Shares962 from 992
Change-30 (-3%)
Value$1.0M (-$120.4K)
Filed 2026-11-05
Crumly & Associates Inc.
INCREASED
Shares957 from 701
Change+256 (+37%)
Value$1.0M (+$210.2K)
Filed 2026-10-07
Sigma Investment Counselors Inc
DECREASED
Shares954 from 1,044
Change-90 (-9%)
Value$1.0M (-$189.0K)
Filed 2026-10-27
Three Magnolias Financial Advisors, LLC
INCREASED
Shares952 from 901
Change+51 (+6%)
Value$1.0M (-$26.0K)
Filed 2026-10-14
Watershed Private Wealth LLC
INCREASED
Shares945 from 892
Change+53 (+6%)
Value$1.0M (-$23.1K)
Filed 2026-10-30
LifeWealth Investments, LLC
NEW
Shares939
Change+939
Value$999.7K
Filed 2026-10-21
Leslie Global Wealth, LLC
DECREASED
Shares939 from 951
Change-12 (-1%)
Value$1.0M (-$97.6K)
Filed 2026-10-26
Carter Financial Group, Inc.
INCREASED
Shares933 from 837
Change+96 (+11%)
Value$993.8K (+$27.6K)
Filed 2026-10-21
Opal Wealth Advisors, LLC
INCREASED
Shares932 from 443
Change+489 (+110%)
Value$993.1K (+$481.3K)
Filed 2026-10-16
TCI Wealth Advisors, Inc.
INCREASED
Shares930 from 810
Change+120 (+15%)
Value$990.6K (+$55.5K)
Filed 2026-10-30
Greenwood Gearhart LLC
DECREASED
Shares929 from 930
Change-1 (0%)
Value$989.5K (-$84.0K)
Filed 2026-11-02
Kendall Capital Management
NEW
Shares926
Change+926
Value$986.3K
Filed 2026-10-23
Harbor Capital Advisors, Inc.
INCREASED
Shares926 from 184
Change+742 (+403%)
Value$986 (-$211.0K)
Filed 2026-10-22
Markowski Investments
INCREASED
Shares925 from 706
Change+219 (+31%)
Value$985.3K (+$170.4K)
Filed 2026-10-30
Lake Hills Wealth Management, LLC
INCREASED
Shares925 from 792
Change+133 (+17%)
Value$985.2K (+$71.0K)
Filed 2026-10-07
Mine & Arao Wealth Creation & Management, Llc.
UNCHANGED
Shares925 from 925
Change0 (0%)
Value$985.2K (-$82.5K)
Filed 2026-10-29
Wealth Science Advisors LLC
DECREASED
Shares924 from 956
Change-32 (-3%)
Value$984.2K (-$119.3K)
Filed 2026-10-09
Jefferies Financial Group Inc.
INCREASED
Shares923 from 593
Change+330 (+56%)
Value$983.1K (+$298.6K)
Filed 2026-11-05
Prosperity Advisers, LLC
INCREASED
Shares922 from 514
Change+408 (+79%)
Value$982.0K (+$388.7K)
Filed 2026-10-28
R2 Capital Strategies, LLC
DECREASED
Shares922 from 955
Change-33 (-3%)
Value$982.0K (-$120.3K)
Filed 2026-10-15
Beacon Bank & Trust
INCREASED
Shares918 from 832
Change+86 (+10%)
Value$977.8K (+$17.4K)
Filed 2026-10-27
Astra Wealth Partners LLC
INCREASED
Shares917 from 724
Change+193 (+27%)
Value$977.0K (+$141.3K)
Filed 2026-11-06
Aletheian Wealth Advisors LLC
INCREASED
Shares914 from 900
Change+14 (+2%)
Value$973.5K (-$65.4K)
Filed 2026-10-08
Hengehold Capital Management LLC
INCREASED
Shares911 from 443
Change+468 (+106%)
Value$970.3K (+$459.0K)
Filed 2026-10-16
Cullinan Associates Inc
INCREASED
Shares908 from 800
Change+108 (+14%)
Value$967.1K (+$43.7K)
Filed 2026-11-03
Mascagni Wealth Management, Inc.
INCREASED
Shares904 from 536
Change+368 (+69%)
Value$962.8K (+$344.2K)
Filed 2026-10-23
Quantum Private Wealth, LLC
INCREASED
Shares900 from 606
Change+294 (+49%)
Value$958.6K (+$259.1K)
Filed 2026-10-20
Corundum Group, Inc.
DECREASED
Shares900 from 1,038
Change-138 (-13%)
Value$958.6K (-$239.6K)
Filed 2026-10-28
Formidable Asset Management, LLC
DECREASED
Shares899 from 1,443
Change-544 (-38%)
Value$1.0M (+$550.2K)
Filed 2026-11-03
Unique Wealth, LLC
DECREASED
Shares899 from 900
Change-1 (0%)
Value$957.5K (-$81.3K)
Filed 2026-10-16
Wetzel Investment Advisors, Inc.
INCREASED
Shares894 from 867
Change+27 (+3%)
Value$952.2K (-$48.6K)
Filed 2026-10-13
Mainsail Asset Management, LLC
DECREASED
Shares893 from 1,154
Change-261 (-23%)
Value$933.7K (-$46.0K)
Filed 2026-10-14
Stevens Capital Partners
INCREASED
Shares893 from 694
Change+199 (+29%)
Value$950.7K (+$150.2K)
Filed 2026-10-29
Tenzing Financial LLC
DECREASED
Shares882 from 908
Change-26 (-3%)
Value$798.3K (-$96.0K)
Filed 2026-11-03
Luts & Greenleigh Group, Inc.
DECREASED
Shares880 from 939
Change-59 (-6%)
Value$937.2K (-$146.6K)
Filed 2026-11-05
Barings LLC
DECREASED
Shares879 from 2,565
Change-1,686 (-66%)
Value$936.2K (-$2.0M)
Filed 2026-10-22
Epiq Partners, LLC
UNCHANGED
Shares878 from 878
Change0 (0%)
Value$935.2K (-$78.3K)
Filed 2026-10-07
Bigelow Investment Advisors, LLC
INCREASED
Shares877 from 793
Change+84 (+11%)
Value$934.1K (+$18.7K)
Filed 2026-10-13
Pacific Capital Wealth Advisors, Inc.
INCREASED
Shares872 from 224
Change+648 (+289%)
Value$928.8K (+$670.2K)
Filed 2026-10-22
Hoge Financial Services, LLC
INCREASED
Shares872 from 440
Change+432 (+98%)
Value$928.8K (+$420.9K)
Filed 2026-11-05
Crusonia Wealth Advisors LLC
DECREASED
Shares872 from 1,018
Change-146 (-14%)
Value$928.8K (-$246.3K)
Filed 2026-10-26
WBI Investments, LLC
DECREASED
Shares870 from 1,285
Change-415 (-32%)
Value$926.3K (-$557.4K)
Filed 2026-11-05
Richmond Investment Services, LLC
INCREASED
Shares869 from 573
Change+296 (+52%)
Value$925.7K (+$264.2K)
Filed 2026-10-29
DLK Investment Management, LLC
NEW
Shares867
Change+867
Value$922.9K
Filed 2026-10-09
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares867 from 2,237
Change-1,370 (-61%)
Value$923.4K (-$1.7M)
Filed 2026-10-14
Wilmington Savings Fund Society, FSB
INCREASED
Shares866 from 851
Change+15 (+2%)
Value$922.4K (-$59.9K)
Filed 2026-10-23
Oakwell Private Wealth Management, LLC
INCREASED
Shares865 from 218
Change+647 (+297%)
Value$921.5K (+$669.7K)
Filed 2026-11-06
Farmers & Merchants Investments Inc
INCREASED
Shares865 from 790
Change+75 (+9%)
Value$921.3K (+$9.4K)
Filed 2026-10-22
Unified Investment Management
DECREASED
Shares865 from 915
Change-50 (-5%)
Value$921.3K (-$134.9K)
Filed 2026-10-14
Lazari Capital Management, Inc.
DECREASED
Shares861 from 876
Change-15 (-2%)
Value$917.2K (-$94.1K)
Filed 2026-10-20
YHB Investment Advisors, Inc.
DECREASED
Shares859 from 1,670
Change-811 (-49%)
Value$914.9K (-$1.0M)
Filed 2026-10-08
Atlas Private Wealth Advisors
UNCHANGED
Shares859 from 859
Change0 (0%)
Value$914.8K (-$76.4K)
Filed 2026-10-23
Mach-1 Financial Group, LLC
DECREASED
Shares854 from 1,316
Change-462 (-35%)
Value$909.6K (-$609.4K)
Filed 2026-11-06
True Wealth Design, LLC
DECREASED
Shares853 from 957
Change-104 (-11%)
Value$908.5K (-$196.1K)
Filed 2026-10-13
Tred Avon Family Wealth, LLC
DECREASED
Shares853 from 898
Change-45 (-5%)
Value$908.5K (-$128.0K)
Filed 2026-10-20
Garrett Wealth Advisory Group, LLC
INCREASED
Shares853 from 821
Change+32 (+4%)
Value$908.7K (-$39.1K)
Filed 2026-10-22
Northern Capital Management, Inc.
INCREASED
Shares853 from 852
Change+1 (+0%)
Value$908.1K (-$75.9K)
Filed 2026-11-05
DecisionPoint Financial, LLC
INCREASED
Shares847 from 26
Change+821 (+3158%)
Value$929.5K (+$902.7K)
Filed 2026-10-27
One Day In July LLC
INCREASED
Shares844 from 275
Change+569 (+207%)
Value$899.0K (+$581.5K)
Filed 2026-10-30
First Horizon Corp
INCREASED
Shares844 from 834
Change+10 (+1%)
Value$899.0K (-$63.7K)
Filed 2026-10-26
Neville Rodie & Shaw Inc
UNCHANGED
Shares840 from 840
Change0 (0%)
Value$894 (-$75)
Filed 2026-10-05
One Wealth Capital Management, LLC
INCREASED
Shares839 from 642
Change+197 (+31%)
Value$893.6K (+$152.6K)
Filed 2026-10-23
WPG Advisers, LLC
INCREASED
Shares838 from 782
Change+56 (+7%)
Value$892.6K (-$10.1K)
Filed 2026-10-27
Torrey Growth & Income Advisors
INCREASED
Shares838 from 837
Change+1 (+0%)
Value$896.7K (-$74.7K)
Filed 2026-11-04
Milestone Asset Management Group, LLC
INCREASED
Shares837 from 836
Change+1 (+0%)
Value$891.1K (-$74.5K)
Filed 2026-10-20
Unique Wealth Strategies, LLC
UNCHANGED
Shares836 from 836
Change0 (0%)
Value$965.0K ($0)
Filed 2026-10-13
Philadelphia Trust Co
DECREASED
Shares835 from 1,535
Change-700 (-46%)
Value$889 (-$1.8M)
Filed 2026-11-05
NTV Asset Management LLC
DECREASED
Shares835 from 865
Change-30 (-3%)
Value$889.4K (-$109.1K)
Filed 2026-10-23
Alchemi Wealth, LLC
DECREASED
Shares833 from 1,075
Change-242 (-23%)
Value$888.1K (-$353.7K)
Filed 2026-11-04
Cogent Private Wealth, Inc.
DECREASED
Shares831 from 908
Change-77 (-8%)
Value$885.1K (-$163.0K)
Filed 2026-11-06
XY Planning Network, Inc.
INCREASED
Shares828 from 592
Change+236 (+40%)
Value$881.9K (+$198.6K)
Filed 2026-10-14
Avion Wealth
INCREASED
Shares827 from 822
Change+5 (+1%)
Value$880 (-$947.1K)
Filed 2026-11-04
KFG Wealth Management, LLC
NEW
Shares826
Change+826
Value$879.9K
Filed 2026-10-16
Howland Capital Management LLC
DECREASED
Shares825 from 1,179
Change-354 (-30%)
Value$878.7K (-$482.2K)
Filed 2026-10-22
Blodgett Wealth Advisors, LLC
INCREASED
Shares819 from 774
Change+45 (+6%)
Value$872.3K (-$21.1K)
Filed 2026-10-23
Fjell Capital, LLC
INCREASED
Shares817 from 810
Change+7 (+1%)
Value$870.2K (-$64.8K)
Filed 2026-10-13
Matrix Trust Co
DECREASED
Shares816 from 834
Change-18 (-2%)
Value$869 (-$94)
Filed 2026-10-07
Lauer Wealth, LLC
DECREASED
Shares815 from 1,175
Change-360 (-31%)
Value$844.2K (-$311.0K)
Filed 2026-10-13
Curran Financial Partners, LLC
INCREASED
Shares815 from 813
Change+2 (+0%)
Value$868.1K (-$70.4K)
Filed 2026-11-04
Purus Wealth Management, LLC
INCREASED
Shares814 from 803
Change+11 (+1%)
Value$867.0K (-$60.0K)
Filed 2026-10-15
First Growth Capital LLC
DECREASED
Shares810 from 837
Change-27 (-3%)
Value$862.3K (-$103.4K)
Filed 2026-10-15
Zinnia Wealth Advisory, LLC
DECREASED
Shares809 from 835
Change-26 (-3%)
Value$861.7K (-$102.2K)
Filed 2026-11-06
Warner Financial, Inc
UNCHANGED
Shares807 from 807
Change0 (0%)
Value$859.5K (-$72.0K)
Filed 2026-11-06
Plimoth Trust Co LLC
NEW
Shares806
Change+806
Value$858.5K
Filed 2026-10-26
Integrity Wealth Advisors, Inc.
NEW
Shares802
Change+802
Value$854.2K
Filed 2026-10-29
Willner & Heller, LLC
INCREASED
Shares798 from 788
Change+10 (+1%)
Value$850.4K (-$59.5K)
Filed 2026-10-28
Elm3 Financial Group, LLC
NEW
Shares796
Change+796
Value$847.8K
Filed 2026-10-07
DecisionMap Wealth Management, LLC
INCREASED
Shares795 from 732
Change+63 (+9%)
Value$846.8K (+$1.8K)
Filed 2026-10-29
William John Sempolinski
DECREASED
Shares795 from 830
Change-35 (-4%)
Value$846.8K (-$111.3K)
Filed 2026-10-20
Thompson Davis & Co., Inc.
DECREASED
Shares794 from 923
Change-129 (-14%)
Value$845.8K (-$217.9K)
Filed 2026-11-05
BlueSky Wealth Advisors, LLC
DECREASED
Shares793 from 846
Change-53 (-6%)
Value$844.6K (-$131.9K)
Filed 2026-10-29
Challenger Wealth Management
INCREASED
Shares787 from 777
Change+10 (+1%)
Value$837.9K (-$58.6K)
Filed 2026-10-30
GSG Advisors LLC
INCREASED
Shares786 from 734
Change+52 (+7%)
Value$837.2K (-$10.1K)
Filed 2026-11-03
Focused Alpha, LLC
DECREASED
Shares785 from 1,362
Change-577 (-42%)
Value$835.8K (-$736.0K)
Filed 2026-10-20
Global Financial Private Client, LLC
INCREASED
Shares784 from 725
Change+59 (+8%)
Value$835.1K (-$1.8K)
Filed 2026-10-15
Split Creek LLC DBA Split Creek Capital LLC
DECREASED
Shares783 from 894
Change-111 (-12%)
Value$834.0K (-$198.0K)
Filed 2026-11-02
Waldron Private Wealth LLC
INCREASED
Shares778 from 651
Change+127 (+20%)
Value$828.7K (+$77.2K)
Filed 2026-11-02
Caldwell Trust Co
INCREASED
Shares777 from 680
Change+97 (+14%)
Value$827.6K (+$42.7K)
Filed 2026-10-30
Schneider Downs Wealth Management Advisors, LP
INCREASED
Shares775 from 452
Change+323 (+71%)
Value$825.5K (+$303.8K)
Filed 2026-10-27
bLong Financial, LLC
INCREASED
Shares775 from 700
Change+75 (+11%)
Value$825.5K (+$17.5K)
Filed 2026-10-29
Essex LLC
INCREASED
Shares774 from 409
Change+365 (+89%)
Value$824.3K (+$352.3K)
Filed 2026-10-14
Retirement Guys Formula LLC
INCREASED
Shares773 from 765
Change+8 (+1%)
Value$823.3K (-$59.7K)
Filed 2026-10-26
Brown Wealth Management, LLC
INCREASED
Shares772 from 576
Change+196 (+34%)
Value$822.3K (+$157.4K)
Filed 2026-10-20
SevenBridge Financial Group, LLC
DECREASED
Shares768 from 1,245
Change-477 (-38%)
Value$688.2K (-$404.4K)
Filed 2026-10-26
Nikulski Financial, Inc.
DECREASED
Shares767 from 827
Change-60 (-7%)
Value$816.9K (-$137.7K)
Filed 2026-11-06
Lord & Richards Wealth Management, LLC
NEW
Shares765
Change+765
Value$814.8K
Filed 2026-10-14
Core Wealth Partners LLC
INCREASED
Shares764 from 606
Change+158 (+26%)
Value$813.7K (+$114.2K)
Filed 2026-11-02
Peachtree Investment Partners, LLC
DECREASED
Shares762 from 1,083
Change-321 (-30%)
Value$811.6K (-$438.5K)
Filed 2026-11-05
Physician Wealth Advisors, Inc.
INCREASED
Shares762 from 750
Change+12 (+2%)
Value$811.6K (-$53.6K)
Filed 2026-10-20
Saxony Capital Management, LLC
DECREASED
Shares760 from 786
Change-26 (-3%)
Value$809.5K (-$97.8K)
Filed 2026-10-15
Boltwood Capital Management
INCREASED
Shares759 from 455
Change+304 (+67%)
Value$808.4K (+$283.2K)
Filed 2026-10-02
ETF Store, Inc.
DECREASED
Shares758 from 785
Change-27 (-3%)
Value$807.0K (-$99.2K)
Filed 2026-10-19
Fulcrum Equity Management
INCREASED
Shares757 from 521
Change+236 (+45%)
Value$806.3K (+$204.9K)
Filed 2026-10-21
Advus Financial Partners, LLC
INCREASED
Shares757 from 756
Change+1 (+0%)
Value$806.3K (-$65.9K)
Filed 2026-10-20
Western Pacific Wealth Management, LP
INCREASED
Shares754 from 150
Change+604 (+403%)
Value$803.0K (+$629.9K)
Filed 2026-10-16
Stone House Investment Management, LLC
INCREASED
Shares754 from 395
Change+359 (+91%)
Value$803.1K (+$347.1K)
Filed 2026-10-23
Meriwether Wealth & Planning, LLC
DECREASED
Shares754 from 757
Change-3 (0%)
Value$803.1K (-$70.7K)
Filed 2026-10-13
Hamilton Point Investment Advisors, LLC
INCREASED
Shares753 from 748
Change+5 (+1%)
Value$802.0K (-$61.4K)
Filed 2026-11-03
Snider Financial Group
UNCHANGED
Shares753 from 753
Change0 (0%)
Value$801.9K (-$67.1K)
Filed 2026-10-16
Pacific Park Financial, Inc.
DECREASED
Shares750 from 796
Change-46 (-6%)
Value$798.8K (-$120.0K)
Filed 2026-10-13
Trifecta Capital Advisors, LLC
INCREASED
Shares748 from 658
Change+90 (+14%)
Value$796.7K (+$37.2K)
Filed 2026-10-21
Valley National Advisers Inc
DECREASED
Shares748 from 755
Change-7 (-1%)
Value$796.5K (-$74.8K)
Filed 2026-10-23
Creekside Partners
DECREASED
Shares747 from 957
Change-210 (-22%)
Value$795.7K (-$309.0K)
Filed 2026-11-04
Alliance Wealth Advisors, LLC
INCREASED
Shares745 from 548
Change+197 (+36%)
Value$793.5K (+$161.0K)
Filed 2026-10-28
Gibson Wealth Advisors LLC
UNCHANGED
Shares744 from 744
Change0 (0%)
Value$792.8K (-$66.2K)
Filed 2026-10-20
William Mack & Associates, Inc.
INCREASED
Shares743 from 675
Change+68 (+10%)
Value$791.7K (+$12.2K)
Filed 2026-10-27
Embree Financial Group
INCREASED
Shares742 from 704
Change+38 (+5%)
Value$790.8K (-$22.3K)
Filed 2026-10-22
Tilia Fiduciary Partners, Inc.
INCREASED
Shares741 from 230
Change+511 (+222%)
Value$789.2K (+$523.8K)
Filed 2026-10-09
Compass Ion Advisors, LLC
INCREASED
Shares741 from 727
Change+14 (+2%)
Value$789.2K (-$49.9K)
Filed 2026-10-23
Leuthold Group, LLC
INCREASED
Shares741 from 740
Change+1 (+0%)
Value$789.2K (-$64.9K)
Filed 2026-11-04
David J Yvars Group
UNCHANGED
Shares740 from 740
Change0 (0%)
Value$788.2K (-$66.0K)
Filed 2026-10-09
MinichMacGregor Wealth Management, LLC
DECREASED
Shares737 from 1,076
Change-339 (-32%)
Value$785.2K (-$456.9K)
Filed 2026-10-14
Spinnaker Investment Group, LLC
DECREASED
Shares736 from 752
Change-16 (-2%)
Value$783.9K (-$84.1K)
Filed 2026-10-13
Tributary Capital Management, LLC
NEW
Shares735
Change+735
Value$782.9K
Filed 2026-10-28
Richard P Slaughter Associates Inc
INCREASED
Shares732 from 220
Change+512 (+233%)
Value$779.7K (+$525.7K)
Filed 2026-10-13
Peak Financial Management, Inc.
DECREASED
Shares731 from 801
Change-70 (-9%)
Value$779.2K (-$146.0K)
Filed 2026-10-16
Meadowbrook Wealth Management, LLC
INCREASED
Shares730 from 462
Change+268 (+58%)
Value$777.5K (+$300.6K)
Filed 2026-10-08
Foundry Financial LLC
NEW
Shares729
Change+729
Value$776.4K
Filed 2026-10-16
World Equity Group, Inc.
DECREASED
Shares729 from 1,134
Change-405 (-36%)
Value$776.5K (-$532.5K)
Filed 2026-10-14
Melfa Wealth Management, Inc.
DECREASED
Shares726 from 765
Change-39 (-5%)
Value$773.3K (-$109.8K)
Filed 2026-11-06
Kavar Capital Partners Group, LLC
INCREASED
Shares724 from 694
Change+30 (+4%)
Value$771.1K (-$29.9K)
Filed 2026-11-06
Channel Wealth LLC
INCREASED
Shares721 from 629
Change+92 (+15%)
Value$767.9K (+$41.9K)
Filed 2026-11-06
Urban Wealth Management, LLC
INCREASED
Shares719 from 648
Change+71 (+11%)
Value$765.8K (+$18.3K)
Filed 2026-10-21
jvl associates llc
INCREASED
Shares718 from 690
Change+28 (+4%)
Value$764.8K (-$31.7K)
Filed 2026-10-09
RAM Investment Partners, LLC
INCREASED
Shares717 from 696
Change+21 (+3%)
Value$763.8K (-$39.7K)
Filed 2026-10-21
Brooklyn FI, LLC
NEW
Shares713
Change+713
Value$567.0K
Filed 2026-11-05
Hardy Reed LLC
INCREASED
Shares713 from 625
Change+88 (+14%)
Value$759.4K (+$38.0K)
Filed 2026-11-06
Coquina Private Wealth LLC
INCREASED
Shares713 from 650
Change+63 (+10%)
Value$759.4K (+$9.1K)
Filed 2026-10-27
Summit Investment Advisors, Inc.\KS
UNCHANGED
Shares712 from 712
Change0 (0%)
Value$758.5K (-$63.5K)
Filed 2026-11-05
Gilman Hill Asset Management, LLC
INCREASED
Shares711 from 536
Change+175 (+33%)
Value$757.3K (+$138.6K)
Filed 2026-10-13
Moody Lynn Lieberson & Walker, LLC
DECREASED
Shares707 from 977
Change-270 (-28%)
Value$753.0K (-$374.7K)
Filed 2026-10-14
Cora Capital Advisors LLC
DECREASED
Shares707 from 743
Change-36 (-5%)
Value$752.6K (-$104.5K)
Filed 2026-11-02
Calder Financial LLC
DECREASED
Shares706 from 1,139
Change-433 (-38%)
Value$752.2K (-$562.9K)
Filed 2026-10-13
Deseret Mutual Benefit Administrators
DECREASED
Shares704 from 1,302
Change-598 (-46%)
Value$749.8K (-$753.0K)
Filed 2026-11-04
LongView Wealth Management
DECREASED
Shares704 from 842
Change-138 (-16%)
Value$750.0K (-$222.1K)
Filed 2026-10-19
Kingstone Capital Partners Texas, LLC
NEW
Shares701
Change+701
Value$746.8K
Filed 2026-11-03
Nolet Wealth Management, LLC
INCREASED
Shares701 from 688
Change+13 (+2%)
Value$746.3K (-$47.5K)
Filed 2026-10-15
Mechanics Financial Corp
NEW
Shares700
Change+700
Value$745.6K
Filed 2026-11-05
Hobart Private Capital, LLC
INCREASED
Shares700 from 544
Change+156 (+29%)
Value$745.6K (+$117.6K)
Filed 2026-10-19
Benin Management Corp
DECREASED
Shares700 from 800
Change-100 (-12%)
Value$745.6K (-$177.9K)
Filed 2026-10-22
Oceanside Advisors LLC
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$745.6K (-$62.4K)
Filed 2026-11-03
Flagship Wealth Advisors, LLC
INCREASED
Shares695 from 515
Change+180 (+35%)
Value$740.3K (+$145.8K)
Filed 2026-11-03
Luminvest Wealth Management LLC
DECREASED
Shares694 from 773
Change-79 (-10%)
Value$739.2K (-$153.1K)
Filed 2026-10-14
Prentice Wealth Management LLC
INCREASED
Shares693 from 584
Change+109 (+19%)
Value$738.3K (+$64.0K)
Filed 2026-10-20
Syntegra Private Wealth Group, LLC
INCREASED
Shares692 from 510
Change+182 (+36%)
Value$737.4K (+$148.7K)
Filed 2026-10-13
KG Capital Management
DECREASED
Shares690 from 887
Change-197 (-22%)
Value$735.3K (-$289.0K)
Filed 2026-10-15
Market Street Wealth Management Advisors LLC
INCREASED
Shares690 from 518
Change+172 (+33%)
Value$734.9K (+$137.0K)
Filed 2026-10-09
Arrien Investments, Inc.
DECREASED
Shares689 from 761
Change-72 (-9%)
Value$733.9K (-$144.6K)
Filed 2026-10-30
Values Added Financial LLC
INCREASED
Shares689 from 682
Change+7 (+1%)
Value$733.9K (-$53.4K)
Filed 2026-10-28
Acorn Wealth Advisors, LLC
INCREASED
Shares687 from 480
Change+207 (+43%)
Value$731.3K (+$176.9K)
Filed 2026-10-19
Smith Chas P & Associates PA Cpas
DECREASED
Shares687 from 744
Change-57 (-8%)
Value$603.3K (-$254.9K)
Filed 2026-10-22
T3 Companies, LLC
INCREASED
Shares683 from 266
Change+417 (+157%)
Value$727.5K (+$420.4K)
Filed 2026-10-22
Triasima Portfolio Management inc.
DECREASED
Shares683 from 703
Change-20 (-3%)
Value$727.5K (-$84.0K)
Filed 2026-10-15
Willis Investment Counsel
UNCHANGED
Shares680 from 680
Change0 (0%)
Value$724.3K (-$60.6K)
Filed 2026-10-20
Gagnon Securities LLC
UNCHANGED
Shares679 from 679
Change0 (0%)
Value$723.2K (-$60.6K)
Filed 2026-11-05
Berkshire Money Management, Inc.
NEW
Shares677
Change+677
Value$721.2K
Filed 2026-10-21
Jamison Private Wealth Management, Inc.
DECREASED
Shares673 from 718
Change-45 (-6%)
Value$716.4K (-$112.0K)
Filed 2026-10-14
E6 Portfolios, LLC
DECREASED
Shares673 from 674
Change-1 (0%)
Value$716.7K (-$61.2K)
Filed 2026-10-26
Pachira Investments Inc.
INCREASED
Shares672 from 286
Change+386 (+135%)
Value$715.7K (+$385.2K)
Filed 2026-10-14
Jeter Robert S II
INCREASED
Shares670 from 633
Change+37 (+6%)
Value$638.6K (+$18.7K)
Filed 2026-10-16
GenTrust, LLC
INCREASED
Shares669 from 539
Change+130 (+24%)
Value$712.2K (+$90.4K)
Filed 2026-11-06
Affiance Financial, LLC
DECREASED
Shares667 from 721
Change-54 (-7%)
Value$710.5K (-$121.7K)
Filed 2026-10-15
Avid Wealth Partners LLC
DECREASED
Shares667 from 697
Change-30 (-4%)
Value$710.4K (-$94.1K)
Filed 2026-11-03
Michels Family Financial, LLC
INCREASED
Shares664 from 578
Change+86 (+15%)
Value$707.6K (+$40.1K)
Filed 2026-11-02
Carson Advisory Inc.
DECREASED
Shares664 from 667
Change-3 (0%)
Value$707.1K (-$62.6K)
Filed 2026-11-06
Stewardship Advisors, LLC
INCREASED
Shares663 from 645
Change+18 (+3%)
Value$706.2K (-$38.3K)
Filed 2026-10-20
Apollon Financial, LLC
INCREASED
Shares660 from 553
Change+107 (+19%)
Value$703.0K (+$64.7K)
Filed 2026-10-23
Artesa Financial Group, LLC
DECREASED
Shares658 from 675
Change-17 (-3%)
Value$700.9K (-$78.3K)
Filed 2026-10-29
BAM Wealth Management, LLC
INCREASED
Shares655 from 447
Change+208 (+47%)
Value$697.5K (+$181.7K)
Filed 2026-10-15
TSA Wealth Managment LLC
INCREASED
Shares655 from 627
Change+28 (+4%)
Value$697.6K (-$26.1K)
Filed 2026-10-22
Regatta Capital Group, LLC
INCREASED
Shares653 from 409
Change+244 (+60%)
Value$695.2K (+$222.8K)
Filed 2026-10-23
Wiser Wealth Management, Inc
INCREASED
Shares653 from 601
Change+52 (+9%)
Value$695.5K (+$1.8K)
Filed 2026-10-14
Sterling Investment Advisors, Ltd.
INCREASED
Shares652 from 651
Change+1 (+0%)
Value$694.0K (-$58.0K)
Filed 2026-10-27
Atwater Malick LLC
INCREASED
Shares650 from 647
Change+3 (+0%)
Value$692.3K (-$54.5K)
Filed 2026-10-15
Barden Capital Management, Inc.
INCREASED
Shares650 from 648
Change+2 (+0%)
Value$692.3K (-$55.7K)
Filed 2026-10-09
Clarus Group, Inc.
UNCHANGED
Shares650 from 650
Change0 (0%)
Value$692.6K (-$58.0K)
Filed 2026-10-21
Smith Shellnut Wilson LLC
INCREASED
Shares647 from 607
Change+40 (+7%)
Value$689.1K (-$11.5K)
Filed 2026-10-21
Elmwood Wealth Management, Inc.
INCREASED
Shares647 from 643
Change+4 (+1%)
Value$689.1K (-$53.1K)
Filed 2026-10-14
Pekin Hardy Strauss, Inc.
INCREASED
Shares643 from 635
Change+8 (+1%)
Value$684.9K (-$48.1K)
Filed 2026-11-02
Pegasus Asset Management, Inc.
INCREASED
Shares642 from 610
Change+32 (+5%)
Value$683.8K (-$20.3K)
Filed 2026-11-03
Investment Management Corp
DECREASED
Shares632 from 665
Change-33 (-5%)
Value$673.6K (-$94.4K)
Filed 2026-11-03
Guidance Capital, Inc
DECREASED
Shares632 from 645
Change-13 (-2%)
Value$526.5K (-$24.2K)
Filed 2026-11-03
Eagle Global Advisors LLC
DECREASED
Shares631 from 637
Change-6 (-1%)
Value$671.6K (-$63.2K)
Filed 2026-11-02
Kraft, Davis & Associates, LLC
INCREASED
Shares630 from 561
Change+69 (+12%)
Value$574.6K (+$51.2K)
Filed 2026-10-21
Amplius Wealth Advisors, LLC
INCREASED
Shares628 from 262
Change+366 (+140%)
Value$668.9K (+$366.5K)
Filed 2026-10-20
Kanawha Capital Management LLC
DECREASED
Shares627 from 642
Change-15 (-2%)
Value$668.2K (-$73.3K)
Filed 2026-10-19
Leisure Capital Management
DECREASED
Shares622 from 625
Change-3 (0%)
Value$662.5K (-$58.9K)
Filed 2026-11-03
RBA Wealth Management, LLC
NEW
Shares621
Change+621
Value$661.4K
Filed 2026-10-28
Walser Wealth Management Company, A Ltd Liability Co
INCREASED
Shares619 from 377
Change+242 (+64%)
Value$659.1K (+$224.2K)
Filed 2026-10-15
Samalin Investment Counsel, LLC
DECREASED
Shares619 from 638
Change-19 (-3%)
Value$659.4K (-$76.8K)
Filed 2026-10-23
Investmark Advisory Group LLC
INCREASED
Shares619 from 615
Change+4 (+1%)
Value$660.1K (-$49.5K)
Filed 2026-10-27
Sunburst Financial Group, LLC
INCREASED
Shares617 from 542
Change+75 (+14%)
Value$657.5K (+$31.5K)
Filed 2026-10-09
Worth Financial Advisory Group, LLC
INCREASED
Shares612 from 446
Change+166 (+37%)
Value$652.3K (+$137.0K)
Filed 2026-10-19
UMB Private Wealth Management, LLC
NEW
Shares608
Change+608
Value$647.6K
Filed 2026-10-19
James J. Burns & Company, LLC
INCREASED
Shares608 from 597
Change+11 (+2%)
Value$648.1K (-$41.6K)
Filed 2026-10-22
Family Wealth Partners, LLC
DECREASED
Shares607 from 860
Change-253 (-29%)
Value$646.5K (-$346.2K)
Filed 2026-10-20
Share Andrew L.
NEW
Shares606
Change+606
Value$645.5K
Filed 2026-11-06
ARK & TLK Investments, LLC
UNCHANGED
Shares606 from 606
Change0 (0%)
Value$645.5K (-$54.0K)
Filed 2026-10-20
Mcdonald Partners LLC
DECREASED
Shares602 from 1,087
Change-485 (-45%)
Value$641.2K (-$613.5K)
Filed 2026-11-03
Sun Group Wealth Partners
INCREASED
Shares602 from 494
Change+108 (+22%)
Value$641.2K (+$71.0K)
Filed 2026-10-26
Altar Rock LLC
DECREASED
Shares602 from 603
Change-1 (0%)
Value$619.5K (-$76.6K)
Filed 2026-11-06
Cpwa, LLC
INCREASED
Shares600 from 595
Change+5 (+1%)
Value$593.6K (-$93.3K)
Filed 2026-11-04
Howard Capital Management Group, LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$639.1K (-$53.5K)
Filed 2026-10-16
Arta Finance Wealth Management LLC
INCREASED
Shares597 from 577
Change+20 (+3%)
Value$635.8K (-$30.2K)
Filed 2026-10-28
Lodestar Private Asset Management LLC
UNCHANGED
Shares597 from 597
Change0 (0%)
Value$635.9K (-$53.2K)
Filed 2026-10-26
Accelerate Investment Advisors LLC
DECREASED
Shares594 from 641
Change-47 (-7%)
Value$632.8K (-$107.2K)
Filed 2026-11-02
Birch Financial Group, LLC
NEW
Shares593
Change+593
Value$631.3K
Filed 2026-10-27
WBH Advisory Inc
UNCHANGED
Shares593 from 593
Change0 (0%)
Value$631.1K (-$52.8K)
Filed 2026-11-05
Keudell ison Wealth Management
INCREASED
Shares592 from 509
Change+83 (+16%)
Value$630.5K (+$43.0K)
Filed 2026-10-16
Cornerstone Planning Group LLC
INCREASED
Shares591 from 557
Change+34 (+6%)
Value$607.9K (+$73.7K)
Filed 2026-10-16
Glass Jacobson Investment Advisors llc
DECREASED
Shares591 from 607
Change-16 (-3%)
Value$629.3K (-$71.9K)
Filed 2026-10-26
TMB Capital Partners, LLC
INCREASED
Shares591 from 586
Change+5 (+1%)
Value$629.4K (-$46.8K)
Filed 2026-10-20
Bauman Advisory Group, LLC
DECREASED
Shares590 from 632
Change-42 (-7%)
Value$627.9K (-$101.7K)
Filed 2026-10-29
Arch Global Advisors, LLC
INCREASED
Shares589 from 532
Change+57 (+11%)
Value$627.4K (+$13.3K)
Filed 2026-10-23
Momentous Wealth Management, Inc.
INCREASED
Shares589 from 566
Change+23 (+4%)
Value$627.4K (-$26.0K)
Filed 2026-10-21
Paragon Private Wealth Management, LLC
DECREASED
Shares588 from 1,526
Change-938 (-61%)
Value$626.6K (-$1.1M)
Filed 2026-10-20
Instrumental Wealth, LLC
INCREASED
Shares588 from 530
Change+58 (+11%)
Value$626.6K (+$14.5K)
Filed 2026-10-20
Morton Capital Management LLC
DECREASED
Shares586 from 613
Change-27 (-4%)
Value$624.5K (-$83.4K)
Filed 2026-10-23
Tempus Wealth Planning, LLC
INCREASED
Shares585 from 400
Change+185 (+46%)
Value$623.1K (+$161.4K)
Filed 2026-10-14
Arthur M. Cohen & Associates, LLC
UNCHANGED
Shares584 from 584
Change0 (0%)
Value$622.0K (-$52.1K)
Filed 2026-10-26
Bellecapital International Ltd.
NEW
Shares583
Change+583
Value$621.0K
Filed 2026-10-21
Wespac Advisors, LLC
DECREASED
Shares583 from 3,304
Change-2,721 (-82%)
Value$621.0K (-$3.2M)
Filed 2026-10-26
Benchmark Financial Wealth Advisors, LLC
INCREASED
Shares581 from 343
Change+238 (+69%)
Value$618.7K (+$223.0K)
Filed 2026-10-20
Legacy Financial Group, Inc.
INCREASED
Shares580 from 357
Change+223 (+62%)
Value$617.8K (+$205.7K)
Filed 2026-10-21
Adelphi Trust Co
INCREASED
Shares578 from 440
Change+138 (+31%)
Value$615.6K (+$107.7K)
Filed 2026-10-05
Mission Financial Group, LLC
DECREASED
Shares576 from 591
Change-15 (-3%)
Value$613.9K (-$67.8K)
Filed 2026-10-21
Delta Financial Advisors LLC
INCREASED
Shares574 from 367
Change+207 (+56%)
Value$611.4K (+$187.7K)
Filed 2026-10-27
Lantern Wealth Advisors, LLC
INCREASED
Shares574 from 439
Change+135 (+31%)
Value$611.4K (+$104.7K)
Filed 2026-10-22
Nadler Financial Group, Inc.
INCREASED
Shares574 from 562
Change+12 (+2%)
Value$610.9K (-$38.4K)
Filed 2026-10-23
Entrewealth, LLC
INCREASED
Shares572 from 443
Change+129 (+29%)
Value$609.2K (+$218.8K)
Filed 2026-10-14
Madson Wealth Advisors Inc
UNCHANGED
Shares572 from 572
Change0 (0%)
Value$609.5K (-$51.0K)
Filed 2026-10-13
LCM Capital Management Inc
DECREASED
Shares571 from 849
Change-278 (-33%)
Value$608.2K (-$371.8K)
Filed 2026-10-20
Agate Pass Investment Management, LLC
NEW
Shares570
Change+570
Value$607.1K
Filed 2026-10-20
Prospect Financial Group LLC
DECREASED
Shares570 from 603
Change-33 (-5%)
Value$607.1K (-$88.9K)
Filed 2026-11-05
Total Clarity Wealth Management, Inc.
DECREASED
Shares570 from 584
Change-14 (-2%)
Value$607.1K (-$67.0K)
Filed 2026-10-26
Grandview Asset Management LLC
INCREASED
Shares569 from 565
Change+4 (+1%)
Value$606.3K (-$46.1K)
Filed 2026-10-19
Vaughan & Co Securities, Inc.
UNCHANGED
Shares569 from 569
Change0 (0%)
Value$606.0K (-$50.7K)
Filed 2026-10-23
American Institute for Advanced Investment Management, LLP
UNCHANGED
Shares568 from 568
Change0 (0%)
Value$605.0K (-$50.7K)
Filed 2026-11-03
Sierra Ocean, LLC
DECREASED
Shares567 from 663
Change-96 (-14%)
Value$604.2K (-$161.4K)
Filed 2026-11-03
Cross Staff Investments Inc
UNCHANGED
Shares567 from 567
Change0 (0%)
Value$603.9K (-$50.6K)
Filed 2026-10-22
Presilium Private Wealth, LLC
INCREASED
Shares566 from 542
Change+24 (+4%)
Value$602.7K (-$22.8K)
Filed 2026-10-26
Financial Planning Navigators Corp
INCREASED
Shares565 from 523
Change+42 (+8%)
Value$602.0K (-$1.9K)
Filed 2026-10-14
Cooper S Advisors, LLC
INCREASED
Shares565 from 528
Change+37 (+7%)
Value$601.8K (-$7.7K)
Filed 2026-11-03
Pacific Excel Wealth Advisors, Inc.
DECREASED
Shares564 from 1,529
Change-965 (-63%)
Value$590.9K (-$1.2M)
Filed 2026-10-27
Financial Management Professionals, Inc.
DECREASED
Shares563 from 831
Change-268 (-32%)
Value$599.7K (-$359.6K)
Filed 2026-10-23
Sightline Wealth Advisors, LLC
INCREASED
Shares563 from 376
Change+187 (+50%)
Value$599.7K (+$165.6K)
Filed 2026-10-21
Matauro, LLC
INCREASED
Shares563 from 496
Change+67 (+14%)
Value$599.2K (+$27.2K)
Filed 2026-11-03
Blue Bell Private Wealth Management, LLC
INCREASED
Shares563 from 545
Change+18 (+3%)
Value$599.8K (-$29.4K)
Filed 2026-10-29
Castleview Partners, LLC
INCREASED
Shares561 from 496
Change+65 (+13%)
Value$597.5K (+$25.0K)
Filed 2026-10-09
ACT Advisors, Llc.
INCREASED
Shares560 from 452
Change+108 (+24%)
Value$596.8K (+$74.7K)
Filed 2026-10-15
Alternative Investment Advisors, Llc.
INCREASED
Shares560 from 495
Change+65 (+13%)
Value$597.5K (+$25.1K)
Filed 2026-11-03
Trueblood Wealth Management, LLC
DECREASED
Shares559 from 581
Change-22 (-4%)
Value$595.5K (-$75.1K)
Filed 2026-10-23
Focused Wealth Management, Inc
DECREASED
Shares559 from 565
Change-6 (-1%)
Value$594.9K (-$57.4K)
Filed 2026-10-30
NBZ Investment Advisors LLC
UNCHANGED
Shares558 from 558
Change0 (0%)
Value$594.3K (-$49.8K)
Filed 2026-10-30
Henderson Brothers Financial Partners, LLC
DECREASED
Shares556 from 977
Change-421 (-43%)
Value$592.2K (-$535.5K)
Filed 2026-11-03
KMG Fiduciary Partners, LLC
DECREASED
Shares555 from 635
Change-80 (-13%)
Value$590.9K (-$141.8K)
Filed 2026-10-14
Coyle Financial Counsel LLC
DECREASED
Shares555 from 630
Change-75 (-12%)
Value$591.1K (-$136.1K)
Filed 2026-10-28
626 Financial, LLC
INCREASED
Shares555 from 537
Change+18 (+3%)
Value$591.1K (-$28.7K)
Filed 2026-11-04
Pinnacle Bancorp, Inc.
INCREASED
Shares553 from 369
Change+184 (+50%)
Value$589.0K (+$163.1K)
Filed 2026-10-21
Wellington Shields Capital Management, LLC
DECREASED
Shares550 from 924
Change-374 (-40%)
Value$585.8K (-$480.8K)
Filed 2026-11-03
Wellington Shields & Co., LLC
DECREASED
Shares550 from 885
Change-335 (-38%)
Value$585.8K (-$435.7K)
Filed 2026-11-03
Capital Management Associates
DECREASED
Shares550 from 850
Change-300 (-35%)
Value$585.8K (-$395.3K)
Filed 2026-11-03
McElhenny Sheffield Capital Management, LLC
INCREASED
Shares550 from 465
Change+85 (+18%)
Value$585.8K (+$49.1K)
Filed 2026-11-06
Northeast Investment Management
INCREASED
Shares549 from 280
Change+269 (+96%)
Value$584.7K (+$261.5K)
Filed 2026-10-30
Uptick Partners, LLC
INCREASED
Shares549 from 416
Change+133 (+32%)
Value$585.1K (+$104.6K)
Filed 2026-11-04
Plan Group Financial, LLC
INCREASED
Shares548 from 517
Change+31 (+6%)
Value$491.1K (-$105.7K)
Filed 2026-10-22
Bahl & Gaynor LLC
INCREASED
Shares546 from 536
Change+10 (+2%)
Value$581.6K (-$37.1K)
Filed 2026-11-05
PFC Capital Group, Inc.
NEW
Shares545
Change+545
Value$580.5K
Filed 2026-11-06
Evolution Wealth Management Inc.
DECREASED
Shares545 from 669
Change-124 (-19%)
Value$580.4K (-$191.7K)
Filed 2026-10-28
Rubicon Advisors, GP
INCREASED
Shares545 from 479
Change+66 (+14%)
Value$580.5K (+$27.6K)
Filed 2026-10-23
Aurora Private Wealth, Inc.
INCREASED
Shares542 from 235
Change+307 (+131%)
Value$577 (-$270.4K)
Filed 2026-10-20
Precedent Wealth Partners, LLC
INCREASED
Shares542 from 469
Change+73 (+16%)
Value$576.9K (+$35.5K)
Filed 2026-10-21
San Luis Wealth Advisors LLC
INCREASED
Shares542 from 476
Change+66 (+14%)
Value$577.4K (+$27.6K)
Filed 2026-10-27
Cordoba Advisory Partners LLC
INCREASED
Shares539 from 424
Change+115 (+27%)
Value$574.1K (+$84.9K)
Filed 2026-10-19
Single Point Partners, LLC
UNCHANGED
Shares535 from 535
Change0 (0%)
Value$569.8K (-$47.7K)
Filed 2026-10-19
Encompass Wealth Advisors, LLC
INCREASED
Shares534 from 238
Change+296 (+124%)
Value$568.8K (+$294.0K)
Filed 2026-10-15
Stirlingshire Investments, Inc.
DECREASED
Shares534 from 550
Change-16 (-3%)
Value$568.9K (-$65.5K)
Filed 2026-11-05
Hilton Head Capital Partners, LLC
INCREASED
Shares533 from 482
Change+51 (+11%)
Value$567.7K (+$11.3K)
Filed 2026-10-23
PW Nova Financial Services LLC
DECREASED
Shares533 from 535
Change-2 (0%)
Value$567.7K (-$49.8K)
Filed 2026-10-15
Kings Path Partners LLC
INCREASED
Shares530 from 230
Change+300 (+130%)
Value$564.5K (+$299.0K)
Filed 2026-10-21
Buck Wealth Strategies, LLC
INCREASED
Shares529 from 77
Change+452 (+587%)
Value$563.4K (+$474.6K)
Filed 2026-10-28
Prosperity Financial Group, Inc.
INCREASED
Shares529 from 488
Change+41 (+8%)
Value$563.4K (+$149)
Filed 2026-10-29
Fonville Wealth Management LLC
INCREASED
Shares529 from 502
Change+27 (+5%)
Value$563.5K (-$16.0K)
Filed 2026-10-28
Rinkey Investments
DECREASED
Shares529 from 532
Change-3 (-1%)
Value$563.4K (-$50.6K)
Filed 2026-10-28
Greenup Street Wealth Management LLC
INCREASED
Shares528 from 288
Change+240 (+83%)
Value$562.9K (+$230.6K)
Filed 2026-10-28
Azzad Asset Management Inc
INCREASED
Shares528 from 505
Change+23 (+5%)
Value$562.2K (-$21.1K)
Filed 2026-11-04
Elite Life Management LLC
INCREASED
Shares527 from 483
Change+44 (+9%)
Value$345.9K (-$85.5K)
Filed 2026-11-06
Eurizon SLJ Capital Ltd
DECREASED
Shares526 from 987
Change-461 (-47%)
Value$560.2K (-$579.0K)
Filed 2026-11-06
Bill Few Associates, Inc.
INCREASED
Shares525 from 390
Change+135 (+35%)
Value$559.3K (+$109.0K)
Filed 2026-10-09
Johnson Financial Group, LLC
DECREASED
Shares521 from 2,891
Change-2,370 (-82%)
Value$554.9K (-$2.8M)
Filed 2026-11-03
Salomon & Ludwin, LLC
DECREASED
Shares521 from 541
Change-20 (-4%)
Value$554.9K (-$3.5K)
Filed 2026-10-29
BCS Wealth Management
DECREASED
Shares520 from 554
Change-34 (-6%)
Value$553.9K (-$85.6K)
Filed 2026-11-03
Gainplan LLC
NEW
Shares518
Change+518
Value$551.7K
Filed 2026-10-09
Human Investing LLC
DECREASED
Shares518 from 896
Change-378 (-42%)
Value$552.2K (-$482.5K)
Filed 2026-10-19
21 West Wealth Management LLC
DECREASED
Shares516 from 600
Change-84 (-14%)
Value$549.6K (-$143.0K)
Filed 2026-10-13
Clay Northam Wealth Management, LLC
INCREASED
Shares516 from 453
Change+63 (+14%)
Value$549.6K (+$26.7K)
Filed 2026-10-13
Fortis Group Advisors, LLC
INCREASED
Shares515 from 468
Change+47 (+10%)
Value$455.3K (-$84.9K)
Filed 2026-11-06
Highline Wealth Partners LLC
INCREASED
Shares514 from 366
Change+148 (+40%)
Value$546.9K (+$123.9K)
Filed 2026-10-19
BostonPremier Wealth LLC
INCREASED
Shares514 from 470
Change+44 (+9%)
Value$547.5K (+$5.0K)
Filed 2026-10-16
Hourglass Capital, LLC
NEW
Shares510
Change+510
Value$543.2K
Filed 2026-10-26
McAlister, Sweet & Associates, Inc.
DECREASED
Shares510 from 2,081
Change-1,571 (-75%)
Value$543.2K (-$1.9M)
Filed 2026-10-07
LVM Capital Management LTD
INCREASED
Shares510 from 508
Change+2 (+0%)
Value$543.2K (+$542.6K)
Filed 2026-10-20
Lutz Financial Services LLC
UNCHANGED
Shares510 from 510
Change0 (0%)
Value$543.2K (-$45.5K)
Filed 2026-11-06
Nicholas Hoffman & Company, Llc.
DECREASED
Shares509 from 543
Change-34 (-6%)
Value$542.1K (-$84.6K)
Filed 2026-10-30
Asset One Wealth Management LLC
INCREASED
Shares508 from 323
Change+185 (+57%)
Value$541.1K (+$249.0K)
Filed 2026-11-02
TruNorth Capital Management, LLC
INCREASED
Shares508 from 357
Change+151 (+42%)
Value$541.1K (+$129.0K)
Filed 2026-10-14
McLean Asset Management Corp
DECREASED
Shares508 from 531
Change-23 (-4%)
Value$333.4K (-$103.6K)
Filed 2026-11-06
Veery Capital, LLC
DECREASED
Shares508 from 509
Change-1 (0%)
Value$541.1K (-$46.5K)
Filed 2026-10-07
Genesee Capital Advisors, LLC
UNCHANGED
Shares505 from 505
Change0 (0%)
Value$537.7K (-$44.9K)
Filed 2026-10-20
Asset Planning,Inc
INCREASED
Shares502 from 442
Change+60 (+14%)
Value$534.7K (+$24.6K)
Filed 2026-10-26
Pilgrim Partners Asia Pte Ltd
DECREASED
Shares500 from 1,186
Change-686 (-58%)
Value$532.6K (-$836.4K)
Filed 2026-10-29
Compound Global Advisors, LLC
INCREASED
Shares500 from 170
Change+330 (+194%)
Value$532.6K (+$336.3K)
Filed 2026-10-20
Boston Standard Wealth Management, LLC
DECREASED
Shares500 from 700
Change-200 (-29%)
Value$532.6K (-$208.1K)
Filed 2026-10-07
Verus Financial Partners, Inc.
INCREASED
Shares500 from 476
Change+24 (+5%)
Value$532.6K (-$16.9K)
Filed 2026-10-29
Kingsbury Capital Investment Advisors LLC
INCREASED
Shares500 from 490
Change+10 (+2%)
Value$532.6K (-$33.1K)
Filed 2026-10-20
First Interstate Bank
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$532.6K (-$44.6K)
Filed 2026-10-23
Quantum Financial Partners LLC
NEW
Shares499
Change+499
Value$531.5K
Filed 2026-10-19
Stonebridge Financial Group, LLC
INCREASED
Shares499 from 447
Change+52 (+12%)
Value$531.5K (+$15.5K)
Filed 2026-10-01
Leeward Financial Partners, LLC
UNCHANGED
Shares499 from 499
Change0 (0%)
Value$531.5K (-$44.5K)
Filed 2026-10-23
Western Financial Corp
DECREASED
Shares498 from 4,843
Change-4,345 (-90%)
Value$530.4K (-$5.1M)
Filed 2026-10-14
Brown, Lisle Ings, Inc.
INCREASED
Shares497 from 211
Change+286 (+136%)
Value$529.4K (+$285.8K)
Filed 2026-10-16
Tenet Wealth Partners, LLC
INCREASED
Shares497 from 494
Change+3 (+1%)
Value$529.4K (+$84.7K)
Filed 2026-10-19
Genesis Private Wealth, LLC
INCREASED
Shares495 from 464
Change+31 (+7%)
Value$527.3K (-$8.4K)
Filed 2026-11-02
OceanIQ Capital, LLC
DECREASED
Shares495 from 515
Change-20 (-4%)
Value$471.8K (+$24.5K)
Filed 2026-10-19
Patrick M Sweeney & Associates, Inc
INCREASED
Shares495 from 489
Change+6 (+1%)
Value$527.3K (-$37.2K)
Filed 2026-10-22
Meadow Creek Wealth Advisors LLC
DECREASED
Shares494 from 678
Change-184 (-27%)
Value$526.2K (-$256.4K)
Filed 2026-11-02
Baker Ellis Asset Management LLC
UNCHANGED
Shares494 from 494
Change0 (0%)
Value$526.5K (-$44.1K)
Filed 2026-10-14
Tortuga Wealth Management, Inc
INCREASED
Shares493 from 353
Change+140 (+40%)
Value$525.1K (+$117.6K)
Filed 2026-10-27
Summit Financial Wealth Advisors, LLC
INCREASED
Shares493 from 468
Change+25 (+5%)
Value$525.4K (-$15.1K)
Filed 2026-10-15
Archvest Wealth Advisors, Inc.
INCREASED
Shares490 from 355
Change+135 (+38%)
Value$521.5K (+$112.2K)
Filed 2026-10-29
Atlas Brown,Inc.
INCREASED
Shares488 from 482
Change+6 (+1%)
Value$520.3K (-$36.6K)
Filed 2026-10-09
Fogel Capital Management, Inc.
DECREASED
Shares487 from 630
Change-143 (-23%)
Value$518.7K (-$208.5K)
Filed 2026-11-04
Financial Harvest, LLC
INCREASED
Shares487 from 410
Change+77 (+19%)
Value$518.4K (+$45.5K)
Filed 2026-10-15
Barrett & Company, Inc.
INCREASED
Shares487 from 464
Change+23 (+5%)
Value$518.9K (-$16.9K)
Filed 2026-10-22
Foundry Financial Group, Inc.
DECREASED
Shares486 from 509
Change-23 (-5%)
Value$517.6K (-$69.9K)
Filed 2026-10-28
Bell Investment Advisors, Inc
DECREASED
Shares481 from 511
Change-30 (-6%)
Value$512.3K (-$77.5K)
Filed 2026-10-29
Endeavor Private Wealth, Inc.
INCREASED
Shares480 from 207
Change+273 (+132%)
Value$511.3K (+$272.3K)
Filed 2026-11-05
Poinciana Advisors Group, LLC
UNCHANGED
Shares480 from 480
Change0 (0%)
Value$511.3K (-$42.8K)
Filed 2026-11-06
Community Bank, N.A.
INCREASED
Shares478 from 468
Change+10 (+2%)
Value$509.1K (-$31.1K)
Filed 2026-11-06
Clark Asset Management, LLC
DECREASED
Shares477 from 977
Change-500 (-51%)
Value$508.1K (-$619.7K)
Filed 2026-10-19
Arlington Trust Co LLC
INCREASED
Shares477 from 276
Change+201 (+73%)
Value$508.1K (+$189.5K)
Filed 2026-10-20
Creative Capital Management Investments LLC
INCREASED
Shares477 from 456
Change+21 (+5%)
Value$508.1K (-$18.3K)
Filed 2026-10-28
Acorn Creek Capital LLC
INCREASED
Shares476 from 467
Change+9 (+2%)
Value$507.0K (-$32.1K)
Filed 2026-11-05
Smith Thornton Advisors LLC
NEW
Shares475
Change+475
Value$505.5K
Filed 2026-10-16
MRA Advisory Group
NEW
Shares473
Change+473
Value$504.2K
Filed 2026-10-07
Nemes Rush Group LLC
INCREASED
Shares473 from 462
Change+11 (+2%)
Value$503.9K (-$29.5K)
Filed 2026-11-04
Exchange Bank
DECREASED
Shares473 from 476
Change-3 (-1%)
Value$503.8K (-$45.6K)
Filed 2026-10-07
First County Bank
INCREASED
Shares472 from 201
Change+271 (+135%)
Value$502.7K (+$270.7K)
Filed 2026-10-13
Post Resch Tallon Group Inc.
INCREASED
Shares472 from 300
Change+172 (+57%)
Value$502.7K (+$156.4K)
Filed 2026-10-09
Inlight Wealth Management, LLC
NEW
Shares471
Change+471
Value$501.7K
Filed 2026-10-21
Financial Insights, Inc.
INCREASED
Shares471 from 257
Change+214 (+83%)
Value$501.7K (+$205.0K)
Filed 2026-10-27
Northbridge Financial Group, LLC
INCREASED
Shares471 from 385
Change+86 (+22%)
Value$491.9K (+$47.5K)
Filed 2026-11-05
Kellett Wealth Advisors, LLC
DECREASED
Shares470 from 488
Change-18 (-4%)
Value$500.6K (-$62.7K)
Filed 2026-10-15
Sherry Group, Inc.
INCREASED
Shares469 from 370
Change+99 (+27%)
Value$499.5K (+$75.8K)
Filed 2026-10-09
Brindle & Bay Financial Advisors, LLC
INCREASED
Shares467 from 242
Change+225 (+93%)
Value$497.0K (+$217.3K)
Filed 2026-10-15
Financial Management Network Inc
NEW
Shares466
Change+466
Value$500.4K
Filed 2026-10-09
Cap Partners, LLC
NEW
Shares466
Change+466
Value$496.3K
Filed 2026-10-19
Guardian Partners Inc.
INCREASED
Shares465 from 175
Change+290 (+166%)
Value$495.3K (+$293.3K)
Filed 2026-10-21
Hemming& Wealth Management, Inc.
UNCHANGED
Shares465 from 465
Change0 (0%)
Value$495.3K (-$41.5K)
Filed 2026-10-20
Conrad Siegel Investment Advisors, Inc.
INCREASED
Shares464 from 428
Change+36 (+8%)
Value$494.2K (+$175)
Filed 2026-10-08
Comprehensive Financial Consultants Institutional, Inc.
DECREASED
Shares463 from 1,063
Change-600 (-56%)
Value$493.1K (-$733.9K)
Filed 2026-10-15
Headland Capital, LLC
DECREASED
Shares463 from 521
Change-58 (-11%)
Value$492.6K (-$108.7K)
Filed 2026-11-06
Decision Investments, Inc
DECREASED
Shares462 from 546
Change-84 (-15%)
Value$492.1K (-$138.2K)
Filed 2026-10-07
Guerra PAN Advisors, LLC
UNCHANGED
Shares462 from 462
Change0 (0%)
Value$418.1K (-$115.2K)
Filed 2026-10-26
Elwood & Goetz Wealth Advisory Group, LLC
NEW
Shares460
Change+460
Value$490.3K
Filed 2026-10-28
FF Advisors,LLC
DECREASED
Shares460 from 485
Change-25 (-5%)
Value$490.0K (-$70.0K)
Filed 2026-10-21
Founders Capital Management
UNCHANGED
Shares458 from 458
Change0 (0%)
Value$487.8K (-$40.8K)
Filed 2026-10-13
Smallwood Wealth Investment Management, LLC
INCREASED
Shares457 from 432
Change+25 (+6%)
Value$487.6K (-$12.0K)
Filed 2026-10-30
Quartz Partners, LLC
DECREASED
Shares454 from 489
Change-35 (-7%)
Value$483.6K (-$80.7K)
Filed 2026-11-03
Omnitrust Wealth Management, Inc
NEW
Shares453
Change+453
Value$482.5K
Filed 2026-11-02
Penobscot Wealth Management
UNCHANGED
Shares452 from 452
Change0 (0%)
Value$481.3K (-$40.2K)
Filed 2026-10-21
Spectrum Planning & Advisory Services Inc.
NEW
Shares451
Change+451
Value$480.5K
Filed 2026-11-05
ARS Wealth Advisors Group, LLC
INCREASED
Shares450 from 395
Change+55 (+14%)
Value$479.3K (+$23.4K)
Filed 2026-10-16
Riverwater Partners LLC
INCREASED
Shares450 from 424
Change+26 (+6%)
Value$479.3K (-$10.1K)
Filed 2026-11-03
Compass Wealth Management LLC
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$479.3K (-$40.1K)
Filed 2026-10-22
Noble Wealth Management PBC
INCREASED
Shares449 from 430
Change+19 (+4%)
Value$478.5K (-$18.1K)
Filed 2026-10-01
Washington Trust Advisors, Inc.
INCREASED
Shares448 from 393
Change+55 (+14%)
Value$477.6K (+$23.9K)
Filed 2026-10-22
Kraematon Investment Advisors, Inc
INCREASED
Shares446 from 257
Change+189 (+74%)
Value$475.5K (+$179.1K)
Filed 2026-11-02
Everett Harris & Co
INCREASED
Shares445 from 330
Change+115 (+35%)
Value$474.0K (+$93.1K)
Filed 2026-10-28
Wagner Wealth Management, LLC
INCREASED
Shares445 from 417
Change+28 (+7%)
Value$473.6K (-$7.3K)
Filed 2026-10-21
Waterway Wealth Management, LLC
INCREASED
Shares445 from 420
Change+25 (+6%)
Value$474.0K (-$10.8K)
Filed 2026-10-28
Caliber Wealth Management, LLC / KS
DECREASED
Shares444 from 522
Change-78 (-15%)
Value$472.6K (-$129.8K)
Filed 2026-11-04
Investment Advisory Services Inc
INCREASED
Shares443 from 425
Change+18 (+4%)
Value$471.9K (-$18.7K)
Filed 2026-10-27
Keyes, Stange & Wooten Wealth Management, LLC
UNCHANGED
Shares443 from 443
Change0 (0%)
Value$472.2K (-$39.5K)
Filed 2026-11-03
Quantum Financial Planning Services, Inc.
INCREASED
Shares441 from 425
Change+16 (+4%)
Value$470.0K (-$20.5K)
Filed 2026-10-14
South Shore Capital Advisors
DECREASED
Shares441 from 447
Change-6 (-1%)
Value$469.8K (-$46.3K)
Filed 2026-10-20
Tamar Securities, LLC
DECREASED
Shares440 from 665
Change-225 (-34%)
Value$468.2K (-$299.5K)
Filed 2026-11-03
Strategic Advisors LLC
INCREASED
Shares439 from 392
Change+47 (+12%)
Value$467.6K (+$15.1K)
Filed 2026-10-13
O'Connor Financial Group LLC
DECREASED
Shares438 from 441
Change-3 (-1%)
Value$466.5K (-$42.5K)
Filed 2026-10-26
Nearside Advisors, LLC
NEW
Shares437
Change+437
Value$465.5K
Filed 2026-10-20
Maia Wealth LLC
INCREASED
Shares437 from 404
Change+33 (+8%)
Value$465.5K (-$876)
Filed 2026-10-19
Helium Advisors LLC
DECREASED
Shares436 from 456
Change-20 (-4%)
Value$464.4K (-$62.0K)
Filed 2026-10-23
Security Financial Services, Inc.
DECREASED
Shares436 from 437
Change-1 (0%)
Value$464.4K (-$40.0K)
Filed 2026-10-29
Andrews Advisory Associates, LLC
INCREASED
Shares435 from 335
Change+100 (+30%)
Value$462.9K (+$76.7K)
Filed 2026-10-15
Rainier Family Wealth Inc
INCREASED
Shares435 from 396
Change+39 (+10%)
Value$463.3K (+$6.2K)
Filed 2026-11-02
Manske Wealth Management
DECREASED
Shares433 from 597
Change-164 (-27%)
Value$461.6K (-$227.6K)
Filed 2026-10-26
Foguth Wealth Management, Llc.
INCREASED
Shares433 from 278
Change+155 (+56%)
Value$380.6K (+$139.9K)
Filed 2026-10-19
Iron Financial LLC
DECREASED
Shares432 from 1,233
Change-801 (-65%)
Value$460.1K (-$963.1K)
Filed 2026-10-23
High Probability Advisors, LLC
UNCHANGED
Shares432 from 432
Change0 (0%)
Value$460.1K (-$38.5K)
Filed 2026-10-19
FSA Wealth Partners, Inc.
INCREASED
Shares427 from 390
Change+37 (+9%)
Value$454.8K (+$4.6K)
Filed 2026-10-26
J.M. Arbour, LLC
INCREASED
Shares426 from 265
Change+161 (+61%)
Value$453.7K (+$147.9K)
Filed 2026-11-05
Marathon Strategic Advisors, LLC
INCREASED
Shares426 from 421
Change+5 (+1%)
Value$453.7K (-$32.2K)
Filed 2026-10-20
Cascade Investment Advisors, Inc.
UNCHANGED
Shares425 from 425
Change0 (0%)
Value$452.7K (-$37.9K)
Filed 2026-11-02
Client 1ST Advisory Group, LLC
NEW
Shares423
Change+423
Value$450.5K
Filed 2026-10-19
New England Capital Financial Advisors LLC
INCREASED
Shares423 from 128
Change+295 (+230%)
Value$450.6K (+$302.8K)
Filed 2026-11-03
marrick wealth, LLC
INCREASED
Shares422 from 393
Change+29 (+7%)
Value$449.5K (-$4.2K)
Filed 2026-10-20
Cannon Financial Strategists, Inc.
UNCHANGED
Shares421 from 421
Change0 (0%)
Value$448.5K (-$37.6K)
Filed 2026-10-19
Roth Financial Partners LLC
NEW
Shares420
Change+420
Value$447.3K
Filed 2026-10-06
Elevation Wealth Partners, LLC
INCREASED
Shares420 from 414
Change+6 (+1%)
Value$447.3K (-$30.5K)
Filed 2026-10-07
Cogent Strategic Wealth LLC
DECREASED
Shares419 from 578
Change-159 (-28%)
Value$446.3K (-$220.9K)
Filed 2026-10-22
Dale Q Rice Investment Management Ltd
DECREASED
Shares419 from 464
Change-45 (-10%)
Value$446.3K (-$89.3K)
Filed 2026-10-09
Foundation Wealth Management, LLC
DECREASED
Shares418 from 1,000
Change-582 (-58%)
Value$445.2K (-$709.1K)
Filed 2026-10-22
Beirne Wealth Consulting Services, LLC
NEW
Shares415
Change+415
Value$442.0K
Filed 2026-10-19
First Business Financial Services, Inc.
INCREASED
Shares415 from 414
Change+1 (+0%)
Value$442.0K (-$35.9K)
Filed 2026-10-29
Strengthening Families & Communities, LLC
INCREASED
Shares414 from 368
Change+46 (+13%)
Value$440.6K (+$16.3K)
Filed 2026-10-21
Solidarity Wealth, LLC
INCREASED
Shares414 from 395
Change+19 (+5%)
Value$441.0K (-$15.0K)
Filed 2026-10-15
RHS Financial, LLC
INCREASED
Shares413 from 248
Change+165 (+67%)
Value$439.9K (+$153.6K)
Filed 2026-10-13
Intergy Private Wealth, LLC
INCREASED
Shares413 from 288
Change+125 (+43%)
Value$439.9K (+$107.5K)
Filed 2026-10-16
Dutch Asset Corp
INCREASED
Shares410 from 314
Change+96 (+31%)
Value$437.3K (+$74.0K)
Filed 2026-10-20
Opulen Financial Group LLC
INCREASED
Shares409 from 379
Change+30 (+8%)
Value$435.6K (-$1.8K)
Filed 2026-10-22
Gill Capital Partners, LLC
UNCHANGED
Shares409 from 409
Change0 (0%)
Value$435.6K (-$36.5K)
Filed 2026-10-13
Heritage OAK Wealth Advisors LLC
DECREASED
Shares408 from 3,651
Change-3,243 (-89%)
Value$434.3K (-$3.8M)
Filed 2026-10-14
Baring Financial LLC
DECREASED
Shares408 from 603
Change-195 (-32%)
Value$435.1K (-$261.5K)
Filed 2026-10-07
MN Wealth Advisors, LLC
INCREASED
Shares407 from 339
Change+68 (+20%)
Value$434.4K (+$42.1K)
Filed 2026-10-23
QP Wealth Management, LLC
DECREASED
Shares405 from 1,846
Change-1,441 (-78%)
Value$431.4K (-$1.7M)
Filed 2026-10-20
Martel Wealth Advisors LLC
NEW
Shares404
Change+404
Value$430.3K
Filed 2026-10-14
JDH Wealth Management, LLC
INCREASED
Shares404 from 346
Change+58 (+17%)
Value$430.3K (+$31.0K)
Filed 2026-10-20
Global Strategic Investment Solutions, LLC
INCREASED
Shares404 from 360
Change+44 (+12%)
Value$430.3K (+$14.8K)
Filed 2026-10-16
BlueChip Wealth Advisors LLC
INCREASED
Shares403 from 300
Change+103 (+34%)
Value$429.2K (+$83.0K)
Filed 2026-11-03
Kondo Wealth Advisors, Inc.
INCREASED
Shares403 from 387
Change+16 (+4%)
Value$429.2K (-$17.5K)
Filed 2026-10-19
AlphaCentric Advisors LLC
INCREASED
Shares401 from 372
Change+29 (+8%)
Value$427.1K (-$2.3K)
Filed 2026-11-03
High Net Worth Advisory Group LLC
NEW
Shares400
Change+400
Value$426.0K
Filed 2026-10-26
Hutchens & Kramer Investment Management Group, LLC
INCREASED
Shares399 from 179
Change+220 (+123%)
Value$425.0K (+$218.4K)
Filed 2026-10-16
Christensen, King & Associates Investment Services, Inc.
INCREASED
Shares399 from 299
Change+100 (+33%)
Value$425.2K (+$79.9K)
Filed 2026-10-22
Hudock, Inc.
INCREASED
Shares398 from 337
Change+61 (+18%)
Value$424.4K (+$34.9K)
Filed 2026-10-14
Capital Advisors, Ltd. LLC
INCREASED
Shares397 from 292
Change+105 (+36%)
Value$423 (+$86)
Filed 2026-10-27
Ascent Wealth Partners, LLC
INCREASED
Shares397 from 380
Change+17 (+4%)
Value$422.8K (-$15.8K)
Filed 2026-10-23
Arsenal Capital Advisors LLC
INCREASED
Shares396 from 375
Change+21 (+6%)
Value$421.8K (-$11.1K)
Filed 2026-11-02
Denver PWM, LLC
INCREASED
Shares396 from 395
Change+1 (+0%)
Value$421.7K (+$38.0K)
Filed 2026-10-22
Wealthcare Capital Partners, LLC
INCREASED
Shares395 from 278
Change+117 (+42%)
Value$420.3K (+$99.9K)
Filed 2026-10-21
Valued Retirements, Inc.
INCREASED
Shares395 from 297
Change+98 (+33%)
Value$420.6K (+$77.8K)
Filed 2026-11-06
Franklin, Parlapiano, Turner & Welch, LLC
DECREASED
Shares393 from 503
Change-110 (-22%)
Value$418.6K (-$162.0K)
Filed 2026-10-30
Wilkerson Advisory Group LLC
DECREASED
Shares393 from 417
Change-24 (-6%)
Value$418.9K (-$62.8K)
Filed 2026-10-20
Joseph Group Capital Management
INCREASED
Shares390 from 350
Change+40 (+11%)
Value$415.4K (+$11.4K)
Filed 2026-11-04
Stockman Wealth Management, Inc.
DECREASED
Shares390 from 391
Change-1 (0%)
Value$415.4K (-$35.9K)
Filed 2026-10-27
Midwest Capital Advisors, LLC
UNCHANGED
Shares389 from 389
Change0 (0%)
Value$414.3K (-$34.7K)
Filed 2026-11-04
Chemistry Wealth Management LLC
DECREASED
Shares388 from 4,172
Change-3,784 (-91%)
Value$413.3K (-$4.4M)
Filed 2026-10-16
Innovative Wealth Building LLC
INCREASED
Shares384 from 284
Change+100 (+35%)
Value$409.2K (+$81.2K)
Filed 2026-10-14
Burton Enright Welch
INCREASED
Shares384 from 333
Change+51 (+15%)
Value$409.0K (+$24.6K)
Filed 2026-11-04
Blankinship & Foster, LLC
DECREASED
Shares383 from 554
Change-171 (-31%)
Value$407.9K (-$231.5K)
Filed 2026-10-19
Joseph P. Lucia & Associates, LLC
NEW
Shares379
Change+379
Value$403.8K
Filed 2026-10-30
Reston Wealth Management LLC
DECREASED
Shares379 from 448
Change-69 (-15%)
Value$404.0K (-$113.4K)
Filed 2026-10-29
Bedel Financial Consulting, Inc.
DECREASED
Shares379 from 429
Change-50 (-12%)
Value$403.7K (-$91.7K)
Filed 2026-11-06
Randall & Associates Wealth Management
NEW
Shares378
Change+378
Value$402.6K
Filed 2026-10-20
Benedict Financial Advisors Inc
UNCHANGED
Shares378 from 378
Change0 (0%)
Value$402.6K (-$33.6K)
Filed 2026-10-07
Reynders McVeigh Capital Management, LLC
DECREASED
Shares377 from 381
Change-4 (-1%)
Value$401.2K (-$37.8K)
Filed 2026-10-30
Arbor Investment Advisors, LLC
INCREASED
Shares376 from 176
Change+200 (+114%)
Value$400.5K (+$197.3K)
Filed 2026-10-26
Washington Trust Bank
INCREASED
Shares376 from 258
Change+118 (+46%)
Value$400.5K (+$102.7K)
Filed 2026-11-03
JIM Saulnier & Associates, LLC
UNCHANGED
Shares376 from 376
Change0 (0%)
Value$400.5K (-$33.5K)
Filed 2026-11-04
Green Ridge Wealth Planning LLC
NEW
Shares375
Change+375
Value$399.4K
Filed 2026-10-08
TCP Asset Management, LLC
DECREASED
Shares375 from 507
Change-132 (-26%)
Value$403.5K (-$181.1K)
Filed 2026-10-14
Obsidian CIO, LLC
INCREASED
Shares375 from 296
Change+79 (+27%)
Value$399.9K (+$57.8K)
Filed 2026-11-05
Diversified Portfolios, Inc.
DECREASED
Shares375 from 433
Change-58 (-13%)
Value$399.4K (-$100.4K)
Filed 2026-11-04
Antonelli Financial Advisors, LLC
UNCHANGED
Shares375 from 375
Change0 (0%)
Value$399.0K (-$34.0K)
Filed 2026-10-13
CPR Investments Inc.
NEW
Shares374
Change+374
Value$398.2K
Filed 2026-10-26
Howard Bailey Securities, LLC
DECREASED
Shares374 from 488
Change-114 (-23%)
Value$398.4K (-$164.9K)
Filed 2026-10-27
Directional Asset Management
DECREASED
Shares374 from 425
Change-51 (-12%)
Value$397.8K (-$92.2K)
Filed 2026-10-22
BankPlus Trust Department
DECREASED
Shares373 from 431
Change-58 (-13%)
Value$397.3K (-$100.2K)
Filed 2026-11-06
Strategic Family Wealth Counselors, L.L.C.
DECREASED
Shares372 from 594
Change-222 (-37%)
Value$396.2K (-$289.4K)
Filed 2026-10-29
Selective Wealth Management, Inc.
NEW
Shares369
Change+369
Value$344.1K
Filed 2026-10-16
Old Peak Finance LLC
INCREASED
Shares369 from 236
Change+133 (+56%)
Value$393.0K (+$120.6K)
Filed 2026-11-02
Stonehaven Wealth & TAX Solutions, LLC
DECREASED
Shares369 from 382
Change-13 (-3%)
Value$393.0K (-$47.9K)
Filed 2026-10-22
Solstein Capital, LLC
UNCHANGED
Shares369 from 369
Change0 (0%)
Value$393.0K (-$32.9K)
Filed 2026-11-02
Northern Lights Advisors, Inc.
UNCHANGED
Shares369 from 369
Change0 (0%)
Value$393.0K (-$32.9K)
Filed 2026-10-21
Quest 10 Wealth Builders, Inc.
INCREASED
Shares368 from 304
Change+64 (+21%)
Value$392.2K (+$41.3K)
Filed 2026-11-02
James T. Borello RIA
INCREASED
Shares368 from 359
Change+9 (+3%)
Value$392.0K (-$22.4K)
Filed 2026-10-16
Beverly Hills Private Wealth, LLC
INCREASED
Shares367 from 354
Change+13 (+4%)
Value$390.9K (-$17.7K)
Filed 2026-11-04
Montchanin Asset Management, LLC
NEW
Shares366
Change+366
Value$390
Filed 2026-11-02
Wedgewood Investors Inc
UNCHANGED
Shares366 from 366
Change0 (0%)
Value$389.8K (-$32.6K)
Filed 2026-10-28
Coronation Fund Managers Ltd.
NEW
Shares365
Change+365
Value$388.8K
Filed 2026-10-27
Advocate Group LLC
DECREASED
Shares365 from 705
Change-340 (-48%)
Value$388.8K (-$425.0K)
Filed 2026-10-19
Guidance Point Advisors, LLC
UNCHANGED
Shares365 from 365
Change0 (0%)
Value$388.8K (-$32.6K)
Filed 2026-10-15
Natural Investments, LLC
DECREASED
Shares364 from 379
Change-15 (-4%)
Value$388.0K (-$50.0K)
Filed 2026-11-06
Charter Capital Management, Llc\de
INCREASED
Shares363 from 355
Change+8 (+2%)
Value$386.6K (-$23.1K)
Filed 2026-10-28
Grey Ledge Advisors, LLC
INCREASED
Shares363 from 362
Change+1 (+0%)
Value$386.6K (-$31.2K)
Filed 2026-11-02
Fearless Solutions, LLC dba Best Invest
INCREASED
Shares360 from 334
Change+26 (+8%)
Value$383.3K (-$1.9K)
Filed 2026-10-14
Vista Investment Partners II, LLC
DECREASED
Shares358 from 488
Change-130 (-27%)
Value$381.3K (-$182.0K)
Filed 2026-10-15
Landaas & Co
INCREASED
Shares358 from 250
Change+108 (+43%)
Value$381.3K (+$92.7K)
Filed 2026-10-29
American National Bank & Trust
INCREASED
Shares358 from 344
Change+14 (+4%)
Value$381.3K (-$15.8K)
Filed 2026-10-07
Kitching Partners, LLC
INCREASED
Shares357 from 238
Change+119 (+50%)
Value$380.2K (+$105.5K)
Filed 2026-11-02
Echo45 Advisors LLC
INCREASED
Shares355 from 347
Change+8 (+2%)
Value$378.5K (-$22.3K)
Filed 2026-10-07
Barry Investment Advisors, LLC
UNCHANGED
Shares355 from 355
Change0 (0%)
Value$378.1K (-$31.7K)
Filed 2026-10-14
Keenan, LLC
NEW
Shares354
Change+354
Value$377.0K
Filed 2026-10-23
Bingham Private Wealth, LLC
INCREASED
Shares354 from 261
Change+93 (+36%)
Value$377.1K (+$75.8K)
Filed 2026-11-05
Portfolio Strategies, Inc.
INCREASED
Shares353 from 324
Change+29 (+9%)
Value$376.0K (+$2.0K)
Filed 2026-11-06
Taylor Securities Services, Inc.
DECREASED
Shares352 from 452
Change-100 (-22%)
Value$375.4K (-$146.8K)
Filed 2026-10-20
Firethorn Wealth Partners, LLC
DECREASED
Shares352 from 373
Change-21 (-6%)
Value$374.6K (-$55.6K)
Filed 2026-10-14
Peterson Wealth Services
INCREASED
Shares351 from 207
Change+144 (+70%)
Value$373.9K (+$134.9K)
Filed 2026-10-26
Brickley Wealth Management
INCREASED
Shares351 from 313
Change+38 (+12%)
Value$373.9K (+$12.6K)
Filed 2026-11-04
Truefg, LLC
INCREASED
Shares350 from 200
Change+150 (+75%)
Value$372.8K (+$141.9K)
Filed 2026-10-15
Rhodes Investment Advisors Inc
DECREASED
Shares350 from 408
Change-58 (-14%)
Value$372.8K (-$98.2K)
Filed 2026-10-07
Rydar Equities, Inc.
INCREASED
Shares349 from 304
Change+45 (+15%)
Value$380.2K (+$107.9K)
Filed 2026-10-13
Sound Financial Strategies Group, LLC
DECREASED
Shares349 from 352
Change-3 (-1%)
Value$371.7K (-$34.6K)
Filed 2026-10-30
Optivise Advisory Services LLC
INCREASED
Shares347 from 196
Change+151 (+77%)
Value$369.7K (+$143.1K)
Filed 2026-10-19
Scott Capital Advisors, LLC
INCREASED
Shares347 from 230
Change+117 (+51%)
Value$377.0K (+$111.6K)
Filed 2026-10-13
Pettinga Financial Advisors LLC
INCREASED
Shares346 from 341
Change+5 (+1%)
Value$368.2K (-$25.1K)
Filed 2026-10-13
Winter & Associates, Inc.
DECREASED
Shares345 from 401
Change-56 (-14%)
Value$309.1K (-$153.7K)
Filed 2026-10-23
Integrated Wealth Management
NEW
Shares344
Change+344
Value$366.5K
Filed 2026-10-19
Investment Research & Advisory Group, Inc.
DECREASED
Shares344 from 355
Change-11 (-3%)
Value$415.9K (-$22.7K)
Filed 2026-10-19
Key FInancial Inc
DECREASED
Shares343 from 356
Change-13 (-4%)
Value$365.3K (-$45.6K)
Filed 2026-11-02
Code Waechter LLC
INCREASED
Shares342 from 331
Change+11 (+3%)
Value$364.3K (-$17.8K)
Filed 2026-10-23
Foresight Capital Management Advisors, Inc.
DECREASED
Shares341 from 386
Change-45 (-12%)
Value$363.5K (-$82.2K)
Filed 2026-10-27
Spring Capital Management, LLC
UNCHANGED
Shares340 from 340
Change0 (0%)
Value$362.1K (-$30.3K)
Filed 2026-10-09
Woodmont Investment Counsel LLC
INCREASED
Shares338 from 277
Change+61 (+22%)
Value$360.0K (+$40.3K)
Filed 2026-10-29
Edmp, Inc.
DECREASED
Shares337 from 342
Change-5 (-1%)
Value$358.9K (-$35.8K)
Filed 2026-10-22
Roxbury Financial LLC
INCREASED
Shares337 from 334
Change+3 (+1%)
Value$359.2K (-$26.6K)
Filed 2026-10-01
LBJ Family Wealth Advisors, Ltd.
NEW
Shares336
Change+336
Value$358
Filed 2026-10-01
Twelve Points Wealth Management LLC
DECREASED
Shares335 from 444
Change-109 (-25%)
Value$296.4K (-$216.1K)
Filed 2026-11-03
Buska Wealth Management, LLC
INCREASED
Shares335 from 329
Change+6 (+2%)
Value$357.1K (-$22.7K)
Filed 2026-10-08
HBE Wealth Management, LLC
INCREASED
Shares334 from 326
Change+8 (+2%)
Value$355.7K (-$20.6K)
Filed 2026-11-06
West Bancorporation Inc
UNCHANGED
Shares334 from 334
Change0 (0%)
Value$355.7K (-$29.8K)
Filed 2026-10-29
Oasis Advisors, LLC
NEW
Shares333
Change+333
Value$354.4K
Filed 2026-10-16
Atticus Wealth Management, LLC
NEW
Shares331
Change+331
Value$352.6K
Filed 2026-10-20
Tobam
DECREASED
Shares330 from 686
Change-356 (-52%)
Value$351 (-$791.6K)
Filed 2026-11-03
Cornerstone Advisors Asset Management, LLC
DECREASED
Shares330 from 420
Change-90 (-21%)
Value$351.5K (-$133.3K)
Filed 2026-11-06
Blackston Financial Advisory Group, LLC
INCREASED
Shares330 from 271
Change+59 (+22%)
Value$351.6K (+$38.7K)
Filed 2026-11-04
Harbour Trust & Investment Management Co
INCREASED
Shares330 from 325
Change+5 (+2%)
Value$351.5K (-$23.7K)
Filed 2026-10-28
Reap Financial Group, LLC
INCREASED
Shares329 from 217
Change+112 (+52%)
Value$350.4K (+$100.0K)
Filed 2026-11-02
Valued Wealth Advisors LLC
DECREASED
Shares329 from 375
Change-46 (-12%)
Value$350.8K (-$82.5K)
Filed 2026-11-05
Kure Advisory, LLC
INCREASED
Shares327 from 321
Change+6 (+2%)
Value$348.3K (-$22.2K)
Filed 2026-10-08
Weil Company, Inc.
INCREASED
Shares326 from 224
Change+102 (+46%)
Value$346.8K (+$88.7K)
Filed 2026-10-14
Ridgecrest Wealth Partners, LLC
INCREASED
Shares326 from 278
Change+48 (+17%)
Value$347.2K (+$26.6K)
Filed 2026-10-19
Fortune Financial Group, Inc.
INCREASED
Shares326 from 280
Change+46 (+16%)
Value$347.2K (+$24.0K)
Filed 2026-10-22
Centerpoint Advisory Group
INCREASED
Shares325 from 265
Change+60 (+23%)
Value$346.2K (+$40.3K)
Filed 2026-10-23
Waters Parkerson & Co., LLC
DECREASED
Shares325 from 380
Change-55 (-14%)
Value$346.2K (-$92.5K)
Filed 2026-11-04
Carroll Advisory Group, LLC
INCREASED
Shares325 from 273
Change+52 (+19%)
Value$346.7K (+$31.0K)
Filed 2026-10-16
Mountain Capital Investment Advisors Inc.
INCREASED
Shares324 from 207
Change+117 (+57%)
Value$344.8K (+$106.3K)
Filed 2026-11-06
Norris Perne & French LLP
NEW
Shares323
Change+323
Value$344.0K
Filed 2026-10-23
Rockland Trust Co
INCREASED
Shares322 from 209
Change+113 (+54%)
Value$343.0K (+$101.7K)
Filed 2026-10-05
KFA Private Wealth Group, LLC
INCREASED
Shares322 from 267
Change+55 (+21%)
Value$343.6K (+$35.4K)
Filed 2026-10-07
Langley Wealth Management, LLC
INCREASED
Shares322 from 284
Change+38 (+13%)
Value$342.6K (+$15.2K)
Filed 2026-11-04
4Wealth Advisors, Inc.
UNCHANGED
Shares322 from 322
Change0 (0%)
Value$343.0K (-$25.8K)
Filed 2026-10-13
Associated Banc-Corp
DECREASED
Shares321 from 344
Change-23 (-7%)
Value$341.9K (-$55.2K)
Filed 2026-10-30
Squire Investment Management Company, LLC
NEW
Shares320
Change+320
Value$340.8K
Filed 2026-11-03
IVC Wealth Advisors LLC
INCREASED
Shares320 from 194
Change+126 (+65%)
Value$340.8K (+$116.9K)
Filed 2026-10-23
Narus Financial Partners, LLC
DECREASED
Shares320 from 350
Change-30 (-9%)
Value$340.3K (-$63.1K)
Filed 2026-10-19
Insight Wealth Partners, LLC
INCREASED
Shares320 from 310
Change+10 (+3%)
Value$340.8K (-$17.0K)
Filed 2026-10-26
Sentinel Pension Advisors, LLC
NEW
Shares319
Change+319
Value$339.8K
Filed 2026-11-02
Gallacher Capital Management LLC
DECREASED
Shares317 from 1,120
Change-803 (-72%)
Value$337.7K (-$955.2K)
Filed 2026-10-30
Redwood Financial Network Corp
UNCHANGED
Shares317 from 317
Change0 (0%)
Value$337.6K (-$28.3K)
Filed 2026-11-03
Fourpath Capital Management, LLC
NEW
Shares315
Change+315
Value$335.5K
Filed 2026-10-19
Greenfield Savings Bank
NEW
Shares315
Change+315
Value$335.5K
Filed 2026-10-07
American Capital Advisory, LLC
DECREASED
Shares315 from 457
Change-142 (-31%)
Value$335.3K (-$192.0K)
Filed 2026-10-28
4J Wealth Management LLC
INCREASED
Shares314 from 309
Change+5 (+2%)
Value$334.4K (-$22.2K)
Filed 2026-11-02
Elevate Wealth Advisory, Inc
INCREASED
Shares314 from 313
Change+1 (+0%)
Value$334.2K (-$26.8K)
Filed 2026-10-29
Davis Investment Partners, LLC
INCREASED
Shares313 from 297
Change+16 (+5%)
Value$333.4K (-$9.4K)
Filed 2026-11-05
Legacy Wealth Partners, LLC
DECREASED
Shares312 from 327
Change-15 (-5%)
Value$332.3K (-$45.1K)
Filed 2026-10-15
Wealth Preservation Advisors, LLC
INCREASED
Shares311 from 244
Change+67 (+27%)
Value$331.2K (+$49.6K)
Filed 2026-11-05
Summit Asset Management, LLC
INCREASED
Shares311 from 295
Change+16 (+5%)
Value$331.5K (-$9.3K)
Filed 2026-11-05
DeLarme Wealth Management, Inc.
INCREASED
Shares310 from 240
Change+70 (+29%)
Value$330.2K (+$53.2K)
Filed 2026-10-30
Obermeyer Wealth Partners
INCREASED
Shares310 from 252
Change+58 (+23%)
Value$330.2K (+$39.3K)
Filed 2026-10-21
Rockport Wealth LLC
INCREASED
Shares310 from 300
Change+10 (+3%)
Value$330.2K (-$16.1K)
Filed 2026-11-03
Patriot Investment Management Group, Inc.
UNCHANGED
Shares310 from 310
Change0 (0%)
Value$330.2K (-$27.6K)
Filed 2026-10-15
Livet Wealth, LLC
INCREASED
Shares309 from 230
Change+79 (+34%)
Value$329.1K (+$63.6K)
Filed 2026-10-27
Darrow Company, Inc.
UNCHANGED
Shares309 from 309
Change0 (0%)
Value$329.1K (-$27.6K)
Filed 2026-10-22
Olympiad Research LP
DECREASED
Shares307 from 493
Change-186 (-38%)
Value$327.0K (-$242.1K)
Filed 2026-11-04
Town Capital LLC
DECREASED
Shares307 from 314
Change-7 (-2%)
Value$327.0K (-$35.5K)
Filed 2026-11-03
S.E.E.D. Planning Group LLC
NEW
Shares306
Change+306
Value$325.5K
Filed 2026-10-07
Marino, Stram & Associates LLC
INCREASED
Shares306 from 301
Change+5 (+2%)
Value$325.9K (-$21.5K)
Filed 2026-10-22
Nautilus Advisors LLC
DECREASED
Shares305 from 330
Change-25 (-8%)
Value$324.9K (+$1.7K)
Filed 2026-10-07
Baxter Bros Inc
DECREASED
Shares305 from 322
Change-17 (-5%)
Value$324.9K (-$46.8K)
Filed 2026-11-04
25 LLC
INCREASED
Shares305 from 299
Change+6 (+2%)
Value$324.9K (-$20.3K)
Filed 2026-10-13
Layline Advisors, LLC
DECREASED
Shares305 from 307
Change-2 (-1%)
Value$325.2K (-$29.5K)
Filed 2026-11-02
Graetz Wealth LLC
INCREASED
Shares303 from 296
Change+7 (+2%)
Value$322.5K (-$18.9K)
Filed 2026-10-27
PUREfi Wealth, LLC
INCREASED
Shares302 from 244
Change+58 (+24%)
Value$321.7K (+$40.0K)
Filed 2026-10-19
Ares Financial Consulting, LLC
INCREASED
Shares302 from 275
Change+27 (+10%)
Value$321.7K (+$4.2K)
Filed 2026-10-19
Mullooly Asset Management, Inc.
UNCHANGED
Shares302 from 302
Change0 (0%)
Value$321.4K (-$26.9K)
Filed 2026-10-30
AAF Wealth Management, LLC
INCREASED
Shares301 from 199
Change+102 (+51%)
Value$320.6K (+$90.9K)
Filed 2026-10-28
Wealth Group, Ltd.
NEW
Shares300
Change+300
Value$320
Filed 2026-10-30
Seven Post Investment Office LP
NEW
Shares300
Change+300
Value$319.5K
Filed 2026-10-26
Bay Harbor Wealth Management, LLC
INCREASED
Shares300 from 161
Change+139 (+86%)
Value$319.5K (+$133.7K)
Filed 2026-11-03
Upper Left Wealth Management, LLC
DECREASED
Shares300 from 317
Change-17 (-5%)
Value$319.5K (-$46.4K)
Filed 2026-10-14
Accordant Advisory Group Inc
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$319.5K (-$26.8K)
Filed 2026-10-29
Aspect Partners, LLC
UNCHANGED
Shares299 from 299
Change0 (0%)
Value$318.6K (-$26.7K)
Filed 2026-10-20
Correct Capital Wealth Management
NEW
Shares298
Change+298
Value$317.4K
Filed 2026-11-02
Boyd Wealth Management, LLC
NEW
Shares298
Change+298
Value$317.8K
Filed 2026-10-20
Vestia Personal Wealth Advisors
INCREASED
Shares298 from 281
Change+17 (+6%)
Value$317.4K (-$7.0K)
Filed 2026-10-20
Mokosak Advisory Group, LLC
INCREASED
Shares297 from 259
Change+38 (+15%)
Value$317.2K (+$18.5K)
Filed 2026-10-20
NavPoint Financial, Inc.
DECREASED
Shares296 from 433
Change-137 (-32%)
Value$315.3K (-$184.5K)
Filed 2026-10-21
Cypress Capital, LLC
INCREASED
Shares295 from 251
Change+44 (+18%)
Value$314.2K (+$24.5K)
Filed 2026-10-20
Alpine Bank Wealth Management
NEW
Shares294
Change+294
Value$313.1K
Filed 2026-10-16
Vision Financial Markets LLC
DECREASED
Shares294 from 660
Change-366 (-55%)
Value$318.1K (-$362.4K)
Filed 2026-10-22
Hughes Financial Services, LLC
DECREASED
Shares294 from 321
Change-27 (-8%)
Value$274.7K (-$95.8K)
Filed 2026-10-30
Sepio Capital, LP
DECREASED
Shares292 from 943
Change-651 (-69%)
Value$311.6K (-$776.9K)
Filed 2026-10-22
Members Wealth LLC
INCREASED
Shares292 from 279
Change+13 (+5%)
Value$317.7K (-$4.4K)
Filed 2026-10-20
AWM Capital, LLC
INCREASED
Shares291 from 210
Change+81 (+39%)
Value$310.0K (+$67.5K)
Filed 2026-10-16
Wealth Group Ltd
INCREASED
Shares291 from 256
Change+35 (+14%)
Value$312.9K (+$17.3K)
Filed 2026-10-07
MBE Wealth Management, LLC
DECREASED
Shares291 from 321
Change-30 (-9%)
Value$310.4K (-$60.5K)
Filed 2026-10-26
Abound Wealth Management
INCREASED
Shares290 from 112
Change+178 (+159%)
Value$308.6K (+$179.8K)
Filed 2026-10-26
Puff Wealth Management, LLC
DECREASED
Shares288 from 631
Change-343 (-54%)
Value$306.5K (-$421.5K)
Filed 2026-10-07
Carolina Wealth Management Inc
INCREASED
Shares288 from 195
Change+93 (+48%)
Value$306.8K (+$81.7K)
Filed 2026-10-29
Fagan Associates, Inc.
DECREASED
Shares288 from 348
Change-60 (-17%)
Value$307.2K (-$95.0K)
Filed 2026-10-13
Foronjy Financial LLC
INCREASED
Shares287 from 217
Change+70 (+32%)
Value$305.6K (+$55.2K)
Filed 2026-10-14
Woodley Farra Manion Portfolio Management Inc
INCREASED
Shares287 from 244
Change+43 (+18%)
Value$305.7K (+$24.0K)
Filed 2026-11-05
SwitchPoint Financial Planning, LLC
DECREASED
Shares287 from 292
Change-5 (-2%)
Value$305.7K (-$31.4K)
Filed 2026-11-02
Clear Retirement Advice LLC
NEW
Shares286
Change+286
Value$304.6K
Filed 2026-10-22
Catalyst Private Wealth, LLC
INCREASED
Shares286 from 229
Change+57 (+25%)
Value$304.6K (+$40.3K)
Filed 2026-10-13
Shira Ridge Wealth Management
INCREASED
Shares286 from 251
Change+35 (+14%)
Value$304.6K (+$14.9K)
Filed 2026-10-09
Equity Wealth Partners, LLC
DECREASED
Shares285 from 319
Change-34 (-11%)
Value$303.6K (-$64.7K)
Filed 2026-10-26
Foundation Wealth Management, Llc\pa
INCREASED
Shares285 from 258
Change+27 (+10%)
Value$303.6K (+$5.7K)
Filed 2026-10-14
Perennial Advisors, LLC
INCREASED
Shares285 from 275
Change+10 (+4%)
Value$303.6K (-$13.9K)
Filed 2026-10-13
WealthPoint Financial, LLC
NEW
Shares284
Change+284
Value$302.5K
Filed 2026-11-03
Saxon Interests, Inc.
DECREASED
Shares284 from 886
Change-602 (-68%)
Value$302.5K (-$720.2K)
Filed 2026-10-26
Ramiah Investment Group
DECREASED
Shares284 from 364
Change-80 (-22%)
Value$302.5K (-$117.7K)
Filed 2026-10-20
Yoder Wealth Management, Inc.
INCREASED
Shares284 from 263
Change+21 (+8%)
Value$302.5K (-$1.1K)
Filed 2026-10-13
Union Savings Bank
UNCHANGED
Shares284 from 284
Change0 (0%)
Value$302.5K (-$25.3K)
Filed 2026-10-14
Catherine Avery Investment Management LLC
UNCHANGED
Shares282 from 282
Change0 (0%)
Value$300.3K (-$25.1K)
Filed 2026-10-14
Vertrix Wealth Management, LLC
INCREASED
Shares281 from 251
Change+30 (+12%)
Value$299.3K (+$9.6K)
Filed 2026-10-13
Beacon Financial Planning, Inc
INCREASED
Shares280 from 212
Change+68 (+32%)
Value$298.3K (+$53.6K)
Filed 2026-11-04
Legacy Trust
DECREASED
Shares278 from 346
Change-68 (-20%)
Value$246.0K (-$153.4K)
Filed 2026-11-06
Navigation Group, LLC
NEW
Shares277
Change+277
Value$295.0K
Filed 2026-10-28
Mid-American Wealth Advisory Group, Inc.
INCREASED
Shares277 from 257
Change+20 (+8%)
Value$295.3K (-$1.6K)
Filed 2026-10-21
Wellment Financial
INCREASED
Shares277 from 276
Change+1 (+0%)
Value$295.0K (-$23.5K)
Filed 2026-10-28
Heffernan Advisory, Inc
INCREASED
Shares275 from 200
Change+75 (+38%)
Value$292.9K (+$62.0K)
Filed 2026-10-13
Tortoise Investment Management, LLC
INCREASED
Shares275 from 206
Change+69 (+34%)
Value$292.9K (+$55.1K)
Filed 2026-11-06
Sather Financial Group Inc
UNCHANGED
Shares275 from 275
Change0 (0%)
Value$292.9K (-$24.8K)
Filed 2026-10-30
Hibernia Wealth Partners, LLC
INCREASED
Shares274 from 190
Change+84 (+44%)
Value$291.8K (+$72.5K)
Filed 2026-10-29
Hudson Capital Management LLC
DECREASED
Shares272 from 282
Change-10 (-4%)
Value$289.2K (-$36.3K)
Filed 2026-10-20
Certior Financial Group, LLC
DECREASED
Shares271 from 322
Change-51 (-16%)
Value$288.5K (-$83.0K)
Filed 2026-10-19
Power Wealth Management LLC
INCREASED
Shares271 from 254
Change+17 (+7%)
Value$288.6K (-$4.5K)
Filed 2026-10-27
E&G Advisors, LLC
NEW
Shares270
Change+270
Value$287.6K
Filed 2026-10-13
Defined Wealth Management, LLC
INCREASED
Shares270 from 204
Change+66 (+32%)
Value$287.6K (+$52.1K)
Filed 2026-10-19
Silvia Mccoll Wealth Management, LLC
INCREASED
Shares270 from 264
Change+6 (+2%)
Value$287.6K (-$17.2K)
Filed 2026-10-07
Gould Asset Management LLC
DECREASED
Shares270 from 275
Change-5 (-2%)
Value$287.6K (-$29.9K)
Filed 2026-11-06
Aire Advisors, LLC
NEW
Shares269
Change+269
Value$286.5K
Filed 2026-10-22
International Private Wealth Advisors LLC
INCREASED
Shares269 from 249
Change+20 (+8%)
Value$286.6K (-$907)
Filed 2026-11-05
Boyum Wealth Architects LLC
UNCHANGED
Shares268 from 268
Change0 (0%)
Value$288.1K (+$37.0K)
Filed 2026-10-06
AMI Investment Management Inc
NEW
Shares267
Change+267
Value$284.4K
Filed 2026-10-27
Fairfield Financial Advisors, LTD
INCREASED
Shares267 from 185
Change+82 (+44%)
Value$284.4K (+$70.8K)
Filed 2026-10-14
Mechanics Bank Trust Department
INCREASED
Shares267 from 200
Change+67 (+34%)
Value$284.4K (+$53.5K)
Filed 2026-10-13
Capital Management Associates, Inc
DECREASED
Shares267 from 289
Change-22 (-8%)
Value$284.1K (-$49.2K)
Filed 2026-10-20
North Point Portfolio Managers Corp
NEW
Shares265
Change+265
Value$282.3K
Filed 2026-10-07
Financial Solutions Advisory Group, Inc.
INCREASED
Shares265 from 217
Change+48 (+22%)
Value$232.5K (+$17.3K)
Filed 2026-10-28
Pearl Planning LLC
INCREASED
Shares265 from 260
Change+5 (+2%)
Value$282.4K (-$17.9K)
Filed 2026-10-13
Farmers & Merchants Trust Co of Long Beach
NEW
Shares264
Change+264
Value$281.2K
Filed 2026-10-22
Towerpoint Wealth, LLC
DECREASED
Shares264 from 266
Change-2 (-1%)
Value$281.2K (-$25.9K)
Filed 2026-10-13
Paragon Capital Management Inc
UNCHANGED
Shares264 from 264
Change0 (0%)
Value$281.2K (-$23.5K)
Filed 2026-10-15
Gerber, LLC
UNCHANGED
Shares264 from 264
Change0 (0%)
Value$281.5K (-$23.5K)
Filed 2026-10-21
Allegheny Financial Group
DECREASED
Shares262 from 456
Change-194 (-43%)
Value$279.6K (-$247.3K)
Filed 2026-11-05
Base Wealth Management LLC
DECREASED
Shares262 from 264
Change-2 (-1%)
Value$278.6K (-$26.6K)
Filed 2026-10-21
Jcic Asset Management Inc.
INCREASED
Shares258 from 50
Change+208 (+416%)
Value$274.8K (+$257.9K)
Filed 2026-10-30
BCV Asset Management Inc.
DECREASED
Shares258 from 398
Change-140 (-35%)
Value$275.9K (-$180.8K)
Filed 2026-11-06
Ridgeline Wealth Planning, LLC
INCREASED
Shares258 from 203
Change+55 (+27%)
Value$274.8K (+$40.5K)
Filed 2026-10-29
OxenFree Capital LLC
UNCHANGED
Shares258 from 258
Change0 (0%)
Value$269.8K (+$27.7K)
Filed 2026-10-07
Waystone Advisors LLC
UNCHANGED
Shares258 from 258
Change0 (0%)
Value$297.8K ($0)
Filed 2026-10-16
Cypress Capital Group
INCREASED
Shares257 from 221
Change+36 (+16%)
Value$273.7K (+$18.6K)
Filed 2026-11-03
Thayer Partners, LLC / MA
UNCHANGED
Shares257 from 257
Change0 (0%)
Value$273.7K (-$22.9K)
Filed 2026-11-06
RiverTree Advisors, LLC
NEW
Shares256
Change+256
Value$272.7K
Filed 2026-10-13
Alessandra Capital Management, LLC
INCREASED
Shares255 from 180
Change+75 (+42%)
Value$271.6K (+$63.8K)
Filed 2026-10-30
J. Team Financial, Inc.
DECREASED
Shares255 from 266
Change-11 (-4%)
Value$271.8K (-$35.4K)
Filed 2026-11-03
Arlington Capital Management Inc
INCREASED
Shares254 from 239
Change+15 (+6%)
Value$270.5K (-$5.3K)
Filed 2026-10-30
Alliance Wealth Advisors, LLC
UNCHANGED
Shares254 from 254
Change0 (0%)
Value$270.5K (-$22.7K)
Filed 2026-10-14
BetterWealth, LLC
DECREASED
Shares252 from 732
Change-480 (-66%)
Value$268.4K (-$576.5K)
Filed 2026-10-15
TFC Financial Management, Inc.
INCREASED
Shares252 from 186
Change+66 (+35%)
Value$268.4K (+$53.7K)
Filed 2026-10-26
Manchester Financial Inc
INCREASED
Shares252 from 191
Change+61 (+32%)
Value$268.6K (+$47.9K)
Filed 2026-10-15
PFW Advisors LLC
INCREASED
Shares251 from 177
Change+74 (+42%)
Value$267.3K (+$63.0K)
Filed 2026-10-07
Sentry LLC
INCREASED
Shares250 from 200
Change+50 (+25%)
Value$266.3K (+$35.4K)
Filed 2026-10-30
6th Street Advisors, LLC
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$266.3K (-$22.3K)
Filed 2026-10-14
Asset Advisory Group, Inc.
INCREASED
Shares249 from 193
Change+56 (+29%)
Value$265.2K (+$42.4K)
Filed 2026-10-20
Invested Advisors
INCREASED
Shares248 from 215
Change+33 (+15%)
Value$264.1K (+$16.0K)
Filed 2026-10-23
Three Arch Wealth Management LLC
NEW
Shares247
Change+247
Value$263.1K
Filed 2026-10-20
Canandaigua National Bank & Trust Co
NEW
Shares247
Change+247
Value$263.1K
Filed 2026-10-07
Fullerton Advisors, LLC
DECREASED
Shares247 from 297
Change-50 (-17%)
Value$263.0K (-$80.4K)
Filed 2026-10-14
Granite Islands Private Wealth, LLC
UNCHANGED
Shares247 from 247
Change0 (0%)
Value$263.1K (-$22.0K)
Filed 2026-10-16
Laurel Wealth Advisors LLC
UNCHANGED
Shares247 from 247
Change0 (0%)
Value$263.1K (-$22.0K)
Filed 2026-10-27
Torren Management, LLC
DECREASED
Shares246 from 256
Change-10 (-4%)
Value$261.5K (-$33.4K)
Filed 2026-10-29
Crane Advisory, LLC
UNCHANGED
Shares245 from 245
Change0 (0%)
Value$260.7K (+$51.6K)
Filed 2026-10-13
Brian LOW Financial Group, LLC
NEW
Shares244
Change+244
Value$260.2K
Filed 2026-10-28
Littlejohn Financial Services, Inc.
INCREASED
Shares242 from 221
Change+21 (+10%)
Value$257.8K (+$2.7K)
Filed 2026-11-06
Baker Boyer National Bank
NEW
Shares241
Change+241
Value$256.7K
Filed 2026-11-05
Guardian Financial Partners, LLC
DECREASED
Shares241 from 400
Change-159 (-40%)
Value$256.7K (-$205.0K)
Filed 2026-11-04
Southland Equity Partners LLC
INCREASED
Shares241 from 218
Change+23 (+11%)
Value$256.7K (+$5.1K)
Filed 2026-10-14
Dakota Community Bank & Trust NA
INCREASED
Shares240 from 124
Change+116 (+94%)
Value$255.6K (+$112.5K)
Filed 2026-10-09
MKT Advisors LLC
DECREASED
Shares240 from 270
Change-30 (-11%)
Value$248.6K (-$4.8K)
Filed 2026-10-20
Financial Planning Hawaii, Inc.
INCREASED
Shares239 from 232
Change+7 (+3%)
Value$254.6K (-$13.2K)
Filed 2026-10-13
Wagner Wealth Management, Corp
NEW
Shares238
Change+238
Value$253.5K
Filed 2026-10-20
Elite Wealth Management, Inc.
INCREASED
Shares237 from 198
Change+39 (+20%)
Value$252.4K (+$23.9K)
Filed 2026-11-03
Ables, Iannone, Moore & Associates, Inc.
INCREASED
Shares237 from 225
Change+12 (+5%)
Value$252.4K (-$7.3K)
Filed 2026-10-06
Addison Advisors LLC
INCREASED
Shares236 from 190
Change+46 (+24%)
Value$251.8K (+$32.5K)
Filed 2026-11-06
Verity & Verity, LLC
NEW
Shares235
Change+235
Value$250.3K
Filed 2026-10-23
tru Independence LLC
NEW
Shares235
Change+235
Value$250.6K
Filed 2026-10-20
Cantor Fitzgerald Investment Advisors L.P.
INCREASED
Shares235 from 230
Change+5 (+2%)
Value$250.3K (-$15.2K)
Filed 2026-10-21
Dumont & Blake Investment Advisors LLC
UNCHANGED
Shares235 from 235
Change0 (0%)
Value$250.3K (-$21.0K)
Filed 2026-10-28
Visionary Horizons, LLC
DECREASED
Shares232 from 294
Change-62 (-21%)
Value$247.1K (-$92.2K)
Filed 2026-10-22
Bath Savings Trust Co
UNCHANGED
Shares232 from 232
Change0 (0%)
Value$247.1K (-$20.7K)
Filed 2026-10-07
Catalyst Investment Management LLC
INCREASED
Shares231 from 213
Change+18 (+8%)
Value$246.0K (+$176)
Filed 2026-10-21
15 Wealth Advisors LLC
NEW
Shares230
Change+230
Value$244.9K
Filed 2026-10-14
True North Advisors, LLC
DECREASED
Shares230 from 6,279
Change-6,049 (-96%)
Value$245.3K (-$7.0M)
Filed 2026-10-22
Montis Financial, LLC
INCREASED
Shares230 from 199
Change+31 (+16%)
Value$245.0K (+$15.3K)
Filed 2026-11-04
Pacific Sage Partners, LLC
DECREASED
Shares228 from 389
Change-161 (-41%)
Value$242.8K (-$206.2K)
Filed 2026-10-21
Bannerman Wealth Management Group, LLC
DECREASED
Shares228 from 262
Change-34 (-13%)
Value$243.2K (-$59.3K)
Filed 2026-10-09
Koesten, Hirschmann & Crabtree, Inc.
INCREASED
Shares228 from 216
Change+12 (+6%)
Value$242.7K (-$7.1K)
Filed 2026-10-13
WMG Financial Advisors, LLC
UNCHANGED
Shares228 from 228
Change0 (0%)
Value$263.2K ($0)
Filed 2026-10-28
CPC Advisors, LLC
NEW
Shares227
Change+227
Value$241.8K
Filed 2026-10-21
Macroview Investment Management LLC
DECREASED
Shares227 from 362
Change-135 (-37%)
Value$241.6K (-$176.5K)
Filed 2026-10-26
Peirce Capital Management, LLC
INCREASED
Shares227 from 174
Change+53 (+30%)
Value$241.8K (+$40.9K)
Filed 2026-10-19
WealthCare Asset Management, LLC
DECREASED
Shares226 from 456
Change-230 (-50%)
Value$240.7K (-$285.6K)
Filed 2026-10-26
CMG Global Holdings, LLC
INCREASED
Shares226 from 222
Change+4 (+2%)
Value$240.9K (-$15.7K)
Filed 2026-10-14
NBT Bank, N.A.
UNCHANGED
Shares226 from 226
Change0 (0%)
Value$240.7K (-$20.2K)
Filed 2026-10-21
Meyer Handelman Co
UNCHANGED
Shares226 from 226
Change0 (0%)
Value$240.7K (-$20.2K)
Filed 2026-10-28
ICW Investment Advisors LLC
UNCHANGED
Shares225 from 225
Change0 (0%)
Value$240.2K (-$20.1K)
Filed 2026-10-27
Thoma Capital Management LLC
UNCHANGED
Shares225 from 225
Change0 (0%)
Value$239.7K (-$20.1K)
Filed 2026-10-19
Proathlete Wealth Management LLC
INCREASED
Shares224 from 2
Change+222 (+11100%)
Value$239.6K (+$237.3K)
Filed 2026-10-15
Great Diamond Partners, LLC
DECREASED
Shares224 from 234
Change-10 (-4%)
Value$238.6K (-$31.5K)
Filed 2026-10-13
Johnson & White Wealth Management, LLC
UNCHANGED
Shares224 from 224
Change0 (0%)
Value$238.6K (-$20.0K)
Filed 2026-11-03
Willow Creek Wealth Management Inc.
DECREASED
Shares223 from 1,459
Change-1,236 (-85%)
Value$237.5K (-$1.4M)
Filed 2026-10-26
Marion Wealth Management
INCREASED
Shares223 from 192
Change+31 (+16%)
Value$237.5K (+$15.9K)
Filed 2026-10-22
Inspirion Wealth Advisors, LLC
DECREASED
Shares222 from 223
Change-1 (0%)
Value$236.4K (+$6.2K)
Filed 2026-10-09
First Citizens Financial Corp
INCREASED
Shares221 from 192
Change+29 (+15%)
Value$235.4K (+$13.8K)
Filed 2026-10-02
Legacy Solutions, LLC
INCREASED
Shares221 from 199
Change+22 (+11%)
Value$235.4K (+$5.7K)
Filed 2026-10-07
Radnor Capital Management, LLC
DECREASED
Shares220 from 270
Change-50 (-19%)
Value$234.3K (-$77.3K)
Filed 2026-10-23
First Pacific Financial
UNCHANGED
Shares220 from 220
Change0 (0%)
Value$234.3K (-$19.6K)
Filed 2026-10-14
Stage Harbor Financial, LLC
NEW
Shares219
Change+219
Value$233.3K
Filed 2026-11-03
Cathy Pareto & Associates, Inc
INCREASED
Shares219 from 178
Change+41 (+23%)
Value$233.3K (+$27.9K)
Filed 2026-10-15
Discipline Wealth Solutions, LLC
INCREASED
Shares219 from 218
Change+1 (+0%)
Value$233.3K (-$18.4K)
Filed 2026-10-14
Lynch & Associates
NEW
Shares217
Change+217
Value$231.1K
Filed 2026-10-13
Boomfish Wealth Group, LLC
NEW
Shares216
Change+216
Value$230.1K
Filed 2026-10-22
Grantvest Financial Group LLC
DECREASED
Shares216 from 234
Change-18 (-8%)
Value$230.1K (-$40.0K)
Filed 2026-10-21
ProVise Management Group, LLC
INCREASED
Shares216 from 211
Change+5 (+2%)
Value$230.5K (-$13.5K)
Filed 2026-11-06
Rasp Wealth Solutions, LLC
UNCHANGED
Shares216 from 216
Change0 (0%)
Value$230.1K (-$19.3K)
Filed 2026-11-06
Shikiar Asset Management Inc
NEW
Shares215
Change+215
Value$229
Filed 2026-10-20
Peddock Capital Advisors, LLC
NEW
Shares215
Change+215
Value$228.5K
Filed 2026-10-16
Frederick Financial Consultants, LLC
DECREASED
Shares215 from 233
Change-18 (-8%)
Value$229.0K (-$40.0K)
Filed 2026-10-29
LiftPoint Family Wealth Advisors LLC
UNCHANGED
Shares215 from 215
Change0 (0%)
Value$229.0K (-$19.2K)
Filed 2026-11-03
FSA Investment Group, LLC
NEW
Shares214
Change+214
Value$227.9K
Filed 2026-10-07
Baldwin Wealth Partners LLC
UNCHANGED
Shares213 from 213
Change0 (0%)
Value$226.9K (-$19.0K)
Filed 2026-10-13
Straight Path Wealth Management
NEW
Shares212
Change+212
Value$225.8K
Filed 2026-10-23
WoodTrust Financial Corp
UNCHANGED
Shares212 from 212
Change0 (0%)
Value$226 (-$244.8K)
Filed 2026-10-09
Aspen Wealth Management LLC
NEW
Shares211
Change+211
Value$225.0K
Filed 2026-10-14
Sunrise Financial Services, LLC
UNCHANGED
Shares210 from 210
Change0 (0%)
Value$223.7K (-$18.7K)
Filed 2026-10-21
Castellan Group
UNCHANGED
Shares210 from 210
Change0 (0%)
Value$223.7K (-$18.7K)
Filed 2026-10-19
Briaud Financial Planning Inc
DECREASED
Shares209 from 212
Change-3 (-1%)
Value$222.6K (-$22.1K)
Filed 2026-10-20
rebel Financial LLC
NEW
Shares208
Change+208
Value$221.5K
Filed 2026-11-04
Alpha Advisors, LLC
UNCHANGED
Shares208 from 208
Change0 (0%)
Value$221.5K (-$18.6K)
Filed 2026-10-19
MFG Investments, LLC
NEW
Shares207
Change+207
Value$220.8K
Filed 2026-10-30
Ahara Advisors LLC
NEW
Shares207
Change+207
Value$220.5K
Filed 2026-10-29
Evermay Wealth Management LLC
DECREASED
Shares206 from 207
Change-1 (0%)
Value$219.5K (-$19.5K)
Filed 2026-11-05
StrongBox Wealth, LLC
INCREASED
Shares205 from 58
Change+147 (+253%)
Value$218.3K (+$151.4K)
Filed 2026-11-02
Berman McAleer LLC
DECREASED
Shares205 from 305
Change-100 (-33%)
Value$218.3K (-$133.7K)
Filed 2026-10-16
Sara-Bay Financial
UNCHANGED
Shares205 from 205
Change0 (0%)
Value$218.3K (-$18.3K)
Filed 2026-10-21
CGC Financial Services, LLC
UNCHANGED
Shares205 from 205
Change0 (0%)
Value$218.3K (-$18.3K)
Filed 2026-10-13
Financial Enhancement Group LLC
NEW
Shares204
Change+204
Value$222.0K
Filed 2026-10-08
Horizon Financial Services, LLC
INCREASED
Shares204 from 35
Change+169 (+483%)
Value$217.3K (+$176.9K)
Filed 2026-11-04
Seelaus Asset Management LLC
INCREASED
Shares204 from 185
Change+19 (+10%)
Value$217.3K (+$3.7K)
Filed 2026-10-14
Kohmann Bosshard Financial Services, LLC
NEW
Shares203
Change+203
Value$215.2K
Filed 2026-11-04
General Partner, Inc.
UNCHANGED
Shares202 from 202
Change0 (0%)
Value$215.2K (-$18.0K)
Filed 2026-10-05
Five Pine Wealth Management
UNCHANGED
Shares202 from 202
Change0 (0%)
Value$214.8K (-$17.9K)
Filed 2026-10-20
Aspetuck Financial Management LLC
NEW
Shares201
Change+201
Value$214.1K
Filed 2026-11-04
Smith Partners Wealth Management, LLC
NEW
Shares201
Change+201
Value$214.1K
Filed 2026-11-05
SBE LLC DBA Cedar Cove Wealth Partners
DECREASED
Shares201 from 212
Change-11 (-5%)
Value$214.1K (-$30.6K)
Filed 2026-10-15
Fulcrum Capital LLC
UNCHANGED
Shares201 from 201
Change0 (0%)
Value$214.1K (-$17.9K)
Filed 2026-10-15
Global Wealth Strategies & Associates
NEW
Shares200
Change+200
Value$213.0K
Filed 2026-10-02
Provident Wealth Management, LLC
DECREASED
Shares200 from 381
Change-181 (-48%)
Value$213.0K (-$226.8K)
Filed 2026-10-20
Lountzis Asset Management, LLC
DECREASED
Shares200 from 227
Change-27 (-12%)
Value$213.0K (-$49.0K)
Filed 2026-10-30
First Nebraska Trust Co
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$213.0K (-$17.8K)
Filed 2026-10-30
O'Keefe Stevens Advisory, Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$213.0K (-$17.8K)
Filed 2026-10-09
Gordian Advisors LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$213.0K (-$17.8K)
Filed 2026-10-30
Tillman Hartley LLC
DECREASED
Shares197 from 230
Change-33 (-14%)
Value$209.8K (-$55.7K)
Filed 2026-11-06
Harfst & Associates, Inc.
DECREASED
Shares197 from 214
Change-17 (-8%)
Value$210.0K (-$37.2K)
Filed 2026-10-20
Droms Strauss Advisors Inc
DECREASED
Shares197 from 200
Change-3 (-1%)
Value$209.8K (-$21.0K)
Filed 2026-11-03
Walleye Partners, LLC
INCREASED
Shares197 from 196
Change+1 (+1%)
Value$209.8K (-$16.4K)
Filed 2026-10-13
DWR Wealth Management, LLC
NEW
Shares196
Change+196
Value$208.8K
Filed 2026-10-13
Reyes Financial Architecture, Inc.
DECREASED
Shares196 from 321
Change-125 (-39%)
Value$208.8K (-$161.8K)
Filed 2026-10-22
Guardian Capital, LLC
DECREASED
Shares196 from 275
Change-79 (-29%)
Value$208.8K (-$108.8K)
Filed 2026-11-06
Keeler & Nadler Financial Planning & Wealth Management
DECREASED
Shares196 from 218
Change-22 (-10%)
Value$208.3K (-$42.8K)
Filed 2026-10-28
Valley Wealth Managers, Inc.
UNCHANGED
Shares195 from 195
Change0 (0%)
Value$207.7K (-$17.4K)
Filed 2026-10-09
Mlp3, LLC
NEW
Shares194
Change+194
Value$206.6K
Filed 2026-10-22
Patton Fund Management, Inc.
DECREASED
Shares194 from 5,337
Change-5,143 (-96%)
Value$206.6K (-$6.0M)
Filed 2026-10-13
Lifelong Wealth Advisors, Inc.
INCREASED
Shares194 from 192
Change+2 (+1%)
Value$206.6K (-$15.0K)
Filed 2026-10-19
Kenora Financial, LLC
UNCHANGED
Shares193 from 193
Change0 (0%)
Value$205.6K (-$17.2K)
Filed 2026-10-20
Blue Sky Capital Consultants Group, Inc.
INCREASED
Shares192 from 180
Change+12 (+7%)
Value$204.5K (-$3.3K)
Filed 2026-10-13
1620 Investment Advisors, Inc.
DECREASED
Shares192 from 194
Change-2 (-1%)
Value$204.6K (-$19.4K)
Filed 2026-11-04
IMG Wealth Management, Inc.
INCREASED
Shares191 from 181
Change+10 (+6%)
Value$203.4K (-$5.5K)
Filed 2026-10-27
Capstone Capital LLC
UNCHANGED
Shares191 from 191
Change0 (0%)
Value$203.4K (-$17.0K)
Filed 2026-10-14
Wealthcare Capital Management LLC
UNCHANGED
Shares191 from 191
Change0 (0%)
Value$203.4K (-$17.0K)
Filed 2026-10-21
McKinley Carter Wealth Services, Inc.
NEW
Shares190
Change+190
Value$202.4K
Filed 2026-10-16
First International Bank of Israel Ltd.
INCREASED
Shares190 from 181
Change+9 (+5%)
Value$202.4K (-$6.6K)
Filed 2026-11-04
Hamel Associates, Inc.
INCREASED
Shares189 from 183
Change+6 (+3%)
Value$201.3K (-$9.9K)
Filed 2026-11-06
Kachkovsky & Fisher, Inc.
INCREASED
Shares189 from 186
Change+3 (+2%)
Value$201.5K (-$13.4K)
Filed 2026-10-21
Peterson Wealth Management
INCREASED
Shares186 from 1
Change+185 (+18500%)
Value$198.4K (+$197.3K)
Filed 2026-11-06
Main Street Group, LTD
UNCHANGED
Shares185 from 185
Change0 (0%)
Value$196.9K (-$16.5K)
Filed 2026-10-28
High Note Wealth, LLC
INCREASED
Shares184 from 123
Change+61 (+50%)
Value$196.0K (+$54.0K)
Filed 2026-10-27
Planning Strategies Inc.
INCREASED
Shares182 from 96
Change+86 (+90%)
Value$193.9K (+$83.1K)
Filed 2026-10-02
Redwood Park Advisors LLC
INCREASED
Shares181 from 6
Change+175 (+2917%)
Value$192.8K (+$185.9K)
Filed 2026-11-02
DT Investment Partners, LLC
UNCHANGED
Shares178 from 178
Change0 (0%)
Value$189.6K (-$15.9K)
Filed 2026-10-27
Balance Wealth Partners LLC
DECREASED
Shares177 from 214
Change-37 (-17%)
Value$188.6K (-$58.3K)
Filed 2026-10-27
Dynamic Wealth Strategies, LLC
INCREASED
Shares175 from 6
Change+169 (+2817%)
Value$186.4K (+$179.5K)
Filed 2026-10-16
High Point Wealth Management, LLC
INCREASED
Shares174 from 134
Change+40 (+30%)
Value$185.5K (+$30.7K)
Filed 2026-11-05
Olistico Wealth, LLC
INCREASED
Shares172 from 72
Change+100 (+139%)
Value$183.2K (+$100.1K)
Filed 2026-10-05
Duncker Streett & Co Inc
DECREASED
Shares171 from 211
Change-40 (-19%)
Value$182.1K (-$61.4K)
Filed 2026-10-27
Bare Financial Services, Inc
DECREASED
Shares169 from 178
Change-9 (-5%)
Value$180.0K (-$25.5K)
Filed 2026-11-04
DiNuzzo Private Wealth, Inc.
INCREASED
Shares164 from 89
Change+75 (+84%)
Value$174.7K (+$71.9K)
Filed 2026-10-16
Tounjian Advisory Partners, LLC
DECREASED
Shares162 from 187
Change-25 (-13%)
Value$172.4K (-$43.3K)
Filed 2026-11-04
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED
Shares161 from 161
Change0 (0%)
Value$171.5K (-$14.4K)
Filed 2026-10-28
Lloyd Advisory Services, Llc.
UNCHANGED
Shares159 from 159
Change0 (0%)
Value$169.6K (-$14.0K)
Filed 2026-11-02
Bullock Wealth Management Group
DECREASED
Shares157 from 158
Change-1 (-1%)
Value$172.6K (+$9.2K)
Filed 2026-10-09
Signature Resources Capital Management, LLC
INCREASED
Shares154 from 49
Change+105 (+214%)
Value$164.4K (+$107.7K)
Filed 2026-10-16
Essex Investment Management Co LLC
UNCHANGED
Shares153 from 153
Change0 (0%)
Value$163.0K (-$13.6K)
Filed 2026-10-19
Indiana Trust & Investment Management Co
UNCHANGED
Shares153 from 153
Change0 (0%)
Value$163.0K (-$13.6K)
Filed 2026-10-22
Retirement Wealth Solutions LLC
INCREASED
Shares147 from 100
Change+47 (+47%)
Value$156.6K (+$41.1K)
Filed 2026-10-07
Gleason Group, Inc.
UNCHANGED
Shares142 from 142
Change0 (0%)
Value$151.2K (-$12.7K)
Filed 2026-10-15
Investors Research Corp
INCREASED
Shares141 from 124
Change+17 (+14%)
Value$150.2K (+$7.0K)
Filed 2026-10-07
GGM Financial LLC
NEW
Shares140
Change+140
Value$149.1K
Filed 2026-11-05
Marquette Asset Management, LLC
UNCHANGED
Shares135 from 135
Change0 (0%)
Value$143.8K (-$12.0K)
Filed 2026-10-09
Key Capital Management, Inc
INCREASED
Shares131 from 126
Change+5 (+4%)
Value$139.5K (-$5.9K)
Filed 2026-11-03
Barnes Dennig Private Wealth Management LLC
DECREASED
Shares129 from 286
Change-157 (-55%)
Value$137.4K (-$192.7K)
Filed 2026-10-30
Old Second National Bank of Aurora
INCREASED
Shares129 from 25
Change+104 (+416%)
Value$137.4K (+$108.5K)
Filed 2026-10-22
Financial Network Wealth Advisors LLC
INCREASED
Shares129 from 95
Change+34 (+36%)
Value$137.4K (+$27.7K)
Filed 2026-10-28
Thompson Investment Management, Inc.
NEW
Shares126
Change+126
Value$134.2K
Filed 2026-10-14
Atwood & Palmer Inc
NEW
Shares125
Change+125
Value$133.1K
Filed 2026-10-08
Davis Capital Management
INCREASED
Shares123 from 61
Change+62 (+102%)
Value$131.0K (+$60.6K)
Filed 2026-10-08
Nvwm, LLC
INCREASED
Shares122 from 51
Change+71 (+139%)
Value$129.9K (+$71.1K)
Filed 2026-10-14
Center for Financial Planning, Inc.
INCREASED
Shares119 from 4
Change+115 (+2875%)
Value$126.7K (+$122.1K)
Filed 2026-10-26
Ramsey Quantitative Systems
INCREASED
Shares117 from 40
Change+77 (+193%)
Value$124.6K (+$78.4K)
Filed 2026-10-22
Burk Holdings LLC
INCREASED
Shares116 from 78
Change+38 (+49%)
Value$123.6K (+$33.5K)
Filed 2026-11-05
Burkett Financial Services, LLC
NEW
Shares112
Change+112
Value$119.3K
Filed 2026-10-01
Kozak & Associates, Inc.
INCREASED
Shares112 from 93
Change+19 (+20%)
Value$110.0K (+$14.1K)
Filed 2026-10-29
First Premier Bank
INCREASED
Shares108 from 100
Change+8 (+8%)
Value$115 ($0)
Filed 2026-10-13
Luken Investment Analytics, LLC
UNCHANGED
Shares108 from 108
Change0 (0%)
Value$115.0K (-$9.6K)
Filed 2026-11-06
Clark Wealth Partners
INCREASED
Shares106 from 75
Change+31 (+41%)
Value$112.9K (+$26.3K)
Filed 2026-10-19
Morton Brown Family Wealth, LLC
INCREASED
Shares106 from 86
Change+20 (+23%)
Value$112.9K (+$13.6K)
Filed 2026-10-23
Cranbrook Wealth Management, LLC
UNCHANGED
Shares106 from 106
Change0 (0%)
Value$112.9K (-$9.5K)
Filed 2026-10-28
Putney Financial Group LLC
NEW
Shares105
Change+105
Value$111.8K
Filed 2026-10-30
MeadowBrook Investment Advisors LLC
INCREASED
Shares105 from 100
Change+5 (+5%)
Value$89.9K (-$25.5K)
Filed 2026-10-29
Cedar Mountain Advisors, LLC
INCREASED
Shares103 from 62
Change+41 (+66%)
Value$110.0K (+$38.1K)
Filed 2026-10-15
Birchbrook, Inc.
UNCHANGED
Shares103 from 103
Change0 (0%)
Value$109.2K (-$9.1K)
Filed 2026-10-14
Tompkins Financial Corp
UNCHANGED
Shares102 from 102
Change0 (0%)
Value$108.6K (-$9.1K)
Filed 2026-10-05
First Financial Corp
DECREASED
Shares100 from 188
Change-88 (-47%)
Value$106.5K (-$110.5K)
Filed 2026-10-13
Vermillion Wealth Management, Inc.
INCREASED
Shares100 from 25
Change+75 (+300%)
Value$106.5K (+$77.3K)
Filed 2026-10-26
Costello Asset Management, Inc
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$106.5K (-$8.9K)
Filed 2026-10-30
Bayban
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$115.4K ($0)
Filed 2026-11-05
GoalVest Advisory LLC
DECREASED
Shares97 from 101
Change-4 (-4%)
Value$103.3K (-$13.3K)
Filed 2026-10-02
Boyd Watterson Asset Management LLC
UNCHANGED
Shares97 from 97
Change0 (0%)
Value$103.3K (-$8.7K)
Filed 2026-11-06
RHL Group, LLC
INCREASED
Shares89 from 41
Change+48 (+117%)
Value$94.8K (+$47.5K)
Filed 2026-11-04
Foster Dykema Cabot & Partners, LLC
INCREASED
Shares86 from 47
Change+39 (+83%)
Value$91.6K (+$37.3K)
Filed 2026-10-30
Pacifica Partners Inc.
UNCHANGED
Shares83 from 83
Change0 (0%)
Value$91.1K (+$10.1K)
Filed 2026-10-09
Jnba Financial Advisors
INCREASED
Shares76 from 39
Change+37 (+95%)
Value$80.9K (+$35.9K)
Filed 2026-11-03
GHP Investment Advisors, Inc.
DECREASED
Shares75 from 199
Change-124 (-62%)
Value$79.9K (-$149.8K)
Filed 2026-10-15
Gilpin Wealth Management, LLC
INCREASED
Shares75 from 20
Change+55 (+275%)
Value$79.9K (+$56.8K)
Filed 2026-10-09
Hurley Capital, LLC
INCREASED
Shares74 from 58
Change+16 (+28%)
Value$79.1K (+$11.9K)
Filed 2026-11-05
Elevated Capital Advisors, LLC
DECREASED
Shares72 from 881
Change-809 (-92%)
Value$76.7K (-$940.3K)
Filed 2026-11-04
Fairscale Capital, LLC
INCREASED
Shares72 from 62
Change+10 (+16%)
Value$63.7K (-$7.9K)
Filed 2026-11-04
Alta Capital Management LLC/
NEW
Shares65
Change+65
Value$69.2K
Filed 2026-10-26
Sfam, LLC
INCREASED
Shares65 from 29
Change+36 (+124%)
Value$69.2K (+$35.8K)
Filed 2026-11-03
CKW Financial Group
DECREASED
Shares64 from 96
Change-32 (-33%)
Value$70 (-$29)
Filed 2026-10-29
IAG Wealth Partners, LLC
UNCHANGED
Shares62 from 62
Change0 (0%)
Value$66.0K (-$5.5K)
Filed 2026-11-06
KFG LLC
NEW
Shares61
Change+61
Value$65.0K
Filed 2026-11-02
Private Wealth Management Group, LLC
INCREASED
Shares60 from 57
Change+3 (+5%)
Value$63.9K (-$1.9K)
Filed 2026-10-19
Princeton Global Asset Management LLC
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$58.6K (-$4.9K)
Filed 2026-10-21
Country Trust Bank
INCREASED
Shares50 from 29
Change+21 (+72%)
Value$53.3K (+$19.8K)
Filed 2026-10-30
NorthAvenue LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$53.3K (-$4.5K)
Filed 2026-10-29
Moisand Fitzgerald Tamayo, LLC
NEW
Shares49
Change+49
Value$52.2K
Filed 2026-10-15
Quaker Wealth Management, LLC
INCREASED
Shares48 from 47
Change+1 (+2%)
Value$51.1K (-$3.1K)
Filed 2026-10-22
Three Bridge Wealth Advisors, LLC
NEW
Shares46
Change+46
Value$49.0K
Filed 2026-11-05
Downshift Financial, LLC
INCREASED
Shares45 from 40
Change+5 (+13%)
Value$47.9K (+$1.8K)
Filed 2026-10-13
Caitong International Asset Management Co., Ltd
INCREASED
Shares44 from 6
Change+38 (+633%)
Value$46.9K (+$39.9K)
Filed 2026-10-29
Glynn Capital Management LLC
DECREASED
Shares44 from 62
Change-18 (-29%)
Value$46.9K (-$24.7K)
Filed 2026-10-07
Bfsg, LLC
INCREASED
Shares41 from 2
Change+39 (+1950%)
Value$43.7K (+$41.4K)
Filed 2026-10-30
Winthrop Capital Management, LLC
UNCHANGED
Shares38 from 38
Change0 (0%)
Value$40.0K (+$40.0K)
Filed 2026-11-05
United Financial Planning Group LLC
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$38.3K (-$3.2K)
Filed 2026-11-04
PayPay Securities Corp
INCREASED
Shares35 from 27
Change+8 (+30%)
Value$37.3K (+$6.1K)
Filed 2026-10-27
Montgomery Financial Services LLC
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$35.1K (-$2.9K)
Filed 2026-11-03
William B. Walkup & Associates, Inc.
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$32.5K (-$2.7K)
Filed 2026-11-05
Steph & Co
NEW
Shares29
Change+29
Value$30.9K
Filed 2026-10-07
Aventus Investment Advisors, Inc.
NEW
Shares28
Change+28
Value$29.8K
Filed 2026-10-09
Entrust Financial LLC
INCREASED
Shares27 from 18
Change+9 (+50%)
Value$28.8K (+$8.0K)
Filed 2026-11-04
Kroeger Financial Partners
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$28.8K (-$2.4K)
Filed 2026-10-19
Harbor Asset Planning, Inc.
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$25.6K (-$2.1K)
Filed 2026-10-23
Maseco LLP
NEW
Shares22
Change+22
Value$23.5K
Filed 2026-10-27
Networth Advisors, LLC
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$22.4K (-$1.9K)
Filed 2026-11-03
WestEnd Advisors, LLC
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$22.4K (-$1.9K)
Filed 2026-10-27
First Bancorp, Inc
NEW
Shares20
Change+20
Value$21.3K
Filed 2026-10-26
Blueline Advisors LLC
NEW
Shares20
Change+20
Value$21.3K
Filed 2026-10-15
Miller Wealth Advisors, LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$21.3K (-$1.8K)
Filed 2026-11-02
Essential Investment Partners LLC
INCREASED
Shares18 from 1
Change+17 (+1700%)
Value$19.2K (+$18.0K)
Filed 2026-10-27
Breakwater Investment Management
INCREASED
Shares18 from 8
Change+10 (+125%)
Value$19.2K (+$9.9K)
Filed 2026-10-20
Plante Moran Financial Advisors, LLC
DECREASED
Shares17 from 192
Change-175 (-91%)
Value$18.1K (-$203.5K)
Filed 2026-11-04
Kimelman & Baird, LLC
NEW
Shares16
Change+16
Value$17.0K
Filed 2026-11-03
Capital CS Group, LLC
NEW
Shares16
Change+16
Value$17.1K
Filed 2026-10-29
Laurion Capital Management LP
NEW
Shares15
Change+15
Value$16.0K
Filed 2026-10-30
Mascoma Wealth Management LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$16.0K (-$1.3K)
Filed 2026-10-23
Ashurst Perkins Coie Trust Co
NEW
Shares14
Change+14
Value$14.9K
Filed 2026-10-15
Birchwood Financial Partners, Inc.
NEW
Shares14
Change+14
Value$14.9K
Filed 2026-11-02
Align Financial, LLC
INCREASED
Shares14 from 5
Change+9 (+180%)
Value$14.9K (+$9.1K)
Filed 2026-10-16
Sherman Asset Management, Inc.
DECREASED
Shares14 from 15
Change-1 (-7%)
Value$14.9K (-$2.4K)
Filed 2026-11-05
Navigoe, LLC
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$14 (-$16.0K)
Filed 2026-11-04
Phillip James Consulting Co.
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$13.8K (-$1.2K)
Filed 2026-11-03
Atlantic Edge Private Wealth Management, LLC
DECREASED
Shares11 from 20
Change-9 (-45%)
Value$11.7K (-$11.0K)
Filed 2026-10-20
Banque de Luxembourg S.A.
NEW
Shares10
Change+10
Value$10.7K
Filed 2026-10-14
Madden Securities Corp
NEW
Shares10
Change+10
Value$10.7K
Filed 2026-10-27
MTM Investment Management, LLC
NEW
Shares10
Change+10
Value$10.7K
Filed 2026-10-30
Berbice Capital Management LLC
NEW
Shares10
Change+10
Value$10.7K
Filed 2026-10-13
Tsfg, LLC
DECREASED
Shares10 from 240
Change-230 (-96%)
Value$11 (-$277.0K)
Filed 2026-10-23
Strategic Advocates LLC
DECREASED
Shares10 from 13
Change-3 (-23%)
Value$10.7K (-$4.4K)
Filed 2026-11-03
Eukles Asset Management
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$10.7K (-$892)
Filed 2026-11-04
Maryland Capital Advisors Inc.
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$10.7K (-$892)
Filed 2026-10-15
POM Investment Strategies, LLC
DECREASED
Shares7 from 12
Change-5 (-42%)
Value$7.5K (-$6.4K)
Filed 2026-10-20
Kentucky Trust Co
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$6.4K (-$535)
Filed 2026-10-15
Intelligent Financial Strategies
NEW
Shares5
Change+5
Value$5.3K
Filed 2026-10-16
Security National Bank
INCREASED
Shares5 from 2
Change+3 (+150%)
Value$5.3K (+$3.0K)
Filed 2026-10-26
Miller Global Investments, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$5.3K (-$445)
Filed 2026-10-02
Clayton Financial Group LLC
NEW
Shares4
Change+4
Value$4.3K
Filed 2026-10-13
Nvest Wealth Strategies, Inc.
INCREASED
Shares4 from 2
Change+2 (+100%)
Value$4.3K (+$2.0K)
Filed 2026-10-14
Chapman Financial Group, LLC
NEW
Shares3
Change+3
Value$3.2K
Filed 2026-10-26
3 Factor Indexing, LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$3.2K (-$267)
Filed 2026-10-15
McCarley & Cook Financial Planners
NEW
Shares2
Change+2
Value$2.1K
Filed 2026-10-21
Farmers & Merchants Trust Co of Chambersburg PA
NEW
Shares2
Change+2
Value$2
Filed 2026-10-14
Monetary Solutions, Ltd
NEW
Shares2
Change+2
Value$2.1K
Filed 2026-10-22
RMG Wealth Management LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.7K (-$96)
Filed 2026-10-26
DB Fitzpatrick & Co, Inc
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$2.1K (-$179)
Filed 2026-10-19
CrossGen Wealth, LLC
NEW
Shares1
Change+1
Value$1.1K
Filed 2026-10-30
Valliance Asset Management Ltd
CLOSED
Shares0 from 163,980
Change-163,980 (-100%)
Value$0 (-$189.3M)
Filed 2026-10-23
Todd Asset Management LLC
CLOSED
Shares0 from 61,527
Change-61,527 (-100%)
Value$0 (-$71.0M)
Filed 2026-10-27
Simplex Trading, LLC
CLOSED
Shares0 from 52,682
Change-52,682 (-100%)
Value$0 (-$60.8M)
Filed 2026-11-04
Formuepleje A/S
CLOSED
Shares0 from 51,006
Change-51,006 (-100%)
Value$0 (-$58.9M)
Filed 2026-10-15
Steadview Capital Management LLC
CLOSED
Shares0 from 24,245
Change-24,245 (-100%)
Value$0 (-$28.0M)
Filed 2026-10-28
Lockheed Martin Investment Management Co
CLOSED
Shares0 from 23,700
Change-23,700 (-100%)
Value$0 (-$27.4M)
Filed 2026-11-04
Herald Investment Management Ltd
CLOSED
Shares0 from 18,100
Change-18,100 (-100%)
Value$0 (-$20.8M)
Filed 2026-10-05
Matthews International Capital Management LLC
CLOSED
Shares0 from 16,950
Change-16,950 (-100%)
Value$0 (-$19.6M)
Filed 2026-11-04
Mirae Asset Securities (USA) Inc.
CLOSED
Shares0 from 10,034
Change-10,034 (-100%)
Value$0 (-$11.6M)
Filed 2026-10-15
Dara Capital US, Inc.
CLOSED
Shares0 from 9,105
Change-9,105 (-100%)
Value$0 (-$10.5M)
Filed 2026-10-29
RWQ Financial Management Services, Inc.
CLOSED
Shares0 from 8,265
Change-8,265 (-100%)
Value$0 (-$9.5M)
Filed 2026-10-19
TB Alternative Assets Ltd.
CLOSED
Shares0 from 5,280
Change-5,280 (-100%)
Value$0 (-$6.1M)
Filed 2026-10-16
Privium Fund Management (UK) Ltd
CLOSED
Shares0 from 4,200
Change-4,200 (-100%)
Value$0 (-$4.8M)
Filed 2026-10-30
Verde Servicos Internacionais S.A.
CLOSED
Shares0 from 3,700
Change-3,700 (-100%)
Value$0 (-$4.3M)
Filed 2026-10-26
Ayrshire Capital Management LLC
CLOSED
Shares0 from 2,257
Change-2,257 (-100%)
Value$0 (-$2.6M)
Filed 2026-10-20
Twin Peaks Capital Ltd
CLOSED
Shares0 from 2,000
Change-2,000 (-100%)
Value$0 (-$2.3M)
Filed 2026-11-03
Miura Global Management, LLC
CLOSED
Shares0 from 2,000
Change-2,000 (-100%)
Value$0 (-$2.3M)
Filed 2026-10-05
Stableford Capital II LLC
CLOSED
Shares0 from 1,788
Change-1,788 (-100%)
Value$0 (-$2.1M)
Filed 2026-10-09
Cannon Advisors, Inc.
CLOSED
Shares0 from 975
Change-975 (-100%)
Value$0 (-$958.5K)
Filed 2026-10-14
CogentBlue Wealth Advisors, LLC
CLOSED
Shares0 from 947
Change-947 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-09
Connective Portfolio Management, LLC
CLOSED
Shares0 from 910
Change-910 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-22
Balentine LLC
CLOSED
Shares0 from 897
Change-897 (-100%)
Value$0 (-$1.0M)
Filed 2026-11-03
Capstone Capital Management Ltd
CLOSED
Shares0 from 867
Change-867 (-100%)
Value$0 (-$1.0M)
Filed 2026-10-21
Quattro Financial Advisors LLC
CLOSED
Shares0 from 822
Change-822 (-100%)
Value$0 (-$948.8K)
Filed 2026-10-15
Cynosure Group, LLC
CLOSED
Shares0 from 809
Change-809 (-100%)
Value$0 (-$933.8K)
Filed 2026-11-03
MJT & Associates Financial Advisory Group, Inc.
CLOSED
Shares0 from 709
Change-709 (-100%)
Value$0 (-$817.7K)
Filed 2026-10-07
LifeSteps Financial, Inc.
CLOSED
Shares0 from 592
Change-592 (-100%)
Value$0 (-$683.3K)
Filed 2026-10-15
Argos Wealth Advisors, LLC
CLOSED
Shares0 from 552
Change-552 (-100%)
Value$0 (-$637.2K)
Filed 2026-11-02
Sage Mountain Advisors LLC
CLOSED
Shares0 from 517
Change-517 (-100%)
Value$0 (-$596.8K)
Filed 2026-11-02
Spectrum Strategic Capital Management, LLC
CLOSED
Shares0 from 494
Change-494 (-100%)
Value$0 (-$570.2K)
Filed 2026-10-22
Bourgeon Capital Management LLC
CLOSED
Shares0 from 488
Change-488 (-100%)
Value$0 (-$563.3K)
Filed 2026-10-19
Tabr Capital Management, LLC
CLOSED
Shares0 from 447
Change-447 (-100%)
Value$0 (-$516.1K)
Filed 2026-10-20
Viewpoint Investment Partners Corp
CLOSED
Shares0 from 400
Change-400 (-100%)
Value$0 (-$617.8K)
Filed 2026-10-26
FDx Advisors, Inc.
CLOSED
Shares0 from 380
Change-380 (-100%)
Value$0 (-$439.0K)
Filed 2026-11-05
Verus Wealth Management, LLC
CLOSED
Shares0 from 339
Change-339 (-100%)
Value$0 (-$391.3K)
Filed 2026-10-13
Hennessy Advisors Inc
CLOSED
Shares0 from 330
Change-330 (-100%)
Value$0 (-$380.9K)
Filed 2026-10-28
46 Peaks LLC
CLOSED
Shares0 from 320
Change-320 (-100%)
Value$0 (-$369.4K)
Filed 2026-11-03
Kelleher Financial Advisors
CLOSED
Shares0 from 312
Change-312 (-100%)
Value$0 (-$360.1K)
Filed 2026-10-30
Axim Planning & Wealth
CLOSED
Shares0 from 301
Change-301 (-100%)
Value$0 (-$347.4K)
Filed 2026-10-28
Berkeley, Inc
CLOSED
Shares0 from 300
Change-300 (-100%)
Value$0 (-$346.3K)
Filed 2026-10-20
Hartline Investment Corp/
CLOSED
Shares0 from 282
Change-282 (-100%)
Value$0 (-$325.5K)
Filed 2026-10-29
J2 Capital Management Inc
CLOSED
Shares0 from 272
Change-272 (-100%)
Value$0 (-$314.0K)
Filed 2026-10-19
Well Done, LLC
CLOSED
Shares0 from 268
Change-268 (-100%)
Value$0 (-$309.4K)
Filed 2026-10-20
Summa Corp.
CLOSED
Shares0 from 265
Change-265 (-100%)
Value$0 (-$305.9K)
Filed 2026-10-30
Quantify Chaos Advisors, LLC
CLOSED
Shares0 from 264
Change-264 (-100%)
Value$0 (-$304.7K)
Filed 2026-11-04
Good Steward Wealth Advisors,LLC
CLOSED
Shares0 from 258
Change-258 (-100%)
Value$0 (-$297.8K)
Filed 2026-11-06
Argyle Capital Partners, LLC
CLOSED
Shares0 from 256
Change-256 (-100%)
Value$0 (-$295.5K)
Filed 2026-10-23
Breachway Investments LLC
CLOSED
Shares0 from 225
Change-225 (-100%)
Value$0 (-$259.7K)
Filed 2026-10-19
BankPlus Wealth Management LLC
CLOSED
Shares0 from 213
Change-213 (-100%)
Value$0 (-$245.2K)
Filed 2026-10-13
Bonfire Financial
CLOSED
Shares0 from 211
Change-211 (-100%)
Value$0 (-$243.3K)
Filed 2026-11-06
SP Asset Management LLC
CLOSED
Shares0 from 209
Change-209 (-100%)
Value$0 (-$240.8K)
Filed 2026-11-05
Montgomery Investment Management Inc
CLOSED
Shares0 from 209
Change-209 (-100%)
Value$0 (-$241.3K)
Filed 2026-10-26
Integrated Capital Management, LLC
CLOSED
Shares0 from 202
Change-202 (-100%)
Value$0 (-$233.6K)
Filed 2026-10-23
James Investment Research, Inc.
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$230.4K)
Filed 2026-10-22
Christian Investment Advisors, Inc.
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$230.9K)
Filed 2026-11-03
Tannin Capital LLC
CLOSED
Shares0 from 197
Change-197 (-100%)
Value$0 (-$227.4K)
Filed 2026-11-05
Hudson Oak Wealth Advisory LLC
CLOSED
Shares0 from 197
Change-197 (-100%)
Value$0 (-$227.4K)
Filed 2026-10-16
Collaborative Capital Advisors LLC
CLOSED
Shares0 from 196
Change-196 (-100%)
Value$0 (-$226.2K)
Filed 2026-11-06
Elco Management Co., LLC
CLOSED
Shares0 from 195
Change-195 (-100%)
Value$0 (-$225.1K)
Filed 2026-10-14
Titan Investment Management LLC
CLOSED
Shares0 from 194
Change-194 (-100%)
Value$0 (-$223.9K)
Filed 2026-10-22
Lauterbach Financial Advisors, LLC
CLOSED
Shares0 from 187
Change-187 (-100%)
Value$0 (-$215.9K)
Filed 2026-10-21
Legacy Edge Advisors, LLC
CLOSED
Shares0 from 187
Change-187 (-100%)
Value$0 (-$216.3K)
Filed 2026-11-06
CGN Advisors LLC
CLOSED
Shares0 from 187
Change-187 (-100%)
Value$0 (-$215.9K)
Filed 2026-10-21
GEM Asset Management, LLC
CLOSED
Shares0 from 184
Change-184 (-100%)
Value$0 (-$212.4K)
Filed 2026-10-13
Heritage Investment Group, Inc.
CLOSED
Shares0 from 183
Change-183 (-100%)
Value$0 (-$211.5K)
Filed 2026-11-03
MPS Loria Financial Planners, LLC
CLOSED
Shares0 from 182
Change-182 (-100%)
Value$0 (-$210.1K)
Filed 2026-10-14
Blue Capital, Inc.
CLOSED
Shares0 from 182
Change-182 (-100%)
Value$0 (-$210.1K)
Filed 2026-10-13
Vannoy Advisory Group, Inc.
CLOSED
Shares0 from 182
Change-182 (-100%)
Value$0 (-$210.1K)
Filed 2026-10-13
Jacobs & Co
CLOSED
Shares0 from 178
Change-178 (-100%)
Value$0 (-$205)
Filed 2026-10-09
Johnson Bixby & Associates, LLC
CLOSED
Shares0 from 177
Change-177 (-100%)
Value$0 (-$204.3K)
Filed 2026-10-14
Commerce Advisors, LLC
CLOSED
Shares0 from 176
Change-176 (-100%)
Value$0 (-$203.2K)
Filed 2026-10-19
Grandfield & Dodd, LLC
CLOSED
Shares0 from 174
Change-174 (-100%)
Value$0 (-$200.8K)
Filed 2026-10-29
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 174
Change-174 (-100%)
Value$0 (-$200.9K)
Filed 2026-10-29
Northside Capital Management, LLC
CLOSED
Shares0 from 174
Change-174 (-100%)
Value$0 (-$202.0K)
Filed 2026-10-13
Midway Capital Research & Management
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$115.4K)
Filed 2026-10-20
Lavelle Capital LP
CLOSED
Shares0 from 57
Change-57 (-100%)
Value$0 (-$65.8K)
Filed 2026-11-03
Sims Investment Management, LLC
CLOSED
Shares0 from 40
Change-40 (-100%)
Value$0 (-$46.2K)
Filed 2026-10-13
Merrithew & Thorsten Inc
CLOSED
Shares0 from 34
Change-34 (-100%)
Value$0 (-$39.0K)
Filed 2026-11-06
Strategic Wealth Advisors LLC
CLOSED
Shares0 from 34
Change-34 (-100%)
Value$0 (-$9)
Filed 2026-11-06
Vima LLC
CLOSED
Shares0 from 33
Change-33 (-100%)
Value$0 (-$38.1K)
Filed 2026-10-23
Bullseye Investment Management, LLC
CLOSED
Shares0 from 23
Change-23 (-100%)
Value$0 (-$26.5K)
Filed 2026-10-29
Whipplewood Advisors, LLC
CLOSED
Shares0 from 11
Change-11 (-100%)
Value$0 (-$12.7K)
Filed 2026-10-20
Halbert Hargrove Global Advisors, LLC
CLOSED
Shares0 from 11
Change-11 (-100%)
Value$0 (-$13.3K)
Filed 2026-10-16
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$11.5K)
Filed 2026-10-26
Evolution Advisers, Inc.
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$5)
Filed 2026-11-06
Islay Capital Management, LLC
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$2.3K)
Filed 2026-10-20
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$992.7K (+$81.9K)
Filed 2026-10-29
Illumine Investment Management, LLC
UNCHANGED
Shares0 from 0
Change0
Value$335.5K (-$41.9K)
Filed 2026-10-22
BlackRock, Inc.
N/A
Shares— from 104,827,219
Change-104,827,219 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 73,659,544
Change-73,659,544 (-100%)
Value—
State Street Corp
N/A
Shares— from 50,075,870
Change-50,075,870 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 36,315,240
Change-36,315,240 (-100%)
Value—
Capital World Investors
N/A
Shares— from 29,469,646
Change-29,469,646 (-100%)
Value—
FMR LLC
N/A
Shares— from 26,718,869
Change-26,718,869 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 25,836,011
Change-25,836,011 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 24,662,080
Change-24,662,080 (-100%)
Value—
Primecap Management Co
N/A
Shares— from 19,217,236
Change-19,217,236 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 18,470,449
Change-18,470,449 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 18,088,606
Change-18,088,606 (-100%)
Value—
Norges Bank
N/A
Shares— from 15,180,843
Change-15,180,843 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 14,165,845
Change-14,165,845 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 10,808,359
Change-10,808,359 (-100%)
Value—
Capital International Investors
N/A
Shares— from 10,384,128
Change-10,384,128 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 10,174,757
Change-10,174,757 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 8,898,442
Change-8,898,442 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 8,668,489
Change-8,668,489 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 8,099,974
Change-8,099,974 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 7,279,274
Change-7,279,274 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 6,966,392
Change-6,966,392 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 6,480,515
Change-6,480,515 (-100%)
Value—
UBS Group AG
N/A
Shares— from 6,091,903
Change-6,091,903 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 5,045,141
Change-5,045,141 (-100%)
Value—
Situational Awareness LP
N/A
Shares— from 4,828,786
Change-4,828,786 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 4,815,648
Change-4,815,648 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 4,807,719
Change-4,807,719 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 4,342,591
Change-4,342,591 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 3,953,354
Change-3,953,354 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 3,833,728
Change-3,833,728 (-100%)
Value—
Capital Research Global Investors
N/A
Shares— from 3,827,473
Change-3,827,473 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 3,634,769
Change-3,634,769 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 3,407,122
Change-3,407,122 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 3,347,057
Change-3,347,057 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 3,340,836
Change-3,340,836 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 3,258,485
Change-3,258,485 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 3,246,052
Change-3,246,052 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 3,180,740
Change-3,180,740 (-100%)
Value—
Coatue Management LLC
N/A
Shares— from 3,142,269
Change-3,142,269 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 3,081,122
Change-3,081,122 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 3,055,874
Change-3,055,874 (-100%)
Value—
National Pension Service
N/A
Shares— from 2,886,160
Change-2,886,160 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,851,067
Change-2,851,067 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 2,845,862
Change-2,845,862 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 2,531,035
Change-2,531,035 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 2,436,338
Change-2,436,338 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 2,281,147
Change-2,281,147 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 2,194,001
Change-2,194,001 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 2,193,476
Change-2,193,476 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 2,121,016
Change-2,121,016 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 1,966,447
Change-1,966,447 (-100%)
Value—
Nordea Investment Management AB
N/A
Shares— from 1,912,747
Change-1,912,747 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 1,713,394
Change-1,713,394 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 1,688,116
Change-1,688,116 (-100%)
Value—
APG Asset Management N.V.
N/A
Shares— from 1,445,196
Change-1,445,196 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 1,414,408
Change-1,414,408 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 1,356,814
Change-1,356,814 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 1,348,718
Change-1,348,718 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 1,334,704
Change-1,334,704 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,313,149
Change-1,313,149 (-100%)
Value—
Polar Capital Holdings Plc
N/A
Shares— from 1,220,456
Change-1,220,456 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 1,213,224
Change-1,213,224 (-100%)
Value—
Boston Partners
N/A
Shares— from 1,202,381
Change-1,202,381 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 1,181,603
Change-1,181,603 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 1,148,631
Change-1,148,631 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 1,140,671
Change-1,140,671 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 1,138,179
Change-1,138,179 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 1,134,239
Change-1,134,239 (-100%)
Value—
T. Rowe Price Investment Management, Inc.
N/A
Shares— from 1,103,546
Change-1,103,546 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 1,090,355
Change-1,090,355 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 1,047,128
Change-1,047,128 (-100%)
Value—
Aviva PLC
N/A
Shares— from 1,034,826
Change-1,034,826 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 1,034,103
Change-1,034,103 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 1,024,475
Change-1,024,475 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 986,674
Change-986,674 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 979,987
Change-979,987 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 975,163
Change-975,163 (-100%)
Value—
Appaloosa LP
N/A
Shares— from 975,000
Change-975,000 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 959,599
Change-959,599 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 956,863
Change-956,863 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 945,793
Change-945,793 (-100%)
Value—
Danske Bank A/S
N/A
Shares— from 911,561
Change-911,561 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 909,205
Change-909,205 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 895,924
Change-895,924 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 892,516
Change-892,516 (-100%)
Value—
Employees Provident Fund Board
N/A
Shares— from 878,000
Change-878,000 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 864,809
Change-864,809 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 859,005
Change-859,005 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 847,609
Change-847,609 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 819,568
Change-819,568 (-100%)
Value—
Capitolis Liquid Global Markets LLC
N/A
Shares— from 806,766
Change-806,766 (-100%)
Value—
Evergreen Quality Fund GP, Ltd.
N/A
Shares— from 796,407
Change-796,407 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 788,373
Change-788,373 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 768,773
Change-768,773 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 756,236
Change-756,236 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 755,064
Change-755,064 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 754,752
Change-754,752 (-100%)
Value—
Weiss Asset Management LP
N/A
Shares— from 743,769
Change-743,769 (-100%)
Value—
Value Aligned Research Advisors, LLC
N/A
Shares— from 733,007
Change-733,007 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 719,073
Change-719,073 (-100%)
Value—
Atreides Management, LP
N/A
Shares— from 711,364
Change-711,364 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 699,000
Change-699,000 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 696,131
Change-696,131 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 691,290
Change-691,290 (-100%)
Value—
Jacobs Levy Equity Management, Inc
N/A
Shares— from 655,543
Change-655,543 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 640,149
Change-640,149 (-100%)
Value—
Menora Mivtachim Holdings Ltd.
N/A
Shares— from 638,650
Change-638,650 (-100%)
Value—
Handelsbanken Fonder AB
N/A
Shares— from 630,685
Change-630,685 (-100%)
Value—
Trivest Advisors Ltd
N/A
Shares— from 604,700
Change-604,700 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 601,531
Change-601,531 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 600,523
Change-600,523 (-100%)
Value—
Storebrand Asset Management AS
N/A
Shares— from 598,496
Change-598,496 (-100%)
Value—
Axiom Investors LLC
N/A
Shares— from 589,089
Change-589,089 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 587,628
Change-587,628 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 584,404
Change-584,404 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 577,167
Change-577,167 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 573,446
Change-573,446 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 572,850
Change-572,850 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 568,043
Change-568,043 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 563,544
Change-563,544 (-100%)
Value—
Winslow Capital Management, LLC
N/A
Shares— from 559,488
Change-559,488 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 550,116
Change-550,116 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 535,824
Change-535,824 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 535,173
Change-535,173 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 531,635
Change-531,635 (-100%)
Value—
Jennison Associates LLC
N/A
Shares— from 529,195
Change-529,195 (-100%)
Value—
Sands Capital Management, LLC
N/A
Shares— from 526,810
Change-526,810 (-100%)
Value—
AustralianSuper Pty Ltd
N/A
Shares— from 519,339
Change-519,339 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 518,547
Change-518,547 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 517,125
Change-517,125 (-100%)
Value—
Saudi Central Bank
N/A
Shares— from 487,488
Change-487,488 (-100%)
Value—
ING Groep NV
N/A
Shares— from 475,019
Change-475,019 (-100%)
Value—
Jericho Capital Asset Management L.P.
N/A
Shares— from 466,943
Change-466,943 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 462,285
Change-462,285 (-100%)
Value—
Blue Sparrow, LLC
N/A
Shares— from 462,199
Change-462,199 (-100%)
Value—
Man Group plc
N/A
Shares— from 461,926
Change-461,926 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 460,384
Change-460,384 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 460,028
Change-460,028 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 458,657
Change-458,657 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 454,161
Change-454,161 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 452,809
Change-452,809 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 449,684
Change-449,684 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 435,432
Change-435,432 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 435,174
Change-435,174 (-100%)
Value—
Groupama Asset Managment
N/A
Shares— from 433,792
Change-433,792 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 432,765
Change-432,765 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 432,744
Change-432,744 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 428,314
Change-428,314 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 423,546
Change-423,546 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 423,420
Change-423,420 (-100%)
Value—
Tredje Ap-fonden
N/A
Shares— from 417,711
Change-417,711 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 403,732
Change-403,732 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 403,459
Change-403,459 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 398,575
Change-398,575 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 397,223
Change-397,223 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 387,321
Change-387,321 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 383,743
Change-383,743 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 360,839
Change-360,839 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 355,332
Change-355,332 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 348,167
Change-348,167 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 347,050
Change-347,050 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 343,820
Change-343,820 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 333,977
Change-333,977 (-100%)
Value—
Cable Car Capital, LPA
N/A
Shares— from 332,200
Change-332,200 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 331,391
Change-331,391 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 319,985
Change-319,985 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 318,024
Change-318,024 (-100%)
Value—
Blair William & Co
N/A
Shares— from 315,878
Change-315,878 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 311,683
Change-311,683 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 304,537
Change-304,537 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 302,272
Change-302,272 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 294,483
Change-294,483 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 290,971
Change-290,971 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 288,481
Change-288,481 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 287,699
Change-287,699 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 275,818
Change-275,818 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 274,693
Change-274,693 (-100%)
Value—
Anther Capital Ltd
N/A
Shares— from 272,408
Change-272,408 (-100%)
Value—
Fred Alger Management, LLC
N/A
Shares— from 267,881
Change-267,881 (-100%)
Value—
Lansforsakringar Fondforvaltning AB (publ)
N/A
Shares— from 259,095
Change-259,095 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 257,239
Change-257,239 (-100%)
Value—
Vinva Investment Management Ltd
N/A
Shares— from 254,244
Change-254,244 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 254,095
Change-254,095 (-100%)
Value—
Lord, Abbett & Co. LLC
N/A
Shares— from 253,579
Change-253,579 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 253,106
Change-253,106 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 251,329
Change-251,329 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 230,359
Change-230,359 (-100%)
Value—
Westfield Capital Management Co LP
N/A
Shares— from 228,203
Change-228,203 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 225,571
Change-225,571 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 224,592
Change-224,592 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 224,073
Change-224,073 (-100%)
Value—
Capital International, Inc.
N/A
Shares— from 221,600
Change-221,600 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 218,749
Change-218,749 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 216,617
Change-216,617 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 214,739
Change-214,739 (-100%)
Value—
&partners
N/A
Shares— from 214,598
Change-214,598 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 211,580
Change-211,580 (-100%)
Value—
Altimeter Capital Management, LP
N/A
Shares— from 209,520
Change-209,520 (-100%)
Value—
Life Cycle Investment Partners Ltd
N/A
Shares— from 207,664
Change-207,664 (-100%)
Value—
Zurich Insurance Group Ltd
N/A
Shares— from 206,118
Change-206,118 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 204,848
Change-204,848 (-100%)
Value—
Jupiter Asset Management LTD
N/A
Shares— from 204,104
Change-204,104 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 202,775
Change-202,775 (-100%)
Value—
Gilder Gagnon Howe & Co LLC
N/A
Shares— from 201,645
Change-201,645 (-100%)
Value—
Mediolanum International Funds Ltd
N/A
Shares— from 199,270
Change-199,270 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 198,635
Change-198,635 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 195,109
Change-195,109 (-100%)
Value—
Artisan Partners Limited Partnership
N/A
Shares— from 186,067
Change-186,067 (-100%)
Value—
WS Management Lllp
N/A
Shares— from 184,025
Change-184,025 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 183,867
Change-183,867 (-100%)
Value—
BIT Capital GmbH
N/A
Shares— from 183,294
Change-183,294 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 180,196
Change-180,196 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 179,762
Change-179,762 (-100%)
Value—
Capital International Sarl
N/A
Shares— from 176,216
Change-176,216 (-100%)
Value—
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
N/A
Shares— from 173,121
Change-173,121 (-100%)
Value—
FIL Ltd
N/A
Shares— from 171,223
Change-171,223 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 171,152
Change-171,152 (-100%)
Value—
Andra Ap-fonden
N/A
Shares— from 169,962
Change-169,962 (-100%)
Value—
Outlook Capital Management, LLC
N/A
Shares— from 169,848
Change-169,848 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 169,076
Change-169,076 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 169,072
Change-169,072 (-100%)
Value—
Atalanta Sosnoff Capital, LLC
N/A
Shares— from 168,134
Change-168,134 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 162,815
Change-162,815 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 162,767
Change-162,767 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 162,547
Change-162,547 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 162,257
Change-162,257 (-100%)
Value—
Ilmarinen Mutual Pension Insurance Co
N/A
Shares— from 160,806
Change-160,806 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 159,109
Change-159,109 (-100%)
Value—
Prudential PLC
N/A
Shares— from 152,346
Change-152,346 (-100%)
Value—
Marsico Capital Management LLC
N/A
Shares— from 152,017
Change-152,017 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 141,607
Change-141,607 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 141,535
Change-141,535 (-100%)
Value—
Sculptor Capital LP
N/A
Shares— from 140,000
Change-140,000 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 138,520
Change-138,520 (-100%)
Value—
Varma Mutual Pension Insurance Co
N/A
Shares— from 138,071
Change-138,071 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 138,049
Change-138,049 (-100%)
Value—
CTC LLC
N/A
Shares— from 137,820
Change-137,820 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 136,773
Change-136,773 (-100%)
Value—
Crosslink Capital Inc
N/A
Shares— from 136,205
Change-136,205 (-100%)
Value—
Cornerstone Investment Partners, LLC
N/A
Shares— from 134,961
Change-134,961 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 134,862
Change-134,862 (-100%)
Value—
NWI Management LP
N/A
Shares— from 134,400
Change-134,400 (-100%)
Value—
Step Capital Management Pte. Ltd.
N/A
Shares— from 132,500
Change-132,500 (-100%)
Value—
Gendell Jeffrey L
N/A
Shares— from 130,000
Change-130,000 (-100%)
Value—
Harvest Fund Management Co., Ltd
N/A
Shares— from 127,914
Change-127,914 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 127,169
Change-127,169 (-100%)
Value—
Danica Pension, Livsforsikringsaktieselskab
N/A
Shares— from 125,898
Change-125,898 (-100%)
Value—
Ursa Fund Management, LLC
N/A
Shares— from 125,000
Change-125,000 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 120,096
Change-120,096 (-100%)
Value—
Analog Century Management LP
N/A
Shares— from 119,129
Change-119,129 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 118,678
Change-118,678 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 118,220
Change-118,220 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 118,034
Change-118,034 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 116,666
Change-116,666 (-100%)
Value—
Trybe Capital Management LP
N/A
Shares— from 116,359
Change-116,359 (-100%)
Value—
Employees Retirement System of Texas
N/A
Shares— from 115,273
Change-115,273 (-100%)
Value—
Hamilton Capital Partners Inc.
N/A
Shares— from 114,949
Change-114,949 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 113,368
Change-113,368 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 112,800
Change-112,800 (-100%)
Value—
Main Street Research LLC
N/A
Shares— from 108,636
Change-108,636 (-100%)
Value—
Allstate Corp
N/A
Shares— from 107,578
Change-107,578 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 106,659
Change-106,659 (-100%)
Value—
Milford Funds LTD
N/A
Shares— from 106,516
Change-106,516 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 105,306
Change-105,306 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 103,928
Change-103,928 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 102,693
Change-102,693 (-100%)
Value—
LGT Group Foundation
N/A
Shares— from 102,080
Change-102,080 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 101,874
Change-101,874 (-100%)
Value—
Alberta Investment Management Corp
N/A
Shares— from 100,000
Change-100,000 (-100%)
Value—
Munro Partners
N/A
Shares— from 99,985
Change-99,985 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 98,418
Change-98,418 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 97,000
Change-97,000 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 92,332
Change-92,332 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 92,226
Change-92,226 (-100%)
Value—
BNP Paribas
N/A
Shares— from 92,176
Change-92,176 (-100%)
Value—
Groupe la Francaise
N/A
Shares— from 91,842
Change-91,842 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 91,513
Change-91,513 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 90,864
Change-90,864 (-100%)
Value—
Square Wave Capital, LLC
N/A
Shares— from 89,600
Change-89,600 (-100%)
Value—
Horiko Capital Management LLC
N/A
Shares— from 89,553
Change-89,553 (-100%)
Value—
Mizuho Securities USA LLC
N/A
Shares— from 88,289
Change-88,289 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 87,269
Change-87,269 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 86,756
Change-86,756 (-100%)
Value—
Commerce Bank
N/A
Shares— from 86,245
Change-86,245 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 84,726
Change-84,726 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 82,226
Change-82,226 (-100%)
Value—
Elo Mutual Pension Insurance Co
N/A
Shares— from 81,191
Change-81,191 (-100%)
Value—
Defiance ETFs, LLC
N/A
Shares— from 79,599
Change-79,599 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 78,484
Change-78,484 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 77,888
Change-77,888 (-100%)
Value—
Holocene Advisors, LP
N/A
Shares— from 77,319
Change-77,319 (-100%)
Value—
Capital International LTD
N/A
Shares— from 73,725
Change-73,725 (-100%)
Value—
Mizuho Markets Americas LLC
N/A
Shares— from 72,973
Change-72,973 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 72,926
Change-72,926 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 71,657
Change-71,657 (-100%)
Value—
California First Leasing Corp
N/A
Shares— from 71,628
Change-71,628 (-100%)
Value—
Kentucky Retirement Systems
N/A
Shares— from 70,538
Change-70,538 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 70,284
Change-70,284 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 70,106
Change-70,106 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 69,460
Change-69,460 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 68,107
Change-68,107 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 67,345
Change-67,345 (-100%)
Value—
Homestead Advisers Corp
N/A
Shares— from 67,300
Change-67,300 (-100%)
Value—
Alphadyne Asset Management LP
N/A
Shares— from 67,132
Change-67,132 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 66,269
Change-66,269 (-100%)
Value—
Dnca Finance
N/A
Shares— from 66,243
Change-66,243 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 64,201
Change-64,201 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 63,727
Change-63,727 (-100%)
Value—
Crake Asset Management LLP
N/A
Shares— from 63,000
Change-63,000 (-100%)
Value—
LGT Fund Management Co Ltd.
N/A
Shares— from 62,213
Change-62,213 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 61,796
Change-61,796 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 61,064
Change-61,064 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 60,173
Change-60,173 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 60,010
Change-60,010 (-100%)
Value—
KCM Capital Inc
N/A
Shares— from 60,000
Change-60,000 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 59,834
Change-59,834 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 59,026
Change-59,026 (-100%)
Value—
Lombard Odier Asset Management (Switzerland) SA
N/A
Shares— from 58,935
Change-58,935 (-100%)
Value—
Taikang Asset Management (Hong Kong) Co Ltd
N/A
Shares— from 58,606
Change-58,606 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 58,337
Change-58,337 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 58,328
Change-58,328 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 58,236
Change-58,236 (-100%)
Value—
Wesleyan Assurance Society
N/A
Shares— from 58,030
Change-58,030 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 57,556
Change-57,556 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 56,159
Change-56,159 (-100%)
Value—
VAN Lanschot Kempen Investment Management N.V.
N/A
Shares— from 55,931
Change-55,931 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 55,555
Change-55,555 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 55,491
Change-55,491 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 55,437
Change-55,437 (-100%)
Value—
Davidson Kempner Capital Management LP
N/A
Shares— from 55,000
Change-55,000 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 54,792
Change-54,792 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 54,525
Change-54,525 (-100%)
Value—
Contrarius Group Holdings Ltd
N/A
Shares— from 54,113
Change-54,113 (-100%)
Value—
Mark Asset Management LP
N/A
Shares— from 53,932
Change-53,932 (-100%)
Value—
Rokos Capital Management LLP
N/A
Shares— from 53,644
Change-53,644 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 53,538
Change-53,538 (-100%)
Value—
Boundless Plain Holdings Ltd
N/A
Shares— from 53,346
Change-53,346 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 53,230
Change-53,230 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 53,208
Change-53,208 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 53,106
Change-53,106 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 53,048
Change-53,048 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 52,873
Change-52,873 (-100%)
Value—
Proem Advisors LLC
N/A
Shares— from 52,000
Change-52,000 (-100%)
Value—
Wedbush Fund Advisers, LLC
N/A
Shares— from 51,408
Change-51,408 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 51,389
Change-51,389 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 51,025
Change-51,025 (-100%)
Value—
German American Bancorp, Inc.
N/A
Shares— from 50,603
Change-50,603 (-100%)
Value—
Harbor Advisors LLC
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 48,762
Change-48,762 (-100%)
Value—
Itau Unibanco Holding S.A.
N/A
Shares— from 48,335
Change-48,335 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 47,110
Change-47,110 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 47,043
Change-47,043 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 46,996
Change-46,996 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 46,817
Change-46,817 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 46,558
Change-46,558 (-100%)
Value—
Hodges Capital Management Inc.
N/A
Shares— from 45,882
Change-45,882 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 45,550
Change-45,550 (-100%)
Value—
Mubadala Investment Co Pjsc
N/A
Shares— from 45,451
Change-45,451 (-100%)
Value—
Thames Capital Management LLC
N/A
Shares— from 45,388
Change-45,388 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 45,374
Change-45,374 (-100%)
Value—
Avalon Global Asset Management LLC
N/A
Shares— from 44,660
Change-44,660 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 43,759
Change-43,759 (-100%)
Value—
NS Partners Ltd
N/A
Shares— from 43,692
Change-43,692 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 43,545
Change-43,545 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 43,347
Change-43,347 (-100%)
Value—
Bamco Inc
N/A
Shares— from 43,335
Change-43,335 (-100%)
Value—
Himension Capital (Singapore) Pte. Ltd.
N/A
Shares— from 42,749
Change-42,749 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 42,474
Change-42,474 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 42,466
Change-42,466 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 42,118
Change-42,118 (-100%)
Value—
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
N/A
Shares— from 41,020
Change-41,020 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 40,806
Change-40,806 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 40,561
Change-40,561 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 40,392
Change-40,392 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 40,101
Change-40,101 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 39,606
Change-39,606 (-100%)
Value—
BW Gestao de Investimentos Ltda.
N/A
Shares— from 39,210
Change-39,210 (-100%)
Value—
Timber Creek Capital Management LLC
N/A
Shares— from 39,142
Change-39,142 (-100%)
Value—
Central Asset Investments & Management Holdings (HK) Ltd
N/A
Shares— from 38,918
Change-38,918 (-100%)
Value—
Siemens Fonds Invest GmbH
N/A
Shares— from 38,592
Change-38,592 (-100%)
Value—
Harvest Portfolios Group Inc.
N/A
Shares— from 38,279
Change-38,279 (-100%)
Value—
Empirical Finance, LLC
N/A
Shares— from 38,219
Change-38,219 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 38,116
Change-38,116 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 38,073
Change-38,073 (-100%)
Value—
SIH Partners, Lllp
N/A
Shares— from 37,831
Change-37,831 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 37,830
Change-37,830 (-100%)
Value—
Canada Post Corp Registered Pension Plan
N/A
Shares— from 37,462
Change-37,462 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 37,110
Change-37,110 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 36,952
Change-36,952 (-100%)
Value—
Soros Capital Management LLC
N/A
Shares— from 36,780
Change-36,780 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 36,157
Change-36,157 (-100%)
Value—
Allianz SE
N/A
Shares— from 35,710
Change-35,710 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 35,654
Change-35,654 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 35,313
Change-35,313 (-100%)
Value—
NFJ Investment Group, LLC
N/A
Shares— from 34,449
Change-34,449 (-100%)
Value—
Perseverance Asset Management International
N/A
Shares— from 34,417
Change-34,417 (-100%)
Value—
Mufg Securities Americas Inc.
N/A
Shares— from 33,966
Change-33,966 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 33,819
Change-33,819 (-100%)
Value—
Sienna Gestion
N/A
Shares— from 33,732
Change-33,732 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 33,627
Change-33,627 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 33,356
Change-33,356 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 33,134
Change-33,134 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 32,847
Change-32,847 (-100%)
Value—
Berkshire Capital Holdings Inc
N/A
Shares— from 32,790
Change-32,790 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 32,508
Change-32,508 (-100%)
Value—
Tairen Capital Ltd
N/A
Shares— from 31,805
Change-31,805 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 31,662
Change-31,662 (-100%)
Value—
Trans-Canada Capital Inc.
N/A
Shares— from 31,560
Change-31,560 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 31,396
Change-31,396 (-100%)
Value—
Thornburg Investment Management Inc
N/A
Shares— from 31,289
Change-31,289 (-100%)
Value—
South Dakota Investment Council
N/A
Shares— from 31,275
Change-31,275 (-100%)
Value—
Capital Wealth Planning, LLC
N/A
Shares— from 31,122
Change-31,122 (-100%)
Value—
Parus Finance (UK) Ltd
N/A
Shares— from 31,113
Change-31,113 (-100%)
Value—
Nan Shan Life Insurance Co., Ltd.
N/A
Shares— from 30,589
Change-30,589 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 30,496
Change-30,496 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 30,427
Change-30,427 (-100%)
Value—
Impax Asset Management Group plc
N/A
Shares— from 30,269
Change-30,269 (-100%)
Value—
Osmosis Investment Management UK Ltd
N/A
Shares— from 30,183
Change-30,183 (-100%)
Value—
Rheos Capital Works Inc.
N/A
Shares— from 30,000
Change-30,000 (-100%)
Value—
Polymer Capital Management (HK) LTD
N/A
Shares— from 29,958
Change-29,958 (-100%)
Value—
ABN Amro Bank N.V.
N/A
Shares— from 29,372
Change-29,372 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 29,371
Change-29,371 (-100%)
Value—
Kentucky Retirement Systems Insurance Trust Fund
N/A
Shares— from 29,272
Change-29,272 (-100%)
Value—
Titan Global Capital Management USA LLC
N/A
Shares— from 29,255
Change-29,255 (-100%)
Value—
First Long Island Investors, LLC
N/A
Shares— from 29,207
Change-29,207 (-100%)
Value—
Meridiem Capital Partners LP
N/A
Shares— from 29,178
Change-29,178 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 29,030
Change-29,030 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 28,945
Change-28,945 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 28,433
Change-28,433 (-100%)
Value—
South Street Advisors LLC
N/A
Shares— from 28,078
Change-28,078 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 27,995
Change-27,995 (-100%)
Value—
Managed Asset Portfolios, LLC
N/A
Shares— from 27,589
Change-27,589 (-100%)
Value—
Mane Global Capital Management LP
N/A
Shares— from 27,567
Change-27,567 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 27,476
Change-27,476 (-100%)
Value—
Lombard Odier Asset Management (Europe) Ltd
N/A
Shares— from 27,334
Change-27,334 (-100%)
Value—
Tortoise Capital Advisors, L.L.C.
N/A
Shares— from 27,310
Change-27,310 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 26,963
Change-26,963 (-100%)
Value—
Wahed Invest LLC
N/A
Shares— from 26,826
Change-26,826 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 26,718
Change-26,718 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 26,696
Change-26,696 (-100%)
Value—
Stony Point Capital LLC
N/A
Shares— from 26,667
Change-26,667 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 26,652
Change-26,652 (-100%)
Value—
Campbell Capital Management Inc
N/A
Shares— from 26,199
Change-26,199 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 26,154
Change-26,154 (-100%)
Value—
Beck Capital Management, LLC
N/A
Shares— from 26,089
Change-26,089 (-100%)
Value—
Alyeska Investment Group, L.P.
N/A
Shares— from 25,957
Change-25,957 (-100%)
Value—
Valueworks LLC
N/A
Shares— from 25,667
Change-25,667 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 25,261
Change-25,261 (-100%)
Value—
Monolith Management Ltd
N/A
Shares— from 25,240
Change-25,240 (-100%)
Value—
Maytus Capital Management, LLC
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
Riposte Capital LLC
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
Golden Unicorn (BVI) Ltd
N/A
Shares— from 24,793
Change-24,793 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 24,609
Change-24,609 (-100%)
Value—
Westpac Banking Corp
N/A
Shares— from 24,579
Change-24,579 (-100%)
Value—
Liontrust Investment Partners LLP
N/A
Shares— from 24,478
Change-24,478 (-100%)
Value—
Ravenswood Partners LP
N/A
Shares— from 24,095
Change-24,095 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 24,010
Change-24,010 (-100%)
Value—
Unisphere Establishment
N/A
Shares— from 23,900
Change-23,900 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 23,601
Change-23,601 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 23,563
Change-23,563 (-100%)
Value—
Readystate Asset Management LP
N/A
Shares— from 23,527
Change-23,527 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 23,343
Change-23,343 (-100%)
Value—
Positano Wealth Management Ltd
N/A
Shares— from 23,114
Change-23,114 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 22,879
Change-22,879 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 22,779
Change-22,779 (-100%)
Value—
SummitTX Capital, L.P.
N/A
Shares— from 22,430
Change-22,430 (-100%)
Value—
Soros Fund Management LLC
N/A
Shares— from 22,422
Change-22,422 (-100%)
Value—
Shapiro Capital Management LLC
N/A
Shares— from 22,369
Change-22,369 (-100%)
Value—
CastleKnight Management LP
N/A
Shares— from 22,200
Change-22,200 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 22,181
Change-22,181 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 21,967
Change-21,967 (-100%)
Value—
Byrne Financial Freedom, LLC
N/A
Shares— from 21,870
Change-21,870 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 21,838
Change-21,838 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 21,650
Change-21,650 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 21,644
Change-21,644 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 21,329
Change-21,329 (-100%)
Value—
Riverview Capital Advisers, LLC
N/A
Shares— from 21,250
Change-21,250 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 21,164
Change-21,164 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 21,099
Change-21,099 (-100%)
Value—
Headwater Capital Co Ltd
N/A
Shares— from 21,000
Change-21,000 (-100%)
Value—
Runnymede Capital Advisors, Inc.
N/A
Shares— from 20,477
Change-20,477 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 20,408
Change-20,408 (-100%)
Value—
Game Creek Capital, LP
N/A
Shares— from 20,176
Change-20,176 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 20,015
Change-20,015 (-100%)
Value—
Navellier & Associates Inc
N/A
Shares— from 19,915
Change-19,915 (-100%)
Value—
Strategic Global Advisors, LLC
N/A
Shares— from 19,820
Change-19,820 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 19,781
Change-19,781 (-100%)
Value—
Talos Eurisko Asset Management LP
N/A
Shares— from 19,764
Change-19,764 (-100%)
Value—
First Washington Corp
N/A
Shares— from 19,657
Change-19,657 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 19,593
Change-19,593 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 19,318
Change-19,318 (-100%)
Value—
Caisse DES Depots ET Consignations
N/A
Shares— from 19,220
Change-19,220 (-100%)
Value—
Blackstone Inc.
N/A
Shares— from 19,206
Change-19,206 (-100%)
Value—
Summit Street Capital Management, LLC
N/A
Shares— from 19,018
Change-19,018 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 18,787
Change-18,787 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 18,688
Change-18,688 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 18,394
Change-18,394 (-100%)
Value—
Z3 Capital Partners, LLC
N/A
Shares— from 18,292
Change-18,292 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 18,248
Change-18,248 (-100%)
Value—
Eventide Asset Management, LLC
N/A
Shares— from 18,164
Change-18,164 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 18,033
Change-18,033 (-100%)
Value—
Pentwater Capital Management LP
N/A
Shares— from 18,000
Change-18,000 (-100%)
Value—
Algert Global LLC
N/A
Shares— from 17,992
Change-17,992 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 17,920
Change-17,920 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 17,862
Change-17,862 (-100%)
Value—
Platinum Investment Management LTD
N/A
Shares— from 17,782
Change-17,782 (-100%)
Value—
NatWest Group plc
N/A
Shares— from 17,483
Change-17,483 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 17,451
Change-17,451 (-100%)
Value—
Marathon Trading Investment Management LLC
N/A
Shares— from 17,417
Change-17,417 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 17,130
Change-17,130 (-100%)
Value—
SPX Gestao de Recursos Ltda
N/A
Shares— from 17,083
Change-17,083 (-100%)
Value—
Grand Alliance Asset Management Ltd
N/A
Shares— from 17,000
Change-17,000 (-100%)
Value—
Steamboat Capital Partners, LLC
N/A
Shares— from 16,806
Change-16,806 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 16,756
Change-16,756 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 16,754
Change-16,754 (-100%)
Value—
Twin Capital Management Inc
N/A
Shares— from 16,667
Change-16,667 (-100%)
Value—
Capital Group Investment Management Pte. Ltd.
N/A
Shares— from 16,189
Change-16,189 (-100%)
Value—
Insight Holdings Group, LLC
N/A
Shares— from 16,185
Change-16,185 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 16,182
Change-16,182 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 16,036
Change-16,036 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 15,944
Change-15,944 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 15,902
Change-15,902 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 15,832
Change-15,832 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 15,814
Change-15,814 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 15,753
Change-15,753 (-100%)
Value—
Howard Hughes Medical Institute
N/A
Shares— from 15,704
Change-15,704 (-100%)
Value—
Octahedron Capital Management L.P.
N/A
Shares— from 15,700
Change-15,700 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 15,661
Change-15,661 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 15,484
Change-15,484 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 15,275
Change-15,275 (-100%)
Value—
Sassicaia Capital Advisers LLC
N/A
Shares— from 15,115
Change-15,115 (-100%)
Value—
Peregrine Investment Management Inc
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Telligent Fund, LP
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 14,927
Change-14,927 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 14,845
Change-14,845 (-100%)
Value—
Hillsdale Investment Management Inc.
N/A
Shares— from 14,810
Change-14,810 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 14,756
Change-14,756 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 14,617
Change-14,617 (-100%)
Value—
Horizon Investment Services, LLC
N/A
Shares— from 14,583
Change-14,583 (-100%)
Value—
Caxton Associates LLP
N/A
Shares— from 14,481
Change-14,481 (-100%)
Value—
Krane Funds Advisors LLC
N/A
Shares— from 14,468
Change-14,468 (-100%)
Value—
Westbourne Investments, Inc.
N/A
Shares— from 14,315
Change-14,315 (-100%)
Value—
Iyo Bank, Ltd.
N/A
Shares— from 14,298
Change-14,298 (-100%)
Value—
Mirova
N/A
Shares— from 14,267
Change-14,267 (-100%)
Value—
Cornerstone Select Advisors, LLC
N/A
Shares— from 14,227
Change-14,227 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 14,161
Change-14,161 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 14,069
Change-14,069 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 14,033
Change-14,033 (-100%)
Value—
X-Square Capital, LLC
N/A
Shares— from 14,017
Change-14,017 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 14,016
Change-14,016 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 13,926
Change-13,926 (-100%)
Value—
Sora Investors LLC
N/A
Shares— from 13,875
Change-13,875 (-100%)
Value—
CIM Investment Management Inc
N/A
Shares— from 13,717
Change-13,717 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 13,560
Change-13,560 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 13,496
Change-13,496 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 13,312
Change-13,312 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 13,309
Change-13,309 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 13,084
Change-13,084 (-100%)
Value—
DV Equities, LLC
N/A
Shares— from 13,025
Change-13,025 (-100%)
Value—
Ratan Capital Management LP
N/A
Shares— from 13,000
Change-13,000 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 12,756
Change-12,756 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 12,701
Change-12,701 (-100%)
Value—
Precision Wealth Strategies, LLC
N/A
Shares— from 12,584
Change-12,584 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 12,549
Change-12,549 (-100%)
Value—
Ogborne Capital Management, LLC
N/A
Shares— from 12,500
Change-12,500 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 12,480
Change-12,480 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 12,469
Change-12,469 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 12,389
Change-12,389 (-100%)
Value—
Ossiam
N/A
Shares— from 12,382
Change-12,382 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 12,377
Change-12,377 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 12,303
Change-12,303 (-100%)
Value—
Aristotle Atlantic Partners, LLC
N/A
Shares— from 12,299
Change-12,299 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 12,164
Change-12,164 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 12,163
Change-12,163 (-100%)
Value—
Meiji Yasuda Life Insurance Co
N/A
Shares— from 12,092
Change-12,092 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 12,006
Change-12,006 (-100%)
Value—
Cobalt Capital Management, Inc.
N/A
Shares— from 12,000
Change-12,000 (-100%)
Value—
Formula Growth LTD
N/A
Shares— from 12,000
Change-12,000 (-100%)
Value—
Watchtower Advisors, LP
N/A
Shares— from 12,000
Change-12,000 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 11,903
Change-11,903 (-100%)
Value—
Longbow Finance SA
N/A
Shares— from 11,855
Change-11,855 (-100%)
Value—
Onex Canada Asset Management Inc.
N/A
Shares— from 11,768
Change-11,768 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 11,664
Change-11,664 (-100%)
Value—
Main Management ETF Advisors, LLC
N/A
Shares— from 11,574
Change-11,574 (-100%)
Value—
Armistice Capital, LLC
N/A
Shares— from 11,567
Change-11,567 (-100%)
Value—
Stephens Inc
N/A
Shares— from 11,546
Change-11,546 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 11,485
Change-11,485 (-100%)
Value—
CIM, LLC
N/A
Shares— from 11,447
Change-11,447 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 11,444
Change-11,444 (-100%)
Value—
Chase Investment Counsel Corp
N/A
Shares— from 11,335
Change-11,335 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 11,291
Change-11,291 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 11,265
Change-11,265 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 11,261
Change-11,261 (-100%)
Value—
Affinity Investment Advisors, LLC
N/A
Shares— from 11,191
Change-11,191 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 11,113
Change-11,113 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 11,065
Change-11,065 (-100%)
Value—
Quest Investment Management LLC
N/A
Shares— from 10,857
Change-10,857 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 10,819
Change-10,819 (-100%)
Value—
VR Advisory Services Ltd
N/A
Shares— from 10,750
Change-10,750 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 10,629
Change-10,629 (-100%)
Value—
Seaview Investment Managers LLC
N/A
Shares— from 10,477
Change-10,477 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 10,476
Change-10,476 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 10,459
Change-10,459 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 10,131
Change-10,131 (-100%)
Value—
Dark Forest Capital Management LP
N/A
Shares— from 10,106
Change-10,106 (-100%)
Value—
Concentrum Wealth Management
N/A
Shares— from 10,093
Change-10,093 (-100%)
Value—
Benchmark Investment Advisors LLC
N/A
Shares— from 10,037
Change-10,037 (-100%)
Value—
Clearline Capital LP
N/A
Shares— from 10,003
Change-10,003 (-100%)
Value—
Panoramic Capital, LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Styrax Capital, LP
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 9,973
Change-9,973 (-100%)
Value—
EFG International AG
N/A
Shares— from 9,937
Change-9,937 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 9,915
Change-9,915 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 9,890
Change-9,890 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 9,822
Change-9,822 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 9,736
Change-9,736 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 9,635
Change-9,635 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 9,634
Change-9,634 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 9,633
Change-9,633 (-100%)
Value—
Broadleaf Partners, LLC
N/A
Shares— from 9,622
Change-9,622 (-100%)
Value—
Kultura Capital Management LP
N/A
Shares— from 9,500
Change-9,500 (-100%)
Value—
Hel Ved Capital Management Ltd
N/A
Shares— from 9,480
Change-9,480 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 9,453
Change-9,453 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 9,409
Change-9,409 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 9,255
Change-9,255 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 9,233
Change-9,233 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 9,168
Change-9,168 (-100%)
Value—
Simmons Bank
N/A
Shares— from 9,161
Change-9,161 (-100%)
Value—
Corsair Capital Management, L.P.
N/A
Shares— from 9,001
Change-9,001 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 8,992
Change-8,992 (-100%)
Value—
LEE Johnson Capital Management, LLC
N/A
Shares— from 8,972
Change-8,972 (-100%)
Value—
Osterweis Capital Management Inc
N/A
Shares— from 8,964
Change-8,964 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 8,955
Change-8,955 (-100%)
Value—
SBI Okasan Asset Management Co.Ltd.
N/A
Shares— from 8,905
Change-8,905 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 8,871
Change-8,871 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 8,785
Change-8,785 (-100%)
Value—
Hidden Lake Asset Management LP
N/A
Shares— from 8,683
Change-8,683 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 8,674
Change-8,674 (-100%)
Value—
Explore Capital Management, LLC
N/A
Shares— from 8,630
Change-8,630 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 8,514
Change-8,514 (-100%)
Value—
Night Squared LP
N/A
Shares— from 8,505
Change-8,505 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 8,505
Change-8,505 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 8,495
Change-8,495 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 8,464
Change-8,464 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 8,401
Change-8,401 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 8,388
Change-8,388 (-100%)
Value—
Ostrum Asset Management
N/A
Shares— from 8,308
Change-8,308 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 8,232
Change-8,232 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 8,148
Change-8,148 (-100%)
Value—
First National Advisers, LLC
N/A
Shares— from 8,140
Change-8,140 (-100%)
Value—
Science & Technology Partners, L.P.
N/A
Shares— from 8,062
Change-8,062 (-100%)
Value—
River Road Asset Management, LLC
N/A
Shares— from 8,018
Change-8,018 (-100%)
Value—
Baader Bank Aktiengesellschaft
N/A
Shares— from 8,007
Change-8,007 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 7,982
Change-7,982 (-100%)
Value—
Castleark Management LLC
N/A
Shares— from 7,890
Change-7,890 (-100%)
Value—
Commerzbank Aktiengesellschaft
N/A
Shares— from 7,881
Change-7,881 (-100%)
Value—
Fox Hill Wealth Management
N/A
Shares— from 7,875
Change-7,875 (-100%)
Value—
Totem Point Management, LLC
N/A
Shares— from 7,800
Change-7,800 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 7,796
Change-7,796 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 7,664
Change-7,664 (-100%)
Value—
Parkwood LLC
N/A
Shares— from 7,661
Change-7,661 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 7,589
Change-7,589 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 7,584
Change-7,584 (-100%)
Value—
Williamson Legacy Group, LLC
N/A
Shares— from 7,570
Change-7,570 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 7,542
Change-7,542 (-100%)
Value—
Sound Capital Solutions LLC
N/A
Shares— from 7,542
Change-7,542 (-100%)
Value—
Optimize Financial Inc.
N/A
Shares— from 7,542
Change-7,542 (-100%)
Value—
Bellars Harris Wealth Management, LLC
N/A
Shares— from 7,535
Change-7,535 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 7,387
Change-7,387 (-100%)
Value—
Emerald Investment Advisers, LLC
N/A
Shares— from 7,369
Change-7,369 (-100%)
Value—
Henson-Edgewater Management, LLC
N/A
Shares— from 7,348
Change-7,348 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 7,343
Change-7,343 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 7,234
Change-7,234 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 7,131
Change-7,131 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 7,032
Change-7,032 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 6,908
Change-6,908 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 6,900
Change-6,900 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 6,894
Change-6,894 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 6,877
Change-6,877 (-100%)
Value—
Nicholas Investment Partners, LP
N/A
Shares— from 6,861
Change-6,861 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 6,814
Change-6,814 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 6,761
Change-6,761 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 6,750
Change-6,750 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 6,705
Change-6,705 (-100%)
Value—
Cercano Management LLC
N/A
Shares— from 6,704
Change-6,704 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 6,656
Change-6,656 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 6,553
Change-6,553 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 6,532
Change-6,532 (-100%)
Value—
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
N/A
Shares— from 6,519
Change-6,519 (-100%)
Value—
Denali Advisors LLC
N/A
Shares— from 6,380
Change-6,380 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 6,354
Change-6,354 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 6,348
Change-6,348 (-100%)
Value—
Calydon Capital
N/A
Shares— from 6,321
Change-6,321 (-100%)
Value—
RD Lewis Holdings, Inc.
N/A
Shares— from 6,316
Change-6,316 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 6,292
Change-6,292 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 6,256
Change-6,256 (-100%)
Value—
PBCay One RSC Ltd
N/A
Shares— from 6,240
Change-6,240 (-100%)
Value—
Spear Holdings RSC Ltd
N/A
Shares— from 6,240
Change-6,240 (-100%)
Value—
Samlyn Capital, LLC
N/A
Shares— from 6,233
Change-6,233 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 6,228
Change-6,228 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 6,072
Change-6,072 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 5,988
Change-5,988 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 5,954
Change-5,954 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 5,948
Change-5,948 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 5,880
Change-5,880 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 5,874
Change-5,874 (-100%)
Value—
Bellwether Advisors, LLC
N/A
Shares— from 5,843
Change-5,843 (-100%)
Value—
Cumberland Partners Ltd
N/A
Shares— from 5,826
Change-5,826 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 5,817
Change-5,817 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 5,807
Change-5,807 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 5,792
Change-5,792 (-100%)
Value—
Fora Capital, LLC
N/A
Shares— from 5,729
Change-5,729 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 5,700
Change-5,700 (-100%)
Value—
First Dallas Securities Inc.
N/A
Shares— from 5,695
Change-5,695 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 5,671
Change-5,671 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 5,632
Change-5,632 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 5,573
Change-5,573 (-100%)
Value—
Mokan Wealth Management Inc.
N/A
Shares— from 5,566
Change-5,566 (-100%)
Value—
LRT Capital Management, LLC
N/A
Shares— from 5,522
Change-5,522 (-100%)
Value—
Chesapeake Capital Corp
N/A
Shares— from 5,495
Change-5,495 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 5,473
Change-5,473 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 5,471
Change-5,471 (-100%)
Value—
Optas, LLC
N/A
Shares— from 5,441
Change-5,441 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 5,398
Change-5,398 (-100%)
Value—
Eaton Financial Holdings Company, LLC
N/A
Shares— from 5,375
Change-5,375 (-100%)
Value—
Castlefield Investment Partners LLP
N/A
Shares— from 5,362
Change-5,362 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 5,338
Change-5,338 (-100%)
Value—
Varenne Capital Partners
N/A
Shares— from 5,305
Change-5,305 (-100%)
Value—
Ai-Squared Management Ltd
N/A
Shares— from 5,300
Change-5,300 (-100%)
Value—
Anson Funds Management LPA
N/A
Shares— from 5,300
Change-5,300 (-100%)
Value—
Sharpepoint LLC
N/A
Shares— from 5,273
Change-5,273 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 5,220
Change-5,220 (-100%)
Value—
Hurricane Capital Advisors LLC
N/A
Shares— from 5,204
Change-5,204 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 5,180
Change-5,180 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 5,127
Change-5,127 (-100%)
Value—
Selkirk Management LLC
N/A
Shares— from 5,100
Change-5,100 (-100%)
Value—
Systematic Alpha Investments, LLC
N/A
Shares— from 5,091
Change-5,091 (-100%)
Value—
Menard Financial Group LLC
N/A
Shares— from 5,077
Change-5,077 (-100%)
Value—
Harvey Capital Management Inc
N/A
Shares— from 5,073
Change-5,073 (-100%)
Value—
Stansberry Asset Management, LLC
N/A
Shares— from 5,067
Change-5,067 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 5,055
Change-5,055 (-100%)
Value—
Alight Capital Management LP
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
RK Capital Management, LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
EWA, LLC
N/A
Shares— from 4,945
Change-4,945 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 4,927
Change-4,927 (-100%)
Value—
E20 Capital Ltd
N/A
Shares— from 4,840
Change-4,840 (-100%)
Value—
Nwam LLC
N/A
Shares— from 4,825
Change-4,825 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 4,825
Change-4,825 (-100%)
Value—
Opal Capital LLC
N/A
Shares— from 4,804
Change-4,804 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 4,784
Change-4,784 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 4,779
Change-4,779 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 4,754
Change-4,754 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 4,723
Change-4,723 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 4,671
Change-4,671 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 4,664
Change-4,664 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 4,640
Change-4,640 (-100%)
Value—
Twin Tree Management, LP
N/A
Shares— from 4,632
Change-4,632 (-100%)
Value—
Mozayyx Management LLC
N/A
Shares— from 4,630
Change-4,630 (-100%)
Value—
FirstWave Capital Management LLC
N/A
Shares— from 4,612
Change-4,612 (-100%)
Value—
JAT Capital Mgmt LP
N/A
Shares— from 4,587
Change-4,587 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 4,571
Change-4,571 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 4,570
Change-4,570 (-100%)
Value—
New Vernon Capital Holdings II LLC
N/A
Shares— from 4,559
Change-4,559 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 4,536
Change-4,536 (-100%)
Value—
Shannon River Fund Management LLC
N/A
Shares— from 4,484
Change-4,484 (-100%)
Value—
Concentric Capital Strategies, LP
N/A
Shares— from 4,482
Change-4,482 (-100%)
Value—
Keynote Financial Services LLC
N/A
Shares— from 4,464
Change-4,464 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 4,453
Change-4,453 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 4,433
Change-4,433 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 4,400
Change-4,400 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 4,372
Change-4,372 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 4,362
Change-4,362 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 4,345
Change-4,345 (-100%)
Value—
Kadensa Capital Ltd
N/A
Shares— from 4,342
Change-4,342 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 4,329
Change-4,329 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 4,284
Change-4,284 (-100%)
Value—
Knollwood Investment Advisory, LLC
N/A
Shares— from 4,204
Change-4,204 (-100%)
Value—
All Terrain Financial Advisors, LLC
N/A
Shares— from 4,200
Change-4,200 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 4,194
Change-4,194 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 4,188
Change-4,188 (-100%)
Value—
FWG Holdings, LLC
N/A
Shares— from 4,160
Change-4,160 (-100%)
Value—
PeakShares LLC
N/A
Shares— from 4,116
Change-4,116 (-100%)
Value—
Entropy Technologies, LP
N/A
Shares— from 4,102
Change-4,102 (-100%)
Value—
Summit Wealth Group, LLC
N/A
Shares— from 4,079
Change-4,079 (-100%)
Value—
Atom Investors LP
N/A
Shares— from 4,068
Change-4,068 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 4,023
Change-4,023 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 4,009
Change-4,009 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 4,008
Change-4,008 (-100%)
Value—
Scalar Gauge Management, LLC
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 3,991
Change-3,991 (-100%)
Value—
Stevens Capital Management LP
N/A
Shares— from 3,956
Change-3,956 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 3,953
Change-3,953 (-100%)
Value—
Neo Ivy Capital Management
N/A
Shares— from 3,944
Change-3,944 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 3,912
Change-3,912 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 3,886
Change-3,886 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 3,857
Change-3,857 (-100%)
Value—
Camarda Financial Advisors, LLC
N/A
Shares— from 3,854
Change-3,854 (-100%)
Value—
Taylor Hoffman Capital Management LLC
N/A
Shares— from 3,851
Change-3,851 (-100%)
Value—
Bluefin Capital Management, LLC
N/A
Shares— from 3,849
Change-3,849 (-100%)
Value—
McGowan Group Asset Management, Inc.
N/A
Shares— from 3,843
Change-3,843 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 3,820
Change-3,820 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 3,813
Change-3,813 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 3,811
Change-3,811 (-100%)
Value—
Northstar Financial Companies, Inc.
N/A
Shares— from 3,796
Change-3,796 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 3,789
Change-3,789 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 3,713
Change-3,713 (-100%)
Value—
Monetta Financial Services Inc
N/A
Shares— from 3,700
Change-3,700 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 3,677
Change-3,677 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 3,677
Change-3,677 (-100%)
Value—
Summitry LLC
N/A
Shares— from 3,640
Change-3,640 (-100%)
Value—
Marvin & Palmer Associates Inc
N/A
Shares— from 3,613
Change-3,613 (-100%)
Value—
Raelipskie Partnership
N/A
Shares— from 3,603
Change-3,603 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 3,581
Change-3,581 (-100%)
Value—
Adalta Capital Management LLC
N/A
Shares— from 3,573
Change-3,573 (-100%)
Value—
Mcintyre Freedman & Flynn Investment Advisers Inc
N/A
Shares— from 3,570
Change-3,570 (-100%)
Value—
Avenir Tech Ltd
N/A
Shares— from 3,552
Change-3,552 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 3,528
Change-3,528 (-100%)
Value—
Laffer Tengler Investments, Inc.
N/A
Shares— from 3,526
Change-3,526 (-100%)
Value—
Union Heritage Capital, LLC
N/A
Shares— from 3,525
Change-3,525 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 3,515
Change-3,515 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 3,514
Change-3,514 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 3,511
Change-3,511 (-100%)
Value—
Wealthedge Investment Advisors, LLC
N/A
Shares— from 3,506
Change-3,506 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 3,504
Change-3,504 (-100%)
Value—
Pacific Point Advisors, LLC
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
4D Advisors, LLC
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
Arohi Asset Management PTE Ltd.
N/A
Shares— from 3,482
Change-3,482 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 3,478
Change-3,478 (-100%)
Value—
Brandes Investment Partners, LP
N/A
Shares— from 3,477
Change-3,477 (-100%)
Value—
Tiptree Advisors, LLC
N/A
Shares— from 3,475
Change-3,475 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 3,468
Change-3,468 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 3,463
Change-3,463 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 3,444
Change-3,444 (-100%)
Value—
Sagewood Asset Management LP
N/A
Shares— from 3,438
Change-3,438 (-100%)
Value—
Virtus Investment Advisers, LLC
N/A
Shares— from 3,438
Change-3,438 (-100%)
Value—
Hershey Financial Advisers, LLC
N/A
Shares— from 3,415
Change-3,415 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 3,401
Change-3,401 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 3,394
Change-3,394 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 3,388
Change-3,388 (-100%)
Value—
Tribune Investment Group LP
N/A
Shares— from 3,370
Change-3,370 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 3,356
Change-3,356 (-100%)
Value—
Generation Capital Management LLC
N/A
Shares— from 3,347
Change-3,347 (-100%)
Value—
America First Investment Advisors, LLC
N/A
Shares— from 3,335
Change-3,335 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 3,324
Change-3,324 (-100%)
Value—
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A
Shares— from 3,322
Change-3,322 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 3,300
Change-3,300 (-100%)
Value—
Caerus Investment Advisors, LLC
N/A
Shares— from 3,300
Change-3,300 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 3,290
Change-3,290 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 3,287
Change-3,287 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 3,283
Change-3,283 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 3,265
Change-3,265 (-100%)
Value—
Entelevest, LLC
N/A
Shares— from 3,233
Change-3,233 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 3,232
Change-3,232 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 3,220
Change-3,220 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 3,213
Change-3,213 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 3,212
Change-3,212 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 3,200
Change-3,200 (-100%)
Value—
Seascape Capital Management
N/A
Shares— from 3,192
Change-3,192 (-100%)
Value—
Goldstream Capital Management Ltd
N/A
Shares— from 3,176
Change-3,176 (-100%)
Value—
Fund Advisors of America Inc
N/A
Shares— from 3,158
Change-3,158 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 3,148
Change-3,148 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 3,148
Change-3,148 (-100%)
Value—
Palouse Capital Management, Inc.
N/A
Shares— from 3,133
Change-3,133 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 3,130
Change-3,130 (-100%)
Value—
Ceeto Capital Group, LLC
N/A
Shares— from 3,125
Change-3,125 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 3,118
Change-3,118 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 3,108
Change-3,108 (-100%)
Value—
Orleans Capital Management Corp
N/A
Shares— from 3,108
Change-3,108 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 3,086
Change-3,086 (-100%)
Value—
Cyber Hornet ETFs LLC
N/A
Shares— from 3,080
Change-3,080 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 3,038
Change-3,038 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 3,037
Change-3,037 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 3,036
Change-3,036 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 3,034
Change-3,034 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 3,017
Change-3,017 (-100%)
Value—
Wall Street Financial Group, Inc.
N/A
Shares— from 3,009
Change-3,009 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 3,009
Change-3,009 (-100%)
Value—
AXQ Capital, LP
N/A
Shares— from 3,006
Change-3,006 (-100%)
Value—
Sona Asset Management (US) LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 2,983
Change-2,983 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 2,978
Change-2,978 (-100%)
Value—
Galaxy Digital Capital Management GP LLC
N/A
Shares— from 2,972
Change-2,972 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 2,972
Change-2,972 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 2,958
Change-2,958 (-100%)
Value—
First National Bank of Hutchinson
N/A
Shares— from 2,957
Change-2,957 (-100%)
Value—
Marietta Investment Partners LLC
N/A
Shares— from 2,955
Change-2,955 (-100%)
Value—
Cinctive Capital Management LP
N/A
Shares— from 2,933
Change-2,933 (-100%)
Value—
Stoneridge Investment Partners LLC
N/A
Shares— from 2,916
Change-2,916 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 2,909
Change-2,909 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 2,889
Change-2,889 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 2,887
Change-2,887 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 2,875
Change-2,875 (-100%)
Value—
Adapt Wealth Advisors, LLC
N/A
Shares— from 2,870
Change-2,870 (-100%)
Value—
Betterment LLC
N/A
Shares— from 2,849
Change-2,849 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 2,832
Change-2,832 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 2,831
Change-2,831 (-100%)
Value—
Allred Capital Management, LLC
N/A
Shares— from 2,825
Change-2,825 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 2,819
Change-2,819 (-100%)
Value—
Wallace Hart LLC
N/A
Shares— from 2,811
Change-2,811 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 2,807
Change-2,807 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 2,763
Change-2,763 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 2,750
Change-2,750 (-100%)
Value—
Integrated Quantitative Investments LLC
N/A
Shares— from 2,734
Change-2,734 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 2,726
Change-2,726 (-100%)
Value—
MA Private Wealth
N/A
Shares— from 2,724
Change-2,724 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 2,723
Change-2,723 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 2,713
Change-2,713 (-100%)
Value—
City National Bank of Florida
N/A
Shares— from 2,710
Change-2,710 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 2,687
Change-2,687 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 2,680
Change-2,680 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 2,667
Change-2,667 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 2,661
Change-2,661 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 2,652
Change-2,652 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 2,651
Change-2,651 (-100%)
Value—
United Bank
N/A
Shares— from 2,640
Change-2,640 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 2,632
Change-2,632 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 2,626
Change-2,626 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 2,624
Change-2,624 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 2,618
Change-2,618 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 2,605
Change-2,605 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 2,603
Change-2,603 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 2,602
Change-2,602 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 2,597
Change-2,597 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 2,596
Change-2,596 (-100%)
Value—
M.D. Sass, LLC
N/A
Shares— from 2,567
Change-2,567 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 2,559
Change-2,559 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 2,559
Change-2,559 (-100%)
Value—
O'Neil Global Advisors, Inc.
N/A
Shares— from 2,557
Change-2,557 (-100%)
Value—
Clal Insurance Enterprises Holdings Ltd
N/A
Shares— from 2,544
Change-2,544 (-100%)
Value—
US Asset Management LLC
N/A
Shares— from 2,523
Change-2,523 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 2,522
Change-2,522 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 2,503
Change-2,503 (-100%)
Value—
KP Management LLC
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 2,477
Change-2,477 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 2,467
Change-2,467 (-100%)
Value—
Lighthouse Investment Partners, LLC
N/A
Shares— from 2,458
Change-2,458 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 2,451
Change-2,451 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 2,434
Change-2,434 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 2,420
Change-2,420 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 2,414
Change-2,414 (-100%)
Value—
Saturna Capital Corp
N/A
Shares— from 2,410
Change-2,410 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 2,401
Change-2,401 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 2,388
Change-2,388 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 2,381
Change-2,381 (-100%)
Value—
Mirabaud Asset Management Ltd
N/A
Shares— from 2,379
Change-2,379 (-100%)
Value—
Khazanah Nasional Berhad
N/A
Shares— from 2,368
Change-2,368 (-100%)
Value—
Bantamac Capital, LLC
N/A
Shares— from 2,365
Change-2,365 (-100%)
Value—
Riverstone Advisors, LLC
N/A
Shares— from 2,350
Change-2,350 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 2,327
Change-2,327 (-100%)
Value—
Aperture Investors, LLC
N/A
Shares— from 2,325
Change-2,325 (-100%)
Value—
Hartford Funds Management Co LLC
N/A
Shares— from 2,319
Change-2,319 (-100%)
Value—
ABS Investment Management LLC
N/A
Shares— from 2,309
Change-2,309 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 2,308
Change-2,308 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 2,305
Change-2,305 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 2,293
Change-2,293 (-100%)
Value—
Aspire Growth Partners LLC
N/A
Shares— from 2,274
Change-2,274 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 2,261
Change-2,261 (-100%)
Value—
Adams Wealth Management
N/A
Shares— from 2,259
Change-2,259 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 2,257
Change-2,257 (-100%)
Value—
Mount Lucas Management LP
N/A
Shares— from 2,244
Change-2,244 (-100%)
Value—
Symmetry Investments LP
N/A
Shares— from 2,225
Change-2,225 (-100%)
Value—
Cullen Capital Management, LLC
N/A
Shares— from 2,223
Change-2,223 (-100%)
Value—
Samara Investment Management, LLC
N/A
Shares— from 2,218
Change-2,218 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 2,213
Change-2,213 (-100%)
Value—
Erste Towarzystwo Funduszy Inwestycyjnych S.A.
N/A
Shares— from 2,204
Change-2,204 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 2,197
Change-2,197 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 2,190
Change-2,190 (-100%)
Value—
UP Strategic Wealth Investment Advisors LLC
N/A
Shares— from 2,189
Change-2,189 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 2,188
Change-2,188 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 2,181
Change-2,181 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 2,175
Change-2,175 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 2,171
Change-2,171 (-100%)
Value—
Ruane, Cunniff & Goldfarb L.P.
N/A
Shares— from 2,162
Change-2,162 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 2,129
Change-2,129 (-100%)
Value—
Invst, LLC
N/A
Shares— from 2,124
Change-2,124 (-100%)
Value—
Nutshell Asset Management Ltd
N/A
Shares— from 2,118
Change-2,118 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 2,116
Change-2,116 (-100%)
Value—
44 Wealth Management LLC
N/A
Shares— from 2,116
Change-2,116 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 2,116
Change-2,116 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 2,101
Change-2,101 (-100%)
Value—
Barrier Capital Management, LLC
N/A
Shares— from 2,100
Change-2,100 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 2,096
Change-2,096 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 2,095
Change-2,095 (-100%)
Value—
Allium Financial Advisors, LLC
N/A
Shares— from 2,087
Change-2,087 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 2,086
Change-2,086 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 2,086
Change-2,086 (-100%)
Value—
Avanda Investment Management Pte. Ltd.
N/A
Shares— from 2,080
Change-2,080 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 2,077
Change-2,077 (-100%)
Value—
Red Wave Investments LLC
N/A
Shares— from 2,053
Change-2,053 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 2,053
Change-2,053 (-100%)
Value—
Persistent Asset Partners Ltd
N/A
Shares— from 2,053
Change-2,053 (-100%)
Value—
Estate Counselors, LLC
N/A
Shares— from 2,048
Change-2,048 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 2,037
Change-2,037 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 2,033
Change-2,033 (-100%)
Value—
Bank Hapoalim BM
N/A
Shares— from 2,031
Change-2,031 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 2,025
Change-2,025 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 2,010
Change-2,010 (-100%)
Value—
Intercapital, LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 1,997
Change-1,997 (-100%)
Value—
Nicholson Meyer Capital Management, Inc.
N/A
Shares— from 1,996
Change-1,996 (-100%)
Value—
Stance Capital LLC
N/A
Shares— from 1,994
Change-1,994 (-100%)
Value—
B & T Capital Management DBA Alpha Capital Management
N/A
Shares— from 1,994
Change-1,994 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 1,985
Change-1,985 (-100%)
Value—
AlphaGrep UK Ltd
N/A
Shares— from 1,979
Change-1,979 (-100%)
Value—
Trivant Custom Portfolio Group, LLC
N/A
Shares— from 1,973
Change-1,973 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 1,959
Change-1,959 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 1,937
Change-1,937 (-100%)
Value—
Ionic Capital Management LLC
N/A
Shares— from 1,918
Change-1,918 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 1,914
Change-1,914 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 1,911
Change-1,911 (-100%)
Value—
Rowlandmiller & Partners.adv
N/A
Shares— from 1,910
Change-1,910 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 1,903
Change-1,903 (-100%)
Value—
Alan B Lancz & Associates, Inc.
N/A
Shares— from 1,900
Change-1,900 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 1,897
Change-1,897 (-100%)
Value—
Exit Wealth Advisors, Llc.
N/A
Shares— from 1,896
Change-1,896 (-100%)
Value—
Arrow Capital Management, LLC
N/A
Shares— from 1,891
Change-1,891 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 1,889
Change-1,889 (-100%)
Value—
Turner Financial Group, Inc.
N/A
Shares— from 1,888
Change-1,888 (-100%)
Value—
Fullerton Fund Management Co Ltd.
N/A
Shares— from 1,887
Change-1,887 (-100%)
Value—
Anatole Investment Management Ltd
N/A
Shares— from 1,886
Change-1,886 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1,884
Change-1,884 (-100%)
Value—
Sunflower Bank, N.A.
N/A
Shares— from 1,870
Change-1,870 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 1,855
Change-1,855 (-100%)
Value—
Odyssean, LLC
N/A
Shares— from 1,849
Change-1,849 (-100%)
Value—
Pingora Partners LLC
N/A
Shares— from 1,836
Change-1,836 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 1,835
Change-1,835 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 1,832
Change-1,832 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 1,832
Change-1,832 (-100%)
Value—
Richmond Brothers, Inc.
N/A
Shares— from 1,815
Change-1,815 (-100%)
Value—
Icon Advisers Inc
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
Pinnbrook Capital Management LP
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
Advent Capital Management
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
Evolutionary Tree Capital Management, LLC
N/A
Shares— from 1,785
Change-1,785 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 1,775
Change-1,775 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 1,770
Change-1,770 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 1,766
Change-1,766 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 1,754
Change-1,754 (-100%)
Value—
SGL Investment Advisors, Inc.
N/A
Shares— from 1,744
Change-1,744 (-100%)
Value—
Greenline Wealth Management LLC
N/A
Shares— from 1,741
Change-1,741 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 1,730
Change-1,730 (-100%)
Value—
denkapparat Operations GmbH
N/A
Shares— from 1,728
Change-1,728 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 1,716
Change-1,716 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 1,715
Change-1,715 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 1,708
Change-1,708 (-100%)
Value—
JMN Financial LLC
N/A
Shares— from 1,701
Change-1,701 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 1,694
Change-1,694 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 1,685
Change-1,685 (-100%)
Value—
Maverick Capital LTD
N/A
Shares— from 1,673
Change-1,673 (-100%)
Value—
Reliant Investment Partners, LLC
N/A
Shares— from 1,663
Change-1,663 (-100%)
Value—
Spreng Capital Management, Inc.
N/A
Shares— from 1,660
Change-1,660 (-100%)
Value—
PCB Capital LLC
N/A
Shares— from 1,653
Change-1,653 (-100%)
Value—
Consilio Wealth Advisors, LLC
N/A
Shares— from 1,639
Change-1,639 (-100%)
Value—
Oxford Asset Management LLP
N/A
Shares— from 1,638
Change-1,638 (-100%)
Value—
Swan Global Investments, LLC
N/A
Shares— from 1,632
Change-1,632 (-100%)
Value—
Secured Retirement Advisors, LLC
N/A
Shares— from 1,632
Change-1,632 (-100%)
Value—
Deepwater Asset Management, LLC
N/A
Shares— from 1,629
Change-1,629 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 1,618
Change-1,618 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 1,598
Change-1,598 (-100%)
Value—
New World Advisors LLC
N/A
Shares— from 1,593
Change-1,593 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 1,583
Change-1,583 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 1,579
Change-1,579 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 1,576
Change-1,576 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 1,576
Change-1,576 (-100%)
Value—
Meadowbrook Advisors Group, LLC
N/A
Shares— from 1,575
Change-1,575 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 1,573
Change-1,573 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 1,570
Change-1,570 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 1,557
Change-1,557 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 1,551
Change-1,551 (-100%)
Value—
Fieldview Capital Management, LLC
N/A
Shares— from 1,549
Change-1,549 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 1,544
Change-1,544 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 1,540
Change-1,540 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 1,531
Change-1,531 (-100%)
Value—
Cladis Investment Advisory, LLC
N/A
Shares— from 1,524
Change-1,524 (-100%)
Value—
Stonebridge Capital Management Inc
N/A
Shares— from 1,517
Change-1,517 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 1,515
Change-1,515 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 1,505
Change-1,505 (-100%)
Value—
RPS Advisory Solutions LLC
N/A
Shares— from 1,502
Change-1,502 (-100%)
Value—
Myda Advisors LLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Centennial Bank
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Discovery Capital Management, LLC / CT
N/A
Shares— from 1,498
Change-1,498 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 1,492
Change-1,492 (-100%)
Value—
Legacy Capital Group California, Inc.
N/A
Shares— from 1,484
Change-1,484 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 1,470
Change-1,470 (-100%)
Value—
Legacy Capital Wealth Management, LLC
N/A
Shares— from 1,462
Change-1,462 (-100%)
Value—
Mosaic Financial Group, LLC
N/A
Shares— from 1,449
Change-1,449 (-100%)
Value—
Severin Investments, LLC
N/A
Shares— from 1,441
Change-1,441 (-100%)
Value—
Markin Volterra Fund LP
N/A
Shares— from 1,434
Change-1,434 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 1,431
Change-1,431 (-100%)
Value—
Infrastructure Capital Advisors, LLC
N/A
Shares— from 1,431
Change-1,431 (-100%)
Value—
Brandywine Managers, LLC
N/A
Shares— from 1,416
Change-1,416 (-100%)
Value—
Hartree Partners, LP
N/A
Shares— from 1,403
Change-1,403 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 1,402
Change-1,402 (-100%)
Value—
Estabrook Capital Management
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
Core Alternative Capital
N/A
Shares— from 1,392
Change-1,392 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 1,375
Change-1,375 (-100%)
Value—
Synergy Financial Group, LTD
N/A
Shares— from 1,368
Change-1,368 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 1,367
Change-1,367 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 1,361
Change-1,361 (-100%)
Value—
Legacy Wealth Advisors, LLC
N/A
Shares— from 1,360
Change-1,360 (-100%)
Value—
Marco Investment Management LLC
N/A
Shares— from 1,353
Change-1,353 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 1,350
Change-1,350 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 1,346
Change-1,346 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 1,343
Change-1,343 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 1,342
Change-1,342 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 1,341
Change-1,341 (-100%)
Value—
RNC Capital Management LLC
N/A
Shares— from 1,336
Change-1,336 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 1,336
Change-1,336 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 1,327
Change-1,327 (-100%)
Value—
Elevation Advisory Partners LLC
N/A
Shares— from 1,325
Change-1,325 (-100%)
Value—
NorthStar Asset Management LLC
N/A
Shares— from 1,319
Change-1,319 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 1,313
Change-1,313 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 1,309
Change-1,309 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 1,306
Change-1,306 (-100%)
Value—
MWA Asset Management
N/A
Shares— from 1,305
Change-1,305 (-100%)
Value—
Harbor Advisory Corp
N/A
Shares— from 1,304
Change-1,304 (-100%)
Value—
Wealth Advisors of Tampa Bay, LLC
N/A
Shares— from 1,300
Change-1,300 (-100%)
Value—
III Capital Management
N/A
Shares— from 1,300
Change-1,300 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 1,295
Change-1,295 (-100%)
Value—
Peak Planning Group, LLC
N/A
Shares— from 1,291
Change-1,291 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 1,288
Change-1,288 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 1,278
Change-1,278 (-100%)
Value—
Omnia Family Wealth, LLC
N/A
Shares— from 1,277
Change-1,277 (-100%)
Value—
Fairtree Asset Management (Pty) Ltd
N/A
Shares— from 1,262
Change-1,262 (-100%)
Value—
HighVista Strategies LLC
N/A
Shares— from 1,260
Change-1,260 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 1,253
Change-1,253 (-100%)
Value—
Legato Capital Management LLC
N/A
Shares— from 1,252
Change-1,252 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 1,251
Change-1,251 (-100%)
Value—
EMC Capital Management
N/A
Shares— from 1,250
Change-1,250 (-100%)
Value—
Borer Denton & Associates, Inc.
N/A
Shares— from 1,244
Change-1,244 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 1,240
Change-1,240 (-100%)
Value—
Highbridge Capital Management LLC
N/A
Shares— from 1,239
Change-1,239 (-100%)
Value—
Blueshift Asset Management, LLC
N/A
Shares— from 1,234
Change-1,234 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 1,233
Change-1,233 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 1,232
Change-1,232 (-100%)
Value—
Dixon Mitchell Investment Counsel Inc.
N/A
Shares— from 1,227
Change-1,227 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 1,227
Change-1,227 (-100%)
Value—
1248 Management, LLC
N/A
Shares— from 1,227
Change-1,227 (-100%)
Value—
Clarendon Private LLC
N/A
Shares— from 1,222
Change-1,222 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 1,209
Change-1,209 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 1,207
Change-1,207 (-100%)
Value—
Modus Advisors, LLC
N/A
Shares— from 1,206
Change-1,206 (-100%)
Value—
Aspiring Ventures, LLC
N/A
Shares— from 1,202
Change-1,202 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 1,192
Change-1,192 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 1,191
Change-1,191 (-100%)
Value—
Aster Capital Management (Difc) Ltd
N/A
Shares— from 1,167
Change-1,167 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 1,157
Change-1,157 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 1,156
Change-1,156 (-100%)
Value—
Sollinda Capital Management LLC
N/A
Shares— from 1,155
Change-1,155 (-100%)
Value—
Jupiter Wealth Management LLC
N/A
Shares— from 1,150
Change-1,150 (-100%)
Value—
Longitude (Cayman) Ltd.
N/A
Shares— from 1,150
Change-1,150 (-100%)
Value—
TFR Capital, Llc.
N/A
Shares— from 1,146
Change-1,146 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 1,140
Change-1,140 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 1,139
Change-1,139 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 1,138
Change-1,138 (-100%)
Value—
FMB Wealth Management
N/A
Shares— from 1,135
Change-1,135 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 1,129
Change-1,129 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 1,125
Change-1,125 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 1,125
Change-1,125 (-100%)
Value—
Sender Co & Partners, Inc.
N/A
Shares— from 1,121
Change-1,121 (-100%)
Value—
Altshuler Shaham Ltd
N/A
Shares— from 1,121
Change-1,121 (-100%)
Value—
Signet Private Wealth LLC
N/A
Shares— from 1,120
Change-1,120 (-100%)
Value—
Vista Cima Wealth Management LLC
N/A
Shares— from 1,116
Change-1,116 (-100%)
Value—
Payne Capital Management, LLC
N/A
Shares— from 1,115
Change-1,115 (-100%)
Value—
Cedarwood Wealth LLC
N/A
Shares— from 1,114
Change-1,114 (-100%)
Value—
Aigen Investment Management, LP
N/A
Shares— from 1,105
Change-1,105 (-100%)
Value—
Everest Private Wealth
N/A
Shares— from 1,104
Change-1,104 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 1,089
Change-1,089 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 1,084
Change-1,084 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 1,082
Change-1,082 (-100%)
Value—
Intellus Advisors LLC
N/A
Shares— from 1,078
Change-1,078 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 1,076
Change-1,076 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 1,075
Change-1,075 (-100%)
Value—
Heron Bay Capital Management
N/A
Shares— from 1,068
Change-1,068 (-100%)
Value—
Lombard Odier Asset Management (USA) Corp
N/A
Shares— from 1,064
Change-1,064 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 1,064
Change-1,064 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 1,046
Change-1,046 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 1,040
Change-1,040 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 1,037
Change-1,037 (-100%)
Value—
Laraway Financial Advisors Inc
N/A
Shares— from 1,035
Change-1,035 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 1,028
Change-1,028 (-100%)
Value—
LeClair Wealth Partners LLC
N/A
Shares— from 1,027
Change-1,027 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 1,008
Change-1,008 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 1,007
Change-1,007 (-100%)
Value—
Tejara Capital Ltd
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 991
Change-991 (-100%)
Value—
CMC Financial Group
N/A
Shares— from 987
Change-987 (-100%)
Value—
Vistica Wealth Advisors, LLC
N/A
Shares— from 984
Change-984 (-100%)
Value—
Keyvantage Wealth, LLC
N/A
Shares— from 983
Change-983 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 980
Change-980 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 968
Change-968 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 964
Change-964 (-100%)
Value—
Polymer Capital Management (US) LLC
N/A
Shares— from 963
Change-963 (-100%)
Value—
King Wealth Management Group
N/A
Shares— from 961
Change-961 (-100%)
Value—
Perissos Private Wealth Management, LLC
N/A
Shares— from 959
Change-959 (-100%)
Value—
Partners Capital Investment Group, LLP
N/A
Shares— from 950
Change-950 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 948
Change-948 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 944
Change-944 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 942
Change-942 (-100%)
Value—
Resolute Wealth Advisor, Inc.
N/A
Shares— from 941
Change-941 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 940
Change-940 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 936
Change-936 (-100%)
Value—
Planning Alternatives LTD
N/A
Shares— from 931
Change-931 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 925
Change-925 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 923
Change-923 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 917
Change-917 (-100%)
Value—
KEB Asset Management, LLC
N/A
Shares— from 916
Change-916 (-100%)
Value—
Vickerman Investment Advisors, Inc.
N/A
Shares— from 916
Change-916 (-100%)
Value—
Ardmore Road Asset Management LP
N/A
Shares— from 900
Change-900 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 897
Change-897 (-100%)
Value—
Alaethes Wealth, LLC
N/A
Shares— from 897
Change-897 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 896
Change-896 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 896
Change-896 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 890
Change-890 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 886
Change-886 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 884
Change-884 (-100%)
Value—
Maxele Advisors, LLC
N/A
Shares— from 881
Change-881 (-100%)
Value—
AXA S.A.
N/A
Shares— from 880
Change-880 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 860
Change-860 (-100%)
Value—
Bluebird Wealth Management LLC
N/A
Shares— from 859
Change-859 (-100%)
Value—
Vines Capital Management, LLC
N/A
Shares— from 859
Change-859 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 858
Change-858 (-100%)
Value—
Shay Capital LLC
N/A
Shares— from 855
Change-855 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 851
Change-851 (-100%)
Value—
Meridian Wealth Partners, LLC
N/A
Shares— from 836
Change-836 (-100%)
Value—
Beck Mack & Oliver LLC
N/A
Shares— from 835
Change-835 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 833
Change-833 (-100%)
Value—
Thomist Capital Management, LP
N/A
Shares— from 830
Change-830 (-100%)
Value—
Callahan Advisors, LLC
N/A
Shares— from 817
Change-817 (-100%)
Value—
Storgate, LLC
N/A
Shares— from 815
Change-815 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 813
Change-813 (-100%)
Value—
Skandinaviska Enskilda Banken AB (publ)
N/A
Shares— from 806
Change-806 (-100%)
Value—
Francis Financial, Inc.
N/A
Shares— from 805
Change-805 (-100%)
Value—
Permanens Capital L.P.
N/A
Shares— from 800
Change-800 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 800
Change-800 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 798
Change-798 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 788
Change-788 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 787
Change-787 (-100%)
Value—
SSI Investment Management LLC
N/A
Shares— from 784
Change-784 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 783
Change-783 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 783
Change-783 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 774
Change-774 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 774
Change-774 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 771
Change-771 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 770
Change-770 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 763
Change-763 (-100%)
Value—
SkyView Investment Advisors, LLC
N/A
Shares— from 750
Change-750 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 746
Change-746 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 745
Change-745 (-100%)
Value—
Dynamic Technology Lab Private Ltd
N/A
Shares— from 743
Change-743 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 742
Change-742 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 734
Change-734 (-100%)
Value—
Northwest & Ethical Investments L.P.
N/A
Shares— from 724
Change-724 (-100%)
Value—
Aspen Capital Management, LLC
N/A
Shares— from 720
Change-720 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 720
Change-720 (-100%)
Value—
FreeGulliver LLC
N/A
Shares— from 718
Change-718 (-100%)
Value—
Beck Bode, LLC
N/A
Shares— from 717
Change-717 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 712
Change-712 (-100%)
Value—
Silvant Capital Management LLC
N/A
Shares— from 710
Change-710 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 709
Change-709 (-100%)
Value—
Diametric Capital, LP
N/A
Shares— from 708
Change-708 (-100%)
Value—
American Trust
N/A
Shares— from 706
Change-706 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 705
Change-705 (-100%)
Value—
Oberweis Asset Management Inc/
N/A
Shares— from 700
Change-700 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 700
Change-700 (-100%)
Value—
Eaton-Cambridge Inc.
N/A
Shares— from 695
Change-695 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 695
Change-695 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 690
Change-690 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 685
Change-685 (-100%)
Value—
Connective Capital Management, LLC
N/A
Shares— from 683
Change-683 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 682
Change-682 (-100%)
Value—
Landing Point Financial Group, LLC
N/A
Shares— from 682
Change-682 (-100%)
Value—
Sequent Asset Management, LLC
N/A
Shares— from 680
Change-680 (-100%)
Value—
HFG Advisors, Inc.
N/A
Shares— from 680
Change-680 (-100%)
Value—
Alpine Global Management, LLC
N/A
Shares— from 680
Change-680 (-100%)
Value—
Requisite Capital Management, LLC
N/A
Shares— from 678
Change-678 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 677
Change-677 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 673
Change-673 (-100%)
Value—
Oder Investment Management, LLC
N/A
Shares— from 667
Change-667 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 666
Change-666 (-100%)
Value—
Avant Capital LLC
N/A
Shares— from 664
Change-664 (-100%)
Value—
White Knight Strategic Wealth Advisors, LLC
N/A
Shares— from 657
Change-657 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 653
Change-653 (-100%)
Value—
Abbot Financial Management, Inc.
N/A
Shares— from 650
Change-650 (-100%)
Value—
Chokshi & Queen Wealth Advisors, Inc
N/A
Shares— from 650
Change-650 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 648
Change-648 (-100%)
Value—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A
Shares— from 648
Change-648 (-100%)
Value—
Sompo Asset Management Co., Ltd.
N/A
Shares— from 640
Change-640 (-100%)
Value—
Crawford Investment Counsel Inc
N/A
Shares— from 634
Change-634 (-100%)
Value—
Old North State Trust, LLC
N/A
Shares— from 630
Change-630 (-100%)
Value—
Aimz Investment Advisors, LLC
N/A
Shares— from 626
Change-626 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 624
Change-624 (-100%)
Value—
WorthPointe, LLC
N/A
Shares— from 624
Change-624 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 618
Change-618 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 616
Change-616 (-100%)
Value—
Beckerman Institutional, LLC
N/A
Shares— from 614
Change-614 (-100%)
Value—
QVT Financial LP
N/A
Shares— from 610
Change-610 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 610
Change-610 (-100%)
Value—
Retirement Planning Group, LLC / NY
N/A
Shares— from 607
Change-607 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 605
Change-605 (-100%)
Value—
Capital & Planning, LLC
N/A
Shares— from 605
Change-605 (-100%)
Value—
Navalign, LLC
N/A
Shares— from 605
Change-605 (-100%)
Value—
Capula Management Ltd
N/A
Shares— from 603
Change-603 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 602
Change-602 (-100%)
Value—
Keystone Investors PTE LTD
N/A
Shares— from 600
Change-600 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 599
Change-599 (-100%)
Value—
Hayek Kallen Investment Management
N/A
Shares— from 597
Change-597 (-100%)
Value—
Golden Road Advisors LLC
N/A
Shares— from 595
Change-595 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 594
Change-594 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 592
Change-592 (-100%)
Value—
Figure 8 Investment Strategies LLC
N/A
Shares— from 589
Change-589 (-100%)
Value—
Quarry LP
N/A
Shares— from 584
Change-584 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 583
Change-583 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 583
Change-583 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 580
Change-580 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 578
Change-578 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 578
Change-578 (-100%)
Value—
Ducere Wealth Management LLC
N/A
Shares— from 576
Change-576 (-100%)
Value—
Valtrion Capital Management, LLC
N/A
Shares— from 575
Change-575 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 572
Change-572 (-100%)
Value—
Up Capital Management, Inc.
N/A
Shares— from 572
Change-572 (-100%)
Value—
Slagle Financial, LLC
N/A
Shares— from 570
Change-570 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 565
Change-565 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 565
Change-565 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 564
Change-564 (-100%)
Value—
Traub Capital Management LLC
N/A
Shares— from 564
Change-564 (-100%)
Value—
Claris Advisors, LLC / MO /
N/A
Shares— from 563
Change-563 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 559
Change-559 (-100%)
Value—
Greenland Capital Management LP
N/A
Shares— from 558
Change-558 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 558
Change-558 (-100%)
Value—
Motco
N/A
Shares— from 550
Change-550 (-100%)
Value—
Paces Ferry Wealth Advisors, LLC
N/A
Shares— from 547
Change-547 (-100%)
Value—
IKE Capital, LLC
N/A
Shares— from 545
Change-545 (-100%)
Value—
Permanent Capital Management, LP
N/A
Shares— from 542
Change-542 (-100%)
Value—
Massar Capital Management, LP
N/A
Shares— from 542
Change-542 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 540
Change-540 (-100%)
Value—
Northwest Quadrant Wealth Management, LLC
N/A
Shares— from 538
Change-538 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 536
Change-536 (-100%)
Value—
Storen Legacy Partners, LLC
N/A
Shares— from 534
Change-534 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 534
Change-534 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 534
Change-534 (-100%)
Value—
Saiph Capital, LLC
N/A
Shares— from 533
Change-533 (-100%)
Value—
Johnson Wealth Management, LLC
N/A
Shares— from 529
Change-529 (-100%)
Value—
Holistic Financial Partners
N/A
Shares— from 528
Change-528 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 525
Change-525 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 523
Change-523 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 522
Change-522 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 522
Change-522 (-100%)
Value—
Chaney Capital Management, Inc.
N/A
Shares— from 521
Change-521 (-100%)
Value—
Sandler Capital Management
N/A
Shares— from 520
Change-520 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 519
Change-519 (-100%)
Value—
Virtus Advisers, LLC
N/A
Shares— from 517
Change-517 (-100%)
Value—
Hutchinson Capital Management
N/A
Shares— from 514
Change-514 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 508
Change-508 (-100%)
Value—
Continental Investors Services, Inc.
N/A
Shares— from 507
Change-507 (-100%)
Value—
AR Asset Management Inc
N/A
Shares— from 505
Change-505 (-100%)
Value—
Corus Family Wealth Advisors
N/A
Shares— from 501
Change-501 (-100%)
Value—
Menlo Advisors LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Clare Market Investments LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
CSS LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
New Paradigm Capital Management, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 494
Change-494 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 493
Change-493 (-100%)
Value—
KMT Wealth Management, LLC
N/A
Shares— from 490
Change-490 (-100%)
Value—
STG Securities, LLC
N/A
Shares— from 489
Change-489 (-100%)
Value—
Alpha Financial Partners LLC
N/A
Shares— from 488
Change-488 (-100%)
Value—
Lafayette Investments, Inc.
N/A
Shares— from 480
Change-480 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 479
Change-479 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 478
Change-478 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 474
Change-474 (-100%)
Value—
Investor AB
N/A
Shares— from 470
Change-470 (-100%)
Value—
Clarion Wealth Managment Partners, LLC
N/A
Shares— from 468
Change-468 (-100%)
Value—
Markin Asset Management, LP
N/A
Shares— from 466
Change-466 (-100%)
Value—
Tower Wealth Partners, Inc.
N/A
Shares— from 463
Change-463 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 460
Change-460 (-100%)
Value—
Cura Wealth Advisors, LLC
N/A
Shares— from 460
Change-460 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 459
Change-459 (-100%)
Value—
V. M. Manning & Co., Inc.
N/A
Shares— from 458
Change-458 (-100%)
Value—
Panoramic Capital Partners, LLC
N/A
Shares— from 457
Change-457 (-100%)
Value—
Custos Family Office, LLC
N/A
Shares— from 457
Change-457 (-100%)
Value—
Zevin Asset Management LLC
N/A
Shares— from 455
Change-455 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 454
Change-454 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 452
Change-452 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 446
Change-446 (-100%)
Value—
Hilltop Wealth Advisors, LLC
N/A
Shares— from 444
Change-444 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 444
Change-444 (-100%)
Value—
Counterweight Ventures, LLC
N/A
Shares— from 444
Change-444 (-100%)
Value—
Triton Financial Group Inc
N/A
Shares— from 442
Change-442 (-100%)
Value—
Tilson Financial Group, Inc.
N/A
Shares— from 437
Change-437 (-100%)
Value—
Earnest Partners LLC
N/A
Shares— from 437
Change-437 (-100%)
Value—
Talisman Wealth Advisors LLC
N/A
Shares— from 435
Change-435 (-100%)
Value—
Oak Wealth Advisors LLC
N/A
Shares— from 433
Change-433 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 422
Change-422 (-100%)
Value—
Verdad Advisers, LP
N/A
Shares— from 419
Change-419 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 417
Change-417 (-100%)
Value—
Cannon Wealth Management Services, LLC
N/A
Shares— from 416
Change-416 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 410
Change-410 (-100%)
Value—
Curio Wealth, LLC
N/A
Shares— from 408
Change-408 (-100%)
Value—
Farringdon Capital, Ltd.
N/A
Shares— from 405
Change-405 (-100%)
Value—
OneAscent Investment Solutions LLC
N/A
Shares— from 404
Change-404 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 403
Change-403 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 403
Change-403 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 403
Change-403 (-100%)
Value—
Snowwater Investment Partners, LLC
N/A
Shares— from 401
Change-401 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Sprott Inc.
N/A
Shares— from 400
Change-400 (-100%)
Value—
Feynman Point Asset Management LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 400
Change-400 (-100%)
Value—
Pursue Wealth Partners LLC
N/A
Shares— from 397
Change-397 (-100%)
Value—
Colter Lewis Investment Partners LLC
N/A
Shares— from 395
Change-395 (-100%)
Value—
J. Goldman & Co LP
N/A
Shares— from 393
Change-393 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 391
Change-391 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 390
Change-390 (-100%)
Value—
Cadia Private Client LLC
N/A
Shares— from 390
Change-390 (-100%)
Value—
Capasso Planning Partners LLC
N/A
Shares— from 389
Change-389 (-100%)
Value—
Magnetar Financial LLC
N/A
Shares— from 382
Change-382 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 382
Change-382 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 381
Change-381 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 375
Change-375 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 374
Change-374 (-100%)
Value—
PMV Capital Advisers, LLC
N/A
Shares— from 373
Change-373 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 372
Change-372 (-100%)
Value—
Brave Asset Management Inc
N/A
Shares— from 371
Change-371 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 368
Change-368 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 368
Change-368 (-100%)
Value—
Seneca House Advisors
N/A
Shares— from 368
Change-368 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 366
Change-366 (-100%)
Value—
Resolute Wealth Strategies, LLC
N/A
Shares— from 365
Change-365 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 361
Change-361 (-100%)
Value—
Landscape Capital Management, L.L.C.
N/A
Shares— from 360
Change-360 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 358
Change-358 (-100%)
Value—
Bolthouse Investments, LLC
N/A
Shares— from 355
Change-355 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 354
Change-354 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 354
Change-354 (-100%)
Value—
Intentional Wealth Strategies, LLC
N/A
Shares— from 353
Change-353 (-100%)
Value—
Henrickson Nauta Wealth Advisors, Inc.
N/A
Shares— from 352
Change-352 (-100%)
Value—
1776 Wealth LLC
N/A
Shares— from 350
Change-350 (-100%)
Value—
S&T Bank
N/A
Shares— from 350
Change-350 (-100%)
Value—
Second Half Financial Partners, LLC
N/A
Shares— from 350
Change-350 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 346
Change-346 (-100%)
Value—
Buckley Wealth Management, LLC
N/A
Shares— from 339
Change-339 (-100%)
Value—
Laidlaw Wealth Management LLC
N/A
Shares— from 339
Change-339 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 338
Change-338 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 336
Change-336 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 330
Change-330 (-100%)
Value—
Bay Rivers Group
N/A
Shares— from 330
Change-330 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 327
Change-327 (-100%)
Value—
Causey Wealth LLC
N/A
Shares— from 325
Change-325 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 324
Change-324 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 322
Change-322 (-100%)
Value—
First National Bank & Trust Co of Newtown
N/A
Shares— from 322
Change-322 (-100%)
Value—
Macro Advisors, Inc.
N/A
Shares— from 320
Change-320 (-100%)
Value—
Painted Porch Advisors LLC
N/A
Shares— from 320
Change-320 (-100%)
Value—
Kensington Investment Counsel, LLC
N/A
Shares— from 319
Change-319 (-100%)
Value—
J Hagan Capital, Inc.
N/A
Shares— from 318
Change-318 (-100%)
Value—
Bannerstone Capital Management, LLC
N/A
Shares— from 316
Change-316 (-100%)
Value—
TPG Financial Advisors, LLC
N/A
Shares— from 314
Change-314 (-100%)
Value—
Wallace Advisory Group, LLC
N/A
Shares— from 311
Change-311 (-100%)
Value—
CMT Capital Markets Trading GmbH
N/A
Shares— from 311
Change-311 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 311
Change-311 (-100%)
Value—
Houlihan Financial Resource Group, Ltd.
N/A
Shares— from 310
Change-310 (-100%)
Value—
Concorde Asset Management, LLC
N/A
Shares— from 308
Change-308 (-100%)
Value—
E-Wealth Partners, LLC
N/A
Shares— from 307
Change-307 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 305
Change-305 (-100%)
Value—
Fairfield, Bush & Co.
N/A
Shares— from 305
Change-305 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 305
Change-305 (-100%)
Value—
Vienna Asset Management LLC
N/A
Shares— from 305
Change-305 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 303
Change-303 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 303
Change-303 (-100%)
Value—
Plotkin Financial Advisors, LLC
N/A
Shares— from 303
Change-303 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 302
Change-302 (-100%)
Value—
Alamea Verwaltungs GmbH
N/A
Shares— from 302
Change-302 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 302
Change-302 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 302
Change-302 (-100%)
Value—
Presper Financial Architects, LLC
N/A
Shares— from 301
Change-301 (-100%)
Value—
Resolute Advisors LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Prepared Retirement Institute LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Bawa N Mallick Trust
N/A
Shares— from 300
Change-300 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 299
Change-299 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 299
Change-299 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 298
Change-298 (-100%)
Value—
Advocacy Wealth Management, LLC
N/A
Shares— from 297
Change-297 (-100%)
Value—
Bank of Marin
N/A
Shares— from 296
Change-296 (-100%)
Value—
Chancellor Financial Group WB LP
N/A
Shares— from 296
Change-296 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 296
Change-296 (-100%)
Value—
Palisades Hudson Asset Management, L.P.
N/A
Shares— from 295
Change-295 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 290
Change-290 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 289
Change-289 (-100%)
Value—
Tencap Wealth Coaching, LLC
N/A
Shares— from 287
Change-287 (-100%)
Value—
Ketron Financial
N/A
Shares— from 286
Change-286 (-100%)
Value—
Members Trust Co
N/A
Shares— from 285
Change-285 (-100%)
Value—
McDonough Capital Management, Inc
N/A
Shares— from 283
Change-283 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 283
Change-283 (-100%)
Value—
Vega Investment Solutions
N/A
Shares— from 282
Change-282 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 280
Change-280 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 277
Change-277 (-100%)
Value—
IQ EQ Fund Management (Singapore) Private Ltd
N/A
Shares— from 273
Change-273 (-100%)
Value—
Tumwater Wealth Management, LLC
N/A
Shares— from 272
Change-272 (-100%)
Value—
Millington Financial Advisors, LLC
N/A
Shares— from 267
Change-267 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 266
Change-266 (-100%)
Value—
Investments & Financial Planning, LLC
N/A
Shares— from 266
Change-266 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 265
Change-265 (-100%)
Value—
BHK Investment Advisors, LLC
N/A
Shares— from 264
Change-264 (-100%)
Value—
Gross & Hartman Investments LLC
N/A
Shares— from 263
Change-263 (-100%)
Value—
Serenus Wealth Advisors, LLC
N/A
Shares— from 263
Change-263 (-100%)
Value—
Wulff, Hansen & Co.
N/A
Shares— from 261
Change-261 (-100%)
Value—
Ciovacco Capital Management LLC
N/A
Shares— from 261
Change-261 (-100%)
Value—
White Wing Wealth Management
N/A
Shares— from 260
Change-260 (-100%)
Value—
FOX RUN Management, L.L.C.
N/A
Shares— from 260
Change-260 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 257
Change-257 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 257
Change-257 (-100%)
Value—
Alexander Labrunerie & Co., Inc.
N/A
Shares— from 255
Change-255 (-100%)
Value—
Clifford Group, LLC
N/A
Shares— from 253
Change-253 (-100%)
Value—
Buffalo Business & Estate Services LTD
N/A
Shares— from 251
Change-251 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 247
Change-247 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 247
Change-247 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 246
Change-246 (-100%)
Value—
S Harris Financial Group, LLC
N/A
Shares— from 244
Change-244 (-100%)
Value—
Chico Wealth RIA
N/A
Shares— from 243
Change-243 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 243
Change-243 (-100%)
Value—
January Capital Advisors LLC
N/A
Shares— from 242
Change-242 (-100%)
Value—
WPWealth LLP
N/A
Shares— from 241
Change-241 (-100%)
Value—
Rench Wealth Management, Inc.
N/A
Shares— from 240
Change-240 (-100%)
Value—
Warther Private Wealth, LLC
N/A
Shares— from 240
Change-240 (-100%)
Value—
Mainstay Capital Management LLC
N/A
Shares— from 240
Change-240 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 239
Change-239 (-100%)
Value—
Safe Harbor Family Capital, LLC
N/A
Shares— from 238
Change-238 (-100%)
Value—
Presidio Capital Management, LLC
N/A
Shares— from 237
Change-237 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 237
Change-237 (-100%)
Value—
Steelhead Wealth Management LLC
N/A
Shares— from 237
Change-237 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 235
Change-235 (-100%)
Value—
Wexford Capital LP
N/A
Shares— from 235
Change-235 (-100%)
Value—
Resolute Capital, LLC
N/A
Shares— from 234
Change-234 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 230
Change-230 (-100%)
Value—
Varcov Co.
N/A
Shares— from 229
Change-229 (-100%)
Value—
Twin City Private Wealth, LLC
N/A
Shares— from 228
Change-228 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 228
Change-228 (-100%)
Value—
Trailhead Planners LLC
N/A
Shares— from 227
Change-227 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 227
Change-227 (-100%)
Value—
Forum Private Client Group LLC
N/A
Shares— from 226
Change-226 (-100%)
Value—
Ironvine Capital Partners, LLC
N/A
Shares— from 226
Change-226 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 225
Change-225 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 225
Change-225 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 222
Change-222 (-100%)
Value—
One Wealth Management Investment & Advisory Services, LLC
N/A
Shares— from 221
Change-221 (-100%)
Value—
Nelson Capital Management, LLC
N/A
Shares— from 221
Change-221 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 220
Change-220 (-100%)
Value—
Seven Springs Wealth Group, LLC
N/A
Shares— from 219
Change-219 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 219
Change-219 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 219
Change-219 (-100%)
Value—
Sandro Wealth Management LLC
N/A
Shares— from 219
Change-219 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 218
Change-218 (-100%)
Value—
RiverGlades Family Offices LLC
N/A
Shares— from 217
Change-217 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 216
Change-216 (-100%)
Value—
Black Swift Group, LLC
N/A
Shares— from 215
Change-215 (-100%)
Value—
OV Management LLC
N/A
Shares— from 213
Change-213 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 213
Change-213 (-100%)
Value—
BWM Planning, LLC
N/A
Shares— from 210
Change-210 (-100%)
Value—
Limestone Investment Advisors LP
N/A
Shares— from 208
Change-208 (-100%)
Value—
Pitti Group Wealth Management, LLC
N/A
Shares— from 208
Change-208 (-100%)
Value—
J.E. Simmons & Co., P.C.
N/A
Shares— from 208
Change-208 (-100%)
Value—
Dimension Capital Management LLC
N/A
Shares— from 206
Change-206 (-100%)
Value—
Tailwinds Wealth, LLC
N/A
Shares— from 206
Change-206 (-100%)
Value—
GatePass Capital, LLC
N/A
Shares— from 205
Change-205 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 205
Change-205 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 204
Change-204 (-100%)
Value—
Cadence Wealth Management LLC
N/A
Shares— from 204
Change-204 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 204
Change-204 (-100%)
Value—
TAGStone Capital, Inc.
N/A
Shares— from 204
Change-204 (-100%)
Value—
MTM Financial Group, LLC
N/A
Shares— from 204
Change-204 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 203
Change-203 (-100%)
Value—
Lotus Technology Management, LP
N/A
Shares— from 201
Change-201 (-100%)
Value—
K.J. Harrison & Partners Inc
N/A
Shares— from 200
Change-200 (-100%)
Value—
ACT Capital Management, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
WJ Financial Advisors LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Intrepid Financial Planning Group LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Prospect Financial Services LLC
N/A
Shares— from 197
Change-197 (-100%)
Value—
Kirtland Hills Capital Management, LLC
N/A
Shares— from 196
Change-196 (-100%)
Value—
Fiduciary Wealth Partners, LLC
N/A
Shares— from 193
Change-193 (-100%)
Value—
Gambit Capital Management, LLC
N/A
Shares— from 193
Change-193 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 190
Change-190 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 189
Change-189 (-100%)
Value—
Ruggiero Investments, Inc.
N/A
Shares— from 189
Change-189 (-100%)
Value—
Alaska Wealth Advisors, LLC
N/A
Shares— from 188
Change-188 (-100%)
Value—
Alpha Financial Advisors, LLC
N/A
Shares— from 188
Change-188 (-100%)
Value—
Mizuho Markets Cayman LP
N/A
Shares— from 186
Change-186 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 186
Change-186 (-100%)
Value—
Potentia Wealth
N/A
Shares— from 186
Change-186 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 185
Change-185 (-100%)
Value—
University of Pittsburgh - Of the Commonwealth System of Higher Education
N/A
Shares— from 185
Change-185 (-100%)
Value—
Barnett & Company, Inc.
N/A
Shares— from 184
Change-184 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 184
Change-184 (-100%)
Value—
Arbor Trust Wealth Advisors, LLC
N/A
Shares— from 183
Change-183 (-100%)
Value—
Northeast Planning Associates, Inc. / NH /
N/A
Shares— from 181
Change-181 (-100%)
Value—
Harris Associates L P
N/A
Shares— from 180
Change-180 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 180
Change-180 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 179
Change-179 (-100%)
Value—
Vermillion & White Wealth Management Group, LLC
N/A
Shares— from 178
Change-178 (-100%)
Value—
MB Generational Wealth, LLC
N/A
Shares— from 178
Change-178 (-100%)
Value—
Denver Wealth Management, Inc.
N/A
Shares— from 178
Change-178 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 177
Change-177 (-100%)
Value—
North Dallas Bank & Trust Co
N/A
Shares— from 176
Change-176 (-100%)
Value—
SAM Advisors, LLC
N/A
Shares— from 174
Change-174 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 167
Change-167 (-100%)
Value—
Polar Asset Management Partners Inc.
N/A
Shares— from 166
Change-166 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 163
Change-163 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 162
Change-162 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 158
Change-158 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 138
Change-138 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 131
Change-131 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 131
Change-131 (-100%)
Value—
BLI - Banque de Luxembourg Investments
N/A
Shares— from 130
Change-130 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 110
Change-110 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 106
Change-106 (-100%)
Value—
CNB Bank
N/A
Shares— from 101
Change-101 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 98
Change-98 (-100%)
Value—
NI Acquisitions Company, LLC
N/A
Shares— from 98
Change-98 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 97
Change-97 (-100%)
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Sankala Group LLC
N/A
Shares— from 94
Change-94 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 90
Change-90 (-100%)
Value—
Cetera Trust Company, N.a
N/A
Shares— from 87
Change-87 (-100%)
Value—
Baillie Gifford & Co
N/A
Shares— from 80
Change-80 (-100%)
Value—
Emerald Advisers, LLC
N/A
Shares— from 77
Change-77 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 72
Change-72 (-100%)
Value—
Core Capital Management & Research, inc.
N/A
Shares— from 71
Change-71 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 64
Change-64 (-100%)
Value—
Bitterroot Capital Advisors LLC
N/A
Shares— from 55
Change-55 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 55
Change-55 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 52
Change-52 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 50
Change-50 (-100%)
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Philadelphia Investment Partners, LLC
N/A
Shares— from 47
Change-47 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 47
Change-47 (-100%)
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Regatta Research & Money Management
N/A
Shares— from 41
Change-41 (-100%)
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Seneschal Advisors, LLC
N/A
Shares— from 39
Change-39 (-100%)
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Millstone Evans Group, LLC
N/A
Shares— from 38
Change-38 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 36
Change-36 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 36
Change-36 (-100%)
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Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 33
Change-33 (-100%)
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Palladiem, LLC
N/A
Shares— from 29
Change-29 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 28
Change-28 (-100%)
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Bravera Wealth
N/A
Shares— from 28
Change-28 (-100%)
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JDM Financial Group LLC
N/A
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Delta Asset Management LLC
N/A
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Avalon Trust Co
N/A
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PlanVest Financial, Inc
N/A
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Front Row Advisors LLC
N/A
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Change-23 (-100%)
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Park Square Financial Group, LLC
N/A
Shares— from 22
Change-22 (-100%)
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Benson Wealth Management Inc
N/A
Shares— from 21
Change-21 (-100%)
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Luminist Capital LLC
N/A
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Change-21 (-100%)
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Cbiz Investment Advisory Services, LLC
N/A
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Change-20 (-100%)
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Lummis Asset Management, LP
N/A
Shares— from 19
Change-19 (-100%)
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BlueCrest Capital Management Ltd
N/A
Shares— from 16
Change-16 (-100%)
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Bard Associates Inc
N/A
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Change-16 (-100%)
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Atlantic Private Wealth, LLC
N/A
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Copia Wealth Management
N/A
Shares— from 14
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Providence Capital Advisors, LLC
N/A
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Toews Corp
N/A
Shares— from 11
Change-11 (-100%)
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Napier Financial, LLC
N/A
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Change-10 (-100%)
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CloudAlpha Capital Management Limited Kong
N/A
Shares— from 10
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Investors Portfolio Services LLC
N/A
Shares— from 9
Change-9 (-100%)
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Highland Investment Advisors LLC
N/A
Shares— from 8
Change-8 (-100%)
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Cordant, Inc.
N/A
Shares— from 2
Change-2 (-100%)
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Graney & King, LLC
N/A
Shares— from 2
Change-2 (-100%)
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Vanguard Advisers Inc
N/A
Shares— from 2
Change-2 (-100%)
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Ross\johnson & Associates LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 1
Change-1 (-100%)
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Ankerstar Wealth, LLC
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Value—
Status
Geode Capital Management, LLC
INCREASED28,246,10827,705,797+540,311+2%$31.9B$30.0B-$1.9B2026-11-06
Amundi
INCREASED7,304,3254,380,730+2,923,595+67%$5.1B$7.8B+$2.7B2026-11-06
Aberdeen Group plc
INCREASED7,084,241821,638+6,262,603+762%$948.4M$3.6B+$2.6B2026-11-06
Bank of New York Mellon Corp
DECREASED6,950,7727,145,760-194,988-3%$8.2B$7.4B-$844.9M2026-11-05
Barclays PLC
DECREASED6,583,9057,009,200-425,295-6%$8.1B$7.0B-$1.1B2026-11-06
Dimensional Fund Advisors LP
DECREASED6,294,3306,768,971-474,641-7%$7.8B$6.7B-$1.1B2026-11-04
Deutsche Bank Ag\
INCREASED5,245,7104,794,836+450,874+9%$5.5B$5.6B+$52.6M2026-11-06
Citigroup Inc
DECREASED3,347,6415,298,369-1,950,728-37%$6.1B$3.6B-$2.6B2026-11-04
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED3,056,6322,876,227+180,405+6%$3.3B$3.3B-$64.4M2026-11-05
Assenagon Asset Management S.A.
INCREASED2,805,455172,319+2,633,136+1528%$198.9M$3.0B+$2.8B2026-10-15
Sumitomo Mitsui Trust Group, Inc.
DECREASED2,755,3272,924,413-169,086-6%$3.4B$2.9B-$440.9M2026-10-29
Swedbank AB
DECREASED1,947,3172,378,237-430,920-18%$2.7B$2.1B-$671.1M2026-10-27
LPL Financial LLC
INCREASED1,656,6011,557,834+98,767+6%$1.8B$1.8B-$33.7M2026-11-06
Principal Financial Group Inc
DECREASED1,655,8771,674,981-19,104-1%$1.9B$1.8B-$169.7M2026-11-02
Daiwa Securities Group Inc.
INCREASED1,451,9191,222,797+229,122+19%$1.4B$1.5B+$135.0M2026-10-29
ProShare Advisors LLC
INCREASED1,414,9041,327,424+87,480+7%$1.5B$1.5B-$25.2M2026-10-29
Russell Investments Group, Ltd.
DECREASED1,362,9931,579,950-216,957-14%$1.8B$1.5B-$370.3M2026-11-06
Mirae Asset Global Investments Co., Ltd.
INCREASED1,349,3591,325,376+23,983+2%$1.5B$1.4B-$92.7M2026-11-03
DekaBank Deutsche Girozentrale
INCREASED1,162,0431,004,483+157,560+16%$338.1K$1.2M+$901.7K2026-10-27
Pictet Asset Management Holding SA
DECREASED1,017,2761,060,258-42,982-4%$1.2B$1.1B-$140.3M2026-11-03
Robeco Institutional Asset Management B.V.
DECREASED980,5751,022,996-42,421-4%$1.2B$1.0B-$136.4M2026-10-20
Neos Investment Management LLC
INCREASED966,612848,739+117,873+14%$979.7M$1.0B+$49.9M2026-11-04
KBC Group NV
INCREASED903,039784,498+118,541+15%$905.5M$961.8K-$904.6M2026-10-22
New York State Teachers Retirement System
DECREASED846,058879,390-33,332-4%$1.0B$901.1K-$1.0B2026-10-22
US Bancorp \de\
DECREASED751,388768,857-17,469-2%$887.5M$800.3M-$87.2M2026-11-05
PFA Pension, Forsikringsaktieselskab
DECREASED669,103671,006-1,9030%$774.5M$712.7M-$61.9M2026-11-06
MacKenzie Financial Corp
INCREASED666,003567,565+98,438+17%$655.1M$709.4M+$54.2M2026-11-02
Eurizon Capital SGR S.p.A.
INCREASED626,872586,719+40,153+7%$675.6M$668.0M-$7.6M2026-11-06
PNC Financial Services Group, Inc.
INCREASED622,400507,986+114,414+23%$586.4M$662.9M+$76.6M2026-11-06
CIBC Asset Management Inc
INCREASED570,693536,729+33,964+6%$619.5M$607.6M-$11.9M2026-11-05
Wealth Enhancement Advisory Services, LLC
DECREASED570,291623,933-53,642-9%$580.0M$565.2M-$14.8M2026-10-13
Allspring Global Investments Holdings, LLC
INCREASED557,658507,643+50,015+10%$524.0M$612.0M+$87.9M2026-11-04
Asset Management One Co., Ltd.
INCREASED534,799530,154+4,645+1%$612.0M$569.6M-$42.3M2026-10-27
LSV Asset Management
INCREASED510,723467,962+42,761+9%$540.2M$544.0K-$539.6M2026-11-06
Natixis
DECREASED508,773605,581-96,808-16%$699.0M$541.9M-$157.1M2026-11-06
SEB Asset Management AB
INCREASED492,096460,698+31,398+7%$531.8M$524.1M-$7.6M2026-11-04
Creative Planning
INCREASED482,733449,717+33,016+7%$519.1M$514.2M-$4.9M2026-11-02
Cardano Risk Management B.V.
INCREASED451,553334,063+117,490+35%$385.6K$481.0K+$95.3K2026-10-20
Candriam S.C.A.
DECREASED421,356423,394-2,0380%$488.2M$450.4M-$37.8M2026-11-03
Thrivent Financial for Lutherans
INCREASED404,836358,825+46,011+13%$414.2M$431.5K-$413.7M2026-11-05
Assetmark, Inc
INCREASED389,924347,209+42,715+12%$400.8M$415.3M+$14.5M2026-10-21
Retirement Systems of Alabama
DECREASED377,993426,977-48,984-11%$492.9M$402.6M-$90.3M2026-11-04
Vontobel Holding Ltd.
DECREASED374,904396,264-21,360-5%$457.4M$399.3M-$58.1M2026-10-16
State of Michigan Retirement System
DECREASED369,042374,042-5,000-1%$431.8M$393.1M-$38.7M2026-10-27
Strs Ohio
DECREASED365,471398,561-33,090-8%$460.1M$389.3M-$70.8M2026-10-30
State of New Jersey Common Pension Fund D
INCREASED364,744364,643+101+0%$420.9M$388.5M-$32.4M2026-11-05
Fifth Third Bancorp
INCREASED362,102298,637+63,465+21%$344.7M$385.7M+$41.0M2026-11-05
Oak Grove Capital LLC
INCREASED358,415264,856+93,559+35%$305.7M$381.8M+$76.0M2026-10-09
Nykredit A/S
INCREASED340,887303,984+36,903+12%$350.9M$363.1M+$12.2M2026-11-06
Mn Services Vermogensbeheer B.V.
INCREASED332,227328,527+3,700+1%$379.2M$353.9K-$378.9M2026-10-08
Xponance LLC
INCREASED330,585316,243+14,342+5%$365.0M$352.1M-$12.9M2026-11-03
Rakuten Investment Management, Inc.
INCREASED329,165299,691+29,474+10%$343.2M$350.6M+$7.4M2026-10-30
GF Fund Management Co. Ltd.
DECREASED325,584448,075-122,491-27%$517.2M$346.8M-$170.4M2026-10-26
Czech National Bank
INCREASED324,502320,996+3,506+1%$370.5M$345.6M-$24.9M2026-10-13
UniSuper Management Pty Ltd
INCREASED323,108302,354+20,754+7%$349.0M$344.1M-$4.9M2026-10-26
Calamos Advisors LLC
INCREASED318,597313,454+5,143+2%$361.8M$339.3M-$22.5M2026-11-02
Arizona State Retirement System
INCREASED318,534312,924+5,610+2%$361.2M$339.3M-$21.9M2026-11-03
Alecta Tjanstepension Omsesidigt
INCREASED298,120181,120+117,000+65%$208.4M$317.5M+$109.1M2026-11-02
Swiss Life Asset Management Ltd
INCREASED297,602273,075+24,527+9%$315.2M$317.0M+$1.8M2026-11-03
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED288,774305,087-16,313-5%$352.2M$307.6M-$44.6M2026-10-15
Imc-Chicago, LLC
DECREASED283,201493,782-210,581-43%$570.0M$301.6M-$268.3M2026-11-05
Commonwealth Equity Services, LLC
INCREASED280,570271,845+8,725+3%$313.8M$298.8M-$14.9M2026-11-02
Virginia Retirement Systems ET Al
INCREASED280,509268,589+11,920+4%$310.0M$298.8M-$11.3M2026-10-28
Bank Julius Baer & Co. Ltd, Zurich
INCREASED278,277249,868+28,409+11%$288.1M$296.4M+$8.3M2026-10-29
Lido Advisors, LLC
INCREASED276,985251,538+25,447+10%$290.3M$295.0M+$4.7M2026-11-04
BI Asset Management Fondsmaeglerselskab A/S
INCREASED273,772266,778+6,994+3%$307.9M$291.6K-$307.6M2026-10-22
Certuity, LLC
INCREASED270,340269,762+578+0%$311.4M$287.9M-$23.4M2026-11-02
WT Asset Management Ltd
DECREASED268,718429,300-160,582-37%$495.5M$286.2M-$209.3M2026-10-28
IFM Investors Pty Ltd
INCREASED266,728258,078+8,650+3%$297.9M$284.1M-$13.8M2026-10-14
Tensor Edge Capital, LLC
DECREASED259,123271,199-12,076-4%$313.0M$276.0M-$37.0M2026-11-06
Prime Capital Management Co Ltd
UNCHANGED252,618252,61800%$291.6M$269.1M-$22.5M2026-11-06
AMF Tjanstepension AB
DECREASED251,574253,300-1,726-1%$292.4M$268.0M-$24.4M2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED249,521249,086+435+0%$287.5M$265.8M-$21.8M2026-11-03
Aegon Asset Management UK PLC
DECREASED243,636252,108-8,472-3%$291.0M$259.5M-$31.5M2026-11-04
Fund Resources Investment Holding Group Co Ltd
DECREASED240,622542,994-302,372-56%$626.8M$256.3M-$370.5M2026-11-03
Nisa Investment Advisors, LLC
DECREASED237,107239,048-1,941-1%$275.9M$252.5M-$23.4M2026-10-20
B. Metzler seel. Sohn & Co. AG
INCREASED231,64599,397+132,248+133%$114.7M$246.7M+$132.0M2026-10-30
Cambridge Investment Research Advisors, Inc.
INCREASED229,879216,740+13,139+6%$250.2M$244.8K-$249.9M2026-11-02
William Blair Investment Management, LLC
INCREASED224,40514,060+210,345+1496%$16.2M$239.0M+$222.8M2026-11-06
Amalgamated Bank
DECREASED223,181227,833-4,652-2%$263.0M$237.7K-$262.7M2026-10-23
PensionDanmark Pensionsforsikringsaktieselskab
INCREASED221,828218,417+3,411+2%$252.1M$236.3M-$15.8M2026-10-19
Achmea Investment Management B.V.
NEW203,093—+203,093——$216.5M—2026-10-30
OFI Invest Asset Management
INCREASED202,244151,229+51,015+34%$153.8M$190.5M+$36.7M2026-11-06
Kestra Advisory Services, LLC
INCREASED202,221187,408+14,813+8%$216.3M$215.4M-$935.5K2026-11-02
OP Asset Management Ltd
INCREASED201,231155,327+45,904+30%$179.3M$214.3M+$35.0M2026-11-05
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED194,522178,419+16,103+9%$205.9M$207.2M+$1.2M2026-10-20
Pinnacle Associates LTD
DECREASED192,994217,570-24,576-11%$251.1M$205.6M-$45.6M2026-10-20
Truist Financial Corp
INCREASED191,100138,159+52,941+38%$159.5M$203.5M+$44.1M2026-10-30
Montrusco Bolton Investments Inc.
DECREASED182,304204,062-21,758-11%$235.5M$194.2M-$41.4M2026-10-13
Shengqi Capital (Hong Kong) Ltd
DECREASED180,000190,000-10,000-5%$219.3M$191.7M-$27.6M2026-11-05
ABN Amro Investment Solutions
INCREASED179,86085,455+94,405+110%$98.6M$191.6M+$92.9M2026-10-21
TD Waterhouse Canada Inc.
INCREASED177,462127,377+50,085+39%$131.5M$195.0M+$63.4M2026-10-16
Salem Investment Counselors Inc
DECREASED172,686178,055-5,369-3%$205.5M$183.9M-$21.6M2026-10-13
Hosking Partners LLP
DECREASED171,240192,446-21,206-11%$222.1M$182.4M-$39.7M2026-10-21
Gateway Investment Advisers LLC
INCREASED169,818161,538+8,280+5%$186.5M$180.9M-$5.6M2026-10-13
New York Life Investment Management LLC
DECREASED168,092168,423-3310%$194.4M$179.0M-$15.4M2026-11-04
West Wealth Group, LLC
INCREASED167,669585+167,084+28561%$675.5K$694.6K+$19.1K2026-10-14
iA Global Asset Management Inc.
DECREASED167,445201,898-34,453-17%$233.0M$178.3K-$232.9M2026-10-29
Temasek Holdings (Private) Ltd
INCREASED159,948133,006+26,942+20%$153.5M$170.4M+$16.8M2026-10-28
Factory Mutual Insurance Co
INCREASED156,845151,095+5,750+4%$174.4M$167.1M-$7.4M2026-10-30
Sycomore Asset Management
UNCHANGED155,733155,73300%$139.5K$139.5K$02026-10-26
State of Alaska, Department of Revenue
DECREASED151,980161,494-9,514-6%$186.4M$161.9K-$186.2M2026-10-15
Oriental Harbor Investment Master Fund
INCREASED150,893147,587+3,306+2%$170.4M$160.7M-$9.6M2026-10-22
ASR Vermogensbeheer N.V.
INCREASED149,582142,187+7,395+5%$164.1M$159.4M-$4.7M2026-10-16
ZWJ Investment Counsel Inc
DECREASED145,466152,816-7,350-5%$176.4M$154.9M-$21.5M2026-10-15
PKO BP Bankowy Universal Pension Society JSC
UNCHANGED145,000145,00000%$167.4M$154.4M-$12.9M2026-10-09
Zevenbergen Capital Investments LLC
DECREASED144,500173,965-29,465-17%$200.8M$153.9M-$46.9M2026-10-08
Great Lakes Advisors, LLC
DECREASED141,366150,507-9,141-6%$173.7M$150.6M-$23.2M2026-11-06
Profund Advisors LLC
DECREASED139,005153,059-14,054-9%$176.7M$148.1M-$28.6M2026-10-29
Oregon Public Employees Retirement Fund
INCREASED138,858138,652+206+0%$160.0M$147.9M-$12.1M2026-10-30
Mishpacha Holdings Corp
INCREASED137,455126,469+10,986+9%$146.0M$146.4M+$422.8K2026-10-16
Aware Super Pty Ltd as trustee of Aware Super
INCREASED135,905131,370+4,535+3%$151.6M$144.8M-$6.9M2026-10-30
Ethic Inc.
INCREASED135,253132,569+2,684+2%$153.0M$144.1M-$9.0M2026-11-03
Alphinity Investment Management Pty Ltd
DECREASED134,689179,741-45,052-25%$207.5M$143.5M-$64.0M2026-11-02
Quilter Plc
INCREASED131,61081,297+50,313+62%$93.8M$140.2M+$46.3M2026-10-21
Meitav Investment House LTD
INCREASED127,29440,210+87,084+217%$46.4M$135.6M+$89.2M2026-10-28
Louisiana State Employees Retirement System
DECREASED126,700130,100-3,400-3%$150.2M$134.9M-$15.2M2026-10-20
AGF Management LTD
DECREASED126,074229,835-103,761-45%$265.3M$134.3M-$131.0M2026-11-03
Parnassus Investments, LLC
DECREASED122,681132,681-10,000-8%$153.2M$130.7M-$22.5M2026-10-22
ARS Investment Partners, LLC
DECREASED121,948128,151-6,203-5%$147.9M$129.9M-$18.0M2026-11-05
Mutual of America Capital Management LLC
INCREASED120,867120,326+541+0%$138.9M$128.7M-$10.2M2026-10-23
Congress Asset Management Co
INCREASED118,46059,538+58,922+99%$68.7M$126.2M+$57.4M2026-10-06
Yousif Capital Management, LLC
DECREASED115,874117,948-2,074-2%$136.1M$123.4M-$12.7M2026-10-22
Raiffeisen Bank International AG
INCREASED115,494106,273+9,221+9%$121.7M$123.0M+$1.3M2026-10-28
Highland Capital Management, LLC
INCREASED114,087109,725+4,362+4%$126.7M$121.5M-$5.1M2026-10-26
Independent Financial Group, LLC
INCREASED112,256111,056+1,200+1%$128.2M$119.6M-$8.6M2026-10-13
Avanza Fonder AB
INCREASED111,339100,080+11,259+11%$115.5M$118.6M+$3.1M2026-10-13
LBP AM SA
DECREASED107,652128,696-21,044-16%$148.6M$114.7M-$33.9M2026-11-06
Concurrent Investment Advisors, LLC
INCREASED102,31491,350+10,964+12%$105.4M$109.0M+$3.5M2026-10-16
Vest Financial, LLC
INCREASED101,23876,127+25,111+33%$87.9M$107.8M+$20.0M2026-10-21
Generate Investment Management Ltd
INCREASED100,70864,616+36,092+56%$74.6M$107.3M+$32.7M2026-10-14
Exchange Traded Concepts, LLC
DECREASED100,704521,296-420,592-81%$601.7M$107.3M-$494.5M2026-10-28
Ferguson Wellman Capital Management, Inc
INCREASED100,19796,572+3,625+4%$111.5M$106.7M-$4.8M2026-10-05
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED97,582100,262-2,680-3%$115.4M$103.9M-$11.4M2026-10-21
Mill Capital Management, LLC
DECREASED96,957101,867-4,910-5%$117.6M$103.3M-$14.3M2026-10-26
Fort Washington Investment Advisors Inc
DECREASED96,89897,159-2610%$112.1M$103.2M-$8.9M2026-10-15
Verus Capital Partners, LLC
INCREASED93,61893,155+463+1%$107.5M$99.7M-$7.8M2026-11-03
PBU - The Pension Fund of Early Childhood & Youth Educators
INCREASED92,13284,727+7,405+9%$97.8M$98.1M+$331.2K2026-11-06
Belvedere Trading LLC
DECREASED91,298130,028-38,730-30%$150.1M$97.2M-$52.8M2026-11-05
National Mutual Insurance Federation of Agricultural Cooperatives
DECREASED89,000100,000-11,000-11%$115.4M$94.8M-$20.6M2026-10-28
Gulf International Bank (UK) Ltd
INCREASED88,17687,176+1,000+1%$100.6M$93.9K-$100.5M2026-10-20
Union Bancaire Privee, UBP SA
DECREASED87,73898,712-10,974-11%$105.1M$88.9M-$16.2M2026-11-04
Braun Stacey Associates Inc
DECREASED87,54595,775-8,230-9%$110.6M$93.2M-$17.3M2026-10-19
Gemmer Asset Management LLC
INCREASED86,82886,773+55+0%$100.2M$92.5M-$7.7M2026-10-16
Kestra Private Wealth Services, LLC
INCREASED85,79284,889+903+1%$98.0M$91.4M-$6.6M2026-11-06
SBI Securities Co., Ltd.
DECREASED84,966112,158-27,192-24%$129.5M$90.5M-$39.0M2026-10-22
Adell Harriman & Carpenter Inc
INCREASED82,05078,396+3,654+5%$90.5M$87.4M-$3.1M2026-11-02
Savant Capital, LLC
INCREASED80,42562,135+18,290+29%$49.5M$85.7M+$36.1M2026-11-06
NLB Skladi, upravljanje premozenja, d.o.o.
INCREASED80,22873,175+7,053+10%$84.5M$85.5M+$986.5K2026-10-22
Maryland State Retirement & Pension System
INCREASED78,90160,625+18,276+30%$70.0M$84.0M+$14.1M2026-11-05
Jackson Square Capital, LLC
DECREASED78,70590,864-12,159-13%$104.9M$83.8M-$21.1M2026-10-19
Motley Fool Asset Management LLC
NEW78,433—+78,433——$83.5M—2026-10-27
One Way Holdings LLC
DECREASED77,13577,256-1210%$89.2M$82.2M-$7.0M2026-10-29
Appleton Partners Inc
DECREASED75,66680,158-4,492-6%$92.5M$80.6K-$92.4M2026-10-30
J. Safra Sarasin Holding AG
DECREASED74,91182,938-8,027-10%$90.1M$74.7M-$15.3M2026-10-26
KTF Investments, LLC
DECREASED74,46875,710-1,242-2%$87.4M$79.3M-$8.1M2026-10-23
Banque Pictet & CIE SA
DECREASED70,26582,032-11,767-14%$94.7M$74.8M-$19.8M2026-10-16
SteelPeak Wealth, LLC
INCREASED68,91953,833+15,086+28%$62.1M$73.4M+$11.3M2026-10-16
Diversify Wealth Management, LLC
INCREASED68,50767,768+739+1%$61.0M$63.8M+$2.8M2026-10-20
Diversify Advisory Services, LLC
INCREASED68,50767,768+739+1%$61.0M$63.8M+$2.8M2026-10-20
Ninety One UK Ltd
INCREASED68,133428+67,705+15819%$494.0K$72.6M+$72.1M2026-10-15
Vise Technologies, Inc.
INCREASED67,46857,298+10,170+18%$66.1M$71.9M+$5.7M2026-10-29
M&G Plc
INCREASED66,70760,062+6,645+11%$69.3M$71.0M+$1.7M2026-11-04
Crossmark Global Holdings, Inc.
DECREASED66,49867,693-1,195-2%$78.1M$70.8M-$7.3M2026-10-21
Consolidated Investment Group LLC
DECREASED66,47083,270-16,800-20%$96.1M$70.8M-$25.3M2026-11-04
Petredis Investment Advisors LLC
INCREASED66,39566,285+110+0%$76.5M$70.7M-$5.8M2026-10-20
China Universal Asset Management Co., Ltd.
INCREASED66,16359,879+6,284+10%$69.1M$70.5M+$1.4M2026-10-28
DCF Advisers, LLC
DECREASED66,000100,000-34,000-34%$115.4M$70.3M-$45.1M2026-11-04
Regions Financial Corp
INCREASED65,83039,445+26,385+67%$45.5M$70.1M+$24.6M2026-11-05
Cookson Peirce & Co Inc
DECREASED64,89465,410-516-1%$75.5M$69.1M-$6.4M2026-10-30
Fideuram Asset Management (Ireland) dac
INCREASED63,57226,032+37,540+144%$23.8M$61.5M+$37.7M2026-10-29
Funde Sino Life Insurance Co Ltd
DECREASED63,428212,943-149,515-70%$245.8M$67.6M-$178.2M2026-11-03
D.A. Davidson & Co.
INCREASED63,31256,340+6,972+12%$65.0M$67.4M+$2.4M2026-10-28
Richard C. Young & Co., Ltd.
DECREASED63,12564,454-1,329-2%$74.4M$67.2M-$7.2M2026-11-04
Farther Finance Advisors, LLC
INCREASED62,97357,711+5,262+9%$66.6M$67.1M+$470.0K2026-10-08
Sapient Capital LLC
DECREASED62,95963,701-742-1%$73.5M$67.1M-$6.5M2026-10-08
HUB Investment Partners, LLC
INCREASED62,40038,847+23,553+61%$44.8M$66.5M+$21.6M2026-11-03
Prospera Financial Services Inc
INCREASED62,30649,032+13,274+27%$56.6M$55.1M-$1.5M2026-11-04
Sava Infond d.o.o.
INCREASED61,85627,560+34,296+124%$31.8M$65.9M+$34.1M2026-10-28
Cornerstone Advisors, LLC
UNCHANGED61,04561,04500%$70.5M$65.0M-$5.4M2026-11-06
Unicom Systems, Inc.
INCREASED60,80050,800+10,000+20%$58.6M$64.8M+$6.1M2026-10-13
Hartford Investment Management Co
DECREASED60,45362,340-1,887-3%$72.0M$64.4M-$7.6M2026-11-04
Generali Asset Management SPA SGR
INCREASED60,42058,484+1,936+3%$67.5M$64.4M-$3.2M2026-10-26
Brookstone Capital Management
INCREASED59,87839,509+20,369+52%$45.6M$63.8M+$18.2M2026-10-22
Univest Financial Corp
DECREASED59,48362,206-2,723-4%$71.8M$63.4M-$8.4M2026-11-05
NWF Advisory Services Inc.
DECREASED59,07059,795-725-1%$69.0M$62.9M-$6.1M2026-10-19
Credit Capital Investments LLC
UNCHANGED58,55058,55000%$67.6M$62.4M-$5.2M2026-10-22
Ibex Wealth Advisors
DECREASED58,46363,705-5,242-8%$73.5M$62.3M-$11.3M2026-11-06
Illinois Municipal Retirement Fund
INCREASED58,14947,882+10,267+21%$55.3M$61.9M+$6.7M2026-11-05
Compagnie Lombard Odier SCmA
INCREASED56,99226,490+30,502+115%$30.6M$60.7M+$30.1M2026-11-04
AIA Group Ltd
DECREASED56,63268,953-12,321-18%$79.6M$60.3M-$19.3M2026-10-30
Busey Bank
INCREASED56,61341,745+14,868+36%$48.2M$60.3M+$12.1M2026-10-26
New Mexico Educational Retirement Board
UNCHANGED55,97555,97500%$64.6M$59.6K-$64.6M2026-11-05
Merit Financial Group, LLC
INCREASED55,91654,879+1,037+2%$63.3M$59.6M-$3.8M2026-11-06
Zweig-DiMenna Associates LLC
INCREASED54,70241,377+13,325+32%$47.8M$58.3M+$10.5M2026-11-06
Level Four Advisory Services, LLC
INCREASED54,65250,423+4,229+8%$58.2M$58.2M+$7.7K2026-11-06
Oppenheimer & Co Inc
INCREASED54,59948,520+6,079+13%$56.0M$58.2M+$2.1M2026-10-26
M & L Capital Management Ltd
INCREASED54,31341,763+12,550+30%$48.2M$57.8M+$9.6M2026-10-26
Ag2r LA Mondiale Gestion D'actifs
INCREASED53,54749,455+4,092+8%$57.1M$57.0M-$52.0K2026-10-26
Adams Diversified Equity Fund, Inc.
INCREASED53,20049,800+3,400+7%$57.5M$56.7M-$819.8K2026-10-21
Allworth Financial LP
INCREASED52,67447,578+5,096+11%$54.9M$60.8M+$5.9M2026-11-06
Florida Trust Wealth Management Co
INCREASED52,53352,196+337+1%$60.2M$56.0M-$4.3M2026-11-05
Eulav Asset Management
DECREASED52,00653,506-1,500-3%$61.8M$55.4M-$6.4M2026-10-23
Nippon Life Global Investors Americas, Inc.
DECREASED51,93056,970-5,040-9%$65.8M$55.3M-$10.4M2026-10-29
HB Wealth Management, LLC
INCREASED51,90542,036+9,869+23%$48.5M$55.3M+$6.8M2026-10-23
Smith Salley Wealth Management
INCREASED50,48849,183+1,305+3%$56.8M$53.8M-$3.0M2026-11-03
Annex Advisory Services, LLC
INCREASED50,3825,304+45,078+850%$6.1M$53.7M+$47.5M2026-10-16
Triglav Investments, D.O.O.
DECREASED50,30866,486-16,178-24%$76.7M$53.6M-$23.1M2026-11-06
Global X Japan Co., Ltd.
DECREASED50,29254,218-3,926-7%$62.6M$53.6M-$9.0M2026-10-21
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
INCREASED50,09245,681+4,411+10%$52.7M$53.4M+$624.3K2026-10-22
Sterling Capital Management LLC
INCREASED48,85147,146+1,705+4%$54.4M$52.0M-$2.4M2026-10-22
Allen Investment Management, LLC
INCREASED48,60447,219+1,385+3%$54.5M$51.8M-$2.7M2026-11-03
Halter Ferguson Financial Inc.
INCREASED48,29318,140+30,153+166%$20.9M$51.4M+$30.5M2026-10-21
Park Avenue Securities LLC
INCREASED47,94244,706+3,236+7%$51.6M$51.1K-$51.6M2026-10-26
Rakuten Securities, Inc.
DECREASED47,90885,628-37,720-44%$98.8M$51.0M-$47.8M2026-11-02
Meridian Wealth Management, LLC
INCREASED46,93746,508+429+1%$53.7M$50.0M-$3.7M2026-11-05
Bokf, NA
INCREASED46,35345,057+1,296+3%$52.0M$49.4M-$2.6M2026-10-27
UMB Bank, n.a.
INCREASED45,52432,994+12,530+38%$38.1M$48.5M+$10.4M2026-11-06
Gerber Kawasaki Wealth & Investment Management
INCREASED44,82743,055+1,772+4%$49.7M$47.7M-$2.0M2026-10-29
Private Advisory Group LLC
INCREASED44,35937,307+7,052+19%$43.1M$47.2M+$4.2M2026-11-06
OAK Ridge Investments LLC
DECREASED44,32446,595-2,271-5%$53.8M$47.2M-$6.6M2026-10-30
Powszechne Towarzystwo Emerytalne Allianz Polska S.A.
NEW44,042—+44,042——$46.9M—2026-10-22
Marathon Asset Management Ltd
DECREASED43,94953,547-9,598-18%$61.8M$46.8M-$15.0M2026-10-26
Scott & Selber, Inc.
INCREASED43,65843,651+7+0%$50.4M$46.5M-$3.9M2026-10-21
Tokio Marine Asset Management Co LTD
INCREASED43,29141,529+1,762+4%$47.9M$46.1M-$1.8M2026-10-26
Nicholas Company, Inc.
NEW43,130—+43,130——$45.9M—2026-11-05
First Citizens Bank & Trust Co
INCREASED42,92333,029+9,894+30%$38.1M$45.7M+$7.6M2026-10-14
Perpetual Ltd
INCREASED42,4958,354+34,141+409%$9.6M$45.3M+$35.6M2026-10-13
Kepler Cheuvreux (Suisse) SA
DECREASED42,45346,791-4,338-9%$54.0M$45.2M-$8.7M2026-10-20
Franklin Street Advisors Inc
INCREASED42,42737,141+5,286+14%$42.9M$45.2M+$2.3M2026-10-13
Beese Fulmer Investment Management, Inc.
DECREASED42,27444,735-2,461-5%$51.6M$45.0M-$6.6M2026-10-23
Ritholtz Wealth Management
INCREASED42,12938,411+3,718+10%$44.3M$44.9M+$534.2K2026-11-05
Prime Capital Investment Advisors, LLC
DECREASED41,85543,209-1,354-3%$49.9M$44.6M-$5.3M2026-10-20
Spectrum Financial Alliance Ltd LLC
INCREASED40,87839,799+1,079+3%$45.9M$43.5M-$2.4M2026-10-29
E. Ohman J:or Asset Management AB
INCREASED40,55439,824+730+2%$46.0M$43.2M-$2.8M2026-10-22
Atria Investments, Inc
INCREASED40,27032,935+7,335+22%$38.0M$42.9M+$4.9M2026-10-15
Clearstead Advisors, LLC
DECREASED40,25843,110-2,852-7%$49.8M$42.9M-$6.9M2026-11-06
PKO Investment Management Joint-Stock Co
INCREASED40,13739,000+1,137+3%$45.0M$42.8M-$2.3M2026-10-19
Eastern Bank
INCREASED39,85719,818+20,039+101%$22.9M$42.5M+$19.6M2026-10-05
Apollon Wealth Management, LLC
INCREASED39,81035,144+4,666+13%$40.6M$42.4M+$1.8M2026-10-23
Oppenheimer Asset Management Inc.
INCREASED39,43423,001+16,433+71%$26.5M$42.0M+$15.5M2026-10-27
Leonteq Securities AG
DECREASED39,42257,103-17,681-31%$65.9M$42.0M-$23.9M2026-10-29
Krilogy Financial LLC
INCREASED38,89737,288+1,609+4%$43.0M$38.5M-$4.6M2026-10-13
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
INCREASED38,50031,000+7,500+24%$35.8M$41.0M+$5.2M2026-11-05
Elevation Point Wealth Partners, LLC
INCREASED38,36235,098+3,264+9%$40.5M$40.9M+$363.4K2026-11-05
Wallington Asset Management, LLC
DECREASED37,19443,268-6,074-14%$49.9M$39.6M-$10.3M2026-11-04
Harel Insurance Investments & Financial Services Ltd.
INCREASED37,11126,357+10,754+41%$30.4M$39.5K-$30.4M2026-11-02
Gamma Investing LLC
INCREASED36,82733,841+2,986+9%$39.1M$39.2M+$162.3K2026-10-08
Bank Pictet & Cie (Europe) AG
INCREASED35,91432,801+3,113+9%$37.9M$38.3M+$390.5K2026-10-20
Sierra Summit Advisors LLC
INCREASED35,58130,581+5,000+16%$35.3M$37.9M+$2.6M2026-10-28
Empire Life Investments Inc.
INCREASED35,53431,801+3,733+12%$36.7M$37.8M+$1.1M2026-11-06
Citizens Financial Group Inc
INCREASED34,95718,479+16,478+89%$21.3M$37.2M+$15.9M2026-10-23
Chilton Capital Management LLC
INCREASED34,81115,958+18,853+118%$18.4M$37.1M+$18.7M2026-10-28
Fisher Funds Management LTD
DECREASED34,61340,629-6,016-15%$46.9M$36.9M-$10.0M2026-10-13
North Dakota State Investment Board
INCREASED34,52633,224+1,302+4%$38.4M$36.8M-$1.6M2026-10-27
Traynor Capital Management, Inc.
INCREASED33,52522,769+10,756+47%$26.3M$35.7M+$9.4M2026-10-29
Choreo, LLC
INCREASED33,17631,826+1,350+4%$36.7M$35.3M-$1.4M2026-10-28
Cullen T Bankers, Inc.
INCREASED33,10612,423+20,683+166%$14.3M$35.3M+$20.9M2026-10-28
Davenport & Co LLC
DECREASED32,83033,300-470-1%$38.4M$35.0M-$3.5M2026-10-14
Convergence Investment Partners, LLC
INCREASED32,26917,352+14,917+86%$20.0M$34.4M+$14.3M2026-10-28
S-Bank Fund Management Ltd
INCREASED32,0759,858+22,217+225%$11.4M$34.2M+$22.8M2026-11-06
Verdence Capital Advisors LLC
INCREASED31,84031,319+521+2%$36.2M$33.9M-$2.2M2026-10-26
Howard Capital Management, LLC
DECREASED31,55531,643-880%$36.5M$33.6M-$2.9M2026-10-16
Badgley Phelps Wealth Managers, LLC
INCREASED31,32329,632+1,691+6%$34.2M$33.4M-$841.4K2026-10-22
Plato Investment Management Ltd
INCREASED31,11929,519+1,600+5%$33.9M$33.3M-$600.6K2026-11-05
Meiji Yasuda America Inc
INCREASED31,09125,038+6,053+24%$28.9M$33.1M+$4.2M2026-10-22
Quintet Private Bank (Europe) S.A.
INCREASED30,9244,995+25,929+519%$5.8M$32.9M+$27.2M2026-10-08
J.W. Cole Advisors, Inc.
DECREASED30,55232,411-1,859-6%$37.4M$32.5M-$4.9M2026-11-05
Signaturefd, LLC
INCREASED30,50629,389+1,117+4%$33.9M$32.5M-$1.4M2026-10-23
Fisher Asset Management, LLC
INCREASED30,43424,418+6,016+25%$28.2M$32.4M+$4.2M2026-11-06
AlphaCore Capital LLC
DECREASED30,18332,889-2,706-8%$38.0M$32.1M-$5.8M2026-11-04
Bensler, LLC
DECREASED30,00530,945-940-3%$35.7M$32.0M-$3.8M2026-11-05
Evergreen Capital Management LLC
INCREASED29,87729,017+860+3%$33.5M$31.8M-$1.7M2026-10-23
Perigon Wealth Management, LLC
DECREASED29,67032,019-2,349-7%$37.0M$31.6M-$5.4M2026-10-22
CX Institutional
INCREASED29,6357,270+22,365+308%$8.4K$31.6K+$23.2K2026-10-02
Trek Financial, LLC
INCREASED29,48123,997+5,484+23%$27.7M$31.4M+$3.7M2026-10-29
Securian Asset Management, Inc
DECREASED29,33129,986-655-2%$25.5M$31.2M+$5.8M2026-11-06
Burney Co/
INCREASED29,06919,104+9,965+52%$22.1M$31.0M+$8.9M2026-10-15
Quadrant Capital Group LLC
INCREASED28,25227,892+360+1%$32.2M$26.9M-$5.3M2026-10-20
Boston Common Asset Management, LLC
INCREASED28,20823,578+4,630+20%$27.2M$30.0M+$2.8M2026-10-13
Welch Group, LLC
INCREASED27,99727,937+60+0%$32.2M$29.8M-$2.4M2026-10-29
Diversified Trust Co
INCREASED27,60224,456+3,146+13%$28.2M$29.4M+$1.2M2026-11-06
Kapitalo Investimentos Ltda
INCREASED27,4421,000+26,442+2644%$1.2M$29.2M+$28.1M2026-10-20
Linden Rose Investment LLC
INCREASED27,32624,981+2,345+9%$28.8M$29.1M+$269.2K2026-11-03
Naples Global Advisors, LLC
DECREASED27,18930,262-3,073-10%$34.9M$29.0M-$6.0M2026-11-05
Frank, Rimerman Advisors LLC
DECREASED27,08327,378-295-1%$31.6M$28.8M-$2.8M2026-10-16
Arbejdsmarkedets Tillaegspension
INCREASED27,08025,880+1,200+5%$29.9M$28.8M-$1.0M2026-10-30
Truxt Investmentos Ltda.
INCREASED26,3641,008+25,356+2515%$1.2M$28.1M+$26.9M2026-11-03
Andar Capital Management HK Ltd
DECREASED26,00029,700-3,700-12%$34.3M$27.7M-$6.6M2026-11-06
Sigma Planning Corp
INCREASED25,92825,156+772+3%$29.0M$26.6M-$2.4M2026-10-23
Synergy Asset Management, LLC
INCREASED25,78222,114+3,668+17%$25.5M$27.5M+$1.9M2026-11-05
Masterinvest Kapitalanlage GmbH
INCREASED25,75025,637+113+0%$29.6M$27.4M-$2.2M2026-11-03
Blume Capital Management, Inc.
DECREASED25,52625,926-400-2%$29.9M$27.2M-$2.7M2026-10-26
Crestwood Advisors Group, LLC
INCREASED25,29119,949+5,342+27%$23.0M$26.9M+$3.9M2026-10-27
Chicago Partners Investment Group LLC
INCREASED25,28923,483+1,806+8%$23.3M$22.2M-$1.1M2026-10-27
Fifth Third Wealth Advisors LLC
DECREASED25,25425,623-369-1%$29.6M$26.9M-$2.7M2026-10-22
Praxis Investment Management Inc
UNCHANGED25,21125,21100%$29.1M$26.9K-$29.1M2026-11-03
Everest Financial Group LLC
INCREASED25,03122,133+2,898+13%$25.5M$26.7M+$1.1M2026-11-06
Hoey Investments, Inc
INCREASED24,95318,038+6,915+38%$20.8M$26.6M+$5.8M2026-10-29
Overbrook Management Corp
INCREASED24,71414,138+10,576+75%$16.3M$26.3M+$10.0M2026-10-08
NorthCrest Asset Manangement, LLC
DECREASED24,68831,324-6,636-21%$31.1M$25.6M-$5.5M2026-10-13
Brighton Jones LLC
DECREASED24,09825,764-1,666-6%$29.7M$25.7M-$4.1M2026-11-03
Moran Wealth Management, LLC
INCREASED24,00523,844+161+1%$27.5M$25.6M-$2.0M2026-10-22
MGO One Seven LLC
DECREASED23,98628,152-4,166-15%$32.5M$25.5M-$6.9M2026-10-28
Hennion & Walsh Asset Management, Inc.
DECREASED23,95826,264-2,306-9%$30.3M$25.5M-$4.8M2026-10-13
Nilsine Partners, LLC
DECREASED23,88829,433-5,545-19%$34.0M$25.4M-$8.5M2026-11-02
Knights of Columbus Asset Advisors LLC
INCREASED23,87717,335+6,542+38%$20.0M$25.4M+$5.4M2026-11-05
FFG Partners, LLC
DECREASED23,33424,462-1,128-5%$28.2M$24.9M-$3.4M2026-10-15
Dana Investment Advisors, Inc.
INCREASED23,19722,655+542+2%$26.2M$24.7M-$1.4M2026-11-06
Parallel Advisors, LLC
INCREASED23,18522,278+907+4%$25.7M$24.7M-$1.0M2026-11-03
Greenleaf Trust
DECREASED23,05123,782-731-3%$27.5M$24.6M-$2.9M2026-10-29
Kingswood Wealth Advisors, LLC
DECREASED22,94024,024-1,084-5%$27.7M$24.4M-$3.3M2026-10-23
Activest Wealth Management
INCREASED22,64422,573+71+0%$26.1M$24.1M-$1.9M2026-10-15
Park National Corp
INCREASED22,6252,947+19,678+668%$3.4M$24.1M+$20.7M2026-10-05
Keybank National Association
INCREASED22,43721,550+887+4%$24.9M$23.9M-$977.1K2026-11-04
Lmcg Investments, LLC
DECREASED22,34725,422-3,075-12%$29.3M$23.8M-$5.5M2026-10-21
Granite FO LLC
UNCHANGED21,84921,84900%$25.2M$23.3M-$1.9M2026-10-14
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED21,79731,930-10,133-32%$36.9M$23.2M-$13.6M2026-10-27
Americana Partners, LLC
INCREASED21,6917,227+14,464+200%$8.3M$23.1M+$14.8M2026-10-28
Lazard Freres Gestion S.A.S.
DECREASED21,61922,562-943-4%$26.0M$23.0K-$26.0M2026-11-03
Wedbush Securities Inc
INCREASED21,39620,504+892+4%$23.7M$22.8K-$23.6M2026-10-22
Eagle Rock Investment Company, LLC
DECREASED21,23521,268-330%$24.5M$22.6M-$1.9M2026-10-21
Fulton Bank, N.A.
INCREASED21,03815,303+5,735+37%$17.7M$22.4M+$4.7M2026-10-14
Calamos Wealth Management LLC
INCREASED20,94515,391+5,554+36%$17.8M$22.3M+$4.5M2026-11-02
Bailard, Inc.
DECREASED20,69820,946-248-1%$24.2M$22.0M-$2.1M2026-10-13
Wedmont Private Capital
INCREASED20,36717,183+3,184+19%$16.8M$21.1M+$4.3M2026-10-09
JAG Capital Management, LLC
INCREASED20,36317,647+2,716+15%$20.4M$21.7M+$1.3M2026-11-06
Maxi Investments CY Ltd
INCREASED20,23111,500+8,731+76%$13.3M$21.5K-$13.3M2026-10-26
Tema Etfs LLC
DECREASED20,17521,167-992-5%$24.4M$21.5M-$2.9M2026-10-16
Moors & Cabot, Inc.
DECREASED19,97624,084-4,108-17%$27.8M$21.3M-$6.5M2026-11-06
Cidel Asset Management Inc
DECREASED19,95320,468-515-3%$23.6M$21.3M-$2.4M2026-10-29
Fulcrum Asset Management LLP
DECREASED19,94520,696-751-4%$23.7M$21.2M-$2.5M2026-11-04
SS&H Financial Advisors, Inc.
DECREASED19,93019,965-350%$23.0M$21.2K-$23.0M2026-10-28
CenterBook Partners LP
INCREASED19,85415,198+4,656+31%$17.5M$21.1M+$3.6M2026-11-02
Wealth Effects LLC
INCREASED19,71019,433+277+1%$22.4M$21.0M-$1.4M2026-10-23
OpenArc Corporate Advisory, LLC
INCREASED18,91212,595+6,317+50%$14.5M$20.1M+$5.6M2026-10-21
SeaBridge Investment Advisors LLC
DECREASED18,90919,686-777-4%$22.7M$20.1M-$2.6M2026-11-02
Pictet North America Advisors SA
INCREASED18,89117,108+1,783+10%$19.7M$20.1M+$373.4K2026-10-21
International Assets Investment Management, LLC
DECREASED18,800249,673-230,873-92%$15.4M$20.6M+$5.2M2026-11-02
Clear Creek Financial Management, LLC
DECREASED18,78536,300-17,515-48%$41.9M$20.0M-$21.9M2026-10-28
B. Riley Wealth Advisors, Inc.
INCREASED18,52911,686+6,843+59%$13.4M$19.7M+$6.4M2026-10-13
Globalt Investments LLC / GA
DECREASED18,52018,942-422-2%$21.9M$19.7M-$2.1M2026-10-27
Icici Prudential Asset Management Co Ltd
DECREASED18,43118,649-218-1%$21.5M$19.6M-$1.9M2026-11-06
Ascent Group, LLC
INCREASED18,30217,083+1,219+7%$19.7M$19.5M-$225.0K2026-10-30
King Luther Capital Management Corp
INCREASED18,05016,739+1,311+8%$19.3M$19.2M-$96.4K2026-11-05
Financiere des Professionnels - Fonds d'investissement inc.
DECREASED18,03118,754-723-4%$21.6M$19.2M-$2.4M2026-11-03
Chapin Davis, Inc.
INCREASED17,98717,943+44+0%$20.7M$19.2M-$1.6M2026-10-09
Valen Private Capital, LLC
NEW17,872—+17,872——$19.0M—2026-10-23
DDD Partners, LLC
DECREASED17,80219,682-1,880-10%$22.7M$19.0M-$3.8M2026-11-02
RKL Wealth Management LLC
DECREASED17,63318,655-1,022-5%$21.5M$18.8M-$2.8M2026-10-16
StoneX Group Inc.
INCREASED17,5612,571+14,990+583%$3.0M$16.1M+$13.1M2026-11-03
Asset Management Advisors, LLC
DECREASED17,51217,717-205-1%$20.5M$18.7M-$1.8M2026-10-26
Financial Synergies Wealth Advisors, Inc.
INCREASED17,45017,130+320+2%$19.8M$18.6M-$1.2M2026-10-16
Mitchell Capital Management Co
INCREASED17,23915,821+1,418+9%$18.3M$18.4M+$99.4K2026-10-29
Grimes & Co Wealth Management, LLC
DECREASED17,16227,603-10,441-38%$31.9M$18.3M-$13.6M2026-10-29
Advisors Management Group Inc
DECREASED17,13322,371-5,238-23%$25.8M$18.2K-$25.8M2026-11-05
Bochk Asset Management Ltd
INCREASED17,02516,143+882+5%$18.6M$18.1M-$500.2K2026-10-29
Sagespring Wealth Partners, LLC
INCREASED16,98215,536+1,446+9%$17.9M$18.1M+$154.1K2026-10-22
Bdf-Gestion
DECREASED16,96719,119-2,152-11%$2.0M$18.1M+$16.0M2026-10-19
Spire Wealth Management
DECREASED16,50720,380-3,873-19%$23.5M$17.6M-$5.9M2026-10-30
Community Bank & Trust, Waco, Texas
DECREASED16,34617,649-1,303-7%$20.4M$17.4K-$20.4M2026-10-19
Slow Capital, Inc.
INCREASED16,23016,216+14+0%$18.7M$17.3M-$1.4M2026-10-23
Zega Investments, LLC
INCREASED16,22210,750+5,472+51%$12.4M$17.3M+$4.9M2026-11-04
Ashton Thomas Private Wealth, LLC
DECREASED16,03718,946-2,909-15%$21.9M$17.1M-$4.8M2026-11-03
Sowell Financial Services LLC
INCREASED15,98314,587+1,396+10%$16.8M$17.0M+$186.6K2026-10-23
Compound Planning, Inc.
DECREASED15,91618,602-2,686-14%$21.5M$17.0M-$4.5M2026-11-05
Lester Murray Antman dba SimplyRich
UNCHANGED15,90015,90000%$18.4M$16.9M-$1.4M2026-11-06
Avior Wealth Management, LLC
DECREASED15,87735,638-19,761-55%$41.1M$16.9M-$24.2M2026-10-13
Williams Jones Wealth Management, Llc.
DECREASED15,86816,737-869-5%$19.3M$16.9M-$2.4M2026-11-05
Signal Advisors Wealth, LLC
NEW15,811—+15,811——$16.8M—2026-10-13
IFP Advisors, Inc
DECREASED15,77916,479-700-4%$19.0M$16.8M-$2.2M2026-10-16
Cache Advisors, LLC
INCREASED15,74712,970+2,777+21%$15.0M$16.8M+$1.8M2026-10-16
Tran Capital Management, L.P.
INCREASED15,62112,221+3,400+28%$14.1M$16.6M+$2.5M2026-10-19
Norden Group LLC
INCREASED15,47113,580+1,891+14%$15.7M$16.5M+$803.3K2026-10-20
Kennedy Investment Group, Inc.
INCREASED15,40510,412+4,993+48%$12.0M$16.4M+$4.4M2026-10-21
Sawgrass Asset Management LLC
INCREASED15,3953,053+12,342+404%$3.5M$16.4M+$12.9M2026-11-03
Bosman Wealth Management, LLC
DECREASED15,39318,615-3,222-17%$21.5M$16.4M-$5.1M2026-10-28
Stanley-Laman Group, Ltd.
DECREASED15,38915,486-97-1%$17.9M$16.4M-$1.5M2026-10-20
Investment House LLC
DECREASED15,15523,375-8,220-35%$27.0M$16.1M-$10.8M2026-10-21
Midwest Professional Planners, Ltd.
INCREASED14,9807,516+7,464+99%$8.7M$16.0M+$7.3M2026-10-29
Wespac Advisors SoCal, LLC
INCREASED14,79614,628+168+1%$16.9M$15.8M-$1.1M2026-10-13
MV Capital Management, Inc.
DECREASED14,77625,244-10,468-41%$29.1M$15.7M-$13.4M2026-10-29
Gunderson Capital Management LLC
DECREASED14,71517,982-3,267-18%$20.8M$15.7M-$5.1M2026-10-15
Wesbanco Bank Inc
DECREASED14,70425,570-10,866-42%$29.5M$15.7M-$13.9M2026-11-04
Aaron Wealth Advisors LLC
INCREASED14,67613,980+696+5%$16.1M$15.6M-$505.4K2026-10-13
Sawyer & Company, Inc
DECREASED14,62816,036-1,408-9%$18.5M$15.6M-$2.9M2026-10-21
IPG Investment Advisors LLC
DECREASED14,59915,989-1,390-9%$18.5M$15.5M-$2.9M2026-10-30
Flossbach VON Storch SE
NEW14,585—+14,585——$15.5M—2026-10-28
Y.D. More Investments Ltd
INCREASED14,53413,940+594+4%$16.1M$15.5M-$611.9K2026-11-02
Soltis Investment Advisors LLC
INCREASED14,27113,711+560+4%$15.8M$15.2M-$625.5K2026-10-28
Decker Retirement Planning Inc.
INCREASED14,2451,546+12,699+821%$1.8M$15.2M+$13.4M2026-10-19
Franchise GP Ltd
INCREASED14,20013,380+820+6%$15.4M$15.1M-$319.8K2026-10-16
Darden Wealth Group Inc
INCREASED14,16313,886+277+2%$16.0M$15.1M-$943.3K2026-11-06
Wealth Management Partners, LLC
INCREASED14,0139,484+4,529+48%$10.9M$14.9M+$4.0M2026-10-21
Flynn Zito Capital Management, LLC
DECREASED13,96114,102-141-1%$16.3M$14.9M-$1.4M2026-11-04
Teamwork Financial Advisors, LLC
INCREASED13,7715,506+8,265+150%$6.4M$14.7M+$8.3M2026-10-19
VestGen Advisors, LLC
DECREASED13,73627,347-13,611-50%$31.6M$14.6M-$16.9M2026-10-27
Maytree Asset Management Ltd
INCREASED13,660912+12,748+1398%$1.1M$14.5M+$13.5M2026-10-29
Bank of Stockton
DECREASED13,51513,664-149-1%$15.8M$14.4M-$1.4M2026-10-20
Leonard Rickey Investment Advisors P.L.L.C.
DECREASED13,46113,559-98-1%$15.7M$14.3M-$1.3M2026-10-29
Koshinski Asset Management, Inc.
DECREASED13,41214,346-934-7%$16.6M$14.3M-$2.3M2026-10-29
Generali Investments, Management Co LLC
NEW13,405—+13,405——$14.3M—2026-10-19
True Private Wealth Advisors
DECREASED13,39514,454-1,059-7%$16.7M$14.3M-$2.4M2026-10-19
Sovran Advisors, LLC
INCREASED13,3527,784+5,568+72%$6.4M$12.5M+$6.1M2026-11-02
Wealthcare Advisory Partners LLC
INCREASED13,26013,250+10+0%$15.3M$14.1M-$1.2M2026-10-21
Mather Group, Llc.
INCREASED13,1038,883+4,220+48%$10.3M$14.0M+$3.7M2026-10-14
Delta Capital Management LLC
DECREASED13,07521,005-7,930-38%$24.2K$13.9K-$10.3K2026-10-16
Nfsg Corp
DECREASED12,94113,559-618-5%$15.7M$13.8M-$1.9M2026-10-15
Piar LLC
DECREASED12,92513,380-455-3%$15.4M$13.8M-$1.7M2026-10-21
Heck Capital Advisors, LLC
INCREASED12,84012,827+13+0%$14.8M$13.7M-$1.1M2026-10-14
Orca Wealth Management, LLC
DECREASED12,80612,934-128-1%$14.9M$13.6M-$1.3M2026-10-14
City State Bank
DECREASED12,77413,013-239-2%$15.0M$13.6M-$1.4M2026-10-20
Balboa Wealth Partners
DECREASED12,61313,707-1,094-8%$15.8M$13.4M-$2.4M2026-10-20
Citizens National Bank Trust Department
DECREASED12,50313,000-497-4%$15.0M$13.3M-$1.7M2026-11-04
CoreCap Advisors, LLC
DECREASED12,44517,131-4,686-27%$19.8M$13.3M-$6.5M2026-10-08
Trust Asset Management LLC
UNCHANGED12,44412,44400%$14.4M$13.3M-$1.1M2026-11-03
Mirabaud & Cie SA
INCREASED12,30712,300+7+0%$14.2M$13.1M-$1.1M2026-10-27
Daymark Wealth Partners, LLC
INCREASED12,2528,626+3,626+42%$10.0M$13.0M+$3.1M2026-11-04
First National Trust Co
INCREASED12,2398,811+3,428+39%$10.2M$13.0M+$2.9M2026-10-28
Mission Wealth Management, LP
DECREASED12,15021,887-9,737-44%$25.3M$12.9M-$12.3M2026-10-15
Left Brain Wealth Management, LLC
DECREASED12,09312,629-536-4%$14.6M$12.9M-$1.7M2026-10-28
RW Investment Management LLC
INCREASED12,08711,939+148+1%$13.8M$12.9M-$906.6K2026-11-03
Norman Fields, Gottscho Capital Management, LLC
DECREASED12,02212,072-500%$13.9M$12.8M-$1.1M2026-10-05
Maestria Partners LLC
UNCHANGED12,00012,00000%$13.9M$12.8M-$1.1M2026-10-22
Valeo Financial Advisors, LLC
INCREASED11,85110,232+1,619+16%$11.8M$12.6M+$812.2K2026-10-08
Summit Global Investments
INCREASED11,8207,186+4,634+64%$8.3M$12.6K-$8.3M2026-10-28
Symphony Financial, Ltd. Co.
INCREASED11,7645,839+5,925+101%$6.7M$12.5M+$5.8M2026-10-22
Kestra Investment Management, LLC
INCREASED11,7288,471+3,257+38%$9.8M$12.5M+$2.7M2026-11-04
Nations Financial Group Inc,
INCREASED11,69510,949+746+7%$12.6M$12.5M-$181.9K2026-11-05
RMR Wealth Builders
DECREASED11,68612,610-924-7%$14.6M$12.4M-$2.1M2026-10-22
111 Capital
DECREASED11,56212,738-1,176-9%$14.7M$12.3M-$2.4M2026-11-03
Dedeker Financial LLC
INCREASED11,51411,488+26+0%$13.3M$12.3M-$997.3K2026-10-23
Everhart Financial Group, Inc.
INCREASED11,50611,201+305+3%$12.9M$12.3M-$674.0K2026-10-08
Parametrica Management Ltd
DECREASED11,48120,349-8,868-44%$23.5M$12.2M-$11.3M2026-10-27
Ascentis Independent Advisors
INCREASED11,47713+11,464+88185%$15.0K$12.2M+$12.2M2026-11-03
WealthBridge Investment Counsel Inc.
DECREASED11,45214,101-2,649-19%$16.3K$12.2K-$4.1K2026-10-13
GAM Holding AG
DECREASED11,44812,838-1,390-11%$14.8M$12.2M-$2.6M2026-11-03
Kintegral Advisory, LLC
INCREASED11,36711,303+64+1%$13.0M$12.1M-$939.8K2026-10-16
Prevail Innovative Wealth Advisors, LLC
INCREASED11,3151,413+9,902+701%$1.6M$12.3M+$10.7M2026-10-20
United Capital Management of KS, Inc.
DECREASED11,25011,667-417-4%$13.5M$12.0M-$1.5M2026-11-04
Axxion S.A.
DECREASED11,23213,503-2,271-17%$15.6M$12.0M-$3.6M2026-10-22
Sarasin & Partners LLP
NEW11,120—+11,120——$11.8M—2026-10-13
SWS Partners
INCREASED11,08810,444+644+6%$12.1M$11.8M-$245.5K2026-10-26
Oakmont Investment Advisors, Inc.
INCREASED11,03210,902+130+1%$12.6M$11.8M-$833.8K2026-10-21
EverSource Wealth Advisors, LLC
INCREASED10,98910,987+2+0%$12.7M$11.7M-$977.6K2026-11-04
Narwhal Capital Management
DECREASED10,97110,985-140%$12.7M$11.7M-$994.3K2026-11-04
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
UNCHANGED10,95510,95500%$12.6M$11.7M-$977.0K2026-10-29
Flagship Harbor Advisors, LLC
DECREASED10,83911,274-435-4%$13.0M$11.5M-$1.5M2026-10-26
Chicago Capital, LLC
DECREASED10,82011,378-558-5%$13.1M$11.5M-$1.6M2026-10-13
Greystone Financial Group, LLC
INCREASED10,7447,755+2,989+39%$9.0M$11.4M+$2.5M2026-10-26
Collar Capital Management, LLC
INCREASED10,72410,699+25+0%$12.3M$11.4M-$927.5K2026-10-28
TD Private Client Wealth LLC
DECREASED10,69412,122-1,428-12%$14.0M$11.4M-$2.6M2026-10-28
Moneco Advisors, LLC
DECREASED10,68410,705-210%$12.4M$11.4M-$976.8K2026-11-05
Westside Investment Management, Inc.
DECREASED10,67510,895-220-2%$12.6M$11.4M-$1.1M2026-11-02
Robocap Asset Management Ltd
INCREASED10,64010,469+171+2%$12.1M$11.3M-$751.5K2026-11-02
Jessup Wealth Management, Inc
DECREASED10,60511,687-1,082-9%$13.5M$11.3M-$2.2M2026-10-20
Werlinich Asset Management, LLC
DECREASED10,58510,600-150%$12.2M$11.3M-$961.3K2026-10-09
Cigna Investments Inc
DECREASED10,55210,661-109-1%$12.3M$11.2K-$12.3M2026-10-19
Myriad Asset Management Advisors LLC
INCREASED10,5383,632+6,906+190%$4.2M$11.2M+$7.0M2026-11-03
Vanguard Capital Wealth Advisors
DECREASED10,53612,191-1,655-14%$14.1M$11.2M-$2.8M2026-10-16
Shariaportfolio, Inc.
INCREASED10,4638,165+2,298+28%$9.4M$11.1M+$1.7M2026-10-20
Visionary Wealth Advisors
INCREASED10,45910,267+192+2%$11.9M$11.1M-$711.0K2026-11-04
Axxcess Wealth Management, LLC
DECREASED10,38513,809-3,424-25%$15.4M$11.1M-$4.3M2026-10-21
StoneCrest Wealth Management, Inc.
DECREASED10,36210,383-210%$12.0M$11.0M-$948.3K2026-11-03
Avestar Capital, LLC
INCREASED10,3159,807+508+5%$11.3M$11.0M-$334.0K2026-10-28
HCR Wealth Advisors
INCREASED10,2809,818+462+5%$11.3M$10.9M-$383.5K2026-10-15
Carnegie Investment Counsel
DECREASED10,22810,371-143-1%$12.0M$10.9M-$1.1M2026-10-20
JB Capital LLC
DECREASED10,22511,643-1,418-12%$13.4M$10.9M-$2.5M2026-10-19
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED10,22310,22300%$11.8M$11.8M$02026-10-15
Aprio Wealth Management, LLC
INCREASED10,22210,048+174+2%$11.6M$10.9M-$710.6K2026-10-28
Shaker Investments LLC
DECREASED10,19114,705-4,514-31%$17.0M$10.9M-$6.1M2026-11-05
BLB&B Advisors, LLC
INCREASED10,181419+9,762+2330%$483.8K$10.8M+$10.4M2026-10-27
Great Lakes Retirement, Inc.
INCREASED10,15510,090+65+1%$11.6M$10.8M-$829.6K2026-10-26
Archford Capital Strategies, LLC
DECREASED10,14310,837-694-6%$12.5M$10.8M-$1.7M2026-10-19
Huntleigh Advisors, Inc.
INCREASED10,10510,102+3+0%$11.7M$10.8M-$897.7K2026-11-03
Procyon Advisors, LLC
INCREASED10,0009,002+998+11%$10.4M$10.7M+$260.4K2026-10-21
WealthPlan Investment Management, LLC
DECREASED9,9639,983-200%$11.5M$10.6M-$911.6K2026-10-15
Acorn Financial Advisory Services Inc
INCREASED9,9338,098+1,835+23%$9.3M$10.6M+$1.2M2026-11-02
Range Financial Group LLC
INCREASED9,8779,852+25+0%$11.4M$10.5M-$852.2K2026-10-21
Larson Financial Group LLC
INCREASED9,8739,096+777+9%$10.5M$10.5M+$16.3K2026-11-05
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
DECREASED9,81810,605-787-7%$12.2M$10.5M-$1.8M2026-10-21
Yelin Lapidot Holdings Management Ltd.
DECREASED9,79011,960-2,170-18%$13.8M$10.4M-$3.4M2026-10-26
Oakworth Capital, Inc.
DECREASED9,7659,768-30%$11.3M$10.4M-$869.4K2026-10-26
Integrity Alliance, Llc.
DECREASED9,74611,311-1,565-14%$13.1M$10.4M-$2.7M2026-10-29
Simplicity Wealth,LLC
INCREASED9,6508,100+1,550+19%$9.3M$10.3M+$928.5K2026-10-23
Avidian Wealth Enterprises, LLC
INCREASED9,6147,886+1,728+22%$9.1M$10.2M+$1.1M2026-10-08
Generali Investments Towarzystwo Funduszy Inwestycyjnych
INCREASED9,6005,450+4,150+76%$6.3M$10.2M+$3.9M2026-11-06
Mountain Pacific Investment Advisers LLC
DECREASED9,57611,450-1,874-16%$13.2M$10.2M-$3.0M2026-10-29
Patriot Financial Group Insurance Agency, LLC
DECREASED9,53610,384-848-8%$12.0M$10.2M-$1.8M2026-10-14
IFG Advisors, LLC
DECREASED9,5249,542-180%$11.0M$10.1M-$870.0K2026-10-15
Almanack Investment Partners, Llc.
INCREASED9,5074,654+4,853+104%$5.4M$10.1M+$4.8M2026-11-03
AM Investment Strategies LLC
INCREASED9,4688,942+526+6%$10.3K$10.1K-$2372026-11-05
Counterpoint Mutual Funds LLC
INCREASED9,4557,916+1,539+19%$9.1M$10.1M+$933.3K2026-10-16
Intesa Sanpaolo Wealth Management
INCREASED9,4242,978+6,446+216%$3.4M$10.0M+$6.6M2026-10-28
Burr Financial Services, LLC
DECREASED9,3839,980-597-6%$11.5M$10.0M-$1.5M2026-10-08
Catalyst Capital Advisors LLC
DECREASED9,34310,525-1,182-11%$12.1M$10.0M-$2.2M2026-11-02
Stackstone Wealth, LLC
NEW9,339—+9,339——$9.9M—2026-10-19
Oak Thistle LLC
INCREASED9,3365,312+4,024+76%$6.1M$9.9M+$3.8M2026-10-21
Zions Bancorporation, National Association
INCREASED9,3098,548+761+9%$9.9M$9.9M+$48.2K2026-11-06
Archon Partners LLC
NEW9,300—+9,300——$9.9M—2026-10-26
Cornerstone Wealth Group, LLC
INCREASED9,2868,935+351+4%$10.3M$9.9M-$422.8K2026-11-02
HMS Capital Management, LLC
DECREASED9,24012,115-2,875-24%$14.0M$9.8M-$4.1M2026-10-20
Midwest Financial Group LLC
DECREASED9,2359,460-225-2%$10.9M$9.8M-$1.1M2026-10-15
Cooper Capital Advisors LLC
NEW9,226—+9,226——$9.8M—2026-10-29
Woodard & Co Asset Management Group Inc
INCREASED9,2179,150+67+1%$10.6M$9.8M-$745.4K2026-11-03
XXI Wealth, LLC
DECREASED9,2059,421-216-2%$10.9M$9.8M-$1.1M2026-10-22
HBK Sorce Advisory LLC
INCREASED9,0978,449+648+8%$7.5M$6.0M-$1.6M2026-11-06
Mondrian Investment Partners LTD
UNCHANGED8,9968,99600%$10.4M$9.6M-$802.3K2026-10-23
Turtle Creek Wealth Advisors, LLC
INCREASED8,9938,278+715+9%$9.6M$9.6M+$24.1K2026-10-15
Aviso Wealth Management
INCREASED8,9728,790+182+2%$10.1M$9.6M-$591.2K2026-11-04
Weaver Capital Management LLC
INCREASED8,9683,788+5,180+137%$1.3M$9.6M+$8.3M2026-10-15
Register Financial Advisors LLC
DECREASED8,9589,257-299-3%$10.7M$9.5M-$1.1M2026-10-23
Diversified Management Inc
INCREASED8,9588,881+77+1%$10.3M$9.5M-$710.0K2026-10-08
Alpha Family Trust
UNCHANGED8,9508,95000%$10.3M$10.3M$02026-11-04
Geneva Partners, LLC
NEW8,948—+8,948——$9.5M—2026-10-26
CWA Asset Management Group, LLC
INCREASED8,9317,175+1,756+24%$8.3M$9.5M+$1.2M2026-10-19
LFG Wealth Partners, LLC
INCREASED8,9057,960+945+12%$9.2M$9.5M+$296.9K2026-10-28
West Branch Capital LLC
INCREASED8,8378,597+240+3%$9.9M$9.4M-$511.7K2026-10-20
Investment Partners, Ltd.
INCREASED8,7934,447+4,346+98%$5.1M$9.4M+$4.2M2026-10-29
Virtue Capital Management, LLC
INCREASED8,7918,614+177+2%$9.9M$9.4M-$579.7K2026-10-29
Portfolio Design Labs, LLC
DECREASED8,6418,810-169-2%$10.2M$9.2M-$965.7K2026-11-04
Strategic Planning Group, LLC
INCREASED8,5576,005+2,552+43%$6.9M$9.1M+$2.2M2026-10-22
Angeles Wealth Management, LLC
DECREASED8,5528,574-220%$9.9M$9.1M-$788.1K2026-10-26
Thompson Siegel & Walmsley LLC
INCREASED8,5327,590+942+12%$8.8M$9.1K-$8.8M2026-11-05
Blue Trust, Inc.
DECREASED8,50010,016-1,516-15%$11.6M$9.1M-$2.5M2026-10-15
N10 Wealth, LLC
INCREASED8,4992,499+6,000+240%$2.9M$9.1M+$6.2M2026-10-14
Elyxium Wealth, LLC
INCREASED8,4966,478+2,018+31%$7.5M$9.0M+$1.6M2026-10-27
Csenge Advisory Group
INCREASED8,4916,892+1,599+23%$8.0M$9.0M+$1.1M2026-11-04
Capital Investment Advisors, LLC
INCREASED8,4907,277+1,213+17%$8.4M$9.0M+$642.8K2026-10-22
Arjuna Capital
INCREASED8,4687,704+764+10%$8.9M$9.0M+$126.7K2026-11-03
Secure Asset Management, LLC
INCREASED8,4373,317+5,120+154%$3.8M$9.0M+$5.2M2026-10-19
SVB Wealth LLC
INCREASED8,4095,842+2,567+44%$6.7M$9.0M+$2.2M2026-11-06
Cooper Financial Group
INCREASED8,4077,919+488+6%$9.1M$9.0M-$186.3K2026-10-07
Schear Investment Advisers, LLC
DECREASED8,38828,700-20,312-71%$33.1M$8.9M-$24.2M2026-10-14
Tempo Wealth, LLC
DECREASED8,3888,921-533-6%$10.3M$8.9M-$1.4M2026-10-14
BNC Wealth Management, LLC
INCREASED8,3491,755+6,594+376%$2.0M$8.9M+$6.9M2026-10-19
Loftus Peak Pty Ltd
DECREASED8,22512,514-4,289-34%$14.4M$8.8M-$5.7M2026-10-15
Gryphon Financial Partners LLC
INCREASED8,2157,695+520+7%$8.9M$8.8M-$132.4K2026-11-04
Vaquero Private Wealth, LTD
UNCHANGED8,2148,21400%$9.5M$8.7M-$732.5K2026-10-27
Kercheville Advisors, LLC
INCREASED8,1445,998+2,146+36%$6.9M$8.7M+$1.8M2026-10-19
Worthington Financial Partners, LLC
DECREASED8,1198,150-310%$9.4M$8.6M-$759.8K2026-10-13
Alta Advisers Ltd
INCREASED8,1124,375+3,737+85%$5.1M$8.6M+$3.6M2026-11-02
Paradigm Asset Management Co LLC
DECREASED8,1008,800-700-8%$10.2M$8.6M-$1.5M2026-11-05
RFG Advisory, LLC
INCREASED8,0487,611+437+6%$8.8M$8.6M-$213.3K2026-11-03
Wolff Wiese Magana LLC
DECREASED8,0278,133-106-1%$9.4M$8.5M-$838.2K2026-10-15
Ring Mountain Capital, LLC
DECREASED8,0268,119-93-1%$9.4M$8.5M-$823.1K2026-10-13
Wright Investors Service Inc
DECREASED8,0238,152-129-2%$9.4M$8.5M-$864.4K2026-11-02
Warm Springs Advisors Inc.
NEW8,000—+8,000——$8.5M—2026-10-28
V-Square Quantitative Management LLC
DECREASED7,9988,188-190-2%$9.5M$8.5M-$932.6K2026-10-15
Pinnacle Wealth Management Advisory Group, LLC
DECREASED7,9887,989-10%$9.2M$8.5M-$713.8K2026-10-23
Trust Co of Toledo NA
INCREASED7,9597,280+679+9%$8.4M$8.5M+$74.0K2026-10-16
Meridian Investment Counsel Inc.
DECREASED7,9408,225-285-3%$9.5M$8.5M-$1.0M2026-10-14
SeaCrest Wealth Management, LLC
INCREASED7,9396,457+1,482+23%$7.5M$8.5M+$1.0M2026-10-21
Grove Bank & Trust
INCREASED7,9327,643+289+4%$8.8M$8.4M-$373.8K2026-10-08
Montag A & Associates Inc
DECREASED7,87410,836-2,962-27%$12.5M$8.4M-$4.1M2026-10-29
Stiles Financial Services Inc
INCREASED7,8507,087+763+11%$8.2M$8.4M+$180.8K2026-10-30
GC Wealth Management RIA, LLC
DECREASED7,8258,993-1,168-13%$10.4M$8.3M-$2.0M2026-11-02
Jericho Financial, LLP
INCREASED7,7967,721+75+1%$8.9M$8.3M-$608.5K2026-10-13
PCG Asset Management, LLC
NEW7,791—+7,791——$8.3M—2026-11-05
Catalyst Financial Partners LLC
INCREASED7,7837,662+121+2%$8.8M$8.3M-$554.4K2026-11-06
Acumen Wealth Advisors, LLC
DECREASED7,7548,831-1,077-12%$10.2M$8.3M-$1.9M2026-11-05
Kerusso Capital Management LLC
INCREASED7,7287,028+700+10%$8.1M$8.2M+$118.8K2026-10-27
Accurate Wealth Management, LLC
INCREASED7,7187,452+266+4%$7.3M$7.4M+$62.9K2026-10-20
TigerOak Management, L.L.C.
INCREASED7,6776,578+1,099+17%$7.6M$8.2M+$583.9K2026-10-23
FCG Investment Co
INCREASED7,6476,774+873+13%$7.8M$8.1M+$325.7K2026-10-13
Rockline Wealth Management, LLC
INCREASED7,6287,234+394+5%$8.4M$8.1M-$225.5K2026-10-26
Cornerstone Planning, LLC
DECREASED7,6287,686-58-1%$8.9M$8.6M-$274.8K2026-10-27
Moody National Bank Trust Division
DECREASED7,5657,982-417-5%$9.2M$8.1M-$1.2M2026-10-06
Occidental Asset Management, LLC
INCREASED7,5526,534+1,018+16%$7.5M$8.0M+$502.0K2026-11-05
Kesler, Norman & Wride, LLC
INCREASED7,3967,123+273+4%$8.2M$7.9M-$345.1K2026-11-06
Comprehensive Financial Planning, Inc.
INCREASED7,3366,416+920+14%$7.4M$7.8M+$407.2K2026-10-27
Jacobi Capital Management LLC
DECREASED7,3147,595-281-4%$8.8M$7.8M-$976.0K2026-11-05
Blue Line Capital, LLC / IL
INCREASED7,3106,606+704+11%$7.6M$7.8M+$161.6K2026-11-04
Mezzasalma Advisors, LLC
DECREASED7,2949,023-1,729-19%$10.4M$7.8M-$2.6M2026-10-14
Deroy & Devereaux Private Investment Counsel Inc
DECREASED7,27858,428-51,150-88%$67.4M$7.8K-$67.4M2026-10-26
Galvin, Gaustad & Stein, LLC
INCREASED7,269778+6,491+834%$898.6K$7.7M+$6.8M2026-10-08
Private Trust Co NA
INCREASED7,2646,900+364+5%$8.0M$7.7M-$227.4K2026-10-20
LVW Advisors, LLC
DECREASED7,2357,417-182-2%$8.6M$7.7M-$855.3K2026-10-19
Capital Investment Advisory Services, LLC
INCREASED7,2224,394+2,828+64%$5.1M$7.7M+$2.6M2026-10-30
Butensky & Cohen Financial Security, Inc
DECREASED7,2067,745-539-7%$8.9M$7.7M-$1.3M2026-10-13
B.A. Schrock Wealth Management, Inc.
NEW7,160—+7,160——$7.9M—2026-10-15
Anchyra Partners LLC
DECREASED7,1517,268-117-2%$8.4M$7.6M-$772.8K2026-10-13
Supplemental Annuity Collective Trust of NJ
DECREASED7,1467,233-87-1%$8.3M$7.6M-$737.7K2026-11-02
Consilium Wealth Advisory, LLC
INCREASED7,0916,977+114+2%$8.1M$7.6M-$500.8K2026-10-14
Progressive Investment Management Corp
DECREASED7,0817,159-78-1%$8.3M$7.5M-$721.5K2026-10-26
Three Seasons Wealth, LLC
INCREASED7,0796,094+985+16%$7.0M$7.5M+$505.7K2026-11-03
Greater Midwest Financial Group, LLC
DECREASED7,07110,215-3,144-31%$11.8M$7.5M-$4.3M2026-10-13
JW Asset Management, LLC
UNCHANGED7,0007,00000%$8.1M$7.5M-$624.3K2026-11-06
RDA Financial Network
INCREASED6,9904,796+2,194+46%$5.5M$7.4M+$1.9M2026-10-15
Lanark Financial, Inc.
DECREASED6,9266,945-190%$8.0M$7.4M-$639.6K2026-10-26
Compass Financial Management LLC
INCREASED6,8906,283+607+10%$6.6M$7.3M+$714.5K2026-10-30
Premier Path Wealth Partners, LLC
INCREASED6,8596,593+266+4%$7.6M$7.3M-$304.6K2026-10-16
Kornitzer Capital Management Inc
INCREASED6,8136,395+418+7%$7.4M$7.3M-$125.1K2026-11-03
Private Capital Advisors, Inc.
INCREASED6,7151,400+5,315+380%$1.6M$7.2M+$5.5M2026-10-06
Chesley Taft & Associates LLC
INCREASED6,6936,502+191+3%$7.5M$7.1M-$376.4K2026-10-13
Trust Co of Vermont
INCREASED6,6293,423+3,206+94%$4.0M$7.1M+$3.1M2026-10-21
TKG Advisors, LLC
INCREASED6,6246,433+191+3%$7.4M$7.1M-$370.3K2026-11-02
Atlatl Advisers LLC
DECREASED6,61411,080-4,466-40%$12.8M$7.0M-$5.7M2026-10-22
Integrated Advisors Network LLC
INCREASED6,5545,484+1,070+20%$6.3M$7.0M+$649.9K2026-10-20
Institute for Wealth Management, Llc.
DECREASED6,5516,939-388-6%$8.0M$7.0M-$1.0M2026-11-06
Fortem Financial Group, LLC
INCREASED6,5436,130+413+7%$7.1M$7.0M-$106.8K2026-10-20
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED6,5376,611-74-1%$7.6M$7.0M-$668.3K2026-11-03
Tennessee Valley Asset Management Partners
INCREASED6,5265,811+715+12%$6.7M$7.0M+$243.9K2026-11-03
3Chopt Investment Partners, LLC
INCREASED6,5136,125+388+6%$7.1M$6.9M-$133.0K2026-10-30
Uniting Wealth Partners, LLC
INCREASED6,4876,417+70+1%$7.4M$6.9M-$497.7K2026-11-06
GFG Capital, LLC
DECREASED6,4507,477-1,027-14%$8.6M$6.9M-$1.8M2026-10-16
Marietta Wealth Management, LLC
NEW6,448—+6,448——$5.9M—2026-10-22
Argonautica Private Wealth Management, Inc
DECREASED6,4287,024-596-8%$8.1M$6.8M-$1.3M2026-11-02
Global Trust Asset Management, LLC
INCREASED6,4105,969+441+7%$6.9M$6.8M-$62.6K2026-10-19
Q Fund Management (Hong Kong) Ltd
DECREASED6,40010,600-4,200-40%$12.2M$6.8M-$5.4M2026-10-14
Ethos Capital Management, Inc.
INCREASED6,4005,747+653+11%$6.6M$6.8M+$182.9K2026-11-03
LB Partners LLC
INCREASED6,4006,000+400+7%$6.9M$6.8M-$109.0K2026-11-05
Legacy Bridge, LLC
DECREASED6,3976,433-36-1%$7.4M$6.8M-$612.0K2026-10-28
Trilogy Capital Inc.
INCREASED6,364758+5,606+740%$875.0K$6.8M+$5.9M2026-10-20
PDS Planning, Inc
INCREASED6,3616,120+241+4%$7.1M$6.8M-$289.0K2026-11-03
LMG Wealth Partners, LLC
DECREASED6,3556,388-33-1%$7.4M$6.8M-$604.8K2026-11-05
Guyasuta Investment Advisors Inc
DECREASED6,3416,480-139-2%$7.5M$6.8M-$725.9K2026-10-15
71 West Capital Partners
INCREASED6,3205,980+340+6%$6.9M$6.7M-$171.2K2026-11-04
Colonial River Investments, LLC
INCREASED6,3043,063+3,241+106%$3.5M$6.7M+$3.2M2026-10-19
Independence Bank of Kentucky
DECREASED6,2996,736-437-6%$7.8M$6.7M-$1.1M2026-10-26
Cherry Creek Investment Advisors, Inc.
DECREASED6,2376,316-79-1%$7.3M$6.6M-$647.5K2026-10-14
Patton Albertson Miller Group, LLC
INCREASED6,2285,208+1,020+20%$6.0M$6.6M+$622.0K2026-10-26
SAX Wealth Advisors, LLC
INCREASED6,2222,096+4,126+197%$708.2K$6.6M+$5.9M2026-10-13
Douglas Lane & Associates, LLC
INCREASED6,2203,386+2,834+84%$3.9M$6.6M+$2.7M2026-10-09
Dynamic Advisor Solutions LLC
INCREASED6,2105,304+906+17%$6.1M$6.6M+$492.5K2026-10-13
Intact Investment Management Inc.
INCREASED6,2005,470+730+13%$6.3M$6.6M+$289.7K2026-11-03
MSH Capital Advisors LLC
INCREASED6,1943,266+2,928+90%$3.8M$6.7M+$2.9M2026-11-03
Monument Capital Management
INCREASED6,1902,575+3,615+140%$3.0M$6.6M+$3.6M2026-10-09
Somerset Trust Co
DECREASED6,1856,257-72-1%$7.2M$6.6M-$634.7K2026-10-13
Legacy Advisors, LLC
DECREASED6,1816,182-10%$7.1M$6.6M-$551.6K2026-10-19
Global Wealth Management Investment Advisory, Inc.
INCREASED6,076237+5,839+2464%$273.6K$6.5M+$6.2M2026-11-04
Tritonpoint Wealth, LLC
DECREASED6,0716,291-220-3%$7.3M$6.5M-$795.4K2026-10-19
Iowa State Bank
INCREASED6,0475,883+164+3%$6.8M$6.4M-$350.0K2026-10-06
Hazlett, Burt & Watson, Inc.
DECREASED6,0456,589-544-8%$7.4M$6.4K-$7.4M2026-11-04
Gibbs Wealth Management
INCREASED6,0413,956+2,085+53%$4.6M$6.4M+$1.9M2026-10-22
Legacy Wealth Asset Management, LLC
DECREASED6,0296,631-602-9%$7.7M$6.4M-$1.2M2026-10-09
Thrive Capital Management, LLC
INCREASED6,0285,048+980+19%$5.8M$6.4M+$594.5K2026-10-28
Capital Asset Advisory Services LLC
INCREASED6,0021,179+4,823+409%$1.4M$5.1M+$3.8M2026-10-30
Eagle Strategies LLC
INCREASED6,0013,803+2,198+58%$4.4M$6.4M+$2.0M2026-10-16
Searle & Co.
UNCHANGED6,0006,00000%$6.9M$6.4M-$535.1K2026-11-04
WD Rutherford LLC
INCREASED5,9885,930+58+1%$6.8M$6.4M-$467.1K2026-10-26
Portside Wealth Group, LLC
INCREASED5,9774,955+1,022+21%$5.7M$6.4M+$646.7K2026-10-20
Balefire, LLC
DECREASED5,9696,721-752-11%$7.8M$6.4M-$1.4M2026-10-09
Jm2 Capital Inc.
INCREASED5,9635,894+69+1%$6.8M$6.4M-$453.2K2026-10-14
Richards, Merrill & Peterson, Inc.
INCREASED5,9605,156+804+16%$6.0M$6.3M+$396.5K2026-10-19
Prudent Man Advisors, LLC
DECREASED5,9589,147-3,189-35%$10.6M$6.3M-$4.2M2026-11-03
Coastline Trust Co
DECREASED5,9396,963-1,024-15%$8.0M$6.3M-$1.7M2026-10-01
Genus Capital Management Inc.
DECREASED5,88912,600-6,711-53%$14.5M$6.3M-$8.3M2026-11-04
Genoa Capital Gestora de Recursos Ltda.
DECREASED5,88113,793-7,912-57%$15.9M$6.3M-$9.7M2026-10-20
Gables Capital Management Inc.
DECREASED5,8766,001-125-2%$6.9M$6.3M-$668.3K2026-11-04
Curated Wealth Partners LLC
INCREASED5,8691,837+4,032+219%$2.1M$6.3M+$4.1M2026-10-15
Toth Financial Advisory Corp
DECREASED5,8666,055-189-3%$7.0M$6.2M-$741.3K2026-10-08
Clark Financial Services Group Inc
INCREASED5,8575,819+38+1%$6.7M$6.2M-$478.5K2026-10-19
Fortitude Advisory Group L.L.C.
INCREASED5,8475,741+106+2%$6.6M$6.2M-$399.1K2026-10-15
Green Alpha Advisors, LLC
DECREASED5,8306,644-814-12%$7.7M$6.2M-$1.5M2026-10-08
Rezny Wealth Management, Inc.
INCREASED5,7955,741+54+1%$6.6M$6.2M-$461.8K2026-10-15
Strategic Blueprint, LLC
INCREASED5,7774,546+1,231+27%$5.2M$6.2M+$906.4K2026-10-22
Trust Point Inc.
INCREASED5,7665,309+457+9%$6.1M$6.1M+$13.3K2026-10-27
Silverleafe Capital Partners, LLC
INCREASED5,7425,307+435+8%$6.1M$6.1M-$10.2K2026-10-02
J.Safra Asset Management Corp
INCREASED5,7403,162+2,578+82%$3.6M$6.1M+$2.5M2026-11-03
MassMutual Private Wealth & Trust, FSB
INCREASED5,7204,406+1,314+30%$5.1M$6.1M+$1.0M2026-10-05
Artemis Wealth Advisors, LLC
INCREASED5,7005,500+200+4%$6.3M$6.1M-$277.5K2026-11-05
Polaris Financial Partners
NEW5,662—+5,662——$6.1K—2026-10-02
Interchange Capital Partners, LLC
DECREASED5,6596,023-364-6%$7.0M$6.0M-$931.2K2026-10-28
United Advisor Group, LLC
INCREASED5,6495,295+354+7%$6.1M$6.0M-$95.1K2026-11-03
Pittenger & Anderson Inc
INCREASED5,5884,142+1,446+35%$4.8M$6.0M+$1.2M2026-11-02
Ellis Investment Partners, LLC
INCREASED5,5533,829+1,724+45%$4.4M$5.9M+$1.5M2026-10-21
AXS Investments LLC
DECREASED5,5319,446-3,915-41%$10.9M$5.9M-$5.0M2026-11-04
Nixon Peabody Trust Co
INCREASED5,4951,432+4,063+284%$1.7M$5.9M+$4.2M2026-10-23
Postrock Partners LLC
UNCHANGED5,4935,49300%$6.3M$5.9M-$489.9K2026-11-02
Cornerstone Wealth Management, LLC
INCREASED5,4755,192+283+5%$6.0M$5.8M-$162.5K2026-11-04
M Holdings Securities, Inc.
NEW5,471—+5,471——$5.3K—2026-11-03
Parcion Private Wealth LLC
INCREASED5,4645,107+357+7%$5.9M$5.8M-$75.2K2026-10-28
Waterfront Wealth Inc.
DECREASED5,4605,670-210-4%$5.6M$4.9M-$623.3K2026-11-03
FNY Investment Advisers, LLC
INCREASED5,4421,699+3,743+220%$2.0K$5.8K+$3.8K2026-10-16
Voisard Asset Management Group, Inc.
INCREASED5,4354,759+676+14%$5.5M$5.8M+$295.6K2026-10-13
Augustine Asset Management Inc
INCREASED5,4175,185+232+4%$6.0M$5.8M-$215.3K2026-10-13
Wealth Enhancement Trust Services, Inc.
INCREASED5,4153,900+1,515+39%$4.5M$5.8M+$1.3M2026-10-07
Montecito Bank & Trust
INCREASED5,4145,399+15+0%$6.2M$5.8M-$465.5K2026-10-01
Madrona Financial Services, LLC
INCREASED5,3991,543+3,856+250%$1.8M$5.8M+$4.0M2026-10-23
GKV Capital Management Co., Inc.
INCREASED5,3764,341+1,035+24%$5.0M$5.7M+$715.3K2026-11-06
Encompass More Asset Management
INCREASED5,3754,888+487+10%$5.6M$5.7M+$81.5K2026-10-16
TritonPoint Partners, LLC
DECREASED5,3617,725-2,364-31%$8.9M$5.7M-$3.2M2026-11-05
Focus Financial Network, Inc.
INCREASED5,3524,202+1,150+27%$4.9M$5.7M+$849.7K2026-10-14
Dupree Financial Group, LLC
INCREASED5,3425,297+45+1%$6.1M$5.7M-$424.5K2026-10-09
Fragasso Financial Advisors Inc
INCREASED5,3383,995+1,343+34%$4.6M$5.5M+$881.4K2026-10-13
Reflection Asset Management
INCREASED5,3163,614+1,702+47%$4.2M$5.7M+$1.5M2026-10-28
Enterprise Financial Services Corp
INCREASED5,3005,248+52+1%$6.1M$5.6M-$412.6K2026-11-03
Parkway Wealth Management Group, LLC
DECREASED5,2569,497-4,241-45%$11.0M$5.6M-$5.4M2026-10-20
Segment Wealth Management, LLC
INCREASED5,2461,181+4,065+344%$1.4M$5.6M+$4.2M2026-10-26
Provenance Wealth Advisors, LLC
INCREASED5,24118+5,223+29017%$20.8K$5.6M+$5.6M2026-10-30
Victory Financial Group, LLC
INCREASED5,2163,690+1,526+41%$4.3M$5.6M+$1.3M2026-10-27
Chicago Trust Co NA
DECREASED5,2105,320-110-2%$6.1M$5.5M-$591.6K2026-10-28
Pathway Wealth Management LLC
INCREASED5,2034,900+303+6%$5.7M$5.5M-$114.3K2026-10-19
VMS Asset Management Limited
DECREASED5,19416,046-10,852-68%$18.5M$5.5M-$13.0M2026-10-15
Money Concepts Capital Corp
INCREASED5,1884,051+1,137+28%$4.7M$5.5M+$849.8K2026-11-06
Harmony Asset Management LLC
INCREASED5,1865,173+13+0%$6.0M$5.5M-$447.5K2026-10-20
RFG Holdings, Inc.
INCREASED5,1435,105+38+1%$5.9M$5.5M-$414.1K2026-10-30
Mesirow Financial Investment Management, Inc.
DECREASED5,1415,274-133-3%$6.1M$5.5M-$611.8K2026-11-05
Kelly Financial Services LLC
NEW5,108—+5,108——$5.4M—2026-10-20
OMC Financial Services LTD
NEW5,092—+5,092——$5.4M—2026-10-19
KRS Capital Management, LLC
INCREASED5,0915,074+17+0%$5.9M$5.4M-$434.4K2026-10-16
Venture Visionary Partners LLC
INCREASED5,0341,756+3,278+187%$2.0M$5.4M+$3.3M2026-10-07
Diversified Enterprises, LLC
INCREASED5,0294,560+469+10%$5.3M$5.4M+$92.9K2026-10-19
DE Burlo Group Inc
DECREASED5,0275,378-351-7%$6.2M$5.4M-$853.5K2026-11-05
WIN Advisors, Inc
INCREASED5,0214,950+71+1%$5.7M$5.3M-$365.8K2026-11-06
Capital Investment Counsel, Inc
UNCHANGED5,0205,02000%$5.8M$5.3M-$447.7K2026-10-20
Kathmere Capital Management, LLC
INCREASED5,0194,784+235+5%$5.5M$5.3M-$176.5K2026-10-20
Asset Dedication, LLC
DECREASED5,0075,024-170%$5.8M$5.3M-$466.1K2026-11-03
Conning Inc.
DECREASED5,0055,051-46-1%$5.8M$5.3M-$499.4K2026-10-27
Central Pacific Bank - Trust Division
INCREASED4,9734,782+191+4%$5.5M$5.3M-$223.0K2026-10-06
Resonant Capital Advisors, LLC
INCREASED4,9694,776+193+4%$5.5M$5.3M-$220.4K2026-10-15
PFS Partners, LLC
INCREASED4,9624,940+22+0%$5.7M$5.3M-$417.4K2026-10-21
Avaii Wealth Management, LLC
INCREASED4,9304,285+645+15%$4.9M$5.3M+$352.2K2026-10-09
Channing Global Advisors, LLC
INCREASED4,9194,685+234+5%$5.4M$5.2M-$168.6K2026-11-03
Baker Avenue Asset Management, LP
DECREASED4,9164,939-230%$5.7M$5.2M-$464.8K2026-11-06
Ballast, Inc.
DECREASED4,9157,591-2,676-35%$8.8M$5.2M-$3.5M2026-10-20
Primoris Wealth Advisors, LLC
DECREASED4,9038,293-3,390-41%$9.6M$5.2M-$4.4M2026-10-28
Successful Portfolios LLC
UNCHANGED4,9024,90200%$4.9M$5.2M+$387.6K2026-10-09
RD Finance Ltd
NEW4,900—+4,900——$5.2K—2026-10-26
Dymon Asia Capital (Singapore) Pte. Ltd.
DECREASED4,8797,820-2,941-38%$9.0M$5.2M-$3.8M2026-11-04
Revolve Wealth Partners, LLC
INCREASED4,8794,685+194+4%$5.4M$5.2M-$211.2K2026-10-23
Bank of New Hampshire
DECREASED4,8776,202-1,325-21%$7.2M$5.2M-$2.0M2026-10-06
Sander Capital Advisors Inc
DECREASED4,8755,427-552-10%$6.3K$5.2K-$1.1K2026-10-20
McHugh Group, LLC
UNCHANGED4,8564,85600%$5.6M$5.2M-$433.1K2026-10-19
Versant Capital Management, Inc
INCREASED4,8544,701+153+3%$5.4M$5.2M-$255.8K2026-10-02
Gradient Investments LLC
NEW4,835—+4,835——$5.2M—2026-10-08
Eddie Patel Inc
DECREASED4,8026,703-1,901-28%$7.7M$5.1M-$2.6M2026-11-02
Marks Group Wealth Management, Inc
INCREASED4,7604,565+195+4%$5.3M$5.1M-$199.4K2026-11-05
Terra Nova Asset Management LLC
DECREASED4,7535,072-319-6%$5.9M$5.1M-$792.5K2026-10-13
Grant Private Wealth Management Inc
INCREASED4,7403,203+1,537+48%$3.7M$5.0M+$1.4M2026-10-19
Romano Brothers and Company
INCREASED4,7154,555+160+4%$5.3M$5.0M-$235.8K2026-10-22
Covea Finance
DECREASED4,70028,480-23,780-83%$32.9M$5.0M-$27.9M2026-10-21
Allen Capital Group, LLC
INCREASED4,6814,323+358+8%$5.0M$5.0M-$4.2K2026-10-27
Indivisible Partners
INCREASED4,6772,839+1,838+65%$3.3M$5.0M+$1.7M2026-10-26
Revisor Wealth Management LLC
INCREASED4,6724,355+317+7%$5.0M$4.5M-$519.6K2026-10-20
Tradewinds Capital Management, LLC
INCREASED4,6384,200+438+10%$4.8M$4.9M+$92.0K2026-10-23
Artemis Investment Management LLP
DECREASED4,63466,073-61,439-93%$76.3M$4.9M-$71.3M2026-10-08
MBL Wealth, LLC
INCREASED4,6203,632+988+27%$4.2M$4.9M+$728.4K2026-10-22
Swiss RE LTD
INCREASED4,5962,796+1,800+64%$3.2M$4.9M+$1.7M2026-11-06
GK Wealth Management LLC
DECREASED4,5855,635-1,050-19%$6.5M$4.9M-$1.6M2026-10-09
Ashton Thomas Securities, LLC
INCREASED4,5843,112+1,472+47%$3.5M$4.9M+$1.4M2026-10-26
Vestor Capital, LLC
INCREASED4,565236+4,329+1834%$178$2.0K+$1.8K2026-11-04
StoryOne LLC
INCREASED4,542923+3,619+392%$1.1M$4.8M+$3.8M2026-10-13
Smart Wealth LLC
DECREASED4,5254,530-50%$5.2M$4.8M-$408.7K2026-11-04
180 Wealth Advisors, LLC
INCREASED4,5124,445+67+2%$5.1M$4.8M-$324.2K2026-11-03
Congress Park Capital LLC
DECREASED4,5075,163-656-13%$6.0M$4.8M-$1.2M2026-10-13
Wealth Alliance Advisory Group, LLC
DECREASED4,5034,996-493-10%$5.8M$4.8M-$971.6K2026-10-14
HWG Holdings LP
NEW4,492—+4,492——$4.8M—2026-10-08
Mainsail Financial Group, LLC
DECREASED4,4704,894-424-9%$5.6M$4.8M-$888.0K2026-10-23
Parkside Financial Bank & Trust
INCREASED4,4323,916+516+13%$4.5M$4.7M+$200.1K2026-10-27
MFA Wealth Advisors, LLC
INCREASED4,4253,786+639+17%$4.4M$4.7M+$343.0K2026-10-07
Acropolis Investment Management, LLC
INCREASED4,3873,924+463+12%$4.5M$4.7M+$143.2K2026-10-08
Castle Rock Wealth Management, LLC
DECREASED4,3737,595-3,222-42%$7.8M$4.6M-$3.3M2026-10-09
Lake Street Private Wealth, LLC
INCREASED4,3523,034+1,318+43%$3.5M$4.6M+$1.1M2026-10-22
Nicholas Wealth, Llc.
DECREASED4,3165,081-765-15%$5.9M$4.6M-$1.3M2026-10-26
Hudson Canyon Capital Management
DECREASED4,2794,550-271-6%$5.3M$4.6M-$694.4K2026-11-04
Riggs Asset Managment Co. Inc.
INCREASED4,2773,374+903+27%$3.9M$4.6M+$660.9K2026-11-05
PFG Advisors
INCREASED4,2704,243+27+1%$4.9M$4.5M-$350.3K2026-10-16
Root Financial Partners, LLC
INCREASED4,2573,918+339+9%$4.5M$4.5M+$11.6K2026-10-21
MCF Advisors LLC
INCREASED4,2412,838+1,403+49%$3.3M$4.5M+$1.2M2026-10-28
Central Trust Co
DECREASED4,2304,235-50%$4.9M$4.5M-$383.1K2026-11-05
Childress Capital Advisors, LLC
INCREASED4,2034,037+166+4%$4.7M$4.5M-$183.2K2026-10-28
Retirement Solution LLC
INCREASED4,2023,682+520+14%$4.3M$4.5M+$224.7K2026-10-27
Sky Investment Group LLC
NEW4,192—+4,192——$4.5M—2026-10-30
Doliver Advisors, LP
INCREASED4,1744,003+171+4%$4.6M$4.4M-$174.9K2026-10-01
Modera Wealth Management, LLC
INCREASED4,1574,043+114+3%$4.7M$4.4M-$239.1K2026-10-28
Facet Wealth, Inc.
INCREASED4,1542,632+1,522+58%$3.0M$4.4M+$1.4M2026-11-04
Crescent Grove Advisors, LLC
INCREASED4,1403,763+377+10%$4.3M$4.4M+$66.0K2026-10-21
Falcon Wealth Planning
INCREASED4,1313,742+389+10%$4.3M$4.4M+$81.0K2026-11-06
Lighthouse Financial LLC
INCREASED4,1163,425+691+20%$4.0M$4.4M+$430.6K2026-10-23
S.A. Mason LLC
INCREASED4,1104,012+98+2%$4.6M$4.4M-$253.4K2026-10-13
Pinnacle Wealth Planning Services, Inc.
INCREASED4,1093,772+337+9%$4.4M$4.4M+$22.0K2026-10-27
Kingsman Wealth Management, Inc.
INCREASED4,0813,178+903+28%$3.7M$4.3M+$678.9K2026-10-13
Next Level Wealth Planning, LLC
DECREASED4,0624,091-29-1%$4.7M$4.3M-$395.7K2026-10-29
Aspen Investment Management Inc
INCREASED4,0614,060+1+0%$4.7K$4.3K-$3622026-11-05
SmartHarvest Portfolios, LLC
DECREASED4,0384,238-200-5%$4.9M$4.3M-$590.8K2026-10-26
Golden State Wealth Management, LLC
DECREASED4,0304,166-136-3%$4.8M$4.3M-$515.4K2026-11-02
Columbia Asset Management
DECREASED4,0154,487-472-11%$5.2M$4.3M-$902.9K2026-10-19
Letson Investment Management, Inc.
UNCHANGED4,0004,00000%$4.6M$4.3M-$356.7K2026-11-05
Pavaki Capital Management LLC
UNCHANGED4,0004,00000%$4.6M$4.3M-$356.7K2026-10-26
SYM Financial Corp
INCREASED3,9903,931+59+2%$4.5M$4.2M-$287.9K2026-10-26
Stone Wealth Partners
INCREASED3,9882,600+1,388+53%$3.0M$4.2M+$1.2M2026-11-05
Means Investment Co., Inc.
INCREASED3,9563,862+94+2%$4.5M$4.2M-$244.0K2026-11-03
Wellington Grp LLC
DECREASED3,9545,734-1,780-31%$6.6M$4.2M-$2.4M2026-11-06
Axiom Investment Management LLC
DECREASED3,9455,595-1,650-29%$6.5M$4.2M-$2.3M2026-11-03
Mindset Wealth Management, LLC
DECREASED3,9374,482-545-12%$5.2M$4.2M-$980.1K2026-10-19
Alps Advisors Inc
DECREASED3,9344,656-722-16%$5.4M$4.2M-$1.2M2026-11-03
Point Windward Advisors Inc.
DECREASED3,9254,033-108-3%$4.7M$4.2M-$474.7K2026-11-06
Signature Estate & Investment Advisors LLC
INCREASED3,9213,273+648+20%$3.8M$4.2M+$420.7K2026-10-13
Gallagher Capital Advisors, LLC
NEW3,913—+3,913——$2.8M—2026-10-09
Fortitude Family Office, LLC
INCREASED3,9053,652+253+7%$4.2M$4.2M-$56.2K2026-10-14
Elevatus Welath Management
DECREASED3,8884,369-481-11%$5.0M$4.1M-$902.0K2026-10-19
Wealthstar Advisors, LLC
INCREASED3,8693,850+19+0%$4.4M$4.1M-$323.1K2026-10-19
Massachusetts Wealth Management
DECREASED3,8638,028-4,165-52%$9.3M$4.1M-$5.2M2026-10-21
Family Capital Trust Co
DECREASED3,8473,852-50%$4.4M$4.1M-$348.9K2026-10-22
First American Bank
INCREASED3,8462,519+1,327+53%$2.9M$4.1M+$1.2M2026-10-27
Little House Capital LLC
DECREASED3,8433,919-76-2%$4.5M$4.1M-$430.4K2026-11-06
Stablepoint Partners, LLC
DECREASED3,8045,241-1,437-27%$6.0M$4.1M-$2.0M2026-11-03
Eagle Wealth Advisors LLC
INCREASED3,8023,580+222+6%$4.1M$4.0M-$82.8K2026-10-20
Triad Wealth Partners, LLC
INCREASED3,7883,318+470+14%$2.8M$4.0M+$1.3M2026-10-26
National Wealth Management Group, LLC
DECREASED3,7794,072-293-7%$4.7M$4.0M-$676.2K2026-10-26
Confluence Wealth Services, Inc.
DECREASED3,7724,307-535-12%$5.0M$4.0M-$953.9K2026-11-05
Arista Wealth Management, LLC
INCREASED3,7562,989+767+26%$3.5M$4.0M+$550.4K2026-10-29
BG Investment Services, LLC
INCREASED3,750264+3,486+1320%$304.7K$4.0M+$3.7M2026-10-23
Financial Perspectives, Inc
INCREASED3,7473,642+105+3%$4.2M$4.0M-$212.8K2026-11-03
Abel Hall, LLC
DECREASED3,7463,826-80-2%$4.4M$4.0M-$426.4K2026-10-19
Legacy CG, LLC
NEW3,736—+3,736——$4.0M—2026-10-30
Shepherd Financial Partners LLC
INCREASED3,7223,462+260+8%$4.0M$4.0M-$31.6K2026-11-03
Bell Bank
INCREASED3,7213,630+91+3%$4.2M$4.0M-$226.8K2026-10-21
Bria Capital Group, LLC
DECREASED3,7144,214-500-12%$4.9M$4.0M-$908.4K2026-10-22
Keystone Wealth Services, LLC
INCREASED3,6953,662+33+1%$4.2M$3.9M-$291.5K2026-11-03
Timothy G. Youngquist 2020 Irrevocable Trust
DECREASED3,6714,607-936-20%$5.3M$3.9M-$1.4M2026-10-13
Fiduciary Financial Group, LLC
DECREASED3,6614,311-650-15%$5.0M$3.9M-$1.1M2026-10-13
New Wave Wealth Advisors LLC
INCREASED3,6593,220+439+14%$3.7M$3.5M-$229.1K2026-10-19
Accel Wealth Management
DECREASED3,6413,642-10%$4.2M$3.9M-$326.5K2026-10-13
GS Investments, Inc.
DECREASED3,6403,826-186-5%$4.4M$3.9M-$539.3K2026-11-05
Lifestyle Asset Management, Inc.
DECREASED3,6383,730-92-2%$4.3M$3.9M-$430.8K2026-10-20
Sunpointe, LLC
DECREASED3,6155,257-1,642-31%$6.1M$3.9M-$2.2M2026-10-22
Onyx Bridge Wealth Group LLC
DECREASED3,5893,686-97-3%$4.3M$3.8M-$431.9K2026-10-16
JFS Wealth Advisors, LLC
INCREASED3,5823,344+238+7%$3.9M$3.8M-$44.0K2026-11-03
Tcfg Investment Advisors, LLC
DECREASED3,5743,629-55-2%$4.2M$3.8M-$380.8K2026-10-20
Integrated Financial Solutions, Inc.
INCREASED3,5702,798+772+28%$3.2M$3.8M+$572.7K2026-10-09
Parisi Gray Wealth Management
INCREASED3,5683,254+314+10%$3.8M$3.8M+$44.4K2026-10-16
Analyst IMS Investment Management Services Ltd.
DECREASED3,5634,173-610-15%$4.8M$3.8K-$4.8M2026-11-05
TrinityBridge Ltd
DECREASED3,5624,951-1,389-28%$5.7M$3.8K-$5.7M2026-10-30
Goelzer Investment Management, Inc.
INCREASED3,5591,062+2,497+235%$1.2M$3.8M+$2.6M2026-10-16
State of Wyoming
DECREASED3,5563,746-190-5%$4.3M$3.8M-$536.4K2026-10-28
Veracity Capital LLC
DECREASED3,5543,746-192-5%$4.3M$3.8M-$539.2K2026-10-08
Community Financial Services Group, LLC
NEW3,542—+3,542——$3.9M—2026-10-15
Integrity Advisory Solutions, LLC
INCREASED3,5333,126+407+13%$3.6M$3.8M+$154.8K2026-10-29
Income Insurance Ltd
UNCHANGED3,5213,52100%$4.1M$3.8M-$314.0K2026-10-21
Premier Fund Managers Ltd
NEW3,520—+3,520——$3.8K—2026-11-02
ACT Capital Partners, L.P.
NEW3,500—+3,500——$3.7M—2026-11-06
Hager Investment Management Services, LLC
DECREASED3,4953,569-74-2%$4.1M$3.7M-$396.9K2026-11-04
Oslo Pensjonsforsikring AS
DECREASED3,4853,592-107-3%$4.1M$3.7M-$434.3K2026-10-15
Northern Financial Advisors Inc
UNCHANGED3,4763,47600%$4.0M$3.7M-$310.0K2026-10-29
Klingman & Associates, LLC
INCREASED3,4732,869+604+21%$3.3M$3.7M+$387.5K2026-10-20
Cypress Asset Management Inc
INCREASED3,4532,770+683+25%$3.2M$3.7M+$480.4K2026-10-09
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
INCREASED3,446983+2,463+251%$1.1M$3.7M+$2.5M2026-11-06
Apella Capital, LLC
INCREASED3,4252,675+750+28%$2.5M$3.7M+$1.2M2026-10-08
BOS Asset Management, LLC
DECREASED3,4143,574-160-4%$4.1M$3.6M-$489.1K2026-10-09
Creative Financial Designs Inc
INCREASED3,4132,929+484+17%$3.4M$3.6M+$254.0K2026-11-04
Sound Income Strategies, LLC
INCREASED3,4103,178+232+7%$3.7M$3.5M-$135.7K2026-10-09
Rothwell Investment Advisors, LLC
NEW3,396—+3,396——$3.6M—2026-11-06
Third View Private Wealth, LLC
INCREASED3,3941,838+1,556+85%$2.1M$3.6M+$1.5M2026-10-30
Moss Adams Wealth Advisors LLC
DECREASED3,3914,497-1,106-25%$5.2M$3.6M-$1.6M2026-10-28
Forum Financial Management, LP
DECREASED3,3773,664-287-8%$4.2M$3.6M-$632.2K2026-10-16
Advisor OS, LLC
DECREASED3,3743,667-293-8%$4.2M$3.6M-$639.1K2026-11-03
G&S Capital LLC
INCREASED3,3723,234+138+4%$3.7M$3.6M-$141.4K2026-10-23
Aviance Capital Partners, LLC
INCREASED3,3632,403+960+40%$2.8M$3.6M+$808.5K2026-10-29
Earned Wealth Advisors, LLC
INCREASED3,3511,917+1,434+75%$2.2M$3.6M+$1.4M2026-11-06
Hilltop National Bank
DECREASED3,3253,639-314-9%$4.2M$3.5M-$659.0K2026-10-14
Great Waters Wealth Management
INCREASED3,3253,318+7+0%$3.8M$3.5M-$288.4K2026-10-07
Cadent Capital Advisors, LLC
INCREASED3,3201,024+2,296+224%$1.2M$3.5M+$2.4M2026-10-09
Valmark Advisers, Inc.
INCREASED3,3142,454+860+35%$2.8M$3.5M+$697.1K2026-11-06
Birinyi Associates Inc
UNCHANGED3,3103,31000%$3.8M$3.5K-$3.8M2026-10-28
Advisor Resource Council
DECREASED3,3083,829-521-14%$3.8M$3.5M-$251.0K2026-11-05
Diligent Investors, LLC
INCREASED3,3033,293+10+0%$3.8M$3.5M-$282.9K2026-10-21
Cromwell Holdings LLC
DECREASED3,2983,519-221-6%$4.1M$3.5M-$549.2K2026-10-28
Collaborative Fund Advisors, LLC
INCREASED3,2871,389+1,898+137%$1.6M$3.5M+$1.9M2026-11-02
Manchester Capital Management LLC
DECREASED3,2693,389-120-4%$3.9M$3.5M-$430.0K2026-10-22
Sustainable Insight Capital Management, LLC
DECREASED3,2653,465-200-6%$4.0M$3.5M-$522.0K2026-11-06
St. Louis Financial Planners Asset Management, LLC
DECREASED3,25411,831-8,577-72%$11.5M$3.0M-$8.5M2026-10-16
Wealth Dimensions Group, Ltd.
INCREASED3,2522,649+603+23%$3.1M$3.5M+$406.9K2026-11-02
Inscription Capital, LLC
DECREASED3,2503,963-713-18%$4.6M$3.5M-$1.1M2026-11-02
Summit Wealth Group LLC / Co
INCREASED3,2392,968+271+9%$3.4M$3.4M+$24.1K2026-10-29
Cabot Wealth Management Inc
DECREASED3,2143,381-167-5%$3.9M$3.4M-$479.4K2026-11-05
Capital Advisors Wealth Management, LLC
INCREASED3,1742,503+671+27%$2.9M$3.4M+$491.7K2026-10-09
Arvest Investments, Inc.
DECREASED3,1723,354-182-5%$3.9M$3.4M-$493.0K2026-10-21
Golden Reserve Retirement LLC
INCREASED3,1681,378+1,790+130%$1.6M$3.4M+$1.8M2026-11-02
Abacus Planning Group, Inc.
DECREASED3,1543,295-141-4%$3.8M$3.4M-$444.4K2026-11-02
Pines Wealth Management, LLC
DECREASED3,1543,177-23-1%$3.7M$3.4M-$307.8K2026-10-21
Total Wealth Planning & Management, Inc.
DECREASED3,1493,879-730-19%$4.5M$3.4M-$1.1M2026-10-23
Clearwave Capital, LLC
DECREASED3,1463,346-200-6%$3.9M$3.4M-$510.9K2026-10-27
Bison Wealth, LLC
INCREASED3,1352,514+621+25%$2.5M$3.1M+$625.1K2026-10-13
Vann Equity Management LLC
INCREASED3,1262,748+378+14%$3.2M$3.3M+$157.9K2026-10-08
StoneRidge PMG Advisors, LLC
NEW3,117—+3,117——$3.3K—2026-11-04
Walker Asset Management, LLC
INCREASED3,1163,103+13+0%$3.6M$3.3M-$263.5K2026-10-13
PVG Asset Management Corp
INCREASED3,1142,913+201+7%$3.4M$3.3M-$45.2K2026-10-19
Griffith & Werner, Inc.
INCREASED3,1002,782+318+11%$3.2M$3.3M+$90.7K2026-11-04
Regent Peak Wealth Advisors LLC
INCREASED3,0942,748+346+13%$3.2M$3.3M+$123.5K2026-10-13
Sage Capital Advisors,llc
DECREASED3,0883,156-68-2%$3.6M$3.3M-$353.8K2026-10-13
Altfest L J & Co Inc
DECREASED3,0786,470-3,392-52%$7.5M$3.3M-$4.2M2026-10-27
Laurel OAK Wealth Management, LLC
INCREASED3,0782,646+432+16%$3.1M$3.3M+$224.2K2026-10-19
Virtus Wealth Solutions LLC
DECREASED3,06838,259-35,191-92%$44.2M$3.3M-$40.9M2026-11-03
QTR Family Wealth, LLC
DECREASED3,0244,222-1,198-28%$4.9M$3.2M-$1.7M2026-11-02
Legacy Wealth Management, LLC / MS
DECREASED3,0223,544-522-15%$4.1M$3.2M-$872.0K2026-10-30
Retireful, LLC
INCREASED3,0212,625+396+15%$3.0M$3.2M+$187.7K2026-10-09
Foster Group, Inc.
INCREASED3,0193,001+18+1%$3.5M$3.2M-$247.9K2026-10-13
Cyndeo Wealth Partners, LLC
INCREASED3,0152,790+225+8%$3.2M$3.2M-$8.8K2026-10-16
Winch Advisory Services, LLC
INCREASED3,0082,980+28+1%$3.4M$3.2M-$235.5K2026-11-06
SFG Wealth Management, Llc.
UNCHANGED3,0003,00000%$3.5M$3.2M-$267.5K2026-10-23
Peoples Financial Services Corp.
UNCHANGED3,0003,00000%$3.5M$3.2M-$267.6K2026-10-20
Concord Wealth Partners
INCREASED2,9912,938+53+2%$3.4M$3.2M-$205.0K2026-11-02
First Affirmative Financial Network
NEW2,977—+2,977——$3.2M—2026-10-21
Global Assets Advisory, LLC
DECREASED2,9544,159-1,205-29%$4.3M$3.1M-$1.2M2026-10-28
Harbor Investment Advisory, LLC
INCREASED2,9411,979+962+49%$2.3M$3.1M+$848.1K2026-10-13
Columbia Advisory Partners LLC
INCREASED2,9362,723+213+8%$3.1M$3.1M-$16.0K2026-10-15
Intrua Financial, LLC
DECREASED2,9352,955-20-1%$3.4M$3.1M-$284.1K2026-10-28
Fire Capital Management LLC
INCREASED2,9162,744+172+6%$3.2M$3.1M-$61.5K2026-10-27
Quadcap Wealth Management, LLC
INCREASED2,9152,039+876+43%$2.4M$3.1M+$751.3K2026-11-02
R Squared Ltd
INCREASED2,905579+2,326+402%$668.3K$3.1M+$2.4M2026-11-06
Robertson Stephens Wealth Management, LLC
DECREASED2,9043,422-518-15%$3.9M$3.1M-$856.0K2026-10-16
Cane Capital Partners, LLC
INCREASED2,8981,851+1,047+57%$2.1M$3.1M+$950.1K2026-10-23
Souders Financial Advisors
INCREASED2,8962,733+163+6%$3.2M$3.1M-$71.0K2026-11-03
D.B. Root & Company, LLC
INCREASED2,8942,723+171+6%$3.1M$3.1M-$61.2K2026-11-04
Ifrah Financial Services, Inc.
DECREASED2,8913,257-366-11%$3.8M$3.1M-$680.1K2026-10-13
GFS Advisors, LLC
DECREASED2,8833,231-348-11%$28.3M$3.1M-$25.3M2026-11-03
Park Capital Management, LLC / WI
DECREASED2,8603,101-241-8%$3.6M$3.0M-$534.1K2026-10-13
Orange Investment Advisors, Inc.
INCREASED2,856494+2,362+478%$570.2K$3.0M+$2.5M2026-10-23
Gilliland Jeter Wealth Management LLC
INCREASED2,8532,838+15+1%$3.3M$3.0M-$237.1K2026-10-28
First Community Trust NA
INCREASED2,8522,638+214+8%$3.0M$3.0M-$7.3K2026-10-07
Columbia Bank
INCREASED2,8451,815+1,030+57%$2.1M$3.0M+$935.2K2026-10-29
Insight Advisors, LLC/ PA
DECREASED2,8373,065-228-7%$3.5M$3.0M-$516.0K2026-10-22
Beacon Financial Group
INCREASED2,8312,522+309+12%$2.9M$3.0M+$103.6K2026-10-19
Garde Capital, Inc.
INCREASED2,8002,558+242+9%$3.0M$3.0M+$29.7K2026-10-29
City Holding Co
INCREASED2,79575+2,720+3627%$86.6K$3.0M+$2.9M2026-10-19
Avantra Family Wealth, Inc.
INCREASED2,7932,478+315+13%$2.9M$3.0M+$115.0K2026-10-20
McAdam, LLC
INCREASED2,7872,269+518+23%$2.6M$3.0M+$350.3K2026-10-21
Heritage Wealth Management, Inc.
DECREASED2,7722,807-35-1%$3.2M$3.0M-$287.6K2026-10-28
Hohimer Wealth Management, LLC
NEW2,759—+2,759——$2.9M—2026-11-04
Clear Harbor Asset Management, LLC
DECREASED2,7552,842-87-3%$3.3M$2.9M-$346.1K2026-11-05
Clear Wave Wealth Management LLC
INCREASED2,7472,032+715+35%$2.3M$2.9M+$580.3K2026-11-04
Winnacle Wealth LLC
DECREASED2,7473,156-409-13%$3.6M$2.9M-$717.3K2026-10-15
Peoples Bank
INCREASED2,7412,437+304+12%$2.8M$2.9M+$106.5K2026-10-26
Old Port Advisors
DECREASED2,7373,434-697-20%$4.0M$2.9M-$1.0M2026-10-23
Certified Advisory Corp
DECREASED2,7362,948-212-7%$3.4M$2.9M-$488.6K2026-10-29
TriaGen Wealth Management LLC
DECREASED2,7342,829-95-3%$3.3M$2.9M-$353.3K2026-10-14
Concord Asset Management, LLC
INCREASED2,7302,601+129+5%$3.0M$2.9M-$94.8K2026-11-02
LS Investment Advisors, LLC
INCREASED2,726934+1,792+192%$1.1M$2.9M+$1.8M2026-10-13
FSM Wealth Advisors, LLC
INCREASED2,7262,644+82+3%$3.1M$2.8M-$228.1K2026-10-27
Whalen Wealth Management Inc.
INCREASED2,7241,571+1,153+73%$1.8M$2.9M+$1.1M2026-10-08
United Bank
INCREASED2,7162,040+676+33%$2.4M$2.9M+$538.1K2026-11-06
VUB Generali dochodkova spravcovska spolocnost, a.s.
INCREASED2,7162,589+127+5%$3.0M$2.9M-$95.6K2026-10-26
Plancorp, LLC
INCREASED2,7082,646+62+2%$2.5M$2.4M-$83.8K2026-11-03
Redhawk Wealth Advisors, Inc.
INCREASED2,7052,629+76+3%$3.0M$2.9M-$154.0K2026-10-14
JSF Financial, LLC
DECREASED2,7022,816-114-4%$3.3M$2.9M-$372.4K2026-10-22
Washburn Capital Management, Inc.
INCREASED2,6952,594+101+4%$3.0M$2.9M-$123.8K2026-10-19
AdvisorNet Financial, Inc
INCREASED2,6861,669+1,017+61%$1.9M$2.5M+$529.7K2026-10-15
Zullo Investment Group, Inc.
INCREASED2,6852,441+244+10%$2.8M$2.9M+$42.2K2026-10-20
Cape Investment Advisory, Inc.
DECREASED2,6843,088-404-13%$3.6M$2.9M-$705.5K2026-10-13
Greenspring Advisors, LLC
INCREASED2,6761,199+1,477+123%$1.4M$2.9M+$1.5M2026-11-05
Altman Advisors, Inc.
INCREASED2,6662,637+29+1%$3.0M$2.8M-$204.3K2026-11-05
Wiregrass Investment Management LLC
DECREASED2,6602,829-169-6%$3.3M$2.8M-$432.2K2026-11-05
Absolute Capital Management, LLC
INCREASED2,6572,226+431+19%$2.6M$2.8M+$260.6K2026-10-16
Riversedge Advisors, LLC
INCREASED2,6572,399+258+11%$2.8M$2.8M+$60.9K2026-10-09
Ninety One SA (PTY) Ltd
UNCHANGED2,6402,64000%$3.0M$2.8M-$169.0K2026-10-15
SkyOak Wealth, LLC
INCREASED2,6352,135+500+23%$2.5M$2.8M+$341.5K2026-10-28
Silphium Asset Management Ltd
UNCHANGED2,6352,63500%$3.0M$2.8M-$235.0K2026-10-27
Marathon Capital Management
DECREASED2,6342,695-61-2%$3.1M$2.8M-$305.3K2026-10-23
Scratch Capital LLC
INCREASED2,6132,101+512+24%$2.4M$2.8M+$358.6K2026-11-02
Roman Butler Fullerton & Co
INCREASED2,6132,390+223+9%$2.2M$2.4M+$126.1K2026-10-27
Midwest Trust Co
INCREASED2,6011,562+1,039+67%$1.8M$2.8M+$967.4K2026-10-22
Goodman Advisory Group, LLC
DECREASED2,6012,612-110%$3.0M$2.8M-$244.7K2026-11-02
1900 Wealth Management LLC
INCREASED2,5982,269+329+15%$2.6M$2.8M+$147.2K2026-10-13
D'Orazio & Associates, Inc.
INCREASED2,5972,209+388+18%$2.6M$2.8M+$216.3K2026-11-04
Fairvoy Private Wealth, LLC
INCREASED2,5941,981+613+31%$2.3M$2.8M+$476.2K2026-10-19
Investment Insight Wealth Management, LLC
DECREASED2,5802,609-29-1%$3.0M$2.7M-$264.1K2026-10-30
CFM Wealth Partners LLC
INCREASED2,5732,505+68+3%$2.9M$2.7M-$151.0K2026-11-05
Wealth Quarterback LLC
INCREASED2,5691,904+665+35%$2.2M$2.7M+$538.4K2026-10-20
Relyea Zuckerberg Hanson LLC
DECREASED2,5662,670-104-4%$3.1M$2.7M-$348.9K2026-10-20
Founders Financial Securities LLC
INCREASED2,564681+1,883+277%$785.7K$2.7M+$1.9M2026-10-28
Wealth Architects, LLC
DECREASED2,5642,734-170-6%$3.2M$2.7M-$425.0K2026-11-03
SilverOak Wealth Management LLC
DECREASED2,5592,798-239-9%$3.2M$2.7M-$504.1K2026-10-29
Milestone Asset Management, LLC
DECREASED2,5502,800-250-9%$3.2M$2.7M-$515.9K2026-10-15
Parsons Capital Management Inc
DECREASED2,5433,143-600-19%$3.6M$2.7M-$919.4K2026-10-28
Providence First Trust Co
INCREASED2,5372,472+65+3%$2.9M$2.7M-$150.8K2026-11-02
Cypress Wealth Services, LLC
INCREASED2,5332,434+99+4%$2.8M$2.6M-$161.4K2026-10-21
Sunbeam Capital Management, LLC
DECREASED2,5292,753-224-8%$3.2M$2.7M-$483.8K2026-11-05
Impact Capital Partners LLC
INCREASED2,5241,904+620+33%$2.2M$2.7M+$490.8K2026-10-22
Personal CFO Solutions, LLC
INCREASED2,5172,480+37+1%$2.9M$2.7M-$180.8K2026-11-06
Advisory Resource Group
INCREASED2,5072,287+220+10%$2.6M$2.7M+$30.6K2026-10-26
Triumph Capital Management
DECREASED2,5052,681-176-7%$3.1M$2.7M-$426.1K2026-10-14
Tuttle Capital Management, LLC
DECREASED2,5033,990-1,487-37%$4.6M$2.7M-$1.9M2026-10-21
Canopy Partners, LLC
INCREASED2,5032,319+184+8%$2.7M$2.7M-$10.8K2026-10-28
Smith Group Asset Management, LLC
DECREASED2,5012,648-147-6%$3.1M$2.7M-$392.7K2026-10-27
Lyell Wealth Management, LP
DECREASED2,5002,880-380-13%$3.3M$2.7M-$661.6K2026-10-30
Howard Financial Services, Ltd.
INCREASED2,4982,157+341+16%$2.5M$2.7M+$171.1K2026-10-15
Quantum Financial Advisors, LLC
INCREASED2,4942,474+20+1%$2.9M$2.7M-$199.4K2026-11-03
Jacobsen Capital Management
INCREASED2,4922,475+17+1%$2.9M$2.7M-$202.6K2026-10-27
KCM Investment Advisors LLC
INCREASED2,4902,332+158+7%$2.7M$2.7M-$39.7K2026-10-27
First Command Advisory Services, Inc.
INCREASED2,4841,154+1,330+115%$1.3M$2.6M+$1.3M2026-11-05
Clearstead Trust, LLC
INCREASED2,469419+2,050+489%$483.6K$2.6M+$2.1M2026-11-06
Ignite Planners, LLC
INCREASED2,4431,214+1,229+101%$1.4M$2.6M+$1.2M2026-10-14
Townsend Asset Management Corp
INCREASED2,4422,431+11+0%$2.8M$2.6M-$205.1K2026-10-29
Shelton Wealth Management, LLC
DECREASED2,4292,465-36-1%$2.8M$2.6M-$258.1K2026-10-16
365 WMG Private Fund I: Primus Fund LLC
NEW2,428—+2,428——$2.6M—2026-10-20
Axecap Investments, LLC
NEW2,428—+2,428——$2.6M—2026-10-20
Magnus Financial Group LLC
INCREASED2,4192,006+413+21%$2.3M$2.6M+$261.4K2026-10-21
Beacon Financial Advisory LLC
INCREASED2,4172,222+195+9%$2.6M$2.6M+$9.7K2026-10-16
Point Nemo Capital, LLC
DECREASED2,3992,486-87-3%$2.9M$2.6M-$314.8K2026-11-03
Allegiance Financial Group Advisory Services LLC
DECREASED2,3952,402-70%$2.8M$2.6M-$221.6K2026-11-02
MH & Associates Securities Management Corp
UNCHANGED2,3952,39500%$2.8M$2.6M-$213.6K2026-10-30
Worth Asset Management, LLC
DECREASED2,3913,298-907-27%$3.8M$2.5M-$1.3M2026-10-07
HBW Advisory Services LLC
INCREASED2,3901,966+424+22%$2.3M$2.5M+$276.4K2026-10-15
Adamsbrown Wealth Consultants LLC
INCREASED2,3842,240+144+6%$2.6M$2.5M-$46.0K2026-10-20
Syverson Strege & Co
DECREASED2,3842,471-87-4%$2.9M$2.5M-$313.0K2026-11-02
Financial Partners Group, Inc
INCREASED2,3822,256+126+6%$2.6M$2.5M-$66.9K2026-10-19
JGP Wealth Management, LLC
INCREASED2,3541,974+380+19%$2.3M$2.5M+$228.8K2026-10-13
Byrne Asset Management LLC
INCREASED2,3411,872+469+25%$2.2M$2.6M+$408.2K2026-10-06
Cardinal Point Capital Management ULC
INCREASED2,3382,188+150+7%$2.5M$2.5M-$35.0K2026-10-21
BNB Wealth Management, LLC
DECREASED2,3282,757-429-16%$3.2M$2.5M-$702.4K2026-10-28
Rose Capital Advisors LLC
INCREASED2,326586+1,740+297%$676.9K$2.5M+$1.8M2026-11-04
Garner Asset Management Corp
DECREASED2,3253,734-1,409-38%$4.3M$2.1M-$2.2M2026-10-30
Rossby Financial, LCC
INCREASED2,3251,946+379+19%$2.2M$2.5M+$230.1K2026-11-05
Harrell Investment Partners, LLC
DECREASED2,3242,558-234-9%$3.0M$2.5M-$477.4K2026-10-15
N10 Assets, LLC
UNCHANGED2,3242,32400%$2.7M$2.5M-$207.3K2026-10-14
Xcel Wealth Management, LLC
INCREASED2,3231,464+859+59%$1.7M$2.5M+$784.4K2026-10-26
Clarus Wealth Advisors
NEW2,310—+2,310——$2.4M—2026-10-13
Legacy Capital Wealth Partners, LLC
INCREASED2,3051,962+343+17%$2.3M$2.5M+$190.7K2026-10-21
Quadrant Private Wealth Management, LLC
NEW2,301—+2,301——$2.5M—2026-11-04
Titleist Asset Management, LLC
DECREASED2,3012,651-350-13%$3.1M$2.5M-$609.4K2026-10-08
St. Louis Trust Co
UNCHANGED2,2962,29600%$298.6K$2.4M+$2.1M2026-11-03
Lewis Asset Management, LLC
DECREASED2,2952,414-119-5%$2.8M$2.4M-$341.7K2026-10-14
Principle Wealth Partners LLC
INCREASED2,2931,852+441+24%$2.1M$2.4M+$305.0K2026-11-02
Partners Wealth Management, LLC
INCREASED2,292261+2,031+778%$301.6K$2.4M+$2.1M2026-10-28
Tanager Wealth Management LLP
INCREASED2,2902,097+193+9%$2.4M$2.4M+$18.6K2026-10-19
Tactive Advisors, LLC
DECREASED2,2862,793-507-18%$3.2M$2.4M-$789.0K2026-10-08
Hanseatic Management Services Inc
INCREASED2,2752,217+58+3%$2.6M$2.4M-$135.9K2026-10-27
CWC Advisors, Llc.
INCREASED2,2742,212+62+3%$2.6M$2.4M-$131.2K2026-10-15
Uhlmann Price Securities, LLC
DECREASED2,2732,473-200-8%$2.9M$2.4M-$433.6K2026-11-03
Vanderbilt University
NEW2,272—+2,272——$2.4M—2026-11-02
Miramontes Capital, LLC
INCREASED2,2661,822+444+24%$2.1M$2.4M+$310.4K2026-10-19
May Hill Capital, LLC
INCREASED2,2652,051+214+10%$2.4M$2.4M+$44.0K2026-11-03
Claro Advisors Inc.
INCREASED2,2641,439+825+57%$1.7M$2.4M+$750.6K2026-11-02
Rise Advisors, LLC
INCREASED2,2632,262+1+0%$2.6M$2.4M-$200.3K2026-10-16
DSG Capital Advisors, LLC
INCREASED2,2601,618+642+40%$1.6M$2.4M+$816.5K2026-11-05
Northwest Wealth Management, LLC
DECREASED2,2562,669-413-15%$3.1M$2.4M-$677.9K2026-10-30
Whitener Capital Management, Inc.
DECREASED2,2552,615-360-14%$3.0M$2.4M-$616.6K2026-10-15
Lantz Financial LLC
INCREASED2,2462,219+27+1%$2.6M$2.4M-$169.2K2026-10-15
Abundance Wealth Counselors
DECREASED2,2402,279-39-2%$2.6M$2.4M-$244.8K2026-10-26
Bernicke Wealth Management, Ltd.
NEW2,238—+2,238——$2.4M—2026-11-06
Simon Quick Advisors, LLC
INCREASED2,2331,021+1,212+119%$1.2M$2.4M+$1.2M2026-10-26
BIP Wealth, LLC
INCREASED2,2331,984+249+13%$2.3M$2.4M+$88.4K2026-10-22
Kieckhefer Group LLC
INCREASED2,2301,525+705+46%$1.8M$2.4M+$614.9K2026-10-13
BayBridge Capital Group, LLC
INCREASED2,222853+1,369+160%$984.6K$2.4M+$1.4M2026-10-13
Trust Co of Oklahoma
INCREASED2,2192,193+26+1%$2.5M$2.4M-$167.9K2026-10-15
PKS Advisory Services, LLC
UNCHANGED2,2192,21900%$2.6M$2.6M$02026-10-26
CFC Planning Co LLC
DECREASED2,2182,285-67-3%$2.6M$2.4M-$273.8K2026-10-28
Central Bank & Trust Co
DECREASED2,2164,345-2,129-49%$5.0M$2.4M-$2.7M2026-10-09
AA Financial Advisors, LLC
INCREASED2,2111,830+381+21%$2.1M$2.4M+$242.6K2026-10-19
TCV Trust & Wealth Management, Inc.
DECREASED2,2082,397-189-8%$2.8M$2.4M-$415.1K2026-10-16
Lebenthal Global Advisors, LLC
INCREASED2,1911,864+327+18%$2.2M$2.3M+$182.1K2026-10-28
Trust Co
INCREASED2,175128+2,047+1599%$147.7K$2.3M+$2.2M2026-10-09
Carlson Financial, Inc.
INCREASED2,1752,086+89+4%$2.4M$2.3M-$93.2K2026-11-05
Silverlake Wealth Management LLC
DECREASED2,1752,191-16-1%$2.5M$2.3M-$212.3K2026-10-21
EPG Wealth Management LLC
INCREASED2,1682,157+11+1%$2.5M$2.3M-$180.4K2026-11-03
Leo Wealth, LLC
NEW2,167—+2,167——$2.3M—2026-10-26
Retirement Planning Co of New England, Inc.
DECREASED2,1592,386-227-10%$2.8M$2.3M-$454.3K2026-10-15
XML Financial, LLC
DECREASED2,1592,254-95-4%$2.6M$2.3M-$302.1K2026-10-29
Legacy Financial Strategies, LLC
INCREASED2,1542,006+148+7%$2.3M$2.3M-$21.2K2026-10-15
Centennial Wealth Advisory LLC
INCREASED2,1491,943+206+11%$2.2M$2.3M+$47.2K2026-10-16
Cassaday & Co Wealth Management LLC
INCREASED2,1452,135+10+0%$2.5M$2.3M-$179.6K2026-10-27
Burns Matteson Capital Management, LLC
INCREASED2,1421,665+477+29%$1.9M$2.3M+$359.6K2026-10-16
LexAurum Advisors, LLC
INCREASED2,136968+1,168+121%$1.1M$2.3M+$1.2M2026-10-19
Central Valley Advisors, LLC
DECREASED2,1252,172-47-2%$2.5M$2.3M-$243.8K2026-10-27
Stenger Family Office, LLC
DECREASED2,1242,469-345-14%$2.8M$2.0M-$825.3K2026-10-22
Welch & Forbes LLC
INCREASED2,1121,835+277+15%$2.1M$2.2M+$131.4K2026-11-04
Commonwealth Financial Services, LLC
DECREASED2,1112,522-411-16%$2.9M$2.2M-$662.6K2026-10-20
Intelligence Driven Advisers, LLC
DECREASED2,1022,361-259-11%$2.7M$2.2M-$486.4K2026-10-09
Orrstown Financial Services Inc
DECREASED2,1002,165-65-3%$2.5M$2.2M-$262.3K2026-10-14
Investment Partners Asset Management, Inc.
DECREASED2,0982,206-108-5%$2.5M$2.2M-$311.8K2026-10-09
TBH Global Asset Management, LLC
DECREASED2,0982,176-78-4%$2.5M$2.2M-$276.9K2026-11-03
Ullmann Wealth Partners Group, LLC
INCREASED2,0972,048+49+2%$2.4M$2.2M-$129.7K2026-11-02
Seven Mile Advisory
DECREASED2,0952,192-97-4%$2.5M$2.2M-$298.8K2026-10-22
Paladin Partners, LLC
NEW2,090—+2,090——$2.2M—2026-10-06
Asahi Life Asset Management Co., Ltd.
DECREASED2,0892,200-111-5%$2.5M$2.2M-$314.4K2026-11-06
Ted Buchan & Co
INCREASED2,0841,742+342+20%$2.0M$2.2M+$208.9K2026-10-23
Rossmore Private Capital
INCREASED2,0831,875+208+11%$2.2M$2.2M+$54.4K2026-10-27
Altus Wealth Group LLC
DECREASED2,0792,136-57-3%$2.5M$2.2M-$251.2K2026-10-20
Lighthouse Financial Services Inc
DECREASED2,0772,078-10%$2.1M$2.2M+$67.2K2026-11-02
Wavvest Wealth LLC
NEW2,072—+2,072——$2.2M—2026-10-21
Elevated Financial Group LLC
INCREASED2,0612,056+5+0%$2.4M$2.2M-$178.0K2026-10-16
55 North Private Wealth, LLC
INCREASED2,0601,995+65+3%$2.3M$2.2M-$108.7K2026-10-20
Sageworth Trust Co
INCREASED2,0561,195+861+72%$1.4M$2.2M+$810.5K2026-10-30
Yarbrough Capital, LLC
INCREASED2,0441,244+800+64%$1.4M$2.2M+$741.1K2026-10-19
Probity Advisors, Inc.
DECREASED2,0432,285-242-11%$2.6M$2.2M-$461.5K2026-10-23
Independent Solutions Wealth Management, LLC
UNCHANGED2,0392,03900%$2.4M$2.2M-$181.8K2026-10-28
Finer Wealth Management, Inc.
INCREASED2,0361,944+92+5%$2.2M$2.2M-$75.4K2026-10-16
Apex Wealth Management, LLC
INCREASED2,0312,020+11+1%$2.3M$2.2M-$169.2K2026-10-20
Arrow Financial Corp
NEW2,023—+2,023——$2.2M—2026-10-26
First Bank & Trust
INCREASED2,0231,776+247+14%$2.1M$2.2M+$104.7K2026-10-19
Blue Fin Capital, Inc.
INCREASED2,0221,629+393+24%$1.9M$2.2M+$273.0K2026-10-28
Financial & Tax Architects, LLC
NEW2,021—+2,021——$2.2M—2026-10-15
Beacon Investment Advisory Services, Inc.
INCREASED2,0211,989+32+2%$2.3M$2.2M-$143.3K2026-10-13
Godsey & Gibb, Inc
INCREASED2,0201,998+22+1%$2.3M$2.2M-$154.7K2026-10-14
Braeburn Wealth Management LLC
DECREASED2,0192,209-190-9%$2.5M$2.1M-$399.3K2026-10-15
Founders Grove Wealth Partners, LLC
INCREASED2,0121,236+776+63%$1.4M$2.1M+$716.3K2026-10-16
Cornerstone Enterprises, LLC
DECREASED2,0103,257-1,247-38%$3.8M$2.1M-$1.6M2026-10-15
Equitable Trust Co
DECREASED2,0092,227-218-10%$2.6M$2.1M-$430.8K2026-10-13
Investors Asset Management of Georgia Inc
INCREASED2,0061,999+7+0%$2.3M$2.1M-$170.8K2026-10-20
MW Advisory, LLC
INCREASED2,0031,243+760+61%$1.4M$2.1M+$698.6K2026-10-19
LRZ Capital LLC
NEW2,002—+2,002——$2.1M—2026-11-05
John G Ullman & Associates Inc
DECREASED2,0002,835-835-29%$3.3M$2.1M-$1.1M2026-11-04
WP Advisors, LLC
NEW1,999—+1,999——$2.1M—2026-10-22
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED1,9891,419+570+40%$1.6M$2.1M+$481.2K2026-10-14
United Asset Strategies, Inc.
INCREASED1,9721,942+30+2%$2.2M$2.1M-$141.3K2026-10-28
Aljian Capital Management, LLC
INCREASED1,9691,658+311+19%$1.9M$2.1M+$183.5K2026-10-28
Chung Wu Investment Group, LLC
DECREASED1,96510,180-8,215-81%$11.8M$2.1M-$9.7M2026-11-03
Bright Futures Wealth Management, Llc.
DECREASED1,9642,030-66-3%$2.3M$2.1M-$251.1K2026-10-23
Murphy & Mullick Capital Management Corp
DECREASED1,9582,152-194-9%$2.5M$2.1M-$397.5K2026-11-02
MFG Wealth Management, Inc.
NEW1,955—+1,955——$2.1M—2026-10-09
Eagle Wealth Strategies LLC
INCREASED1,9481,669+279+17%$1.9M$2.1M+$148.3K2026-10-20
Accuvest Global Advisors
INCREASED1,946350+1,596+456%$404.0K$2.1M+$1.7M2026-11-04
Teza Capital Management LLC
INCREASED1,9441,934+10+1%$2.2M$2.1M-$161.8K2026-10-23
Prairie Advisory, LLC
INCREASED1,934969+965+100%$1.1M$2.1M+$941.7K2026-10-19
Symmetry Partners, LLC
INCREASED1,9331,828+105+6%$2.1M$2.1M-$51.2K2026-10-27
Goldstein Advisors, LLC
INCREASED1,9241,381+543+39%$1.6M$2.0M+$455.2K2026-10-15
Strategy Asset Managers LLC
INCREASED1,9241,898+26+1%$2.2M$2.0M-$141.6K2026-10-14
Fiduciary Alliance LLC
DECREASED1,9211,997-76-4%$2.3M$2.0M-$259.3K2026-10-13
Family Investment Center, Inc.
INCREASED1,9131,739+174+10%$2.0M$2.0M+$30.1K2026-10-19
Tower View Wealth Management LLC
INCREASED1,9001,794+106+6%$2.1M$2.0M-$46.8K2026-10-23
Vista Capital Partners, Inc.
DECREASED1,8962,251-355-16%$2.6M$2.0M-$578.9K2026-11-06
Williams & Novak Wealth Management, LLC
INCREASED1,8891,730+159+9%$2.0M$2.0M+$15.1K2026-10-09
Private Management Group Inc
DECREASED1,8871,962-75-4%$2.3M$2.0M-$254.9K2026-11-04
RS Crum Inc.
DECREASED1,8852,110-225-11%$2.4M$2.0M-$427.8K2026-10-19
Invenio Wealth Partners LLC
DECREASED1,8851,902-17-1%$2.2M$2.0M-$187.7K2026-10-20
Legacy Private Trust Co.
INCREASED1,878475+1,403+295%$548.3K$2.0M+$1.5M2026-10-06
Woodward Diversified Capital, LLC
INCREASED1,8751,630+245+15%$1.9M$2.0M+$115.7K2026-10-21
Blue Jean Financial LLC
NEW1,872—+1,872——$2.0M—2026-10-20
JBR Co Financial Management Inc
INCREASED1,8691,806+63+3%$2.1M$1.9M-$155.3K2026-10-13
Philip James Wealth Mangement, LLC
DECREASED1,8662,561-695-27%$3.0M$2.0M-$968.6K2026-10-27
Retirement Planning Group, LLC
DECREASED1,8662,057-191-9%$2.4M$2.0M-$387.5K2026-10-19
Edgemoor Investment Advisors, Inc.
INCREASED1,8571,838+19+1%$2.1M$2.0M-$144.8K2026-11-03
Waycross Partners, LLC
NEW1,853—+1,853——$2.0M—2026-11-03
Beaumont Financial Advisors, LLC
DECREASED1,8502,194-344-16%$2.5M$2.0M-$562.0K2026-10-22
Aspire Private Capital, LLC
DECREASED1,8441,861-17-1%$2.1M$2.0M-$183.9K2026-11-05
AMG Asset Management Group, Inc.
INCREASED1,8371,484+353+24%$1.7M$2.0M+$243.6K2026-10-21
Carolina Wealth Advisors, LLC
INCREASED1,8261,746+80+5%$2.0M$1.9M-$70.5K2026-10-23
Pension & Wealth Management Advisors, Inc.
NEW1,822—+1,822——$1.9M—2026-10-16
Penobscot Investment Management Company, Inc.
NEW1,818—+1,818——$1.9M—2026-10-26
Lodestone Wealth Management LLC
INCREASED1,8151,669+146+9%$1.9M$1.9M+$6.9K2026-10-14
Merrion Investment Management Co, LLC
DECREASED1,8133,713-1,900-51%$4.3M$1.9M-$2.4M2026-10-16
Bryant Woods Investment Advisors, LLC
DECREASED1,8111,813-20%$2.1M$1.9M-$163.5K2026-10-26
Jeppson Wealth Management, LLC
DECREASED1,8051,806-10%$2.1M$1.9M-$162.1K2026-10-20
Argentarii, LLC
INCREASED1,8041,563+241+15%$1.4M$1.9M+$564.0K2026-10-28
McGlone Suttner Wealth Management, Inc.
INCREASED1,8011,659+142+9%$1.9M$1.9M+$2.8K2026-10-13
Westwind Capital
DECREASED1,8001,901-101-5%$2.2K$1.9K-$2772026-10-08
Mount Vernon Associates Inc
UNCHANGED1,8001,80000%$2.1M$1.9K-$2.1M2026-10-26
Cherokee Insurance Co
UNCHANGED1,8001,80000%$2.1M$1.9M-$160.5K2026-11-05
Armstrong Henry H Associates Inc
UNCHANGED1,8001,80000%$2.1M$1.9M-$160.5K2026-10-07
Park Edge Advisors, LLC
DECREASED1,7952,654-859-32%$3.1M$1.9M-$1.2M2026-10-28
Vilga Financial Planning LLC
DECREASED1,7921,802-10-1%$2.1M$1.9M-$171.4K2026-10-09
Heritage Family Offices, LLP
INCREASED1,7911,529+262+17%$1.8M$1.9M+$142.7K2026-11-02
WealthBridge Capital Management, LLC
INCREASED1,7901,739+51+3%$2.0M$1.9M-$100.8K2026-10-16
Brown Shipley& Co Ltd
NEW1,777—+1,777——$1.9M—2026-10-09
Clearwater Capital Advisors, LLC
INCREASED1,7731,719+54+3%$2.0M$1.9M-$95.8K2026-11-06
True Freedom Investing, LLC
NEW1,769—+1,769——$1.9M—2026-10-29
Contravisory Investment Management, Inc.
INCREASED1,7621,554+208+13%$1.8M$1.9M+$83.0K2026-10-13
Myriad Asset Management US LP
INCREASED1,758609+1,149+189%$703.0K$1.9M+$1.2M2026-11-03
Royal Fund Management, LLC
INCREASED1,756843+913+108%$973.4K$1.9M+$897.2K2026-10-22
Brucke Financial, Inc.
INCREASED1,7471,529+218+14%$1.8M$1.9M+$95.8K2026-10-23
North Star Investment Management Corp.
INCREASED1,7351,703+32+2%$2.0M$1.8M-$117.8K2026-10-27
Morey & Quinn Wealth Partners, LLC
INCREASED1,7331,731+2+0%$2.0M$1.8M-$152.2K2026-10-28
Traphagen Investment Advisors LLC
DECREASED1,7301,764-34-2%$2.0M$1.8M-$193.8K2026-10-14
Finivi Inc.
INCREASED1,7201,330+390+29%$1.5M$1.8M+$296.8K2026-10-13
SJS Investment Consulting Inc.
INCREASED1,7141,144+570+50%$1.3M$1.8M+$505.2K2026-10-26
Courier Capital LLC
INCREASED1,7141,700+14+1%$2.0M$1.8M-$136.7K2026-10-19
Avantax Planning Partners, Inc.
INCREASED1,7051,525+180+12%$1.8M$1.8M+$55.7K2026-11-03
Levin Capital Strategies, L.P.
INCREASED1,7041,623+81+5%$1.9M$1.8M-$58.5K2026-11-02
Guardian Investment Management
DECREASED1,7031,837-134-7%$2.1M$1.8M-$306.4K2026-10-23
BigSur Wealth Management LLC
NEW1,700—+1,700——$1.8M—2026-10-13
Pinion Investment Advisors, LLC
DECREASED1,6981,716-18-1%$2.0M$1.8M-$172.2K2026-11-04
Griffin Asset Management, Inc.
INCREASED1,6951,049+646+62%$1.2M$1.8M+$594.5K2026-10-22
Five Oceans Advisors
DECREASED1,6941,824-130-7%$2.1M$1.8M-$301.1K2026-10-22
CRA Financial Services, LLC
INCREASED1,6921,513+179+12%$1.7M$1.8M+$55.3K2026-10-16
Davidson Capital Management Inc.
NEW1,681—+1,681——$1.8M—2026-10-15
Rational Advisors, Inc.
INCREASED1,680413+1,267+307%$476.7K$1.8M+$1.3M2026-11-02
Accredited Investors Inc.
INCREASED1,6791,597+82+5%$1.8M$1.8M-$55.4K2026-11-03
Cornerstone Advisory, LLC
INCREASED1,6711,140+531+47%$1.3M$1.8M+$463.9K2026-11-06
Dixon Fnancial Services, Inc.
UNCHANGED1,6691,66900%$1.9M$1.8M-$148.8K2026-10-23
Armstrong Advisory Group, Inc
INCREASED1,6601,560+100+6%$1.8M$1.8M-$32.6K2026-10-09
Greenfield Seitz Capital Management, LLC
UNCHANGED1,6601,66000%$1.9M$1.8M-$148.0K2026-10-29
Tucker Asset Management LLC
INCREASED1,6531,430+223+16%$1.7M$1.8M+$110.0K2026-10-29
Poehling Capital Management, Inc.
UNCHANGED1,6481,64800%$1.9M$1.8M-$147.0K2026-10-20
Sterling Investment Counsel, LLC
INCREASED1,6451,106+539+49%$1.3M$1.8M+$475.5K2026-10-19
Summit Securities Group LLC
INCREASED1,638177+1,461+825%$204.3K$1.7M+$1.5M2026-11-05
WealthTrust Asset Management, LLC
DECREASED1,6381,668-30-2%$1.9M$1.7M-$180.7K2026-10-22
EdgeRock Capital LLC
INCREASED1,6341,409+225+16%$1.6M$1.7M+$114.0K2026-11-03
Spartan Planning & Wealth Management
INCREASED1,6301,428+202+14%$1.6M$1.7M+$86.9K2026-10-13
LeConte Wealth Management, LLC
INCREASED1,6151,289+326+25%$1.5M$1.7M+$232.3K2026-10-20
Joel Isaacson & Co., LLC
INCREASED1,6151,302+313+24%$1.5M$1.7M+$217.3K2026-11-05
Black Diamond Financial, LLC
INCREASED1,6111,220+391+32%$1.4M$1.7M+$307.7K2026-10-26
Whelan Financial
INCREASED1,6101,391+219+16%$1.6M$1.7M+$109.2K2026-10-28
Integris Wealth Management, LLC
INCREASED1,6051,138+467+41%$1.3M$1.7M+$396.1K2026-10-14
Carret Asset Management, LLC
NEW1,600—+1,600——$1.7M—2026-11-04
Kingdom Financial Group Llc.
INCREASED1,5951,260+335+27%$1.5M$1.7M+$244.7K2026-11-04
Fermata Advisors, LLC
DECREASED1,5861,720-134-8%$2.0M$1.7M-$296.1K2026-10-13
J. Derek Lewis & Associates Inc.
INCREASED1,5851,428+157+11%$1.6M$1.7M+$39.5K2026-11-03
Breakwater Capital Group
INCREASED1,5851,545+40+3%$1.8M$1.7M-$95.4K2026-10-09
Gradient Capital Advisors, LLC
INCREASED1,5831,053+530+50%$1.2M$1.7M+$470.9K2026-10-21
Mandatum Life Insurance Co Ltd
DECREASED1,5773,737-2,160-58%$4.3M$1.7M-$2.6M2026-11-06
Werba Rubin Papier Wealth Management
INCREASED1,568888+680+77%$1.0M$1.7M+$645.2K2026-11-06
Traveka Wealth, LLC
INCREASED1,5631,363+200+15%$1.6M$1.7M+$91.4K2026-10-19
Cypress Point Wealth Management, LLC
DECREASED1,5631,566-30%$1.8M$1.7M-$142.9K2026-11-03
Vaughan David Investments LLC
DECREASED1,5581,561-30%$1.8M$1.7K-$1.8M2026-11-05
Net Worth Advisory Group
INCREASED1,552439+1,113+254%$506.7K$1.7M+$1.2M2026-10-20
KPP Advisory Services LLC
DECREASED1,5501,945-395-20%$2.2M$1.7M-$594.2K2026-10-26
Lineweaver Wealth Advisors, LLC
INCREASED1,5491,321+228+17%$1.5M$1.6M+$125.2K2026-10-13
Palacios Wealth Management, LLC
INCREASED1,5461,318+228+17%$1.5M$1.6M+$125.3K2026-11-04
FAI Advisors, Inc.
DECREASED1,5461,575-29-2%$1.8M$1.6M-$171.3K2026-10-27
AGH Wealth Advisors, LLC
INCREASED1,5431,398+145+10%$1.6M$1.6M+$29.8K2026-10-26
TrueMark Investments, LLC
DECREASED1,5431,567-24-2%$1.8M$1.6M-$165.3K2026-11-05
Financial Security Advisor, Inc.
INCREASED1,5401,116+424+38%$1.3M$1.6M+$352.2K2026-11-03
Sanchez Gaunt Capital Management, LLC
INCREASED1,5361,304+232+18%$1.5M$1.6M+$130.8K2026-11-03
Donoghue Forlines LLC
DECREASED1,5314,843-3,312-68%$5.6M$1.6M-$4.0M2026-11-02
October Effect Ltd
DECREASED1,5301,540-10-1%$1.8M$1.6M-$148.0K2026-10-20
Verum Partners LLC
INCREASED1,5211,397+124+9%$1.6M$1.6M+$7.1K2026-10-21
CLG LLC
INCREASED1,5211,515+6+0%$1.7M$1.6M-$128.7K2026-10-13
Baker Tilly Wealth Management, LLC
INCREASED1,5181,166+352+30%$1.3M$1.6M+$270.7K2026-10-05
Strata Wealth Advisors, LLC
INCREASED1,5061,268+238+19%$1.5M$1.6M+$140.4K2026-10-16
Herold Advisors, Inc.
DECREASED1,5021,581-79-5%$1.8M$1.6M-$225.2K2026-10-19
Dominguez Wealth Management Solutions, Inc.
UNCHANGED1,4971,49700%$1.7M$1.6M-$133.5K2026-10-07
Sheets Smith Wealth Management
DECREASED1,4951,506-11-1%$1.7M$1.6M-$147.1K2026-10-16
Tower Trust & Investment Co
INCREASED1,49381+1,412+1743%$93.5K$1.6M+$1.5M2026-10-28
Private Client Services, LLC
DECREASED1,4931,564-71-5%$1.8M$1.6M-$214.4K2026-10-02
Essential Partners LLC
DECREASED1,4921,878-386-21%$2.2M$1.6M-$578.6K2026-10-14
Weinberger Asset Management, Inc
INCREASED1,4911,482+9+1%$1.2M$1.6M+$368.3K2026-10-28
LJI Wealth Management, LLC
INCREASED1,4871,479+8+1%$1.7M$1.6M-$123.4K2026-10-28
Citizens & Northern Corp
NEW1,486—+1,486——$1.6M—2026-11-06
Semus Wealth Partners LLC
INCREASED1,4841,223+261+21%$1.4M$1.6M+$169.1K2026-10-22
Southern Financial Group, LLC
DECREASED1,4741,678-204-12%$1.9M$1.6M-$366.7K2026-10-30
NewSquare Capital LLC
INCREASED1,4731,295+178+14%$1.5M$1.6M+$74.1K2026-11-06
Sage Rhino Capital LLC
INCREASED1,4721,376+96+7%$1.6M$1.6M-$20.5K2026-10-28
Mosley Wealth Management
INCREASED1,4711,387+84+6%$1.6M$1.4M-$231.1K2026-10-16
Crew Capital Management, Ltd
DECREASED1,4692,017-548-27%$2.3M$1.6M-$763.6K2026-10-28
Tranquility Partners, LLC
INCREASED1,4691,337+132+10%$1.5M$1.6M+$21.4K2026-10-20
First Heartland Consultants, Inc.
INCREASED1,4671,329+138+10%$1.5M$1.6M+$29.1K2026-10-08
Aspiriant, LLC
DECREASED1,4641,483-19-1%$1.7M$1.6M-$152.5K2026-10-16
InTrack Investment Management Inc
INCREASED1,463270+1,193+442%$312.2K$1.6M+$1.2M2026-10-15
Aafmaa Wealth Management & Trust LLC
INCREASED1,4611,450+11+1%$1.7M$1.6M-$117.6K2026-10-14
Schorn Wealth LLC
UNCHANGED1,4591,45900%$1.7M$1.6M-$130.1K2026-10-14
B.O.S.S. Retirement Advisors, LLC
INCREASED1,4561,415+41+3%$1.6M$1.6M-$82.5K2026-10-26
Gen-Wealth Partners Inc
DECREASED1,4522,852-1,400-49%$3.3M$1.5M-$1.7M2026-11-04
Realta Investment Advisors
INCREASED1,451367+1,084+295%$423.6K$1.5M+$1.1M2026-10-14
Ameliora Wealth Management Ltd.
DECREASED1,4431,685-242-14%$1.9M$1.5M-$408.0K2026-10-23
Vicus Capital
DECREASED1,4361,848-412-22%$2.1M$1.5M-$604.0K2026-11-05
TFB Advisors LLC
INCREASED1,4331,342+91+7%$1.5M$1.5M-$22.8K2026-11-02
Signature Equity Partners, LLC
INCREASED1,426762+664+87%$879.7K$1.5M+$638.6K2026-10-29
Pacific Capital Partners Ltd
INCREASED1,4191,146+273+24%$1.3M$1.5M+$188.6K2026-10-28
Richardson Financial Services Inc.
INCREASED1,4141,322+92+7%$1.5M$1.5M-$19.9K2026-10-30
Beacon Capital Management, LLC
INCREASED1,4121,401+11+1%$1.6M$1.5M-$113.0K2026-10-23
Journey Advisory Group, LLC
DECREASED1,4101,855-445-24%$2.1M$1.5M-$639.4K2026-11-04
Evolution Wealth Advisors, LLC
INCREASED1,4061,274+132+10%$1.5M$1.5M+$27.0K2026-11-03
M.E. Allison & Co., Inc.
INCREASED1,4021,324+78+6%$1.5M$1.5M-$34.9K2026-10-09
Sutton Place Investors LLC
DECREASED1,4001,402-20%$1.6M$1.5M-$126.8K2026-10-20
Salvus Wealth Management, LLC
INCREASED1,3911,000+391+39%$1.2M$1.5M+$327.3K2026-10-13
Hamilton Capital, LLC
INCREASED1,389918+471+51%$1.1M$1.5M+$419.8K2026-10-08
Demars Financial Group, LLC
DECREASED1,3831,413-30-2%$1.6M$1.5M-$158.0K2026-10-22
Glenview Trust Co
INCREASED1,3781,325+53+4%$1.5M$1.5M-$61.7K2026-10-28
Canvas Wealth Advisors, LLC
INCREASED1,3781,327+51+4%$1.5M$1.3M-$243.9K2026-11-02
Steinberganna Wealth Management
UNCHANGED1,3771,37700%$1.6M$1.5M-$122.7K2026-10-23
Raleigh Capital Management Inc.
INCREASED1,371540+831+154%$623.4K$1.5M+$837.0K2026-10-28
Bernardo Wealth Planning LLC
INCREASED1,370640+730+114%$738.7K$1.5M+$720.5K2026-10-23
Meredith Wealth Planning
INCREASED1,3571,253+104+8%$1.4M$1.4M-$1.4K2026-10-14
Center For Asset Management LLC
DECREASED1,3571,389-32-2%$1.6M$1.4M-$158.0K2026-10-16
Valley Brook Capital Group, Inc.
INCREASED1,3521,325+27+2%$1.5M$1.4M-$89.4K2026-10-26
Hidden Cove Wealth Management, LLC
INCREASED1,3321,321+11+1%$1.5M$1.4M-$106.2K2026-10-19
Mirador Capital Partners LP
DECREASED1,3311,764-433-25%$2.0M$1.4M-$618.6K2026-10-09
Stanich Group LLC
INCREASED1,3291,325+4+0%$1.5M$1.4M-$113.9K2026-10-16
Centerpoint Advisors, LLC
INCREASED1,3271,000+327+33%$1.2M$1.4K-$1.2M2026-11-05
New Covenant Trust Company, N.A.
INCREASED1,3251,014+311+31%$1.2M$1.4M+$240.8K2026-10-08
waypoint wealth counsel
INCREASED1,3241,211+113+9%$1.4M$1.4M+$12.4K2026-10-22
Journey Retirement Planning & Investment Management LLC
INCREASED1,323619+704+114%$714.5K$1.4M+$694.6K2026-10-09
Unify Financial Advisors
DECREASED1,3231,507-184-12%$1.7M$1.4M-$330.4K2026-11-03
Able Wealth Management LLC
INCREASED1,319316+1,003+317%$364.8K$1.4M+$1.0M2026-10-13
Armstrong, Fleming & Moore, Inc
DECREASED1,3171,337-20-1%$1.5M$1.4M-$140.7K2026-10-28
Merited Wealth, LLC
DECREASED1,3121,322-10-1%$1.5M$1.4M-$128.5K2026-10-13
LifeGoal Investments, LLC
DECREASED1,3111,397-86-6%$1.6M$1.4M-$217.3K2026-10-09
Roan Capital Partners
INCREASED1,308300+1,008+336%$346.3K$1.4M+$1.0M2026-10-09
Cottage Street Advisors LLC
DECREASED1,2951,464-169-12%$1.7M$1.4M-$310.9K2026-10-19
Elevation Wealth Management LLC
DECREASED1,2911,368-77-6%$1.6M$1.4M-$203.9K2026-11-02
Continuum Wealth Advisors, LLC
DECREASED1,2851,363-78-6%$1.6M$1.4M-$204.7K2026-10-20
Integral Investment Advisors, Inc.
UNCHANGED1,2851,28500%$1.5M$1.4M-$114.6K2026-11-03
NBH Bank
INCREASED1,281579+702+121%$668.3K$1.4M+$696.1K2026-11-05
Abacus Wealth Partners, LLC
DECREASED1,2791,511-232-15%$1.7M$1.4M-$381.9K2026-11-03
AMG National Trust Bank
DECREASED1,2791,373-94-7%$1.6M$1.4M-$222.5K2026-11-05
Perryman Financial Advisory Inc
INCREASED1,270741+529+71%$854.9K$1.4M+$497.4K2026-10-16
Bluesphere Advisors LLC
DECREASED1,2581,269-11-1%$1.5M$1.3M-$125.0K2026-10-19
Rosenberg Matthew Hamilton
INCREASED1,2571,204+53+4%$1.4M$1.3M-$50.9K2026-10-05
Warburton Capital Management, LLC
INCREASED1,2551,139+116+10%$1.3M$1.1M-$240.8K2026-11-06
Planned Solutions, Inc.
DECREASED1,2511,544-293-19%$1.8M$1.3M-$449.8K2026-10-19
Walkner Condon Financial Advisors LLC
INCREASED1,2491,055+194+18%$1.2M$1.3M+$112.3K2026-11-02
Outlook Wealth Advisors, LLC
DECREASED1,2471,278-31-2%$1.5M$1.3M-$148.1K2026-10-28
Warwick Investment Management, Inc.
DECREASED1,2442,214-970-44%$2.6M$1.3M-$1.2M2026-10-19
Portus Wealth Advisors, LLC
INCREASED1,2441,229+15+1%$1.4M$1.3M-$93.8K2026-10-13
WealthPLAN Partners, LLC
INCREASED1,2431,101+142+13%$1.3M$1.3M+$53.1K2026-10-15
Baron Wealth Management LLC
DECREASED1,2381,541-303-20%$1.8M$1.3M-$460.2K2026-10-27
Essex Bank
INCREASED1,2381,124+114+10%$1.3M$1.3M+$21.2K2026-10-16
Manuka Financial, LLC
UNCHANGED1,2371,23700%$1.4M$1.3M-$110.3K2026-10-16
Winthrop Advisory Group LLC
INCREASED1,2331,202+31+3%$1.4M$1.3M-$74.2K2026-10-22
American State Bank (Iowa)
INCREASED1,2271,222+5+0%$1.4M$1.3M-$103.7K2026-11-03
Ledyard National Bank
DECREASED1,2241,493-269-18%$1.7M$1.3M-$419.7K2026-10-21
Capstone Wealth Management, LLC
INCREASED1,2231,198+25+2%$1.4M$1.3M-$80.2K2026-11-02
Ejmk Ventures LLC
INCREASED1,2211,212+9+1%$1.4M$1.3M-$98.5K2026-10-21
Independent Wealth Network Inc.
INCREASED1,218824+394+48%$950.8K$1.3M+$346.1K2026-10-19
Maple Capital Management, Inc.
INCREASED1,2161,205+11+1%$1.4M$1.3M-$95.8K2026-11-02
Able Financial Group, LLC
DECREASED1,2132,272-1,059-47%$2.6M$1.3M-$1.3M2026-10-14
Motive Wealth Advisors
INCREASED1,2131,152+61+5%$1.3M$1.3M-$37.8K2026-10-26
Financial Council, LLC
UNCHANGED1,2111,21100%$1.4M$1.3M-$108.0K2026-11-02
Q3 Asset Management
NEW1,199—+1,199——$1.3K—2026-11-06
Investment Research Partners LLC
DECREASED1,1961,296-100-8%$1.5M$1.3M-$222.1K2026-10-19
Cove Private Wealth, LLC
INCREASED1,1961,180+16+1%$1.4M$1.3M-$88.2K2026-10-28
Ariadne Wealth Management, LP
DECREASED1,1941,287-93-7%$1.5M$1.3M-$213.6K2026-11-06
Atala Financial Inc
UNCHANGED1,1901,19000%$1.4M$1.3M-$106.1K2026-10-22
ROI Financial Advisors, LLC
INCREASED1,187953+234+25%$1.1M$1.3M+$164.3K2026-10-19
Novem Group
INCREASED1,1811,110+71+6%$1.3M$1.3M-$23.5K2026-10-19
Hickory Point Bank & Trust
INCREASED1,180200+980+490%$230.9K$1.3M+$1.0M2026-10-01
RIA Advisory Group LLC
INCREASED1,180882+298+34%$1.0M$1.3M+$238.9K2026-10-15
Hunter Associates Investment Management LLC
DECREASED1,1791,229-50-4%$1.4M$1.3K-$1.4M2026-10-26
New England Research & Management, Inc.
NEW1,175—+1,175——$1.3M—2026-10-16
Latitude Advisors, LLC
DECREASED1,1741,474-300-20%$1.7M$1.3M-$450.9K2026-10-27
Machina Capital S.A.S.
DECREASED1,1704,239-3,069-72%$4.9M$1.2M-$3.6M2026-11-05
Sanders Morris Harris LLC
INCREASED1,170270+900+333%$311.7K$1.3M+$939.2K2026-10-14
Nova Financial LLC
NEW1,169—+1,169——$1.2M—2026-11-04
Collective Family Office LLC
DECREASED1,1671,255-88-7%$1.4M$1.2M-$205.7K2026-10-05
Wedge Capital Management L L P
DECREASED1,1661,709-543-32%$2.0M$1.2M-$730.8K2026-10-13
August Group Capital Ltd
INCREASED1,1631,099+64+6%$1.3M$1.2M-$29.8K2026-10-14
Telos Capital Management, Inc.
INCREASED1,1531,142+11+1%$1.3M$1.2M-$90.1K2026-11-02
1834 Investment Advisors Co
UNCHANGED1,1521,15200%$1.3M$1.2M-$102.7K2026-10-16
Steel Grove Capital Advisors, LLC
NEW1,151—+1,151——$1.2M—2026-10-13
United Community Bank
DECREASED1,1511,279-128-10%$1.5M$1.2M-$250.4K2026-10-28
Northstar Asset Management Co
UNCHANGED1,1501,15000%$1.1M$1.1M-$8.4K2026-10-22
Pathway Financial Advisers, LLC
NEW1,148—+1,148——$1.2M—2026-10-27
Optimist Retirement Group LLC
UNCHANGED1,1481,14800%$1.3M$1.2M-$102.4K2026-10-30
SLT Holdings LLC
NEW1,147—+1,147——$1.2M—2026-10-15
Archer Investment Corp
DECREASED1,1471,304-157-12%$1.5M$1.2M-$283.9K2026-11-05
Patten Group, Inc.
DECREASED1,1431,586-443-28%$1.8M$1.2M-$613.3K2026-10-26
Key Client Fiduciary Advisors, LLC
INCREASED1,140986+154+16%$1.1M$1.2M+$75.2K2026-10-19
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED1,136698+438+63%$805.7K$1.2M+$404.3K2026-10-13
WJ Wealth Management, LLC
INCREASED1,1331,125+8+1%$1.3M$1.2M-$91.8K2026-11-03
Anderson Hoagland & Co
INCREASED1,126394+732+186%$454.8K$964.8K+$510.0K2026-10-23
ProCore Advisors, LLC
INCREASED1,1261,002+124+12%$1.2M$1.2M+$42.2K2026-10-14
Phoenix Wealth Advisors
UNCHANGED1,1251,12500%$1.3M$1.2M-$100.3K2026-11-03
BankChampaign, National Association
DECREASED1,1221,157-35-3%$1.3M$1.2M-$140.5K2026-10-19
Crystal Cove Asset Management, LLC
NEW1,118—+1,118——$1.2M—2026-11-06
Advisortrust Partners, LLC
INCREASED1,117948+169+18%$1.1M$1.2M+$95.5K2026-11-02
Virtue Asset Management LLC
INCREASED1,1151,090+25+2%$1.3M$1.2M-$71.3K2026-10-21
Box Hill Private Wealth LLC
DECREASED1,1141,126-12-1%$1.3M$1.2M-$113.0K2026-10-05
Fulton Breakefield Broenniman LLC
INCREASED1,1131,096+17+2%$1.3M$1.2M-$79.6K2026-11-03
Garrison Bradford & Associates Inc
NEW1,111—+1,111——$1.2M—2026-10-27
Affinity Capital Advisors, LLC
DECREASED1,1051,612-507-31%$1.6M$1.1M-$450.4K2026-10-13
Guardian Asset Advisors, LLC
DECREASED1,1041,168-64-5%$1.3M$1.2M-$172.2K2026-10-16
Compass Wealth Management, LLC
UNCHANGED1,1041,10400%$1.3M$1.2M-$98.5K2026-10-30
Clifford Swan Investment Counsel LLC
DECREASED1,1031,133-30-3%$1.3M$1.2M-$132.9K2026-11-05
Pinkerton Wealth, LLC
NEW1,099—+1,099——$1.2M—2026-10-29
TrueWealth Advisors, LLC
DECREASED1,0981,310-212-16%$1.5M$1.2M-$342.5K2026-10-09
BridgePort Financial Solutions, LLC
DECREASED1,0931,368-275-20%$1.6M$1.2M-$414.9K2026-11-02
Cerro Pacific Wealth Advisors LLC
NEW1,089—+1,089——$1.2M—2026-10-22
Quad-Cities Investment Group, LLC
INCREASED1,088179+909+508%$207.2K$1.2M+$952.2K2026-10-16
Burns J W & Co Inc
INCREASED1,088646+442+68%$745.7K$1.2M+$413.2K2026-10-20
Ascentis Wealth Management, LLC
INCREASED1,087232+855+369%$267.8K$1.2M+$890.3K2026-11-03
Connecticut Wealth Management, LLC
INCREASED1,086785+301+38%$906.2K$1.2M+$250.1K2026-10-13
Verde Capital Management
INCREASED1,0811,029+52+5%$1.2M$1.2M-$36.4K2026-10-28
Covestor Ltd
INCREASED1,076879+197+22%$1.0M$1.1K-$1.0M2026-10-30
Connecticut Capital Management Group, LLC
INCREASED1,0761,003+73+7%$1.2M$1.1M-$11.7K2026-10-29
Lecap Asset Management LTD
NEW1,074—+1,074——$1.1M—2026-10-27
Prodigy Asset Management LLC
UNCHANGED1,0741,07400%$1.2M$1.1M-$95.8K2026-10-28
Financial Consulate, Inc
INCREASED1,0721,045+27+3%$1.2M$1.1M-$64.4K2026-10-23
DeDora Capital, Inc.
INCREASED1,0681,051+17+2%$1.2M$1.1M-$75.6K2026-10-26
Juncture Wealth Strategies, LLC
DECREASED1,0671,157-90-8%$1.3M$1.1M-$198.8K2026-10-06
Signature Wealth Management Partners, LLC
INCREASED1,0661,048+18+2%$1.2M$1.1M-$74.3K2026-10-21
Forvis Mazars Wealth Advisors, LLC
DECREASED1,0651,189-124-10%$1.4M$1.1M-$238.1K2026-10-13
CapWealth Advisors, LLC
INCREASED1,0651,045+20+2%$1.2M$1.1M-$71.9K2026-10-05
Hill Island Financial LLC
INCREASED1,0651,062+3+0%$1.2M$1.1M-$91.5K2026-10-20
Riverbend Wealth Management, LLC
INCREASED1,064718+346+48%$828.8K$1.1M+$304.6K2026-10-15
Advisory Advocates, LLC
DECREASED1,0621,201-139-12%$1.4M$1.1M-$255.2K2026-11-05
Brady Martz Wealth Solutions, LLC
INCREASED1,060949+111+12%$1.1M$1.1M+$33.6K2026-11-05
Elser Financial Planning, Inc
INCREASED1,0521,023+29+3%$1.2M$1.1M-$60.3K2026-10-16
Fiduciary Family Office, LLC
INCREASED1,051943+108+11%$1.1M$1.1M+$30.7K2026-11-04
Marin Bay Wealth Advisors, LLC
DECREASED1,0481,299-251-19%$1.5M$1.1M-$383.2K2026-10-28
Albion Financial Group
INCREASED1,0481,022+26+3%$1.2M$1.1M-$63.0K2026-10-21
Wealth Analytics Partners, LLC
INCREASED1,047935+112+12%$919.2K$1.1M+$196.0K2026-10-19
Kuhn & Co Investment Counsel
INCREASED1,0451,031+14+1%$1.2M$1.1M-$77.0K2026-10-29
Avail Investment Partners, LLC
DECREASED1,0421,177-135-11%$1.4M$1.1M-$248.8K2026-10-16
TSG Advice Partners, LLC
NEW1,040—+1,040——$1.2M—2026-10-29
Ipswich Investment Management Co., Inc.
DECREASED1,0401,665-625-38%$1.9M$1.1M-$814.2K2026-10-13
Owl Creek Wealth Partners LLC
DECREASED1,0391,180-141-12%$1.4M$1.1M-$255.4K2026-10-20
Eagle Bay Advisors LLC
INCREASED1,038908+130+14%$1.0M$1.1M+$57.5K2026-10-16
Private Wealth Partners, LLC
DECREASED1,0381,074-36-3%$1.2M$1.1M-$134.1K2026-10-22
Crown Wealth Group, LLC
INCREASED1,037962+75+8%$1.1M$1.1M-$5.9K2026-10-19
Bluedoor Private Wealth, LLC
DECREASED1,0341,042-8-1%$1.2M$1.1M-$101.5K2026-11-05
ERn Financial, LLC
INCREASED1,032925+107+12%$1.1M$1.1M+$31.5K2026-10-28
Camden National Bank
DECREASED1,0291,135-106-9%$1.3M$1.1M-$214.1K2026-11-02
Willow Creek Capital Management, Inc.
UNCHANGED1,0271,02700%$1.2M$1.2M$02026-10-16
Investment Management Trust, LLC
INCREASED1,025850+175+21%$981.3K$1.1M+$110.7K2026-11-05
Hoxton Planning & Management, LLC
DECREASED1,0241,061-37-3%$1.2M$1.1M-$134.0K2026-10-15
Petros Family Wealth, LLC
INCREASED1,023589+434+74%$679.9K$1.1M+$409.7K2026-10-28
Kaufman Rossin Wealth, LLC
INCREASED1,020774+246+32%$767.3K$1.1M+$318.9K2026-10-19
Fortune 45 LLC
NEW1,018—+1,018——$1.1M—2026-10-14
Bryn Mawr Trust Advisors, LLC
INCREASED1,017810+207+26%$935.0K$1.1M+$148.4K2026-11-04
Warren Street Wealth Advisors, LLC
INCREASED1,015576+439+76%$664.9K$1.1M+$416.2K2026-11-04
Platform Technology Partners
DECREASED1,0111,017-6-1%$1.2M$1.1M-$97.3K2026-11-02
Auxano Advisors, LLC
DECREASED1,0101,026-16-2%$1.2M$1.1M-$109.1K2026-11-06
B&D White Capital Company, LLC
UNCHANGED1,0101,01000%$1.2M$1.1M-$89.9K2026-11-02
WT Wealth Management
INCREASED1,009551+458+83%$636.0K$1.1M+$438.9K2026-10-13
Corepath Wealth Partners LLC
DECREASED1,0071,079-72-7%$1.0M$1.1M+$71.9K2026-10-21
Prosperitas Financial LLC
DECREASED1,0051,021-16-2%$1.2M$1.1M-$108.0K2026-10-28
Old Mission Investment Co LLC
DECREASED1,0031,008-50%$1.2M$1.1M-$95.2K2026-10-22
Horst & Graben Wealth Management LLC
INCREASED1,001875+126+14%$903.5K$1.1M+$163.0K2026-11-02
Titiun Yejiel
DECREASED1,0004,283-3,283-77%$4.9M$1.1M-$3.9M2026-11-06
Texas Bank & Trust Co
DECREASED1,0002,890-1,890-65%$3.3M$1.1M-$2.3M2026-11-04
MBM Wealth Consultants, LLC
DECREASED1,0001,012-12-1%$1.2M$1.1M-$103.0K2026-10-20
Convergence Financial, LLC
DECREASED9997,697-6,698-87%$8.9M$1.1M-$7.8M2026-10-27
Jackson Creek Investment Advisors LLC
DECREASED9971,033-36-3%$850$1.1K+$2122026-11-04
West Paces Advisors Inc.
INCREASED996894+102+11%$1.0M$1.1M+$28.9K2026-10-13
Heritage Wealth Management, Inc.
DECREASED9961,025-29-3%$1.2M$1.1M-$122.3K2026-10-27
Alhambra Investment Management LLC
DECREASED9961,004-8-1%$1.2M$1.1M-$98.1K2026-10-15
Weaver Consulting Group
INCREASED994914+80+9%$1.1M$1.1M+$3.9K2026-10-07
Triton Wealth Management, Pllc
INCREASED990928+62+7%$880.6K$842.6K-$38.0K2026-11-04
GR Financial Group, LLC
DECREASED9901,015-25-2%$1.2M$1.1M-$117.0K2026-10-27
Mattern Wealth Management LLC
INCREASED990975+15+2%$1.1M$1.1M-$71.0K2026-11-04
Palisade Asset Management, LLC
DECREASED9891,019-30-3%$1.2M$1.1M-$122.8K2026-11-03
Seamount Financial Group Inc
UNCHANGED98798700%$1.1M$1.1M-$88.0K2026-10-21
J. L. Bainbridge & Co., Inc.
DECREASED985990-5-1%$1.1M$1.0M-$93.6K2026-10-20
Weatherly Asset Management L. P.
UNCHANGED98198100%$1.1M$1.0M-$87.5K2026-10-20
Shah Wealth Advisors, LLC
NEW980—+980——$1.0M—2026-11-06
Piedmont Capital Management, LLC
DECREASED9801,172-192-16%$1.4M$1.0M-$309.0K2026-10-21
Phillips Financial Management, LLC
INCREASED979965+14+1%$1.1M$1.0M-$71.1K2026-10-19
Thrive Wealth Management, LLC
INCREASED978706+272+39%$815.4K$1.0M+$226.6K2026-10-13
Schuylkill Financial LLC
NEW977—+977——$1.0M—2026-10-21
University of Texas S AM Investment Management Co
INCREASED976729+247+34%$841.5K$1.0M+$198.1K2026-11-03
Cherrydale Wealth Management, LLC
INCREASED973972+1+0%$1.1M$1.0M-$85.6K2026-10-20
CFS Investment Advisory Services, LLC
DECREASED970971-10%$947.3K$1.0M+$66.9K2026-10-19
BXM Wealth LLC
INCREASED968460+508+110%$531.0K$1.0M+$500.1K2026-11-03
Horizon Wealth Management, LLC
INCREASED967937+30+3%$1.1M$1.0M-$51.6K2026-11-02
Southern Michigan Bank & Trust
INCREASED966884+82+9%$1.0M$1.0M+$8.5K2026-10-19
LaFleur & Godfrey LLC
UNCHANGED96496400%$1.1M$1.0M-$86.0K2026-10-27
Silver Grove Financial Group, Inc.
DECREASED962992-30-3%$1.1M$1.0M-$120.4K2026-11-05
Crumly & Associates Inc.
INCREASED957701+256+37%$809.2K$1.0M+$210.2K2026-10-07
Sigma Investment Counselors Inc
DECREASED9541,044-90-9%$1.2M$1.0M-$189.0K2026-10-27
Three Magnolias Financial Advisors, LLC
INCREASED952901+51+6%$1.0M$1.0M-$26.0K2026-10-14
Watershed Private Wealth LLC
INCREASED945892+53+6%$1.0M$1.0M-$23.1K2026-10-30
LifeWealth Investments, LLC
NEW939—+939——$999.7K—2026-10-21
Leslie Global Wealth, LLC
DECREASED939951-12-1%$1.1M$1.0M-$97.6K2026-10-26
Carter Financial Group, Inc.
INCREASED933837+96+11%$966.1K$993.8K+$27.6K2026-10-21
Opal Wealth Advisors, LLC
INCREASED932443+489+110%$511.8K$993.1K+$481.3K2026-10-16
TCI Wealth Advisors, Inc.
INCREASED930810+120+15%$935.1K$990.6K+$55.5K2026-10-30
Greenwood Gearhart LLC
DECREASED929930-10%$1.1M$989.5K-$84.0K2026-11-02
Kendall Capital Management
NEW926—+926——$986.3K—2026-10-23
Harbor Capital Advisors, Inc.
INCREASED926184+742+403%$212.0K$986-$211.0K2026-10-22
Markowski Investments
INCREASED925706+219+31%$814.9K$985.3K+$170.4K2026-10-30
Lake Hills Wealth Management, LLC
INCREASED925792+133+17%$914.2K$985.2K+$71.0K2026-10-07
Mine & Arao Wealth Creation & Management, Llc.
UNCHANGED92592500%$1.1M$985.2K-$82.5K2026-10-29
Wealth Science Advisors LLC
DECREASED924956-32-3%$1.1M$984.2K-$119.3K2026-10-09
Jefferies Financial Group Inc.
INCREASED923593+330+56%$684.5K$983.1K+$298.6K2026-11-05
Prosperity Advisers, LLC
INCREASED922514+408+79%$593.3K$982.0K+$388.7K2026-10-28
R2 Capital Strategies, LLC
DECREASED922955-33-3%$1.1M$982.0K-$120.3K2026-10-15
Beacon Bank & Trust
INCREASED918832+86+10%$960.4K$977.8K+$17.4K2026-10-27
Astra Wealth Partners LLC
INCREASED917724+193+27%$835.7K$977.0K+$141.3K2026-11-06
Aletheian Wealth Advisors LLC
INCREASED914900+14+2%$1.0M$973.5K-$65.4K2026-10-08
Hengehold Capital Management LLC
INCREASED911443+468+106%$511.4K$970.3K+$459.0K2026-10-16
Cullinan Associates Inc
INCREASED908800+108+14%$923.4K$967.1K+$43.7K2026-11-03
Mascagni Wealth Management, Inc.
INCREASED904536+368+69%$618.6K$962.8K+$344.2K2026-10-23
Quantum Private Wealth, LLC
INCREASED900606+294+49%$699.5K$958.6K+$259.1K2026-10-20
Corundum Group, Inc.
DECREASED9001,038-138-13%$1.2M$958.6K-$239.6K2026-10-28
Formidable Asset Management, LLC
DECREASED8991,443-544-38%$487.5K$1.0M+$550.2K2026-11-03
Unique Wealth, LLC
DECREASED899900-10%$1.0M$957.5K-$81.3K2026-10-16
Wetzel Investment Advisors, Inc.
INCREASED894867+27+3%$1.0M$952.2K-$48.6K2026-10-13
Mainsail Asset Management, LLC
DECREASED8931,154-261-23%$979.7K$933.7K-$46.0K2026-10-14
Stevens Capital Partners
INCREASED893694+199+29%$800.6K$950.7K+$150.2K2026-10-29
Tenzing Financial LLC
DECREASED882908-26-3%$894.3K$798.3K-$96.0K2026-11-03
Luts & Greenleigh Group, Inc.
DECREASED880939-59-6%$1.1M$937.2K-$146.6K2026-11-05
Barings LLC
DECREASED8792,565-1,686-66%$3.0M$936.2K-$2.0M2026-10-22
Epiq Partners, LLC
UNCHANGED87887800%$1.0M$935.2K-$78.3K2026-10-07
Bigelow Investment Advisors, LLC
INCREASED877793+84+11%$915.4K$934.1K+$18.7K2026-10-13
Pacific Capital Wealth Advisors, Inc.
INCREASED872224+648+289%$258.6K$928.8K+$670.2K2026-10-22
Hoge Financial Services, LLC
INCREASED872440+432+98%$507.9K$928.8K+$420.9K2026-11-05
Crusonia Wealth Advisors LLC
DECREASED8721,018-146-14%$1.2M$928.8K-$246.3K2026-10-26
WBI Investments, LLC
DECREASED8701,285-415-32%$1.5M$926.3K-$557.4K2026-11-05
Richmond Investment Services, LLC
INCREASED869573+296+52%$661.5K$925.7K+$264.2K2026-10-29
DLK Investment Management, LLC
NEW867—+867——$922.9K—2026-10-09
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED8672,237-1,370-61%$2.6M$923.4K-$1.7M2026-10-14
Wilmington Savings Fund Society, FSB
INCREASED866851+15+2%$982.3K$922.4K-$59.9K2026-10-23
Oakwell Private Wealth Management, LLC
INCREASED865218+647+297%$251.9K$921.5K+$669.7K2026-11-06
Farmers & Merchants Investments Inc
INCREASED865790+75+9%$911.9K$921.3K+$9.4K2026-10-22
Unified Investment Management
DECREASED865915-50-5%$1.1M$921.3K-$134.9K2026-10-14
Lazari Capital Management, Inc.
DECREASED861876-15-2%$1.0M$917.2K-$94.1K2026-10-20
YHB Investment Advisors, Inc.
DECREASED8591,670-811-49%$1.9M$914.9K-$1.0M2026-10-08
Atlas Private Wealth Advisors
UNCHANGED85985900%$991.2K$914.8K-$76.4K2026-10-23
Mach-1 Financial Group, LLC
DECREASED8541,316-462-35%$1.5M$909.6K-$609.4K2026-11-06
True Wealth Design, LLC
DECREASED853957-104-11%$1.1M$908.5K-$196.1K2026-10-13
Tred Avon Family Wealth, LLC
DECREASED853898-45-5%$1.0M$908.5K-$128.0K2026-10-20
Garrett Wealth Advisory Group, LLC
INCREASED853821+32+4%$947.8K$908.7K-$39.1K2026-10-22
Northern Capital Management, Inc.
INCREASED853852+1+0%$984.0K$908.1K-$75.9K2026-11-05
DecisionPoint Financial, LLC
INCREASED84726+821+3158%$26.8K$929.5K+$902.7K2026-10-27
One Day In July LLC
INCREASED844275+569+207%$317.4K$899.0K+$581.5K2026-10-30
First Horizon Corp
INCREASED844834+10+1%$962.7K$899.0K-$63.7K2026-10-26
Neville Rodie & Shaw Inc
UNCHANGED84084000%$969$894-$752026-10-05
One Wealth Capital Management, LLC
INCREASED839642+197+31%$741.1K$893.6K+$152.6K2026-10-23
WPG Advisers, LLC
INCREASED838782+56+7%$902.7K$892.6K-$10.1K2026-10-27
Torrey Growth & Income Advisors
INCREASED838837+1+0%$971.3K$896.7K-$74.7K2026-11-04
Milestone Asset Management Group, LLC
INCREASED837836+1+0%$965.5K$891.1K-$74.5K2026-10-20
Unique Wealth Strategies, LLC
UNCHANGED83683600%$965.0K$965.0K$02026-10-13
Philadelphia Trust Co
DECREASED8351,535-700-46%$1.8M$889-$1.8M2026-11-05
NTV Asset Management LLC
DECREASED835865-30-3%$998.5K$889.4K-$109.1K2026-10-23
Alchemi Wealth, LLC
DECREASED8331,075-242-23%$1.2M$888.1K-$353.7K2026-11-04
Cogent Private Wealth, Inc.
DECREASED831908-77-8%$1.0M$885.1K-$163.0K2026-11-06
XY Planning Network, Inc.
INCREASED828592+236+40%$683.3K$881.9K+$198.6K2026-10-14
Avion Wealth
INCREASED827822+5+1%$948.0K$880-$947.1K2026-11-04
KFG Wealth Management, LLC
NEW826—+826——$879.9K—2026-10-16
Howland Capital Management LLC
DECREASED8251,179-354-30%$1.4M$878.7K-$482.2K2026-10-22
Blodgett Wealth Advisors, LLC
INCREASED819774+45+6%$893.4K$872.3K-$21.1K2026-10-23
Fjell Capital, LLC
INCREASED817810+7+1%$935.0K$870.2K-$64.8K2026-10-13
Matrix Trust Co
DECREASED816834-18-2%$963$869-$942026-10-07
Lauer Wealth, LLC
DECREASED8151,175-360-31%$1.2M$844.2K-$311.0K2026-10-13
Curran Financial Partners, LLC
INCREASED815813+2+0%$938.5K$868.1K-$70.4K2026-11-04
Purus Wealth Management, LLC
INCREASED814803+11+1%$927.0K$867.0K-$60.0K2026-10-15
First Growth Capital LLC
DECREASED810837-27-3%$965.6K$862.3K-$103.4K2026-10-15
Zinnia Wealth Advisory, LLC
DECREASED809835-26-3%$963.8K$861.7K-$102.2K2026-11-06
Warner Financial, Inc
UNCHANGED80780700%$931.5K$859.5K-$72.0K2026-11-06
Plimoth Trust Co LLC
NEW806—+806——$858.5K—2026-10-26
Integrity Wealth Advisors, Inc.
NEW802—+802——$854.2K—2026-10-29
Willner & Heller, LLC
INCREASED798788+10+1%$909.9K$850.4K-$59.5K2026-10-28
Elm3 Financial Group, LLC
NEW796—+796——$847.8K—2026-10-07
DecisionMap Wealth Management, LLC
INCREASED795732+63+9%$844.9K$846.8K+$1.8K2026-10-29
William John Sempolinski
DECREASED795830-35-4%$958.1K$846.8K-$111.3K2026-10-20
Thompson Davis & Co., Inc.
DECREASED794923-129-14%$1.1M$845.8K-$217.9K2026-11-05
BlueSky Wealth Advisors, LLC
DECREASED793846-53-6%$976.5K$844.6K-$131.9K2026-10-29
Challenger Wealth Management
INCREASED787777+10+1%$896.5K$837.9K-$58.6K2026-10-30
GSG Advisors LLC
INCREASED786734+52+7%$847.2K$837.2K-$10.1K2026-11-03
Focused Alpha, LLC
DECREASED7851,362-577-42%$1.6M$835.8K-$736.0K2026-10-20
Global Financial Private Client, LLC
INCREASED784725+59+8%$836.9K$835.1K-$1.8K2026-10-15
Split Creek LLC DBA Split Creek Capital LLC
DECREASED783894-111-12%$1.0M$834.0K-$198.0K2026-11-02
Waldron Private Wealth LLC
INCREASED778651+127+20%$751.4K$828.7K+$77.2K2026-11-02
Caldwell Trust Co
INCREASED777680+97+14%$784.9K$827.6K+$42.7K2026-10-30
Schneider Downs Wealth Management Advisors, LP
INCREASED775452+323+71%$521.7K$825.5K+$303.8K2026-10-27
bLong Financial, LLC
INCREASED775700+75+11%$808.0K$825.5K+$17.5K2026-10-29
Essex LLC
INCREASED774409+365+89%$472.0K$824.3K+$352.3K2026-10-14
Retirement Guys Formula LLC
INCREASED773765+8+1%$883.0K$823.3K-$59.7K2026-10-26
Brown Wealth Management, LLC
INCREASED772576+196+34%$664.9K$822.3K+$157.4K2026-10-20
SevenBridge Financial Group, LLC
DECREASED7681,245-477-38%$1.1M$688.2K-$404.4K2026-10-26
Nikulski Financial, Inc.
DECREASED767827-60-7%$954.6K$816.9K-$137.7K2026-11-06
Lord & Richards Wealth Management, LLC
NEW765—+765——$814.8K—2026-10-14
Core Wealth Partners LLC
INCREASED764606+158+26%$699.5K$813.7K+$114.2K2026-11-02
Peachtree Investment Partners, LLC
DECREASED7621,083-321-30%$1.3M$811.6K-$438.5K2026-11-05
Physician Wealth Advisors, Inc.
INCREASED762750+12+2%$865.2K$811.6K-$53.6K2026-10-20
Saxony Capital Management, LLC
DECREASED760786-26-3%$907.3K$809.5K-$97.8K2026-10-15
Boltwood Capital Management
INCREASED759455+304+67%$525.2K$808.4K+$283.2K2026-10-02
ETF Store, Inc.
DECREASED758785-27-3%$906.3K$807.0K-$99.2K2026-10-19
Fulcrum Equity Management
INCREASED757521+236+45%$601.4K$806.3K+$204.9K2026-10-21
Advus Financial Partners, LLC
INCREASED757756+1+0%$872.2K$806.3K-$65.9K2026-10-20
Western Pacific Wealth Management, LP
INCREASED754150+604+403%$173.1K$803.0K+$629.9K2026-10-16
Stone House Investment Management, LLC
INCREASED754395+359+91%$455.9K$803.1K+$347.1K2026-10-23
Meriwether Wealth & Planning, LLC
DECREASED754757-30%$873.8K$803.1K-$70.7K2026-10-13
Hamilton Point Investment Advisors, LLC
INCREASED753748+5+1%$863.4K$802.0K-$61.4K2026-11-03
Snider Financial Group
UNCHANGED75375300%$869.1K$801.9K-$67.1K2026-10-16
Pacific Park Financial, Inc.
DECREASED750796-46-6%$918.8K$798.8K-$120.0K2026-10-13
Trifecta Capital Advisors, LLC
INCREASED748658+90+14%$759.5K$796.7K+$37.2K2026-10-21
Valley National Advisers Inc
DECREASED748755-7-1%$871.3K$796.5K-$74.8K2026-10-23
Creekside Partners
DECREASED747957-210-22%$1.1M$795.7K-$309.0K2026-11-04
Alliance Wealth Advisors, LLC
INCREASED745548+197+36%$632.6K$793.5K+$161.0K2026-10-28
Gibson Wealth Advisors LLC
UNCHANGED74474400%$859.0K$792.8K-$66.2K2026-10-20
William Mack & Associates, Inc.
INCREASED743675+68+10%$779.5K$791.7K+$12.2K2026-10-27
Embree Financial Group
INCREASED742704+38+5%$813.1K$790.8K-$22.3K2026-10-22
Tilia Fiduciary Partners, Inc.
INCREASED741230+511+222%$265.4K$789.2K+$523.8K2026-10-09
Compass Ion Advisors, LLC
INCREASED741727+14+2%$839.2K$789.2K-$49.9K2026-10-23
Leuthold Group, LLC
INCREASED741740+1+0%$854.2K$789.2K-$64.9K2026-11-04
David J Yvars Group
UNCHANGED74074000%$854.2K$788.2K-$66.0K2026-10-09
MinichMacGregor Wealth Management, LLC
DECREASED7371,076-339-32%$1.2M$785.2K-$456.9K2026-10-14
Spinnaker Investment Group, LLC
DECREASED736752-16-2%$868.0K$783.9K-$84.1K2026-10-13
Tributary Capital Management, LLC
NEW735—+735——$782.9K—2026-10-28
Richard P Slaughter Associates Inc
INCREASED732220+512+233%$253.9K$779.7K+$525.7K2026-10-13
Peak Financial Management, Inc.
DECREASED731801-70-9%$925.2K$779.2K-$146.0K2026-10-16
Meadowbrook Wealth Management, LLC
INCREASED730462+268+58%$476.9K$777.5K+$300.6K2026-10-08
Foundry Financial LLC
NEW729—+729——$776.4K—2026-10-16
World Equity Group, Inc.
DECREASED7291,134-405-36%$1.3M$776.5K-$532.5K2026-10-14
Melfa Wealth Management, Inc.
DECREASED726765-39-5%$883.0K$773.3K-$109.8K2026-11-06
Kavar Capital Partners Group, LLC
INCREASED724694+30+4%$801.1K$771.1K-$29.9K2026-11-06
Channel Wealth LLC
INCREASED721629+92+15%$726.0K$767.9K+$41.9K2026-11-06
Urban Wealth Management, LLC
INCREASED719648+71+11%$747.5K$765.8K+$18.3K2026-10-21
jvl associates llc
INCREASED718690+28+4%$796.5K$764.8K-$31.7K2026-10-09
RAM Investment Partners, LLC
INCREASED717696+21+3%$803.5K$763.8K-$39.7K2026-10-21
Brooklyn FI, LLC
NEW713—+713——$567.0K—2026-11-05
Hardy Reed LLC
INCREASED713625+88+14%$721.4K$759.4K+$38.0K2026-11-06
Coquina Private Wealth LLC
INCREASED713650+63+10%$750.3K$759.4K+$9.1K2026-10-27
Summit Investment Advisors, Inc.\KS
UNCHANGED71271200%$822.0K$758.5K-$63.5K2026-11-05
Gilman Hill Asset Management, LLC
INCREASED711536+175+33%$618.7K$757.3K+$138.6K2026-10-13
Moody Lynn Lieberson & Walker, LLC
DECREASED707977-270-28%$1.1M$753.0K-$374.7K2026-10-14
Cora Capital Advisors LLC
DECREASED707743-36-5%$857.1K$752.6K-$104.5K2026-11-02
Calder Financial LLC
DECREASED7061,139-433-38%$1.3M$752.2K-$562.9K2026-10-13
Deseret Mutual Benefit Administrators
DECREASED7041,302-598-46%$1.5M$749.8K-$753.0K2026-11-04
LongView Wealth Management
DECREASED704842-138-16%$972.0K$750.0K-$222.1K2026-10-19
Kingstone Capital Partners Texas, LLC
NEW701—+701——$746.8K—2026-11-03
Nolet Wealth Management, LLC
INCREASED701688+13+2%$793.7K$746.3K-$47.5K2026-10-15
Mechanics Financial Corp
NEW700—+700——$745.6K—2026-11-05
Hobart Private Capital, LLC
INCREASED700544+156+29%$627.9K$745.6K+$117.6K2026-10-19
Benin Management Corp
DECREASED700800-100-12%$923.4K$745.6K-$177.9K2026-10-22
Oceanside Advisors LLC
UNCHANGED70070000%$808.0K$745.6K-$62.4K2026-11-03
Flagship Wealth Advisors, LLC
INCREASED695515+180+35%$594.5K$740.3K+$145.8K2026-11-03
Luminvest Wealth Management LLC
DECREASED694773-79-10%$892.3K$739.2K-$153.1K2026-10-14
Prentice Wealth Management LLC
INCREASED693584+109+19%$674.3K$738.3K+$64.0K2026-10-20
Syntegra Private Wealth Group, LLC
INCREASED692510+182+36%$588.7K$737.4K+$148.7K2026-10-13
KG Capital Management
DECREASED690887-197-22%$1.0M$735.3K-$289.0K2026-10-15
Market Street Wealth Management Advisors LLC
INCREASED690518+172+33%$597.9K$734.9K+$137.0K2026-10-09
Arrien Investments, Inc.
DECREASED689761-72-9%$878.4K$733.9K-$144.6K2026-10-30
Values Added Financial LLC
INCREASED689682+7+1%$787.2K$733.9K-$53.4K2026-10-28
Acorn Wealth Advisors, LLC
INCREASED687480+207+43%$554.4K$731.3K+$176.9K2026-10-19
Smith Chas P & Associates PA Cpas
DECREASED687744-57-8%$858.2K$603.3K-$254.9K2026-10-22
T3 Companies, LLC
INCREASED683266+417+157%$307.0K$727.5K+$420.4K2026-10-22
Triasima Portfolio Management inc.
DECREASED683703-20-3%$811.5K$727.5K-$84.0K2026-10-15
Willis Investment Counsel
UNCHANGED68068000%$784.9K$724.3K-$60.6K2026-10-20
Gagnon Securities LLC
UNCHANGED67967900%$783.8K$723.2K-$60.6K2026-11-05
Berkshire Money Management, Inc.
NEW677—+677——$721.2K—2026-10-21
Jamison Private Wealth Management, Inc.
DECREASED673718-45-6%$828.4K$716.4K-$112.0K2026-10-14
E6 Portfolios, LLC
DECREASED673674-10%$777.9K$716.7K-$61.2K2026-10-26
Pachira Investments Inc.
INCREASED672286+386+135%$330.6K$715.7K+$385.2K2026-10-14
Jeter Robert S II
INCREASED670633+37+6%$619.9K$638.6K+$18.7K2026-10-16
GenTrust, LLC
INCREASED669539+130+24%$621.8K$712.2K+$90.4K2026-11-06
Affiance Financial, LLC
DECREASED667721-54-7%$832.2K$710.5K-$121.7K2026-10-15
Avid Wealth Partners LLC
DECREASED667697-30-4%$804.5K$710.4K-$94.1K2026-11-03
Michels Family Financial, LLC
INCREASED664578+86+15%$667.5K$707.6K+$40.1K2026-11-02
Carson Advisory Inc.
DECREASED664667-30%$769.7K$707.1K-$62.6K2026-11-06
Stewardship Advisors, LLC
INCREASED663645+18+3%$744.5K$706.2K-$38.3K2026-10-20
Apollon Financial, LLC
INCREASED660553+107+19%$638.3K$703.0K+$64.7K2026-10-23
Artesa Financial Group, LLC
DECREASED658675-17-3%$779.1K$700.9K-$78.3K2026-10-29
BAM Wealth Management, LLC
INCREASED655447+208+47%$515.8K$697.5K+$181.7K2026-10-15
TSA Wealth Managment LLC
INCREASED655627+28+4%$723.7K$697.6K-$26.1K2026-10-22
Regatta Capital Group, LLC
INCREASED653409+244+60%$472.4K$695.2K+$222.8K2026-10-23
Wiser Wealth Management, Inc
INCREASED653601+52+9%$693.7K$695.5K+$1.8K2026-10-14
Sterling Investment Advisors, Ltd.
INCREASED652651+1+0%$752.0K$694.0K-$58.0K2026-10-27
Atwater Malick LLC
INCREASED650647+3+0%$746.8K$692.3K-$54.5K2026-10-15
Barden Capital Management, Inc.
INCREASED650648+2+0%$748.0K$692.3K-$55.7K2026-10-09
Clarus Group, Inc.
UNCHANGED65065000%$750.6K$692.6K-$58.0K2026-10-21
Smith Shellnut Wilson LLC
INCREASED647607+40+7%$700.7K$689.1K-$11.5K2026-10-21
Elmwood Wealth Management, Inc.
INCREASED647643+4+1%$742.2K$689.1K-$53.1K2026-10-14
Pekin Hardy Strauss, Inc.
INCREASED643635+8+1%$733.0K$684.9K-$48.1K2026-11-02
Pegasus Asset Management, Inc.
INCREASED642610+32+5%$704.1K$683.8K-$20.3K2026-11-03
Investment Management Corp
DECREASED632665-33-5%$768.0K$673.6K-$94.4K2026-11-03
Guidance Capital, Inc
DECREASED632645-13-2%$550.7K$526.5K-$24.2K2026-11-03
Eagle Global Advisors LLC
DECREASED631637-6-1%$734.8K$671.6K-$63.2K2026-11-02
Kraft, Davis & Associates, LLC
INCREASED630561+69+12%$523.5K$574.6K+$51.2K2026-10-21
Amplius Wealth Advisors, LLC
INCREASED628262+366+140%$302.4K$668.9K+$366.5K2026-10-20
Kanawha Capital Management LLC
DECREASED627642-15-2%$741.4K$668.2K-$73.3K2026-10-19
Leisure Capital Management
DECREASED622625-30%$721.4K$662.5K-$58.9K2026-11-03
RBA Wealth Management, LLC
NEW621—+621——$661.4K—2026-10-28
Walser Wealth Management Company, A Ltd Liability Co
INCREASED619377+242+64%$434.9K$659.1K+$224.2K2026-10-15
Samalin Investment Counsel, LLC
DECREASED619638-19-3%$736.2K$659.4K-$76.8K2026-10-23
Investmark Advisory Group LLC
INCREASED619615+4+1%$709.6K$660.1K-$49.5K2026-10-27
Sunburst Financial Group, LLC
INCREASED617542+75+14%$625.9K$657.5K+$31.5K2026-10-09
Worth Financial Advisory Group, LLC
INCREASED612446+166+37%$515.3K$652.3K+$137.0K2026-10-19
UMB Private Wealth Management, LLC
NEW608—+608——$647.6K—2026-10-19
James J. Burns & Company, LLC
INCREASED608597+11+2%$689.6K$648.1K-$41.6K2026-10-22
Family Wealth Partners, LLC
DECREASED607860-253-29%$992.7K$646.5K-$346.2K2026-10-20
Share Andrew L.
NEW606—+606——$645.5K—2026-11-06
ARK & TLK Investments, LLC
UNCHANGED60660600%$699.5K$645.5K-$54.0K2026-10-20
Mcdonald Partners LLC
DECREASED6021,087-485-45%$1.3M$641.2K-$613.5K2026-11-03
Sun Group Wealth Partners
INCREASED602494+108+22%$570.2K$641.2K+$71.0K2026-10-26
Altar Rock LLC
DECREASED602603-10%$696.0K$619.5K-$76.6K2026-11-06
Cpwa, LLC
INCREASED600595+5+1%$686.9K$593.6K-$93.3K2026-11-04
Howard Capital Management Group, LLC
UNCHANGED60060000%$692.6K$639.1K-$53.5K2026-10-16
Arta Finance Wealth Management LLC
INCREASED597577+20+3%$665.9K$635.8K-$30.2K2026-10-28
Lodestar Private Asset Management LLC
UNCHANGED59759700%$689.1K$635.9K-$53.2K2026-10-26
Accelerate Investment Advisors LLC
DECREASED594641-47-7%$740.0K$632.8K-$107.2K2026-11-02
Birch Financial Group, LLC
NEW593—+593——$631.3K—2026-10-27
WBH Advisory Inc
UNCHANGED59359300%$683.9K$631.1K-$52.8K2026-11-05
Keudell ison Wealth Management
INCREASED592509+83+16%$587.5K$630.5K+$43.0K2026-10-16
Cornerstone Planning Group LLC
INCREASED591557+34+6%$534.2K$607.9K+$73.7K2026-10-16
Glass Jacobson Investment Advisors llc
DECREASED591607-16-3%$701.2K$629.3K-$71.9K2026-10-26
TMB Capital Partners, LLC
INCREASED591586+5+1%$676.2K$629.4K-$46.8K2026-10-20
Bauman Advisory Group, LLC
DECREASED590632-42-7%$729.6K$627.9K-$101.7K2026-10-29
Arch Global Advisors, LLC
INCREASED589532+57+11%$614.1K$627.4K+$13.3K2026-10-23
Momentous Wealth Management, Inc.
INCREASED589566+23+4%$653.3K$627.4K-$26.0K2026-10-21
Paragon Private Wealth Management, LLC
DECREASED5881,526-938-61%$1.8M$626.6K-$1.1M2026-10-20
Instrumental Wealth, LLC
INCREASED588530+58+11%$612.1K$626.6K+$14.5K2026-10-20
Morton Capital Management LLC
DECREASED586613-27-4%$707.9K$624.5K-$83.4K2026-10-23
Tempus Wealth Planning, LLC
INCREASED585400+185+46%$461.7K$623.1K+$161.4K2026-10-14
Arthur M. Cohen & Associates, LLC
UNCHANGED58458400%$674.1K$622.0K-$52.1K2026-10-26
Bellecapital International Ltd.
NEW583—+583——$621.0K—2026-10-21
Wespac Advisors, LLC
DECREASED5833,304-2,721-82%$3.8M$621.0K-$3.2M2026-10-26
Benchmark Financial Wealth Advisors, LLC
INCREASED581343+238+69%$395.8K$618.7K+$223.0K2026-10-20
Legacy Financial Group, Inc.
INCREASED580357+223+62%$412.1K$617.8K+$205.7K2026-10-21
Adelphi Trust Co
INCREASED578440+138+31%$507.9K$615.6K+$107.7K2026-10-05
Mission Financial Group, LLC
DECREASED576591-15-3%$681.7K$613.9K-$67.8K2026-10-21
Delta Financial Advisors LLC
INCREASED574367+207+56%$423.6K$611.4K+$187.7K2026-10-27
Lantern Wealth Advisors, LLC
INCREASED574439+135+31%$506.7K$611.4K+$104.7K2026-10-22
Nadler Financial Group, Inc.
INCREASED574562+12+2%$649.3K$610.9K-$38.4K2026-10-23
Entrewealth, LLC
INCREASED572443+129+29%$390.5K$609.2K+$218.8K2026-10-14
Madson Wealth Advisors Inc
UNCHANGED57257200%$660.4K$609.5K-$51.0K2026-10-13
LCM Capital Management Inc
DECREASED571849-278-33%$980.0K$608.2K-$371.8K2026-10-20
Agate Pass Investment Management, LLC
NEW570—+570——$607.1K—2026-10-20
Prospect Financial Group LLC
DECREASED570603-33-5%$696.0K$607.1K-$88.9K2026-11-05
Total Clarity Wealth Management, Inc.
DECREASED570584-14-2%$674.1K$607.1K-$67.0K2026-10-26
Grandview Asset Management LLC
INCREASED569565+4+1%$652.4K$606.3K-$46.1K2026-10-19
Vaughan & Co Securities, Inc.
UNCHANGED56956900%$656.8K$606.0K-$50.7K2026-10-23
American Institute for Advanced Investment Management, LLP
UNCHANGED56856800%$655.6K$605.0K-$50.7K2026-11-03
Sierra Ocean, LLC
DECREASED567663-96-14%$765.6K$604.2K-$161.4K2026-11-03
Cross Staff Investments Inc
UNCHANGED56756700%$654.5K$603.9K-$50.6K2026-10-22
Presilium Private Wealth, LLC
INCREASED566542+24+4%$625.4K$602.7K-$22.8K2026-10-26
Financial Planning Navigators Corp
INCREASED565523+42+8%$603.9K$602.0K-$1.9K2026-10-14
Cooper S Advisors, LLC
INCREASED565528+37+7%$609.5K$601.8K-$7.7K2026-11-03
Pacific Excel Wealth Advisors, Inc.
DECREASED5641,529-965-63%$1.8M$590.9K-$1.2M2026-10-27
Financial Management Professionals, Inc.
DECREASED563831-268-32%$959.2K$599.7K-$359.6K2026-10-23
Sightline Wealth Advisors, LLC
INCREASED563376+187+50%$434.0K$599.7K+$165.6K2026-10-21
Matauro, LLC
INCREASED563496+67+14%$572.1K$599.2K+$27.2K2026-11-03
Blue Bell Private Wealth Management, LLC
INCREASED563545+18+3%$629.2K$599.8K-$29.4K2026-10-29
Castleview Partners, LLC
INCREASED561496+65+13%$572.5K$597.5K+$25.0K2026-10-09
ACT Advisors, Llc.
INCREASED560452+108+24%$522.1K$596.8K+$74.7K2026-10-15
Alternative Investment Advisors, Llc.
INCREASED560495+65+13%$572.4K$597.5K+$25.1K2026-11-03
Trueblood Wealth Management, LLC
DECREASED559581-22-4%$670.6K$595.5K-$75.1K2026-10-23
Focused Wealth Management, Inc
DECREASED559565-6-1%$652.3K$594.9K-$57.4K2026-10-30
NBZ Investment Advisors LLC
UNCHANGED55855800%$644.1K$594.3K-$49.8K2026-10-30
Henderson Brothers Financial Partners, LLC
DECREASED556977-421-43%$1.1M$592.2K-$535.5K2026-11-03
KMG Fiduciary Partners, LLC
DECREASED555635-80-13%$732.7K$590.9K-$141.8K2026-10-14
Coyle Financial Counsel LLC
DECREASED555630-75-12%$727.2K$591.1K-$136.1K2026-10-28
626 Financial, LLC
INCREASED555537+18+3%$619.9K$591.1K-$28.7K2026-11-04
Pinnacle Bancorp, Inc.
INCREASED553369+184+50%$425.9K$589.0K+$163.1K2026-10-21
Wellington Shields Capital Management, LLC
DECREASED550924-374-40%$1.1M$585.8K-$480.8K2026-11-03
Wellington Shields & Co., LLC
DECREASED550885-335-38%$1.0M$585.8K-$435.7K2026-11-03
Capital Management Associates
DECREASED550850-300-35%$981.1K$585.8K-$395.3K2026-11-03
McElhenny Sheffield Capital Management, LLC
INCREASED550465+85+18%$536.8K$585.8K+$49.1K2026-11-06
Northeast Investment Management
INCREASED549280+269+96%$323.2K$584.7K+$261.5K2026-10-30
Uptick Partners, LLC
INCREASED549416+133+32%$480.5K$585.1K+$104.6K2026-11-04
Plan Group Financial, LLC
INCREASED548517+31+6%$596.8K$491.1K-$105.7K2026-10-22
Bahl & Gaynor LLC
INCREASED546536+10+2%$618.7K$581.6K-$37.1K2026-11-05
PFC Capital Group, Inc.
NEW545—+545——$580.5K—2026-11-06
Evolution Wealth Management Inc.
DECREASED545669-124-19%$772.1K$580.4K-$191.7K2026-10-28
Rubicon Advisors, GP
INCREASED545479+66+14%$552.9K$580.5K+$27.6K2026-10-23
Aurora Private Wealth, Inc.
INCREASED542235+307+131%$271.0K$577-$270.4K2026-10-20
Precedent Wealth Partners, LLC
INCREASED542469+73+16%$541.4K$576.9K+$35.5K2026-10-21
San Luis Wealth Advisors LLC
INCREASED542476+66+14%$549.8K$577.4K+$27.6K2026-10-27
Cordoba Advisory Partners LLC
INCREASED539424+115+27%$489.2K$574.1K+$84.9K2026-10-19
Single Point Partners, LLC
UNCHANGED53553500%$617.5K$569.8K-$47.7K2026-10-19
Encompass Wealth Advisors, LLC
INCREASED534238+296+124%$274.7K$568.8K+$294.0K2026-10-15
Stirlingshire Investments, Inc.
DECREASED534550-16-3%$634.3K$568.9K-$65.5K2026-11-05
Hilton Head Capital Partners, LLC
INCREASED533482+51+11%$556.4K$567.7K+$11.3K2026-10-23
PW Nova Financial Services LLC
DECREASED533535-20%$617.5K$567.7K-$49.8K2026-10-15
Kings Path Partners LLC
INCREASED530230+300+130%$265.5K$564.5K+$299.0K2026-10-21
Buck Wealth Strategies, LLC
INCREASED52977+452+587%$88.9K$563.4K+$474.6K2026-10-28
Prosperity Financial Group, Inc.
INCREASED529488+41+8%$563.3K$563.4K+$1492026-10-29
Fonville Wealth Management LLC
INCREASED529502+27+5%$579.5K$563.5K-$16.0K2026-10-28
Rinkey Investments
DECREASED529532-3-1%$614.1K$563.4K-$50.6K2026-10-28
Greenup Street Wealth Management LLC
INCREASED528288+240+83%$332.3K$562.9K+$230.6K2026-10-28
Azzad Asset Management Inc
INCREASED528505+23+5%$583.3K$562.2K-$21.1K2026-11-04
Elite Life Management LLC
INCREASED527483+44+9%$431.4K$345.9K-$85.5K2026-11-06
Eurizon SLJ Capital Ltd
DECREASED526987-461-47%$1.1M$560.2K-$579.0K2026-11-06
Bill Few Associates, Inc.
INCREASED525390+135+35%$450.3K$559.3K+$109.0K2026-10-09
Johnson Financial Group, LLC
DECREASED5212,891-2,370-82%$3.3M$554.9K-$2.8M2026-11-03
Salomon & Ludwin, LLC
DECREASED521541-20-4%$558.5K$554.9K-$3.5K2026-10-29
BCS Wealth Management
DECREASED520554-34-6%$639.5K$553.9K-$85.6K2026-11-03
Gainplan LLC
NEW518—+518——$551.7K—2026-10-09
Human Investing LLC
DECREASED518896-378-42%$1.0M$552.2K-$482.5K2026-10-19
21 West Wealth Management LLC
DECREASED516600-84-14%$692.6K$549.6K-$143.0K2026-10-13
Clay Northam Wealth Management, LLC
INCREASED516453+63+14%$522.9K$549.6K+$26.7K2026-10-13
Fortis Group Advisors, LLC
INCREASED515468+47+10%$540.2K$455.3K-$84.9K2026-11-06
Highline Wealth Partners LLC
INCREASED514366+148+40%$423.0K$546.9K+$123.9K2026-10-19
BostonPremier Wealth LLC
INCREASED514470+44+9%$542.5K$547.5K+$5.0K2026-10-16
Hourglass Capital, LLC
NEW510—+510——$543.2K—2026-10-26
McAlister, Sweet & Associates, Inc.
DECREASED5102,081-1,571-75%$2.4M$543.2K-$1.9M2026-10-07
LVM Capital Management LTD
INCREASED510508+2+0%$586$543.2K+$542.6K2026-10-20
Lutz Financial Services LLC
UNCHANGED51051000%$588.7K$543.2K-$45.5K2026-11-06
Nicholas Hoffman & Company, Llc.
DECREASED509543-34-6%$626.8K$542.1K-$84.6K2026-10-30
Asset One Wealth Management LLC
INCREASED508323+185+57%$292.1K$541.1K+$249.0K2026-11-02
TruNorth Capital Management, LLC
INCREASED508357+151+42%$412.1K$541.1K+$129.0K2026-10-14
McLean Asset Management Corp
DECREASED508531-23-4%$437.0K$333.4K-$103.6K2026-11-06
Veery Capital, LLC
DECREASED508509-10%$587.5K$541.1K-$46.5K2026-10-07
Genesee Capital Advisors, LLC
UNCHANGED50550500%$582.6K$537.7K-$44.9K2026-10-20
Asset Planning,Inc
INCREASED502442+60+14%$510.1K$534.7K+$24.6K2026-10-26
Pilgrim Partners Asia Pte Ltd
DECREASED5001,186-686-58%$1.4M$532.6K-$836.4K2026-10-29
Compound Global Advisors, LLC
INCREASED500170+330+194%$196.2K$532.6K+$336.3K2026-10-20
Boston Standard Wealth Management, LLC
DECREASED500700-200-29%$740.6K$532.6K-$208.1K2026-10-07
Verus Financial Partners, Inc.
INCREASED500476+24+5%$549.4K$532.6K-$16.9K2026-10-29
Kingsbury Capital Investment Advisors LLC
INCREASED500490+10+2%$565.7K$532.6K-$33.1K2026-10-20
First Interstate Bank
UNCHANGED50050000%$577.1K$532.6K-$44.6K2026-10-23
Quantum Financial Partners LLC
NEW499—+499——$531.5K—2026-10-19
Stonebridge Financial Group, LLC
INCREASED499447+52+12%$516.0K$531.5K+$15.5K2026-10-01
Leeward Financial Partners, LLC
UNCHANGED49949900%$576.0K$531.5K-$44.5K2026-10-23
Western Financial Corp
DECREASED4984,843-4,345-90%$5.6M$530.4K-$5.1M2026-10-14
Brown, Lisle Ings, Inc.
INCREASED497211+286+136%$243.6K$529.4K+$285.8K2026-10-16
Tenet Wealth Partners, LLC
INCREASED497494+3+1%$444.7K$529.4K+$84.7K2026-10-19
Genesis Private Wealth, LLC
INCREASED495464+31+7%$535.7K$527.3K-$8.4K2026-11-02
OceanIQ Capital, LLC
DECREASED495515-20-4%$447.3K$471.8K+$24.5K2026-10-19
Patrick M Sweeney & Associates, Inc
INCREASED495489+6+1%$564.5K$527.3K-$37.2K2026-10-22
Meadow Creek Wealth Advisors LLC
DECREASED494678-184-27%$782.6K$526.2K-$256.4K2026-11-02
Baker Ellis Asset Management LLC
UNCHANGED49449400%$570.5K$526.5K-$44.1K2026-10-14
Tortuga Wealth Management, Inc
INCREASED493353+140+40%$407.5K$525.1K+$117.6K2026-10-27
Summit Financial Wealth Advisors, LLC
INCREASED493468+25+5%$540.5K$525.4K-$15.1K2026-10-15
Archvest Wealth Advisors, Inc.
INCREASED490355+135+38%$409.3K$521.5K+$112.2K2026-10-29
Atlas Brown,Inc.
INCREASED488482+6+1%$556.9K$520.3K-$36.6K2026-10-09
Fogel Capital Management, Inc.
DECREASED487630-143-23%$727.2K$518.7K-$208.5K2026-11-04
Financial Harvest, LLC
INCREASED487410+77+19%$472.9K$518.4K+$45.5K2026-10-15
Barrett & Company, Inc.
INCREASED487464+23+5%$535.8K$518.9K-$16.9K2026-10-22
Foundry Financial Group, Inc.
DECREASED486509-23-5%$587.5K$517.6K-$69.9K2026-10-28
Bell Investment Advisors, Inc
DECREASED481511-30-6%$589.8K$512.3K-$77.5K2026-10-29
Endeavor Private Wealth, Inc.
INCREASED480207+273+132%$238.9K$511.3K+$272.3K2026-11-05
Poinciana Advisors Group, LLC
UNCHANGED48048000%$554.1K$511.3K-$42.8K2026-11-06
Community Bank, N.A.
INCREASED478468+10+2%$540.2K$509.1K-$31.1K2026-11-06
Clark Asset Management, LLC
DECREASED477977-500-51%$1.1M$508.1K-$619.7K2026-10-19
Arlington Trust Co LLC
INCREASED477276+201+73%$318.6K$508.1K+$189.5K2026-10-20
Creative Capital Management Investments LLC
INCREASED477456+21+5%$526.4K$508.1K-$18.3K2026-10-28
Acorn Creek Capital LLC
INCREASED476467+9+2%$539.1K$507.0K-$32.1K2026-11-05
Smith Thornton Advisors LLC
NEW475—+475——$505.5K—2026-10-16
MRA Advisory Group
NEW473—+473——$504.2K—2026-10-07
Nemes Rush Group LLC
INCREASED473462+11+2%$533.3K$503.9K-$29.5K2026-11-04
Exchange Bank
DECREASED473476-3-1%$549.4K$503.8K-$45.6K2026-10-07
First County Bank
INCREASED472201+271+135%$232.0K$502.7K+$270.7K2026-10-13
Post Resch Tallon Group Inc.
INCREASED472300+172+57%$346.3K$502.7K+$156.4K2026-10-09
Inlight Wealth Management, LLC
NEW471—+471——$501.7K—2026-10-21
Financial Insights, Inc.
INCREASED471257+214+83%$296.7K$501.7K+$205.0K2026-10-27
Northbridge Financial Group, LLC
INCREASED471385+86+22%$444.4K$491.9K+$47.5K2026-11-05
Kellett Wealth Advisors, LLC
DECREASED470488-18-4%$563.3K$500.6K-$62.7K2026-10-15
Sherry Group, Inc.
INCREASED469370+99+27%$423.8K$499.5K+$75.8K2026-10-09
Brindle & Bay Financial Advisors, LLC
INCREASED467242+225+93%$279.7K$497.0K+$217.3K2026-10-15
Financial Management Network Inc
NEW466—+466——$500.4K—2026-10-09
Cap Partners, LLC
NEW466—+466——$496.3K—2026-10-19
Guardian Partners Inc.
INCREASED465175+290+166%$202.0K$495.3K+$293.3K2026-10-21
Hemming& Wealth Management, Inc.
UNCHANGED46546500%$536.7K$495.3K-$41.5K2026-10-20
Conrad Siegel Investment Advisors, Inc.
INCREASED464428+36+8%$494.0K$494.2K+$1752026-10-08
Comprehensive Financial Consultants Institutional, Inc.
DECREASED4631,063-600-56%$1.2M$493.1K-$733.9K2026-10-15
Headland Capital, LLC
DECREASED463521-58-11%$601.4K$492.6K-$108.7K2026-11-06
Decision Investments, Inc
DECREASED462546-84-15%$630.2K$492.1K-$138.2K2026-10-07
Guerra PAN Advisors, LLC
UNCHANGED46246200%$533.3K$418.1K-$115.2K2026-10-26
Elwood & Goetz Wealth Advisory Group, LLC
NEW460—+460——$490.3K—2026-10-28
FF Advisors,LLC
DECREASED460485-25-5%$560.0K$490.0K-$70.0K2026-10-21
Founders Capital Management
UNCHANGED45845800%$528.7K$487.8K-$40.8K2026-10-13
Smallwood Wealth Investment Management, LLC
INCREASED457432+25+6%$499.5K$487.6K-$12.0K2026-10-30
Quartz Partners, LLC
DECREASED454489-35-7%$564.3K$483.6K-$80.7K2026-11-03
Omnitrust Wealth Management, Inc
NEW453—+453——$482.5K—2026-11-02
Penobscot Wealth Management
UNCHANGED45245200%$521.5K$481.3K-$40.2K2026-10-21
Spectrum Planning & Advisory Services Inc.
NEW451—+451——$480.5K—2026-11-05
ARS Wealth Advisors Group, LLC
INCREASED450395+55+14%$455.9K$479.3K+$23.4K2026-10-16
Riverwater Partners LLC
INCREASED450424+26+6%$489.4K$479.3K-$10.1K2026-11-03
Compass Wealth Management LLC
UNCHANGED45045000%$519.4K$479.3K-$40.1K2026-10-22
Noble Wealth Management PBC
INCREASED449430+19+4%$496.7K$478.5K-$18.1K2026-10-01
Washington Trust Advisors, Inc.
INCREASED448393+55+14%$453.8K$477.6K+$23.9K2026-10-22
Kraematon Investment Advisors, Inc
INCREASED446257+189+74%$296.4K$475.5K+$179.1K2026-11-02
Everett Harris & Co
INCREASED445330+115+35%$380.9K$474.0K+$93.1K2026-10-28
Wagner Wealth Management, LLC
INCREASED445417+28+7%$480.9K$473.6K-$7.3K2026-10-21
Waterway Wealth Management, LLC
INCREASED445420+25+6%$484.8K$474.0K-$10.8K2026-10-28
Caliber Wealth Management, LLC / KS
DECREASED444522-78-15%$602.3K$472.6K-$129.8K2026-11-04
Investment Advisory Services Inc
INCREASED443425+18+4%$490.6K$471.9K-$18.7K2026-10-27
Keyes, Stange & Wooten Wealth Management, LLC
UNCHANGED44344300%$511.8K$472.2K-$39.5K2026-11-03
Quantum Financial Planning Services, Inc.
INCREASED441425+16+4%$490.6K$470.0K-$20.5K2026-10-14
South Shore Capital Advisors
DECREASED441447-6-1%$516.0K$469.8K-$46.3K2026-10-20
Tamar Securities, LLC
DECREASED440665-225-34%$767.6K$468.2K-$299.5K2026-11-03
Strategic Advisors LLC
INCREASED439392+47+12%$452.5K$467.6K+$15.1K2026-10-13
O'Connor Financial Group LLC
DECREASED438441-3-1%$509.0K$466.5K-$42.5K2026-10-26
Nearside Advisors, LLC
NEW437—+437——$465.5K—2026-10-20
Maia Wealth LLC
INCREASED437404+33+8%$466.3K$465.5K-$8762026-10-19
Helium Advisors LLC
DECREASED436456-20-4%$526.4K$464.4K-$62.0K2026-10-23
Security Financial Services, Inc.
DECREASED436437-10%$504.4K$464.4K-$40.0K2026-10-29
Andrews Advisory Associates, LLC
INCREASED435335+100+30%$386.2K$462.9K+$76.7K2026-10-15
Rainier Family Wealth Inc
INCREASED435396+39+10%$457.1K$463.3K+$6.2K2026-11-02
Manske Wealth Management
DECREASED433597-164-27%$689.1K$461.6K-$227.6K2026-10-26
Foguth Wealth Management, Llc.
INCREASED433278+155+56%$240.6K$380.6K+$139.9K2026-10-19
Iron Financial LLC
DECREASED4321,233-801-65%$1.4M$460.1K-$963.1K2026-10-23
High Probability Advisors, LLC
UNCHANGED43243200%$498.7K$460.1K-$38.5K2026-10-19
FSA Wealth Partners, Inc.
INCREASED427390+37+9%$450.2K$454.8K+$4.6K2026-10-26
J.M. Arbour, LLC
INCREASED426265+161+61%$305.9K$453.7K+$147.9K2026-11-05
Marathon Strategic Advisors, LLC
INCREASED426421+5+1%$486.0K$453.7K-$32.2K2026-10-20
Cascade Investment Advisors, Inc.
UNCHANGED42542500%$490.6K$452.7K-$37.9K2026-11-02
Client 1ST Advisory Group, LLC
NEW423—+423——$450.5K—2026-10-19
New England Capital Financial Advisors LLC
INCREASED423128+295+230%$147.8K$450.6K+$302.8K2026-11-03
marrick wealth, LLC
INCREASED422393+29+7%$453.6K$449.5K-$4.2K2026-10-20
Cannon Financial Strategists, Inc.
UNCHANGED42142100%$486.1K$448.5K-$37.6K2026-10-19
Roth Financial Partners LLC
NEW420—+420——$447.3K—2026-10-06
Elevation Wealth Partners, LLC
INCREASED420414+6+1%$477.9K$447.3K-$30.5K2026-10-07
Cogent Strategic Wealth LLC
DECREASED419578-159-28%$667.2K$446.3K-$220.9K2026-10-22
Dale Q Rice Investment Management Ltd
DECREASED419464-45-10%$535.6K$446.3K-$89.3K2026-10-09
Foundation Wealth Management, LLC
DECREASED4181,000-582-58%$1.2M$445.2K-$709.1K2026-10-22
Beirne Wealth Consulting Services, LLC
NEW415—+415——$442.0K—2026-10-19
First Business Financial Services, Inc.
INCREASED415414+1+0%$477.9K$442.0K-$35.9K2026-10-29
Strengthening Families & Communities, LLC
INCREASED414368+46+13%$424.3K$440.6K+$16.3K2026-10-21
Solidarity Wealth, LLC
INCREASED414395+19+5%$455.9K$441.0K-$15.0K2026-10-15
RHS Financial, LLC
INCREASED413248+165+67%$286.3K$439.9K+$153.6K2026-10-13
Intergy Private Wealth, LLC
INCREASED413288+125+43%$332.4K$439.9K+$107.5K2026-10-16
Dutch Asset Corp
INCREASED410314+96+31%$363.3K$437.3K+$74.0K2026-10-20
Opulen Financial Group LLC
INCREASED409379+30+8%$437.5K$435.6K-$1.8K2026-10-22
Gill Capital Partners, LLC
UNCHANGED40940900%$472.1K$435.6K-$36.5K2026-10-13
Heritage OAK Wealth Advisors LLC
DECREASED4083,651-3,243-89%$4.2M$434.3K-$3.8M2026-10-14
Baring Financial LLC
DECREASED408603-195-32%$696.6K$435.1K-$261.5K2026-10-07
MN Wealth Advisors, LLC
INCREASED407339+68+20%$392.3K$434.4K+$42.1K2026-10-23
QP Wealth Management, LLC
DECREASED4051,846-1,441-78%$2.1M$431.4K-$1.7M2026-10-20
Martel Wealth Advisors LLC
NEW404—+404——$430.3K—2026-10-14
JDH Wealth Management, LLC
INCREASED404346+58+17%$399.4K$430.3K+$31.0K2026-10-20
Global Strategic Investment Solutions, LLC
INCREASED404360+44+12%$415.5K$430.3K+$14.8K2026-10-16
BlueChip Wealth Advisors LLC
INCREASED403300+103+34%$346.3K$429.2K+$83.0K2026-11-03
Kondo Wealth Advisors, Inc.
INCREASED403387+16+4%$446.7K$429.2K-$17.5K2026-10-19
AlphaCentric Advisors LLC
INCREASED401372+29+8%$429.4K$427.1K-$2.3K2026-11-03
High Net Worth Advisory Group LLC
NEW400—+400——$426.0K—2026-10-26
Hutchens & Kramer Investment Management Group, LLC
INCREASED399179+220+123%$206.6K$425.0K+$218.4K2026-10-16
Christensen, King & Associates Investment Services, Inc.
INCREASED399299+100+33%$345.3K$425.2K+$79.9K2026-10-22
Hudock, Inc.
INCREASED398337+61+18%$389.5K$424.4K+$34.9K2026-10-14
Capital Advisors, Ltd. LLC
INCREASED397292+105+36%$337$423+$862026-10-27
Ascent Wealth Partners, LLC
INCREASED397380+17+4%$438.6K$422.8K-$15.8K2026-10-23
Arsenal Capital Advisors LLC
INCREASED396375+21+6%$432.9K$421.8K-$11.1K2026-11-02
Denver PWM, LLC
INCREASED396395+1+0%$383.7K$421.7K+$38.0K2026-10-22
Wealthcare Capital Partners, LLC
INCREASED395278+117+42%$320.4K$420.3K+$99.9K2026-10-21
Valued Retirements, Inc.
INCREASED395297+98+33%$342.8K$420.6K+$77.8K2026-11-06
Franklin, Parlapiano, Turner & Welch, LLC
DECREASED393503-110-22%$580.6K$418.6K-$162.0K2026-10-30
Wilkerson Advisory Group LLC
DECREASED393417-24-6%$481.7K$418.9K-$62.8K2026-10-20
Joseph Group Capital Management
INCREASED390350+40+11%$404.0K$415.4K+$11.4K2026-11-04
Stockman Wealth Management, Inc.
DECREASED390391-10%$451.3K$415.4K-$35.9K2026-10-27
Midwest Capital Advisors, LLC
UNCHANGED38938900%$449.0K$414.3K-$34.7K2026-11-04
Chemistry Wealth Management LLC
DECREASED3884,172-3,784-91%$4.8M$413.3K-$4.4M2026-10-16
Innovative Wealth Building LLC
INCREASED384284+100+35%$328.0K$409.2K+$81.2K2026-10-14
Burton Enright Welch
INCREASED384333+51+15%$384.4K$409.0K+$24.6K2026-11-04
Blankinship & Foster, LLC
DECREASED383554-171-31%$639.5K$407.9K-$231.5K2026-10-19
Joseph P. Lucia & Associates, LLC
NEW379—+379——$403.8K—2026-10-30
Reston Wealth Management LLC
DECREASED379448-69-15%$517.4K$404.0K-$113.4K2026-10-29
Bedel Financial Consulting, Inc.
DECREASED379429-50-12%$495.3K$403.7K-$91.7K2026-11-06
Randall & Associates Wealth Management
NEW378—+378——$402.6K—2026-10-20
Benedict Financial Advisors Inc
UNCHANGED37837800%$436.2K$402.6K-$33.6K2026-10-07
Reynders McVeigh Capital Management, LLC
DECREASED377381-4-1%$439.0K$401.2K-$37.8K2026-10-30
Arbor Investment Advisors, LLC
INCREASED376176+200+114%$203.2K$400.5K+$197.3K2026-10-26
Washington Trust Bank
INCREASED376258+118+46%$297.8K$400.5K+$102.7K2026-11-03
JIM Saulnier & Associates, LLC
UNCHANGED37637600%$434.0K$400.5K-$33.5K2026-11-04
Green Ridge Wealth Planning LLC
NEW375—+375——$399.4K—2026-10-08
TCP Asset Management, LLC
DECREASED375507-132-26%$584.6K$403.5K-$181.1K2026-10-14
Obsidian CIO, LLC
INCREASED375296+79+27%$342.1K$399.9K+$57.8K2026-11-05
Diversified Portfolios, Inc.
DECREASED375433-58-13%$499.8K$399.4K-$100.4K2026-11-04
Antonelli Financial Advisors, LLC
UNCHANGED37537500%$433.0K$399.0K-$34.0K2026-10-13
CPR Investments Inc.
NEW374—+374——$398.2K—2026-10-26
Howard Bailey Securities, LLC
DECREASED374488-114-23%$563.3K$398.4K-$164.9K2026-10-27
Directional Asset Management
DECREASED374425-51-12%$490.0K$397.8K-$92.2K2026-10-22
BankPlus Trust Department
DECREASED373431-58-13%$497.5K$397.3K-$100.2K2026-11-06
Strategic Family Wealth Counselors, L.L.C.
DECREASED372594-222-37%$685.6K$396.2K-$289.4K2026-10-29
Selective Wealth Management, Inc.
NEW369—+369——$344.1K—2026-10-16
Old Peak Finance LLC
INCREASED369236+133+56%$272.4K$393.0K+$120.6K2026-11-02
Stonehaven Wealth & TAX Solutions, LLC
DECREASED369382-13-3%$440.9K$393.0K-$47.9K2026-10-22
Solstein Capital, LLC
UNCHANGED36936900%$425.9K$393.0K-$32.9K2026-11-02
Northern Lights Advisors, Inc.
UNCHANGED36936900%$425.9K$393.0K-$32.9K2026-10-21
Quest 10 Wealth Builders, Inc.
INCREASED368304+64+21%$350.9K$392.2K+$41.3K2026-11-02
James T. Borello RIA
INCREASED368359+9+3%$414.4K$392.0K-$22.4K2026-10-16
Beverly Hills Private Wealth, LLC
INCREASED367354+13+4%$408.6K$390.9K-$17.7K2026-11-04
Montchanin Asset Management, LLC
NEW366—+366——$390—2026-11-02
Wedgewood Investors Inc
UNCHANGED36636600%$422.5K$389.8K-$32.6K2026-10-28
Coronation Fund Managers Ltd.
NEW365—+365——$388.8K—2026-10-27
Advocate Group LLC
DECREASED365705-340-48%$813.8K$388.8K-$425.0K2026-10-19
Guidance Point Advisors, LLC
UNCHANGED36536500%$421.3K$388.8K-$32.6K2026-10-15
Natural Investments, LLC
DECREASED364379-15-4%$438.0K$388.0K-$50.0K2026-11-06
Charter Capital Management, Llc\de
INCREASED363355+8+2%$409.8K$386.6K-$23.1K2026-10-28
Grey Ledge Advisors, LLC
INCREASED363362+1+0%$417.9K$386.6K-$31.2K2026-11-02
Fearless Solutions, LLC dba Best Invest
INCREASED360334+26+8%$385.3K$383.3K-$1.9K2026-10-14
Vista Investment Partners II, LLC
DECREASED358488-130-27%$563.3K$381.3K-$182.0K2026-10-15
Landaas & Co
INCREASED358250+108+43%$288.6K$381.3K+$92.7K2026-10-29
American National Bank & Trust
INCREASED358344+14+4%$397.1K$381.3K-$15.8K2026-10-07
Kitching Partners, LLC
INCREASED357238+119+50%$274.7K$380.2K+$105.5K2026-11-02
Echo45 Advisors LLC
INCREASED355347+8+2%$400.8K$378.5K-$22.3K2026-10-07
Barry Investment Advisors, LLC
UNCHANGED35535500%$409.8K$378.1K-$31.7K2026-10-14
Keenan, LLC
NEW354—+354——$377.0K—2026-10-23
Bingham Private Wealth, LLC
INCREASED354261+93+36%$301.3K$377.1K+$75.8K2026-11-05
Portfolio Strategies, Inc.
INCREASED353324+29+9%$374.0K$376.0K+$2.0K2026-11-06
Taylor Securities Services, Inc.
DECREASED352452-100-22%$522.2K$375.4K-$146.8K2026-10-20
Firethorn Wealth Partners, LLC
DECREASED352373-21-6%$430.2K$374.6K-$55.6K2026-10-14
Peterson Wealth Services
INCREASED351207+144+70%$238.9K$373.9K+$134.9K2026-10-26
Brickley Wealth Management
INCREASED351313+38+12%$361.3K$373.9K+$12.6K2026-11-04
Truefg, LLC
INCREASED350200+150+75%$230.9K$372.8K+$141.9K2026-10-15
Rhodes Investment Advisors Inc
DECREASED350408-58-14%$471.0K$372.8K-$98.2K2026-10-07
Rydar Equities, Inc.
INCREASED349304+45+15%$272.3K$380.2K+$107.9K2026-10-13
Sound Financial Strategies Group, LLC
DECREASED349352-3-1%$406.3K$371.7K-$34.6K2026-10-30
Optivise Advisory Services LLC
INCREASED347196+151+77%$226.6K$369.7K+$143.1K2026-10-19
Scott Capital Advisors, LLC
INCREASED347230+117+51%$265.4K$377.0K+$111.6K2026-10-13
Pettinga Financial Advisors LLC
INCREASED346341+5+1%$393.3K$368.2K-$25.1K2026-10-13
Winter & Associates, Inc.
DECREASED345401-56-14%$462.9K$309.1K-$153.7K2026-10-23
Integrated Wealth Management
NEW344—+344——$366.5K—2026-10-19
Investment Research & Advisory Group, Inc.
DECREASED344355-11-3%$438.6K$415.9K-$22.7K2026-10-19
Key FInancial Inc
DECREASED343356-13-4%$410.9K$365.3K-$45.6K2026-11-02
Code Waechter LLC
INCREASED342331+11+3%$382.1K$364.3K-$17.8K2026-10-23
Foresight Capital Management Advisors, Inc.
DECREASED341386-45-12%$445.6K$363.5K-$82.2K2026-10-27
Spring Capital Management, LLC
UNCHANGED34034000%$392.5K$362.1K-$30.3K2026-10-09
Woodmont Investment Counsel LLC
INCREASED338277+61+22%$319.7K$360.0K+$40.3K2026-10-29
Edmp, Inc.
DECREASED337342-5-1%$394.8K$358.9K-$35.8K2026-10-22
Roxbury Financial LLC
INCREASED337334+3+1%$385.7K$359.2K-$26.6K2026-10-01
LBJ Family Wealth Advisors, Ltd.
NEW336—+336——$358—2026-10-01
Twelve Points Wealth Management LLC
DECREASED335444-109-25%$512.6K$296.4K-$216.1K2026-11-03
Buska Wealth Management, LLC
INCREASED335329+6+2%$379.9K$357.1K-$22.7K2026-10-08
HBE Wealth Management, LLC
INCREASED334326+8+2%$376.3K$355.7K-$20.6K2026-11-06
West Bancorporation Inc
UNCHANGED33433400%$385.5K$355.7K-$29.8K2026-10-29
Oasis Advisors, LLC
NEW333—+333——$354.4K—2026-10-16
Atticus Wealth Management, LLC
NEW331—+331——$352.6K—2026-10-20
Tobam
DECREASED330686-356-52%$792.0K$351-$791.6K2026-11-03
Cornerstone Advisors Asset Management, LLC
DECREASED330420-90-21%$484.8K$351.5K-$133.3K2026-11-06
Blackston Financial Advisory Group, LLC
INCREASED330271+59+22%$312.9K$351.6K+$38.7K2026-11-04
Harbour Trust & Investment Management Co
INCREASED330325+5+2%$375.1K$351.5K-$23.7K2026-10-28
Reap Financial Group, LLC
INCREASED329217+112+52%$250.5K$350.4K+$100.0K2026-11-02
Valued Wealth Advisors LLC
DECREASED329375-46-12%$433.2K$350.8K-$82.5K2026-11-05
Kure Advisory, LLC
INCREASED327321+6+2%$370.5K$348.3K-$22.2K2026-10-08
Weil Company, Inc.
INCREASED326224+102+46%$258.1K$346.8K+$88.7K2026-10-14
Ridgecrest Wealth Partners, LLC
INCREASED326278+48+17%$320.7K$347.2K+$26.6K2026-10-19
Fortune Financial Group, Inc.
INCREASED326280+46+16%$323.2K$347.2K+$24.0K2026-10-22
Centerpoint Advisory Group
INCREASED325265+60+23%$305.9K$346.2K+$40.3K2026-10-23
Waters Parkerson & Co., LLC
DECREASED325380-55-14%$438.6K$346.2K-$92.5K2026-11-04
Carroll Advisory Group, LLC
INCREASED325273+52+19%$315.6K$346.7K+$31.0K2026-10-16
Mountain Capital Investment Advisors Inc.
INCREASED324207+117+57%$238.5K$344.8K+$106.3K2026-11-06
Norris Perne & French LLP
NEW323—+323——$344.0K—2026-10-23
Rockland Trust Co
INCREASED322209+113+54%$241.2K$343.0K+$101.7K2026-10-05
KFA Private Wealth Group, LLC
INCREASED322267+55+21%$308.3K$343.6K+$35.4K2026-10-07
Langley Wealth Management, LLC
INCREASED322284+38+13%$327.4K$342.6K+$15.2K2026-11-04
4Wealth Advisors, Inc.
UNCHANGED32232200%$368.8K$343.0K-$25.8K2026-10-13
Associated Banc-Corp
DECREASED321344-23-7%$397.1K$341.9K-$55.2K2026-10-30
Squire Investment Management Company, LLC
NEW320—+320——$340.8K—2026-11-03
IVC Wealth Advisors LLC
INCREASED320194+126+65%$223.9K$340.8K+$116.9K2026-10-23
Narus Financial Partners, LLC
DECREASED320350-30-9%$403.5K$340.3K-$63.1K2026-10-19
Insight Wealth Partners, LLC
INCREASED320310+10+3%$357.8K$340.8K-$17.0K2026-10-26
Sentinel Pension Advisors, LLC
NEW319—+319——$339.8K—2026-11-02
Gallacher Capital Management LLC
DECREASED3171,120-803-72%$1.3M$337.7K-$955.2K2026-10-30
Redwood Financial Network Corp
UNCHANGED31731700%$365.9K$337.6K-$28.3K2026-11-03
Fourpath Capital Management, LLC
NEW315—+315——$335.5K—2026-10-19
Greenfield Savings Bank
NEW315—+315——$335.5K—2026-10-07
American Capital Advisory, LLC
DECREASED315457-142-31%$527.3K$335.3K-$192.0K2026-10-28
4J Wealth Management LLC
INCREASED314309+5+2%$356.7K$334.4K-$22.2K2026-11-02
Elevate Wealth Advisory, Inc
INCREASED314313+1+0%$361.0K$334.2K-$26.8K2026-10-29
Davis Investment Partners, LLC
INCREASED313297+16+5%$342.8K$333.4K-$9.4K2026-11-05
Legacy Wealth Partners, LLC
DECREASED312327-15-5%$377.5K$332.3K-$45.1K2026-10-15
Wealth Preservation Advisors, LLC
INCREASED311244+67+27%$281.6K$331.2K+$49.6K2026-11-05
Summit Asset Management, LLC
INCREASED311295+16+5%$340.8K$331.5K-$9.3K2026-11-05
DeLarme Wealth Management, Inc.
INCREASED310240+70+29%$277.1K$330.2K+$53.2K2026-10-30
Obermeyer Wealth Partners
INCREASED310252+58+23%$290.9K$330.2K+$39.3K2026-10-21
Rockport Wealth LLC
INCREASED310300+10+3%$346.3K$330.2K-$16.1K2026-11-03
Patriot Investment Management Group, Inc.
UNCHANGED31031000%$357.8K$330.2K-$27.6K2026-10-15
Livet Wealth, LLC
INCREASED309230+79+34%$265.5K$329.1K+$63.6K2026-10-27
Darrow Company, Inc.
UNCHANGED30930900%$356.7K$329.1K-$27.6K2026-10-22
Olympiad Research LP
DECREASED307493-186-38%$569.1K$327.0K-$242.1K2026-11-04
Town Capital LLC
DECREASED307314-7-2%$362.4K$327.0K-$35.5K2026-11-03
S.E.E.D. Planning Group LLC
NEW306—+306——$325.5K—2026-10-07
Marino, Stram & Associates LLC
INCREASED306301+5+2%$347.4K$325.9K-$21.5K2026-10-22
Nautilus Advisors LLC
DECREASED305330-25-8%$323.2K$324.9K+$1.7K2026-10-07
Baxter Bros Inc
DECREASED305322-17-5%$371.7K$324.9K-$46.8K2026-11-04
25 LLC
INCREASED305299+6+2%$345.1K$324.9K-$20.3K2026-10-13
Layline Advisors, LLC
DECREASED305307-2-1%$354.7K$325.2K-$29.5K2026-11-02
Graetz Wealth LLC
INCREASED303296+7+2%$341.4K$322.5K-$18.9K2026-10-27
PUREfi Wealth, LLC
INCREASED302244+58+24%$281.6K$321.7K+$40.0K2026-10-19
Ares Financial Consulting, LLC
INCREASED302275+27+10%$317.4K$321.7K+$4.2K2026-10-19
Mullooly Asset Management, Inc.
UNCHANGED30230200%$348.3K$321.4K-$26.9K2026-10-30
AAF Wealth Management, LLC
INCREASED301199+102+51%$229.7K$320.6K+$90.9K2026-10-28
Wealth Group, Ltd.
NEW300—+300——$320—2026-10-30
Seven Post Investment Office LP
NEW300—+300——$319.5K—2026-10-26
Bay Harbor Wealth Management, LLC
INCREASED300161+139+86%$185.8K$319.5K+$133.7K2026-11-03
Upper Left Wealth Management, LLC
DECREASED300317-17-5%$365.9K$319.5K-$46.4K2026-10-14
Accordant Advisory Group Inc
UNCHANGED30030000%$346.3K$319.5K-$26.8K2026-10-29
Aspect Partners, LLC
UNCHANGED29929900%$345.3K$318.6K-$26.7K2026-10-20
Correct Capital Wealth Management
NEW298—+298——$317.4K—2026-11-02
Boyd Wealth Management, LLC
NEW298—+298——$317.8K—2026-10-20
Vestia Personal Wealth Advisors
INCREASED298281+17+6%$324.4K$317.4K-$7.0K2026-10-20
Mokosak Advisory Group, LLC
INCREASED297259+38+15%$298.7K$317.2K+$18.5K2026-10-20
NavPoint Financial, Inc.
DECREASED296433-137-32%$499.8K$315.3K-$184.5K2026-10-21
Cypress Capital, LLC
INCREASED295251+44+18%$289.7K$314.2K+$24.5K2026-10-20
Alpine Bank Wealth Management
NEW294—+294——$313.1K—2026-10-16
Vision Financial Markets LLC
DECREASED294660-366-55%$680.5K$318.1K-$362.4K2026-10-22
Hughes Financial Services, LLC
DECREASED294321-27-8%$370.5K$274.7K-$95.8K2026-10-30
Sepio Capital, LP
DECREASED292943-651-69%$1.1M$311.6K-$776.9K2026-10-22
Members Wealth LLC
INCREASED292279+13+5%$322.0K$317.7K-$4.4K2026-10-20
AWM Capital, LLC
INCREASED291210+81+39%$242.4K$310.0K+$67.5K2026-10-16
Wealth Group Ltd
INCREASED291256+35+14%$295.6K$312.9K+$17.3K2026-10-07
MBE Wealth Management, LLC
DECREASED291321-30-9%$371.0K$310.4K-$60.5K2026-10-26
Abound Wealth Management
INCREASED290112+178+159%$128.7K$308.6K+$179.8K2026-10-26
Puff Wealth Management, LLC
DECREASED288631-343-54%$728.0K$306.5K-$421.5K2026-10-07
Carolina Wealth Management Inc
INCREASED288195+93+48%$225.1K$306.8K+$81.7K2026-10-29
Fagan Associates, Inc.
DECREASED288348-60-17%$402.1K$307.2K-$95.0K2026-10-13
Foronjy Financial LLC
INCREASED287217+70+32%$250.5K$305.6K+$55.2K2026-10-14
Woodley Farra Manion Portfolio Management Inc
INCREASED287244+43+18%$281.6K$305.7K+$24.0K2026-11-05
SwitchPoint Financial Planning, LLC
DECREASED287292-5-2%$337.1K$305.7K-$31.4K2026-11-02
Clear Retirement Advice LLC
NEW286—+286——$304.6K—2026-10-22
Catalyst Private Wealth, LLC
INCREASED286229+57+25%$264.3K$304.6K+$40.3K2026-10-13
Shira Ridge Wealth Management
INCREASED286251+35+14%$289.7K$304.6K+$14.9K2026-10-09
Equity Wealth Partners, LLC
DECREASED285319-34-11%$368.2K$303.6K-$64.7K2026-10-26
Foundation Wealth Management, Llc\pa
INCREASED285258+27+10%$297.8K$303.6K+$5.7K2026-10-14
Perennial Advisors, LLC
INCREASED285275+10+4%$317.4K$303.6K-$13.9K2026-10-13
WealthPoint Financial, LLC
NEW284—+284——$302.5K—2026-11-03
Saxon Interests, Inc.
DECREASED284886-602-68%$1.0M$302.5K-$720.2K2026-10-26
Ramiah Investment Group
DECREASED284364-80-22%$420.2K$302.5K-$117.7K2026-10-20
Yoder Wealth Management, Inc.
INCREASED284263+21+8%$303.6K$302.5K-$1.1K2026-10-13
Union Savings Bank
UNCHANGED28428400%$327.8K$302.5K-$25.3K2026-10-14
Catherine Avery Investment Management LLC
UNCHANGED28228200%$325.4K$300.3K-$25.1K2026-10-14
Vertrix Wealth Management, LLC
INCREASED281251+30+12%$289.7K$299.3K+$9.6K2026-10-13
Beacon Financial Planning, Inc
INCREASED280212+68+32%$244.7K$298.3K+$53.6K2026-11-04
Legacy Trust
DECREASED278346-68-20%$399.4K$246.0K-$153.4K2026-11-06
Navigation Group, LLC
NEW277—+277——$295.0K—2026-10-28
Mid-American Wealth Advisory Group, Inc.
INCREASED277257+20+8%$297.0K$295.3K-$1.6K2026-10-21
Wellment Financial
INCREASED277276+1+0%$318.6K$295.0K-$23.5K2026-10-28
Heffernan Advisory, Inc
INCREASED275200+75+38%$230.9K$292.9K+$62.0K2026-10-13
Tortoise Investment Management, LLC
INCREASED275206+69+34%$237.8K$292.9K+$55.1K2026-11-06
Sather Financial Group Inc
UNCHANGED27527500%$317.7K$292.9K-$24.8K2026-10-30
Hibernia Wealth Partners, LLC
INCREASED274190+84+44%$219.3K$291.8K+$72.5K2026-10-29
Hudson Capital Management LLC
DECREASED272282-10-4%$325.5K$289.2K-$36.3K2026-10-20
Certior Financial Group, LLC
DECREASED271322-51-16%$371.5K$288.5K-$83.0K2026-10-19
Power Wealth Management LLC
INCREASED271254+17+7%$293.2K$288.6K-$4.5K2026-10-27
E&G Advisors, LLC
NEW270—+270——$287.6K—2026-10-13
Defined Wealth Management, LLC
INCREASED270204+66+32%$235.5K$287.6K+$52.1K2026-10-19
Silvia Mccoll Wealth Management, LLC
INCREASED270264+6+2%$304.7K$287.6K-$17.2K2026-10-07
Gould Asset Management LLC
DECREASED270275-5-2%$317.4K$287.6K-$29.9K2026-11-06
Aire Advisors, LLC
NEW269—+269——$286.5K—2026-10-22
International Private Wealth Advisors LLC
INCREASED269249+20+8%$287.5K$286.6K-$9072026-11-05
Boyum Wealth Architects LLC
UNCHANGED26826800%$251.1K$288.1K+$37.0K2026-10-06
AMI Investment Management Inc
NEW267—+267——$284.4K—2026-10-27
Fairfield Financial Advisors, LTD
INCREASED267185+82+44%$213.5K$284.4K+$70.8K2026-10-14
Mechanics Bank Trust Department
INCREASED267200+67+34%$230.9K$284.4K+$53.5K2026-10-13
Capital Management Associates, Inc
DECREASED267289-22-8%$333.3K$284.1K-$49.2K2026-10-20
North Point Portfolio Managers Corp
NEW265—+265——$282.3K—2026-10-07
Financial Solutions Advisory Group, Inc.
INCREASED265217+48+22%$215.2K$232.5K+$17.3K2026-10-28
Pearl Planning LLC
INCREASED265260+5+2%$300.2K$282.4K-$17.9K2026-10-13
Farmers & Merchants Trust Co of Long Beach
NEW264—+264——$281.2K—2026-10-22
Towerpoint Wealth, LLC
DECREASED264266-2-1%$307.1K$281.2K-$25.9K2026-10-13
Paragon Capital Management Inc
UNCHANGED26426400%$304.7K$281.2K-$23.5K2026-10-15
Gerber, LLC
UNCHANGED26426400%$305.0K$281.5K-$23.5K2026-10-21
Allegheny Financial Group
DECREASED262456-194-43%$527.0K$279.6K-$247.3K2026-11-05
Base Wealth Management LLC
DECREASED262264-2-1%$305.2K$278.6K-$26.6K2026-10-21
Jcic Asset Management Inc.
INCREASED25850+208+416%$16.9K$274.8K+$257.9K2026-10-30
BCV Asset Management Inc.
DECREASED258398-140-35%$456.8K$275.9K-$180.8K2026-11-06
Ridgeline Wealth Planning, LLC
INCREASED258203+55+27%$234.3K$274.8K+$40.5K2026-10-29
OxenFree Capital LLC
UNCHANGED25825800%$242.2K$269.8K+$27.7K2026-10-07
Waystone Advisors LLC
UNCHANGED25825800%$297.8K$297.8K$02026-10-16
Cypress Capital Group
INCREASED257221+36+16%$255.1K$273.7K+$18.6K2026-11-03
Thayer Partners, LLC / MA
UNCHANGED25725700%$296.7K$273.7K-$22.9K2026-11-06
RiverTree Advisors, LLC
NEW256—+256——$272.7K—2026-10-13
Alessandra Capital Management, LLC
INCREASED255180+75+42%$207.8K$271.6K+$63.8K2026-10-30
J. Team Financial, Inc.
DECREASED255266-11-4%$307.2K$271.8K-$35.4K2026-11-03
Arlington Capital Management Inc
INCREASED254239+15+6%$275.9K$270.5K-$5.3K2026-10-30
Alliance Wealth Advisors, LLC
UNCHANGED25425400%$293.2K$270.5K-$22.7K2026-10-14
BetterWealth, LLC
DECREASED252732-480-66%$844.9K$268.4K-$576.5K2026-10-15
TFC Financial Management, Inc.
INCREASED252186+66+35%$214.7K$268.4K+$53.7K2026-10-26
Manchester Financial Inc
INCREASED252191+61+32%$220.6K$268.6K+$47.9K2026-10-15
PFW Advisors LLC
INCREASED251177+74+42%$204.3K$267.3K+$63.0K2026-10-07
Sentry LLC
INCREASED250200+50+25%$230.9K$266.3K+$35.4K2026-10-30
6th Street Advisors, LLC
UNCHANGED25025000%$288.6K$266.3K-$22.3K2026-10-14
Asset Advisory Group, Inc.
INCREASED249193+56+29%$222.8K$265.2K+$42.4K2026-10-20
Invested Advisors
INCREASED248215+33+15%$248.2K$264.1K+$16.0K2026-10-23
Three Arch Wealth Management LLC
NEW247—+247——$263.1K—2026-10-20
Canandaigua National Bank & Trust Co
NEW247—+247——$263.1K—2026-10-07
Fullerton Advisors, LLC
DECREASED247297-50-17%$343.4K$263.0K-$80.4K2026-10-14
Granite Islands Private Wealth, LLC
UNCHANGED24724700%$285.1K$263.1K-$22.0K2026-10-16
Laurel Wealth Advisors LLC
UNCHANGED24724700%$285.1K$263.1K-$22.0K2026-10-27
Torren Management, LLC
DECREASED246256-10-4%$295.0K$261.5K-$33.4K2026-10-29
Crane Advisory, LLC
UNCHANGED24524500%$209.0K$260.7K+$51.6K2026-10-13
Brian LOW Financial Group, LLC
NEW244—+244——$260.2K—2026-10-28
Littlejohn Financial Services, Inc.
INCREASED242221+21+10%$255.1K$257.8K+$2.7K2026-11-06
Baker Boyer National Bank
NEW241—+241——$256.7K—2026-11-05
Guardian Financial Partners, LLC
DECREASED241400-159-40%$461.7K$256.7K-$205.0K2026-11-04
Southland Equity Partners LLC
INCREASED241218+23+11%$251.6K$256.7K+$5.1K2026-10-14
Dakota Community Bank & Trust NA
INCREASED240124+116+94%$143.1K$255.6K+$112.5K2026-10-09
MKT Advisors LLC
DECREASED240270-30-11%$253.4K$248.6K-$4.8K2026-10-20
Financial Planning Hawaii, Inc.
INCREASED239232+7+3%$267.8K$254.6K-$13.2K2026-10-13
Wagner Wealth Management, Corp
NEW238—+238——$253.5K—2026-10-20
Elite Wealth Management, Inc.
INCREASED237198+39+20%$228.5K$252.4K+$23.9K2026-11-03
Ables, Iannone, Moore & Associates, Inc.
INCREASED237225+12+5%$259.7K$252.4K-$7.3K2026-10-06
Addison Advisors LLC
INCREASED236190+46+24%$219.3K$251.8K+$32.5K2026-11-06
Verity & Verity, LLC
NEW235—+235——$250.3K—2026-10-23
tru Independence LLC
NEW235—+235——$250.6K—2026-10-20
Cantor Fitzgerald Investment Advisors L.P.
INCREASED235230+5+2%$265.5K$250.3K-$15.2K2026-10-21
Dumont & Blake Investment Advisors LLC
UNCHANGED23523500%$271.3K$250.3K-$21.0K2026-10-28
Visionary Horizons, LLC
DECREASED232294-62-21%$339.4K$247.1K-$92.2K2026-10-22
Bath Savings Trust Co
UNCHANGED23223200%$267.8K$247.1K-$20.7K2026-10-07
Catalyst Investment Management LLC
INCREASED231213+18+8%$245.9K$246.0K+$1762026-10-21
15 Wealth Advisors LLC
NEW230—+230——$244.9K—2026-10-14
True North Advisors, LLC
DECREASED2306,279-6,049-96%$7.2M$245.3K-$7.0M2026-10-22
Montis Financial, LLC
INCREASED230199+31+16%$229.7K$245.0K+$15.3K2026-11-04
Pacific Sage Partners, LLC
DECREASED228389-161-41%$449.0K$242.8K-$206.2K2026-10-21
Bannerman Wealth Management Group, LLC
DECREASED228262-34-13%$302.5K$243.2K-$59.3K2026-10-09
Koesten, Hirschmann & Crabtree, Inc.
INCREASED228216+12+6%$249.8K$242.7K-$7.1K2026-10-13
WMG Financial Advisors, LLC
UNCHANGED22822800%$263.2K$263.2K$02026-10-28
CPC Advisors, LLC
NEW227—+227——$241.8K—2026-10-21
Macroview Investment Management LLC
DECREASED227362-135-37%$418.1K$241.6K-$176.5K2026-10-26
Peirce Capital Management, LLC
INCREASED227174+53+30%$200.8K$241.8K+$40.9K2026-10-19
WealthCare Asset Management, LLC
DECREASED226456-230-50%$526.4K$240.7K-$285.6K2026-10-26
CMG Global Holdings, LLC
INCREASED226222+4+2%$256.6K$240.9K-$15.7K2026-10-14
NBT Bank, N.A.
UNCHANGED22622600%$260.9K$240.7K-$20.2K2026-10-21
Meyer Handelman Co
UNCHANGED22622600%$260.9K$240.7K-$20.2K2026-10-28
ICW Investment Advisors LLC
UNCHANGED22522500%$260.3K$240.2K-$20.1K2026-10-27
Thoma Capital Management LLC
UNCHANGED22522500%$259.7K$239.7K-$20.1K2026-10-19
Proathlete Wealth Management LLC
INCREASED2242+222+11100%$2.3K$239.6K+$237.3K2026-10-15
Great Diamond Partners, LLC
DECREASED224234-10-4%$270.1K$238.6K-$31.5K2026-10-13
Johnson & White Wealth Management, LLC
UNCHANGED22422400%$258.6K$238.6K-$20.0K2026-11-03
Willow Creek Wealth Management Inc.
DECREASED2231,459-1,236-85%$1.7M$237.5K-$1.4M2026-10-26
Marion Wealth Management
INCREASED223192+31+16%$221.6K$237.5K+$15.9K2026-10-22
Inspirion Wealth Advisors, LLC
DECREASED222223-10%$230.2K$236.4K+$6.2K2026-10-09
First Citizens Financial Corp
INCREASED221192+29+15%$221.6K$235.4K+$13.8K2026-10-02
Legacy Solutions, LLC
INCREASED221199+22+11%$229.7K$235.4K+$5.7K2026-10-07
Radnor Capital Management, LLC
DECREASED220270-50-19%$311.7K$234.3K-$77.3K2026-10-23
First Pacific Financial
UNCHANGED22022000%$253.9K$234.3K-$19.6K2026-10-14
Stage Harbor Financial, LLC
NEW219—+219——$233.3K—2026-11-03
Cathy Pareto & Associates, Inc
INCREASED219178+41+23%$205.5K$233.3K+$27.9K2026-10-15
Discipline Wealth Solutions, LLC
INCREASED219218+1+0%$251.6K$233.3K-$18.4K2026-10-14
Lynch & Associates
NEW217—+217——$231.1K—2026-10-13
Boomfish Wealth Group, LLC
NEW216—+216——$230.1K—2026-10-22
Grantvest Financial Group LLC
DECREASED216234-18-8%$270.1K$230.1K-$40.0K2026-10-21
ProVise Management Group, LLC
INCREASED216211+5+2%$244.1K$230.5K-$13.5K2026-11-06
Rasp Wealth Solutions, LLC
UNCHANGED21621600%$249.3K$230.1K-$19.3K2026-11-06
Shikiar Asset Management Inc
NEW215—+215——$229—2026-10-20
Peddock Capital Advisors, LLC
NEW215—+215——$228.5K—2026-10-16
Frederick Financial Consultants, LLC
DECREASED215233-18-8%$269.0K$229.0K-$40.0K2026-10-29
LiftPoint Family Wealth Advisors LLC
UNCHANGED21521500%$248.2K$229.0K-$19.2K2026-11-03
FSA Investment Group, LLC
NEW214—+214——$227.9K—2026-10-07
Baldwin Wealth Partners LLC
UNCHANGED21321300%$245.9K$226.9K-$19.0K2026-10-13
Straight Path Wealth Management
NEW212—+212——$225.8K—2026-10-23
WoodTrust Financial Corp
UNCHANGED21221200%$245.0K$226-$244.8K2026-10-09
Aspen Wealth Management LLC
NEW211—+211——$225.0K—2026-10-14
Sunrise Financial Services, LLC
UNCHANGED21021000%$242.4K$223.7K-$18.7K2026-10-21
Castellan Group
UNCHANGED21021000%$242.4K$223.7K-$18.7K2026-10-19
Briaud Financial Planning Inc
DECREASED209212-3-1%$244.7K$222.6K-$22.1K2026-10-20
rebel Financial LLC
NEW208—+208——$221.5K—2026-11-04
Alpha Advisors, LLC
UNCHANGED20820800%$240.1K$221.5K-$18.6K2026-10-19
MFG Investments, LLC
NEW207—+207——$220.8K—2026-10-30
Ahara Advisors LLC
NEW207—+207——$220.5K—2026-10-29
Evermay Wealth Management LLC
DECREASED206207-10%$239.1K$219.5K-$19.5K2026-11-05
StrongBox Wealth, LLC
INCREASED20558+147+253%$66.9K$218.3K+$151.4K2026-11-02
Berman McAleer LLC
DECREASED205305-100-33%$352.0K$218.3K-$133.7K2026-10-16
Sara-Bay Financial
UNCHANGED20520500%$236.6K$218.3K-$18.3K2026-10-21
CGC Financial Services, LLC
UNCHANGED20520500%$236.6K$218.3K-$18.3K2026-10-13
Financial Enhancement Group LLC
NEW204—+204——$222.0K—2026-10-08
Horizon Financial Services, LLC
INCREASED20435+169+483%$40.4K$217.3K+$176.9K2026-11-04
Seelaus Asset Management LLC
INCREASED204185+19+10%$213.5K$217.3K+$3.7K2026-10-14
Kohmann Bosshard Financial Services, LLC
NEW203—+203——$215.2K—2026-11-04
General Partner, Inc.
UNCHANGED20220200%$233.2K$215.2K-$18.0K2026-10-05
Five Pine Wealth Management
UNCHANGED20220200%$232.7K$214.8K-$17.9K2026-10-20
Aspetuck Financial Management LLC
NEW201—+201——$214.1K—2026-11-04
Smith Partners Wealth Management, LLC
NEW201—+201——$214.1K—2026-11-05
SBE LLC DBA Cedar Cove Wealth Partners
DECREASED201212-11-5%$244.7K$214.1K-$30.6K2026-10-15
Fulcrum Capital LLC
UNCHANGED20120100%$232.0K$214.1K-$17.9K2026-10-15
Global Wealth Strategies & Associates
NEW200—+200——$213.0K—2026-10-02
Provident Wealth Management, LLC
DECREASED200381-181-48%$439.8K$213.0K-$226.8K2026-10-20
Lountzis Asset Management, LLC
DECREASED200227-27-12%$262.0K$213.0K-$49.0K2026-10-30
First Nebraska Trust Co
UNCHANGED20020000%$230.9K$213.0K-$17.8K2026-10-30
O'Keefe Stevens Advisory, Inc.
UNCHANGED20020000%$230.9K$213.0K-$17.8K2026-10-09
Gordian Advisors LLC
UNCHANGED20020000%$230.9K$213.0K-$17.8K2026-10-30
Tillman Hartley LLC
DECREASED197230-33-14%$265.5K$209.8K-$55.7K2026-11-06
Harfst & Associates, Inc.
DECREASED197214-17-8%$247.2K$210.0K-$37.2K2026-10-20
Droms Strauss Advisors Inc
DECREASED197200-3-1%$230.9K$209.8K-$21.0K2026-11-03
Walleye Partners, LLC
INCREASED197196+1+1%$226.2K$209.8K-$16.4K2026-10-13
DWR Wealth Management, LLC
NEW196—+196——$208.8K—2026-10-13
Reyes Financial Architecture, Inc.
DECREASED196321-125-39%$370.5K$208.8K-$161.8K2026-10-22
Guardian Capital, LLC
DECREASED196275-79-29%$317.6K$208.8K-$108.8K2026-11-06
Keeler & Nadler Financial Planning & Wealth Management
DECREASED196218-22-10%$251.2K$208.3K-$42.8K2026-10-28
Valley Wealth Managers, Inc.
UNCHANGED19519500%$225.1K$207.7K-$17.4K2026-10-09
Mlp3, LLC
NEW194—+194——$206.6K—2026-10-22
Patton Fund Management, Inc.
DECREASED1945,337-5,143-96%$6.2M$206.6K-$6.0M2026-10-13
Lifelong Wealth Advisors, Inc.
INCREASED194192+2+1%$221.6K$206.6K-$15.0K2026-10-19
Kenora Financial, LLC
UNCHANGED19319300%$222.8K$205.6K-$17.2K2026-10-20
Blue Sky Capital Consultants Group, Inc.
INCREASED192180+12+7%$207.8K$204.5K-$3.3K2026-10-13
1620 Investment Advisors, Inc.
DECREASED192194-2-1%$224.0K$204.6K-$19.4K2026-11-04
IMG Wealth Management, Inc.
INCREASED191181+10+6%$208.9K$203.4K-$5.5K2026-10-27
Capstone Capital LLC
UNCHANGED19119100%$220.5K$203.4K-$17.0K2026-10-14
Wealthcare Capital Management LLC
UNCHANGED19119100%$220.5K$203.4K-$17.0K2026-10-21
McKinley Carter Wealth Services, Inc.
NEW190—+190——$202.4K—2026-10-16
First International Bank of Israel Ltd.
INCREASED190181+9+5%$208.9K$202.4K-$6.6K2026-11-04
Hamel Associates, Inc.
INCREASED189183+6+3%$211.2K$201.3K-$9.9K2026-11-06
Kachkovsky & Fisher, Inc.
INCREASED189186+3+2%$214.9K$201.5K-$13.4K2026-10-21
Peterson Wealth Management
INCREASED1861+185+18500%$1.2K$198.4K+$197.3K2026-11-06
Main Street Group, LTD
UNCHANGED18518500%$213.4K$196.9K-$16.5K2026-10-28
High Note Wealth, LLC
INCREASED184123+61+50%$142.0K$196.0K+$54.0K2026-10-27
Planning Strategies Inc.
INCREASED18296+86+90%$110.8K$193.9K+$83.1K2026-10-02
Redwood Park Advisors LLC
INCREASED1816+175+2917%$6.9K$192.8K+$185.9K2026-11-02
DT Investment Partners, LLC
UNCHANGED17817800%$205.5K$189.6K-$15.9K2026-10-27
Balance Wealth Partners LLC
DECREASED177214-37-17%$246.9K$188.6K-$58.3K2026-10-27
Dynamic Wealth Strategies, LLC
INCREASED1756+169+2817%$6.9K$186.4K+$179.5K2026-10-16
High Point Wealth Management, LLC
INCREASED174134+40+30%$154.9K$185.5K+$30.7K2026-11-05
Olistico Wealth, LLC
INCREASED17272+100+139%$83.1K$183.2K+$100.1K2026-10-05
Duncker Streett & Co Inc
DECREASED171211-40-19%$243.6K$182.1K-$61.4K2026-10-27
Bare Financial Services, Inc
DECREASED169178-9-5%$205.5K$180.0K-$25.5K2026-11-04
DiNuzzo Private Wealth, Inc.
INCREASED16489+75+84%$102.7K$174.7K+$71.9K2026-10-16
Tounjian Advisory Partners, LLC
DECREASED162187-25-13%$215.7K$172.4K-$43.3K2026-11-04
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED16116100%$185.8K$171.5K-$14.4K2026-10-28
Lloyd Advisory Services, Llc.
UNCHANGED15915900%$183.6K$169.6K-$14.0K2026-11-02
Bullock Wealth Management Group
DECREASED157158-1-1%$163.4K$172.6K+$9.2K2026-10-09
Signature Resources Capital Management, LLC
INCREASED15449+105+214%$56.7K$164.4K+$107.7K2026-10-16
Essex Investment Management Co LLC
UNCHANGED15315300%$176.6K$163.0K-$13.6K2026-10-19
Indiana Trust & Investment Management Co
UNCHANGED15315300%$176.6K$163.0K-$13.6K2026-10-22
Retirement Wealth Solutions LLC
INCREASED147100+47+47%$115.4K$156.6K+$41.1K2026-10-07
Gleason Group, Inc.
UNCHANGED14214200%$163.9K$151.2K-$12.7K2026-10-15
Investors Research Corp
INCREASED141124+17+14%$143.1K$150.2K+$7.0K2026-10-07
GGM Financial LLC
NEW140—+140——$149.1K—2026-11-05
Marquette Asset Management, LLC
UNCHANGED13513500%$155.8K$143.8K-$12.0K2026-10-09
Key Capital Management, Inc
INCREASED131126+5+4%$145.4K$139.5K-$5.9K2026-11-03
Barnes Dennig Private Wealth Management LLC
DECREASED129286-157-55%$330.1K$137.4K-$192.7K2026-10-30
Old Second National Bank of Aurora
INCREASED12925+104+416%$28.9K$137.4K+$108.5K2026-10-22
Financial Network Wealth Advisors LLC
INCREASED12995+34+36%$109.7K$137.4K+$27.7K2026-10-28
Thompson Investment Management, Inc.
NEW126—+126——$134.2K—2026-10-14
Atwood & Palmer Inc
NEW125—+125——$133.1K—2026-10-08
Davis Capital Management
INCREASED12361+62+102%$70.4K$131.0K+$60.6K2026-10-08
Nvwm, LLC
INCREASED12251+71+139%$58.9K$129.9K+$71.1K2026-10-14
Center for Financial Planning, Inc.
INCREASED1194+115+2875%$4.6K$126.7K+$122.1K2026-10-26
Ramsey Quantitative Systems
INCREASED11740+77+193%$46.2K$124.6K+$78.4K2026-10-22
Burk Holdings LLC
INCREASED11678+38+49%$90.0K$123.6K+$33.5K2026-11-05
Burkett Financial Services, LLC
NEW112—+112——$119.3K—2026-10-01
Kozak & Associates, Inc.
INCREASED11293+19+20%$95.9K$110.0K+$14.1K2026-10-29
First Premier Bank
INCREASED108100+8+8%$115$115$02026-10-13
Luken Investment Analytics, LLC
UNCHANGED10810800%$124.7K$115.0K-$9.6K2026-11-06
Clark Wealth Partners
INCREASED10675+31+41%$86.6K$112.9K+$26.3K2026-10-19
Morton Brown Family Wealth, LLC
INCREASED10686+20+23%$99.3K$112.9K+$13.6K2026-10-23
Cranbrook Wealth Management, LLC
UNCHANGED10610600%$122.4K$112.9K-$9.5K2026-10-28
Putney Financial Group LLC
NEW105—+105——$111.8K—2026-10-30
MeadowBrook Investment Advisors LLC
INCREASED105100+5+5%$115.4K$89.9K-$25.5K2026-10-29
Cedar Mountain Advisors, LLC
INCREASED10362+41+66%$71.9K$110.0K+$38.1K2026-10-15
Birchbrook, Inc.
UNCHANGED10310300%$118.3K$109.2K-$9.1K2026-10-14
Tompkins Financial Corp
UNCHANGED10210200%$117.7K$108.6K-$9.1K2026-10-05
First Financial Corp
DECREASED100188-88-47%$217.0K$106.5K-$110.5K2026-10-13
Vermillion Wealth Management, Inc.
INCREASED10025+75+300%$29.2K$106.5K+$77.3K2026-10-26
Costello Asset Management, Inc
UNCHANGED10010000%$115.4K$106.5K-$8.9K2026-10-30
Bayban
UNCHANGED10010000%$115.4K$115.4K$02026-11-05
GoalVest Advisory LLC
DECREASED97101-4-4%$116.6K$103.3K-$13.3K2026-10-02
Boyd Watterson Asset Management LLC
UNCHANGED979700%$112.0K$103.3K-$8.7K2026-11-06
RHL Group, LLC
INCREASED8941+48+117%$47.3K$94.8K+$47.5K2026-11-04
Foster Dykema Cabot & Partners, LLC
INCREASED8647+39+83%$54.3K$91.6K+$37.3K2026-10-30
Pacifica Partners Inc.
UNCHANGED838300%$81.0K$91.1K+$10.1K2026-10-09
Jnba Financial Advisors
INCREASED7639+37+95%$45.0K$80.9K+$35.9K2026-11-03
GHP Investment Advisors, Inc.
DECREASED75199-124-62%$229.7K$79.9K-$149.8K2026-10-15
Gilpin Wealth Management, LLC
INCREASED7520+55+275%$23.1K$79.9K+$56.8K2026-10-09
Hurley Capital, LLC
INCREASED7458+16+28%$67.2K$79.1K+$11.9K2026-11-05
Elevated Capital Advisors, LLC
DECREASED72881-809-92%$1.0M$76.7K-$940.3K2026-11-04
Fairscale Capital, LLC
INCREASED7262+10+16%$71.6K$63.7K-$7.9K2026-11-04
Alta Capital Management LLC/
NEW65—+65——$69.2K—2026-10-26
Sfam, LLC
INCREASED6529+36+124%$33.5K$69.2K+$35.8K2026-11-03
CKW Financial Group
DECREASED6496-32-33%$99$70-$292026-10-29
IAG Wealth Partners, LLC
UNCHANGED626200%$71.6K$66.0K-$5.5K2026-11-06
KFG LLC
NEW61—+61——$65.0K—2026-11-02
Private Wealth Management Group, LLC
INCREASED6057+3+5%$65.8K$63.9K-$1.9K2026-10-19
Princeton Global Asset Management LLC
UNCHANGED555500%$63.5K$58.6K-$4.9K2026-10-21
Country Trust Bank
INCREASED5029+21+72%$33.5K$53.3K+$19.8K2026-10-30
NorthAvenue LLC
UNCHANGED505000%$57.7K$53.3K-$4.5K2026-10-29
Moisand Fitzgerald Tamayo, LLC
NEW49—+49——$52.2K—2026-10-15
Quaker Wealth Management, LLC
INCREASED4847+1+2%$54.3K$51.1K-$3.1K2026-10-22
Three Bridge Wealth Advisors, LLC
NEW46—+46——$49.0K—2026-11-05
Downshift Financial, LLC
INCREASED4540+5+13%$46.2K$47.9K+$1.8K2026-10-13
Caitong International Asset Management Co., Ltd
INCREASED446+38+633%$6.9K$46.9K+$39.9K2026-10-29
Glynn Capital Management LLC
DECREASED4462-18-29%$71.6K$46.9K-$24.7K2026-10-07
Bfsg, LLC
INCREASED412+39+1950%$2.3K$43.7K+$41.4K2026-10-30
Winthrop Capital Management, LLC
UNCHANGED383800%$43$40.0K+$40.0K2026-11-05
United Financial Planning Group LLC
UNCHANGED363600%$41.6K$38.3K-$3.2K2026-11-04
PayPay Securities Corp
INCREASED3527+8+30%$31.2K$37.3K+$6.1K2026-10-27
Montgomery Financial Services LLC
UNCHANGED333300%$38.1K$35.1K-$2.9K2026-11-03
William B. Walkup & Associates, Inc.
UNCHANGED303000%$35.3K$32.5K-$2.7K2026-11-05
Steph & Co
NEW29—+29——$30.9K—2026-10-07
Aventus Investment Advisors, Inc.
NEW28—+28——$29.8K—2026-10-09
Entrust Financial LLC
INCREASED2718+9+50%$20.8K$28.8K+$8.0K2026-11-04
Kroeger Financial Partners
UNCHANGED272700%$31.2K$28.8K-$2.4K2026-10-19
Harbor Asset Planning, Inc.
UNCHANGED242400%$27.7K$25.6K-$2.1K2026-10-23
Maseco LLP
NEW22—+22——$23.5K—2026-10-27
Networth Advisors, LLC
UNCHANGED212100%$24.2K$22.4K-$1.9K2026-11-03
WestEnd Advisors, LLC
UNCHANGED212100%$24.2K$22.4K-$1.9K2026-10-27
First Bancorp, Inc
NEW20—+20——$21.3K—2026-10-26
Blueline Advisors LLC
NEW20—+20——$21.3K—2026-10-15
Miller Wealth Advisors, LLC
UNCHANGED202000%$23.1K$21.3K-$1.8K2026-11-02
Essential Investment Partners LLC
INCREASED181+17+1700%$1.2K$19.2K+$18.0K2026-10-27
Breakwater Investment Management
INCREASED188+10+125%$9.2K$19.2K+$9.9K2026-10-20
Plante Moran Financial Advisors, LLC
DECREASED17192-175-91%$221.6K$18.1K-$203.5K2026-11-04
Kimelman & Baird, LLC
NEW16—+16——$17.0K—2026-11-03
Capital CS Group, LLC
NEW16—+16——$17.1K—2026-10-29
Laurion Capital Management LP
NEW15—+15——$16.0K—2026-10-30
Mascoma Wealth Management LLC
UNCHANGED151500%$17.3K$16.0K-$1.3K2026-10-23
Ashurst Perkins Coie Trust Co
NEW14—+14——$14.9K—2026-10-15
Birchwood Financial Partners, Inc.
NEW14—+14——$14.9K—2026-11-02
Align Financial, LLC
INCREASED145+9+180%$5.8K$14.9K+$9.1K2026-10-16
Sherman Asset Management, Inc.
DECREASED1415-1-7%$17.3K$14.9K-$2.4K2026-11-05
Navigoe, LLC
UNCHANGED141400%$16.0K$14-$16.0K2026-11-04
Phillip James Consulting Co.
UNCHANGED131300%$15.0K$13.8K-$1.2K2026-11-03
Atlantic Edge Private Wealth Management, LLC
DECREASED1120-9-45%$22.7K$11.7K-$11.0K2026-10-20
Banque de Luxembourg S.A.
NEW10—+10——$10.7K—2026-10-14
Madden Securities Corp
NEW10—+10——$10.7K—2026-10-27
MTM Investment Management, LLC
NEW10—+10——$10.7K—2026-10-30
Berbice Capital Management LLC
NEW10—+10——$10.7K—2026-10-13
Tsfg, LLC
DECREASED10240-230-96%$277.0K$11-$277.0K2026-10-23
Strategic Advocates LLC
DECREASED1013-3-23%$15.0K$10.7K-$4.4K2026-11-03
Eukles Asset Management
UNCHANGED101000%$11.5K$10.7K-$8922026-11-04
Maryland Capital Advisors Inc.
UNCHANGED101000%$11.5K$10.7K-$8922026-10-15
POM Investment Strategies, LLC
DECREASED712-5-42%$13.9K$7.5K-$6.4K2026-10-20
Kentucky Trust Co
UNCHANGED6600%$6.9K$6.4K-$5352026-10-15
Intelligent Financial Strategies
NEW5—+5——$5.3K—2026-10-16
Security National Bank
INCREASED52+3+150%$2.3K$5.3K+$3.0K2026-10-26
Miller Global Investments, LLC
UNCHANGED5500%$5.8K$5.3K-$4452026-10-02
Clayton Financial Group LLC
NEW4—+4——$4.3K—2026-10-13
Nvest Wealth Strategies, Inc.
INCREASED42+2+100%$2.3K$4.3K+$2.0K2026-10-14
Chapman Financial Group, LLC
NEW3—+3——$3.2K—2026-10-26
3 Factor Indexing, LLC
UNCHANGED3300%$3.5K$3.2K-$2672026-10-15
McCarley & Cook Financial Planners
NEW2—+2——$2.1K—2026-10-21
Farmers & Merchants Trust Co of Chambersburg PA
NEW2—+2——$2—2026-10-14
Monetary Solutions, Ltd
NEW2—+2——$2.1K—2026-10-22
RMG Wealth Management LLC
UNCHANGED2200%$1.8K$1.7K-$962026-10-26
DB Fitzpatrick & Co, Inc
UNCHANGED2200%$2.3K$2.1K-$1792026-10-19
CrossGen Wealth, LLC
NEW1—+1——$1.1K—2026-10-30
Valliance Asset Management Ltd
CLOSED0163,980-163,980-100%$189.3M$0-$189.3M2026-10-23
Todd Asset Management LLC
CLOSED061,527-61,527-100%$71.0M$0-$71.0M2026-10-27
Simplex Trading, LLC
CLOSED052,682-52,682-100%$60.8M$0-$60.8M2026-11-04
Formuepleje A/S
CLOSED051,006-51,006-100%$58.9M$0-$58.9M2026-10-15
Steadview Capital Management LLC
CLOSED024,245-24,245-100%$28.0M$0-$28.0M2026-10-28
Lockheed Martin Investment Management Co
CLOSED023,700-23,700-100%$27.4M$0-$27.4M2026-11-04
Herald Investment Management Ltd
CLOSED018,100-18,100-100%$20.8M$0-$20.8M2026-10-05
Matthews International Capital Management LLC
CLOSED016,950-16,950-100%$19.6M$0-$19.6M2026-11-04
Mirae Asset Securities (USA) Inc.
CLOSED010,034-10,034-100%$11.6M$0-$11.6M2026-10-15
Dara Capital US, Inc.
CLOSED09,105-9,105-100%$10.5M$0-$10.5M2026-10-29
RWQ Financial Management Services, Inc.
CLOSED08,265-8,265-100%$9.5M$0-$9.5M2026-10-19
TB Alternative Assets Ltd.
CLOSED05,280-5,280-100%$6.1M$0-$6.1M2026-10-16
Privium Fund Management (UK) Ltd
CLOSED04,200-4,200-100%$4.8M$0-$4.8M2026-10-30
Verde Servicos Internacionais S.A.
CLOSED03,700-3,700-100%$4.3M$0-$4.3M2026-10-26
Ayrshire Capital Management LLC
CLOSED02,257-2,257-100%$2.6M$0-$2.6M2026-10-20
Twin Peaks Capital Ltd
CLOSED02,000-2,000-100%$2.3M$0-$2.3M2026-11-03
Miura Global Management, LLC
CLOSED02,000-2,000-100%$2.3M$0-$2.3M2026-10-05
Stableford Capital II LLC
CLOSED01,788-1,788-100%$2.1M$0-$2.1M2026-10-09
Cannon Advisors, Inc.
CLOSED0975-975-100%$958.5K$0-$958.5K2026-10-14
CogentBlue Wealth Advisors, LLC
CLOSED0947-947-100%$1.1M$0-$1.1M2026-10-09
Connective Portfolio Management, LLC
CLOSED0910-910-100%$1.1M$0-$1.1M2026-10-22
Balentine LLC
CLOSED0897-897-100%$1.0M$0-$1.0M2026-11-03
Capstone Capital Management Ltd
CLOSED0867-867-100%$1.0M$0-$1.0M2026-10-21
Quattro Financial Advisors LLC
CLOSED0822-822-100%$948.8K$0-$948.8K2026-10-15
Cynosure Group, LLC
CLOSED0809-809-100%$933.8K$0-$933.8K2026-11-03
MJT & Associates Financial Advisory Group, Inc.
CLOSED0709-709-100%$817.7K$0-$817.7K2026-10-07
LifeSteps Financial, Inc.
CLOSED0592-592-100%$683.3K$0-$683.3K2026-10-15
Argos Wealth Advisors, LLC
CLOSED0552-552-100%$637.2K$0-$637.2K2026-11-02
Sage Mountain Advisors LLC
CLOSED0517-517-100%$596.8K$0-$596.8K2026-11-02
Spectrum Strategic Capital Management, LLC
CLOSED0494-494-100%$570.2K$0-$570.2K2026-10-22
Bourgeon Capital Management LLC
CLOSED0488-488-100%$563.3K$0-$563.3K2026-10-19
Tabr Capital Management, LLC
CLOSED0447-447-100%$516.1K$0-$516.1K2026-10-20
Viewpoint Investment Partners Corp
CLOSED0400-400-100%$617.8K$0-$617.8K2026-10-26
FDx Advisors, Inc.
CLOSED0380-380-100%$439.0K$0-$439.0K2026-11-05
Verus Wealth Management, LLC
CLOSED0339-339-100%$391.3K$0-$391.3K2026-10-13
Hennessy Advisors Inc
CLOSED0330-330-100%$380.9K$0-$380.9K2026-10-28
46 Peaks LLC
CLOSED0320-320-100%$369.4K$0-$369.4K2026-11-03
Kelleher Financial Advisors
CLOSED0312-312-100%$360.1K$0-$360.1K2026-10-30
Axim Planning & Wealth
CLOSED0301-301-100%$347.4K$0-$347.4K2026-10-28
Berkeley, Inc
CLOSED0300-300-100%$346.3K$0-$346.3K2026-10-20
Hartline Investment Corp/
CLOSED0282-282-100%$325.5K$0-$325.5K2026-10-29
J2 Capital Management Inc
CLOSED0272-272-100%$314.0K$0-$314.0K2026-10-19
Well Done, LLC
CLOSED0268-268-100%$309.4K$0-$309.4K2026-10-20
Summa Corp.
CLOSED0265-265-100%$305.9K$0-$305.9K2026-10-30
Quantify Chaos Advisors, LLC
CLOSED0264-264-100%$304.7K$0-$304.7K2026-11-04
Good Steward Wealth Advisors,LLC
CLOSED0258-258-100%$297.8K$0-$297.8K2026-11-06
Argyle Capital Partners, LLC
CLOSED0256-256-100%$295.5K$0-$295.5K2026-10-23
Breachway Investments LLC
CLOSED0225-225-100%$259.7K$0-$259.7K2026-10-19
BankPlus Wealth Management LLC
CLOSED0213-213-100%$245.2K$0-$245.2K2026-10-13
Bonfire Financial
CLOSED0211-211-100%$243.3K$0-$243.3K2026-11-06
SP Asset Management LLC
CLOSED0209-209-100%$240.8K$0-$240.8K2026-11-05
Montgomery Investment Management Inc
CLOSED0209-209-100%$241.3K$0-$241.3K2026-10-26
Integrated Capital Management, LLC
CLOSED0202-202-100%$233.6K$0-$233.6K2026-10-23
James Investment Research, Inc.
CLOSED0200-200-100%$230.4K$0-$230.4K2026-10-22
Christian Investment Advisors, Inc.
CLOSED0200-200-100%$230.9K$0-$230.9K2026-11-03
Tannin Capital LLC
CLOSED0197-197-100%$227.4K$0-$227.4K2026-11-05
Hudson Oak Wealth Advisory LLC
CLOSED0197-197-100%$227.4K$0-$227.4K2026-10-16
Collaborative Capital Advisors LLC
CLOSED0196-196-100%$226.2K$0-$226.2K2026-11-06
Elco Management Co., LLC
CLOSED0195-195-100%$225.1K$0-$225.1K2026-10-14
Titan Investment Management LLC
CLOSED0194-194-100%$223.9K$0-$223.9K2026-10-22
Lauterbach Financial Advisors, LLC
CLOSED0187-187-100%$215.9K$0-$215.9K2026-10-21
Legacy Edge Advisors, LLC
CLOSED0187-187-100%$216.3K$0-$216.3K2026-11-06
CGN Advisors LLC
CLOSED0187-187-100%$215.9K$0-$215.9K2026-10-21
GEM Asset Management, LLC
CLOSED0184-184-100%$212.4K$0-$212.4K2026-10-13
Heritage Investment Group, Inc.
CLOSED0183-183-100%$211.5K$0-$211.5K2026-11-03
MPS Loria Financial Planners, LLC
CLOSED0182-182-100%$210.1K$0-$210.1K2026-10-14
Blue Capital, Inc.
CLOSED0182-182-100%$210.1K$0-$210.1K2026-10-13
Vannoy Advisory Group, Inc.
CLOSED0182-182-100%$210.1K$0-$210.1K2026-10-13
Jacobs & Co
CLOSED0178-178-100%$205$0-$2052026-10-09
Johnson Bixby & Associates, LLC
CLOSED0177-177-100%$204.3K$0-$204.3K2026-10-14
Commerce Advisors, LLC
CLOSED0176-176-100%$203.2K$0-$203.2K2026-10-19
Grandfield & Dodd, LLC
CLOSED0174-174-100%$200.8K$0-$200.8K2026-10-29
Spectrum Wealth Advisory Group, LLC
CLOSED0174-174-100%$200.9K$0-$200.9K2026-10-29
Northside Capital Management, LLC
CLOSED0174-174-100%$202.0K$0-$202.0K2026-10-13
Midway Capital Research & Management
CLOSED0100-100-100%$115.4K$0-$115.4K2026-10-20
Lavelle Capital LP
CLOSED057-57-100%$65.8K$0-$65.8K2026-11-03
Sims Investment Management, LLC
CLOSED040-40-100%$46.2K$0-$46.2K2026-10-13
Merrithew & Thorsten Inc
CLOSED034-34-100%$39.0K$0-$39.0K2026-11-06
Strategic Wealth Advisors LLC
CLOSED034-34-100%$9$0-$92026-11-06
Vima LLC
CLOSED033-33-100%$38.1K$0-$38.1K2026-10-23
Bullseye Investment Management, LLC
CLOSED023-23-100%$26.5K$0-$26.5K2026-10-29
Whipplewood Advisors, LLC
CLOSED011-11-100%$12.7K$0-$12.7K2026-10-20
Halbert Hargrove Global Advisors, LLC
CLOSED011-11-100%$13.3K$0-$13.3K2026-10-16
Commonwealth Retirement Investments LLC
CLOSED010-10-100%$11.5K$0-$11.5K2026-10-26
Evolution Advisers, Inc.
CLOSED05-5-100%$5$0-$52026-11-06
Islay Capital Management, LLC
CLOSED02-2-100%$2.3K$0-$2.3K2026-10-20
Prairie Wealth Advisors, Inc.
UNCHANGED000—$910.7K$992.7K+$81.9K2026-10-29
Illumine Investment Management, LLC
UNCHANGED000—$377.5K$335.5K-$41.9K2026-10-22
BlackRock, Inc.
N/A—104,827,219-104,827,219-100%$121.0B———
Vanguard Capital Management LLC
N/A—73,659,544-73,659,544-100%$85.0B———
State Street Corp
N/A—50,075,870-50,075,870-100%$57.8B———
Invesco Ltd.
N/A—36,315,240-36,315,240-100%$41.9B———
Capital World Investors
N/A—29,469,646-29,469,646-100%$34.0B———
FMR LLC
N/A—26,718,869-26,718,869-100%$30.8B———
JPMorgan Chase & Co
N/A—25,836,011-25,836,011-100%$29.6B———
Vanguard Portfolio Management LLC
N/A—24,662,080-24,662,080-100%$28.5B———
Primecap Management Co
N/A—19,217,236-19,217,236-100%$22.2B———
Morgan Stanley
N/A—18,470,449-18,470,449-100%$21.3B———
Goldman Sachs Group Inc
N/A—18,088,606-18,088,606-100%$20.9B———
Norges Bank
N/A—15,180,843-15,180,843-100%$17.5B———
Price T Rowe Associates Inc
N/A—14,165,845-14,165,845-100%$16.4B———
Northern Trust Corp
N/A—10,808,359-10,808,359-100%$12.5B———
Capital International Investors
N/A—10,384,128-10,384,128-100%$12.0B———
Bank of America Corp
N/A—10,174,757-10,174,757-100%$11.7B———
UBS Asset Management Americas LLC
N/A—8,898,442-8,898,442-100%$10.3B———
SG Americas Securities, LLC
N/A—8,668,489-8,668,489-100%$10.0B———
BNP Paribas Financial Markets
N/A—8,099,974-8,099,974-100%$9.3B———
Legal & General Group Plc
N/A—7,279,274-7,279,274-100%$8.4B———
Charles Schwab Investment Management Inc
N/A—6,966,392-6,966,392-100%$8.0B———
Vanguard Fiduciary Trust Co
N/A—6,480,515-6,480,515-100%$7.5B———
UBS Group AG
N/A—6,091,903-6,091,903-100%$7.0B———
Wellington Management Group LLP
N/A—5,045,141-5,045,141-100%$5.8B———
Situational Awareness LP
N/A—4,828,786-4,828,786-100%$5.6B———
Van Eck Associates Corp
N/A—4,815,648-4,815,648-100%$5.6B———
HSBC Holdings PLC
N/A—4,807,719-4,807,719-100%$5.6B———
Ameriprise Financial Inc
N/A—4,342,591-4,342,591-100%$5.0B———
Nuveen, LLC
N/A—3,953,354-3,953,354-100%$4.6B———
AQR Capital Management LLC
N/A—3,833,728-3,833,728-100%$4.4B———
Capital Research Global Investors
N/A—3,827,473-3,827,473-100%$4.4B———
Franklin Resources Inc
N/A—3,634,769-3,634,769-100%$4.2B———
Nomura Holdings Inc
N/A—3,407,122-3,407,122-100%$3.9B———
Royal Bank of Canada
N/A—3,347,057-3,347,057-100%$3.9B———
Alliancebernstein L.P.
N/A—3,340,836-3,340,836-100%$1.1B———
Canada Pension Plan Investment Board
N/A—3,258,485-3,258,485-100%$3.8B———
National Bank of Canada
N/A—3,246,052-3,246,052-100%$3.7B———
Swiss National Bank
N/A—3,180,740-3,180,740-100%$3.7B———
Coatue Management LLC
N/A—3,142,269-3,142,269-100%$3.6B———
Rafferty Asset Management, LLC
N/A—3,081,122-3,081,122-100%$3.6B———
Jupiter Topco LLC
N/A—3,055,874-3,055,874-100%$3.5B———
National Pension Service
N/A—2,886,160-2,886,160-100%$3.3B———
Wells Fargo & Company
N/A—2,851,067-2,851,067-100%$3.3B———
Susquehanna International Group, LLP
N/A—2,845,862-2,845,862-100%$3.3B———
California Public Employees Retirement System
N/A—2,531,035-2,531,035-100%$2.9B———
Vanguard Global Advisers, LLC
N/A—2,436,338-2,436,338-100%$2.8B———
Voya Investment Management LLC
N/A—2,281,147-2,281,147-100%$2.6B———
Bank of Montreal
N/A—2,194,001-2,194,001-100%$2.5B———
Vanguard Asset Management, Ltd
N/A—2,193,476-2,193,476-100%$2.5B———
American Century Companies Inc
N/A—2,121,016-2,121,016-100%$2.4B———
Rhumbline Advisers
N/A—1,966,447-1,966,447-100%$2.3B———
Nordea Investment Management AB
N/A—1,912,747-1,912,747-100%$2.2B———
California State Teachers Retirement System
N/A—1,713,394-1,713,394-100%$2.0B———
Mirae Asset Global Etfs Holdings Ltd.
N/A—1,688,116-1,688,116-100%$1.9B———
APG Asset Management N.V.
N/A—1,445,196-1,445,196-100%$1.5B———
Allianz Asset Management GmbH
N/A—1,414,408-1,414,408-100%$1.6B———
Massachusetts Financial Services Co
N/A—1,356,814-1,356,814-100%$1.6B———
Marshall Wace, LLP
N/A—1,348,718-1,348,718-100%$1.6B———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—1,334,704-1,334,704-100%$1.5B———
Raymond James Financial Inc
N/A—1,313,149-1,313,149-100%$1.5B———
Polar Capital Holdings Plc
N/A—1,220,456-1,220,456-100%$1.4B———
Nomura Asset Management Co LTD
N/A—1,213,224-1,213,224-100%$1.4B———
Boston Partners
N/A—1,202,381-1,202,381-100%$1.4B———
Toronto Dominion Bank
N/A—1,181,603-1,181,603-100%$1.4B———
First Trust Advisors LP
N/A—1,148,631-1,148,631-100%$1.3B———
New York State Common Retirement Fund
N/A—1,140,671-1,140,671-100%$1.3B———
Ensign Peak Advisors, Inc
N/A—1,138,179-1,138,179-100%$1.3B———
Acadian Asset Management LLC
N/A—1,134,239-1,134,239-100%$1.3B———
T. Rowe Price Investment Management, Inc.
N/A—1,103,546-1,103,546-100%$1.3B———
Victory Capital Management Inc
N/A—1,090,355-1,090,355-100%$1.3B———
BNP Paribas Asset Management Holding S.A.
N/A—1,047,128-1,047,128-100%$1.2B———
Aviva PLC
N/A—1,034,826-1,034,826-100%$1.2B———
Adage Capital Partners GP, L.L.C.
N/A—1,034,103-1,034,103-100%$1.2B———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—1,024,475-1,024,475-100%$1.2B———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—986,674-986,674-100%$1.1B———
Prudential Financial Inc
N/A—979,987-979,987-100%$1.1B———
State Board of Administration of Florida Retirement System
N/A—975,163-975,163-100%$1.1B———
Appaloosa LP
N/A—975,000-975,000-100%$1.1B———
Manufacturers Life Insurance Company, the
N/A—959,599-959,599-100%$1.1B———
Natixis Advisors, LLC
N/A—956,863-956,863-100%$1.1B———
Mariner, LLC
N/A—945,793-945,793-100%$1.1B———
Danske Bank A/S
N/A—911,561-911,561-100%$1.1B———
Neuberger Berman Group LLC
N/A—909,205-909,205-100%$1.0B———
Royal London Asset Management LTD
N/A—895,924-895,924-100%$1.0B———
Canada Life Assurance Co
N/A—892,516-892,516-100%$1.0B———
Employees Provident Fund Board
N/A—878,000-878,000-100%$1.0B———
CIBC Bancorp USA Inc.
N/A—864,809-864,809-100%$998.3M———
SEI Investments Co
N/A—859,005-859,005-100%$991.5M———
Schroder Investment Management Group
N/A—847,609-847,609-100%$978.4M———
Korea Investment Corp
N/A—819,568-819,568-100%$946.0M———
Capitolis Liquid Global Markets LLC
N/A—806,766-806,766-100%$931.2M———
Evergreen Quality Fund GP, Ltd.
N/A—796,407-796,407-100%$919.3M———
TD Asset Management Inc
N/A—788,373-788,373-100%$910.0M———
D. E. Shaw & Co., Inc.
N/A—768,773-768,773-100%$887.4M———
Envestnet Asset Management Inc
N/A—756,236-756,236-100%$872.9M———
Bank of Nova Scotia
N/A—755,064-755,064-100%$871.6M———
Qube Research & Technologies Ltd
N/A—754,752-754,752-100%$871.0M———
Weiss Asset Management LP
N/A—743,769-743,769-100%$858.5M———
Value Aligned Research Advisors, LLC
N/A—733,007-733,007-100%$846.1M———
Quantinno Capital Management LP
N/A—719,073-719,073-100%$830.0M———
Atreides Management, LP
N/A—711,364-711,364-100%$821.1M———
Jane Street Group, LLC
N/A—699,000-699,000-100%$806.8M———
Optiver Holding B.V.
N/A—696,131-696,131-100%$803.5M———
Federated Hermes, Inc.
N/A—691,290-691,290-100%$797.9M———
Jacobs Levy Equity Management, Inc
N/A—655,543-655,543-100%$756.7M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—640,149-640,149-100%$738.9M———
Menora Mivtachim Holdings Ltd.
N/A—638,650-638,650-100%$737.2M———
Handelsbanken Fonder AB
N/A—630,685-630,685-100%$728.0K———
Trivest Advisors Ltd
N/A—604,700-604,700-100%$698.0M———
State of Wisconsin Investment Board
N/A—601,531-601,531-100%$694.3M———
Citadel Advisors LLC
N/A—600,523-600,523-100%$693.2M———
Storebrand Asset Management AS
N/A—598,496-598,496-100%$690.8M———
Axiom Investors LLC
N/A—589,089-589,089-100%$680.0M———
Public Employees Retirement Association of Colorado
N/A—587,628-587,628-100%$678.3M———
Treasurer of the State of North Carolina
N/A—584,404-584,404-100%$674.6M———
Vanguard Investments Australia, Ltd.
N/A—577,167-577,167-100%$666.2M———
Panagora Asset Management Inc
N/A—573,446-573,446-100%$661.9M———
Mitsubishi UFJ Trust & Banking Corp
N/A—572,850-572,850-100%$661.2M———
Schonfeld Strategic Advisors LLC
N/A—568,043-568,043-100%$655.7M———
Lazard Asset Management LLC
N/A—563,544-563,544-100%$650.5M———
Winslow Capital Management, LLC
N/A—559,488-559,488-100%$645.8M———
Chevy Chase Trust Holdings, LLC
N/A—550,116-550,116-100%$635.0M———
Jones Financial Companies Lllp
N/A—535,824-535,824-100%$606.8M———
Two Sigma Investments, LP
N/A—535,173-535,173-100%$617.7M———
Caisse de Depot ET Placement DU Quebec
N/A—531,635-531,635-100%$613.7M———
Jennison Associates LLC
N/A—529,195-529,195-100%$610.8M———
Sands Capital Management, LLC
N/A—526,810-526,810-100%$608.1M———
AustralianSuper Pty Ltd
N/A—519,339-519,339-100%$599.5M———
Credit Agricole S A
N/A—518,547-518,547-100%$598.6M———
Millennium Management LLC
N/A—517,125-517,125-100%$596.9M———
Saudi Central Bank
N/A—487,488-487,488-100%$438.0M———
ING Groep NV
N/A—475,019-475,019-100%$548.3M———
Jericho Capital Asset Management L.P.
N/A—466,943-466,943-100%$539.0M———
KLP Kapitalforvaltning AS
N/A—462,285-462,285-100%$533.6M———
Blue Sparrow, LLC
N/A—462,199-462,199-100%$533.5M———
Man Group plc
N/A—461,926-461,926-100%$533.2M———
Guggenheim Capital LLC
N/A—460,384-460,384-100%$531.4M———
Public Sector Pension Investment Board
N/A—460,028-460,028-100%$531.0M———
Public Employees Retirement System of Ohio
N/A—458,657-458,657-100%$529.4M———
Worldquant Millennium Advisors LLC
N/A—454,161-454,161-100%$524.2M———
Nissay Asset Management Corp N
N/A—452,809-452,809-100%$522.7M———
Cetera Investment Advisers
N/A—449,684-449,684-100%$519.1M———
HighTower Advisors, LLC
N/A—435,432-435,432-100%$502.6M———
Squarepoint Ops LLC
N/A—435,174-435,174-100%$502.3M———
Groupama Asset Managment
N/A—433,792-433,792-100%$497.2M———
Macquarie Group LTD
N/A—432,765-432,765-100%$499.5M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—432,744-432,744-100%$499.5M———
Clearbridge Investments, LLC
N/A—428,314-428,314-100%$494.4M———
Tidal Investments LLC
N/A—423,546-423,546-100%$488.9M———
Nomura Asset Management International Inc.
N/A—423,420-423,420-100%$488.7M———
Tredje Ap-fonden
N/A—417,711-417,711-100%$482.2M———
Bessemer Group Inc
N/A—403,732-403,732-100%$466.0M———
Banco Santander, S.A.
N/A—403,459-403,459-100%$465.7M———
Teacher Retirement System of Texas
N/A—398,575-398,575-100%$460.1M———
Mercer Global Advisors Inc
N/A—397,223-397,223-100%$458.5M———
State of Tennessee, Department of Treasury
N/A—387,321-387,321-100%$447.1M———
Focus Partners Wealth
N/A—383,743-383,743-100%$442.7M———
Rockefeller Capital Management L.P.
N/A—360,839-360,839-100%$416.5M———
TCW Group Inc
N/A—355,332-355,332-100%$410.2M———
Stifel Financial Corp
N/A—348,167-348,167-100%$401.9M———
Osaic Holdings, Inc.
N/A—347,050-347,050-100%$400.7M———
Omers Administration Corp
N/A—343,820-343,820-100%$396.9M———
HRT Financial LP
N/A—333,977-333,977-100%$385.5M———
Cable Car Capital, LPA
N/A—332,200-332,200-100%$383.5M———
Tudor Investment Corp ET AL
N/A—331,391-331,391-100%$382.5M———
CI Investments Inc.
N/A—319,985-319,985-100%$369.4M———
Resona Asset Management Co.,Ltd.
N/A—318,024-318,024-100%$366.5M———
Blair William & Co
N/A—315,878-315,878-100%$364.6M———
Point72 Asset Management, L.P.
N/A—311,683-311,683-100%$359.8M———
DnB Asset Management AS
N/A—304,537-304,537-100%$351.5M———
MetLife Investment Management, LLC
N/A—302,272-302,272-100%$348.9M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—294,483-294,483-100%$339.5M———
Arrowstreet Capital, Limited Partnership
N/A—290,971-290,971-100%$335.9M———
Cerity Partners LLC
N/A—288,481-288,481-100%$332.9M———
LOS Angeles Capital Management LLC
N/A—287,699-287,699-100%$332.1M———
Empowered Funds, LLC
N/A—275,818-275,818-100%$318.4M———
Woodline Partners LP
N/A—274,693-274,693-100%$317.1M———
Anther Capital Ltd
N/A—272,408-272,408-100%$314.4M———
Fred Alger Management, LLC
N/A—267,881-267,881-100%$309.2M———
Lansforsakringar Fondforvaltning AB (publ)
N/A—259,095-259,095-100%$299.1M———
Mufg Securities Emea plc
N/A—257,239-257,239-100%$296.9M———
Vinva Investment Management Ltd
N/A—254,244-254,244-100%$291.2M———
AE Wealth Management LLC
N/A—254,095-254,095-100%$293.3M———
Lord, Abbett & Co. LLC
N/A—253,579-253,579-100%$292.7M———
Migdal Insurance & Financial Holdings Ltd.
N/A—253,106-253,106-100%$292.2M———
IEQ Capital, LLC
N/A—251,329-251,329-100%$290.1M———
Capstone Investment Advisors, LLC
N/A—230,359-230,359-100%$265.9M———
Westfield Capital Management Co LP
N/A—228,203-228,203-100%$263.4M———
O'shaughnessy Asset Management, LLC
N/A—225,571-225,571-100%$260.4M———
CIBC World Market Inc.
N/A—224,592-224,592-100%$259.2M———
Pacer Advisors, Inc.
N/A—224,073-224,073-100%$258.6M———
Capital International, Inc.
N/A—221,600-221,600-100%$255.8M———
Baird Financial Group, Inc.
N/A—218,749-218,749-100%$252.5M———
QRG Capital Management, Inc.
N/A—216,617-216,617-100%$250.0M———
NewEdge Advisors, LLC
N/A—214,739-214,739-100%$247.9M———
&partners
N/A—214,598-214,598-100%$248.6M———
Renaissance Technologies LLC
N/A—211,580-211,580-100%$244.2M———
Altimeter Capital Management, LP
N/A—209,520-209,520-100%$241.8M———
Life Cycle Investment Partners Ltd
N/A—207,664-207,664-100%$239.7M———
Zurich Insurance Group Ltd
N/A—206,118-206,118-100%$237.9M———
USS Investment Management Ltd
N/A—204,848-204,848-100%$235.8M———
Jupiter Asset Management LTD
N/A—204,104-204,104-100%$235.6M———
Teachers Retirement System of the State of Kentucky
N/A—202,775-202,775-100%$234.1M———
Gilder Gagnon Howe & Co LLC
N/A—201,645-201,645-100%$232.8M———
Mediolanum International Funds Ltd
N/A—199,270-199,270-100%$228.2M———
Vident Advisory, LLC
N/A—198,635-198,635-100%$229.3M———
Trexquant Investment LP
N/A—195,109-195,109-100%$225.2M———
Artisan Partners Limited Partnership
N/A—186,067-186,067-100%$214.8M———
WS Management Lllp
N/A—184,025-184,025-100%$212.4M———
Wealthfront Advisers LLC
N/A—183,867-183,867-100%$212.2M———
BIT Capital GmbH
N/A—183,294-183,294-100%$211.6M———
Vanguard Personalized Indexing Management, LLC
N/A—180,196-180,196-100%$208.0M———
Erste Asset Management GmbH
N/A—179,762-179,762-100%$206.1M———
Capital International Sarl
N/A—176,216-176,216-100%$203.4M———
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
N/A—173,121-173,121-100%$199.8M———
FIL Ltd
N/A—171,223-171,223-100%$197.6M———
Utah Retirement Systems
N/A—171,152-171,152-100%$197.6M———
Andra Ap-fonden
N/A—169,962-169,962-100%$196.2M———
Outlook Capital Management, LLC
N/A—169,848-169,848-100%$196.1M———
Police & Firemen's Retirement System of New Jersey
N/A—169,076-169,076-100%$195.2M———
British Columbia Investment Management Corp
N/A—169,072-169,072-100%$195.2M———
Atalanta Sosnoff Capital, LLC
N/A—168,134-168,134-100%$194.1M———
Pathstone Holdings, LLC
N/A—162,815-162,815-100%$188.3M———
Pinebridge Investments LLC
N/A—162,767-162,767-100%$187.9M———
Northwestern Mutual Wealth Management Co
N/A—162,547-162,547-100%$187.6M———
Shelton Capital Management
N/A—162,257-162,257-100%$187.3M———
Ilmarinen Mutual Pension Insurance Co
N/A—160,806-160,806-100%$185.6M———
Federation des caisses Desjardins du Quebec
N/A—159,109-159,109-100%$183.6M———
Prudential PLC
N/A—152,346-152,346-100%$175.9M———
Marsico Capital Management LLC
N/A—152,017-152,017-100%$175.5M———
Janney Montgomery Scott LLC
N/A—141,607-141,607-100%$163.5M———
1832 Asset Management L.P.
N/A—141,535-141,535-100%$163.4M———
Sculptor Capital LP
N/A—140,000-140,000-100%$161.6M———
MML Investors Services, LLC
N/A—138,520-138,520-100%$159.9M———
Varma Mutual Pension Insurance Co
N/A—138,071-138,071-100%$159.4M———
Voloridge Investment Management, LLC
N/A—138,049-138,049-100%$159.3M———
CTC LLC
N/A—137,820-137,820-100%$159.1M———
Verition Fund Management LLC
N/A—136,773-136,773-100%$157.9M———
Crosslink Capital Inc
N/A—136,205-136,205-100%$157.2M———
Cornerstone Investment Partners, LLC
N/A—134,961-134,961-100%$155.8M———
Pinnacle Financial Partners, Inc.
N/A—134,862-134,862-100%$155.7M———
NWI Management LP
N/A—134,400-134,400-100%$155.1M———
Step Capital Management Pte. Ltd.
N/A—132,500-132,500-100%$152.9M———
Gendell Jeffrey L
N/A—130,000-130,000-100%$150.1M———
Harvest Fund Management Co., Ltd
N/A—127,914-127,914-100%$147.2M———
Gotham Asset Management, LLC
N/A—127,169-127,169-100%$146.8M———
Danica Pension, Livsforsikringsaktieselskab
N/A—125,898-125,898-100%$145.3M———
Ursa Fund Management, LLC
N/A—125,000-125,000-100%$144.3M———
Flputnam Investment Management Co
N/A—120,096-120,096-100%$138.6M———
Analog Century Management LP
N/A—119,129-119,129-100%$137.5M———
Marex Group Ltd
N/A—118,678-118,678-100%$137.0M———
E Fund Management Co., Ltd.
N/A—118,220-118,220-100%$136.5M———
Intech Investment Management LLC
N/A—118,034-118,034-100%$136.2M———
Bridgewater Associates, LP
N/A—116,666-116,666-100%$134.7M———
Trybe Capital Management LP
N/A—116,359-116,359-100%$134.3M———
Employees Retirement System of Texas
N/A—115,273-115,273-100%$133.1M———
Hamilton Capital Partners Inc.
N/A—114,949-114,949-100%$132.7M———
Investment Management Corp of Ontario
N/A—113,368-113,368-100%$130.9M———
First Financial Bankshares Inc
N/A—112,800-112,800-100%$130.2M———
Main Street Research LLC
N/A—108,636-108,636-100%$125.4M———
Allstate Corp
N/A—107,578-107,578-100%$124.2M———
Walleye Capital LLC
N/A—106,659-106,659-100%$123.1M———
Milford Funds LTD
N/A—106,516-106,516-100%$123.0M———
Norinchukin Bank, The
N/A—105,306-105,306-100%$121.6M———
Horizon Investments, LLC
N/A—103,928-103,928-100%$119.9M———
Waverly Advisors, LLC
N/A—102,693-102,693-100%$118.5M———
LGT Group Foundation
N/A—102,080-102,080-100%$117.8M———
Clark Capital Management Group, Inc.
N/A—101,874-101,874-100%$117.6M———
Alberta Investment Management Corp
N/A—100,000-100,000-100%$115.4M———
Munro Partners
N/A—99,985-99,985-100%$115.4M———
Captrust Financial Advisors
N/A—98,418-98,418-100%$113.6M———
Whittier Trust Co
N/A—97,000-97,000-100%$95.5M———
Penserra Capital Management LLC
N/A—92,332-92,332-100%$106.6M———
Tocqueville Asset Management L.P.
N/A—92,226-92,226-100%$106.5M———
BNP Paribas
N/A—92,176-92,176-100%$105.9M———
Groupe la Francaise
N/A—91,842-91,842-100%$104.4M———
EP Wealth Advisors, LLC
N/A—91,513-91,513-100%$105.6M———
Sanctuary Advisors, LLC
N/A—90,864-90,864-100%$104.9M———
Square Wave Capital, LLC
N/A—89,600-89,600-100%$103.4M———
Horiko Capital Management LLC
N/A—89,553-89,553-100%$103.1M———
Mizuho Securities USA LLC
N/A—88,289-88,289-100%$101.9M———
Scotia Capital Inc.
N/A—87,269-87,269-100%$100.7M———
Huntington National Bank
N/A—86,756-86,756-100%$100.1M———
Commerce Bank
N/A—86,245-86,245-100%$99.6M———
Zacks Investment Management
N/A—84,726-84,726-100%$97.8M———
Cannell & Spears LLC
N/A—82,226-82,226-100%$94.9M———
Elo Mutual Pension Insurance Co
N/A—81,191-81,191-100%$93.7M———
Defiance ETFs, LLC
N/A—79,599-79,599-100%$82.2M———
Private Advisor Group, LLC
N/A—78,484-78,484-100%$90.6M———
M&T Bank Corp
N/A—77,888-77,888-100%$89.9M———
Holocene Advisors, LP
N/A—77,319-77,319-100%$89.2M———
Capital International LTD
N/A—73,725-73,725-100%$85.1M———
Mizuho Markets Americas LLC
N/A—72,973-72,973-100%$84.2M———
Group One Trading LLC
N/A—72,926-72,926-100%$84.2M———
Peak6 LLC
N/A—71,657-71,657-100%$82.7M———
California First Leasing Corp
N/A—71,628-71,628-100%$82.7M———
Kentucky Retirement Systems
N/A—70,538-70,538-100%$81.4M———
Banque Transatlantique SA
N/A—70,284-70,284-100%$80.7M———
Oversea-Chinese Banking Corp Ltd
N/A—70,106-70,106-100%$80.6M———
Voleon Capital Management LP
N/A—69,460-69,460-100%$80.2M———
Orion Porfolio Solutions, LLC
N/A—68,107-68,107-100%$78.6M———
Glenmede Trust Co NA
N/A—67,345-67,345-100%$77.7M———
Homestead Advisers Corp
N/A—67,300-67,300-100%$77.7M———
Alphadyne Asset Management LP
N/A—67,132-67,132-100%$77.5M———
Advisory Services Network, LLC
N/A—66,269-66,269-100%$76.5M———
Dnca Finance
N/A—66,243-66,243-100%$76.5M———
Logan Capital Management Inc
N/A—64,201-64,201-100%$74.1M———
Ballentine Partners, LLC
N/A—63,727-63,727-100%$73.6M———
Crake Asset Management LLP
N/A—63,000-63,000-100%$72.7M———
LGT Fund Management Co Ltd.
N/A—62,213-62,213-100%$71.8M———
Arax Advisory Partners
N/A—61,796-61,796-100%$71.3M———
Aptus Capital Advisors, LLC
N/A—61,064-61,064-100%$70.5M———
Kingsview Wealth Management, LLC
N/A—60,173-60,173-100%$69.5M———
Daiichi Life Insurance Co., Ltd.
N/A—60,010-60,010-100%$69.3M———
KCM Capital Inc
N/A—60,000-60,000-100%$69.3M———
Thoroughbred Financial Services, LLC
N/A—59,834-59,834-100%$69.1M———
Advisors Asset Management, Inc.
N/A—59,026-59,026-100%$68.1M———
Lombard Odier Asset Management (Switzerland) SA
N/A—58,935-58,935-100%$68.0M———
Taikang Asset Management (Hong Kong) Co Ltd
N/A—58,606-58,606-100%$67.6M———
NorthCoast Asset Management LLC
N/A—58,337-58,337-100%$67.3M———
Venturi Wealth Management, LLC
N/A—58,328-58,328-100%$67.3M———
Sequoia Financial Advisors, LLC
N/A—58,236-58,236-100%$67.2M———
Wesleyan Assurance Society
N/A—58,030-58,030-100%$67.0M———
Ameritas Investment Partners, Inc.
N/A—57,556-57,556-100%$66.4M———
Tower Research Capital LLC (TRC)
N/A—56,159-56,159-100%$64.8M———
VAN Lanschot Kempen Investment Management N.V.
N/A—55,931-55,931-100%$64.6M———
Steward Partners Investment Advisory, LLC
N/A—55,555-55,555-100%$64.1M———
Rathbones Group PLC
N/A—55,491-55,491-100%$64.1M———
Independent Advisor Alliance
N/A—55,437-55,437-100%$64.0M———
Davidson Kempner Capital Management LP
N/A—55,000-55,000-100%$63.5M———
MAI Capital Management
N/A—54,792-54,792-100%$63.2M———
Walleye Trading LLC
N/A—54,525-54,525-100%$62.9M———
Contrarius Group Holdings Ltd
N/A—54,113-54,113-100%$62.5M———
Mark Asset Management LP
N/A—53,932-53,932-100%$62.3M———
Rokos Capital Management LLP
N/A—53,644-53,644-100%$61.8M———
GTS Securities LLC
N/A—53,538-53,538-100%$61.8M———
Boundless Plain Holdings Ltd
N/A—53,346-53,346-100%$61.6M———
Bleakley Financial Group, LLC
N/A—53,230-53,230-100%$61.4M———
Arkadios Wealth Advisors
N/A—53,208-53,208-100%$61.4M———
Insigneo Advisory Services, LLC
N/A—53,106-53,106-100%$61.3M———
Cresset Asset Management, LLC
N/A—53,048-53,048-100%$61.2M———
Tiaa Wealth Investment Management LLC
N/A—52,873-52,873-100%$61.0M———
Proem Advisors LLC
N/A—52,000-52,000-100%$60.0M———
Wedbush Fund Advisers, LLC
N/A—51,408-51,408-100%$59.3M———
Hancock Whitney Corp
N/A—51,389-51,389-100%$59.3M———
Brown Advisory Inc
N/A—51,025-51,025-100%$58.9M———
German American Bancorp, Inc.
N/A—50,603-50,603-100%$58.4M———
Harbor Advisors LLC
N/A—50,000-50,000-100%$57.7M———
Callan Family Office, LLC
N/A—48,762-48,762-100%$56.3M———
Itau Unibanco Holding S.A.
N/A—48,335-48,335-100%$55.8M———
Picton Mahoney Asset Management
N/A—47,110-47,110-100%$54.4M———
Capital Group Private Client Services, Inc.
N/A—47,043-47,043-100%$54.3M———
Vestcor Inc
N/A—46,996-46,996-100%$54.2M———
Caprock Group, LLC
N/A—46,817-46,817-100%$54.0M———
Laird Norton Wetherby Trust Company, LLC
N/A—46,558-46,558-100%$53.7M———
Hodges Capital Management Inc.
N/A—45,882-45,882-100%$53.0M———
Equitable Holdings, Inc.
N/A—45,550-45,550-100%$52.6M———
Mubadala Investment Co Pjsc
N/A—45,451-45,451-100%$52.5M———
Thames Capital Management LLC
N/A—45,388-45,388-100%$52.4M———
Stratos Wealth Partners, Ltd.
N/A—45,374-45,374-100%$52.4M———
Avalon Global Asset Management LLC
N/A—44,660-44,660-100%$51.6M———
Metis Global Partners, LLC
N/A—43,759-43,759-100%$50.5M———
NS Partners Ltd
N/A—43,692-43,692-100%$50.4M———
Integrated Wealth Concepts LLC
N/A—43,545-43,545-100%$50.3M———
Summit Trail Advisors, LLC
N/A—43,347-43,347-100%$50.0M———
Bamco Inc
N/A—43,335-43,335-100%$50.0M———
Himension Capital (Singapore) Pte. Ltd.
N/A—42,749-42,749-100%$49.3M———
Cozad Asset Management Inc
N/A—42,474-42,474-100%$49.0M———
Clear Street Group Inc.
N/A—42,466-42,466-100%$49.0M———
Gabelli Funds LLC
N/A—42,118-42,118-100%$48.6M———
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
N/A—41,020-41,020-100%$47.3M———
LMR Partners LLP
N/A—40,806-40,806-100%$47.1M———
Brevan Howard Capital Management LP
N/A—40,561-40,561-100%$46.8M———
Global Retirement Partners, LLC
N/A—40,392-40,392-100%$46.6M———
Whittier Trust Co of Nevada Inc
N/A—40,101-40,101-100%$37.6M———
Envestnet Portfolio Solutions, Inc.
N/A—39,606-39,606-100%$45.7M———
BW Gestao de Investimentos Ltda.
N/A—39,210-39,210-100%$45.3M———
Timber Creek Capital Management LLC
N/A—39,142-39,142-100%$45.2M———
Central Asset Investments & Management Holdings (HK) Ltd
N/A—38,918-38,918-100%$44.9M———
Siemens Fonds Invest GmbH
N/A—38,592-38,592-100%$44.5M———
Harvest Portfolios Group Inc.
N/A—38,279-38,279-100%$44.2M———
Empirical Finance, LLC
N/A—38,219-38,219-100%$44.1M———
Parallax Volatility Advisers, L.P.
N/A—38,116-38,116-100%$44.0M———
Phoenix Financial Ltd.
N/A—38,073-38,073-100%$43.9M———
SIH Partners, Lllp
N/A—37,831-37,831-100%$43.7M———
United Capital Financial Advisors, LLC
N/A—37,830-37,830-100%$43.7M———
Canada Post Corp Registered Pension Plan
N/A—37,462-37,462-100%$43.2M———
Capital Fund Management S.A.
N/A—37,110-37,110-100%$42.8M———
Arvest Bank Trust Division
N/A—36,952-36,952-100%$42.7M———
Soros Capital Management LLC
N/A—36,780-36,780-100%$42.5M———
Northwestern Mutual Investment Management Company, LLC
N/A—36,157-36,157-100%$41.7M———
Allianz SE
N/A—35,710-35,710-100%$41.2M———
Vestmark Advisory Solutions, Inc.
N/A—35,654-35,654-100%$41.2M———
SouthState Bank Corp
N/A—35,313-35,313-100%$40.8M———
NFJ Investment Group, LLC
N/A—34,449-34,449-100%$39.8M———
Perseverance Asset Management International
N/A—34,417-34,417-100%$39.7M———
Mufg Securities Americas Inc.
N/A—33,966-33,966-100%$39.2M———
New Age Alpha Advisors, LLC
N/A—33,819-33,819-100%$39.0M———
Sienna Gestion
N/A—33,732-33,732-100%$39.1M———
Rice Partnership, LLC
N/A—33,627-33,627-100%$38.8M———
Balyasny Asset Management L.P.
N/A—33,356-33,356-100%$38.5M———
Summit Financial, LLC
N/A—33,134-33,134-100%$38.2M———
Meeder Asset Management Inc
N/A—32,847-32,847-100%$37.9M———
Berkshire Capital Holdings Inc
N/A—32,790-32,790-100%$37.8M———
Mmbg Investment Advisors Co.
N/A—32,508-32,508-100%$37.5M———
Tairen Capital Ltd
N/A—31,805-31,805-100%$36.7M———
Brown Brothers Harriman & Co
N/A—31,662-31,662-100%$36.5M———
Trans-Canada Capital Inc.
N/A—31,560-31,560-100%$36.4M———
WCG Wealth Advisors LLC
N/A—31,396-31,396-100%$36.2M———
Thornburg Investment Management Inc
N/A—31,289-31,289-100%$36.1M———
South Dakota Investment Council
N/A—31,275-31,275-100%$36.1M———
Capital Wealth Planning, LLC
N/A—31,122-31,122-100%$35.9M———
Parus Finance (UK) Ltd
N/A—31,113-31,113-100%$35.9M———
Nan Shan Life Insurance Co., Ltd.
N/A—30,589-30,589-100%$35.3M———
Continuum Advisory, LLC
N/A—30,496-30,496-100%$35.2M———
BFC Planning, Inc.
N/A—30,427-30,427-100%$35.1M———
Impax Asset Management Group plc
N/A—30,269-30,269-100%$34.9M———
Osmosis Investment Management UK Ltd
N/A—30,183-30,183-100%$34.8M———
Rheos Capital Works Inc.
N/A—30,000-30,000-100%$34.6M———
Polymer Capital Management (HK) LTD
N/A—29,958-29,958-100%$34.6M———
ABN Amro Bank N.V.
N/A—29,372-29,372-100%$33.8M———
Coldstream Capital Management Inc
N/A—29,371-29,371-100%$33.9M———
Kentucky Retirement Systems Insurance Trust Fund
N/A—29,272-29,272-100%$33.8M———
Titan Global Capital Management USA LLC
N/A—29,255-29,255-100%$33.8M———
First Long Island Investors, LLC
N/A—29,207-29,207-100%$33.7M———
Meridiem Capital Partners LP
N/A—29,178-29,178-100%$33.7M———
Banque Cantonale Vaudoise
N/A—29,030-29,030-100%$33.5M———
Alerus Financial NA
N/A—28,945-28,945-100%$33.4M———
Curi Capital, LLC
N/A—28,433-28,433-100%$32.8M———
South Street Advisors LLC
N/A—28,078-28,078-100%$32.4M———
FWL Investment Management, LLC
N/A—27,995-27,995-100%$32.3M———
Managed Asset Portfolios, LLC
N/A—27,589-27,589-100%$31.8M———
Mane Global Capital Management LP
N/A—27,567-27,567-100%$31.8M———
Savvy Advisors, Inc.
N/A—27,476-27,476-100%$31.7M———
Lombard Odier Asset Management (Europe) Ltd
N/A—27,334-27,334-100%$31.6M———
Tortoise Capital Advisors, L.L.C.
N/A—27,310-27,310-100%$31.5M———
Meeder Advisory Services, Inc.
N/A—26,963-26,963-100%$31.1M———
Wahed Invest LLC
N/A—26,826-26,826-100%$31.0M———
Argent Trust Co
N/A—26,718-26,718-100%$30.8M———
Beacon Pointe Advisors, LLC
N/A—26,696-26,696-100%$30.7M———
Stony Point Capital LLC
N/A—26,667-26,667-100%$30.8M———
Zhang Financial LLC
N/A—26,652-26,652-100%$30.8M———
Campbell Capital Management Inc
N/A—26,199-26,199-100%$30.2M———
Morse Asset Management, Inc
N/A—26,154-26,154-100%$30.2M———
Beck Capital Management, LLC
N/A—26,089-26,089-100%$30.1M———
Alyeska Investment Group, L.P.
N/A—25,957-25,957-100%$30.0M———
Valueworks LLC
N/A—25,667-25,667-100%$29.6M———
Spartan Wealth Advisory Services LLC
N/A—25,261-25,261-100%$29.2M———
Monolith Management Ltd
N/A—25,240-25,240-100%$29.1M———
Maytus Capital Management, LLC
N/A—25,000-25,000-100%$28.9M———
Riposte Capital LLC
N/A—25,000-25,000-100%$28.9M———
Golden Unicorn (BVI) Ltd
N/A—24,793-24,793-100%$28.6M———
Harbour Investments, Inc.
N/A—24,609-24,609-100%$28.4M———
Westpac Banking Corp
N/A—24,579-24,579-100%$28.4M———
Liontrust Investment Partners LLP
N/A—24,478-24,478-100%$28.3M———
Ravenswood Partners LP
N/A—24,095-24,095-100%$27.8M———
Bluespring Wealth Management, LLC
N/A—24,010-24,010-100%$27.7M———
Unisphere Establishment
N/A—23,900-23,900-100%$27.6M———
Mutual Advisors, LLC
N/A—23,601-23,601-100%$27.2M———
Freestone Capital Holdings, LLC
N/A—23,563-23,563-100%$27.2M———
Readystate Asset Management LP
N/A—23,527-23,527-100%$27.2M———
Great Valley Advisor Group, Inc.
N/A—23,343-23,343-100%$26.9M———
Positano Wealth Management Ltd
N/A—23,114-23,114-100%$26.7M———
Intellectus Partners, LLC
N/A—22,879-22,879-100%$26.4M———
Graham Capital Management, L.P.
N/A—22,779-22,779-100%$26.3M———
SummitTX Capital, L.P.
N/A—22,430-22,430-100%$25.9M———
Soros Fund Management LLC
N/A—22,422-22,422-100%$25.9M———
Shapiro Capital Management LLC
N/A—22,369-22,369-100%$25.8M———
CastleKnight Management LP
N/A—22,200-22,200-100%$25.6M———
Principal Securities, Inc.
N/A—22,181-22,181-100%$25.6M———
Intrust Bank NA
N/A—21,967-21,967-100%$25.4M———
Byrne Financial Freedom, LLC
N/A—21,870-21,870-100%$25.2M———
Sumitomo Life Insurance Co
N/A—21,838-21,838-100%$25.2M———
Frec Markets, Inc.
N/A—21,650-21,650-100%$25.0M———
Nicolet Bankshares Inc
N/A—21,644-21,644-100%$23.1M———
Meiji Yasuda Asset Management Co Ltd.
N/A—21,329-21,329-100%$24.6M———
Riverview Capital Advisers, LLC
N/A—21,250-21,250-100%$24.5M———
Coastal Bridge Advisors, LLC
N/A—21,164-21,164-100%$24.4M———
GW&K Investment Management, LLC
N/A—21,099-21,099-100%$24.4M———
Headwater Capital Co Ltd
N/A—21,000-21,000-100%$24.2M———
Runnymede Capital Advisors, Inc.
N/A—20,477-20,477-100%$23.6M———
Roundview Capital LLC
N/A—20,408-20,408-100%$23.6M———
Game Creek Capital, LP
N/A—20,176-20,176-100%$23.3M———
Wealthspire Advisors, LLC
N/A—20,015-20,015-100%$23.1M———
Navellier & Associates Inc
N/A—19,915-19,915-100%$23.0M———
Strategic Global Advisors, LLC
N/A—19,820-19,820-100%$22.9M———
Trivium Point Advisory, LLC
N/A—19,781-19,781-100%$22.8M———
Talos Eurisko Asset Management LP
N/A—19,764-19,764-100%$22.8M———
First Washington Corp
N/A—19,657-19,657-100%$22.7M———
AssuredPartners Investment Advisors, LLC
N/A—19,593-19,593-100%$22.6M———
Modern Wealth Management, LLC
N/A—19,318-19,318-100%$22.3M———
Caisse DES Depots ET Consignations
N/A—19,220-19,220-100%$22.2M———
Blackstone Inc.
N/A—19,206-19,206-100%$22.2M———
Summit Street Capital Management, LLC
N/A—19,018-19,018-100%$22.0M———
Smartleaf Asset Management LLC
N/A—18,787-18,787-100%$21.5M———
Talon Private Wealth, LLC
N/A—18,688-18,688-100%$21.6M———
Dakota Wealth Management
N/A—18,394-18,394-100%$21.2M———
Z3 Capital Partners, LLC
N/A—18,292-18,292-100%$21.1M———
CreativeOne Wealth, LLC
N/A—18,248-18,248-100%$21.1M———
Eventide Asset Management, LLC
N/A—18,164-18,164-100%$20.9M———
PFG Investments, LLC
N/A—18,033-18,033-100%$20.8M———
Pentwater Capital Management LP
N/A—18,000-18,000-100%$20.8M———
Algert Global LLC
N/A—17,992-17,992-100%$20.8M———
Snowden Capital Advisors LLC
N/A—17,920-17,920-100%$20.7M———
Focus Partners Advisor Solutions, LLC
N/A—17,862-17,862-100%$20.6M———
Platinum Investment Management LTD
N/A—17,782-17,782-100%$20.5M———
NatWest Group plc
N/A—17,483-17,483-100%$20.2M———
First National Bank of Omaha
N/A—17,451-17,451-100%$20.1M———
Marathon Trading Investment Management LLC
N/A—17,417-17,417-100%$20.1M———
Silvercrest Asset Management Group LLC
N/A—17,130-17,130-100%$19.8M———
SPX Gestao de Recursos Ltda
N/A—17,083-17,083-100%$19.7M———
Grand Alliance Asset Management Ltd
N/A—17,000-17,000-100%$19.6M———
Steamboat Capital Partners, LLC
N/A—16,806-16,806-100%$19.4M———
RWA Wealth Partners, LLC
N/A—16,756-16,756-100%$19.3M———
Bogart Wealth, LLC
N/A—16,754-16,754-100%$19.3M———
Twin Capital Management Inc
N/A—16,667-16,667-100%$19.2M———
Capital Group Investment Management Pte. Ltd.
N/A—16,189-16,189-100%$18.7M———
Insight Holdings Group, LLC
N/A—16,185-16,185-100%$18.7M———
SIT Investment Associates Inc
N/A—16,182-16,182-100%$18.7M———
IHT Wealth Management, LLC
N/A—16,036-16,036-100%$18.5M———
Howe & Rusling Inc
N/A—15,944-15,944-100%$18.4M———
Cvfg LLC
N/A—15,902-15,902-100%$18.4M———
OneDigital Investment Advisors LLC
N/A—15,832-15,832-100%$18.3M———
Dynasty Wealth Management, LLC
N/A—15,814-15,814-100%$18.3M———
World Investment Advisors
N/A—15,753-15,753-100%$8.6M———
Howard Hughes Medical Institute
N/A—15,704-15,704-100%$18.1M———
Octahedron Capital Management L.P.
N/A—15,700-15,700-100%$18.1M———
Syon Capital LLC
N/A—15,661-15,661-100%$18.1M———
Evolve Private Wealth, LLC
N/A—15,484-15,484-100%$17.9M———
Fidelis Capital Partners, LLC
N/A—15,275-15,275-100%$17.6M———
Sassicaia Capital Advisers LLC
N/A—15,115-15,115-100%$17.4M———
Peregrine Investment Management Inc
N/A—15,000-15,000-100%$17.3M———
Telligent Fund, LP
N/A—15,000-15,000-100%$17.3M———
Ausdal Financial Partners, Inc.
N/A—14,927-14,927-100%$17.2M———
Sivia Capital Partners, LLC
N/A—14,845-14,845-100%$17.1M———
Hillsdale Investment Management Inc.
N/A—14,810-14,810-100%$17.1M———
BTC Capital Management, Inc.
N/A—14,756-14,756-100%$17.0M———
Centaurus Financial, Inc.
N/A—14,617-14,617-100%$16.9M———
Horizon Investment Services, LLC
N/A—14,583-14,583-100%$16.8M———
Caxton Associates LLP
N/A—14,481-14,481-100%$16.7M———
Krane Funds Advisors LLC
N/A—14,468-14,468-100%$16.7M———
Westbourne Investments, Inc.
N/A—14,315-14,315-100%$16.5M———
Iyo Bank, Ltd.
N/A—14,298-14,298-100%$16.5M———
Mirova
N/A—14,267-14,267-100%$16.5M———
Cornerstone Select Advisors, LLC
N/A—14,227-14,227-100%$16.4M———
Fiduciary Trust Co
N/A—14,161-14,161-100%$16.3M———
Heritage Trust Co
N/A—14,069-14,069-100%$16.2M———
Jump Financial, LLC
N/A—14,033-14,033-100%$16.2M———
X-Square Capital, LLC
N/A—14,017-14,017-100%$16.2M———
Cary Street Partners Financial LLC
N/A—14,016-14,016-100%$16.2M———
Old Mission Capital LLC
N/A—13,926-13,926-100%$16.1M———
Sora Investors LLC
N/A—13,875-13,875-100%$16.0M———
CIM Investment Management Inc
N/A—13,717-13,717-100%$15.8M———
IMA Advisory Services, Inc.
N/A—13,560-13,560-100%$15.7M———
Fortis Capital Management LLC
N/A—13,496-13,496-100%$15.6M———
Belpointe Asset Management LLC
N/A—13,312-13,312-100%$15.4M———
Daybright Advisory Services, Inc.
N/A—13,309-13,309-100%$11.0M———
Headlands Technologies LLC
N/A—13,084-13,084-100%$15.1M———
DV Equities, LLC
N/A—13,025-13,025-100%$15.0M———
Ratan Capital Management LP
N/A—13,000-13,000-100%$15.0M———
Martingale Asset Management L P
N/A—12,756-12,756-100%$14.7M———
Foundations Investment Advisors, LLC
N/A—12,701-12,701-100%$14.7M———
Precision Wealth Strategies, LLC
N/A—12,584-12,584-100%$14.5M———
NewEdge Wealth, LLC
N/A—12,549-12,549-100%$14.5M———
Ogborne Capital Management, LLC
N/A—12,500-12,500-100%$14.4M———
Ameritas Advisory Services, LLC
N/A—12,480-12,480-100%$14.4M———
Gladstone Institutional Advisory LLC
N/A—12,469-12,469-100%$14.4M———
Donaldson Capital Management, LLC
N/A—12,389-12,389-100%$14.3M———
Ossiam
N/A—12,382-12,382-100%$14.3M———
Prelude Capital Management, LLC
N/A—12,377-12,377-100%$14.3M———
Anchor Investment Management, LLC
N/A—12,303-12,303-100%$14.2M———
Aristotle Atlantic Partners, LLC
N/A—12,299-12,299-100%$14.2M———
Hilltop Holdings Inc.
N/A—12,164-12,164-100%$14.0M———
Pine Valley Investments Ltd Liability Co
N/A—12,163-12,163-100%$14.0M———
Meiji Yasuda Life Insurance Co
N/A—12,092-12,092-100%$14.0M———
Octavia Wealth Advisors, LLC
N/A—12,006-12,006-100%$13.9M———
Cobalt Capital Management, Inc.
N/A—12,000-12,000-100%$13.9M———
Formula Growth LTD
N/A—12,000-12,000-100%$13.9M———
Watchtower Advisors, LP
N/A—12,000-12,000-100%$13.9M———
Kovack Advisors, Inc.
N/A—11,903-11,903-100%$12.8M———
Longbow Finance SA
N/A—11,855-11,855-100%$13.7M———
Onex Canada Asset Management Inc.
N/A—11,768-11,768-100%$13.6M———
XTX Topco Ltd
N/A—11,664-11,664-100%$13.5M———
Main Management ETF Advisors, LLC
N/A—11,574-11,574-100%$13.4M———
Armistice Capital, LLC
N/A—11,567-11,567-100%$13.4M———
Stephens Inc
N/A—11,546-11,546-100%$13.5M———
Monetary Management Group Inc
N/A—11,485-11,485-100%$13.3M———
CIM, LLC
N/A—11,447-11,447-100%$13.2M———
Dorsey & Whitney Trust Co LLC
N/A—11,444-11,444-100%$13.2M———
Chase Investment Counsel Corp
N/A—11,335-11,335-100%$13.1M———
GeoWealth Management, LLC
N/A—11,291-11,291-100%$13.0M———
Engineers Gate Manager LP
N/A—11,265-11,265-100%$13.0M———
Edmond de Rothschild Holding S.A.
N/A—11,261-11,261-100%$13.0M———
Affinity Investment Advisors, LLC
N/A—11,191-11,191-100%$12.9M———
Composition Wealth, LLC
N/A—11,113-11,113-100%$12.8M———
Rothschild Investment LLC
N/A—11,065-11,065-100%$12.8M———
Quest Investment Management LLC
N/A—10,857-10,857-100%$12.5M———
Qtron Investments LLC
N/A—10,819-10,819-100%$12.5M———
VR Advisory Services Ltd
N/A—10,750-10,750-100%$12.4M———
Mosaic Family Wealth Partners, LLC
N/A—10,629-10,629-100%$12.3M———
Seaview Investment Managers LLC
N/A—10,477-10,477-100%$12.1M———
CSM Advisors, LLC
N/A—10,476-10,476-100%$12.1M———
Johnson Investment Counsel Inc
N/A—10,459-10,459-100%$12.1M———
Leavell Investment Management, Inc.
N/A—10,131-10,131-100%$11.7M———
Dark Forest Capital Management LP
N/A—10,106-10,106-100%$11.7M———
Concentrum Wealth Management
N/A—10,093-10,093-100%$11.7M———
Benchmark Investment Advisors LLC
N/A—10,037-10,037-100%$11.6M———
Clearline Capital LP
N/A—10,003-10,003-100%$11.5M———
Panoramic Capital, LLC
N/A—10,000-10,000-100%$11.5M———
Styrax Capital, LP
N/A—10,000-10,000-100%$11.5M———
First American Trust, FSB
N/A—9,973-9,973-100%$11.5M———
EFG International AG
N/A—9,937-9,937-100%$11.5M———
Naviter Wealth, LLC
N/A—9,915-9,915-100%$11.4M———
F/m Investments LLC
N/A—9,890-9,890-100%$11.4M———
Transcend Capital Advisors, LLC
N/A—9,822-9,822-100%$11.3M———
Brookwood Investment Group LLC
N/A—9,736-9,736-100%$11.2M———
RiverFront Investment Group, LLC
N/A—9,635-9,635-100%$11.1M———
Pallas Capital Advisors LLC
N/A—9,634-9,634-100%$11.1M———
HighPoint Advisor Group LLC
N/A—9,633-9,633-100%$11.1M———
Broadleaf Partners, LLC
N/A—9,622-9,622-100%$11.1M———
Kultura Capital Management LP
N/A—9,500-9,500-100%$11.0M———
Hel Ved Capital Management Ltd
N/A—9,480-9,480-100%$10.9M———
First Manhattan Co. Llc.
N/A—9,453-9,453-100%$10.9M———
E Fund Management (Hong Kong) Co., Ltd.
N/A—9,409-9,409-100%$10.9M———
Florida Financial Advisors, LLC
N/A—9,255-9,255-100%$10.7M———
Stratos Investment Management, LLC
N/A—9,233-9,233-100%$10.7M———
LOM Asset Management Ltd
N/A—9,168-9,168-100%$10.6M———
Simmons Bank
N/A—9,161-9,161-100%$10.6M———
Corsair Capital Management, L.P.
N/A—9,001-9,001-100%$10.4M———
IFG Advisory, LLC
N/A—8,992-8,992-100%$10.4M———
LEE Johnson Capital Management, LLC
N/A—8,972-8,972-100%$10.4M———
Osterweis Capital Management Inc
N/A—8,964-8,964-100%$10.3M———
Hantz Financial Services, Inc.
N/A—8,955-8,955-100%$10.3M———
SBI Okasan Asset Management Co.Ltd.
N/A—8,905-8,905-100%$10.2M———
Bartlett & Co. Wealth Management LLC
N/A—8,871-8,871-100%$10.2M———
Edgestream Partners, L.P.
N/A—8,785-8,785-100%$10.1M———
Hidden Lake Asset Management LP
N/A—8,683-8,683-100%$10.0M———
AlTi Global, Inc.
N/A—8,674-8,674-100%$10.0M———
Explore Capital Management, LLC
N/A—8,630-8,630-100%$10.0M———
Benjamin Edwards Inc
N/A—8,514-8,514-100%$9.8M———
Night Squared LP
N/A—8,505-8,505-100%$9.8M———
Pure Financial Advisors, LLC
N/A—8,505-8,505-100%$9.8M———
Geneos Wealth Management Inc.
N/A—8,495-8,495-100%$9.8M———
Calton & Associates, Inc.
N/A—8,464-8,464-100%$9.8M———
Bull Harbor Capital LLC
N/A—8,401-8,401-100%$9.7M———
Townsquare Capital LLC
N/A—8,388-8,388-100%$9.7M———
Ostrum Asset Management
N/A—8,308-8,308-100%$9.6M———
Choate Investment Advisors
N/A—8,232-8,232-100%$9.5M———
Gamco Investors, Inc. ET AL
N/A—8,148-8,148-100%$9.4M———
First National Advisers, LLC
N/A—8,140-8,140-100%$9.4M———
Science & Technology Partners, L.P.
N/A—8,062-8,062-100%$9.3M———
River Road Asset Management, LLC
N/A—8,018-8,018-100%$9.3M———
Baader Bank Aktiengesellschaft
N/A—8,007-8,007-100%$9.2M———
Ancora Advisors LLCA
N/A—7,982-7,982-100%$9.2M———
Castleark Management LLC
N/A—7,890-7,890-100%$9.1M———
Commerzbank Aktiengesellschaft
N/A—7,881-7,881-100%$9.1M———
Fox Hill Wealth Management
N/A—7,875-7,875-100%$9.1M———
Totem Point Management, LLC
N/A—7,800-7,800-100%$9.0M———
Atlas Capital Advisors Inc.
N/A—7,796-7,796-100%$9.0M———
Sound View Wealth Advisors Group, LLC
N/A—7,664-7,664-100%$8.8M———
Parkwood LLC
N/A—7,661-7,661-100%$8.8M———
Peapack Gladstone Financial Corp
N/A—7,589-7,589-100%$8.8M———
Kayne Anderson Rudnick Investment Management LLC
N/A—7,584-7,584-100%$8.8M———
Williamson Legacy Group, LLC
N/A—7,570-7,570-100%$8.7M———
Virtu Financial LLC
N/A—7,542-7,542-100%$8.7M———
Sound Capital Solutions LLC
N/A—7,542-7,542-100%$8.7M———
Optimize Financial Inc.
N/A—7,542-7,542-100%$8.7M———
Bellars Harris Wealth Management, LLC
N/A—7,535-7,535-100%$8.7M———
Silicon Valley Capital Partners
N/A—7,387-7,387-100%$8.5M———
Emerald Investment Advisers, LLC
N/A—7,369-7,369-100%$8.5M———
Henson-Edgewater Management, LLC
N/A—7,348-7,348-100%$6.7M———
DRW Securities, LLC
N/A—7,343-7,343-100%$8.5M———
Legacy Financial Advisors, Inc.
N/A—7,234-7,234-100%$8.4M———
Waddell & Associates, LLC
N/A—7,131-7,131-100%$8.2M———
Checchi Capital Advisers, LLC
N/A—7,032-7,032-100%$8.1M———
Holderness Investments Co
N/A—6,908-6,908-100%$8.0M———
Prosperity Consulting Group, LLC
N/A—6,900-6,900-100%$8.0M———
Silver OAK Securities, Incorporated
N/A—6,894-6,894-100%$8.0M———
Stonebridge Financial Group, LLC
N/A—6,877-6,877-100%$7.9M———
Nicholas Investment Partners, LP
N/A—6,861-6,861-100%$7.9M———
Alta Wealth Advisors LLC
N/A—6,814-6,814-100%$7.9M———
Waterloo Capital, L.P.
N/A—6,761-6,761-100%$7.8M———
PCM Encore, LLC
N/A—6,750-6,750-100%$7.8M———
L2 Asset Management, LLC
N/A—6,705-6,705-100%$7.7M———
Cercano Management LLC
N/A—6,704-6,704-100%$7.7M———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—6,656-6,656-100%$7.7M———
JT Stratford LLC
N/A—6,553-6,553-100%$7.6M———
Northwest Bancshares, Inc.
N/A—6,532-6,532-100%$7.5M———
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
N/A—6,519-6,519-100%$7.5M———
Denali Advisors LLC
N/A—6,380-6,380-100%$7.4M———
Wood Tarver Financial Group, LLC
N/A—6,354-6,354-100%$7.3M———
Becker Capital Management Inc
N/A—6,348-6,348-100%$7.3M———
Calydon Capital
N/A—6,321-6,321-100%$7.3M———
RD Lewis Holdings, Inc.
N/A—6,316-6,316-100%$5.4M———
Family Manage LLC
N/A—6,292-6,292-100%$7.3M———
Sovereign Financial Group, Inc.
N/A—6,256-6,256-100%$7.2M———
PBCay One RSC Ltd
N/A—6,240-6,240-100%$7.2M———
Spear Holdings RSC Ltd
N/A—6,240-6,240-100%$7.2M———
Samlyn Capital, LLC
N/A—6,233-6,233-100%$7.2M———
Evelyn Partners Group Ltd
N/A—6,228-6,228-100%$7.2M———
Empirical Asset Management, LLC
N/A—6,072-6,072-100%$7.0M———
L & S Advisors Inc
N/A—5,988-5,988-100%$6.9M———
Schnieders Capital Management, Llc.
N/A—5,954-5,954-100%$6.9M———
Peak Retirement Planning, Inc.
N/A—5,948-5,948-100%$6.9M———
Proficio Capital Partners LLC
N/A—5,880-5,880-100%$6.8M———
Seeds Investor LLC
N/A—5,874-5,874-100%$6.8M———
Bellwether Advisors, LLC
N/A—5,843-5,843-100%$6.7M———
Cumberland Partners Ltd
N/A—5,826-5,826-100%$6.7M———
Western Wealth Management, LLC
N/A—5,817-5,817-100%$6.7M———
Keystone Financial Group
N/A—5,807-5,807-100%$6.7M———
Heartland Bank & Trust Co
N/A—5,792-5,792-100%$6.7M———
Fora Capital, LLC
N/A—5,729-5,729-100%$6.6M———
Astoria Portfolio Advisors Llc.
N/A—5,700-5,700-100%$6.6M———
First Dallas Securities Inc.
N/A—5,695-5,695-100%$6.6M———
Fukoku Mutual Life Insurance Co
N/A—5,671-5,671-100%$6.5M———
Jaffetilchin Investment Partners, LLC
N/A—5,632-5,632-100%$6.5M———
Beto Financial Group, LLC
N/A—5,573-5,573-100%$4.8M———
Mokan Wealth Management Inc.
N/A—5,566-5,566-100%$6.4M———
LRT Capital Management, LLC
N/A—5,522-5,522-100%$6.4M———
Chesapeake Capital Corp
N/A—5,495-5,495-100%$6.3M———
Truvestments Capital LLC
N/A—5,473-5,473-100%$6.3M———
Drive Wealth Management, LLC
N/A—5,471-5,471-100%$6.3M———
Optas, LLC
N/A—5,441-5,441-100%$6.3M———
Strategic Investment Advisors / MI
N/A—5,398-5,398-100%$6.2M———
Eaton Financial Holdings Company, LLC
N/A—5,375-5,375-100%$6.2M———
Castlefield Investment Partners LLP
N/A—5,362-5,362-100%$6.2M———
Quent Capital, LLC
N/A—5,338-5,338-100%$6.2M———
Varenne Capital Partners
N/A—5,305-5,305-100%$6.1M———
Ai-Squared Management Ltd
N/A—5,300-5,300-100%$6.1M———
Anson Funds Management LPA
N/A—5,300-5,300-100%$6.1M———
Sharpepoint LLC
N/A—5,273-5,273-100%$6.1M———
Vision Retirement, LLC
N/A—5,220-5,220-100%$6.0M———
Hurricane Capital Advisors LLC
N/A—5,204-5,204-100%$6.0M———
Winton Group Ltd
N/A—5,180-5,180-100%$6.0M———
Bouchey Financial Group, Ltd.
N/A—5,127-5,127-100%$5.9M———
Selkirk Management LLC
N/A—5,100-5,100-100%$5.9M———
Systematic Alpha Investments, LLC
N/A—5,091-5,091-100%$5.9M———
Menard Financial Group LLC
N/A—5,077-5,077-100%$5.9M———
Harvey Capital Management Inc
N/A—5,073-5,073-100%$5.9M———
Stansberry Asset Management, LLC
N/A—5,067-5,067-100%$5.8M———
West Family Investments, Inc.
N/A—5,055-5,055-100%$5.8M———
Alight Capital Management LP
N/A—5,000-5,000-100%$5.8M———
RK Capital Management, LLC
N/A—5,000-5,000-100%$5.8M———
EWA, LLC
N/A—4,945-4,945-100%$5.7M———
Rehmann Capital Advisory Group
N/A—4,927-4,927-100%$5.7M———
E20 Capital Ltd
N/A—4,840-4,840-100%$5.6M———
Nwam LLC
N/A—4,825-4,825-100%$5.6M———
West Michigan Advisors, LLC
N/A—4,825-4,825-100%$5.6M———
Opal Capital LLC
N/A—4,804-4,804-100%$5.5M———
Guardian Wealth Advisors, LLC / NC
N/A—4,784-4,784-100%$5.5M———
Loomis Sayles & Co L P
N/A—4,779-4,779-100%$5.5M———
Moneta Group Investment Advisors LLC
N/A—4,754-4,754-100%$5.5M———
Stratos Wealth Advisors, LLC
N/A—4,723-4,723-100%$5.5M———
Quantbot Technologies LP
N/A—4,671-4,671-100%$5.4M———
Aureus Asset Management, LLC
N/A—4,664-4,664-100%$5.4M———
Advisors Capital Management, LLC
N/A—4,640-4,640-100%$5.4M———
Twin Tree Management, LP
N/A—4,632-4,632-100%$5.3M———
Mozayyx Management LLC
N/A—4,630-4,630-100%$5.3M———
FirstWave Capital Management LLC
N/A—4,612-4,612-100%$5.3M———
JAT Capital Mgmt LP
N/A—4,587-4,587-100%$5.3M———
Mcguire Capital Advisors Inc
N/A—4,571-4,571-100%$5.3M———
Advyzon Investment Management, LLC
N/A—4,570-4,570-100%$5.3M———
New Vernon Capital Holdings II LLC
N/A—4,559-4,559-100%$5.3M———
Sargent Investment Group, LLC
N/A—4,536-4,536-100%$5.2M———
Shannon River Fund Management LLC
N/A—4,484-4,484-100%$5.2M———
Concentric Capital Strategies, LP
N/A—4,482-4,482-100%$5.2M———
Keynote Financial Services LLC
N/A—4,464-4,464-100%$5.2M———
Bridgewater Advisors Inc.
N/A—4,453-4,453-100%$3.7M———
Fort Sheridan Advisors LLC
N/A—4,433-4,433-100%$5.1M———
Leigh Baldwin & Co., LLC
N/A—4,400-4,400-100%$5.1M———
Keel Point, LLC
N/A—4,372-4,372-100%$5.0M———
SageView Advisory Group, LLC
N/A—4,362-4,362-100%$5.0M———
Goldstone Financial Group, LLC
N/A—4,345-4,345-100%$5.0M———
Kadensa Capital Ltd
N/A—4,342-4,342-100%$5.0M———
Perennial Investment Advisors, LLC
N/A—4,329-4,329-100%$5.0M———
Quantum Portfolio Management LLC
N/A—4,284-4,284-100%$4.9M———
Knollwood Investment Advisory, LLC
N/A—4,204-4,204-100%$4.9M———
All Terrain Financial Advisors, LLC
N/A—4,200-4,200-100%$4.8M———
LaSalle St. Investment Advisors, LLC
N/A—4,194-4,194-100%$4.8M———
Cofg Advisors, LLC
N/A—4,188-4,188-100%$4.8M———
FWG Holdings, LLC
N/A—4,160-4,160-100%$3.8M———
PeakShares LLC
N/A—4,116-4,116-100%$4.8M———
Entropy Technologies, LP
N/A—4,102-4,102-100%$4.7M———
Summit Wealth Group, LLC
N/A—4,079-4,079-100%$4.7M———
Atom Investors LP
N/A—4,068-4,068-100%$4.7M———
Jackson Thornton Wealth Management, LLC
N/A—4,023-4,023-100%$4.6M———
Flatrock Wealth Partners LLC
N/A—4,009-4,009-100%$4.6M———
Quotient Wealth Partners, LLC
N/A—4,008-4,008-100%$4.6M———
Scalar Gauge Management, LLC
N/A—4,000-4,000-100%$4.6M———
Cardiff Park Advisors, LLC
N/A—3,991-3,991-100%$4.6M———
Stevens Capital Management LP
N/A—3,956-3,956-100%$4.6M———
Circle Wealth Management, LLC
N/A—3,953-3,953-100%$4.6M———
Neo Ivy Capital Management
N/A—3,944-3,944-100%$4.6M———
Safeguard Investment Advisory Group, LLC
N/A—3,912-3,912-100%$4.5M———
Nvest Financial, LLC
N/A—3,886-3,886-100%$4.5M———
GWN Securities Inc.
N/A—3,857-3,857-100%$4.5M———
Camarda Financial Advisors, LLC
N/A—3,854-3,854-100%$4.4M———
Taylor Hoffman Capital Management LLC
N/A—3,851-3,851-100%$4.4M———
Bluefin Capital Management, LLC
N/A—3,849-3,849-100%$4.4M———
McGowan Group Asset Management, Inc.
N/A—3,843-3,843-100%$4.4M———
SHP Wealth Management
N/A—3,820-3,820-100%$4.4M———
Stonebrook Private Inc.
N/A—3,813-3,813-100%$4.4M———
Ethos Financial Group, LLC
N/A—3,811-3,811-100%$3.2M———
Northstar Financial Companies, Inc.
N/A—3,796-3,796-100%$4.4M———
Proffitt & Goodson Inc
N/A—3,789-3,789-100%$4.4M———
Marble Wealth, LLC
N/A—3,713-3,713-100%$4.3M———
Monetta Financial Services Inc
N/A—3,700-3,700-100%$4.3M———
OneAscent Financial Services LLC
N/A—3,677-3,677-100%$4.2M———
Cambient Family Office, LLC
N/A—3,677-3,677-100%$4.2M———
Summitry LLC
N/A—3,640-3,640-100%$4.2M———
Marvin & Palmer Associates Inc
N/A—3,613-3,613-100%$4.2M———
Raelipskie Partnership
N/A—3,603-3,603-100%$4.2M———
Basecamp Wealth Advisors LLC
N/A—3,581-3,581-100%$4.1M———
Adalta Capital Management LLC
N/A—3,573-3,573-100%$4.1M———
Mcintyre Freedman & Flynn Investment Advisers Inc
N/A—3,570-3,570-100%$4.1M———
Avenir Tech Ltd
N/A—3,552-3,552-100%$4.1M———
Keebeck Wealth Management
N/A—3,528-3,528-100%$4.1M———
Laffer Tengler Investments, Inc.
N/A—3,526-3,526-100%$4.1M———
Union Heritage Capital, LLC
N/A—3,525-3,525-100%$4.1M———
McMillan Office, Inc.
N/A—3,515-3,515-100%$4.1M———
Blue Chip Partners, LLC
N/A—3,514-3,514-100%$4.1M———
Bank of Hawaii
N/A—3,511-3,511-100%$4.1M———
Wealthedge Investment Advisors, LLC
N/A—3,506-3,506-100%$4.0M———
Range Advisory, LLC
N/A—3,504-3,504-100%$4.0M———
Pacific Point Advisors, LLC
N/A—3,500-3,500-100%$4.0M———
4D Advisors, LLC
N/A—3,500-3,500-100%$4.0M———
Arohi Asset Management PTE Ltd.
N/A—3,482-3,482-100%$4.0M———
Everpar Advisors LLC
N/A—3,478-3,478-100%$4.0M———
Brandes Investment Partners, LP
N/A—3,477-3,477-100%$4.0M———
Tiptree Advisors, LLC
N/A—3,475-3,475-100%$4.0M———
Xcelsior Advisor Partners LLC
N/A—3,468-3,468-100%$4.0M———
Transamerica Financial Advisors, LLC
N/A—3,463-3,463-100%$4.0M———
Fiduciary Group, LLC
N/A—3,444-3,444-100%$4.0M———
Sagewood Asset Management LP
N/A—3,438-3,438-100%$4.0M———
Virtus Investment Advisers, LLC
N/A—3,438-3,438-100%$4.0M———
Hershey Financial Advisers, LLC
N/A—3,415-3,415-100%$3.9M———
Gateway Wealth Partners, LLC
N/A—3,401-3,401-100%$3.9M———
Berkshire Asset Management LLC
N/A—3,394-3,394-100%$3.9M———
Hollencrest Capital Management
N/A—3,388-3,388-100%$3.9M———
Tribune Investment Group LP
N/A—3,370-3,370-100%$3.9M———
Berger Financial Group, Inc
N/A—3,356-3,356-100%$3.9M———
Generation Capital Management LLC
N/A—3,347-3,347-100%$3.9M———
America First Investment Advisors, LLC
N/A—3,335-3,335-100%$3.8M———
Faithward Advisors, LLC
N/A—3,324-3,324-100%$3.8M———
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A—3,322-3,322-100%$3.8M———
Shufro Rose & Co LLC
N/A—3,300-3,300-100%$3.8M———
Caerus Investment Advisors, LLC
N/A—3,300-3,300-100%$3.8M———
Gallagher Fiduciary Advisors, LLC
N/A—3,290-3,290-100%$3.8M———
Capstone Financial Advisors, Inc.
N/A—3,287-3,287-100%$3.8M———
Annis Gardner Whiting Capital Advisors, LLC
N/A—3,283-3,283-100%$3.8M———
Strategic Financial Concepts, LLC
N/A—3,265-3,265-100%$3.8M———
Entelevest, LLC
N/A—3,233-3,233-100%$3.7M———
Hilltop Partners LLC
N/A—3,232-3,232-100%$3.7M———
Forefront Wealth Partners, LLC
N/A—3,220-3,220-100%$3.7M———
Garden State Investment Advisory Services LLC
N/A—3,213-3,213-100%$3.7M———
Ingalls & Snyder LLC
N/A—3,212-3,212-100%$3.7M———
Rothschild Wealth LLC
N/A—3,200-3,200-100%$3.7M———
Seascape Capital Management
N/A—3,192-3,192-100%$3.7M———
Goldstream Capital Management Ltd
N/A—3,176-3,176-100%$3.7M———
Fund Advisors of America Inc
N/A—3,158-3,158-100%$3.6M———
CacheTech Inc.
N/A—3,148-3,148-100%$3.6M———
Evercore Wealth Management, LLC
N/A—3,148-3,148-100%$3.6M———
Palouse Capital Management, Inc.
N/A—3,133-3,133-100%$3.6M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—3,130-3,130-100%$3.6M———
Ceeto Capital Group, LLC
N/A—3,125-3,125-100%$3.6M———
Empower Advisory Group, LLC
N/A—3,118-3,118-100%$3.6M———
Stock Yards Bank & Trust Co
N/A—3,108-3,108-100%$3.6M———
Orleans Capital Management Corp
N/A—3,108-3,108-100%$3.6M———
Pitcairn Wealth Advisors LLC
N/A—3,086-3,086-100%$3.6M———
Cyber Hornet ETFs LLC
N/A—3,080-3,080-100%$3.6M———
Mayflower Financial Advisors, LLC
N/A—3,038-3,038-100%$3.5M———
Southeast Asset Advisors, LLC
N/A—3,037-3,037-100%$3.5M———
Tradition Wealth Management, LLC
N/A—3,036-3,036-100%$3.5M———
Fourth Dimension Wealth, LLC
N/A—3,034-3,034-100%$3.5M———
BSW Wealth Partners
N/A—3,017-3,017-100%$3.5M———
Wall Street Financial Group, Inc.
N/A—3,009-3,009-100%$3.5M———
Icon Wealth Advisors, LLC
N/A—3,009-3,009-100%$3.5M———
AXQ Capital, LP
N/A—3,006-3,006-100%$3.5M———
Sona Asset Management (US) LLC
N/A—3,000-3,000-100%$3.5M———
Smithfield Trust Co
N/A—2,983-2,983-100%$3.4M———
Paladin Advisory Group, LLC
N/A—2,978-2,978-100%$3.4M———
Galaxy Digital Capital Management GP LLC
N/A—2,972-2,972-100%$3.4M———
Prasad Wealth Partners, LLC
N/A—2,972-2,972-100%$3.4M———
Lifeworks Advisors, LLC
N/A—2,958-2,958-100%$3.4M———
First National Bank of Hutchinson
N/A—2,957-2,957-100%$3.4M———
Marietta Investment Partners LLC
N/A—2,955-2,955-100%$3.4M———
Cinctive Capital Management LP
N/A—2,933-2,933-100%$3.4M———
Stoneridge Investment Partners LLC
N/A—2,916-2,916-100%$2.4K———
Round Rock Advisors LLC
N/A—2,909-2,909-100%$3.4M———
Stonebridge Financial Group, LLC / MO
N/A—2,889-2,889-100%$3.3M———
MJP Associates Inc
N/A—2,887-2,887-100%$3.3M———
Keating Financial Advisory Services, Inc.
N/A—2,875-2,875-100%$3.3M———
Adapt Wealth Advisors, LLC
N/A—2,870-2,870-100%$3.3M———
Betterment LLC
N/A—2,849-2,849-100%$3.3M———
Heritage Wealth Advisors
N/A—2,832-2,832-100%$3.3M———
NorthRock Partners, LLC
N/A—2,831-2,831-100%$3.3M———
Allred Capital Management, LLC
N/A—2,825-2,825-100%$3.3M———
Greykasell Wealth Strategies, Inc.
N/A—2,819-2,819-100%$3.3M———
Wallace Hart LLC
N/A—2,811-2,811-100%$3.2M———
Kera Capital Partners, Inc.
N/A—2,807-2,807-100%$3.2M———
Patron Partners, LLC
N/A—2,763-2,763-100%$3.2M———
NCM Capital Management, LLC
N/A—2,750-2,750-100%$3.2M———
Integrated Quantitative Investments LLC
N/A—2,734-2,734-100%$3.2M———
Alteri Wealth LLC
N/A—2,726-2,726-100%$3.1M———
MA Private Wealth
N/A—2,724-2,724-100%$3.1M———
Oxinas Partners, LLC
N/A—2,723-2,723-100%$3.1M———
Apriem Advisors
N/A—2,713-2,713-100%$3.1M———
City National Bank of Florida
N/A—2,710-2,710-100%$3.1M———
TRB Wealth Management, LLC
N/A—2,687-2,687-100%$3.1M———
Vance Wealth, LLC
N/A—2,680-2,680-100%$3.1M———
BTG Pactual Asset Management US LLC
N/A—2,667-2,667-100%$3.1M———
Trustmark Bank Trust Department
N/A—2,661-2,661-100%$3.1M———
Compass Capital Corp
N/A—2,652-2,652-100%$2.3M———
Resurgent Financial Advisors LLC
N/A—2,651-2,651-100%$3.1M———
United Bank
N/A—2,640-2,640-100%$3.0M———
Performance Wealth Partners, LLC
N/A—2,632-2,632-100%$3.0M———
Fortis Capital Advisors, LLC
N/A—2,626-2,626-100%$3.0M———
Maridea Wealth Management LLC
N/A—2,624-2,624-100%$3.0M———
CFO4Life Group, LLC
N/A—2,618-2,618-100%$3.0M———
Thompson David Blair
N/A—2,605-2,605-100%$3.0M———
Index Technologies Group LLC
N/A—2,603-2,603-100%$3.0M———
Advisory Alpha, LLC
N/A—2,602-2,602-100%$3.0M———
National Philanthropic Trust
N/A—2,597-2,597-100%$3.0M———
Atlantic Union Bankshares Corp
N/A—2,596-2,596-100%$3.0M———
M.D. Sass, LLC
N/A—2,567-2,567-100%$3.0M———
American Money Management, LLC
N/A—2,559-2,559-100%$3.0M———
New Republic Capital, LLC
N/A—2,559-2,559-100%$3.0M———
O'Neil Global Advisors, Inc.
N/A—2,557-2,557-100%$3.0M———
Clal Insurance Enterprises Holdings Ltd
N/A—2,544-2,544-100%$2.9M———
US Asset Management LLC
N/A—2,523-2,523-100%$2.9M———
Cambria Investment Management, L.P.
N/A—2,522-2,522-100%$2.9M———
Aventura Private Wealth, LLC
N/A—2,503-2,503-100%$2.9M———
KP Management LLC
N/A—2,500-2,500-100%$2.9M———
Impact Partnership Wealth, LLC
N/A—2,477-2,477-100%$2.9M———
Navis Wealth Advisors, LLC
N/A—2,467-2,467-100%$2.8M———
Lighthouse Investment Partners, LLC
N/A—2,458-2,458-100%$2.8M———
Regal Investment Advisors LLC
N/A—2,451-2,451-100%$2.8M———
One Wealth Advisors, LLC
N/A—2,434-2,434-100%$2.8M———
Fayez Sarofim & Co
N/A—2,420-2,420-100%$2.8M———
Sfmg, LLC
N/A—2,414-2,414-100%$2.8M———
Saturna Capital Corp
N/A—2,410-2,410-100%$2.4M———
Yarger Wealth Strategies, LLC
N/A—2,401-2,401-100%$2.4M———
First Foundation Advisors
N/A—2,388-2,388-100%$2.8M———
Forum Finance Group S.A.
N/A—2,381-2,381-100%$2.2K———
Mirabaud Asset Management Ltd
N/A—2,379-2,379-100%$2.7M———
Khazanah Nasional Berhad
N/A—2,368-2,368-100%$2.7M———
Bantamac Capital, LLC
N/A—2,365-2,365-100%$2.7M———
Riverstone Advisors, LLC
N/A—2,350-2,350-100%$2.7M———
DV Trading LLC
N/A—2,327-2,327-100%$2.2M———
Aperture Investors, LLC
N/A—2,325-2,325-100%$2.7M———
Hartford Funds Management Co LLC
N/A—2,319-2,319-100%$2.7M———
ABS Investment Management LLC
N/A—2,309-2,309-100%$2.0M———
Douglass Winthrop Advisors, LLC
N/A—2,308-2,308-100%$2.7M———
Ameriflex Group, Inc.
N/A—2,305-2,305-100%$2.7M———
Headinvest, LLC
N/A—2,293-2,293-100%$2.6M———
Aspire Growth Partners LLC
N/A—2,274-2,274-100%$2.6M———
GSA Capital Partners LLP
N/A—2,261-2,261-100%$2.6M———
Adams Wealth Management
N/A—2,259-2,259-100%$2.6M———
Richard W. Paul & Associates, LLC
N/A—2,257-2,257-100%$2.6M———
Mount Lucas Management LP
N/A—2,244-2,244-100%$2.6M———
Symmetry Investments LP
N/A—2,225-2,225-100%$2.6M———
Cullen Capital Management, LLC
N/A—2,223-2,223-100%$2.6M———
Samara Investment Management, LLC
N/A—2,218-2,218-100%$2.6M———
Whalerock Point Partners, LLC
N/A—2,213-2,213-100%$2.6M———
Erste Towarzystwo Funduszy Inwestycyjnych S.A.
N/A—2,204-2,204-100%$2.5M———
Kapstone Financial Advisors LLC
N/A—2,197-2,197-100%$2.5M———
LRI Investments, LLC
N/A—2,190-2,190-100%$2.5M———
UP Strategic Wealth Investment Advisors LLC
N/A—2,189-2,189-100%$2.0M———
Wrapmanager Inc
N/A—2,188-2,188-100%$2.5M———
Wick Capital Partners, LLC
N/A—2,181-2,181-100%$2.5M———
Haverford Trust Co
N/A—2,175-2,175-100%$2.5M———
Knightsbridge Asset Management, LLC
N/A—2,171-2,171-100%$2.5M———
Ruane, Cunniff & Goldfarb L.P.
N/A—2,162-2,162-100%$2.5M———
Petra Financial Advisors Inc
N/A—2,129-2,129-100%$2.5M———
Invst, LLC
N/A—2,124-2,124-100%$2.5M———
Nutshell Asset Management Ltd
N/A—2,118-2,118-100%$2.4M———
Elequin Capital, LP
N/A—2,116-2,116-100%$2.4M———
44 Wealth Management LLC
N/A—2,116-2,116-100%$2.4M———
Wellington-Altus USA Inc.
N/A—2,116-2,116-100%$714.9K———
HM Payson & Co
N/A—2,101-2,101-100%$2.4M———
Barrier Capital Management, LLC
N/A—2,100-2,100-100%$2.4M———
Kintra Wealth, LLC
N/A—2,096-2,096-100%$2.0M———
Magnolia Capital Advisors LLC
N/A—2,095-2,095-100%$2.4M———
Allium Financial Advisors, LLC
N/A—2,087-2,087-100%$2.4M———
Madison Wealth Partners, Inc
N/A—2,086-2,086-100%$2.4M———
Wealth Alliance, LLC
N/A—2,086-2,086-100%$2.4M———
Avanda Investment Management Pte. Ltd.
N/A—2,080-2,080-100%$2.4M———
Cary Street Partners Investment Advisory LLC
N/A—2,077-2,077-100%$2.4M———
Red Wave Investments LLC
N/A—2,053-2,053-100%$2.4M———
Sittner & Nelson, LLC
N/A—2,053-2,053-100%$2.4M———
Persistent Asset Partners Ltd
N/A—2,053-2,053-100%$2.4M———
Estate Counselors, LLC
N/A—2,048-2,048-100%$2.4M———
Peregrine Asset Advisers, Inc.
N/A—2,037-2,037-100%$2.4M———
Bernard Wealth Management Corp.
N/A—2,033-2,033-100%$2.3M———
Bank Hapoalim BM
N/A—2,031-2,031-100%$2.3M———
Berkeley Capital Partners, LLC
N/A—2,025-2,025-100%$2.3M———
Lbmc Investment Advisors, LLC
N/A—2,010-2,010-100%$2.3M———
Intercapital, LLC
N/A—2,000-2,000-100%$2.3M———
Ellevest, Inc.
N/A—1,997-1,997-100%$2.2M———
Nicholson Meyer Capital Management, Inc.
N/A—1,996-1,996-100%$2.3M———
Stance Capital LLC
N/A—1,994-1,994-100%$2.3M———
B & T Capital Management DBA Alpha Capital Management
N/A—1,994-1,994-100%$2.3M———
Pgim Custom Harvest LLC
N/A—1,985-1,985-100%$2.3M———
AlphaGrep UK Ltd
N/A—1,979-1,979-100%$2.3M———
Trivant Custom Portfolio Group, LLC
N/A—1,973-1,973-100%$2.3M———
JTC Employer Solutions Trustee Ltd
N/A—1,959-1,959-100%$141———
Centric Wealth Management
N/A—1,937-1,937-100%$1.1M———
Ionic Capital Management LLC
N/A—1,918-1,918-100%$2.2M———
Red Door Wealth Management, LLC
N/A—1,914-1,914-100%$2.2M———
Cascades Capital Asset Management, LLC
N/A—1,911-1,911-100%$2.2M———
Rowlandmiller & Partners.adv
N/A—1,910-1,910-100%$2.2M———
BlackDiamond Wealth Management, LLC
N/A—1,903-1,903-100%$1.6M———
Alan B Lancz & Associates, Inc.
N/A—1,900-1,900-100%$2.2M———
Essex Financial Services, Inc.
N/A—1,897-1,897-100%$2.2M———
Exit Wealth Advisors, Llc.
N/A—1,896-1,896-100%$2.2M———
Arrow Capital Management, LLC
N/A—1,891-1,891-100%$2.2M———
Texas Capital Bank Wealth Management Services Inc
N/A—1,889-1,889-100%$2.2M———
Turner Financial Group, Inc.
N/A—1,888-1,888-100%$2.2M———
Fullerton Fund Management Co Ltd.
N/A—1,887-1,887-100%$2.2M———
Anatole Investment Management Ltd
N/A—1,886-1,886-100%$2.2M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1,884-1,884-100%$2.2M———
Sunflower Bank, N.A.
N/A—1,870-1,870-100%$2.2M———
Caitlin John, LLC
N/A—1,855-1,855-100%$2.1M———
Odyssean, LLC
N/A—1,849-1,849-100%$2.1M———
Pingora Partners LLC
N/A—1,836-1,836-100%$2.1M———
WealthTrust Axiom LLC
N/A—1,835-1,835-100%$2.1M———
Tripletail Wealth Management, LLC
N/A—1,832-1,832-100%$1.8M———
Ponta Wealth Partners, LLC
N/A—1,832-1,832-100%$2.1M———
Richmond Brothers, Inc.
N/A—1,815-1,815-100%$2.1M———
Icon Advisers Inc
N/A—1,800-1,800-100%$2.1M———
Pinnbrook Capital Management LP
N/A—1,800-1,800-100%$2.1M———
Advent Capital Management
N/A—1,800-1,800-100%$2.1M———
Evolutionary Tree Capital Management, LLC
N/A—1,785-1,785-100%$2.1M———
Wealth Management Associates, Inc.
N/A—1,775-1,775-100%$2.0M———
Prostatis Group LLC
N/A—1,770-1,770-100%$2.0M———
CVA Family Office, LLC
N/A—1,766-1,766-100%$2.0M———
One Capital Management, LLC
N/A—1,754-1,754-100%$592.6K———
SGL Investment Advisors, Inc.
N/A—1,744-1,744-100%$1.5M———
Greenline Wealth Management LLC
N/A—1,741-1,741-100%$2.0M———
Spirepoint Private Client, LLC
N/A—1,730-1,730-100%$2.0M———
denkapparat Operations GmbH
N/A—1,728-1,728-100%$2.0M———
Fiduciary Financial Advisors
N/A—1,716-1,716-100%$2.0M———
Miller Capital Partners, Inc.
N/A—1,715-1,715-100%$2.0M———
Wellspring Financial Advisors, LLC
N/A—1,708-1,708-100%$2.0M———
JMN Financial LLC
N/A—1,701-1,701-100%$2.0M———
Boothbay Fund Management, LLC
N/A—1,694-1,694-100%$2.0M———
Atlas Legacy Advisors, LLC
N/A—1,685-1,685-100%$1.5M———
Maverick Capital LTD
N/A—1,673-1,673-100%$1.9M———
Reliant Investment Partners, LLC
N/A—1,663-1,663-100%$1.9M———
Spreng Capital Management, Inc.
N/A—1,660-1,660-100%$1.9M———
PCB Capital LLC
N/A—1,653-1,653-100%$1.9M———
Consilio Wealth Advisors, LLC
N/A—1,639-1,639-100%$1.9M———
Oxford Asset Management LLP
N/A—1,638-1,638-100%$1.9M———
Swan Global Investments, LLC
N/A—1,632-1,632-100%$1.9M———
Secured Retirement Advisors, LLC
N/A—1,632-1,632-100%$1.9M———
Deepwater Asset Management, LLC
N/A—1,629-1,629-100%$1.9M———
BOK Financial Private Wealth, Inc.
N/A—1,618-1,618-100%$1.9M———
Summit Wealth Partners, LLC
N/A—1,598-1,598-100%$1.8M———
New World Advisors LLC
N/A—1,593-1,593-100%$1.8M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—1,583-1,583-100%$1.8M———
HHM Wealth Advisors, LLC
N/A—1,579-1,579-100%$1.8M———
Prosperity Bancshares Inc
N/A—1,576-1,576-100%$1.8M———
USA Financial Formulas
N/A—1,576-1,576-100%$1.8M———
Meadowbrook Advisors Group, LLC
N/A—1,575-1,575-100%$1.8M———
Bradley Foster & Sargent Inc
N/A—1,573-1,573-100%$1.8M———
Tiemann Investment Advisors, LLC
N/A—1,570-1,570-100%$1.8M———
Fortress Private Ledger, LLC
N/A—1,557-1,557-100%$1.8M———
Rialto Wealth Management, LLC
N/A—1,551-1,551-100%$1.8M———
Fieldview Capital Management, LLC
N/A—1,549-1,549-100%$1.8M———
Fielder Capital Group LLC
N/A—1,544-1,544-100%$1.8M———
Hexagon Capital Partners LLC
N/A—1,540-1,540-100%$1.8M———
Founders Financial Alliance, LLC
N/A—1,531-1,531-100%$1.8M———
Cladis Investment Advisory, LLC
N/A—1,524-1,524-100%$1.8M———
Stonebridge Capital Management Inc
N/A—1,517-1,517-100%$1.8M———
N.E.W. Advisory Services LLC
N/A—1,515-1,515-100%$1.7M———
FourThought Financial Partners, LLC
N/A—1,505-1,505-100%$1.7M———
RPS Advisory Solutions LLC
N/A—1,502-1,502-100%$1.7M———
Myda Advisors LLC
N/A—1,500-1,500-100%$1.7M———
Centennial Bank
N/A—1,500-1,500-100%$1.7M———
Discovery Capital Management, LLC / CT
N/A—1,498-1,498-100%$1.7M———
1015 Capital Partners, LLC
N/A—1,492-1,492-100%$1.7M———
Legacy Capital Group California, Inc.
N/A—1,484-1,484-100%$1.7M———
Aspire Capital Advisors LLC
N/A—1,470-1,470-100%$1.7M———
Legacy Capital Wealth Management, LLC
N/A—1,462-1,462-100%$1.7M———
Mosaic Financial Group, LLC
N/A—1,449-1,449-100%$1.7M———
Severin Investments, LLC
N/A—1,441-1,441-100%$1.7M———
Markin Volterra Fund LP
N/A—1,434-1,434-100%$1.7M———
Main Street Financial Solutions, LLC
N/A—1,431-1,431-100%$1.7M———
Infrastructure Capital Advisors, LLC
N/A—1,431-1,431-100%$1.7M———
Brandywine Managers, LLC
N/A—1,416-1,416-100%$1.6M———
Hartree Partners, LP
N/A—1,403-1,403-100%$1.6M———
Cape COD Five Cents Savings Bank
N/A—1,402-1,402-100%$1.6M———
Estabrook Capital Management
N/A—1,400-1,400-100%$1.6M———
Core Alternative Capital
N/A—1,392-1,392-100%$1.6M———
Mitchell Mcleod Pugh & Williams Inc
N/A—1,375-1,375-100%$1.6M———
Synergy Financial Group, LTD
N/A—1,368-1,368-100%$1.6M———
Drucker Wealth 3.0, LLC
N/A—1,367-1,367-100%$1.6M———
Tradewinds, Llc.
N/A—1,361-1,361-100%$1.8M———
Legacy Wealth Advisors, LLC
N/A—1,360-1,360-100%$1.6M———
Marco Investment Management LLC
N/A—1,353-1,353-100%$1.6M———
one8zero8, LLC
N/A—1,350-1,350-100%$1.6M———
M3 Advisory Group, LLC
N/A—1,346-1,346-100%$1.6M———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—1,343-1,343-100%$1.6M———
Hills Bank & Trust Co
N/A—1,342-1,342-100%$1.5M———
C M Bidwell & Associates LTD
N/A—1,341-1,341-100%$1.5M———
RNC Capital Management LLC
N/A—1,336-1,336-100%$1.5M———
RED Reef Advisors LLC
N/A—1,336-1,336-100%$1.5M———
Strategic Investment Solutions, Inc.
N/A—1,327-1,327-100%$1.5M———
Elevation Advisory Partners LLC
N/A—1,325-1,325-100%$1.1M———
NorthStar Asset Management LLC
N/A—1,319-1,319-100%$1.5M———
Strategies Wealth Advisors, LLC
N/A—1,313-1,313-100%$1.5M———
Investment Advisory Group, LLC
N/A—1,309-1,309-100%$1.5M———
Crewe Advisors LLC
N/A—1,306-1,306-100%$1.5M———
MWA Asset Management
N/A—1,305-1,305-100%$1.5M———
Harbor Advisory Corp
N/A—1,304-1,304-100%$1.5M———
Wealth Advisors of Tampa Bay, LLC
N/A—1,300-1,300-100%$1.5M———
III Capital Management
N/A—1,300-1,300-100%$1.5M———
Bragg Financial Advisors, Inc
N/A—1,295-1,295-100%$1.5M———
Peak Planning Group, LLC
N/A—1,291-1,291-100%$1.5M———
Ironwood Investment Counsel, LLC
N/A—1,288-1,288-100%$1.5M———
Frisch Financial Group, Inc.
N/A—1,278-1,278-100%$1.5M———
Omnia Family Wealth, LLC
N/A—1,277-1,277-100%$1.5M———
Fairtree Asset Management (Pty) Ltd
N/A—1,262-1,262-100%$1.5M———
HighVista Strategies LLC
N/A—1,260-1,260-100%$1.5M———
Greenwich Wealth Management LLC
N/A—1,253-1,253-100%$1.4M———
Legato Capital Management LLC
N/A—1,252-1,252-100%$1.4M———
Twin Peaks Wealth Advisors, LLC
N/A—1,251-1,251-100%$1.4M———
EMC Capital Management
N/A—1,250-1,250-100%$1.2K———
Borer Denton & Associates, Inc.
N/A—1,244-1,244-100%$1.4M———
Financial Engines Advisors L.L.C.
N/A—1,240-1,240-100%$1.4M———
Highbridge Capital Management LLC
N/A—1,239-1,239-100%$1.4M———
Blueshift Asset Management, LLC
N/A—1,234-1,234-100%$1.4M———
OneAscent Family Office, LLC
N/A—1,233-1,233-100%$1.4M———
FSA Advisors, Inc.
N/A—1,232-1,232-100%$1.4M———
Dixon Mitchell Investment Counsel Inc.
N/A—1,227-1,227-100%$1.4M———
Baldwin Investment Management, LLC
N/A—1,227-1,227-100%$1.4M———
1248 Management, LLC
N/A—1,227-1,227-100%$1.4M———
Clarendon Private LLC
N/A—1,222-1,222-100%$1.4M———
MidFirst Bank
N/A—1,209-1,209-100%$1.4M———
Novare Capital Management LLC
N/A—1,207-1,207-100%$1.4M———
Modus Advisors, LLC
N/A—1,206-1,206-100%$1.4M———
Aspiring Ventures, LLC
N/A—1,202-1,202-100%$1.4M———
Aberdeen Wealth Management LLC
N/A—1,192-1,192-100%$1.4M———
PSI Advisors, LLC
N/A—1,191-1,191-100%$1.4M———
Aster Capital Management (Difc) Ltd
N/A—1,167-1,167-100%$1.3M———
Capital Analysts, LLC
N/A—1,157-1,157-100%$1.3M———
Purpose Unlimited Inc.
N/A—1,156-1,156-100%$1.3M———
Sollinda Capital Management LLC
N/A—1,155-1,155-100%$1.3M———
Jupiter Wealth Management LLC
N/A—1,150-1,150-100%$1.3M———
Longitude (Cayman) Ltd.
N/A—1,150-1,150-100%$1.3M———
TFR Capital, Llc.
N/A—1,146-1,146-100%$1.3M———
Westwood Holdings Group Inc
N/A—1,140-1,140-100%$1.3M———
Fort Point Capital Partners LLC
N/A—1,139-1,139-100%$1.3M———
Aspen Grove Capital, LLC
N/A—1,138-1,138-100%$1.3M———
FMB Wealth Management
N/A—1,135-1,135-100%$1.3M———
Wealthquest Corp
N/A—1,129-1,129-100%$1.3M———
Orion Capital Management LLC
N/A—1,125-1,125-100%$1.3M———
Manning & Napier Advisors LLC
N/A—1,125-1,125-100%$1.3M———
Sender Co & Partners, Inc.
N/A—1,121-1,121-100%$1.3M———
Altshuler Shaham Ltd
N/A—1,121-1,121-100%$1.3M———
Signet Private Wealth LLC
N/A—1,120-1,120-100%$1.3M———
Vista Cima Wealth Management LLC
N/A—1,116-1,116-100%$1.3M———
Payne Capital Management, LLC
N/A—1,115-1,115-100%$1.3M———
Cedarwood Wealth LLC
N/A—1,114-1,114-100%$1.3M———
Aigen Investment Management, LP
N/A—1,105-1,105-100%$1.3M———
Everest Private Wealth
N/A—1,104-1,104-100%$1.3M———
Topsail Wealth Management, LLC
N/A—1,100-1,100-100%$1.3M———
Klcm Advisors, Inc.
N/A—1,089-1,089-100%$1.3M———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—1,084-1,084-100%$1.3M———
Cascade Financial Partners, LLC
N/A—1,082-1,082-100%$1.2M———
Intellus Advisors LLC
N/A—1,078-1,078-100%$1.2M———
Allied Private Wealth LLC
N/A—1,076-1,076-100%$1.0M———
Elm Partners Management LLC
N/A—1,075-1,075-100%$1.2M———
Heron Bay Capital Management
N/A—1,068-1,068-100%$1.2M———
Lombard Odier Asset Management (USA) Corp
N/A—1,064-1,064-100%$1.2M———
Davis R M Inc
N/A—1,064-1,064-100%$1.2M———
Strategic Wealth Partners, Ltd.
N/A—1,046-1,046-100%$1.2M———
Meridian Wealth Advisors, LLC
N/A—1,040-1,040-100%$1.2M———
Birchcreek Wealth Management, LLC
N/A—1,037-1,037-100%$1.2M———
Laraway Financial Advisors Inc
N/A—1,035-1,035-100%$1.2M———
SOA Wealth Advisors, Llc.
N/A—1,028-1,028-100%$1.2M———
LeClair Wealth Partners LLC
N/A—1,027-1,027-100%$1.2M———
Glen Eagle Advisors, LLC
N/A—1,008-1,008-100%$1.2M———
Crews Bank & Trust
N/A—1,007-1,007-100%$1.2M———
Tejara Capital Ltd
N/A—1,000-1,000-100%$1.2M———
LM Advisors LLC
N/A—991-991-100%$1.1M———
CMC Financial Group
N/A—987-987-100%$1.1M———
Vistica Wealth Advisors, LLC
N/A—984-984-100%$1.1M———
Keyvantage Wealth, LLC
N/A—983-983-100%$1.1M———
Smith, Moore & Co.
N/A—980-980-100%$1.1M———
Pennington Partners & Co., LLC
N/A—968-968-100%$1.1M———
Vantage Point Financial LLC
N/A—964-964-100%$1.1M———
Polymer Capital Management (US) LLC
N/A—963-963-100%$1.1M———
King Wealth Management Group
N/A—961-961-100%$1.1M———
Perissos Private Wealth Management, LLC
N/A—959-959-100%$1.1M———
Partners Capital Investment Group, LLP
N/A—950-950-100%$1.1M———
1ST Source Bank
N/A—948-948-100%$1.1M———
Pasadena Private Wealth, LLC
N/A—944-944-100%$1.1M———
Capital Advisors Inc
N/A—942-942-100%$1.1M———
Resolute Wealth Advisor, Inc.
N/A—941-941-100%$318.0K———
Argent Advisors, Inc.
N/A—940-940-100%$1.1M———
SCS Capital Management LLC
N/A—936-936-100%$1.1M———
Planning Alternatives LTD
N/A—931-931-100%$1.1M———
American Financial Advisors, LLC
N/A—925-925-100%$1.1M———
Kelman-Lazarov, Inc.
N/A—923-923-100%$1.1M———
Sandy Cove Advisors, LLC
N/A—917-917-100%$1.1M———
KEB Asset Management, LLC
N/A—916-916-100%$1.1M———
Vickerman Investment Advisors, Inc.
N/A—916-916-100%$1.1M———
Ardmore Road Asset Management LP
N/A—900-900-100%$1.0M———
J. M. Brown & Associates Inc.
N/A—897-897-100%$1.0M———
Alaethes Wealth, LLC
N/A—897-897-100%$1.0M———
Kiley Juergens Wealth Management, LLC
N/A—896-896-100%$1.0M———
Boreal Capital Management LLC
N/A—896-896-100%$1.0M———
Brio Consultants, LLC
N/A—890-890-100%$1.0M———
Walter & Keenan Wealth Management LLC
N/A—886-886-100%$1.0M———
Blalock Williams, LLC
N/A—884-884-100%$1.0M———
Maxele Advisors, LLC
N/A—881-881-100%$1.0M———
AXA S.A.
N/A—880-880-100%$885.7K———
Van Diest Capital, LLC
N/A—860-860-100%$992.3K———
Bluebird Wealth Management LLC
N/A—859-859-100%$991.5K———
Vines Capital Management, LLC
N/A—859-859-100%$991.5K———
Johnson Financial Group, Inc.
N/A—858-858-100%$990.4K———
Shay Capital LLC
N/A—855-855-100%$986.9K———
Wayfinding Financial, LLC
N/A—851-851-100%$983.0K———
Meridian Wealth Partners, LLC
N/A—836-836-100%$964.6K———
Beck Mack & Oliver LLC
N/A—835-835-100%$963.8K———
IFC Advisors LLC
N/A—833-833-100%$961.5K———
Thomist Capital Management, LP
N/A—830-830-100%$958.1K———
Callahan Advisors, LLC
N/A—817-817-100%$943.1K———
Storgate, LLC
N/A—815-815-100%$940.7K———
First Commonwealth Financial Corp
N/A—813-813-100%$938.4K———
Skandinaviska Enskilda Banken AB (publ)
N/A—806-806-100%$927.7K———
Francis Financial, Inc.
N/A—805-805-100%$929.2K———
Permanens Capital L.P.
N/A—800-800-100%$923.4K———
Lavaca Capital LLC
N/A—800-800-100%$923.4K———
Brand Asset Management Group, Inc.
N/A—798-798-100%$921.1K———
Marshall Financial Group, LLC
N/A—788-788-100%$909.6K———
Stonebridge Capital Advisors LLC
N/A—787-787-100%$908.6K———
SSI Investment Management LLC
N/A—784-784-100%$905.0K———
Imprint Wealth LLC
N/A—783-783-100%$903.8K———
Hopwood Nicholas Hunter
N/A—783-783-100%$903.3K———
FAS Wealth Partners, Inc.
N/A—774-774-100%$893.4K———
Kerr Financial Planning Corp
N/A—774-774-100%$892.4K———
Innovative Asset Advisors Group, LLC
N/A—771-771-100%$890.0K———
Fiducient Advisors LLC
N/A—770-770-100%$888.8K———
VeraBank, N.A.
N/A—763-763-100%$880.7K———
SkyView Investment Advisors, LLC
N/A—750-750-100%$866.0K———
Mason & Associates Inc
N/A—746-746-100%$861.5K———
Private Wealth Asset Management, LLC
N/A—745-745-100%$859.9K———
Dynamic Technology Lab Private Ltd
N/A—743-743-100%$858.0K———
CM Wealth Advisors LLC
N/A—742-742-100%$856.5K———
Pinnacle Family Advisors, LLC
N/A—734-734-100%$846.8K———
Northwest & Ethical Investments L.P.
N/A—724-724-100%$829.2K———
Aspen Capital Management, LLC
N/A—720-720-100%$830.9K———
Webster Bank, N. A.
N/A—720-720-100%$831.1K———
FreeGulliver LLC
N/A—718-718-100%$828.8K———
Beck Bode, LLC
N/A—717-717-100%$827.3K———
Strait & Sound Wealth Management LLC
N/A—712-712-100%$821.9K———
Silvant Capital Management LLC
N/A—710-710-100%$819.5K———
VSM Wealth Advisory, LLC
N/A—709-709-100%$818.4K———
Diametric Capital, LP
N/A—708-708-100%$817.2K———
American Trust
N/A—706-706-100%$814.9K———
Viawealth, LLC
N/A—705-705-100%$813.8K———
Oberweis Asset Management Inc/
N/A—700-700-100%$808.0K———
Cohen & Steers, Inc.
N/A—700-700-100%$808.0K———
Eaton-Cambridge Inc.
N/A—695-695-100%$802.2K———
Northstar Group, Inc.
N/A—695-695-100%$802.2K———
Bruce G. Allen Investments, LLC
N/A—690-690-100%$796.5K———
Elgethun Capital Management
N/A—685-685-100%$790.4K———
Connective Capital Management, LLC
N/A—683-683-100%$788.4K———
Lakeridge Wealth Management LLC
N/A—682-682-100%$786.8K———
Landing Point Financial Group, LLC
N/A—682-682-100%$787.5K———
Sequent Asset Management, LLC
N/A—680-680-100%$784.9K———
HFG Advisors, Inc.
N/A—680-680-100%$784.9K———
Alpine Global Management, LLC
N/A—680-680-100%$784.9K———
Requisite Capital Management, LLC
N/A—678-678-100%$782.6K———
Vantus Wealth LLC
N/A—677-677-100%$781.5K———
Ballast Advisors LLC
N/A—673-673-100%$776.8K———
Oder Investment Management, LLC
N/A—667-667-100%$769.9K———
Delta Investment Management, LLC
N/A—666-666-100%$768.8K———
Avant Capital LLC
N/A—664-664-100%$766.1K———
White Knight Strategic Wealth Advisors, LLC
N/A—657-657-100%$758.4K———
Inspire Advisors, LLC
N/A—653-653-100%$752.9K———
Abbot Financial Management, Inc.
N/A—650-650-100%$750.3K———
Chokshi & Queen Wealth Advisors, Inc
N/A—650-650-100%$750.3K———
Osborne Partners Capital Management, LLC
N/A—648-648-100%$748.0K———
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A—648-648-100%$748.0K———
Sompo Asset Management Co., Ltd.
N/A—640-640-100%$738.7K———
Crawford Investment Counsel Inc
N/A—634-634-100%$731.3K———
Old North State Trust, LLC
N/A—630-630-100%$727.0K———
Aimz Investment Advisors, LLC
N/A—626-626-100%$722.6K———
JPL Wealth Management, LLC
N/A—624-624-100%$720.2K———
WorthPointe, LLC
N/A—624-624-100%$720.3K———
Synergy Investment Management, LLC
N/A—618-618-100%$611.2K———
Element Wealth, LLC
N/A—616-616-100%$711.0K———
Beckerman Institutional, LLC
N/A—614-614-100%$708.7K———
QVT Financial LP
N/A—610-610-100%$704.1K———
Harvest Investment Services, LLC
N/A—610-610-100%$704.1K———
Retirement Planning Group, LLC / NY
N/A—607-607-100%$700.9K———
CCG Wealth Management, LLC
N/A—605-605-100%$698.4K———
Capital & Planning, LLC
N/A—605-605-100%$698.5K———
Navalign, LLC
N/A—605-605-100%$698.3K———
Capula Management Ltd
N/A—603-603-100%$696.0K———
Ogorek Anthony Joseph
N/A—602-602-100%$695.0K———
Keystone Investors PTE LTD
N/A—600-600-100%$692.6K———
Financial Advisors Network, Inc.
N/A—599-599-100%$691.2K———
Hayek Kallen Investment Management
N/A—597-597-100%$689.0K———
Golden Road Advisors LLC
N/A—595-595-100%$686.8K———
Rollins Financial Advisors, LLC
N/A—594-594-100%$685.4K———
Parkwoods Wealth Partners, LLC
N/A—592-592-100%$683.3K———
Figure 8 Investment Strategies LLC
N/A—589-589-100%$679.9K———
Quarry LP
N/A—584-584-100%$674.1K———
Oxford Financial Group, Ltd. LLC
N/A—583-583-100%$673.0K———
VestGen Investment Management
N/A—583-583-100%$673.0K———
Oakmont Advisory Group, LLC
N/A—580-580-100%$669.1K———
Disciplined Investments, LLC
N/A—578-578-100%$667.1K———
Manhattan West Asset Management, LLC
N/A—578-578-100%$667.2K———
Ducere Wealth Management LLC
N/A—576-576-100%$665.0K———
Valtrion Capital Management, LLC
N/A—575-575-100%$663.7K———
Tyche Wealth Partners LLC
N/A—572-572-100%$660.4K———
Up Capital Management, Inc.
N/A—572-572-100%$660.3K———
Slagle Financial, LLC
N/A—570-570-100%$658.0K———
First Western Trust Bank
N/A—565-565-100%$652.2K———
Maripau Wealth Management LLC
N/A—565-565-100%$651.7K———
Granite Bay Wealth Management, LLC
N/A—564-564-100%$650.0K———
Traub Capital Management LLC
N/A—564-564-100%$651.0K———
Claris Advisors, LLC / MO /
N/A—563-563-100%$649.9K———
Investor's Fiduciary Advisor Network, LLC
N/A—559-559-100%$645.0K———
Greenland Capital Management LP
N/A—558-558-100%$644.1K———
Strive Financial Group,LLC
N/A—558-558-100%$644.1K———
Motco
N/A—550-550-100%$634.9K———
Paces Ferry Wealth Advisors, LLC
N/A—547-547-100%$631.7K———
IKE Capital, LLC
N/A—545-545-100%$629.1K———
Permanent Capital Management, LP
N/A—542-542-100%$626.1K———
Massar Capital Management, LP
N/A—542-542-100%$625.6K———
Westfuller Advisors, LLC
N/A—540-540-100%$623.9K———
Northwest Quadrant Wealth Management, LLC
N/A—538-538-100%$620.9K———
Dogwood Wealth Management LLC
N/A—536-536-100%$618.7K———
Storen Legacy Partners, LLC
N/A—534-534-100%$616.6K———
Alongside, LLC
N/A—534-534-100%$616.4K———
49 Wealth Management, LLC
N/A—534-534-100%$616.4K———
Saiph Capital, LLC
N/A—533-533-100%$615.2K———
Johnson Wealth Management, LLC
N/A—529-529-100%$610.6K———
Holistic Financial Partners
N/A—528-528-100%$609.5K———
Wescott Financial Advisory Group, LLC
N/A—525-525-100%$606.4K———
Field & Main Bank
N/A—523-523-100%$603.7K———
Capital Investment Management, Inc.
N/A—522-522-100%$602.5K———
Meramec Financial Planners, LLC
N/A—522-522-100%$469.9K———
Chaney Capital Management, Inc.
N/A—521-521-100%$601.4K———
Sandler Capital Management
N/A—520-520-100%$600.2K———
Integrity Financial Corp
N/A—519-519-100%$599.1K———
Virtus Advisers, LLC
N/A—517-517-100%$596.8K———
Hutchinson Capital Management
N/A—514-514-100%$593.3K———
Alesco Advisors, LLC, An ESL Co
N/A—508-508-100%$586.4K———
Continental Investors Services, Inc.
N/A—507-507-100%$459.1K———
AR Asset Management Inc
N/A—505-505-100%$582.9K———
Corus Family Wealth Advisors
N/A—501-501-100%$578.5K———
Menlo Advisors LLC
N/A—500-500-100%$577.0K———
Clare Market Investments LLC
N/A—500-500-100%$577.1K———
CSS LLC
N/A—500-500-100%$577.1K———
Mark Sheptoff Financial Planning, LLC
N/A—500-500-100%$577.1K———
New Paradigm Capital Management, LLC
N/A—500-500-100%$577.1K———
Stelac Advisory Services LLC
N/A—494-494-100%$570.2K———
Mpwm Advisory Solutions, LLC
N/A—493-493-100%$569.5K———
KMT Wealth Management, LLC
N/A—490-490-100%$565.7K———
STG Securities, LLC
N/A—489-489-100%$564.4K———
Alpha Financial Partners LLC
N/A—488-488-100%$563.6K———
Lafayette Investments, Inc.
N/A—480-480-100%$554.1K———
Advance Capital Management, Inc.
N/A—479-479-100%$553.4K———
Two Sigma Securities, LLC
N/A—478-478-100%$551.8K———
Corsicana & Co.
N/A—474-474-100%$547.1K———
Investor AB
N/A—470-470-100%$542.5K———
Clarion Wealth Managment Partners, LLC
N/A—468-468-100%$540.5K———
Markin Asset Management, LP
N/A—466-466-100%$537.9K———
Tower Wealth Partners, Inc.
N/A—463-463-100%$534.4K———
Cheviot Value Management, LLC
N/A—460-460-100%$531.0K———
Cura Wealth Advisors, LLC
N/A—460-460-100%$530.9K———
Game Plan Financial Advisors, LLC
N/A—459-459-100%$529.8K———
V. M. Manning & Co., Inc.
N/A—458-458-100%$528.2K———
Panoramic Capital Partners, LLC
N/A—457-457-100%$527.5K———
Custos Family Office, LLC
N/A—457-457-100%$527.4K———
Zevin Asset Management LLC
N/A—455-455-100%$525.2K———
Kilter Group LLC
N/A—454-454-100%$524.0K———
Legacy Wealth Managment, LLC
N/A—452-452-100%$521.9K———
Palumbo Wealth Management LLC
N/A—446-446-100%$514.9K———
Hilltop Wealth Advisors, LLC
N/A—444-444-100%$512.5K———
Sequent Planning LLC
N/A—444-444-100%$512.7K———
Counterweight Ventures, LLC
N/A—444-444-100%$512.5K———
Triton Financial Group Inc
N/A—442-442-100%$510.2K———
Tilson Financial Group, Inc.
N/A—437-437-100%$504.2K———
Earnest Partners LLC
N/A—437-437-100%$504.4K———
Talisman Wealth Advisors LLC
N/A—435-435-100%$502.3K———
Oak Wealth Advisors LLC
N/A—433-433-100%$499.8K———
SageGuard Financial Group, LLC
N/A—422-422-100%$486.7K———
Verdad Advisers, LP
N/A—419-419-100%$483.6K———
Tidemark, LLC
N/A—417-417-100%$481.3K———
Cannon Wealth Management Services, LLC
N/A—416-416-100%$480.2K———
Mairs & Power Inc
N/A—410-410-100%$473.3K———
Curio Wealth, LLC
N/A—408-408-100%$471.0K———
Farringdon Capital, Ltd.
N/A—405-405-100%$467.5K———
OneAscent Investment Solutions LLC
N/A—404-404-100%$466.3K———
Tudor Financial Inc.
N/A—403-403-100%$465.2K———
Barnes Pettey Financial Advisors, LLC
N/A—403-403-100%$465.2K———
Centiva Capital, LP
N/A—403-403-100%$465.2K———
Snowwater Investment Partners, LLC
N/A—401-401-100%$462.9K———
Nalls Sherbakoff Group, LLC
N/A—400-400-100%$461.7K———
Sprott Inc.
N/A—400-400-100%$461.7K———
Feynman Point Asset Management LLC
N/A—400-400-100%$461.7K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—400-400-100%$461.7K———
Pursue Wealth Partners LLC
N/A—397-397-100%$458.3K———
Colter Lewis Investment Partners LLC
N/A—395-395-100%$455.9K———
J. Goldman & Co LP
N/A—393-393-100%$453.6K———
PIN OAK Investment Advisors Inc
N/A—391-391-100%$451.0K———
Integrated Investment Consultants, LLC
N/A—390-390-100%$450.0K———
Cadia Private Client LLC
N/A—390-390-100%$450.6K———
Capasso Planning Partners LLC
N/A—389-389-100%$448.8K———
Magnetar Financial LLC
N/A—382-382-100%$440.9K———
Caldwell Sutter Capital, Inc.
N/A—382-382-100%$440.9K———
Kemnay Advisory Services Inc.
N/A—381-381-100%$439.8K———
Tulsa Wealth Advisors, Inc
N/A—375-375-100%$432.7K———
W1m Asset Management Ltd
N/A—374-374-100%$430.5K———
PMV Capital Advisers, LLC
N/A—373-373-100%$430.6K———
WealthCollab, LLC
N/A—372-372-100%$429.4K———
Brave Asset Management Inc
N/A—371-371-100%$428.2K———
Cloud Capital Management, LLC
N/A—368-368-100%$425.0K———
WealthShield Partners, LLC
N/A—368-368-100%$424.8K———
Seneca House Advisors
N/A—368-368-100%$424.2K———
Proactive Wealth Strategies LLC
N/A—366-366-100%$422.5K———
Resolute Wealth Strategies, LLC
N/A—365-365-100%$421.3K———
WNY Asset Management, LLC
N/A—361-361-100%$416.4K———
Landscape Capital Management, L.L.C.
N/A—360-360-100%$415.5K———
North Star Asset Management Inc
N/A—358-358-100%$412.8K———
Bolthouse Investments, LLC
N/A—355-355-100%$409.8K———
Dearborn Partners LLC
N/A—354-354-100%$408.6K———
Rockbridge Investment Management, LCC
N/A—354-354-100%$408.6K———
Intentional Wealth Strategies, LLC
N/A—353-353-100%$407.5K———
Henrickson Nauta Wealth Advisors, Inc.
N/A—352-352-100%$406.7K———
1776 Wealth LLC
N/A—350-350-100%$404.0K———
S&T Bank
N/A—350-350-100%$404.0K———
Second Half Financial Partners, LLC
N/A—350-350-100%$404.0K———
MRP Capital Investments, LLC
N/A—346-346-100%$399.6K———
Buckley Wealth Management, LLC
N/A—339-339-100%$391.3K———
Laidlaw Wealth Management LLC
N/A—339-339-100%$391.3K———
Sun Financial Inc
N/A—338-338-100%$291.1K———
BlueStem Wealth Partners, LLC
N/A—336-336-100%$387.9K———
PAX Financial Group, LLC
N/A—330-330-100%$380.9K———
Bay Rivers Group
N/A—330-330-100%$380.9K———
LifePlan Investment Advisors, Inc.
N/A—327-327-100%$377.5K———
Causey Wealth LLC
N/A—325-325-100%$375.1K———
Destination Wealth Management
N/A—324-324-100%$374.0K———
Wealthspire Retirement, LLC
N/A—322-322-100%$371.4K———
First National Bank & Trust Co of Newtown
N/A—322-322-100%$265.0K———
Macro Advisors, Inc.
N/A—320-320-100%$369.4K———
Painted Porch Advisors LLC
N/A—320-320-100%$369.5K———
Kensington Investment Counsel, LLC
N/A—319-319-100%$368.2K———
J Hagan Capital, Inc.
N/A—318-318-100%$367.1K———
Bannerstone Capital Management, LLC
N/A—316-316-100%$364.8K———
TPG Financial Advisors, LLC
N/A—314-314-100%$362.4K———
Wallace Advisory Group, LLC
N/A—311-311-100%$359.0K———
CMT Capital Markets Trading GmbH
N/A—311-311-100%$359.0K———
Evernest Financial Advisors, LLC
N/A—311-311-100%$358.6K———
Houlihan Financial Resource Group, Ltd.
N/A—310-310-100%$357.8K———
Concorde Asset Management, LLC
N/A—308-308-100%$355.5K———
E-Wealth Partners, LLC
N/A—307-307-100%$354.4K———
River Wealth Advisors LLC
N/A—305-305-100%$352.3K———
Fairfield, Bush & Co.
N/A—305-305-100%$352.1K———
Coastwise Capital Group, LLC
N/A—305-305-100%$352.1K———
Vienna Asset Management LLC
N/A—305-305-100%$352.1K———
Bearing Point Capital, LLC
N/A—303-303-100%$349.8K———
Bridges Investment Management Inc
N/A—303-303-100%$349.8K———
Plotkin Financial Advisors, LLC
N/A—303-303-100%$349.7K———
Cornerstone Financial Management LLC
N/A—302-302-100%$348.6K———
Alamea Verwaltungs GmbH
N/A—302-302-100%$348.6K———
Tobias Financial Advisors, Inc.
N/A—302-302-100%$348.6K———
Carr Financial Group Corp
N/A—302-302-100%$348.6K———
Presper Financial Architects, LLC
N/A—301-301-100%$347.4K———
Resolute Advisors LLC
N/A—300-300-100%$346.3K———
Prepared Retirement Institute LLC
N/A—300-300-100%$346.3K———
Bawa N Mallick Trust
N/A—300-300-100%$346.3K———
Canal Capital Management, LLC
N/A—299-299-100%$344.6K———
Roble, Belko & Company, Inc
N/A—299-299-100%$346.0K———
Stokes Family Office, LLC
N/A—298-298-100%$344.0K———
Advocacy Wealth Management, LLC
N/A—297-297-100%$342.8K———
Bank of Marin
N/A—296-296-100%$341.7K———
Chancellor Financial Group WB LP
N/A—296-296-100%$341.7K———
Lansing Street Advisors
N/A—296-296-100%$341.7K———
Palisades Hudson Asset Management, L.P.
N/A—295-295-100%$328.0K———
Phillips Wealth Planners LLC
N/A—290-290-100%$272.1K———
Prestige Wealth Management Group LLC
N/A—289-289-100%$333.6K———
Tencap Wealth Coaching, LLC
N/A—287-287-100%$331.5K———
Ketron Financial
N/A—286-286-100%$330.1K———
Members Trust Co
N/A—285-285-100%$329.0K———
McDonough Capital Management, Inc
N/A—283-283-100%$326.7K———
Aegis Wealth Management LLC
N/A—283-283-100%$326.7K———
Vega Investment Solutions
N/A—282-282-100%$325.5K———
Magnolia Private Wealth, LLC
N/A—280-280-100%$323.2K———
Van Hulzen Asset Management, LLC
N/A—277-277-100%$319.8K———
IQ EQ Fund Management (Singapore) Private Ltd
N/A—273-273-100%$315.1K———
Tumwater Wealth Management, LLC
N/A—272-272-100%$314.0K———
Millington Financial Advisors, LLC
N/A—267-267-100%$226.7K———
Sierra Capital LLC
N/A—266-266-100%$307.0K———
Investments & Financial Planning, LLC
N/A—266-266-100%$307.0K———
Mayport, LLC
N/A—265-265-100%$305.9K———
BHK Investment Advisors, LLC
N/A—264-264-100%$304.7K———
Gross & Hartman Investments LLC
N/A—263-263-100%$303.6K———
Serenus Wealth Advisors, LLC
N/A—263-263-100%$303.6K———
Wulff, Hansen & Co.
N/A—261-261-100%$301.3K———
Ciovacco Capital Management LLC
N/A—261-261-100%$301.3K———
White Wing Wealth Management
N/A—260-260-100%$300.2K———
FOX RUN Management, L.L.C.
N/A—260-260-100%$300.1K———
HighMark Wealth Management LLC
N/A—257-257-100%$297.1K———
Swan Capital LLC
N/A—257-257-100%$296.7K———
Alexander Labrunerie & Co., Inc.
N/A—255-255-100%$294.3K———
Clifford Group, LLC
N/A—253-253-100%$292.0K———
Buffalo Business & Estate Services LTD
N/A—251-251-100%$289.8K———
Chilton Investment Co Inc.
N/A—247-247-100%$285.1K———
Westmount Partners, LLC
N/A—247-247-100%$285.2K———
Panoramic Investment Advisors, LLC
N/A—246-246-100%$284.0K———
S Harris Financial Group, LLC
N/A—244-244-100%$282.1K———
Chico Wealth RIA
N/A—243-243-100%$280.5K———
Vanguard National Trust Co
N/A—243-243-100%$280.5K———
January Capital Advisors LLC
N/A—242-242-100%$279.3K———
WPWealth LLP
N/A—241-241-100%$278.2K———
Rench Wealth Management, Inc.
N/A—240-240-100%$277.3K———
Warther Private Wealth, LLC
N/A—240-240-100%$277.0K———
Mainstay Capital Management LLC
N/A—240-240-100%$277.0K———
Rexford Capital Inc
N/A—239-239-100%$275.9K———
Safe Harbor Family Capital, LLC
N/A—238-238-100%$274.7K———
Presidio Capital Management, LLC
N/A—237-237-100%$273.4K———
Legacy Financial Group LLC
N/A—237-237-100%$273.6K———
Steelhead Wealth Management LLC
N/A—237-237-100%$273.0K———
Chelsea Counsel Co
N/A—235-235-100%$271.3K———
Wexford Capital LP
N/A—235-235-100%$271.3K———
Resolute Capital, LLC
N/A—234-234-100%$270.1K———
Colonial Trust Advisors
N/A—230-230-100%$266.1K———
Varcov Co.
N/A—229-229-100%$264.3K———
Twin City Private Wealth, LLC
N/A—228-228-100%$263.2K———
Frazier Financial Advisors, LLC
N/A—228-228-100%$263.1K———
Trailhead Planners LLC
N/A—227-227-100%$262.0K———
Raffa Wealth Management, LLC
N/A—227-227-100%$262.0K———
Forum Private Client Group LLC
N/A—226-226-100%$261.3K———
Ironvine Capital Partners, LLC
N/A—226-226-100%$260.9K———
Disciplined Investors, L.L.C.
N/A—225-225-100%$259.8K———
Petix & Botte Co
N/A—225-225-100%$259.7K———
Stonehage Fleming Financial Services Holdings Ltd
N/A—222-222-100%$256.3K———
One Wealth Management Investment & Advisory Services, LLC
N/A—221-221-100%$255.1K———
Nelson Capital Management, LLC
N/A—221-221-100%$255.1K———
Sand Hill Global Advisors, LLC
N/A—220-220-100%$253.9K———
Seven Springs Wealth Group, LLC
N/A—219-219-100%$252.8K———
PCG Wealth Advisors, LLC
N/A—219-219-100%$252.8K———
Beaird Harris Wealth Management, LLC
N/A—219-219-100%$252.5K———
Sandro Wealth Management LLC
N/A—219-219-100%$252.8K———
Colonial Trust Co / SC
N/A—218-218-100%$251.1K———
RiverGlades Family Offices LLC
N/A—217-217-100%$250.5K———
Baltimore-Washington Financial Advisors, Inc.
N/A—216-216-100%$249.3K———
Black Swift Group, LLC
N/A—215-215-100%$248.2K———
OV Management LLC
N/A—213-213-100%$245.9K———
One Charles Private Wealth Services, LLC
N/A—213-213-100%$245.8K———
BWM Planning, LLC
N/A—210-210-100%$242.4K———
Limestone Investment Advisors LP
N/A—208-208-100%$240.1K———
Pitti Group Wealth Management, LLC
N/A—208-208-100%$240.1K———
J.E. Simmons & Co., P.C.
N/A—208-208-100%$240.1K———
Dimension Capital Management LLC
N/A—206-206-100%$237.8K———
Tailwinds Wealth, LLC
N/A—206-206-100%$237.8K———
GatePass Capital, LLC
N/A—205-205-100%$236.6K———
Barnes Wealth Management Group, Inc
N/A—205-205-100%$236.6K———
Kickstand Ventures, Llc.
N/A—204-204-100%$235.0K———
Cadence Wealth Management LLC
N/A—204-204-100%$235.7K———
5T Wealth, LLC
N/A—204-204-100%$235.5K———
TAGStone Capital, Inc.
N/A—204-204-100%$235.8K———
MTM Financial Group, LLC
N/A—204-204-100%$235.5K———
Ramirez Asset Management, Inc.
N/A—203-203-100%$234.6K———
Lotus Technology Management, LP
N/A—201-201-100%$232.0K———
K.J. Harrison & Partners Inc
N/A—200-200-100%$230.9K———
ACT Capital Management, LLC
N/A—200-200-100%$230.9K———
WJ Financial Advisors LLC
N/A—200-200-100%$230.9K———
Intrepid Financial Planning Group LLC
N/A—200-200-100%$231.0K———
Prospect Financial Services LLC
N/A—197-197-100%$227.4K———
Kirtland Hills Capital Management, LLC
N/A—196-196-100%$226.2K———
Fiduciary Wealth Partners, LLC
N/A—193-193-100%$222.8K———
Gambit Capital Management, LLC
N/A—193-193-100%$222.8K———
Pettyjohn, Wood & White, Inc
N/A—190-190-100%$219.3K———
Thomasville National Bank
N/A—189-189-100%$218.2K———
Ruggiero Investments, Inc.
N/A—189-189-100%$218.2K———
Alaska Wealth Advisors, LLC
N/A—188-188-100%$217.0K———
Alpha Financial Advisors, LLC
N/A—188-188-100%$217.0K———
Mizuho Markets Cayman LP
N/A—186-186-100%$214.7K———
RB Capital Management, LLC
N/A—186-186-100%$214.2K———
Potentia Wealth
N/A—186-186-100%$214.7K———
Foster & Motley Inc
N/A—185-185-100%$214.0K———
University of Pittsburgh - Of the Commonwealth System of Higher Education
N/A—185-185-100%$213.5K———
Barnett & Company, Inc.
N/A—184-184-100%$212.4K———
Walsh & Associates, LLC
N/A—184-184-100%$212.4K———
Arbor Trust Wealth Advisors, LLC
N/A—183-183-100%$211.2K———
Northeast Planning Associates, Inc. / NH /
N/A—181-181-100%$208.9K———
Harris Associates L P
N/A—180-180-100%$207.8K———
TD Capital Management LLC
N/A—180-180-100%$208.0K———
Ritter Daniher Financial Advisory LLC / de
N/A—179-179-100%$206.6K———
Vermillion & White Wealth Management Group, LLC
N/A—178-178-100%$205.5K———
MB Generational Wealth, LLC
N/A—178-178-100%$205.7K———
Denver Wealth Management, Inc.
N/A—178-178-100%$205.5K———
Spinnaker Trust
N/A—177-177-100%$204.3K———
North Dallas Bank & Trust Co
N/A—176-176-100%$203.2K———
SAM Advisors, LLC
N/A—174-174-100%$200.8K———
Dunhill Financial, LLC
N/A—167-167-100%$192.8K———
Polar Asset Management Partners Inc.
N/A—166-166-100%$191.6K———
Godfrey Financial Associates, Inc.
N/A—163-163-100%$188.1K———
Darwin Wealth Management, LLC
N/A—162-162-100%$188.0K———
Osbon Capital Management LLC
N/A—158-158-100%$182.4K———
Park Place Capital Corp
N/A—138-138-100%$159.3K———
Wiser Advisor Group LLC
N/A—131-131-100%$151.2K———
Basepoint Wealth LLC
N/A—131-131-100%$151.0K———
BLI - Banque de Luxembourg Investments
N/A—130-130-100%$149.2K———
CoreFirst Bank & Trust
N/A—110-110-100%$127.0K———
Financial Life Planners
N/A—106-106-100%$122.5K———
CNB Bank
N/A—101-101-100%$116.6K———
Gould Capital, LLC
N/A—100-100-100%$115.4K———
Medallion Wealth Advisors, LLC
N/A—100-100-100%$115.4K———
Steigerwald, Gordon & Koch Inc.
N/A—98-98-100%$113.1K———
NI Acquisitions Company, LLC
N/A—98-98-100%$113.1K———
Marshall Investment Management, LLC
N/A—97-97-100%$112.0K———
Sankala Group LLC
N/A—94-94-100%$87.9K———
Chesapeake Asset Management LLC
N/A—90-90-100%$103.9K———
Cetera Trust Company, N.a
N/A—87-87-100%$100.4K———
Baillie Gifford & Co
N/A—80-80-100%$92.3K———
Emerald Advisers, LLC
N/A—77-77-100%$88.9K———
Tiaa Trust, National Association
N/A—72-72-100%$83.1K———
Core Capital Management & Research, inc.
N/A—71-71-100%$64.6K———
Bellevue Asset Management, LLC
N/A—64-64-100%$74.1K———
Bitterroot Capital Advisors LLC
N/A—55-55-100%$63.5K———
ST Germain D J Co Inc
N/A—55-55-100%$63.5K———
Leo H. Evart, Inc.
N/A—52-52-100%$60.1K———
Tanglewood Legacy Advisors, LLC
N/A—50-50-100%$57.7K———
Bank of the Bluegrass & Trust Co.
N/A—50-50-100%$53.3K———
Philadelphia Investment Partners, LLC
N/A—47-47-100%$54.3K———
HFM Investment Advisors, LLC
N/A—47-47-100%$54.3K———
Regatta Research & Money Management
N/A—41-41-100%$47.3K———
Seneschal Advisors, LLC
N/A—39-39-100%$45.0K———
Millstone Evans Group, LLC
N/A—38-38-100%$43.9K———
Nova Wealth Management, Inc.
N/A—36-36-100%$41.3K———
Atomic Invest LLC
N/A—36-36-100%$41.3K———
Jackson, Grant Investment Advisers, Inc.
N/A—33-33-100%$38.1K———
Palladiem, LLC
N/A—29-29-100%$33.5K———
Financial Gravity Companies, Inc.
N/A—28-28-100%$32.3K———
Bravera Wealth
N/A—28-28-100%$32.3K———
JDM Financial Group LLC
N/A—25-25-100%$28.9K———
Delta Asset Management LLC
N/A—25-25-100%$28.9K———
Avalon Trust Co
N/A—25-25-100%$28.9K———
PlanVest Financial, Inc
N/A—24-24-100%$27.7K———
Front Row Advisors LLC
N/A—23-23-100%$20.0K———
Park Square Financial Group, LLC
N/A—22-22-100%$25.4K———
Benson Wealth Management Inc
N/A—21-21-100%$24.2K———
Luminist Capital LLC
N/A—21-21-100%$24.2K———
Cbiz Investment Advisory Services, LLC
N/A—20-20-100%$6.8K———
Lummis Asset Management, LP
N/A—19-19-100%$21.9K———
BlueCrest Capital Management Ltd
N/A—16-16-100%$18.5K———
Bard Associates Inc
N/A—16-16-100%$18.5K———
Atlantic Private Wealth, LLC
N/A—15-15-100%$17.3K———
Copia Wealth Management
N/A—14-14-100%$16.2K———
Providence Capital Advisors, LLC
N/A—12-12-100%$13.9K———
Toews Corp
N/A—11-11-100%$12.7K———
Napier Financial, LLC
N/A—10-10-100%$11.5K———
CloudAlpha Capital Management Limited Kong
N/A—10-10-100%$11.5K———
Investors Portfolio Services LLC
N/A—9-9-100%$10.4K———
Highland Investment Advisors LLC
N/A—8-8-100%$9.2K———
Cordant, Inc.
N/A—2-2-100%$2.4K———
Graney & King, LLC
N/A—2-2-100%$2.3K———
Vanguard Advisers Inc
N/A—2-2-100%$2.3K———
Ross\johnson & Associates LLC
N/A—1-1-100%$1.2K———
Delos Wealth Advisors, LLC
N/A—1-1-100%$1.2K———
Ankerstar Wealth, LLC
N/A—1-1-100%$1.2K———
Showing 4129 of 4129 institutions