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Mondelez International Inc (MDLZ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Dimensional Fund Advisors LP
INCREASED
Shares10,559,862 from 9,617,416
Change+942,446 (+10%)
Value$610.7M (+$54.2M)
Filed 2026-11-04
Bank of New York Mellon Corp
INCREASED
Shares8,329,783 from 8,023,098
Change+306,685 (+4%)
Value$481.6M (+$17.6M)
Filed 2026-11-05
Bahl & Gaynor LLC
DECREASED
Shares4,003,951 from 4,060,187
Change-56,236 (-1%)
Value$231.5M (-$3.3M)
Filed 2026-11-05
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares3,461,226 from 3,248,216
Change+213,010 (+7%)
Value$200.1M (+$12.3M)
Filed 2026-11-05
DekaBank Deutsche Girozentrale
INCREASED
Shares3,167,022 from 2,545,820
Change+621,202 (+24%)
Value$187.7K (+$42.6K)
Filed 2026-10-27
Guinness Asset Management LTD
DECREASED
Shares3,143,938 from 3,262,991
Change-119,053 (-4%)
Value$181.8M (-$6.9M)
Filed 2026-11-05
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares2,964,202 from 3,031,848
Change-67,646 (-2%)
Value$171.4M (-$4.0M)
Filed 2026-10-29
Citigroup Inc
INCREASED
Shares2,344,462 from 2,230,365
Change+114,097 (+5%)
Value$135.6M (+$6.6M)
Filed 2026-11-04
Lindsell Train Ltd
DECREASED
Shares2,281,067 from 2,565,453
Change-284,386 (-11%)
Value$145.9M (-$2.5M)
Filed 2026-11-02
Confluence Investment Management LLC
DECREASED
Shares1,965,985 from 2,044,332
Change-78,347 (-4%)
Value$113.7M (-$4.6M)
Filed 2026-10-01
AGF Management LTD
INCREASED
Shares1,648,687 from 1,642,168
Change+6,519 (+0%)
Value$95.3M (+$344.1K)
Filed 2026-11-03
Cincinnati Financial Corp
UNCHANGED
Shares1,448,000 from 1,448,000
Change0 (0%)
Value$83.7M (-$29.0K)
Filed 2026-11-03
ProShare Advisors LLC
INCREASED
Shares1,436,111 from 1,392,953
Change+43,158 (+3%)
Value$83.0M (+$2.5M)
Filed 2026-10-29
Principal Financial Group Inc
DECREASED
Shares1,390,474 from 1,507,443
Change-116,969 (-8%)
Value$80.4M (-$6.8M)
Filed 2026-11-02
Allspring Global Investments Holdings, LLC
DECREASED
Shares1,354,026 from 1,495,388
Change-141,362 (-9%)
Value$78.2M (-$10.5M)
Filed 2026-11-04
Cincinnati Insurance Co
UNCHANGED
Shares1,159,500 from 1,159,500
Change0 (0%)
Value$67.0M (-$23.2K)
Filed 2026-11-03
Neos Investment Management LLC
INCREASED
Shares1,091,928 from 974,207
Change+117,721 (+12%)
Value$63.1M (+$6.8M)
Filed 2026-11-04
Quilter Plc
DECREASED
Shares1,053,443 from 1,053,766
Change-323 (0%)
Value$60.9M (-$39.8K)
Filed 2026-10-21
MacKenzie Financial Corp
INCREASED
Shares1,043,208 from 1,006,957
Change+36,251 (+4%)
Value$60.3M (+$2.1M)
Filed 2026-11-02
US Bancorp \de\
DECREASED
Shares1,026,998 from 1,054,294
Change-27,296 (-3%)
Value$59.4M (-$1.6M)
Filed 2026-11-05
Retirement Systems of Alabama
INCREASED
Shares938,958 from 870,470
Change+68,488 (+8%)
Value$54.3M (+$3.9M)
Filed 2026-11-04
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares905,135 from 800,148
Change+104,987 (+13%)
Value$52.3M (+$6.1M)
Filed 2026-11-03
CIBC Asset Management Inc
INCREASED
Shares901,534 from 882,212
Change+19,322 (+2%)
Value$52.1M (+$1.2M)
Filed 2026-11-05
Swedbank AB
INCREASED
Shares880,557 from 854,161
Change+26,396 (+3%)
Value$50.9M (+$1.5M)
Filed 2026-10-27
New York State Teachers Retirement System
DECREASED
Shares867,054 from 901,354
Change-34,300 (-4%)
Value$50.1K (-$52.1M)
Filed 2026-10-22
Compagnie Lombard Odier SCmA
INCREASED
Shares789,426 from 781,670
Change+7,756 (+1%)
Value$45.6M (+$432.8K)
Filed 2026-11-04
ZWJ Investment Counsel Inc
INCREASED
Shares754,487 from 711,369
Change+43,118 (+6%)
Value$43.6M (+$2.5M)
Filed 2026-10-15
Truist Financial Corp
INCREASED
Shares738,405 from 692,717
Change+45,688 (+7%)
Value$42.7M (+$2.6M)
Filed 2026-10-30
Fifth Third Bancorp
INCREASED
Shares718,886 from 717,422
Change+1,464 (+0%)
Value$41.6M (+$70.3K)
Filed 2026-11-05
Lazard Freres Gestion S.A.S.
DECREASED
Shares715,039 from 765,830
Change-50,791 (-7%)
Value$41.3K (-$44.3M)
Filed 2026-11-03
Asset Management One Co., Ltd.
INCREASED
Shares688,158 from 666,041
Change+22,117 (+3%)
Value$39.8M (+$1.3M)
Filed 2026-10-27
Conning Inc.
INCREASED
Shares640,225 from 605,363
Change+34,862 (+6%)
Value$37.0M (+$2.0M)
Filed 2026-10-27
Corda Investment Management, Llc.
INCREASED
Shares624,754 from 619,259
Change+5,495 (+1%)
Value$36.1M (+$305.4K)
Filed 2026-10-22
Vaughan David Investments LLC
INCREASED
Shares622,936 from 613,894
Change+9,042 (+1%)
Value$36.0K (-$35.5M)
Filed 2026-11-05
Gateway Investment Advisers LLC
DECREASED
Shares599,315 from 599,506
Change-191 (0%)
Value$34.7M (-$23.0K)
Filed 2026-10-13
Regions Financial Corp
DECREASED
Shares575,547 from 604,442
Change-28,895 (-5%)
Value$33.3M (-$1.7M)
Filed 2026-11-05
KBC Group NV
DECREASED
Shares560,188 from 586,357
Change-26,169 (-4%)
Value$32.4K (-$33.9M)
Filed 2026-10-22
Pictet Asset Management Holding SA
DECREASED
Shares557,399 from 561,762
Change-4,363 (-1%)
Value$32.2M (-$263.5K)
Filed 2026-11-03
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED
Shares548,692 from 646,180
Change-97,488 (-15%)
Value$31.7M (-$5.6M)
Filed 2026-10-15
Creative Planning
DECREASED
Shares505,580 from 510,815
Change-5,235 (-1%)
Value$29.2M (-$312.9K)
Filed 2026-11-02
Exchange Traded Concepts, LLC
INCREASED
Shares504,275 from 243,087
Change+261,188 (+107%)
Value$29.2M (+$15.1M)
Filed 2026-10-28
Daiwa Securities Group Inc.
INCREASED
Shares447,984 from 447,760
Change+224 (+0%)
Value$25.9M (+$4.0K)
Filed 2026-10-29
Deprince Race & Zollo Inc
DECREASED
Shares430,326 from 636,758
Change-206,432 (-32%)
Value$24.9M (-$11.9M)
Filed 2026-10-13
Factory Mutual Insurance Co
DECREASED
Shares424,250 from 426,000
Change-1,750 (0%)
Value$24.5M (-$109.7K)
Filed 2026-10-30
Nisa Investment Advisors, LLC
INCREASED
Shares422,066 from 415,191
Change+6,875 (+2%)
Value$24.6M (+$401.5K)
Filed 2026-10-20
State of New Jersey Common Pension Fund D
INCREASED
Shares411,297 from 410,576
Change+721 (+0%)
Value$23.8M (+$33.5K)
Filed 2026-11-05
Calamos Advisors LLC
INCREASED
Shares408,080 from 399,824
Change+8,256 (+2%)
Value$23.6M (+$469.4K)
Filed 2026-11-02
Old Republic International Corp
DECREASED
Shares406,100 from 414,100
Change-8,000 (-2%)
Value$23.5K (-$531)
Filed 2026-10-26
Douglas Lane & Associates, LLC
INCREASED
Shares386,091 from 281,756
Change+104,335 (+37%)
Value$22.3M (+$6.0M)
Filed 2026-10-09
Czech National Bank
INCREASED
Shares366,714 from 365,376
Change+1,338 (+0%)
Value$21.2M (+$70.1K)
Filed 2026-10-13
Achmea Investment Management B.V.
NEW
Shares359,256
Change+359,256
Value$20.8M
Filed 2026-10-30
Arizona State Retirement System
INCREASED
Shares355,907 from 355,688
Change+219 (+0%)
Value$20.6M (+$5.5K)
Filed 2026-11-03
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares354,051 from 460,102
Change-106,051 (-23%)
Value$20.7M (-$5.5M)
Filed 2026-10-13
Swiss Life Asset Management Ltd
INCREASED
Shares347,610 from 207,689
Change+139,921 (+67%)
Value$20.1M (+$8.1M)
Filed 2026-11-03
SEB Asset Management AB
INCREASED
Shares343,128 from 340,615
Change+2,513 (+1%)
Value$19.8M (+$138.5K)
Filed 2026-11-04
Rakuten Investment Management, Inc.
INCREASED
Shares341,290 from 310,127
Change+31,163 (+10%)
Value$20.2M (+$1.6M)
Filed 2026-10-30
Clifford Swan Investment Counsel LLC
INCREASED
Shares341,011 from 340,466
Change+545 (+0%)
Value$19.7M (+$24.7K)
Filed 2026-11-05
TD Waterhouse Canada Inc.
DECREASED
Shares334,516 from 350,553
Change-16,037 (-5%)
Value$19.3M (-$1.5M)
Filed 2026-10-16
Stack Financial Management, Inc
DECREASED
Shares329,536 from 330,702
Change-1,166 (0%)
Value$19.1M (-$74.1K)
Filed 2026-11-02
Jefferies Financial Group Inc.
DECREASED
Shares328,016 from 360,404
Change-32,388 (-9%)
Value$19.0M (-$1.9M)
Filed 2026-11-05
Badgley Phelps Wealth Managers, LLC
INCREASED
Shares326,310 from 326,098
Change+212 (+0%)
Value$19.0M (+$11.0K)
Filed 2026-10-22
Strs Ohio
DECREASED
Shares325,627 from 349,416
Change-23,789 (-7%)
Value$18.8M (-$1.4M)
Filed 2026-10-30
State of Michigan Retirement System
DECREASED
Shares320,670 from 328,670
Change-8,000 (-2%)
Value$18.5M (-$469.1K)
Filed 2026-10-27
IFM Investors Pty Ltd
INCREASED
Shares304,580 from 296,581
Change+7,999 (+3%)
Value$17.6M (+$456.6K)
Filed 2026-10-14
Crossmark Global Holdings, Inc.
INCREASED
Shares304,210 from 292,984
Change+11,226 (+4%)
Value$17.6M (+$643.2K)
Filed 2026-10-21
Cantor Fitzgerald Investment Advisors L.P.
INCREASED
Shares296,156 from 288,847
Change+7,309 (+3%)
Value$17.1M (+$416.8K)
Filed 2026-10-21
Commonwealth Equity Services, LLC
DECREASED
Shares291,316 from 331,099
Change-39,783 (-12%)
Value$16.8M (-$2.3M)
Filed 2026-11-02
Greenleaf Trust
DECREASED
Shares283,524 from 291,982
Change-8,458 (-3%)
Value$16.4M (-$494.9K)
Filed 2026-10-29
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED
Shares281,980 from 283,523
Change-1,543 (-1%)
Value$16.3M (-$94.9K)
Filed 2026-11-03
PensionDanmark Pensionsforsikringsaktieselskab
INCREASED
Shares277,560 from 217,510
Change+60,050 (+28%)
Value$16.0M (+$3.5M)
Filed 2026-10-19
Davenport & Co LLC
INCREASED
Shares273,223 from 242,419
Change+30,804 (+13%)
Value$15.8M (+$1.8M)
Filed 2026-10-14
M&G Plc
DECREASED
Shares265,980 from 269,080
Change-3,100 (-1%)
Value$15.4M (-$179.8K)
Filed 2026-11-04
Ethic Inc.
INCREASED
Shares260,424 from 235,350
Change+25,074 (+11%)
Value$15.1M (+$1.4M)
Filed 2026-11-03
Associated Banc-Corp
DECREASED
Shares255,596 from 316,811
Change-61,215 (-19%)
Value$14.8M (-$3.5M)
Filed 2026-10-30
Bourgeon Capital Management LLC
INCREASED
Shares254,222 from 244,600
Change+9,622 (+4%)
Value$14.7M (+$551.5K)
Filed 2026-10-19
GF Fund Management Co. Ltd.
DECREASED
Shares253,751 from 259,233
Change-5,482 (-2%)
Value$14.7M (-$322.2K)
Filed 2026-10-26
Xponance LLC
INCREASED
Shares249,382 from 228,925
Change+20,457 (+9%)
Value$14.4M (+$1.2M)
Filed 2026-11-03
Henshaw Capital LLC
UNCHANGED
Shares245,000 from 245,000
Change0 (0%)
Value$14.2M (-$4.9K)
Filed 2026-11-03
Villere ST Denis J & Co LLC
DECREASED
Shares243,721 from 277,131
Change-33,410 (-12%)
Value$14.1M (-$1.9M)
Filed 2026-11-04
Robeco Institutional Asset Management B.V.
INCREASED
Shares239,838 from 49,394
Change+190,444 (+386%)
Value$13.9M (+$11.0M)
Filed 2026-10-20
Amalgamated Bank
DECREASED
Shares217,883 from 225,559
Change-7,676 (-3%)
Value$12.6K (-$13.0M)
Filed 2026-10-23
Washington Trust Co
DECREASED
Shares210,628 from 210,676
Change-48 (0%)
Value$12.2M (-$7.0K)
Filed 2026-10-22
Assetmark, Inc
INCREASED
Shares206,773 from 189,383
Change+17,390 (+9%)
Value$12.0M (+$1.0M)
Filed 2026-10-21
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares205,704 from 196,305
Change+9,399 (+5%)
Value$11.9M (+$539.5K)
Filed 2026-10-20
Tctc Holdings, LLC
DECREASED
Shares202,460 from 202,613
Change-153 (0%)
Value$11.7M (-$12.9K)
Filed 2026-11-02
King Luther Capital Management Corp
DECREASED
Shares195,679 from 208,890
Change-13,211 (-6%)
Value$11.3M (-$768.0K)
Filed 2026-11-05
Community Trust & Investment Co
INCREASED
Shares195,269 from 192,141
Change+3,128 (+2%)
Value$11.3M (+$177.0K)
Filed 2026-10-15
New York Life Investment Management LLC
DECREASED
Shares190,571 from 191,964
Change-1,393 (-1%)
Value$11.0M (-$84.4K)
Filed 2026-11-04
Bank Pictet & Cie (Europe) AG
DECREASED
Shares188,154 from 207,292
Change-19,138 (-9%)
Value$10.9M (-$1.1M)
Filed 2026-10-20
Addenda Capital Inc.
INCREASED
Shares182,141 from 170,606
Change+11,535 (+7%)
Value$10.6M (+$671.5K)
Filed 2026-10-13
Nippon Life Global Investors Americas, Inc.
DECREASED
Shares179,070 from 228,650
Change-49,580 (-22%)
Value$10.4M (-$2.9M)
Filed 2026-10-29
Keybank National Association
DECREASED
Shares177,624 from 198,833
Change-21,209 (-11%)
Value$10.3M (-$1.2M)
Filed 2026-11-04
Franklin Street Advisors Inc
INCREASED
Shares176,608 from 155,519
Change+21,089 (+14%)
Value$10.2M (+$1.2M)
Filed 2026-10-13
Covea Finance
DECREASED
Shares175,580 from 222,380
Change-46,800 (-21%)
Value$10.2M (-$2.7M)
Filed 2026-10-21
LEE Danner & Bass Inc
DECREASED
Shares175,567 from 179,785
Change-4,218 (-2%)
Value$10.2M (-$247.5K)
Filed 2026-10-27
Farmers & Merchants Investments Inc
DECREASED
Shares174,393 from 176,009
Change-1,616 (-1%)
Value$10.1M (-$97.0K)
Filed 2026-10-22
First Fiduciary Investment Counsel, Inc.
DECREASED
Shares174,362 from 177,302
Change-2,940 (-2%)
Value$10.1K (-$10.2M)
Filed 2026-10-27
Avanza Fonder AB
INCREASED
Shares171,871 from 160,087
Change+11,784 (+7%)
Value$9.9M (+$678.1K)
Filed 2026-10-13
Foster Victor Wealth Advisors, LLC
INCREASED
Shares169,068 from 160,641
Change+8,427 (+5%)
Value$10.7M (+$1.3M)
Filed 2026-10-21
Fisher Funds Management LTD
INCREASED
Shares168,040 from 153,840
Change+14,200 (+9%)
Value$9.7M (+$818.0K)
Filed 2026-10-13
Univest Financial Corp
INCREASED
Shares164,192 from 148,902
Change+15,290 (+10%)
Value$9.5M (+$881.1K)
Filed 2026-11-05
ABN Amro Investment Solutions
INCREASED
Shares163,061 from 125,987
Change+37,074 (+29%)
Value$9.4M (+$2.1M)
Filed 2026-10-21
Saybrook Capital
DECREASED
Shares162,900 from 163,150
Change-250 (0%)
Value$9.4M (-$17.7K)
Filed 2026-10-27
UniSuper Management Pty Ltd
INCREASED
Shares161,369 from 141,969
Change+19,400 (+14%)
Value$9.3M (+$1.1M)
Filed 2026-10-26
Heritage Investors Management Corp
DECREASED
Shares159,970 from 160,465
Change-495 (0%)
Value$9.2K (-$9.3M)
Filed 2026-10-29
Yousif Capital Management, LLC
INCREASED
Shares159,801 from 119,429
Change+40,372 (+34%)
Value$9.2M (+$2.3M)
Filed 2026-10-22
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares159,164 from 158,385
Change+779 (+0%)
Value$9.2K (-$9.2M)
Filed 2026-11-02
Candriam S.C.A.
DECREASED
Shares159,024 from 236,094
Change-77,070 (-33%)
Value$9.2M (-$4.4M)
Filed 2026-11-03
Oregon Public Employees Retirement Fund
DECREASED
Shares156,913 from 157,813
Change-900 (-1%)
Value$9.1M (-$55.2K)
Filed 2026-10-30
B. Metzler seel. Sohn & Co. AG
DECREASED
Shares154,409 from 155,180
Change-771 (0%)
Value$8.9M (-$47.7K)
Filed 2026-10-30
Waters Parkerson & Co., LLC
INCREASED
Shares154,297 from 145,697
Change+8,600 (+6%)
Value$8.9M (+$494.3K)
Filed 2026-11-04
State of Alaska, Department of Revenue
DECREASED
Shares154,004 from 158,878
Change-4,874 (-3%)
Value$8.9K (-$9.2M)
Filed 2026-10-15
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares152,179 from 156,048
Change-3,869 (-2%)
Value$8.8M (-$226.8K)
Filed 2026-11-04
Verde Servicos Internacionais S.A.
NEW
Shares150,309
Change+150,309
Value$8.7K
Filed 2026-10-26
iA Global Asset Management Inc.
DECREASED
Shares146,281 from 153,342
Change-7,061 (-5%)
Value$8.5K (-$8.9M)
Filed 2026-10-29
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED
Shares143,761 from 144,927
Change-1,166 (-1%)
Value$8.3M (-$70.3K)
Filed 2026-11-03
Louisiana State Employees Retirement System
DECREASED
Shares143,300 from 148,100
Change-4,800 (-3%)
Value$8.3M (-$280.5K)
Filed 2026-10-20
Mattern Capital Management, LLC
INCREASED
Shares142,820 from 142,795
Change+25 (+0%)
Value$8.3M (-$1.4K)
Filed 2026-11-02
Moody Lynn Lieberson & Walker, LLC
INCREASED
Shares139,542 from 138,306
Change+1,236 (+1%)
Value$8.1M (+$68.7K)
Filed 2026-10-14
Atria Investments, Inc
INCREASED
Shares137,342 from 109,993
Change+27,349 (+25%)
Value$7.9M (+$1.6M)
Filed 2026-10-15
Azzad Asset Management Inc
INCREASED
Shares133,896 from 127,618
Change+6,278 (+5%)
Value$7.7M (+$360.4K)
Filed 2026-11-04
Foyston, Gordon & Payne Inc
DECREASED
Shares133,803 from 156,639
Change-22,836 (-15%)
Value$7.7M (-$1.4M)
Filed 2026-11-02
Tritonpoint Wealth, LLC
DECREASED
Shares132,960 from 137,268
Change-4,308 (-3%)
Value$7.7M (-$251.8K)
Filed 2026-10-19
Camden National Bank
DECREASED
Shares131,833 from 132,066
Change-233 (0%)
Value$7.6M (-$16.1K)
Filed 2026-11-02
Mutual of America Capital Management LLC
DECREASED
Shares130,696 from 132,347
Change-1,651 (-1%)
Value$7.6M (-$98.1K)
Filed 2026-10-23
Parthenon LLC
DECREASED
Shares127,423 from 134,998
Change-7,575 (-6%)
Value$7.4M (-$440.7K)
Filed 2026-10-22
Mather Group, Llc.
INCREASED
Shares125,607 from 71,063
Change+54,544 (+77%)
Value$7.3M (+$3.2M)
Filed 2026-10-14
Meyer Handelman Co
DECREASED
Shares123,571 from 135,139
Change-11,568 (-9%)
Value$7.1M (-$671.6K)
Filed 2026-10-28
Thrivent Financial for Lutherans
DECREASED
Shares119,683 from 120,448
Change-765 (-1%)
Value$6.9K (-$7.0M)
Filed 2026-11-05
TD Private Client Wealth LLC
INCREASED
Shares119,018 from 98,061
Change+20,957 (+21%)
Value$6.9M (+$1.2M)
Filed 2026-10-28
HB Wealth Management, LLC
DECREASED
Shares113,786 from 113,872
Change-86 (0%)
Value$6.6M (-$7.2K)
Filed 2026-10-23
Middleton & Co Inc
DECREASED
Shares112,332 from 122,026
Change-9,694 (-8%)
Value$6.5M (-$562.9K)
Filed 2026-10-23
Toth Financial Advisory Corp
DECREASED
Shares110,321 from 111,780
Change-1,459 (-1%)
Value$6.4M (-$86.6K)
Filed 2026-10-08
M. Kraus & Co
DECREASED
Shares108,443 from 110,464
Change-2,021 (-2%)
Value$6.3M (-$119.1K)
Filed 2026-10-20
Salem Investment Counselors Inc
INCREASED
Shares105,118 from 103,449
Change+1,669 (+2%)
Value$6.1M (+$96.5K)
Filed 2026-10-13
Cincinnati Specialty Underwriters Insurance Co
UNCHANGED
Shares104,700 from 104,700
Change0 (0%)
Value$6.1M (-$2.1K)
Filed 2026-11-03
Hennessy Advisors Inc
UNCHANGED
Shares103,400 from 103,400
Change0 (0%)
Value$6.0M (-$2.1K)
Filed 2026-10-28
Nicholas Company, Inc.
UNCHANGED
Shares100,196 from 100,196
Change0 (0%)
Value$5.8M (-$2.0K)
Filed 2026-11-05
Tufton Capital Management
DECREASED
Shares100,084 from 101,380
Change-1,296 (-1%)
Value$5.8K (-$5.9M)
Filed 2026-10-20
Gulf International Bank (UK) Ltd
UNCHANGED
Shares98,074 from 98,074
Change0 (0%)
Value$5.7K (-$5.7M)
Filed 2026-10-20
Wilmington Savings Fund Society, FSB
DECREASED
Shares96,900 from 101,937
Change-5,037 (-5%)
Value$5.6M (-$293.3K)
Filed 2026-10-23
Kennon-Green & Company, LLC
INCREASED
Shares96,386 from 91,688
Change+4,698 (+5%)
Value$5.6M (+$269.8K)
Filed 2026-10-05
Ag2r LA Mondiale Gestion D'actifs
INCREASED
Shares95,620 from 57,927
Change+37,693 (+65%)
Value$5.5M (+$2.2M)
Filed 2026-10-26
Prospera Financial Services Inc
INCREASED
Shares95,522 from 19,441
Change+76,081 (+391%)
Value$6.2M (+$5.1M)
Filed 2026-11-04
Bokf, NA
INCREASED
Shares94,728 from 74,754
Change+19,974 (+27%)
Value$5.5M (+$1.2M)
Filed 2026-10-27
Profund Advisors LLC
DECREASED
Shares94,689 from 102,925
Change-8,236 (-8%)
Value$5.5M (-$478.3K)
Filed 2026-10-29
Lido Advisors, LLC
INCREASED
Shares90,658 from 83,216
Change+7,442 (+9%)
Value$5.2M (+$387.7K)
Filed 2026-11-04
Allen Investment Management, LLC
UNCHANGED
Shares88,855 from 88,855
Change0 (0%)
Value$5.1M (-$1.8K)
Filed 2026-11-03
Pavion Blue Capital, LLC
INCREASED
Shares87,738 from 87,736
Change+2 (0%)
Value$5.1M (-$1.6K)
Filed 2026-11-05
Alpha Omega Wealth Management LLC
INCREASED
Shares86,803 from 81,092
Change+5,711 (+7%)
Value$5.0M (+$328.6K)
Filed 2026-10-23
Illinois Municipal Retirement Fund
INCREASED
Shares86,778 from 62,818
Change+23,960 (+38%)
Value$5.0M (+$1.4M)
Filed 2026-11-05
Apollon Wealth Management, LLC
DECREASED
Shares86,655 from 89,452
Change-2,797 (-3%)
Value$5.0M (-$163.5K)
Filed 2026-10-23
Kestra Advisory Services, LLC
INCREASED
Shares84,779 from 76,917
Change+7,862 (+10%)
Value$4.9M (+$453.1K)
Filed 2026-11-02
Deane Retirement Strategies, Inc.
DECREASED
Shares82,227 from 82,580
Change-353 (0%)
Value$4.8M (-$24.5K)
Filed 2026-10-09
Masterinvest Kapitalanlage GmbH
INCREASED
Shares81,019 from 50,001
Change+31,018 (+62%)
Value$4.7M (+$1.8M)
Filed 2026-11-03
Pinnacle Associates LTD
INCREASED
Shares80,791 from 80,494
Change+297 (+0%)
Value$4.7M (+$15.6K)
Filed 2026-10-20
Concurrent Investment Advisors, LLC
INCREASED
Shares80,061 from 77,724
Change+2,337 (+3%)
Value$4.6M (+$133.6K)
Filed 2026-10-16
Maryland State Retirement & Pension System
INCREASED
Shares79,612 from 68,922
Change+10,690 (+16%)
Value$4.6M (+$616.7K)
Filed 2026-11-05
TritonPoint Partners, LLC
DECREASED
Shares79,531 from 147,231
Change-67,700 (-46%)
Value$4.6M (-$3.9M)
Filed 2026-11-05
Grandfield & Dodd, LLC
DECREASED
Shares78,579 from 80,201
Change-1,622 (-2%)
Value$4.5M (-$95.4K)
Filed 2026-10-29
Choreo, LLC
DECREASED
Shares78,422 from 79,602
Change-1,180 (-1%)
Value$4.5M (-$69.9K)
Filed 2026-10-28
J.W. Cole Advisors, Inc.
INCREASED
Shares75,957 from 73,913
Change+2,044 (+3%)
Value$4.4M (+$116.7K)
Filed 2026-11-05
Bailard, Inc.
DECREASED
Shares75,265 from 75,791
Change-526 (-1%)
Value$4.4M (-$31.9K)
Filed 2026-10-13
Inspire Investing, LLC
INCREASED
Shares74,950 from 74,512
Change+438 (+1%)
Value$4.3M (+$23.8K)
Filed 2026-10-22
Vontobel Holding Ltd.
DECREASED
Shares74,356 from 77,845
Change-3,489 (-4%)
Value$4.3M (-$203.3K)
Filed 2026-10-16
Flossbach VON Storch SE
DECREASED
Shares73,586 from 75,386
Change-1,800 (-2%)
Value$4.3M (-$105.6K)
Filed 2026-10-28
Trust Co of Vermont
DECREASED
Shares70,375 from 71,765
Change-1,390 (-2%)
Value$4.1M (-$81.8K)
Filed 2026-10-21
Hartford Investment Management Co
DECREASED
Shares68,384 from 71,014
Change-2,630 (-4%)
Value$4.0M (-$153.5K)
Filed 2026-11-04
Modera Wealth Management, LLC
DECREASED
Shares65,666 from 67,594
Change-1,928 (-3%)
Value$3.8M (-$112.8K)
Filed 2026-10-28
Fideuram Asset Management (Ireland) dac
INCREASED
Shares65,562 from 31,282
Change+34,280 (+110%)
Value$4.0M (+$2.1M)
Filed 2026-10-29
Portside Wealth Group, LLC
INCREASED
Shares64,235 from 63,502
Change+733 (+1%)
Value$3.7M (+$41.1K)
Filed 2026-10-20
New Mexico Educational Retirement Board
UNCHANGED
Shares63,826 from 63,826
Change0 (0%)
Value$3.7K (-$3.7M)
Filed 2026-11-05
Value Partners Investments Inc.
UNCHANGED
Shares63,500 from 63,500
Change0 (0%)
Value$3.7M (+$7.0K)
Filed 2026-10-19
BI Asset Management Fondsmaeglerselskab A/S
DECREASED
Shares61,936 from 62,511
Change-575 (-1%)
Value$3.6K (-$3.6M)
Filed 2026-10-22
Crestwood Advisors Group, LLC
DECREASED
Shares61,565 from 64,056
Change-2,491 (-4%)
Value$3.6M (-$145.3K)
Filed 2026-10-27
American Assets Investment Management, LLC
UNCHANGED
Shares61,010 from 61,010
Change0 (0%)
Value$3.5M (-$1.2K)
Filed 2026-10-30
Glenview Trust Co
INCREASED
Shares60,908 from 57,311
Change+3,597 (+6%)
Value$3.5M (+$206.8K)
Filed 2026-10-28
Praxis Investment Management Inc
UNCHANGED
Shares60,063 from 60,063
Change0 (0%)
Value$3.5K (-$3.5M)
Filed 2026-11-03
Oppenheimer & Co Inc
INCREASED
Shares59,189 from 49,679
Change+9,510 (+19%)
Value$3.4M (+$548.9K)
Filed 2026-10-26
Ashton Thomas Private Wealth, LLC
DECREASED
Shares58,493 from 59,159
Change-666 (-1%)
Value$3.4M (-$39.7K)
Filed 2026-11-03
Stablepoint Partners, LLC
INCREASED
Shares58,115 from 53,019
Change+5,096 (+10%)
Value$3.4M (+$293.6K)
Filed 2026-11-03
Vise Technologies, Inc.
INCREASED
Shares57,846 from 55,112
Change+2,734 (+5%)
Value$3.3M (+$156.9K)
Filed 2026-10-29
Globalt Investments LLC / GA
DECREASED
Shares57,185 from 59,193
Change-2,008 (-3%)
Value$3.3M (-$117.3K)
Filed 2026-10-27
Parallel Advisors, LLC
DECREASED
Shares57,127 from 63,437
Change-6,310 (-10%)
Value$3.3M (-$366.1K)
Filed 2026-11-03
D.A. Davidson & Co.
INCREASED
Shares56,661 from 55,876
Change+785 (+1%)
Value$3.3M (+$44.3K)
Filed 2026-10-28
Wesbanco Bank Inc
DECREASED
Shares55,919 from 68,039
Change-12,120 (-18%)
Value$3.2M (-$702.1K)
Filed 2026-11-04
Florida Trust Wealth Management Co
DECREASED
Shares54,905 from 56,868
Change-1,963 (-3%)
Value$3.2M (-$114.6K)
Filed 2026-11-05
Cullen T Bankers, Inc.
INCREASED
Shares52,899 from 49,657
Change+3,242 (+7%)
Value$3.1M (+$186.5K)
Filed 2026-10-28
Kornitzer Capital Management Inc
DECREASED
Shares51,299 from 53,351
Change-2,052 (-4%)
Value$3.0M (-$119.7K)
Filed 2026-11-03
Plato Investment Management Ltd
DECREASED
Shares50,183 from 50,222
Change-39 (0%)
Value$2.9M (+$25.0K)
Filed 2026-11-05
Rossmore Private Capital
INCREASED
Shares49,581 from 49,081
Change+500 (+1%)
Value$2.9M (+$29.2K)
Filed 2026-10-27
Jacobs & Co
DECREASED
Shares49,265 from 61,232
Change-11,967 (-20%)
Value$2.8K (-$693)
Filed 2026-10-09
Laurion Capital Management LP
NEW
Shares49,098
Change+49,098
Value$2.8M
Filed 2026-10-30
Central Trust Co
DECREASED
Shares48,901 from 49,250
Change-349 (-1%)
Value$2.8M (-$21.2K)
Filed 2026-11-05
Lineweaver Wealth Advisors, LLC
INCREASED
Shares48,606 from 44,676
Change+3,930 (+9%)
Value$2.8M (+$226.3K)
Filed 2026-10-13
Mitchell & Pahl Private Wealth, LLC
INCREASED
Shares48,570 from 46,968
Change+1,602 (+3%)
Value$2.8M (+$91.7K)
Filed 2026-10-14
Tokio Marine Asset Management Co LTD
INCREASED
Shares48,289 from 43,911
Change+4,378 (+10%)
Value$2.8M (+$252.3K)
Filed 2026-10-26
Sky Investment Group LLC
INCREASED
Shares47,677 from 46,976
Change+701 (+1%)
Value$2.8M (+$39.6K)
Filed 2026-10-30
Wedbush Securities Inc
INCREASED
Shares47,542 from 46,646
Change+896 (+2%)
Value$2.7K (-$2.7M)
Filed 2026-10-22
CFM Wealth Partners LLC
UNCHANGED
Shares47,088 from 47,088
Change0 (0%)
Value$2.7M (-$942)
Filed 2026-11-05
Highland Capital Management, LLC
DECREASED
Shares47,075 from 49,386
Change-2,311 (-5%)
Value$2.7M (-$134.6K)
Filed 2026-10-26
SP Asset Management LLC
DECREASED
Shares46,864 from 50,335
Change-3,471 (-7%)
Value$2.7M (-$201.7K)
Filed 2026-11-05
Norden Group LLC
INCREASED
Shares46,854 from 46,278
Change+576 (+1%)
Value$2.7M (+$32.4K)
Filed 2026-10-20
Perennial Advisors, LLC
INCREASED
Shares46,820 from 45,866
Change+954 (+2%)
Value$2.7M (+$54.3K)
Filed 2026-10-13
Penobscot Investment Management Company, Inc.
DECREASED
Shares45,137 from 45,167
Change-30 (0%)
Value$2.6M (-$2.6K)
Filed 2026-10-26
Alps Advisors Inc
INCREASED
Shares44,554 from 44,393
Change+161 (+0%)
Value$2.6M (+$8.4K)
Filed 2026-11-03
Parsons Capital Management Inc
DECREASED
Shares44,335 from 55,690
Change-11,355 (-20%)
Value$2.6M (-$657.7K)
Filed 2026-10-28
Apella Capital, LLC
INCREASED
Shares44,232 from 39,515
Change+4,717 (+12%)
Value$2.6M (+$246.9K)
Filed 2026-10-08
StoneX Group Inc.
INCREASED
Shares44,165 from 38,957
Change+5,208 (+13%)
Value$2.6M (+$309.9K)
Filed 2026-11-03
Costello Asset Management, Inc
DECREASED
Shares43,850 from 44,781
Change-931 (-2%)
Value$2.5M (-$54.8K)
Filed 2026-10-30
AlphaCore Capital LLC
INCREASED
Shares43,086 from 39,348
Change+3,738 (+10%)
Value$2.5M (+$232.2K)
Filed 2026-11-04
China Universal Asset Management Co., Ltd.
INCREASED
Shares43,008 from 38,651
Change+4,357 (+11%)
Value$2.5M (+$296.1K)
Filed 2026-10-28
Culbertson A N & Co Inc
DECREASED
Shares42,721 from 45,213
Change-2,492 (-6%)
Value$2.5M (-$145.0K)
Filed 2026-10-21
NBT Bank, N.A.
DECREASED
Shares42,688 from 43,804
Change-1,116 (-3%)
Value$2.5M (-$65.4K)
Filed 2026-10-21
Trek Financial, LLC
INCREASED
Shares42,067 from 34,605
Change+7,462 (+22%)
Value$2.4M (+$430.8K)
Filed 2026-10-29
Raiffeisen Bank International AG
INCREASED
Shares41,371 from 34,739
Change+6,632 (+19%)
Value$2.5M (+$364.6K)
Filed 2026-10-28
Sava Infond d.o.o.
UNCHANGED
Shares40,720 from 40,720
Change0 (0%)
Value$2.4M (-$814)
Filed 2026-10-28
AIA Group Ltd
DECREASED
Shares40,404 from 66,235
Change-25,831 (-39%)
Value$2.3M (-$1.5M)
Filed 2026-10-30
Howard Capital Management, LLC
DECREASED
Shares39,944 from 40,034
Change-90 (0%)
Value$2.3M (-$6.0K)
Filed 2026-10-16
CX Institutional
INCREASED
Shares39,897 from 36,241
Change+3,656 (+10%)
Value$2.3K (+$211)
Filed 2026-10-02
First Bank & Trust
INCREASED
Shares39,852 from 22,084
Change+17,768 (+80%)
Value$2.3M (+$1.0M)
Filed 2026-10-19
Fifth Third Wealth Advisors LLC
DECREASED
Shares39,508 from 39,923
Change-415 (-1%)
Value$2.3M (-$24.8K)
Filed 2026-10-22
Assenagon Asset Management S.A.
INCREASED
Shares39,487 from 39,016
Change+471 (+1%)
Value$2.3M (+$26.5K)
Filed 2026-10-15
North Dakota State Investment Board
INCREASED
Shares39,320 from 38,525
Change+795 (+2%)
Value$2.3M (+$45.2K)
Filed 2026-10-27
MGO One Seven LLC
INCREASED
Shares38,164 from 37,851
Change+313 (+1%)
Value$2.2M (+$17.3K)
Filed 2026-10-28
Hunter Associates Investment Management LLC
INCREASED
Shares37,978 from 36,949
Change+1,029 (+3%)
Value$2.2K (-$2.1M)
Filed 2026-10-26
Quadrant Capital Group LLC
INCREASED
Shares37,975 from 37,783
Change+192 (+1%)
Value$2.3M (+$150.1K)
Filed 2026-10-20
Kestra Private Wealth Services, LLC
INCREASED
Shares37,600 from 23,681
Change+13,919 (+59%)
Value$2.2M (+$804.3K)
Filed 2026-10-30
Northeast Investment Management
DECREASED
Shares37,547 from 38,549
Change-1,002 (-3%)
Value$2.2M (-$58.7K)
Filed 2026-10-30
Community Bank & Trust, Waco, Texas
INCREASED
Shares37,362 from 37,284
Change+78 (+0%)
Value$2.2K (-$2.2M)
Filed 2026-10-19
Lantz Financial LLC
DECREASED
Shares37,229 from 40,351
Change-3,122 (-8%)
Value$2.2M (-$181.3K)
Filed 2026-10-15
Courier Capital LLC
INCREASED
Shares37,125 from 37,105
Change+20 (+0%)
Value$2.1M (+$422)
Filed 2026-10-19
Gamma Investing LLC
INCREASED
Shares36,541 from 33,142
Change+3,399 (+10%)
Value$2.1M (+$195.9K)
Filed 2026-10-08
Birch Hill Investment Advisors LLC
DECREASED
Shares36,106 from 40,506
Change-4,400 (-11%)
Value$2.1M (-$255.2K)
Filed 2026-10-16
Bull Street Advisors, LLC
DECREASED
Shares35,814 from 44,188
Change-8,374 (-19%)
Value$2.1K (-$2.6M)
Filed 2026-10-20
E. Ohman J:or Asset Management AB
UNCHANGED
Shares34,835 from 34,835
Change0 (0%)
Value$2.0M (-$696)
Filed 2026-10-22
Northside Capital Management, LLC
DECREASED
Shares34,538 from 42,826
Change-8,288 (-19%)
Value$2.0M (-$480.1K)
Filed 2026-10-13
Citizens National Bank Trust Department
DECREASED
Shares34,345 from 34,656
Change-311 (-1%)
Value$2.0M (-$18.7K)
Filed 2026-11-04
Hartford Financial Management Inc.
INCREASED
Shares34,313 from 34,133
Change+180 (+1%)
Value$2.0M (+$9.7K)
Filed 2026-10-21
Farther Finance Advisors, LLC
INCREASED
Shares34,060 from 31,467
Change+2,593 (+8%)
Value$2.0M (+$145.3K)
Filed 2026-10-08
Eagle Global Advisors LLC
DECREASED
Shares33,751 from 33,767
Change-16 (0%)
Value$2.0M (-$1.6K)
Filed 2026-11-02
PFW Advisors LLC
INCREASED
Shares33,551 from 33,522
Change+29 (+0%)
Value$1.9M (+$1.0K)
Filed 2026-10-07
Fulton Bank, N.A.
INCREASED
Shares33,507 from 22,757
Change+10,750 (+47%)
Value$1.9M (+$621.1K)
Filed 2026-10-14
McKinley Carter Wealth Services, Inc.
INCREASED
Shares32,138 from 29,544
Change+2,594 (+9%)
Value$1.9M (+$149.4K)
Filed 2026-10-16
TCV Trust & Wealth Management, Inc.
INCREASED
Shares32,055 from 31,293
Change+762 (+2%)
Value$1.9M (+$43.4K)
Filed 2026-10-16
Elevation Point Wealth Partners, LLC
DECREASED
Shares31,797 from 44,727
Change-12,930 (-29%)
Value$1.9M (-$747.3K)
Filed 2026-11-05
Ascent Group, LLC
INCREASED
Shares31,786 from 24,187
Change+7,599 (+31%)
Value$1.8M (+$438.8K)
Filed 2026-10-30
Raleigh Capital Management Inc.
INCREASED
Shares31,720 from 20,034
Change+11,686 (+58%)
Value$1.8M (+$675.3K)
Filed 2026-10-28
Banque Pictet & CIE SA
DECREASED
Shares31,552 from 32,752
Change-1,200 (-4%)
Value$1.8M (-$70.0K)
Filed 2026-10-16
Parr Mcknight Wealth Management Group, LLC
DECREASED
Shares31,532 from 32,108
Change-576 (-2%)
Value$1.8M (-$33.9K)
Filed 2026-10-30
First Premier Bank
DECREASED
Shares31,344 from 32,589
Change-1,245 (-4%)
Value$1.8K (-$72)
Filed 2026-10-13
Cohen Klingenstein LLC
UNCHANGED
Shares31,097 from 31,097
Change0 (0%)
Value$1.8M (-$621)
Filed 2026-10-15
Harvey Investment Co LLC
UNCHANGED
Shares30,641 from 30,641
Change0 (0%)
Value$1.8K (-$1.8M)
Filed 2026-10-20
Midwest Trust Co
INCREASED
Shares30,508 from 28,399
Change+2,109 (+7%)
Value$1.8M (+$121.4K)
Filed 2026-10-22
Cullinan Associates Inc
UNCHANGED
Shares30,097 from 30,097
Change0 (0%)
Value$1.7M (-$601)
Filed 2026-11-03
PKO Investment Management Joint-Stock Co
NEW
Shares30,000
Change+30,000
Value$1.7M
Filed 2026-10-19
Raab & Moskowitz Asset Management LLC
INCREASED
Shares29,907 from 29,681
Change+226 (+1%)
Value$1.7M (+$12.5K)
Filed 2026-11-02
Sapient Capital LLC
DECREASED
Shares29,784 from 30,749
Change-965 (-3%)
Value$1.7M (-$56.3K)
Filed 2026-10-08
TrinityBridge Ltd
UNCHANGED
Shares29,776 from 29,776
Change0 (0%)
Value$1.7K (-$1.7M)
Filed 2026-10-30
Ballast, Inc.
INCREASED
Shares29,760 from 28,319
Change+1,441 (+5%)
Value$1.7M (+$82.8K)
Filed 2026-10-20
Farmers & Merchants Trust Co of Long Beach
INCREASED
Shares29,688 from 29,462
Change+226 (+1%)
Value$1.7M (+$12.5K)
Filed 2026-10-22
YHB Investment Advisors, Inc.
DECREASED
Shares29,594 from 30,722
Change-1,128 (-4%)
Value$1.7M (-$65.9K)
Filed 2026-10-08
Iowa State Bank
DECREASED
Shares29,344 from 30,307
Change-963 (-3%)
Value$1.7M (-$56.3K)
Filed 2026-10-06
Verdence Capital Advisors LLC
INCREASED
Shares29,216 from 20,715
Change+8,501 (+41%)
Value$1.7M (+$491.1K)
Filed 2026-10-26
Northstar Asset Management Co
DECREASED
Shares28,639 from 29,385
Change-746 (-3%)
Value$1.8M (+$18.4K)
Filed 2026-10-22
Intact Investment Management Inc.
DECREASED
Shares28,620 from 47,900
Change-19,280 (-40%)
Value$1.7M (-$1.1M)
Filed 2026-11-03
Mill Capital Management, LLC
DECREASED
Shares28,616 from 30,644
Change-2,028 (-7%)
Value$1.7M (-$117.9K)
Filed 2026-10-26
Park Avenue Securities LLC
INCREASED
Shares28,552 from 28,197
Change+355 (+1%)
Value$1.7K (-$1.6M)
Filed 2026-10-26
Kintegral Advisory, LLC
INCREASED
Shares28,215 from 28,056
Change+159 (+1%)
Value$1.6M (+$9.3K)
Filed 2026-10-16
Adell Harriman & Carpenter Inc
INCREASED
Shares28,214 from 20,764
Change+7,450 (+36%)
Value$1.6M (+$430.3K)
Filed 2026-11-02
University of Texas S AM Investment Management Co
INCREASED
Shares28,192 from 258
Change+27,934 (+10827%)
Value$1.6M (+$1.6M)
Filed 2026-11-03
RED Cedar Investment Management, LLC
UNCHANGED
Shares28,170 from 28,170
Change0 (0%)
Value$1.6M (-$564)
Filed 2026-11-04
RFG Advisory, LLC
INCREASED
Shares27,966 from 6,200
Change+21,766 (+351%)
Value$1.6M (+$1.3M)
Filed 2026-11-03
Blue Trust, Inc.
DECREASED
Shares27,693 from 30,517
Change-2,824 (-9%)
Value$1.6M (-$163.9K)
Filed 2026-10-15
Granite Investment Partners, LLC
DECREASED
Shares27,371 from 28,169
Change-798 (-3%)
Value$1.6M (-$46.7K)
Filed 2026-11-04
Oppenheimer Asset Management Inc.
DECREASED
Shares27,315 from 27,652
Change-337 (-1%)
Value$1.6M (-$20.0K)
Filed 2026-10-27
Valeo Financial Advisors, LLC
DECREASED
Shares27,040 from 32,172
Change-5,132 (-16%)
Value$1.6M (-$297.4K)
Filed 2026-10-08
Vest Financial, LLC
DECREASED
Shares26,421 from 26,721
Change-300 (-1%)
Value$1.5M (-$17.9K)
Filed 2026-10-21
Tema Etfs LLC
INCREASED
Shares26,295 from 25,804
Change+491 (+2%)
Value$1.5M (+$27.9K)
Filed 2026-10-16
Williams Jones Wealth Management, Llc.
DECREASED
Shares26,294 from 26,935
Change-641 (-2%)
Value$1.5M (-$37.6K)
Filed 2026-11-05
Independence Bank of Kentucky
DECREASED
Shares25,837 from 26,707
Change-870 (-3%)
Value$1.5M (-$50.8K)
Filed 2026-10-26
Citizens Financial Group Inc
DECREASED
Shares25,676 from 29,444
Change-3,768 (-13%)
Value$1.5M (-$218.5K)
Filed 2026-10-23
KFA Private Wealth Group, LLC
INCREASED
Shares25,452 from 25,451
Change+1 (0%)
Value$1.5M (-$447)
Filed 2026-10-07
Mission Wealth Management, LP
DECREASED
Shares25,297 from 35,652
Change-10,355 (-29%)
Value$1.5M (-$599.4K)
Filed 2026-10-15
Charles Schwab Trust Co
INCREASED
Shares25,285 from 21,725
Change+3,560 (+16%)
Value$1.5M (+$205.4K)
Filed 2026-10-15
Harbor Capital Advisors, Inc.
INCREASED
Shares25,156 from 25,049
Change+107 (+0%)
Value$1.5K (-$1.4M)
Filed 2026-10-22
Fire Capital Management LLC
INCREASED
Shares25,130 from 24,185
Change+945 (+4%)
Value$1.5M (+$54.2K)
Filed 2026-10-27
Sanders Morris Harris LLC
NEW
Shares24,976
Change+24,976
Value$1.5M
Filed 2026-10-14
Cascade Investment Advisors, Inc.
DECREASED
Shares24,858 from 26,203
Change-1,345 (-5%)
Value$1.4M (-$78.3K)
Filed 2026-11-02
Venture Visionary Partners LLC
INCREASED
Shares24,645 from 24,518
Change+127 (+1%)
Value$1.4M (+$6.9K)
Filed 2026-10-07
Sentinel Trust Co LBA
UNCHANGED
Shares24,412 from 24,412
Change0 (0%)
Value$1.4K ($0)
Filed 2026-11-03
Oak Thistle LLC
DECREASED
Shares24,105 from 24,700
Change-595 (-2%)
Value$1.4M (-$34.9K)
Filed 2026-10-21
Jamison Private Wealth Management, Inc.
DECREASED
Shares23,970 from 24,649
Change-679 (-3%)
Value$1.4M (-$39.8K)
Filed 2026-10-14
Frank, Rimerman Advisors LLC
INCREASED
Shares23,840 from 23,835
Change+5 (+0%)
Value$1.4M (-$187)
Filed 2026-10-16
Beutel, Goodman & Co Ltd.
DECREASED
Shares23,800 from 24,300
Change-500 (-2%)
Value$1.4K (-$1.4M)
Filed 2026-11-04
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares23,754 from 20,285
Change+3,469 (+17%)
Value$1.4M (+$200.2K)
Filed 2026-10-13
HUB Investment Partners, LLC
INCREASED
Shares23,706 from 23,413
Change+293 (+1%)
Value$1.4M (+$16.5K)
Filed 2026-11-03
Davis Capital Management
DECREASED
Shares23,696 from 24,142
Change-446 (-2%)
Value$1.4M (-$26.3K)
Filed 2026-10-08
Eastern Bank
DECREASED
Shares23,634 from 26,651
Change-3,017 (-11%)
Value$1.4M (-$175.0K)
Filed 2026-10-05
Bdf-Gestion
DECREASED
Shares23,397 from 26,364
Change-2,967 (-11%)
Value$1.4M (-$2.3M)
Filed 2026-10-19
Murphy Pohlad Asset Management LLC
DECREASED
Shares23,085 from 23,215
Change-130 (-1%)
Value$1.3M (-$8.0K)
Filed 2026-10-22
Montag A & Associates Inc
DECREASED
Shares22,878 from 23,980
Change-1,102 (-5%)
Value$1.3M (-$64.4K)
Filed 2026-10-29
GC Wealth Management RIA, LLC
DECREASED
Shares22,770 from 28,785
Change-6,015 (-21%)
Value$1.3M (-$348.4K)
Filed 2026-11-02
Private Management Group Inc
INCREASED
Shares22,680 from 22,645
Change+35 (+0%)
Value$1.3M (+$1.6K)
Filed 2026-11-04
Brighton Jones LLC
DECREASED
Shares22,518 from 22,944
Change-426 (-2%)
Value$1.3M (-$25.1K)
Filed 2026-11-03
Kimelman & Baird, LLC
UNCHANGED
Shares22,307 from 22,307
Change0 (0%)
Value$1.3M (-$446)
Filed 2026-11-03
Folger Nolan Fleming Douglas Capital Management, Inc
DECREASED
Shares21,971 from 23,339
Change-1,368 (-6%)
Value$1.3M (-$79.6K)
Filed 2026-10-13
Diligent Investors, LLC
DECREASED
Shares21,847 from 22,533
Change-686 (-3%)
Value$1.3M (-$40.1K)
Filed 2026-10-21
Gibbs Wealth Management
INCREASED
Shares21,823 from 20,043
Change+1,780 (+9%)
Value$1.3M (+$102.5K)
Filed 2026-10-22
Indivisible Partners
INCREASED
Shares21,719 from 17,836
Change+3,883 (+22%)
Value$1.3M (+$224.2K)
Filed 2026-10-26
BayBridge Capital Group, LLC
INCREASED
Shares21,674 from 10,113
Change+11,561 (+114%)
Value$1.3M (+$668.3K)
Filed 2026-10-13
Ascent Wealth Partners, LLC
NEW
Shares21,461
Change+21,461
Value$1.2M
Filed 2026-10-23
Signaturefd, LLC
DECREASED
Shares21,344 from 21,911
Change-567 (-3%)
Value$1.2M (-$33.2K)
Filed 2026-10-23
Trust Co of Toledo NA
DECREASED
Shares21,048 from 31,265
Change-10,217 (-33%)
Value$1.2M (-$591.4K)
Filed 2026-10-16
Procyon Advisors, LLC
DECREASED
Shares20,980 from 22,533
Change-1,553 (-7%)
Value$1.2M (-$90.3K)
Filed 2026-10-21
Larson Financial Group LLC
DECREASED
Shares20,798 from 21,170
Change-372 (-2%)
Value$1.2M (-$22.0K)
Filed 2026-11-05
Deltec Asset Management LLC
DECREASED
Shares20,457 from 22,402
Change-1,945 (-9%)
Value$1.2M (-$112.9K)
Filed 2026-10-26
Nicholas Hoffman & Company, Llc.
INCREASED
Shares19,968 from 19,948
Change+20 (+0%)
Value$1.2M (+$745)
Filed 2026-10-30
First Citizens Bank & Trust Co
INCREASED
Shares19,852 from 7,291
Change+12,561 (+172%)
Value$1.1M (+$726.1K)
Filed 2026-10-14
Traphagen Investment Advisors LLC
INCREASED
Shares19,808 from 19,798
Change+10 (+0%)
Value$1.1M (+$220)
Filed 2026-10-14
Waldron Private Wealth LLC
DECREASED
Shares19,794 from 20,564
Change-770 (-4%)
Value$1.2M (-$34.6K)
Filed 2026-11-02
Centennial Wealth Advisory LLC
INCREASED
Shares19,717 from 18,886
Change+831 (+4%)
Value$1.1M (+$47.7K)
Filed 2026-10-16
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares19,701 from 19,701
Change0 (0%)
Value$1.1M (-$394)
Filed 2026-10-23
Ridgepath Capital Management LLC
INCREASED
Shares19,631 from 19,466
Change+165 (+1%)
Value$1.1M (+$9.2K)
Filed 2026-10-29
CSU Producer Resources, Inc.
UNCHANGED
Shares19,250 from 19,250
Change0 (0%)
Value$1.1M (-$385)
Filed 2026-11-03
Canandaigua National Bank & Trust Co
DECREASED
Shares19,065 from 35,543
Change-16,478 (-46%)
Value$1.1M (-$953.5K)
Filed 2026-10-07
Welch Group, LLC
DECREASED
Shares18,970 from 18,983
Change-13 (0%)
Value$1.1M (-$1.1K)
Filed 2026-10-29
Mesirow Financial Investment Management, Inc.
INCREASED
Shares18,910 from 18,377
Change+533 (+3%)
Value$1.1M (+$30.4K)
Filed 2026-11-05
Diversify Wealth Management, LLC
INCREASED
Shares18,862 from 18,242
Change+620 (+3%)
Value$1.2M (+$82.2K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares18,862 from 18,242
Change+620 (+3%)
Value$1.2M (+$82.2K)
Filed 2026-10-20
Anchor Capital Advisors LLC
DECREASED
Shares18,809 from 19,270
Change-461 (-2%)
Value$1.1M (-$27.0K)
Filed 2026-11-05
Dynamic Advisor Solutions LLC
INCREASED
Shares18,797 from 16,336
Change+2,461 (+15%)
Value$1.1M (+$142.0K)
Filed 2026-10-13
Perigon Wealth Management, LLC
INCREASED
Shares18,602 from 15,963
Change+2,639 (+17%)
Value$1.1M (+$152.3K)
Filed 2026-10-22
Wedmont Private Capital
INCREASED
Shares18,451 from 13,844
Change+4,607 (+33%)
Value$1.1M (+$305.0K)
Filed 2026-10-09
Howard Capital Management Group, LLC
UNCHANGED
Shares18,406 from 18,406
Change0 (0%)
Value$1.1M (-$368)
Filed 2026-10-16
Prime Capital Investment Advisors, LLC
DECREASED
Shares18,385 from 18,632
Change-247 (-1%)
Value$1.1M (-$14.7K)
Filed 2026-10-20
Guinness Atkinson Asset Management Inc
UNCHANGED
Shares18,256 from 18,256
Change0 (0%)
Value$1.1M (-$365)
Filed 2026-11-05
Canopy Partners, LLC
INCREASED
Shares17,984 from 17,630
Change+354 (+2%)
Value$1.0M (+$20.1K)
Filed 2026-10-28
Carret Asset Management, LLC
UNCHANGED
Shares17,537 from 17,537
Change0 (0%)
Value$1.0M (-$351)
Filed 2026-11-04
Daymark Wealth Partners, LLC
INCREASED
Shares17,487 from 16,072
Change+1,415 (+9%)
Value$1.0M (+$81.5K)
Filed 2026-11-04
Sagespring Wealth Partners, LLC
INCREASED
Shares17,437 from 14,799
Change+2,638 (+18%)
Value$1.0M (+$152.2K)
Filed 2026-10-22
LifePlan Financial, LLC
DECREASED
Shares17,365 from 23,701
Change-6,336 (-27%)
Value$1.1M (-$317.3K)
Filed 2026-10-13
Heritage Wealth Management, Inc.
INCREASED
Shares17,143 from 16,253
Change+890 (+5%)
Value$991.2K (+$51.1K)
Filed 2026-10-28
Axxcess Wealth Management, LLC
DECREASED
Shares17,125 from 43,332
Change-26,207 (-60%)
Value$990.2K (-$1.5M)
Filed 2026-10-21
North Star Investment Management Corp.
INCREASED
Shares17,115 from 16,115
Change+1,000 (+6%)
Value$989.6K (+$57.5K)
Filed 2026-10-27
IFP Advisors, Inc
INCREASED
Shares16,887 from 14,904
Change+1,983 (+13%)
Value$976.4K (+$114.4K)
Filed 2026-10-16
Jacobi Capital Management LLC
INCREASED
Shares16,819 from 16,668
Change+151 (+1%)
Value$972.5K (+$8.4K)
Filed 2026-11-05
ARS Investment Partners, LLC
UNCHANGED
Shares16,653 from 16,653
Change0 (0%)
Value$962.9K (-$334)
Filed 2026-11-05
Aprio Wealth Management, LLC
INCREASED
Shares16,540 from 15,455
Change+1,085 (+7%)
Value$956.3K (+$62.4K)
Filed 2026-10-28
Soltis Investment Advisors LLC
INCREASED
Shares16,351 from 7,991
Change+8,360 (+105%)
Value$945.4K (+$483.2K)
Filed 2026-10-28
Investors Asset Management of Georgia Inc
DECREASED
Shares16,265 from 16,892
Change-627 (-4%)
Value$940.4K (-$36.6K)
Filed 2026-10-20
Means Investment Co., Inc.
DECREASED
Shares16,157 from 17,056
Change-899 (-5%)
Value$934.2K (-$52.3K)
Filed 2026-11-03
Compound Planning, Inc.
DECREASED
Shares16,118 from 16,428
Change-310 (-2%)
Value$931.9K (-$18.3K)
Filed 2026-11-05
Ritholtz Wealth Management
DECREASED
Shares16,060 from 16,324
Change-264 (-2%)
Value$928.6K (-$15.6K)
Filed 2026-11-05
Clear Harbor Asset Management, LLC
INCREASED
Shares16,023 from 6,355
Change+9,668 (+152%)
Value$926.5K (+$558.9K)
Filed 2026-11-05
Patton Albertson Miller Group, LLC
DECREASED
Shares15,940 from 16,260
Change-320 (-2%)
Value$921.7K (-$18.8K)
Filed 2026-10-26
Chesley Taft & Associates LLC
DECREASED
Shares15,938 from 16,938
Change-1,000 (-6%)
Value$921.5K (-$58.2K)
Filed 2026-10-13
Machina Capital S.A.S.
NEW
Shares15,890
Change+15,890
Value$918.8K
Filed 2026-11-05
OpenArc Corporate Advisory, LLC
DECREASED
Shares15,776 from 16,120
Change-344 (-2%)
Value$912.2K (-$20.2K)
Filed 2026-10-21
Fourpath Capital Management, LLC
INCREASED
Shares15,685 from 10,508
Change+5,177 (+49%)
Value$906.9K (+$299.1K)
Filed 2026-10-19
Busey Bank
INCREASED
Shares15,564 from 15,481
Change+83 (+1%)
Value$899.9K (+$4.5K)
Filed 2026-10-26
Cidel Asset Management Inc
INCREASED
Shares15,411 from 14,303
Change+1,108 (+8%)
Value$891.1K (+$63.8K)
Filed 2026-10-29
Formidable Asset Management, LLC
INCREASED
Shares15,303 from 14,738
Change+565 (+4%)
Value$885.1K (+$35.6K)
Filed 2026-11-03
Private Trust Co NA
INCREASED
Shares15,290 from 14,250
Change+1,040 (+7%)
Value$884.1K (+$59.8K)
Filed 2026-10-20
Sarasin & Partners LLP
INCREASED
Shares15,200 from 14,000
Change+1,200 (+9%)
Value$878.9K (+$69.1K)
Filed 2026-10-13
Journey Retirement Planning & Investment Management LLC
INCREASED
Shares15,149 from 14,901
Change+248 (+2%)
Value$875.9K (+$14.1K)
Filed 2026-10-09
Beese Fulmer Investment Management, Inc.
INCREASED
Shares14,984 from 8,463
Change+6,521 (+77%)
Value$853.1K (+$363.6K)
Filed 2026-10-23
Bria Capital Group, LLC
INCREASED
Shares14,973 from 14,455
Change+518 (+4%)
Value$865.7K (+$29.7K)
Filed 2026-10-22
Old National Bancorp
DECREASED
Shares14,718 from 15,348
Change-630 (-4%)
Value$851.0K (-$36.7K)
Filed 2026-10-20
Alliance Wealth Advisors, LLC
DECREASED
Shares14,707 from 16,168
Change-1,461 (-9%)
Value$850.4K (-$84.8K)
Filed 2026-10-28
3Chopt Investment Partners, LLC
INCREASED
Shares14,693 from 12,781
Change+1,912 (+15%)
Value$857.2K (+$111.5K)
Filed 2026-10-30
Simplicity Wealth,LLC
INCREASED
Shares14,566 from 13,275
Change+1,291 (+10%)
Value$842.2K (+$74.4K)
Filed 2026-10-23
Columbia Asset Management
DECREASED
Shares14,552 from 14,557
Change-5 (0%)
Value$841.4K (-$580)
Filed 2026-10-19
Fort Washington Investment Advisors Inc
DECREASED
Shares14,536 from 14,816
Change-280 (-2%)
Value$840.5K (-$16.5K)
Filed 2026-10-15
A. D. Beadell Investment Counsel, Inc.
DECREASED
Shares14,506 from 15,106
Change-600 (-4%)
Value$838 (-$35)
Filed 2026-10-14
Greenfield Savings Bank
DECREASED
Shares14,429 from 14,801
Change-372 (-3%)
Value$834.3K (-$21.8K)
Filed 2026-10-07
Peoples Financial Services Corp.
DECREASED
Shares14,400 from 14,539
Change-139 (-1%)
Value$832.4K (-$8.5K)
Filed 2026-10-20
Aspen Investment Management Inc
INCREASED
Shares14,391 from 14,344
Change+47 (+0%)
Value$832 (+$2)
Filed 2026-11-05
1834 Investment Advisors Co
UNCHANGED
Shares14,371 from 14,371
Change0 (0%)
Value$830.9K (-$287)
Filed 2026-10-16
XML Financial, LLC
INCREASED
Shares14,222 from 13,421
Change+801 (+6%)
Value$822.3K (+$46.1K)
Filed 2026-10-29
Sterling Investment Advisors, Ltd.
DECREASED
Shares14,078 from 14,478
Change-400 (-3%)
Value$814.0K (-$23.4K)
Filed 2026-10-27
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
INCREASED
Shares13,833 from 12,960
Change+873 (+7%)
Value$799.8K (+$50.2K)
Filed 2026-10-22
Souders Financial Advisors
DECREASED
Shares13,757 from 13,771
Change-14 (0%)
Value$795.5K (-$1.1K)
Filed 2026-11-03
Gerald Baker Financial Group LLC
UNCHANGED
Shares13,701 from 13,701
Change0 (0%)
Value$792.2K (-$274)
Filed 2026-10-09
Advisor OS, LLC
DECREASED
Shares13,521 from 20,385
Change-6,864 (-34%)
Value$781.8K (-$397.3K)
Filed 2026-11-03
Moody National Bank Trust Division
UNCHANGED
Shares13,509 from 13,509
Change0 (0%)
Value$781.1K (-$271)
Filed 2026-10-06
Teza Capital Management LLC
NEW
Shares13,437
Change+13,437
Value$776.9K
Filed 2026-10-23
Wealth Management Nebraska
UNCHANGED
Shares13,376 from 13,376
Change0 (0%)
Value$773.4K (-$268)
Filed 2026-10-26
Chicago Trust Co NA
INCREASED
Shares13,281 from 12,639
Change+642 (+5%)
Value$767.9K (+$36.9K)
Filed 2026-10-28
Burke & Herbert Bank & Trust Co
UNCHANGED
Shares13,188 from 13,188
Change0 (0%)
Value$762.5K (-$263)
Filed 2026-11-02
1620 Investment Advisors, Inc.
INCREASED
Shares13,153 from 12,739
Change+414 (+3%)
Value$760.5K (+$23.7K)
Filed 2026-11-04
Chicago Capital, LLC
INCREASED
Shares13,066 from 12,066
Change+1,000 (+8%)
Value$755.5K (+$57.6K)
Filed 2026-10-13
USA Financial Formulas
NEW
Shares13,064
Change+13,064
Value$755.4K
Filed 2026-10-16
Columbia Bank
INCREASED
Shares13,062 from 11,562
Change+1,500 (+13%)
Value$755.2K (+$86.5K)
Filed 2026-10-29
Key FInancial Inc
DECREASED
Shares13,047 from 13,143
Change-96 (-1%)
Value$754.4K (-$5.8K)
Filed 2026-11-02
Annex Advisory Services, LLC
INCREASED
Shares12,963 from 12,931
Change+32 (+0%)
Value$749.5K (+$1.5K)
Filed 2026-10-16
Capital Investment Advisors, LLC
DECREASED
Shares12,896 from 13,821
Change-925 (-7%)
Value$745.7K (-$53.8K)
Filed 2026-10-22
Robertson Stephens Wealth Management, LLC
INCREASED
Shares12,793 from 12,064
Change+729 (+6%)
Value$746.4K (+$42.5K)
Filed 2026-10-16
First Financial Corp
DECREASED
Shares12,737 from 12,846
Change-109 (-1%)
Value$736.5K (-$6.6K)
Filed 2026-10-13
First National Trust Co
DECREASED
Shares12,671 from 12,734
Change-63 (0%)
Value$732.6K (-$3.9K)
Filed 2026-10-28
Radnor Capital Management, LLC
DECREASED
Shares12,512 from 12,858
Change-346 (-3%)
Value$723.4K (-$20.3K)
Filed 2026-10-23
Guyasuta Investment Advisors Inc
DECREASED
Shares12,510 from 13,248
Change-738 (-6%)
Value$723.3K (-$42.9K)
Filed 2026-10-15
West Paces Advisors Inc.
DECREASED
Shares12,353 from 14,403
Change-2,050 (-14%)
Value$714.3K (-$118.8K)
Filed 2026-10-13
International Assets Investment Management, LLC
DECREASED
Shares12,344 from 12,987
Change-643 (-5%)
Value$713.0K (-$56.9K)
Filed 2026-11-02
M Holdings Securities, Inc.
NEW
Shares12,313
Change+12,313
Value$802
Filed 2026-11-03
Peoples Bank
DECREASED
Shares12,259 from 12,309
Change-50 (0%)
Value$708.8K (-$3.1K)
Filed 2026-10-09
Spire Wealth Management
DECREASED
Shares12,246 from 12,351
Change-105 (-1%)
Value$708.0K (-$6.3K)
Filed 2026-10-30
First Business Financial Services, Inc.
INCREASED
Shares12,208 from 12,191
Change+17 (+0%)
Value$705.9K (+$740)
Filed 2026-10-29
First Nebraska Trust Co
UNCHANGED
Shares12,201 from 12,201
Change0 (0%)
Value$705.3K (-$371)
Filed 2026-10-30
Quintet Private Bank (Europe) S.A.
INCREASED
Shares12,155 from 12,125
Change+30 (+0%)
Value$702.8K (+$1.5K)
Filed 2026-10-08
NorthCrest Asset Manangement, LLC
DECREASED
Shares12,095 from 14,203
Change-2,108 (-15%)
Value$733.8K (-$94.2K)
Filed 2026-10-13
V-Square Quantitative Management LLC
INCREASED
Shares12,079 from 10,483
Change+1,596 (+15%)
Value$698.4K (+$92.1K)
Filed 2026-10-15
Valley National Advisers Inc
INCREASED
Shares12,038 from 12,036
Change+2 (+0%)
Value$696.0K (-$118)
Filed 2026-10-23
CFS Investment Advisory Services, LLC
INCREASED
Shares12,027 from 11,014
Change+1,013 (+9%)
Value$717.1K (+$46.2K)
Filed 2026-10-19
Marino, Stram & Associates LLC
DECREASED
Shares12,018 from 13,088
Change-1,070 (-8%)
Value$694.9K (-$62.1K)
Filed 2026-10-22
Axxion S.A.
UNCHANGED
Shares12,000 from 12,000
Change0 (0%)
Value$693.8K (-$240)
Filed 2026-10-22
Gables Capital Management Inc.
INCREASED
Shares11,985 from 9,985
Change+2,000 (+20%)
Value$693.0K (+$115.4K)
Filed 2026-11-04
Cigna Investments Inc
UNCHANGED
Shares11,939 from 11,939
Change0 (0%)
Value$690 (-$689.3K)
Filed 2026-10-19
Essex Bank
DECREASED
Shares11,882 from 11,967
Change-85 (-1%)
Value$686.9K (-$5.3K)
Filed 2026-10-16
Foster Group, Inc.
DECREASED
Shares11,873 from 12,243
Change-370 (-3%)
Value$686.5K (-$21.6K)
Filed 2026-10-13
Legacy Wealth Asset Management, LLC
DECREASED
Shares11,851 from 12,305
Change-454 (-4%)
Value$685.2K (-$26.5K)
Filed 2026-10-09
First City Capital Management, Inc.
UNCHANGED
Shares11,820 from 11,820
Change0 (0%)
Value$683.4K (-$237)
Filed 2026-10-27
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares11,782 from 11,452
Change+330 (+3%)
Value$681.2K (+$18.8K)
Filed 2026-10-16
Newman Dignan & Sheerar, Inc.
UNCHANGED
Shares11,721 from 11,721
Change0 (0%)
Value$677.7K (-$235)
Filed 2026-10-21
Tobam
DECREASED
Shares11,659 from 43,117
Change-31,458 (-73%)
Value$674 (-$2.5M)
Filed 2026-11-03
Joel Isaacson & Co., LLC
INCREASED
Shares11,646 from 11,004
Change+642 (+6%)
Value$673.4K (+$36.9K)
Filed 2026-11-05
Hendershot Investments Inc.
UNCHANGED
Shares11,598 from 11,598
Change0 (0%)
Value$670.6K (-$232)
Filed 2026-11-05
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares11,592 from 13,247
Change-1,655 (-12%)
Value$670.2K (-$96.0K)
Filed 2026-10-07
Family Legacy, Inc.
UNCHANGED
Shares11,527 from 11,527
Change0 (0%)
Value$666.5K (-$231)
Filed 2026-10-13
Parkside Financial Bank & Trust
DECREASED
Shares11,451 from 13,810
Change-2,359 (-17%)
Value$662.1K (-$136.7K)
Filed 2026-10-27
Verity Asset Management, Inc.
DECREASED
Shares11,326 from 11,563
Change-237 (-2%)
Value$654.9K (-$13.9K)
Filed 2026-10-30
Searle & Co.
UNCHANGED
Shares11,325 from 11,325
Change0 (0%)
Value$654.8K (-$226)
Filed 2026-11-04
Cullen Investment Group, Ltd.
DECREASED
Shares11,296 from 11,897
Change-601 (-5%)
Value$698.0K (+$9.8K)
Filed 2026-10-13
Woodmont Investment Counsel LLC
INCREASED
Shares11,296 from 11,292
Change+4 (+0%)
Value$653.1K (+$6)
Filed 2026-10-29
Waterfront Wealth Inc.
INCREASED
Shares11,285 from 11,231
Change+54 (+0%)
Value$722.9K (+$62.2K)
Filed 2026-11-03
Brookstone Capital Management
INCREASED
Shares11,202 from 5,995
Change+5,207 (+87%)
Value$647.7K (+$301.0K)
Filed 2026-10-22
Kanawha Capital Management LLC
UNCHANGED
Shares11,189 from 11,189
Change0 (0%)
Value$646.9K (-$224)
Filed 2026-10-19
EverSource Wealth Advisors, LLC
INCREASED
Shares11,163 from 10,571
Change+592 (+6%)
Value$645.4K (+$34.0K)
Filed 2026-11-04
Dorato Capital Management
INCREASED
Shares11,050 from 9,145
Change+1,905 (+21%)
Value$656.1K (+$118.1K)
Filed 2026-10-08
AA Financial Advisors, LLC
INCREASED
Shares11,030 from 10,538
Change+492 (+5%)
Value$637.8K (+$28.2K)
Filed 2026-10-19
Independent Financial Group, LLC
INCREASED
Shares10,939 from 10,300
Change+639 (+6%)
Value$632.5K (+$36.7K)
Filed 2026-10-13
VestGen Advisors, LLC
DECREASED
Shares10,920 from 12,895
Change-1,975 (-15%)
Value$631.4K (-$114.5K)
Filed 2026-10-27
Resonant Capital Advisors, LLC
DECREASED
Shares10,870 from 11,208
Change-338 (-3%)
Value$634.1K (-$19.8K)
Filed 2026-10-15
Focused Alpha, LLC
DECREASED
Shares10,864 from 10,948
Change-84 (-1%)
Value$628.1K (-$5.1K)
Filed 2026-10-20
Signature Wealth Management Partners, LLC
UNCHANGED
Shares10,775 from 10,775
Change0 (0%)
Value$623.0K (-$215)
Filed 2026-10-21
Evergreen Capital Management LLC
INCREASED
Shares10,761 from 10,539
Change+222 (+2%)
Value$625.8K (+$12.2K)
Filed 2026-10-23
Smallwood Wealth Investment Management, LLC
UNCHANGED
Shares10,641 from 10,641
Change0 (0%)
Value$615.3K (-$213)
Filed 2026-10-30
Auto-Owners Insurance Co
UNCHANGED
Shares10,600 from 10,600
Change0 (0%)
Value$612.9K (-$212)
Filed 2026-10-15
Guidance Capital, Inc
INCREASED
Shares10,557 from 10,374
Change+183 (+2%)
Value$700.7K (+$63.6K)
Filed 2026-11-03
Directional Asset Management
DECREASED
Shares10,495 from 10,678
Change-183 (-2%)
Value$606.8K (-$10.8K)
Filed 2026-10-22
Hurley Capital, LLC
INCREASED
Shares10,491 from 9,829
Change+662 (+7%)
Value$606.6K (+$38.2K)
Filed 2026-11-05
Harel Insurance Investments & Financial Services Ltd.
NEW
Shares10,483
Change+10,483
Value$606
Filed 2026-11-02
Letson Investment Management, Inc.
UNCHANGED
Shares10,421 from 10,421
Change0 (0%)
Value$602.5K (-$209)
Filed 2026-11-05
Cushing Capital Partners, LLC
DECREASED
Shares10,396 from 10,515
Change-119 (-1%)
Value$601.1K (-$7.1K)
Filed 2026-10-20
Exchange Bank
DECREASED
Shares10,328 from 10,578
Change-250 (-2%)
Value$597.2K (-$14.7K)
Filed 2026-10-07
Evansbrook LLC
INCREASED
Shares10,224 from 10,207
Change+17 (+0%)
Value$591.2K (+$761)
Filed 2026-10-16
DMC Group, LLC
INCREASED
Shares10,143 from 8,196
Change+1,947 (+24%)
Value$586.5K (+$112.4K)
Filed 2026-10-26
Aries Wealth Management
UNCHANGED
Shares10,125 from 10,125
Change0 (0%)
Value$585.4K (-$202)
Filed 2026-10-23
Whitener Capital Management, Inc.
DECREASED
Shares10,014 from 10,098
Change-84 (-1%)
Value$579.0K (-$5.1K)
Filed 2026-10-15
Trust Point Inc.
INCREASED
Shares9,887 from 5,082
Change+4,805 (+95%)
Value$571.7K (+$277.7K)
Filed 2026-10-27
Ferguson Wellman Capital Management, Inc
DECREASED
Shares9,880 from 12,814
Change-2,934 (-23%)
Value$571.2K (-$169.9K)
Filed 2026-10-05
Quadcap Wealth Management, LLC
DECREASED
Shares9,857 from 10,178
Change-321 (-3%)
Value$569.9K (-$18.8K)
Filed 2026-11-02
Everett Harris & Co
INCREASED
Shares9,853 from 9,596
Change+257 (+3%)
Value$569.7K (+$14.7K)
Filed 2026-10-28
Cincinnati Indemnity Co
UNCHANGED
Shares9,750 from 9,750
Change0 (0%)
Value$563.7K (-$195)
Filed 2026-11-03
Claro Advisors Inc.
INCREASED
Shares9,669 from 8,807
Change+862 (+10%)
Value$559.1K (+$49.7K)
Filed 2026-11-02
Integrity Alliance, Llc.
INCREASED
Shares9,546 from 9,470
Change+76 (+1%)
Value$552.0K (+$4.2K)
Filed 2026-10-29
Luts & Greenleigh Group, Inc.
DECREASED
Shares9,540 from 9,555
Change-15 (0%)
Value$551.6K (-$1.1K)
Filed 2026-11-05
Mystic Asset Management, Inc.
DECREASED
Shares9,463 from 9,688
Change-225 (-2%)
Value$547.2K (-$13.2K)
Filed 2026-10-15
Simplex Trading, LLC
DECREASED
Shares9,423 from 13,860
Change-4,437 (-32%)
Value$544.8K (-$256.8K)
Filed 2026-11-04
HF Advisory Group, LLC
DECREASED
Shares9,406 from 9,563
Change-157 (-2%)
Value$543.8K (-$9.3K)
Filed 2026-10-09
Boltwood Capital Management
DECREASED
Shares9,355 from 13,350
Change-3,995 (-30%)
Value$540.9K (-$231.3K)
Filed 2026-10-02
Angeles Wealth Management, LLC
INCREASED
Shares9,305 from 3,979
Change+5,326 (+134%)
Value$542.9K (+$310.7K)
Filed 2026-10-26
Carnegie Investment Counsel
INCREASED
Shares9,300 from 7,791
Change+1,509 (+19%)
Value$537.7K (+$87.1K)
Filed 2026-10-20
Kathmere Capital Management, LLC
INCREASED
Shares9,205 from 6,040
Change+3,165 (+52%)
Value$532.2K (+$182.8K)
Filed 2026-10-20
Union Savings Bank
DECREASED
Shares9,187 from 9,329
Change-142 (-2%)
Value$531.1K (-$8.5K)
Filed 2026-10-14
Alta Advisers Ltd
INCREASED
Shares9,126 from 5,003
Change+4,123 (+82%)
Value$527.7K (+$238.3K)
Filed 2026-11-02
Founders Financial Securities LLC
INCREASED
Shares9,121 from 7,538
Change+1,583 (+21%)
Value$527.4K (+$91.4K)
Filed 2026-10-28
Caldwell Trust Co
DECREASED
Shares9,040 from 9,678
Change-638 (-7%)
Value$522.7K (-$37.1K)
Filed 2026-10-30
Savoir Faire Capital Management, L.P.
DECREASED
Shares8,891 from 21,282
Change-12,391 (-58%)
Value$514.1K (-$716.9K)
Filed 2026-11-03
Mccarter Private Wealth Services LLC
INCREASED
Shares8,812 from 8,787
Change+25 (+0%)
Value$509.5K (+$1.3K)
Filed 2026-10-22
Welch & Forbes LLC
DECREASED
Shares8,811 from 9,447
Change-636 (-7%)
Value$509.5K (-$37.0K)
Filed 2026-11-04
Jeppson Wealth Management, LLC
INCREASED
Shares8,769 from 8,599
Change+170 (+2%)
Value$507.0K (+$9.7K)
Filed 2026-10-20
Brown Miller Wealth Management, LLC
INCREASED
Shares8,759 from 8,751
Change+8 (+0%)
Value$506.4K (+$267)
Filed 2026-11-02
Platform Technology Partners
INCREASED
Shares8,757 from 7,849
Change+908 (+12%)
Value$506.3K (+$52.3K)
Filed 2026-11-02
Westbourne Investment Advisors, Inc.
UNCHANGED
Shares8,707 from 8,707
Change0 (0%)
Value$503.4K (-$174)
Filed 2026-10-20
Principle Wealth Partners LLC
INCREASED
Shares8,663 from 8,503
Change+160 (+2%)
Value$500.9K (+$9.1K)
Filed 2026-11-02
Linscomb Wealth, Inc.
INCREASED
Shares8,656 from 8,374
Change+282 (+3%)
Value$500.5K (+$16.1K)
Filed 2026-11-05
Capital Investment Advisory Services, LLC
DECREASED
Shares8,639 from 12,594
Change-3,955 (-31%)
Value$503.2K (-$225.2K)
Filed 2026-10-30
Eddie Patel Inc
INCREASED
Shares8,568 from 6,546
Change+2,022 (+31%)
Value$495.4K (+$116.8K)
Filed 2026-11-02
Chicago Partners Investment Group LLC
INCREASED
Shares8,568 from 7,147
Change+1,421 (+20%)
Value$546.6K (+$117.5K)
Filed 2026-10-27
Split Creek LLC DBA Split Creek Capital LLC
UNCHANGED
Shares8,539 from 8,539
Change0 (0%)
Value$493.7K (-$171)
Filed 2026-11-02
International Private Wealth Advisors LLC
DECREASED
Shares8,519 from 9,007
Change-488 (-5%)
Value$492.6K (-$28.4K)
Filed 2026-11-05
First Affirmative Financial Network
NEW
Shares8,472
Change+8,472
Value$489.8K
Filed 2026-10-21
United Asset Strategies, Inc.
INCREASED
Shares8,438 from 8,165
Change+273 (+3%)
Value$487.9K (+$15.6K)
Filed 2026-10-28
Confluence Wealth Services, Inc.
DECREASED
Shares8,392 from 20,134
Change-11,742 (-58%)
Value$485.2K (-$679.3K)
Filed 2026-11-05
Montecito Bank & Trust
UNCHANGED
Shares8,353 from 8,353
Change0 (0%)
Value$483.0K (-$166)
Filed 2026-10-01
Arvest Investments, Inc.
INCREASED
Shares8,273 from 8,265
Change+8 (+0%)
Value$478.3K (+$297)
Filed 2026-10-21
Lawood & Co
DECREASED
Shares8,248 from 8,533
Change-285 (-3%)
Value$476.9K (-$16.6K)
Filed 2026-10-09
Central Pacific Bank - Trust Division
DECREASED
Shares8,209 from 13,288
Change-5,079 (-38%)
Value$474.6K (-$293.9K)
Filed 2026-10-06
Connecticut Wealth Management, LLC
UNCHANGED
Shares8,182 from 8,182
Change0 (0%)
Value$473.1K (-$164)
Filed 2026-10-13
Southland Equity Partners LLC
INCREASED
Shares8,177 from 8,150
Change+27 (+0%)
Value$472.8K (+$1.4K)
Filed 2026-10-14
Oliver Luxxe Assets LLC
INCREASED
Shares8,151 from 7,851
Change+300 (+4%)
Value$471.3K (+$17.2K)
Filed 2026-10-14
Lecap Asset Management LTD
DECREASED
Shares8,127 from 16,045
Change-7,918 (-49%)
Value$469.9K (-$458.1K)
Filed 2026-10-27
Ti-Trust, Inc
UNCHANGED
Shares8,112 from 8,112
Change0 (0%)
Value$469.0K (-$162)
Filed 2026-10-21
Supplemental Annuity Collective Trust of NJ
DECREASED
Shares8,076 from 8,233
Change-157 (-2%)
Value$467.0K (-$9.2K)
Filed 2026-11-02
Trueblood Wealth Management, LLC
INCREASED
Shares8,052 from 8,048
Change+4 (+0%)
Value$465.5K (+$19)
Filed 2026-10-23
Flagship Harbor Advisors, LLC
INCREASED
Shares8,049 from 7,750
Change+299 (+4%)
Value$465.4K (+$17.1K)
Filed 2026-10-26
Wealthcare Advisory Partners LLC
INCREASED
Shares8,027 from 5,394
Change+2,633 (+49%)
Value$464.1K (+$152.1K)
Filed 2026-10-21
Grove Bank & Trust
DECREASED
Shares8,018 from 8,190
Change-172 (-2%)
Value$463.6K (-$10.1K)
Filed 2026-10-08
Meridian Wealth Management, LLC
DECREASED
Shares8,005 from 8,122
Change-117 (-1%)
Value$462.8K (-$7.0K)
Filed 2026-11-05
Sigma Planning Corp
INCREASED
Shares7,976 from 7,827
Change+149 (+2%)
Value$463.1K (+$10.2K)
Filed 2026-10-23
MTM Investment Management, LLC
INCREASED
Shares7,908 from 7,901
Change+7 (+0%)
Value$457.3K (+$254)
Filed 2026-10-30
Aull & Monroe Investment Management Corp
UNCHANGED
Shares7,881 from 7,881
Change0 (0%)
Value$455.7K (-$158)
Filed 2026-10-16
Perpetual Ltd
DECREASED
Shares7,828 from 8,244
Change-416 (-5%)
Value$452.6K (-$24.2K)
Filed 2026-10-13
TFC Financial Management, Inc.
UNCHANGED
Shares7,708 from 7,708
Change0 (0%)
Value$445.7K (-$154)
Filed 2026-10-26
Mogy Joel R Investment Counsel Inc
DECREASED
Shares7,693 from 7,840
Change-147 (-2%)
Value$444.8K (-$8.7K)
Filed 2026-10-13
Avestar Capital, LLC
DECREASED
Shares7,687 from 7,768
Change-81 (-1%)
Value$444.5K (-$4.8K)
Filed 2026-10-28
Castle Rock Wealth Management, LLC
INCREASED
Shares7,667 from 7,641
Change+26 (+0%)
Value$457.1K (+$3.6K)
Filed 2026-10-09
Valicenti Advisory Services Inc
DECREASED
Shares7,598 from 7,628
Change-30 (0%)
Value$439 (-$2)
Filed 2026-10-23
United Community Bank
INCREASED
Shares7,592 from 6,870
Change+722 (+11%)
Value$439.0K (+$41.6K)
Filed 2026-10-28
Holland Advisory Services, Inc.
DECREASED
Shares7,589 from 7,723
Change-134 (-2%)
Value$438.8K (-$7.9K)
Filed 2026-10-26
Obermeyer Wealth Partners
DECREASED
Shares7,572 from 7,871
Change-299 (-4%)
Value$437.8K (-$17.4K)
Filed 2026-10-21
Fiduciary Alliance LLC
INCREASED
Shares7,525 from 6,473
Change+1,052 (+16%)
Value$435.1K (+$60.7K)
Filed 2026-10-13
Pflug Koory, LLC
INCREASED
Shares7,523 from 5,445
Change+2,078 (+38%)
Value$435.0K (+$120.0K)
Filed 2026-10-26
Philadelphia Trust Co
UNCHANGED
Shares7,513 from 7,513
Change0 (0%)
Value$434 (-$434.6K)
Filed 2026-11-05
Strategy Asset Managers LLC
INCREASED
Shares7,505 from 7,345
Change+160 (+2%)
Value$433.9K (+$9.1K)
Filed 2026-10-14
SevenBridge Financial Group, LLC
DECREASED
Shares7,493 from 7,518
Change-25 (0%)
Value$479.4K (+$8.8K)
Filed 2026-10-26
Salomon & Ludwin, LLC
DECREASED
Shares7,476 from 7,613
Change-137 (-2%)
Value$432.3K (-$19.6K)
Filed 2026-10-29
Brady Family Wealth, LLC
UNCHANGED
Shares7,469 from 7,469
Change0 (0%)
Value$431.9K (-$149)
Filed 2026-11-02
Towne Trust Company, N.a
INCREASED
Shares7,438 from 6,938
Change+500 (+7%)
Value$430.1K (+$28.8K)
Filed 2026-10-28
Patten & Patten Inc
UNCHANGED
Shares7,422 from 7,422
Change0 (0%)
Value$429.1K (-$149)
Filed 2026-10-26
Cornerstone Wealth Group, LLC
DECREASED
Shares7,402 from 7,409
Change-7 (0%)
Value$428.0K (-$566)
Filed 2026-11-02
Guardian Investment Management
DECREASED
Shares7,385 from 8,376
Change-991 (-12%)
Value$427.0K (-$57.5K)
Filed 2026-10-23
Rosenberg Matthew Hamilton
INCREASED
Shares7,355 from 7,272
Change+83 (+1%)
Value$425.3K (+$4.7K)
Filed 2026-10-05
Legacy Bridge, LLC
DECREASED
Shares7,353 from 9,178
Change-1,825 (-20%)
Value$425.2K (-$105.7K)
Filed 2026-10-28
Cassaday & Co Wealth Management LLC
INCREASED
Shares7,329 from 6,315
Change+1,014 (+16%)
Value$423.8K (+$58.5K)
Filed 2026-10-27
PUREfi Wealth, LLC
DECREASED
Shares7,257 from 8,703
Change-1,446 (-17%)
Value$419.6K (-$83.8K)
Filed 2026-10-19
Pinnacle Wealth Management Advisory Group, LLC
DECREASED
Shares7,232 from 7,621
Change-389 (-5%)
Value$418.2K (-$22.6K)
Filed 2026-10-23
Symphony Financial, Ltd. Co.
NEW
Shares7,229
Change+7,229
Value$426.0K
Filed 2026-10-22
Johnson & White Wealth Management, LLC
INCREASED
Shares7,212 from 6,208
Change+1,004 (+16%)
Value$417.0K (+$58.0K)
Filed 2026-11-03
IFG Advisors, LLC
UNCHANGED
Shares7,184 from 7,184
Change0 (0%)
Value$415.4K (-$144)
Filed 2026-10-15
Cornerstone Wealth Management, LLC
INCREASED
Shares7,132 from 7,129
Change+3 (+0%)
Value$412.4K (+$52)
Filed 2026-11-04
Hickory Point Bank & Trust
DECREASED
Shares7,122 from 7,383
Change-261 (-4%)
Value$411.8K (-$15.2K)
Filed 2026-10-01
Nations Financial Group Inc,
INCREASED
Shares7,090 from 6,951
Change+139 (+2%)
Value$410.0K (+$7.9K)
Filed 2026-11-05
MRA Advisory Group
UNCHANGED
Shares7,045 from 7,045
Change0 (0%)
Value$407.3K (-$141)
Filed 2026-10-07
Fishman JAY A LTD
UNCHANGED
Shares7,044 from 7,044
Change0 (0%)
Value$407.3K (-$141)
Filed 2026-10-26
Park National Corp
UNCHANGED
Shares7,010 from 7,010
Change0 (0%)
Value$405.3K (-$140)
Filed 2026-10-05
Investmark Advisory Group LLC
INCREASED
Shares6,970 from 6,710
Change+260 (+4%)
Value$403.0K (+$14.9K)
Filed 2026-10-27
StoneRidge PMG Advisors, LLC
NEW
Shares6,967
Change+6,967
Value$403
Filed 2026-11-04
Uhlmann Price Securities, LLC
DECREASED
Shares6,950 from 6,976
Change-26 (0%)
Value$401.9K (-$1.7K)
Filed 2026-11-03
Wendell David Associates Inc
UNCHANGED
Shares6,932 from 6,932
Change0 (0%)
Value$401 (-$400.6K)
Filed 2026-10-27
S.A. Mason LLC
DECREASED
Shares6,913 from 7,013
Change-100 (-1%)
Value$399.7K (-$5.9K)
Filed 2026-10-13
Lighthouse Financial Services Inc
INCREASED
Shares6,859 from 6,811
Change+48 (+1%)
Value$396.6K (-$7.6K)
Filed 2026-11-02
Cane Capital Partners, LLC
INCREASED
Shares6,842 from 6,324
Change+518 (+8%)
Value$395.6K (+$29.8K)
Filed 2026-10-23
Summit Global Investments
INCREASED
Shares6,813 from 3,628
Change+3,185 (+88%)
Value$394 (-$209.6K)
Filed 2026-10-28
Bath Savings Trust Co
DECREASED
Shares6,810 from 6,813
Change-3 (0%)
Value$393.8K (-$310)
Filed 2026-10-07
Gilliland Jeter Wealth Management LLC
DECREASED
Shares6,740 from 6,824
Change-84 (-1%)
Value$389.7K (-$5.0K)
Filed 2026-10-28
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares6,724 from 5,501
Change+1,223 (+22%)
Value$388.8K (+$70.6K)
Filed 2026-10-27
Signature Estate & Investment Advisors LLC
INCREASED
Shares6,716 from 6,639
Change+77 (+1%)
Value$388.3K (+$4.2K)
Filed 2026-10-13
PDS Planning, Inc
INCREASED
Shares6,615 from 6,356
Change+259 (+4%)
Value$382.5K (+$14.9K)
Filed 2026-11-03
Manchester Capital Management LLC
DECREASED
Shares6,597 from 6,689
Change-92 (-1%)
Value$381.4K (-$5.5K)
Filed 2026-10-22
Meridian Investment Counsel Inc.
DECREASED
Shares6,589 from 7,070
Change-481 (-7%)
Value$381.0K (-$28.0K)
Filed 2026-10-14
Appleton Partners Inc
DECREASED
Shares6,550 from 7,250
Change-700 (-10%)
Value$379 (-$418.6K)
Filed 2026-10-30
ASR Vermogensbeheer N.V.
INCREASED
Shares6,508 from 734
Change+5,774 (+787%)
Value$376.3K (+$333.8K)
Filed 2026-10-16
Center for Financial Planning, Inc.
INCREASED
Shares6,497 from 5,931
Change+566 (+10%)
Value$375.7K (+$32.7K)
Filed 2026-10-26
Sage Private Wealth Group, LLC
INCREASED
Shares6,460 from 6,413
Change+47 (+1%)
Value$373.5K (+$2.6K)
Filed 2026-10-21
Moneco Advisors, LLC
INCREASED
Shares6,406 from 6,189
Change+217 (+4%)
Value$370.4K (+$12.5K)
Filed 2026-11-05
Boston Trust Walden Corp
INCREASED
Shares6,375 from 6,353
Change+22 (+0%)
Value$368.6K (+$1.1K)
Filed 2026-10-30
Larry Mathis Financial Planning, LLC
DECREASED
Shares6,372 from 6,868
Change-496 (-7%)
Value$368.4K (-$28.8K)
Filed 2026-10-26
Verus Financial Partners, Inc.
INCREASED
Shares6,315 from 6,289
Change+26 (+0%)
Value$365.1K (+$1.4K)
Filed 2026-10-29
Lakeside Advisors, Inc.
INCREASED
Shares6,313 from 5,678
Change+635 (+11%)
Value$365.0K (+$36.6K)
Filed 2026-10-20
Promethium Advisors,llc
DECREASED
Shares6,275 from 6,633
Change-358 (-5%)
Value$366.1K (-$20.9K)
Filed 2026-10-19
Norway Savings Bank
DECREASED
Shares6,271 from 6,800
Change-529 (-8%)
Value$362.6K (-$30.7K)
Filed 2026-10-20
BIP Wealth, LLC
DECREASED
Shares6,242 from 6,671
Change-429 (-6%)
Value$360.9K (-$24.9K)
Filed 2026-10-22
Spinnaker Investment Group, LLC
INCREASED
Shares6,241 from 6,196
Change+45 (+1%)
Value$360.9K (+$2.5K)
Filed 2026-10-13
Keudell ison Wealth Management
INCREASED
Shares6,206 from 4,302
Change+1,904 (+44%)
Value$358.8K (+$110.0K)
Filed 2026-10-16
Broadway Wealth Solutions, Inc.
INCREASED
Shares6,195 from 6,143
Change+52 (+1%)
Value$358.3K (+$2.9K)
Filed 2026-10-21
XXI Wealth, LLC
INCREASED
Shares6,163 from 5,877
Change+286 (+5%)
Value$356.3K (+$16.4K)
Filed 2026-10-22
Tompkins Financial Corp
DECREASED
Shares6,139 from 6,209
Change-70 (-1%)
Value$355.0K (-$4.2K)
Filed 2026-10-05
Grant Private Wealth Management Inc
NEW
Shares6,135
Change+6,135
Value$354.7K
Filed 2026-10-19
Mechanics Bank Trust Department
UNCHANGED
Shares6,130 from 6,130
Change0 (0%)
Value$354.4K (-$124)
Filed 2026-10-13
American Financial & TAX Strategies Inc
UNCHANGED
Shares6,125 from 6,125
Change0 (0%)
Value$354.1K (-$122)
Filed 2026-10-16
Wealth Alliance Advisory Group, LLC
INCREASED
Shares6,106 from 6,095
Change+11 (+0%)
Value$353.0K (+$514)
Filed 2026-10-14
Cross Staff Investments Inc
DECREASED
Shares6,083 from 6,317
Change-234 (-4%)
Value$351.7K (-$13.7K)
Filed 2026-10-22
Avidian Wealth Enterprises, LLC
INCREASED
Shares6,073 from 4,573
Change+1,500 (+33%)
Value$351.2K (+$86.7K)
Filed 2026-10-08
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares6,072 from 6,622
Change-550 (-8%)
Value$351.1K (-$31.9K)
Filed 2026-10-05
Cortland Associates Inc
INCREASED
Shares6,062 from 6,024
Change+38 (+1%)
Value$351.0K (+$3.0K)
Filed 2026-10-29
Bluesphere Advisors LLC
DECREASED
Shares6,058 from 6,619
Change-561 (-8%)
Value$350.3K (-$32.6K)
Filed 2026-10-19
Vestor Capital, LLC
DECREASED
Shares6,017 from 52,237
Change-46,220 (-88%)
Value$1.6K (-$27.8K)
Filed 2026-11-04
Oakworth Capital, Inc.
INCREASED
Shares6,009 from 5,882
Change+127 (+2%)
Value$347.4K (+$5.1K)
Filed 2026-10-26
Allegheny Financial Group
DECREASED
Shares5,972 from 6,692
Change-720 (-11%)
Value$345.3K (-$41.8K)
Filed 2026-11-05
Fee-Only Financial Planning, L.C.
UNCHANGED
Shares5,941 from 5,941
Change0 (0%)
Value$343.5K (-$118)
Filed 2026-10-23
Beverly Hills Private Wealth, LLC
INCREASED
Shares5,936 from 5,020
Change+916 (+18%)
Value$343.2K (+$52.9K)
Filed 2026-11-04
Neville Rodie & Shaw Inc
UNCHANGED
Shares5,865 from 5,865
Change0 (0%)
Value$339 ($0)
Filed 2026-10-05
Washington Trust Bank
INCREASED
Shares5,823 from 5,783
Change+40 (+1%)
Value$336.7K (+$2.2K)
Filed 2026-11-03
Ejmk Ventures LLC
DECREASED
Shares5,796 from 6,040
Change-244 (-4%)
Value$336.9K (-$14.2K)
Filed 2026-10-21
Excalibur Management Corp
DECREASED
Shares5,790 from 5,865
Change-75 (-1%)
Value$334.8K (-$4.5K)
Filed 2026-11-02
Northcape Wealth Management, LLC
DECREASED
Shares5,765 from 5,888
Change-123 (-2%)
Value$333.3K (-$7.2K)
Filed 2026-11-04
Samalin Investment Counsel, LLC
DECREASED
Shares5,725 from 5,745
Change-20 (0%)
Value$331.0K (-$1.3K)
Filed 2026-10-23
Sentry LLC
DECREASED
Shares5,690 from 6,020
Change-330 (-5%)
Value$329.0K (-$19.2K)
Filed 2026-10-30
Miller Financial Services LLC
UNCHANGED
Shares5,679 from 5,679
Change0 (0%)
Value$328.4K (-$113)
Filed 2026-10-20
Everhart Financial Group, Inc.
INCREASED
Shares5,654 from 4,997
Change+657 (+13%)
Value$326.9K (+$37.9K)
Filed 2026-10-08
Elyxium Wealth, LLC
INCREASED
Shares5,589 from 5,401
Change+188 (+3%)
Value$323.2K (+$10.8K)
Filed 2026-10-27
First Horizon Corp
DECREASED
Shares5,588 from 6,128
Change-540 (-9%)
Value$323.1K (-$31.3K)
Filed 2026-10-26
CPC Advisors, LLC
INCREASED
Shares5,561 from 4,075
Change+1,486 (+36%)
Value$321.5K (+$85.8K)
Filed 2026-10-21
Alpha Family Trust
UNCHANGED
Shares5,535 from 5,535
Change0 (0%)
Value$320.1K ($0)
Filed 2026-11-04
71 West Capital Partners
INCREASED
Shares5,530 from 5,402
Change+128 (+2%)
Value$319.7K (+$7.3K)
Filed 2026-11-04
Hanson & Doremus Investment Management
UNCHANGED
Shares5,509 from 5,509
Change0 (0%)
Value$319 (-$318.7K)
Filed 2026-10-16
Calamos Wealth Management LLC
UNCHANGED
Shares5,485 from 5,485
Change0 (0%)
Value$317.1K (-$109)
Filed 2026-11-02
Tempus Wealth Planning, LLC
UNCHANGED
Shares5,460 from 5,460
Change0 (0%)
Value$315.7K (-$109)
Filed 2026-10-14
Summit Place Financial Advisors, LLC
NEW
Shares5,364
Change+5,364
Value$310.1K
Filed 2026-10-23
Clear Creek Financial Management, LLC
DECREASED
Shares5,360 from 5,410
Change-50 (-1%)
Value$309.9K (-$3.0K)
Filed 2026-10-28
Stonebridge Financial Group, LLC
DECREASED
Shares5,353 from 5,695
Change-342 (-6%)
Value$309.5K (-$19.9K)
Filed 2026-10-01
Certior Financial Group, LLC
INCREASED
Shares5,336 from 5,260
Change+76 (+1%)
Value$308.5K (+$4.3K)
Filed 2026-10-19
Romano Brothers and Company
DECREASED
Shares5,332 from 6,632
Change-1,300 (-20%)
Value$308.3K (-$75.3K)
Filed 2026-10-22
NTV Asset Management LLC
DECREASED
Shares5,323 from 5,449
Change-126 (-2%)
Value$307.8K (-$7.4K)
Filed 2026-10-23
Chiron Capital Management, LLC
DECREASED
Shares5,306 from 8,406
Change-3,100 (-37%)
Value$306.8K (-$179.4K)
Filed 2026-10-15
Piedmont Capital Management, LLC
UNCHANGED
Shares5,305 from 5,305
Change0 (0%)
Value$306.7K (-$106)
Filed 2026-10-21
Genesis Private Wealth, LLC
INCREASED
Shares5,302 from 4,068
Change+1,234 (+30%)
Value$306.6K (+$71.3K)
Filed 2026-11-02
GHP Investment Advisors, Inc.
INCREASED
Shares5,253 from 5,082
Change+171 (+3%)
Value$303.7K (+$9.8K)
Filed 2026-10-15
WBH Advisory Inc
INCREASED
Shares5,251 from 4,549
Change+702 (+15%)
Value$303.6K (+$40.5K)
Filed 2026-11-05
Bond & Devick Financial Network, Inc.
UNCHANGED
Shares5,242 from 5,242
Change0 (0%)
Value$303.1K (-$105)
Filed 2026-10-23
Fulton Breakefield Broenniman LLC
DECREASED
Shares5,241 from 5,500
Change-259 (-5%)
Value$303.0K (-$15.1K)
Filed 2026-11-03
Rede Wealth, LLC
INCREASED
Shares5,234 from 5,227
Change+7 (+0%)
Value$302.6K (+$278)
Filed 2026-10-22
Eads & Heald Wealth Management
UNCHANGED
Shares5,230 from 5,230
Change0 (0%)
Value$302.4K (-$104)
Filed 2026-10-29
First Interstate Bank
DECREASED
Shares5,224 from 6,818
Change-1,594 (-23%)
Value$302.1K (-$92.3K)
Filed 2026-10-23
General Partner, Inc.
UNCHANGED
Shares5,216 from 5,216
Change0 (0%)
Value$301.6K (-$105)
Filed 2026-10-05
Kenora Financial, LLC
DECREASED
Shares5,196 from 6,099
Change-903 (-15%)
Value$300.4K (-$52.3K)
Filed 2026-10-20
SteelPeak Wealth, LLC
NEW
Shares5,195
Change+5,195
Value$303.1K
Filed 2026-10-16
Premier Path Wealth Partners, LLC
DECREASED
Shares5,160 from 5,589
Change-429 (-8%)
Value$298.3K (-$24.9K)
Filed 2026-10-16
Dillon & Associates Inc
DECREASED
Shares5,142 from 5,242
Change-100 (-2%)
Value$298 (-$303.7K)
Filed 2026-10-22
New England Research & Management, Inc.
UNCHANGED
Shares5,141 from 5,141
Change0 (0%)
Value$297.3K (-$102)
Filed 2026-10-16
Altrius Capital Management Inc
INCREASED
Shares5,139 from 5,100
Change+39 (+1%)
Value$297.2K (+$2.2K)
Filed 2026-11-05
WealthPlan Investment Management, LLC
INCREASED
Shares5,124 from 4,964
Change+160 (+3%)
Value$296.3K (+$9.2K)
Filed 2026-10-15
BostonPremier Wealth LLC
NEW
Shares5,116
Change+5,116
Value$295.8K
Filed 2026-10-16
4Thought Financial Group Inc.
INCREASED
Shares5,112 from 5,069
Change+43 (+1%)
Value$295.6K (+$2.4K)
Filed 2026-11-02
Archer Investment Corp
INCREASED
Shares5,104 from 5,095
Change+9 (+0%)
Value$295.1K (+$403)
Filed 2026-11-05
Rockland Trust Co
UNCHANGED
Shares5,059 from 5,059
Change0 (0%)
Value$292.5K (-$101)
Filed 2026-10-05
Herold Advisors, Inc.
INCREASED
Shares5,054 from 4,854
Change+200 (+4%)
Value$292.2K (+$12.2K)
Filed 2026-10-19
McAdam, LLC
INCREASED
Shares5,038 from 4,713
Change+325 (+7%)
Value$291.3K (+$18.7K)
Filed 2026-10-21
Chilton Capital Management LLC
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$289.1K (-$100)
Filed 2026-10-28
O'Domhnaill Enterprises, Inc.
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$289.1K (-$100)
Filed 2026-10-29
Cherokee Insurance Co
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$289.1K (-$100)
Filed 2026-11-05
KCM Investment Advisors LLC
DECREASED
Shares4,987 from 5,687
Change-700 (-12%)
Value$288.3K (-$40.6K)
Filed 2026-10-27
MPS Loria Financial Planners, LLC
INCREASED
Shares4,983 from 4,963
Change+20 (+0%)
Value$288.4K (+$1.1K)
Filed 2026-10-14
Aviso Wealth Management
DECREASED
Shares4,957 from 5,369
Change-412 (-8%)
Value$286.6K (-$24.0K)
Filed 2026-11-04
Intrua Financial, LLC
INCREASED
Shares4,953 from 4,276
Change+677 (+16%)
Value$286.4K (+$39.1K)
Filed 2026-10-28
Equitable Trust Co
DECREASED
Shares4,947 from 4,959
Change-12 (0%)
Value$286.0K (-$794)
Filed 2026-10-13
AdvisorNet Financial, Inc
DECREASED
Shares4,930 from 5,211
Change-281 (-5%)
Value$308.5K (+$7.0K)
Filed 2026-10-15
Albion Financial Group
INCREASED
Shares4,921 from 4,884
Change+37 (+1%)
Value$284.5K (+$2.0K)
Filed 2026-10-21
MCF Advisors LLC
INCREASED
Shares4,915 from 4,683
Change+232 (+5%)
Value$285.9K (+$13.8K)
Filed 2026-10-28
Jmac Enterprises LLC
INCREASED
Shares4,900 from 4,898
Change+2 (+0%)
Value$283.3K (+$3)
Filed 2026-10-30
Sterling Capital Management LLC
DECREASED
Shares4,897 from 10,279
Change-5,382 (-52%)
Value$283.1K (-$311.4K)
Filed 2026-10-22
Asset One Wealth Management LLC
NEW
Shares4,852
Change+4,852
Value$280.5K
Filed 2026-11-02
Integrated Advisors Network LLC
DECREASED
Shares4,846 from 5,134
Change-288 (-6%)
Value$280.2K (-$16.8K)
Filed 2026-10-20
Provenance Wealth Advisors, LLC
INCREASED
Shares4,831 from 11
Change+4,820 (+43818%)
Value$279.3K (+$278.7K)
Filed 2026-10-30
SC&H Financial Advisors, Inc.
INCREASED
Shares4,826 from 4,819
Change+7 (+0%)
Value$279.0K (+$307)
Filed 2026-10-14
Facet Wealth, Inc.
DECREASED
Shares4,801 from 8,493
Change-3,692 (-43%)
Value$277.6K (-$213.6K)
Filed 2026-11-04
Plancorp, LLC
INCREASED
Shares4,773 from 4,107
Change+666 (+16%)
Value$310.0K (+$64.1K)
Filed 2026-11-03
Wealth Science Advisors LLC
DECREASED
Shares4,749 from 4,897
Change-148 (-3%)
Value$274.6K (-$8.7K)
Filed 2026-10-09
Greatmark Investment Partners, Inc.
INCREASED
Shares4,730 from 4,351
Change+379 (+9%)
Value$273.5K (+$21.8K)
Filed 2026-10-28
Wealth Dimensions Group, Ltd.
UNCHANGED
Shares4,722 from 4,722
Change0 (0%)
Value$273.1K (-$95)
Filed 2026-11-02
Harbor Investment Advisory, LLC
INCREASED
Shares4,712 from 4,262
Change+450 (+11%)
Value$272.4K (+$25.9K)
Filed 2026-10-13
Capital Asset Advisory Services LLC
DECREASED
Shares4,687 from 28,796
Change-24,109 (-84%)
Value$305.5K (-$1.4M)
Filed 2026-10-30
BAR Harbor Wealth Management
DECREASED
Shares4,679 from 4,844
Change-165 (-3%)
Value$270.5K (-$9.6K)
Filed 2026-10-21
Summit Asset Management, LLC
DECREASED
Shares4,678 from 4,686
Change-8 (0%)
Value$270.5K (-$556)
Filed 2026-11-05
Lanark Financial, Inc.
INCREASED
Shares4,666 from 4,519
Change+147 (+3%)
Value$269.8K (+$8.4K)
Filed 2026-10-26
Berman McAleer LLC
DECREASED
Shares4,655 from 4,675
Change-20 (0%)
Value$269.2K (-$1.2K)
Filed 2026-10-16
Compass Wealth Management, LLC
UNCHANGED
Shares4,649 from 4,649
Change0 (0%)
Value$268.8K (-$93)
Filed 2026-10-30
55 North Private Wealth, LLC
INCREASED
Shares4,622 from 4,454
Change+168 (+4%)
Value$267.2K (+$9.6K)
Filed 2026-10-20
Ledyard National Bank
INCREASED
Shares4,609 from 4,408
Change+201 (+5%)
Value$266.5K (+$11.5K)
Filed 2026-10-21
Cyndeo Wealth Partners, LLC
INCREASED
Shares4,604 from 4,511
Change+93 (+2%)
Value$266.2K (+$5.3K)
Filed 2026-10-16
CoreCap Advisors, LLC
DECREASED
Shares4,602 from 5,497
Change-895 (-16%)
Value$266.1K (-$51.8K)
Filed 2026-10-08
Focus Financial Network, Inc.
INCREASED
Shares4,597 from 3,517
Change+1,080 (+31%)
Value$265.8K (+$62.4K)
Filed 2026-10-14
Old Second National Bank of Aurora
UNCHANGED
Shares4,590 from 4,590
Change0 (0%)
Value$265.4K (-$93)
Filed 2026-10-22
Barlow Wealth Partners, LLC
UNCHANGED
Shares4,589 from 4,589
Change0 (0%)
Value$273.6K (+$642)
Filed 2026-10-15
Wealth Group, Ltd.
NEW
Shares4,569
Change+4,569
Value$264
Filed 2026-10-30
Arsenal Capital Advisors LLC
UNCHANGED
Shares4,567 from 4,567
Change0 (0%)
Value$264.1K (-$91)
Filed 2026-11-02
Probity Advisors, Inc.
UNCHANGED
Shares4,566 from 4,566
Change0 (0%)
Value$264.0K (-$91)
Filed 2026-10-23
DeDora Capital, Inc.
INCREASED
Shares4,559 from 4,264
Change+295 (+7%)
Value$263.6K (+$17.0K)
Filed 2026-10-26
NWF Advisory Services Inc.
INCREASED
Shares4,546 from 4,448
Change+98 (+2%)
Value$262.8K (+$5.5K)
Filed 2026-10-19
Pinnacle Wealth Management Group, Inc.
UNCHANGED
Shares4,500 from 4,500
Change0 (0%)
Value$260.2K (-$90)
Filed 2026-10-15
Kingswood Wealth Advisors, LLC
INCREASED
Shares4,485 from 4,034
Change+451 (+11%)
Value$259.3K (+$26.0K)
Filed 2026-10-23
Citadel Investment Advisory, Inc.
INCREASED
Shares4,468 from 4,376
Change+92 (+2%)
Value$258.0K (+$5.0K)
Filed 2026-10-15
Tred Avon Family Wealth, LLC
INCREASED
Shares4,467 from 4,173
Change+294 (+7%)
Value$258.3K (+$16.9K)
Filed 2026-10-20
BLB&B Advisors, LLC
DECREASED
Shares4,465 from 5,677
Change-1,212 (-21%)
Value$258.2K (-$70.2K)
Filed 2026-10-27
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares4,465 from 4,276
Change+189 (+4%)
Value$258.2K (+$10.8K)
Filed 2026-10-13
Burney Co/
DECREASED
Shares4,457 from 6,075
Change-1,618 (-27%)
Value$257.7K (-$93.7K)
Filed 2026-10-15
Deseret Mutual Benefit Administrators
UNCHANGED
Shares4,433 from 4,433
Change0 (0%)
Value$256.3K (-$89)
Filed 2026-11-04
Evermay Wealth Management LLC
DECREASED
Shares4,426 from 4,790
Change-364 (-8%)
Value$257.9K (-$21.1K)
Filed 2026-11-05
Davidson Trust Co
DECREASED
Shares4,393 from 4,441
Change-48 (-1%)
Value$254.0K (-$2.9K)
Filed 2026-10-09
Axim Planning & Wealth
DECREASED
Shares4,368 from 4,472
Change-104 (-2%)
Value$252.6K (-$6.1K)
Filed 2026-10-28
CMG Global Holdings, LLC
UNCHANGED
Shares4,362 from 4,362
Change0 (0%)
Value$252.2K (-$87)
Filed 2026-10-14
Ddfg, Inc
INCREASED
Shares4,359 from 4,342
Change+17 (+0%)
Value$252.0K (+$877)
Filed 2026-10-15
AMG National Trust Bank
INCREASED
Shares4,355 from 4,160
Change+195 (+5%)
Value$251.8K (+$11.2K)
Filed 2026-11-05
Veracity Capital LLC
NEW
Shares4,319
Change+4,319
Value$249.7K
Filed 2026-10-08
Telos Capital Management, Inc.
INCREASED
Shares4,315 from 4,255
Change+60 (+1%)
Value$249.5K (+$3.4K)
Filed 2026-11-02
Terra Nova Asset Management LLC
UNCHANGED
Shares4,298 from 4,298
Change0 (0%)
Value$248.5K (-$86)
Filed 2026-10-13
Silverlake Wealth Management LLC
INCREASED
Shares4,277 from 4,273
Change+4 (+0%)
Value$247.3K (+$190)
Filed 2026-10-21
Laurel OAK Wealth Management, LLC
NEW
Shares4,274
Change+4,274
Value$247.1K
Filed 2026-10-19
Godsey & Gibb, Inc
INCREASED
Shares4,243 from 4,240
Change+3 (+0%)
Value$245.3K (+$88)
Filed 2026-10-14
Financial Security Advisor, Inc.
DECREASED
Shares4,204 from 4,648
Change-444 (-10%)
Value$245.3K (-$25.9K)
Filed 2026-11-03
Morton Capital Management LLC
DECREASED
Shares4,189 from 4,661
Change-472 (-10%)
Value$242.2K (-$27.4K)
Filed 2026-10-23
RMR Wealth Builders
INCREASED
Shares4,131 from 3,668
Change+463 (+13%)
Value$238.8K (+$26.7K)
Filed 2026-10-22
Titleist Asset Management, LLC
INCREASED
Shares4,124 from 4,016
Change+108 (+3%)
Value$238.5K (+$6.2K)
Filed 2026-10-08
HCR Wealth Advisors
INCREASED
Shares4,117 from 3,970
Change+147 (+4%)
Value$238.1K (+$8.4K)
Filed 2026-10-15
Americana Partners, LLC
INCREASED
Shares4,112 from 4,082
Change+30 (+1%)
Value$237.8K (+$1.7K)
Filed 2026-10-28
Aljian Capital Management, LLC
DECREASED
Shares4,103 from 4,229
Change-126 (-3%)
Value$237.2K (-$7.4K)
Filed 2026-10-28
Fingerlakes Wealth Management, Inc.
INCREASED
Shares4,086 from 4,053
Change+33 (+1%)
Value$236.2K (+$1.8K)
Filed 2026-11-04
Focused Wealth Management, Inc
DECREASED
Shares4,057 from 5,044
Change-987 (-20%)
Value$234.6K (-$57.2K)
Filed 2026-10-30
Keystone Wealth Services, LLC
DECREASED
Shares4,057 from 4,058
Change-1 (0%)
Value$240.6K (+$5.9K)
Filed 2026-11-03
Lloyd Advisory Services, Llc.
INCREASED
Shares4,035 from 2,956
Change+1,079 (+37%)
Value$233.3K (+$62.3K)
Filed 2026-11-02
Westside Investment Management, Inc.
UNCHANGED
Shares4,018 from 4,018
Change0 (0%)
Value$233.0K (+$551)
Filed 2026-11-02
Robinson Smith Wealth Advisors LLC
UNCHANGED
Shares4,016 from 4,016
Change0 (0%)
Value$232.2K (-$80)
Filed 2026-10-22
Fidelity D & D Bancorp Inc
DECREASED
Shares3,995 from 4,131
Change-136 (-3%)
Value$231.0K (-$7.9K)
Filed 2026-11-05
Schmidt P J Investment Management Inc
UNCHANGED
Shares3,959 from 3,959
Change0 (0%)
Value$228.9K (-$79)
Filed 2026-11-02
Washington Trust Advisors, Inc.
INCREASED
Shares3,945 from 3,942
Change+3 (+0%)
Value$228.1K (+$95)
Filed 2026-10-22
Allen Capital Group, LLC
INCREASED
Shares3,924 from 3,775
Change+149 (+4%)
Value$226.9K (+$8.5K)
Filed 2026-10-27
SBI Securities Co., Ltd.
INCREASED
Shares3,920 from 3,773
Change+147 (+4%)
Value$226.7K (+$8.4K)
Filed 2026-10-22
Turtle Creek Wealth Advisors, LLC
DECREASED
Shares3,905 from 5,183
Change-1,278 (-25%)
Value$225.8K (-$74.1K)
Filed 2026-10-15
Burford Brothers, Inc.
UNCHANGED
Shares3,874 from 3,874
Change0 (0%)
Value$224.0K (-$77)
Filed 2026-10-21
NBH Bank
DECREASED
Shares3,868 from 3,900
Change-32 (-1%)
Value$223.6K (-$1.9K)
Filed 2026-11-05
Garde Capital, Inc.
UNCHANGED
Shares3,863 from 3,863
Change0 (0%)
Value$223.4K (-$77)
Filed 2026-10-29
Fragasso Financial Advisors Inc
DECREASED
Shares3,854 from 5,352
Change-1,498 (-28%)
Value$232.8K (-$76.7K)
Filed 2026-10-13
Symmetry Partners, LLC
INCREASED
Shares3,853 from 3,844
Change+9 (+0%)
Value$222.8K (+$440)
Filed 2026-10-27
Income Insurance Ltd
UNCHANGED
Shares3,835 from 3,835
Change0 (0%)
Value$221.7K (-$76)
Filed 2026-10-21
Commonwealth Retirement Investments LLC
INCREASED
Shares3,827 from 3,826
Change+1 (+0%)
Value$221.3K (-$18)
Filed 2026-10-26
LexAurum Advisors, LLC
UNCHANGED
Shares3,812 from 3,812
Change0 (0%)
Value$220.4K (-$76)
Filed 2026-10-19
Opus Capital Group, LLC
INCREASED
Shares3,803 from 3,771
Change+32 (+1%)
Value$220 (-$217.8K)
Filed 2026-10-30
Sawyer & Company, Inc
DECREASED
Shares3,792 from 3,812
Change-20 (-1%)
Value$219.3K (-$1.2K)
Filed 2026-10-21
LVW Advisors, LLC
DECREASED
Shares3,768 from 3,828
Change-60 (-2%)
Value$217.9K (-$3.5K)
Filed 2026-10-19
South Shore Capital Advisors
UNCHANGED
Shares3,761 from 3,761
Change0 (0%)
Value$217.5K (-$75)
Filed 2026-10-20
Partners Wealth Management, LLC
NEW
Shares3,741
Change+3,741
Value$218.3K
Filed 2026-10-28
Balefire, LLC
INCREASED
Shares3,730 from 3,508
Change+222 (+6%)
Value$215.7K (+$12.8K)
Filed 2026-10-09
Asio Capital, LLC
NEW
Shares3,717
Change+3,717
Value$214.9K
Filed 2026-10-19
Magnus Financial Group LLC
INCREASED
Shares3,709 from 3,664
Change+45 (+1%)
Value$214.5K (+$2.5K)
Filed 2026-10-21
Wealth Architects, LLC
DECREASED
Shares3,707 from 3,760
Change-53 (-1%)
Value$214.3K (-$3.1K)
Filed 2026-11-03
D'Orazio & Associates, Inc.
NEW
Shares3,701
Change+3,701
Value$214.0K
Filed 2026-11-04
Naples Global Advisors, LLC
DECREASED
Shares3,676 from 3,855
Change-179 (-5%)
Value$214.5K (-$10.4K)
Filed 2026-11-05
Blue Water Asset Management
INCREASED
Shares3,667 from 3,643
Change+24 (+1%)
Value$212.0K (+$1.3K)
Filed 2026-11-04
Portfolio Design Labs, LLC
UNCHANGED
Shares3,657 from 3,657
Change0 (0%)
Value$211.4K (-$73)
Filed 2026-11-04
Csenge Advisory Group
DECREASED
Shares3,655 from 3,731
Change-76 (-2%)
Value$211.3K (-$4.5K)
Filed 2026-11-04
Bingham Private Wealth, LLC
DECREASED
Shares3,639 from 3,770
Change-131 (-3%)
Value$210.4K (-$7.7K)
Filed 2026-11-05
Cromwell Holdings LLC
DECREASED
Shares3,630 from 3,774
Change-144 (-4%)
Value$211.8K (-$8.4K)
Filed 2026-10-28
BridgePort Financial Solutions, LLC
NEW
Shares3,613
Change+3,613
Value$208.9K
Filed 2026-11-02
Accurate Wealth Management, LLC
DECREASED
Shares3,612 from 4,087
Change-475 (-12%)
Value$222.1K (-$18.4K)
Filed 2026-10-20
Peachtree Investment Partners, LLC
NEW
Shares3,601
Change+3,601
Value$208.2K
Filed 2026-11-05
Capital City Trust Co
UNCHANGED
Shares3,600 from 3,600
Change0 (0%)
Value$208.2K (-$72)
Filed 2026-10-22
Balentine LLC
INCREASED
Shares3,593 from 3,583
Change+10 (+0%)
Value$207.7K (+$506)
Filed 2026-11-03
Prentice Wealth Management LLC
INCREASED
Shares3,589 from 3,580
Change+9 (+0%)
Value$207.5K (+$449)
Filed 2026-10-20
Mattern Wealth Management LLC
UNCHANGED
Shares3,576 from 3,576
Change0 (0%)
Value$206.8K (-$72)
Filed 2026-11-04
Abel Hall, LLC
NEW
Shares3,571
Change+3,571
Value$206.4K
Filed 2026-10-19
Well Done, LLC
NEW
Shares3,566
Change+3,566
Value$206.2K
Filed 2026-10-20
American National Bank & Trust
UNCHANGED
Shares3,560 from 3,560
Change0 (0%)
Value$205.8K (-$71)
Filed 2026-10-07
SmartHarvest Portfolios, LLC
DECREASED
Shares3,554 from 5,293
Change-1,739 (-33%)
Value$205.5K (-$100.7K)
Filed 2026-10-26
RW Investment Management LLC
UNCHANGED
Shares3,520 from 3,520
Change0 (0%)
Value$203.5K (-$70)
Filed 2026-11-03
First Bancorp, Inc
INCREASED
Shares3,512 from 3,422
Change+90 (+3%)
Value$203.1K (+$5.1K)
Filed 2026-10-26
RMR Capital Management, LLC
UNCHANGED
Shares3,509 from 3,509
Change0 (0%)
Value$202.9K (-$71)
Filed 2026-10-23
Monarch Capital Management Inc
UNCHANGED
Shares3,500 from 3,500
Change0 (0%)
Value$203.9K (-$10)
Filed 2026-10-19
Pekin Hardy Strauss, Inc.
UNCHANGED
Shares3,500 from 3,500
Change0 (0%)
Value$202.4K (-$70)
Filed 2026-11-02
Greenhouse Wealth Management, LLC
UNCHANGED
Shares3,497 from 3,497
Change0 (0%)
Value$202.2K (-$69)
Filed 2026-10-20
CWA Asset Management Group, LLC
DECREASED
Shares3,496 from 3,753
Change-257 (-7%)
Value$202.1K (-$14.9K)
Filed 2026-10-19
626 Financial, LLC
UNCHANGED
Shares3,496 from 3,496
Change0 (0%)
Value$202.1K (-$70)
Filed 2026-11-04
First County Bank
UNCHANGED
Shares3,479 from 3,479
Change0 (0%)
Value$201.2K (-$69)
Filed 2026-10-13
Baker Tilly Wealth Management, LLC
DECREASED
Shares3,467 from 3,661
Change-194 (-5%)
Value$200.5K (-$11.3K)
Filed 2026-10-05
Root Financial Partners, LLC
NEW
Shares3,465
Change+3,465
Value$200.3K
Filed 2026-10-21
First Financial Bank - Trust Division
NEW
Shares3,465
Change+3,465
Value$200.3K
Filed 2026-10-01
Arnhold LLC
UNCHANGED
Shares3,460 from 3,460
Change0 (0%)
Value$200.1K (-$69)
Filed 2026-10-26
Howland Capital Management LLC
INCREASED
Shares3,457 from 3,433
Change+24 (+1%)
Value$201.6K (+$1.3K)
Filed 2026-10-22
Capital Advisors, Ltd. LLC
INCREASED
Shares3,430 from 3,412
Change+18 (+1%)
Value$198 (+$1)
Filed 2026-10-27
Bangor Savings Bank
UNCHANGED
Shares3,401 from 3,401
Change0 (0%)
Value$196.6K (-$68)
Filed 2026-10-06
FSM Wealth Advisors, LLC
NEW
Shares3,386
Change+3,386
Value$205.4K
Filed 2026-10-27
Canvas Wealth Advisors, LLC
NEW
Shares3,381
Change+3,381
Value$211.4K
Filed 2026-11-02
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED
Shares3,342 from 6,042
Change-2,700 (-45%)
Value$193.2K (-$158.6K)
Filed 2026-10-21
Southern Michigan Bank & Trust
DECREASED
Shares3,324 from 3,372
Change-48 (-1%)
Value$192.2K (-$2.8K)
Filed 2026-10-19
Oslo Pensjonsforsikring AS
UNCHANGED
Shares3,317 from 3,317
Change0 (0%)
Value$191.8K (-$67)
Filed 2026-10-15
Generali Investments, Management Co LLC
DECREASED
Shares3,306 from 4,258
Change-952 (-22%)
Value$191.2K (-$55.1K)
Filed 2026-10-19
Signature Equity Partners, LLC
INCREASED
Shares3,278 from 2,979
Change+299 (+10%)
Value$189.5K (+$17.2K)
Filed 2026-10-29
Intesa Sanpaolo Wealth Management
UNCHANGED
Shares3,234 from 3,234
Change0 (0%)
Value$187.0K (-$65)
Filed 2026-10-28
Meridian Financial Partners LLC
NEW
Shares3,191
Change+3,191
Value$201.1K
Filed 2026-10-23
Latitude Advisors, LLC
NEW
Shares3,180
Change+3,180
Value$183.9K
Filed 2026-10-27
First Community Trust NA
UNCHANGED
Shares2,968 from 2,968
Change0 (0%)
Value$171.6K (-$59)
Filed 2026-10-07
Financiere des Professionnels - Fonds d'investissement inc.
UNCHANGED
Shares2,900 from 2,900
Change0 (0%)
Value$167.7K (-$58)
Filed 2026-11-03
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares2,885 from 2,933
Change-48 (-2%)
Value$166.8K (-$2.8K)
Filed 2026-10-27
Trust Co
UNCHANGED
Shares2,668 from 2,668
Change0 (0%)
Value$154.3K (-$53)
Filed 2026-10-09
Rossby Financial, LCC
INCREASED
Shares2,624 from 905
Change+1,719 (+190%)
Value$151.7K (+$99.4K)
Filed 2026-11-05
Golden State Wealth Management, LLC
UNCHANGED
Shares2,622 from 2,622
Change0 (0%)
Value$151.6K (-$51)
Filed 2026-11-02
Bayban
UNCHANGED
Shares2,590 from 2,590
Change0 (0%)
Value$149.8K ($0)
Filed 2026-11-05
GK Wealth Management LLC
NEW
Shares2,525
Change+2,525
Value$146.0K
Filed 2026-10-09
City State Bank
UNCHANGED
Shares2,513 from 2,513
Change0 (0%)
Value$145.3K (-$50)
Filed 2026-10-20
Acropolis Investment Management, LLC
DECREASED
Shares2,511 from 2,580
Change-69 (-3%)
Value$145.2K (-$4.0K)
Filed 2026-10-08
Versant Capital Management, Inc
INCREASED
Shares2,483 from 2,034
Change+449 (+22%)
Value$143.6K (+$25.9K)
Filed 2026-10-02
Beacon Investment Advisory Services, Inc.
DECREASED
Shares2,443 from 3,355
Change-912 (-27%)
Value$141.3K (-$52.8K)
Filed 2026-10-13
Pinnacle Bancorp, Inc.
UNCHANGED
Shares2,308 from 2,308
Change0 (0%)
Value$133.4K (-$46)
Filed 2026-10-21
JFS Wealth Advisors, LLC
DECREASED
Shares2,206 from 2,260
Change-54 (-2%)
Value$127.7K (-$3.2K)
Filed 2026-11-03
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares2,154 from 7,846
Change-5,692 (-73%)
Value$124.5K (-$329.3K)
Filed 2026-10-14
Asset Dedication, LLC
INCREASED
Shares2,119 from 1,933
Change+186 (+10%)
Value$122.5K (+$10.7K)
Filed 2026-11-03
American Capital Advisory, LLC
DECREASED
Shares2,068 from 2,100
Change-32 (-2%)
Value$119.6K (-$1.9K)
Filed 2026-10-28
Redwood Park Advisors LLC
INCREASED
Shares2,044 from 2,027
Change+17 (+1%)
Value$118.2K (+$953)
Filed 2026-11-02
DT Investment Partners, LLC
UNCHANGED
Shares2,009 from 2,009
Change0 (0%)
Value$116.2K (-$40)
Filed 2026-10-27
Creative Financial Designs Inc
INCREASED
Shares1,999 from 1,985
Change+14 (+1%)
Value$115.6K (+$771)
Filed 2026-11-04
Cape Investment Advisory, Inc.
DECREASED
Shares1,941 from 1,961
Change-20 (-1%)
Value$112.2K (-$1.2K)
Filed 2026-10-13
Financial Network Wealth Advisors LLC
DECREASED
Shares1,898 from 2,014
Change-116 (-6%)
Value$109.8K (-$6.7K)
Filed 2026-10-28
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares1,859 from 1,859
Change0 (0%)
Value$108.5K ($0)
Filed 2026-10-30
Country Trust Bank
UNCHANGED
Shares1,820 from 1,820
Change0 (0%)
Value$105.2K (-$36)
Filed 2026-10-30
Union Bancaire Privee, UBP SA
INCREASED
Shares1,808 from 242
Change+1,566 (+647%)
Value$106.9K (+$94.2K)
Filed 2026-11-04
Kentucky Trust Co
INCREASED
Shares1,794 from 1,496
Change+298 (+20%)
Value$103.7K (+$17.2K)
Filed 2026-10-15
First United Bank & Trust
INCREASED
Shares1,775 from 1,568
Change+207 (+13%)
Value$102.6K (+$11.9K)
Filed 2026-10-22
Heritage Family Offices, LLP
NEW
Shares1,707
Change+1,707
Value$98.7K
Filed 2026-11-02
Princeton Global Asset Management LLC
UNCHANGED
Shares1,702 from 1,702
Change0 (0%)
Value$98.4K (-$34)
Filed 2026-10-21
Proathlete Wealth Management LLC
INCREASED
Shares1,655 from 1,498
Change+157 (+10%)
Value$95.7K (+$9.0K)
Filed 2026-10-15
Ascentis Independent Advisors
INCREASED
Shares1,627 from 378
Change+1,249 (+330%)
Value$94.1K (+$72.3K)
Filed 2026-11-03
Roxbury Financial LLC
INCREASED
Shares1,600 from 1,590
Change+10 (+1%)
Value$92.5K (+$527)
Filed 2026-10-01
Summit Securities Group LLC
NEW
Shares1,594
Change+1,594
Value$92.2K
Filed 2026-11-05
Hoese & Co LLP
UNCHANGED
Shares1,553 from 1,553
Change0 (0%)
Value$89.8K (-$47)
Filed 2026-10-21
Curat Global, LLC
INCREASED
Shares1,475 from 855
Change+620 (+73%)
Value$85.3K (+$52.9K)
Filed 2026-10-26
Hilltop National Bank
UNCHANGED
Shares1,427 from 1,427
Change0 (0%)
Value$82.5K (-$27)
Filed 2026-10-14
Elevation Wealth Partners, LLC
DECREASED
Shares1,420 from 1,710
Change-290 (-17%)
Value$82.1K (-$16.8K)
Filed 2026-10-07
Piscataqua Savings Bank
UNCHANGED
Shares1,416 from 1,416
Change0 (0%)
Value$81.9K (-$42)
Filed 2026-10-21
Ashurst Perkins Coie Trust Co
UNCHANGED
Shares1,279 from 1,279
Change0 (0%)
Value$73.9K (-$38)
Filed 2026-10-15
Duncker Streett & Co Inc
UNCHANGED
Shares1,231 from 1,231
Change0 (0%)
Value$71.2K (-$25)
Filed 2026-10-27
Moisand Fitzgerald Tamayo, LLC
UNCHANGED
Shares1,169 from 1,169
Change0 (0%)
Value$67.6K (-$23)
Filed 2026-10-15
Hilton Head Capital Partners, LLC
UNCHANGED
Shares1,129 from 1,129
Change0 (0%)
Value$65.3K (-$23)
Filed 2026-10-23
Fortitude Family Office, LLC
INCREASED
Shares1,119 from 1,056
Change+63 (+6%)
Value$64.7K (+$3.6K)
Filed 2026-10-14
Private Wealth Management Group, LLC
INCREASED
Shares1,075 from 552
Change+523 (+95%)
Value$62.2K (+$30.2K)
Filed 2026-10-19
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares1,074 from 1,074
Change0 (0%)
Value$62 (-$50.0K)
Filed 2026-11-04
SBK Financial, Inc.
UNCHANGED
Shares1,050 from 1,050
Change0 (0%)
Value$60.7K (-$21)
Filed 2026-11-02
Sfam, LLC
UNCHANGED
Shares1,046 from 1,046
Change0 (0%)
Value$60.5K (-$21)
Filed 2026-11-03
Silver Grove Financial Group, Inc.
INCREASED
Shares1,040 from 1,006
Change+34 (+3%)
Value$60.1K (+$2.0K)
Filed 2026-11-05
Burkett Financial Services, LLC
NEW
Shares1,032
Change+1,032
Value$59.7K
Filed 2026-10-01
Laurel Wealth Advisors LLC
NEW
Shares1,002
Change+1,002
Value$57.9K
Filed 2026-10-27
Kelleher Financial Advisors
DECREASED
Shares999 from 1,998
Change-999 (-50%)
Value$57.8K (-$57.8K)
Filed 2026-10-30
Lipe & Dalton
UNCHANGED
Shares971 from 971
Change0 (0%)
Value$56 ($0)
Filed 2026-10-15
Financial Perspectives, Inc
INCREASED
Shares945 from 944
Change+1 (+0%)
Value$54.6K (-$4)
Filed 2026-11-03
Pathway Financial Advisers, LLC
NEW
Shares939
Change+939
Value$54.3K
Filed 2026-10-27
Birchbrook, Inc.
UNCHANGED
Shares933 from 933
Change0 (0%)
Value$53.9K (-$18)
Filed 2026-10-14
Plante Moran Financial Advisors, LLC
DECREASED
Shares923 from 1,014
Change-91 (-9%)
Value$53.4K (-$5.3K)
Filed 2026-11-04
MV Capital Management, Inc.
DECREASED
Shares918 from 927
Change-9 (-1%)
Value$53.1K (-$539)
Filed 2026-10-29
Steph & Co
DECREASED
Shares882 from 1,174
Change-292 (-25%)
Value$51.0K (-$16.9K)
Filed 2026-10-07
Transce3nd, LLC
NEW
Shares881
Change+881
Value$55.3K
Filed 2026-10-26
Maryland Capital Advisors Inc.
UNCHANGED
Shares879 from 879
Change0 (0%)
Value$50.8K (-$19)
Filed 2026-10-15
Quest 10 Wealth Builders, Inc.
INCREASED
Shares874 from 354
Change+520 (+147%)
Value$50.5K (+$30.0K)
Filed 2026-11-02
Financial Consulate, Inc
DECREASED
Shares851 from 861
Change-10 (-1%)
Value$49.2K (-$589)
Filed 2026-10-23
Vision Financial Markets LLC
UNCHANGED
Shares838 from 838
Change0 (0%)
Value$48.5K (-$1.1K)
Filed 2026-10-22
Flagship Wealth Advisors, LLC
UNCHANGED
Shares830 from 830
Change0 (0%)
Value$48.0K (-$16)
Filed 2026-11-03
Balance Wealth Partners LLC
NEW
Shares815
Change+815
Value$47.1K
Filed 2026-10-27
Morton Brown Family Wealth, LLC
INCREASED
Shares814 from 764
Change+50 (+7%)
Value$47.1K (+$2.9K)
Filed 2026-10-23
Elevated Capital Advisors, LLC
INCREASED
Shares811 from 198
Change+613 (+310%)
Value$46.9K (+$35.4K)
Filed 2026-11-04
Horizon Financial Services, LLC
INCREASED
Shares807 from 733
Change+74 (+10%)
Value$46.7K (+$4.3K)
Filed 2026-11-04
GGM Financial LLC
INCREASED
Shares804 from 669
Change+135 (+20%)
Value$46.5K (+$7.8K)
Filed 2026-11-05
Highline Wealth Partners LLC
INCREASED
Shares794 from 448
Change+346 (+77%)
Value$45.9K (+$20.0K)
Filed 2026-10-19
Owl Creek Wealth Partners LLC
DECREASED
Shares789 from 978
Change-189 (-19%)
Value$45.6K (-$10.9K)
Filed 2026-10-20
Joseph Group Capital Management
INCREASED
Shares787 from 627
Change+160 (+26%)
Value$45.5K (+$9.2K)
Filed 2026-11-04
Tower View Wealth Management LLC
INCREASED
Shares770 from 763
Change+7 (+1%)
Value$44.5K (+$359)
Filed 2026-10-23
Jnba Financial Advisors
INCREASED
Shares762 from 638
Change+124 (+19%)
Value$44.1K (+$7.2K)
Filed 2026-11-03
Planning Strategies Inc.
INCREASED
Shares762 from 756
Change+6 (+1%)
Value$44.1K (+$332)
Filed 2026-10-02
Tsfg, LLC
DECREASED
Shares732 from 2,567
Change-1,835 (-71%)
Value$42 (-$148.0K)
Filed 2026-10-23
Richardson Financial Services Inc.
INCREASED
Shares725 from 580
Change+145 (+25%)
Value$41.9K (+$8.4K)
Filed 2026-10-30
Rydar Equities, Inc.
NEW
Shares722
Change+722
Value$42.9K
Filed 2026-10-13
City Holding Co
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$40.5K (-$21)
Filed 2026-10-19
Mosley Wealth Management
INCREASED
Shares698 from 504
Change+194 (+38%)
Value$44.0K (+$14.8K)
Filed 2026-10-16
High Point Wealth Management, LLC
UNCHANGED
Shares672 from 672
Change0 (0%)
Value$38.9K (-$14)
Filed 2026-11-05
PFS Partners, LLC
UNCHANGED
Shares661 from 661
Change0 (0%)
Value$38.2K (+$31)
Filed 2026-10-21
Nfsg Corp
DECREASED
Shares657 from 1,641
Change-984 (-60%)
Value$38.0K (-$56.9K)
Filed 2026-10-15
Indiana Trust & Investment Management Co
DECREASED
Shares643 from 1,143
Change-500 (-44%)
Value$37.2K (-$28.9K)
Filed 2026-10-22
Lodestone Wealth Management LLC
UNCHANGED
Shares640 from 640
Change0 (0%)
Value$37.0K (+$2)
Filed 2026-10-14
Community Financial Services Group, LLC
DECREASED
Shares630 from 662
Change-32 (-5%)
Value$36.4K (-$2.9K)
Filed 2026-10-15
Birch Financial Group, LLC
NEW
Shares629
Change+629
Value$36.4K
Filed 2026-10-27
Buck Wealth Strategies, LLC
INCREASED
Shares621 from 527
Change+94 (+18%)
Value$35.9K (+$5.5K)
Filed 2026-10-28
Mowery & Schoenfeld Wealth Management, LLC
DECREASED
Shares613 from 1,356
Change-743 (-55%)
Value$35.4K (-$43.0K)
Filed 2026-10-28
Hara Capital LLC
DECREASED
Shares611 from 625
Change-14 (-2%)
Value$35.6K (-$817)
Filed 2026-10-30
Armstrong Advisory Group, Inc
UNCHANGED
Shares604 from 604
Change0 (0%)
Value$34.9K (-$12)
Filed 2026-10-09
DiNuzzo Private Wealth, Inc.
INCREASED
Shares588 from 468
Change+120 (+26%)
Value$34.0K (+$6.9K)
Filed 2026-10-16
AXS Investments LLC
DECREASED
Shares587 from 778
Change-191 (-25%)
Value$33.9K (-$11.1K)
Filed 2026-11-04
Byrne Asset Management LLC
UNCHANGED
Shares585 from 585
Change0 (0%)
Value$33.8K (-$46)
Filed 2026-10-06
Nemes Rush Group LLC
DECREASED
Shares531 from 536
Change-5 (-1%)
Value$30.7K (-$313)
Filed 2026-11-04
Investors Research Corp
DECREASED
Shares520 from 575
Change-55 (-10%)
Value$30.1K (-$3.2K)
Filed 2026-10-07
Adirondack Trust Co
UNCHANGED
Shares513 from 513
Change0 (0%)
Value$29.7K (-$16)
Filed 2026-10-14
St. Johns Investment Management Company, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$28.9K (-$10)
Filed 2026-10-30
West Branch Capital LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$28.9K (-$10)
Filed 2026-10-20
New England Capital Financial Advisors LLC
INCREASED
Shares499 from 496
Change+3 (+1%)
Value$28.9K (+$142)
Filed 2026-11-03
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares493 from 493
Change0 (0%)
Value$28.5K (-$10)
Filed 2026-10-26
Compass Financial Management LLC
INCREASED
Shares491 from 274
Change+217 (+79%)
Value$28.4K (+$11.8K)
Filed 2026-10-30
North Point Portfolio Managers Corp
NEW
Shares481
Change+481
Value$28.1K
Filed 2026-10-07
IFS Advisors, LLC
INCREASED
Shares480 from 410
Change+70 (+17%)
Value$27.8K (+$4.0K)
Filed 2026-10-14
High Note Wealth, LLC
INCREASED
Shares479 from 468
Change+11 (+2%)
Value$27.7K (+$627)
Filed 2026-10-27
Advocate Investing Services LLC
UNCHANGED
Shares469 from 469
Change0 (0%)
Value$27.1K (-$9)
Filed 2026-10-26
Catalyst Capital Advisors LLC
INCREASED
Shares463 from 460
Change+3 (+1%)
Value$26.8K (+$165)
Filed 2026-11-02
J.Safra Asset Management Corp
UNCHANGED
Shares462 from 462
Change0 (0%)
Value$26.7K (-$9)
Filed 2026-11-03
Dynamic Wealth Strategies, LLC
UNCHANGED
Shares459 from 459
Change0 (0%)
Value$26.5K (-$10)
Filed 2026-10-16
Cherry Tree Wealth Management, LLC
INCREASED
Shares456 from 454
Change+2 (+0%)
Value$26.4K (+$138)
Filed 2026-10-15
Ares Financial Consulting, LLC
UNCHANGED
Shares453 from 453
Change0 (0%)
Value$26.2K (-$10)
Filed 2026-10-19
Miller Global Investments, LLC
NEW
Shares447
Change+447
Value$25.8K
Filed 2026-10-02
Hughes Financial Services, LLC
INCREASED
Shares442 from 348
Change+94 (+27%)
Value$27.6K (+$7.5K)
Filed 2026-10-30
Asset Planning,Inc
DECREASED
Shares441 from 546
Change-105 (-19%)
Value$25.5K (-$6.1K)
Filed 2026-10-26
Main Street Group, LTD
UNCHANGED
Shares434 from 434
Change0 (0%)
Value$25.1K (-$9)
Filed 2026-10-28
Brown, Lisle Ings, Inc.
UNCHANGED
Shares428 from 428
Change0 (0%)
Value$24.7K (-$9)
Filed 2026-10-16
James T. Borello RIA
DECREASED
Shares426 from 427
Change-1 (0%)
Value$24.6K (-$65)
Filed 2026-10-16
Phillip James Consulting Co.
UNCHANGED
Shares422 from 422
Change0 (0%)
Value$24.4K (-$8)
Filed 2026-11-03
Olistico Wealth, LLC
UNCHANGED
Shares413 from 413
Change0 (0%)
Value$23.9K (-$8)
Filed 2026-10-05
Avion Wealth
DECREASED
Shares411 from 415
Change-4 (-1%)
Value$23 (-$24.0K)
Filed 2026-11-04
Aventus Investment Advisors, Inc.
UNCHANGED
Shares410 from 410
Change0 (0%)
Value$23.7K (-$8)
Filed 2026-10-09
Virginia Estate & Retirement Planning Advisors Inc.
INCREASED
Shares402 from 400
Change+2 (+1%)
Value$23.3K (+$98)
Filed 2026-10-14
Canton Hathaway, LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$23.1K (-$8)
Filed 2026-10-23
Three Bridge Wealth Advisors, LLC
NEW
Shares395
Change+395
Value$23.0K
Filed 2026-11-05
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares393 from 393
Change0 (0%)
Value$22.7K (-$8)
Filed 2026-10-23
Cornerstone National Bank & Trust Co
NEW
Shares385
Change+385
Value$22.2K
Filed 2026-10-20
MJT & Associates Financial Advisory Group, Inc.
INCREASED
Shares384 from 259
Change+125 (+48%)
Value$22.2K (+$7.2K)
Filed 2026-10-07
Physician Wealth Advisors, Inc.
DECREASED
Shares370 from 617
Change-247 (-40%)
Value$21.4K (-$14.3K)
Filed 2026-10-20
MB, Levis & Associates, LLC
INCREASED
Shares368 from 367
Change+1 (+0%)
Value$21.3K (+$45)
Filed 2026-10-16
CrossGen Wealth, LLC
INCREASED
Shares357 from 234
Change+123 (+53%)
Value$20.6K (+$7.1K)
Filed 2026-10-30
Global X Japan Co., Ltd.
UNCHANGED
Shares345 from 345
Change0 (0%)
Value$19.9K (-$7)
Filed 2026-10-21
Kings Path Partners LLC
UNCHANGED
Shares345 from 345
Change0 (0%)
Value$19.9K (-$7)
Filed 2026-10-21
Investment Research & Advisory Group, Inc.
UNCHANGED
Shares340 from 340
Change0 (0%)
Value$23.4K (-$1.3K)
Filed 2026-10-19
Hager Investment Management Services, LLC
UNCHANGED
Shares340 from 340
Change0 (0%)
Value$19.7K (-$7)
Filed 2026-11-04
Pacific Center for Financial Services
INCREASED
Shares329 from 328
Change+1 (+0%)
Value$19.0K (+$8)
Filed 2026-10-15
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares325 from 330
Change-5 (-2%)
Value$18.8K (-$276)
Filed 2026-10-16
WPG Advisers, LLC
UNCHANGED
Shares308 from 308
Change0 (0%)
Value$17.8K (-$6)
Filed 2026-10-27
Thompson Investment Management, Inc.
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$17.3K (-$6)
Filed 2026-10-14
Bare Financial Services, Inc
DECREASED
Shares297 from 301
Change-4 (-1%)
Value$17.2K (-$237)
Filed 2026-11-04
Wolff Wiese Magana LLC
UNCHANGED
Shares286 from 286
Change0 (0%)
Value$16.5K (-$6)
Filed 2026-10-15
Covestor Ltd
INCREASED
Shares284 from 280
Change+4 (+1%)
Value$16 ($0)
Filed 2026-10-30
Intelligent Financial Strategies
UNCHANGED
Shares280 from 280
Change0 (0%)
Value$16.3K ($0)
Filed 2026-10-16
Nvwm, LLC
DECREASED
Shares279 from 284
Change-5 (-2%)
Value$16.1K (-$295)
Filed 2026-10-14
Cranbrook Wealth Management, LLC
UNCHANGED
Shares278 from 278
Change0 (0%)
Value$16.1K (-$6)
Filed 2026-10-28
Guardian Partners Inc.
UNCHANGED
Shares275 from 275
Change0 (0%)
Value$15.9K (-$6)
Filed 2026-10-21
Payden & Rygel
UNCHANGED
Shares270 from 270
Change0 (0%)
Value$16 ($0)
Filed 2026-10-28
Bell Investment Advisors, Inc
INCREASED
Shares269 from 237
Change+32 (+14%)
Value$15.6K (+$1.8K)
Filed 2026-10-29
Syntax Research, Inc.
UNCHANGED
Shares269 from 269
Change0 (0%)
Value$15.6K (-$5)
Filed 2026-11-04
Accordant Advisory Group Inc
UNCHANGED
Shares269 from 269
Change0 (0%)
Value$15.6K (-$5)
Filed 2026-10-29
Gen-Wealth Partners Inc
INCREASED
Shares263 from 262
Change+1 (+0%)
Value$15.2K (+$77)
Filed 2026-11-04
DecisionPoint Financial, LLC
INCREASED
Shares262 from 16
Change+246 (+1538%)
Value$15.1K (+$14.2K)
Filed 2026-10-27
Newton One Investments LLC
INCREASED
Shares252 from 250
Change+2 (+1%)
Value$14.6K (+$117)
Filed 2026-10-14
Financial Management Professionals, Inc.
INCREASED
Shares241 from 174
Change+67 (+39%)
Value$14.1K (+$3.9K)
Filed 2026-10-23
SJS Investment Consulting Inc.
DECREASED
Shares239 from 280
Change-41 (-15%)
Value$13.8K (-$2.4K)
Filed 2026-10-26
William Mack & Associates, Inc.
NEW
Shares233
Change+233
Value$13.5K
Filed 2026-10-27
IMG Wealth Management, Inc.
INCREASED
Shares231 from 138
Change+93 (+67%)
Value$13.4K (+$5.4K)
Filed 2026-10-27
Triumph Capital Management
DECREASED
Shares228 from 246
Change-18 (-7%)
Value$13.2K (-$1.0K)
Filed 2026-10-14
Bay Harbor Wealth Management, LLC
INCREASED
Shares221 from 186
Change+35 (+19%)
Value$12.9K (+$2.1K)
Filed 2026-11-03
Evolution Wealth Management Inc.
DECREASED
Shares219 from 799
Change-580 (-73%)
Value$12.7K (-$33.6K)
Filed 2026-10-28
RHL Group, LLC
DECREASED
Shares210 from 211
Change-1 (0%)
Value$12.1K (-$96)
Filed 2026-11-04
Compass Wealth Management LLC
NEW
Shares207
Change+207
Value$12.0K
Filed 2026-10-22
Bfsg, LLC
UNCHANGED
Shares207 from 207
Change0 (0%)
Value$12.0K (-$4)
Filed 2026-10-30
MidAtlantic Capital Management, Inc.
NEW
Shares200
Change+200
Value$11.6K
Filed 2026-11-05
Chapman Financial Group, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$11.6K (-$4)
Filed 2026-10-26
Cdkv Holdings LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$11.6K (-$4)
Filed 2026-10-28
Navigoe, LLC
INCREASED
Shares191 from 184
Change+7 (+4%)
Value$11 (+$1)
Filed 2026-11-04
Arlington Trust Co LLC
INCREASED
Shares181 from 137
Change+44 (+32%)
Value$10.5K (+$2.5K)
Filed 2026-10-20
RMG Wealth Management LLC
UNCHANGED
Shares181 from 181
Change0 (0%)
Value$11.7K (+$486)
Filed 2026-10-26
Aspect Partners, LLC
UNCHANGED
Shares179 from 179
Change0 (0%)
Value$10.4K (-$3)
Filed 2026-10-20
Brown Shipley& Co Ltd
UNCHANGED
Shares178 from 178
Change0 (0%)
Value$10.3K (-$4)
Filed 2026-10-09
Bayforest Capital Ltd
DECREASED
Shares174 from 1,031
Change-857 (-83%)
Value$10.1K (-$49.6K)
Filed 2026-11-03
Catherine Avery Investment Management LLC
INCREASED
Shares173 from 172
Change+1 (+1%)
Value$10.0K (+$81)
Filed 2026-10-14
Comprehensive Financial Planning, Inc.
UNCHANGED
Shares169 from 169
Change0 (0%)
Value$9.8K (-$4)
Filed 2026-10-27
Nova Financial LLC
NEW
Shares168
Change+168
Value$9.7K
Filed 2026-11-04
Creative Capital Management Investments LLC
INCREASED
Shares167 from 122
Change+45 (+37%)
Value$9.7K (+$2.6K)
Filed 2026-10-28
Robinson Value Management, Ltd.
UNCHANGED
Shares166 from 166
Change0 (0%)
Value$9.6K (-$3)
Filed 2026-10-20
Markowski Investments
DECREASED
Shares148 from 193
Change-45 (-23%)
Value$8.6K (-$2.6K)
Filed 2026-10-30
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares147 from 147
Change0 (0%)
Value$8.5K (+$1)
Filed 2026-11-02
Atwood & Palmer Inc
UNCHANGED
Shares145 from 145
Change0 (0%)
Value$8.4K (-$3)
Filed 2026-10-08
Breakwater Investment Management
INCREASED
Shares140 from 117
Change+23 (+20%)
Value$8.1K (+$1.3K)
Filed 2026-10-20
Wilkerson Advisory Group LLC
INCREASED
Shares140 from 124
Change+16 (+13%)
Value$8.1K (+$923)
Filed 2026-10-20
Downshift Financial, LLC
INCREASED
Shares136 from 107
Change+29 (+27%)
Value$7.9K (+$1.7K)
Filed 2026-10-13
Clark Wealth Partners
INCREASED
Shares134 from 76
Change+58 (+76%)
Value$7.8K (+$3.4K)
Filed 2026-10-19
Coastline Trust Co
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$7.2K (-$2)
Filed 2026-10-01
Prudent Man Investment Management, Inc.
UNCHANGED
Shares124 from 124
Change0 (0%)
Value$7.2K (+$495)
Filed 2026-11-03
UMB Private Wealth Management, LLC
NEW
Shares122
Change+122
Value$7.1K
Filed 2026-10-19
Strengthening Families & Communities, LLC
UNCHANGED
Shares119 from 119
Change0 (0%)
Value$6.9K (-$2)
Filed 2026-10-21
Concord Wealth Partners
UNCHANGED
Shares113 from 113
Change0 (0%)
Value$6.5K (-$2)
Filed 2026-11-02
Tounjian Advisory Partners, LLC
INCREASED
Shares109 from 48
Change+61 (+127%)
Value$6.3K (+$3.5K)
Filed 2026-11-04
Barrett & Company, Inc.
UNCHANGED
Shares108 from 108
Change0 (0%)
Value$6.3K (+$50)
Filed 2026-10-22
Entrust Financial LLC
UNCHANGED
Shares106 from 106
Change0 (0%)
Value$6.1K (-$2)
Filed 2026-11-04
Pittenger & Anderson Inc
UNCHANGED
Shares102 from 102
Change0 (0%)
Value$5.9K (-$2)
Filed 2026-11-02
Signature Resources Capital Management, LLC
INCREASED
Shares101 from 100
Change+1 (+1%)
Value$5.8K (+$56)
Filed 2026-10-16
Next Level Wealth Planning, LLC
NEW
Shares100
Change+100
Value$5.8K
Filed 2026-10-29
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$6 ($0)
Filed 2026-10-14
Pacifica Partners Inc.
DECREASED
Shares97 from 137
Change-40 (-29%)
Value$5.6K (-$2.7K)
Filed 2026-10-09
Abound Wealth Management
INCREASED
Shares96 from 81
Change+15 (+19%)
Value$5.6K (+$865)
Filed 2026-10-26
Marquette Asset Management, LLC
UNCHANGED
Shares95 from 95
Change0 (0%)
Value$5.5K (-$2)
Filed 2026-10-09
Richardson Capital Management LLC
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$5.2K (-$2)
Filed 2026-10-23
Cedar Mountain Advisors, LLC
UNCHANGED
Shares89 from 89
Change0 (0%)
Value$5.1K (-$2)
Filed 2026-10-15
Burk Holdings LLC
INCREASED
Shares81 from 79
Change+2 (+3%)
Value$4.7K (+$114)
Filed 2026-11-05
Bradley & Co. Private Wealth Management, LLC
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$4.7K ($0)
Filed 2026-10-23
Sunrise Financial Services, LLC
UNCHANGED
Shares76 from 76
Change0 (0%)
Value$4.4K (-$2)
Filed 2026-10-21
Goodman Advisory Group, LLC
NEW
Shares73
Change+73
Value$4.2K
Filed 2026-11-02
Sherman Asset Management, Inc.
UNCHANGED
Shares72 from 72
Change0 (0%)
Value$4.2K (-$1)
Filed 2026-11-05
Reyes Financial Architecture, Inc.
UNCHANGED
Shares72 from 72
Change0 (0%)
Value$4.2K (-$1)
Filed 2026-10-22
Centerpoint Advisors, LLC
NEW
Shares69
Change+69
Value$4
Filed 2026-11-05
CGC Financial Services, LLC
UNCHANGED
Shares69 from 69
Change0 (0%)
Value$4.0K (-$1)
Filed 2026-10-13
Align Financial, LLC
INCREASED
Shares66 from 42
Change+24 (+57%)
Value$3.8K (+$1.4K)
Filed 2026-10-16
True Wealth Design, LLC
DECREASED
Shares66 from 76
Change-10 (-13%)
Value$3.8K (-$579)
Filed 2026-10-13
KFG LLC
NEW
Shares64
Change+64
Value$3.7K
Filed 2026-11-02
Barnes Dennig Private Wealth Management LLC
UNCHANGED
Shares62 from 62
Change0 (0%)
Value$3.6K (-$1)
Filed 2026-10-30
Hoey Investments, Inc
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$3.5K (-$1)
Filed 2026-10-29
Torren Management, LLC
INCREASED
Shares59 from 25
Change+34 (+136%)
Value$3.4K (+$2.0K)
Filed 2026-10-29
Mechanics Financial Corp
UNCHANGED
Shares48 from 48
Change0 (0%)
Value$2.8K (-$1)
Filed 2026-11-05
Bullock Wealth Management Group
UNCHANGED
Shares48 from 48
Change0 (0%)
Value$2.8K (-$77)
Filed 2026-10-09
Retirement Wealth Solutions LLC
INCREASED
Shares40 from 1
Change+39 (+3900%)
Value$2.3K (+$2.3K)
Filed 2026-10-07
Montgomery Financial Services LLC
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$2.1K (+$17)
Filed 2026-11-03
Vermillion Wealth Management, Inc.
DECREASED
Shares34 from 650
Change-616 (-95%)
Value$2.0K (-$35.6K)
Filed 2026-10-26
Maseco LLP
NEW
Shares33
Change+33
Value$1.9K
Filed 2026-10-27
Essential Partners LLC
DECREASED
Shares33 from 47
Change-14 (-30%)
Value$1.9K (-$810)
Filed 2026-10-14
Mcdonald Partners LLC
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$1.9K (-$1)
Filed 2026-11-03
Activest Wealth Management
DECREASED
Shares31 from 107
Change-76 (-71%)
Value$1.8K (-$4.4K)
Filed 2026-10-15
Kingdom Financial Group Llc.
INCREASED
Shares30 from 0
Change+30
Value$1.8K (+$1.7K)
Filed 2026-11-04
Noble Wealth Management PBC
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$1.5K (-$1)
Filed 2026-10-01
Eukles Asset Management
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$1.4K ($0)
Filed 2026-11-04
PayPay Securities Corp
DECREASED
Shares24 from 26
Change-2 (-8%)
Value$1.4K (-$116)
Filed 2026-10-27
Quaker Wealth Management, LLC
DECREASED
Shares23 from 40
Change-17 (-42%)
Value$1.3K (-$984)
Filed 2026-10-22
Mascoma Wealth Management LLC
DECREASED
Shares23 from 38
Change-15 (-39%)
Value$1.3K (-$868)
Filed 2026-10-23
Birchwood Financial Partners, Inc.
NEW
Shares22
Change+22
Value$1.3K
Filed 2026-11-02
First Command Advisory Services, Inc.
DECREASED
Shares18 from 89
Change-71 (-80%)
Value$1.1K (-$4.1K)
Filed 2026-11-05
Valued Wealth Advisors LLC
NEW
Shares16
Change+16
Value$934
Filed 2026-11-05
Key Capital Management, Inc
NEW
Shares13
Change+13
Value$752
Filed 2026-11-03
Fairscale Capital, LLC
NEW
Shares10
Change+10
Value$649
Filed 2026-11-04
Ascentis Wealth Management, LLC
NEW
Shares10
Change+10
Value$578
Filed 2026-11-03
Tradewinds Capital Management, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$579 ($0)
Filed 2026-10-23
Holos Integrated Wealth LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$633 (+$31)
Filed 2026-10-23
Rakuten Securities, Inc.
INCREASED
Shares7 from 3
Change+4 (+133%)
Value$405 (+$231)
Filed 2026-11-02
StrongBox Wealth, LLC
NEW
Shares5
Change+5
Value$289
Filed 2026-11-02
Gilpin Wealth Management, LLC
NEW
Shares2
Change+2
Value$116
Filed 2026-10-09
Monetary Solutions, Ltd
NEW
Shares2
Change+2
Value$116
Filed 2026-10-22
3 Factor Indexing, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$116 ($0)
Filed 2026-10-15
Orange Investment Advisors, Inc.
CLOSED
Shares0 from 46,158
Change-46,158 (-100%)
Value$0 (-$2.7M)
Filed 2026-10-23
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 43,580
Change-43,580 (-100%)
Value$0 (-$2.5M)
Filed 2026-10-16
Prevail Innovative Wealth Advisors, LLC
CLOSED
Shares0 from 40,953
Change-40,953 (-100%)
Value$0 (-$2.4M)
Filed 2026-10-20
Center for Wealth Management Advisory
CLOSED
Shares0 from 32,163
Change-32,163 (-100%)
Value$0 (-$1.9M)
Filed 2026-10-23
Cliftonlarsonallen Wealth Advisors, LLC
CLOSED
Shares0 from 17,691
Change-17,691 (-100%)
Value$0 (-$1.0M)
Filed 2026-10-14
111 Capital
CLOSED
Shares0 from 17,019
Change-17,019 (-100%)
Value$0 (-$984.4K)
Filed 2026-11-03
Royal Fund Management, LLC
CLOSED
Shares0 from 13,600
Change-13,600 (-100%)
Value$0 (-$786.6K)
Filed 2026-10-22
Tower Trust & Investment Co
CLOSED
Shares0 from 12,303
Change-12,303 (-100%)
Value$0 (-$711.5K)
Filed 2026-10-28
Aaron Wealth Advisors LLC
CLOSED
Shares0 from 10,665
Change-10,665 (-100%)
Value$0 (-$616.9K)
Filed 2026-10-13
SeaCrest Wealth Management, LLC
CLOSED
Shares0 from 8,100
Change-8,100 (-100%)
Value$0 (-$468.5K)
Filed 2026-10-21
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 6,206
Change-6,206 (-100%)
Value$0 (-$359.0K)
Filed 2026-11-03
ABC Arbitrage SA
CLOSED
Shares0 from 5,744
Change-5,744 (-100%)
Value$0 (-$332.2K)
Filed 2026-10-23
Wellington Shields & Co., LLC
CLOSED
Shares0 from 5,422
Change-5,422 (-100%)
Value$0 (-$313.6K)
Filed 2026-11-03
Avantax Planning Partners, Inc.
CLOSED
Shares0 from 5,226
Change-5,226 (-100%)
Value$0 (-$302.3K)
Filed 2026-11-03
Inscription Capital, LLC
CLOSED
Shares0 from 4,813
Change-4,813 (-100%)
Value$0 (-$278.4K)
Filed 2026-11-02
Rockwood Wealth Management, LLC
CLOSED
Shares0 from 4,388
Change-4,388 (-100%)
Value$0 (-$253.8K)
Filed 2026-10-27
Sowell Financial Services LLC
CLOSED
Shares0 from 4,348
Change-4,348 (-100%)
Value$0 (-$251.5K)
Filed 2026-10-23
Victory Financial Group, LLC
CLOSED
Shares0 from 4,276
Change-4,276 (-100%)
Value$0 (-$247.3K)
Filed 2026-10-27
Destiny Wealth Partners, LLC
CLOSED
Shares0 from 4,265
Change-4,265 (-100%)
Value$0 (-$265.8K)
Filed 2026-11-05
Kennedy Investment Group, Inc.
CLOSED
Shares0 from 3,909
Change-3,909 (-100%)
Value$0 (-$226.1K)
Filed 2026-10-21
Cooper Financial Group
CLOSED
Shares0 from 3,906
Change-3,906 (-100%)
Value$0 (-$225.9K)
Filed 2026-10-07
Gryphon Financial Partners LLC
CLOSED
Shares0 from 3,901
Change-3,901 (-100%)
Value$0 (-$225.7K)
Filed 2026-11-04
First American Bank
CLOSED
Shares0 from 3,867
Change-3,867 (-100%)
Value$0 (-$223.7K)
Filed 2026-10-27
B. Riley Wealth Advisors, Inc.
CLOSED
Shares0 from 3,798
Change-3,798 (-100%)
Value$0 (-$228.5K)
Filed 2026-10-13
Sunpointe, LLC
CLOSED
Shares0 from 3,789
Change-3,789 (-100%)
Value$0 (-$219.2K)
Filed 2026-10-22
Howard Financial Services, Ltd.
CLOSED
Shares0 from 3,721
Change-3,721 (-100%)
Value$0 (-$215.2K)
Filed 2026-10-15
Retirement Planning Co of New England, Inc.
CLOSED
Shares0 from 3,646
Change-3,646 (-100%)
Value$0 (-$210.9K)
Filed 2026-10-15
Jm2 Capital Inc.
CLOSED
Shares0 from 3,566
Change-3,566 (-100%)
Value$0 (-$206.2K)
Filed 2026-10-14
Independent Wealth Network Inc.
CLOSED
Shares0 from 3,533
Change-3,533 (-100%)
Value$0 (-$204.3K)
Filed 2026-10-19
Brick & Kyle, Associates
CLOSED
Shares0 from 3,515
Change-3,515 (-100%)
Value$0 (-$202.6K)
Filed 2026-11-05
HBW Advisory Services LLC
CLOSED
Shares0 from 3,482
Change-3,482 (-100%)
Value$0 (-$201.4K)
Filed 2026-10-15
Saxon Interests, Inc.
CLOSED
Shares0 from 3,467
Change-3,467 (-100%)
Value$0 (-$200.5K)
Filed 2026-10-26
Missouri Trust & Investment Co
CLOSED
Shares0 from 3,400
Change-3,400 (-100%)
Value$0 (-$211.9K)
Filed 2026-11-04
Paradigm Asset Management Co LLC
CLOSED
Shares0 from 2,900
Change-2,900 (-100%)
Value$0 (-$167.7K)
Filed 2026-11-05
LifeSteps Financial, Inc.
CLOSED
Shares0 from 2,069
Change-2,069 (-100%)
Value$0 (-$119.7K)
Filed 2026-10-15
Bank Julius Baer & Co. Ltd, Zurich
CLOSED
Shares0 from 1,501
Change-1,501 (-100%)
Value$0 (-$86.8K)
Filed 2026-10-29
Midway Capital Research & Management
CLOSED
Shares0 from 950
Change-950 (-100%)
Value$0 (-$54.9K)
Filed 2026-10-20
Cornerstone Planning Group LLC
CLOSED
Shares0 from 900
Change-900 (-100%)
Value$0 (-$54.8K)
Filed 2026-10-16
Stone House Investment Management, LLC
CLOSED
Shares0 from 840
Change-840 (-100%)
Value$0 (-$48.6K)
Filed 2026-10-23
Solstein Capital, LLC
CLOSED
Shares0 from 548
Change-548 (-100%)
Value$0 (-$31.7K)
Filed 2026-11-02
Atlatl Advisers LLC
CLOSED
Shares0 from 489
Change-489 (-100%)
Value$0 (-$28.3K)
Filed 2026-10-22
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 308
Change-308 (-100%)
Value$0 (-$17.8K)
Filed 2026-10-29
Essential Investment Partners LLC
CLOSED
Shares0 from 275
Change-275 (-100%)
Value$0 (-$15.9K)
Filed 2026-10-27
GFS Advisors, LLC
CLOSED
Shares0 from 134
Change-134 (-100%)
Value$0 (-$318.4K)
Filed 2026-11-03
Brooklyn FI, LLC
CLOSED
Shares0 from 111
Change-111 (-100%)
Value$0 (-$6.8K)
Filed 2026-11-05
Robinswood Financial LLC
CLOSED
Shares0 from 111
Change-111 (-100%)
Value$0 (-$6.5K)
Filed 2026-10-20
Whipplewood Advisors, LLC
CLOSED
Shares0 from 72
Change-72 (-100%)
Value$0 (-$4.2K)
Filed 2026-10-20
Fulcrum Asset Management LLP
CLOSED
Shares0 from 58
Change-58 (-100%)
Value$0 (-$3.5K)
Filed 2026-11-04
Trifecta Capital Advisors, LLC
CLOSED
Shares0 from 16
Change-16 (-100%)
Value$0 (-$926)
Filed 2026-10-21
CKW Financial Group
CLOSED
Shares0 from 7
Change-7 (-100%)
Value$0 ($0)
Filed 2026-10-29
Kozak & Associates, Inc.
DECREASED
Shares0 from 38
Change-38 (-100%)
Value$25 (-$2.2K)
Filed 2026-10-29
BlackRock, Inc.
N/A
Shares— from 105,969,321
Change-105,969,321 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 83,858,130
Change-83,858,130 (-100%)
Value—
Capital Research Global Investors
N/A
Shares— from 69,663,227
Change-69,663,227 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 60,744,872
Change-60,744,872 (-100%)
Value—
State Street Corp
N/A
Shares— from 59,579,607
Change-59,579,607 (-100%)
Value—
Capital International Investors
N/A
Shares— from 50,549,498
Change-50,549,498 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 45,649,259
Change-45,649,259 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 34,110,119
Change-34,110,119 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 32,970,752
Change-32,970,752 (-100%)
Value—
Geode Capital Management, LLC
N/A
Shares— from 30,090,399
Change-30,090,399 (-100%)
Value—
FMR LLC
N/A
Shares— from 21,676,534
Change-21,676,534 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 20,585,438
Change-20,585,438 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 19,811,007
Change-19,811,007 (-100%)
Value—
Norges Bank
N/A
Shares— from 16,604,964
Change-16,604,964 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 13,603,896
Change-13,603,896 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 13,295,039
Change-13,295,039 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 13,016,006
Change-13,016,006 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 12,944,842
Change-12,944,842 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 10,422,298
Change-10,422,298 (-100%)
Value—
UBS Group AG
N/A
Shares— from 10,358,777
Change-10,358,777 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 9,404,510
Change-9,404,510 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 8,776,971
Change-8,776,971 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 8,216,347
Change-8,216,347 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 7,631,202
Change-7,631,202 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 7,208,241
Change-7,208,241 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 6,838,043
Change-6,838,043 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 5,904,415
Change-5,904,415 (-100%)
Value—
Hotchkis & Wiley Capital Management LLC
N/A
Shares— from 5,753,722
Change-5,753,722 (-100%)
Value—
Harris Associates L P
N/A
Shares— from 5,520,536
Change-5,520,536 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 5,178,361
Change-5,178,361 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 4,658,188
Change-4,658,188 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 4,529,563
Change-4,529,563 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 4,362,712
Change-4,362,712 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 4,257,634
Change-4,257,634 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 4,223,363
Change-4,223,363 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 4,151,094
Change-4,151,094 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 4,047,275
Change-4,047,275 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 3,777,181
Change-3,777,181 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 3,714,498
Change-3,714,498 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 3,615,424
Change-3,615,424 (-100%)
Value—
Barclays PLC
N/A
Shares— from 3,551,383
Change-3,551,383 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 3,494,886
Change-3,494,886 (-100%)
Value—
National Pension Service
N/A
Shares— from 3,464,597
Change-3,464,597 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 3,335,958
Change-3,335,958 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 3,242,373
Change-3,242,373 (-100%)
Value—
Amundi
N/A
Shares— from 3,080,604
Change-3,080,604 (-100%)
Value—
Ilex Capital Partners (UK) LLP
N/A
Shares— from 3,049,901
Change-3,049,901 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 2,910,751
Change-2,910,751 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 2,793,454
Change-2,793,454 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 2,788,572
Change-2,788,572 (-100%)
Value—
Nordea Investment Management AB
N/A
Shares— from 2,764,040
Change-2,764,040 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 2,738,190
Change-2,738,190 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 2,373,641
Change-2,373,641 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 2,213,612
Change-2,213,612 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 2,161,126
Change-2,161,126 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 2,156,781
Change-2,156,781 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 2,056,832
Change-2,056,832 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 2,041,310
Change-2,041,310 (-100%)
Value—
Aviva PLC
N/A
Shares— from 1,903,309
Change-1,903,309 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 1,882,916
Change-1,882,916 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 1,850,858
Change-1,850,858 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 1,797,823
Change-1,797,823 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 1,795,792
Change-1,795,792 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 1,778,380
Change-1,778,380 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,767,619
Change-1,767,619 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 1,756,051
Change-1,756,051 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 1,608,122
Change-1,608,122 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 1,571,920
Change-1,571,920 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 1,554,453
Change-1,554,453 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 1,521,145
Change-1,521,145 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 1,496,170
Change-1,496,170 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 1,485,888
Change-1,485,888 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 1,474,097
Change-1,474,097 (-100%)
Value—
Great Lakes Advisors, LLC
N/A
Shares— from 1,457,980
Change-1,457,980 (-100%)
Value—
Storebrand Asset Management AS
N/A
Shares— from 1,405,991
Change-1,405,991 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 1,369,659
Change-1,369,659 (-100%)
Value—
Aberdeen Group plc
N/A
Shares— from 1,339,755
Change-1,339,755 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 1,338,272
Change-1,338,272 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 1,266,502
Change-1,266,502 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 1,220,904
Change-1,220,904 (-100%)
Value—
Capital International, Inc.
N/A
Shares— from 1,207,777
Change-1,207,777 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 1,198,130
Change-1,198,130 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 1,120,191
Change-1,120,191 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 1,109,563
Change-1,109,563 (-100%)
Value—
Hook Mill Capital Partners, LP
N/A
Shares— from 1,100,694
Change-1,100,694 (-100%)
Value—
Crawford Investment Counsel Inc
N/A
Shares— from 1,067,360
Change-1,067,360 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 1,047,680
Change-1,047,680 (-100%)
Value—
Menora Mivtachim Holdings Ltd.
N/A
Shares— from 1,013,270
Change-1,013,270 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 967,025
Change-967,025 (-100%)
Value—
Edgar Lomax Co
N/A
Shares— from 927,360
Change-927,360 (-100%)
Value—
Junto Capital Management LP
N/A
Shares— from 925,810
Change-925,810 (-100%)
Value—
Mane Global Capital Management LP
N/A
Shares— from 912,144
Change-912,144 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 905,304
Change-905,304 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 880,794
Change-880,794 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 850,102
Change-850,102 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 849,655
Change-849,655 (-100%)
Value—
Scopus Asset Management, L.P.
N/A
Shares— from 835,000
Change-835,000 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 820,309
Change-820,309 (-100%)
Value—
Epoch Investment Partners, Inc.
N/A
Shares— from 817,073
Change-817,073 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 811,423
Change-811,423 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 810,203
Change-810,203 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 793,422
Change-793,422 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 791,724
Change-791,724 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 790,382
Change-790,382 (-100%)
Value—
Blair William & Co
N/A
Shares— from 776,142
Change-776,142 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 771,498
Change-771,498 (-100%)
Value—
Danske Bank A/S
N/A
Shares— from 758,428
Change-758,428 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 740,231
Change-740,231 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 739,190
Change-739,190 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 723,302
Change-723,302 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 722,148
Change-722,148 (-100%)
Value—
Freestone Grove Partners LP
N/A
Shares— from 721,352
Change-721,352 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 684,534
Change-684,534 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 683,255
Change-683,255 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 658,234
Change-658,234 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 656,220
Change-656,220 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 651,150
Change-651,150 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 649,576
Change-649,576 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 635,130
Change-635,130 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 634,868
Change-634,868 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 623,686
Change-623,686 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 616,540
Change-616,540 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 599,086
Change-599,086 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 599,001
Change-599,001 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 597,029
Change-597,029 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 585,604
Change-585,604 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 583,630
Change-583,630 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 562,673
Change-562,673 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 552,643
Change-552,643 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 550,752
Change-550,752 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 546,840
Change-546,840 (-100%)
Value—
Commerce Bank
N/A
Shares— from 541,927
Change-541,927 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 533,246
Change-533,246 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 530,014
Change-530,014 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 506,441
Change-506,441 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 494,828
Change-494,828 (-100%)
Value—
Handelsbanken Fonder AB
N/A
Shares— from 490,309
Change-490,309 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 486,561
Change-486,561 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 470,698
Change-470,698 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 465,007
Change-465,007 (-100%)
Value—
Alyeska Investment Group, L.P.
N/A
Shares— from 462,294
Change-462,294 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 457,833
Change-457,833 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 456,762
Change-456,762 (-100%)
Value—
LGT Group Foundation
N/A
Shares— from 451,761
Change-451,761 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 445,580
Change-445,580 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 436,264
Change-436,264 (-100%)
Value—
Holowesko Partners Ltd.
N/A
Shares— from 435,700
Change-435,700 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 433,480
Change-433,480 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 425,640
Change-425,640 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 417,057
Change-417,057 (-100%)
Value—
BLI - Banque de Luxembourg Investments
N/A
Shares— from 408,414
Change-408,414 (-100%)
Value—
Ceredex Value Advisors LLC
N/A
Shares— from 407,575
Change-407,575 (-100%)
Value—
Lansforsakringar Fondforvaltning AB (publ)
N/A
Shares— from 392,737
Change-392,737 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 385,923
Change-385,923 (-100%)
Value—
Natixis
N/A
Shares— from 384,293
Change-384,293 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 380,307
Change-380,307 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 376,217
Change-376,217 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 375,906
Change-375,906 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 375,174
Change-375,174 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 373,327
Change-373,327 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 360,794
Change-360,794 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 354,894
Change-354,894 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 349,694
Change-349,694 (-100%)
Value—
RBO & Co LLC
N/A
Shares— from 347,280
Change-347,280 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 342,388
Change-342,388 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 341,037
Change-341,037 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 326,470
Change-326,470 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 316,024
Change-316,024 (-100%)
Value—
Wesleyan Assurance Society
N/A
Shares— from 313,030
Change-313,030 (-100%)
Value—
Capital International Sarl
N/A
Shares— from 310,223
Change-310,223 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 296,500
Change-296,500 (-100%)
Value—
Nykredit A/S
N/A
Shares— from 295,096
Change-295,096 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 293,671
Change-293,671 (-100%)
Value—
Liberty One Investment Management, LLC
N/A
Shares— from 289,563
Change-289,563 (-100%)
Value—
Varma Mutual Pension Insurance Co
N/A
Shares— from 280,865
Change-280,865 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 269,755
Change-269,755 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 269,096
Change-269,096 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 268,466
Change-268,466 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 267,241
Change-267,241 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 260,252
Change-260,252 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 256,283
Change-256,283 (-100%)
Value—
&partners
N/A
Shares— from 248,814
Change-248,814 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 239,857
Change-239,857 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 239,099
Change-239,099 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 238,885
Change-238,885 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 236,805
Change-236,805 (-100%)
Value—
Tredje Ap-fonden
N/A
Shares— from 229,923
Change-229,923 (-100%)
Value—
Osmosis Investment Management UK Ltd
N/A
Shares— from 224,029
Change-224,029 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 223,630
Change-223,630 (-100%)
Value—
IQ EQ Fund Management (Ireland) Ltd
N/A
Shares— from 218,214
Change-218,214 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 217,272
Change-217,272 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 215,657
Change-215,657 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 213,892
Change-213,892 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 212,208
Change-212,208 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 209,828
Change-209,828 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 208,263
Change-208,263 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 207,222
Change-207,222 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 206,685
Change-206,685 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 202,917
Change-202,917 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 200,004
Change-200,004 (-100%)
Value—
South Dakota Investment Council
N/A
Shares— from 199,205
Change-199,205 (-100%)
Value—
Eurizon Capital SGR S.p.A.
N/A
Shares— from 198,474
Change-198,474 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 197,790
Change-197,790 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 197,409
Change-197,409 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 194,918
Change-194,918 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 192,344
Change-192,344 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 191,959
Change-191,959 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 191,657
Change-191,657 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 190,408
Change-190,408 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 190,117
Change-190,117 (-100%)
Value—
Sone Capital Management, LLC
N/A
Shares— from 189,647
Change-189,647 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 188,184
Change-188,184 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 181,153
Change-181,153 (-100%)
Value—
Capital International LTD
N/A
Shares— from 180,853
Change-180,853 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 180,057
Change-180,057 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 179,951
Change-179,951 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 179,269
Change-179,269 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 178,528
Change-178,528 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 177,903
Change-177,903 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 176,138
Change-176,138 (-100%)
Value—
Ilmarinen Mutual Pension Insurance Co
N/A
Shares— from 173,572
Change-173,572 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 170,914
Change-170,914 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 170,869
Change-170,869 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 169,469
Change-169,469 (-100%)
Value—
Icici Prudential Asset Management Co Ltd
N/A
Shares— from 165,628
Change-165,628 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 164,987
Change-164,987 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 161,538
Change-161,538 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 158,482
Change-158,482 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 156,367
Change-156,367 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 153,828
Change-153,828 (-100%)
Value—
Leith Wheeler Investment Counsel Ltd.
N/A
Shares— from 148,569
Change-148,569 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 148,473
Change-148,473 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 146,873
Change-146,873 (-100%)
Value—
DJE Kapital AG
N/A
Shares— from 143,500
Change-143,500 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 143,450
Change-143,450 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 143,371
Change-143,371 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 141,366
Change-141,366 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 141,000
Change-141,000 (-100%)
Value—
Lighthouse Investment Partners, LLC
N/A
Shares— from 139,983
Change-139,983 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 137,797
Change-137,797 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 134,374
Change-134,374 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 133,292
Change-133,292 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 130,377
Change-130,377 (-100%)
Value—
Commerzbank Aktiengesellschaft
N/A
Shares— from 129,672
Change-129,672 (-100%)
Value—
Tabor Asset Management, LP
N/A
Shares— from 128,476
Change-128,476 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 128,475
Change-128,475 (-100%)
Value—
Morningstar Investment Management LLC
N/A
Shares— from 126,467
Change-126,467 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 125,577
Change-125,577 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 124,256
Change-124,256 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 116,778
Change-116,778 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 116,362
Change-116,362 (-100%)
Value—
Qsemble Capital Management, LP
N/A
Shares— from 116,208
Change-116,208 (-100%)
Value—
Allianz SE
N/A
Shares— from 115,778
Change-115,778 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 115,594
Change-115,594 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 115,390
Change-115,390 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 115,093
Change-115,093 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 114,773
Change-114,773 (-100%)
Value—
Allstate Corp
N/A
Shares— from 114,107
Change-114,107 (-100%)
Value—
Alpine Woods Capital Investors, LLC
N/A
Shares— from 111,322
Change-111,322 (-100%)
Value—
BNP Paribas
N/A
Shares— from 110,854
Change-110,854 (-100%)
Value—
FIL Ltd
N/A
Shares— from 110,301
Change-110,301 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 109,526
Change-109,526 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 108,990
Change-108,990 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 104,006
Change-104,006 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 103,943
Change-103,943 (-100%)
Value—
Carlson Capital, L.P.
N/A
Shares— from 100,948
Change-100,948 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 100,579
Change-100,579 (-100%)
Value—
Mizuho Securities USA LLC
N/A
Shares— from 100,495
Change-100,495 (-100%)
Value—
Ostrum Asset Management
N/A
Shares— from 99,455
Change-99,455 (-100%)
Value—
American Trust Investment Advisors, LLC
N/A
Shares— from 98,096
Change-98,096 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 97,993
Change-97,993 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 97,945
Change-97,945 (-100%)
Value—
Harvest Fund Management Co., Ltd
N/A
Shares— from 95,400
Change-95,400 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 92,257
Change-92,257 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 92,012
Change-92,012 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 91,476
Change-91,476 (-100%)
Value—
Saudi Central Bank
N/A
Shares— from 89,729
Change-89,729 (-100%)
Value—
Magellan Asset Management Ltd
N/A
Shares— from 88,741
Change-88,741 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 88,026
Change-88,026 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 87,991
Change-87,991 (-100%)
Value—
Landscape Capital Management, L.L.C.
N/A
Shares— from 87,982
Change-87,982 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 86,468
Change-86,468 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 86,230
Change-86,230 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 85,677
Change-85,677 (-100%)
Value—
RBF Capital, LLC
N/A
Shares— from 85,000
Change-85,000 (-100%)
Value—
EFG International AG
N/A
Shares— from 84,165
Change-84,165 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 83,152
Change-83,152 (-100%)
Value—
Man Group plc
N/A
Shares— from 83,056
Change-83,056 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 81,985
Change-81,985 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 81,909
Change-81,909 (-100%)
Value—
Kentucky Retirement Systems
N/A
Shares— from 81,792
Change-81,792 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 79,824
Change-79,824 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 79,525
Change-79,525 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 78,450
Change-78,450 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 77,525
Change-77,525 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 75,420
Change-75,420 (-100%)
Value—
Palisade Capital Management, LP
N/A
Shares— from 74,564
Change-74,564 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 73,762
Change-73,762 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 72,912
Change-72,912 (-100%)
Value—
ABN Amro Bank N.V.
N/A
Shares— from 72,050
Change-72,050 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 70,562
Change-70,562 (-100%)
Value—
Zions Bancorporation, National Association
N/A
Shares— from 69,998
Change-69,998 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 69,640
Change-69,640 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 69,498
Change-69,498 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 67,246
Change-67,246 (-100%)
Value—
Elo Mutual Pension Insurance Co
N/A
Shares— from 66,899
Change-66,899 (-100%)
Value—
APG Asset Management N.V.
N/A
Shares— from 66,271
Change-66,271 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 65,857
Change-65,857 (-100%)
Value—
Northwest & Ethical Investments L.P.
N/A
Shares— from 64,682
Change-64,682 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 64,591
Change-64,591 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 64,490
Change-64,490 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 63,078
Change-63,078 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 61,940
Change-61,940 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 61,388
Change-61,388 (-100%)
Value—
Stamos Capital Partners, L.P.
N/A
Shares— from 60,611
Change-60,611 (-100%)
Value—
Cullen Capital Management, LLC
N/A
Shares— from 60,200
Change-60,200 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 59,894
Change-59,894 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 59,013
Change-59,013 (-100%)
Value—
Estabrook Capital Management
N/A
Shares— from 58,622
Change-58,622 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 58,184
Change-58,184 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 57,767
Change-57,767 (-100%)
Value—
Charter Research & Investment Group, Inc.
N/A
Shares— from 57,745
Change-57,745 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 57,461
Change-57,461 (-100%)
Value—
Morton Community Bank
N/A
Shares— from 57,371
Change-57,371 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 56,317
Change-56,317 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 55,777
Change-55,777 (-100%)
Value—
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A
Shares— from 55,304
Change-55,304 (-100%)
Value—
Burling Wealth Partners, LLC
N/A
Shares— from 54,804
Change-54,804 (-100%)
Value—
Bronte Capital Management Pty Ltd.
N/A
Shares— from 53,234
Change-53,234 (-100%)
Value—
Aigen Investment Management, LP
N/A
Shares— from 52,772
Change-52,772 (-100%)
Value—
Dean Investment Associates, LLC
N/A
Shares— from 52,703
Change-52,703 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 52,623
Change-52,623 (-100%)
Value—
Canada Post Corp Registered Pension Plan
N/A
Shares— from 52,167
Change-52,167 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 51,470
Change-51,470 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 51,104
Change-51,104 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 50,234
Change-50,234 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 50,230
Change-50,230 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 50,068
Change-50,068 (-100%)
Value—
DoubleLine ETF Adviser LP
N/A
Shares— from 49,589
Change-49,589 (-100%)
Value—
Kavar Capital Partners Group, LLC
N/A
Shares— from 49,576
Change-49,576 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 49,383
Change-49,383 (-100%)
Value—
RNC Capital Management LLC
N/A
Shares— from 49,197
Change-49,197 (-100%)
Value—
Patrick Mauro Investment Advisor, Inc.
N/A
Shares— from 49,013
Change-49,013 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 48,980
Change-48,980 (-100%)
Value—
Owlhouse Capital LP
N/A
Shares— from 48,702
Change-48,702 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 48,419
Change-48,419 (-100%)
Value—
ING Groep NV
N/A
Shares— from 47,878
Change-47,878 (-100%)
Value—
Siemens Fonds Invest GmbH
N/A
Shares— from 47,769
Change-47,769 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 47,600
Change-47,600 (-100%)
Value—
Empirical Finance, LLC
N/A
Shares— from 47,331
Change-47,331 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 47,128
Change-47,128 (-100%)
Value—
Boyar Asset Management Inc.
N/A
Shares— from 46,386
Change-46,386 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 45,749
Change-45,749 (-100%)
Value—
LGT Fund Management Co Ltd.
N/A
Shares— from 45,588
Change-45,588 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 45,520
Change-45,520 (-100%)
Value—
AR Asset Management Inc
N/A
Shares— from 45,500
Change-45,500 (-100%)
Value—
Atom Investors LP
N/A
Shares— from 45,430
Change-45,430 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 44,309
Change-44,309 (-100%)
Value—
Caisse DES Depots ET Consignations
N/A
Shares— from 43,912
Change-43,912 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 42,950
Change-42,950 (-100%)
Value—
Newport Trust Company, LLC
N/A
Shares— from 42,930
Change-42,930 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 41,936
Change-41,936 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 41,535
Change-41,535 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 41,465
Change-41,465 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 41,323
Change-41,323 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 41,156
Change-41,156 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 41,017
Change-41,017 (-100%)
Value—
44 Wealth Management LLC
N/A
Shares— from 40,905
Change-40,905 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 40,492
Change-40,492 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 40,451
Change-40,451 (-100%)
Value—
Cedar Wealth Management, LLC
N/A
Shares— from 40,315
Change-40,315 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 40,179
Change-40,179 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 39,417
Change-39,417 (-100%)
Value—
Lombard Odier Asset Management (Switzerland) SA
N/A
Shares— from 39,373
Change-39,373 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 38,915
Change-38,915 (-100%)
Value—
Odyssean, LLC
N/A
Shares— from 38,770
Change-38,770 (-100%)
Value—
Groupama Asset Managment
N/A
Shares— from 38,664
Change-38,664 (-100%)
Value—
Mufg Securities Americas Inc.
N/A
Shares— from 38,662
Change-38,662 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 38,620
Change-38,620 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 38,401
Change-38,401 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 38,311
Change-38,311 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 37,453
Change-37,453 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 37,256
Change-37,256 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 36,198
Change-36,198 (-100%)
Value—
Zurich Insurance Group Ltd
N/A
Shares— from 35,832
Change-35,832 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 35,504
Change-35,504 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 34,381
Change-34,381 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 34,301
Change-34,301 (-100%)
Value—
Securian Asset Management, Inc
N/A
Shares— from 34,151
Change-34,151 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 34,114
Change-34,114 (-100%)
Value—
Kentucky Retirement Systems Insurance Trust Fund
N/A
Shares— from 33,942
Change-33,942 (-100%)
Value—
Bridgefront Capital, LLC
N/A
Shares— from 33,755
Change-33,755 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 33,745
Change-33,745 (-100%)
Value—
Schulhoff & Co Inc
N/A
Shares— from 33,470
Change-33,470 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 33,343
Change-33,343 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 32,786
Change-32,786 (-100%)
Value—
Capital Group Investment Management Pte. Ltd.
N/A
Shares— from 32,149
Change-32,149 (-100%)
Value—
Nicholson Wealth Management Group, LLC
N/A
Shares— from 31,519
Change-31,519 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 31,280
Change-31,280 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 30,996
Change-30,996 (-100%)
Value—
Wahed Invest LLC
N/A
Shares— from 30,552
Change-30,552 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 30,310
Change-30,310 (-100%)
Value—
Auxier Asset Management LLC
N/A
Shares— from 30,283
Change-30,283 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 30,118
Change-30,118 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 30,093
Change-30,093 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 29,657
Change-29,657 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 28,582
Change-28,582 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 28,577
Change-28,577 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 28,574
Change-28,574 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 28,304
Change-28,304 (-100%)
Value—
iSAM Funds (UK) Ltd
N/A
Shares— from 28,000
Change-28,000 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 27,451
Change-27,451 (-100%)
Value—
Stephens Inc
N/A
Shares— from 27,015
Change-27,015 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 26,962
Change-26,962 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 26,810
Change-26,810 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 26,564
Change-26,564 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 26,564
Change-26,564 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 26,453
Change-26,453 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 26,385
Change-26,385 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 26,331
Change-26,331 (-100%)
Value—
Aviso Financial Inc.
N/A
Shares— from 26,330
Change-26,330 (-100%)
Value—
London Co of Virginia
N/A
Shares— from 26,138
Change-26,138 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 26,096
Change-26,096 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 26,063
Change-26,063 (-100%)
Value—
Wallace Capital Management Inc.
N/A
Shares— from 25,697
Change-25,697 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 25,509
Change-25,509 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 25,421
Change-25,421 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 24,866
Change-24,866 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 24,792
Change-24,792 (-100%)
Value—
Quantitative Investment Management, LLC
N/A
Shares— from 24,650
Change-24,650 (-100%)
Value—
T. Rowe Price Investment Management, Inc.
N/A
Shares— from 24,500
Change-24,500 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 24,156
Change-24,156 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 24,020
Change-24,020 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 23,661
Change-23,661 (-100%)
Value—
Citizens & Northern Corp
N/A
Shares— from 23,556
Change-23,556 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 23,539
Change-23,539 (-100%)
Value—
Brooks, Moore & Associates, Inc.
N/A
Shares— from 23,455
Change-23,455 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 22,639
Change-22,639 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 22,627
Change-22,627 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 22,328
Change-22,328 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 22,203
Change-22,203 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 22,171
Change-22,171 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 22,105
Change-22,105 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 21,804
Change-21,804 (-100%)
Value—
First National Advisers, LLC
N/A
Shares— from 21,691
Change-21,691 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 21,469
Change-21,469 (-100%)
Value—
Wulff, Hansen & Co.
N/A
Shares— from 21,450
Change-21,450 (-100%)
Value—
Brandywine Trust Co
N/A
Shares— from 21,323
Change-21,323 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 21,001
Change-21,001 (-100%)
Value—
Weik Capital Management
N/A
Shares— from 20,985
Change-20,985 (-100%)
Value—
Hikari Tsushin, Inc.
N/A
Shares— from 20,898
Change-20,898 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 20,683
Change-20,683 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 20,513
Change-20,513 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 20,458
Change-20,458 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 20,398
Change-20,398 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 20,241
Change-20,241 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 20,199
Change-20,199 (-100%)
Value—
Mediolanum International Funds Ltd
N/A
Shares— from 20,108
Change-20,108 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 19,442
Change-19,442 (-100%)
Value—
New England Asset Management Inc
N/A
Shares— from 19,335
Change-19,335 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 19,233
Change-19,233 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 19,066
Change-19,066 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 18,873
Change-18,873 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 18,757
Change-18,757 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 18,741
Change-18,741 (-100%)
Value—
Aster Capital Management (Difc) Ltd
N/A
Shares— from 18,734
Change-18,734 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 18,593
Change-18,593 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 18,336
Change-18,336 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 18,282
Change-18,282 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 18,258
Change-18,258 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 18,154
Change-18,154 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 17,958
Change-17,958 (-100%)
Value—
Taylor Hoffman Capital Management LLC
N/A
Shares— from 17,704
Change-17,704 (-100%)
Value—
PCB Capital LLC
N/A
Shares— from 17,629
Change-17,629 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 17,026
Change-17,026 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 16,772
Change-16,772 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 16,658
Change-16,658 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 16,449
Change-16,449 (-100%)
Value—
Rodgers Brothers Inc.
N/A
Shares— from 16,385
Change-16,385 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 16,377
Change-16,377 (-100%)
Value—
Dover Advisors, LLC
N/A
Shares— from 16,357
Change-16,357 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 16,203
Change-16,203 (-100%)
Value—
DF Dent & Co Inc
N/A
Shares— from 16,180
Change-16,180 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 16,108
Change-16,108 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 15,720
Change-15,720 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 15,606
Change-15,606 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 15,494
Change-15,494 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 15,484
Change-15,484 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 15,356
Change-15,356 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 15,209
Change-15,209 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 15,192
Change-15,192 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 15,111
Change-15,111 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 15,012
Change-15,012 (-100%)
Value—
Lester Murray Antman dba SimplyRich
N/A
Shares— from 14,942
Change-14,942 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 14,844
Change-14,844 (-100%)
Value—
SIG Brokerage, LP
N/A
Shares— from 14,779
Change-14,779 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 14,699
Change-14,699 (-100%)
Value—
Severin Investments, LLC
N/A
Shares— from 14,571
Change-14,571 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 14,383
Change-14,383 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 14,345
Change-14,345 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 14,293
Change-14,293 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 14,150
Change-14,150 (-100%)
Value—
Planning Alternatives LTD
N/A
Shares— from 14,097
Change-14,097 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 13,986
Change-13,986 (-100%)
Value—
SVB Wealth LLC
N/A
Shares— from 13,698
Change-13,698 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 13,361
Change-13,361 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 13,234
Change-13,234 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 12,979
Change-12,979 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 12,942
Change-12,942 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 12,818
Change-12,818 (-100%)
Value—
Beaton Management Co. Inc.
N/A
Shares— from 12,598
Change-12,598 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 12,583
Change-12,583 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 12,567
Change-12,567 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 12,550
Change-12,550 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 12,202
Change-12,202 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 12,193
Change-12,193 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 12,135
Change-12,135 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 11,970
Change-11,970 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 11,960
Change-11,960 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 11,841
Change-11,841 (-100%)
Value—
Dodge & COX
N/A
Shares— from 11,840
Change-11,840 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 11,816
Change-11,816 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 11,741
Change-11,741 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 11,649
Change-11,649 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 11,587
Change-11,587 (-100%)
Value—
Storen Legacy Partners, LLC
N/A
Shares— from 11,556
Change-11,556 (-100%)
Value—
Prudential PLC
N/A
Shares— from 11,472
Change-11,472 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 11,373
Change-11,373 (-100%)
Value—
SBI Okasan Asset Management Co.Ltd.
N/A
Shares— from 11,300
Change-11,300 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 11,245
Change-11,245 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 11,205
Change-11,205 (-100%)
Value—
Vinva Investment Management Ltd
N/A
Shares— from 11,197
Change-11,197 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 11,106
Change-11,106 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 11,076
Change-11,076 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 11,045
Change-11,045 (-100%)
Value—
Kesler, Norman & Wride, LLC
N/A
Shares— from 11,024
Change-11,024 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 10,979
Change-10,979 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 10,943
Change-10,943 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 10,896
Change-10,896 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 10,805
Change-10,805 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 10,733
Change-10,733 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 10,694
Change-10,694 (-100%)
Value—
Maverick Capital LTD
N/A
Shares— from 10,411
Change-10,411 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 10,261
Change-10,261 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 10,239
Change-10,239 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 10,236
Change-10,236 (-100%)
Value—
Orographic Financial Advisors, LLC
N/A
Shares— from 10,089
Change-10,089 (-100%)
Value—
Encore Global Management, LP
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Quinn Opportunity Partners LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 9,999
Change-9,999 (-100%)
Value—
Z3 Capital Partners, LLC
N/A
Shares— from 9,997
Change-9,997 (-100%)
Value—
Catalyst Financial Partners LLC
N/A
Shares— from 9,979
Change-9,979 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 9,923
Change-9,923 (-100%)
Value—
Old North State Trust, LLC
N/A
Shares— from 9,891
Change-9,891 (-100%)
Value—
Godshalk Welsh Capital Management, Inc.
N/A
Shares— from 9,875
Change-9,875 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 9,854
Change-9,854 (-100%)
Value—
S-Bank Fund Management Ltd
N/A
Shares— from 9,842
Change-9,842 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 9,760
Change-9,760 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 9,719
Change-9,719 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 9,691
Change-9,691 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 9,644
Change-9,644 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 9,636
Change-9,636 (-100%)
Value—
Ossiam
N/A
Shares— from 9,353
Change-9,353 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 9,219
Change-9,219 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 9,211
Change-9,211 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 9,152
Change-9,152 (-100%)
Value—
Catalyst Funds Management Pty Ltd
N/A
Shares— from 9,101
Change-9,101 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 8,969
Change-8,969 (-100%)
Value—
Signet Private Wealth LLC
N/A
Shares— from 8,964
Change-8,964 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 8,908
Change-8,908 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 8,855
Change-8,855 (-100%)
Value—
Natural Investments, LLC
N/A
Shares— from 8,829
Change-8,829 (-100%)
Value—
Skba Capital Management LLC
N/A
Shares— from 8,808
Change-8,808 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 8,704
Change-8,704 (-100%)
Value—
TAGStone Capital, Inc.
N/A
Shares— from 8,687
Change-8,687 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 8,659
Change-8,659 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 8,479
Change-8,479 (-100%)
Value—
PFA Pension, Forsikringsaktieselskab
N/A
Shares— from 8,297
Change-8,297 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 8,243
Change-8,243 (-100%)
Value—
Personal CFO Solutions, LLC
N/A
Shares— from 8,203
Change-8,203 (-100%)
Value—
Sagewood Asset Management LP
N/A
Shares— from 8,200
Change-8,200 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 8,181
Change-8,181 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 8,163
Change-8,163 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 8,152
Change-8,152 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 8,142
Change-8,142 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 8,054
Change-8,054 (-100%)
Value—
Alphadyne Asset Management LP
N/A
Shares— from 8,036
Change-8,036 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 7,960
Change-7,960 (-100%)
Value—
Lionhunter Capital Management, LLC
N/A
Shares— from 7,858
Change-7,858 (-100%)
Value—
Pinnacle West Asset Management, Inc.
N/A
Shares— from 7,845
Change-7,845 (-100%)
Value—
Bank of Nova Scotia Trust Co
N/A
Shares— from 7,830
Change-7,830 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 7,751
Change-7,751 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 7,716
Change-7,716 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 7,713
Change-7,713 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 7,681
Change-7,681 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 7,650
Change-7,650 (-100%)
Value—
Chancellor Financial Group WB LP
N/A
Shares— from 7,607
Change-7,607 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 7,589
Change-7,589 (-100%)
Value—
Stoneridge Investment Partners LLC
N/A
Shares— from 7,563
Change-7,563 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 7,480
Change-7,480 (-100%)
Value—
McElhenny Sheffield Capital Management, LLC
N/A
Shares— from 7,468
Change-7,468 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 7,453
Change-7,453 (-100%)
Value—
Ceeto Capital Group, LLC
N/A
Shares— from 7,401
Change-7,401 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 7,334
Change-7,334 (-100%)
Value—
Wallace Advisory Group, LLC
N/A
Shares— from 7,328
Change-7,328 (-100%)
Value—
Beta Wealth Group, Inc.
N/A
Shares— from 7,327
Change-7,327 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 7,322
Change-7,322 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 7,284
Change-7,284 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 7,213
Change-7,213 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 7,146
Change-7,146 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 7,108
Change-7,108 (-100%)
Value—
BCS Private Wealth Management, Inc.
N/A
Shares— from 7,082
Change-7,082 (-100%)
Value—
Tevis Investment Management
N/A
Shares— from 7,000
Change-7,000 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 6,944
Change-6,944 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 6,907
Change-6,907 (-100%)
Value—
JMN Financial LLC
N/A
Shares— from 6,873
Change-6,873 (-100%)
Value—
Twinbeech Capital LP
N/A
Shares— from 6,852
Change-6,852 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 6,797
Change-6,797 (-100%)
Value—
Maimon Wealth Management Ltd.
N/A
Shares— from 6,617
Change-6,617 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 6,614
Change-6,614 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 6,564
Change-6,564 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 6,561
Change-6,561 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 6,558
Change-6,558 (-100%)
Value—
US Asset Management LLC
N/A
Shares— from 6,473
Change-6,473 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 6,465
Change-6,465 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 6,374
Change-6,374 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 6,351
Change-6,351 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 6,312
Change-6,312 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 6,286
Change-6,286 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 6,284
Change-6,284 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 6,193
Change-6,193 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 6,167
Change-6,167 (-100%)
Value—
Twin Capital Management Inc
N/A
Shares— from 6,129
Change-6,129 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 6,123
Change-6,123 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 6,038
Change-6,038 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 6,017
Change-6,017 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 5,999
Change-5,999 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 5,992
Change-5,992 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 5,988
Change-5,988 (-100%)
Value—
Nwam LLC
N/A
Shares— from 5,944
Change-5,944 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 5,862
Change-5,862 (-100%)
Value—
Sandhill Capital Partners LLC
N/A
Shares— from 5,860
Change-5,860 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 5,856
Change-5,856 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 5,854
Change-5,854 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 5,841
Change-5,841 (-100%)
Value—
Oxford Asset Management LLP
N/A
Shares— from 5,825
Change-5,825 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 5,794
Change-5,794 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 5,732
Change-5,732 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 5,723
Change-5,723 (-100%)
Value—
Summitry LLC
N/A
Shares— from 5,691
Change-5,691 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 5,668
Change-5,668 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 5,650
Change-5,650 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 5,576
Change-5,576 (-100%)
Value—
KDT Advisors, LLC
N/A
Shares— from 5,567
Change-5,567 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 5,549
Change-5,549 (-100%)
Value—
Templeton & Phillips Capital Management, LLC
N/A
Shares— from 5,504
Change-5,504 (-100%)
Value—
Carson Advisory Inc.
N/A
Shares— from 5,461
Change-5,461 (-100%)
Value—
Knollwood Investment Advisory, LLC
N/A
Shares— from 5,405
Change-5,405 (-100%)
Value—
Community Bank, N.A.
N/A
Shares— from 5,400
Change-5,400 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 5,359
Change-5,359 (-100%)
Value—
Bedel Financial Consulting, Inc.
N/A
Shares— from 5,317
Change-5,317 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 5,312
Change-5,312 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 5,305
Change-5,305 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 5,301
Change-5,301 (-100%)
Value—
Centennial Bank
N/A
Shares— from 5,300
Change-5,300 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 5,248
Change-5,248 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 5,215
Change-5,215 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 5,201
Change-5,201 (-100%)
Value—
Defiance ETFs, LLC
N/A
Shares— from 5,196
Change-5,196 (-100%)
Value—
PMG Wealth Management, Inc.
N/A
Shares— from 5,152
Change-5,152 (-100%)
Value—
Joule Financial, LLC
N/A
Shares— from 5,117
Change-5,117 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 5,082
Change-5,082 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 4,975
Change-4,975 (-100%)
Value—
Sompo Asset Management Co., Ltd.
N/A
Shares— from 4,970
Change-4,970 (-100%)
Value—
Allred Capital Management, LLC
N/A
Shares— from 4,956
Change-4,956 (-100%)
Value—
Parvin Asset Management, LLC
N/A
Shares— from 4,950
Change-4,950 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 4,946
Change-4,946 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 4,945
Change-4,945 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 4,942
Change-4,942 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 4,890
Change-4,890 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 4,856
Change-4,856 (-100%)
Value—
Paragon Financial Partners, Inc.
N/A
Shares— from 4,830
Change-4,830 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 4,816
Change-4,816 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 4,815
Change-4,815 (-100%)
Value—
Baker Avenue Asset Management, LP
N/A
Shares— from 4,802
Change-4,802 (-100%)
Value—
Westpac Banking Corp
N/A
Shares— from 4,783
Change-4,783 (-100%)
Value—
Hall Capital Management Co Inc
N/A
Shares— from 4,737
Change-4,737 (-100%)
Value—
Cladis Investment Advisory, LLC
N/A
Shares— from 4,736
Change-4,736 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 4,730
Change-4,730 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 4,692
Change-4,692 (-100%)
Value—
FOX RUN Management, L.L.C.
N/A
Shares— from 4,653
Change-4,653 (-100%)
Value—
Alan B Lancz & Associates, Inc.
N/A
Shares— from 4,650
Change-4,650 (-100%)
Value—
Boyd Watterson Asset Management LLC
N/A
Shares— from 4,642
Change-4,642 (-100%)
Value—
Earned Wealth Advisors, LLC
N/A
Shares— from 4,619
Change-4,619 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 4,496
Change-4,496 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 4,484
Change-4,484 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 4,480
Change-4,480 (-100%)
Value—
Hayek Kallen Investment Management
N/A
Shares— from 4,472
Change-4,472 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 4,456
Change-4,456 (-100%)
Value—
Bowen Hanes & Co Inc
N/A
Shares— from 4,445
Change-4,445 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 4,418
Change-4,418 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 4,416
Change-4,416 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 4,414
Change-4,414 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 4,409
Change-4,409 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 4,408
Change-4,408 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 4,401
Change-4,401 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 4,393
Change-4,393 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 4,338
Change-4,338 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 4,305
Change-4,305 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 4,288
Change-4,288 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 4,287
Change-4,287 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 4,277
Change-4,277 (-100%)
Value—
Advocacy Wealth Management, LLC
N/A
Shares— from 4,271
Change-4,271 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 4,268
Change-4,268 (-100%)
Value—
Simmons Bank
N/A
Shares— from 4,207
Change-4,207 (-100%)
Value—
Marco Investment Management LLC
N/A
Shares— from 4,201
Change-4,201 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 4,084
Change-4,084 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 4,075
Change-4,075 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 4,061
Change-4,061 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 4,047
Change-4,047 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 4,028
Change-4,028 (-100%)
Value—
nVerses Capital, LLC
N/A
Shares— from 4,015
Change-4,015 (-100%)
Value—
Hemenway Trust Co LLC
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 3,994
Change-3,994 (-100%)
Value—
First National Bank & Trust Co of Newtown
N/A
Shares— from 3,978
Change-3,978 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 3,936
Change-3,936 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 3,913
Change-3,913 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 3,909
Change-3,909 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 3,900
Change-3,900 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 3,858
Change-3,858 (-100%)
Value—
Kinloch Capital, LLC
N/A
Shares— from 3,854
Change-3,854 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 3,819
Change-3,819 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 3,793
Change-3,793 (-100%)
Value—
Diamant Asset Management, Inc.
N/A
Shares— from 3,788
Change-3,788 (-100%)
Value—
Channel Wealth LLC
N/A
Shares— from 3,785
Change-3,785 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 3,764
Change-3,764 (-100%)
Value—
Optas, LLC
N/A
Shares— from 3,754
Change-3,754 (-100%)
Value—
Partners in Financial Planning
N/A
Shares— from 3,707
Change-3,707 (-100%)
Value—
Winthrop Partners - WNY, LLC
N/A
Shares— from 3,700
Change-3,700 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 3,665
Change-3,665 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 3,607
Change-3,607 (-100%)
Value—
Trillium Asset Management, LLC
N/A
Shares— from 3,603
Change-3,603 (-100%)
Value—
Cornerstone Advisory, LLC
N/A
Shares— from 3,571
Change-3,571 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 3,565
Change-3,565 (-100%)
Value—
Toews Corp
N/A
Shares— from 3,559
Change-3,559 (-100%)
Value—
Sunflower Bank, N.A.
N/A
Shares— from 3,551
Change-3,551 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 3,528
Change-3,528 (-100%)
Value—
Staley Capital Advisers Inc
N/A
Shares— from 3,524
Change-3,524 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 3,506
Change-3,506 (-100%)
Value—
Cyber Hornet ETFs LLC
N/A
Shares— from 3,494
Change-3,494 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 3,420
Change-3,420 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 3,415
Change-3,415 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 3,317
Change-3,317 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 3,250
Change-3,250 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 3,236
Change-3,236 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 3,234
Change-3,234 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 3,197
Change-3,197 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 3,180
Change-3,180 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 3,179
Change-3,179 (-100%)
Value—
Clearstead Trust, LLC
N/A
Shares— from 3,090
Change-3,090 (-100%)
Value—
Knott David M Jr
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Swiss RE LTD
N/A
Shares— from 2,898
Change-2,898 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 2,837
Change-2,837 (-100%)
Value—
CNB Bank
N/A
Shares— from 2,821
Change-2,821 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 2,783
Change-2,783 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 2,779
Change-2,779 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 2,688
Change-2,688 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 2,424
Change-2,424 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 2,406
Change-2,406 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 2,272
Change-2,272 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 2,049
Change-2,049 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 2,040
Change-2,040 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 2,008
Change-2,008 (-100%)
Value—
Hurricane Capital Advisors LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Core Alternative Capital
N/A
Shares— from 1,959
Change-1,959 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 1,900
Change-1,900 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 1,900
Change-1,900 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 1,871
Change-1,871 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 1,824
Change-1,824 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 1,778
Change-1,778 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 1,709
Change-1,709 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 1,593
Change-1,593 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 1,592
Change-1,592 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 1,589
Change-1,589 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 1,511
Change-1,511 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 1,473
Change-1,473 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 1,469
Change-1,469 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 1,426
Change-1,426 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 1,409
Change-1,409 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
Silvant Capital Management LLC
N/A
Shares— from 1,368
Change-1,368 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 1,366
Change-1,366 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 1,296
Change-1,296 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 1,293
Change-1,293 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 1,257
Change-1,257 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 1,111
Change-1,111 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 1,085
Change-1,085 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 1,081
Change-1,081 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 1,073
Change-1,073 (-100%)
Value—
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
N/A
Shares— from 1,042
Change-1,042 (-100%)
Value—
Pingora Partners LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Gladstone Capital Management LLP
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 991
Change-991 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 963
Change-963 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 954
Change-954 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 940
Change-940 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 937
Change-937 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 925
Change-925 (-100%)
Value—
Stance Capital LLC
N/A
Shares— from 925
Change-925 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 922
Change-922 (-100%)
Value—
Motco
N/A
Shares— from 883
Change-883 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 870
Change-870 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 870
Change-870 (-100%)
Value—
Quarry LP
N/A
Shares— from 846
Change-846 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 833
Change-833 (-100%)
Value—
Lummis Asset Management, LP
N/A
Shares— from 825
Change-825 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 820
Change-820 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 710
Change-710 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 701
Change-701 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 642
Change-642 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 626
Change-626 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 616
Change-616 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 607
Change-607 (-100%)
Value—
S&T Bank
N/A
Shares— from 590
Change-590 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 561
Change-561 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 541
Change-541 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 521
Change-521 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 495
Change-495 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 452
Change-452 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 445
Change-445 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 443
Change-443 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 441
Change-441 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 438
Change-438 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 433
Change-433 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 431
Change-431 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 420
Change-420 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 417
Change-417 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 411
Change-411 (-100%)
Value—
OFI Invest Asset Management
N/A
Shares— from 408
Change-408 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 352
Change-352 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 351
Change-351 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 336
Change-336 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 320
Change-320 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 317
Change-317 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 310
Change-310 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 304
Change-304 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 304
Change-304 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 302
Change-302 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 300
Change-300 (-100%)
Value—
Strategic Wealth Advisors LLC
N/A
Shares— from 298
Change-298 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 288
Change-288 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 274
Change-274 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 253
Change-253 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 248
Change-248 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 240
Change-240 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 233
Change-233 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 230
Change-230 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 222
Change-222 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 219
Change-219 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 215
Change-215 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 214
Change-214 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 210
Change-210 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 207
Change-207 (-100%)
Value—
BankPlus Trust Department
N/A
Shares— from 206
Change-206 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 184
Change-184 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 176
Change-176 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 172
Change-172 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 168
Change-168 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 158
Change-158 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 152
Change-152 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 141
Change-141 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 139
Change-139 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 138
Change-138 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 134
Change-134 (-100%)
Value—
Cetera Trust Company, N.a
N/A
Shares— from 134
Change-134 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 132
Change-132 (-100%)
Value—
1248 Management, LLC
N/A
Shares— from 122
Change-122 (-100%)
Value—
Bard Associates Inc
N/A
Shares— from 122
Change-122 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 121
Change-121 (-100%)
Value—
Morgan Dempsey Capital Management LLC
N/A
Shares— from 114
Change-114 (-100%)
Value—
Swisher Financial Concepts, Inc.
N/A
Shares— from 109
Change-109 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 108
Change-108 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 105
Change-105 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 97
Change-97 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 93
Change-93 (-100%)
Value—
Clal Insurance Enterprises Holdings Ltd
N/A
Shares— from 91
Change-91 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 87
Change-87 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 76
Change-76 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 74
Change-74 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 71
Change-71 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 67
Change-67 (-100%)
Value—
Broadwater Capital Management LLC
N/A
Shares— from 59
Change-59 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 44
Change-44 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 43
Change-43 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 16
Change-16 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 10
Change-10 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 8
Change-8 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 6
Change-6 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Evolution Advisers, Inc.
N/A
Shares— from 4
Change-4 (-100%)
Value—
Ross\johnson & Associates LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
Dimensional Fund Advisors LP
INCREASED10,559,8629,617,416+942,446+10%$556.5M$610.7M+$54.2M2026-11-04
Bank of New York Mellon Corp
INCREASED8,329,7838,023,098+306,685+4%$464.1M$481.6M+$17.6M2026-11-05
Bahl & Gaynor LLC
DECREASED4,003,9514,060,187-56,236-1%$234.8M$231.5M-$3.3M2026-11-05
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED3,461,2263,248,216+213,010+7%$187.9M$200.1M+$12.3M2026-11-05
DekaBank Deutsche Girozentrale
INCREASED3,167,0222,545,820+621,202+24%$145.2K$187.7K+$42.6K2026-10-27
Guinness Asset Management LTD
DECREASED3,143,9383,262,991-119,053-4%$188.7M$181.8M-$6.9M2026-11-05
Sumitomo Mitsui Trust Group, Inc.
DECREASED2,964,2023,031,848-67,646-2%$175.4M$171.4M-$4.0M2026-10-29
Citigroup Inc
INCREASED2,344,4622,230,365+114,097+5%$129.0M$135.6M+$6.6M2026-11-04
Lindsell Train Ltd
DECREASED2,281,0672,565,453-284,386-11%$148.4M$145.9M-$2.5M2026-11-02
Confluence Investment Management LLC
DECREASED1,965,9852,044,332-78,347-4%$118.2M$113.7M-$4.6M2026-10-01
AGF Management LTD
INCREASED1,648,6871,642,168+6,519+0%$95.0M$95.3M+$344.1K2026-11-03
Cincinnati Financial Corp
UNCHANGED1,448,0001,448,00000%$83.8M$83.7M-$29.0K2026-11-03
ProShare Advisors LLC
INCREASED1,436,1111,392,953+43,158+3%$80.6M$83.0M+$2.5M2026-10-29
Principal Financial Group Inc
DECREASED1,390,4741,507,443-116,969-8%$87.2M$80.4M-$6.8M2026-11-02
Allspring Global Investments Holdings, LLC
DECREASED1,354,0261,495,388-141,362-9%$88.8M$78.2M-$10.5M2026-11-04
Cincinnati Insurance Co
UNCHANGED1,159,5001,159,50000%$67.1M$67.0M-$23.2K2026-11-03
Neos Investment Management LLC
INCREASED1,091,928974,207+117,721+12%$56.3M$63.1M+$6.8M2026-11-04
Quilter Plc
DECREASED1,053,4431,053,766-3230%$60.9M$60.9M-$39.8K2026-10-21
MacKenzie Financial Corp
INCREASED1,043,2081,006,957+36,251+4%$58.2M$60.3M+$2.1M2026-11-02
US Bancorp \de\
DECREASED1,026,9981,054,294-27,296-3%$61.0M$59.4M-$1.6M2026-11-05
Retirement Systems of Alabama
INCREASED938,958870,470+68,488+8%$50.3M$54.3M+$3.9M2026-11-04
Mirae Asset Global Investments Co., Ltd.
INCREASED905,135800,148+104,987+13%$46.3M$52.3M+$6.1M2026-11-03
CIBC Asset Management Inc
INCREASED901,534882,212+19,322+2%$51.0M$52.1M+$1.2M2026-11-05
Swedbank AB
INCREASED880,557854,161+26,396+3%$49.4M$50.9M+$1.5M2026-10-27
New York State Teachers Retirement System
DECREASED867,054901,354-34,300-4%$52.1M$50.1K-$52.1M2026-10-22
Compagnie Lombard Odier SCmA
INCREASED789,426781,670+7,756+1%$45.2M$45.6M+$432.8K2026-11-04
ZWJ Investment Counsel Inc
INCREASED754,487711,369+43,118+6%$41.1M$43.6M+$2.5M2026-10-15
Truist Financial Corp
INCREASED738,405692,717+45,688+7%$40.1M$42.7M+$2.6M2026-10-30
Fifth Third Bancorp
INCREASED718,886717,422+1,464+0%$41.5M$41.6M+$70.3K2026-11-05
Lazard Freres Gestion S.A.S.
DECREASED715,039765,830-50,791-7%$44.3M$41.3K-$44.3M2026-11-03
Asset Management One Co., Ltd.
INCREASED688,158666,041+22,117+3%$38.5M$39.8M+$1.3M2026-10-27
Conning Inc.
INCREASED640,225605,363+34,862+6%$35.0M$37.0M+$2.0M2026-10-27
Corda Investment Management, Llc.
INCREASED624,754619,259+5,495+1%$35.8M$36.1M+$305.4K2026-10-22
Vaughan David Investments LLC
INCREASED622,936613,894+9,042+1%$35.5M$36.0K-$35.5M2026-11-05
Gateway Investment Advisers LLC
DECREASED599,315599,506-1910%$34.7M$34.7M-$23.0K2026-10-13
Regions Financial Corp
DECREASED575,547604,442-28,895-5%$35.0M$33.3M-$1.7M2026-11-05
KBC Group NV
DECREASED560,188586,357-26,169-4%$33.9M$32.4K-$33.9M2026-10-22
Pictet Asset Management Holding SA
DECREASED557,399561,762-4,363-1%$32.5M$32.2M-$263.5K2026-11-03
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED548,692646,180-97,488-15%$37.4M$31.7M-$5.6M2026-10-15
Creative Planning
DECREASED505,580510,815-5,235-1%$29.5M$29.2M-$312.9K2026-11-02
Exchange Traded Concepts, LLC
INCREASED504,275243,087+261,188+107%$14.1M$29.2M+$15.1M2026-10-28
Daiwa Securities Group Inc.
INCREASED447,984447,760+224+0%$25.9M$25.9M+$4.0K2026-10-29
Deprince Race & Zollo Inc
DECREASED430,326636,758-206,432-32%$36.8M$24.9M-$11.9M2026-10-13
Factory Mutual Insurance Co
DECREASED424,250426,000-1,7500%$24.6M$24.5M-$109.7K2026-10-30
Nisa Investment Advisors, LLC
INCREASED422,066415,191+6,875+2%$24.2M$24.6M+$401.5K2026-10-20
State of New Jersey Common Pension Fund D
INCREASED411,297410,576+721+0%$23.7M$23.8M+$33.5K2026-11-05
Calamos Advisors LLC
INCREASED408,080399,824+8,256+2%$23.1M$23.6M+$469.4K2026-11-02
Old Republic International Corp
DECREASED406,100414,100-8,000-2%$24.0K$23.5K-$5312026-10-26
Douglas Lane & Associates, LLC
INCREASED386,091281,756+104,335+37%$16.3M$22.3M+$6.0M2026-10-09
Czech National Bank
INCREASED366,714365,376+1,338+0%$21.1M$21.2M+$70.1K2026-10-13
Achmea Investment Management B.V.
NEW359,256—+359,256——$20.8M—2026-10-30
Arizona State Retirement System
INCREASED355,907355,688+219+0%$20.6M$20.6M+$5.5K2026-11-03
Wealth Enhancement Advisory Services, LLC
DECREASED354,051460,102-106,051-23%$26.2M$20.7M-$5.5M2026-10-13
Swiss Life Asset Management Ltd
INCREASED347,610207,689+139,921+67%$12.0M$20.1M+$8.1M2026-11-03
SEB Asset Management AB
INCREASED343,128340,615+2,513+1%$19.7M$19.8M+$138.5K2026-11-04
Rakuten Investment Management, Inc.
INCREASED341,290310,127+31,163+10%$18.7M$20.2M+$1.6M2026-10-30
Clifford Swan Investment Counsel LLC
INCREASED341,011340,466+545+0%$19.7M$19.7M+$24.7K2026-11-05
TD Waterhouse Canada Inc.
DECREASED334,516350,553-16,037-5%$20.8M$19.3M-$1.5M2026-10-16
Stack Financial Management, Inc
DECREASED329,536330,702-1,1660%$19.1M$19.1M-$74.1K2026-11-02
Jefferies Financial Group Inc.
DECREASED328,016360,404-32,388-9%$20.8M$19.0M-$1.9M2026-11-05
Badgley Phelps Wealth Managers, LLC
INCREASED326,310326,098+212+0%$19.0M$19.0M+$11.0K2026-10-22
Strs Ohio
DECREASED325,627349,416-23,789-7%$20.2M$18.8M-$1.4M2026-10-30
State of Michigan Retirement System
DECREASED320,670328,670-8,000-2%$19.0M$18.5M-$469.1K2026-10-27
IFM Investors Pty Ltd
INCREASED304,580296,581+7,999+3%$17.2M$17.6M+$456.6K2026-10-14
Crossmark Global Holdings, Inc.
INCREASED304,210292,984+11,226+4%$16.9M$17.6M+$643.2K2026-10-21
Cantor Fitzgerald Investment Advisors L.P.
INCREASED296,156288,847+7,309+3%$16.7M$17.1M+$416.8K2026-10-21
Commonwealth Equity Services, LLC
DECREASED291,316331,099-39,783-12%$19.2M$16.8M-$2.3M2026-11-02
Greenleaf Trust
DECREASED283,524291,982-8,458-3%$16.9M$16.4M-$494.9K2026-10-29
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED281,980283,523-1,543-1%$16.4M$16.3M-$94.9K2026-11-03
PensionDanmark Pensionsforsikringsaktieselskab
INCREASED277,560217,510+60,050+28%$12.6M$16.0M+$3.5M2026-10-19
Davenport & Co LLC
INCREASED273,223242,419+30,804+13%$14.0M$15.8M+$1.8M2026-10-14
M&G Plc
DECREASED265,980269,080-3,100-1%$15.6M$15.4M-$179.8K2026-11-04
Ethic Inc.
INCREASED260,424235,350+25,074+11%$13.6M$15.1M+$1.4M2026-11-03
Associated Banc-Corp
DECREASED255,596316,811-61,215-19%$18.3M$14.8M-$3.5M2026-10-30
Bourgeon Capital Management LLC
INCREASED254,222244,600+9,622+4%$14.1M$14.7M+$551.5K2026-10-19
GF Fund Management Co. Ltd.
DECREASED253,751259,233-5,482-2%$15.0M$14.7M-$322.2K2026-10-26
Xponance LLC
INCREASED249,382228,925+20,457+9%$13.2M$14.4M+$1.2M2026-11-03
Henshaw Capital LLC
UNCHANGED245,000245,00000%$14.2M$14.2M-$4.9K2026-11-03
Villere ST Denis J & Co LLC
DECREASED243,721277,131-33,410-12%$16.0M$14.1M-$1.9M2026-11-04
Robeco Institutional Asset Management B.V.
INCREASED239,83849,394+190,444+386%$2.9M$13.9M+$11.0M2026-10-20
Amalgamated Bank
DECREASED217,883225,559-7,676-3%$13.0M$12.6K-$13.0M2026-10-23
Washington Trust Co
DECREASED210,628210,676-480%$12.2M$12.2M-$7.0K2026-10-22
Assetmark, Inc
INCREASED206,773189,383+17,390+9%$11.0M$12.0M+$1.0M2026-10-21
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED205,704196,305+9,399+5%$11.4M$11.9M+$539.5K2026-10-20
Tctc Holdings, LLC
DECREASED202,460202,613-1530%$11.7M$11.7M-$12.9K2026-11-02
King Luther Capital Management Corp
DECREASED195,679208,890-13,211-6%$12.1M$11.3M-$768.0K2026-11-05
Community Trust & Investment Co
INCREASED195,269192,141+3,128+2%$11.1M$11.3M+$177.0K2026-10-15
New York Life Investment Management LLC
DECREASED190,571191,964-1,393-1%$11.1M$11.0M-$84.4K2026-11-04
Bank Pictet & Cie (Europe) AG
DECREASED188,154207,292-19,138-9%$12.0M$10.9M-$1.1M2026-10-20
Addenda Capital Inc.
INCREASED182,141170,606+11,535+7%$9.9M$10.6M+$671.5K2026-10-13
Nippon Life Global Investors Americas, Inc.
DECREASED179,070228,650-49,580-22%$13.3M$10.4M-$2.9M2026-10-29
Keybank National Association
DECREASED177,624198,833-21,209-11%$11.5M$10.3M-$1.2M2026-11-04
Franklin Street Advisors Inc
INCREASED176,608155,519+21,089+14%$9.0M$10.2M+$1.2M2026-10-13
Covea Finance
DECREASED175,580222,380-46,800-21%$12.9M$10.2M-$2.7M2026-10-21
LEE Danner & Bass Inc
DECREASED175,567179,785-4,218-2%$10.4M$10.2M-$247.5K2026-10-27
Farmers & Merchants Investments Inc
DECREASED174,393176,009-1,616-1%$10.2M$10.1M-$97.0K2026-10-22
First Fiduciary Investment Counsel, Inc.
DECREASED174,362177,302-2,940-2%$10.3M$10.1K-$10.2M2026-10-27
Avanza Fonder AB
INCREASED171,871160,087+11,784+7%$9.3M$9.9M+$678.1K2026-10-13
Foster Victor Wealth Advisors, LLC
INCREASED169,068160,641+8,427+5%$9.4M$10.7M+$1.3M2026-10-21
Fisher Funds Management LTD
INCREASED168,040153,840+14,200+9%$8.9M$9.7M+$818.0K2026-10-13
Univest Financial Corp
INCREASED164,192148,902+15,290+10%$8.6M$9.5M+$881.1K2026-11-05
ABN Amro Investment Solutions
INCREASED163,061125,987+37,074+29%$7.3M$9.4M+$2.1M2026-10-21
Saybrook Capital
DECREASED162,900163,150-2500%$9.4M$9.4M-$17.7K2026-10-27
UniSuper Management Pty Ltd
INCREASED161,369141,969+19,400+14%$8.2M$9.3M+$1.1M2026-10-26
Heritage Investors Management Corp
DECREASED159,970160,465-4950%$9.3M$9.2K-$9.3M2026-10-29
Yousif Capital Management, LLC
INCREASED159,801119,429+40,372+34%$6.9M$9.2M+$2.3M2026-10-22
Cambridge Investment Research Advisors, Inc.
INCREASED159,164158,385+779+0%$9.2M$9.2K-$9.2M2026-11-02
Candriam S.C.A.
DECREASED159,024236,094-77,070-33%$13.6M$9.2M-$4.4M2026-11-03
Oregon Public Employees Retirement Fund
DECREASED156,913157,813-900-1%$9.1M$9.1M-$55.2K2026-10-30
B. Metzler seel. Sohn & Co. AG
DECREASED154,409155,180-7710%$9.0M$8.9M-$47.7K2026-10-30
Waters Parkerson & Co., LLC
INCREASED154,297145,697+8,600+6%$8.4M$8.9M+$494.3K2026-11-04
State of Alaska, Department of Revenue
DECREASED154,004158,878-4,874-3%$9.2M$8.9K-$9.2M2026-10-15
Bryn Mawr Trust Advisors, LLC
DECREASED152,179156,048-3,869-2%$9.0M$8.8M-$226.8K2026-11-04
Verde Servicos Internacionais S.A.
NEW150,309—+150,309——$8.7K—2026-10-26
iA Global Asset Management Inc.
DECREASED146,281153,342-7,061-5%$8.9M$8.5K-$8.9M2026-10-29
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED143,761144,927-1,166-1%$8.4M$8.3M-$70.3K2026-11-03
Louisiana State Employees Retirement System
DECREASED143,300148,100-4,800-3%$8.6M$8.3M-$280.5K2026-10-20
Mattern Capital Management, LLC
INCREASED142,820142,795+25+0%$8.3M$8.3M-$1.4K2026-11-02
Moody Lynn Lieberson & Walker, LLC
INCREASED139,542138,306+1,236+1%$8.0M$8.1M+$68.7K2026-10-14
Atria Investments, Inc
INCREASED137,342109,993+27,349+25%$6.4M$7.9M+$1.6M2026-10-15
Azzad Asset Management Inc
INCREASED133,896127,618+6,278+5%$7.4M$7.7M+$360.4K2026-11-04
Foyston, Gordon & Payne Inc
DECREASED133,803156,639-22,836-15%$9.2M$7.7M-$1.4M2026-11-02
Tritonpoint Wealth, LLC
DECREASED132,960137,268-4,308-3%$7.9M$7.7M-$251.8K2026-10-19
Camden National Bank
DECREASED131,833132,066-2330%$7.6M$7.6M-$16.1K2026-11-02
Mutual of America Capital Management LLC
DECREASED130,696132,347-1,651-1%$7.7M$7.6M-$98.1K2026-10-23
Parthenon LLC
DECREASED127,423134,998-7,575-6%$7.8M$7.4M-$440.7K2026-10-22
Mather Group, Llc.
INCREASED125,60771,063+54,544+77%$4.1M$7.3M+$3.2M2026-10-14
Meyer Handelman Co
DECREASED123,571135,139-11,568-9%$7.8M$7.1M-$671.6K2026-10-28
Thrivent Financial for Lutherans
DECREASED119,683120,448-765-1%$7.0M$6.9K-$7.0M2026-11-05
TD Private Client Wealth LLC
INCREASED119,01898,061+20,957+21%$5.7M$6.9M+$1.2M2026-10-28
HB Wealth Management, LLC
DECREASED113,786113,872-860%$6.6M$6.6M-$7.2K2026-10-23
Middleton & Co Inc
DECREASED112,332122,026-9,694-8%$7.1M$6.5M-$562.9K2026-10-23
Toth Financial Advisory Corp
DECREASED110,321111,780-1,459-1%$6.5M$6.4M-$86.6K2026-10-08
M. Kraus & Co
DECREASED108,443110,464-2,021-2%$6.4M$6.3M-$119.1K2026-10-20
Salem Investment Counselors Inc
INCREASED105,118103,449+1,669+2%$6.0M$6.1M+$96.5K2026-10-13
Cincinnati Specialty Underwriters Insurance Co
UNCHANGED104,700104,70000%$6.1M$6.1M-$2.1K2026-11-03
Hennessy Advisors Inc
UNCHANGED103,400103,40000%$6.0M$6.0M-$2.1K2026-10-28
Nicholas Company, Inc.
UNCHANGED100,196100,19600%$5.8M$5.8M-$2.0K2026-11-05
Tufton Capital Management
DECREASED100,084101,380-1,296-1%$5.9M$5.8K-$5.9M2026-10-20
Gulf International Bank (UK) Ltd
UNCHANGED98,07498,07400%$5.7M$5.7K-$5.7M2026-10-20
Wilmington Savings Fund Society, FSB
DECREASED96,900101,937-5,037-5%$5.9M$5.6M-$293.3K2026-10-23
Kennon-Green & Company, LLC
INCREASED96,38691,688+4,698+5%$5.3M$5.6M+$269.8K2026-10-05
Ag2r LA Mondiale Gestion D'actifs
INCREASED95,62057,927+37,693+65%$3.4M$5.5M+$2.2M2026-10-26
Prospera Financial Services Inc
INCREASED95,52219,441+76,081+391%$1.1M$6.2M+$5.1M2026-11-04
Bokf, NA
INCREASED94,72874,754+19,974+27%$4.3M$5.5M+$1.2M2026-10-27
Profund Advisors LLC
DECREASED94,689102,925-8,236-8%$6.0M$5.5M-$478.3K2026-10-29
Lido Advisors, LLC
INCREASED90,65883,216+7,442+9%$4.9M$5.2M+$387.7K2026-11-04
Allen Investment Management, LLC
UNCHANGED88,85588,85500%$5.1M$5.1M-$1.8K2026-11-03
Pavion Blue Capital, LLC
INCREASED87,73887,736+20%$5.1M$5.1M-$1.6K2026-11-05
Alpha Omega Wealth Management LLC
INCREASED86,80381,092+5,711+7%$4.7M$5.0M+$328.6K2026-10-23
Illinois Municipal Retirement Fund
INCREASED86,77862,818+23,960+38%$3.6M$5.0M+$1.4M2026-11-05
Apollon Wealth Management, LLC
DECREASED86,65589,452-2,797-3%$5.2M$5.0M-$163.5K2026-10-23
Kestra Advisory Services, LLC
INCREASED84,77976,917+7,862+10%$4.4M$4.9M+$453.1K2026-11-02
Deane Retirement Strategies, Inc.
DECREASED82,22782,580-3530%$4.8M$4.8M-$24.5K2026-10-09
Masterinvest Kapitalanlage GmbH
INCREASED81,01950,001+31,018+62%$2.9M$4.7M+$1.8M2026-11-03
Pinnacle Associates LTD
INCREASED80,79180,494+297+0%$4.7M$4.7M+$15.6K2026-10-20
Concurrent Investment Advisors, LLC
INCREASED80,06177,724+2,337+3%$4.5M$4.6M+$133.6K2026-10-16
Maryland State Retirement & Pension System
INCREASED79,61268,922+10,690+16%$4.0M$4.6M+$616.7K2026-11-05
TritonPoint Partners, LLC
DECREASED79,531147,231-67,700-46%$8.6M$4.6M-$3.9M2026-11-05
Grandfield & Dodd, LLC
DECREASED78,57980,201-1,622-2%$4.6M$4.5M-$95.4K2026-10-29
Choreo, LLC
DECREASED78,42279,602-1,180-1%$4.6M$4.5M-$69.9K2026-10-28
J.W. Cole Advisors, Inc.
INCREASED75,95773,913+2,044+3%$4.3M$4.4M+$116.7K2026-11-05
Bailard, Inc.
DECREASED75,26575,791-526-1%$4.4M$4.4M-$31.9K2026-10-13
Inspire Investing, LLC
INCREASED74,95074,512+438+1%$4.3M$4.3M+$23.8K2026-10-22
Vontobel Holding Ltd.
DECREASED74,35677,845-3,489-4%$4.5M$4.3M-$203.3K2026-10-16
Flossbach VON Storch SE
DECREASED73,58675,386-1,800-2%$4.4M$4.3M-$105.6K2026-10-28
Trust Co of Vermont
DECREASED70,37571,765-1,390-2%$4.2M$4.1M-$81.8K2026-10-21
Hartford Investment Management Co
DECREASED68,38471,014-2,630-4%$4.1M$4.0M-$153.5K2026-11-04
Modera Wealth Management, LLC
DECREASED65,66667,594-1,928-3%$3.9M$3.8M-$112.8K2026-10-28
Fideuram Asset Management (Ireland) dac
INCREASED65,56231,282+34,280+110%$1.9M$4.0M+$2.1M2026-10-29
Portside Wealth Group, LLC
INCREASED64,23563,502+733+1%$3.7M$3.7M+$41.1K2026-10-20
New Mexico Educational Retirement Board
UNCHANGED63,82663,82600%$3.7M$3.7K-$3.7M2026-11-05
Value Partners Investments Inc.
UNCHANGED63,50063,50000%$3.7M$3.7M+$7.0K2026-10-19
BI Asset Management Fondsmaeglerselskab A/S
DECREASED61,93662,511-575-1%$3.6M$3.6K-$3.6M2026-10-22
Crestwood Advisors Group, LLC
DECREASED61,56564,056-2,491-4%$3.7M$3.6M-$145.3K2026-10-27
American Assets Investment Management, LLC
UNCHANGED61,01061,01000%$3.5M$3.5M-$1.2K2026-10-30
Glenview Trust Co
INCREASED60,90857,311+3,597+6%$3.3M$3.5M+$206.8K2026-10-28
Praxis Investment Management Inc
UNCHANGED60,06360,06300%$3.5M$3.5K-$3.5M2026-11-03
Oppenheimer & Co Inc
INCREASED59,18949,679+9,510+19%$2.9M$3.4M+$548.9K2026-10-26
Ashton Thomas Private Wealth, LLC
DECREASED58,49359,159-666-1%$3.4M$3.4M-$39.7K2026-11-03
Stablepoint Partners, LLC
INCREASED58,11553,019+5,096+10%$3.1M$3.4M+$293.6K2026-11-03
Vise Technologies, Inc.
INCREASED57,84655,112+2,734+5%$3.2M$3.3M+$156.9K2026-10-29
Globalt Investments LLC / GA
DECREASED57,18559,193-2,008-3%$3.4M$3.3M-$117.3K2026-10-27
Parallel Advisors, LLC
DECREASED57,12763,437-6,310-10%$3.7M$3.3M-$366.1K2026-11-03
D.A. Davidson & Co.
INCREASED56,66155,876+785+1%$3.2M$3.3M+$44.3K2026-10-28
Wesbanco Bank Inc
DECREASED55,91968,039-12,120-18%$3.9M$3.2M-$702.1K2026-11-04
Florida Trust Wealth Management Co
DECREASED54,90556,868-1,963-3%$3.3M$3.2M-$114.6K2026-11-05
Cullen T Bankers, Inc.
INCREASED52,89949,657+3,242+7%$2.9M$3.1M+$186.5K2026-10-28
Kornitzer Capital Management Inc
DECREASED51,29953,351-2,052-4%$3.1M$3.0M-$119.7K2026-11-03
Plato Investment Management Ltd
DECREASED50,18350,222-390%$2.9M$2.9M+$25.0K2026-11-05
Rossmore Private Capital
INCREASED49,58149,081+500+1%$2.9M$2.9M+$29.2K2026-10-27
Jacobs & Co
DECREASED49,26561,232-11,967-20%$3.5K$2.8K-$6932026-10-09
Laurion Capital Management LP
NEW49,098—+49,098——$2.8M—2026-10-30
Central Trust Co
DECREASED48,90149,250-349-1%$2.8M$2.8M-$21.2K2026-11-05
Lineweaver Wealth Advisors, LLC
INCREASED48,60644,676+3,930+9%$2.6M$2.8M+$226.3K2026-10-13
Mitchell & Pahl Private Wealth, LLC
INCREASED48,57046,968+1,602+3%$2.7M$2.8M+$91.7K2026-10-14
Tokio Marine Asset Management Co LTD
INCREASED48,28943,911+4,378+10%$2.5M$2.8M+$252.3K2026-10-26
Sky Investment Group LLC
INCREASED47,67746,976+701+1%$2.7M$2.8M+$39.6K2026-10-30
Wedbush Securities Inc
INCREASED47,54246,646+896+2%$2.7M$2.7K-$2.7M2026-10-22
CFM Wealth Partners LLC
UNCHANGED47,08847,08800%$2.7M$2.7M-$9422026-11-05
Highland Capital Management, LLC
DECREASED47,07549,386-2,311-5%$2.9M$2.7M-$134.6K2026-10-26
SP Asset Management LLC
DECREASED46,86450,335-3,471-7%$2.9M$2.7M-$201.7K2026-11-05
Norden Group LLC
INCREASED46,85446,278+576+1%$2.7M$2.7M+$32.4K2026-10-20
Perennial Advisors, LLC
INCREASED46,82045,866+954+2%$2.7M$2.7M+$54.3K2026-10-13
Penobscot Investment Management Company, Inc.
DECREASED45,13745,167-300%$2.6M$2.6M-$2.6K2026-10-26
Alps Advisors Inc
INCREASED44,55444,393+161+0%$2.6M$2.6M+$8.4K2026-11-03
Parsons Capital Management Inc
DECREASED44,33555,690-11,355-20%$3.2M$2.6M-$657.7K2026-10-28
Apella Capital, LLC
INCREASED44,23239,515+4,717+12%$2.4M$2.6M+$246.9K2026-10-08
StoneX Group Inc.
INCREASED44,16538,957+5,208+13%$2.3M$2.6M+$309.9K2026-11-03
Costello Asset Management, Inc
DECREASED43,85044,781-931-2%$2.6M$2.5M-$54.8K2026-10-30
AlphaCore Capital LLC
INCREASED43,08639,348+3,738+10%$2.3M$2.5M+$232.2K2026-11-04
China Universal Asset Management Co., Ltd.
INCREASED43,00838,651+4,357+11%$2.3M$2.5M+$296.1K2026-10-28
Culbertson A N & Co Inc
DECREASED42,72145,213-2,492-6%$2.6M$2.5M-$145.0K2026-10-21
NBT Bank, N.A.
DECREASED42,68843,804-1,116-3%$2.5M$2.5M-$65.4K2026-10-21
Trek Financial, LLC
INCREASED42,06734,605+7,462+22%$2.0M$2.4M+$430.8K2026-10-29
Raiffeisen Bank International AG
INCREASED41,37134,739+6,632+19%$2.1M$2.5M+$364.6K2026-10-28
Sava Infond d.o.o.
UNCHANGED40,72040,72000%$2.4M$2.4M-$8142026-10-28
AIA Group Ltd
DECREASED40,40466,235-25,831-39%$3.8M$2.3M-$1.5M2026-10-30
Howard Capital Management, LLC
DECREASED39,94440,034-900%$2.3M$2.3M-$6.0K2026-10-16
CX Institutional
INCREASED39,89736,241+3,656+10%$2.1K$2.3K+$2112026-10-02
First Bank & Trust
INCREASED39,85222,084+17,768+80%$1.3M$2.3M+$1.0M2026-10-19
Fifth Third Wealth Advisors LLC
DECREASED39,50839,923-415-1%$2.3M$2.3M-$24.8K2026-10-22
Assenagon Asset Management S.A.
INCREASED39,48739,016+471+1%$2.3M$2.3M+$26.5K2026-10-15
North Dakota State Investment Board
INCREASED39,32038,525+795+2%$2.2M$2.3M+$45.2K2026-10-27
MGO One Seven LLC
INCREASED38,16437,851+313+1%$2.2M$2.2M+$17.3K2026-10-28
Hunter Associates Investment Management LLC
INCREASED37,97836,949+1,029+3%$2.1M$2.2K-$2.1M2026-10-26
Quadrant Capital Group LLC
INCREASED37,97537,783+192+1%$2.2M$2.3M+$150.1K2026-10-20
Kestra Private Wealth Services, LLC
INCREASED37,60023,681+13,919+59%$1.4M$2.2M+$804.3K2026-10-30
Northeast Investment Management
DECREASED37,54738,549-1,002-3%$2.2M$2.2M-$58.7K2026-10-30
Community Bank & Trust, Waco, Texas
INCREASED37,36237,284+78+0%$2.2M$2.2K-$2.2M2026-10-19
Lantz Financial LLC
DECREASED37,22940,351-3,122-8%$2.3M$2.2M-$181.3K2026-10-15
Courier Capital LLC
INCREASED37,12537,105+20+0%$2.1M$2.1M+$4222026-10-19
Gamma Investing LLC
INCREASED36,54133,142+3,399+10%$1.9M$2.1M+$195.9K2026-10-08
Birch Hill Investment Advisors LLC
DECREASED36,10640,506-4,400-11%$2.3M$2.1M-$255.2K2026-10-16
Bull Street Advisors, LLC
DECREASED35,81444,188-8,374-19%$2.6M$2.1K-$2.6M2026-10-20
E. Ohman J:or Asset Management AB
UNCHANGED34,83534,83500%$2.0M$2.0M-$6962026-10-22
Northside Capital Management, LLC
DECREASED34,53842,826-8,288-19%$2.5M$2.0M-$480.1K2026-10-13
Citizens National Bank Trust Department
DECREASED34,34534,656-311-1%$2.0M$2.0M-$18.7K2026-11-04
Hartford Financial Management Inc.
INCREASED34,31334,133+180+1%$2.0M$2.0M+$9.7K2026-10-21
Farther Finance Advisors, LLC
INCREASED34,06031,467+2,593+8%$1.8M$2.0M+$145.3K2026-10-08
Eagle Global Advisors LLC
DECREASED33,75133,767-160%$2.0M$2.0M-$1.6K2026-11-02
PFW Advisors LLC
INCREASED33,55133,522+29+0%$1.9M$1.9M+$1.0K2026-10-07
Fulton Bank, N.A.
INCREASED33,50722,757+10,750+47%$1.3M$1.9M+$621.1K2026-10-14
McKinley Carter Wealth Services, Inc.
INCREASED32,13829,544+2,594+9%$1.7M$1.9M+$149.4K2026-10-16
TCV Trust & Wealth Management, Inc.
INCREASED32,05531,293+762+2%$1.8M$1.9M+$43.4K2026-10-16
Elevation Point Wealth Partners, LLC
DECREASED31,79744,727-12,930-29%$2.6M$1.9M-$747.3K2026-11-05
Ascent Group, LLC
INCREASED31,78624,187+7,599+31%$1.4M$1.8M+$438.8K2026-10-30
Raleigh Capital Management Inc.
INCREASED31,72020,034+11,686+58%$1.2M$1.8M+$675.3K2026-10-28
Banque Pictet & CIE SA
DECREASED31,55232,752-1,200-4%$1.9M$1.8M-$70.0K2026-10-16
Parr Mcknight Wealth Management Group, LLC
DECREASED31,53232,108-576-2%$1.9M$1.8M-$33.9K2026-10-30
First Premier Bank
DECREASED31,34432,589-1,245-4%$1.9K$1.8K-$722026-10-13
Cohen Klingenstein LLC
UNCHANGED31,09731,09700%$1.8M$1.8M-$6212026-10-15
Harvey Investment Co LLC
UNCHANGED30,64130,64100%$1.8M$1.8K-$1.8M2026-10-20
Midwest Trust Co
INCREASED30,50828,399+2,109+7%$1.6M$1.8M+$121.4K2026-10-22
Cullinan Associates Inc
UNCHANGED30,09730,09700%$1.7M$1.7M-$6012026-11-03
PKO Investment Management Joint-Stock Co
NEW30,000—+30,000——$1.7M—2026-10-19
Raab & Moskowitz Asset Management LLC
INCREASED29,90729,681+226+1%$1.7M$1.7M+$12.5K2026-11-02
Sapient Capital LLC
DECREASED29,78430,749-965-3%$1.8M$1.7M-$56.3K2026-10-08
TrinityBridge Ltd
UNCHANGED29,77629,77600%$1.7M$1.7K-$1.7M2026-10-30
Ballast, Inc.
INCREASED29,76028,319+1,441+5%$1.6M$1.7M+$82.8K2026-10-20
Farmers & Merchants Trust Co of Long Beach
INCREASED29,68829,462+226+1%$1.7M$1.7M+$12.5K2026-10-22
YHB Investment Advisors, Inc.
DECREASED29,59430,722-1,128-4%$1.8M$1.7M-$65.9K2026-10-08
Iowa State Bank
DECREASED29,34430,307-963-3%$1.8M$1.7M-$56.3K2026-10-06
Verdence Capital Advisors LLC
INCREASED29,21620,715+8,501+41%$1.2M$1.7M+$491.1K2026-10-26
Northstar Asset Management Co
DECREASED28,63929,385-746-3%$1.8M$1.8M+$18.4K2026-10-22
Intact Investment Management Inc.
DECREASED28,62047,900-19,280-40%$2.8M$1.7M-$1.1M2026-11-03
Mill Capital Management, LLC
DECREASED28,61630,644-2,028-7%$1.8M$1.7M-$117.9K2026-10-26
Park Avenue Securities LLC
INCREASED28,55228,197+355+1%$1.6M$1.7K-$1.6M2026-10-26
Kintegral Advisory, LLC
INCREASED28,21528,056+159+1%$1.6M$1.6M+$9.3K2026-10-16
Adell Harriman & Carpenter Inc
INCREASED28,21420,764+7,450+36%$1.2M$1.6M+$430.3K2026-11-02
University of Texas S AM Investment Management Co
INCREASED28,192258+27,934+10827%$15.1K$1.6M+$1.6M2026-11-03
RED Cedar Investment Management, LLC
UNCHANGED28,17028,17000%$1.6M$1.6M-$5642026-11-04
RFG Advisory, LLC
INCREASED27,9666,200+21,766+351%$358.6K$1.6M+$1.3M2026-11-03
Blue Trust, Inc.
DECREASED27,69330,517-2,824-9%$1.8M$1.6M-$163.9K2026-10-15
Granite Investment Partners, LLC
DECREASED27,37128,169-798-3%$1.6M$1.6M-$46.7K2026-11-04
Oppenheimer Asset Management Inc.
DECREASED27,31527,652-337-1%$1.6M$1.6M-$20.0K2026-10-27
Valeo Financial Advisors, LLC
DECREASED27,04032,172-5,132-16%$1.9M$1.6M-$297.4K2026-10-08
Vest Financial, LLC
DECREASED26,42126,721-300-1%$1.5M$1.5M-$17.9K2026-10-21
Tema Etfs LLC
INCREASED26,29525,804+491+2%$1.5M$1.5M+$27.9K2026-10-16
Williams Jones Wealth Management, Llc.
DECREASED26,29426,935-641-2%$1.6M$1.5M-$37.6K2026-11-05
Independence Bank of Kentucky
DECREASED25,83726,707-870-3%$1.5M$1.5M-$50.8K2026-10-26
Citizens Financial Group Inc
DECREASED25,67629,444-3,768-13%$1.7M$1.5M-$218.5K2026-10-23
KFA Private Wealth Group, LLC
INCREASED25,45225,451+10%$1.5M$1.5M-$4472026-10-07
Mission Wealth Management, LP
DECREASED25,29735,652-10,355-29%$2.1M$1.5M-$599.4K2026-10-15
Charles Schwab Trust Co
INCREASED25,28521,725+3,560+16%$1.3M$1.5M+$205.4K2026-10-15
Harbor Capital Advisors, Inc.
INCREASED25,15625,049+107+0%$1.4M$1.5K-$1.4M2026-10-22
Fire Capital Management LLC
INCREASED25,13024,185+945+4%$1.4M$1.5M+$54.2K2026-10-27
Sanders Morris Harris LLC
NEW24,976—+24,976——$1.5M—2026-10-14
Cascade Investment Advisors, Inc.
DECREASED24,85826,203-1,345-5%$1.5M$1.4M-$78.3K2026-11-02
Venture Visionary Partners LLC
INCREASED24,64524,518+127+1%$1.4M$1.4M+$6.9K2026-10-07
Sentinel Trust Co LBA
UNCHANGED24,41224,41200%$1.4K$1.4K$02026-11-03
Oak Thistle LLC
DECREASED24,10524,700-595-2%$1.4M$1.4M-$34.9K2026-10-21
Jamison Private Wealth Management, Inc.
DECREASED23,97024,649-679-3%$1.4M$1.4M-$39.8K2026-10-14
Frank, Rimerman Advisors LLC
INCREASED23,84023,835+5+0%$1.4M$1.4M-$1872026-10-16
Beutel, Goodman & Co Ltd.
DECREASED23,80024,300-500-2%$1.4M$1.4K-$1.4M2026-11-04
Hennion & Walsh Asset Management, Inc.
INCREASED23,75420,285+3,469+17%$1.2M$1.4M+$200.2K2026-10-13
HUB Investment Partners, LLC
INCREASED23,70623,413+293+1%$1.4M$1.4M+$16.5K2026-11-03
Davis Capital Management
DECREASED23,69624,142-446-2%$1.4M$1.4M-$26.3K2026-10-08
Eastern Bank
DECREASED23,63426,651-3,017-11%$1.5M$1.4M-$175.0K2026-10-05
Bdf-Gestion
DECREASED23,39726,364-2,967-11%$3.7M$1.4M-$2.3M2026-10-19
Murphy Pohlad Asset Management LLC
DECREASED23,08523,215-130-1%$1.3M$1.3M-$8.0K2026-10-22
Montag A & Associates Inc
DECREASED22,87823,980-1,102-5%$1.4M$1.3M-$64.4K2026-10-29
GC Wealth Management RIA, LLC
DECREASED22,77028,785-6,015-21%$1.7M$1.3M-$348.4K2026-11-02
Private Management Group Inc
INCREASED22,68022,645+35+0%$1.3M$1.3M+$1.6K2026-11-04
Brighton Jones LLC
DECREASED22,51822,944-426-2%$1.3M$1.3M-$25.1K2026-11-03
Kimelman & Baird, LLC
UNCHANGED22,30722,30700%$1.3M$1.3M-$4462026-11-03
Folger Nolan Fleming Douglas Capital Management, Inc
DECREASED21,97123,339-1,368-6%$1.3M$1.3M-$79.6K2026-10-13
Diligent Investors, LLC
DECREASED21,84722,533-686-3%$1.3M$1.3M-$40.1K2026-10-21
Gibbs Wealth Management
INCREASED21,82320,043+1,780+9%$1.2M$1.3M+$102.5K2026-10-22
Indivisible Partners
INCREASED21,71917,836+3,883+22%$1.0M$1.3M+$224.2K2026-10-26
BayBridge Capital Group, LLC
INCREASED21,67410,113+11,561+114%$584.9K$1.3M+$668.3K2026-10-13
Ascent Wealth Partners, LLC
NEW21,461—+21,461——$1.2M—2026-10-23
Signaturefd, LLC
DECREASED21,34421,911-567-3%$1.3M$1.2M-$33.2K2026-10-23
Trust Co of Toledo NA
DECREASED21,04831,265-10,217-33%$1.8M$1.2M-$591.4K2026-10-16
Procyon Advisors, LLC
DECREASED20,98022,533-1,553-7%$1.3M$1.2M-$90.3K2026-10-21
Larson Financial Group LLC
DECREASED20,79821,170-372-2%$1.2M$1.2M-$22.0K2026-11-05
Deltec Asset Management LLC
DECREASED20,45722,402-1,945-9%$1.3M$1.2M-$112.9K2026-10-26
Nicholas Hoffman & Company, Llc.
INCREASED19,96819,948+20+0%$1.2M$1.2M+$7452026-10-30
First Citizens Bank & Trust Co
INCREASED19,8527,291+12,561+172%$421.7K$1.1M+$726.1K2026-10-14
Traphagen Investment Advisors LLC
INCREASED19,80819,798+10+0%$1.1M$1.1M+$2202026-10-14
Waldron Private Wealth LLC
DECREASED19,79420,564-770-4%$1.2M$1.2M-$34.6K2026-11-02
Centennial Wealth Advisory LLC
INCREASED19,71718,886+831+4%$1.1M$1.1M+$47.7K2026-10-16
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED19,70119,70100%$1.1M$1.1M-$3942026-10-23
Ridgepath Capital Management LLC
INCREASED19,63119,466+165+1%$1.1M$1.1M+$9.2K2026-10-29
CSU Producer Resources, Inc.
UNCHANGED19,25019,25000%$1.1M$1.1M-$3852026-11-03
Canandaigua National Bank & Trust Co
DECREASED19,06535,543-16,478-46%$2.1M$1.1M-$953.5K2026-10-07
Welch Group, LLC
DECREASED18,97018,983-130%$1.1M$1.1M-$1.1K2026-10-29
Mesirow Financial Investment Management, Inc.
INCREASED18,91018,377+533+3%$1.1M$1.1M+$30.4K2026-11-05
Diversify Wealth Management, LLC
INCREASED18,86218,242+620+3%$1.1M$1.2M+$82.2K2026-10-20
Diversify Advisory Services, LLC
INCREASED18,86218,242+620+3%$1.1M$1.2M+$82.2K2026-10-20
Anchor Capital Advisors LLC
DECREASED18,80919,270-461-2%$1.1M$1.1M-$27.0K2026-11-05
Dynamic Advisor Solutions LLC
INCREASED18,79716,336+2,461+15%$944.9K$1.1M+$142.0K2026-10-13
Perigon Wealth Management, LLC
INCREASED18,60215,963+2,639+17%$923.3K$1.1M+$152.3K2026-10-22
Wedmont Private Capital
INCREASED18,45113,844+4,607+33%$814.4K$1.1M+$305.0K2026-10-09
Howard Capital Management Group, LLC
UNCHANGED18,40618,40600%$1.1M$1.1M-$3682026-10-16
Prime Capital Investment Advisors, LLC
DECREASED18,38518,632-247-1%$1.1M$1.1M-$14.7K2026-10-20
Guinness Atkinson Asset Management Inc
UNCHANGED18,25618,25600%$1.1M$1.1M-$3652026-11-05
Canopy Partners, LLC
INCREASED17,98417,630+354+2%$1.0M$1.0M+$20.1K2026-10-28
Carret Asset Management, LLC
UNCHANGED17,53717,53700%$1.0M$1.0M-$3512026-11-04
Daymark Wealth Partners, LLC
INCREASED17,48716,072+1,415+9%$929.6K$1.0M+$81.5K2026-11-04
Sagespring Wealth Partners, LLC
INCREASED17,43714,799+2,638+18%$856.0K$1.0M+$152.2K2026-10-22
LifePlan Financial, LLC
DECREASED17,36523,701-6,336-27%$1.4M$1.1M-$317.3K2026-10-13
Heritage Wealth Management, Inc.
INCREASED17,14316,253+890+5%$940.1K$991.2K+$51.1K2026-10-28
Axxcess Wealth Management, LLC
DECREASED17,12543,332-26,207-60%$2.5M$990.2K-$1.5M2026-10-21
North Star Investment Management Corp.
INCREASED17,11516,115+1,000+6%$932.1K$989.6K+$57.5K2026-10-27
IFP Advisors, Inc
INCREASED16,88714,904+1,983+13%$862.0K$976.4K+$114.4K2026-10-16
Jacobi Capital Management LLC
INCREASED16,81916,668+151+1%$964.1K$972.5K+$8.4K2026-11-05
ARS Investment Partners, LLC
UNCHANGED16,65316,65300%$963.2K$962.9K-$3342026-11-05
Aprio Wealth Management, LLC
INCREASED16,54015,455+1,085+7%$893.9K$956.3K+$62.4K2026-10-28
Soltis Investment Advisors LLC
INCREASED16,3517,991+8,360+105%$462.2K$945.4K+$483.2K2026-10-28
Investors Asset Management of Georgia Inc
DECREASED16,26516,892-627-4%$977.0K$940.4K-$36.6K2026-10-20
Means Investment Co., Inc.
DECREASED16,15717,056-899-5%$986.5K$934.2K-$52.3K2026-11-03
Compound Planning, Inc.
DECREASED16,11816,428-310-2%$950.2K$931.9K-$18.3K2026-11-05
Ritholtz Wealth Management
DECREASED16,06016,324-264-2%$944.2K$928.6K-$15.6K2026-11-05
Clear Harbor Asset Management, LLC
INCREASED16,0236,355+9,668+152%$367.6K$926.5K+$558.9K2026-11-05
Patton Albertson Miller Group, LLC
DECREASED15,94016,260-320-2%$940.5K$921.7K-$18.8K2026-10-26
Chesley Taft & Associates LLC
DECREASED15,93816,938-1,000-6%$979.7K$921.5K-$58.2K2026-10-13
Machina Capital S.A.S.
NEW15,890—+15,890——$918.8K—2026-11-05
OpenArc Corporate Advisory, LLC
DECREASED15,77616,120-344-2%$932.4K$912.2K-$20.2K2026-10-21
Fourpath Capital Management, LLC
INCREASED15,68510,508+5,177+49%$607.8K$906.9K+$299.1K2026-10-19
Busey Bank
INCREASED15,56415,481+83+1%$895.4K$899.9K+$4.5K2026-10-26
Cidel Asset Management Inc
INCREASED15,41114,303+1,108+8%$827.3K$891.1K+$63.8K2026-10-29
Formidable Asset Management, LLC
INCREASED15,30314,738+565+4%$849.5K$885.1K+$35.6K2026-11-03
Private Trust Co NA
INCREASED15,29014,250+1,040+7%$824.2K$884.1K+$59.8K2026-10-20
Sarasin & Partners LLP
INCREASED15,20014,000+1,200+9%$809.8K$878.9K+$69.1K2026-10-13
Journey Retirement Planning & Investment Management LLC
INCREASED15,14914,901+248+2%$861.9K$875.9K+$14.1K2026-10-09
Beese Fulmer Investment Management, Inc.
INCREASED14,9848,463+6,521+77%$489.5K$853.1K+$363.6K2026-10-23
Bria Capital Group, LLC
INCREASED14,97314,455+518+4%$836.1K$865.7K+$29.7K2026-10-22
Old National Bancorp
DECREASED14,71815,348-630-4%$887.7K$851.0K-$36.7K2026-10-20
Alliance Wealth Advisors, LLC
DECREASED14,70716,168-1,461-9%$935.2K$850.4K-$84.8K2026-10-28
3Chopt Investment Partners, LLC
INCREASED14,69312,781+1,912+15%$745.6K$857.2K+$111.5K2026-10-30
Simplicity Wealth,LLC
INCREASED14,56613,275+1,291+10%$767.8K$842.2K+$74.4K2026-10-23
Columbia Asset Management
DECREASED14,55214,557-50%$842.0K$841.4K-$5802026-10-19
Fort Washington Investment Advisors Inc
DECREASED14,53614,816-280-2%$857.0K$840.5K-$16.5K2026-10-15
A. D. Beadell Investment Counsel, Inc.
DECREASED14,50615,106-600-4%$873$838-$352026-10-14
Greenfield Savings Bank
DECREASED14,42914,801-372-3%$856.1K$834.3K-$21.8K2026-10-07
Peoples Financial Services Corp.
DECREASED14,40014,539-139-1%$840.9K$832.4K-$8.5K2026-10-20
Aspen Investment Management Inc
INCREASED14,39114,344+47+0%$830$832+$22026-11-05
1834 Investment Advisors Co
UNCHANGED14,37114,37100%$831.2K$830.9K-$2872026-10-16
XML Financial, LLC
INCREASED14,22213,421+801+6%$776.3K$822.3K+$46.1K2026-10-29
Sterling Investment Advisors, Ltd.
DECREASED14,07814,478-400-3%$837.4K$814.0K-$23.4K2026-10-27
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
INCREASED13,83312,960+873+7%$749.6K$799.8K+$50.2K2026-10-22
Souders Financial Advisors
DECREASED13,75713,771-140%$796.5K$795.5K-$1.1K2026-11-03
Gerald Baker Financial Group LLC
UNCHANGED13,70113,70100%$792.5K$792.2K-$2742026-10-09
Advisor OS, LLC
DECREASED13,52120,385-6,864-34%$1.2M$781.8K-$397.3K2026-11-03
Moody National Bank Trust Division
UNCHANGED13,50913,50900%$781.4K$781.1K-$2712026-10-06
Teza Capital Management LLC
NEW13,437—+13,437——$776.9K—2026-10-23
Wealth Management Nebraska
UNCHANGED13,37613,37600%$773.7K$773.4K-$2682026-10-26
Chicago Trust Co NA
INCREASED13,28112,639+642+5%$731.0K$767.9K+$36.9K2026-10-28
Burke & Herbert Bank & Trust Co
UNCHANGED13,18813,18800%$762.8K$762.5K-$2632026-11-02
1620 Investment Advisors, Inc.
INCREASED13,15312,739+414+3%$736.8K$760.5K+$23.7K2026-11-04
Chicago Capital, LLC
INCREASED13,06612,066+1,000+8%$697.9K$755.5K+$57.6K2026-10-13
USA Financial Formulas
NEW13,064—+13,064——$755.4K—2026-10-16
Columbia Bank
INCREASED13,06211,562+1,500+13%$668.7K$755.2K+$86.5K2026-10-29
Key FInancial Inc
DECREASED13,04713,143-96-1%$760.2K$754.4K-$5.8K2026-11-02
Annex Advisory Services, LLC
INCREASED12,96312,931+32+0%$748.0K$749.5K+$1.5K2026-10-16
Capital Investment Advisors, LLC
DECREASED12,89613,821-925-7%$799.4K$745.7K-$53.8K2026-10-22
Robertson Stephens Wealth Management, LLC
INCREASED12,79312,064+729+6%$703.8K$746.4K+$42.5K2026-10-16
First Financial Corp
DECREASED12,73712,846-109-1%$743.0K$736.5K-$6.6K2026-10-13
First National Trust Co
DECREASED12,67112,734-630%$736.5K$732.6K-$3.9K2026-10-28
Radnor Capital Management, LLC
DECREASED12,51212,858-346-3%$743.7K$723.4K-$20.3K2026-10-23
Guyasuta Investment Advisors Inc
DECREASED12,51013,248-738-6%$766.3K$723.3K-$42.9K2026-10-15
West Paces Advisors Inc.
DECREASED12,35314,403-2,050-14%$833.1K$714.3K-$118.8K2026-10-13
International Assets Investment Management, LLC
DECREASED12,34412,987-643-5%$769.9K$713.0K-$56.9K2026-11-02
M Holdings Securities, Inc.
NEW12,313—+12,313——$802—2026-11-03
Peoples Bank
DECREASED12,25912,309-500%$712.0K$708.8K-$3.1K2026-10-09
Spire Wealth Management
DECREASED12,24612,351-105-1%$714.4K$708.0K-$6.3K2026-10-30
First Business Financial Services, Inc.
INCREASED12,20812,191+17+0%$705.1K$705.9K+$7402026-10-29
First Nebraska Trust Co
UNCHANGED12,20112,20100%$705.7K$705.3K-$3712026-10-30
Quintet Private Bank (Europe) S.A.
INCREASED12,15512,125+30+0%$701.3K$702.8K+$1.5K2026-10-08
NorthCrest Asset Manangement, LLC
DECREASED12,09514,203-2,108-15%$828.0K$733.8K-$94.2K2026-10-13
V-Square Quantitative Management LLC
INCREASED12,07910,483+1,596+15%$606.3K$698.4K+$92.1K2026-10-15
Valley National Advisers Inc
INCREASED12,03812,036+2+0%$696.1K$696.0K-$1182026-10-23
CFS Investment Advisory Services, LLC
INCREASED12,02711,014+1,013+9%$670.9K$717.1K+$46.2K2026-10-19
Marino, Stram & Associates LLC
DECREASED12,01813,088-1,070-8%$757.0K$694.9K-$62.1K2026-10-22
Axxion S.A.
UNCHANGED12,00012,00000%$694.1K$693.8K-$2402026-10-22
Gables Capital Management Inc.
INCREASED11,9859,985+2,000+20%$577.5K$693.0K+$115.4K2026-11-04
Cigna Investments Inc
UNCHANGED11,93911,93900%$690.0K$690-$689.3K2026-10-19
Essex Bank
DECREASED11,88211,967-85-1%$692.2K$686.9K-$5.3K2026-10-16
Foster Group, Inc.
DECREASED11,87312,243-370-3%$708.1K$686.5K-$21.6K2026-10-13
Legacy Wealth Asset Management, LLC
DECREASED11,85112,305-454-4%$711.7K$685.2K-$26.5K2026-10-09
First City Capital Management, Inc.
UNCHANGED11,82011,82000%$683.7K$683.4K-$2372026-10-27
Pension & Wealth Management Advisors, Inc.
INCREASED11,78211,452+330+3%$662.4K$681.2K+$18.8K2026-10-16
Newman Dignan & Sheerar, Inc.
UNCHANGED11,72111,72100%$677.9K$677.7K-$2352026-10-21
Tobam
DECREASED11,65943,117-31,458-73%$2.5M$674-$2.5M2026-11-03
Joel Isaacson & Co., LLC
INCREASED11,64611,004+642+6%$636.5K$673.4K+$36.9K2026-11-05
Hendershot Investments Inc.
UNCHANGED11,59811,59800%$670.8K$670.6K-$2322026-11-05
Wealth Enhancement Trust Services, Inc.
DECREASED11,59213,247-1,655-12%$766.2K$670.2K-$96.0K2026-10-07
Family Legacy, Inc.
UNCHANGED11,52711,52700%$666.7K$666.5K-$2312026-10-13
Parkside Financial Bank & Trust
DECREASED11,45113,810-2,359-17%$798.8K$662.1K-$136.7K2026-10-27
Verity Asset Management, Inc.
DECREASED11,32611,563-237-2%$668.8K$654.9K-$13.9K2026-10-30
Searle & Co.
UNCHANGED11,32511,32500%$655.0K$654.8K-$2262026-11-04
Cullen Investment Group, Ltd.
DECREASED11,29611,897-601-5%$688.1K$698.0K+$9.8K2026-10-13
Woodmont Investment Counsel LLC
INCREASED11,29611,292+4+0%$653.1K$653.1K+$62026-10-29
Waterfront Wealth Inc.
INCREASED11,28511,231+54+0%$660.7K$722.9K+$62.2K2026-11-03
Brookstone Capital Management
INCREASED11,2025,995+5,207+87%$346.7K$647.7K+$301.0K2026-10-22
Kanawha Capital Management LLC
UNCHANGED11,18911,18900%$647.2K$646.9K-$2242026-10-19
EverSource Wealth Advisors, LLC
INCREASED11,16310,571+592+6%$611.4K$645.4K+$34.0K2026-11-04
Dorato Capital Management
INCREASED11,0509,145+1,905+21%$538.0K$656.1K+$118.1K2026-10-08
AA Financial Advisors, LLC
INCREASED11,03010,538+492+5%$609.5K$637.8K+$28.2K2026-10-19
Independent Financial Group, LLC
INCREASED10,93910,300+639+6%$595.7K$632.5K+$36.7K2026-10-13
VestGen Advisors, LLC
DECREASED10,92012,895-1,975-15%$745.9K$631.4K-$114.5K2026-10-27
Resonant Capital Advisors, LLC
DECREASED10,87011,208-338-3%$653.9K$634.1K-$19.8K2026-10-15
Focused Alpha, LLC
DECREASED10,86410,948-84-1%$633.2K$628.1K-$5.1K2026-10-20
Signature Wealth Management Partners, LLC
UNCHANGED10,77510,77500%$623.2K$623.0K-$2152026-10-21
Evergreen Capital Management LLC
INCREASED10,76110,539+222+2%$613.5K$625.8K+$12.2K2026-10-23
Smallwood Wealth Investment Management, LLC
UNCHANGED10,64110,64100%$615.5K$615.3K-$2132026-10-30
Auto-Owners Insurance Co
UNCHANGED10,60010,60000%$613.1K$612.9K-$2122026-10-15
Guidance Capital, Inc
INCREASED10,55710,374+183+2%$637.2K$700.7K+$63.6K2026-11-03
Directional Asset Management
DECREASED10,49510,678-183-2%$617.6K$606.8K-$10.8K2026-10-22
Hurley Capital, LLC
INCREASED10,4919,829+662+7%$568.5K$606.6K+$38.2K2026-11-05
Harel Insurance Investments & Financial Services Ltd.
NEW10,483—+10,483——$606—2026-11-02
Letson Investment Management, Inc.
UNCHANGED10,42110,42100%$602.8K$602.5K-$2092026-11-05
Cushing Capital Partners, LLC
DECREASED10,39610,515-119-1%$608.2K$601.1K-$7.1K2026-10-20
Exchange Bank
DECREASED10,32810,578-250-2%$611.8K$597.2K-$14.7K2026-10-07
Evansbrook LLC
INCREASED10,22410,207+17+0%$590.4K$591.2K+$7612026-10-16
DMC Group, LLC
INCREASED10,1438,196+1,947+24%$474.1K$586.5K+$112.4K2026-10-26
Aries Wealth Management
UNCHANGED10,12510,12500%$585.6K$585.4K-$2022026-10-23
Whitener Capital Management, Inc.
DECREASED10,01410,098-84-1%$584.1K$579.0K-$5.1K2026-10-15
Trust Point Inc.
INCREASED9,8875,082+4,805+95%$293.9K$571.7K+$277.7K2026-10-27
Ferguson Wellman Capital Management, Inc
DECREASED9,88012,814-2,934-23%$741.1K$571.2K-$169.9K2026-10-05
Quadcap Wealth Management, LLC
DECREASED9,85710,178-321-3%$588.7K$569.9K-$18.8K2026-11-02
Everett Harris & Co
INCREASED9,8539,596+257+3%$555.0K$569.7K+$14.7K2026-10-28
Cincinnati Indemnity Co
UNCHANGED9,7509,75000%$563.9K$563.7K-$1952026-11-03
Claro Advisors Inc.
INCREASED9,6698,807+862+10%$509.4K$559.1K+$49.7K2026-11-02
Integrity Alliance, Llc.
INCREASED9,5469,470+76+1%$547.8K$552.0K+$4.2K2026-10-29
Luts & Greenleigh Group, Inc.
DECREASED9,5409,555-150%$552.7K$551.6K-$1.1K2026-11-05
Mystic Asset Management, Inc.
DECREASED9,4639,688-225-2%$560.4K$547.2K-$13.2K2026-10-15
Simplex Trading, LLC
DECREASED9,42313,860-4,437-32%$801.7K$544.8K-$256.8K2026-11-04
HF Advisory Group, LLC
DECREASED9,4069,563-157-2%$553.1K$543.8K-$9.3K2026-10-09
Boltwood Capital Management
DECREASED9,35513,350-3,995-30%$772.2K$540.9K-$231.3K2026-10-02
Angeles Wealth Management, LLC
INCREASED9,3053,979+5,326+134%$232.1K$542.9K+$310.7K2026-10-26
Carnegie Investment Counsel
INCREASED9,3007,791+1,509+19%$450.6K$537.7K+$87.1K2026-10-20
Kathmere Capital Management, LLC
INCREASED9,2056,040+3,165+52%$349.4K$532.2K+$182.8K2026-10-20
Union Savings Bank
DECREASED9,1879,329-142-2%$539.6K$531.1K-$8.5K2026-10-14
Alta Advisers Ltd
INCREASED9,1265,003+4,123+82%$289.4K$527.7K+$238.3K2026-11-02
Founders Financial Securities LLC
INCREASED9,1217,538+1,583+21%$436.0K$527.4K+$91.4K2026-10-28
Caldwell Trust Co
DECREASED9,0409,678-638-7%$559.8K$522.7K-$37.1K2026-10-30
Savoir Faire Capital Management, L.P.
DECREASED8,89121,282-12,391-58%$1.2M$514.1K-$716.9K2026-11-03
Mccarter Private Wealth Services LLC
INCREASED8,8128,787+25+0%$508.2K$509.5K+$1.3K2026-10-22
Welch & Forbes LLC
DECREASED8,8119,447-636-7%$546.4K$509.5K-$37.0K2026-11-04
Jeppson Wealth Management, LLC
INCREASED8,7698,599+170+2%$497.4K$507.0K+$9.7K2026-10-20
Brown Miller Wealth Management, LLC
INCREASED8,7598,751+8+0%$506.2K$506.4K+$2672026-11-02
Platform Technology Partners
INCREASED8,7577,849+908+12%$454.0K$506.3K+$52.3K2026-11-02
Westbourne Investment Advisors, Inc.
UNCHANGED8,7078,70700%$503.6K$503.4K-$1742026-10-20
Principle Wealth Partners LLC
INCREASED8,6638,503+160+2%$491.8K$500.9K+$9.1K2026-11-02
Linscomb Wealth, Inc.
INCREASED8,6568,374+282+3%$484.4K$500.5K+$16.1K2026-11-05
Capital Investment Advisory Services, LLC
DECREASED8,63912,594-3,955-31%$728.4K$503.2K-$225.2K2026-10-30
Eddie Patel Inc
INCREASED8,5686,546+2,022+31%$378.6K$495.4K+$116.8K2026-11-02
Chicago Partners Investment Group LLC
INCREASED8,5687,147+1,421+20%$429.2K$546.6K+$117.5K2026-10-27
Split Creek LLC DBA Split Creek Capital LLC
UNCHANGED8,5398,53900%$493.9K$493.7K-$1712026-11-02
International Private Wealth Advisors LLC
DECREASED8,5199,007-488-5%$521.0K$492.6K-$28.4K2026-11-05
First Affirmative Financial Network
NEW8,472—+8,472——$489.8K—2026-10-21
United Asset Strategies, Inc.
INCREASED8,4388,165+273+3%$472.2K$487.9K+$15.6K2026-10-28
Confluence Wealth Services, Inc.
DECREASED8,39220,134-11,742-58%$1.2M$485.2K-$679.3K2026-11-05
Montecito Bank & Trust
UNCHANGED8,3538,35300%$483.1K$483.0K-$1662026-10-01
Arvest Investments, Inc.
INCREASED8,2738,265+8+0%$478.0K$478.3K+$2972026-10-21
Lawood & Co
DECREASED8,2488,533-285-3%$493.5K$476.9K-$16.6K2026-10-09
Central Pacific Bank - Trust Division
DECREASED8,20913,288-5,079-38%$768.6K$474.6K-$293.9K2026-10-06
Connecticut Wealth Management, LLC
UNCHANGED8,1828,18200%$473.2K$473.1K-$1642026-10-13
Southland Equity Partners LLC
INCREASED8,1778,150+27+0%$471.4K$472.8K+$1.4K2026-10-14
Oliver Luxxe Assets LLC
INCREASED8,1517,851+300+4%$454.1K$471.3K+$17.2K2026-10-14
Lecap Asset Management LTD
DECREASED8,12716,045-7,918-49%$928.0K$469.9K-$458.1K2026-10-27
Ti-Trust, Inc
UNCHANGED8,1128,11200%$469.2K$469.0K-$1622026-10-21
Supplemental Annuity Collective Trust of NJ
DECREASED8,0768,233-157-2%$476.2K$467.0K-$9.2K2026-11-02
Trueblood Wealth Management, LLC
INCREASED8,0528,048+4+0%$465.5K$465.5K+$192026-10-23
Flagship Harbor Advisors, LLC
INCREASED8,0497,750+299+4%$448.3K$465.4K+$17.1K2026-10-26
Wealthcare Advisory Partners LLC
INCREASED8,0275,394+2,633+49%$312.0K$464.1K+$152.1K2026-10-21
Grove Bank & Trust
DECREASED8,0188,190-172-2%$473.7K$463.6K-$10.1K2026-10-08
Meridian Wealth Management, LLC
DECREASED8,0058,122-117-1%$469.8K$462.8K-$7.0K2026-11-05
Sigma Planning Corp
INCREASED7,9767,827+149+2%$452.9K$463.1K+$10.2K2026-10-23
MTM Investment Management, LLC
INCREASED7,9087,901+7+0%$457.0K$457.3K+$2542026-10-30
Aull & Monroe Investment Management Corp
UNCHANGED7,8817,88100%$455.8K$455.7K-$1582026-10-16
Perpetual Ltd
DECREASED7,8288,244-416-5%$476.8K$452.6K-$24.2K2026-10-13
TFC Financial Management, Inc.
UNCHANGED7,7087,70800%$445.8K$445.7K-$1542026-10-26
Mogy Joel R Investment Counsel Inc
DECREASED7,6937,840-147-2%$453.5K$444.8K-$8.7K2026-10-13
Avestar Capital, LLC
DECREASED7,6877,768-81-1%$449.3K$444.5K-$4.8K2026-10-28
Castle Rock Wealth Management, LLC
INCREASED7,6677,641+26+0%$453.5K$457.1K+$3.6K2026-10-09
Valicenti Advisory Services Inc
DECREASED7,5987,628-300%$441$439-$22026-10-23
United Community Bank
INCREASED7,5926,870+722+11%$397.4K$439.0K+$41.6K2026-10-28
Holland Advisory Services, Inc.
DECREASED7,5897,723-134-2%$446.7K$438.8K-$7.9K2026-10-26
Obermeyer Wealth Partners
DECREASED7,5727,871-299-4%$455.3K$437.8K-$17.4K2026-10-21
Fiduciary Alliance LLC
INCREASED7,5256,473+1,052+16%$374.4K$435.1K+$60.7K2026-10-13
Pflug Koory, LLC
INCREASED7,5235,445+2,078+38%$314.9K$435.0K+$120.0K2026-10-26
Philadelphia Trust Co
UNCHANGED7,5137,51300%$435.0K$434-$434.6K2026-11-05
Strategy Asset Managers LLC
INCREASED7,5057,345+160+2%$424.9K$433.9K+$9.1K2026-10-14
SevenBridge Financial Group, LLC
DECREASED7,4937,518-250%$470.7K$479.4K+$8.8K2026-10-26
Salomon & Ludwin, LLC
DECREASED7,4767,613-137-2%$451.8K$432.3K-$19.6K2026-10-29
Brady Family Wealth, LLC
UNCHANGED7,4697,46900%$432.0K$431.9K-$1492026-11-02
Towne Trust Company, N.a
INCREASED7,4386,938+500+7%$401.3K$430.1K+$28.8K2026-10-28
Patten & Patten Inc
UNCHANGED7,4227,42200%$429.3K$429.1K-$1492026-10-26
Cornerstone Wealth Group, LLC
DECREASED7,4027,409-70%$428.6K$428.0K-$5662026-11-02
Guardian Investment Management
DECREASED7,3858,376-991-12%$484.5K$427.0K-$57.5K2026-10-23
Rosenberg Matthew Hamilton
INCREASED7,3557,272+83+1%$420.6K$425.3K+$4.7K2026-10-05
Legacy Bridge, LLC
DECREASED7,3539,178-1,825-20%$530.9K$425.2K-$105.7K2026-10-28
Cassaday & Co Wealth Management LLC
INCREASED7,3296,315+1,014+16%$365.3K$423.8K+$58.5K2026-10-27
PUREfi Wealth, LLC
DECREASED7,2578,703-1,446-17%$503.4K$419.6K-$83.8K2026-10-19
Pinnacle Wealth Management Advisory Group, LLC
DECREASED7,2327,621-389-5%$440.8K$418.2K-$22.6K2026-10-23
Symphony Financial, Ltd. Co.
NEW7,229—+7,229——$426.0K—2026-10-22
Johnson & White Wealth Management, LLC
INCREASED7,2126,208+1,004+16%$359.1K$417.0K+$58.0K2026-11-03
IFG Advisors, LLC
UNCHANGED7,1847,18400%$415.5K$415.4K-$1442026-10-15
Cornerstone Wealth Management, LLC
INCREASED7,1327,129+3+0%$412.3K$412.4K+$522026-11-04
Hickory Point Bank & Trust
DECREASED7,1227,383-261-4%$427.0K$411.8K-$15.2K2026-10-01
Nations Financial Group Inc,
INCREASED7,0906,951+139+2%$402.0K$410.0K+$7.9K2026-11-05
MRA Advisory Group
UNCHANGED7,0457,04500%$407.5K$407.3K-$1412026-10-07
Fishman JAY A LTD
UNCHANGED7,0447,04400%$407.4K$407.3K-$1412026-10-26
Park National Corp
UNCHANGED7,0107,01000%$405.5K$405.3K-$1402026-10-05
Investmark Advisory Group LLC
INCREASED6,9706,710+260+4%$388.1K$403.0K+$14.9K2026-10-27
StoneRidge PMG Advisors, LLC
NEW6,967—+6,967——$403—2026-11-04
Uhlmann Price Securities, LLC
DECREASED6,9506,976-260%$403.5K$401.9K-$1.7K2026-11-03
Wendell David Associates Inc
UNCHANGED6,9326,93200%$401.0K$401-$400.6K2026-10-27
S.A. Mason LLC
DECREASED6,9137,013-100-1%$405.6K$399.7K-$5.9K2026-10-13
Lighthouse Financial Services Inc
INCREASED6,8596,811+48+1%$404.3K$396.6K-$7.6K2026-11-02
Cane Capital Partners, LLC
INCREASED6,8426,324+518+8%$365.8K$395.6K+$29.8K2026-10-23
Summit Global Investments
INCREASED6,8133,628+3,185+88%$210.0K$394-$209.6K2026-10-28
Bath Savings Trust Co
DECREASED6,8106,813-30%$394.1K$393.8K-$3102026-10-07
Gilliland Jeter Wealth Management LLC
DECREASED6,7406,824-84-1%$394.7K$389.7K-$5.0K2026-10-28
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED6,7245,501+1,223+22%$318.2K$388.8K+$70.6K2026-10-27
Signature Estate & Investment Advisors LLC
INCREASED6,7166,639+77+1%$384.1K$388.3K+$4.2K2026-10-13
PDS Planning, Inc
INCREASED6,6156,356+259+4%$367.6K$382.5K+$14.9K2026-11-03
Manchester Capital Management LLC
DECREASED6,5976,689-92-1%$386.9K$381.4K-$5.5K2026-10-22
Meridian Investment Counsel Inc.
DECREASED6,5897,070-481-7%$408.9K$381.0K-$28.0K2026-10-14
Appleton Partners Inc
DECREASED6,5507,250-700-10%$419.0K$379-$418.6K2026-10-30
ASR Vermogensbeheer N.V.
INCREASED6,508734+5,774+787%$42.5K$376.3K+$333.8K2026-10-16
Center for Financial Planning, Inc.
INCREASED6,4975,931+566+10%$343.0K$375.7K+$32.7K2026-10-26
Sage Private Wealth Group, LLC
INCREASED6,4606,413+47+1%$370.9K$373.5K+$2.6K2026-10-21
Moneco Advisors, LLC
INCREASED6,4066,189+217+4%$357.9K$370.4K+$12.5K2026-11-05
Boston Trust Walden Corp
INCREASED6,3756,353+22+0%$367.5K$368.6K+$1.1K2026-10-30
Larry Mathis Financial Planning, LLC
DECREASED6,3726,868-496-7%$397.2K$368.4K-$28.8K2026-10-26
Verus Financial Partners, Inc.
INCREASED6,3156,289+26+0%$363.8K$365.1K+$1.4K2026-10-29
Lakeside Advisors, Inc.
INCREASED6,3135,678+635+11%$328.4K$365.0K+$36.6K2026-10-20
Promethium Advisors,llc
DECREASED6,2756,633-358-5%$387.0K$366.1K-$20.9K2026-10-19
Norway Savings Bank
DECREASED6,2716,800-529-8%$393.3K$362.6K-$30.7K2026-10-20
BIP Wealth, LLC
DECREASED6,2426,671-429-6%$385.9K$360.9K-$24.9K2026-10-22
Spinnaker Investment Group, LLC
INCREASED6,2416,196+45+1%$358.4K$360.9K+$2.5K2026-10-13
Keudell ison Wealth Management
INCREASED6,2064,302+1,904+44%$248.8K$358.8K+$110.0K2026-10-16
Broadway Wealth Solutions, Inc.
INCREASED6,1956,143+52+1%$355.3K$358.3K+$2.9K2026-10-21
XXI Wealth, LLC
INCREASED6,1635,877+286+5%$339.9K$356.3K+$16.4K2026-10-22
Tompkins Financial Corp
DECREASED6,1396,209-70-1%$359.1K$355.0K-$4.2K2026-10-05
Grant Private Wealth Management Inc
NEW6,135—+6,135——$354.7K—2026-10-19
Mechanics Bank Trust Department
UNCHANGED6,1306,13000%$354.6K$354.4K-$1242026-10-13
American Financial & TAX Strategies Inc
UNCHANGED6,1256,12500%$354.3K$354.1K-$1222026-10-16
Wealth Alliance Advisory Group, LLC
INCREASED6,1066,095+11+0%$352.5K$353.0K+$5142026-10-14
Cross Staff Investments Inc
DECREASED6,0836,317-234-4%$365.4K$351.7K-$13.7K2026-10-22
Avidian Wealth Enterprises, LLC
INCREASED6,0734,573+1,500+33%$264.5K$351.2K+$86.7K2026-10-08
MassMutual Private Wealth & Trust, FSB
DECREASED6,0726,622-550-8%$383.0K$351.1K-$31.9K2026-10-05
Cortland Associates Inc
INCREASED6,0626,024+38+1%$348.0K$351.0K+$3.0K2026-10-29
Bluesphere Advisors LLC
DECREASED6,0586,619-561-8%$382.8K$350.3K-$32.6K2026-10-19
Vestor Capital, LLC
DECREASED6,01752,237-46,220-88%$29.4K$1.6K-$27.8K2026-11-04
Oakworth Capital, Inc.
INCREASED6,0095,882+127+2%$342.3K$347.4K+$5.1K2026-10-26
Allegheny Financial Group
DECREASED5,9726,692-720-11%$387.1K$345.3K-$41.8K2026-11-05
Fee-Only Financial Planning, L.C.
UNCHANGED5,9415,94100%$343.6K$343.5K-$1182026-10-23
Beverly Hills Private Wealth, LLC
INCREASED5,9365,020+916+18%$290.3K$343.2K+$52.9K2026-11-04
Neville Rodie & Shaw Inc
UNCHANGED5,8655,86500%$339$339$02026-10-05
Washington Trust Bank
INCREASED5,8235,783+40+1%$334.5K$336.7K+$2.2K2026-11-03
Ejmk Ventures LLC
DECREASED5,7966,040-244-4%$351.1K$336.9K-$14.2K2026-10-21
Excalibur Management Corp
DECREASED5,7905,865-75-1%$339.2K$334.8K-$4.5K2026-11-02
Northcape Wealth Management, LLC
DECREASED5,7655,888-123-2%$340.6K$333.3K-$7.2K2026-11-04
Samalin Investment Counsel, LLC
DECREASED5,7255,745-200%$332.3K$331.0K-$1.3K2026-10-23
Sentry LLC
DECREASED5,6906,020-330-5%$348.2K$329.0K-$19.2K2026-10-30
Miller Financial Services LLC
UNCHANGED5,6795,67900%$328.5K$328.4K-$1132026-10-20
Everhart Financial Group, Inc.
INCREASED5,6544,997+657+13%$289.0K$326.9K+$37.9K2026-10-08
Elyxium Wealth, LLC
INCREASED5,5895,401+188+3%$312.4K$323.2K+$10.8K2026-10-27
First Horizon Corp
DECREASED5,5886,128-540-9%$354.4K$323.1K-$31.3K2026-10-26
CPC Advisors, LLC
INCREASED5,5614,075+1,486+36%$235.7K$321.5K+$85.8K2026-10-21
Alpha Family Trust
UNCHANGED5,5355,53500%$320.1K$320.1K$02026-11-04
71 West Capital Partners
INCREASED5,5305,402+128+2%$312.5K$319.7K+$7.3K2026-11-04
Hanson & Doremus Investment Management
UNCHANGED5,5095,50900%$319.0K$319-$318.7K2026-10-16
Calamos Wealth Management LLC
UNCHANGED5,4855,48500%$317.3K$317.1K-$1092026-11-02
Tempus Wealth Planning, LLC
UNCHANGED5,4605,46000%$315.8K$315.7K-$1092026-10-14
Summit Place Financial Advisors, LLC
NEW5,364—+5,364——$310.1K—2026-10-23
Clear Creek Financial Management, LLC
DECREASED5,3605,410-50-1%$312.9K$309.9K-$3.0K2026-10-28
Stonebridge Financial Group, LLC
DECREASED5,3535,695-342-6%$329.4K$309.5K-$19.9K2026-10-01
Certior Financial Group, LLC
INCREASED5,3365,260+76+1%$304.2K$308.5K+$4.3K2026-10-19
Romano Brothers and Company
DECREASED5,3326,632-1,300-20%$383.6K$308.3K-$75.3K2026-10-22
NTV Asset Management LLC
DECREASED5,3235,449-126-2%$315.2K$307.8K-$7.4K2026-10-23
Chiron Capital Management, LLC
DECREASED5,3068,406-3,100-37%$486.2K$306.8K-$179.4K2026-10-15
Piedmont Capital Management, LLC
UNCHANGED5,3055,30500%$306.8K$306.7K-$1062026-10-21
Genesis Private Wealth, LLC
INCREASED5,3024,068+1,234+30%$235.3K$306.6K+$71.3K2026-11-02
GHP Investment Advisors, Inc.
INCREASED5,2535,082+171+3%$293.9K$303.7K+$9.8K2026-10-15
WBH Advisory Inc
INCREASED5,2514,549+702+15%$263.1K$303.6K+$40.5K2026-11-05
Bond & Devick Financial Network, Inc.
UNCHANGED5,2425,24200%$303.2K$303.1K-$1052026-10-23
Fulton Breakefield Broenniman LLC
DECREASED5,2415,500-259-5%$318.1K$303.0K-$15.1K2026-11-03
Rede Wealth, LLC
INCREASED5,2345,227+7+0%$302.4K$302.6K+$2782026-10-22
Eads & Heald Wealth Management
UNCHANGED5,2305,23000%$302.5K$302.4K-$1042026-10-29
First Interstate Bank
DECREASED5,2246,818-1,594-23%$394.4K$302.1K-$92.3K2026-10-23
General Partner, Inc.
UNCHANGED5,2165,21600%$301.7K$301.6K-$1052026-10-05
Kenora Financial, LLC
DECREASED5,1966,099-903-15%$352.8K$300.4K-$52.3K2026-10-20
SteelPeak Wealth, LLC
NEW5,195—+5,195——$303.1K—2026-10-16
Premier Path Wealth Partners, LLC
DECREASED5,1605,589-429-8%$323.2K$298.3K-$24.9K2026-10-16
Dillon & Associates Inc
DECREASED5,1425,242-100-2%$304.0K$298-$303.7K2026-10-22
New England Research & Management, Inc.
UNCHANGED5,1415,14100%$297.4K$297.3K-$1022026-10-16
Altrius Capital Management Inc
INCREASED5,1395,100+39+1%$295.0K$297.2K+$2.2K2026-11-05
WealthPlan Investment Management, LLC
INCREASED5,1244,964+160+3%$287.1K$296.3K+$9.2K2026-10-15
BostonPremier Wealth LLC
NEW5,116—+5,116——$295.8K—2026-10-16
4Thought Financial Group Inc.
INCREASED5,1125,069+43+1%$293.2K$295.6K+$2.4K2026-11-02
Archer Investment Corp
INCREASED5,1045,095+9+0%$294.7K$295.1K+$4032026-11-05
Rockland Trust Co
UNCHANGED5,0595,05900%$292.6K$292.5K-$1012026-10-05
Herold Advisors, Inc.
INCREASED5,0544,854+200+4%$280.0K$292.2K+$12.2K2026-10-19
McAdam, LLC
INCREASED5,0384,713+325+7%$272.6K$291.3K+$18.7K2026-10-21
Chilton Capital Management LLC
UNCHANGED5,0005,00000%$289.2K$289.1K-$1002026-10-28
O'Domhnaill Enterprises, Inc.
UNCHANGED5,0005,00000%$289.2K$289.1K-$1002026-10-29
Cherokee Insurance Co
UNCHANGED5,0005,00000%$289.2K$289.1K-$1002026-11-05
KCM Investment Advisors LLC
DECREASED4,9875,687-700-12%$328.9K$288.3K-$40.6K2026-10-27
MPS Loria Financial Planners, LLC
INCREASED4,9834,963+20+0%$287.4K$288.4K+$1.1K2026-10-14
Aviso Wealth Management
DECREASED4,9575,369-412-8%$310.6K$286.6K-$24.0K2026-11-04
Intrua Financial, LLC
INCREASED4,9534,276+677+16%$247.3K$286.4K+$39.1K2026-10-28
Equitable Trust Co
DECREASED4,9474,959-120%$286.8K$286.0K-$7942026-10-13
AdvisorNet Financial, Inc
DECREASED4,9305,211-281-5%$301.4K$308.5K+$7.0K2026-10-15
Albion Financial Group
INCREASED4,9214,884+37+1%$282.5K$284.5K+$2.0K2026-10-21
MCF Advisors LLC
INCREASED4,9154,683+232+5%$272.1K$285.9K+$13.8K2026-10-28
Jmac Enterprises LLC
INCREASED4,9004,898+2+0%$283.3K$283.3K+$32026-10-30
Sterling Capital Management LLC
DECREASED4,89710,279-5,382-52%$594.5K$283.1K-$311.4K2026-10-22
Asset One Wealth Management LLC
NEW4,852—+4,852——$280.5K—2026-11-02
Integrated Advisors Network LLC
DECREASED4,8465,134-288-6%$296.9K$280.2K-$16.8K2026-10-20
Provenance Wealth Advisors, LLC
INCREASED4,83111+4,820+43818%$636$279.3K+$278.7K2026-10-30
SC&H Financial Advisors, Inc.
INCREASED4,8264,819+7+0%$278.7K$279.0K+$3072026-10-14
Facet Wealth, Inc.
DECREASED4,8018,493-3,692-43%$491.2K$277.6K-$213.6K2026-11-04
Plancorp, LLC
INCREASED4,7734,107+666+16%$245.9K$310.0K+$64.1K2026-11-03
Wealth Science Advisors LLC
DECREASED4,7494,897-148-3%$283.2K$274.6K-$8.7K2026-10-09
Greatmark Investment Partners, Inc.
INCREASED4,7304,351+379+9%$251.7K$273.5K+$21.8K2026-10-28
Wealth Dimensions Group, Ltd.
UNCHANGED4,7224,72200%$273.1K$273.1K-$952026-11-02
Harbor Investment Advisory, LLC
INCREASED4,7124,262+450+11%$246.5K$272.4K+$25.9K2026-10-13
Capital Asset Advisory Services LLC
DECREASED4,68728,796-24,109-84%$1.7M$305.5K-$1.4M2026-10-30
BAR Harbor Wealth Management
DECREASED4,6794,844-165-3%$280.2K$270.5K-$9.6K2026-10-21
Summit Asset Management, LLC
DECREASED4,6784,686-80%$271.0K$270.5K-$5562026-11-05
Lanark Financial, Inc.
INCREASED4,6664,519+147+3%$261.4K$269.8K+$8.4K2026-10-26
Berman McAleer LLC
DECREASED4,6554,675-200%$270.4K$269.2K-$1.2K2026-10-16
Compass Wealth Management, LLC
UNCHANGED4,6494,64900%$268.9K$268.8K-$932026-10-30
55 North Private Wealth, LLC
INCREASED4,6224,454+168+4%$257.6K$267.2K+$9.6K2026-10-20
Ledyard National Bank
INCREASED4,6094,408+201+5%$255.0K$266.5K+$11.5K2026-10-21
Cyndeo Wealth Partners, LLC
INCREASED4,6044,511+93+2%$260.9K$266.2K+$5.3K2026-10-16
CoreCap Advisors, LLC
DECREASED4,6025,497-895-16%$317.9K$266.1K-$51.8K2026-10-08
Focus Financial Network, Inc.
INCREASED4,5973,517+1,080+31%$203.4K$265.8K+$62.4K2026-10-14
Old Second National Bank of Aurora
UNCHANGED4,5904,59000%$265.5K$265.4K-$932026-10-22
Barlow Wealth Partners, LLC
UNCHANGED4,5894,58900%$273.0K$273.6K+$6422026-10-15
Wealth Group, Ltd.
NEW4,569—+4,569——$264—2026-10-30
Arsenal Capital Advisors LLC
UNCHANGED4,5674,56700%$264.2K$264.1K-$912026-11-02
Probity Advisors, Inc.
UNCHANGED4,5664,56600%$264.1K$264.0K-$912026-10-23
DeDora Capital, Inc.
INCREASED4,5594,264+295+7%$246.6K$263.6K+$17.0K2026-10-26
NWF Advisory Services Inc.
INCREASED4,5464,448+98+2%$257.3K$262.8K+$5.5K2026-10-19
Pinnacle Wealth Management Group, Inc.
UNCHANGED4,5004,50000%$260.3K$260.2K-$902026-10-15
Kingswood Wealth Advisors, LLC
INCREASED4,4854,034+451+11%$233.3K$259.3K+$26.0K2026-10-23
Citadel Investment Advisory, Inc.
INCREASED4,4684,376+92+2%$253.0K$258.0K+$5.0K2026-10-15
Tred Avon Family Wealth, LLC
INCREASED4,4674,173+294+7%$241.4K$258.3K+$16.9K2026-10-20
BLB&B Advisors, LLC
DECREASED4,4655,677-1,212-21%$328.4K$258.2K-$70.2K2026-10-27
Forvis Mazars Wealth Advisors, LLC
INCREASED4,4654,276+189+4%$247.3K$258.2K+$10.8K2026-10-13
Burney Co/
DECREASED4,4576,075-1,618-27%$351.4K$257.7K-$93.7K2026-10-15
Deseret Mutual Benefit Administrators
UNCHANGED4,4334,43300%$256.4K$256.3K-$892026-11-04
Evermay Wealth Management LLC
DECREASED4,4264,790-364-8%$279.0K$257.9K-$21.1K2026-11-05
Davidson Trust Co
DECREASED4,3934,441-48-1%$256.9K$254.0K-$2.9K2026-10-09
Axim Planning & Wealth
DECREASED4,3684,472-104-2%$258.7K$252.6K-$6.1K2026-10-28
CMG Global Holdings, LLC
UNCHANGED4,3624,36200%$252.3K$252.2K-$872026-10-14
Ddfg, Inc
INCREASED4,3594,342+17+0%$251.1K$252.0K+$8772026-10-15
AMG National Trust Bank
INCREASED4,3554,160+195+5%$240.6K$251.8K+$11.2K2026-11-05
Veracity Capital LLC
NEW4,319—+4,319——$249.7K—2026-10-08
Telos Capital Management, Inc.
INCREASED4,3154,255+60+1%$246.1K$249.5K+$3.4K2026-11-02
Terra Nova Asset Management LLC
UNCHANGED4,2984,29800%$248.6K$248.5K-$862026-10-13
Silverlake Wealth Management LLC
INCREASED4,2774,273+4+0%$247.1K$247.3K+$1902026-10-21
Laurel OAK Wealth Management, LLC
NEW4,274—+4,274——$247.1K—2026-10-19
Godsey & Gibb, Inc
INCREASED4,2434,240+3+0%$245.2K$245.3K+$882026-10-14
Financial Security Advisor, Inc.
DECREASED4,2044,648-444-10%$271.1K$245.3K-$25.9K2026-11-03
Morton Capital Management LLC
DECREASED4,1894,661-472-10%$269.6K$242.2K-$27.4K2026-10-23
RMR Wealth Builders
INCREASED4,1313,668+463+13%$212.2K$238.8K+$26.7K2026-10-22
Titleist Asset Management, LLC
INCREASED4,1244,016+108+3%$232.3K$238.5K+$6.2K2026-10-08
HCR Wealth Advisors
INCREASED4,1173,970+147+4%$229.6K$238.1K+$8.4K2026-10-15
Americana Partners, LLC
INCREASED4,1124,082+30+1%$236.1K$237.8K+$1.7K2026-10-28
Aljian Capital Management, LLC
DECREASED4,1034,229-126-3%$244.6K$237.2K-$7.4K2026-10-28
Fingerlakes Wealth Management, Inc.
INCREASED4,0864,053+33+1%$234.4K$236.2K+$1.8K2026-11-04
Focused Wealth Management, Inc
DECREASED4,0575,044-987-20%$291.7K$234.6K-$57.2K2026-10-30
Keystone Wealth Services, LLC
DECREASED4,0574,058-10%$234.7K$240.6K+$5.9K2026-11-03
Lloyd Advisory Services, Llc.
INCREASED4,0352,956+1,079+37%$171.0K$233.3K+$62.3K2026-11-02
Westside Investment Management, Inc.
UNCHANGED4,0184,01800%$232.4K$233.0K+$5512026-11-02
Robinson Smith Wealth Advisors LLC
UNCHANGED4,0164,01600%$232.3K$232.2K-$802026-10-22
Fidelity D & D Bancorp Inc
DECREASED3,9954,131-136-3%$238.9K$231.0K-$7.9K2026-11-05
Schmidt P J Investment Management Inc
UNCHANGED3,9593,95900%$229.0K$228.9K-$792026-11-02
Washington Trust Advisors, Inc.
INCREASED3,9453,942+3+0%$228.0K$228.1K+$952026-10-22
Allen Capital Group, LLC
INCREASED3,9243,775+149+4%$218.3K$226.9K+$8.5K2026-10-27
SBI Securities Co., Ltd.
INCREASED3,9203,773+147+4%$218.2K$226.7K+$8.4K2026-10-22
Turtle Creek Wealth Advisors, LLC
DECREASED3,9055,183-1,278-25%$299.9K$225.8K-$74.1K2026-10-15
Burford Brothers, Inc.
UNCHANGED3,8743,87400%$224.1K$224.0K-$772026-10-21
NBH Bank
DECREASED3,8683,900-32-1%$225.6K$223.6K-$1.9K2026-11-05
Garde Capital, Inc.
UNCHANGED3,8633,86300%$223.4K$223.4K-$772026-10-29
Fragasso Financial Advisors Inc
DECREASED3,8545,352-1,498-28%$309.6K$232.8K-$76.7K2026-10-13
Symmetry Partners, LLC
INCREASED3,8533,844+9+0%$222.3K$222.8K+$4402026-10-27
Income Insurance Ltd
UNCHANGED3,8353,83500%$221.8K$221.7K-$762026-10-21
Commonwealth Retirement Investments LLC
INCREASED3,8273,826+1+0%$221.3K$221.3K-$182026-10-26
LexAurum Advisors, LLC
UNCHANGED3,8123,81200%$220.5K$220.4K-$762026-10-19
Opus Capital Group, LLC
INCREASED3,8033,771+32+1%$218.0K$220-$217.8K2026-10-30
Sawyer & Company, Inc
DECREASED3,7923,812-20-1%$220.5K$219.3K-$1.2K2026-10-21
LVW Advisors, LLC
DECREASED3,7683,828-60-2%$221.4K$217.9K-$3.5K2026-10-19
South Shore Capital Advisors
UNCHANGED3,7613,76100%$217.5K$217.5K-$752026-10-20
Partners Wealth Management, LLC
NEW3,741—+3,741——$218.3K—2026-10-28
Balefire, LLC
INCREASED3,7303,508+222+6%$202.9K$215.7K+$12.8K2026-10-09
Asio Capital, LLC
NEW3,717—+3,717——$214.9K—2026-10-19
Magnus Financial Group LLC
INCREASED3,7093,664+45+1%$211.9K$214.5K+$2.5K2026-10-21
Wealth Architects, LLC
DECREASED3,7073,760-53-1%$217.5K$214.3K-$3.1K2026-11-03
D'Orazio & Associates, Inc.
NEW3,701—+3,701——$214.0K—2026-11-04
Naples Global Advisors, LLC
DECREASED3,6763,855-179-5%$224.9K$214.5K-$10.4K2026-11-05
Blue Water Asset Management
INCREASED3,6673,643+24+1%$210.7K$212.0K+$1.3K2026-11-04
Portfolio Design Labs, LLC
UNCHANGED3,6573,65700%$211.5K$211.4K-$732026-11-04
Csenge Advisory Group
DECREASED3,6553,731-76-2%$215.8K$211.3K-$4.5K2026-11-04
Bingham Private Wealth, LLC
DECREASED3,6393,770-131-3%$218.1K$210.4K-$7.7K2026-11-05
Cromwell Holdings LLC
DECREASED3,6303,774-144-4%$220.2K$211.8K-$8.4K2026-10-28
BridgePort Financial Solutions, LLC
NEW3,613—+3,613——$208.9K—2026-11-02
Accurate Wealth Management, LLC
DECREASED3,6124,087-475-12%$240.5K$222.1K-$18.4K2026-10-20
Peachtree Investment Partners, LLC
NEW3,601—+3,601——$208.2K—2026-11-05
Capital City Trust Co
UNCHANGED3,6003,60000%$208.2K$208.2K-$722026-10-22
Balentine LLC
INCREASED3,5933,583+10+0%$207.2K$207.7K+$5062026-11-03
Prentice Wealth Management LLC
INCREASED3,5893,580+9+0%$207.1K$207.5K+$4492026-10-20
Mattern Wealth Management LLC
UNCHANGED3,5763,57600%$206.8K$206.8K-$722026-11-04
Abel Hall, LLC
NEW3,571—+3,571——$206.4K—2026-10-19
Well Done, LLC
NEW3,566—+3,566——$206.2K—2026-10-20
American National Bank & Trust
UNCHANGED3,5603,56000%$205.9K$205.8K-$712026-10-07
SmartHarvest Portfolios, LLC
DECREASED3,5545,293-1,739-33%$306.2K$205.5K-$100.7K2026-10-26
RW Investment Management LLC
UNCHANGED3,5203,52000%$203.6K$203.5K-$702026-11-03
First Bancorp, Inc
INCREASED3,5123,422+90+3%$197.9K$203.1K+$5.1K2026-10-26
RMR Capital Management, LLC
UNCHANGED3,5093,50900%$203.0K$202.9K-$712026-10-23
Monarch Capital Management Inc
UNCHANGED3,5003,50000%$204.0K$203.9K-$102026-10-19
Pekin Hardy Strauss, Inc.
UNCHANGED3,5003,50000%$202.4K$202.4K-$702026-11-02
Greenhouse Wealth Management, LLC
UNCHANGED3,4973,49700%$202.3K$202.2K-$692026-10-20
CWA Asset Management Group, LLC
DECREASED3,4963,753-257-7%$217.1K$202.1K-$14.9K2026-10-19
626 Financial, LLC
UNCHANGED3,4963,49600%$202.2K$202.1K-$702026-11-04
First County Bank
UNCHANGED3,4793,47900%$201.2K$201.2K-$692026-10-13
Baker Tilly Wealth Management, LLC
DECREASED3,4673,661-194-5%$211.7K$200.5K-$11.3K2026-10-05
Root Financial Partners, LLC
NEW3,465—+3,465——$200.3K—2026-10-21
First Financial Bank - Trust Division
NEW3,465—+3,465——$200.3K—2026-10-01
Arnhold LLC
UNCHANGED3,4603,46000%$200.1K$200.1K-$692026-10-26
Howland Capital Management LLC
INCREASED3,4573,433+24+1%$200.3K$201.6K+$1.3K2026-10-22
Capital Advisors, Ltd. LLC
INCREASED3,4303,412+18+1%$197$198+$12026-10-27
Bangor Savings Bank
UNCHANGED3,4013,40100%$196.7K$196.6K-$682026-10-06
FSM Wealth Advisors, LLC
NEW3,386—+3,386——$205.4K—2026-10-27
Canvas Wealth Advisors, LLC
NEW3,381—+3,381——$211.4K—2026-11-02
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED3,3426,042-2,700-45%$351.9K$193.2K-$158.6K2026-10-21
Southern Michigan Bank & Trust
DECREASED3,3243,372-48-1%$195.0K$192.2K-$2.8K2026-10-19
Oslo Pensjonsforsikring AS
UNCHANGED3,3173,31700%$191.9K$191.8K-$672026-10-15
Generali Investments, Management Co LLC
DECREASED3,3064,258-952-22%$246.3K$191.2K-$55.1K2026-10-19
Signature Equity Partners, LLC
INCREASED3,2782,979+299+10%$172.3K$189.5K+$17.2K2026-10-29
Intesa Sanpaolo Wealth Management
UNCHANGED3,2343,23400%$187.1K$187.0K-$652026-10-28
Meridian Financial Partners LLC
NEW3,191—+3,191——$201.1K—2026-10-23
Latitude Advisors, LLC
NEW3,180—+3,180——$183.9K—2026-10-27
First Community Trust NA
UNCHANGED2,9682,96800%$171.7K$171.6K-$592026-10-07
Financiere des Professionnels - Fonds d'investissement inc.
UNCHANGED2,9002,90000%$167.7K$167.7K-$582026-11-03
Pinnacle Wealth Planning Services, Inc.
DECREASED2,8852,933-48-2%$169.6K$166.8K-$2.8K2026-10-27
Trust Co
UNCHANGED2,6682,66800%$154.3K$154.3K-$532026-10-09
Rossby Financial, LCC
INCREASED2,624905+1,719+190%$52.3K$151.7K+$99.4K2026-11-05
Golden State Wealth Management, LLC
UNCHANGED2,6222,62200%$151.7K$151.6K-$512026-11-02
Bayban
UNCHANGED2,5902,59000%$149.8K$149.8K$02026-11-05
GK Wealth Management LLC
NEW2,525—+2,525——$146.0K—2026-10-09
City State Bank
UNCHANGED2,5132,51300%$145.4K$145.3K-$502026-10-20
Acropolis Investment Management, LLC
DECREASED2,5112,580-69-3%$149.2K$145.2K-$4.0K2026-10-08
Versant Capital Management, Inc
INCREASED2,4832,034+449+22%$117.6K$143.6K+$25.9K2026-10-02
Beacon Investment Advisory Services, Inc.
DECREASED2,4433,355-912-27%$194.1K$141.3K-$52.8K2026-10-13
Pinnacle Bancorp, Inc.
UNCHANGED2,3082,30800%$133.5K$133.4K-$462026-10-21
JFS Wealth Advisors, LLC
DECREASED2,2062,260-54-2%$130.9K$127.7K-$3.2K2026-11-03
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED2,1547,846-5,692-73%$453.8K$124.5K-$329.3K2026-10-14
Asset Dedication, LLC
INCREASED2,1191,933+186+10%$111.8K$122.5K+$10.7K2026-11-03
American Capital Advisory, LLC
DECREASED2,0682,100-32-2%$121.5K$119.6K-$1.9K2026-10-28
Redwood Park Advisors LLC
INCREASED2,0442,027+17+1%$117.2K$118.2K+$9532026-11-02
DT Investment Partners, LLC
UNCHANGED2,0092,00900%$116.2K$116.2K-$402026-10-27
Creative Financial Designs Inc
INCREASED1,9991,985+14+1%$114.8K$115.6K+$7712026-11-04
Cape Investment Advisory, Inc.
DECREASED1,9411,961-20-1%$113.4K$112.2K-$1.2K2026-10-13
Financial Network Wealth Advisors LLC
DECREASED1,8982,014-116-6%$116.5K$109.8K-$6.7K2026-10-28
Foster Dykema Cabot & Partners, LLC
UNCHANGED1,8591,85900%$108.5K$108.5K$02026-10-30
Country Trust Bank
UNCHANGED1,8201,82000%$105.3K$105.2K-$362026-10-30
Union Bancaire Privee, UBP SA
INCREASED1,808242+1,566+647%$12.7K$106.9K+$94.2K2026-11-04
Kentucky Trust Co
INCREASED1,7941,496+298+20%$86.5K$103.7K+$17.2K2026-10-15
First United Bank & Trust
INCREASED1,7751,568+207+13%$90.7K$102.6K+$11.9K2026-10-22
Heritage Family Offices, LLP
NEW1,707—+1,707——$98.7K—2026-11-02
Princeton Global Asset Management LLC
UNCHANGED1,7021,70200%$98.4K$98.4K-$342026-10-21
Proathlete Wealth Management LLC
INCREASED1,6551,498+157+10%$86.7K$95.7K+$9.0K2026-10-15
Ascentis Independent Advisors
INCREASED1,627378+1,249+330%$21.9K$94.1K+$72.3K2026-11-03
Roxbury Financial LLC
INCREASED1,6001,590+10+1%$92.0K$92.5K+$5272026-10-01
Summit Securities Group LLC
NEW1,594—+1,594——$92.2K—2026-11-05
Hoese & Co LLP
UNCHANGED1,5531,55300%$89.8K$89.8K-$472026-10-21
Curat Global, LLC
INCREASED1,475855+620+73%$32.4K$85.3K+$52.9K2026-10-26
Hilltop National Bank
UNCHANGED1,4271,42700%$82.5K$82.5K-$272026-10-14
Elevation Wealth Partners, LLC
DECREASED1,4201,710-290-17%$98.9K$82.1K-$16.8K2026-10-07
Piscataqua Savings Bank
UNCHANGED1,4161,41600%$81.9K$81.9K-$422026-10-21
Ashurst Perkins Coie Trust Co
UNCHANGED1,2791,27900%$74.0K$73.9K-$382026-10-15
Duncker Streett & Co Inc
UNCHANGED1,2311,23100%$71.2K$71.2K-$252026-10-27
Moisand Fitzgerald Tamayo, LLC
UNCHANGED1,1691,16900%$67.6K$67.6K-$232026-10-15
Hilton Head Capital Partners, LLC
UNCHANGED1,1291,12900%$65.3K$65.3K-$232026-10-23
Fortitude Family Office, LLC
INCREASED1,1191,056+63+6%$61.1K$64.7K+$3.6K2026-10-14
Private Wealth Management Group, LLC
INCREASED1,075552+523+95%$31.9K$62.2K+$30.2K2026-10-19
Hazlett, Burt & Watson, Inc.
UNCHANGED1,0741,07400%$50.0K$62-$50.0K2026-11-04
SBK Financial, Inc.
UNCHANGED1,0501,05000%$60.7K$60.7K-$212026-11-02
Sfam, LLC
UNCHANGED1,0461,04600%$60.5K$60.5K-$212026-11-03
Silver Grove Financial Group, Inc.
INCREASED1,0401,006+34+3%$58.2K$60.1K+$2.0K2026-11-05
Burkett Financial Services, LLC
NEW1,032—+1,032——$59.7K—2026-10-01
Laurel Wealth Advisors LLC
NEW1,002—+1,002——$57.9K—2026-10-27
Kelleher Financial Advisors
DECREASED9991,998-999-50%$115.6K$57.8K-$57.8K2026-10-30
Lipe & Dalton
UNCHANGED97197100%$56$56$02026-10-15
Financial Perspectives, Inc
INCREASED945944+1+0%$54.6K$54.6K-$42026-11-03
Pathway Financial Advisers, LLC
NEW939—+939——$54.3K—2026-10-27
Birchbrook, Inc.
UNCHANGED93393300%$54.0K$53.9K-$182026-10-14
Plante Moran Financial Advisors, LLC
DECREASED9231,014-91-9%$58.7K$53.4K-$5.3K2026-11-04
MV Capital Management, Inc.
DECREASED918927-9-1%$53.6K$53.1K-$5392026-10-29
Steph & Co
DECREASED8821,174-292-25%$67.9K$51.0K-$16.9K2026-10-07
Transce3nd, LLC
NEW881—+881——$55.3K—2026-10-26
Maryland Capital Advisors Inc.
UNCHANGED87987900%$50.8K$50.8K-$192026-10-15
Quest 10 Wealth Builders, Inc.
INCREASED874354+520+147%$20.5K$50.5K+$30.0K2026-11-02
Financial Consulate, Inc
DECREASED851861-10-1%$49.8K$49.2K-$5892026-10-23
Vision Financial Markets LLC
UNCHANGED83883800%$49.5K$48.5K-$1.1K2026-10-22
Flagship Wealth Advisors, LLC
UNCHANGED83083000%$48.0K$48.0K-$162026-11-03
Balance Wealth Partners LLC
NEW815—+815——$47.1K—2026-10-27
Morton Brown Family Wealth, LLC
INCREASED814764+50+7%$44.2K$47.1K+$2.9K2026-10-23
Elevated Capital Advisors, LLC
INCREASED811198+613+310%$11.5K$46.9K+$35.4K2026-11-04
Horizon Financial Services, LLC
INCREASED807733+74+10%$42.4K$46.7K+$4.3K2026-11-04
GGM Financial LLC
INCREASED804669+135+20%$38.7K$46.5K+$7.8K2026-11-05
Highline Wealth Partners LLC
INCREASED794448+346+77%$25.9K$45.9K+$20.0K2026-10-19
Owl Creek Wealth Partners LLC
DECREASED789978-189-19%$56.6K$45.6K-$10.9K2026-10-20
Joseph Group Capital Management
INCREASED787627+160+26%$36.3K$45.5K+$9.2K2026-11-04
Tower View Wealth Management LLC
INCREASED770763+7+1%$44.2K$44.5K+$3592026-10-23
Jnba Financial Advisors
INCREASED762638+124+19%$36.9K$44.1K+$7.2K2026-11-03
Planning Strategies Inc.
INCREASED762756+6+1%$43.7K$44.1K+$3322026-10-02
Tsfg, LLC
DECREASED7322,567-1,835-71%$148.0K$42-$148.0K2026-10-23
Richardson Financial Services Inc.
INCREASED725580+145+25%$33.5K$41.9K+$8.4K2026-10-30
Rydar Equities, Inc.
NEW722—+722——$42.9K—2026-10-13
City Holding Co
UNCHANGED70070000%$40.5K$40.5K-$212026-10-19
Mosley Wealth Management
INCREASED698504+194+38%$29.2K$44.0K+$14.8K2026-10-16
High Point Wealth Management, LLC
UNCHANGED67267200%$38.9K$38.9K-$142026-11-05
PFS Partners, LLC
UNCHANGED66166100%$38.2K$38.2K+$312026-10-21
Nfsg Corp
DECREASED6571,641-984-60%$94.9K$38.0K-$56.9K2026-10-15
Indiana Trust & Investment Management Co
DECREASED6431,143-500-44%$66.1K$37.2K-$28.9K2026-10-22
Lodestone Wealth Management LLC
UNCHANGED64064000%$37.0K$37.0K+$22026-10-14
Community Financial Services Group, LLC
DECREASED630662-32-5%$39.3K$36.4K-$2.9K2026-10-15
Birch Financial Group, LLC
NEW629—+629——$36.4K—2026-10-27
Buck Wealth Strategies, LLC
INCREASED621527+94+18%$30.5K$35.9K+$5.5K2026-10-28
Mowery & Schoenfeld Wealth Management, LLC
DECREASED6131,356-743-55%$78.4K$35.4K-$43.0K2026-10-28
Hara Capital LLC
DECREASED611625-14-2%$36.5K$35.6K-$8172026-10-30
Armstrong Advisory Group, Inc
UNCHANGED60460400%$34.9K$34.9K-$122026-10-09
DiNuzzo Private Wealth, Inc.
INCREASED588468+120+26%$27.1K$34.0K+$6.9K2026-10-16
AXS Investments LLC
DECREASED587778-191-25%$45.0K$33.9K-$11.1K2026-11-04
Byrne Asset Management LLC
UNCHANGED58558500%$33.8K$33.8K-$462026-10-06
Nemes Rush Group LLC
DECREASED531536-5-1%$31.0K$30.7K-$3132026-11-04
Investors Research Corp
DECREASED520575-55-10%$33.3K$30.1K-$3.2K2026-10-07
Adirondack Trust Co
UNCHANGED51351300%$29.7K$29.7K-$162026-10-14
St. Johns Investment Management Company, LLC
UNCHANGED50050000%$28.9K$28.9K-$102026-10-30
West Branch Capital LLC
UNCHANGED50050000%$28.9K$28.9K-$102026-10-20
New England Capital Financial Advisors LLC
INCREASED499496+3+1%$28.7K$28.9K+$1422026-11-03
Glass Jacobson Investment Advisors llc
UNCHANGED49349300%$28.5K$28.5K-$102026-10-26
Compass Financial Management LLC
INCREASED491274+217+79%$16.6K$28.4K+$11.8K2026-10-30
North Point Portfolio Managers Corp
NEW481—+481——$28.1K—2026-10-07
IFS Advisors, LLC
INCREASED480410+70+17%$23.7K$27.8K+$4.0K2026-10-14
High Note Wealth, LLC
INCREASED479468+11+2%$27.1K$27.7K+$6272026-10-27
Advocate Investing Services LLC
UNCHANGED46946900%$27.1K$27.1K-$92026-10-26
Catalyst Capital Advisors LLC
INCREASED463460+3+1%$26.6K$26.8K+$1652026-11-02
J.Safra Asset Management Corp
UNCHANGED46246200%$26.7K$26.7K-$92026-11-03
Dynamic Wealth Strategies, LLC
UNCHANGED45945900%$26.5K$26.5K-$102026-10-16
Cherry Tree Wealth Management, LLC
INCREASED456454+2+0%$26.3K$26.4K+$1382026-10-15
Ares Financial Consulting, LLC
UNCHANGED45345300%$26.2K$26.2K-$102026-10-19
Miller Global Investments, LLC
NEW447—+447——$25.8K—2026-10-02
Hughes Financial Services, LLC
INCREASED442348+94+27%$20.1K$27.6K+$7.5K2026-10-30
Asset Planning,Inc
DECREASED441546-105-19%$31.6K$25.5K-$6.1K2026-10-26
Main Street Group, LTD
UNCHANGED43443400%$25.1K$25.1K-$92026-10-28
Brown, Lisle Ings, Inc.
UNCHANGED42842800%$24.8K$24.7K-$92026-10-16
James T. Borello RIA
DECREASED426427-10%$24.7K$24.6K-$652026-10-16
Phillip James Consulting Co.
UNCHANGED42242200%$24.4K$24.4K-$82026-11-03
Olistico Wealth, LLC
UNCHANGED41341300%$23.9K$23.9K-$82026-10-05
Avion Wealth
DECREASED411415-4-1%$24.0K$23-$24.0K2026-11-04
Aventus Investment Advisors, Inc.
UNCHANGED41041000%$23.7K$23.7K-$82026-10-09
Virginia Estate & Retirement Planning Advisors Inc.
INCREASED402400+2+1%$23.2K$23.3K+$982026-10-14
Canton Hathaway, LLC
UNCHANGED40040000%$23.1K$23.1K-$82026-10-23
Three Bridge Wealth Advisors, LLC
NEW395—+395——$23.0K—2026-11-05
Dhjj Financial Advisors, Ltd.
UNCHANGED39339300%$22.7K$22.7K-$82026-10-23
Cornerstone National Bank & Trust Co
NEW385—+385——$22.2K—2026-10-20
MJT & Associates Financial Advisory Group, Inc.
INCREASED384259+125+48%$15.0K$22.2K+$7.2K2026-10-07
Physician Wealth Advisors, Inc.
DECREASED370617-247-40%$35.7K$21.4K-$14.3K2026-10-20
MB, Levis & Associates, LLC
INCREASED368367+1+0%$21.2K$21.3K+$452026-10-16
CrossGen Wealth, LLC
INCREASED357234+123+53%$13.5K$20.6K+$7.1K2026-10-30
Global X Japan Co., Ltd.
UNCHANGED34534500%$20.0K$19.9K-$72026-10-21
Kings Path Partners LLC
UNCHANGED34534500%$20.0K$19.9K-$72026-10-21
Investment Research & Advisory Group, Inc.
UNCHANGED34034000%$24.7K$23.4K-$1.3K2026-10-19
Hager Investment Management Services, LLC
UNCHANGED34034000%$19.7K$19.7K-$72026-11-04
Pacific Center for Financial Services
INCREASED329328+1+0%$19.0K$19.0K+$82026-10-15
Halbert Hargrove Global Advisors, LLC
DECREASED325330-5-2%$19.1K$18.8K-$2762026-10-16
WPG Advisers, LLC
UNCHANGED30830800%$17.8K$17.8K-$62026-10-27
Thompson Investment Management, Inc.
UNCHANGED30030000%$17.4K$17.3K-$62026-10-14
Bare Financial Services, Inc
DECREASED297301-4-1%$17.4K$17.2K-$2372026-11-04
Wolff Wiese Magana LLC
UNCHANGED28628600%$16.5K$16.5K-$62026-10-15
Covestor Ltd
INCREASED284280+4+1%$16$16$02026-10-30
Intelligent Financial Strategies
UNCHANGED28028000%$16.3K$16.3K$02026-10-16
Nvwm, LLC
DECREASED279284-5-2%$16.4K$16.1K-$2952026-10-14
Cranbrook Wealth Management, LLC
UNCHANGED27827800%$16.1K$16.1K-$62026-10-28
Guardian Partners Inc.
UNCHANGED27527500%$15.9K$15.9K-$62026-10-21
Payden & Rygel
UNCHANGED27027000%$16$16$02026-10-28
Bell Investment Advisors, Inc
INCREASED269237+32+14%$13.7K$15.6K+$1.8K2026-10-29
Syntax Research, Inc.
UNCHANGED26926900%$15.6K$15.6K-$52026-11-04
Accordant Advisory Group Inc
UNCHANGED26926900%$15.6K$15.6K-$52026-10-29
Gen-Wealth Partners Inc
INCREASED263262+1+0%$15.1K$15.2K+$772026-11-04
DecisionPoint Financial, LLC
INCREASED26216+246+1538%$950$15.1K+$14.2K2026-10-27
Newton One Investments LLC
INCREASED252250+2+1%$14.4K$14.6K+$1172026-10-14
Financial Management Professionals, Inc.
INCREASED241174+67+39%$10.2K$14.1K+$3.9K2026-10-23
SJS Investment Consulting Inc.
DECREASED239280-41-15%$16.2K$13.8K-$2.4K2026-10-26
William Mack & Associates, Inc.
NEW233—+233——$13.5K—2026-10-27
IMG Wealth Management, Inc.
INCREASED231138+93+67%$8.0K$13.4K+$5.4K2026-10-27
Triumph Capital Management
DECREASED228246-18-7%$14.2K$13.2K-$1.0K2026-10-14
Bay Harbor Wealth Management, LLC
INCREASED221186+35+19%$10.8K$12.9K+$2.1K2026-11-03
Evolution Wealth Management Inc.
DECREASED219799-580-73%$46.2K$12.7K-$33.6K2026-10-28
RHL Group, LLC
DECREASED210211-10%$12.2K$12.1K-$962026-11-04
Compass Wealth Management LLC
NEW207—+207——$12.0K—2026-10-22
Bfsg, LLC
UNCHANGED20720700%$12.0K$12.0K-$42026-10-30
MidAtlantic Capital Management, Inc.
NEW200—+200——$11.6K—2026-11-05
Chapman Financial Group, LLC
UNCHANGED20020000%$11.6K$11.6K-$42026-10-26
Cdkv Holdings LLC
UNCHANGED20020000%$11.6K$11.6K-$42026-10-28
Navigoe, LLC
INCREASED191184+7+4%$10$11+$12026-11-04
Arlington Trust Co LLC
INCREASED181137+44+32%$7.9K$10.5K+$2.5K2026-10-20
RMG Wealth Management LLC
UNCHANGED18118100%$11.3K$11.7K+$4862026-10-26
Aspect Partners, LLC
UNCHANGED17917900%$10.4K$10.4K-$32026-10-20
Brown Shipley& Co Ltd
UNCHANGED17817800%$10.3K$10.3K-$42026-10-09
Bayforest Capital Ltd
DECREASED1741,031-857-83%$59.6K$10.1K-$49.6K2026-11-03
Catherine Avery Investment Management LLC
INCREASED173172+1+1%$9.9K$10.0K+$812026-10-14
Comprehensive Financial Planning, Inc.
UNCHANGED16916900%$9.8K$9.8K-$42026-10-27
Nova Financial LLC
NEW168—+168——$9.7K—2026-11-04
Creative Capital Management Investments LLC
INCREASED167122+45+37%$7.1K$9.7K+$2.6K2026-10-28
Robinson Value Management, Ltd.
UNCHANGED16616600%$9.6K$9.6K-$32026-10-20
Markowski Investments
DECREASED148193-45-23%$11.2K$8.6K-$2.6K2026-10-30
Murphy & Mullick Capital Management Corp
UNCHANGED14714700%$8.5K$8.5K+$12026-11-02
Atwood & Palmer Inc
UNCHANGED14514500%$8.4K$8.4K-$32026-10-08
Breakwater Investment Management
INCREASED140117+23+20%$6.8K$8.1K+$1.3K2026-10-20
Wilkerson Advisory Group LLC
INCREASED140124+16+13%$7.2K$8.1K+$9232026-10-20
Downshift Financial, LLC
INCREASED136107+29+27%$6.2K$7.9K+$1.7K2026-10-13
Clark Wealth Partners
INCREASED13476+58+76%$4.4K$7.8K+$3.4K2026-10-19
Coastline Trust Co
UNCHANGED12512500%$7.2K$7.2K-$22026-10-01
Prudent Man Investment Management, Inc.
UNCHANGED12412400%$6.7K$7.2K+$4952026-11-03
UMB Private Wealth Management, LLC
NEW122—+122——$7.1K—2026-10-19
Strengthening Families & Communities, LLC
UNCHANGED11911900%$6.9K$6.9K-$22026-10-21
Concord Wealth Partners
UNCHANGED11311300%$6.5K$6.5K-$22026-11-02
Tounjian Advisory Partners, LLC
INCREASED10948+61+127%$2.8K$6.3K+$3.5K2026-11-04
Barrett & Company, Inc.
UNCHANGED10810800%$6.2K$6.3K+$502026-10-22
Entrust Financial LLC
UNCHANGED10610600%$6.1K$6.1K-$22026-11-04
Pittenger & Anderson Inc
UNCHANGED10210200%$5.9K$5.9K-$22026-11-02
Signature Resources Capital Management, LLC
INCREASED101100+1+1%$5.8K$5.8K+$562026-10-16
Next Level Wealth Planning, LLC
NEW100—+100——$5.8K—2026-10-29
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED10010000%$6$6$02026-10-14
Pacifica Partners Inc.
DECREASED97137-40-29%$8.3K$5.6K-$2.7K2026-10-09
Abound Wealth Management
INCREASED9681+15+19%$4.7K$5.6K+$8652026-10-26
Marquette Asset Management, LLC
UNCHANGED959500%$5.5K$5.5K-$22026-10-09
Richardson Capital Management LLC
UNCHANGED909000%$5.2K$5.2K-$22026-10-23
Cedar Mountain Advisors, LLC
UNCHANGED898900%$5.1K$5.1K-$22026-10-15
Burk Holdings LLC
INCREASED8179+2+3%$4.6K$4.7K+$1142026-11-05
Bradley & Co. Private Wealth Management, LLC
UNCHANGED808000%$4.7K$4.7K$02026-10-23
Sunrise Financial Services, LLC
UNCHANGED767600%$4.4K$4.4K-$22026-10-21
Goodman Advisory Group, LLC
NEW73—+73——$4.2K—2026-11-02
Sherman Asset Management, Inc.
UNCHANGED727200%$4.2K$4.2K-$12026-11-05
Reyes Financial Architecture, Inc.
UNCHANGED727200%$4.2K$4.2K-$12026-10-22
Centerpoint Advisors, LLC
NEW69—+69——$4—2026-11-05
CGC Financial Services, LLC
UNCHANGED696900%$4.0K$4.0K-$12026-10-13
Align Financial, LLC
INCREASED6642+24+57%$2.4K$3.8K+$1.4K2026-10-16
True Wealth Design, LLC
DECREASED6676-10-13%$4.4K$3.8K-$5792026-10-13
KFG LLC
NEW64—+64——$3.7K—2026-11-02
Barnes Dennig Private Wealth Management LLC
UNCHANGED626200%$3.6K$3.6K-$12026-10-30
Hoey Investments, Inc
UNCHANGED606000%$3.5K$3.5K-$12026-10-29
Torren Management, LLC
INCREASED5925+34+136%$1.4K$3.4K+$2.0K2026-10-29
Mechanics Financial Corp
UNCHANGED484800%$2.8K$2.8K-$12026-11-05
Bullock Wealth Management Group
UNCHANGED484800%$2.8K$2.8K-$772026-10-09
Retirement Wealth Solutions LLC
INCREASED401+39+3900%$63$2.3K+$2.3K2026-10-07
Montgomery Financial Services LLC
UNCHANGED373700%$2.1K$2.1K+$172026-11-03
Vermillion Wealth Management, Inc.
DECREASED34650-616-95%$37.6K$2.0K-$35.6K2026-10-26
Maseco LLP
NEW33—+33——$1.9K—2026-10-27
Essential Partners LLC
DECREASED3347-14-30%$2.7K$1.9K-$8102026-10-14
Mcdonald Partners LLC
UNCHANGED333300%$1.9K$1.9K-$12026-11-03
Activest Wealth Management
DECREASED31107-76-71%$6.2K$1.8K-$4.4K2026-10-15
Kingdom Financial Group Llc.
INCREASED300+30—$20$1.8K+$1.7K2026-11-04
Noble Wealth Management PBC
UNCHANGED262600%$1.5K$1.5K-$12026-10-01
Eukles Asset Management
UNCHANGED252500%$1.4K$1.4K$02026-11-04
PayPay Securities Corp
DECREASED2426-2-8%$1.5K$1.4K-$1162026-10-27
Quaker Wealth Management, LLC
DECREASED2340-17-42%$2.3K$1.3K-$9842026-10-22
Mascoma Wealth Management LLC
DECREASED2338-15-39%$2.2K$1.3K-$8682026-10-23
Birchwood Financial Partners, Inc.
NEW22—+22——$1.3K—2026-11-02
First Command Advisory Services, Inc.
DECREASED1889-71-80%$5.1K$1.1K-$4.1K2026-11-05
Valued Wealth Advisors LLC
NEW16—+16——$934—2026-11-05
Key Capital Management, Inc
NEW13—+13——$752—2026-11-03
Fairscale Capital, LLC
NEW10—+10——$649—2026-11-04
Ascentis Wealth Management, LLC
NEW10—+10——$578—2026-11-03
Tradewinds Capital Management, LLC
UNCHANGED101000%$579$579$02026-10-23
Holos Integrated Wealth LLC
UNCHANGED101000%$602$633+$312026-10-23
Rakuten Securities, Inc.
INCREASED73+4+133%$174$405+$2312026-11-02
StrongBox Wealth, LLC
NEW5—+5——$289—2026-11-02
Gilpin Wealth Management, LLC
NEW2—+2——$116—2026-10-09
Monetary Solutions, Ltd
NEW2—+2——$116—2026-10-22
3 Factor Indexing, LLC
UNCHANGED2200%$116$116$02026-10-15
Orange Investment Advisors, Inc.
CLOSED046,158-46,158-100%$2.7M$0-$2.7M2026-10-23
Y-Intercept (Hong Kong) Ltd
CLOSED043,580-43,580-100%$2.5M$0-$2.5M2026-10-16
Prevail Innovative Wealth Advisors, LLC
CLOSED040,953-40,953-100%$2.4M$0-$2.4M2026-10-20
Center for Wealth Management Advisory
CLOSED032,163-32,163-100%$1.9M$0-$1.9M2026-10-23
Cliftonlarsonallen Wealth Advisors, LLC
CLOSED017,691-17,691-100%$1.0M$0-$1.0M2026-10-14
111 Capital
CLOSED017,019-17,019-100%$984.4K$0-$984.4K2026-11-03
Royal Fund Management, LLC
CLOSED013,600-13,600-100%$786.6K$0-$786.6K2026-10-22
Tower Trust & Investment Co
CLOSED012,303-12,303-100%$711.5K$0-$711.5K2026-10-28
Aaron Wealth Advisors LLC
CLOSED010,665-10,665-100%$616.9K$0-$616.9K2026-10-13
SeaCrest Wealth Management, LLC
CLOSED08,100-8,100-100%$468.5K$0-$468.5K2026-10-21
Wellington Shields Capital Management, LLC
CLOSED06,206-6,206-100%$359.0K$0-$359.0K2026-11-03
ABC Arbitrage SA
CLOSED05,744-5,744-100%$332.2K$0-$332.2K2026-10-23
Wellington Shields & Co., LLC
CLOSED05,422-5,422-100%$313.6K$0-$313.6K2026-11-03
Avantax Planning Partners, Inc.
CLOSED05,226-5,226-100%$302.3K$0-$302.3K2026-11-03
Inscription Capital, LLC
CLOSED04,813-4,813-100%$278.4K$0-$278.4K2026-11-02
Rockwood Wealth Management, LLC
CLOSED04,388-4,388-100%$253.8K$0-$253.8K2026-10-27
Sowell Financial Services LLC
CLOSED04,348-4,348-100%$251.5K$0-$251.5K2026-10-23
Victory Financial Group, LLC
CLOSED04,276-4,276-100%$247.3K$0-$247.3K2026-10-27
Destiny Wealth Partners, LLC
CLOSED04,265-4,265-100%$265.8K$0-$265.8K2026-11-05
Kennedy Investment Group, Inc.
CLOSED03,909-3,909-100%$226.1K$0-$226.1K2026-10-21
Cooper Financial Group
CLOSED03,906-3,906-100%$225.9K$0-$225.9K2026-10-07
Gryphon Financial Partners LLC
CLOSED03,901-3,901-100%$225.7K$0-$225.7K2026-11-04
First American Bank
CLOSED03,867-3,867-100%$223.7K$0-$223.7K2026-10-27
B. Riley Wealth Advisors, Inc.
CLOSED03,798-3,798-100%$228.5K$0-$228.5K2026-10-13
Sunpointe, LLC
CLOSED03,789-3,789-100%$219.2K$0-$219.2K2026-10-22
Howard Financial Services, Ltd.
CLOSED03,721-3,721-100%$215.2K$0-$215.2K2026-10-15
Retirement Planning Co of New England, Inc.
CLOSED03,646-3,646-100%$210.9K$0-$210.9K2026-10-15
Jm2 Capital Inc.
CLOSED03,566-3,566-100%$206.2K$0-$206.2K2026-10-14
Independent Wealth Network Inc.
CLOSED03,533-3,533-100%$204.3K$0-$204.3K2026-10-19
Brick & Kyle, Associates
CLOSED03,515-3,515-100%$202.6K$0-$202.6K2026-11-05
HBW Advisory Services LLC
CLOSED03,482-3,482-100%$201.4K$0-$201.4K2026-10-15
Saxon Interests, Inc.
CLOSED03,467-3,467-100%$200.5K$0-$200.5K2026-10-26
Missouri Trust & Investment Co
CLOSED03,400-3,400-100%$211.9K$0-$211.9K2026-11-04
Paradigm Asset Management Co LLC
CLOSED02,900-2,900-100%$167.7K$0-$167.7K2026-11-05
LifeSteps Financial, Inc.
CLOSED02,069-2,069-100%$119.7K$0-$119.7K2026-10-15
Bank Julius Baer & Co. Ltd, Zurich
CLOSED01,501-1,501-100%$86.8K$0-$86.8K2026-10-29
Midway Capital Research & Management
CLOSED0950-950-100%$54.9K$0-$54.9K2026-10-20
Cornerstone Planning Group LLC
CLOSED0900-900-100%$54.8K$0-$54.8K2026-10-16
Stone House Investment Management, LLC
CLOSED0840-840-100%$48.6K$0-$48.6K2026-10-23
Solstein Capital, LLC
CLOSED0548-548-100%$31.7K$0-$31.7K2026-11-02
Atlatl Advisers LLC
CLOSED0489-489-100%$28.3K$0-$28.3K2026-10-22
Spectrum Wealth Advisory Group, LLC
CLOSED0308-308-100%$17.8K$0-$17.8K2026-10-29
Essential Investment Partners LLC
CLOSED0275-275-100%$15.9K$0-$15.9K2026-10-27
GFS Advisors, LLC
CLOSED0134-134-100%$318.4K$0-$318.4K2026-11-03
Brooklyn FI, LLC
CLOSED0111-111-100%$6.8K$0-$6.8K2026-11-05
Robinswood Financial LLC
CLOSED0111-111-100%$6.5K$0-$6.5K2026-10-20
Whipplewood Advisors, LLC
CLOSED072-72-100%$4.2K$0-$4.2K2026-10-20
Fulcrum Asset Management LLP
CLOSED058-58-100%$3.5K$0-$3.5K2026-11-04
Trifecta Capital Advisors, LLC
CLOSED016-16-100%$926$0-$9262026-10-21
CKW Financial Group
CLOSED07-7-100%$0$0$02026-10-29
Kozak & Associates, Inc.
DECREASED038-38-100%$2.2K$25-$2.2K2026-10-29
BlackRock, Inc.
N/A—105,969,321-105,969,321-100%$6.1B———
Vanguard Capital Management LLC
N/A—83,858,130-83,858,130-100%$4.9B———
Capital Research Global Investors
N/A—69,663,227-69,663,227-100%$4.0B———
JPMorgan Chase & Co
N/A—60,744,872-60,744,872-100%$3.7B———
State Street Corp
N/A—59,579,607-59,579,607-100%$3.5B———
Capital International Investors
N/A—50,549,498-50,549,498-100%$2.9B———
Invesco Ltd.
N/A—45,649,259-45,649,259-100%$2.6B———
Vanguard Portfolio Management LLC
N/A—34,110,119-34,110,119-100%$2.0B———
Price T Rowe Associates Inc
N/A—32,970,752-32,970,752-100%$1.9B———
Geode Capital Management, LLC
N/A—30,090,399-30,090,399-100%$1.7B———
FMR LLC
N/A—21,676,534-21,676,534-100%$1.3B———
Morgan Stanley
N/A—20,585,438-20,585,438-100%$1.2B———
Bank of America Corp
N/A—19,811,007-19,811,007-100%$1.1B———
Norges Bank
N/A—16,604,964-16,604,964-100%$960.4M———
Northern Trust Corp
N/A—13,603,896-13,603,896-100%$786.8M———
Goldman Sachs Group Inc
N/A—13,295,039-13,295,039-100%$769.0M———
Deutsche Bank Ag\
N/A—13,016,006-13,016,006-100%$752.8M———
Nuveen, LLC
N/A—12,944,842-12,944,842-100%$748.7M———
Wells Fargo & Company
N/A—10,422,298-10,422,298-100%$602.8M———
UBS Group AG
N/A—10,358,777-10,358,777-100%$599.2M———
Citadel Advisors LLC
N/A—9,404,510-9,404,510-100%$544.0M———
Charles Schwab Investment Management Inc
N/A—8,776,971-8,776,971-100%$507.7M———
Point72 Asset Management, L.P.
N/A—8,216,347-8,216,347-100%$475.2M———
Legal & General Group Plc
N/A—7,631,202-7,631,202-100%$441.4M———
Vanguard Fiduciary Trust Co
N/A—7,208,241-7,208,241-100%$416.9M———
UBS Asset Management Americas LLC
N/A—6,838,043-6,838,043-100%$395.5M———
Balyasny Asset Management L.P.
N/A—5,904,415-5,904,415-100%$341.5M———
Hotchkis & Wiley Capital Management LLC
N/A—5,753,722-5,753,722-100%$332.8M———
Harris Associates L P
N/A—5,520,536-5,520,536-100%$319.3M———
Van Eck Associates Corp
N/A—5,178,361-5,178,361-100%$299.5M———
Millennium Management LLC
N/A—4,658,188-4,658,188-100%$269.4M———
Royal Bank of Canada
N/A—4,529,563-4,529,563-100%$262.0M———
Federated Hermes, Inc.
N/A—4,362,712-4,362,712-100%$252.3M———
Franklin Resources Inc
N/A—4,257,634-4,257,634-100%$246.3M———
CIBC Bancorp USA Inc.
N/A—4,223,363-4,223,363-100%$244.6M———
American Century Companies Inc
N/A—4,151,094-4,151,094-100%$240.1M———
Bank of Montreal
N/A—4,047,275-4,047,275-100%$234.1M———
Envestnet Asset Management Inc
N/A—3,777,181-3,777,181-100%$218.5M———
BNP Paribas Financial Markets
N/A—3,714,498-3,714,498-100%$214.8M———
Swiss National Bank
N/A—3,615,424-3,615,424-100%$209.1M———
Barclays PLC
N/A—3,551,383-3,551,383-100%$205.4M———
Neuberger Berman Group LLC
N/A—3,494,886-3,494,886-100%$202.1M———
National Pension Service
N/A—3,464,597-3,464,597-100%$200.4M———
Ensign Peak Advisors, Inc
N/A—3,335,958-3,335,958-100%$193.0M———
Raymond James Financial Inc
N/A—3,242,373-3,242,373-100%$187.5M———
Amundi
N/A—3,080,604-3,080,604-100%$178.2M———
Ilex Capital Partners (UK) LLP
N/A—3,049,901-3,049,901-100%$176.4M———
Vanguard Asset Management, Ltd
N/A—2,910,751-2,910,751-100%$168.4M———
HSBC Holdings PLC
N/A—2,793,454-2,793,454-100%$162.0M———
Vanguard Global Advisers, LLC
N/A—2,788,572-2,788,572-100%$161.3M———
Nordea Investment Management AB
N/A—2,764,040-2,764,040-100%$163.1M———
First Trust Advisors LP
N/A—2,738,190-2,738,190-100%$158.4M———
Rhumbline Advisers
N/A—2,373,641-2,373,641-100%$137.3M———
Brown Advisory Inc
N/A—2,213,612-2,213,612-100%$128.0M———
National Bank of Canada
N/A—2,161,126-2,161,126-100%$125.0M———
PNC Financial Services Group, Inc.
N/A—2,156,781-2,156,781-100%$124.7M———
California State Teachers Retirement System
N/A—2,056,832-2,056,832-100%$119.0M———
Fayez Sarofim & Co
N/A—2,041,310-2,041,310-100%$118.1M———
Aviva PLC
N/A—1,903,309-1,903,309-100%$110.1M———
SG Americas Securities, LLC
N/A—1,882,916-1,882,916-100%$108.9M———
LPL Financial LLC
N/A—1,850,858-1,850,858-100%$107.1M———
Ameriprise Financial Inc
N/A—1,797,823-1,797,823-100%$104.0M———
Toronto Dominion Bank
N/A—1,795,792-1,795,792-100%$103.9M———
Victory Capital Management Inc
N/A—1,778,380-1,778,380-100%$102.9M———
Jones Financial Companies Lllp
N/A—1,767,619-1,767,619-100%$106.9M———
1832 Asset Management L.P.
N/A—1,756,051-1,756,051-100%$101.6M———
California Public Employees Retirement System
N/A—1,608,122-1,608,122-100%$93.0M———
Bank of Nova Scotia
N/A—1,571,920-1,571,920-100%$90.9M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—1,554,453-1,554,453-100%$90.1M———
Focus Partners Wealth
N/A—1,521,145-1,521,145-100%$88.0M———
New York State Common Retirement Fund
N/A—1,496,170-1,496,170-100%$86.5M———
Stifel Financial Corp
N/A—1,485,888-1,485,888-100%$85.9M———
Adage Capital Partners GP, L.L.C.
N/A—1,474,097-1,474,097-100%$85.3M———
Great Lakes Advisors, LLC
N/A—1,457,980-1,457,980-100%$84.3M———
Storebrand Asset Management AS
N/A—1,405,991-1,405,991-100%$81.3M———
BNP Paribas Asset Management Holding S.A.
N/A—1,369,659-1,369,659-100%$79.2M———
Aberdeen Group plc
N/A—1,339,755-1,339,755-100%$77.5M———
Natixis Advisors, LLC
N/A—1,338,272-1,338,272-100%$77.4M———
Alliancebernstein L.P.
N/A—1,266,502-1,266,502-100%$73.0M———
Canada Pension Plan Investment Board
N/A—1,220,904-1,220,904-100%$70.6M———
Capital International, Inc.
N/A—1,207,777-1,207,777-100%$69.9M———
Russell Investments Group, Ltd.
N/A—1,198,130-1,198,130-100%$69.3M———
HighTower Advisors, LLC
N/A—1,120,191-1,120,191-100%$64.8M———
State Board of Administration of Florida Retirement System
N/A—1,109,563-1,109,563-100%$64.2M———
Hook Mill Capital Partners, LP
N/A—1,100,694-1,100,694-100%$63.7M———
Crawford Investment Counsel Inc
N/A—1,067,360-1,067,360-100%$61.7M———
Wellington Management Group LLP
N/A—1,047,680-1,047,680-100%$60.6M———
Menora Mivtachim Holdings Ltd.
N/A—1,013,270-1,013,270-100%$58.6M———
Canada Life Assurance Co
N/A—967,025-967,025-100%$55.8M———
Edgar Lomax Co
N/A—927,360-927,360-100%$53.6M———
Junto Capital Management LP
N/A—925,810-925,810-100%$53.5M———
Mane Global Capital Management LP
N/A—912,144-912,144-100%$52.8M———
Guggenheim Capital LLC
N/A—905,304-905,304-100%$52.4M———
Nomura Asset Management Co LTD
N/A—880,794-880,794-100%$50.9M———
First Financial Bankshares Inc
N/A—850,102-850,102-100%$49.2M———
Schroder Investment Management Group
N/A—849,655-849,655-100%$50.7M———
Scopus Asset Management, L.P.
N/A—835,000-835,000-100%$48.3M———
Massachusetts Financial Services Co
N/A—820,309-820,309-100%$50.8M———
Epoch Investment Partners, Inc.
N/A—817,073-817,073-100%$47.3M———
State of Wisconsin Investment Board
N/A—811,423-811,423-100%$46.9M———
Quantinno Capital Management LP
N/A—810,203-810,203-100%$46.9M———
Woodline Partners LP
N/A—793,422-793,422-100%$45.9M———
Mitsubishi UFJ Trust & Banking Corp
N/A—791,724-791,724-100%$45.8M———
Rockefeller Capital Management L.P.
N/A—790,382-790,382-100%$45.7M———
Blair William & Co
N/A—776,142-776,142-100%$44.9M———
Cerity Partners LLC
N/A—771,498-771,498-100%$44.6M———
Danske Bank A/S
N/A—758,428-758,428-100%$43.9M———
First Manhattan Co. Llc.
N/A—740,231-740,231-100%$43.2M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—739,190-739,190-100%$42.8M———
TD Asset Management Inc
N/A—723,302-723,302-100%$41.8M———
Prudential Financial Inc
N/A—722,148-722,148-100%$41.8M———
Freestone Grove Partners LP
N/A—721,352-721,352-100%$41.7M———
CI Investments Inc.
N/A—684,534-684,534-100%$39.6M———
Manufacturers Life Insurance Company, the
N/A—683,255-683,255-100%$39.5M———
DnB Asset Management AS
N/A—658,234-658,234-100%$38.1M———
Vanguard Investments Australia, Ltd.
N/A—656,220-656,220-100%$38.0M———
Gabelli Funds LLC
N/A—651,150-651,150-100%$37.7M———
Credit Agricole S A
N/A—649,576-649,576-100%$37.6M———
Chevy Chase Trust Holdings, LLC
N/A—635,130-635,130-100%$36.7M———
Cetera Investment Advisers
N/A—634,868-634,868-100%$36.7M———
AE Wealth Management LLC
N/A—623,686-623,686-100%$36.1M———
Banco Santander, S.A.
N/A—616,540-616,540-100%$35.7M———
Korea Investment Corp
N/A—599,086-599,086-100%$34.7M———
Berkshire Asset Management LLC
N/A—599,001-599,001-100%$34.6M———
Benjamin Edwards Inc
N/A—597,029-597,029-100%$34.5M———
KLP Kapitalforvaltning AS
N/A—585,604-585,604-100%$34.1M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—583,630-583,630-100%$33.8M———
Vident Advisory, LLC
N/A—562,673-562,673-100%$32.5M———
Cannell & Spears LLC
N/A—552,643-552,643-100%$32.0M———
Royal London Asset Management LTD
N/A—550,752-550,752-100%$31.9M———
Treasurer of the State of North Carolina
N/A—546,840-546,840-100%$31.6M———
Commerce Bank
N/A—541,927-541,927-100%$31.3M———
AQR Capital Management LLC
N/A—533,246-533,246-100%$30.8M———
Rathbones Group PLC
N/A—530,014-530,014-100%$30.7M———
NorthRock Partners, LLC
N/A—506,441-506,441-100%$29.3M———
Caisse de Depot ET Placement DU Quebec
N/A—494,828-494,828-100%$28.6M———
Handelsbanken Fonder AB
N/A—490,309-490,309-100%$28.4K———
Public Employees Retirement System of Ohio
N/A—486,561-486,561-100%$28.1M———
Arrowstreet Capital, Limited Partnership
N/A—470,698-470,698-100%$27.2M———
SEI Investments Co
N/A—465,007-465,007-100%$26.9M———
Alyeska Investment Group, L.P.
N/A—462,294-462,294-100%$26.7M———
Gamco Investors, Inc. ET AL
N/A—457,833-457,833-100%$26.5M———
Mariner, LLC
N/A—456,762-456,762-100%$26.4M———
LGT Group Foundation
N/A—451,761-451,761-100%$26.1M———
Teacher Retirement System of Texas
N/A—445,580-445,580-100%$25.8M———
CIBC World Market Inc.
N/A—436,264-436,264-100%$25.2M———
Holowesko Partners Ltd.
N/A—435,700-435,700-100%$25.2M———
Resona Asset Management Co.,Ltd.
N/A—433,480-433,480-100%$25.2M———
Voya Investment Management LLC
N/A—425,640-425,640-100%$24.6M———
State of Tennessee, Department of Treasury
N/A—417,057-417,057-100%$24.1M———
BLI - Banque de Luxembourg Investments
N/A—408,414-408,414-100%$24.6M———
Ceredex Value Advisors LLC
N/A—407,575-407,575-100%$23.6M———
Lansforsakringar Fondforvaltning AB (publ)
N/A—392,737-392,737-100%$22.7M———
Beacon Pointe Advisors, LLC
N/A—385,923-385,923-100%$22.3M———
Natixis
N/A—384,293-384,293-100%$22.2M———
Nissay Asset Management Corp N
N/A—380,307-380,307-100%$22.0M———
Susquehanna International Group, LLP
N/A—376,217-376,217-100%$21.8M———
Allworth Financial LP
N/A—375,906-375,906-100%$21.7M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—375,174-375,174-100%$21.7M———
Osaic Holdings, Inc.
N/A—373,327-373,327-100%$21.6M———
Janney Montgomery Scott LLC
N/A—360,794-360,794-100%$20.9M———
Baird Financial Group, Inc.
N/A—354,894-354,894-100%$20.5M———
Boothbay Fund Management, LLC
N/A—349,694-349,694-100%$20.2M———
RBO & Co LLC
N/A—347,280-347,280-100%$20.1M———
Gotham Asset Management, LLC
N/A—342,388-342,388-100%$19.8M———
Rafferty Asset Management, LLC
N/A—341,037-341,037-100%$19.7M———
Tiaa Wealth Investment Management LLC
N/A—326,470-326,470-100%$18.9M———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—316,024-316,024-100%$18.3M———
Wesleyan Assurance Society
N/A—313,030-313,030-100%$18.1M———
Capital International Sarl
N/A—310,223-310,223-100%$17.9M———
XTX Topco Ltd
N/A—296,500-296,500-100%$17.1M———
Nykredit A/S
N/A—295,096-295,096-100%$17.1M———
MetLife Investment Management, LLC
N/A—293,671-293,671-100%$17.0M———
Liberty One Investment Management, LLC
N/A—289,563-289,563-100%$16.7M———
Varma Mutual Pension Insurance Co
N/A—280,865-280,865-100%$16.2M———
Segall Bryant & Hamill, LLC
N/A—269,755-269,755-100%$15.6M———
Evelyn Partners Group Ltd
N/A—269,096-269,096-100%$15.6M———
Federation des caisses Desjardins du Quebec
N/A—268,466-268,466-100%$15.5M———
Klingenstein Fields & Co LP
N/A—267,241-267,241-100%$15.5M———
Tidal Investments LLC
N/A—260,252-260,252-100%$15.1M———
MAI Capital Management
N/A—256,283-256,283-100%$14.8M———
&partners
N/A—248,814-248,814-100%$14.4M———
Pinnacle Financial Partners, Inc.
N/A—239,857-239,857-100%$13.9M———
Huntington National Bank
N/A—239,099-239,099-100%$13.8M———
Dearborn Partners LLC
N/A—238,885-238,885-100%$13.8M———
M&T Bank Corp
N/A—236,805-236,805-100%$13.7M———
Tredje Ap-fonden
N/A—229,923-229,923-100%$13.3M———
Osmosis Investment Management UK Ltd
N/A—224,029-224,029-100%$13.0M———
Sanctuary Advisors, LLC
N/A—223,630-223,630-100%$12.9M———
IQ EQ Fund Management (Ireland) Ltd
N/A—218,214-218,214-100%$12.6M———
Bradley Foster & Sargent Inc
N/A—217,272-217,272-100%$12.6M———
Qube Research & Technologies Ltd
N/A—215,657-215,657-100%$12.5M———
Ingalls & Snyder LLC
N/A—213,892-213,892-100%$12.4M———
Capital Group Private Client Services, Inc.
N/A—212,208-212,208-100%$12.3M———
Hudson Bay Capital Management LP
N/A—209,828-209,828-100%$12.1M———
Public Sector Pension Investment Board
N/A—208,263-208,263-100%$12.0M———
USS Investment Management Ltd
N/A—207,222-207,222-100%$12.0M———
Captrust Financial Advisors
N/A—206,685-206,685-100%$12.0M———
Silvercrest Asset Management Group LLC
N/A—202,917-202,917-100%$11.7M———
Orion Porfolio Solutions, LLC
N/A—200,004-200,004-100%$11.6M———
South Dakota Investment Council
N/A—199,205-199,205-100%$11.5M———
Eurizon Capital SGR S.p.A.
N/A—198,474-198,474-100%$11.5M———
Mercer Global Advisors Inc
N/A—197,790-197,790-100%$11.4M———
First National Bank of Omaha
N/A—197,409-197,409-100%$11.7M———
Utah Retirement Systems
N/A—194,918-194,918-100%$11.3M———
British Columbia Investment Management Corp
N/A—192,344-192,344-100%$11.1M———
Police & Firemen's Retirement System of New Jersey
N/A—191,959-191,959-100%$11.1M———
O'shaughnessy Asset Management, LLC
N/A—191,657-191,657-100%$11.1M———
Cresset Asset Management, LLC
N/A—190,408-190,408-100%$11.1M———
Wealthfront Advisers LLC
N/A—190,117-190,117-100%$11.0M———
Sone Capital Management, LLC
N/A—189,647-189,647-100%$11.0M———
Trexquant Investment LP
N/A—188,184-188,184-100%$10.9M———
Jupiter Topco LLC
N/A—181,153-181,153-100%$10.5M———
Capital International LTD
N/A—180,853-180,853-100%$10.5M———
Vanguard Personalized Indexing Management, LLC
N/A—180,057-180,057-100%$10.4M———
Azimuth Capital Investment Management LLC
N/A—179,951-179,951-100%$10.4M———
Macquarie Group LTD
N/A—179,269-179,269-100%$10.4M———
Novare Capital Management LLC
N/A—178,528-178,528-100%$10.3M———
Nomura Asset Management International Inc.
N/A—177,903-177,903-100%$10.3M———
Glenmede Trust Co NA
N/A—176,138-176,138-100%$10.2M———
Ilmarinen Mutual Pension Insurance Co
N/A—173,572-173,572-100%$10.0M———
Pacer Advisors, Inc.
N/A—170,914-170,914-100%$9.9M———
Marshall Wace, LLP
N/A—170,869-170,869-100%$9.9M———
Howe & Rusling Inc
N/A—169,469-169,469-100%$9.8M———
Icici Prudential Asset Management Co Ltd
N/A—165,628-165,628-100%$9.6M———
Public Employees Retirement Association of Colorado
N/A—164,987-164,987-100%$9.5M———
Whittier Trust Co
N/A—161,538-161,538-100%$9.6M———
Logan Capital Management Inc
N/A—158,482-158,482-100%$9.2M———
Pathstone Holdings, LLC
N/A—156,367-156,367-100%$9.1M———
Two Sigma Investments, LP
N/A—153,828-153,828-100%$8.9M———
Leith Wheeler Investment Counsel Ltd.
N/A—148,569-148,569-100%$8.6M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—148,473-148,473-100%$8.6M———
MML Investors Services, LLC
N/A—146,873-146,873-100%$8.5M———
DJE Kapital AG
N/A—143,500-143,500-100%$8.5M———
Shelton Capital Management
N/A—143,450-143,450-100%$8.3M———
Steward Partners Investment Advisory, LLC
N/A—143,371-143,371-100%$8.3M———
NewEdge Advisors, LLC
N/A—141,366-141,366-100%$8.2M———
Empowered Funds, LLC
N/A—141,000-141,000-100%$8.2M———
Lighthouse Investment Partners, LLC
N/A—139,983-139,983-100%$8.1M———
Walleye Capital LLC
N/A—137,797-137,797-100%$8.0M———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—134,374-134,374-100%$7.8M———
Nomura Holdings Inc
N/A—133,292-133,292-100%$7.7M———
United Capital Financial Advisors, LLC
N/A—130,377-130,377-100%$7.5M———
Commerzbank Aktiengesellschaft
N/A—129,672-129,672-100%$7.5M———
Tabor Asset Management, LP
N/A—128,476-128,476-100%$7.4M———
Waverly Advisors, LLC
N/A—128,475-128,475-100%$7.4M———
Morningstar Investment Management LLC
N/A—126,467-126,467-100%$7.3M———
Headlands Technologies LLC
N/A—125,577-125,577-100%$7.3M———
Aptus Capital Advisors, LLC
N/A—124,256-124,256-100%$7.2M———
SIT Investment Associates Inc
N/A—116,778-116,778-100%$6.8M———
Manning & Napier Advisors LLC
N/A—116,362-116,362-100%$7.0M———
Qsemble Capital Management, LP
N/A—116,208-116,208-100%$6.7M———
Allianz SE
N/A—115,778-115,778-100%$6.7M———
Norinchukin Bank, The
N/A—115,594-115,594-100%$6.7M———
Kingsview Wealth Management, LLC
N/A—115,390-115,390-100%$6.7M———
Mufg Securities Emea plc
N/A—115,093-115,093-100%$6.7M———
Bartlett & Co. Wealth Management LLC
N/A—114,773-114,773-100%$6.7M———
Allstate Corp
N/A—114,107-114,107-100%$6.6M———
Alpine Woods Capital Investors, LLC
N/A—111,322-111,322-100%$6.4M———
BNP Paribas
N/A—110,854-110,854-100%$6.4M———
FIL Ltd
N/A—110,301-110,301-100%$6.4M———
Daiichi Life Insurance Co., Ltd.
N/A—109,526-109,526-100%$6.3M———
Allianz Asset Management GmbH
N/A—108,990-108,990-100%$6.3M———
Investment Management Corp of Ontario
N/A—104,006-104,006-100%$6.0M———
Teachers Retirement System of the State of Kentucky
N/A—103,943-103,943-100%$6.0M———
Carlson Capital, L.P.
N/A—100,948-100,948-100%$5.8M———
Northwestern Mutual Wealth Management Co
N/A—100,579-100,579-100%$5.8M———
Mizuho Securities USA LLC
N/A—100,495-100,495-100%$5.8M———
Ostrum Asset Management
N/A—99,455-99,455-100%$5.8M———
American Trust Investment Advisors, LLC
N/A—98,096-98,096-100%$5.7M———
Jain Global LLC
N/A—97,993-97,993-100%$5.7M———
Graham Capital Management, L.P.
N/A—97,945-97,945-100%$5.7M———
Harvest Fund Management Co., Ltd
N/A—95,400-95,400-100%$5.5M———
Townsquare Capital LLC
N/A—92,257-92,257-100%$5.3M———
Stock Yards Bank & Trust Co
N/A—92,012-92,012-100%$5.3M———
SouthState Bank Corp
N/A—91,476-91,476-100%$5.3M———
Saudi Central Bank
N/A—89,729-89,729-100%$5.2M———
Magellan Asset Management Ltd
N/A—88,741-88,741-100%$5.1M———
Arax Advisory Partners
N/A—88,026-88,026-100%$5.1M———
Clearbridge Investments, LLC
N/A—87,991-87,991-100%$5.1M———
Landscape Capital Management, L.L.C.
N/A—87,982-87,982-100%$5.1M———
Erste Asset Management GmbH
N/A—86,468-86,468-100%$5.2M———
Vestmark Advisory Solutions, Inc.
N/A—86,230-86,230-100%$5.0M———
Omers Administration Corp
N/A—85,677-85,677-100%$5.0M———
RBF Capital, LLC
N/A—85,000-85,000-100%$4.9M———
EFG International AG
N/A—84,165-84,165-100%$4.9M———
QRG Capital Management, Inc.
N/A—83,152-83,152-100%$4.8M———
Man Group plc
N/A—83,056-83,056-100%$4.8M———
Arvest Bank Trust Division
N/A—81,985-81,985-100%$4.7M———
Brevan Howard Capital Management LP
N/A—81,909-81,909-100%$4.7M———
Kentucky Retirement Systems
N/A—81,792-81,792-100%$4.7M———
Whittier Trust Co of Nevada Inc
N/A—79,824-79,824-100%$4.8M———
Jane Street Group, LLC
N/A—79,525-79,525-100%$4.6M———
Summit Trail Advisors, LLC
N/A—78,450-78,450-100%$4.5M———
Capstone Investment Advisors, LLC
N/A—77,525-77,525-100%$4.5M———
Bridgewater Associates, LP
N/A—75,420-75,420-100%$4.4M———
Palisade Capital Management, LP
N/A—74,564-74,564-100%$4.3M———
Voleon Capital Management LP
N/A—73,762-73,762-100%$4.3M———
Savant Capital, LLC
N/A—72,912-72,912-100%$4.2M———
ABN Amro Bank N.V.
N/A—72,050-72,050-100%$4.2M———
BBR Partners, LLC
N/A—70,562-70,562-100%$4.1M———
Zions Bancorporation, National Association
N/A—69,998-69,998-100%$4.0M———
HM Payson & Co
N/A—69,640-69,640-100%$4.0M———
Scotia Capital Inc.
N/A—69,498-69,498-100%$4.0M———
Addison Capital Co
N/A—67,246-67,246-100%$3.9M———
Elo Mutual Pension Insurance Co
N/A—66,899-66,899-100%$3.9M———
APG Asset Management N.V.
N/A—66,271-66,271-100%$3.4M———
Intech Investment Management LLC
N/A—65,857-65,857-100%$3.8M———
Northwest & Ethical Investments L.P.
N/A—64,682-64,682-100%$3.7M———
Bessemer Group Inc
N/A—64,591-64,591-100%$3.7M———
Great Valley Advisor Group, Inc.
N/A—64,490-64,490-100%$3.7M———
Acadian Asset Management LLC
N/A—63,078-63,078-100%$3.6M———
Squarepoint Ops LLC
N/A—61,940-61,940-100%$3.6M———
Stratos Wealth Partners, Ltd.
N/A—61,388-61,388-100%$3.6M———
Stamos Capital Partners, L.P.
N/A—60,611-60,611-100%$3.5M———
Cullen Capital Management, LLC
N/A—60,200-60,200-100%$3.5M———
Tocqueville Asset Management L.P.
N/A—59,894-59,894-100%$3.5M———
Ameritas Investment Partners, Inc.
N/A—59,013-59,013-100%$3.4M———
Estabrook Capital Management
N/A—58,622-58,622-100%$3.4M———
NewEdge Wealth, LLC
N/A—58,184-58,184-100%$3.4M———
Two Sigma Securities, LLC
N/A—57,767-57,767-100%$3.3M———
Charter Research & Investment Group, Inc.
N/A—57,745-57,745-100%$3.3M———
Tower Bridge Advisors
N/A—57,461-57,461-100%$3.3M———
Morton Community Bank
N/A—57,371-57,371-100%$3.3M———
Advisory Services Network, LLC
N/A—56,317-56,317-100%$3.3M———
Edmond de Rothschild Holding S.A.
N/A—55,777-55,777-100%$3.2M———
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A—55,304-55,304-100%$3.2M———
Burling Wealth Partners, LLC
N/A—54,804-54,804-100%$3.2M———
Bronte Capital Management Pty Ltd.
N/A—53,234-53,234-100%$3.1M———
Aigen Investment Management, LP
N/A—52,772-52,772-100%$3.1M———
Dean Investment Associates, LLC
N/A—52,703-52,703-100%$3.0M———
Atlantic Union Bankshares Corp
N/A—52,623-52,623-100%$3.0M———
Canada Post Corp Registered Pension Plan
N/A—52,167-52,167-100%$3.0M———
Merit Financial Group, LLC
N/A—51,470-51,470-100%$3.0M———
Harbour Investments, Inc.
N/A—51,104-51,104-100%$3.0M———
Johnson Investment Counsel Inc
N/A—50,234-50,234-100%$2.9M———
Tower Research Capital LLC (TRC)
N/A—50,230-50,230-100%$2.9M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—50,068-50,068-100%$2.9M———
DoubleLine ETF Adviser LP
N/A—49,589-49,589-100%$2.9M———
Kavar Capital Partners Group, LLC
N/A—49,576-49,576-100%$2.9M———
E Fund Management Co., Ltd.
N/A—49,383-49,383-100%$2.9M———
RNC Capital Management LLC
N/A—49,197-49,197-100%$2.8M———
Patrick Mauro Investment Advisor, Inc.
N/A—49,013-49,013-100%$2.8M———
UMB Bank, n.a.
N/A—48,980-48,980-100%$2.8M———
Owlhouse Capital LP
N/A—48,702-48,702-100%$2.8M———
Bleakley Financial Group, LLC
N/A—48,419-48,419-100%$2.8M———
ING Groep NV
N/A—47,878-47,878-100%$2.8M———
Siemens Fonds Invest GmbH
N/A—47,769-47,769-100%$2.8M———
Laird Norton Wetherby Trust Company, LLC
N/A—47,600-47,600-100%$2.8M———
Empirical Finance, LLC
N/A—47,331-47,331-100%$2.7M———
Advisors Asset Management, Inc.
N/A—47,128-47,128-100%$2.7M———
Boyar Asset Management Inc.
N/A—46,386-46,386-100%$2.7M———
Integrated Wealth Concepts LLC
N/A—45,749-45,749-100%$2.6M———
LGT Fund Management Co Ltd.
N/A—45,588-45,588-100%$2.6M———
Sequoia Financial Advisors, LLC
N/A—45,520-45,520-100%$2.6M———
AR Asset Management Inc
N/A—45,500-45,500-100%$2.6M———
Atom Investors LP
N/A—45,430-45,430-100%$2.6M———
Envestnet Portfolio Solutions, Inc.
N/A—44,309-44,309-100%$2.6M———
Caisse DES Depots ET Consignations
N/A—43,912-43,912-100%$2.5M———
Panagora Asset Management Inc
N/A—42,950-42,950-100%$2.5M———
Newport Trust Company, LLC
N/A—42,930-42,930-100%$2.5M———
Argent Trust Co
N/A—41,936-41,936-100%$2.4M———
Icon Wealth Advisors, LLC
N/A—41,535-41,535-100%$2.4M———
Brown Brothers Harriman & Co
N/A—41,465-41,465-100%$2.4M———
Hancock Whitney Corp
N/A—41,323-41,323-100%$2.4M———
Northwestern Mutual Investment Management Company, LLC
N/A—41,156-41,156-100%$2.4M———
Moors & Cabot, Inc.
N/A—41,017-41,017-100%$2.4M———
44 Wealth Management LLC
N/A—40,905-40,905-100%$2.4M———
Metis Global Partners, LLC
N/A—40,492-40,492-100%$2.3M———
Callan Family Office, LLC
N/A—40,451-40,451-100%$2.3M———
Cedar Wealth Management, LLC
N/A—40,315-40,315-100%$2.3M———
Horizon Investments, LLC
N/A—40,179-40,179-100%$2.3M———
Nicolet Bankshares Inc
N/A—39,417-39,417-100%$2.3M———
Lombard Odier Asset Management (Switzerland) SA
N/A—39,373-39,373-100%$2.3M———
Clearstead Advisors, LLC
N/A—38,915-38,915-100%$2.3M———
Odyssean, LLC
N/A—38,770-38,770-100%$2.2M———
Groupama Asset Managment
N/A—38,664-38,664-100%$2.3M———
Mufg Securities Americas Inc.
N/A—38,662-38,662-100%$2.2M———
Forum Finance Group S.A.
N/A—38,620-38,620-100%$1.8K———
Private Advisor Group, LLC
N/A—38,401-38,401-100%$2.2M———
Meeder Advisory Services, Inc.
N/A—38,311-38,311-100%$2.2M———
Banque Cantonale Vaudoise
N/A—37,453-37,453-100%$2.2M———
Anchor Investment Management, LLC
N/A—37,256-37,256-100%$2.2M———
GWN Securities Inc.
N/A—36,198-36,198-100%$2.1M———
Zurich Insurance Group Ltd
N/A—35,832-35,832-100%$2.1M———
Money Concepts Capital Corp
N/A—35,504-35,504-100%$2.1M———
Coldstream Capital Management Inc
N/A—34,381-34,381-100%$2.0M———
Ironwood Investment Counsel, LLC
N/A—34,301-34,301-100%$2.0M———
Securian Asset Management, Inc
N/A—34,151-34,151-100%$2.1M———
Peapack Gladstone Financial Corp
N/A—34,114-34,114-100%$2.0M———
Kentucky Retirement Systems Insurance Trust Fund
N/A—33,942-33,942-100%$2.0M———
Bridgefront Capital, LLC
N/A—33,755-33,755-100%$2.0M———
Equitable Holdings, Inc.
N/A—33,745-33,745-100%$2.0M———
Schulhoff & Co Inc
N/A—33,470-33,470-100%$1.9M———
Moneta Group Investment Advisors LLC
N/A—33,343-33,343-100%$1.9M———
Farmers National Bank
N/A—32,786-32,786-100%$1.9M———
Capital Group Investment Management Pte. Ltd.
N/A—32,149-32,149-100%$1.9M———
Nicholson Wealth Management Group, LLC
N/A—31,519-31,519-100%$1.8M———
Wealth Alliance, LLC
N/A—31,280-31,280-100%$1.8M———
Meiji Yasuda Asset Management Co Ltd.
N/A—30,996-30,996-100%$1.8M———
Wahed Invest LLC
N/A—30,552-30,552-100%$1.8M———
Lowe Brockenbrough & Co Inc
N/A—30,310-30,310-100%$1.8M———
Auxier Asset Management LLC
N/A—30,283-30,283-100%$1.8M———
Heritage Wealth Advisors
N/A—30,118-30,118-100%$1.7M———
Independent Advisor Alliance
N/A—30,093-30,093-100%$1.7M———
LOM Asset Management Ltd
N/A—29,657-29,657-100%$1.7M———
Smartleaf Asset Management LLC
N/A—28,582-28,582-100%$1.7M———
Caprock Group, LLC
N/A—28,577-28,577-100%$1.7M———
Dakota Wealth Management
N/A—28,574-28,574-100%$1.7M———
D. E. Shaw & Co., Inc.
N/A—28,304-28,304-100%$1.6M———
iSAM Funds (UK) Ltd
N/A—28,000-28,000-100%$1.6M———
North Star Asset Management Inc
N/A—27,451-27,451-100%$1.6M———
Stephens Inc
N/A—27,015-27,015-100%$1.6M———
Boston Family Office LLC
N/A—26,962-26,962-100%$1.6M———
one8zero8, LLC
N/A—26,810-26,810-100%$1.6M———
Wealthspire Advisors, LLC
N/A—26,564-26,564-100%$1.5M———
EP Wealth Advisors, LLC
N/A—26,564-26,564-100%$1.5M———
Centiva Capital, LP
N/A—26,453-26,453-100%$1.5M———
Bollard Group LLC
N/A—26,385-26,385-100%$1.5M———
Sound View Wealth Advisors Group, LLC
N/A—26,331-26,331-100%$1.5M———
Aviso Financial Inc.
N/A—26,330-26,330-100%$1.5M———
London Co of Virginia
N/A—26,138-26,138-100%$1.5M———
WCG Wealth Advisors LLC
N/A—26,096-26,096-100%$1.5M———
Aureus Asset Management, LLC
N/A—26,063-26,063-100%$1.5M———
Wallace Capital Management Inc.
N/A—25,697-25,697-100%$1.5M———
AlTi Global, Inc.
N/A—25,509-25,509-100%$1.5M———
Vestcor Inc
N/A—25,421-25,421-100%$1.5M———
Kayne Anderson Rudnick Investment Management LLC
N/A—24,866-24,866-100%$1.4M———
Haverford Trust Co
N/A—24,792-24,792-100%$1.4M———
Quantitative Investment Management, LLC
N/A—24,650-24,650-100%$1.4M———
T. Rowe Price Investment Management, Inc.
N/A—24,500-24,500-100%$1.4M———
Diversified Trust Co
N/A—24,156-24,156-100%$1.4M———
Snowden Capital Advisors LLC
N/A—24,020-24,020-100%$1.4M———
Foundations Investment Advisors, LLC
N/A—23,661-23,661-100%$1.4M———
Citizens & Northern Corp
N/A—23,556-23,556-100%$1.4M———
Baldwin Investment Management, LLC
N/A—23,539-23,539-100%$1.4M———
Brooks, Moore & Associates, Inc.
N/A—23,455-23,455-100%$1.4M———
PFG Investments, LLC
N/A—22,639-22,639-100%$1.3M———
Composition Wealth, LLC
N/A—22,627-22,627-100%$1.3M———
Arkadios Wealth Advisors
N/A—22,328-22,328-100%$1.3M———
Intrust Bank NA
N/A—22,203-22,203-100%$1.3M———
Hills Bank & Trust Co
N/A—22,171-22,171-100%$1.3M———
Mark Sheptoff Financial Planning, LLC
N/A—22,105-22,105-100%$1.3M———
TCW Group Inc
N/A—21,804-21,804-100%$1.3M———
First National Advisers, LLC
N/A—21,691-21,691-100%$1.3M———
Sumitomo Life Insurance Co
N/A—21,469-21,469-100%$1.2M———
Wulff, Hansen & Co.
N/A—21,450-21,450-100%$1.2M———
Brandywine Trust Co
N/A—21,323-21,323-100%$1.2M———
Xcelsior Advisor Partners LLC
N/A—21,001-21,001-100%$1.2M———
Weik Capital Management
N/A—20,985-20,985-100%$1.2M———
Hikari Tsushin, Inc.
N/A—20,898-20,898-100%$1.2M———
Frec Markets, Inc.
N/A—20,683-20,683-100%$1.2M———
Smithfield Trust Co
N/A—20,513-20,513-100%$1.2M———
Transamerica Financial Advisors, LLC
N/A—20,458-20,458-100%$1.2M———
Pinebridge Investments LLC
N/A—20,398-20,398-100%$1.2M———
Fiduciary Trust Co
N/A—20,241-20,241-100%$1.2M———
Walleye Trading LLC
N/A—20,199-20,199-100%$1.2M———
Mediolanum International Funds Ltd
N/A—20,108-20,108-100%$1.2M———
Worldquant Millennium Advisors LLC
N/A—19,442-19,442-100%$1.1M———
New England Asset Management Inc
N/A—19,335-19,335-100%$1.1M———
Savvy Advisors, Inc.
N/A—19,233-19,233-100%$1.1M———
RWA Wealth Partners, LLC
N/A—19,066-19,066-100%$1.1M———
Evercore Wealth Management, LLC
N/A—18,873-18,873-100%$1.1M———
HBK Sorce Advisory LLC
N/A—18,757-18,757-100%$1.2M———
Global Retirement Partners, LLC
N/A—18,741-18,741-100%$1.1M———
Aster Capital Management (Difc) Ltd
N/A—18,734-18,734-100%$1.1M———
Oversea-Chinese Banking Corp Ltd
N/A—18,593-18,593-100%$1.1M———
Mosaic Family Wealth Partners, LLC
N/A—18,336-18,336-100%$1.1M———
Summit Financial, LLC
N/A—18,282-18,282-100%$1.1M———
Stokes Family Office, LLC
N/A—18,258-18,258-100%$1.1M———
World Investment Advisors
N/A—18,154-18,154-100%$1.0M———
RiverFront Investment Group, LLC
N/A—17,958-17,958-100%$1.0M———
Taylor Hoffman Capital Management LLC
N/A—17,704-17,704-100%$1.0M———
PCB Capital LLC
N/A—17,629-17,629-100%$1.0M———
Essex Financial Services, Inc.
N/A—17,026-17,026-100%$984.8K———
Roundview Capital LLC
N/A—16,772-16,772-100%$970.1K———
Mitchell Mcleod Pugh & Williams Inc
N/A—16,658-16,658-100%$963.5K———
Atlanta Consulting Group Advisors, LLC
N/A—16,449-16,449-100%$959.6K———
Rodgers Brothers Inc.
N/A—16,385-16,385-100%$947.7K———
Ballentine Partners, LLC
N/A—16,377-16,377-100%$947.2K———
Dover Advisors, LLC
N/A—16,357-16,357-100%$888.2K———
BFC Planning, Inc.
N/A—16,203-16,203-100%$937.2K———
DF Dent & Co Inc
N/A—16,180-16,180-100%$935.9K———
Zhang Financial LLC
N/A—16,108-16,108-100%$931.7K———
Hantz Financial Services, Inc.
N/A—15,720-15,720-100%$909.0K———
Flputnam Investment Management Co
N/A—15,606-15,606-100%$902.6K———
Bridges Investment Management Inc
N/A—15,494-15,494-100%$896.2K———
Principal Securities, Inc.
N/A—15,484-15,484-100%$895.6K———
Stonehage Fleming Financial Services Holdings Ltd
N/A—15,356-15,356-100%$888.2K———
Marble Wealth, LLC
N/A—15,209-15,209-100%$879.7K———
Prosperity Consulting Group, LLC
N/A—15,192-15,192-100%$878.7K———
Thoroughbred Financial Services, LLC
N/A—15,111-15,111-100%$874.0K———
Curi Capital, LLC
N/A—15,012-15,012-100%$873.4K———
Lester Murray Antman dba SimplyRich
N/A—14,942-14,942-100%$789.4K———
IEQ Capital, LLC
N/A—14,844-14,844-100%$858.6K———
SIG Brokerage, LP
N/A—14,779-14,779-100%$854.8K———
Fisher Asset Management, LLC
N/A—14,699-14,699-100%$850.3K———
Severin Investments, LLC
N/A—14,571-14,571-100%$842.8K———
Dorsey & Whitney Trust Co LLC
N/A—14,383-14,383-100%$831.9K———
Fidelis Capital Partners, LLC
N/A—14,345-14,345-100%$829.7K———
Evolve Private Wealth, LLC
N/A—14,293-14,293-100%$833.4K———
Field & Main Bank
N/A—14,150-14,150-100%$818.4K———
Planning Alternatives LTD
N/A—14,097-14,097-100%$815.4K———
Northstar Group, Inc.
N/A—13,986-13,986-100%$809.0K———
SVB Wealth LLC
N/A—13,698-13,698-100%$792.3K———
OneDigital Investment Advisors LLC
N/A—13,361-13,361-100%$772.8K———
Advisors Capital Management, LLC
N/A—13,234-13,234-100%$765.5K———
GSA Capital Partners LLP
N/A—12,979-12,979-100%$751.0K———
Texas Yale Capital Corp.
N/A—12,942-12,942-100%$748.6K———
Transcend Capital Advisors, LLC
N/A—12,818-12,818-100%$741.4K———
Beaton Management Co. Inc.
N/A—12,598-12,598-100%$729.0K———
Headinvest, LLC
N/A—12,583-12,583-100%$727.8K———
Coastal Bridge Advisors, LLC
N/A—12,567-12,567-100%$726.9K———
Gladstone Institutional Advisory LLC
N/A—12,550-12,550-100%$725.9K———
National Philanthropic Trust
N/A—12,202-12,202-100%$705.8K———
Patron Partners, LLC
N/A—12,193-12,193-100%$705.2K———
Integrated Investment Consultants, LLC
N/A—12,135-12,135-100%$701.9K———
Bragg Financial Advisors, Inc
N/A—11,970-11,970-100%$692.3K———
Cary Street Partners Financial LLC
N/A—11,960-11,960-100%$691.8K———
Checchi Capital Advisers, LLC
N/A—11,841-11,841-100%$684.9K———
Dodge & COX
N/A—11,840-11,840-100%$684.8K———
Rehmann Capital Advisory Group
N/A—11,816-11,816-100%$683.4K———
Pointe Capital Management LLC
N/A—11,741-11,741-100%$679.1K———
Cary Street Partners Investment Advisory LLC
N/A—11,649-11,649-100%$673.8K———
Everpar Advisors LLC
N/A—11,587-11,587-100%$670.2K———
Storen Legacy Partners, LLC
N/A—11,556-11,556-100%$668.4K———
Prudential PLC
N/A—11,472-11,472-100%$663.5K———
Cozad Asset Management Inc
N/A—11,373-11,373-100%$657.8K———
SBI Okasan Asset Management Co.Ltd.
N/A—11,300-11,300-100%$679.7K———
Lcnb Corp
N/A—11,245-11,245-100%$650.4K———
Private Wealth Asset Management, LLC
N/A—11,205-11,205-100%$648.1K———
Vinva Investment Management Ltd
N/A—11,197-11,197-100%$673.5K———
Bluespring Wealth Management, LLC
N/A—11,106-11,106-100%$642.4K———
Ellevest, Inc.
N/A—11,076-11,076-100%$642.1K———
Advyzon Investment Management, LLC
N/A—11,045-11,045-100%$638.9K———
Kesler, Norman & Wride, LLC
N/A—11,024-11,024-100%$637.6K———
Advisory Alpha, LLC
N/A—10,979-10,979-100%$635.0K———
Fiduciary Group, LLC
N/A—10,943-10,943-100%$632.9K———
Lazard Asset Management LLC
N/A—10,896-10,896-100%$630.2K———
Syon Capital LLC
N/A—10,805-10,805-100%$625.0K———
Cambria Investment Management, L.P.
N/A—10,733-10,733-100%$620.8K———
Mayflower Financial Advisors, LLC
N/A—10,694-10,694-100%$618.6K———
Maverick Capital LTD
N/A—10,411-10,411-100%$602.2K———
Delta Asset Management LLC
N/A—10,261-10,261-100%$593.5K———
Mutual Advisors, LLC
N/A—10,239-10,239-100%$592.2K———
Davis R M Inc
N/A—10,236-10,236-100%$595.1K———
Orographic Financial Advisors, LLC
N/A—10,089-10,089-100%$627———
Encore Global Management, LP
N/A—10,000-10,000-100%$578.4K———
Quinn Opportunity Partners LLC
N/A—10,000-10,000-100%$578.4K———
Douglass Winthrop Advisors, LLC
N/A—9,999-9,999-100%$578.3K———
Z3 Capital Partners, LLC
N/A—9,997-9,997-100%$578.2K———
Catalyst Financial Partners LLC
N/A—9,979-9,979-100%$577.2K———
RB Capital Management, LLC
N/A—9,923-9,923-100%$573.9K———
Old North State Trust, LLC
N/A—9,891-9,891-100%$572.0K———
Godshalk Welsh Capital Management, Inc.
N/A—9,875-9,875-100%$571.2K———
Spinnaker Trust
N/A—9,854-9,854-100%$570.0K———
S-Bank Fund Management Ltd
N/A—9,842-9,842-100%$569.3K———
Strategic Investment Advisors / MI
N/A—9,760-9,760-100%$564.5K———
SageView Advisory Group, LLC
N/A—9,719-9,719-100%$562.1K———
IHT Wealth Management, LLC
N/A—9,691-9,691-100%$560.5K———
Canal Capital Management, LLC
N/A—9,644-9,644-100%$557.8K———
Geneos Wealth Management Inc.
N/A—9,636-9,636-100%$557.3K———
Ossiam
N/A—9,353-9,353-100%$541.0K———
Choate Investment Advisors
N/A—9,219-9,219-100%$533.2K———
Schnieders Capital Management, Llc.
N/A—9,211-9,211-100%$532.8K———
Pine Valley Investments Ltd Liability Co
N/A—9,152-9,152-100%$531.6K———
Catalyst Funds Management Pty Ltd
N/A—9,101-9,101-100%$526.4K———
Stratos Wealth Advisors, LLC
N/A—8,969-8,969-100%$518.8K———
Signet Private Wealth LLC
N/A—8,964-8,964-100%$518.5K———
Capital Analysts, LLC
N/A—8,908-8,908-100%$515.0K———
HighPoint Advisor Group LLC
N/A—8,855-8,855-100%$512.2K———
Natural Investments, LLC
N/A—8,829-8,829-100%$510.0K———
Skba Capital Management LLC
N/A—8,808-8,808-100%$509.5K———
Pure Financial Advisors, LLC
N/A—8,704-8,704-100%$503.4K———
TAGStone Capital, Inc.
N/A—8,687-8,687-100%$506.8K———
Level Four Advisory Services, LLC
N/A—8,659-8,659-100%$500.9K———
Leavell Investment Management, Inc.
N/A—8,479-8,479-100%$494.7K———
PFA Pension, Forsikringsaktieselskab
N/A—8,297-8,297-100%$479.9K———
GeoWealth Management, LLC
N/A—8,243-8,243-100%$476.8K———
Personal CFO Solutions, LLC
N/A—8,203-8,203-100%$478.5K———
Sagewood Asset Management LP
N/A—8,200-8,200-100%$474.3K———
Vanguard National Trust Co
N/A—8,181-8,181-100%$473.2K———
Quent Capital, LLC
N/A—8,163-8,163-100%$472.1K———
Horizon Kinetics Asset Management LLC
N/A—8,152-8,152-100%$471.5K———
Avalon Trust Co
N/A—8,142-8,142-100%$470.9K———
Becker Capital Management Inc
N/A—8,054-8,054-100%$469.9K———
Alphadyne Asset Management LP
N/A—8,036-8,036-100%$464.8K———
One Capital Management, LLC
N/A—7,960-7,960-100%$458.8K———
Lionhunter Capital Management, LLC
N/A—7,858-7,858-100%$454.5K———
Pinnacle West Asset Management, Inc.
N/A—7,845-7,845-100%$454.0K———
Bank of Nova Scotia Trust Co
N/A—7,830-7,830-100%$452.9K———
1ST Source Bank
N/A—7,751-7,751-100%$448.3K———
Phillips Wealth Planners LLC
N/A—7,716-7,716-100%$464.7K———
Chesapeake Asset Management LLC
N/A—7,713-7,713-100%$446.1K———
Virtu Financial LLC
N/A—7,681-7,681-100%$444.0K———
Aventura Private Wealth, LLC
N/A—7,650-7,650-100%$442.5K———
Chancellor Financial Group WB LP
N/A—7,607-7,607-100%$440.0K———
Main Street Financial Solutions, LLC
N/A—7,589-7,589-100%$439.0K———
Stoneridge Investment Partners LLC
N/A—7,563-7,563-100%$471———
Johnson Financial Group, Inc.
N/A—7,480-7,480-100%$436.4K———
McElhenny Sheffield Capital Management, LLC
N/A—7,468-7,468-100%$431.9K———
Flow Traders U.S. LLC
N/A—7,453-7,453-100%$431.0K———
Ceeto Capital Group, LLC
N/A—7,401-7,401-100%$431.0K———
Faithward Advisors, LLC
N/A—7,334-7,334-100%$424.2K———
Wallace Advisory Group, LLC
N/A—7,328-7,328-100%$423.9K———
Beta Wealth Group, Inc.
N/A—7,327-7,327-100%$423.8K———
L2 Asset Management, LLC
N/A—7,322-7,322-100%$423.5K———
Sumitomo Mitsui Financial Group, Inc.
N/A—7,284-7,284-100%$421.3K———
Holderness Investments Co
N/A—7,213-7,213-100%$417.2K———
Modern Wealth Management, LLC
N/A—7,146-7,146-100%$413.3K———
Ausdal Financial Partners, Inc.
N/A—7,108-7,108-100%$411.2K———
BCS Private Wealth Management, Inc.
N/A—7,082-7,082-100%$413.2K———
Tevis Investment Management
N/A—7,000-7,000-100%$408.4K———
Monetary Management Group Inc
N/A—6,944-6,944-100%$401.6K———
E Fund Management (Hong Kong) Co., Ltd.
N/A—6,907-6,907-100%$399.5K———
JMN Financial LLC
N/A—6,873-6,873-100%$401.1K———
Twinbeech Capital LP
N/A—6,852-6,852-100%$396.3K———
Chilton Investment Co Inc.
N/A—6,797-6,797-100%$393.1K———
Maimon Wealth Management Ltd.
N/A—6,617-6,617-100%$382.7K———
Tyche Wealth Partners LLC
N/A—6,614-6,614-100%$382.6K———
First Western Trust Bank
N/A—6,564-6,564-100%$379.7K———
Heritage Trust Co
N/A—6,561-6,561-100%$379.5K———
CVA Family Office, LLC
N/A—6,558-6,558-100%$379.3K———
US Asset Management LLC
N/A—6,473-6,473-100%$374.4K———
Truvestments Capital LLC
N/A—6,465-6,465-100%$373.9K———
Red Door Wealth Management, LLC
N/A—6,374-6,374-100%$368.7K———
Roehl & Yi Investment Advisors, LLC
N/A—6,351-6,351-100%$367.3K———
Klcm Advisors, Inc.
N/A—6,312-6,312-100%$365.1K———
Schonfeld Strategic Advisors LLC
N/A—6,286-6,286-100%$363.6K———
Northwest Bancshares, Inc.
N/A—6,284-6,284-100%$363.5K———
Spartan Wealth Advisory Services LLC
N/A—6,193-6,193-100%$358.2K———
Rexford Capital Inc
N/A—6,167-6,167-100%$356.7K———
Twin Capital Management Inc
N/A—6,129-6,129-100%$354.5K———
Spirepoint Private Client, LLC
N/A—6,123-6,123-100%$354.2K———
Jaffetilchin Investment Partners, LLC
N/A—6,038-6,038-100%$349.2K———
Thomasville National Bank
N/A—6,017-6,017-100%$348.0K———
Heartland Bank & Trust Co
N/A—5,999-5,999-100%$347.0K———
Edgestream Partners, L.P.
N/A—5,992-5,992-100%$346.6K———
Pallas Capital Advisors LLC
N/A—5,988-5,988-100%$346.3K———
Nwam LLC
N/A—5,944-5,944-100%$343.8K———
Ameritas Advisory Services, LLC
N/A—5,862-5,862-100%$339.0K———
Sandhill Capital Partners LLC
N/A—5,860-5,860-100%$338.9K———
Marshall Financial Group, LLC
N/A—5,856-5,856-100%$338.7K———
Rothschild Investment LLC
N/A—5,854-5,854-100%$338.6K———
Lavaca Capital LLC
N/A—5,841-5,841-100%$337.8K———
Oxford Asset Management LLP
N/A—5,825-5,825-100%$336.9K———
Ellenbecker Investment Group
N/A—5,794-5,794-100%$335.2K———
LOS Angeles Capital Management LLC
N/A—5,732-5,732-100%$331.5K———
Pettyjohn, Wood & White, Inc
N/A—5,723-5,723-100%$331.0K———
Summitry LLC
N/A—5,691-5,691-100%$329.2K———
Summit Wealth Partners, LLC
N/A—5,668-5,668-100%$327.8K———
NorthCoast Asset Management LLC
N/A—5,650-5,650-100%$326.8K———
CreativeOne Wealth, LLC
N/A—5,576-5,576-100%$322.5K———
KDT Advisors, LLC
N/A—5,567-5,567-100%$322.0K———
Seeds Investor LLC
N/A—5,549-5,549-100%$321.0K———
Templeton & Phillips Capital Management, LLC
N/A—5,504-5,504-100%$318.4K———
Carson Advisory Inc.
N/A—5,461-5,461-100%$315.9K———
Knollwood Investment Advisory, LLC
N/A—5,405-5,405-100%$312.6K———
Community Bank, N.A.
N/A—5,400-5,400-100%$312.3K———
Morris Financial Concepts, Inc.
N/A—5,359-5,359-100%$309.9K———
Bedel Financial Consulting, Inc.
N/A—5,317-5,317-100%$307.5K———
Stratos Investment Management, LLC
N/A—5,312-5,312-100%$307.3K———
Financial Advisors Network, Inc.
N/A—5,305-5,305-100%$306.9K———
Guardian Wealth Advisors, LLC / NC
N/A—5,301-5,301-100%$306.6K———
Centennial Bank
N/A—5,300-5,300-100%$306.6K———
DRW Securities, LLC
N/A—5,248-5,248-100%$302.9K———
Garrison Point Advisors, LLC
N/A—5,215-5,215-100%$301.6K———
New Republic Capital, LLC
N/A—5,201-5,201-100%$303.4K———
Defiance ETFs, LLC
N/A—5,196-5,196-100%$308.4K———
PMG Wealth Management, Inc.
N/A—5,152-5,152-100%$298.0K———
Joule Financial, LLC
N/A—5,117-5,117-100%$296.0K———
Cascade Financial Partners, LLC
N/A—5,082-5,082-100%$294.0K———
Fukoku Mutual Life Insurance Co
N/A—4,975-4,975-100%$287.8K———
Sompo Asset Management Co., Ltd.
N/A—4,970-4,970-100%$287.5K———
Allred Capital Management, LLC
N/A—4,956-4,956-100%$286.7K———
Parvin Asset Management, LLC
N/A—4,950-4,950-100%$286.3K———
Purpose Unlimited Inc.
N/A—4,946-4,946-100%$286.7K———
Prestige Wealth Management Group LLC
N/A—4,945-4,945-100%$288.5K———
Bridgewater Advisors Inc.
N/A—4,942-4,942-100%$280.0K———
Tradition Wealth Management, LLC
N/A—4,890-4,890-100%$282.8K———
Sovereign Financial Group, Inc.
N/A—4,856-4,856-100%$280.9K———
Paragon Financial Partners, Inc.
N/A—4,830-4,830-100%$300.9K———
Strategic Investment Solutions, Inc.
N/A—4,816-4,816-100%$278.5K———
Cambient Family Office, LLC
N/A—4,815-4,815-100%$280.9K———
Baker Avenue Asset Management, LP
N/A—4,802-4,802-100%$277.7K———
Westpac Banking Corp
N/A—4,783-4,783-100%$276.6K———
Hall Capital Management Co Inc
N/A—4,737-4,737-100%$274.0K———
Cladis Investment Advisory, LLC
N/A—4,736-4,736-100%$273.9K———
Financial Engines Advisors L.L.C.
N/A—4,730-4,730-100%$273.6K———
Legacy Edge Advisors, LLC
N/A—4,692-4,692-100%$271.4K———
FOX RUN Management, L.L.C.
N/A—4,653-4,653-100%$269.1K———
Alan B Lancz & Associates, Inc.
N/A—4,650-4,650-100%$269.0K———
Boyd Watterson Asset Management LLC
N/A—4,642-4,642-100%$268.5K———
Earned Wealth Advisors, LLC
N/A—4,619-4,619-100%$267.2K———
Delta Investment Management, LLC
N/A—4,496-4,496-100%$260.1K———
Tiaa Trust, National Association
N/A—4,484-4,484-100%$259.4K———
Sandy Cove Advisors, LLC
N/A—4,480-4,480-100%$259.1K———
Hayek Kallen Investment Management
N/A—4,472-4,472-100%$259.0K———
OneAscent Financial Services LLC
N/A—4,456-4,456-100%$257.7K———
Bowen Hanes & Co Inc
N/A—4,445-4,445-100%$256.2K———
VeraBank, N.A.
N/A—4,418-4,418-100%$255.5K———
PCM Encore, LLC
N/A—4,416-4,416-100%$255.4K———
CoreFirst Bank & Trust
N/A—4,414-4,414-100%$255.3K———
Sargent Investment Group, LLC
N/A—4,409-4,409-100%$255.0K———
Meridian Wealth Advisors, LLC
N/A—4,408-4,408-100%$255.0K———
NCM Capital Management, LLC
N/A—4,401-4,401-100%$254.5K———
Centaurus Financial, Inc.
N/A—4,393-4,393-100%$254.0K———
Fortress Private Ledger, LLC
N/A—4,338-4,338-100%$250.9K———
Hilltop Holdings Inc.
N/A—4,305-4,305-100%$249.0K———
Belpointe Asset Management LLC
N/A—4,288-4,288-100%$248.0K———
Strategic Financial Services, Inc.
N/A—4,287-4,287-100%$248.0K———
Park Place Capital Corp
N/A—4,277-4,277-100%$247.4K———
Advocacy Wealth Management, LLC
N/A—4,271-4,271-100%$247.0K———
Insigneo Advisory Services, LLC
N/A—4,268-4,268-100%$246.9K———
Simmons Bank
N/A—4,207-4,207-100%$243.3K———
Marco Investment Management LLC
N/A—4,201-4,201-100%$243.0K———
FAS Wealth Partners, Inc.
N/A—4,084-4,084-100%$236.2K———
Kovack Advisors, Inc.
N/A—4,075-4,075-100%$241.0K———
Stonebridge Financial Group, LLC / MO
N/A—4,061-4,061-100%$234.9K———
Ancora Advisors LLCA
N/A—4,047-4,047-100%$234.1K———
LMR Partners LLP
N/A—4,028-4,028-100%$233.0K———
nVerses Capital, LLC
N/A—4,015-4,015-100%$232.2K———
Hemenway Trust Co LLC
N/A—4,000-4,000-100%$231.4K———
Banque Transatlantique SA
N/A—3,994-3,994-100%$212.6K———
First National Bank & Trust Co of Newtown
N/A—3,978-3,978-100%$247.9K———
Legacy Financial Advisors, Inc.
N/A—3,936-3,936-100%$227.7K———
West Family Investments, Inc.
N/A—3,913-3,913-100%$226.3K———
Capital Advisors Inc
N/A—3,909-3,909-100%$226.1K———
Vantage Point Financial LLC
N/A—3,900-3,900-100%$225.6K———
Keel Point, LLC
N/A—3,858-3,858-100%$223.1K———
Kinloch Capital, LLC
N/A—3,854-3,854-100%$222.9K———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—3,819-3,819-100%$220.9K———
Southeast Asset Advisors, LLC
N/A—3,793-3,793-100%$219.4K———
Diamant Asset Management, Inc.
N/A—3,788-3,788-100%$219.1K———
Channel Wealth LLC
N/A—3,785-3,785-100%$218.9K———
Berger Financial Group, Inc
N/A—3,764-3,764-100%$217.7K———
Optas, LLC
N/A—3,754-3,754-100%$217.1K———
Partners in Financial Planning
N/A—3,707-3,707-100%$214.4K———
Winthrop Partners - WNY, LLC
N/A—3,700-3,700-100%$214.0K———
TRB Wealth Management, LLC
N/A—3,665-3,665-100%$212.0K———
Atlas Legacy Advisors, LLC
N/A—3,607-3,607-100%$208.6K———
Trillium Asset Management, LLC
N/A—3,603-3,603-100%$208.4K———
Cornerstone Advisory, LLC
N/A—3,571-3,571-100%$206.6K———
Hexagon Capital Partners LLC
N/A—3,565-3,565-100%$206.2K———
Toews Corp
N/A—3,559-3,559-100%$205.9K———
Sunflower Bank, N.A.
N/A—3,551-3,551-100%$205.4K———
Waddell & Associates, LLC
N/A—3,528-3,528-100%$204.1K———
Staley Capital Advisers Inc
N/A—3,524-3,524-100%$203.8K———
Institute for Wealth Management, Llc.
N/A—3,506-3,506-100%$202.8K———
Cyber Hornet ETFs LLC
N/A—3,494-3,494-100%$202.1K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—3,420-3,420-100%$197.8K———
Strategic Wealth Partners, Ltd.
N/A—3,415-3,415-100%$197.5K———
Horizon Bancorp Inc
N/A—3,317-3,317-100%$192.0K———
Highland Investment Advisors LLC
N/A—3,250-3,250-100%$188.0K———
Bank of the Bluegrass & Trust Co.
N/A—3,236-3,236-100%$187.1K———
IFG Advisory, LLC
N/A—3,234-3,234-100%$187.0K———
ST Germain D J Co Inc
N/A—3,197-3,197-100%$184.9K———
Kintra Wealth, LLC
N/A—3,180-3,180-100%$202.0K———
Basecamp Wealth Advisors LLC
N/A—3,179-3,179-100%$183.9K———
Clearstead Trust, LLC
N/A—3,090-3,090-100%$178.7K———
Knott David M Jr
N/A—3,000-3,000-100%$173.5K———
Swiss RE LTD
N/A—2,898-2,898-100%$167.6K———
Bellevue Asset Management, LLC
N/A—2,837-2,837-100%$164.1K———
CNB Bank
N/A—2,821-2,821-100%$163.2K———
Glen Eagle Advisors, LLC
N/A—2,783-2,783-100%$161.0K———
Steigerwald, Gordon & Koch Inc.
N/A—2,779-2,779-100%$160.7K———
1015 Capital Partners, LLC
N/A—2,688-2,688-100%$155.5K———
SHP Wealth Management
N/A—2,424-2,424-100%$140.2K———
Webster Bank, N. A.
N/A—2,406-2,406-100%$139.2K———
Ameriflex Group, Inc.
N/A—2,272-2,272-100%$131.4K———
Crews Bank & Trust
N/A—2,049-2,049-100%$118.5K———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—2,040-2,040-100%$118.0K———
Continuum Advisory, LLC
N/A—2,008-2,008-100%$116.1K———
Hurricane Capital Advisors LLC
N/A—2,000-2,000-100%$115.7K———
Core Alternative Capital
N/A—1,959-1,959-100%$113.3K———
Corsicana & Co.
N/A—1,900-1,900-100%$109.9K———
Loomis Sayles & Co L P
N/A—1,900-1,900-100%$109.9K———
Westfuller Advisors, LLC
N/A—1,871-1,871-100%$109.1K———
N.E.W. Advisory Services LLC
N/A—1,824-1,824-100%$105.5K———
Elgethun Capital Management
N/A—1,778-1,778-100%$102.9K———
Colonial Trust Co / SC
N/A—1,709-1,709-100%$98.8K———
Crewe Advisors LLC
N/A—1,593-1,593-100%$92.1K———
Bogart Wealth, LLC
N/A—1,592-1,592-100%$92.1K———
Leo H. Evart, Inc.
N/A—1,589-1,589-100%$91.9K———
LRI Investments, LLC
N/A—1,511-1,511-100%$87.4K———
Fiduciary Financial Advisors
N/A—1,473-1,473-100%$85.0K———
Measured Wealth Private Client Group, LLC
N/A—1,469-1,469-100%$85.0K———
Bruce G. Allen Investments, LLC
N/A—1,426-1,426-100%$82.5K———
Jackson, Grant Investment Advisers, Inc.
N/A—1,409-1,409-100%$81.5K———
Cohen & Steers, Inc.
N/A—1,400-1,400-100%$81.0K———
Silvant Capital Management LLC
N/A—1,368-1,368-100%$79.1K———
VSM Wealth Advisory, LLC
N/A—1,366-1,366-100%$79.0K———
Tanglewood Legacy Advisors, LLC
N/A—1,296-1,296-100%$75.0K———
PlanVest Financial, Inc
N/A—1,293-1,293-100%$74.8K———
Caldwell Sutter Capital, Inc.
N/A—1,257-1,257-100%$72.7K———
Aberdeen Wealth Management LLC
N/A—1,111-1,111-100%$64.3K———
Millstone Evans Group, LLC
N/A—1,085-1,085-100%$62.8K———
Keating Financial Advisory Services, Inc.
N/A—1,081-1,081-100%$62.5K———
Hollencrest Capital Management
N/A—1,073-1,073-100%$62.0K———
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
N/A—1,042-1,042-100%$60.3K———
Pingora Partners LLC
N/A—1,000-1,000-100%$57.8K———
Gladstone Capital Management LLP
N/A—1,000-1,000-100%$57.8K———
Allied Private Wealth LLC
N/A—991-991-100%$59.0K———
Prosperity Bancshares Inc
N/A—963-963-100%$55.7K———
Alerus Financial NA
N/A—954-954-100%$55.2K———
HHM Wealth Advisors, LLC
N/A—940-940-100%$54.4K———
Sachetta, LLC
N/A—937-937-100%$54.4K———
JTC Employer Solutions Trustee Ltd
N/A—925-925-100%$53.0K———
Stance Capital LLC
N/A—925-925-100%$53.5K———
ESL Trust Services, LLC
N/A—922-922-100%$53.3K———
Motco
N/A—883-883-100%$51.1K———
Atlas Capital Advisors Inc.
N/A—870-870-100%$50.3K———
BOK Financial Private Wealth, Inc.
N/A—870-870-100%$50.8K———
Quarry LP
N/A—846-846-100%$48.9K———
GW&K Investment Management, LLC
N/A—833-833-100%$48.0K———
Lummis Asset Management, LP
N/A—825-825-100%$47.7K———
Colonial Trust Advisors
N/A—820-820-100%$47.4K———
Medallion Wealth Advisors, LLC
N/A—710-710-100%$44.1K———
TD Capital Management LLC
N/A—701-701-100%$40.5K———
Darwin Wealth Management, LLC
N/A—642-642-100%$37.2K———
Walsh & Associates, LLC
N/A—626-626-100%$36.2K———
Sittner & Nelson, LLC
N/A—616-616-100%$35.6K———
C M Bidwell & Associates LTD
N/A—607-607-100%$35.1K———
S&T Bank
N/A—590-590-100%$34.1K———
JPL Wealth Management, LLC
N/A—561-561-100%$32.5K———
Kemnay Advisory Services Inc.
N/A—541-541-100%$31.3K———
Addison Advisors LLC
N/A—521-521-100%$30.1K———
Kilter Group LLC
N/A—495-495-100%$28.6K———
Coston, McIsaac & Partners
N/A—452-452-100%$26.0K———
Cornerstone Financial Management LLC
N/A—445-445-100%$25.7K———
Kerr Financial Planning Corp
N/A—443-443-100%$25.6K———
Abound Financial, LLC
N/A—441-441-100%$25.5K———
Mpwm Advisory Solutions, LLC
N/A—438-438-100%$25.3K———
MidFirst Bank
N/A—433-433-100%$25.0K———
Marshall Investment Management, LLC
N/A—431-431-100%$24.9K———
Bravera Wealth
N/A—420-420-100%$24.3K———
Pinney & Scofield, Inc.
N/A—417-417-100%$24.1K———
New Age Alpha Advisors, LLC
N/A—411-411-100%$23.8K———
OFI Invest Asset Management
N/A—408-408-100%$20.6K———
Cheviot Value Management, LLC
N/A—400-400-100%$23.1K———
Ritter Daniher Financial Advisory LLC / de
N/A—352-352-100%$20.4K———
Rialto Wealth Management, LLC
N/A—351-351-100%$20.3K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—336-336-100%$19.5K———
Security National Bank of Sioux City Iowa
N/A—320-320-100%$18.5K———
Mcguire Capital Advisors Inc
N/A—317-317-100%$18.3K———
Basepoint Wealth LLC
N/A—310-310-100%$17.9K———
Wellington-Altus USA Inc.
N/A—304-304-100%$17.5K———
SOA Wealth Advisors, Llc.
N/A—304-304-100%$17.6K———
Vision Retirement, LLC
N/A—302-302-100%$17.5K———
Ramirez Asset Management, Inc.
N/A—300-300-100%$17.4K———
Strategic Wealth Advisors LLC
N/A—298-298-100%$16———
Godfrey Financial Associates, Inc.
N/A—288-288-100%$16.7K———
McMillan Office, Inc.
N/A—274-274-100%$15.8K———
Dogwood Wealth Management LLC
N/A—253-253-100%$14.6K———
Coppell Advisory Solutions LLC
N/A—248-248-100%$599.1K———
South Plains Financial, Inc.
N/A—240-240-100%$13.9K———
Providence Capital Advisors, LLC
N/A—233-233-100%$13.5K———
Security National Bank of SO DAK
N/A—230-230-100%$13.3K———
Richard W. Paul & Associates, LLC
N/A—222-222-100%$12.8K———
PIN OAK Investment Advisors Inc
N/A—219-219-100%$13———
Financial Life Planners
N/A—215-215-100%$12.5K———
Ogorek Anthony Joseph
N/A—214-214-100%$12———
Caitlin John, LLC
N/A—210-210-100%$12.1K———
Miller Capital Partners, Inc.
N/A—207-207-100%$12.0K———
BankPlus Trust Department
N/A—206-206-100%$11.9K———
Meeder Asset Management Inc
N/A—184-184-100%$10.6K———
Beaird Harris Wealth Management, LLC
N/A—176-176-100%$10.2K———
Group One Trading LLC
N/A—172-172-100%$9.9K———
Consultiva Wealth Management, Corp.
N/A—168-168-100%$9.7K———
Sankala Group LLC
N/A—158-158-100%$9.9K———
Nalls Sherbakoff Group, LLC
N/A—152-152-100%$8.8K———
Napier Financial, LLC
N/A—141-141-100%$8.2K———
Fourth Dimension Wealth, LLC
N/A—139-139-100%$8.0K———
Westend Capital Management, LLC
N/A—138-138-100%$8.0K———
Raffa Wealth Management, LLC
N/A—134-134-100%$7.8K———
Cetera Trust Company, N.a
N/A—134-134-100%$7.8K———
Atomic Invest LLC
N/A—132-132-100%$7.9K———
1248 Management, LLC
N/A—122-122-100%$7.1K———
Bard Associates Inc
N/A—122-122-100%$7.1K———
Swan Capital LLC
N/A—121-121-100%$7.0K———
Morgan Dempsey Capital Management LLC
N/A—114-114-100%$6.7K———
Swisher Financial Concepts, Inc.
N/A—109-109-100%$6.3K———
Penserra Capital Management LLC
N/A—108-108-100%$6———
1 North Wealth Services LLC
N/A—105-105-100%$6.1K———
Strive Financial Group,LLC
N/A—97-97-100%$5.6K———
Fortis Group Advisors, LLC
N/A—93-93-100%$5.4K———
Clal Insurance Enterprises Holdings Ltd
N/A—91-91-100%$5———
Boreal Capital Management LLC
N/A—87-87-100%$5.1K———
IAG Wealth Partners, LLC
N/A—76-76-100%$4.4K———
Imprint Wealth LLC
N/A—74-74-100%$4.3K———
HFM Investment Advisors, LLC
N/A—71-71-100%$4.1K———
Cbiz Investment Advisory Services, LLC
N/A—67-67-100%$3.9K———
Broadwater Capital Management LLC
N/A—59-59-100%$3.4K———
Oakmont Advisory Group, LLC
N/A—44-44-100%$2.5K———
Dunhill Financial, LLC
N/A—43-43-100%$2.5K———
WealthCollab, LLC
N/A—16-16-100%$926———
Game Plan Financial Advisors, LLC
N/A—15-15-100%$868———
FWL Investment Management, LLC
N/A—13-13-100%$752———
Financial Gravity Companies, Inc.
N/A—10-10-100%$578———
IMA Advisory Services, Inc.
N/A—8-8-100%$479———
Investors Portfolio Services LLC
N/A—8-8-100%$445———
Operose Advisors LLC
N/A—8-8-100%$463———
Cordant, Inc.
N/A—6-6-100%$329———
Tidemark, LLC
N/A—6-6-100%$347———
Evolution Advisers, Inc.
N/A—4-4-100%$0———
Ross\johnson & Associates LLC
N/A—2-2-100%$116———
Showing 1980 of 1980 institutions