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Netflix Inc (NFLX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Bank of New York Mellon Corp
DECREASED
Shares24,778,796 from 26,701,433
Change-1,922,637 (-7%)
Value$1.7B (-$182.4M)
Filed 2026-11-05
Mitsubishi UFJ Asset Management Co., Ltd.
DECREASED
Shares19,200,838 from 20,746,540
Change-1,545,702 (-7%)
Value$1.3B (-$145.3M)
Filed 2026-11-05
Assenagon Asset Management S.A.
INCREASED
Shares16,111,438 from 5,463,635
Change+10,647,803 (+195%)
Value$1.1B (+$730.9M)
Filed 2026-10-15
Dimensional Fund Advisors LP
DECREASED
Shares14,181,671 from 15,188,196
Change-1,006,525 (-7%)
Value$986.8M (-$97.9M)
Filed 2026-11-04
Daiwa Securities Group Inc.
INCREASED
Shares13,798,620 from 12,446,471
Change+1,352,149 (+11%)
Value$960.1M (+$71.4M)
Filed 2026-10-29
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares11,135,903 from 11,496,332
Change-360,429 (-3%)
Value$774.8M (-$46.0M)
Filed 2026-10-29
Citigroup Inc
DECREASED
Shares10,732,362 from 11,722,398
Change-990,036 (-8%)
Value$746.8M (-$90.2M)
Filed 2026-11-04
Principal Financial Group Inc
DECREASED
Shares7,275,544 from 11,027,249
Change-3,751,705 (-34%)
Value$506.2M (-$281.1M)
Filed 2026-11-02
Bank Julius Baer & Co. Ltd, Zurich
INCREASED
Shares5,980,201 from 5,273,839
Change+706,362 (+13%)
Value$416.6M (+$37.4M)
Filed 2026-10-29
DekaBank Deutsche Girozentrale
INCREASED
Shares5,539,479 from 352,476
Change+5,187,003 (+1472%)
Value$389.3K (+$355.5K)
Filed 2026-10-27
ProShare Advisors LLC
INCREASED
Shares4,688,388 from 4,588,123
Change+100,265 (+2%)
Value$326.2M (-$1.4M)
Filed 2026-10-29
Pictet Asset Management Holding SA
INCREASED
Shares4,453,680 from 4,034,870
Change+418,810 (+10%)
Value$309.9M (+$21.7M)
Filed 2026-11-03
Alecta Tjanstepension Omsesidigt
UNCHANGED
Shares4,260,000 from 4,260,000
Change0 (0%)
Value$296.4M (-$7.6M)
Filed 2026-11-02
Robeco Institutional Asset Management B.V.
INCREASED
Shares4,248,899 from 3,081,083
Change+1,167,816 (+38%)
Value$295.6M (+$75.6M)
Filed 2026-10-20
Swedbank AB
DECREASED
Shares4,040,612 from 7,596,314
Change-3,555,702 (-47%)
Value$281.1M (-$261.2M)
Filed 2026-10-27
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares3,775,414 from 3,620,401
Change+155,013 (+4%)
Value$262.7M (+$4.2M)
Filed 2026-11-03
Neos Investment Management LLC
INCREASED
Shares3,630,723 from 3,229,620
Change+401,103 (+12%)
Value$252.6M (+$22.0M)
Filed 2026-11-04
New York State Teachers Retirement System
DECREASED
Shares3,096,859 from 3,264,699
Change-167,840 (-5%)
Value$215.5K (-$232.9M)
Filed 2026-10-22
Temasek Holdings (Private) Ltd
INCREASED
Shares2,950,548 from 2,526,344
Change+424,204 (+17%)
Value$205.3M (+$24.9M)
Filed 2026-10-28
King Luther Capital Management Corp
INCREASED
Shares2,592,769 from 2,528,448
Change+64,321 (+3%)
Value$180.4M (-$126.3K)
Filed 2026-11-05
Sarasin & Partners LLP
DECREASED
Shares2,559,181 from 2,736,198
Change-177,017 (-6%)
Value$178.1M (-$17.3M)
Filed 2026-10-13
Sustainable Growth Advisers, LP
DECREASED
Shares2,486,816 from 4,062,760
Change-1,575,944 (-39%)
Value$173.0M (-$117.0M)
Filed 2026-10-15
CIBC Asset Management Inc
INCREASED
Shares2,259,132 from 2,110,509
Change+148,623 (+7%)
Value$157.2M (+$6.5M)
Filed 2026-11-05
Barton Investment Management
DECREASED
Shares2,257,376 from 2,283,655
Change-26,279 (-1%)
Value$157.1M (-$6.0M)
Filed 2026-10-27
KBC Group NV
DECREASED
Shares2,071,167 from 3,794,690
Change-1,723,523 (-45%)
Value$144.1K (-$270.8M)
Filed 2026-10-22
Cardano Risk Management B.V.
INCREASED
Shares2,019,105 from 1,465,830
Change+553,275 (+38%)
Value$140.5K (+$35.8K)
Filed 2026-10-20
UniSuper Management Pty Ltd
INCREASED
Shares2,005,414 from 1,960,617
Change+44,797 (+2%)
Value$139.5M (-$451.3K)
Filed 2026-10-26
Retirement Systems of Alabama
INCREASED
Shares1,933,969 from 1,611,411
Change+322,558 (+20%)
Value$134.6M (+$19.5M)
Filed 2026-11-04
Asset Management One Co., Ltd.
DECREASED
Shares1,927,752 from 1,960,665
Change-32,913 (-2%)
Value$134.1M (-$5.9M)
Filed 2026-10-27
Creative Planning
INCREASED
Shares1,920,903 from 1,684,099
Change+236,804 (+14%)
Value$133.7M (+$13.4M)
Filed 2026-11-02
MacKenzie Financial Corp
INCREASED
Shares1,854,699 from 1,375,246
Change+479,453 (+35%)
Value$129.0M (+$30.9M)
Filed 2026-11-02
US Bancorp \de\
DECREASED
Shares1,736,416 from 1,775,742
Change-39,326 (-2%)
Value$120.8M (-$6.0M)
Filed 2026-11-05
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED
Shares1,717,885 from 1,885,865
Change-167,980 (-9%)
Value$119.5M (-$15.1M)
Filed 2026-10-15
Swiss Life Asset Management Ltd
DECREASED
Shares1,679,316 from 1,715,842
Change-36,526 (-2%)
Value$116.8M (-$5.7M)
Filed 2026-11-03
ABN Amro Investment Solutions
INCREASED
Shares1,652,896 from 1,533,728
Change+119,168 (+8%)
Value$115.0M (+$5.5M)
Filed 2026-10-21
Truist Financial Corp
DECREASED
Shares1,637,903 from 1,716,560
Change-78,657 (-5%)
Value$114.0M (-$8.6M)
Filed 2026-10-30
Allspring Global Investments Holdings, LLC
DECREASED
Shares1,591,351 from 2,062,005
Change-470,654 (-23%)
Value$108.0M (-$45.0M)
Filed 2026-11-04
Fifth Third Bancorp
DECREASED
Shares1,501,516 from 1,889,128
Change-387,612 (-21%)
Value$104.5M (-$30.4M)
Filed 2026-11-05
Strs Ohio
DECREASED
Shares1,459,537 from 1,545,319
Change-85,782 (-6%)
Value$101.6M (-$8.8M)
Filed 2026-10-30
Quilter Plc
INCREASED
Shares1,420,414 from 1,417,865
Change+2,549 (+0%)
Value$98.8M (-$2.4M)
Filed 2026-10-21
State of New Jersey Common Pension Fund D
DECREASED
Shares1,345,311 from 1,362,724
Change-17,413 (-1%)
Value$93.6M (-$3.7M)
Filed 2026-11-05
Calamos Advisors LLC
DECREASED
Shares1,336,162 from 1,382,807
Change-46,645 (-3%)
Value$93.0M (-$5.8M)
Filed 2026-11-02
Nisa Investment Advisors, LLC
DECREASED
Shares1,278,290 from 1,320,799
Change-42,509 (-3%)
Value$88.9M (-$5.4M)
Filed 2026-10-20
Mn Services Vermogensbeheer B.V.
INCREASED
Shares1,245,090 from 1,226,890
Change+18,200 (+1%)
Value$86.6K (-$87.5M)
Filed 2026-10-08
Xponance LLC
INCREASED
Shares1,238,173 from 1,202,237
Change+35,936 (+3%)
Value$86.2M (+$312.4K)
Filed 2026-11-03
AMF Tjanstepension AB
DECREASED
Shares1,215,346 from 1,267,857
Change-52,511 (-4%)
Value$84.6M (-$6.0M)
Filed 2026-10-22
Czech National Bank
DECREASED
Shares1,196,400 from 1,198,555
Change-2,155 (0%)
Value$83.2M (-$2.3M)
Filed 2026-10-13
Commonwealth Equity Services, LLC
DECREASED
Shares1,192,361 from 1,335,474
Change-143,113 (-11%)
Value$83.0M (-$12.4M)
Filed 2026-11-02
Arizona State Retirement System
DECREASED
Shares1,166,707 from 1,168,416
Change-1,709 (0%)
Value$81.2M (-$2.2M)
Filed 2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares1,149,807 from 945,955
Change+203,852 (+22%)
Value$71.4M (+$13.9M)
Filed 2026-10-13
State of Michigan Retirement System
DECREASED
Shares1,123,690 from 1,155,690
Change-32,000 (-3%)
Value$78.2M (-$4.3M)
Filed 2026-10-27
SEB Asset Management AB
DECREASED
Shares1,119,405 from 1,337,147
Change-217,742 (-16%)
Value$77.9M (-$17.6M)
Filed 2026-11-04
Rakuten Investment Management, Inc.
INCREASED
Shares1,108,593 from 1,014,525
Change+94,068 (+9%)
Value$77.9M (+$3.1M)
Filed 2026-10-30
Lido Advisors, LLC
INCREASED
Shares1,101,386 from 1,049,147
Change+52,239 (+5%)
Value$76.6M (+$1.7M)
Filed 2026-11-04
ASR Vermogensbeheer N.V.
INCREASED
Shares1,015,280 from 896,313
Change+118,967 (+13%)
Value$70.6M (+$6.6M)
Filed 2026-10-16
Traynor Capital Management, Inc.
DECREASED
Shares1,008,747 from 1,015,066
Change-6,319 (-1%)
Value$70.2M (-$2.3M)
Filed 2026-10-29
IFM Investors Pty Ltd
INCREASED
Shares981,425 from 958,710
Change+22,715 (+2%)
Value$68.3M (-$164.3K)
Filed 2026-10-14
Imc-Chicago, LLC
INCREASED
Shares948,894 from 298,471
Change+650,423 (+218%)
Value$66.0M (+$44.7M)
Filed 2026-11-05
Mcdonald Capital Investors Inc
DECREASED
Shares932,397 from 1,046,297
Change-113,900 (-11%)
Value$64.9M (-$9.8M)
Filed 2026-10-27
Border to Coast Pensions Partnership Ltd
INCREASED
Shares925,785 from 840,387
Change+85,398 (+10%)
Value$64.3K (-$59.9M)
Filed 2026-10-09
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED
Shares919,956 from 930,051
Change-10,095 (-1%)
Value$64.0M (-$2.4M)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares900,513 from 873,340
Change+27,173 (+3%)
Value$62.7K (-$62.3M)
Filed 2026-11-02
Assetmark, Inc
INCREASED
Shares864,963 from 599,245
Change+265,718 (+44%)
Value$60.2M (+$17.4M)
Filed 2026-10-21
Amalgamated Bank
DECREASED
Shares836,846 from 863,915
Change-27,069 (-3%)
Value$58.2K (-$61.6M)
Filed 2026-10-23
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED
Shares836,250 from 851,335
Change-15,085 (-2%)
Value$58.2M (-$2.6M)
Filed 2026-10-19
GF Fund Management Co. Ltd.
DECREASED
Shares831,339 from 850,369
Change-19,030 (-2%)
Value$57.8M (-$2.9M)
Filed 2026-10-26
B. Metzler seel. Sohn & Co. AG
DECREASED
Shares805,621 from 846,472
Change-40,851 (-5%)
Value$56.1M (-$4.4M)
Filed 2026-10-30
Union Bancaire Privee, UBP SA
DECREASED
Shares784,550 from 921,288
Change-136,738 (-15%)
Value$60.5M (-$7.6M)
Filed 2026-11-04
Gateway Investment Advisers LLC
INCREASED
Shares746,863 from 728,336
Change+18,527 (+3%)
Value$52.0M (-$36.5K)
Filed 2026-10-13
Aegon Asset Management UK PLC
INCREASED
Shares744,983 from 591,640
Change+153,343 (+26%)
Value$51.8M (+$9.6M)
Filed 2026-11-04
OP Asset Management Ltd
INCREASED
Shares735,613 from 527,596
Change+208,017 (+39%)
Value$51.2M (+$13.5M)
Filed 2026-11-05
Achmea Investment Management B.V.
INCREASED
Shares726,575 from 570,273
Change+156,302 (+27%)
Value$50.6M (+$9.9M)
Filed 2026-10-30
Kestra Advisory Services, LLC
INCREASED
Shares654,155 from 653,147
Change+1,008 (+0%)
Value$45.5M (-$1.1M)
Filed 2026-11-02
Jefferies Financial Group Inc.
INCREASED
Shares642,266 from 388,271
Change+253,995 (+65%)
Value$44.7M (+$17.0M)
Filed 2026-11-05
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares621,119 from 613,383
Change+7,736 (+1%)
Value$43.2M (-$578.1K)
Filed 2026-10-20
Banque Pictet & CIE SA
INCREASED
Shares614,251 from 444,811
Change+169,440 (+38%)
Value$42.7M (+$11.0M)
Filed 2026-10-16
Raiffeisen Bank International AG
INCREASED
Shares600,581 from 510,549
Change+90,032 (+18%)
Value$42.1M (+$4.5M)
Filed 2026-10-28
TD Waterhouse Canada Inc.
INCREASED
Shares594,153 from 552,681
Change+41,472 (+8%)
Value$40.3M (-$706.4K)
Filed 2026-10-16
Frank, Rimerman Advisors LLC
INCREASED
Shares579,839 from 576,301
Change+3,538 (+1%)
Value$40.3M (-$802.7K)
Filed 2026-10-16
New York Life Investment Management LLC
DECREASED
Shares579,069 from 586,485
Change-7,416 (-1%)
Value$40.3M (-$1.6M)
Filed 2026-11-04
BI Asset Management Fondsmaeglerselskab A/S
INCREASED
Shares577,887 from 503,819
Change+74,068 (+15%)
Value$40.2K (-$35.9M)
Filed 2026-10-22
Fort Washington Investment Advisors Inc
DECREASED
Shares576,739 from 578,051
Change-1,312 (0%)
Value$40.1M (-$1.1M)
Filed 2026-10-15
Aware Super Pty Ltd as trustee of Aware Super
DECREASED
Shares558,504 from 561,804
Change-3,300 (-1%)
Value$38.9M (-$1.3M)
Filed 2026-10-30
Park National Corp
DECREASED
Shares557,880 from 559,797
Change-1,917 (0%)
Value$38.8M (-$1.2M)
Filed 2026-10-05
Ethic Inc.
INCREASED
Shares546,393 from 531,935
Change+14,458 (+3%)
Value$38.0M (+$37.9K)
Filed 2026-11-03
SteelPeak Wealth, LLC
DECREASED
Shares540,855 from 735,898
Change-195,043 (-26%)
Value$37.6M (-$14.9M)
Filed 2026-10-16
Virginia Retirement Systems ET Al
UNCHANGED
Shares528,610 from 528,610
Change0 (0%)
Value$36.8M (-$962.1K)
Filed 2026-10-28
Baskin Financial Services Inc.
INCREASED
Shares524,915 from 524,661
Change+254 (+0%)
Value$36.5K (-$937)
Filed 2026-10-19
ZWJ Investment Counsel Inc
INCREASED
Shares515,240 from 235,844
Change+279,396 (+118%)
Value$35.9M (+$19.0M)
Filed 2026-10-15
Oregon Public Employees Retirement Fund
DECREASED
Shares511,934 from 517,745
Change-5,811 (-1%)
Value$35.6M (-$1.3M)
Filed 2026-10-30
Guinness Asset Management LTD
INCREASED
Shares510,439 from 510,403
Change+36 (+0%)
Value$35.5M (-$926.4K)
Filed 2026-11-05
J. Safra Sarasin Holding AG
INCREASED
Shares507,964 from 485,615
Change+22,349 (+5%)
Value$42.7M (+$1.1M)
Filed 2026-10-26
Regions Financial Corp
DECREASED
Shares501,134 from 505,761
Change-4,627 (-1%)
Value$34.9M (-$1.2M)
Filed 2026-11-05
Prospera Financial Services Inc
INCREASED
Shares499,711 from 471,017
Change+28,694 (+6%)
Value$31.0M (-$2.6M)
Filed 2026-11-04
Chicago Capital, LLC
DECREASED
Shares499,223 from 564,519
Change-65,296 (-12%)
Value$34.7M (-$5.6M)
Filed 2026-10-13
Thrivent Financial for Lutherans
DECREASED
Shares489,631 from 3,210,923
Change-2,721,292 (-85%)
Value$33.9K (-$229.2M)
Filed 2026-11-05
iA Global Asset Management Inc.
DECREASED
Shares486,817 from 539,543
Change-52,726 (-10%)
Value$33.9K (-$38.5M)
Filed 2026-10-29
Louisiana State Employees Retirement System
DECREASED
Shares467,300 from 486,000
Change-18,700 (-4%)
Value$32.5M (-$2.2M)
Filed 2026-10-20
Fisher Funds Management LTD
DECREASED
Shares461,048 from 694,523
Change-233,475 (-34%)
Value$32.1M (-$17.5M)
Filed 2026-10-13
Vontobel Holding Ltd.
DECREASED
Shares436,473 from 3,961,949
Change-3,525,476 (-89%)
Value$30.4M (-$252.5M)
Filed 2026-10-16
Crossmark Global Holdings, Inc.
DECREASED
Shares432,695 from 433,024
Change-329 (0%)
Value$30.1M (-$811.0K)
Filed 2026-10-21
Associated Banc-Corp
INCREASED
Shares429,616 from 419,114
Change+10,502 (+3%)
Value$29.9M (-$32.1K)
Filed 2026-10-30
Mutual of America Capital Management LLC
DECREASED
Shares427,345 from 435,150
Change-7,805 (-2%)
Value$29.7M (-$1.3M)
Filed 2026-10-23
Loftus Peak Pty Ltd
INCREASED
Shares424,168 from 356,203
Change+67,965 (+19%)
Value$29.5M (+$4.1M)
Filed 2026-10-15
State of Alaska, Department of Revenue
DECREASED
Shares422,839 from 440,986
Change-18,147 (-4%)
Value$29.4K (-$31.5M)
Filed 2026-10-15
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares421,955 from 404,891
Change+17,064 (+4%)
Value$29.4M (+$450.4K)
Filed 2026-10-29
Candriam S.C.A.
DECREASED
Shares417,515 from 486,564
Change-69,049 (-14%)
Value$29.2M (-$5.6M)
Filed 2026-11-03
Avanza Fonder AB
INCREASED
Shares410,252 from 375,253
Change+34,999 (+9%)
Value$28.5M (+$1.8M)
Filed 2026-10-13
AMI Asset Management Corp
DECREASED
Shares408,695 from 691,991
Change-283,296 (-41%)
Value$28.4M (-$21.0M)
Filed 2026-10-20
Yousif Capital Management, LLC
DECREASED
Shares405,786 from 409,720
Change-3,934 (-1%)
Value$28.2M (-$1.0M)
Filed 2026-10-22
AIA Group Ltd
DECREASED
Shares394,811 from 461,438
Change-66,627 (-14%)
Value$27.5M (-$5.5M)
Filed 2026-10-30
Riverbridge Partners LLC
DECREASED
Shares386,662 from 410,274
Change-23,612 (-6%)
Value$26.9M (-$2.4M)
Filed 2026-11-05
Quintet Private Bank (Europe) S.A.
INCREASED
Shares385,704 from 257,149
Change+128,555 (+50%)
Value$26.8M (+$8.5M)
Filed 2026-10-08
Weatherly Asset Management L. P.
DECREASED
Shares381,023 from 385,218
Change-4,195 (-1%)
Value$26.5M (-$993.0K)
Filed 2026-10-20
Atria Investments, Inc
INCREASED
Shares371,955 from 318,037
Change+53,918 (+17%)
Value$25.9M (+$3.2M)
Filed 2026-10-15
Meitav Investment House LTD
DECREASED
Shares366,186 from 371,477
Change-5,291 (-1%)
Value$25.5M (-$1.0M)
Filed 2026-10-28
Profund Advisors LLC
DECREASED
Shares366,042 from 369,450
Change-3,408 (-1%)
Value$25.5M (-$909.5K)
Filed 2026-10-29
Oppenheimer Asset Management Inc.
INCREASED
Shares348,008 from 297,068
Change+50,940 (+17%)
Value$24.2M (+$3.0M)
Filed 2026-10-27
Apollon Wealth Management, LLC
DECREASED
Shares344,290 from 394,252
Change-49,962 (-13%)
Value$24.0M (-$4.2M)
Filed 2026-10-23
Parallel Advisors, LLC
INCREASED
Shares341,676 from 336,872
Change+4,804 (+1%)
Value$23.8M (-$278.9K)
Filed 2026-11-03
Cullen T Bankers, Inc.
DECREASED
Shares339,793 from 413,320
Change-73,527 (-18%)
Value$23.6M (-$5.9M)
Filed 2026-10-28
Compagnie Lombard Odier SCmA
DECREASED
Shares339,290 from 354,644
Change-15,354 (-4%)
Value$23.6M (-$1.7M)
Filed 2026-11-04
Factory Mutual Insurance Co
DECREASED
Shares338,250 from 339,600
Change-1,350 (0%)
Value$23.5M (-$712.0K)
Filed 2026-10-30
Slow Capital, Inc.
DECREASED
Shares334,873 from 337,079
Change-2,206 (-1%)
Value$23.3M (-$767.0K)
Filed 2026-10-23
Tokio Marine Asset Management Co LTD
INCREASED
Shares333,923 from 332,205
Change+1,718 (+1%)
Value$23.2M (-$485.1K)
Filed 2026-10-26
Motley Fool Asset Management LLC
DECREASED
Shares332,397 from 387,607
Change-55,210 (-14%)
Value$23.1M (-$4.5M)
Filed 2026-10-27
Kestra Private Wealth Services, LLC
INCREASED
Shares330,239 from 311,868
Change+18,371 (+6%)
Value$23.0M (+$710.6K)
Filed 2026-10-30
Gulf International Bank (UK) Ltd
UNCHANGED
Shares328,817 from 328,817
Change0 (0%)
Value$22.9K (-$23.5M)
Filed 2026-10-20
Flossbach VON Storch SE
DECREASED
Shares324,003 from 497,453
Change-173,450 (-35%)
Value$22.5M (-$13.0M)
Filed 2026-10-28
Concurrent Investment Advisors, LLC
INCREASED
Shares323,321 from 258,154
Change+65,167 (+25%)
Value$22.5M (+$4.1M)
Filed 2026-10-16
IFP Advisors, Inc
INCREASED
Shares319,749 from 253,572
Change+66,177 (+26%)
Value$22.2M (+$4.1M)
Filed 2026-10-16
JIA Investment Alliance Pte. Ltd.
UNCHANGED
Shares317,700 from 317,700
Change0 (0%)
Value$22.1M (-$578.2K)
Filed 2026-10-06
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
INCREASED
Shares317,000 from 280,521
Change+36,479 (+13%)
Value$22.1M (+$2.0M)
Filed 2026-10-22
Y-Intercept (Hong Kong) Ltd
DECREASED
Shares310,649 from 316,642
Change-5,993 (-2%)
Value$21.6M (-$993.3K)
Filed 2026-10-16
Boston Trust Walden Corp
DECREASED
Shares308,477 from 374,910
Change-66,433 (-18%)
Value$21.5M (-$5.3M)
Filed 2026-10-30
Oppenheimer & Co Inc
DECREASED
Shares307,375 from 325,906
Change-18,531 (-6%)
Value$21.4M (-$1.9M)
Filed 2026-10-26
Citizens Financial Group Inc
DECREASED
Shares299,826 from 310,311
Change-10,485 (-3%)
Value$20.9M (-$1.3M)
Filed 2026-10-23
Leonteq Securities AG
INCREASED
Shares291,424 from 290,063
Change+1,361 (+0%)
Value$20.3M (-$433.2K)
Filed 2026-10-29
Smith Group Asset Management, LLC
DECREASED
Shares284,612 from 461,316
Change-176,704 (-38%)
Value$19.8M (-$13.1M)
Filed 2026-10-27
Boston Common Asset Management, LLC
DECREASED
Shares282,732 from 316,471
Change-33,739 (-11%)
Value$19.7M (-$2.9M)
Filed 2026-10-13
Mogy Joel R Investment Counsel Inc
INCREASED
Shares278,246 from 265,568
Change+12,678 (+5%)
Value$19.4M (+$398.8K)
Filed 2026-10-13
Eulav Asset Management
UNCHANGED
Shares278,000 from 278,000
Change0 (0%)
Value$19.3M (-$506.0K)
Filed 2026-10-23
Gradient Investments LLC
INCREASED
Shares269,854 from 258,969
Change+10,885 (+4%)
Value$18.8M (+$286.1K)
Filed 2026-10-08
First Citizens Bank & Trust Co
INCREASED
Shares269,252 from 243,640
Change+25,612 (+11%)
Value$18.7M (+$1.3M)
Filed 2026-10-14
Covea Finance
DECREASED
Shares268,068 from 468,768
Change-200,700 (-43%)
Value$18.7M (-$14.8M)
Filed 2026-10-21
Midwest Trust Co
INCREASED
Shares261,527 from 236,547
Change+24,980 (+11%)
Value$18.2M (+$1.3M)
Filed 2026-10-22
Prime Capital Investment Advisors, LLC
DECREASED
Shares258,701 from 277,515
Change-18,814 (-7%)
Value$18.0M (-$1.8M)
Filed 2026-10-20
Bailard, Inc.
INCREASED
Shares257,981 from 239,775
Change+18,206 (+8%)
Value$18.0M (+$830.4K)
Filed 2026-10-13
Braun Stacey Associates Inc
DECREASED
Shares256,369 from 262,861
Change-6,492 (-2%)
Value$17.8M (-$930.1K)
Filed 2026-10-19
D.A. Davidson & Co.
INCREASED
Shares255,060 from 207,844
Change+47,216 (+23%)
Value$17.7M (+$2.9M)
Filed 2026-10-28
Maryland State Retirement & Pension System
INCREASED
Shares253,849 from 226,199
Change+27,650 (+12%)
Value$17.7M (+$1.5M)
Filed 2026-11-05
Professional Advisory Services Inc
NEW
Shares251,989
Change+251,989
Value$17.5K
Filed 2026-10-08
Illinois Municipal Retirement Fund
DECREASED
Shares250,285 from 267,280
Change-16,995 (-6%)
Value$17.4M (-$1.7M)
Filed 2026-11-05
Vise Technologies, Inc.
INCREASED
Shares249,547 from 204,514
Change+45,033 (+22%)
Value$17.4M (+$2.8M)
Filed 2026-10-29
Godsey & Gibb, Inc
INCREASED
Shares246,422 from 240,237
Change+6,185 (+3%)
Value$17.1M (-$6.9K)
Filed 2026-10-14
Davidson Investment Advisors
DECREASED
Shares246,311 from 249,653
Change-3,342 (-1%)
Value$17.1M (-$686.9K)
Filed 2026-10-20
Daymark Wealth Partners, LLC
INCREASED
Shares237,985 from 223,540
Change+14,445 (+6%)
Value$16.6M (+$598.2K)
Filed 2026-11-04
Oak Grove Capital LLC
DECREASED
Shares236,595 from 271,020
Change-34,425 (-13%)
Value$16.5M (-$2.9M)
Filed 2026-10-09
Greatmark Investment Partners, Inc.
INCREASED
Shares234,074 from 233,649
Change+425 (+0%)
Value$16.3M (-$395.7K)
Filed 2026-10-28
OpenArc Corporate Advisory, LLC
INCREASED
Shares234,029 from 136,602
Change+97,427 (+71%)
Value$16.3M (+$6.5M)
Filed 2026-10-21
HB Wealth Management, LLC
INCREASED
Shares233,197 from 227,073
Change+6,124 (+3%)
Value$16.2M (+$12.8K)
Filed 2026-10-23
China Universal Asset Management Co., Ltd.
INCREASED
Shares232,225 from 213,137
Change+19,088 (+9%)
Value$16.3M (+$1.1M)
Filed 2026-10-28
QV Investors Inc.
DECREASED
Shares227,400 from 230,060
Change-2,660 (-1%)
Value$15.8K (-$16.4M)
Filed 2026-10-20
Wesbanco Bank Inc
DECREASED
Shares226,083 from 288,055
Change-61,972 (-22%)
Value$15.7M (-$4.8M)
Filed 2026-11-04
Davenport & Co LLC
INCREASED
Shares225,866 from 222,700
Change+3,166 (+1%)
Value$15.7M (-$185.1K)
Filed 2026-10-14
GFS Advisors, LLC
INCREASED
Shares223,620 from 176,840
Change+46,780 (+26%)
Value$15.6M (+$15.6M)
Filed 2026-11-03
Hartford Investment Management Co
DECREASED
Shares222,882 from 232,802
Change-9,920 (-4%)
Value$15.5M (-$1.1M)
Filed 2026-11-04
Beese Fulmer Investment Management, Inc.
DECREASED
Shares219,617 from 220,366
Change-749 (0%)
Value$15.3M (-$453.2K)
Filed 2026-10-23
Rockland Trust Co
INCREASED
Shares219,221 from 171,882
Change+47,339 (+28%)
Value$15.3M (+$3.0M)
Filed 2026-10-05
Capital Investment Advisors, LLC
INCREASED
Shares219,081 from 77,845
Change+141,236 (+181%)
Value$15.2M (+$9.7M)
Filed 2026-10-22
Moran Wealth Management, LLC
INCREASED
Shares217,908 from 128,766
Change+89,142 (+69%)
Value$15.2M (+$6.0M)
Filed 2026-10-22
Moody Lynn Lieberson & Walker, LLC
DECREASED
Shares217,480 from 269,678
Change-52,198 (-19%)
Value$15.1M (-$4.1M)
Filed 2026-10-14
Tran Capital Management, L.P.
DECREASED
Shares215,719 from 221,959
Change-6,240 (-3%)
Value$15.0M (-$838.1K)
Filed 2026-10-19
Calamos Wealth Management LLC
INCREASED
Shares212,634 from 210,398
Change+2,236 (+1%)
Value$14.8M (-$227.3K)
Filed 2026-11-02
Generali Asset Management SPA SGR
INCREASED
Shares210,574 from 201,463
Change+9,111 (+5%)
Value$14.7M (+$267.3K)
Filed 2026-10-26
New Mexico Educational Retirement Board
UNCHANGED
Shares210,110 from 210,110
Change0 (0%)
Value$14.6K (-$15.0M)
Filed 2026-11-05
Ag2r LA Mondiale Gestion D'actifs
INCREASED
Shares205,407 from 184,979
Change+20,428 (+11%)
Value$14.3M (+$1.1M)
Filed 2026-10-26
Lyell Wealth Management, LP
DECREASED
Shares204,803 from 213,528
Change-8,725 (-4%)
Value$14.3M (-$995.7K)
Filed 2026-10-30
Diversify Advisory Services, LLC
INCREASED
Shares203,913 from 177,548
Change+26,365 (+15%)
Value$14.8M (+$2.3M)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares203,913 from 177,548
Change+26,365 (+15%)
Value$14.8M (+$2.3M)
Filed 2026-10-20
Sterling Capital Management LLC
DECREASED
Shares200,194 from 209,769
Change-9,575 (-5%)
Value$13.9M (-$1.0M)
Filed 2026-10-22
SBI Securities Co., Ltd.
INCREASED
Shares197,813 from 167,202
Change+30,611 (+18%)
Value$13.8M (+$1.8M)
Filed 2026-10-22
Academy Capital Management
DECREASED
Shares193,420 from 195,507
Change-2,087 (-1%)
Value$13.5M (-$501.0K)
Filed 2026-11-05
Axxcess Wealth Management, LLC
DECREASED
Shares191,415 from 264,077
Change-72,662 (-28%)
Value$13.3M (-$5.5M)
Filed 2026-10-21
Appleton Partners Inc
DECREASED
Shares190,690 from 192,935
Change-2,245 (-1%)
Value$13.3K (-$13.8M)
Filed 2026-10-30
Pinnacle Associates LTD
INCREASED
Shares190,170 from 140,156
Change+50,014 (+36%)
Value$13.2M (+$3.2M)
Filed 2026-10-20
Farther Finance Advisors, LLC
INCREASED
Shares190,144 from 177,584
Change+12,560 (+7%)
Value$13.2M (+$539.6K)
Filed 2026-10-08
Congress Asset Management Co
DECREASED
Shares189,186 from 203,937
Change-14,751 (-7%)
Value$13.2M (-$1.4M)
Filed 2026-10-06
Bank Pictet & Cie (Europe) AG
INCREASED
Shares188,806 from 124,189
Change+64,617 (+52%)
Value$13.1M (+$4.3M)
Filed 2026-10-20
Park Avenue Securities LLC
DECREASED
Shares188,664 from 218,000
Change-29,336 (-13%)
Value$13.1K (-$15.6M)
Filed 2026-10-26
RFG Advisory, LLC
DECREASED
Shares188,380 from 205,693
Change-17,313 (-8%)
Value$13.1M (-$1.6M)
Filed 2026-11-03
Global X Japan Co., Ltd.
DECREASED
Shares188,110 from 188,188
Change-78 (0%)
Value$13.1M (-$347.9K)
Filed 2026-10-21
B. Riley Wealth Advisors, Inc.
INCREASED
Shares187,572 from 98,467
Change+89,105 (+90%)
Value$13.1M (+$5.8M)
Filed 2026-10-13
Archon Partners LLC
DECREASED
Shares185,000 from 205,500
Change-20,500 (-10%)
Value$12.9M (-$1.8M)
Filed 2026-10-26
Verde Servicos Internacionais S.A.
INCREASED
Shares184,914 from 168,998
Change+15,916 (+9%)
Value$12.9K (-$12.1M)
Filed 2026-10-26
Third View Private Wealth, LLC
DECREASED
Shares184,611 from 187,137
Change-2,526 (-1%)
Value$12.8M (-$516.3K)
Filed 2026-10-30
Laurion Capital Management LP
INCREASED
Shares183,445 from 8,857
Change+174,588 (+1971%)
Value$12.8M (+$12.1M)
Filed 2026-10-30
Foster Victor Wealth Advisors, LLC
INCREASED
Shares182,788 from 159,776
Change+23,012 (+14%)
Value$12.8M (+$1.0M)
Filed 2026-10-21
Talbot Financial, LLC
DECREASED
Shares178,884 from 190,533
Change-11,649 (-6%)
Value$12.4M (-$1.2M)
Filed 2026-10-19
Choreo, LLC
DECREASED
Shares177,822 from 182,032
Change-4,210 (-2%)
Value$12.4M (-$625.7K)
Filed 2026-10-28
Private Capital Advisors, Inc.
INCREASED
Shares177,186 from 175,962
Change+1,224 (+1%)
Value$12.3M (-$235.1K)
Filed 2026-10-06
Heritage Investors Management Corp
INCREASED
Shares177,021 from 126,291
Change+50,730 (+40%)
Value$12.3K (-$9.0M)
Filed 2026-10-29
Sapient Capital LLC
DECREASED
Shares176,024 from 462,862
Change-286,838 (-62%)
Value$12.2M (-$20.8M)
Filed 2026-10-08
Jacobs & Co
INCREASED
Shares174,772 from 164,252
Change+10,520 (+6%)
Value$12.2K (+$433)
Filed 2026-10-09
Cantor Fitzgerald Investment Advisors L.P.
NEW
Shares171,547
Change+171,547
Value$11.9M
Filed 2026-10-21
Kimelman & Baird, LLC
INCREASED
Shares168,195 from 79,823
Change+88,372 (+111%)
Value$11.7M (+$6.0M)
Filed 2026-11-03
HS Management Partners, LLC
DECREASED
Shares167,640 from 208,599
Change-40,959 (-20%)
Value$11.7M (-$3.2M)
Filed 2026-11-05
Spire Wealth Management
DECREASED
Shares167,334 from 177,664
Change-10,330 (-6%)
Value$11.6M (-$1.0M)
Filed 2026-10-30
Sicart Associates LLC
INCREASED
Shares167,034 from 166,406
Change+628 (+0%)
Value$11.8M (-$100.5K)
Filed 2026-10-29
Great Lakes Retirement, Inc.
INCREASED
Shares165,873 from 158,909
Change+6,964 (+4%)
Value$11.5M (+$195.3K)
Filed 2026-10-26
Burns J W & Co Inc
INCREASED
Shares165,655 from 162,575
Change+3,080 (+2%)
Value$11.5M (-$81.6K)
Filed 2026-10-20
Altura Wealth Advisors Inc.
INCREASED
Shares162,410 from 162,096
Change+314 (+0%)
Value$11.3M (-$273.2K)
Filed 2026-10-22
Badgley Phelps Wealth Managers, LLC
DECREASED
Shares160,356 from 168,162
Change-7,806 (-5%)
Value$11.2M (-$849.2K)
Filed 2026-10-22
PKO Investment Management Joint-Stock Co
UNCHANGED
Shares160,000 from 160,000
Change0 (0%)
Value$11.1M (-$291.2K)
Filed 2026-10-19
Teamwork Financial Advisors, LLC
DECREASED
Shares159,759 from 187,000
Change-27,241 (-15%)
Value$11.1M (-$2.2M)
Filed 2026-10-19
HUB Investment Partners, LLC
INCREASED
Shares159,069 from 130,671
Change+28,398 (+22%)
Value$11.1M (+$1.7M)
Filed 2026-11-03
Fulcrum Capital LLC
INCREASED
Shares158,770 from 134,950
Change+23,820 (+18%)
Value$11.0M (+$1.4M)
Filed 2026-10-15
Fulton Breakefield Broenniman LLC
DECREASED
Shares156,876 from 163,764
Change-6,888 (-4%)
Value$10.9M (-$777.3K)
Filed 2026-11-03
Venture Visionary Partners LLC
DECREASED
Shares156,027 from 194,805
Change-38,778 (-20%)
Value$10.9M (-$3.1M)
Filed 2026-10-07
Harbor Capital Advisors, Inc.
INCREASED
Shares154,878 from 154,220
Change+658 (+0%)
Value$10.8K (-$11.0M)
Filed 2026-10-22
Exchange Traded Concepts, LLC
DECREASED
Shares154,150 from 173,137
Change-18,987 (-11%)
Value$10.7M (-$1.6M)
Filed 2026-10-28
Welch & Forbes LLC
DECREASED
Shares153,282 from 177,517
Change-24,235 (-14%)
Value$10.7M (-$2.0M)
Filed 2026-11-04
Strategic Planning Group, LLC
INCREASED
Shares152,979 from 146,897
Change+6,082 (+4%)
Value$10.6M (+$155.9K)
Filed 2026-10-22
Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust
DECREASED
Shares152,548 from 168,645
Change-16,097 (-10%)
Value$10.6M (-$1.4M)
Filed 2026-10-20
NorthCrest Asset Manangement, LLC
DECREASED
Shares152,264 from 158,669
Change-6,405 (-4%)
Value$10.9M (-$1.1M)
Filed 2026-10-13
Mission Wealth Management, LP
DECREASED
Shares150,947 from 211,935
Change-60,988 (-29%)
Value$10.5M (-$4.6M)
Filed 2026-10-15
Mirae Asset Securities (USA) Inc.
NEW
Shares150,314
Change+150,314
Value$10.5M
Filed 2026-10-15
Bright Rock Capital Management, LLC
INCREASED
Shares150,000 from 100,000
Change+50,000 (+50%)
Value$10.4M (+$3.3M)
Filed 2026-10-05
Wedbush Securities Inc
DECREASED
Shares149,484 from 164,523
Change-15,039 (-9%)
Value$10.4K (-$11.7M)
Filed 2026-10-22
Masterinvest Kapitalanlage GmbH
INCREASED
Shares148,740 from 130,779
Change+17,961 (+14%)
Value$10.3M (+$1.0M)
Filed 2026-11-03
Cidel Asset Management Inc
DECREASED
Shares148,538 from 184,045
Change-35,507 (-19%)
Value$10.3M (-$2.8M)
Filed 2026-10-29
Perigon Wealth Management, LLC
DECREASED
Shares148,309 from 171,829
Change-23,520 (-14%)
Value$10.3M (-$1.9M)
Filed 2026-10-22
Howard Capital Management, LLC
DECREASED
Shares147,199 from 147,597
Change-398 (0%)
Value$10.2M (-$296.3K)
Filed 2026-10-16
Adams Diversified Equity Fund, Inc.
DECREASED
Shares146,520 from 210,520
Change-64,000 (-30%)
Value$10.2M (-$4.8M)
Filed 2026-10-21
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares143,951 from 131,710
Change+12,241 (+9%)
Value$10.0M (+$612.0K)
Filed 2026-10-27
Reik & Co., LLC
INCREASED
Shares143,421 from 114,821
Change+28,600 (+25%)
Value$10.0M (+$1.8M)
Filed 2026-10-27
WP Advisors, LLC
INCREASED
Shares141,341 from 131,730
Change+9,611 (+7%)
Value$9.8M (+$429.1K)
Filed 2026-10-22
Woodstock Corp
INCREASED
Shares137,867 from 94,892
Change+42,975 (+45%)
Value$9.6M (+$2.8M)
Filed 2026-10-13
Mirador Capital Partners LP
INCREASED
Shares134,253 from 114,290
Change+19,963 (+17%)
Value$9.3M (+$1.2M)
Filed 2026-10-09
Marietta Wealth Management, LLC
INCREASED
Shares133,982 from 128,191
Change+5,791 (+5%)
Value$9.5M (+$302.3K)
Filed 2026-10-22
Florida Trust Wealth Management Co
DECREASED
Shares131,130 from 151,524
Change-20,394 (-13%)
Value$9.1M (-$1.7M)
Filed 2026-11-05
E. Ohman J:or Asset Management AB
UNCHANGED
Shares130,981 from 130,981
Change0 (0%)
Value$9.1M (-$238.4K)
Filed 2026-10-22
Larson Financial Group LLC
INCREASED
Shares129,431 from 88,613
Change+40,818 (+46%)
Value$9.0M (+$2.7M)
Filed 2026-11-05
Signaturefd, LLC
INCREASED
Shares129,332 from 127,422
Change+1,910 (+2%)
Value$9.0M (-$99.0K)
Filed 2026-10-23
Knights of Columbus Asset Advisors LLC
DECREASED
Shares128,919 from 143,963
Change-15,044 (-10%)
Value$9.0M (-$1.3M)
Filed 2026-11-05
Strategic Wealth Investment Group, LLC
INCREASED
Shares128,068 from 127,625
Change+443 (+0%)
Value$8.9M (-$201.5K)
Filed 2026-10-29
North Dakota State Investment Board
INCREASED
Shares128,013 from 123,707
Change+4,306 (+3%)
Value$8.9M (+$74.5K)
Filed 2026-10-27
Davis-Rea Ltd.
INCREASED
Shares127,956 from 102,956
Change+25,000 (+24%)
Value$8.9M (+$1.6M)
Filed 2026-10-13
Independent Financial Group, LLC
DECREASED
Shares126,467 from 128,141
Change-1,674 (-1%)
Value$8.8M (-$349.7K)
Filed 2026-10-13
LaFleur & Godfrey LLC
DECREASED
Shares123,067 from 200,644
Change-77,577 (-39%)
Value$8.6M (-$5.8M)
Filed 2026-10-27
J.W. Cole Advisors, Inc.
DECREASED
Shares122,963 from 130,522
Change-7,559 (-6%)
Value$8.6M (-$763.5K)
Filed 2026-11-05
Gamma Investing LLC
INCREASED
Shares122,727 from 112,063
Change+10,664 (+10%)
Value$8.5M (+$538.0K)
Filed 2026-10-08
Quadrant Private Wealth Management, LLC
INCREASED
Shares122,454 from 115,027
Change+7,427 (+6%)
Value$8.5M (+$307.4K)
Filed 2026-11-04
International Assets Investment Management, LLC
INCREASED
Shares122,339 from 117,683
Change+4,656 (+4%)
Value$8.3M (-$430.2K)
Filed 2026-11-02
San Luis Wealth Advisors LLC
INCREASED
Shares122,222 from 75,876
Change+46,346 (+61%)
Value$8.5M (+$3.1M)
Filed 2026-10-27
Praxis Investment Management Inc
INCREASED
Shares121,608 from 114,690
Change+6,918 (+6%)
Value$8.5K (-$8.2M)
Filed 2026-11-03
Plato Investment Management Ltd
INCREASED
Shares120,861 from 119,014
Change+1,847 (+2%)
Value$8.4M (-$5.8K)
Filed 2026-11-05
Maple Capital Management, Inc.
DECREASED
Shares119,636 from 121,145
Change-1,509 (-1%)
Value$8.3M (-$325.5K)
Filed 2026-11-02
Quadrant Capital Group LLC
DECREASED
Shares119,450 from 123,608
Change-4,158 (-3%)
Value$8.4M (-$409.2K)
Filed 2026-10-20
Baxter Bros Inc
DECREASED
Shares119,360 from 128,040
Change-8,680 (-7%)
Value$8.3M (-$837.0K)
Filed 2026-11-04
Arthur M. Cohen & Associates, LLC
DECREASED
Shares119,318 from 121,388
Change-2,070 (-2%)
Value$8.3M (-$365.0K)
Filed 2026-10-26
Wedmont Private Capital
INCREASED
Shares116,842 from 106,863
Change+9,979 (+9%)
Value$8.4M (+$521.8K)
Filed 2026-10-09
Elevation Point Wealth Partners, LLC
INCREASED
Shares116,800 from 107,122
Change+9,678 (+9%)
Value$8.0M (+$478.2K)
Filed 2026-11-05
MGO One Seven LLC
DECREASED
Shares113,238 from 171,015
Change-57,777 (-34%)
Value$7.9M (-$4.3M)
Filed 2026-10-28
NLB Skladi, upravljanje premozenja, d.o.o.
DECREASED
Shares112,586 from 131,194
Change-18,608 (-14%)
Value$7.8M (-$1.5M)
Filed 2026-10-22
Eastover Investment Advisors LLC
NEW
Shares112,257
Change+112,257
Value$7.8M
Filed 2026-10-05
Axxion S.A.
INCREASED
Shares111,649 from 90,029
Change+21,620 (+24%)
Value$7.8M (+$2.1M)
Filed 2026-10-22
Cache Advisors, LLC
INCREASED
Shares111,400 from 109,850
Change+1,550 (+1%)
Value$7.8M (-$92.1K)
Filed 2026-10-16
BLB&B Advisors, LLC
DECREASED
Shares109,521 from 124,903
Change-15,382 (-12%)
Value$7.6M (-$1.3M)
Filed 2026-10-27
Eagle Global Advisors LLC
DECREASED
Shares109,212 from 111,944
Change-2,732 (-2%)
Value$7.6M (-$393.8K)
Filed 2026-11-02
Mcrae Capital Management Inc
INCREASED
Shares109,187 from 82,492
Change+26,695 (+32%)
Value$7.6M (+$1.7M)
Filed 2026-10-15
VestGen Advisors, LLC
INCREASED
Shares108,295 from 97,156
Change+11,139 (+11%)
Value$7.5M (+$598.2K)
Filed 2026-10-27
Dynamic Advisor Solutions LLC
DECREASED
Shares108,155 from 110,338
Change-2,183 (-2%)
Value$7.5M (-$352.7K)
Filed 2026-10-13
Fideuram Asset Management (Ireland) dac
INCREASED
Shares107,439 from 94,445
Change+12,994 (+14%)
Value$8.0M (+$267.8K)
Filed 2026-10-29
Brighton Jones LLC
INCREASED
Shares107,422 from 91,698
Change+15,724 (+17%)
Value$7.5M (+$927.2K)
Filed 2026-11-03
Northside Capital Management, LLC
DECREASED
Shares107,248 from 117,351
Change-10,103 (-9%)
Value$7.5M (-$916.5K)
Filed 2026-10-13
Nixon Peabody Trust Co
INCREASED
Shares106,957 from 101,092
Change+5,865 (+6%)
Value$7.4M (+$224.1K)
Filed 2026-10-23
Zevenbergen Capital Investments LLC
DECREASED
Shares106,535 from 581,345
Change-474,810 (-82%)
Value$7.4M (-$34.1M)
Filed 2026-10-08
Ashton Thomas Private Wealth, LLC
INCREASED
Shares106,261 from 101,485
Change+4,776 (+5%)
Value$7.4M (+$147.6K)
Filed 2026-11-03
Howland Capital Management LLC
DECREASED
Shares106,039 from 139,465
Change-33,426 (-24%)
Value$7.4M (-$2.6M)
Filed 2026-10-22
Fifth Third Wealth Advisors LLC
DECREASED
Shares105,802 from 111,430
Change-5,628 (-5%)
Value$7.4M (-$594.4K)
Filed 2026-10-22
Coastline Trust Co
DECREASED
Shares104,772 from 120,582
Change-15,810 (-13%)
Value$7.3M (-$1.3M)
Filed 2026-10-01
Procyon Advisors, LLC
INCREASED
Shares101,417 from 75,948
Change+25,469 (+34%)
Value$7.1M (+$1.6M)
Filed 2026-10-21
Telos Capital Management, Inc.
DECREASED
Shares100,573 from 103,138
Change-2,565 (-2%)
Value$7.0M (-$366.2K)
Filed 2026-11-02
Jessup Wealth Management, Inc
NEW
Shares100,317
Change+100,317
Value$7.0M
Filed 2026-10-20
Bokf, NA
DECREASED
Shares99,378 from 115,761
Change-16,383 (-14%)
Value$6.9M (-$1.4M)
Filed 2026-10-27
Eastern Bank
DECREASED
Shares98,620 from 367,277
Change-268,657 (-73%)
Value$6.9M (-$19.4M)
Filed 2026-10-05
Brick & Kyle, Associates
INCREASED
Shares98,213 from 5,006
Change+93,207 (+1862%)
Value$6.8M (+$6.4M)
Filed 2026-11-05
Northeast Investment Management
DECREASED
Shares98,111 from 174,778
Change-76,667 (-44%)
Value$6.8M (-$5.7M)
Filed 2026-10-30
Nfsg Corp
INCREASED
Shares97,605 from 77,657
Change+19,948 (+26%)
Value$6.8M (+$1.2M)
Filed 2026-10-15
Ritholtz Wealth Management
DECREASED
Shares96,304 from 100,069
Change-3,765 (-4%)
Value$6.7M (-$444.1K)
Filed 2026-11-05
Joel Isaacson & Co., LLC
INCREASED
Shares95,129 from 94,819
Change+310 (+0%)
Value$6.6M (-$151.0K)
Filed 2026-11-05
Meridian Wealth Management, LLC
INCREASED
Shares94,838 from 86,259
Change+8,579 (+10%)
Value$6.6M (+$439.9K)
Filed 2026-11-05
Westbourne Investment Advisors, Inc.
INCREASED
Shares94,427 from 81,576
Change+12,851 (+16%)
Value$6.6M (+$745.7K)
Filed 2026-10-20
Signal Advisors Wealth, LLC
INCREASED
Shares94,350 from 82,951
Change+11,399 (+14%)
Value$6.6M (+$642.2K)
Filed 2026-10-13
Consolidated Investment Group LLC
UNCHANGED
Shares94,090 from 94,090
Change0 (0%)
Value$6.5M (-$171.2K)
Filed 2026-11-04
Simplicity Wealth,LLC
DECREASED
Shares93,853 from 104,267
Change-10,414 (-10%)
Value$6.5M (-$914.4K)
Filed 2026-10-23
First Horizon Corp
INCREASED
Shares93,413 from 88,488
Change+4,925 (+6%)
Value$6.5M (+$181.6K)
Filed 2026-10-26
Aljian Capital Management, LLC
DECREASED
Shares93,397 from 95,339
Change-1,942 (-2%)
Value$6.5M (-$308.6K)
Filed 2026-10-28
North Point Portfolio Managers Corp
DECREASED
Shares93,102 from 114,366
Change-21,264 (-19%)
Value$6.5M (-$1.7M)
Filed 2026-10-07
Brookstone Capital Management
DECREASED
Shares92,749 from 94,829
Change-2,080 (-2%)
Value$6.5M (-$317.3K)
Filed 2026-10-22
Jericho Financial, LLP
INCREASED
Shares90,485 from 88,398
Change+2,087 (+2%)
Value$6.3M (-$15.7K)
Filed 2026-10-13
Thompson Investment Management, Inc.
INCREASED
Shares90,321 from 87,966
Change+2,355 (+3%)
Value$6.3M (+$3.8K)
Filed 2026-10-14
Aviso Wealth Management
DECREASED
Shares90,241 from 90,779
Change-538 (-1%)
Value$6.3M (-$202.7K)
Filed 2026-11-04
Compass Wealth Management LLC
INCREASED
Shares89,926 from 71,090
Change+18,836 (+27%)
Value$6.3M (+$1.2M)
Filed 2026-10-22
Peterson Wealth Services
INCREASED
Shares89,565 from 85,160
Change+4,405 (+5%)
Value$6.2M (+$151.5K)
Filed 2026-10-26
Mezzasalma Advisors, LLC
INCREASED
Shares88,877 from 86,490
Change+2,387 (+3%)
Value$6.2M (+$8.7K)
Filed 2026-10-14
Cassaday & Co Wealth Management LLC
DECREASED
Shares88,217 from 88,455
Change-238 (0%)
Value$6.1M (-$177.5K)
Filed 2026-10-27
Dillon & Associates Inc
INCREASED
Shares87,742 from 59,922
Change+27,820 (+46%)
Value$6.1K (-$4.2M)
Filed 2026-10-22
AlphaCore Capital LLC
INCREASED
Shares87,551 from 39,240
Change+48,311 (+123%)
Value$6.1M (+$3.3M)
Filed 2026-11-04
Westover Capital Advisors, LLC
DECREASED
Shares87,059 from 91,108
Change-4,049 (-4%)
Value$6.1M (-$447.5K)
Filed 2026-10-26
111 Capital
INCREASED
Shares86,875 from 46,820
Change+40,055 (+86%)
Value$6.0M (+$2.7M)
Filed 2026-11-03
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED
Shares86,862 from 97,362
Change-10,500 (-11%)
Value$6.0M (-$904.9K)
Filed 2026-10-21
Flagship Harbor Advisors, LLC
DECREASED
Shares86,626 from 92,392
Change-5,766 (-6%)
Value$6.0M (-$569.3K)
Filed 2026-10-26
Prosperitas Financial LLC
INCREASED
Shares86,260 from 72,264
Change+13,996 (+19%)
Value$6.0M (+$842.3K)
Filed 2026-10-28
Washington Trust Bank
DECREASED
Shares86,113 from 91,493
Change-5,380 (-6%)
Value$6.0M (-$540.9K)
Filed 2026-11-03
Evergreen Capital Management LLC
INCREASED
Shares86,112 from 75,481
Change+10,631 (+14%)
Value$6.0M (+$602.3K)
Filed 2026-10-23
Fulton Bank, N.A.
DECREASED
Shares86,049 from 90,937
Change-4,888 (-5%)
Value$6.0M (-$505.6K)
Filed 2026-10-14
Verde Capital Management
INCREASED
Shares85,341 from 65,005
Change+20,336 (+31%)
Value$5.9M (+$1.3M)
Filed 2026-10-28
B.A. Schrock Wealth Management, Inc.
NEW
Shares84,706
Change+84,706
Value$5.7M
Filed 2026-10-15
71 West Capital Partners
INCREASED
Shares84,286 from 77,969
Change+6,317 (+8%)
Value$5.9M (+$297.6K)
Filed 2026-11-04
GAM Holding AG
INCREASED
Shares84,286 from 81,811
Change+2,475 (+3%)
Value$5.9M (+$23.3K)
Filed 2026-11-03
Asio Capital, LLC
INCREASED
Shares83,989 from 78,976
Change+5,013 (+6%)
Value$5.8M (+$205.1K)
Filed 2026-10-19
Keybank National Association
INCREASED
Shares83,289 from 68,859
Change+14,430 (+21%)
Value$5.8M (+$878.7K)
Filed 2026-11-04
Thompson Siegel & Walmsley LLC
INCREASED
Shares83,286 from 82,342
Change+944 (+1%)
Value$5.8K (-$5.9M)
Filed 2026-11-05
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares82,947 from 82,947
Change0 (0%)
Value$5.9M ($0)
Filed 2026-10-15
EverSource Wealth Advisors, LLC
INCREASED
Shares82,821 from 62,835
Change+19,986 (+32%)
Value$5.8M (+$1.3M)
Filed 2026-11-04
Vest Financial, LLC
INCREASED
Shares82,668 from 80,387
Change+2,281 (+3%)
Value$5.8M (+$12.4K)
Filed 2026-10-21
YHB Investment Advisors, Inc.
DECREASED
Shares81,522 from 83,281
Change-1,759 (-2%)
Value$5.7M (-$274.0K)
Filed 2026-10-08
LRZ Capital LLC
NEW
Shares80,380
Change+80,380
Value$5.6M
Filed 2026-11-05
Tema Etfs LLC
DECREASED
Shares79,979 from 84,291
Change-4,312 (-5%)
Value$5.6M (-$453.4K)
Filed 2026-10-16
Greenleaf Trust
DECREASED
Shares79,792 from 83,904
Change-4,112 (-5%)
Value$5.6M (-$438.8K)
Filed 2026-10-29
Generali Investments, Management Co LLC
INCREASED
Shares79,763 from 64,213
Change+15,550 (+24%)
Value$5.5M (+$965.1K)
Filed 2026-10-19
Alps Advisors Inc
INCREASED
Shares79,319 from 74,739
Change+4,580 (+6%)
Value$5.5M (+$182.7K)
Filed 2026-11-03
Evergreen Private Wealth LLC
INCREASED
Shares79,250 from 72,244
Change+7,006 (+10%)
Value$5.5M (+$356.0K)
Filed 2026-10-30
Sigma Planning Corp
DECREASED
Shares79,239 from 84,281
Change-5,042 (-6%)
Value$5.5M (-$477.1K)
Filed 2026-10-23
Aviance Capital Partners, LLC
DECREASED
Shares78,504 from 82,816
Change-4,312 (-5%)
Value$5.5M (-$450.8K)
Filed 2026-10-29
Petredis Investment Advisors LLC
DECREASED
Shares78,484 from 78,984
Change-500 (-1%)
Value$5.5M (-$178.5K)
Filed 2026-10-20
Sepio Capital, LP
DECREASED
Shares77,855 from 90,667
Change-12,812 (-14%)
Value$5.4M (-$1.1M)
Filed 2026-10-22
Maxi Investments CY Ltd
UNCHANGED
Shares77,700 from 77,700
Change0 (0%)
Value$5.4K (-$5.5M)
Filed 2026-10-26
Trilogy Capital Inc.
INCREASED
Shares76,420 from 52,063
Change+24,357 (+47%)
Value$5.3M (+$1.6M)
Filed 2026-10-20
RD Finance Ltd
UNCHANGED
Shares76,420 from 76,420
Change0 (0%)
Value$5.3K (-$5.5M)
Filed 2026-10-26
Lighthouse Financial Services Inc
INCREASED
Shares76,276 from 75,961
Change+315 (+0%)
Value$5.3M (-$328.2K)
Filed 2026-11-02
RMR Wealth Builders
INCREASED
Shares76,021 from 72,967
Change+3,054 (+4%)
Value$5.3M (+$79.7K)
Filed 2026-10-22
KMG Fiduciary Partners, LLC
INCREASED
Shares75,669 from 64,858
Change+10,811 (+17%)
Value$5.3M (+$634.2K)
Filed 2026-10-14
J. L. Bainbridge & Co., Inc.
DECREASED
Shares75,406 from 104,468
Change-29,062 (-28%)
Value$5.2M (-$2.2M)
Filed 2026-10-20
Bellecapital International Ltd.
INCREASED
Shares74,992 from 63,983
Change+11,009 (+17%)
Value$5.2M (+$649.6K)
Filed 2026-10-21
Portside Wealth Group, LLC
INCREASED
Shares73,286 from 72,435
Change+851 (+1%)
Value$5.1M (-$72.6K)
Filed 2026-10-20
GHP Investment Advisors, Inc.
INCREASED
Shares73,183 from 8,537
Change+64,646 (+757%)
Value$5.1M (+$4.5M)
Filed 2026-10-15
Asset One Wealth Management LLC
INCREASED
Shares73,059 from 48,577
Change+24,482 (+50%)
Value$5.1M (+$1.5M)
Filed 2026-11-02
DSG Capital Advisors, LLC
INCREASED
Shares72,992 from 71,147
Change+1,845 (+3%)
Value$5.1M (-$152.7K)
Filed 2026-11-05
Luma Capital S.A. - SPF
UNCHANGED
Shares72,680 from 72,680
Change0 (0%)
Value$5.1M (-$132.3K)
Filed 2026-10-21
Guinness Atkinson Asset Management Inc
DECREASED
Shares72,665 from 73,724
Change-1,059 (-1%)
Value$5.1M (-$207.9K)
Filed 2026-11-05
Channing Global Advisors, LLC
INCREASED
Shares72,245 from 68,825
Change+3,420 (+5%)
Value$5.0M (+$112.7K)
Filed 2026-11-03
Costello Asset Management, Inc
DECREASED
Shares72,224 from 72,433
Change-209 (0%)
Value$5.0M (-$146.4K)
Filed 2026-10-30
Daytona Street Capital LLC
INCREASED
Shares72,179 from 50,945
Change+21,234 (+42%)
Value$4.9M (+$1.1M)
Filed 2026-10-15
Kanawha Capital Management LLC
INCREASED
Shares72,149 from 71,305
Change+844 (+1%)
Value$5.0M (-$71.1K)
Filed 2026-10-19
Compound Planning, Inc.
DECREASED
Shares72,144 from 73,984
Change-1,840 (-2%)
Value$5.0M (-$262.7K)
Filed 2026-11-05
Kornitzer Capital Management Inc
INCREASED
Shares72,000 from 66,280
Change+5,720 (+9%)
Value$5.0M (+$277.4K)
Filed 2026-11-03
Lmcg Investments, LLC
INCREASED
Shares71,154 from 59,782
Change+11,372 (+19%)
Value$5.0M (+$682.5K)
Filed 2026-10-21
GC Wealth Management RIA, LLC
INCREASED
Shares71,091 from 70,325
Change+766 (+1%)
Value$4.9M (-$74.7K)
Filed 2026-11-02
Wealth Advisory Solutions, LLC
INCREASED
Shares70,776 from 61,059
Change+9,717 (+16%)
Value$4.9M (+$565.0K)
Filed 2026-10-20
Kingswood Wealth Advisors, LLC
INCREASED
Shares69,917 from 61,804
Change+8,113 (+13%)
Value$4.9M (+$452.0K)
Filed 2026-10-23
Independence Bank of Kentucky
DECREASED
Shares69,796 from 88,081
Change-18,285 (-21%)
Value$4.9M (-$1.4M)
Filed 2026-10-26
Valeo Financial Advisors, LLC
DECREASED
Shares69,767 from 72,533
Change-2,766 (-4%)
Value$4.9M (-$324.6K)
Filed 2026-10-08
Chesley Taft & Associates LLC
DECREASED
Shares69,665 from 104,495
Change-34,830 (-33%)
Value$4.8M (-$2.6M)
Filed 2026-10-13
Accuvest Global Advisors
DECREASED
Shares69,536 from 152,911
Change-83,375 (-55%)
Value$4.8M (-$6.1M)
Filed 2026-11-04
City Holding Co
INCREASED
Shares69,250 from 68,017
Change+1,233 (+2%)
Value$4.8M (-$38.0K)
Filed 2026-10-19
Louisbourg Investments Inc.
INCREASED
Shares68,089 from 52,363
Change+15,726 (+30%)
Value$3.8M (+$789.4K)
Filed 2026-10-20
Mesirow Financial Investment Management, Inc.
INCREASED
Shares68,070 from 66,770
Change+1,300 (+2%)
Value$4.7M (-$31.1K)
Filed 2026-11-05
Ascent Group, LLC
DECREASED
Shares67,955 from 71,230
Change-3,275 (-5%)
Value$4.7M (-$357.5K)
Filed 2026-10-30
Bouvel Investment Partners, LLC
DECREASED
Shares67,824 from 68,878
Change-1,054 (-2%)
Value$4.7M (-$198.7K)
Filed 2026-10-13
Markel Group Inc.
INCREASED
Shares67,500 from 40,000
Change+27,500 (+69%)
Value$4.7M (+$1.8M)
Filed 2026-10-30
Robbins Farley
DECREASED
Shares67,198 from 67,222
Change-24 (0%)
Value$4.7M (-$124.0K)
Filed 2026-10-21
Soltis Investment Advisors LLC
INCREASED
Shares67,168 from 60,012
Change+7,156 (+12%)
Value$4.7M (+$388.7K)
Filed 2026-10-28
Bennett Selby Investments LP
INCREASED
Shares66,716 from 61,780
Change+4,936 (+8%)
Value$4.6M (+$231.0K)
Filed 2026-10-19
Greenwood Capital Associates LLC
DECREASED
Shares66,052 from 88,294
Change-22,242 (-25%)
Value$4.6M (-$1.7M)
Filed 2026-10-27
Asset Dedication, LLC
DECREASED
Shares65,957 from 67,827
Change-1,870 (-3%)
Value$4.6M (-$253.6K)
Filed 2026-11-03
Bdf-Gestion
DECREASED
Shares65,917 from 74,276
Change-8,359 (-11%)
Value$4.6M (+$640.8K)
Filed 2026-10-19
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares65,754 from 50,486
Change+15,268 (+30%)
Value$4.6M (+$970.4K)
Filed 2026-10-14
Harrington Investments, Inc
INCREASED
Shares65,655 from 64,890
Change+765 (+1%)
Value$4.6M (-$64.9K)
Filed 2026-10-14
Norden Group LLC
DECREASED
Shares65,498 from 68,939
Change-3,441 (-5%)
Value$4.6M (-$364.9K)
Filed 2026-10-20
Sowell Financial Services LLC
DECREASED
Shares65,179 from 67,523
Change-2,344 (-3%)
Value$4.5M (-$286.0K)
Filed 2026-10-23
Chicago Partners Investment Group LLC
INCREASED
Shares64,980 from 34,010
Change+30,970 (+91%)
Value$4.3M (+$1.9M)
Filed 2026-10-27
Lazari Capital Management, Inc.
INCREASED
Shares64,360 from 55,071
Change+9,289 (+17%)
Value$4.5M (+$546.1K)
Filed 2026-10-20
Gibbs Wealth Management
INCREASED
Shares64,321 from 53,152
Change+11,169 (+21%)
Value$4.5M (+$680.4K)
Filed 2026-10-22
Caldwell Trust Co
INCREASED
Shares64,159 from 60,458
Change+3,701 (+6%)
Value$4.5M (+$147.5K)
Filed 2026-10-30
Ascent Wealth Partners, LLC
INCREASED
Shares63,681 from 62,486
Change+1,195 (+2%)
Value$4.4M (-$30.6K)
Filed 2026-10-23
Segment Wealth Management, LLC
INCREASED
Shares63,001 from 56,657
Change+6,344 (+11%)
Value$4.4M (+$338.3K)
Filed 2026-10-26
Sava Infond d.o.o.
UNCHANGED
Shares62,780 from 62,780
Change0 (0%)
Value$4.4M (-$114.3K)
Filed 2026-10-28
Sloy Dahl & Holst, LLC
DECREASED
Shares62,370 from 63,094
Change-724 (-1%)
Value$4.3M (-$165.2K)
Filed 2026-10-14
CFM Wealth Partners LLC
DECREASED
Shares62,064 from 62,563
Change-499 (-1%)
Value$4.3M (-$148.6K)
Filed 2026-11-05
CenterBook Partners LP
DECREASED
Shares61,628 from 355,147
Change-293,519 (-83%)
Value$4.3M (-$21.1M)
Filed 2026-11-02
Bell Asset Management Ltd
DECREASED
Shares60,716 from 77,688
Change-16,972 (-22%)
Value$4.2M (-$1.3M)
Filed 2026-10-08
Perennial Advisors, LLC
DECREASED
Shares60,525 from 70,074
Change-9,549 (-14%)
Value$4.2M (-$792.0K)
Filed 2026-10-13
Trifecta Capital Advisors, LLC
INCREASED
Shares60,258 from 58,922
Change+1,336 (+2%)
Value$4.2M (-$14.3K)
Filed 2026-10-21
Nvwm, LLC
INCREASED
Shares59,915 from 58,963
Change+952 (+2%)
Value$4.2M (-$41.1K)
Filed 2026-10-14
Fagan Associates, Inc.
INCREASED
Shares59,675 from 58,450
Change+1,225 (+2%)
Value$4.2M (-$21.1K)
Filed 2026-10-13
Smith Salley Wealth Management
INCREASED
Shares59,635 from 58,409
Change+1,226 (+2%)
Value$4.1M (-$21.0K)
Filed 2026-11-03
Cyndeo Wealth Partners, LLC
INCREASED
Shares58,958 from 50,394
Change+8,564 (+17%)
Value$4.1M (+$504.2K)
Filed 2026-10-16
Quantum Private Wealth, LLC
DECREASED
Shares58,860 from 68,840
Change-9,980 (-14%)
Value$4.1M (-$819.7K)
Filed 2026-10-20
Stenger Family Office, LLC
DECREASED
Shares58,703 from 74,126
Change-15,423 (-21%)
Value$4.1M (-$1.2M)
Filed 2026-10-22
Cullen Investment Group, Ltd.
NEW
Shares58,695
Change+58,695
Value$4.1M
Filed 2026-10-13
Integrated Advisors Network LLC
INCREASED
Shares58,683 from 52,393
Change+6,290 (+12%)
Value$4.1M (+$342.3K)
Filed 2026-10-20
Patten & Patten Inc
INCREASED
Shares58,202 from 47,084
Change+11,118 (+24%)
Value$4.0M (+$687.9K)
Filed 2026-10-26
Farmers & Merchants Investments Inc
INCREASED
Shares58,100 from 57,728
Change+372 (+1%)
Value$4.0M (-$79.2K)
Filed 2026-10-22
JLB & Associates Inc
DECREASED
Shares57,894 from 58,274
Change-380 (-1%)
Value$4.1M (-$27.1K)
Filed 2026-10-27
Hager Investment Management Services, LLC
DECREASED
Shares57,702 from 57,948
Change-246 (0%)
Value$4.0M (-$122.6K)
Filed 2026-11-04
Nilsine Partners, LLC
DECREASED
Shares57,137 from 138,081
Change-80,944 (-59%)
Value$4.0M (-$5.9M)
Filed 2026-11-02
Orange Investment Advisors, Inc.
INCREASED
Shares57,081 from 45,804
Change+11,277 (+25%)
Value$4.0M (+$701.3K)
Filed 2026-10-23
Partners Wealth Management, LLC
NEW
Shares56,957
Change+56,957
Value$4.0M
Filed 2026-10-28
Global Wealth Management Investment Advisory, Inc.
INCREASED
Shares56,389 from 45,738
Change+10,651 (+23%)
Value$3.9M (+$657.9K)
Filed 2026-11-04
Crystal Rock Capital Management
INCREASED
Shares56,375 from 34,250
Change+22,125 (+65%)
Value$3.9M (+$1.5M)
Filed 2026-10-28
Greater Midwest Financial Group, LLC
INCREASED
Shares55,915 from 54,998
Change+917 (+2%)
Value$3.9M (-$36.3K)
Filed 2026-10-13
AGF Management LTD
DECREASED
Shares55,909 from 57,294
Change-1,385 (-2%)
Value$3.9M (-$200.6K)
Filed 2026-11-03
Robertson Stephens Wealth Management, LLC
INCREASED
Shares55,739 from 53,596
Change+2,143 (+4%)
Value$3.9M (+$51.6K)
Filed 2026-10-16
Bfsg, LLC
DECREASED
Shares55,620 from 59,231
Change-3,611 (-6%)
Value$3.9M (-$359.1K)
Filed 2026-10-30
Trust Co of Toledo NA
DECREASED
Shares55,246 from 57,700
Change-2,454 (-4%)
Value$3.8M (-$275.8K)
Filed 2026-10-16
Rakuten Securities, Inc.
INCREASED
Shares54,808 from 53,401
Change+1,407 (+3%)
Value$3.8M (+$710)
Filed 2026-11-02
SAX Wealth Advisors, LLC
INCREASED
Shares54,371 from 34,523
Change+19,848 (+57%)
Value$3.8M (+$463.7K)
Filed 2026-10-13
CoreCap Advisors, LLC
DECREASED
Shares54,175 from 77,559
Change-23,384 (-30%)
Value$3.8M (-$1.8M)
Filed 2026-10-08
WealthPlan Investment Management, LLC
DECREASED
Shares53,760 from 56,171
Change-2,411 (-4%)
Value$3.7M (-$270.0K)
Filed 2026-10-15
Kurv Investment Management LLC
INCREASED
Shares53,708 from 49,300
Change+4,408 (+9%)
Value$3.7M (+$217.0K)
Filed 2026-10-28
Oarsman Capital, Inc.
INCREASED
Shares53,699 from 52,326
Change+1,373 (+3%)
Value$3.7M (+$300)
Filed 2026-11-05
Valicenti Advisory Services Inc
INCREASED
Shares53,582 from 51,675
Change+1,907 (+4%)
Value$3.7K (+$38)
Filed 2026-10-23
Ascentis Independent Advisors
INCREASED
Shares53,320 from 40
Change+53,280 (+133200%)
Value$3.7M (+$3.7M)
Filed 2026-11-03
Moody National Bank Trust Division
INCREASED
Shares53,264 from 33,466
Change+19,798 (+59%)
Value$3.7M (+$1.3M)
Filed 2026-10-06
Anderson Hoagland & Co
NEW
Shares53,164
Change+53,164
Value$3.6M
Filed 2026-10-23
Pegasus Asset Management, Inc.
INCREASED
Shares52,980 from 51,244
Change+1,736 (+3%)
Value$3.7M (+$27.5K)
Filed 2026-11-03
Old National Bancorp
DECREASED
Shares52,771 from 80,996
Change-28,225 (-35%)
Value$3.7M (-$2.1M)
Filed 2026-10-20
Nautilus Advisors LLC
INCREASED
Shares52,749 from 51,636
Change+1,113 (+2%)
Value$3.7M (-$118.3K)
Filed 2026-10-07
Crestwood Advisors Group, LLC
INCREASED
Shares52,576 from 47,291
Change+5,285 (+11%)
Value$3.7M (+$281.7K)
Filed 2026-10-27
Linden Thomas Advisory Services, LLC
DECREASED
Shares52,344 from 65,506
Change-13,162 (-20%)
Value$3.6M (-$1.0M)
Filed 2026-10-19
First Nebraska Trust Co
INCREASED
Shares52,285 from 11,020
Change+41,265 (+374%)
Value$3.6M (+$2.9M)
Filed 2026-10-30
Fulcrum Asset Management LLP
INCREASED
Shares51,818 from 21,450
Change+30,368 (+142%)
Value$3.6M (+$2.1M)
Filed 2026-11-04
Nightview Capital, LLC
DECREASED
Shares51,483 from 68,042
Change-16,559 (-24%)
Value$3.6M (-$1.3M)
Filed 2026-10-20
Asset Advisors Investment Management, LLC
DECREASED
Shares51,209 from 51,554
Change-345 (-1%)
Value$3.6M (-$117.8K)
Filed 2026-10-19
Helios Capital Management Pte. LTD
UNCHANGED
Shares51,000 from 51,000
Change0 (0%)
Value$3.5M (-$92.8K)
Filed 2026-10-14
Simplex Trading, LLC
NEW
Shares50,429
Change+50,429
Value$3.5M
Filed 2026-11-04
Americana Partners, LLC
INCREASED
Shares50,306 from 45,790
Change+4,516 (+10%)
Value$3.5M (+$230.9K)
Filed 2026-10-28
Cohen Klingenstein LLC
UNCHANGED
Shares50,000 from 50,000
Change0 (0%)
Value$3.5M (-$91.0K)
Filed 2026-10-15
Cypress Capital Group
INCREASED
Shares49,967 from 48,093
Change+1,874 (+4%)
Value$3.5M (+$42.9K)
Filed 2026-11-03
Pecaut & Co.
NEW
Shares49,771
Change+49,771
Value$3.5M
Filed 2026-10-27
Portfolio Design Labs, LLC
DECREASED
Shares49,728 from 50,030
Change-302 (-1%)
Value$3.5M (-$112.1K)
Filed 2026-11-04
Vertrix Wealth Management, LLC
INCREASED
Shares49,426 from 12,582
Change+36,844 (+293%)
Value$3.4M (+$2.5M)
Filed 2026-10-13
Highland Capital Management, LLC
INCREASED
Shares49,043 from 38,595
Change+10,448 (+27%)
Value$3.4M (+$656.7K)
Filed 2026-10-26
CV Advisors LLC
DECREASED
Shares48,671 from 57,550
Change-8,879 (-15%)
Value$3.4M (-$722.5K)
Filed 2026-10-13
Burney Co/
DECREASED
Shares48,624 from 61,231
Change-12,607 (-21%)
Value$3.4M (-$988.6K)
Filed 2026-10-15
Tounjian Advisory Partners, LLC
DECREASED
Shares48,371 from 50,112
Change-1,741 (-3%)
Value$3.4M (-$212.3K)
Filed 2026-11-04
Resonant Capital Advisors, LLC
INCREASED
Shares48,188 from 28,757
Change+19,431 (+68%)
Value$3.4M (+$1.3M)
Filed 2026-10-15
BAR Harbor Wealth Management
INCREASED
Shares48,078 from 45,913
Change+2,165 (+5%)
Value$3.3M (+$67.1K)
Filed 2026-10-21
Central Trust Co
DECREASED
Shares48,026 from 48,971
Change-945 (-2%)
Value$3.3M (-$154.9K)
Filed 2026-11-05
Bell & Brown Wealth Advisors, LLC
INCREASED
Shares47,809 from 45,597
Change+2,212 (+5%)
Value$3.3M (+$70.9K)
Filed 2026-10-16
Greenwood Gearhart LLC
DECREASED
Shares47,725 from 89,891
Change-42,166 (-47%)
Value$3.3M (-$3.1M)
Filed 2026-11-02
Jamison Private Wealth Management, Inc.
NEW
Shares47,641
Change+47,641
Value$3.3M
Filed 2026-10-14
Legacy Private Trust Co.
INCREASED
Shares47,609 from 45,337
Change+2,272 (+5%)
Value$3.3M (+$75.6K)
Filed 2026-10-06
Montag A & Associates Inc
DECREASED
Shares47,521 from 48,199
Change-678 (-1%)
Value$3.3M (-$134.9K)
Filed 2026-10-29
Trust Asset Management LLC
UNCHANGED
Shares47,324 from 47,324
Change0 (0%)
Value$3.3M (-$86.1K)
Filed 2026-11-03
WD Rutherford LLC
DECREASED
Shares47,229 from 48,840
Change-1,611 (-3%)
Value$3.3M (-$201.0K)
Filed 2026-10-26
Krilogy Financial LLC
INCREASED
Shares47,157 from 34,554
Change+12,603 (+36%)
Value$3.3M (+$862.6K)
Filed 2026-10-13
Marathon Wealth Advisors LLC
INCREASED
Shares46,855 from 44,269
Change+2,586 (+6%)
Value$3.3M (+$99.4K)
Filed 2026-11-04
Piar LLC
DECREASED
Shares46,562 from 55,009
Change-8,447 (-15%)
Value$3.2M (-$687.9K)
Filed 2026-10-21
Aaron Wealth Advisors LLC
INCREASED
Shares46,491 from 40,784
Change+5,707 (+14%)
Value$3.2M (+$322.9K)
Filed 2026-10-13
Eagle Bluffs Wealth Management LLC
INCREASED
Shares46,367 from 43,388
Change+2,979 (+7%)
Value$3.2M (+$128.3K)
Filed 2026-10-20
Harel Insurance Investments & Financial Services Ltd.
INCREASED
Shares46,351 from 27,055
Change+19,296 (+71%)
Value$3.2K (-$1.9M)
Filed 2026-11-02
Sagespring Wealth Partners, LLC
DECREASED
Shares46,031 from 46,766
Change-735 (-2%)
Value$3.2M (-$136.2K)
Filed 2026-10-22
Nemes Rush Group LLC
INCREASED
Shares45,714 from 45,306
Change+408 (+1%)
Value$3.2M (-$54.1K)
Filed 2026-11-04
Turtle Creek Wealth Advisors, LLC
INCREASED
Shares45,550 from 37,665
Change+7,885 (+21%)
Value$3.2M (+$477.3K)
Filed 2026-10-15
Meiji Yasuda America Inc
INCREASED
Shares45,224 from 36,442
Change+8,782 (+24%)
Value$3.1M (+$544.7K)
Filed 2026-10-22
Clean Yield Group
INCREASED
Shares45,183 from 44,837
Change+346 (+1%)
Value$3.1M (-$57.5K)
Filed 2026-10-28
NBT Bank, N.A.
INCREASED
Shares45,044 from 42,491
Change+2,553 (+6%)
Value$3.1M (+$100.3K)
Filed 2026-10-21
Smithbridge Asset Management Inc
DECREASED
Shares45,009 from 45,023
Change-14 (0%)
Value$3.1M (-$82.9K)
Filed 2026-10-19
Summit Place Financial Advisors, LLC
DECREASED
Shares44,945 from 47,855
Change-2,910 (-6%)
Value$3.1M (-$289.6K)
Filed 2026-10-23
AXS Investments LLC
INCREASED
Shares44,717 from 43,598
Change+1,119 (+3%)
Value$3.1M (-$1.5K)
Filed 2026-11-04
Indivisible Partners
INCREASED
Shares44,691 from 20,214
Change+24,477 (+121%)
Value$3.1M (+$1.7M)
Filed 2026-10-26
MassMutual Private Wealth & Trust, FSB
INCREASED
Shares44,626 from 42,911
Change+1,715 (+4%)
Value$3.1M (+$41.2K)
Filed 2026-10-05
Simon Quick Advisors, LLC
INCREASED
Shares44,135 from 26,700
Change+17,435 (+65%)
Value$3.1M (+$1.2M)
Filed 2026-10-26
Hudson Canyon Capital Management
INCREASED
Shares44,128 from 41,320
Change+2,808 (+7%)
Value$3.1M (+$120.2K)
Filed 2026-11-04
First Merchants Corp
DECREASED
Shares43,919 from 44,091
Change-172 (0%)
Value$3.1M (-$92.2K)
Filed 2026-10-15
Covenant Asset Management, LLC
DECREASED
Shares43,610 from 100,645
Change-57,035 (-57%)
Value$3.0M (-$4.2M)
Filed 2026-10-14
Cornerstone Wealth Management, LLC
DECREASED
Shares43,301 from 44,611
Change-1,310 (-3%)
Value$3.0M (-$172.3K)
Filed 2026-11-04
Brown, Lisle Ings, Inc.
DECREASED
Shares42,863 from 43,963
Change-1,100 (-2%)
Value$3.0M (-$156.6K)
Filed 2026-10-16
Perryman Financial Advisory Inc
DECREASED
Shares42,851 from 49,427
Change-6,576 (-13%)
Value$3.0M (-$547.5K)
Filed 2026-10-16
Kieckhefer Group LLC
DECREASED
Shares42,550 from 59,050
Change-16,500 (-28%)
Value$3.0M (-$1.3M)
Filed 2026-10-13
Ashurst Perkins Coie Trust Co
INCREASED
Shares42,529 from 23,306
Change+19,223 (+82%)
Value$3.0M (+$1.3M)
Filed 2026-10-15
Inscription Capital, LLC
DECREASED
Shares42,462 from 55,217
Change-12,755 (-23%)
Value$3.0M (-$988.0K)
Filed 2026-11-02
Wolverine Asset Management LLC
DECREASED
Shares42,387 from 51,336
Change-8,949 (-17%)
Value$2.9M (-$716.1K)
Filed 2026-11-02
Kintegral Advisory, LLC
INCREASED
Shares42,293 from 42,054
Change+239 (+1%)
Value$2.9M (-$59.9K)
Filed 2026-10-16
Lebenthal Global Advisors, LLC
INCREASED
Shares42,195 from 32,232
Change+9,963 (+31%)
Value$2.9M (+$634.6K)
Filed 2026-10-28
Sun Group Wealth Partners
DECREASED
Shares41,902 from 45,042
Change-3,140 (-7%)
Value$2.9M (-$300.5K)
Filed 2026-10-26
Poehling Capital Management, Inc.
INCREASED
Shares41,886 from 40,343
Change+1,543 (+4%)
Value$2.9M (+$33.9K)
Filed 2026-10-20
Principle Wealth Partners LLC
INCREASED
Shares41,757 from 40,384
Change+1,373 (+3%)
Value$2.9M (+$22.1K)
Filed 2026-11-02
Northern Financial Advisors Inc
INCREASED
Shares41,734 from 41,227
Change+507 (+1%)
Value$2.9M (-$39.8K)
Filed 2026-10-29
Fortem Financial Group, LLC
INCREASED
Shares41,636 from 41,516
Change+120 (+0%)
Value$2.9M (-$67.2K)
Filed 2026-10-20
Del-Sette Capital Management, LLC
INCREASED
Shares41,626 from 3,171
Change+38,455 (+1213%)
Value$2.9M (+$2.7M)
Filed 2026-10-23
Williams Jones Wealth Management, Llc.
INCREASED
Shares41,406 from 41,146
Change+260 (+1%)
Value$2.9M (-$56.8K)
Filed 2026-11-05
Walter Public Investments Inc.
NEW
Shares41,320
Change+41,320
Value$2.9M
Filed 2026-11-05
Avestar Capital, LLC
DECREASED
Shares41,165 from 57,504
Change-16,339 (-28%)
Value$2.9M (-$1.2M)
Filed 2026-10-28
Kercheville Advisors, LLC
DECREASED
Shares41,006 from 57,786
Change-16,780 (-29%)
Value$2.9M (-$1.3M)
Filed 2026-10-19
Granite Islands Private Wealth, LLC
INCREASED
Shares40,930 from 40,360
Change+570 (+1%)
Value$2.8M (-$31.9K)
Filed 2026-10-16
AlphaStar Capital Management, LLC
INCREASED
Shares40,915 from 34,099
Change+6,816 (+20%)
Value$2.8M (+$412.2K)
Filed 2026-10-16
Wespac Advisors SoCal, LLC
DECREASED
Shares40,808 from 41,339
Change-531 (-1%)
Value$2.8M (-$112.2K)
Filed 2026-10-13
Cornerstone Planning, LLC
INCREASED
Shares40,289 from 39,955
Change+334 (+1%)
Value$2.9M (+$3.0K)
Filed 2026-10-27
Ashton Thomas Securities, LLC
INCREASED
Shares40,206 from 38,756
Change+1,450 (+4%)
Value$2.8M (+$44.2K)
Filed 2026-10-26
Intesa Sanpaolo Wealth Management
INCREASED
Shares40,132 from 34,152
Change+5,980 (+18%)
Value$2.8M (+$353.9K)
Filed 2026-10-28
M Holdings Securities, Inc.
INCREASED
Shares40,033 from 39,131
Change+902 (+2%)
Value$2.5K (-$381)
Filed 2026-11-03
Mount Vernon Associates Inc
DECREASED
Shares39,950 from 40,300
Change-350 (-1%)
Value$2.8K (-$2.9M)
Filed 2026-10-26
Provenance Wealth Advisors, LLC
INCREASED
Shares39,694 from 3,380
Change+36,314 (+1074%)
Value$2.8M (+$2.5M)
Filed 2026-10-30
Baldwin Wealth Partners LLC
INCREASED
Shares39,629 from 39,592
Change+37 (+0%)
Value$2.8M (-$69.5K)
Filed 2026-10-13
Stablepoint Partners, LLC
INCREASED
Shares39,240 from 34,517
Change+4,723 (+14%)
Value$2.7M (+$265.8K)
Filed 2026-11-03
Lockheed Martin Investment Management Co
DECREASED
Shares39,160 from 56,960
Change-17,800 (-31%)
Value$2.7M (-$1.3M)
Filed 2026-11-04
Integrity Alliance, Llc.
DECREASED
Shares39,067 from 40,508
Change-1,441 (-4%)
Value$2.7M (-$174.0K)
Filed 2026-10-29
Cigna Investments Inc
DECREASED
Shares38,840 from 39,719
Change-879 (-2%)
Value$2.7K (-$2.8M)
Filed 2026-10-19
Avior Wealth Management, LLC
DECREASED
Shares38,819 from 47,983
Change-9,164 (-19%)
Value$2.7M (-$725.0K)
Filed 2026-10-13
Peak Financial Advisors LLC
INCREASED
Shares38,786 from 37,751
Change+1,035 (+3%)
Value$2.7M (+$3.3K)
Filed 2026-10-28
Wealth Enhancement Trust Services, Inc.
INCREASED
Shares38,583 from 36,836
Change+1,747 (+5%)
Value$2.7M (+$54.5K)
Filed 2026-10-07
Columbia Asset Management
INCREASED
Shares38,398 from 36,798
Change+1,600 (+4%)
Value$2.7M (+$44.4K)
Filed 2026-10-19
Capital Investment Counsel, LLC
DECREASED
Shares38,378 from 39,154
Change-776 (-2%)
Value$2.7M (-$125.3K)
Filed 2026-10-14
Tobam
DECREASED
Shares38,345 from 44,710
Change-6,365 (-14%)
Value$2.7K (-$3.2M)
Filed 2026-11-03
Polaris Financial Partners
NEW
Shares38,152
Change+38,152
Value$2.7K
Filed 2026-10-02
WealthBridge Investment Counsel Inc.
INCREASED
Shares37,940 from 33,200
Change+4,740 (+14%)
Value$2.6K (+$270)
Filed 2026-10-13
BNC Wealth Management, LLC
INCREASED
Shares37,823 from 27,277
Change+10,546 (+39%)
Value$2.6M (+$684.1K)
Filed 2026-10-19
Old Second National Bank of Aurora
DECREASED
Shares37,339 from 37,506
Change-167 (0%)
Value$2.6M (-$79.9K)
Filed 2026-10-22
Xcel Wealth Management, LLC
DECREASED
Shares37,295 from 40,006
Change-2,711 (-7%)
Value$2.6M (-$261.4K)
Filed 2026-10-26
Premier Path Wealth Partners, LLC
DECREASED
Shares37,240 from 39,145
Change-1,905 (-5%)
Value$2.6M (-$203.8K)
Filed 2026-10-16
StoneX Group Inc.
DECREASED
Shares37,191 from 54,613
Change-17,422 (-32%)
Value$2.6M (-$1.5M)
Filed 2026-11-03
Laurel Wealth Advisors LLC
INCREASED
Shares36,833 from 35,750
Change+1,083 (+3%)
Value$2.6M (+$10.3K)
Filed 2026-10-27
HCR Wealth Advisors
DECREASED
Shares36,669 from 37,758
Change-1,089 (-3%)
Value$2.6M (-$144.5K)
Filed 2026-10-15
Investment Research & Advisory Group, Inc.
DECREASED
Shares36,458 from 37,721
Change-1,263 (-3%)
Value$2.5M (-$155.9K)
Filed 2026-10-19
Solidarity Wealth, LLC
NEW
Shares36,414
Change+36,414
Value$2.5M
Filed 2026-10-15
AK Global Asset Management, LLC
DECREASED
Shares36,335 from 36,785
Change-450 (-1%)
Value$2.5M (-$98.3K)
Filed 2026-10-27
CWA Asset Management Group, LLC
DECREASED
Shares36,141 from 36,447
Change-306 (-1%)
Value$2.5M (-$87.6K)
Filed 2026-10-19
Mattern Capital Management, LLC
INCREASED
Shares35,815 from 29,936
Change+5,879 (+20%)
Value$2.5M (+$354.6K)
Filed 2026-11-02
Davidson Capital Management Inc.
INCREASED
Shares35,812 from 34,264
Change+1,548 (+5%)
Value$2.5M (+$45.3K)
Filed 2026-10-15
Gryphon Financial Partners LLC
INCREASED
Shares35,803 from 34,600
Change+1,203 (+3%)
Value$2.5M (+$20.7K)
Filed 2026-11-04
Guyasuta Investment Advisors Inc
DECREASED
Shares35,760 from 207,053
Change-171,293 (-83%)
Value$2.5M (-$12.3M)
Filed 2026-10-15
Hilltop National Bank
DECREASED
Shares35,737 from 35,953
Change-216 (-1%)
Value$2.5M (-$80.5K)
Filed 2026-10-14
SP Asset Management LLC
DECREASED
Shares35,734 from 35,787
Change-53 (0%)
Value$2.5M (-$68.8K)
Filed 2026-11-05
Stackstone Wealth, LLC
NEW
Shares35,730
Change+35,730
Value$2.5M
Filed 2026-10-19
Townsend Asset Management Corp
INCREASED
Shares35,528 from 29,808
Change+5,720 (+19%)
Value$2.5M (+$343.7K)
Filed 2026-10-29
United Asset Strategies, Inc.
INCREASED
Shares35,333 from 31,828
Change+3,505 (+11%)
Value$2.5M (+$186.0K)
Filed 2026-10-28
Regatta Capital Group, LLC
INCREASED
Shares35,264 from 31,774
Change+3,490 (+11%)
Value$2.5M (+$185.0K)
Filed 2026-10-23
West Branch Capital LLC
INCREASED
Shares35,100 from 33,421
Change+1,679 (+5%)
Value$2.4M (+$56.0K)
Filed 2026-10-20
Excalibur Management Corp
INCREASED
Shares35,062 from 33,621
Change+1,441 (+4%)
Value$2.4M (+$39.1K)
Filed 2026-11-02
Retirement Guys Formula LLC
INCREASED
Shares34,756 from 29,619
Change+5,137 (+17%)
Value$2.4M (+$303.5K)
Filed 2026-10-26
Financiere des Professionnels - Fonds d'investissement inc.
DECREASED
Shares34,687 from 74,805
Change-40,118 (-54%)
Value$2.4M (-$2.9M)
Filed 2026-11-03
Apella Capital, LLC
INCREASED
Shares34,674 from 22,395
Change+12,279 (+55%)
Value$2.4M (+$710.7K)
Filed 2026-10-08
Everhart Financial Group, Inc.
DECREASED
Shares34,622 from 36,467
Change-1,845 (-5%)
Value$2.4M (-$194.7K)
Filed 2026-10-08
Royal Fund Management, LLC
INCREASED
Shares34,593 from 34,065
Change+528 (+2%)
Value$2.4M (-$25.3K)
Filed 2026-10-22
Boomfish Wealth Group, LLC
INCREASED
Shares34,547 from 18,037
Change+16,510 (+92%)
Value$2.4M (+$1.1M)
Filed 2026-10-22
Lazard Freres Gestion S.A.S.
UNCHANGED
Shares34,500 from 34,500
Change0 (0%)
Value$2.4K (-$2.5M)
Filed 2026-11-03
Parr Mcknight Wealth Management Group, LLC
NEW
Shares34,349
Change+34,349
Value$2.4M
Filed 2026-10-30
Legal Advantage Investments, Inc.
UNCHANGED
Shares34,316 from 34,316
Change0 (0%)
Value$2.4M (-$62.5K)
Filed 2026-10-13
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED
Shares34,290 from 35,730
Change-1,440 (-4%)
Value$2.4M (-$165.2K)
Filed 2026-10-23
Werlinich Asset Management, LLC
UNCHANGED
Shares34,150 from 34,150
Change0 (0%)
Value$2.4M (-$62.2K)
Filed 2026-10-09
Cohen Capital Management, Inc.
INCREASED
Shares34,085 from 24,410
Change+9,675 (+40%)
Value$2.4M (+$628.8K)
Filed 2026-10-14
Central Bank & Trust Co
INCREASED
Shares34,055 from 33,470
Change+585 (+2%)
Value$2.4M (-$20.2K)
Filed 2026-10-09
Weaver Capital Management LLC
DECREASED
Shares33,896 from 41,866
Change-7,970 (-19%)
Value$2.4M (-$1.7M)
Filed 2026-10-15
Quadcap Wealth Management, LLC
DECREASED
Shares33,886 from 37,039
Change-3,153 (-9%)
Value$2.4M (-$274.5K)
Filed 2026-11-02
Acumen Wealth Advisors, LLC
INCREASED
Shares33,439 from 25,484
Change+7,955 (+31%)
Value$2.3M (+$507.1K)
Filed 2026-11-05
Harrell Investment Partners, LLC
DECREASED
Shares33,225 from 34,414
Change-1,189 (-3%)
Value$2.3M (-$145.4K)
Filed 2026-10-15
Middleton & Co Inc
INCREASED
Shares33,203 from 5,149
Change+28,054 (+545%)
Value$2.3M (+$1.9M)
Filed 2026-10-23
Juno Financial Group LLC
INCREASED
Shares33,145 from 31,520
Change+1,625 (+5%)
Value$2.3M (+$55.7K)
Filed 2026-10-27
RPG Investment Advisory, LLC
DECREASED
Shares33,107 from 54,312
Change-21,205 (-39%)
Value$2.3M (-$1.6M)
Filed 2026-10-21
Corps Capital Advisors, LLC
UNCHANGED
Shares33,098 from 33,098
Change0 (0%)
Value$2.3M (-$60.2K)
Filed 2026-11-05
Sendero Wealth Management, LLC
DECREASED
Shares32,604 from 42,594
Change-9,990 (-23%)
Value$2.3M (-$772.6K)
Filed 2026-10-14
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares32,564 from 32,157
Change+407 (+1%)
Value$2.3M (-$30.2K)
Filed 2026-10-23
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares32,437 from 31,831
Change+606 (+2%)
Value$2.3M (-$15.8K)
Filed 2026-10-13
Central Pacific Bank - Trust Division
INCREASED
Shares32,316 from 31,776
Change+540 (+2%)
Value$2.2M (-$20.3K)
Filed 2026-10-06
Altman Advisors, Inc.
INCREASED
Shares32,211 from 31,628
Change+583 (+2%)
Value$2.2M (-$17.0K)
Filed 2026-11-05
Wealthcare Advisory Partners LLC
INCREASED
Shares32,053 from 31,930
Change+123 (+0%)
Value$2.2M (-$49.6K)
Filed 2026-10-21
Formidable Asset Management, LLC
INCREASED
Shares31,951 from 22,770
Change+9,181 (+40%)
Value$2.3M (+$92.0K)
Filed 2026-11-03
Keeler Thomas Management LLC
DECREASED
Shares31,774 from 44,918
Change-13,144 (-29%)
Value$2.2M (-$996.3K)
Filed 2026-10-29
Verdence Capital Advisors LLC
INCREASED
Shares31,761 from 30,317
Change+1,444 (+5%)
Value$2.2M (+$45.4K)
Filed 2026-10-26
Hartford Financial Management Inc.
INCREASED
Shares31,644 from 29,747
Change+1,897 (+6%)
Value$2.2M (+$77.9K)
Filed 2026-10-21
TD Private Client Wealth LLC
DECREASED
Shares31,445 from 37,836
Change-6,391 (-17%)
Value$2.2M (-$513.5K)
Filed 2026-10-28
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares31,242 from 21,582
Change+9,660 (+45%)
Value$2.2M (+$632.9K)
Filed 2026-10-14
Sippican Capital Advisors
INCREASED
Shares31,238 from 12,929
Change+18,309 (+142%)
Value$2.2M (+$1.3M)
Filed 2026-10-23
Integris Wealth Management, LLC
DECREASED
Shares31,179 from 31,378
Change-199 (-1%)
Value$2.2M (-$71.0K)
Filed 2026-10-14
Facet Wealth, Inc.
DECREASED
Shares31,078 from 31,236
Change-158 (-1%)
Value$2.2M (-$67.8K)
Filed 2026-11-04
Vivid Wealth Management, LLC
DECREASED
Shares30,705 from 31,002
Change-297 (-1%)
Value$2.1M (-$77.1K)
Filed 2026-10-27
Baker Tilly Wealth Management, LLC
INCREASED
Shares30,656 from 30,020
Change+636 (+2%)
Value$2.1M (-$10.4K)
Filed 2026-10-05
Wealth Preservation Advisors, LLC
INCREASED
Shares30,586 from 30,068
Change+518 (+2%)
Value$2.1M (-$18.7K)
Filed 2026-11-05
Claro Advisors Inc.
INCREASED
Shares30,569 from 29,845
Change+724 (+2%)
Value$2.1M (-$3.9K)
Filed 2026-11-02
Waterway Wealth Management, LLC
DECREASED
Shares30,408 from 49,512
Change-19,104 (-39%)
Value$2.1M (-$1.4M)
Filed 2026-10-28
Trust Point Inc.
INCREASED
Shares30,367 from 21,480
Change+8,887 (+41%)
Value$2.1M (+$579.3K)
Filed 2026-10-27
Alta Advisers Ltd
INCREASED
Shares30,235 from 15,730
Change+14,505 (+92%)
Value$2.1M (+$980.6K)
Filed 2026-11-02
EPG Wealth Management LLC
INCREASED
Shares30,157 from 27,594
Change+2,563 (+9%)
Value$2.1M (+$128.1K)
Filed 2026-11-03
Mather Group, Llc.
DECREASED
Shares30,144 from 36,039
Change-5,895 (-16%)
Value$2.1M (-$475.8K)
Filed 2026-10-14
Able Financial Group, LLC
INCREASED
Shares30,027 from 26,859
Change+3,168 (+12%)
Value$2.1M (+$171.5K)
Filed 2026-10-14
Malaga Cove Capital, LLC
INCREASED
Shares29,366 from 26,323
Change+3,043 (+12%)
Value$2.0M (+$163.8K)
Filed 2026-10-23
Fairvoy Private Wealth, LLC
INCREASED
Shares29,347 from 13,460
Change+15,887 (+118%)
Value$2.0M (+$1.1M)
Filed 2026-10-19
Mirabaud & Cie SA
INCREASED
Shares29,341 from 24,946
Change+4,395 (+18%)
Value$2.0M (+$260.5K)
Filed 2026-10-27
Wright Investors Service Inc
INCREASED
Shares29,272 from 14,763
Change+14,509 (+98%)
Value$2.0M (+$982.7K)
Filed 2026-11-02
Lifestyle Asset Management, Inc.
INCREASED
Shares29,198 from 27,203
Change+1,995 (+7%)
Value$2.0M (+$89.3K)
Filed 2026-10-20
Ahara Advisors LLC
INCREASED
Shares29,044 from 13,608
Change+15,436 (+113%)
Value$2.0M (+$1.0M)
Filed 2026-10-29
Advisory Resource Group
INCREASED
Shares28,895 from 21,448
Change+7,447 (+35%)
Value$2.0M (+$479.1K)
Filed 2026-10-26
Salem Investment Counselors Inc
INCREASED
Shares28,866 from 28,526
Change+340 (+1%)
Value$2.0M (-$28.3K)
Filed 2026-10-13
Harbor Investment Advisory, LLC
INCREASED
Shares28,860 from 25,844
Change+3,016 (+12%)
Value$2.0M (+$162.8K)
Filed 2026-10-13
Univest Financial Corp
INCREASED
Shares28,855 from 27,978
Change+877 (+3%)
Value$2.0M (+$10.1K)
Filed 2026-11-05
Bell Bank
INCREASED
Shares28,800 from 22,023
Change+6,777 (+31%)
Value$2.0M (+$431.5K)
Filed 2026-10-21
Compass Financial Management LLC
DECREASED
Shares28,764 from 42,305
Change-13,541 (-32%)
Value$2.0M (-$1.1M)
Filed 2026-10-30
Realta Investment Advisors
INCREASED
Shares28,603 from 25,986
Change+2,617 (+10%)
Value$2.0M (+$134.8K)
Filed 2026-10-14
Founders Financial Securities LLC
INCREASED
Shares28,444 from 25,819
Change+2,625 (+10%)
Value$2.0M (+$135.7K)
Filed 2026-10-28
Focus Financial Network, Inc.
DECREASED
Shares28,332 from 29,770
Change-1,438 (-5%)
Value$2.0M (-$154.2K)
Filed 2026-10-14
LFG Wealth Partners, LLC
NEW
Shares28,263
Change+28,263
Value$2.0M
Filed 2026-10-28
Nations Financial Group Inc,
INCREASED
Shares28,212 from 9,762
Change+18,450 (+189%)
Value$2.0M (+$1.3M)
Filed 2026-11-05
Bank of Stockton
DECREASED
Shares28,150 from 28,714
Change-564 (-2%)
Value$2.0M (-$91.5K)
Filed 2026-10-20
Balboa Wealth Partners
DECREASED
Shares28,065 from 28,535
Change-470 (-2%)
Value$2.0M (-$84.6K)
Filed 2026-10-20
Cooper Financial Group
DECREASED
Shares27,974 from 30,389
Change-2,415 (-8%)
Value$1.9M (-$223.3K)
Filed 2026-10-07
Gables Capital Management Inc.
INCREASED
Shares27,820 from 27,440
Change+380 (+1%)
Value$1.9M (-$23.5K)
Filed 2026-11-04
PDS Planning, Inc
INCREASED
Shares27,677 from 24,172
Change+3,505 (+15%)
Value$1.9M (+$199.9K)
Filed 2026-11-03
Confluence Wealth Services, Inc.
DECREASED
Shares27,626 from 30,858
Change-3,232 (-10%)
Value$1.9M (-$281.0K)
Filed 2026-11-05
Alamar Capital Management, LLC
DECREASED
Shares27,625 from 28,280
Change-655 (-2%)
Value$1.9M (-$97.0K)
Filed 2026-11-02
Family Capital Trust Co
UNCHANGED
Shares27,617 from 27,617
Change0 (0%)
Value$1.9M (-$50.3K)
Filed 2026-10-22
Blume Capital Management, Inc.
INCREASED
Shares27,597 from 510
Change+27,087 (+5311%)
Value$1.9M (+$1.9M)
Filed 2026-10-26
Capital Investment Advisory Services, LLC
INCREASED
Shares27,507 from 25,677
Change+1,830 (+7%)
Value$1.9M (+$80.5K)
Filed 2026-10-30
Ebert Capital Management Inc.
DECREASED
Shares27,398 from 27,530
Change-132 (0%)
Value$1.9M (-$59.3K)
Filed 2026-10-08
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares27,327 from 37,999
Change-10,672 (-28%)
Value$1.9M (-$811.7K)
Filed 2026-10-27
SeaCrest Wealth Management, LLC
DECREASED
Shares27,115 from 32,398
Change-5,283 (-16%)
Value$1.9M (-$426.6K)
Filed 2026-10-21
Zullo Investment Group, Inc.
DECREASED
Shares27,064 from 27,456
Change-392 (-1%)
Value$1.9M (-$77.2K)
Filed 2026-10-20
CRA Financial Services, LLC
DECREASED
Shares27,002 from 28,414
Change-1,412 (-5%)
Value$1.9M (-$149.9K)
Filed 2026-10-16
DeDora Capital, Inc.
INCREASED
Shares26,829 from 26,595
Change+234 (+1%)
Value$1.9M (-$32.1K)
Filed 2026-10-26
Trust Co of Vermont
INCREASED
Shares26,809 from 22,877
Change+3,932 (+17%)
Value$1.9M (+$232.0K)
Filed 2026-10-21
Koshinski Asset Management, Inc.
DECREASED
Shares26,756 from 28,877
Change-2,121 (-7%)
Value$1.9M (-$200.1K)
Filed 2026-10-29
Summit Global Investments
INCREASED
Shares26,737 from 17,587
Change+9,150 (+52%)
Value$1.9K (-$1.3M)
Filed 2026-10-28
Aprio Wealth Management, LLC
INCREASED
Shares26,701 from 26,174
Change+527 (+2%)
Value$1.9M (-$11.0K)
Filed 2026-10-28
Globalt Investments LLC / GA
DECREASED
Shares26,695 from 28,803
Change-2,108 (-7%)
Value$1.9M (-$199.1K)
Filed 2026-10-27
Grant Private Wealth Management Inc
DECREASED
Shares26,640 from 36,716
Change-10,076 (-27%)
Value$1.9M (-$767.9K)
Filed 2026-10-19
Certuity, LLC
DECREASED
Shares26,532 from 30,547
Change-4,015 (-13%)
Value$1.9M (-$337.7K)
Filed 2026-11-02
Grove Bank & Trust
DECREASED
Shares26,524 from 30,063
Change-3,539 (-12%)
Value$1.8M (-$301.0K)
Filed 2026-10-08
Edgemoor Investment Advisors, Inc.
INCREASED
Shares26,505 from 24,777
Change+1,728 (+7%)
Value$1.8M (+$75.1K)
Filed 2026-11-03
Semus Wealth Partners LLC
INCREASED
Shares26,409 from 23,908
Change+2,501 (+10%)
Value$1.8M (+$130.5K)
Filed 2026-10-22
Supplemental Annuity Collective Trust of NJ
DECREASED
Shares26,346 from 27,008
Change-662 (-2%)
Value$1.8M (-$95.2K)
Filed 2026-11-02
Argyle Capital Partners, LLC
INCREASED
Shares26,293 from 23,111
Change+3,182 (+14%)
Value$1.8M (+$179.3K)
Filed 2026-10-23
Clarus Wealth Advisors
NEW
Shares26,188
Change+26,188
Value$1.8M
Filed 2026-10-13
Cardinal Point Capital Management ULC
INCREASED
Shares26,006 from 22,565
Change+3,441 (+15%)
Value$1.8M (+$198.3K)
Filed 2026-10-21
Parnassus Investments, LLC
INCREASED
Shares25,841 from 24,236
Change+1,605 (+7%)
Value$1.8M (+$67.6K)
Filed 2026-10-22
Novem Group
INCREASED
Shares25,704 from 23,432
Change+2,272 (+10%)
Value$1.8M (+$115.4K)
Filed 2026-10-19
Avantax Planning Partners, Inc.
INCREASED
Shares25,692 from 21,611
Change+4,081 (+19%)
Value$1.8M (+$244.6K)
Filed 2026-11-03
Penobscot Investment Management Company, Inc.
INCREASED
Shares25,679 from 22,620
Change+3,059 (+14%)
Value$1.8M (+$171.7K)
Filed 2026-10-26
Beaumont Financial Advisors, LLC
INCREASED
Shares25,632 from 5,124
Change+20,508 (+400%)
Value$1.8M (+$1.4M)
Filed 2026-10-22
Verus Capital Partners, LLC
INCREASED
Shares25,627 from 24,656
Change+971 (+4%)
Value$1.8M (+$22.7K)
Filed 2026-11-03
Angeles Wealth Management, LLC
DECREASED
Shares25,585 from 28,633
Change-3,048 (-11%)
Value$1.8M (-$264.2K)
Filed 2026-10-26
HMS Capital Management, LLC
INCREASED
Shares25,571 from 24,796
Change+775 (+3%)
Value$1.8M (+$8.8K)
Filed 2026-10-20
Brady Martz Wealth Solutions, LLC
INCREASED
Shares25,503 from 24,270
Change+1,233 (+5%)
Value$1.8M (+$41.6K)
Filed 2026-11-05
HBW Advisory Services LLC
DECREASED
Shares25,473 from 26,502
Change-1,029 (-4%)
Value$1.8M (-$119.8K)
Filed 2026-10-15
DDD Partners, LLC
INCREASED
Shares25,457 from 6,841
Change+18,616 (+272%)
Value$1.8M (+$1.3M)
Filed 2026-11-02
Abundance Wealth Counselors
INCREASED
Shares25,318 from 25,146
Change+172 (+1%)
Value$1.8M (-$33.8K)
Filed 2026-10-26
Iowa State Bank
INCREASED
Shares25,302 from 24,506
Change+796 (+3%)
Value$1.8M (+$10.8K)
Filed 2026-10-06
Cohen Investment Advisors LLC
INCREASED
Shares25,293 from 22,636
Change+2,657 (+12%)
Value$1.8M (+$143.7K)
Filed 2026-10-20
Romano Brothers and Company
INCREASED
Shares25,191 from 24,206
Change+985 (+4%)
Value$1.8M (+$24.5K)
Filed 2026-10-22
GLR Partners, LLC
DECREASED
Shares25,111 from 25,932
Change-821 (-3%)
Value$1.7M (-$104.3K)
Filed 2026-11-04
CX Institutional
INCREASED
Shares25,098 from 23,290
Change+1,808 (+8%)
Value$1.7K (+$83)
Filed 2026-10-02
Curtis Advisory Group, LLC
DECREASED
Shares25,067 from 27,777
Change-2,710 (-10%)
Value$1.7M (-$239.1K)
Filed 2026-10-28
Alpha Family Trust
UNCHANGED
Shares25,050 from 25,050
Change0 (0%)
Value$1.8M ($0)
Filed 2026-11-04
Baer Investment Advisory LLC
INCREASED
Shares24,844 from 24,316
Change+528 (+2%)
Value$1.7M (-$75.4K)
Filed 2026-10-13
Rational Advisors, Inc.
DECREASED
Shares24,770 from 101,534
Change-76,764 (-76%)
Value$1.7M (-$5.5M)
Filed 2026-11-02
McAdam, LLC
INCREASED
Shares24,767 from 21,820
Change+2,947 (+14%)
Value$1.7M (+$165.3K)
Filed 2026-10-21
High Note Wealth, LLC
INCREASED
Shares24,742 from 24,108
Change+634 (+3%)
Value$1.7M (+$237)
Filed 2026-10-27
SeaBridge Investment Advisors LLC
DECREASED
Shares24,682 from 71,495
Change-46,813 (-65%)
Value$1.7M (-$3.4M)
Filed 2026-11-02
Brown Shipley& Co Ltd
INCREASED
Shares24,670 from 23,202
Change+1,468 (+6%)
Value$1.7M (+$59.9K)
Filed 2026-10-09
Hurley Capital, LLC
INCREASED
Shares24,656 from 2,419
Change+22,237 (+919%)
Value$1.7M (+$1.5M)
Filed 2026-11-05
Fearless Solutions, LLC dba Best Invest
DECREASED
Shares24,556 from 25,020
Change-464 (-2%)
Value$1.7M (-$77.8K)
Filed 2026-10-14
GPM Growth Investors, Inc.
DECREASED
Shares24,421 from 24,786
Change-365 (-1%)
Value$1.7M (-$70.5K)
Filed 2026-10-30
Fourpath Capital Management, LLC
DECREASED
Shares24,381 from 24,866
Change-485 (-2%)
Value$1.7M (-$79.0K)
Filed 2026-10-19
Root Financial Partners, LLC
INCREASED
Shares24,307 from 21,636
Change+2,671 (+12%)
Value$1.7M (+$146.5K)
Filed 2026-10-21
Moneco Advisors, LLC
DECREASED
Shares24,267 from 25,363
Change-1,096 (-4%)
Value$1.7M (-$122.5K)
Filed 2026-11-05
Ted Buchan & Co
INCREASED
Shares24,151 from 22,005
Change+2,146 (+10%)
Value$1.7M (+$109.3K)
Filed 2026-10-23
Tealwood Asset Management Inc
DECREASED
Shares24,123 from 24,558
Change-435 (-2%)
Value$1.7K (-$75)
Filed 2026-10-13
Rhodes Investment Advisors Inc
INCREASED
Shares24,067 from 13,344
Change+10,723 (+80%)
Value$1.7M (+$721.8K)
Filed 2026-10-07
Anchyra Partners LLC
INCREASED
Shares24,014 from 22,526
Change+1,488 (+7%)
Value$1.7M (+$62.5K)
Filed 2026-10-13
Accurate Wealth Management, LLC
DECREASED
Shares23,999 from 27,458
Change-3,459 (-13%)
Value$1.7M (-$325.0K)
Filed 2026-10-20
Y.D. More Investments Ltd
INCREASED
Shares23,898 from 20,674
Change+3,224 (+16%)
Value$1.7M (+$186.7K)
Filed 2026-11-02
180 Wealth Advisors, LLC
INCREASED
Shares23,779 from 23,105
Change+674 (+3%)
Value$1.7M (+$4.8K)
Filed 2026-11-03
Plimoth Trust Co LLC
INCREASED
Shares23,738 from 21,187
Change+2,551 (+12%)
Value$1.7M (+$138.9K)
Filed 2026-10-26
First Affirmative Financial Network
NEW
Shares23,652
Change+23,652
Value$1.6M
Filed 2026-10-21
WT Wealth Management
DECREASED
Shares23,524 from 25,925
Change-2,401 (-9%)
Value$1.6M (-$214.2K)
Filed 2026-10-13
Mainstream Capital Management LLC
INCREASED
Shares23,379 from 23,031
Change+348 (+2%)
Value$1.6M (-$17.7K)
Filed 2026-10-23
Congress Park Capital LLC
INCREASED
Shares23,335 from 20,545
Change+2,790 (+14%)
Value$1.6M (+$156.7K)
Filed 2026-10-13
Magnus Financial Group LLC
INCREASED
Shares23,308 from 22,018
Change+1,290 (+6%)
Value$1.6M (+$49.7K)
Filed 2026-10-21
Grandview Asset Management LLC
DECREASED
Shares23,252 from 28,799
Change-5,547 (-19%)
Value$1.6M (-$438.4K)
Filed 2026-10-19
Mccarter Private Wealth Services LLC
INCREASED
Shares23,141 from 22,388
Change+753 (+3%)
Value$1.6M (+$11.6K)
Filed 2026-10-22
First Business Financial Services, Inc.
INCREASED
Shares22,996 from 22,065
Change+931 (+4%)
Value$1.6M (+$24.6K)
Filed 2026-10-29
Whalen Wealth Management Inc.
INCREASED
Shares22,933 from 21,647
Change+1,286 (+6%)
Value$1.6M (+$50.1K)
Filed 2026-10-08
Spirit of America Management Corp
INCREASED
Shares22,850 from 22,450
Change+400 (+2%)
Value$1.6M (-$13.0K)
Filed 2026-10-14
Perpetual Ltd
DECREASED
Shares22,786 from 351,079
Change-328,293 (-94%)
Value$1.6M (-$23.5M)
Filed 2026-10-13
Private Wealth Partners, LLC
INCREASED
Shares22,703 from 11,189
Change+11,514 (+103%)
Value$1.6M (+$780.8K)
Filed 2026-10-22
Sheets Smith Wealth Management
INCREASED
Shares22,561 from 15,511
Change+7,050 (+45%)
Value$1.6M (+$462.3K)
Filed 2026-10-16
AMG National Trust Bank
DECREASED
Shares22,529 from 23,934
Change-1,405 (-6%)
Value$1.6M (-$141.3K)
Filed 2026-11-05
Insight Advisors, LLC/ PA
DECREASED
Shares22,525 from 23,730
Change-1,205 (-5%)
Value$1.6M (-$127.0K)
Filed 2026-10-22
Crumly & Associates Inc.
INCREASED
Shares22,515 from 20,983
Change+1,532 (+7%)
Value$1.6M (+$68.4K)
Filed 2026-10-07
Alchemi Wealth, LLC
DECREASED
Shares22,461 from 24,991
Change-2,530 (-10%)
Value$1.6M (-$221.5K)
Filed 2026-11-04
Meyer Handelman Co
DECREASED
Shares22,400 from 22,600
Change-200 (-1%)
Value$1.6M (-$55.0K)
Filed 2026-10-28
Argentarii, LLC
DECREASED
Shares22,391 from 22,655
Change-264 (-1%)
Value$1.6M (-$136.4K)
Filed 2026-10-28
Integrated Financial Solutions, Inc.
INCREASED
Shares22,280 from 20,820
Change+1,460 (+7%)
Value$1.6M (+$63.7K)
Filed 2026-10-09
Columbia Bank
INCREASED
Shares21,796 from 18,476
Change+3,320 (+18%)
Value$1.5M (+$197.4K)
Filed 2026-10-29
BIP Wealth, LLC
INCREASED
Shares21,763 from 20,759
Change+1,004 (+5%)
Value$1.5M (+$32.1K)
Filed 2026-10-22
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares21,758 from 21,758
Change0 (0%)
Value$1.6M ($0)
Filed 2026-11-03
Avidian Wealth Enterprises, LLC
DECREASED
Shares21,689 from 23,413
Change-1,724 (-7%)
Value$1.5M (-$162.6K)
Filed 2026-10-08
VCI Wealth Management LLC
DECREASED
Shares21,659 from 28,701
Change-7,042 (-25%)
Value$1.5M (-$542.2K)
Filed 2026-10-29
Dudley Capital Management, LLC
INCREASED
Shares21,615 from 19,865
Change+1,750 (+9%)
Value$1.5M (+$85.6K)
Filed 2026-10-23
Harfst & Associates, Inc.
INCREASED
Shares21,562 from 20,735
Change+827 (+4%)
Value$1.5M (+$19.8K)
Filed 2026-10-20
Eads & Heald Wealth Management
DECREASED
Shares21,495 from 22,710
Change-1,215 (-5%)
Value$1.5M (-$125.9K)
Filed 2026-10-29
Parkside Financial Bank & Trust
DECREASED
Shares21,429 from 22,370
Change-941 (-4%)
Value$1.5M (-$106.2K)
Filed 2026-10-27
Private Trust Co NA
DECREASED
Shares21,368 from 23,864
Change-2,496 (-10%)
Value$1.5M (-$217.1K)
Filed 2026-10-20
CGN Advisors LLC
INCREASED
Shares21,257 from 20,930
Change+327 (+2%)
Value$1.5M (-$15.3K)
Filed 2026-10-21
Paragon Private Wealth Management, LLC
DECREASED
Shares21,248 from 24,700
Change-3,452 (-14%)
Value$1.5M (-$285.1K)
Filed 2026-10-20
Goldenstone Wealth Management LLC
INCREASED
Shares21,146 from 20,264
Change+882 (+4%)
Value$1.5M (+$24.5K)
Filed 2026-11-04
DLK Investment Management, LLC
INCREASED
Shares20,982 from 2,400
Change+18,582 (+774%)
Value$1.5M (-$159.8K)
Filed 2026-10-09
Jacksonville Wealth Management, LLC
DECREASED
Shares20,916 from 21,078
Change-162 (-1%)
Value$1.5M (-$49.6K)
Filed 2026-10-30
Cornerstone Wealth Group, LLC
INCREASED
Shares20,748 from 18,263
Change+2,485 (+14%)
Value$1.4M (+$139.7K)
Filed 2026-11-02
Vision Capital Management, Inc.
DECREASED
Shares20,576 from 20,840
Change-264 (-1%)
Value$1.4M (-$56.3K)
Filed 2026-10-20
Floyd Financial Group LLC
INCREASED
Shares20,497 from 8,053
Change+12,444 (+155%)
Value$1.4M (+$852.1K)
Filed 2026-10-28
SFE Investment Counsel
INCREASED
Shares20,449 from 19,646
Change+803 (+4%)
Value$1.4M (+$20.1K)
Filed 2026-10-29
Journey Retirement Planning & Investment Management LLC
DECREASED
Shares20,407 from 26,217
Change-5,810 (-22%)
Value$1.4M (-$451.9K)
Filed 2026-10-09
Sherry Group, Inc.
INCREASED
Shares20,326 from 18,300
Change+2,026 (+11%)
Value$1.4M (+$64.1K)
Filed 2026-10-09
Modera Wealth Management, LLC
DECREASED
Shares20,299 from 21,379
Change-1,080 (-5%)
Value$1.4M (-$114.1K)
Filed 2026-10-28
Arrow Financial Corp
DECREASED
Shares20,247 from 25,620
Change-5,373 (-21%)
Value$1.4M (-$420.5K)
Filed 2026-10-26
Capital Investment Counsel, Inc
NEW
Shares20,203
Change+20,203
Value$1.4M
Filed 2026-10-20
Mengis Capital Management, Inc.
INCREASED
Shares20,197 from 3,160
Change+17,037 (+539%)
Value$1.4M (+$1.2M)
Filed 2026-10-13
Asset Planning,Inc
DECREASED
Shares20,170 from 20,720
Change-550 (-3%)
Value$1.4M (-$76.0K)
Filed 2026-10-26
Sound Income Strategies, LLC
DECREASED
Shares19,908 from 20,259
Change-351 (-2%)
Value$1.4M (-$21.7K)
Filed 2026-10-09
LVW Advisors, LLC
DECREASED
Shares19,674 from 20,764
Change-1,090 (-5%)
Value$1.4M (-$113.6K)
Filed 2026-10-19
Fischer Financial Services, Inc.
DECREASED
Shares19,625 from 21,767
Change-2,142 (-10%)
Value$1.4M (-$188.7K)
Filed 2026-10-30
Sage Rhino Capital LLC
INCREASED
Shares19,478 from 19,243
Change+235 (+1%)
Value$1.4M (-$18.7K)
Filed 2026-10-28
Sky Investment Group LLC
NEW
Shares19,431
Change+19,431
Value$1.4M
Filed 2026-10-30
Visionary Wealth Advisors
INCREASED
Shares19,345 from 17,446
Change+1,899 (+11%)
Value$1.3M (+$100.4K)
Filed 2026-11-04
Fragasso Financial Advisors Inc
DECREASED
Shares19,337 from 24,576
Change-5,239 (-21%)
Value$1.4M (-$395.3K)
Filed 2026-10-13
Forum Financial Management, LP
INCREASED
Shares19,262 from 14,547
Change+4,715 (+32%)
Value$1.3M (+$301.6K)
Filed 2026-10-16
Ipswich Investment Management Co., Inc.
DECREASED
Shares19,129 from 39,719
Change-20,590 (-52%)
Value$1.3M (-$1.5M)
Filed 2026-10-13
Conning Inc.
DECREASED
Shares19,118 from 19,350
Change-232 (-1%)
Value$1.3M (-$51.4K)
Filed 2026-10-27
Archford Capital Strategies, LLC
INCREASED
Shares19,030 from 17,940
Change+1,090 (+6%)
Value$1.3M (+$43.2K)
Filed 2026-10-19
Citizens National Bank Trust Department
INCREASED
Shares19,023 from 16,325
Change+2,698 (+17%)
Value$1.3M (+$158.0K)
Filed 2026-11-04
Buttonwood Financial Advisors Inc.
DECREASED
Shares18,963 from 19,069
Change-106 (-1%)
Value$1.3M (-$42.1K)
Filed 2026-10-13
Atlas Brown,Inc.
INCREASED
Shares18,785 from 18,713
Change+72 (+0%)
Value$1.3M (-$29.0K)
Filed 2026-10-09
Spectrum Strategic Capital Management, LLC
INCREASED
Shares18,711 from 14,108
Change+4,603 (+33%)
Value$1.3M (+$294.6K)
Filed 2026-10-22
Curated Wealth Partners LLC
INCREASED
Shares18,693 from 16,588
Change+2,105 (+13%)
Value$1.3M (+$116.3K)
Filed 2026-10-15
Northbridge Financial Group, LLC
INCREASED
Shares18,653 from 17,614
Change+1,039 (+6%)
Value$1.3M (+$23.6K)
Filed 2026-11-05
Parcion Private Wealth LLC
DECREASED
Shares18,612 from 20,190
Change-1,578 (-8%)
Value$1.3M (-$146.5K)
Filed 2026-10-28
Ring Mountain Capital, LLC
DECREASED
Shares18,611 from 19,351
Change-740 (-4%)
Value$1.3M (-$86.7K)
Filed 2026-10-13
Canandaigua National Bank & Trust Co
NEW
Shares18,594
Change+18,594
Value$1.3M
Filed 2026-10-07
Strong Retirement Solutions LLC
INCREASED
Shares18,591 from 16,433
Change+2,158 (+13%)
Value$1.3M (+$120.2K)
Filed 2026-10-07
Glenview Trust Co
INCREASED
Shares18,558 from 15,777
Change+2,781 (+18%)
Value$1.3M (+$164.8K)
Filed 2026-10-28
James Investment Research, Inc.
INCREASED
Shares18,540 from 14,683
Change+3,857 (+26%)
Value$1.3M (+$241.6K)
Filed 2026-10-22
Formuepleje A/S
DECREASED
Shares18,479 from 28,831
Change-10,352 (-36%)
Value$1.3M (-$772.8K)
Filed 2026-10-15
Occidental Asset Management, LLC
INCREASED
Shares18,456 from 15,887
Change+2,569 (+16%)
Value$1.3M (+$149.8K)
Filed 2026-11-05
Ridgecrest Wealth Partners, LLC
DECREASED
Shares18,404 from 19,229
Change-825 (-4%)
Value$1.3M (-$92.4K)
Filed 2026-10-19
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares18,325 from 17,887
Change+438 (+2%)
Value$1.3M (-$2.1K)
Filed 2026-10-13
Parkside Investments, LLC
INCREASED
Shares18,250 from 15,000
Change+3,250 (+22%)
Value$1.3M (+$198.8K)
Filed 2026-10-20
Souders Financial Advisors
INCREASED
Shares18,209 from 18,113
Change+96 (+1%)
Value$1.3M (-$26.3K)
Filed 2026-11-03
Lederer & Associates Investment Counsel
DECREASED
Shares18,097 from 18,765
Change-668 (-4%)
Value$1.3K (-$81)
Filed 2026-10-23
Diversified Enterprises, LLC
INCREASED
Shares18,090 from 15,320
Change+2,770 (+18%)
Value$1.3M (+$164.9K)
Filed 2026-10-19
AA Financial Advisors, LLC
INCREASED
Shares18,078 from 16,862
Change+1,216 (+7%)
Value$1.3M (+$53.9K)
Filed 2026-10-19
GS Investments, Inc.
INCREASED
Shares18,010 from 17,969
Change+41 (+0%)
Value$1.3M (-$29.9K)
Filed 2026-11-05
Shuttleworth & Co
DECREASED
Shares17,813 from 18,585
Change-772 (-4%)
Value$1.2M (-$87.5K)
Filed 2026-10-30
Tcfg Investment Advisors, LLC
INCREASED
Shares17,790 from 17,726
Change+64 (+0%)
Value$1.2M (-$27.8K)
Filed 2026-10-20
Wilmington Savings Fund Society, FSB
DECREASED
Shares17,777 from 19,938
Change-2,161 (-11%)
Value$1.2M (-$186.6K)
Filed 2026-10-23
Augustine Asset Management Inc
INCREASED
Shares17,694 from 16,180
Change+1,514 (+9%)
Value$1.2M (+$75.9K)
Filed 2026-10-13
WealthBridge Capital Management, LLC
DECREASED
Shares17,625 from 19,881
Change-2,256 (-11%)
Value$1.2M (-$193.2K)
Filed 2026-10-16
Jacobi Capital Management LLC
INCREASED
Shares17,612 from 16,090
Change+1,522 (+9%)
Value$1.2M (+$76.6K)
Filed 2026-11-05
Bluesphere Advisors LLC
INCREASED
Shares17,594 from 13,173
Change+4,421 (+34%)
Value$1.2M (+$283.7K)
Filed 2026-10-19
Whitener Capital Management, Inc.
INCREASED
Shares17,513 from 16,515
Change+998 (+6%)
Value$1.2M (+$39.4K)
Filed 2026-10-15
Altfest L J & Co Inc
INCREASED
Shares17,485 from 8,548
Change+8,937 (+105%)
Value$1.2M (+$606.3K)
Filed 2026-10-27
Golden Reserve Retirement LLC
INCREASED
Shares17,436 from 9,760
Change+7,676 (+79%)
Value$1.2M (+$516.3K)
Filed 2026-11-02
Grimes & Co Wealth Management, LLC
INCREASED
Shares17,428 from 16,831
Change+597 (+4%)
Value$1.2M (+$10.9K)
Filed 2026-10-29
Fiduciary Alliance LLC
DECREASED
Shares17,402 from 18,781
Change-1,379 (-7%)
Value$1.2M (-$130.2K)
Filed 2026-10-13
River Street Advisors LLC
INCREASED
Shares17,219 from 15,723
Change+1,496 (+10%)
Value$1.2M (+$75.5K)
Filed 2026-10-22
Plancorp, LLC
DECREASED
Shares17,064 from 19,407
Change-2,343 (-12%)
Value$1.1M (-$373.5K)
Filed 2026-11-03
Bullock Wealth Management Group
INCREASED
Shares16,973 from 16,621
Change+352 (+2%)
Value$1.2M (-$81.5K)
Filed 2026-10-09
S.E.E.D. Planning Group LLC
NEW
Shares16,828
Change+16,828
Value$1.2M
Filed 2026-10-07
Aries Wealth Management
INCREASED
Shares16,810 from 12,070
Change+4,740 (+39%)
Value$1.2M (+$307.8K)
Filed 2026-10-23
Investors Asset Management of Georgia Inc
INCREASED
Shares16,725 from 16,525
Change+200 (+1%)
Value$1.2M (-$16.2K)
Filed 2026-10-20
First Command Advisory Services, Inc.
INCREASED
Shares16,722 from 11,085
Change+5,637 (+51%)
Value$1.2M (+$372.0K)
Filed 2026-11-05
American State Bank (Iowa)
INCREASED
Shares16,721 from 15,519
Change+1,202 (+8%)
Value$1.2M (+$55.4K)
Filed 2026-11-03
Childress Capital Advisors, LLC
INCREASED
Shares16,677 from 16,167
Change+510 (+3%)
Value$1.2M (+$6.1K)
Filed 2026-10-28
Avity Investment Management Inc.
DECREASED
Shares16,665 from 51,544
Change-34,879 (-68%)
Value$1.2M (-$2.5M)
Filed 2026-10-09
M&G Plc
DECREASED
Shares16,646 from 53,589
Change-36,943 (-69%)
Value$1.2M (-$2.6M)
Filed 2026-11-04
Patten Group, Inc.
DECREASED
Shares16,629 from 19,598
Change-2,969 (-15%)
Value$1.2M (-$242.3K)
Filed 2026-10-26
Mindset Wealth Management, LLC
DECREASED
Shares16,624 from 16,671
Change-47 (0%)
Value$1.2M (-$33.6K)
Filed 2026-10-19
Cape Investment Advisory, Inc.
INCREASED
Shares16,576 from 14,986
Change+1,590 (+11%)
Value$1.2M (+$83.4K)
Filed 2026-10-13
Shepherd Street Advisors LLC
DECREASED
Shares16,573 from 17,392
Change-819 (-5%)
Value$1.2M (-$116.4K)
Filed 2026-10-21
Ninety One UK Ltd
INCREASED
Shares16,525 from 2,323
Change+14,202 (+611%)
Value$1.1M (+$983.9K)
Filed 2026-10-15
Wakefield Asset Management Lllp
UNCHANGED
Shares16,400 from 16,400
Change0 (0%)
Value$1.1M (-$29.8K)
Filed 2026-11-05
Carret Asset Management, LLC
INCREASED
Shares16,330 from 15,230
Change+1,100 (+7%)
Value$1.1M (+$48.8K)
Filed 2026-11-04
Oslo Pensjonsforsikring AS
INCREASED
Shares16,328 from 15,130
Change+1,198 (+8%)
Value$1.1M (+$55.8K)
Filed 2026-10-15
Sage Private Wealth Group, LLC
INCREASED
Shares16,313 from 3,457
Change+12,856 (+372%)
Value$1.1M (+$888.2K)
Filed 2026-10-21
Affinity Capital Advisors, LLC
DECREASED
Shares16,257 from 17,104
Change-847 (-5%)
Value$1.1M (-$157.4K)
Filed 2026-10-13
RFG - Bristol Wealth Advisors, LLC
DECREASED
Shares16,246 from 18,793
Change-2,547 (-14%)
Value$1.1M (-$211.4K)
Filed 2026-10-09
TSG Advice Partners, LLC
NEW
Shares16,183
Change+16,183
Value$1.2M
Filed 2026-10-29
Platform Technology Partners
INCREASED
Shares16,136 from 16,039
Change+97 (+1%)
Value$1.1M (-$22.4K)
Filed 2026-11-02
Mechanics Bank Trust Department
INCREASED
Shares16,093 from 16,081
Change+12 (+0%)
Value$1.1M (-$28.4K)
Filed 2026-10-13
Gratus Wealth Advisors, LLC
DECREASED
Shares16,089 from 16,112
Change-23 (0%)
Value$1.1M (-$30.9K)
Filed 2026-10-26
Bingham Private Wealth, LLC
DECREASED
Shares16,053 from 16,369
Change-316 (-2%)
Value$1.1M (-$51.8K)
Filed 2026-11-05
Essex Bank
INCREASED
Shares16,041 from 15,800
Change+241 (+2%)
Value$1.1M (-$12.0K)
Filed 2026-10-16
Fire Capital Management LLC
INCREASED
Shares16,040 from 14,780
Change+1,260 (+9%)
Value$1.1M (+$60.8K)
Filed 2026-10-27
Blodgett Wealth Advisors, LLC
DECREASED
Shares16,025 from 16,250
Change-225 (-1%)
Value$1.1M (-$45.2K)
Filed 2026-10-23
Fairscale Capital, LLC
DECREASED
Shares16,019 from 16,509
Change-490 (-3%)
Value$994.5K (-$184.3K)
Filed 2026-11-04
Net Worth Advisory Group
INCREASED
Shares15,951 from 10,440
Change+5,511 (+53%)
Value$1.1M (+$336.8K)
Filed 2026-10-20
Aspiriant, LLC
INCREASED
Shares15,940 from 14,972
Change+968 (+6%)
Value$1.1M (+$40.1K)
Filed 2026-10-16
Deseret Mutual Benefit Administrators
INCREASED
Shares15,936 from 15,251
Change+685 (+4%)
Value$1.1M (+$19.9K)
Filed 2026-11-04
North Star Investment Management Corp.
DECREASED
Shares15,660 from 15,689
Change-29 (0%)
Value$1.1M (-$30.6K)
Filed 2026-10-27
Kohmann Bosshard Financial Services, LLC
DECREASED
Shares15,638 from 16,466
Change-828 (-5%)
Value$1.1M (-$87.6K)
Filed 2026-11-04
Retirement Planning Co of New England, Inc.
DECREASED
Shares15,589 from 16,217
Change-628 (-4%)
Value$1.1M (-$73.2K)
Filed 2026-10-15
Clear Creek Financial Management, LLC
DECREASED
Shares15,570 from 20,364
Change-4,794 (-24%)
Value$1.1M (-$370.6K)
Filed 2026-10-28
Quattro Financial Advisors LLC
INCREASED
Shares15,534 from 15,528
Change+6 (+0%)
Value$1.1M (-$27.8K)
Filed 2026-10-15
Versant Capital Management, Inc
INCREASED
Shares15,533 from 12,414
Change+3,119 (+25%)
Value$1.1M (+$194.4K)
Filed 2026-10-02
Waycross Investment Management Co
NEW
Shares15,519
Change+15,519
Value$1.1M
Filed 2026-10-14
Sovran Advisors, LLC
DECREASED
Shares15,473 from 20,988
Change-5,515 (-26%)
Value$960.1K (-$559.2K)
Filed 2026-11-02
Legacy Capital Wealth Partners, LLC
DECREASED
Shares15,460 from 15,551
Change-91 (-1%)
Value$1.1M (-$34.6K)
Filed 2026-10-21
V-Square Quantitative Management LLC
INCREASED
Shares15,458 from 14,478
Change+980 (+7%)
Value$1.1M (+$41.8K)
Filed 2026-10-15
CPC Advisors, LLC
INCREASED
Shares15,440 from 15,010
Change+430 (+3%)
Value$1.1M (+$2.6K)
Filed 2026-10-21
One Wealth Capital Management, LLC
DECREASED
Shares15,425 from 42,640
Change-27,215 (-64%)
Value$1.1M (-$2.0M)
Filed 2026-10-23
Unique Wealth Strategies, LLC
UNCHANGED
Shares15,398 from 15,398
Change0 (0%)
Value$1.1M ($0)
Filed 2026-10-13
Crew Capital Management, Ltd
INCREASED
Shares15,387 from 12,846
Change+2,541 (+20%)
Value$1.1M (+$153.4K)
Filed 2026-10-28
FSM Wealth Advisors, LLC
INCREASED
Shares15,360 from 14,929
Change+431 (+3%)
Value$1.1M (+$33.3K)
Filed 2026-10-27
Parsons Capital Management Inc
DECREASED
Shares15,340 from 17,803
Change-2,463 (-14%)
Value$1.1M (-$203.8K)
Filed 2026-10-28
Fulcrum Wealth Advisors, LLC
DECREASED
Shares15,337 from 22,151
Change-6,814 (-31%)
Value$1.1M (-$514.4K)
Filed 2026-10-16
Capital Asset Advisory Services LLC
INCREASED
Shares15,297 from 11,159
Change+4,138 (+37%)
Value$1.0M (+$234.6K)
Filed 2026-10-30
Diligent Investors, LLC
DECREASED
Shares15,290 from 15,705
Change-415 (-3%)
Value$1.1M (-$57.5K)
Filed 2026-10-21
ARS Wealth Advisors Group, LLC
DECREASED
Shares15,275 from 15,803
Change-528 (-3%)
Value$1.1M (-$65.5K)
Filed 2026-10-16
Jeppson Wealth Management, LLC
INCREASED
Shares15,182 from 12,143
Change+3,039 (+25%)
Value$1.1M (+$189.4K)
Filed 2026-10-20
Rockline Wealth Management, LLC
DECREASED
Shares15,158 from 48,205
Change-33,047 (-69%)
Value$1.1M (-$2.4M)
Filed 2026-10-26
Purus Wealth Management, LLC
DECREASED
Shares15,092 from 15,695
Change-603 (-4%)
Value$1.1M (-$70.5K)
Filed 2026-10-15
Westside Investment Management, Inc.
INCREASED
Shares15,060 from 13,060
Change+2,000 (+15%)
Value$1.0M (+$100.5K)
Filed 2026-11-02
NWF Advisory Services Inc.
INCREASED
Shares15,042 from 14,463
Change+579 (+4%)
Value$1.0M (+$14.0K)
Filed 2026-10-19
Arjuna Capital
DECREASED
Shares15,033 from 15,286
Change-253 (-2%)
Value$1.0M (-$45.4K)
Filed 2026-11-03
May Hill Capital, LLC
INCREASED
Shares15,006 from 13,967
Change+1,039 (+7%)
Value$1.0M (+$46.9K)
Filed 2026-11-03
Ping Capital Management, Inc.
INCREASED
Shares15,000 from 14,000
Change+1,000 (+7%)
Value$1.0M (+$44.1K)
Filed 2026-10-13
Hourglass Capital, LLC
UNCHANGED
Shares15,000 from 15,000
Change0 (0%)
Value$1.0M (-$27.3K)
Filed 2026-10-26
Portus Wealth Advisors, LLC
INCREASED
Shares14,962 from 13,651
Change+1,311 (+10%)
Value$1.0M (+$66.4K)
Filed 2026-10-13
Legacy Advisors, LLC
DECREASED
Shares14,922 from 17,103
Change-2,181 (-13%)
Value$1.0M (-$182.9K)
Filed 2026-10-19
Traveka Wealth, LLC
INCREASED
Shares14,921 from 14,001
Change+920 (+7%)
Value$1.0M (+$38.5K)
Filed 2026-10-19
Texas Bank & Trust Co
INCREASED
Shares14,840 from 14,345
Change+495 (+3%)
Value$1.0M (+$8.3K)
Filed 2026-11-04
New England Research & Management, Inc.
DECREASED
Shares14,819 from 49,574
Change-34,755 (-70%)
Value$1.0M (-$2.5M)
Filed 2026-10-16
Payden & Rygel
UNCHANGED
Shares14,800 from 14,800
Change0 (0%)
Value$1.0K (-$1.1M)
Filed 2026-10-28
Strategic Blueprint, LLC
DECREASED
Shares14,776 from 76,406
Change-61,630 (-81%)
Value$1.0M (-$4.4M)
Filed 2026-10-22
Wealth Advisors Northwest LLC
INCREASED
Shares14,768 from 14,649
Change+119 (+1%)
Value$1.0M (-$18.4K)
Filed 2026-10-29
Eagle Wealth Advisors LLC
DECREASED
Shares14,740 from 16,058
Change-1,318 (-8%)
Value$1.0M (-$120.9K)
Filed 2026-10-20
Pacific Sage Partners, LLC
DECREASED
Shares14,734 from 14,962
Change-228 (-2%)
Value$1.0M (-$43.1K)
Filed 2026-10-21
Clark Asset Management, LLC
DECREASED
Shares14,672 from 15,993
Change-1,321 (-8%)
Value$1.0M (-$121.0K)
Filed 2026-10-19
Laurel OAK Wealth Management, LLC
INCREASED
Shares14,618 from 14,189
Change+429 (+3%)
Value$1.0M (+$4.0K)
Filed 2026-10-19
Bigelow Investment Advisors, LLC
INCREASED
Shares14,583 from 13,432
Change+1,151 (+9%)
Value$1.0M (+$55.6K)
Filed 2026-10-13
Liberty Capital Management, Inc.
DECREASED
Shares14,557 from 17,004
Change-2,447 (-14%)
Value$1.0M (-$201.2K)
Filed 2026-11-02
Victory Financial Group, LLC
INCREASED
Shares14,529 from 12,273
Change+2,256 (+18%)
Value$1.0M (+$134.6K)
Filed 2026-10-27
Lanark Financial, Inc.
INCREASED
Shares14,523 from 14,224
Change+299 (+2%)
Value$1.0M (-$5.1K)
Filed 2026-10-26
Generate Investment Management Ltd
DECREASED
Shares14,521 from 144,521
Change-130,000 (-90%)
Value$1.0M (-$9.3M)
Filed 2026-10-14
Cypress Wealth Services, LLC
INCREASED
Shares14,511 from 11,720
Change+2,791 (+24%)
Value$996.8K (+$160.0K)
Filed 2026-10-21
Cullinan Associates Inc
DECREASED
Shares14,500 from 17,200
Change-2,700 (-16%)
Value$1.0M (-$219.2K)
Filed 2026-11-03
Odyssey Capital Advisors, Inc.
DECREASED
Shares14,470 from 15,426
Change-956 (-6%)
Value$1.0M (-$94.6K)
Filed 2026-10-26
Atlantic Edge Private Wealth Management, LLC
DECREASED
Shares14,422 from 14,547
Change-125 (-1%)
Value$1.0M (-$35.2K)
Filed 2026-10-20
Chicago Trust Co NA
INCREASED
Shares14,404 from 5,660
Change+8,744 (+154%)
Value$1.0M (+$598.1K)
Filed 2026-10-28
Kenora Financial, LLC
DECREASED
Shares14,333 from 14,792
Change-459 (-3%)
Value$997.3K (-$58.9K)
Filed 2026-10-20
Reflection Asset Management
INCREASED
Shares14,322 from 11,318
Change+3,004 (+27%)
Value$996.5K (+$188.4K)
Filed 2026-10-28
Leisure Capital Management
DECREASED
Shares14,260 from 34,543
Change-20,283 (-59%)
Value$992.2K (-$1.5M)
Filed 2026-11-03
Summit Wealth Group LLC / Co
INCREASED
Shares14,188 from 4,366
Change+9,822 (+225%)
Value$987.2K (+$675.5K)
Filed 2026-10-29
Adell Harriman & Carpenter Inc
DECREASED
Shares14,049 from 15,776
Change-1,727 (-11%)
Value$977.5K (-$148.9K)
Filed 2026-11-02
Paragon Capital Management Inc
INCREASED
Shares14,016 from 13,230
Change+786 (+6%)
Value$975.2K (+$30.6K)
Filed 2026-10-15
Carnegie Investment Counsel
DECREASED
Shares14,002 from 25,619
Change-11,617 (-45%)
Value$974.3K (-$854.9K)
Filed 2026-10-20
American Capital Advisory, LLC
INCREASED
Shares13,982 from 13,981
Change+1 (+0%)
Value$972.9K (-$25.4K)
Filed 2026-10-28
Proathlete Wealth Management LLC
INCREASED
Shares13,919 from 13,028
Change+891 (+7%)
Value$968.5K (+$38.3K)
Filed 2026-10-15
First National Trust Co
DECREASED
Shares13,907 from 14,160
Change-253 (-2%)
Value$967.6K (-$43.4K)
Filed 2026-10-28
Oxler Private Wealth LLC
DECREASED
Shares13,777 from 14,470
Change-693 (-5%)
Value$958.6K (-$74.6K)
Filed 2026-10-21
3Chopt Investment Partners, LLC
INCREASED
Shares13,764 from 12,404
Change+1,360 (+11%)
Value$957.7K (+$72.1K)
Filed 2026-10-30
Symphony Financial, Ltd. Co.
DECREASED
Shares13,729 from 26,433
Change-12,704 (-48%)
Value$956.6K (-$982.6K)
Filed 2026-10-22
Triad Wealth Partners, LLC
DECREASED
Shares13,711 from 14,676
Change-965 (-7%)
Value$954.0K (-$122.2K)
Filed 2026-10-26
Stableford Capital II LLC
INCREASED
Shares13,680 from 12,816
Change+864 (+7%)
Value$951.9K (+$36.8K)
Filed 2026-10-09
Advisor OS, LLC
DECREASED
Shares13,676 from 16,219
Change-2,543 (-16%)
Value$951.6K (-$206.5K)
Filed 2026-11-03
Worth Financial Advisory Group, LLC
DECREASED
Shares13,614 from 14,364
Change-750 (-5%)
Value$947.3K (-$78.3K)
Filed 2026-10-19
Cromwell Holdings LLC
DECREASED
Shares13,587 from 13,989
Change-402 (-3%)
Value$945.4K (-$53.4K)
Filed 2026-10-28
Regent Peak Wealth Advisors LLC
INCREASED
Shares13,581 from 12,620
Change+961 (+8%)
Value$945.0K (+$43.9K)
Filed 2026-10-13
KCM Investment Advisors LLC
INCREASED
Shares13,572 from 10,081
Change+3,491 (+35%)
Value$944.3K (+$224.6K)
Filed 2026-10-27
Bullseye Investment Management, LLC
INCREASED
Shares13,536 from 100
Change+13,436 (+13436%)
Value$941.8K (+$934.7K)
Filed 2026-10-29
Great Diamond Partners, LLC
DECREASED
Shares13,523 from 13,576
Change-53 (0%)
Value$940.9K (-$28.4K)
Filed 2026-10-13
Klingman & Associates, LLC
DECREASED
Shares13,481 from 13,652
Change-171 (-1%)
Value$938.0K (-$36.7K)
Filed 2026-10-20
Winthrop Capital Management, LLC
UNCHANGED
Shares13,447 from 13,447
Change0 (0%)
Value$935.6K (-$24.4K)
Filed 2026-11-05
Tower Trust & Investment Co
INCREASED
Shares13,423 from 12,988
Change+435 (+3%)
Value$933.9K (+$6.6K)
Filed 2026-10-28
Harmony Asset Management LLC
DECREASED
Shares13,400 from 30,720
Change-17,320 (-56%)
Value$932.4K (-$1.3M)
Filed 2026-10-20
Altus Wealth Group LLC
INCREASED
Shares13,294 from 12,695
Change+599 (+5%)
Value$925.0K (+$18.6K)
Filed 2026-10-20
Lakeshore Capital Group, Inc.
INCREASED
Shares13,232 from 11,898
Change+1,334 (+11%)
Value$920.7K (+$71.2K)
Filed 2026-10-20
D'Orazio & Associates, Inc.
DECREASED
Shares13,214 from 13,845
Change-631 (-5%)
Value$919.5K (-$69.1K)
Filed 2026-11-04
Tritonpoint Wealth, LLC
DECREASED
Shares13,207 from 13,464
Change-257 (-2%)
Value$919.0K (-$42.4K)
Filed 2026-10-19
SevenBridge Financial Group, LLC
UNCHANGED
Shares13,180 from 13,180
Change0 (0%)
Value$905.3K (-$71.8K)
Filed 2026-10-26
Kepler Cheuvreux (Suisse) SA
DECREASED
Shares13,155 from 17,093
Change-3,938 (-23%)
Value$915.3K (-$305.1K)
Filed 2026-10-20
Tred Avon Family Wealth, LLC
INCREASED
Shares13,137 from 12,112
Change+1,025 (+8%)
Value$914.1K (+$49.3K)
Filed 2026-10-20
Mainsail Asset Management, LLC
INCREASED
Shares13,109 from 12,947
Change+162 (+1%)
Value$900.5K (+$7.8K)
Filed 2026-10-14
Brucke Financial, Inc.
INCREASED
Shares13,061 from 12,489
Change+572 (+5%)
Value$908.8K (+$17.1K)
Filed 2026-10-23
First International Bank of Israel Ltd.
INCREASED
Shares13,044 from 11,872
Change+1,172 (+10%)
Value$907.6K (+$59.9K)
Filed 2026-11-04
Adirondack Trust Co
INCREASED
Shares13,043 from 12,460
Change+583 (+5%)
Value$907.5K (+$17.9K)
Filed 2026-10-14
Income Insurance Ltd
UNCHANGED
Shares13,010 from 13,010
Change0 (0%)
Value$905.2K (-$23.7K)
Filed 2026-10-21
Independent Solutions Wealth Management, LLC
DECREASED
Shares13,001 from 15,590
Change-2,589 (-17%)
Value$904.6K (-$208.5K)
Filed 2026-10-28
TBH Global Asset Management, LLC
DECREASED
Shares12,982 from 23,686
Change-10,704 (-45%)
Value$903.3K (-$787.9K)
Filed 2026-11-03
Goelzer Investment Management, Inc.
DECREASED
Shares12,980 from 16,145
Change-3,165 (-20%)
Value$903.1K (-$249.6K)
Filed 2026-10-16
Csenge Advisory Group
INCREASED
Shares12,938 from 11,780
Change+1,158 (+10%)
Value$900.2K (+$59.1K)
Filed 2026-11-04
Lineweaver Wealth Advisors, LLC
INCREASED
Shares12,936 from 11,763
Change+1,173 (+10%)
Value$900.1K (+$60.2K)
Filed 2026-10-13
Kozak & Associates, Inc.
DECREASED
Shares12,911 from 13,153
Change-242 (-2%)
Value$800.4K (-$175.5K)
Filed 2026-10-29
Tannin Capital LLC
INCREASED
Shares12,900 from 10,458
Change+2,442 (+23%)
Value$897.6K (+$150.9K)
Filed 2026-11-05
AGH Wealth Advisors, LLC
INCREASED
Shares12,816 from 12,054
Change+762 (+6%)
Value$891.7K (+$31.1K)
Filed 2026-10-26
Ignite Planners, LLC
INCREASED
Shares12,797 from 9,776
Change+3,021 (+31%)
Value$895.5K (+$197.1K)
Filed 2026-10-14
J.Safra Asset Management Corp
INCREASED
Shares12,752 from 318
Change+12,434 (+3910%)
Value$887.3K (+$864.6K)
Filed 2026-11-03
Lantern Wealth Advisors, LLC
INCREASED
Shares12,748 from 10,421
Change+2,327 (+22%)
Value$887.0K (+$143.0K)
Filed 2026-10-22
Michael J. Porro & Co. Financial Advisors, Inc.
INCREASED
Shares12,736 from 12,276
Change+460 (+4%)
Value$886.2K (+$9.7K)
Filed 2026-10-16
Miramontes Capital, LLC
DECREASED
Shares12,682 from 12,877
Change-195 (-2%)
Value$882.4K (-$37.0K)
Filed 2026-10-19
Kestra Investment Management, LLC
DECREASED
Shares12,594 from 19,512
Change-6,918 (-35%)
Value$876.3K (-$516.9K)
Filed 2026-11-04
Radnor Capital Management, LLC
NEW
Shares12,580
Change+12,580
Value$875.3K
Filed 2026-10-23
Providence Wealth Advisors, LLC
UNCHANGED
Shares12,545 from 12,545
Change0 (0%)
Value$841.3K (-$123.4K)
Filed 2026-10-29
Bernardo Wealth Planning LLC
INCREASED
Shares12,536 from 5,832
Change+6,704 (+115%)
Value$872.3K (+$455.8K)
Filed 2026-10-23
Rede Wealth, LLC
DECREASED
Shares12,535 from 12,899
Change-364 (-3%)
Value$872.2K (-$48.8K)
Filed 2026-10-22
United Advisor Group, LLC
INCREASED
Shares12,493 from 11,372
Change+1,121 (+10%)
Value$869.3K (+$57.3K)
Filed 2026-11-03
Instrumental Wealth, LLC
DECREASED
Shares12,467 from 12,623
Change-156 (-1%)
Value$867.4K (-$33.8K)
Filed 2026-10-20
Everett Harris & Co
INCREASED
Shares12,452 from 11,451
Change+1,001 (+9%)
Value$866.4K (+$48.8K)
Filed 2026-10-28
Welch Group, LLC
INCREASED
Shares12,439 from 10,996
Change+1,443 (+13%)
Value$865.5K (+$80.4K)
Filed 2026-10-29
TrinityBridge Ltd
DECREASED
Shares12,338 from 12,368
Change-30 (0%)
Value$859 (-$882.1K)
Filed 2026-10-30
Obsidian CIO, LLC
INCREASED
Shares12,321 from 12,307
Change+14 (+0%)
Value$857.3K (-$21.4K)
Filed 2026-11-05
Baron Wealth Management LLC
INCREASED
Shares12,302 from 10,447
Change+1,855 (+18%)
Value$856.0K (+$110.1K)
Filed 2026-10-27
QTR Family Wealth, LLC
INCREASED
Shares12,271 from 11,163
Change+1,108 (+10%)
Value$853.8K (+$56.7K)
Filed 2026-11-02
SmartHarvest Portfolios, LLC
DECREASED
Shares12,259 from 17,016
Change-4,757 (-28%)
Value$853.0K (-$362.0K)
Filed 2026-10-26
Persium Advisors, LLC
INCREASED
Shares12,253 from 10,708
Change+1,545 (+14%)
Value$852.6K (+$88.0K)
Filed 2026-10-07
Outfitters Financial LLC
INCREASED
Shares12,250 from 11,780
Change+470 (+4%)
Value$852.4K (+$11.3K)
Filed 2026-10-23
Keudell ison Wealth Management
DECREASED
Shares12,237 from 12,465
Change-228 (-2%)
Value$851.5K (-$38.6K)
Filed 2026-10-16
Mcdonald Partners LLC
DECREASED
Shares12,235 from 12,415
Change-180 (-1%)
Value$851.3K (-$35.1K)
Filed 2026-11-03
Greenspring Advisors, LLC
INCREASED
Shares12,213 from 11,625
Change+588 (+5%)
Value$849.8K (+$19.8K)
Filed 2026-11-05
Jm2 Capital Inc.
INCREASED
Shares12,184 from 12,134
Change+50 (+0%)
Value$847.8K (-$18.6K)
Filed 2026-10-14
Riverbend Wealth Management, LLC
DECREASED
Shares12,148 from 12,878
Change-730 (-6%)
Value$845.3K (-$74.2K)
Filed 2026-10-15
Blossom Wealth Management
INCREASED
Shares12,137 from 11,920
Change+217 (+2%)
Value$844.5K (-$6.6K)
Filed 2026-11-03
Certified Advisory Corp
DECREASED
Shares12,122 from 12,542
Change-420 (-3%)
Value$843.4K (-$52.0K)
Filed 2026-10-29
Lake Street Private Wealth, LLC
DECREASED
Shares12,102 from 14,023
Change-1,921 (-14%)
Value$842.1K (-$159.2K)
Filed 2026-10-22
Herold Advisors, Inc.
DECREASED
Shares12,088 from 14,772
Change-2,684 (-18%)
Value$841.1K (-$209.9K)
Filed 2026-10-19
Valley Brook Capital Group, Inc.
INCREASED
Shares12,050 from 11,880
Change+170 (+1%)
Value$838.4K (-$9.8K)
Filed 2026-10-26
IPG Investment Advisors LLC
INCREASED
Shares12,005 from 10,245
Change+1,760 (+17%)
Value$835.3K (+$103.8K)
Filed 2026-10-30
Titleist Asset Management, LLC
INCREASED
Shares11,975 from 11,215
Change+760 (+7%)
Value$833.2K (+$32.0K)
Filed 2026-10-08
MSH Capital Advisors LLC
INCREASED
Shares11,948 from 9,525
Change+2,423 (+25%)
Value$831.3K (+$151.2K)
Filed 2026-11-03
Pacific Capital Partners Ltd
DECREASED
Shares11,936 from 14,068
Change-2,132 (-15%)
Value$830.5K (-$173.9K)
Filed 2026-10-28
Orrstown Financial Services Inc
INCREASED
Shares11,931 from 11,915
Change+16 (+0%)
Value$830.2K (-$20.6K)
Filed 2026-10-14
Moss Adams Wealth Advisors LLC
DECREASED
Shares11,837 from 14,307
Change-2,470 (-17%)
Value$823.6K (-$197.9K)
Filed 2026-10-28
Blue Fin Capital, Inc.
DECREASED
Shares11,820 from 11,910
Change-90 (-1%)
Value$822.4K (-$28.0K)
Filed 2026-10-28
Crown Wealth Group, LLC
DECREASED
Shares11,791 from 15,662
Change-3,871 (-25%)
Value$820.4K (-$297.8K)
Filed 2026-10-19
Mascagni Wealth Management, Inc.
DECREASED
Shares11,756 from 13,724
Change-1,968 (-14%)
Value$818.0K (-$161.9K)
Filed 2026-10-23
Etesian Wealth Advisors, Inc.
INCREASED
Shares11,754 from 11,480
Change+274 (+2%)
Value$817.8K (-$1.8K)
Filed 2026-10-27
ANB Bank
INCREASED
Shares11,743 from 9,987
Change+1,756 (+18%)
Value$817.1K (+$104.0K)
Filed 2026-10-09
MW Advisory, LLC
INCREASED
Shares11,736 from 11,393
Change+343 (+3%)
Value$816.6K (+$3.1K)
Filed 2026-10-19
Cerro Pacific Wealth Advisors LLC
DECREASED
Shares11,724 from 12,362
Change-638 (-5%)
Value$815.7K (-$66.9K)
Filed 2026-10-22
Clarity Wealth Advisors, LLC
INCREASED
Shares11,711 from 10,900
Change+811 (+7%)
Value$814.9K (+$36.6K)
Filed 2026-10-21
Kathmere Capital Management, LLC
INCREASED
Shares11,699 from 11,067
Change+632 (+6%)
Value$814.0K (+$23.8K)
Filed 2026-10-20
Norway Savings Bank
INCREASED
Shares11,671 from 9,970
Change+1,701 (+17%)
Value$812.1K (+$100.2K)
Filed 2026-10-20
Relyea Zuckerberg Hanson LLC
DECREASED
Shares11,655 from 11,791
Change-136 (-1%)
Value$811.0K (-$30.9K)
Filed 2026-10-20
Rare Wolf Capital LLC
INCREASED
Shares11,585 from 9,694
Change+1,891 (+20%)
Value$806.1K (+$113.9K)
Filed 2026-10-20
Worthington Financial Partners, LLC
INCREASED
Shares11,565 from 11,497
Change+68 (+1%)
Value$804.7K (-$16.2K)
Filed 2026-10-13
Blue Trust, Inc.
DECREASED
Shares11,543 from 20,084
Change-8,541 (-43%)
Value$803.2K (-$630.8K)
Filed 2026-10-15
PFG Private Wealth Management, LLC
INCREASED
Shares11,530 from 10,460
Change+1,070 (+10%)
Value$802.2K (+$55.4K)
Filed 2026-10-15
GFG Capital, LLC
DECREASED
Shares11,526 from 94,713
Change-83,187 (-88%)
Value$802.0K (-$6.0M)
Filed 2026-10-16
OAK Ridge Investments LLC
INCREASED
Shares11,522 from 11,308
Change+214 (+2%)
Value$801.7K (-$5.7K)
Filed 2026-10-30
Three Seasons Wealth, LLC
DECREASED
Shares11,520 from 11,679
Change-159 (-1%)
Value$801.6K (-$32.3K)
Filed 2026-11-03
Stone Wealth Partners
INCREASED
Shares11,516 from 5,758
Change+5,758 (+100%)
Value$805.4K (+$394.3K)
Filed 2026-11-05
Linscomb Wealth, Inc.
INCREASED
Shares11,460 from 10,596
Change+864 (+8%)
Value$797.4K (+$40.8K)
Filed 2026-11-05
Lynx Capital Group LTD
DECREASED
Shares11,420 from 17,020
Change-5,600 (-33%)
Value$794.6K (-$420.6K)
Filed 2026-11-04
Synergy Asset Management, LLC
DECREASED
Shares11,382 from 67,425
Change-56,043 (-83%)
Value$792.0K (-$4.0M)
Filed 2026-11-05
Garde Capital, Inc.
DECREASED
Shares11,350 from 11,407
Change-57 (0%)
Value$789.7K (-$24.7K)
Filed 2026-10-29
Leeward Financial Partners, LLC
DECREASED
Shares11,318 from 12,500
Change-1,182 (-9%)
Value$787.5K (-$105.0K)
Filed 2026-10-23
Waters Parkerson & Co., LLC
DECREASED
Shares11,318 from 11,324
Change-6 (0%)
Value$787.5K (-$21.0K)
Filed 2026-11-04
Delta Financial Advisors LLC
INCREASED
Shares11,260 from 11,110
Change+150 (+1%)
Value$783.5K (-$9.8K)
Filed 2026-10-27
55 North Private Wealth, LLC
INCREASED
Shares11,225 from 9,651
Change+1,574 (+16%)
Value$781.0K (+$92.0K)
Filed 2026-10-20
Private Management Group Inc
INCREASED
Shares11,185 from 3,490
Change+7,695 (+220%)
Value$778.3K (+$529.1K)
Filed 2026-11-04
Consolidated Capital Management, LLC
UNCHANGED
Shares11,140 from 11,140
Change0 (0%)
Value$775.1K (-$20.3K)
Filed 2026-10-13
Maia Wealth LLC
INCREASED
Shares11,081 from 8,459
Change+2,622 (+31%)
Value$771.0K (+$167.0K)
Filed 2026-10-19
Manchester Capital Management LLC
DECREASED
Shares11,071 from 11,512
Change-441 (-4%)
Value$770.3K (-$51.6K)
Filed 2026-10-22
Capital Advisors Wealth Management, LLC
INCREASED
Shares11,069 from 10,483
Change+586 (+6%)
Value$770.2K (+$21.7K)
Filed 2026-10-09
Vicus Capital
INCREASED
Shares11,037 from 11,032
Change+5 (+0%)
Value$768.0K (-$19.7K)
Filed 2026-11-05
Canopy Partners, LLC
INCREASED
Shares10,950 from 10,676
Change+274 (+3%)
Value$761.9K (-$365)
Filed 2026-10-28
Vanguard Capital Wealth Advisors
DECREASED
Shares10,949 from 14,150
Change-3,201 (-23%)
Value$761.8K (-$248.5K)
Filed 2026-10-16
Monument Capital Management
INCREASED
Shares10,912 from 10,761
Change+151 (+1%)
Value$759.3K (-$9.1K)
Filed 2026-10-09
Alhambra Investment Management LLC
INCREASED
Shares10,909 from 10,683
Change+226 (+2%)
Value$759.0K (-$3.7K)
Filed 2026-10-15
Correct Capital Wealth Management
DECREASED
Shares10,873 from 11,334
Change-461 (-4%)
Value$756.6K (-$52.7K)
Filed 2026-11-02
Evansbrook LLC
INCREASED
Shares10,867 from 10,800
Change+67 (+1%)
Value$756.1K (-$15.0K)
Filed 2026-10-16
DWR Wealth Management, LLC
DECREASED
Shares10,865 from 12,169
Change-1,304 (-11%)
Value$763.8K (-$134.0K)
Filed 2026-10-13
Sanders Morris Harris LLC
NEW
Shares10,800
Change+10,800
Value$749.1K
Filed 2026-10-14
Kapitalo Investimentos Ltda
DECREASED
Shares10,800 from 480,000
Change-469,200 (-98%)
Value$751.5K (-$33.5M)
Filed 2026-10-20
Connecticut Wealth Management, LLC
INCREASED
Shares10,791 from 10,433
Change+358 (+3%)
Value$750.8K (+$5.9K)
Filed 2026-10-13
PFS Partners, LLC
INCREASED
Shares10,790 from 790
Change+10,000 (+1266%)
Value$750.8K (+$694.4K)
Filed 2026-10-21
Flagship Wealth Advisors, LLC
DECREASED
Shares10,790 from 11,033
Change-243 (-2%)
Value$750.8K (-$37.0K)
Filed 2026-11-03
Hedeker Wealth, LLC
INCREASED
Shares10,773 from 10,331
Change+442 (+4%)
Value$749.6K (+$12.0K)
Filed 2026-10-23
HF Advisory Group, LLC
NEW
Shares10,760
Change+10,760
Value$748.6K
Filed 2026-10-09
Tiller Private Wealth, Inc.
INCREASED
Shares10,755 from 10,680
Change+75 (+1%)
Value$748.3K (-$14.2K)
Filed 2026-10-26
Elyxium Wealth, LLC
INCREASED
Shares10,753 from 10,290
Change+463 (+5%)
Value$748.2K (+$13.5K)
Filed 2026-10-27
Lincoln Capital Corp
DECREASED
Shares10,739 from 11,040
Change-301 (-3%)
Value$747.2K (-$41.0K)
Filed 2026-10-13
Woodward Diversified Capital, LLC
INCREASED
Shares10,737 from 10,375
Change+362 (+3%)
Value$747.1K (+$6.3K)
Filed 2026-10-21
Roman Butler Fullerton & Co
INCREASED
Shares10,732 from 10,543
Change+189 (+2%)
Value$749.6K (-$28.8K)
Filed 2026-10-27
Core Wealth Partners LLC
DECREASED
Shares10,721 from 15,852
Change-5,131 (-32%)
Value$746.0K (-$385.9K)
Filed 2026-11-02
Neumann Capital Management, LLC
NEW
Shares10,720
Change+10,720
Value$745.9K
Filed 2026-10-15
Onyx Bridge Wealth Group LLC
DECREASED
Shares10,695 from 11,629
Change-934 (-8%)
Value$744.2K (-$86.1K)
Filed 2026-10-16
Norris Perne & French LLP
INCREASED
Shares10,682 from 10,143
Change+539 (+5%)
Value$743.3K (+$19.0K)
Filed 2026-10-23
4Wealth Advisors, Inc.
INCREASED
Shares10,667 from 4,565
Change+6,102 (+134%)
Value$749.9K (+$413.1K)
Filed 2026-10-13
Tranquility Partners, LLC
DECREASED
Shares10,639 from 12,976
Change-2,337 (-18%)
Value$740.3K (-$186.2K)
Filed 2026-10-20
Valley Wealth Managers, Inc.
INCREASED
Shares10,617 from 9,069
Change+1,548 (+17%)
Value$738.7K (+$91.2K)
Filed 2026-10-09
Wealth Architects, LLC
INCREASED
Shares10,616 from 10,542
Change+74 (+1%)
Value$738.7K (-$14.0K)
Filed 2026-11-03
Ferguson Wellman Capital Management, Inc
INCREASED
Shares10,566 from 10,352
Change+214 (+2%)
Value$735.2K (-$4.0K)
Filed 2026-10-05
Armstrong, Fleming & Moore, Inc
UNCHANGED
Shares10,530 from 10,530
Change0 (0%)
Value$732.7K (-$19.2K)
Filed 2026-10-28
Marks Group Wealth Management, Inc
NEW
Shares10,519
Change+10,519
Value$731.9K
Filed 2026-11-05
Revisor Wealth Management LLC
INCREASED
Shares10,509 from 5,623
Change+4,886 (+87%)
Value$737.2K (+$335.8K)
Filed 2026-10-20
Mine & Arao Wealth Creation & Management, Llc.
UNCHANGED
Shares10,496 from 10,496
Change0 (0%)
Value$730.3K (-$19.1K)
Filed 2026-10-29
Allegheny Financial Group
DECREASED
Shares10,470 from 11,191
Change-721 (-6%)
Value$728.5K (-$70.5K)
Filed 2026-11-05
Endowment Wealth Management, Inc.
UNCHANGED
Shares10,463 from 10,463
Change0 (0%)
Value$728.0K (-$19.0K)
Filed 2026-11-03
Integrity Advisory Solutions, LLC
INCREASED
Shares10,423 from 7,069
Change+3,354 (+47%)
Value$725.2K (+$220.5K)
Filed 2026-10-29
Tortuga Wealth Management, Inc
INCREASED
Shares10,405 from 9,836
Change+569 (+6%)
Value$724.0K (+$21.7K)
Filed 2026-10-27
Hohimer Wealth Management, LLC
INCREASED
Shares10,370 from 9,853
Change+517 (+5%)
Value$721.5K (+$18.0K)
Filed 2026-11-04
Elevation Wealth Management LLC
INCREASED
Shares10,347 from 8,972
Change+1,375 (+15%)
Value$719.9K (+$79.3K)
Filed 2026-11-02
Raab & Moskowitz Asset Management LLC
DECREASED
Shares10,295 from 10,465
Change-170 (-2%)
Value$716.3K (-$30.9K)
Filed 2026-11-02
Rossby Financial, LCC
INCREASED
Shares10,282 from 5,413
Change+4,869 (+90%)
Value$715.4K (+$328.9K)
Filed 2026-11-05
Means Investment Co., Inc.
DECREASED
Shares10,263 from 11,226
Change-963 (-9%)
Value$714.1K (-$87.4K)
Filed 2026-11-03
Kingsbury Capital Investment Advisors LLC
INCREASED
Shares10,257 from 10,013
Change+244 (+2%)
Value$713.7K (-$1.2K)
Filed 2026-10-20
Bangor Savings Bank
DECREASED
Shares10,237 from 11,009
Change-772 (-7%)
Value$712.3K (-$73.8K)
Filed 2026-10-06
Hazlett, Burt & Watson, Inc.
DECREASED
Shares10,224 from 13,027
Change-2,803 (-22%)
Value$709 (-$608.6K)
Filed 2026-11-04
Hoxton Planning & Management, LLC
INCREASED
Shares10,217 from 10,200
Change+17 (+0%)
Value$710.9K (-$17.4K)
Filed 2026-10-15
Register Financial Advisors LLC
DECREASED
Shares10,167 from 16,026
Change-5,859 (-37%)
Value$707.4K (-$436.8K)
Filed 2026-10-23
G2 Capital Management, LLC / OH
DECREASED
Shares10,162 from 10,513
Change-351 (-3%)
Value$707.1K (-$43.6K)
Filed 2026-10-23
XXI Wealth, LLC
DECREASED
Shares10,142 from 11,883
Change-1,741 (-15%)
Value$705.7K (-$142.8K)
Filed 2026-10-22
Revolve Wealth Partners, LLC
DECREASED
Shares10,116 from 11,143
Change-1,027 (-9%)
Value$703.9K (-$91.7K)
Filed 2026-10-23
Element Pointe Advisors, LLC
INCREASED
Shares10,081 from 10,070
Change+11 (+0%)
Value$701.4K (-$17.6K)
Filed 2026-10-21
Thrive Wealth Management, LLC
INCREASED
Shares10,073 from 6,278
Change+3,795 (+60%)
Value$700.9K (+$252.6K)
Filed 2026-10-13
Finivi Inc.
INCREASED
Shares10,055 from 9,955
Change+100 (+1%)
Value$699.6K (-$11.2K)
Filed 2026-10-13
Nadler Financial Group, Inc.
DECREASED
Shares10,030 from 13,803
Change-3,773 (-27%)
Value$697.9K (-$287.6K)
Filed 2026-10-23
Mcdaniel Terry & Co
DECREASED
Shares10,000 from 10,009
Change-9 (0%)
Value$695.8K (-$18.8K)
Filed 2026-11-05
Winebrenner Capital Management LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$695.8K (-$18.2K)
Filed 2026-10-07
Interchange Capital Partners, LLC
DECREASED
Shares9,986 from 12,634
Change-2,648 (-21%)
Value$694.8K (-$217.7K)
Filed 2026-10-28
Impact Capital Partners LLC
INCREASED
Shares9,966 from 7,436
Change+2,530 (+34%)
Value$693.4K (+$162.5K)
Filed 2026-10-22
Crusonia Wealth Advisors LLC
DECREASED
Shares9,962 from 11,749
Change-1,787 (-15%)
Value$693.2K (-$145.7K)
Filed 2026-10-26
Saxony Capital Management, LLC
DECREASED
Shares9,952 from 11,372
Change-1,420 (-12%)
Value$692.5K (-$119.5K)
Filed 2026-10-15
Financial Partners Group, Inc
DECREASED
Shares9,951 from 10,124
Change-173 (-2%)
Value$692.4K (-$30.5K)
Filed 2026-10-19
Renasant Bank
NEW
Shares9,917
Change+9,917
Value$690.0K
Filed 2026-11-05
Integral Investment Advisors, Inc.
INCREASED
Shares9,911 from 9,661
Change+250 (+3%)
Value$689.6K (-$188)
Filed 2026-11-03
Sightline Wealth Advisors, LLC
INCREASED
Shares9,908 from 7,094
Change+2,814 (+40%)
Value$689.4K (+$182.9K)
Filed 2026-10-21
Arista Wealth Management, LLC
INCREASED
Shares9,893 from 9,786
Change+107 (+1%)
Value$688.4K (-$10.4K)
Filed 2026-10-29
GK Wealth Management LLC
INCREASED
Shares9,864 from 9,511
Change+353 (+4%)
Value$686.3K (+$7.3K)
Filed 2026-10-09
VUB Generali dochodkova spravcovska spolocnost, a.s.
UNCHANGED
Shares9,790 from 9,790
Change0 (0%)
Value$681.2K (-$17.8K)
Filed 2026-10-26
Rossmore Private Capital
DECREASED
Shares9,781 from 10,513
Change-732 (-7%)
Value$680.5K (-$70.1K)
Filed 2026-10-27
Cypress Financial Planning LLC
INCREASED
Shares9,781 from 9,713
Change+68 (+1%)
Value$680.6K (-$12.9K)
Filed 2026-10-09
Signature Equity Partners, LLC
INCREASED
Shares9,780 from 9,525
Change+255 (+3%)
Value$680.5K (+$407)
Filed 2026-10-29
Farmers & Merchants Trust Co of Long Beach
DECREASED
Shares9,773 from 9,938
Change-165 (-2%)
Value$680.0K (-$29.6K)
Filed 2026-10-22
Woodmont Investment Counsel LLC
INCREASED
Shares9,713 from 4,848
Change+4,865 (+100%)
Value$675.8K (+$329.7K)
Filed 2026-10-29
McKinley Carter Wealth Services, Inc.
DECREASED
Shares9,670 from 92,076
Change-82,406 (-89%)
Value$672.8K (-$5.9M)
Filed 2026-10-16
Fiduciary Financial Group, LLC
DECREASED
Shares9,616 from 12,325
Change-2,709 (-22%)
Value$669.1K (-$210.9K)
Filed 2026-10-13
Trek Financial, LLC
INCREASED
Shares9,582 from 9,498
Change+84 (+1%)
Value$666.7K (-$11.4K)
Filed 2026-10-29
Annex Advisory Services, LLC
INCREASED
Shares9,576 from 8,888
Change+688 (+8%)
Value$666.3K (+$31.7K)
Filed 2026-10-16
Guardian Asset Advisors, LLC
DECREASED
Shares9,576 from 10,252
Change-676 (-7%)
Value$666.3K (-$65.7K)
Filed 2026-10-16
Atticus Wealth Management, LLC
INCREASED
Shares9,561 from 8,841
Change+720 (+8%)
Value$665.3K (+$34.0K)
Filed 2026-10-20
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares9,536 from 10
Change+9,526 (+95260%)
Value$663.6K (+$662.8K)
Filed 2026-10-16
Nearside Advisors, LLC
NEW
Shares9,526
Change+9,526
Value$662.8K
Filed 2026-10-20
Letson Investment Management, Inc.
UNCHANGED
Shares9,500 from 9,500
Change0 (0%)
Value$661.0K (-$17.3K)
Filed 2026-11-05
Copeland Capital Management, LLC
NEW
Shares9,470
Change+9,470
Value$658.9K
Filed 2026-10-13
Beacon Financial Group
DECREASED
Shares9,455 from 9,550
Change-95 (-1%)
Value$657.9K (-$24.0K)
Filed 2026-10-19
JSF Financial, LLC
INCREASED
Shares9,436 from 7,433
Change+2,003 (+27%)
Value$656.6K (+$125.8K)
Filed 2026-10-22
Harbour Trust & Investment Management Co
DECREASED
Shares9,377 from 9,510
Change-133 (-1%)
Value$652.5K (-$26.6K)
Filed 2026-10-28
Gemmer Asset Management LLC
DECREASED
Shares9,376 from 15,917
Change-6,541 (-41%)
Value$652.4K (-$484.1K)
Filed 2026-10-16
StoneRidge PMG Advisors, LLC
NEW
Shares9,363
Change+9,363
Value$651
Filed 2026-11-04
Opinicus Capital, Inc.
INCREASED
Shares9,363 from 8,786
Change+577 (+7%)
Value$651.5K (+$24.2K)
Filed 2026-10-28
BNB Wealth Management, LLC
DECREASED
Shares9,350 from 12,350
Change-3,000 (-24%)
Value$650.6K (-$231.2K)
Filed 2026-10-28
Aafmaa Wealth Management & Trust LLC
DECREASED
Shares9,272 from 9,329
Change-57 (-1%)
Value$645.1K (-$20.9K)
Filed 2026-10-14
S.A. Mason LLC
INCREASED
Shares9,270 from 7,770
Change+1,500 (+19%)
Value$645.0K (+$90.2K)
Filed 2026-10-13
Essex LLC
UNCHANGED
Shares9,214 from 9,214
Change0 (0%)
Value$641.1K (-$16.8K)
Filed 2026-10-14
Cravens & Co Advisors, LLC
INCREASED
Shares9,205 from 8,116
Change+1,089 (+13%)
Value$640.5K (+$61.0K)
Filed 2026-10-16
Able Wealth Management LLC
INCREASED
Shares9,204 from 8,796
Change+408 (+5%)
Value$621.3K (-$624)
Filed 2026-10-13
Retirement Planning Group, LLC
DECREASED
Shares9,202 from 11,456
Change-2,254 (-20%)
Value$640.2K (-$177.7K)
Filed 2026-10-19
Canandaigua National Trust Co of Florida
NEW
Shares9,200
Change+9,200
Value$640.1K
Filed 2026-10-07
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares9,197 from 10,530
Change-1,333 (-13%)
Value$639.9K (-$111.9K)
Filed 2026-11-04
Walkner Condon Financial Advisors LLC
INCREASED
Shares9,161 from 6,491
Change+2,670 (+41%)
Value$637.4K (+$174.0K)
Filed 2026-11-02
Provident Investment Management, Inc.
DECREASED
Shares9,145 from 316,497
Change-307,352 (-97%)
Value$636.3K (-$22.0M)
Filed 2026-10-23
Buck Wealth Strategies, LLC
DECREASED
Shares9,120 from 9,799
Change-679 (-7%)
Value$634.6K (-$65.1K)
Filed 2026-10-28
Physicians Financial Services, Inc.
DECREASED
Shares9,120 from 9,420
Change-300 (-3%)
Value$635 (-$672.4K)
Filed 2026-11-04
Alliance Wealth Advisors, LLC
DECREASED
Shares9,099 from 13,343
Change-4,244 (-32%)
Value$633.1K (-$319.6K)
Filed 2026-10-28
Arvest Investments, Inc.
INCREASED
Shares9,085 from 5,948
Change+3,137 (+53%)
Value$632.1K (+$207.4K)
Filed 2026-10-21
Murphy & Mullick Capital Management Corp
INCREASED
Shares9,038 from 8,938
Change+100 (+1%)
Value$628.9K (-$5.7K)
Filed 2026-11-02
Signature Estate & Investment Advisors LLC
INCREASED
Shares8,987 from 7,346
Change+1,641 (+22%)
Value$625.3K (+$97.1K)
Filed 2026-10-13
Intrua Financial, LLC
DECREASED
Shares8,986 from 10,081
Change-1,095 (-11%)
Value$625.2K (-$94.5K)
Filed 2026-10-28
Narus Financial Partners, LLC
INCREASED
Shares8,984 from 7,988
Change+996 (+12%)
Value$625.1K (+$54.8K)
Filed 2026-10-19
W.G. Shaheen & Associates DBA Whitney & Co
INCREASED
Shares8,945 from 8,052
Change+893 (+11%)
Value$622.4K (+$47.5K)
Filed 2026-11-03
Accredited Investors Inc.
INCREASED
Shares8,870 from 8,859
Change+11 (+0%)
Value$617.2K (-$15.4K)
Filed 2026-11-03
Main Street Group, LTD
DECREASED
Shares8,864 from 8,944
Change-80 (-1%)
Value$616.8K (-$21.8K)
Filed 2026-10-28
Elmwood Wealth Management, Inc.
DECREASED
Shares8,847 from 9,507
Change-660 (-7%)
Value$615.5K (-$63.2K)
Filed 2026-10-14
Madden Securities Corp
DECREASED
Shares8,840 from 9,815
Change-975 (-10%)
Value$615.1K (-$85.7K)
Filed 2026-10-27
Marin Bay Wealth Advisors, LLC
DECREASED
Shares8,802 from 11,068
Change-2,266 (-20%)
Value$612.4K (-$177.8K)
Filed 2026-10-28
Walser Wealth Management Company, A Ltd Liability Co
INCREASED
Shares8,802 from 6,869
Change+1,933 (+28%)
Value$612.4K (+$122.0K)
Filed 2026-10-15
State of Wyoming
DECREASED
Shares8,792 from 10,508
Change-1,716 (-16%)
Value$611.7K (-$138.5K)
Filed 2026-10-28
LJI Wealth Management, LLC
DECREASED
Shares8,757 from 9,947
Change-1,190 (-12%)
Value$609.3K (-$100.9K)
Filed 2026-10-28
Davis Investment Partners, LLC
INCREASED
Shares8,729 from 3,051
Change+5,678 (+186%)
Value$607.4K (+$389.5K)
Filed 2026-11-05
Taylor Financial Group, Inc.
DECREASED
Shares8,725 from 11,225
Change-2,500 (-22%)
Value$607.1K (-$194.4K)
Filed 2026-11-02
Evermay Wealth Management LLC
DECREASED
Shares8,698 from 9,498
Change-800 (-8%)
Value$605.2K (-$73.0K)
Filed 2026-11-05
DMC Group, LLC
DECREASED
Shares8,696 from 12,306
Change-3,610 (-29%)
Value$605.1K (-$273.6K)
Filed 2026-10-26
Harbour Capital Advisors, LLC
DECREASED
Shares8,680 from 9,035
Change-355 (-4%)
Value$604.0K (-$58.9K)
Filed 2026-10-13
Evanson Financial, LLC
INCREASED
Shares8,674 from 8,114
Change+560 (+7%)
Value$603.5K (+$24.2K)
Filed 2026-10-23
PUREfi Wealth, LLC
INCREASED
Shares8,633 from 5,892
Change+2,741 (+47%)
Value$600.7K (+$180.0K)
Filed 2026-10-19
Aire Advisors, LLC
INCREASED
Shares8,632 from 8,040
Change+592 (+7%)
Value$600.6K (+$26.6K)
Filed 2026-10-22
Grey Fox Wealth Advisors, LLC
INCREASED
Shares8,624 from 4,627
Change+3,997 (+86%)
Value$600.0K (+$269.7K)
Filed 2026-11-03
Wealth Quarterback LLC
INCREASED
Shares8,614 from 7,887
Change+727 (+9%)
Value$599.4K (+$36.2K)
Filed 2026-10-20
Intelligence Driven Advisers, LLC
INCREASED
Shares8,609 from 8,219
Change+390 (+5%)
Value$599.0K (+$12.2K)
Filed 2026-10-09
MeadowBrook Investment Advisors LLC
INCREASED
Shares8,585 from 6,520
Change+2,065 (+32%)
Value$575.6K (+$110.1K)
Filed 2026-10-29
JGP Wealth Management, LLC
INCREASED
Shares8,526 from 8,046
Change+480 (+6%)
Value$593.2K (+$18.8K)
Filed 2026-10-13
Collaborative Fund Advisors, LLC
INCREASED
Shares8,513 from 5,934
Change+2,579 (+43%)
Value$592.3K (+$168.6K)
Filed 2026-11-02
Jacobsen Capital Management
INCREASED
Shares8,446 from 7,383
Change+1,063 (+14%)
Value$587.7K (+$60.5K)
Filed 2026-10-27
Montecito Bank & Trust
DECREASED
Shares8,445 from 9,125
Change-680 (-7%)
Value$587.6K (-$63.9K)
Filed 2026-10-01
Leo Wealth, LLC
NEW
Shares8,413
Change+8,413
Value$585.4K
Filed 2026-10-26
Milestone Asset Management, LLC
DECREASED
Shares8,398 from 9,878
Change-1,480 (-15%)
Value$584.3K (-$121.0K)
Filed 2026-10-15
Shum Financial Group, Inc.
DECREASED
Shares8,392 from 8,426
Change-34 (0%)
Value$583.9K (-$17.7K)
Filed 2026-10-13
Fusion Capital, LLC
DECREASED
Shares8,386 from 8,676
Change-290 (-3%)
Value$583.5K (-$36.0K)
Filed 2026-10-28
Syverson Strege & Co
DECREASED
Shares8,362 from 9,101
Change-739 (-8%)
Value$581.8K (-$68.0K)
Filed 2026-11-02
Pine Haven Investment Counsel, Inc
UNCHANGED
Shares8,360 from 8,360
Change0 (0%)
Value$581.7K (-$15.2K)
Filed 2026-11-02
SYM Financial Corp
INCREASED
Shares8,340 from 7,002
Change+1,338 (+19%)
Value$580.3K (+$80.3K)
Filed 2026-10-26
Summit Financial Wealth Advisors, LLC
INCREASED
Shares8,334 from 7,396
Change+938 (+13%)
Value$579.9K (+$51.8K)
Filed 2026-10-15
Solstein Capital, LLC
INCREASED
Shares8,330 from 7,330
Change+1,000 (+14%)
Value$579.6K (+$56.2K)
Filed 2026-11-02
Ascentis Wealth Management, LLC
INCREASED
Shares8,309 from 7,084
Change+1,225 (+17%)
Value$578.1K (+$72.3K)
Filed 2026-11-03
Planned Solutions, Inc.
UNCHANGED
Shares8,309 from 8,309
Change0 (0%)
Value$578.1K (-$15.1K)
Filed 2026-10-19
Brandywine OAK Private Wealth LLC
DECREASED
Shares8,288 from 9,138
Change-850 (-9%)
Value$576.7K (-$75.8K)
Filed 2026-10-23
Nicholas Hoffman & Company, Llc.
INCREASED
Shares8,279 from 7,913
Change+366 (+5%)
Value$576.1K (+$11.1K)
Filed 2026-10-30
Clark Financial Services Group Inc
DECREASED
Shares8,199 from 8,536
Change-337 (-4%)
Value$570.5K (-$39.0K)
Filed 2026-10-19
Canvas Wealth Advisors, LLC
INCREASED
Shares8,176 from 6,635
Change+1,541 (+23%)
Value$507.3K (+$33.6K)
Filed 2026-11-02
Stonekeep Investments, LLC
DECREASED
Shares8,127 from 8,380
Change-253 (-3%)
Value$565.5K (+$564.9K)
Filed 2026-10-15
Embree Financial Group
DECREASED
Shares8,117 from 10,072
Change-1,955 (-19%)
Value$564.8K (-$154.4K)
Filed 2026-10-22
Bahl & Gaynor LLC
DECREASED
Shares8,085 from 8,205
Change-120 (-1%)
Value$562.6K (-$23.3K)
Filed 2026-11-05
Acorn Creek Capital LLC
DECREASED
Shares8,080 from 8,231
Change-151 (-2%)
Value$562.2K (-$25.5K)
Filed 2026-11-05
Tactive Advisors, LLC
INCREASED
Shares8,067 from 7,707
Change+360 (+5%)
Value$561.3K (+$11.0K)
Filed 2026-10-08
Ackerman Capital Advisors, LLC
INCREASED
Shares8,060 from 7,870
Change+190 (+2%)
Value$560.8K (-$1.1K)
Filed 2026-10-30
Owl Creek Wealth Partners LLC
INCREASED
Shares8,053 from 7,444
Change+609 (+8%)
Value$560.3K (+$28.8K)
Filed 2026-10-20
First Heartland Consultants, Inc.
INCREASED
Shares8,037 from 7,985
Change+52 (+1%)
Value$559.2K (-$10.9K)
Filed 2026-10-08
Douglas Lane & Associates, LLC
DECREASED
Shares8,012 from 8,187
Change-175 (-2%)
Value$557.5K (-$27.1K)
Filed 2026-10-09
Howard Wealth Management, LLC
DECREASED
Shares7,969 from 8,206
Change-237 (-3%)
Value$554.5K (-$31.4K)
Filed 2026-10-28
Cypress Point Wealth Management, LLC
INCREASED
Shares7,962 from 6,982
Change+980 (+14%)
Value$554.0K (+$55.5K)
Filed 2026-11-03
Biltmore Family Office, LLC
INCREASED
Shares7,940 from 7,859
Change+81 (+1%)
Value$552.5K (-$8.7K)
Filed 2026-11-03
Ridgewood Investments LLC
DECREASED
Shares7,936 from 9,033
Change-1,097 (-12%)
Value$552.2K (-$92.8K)
Filed 2026-10-05
Campbell Newman Asset Management Inc
DECREASED
Shares7,927 from 7,950
Change-23 (0%)
Value$551.6K (-$16.1K)
Filed 2026-10-22
Tsfg, LLC
DECREASED
Shares7,922 from 13,522
Change-5,600 (-41%)
Value$551 (-$964.4K)
Filed 2026-10-23
Beacon Financial Advisory LLC
INCREASED
Shares7,916 from 7,138
Change+778 (+11%)
Value$550.8K (+$41.1K)
Filed 2026-10-16
Abel Hall, LLC
DECREASED
Shares7,888 from 10,383
Change-2,495 (-24%)
Value$548.8K (-$192.5K)
Filed 2026-10-19
Seelaus Asset Management LLC
INCREASED
Shares7,882 from 7,589
Change+293 (+4%)
Value$548.4K (+$6.6K)
Filed 2026-10-14
MRA Advisory Group
INCREASED
Shares7,863 from 2,992
Change+4,871 (+163%)
Value$547.1K (+$333.5K)
Filed 2026-10-07
Pittenger & Anderson Inc
DECREASED
Shares7,860 from 10,175
Change-2,315 (-23%)
Value$546.9K (-$179.6K)
Filed 2026-11-02
Golden State Wealth Management, LLC
DECREASED
Shares7,850 from 11,410
Change-3,560 (-31%)
Value$546.2K (-$268.5K)
Filed 2026-11-02
Triumph Capital Management
INCREASED
Shares7,836 from 4,833
Change+3,003 (+62%)
Value$545.2K (+$200.2K)
Filed 2026-10-14
Oak Asset Management, LLC
UNCHANGED
Shares7,830 from 7,830
Change0 (0%)
Value$544.8K (-$14.3K)
Filed 2026-10-13
Redwood Financial Network Corp
DECREASED
Shares7,826 from 7,886
Change-60 (-1%)
Value$544.5K (-$18.5K)
Filed 2026-11-03
Rydar Equities, Inc.
DECREASED
Shares7,815 from 8,165
Change-350 (-4%)
Value$544.7K (-$7.6K)
Filed 2026-10-13
BOS Asset Management, LLC
INCREASED
Shares7,801 from 5,148
Change+2,653 (+52%)
Value$542.8K (+$175.2K)
Filed 2026-10-09
Madrona Financial Services, LLC
NEW
Shares7,763
Change+7,763
Value$540.2K
Filed 2026-10-23
Pines Wealth Management, LLC
INCREASED
Shares7,730 from 7,391
Change+339 (+5%)
Value$537.9K (+$10.1K)
Filed 2026-10-21
J. Derek Lewis & Associates Inc.
INCREASED
Shares7,725 from 7,050
Change+675 (+10%)
Value$540.7K (+$37.3K)
Filed 2026-11-03
AdvisorNet Financial, Inc
DECREASED
Shares7,691 from 9,288
Change-1,597 (-17%)
Value$542.8K (-$120.4K)
Filed 2026-10-15
Meadow Creek Wealth Advisors LLC
DECREASED
Shares7,691 from 7,737
Change-46 (-1%)
Value$535.1K (-$17.3K)
Filed 2026-11-02
Prescott Group Capital Management, L.L.C.
UNCHANGED
Shares7,667 from 7,667
Change0 (0%)
Value$533.5K (-$14.0K)
Filed 2026-10-30
Doliver Advisors, LP
DECREASED
Shares7,650 from 7,680
Change-30 (0%)
Value$532.3K (-$16.1K)
Filed 2026-10-01
Smallwood Wealth Investment Management, LLC
INCREASED
Shares7,641 from 7,440
Change+201 (+3%)
Value$531.7K (+$444)
Filed 2026-10-30
Navigation Group, LLC
INCREASED
Shares7,628 from 6,176
Change+1,452 (+24%)
Value$530.8K (+$89.8K)
Filed 2026-10-28
Tanager Wealth Management LLP
INCREASED
Shares7,626 from 7,117
Change+509 (+7%)
Value$530.6K (+$22.5K)
Filed 2026-10-19
Abacus Planning Group, Inc.
INCREASED
Shares7,624 from 5,367
Change+2,257 (+42%)
Value$530.5K (+$147.3K)
Filed 2026-11-02
Sterling Investment Advisors, Ltd.
INCREASED
Shares7,620 from 7,590
Change+30 (+0%)
Value$530.2K (-$11.7K)
Filed 2026-10-27
Mechanics Financial Corp
INCREASED
Shares7,616 from 7,388
Change+228 (+3%)
Value$529.9K (+$2.4K)
Filed 2026-11-05
Focused Wealth Management, Inc
INCREASED
Shares7,582 from 7,351
Change+231 (+3%)
Value$527.6K (+$2.7K)
Filed 2026-10-30
Secure Asset Management, LLC
DECREASED
Shares7,581 from 8,700
Change-1,119 (-13%)
Value$527.5K (-$93.7K)
Filed 2026-10-19
Neville Rodie & Shaw Inc
DECREASED
Shares7,580 from 14,180
Change-6,600 (-47%)
Value$527 (-$486)
Filed 2026-10-05
PKS Advisory Services, LLC
UNCHANGED
Shares7,579 from 7,579
Change0 (0%)
Value$541.1K ($0)
Filed 2026-10-26
Wealth Effects LLC
INCREASED
Shares7,564 from 6,734
Change+830 (+12%)
Value$526.3K (+$45.5K)
Filed 2026-10-23
AMG Asset Management Group, Inc.
DECREASED
Shares7,558 from 13,193
Change-5,635 (-43%)
Value$525.9K (-$416.1K)
Filed 2026-10-21
Kuhn & Co Investment Counsel
INCREASED
Shares7,546 from 6,702
Change+844 (+13%)
Value$525.1K (+$46.5K)
Filed 2026-10-29
Martin Capital Advisors, LLP
UNCHANGED
Shares7,530 from 7,530
Change0 (0%)
Value$523.9K (-$13.7K)
Filed 2026-10-15
Global Assets Advisory, LLC
DECREASED
Shares7,529 from 19,444
Change-11,915 (-61%)
Value$503.5K (-$937.8K)
Filed 2026-10-28
Equitable Trust Co
INCREASED
Shares7,517 from 6,179
Change+1,338 (+22%)
Value$523.0K (+$81.9K)
Filed 2026-10-13
Gradient Capital Advisors, LLC
DECREASED
Shares7,493 from 7,576
Change-83 (-1%)
Value$521.4K (-$19.6K)
Filed 2026-10-21
Aurora Private Wealth, Inc.
INCREASED
Shares7,462 from 7,287
Change+175 (+2%)
Value$519 (-$519.5K)
Filed 2026-10-20
BCS Wealth Management
INCREASED
Shares7,442 from 7,388
Change+54 (+1%)
Value$517.8K (-$9.7K)
Filed 2026-11-03
New Capital Management LP
UNCHANGED
Shares7,440 from 7,440
Change0 (0%)
Value$517.7K (-$13.5K)
Filed 2026-10-29
Naples Global Advisors, LLC
INCREASED
Shares7,435 from 7,419
Change+16 (+0%)
Value$517.3K (-$12.4K)
Filed 2026-11-05
Ariston Services Group
UNCHANGED
Shares7,434 from 7,434
Change0 (0%)
Value$517.3K (-$13.5K)
Filed 2026-10-16
Busey Bank
DECREASED
Shares7,401 from 7,512
Change-111 (-1%)
Value$515.0K (-$21.4K)
Filed 2026-10-26
Omega Financial Group, LLC
INCREASED
Shares7,382 from 7,376
Change+6 (+0%)
Value$513.6K (-$13.0K)
Filed 2026-10-29
True Private Wealth Advisors
DECREASED
Shares7,379 from 7,866
Change-487 (-6%)
Value$513.4K (-$48.2K)
Filed 2026-10-19
Stephenson & Company, Inc.
NEW
Shares7,374
Change+7,374
Value$513.1K
Filed 2026-10-30
Flynn Zito Capital Management, LLC
DECREASED
Shares7,373 from 7,423
Change-50 (-1%)
Value$513.0K (-$17.0K)
Filed 2026-11-04
TCI Wealth Advisors, Inc.
DECREASED
Shares7,372 from 8,323
Change-951 (-11%)
Value$512.9K (-$81.3K)
Filed 2026-10-30
Waldron Private Wealth LLC
INCREASED
Shares7,371 from 7,189
Change+182 (+3%)
Value$512.9K (-$441)
Filed 2026-11-02
Wealth Dimensions Group, Ltd.
INCREASED
Shares7,370 from 7,178
Change+192 (+3%)
Value$512.8K (+$296)
Filed 2026-11-02
Koesten, Hirschmann & Crabtree, Inc.
INCREASED
Shares7,362 from 7,332
Change+30 (+0%)
Value$512.2K (-$11.3K)
Filed 2026-10-13
Sunbeam Capital Management, LLC
DECREASED
Shares7,350 from 8,244
Change-894 (-11%)
Value$511.4K (-$77.2K)
Filed 2026-11-05
Arch Global Advisors, LLC
INCREASED
Shares7,348 from 7,233
Change+115 (+2%)
Value$511.3K (-$5.2K)
Filed 2026-10-23
LexAurum Advisors, LLC
INCREASED
Shares7,326 from 5,375
Change+1,951 (+36%)
Value$509.7K (+$126.0K)
Filed 2026-10-19
Hudock, Inc.
INCREASED
Shares7,284 from 5,618
Change+1,666 (+30%)
Value$506.9K (+$105.7K)
Filed 2026-10-14
Merrion Investment Management Co, LLC
DECREASED
Shares7,275 from 10,375
Change-3,100 (-30%)
Value$506.2K (-$234.6K)
Filed 2026-10-16
Northern Lights Advisors, Inc.
INCREASED
Shares7,270 from 7,178
Change+92 (+1%)
Value$505.8K (-$6.7K)
Filed 2026-10-21
Virtue Capital Management, LLC
DECREASED
Shares7,257 from 10,896
Change-3,639 (-33%)
Value$504.9K (-$273.0K)
Filed 2026-10-29
Financial Insights, Inc.
INCREASED
Shares7,236 from 5,670
Change+1,566 (+28%)
Value$503.5K (+$98.6K)
Filed 2026-10-27
MBL Wealth, LLC
DECREASED
Shares7,235 from 8,265
Change-1,030 (-12%)
Value$503.4K (-$86.7K)
Filed 2026-10-22
Schneider Downs Wealth Management Advisors, LP
INCREASED
Shares7,220 from 6,200
Change+1,020 (+16%)
Value$502.4K (+$59.7K)
Filed 2026-10-27
Centennial Wealth Advisory LLC
DECREASED
Shares7,198 from 7,737
Change-539 (-7%)
Value$500.8K (-$51.6K)
Filed 2026-10-16
Clifford Swan Investment Counsel LLC
DECREASED
Shares7,191 from 7,288
Change-97 (-1%)
Value$500.4K (-$20.0K)
Filed 2026-11-05
Foster Group, Inc.
DECREASED
Shares7,171 from 7,560
Change-389 (-5%)
Value$499.0K (-$40.8K)
Filed 2026-10-13
Breakwater Capital Group
DECREASED
Shares7,156 from 7,690
Change-534 (-7%)
Value$497.9K (-$51.2K)
Filed 2026-10-09
626 Financial, LLC
INCREASED
Shares7,148 from 7,043
Change+105 (+1%)
Value$497.4K (-$5.5K)
Filed 2026-11-04
Paladin Wealth, LLC
INCREASED
Shares7,146 from 6,220
Change+926 (+15%)
Value$497.2K (+$53.1K)
Filed 2026-10-23
Samalin Investment Counsel, LLC
INCREASED
Shares7,140 from 6,780
Change+360 (+5%)
Value$496.8K (+$12.7K)
Filed 2026-10-23
Kelleher Financial Advisors
DECREASED
Shares7,133 from 19,879
Change-12,746 (-64%)
Value$496.3K (-$923.0K)
Filed 2026-10-30
PFG Advisors
DECREASED
Shares7,125 from 7,585
Change-460 (-6%)
Value$495.8K (-$45.8K)
Filed 2026-10-16
Total Clarity Wealth Management, Inc.
DECREASED
Shares7,120 from 8,447
Change-1,327 (-16%)
Value$495.4K (-$107.7K)
Filed 2026-10-26
University of Texas S AM Investment Management Co
INCREASED
Shares7,114 from 2,961
Change+4,153 (+140%)
Value$495.0K (+$283.6K)
Filed 2026-11-03
15 Wealth Advisors LLC
NEW
Shares7,100
Change+7,100
Value$494.0K
Filed 2026-10-14
Joseph P. Lucia & Associates, LLC
UNCHANGED
Shares7,096 from 7,096
Change0 (0%)
Value$493.7K (-$12.9K)
Filed 2026-10-30
Enterprise Financial Services Corp
DECREASED
Shares7,083 from 7,340
Change-257 (-3%)
Value$492.8K (-$31.2K)
Filed 2026-11-03
Sulzberger Capital Advisors, Inc.
INCREASED
Shares7,081 from 6,766
Change+315 (+5%)
Value$492.7K (+$9.6K)
Filed 2026-10-20
Missouri Trust & Investment Co
DECREASED
Shares7,055 from 7,200
Change-145 (-2%)
Value$490.9K (-$25.4K)
Filed 2026-11-04
Redhawk Wealth Advisors, Inc.
INCREASED
Shares7,017 from 6,642
Change+375 (+6%)
Value$488.2K (+$14.0K)
Filed 2026-10-14
Birch Financial Group, LLC
DECREASED
Shares7,000 from 8,465
Change-1,465 (-17%)
Value$487.1K (-$117.3K)
Filed 2026-10-27
Emergent Wealth Advisors, LLC
INCREASED
Shares6,994 from 3,162
Change+3,832 (+121%)
Value$486.7K (+$214.9K)
Filed 2026-10-09
Boltwood Capital Management
INCREASED
Shares6,929 from 6,647
Change+282 (+4%)
Value$482.1K (+$7.5K)
Filed 2026-10-02
Outlook Wealth Advisors, LLC
DECREASED
Shares6,915 from 7,565
Change-650 (-9%)
Value$481.1K (-$59.0K)
Filed 2026-10-28
Montis Financial, LLC
INCREASED
Shares6,831 from 6,620
Change+211 (+3%)
Value$475.3K (+$2.6K)
Filed 2026-11-04
Optima Capital LLC
NEW
Shares6,821
Change+6,821
Value$474.6K
Filed 2026-10-29
Founders Capital Management, LLC
NEW
Shares6,794
Change+6,794
Value$472.7K
Filed 2026-10-23
ProCore Advisors, LLC
INCREASED
Shares6,793 from 4,830
Change+1,963 (+41%)
Value$472.7K (+$127.8K)
Filed 2026-10-14
Acropolis Investment Management, LLC
INCREASED
Shares6,791 from 4,589
Change+2,202 (+48%)
Value$472.5K (+$144.9K)
Filed 2026-10-08
Tufton Capital Management
DECREASED
Shares6,790 from 6,990
Change-200 (-3%)
Value$472 (-$498.5K)
Filed 2026-10-20
Heritage Family Offices, LLP
INCREASED
Shares6,784 from 5,943
Change+841 (+14%)
Value$472.0K (+$47.7K)
Filed 2026-11-02
Five Oceans Advisors
DECREASED
Shares6,732 from 7,056
Change-324 (-5%)
Value$468.4K (-$35.4K)
Filed 2026-10-22
Darrow Company, Inc.
DECREASED
Shares6,700 from 6,715
Change-15 (0%)
Value$466.2K (-$13.3K)
Filed 2026-10-22
Stiles Financial Services Inc
DECREASED
Shares6,698 from 6,945
Change-247 (-4%)
Value$466.0K (-$29.8K)
Filed 2026-10-30
Triangle Securities Wealth Management
INCREASED
Shares6,670 from 4,645
Change+2,025 (+44%)
Value$464.1K (+$132.4K)
Filed 2026-10-14
Green Ridge Wealth Planning LLC
DECREASED
Shares6,669 from 7,395
Change-726 (-10%)
Value$464.0K (-$64.0K)
Filed 2026-10-08
Equita Financial Network, Inc.
DECREASED
Shares6,660 from 7,006
Change-346 (-5%)
Value$463.4K (-$36.8K)
Filed 2026-10-19
Cannon Capital Management, Inc.
INCREASED
Shares6,649 from 4,133
Change+2,516 (+61%)
Value$462.7K (+$167.6K)
Filed 2026-11-03
Bison Wealth, LLC
DECREASED
Shares6,644 from 10,412
Change-3,768 (-36%)
Value$469.2K (-$322.4K)
Filed 2026-10-13
Integrity Investment Advisors, LLC
INCREASED
Shares6,607 from 6,286
Change+321 (+5%)
Value$459.7K (+$10.9K)
Filed 2026-11-03
New Covenant Trust Company, N.A.
INCREASED
Shares6,597 from 6,001
Change+596 (+10%)
Value$459.0K (+$30.5K)
Filed 2026-10-08
Old Port Advisors
INCREASED
Shares6,571 from 6,492
Change+79 (+1%)
Value$457.2K (-$6.3K)
Filed 2026-10-23
Winthrop Advisory Group LLC
INCREASED
Shares6,567 from 5,731
Change+836 (+15%)
Value$456.9K (+$47.7K)
Filed 2026-10-22
Cathy Pareto & Associates, Inc
INCREASED
Shares6,539 from 6,429
Change+110 (+2%)
Value$455.0K (-$4.0K)
Filed 2026-10-15
Strengthening Families & Communities, LLC
UNCHANGED
Shares6,533 from 6,533
Change0 (0%)
Value$454.6K (-$11.9K)
Filed 2026-10-21
Opal Wealth Advisors, LLC
DECREASED
Shares6,487 from 6,728
Change-241 (-4%)
Value$451.4K (-$29.0K)
Filed 2026-10-16
Convergence Financial, LLC
DECREASED
Shares6,468 from 11,692
Change-5,224 (-45%)
Value$450.0K (-$384.8K)
Filed 2026-10-27
Horizon Wealth Management, LLC
INCREASED
Shares6,455 from 6,055
Change+400 (+7%)
Value$449.1K (+$16.8K)
Filed 2026-11-02
Castle Rock Wealth Management, LLC
INCREASED
Shares6,446 from 6,339
Change+107 (+2%)
Value$442.8K (-$27.5K)
Filed 2026-10-09
Emerald Advisors, LLC
DECREASED
Shares6,441 from 8,441
Change-2,000 (-24%)
Value$448.2K (-$154.5K)
Filed 2026-10-13
Ejmk Ventures LLC
INCREASED
Shares6,433 from 6,276
Change+157 (+3%)
Value$447.6K (-$498)
Filed 2026-10-21
Prevail Innovative Wealth Advisors, LLC
NEW
Shares6,431
Change+6,431
Value$448.2K
Filed 2026-10-20
Petros Family Wealth, LLC
INCREASED
Shares6,427 from 5,546
Change+881 (+16%)
Value$447.2K (+$51.2K)
Filed 2026-10-28
Stonebridge Financial Group, LLC
DECREASED
Shares6,404 from 6,764
Change-360 (-5%)
Value$445.6K (-$37.4K)
Filed 2026-10-01
Chiron Capital Management, LLC
INCREASED
Shares6,360 from 3,610
Change+2,750 (+76%)
Value$442.5K (+$184.8K)
Filed 2026-10-15
Symmetry Partners, LLC
INCREASED
Shares6,334 from 5,661
Change+673 (+12%)
Value$440.7K (+$36.5K)
Filed 2026-10-27
Hengehold Capital Management LLC
INCREASED
Shares6,320 from 5,577
Change+743 (+13%)
Value$439.8K (+$41.5K)
Filed 2026-10-16
Weil Company, Inc.
DECREASED
Shares6,312 from 6,451
Change-139 (-2%)
Value$439.2K (-$21.4K)
Filed 2026-10-14
Grandfield & Dodd, LLC
INCREASED
Shares6,293 from 4,993
Change+1,300 (+26%)
Value$437.9K (+$81.4K)
Filed 2026-10-29
Summit Securities Group LLC
INCREASED
Shares6,289 from 250
Change+6,039 (+2416%)
Value$437.6K (+$419.7K)
Filed 2026-11-05
October Effect Ltd
DECREASED
Shares6,288 from 8,350
Change-2,062 (-25%)
Value$437.5K (-$158.7K)
Filed 2026-10-20
Motive Wealth Advisors
INCREASED
Shares6,276 from 5,459
Change+817 (+15%)
Value$436.7K (+$46.9K)
Filed 2026-10-26
City Center Advisors, LLC
DECREASED
Shares6,272 from 9,445
Change-3,173 (-34%)
Value$436.4K (-$238.0K)
Filed 2026-10-08
Redwood Family Wealth LLC
INCREASED
Shares6,247 from 6,081
Change+166 (+3%)
Value$434.7K (+$483)
Filed 2026-10-20
Roxbury Financial LLC
INCREASED
Shares6,207 from 6,047
Change+160 (+3%)
Value$431.9K (+$127)
Filed 2026-10-01
Clear Wave Wealth Management LLC
DECREASED
Shares6,186 from 7,699
Change-1,513 (-20%)
Value$430.4K (-$119.3K)
Filed 2026-11-04
Vann Equity Management LLC
DECREASED
Shares6,123 from 12,222
Change-6,099 (-50%)
Value$426.0K (-$446.7K)
Filed 2026-10-08
McGlone Suttner Wealth Management, Inc.
INCREASED
Shares6,123 from 4,878
Change+1,245 (+26%)
Value$426.0K (+$77.7K)
Filed 2026-10-13
CFS Investment Advisory Services, LLC
DECREASED
Shares6,119 from 6,215
Change-96 (-2%)
Value$420.3K (-$62.3K)
Filed 2026-10-19
Olistico Wealth, LLC
INCREASED
Shares6,117 from 6,062
Change+55 (+1%)
Value$425.6K (-$7.2K)
Filed 2026-10-05
Summit Financial Strategies, Inc.
INCREASED
Shares6,093 from 5,807
Change+286 (+5%)
Value$424.0K (+$9.3K)
Filed 2026-10-14
Precedent Wealth Partners, LLC
INCREASED
Shares6,088 from 3,210
Change+2,878 (+90%)
Value$423.6K (+$194.4K)
Filed 2026-10-21
Western Pacific Wealth Management, LP
INCREASED
Shares6,060 from 3,500
Change+2,560 (+73%)
Value$421.7K (+$171.8K)
Filed 2026-10-16
Griffin Asset Management, Inc.
UNCHANGED
Shares6,060 from 6,060
Change0 (0%)
Value$421.7K (-$11.0K)
Filed 2026-10-22
Insight Wealth Strategies, LLC
INCREASED
Shares6,026 from 5,860
Change+166 (+3%)
Value$419.3K (-$15.5K)
Filed 2026-10-09
Fell Capital Management
DECREASED
Shares6,025 from 6,350
Change-325 (-5%)
Value$419.2K (-$34.2K)
Filed 2026-10-09
Solitude Financial Services
DECREASED
Shares6,020 from 6,080
Change-60 (-1%)
Value$418.9K (-$15.2K)
Filed 2026-10-26
Lodestar Private Asset Management LLC
UNCHANGED
Shares6,020 from 6,020
Change0 (0%)
Value$418.9K (-$11.0K)
Filed 2026-10-26
Signature Wealth Management Partners, LLC
INCREASED
Shares6,013 from 5,670
Change+343 (+6%)
Value$418.4K (+$13.5K)
Filed 2026-10-21
Waller Financial Planning Group, Inc
INCREASED
Shares6,001 from 5,740
Change+261 (+5%)
Value$417.6K (+$7.7K)
Filed 2026-10-07
Whitegate Investment Counselors, Inc.
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$417.5K (-$10.9K)
Filed 2026-11-02
Abner Herrman & Brock LLC
DECREASED
Shares5,991 from 239,607
Change-233,616 (-97%)
Value$417 (-$16.7K)
Filed 2026-10-20
NBH Bank
DECREASED
Shares5,985 from 5,991
Change-6 (0%)
Value$416.4K (-$11.3K)
Filed 2026-11-05
Prentice Wealth Management LLC
DECREASED
Shares5,983 from 6,189
Change-206 (-3%)
Value$416.3K (-$25.6K)
Filed 2026-10-20
Elm3 Financial Group, LLC
NEW
Shares5,972
Change+5,972
Value$415.5K
Filed 2026-10-07
Shepherd Financial Partners LLC
INCREASED
Shares5,968 from 5,944
Change+24 (+0%)
Value$415.3K (-$9.1K)
Filed 2026-11-03
Key Client Fiduciary Advisors, LLC
DECREASED
Shares5,947 from 7,940
Change-1,993 (-25%)
Value$413.8K (-$153.1K)
Filed 2026-10-19
Heck Capital Advisors, LLC
INCREASED
Shares5,943 from 5,328
Change+615 (+12%)
Value$413.5K (+$33.1K)
Filed 2026-10-14
Park Capital Management, LLC / WI
DECREASED
Shares5,930 from 6,073
Change-143 (-2%)
Value$412.6K (-$21.0K)
Filed 2026-10-13
Bear Mountain Capital, Inc.
UNCHANGED
Shares5,924 from 5,924
Change0 (0%)
Value$417.8K (-$17.8K)
Filed 2026-11-04
Lecap Asset Management LTD
NEW
Shares5,918
Change+5,918
Value$411.8K
Filed 2026-10-27
Duncker Streett & Co Inc
DECREASED
Shares5,911 from 9,247
Change-3,336 (-36%)
Value$411.3K (-$248.9K)
Filed 2026-10-27
MPS Loria Financial Planners, LLC
INCREASED
Shares5,910 from 5,360
Change+550 (+10%)
Value$411.2K (+$28.5K)
Filed 2026-10-14
Argos Wealth Advisors, LLC
DECREASED
Shares5,888 from 5,939
Change-51 (-1%)
Value$409.7K (-$14.4K)
Filed 2026-11-02
Keystone Wealth Services, LLC
DECREASED
Shares5,874 from 6,489
Change-615 (-9%)
Value$413.0K (-$50.4K)
Filed 2026-11-03
RAM Investment Partners, LLC
INCREASED
Shares5,872 from 5,824
Change+48 (+1%)
Value$408.6K (-$7.3K)
Filed 2026-10-21
Howard Financial Services, Ltd.
INCREASED
Shares5,860 from 4,767
Change+1,093 (+23%)
Value$407.7K (+$67.4K)
Filed 2026-10-15
Center for Financial Planning, Inc.
INCREASED
Shares5,844 from 4,850
Change+994 (+20%)
Value$406.6K (+$60.3K)
Filed 2026-10-26
Oakworth Capital, Inc.
DECREASED
Shares5,825 from 6,001
Change-176 (-3%)
Value$405.3K (-$30.4K)
Filed 2026-10-26
StoryOne LLC
NEW
Shares5,822
Change+5,822
Value$405.1K
Filed 2026-10-13
Sunpointe, LLC
DECREASED
Shares5,820 from 6,511
Change-691 (-11%)
Value$405.0K (-$59.9K)
Filed 2026-10-22
IFG Advisors, LLC
DECREASED
Shares5,781 from 5,831
Change-50 (-1%)
Value$402.2K (-$14.1K)
Filed 2026-10-15
Bill Few Associates, Inc.
INCREASED
Shares5,755 from 4,740
Change+1,015 (+21%)
Value$400.4K (+$62.0K)
Filed 2026-10-09
Nova Financial LLC
NEW
Shares5,735
Change+5,735
Value$399.0K
Filed 2026-11-04
Balefire, LLC
DECREASED
Shares5,721 from 8,079
Change-2,358 (-29%)
Value$398.1K (-$178.8K)
Filed 2026-10-09
Benchmark Financial Wealth Advisors, LLC
DECREASED
Shares5,720 from 6,860
Change-1,140 (-17%)
Value$398.0K (-$91.8K)
Filed 2026-10-20
Obermeyer Wealth Partners
DECREASED
Shares5,720 from 6,082
Change-362 (-6%)
Value$398.0K (-$36.3K)
Filed 2026-10-21
Schaper Benz & Wise Investment Counsel Inc
UNCHANGED
Shares5,710 from 5,710
Change0 (0%)
Value$397.3K (-$10.4K)
Filed 2026-10-09
Roof Eidam Maycock Peralta, LLC
UNCHANGED
Shares5,700 from 5,700
Change0 (0%)
Value$396.6K (-$10.4K)
Filed 2026-10-15
Benin Management Corp
INCREASED
Shares5,690 from 5,040
Change+650 (+13%)
Value$395.9K (+$36.1K)
Filed 2026-10-22
Allen Investment Management, LLC
INCREASED
Shares5,682 from 5,013
Change+669 (+13%)
Value$395.4K (+$37.4K)
Filed 2026-11-03
Financial Planning Hawaii, Inc.
INCREASED
Shares5,682 from 5,620
Change+62 (+1%)
Value$395.4K (-$5.9K)
Filed 2026-10-13
Worth Asset Management, LLC
INCREASED
Shares5,662 from 5,089
Change+573 (+11%)
Value$394.0K (+$30.6K)
Filed 2026-10-07
SLT Holdings LLC
NEW
Shares5,660
Change+5,660
Value$393.8K
Filed 2026-10-15
RED Lighthouse Investment Management, LLC
DECREASED
Shares5,654 from 5,662
Change-8 (0%)
Value$393.4K (-$10.9K)
Filed 2026-11-02
Live Oak Investment Partners
DECREASED
Shares5,643 from 5,753
Change-110 (-2%)
Value$392.6K (-$18.1K)
Filed 2026-10-23
SFI Advisors, LLC
UNCHANGED
Shares5,640 from 5,640
Change0 (0%)
Value$392.4K (-$10.3K)
Filed 2026-10-30
Wincap Financial LLC
DECREASED
Shares5,630 from 5,700
Change-70 (-1%)
Value$391.7K (-$15.2K)
Filed 2026-10-20
Cherrydale Wealth Management, LLC
INCREASED
Shares5,627 from 5,600
Change+27 (+0%)
Value$391.5K (-$8.3K)
Filed 2026-10-20
Quad-Cities Investment Group, LLC
DECREASED
Shares5,609 from 6,892
Change-1,283 (-19%)
Value$390.3K (-$101.8K)
Filed 2026-10-16
Oregon Pacific Wealth Management, LLC
INCREASED
Shares5,566 from 3,672
Change+1,894 (+52%)
Value$387.3K (+$125.1K)
Filed 2026-10-20
Salomon & Ludwin, LLC
INCREASED
Shares5,553 from 5,229
Change+324 (+6%)
Value$386.4K (-$1.6K)
Filed 2026-10-29
Carlson Financial, Inc.
DECREASED
Shares5,535 from 5,540
Change-5 (0%)
Value$385.1K (-$10.4K)
Filed 2026-11-05
EdgeRock Capital LLC
INCREASED
Shares5,516 from 4,456
Change+1,060 (+24%)
Value$383.8K (+$65.6K)
Filed 2026-11-03
BridgePort Financial Solutions, LLC
INCREASED
Shares5,513 from 5,139
Change+374 (+7%)
Value$383.6K (+$16.6K)
Filed 2026-11-02
Beacon Capital Management, LLC
DECREASED
Shares5,508 from 5,519
Change-11 (0%)
Value$383.2K (-$10.8K)
Filed 2026-10-23
Courier Capital LLC
INCREASED
Shares5,485 from 5,359
Change+126 (+2%)
Value$381.6K (-$987)
Filed 2026-10-19
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares5,480 from 5,480
Change0 (0%)
Value$381.3K (-$10.0K)
Filed 2026-10-30
Warren Street Wealth Advisors, LLC
DECREASED
Shares5,459 from 5,688
Change-229 (-4%)
Value$379.8K (-$26.3K)
Filed 2026-11-04
Whelan Financial
INCREASED
Shares5,457 from 3,988
Change+1,469 (+37%)
Value$379.7K (+$95.0K)
Filed 2026-10-28
Latitude Advisors, LLC
DECREASED
Shares5,446 from 6,418
Change-972 (-15%)
Value$378.9K (-$79.3K)
Filed 2026-10-27
Washington Trust Advisors, Inc.
DECREASED
Shares5,445 from 6,719
Change-1,274 (-19%)
Value$378.9K (-$100.9K)
Filed 2026-10-22
West Wealth Group, LLC
DECREASED
Shares5,431 from 5,487
Change-56 (-1%)
Value$377.9K (-$13.9K)
Filed 2026-10-14
Investmark Advisory Group LLC
DECREASED
Shares5,410 from 5,430
Change-20 (0%)
Value$376.4K (-$11.3K)
Filed 2026-10-27
Independent Wealth Network Inc.
DECREASED
Shares5,405 from 6,002
Change-597 (-10%)
Value$376.1K (-$52.5K)
Filed 2026-10-19
Allen Capital Group, LLC
INCREASED
Shares5,400 from 4,464
Change+936 (+21%)
Value$375.7K (+$57.0K)
Filed 2026-10-27
Arkfeld Wealth Strategies, L.L.C.
NEW
Shares5,394
Change+5,394
Value$376.0K
Filed 2026-10-19
Archer Investment Corp
INCREASED
Shares5,394 from 4,290
Change+1,104 (+26%)
Value$375.3K (+$69.0K)
Filed 2026-11-05
Seven Mile Advisory
DECREASED
Shares5,385 from 5,667
Change-282 (-5%)
Value$374.7K (-$29.9K)
Filed 2026-10-22
Quartz Partners, LLC
NEW
Shares5,384
Change+5,384
Value$374.6K
Filed 2026-11-03
LeConte Wealth Management, LLC
INCREASED
Shares5,375 from 5,178
Change+197 (+4%)
Value$374.0K (+$4.3K)
Filed 2026-10-20
Retirement Solution LLC
DECREASED
Shares5,369 from 5,372
Change-3 (0%)
Value$373.6K (-$10.0K)
Filed 2026-10-27
Lauer Wealth, LLC
NEW
Shares5,336
Change+5,336
Value$381.9K
Filed 2026-10-13
Meriwether Wealth & Planning, LLC
NEW
Shares5,328
Change+5,328
Value$370.7K
Filed 2026-10-13
Phillips Financial Management, LLC
INCREASED
Shares5,321 from 5,236
Change+85 (+2%)
Value$370.2K (-$3.6K)
Filed 2026-10-19
JFS Wealth Advisors, LLC
DECREASED
Shares5,315 from 5,389
Change-74 (-1%)
Value$369.8K (-$15.0K)
Filed 2026-11-03
Raleigh Capital Management Inc.
INCREASED
Shares5,305 from 816
Change+4,489 (+550%)
Value$369.1K (+$310.9K)
Filed 2026-10-28
Cypress Asset Management Inc
DECREASED
Shares5,295 from 10,945
Change-5,650 (-52%)
Value$368.4K (-$413.0K)
Filed 2026-10-09
David J Yvars Group
DECREASED
Shares5,290 from 5,865
Change-575 (-10%)
Value$368.1K (-$50.7K)
Filed 2026-10-09
Selective Wealth Management, Inc.
INCREASED
Shares5,290 from 4,797
Change+493 (+10%)
Value$384.1K (+$53.3K)
Filed 2026-10-16
Richards, Merrill & Peterson, Inc.
INCREASED
Shares5,263 from 5,255
Change+8 (+0%)
Value$366.2K (-$9.0K)
Filed 2026-10-19
First Bank & Trust
DECREASED
Shares5,261 from 10,690
Change-5,429 (-51%)
Value$366.1K (-$397.2K)
Filed 2026-10-19
Armstrong Advisory Group, Inc
DECREASED
Shares5,259 from 6,068
Change-809 (-13%)
Value$365.9K (-$67.3K)
Filed 2026-10-09
Argus Investors' Counsel, Inc.
DECREASED
Shares5,257 from 5,298
Change-41 (-1%)
Value$365.8K (-$12.5K)
Filed 2026-10-09
Capstone Capital Management Ltd
DECREASED
Shares5,256 from 10,948
Change-5,692 (-52%)
Value$365.7K (-$416.0K)
Filed 2026-10-21
Lord & Richards Wealth Management, LLC
INCREASED
Shares5,255 from 4,743
Change+512 (+11%)
Value$365.6K (+$27.0K)
Filed 2026-10-14
Watershed Private Wealth LLC
DECREASED
Shares5,250 from 7,910
Change-2,660 (-34%)
Value$365.3K (-$199.5K)
Filed 2026-10-30
1900 Wealth Management LLC
NEW
Shares5,232
Change+5,232
Value$364.0K
Filed 2026-10-13
Atala Financial Inc
INCREASED
Shares5,229 from 5,029
Change+200 (+4%)
Value$363.8K (+$4.8K)
Filed 2026-10-22
Garner Asset Management Corp
DECREASED
Shares5,227 from 6,714
Change-1,487 (-22%)
Value$334.0K (-$131.1K)
Filed 2026-10-30
Harold Davidson & Associates Inc.
DECREASED
Shares5,179 from 5,469
Change-290 (-5%)
Value$360.4K (-$30.1K)
Filed 2026-10-29
Investors Research Corp
UNCHANGED
Shares5,174 from 5,174
Change0 (0%)
Value$360.0K (-$9.4K)
Filed 2026-10-07
Targeted Financial Services LLC
UNCHANGED
Shares5,135 from 5,135
Change0 (0%)
Value$357.3K (-$9.3K)
Filed 2026-10-19
Ullmann Wealth Partners Group, LLC
INCREASED
Shares5,126 from 4,899
Change+227 (+5%)
Value$356.7K (+$6.9K)
Filed 2026-11-02
TritonPoint Partners, LLC
DECREASED
Shares5,118 from 16,123
Change-11,005 (-68%)
Value$356.1K (-$795.1K)
Filed 2026-11-05
LifeWealth Investments, LLC
NEW
Shares5,105
Change+5,105
Value$355.2K
Filed 2026-10-21
LifeSteps Financial, Inc.
DECREASED
Shares5,092 from 5,208
Change-116 (-2%)
Value$354.3K (-$17.5K)
Filed 2026-10-15
Almanack Investment Partners, Llc.
INCREASED
Shares5,075 from 4,256
Change+819 (+19%)
Value$353.1K (+$49.2K)
Filed 2026-11-03
Tctc Holdings, LLC
INCREASED
Shares5,042 from 4,745
Change+297 (+6%)
Value$350.8K (+$12.0K)
Filed 2026-11-02
Lynx Investment Advisory
DECREASED
Shares5,016 from 6,732
Change-1,716 (-25%)
Value$349.0K (-$131.7K)
Filed 2026-10-27
Emprise Bank
UNCHANGED
Shares5,010 from 5,010
Change0 (0%)
Value$348.6K (-$9.1K)
Filed 2026-10-07
Hardworking Capital Advisors, LLC
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$347.9K (-$9.1K)
Filed 2026-10-20
WPG Advisers, LLC
INCREASED
Shares4,993 from 4,870
Change+123 (+3%)
Value$347.4K (-$305)
Filed 2026-10-27
Ameliora Wealth Management Ltd.
DECREASED
Shares4,990 from 5,740
Change-750 (-13%)
Value$347.2K (-$62.6K)
Filed 2026-10-23
Finer Wealth Management, Inc.
DECREASED
Shares4,956 from 4,986
Change-30 (-1%)
Value$344.8K (-$11.2K)
Filed 2026-10-16
Cutler Investment Counsel LLC
INCREASED
Shares4,950 from 4,770
Change+180 (+4%)
Value$344.4K (+$3.8K)
Filed 2026-10-28
Financial Management Network Inc
DECREASED
Shares4,932 from 7,413
Change-2,481 (-33%)
Value$330.7K (-$180.4K)
Filed 2026-10-09
Veratis Advisors, Inc.
DECREASED
Shares4,930 from 5,430
Change-500 (-9%)
Value$343.0K (-$44.7K)
Filed 2026-11-03
Barlow Wealth Partners, LLC
DECREASED
Shares4,930 from 5,070
Change-140 (-3%)
Value$338.6K (-$44.6K)
Filed 2026-10-15
Spectrum Planning & Advisory Services Inc.
NEW
Shares4,915
Change+4,915
Value$342.0K
Filed 2026-11-05
World Equity Group, Inc.
DECREASED
Shares4,911 from 7,478
Change-2,567 (-34%)
Value$341.7K (-$192.2K)
Filed 2026-10-14
Atwater Malick LLC
DECREASED
Shares4,906 from 4,959
Change-53 (-1%)
Value$341.4K (-$12.7K)
Filed 2026-10-15
Wealth Group, Ltd.
DECREASED
Shares4,902 from 9,420
Change-4,518 (-48%)
Value$341 (-$672.7K)
Filed 2026-10-30
Avantra Family Wealth, Inc.
DECREASED
Shares4,900 from 6,719
Change-1,819 (-27%)
Value$340.9K (-$138.8K)
Filed 2026-10-20
Caliber Wealth Management, LLC / KS
DECREASED
Shares4,882 from 5,237
Change-355 (-7%)
Value$339.7K (-$34.2K)
Filed 2026-11-04
PCG Asset Management, LLC
NEW
Shares4,878
Change+4,878
Value$339.4K
Filed 2026-11-05
Unified Investment Management
UNCHANGED
Shares4,875 from 4,875
Change0 (0%)
Value$339.2K (-$8.9K)
Filed 2026-10-14
Rosenberg Matthew Hamilton
DECREASED
Shares4,857 from 4,927
Change-70 (-1%)
Value$338.0K (-$13.8K)
Filed 2026-10-05
Entrewealth, LLC
INCREASED
Shares4,833 from 4,299
Change+534 (+12%)
Value$336.3K (+$19.5K)
Filed 2026-10-14
Elevated Financial Group LLC
DECREASED
Shares4,812 from 7,808
Change-2,996 (-38%)
Value$334.8K (-$222.7K)
Filed 2026-10-16
GenWealth Group, Inc.
DECREASED
Shares4,788 from 5,242
Change-454 (-9%)
Value$333.1K (-$41.1K)
Filed 2026-10-16
Box Hill Private Wealth LLC
DECREASED
Shares4,778 from 5,076
Change-298 (-6%)
Value$332.5K (-$30.0K)
Filed 2026-10-05
J.M. Arbour, LLC
INCREASED
Shares4,728 from 3,443
Change+1,285 (+37%)
Value$329.0K (+$83.1K)
Filed 2026-11-05
WealthCare Investment Partners, LLC
UNCHANGED
Shares4,720 from 4,720
Change0 (0%)
Value$328.4K (-$8.6K)
Filed 2026-11-05
First County Bank
NEW
Shares4,716
Change+4,716
Value$328.1K
Filed 2026-10-13
Grey Ledge Advisors, LLC
INCREASED
Shares4,709 from 4,626
Change+83 (+2%)
Value$327.7K (-$2.6K)
Filed 2026-11-02
Acorn Financial Advisory Services Inc
NEW
Shares4,703
Change+4,703
Value$327.3K
Filed 2026-11-02
FAI Advisors, Inc.
INCREASED
Shares4,703 from 4,566
Change+137 (+3%)
Value$327.2K (+$1.2K)
Filed 2026-10-27
Stevens Capital Partners
NEW
Shares4,701
Change+4,701
Value$327.1K
Filed 2026-10-29
IVC Wealth Advisors LLC
DECREASED
Shares4,694 from 13,398
Change-8,704 (-65%)
Value$326.6K (-$630.0K)
Filed 2026-10-23
Garrett Wealth Advisory Group, LLC
INCREASED
Shares4,672 from 4,357
Change+315 (+7%)
Value$325.1K (+$14.0K)
Filed 2026-10-22
Financial Management Professionals, Inc.
INCREASED
Shares4,663 from 4,458
Change+205 (+5%)
Value$324.5K (+$6.2K)
Filed 2026-10-23
Sutton Place Investors LLC
DECREASED
Shares4,662 from 4,834
Change-172 (-4%)
Value$324.4K (-$20.8K)
Filed 2026-10-20
Hutchens & Kramer Investment Management Group, LLC
DECREASED
Shares4,650 from 7,620
Change-2,970 (-39%)
Value$323.5K (-$220.5K)
Filed 2026-10-16
Lighthouse Wealth Management Inc.
UNCHANGED
Shares4,648 from 4,648
Change0 (0%)
Value$323.4K (-$8.5K)
Filed 2026-10-13
Broadway Wealth Solutions, Inc.
INCREASED
Shares4,640 from 4,140
Change+500 (+12%)
Value$322.9K (+$27.3K)
Filed 2026-10-21
Sigma Investment Counselors Inc
INCREASED
Shares4,639 from 3,915
Change+724 (+18%)
Value$322.8K (+$43.3K)
Filed 2026-10-27
Leonard Rickey Investment Advisors P.L.L.C.
NEW
Shares4,612
Change+4,612
Value$320.9K
Filed 2026-10-29
Schear Investment Advisers, LLC
NEW
Shares4,605
Change+4,605
Value$320.4K
Filed 2026-10-14
Tempo Wealth, LLC
DECREASED
Shares4,605 from 4,686
Change-81 (-2%)
Value$320.4K (-$14.2K)
Filed 2026-10-14
Matauro, LLC
NEW
Shares4,604
Change+4,604
Value$320.3K
Filed 2026-11-03
Helium Advisors LLC
INCREASED
Shares4,603 from 3,760
Change+843 (+22%)
Value$320.3K (+$51.8K)
Filed 2026-10-23
MN Wealth Advisors, LLC
DECREASED
Shares4,601 from 4,923
Change-322 (-7%)
Value$320.1K (-$31.4K)
Filed 2026-10-23
Abound Wealth Management
DECREASED
Shares4,600 from 4,776
Change-176 (-4%)
Value$320.0K (-$20.9K)
Filed 2026-10-26
Paradigm Asset Management Co LLC
UNCHANGED
Shares4,600 from 4,600
Change0 (0%)
Value$320.1K (-$8.4K)
Filed 2026-11-05
Key FInancial Inc
INCREASED
Shares4,593 from 4,410
Change+183 (+4%)
Value$319.6K (+$4.7K)
Filed 2026-11-02
Livet Wealth, LLC
INCREASED
Shares4,586 from 3,995
Change+591 (+15%)
Value$319.1K (+$33.9K)
Filed 2026-10-27
Warwick Investment Management, Inc.
DECREASED
Shares4,584 from 4,663
Change-79 (-2%)
Value$319.0K (-$14.0K)
Filed 2026-10-19
Mystic Asset Management, Inc.
INCREASED
Shares4,580 from 3,435
Change+1,145 (+33%)
Value$318.7K (+$73.4K)
Filed 2026-10-15
LCM Capital Management Inc
INCREASED
Shares4,564 from 4,404
Change+160 (+4%)
Value$317.6K (+$3.1K)
Filed 2026-10-20
ERn Financial, LLC
DECREASED
Shares4,554 from 4,728
Change-174 (-4%)
Value$316.9K (-$20.7K)
Filed 2026-10-28
Cassia Capital Partners, LLC
DECREASED
Shares4,546 from 15,470
Change-10,924 (-71%)
Value$316.3K (-$788.3K)
Filed 2026-11-04
Colonial River Investments, LLC
DECREASED
Shares4,523 from 17,462
Change-12,939 (-74%)
Value$314.7K (-$932.1K)
Filed 2026-10-19
4J Wealth Management LLC
INCREASED
Shares4,523 from 4,080
Change+443 (+11%)
Value$314.7K (+$23.4K)
Filed 2026-11-02
Foguth Wealth Management, Llc.
DECREASED
Shares4,504 from 4,767
Change-263 (-6%)
Value$317.7K (-$4.6K)
Filed 2026-10-19
Van Cleef Asset Management,Inc
DECREASED
Shares4,500 from 5,200
Change-700 (-13%)
Value$313.1K (-$58.2K)
Filed 2026-10-20
Community Bank & Trust, Waco, Texas
UNCHANGED
Shares4,500 from 4,500
Change0 (0%)
Value$313 (-$320.7K)
Filed 2026-10-19
Wormser Freres Gestion
NEW
Shares4,496
Change+4,496
Value$312.8K
Filed 2026-10-21
PW Nova Financial Services LLC
DECREASED
Shares4,485 from 16,572
Change-12,087 (-73%)
Value$312.1K (-$871.2K)
Filed 2026-10-15
Beverly Hills Private Wealth, LLC
DECREASED
Shares4,480 from 7,048
Change-2,568 (-36%)
Value$311.7K (-$191.5K)
Filed 2026-11-04
Kooman & Associates
INCREASED
Shares4,474 from 4,432
Change+42 (+1%)
Value$311.3K (-$5.1K)
Filed 2026-10-21
Commons Capital, LLC
DECREASED
Shares4,464 from 4,889
Change-425 (-9%)
Value$310.6K (-$38.4K)
Filed 2026-11-05
TigerOak Management, L.L.C.
INCREASED
Shares4,457 from 3,697
Change+760 (+21%)
Value$310.1K (+$46.2K)
Filed 2026-10-23
Affiance Financial, LLC
INCREASED
Shares4,451 from 4,214
Change+237 (+6%)
Value$309.7K (+$8.8K)
Filed 2026-10-15
Montz Harcus Wealth Management LLC
DECREASED
Shares4,445 from 4,534
Change-89 (-2%)
Value$309.3K (-$14.4K)
Filed 2026-10-09
Nolet Wealth Management, LLC
NEW
Shares4,444
Change+4,444
Value$309.2K
Filed 2026-10-15
Dupree Financial Group, LLC
INCREASED
Shares4,418 from 3,140
Change+1,278 (+41%)
Value$307.4K (+$83.2K)
Filed 2026-10-09
Highline Wealth Partners LLC
INCREASED
Shares4,407 from 4,260
Change+147 (+3%)
Value$306.6K (+$2.5K)
Filed 2026-10-19
Chapin Davis, Inc.
NEW
Shares4,404
Change+4,404
Value$306.4K
Filed 2026-10-09
waypoint wealth counsel
INCREASED
Shares4,391 from 4,388
Change+3 (+0%)
Value$305.5K (-$7.8K)
Filed 2026-10-22
Pacific Capital Wealth Advisors, Inc.
NEW
Shares4,387
Change+4,387
Value$305.2K
Filed 2026-10-22
Silver Grove Financial Group, Inc.
INCREASED
Shares4,383 from 3,956
Change+427 (+11%)
Value$305.0K (+$22.5K)
Filed 2026-11-05
Veracity Capital LLC
DECREASED
Shares4,382 from 4,477
Change-95 (-2%)
Value$304.9K (-$14.8K)
Filed 2026-10-08
Values Added Financial LLC
INCREASED
Shares4,365 from 3,938
Change+427 (+11%)
Value$303.7K (+$22.5K)
Filed 2026-10-28
BAM Wealth Management, LLC
DECREASED
Shares4,358 from 4,525
Change-167 (-4%)
Value$303.2K (-$19.9K)
Filed 2026-10-15
LifeGoal Investments, LLC
INCREASED
Shares4,351 from 3,631
Change+720 (+20%)
Value$302.7K (+$43.5K)
Filed 2026-10-09
Centerpoint Advisory Group
DECREASED
Shares4,350 from 6,350
Change-2,000 (-31%)
Value$302.7K (-$150.7K)
Filed 2026-10-23
JB Capital LLC
DECREASED
Shares4,326 from 4,593
Change-267 (-6%)
Value$301.0K (-$26.9K)
Filed 2026-10-19
Unique Wealth, LLC
INCREASED
Shares4,322 from 3,897
Change+425 (+11%)
Value$300.7K (+$22.5K)
Filed 2026-10-16
Marathon Capital Management
INCREASED
Shares4,315 from 4,101
Change+214 (+5%)
Value$300.2K (+$7.4K)
Filed 2026-10-23
WealthPLAN Partners, LLC
DECREASED
Shares4,314 from 5,136
Change-822 (-16%)
Value$300.2K (-$66.5K)
Filed 2026-10-15
Reynders McVeigh Capital Management, LLC
DECREASED
Shares4,309 from 5,059
Change-750 (-15%)
Value$299.8K (-$61.2K)
Filed 2026-10-30
Hartmann Taylor Wealth Management, LLC
DECREASED
Shares4,300 from 4,945
Change-645 (-13%)
Value$299.2K (-$176.3K)
Filed 2026-10-14
Narwhal Capital Management
DECREASED
Shares4,269 from 66,575
Change-62,306 (-94%)
Value$297.0K (-$4.5M)
Filed 2026-11-04
United Capital Management of KS, Inc.
UNCHANGED
Shares4,245 from 4,245
Change0 (0%)
Value$295.4K (-$7.7K)
Filed 2026-11-04
Exchange Bank
DECREASED
Shares4,240 from 4,250
Change-10 (0%)
Value$295.0K (-$8.4K)
Filed 2026-10-07
Financial Council, LLC
UNCHANGED
Shares4,230 from 4,230
Change0 (0%)
Value$294.3K (-$7.7K)
Filed 2026-11-02
Midwest Professional Planners, Ltd.
INCREASED
Shares4,225 from 3,746
Change+479 (+13%)
Value$294.0K (+$26.5K)
Filed 2026-10-29
MCF Advisors LLC
INCREASED
Shares4,220 from 2,675
Change+1,545 (+58%)
Value$293.6K (+$102.6K)
Filed 2026-10-28
Optivise Advisory Services LLC
INCREASED
Shares4,219 from 3,263
Change+956 (+29%)
Value$293.5K (+$60.6K)
Filed 2026-10-19
Piedmont Capital Management, LLC
INCREASED
Shares4,217 from 3,861
Change+356 (+9%)
Value$293.4K (+$17.7K)
Filed 2026-10-21
Capital Advisors, Ltd. LLC
DECREASED
Shares4,207 from 4,271
Change-64 (-1%)
Value$293 (-$12)
Filed 2026-10-27
Fortitude Advisory Group L.L.C.
DECREASED
Shares4,202 from 4,263
Change-61 (-1%)
Value$292.4K (-$12.0K)
Filed 2026-10-15
Foresight Capital Management Advisors, Inc.
INCREASED
Shares4,197 from 3,855
Change+342 (+9%)
Value$292.0K (+$16.8K)
Filed 2026-10-27
Investment Research Partners LLC
INCREASED
Shares4,196 from 3,851
Change+345 (+9%)
Value$292.0K (+$17.0K)
Filed 2026-10-19
Clearwave Capital, LLC
INCREASED
Shares4,191 from 3,183
Change+1,008 (+32%)
Value$291.6K (+$64.3K)
Filed 2026-10-27
RVW Wealth, LLC
INCREASED
Shares4,188 from 3,944
Change+244 (+6%)
Value$291.4K (+$9.8K)
Filed 2026-10-06
Clear Point Advisors Inc.
INCREASED
Shares4,185 from 3,935
Change+250 (+6%)
Value$291.2K (+$10.2K)
Filed 2026-10-30
Clay Northam Wealth Management, LLC
INCREASED
Shares4,179 from 4,108
Change+71 (+2%)
Value$290.8K (-$2.5K)
Filed 2026-10-13
Boyce & Associates Wealth Consulting, Inc.
INCREASED
Shares4,170 from 4,020
Change+150 (+4%)
Value$290.1K (+$3.1K)
Filed 2026-10-14
Gallacher Capital Management LLC
DECREASED
Shares4,129 from 4,917
Change-788 (-16%)
Value$287.3K (-$63.8K)
Filed 2026-10-30
Parkshore Wealth Management, Inc.
UNCHANGED
Shares4,120 from 4,120
Change0 (0%)
Value$286.7K (-$7.5K)
Filed 2026-10-13
Investment Partners, Ltd.
NEW
Shares4,116
Change+4,116
Value$286.4K
Filed 2026-10-29
Zega Investments, LLC
DECREASED
Shares4,114 from 11,346
Change-7,232 (-64%)
Value$286.3K (-$523.8K)
Filed 2026-11-04
Credit Capital Investments LLC
UNCHANGED
Shares4,100 from 4,100
Change0 (0%)
Value$285.3K (-$7.5K)
Filed 2026-10-22
Gilman Hill Asset Management, LLC
INCREASED
Shares4,096 from 3,846
Change+250 (+7%)
Value$285.0K (+$10.4K)
Filed 2026-10-13
Lewis Asset Management, LLC
DECREASED
Shares4,091 from 8,087
Change-3,996 (-49%)
Value$284.6K (-$292.8K)
Filed 2026-10-14
Kaizen Financial Strategies
DECREASED
Shares4,081 from 4,601
Change-520 (-11%)
Value$284.0K (-$57.4K)
Filed 2026-10-09
Founders Grove Wealth Partners, LLC
DECREASED
Shares4,076 from 4,798
Change-722 (-15%)
Value$283.6K (-$59.0K)
Filed 2026-10-16
Toth Financial Advisory Corp
DECREASED
Shares4,063 from 5,147
Change-1,084 (-21%)
Value$282.7K (-$84.8K)
Filed 2026-10-08
Markowski Investments
INCREASED
Shares4,052 from 3,763
Change+289 (+8%)
Value$281.9K (+$13.3K)
Filed 2026-10-30
Byrne Asset Management LLC
DECREASED
Shares4,048 from 4,068
Change-20 (0%)
Value$274.7K (-$15.8K)
Filed 2026-10-06
Braun-Bostich & Associates Inc.
INCREASED
Shares4,043 from 3,919
Change+124 (+3%)
Value$281.3K (+$1.5K)
Filed 2026-10-20
Eagle Strategies LLC
INCREASED
Shares4,040 from 4,021
Change+19 (+0%)
Value$281.1K (-$6.0K)
Filed 2026-10-16
Asset Advisory Group, Inc.
UNCHANGED
Shares4,040 from 4,040
Change0 (0%)
Value$281.1K (-$7.4K)
Filed 2026-10-20
Aletheian Wealth Advisors LLC
INCREASED
Shares4,034 from 3,848
Change+186 (+5%)
Value$280.7K (+$5.9K)
Filed 2026-10-08
Stronghold Wealth Management L.L.C.
INCREASED
Shares4,033 from 3,296
Change+737 (+22%)
Value$280.6K (+$45.3K)
Filed 2026-10-16
Tlwm
INCREASED
Shares4,019 from 3,750
Change+269 (+7%)
Value$279.6K (+$11.9K)
Filed 2026-10-09
Convergence Investment Partners, LLC
DECREASED
Shares4,010 from 22,206
Change-18,196 (-82%)
Value$279.0K (-$1.3M)
Filed 2026-10-28
Appalachian Capital Management Ltd
DECREASED
Shares4,007 from 4,787
Change-780 (-16%)
Value$278.8K (-$63.0K)
Filed 2026-10-14
Miller Financial Services LLC
INCREASED
Shares4,000 from 3,765
Change+235 (+6%)
Value$278.3K (+$9.5K)
Filed 2026-10-20
BigSur Wealth Management LLC
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$278.3K (-$7.3K)
Filed 2026-10-13
Mountain Pacific Investment Advisers LLC
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$278.3K (-$7.3K)
Filed 2026-10-29
Northland Securities, Inc.
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$278.3K (-$7.3K)
Filed 2026-11-02
Lakeshore Financial Planning, Inc.
DECREASED
Shares3,987 from 7,967
Change-3,980 (-50%)
Value$277.4K (-$291.4K)
Filed 2026-10-13
Hummer Financial Advisory Services Inc
UNCHANGED
Shares3,970 from 3,970
Change0 (0%)
Value$276.2K (-$7.2K)
Filed 2026-10-09
Cornell Pochily Investment Advisors, Inc.
INCREASED
Shares3,969 from 3,913
Change+56 (+1%)
Value$276.2K (-$3.2K)
Filed 2026-10-19
Weaver Consulting Group
DECREASED
Shares3,964 from 4,208
Change-244 (-6%)
Value$275.8K (-$24.6K)
Filed 2026-10-07
BlueChip Wealth Advisors LLC
NEW
Shares3,958
Change+3,958
Value$275.4K
Filed 2026-11-03
Waystone Advisors LLC
UNCHANGED
Shares3,954 from 3,954
Change0 (0%)
Value$282.3K ($0)
Filed 2026-10-16
Princeton Global Asset Management LLC
UNCHANGED
Shares3,945 from 3,945
Change0 (0%)
Value$274.5K (-$7.2K)
Filed 2026-10-21
Private Client Services, LLC
DECREASED
Shares3,941 from 4,819
Change-878 (-18%)
Value$274.2K (-$69.9K)
Filed 2026-10-02
Destiny Wealth Partners, LLC
NEW
Shares3,939
Change+3,939
Value$245.6K
Filed 2026-11-05
Wealth Alliance Advisory Group, LLC
DECREASED
Shares3,932 from 4,242
Change-310 (-7%)
Value$273.6K (-$29.3K)
Filed 2026-10-14
William Mack & Associates, Inc.
UNCHANGED
Shares3,920 from 3,920
Change0 (0%)
Value$272.8K (-$7.1K)
Filed 2026-10-27
Scissortail Wealth Management, LLC
NEW
Shares3,903
Change+3,903
Value$271.6K
Filed 2026-11-03
OMC Financial Services LTD
DECREASED
Shares3,900 from 4,250
Change-350 (-8%)
Value$271.4K (-$32.1K)
Filed 2026-10-19
Richardson Financial Services Inc.
DECREASED
Shares3,891 from 3,894
Change-3 (0%)
Value$270.7K (-$7.3K)
Filed 2026-10-30
DT Investment Partners, LLC
UNCHANGED
Shares3,890 from 3,890
Change0 (0%)
Value$270.7K (-$7.1K)
Filed 2026-10-27
HMV Wealth Advisors, LLC
UNCHANGED
Shares3,880 from 3,880
Change0 (0%)
Value$270.0K (-$7.1K)
Filed 2026-10-27
Patrick M Sweeney & Associates, Inc
INCREASED
Shares3,879 from 3,634
Change+245 (+7%)
Value$269.9K (+$10.4K)
Filed 2026-10-22
Lantz Financial LLC
INCREASED
Shares3,864 from 2,900
Change+964 (+33%)
Value$268.9K (+$61.8K)
Filed 2026-10-15
R2 Capital Strategies, LLC
INCREASED
Shares3,856 from 3,250
Change+606 (+19%)
Value$268.3K (+$36.3K)
Filed 2026-10-15
Mosley Wealth Management
INCREASED
Shares3,832 from 3,306
Change+526 (+16%)
Value$278.2K (+$42.2K)
Filed 2026-10-16
JBR Co Financial Management Inc
DECREASED
Shares3,815 from 3,965
Change-150 (-4%)
Value$283.0K (-$66)
Filed 2026-10-13
Riversedge Advisors, LLC
INCREASED
Shares3,809 from 3,359
Change+450 (+13%)
Value$265.0K (+$25.2K)
Filed 2026-10-09
Global Trust Wealth Management LLC
UNCHANGED
Shares3,800 from 3,800
Change0 (0%)
Value$264.4K (-$6.9K)
Filed 2026-10-14
Global Strategic Investment Solutions, LLC
INCREASED
Shares3,798 from 3,262
Change+536 (+16%)
Value$264.3K (+$31.4K)
Filed 2026-10-16
Richard P Slaughter Associates Inc
INCREASED
Shares3,795 from 3,367
Change+428 (+13%)
Value$264.1K (+$23.7K)
Filed 2026-10-13
Equity Wealth Partners, LLC
UNCHANGED
Shares3,790 from 3,790
Change0 (0%)
Value$263.7K (-$6.9K)
Filed 2026-10-26
KPP Advisory Services LLC
DECREASED
Shares3,789 from 3,806
Change-17 (0%)
Value$263.6K (-$8.1K)
Filed 2026-10-26
Opulen Financial Group LLC
INCREASED
Shares3,787 from 3,352
Change+435 (+13%)
Value$263.5K (+$24.2K)
Filed 2026-10-22
KW Wealth Management LLC
NEW
Shares3,779
Change+3,779
Value$263.0K
Filed 2026-10-28
Legacy Financial Strategies, LLC
DECREASED
Shares3,777 from 3,871
Change-94 (-2%)
Value$262.8K (-$13.6K)
Filed 2026-10-15
Physician Wealth Advisors, Inc.
INCREASED
Shares3,775 from 3,049
Change+726 (+24%)
Value$262.7K (+$45.0K)
Filed 2026-10-20
True North Advisors, LLC
DECREASED
Shares3,773 from 5,657
Change-1,884 (-33%)
Value$262.6K (-$141.4K)
Filed 2026-10-22
RDA Financial Network
NEW
Shares3,769
Change+3,769
Value$262.2K
Filed 2026-10-15
Palatine Hill Wealth Management, LLC
UNCHANGED
Shares3,756 from 3,756
Change0 (0%)
Value$261.3K (-$6.8K)
Filed 2026-11-03
Canton Hathaway, LLC
DECREASED
Shares3,750 from 7,470
Change-3,720 (-50%)
Value$260.9K (-$272.4K)
Filed 2026-10-23
Towercrest Capital Management
INCREASED
Shares3,740 from 3,490
Change+250 (+7%)
Value$260.2K (+$11.0K)
Filed 2026-10-23
Luts & Greenleigh Group, Inc.
DECREASED
Shares3,736 from 3,834
Change-98 (-3%)
Value$260.0K (-$13.8K)
Filed 2026-11-05
Level Financial Advisors
INCREASED
Shares3,729 from 3,720
Change+9 (+0%)
Value$259.5K (-$6.1K)
Filed 2026-10-13
Cannon Financial Strategists, Inc.
DECREASED
Shares3,728 from 4,148
Change-420 (-10%)
Value$259.4K (-$36.8K)
Filed 2026-10-19
CWS Financial Advisors, LLC
INCREASED
Shares3,714 from 3,700
Change+14 (+0%)
Value$258.4K (-$5.8K)
Filed 2026-10-16
Roberts Wealth Advisors, LLC
DECREASED
Shares3,706 from 5,146
Change-1,440 (-28%)
Value$257.9K (-$109.6K)
Filed 2026-10-14
XY Planning Network, Inc.
NEW
Shares3,700
Change+3,700
Value$257.4K
Filed 2026-10-14
Monte Financial Group, LLC
DECREASED
Shares3,700 from 3,701
Change-1 (0%)
Value$257.4K (-$7.9K)
Filed 2026-11-02
Silvia Mccoll Wealth Management, LLC
DECREASED
Shares3,696 from 3,825
Change-129 (-3%)
Value$257.2K (-$15.9K)
Filed 2026-10-07
Thryve Wealth Management LLC
DECREASED
Shares3,694 from 4,009
Change-315 (-8%)
Value$257.0K (-$29.2K)
Filed 2026-10-09
Tennessee Valley Asset Management Partners
NEW
Shares3,688
Change+3,688
Value$256.6K
Filed 2026-11-03
McNaughton Wealth Management, LLC
INCREASED
Shares3,685 from 3,011
Change+674 (+22%)
Value$256.4K (+$41.4K)
Filed 2026-10-09
PFW Advisors LLC
INCREASED
Shares3,683 from 3,471
Change+212 (+6%)
Value$256.3K (+$8.4K)
Filed 2026-10-07
Belvedere Trading LLC
NEW
Shares3,674
Change+3,674
Value$255.6K
Filed 2026-11-05
Putney Financial Group LLC
DECREASED
Shares3,670 from 3,940
Change-270 (-7%)
Value$255.4K (-$26.0K)
Filed 2026-10-30
Encompass More Asset Management
DECREASED
Shares3,668 from 3,732
Change-64 (-2%)
Value$255.2K (-$11.2K)
Filed 2026-10-16
Alliance Wealth Management Group
INCREASED
Shares3,660 from 3,410
Change+250 (+7%)
Value$254.7K (+$11.2K)
Filed 2026-10-29
Activest Wealth Management
INCREASED
Shares3,659 from 3,558
Change+101 (+3%)
Value$254.6K (+$552)
Filed 2026-10-15
Brown Miller Wealth Management, LLC
DECREASED
Shares3,658 from 3,677
Change-19 (-1%)
Value$254.5K (-$8.0K)
Filed 2026-11-02
Powell Investment Advisors, LLC
UNCHANGED
Shares3,650 from 3,650
Change0 (0%)
Value$254.0K (-$6.6K)
Filed 2026-10-22
Cambridge Financial Group, LLC
UNCHANGED
Shares3,648 from 3,648
Change0 (0%)
Value$260.5K ($0)
Filed 2026-10-06
SWP Financial LLC
DECREASED
Shares3,645 from 3,852
Change-207 (-5%)
Value$253.6K (-$21.4K)
Filed 2026-10-23
Brown Wealth Management, LLC
INCREASED
Shares3,645 from 3,511
Change+134 (+4%)
Value$253.6K (+$2.9K)
Filed 2026-10-20
Yankcom Partnership
INCREASED
Shares3,642 from 3,584
Change+58 (+2%)
Value$253.4K (-$2.5K)
Filed 2026-10-15
Midland Wealth Advisors, LLC
INCREASED
Shares3,615 from 3,072
Change+543 (+18%)
Value$251.5K (+$32.2K)
Filed 2026-10-26
Ethos Capital Management, Inc.
DECREASED
Shares3,610 from 6,124
Change-2,514 (-41%)
Value$251.2K (-$186.1K)
Filed 2026-11-03
Rinkey Investments
DECREASED
Shares3,610 from 3,760
Change-150 (-4%)
Value$251.2K (-$17.3K)
Filed 2026-10-28
Uptown Financial Advisors LLC
UNCHANGED
Shares3,600 from 3,600
Change0 (0%)
Value$250.5K (-$6.6K)
Filed 2026-10-15
Teza Capital Management LLC
NEW
Shares3,584
Change+3,584
Value$249.4K
Filed 2026-10-23
Fermata Advisors, LLC
INCREASED
Shares3,561 from 3,452
Change+109 (+3%)
Value$247.8K (+$1.3K)
Filed 2026-10-13
Bluedoor Private Wealth, LLC
DECREASED
Shares3,554 from 3,835
Change-281 (-7%)
Value$247.3K (-$26.5K)
Filed 2026-11-05
Rise Advisors, LLC
DECREASED
Shares3,552 from 3,982
Change-430 (-11%)
Value$247.1K (-$37.2K)
Filed 2026-10-16
Boyum Wealth Architects LLC
INCREASED
Shares3,550 from 3,538
Change+12 (+0%)
Value$238.1K (-$23.1K)
Filed 2026-10-06
American National Bank & Trust
DECREASED
Shares3,549 from 3,806
Change-257 (-7%)
Value$246.9K (-$24.8K)
Filed 2026-10-07
MV Capital Management, Inc.
DECREASED
Shares3,545 from 3,591
Change-46 (-1%)
Value$246.7K (-$9.7K)
Filed 2026-10-29
Traphagen Investment Advisors LLC
DECREASED
Shares3,523 from 74,201
Change-70,678 (-95%)
Value$245.1K (-$5.1M)
Filed 2026-10-14
Jackson Square Capital, LLC
DECREASED
Shares3,521 from 33,346
Change-29,825 (-89%)
Value$245.0K (-$2.1M)
Filed 2026-10-19
Hopwood Financial Services, Inc.
DECREASED
Shares3,500 from 3,700
Change-200 (-5%)
Value$243.5K (-$20.7K)
Filed 2026-10-29
Parkway Wealth Management Group, LLC
DECREASED
Shares3,500 from 3,600
Change-100 (-3%)
Value$243.5K (-$13.5K)
Filed 2026-10-20
Clarus Group, Inc.
UNCHANGED
Shares3,500 from 3,500
Change0 (0%)
Value$243.5K (-$6.4K)
Filed 2026-10-21
Birch Capital Management, LLC
UNCHANGED
Shares3,500 from 3,500
Change0 (0%)
Value$243.5K (-$6.4K)
Filed 2026-10-27
Wolff Wiese Magana LLC
UNCHANGED
Shares3,497 from 3,497
Change0 (0%)
Value$243.3K (-$6.4K)
Filed 2026-10-15
Woodard & Co Asset Management Group Inc
DECREASED
Shares3,495 from 23,742
Change-20,247 (-85%)
Value$243.2K (-$1.5M)
Filed 2026-11-03
Eagle Bay Advisors LLC
NEW
Shares3,493
Change+3,493
Value$243.0K
Filed 2026-10-16
Olympiad Research LP
NEW
Shares3,482
Change+3,482
Value$242.3K
Filed 2026-11-04
Wernau Asset Management Inc.
INCREASED
Shares3,478 from 3,304
Change+174 (+5%)
Value$242.0K (+$6.1K)
Filed 2026-10-19
Financial Solutions Advisory Group, Inc.
NEW
Shares3,475
Change+3,475
Value$245.1K
Filed 2026-10-28
Diversified Portfolios, Inc.
DECREASED
Shares3,472 from 3,687
Change-215 (-6%)
Value$241.6K (-$21.7K)
Filed 2026-11-04
Members Wealth LLC
DECREASED
Shares3,472 from 3,567
Change-95 (-3%)
Value$242.0K (-$12.7K)
Filed 2026-10-20
August Group Capital Ltd
INCREASED
Shares3,457 from 2,964
Change+493 (+17%)
Value$240.5K (+$28.9K)
Filed 2026-10-14
Heritage OAK Wealth Advisors LLC
DECREASED
Shares3,457 from 3,585
Change-128 (-4%)
Value$240.6K (-$15.4K)
Filed 2026-10-14
Catalyst Private Wealth, LLC
NEW
Shares3,455
Change+3,455
Value$240.4K
Filed 2026-10-13
Enzi Wealth
DECREASED
Shares3,451 from 3,618
Change-167 (-5%)
Value$243.1K (-$22.9K)
Filed 2026-10-14
Kennon-Green & Company, LLC
INCREASED
Shares3,444 from 3,004
Change+440 (+15%)
Value$239.6K (+$25.1K)
Filed 2026-10-05
Adamsbrown Wealth Consultants LLC
DECREASED
Shares3,418 from 3,997
Change-579 (-14%)
Value$237.8K (-$47.6K)
Filed 2026-10-20
Blue Zone Wealth Advisors, LLC
DECREASED
Shares3,417 from 3,710
Change-293 (-8%)
Value$237.8K (-$27.1K)
Filed 2026-10-19
Advisory Solutions Group, LLC
NEW
Shares3,412
Change+3,412
Value$237.4K
Filed 2026-10-14
Alpine Bank Wealth Management
DECREASED
Shares3,410 from 3,425
Change-15 (0%)
Value$237.3K (-$7.3K)
Filed 2026-10-16
Sterling Investment Counsel, LLC
UNCHANGED
Shares3,407 from 3,407
Change0 (0%)
Value$237.1K (-$6.2K)
Filed 2026-10-19
Morton Capital Management LLC
DECREASED
Shares3,405 from 4,867
Change-1,462 (-30%)
Value$236.9K (-$110.6K)
Filed 2026-10-23
Absher Wealth Management, LLC
NEW
Shares3,403
Change+3,403
Value$236.8K
Filed 2026-11-02
Mattern Wealth Management LLC
DECREASED
Shares3,400 from 3,500
Change-100 (-3%)
Value$236.6K (-$13.3K)
Filed 2026-11-04
Shrier Wealth Management, LLC
UNCHANGED
Shares3,395 from 3,395
Change0 (0%)
Value$236.2K (-$6.2K)
Filed 2026-10-20
Amplius Wealth Advisors, LLC
NEW
Shares3,373
Change+3,373
Value$234.7K
Filed 2026-10-20
Morling Financial Advisors, LLC
INCREASED
Shares3,368 from 3,361
Change+7 (+0%)
Value$234.3K (-$5.6K)
Filed 2026-10-28
Fjell Capital, LLC
NEW
Shares3,364
Change+3,364
Value$234.1K
Filed 2026-10-13
Brian LOW Financial Group, LLC
INCREASED
Shares3,351 from 3,128
Change+223 (+7%)
Value$233.2K (+$9.8K)
Filed 2026-10-28
Financial & Tax Architects, LLC
DECREASED
Shares3,350 from 27,644
Change-24,294 (-88%)
Value$233.1K (-$1.7M)
Filed 2026-10-15
BG Investment Services, LLC
INCREASED
Shares3,346 from 2,817
Change+529 (+19%)
Value$232.8K (+$31.7K)
Filed 2026-10-23
Quantum Financial Advisors, LLC
DECREASED
Shares3,344 from 3,403
Change-59 (-2%)
Value$232.7K (-$10.3K)
Filed 2026-11-03
Biltmore Wealth Management, LLC
DECREASED
Shares3,338 from 4,443
Change-1,105 (-25%)
Value$232.3K (-$85.0K)
Filed 2026-10-09
Hidden Cove Wealth Management, LLC
NEW
Shares3,323
Change+3,323
Value$231.2K
Filed 2026-10-19
Journey Advisory Group, LLC
NEW
Shares3,320
Change+3,320
Value$231.0K
Filed 2026-11-04
Financial Security Advisor, Inc.
DECREASED
Shares3,318 from 3,438
Change-120 (-3%)
Value$230.9K (-$14.6K)
Filed 2026-11-03
First United Bank & Trust
DECREASED
Shares3,315 from 4,625
Change-1,310 (-28%)
Value$230.7K (-$99.6K)
Filed 2026-10-22
United Community Bank
INCREASED
Shares3,311 from 3,220
Change+91 (+3%)
Value$230.4K (+$471)
Filed 2026-10-28
Marion Wealth Management
UNCHANGED
Shares3,310 from 3,310
Change0 (0%)
Value$230.3K (-$6.0K)
Filed 2026-10-22
Northstar Asset Management Co
UNCHANGED
Shares3,300 from 3,300
Change0 (0%)
Value$214.6K (-$16.7K)
Filed 2026-10-22
Sculati Wealth Management, LLC
UNCHANGED
Shares3,295 from 3,295
Change0 (0%)
Value$232.7K (+$5.5K)
Filed 2026-10-19
Frederick Financial Consultants, LLC
NEW
Shares3,291
Change+3,291
Value$229.0K
Filed 2026-10-29
Avalon Capital Management
DECREASED
Shares3,286 from 3,800
Change-514 (-14%)
Value$228.6K (-$42.7K)
Filed 2026-11-04
Analyst IMS Investment Management Services Ltd.
DECREASED
Shares3,284 from 7,791
Change-4,507 (-58%)
Value$229 (-$555.8K)
Filed 2026-11-05
Split Creek LLC DBA Split Creek Capital LLC
DECREASED
Shares3,281 from 3,302
Change-21 (-1%)
Value$228.3K (-$7.5K)
Filed 2026-11-02
New Hampshire Trust
DECREASED
Shares3,267 from 3,342
Change-75 (-2%)
Value$227.3K (-$11.3K)
Filed 2026-10-20
Forbes J M & Co LLP
INCREASED
Shares3,265 from 3,205
Change+60 (+2%)
Value$227.2K (-$1.7K)
Filed 2026-10-16
Andina Capital Management, LLC
NEW
Shares3,249
Change+3,249
Value$226.1K
Filed 2026-10-21
GSG Advisors LLC
INCREASED
Shares3,245 from 3,070
Change+175 (+6%)
Value$225.8K (+$6.6K)
Filed 2026-11-03
IMG Wealth Management, Inc.
INCREASED
Shares3,243 from 2,842
Change+401 (+14%)
Value$225.6K (+$22.7K)
Filed 2026-10-27
Hartline Investment Corp/
DECREASED
Shares3,237 from 3,425
Change-188 (-5%)
Value$225.2K (-$19.3K)
Filed 2026-10-29
Aquire Wealth Advisors, LLC
DECREASED
Shares3,229 from 3,539
Change-310 (-9%)
Value$224.7K (-$28.0K)
Filed 2026-10-23
Tenret Co LLC
NEW
Shares3,227
Change+3,227
Value$224.5K
Filed 2026-11-02
Accel Wealth Management
DECREASED
Shares3,219 from 3,238
Change-19 (-1%)
Value$224.0K (-$7.2K)
Filed 2026-10-13
T3 Companies, LLC
DECREASED
Shares3,213 from 7,609
Change-4,396 (-58%)
Value$223.6K (-$319.7K)
Filed 2026-10-22
Goldstein Advisors, LLC
DECREASED
Shares3,211 from 5,540
Change-2,329 (-42%)
Value$223.4K (-$172.1K)
Filed 2026-10-15
Tempus Wealth Planning, LLC
DECREASED
Shares3,206 from 4,466
Change-1,260 (-28%)
Value$223.1K (-$95.8K)
Filed 2026-10-14
Searle & Co.
UNCHANGED
Shares3,200 from 3,200
Change0 (0%)
Value$222.7K (-$5.8K)
Filed 2026-11-04
Austin Asset Management Co Inc
INCREASED
Shares3,187 from 3,110
Change+77 (+2%)
Value$221.8K (-$303)
Filed 2026-10-29
Kraft, Davis & Associates, LLC
DECREASED
Shares3,179 from 3,395
Change-216 (-6%)
Value$221.7K (-$37.1K)
Filed 2026-10-21
Vestia Personal Wealth Advisors
INCREASED
Shares3,165 from 3,160
Change+5 (+0%)
Value$220.2K (-$5.4K)
Filed 2026-10-20
Vilga Financial Planning LLC
DECREASED
Shares3,163 from 3,588
Change-425 (-12%)
Value$220.1K (-$36.1K)
Filed 2026-10-09
Galvin, Gaustad & Stein, LLC
INCREASED
Shares3,161 from 3,145
Change+16 (+1%)
Value$220.0K (-$4.6K)
Filed 2026-10-08
PVG Asset Management Corp
DECREASED
Shares3,159 from 3,984
Change-825 (-21%)
Value$219.8K (-$64.7K)
Filed 2026-10-19
FNY Investment Advisers, LLC
INCREASED
Shares3,150 from 500
Change+2,650 (+530%)
Value$219 (+$184)
Filed 2026-10-16
M. Kraus & Co
UNCHANGED
Shares3,150 from 3,150
Change0 (0%)
Value$219.2K (-$5.7K)
Filed 2026-10-20
Capital Advantage, Inc.
UNCHANGED
Shares3,130 from 3,130
Change0 (0%)
Value$217.8K (-$5.7K)
Filed 2026-10-14
DecisionMap Wealth Management, LLC
INCREASED
Shares3,128 from 3,012
Change+116 (+4%)
Value$217.6K (+$2.6K)
Filed 2026-10-29
National Wealth Management Group, LLC
INCREASED
Shares3,107 from 3,076
Change+31 (+1%)
Value$216.2K (-$3.4K)
Filed 2026-10-26
West Paces Advisors Inc.
DECREASED
Shares3,092 from 3,134
Change-42 (-1%)
Value$215.1K (-$8.6K)
Filed 2026-10-13
Bradley & Co. Private Wealth Management, LLC
UNCHANGED
Shares3,091 from 3,091
Change0 (0%)
Value$215.1K (-$5.6K)
Filed 2026-10-23
DE Burlo Group Inc
DECREASED
Shares3,090 from 5,740
Change-2,650 (-46%)
Value$215.0K (-$194.8K)
Filed 2026-11-05
Burkett Financial Services, LLC
UNCHANGED
Shares3,090 from 3,090
Change0 (0%)
Value$215.0K (-$5.6K)
Filed 2026-10-01
Pacific Center for Financial Services
UNCHANGED
Shares3,090 from 3,090
Change0 (0%)
Value$215.0K (-$5.6K)
Filed 2026-10-15
Aegis Wealth Management, Inc.
INCREASED
Shares3,084 from 3,046
Change+38 (+1%)
Value$214.6K (-$2.9K)
Filed 2026-10-26
Stage Harbor Financial, LLC
INCREASED
Shares3,064 from 2,985
Change+79 (+3%)
Value$213.2K (+$64)
Filed 2026-11-03
RS Crum Inc.
INCREASED
Shares3,050 from 3,030
Change+20 (+1%)
Value$212.2K (-$4.1K)
Filed 2026-10-19
Towerpoint Wealth, LLC
DECREASED
Shares3,049 from 3,077
Change-28 (-1%)
Value$212.1K (-$7.5K)
Filed 2026-10-13
Physician Wealth Solutions Inc.
UNCHANGED
Shares3,030 from 3,030
Change0 (0%)
Value$210.8K (-$5.5K)
Filed 2026-10-14
First American Bank
DECREASED
Shares3,020 from 33,457
Change-30,437 (-91%)
Value$210.1K (-$2.2M)
Filed 2026-10-27
Sage Investment Advisers LLC
INCREASED
Shares3,015 from 2,865
Change+150 (+5%)
Value$209.8K (+$5.2K)
Filed 2026-10-21
XML Financial, LLC
DECREASED
Shares3,013 from 3,278
Change-265 (-8%)
Value$209.6K (-$24.4K)
Filed 2026-10-29
Elevatus Welath Management
DECREASED
Shares3,010 from 5,445
Change-2,435 (-45%)
Value$209.4K (-$179.3K)
Filed 2026-10-19
First Financial Bank - Trust Division
DECREASED
Shares3,010 from 3,530
Change-520 (-15%)
Value$209.4K (-$42.6K)
Filed 2026-10-01
Vista Investment Partners LLC
DECREASED
Shares3,008 from 3,027
Change-19 (-1%)
Value$209.3K (-$6.8K)
Filed 2026-10-08
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
DECREASED
Shares3,000 from 3,500
Change-500 (-14%)
Value$208.7K (-$41.2K)
Filed 2026-10-21
CapWealth Advisors, LLC
DECREASED
Shares2,994 from 3,020
Change-26 (-1%)
Value$208.3K (-$7.3K)
Filed 2026-10-05
Pinnacle Bancorp, Inc.
INCREASED
Shares2,989 from 1,991
Change+998 (+50%)
Value$208.0K (+$65.8K)
Filed 2026-10-21
Stanley-Laman Group, Ltd.
DECREASED
Shares2,986 from 4,616
Change-1,630 (-35%)
Value$207.8K (-$121.8K)
Filed 2026-10-20
Baring Financial LLC
DECREASED
Shares2,984 from 3,044
Change-60 (-2%)
Value$207.6K (-$9.7K)
Filed 2026-10-07
Granville Capital, Inc.
NEW
Shares2,963
Change+2,963
Value$206.2K
Filed 2026-11-05
Wiser Wealth Management, Inc
INCREASED
Shares2,963 from 2,936
Change+27 (+1%)
Value$206.2K (-$3.5K)
Filed 2026-10-14
ARK & TLK Investments, LLC
DECREASED
Shares2,950 from 3,341
Change-391 (-12%)
Value$205.3K (-$33.3K)
Filed 2026-10-20
Total Wealth Planning & Management, Inc.
DECREASED
Shares2,949 from 4,588
Change-1,639 (-36%)
Value$205.2K (-$122.4K)
Filed 2026-10-23
Prosperity Financial Group, Inc.
NEW
Shares2,938
Change+2,938
Value$204.4K
Filed 2026-10-29
Krane Financial Solutions LLC
INCREASED
Shares2,934 from 2,911
Change+23 (+1%)
Value$204.1K (-$3.7K)
Filed 2026-10-30
Hendershot Investments Inc.
UNCHANGED
Shares2,932 from 2,932
Change0 (0%)
Value$204.0K (-$5.3K)
Filed 2026-11-05
Steel Grove Capital Advisors, LLC
NEW
Shares2,928
Change+2,928
Value$203.7K
Filed 2026-10-13
Compass Ion Advisors, LLC
DECREASED
Shares2,925 from 3,387
Change-462 (-14%)
Value$203.5K (-$38.3K)
Filed 2026-10-23
Thompson Davis & Co., Inc.
NEW
Shares2,920
Change+2,920
Value$203.2K
Filed 2026-11-05
Mustard Seed Financial, LLC
UNCHANGED
Shares2,920 from 2,920
Change0 (0%)
Value$203.2K (-$5.3K)
Filed 2026-10-30
Demars Financial Group, LLC
NEW
Shares2,911
Change+2,911
Value$202.6K
Filed 2026-10-22
Charles Schwab Trust Co
NEW
Shares2,900
Change+2,900
Value$201.8K
Filed 2026-10-15
Investment House LLC
DECREASED
Shares2,900 from 59,428
Change-56,528 (-95%)
Value$201.8K (-$4.0M)
Filed 2026-10-21
Clayton Financial Group LLC
NEW
Shares2,894
Change+2,894
Value$201.4K
Filed 2026-10-13
Puff Wealth Management, LLC
NEW
Shares2,882
Change+2,882
Value$200.5K
Filed 2026-10-07
Jackson Creek Investment Advisors LLC
DECREASED
Shares2,880 from 2,905
Change-25 (-1%)
Value$200 (-$207.8K)
Filed 2026-11-04
Balentine LLC
DECREASED
Shares2,876 from 8,856
Change-5,980 (-68%)
Value$200.1K (-$432.2K)
Filed 2026-11-03
Townsend & Associates, Inc
NEW
Shares2,871
Change+2,871
Value$202.5K
Filed 2026-10-23
Financial Consulate, Inc
DECREASED
Shares2,848 from 3,105
Change-257 (-8%)
Value$198.2K (-$23.5K)
Filed 2026-10-23
Fiduciary Family Office, LLC
NEW
Shares2,783
Change+2,783
Value$193.7K
Filed 2026-11-04
Plante Moran Financial Advisors, LLC
DECREASED
Shares2,773 from 3,951
Change-1,178 (-30%)
Value$192.9K (-$89.1K)
Filed 2026-11-04
Union Savings Bank
UNCHANGED
Shares2,730 from 2,730
Change0 (0%)
Value$190.0K (-$5.0K)
Filed 2026-10-14
Legacy Bridge, LLC
INCREASED
Shares2,690 from 2,660
Change+30 (+1%)
Value$187.2K (-$2.8K)
Filed 2026-10-28
IFS Advisors, LLC
INCREASED
Shares2,665 from 250
Change+2,415 (+966%)
Value$185.4K (+$167.6K)
Filed 2026-10-14
CKW Financial Group
INCREASED
Shares2,470 from 2,340
Change+130 (+6%)
Value$168 (-$6)
Filed 2026-10-29
StrongBox Wealth, LLC
UNCHANGED
Shares2,460 from 2,460
Change0 (0%)
Value$171.2K (-$4.5K)
Filed 2026-11-02
City State Bank
INCREASED
Shares2,411 from 2,336
Change+75 (+3%)
Value$167.8K (+$967)
Filed 2026-10-20
Community Financial Services Group, LLC
DECREASED
Shares2,370 from 43,709
Change-41,339 (-95%)
Value$160.8K (-$3.1M)
Filed 2026-10-15
Valley National Advisers Inc
INCREASED
Shares2,364 from 1,436
Change+928 (+65%)
Value$164.5K (+$62.0K)
Filed 2026-10-23
Cooper Investors PTY LTD
NEW
Shares2,324
Change+2,324
Value$161.7K
Filed 2026-10-13
UMB Private Wealth Management, LLC
NEW
Shares2,257
Change+2,257
Value$157.0K
Filed 2026-10-19
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares2,182 from 2,745
Change-563 (-21%)
Value$151.8K (-$44.2K)
Filed 2026-10-14
Bell Investment Advisors, Inc
DECREASED
Shares2,169 from 2,749
Change-580 (-21%)
Value$150.9K (-$45.4K)
Filed 2026-10-29
Next Level Wealth Planning, LLC
NEW
Shares2,130
Change+2,130
Value$148.2K
Filed 2026-10-29
Advisor Resource Council
DECREASED
Shares2,110 from 2,390
Change-280 (-12%)
Value$142.4K (-$38.8K)
Filed 2026-11-05
Fairway Wealth LLC
UNCHANGED
Shares2,090 from 2,090
Change0 (0%)
Value$145.4K (-$3.8K)
Filed 2026-10-30
Vima LLC
UNCHANGED
Shares2,070 from 2,070
Change0 (0%)
Value$144.0K (-$3.8K)
Filed 2026-10-23
Wilkerson Advisory Group LLC
INCREASED
Shares2,024 from 936
Change+1,088 (+116%)
Value$140.8K (+$74.0K)
Filed 2026-10-20
Avion Wealth
DECREASED
Shares2,019 from 2,159
Change-140 (-6%)
Value$140 (-$153.9K)
Filed 2026-11-04
Glass Jacobson Investment Advisors llc
INCREASED
Shares1,992 from 1,917
Change+75 (+4%)
Value$138.6K (+$1.7K)
Filed 2026-10-26
Pacifica Partners Inc.
INCREASED
Shares1,970 from 1,000
Change+970 (+97%)
Value$133.6K (+$56.1K)
Filed 2026-10-09
Hilton Head Capital Partners, LLC
INCREASED
Shares1,930 from 1,840
Change+90 (+5%)
Value$134.3K (+$2.9K)
Filed 2026-10-23
Centerpoint Advisors, LLC
INCREASED
Shares1,875 from 1,871
Change+4 (+0%)
Value$130 (-$133.9K)
Filed 2026-11-05
SJS Investment Consulting Inc.
INCREASED
Shares1,868 from 850
Change+1,018 (+120%)
Value$130.0K (+$69.3K)
Filed 2026-10-26
Financial Network Wealth Advisors LLC
DECREASED
Shares1,836 from 1,897
Change-61 (-3%)
Value$127.7K (-$7.7K)
Filed 2026-10-28
Reap Financial Group, LLC
INCREASED
Shares1,795 from 1,471
Change+324 (+22%)
Value$124.9K (+$19.9K)
Filed 2026-11-02
CGC Financial Services, LLC
UNCHANGED
Shares1,770 from 1,770
Change0 (0%)
Value$123.2K (-$3.2K)
Filed 2026-10-13
One River Asset Management, LLC
DECREASED
Shares1,767 from 3,190
Change-1,423 (-45%)
Value$122.9K (-$104.8K)
Filed 2026-10-21
Downshift Financial, LLC
INCREASED
Shares1,659 from 1,360
Change+299 (+22%)
Value$115.4K (+$18.3K)
Filed 2026-10-13
New England Capital Financial Advisors LLC
UNCHANGED
Shares1,605 from 1,605
Change0 (0%)
Value$111.7K (-$2.9K)
Filed 2026-11-03
Barrett & Company, Inc.
DECREASED
Shares1,586 from 1,587
Change-1 (0%)
Value$110.4K (-$2.9K)
Filed 2026-10-22
Gen-Wealth Partners Inc
DECREASED
Shares1,562 from 1,947
Change-385 (-20%)
Value$108.7K (-$30.4K)
Filed 2026-11-04
Tradewinds Capital Management, LLC
INCREASED
Shares1,543 from 924
Change+619 (+67%)
Value$107.4K (+$41.4K)
Filed 2026-10-23
LAM Group, Inc.
UNCHANGED
Shares1,530 from 1,530
Change0 (0%)
Value$106.5K (-$2.8K)
Filed 2026-10-26
James T. Borello RIA
INCREASED
Shares1,507 from 1,148
Change+359 (+31%)
Value$104.9K (+$22.9K)
Filed 2026-10-16
Reyes Financial Architecture, Inc.
INCREASED
Shares1,498 from 346
Change+1,152 (+333%)
Value$104.2K (+$79.5K)
Filed 2026-10-22
Hughes Financial Services, LLC
DECREASED
Shares1,468 from 1,686
Change-218 (-13%)
Value$91.1K (-$29.3K)
Filed 2026-10-30
Covestor Ltd
INCREASED
Shares1,448 from 1,011
Change+437 (+43%)
Value$101 (-$71.9K)
Filed 2026-10-30
Ares Financial Consulting, LLC
DECREASED
Shares1,448 from 1,461
Change-13 (-1%)
Value$100.8K (-$3.6K)
Filed 2026-10-19
Sunrise Financial Services, LLC
UNCHANGED
Shares1,410 from 1,410
Change0 (0%)
Value$98.1K (-$2.6K)
Filed 2026-10-21
Lipe & Dalton
UNCHANGED
Shares1,400 from 1,400
Change0 (0%)
Value$97 (-$3)
Filed 2026-10-15
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares1,390 from 1,390
Change0 (0%)
Value$96.7K (-$2.5K)
Filed 2026-10-15
Balance Wealth Partners LLC
NEW
Shares1,385
Change+1,385
Value$96.3K
Filed 2026-10-27
Catalyst Capital Advisors LLC
INCREASED
Shares1,369 from 1,307
Change+62 (+5%)
Value$95.3K (+$1.9K)
Filed 2026-11-02
Concord Wealth Partners
INCREASED
Shares1,346 from 1,238
Change+108 (+9%)
Value$93.7K (+$5.3K)
Filed 2026-11-02
Maseco LLP
DECREASED
Shares1,324 from 1,394
Change-70 (-5%)
Value$92.1K (-$7.4K)
Filed 2026-10-27
Westwind Capital
DECREASED
Shares1,310 from 260,599
Change-259,289 (-99%)
Value$91 (-$18.5K)
Filed 2026-10-08
Vaquero Private Wealth, LTD
UNCHANGED
Shares1,300 from 1,300
Change0 (0%)
Value$90.5K (-$2.4K)
Filed 2026-10-27
Cedar Mountain Advisors, LLC
DECREASED
Shares1,260 from 1,278
Change-18 (-1%)
Value$87.7K (-$3.6K)
Filed 2026-10-15
Hanson & Doremus Investment Management
DECREASED
Shares1,250 from 1,454
Change-204 (-14%)
Value$87 (-$103.9K)
Filed 2026-10-16
KFG LLC
NEW
Shares1,230
Change+1,230
Value$85.6K
Filed 2026-11-02
Essential Investment Partners LLC
UNCHANGED
Shares1,160 from 1,160
Change0 (0%)
Value$80.7K (-$2.1K)
Filed 2026-10-27
Essential Partners LLC
INCREASED
Shares1,151 from 953
Change+198 (+21%)
Value$80.1K (+$12.0K)
Filed 2026-10-14
Indiana Trust & Investment Management Co
INCREASED
Shares1,145 from 520
Change+625 (+120%)
Value$79.7K (+$42.5K)
Filed 2026-10-22
Creative Financial Designs Inc
DECREASED
Shares1,115 from 1,465
Change-350 (-24%)
Value$77.6K (-$27.0K)
Filed 2026-11-04
Three Bridge Wealth Advisors, LLC
NEW
Shares1,097
Change+1,097
Value$76.3K
Filed 2026-11-05
Miller Global Investments, LLC
INCREASED
Shares1,096 from 400
Change+696 (+174%)
Value$76.3K (+$47.7K)
Filed 2026-10-02
Mountain Hill Investment Partners Corp.
INCREASED
Shares1,090 from 700
Change+390 (+56%)
Value$75.8K (+$25.9K)
Filed 2026-10-23
Horizon Financial Services, LLC
DECREASED
Shares1,075 from 4,825
Change-3,750 (-78%)
Value$74.8K (-$269.7K)
Filed 2026-11-04
Vestor Capital, LLC
INCREASED
Shares1,072 from 900
Change+172 (+19%)
Value$976 (+$925)
Filed 2026-11-04
Joseph Group Capital Management
INCREASED
Shares1,066 from 953
Change+113 (+12%)
Value$74.2K (+$6.1K)
Filed 2026-11-04
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares1,031 from 1,031
Change0 (0%)
Value$71.7K (-$1.9K)
Filed 2026-10-29
Moisand Fitzgerald Tamayo, LLC
INCREASED
Shares1,018 from 890
Change+128 (+14%)
Value$70.8K (+$7.3K)
Filed 2026-10-15
Elevation Wealth Partners, LLC
INCREASED
Shares1,001 from 451
Change+550 (+122%)
Value$69.7K (+$37.4K)
Filed 2026-10-07
Pilgrim Partners Asia Pte Ltd
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$69.6K (-$1.8K)
Filed 2026-10-29
Birchbrook, Inc.
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$69.6K (-$1.8K)
Filed 2026-10-14
MH & Associates Securities Management Corp
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$69.6K (-$1.8K)
Filed 2026-10-30
Burk Holdings LLC
INCREASED
Shares982 from 810
Change+172 (+21%)
Value$68.3K (+$10.5K)
Filed 2026-11-05
Aspect Partners, LLC
INCREASED
Shares982 from 957
Change+25 (+3%)
Value$68.3K (-$2)
Filed 2026-10-20
GoalVest Advisory LLC
DECREASED
Shares969 from 1,190
Change-221 (-19%)
Value$67.4K (-$17.5K)
Filed 2026-10-02
1620 Investment Advisors, Inc.
INCREASED
Shares968 from 967
Change+1 (+0%)
Value$67.3K (-$1.8K)
Filed 2026-11-04
Signature Resources Capital Management, LLC
INCREASED
Shares963 from 679
Change+284 (+42%)
Value$67.0K (+$18.5K)
Filed 2026-10-16
Peoples Financial Services Corp.
UNCHANGED
Shares920 from 920
Change0 (0%)
Value$64.0K (-$1.7K)
Filed 2026-10-20
Chilton Capital Management LLC
UNCHANGED
Shares910 from 910
Change0 (0%)
Value$63.3K (-$1.7K)
Filed 2026-10-28
Private Wealth Management Group, LLC
DECREASED
Shares901 from 982
Change-81 (-8%)
Value$62.7K (-$7.4K)
Filed 2026-10-19
RMG Wealth Management LLC
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$60.4K (-$6.4K)
Filed 2026-10-26
Guardian Partners Inc.
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$62.6K (-$1.6K)
Filed 2026-10-21
Redwood Park Advisors LLC
DECREASED
Shares897 from 2,096
Change-1,199 (-57%)
Value$62.4K (-$87.2K)
Filed 2026-11-02
Axiom Investment Management LLC
NEW
Shares892
Change+892
Value$62.1K
Filed 2026-11-03
Wealth Analytics Partners, LLC
NEW
Shares892
Change+892
Value$62.1K
Filed 2026-10-19
Albion Financial Group
UNCHANGED
Shares890 from 890
Change0 (0%)
Value$61.9K (-$1.6K)
Filed 2026-10-21
Legacies Wealth LLC
NEW
Shares885
Change+885
Value$61.6K
Filed 2026-11-02
First Premier Bank
INCREASED
Shares810 from 210
Change+600 (+286%)
Value$57 (+$42)
Filed 2026-10-13
Barnes Dennig Private Wealth Management LLC
DECREASED
Shares800 from 1,171
Change-371 (-32%)
Value$55.7K (-$27.9K)
Filed 2026-10-30
Fortitude Family Office, LLC
INCREASED
Shares785 from 686
Change+99 (+14%)
Value$54.6K (+$5.6K)
Filed 2026-10-14
Beacon Investment Advisory Services, Inc.
DECREASED
Shares780 from 790
Change-10 (-1%)
Value$54.3K (-$2.1K)
Filed 2026-10-13
Mascoma Wealth Management LLC
DECREASED
Shares770 from 803
Change-33 (-4%)
Value$53.6K (-$3.8K)
Filed 2026-10-23
Valued Wealth Advisors LLC
DECREASED
Shares769 from 985
Change-216 (-22%)
Value$53.5K (-$16.8K)
Filed 2026-11-05
High Point Wealth Management, LLC
DECREASED
Shares760 from 1,080
Change-320 (-30%)
Value$52.9K (-$24.2K)
Filed 2026-11-05
First Pacific Financial
UNCHANGED
Shares760 from 760
Change0 (0%)
Value$52.9K (-$1.4K)
Filed 2026-10-14
Maryland Capital Advisors Inc.
UNCHANGED
Shares757 from 757
Change0 (0%)
Value$52.7K (-$1.4K)
Filed 2026-10-15
Jnba Financial Advisors
INCREASED
Shares720 from 268
Change+452 (+169%)
Value$50.1K (+$31.0K)
Filed 2026-11-03
Bank & Trust Co
UNCHANGED
Shares690 from 690
Change0 (0%)
Value$48.0K (-$1.3K)
Filed 2026-10-07
True Wealth Design, LLC
INCREASED
Shares669 from 613
Change+56 (+9%)
Value$46.6K (+$2.8K)
Filed 2026-10-13
United Financial Planning Group LLC
INCREASED
Shares660 from 540
Change+120 (+22%)
Value$45.9K (+$7.4K)
Filed 2026-11-04
Country Trust Bank
DECREASED
Shares647 from 682
Change-35 (-5%)
Value$45.0K (-$3.7K)
Filed 2026-10-30
Arlington Trust Co LLC
INCREASED
Shares641 from 580
Change+61 (+11%)
Value$44.6K (+$3.2K)
Filed 2026-10-20
Quaker Wealth Management, LLC
DECREASED
Shares640 from 1,422
Change-782 (-55%)
Value$44.5K (-$57.0K)
Filed 2026-10-22
Vision Financial Markets LLC
UNCHANGED
Shares620 from 620
Change0 (0%)
Value$42.3K (-$3.7K)
Filed 2026-10-22
Elevated Capital Advisors, LLC
DECREASED
Shares611 from 1,212
Change-601 (-50%)
Value$42.5K (-$44.0K)
Filed 2026-11-04
Cranbrook Wealth Management, LLC
INCREASED
Shares540 from 500
Change+40 (+8%)
Value$37.6K (+$1.9K)
Filed 2026-10-28
Lodestone Wealth Management LLC
INCREASED
Shares534 from 509
Change+25 (+5%)
Value$37.2K (+$813)
Filed 2026-10-14
Southern Michigan Bank & Trust
DECREASED
Shares532 from 646
Change-114 (-18%)
Value$37.0K (-$9.1K)
Filed 2026-10-19
MidAtlantic Capital Management, Inc.
NEW
Shares520
Change+520
Value$36.2K
Filed 2026-11-05
NorthAvenue LLC
DECREASED
Shares520 from 720
Change-200 (-28%)
Value$36.2K (-$15.2K)
Filed 2026-10-29
Capstone Wealth Management Group, LLC
NEW
Shares516
Change+516
Value$618.6K
Filed 2026-11-05
Dorato Capital Management
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$34.9K (-$1.8K)
Filed 2026-10-08
Towne Trust Company, N.a
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$34.8K (-$910)
Filed 2026-10-28
Sfam, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$34.8K (-$910)
Filed 2026-11-03
Global Trust Asset Management, LLC
INCREASED
Shares475 from 451
Change+24 (+5%)
Value$33.1K (+$819)
Filed 2026-10-19
Torren Management, LLC
INCREASED
Shares463 from 214
Change+249 (+116%)
Value$32.2K (+$16.9K)
Filed 2026-10-29
Financial Perspectives, Inc
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$31.3K (-$819)
Filed 2026-11-03
LFA - Lugano Financial Advisors SA
DECREASED
Shares440 from 540
Change-100 (-19%)
Value$30.6K (-$7.9K)
Filed 2026-11-03
DecisionPoint Financial, LLC
INCREASED
Shares437 from 313
Change+124 (+40%)
Value$29.7K (+$6.4K)
Filed 2026-10-27
Security National Bank
INCREASED
Shares425 from 312
Change+113 (+36%)
Value$29.6K (+$7.3K)
Filed 2026-10-26
Strategic Advocates LLC
DECREASED
Shares421 from 967
Change-546 (-56%)
Value$29.3K (-$39.8K)
Filed 2026-11-03
Steph & Co
INCREASED
Shares420 from 395
Change+25 (+6%)
Value$29.2K (+$1.0K)
Filed 2026-10-07
Sawyer & Company, Inc
UNCHANGED
Shares390 from 390
Change0 (0%)
Value$27.1K (-$710)
Filed 2026-10-21
Newton One Investments LLC
DECREASED
Shares380 from 630
Change-250 (-40%)
Value$26.4K (-$18.5K)
Filed 2026-10-14
Bank of New Hampshire
UNCHANGED
Shares380 from 380
Change0 (0%)
Value$26.4K (-$692)
Filed 2026-10-06
Pathway Financial Advisers, LLC
NEW
Shares370
Change+370
Value$25.7K
Filed 2026-10-27
Evolution Wealth Management Inc.
DECREASED
Shares370 from 703
Change-333 (-47%)
Value$25.7K (-$24.4K)
Filed 2026-10-28
Pflug Koory, LLC
UNCHANGED
Shares370 from 370
Change0 (0%)
Value$25.7K (-$673)
Filed 2026-10-26
Tompkins Financial Corp
DECREASED
Shares350 from 450
Change-100 (-22%)
Value$24.4K (-$7.8K)
Filed 2026-10-05
Clark Wealth Partners
INCREASED
Shares337 from 233
Change+104 (+45%)
Value$23.4K (+$6.8K)
Filed 2026-10-19
Decker Retirement Planning Inc.
DECREASED
Shares330 from 450
Change-120 (-27%)
Value$23.0K (-$9.2K)
Filed 2026-10-19
Quest 10 Wealth Builders, Inc.
INCREASED
Shares327 from 188
Change+139 (+74%)
Value$22.7K (+$9.3K)
Filed 2026-11-02
Kingdom Financial Group Llc.
DECREASED
Shares322 from 355
Change-33 (-9%)
Value$22.4K (-$2.9K)
Filed 2026-11-04
Your Advocates Ltd., LLP
DECREASED
Shares310 from 410
Change-100 (-24%)
Value$21.6K (-$7.7K)
Filed 2026-11-03
Lloyd Advisory Services, Llc.
DECREASED
Shares310 from 339
Change-29 (-9%)
Value$21.6K (-$2.6K)
Filed 2026-11-02
Noble Wealth Management PBC
INCREASED
Shares308 from 290
Change+18 (+6%)
Value$21.4K (+$725)
Filed 2026-10-01
Retirement Wealth Solutions LLC
INCREASED
Shares304 from 108
Change+196 (+181%)
Value$21.2K (+$13.4K)
Filed 2026-10-07
TFC Financial Management, Inc.
DECREASED
Shares300 from 307
Change-7 (-2%)
Value$20.9K (-$1.0K)
Filed 2026-10-26
Rachor Investment Advisory Services, LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$20.9K (-$546)
Filed 2026-10-29
MB, Levis & Associates, LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$20.9K (-$546)
Filed 2026-10-16
Bare Financial Services, Inc
DECREASED
Shares283 from 403
Change-120 (-30%)
Value$19.7K (-$9.1K)
Filed 2026-11-04
John Boyer, Inc.
NEW
Shares272
Change+272
Value$18.9K
Filed 2026-10-27
First Financial Corp
UNCHANGED
Shares270 from 270
Change0 (0%)
Value$18.8K (-$491)
Filed 2026-10-13
DiNuzzo Private Wealth, Inc.
DECREASED
Shares256 from 257
Change-1 (0%)
Value$17.8K (-$537)
Filed 2026-10-16
Trust Co
INCREASED
Shares254 from 116
Change+138 (+119%)
Value$17.7K (+$9.4K)
Filed 2026-10-09
Bay Harbor Wealth Management, LLC
DECREASED
Shares242 from 249
Change-7 (-3%)
Value$16.8K (-$941)
Filed 2026-11-03
Comprehensive Financial Planning, Inc.
UNCHANGED
Shares240 from 240
Change0 (0%)
Value$16.7K (-$437)
Filed 2026-10-27
Planning Strategies Inc.
INCREASED
Shares226 from 220
Change+6 (+3%)
Value$15.7K (+$17)
Filed 2026-10-02
Gilpin Wealth Management, LLC
INCREASED
Shares222 from 52
Change+170 (+327%)
Value$15.5K (+$11.8K)
Filed 2026-10-09
Alta Capital Management LLC/
NEW
Shares200
Change+200
Value$13.9K
Filed 2026-10-26
First Bancorp, Inc
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$13.9K (-$364)
Filed 2026-10-26
Catherine Avery Investment Management LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$13.9K (-$364)
Filed 2026-10-14
Creative Capital Management Investments LLC
INCREASED
Shares190 from 146
Change+44 (+30%)
Value$13.2K (+$2.8K)
Filed 2026-10-28
Nvest Wealth Strategies, Inc.
INCREASED
Shares184 from 166
Change+18 (+11%)
Value$12.8K (+$951)
Filed 2026-10-14
Miller Wealth Advisors, LLC
UNCHANGED
Shares180 from 180
Change0 (0%)
Value$12.5K (-$328)
Filed 2026-11-02
Birchwood Financial Partners, Inc.
INCREASED
Shares175 from 120
Change+55 (+46%)
Value$12.2K (+$3.6K)
Filed 2026-11-02
PayPay Securities Corp
INCREASED
Shares165 from 128
Change+37 (+29%)
Value$11.5K (+$2.3K)
Filed 2026-10-27
Prudent Man Investment Management, Inc.
INCREASED
Shares155 from 50
Change+105 (+210%)
Value$10.8K (+$6.1K)
Filed 2026-11-03
SBK Financial, Inc.
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$10.4K (-$273)
Filed 2026-11-02
Ulland Investment Advisors, LLC
UNCHANGED
Shares140 from 140
Change0 (0%)
Value$10 ($0)
Filed 2026-10-13
Tower View Wealth Management LLC
DECREASED
Shares130 from 16,157
Change-16,027 (-99%)
Value$0 (-$1.2M)
Filed 2026-10-23
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares130 from 174
Change-44 (-25%)
Value$9.0K (-$3.4K)
Filed 2026-10-16
Advocate Investing Services LLC
UNCHANGED
Shares130 from 130
Change0 (0%)
Value$9.0K (-$237)
Filed 2026-10-26
Holos Integrated Wealth LLC
UNCHANGED
Shares127 from 127
Change0 (0%)
Value$8.9K (-$804)
Filed 2026-10-23
Cornerstone National Bank & Trust Co
UNCHANGED
Shares120 from 120
Change0 (0%)
Value$8.1K (-$761)
Filed 2026-10-20
Davis Capital Management
DECREASED
Shares119 from 271
Change-152 (-56%)
Value$8.3K (-$11.1K)
Filed 2026-10-08
Gleason Group, Inc.
INCREASED
Shares103 from 88
Change+15 (+17%)
Value$7.2K (+$884)
Filed 2026-10-15
Team Financial Group, LLC
NEW
Shares100
Change+100
Value$7.0K
Filed 2026-10-30
Morton Brown Family Wealth, LLC
DECREASED
Shares100 from 137
Change-37 (-27%)
Value$7.0K (-$2.8K)
Filed 2026-10-23
Granite FO LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$7.0K (-$182)
Filed 2026-10-14
MTM Investment Management, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$7.0K (-$182)
Filed 2026-10-30
CrossGen Wealth, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$7.0K (-$182)
Filed 2026-10-30
WestEnd Advisors, LLC
UNCHANGED
Shares95 from 95
Change0 (0%)
Value$6.6K (-$173)
Filed 2026-10-27
Key Capital Management, Inc
INCREASED
Shares83 from 80
Change+3 (+4%)
Value$5.8K (+$63)
Filed 2026-11-03
McCarley & Cook Financial Planners
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$5.6K (-$146)
Filed 2026-10-21
Paladin Partners, LLC
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$5.6K (-$146)
Filed 2026-10-06
Piscataqua Savings Bank
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$5.6K (-$146)
Filed 2026-10-21
Align Financial, LLC
INCREASED
Shares75 from 60
Change+15 (+25%)
Value$5.2K (+$935)
Filed 2026-10-16
Transce3nd, LLC
DECREASED
Shares75 from 79
Change-4 (-5%)
Value$4.9K (-$918)
Filed 2026-10-26
Frisco Financial Planning LLC
NEW
Shares70
Change+70
Value$4.9K
Filed 2026-10-05
Bayban
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$5.0K ($0)
Filed 2026-11-05
Breakwater Investment Management
INCREASED
Shares68 from 7
Change+61 (+871%)
Value$4.7K (+$4.2K)
Filed 2026-10-20
Vermillion Wealth Management, Inc.
DECREASED
Shares50 from 757
Change-707 (-93%)
Value$3.5K (-$50.6K)
Filed 2026-10-26
Frankly Finances, LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$3.5K (-$91)
Filed 2026-10-28
Richardson Capital Management LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$3.5K (-$91)
Filed 2026-10-23
POM Investment Strategies, LLC
UNCHANGED
Shares48 from 48
Change0 (0%)
Value$3.3K (-$87)
Filed 2026-10-20
Contravisory Investment Management, Inc.
INCREASED
Shares47 from 20
Change+27 (+135%)
Value$3.3K (+$1.8K)
Filed 2026-10-13
DB Fitzpatrick & Co, Inc
INCREASED
Shares43 from 29
Change+14 (+48%)
Value$3.0K (+$921)
Filed 2026-10-19
Friedenthal Financial
UNCHANGED
Shares43 from 43
Change0 (0%)
Value$3.0K (-$79)
Filed 2026-10-27
Phillip James Consulting Co.
UNCHANGED
Shares38 from 38
Change0 (0%)
Value$2.6K (-$69)
Filed 2026-11-03
Networth Advisors, LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$1.4K (-$36)
Filed 2026-11-03
Farmers & Merchants Trust Co of Chambersburg PA
NEW
Shares19
Change+19
Value$1
Filed 2026-10-14
Hickory Point Bank & Trust
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$1.0K (-$27)
Filed 2026-10-01
Kentucky Trust Co
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$905 (-$23)
Filed 2026-10-15
3 Factor Indexing, LLC
INCREASED
Shares11 from 10
Change+1 (+10%)
Value$766 (+$52)
Filed 2026-10-15
Marshall & Sterling Wealth Advisors Inc.
DECREASED
Shares10 from 60
Change-50 (-83%)
Value$696 (-$3.6K)
Filed 2026-10-28
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$696 (-$18)
Filed 2026-10-23
Monetary Solutions, Ltd
NEW
Shares3
Change+3
Value$209
Filed 2026-10-22
Nicholas Company, Inc.
CLOSED
Shares0 from 803,360
Change-803,360 (-100%)
Value$0 (-$57.4M)
Filed 2026-11-05
Overbrook Management Corp
CLOSED
Shares0 from 164,140
Change-164,140 (-100%)
Value$0 (-$11.7M)
Filed 2026-10-08
Eleva Capital SAS
CLOSED
Shares0 from 87,190
Change-87,190 (-100%)
Value$0 (-$8.4M)
Filed 2026-10-06
Privium Fund Management (UK) Ltd
CLOSED
Shares0 from 72,000
Change-72,000 (-100%)
Value$0 (-$5.3M)
Filed 2026-10-30
Left Brain Wealth Management, LLC
CLOSED
Shares0 from 48,208
Change-48,208 (-100%)
Value$0 (-$3.4M)
Filed 2026-10-28
Gallagher Capital Advisors, LLC
CLOSED
Shares0 from 30,782
Change-30,782 (-100%)
Value$0 (-$2.2M)
Filed 2026-10-09
Cordatus Wealth Management LLC
CLOSED
Shares0 from 30,303
Change-30,303 (-100%)
Value$0 (-$2.2M)
Filed 2026-10-19
Deane Retirement Strategies, Inc.
CLOSED
Shares0 from 28,948
Change-28,948 (-100%)
Value$0 (-$2.1M)
Filed 2026-10-09
Central Valley Advisors, LLC
CLOSED
Shares0 from 28,894
Change-28,894 (-100%)
Value$0 (-$2.1M)
Filed 2026-10-27
Warm Springs Advisors Inc.
CLOSED
Shares0 from 26,500
Change-26,500 (-100%)
Value$0 (-$1.9M)
Filed 2026-10-28
Freedom Day Solutions, LLC
CLOSED
Shares0 from 23,142
Change-23,142 (-100%)
Value$0 (-$1.7M)
Filed 2026-10-20
Absolute Capital Management, LLC
CLOSED
Shares0 from 21,736
Change-21,736 (-100%)
Value$0 (-$1.6M)
Filed 2026-10-16
Ellsworth Advisors, LLC
CLOSED
Shares0 from 20,269
Change-20,269 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-15
B&D White Capital Company, LLC
CLOSED
Shares0 from 20,100
Change-20,100 (-100%)
Value$0 (-$1.4M)
Filed 2026-11-02
Orser Capital Management, LLC
CLOSED
Shares0 from 19,305
Change-19,305 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-13
Hixon Zuercher, LLC
CLOSED
Shares0 from 17,819
Change-17,819 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-13
Waterfront Wealth Inc.
CLOSED
Shares0 from 15,994
Change-15,994 (-100%)
Value$0 (-$1.2M)
Filed 2026-11-03
Arsenal Capital Advisors LLC
CLOSED
Shares0 from 14,709
Change-14,709 (-100%)
Value$0 (-$1.1M)
Filed 2026-11-02
Draper Asset Management, LLC
CLOSED
Shares0 from 13,897
Change-13,897 (-100%)
Value$0 (-$992.2K)
Filed 2026-10-09
Cookson Peirce & Co Inc
CLOSED
Shares0 from 13,242
Change-13,242 (-100%)
Value$0 (-$945.5K)
Filed 2026-10-30
First Growth Capital LLC
CLOSED
Shares0 from 12,976
Change-12,976 (-100%)
Value$0 (-$926.5K)
Filed 2026-10-15
WealthTrust Asset Management, LLC
CLOSED
Shares0 from 12,215
Change-12,215 (-100%)
Value$0 (-$872.2K)
Filed 2026-10-22
Cox Capital Mgt LLC
CLOSED
Shares0 from 12,034
Change-12,034 (-100%)
Value$0 (-$859.2K)
Filed 2026-10-07
New Wave Wealth Advisors LLC
CLOSED
Shares0 from 11,245
Change-11,245 (-100%)
Value$0 (-$802.9K)
Filed 2026-10-19
Steele Capital Management, Inc.
CLOSED
Shares0 from 10,948
Change-10,948 (-100%)
Value$0 (-$781.7K)
Filed 2026-11-02
Elevate Capital Advisors, LLC
CLOSED
Shares0 from 10,482
Change-10,482 (-100%)
Value$0 (-$748.4K)
Filed 2026-11-02
Greenup Street Wealth Management LLC
CLOSED
Shares0 from 10,077
Change-10,077 (-100%)
Value$0 (-$719.5K)
Filed 2026-10-28
Wealth Science Advisors LLC
CLOSED
Shares0 from 9,359
Change-9,359 (-100%)
Value$0 (-$668.2K)
Filed 2026-10-09
Miura Global Management, LLC
CLOSED
Shares0 from 7,000
Change-7,000 (-100%)
Value$0 (-$499.8K)
Filed 2026-10-05
Kingstone Capital Partners Texas, LLC
CLOSED
Shares0 from 6,750
Change-6,750 (-100%)
Value$0 (-$482.0K)
Filed 2026-11-03
Johnson Financial Group, LLC
CLOSED
Shares0 from 6,585
Change-6,585 (-100%)
Value$0 (-$470.2K)
Filed 2026-11-03
Sage Mountain Advisors LLC
CLOSED
Shares0 from 6,246
Change-6,246 (-100%)
Value$0 (-$446.0K)
Filed 2026-11-02
Sagace Wealth Management LLC
CLOSED
Shares0 from 6,046
Change-6,046 (-100%)
Value$0 (-$431.7K)
Filed 2026-10-28
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 5,943
Change-5,943 (-100%)
Value$0 (-$424.3K)
Filed 2026-10-27
Aspetuck Financial Management LLC
CLOSED
Shares0 from 5,670
Change-5,670 (-100%)
Value$0 (-$404.8K)
Filed 2026-11-04
Carolina Wealth Management Inc
CLOSED
Shares0 from 5,495
Change-5,495 (-100%)
Value$0 (-$392.3K)
Filed 2026-10-29
Dutch Asset Corp
CLOSED
Shares0 from 5,447
Change-5,447 (-100%)
Value$0 (-$389.0K)
Filed 2026-10-20
Wisconsin Wealth Advisors, LLC
CLOSED
Shares0 from 5,324
Change-5,324 (-100%)
Value$0 (-$380.2K)
Filed 2026-10-08
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 5,188
Change-5,188 (-100%)
Value$0 (-$370.4K)
Filed 2026-11-03
Burns Matteson Capital Management, LLC
CLOSED
Shares0 from 5,078
Change-5,078 (-100%)
Value$0 (-$362.6K)
Filed 2026-10-16
A. D. Beadell Investment Counsel, Inc.
CLOSED
Shares0 from 4,902
Change-4,902 (-100%)
Value$0 (-$350)
Filed 2026-10-14
Veltria Advisors Corp.
CLOSED
Shares0 from 4,396
Change-4,396 (-100%)
Value$0 (-$313.9K)
Filed 2026-11-05
Trust Co of Oklahoma
CLOSED
Shares0 from 4,109
Change-4,109 (-100%)
Value$0 (-$293.4K)
Filed 2026-10-15
Crescent Grove Advisors, LLC
CLOSED
Shares0 from 4,076
Change-4,076 (-100%)
Value$0 (-$291.0K)
Filed 2026-10-21
Strategy Asset Managers LLC
CLOSED
Shares0 from 3,908
Change-3,908 (-100%)
Value$0 (-$279.0K)
Filed 2026-10-14
Willner & Heller, LLC
CLOSED
Shares0 from 3,892
Change-3,892 (-100%)
Value$0 (-$277.9K)
Filed 2026-10-28
SkyOak Wealth, LLC
CLOSED
Shares0 from 3,861
Change-3,861 (-100%)
Value$0 (-$275.7K)
Filed 2026-10-28
Haven Private, LLC
CLOSED
Shares0 from 3,727
Change-3,727 (-100%)
Value$0 (-$266.1K)
Filed 2026-10-27
Smith Chas P & Associates PA Cpas
CLOSED
Shares0 from 3,718
Change-3,718 (-100%)
Value$0 (-$265.5K)
Filed 2026-10-22
Birinyi Associates Inc
CLOSED
Shares0 from 3,600
Change-3,600 (-100%)
Value$0 (-$257.0K)
Filed 2026-10-28
LightSquare Wealth Management, LLC
CLOSED
Shares0 from 3,552
Change-3,552 (-100%)
Value$0 (-$253.6K)
Filed 2026-11-03
Kennedy Investment Group, Inc.
CLOSED
Shares0 from 3,526
Change-3,526 (-100%)
Value$0 (-$251.8K)
Filed 2026-10-21
Cottage Street Advisors LLC
CLOSED
Shares0 from 3,502
Change-3,502 (-100%)
Value$0 (-$251.4K)
Filed 2026-10-19
Bath Savings Trust Co
CLOSED
Shares0 from 3,487
Change-3,487 (-100%)
Value$0 (-$249.0K)
Filed 2026-10-07
Tamar Securities, LLC
CLOSED
Shares0 from 3,355
Change-3,355 (-100%)
Value$0 (-$239.5K)
Filed 2026-11-03
Praxis Capital Management LLC
CLOSED
Shares0 from 3,300
Change-3,300 (-100%)
Value$0 (-$235.6K)
Filed 2026-10-16
Alternative Investment Advisors, Llc.
CLOSED
Shares0 from 3,230
Change-3,230 (-100%)
Value$0 (-$230.6K)
Filed 2026-11-03
Client 1ST Advisory Group, LLC
CLOSED
Shares0 from 3,190
Change-3,190 (-100%)
Value$0 (-$227.8K)
Filed 2026-10-19
Kingsman Wealth Management, Inc.
CLOSED
Shares0 from 3,170
Change-3,170 (-100%)
Value$0 (-$226.3K)
Filed 2026-10-13
Impact Investors, Inc
CLOSED
Shares0 from 3,161
Change-3,161 (-100%)
Value$0 (-$225.7K)
Filed 2026-11-02
Apollon Financial, LLC
CLOSED
Shares0 from 3,132
Change-3,132 (-100%)
Value$0 (-$223.6K)
Filed 2026-10-23
MKT Advisors LLC
CLOSED
Shares0 from 3,079
Change-3,079 (-100%)
Value$0 (-$234.6K)
Filed 2026-10-20
Fonville Wealth Management LLC
CLOSED
Shares0 from 3,064
Change-3,064 (-100%)
Value$0 (-$218.8K)
Filed 2026-10-28
Old North State Wealth Management, LLC
CLOSED
Shares0 from 3,052
Change-3,052 (-100%)
Value$0 (-$218.0K)
Filed 2026-10-22
Tenet Wealth Partners, LLC
CLOSED
Shares0 from 3,004
Change-3,004 (-100%)
Value$0 (-$211.5K)
Filed 2026-10-19
FDx Advisors, Inc.
CLOSED
Shares0 from 2,955
Change-2,955 (-100%)
Value$0 (-$211.0K)
Filed 2026-11-05
Barings LLC
CLOSED
Shares0 from 2,871
Change-2,871 (-100%)
Value$0 (-$205.0K)
Filed 2026-10-22
Colorado Capital Management, Inc.
CLOSED
Shares0 from 2,842
Change-2,842 (-100%)
Value$0 (-$203)
Filed 2026-10-15
Silverlake Wealth Management LLC
CLOSED
Shares0 from 2,837
Change-2,837 (-100%)
Value$0 (-$202.6K)
Filed 2026-10-21
Centurion Wealth Management LLC
CLOSED
Shares0 from 2,825
Change-2,825 (-100%)
Value$0 (-$201.7K)
Filed 2026-10-13
C2c Wealth Management, LLC
CLOSED
Shares0 from 2,820
Change-2,820 (-100%)
Value$0 (-$201.3K)
Filed 2026-10-20
Ceera Investments, LLC
CLOSED
Shares0 from 2,816
Change-2,816 (-100%)
Value$0 (-$201.1K)
Filed 2026-11-02
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 2,669
Change-2,669 (-100%)
Value$0 (-$190.6K)
Filed 2026-10-26
Wellington Shields & Co., LLC
CLOSED
Shares0 from 2,500
Change-2,500 (-100%)
Value$0 (-$178.5K)
Filed 2026-11-03
Cornerstone Planning Group LLC
CLOSED
Shares0 from 2,371
Change-2,371 (-100%)
Value$0 (-$162.5K)
Filed 2026-10-16
Howard Capital Management Group, LLC
CLOSED
Shares0 from 2,013
Change-2,013 (-100%)
Value$0 (-$143.7K)
Filed 2026-10-16
Syntax Research, Inc.
CLOSED
Shares0 from 1,750
Change-1,750 (-100%)
Value$0 (-$125.0K)
Filed 2026-11-04
Founders Capital Management
CLOSED
Shares0 from 1,250
Change-1,250 (-100%)
Value$0 (-$89.3K)
Filed 2026-10-13
Shelton Wealth Management, LLC
CLOSED
Shares0 from 1,094
Change-1,094 (-100%)
Value$0 (-$78.1K)
Filed 2026-10-16
Plan Group Financial, LLC
CLOSED
Shares0 from 1,055
Change-1,055 (-100%)
Value$0 (-$75.3K)
Filed 2026-10-22
Ball & Co Wealth Management Inc.
CLOSED
Shares0 from 837
Change-837 (-100%)
Value$0 (-$59)
Filed 2026-11-05
Islay Capital Management, LLC
CLOSED
Shares0 from 750
Change-750 (-100%)
Value$0 (-$53.6K)
Filed 2026-10-20
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 720
Change-720 (-100%)
Value$0 (-$51.4K)
Filed 2026-10-29
Robinswood Financial LLC
CLOSED
Shares0 from 660
Change-660 (-100%)
Value$0 (-$47.1K)
Filed 2026-10-20
Mowery & Schoenfeld Wealth Management, LLC
CLOSED
Shares0 from 650
Change-650 (-100%)
Value$0 (-$46.4K)
Filed 2026-10-28
Midway Capital Research & Management
CLOSED
Shares0 from 600
Change-600 (-100%)
Value$0 (-$42.8K)
Filed 2026-10-20
Marquette Asset Management, LLC
CLOSED
Shares0 from 416
Change-416 (-100%)
Value$0 (-$29.7K)
Filed 2026-10-09
Compound Global Advisors, LLC
CLOSED
Shares0 from 400
Change-400 (-100%)
Value$0 (-$28.6K)
Filed 2026-10-20
Stone House Investment Management, LLC
CLOSED
Shares0 from 254
Change-254 (-100%)
Value$0 (-$18.1K)
Filed 2026-10-23
Jcic Asset Management Inc.
CLOSED
Shares0 from 230
Change-230 (-100%)
Value$0 (-$22.1K)
Filed 2026-10-30
Whipplewood Advisors, LLC
CLOSED
Shares0 from 163
Change-163 (-100%)
Value$0 (-$11.6K)
Filed 2026-10-20
Glynn Capital Management LLC
CLOSED
Shares0 from 151
Change-151 (-100%)
Value$0 (-$10.8K)
Filed 2026-10-07
Brooklyn FI, LLC
CLOSED
Shares0 from 142
Change-142 (-100%)
Value$0 (-$9.7K)
Filed 2026-11-05
Gill Capital Partners, LLC
CLOSED
Shares0 from 130
Change-130 (-100%)
Value$0 (-$9.3K)
Filed 2026-10-13
Caitong International Asset Management Co., Ltd
CLOSED
Shares0 from 119
Change-119 (-100%)
Value$0 (-$8.5K)
Filed 2026-10-29
Berbice Capital Management LLC
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$7.1K)
Filed 2026-10-13
SRH Advisors, LLC
CLOSED
Shares0 from 80
Change-80 (-100%)
Value$0 (-$5.7K)
Filed 2026-10-22
Sims Investment Management, LLC
CLOSED
Shares0 from 70
Change-70 (-100%)
Value$0 (-$5.7K)
Filed 2026-10-13
Atlatl Advisers LLC
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$3.6K)
Filed 2026-10-22
Harbor Asset Planning, Inc.
CLOSED
Shares0 from 40
Change-40 (-100%)
Value$0 (-$2.9K)
Filed 2026-10-23
Navigoe, LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 ($0)
Filed 2026-11-04
Intact Investment Management Inc.
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-11-03
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$677.5K (-$663.9K)
Filed 2026-10-29
BlackRock, Inc.
N/A
Shares— from 348,770,600
Change-348,770,600 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 275,026,936
Change-275,026,936 (-100%)
Value—
State Street Corp
N/A
Shares— from 180,129,582
Change-180,129,582 (-100%)
Value—
FMR LLC
N/A
Shares— from 135,937,268
Change-135,937,268 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 135,419,167
Change-135,419,167 (-100%)
Value—
Geode Capital Management, LLC
N/A
Shares— from 110,312,736
Change-110,312,736 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 99,723,374
Change-99,723,374 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 93,578,816
Change-93,578,816 (-100%)
Value—
Capital World Investors
N/A
Shares— from 87,336,163
Change-87,336,163 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 75,056,512
Change-75,056,512 (-100%)
Value—
Capital Research Global Investors
N/A
Shares— from 68,701,246
Change-68,701,246 (-100%)
Value—
Norges Bank
N/A
Shares— from 57,951,405
Change-57,951,405 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 44,322,490
Change-44,322,490 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 41,814,759
Change-41,814,759 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 40,017,462
Change-40,017,462 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 38,506,961
Change-38,506,961 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 37,457,348
Change-37,457,348 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 35,069,813
Change-35,069,813 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 33,723,951
Change-33,723,951 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 31,183,400
Change-31,183,400 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 30,878,034
Change-30,878,034 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 27,972,324
Change-27,972,324 (-100%)
Value—
Jennison Associates LLC
N/A
Shares— from 27,052,012
Change-27,052,012 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 26,421,929
Change-26,421,929 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 25,980,127
Change-25,980,127 (-100%)
Value—
UBS Group AG
N/A
Shares— from 25,707,292
Change-25,707,292 (-100%)
Value—
Amundi
N/A
Shares— from 25,513,155
Change-25,513,155 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 24,194,005
Change-24,194,005 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 22,424,271
Change-22,424,271 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 21,666,541
Change-21,666,541 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 20,415,312
Change-20,415,312 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 20,124,118
Change-20,124,118 (-100%)
Value—
Baillie Gifford & Co
N/A
Shares— from 16,173,823
Change-16,173,823 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 16,007,023
Change-16,007,023 (-100%)
Value—
Barclays PLC
N/A
Shares— from 15,599,832
Change-15,599,832 (-100%)
Value—
SRS Investment Management, LLC
N/A
Shares— from 15,184,530
Change-15,184,530 (-100%)
Value—
FIL Ltd
N/A
Shares— from 14,596,735
Change-14,596,735 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 14,477,821
Change-14,477,821 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 14,389,750
Change-14,389,750 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 13,837,051
Change-13,837,051 (-100%)
Value—
Pershing Square Inc.
N/A
Shares— from 13,081,465
Change-13,081,465 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 11,876,340
Change-11,876,340 (-100%)
Value—
Harris Associates L P
N/A
Shares— from 11,014,943
Change-11,014,943 (-100%)
Value—
Nordea Investment Management AB
N/A
Shares— from 10,382,920
Change-10,382,920 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 10,350,004
Change-10,350,004 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 9,838,548
Change-9,838,548 (-100%)
Value—
National Pension Service
N/A
Shares— from 9,718,007
Change-9,718,007 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 9,710,107
Change-9,710,107 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 9,376,258
Change-9,376,258 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 9,081,239
Change-9,081,239 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 8,953,967
Change-8,953,967 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 8,928,808
Change-8,928,808 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 8,842,099
Change-8,842,099 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 8,605,775
Change-8,605,775 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 8,537,436
Change-8,537,436 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 8,464,738
Change-8,464,738 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 8,381,907
Change-8,381,907 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 8,191,120
Change-8,191,120 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 7,988,817
Change-7,988,817 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 7,855,474
Change-7,855,474 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 7,296,809
Change-7,296,809 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 7,142,388
Change-7,142,388 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 7,055,696
Change-7,055,696 (-100%)
Value—
Fundsmith LLP
N/A
Shares— from 6,990,345
Change-6,990,345 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 6,917,871
Change-6,917,871 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 6,787,884
Change-6,787,884 (-100%)
Value—
Newlands Management Operations LLC
N/A
Shares— from 6,707,220
Change-6,707,220 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 6,427,657
Change-6,427,657 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 6,261,374
Change-6,261,374 (-100%)
Value—
Edgewood Management LLC
N/A
Shares— from 5,809,348
Change-5,809,348 (-100%)
Value—
Gardner Russo & Quinn LLC
N/A
Shares— from 5,710,088
Change-5,710,088 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 5,708,507
Change-5,708,507 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 5,635,433
Change-5,635,433 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 5,449,012
Change-5,449,012 (-100%)
Value—
Sands Capital Management, LLC
N/A
Shares— from 5,336,614
Change-5,336,614 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 4,933,739
Change-4,933,739 (-100%)
Value—
Primecap Management Co
N/A
Shares— from 4,790,465
Change-4,790,465 (-100%)
Value—
Coatue Management LLC
N/A
Shares— from 4,710,420
Change-4,710,420 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 4,658,045
Change-4,658,045 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 4,632,661
Change-4,632,661 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 4,506,850
Change-4,506,850 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 4,158,044
Change-4,158,044 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 4,107,959
Change-4,107,959 (-100%)
Value—
Employees Provident Fund Board
N/A
Shares— from 4,000,000
Change-4,000,000 (-100%)
Value—
Gilder Gagnon Howe & Co LLC
N/A
Shares— from 3,999,216
Change-3,999,216 (-100%)
Value—
Aviva PLC
N/A
Shares— from 3,906,213
Change-3,906,213 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 3,881,183
Change-3,881,183 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 3,817,184
Change-3,817,184 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 3,731,420
Change-3,731,420 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 3,689,076
Change-3,689,076 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 3,664,275
Change-3,664,275 (-100%)
Value—
APG Asset Management N.V.
N/A
Shares— from 3,643,985
Change-3,643,985 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 3,602,330
Change-3,602,330 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 3,575,603
Change-3,575,603 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 3,462,236
Change-3,462,236 (-100%)
Value—
Aberdeen Group plc
N/A
Shares— from 3,384,879
Change-3,384,879 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 3,336,966
Change-3,336,966 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 3,330,550
Change-3,330,550 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 3,286,132
Change-3,286,132 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 3,285,849
Change-3,285,849 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 3,112,999
Change-3,112,999 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 3,058,498
Change-3,058,498 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 3,053,372
Change-3,053,372 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 2,908,829
Change-2,908,829 (-100%)
Value—
Danske Bank A/S
N/A
Shares— from 2,901,740
Change-2,901,740 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 2,865,240
Change-2,865,240 (-100%)
Value—
Capital International Investors
N/A
Shares— from 2,855,650
Change-2,855,650 (-100%)
Value—
Handelsbanken Fonder AB
N/A
Shares— from 2,820,999
Change-2,820,999 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 2,809,691
Change-2,809,691 (-100%)
Value—
Jupiter Asset Management LTD
N/A
Shares— from 2,806,929
Change-2,806,929 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 2,793,384
Change-2,793,384 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 2,674,789
Change-2,674,789 (-100%)
Value—
PFA Pension, Forsikringsaktieselskab
N/A
Shares— from 2,584,761
Change-2,584,761 (-100%)
Value—
Consulta Ltd
N/A
Shares— from 2,550,000
Change-2,550,000 (-100%)
Value—
Crake Asset Management LLP
N/A
Shares— from 2,541,660
Change-2,541,660 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 2,529,862
Change-2,529,862 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 2,510,855
Change-2,510,855 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 2,491,456
Change-2,491,456 (-100%)
Value—
Storebrand Asset Management AS
N/A
Shares— from 2,447,377
Change-2,447,377 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 2,359,154
Change-2,359,154 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 2,305,450
Change-2,305,450 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 2,261,921
Change-2,261,921 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 2,206,781
Change-2,206,781 (-100%)
Value—
Fundsmith Investment Services Ltd.
N/A
Shares— from 2,186,945
Change-2,186,945 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 2,148,625
Change-2,148,625 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 2,136,987
Change-2,136,987 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 2,134,636
Change-2,134,636 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 2,109,537
Change-2,109,537 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 2,105,110
Change-2,105,110 (-100%)
Value—
Gobi Capital LLC
N/A
Shares— from 2,084,109
Change-2,084,109 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 2,081,767
Change-2,081,767 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 2,058,604
Change-2,058,604 (-100%)
Value—
Bristol John W & Co Inc
N/A
Shares— from 2,012,889
Change-2,012,889 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 1,927,210
Change-1,927,210 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 1,924,471
Change-1,924,471 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,914,596
Change-1,914,596 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 1,871,392
Change-1,871,392 (-100%)
Value—
Bowie Capital Management, LLC
N/A
Shares— from 1,843,924
Change-1,843,924 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,831,660
Change-1,831,660 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 1,798,923
Change-1,798,923 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 1,760,995
Change-1,760,995 (-100%)
Value—
Eurizon Capital SGR S.p.A.
N/A
Shares— from 1,744,680
Change-1,744,680 (-100%)
Value—
Man Group plc
N/A
Shares— from 1,728,747
Change-1,728,747 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,707,432
Change-1,707,432 (-100%)
Value—
OFI Invest Asset Management
N/A
Shares— from 1,704,493
Change-1,704,493 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 1,680,397
Change-1,680,397 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 1,671,185
Change-1,671,185 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,670,006
Change-1,670,006 (-100%)
Value—
Susquehanna Advisors Group, Inc.
N/A
Shares— from 1,643,800
Change-1,643,800 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 1,633,499
Change-1,633,499 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 1,631,177
Change-1,631,177 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 1,609,269
Change-1,609,269 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 1,608,423
Change-1,608,423 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 1,534,571
Change-1,534,571 (-100%)
Value—
Southpoint Capital Advisors LP
N/A
Shares— from 1,500,000
Change-1,500,000 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 1,485,431
Change-1,485,431 (-100%)
Value—
Nykredit A/S
N/A
Shares— from 1,480,345
Change-1,480,345 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 1,476,405
Change-1,476,405 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 1,472,507
Change-1,472,507 (-100%)
Value—
Tredje Ap-fonden
N/A
Shares— from 1,471,060
Change-1,471,060 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 1,470,897
Change-1,470,897 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 1,461,959
Change-1,461,959 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 1,456,892
Change-1,456,892 (-100%)
Value—
Harding Loevner LP
N/A
Shares— from 1,451,884
Change-1,451,884 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 1,451,319
Change-1,451,319 (-100%)
Value—
CIBC Capital Markets (Europe) S.A.
N/A
Shares— from 1,440,030
Change-1,440,030 (-100%)
Value—
Lansforsakringar Fondforvaltning AB (publ)
N/A
Shares— from 1,439,096
Change-1,439,096 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 1,433,983
Change-1,433,983 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 1,422,550
Change-1,422,550 (-100%)
Value—
ABN Amro Bank N.V.
N/A
Shares— from 1,421,750
Change-1,421,750 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 1,409,073
Change-1,409,073 (-100%)
Value—
AustralianSuper Pty Ltd
N/A
Shares— from 1,394,013
Change-1,394,013 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 1,391,959
Change-1,391,959 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 1,389,538
Change-1,389,538 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,344,912
Change-1,344,912 (-100%)
Value—
Life Cycle Investment Partners Ltd
N/A
Shares— from 1,311,995
Change-1,311,995 (-100%)
Value—
Blair William & Co
N/A
Shares— from 1,285,481
Change-1,285,481 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 1,268,753
Change-1,268,753 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 1,259,937
Change-1,259,937 (-100%)
Value—
DSM Capital Partners LLC
N/A
Shares— from 1,239,364
Change-1,239,364 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 1,216,319
Change-1,216,319 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 1,208,285
Change-1,208,285 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 1,194,835
Change-1,194,835 (-100%)
Value—
Altshuler Shaham Ltd
N/A
Shares— from 1,192,693
Change-1,192,693 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 1,147,561
Change-1,147,561 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 1,127,890
Change-1,127,890 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 1,123,870
Change-1,123,870 (-100%)
Value—
Harvard Management Co Inc
N/A
Shares— from 1,104,000
Change-1,104,000 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 1,096,286
Change-1,096,286 (-100%)
Value—
Fred Alger Management, LLC
N/A
Shares— from 1,086,063
Change-1,086,063 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 1,049,340
Change-1,049,340 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 1,047,371
Change-1,047,371 (-100%)
Value—
Capitolis Liquid Global Markets LLC
N/A
Shares— from 1,032,280
Change-1,032,280 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 1,015,742
Change-1,015,742 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 1,007,619
Change-1,007,619 (-100%)
Value—
Vinva Investment Management Ltd
N/A
Shares— from 997,937
Change-997,937 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 996,195
Change-996,195 (-100%)
Value—
Teewinot Capital Advisers, L.L.C.
N/A
Shares— from 987,648
Change-987,648 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 972,112
Change-972,112 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 969,566
Change-969,566 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 956,979
Change-956,979 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 939,260
Change-939,260 (-100%)
Value—
Magellan Asset Management Ltd
N/A
Shares— from 931,061
Change-931,061 (-100%)
Value—
Unisphere Establishment
N/A
Shares— from 925,200
Change-925,200 (-100%)
Value—
Comgest Global Investors S.A.S.
N/A
Shares— from 918,975
Change-918,975 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 897,463
Change-897,463 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 886,485
Change-886,485 (-100%)
Value—
Hamilton Capital Partners Inc.
N/A
Shares— from 879,189
Change-879,189 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 861,135
Change-861,135 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 853,146
Change-853,146 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 839,093
Change-839,093 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 821,768
Change-821,768 (-100%)
Value—
Bowen Hanes & Co Inc
N/A
Shares— from 820,550
Change-820,550 (-100%)
Value—
Saudi Central Bank
N/A
Shares— from 811,207
Change-811,207 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 810,026
Change-810,026 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 790,640
Change-790,640 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 786,200
Change-786,200 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 785,172
Change-785,172 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 777,821
Change-777,821 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 770,395
Change-770,395 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 769,128
Change-769,128 (-100%)
Value—
Milford Funds LTD
N/A
Shares— from 768,519
Change-768,519 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 751,281
Change-751,281 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 749,512
Change-749,512 (-100%)
Value—
Silvant Capital Management LLC
N/A
Shares— from 749,271
Change-749,271 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 745,140
Change-745,140 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 741,812
Change-741,812 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 738,770
Change-738,770 (-100%)
Value—
LGT Capital Partners Ltd.
N/A
Shares— from 736,313
Change-736,313 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 727,303
Change-727,303 (-100%)
Value—
Groupe la Francaise
N/A
Shares— from 720,653
Change-720,653 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 718,084
Change-718,084 (-100%)
Value—
Capital International Sarl
N/A
Shares— from 709,205
Change-709,205 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 701,797
Change-701,797 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 672,896
Change-672,896 (-100%)
Value—
Elo Mutual Pension Insurance Co
N/A
Shares— from 667,455
Change-667,455 (-100%)
Value—
Commerce Bank
N/A
Shares— from 667,253
Change-667,253 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 666,865
Change-666,865 (-100%)
Value—
Thornburg Investment Management Inc
N/A
Shares— from 665,548
Change-665,548 (-100%)
Value—
Nan Shan Life Insurance Co., Ltd.
N/A
Shares— from 665,142
Change-665,142 (-100%)
Value—
DigitalBridge Group, Inc.
N/A
Shares— from 657,444
Change-657,444 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 643,275
Change-643,275 (-100%)
Value—
Varma Mutual Pension Insurance Co
N/A
Shares— from 641,950
Change-641,950 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 638,094
Change-638,094 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 637,034
Change-637,034 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 631,445
Change-631,445 (-100%)
Value—
Mediolanum International Funds Ltd
N/A
Shares— from 630,392
Change-630,392 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 629,624
Change-629,624 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 624,031
Change-624,031 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 621,731
Change-621,731 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 618,766
Change-618,766 (-100%)
Value—
Ilmarinen Mutual Pension Insurance Co
N/A
Shares— from 617,037
Change-617,037 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 606,225
Change-606,225 (-100%)
Value—
Zurich Insurance Group Ltd
N/A
Shares— from 597,844
Change-597,844 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 590,348
Change-590,348 (-100%)
Value—
Summitry LLC
N/A
Shares— from 584,309
Change-584,309 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 584,132
Change-584,132 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 567,187
Change-567,187 (-100%)
Value—
ING Groep NV
N/A
Shares— from 543,995
Change-543,995 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 543,390
Change-543,390 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 535,729
Change-535,729 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 533,740
Change-533,740 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 529,559
Change-529,559 (-100%)
Value—
Artisan Partners Limited Partnership
N/A
Shares— from 517,119
Change-517,119 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 498,803
Change-498,803 (-100%)
Value—
Danica Pension, Livsforsikringsaktieselskab
N/A
Shares— from 496,549
Change-496,549 (-100%)
Value—
DF Dent & Co Inc
N/A
Shares— from 484,617
Change-484,617 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 476,216
Change-476,216 (-100%)
Value—
Andra Ap-fonden
N/A
Shares— from 469,050
Change-469,050 (-100%)
Value—
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
N/A
Shares— from 465,694
Change-465,694 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 465,359
Change-465,359 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 462,342
Change-462,342 (-100%)
Value—
Capital International, Inc.
N/A
Shares— from 459,458
Change-459,458 (-100%)
Value—
Grace & Mercy Foundation, Inc.
N/A
Shares— from 459,190
Change-459,190 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 452,890
Change-452,890 (-100%)
Value—
LBP AM SA
N/A
Shares— from 444,036
Change-444,036 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 434,700
Change-434,700 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 426,514
Change-426,514 (-100%)
Value—
Prudential PLC
N/A
Shares— from 420,791
Change-420,791 (-100%)
Value—
Venator Management LLC
N/A
Shares— from 418,675
Change-418,675 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 418,220
Change-418,220 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 416,806
Change-416,806 (-100%)
Value—
Cornerstone Advisors, LLC
N/A
Shares— from 411,281
Change-411,281 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 407,901
Change-407,901 (-100%)
Value—
&partners
N/A
Shares— from 405,813
Change-405,813 (-100%)
Value—
Rule One Partners, LLC
N/A
Shares— from 405,000
Change-405,000 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 403,127
Change-403,127 (-100%)
Value—
Dixon Mitchell Investment Counsel Inc.
N/A
Shares— from 397,083
Change-397,083 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 390,804
Change-390,804 (-100%)
Value—
Fiera Capital Corp
N/A
Shares— from 389,542
Change-389,542 (-100%)
Value—
Harvest Fund Management Co., Ltd
N/A
Shares— from 388,034
Change-388,034 (-100%)
Value—
Trillium Asset Management, LLC
N/A
Shares— from 385,626
Change-385,626 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 384,611
Change-384,611 (-100%)
Value—
Skye Global Management LP
N/A
Shares— from 382,000
Change-382,000 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 381,115
Change-381,115 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 377,950
Change-377,950 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 377,460
Change-377,460 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 376,133
Change-376,133 (-100%)
Value—
Rheos Capital Works Inc.
N/A
Shares— from 375,000
Change-375,000 (-100%)
Value—
Peregrine Capital Management LLC
N/A
Shares— from 373,591
Change-373,591 (-100%)
Value—
EFG International AG
N/A
Shares— from 373,481
Change-373,481 (-100%)
Value—
MAR Vista Investment Partners LLC
N/A
Shares— from 371,863
Change-371,863 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 364,654
Change-364,654 (-100%)
Value—
Capital International LTD
N/A
Shares— from 364,114
Change-364,114 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 359,212
Change-359,212 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 359,205
Change-359,205 (-100%)
Value—
Allstate Corp
N/A
Shares— from 359,190
Change-359,190 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 358,528
Change-358,528 (-100%)
Value—
PBU - The Pension Fund of Early Childhood & Youth Educators
N/A
Shares— from 356,739
Change-356,739 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 354,981
Change-354,981 (-100%)
Value—
CapitalatWork S.A.
N/A
Shares— from 354,600
Change-354,600 (-100%)
Value—
T. Rowe Price Investment Management, Inc.
N/A
Shares— from 353,142
Change-353,142 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 350,343
Change-350,343 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 346,044
Change-346,044 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 344,108
Change-344,108 (-100%)
Value—
Renaissance Group LLC
N/A
Shares— from 341,784
Change-341,784 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 340,601
Change-340,601 (-100%)
Value—
Groupama Asset Managment
N/A
Shares— from 336,885
Change-336,885 (-100%)
Value—
Mizuho Securities USA LLC
N/A
Shares— from 329,658
Change-329,658 (-100%)
Value—
Phoenix Asset Management Partners Ltd
N/A
Shares— from 329,210
Change-329,210 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 326,320
Change-326,320 (-100%)
Value—
Oddo BHF Asset Management SAS
N/A
Shares— from 321,809
Change-321,809 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 319,669
Change-319,669 (-100%)
Value—
Itau Unibanco Holding S.A.
N/A
Shares— from 317,713
Change-317,713 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 311,654
Change-311,654 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 309,702
Change-309,702 (-100%)
Value—
Alta Park Capital, LP
N/A
Shares— from 309,505
Change-309,505 (-100%)
Value—
Cantor Fitzgerald, L. P.
N/A
Shares— from 308,555
Change-308,555 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 308,217
Change-308,217 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 307,431
Change-307,431 (-100%)
Value—
Cumberland Partners Ltd
N/A
Shares— from 302,802
Change-302,802 (-100%)
Value—
ThornTree Capital Partners LP
N/A
Shares— from 300,810
Change-300,810 (-100%)
Value—
Ogborne Capital Management, LLC
N/A
Shares— from 300,000
Change-300,000 (-100%)
Value—
CCM Investment Advisers LLC
N/A
Shares— from 296,709
Change-296,709 (-100%)
Value—
LGT Group Foundation
N/A
Shares— from 296,676
Change-296,676 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 295,587
Change-295,587 (-100%)
Value—
Aristotle Atlantic Partners, LLC
N/A
Shares— from 294,635
Change-294,635 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 292,561
Change-292,561 (-100%)
Value—
Westfield Capital Management Co LP
N/A
Shares— from 290,833
Change-290,833 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 289,927
Change-289,927 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 288,995
Change-288,995 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 287,167
Change-287,167 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 286,495
Change-286,495 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 283,924
Change-283,924 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 283,674
Change-283,674 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 282,703
Change-282,703 (-100%)
Value—
Blue Sparrow, LLC
N/A
Shares— from 281,980
Change-281,980 (-100%)
Value—
Harvest Portfolios Group Inc.
N/A
Shares— from 279,588
Change-279,588 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 277,093
Change-277,093 (-100%)
Value—
Quinn Opportunity Partners LLC
N/A
Shares— from 276,603
Change-276,603 (-100%)
Value—
Greenlea Lane Capital Management, LLC
N/A
Shares— from 275,835
Change-275,835 (-100%)
Value—
Commerzbank Aktiengesellschaft
N/A
Shares— from 274,559
Change-274,559 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 272,678
Change-272,678 (-100%)
Value—
Trans-Canada Capital Inc.
N/A
Shares— from 272,240
Change-272,240 (-100%)
Value—
Ossiam
N/A
Shares— from 269,084
Change-269,084 (-100%)
Value—
Triglav Investments, D.O.O.
N/A
Shares— from 268,233
Change-268,233 (-100%)
Value—
Kentucky Retirement Systems
N/A
Shares— from 267,555
Change-267,555 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 266,280
Change-266,280 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 264,958
Change-264,958 (-100%)
Value—
Iron Gate Global Advisors LLC
N/A
Shares— from 259,047
Change-259,047 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 257,530
Change-257,530 (-100%)
Value—
Polar Asset Management Partners Inc.
N/A
Shares— from 250,950
Change-250,950 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 248,866
Change-248,866 (-100%)
Value—
Capital Wealth Planning, LLC
N/A
Shares— from 247,407
Change-247,407 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 246,954
Change-246,954 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 246,484
Change-246,484 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 244,055
Change-244,055 (-100%)
Value—
Dnca Finance
N/A
Shares— from 236,350
Change-236,350 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 232,182
Change-232,182 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 231,722
Change-231,722 (-100%)
Value—
Lombard Odier Asset Management (Switzerland) SA
N/A
Shares— from 230,632
Change-230,632 (-100%)
Value—
Baker Avenue Asset Management, LP
N/A
Shares— from 225,861
Change-225,861 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 225,466
Change-225,466 (-100%)
Value—
ARK Investment Management LLC
N/A
Shares— from 224,871
Change-224,871 (-100%)
Value—
Goodman Financial Corp
N/A
Shares— from 223,980
Change-223,980 (-100%)
Value—
Nicola Wealth Management Ltd.
N/A
Shares— from 222,700
Change-222,700 (-100%)
Value—
Canada Post Corp Registered Pension Plan
N/A
Shares— from 219,771
Change-219,771 (-100%)
Value—
Warther Private Wealth, LLC
N/A
Shares— from 218,150
Change-218,150 (-100%)
Value—
Sycale Advisors (NY) LLC
N/A
Shares— from 217,673
Change-217,673 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 216,728
Change-216,728 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 214,289
Change-214,289 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 213,561
Change-213,561 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 213,406
Change-213,406 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 212,622
Change-212,622 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 210,393
Change-210,393 (-100%)
Value—
Private Advisory Group LLC
N/A
Shares— from 209,494
Change-209,494 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 208,110
Change-208,110 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 207,446
Change-207,446 (-100%)
Value—
Allianz SE
N/A
Shares— from 204,612
Change-204,612 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 202,576
Change-202,576 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 202,278
Change-202,278 (-100%)
Value—
Twin Tree Management, LP
N/A
Shares— from 202,050
Change-202,050 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 201,170
Change-201,170 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 199,874
Change-199,874 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 196,045
Change-196,045 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 195,115
Change-195,115 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 194,883
Change-194,883 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 194,836
Change-194,836 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 194,145
Change-194,145 (-100%)
Value—
Hancock Prospecting Pty Ltd
N/A
Shares— from 194,000
Change-194,000 (-100%)
Value—
Amova Asset Management Americas, Inc.
N/A
Shares— from 191,270
Change-191,270 (-100%)
Value—
BLI - Banque de Luxembourg Investments
N/A
Shares— from 191,000
Change-191,000 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 189,579
Change-189,579 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 187,741
Change-187,741 (-100%)
Value—
Rosenblum Silverman Sutton S F Inc
N/A
Shares— from 186,495
Change-186,495 (-100%)
Value—
Islander Capital Partners, L.P.
N/A
Shares— from 185,828
Change-185,828 (-100%)
Value—
Manchester Global Management (UK) Ltd
N/A
Shares— from 185,500
Change-185,500 (-100%)
Value—
CastleKnight Management LP
N/A
Shares— from 183,820
Change-183,820 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 182,878
Change-182,878 (-100%)
Value—
Knuff & Co LLC
N/A
Shares— from 182,592
Change-182,592 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 182,485
Change-182,485 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 181,033
Change-181,033 (-100%)
Value—
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
N/A
Shares— from 181,004
Change-181,004 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 180,761
Change-180,761 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 180,468
Change-180,468 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 180,275
Change-180,275 (-100%)
Value—
Atika Capital Management LLC
N/A
Shares— from 180,000
Change-180,000 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 178,827
Change-178,827 (-100%)
Value—
Trajan Wealth LLC
N/A
Shares— from 177,567
Change-177,567 (-100%)
Value—
Systematic Alpha Investments, LLC
N/A
Shares— from 177,079
Change-177,079 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 176,689
Change-176,689 (-100%)
Value—
Mirova
N/A
Shares— from 175,462
Change-175,462 (-100%)
Value—
OAK Associates LTD
N/A
Shares— from 175,000
Change-175,000 (-100%)
Value—
VAN Lanschot Kempen Investment Management N.V.
N/A
Shares— from 174,500
Change-174,500 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 173,169
Change-173,169 (-100%)
Value—
Conway Capital Management, Inc.
N/A
Shares— from 172,510
Change-172,510 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 171,206
Change-171,206 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 170,903
Change-170,903 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 170,176
Change-170,176 (-100%)
Value—
One Madison Group LLC
N/A
Shares— from 170,000
Change-170,000 (-100%)
Value—
Jacobson & Schmitt Advisors, LLC
N/A
Shares— from 169,056
Change-169,056 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 169,054
Change-169,054 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 168,179
Change-168,179 (-100%)
Value—
S-Bank Fund Management Ltd
N/A
Shares— from 166,159
Change-166,159 (-100%)
Value—
Stephens Inc
N/A
Shares— from 165,525
Change-165,525 (-100%)
Value—
LGT Fund Management Co Ltd.
N/A
Shares— from 163,665
Change-163,665 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 162,925
Change-162,925 (-100%)
Value—
Tenzing Global Management, LLC
N/A
Shares— from 162,500
Change-162,500 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 160,318
Change-160,318 (-100%)
Value—
South Dakota Investment Council
N/A
Shares— from 158,099
Change-158,099 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 157,985
Change-157,985 (-100%)
Value—
Advocacy Wealth Management, LLC
N/A
Shares— from 156,583
Change-156,583 (-100%)
Value—
Callahan Advisors, LLC
N/A
Shares— from 151,451
Change-151,451 (-100%)
Value—
Great Lakes Advisors, LLC
N/A
Shares— from 151,221
Change-151,221 (-100%)
Value—
Empirical Finance, LLC
N/A
Shares— from 151,066
Change-151,066 (-100%)
Value—
Dock Street Asset Management Inc
N/A
Shares— from 150,995
Change-150,995 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 148,622
Change-148,622 (-100%)
Value—
Weitz Investment Management, Inc.
N/A
Shares— from 147,200
Change-147,200 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 145,026
Change-145,026 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 144,421
Change-144,421 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 142,218
Change-142,218 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 141,791
Change-141,791 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 140,987
Change-140,987 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 140,565
Change-140,565 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 139,800
Change-139,800 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 139,635
Change-139,635 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 138,632
Change-138,632 (-100%)
Value—
Clare Market Investments LLC
N/A
Shares— from 136,890
Change-136,890 (-100%)
Value—
Northwest & Ethical Investments L.P.
N/A
Shares— from 136,591
Change-136,591 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 135,005
Change-135,005 (-100%)
Value—
Osmosis Investment Management UK Ltd
N/A
Shares— from 134,798
Change-134,798 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 133,424
Change-133,424 (-100%)
Value—
Caisse DES Depots ET Consignations
N/A
Shares— from 132,609
Change-132,609 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 132,279
Change-132,279 (-100%)
Value—
Concord Investment Counsel Inc.
N/A
Shares— from 130,572
Change-130,572 (-100%)
Value—
Siemens Fonds Invest GmbH
N/A
Shares— from 130,493
Change-130,493 (-100%)
Value—
Westerkirk Capital Inc.
N/A
Shares— from 129,267
Change-129,267 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 128,334
Change-128,334 (-100%)
Value—
AlpenGlobal Capital LLC
N/A
Shares— from 127,931
Change-127,931 (-100%)
Value—
Robinhood Asset Management, LLC
N/A
Shares— from 127,559
Change-127,559 (-100%)
Value—
Atmos Capital Gestao de Recursos Ltda.
N/A
Shares— from 127,225
Change-127,225 (-100%)
Value—
Krane Funds Advisors LLC
N/A
Shares— from 127,211
Change-127,211 (-100%)
Value—
Seaview Investment Managers LLC
N/A
Shares— from 127,021
Change-127,021 (-100%)
Value—
Mufg Securities Americas Inc.
N/A
Shares— from 126,824
Change-126,824 (-100%)
Value—
Zevin Asset Management LLC
N/A
Shares— from 126,496
Change-126,496 (-100%)
Value—
Strategic Global Advisors, LLC
N/A
Shares— from 125,530
Change-125,530 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 122,685
Change-122,685 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 122,625
Change-122,625 (-100%)
Value—
Erste Towarzystwo Funduszy Inwestycyjnych S.A.
N/A
Shares— from 122,460
Change-122,460 (-100%)
Value—
Motco
N/A
Shares— from 122,371
Change-122,371 (-100%)
Value—
Sirios Capital Management L P
N/A
Shares— from 121,116
Change-121,116 (-100%)
Value—
Myda Advisors LLC
N/A
Shares— from 120,000
Change-120,000 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 117,930
Change-117,930 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 114,808
Change-114,808 (-100%)
Value—
Knollwood Investment Advisory, LLC
N/A
Shares— from 113,260
Change-113,260 (-100%)
Value—
Eurizon SLJ Capital Ltd
N/A
Shares— from 112,680
Change-112,680 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 112,450
Change-112,450 (-100%)
Value—
Securian Asset Management, Inc
N/A
Shares— from 111,894
Change-111,894 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 111,804
Change-111,804 (-100%)
Value—
SVB Wealth LLC
N/A
Shares— from 111,394
Change-111,394 (-100%)
Value—
Kentucky Retirement Systems Insurance Trust Fund
N/A
Shares— from 111,031
Change-111,031 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 109,946
Change-109,946 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 109,640
Change-109,640 (-100%)
Value—
DJE Kapital AG
N/A
Shares— from 109,228
Change-109,228 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 109,172
Change-109,172 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 109,085
Change-109,085 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 108,004
Change-108,004 (-100%)
Value—
Hillsdale Investment Management Inc.
N/A
Shares— from 106,830
Change-106,830 (-100%)
Value—
Ravenswood Partners LP
N/A
Shares— from 106,441
Change-106,441 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 104,820
Change-104,820 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 103,620
Change-103,620 (-100%)
Value—
Denali Advisors LLC
N/A
Shares— from 103,210
Change-103,210 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 102,769
Change-102,769 (-100%)
Value—
Hardman Johnston Global Advisors LLC
N/A
Shares— from 102,740
Change-102,740 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 102,001
Change-102,001 (-100%)
Value—
Zweig-DiMenna Associates LLC
N/A
Shares— from 101,000
Change-101,000 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 100,764
Change-100,764 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 100,367
Change-100,367 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 100,100
Change-100,100 (-100%)
Value—
Ally Financial Inc.
N/A
Shares— from 100,000
Change-100,000 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 98,751
Change-98,751 (-100%)
Value—
Titan Investment Solutions Ltd
N/A
Shares— from 97,175
Change-97,175 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 95,626
Change-95,626 (-100%)
Value—
Alight Capital Management LP
N/A
Shares— from 95,500
Change-95,500 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 94,575
Change-94,575 (-100%)
Value—
Impax Asset Management Group plc
N/A
Shares— from 94,427
Change-94,427 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 92,384
Change-92,384 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 92,374
Change-92,374 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 92,204
Change-92,204 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 92,136
Change-92,136 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 91,599
Change-91,599 (-100%)
Value—
Liontrust Investment Partners LLP
N/A
Shares— from 90,717
Change-90,717 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 90,631
Change-90,631 (-100%)
Value—
Zuckerman Investment Group, LLC
N/A
Shares— from 90,624
Change-90,624 (-100%)
Value—
Campbell Capital Management Inc
N/A
Shares— from 90,510
Change-90,510 (-100%)
Value—
Kesler, Norman & Wride, LLC
N/A
Shares— from 89,591
Change-89,591 (-100%)
Value—
Titan Wealth (CI) Ltd
N/A
Shares— from 89,435
Change-89,435 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 89,391
Change-89,391 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 88,690
Change-88,690 (-100%)
Value—
Stamos Capital Partners, L.P.
N/A
Shares— from 88,203
Change-88,203 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 87,037
Change-87,037 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 86,765
Change-86,765 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 86,429
Change-86,429 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 86,330
Change-86,330 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 85,867
Change-85,867 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 85,180
Change-85,180 (-100%)
Value—
First Long Island Investors, LLC
N/A
Shares— from 84,008
Change-84,008 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 83,854
Change-83,854 (-100%)
Value—
Annandale Capital, LLC
N/A
Shares— from 82,719
Change-82,719 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 82,647
Change-82,647 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 81,312
Change-81,312 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 81,048
Change-81,048 (-100%)
Value—
Te Ahumairangi Investment Management Ltd
N/A
Shares— from 80,840
Change-80,840 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 80,110
Change-80,110 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 79,944
Change-79,944 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 79,923
Change-79,923 (-100%)
Value—
Capital Group Investment Management Pte. Ltd.
N/A
Shares— from 79,184
Change-79,184 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 78,140
Change-78,140 (-100%)
Value—
Act Two Investors LLC
N/A
Shares— from 77,907
Change-77,907 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 77,419
Change-77,419 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 77,390
Change-77,390 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 76,873
Change-76,873 (-100%)
Value—
Amica Mutual Insurance Co
N/A
Shares— from 76,519
Change-76,519 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 76,362
Change-76,362 (-100%)
Value—
Weiss Asset Management LP
N/A
Shares— from 76,066
Change-76,066 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 74,635
Change-74,635 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 74,498
Change-74,498 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 74,471
Change-74,471 (-100%)
Value—
Akuna Securities LLC
N/A
Shares— from 73,970
Change-73,970 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 73,127
Change-73,127 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 72,940
Change-72,940 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 72,214
Change-72,214 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 71,554
Change-71,554 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 71,214
Change-71,214 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 71,185
Change-71,185 (-100%)
Value—
Cloverfields Capital Group, LP
N/A
Shares— from 70,078
Change-70,078 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 70,012
Change-70,012 (-100%)
Value—
Compass Rose Asset Management, LP
N/A
Shares— from 70,000
Change-70,000 (-100%)
Value—
Westerly Capital Management, LLC
N/A
Shares— from 70,000
Change-70,000 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 69,889
Change-69,889 (-100%)
Value—
Icici Prudential Asset Management Co Ltd
N/A
Shares— from 69,635
Change-69,635 (-100%)
Value—
Harvey Capital Management Inc
N/A
Shares— from 68,865
Change-68,865 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 68,824
Change-68,824 (-100%)
Value—
Quest Investment Management LLC
N/A
Shares— from 68,624
Change-68,624 (-100%)
Value—
Polen Capital Management LLC
N/A
Shares— from 68,139
Change-68,139 (-100%)
Value—
Emerald Investment Advisers, LLC
N/A
Shares— from 68,023
Change-68,023 (-100%)
Value—
Natixis
N/A
Shares— from 67,710
Change-67,710 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 67,614
Change-67,614 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 67,520
Change-67,520 (-100%)
Value—
Crestwood Capital Management, L.P.
N/A
Shares— from 67,494
Change-67,494 (-100%)
Value—
Selkirk Management LLC
N/A
Shares— from 67,300
Change-67,300 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 66,257
Change-66,257 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 65,386
Change-65,386 (-100%)
Value—
TFR Capital, Llc.
N/A
Shares— from 65,339
Change-65,339 (-100%)
Value—
Blackhawk Capital Partners, LLC
N/A
Shares— from 65,180
Change-65,180 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 64,982
Change-64,982 (-100%)
Value—
Infusive Asset Management Inc.
N/A
Shares— from 64,089
Change-64,089 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 63,749
Change-63,749 (-100%)
Value—
Prospect Hill Management, LLC
N/A
Shares— from 63,514
Change-63,514 (-100%)
Value—
Wesleyan Assurance Society
N/A
Shares— from 63,410
Change-63,410 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 62,933
Change-62,933 (-100%)
Value—
Simmons Bank
N/A
Shares— from 62,431
Change-62,431 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 62,189
Change-62,189 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 61,946
Change-61,946 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 61,565
Change-61,565 (-100%)
Value—
Nutshell Asset Management Ltd
N/A
Shares— from 61,380
Change-61,380 (-100%)
Value—
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
N/A
Shares— from 61,276
Change-61,276 (-100%)
Value—
Caption Management, LLC
N/A
Shares— from 61,100
Change-61,100 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 61,078
Change-61,078 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 60,274
Change-60,274 (-100%)
Value—
Eagle Capital Management LLC
N/A
Shares— from 60,230
Change-60,230 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 60,158
Change-60,158 (-100%)
Value—
Onex Canada Asset Management Inc.
N/A
Shares— from 59,772
Change-59,772 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 59,744
Change-59,744 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 59,627
Change-59,627 (-100%)
Value—
IKE Capital, LLC
N/A
Shares— from 58,832
Change-58,832 (-100%)
Value—
Howard Hughes Medical Institute
N/A
Shares— from 58,670
Change-58,670 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 58,448
Change-58,448 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 57,758
Change-57,758 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 57,698
Change-57,698 (-100%)
Value—
Twin Lakes Capital Management, LLC
N/A
Shares— from 57,624
Change-57,624 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 57,161
Change-57,161 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 56,893
Change-56,893 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 56,780
Change-56,780 (-100%)
Value—
Westpac Banking Corp
N/A
Shares— from 56,365
Change-56,365 (-100%)
Value—
Baader Bank Aktiengesellschaft
N/A
Shares— from 56,298
Change-56,298 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 55,473
Change-55,473 (-100%)
Value—
Conscious Wealth Investments, LLC
N/A
Shares— from 55,409
Change-55,409 (-100%)
Value—
Winch Advisory Services, LLC
N/A
Shares— from 54,556
Change-54,556 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 54,304
Change-54,304 (-100%)
Value—
Legato Capital Management LLC
N/A
Shares— from 54,260
Change-54,260 (-100%)
Value—
Scholtz & Company, LLC
N/A
Shares— from 54,213
Change-54,213 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 54,000
Change-54,000 (-100%)
Value—
Opal Capital LLC
N/A
Shares— from 53,783
Change-53,783 (-100%)
Value—
Citizens Business Bank
N/A
Shares— from 53,443
Change-53,443 (-100%)
Value—
Castlefield Investment Partners LLP
N/A
Shares— from 52,947
Change-52,947 (-100%)
Value—
Libra Wealth LLC
N/A
Shares— from 52,886
Change-52,886 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 52,489
Change-52,489 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 52,290
Change-52,290 (-100%)
Value—
Hamilton Wealth, LLC
N/A
Shares— from 51,654
Change-51,654 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 51,612
Change-51,612 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 51,264
Change-51,264 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 50,693
Change-50,693 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 50,534
Change-50,534 (-100%)
Value—
Saber Capital Managment, LLC
N/A
Shares— from 50,507
Change-50,507 (-100%)
Value—
Boxwood Ventures, Inc.
N/A
Shares— from 50,030
Change-50,030 (-100%)
Value—
Limestone Investment Advisors LP
N/A
Shares— from 49,567
Change-49,567 (-100%)
Value—
JAG Capital Management, LLC
N/A
Shares— from 49,343
Change-49,343 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 49,078
Change-49,078 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 48,597
Change-48,597 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 48,526
Change-48,526 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 48,085
Change-48,085 (-100%)
Value—
King Wealth Management Group
N/A
Shares— from 47,560
Change-47,560 (-100%)
Value—
Altrafin AG
N/A
Shares— from 47,504
Change-47,504 (-100%)
Value—
Soros Fund Management LLC
N/A
Shares— from 46,451
Change-46,451 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 46,089
Change-46,089 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 45,728
Change-45,728 (-100%)
Value—
Bank OZK
N/A
Shares— from 45,581
Change-45,581 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 45,398
Change-45,398 (-100%)
Value—
Decatur Capital Management, Inc.
N/A
Shares— from 45,289
Change-45,289 (-100%)
Value—
Harber Asset Management LLC
N/A
Shares— from 45,239
Change-45,239 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 45,020
Change-45,020 (-100%)
Value—
Saba Capital Management, L.P.A
N/A
Shares— from 45,000
Change-45,000 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 44,768
Change-44,768 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 44,719
Change-44,719 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 44,639
Change-44,639 (-100%)
Value—
Guardian Capital LP
N/A
Shares— from 44,555
Change-44,555 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 44,491
Change-44,491 (-100%)
Value—
William Blair Investment Management, LLC
N/A
Shares— from 44,309
Change-44,309 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 43,580
Change-43,580 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 43,419
Change-43,419 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 42,744
Change-42,744 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 42,619
Change-42,619 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 42,558
Change-42,558 (-100%)
Value—
Gardner Lewis Asset Management L P
N/A
Shares— from 42,350
Change-42,350 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 42,108
Change-42,108 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 42,080
Change-42,080 (-100%)
Value—
Aft, Forsyth & Sober, LLC
N/A
Shares— from 42,000
Change-42,000 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 41,789
Change-41,789 (-100%)
Value—
Audent Global Asset Management, LLC
N/A
Shares— from 41,706
Change-41,706 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 41,634
Change-41,634 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 41,586
Change-41,586 (-100%)
Value—
BNP Paribas
N/A
Shares— from 41,475
Change-41,475 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 41,280
Change-41,280 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 41,128
Change-41,128 (-100%)
Value—
Lord, Abbett & Co. LLC
N/A
Shares— from 41,085
Change-41,085 (-100%)
Value—
Meiji Yasuda Life Insurance Co
N/A
Shares— from 40,551
Change-40,551 (-100%)
Value—
Maniro Ltd
N/A
Shares— from 40,350
Change-40,350 (-100%)
Value—
Sphera Management Technology Funds Ltd
N/A
Shares— from 40,300
Change-40,300 (-100%)
Value—
Shellback Capital, LP
N/A
Shares— from 40,000
Change-40,000 (-100%)
Value—
Clayton Partners LLC
N/A
Shares— from 39,986
Change-39,986 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 39,983
Change-39,983 (-100%)
Value—
Cunning Capital Partners, LP
N/A
Shares— from 39,970
Change-39,970 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 39,809
Change-39,809 (-100%)
Value—
Calydon Capital
N/A
Shares— from 39,668
Change-39,668 (-100%)
Value—
Hyperion Capital Advisors LP
N/A
Shares— from 39,516
Change-39,516 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 39,465
Change-39,465 (-100%)
Value—
Zions Bancorporation, National Association
N/A
Shares— from 39,451
Change-39,451 (-100%)
Value—
Twin Capital Management Inc
N/A
Shares— from 39,164
Change-39,164 (-100%)
Value—
Point Windward Advisors Inc.
N/A
Shares— from 39,091
Change-39,091 (-100%)
Value—
Ostrum Asset Management
N/A
Shares— from 38,924
Change-38,924 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 38,900
Change-38,900 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 38,760
Change-38,760 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 38,732
Change-38,732 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 38,543
Change-38,543 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 38,418
Change-38,418 (-100%)
Value—
D L Carlson Investment Group Inc
N/A
Shares— from 38,242
Change-38,242 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 38,223
Change-38,223 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 38,096
Change-38,096 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 37,974
Change-37,974 (-100%)
Value—
Concentric Capital Strategies, LP
N/A
Shares— from 37,747
Change-37,747 (-100%)
Value—
Sentinel Dome Partners, LLC
N/A
Shares— from 37,000
Change-37,000 (-100%)
Value—
EMC Capital Management
N/A
Shares— from 36,800
Change-36,800 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 36,525
Change-36,525 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 36,495
Change-36,495 (-100%)
Value—
Neo Ivy Capital Management
N/A
Shares— from 36,482
Change-36,482 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 36,326
Change-36,326 (-100%)
Value—
Lighthouse Investment Partners, LLC
N/A
Shares— from 36,123
Change-36,123 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 35,922
Change-35,922 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 35,711
Change-35,711 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 35,593
Change-35,593 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 35,203
Change-35,203 (-100%)
Value—
Peloton Wealth Strategists
N/A
Shares— from 35,065
Change-35,065 (-100%)
Value—
B & T Capital Management DBA Alpha Capital Management
N/A
Shares— from 34,920
Change-34,920 (-100%)
Value—
Synergy Financial Group, LTD
N/A
Shares— from 34,643
Change-34,643 (-100%)
Value—
GKV Capital Management Co., Inc.
N/A
Shares— from 34,556
Change-34,556 (-100%)
Value—
Mokan Wealth Management Inc.
N/A
Shares— from 33,648
Change-33,648 (-100%)
Value—
Brendel Financial Advisors LLC
N/A
Shares— from 33,536
Change-33,536 (-100%)
Value—
Havemeyer Place LP
N/A
Shares— from 33,504
Change-33,504 (-100%)
Value—
Marathon Trading Investment Management LLC
N/A
Shares— from 33,229
Change-33,229 (-100%)
Value—
Nikulski Financial, Inc.
N/A
Shares— from 32,927
Change-32,927 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 32,809
Change-32,809 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 32,760
Change-32,760 (-100%)
Value—
STG Securities, LLC
N/A
Shares— from 32,662
Change-32,662 (-100%)
Value—
Bay Rivers Group
N/A
Shares— from 32,652
Change-32,652 (-100%)
Value—
Intercapital, LLC
N/A
Shares— from 32,000
Change-32,000 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 31,935
Change-31,935 (-100%)
Value—
Trivant Custom Portfolio Group, LLC
N/A
Shares— from 31,850
Change-31,850 (-100%)
Value—
Saranac Partners Ltd
N/A
Shares— from 31,823
Change-31,823 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 31,769
Change-31,769 (-100%)
Value—
RiverPark Advisors, LLC
N/A
Shares— from 31,475
Change-31,475 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 31,468
Change-31,468 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 31,391
Change-31,391 (-100%)
Value—
Catalyst Financial Partners LLC
N/A
Shares— from 31,326
Change-31,326 (-100%)
Value—
Monetta Financial Services Inc
N/A
Shares— from 31,000
Change-31,000 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 30,983
Change-30,983 (-100%)
Value—
Fairfield, Bush & Co.
N/A
Shares— from 30,851
Change-30,851 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 30,766
Change-30,766 (-100%)
Value—
Beacon Investment Advisors LLC
N/A
Shares— from 30,715
Change-30,715 (-100%)
Value—
RD Lewis Holdings, Inc.
N/A
Shares— from 30,664
Change-30,664 (-100%)
Value—
Employees Retirement System of Texas
N/A
Shares— from 30,544
Change-30,544 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 30,488
Change-30,488 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 30,375
Change-30,375 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 30,289
Change-30,289 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 30,240
Change-30,240 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 30,114
Change-30,114 (-100%)
Value—
CIM Investment Management Inc
N/A
Shares— from 30,005
Change-30,005 (-100%)
Value—
Platinum Investment Management LTD
N/A
Shares— from 30,000
Change-30,000 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 29,904
Change-29,904 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 29,585
Change-29,585 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 29,497
Change-29,497 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 29,412
Change-29,412 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 29,225
Change-29,225 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 29,201
Change-29,201 (-100%)
Value—
Connable Office Inc
N/A
Shares— from 29,174
Change-29,174 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 29,012
Change-29,012 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 28,963
Change-28,963 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 28,829
Change-28,829 (-100%)
Value—
Evergreen Wealth Management, LLC
N/A
Shares— from 28,707
Change-28,707 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 28,685
Change-28,685 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 28,651
Change-28,651 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 28,612
Change-28,612 (-100%)
Value—
Benchmark Investment Advisors LLC
N/A
Shares— from 28,579
Change-28,579 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 28,560
Change-28,560 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 28,271
Change-28,271 (-100%)
Value—
Permanens Capital L.P.
N/A
Shares— from 28,088
Change-28,088 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 27,970
Change-27,970 (-100%)
Value—
DoubleLine ETF Adviser LP
N/A
Shares— from 27,932
Change-27,932 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 27,728
Change-27,728 (-100%)
Value—
Alpine Woods Capital Investors, LLC
N/A
Shares— from 27,580
Change-27,580 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 27,421
Change-27,421 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 27,357
Change-27,357 (-100%)
Value—
Rowlandmiller & Partners.adv
N/A
Shares— from 27,305
Change-27,305 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 26,769
Change-26,769 (-100%)
Value—
Personal CFO Solutions, LLC
N/A
Shares— from 26,616
Change-26,616 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 26,590
Change-26,590 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 26,544
Change-26,544 (-100%)
Value—
California First Leasing Corp
N/A
Shares— from 26,500
Change-26,500 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 26,384
Change-26,384 (-100%)
Value—
CMT Capital Markets Trading GmbH
N/A
Shares— from 26,253
Change-26,253 (-100%)
Value—
Empire Financial Management Company, LLC
N/A
Shares— from 26,168
Change-26,168 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 26,136
Change-26,136 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 26,059
Change-26,059 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 25,899
Change-25,899 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 25,859
Change-25,859 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 25,656
Change-25,656 (-100%)
Value—
Nelson Capital Management, LLC
N/A
Shares— from 25,580
Change-25,580 (-100%)
Value—
Fox Hill Wealth Management
N/A
Shares— from 25,488
Change-25,488 (-100%)
Value—
Ceeto Capital Group, LLC
N/A
Shares— from 25,350
Change-25,350 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 25,339
Change-25,339 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 25,034
Change-25,034 (-100%)
Value—
Siren, L.L.C.
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
SSA Swiss Advisors AG
N/A
Shares— from 24,870
Change-24,870 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 24,857
Change-24,857 (-100%)
Value—
Osprey Private Wealth LLC
N/A
Shares— from 24,751
Change-24,751 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 24,428
Change-24,428 (-100%)
Value—
Figure 8 Investment Strategies LLC
N/A
Shares— from 24,377
Change-24,377 (-100%)
Value—
Intesa Sanpaolo S.p.A.
N/A
Shares— from 24,321
Change-24,321 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 24,170
Change-24,170 (-100%)
Value—
Timber Creek Capital Management LLC
N/A
Shares— from 24,096
Change-24,096 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 24,044
Change-24,044 (-100%)
Value—
Fairtree Asset Management (Pty) Ltd
N/A
Shares— from 24,003
Change-24,003 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 23,874
Change-23,874 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 23,768
Change-23,768 (-100%)
Value—
Pioneer Trust Bank N A
N/A
Shares— from 23,615
Change-23,615 (-100%)
Value—
Bancreek Capital Management, LP
N/A
Shares— from 23,579
Change-23,579 (-100%)
Value—
Capital Markets Trading UK LLP
N/A
Shares— from 23,510
Change-23,510 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 23,496
Change-23,496 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 23,396
Change-23,396 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 23,184
Change-23,184 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 23,038
Change-23,038 (-100%)
Value—
United Bank
N/A
Shares— from 23,005
Change-23,005 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 22,963
Change-22,963 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 22,907
Change-22,907 (-100%)
Value—
White Pine Capital LLC
N/A
Shares— from 22,888
Change-22,888 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 22,874
Change-22,874 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 22,809
Change-22,809 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 22,706
Change-22,706 (-100%)
Value—
Pitti Group Wealth Management, LLC
N/A
Shares— from 22,567
Change-22,567 (-100%)
Value—
Volterra Technologies LP
N/A
Shares— from 22,455
Change-22,455 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 22,403
Change-22,403 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 22,366
Change-22,366 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 22,346
Change-22,346 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 22,339
Change-22,339 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 22,101
Change-22,101 (-100%)
Value—
Navalign, LLC
N/A
Shares— from 21,998
Change-21,998 (-100%)
Value—
Alphadyne Asset Management LP
N/A
Shares— from 21,986
Change-21,986 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 21,772
Change-21,772 (-100%)
Value—
Evolutionary Tree Capital Management, LLC
N/A
Shares— from 21,760
Change-21,760 (-100%)
Value—
Catalyst Funds Management Pty Ltd
N/A
Shares— from 21,610
Change-21,610 (-100%)
Value—
Little House Capital LLC
N/A
Shares— from 21,603
Change-21,603 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 21,545
Change-21,545 (-100%)
Value—
Stance Capital LLC
N/A
Shares— from 21,418
Change-21,418 (-100%)
Value—
Bellwether Advisors, LLC
N/A
Shares— from 21,224
Change-21,224 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 21,104
Change-21,104 (-100%)
Value—
Constant Guidance Financial LLC
N/A
Shares— from 21,093
Change-21,093 (-100%)
Value—
Triton Financial Group Inc
N/A
Shares— from 20,995
Change-20,995 (-100%)
Value—
Acorns Advisers, LLC
N/A
Shares— from 20,987
Change-20,987 (-100%)
Value—
Hartford Funds Management Co LLC
N/A
Shares— from 20,932
Change-20,932 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 20,928
Change-20,928 (-100%)
Value—
Aimz Investment Advisors, LLC
N/A
Shares— from 20,855
Change-20,855 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 20,472
Change-20,472 (-100%)
Value—
J. Goldman & Co LP
N/A
Shares— from 20,402
Change-20,402 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 20,220
Change-20,220 (-100%)
Value—
Old North State Trust, LLC
N/A
Shares— from 20,079
Change-20,079 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 20,056
Change-20,056 (-100%)
Value—
Matters Capital LLC
N/A
Shares— from 20,030
Change-20,030 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 20,022
Change-20,022 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 20,002
Change-20,002 (-100%)
Value—
Firsthand Capital Management, Inc.
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 19,909
Change-19,909 (-100%)
Value—
Mathes Company, Inc.
N/A
Shares— from 19,810
Change-19,810 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 19,732
Change-19,732 (-100%)
Value—
Anderson Financial Strategies, LLC
N/A
Shares— from 19,652
Change-19,652 (-100%)
Value—
Infrastructure Capital Advisors, LLC
N/A
Shares— from 19,613
Change-19,613 (-100%)
Value—
Dana Investment Advisors, Inc.
N/A
Shares— from 19,608
Change-19,608 (-100%)
Value—
Cladis Investment Advisory, LLC
N/A
Shares— from 19,585
Change-19,585 (-100%)
Value—
Vela Investment Management, LLC
N/A
Shares— from 19,543
Change-19,543 (-100%)
Value—
Optas, LLC
N/A
Shares— from 19,522
Change-19,522 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 19,416
Change-19,416 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 19,354
Change-19,354 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 19,242
Change-19,242 (-100%)
Value—
Highview Capital Management LLC
N/A
Shares— from 19,100
Change-19,100 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 19,098
Change-19,098 (-100%)
Value—
Abbot Financial Management, Inc.
N/A
Shares— from 19,097
Change-19,097 (-100%)
Value—
Olde Wealth Management, LLC
N/A
Shares— from 19,093
Change-19,093 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 19,030
Change-19,030 (-100%)
Value—
Future Fund LLC
N/A
Shares— from 19,018
Change-19,018 (-100%)
Value—
Lombard Odier Asset Management (USA) Corp
N/A
Shares— from 19,000
Change-19,000 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 18,989
Change-18,989 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 18,901
Change-18,901 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 18,746
Change-18,746 (-100%)
Value—
Wealthedge Investment Advisors, LLC
N/A
Shares— from 18,625
Change-18,625 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 18,624
Change-18,624 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 18,394
Change-18,394 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 18,333
Change-18,333 (-100%)
Value—
Sagewood Asset Management LP
N/A
Shares— from 18,326
Change-18,326 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 18,240
Change-18,240 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 18,230
Change-18,230 (-100%)
Value—
AlphaGrep UK Ltd
N/A
Shares— from 18,164
Change-18,164 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 17,902
Change-17,902 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 17,868
Change-17,868 (-100%)
Value—
Alaethes Wealth, LLC
N/A
Shares— from 17,865
Change-17,865 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 17,847
Change-17,847 (-100%)
Value—
Hudson Value Partners, LLC
N/A
Shares— from 17,810
Change-17,810 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 17,761
Change-17,761 (-100%)
Value—
Defiance ETFs, LLC
N/A
Shares— from 17,734
Change-17,734 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 17,580
Change-17,580 (-100%)
Value—
Citizens & Northern Corp
N/A
Shares— from 17,453
Change-17,453 (-100%)
Value—
Laraway Financial Advisors Inc
N/A
Shares— from 17,400
Change-17,400 (-100%)
Value—
Northstar Advisory Group, LLC
N/A
Shares— from 17,386
Change-17,386 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 17,175
Change-17,175 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 17,129
Change-17,129 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 17,087
Change-17,087 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 17,077
Change-17,077 (-100%)
Value—
Dover Advisors, LLC
N/A
Shares— from 17,048
Change-17,048 (-100%)
Value—
Advisors Preferred, LLC
N/A
Shares— from 17,000
Change-17,000 (-100%)
Value—
Invst, LLC
N/A
Shares— from 16,991
Change-16,991 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 16,735
Change-16,735 (-100%)
Value—
Riverview Capital Advisers, LLC
N/A
Shares— from 16,635
Change-16,635 (-100%)
Value—
Lombard Odier Asset Management (Europe) Ltd
N/A
Shares— from 16,578
Change-16,578 (-100%)
Value—
SBI Okasan Asset Management Co.Ltd.
N/A
Shares— from 16,560
Change-16,560 (-100%)
Value—
Hansen & Associates Financial Group, Inc.
N/A
Shares— from 16,544
Change-16,544 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 16,510
Change-16,510 (-100%)
Value—
Cedar Wealth Management, LLC
N/A
Shares— from 16,489
Change-16,489 (-100%)
Value—
Paragon Financial Partners, Inc.
N/A
Shares— from 16,453
Change-16,453 (-100%)
Value—
Cetera Trust Company, N.a
N/A
Shares— from 16,440
Change-16,440 (-100%)
Value—
X Advisors, LLC
N/A
Shares— from 16,438
Change-16,438 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 16,420
Change-16,420 (-100%)
Value—
First Pacific Advisors, LP
N/A
Shares— from 16,400
Change-16,400 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 16,382
Change-16,382 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 16,331
Change-16,331 (-100%)
Value—
Fuller & Thaler Asset Management, Inc.
N/A
Shares— from 16,284
Change-16,284 (-100%)
Value—
Westbourne Investments, Inc.
N/A
Shares— from 16,260
Change-16,260 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 16,256
Change-16,256 (-100%)
Value—
PeakShares LLC
N/A
Shares— from 16,243
Change-16,243 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 16,206
Change-16,206 (-100%)
Value—
Capula Management Ltd
N/A
Shares— from 16,101
Change-16,101 (-100%)
Value—
London Co of Virginia
N/A
Shares— from 16,100
Change-16,100 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 16,054
Change-16,054 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 16,030
Change-16,030 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 15,980
Change-15,980 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 15,667
Change-15,667 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 15,615
Change-15,615 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 15,569
Change-15,569 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 15,538
Change-15,538 (-100%)
Value—
Samara Investment Management, LLC
N/A
Shares— from 15,495
Change-15,495 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 15,493
Change-15,493 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 15,471
Change-15,471 (-100%)
Value—
Hardy Reed LLC
N/A
Shares— from 15,341
Change-15,341 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 15,315
Change-15,315 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 15,126
Change-15,126 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 15,118
Change-15,118 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 15,080
Change-15,080 (-100%)
Value—
Natural Investments, LLC
N/A
Shares— from 15,045
Change-15,045 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 15,018
Change-15,018 (-100%)
Value—
Condor Capital Management
N/A
Shares— from 14,998
Change-14,998 (-100%)
Value—
City National Bank of Florida
N/A
Shares— from 14,971
Change-14,971 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 14,725
Change-14,725 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 14,705
Change-14,705 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 14,531
Change-14,531 (-100%)
Value—
Fosun International Ltd
N/A
Shares— from 14,526
Change-14,526 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 14,506
Change-14,506 (-100%)
Value—
Wealth Advisors of Tampa Bay, LLC
N/A
Shares— from 14,370
Change-14,370 (-100%)
Value—
Wittenberg Investment Management, Inc.
N/A
Shares— from 14,280
Change-14,280 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 14,192
Change-14,192 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 14,169
Change-14,169 (-100%)
Value—
TIG Advisors, LLC
N/A
Shares— from 14,144
Change-14,144 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 14,066
Change-14,066 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 14,012
Change-14,012 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 13,962
Change-13,962 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 13,916
Change-13,916 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 13,870
Change-13,870 (-100%)
Value—
Precision Wealth Strategies, LLC
N/A
Shares— from 13,852
Change-13,852 (-100%)
Value—
Fund Advisors of America Inc
N/A
Shares— from 13,804
Change-13,804 (-100%)
Value—
Mainstay Capital Management LLC
N/A
Shares— from 13,784
Change-13,784 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 13,666
Change-13,666 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 13,662
Change-13,662 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 13,642
Change-13,642 (-100%)
Value—
Continental Investors Services, Inc.
N/A
Shares— from 13,617
Change-13,617 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 13,614
Change-13,614 (-100%)
Value—
Kavar Capital Partners Group, LLC
N/A
Shares— from 13,611
Change-13,611 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 13,580
Change-13,580 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 13,421
Change-13,421 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 13,365
Change-13,365 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 13,320
Change-13,320 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 13,294
Change-13,294 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 13,155
Change-13,155 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 13,153
Change-13,153 (-100%)
Value—
Sienna Gestion
N/A
Shares— from 13,089
Change-13,089 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 13,073
Change-13,073 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 13,065
Change-13,065 (-100%)
Value—
Boyd Watterson Asset Management LLC
N/A
Shares— from 13,020
Change-13,020 (-100%)
Value—
AR Asset Management Inc
N/A
Shares— from 13,000
Change-13,000 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 12,939
Change-12,939 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 12,926
Change-12,926 (-100%)
Value—
MainStreet Investment Advisors LLC
N/A
Shares— from 12,925
Change-12,925 (-100%)
Value—
Corient IA LP
N/A
Shares— from 12,900
Change-12,900 (-100%)
Value—
denkapparat Operations GmbH
N/A
Shares— from 12,822
Change-12,822 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 12,735
Change-12,735 (-100%)
Value—
Sompo Asset Management Co., Ltd.
N/A
Shares— from 12,590
Change-12,590 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 12,555
Change-12,555 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 12,540
Change-12,540 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 12,498
Change-12,498 (-100%)
Value—
Mirabaud Asset Management Ltd
N/A
Shares— from 12,452
Change-12,452 (-100%)
Value—
Nwam LLC
N/A
Shares— from 12,433
Change-12,433 (-100%)
Value—
Paces Ferry Wealth Advisors, LLC
N/A
Shares— from 12,391
Change-12,391 (-100%)
Value—
PCB Capital LLC
N/A
Shares— from 12,346
Change-12,346 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 12,319
Change-12,319 (-100%)
Value—
All Terrain Financial Advisors, LLC
N/A
Shares— from 12,235
Change-12,235 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 12,214
Change-12,214 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 12,190
Change-12,190 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 12,150
Change-12,150 (-100%)
Value—
Chokshi & Queen Wealth Advisors, Inc
N/A
Shares— from 12,150
Change-12,150 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 12,088
Change-12,088 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 12,080
Change-12,080 (-100%)
Value—
Legend Capital Advisors LLC
N/A
Shares— from 12,070
Change-12,070 (-100%)
Value—
Winslow Capital Management, LLC
N/A
Shares— from 12,041
Change-12,041 (-100%)
Value—
BIT Capital GmbH
N/A
Shares— from 12,035
Change-12,035 (-100%)
Value—
Horiko Capital Management LLC
N/A
Shares— from 12,020
Change-12,020 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 11,976
Change-11,976 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 11,931
Change-11,931 (-100%)
Value—
Generali Investments Towarzystwo Funduszy Inwestycyjnych
N/A
Shares— from 11,850
Change-11,850 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 11,838
Change-11,838 (-100%)
Value—
Latko Wealth Management, Ltd.
N/A
Shares— from 11,797
Change-11,797 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 11,758
Change-11,758 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 11,676
Change-11,676 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 11,657
Change-11,657 (-100%)
Value—
Pekao Towarzystwo Funduszy Inwestycyjnych S.A.
N/A
Shares— from 11,632
Change-11,632 (-100%)
Value—
Empire Life Investments Inc.
N/A
Shares— from 11,616
Change-11,616 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 11,609
Change-11,609 (-100%)
Value—
US Asset Management LLC
N/A
Shares— from 11,514
Change-11,514 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 11,503
Change-11,503 (-100%)
Value—
Cyber Hornet ETFs LLC
N/A
Shares— from 11,468
Change-11,468 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 11,437
Change-11,437 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 11,436
Change-11,436 (-100%)
Value—
Asahi Life Asset Management Co., Ltd.
N/A
Shares— from 11,417
Change-11,417 (-100%)
Value—
CNB Bank
N/A
Shares— from 11,365
Change-11,365 (-100%)
Value—
Betterment LLC
N/A
Shares— from 11,289
Change-11,289 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 11,285
Change-11,285 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 11,254
Change-11,254 (-100%)
Value—
Aster Capital Management (Difc) Ltd
N/A
Shares— from 11,245
Change-11,245 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 11,206
Change-11,206 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 11,143
Change-11,143 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 11,105
Change-11,105 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 10,930
Change-10,930 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 10,870
Change-10,870 (-100%)
Value—
Hurricane Capital Advisors LLC
N/A
Shares— from 10,862
Change-10,862 (-100%)
Value—
Oxford Wealth Group, LLC
N/A
Shares— from 10,837
Change-10,837 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 10,830
Change-10,830 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 10,810
Change-10,810 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 10,808
Change-10,808 (-100%)
Value—
McDonough Capital Management, Inc
N/A
Shares— from 10,686
Change-10,686 (-100%)
Value—
Tailwinds Wealth, LLC
N/A
Shares— from 10,678
Change-10,678 (-100%)
Value—
Coign Capital Advisors LLC
N/A
Shares— from 10,664
Change-10,664 (-100%)
Value—
Oder Investment Management, LLC
N/A
Shares— from 10,645
Change-10,645 (-100%)
Value—
Warner Group LLC
N/A
Shares— from 10,608
Change-10,608 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 10,600
Change-10,600 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 10,598
Change-10,598 (-100%)
Value—
Elevation Advisory Partners LLC
N/A
Shares— from 10,568
Change-10,568 (-100%)
Value—
Buffalo Business & Estate Services LTD
N/A
Shares— from 10,500
Change-10,500 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 10,494
Change-10,494 (-100%)
Value—
Earned Wealth Advisors, LLC
N/A
Shares— from 10,433
Change-10,433 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 10,360
Change-10,360 (-100%)
Value—
Cercano Management LLC
N/A
Shares— from 10,330
Change-10,330 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 10,307
Change-10,307 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 10,294
Change-10,294 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 10,290
Change-10,290 (-100%)
Value—
Alan B Lancz & Associates, Inc.
N/A
Shares— from 10,255
Change-10,255 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 10,245
Change-10,245 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 10,223
Change-10,223 (-100%)
Value—
Papamarkou Wellner Asset Management inc.
N/A
Shares— from 10,215
Change-10,215 (-100%)
Value—
Elk River Wealth Management LLC
N/A
Shares— from 10,201
Change-10,201 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 10,173
Change-10,173 (-100%)
Value—
North Dallas Bank & Trust Co
N/A
Shares— from 10,150
Change-10,150 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 10,112
Change-10,112 (-100%)
Value—
Stoneridge Investment Partners LLC
N/A
Shares— from 10,102
Change-10,102 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 10,088
Change-10,088 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 10,071
Change-10,071 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 10,070
Change-10,070 (-100%)
Value—
Nicholas Investment Partners, LP
N/A
Shares— from 10,041
Change-10,041 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 10,025
Change-10,025 (-100%)
Value—
KMT Wealth Management, LLC
N/A
Shares— from 10,013
Change-10,013 (-100%)
Value—
Needham Investment Management LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 9,952
Change-9,952 (-100%)
Value—
Qsemble Capital Management, LP
N/A
Shares— from 9,856
Change-9,856 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 9,855
Change-9,855 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 9,772
Change-9,772 (-100%)
Value—
Emerald Advisers, LLC
N/A
Shares— from 9,744
Change-9,744 (-100%)
Value—
Alvarez & Marsal Private Wealth Partners, LLC
N/A
Shares— from 9,697
Change-9,697 (-100%)
Value—
Khazanah Nasional Berhad
N/A
Shares— from 9,686
Change-9,686 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 9,683
Change-9,683 (-100%)
Value—
MOR Wealth Management, LLC
N/A
Shares— from 9,673
Change-9,673 (-100%)
Value—
Invictus Private Wealth, LLC
N/A
Shares— from 9,665
Change-9,665 (-100%)
Value—
SGL Investment Advisors, Inc.
N/A
Shares— from 9,637
Change-9,637 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 9,565
Change-9,565 (-100%)
Value—
Second Half Financial Partners, LLC
N/A
Shares— from 9,546
Change-9,546 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 9,536
Change-9,536 (-100%)
Value—
First National Advisers, LLC
N/A
Shares— from 9,423
Change-9,423 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 9,419
Change-9,419 (-100%)
Value—
Carl P. Sherr & Co., LLC
N/A
Shares— from 9,402
Change-9,402 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 9,392
Change-9,392 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 9,310
Change-9,310 (-100%)
Value—
First Dallas Securities Inc.
N/A
Shares— from 9,238
Change-9,238 (-100%)
Value—
Monograph Wealth Advisors, LLC
N/A
Shares— from 9,238
Change-9,238 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 9,202
Change-9,202 (-100%)
Value—
Jupiter Wealth Management LLC
N/A
Shares— from 9,200
Change-9,200 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 9,100
Change-9,100 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 9,087
Change-9,087 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 9,079
Change-9,079 (-100%)
Value—
Crestmont Private Wealth LLC
N/A
Shares— from 9,036
Change-9,036 (-100%)
Value—
EWA, LLC
N/A
Shares— from 9,022
Change-9,022 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 9,012
Change-9,012 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 9,009
Change-9,009 (-100%)
Value—
Curio Wealth, LLC
N/A
Shares— from 9,007
Change-9,007 (-100%)
Value—
EntryPoint Capital, LLC
N/A
Shares— from 9,005
Change-9,005 (-100%)
Value—
Prospect Financial Services LLC
N/A
Shares— from 8,991
Change-8,991 (-100%)
Value—
BCS Private Wealth Management, Inc.
N/A
Shares— from 8,960
Change-8,960 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 8,830
Change-8,830 (-100%)
Value—
Twinbeech Capital LP
N/A
Shares— from 8,826
Change-8,826 (-100%)
Value—
Banco BTG Pactual S.A.
N/A
Shares— from 8,805
Change-8,805 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 8,800
Change-8,800 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 8,794
Change-8,794 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 8,785
Change-8,785 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 8,782
Change-8,782 (-100%)
Value—
Clearstead Trust, LLC
N/A
Shares— from 8,704
Change-8,704 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 8,703
Change-8,703 (-100%)
Value—
Bernicke Wealth Management, Ltd.
N/A
Shares— from 8,681
Change-8,681 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 8,662
Change-8,662 (-100%)
Value—
Wall Street Financial Group, Inc.
N/A
Shares— from 8,656
Change-8,656 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 8,601
Change-8,601 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 8,588
Change-8,588 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 8,580
Change-8,580 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 8,512
Change-8,512 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 8,468
Change-8,468 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 8,409
Change-8,409 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 8,343
Change-8,343 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 8,318
Change-8,318 (-100%)
Value—
Bulltick Wealth Management, LLC
N/A
Shares— from 8,318
Change-8,318 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 8,278
Change-8,278 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 8,273
Change-8,273 (-100%)
Value—
Serenus Wealth Advisors, LLC
N/A
Shares— from 8,210
Change-8,210 (-100%)
Value—
Werba Rubin Papier Wealth Management
N/A
Shares— from 8,194
Change-8,194 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 8,168
Change-8,168 (-100%)
Value—
Ruane, Cunniff & Goldfarb L.P.
N/A
Shares— from 8,091
Change-8,091 (-100%)
Value—
WJ Financial Advisors LLC
N/A
Shares— from 8,061
Change-8,061 (-100%)
Value—
Blackstone Inc.
N/A
Shares— from 8,000
Change-8,000 (-100%)
Value—
Swiss RE LTD
N/A
Shares— from 7,973
Change-7,973 (-100%)
Value—
S Harris Financial Group, LLC
N/A
Shares— from 7,943
Change-7,943 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 7,921
Change-7,921 (-100%)
Value—
Resources Management Corp
N/A
Shares— from 7,898
Change-7,898 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 7,883
Change-7,883 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 7,849
Change-7,849 (-100%)
Value—
Generation Capital Management LLC
N/A
Shares— from 7,800
Change-7,800 (-100%)
Value—
Bluebird Wealth Management LLC
N/A
Shares— from 7,791
Change-7,791 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 7,791
Change-7,791 (-100%)
Value—
Atalanta Sosnoff Capital, LLC
N/A
Shares— from 7,782
Change-7,782 (-100%)
Value—
George Kaiser Family Foundation
N/A
Shares— from 7,667
Change-7,667 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 7,629
Change-7,629 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 7,587
Change-7,587 (-100%)
Value—
TRU Independence Asset Management 2, LLC
N/A
Shares— from 7,437
Change-7,437 (-100%)
Value—
Beta Wealth Group, Inc.
N/A
Shares— from 7,400
Change-7,400 (-100%)
Value—
Spwm Advisors LLC
N/A
Shares— from 7,383
Change-7,383 (-100%)
Value—
Falcon Wealth Planning
N/A
Shares— from 7,358
Change-7,358 (-100%)
Value—
Momentum Wealth Planning, LLC
N/A
Shares— from 7,320
Change-7,320 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 7,301
Change-7,301 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 7,276
Change-7,276 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 7,195
Change-7,195 (-100%)
Value—
Investment Advisory Services Group LLC
N/A
Shares— from 7,178
Change-7,178 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 7,141
Change-7,141 (-100%)
Value—
Gross & Hartman Investments LLC
N/A
Shares— from 7,134
Change-7,134 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 7,119
Change-7,119 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 7,098
Change-7,098 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 7,061
Change-7,061 (-100%)
Value—
Voya Financial Advisors, Inc.
N/A
Shares— from 7,027
Change-7,027 (-100%)
Value—
JMN Financial LLC
N/A
Shares— from 6,965
Change-6,965 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 6,940
Change-6,940 (-100%)
Value—
Symphony Financial Services, Inc.
N/A
Shares— from 6,926
Change-6,926 (-100%)
Value—
Sterneck Capital Management, LLC
N/A
Shares— from 6,922
Change-6,922 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 6,906
Change-6,906 (-100%)
Value—
Ketron Financial
N/A
Shares— from 6,890
Change-6,890 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 6,877
Change-6,877 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 6,849
Change-6,849 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 6,840
Change-6,840 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 6,820
Change-6,820 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 6,811
Change-6,811 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 6,632
Change-6,632 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 6,572
Change-6,572 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 6,518
Change-6,518 (-100%)
Value—
Storgate, LLC
N/A
Shares— from 6,518
Change-6,518 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 6,511
Change-6,511 (-100%)
Value—
Moment Partners, LLC
N/A
Shares— from 6,500
Change-6,500 (-100%)
Value—
Partners Capital Investment Group, LLP
N/A
Shares— from 6,460
Change-6,460 (-100%)
Value—
Copos Capital B.V.
N/A
Shares— from 6,457
Change-6,457 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 6,421
Change-6,421 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 6,403
Change-6,403 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 6,355
Change-6,355 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 6,320
Change-6,320 (-100%)
Value—
Sonoma Allocations LLC
N/A
Shares— from 6,271
Change-6,271 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 6,260
Change-6,260 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 6,227
Change-6,227 (-100%)
Value—
Burling Wealth Partners, LLC
N/A
Shares— from 6,218
Change-6,218 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 6,213
Change-6,213 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 6,191
Change-6,191 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 6,168
Change-6,168 (-100%)
Value—
Readystate Asset Management LP
N/A
Shares— from 6,165
Change-6,165 (-100%)
Value—
Militia Capital Management LLC
N/A
Shares— from 6,134
Change-6,134 (-100%)
Value—
One Wealth Map LLC
N/A
Shares— from 6,106
Change-6,106 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 6,095
Change-6,095 (-100%)
Value—
Clarendon Private LLC
N/A
Shares— from 6,075
Change-6,075 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 6,072
Change-6,072 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 6,059
Change-6,059 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 6,024
Change-6,024 (-100%)
Value—
Guardian Capital, LLC
N/A
Shares— from 6,009
Change-6,009 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 6,003
Change-6,003 (-100%)
Value—
Maxele Advisors, LLC
N/A
Shares— from 5,990
Change-5,990 (-100%)
Value—
Kensington Investment Counsel, LLC
N/A
Shares— from 5,968
Change-5,968 (-100%)
Value—
Sunflower Bank, N.A.
N/A
Shares— from 5,906
Change-5,906 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 5,900
Change-5,900 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 5,896
Change-5,896 (-100%)
Value—
Concorde Asset Management, LLC
N/A
Shares— from 5,853
Change-5,853 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 5,835
Change-5,835 (-100%)
Value—
UP Strategic Wealth Investment Advisors LLC
N/A
Shares— from 5,800
Change-5,800 (-100%)
Value—
McLaughlin Asset Management, Inc.
N/A
Shares— from 5,752
Change-5,752 (-100%)
Value—
Purkiss Capital Advisors LLC
N/A
Shares— from 5,748
Change-5,748 (-100%)
Value—
a16z Perennial Management, L.P.
N/A
Shares— from 5,740
Change-5,740 (-100%)
Value—
BTS Asset Management, Inc.
N/A
Shares— from 5,723
Change-5,723 (-100%)
Value—
Brave Asset Management Inc
N/A
Shares— from 5,719
Change-5,719 (-100%)
Value—
Cornerstone Advisory, LLC
N/A
Shares— from 5,715
Change-5,715 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 5,705
Change-5,705 (-100%)
Value—
Rothschild Capital Partners, LLC
N/A
Shares— from 5,671
Change-5,671 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 5,661
Change-5,661 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 5,660
Change-5,660 (-100%)
Value—
Auxano Advisors, LLC
N/A
Shares— from 5,646
Change-5,646 (-100%)
Value—
Seascape Capital Management
N/A
Shares— from 5,611
Change-5,611 (-100%)
Value—
AdvisorShares Investments LLC
N/A
Shares— from 5,600
Change-5,600 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 5,590
Change-5,590 (-100%)
Value—
Consilio Wealth Advisors, LLC
N/A
Shares— from 5,584
Change-5,584 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 5,584
Change-5,584 (-100%)
Value—
Drake & Associates, LLC
N/A
Shares— from 5,521
Change-5,521 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 5,515
Change-5,515 (-100%)
Value—
Shay Capital LLC
N/A
Shares— from 5,500
Change-5,500 (-100%)
Value—
Payne Capital Management, LLC
N/A
Shares— from 5,496
Change-5,496 (-100%)
Value—
Kirtland Hills Capital Management, LLC
N/A
Shares— from 5,493
Change-5,493 (-100%)
Value—
Bank of Marin
N/A
Shares— from 5,485
Change-5,485 (-100%)
Value—
Expressive Wealth LLC
N/A
Shares— from 5,477
Change-5,477 (-100%)
Value—
American Trust
N/A
Shares— from 5,444
Change-5,444 (-100%)
Value—
Community Bank, N.A.
N/A
Shares— from 5,440
Change-5,440 (-100%)
Value—
Next Capital Management LLC
N/A
Shares— from 5,410
Change-5,410 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 5,400
Change-5,400 (-100%)
Value—
GenTrust, LLC
N/A
Shares— from 5,382
Change-5,382 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 5,381
Change-5,381 (-100%)
Value—
Laidlaw Wealth Management LLC
N/A
Shares— from 5,375
Change-5,375 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 5,361
Change-5,361 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 5,264
Change-5,264 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 5,202
Change-5,202 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 5,196
Change-5,196 (-100%)
Value—
Biondo Investment Advisors, LLC
N/A
Shares— from 5,170
Change-5,170 (-100%)
Value—
Evergreen Wealth Partners LLC
N/A
Shares— from 5,165
Change-5,165 (-100%)
Value—
Tandem Wealth Advisors LLC
N/A
Shares— from 5,160
Change-5,160 (-100%)
Value—
Plum Street Advisors, LLC
N/A
Shares— from 5,150
Change-5,150 (-100%)
Value—
Entelevest, LLC
N/A
Shares— from 5,147
Change-5,147 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 5,143
Change-5,143 (-100%)
Value—
M1 Capital Management LLC
N/A
Shares— from 5,125
Change-5,125 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 5,069
Change-5,069 (-100%)
Value—
Potentia Wealth
N/A
Shares— from 5,017
Change-5,017 (-100%)
Value—
Motley Fool Wealth Management, LLC
N/A
Shares— from 5,006
Change-5,006 (-100%)
Value—
Vawter Financial, Ltd.
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Harbor Advisors LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Beaton Management Co. Inc.
N/A
Shares— from 4,980
Change-4,980 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 4,964
Change-4,964 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 4,959
Change-4,959 (-100%)
Value—
Harbour Investment Management LLC
N/A
Shares— from 4,950
Change-4,950 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 4,941
Change-4,941 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 4,920
Change-4,920 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 4,914
Change-4,914 (-100%)
Value—
Lafayette Investments, Inc.
N/A
Shares— from 4,913
Change-4,913 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 4,911
Change-4,911 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 4,883
Change-4,883 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 4,854
Change-4,854 (-100%)
Value—
Gambit Capital Management, LLC
N/A
Shares— from 4,851
Change-4,851 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 4,842
Change-4,842 (-100%)
Value—
Optimize Financial Inc.
N/A
Shares— from 4,839
Change-4,839 (-100%)
Value—
Sound Capital Solutions LLC
N/A
Shares— from 4,839
Change-4,839 (-100%)
Value—
LWM Advisory Services, LLC
N/A
Shares— from 4,830
Change-4,830 (-100%)
Value—
Greenline Wealth Management LLC
N/A
Shares— from 4,755
Change-4,755 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 4,733
Change-4,733 (-100%)
Value—
Red Wave Investments LLC
N/A
Shares— from 4,718
Change-4,718 (-100%)
Value—
Mizuho Markets Americas LLC
N/A
Shares— from 4,700
Change-4,700 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 4,681
Change-4,681 (-100%)
Value—
FMB Wealth Management
N/A
Shares— from 4,670
Change-4,670 (-100%)
Value—
Channel Wealth LLC
N/A
Shares— from 4,634
Change-4,634 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 4,630
Change-4,630 (-100%)
Value—
Select Asset Management & Trust
N/A
Shares— from 4,630
Change-4,630 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 4,626
Change-4,626 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 4,626
Change-4,626 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 4,620
Change-4,620 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 4,603
Change-4,603 (-100%)
Value—
Cogent Private Wealth, Inc.
N/A
Shares— from 4,580
Change-4,580 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 4,562
Change-4,562 (-100%)
Value—
LeClair Wealth Partners LLC
N/A
Shares— from 4,551
Change-4,551 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 4,500
Change-4,500 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 4,498
Change-4,498 (-100%)
Value—
Nicholson Wealth Management Group, LLC
N/A
Shares— from 4,460
Change-4,460 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 4,446
Change-4,446 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 4,425
Change-4,425 (-100%)
Value—
Sharp Wealth Advisory, LLC
N/A
Shares— from 4,416
Change-4,416 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 4,412
Change-4,412 (-100%)
Value—
Barr E S & Co
N/A
Shares— from 4,400
Change-4,400 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 4,395
Change-4,395 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 4,395
Change-4,395 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 4,357
Change-4,357 (-100%)
Value—
Altar Rock LLC
N/A
Shares— from 4,343
Change-4,343 (-100%)
Value—
Payne Capital LLC
N/A
Shares— from 4,330
Change-4,330 (-100%)
Value—
ProVise Management Group, LLC
N/A
Shares— from 4,317
Change-4,317 (-100%)
Value—
Polymer Capital Management (US) LLC
N/A
Shares— from 4,310
Change-4,310 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 4,275
Change-4,275 (-100%)
Value—
Steadtrust LLC
N/A
Shares— from 4,273
Change-4,273 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 4,252
Change-4,252 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 4,245
Change-4,245 (-100%)
Value—
Bedel Financial Consulting, Inc.
N/A
Shares— from 4,240
Change-4,240 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 4,238
Change-4,238 (-100%)
Value—
New World Advisors LLC
N/A
Shares— from 4,221
Change-4,221 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 4,216
Change-4,216 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 4,215
Change-4,215 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 4,194
Change-4,194 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 4,191
Change-4,191 (-100%)
Value—
Ruggiero Investments, Inc.
N/A
Shares— from 4,189
Change-4,189 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 4,187
Change-4,187 (-100%)
Value—
Landing Point Financial Group, LLC
N/A
Shares— from 4,175
Change-4,175 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 4,171
Change-4,171 (-100%)
Value—
McLean Asset Management Corp
N/A
Shares— from 4,154
Change-4,154 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 4,153
Change-4,153 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 4,122
Change-4,122 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 4,079
Change-4,079 (-100%)
Value—
Eaton Financial Holdings Company, LLC
N/A
Shares— from 4,077
Change-4,077 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 4,040
Change-4,040 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 4,039
Change-4,039 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 4,038
Change-4,038 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 4,024
Change-4,024 (-100%)
Value—
Astra Wealth Partners LLC
N/A
Shares— from 4,016
Change-4,016 (-100%)
Value—
Painted Porch Advisors LLC
N/A
Shares— from 4,011
Change-4,011 (-100%)
Value—
Alpha Zero LLC
N/A
Shares— from 4,007
Change-4,007 (-100%)
Value—
Stonebridge Financial Planning Group, LLC
N/A
Shares— from 3,990
Change-3,990 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 3,976
Change-3,976 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 3,971
Change-3,971 (-100%)
Value—
RNC Capital Management LLC
N/A
Shares— from 3,960
Change-3,960 (-100%)
Value—
Chaney Capital Management, Inc.
N/A
Shares— from 3,959
Change-3,959 (-100%)
Value—
Sciencast Management LP
N/A
Shares— from 3,956
Change-3,956 (-100%)
Value—
Ariadne Wealth Management, LP
N/A
Shares— from 3,951
Change-3,951 (-100%)
Value—
One Wealth Management Investment & Advisory Services, LLC
N/A
Shares— from 3,933
Change-3,933 (-100%)
Value—
Wallace Advisory Group, LLC
N/A
Shares— from 3,903
Change-3,903 (-100%)
Value—
CTC Alternative Strategies, Ltd.
N/A
Shares— from 3,900
Change-3,900 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 3,900
Change-3,900 (-100%)
Value—
Estate Planners Group, LLC
N/A
Shares— from 3,871
Change-3,871 (-100%)
Value—
Cedarwood Wealth LLC
N/A
Shares— from 3,851
Change-3,851 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 3,825
Change-3,825 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 3,785
Change-3,785 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 3,778
Change-3,778 (-100%)
Value—
Allium Financial Advisors, LLC
N/A
Shares— from 3,774
Change-3,774 (-100%)
Value—
NCP Inc.
N/A
Shares— from 3,750
Change-3,750 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 3,742
Change-3,742 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 3,741
Change-3,741 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 3,726
Change-3,726 (-100%)
Value—
Marco Investment Management LLC
N/A
Shares— from 3,715
Change-3,715 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 3,715
Change-3,715 (-100%)
Value—
Concentrum Wealth Management
N/A
Shares— from 3,697
Change-3,697 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 3,666
Change-3,666 (-100%)
Value—
Bridgewealth Advisory Group, LLC
N/A
Shares— from 3,661
Change-3,661 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 3,655
Change-3,655 (-100%)
Value—
Valtrion Capital Management, LLC
N/A
Shares— from 3,647
Change-3,647 (-100%)
Value—
44 Wealth Management LLC
N/A
Shares— from 3,643
Change-3,643 (-100%)
Value—
Swan Global Investments, LLC
N/A
Shares— from 3,636
Change-3,636 (-100%)
Value—
Core Alternative Capital
N/A
Shares— from 3,630
Change-3,630 (-100%)
Value—
Geometric Wealth Advisors
N/A
Shares— from 3,620
Change-3,620 (-100%)
Value—
Runnymede Capital Advisors, Inc.
N/A
Shares— from 3,605
Change-3,605 (-100%)
Value—
Cape ANN Savings Bank
N/A
Shares— from 3,585
Change-3,585 (-100%)
Value—
Liberty One Investment Management, LLC
N/A
Shares— from 3,562
Change-3,562 (-100%)
Value—
Connective Capital Management, LLC
N/A
Shares— from 3,561
Change-3,561 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 3,550
Change-3,550 (-100%)
Value—
Vectors Research Management, LLC
N/A
Shares— from 3,530
Change-3,530 (-100%)
Value—
Mars Jewett Financial Group, Inc.
N/A
Shares— from 3,503
Change-3,503 (-100%)
Value—
Marietta Investment Partners LLC
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
Menora Mivtachim Holdings Ltd.
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
Wexford Capital LP
N/A
Shares— from 3,419
Change-3,419 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 3,413
Change-3,413 (-100%)
Value—
Avise Financial Cooperative, Inc.
N/A
Shares— from 3,410
Change-3,410 (-100%)
Value—
Retirement Planning Group, LLC / NY
N/A
Shares— from 3,407
Change-3,407 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 3,390
Change-3,390 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 3,370
Change-3,370 (-100%)
Value—
Tranquilli Financial Advisor LLC
N/A
Shares— from 3,358
Change-3,358 (-100%)
Value—
American Trust Investment Advisors, LLC
N/A
Shares— from 3,340
Change-3,340 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 3,328
Change-3,328 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 3,325
Change-3,325 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 3,319
Change-3,319 (-100%)
Value—
Somerset Group LLC
N/A
Shares— from 3,311
Change-3,311 (-100%)
Value—
Meridian Wealth Partners, LLC
N/A
Shares— from 3,300
Change-3,300 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 3,299
Change-3,299 (-100%)
Value—
J.E. Simmons & Co., P.C.
N/A
Shares— from 3,294
Change-3,294 (-100%)
Value—
1248 Management, LLC
N/A
Shares— from 3,291
Change-3,291 (-100%)
Value—
Rogco, LP
N/A
Shares— from 3,276
Change-3,276 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 3,270
Change-3,270 (-100%)
Value—
Sovereign Investment Advisors, LLC
N/A
Shares— from 3,220
Change-3,220 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 3,207
Change-3,207 (-100%)
Value—
Financial Avengers, Inc.
N/A
Shares— from 3,205
Change-3,205 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 3,200
Change-3,200 (-100%)
Value—
Pincus Capital Management, LP
N/A
Shares— from 3,188
Change-3,188 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 3,179
Change-3,179 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 3,177
Change-3,177 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 3,173
Change-3,173 (-100%)
Value—
Clarion Wealth Managment Partners, LLC
N/A
Shares— from 3,170
Change-3,170 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 3,160
Change-3,160 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 3,142
Change-3,142 (-100%)
Value—
Holistic Financial Partners
N/A
Shares— from 3,132
Change-3,132 (-100%)
Value—
Omnia Family Wealth, LLC
N/A
Shares— from 3,097
Change-3,097 (-100%)
Value—
Claret Asset Management Corp
N/A
Shares— from 3,088
Change-3,088 (-100%)
Value—
KEB Asset Management, LLC
N/A
Shares— from 3,084
Change-3,084 (-100%)
Value—
Balanced Wealth Group LLC
N/A
Shares— from 3,060
Change-3,060 (-100%)
Value—
Cannon Wealth Management Services, LLC
N/A
Shares— from 3,060
Change-3,060 (-100%)
Value—
Hall Capital Management Co Inc
N/A
Shares— from 3,053
Change-3,053 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 3,047
Change-3,047 (-100%)
Value—
Everest Private Wealth
N/A
Shares— from 3,041
Change-3,041 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 3,023
Change-3,023 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 3,021
Change-3,021 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 3,014
Change-3,014 (-100%)
Value—
Ithaka Group LLC
N/A
Shares— from 3,014
Change-3,014 (-100%)
Value—
Melfa Wealth Management, Inc.
N/A
Shares— from 3,009
Change-3,009 (-100%)
Value—
CSS LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Semper Augustus Investments Group LLC
N/A
Shares— from 2,980
Change-2,980 (-100%)
Value—
Vines Capital Management, LLC
N/A
Shares— from 2,965
Change-2,965 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 2,964
Change-2,964 (-100%)
Value—
Ranch Capital Advisors Inc.
N/A
Shares— from 2,959
Change-2,959 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 2,955
Change-2,955 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 2,950
Change-2,950 (-100%)
Value—
Houlihan Financial Resource Group, Ltd.
N/A
Shares— from 2,950
Change-2,950 (-100%)
Value—
KDT Advisors, LLC
N/A
Shares— from 2,945
Change-2,945 (-100%)
Value—
Blueshift Asset Management, LLC
N/A
Shares— from 2,936
Change-2,936 (-100%)
Value—
Dorsey Wright & Associates
N/A
Shares— from 2,930
Change-2,930 (-100%)
Value—
McElhenny Sheffield Capital Management, LLC
N/A
Shares— from 2,903
Change-2,903 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 2,896
Change-2,896 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 2,894
Change-2,894 (-100%)
Value—
Jacobs Levy Equity Management, Inc
N/A
Shares— from 2,892
Change-2,892 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 2,885
Change-2,885 (-100%)
Value—
Port Capital LLC
N/A
Shares— from 2,878
Change-2,878 (-100%)
Value—
Requisite Capital Management, LLC
N/A
Shares— from 2,841
Change-2,841 (-100%)
Value—
MA Private Wealth
N/A
Shares— from 2,839
Change-2,839 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 2,822
Change-2,822 (-100%)
Value—
Crawford Investment Counsel Inc
N/A
Shares— from 2,816
Change-2,816 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 2,730
Change-2,730 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 2,728
Change-2,728 (-100%)
Value—
Aviso Financial Inc.
N/A
Shares— from 2,682
Change-2,682 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 2,635
Change-2,635 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 2,591
Change-2,591 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 2,510
Change-2,510 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 2,504
Change-2,504 (-100%)
Value—
Toews Corp
N/A
Shares— from 2,453
Change-2,453 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 2,396
Change-2,396 (-100%)
Value—
Elkhorn Partners Limited Partnership
N/A
Shares— from 2,300
Change-2,300 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 2,290
Change-2,290 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 2,290
Change-2,290 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 2,181
Change-2,181 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 2,172
Change-2,172 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 2,010
Change-2,010 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 1,990
Change-1,990 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 1,964
Change-1,964 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 1,938
Change-1,938 (-100%)
Value—
Peterson Wealth Management
N/A
Shares— from 1,870
Change-1,870 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 1,870
Change-1,870 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 1,860
Change-1,860 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 1,845
Change-1,845 (-100%)
Value—
Vega Investment Solutions
N/A
Shares— from 1,839
Change-1,839 (-100%)
Value—
Palladiem, LLC
N/A
Shares— from 1,760
Change-1,760 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 1,720
Change-1,720 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 1,696
Change-1,696 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 1,670
Change-1,670 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 1,660
Change-1,660 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 1,646
Change-1,646 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 1,640
Change-1,640 (-100%)
Value—
Wellington Grp LLC
N/A
Shares— from 1,633
Change-1,633 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 1,537
Change-1,537 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 1,517
Change-1,517 (-100%)
Value—
Pingora Partners LLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 1,492
Change-1,492 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 1,476
Change-1,476 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 1,454
Change-1,454 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 1,412
Change-1,412 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 1,361
Change-1,361 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 1,349
Change-1,349 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 1,307
Change-1,307 (-100%)
Value—
Cypress Capital Management LLC (WY)
N/A
Shares— from 1,240
Change-1,240 (-100%)
Value—
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
N/A
Shares— from 1,237
Change-1,237 (-100%)
Value—
Fi3 Financial Advisors, LLC
N/A
Shares— from 1,186
Change-1,186 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 1,151
Change-1,151 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 1,150
Change-1,150 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 1,121
Change-1,121 (-100%)
Value—
Osterweis Capital Management Inc
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 1,059
Change-1,059 (-100%)
Value—
Merrithew & Thorsten Inc
N/A
Shares— from 1,040
Change-1,040 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 1,016
Change-1,016 (-100%)
Value—
Pinnacle Holdings, LLC
N/A
Shares— from 1,011
Change-1,011 (-100%)
Value—
Thomas J. Herzfeld Advisors, Inc.
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Centennial Bank
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
OV Management LLC
N/A
Shares— from 940
Change-940 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 920
Change-920 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 875
Change-875 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 871
Change-871 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 867
Change-867 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 850
Change-850 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 818
Change-818 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 812
Change-812 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 780
Change-780 (-100%)
Value—
Kelly Lawrence W & Associates Inc
N/A
Shares— from 775
Change-775 (-100%)
Value—
Reyl & Cie S.A.
N/A
Shares— from 750
Change-750 (-100%)
Value—
180 GPS Investments IC Ltd
N/A
Shares— from 705
Change-705 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 631
Change-631 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 613
Change-613 (-100%)
Value—
PMV Capital Advisers, LLC
N/A
Shares— from 604
Change-604 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 590
Change-590 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 570
Change-570 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 538
Change-538 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 529
Change-529 (-100%)
Value—
BankPlus Trust Department
N/A
Shares— from 480
Change-480 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 471
Change-471 (-100%)
Value—
Estabrook Capital Management
N/A
Shares— from 455
Change-455 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 440
Change-440 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 430
Change-430 (-100%)
Value—
Accent Capital Management, LLC
N/A
Shares— from 420
Change-420 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 391
Change-391 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 372
Change-372 (-100%)
Value—
Clal Insurance Enterprises Holdings Ltd
N/A
Shares— from 364
Change-364 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 345
Change-345 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 340
Change-340 (-100%)
Value—
Lummis Asset Management, LP
N/A
Shares— from 340
Change-340 (-100%)
Value—
Tacita Capital Inc
N/A
Shares— from 330
Change-330 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 327
Change-327 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 324
Change-324 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 322
Change-322 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 313
Change-313 (-100%)
Value—
S&T Bank
N/A
Shares— from 301
Change-301 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 290
Change-290 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 290
Change-290 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 290
Change-290 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 239
Change-239 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 230
Change-230 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 230
Change-230 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 221
Change-221 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 210
Change-210 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 200
Change-200 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 190
Change-190 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 190
Change-190 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 180
Change-180 (-100%)
Value—
Graticule Asia Macro Advisors LLC
N/A
Shares— from 174
Change-174 (-100%)
Value—
Riverview Trust Co
N/A
Shares— from 160
Change-160 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 150
Change-150 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 150
Change-150 (-100%)
Value—
Longfellow Investment Management Co LLC
N/A
Shares— from 140
Change-140 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 135
Change-135 (-100%)
Value—
Wedbush Fund Advisers, LLC
N/A
Shares— from 120
Change-120 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 115
Change-115 (-100%)
Value—
Turim 21 Investimentos Ltda.
N/A
Shares— from 110
Change-110 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 110
Change-110 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 107
Change-107 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 104
Change-104 (-100%)
Value—
Berkshire Capital Holdings Inc
N/A
Shares— from 100
Change-100 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 95
Change-95 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 90
Change-90 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 90
Change-90 (-100%)
Value—
Quarry LP
N/A
Shares— from 87
Change-87 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 74
Change-74 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 71
Change-71 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 60
Change-60 (-100%)
Value—
Philadelphia Investment Partners, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Conquis Financial LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Disciplina Capital Management LLC
N/A
Shares— from 40
Change-40 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 40
Change-40 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 40
Change-40 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
IQ EQ Fund Management (Singapore) Private Ltd
N/A
Shares— from 20
Change-20 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 19
Change-19 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
Ross\johnson & Associates LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
Evolution Advisers, Inc.
N/A
Shares— from 12
Change-12 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 11
Change-11 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 11
Change-11 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 10
Change-10 (-100%)
Value—
Status
Bank of New York Mellon Corp
DECREASED24,778,79626,701,433-1,922,637-7%$1.9B$1.7B-$182.4M2026-11-05
Mitsubishi UFJ Asset Management Co., Ltd.
DECREASED19,200,83820,746,540-1,545,702-7%$1.5B$1.3B-$145.3M2026-11-05
Assenagon Asset Management S.A.
INCREASED16,111,4385,463,635+10,647,803+195%$390.1M$1.1B+$730.9M2026-10-15
Dimensional Fund Advisors LP
DECREASED14,181,67115,188,196-1,006,525-7%$1.1B$986.8M-$97.9M2026-11-04
Daiwa Securities Group Inc.
INCREASED13,798,62012,446,471+1,352,149+11%$888.7M$960.1M+$71.4M2026-10-29
Sumitomo Mitsui Trust Group, Inc.
DECREASED11,135,90311,496,332-360,429-3%$820.8M$774.8M-$46.0M2026-10-29
Citigroup Inc
DECREASED10,732,36211,722,398-990,036-8%$837.0M$746.8M-$90.2M2026-11-04
Principal Financial Group Inc
DECREASED7,275,54411,027,249-3,751,705-34%$787.3M$506.2M-$281.1M2026-11-02
Bank Julius Baer & Co. Ltd, Zurich
INCREASED5,980,2015,273,839+706,362+13%$379.2M$416.6M+$37.4M2026-10-29
DekaBank Deutsche Girozentrale
INCREASED5,539,479352,476+5,187,003+1472%$33.8K$389.3K+$355.5K2026-10-27
ProShare Advisors LLC
INCREASED4,688,3884,588,123+100,265+2%$327.6M$326.2M-$1.4M2026-10-29
Pictet Asset Management Holding SA
INCREASED4,453,6804,034,870+418,810+10%$288.2M$309.9M+$21.7M2026-11-03
Alecta Tjanstepension Omsesidigt
UNCHANGED4,260,0004,260,00000%$304.0M$296.4M-$7.6M2026-11-02
Robeco Institutional Asset Management B.V.
INCREASED4,248,8993,081,083+1,167,816+38%$220.0M$295.6M+$75.6M2026-10-20
Swedbank AB
DECREASED4,040,6127,596,314-3,555,702-47%$542.4M$281.1M-$261.2M2026-10-27
Mirae Asset Global Investments Co., Ltd.
INCREASED3,775,4143,620,401+155,013+4%$258.5M$262.7M+$4.2M2026-11-03
Neos Investment Management LLC
INCREASED3,630,7233,229,620+401,103+12%$230.6M$252.6M+$22.0M2026-11-04
New York State Teachers Retirement System
DECREASED3,096,8593,264,699-167,840-5%$233.1M$215.5K-$232.9M2026-10-22
Temasek Holdings (Private) Ltd
INCREASED2,950,5482,526,344+424,204+17%$180.4M$205.3M+$24.9M2026-10-28
King Luther Capital Management Corp
INCREASED2,592,7692,528,448+64,321+3%$180.5M$180.4M-$126.3K2026-11-05
Sarasin & Partners LLP
DECREASED2,559,1812,736,198-177,017-6%$195.4M$178.1M-$17.3M2026-10-13
Sustainable Growth Advisers, LP
DECREASED2,486,8164,062,760-1,575,944-39%$290.1M$173.0M-$117.0M2026-10-15
CIBC Asset Management Inc
INCREASED2,259,1322,110,509+148,623+7%$150.7M$157.2M+$6.5M2026-11-05
Barton Investment Management
DECREASED2,257,3762,283,655-26,279-1%$163.1M$157.1M-$6.0M2026-10-27
KBC Group NV
DECREASED2,071,1673,794,690-1,723,523-45%$270.9M$144.1K-$270.8M2026-10-22
Cardano Risk Management B.V.
INCREASED2,019,1051,465,830+553,275+38%$104.7K$140.5K+$35.8K2026-10-20
UniSuper Management Pty Ltd
INCREASED2,005,4141,960,617+44,797+2%$140.0M$139.5M-$451.3K2026-10-26
Retirement Systems of Alabama
INCREASED1,933,9691,611,411+322,558+20%$115.1M$134.6M+$19.5M2026-11-04
Asset Management One Co., Ltd.
DECREASED1,927,7521,960,665-32,913-2%$140.0M$134.1M-$5.9M2026-10-27
Creative Planning
INCREASED1,920,9031,684,099+236,804+14%$120.2M$133.7M+$13.4M2026-11-02
MacKenzie Financial Corp
INCREASED1,854,6991,375,246+479,453+35%$98.2M$129.0M+$30.9M2026-11-02
US Bancorp \de\
DECREASED1,736,4161,775,742-39,326-2%$126.8M$120.8M-$6.0M2026-11-05
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED1,717,8851,885,865-167,980-9%$134.7M$119.5M-$15.1M2026-10-15
Swiss Life Asset Management Ltd
DECREASED1,679,3161,715,842-36,526-2%$122.5M$116.8M-$5.7M2026-11-03
ABN Amro Investment Solutions
INCREASED1,652,8961,533,728+119,168+8%$109.5M$115.0M+$5.5M2026-10-21
Truist Financial Corp
DECREASED1,637,9031,716,560-78,657-5%$122.6M$114.0M-$8.6M2026-10-30
Allspring Global Investments Holdings, LLC
DECREASED1,591,3512,062,005-470,654-23%$153.0M$108.0M-$45.0M2026-11-04
Fifth Third Bancorp
DECREASED1,501,5161,889,128-387,612-21%$134.9M$104.5M-$30.4M2026-11-05
Strs Ohio
DECREASED1,459,5371,545,319-85,782-6%$110.3M$101.6M-$8.8M2026-10-30
Quilter Plc
INCREASED1,420,4141,417,865+2,549+0%$101.2M$98.8M-$2.4M2026-10-21
State of New Jersey Common Pension Fund D
DECREASED1,345,3111,362,724-17,413-1%$97.3M$93.6M-$3.7M2026-11-05
Calamos Advisors LLC
DECREASED1,336,1621,382,807-46,645-3%$98.7M$93.0M-$5.8M2026-11-02
Nisa Investment Advisors, LLC
DECREASED1,278,2901,320,799-42,509-3%$94.3M$88.9M-$5.4M2026-10-20
Mn Services Vermogensbeheer B.V.
INCREASED1,245,0901,226,890+18,200+1%$87.6M$86.6K-$87.5M2026-10-08
Xponance LLC
INCREASED1,238,1731,202,237+35,936+3%$85.8M$86.2M+$312.4K2026-11-03
AMF Tjanstepension AB
DECREASED1,215,3461,267,857-52,511-4%$90.5M$84.6M-$6.0M2026-10-22
Czech National Bank
DECREASED1,196,4001,198,555-2,1550%$85.6M$83.2M-$2.3M2026-10-13
Commonwealth Equity Services, LLC
DECREASED1,192,3611,335,474-143,113-11%$95.4M$83.0M-$12.4M2026-11-02
Arizona State Retirement System
DECREASED1,166,7071,168,416-1,7090%$83.4M$81.2M-$2.2M2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED1,149,807945,955+203,852+22%$57.5M$71.4M+$13.9M2026-10-13
State of Michigan Retirement System
DECREASED1,123,6901,155,690-32,000-3%$82.5M$78.2M-$4.3M2026-10-27
SEB Asset Management AB
DECREASED1,119,4051,337,147-217,742-16%$95.5M$77.9M-$17.6M2026-11-04
Rakuten Investment Management, Inc.
INCREASED1,108,5931,014,525+94,068+9%$74.9M$77.9M+$3.1M2026-10-30
Lido Advisors, LLC
INCREASED1,101,3861,049,147+52,239+5%$74.9M$76.6M+$1.7M2026-11-04
ASR Vermogensbeheer N.V.
INCREASED1,015,280896,313+118,967+13%$64.0M$70.6M+$6.6M2026-10-16
Traynor Capital Management, Inc.
DECREASED1,008,7471,015,066-6,319-1%$72.5M$70.2M-$2.3M2026-10-29
IFM Investors Pty Ltd
INCREASED981,425958,710+22,715+2%$68.5M$68.3M-$164.3K2026-10-14
Imc-Chicago, LLC
INCREASED948,894298,471+650,423+218%$21.3M$66.0M+$44.7M2026-11-05
Mcdonald Capital Investors Inc
DECREASED932,3971,046,297-113,900-11%$74.7M$64.9M-$9.8M2026-10-27
Border to Coast Pensions Partnership Ltd
INCREASED925,785840,387+85,398+10%$60.0M$64.3K-$59.9M2026-10-09
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED919,956930,051-10,095-1%$66.4M$64.0M-$2.4M2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED900,513873,340+27,173+3%$62.4M$62.7K-$62.3M2026-11-02
Assetmark, Inc
INCREASED864,963599,245+265,718+44%$42.8M$60.2M+$17.4M2026-10-21
Amalgamated Bank
DECREASED836,846863,915-27,069-3%$61.7M$58.2K-$61.6M2026-10-23
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED836,250851,335-15,085-2%$60.8M$58.2M-$2.6M2026-10-19
GF Fund Management Co. Ltd.
DECREASED831,339850,369-19,030-2%$60.7M$57.8M-$2.9M2026-10-26
B. Metzler seel. Sohn & Co. AG
DECREASED805,621846,472-40,851-5%$60.4M$56.1M-$4.4M2026-10-30
Union Bancaire Privee, UBP SA
DECREASED784,550921,288-136,738-15%$68.1M$60.5M-$7.6M2026-11-04
Gateway Investment Advisers LLC
INCREASED746,863728,336+18,527+3%$52.0M$52.0M-$36.5K2026-10-13
Aegon Asset Management UK PLC
INCREASED744,983591,640+153,343+26%$42.2M$51.8M+$9.6M2026-11-04
OP Asset Management Ltd
INCREASED735,613527,596+208,017+39%$37.7M$51.2M+$13.5M2026-11-05
Achmea Investment Management B.V.
INCREASED726,575570,273+156,302+27%$40.7M$50.6M+$9.9M2026-10-30
Kestra Advisory Services, LLC
INCREASED654,155653,147+1,008+0%$46.6M$45.5M-$1.1M2026-11-02
Jefferies Financial Group Inc.
INCREASED642,266388,271+253,995+65%$27.7M$44.7M+$17.0M2026-11-05
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED621,119613,383+7,736+1%$43.8M$43.2M-$578.1K2026-10-20
Banque Pictet & CIE SA
INCREASED614,251444,811+169,440+38%$31.8M$42.7M+$11.0M2026-10-16
Raiffeisen Bank International AG
INCREASED600,581510,549+90,032+18%$37.7M$42.1M+$4.5M2026-10-28
TD Waterhouse Canada Inc.
INCREASED594,153552,681+41,472+8%$41.0M$40.3M-$706.4K2026-10-16
Frank, Rimerman Advisors LLC
INCREASED579,839576,301+3,538+1%$41.1M$40.3M-$802.7K2026-10-16
New York Life Investment Management LLC
DECREASED579,069586,485-7,416-1%$41.9M$40.3M-$1.6M2026-11-04
BI Asset Management Fondsmaeglerselskab A/S
INCREASED577,887503,819+74,068+15%$36.0M$40.2K-$35.9M2026-10-22
Fort Washington Investment Advisors Inc
DECREASED576,739578,051-1,3120%$41.3M$40.1M-$1.1M2026-10-15
Aware Super Pty Ltd as trustee of Aware Super
DECREASED558,504561,804-3,300-1%$40.1M$38.9M-$1.3M2026-10-30
Park National Corp
DECREASED557,880559,797-1,9170%$40.0M$38.8M-$1.2M2026-10-05
Ethic Inc.
INCREASED546,393531,935+14,458+3%$38.0M$38.0M+$37.9K2026-11-03
SteelPeak Wealth, LLC
DECREASED540,855735,898-195,043-26%$52.5M$37.6M-$14.9M2026-10-16
Virginia Retirement Systems ET Al
UNCHANGED528,610528,61000%$37.7M$36.8M-$962.1K2026-10-28
Baskin Financial Services Inc.
INCREASED524,915524,661+254+0%$37.5K$36.5K-$9372026-10-19
ZWJ Investment Counsel Inc
INCREASED515,240235,844+279,396+118%$16.8M$35.9M+$19.0M2026-10-15
Oregon Public Employees Retirement Fund
DECREASED511,934517,745-5,811-1%$37.0M$35.6M-$1.3M2026-10-30
Guinness Asset Management LTD
INCREASED510,439510,403+36+0%$36.4M$35.5M-$926.4K2026-11-05
J. Safra Sarasin Holding AG
INCREASED507,964485,615+22,349+5%$41.6M$42.7M+$1.1M2026-10-26
Regions Financial Corp
DECREASED501,134505,761-4,627-1%$36.1M$34.9M-$1.2M2026-11-05
Prospera Financial Services Inc
INCREASED499,711471,017+28,694+6%$33.6M$31.0M-$2.6M2026-11-04
Chicago Capital, LLC
DECREASED499,223564,519-65,296-12%$40.3M$34.7M-$5.6M2026-10-13
Thrivent Financial for Lutherans
DECREASED489,6313,210,923-2,721,292-85%$229.3M$33.9K-$229.2M2026-11-05
iA Global Asset Management Inc.
DECREASED486,817539,543-52,726-10%$38.5M$33.9K-$38.5M2026-10-29
Louisiana State Employees Retirement System
DECREASED467,300486,000-18,700-4%$34.7M$32.5M-$2.2M2026-10-20
Fisher Funds Management LTD
DECREASED461,048694,523-233,475-34%$49.6M$32.1M-$17.5M2026-10-13
Vontobel Holding Ltd.
DECREASED436,4733,961,949-3,525,476-89%$282.9M$30.4M-$252.5M2026-10-16
Crossmark Global Holdings, Inc.
DECREASED432,695433,024-3290%$30.9M$30.1M-$811.0K2026-10-21
Associated Banc-Corp
INCREASED429,616419,114+10,502+3%$29.9M$29.9M-$32.1K2026-10-30
Mutual of America Capital Management LLC
DECREASED427,345435,150-7,805-2%$31.1M$29.7M-$1.3M2026-10-23
Loftus Peak Pty Ltd
INCREASED424,168356,203+67,965+19%$25.4M$29.5M+$4.1M2026-10-15
State of Alaska, Department of Revenue
DECREASED422,839440,986-18,147-4%$31.5M$29.4K-$31.5M2026-10-15
Gerber Kawasaki Wealth & Investment Management
INCREASED421,955404,891+17,064+4%$28.9M$29.4M+$450.4K2026-10-29
Candriam S.C.A.
DECREASED417,515486,564-69,049-14%$34.7M$29.2M-$5.6M2026-11-03
Avanza Fonder AB
INCREASED410,252375,253+34,999+9%$26.8M$28.5M+$1.8M2026-10-13
AMI Asset Management Corp
DECREASED408,695691,991-283,296-41%$49.4M$28.4M-$21.0M2026-10-20
Yousif Capital Management, LLC
DECREASED405,786409,720-3,934-1%$29.3M$28.2M-$1.0M2026-10-22
AIA Group Ltd
DECREASED394,811461,438-66,627-14%$32.9M$27.5M-$5.5M2026-10-30
Riverbridge Partners LLC
DECREASED386,662410,274-23,612-6%$29.3M$26.9M-$2.4M2026-11-05
Quintet Private Bank (Europe) S.A.
INCREASED385,704257,149+128,555+50%$18.4M$26.8M+$8.5M2026-10-08
Weatherly Asset Management L. P.
DECREASED381,023385,218-4,195-1%$27.5M$26.5M-$993.0K2026-10-20
Atria Investments, Inc
INCREASED371,955318,037+53,918+17%$22.7M$25.9M+$3.2M2026-10-15
Meitav Investment House LTD
DECREASED366,186371,477-5,291-1%$26.5M$25.5M-$1.0M2026-10-28
Profund Advisors LLC
DECREASED366,042369,450-3,408-1%$26.4M$25.5M-$909.5K2026-10-29
Oppenheimer Asset Management Inc.
INCREASED348,008297,068+50,940+17%$21.2M$24.2M+$3.0M2026-10-27
Apollon Wealth Management, LLC
DECREASED344,290394,252-49,962-13%$28.1M$24.0M-$4.2M2026-10-23
Parallel Advisors, LLC
INCREASED341,676336,872+4,804+1%$24.1M$23.8M-$278.9K2026-11-03
Cullen T Bankers, Inc.
DECREASED339,793413,320-73,527-18%$29.5M$23.6M-$5.9M2026-10-28
Compagnie Lombard Odier SCmA
DECREASED339,290354,644-15,354-4%$25.3M$23.6M-$1.7M2026-11-04
Factory Mutual Insurance Co
DECREASED338,250339,600-1,3500%$24.2M$23.5M-$712.0K2026-10-30
Slow Capital, Inc.
DECREASED334,873337,079-2,206-1%$24.1M$23.3M-$767.0K2026-10-23
Tokio Marine Asset Management Co LTD
INCREASED333,923332,205+1,718+1%$23.7M$23.2M-$485.1K2026-10-26
Motley Fool Asset Management LLC
DECREASED332,397387,607-55,210-14%$27.7M$23.1M-$4.5M2026-10-27
Kestra Private Wealth Services, LLC
INCREASED330,239311,868+18,371+6%$22.3M$23.0M+$710.6K2026-10-30
Gulf International Bank (UK) Ltd
UNCHANGED328,817328,81700%$23.5M$22.9K-$23.5M2026-10-20
Flossbach VON Storch SE
DECREASED324,003497,453-173,450-35%$35.5M$22.5M-$13.0M2026-10-28
Concurrent Investment Advisors, LLC
INCREASED323,321258,154+65,167+25%$18.4M$22.5M+$4.1M2026-10-16
IFP Advisors, Inc
INCREASED319,749253,572+66,177+26%$18.1M$22.2M+$4.1M2026-10-16
JIA Investment Alliance Pte. Ltd.
UNCHANGED317,700317,70000%$22.7M$22.1M-$578.2K2026-10-06
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
INCREASED317,000280,521+36,479+13%$20.0M$22.1M+$2.0M2026-10-22
Y-Intercept (Hong Kong) Ltd
DECREASED310,649316,642-5,993-2%$22.6M$21.6M-$993.3K2026-10-16
Boston Trust Walden Corp
DECREASED308,477374,910-66,433-18%$26.8M$21.5M-$5.3M2026-10-30
Oppenheimer & Co Inc
DECREASED307,375325,906-18,531-6%$23.3M$21.4M-$1.9M2026-10-26
Citizens Financial Group Inc
DECREASED299,826310,311-10,485-3%$22.2M$20.9M-$1.3M2026-10-23
Leonteq Securities AG
INCREASED291,424290,063+1,361+0%$20.7M$20.3M-$433.2K2026-10-29
Smith Group Asset Management, LLC
DECREASED284,612461,316-176,704-38%$32.9M$19.8M-$13.1M2026-10-27
Boston Common Asset Management, LLC
DECREASED282,732316,471-33,739-11%$22.6M$19.7M-$2.9M2026-10-13
Mogy Joel R Investment Counsel Inc
INCREASED278,246265,568+12,678+5%$19.0M$19.4M+$398.8K2026-10-13
Eulav Asset Management
UNCHANGED278,000278,00000%$19.8M$19.3M-$506.0K2026-10-23
Gradient Investments LLC
INCREASED269,854258,969+10,885+4%$18.5M$18.8M+$286.1K2026-10-08
First Citizens Bank & Trust Co
INCREASED269,252243,640+25,612+11%$17.4M$18.7M+$1.3M2026-10-14
Covea Finance
DECREASED268,068468,768-200,700-43%$33.5M$18.7M-$14.8M2026-10-21
Midwest Trust Co
INCREASED261,527236,547+24,980+11%$16.9M$18.2M+$1.3M2026-10-22
Prime Capital Investment Advisors, LLC
DECREASED258,701277,515-18,814-7%$19.8M$18.0M-$1.8M2026-10-20
Bailard, Inc.
INCREASED257,981239,775+18,206+8%$17.1M$18.0M+$830.4K2026-10-13
Braun Stacey Associates Inc
DECREASED256,369262,861-6,492-2%$18.8M$17.8M-$930.1K2026-10-19
D.A. Davidson & Co.
INCREASED255,060207,844+47,216+23%$14.8M$17.7M+$2.9M2026-10-28
Maryland State Retirement & Pension System
INCREASED253,849226,199+27,650+12%$16.2M$17.7M+$1.5M2026-11-05
Professional Advisory Services Inc
NEW251,989—+251,989——$17.5K—2026-10-08
Illinois Municipal Retirement Fund
DECREASED250,285267,280-16,995-6%$19.1M$17.4M-$1.7M2026-11-05
Vise Technologies, Inc.
INCREASED249,547204,514+45,033+22%$14.6M$17.4M+$2.8M2026-10-29
Godsey & Gibb, Inc
INCREASED246,422240,237+6,185+3%$17.2M$17.1M-$6.9K2026-10-14
Davidson Investment Advisors
DECREASED246,311249,653-3,342-1%$17.8M$17.1M-$686.9K2026-10-20
Daymark Wealth Partners, LLC
INCREASED237,985223,540+14,445+6%$16.0M$16.6M+$598.2K2026-11-04
Oak Grove Capital LLC
DECREASED236,595271,020-34,425-13%$19.4M$16.5M-$2.9M2026-10-09
Greatmark Investment Partners, Inc.
INCREASED234,074233,649+425+0%$16.7M$16.3M-$395.7K2026-10-28
OpenArc Corporate Advisory, LLC
INCREASED234,029136,602+97,427+71%$9.8M$16.3M+$6.5M2026-10-21
HB Wealth Management, LLC
INCREASED233,197227,073+6,124+3%$16.2M$16.2M+$12.8K2026-10-23
China Universal Asset Management Co., Ltd.
INCREASED232,225213,137+19,088+9%$15.2M$16.3M+$1.1M2026-10-28
QV Investors Inc.
DECREASED227,400230,060-2,660-1%$16.4M$15.8K-$16.4M2026-10-20
Wesbanco Bank Inc
DECREASED226,083288,055-61,972-22%$20.6M$15.7M-$4.8M2026-11-04
Davenport & Co LLC
INCREASED225,866222,700+3,166+1%$15.9M$15.7M-$185.1K2026-10-14
GFS Advisors, LLC
INCREASED223,620176,840+46,780+26%$788$15.6M+$15.6M2026-11-03
Hartford Investment Management Co
DECREASED222,882232,802-9,920-4%$16.6M$15.5M-$1.1M2026-11-04
Beese Fulmer Investment Management, Inc.
DECREASED219,617220,366-7490%$15.7M$15.3M-$453.2K2026-10-23
Rockland Trust Co
INCREASED219,221171,882+47,339+28%$12.3M$15.3M+$3.0M2026-10-05
Capital Investment Advisors, LLC
INCREASED219,08177,845+141,236+181%$5.6M$15.2M+$9.7M2026-10-22
Moran Wealth Management, LLC
INCREASED217,908128,766+89,142+69%$9.2M$15.2M+$6.0M2026-10-22
Moody Lynn Lieberson & Walker, LLC
DECREASED217,480269,678-52,198-19%$19.3M$15.1M-$4.1M2026-10-14
Tran Capital Management, L.P.
DECREASED215,719221,959-6,240-3%$15.8M$15.0M-$838.1K2026-10-19
Calamos Wealth Management LLC
INCREASED212,634210,398+2,236+1%$15.0M$14.8M-$227.3K2026-11-02
Generali Asset Management SPA SGR
INCREASED210,574201,463+9,111+5%$14.4M$14.7M+$267.3K2026-10-26
New Mexico Educational Retirement Board
UNCHANGED210,110210,11000%$15.0M$14.6K-$15.0M2026-11-05
Ag2r LA Mondiale Gestion D'actifs
INCREASED205,407184,979+20,428+11%$13.2M$14.3M+$1.1M2026-10-26
Lyell Wealth Management, LP
DECREASED204,803213,528-8,725-4%$15.2M$14.3M-$995.7K2026-10-30
Diversify Advisory Services, LLC
INCREASED203,913177,548+26,365+15%$12.5M$14.8M+$2.3M2026-10-20
Diversify Wealth Management, LLC
INCREASED203,913177,548+26,365+15%$12.5M$14.8M+$2.3M2026-10-20
Sterling Capital Management LLC
DECREASED200,194209,769-9,575-5%$15.0M$13.9M-$1.0M2026-10-22
SBI Securities Co., Ltd.
INCREASED197,813167,202+30,611+18%$11.9M$13.8M+$1.8M2026-10-22
Academy Capital Management
DECREASED193,420195,507-2,087-1%$14.0M$13.5M-$501.0K2026-11-05
Axxcess Wealth Management, LLC
DECREASED191,415264,077-72,662-28%$18.8M$13.3M-$5.5M2026-10-21
Appleton Partners Inc
DECREASED190,690192,935-2,245-1%$13.8M$13.3K-$13.8M2026-10-30
Pinnacle Associates LTD
INCREASED190,170140,156+50,014+36%$10.0M$13.2M+$3.2M2026-10-20
Farther Finance Advisors, LLC
INCREASED190,144177,584+12,560+7%$12.7M$13.2M+$539.6K2026-10-08
Congress Asset Management Co
DECREASED189,186203,937-14,751-7%$14.6M$13.2M-$1.4M2026-10-06
Bank Pictet & Cie (Europe) AG
INCREASED188,806124,189+64,617+52%$8.9M$13.1M+$4.3M2026-10-20
Park Avenue Securities LLC
DECREASED188,664218,000-29,336-13%$15.6M$13.1K-$15.6M2026-10-26
RFG Advisory, LLC
DECREASED188,380205,693-17,313-8%$14.7M$13.1M-$1.6M2026-11-03
Global X Japan Co., Ltd.
DECREASED188,110188,188-780%$13.4M$13.1M-$347.9K2026-10-21
B. Riley Wealth Advisors, Inc.
INCREASED187,57298,467+89,105+90%$7.3M$13.1M+$5.8M2026-10-13
Archon Partners LLC
DECREASED185,000205,500-20,500-10%$14.7M$12.9M-$1.8M2026-10-26
Verde Servicos Internacionais S.A.
INCREASED184,914168,998+15,916+9%$12.1M$12.9K-$12.1M2026-10-26
Third View Private Wealth, LLC
DECREASED184,611187,137-2,526-1%$13.4M$12.8M-$516.3K2026-10-30
Laurion Capital Management LP
INCREASED183,4458,857+174,588+1971%$632.4K$12.8M+$12.1M2026-10-30
Foster Victor Wealth Advisors, LLC
INCREASED182,788159,776+23,012+14%$11.7M$12.8M+$1.0M2026-10-21
Talbot Financial, LLC
DECREASED178,884190,533-11,649-6%$13.6M$12.4M-$1.2M2026-10-19
Choreo, LLC
DECREASED177,822182,032-4,210-2%$13.0M$12.4M-$625.7K2026-10-28
Private Capital Advisors, Inc.
INCREASED177,186175,962+1,224+1%$12.6M$12.3M-$235.1K2026-10-06
Heritage Investors Management Corp
INCREASED177,021126,291+50,730+40%$9.0M$12.3K-$9.0M2026-10-29
Sapient Capital LLC
DECREASED176,024462,862-286,838-62%$33.0M$12.2M-$20.8M2026-10-08
Jacobs & Co
INCREASED174,772164,252+10,520+6%$11.7K$12.2K+$4332026-10-09
Cantor Fitzgerald Investment Advisors L.P.
NEW171,547—+171,547——$11.9M—2026-10-21
Kimelman & Baird, LLC
INCREASED168,19579,823+88,372+111%$5.7M$11.7M+$6.0M2026-11-03
HS Management Partners, LLC
DECREASED167,640208,599-40,959-20%$14.9M$11.7M-$3.2M2026-11-05
Spire Wealth Management
DECREASED167,334177,664-10,330-6%$12.7M$11.6M-$1.0M2026-10-30
Sicart Associates LLC
INCREASED167,034166,406+628+0%$11.9M$11.8M-$100.5K2026-10-29
Great Lakes Retirement, Inc.
INCREASED165,873158,909+6,964+4%$11.3M$11.5M+$195.3K2026-10-26
Burns J W & Co Inc
INCREASED165,655162,575+3,080+2%$11.6M$11.5M-$81.6K2026-10-20
Altura Wealth Advisors Inc.
INCREASED162,410162,096+314+0%$11.6M$11.3M-$273.2K2026-10-22
Badgley Phelps Wealth Managers, LLC
DECREASED160,356168,162-7,806-5%$12.0M$11.2M-$849.2K2026-10-22
PKO Investment Management Joint-Stock Co
UNCHANGED160,000160,00000%$11.4M$11.1M-$291.2K2026-10-19
Teamwork Financial Advisors, LLC
DECREASED159,759187,000-27,241-15%$13.4M$11.1M-$2.2M2026-10-19
HUB Investment Partners, LLC
INCREASED159,069130,671+28,398+22%$9.3M$11.1M+$1.7M2026-11-03
Fulcrum Capital LLC
INCREASED158,770134,950+23,820+18%$9.6M$11.0M+$1.4M2026-10-15
Fulton Breakefield Broenniman LLC
DECREASED156,876163,764-6,888-4%$11.7M$10.9M-$777.3K2026-11-03
Venture Visionary Partners LLC
DECREASED156,027194,805-38,778-20%$13.9M$10.9M-$3.1M2026-10-07
Harbor Capital Advisors, Inc.
INCREASED154,878154,220+658+0%$11.0M$10.8K-$11.0M2026-10-22
Exchange Traded Concepts, LLC
DECREASED154,150173,137-18,987-11%$12.4M$10.7M-$1.6M2026-10-28
Welch & Forbes LLC
DECREASED153,282177,517-24,235-14%$12.7M$10.7M-$2.0M2026-11-04
Strategic Planning Group, LLC
INCREASED152,979146,897+6,082+4%$10.5M$10.6M+$155.9K2026-10-22
Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust
DECREASED152,548168,645-16,097-10%$12.0M$10.6M-$1.4M2026-10-20
NorthCrest Asset Manangement, LLC
DECREASED152,264158,669-6,405-4%$12.0M$10.9M-$1.1M2026-10-13
Mission Wealth Management, LP
DECREASED150,947211,935-60,988-29%$15.1M$10.5M-$4.6M2026-10-15
Mirae Asset Securities (USA) Inc.
NEW150,314—+150,314——$10.5M—2026-10-15
Bright Rock Capital Management, LLC
INCREASED150,000100,000+50,000+50%$7.1M$10.4M+$3.3M2026-10-05
Wedbush Securities Inc
DECREASED149,484164,523-15,039-9%$11.7M$10.4K-$11.7M2026-10-22
Masterinvest Kapitalanlage GmbH
INCREASED148,740130,779+17,961+14%$9.3M$10.3M+$1.0M2026-11-03
Cidel Asset Management Inc
DECREASED148,538184,045-35,507-19%$13.1M$10.3M-$2.8M2026-10-29
Perigon Wealth Management, LLC
DECREASED148,309171,829-23,520-14%$12.3M$10.3M-$1.9M2026-10-22
Howard Capital Management, LLC
DECREASED147,199147,597-3980%$10.5M$10.2M-$296.3K2026-10-16
Adams Diversified Equity Fund, Inc.
DECREASED146,520210,520-64,000-30%$15.0M$10.2M-$4.8M2026-10-21
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED143,951131,710+12,241+9%$9.4M$10.0M+$612.0K2026-10-27
Reik & Co., LLC
INCREASED143,421114,821+28,600+25%$8.2M$10.0M+$1.8M2026-10-27
WP Advisors, LLC
INCREASED141,341131,730+9,611+7%$9.4M$9.8M+$429.1K2026-10-22
Woodstock Corp
INCREASED137,86794,892+42,975+45%$6.8M$9.6M+$2.8M2026-10-13
Mirador Capital Partners LP
INCREASED134,253114,290+19,963+17%$8.2M$9.3M+$1.2M2026-10-09
Marietta Wealth Management, LLC
INCREASED133,982128,191+5,791+5%$9.2M$9.5M+$302.3K2026-10-22
Florida Trust Wealth Management Co
DECREASED131,130151,524-20,394-13%$10.8M$9.1M-$1.7M2026-11-05
E. Ohman J:or Asset Management AB
UNCHANGED130,981130,98100%$9.4M$9.1M-$238.4K2026-10-22
Larson Financial Group LLC
INCREASED129,43188,613+40,818+46%$6.3M$9.0M+$2.7M2026-11-05
Signaturefd, LLC
INCREASED129,332127,422+1,910+2%$9.1M$9.0M-$99.0K2026-10-23
Knights of Columbus Asset Advisors LLC
DECREASED128,919143,963-15,044-10%$10.3M$9.0M-$1.3M2026-11-05
Strategic Wealth Investment Group, LLC
INCREASED128,068127,625+443+0%$9.1M$8.9M-$201.5K2026-10-29
North Dakota State Investment Board
INCREASED128,013123,707+4,306+3%$8.8M$8.9M+$74.5K2026-10-27
Davis-Rea Ltd.
INCREASED127,956102,956+25,000+24%$7.4M$8.9M+$1.6M2026-10-13
Independent Financial Group, LLC
DECREASED126,467128,141-1,674-1%$9.1M$8.8M-$349.7K2026-10-13
LaFleur & Godfrey LLC
DECREASED123,067200,644-77,577-39%$14.3M$8.6M-$5.8M2026-10-27
J.W. Cole Advisors, Inc.
DECREASED122,963130,522-7,559-6%$9.3M$8.6M-$763.5K2026-11-05
Gamma Investing LLC
INCREASED122,727112,063+10,664+10%$8.0M$8.5M+$538.0K2026-10-08
Quadrant Private Wealth Management, LLC
INCREASED122,454115,027+7,427+6%$8.2M$8.5M+$307.4K2026-11-04
International Assets Investment Management, LLC
INCREASED122,339117,683+4,656+4%$8.7M$8.3M-$430.2K2026-11-02
San Luis Wealth Advisors LLC
INCREASED122,22275,876+46,346+61%$5.4M$8.5M+$3.1M2026-10-27
Praxis Investment Management Inc
INCREASED121,608114,690+6,918+6%$8.2M$8.5K-$8.2M2026-11-03
Plato Investment Management Ltd
INCREASED120,861119,014+1,847+2%$8.4M$8.4M-$5.8K2026-11-05
Maple Capital Management, Inc.
DECREASED119,636121,145-1,509-1%$8.6M$8.3M-$325.5K2026-11-02
Quadrant Capital Group LLC
DECREASED119,450123,608-4,158-3%$8.8M$8.4M-$409.2K2026-10-20
Baxter Bros Inc
DECREASED119,360128,040-8,680-7%$9.1M$8.3M-$837.0K2026-11-04
Arthur M. Cohen & Associates, LLC
DECREASED119,318121,388-2,070-2%$8.7M$8.3M-$365.0K2026-10-26
Wedmont Private Capital
INCREASED116,842106,863+9,979+9%$7.8M$8.4M+$521.8K2026-10-09
Elevation Point Wealth Partners, LLC
INCREASED116,800107,122+9,678+9%$7.6M$8.0M+$478.2K2026-11-05
MGO One Seven LLC
DECREASED113,238171,015-57,777-34%$12.2M$7.9M-$4.3M2026-10-28
NLB Skladi, upravljanje premozenja, d.o.o.
DECREASED112,586131,194-18,608-14%$9.4M$7.8M-$1.5M2026-10-22
Eastover Investment Advisors LLC
NEW112,257—+112,257——$7.8M—2026-10-05
Axxion S.A.
INCREASED111,64990,029+21,620+24%$5.7M$7.8M+$2.1M2026-10-22
Cache Advisors, LLC
INCREASED111,400109,850+1,550+1%$7.8M$7.8M-$92.1K2026-10-16
BLB&B Advisors, LLC
DECREASED109,521124,903-15,382-12%$8.9M$7.6M-$1.3M2026-10-27
Eagle Global Advisors LLC
DECREASED109,212111,944-2,732-2%$8.0M$7.6M-$393.8K2026-11-02
Mcrae Capital Management Inc
INCREASED109,18782,492+26,695+32%$5.9M$7.6M+$1.7M2026-10-15
VestGen Advisors, LLC
INCREASED108,29597,156+11,139+11%$6.9M$7.5M+$598.2K2026-10-27
Dynamic Advisor Solutions LLC
DECREASED108,155110,338-2,183-2%$7.9M$7.5M-$352.7K2026-10-13
Fideuram Asset Management (Ireland) dac
INCREASED107,43994,445+12,994+14%$7.7M$8.0M+$267.8K2026-10-29
Brighton Jones LLC
INCREASED107,42291,698+15,724+17%$6.5M$7.5M+$927.2K2026-11-03
Northside Capital Management, LLC
DECREASED107,248117,351-10,103-9%$8.4M$7.5M-$916.5K2026-10-13
Nixon Peabody Trust Co
INCREASED106,957101,092+5,865+6%$7.2M$7.4M+$224.1K2026-10-23
Zevenbergen Capital Investments LLC
DECREASED106,535581,345-474,810-82%$41.5M$7.4M-$34.1M2026-10-08
Ashton Thomas Private Wealth, LLC
INCREASED106,261101,485+4,776+5%$7.2M$7.4M+$147.6K2026-11-03
Howland Capital Management LLC
DECREASED106,039139,465-33,426-24%$10.0M$7.4M-$2.6M2026-10-22
Fifth Third Wealth Advisors LLC
DECREASED105,802111,430-5,628-5%$8.0M$7.4M-$594.4K2026-10-22
Coastline Trust Co
DECREASED104,772120,582-15,810-13%$8.6M$7.3M-$1.3M2026-10-01
Procyon Advisors, LLC
INCREASED101,41775,948+25,469+34%$5.4M$7.1M+$1.6M2026-10-21
Telos Capital Management, Inc.
DECREASED100,573103,138-2,565-2%$7.4M$7.0M-$366.2K2026-11-02
Jessup Wealth Management, Inc
NEW100,317—+100,317——$7.0M—2026-10-20
Bokf, NA
DECREASED99,378115,761-16,383-14%$8.3M$6.9M-$1.4M2026-10-27
Eastern Bank
DECREASED98,620367,277-268,657-73%$26.2M$6.9M-$19.4M2026-10-05
Brick & Kyle, Associates
INCREASED98,2135,006+93,207+1862%$481.3K$6.8M+$6.4M2026-11-05
Northeast Investment Management
DECREASED98,111174,778-76,667-44%$12.5M$6.8M-$5.7M2026-10-30
Nfsg Corp
INCREASED97,60577,657+19,948+26%$5.5M$6.8M+$1.2M2026-10-15
Ritholtz Wealth Management
DECREASED96,304100,069-3,765-4%$7.1M$6.7M-$444.1K2026-11-05
Joel Isaacson & Co., LLC
INCREASED95,12994,819+310+0%$6.8M$6.6M-$151.0K2026-11-05
Meridian Wealth Management, LLC
INCREASED94,83886,259+8,579+10%$6.2M$6.6M+$439.9K2026-11-05
Westbourne Investment Advisors, Inc.
INCREASED94,42781,576+12,851+16%$5.8M$6.6M+$745.7K2026-10-20
Signal Advisors Wealth, LLC
INCREASED94,35082,951+11,399+14%$5.9M$6.6M+$642.2K2026-10-13
Consolidated Investment Group LLC
UNCHANGED94,09094,09000%$6.7M$6.5M-$171.2K2026-11-04
Simplicity Wealth,LLC
DECREASED93,853104,267-10,414-10%$7.4M$6.5M-$914.4K2026-10-23
First Horizon Corp
INCREASED93,41388,488+4,925+6%$6.3M$6.5M+$181.6K2026-10-26
Aljian Capital Management, LLC
DECREASED93,39795,339-1,942-2%$6.8M$6.5M-$308.6K2026-10-28
North Point Portfolio Managers Corp
DECREASED93,102114,366-21,264-19%$8.2M$6.5M-$1.7M2026-10-07
Brookstone Capital Management
DECREASED92,74994,829-2,080-2%$6.8M$6.5M-$317.3K2026-10-22
Jericho Financial, LLP
INCREASED90,48588,398+2,087+2%$6.3M$6.3M-$15.7K2026-10-13
Thompson Investment Management, Inc.
INCREASED90,32187,966+2,355+3%$6.3M$6.3M+$3.8K2026-10-14
Aviso Wealth Management
DECREASED90,24190,779-538-1%$6.5M$6.3M-$202.7K2026-11-04
Compass Wealth Management LLC
INCREASED89,92671,090+18,836+27%$5.1M$6.3M+$1.2M2026-10-22
Peterson Wealth Services
INCREASED89,56585,160+4,405+5%$6.1M$6.2M+$151.5K2026-10-26
Mezzasalma Advisors, LLC
INCREASED88,87786,490+2,387+3%$6.2M$6.2M+$8.7K2026-10-14
Cassaday & Co Wealth Management LLC
DECREASED88,21788,455-2380%$6.3M$6.1M-$177.5K2026-10-27
Dillon & Associates Inc
INCREASED87,74259,922+27,820+46%$4.3M$6.1K-$4.2M2026-10-22
AlphaCore Capital LLC
INCREASED87,55139,240+48,311+123%$2.8M$6.1M+$3.3M2026-11-04
Westover Capital Advisors, LLC
DECREASED87,05991,108-4,049-4%$6.5M$6.1M-$447.5K2026-10-26
111 Capital
INCREASED86,87546,820+40,055+86%$3.3M$6.0M+$2.7M2026-11-03
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED86,86297,362-10,500-11%$6.9M$6.0M-$904.9K2026-10-21
Flagship Harbor Advisors, LLC
DECREASED86,62692,392-5,766-6%$6.6M$6.0M-$569.3K2026-10-26
Prosperitas Financial LLC
INCREASED86,26072,264+13,996+19%$5.2M$6.0M+$842.3K2026-10-28
Washington Trust Bank
DECREASED86,11391,493-5,380-6%$6.5M$6.0M-$540.9K2026-11-03
Evergreen Capital Management LLC
INCREASED86,11275,481+10,631+14%$5.4M$6.0M+$602.3K2026-10-23
Fulton Bank, N.A.
DECREASED86,04990,937-4,888-5%$6.5M$6.0M-$505.6K2026-10-14
Verde Capital Management
INCREASED85,34165,005+20,336+31%$4.6M$5.9M+$1.3M2026-10-28
B.A. Schrock Wealth Management, Inc.
NEW84,706—+84,706——$5.7M—2026-10-15
71 West Capital Partners
INCREASED84,28677,969+6,317+8%$5.6M$5.9M+$297.6K2026-11-04
GAM Holding AG
INCREASED84,28681,811+2,475+3%$5.8M$5.9M+$23.3K2026-11-03
Asio Capital, LLC
INCREASED83,98978,976+5,013+6%$5.6M$5.8M+$205.1K2026-10-19
Keybank National Association
INCREASED83,28968,859+14,430+21%$4.9M$5.8M+$878.7K2026-11-04
Thompson Siegel & Walmsley LLC
INCREASED83,28682,342+944+1%$5.9M$5.8K-$5.9M2026-11-05
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED82,94782,94700%$5.9M$5.9M$02026-10-15
EverSource Wealth Advisors, LLC
INCREASED82,82162,835+19,986+32%$4.5M$5.8M+$1.3M2026-11-04
Vest Financial, LLC
INCREASED82,66880,387+2,281+3%$5.7M$5.8M+$12.4K2026-10-21
YHB Investment Advisors, Inc.
DECREASED81,52283,281-1,759-2%$5.9M$5.7M-$274.0K2026-10-08
LRZ Capital LLC
NEW80,380—+80,380——$5.6M—2026-11-05
Tema Etfs LLC
DECREASED79,97984,291-4,312-5%$6.0M$5.6M-$453.4K2026-10-16
Greenleaf Trust
DECREASED79,79283,904-4,112-5%$6.0M$5.6M-$438.8K2026-10-29
Generali Investments, Management Co LLC
INCREASED79,76364,213+15,550+24%$4.6M$5.5M+$965.1K2026-10-19
Alps Advisors Inc
INCREASED79,31974,739+4,580+6%$5.3M$5.5M+$182.7K2026-11-03
Evergreen Private Wealth LLC
INCREASED79,25072,244+7,006+10%$5.2M$5.5M+$356.0K2026-10-30
Sigma Planning Corp
DECREASED79,23984,281-5,042-6%$6.0M$5.5M-$477.1K2026-10-23
Aviance Capital Partners, LLC
DECREASED78,50482,816-4,312-5%$5.9M$5.5M-$450.8K2026-10-29
Petredis Investment Advisors LLC
DECREASED78,48478,984-500-1%$5.6M$5.5M-$178.5K2026-10-20
Sepio Capital, LP
DECREASED77,85590,667-12,812-14%$6.5M$5.4M-$1.1M2026-10-22
Maxi Investments CY Ltd
UNCHANGED77,70077,70000%$5.5M$5.4K-$5.5M2026-10-26
Trilogy Capital Inc.
INCREASED76,42052,063+24,357+47%$3.7M$5.3M+$1.6M2026-10-20
RD Finance Ltd
UNCHANGED76,42076,42000%$5.5M$5.3K-$5.5M2026-10-26
Lighthouse Financial Services Inc
INCREASED76,27675,961+315+0%$5.6M$5.3M-$328.2K2026-11-02
RMR Wealth Builders
INCREASED76,02172,967+3,054+4%$5.2M$5.3M+$79.7K2026-10-22
KMG Fiduciary Partners, LLC
INCREASED75,66964,858+10,811+17%$4.6M$5.3M+$634.2K2026-10-14
J. L. Bainbridge & Co., Inc.
DECREASED75,406104,468-29,062-28%$7.5M$5.2M-$2.2M2026-10-20
Bellecapital International Ltd.
INCREASED74,99263,983+11,009+17%$4.6M$5.2M+$649.6K2026-10-21
Portside Wealth Group, LLC
INCREASED73,28672,435+851+1%$5.2M$5.1M-$72.6K2026-10-20
GHP Investment Advisors, Inc.
INCREASED73,1838,537+64,646+757%$609.5K$5.1M+$4.5M2026-10-15
Asset One Wealth Management LLC
INCREASED73,05948,577+24,482+50%$3.6M$5.1M+$1.5M2026-11-02
DSG Capital Advisors, LLC
INCREASED72,99271,147+1,845+3%$5.2M$5.1M-$152.7K2026-11-05
Luma Capital S.A. - SPF
UNCHANGED72,68072,68000%$5.2M$5.1M-$132.3K2026-10-21
Guinness Atkinson Asset Management Inc
DECREASED72,66573,724-1,059-1%$5.3M$5.1M-$207.9K2026-11-05
Channing Global Advisors, LLC
INCREASED72,24568,825+3,420+5%$4.9M$5.0M+$112.7K2026-11-03
Costello Asset Management, Inc
DECREASED72,22472,433-2090%$5.2M$5.0M-$146.4K2026-10-30
Daytona Street Capital LLC
INCREASED72,17950,945+21,234+42%$3.7M$4.9M+$1.1M2026-10-15
Kanawha Capital Management LLC
INCREASED72,14971,305+844+1%$5.1M$5.0M-$71.1K2026-10-19
Compound Planning, Inc.
DECREASED72,14473,984-1,840-2%$5.3M$5.0M-$262.7K2026-11-05
Kornitzer Capital Management Inc
INCREASED72,00066,280+5,720+9%$4.7M$5.0M+$277.4K2026-11-03
Lmcg Investments, LLC
INCREASED71,15459,782+11,372+19%$4.3M$5.0M+$682.5K2026-10-21
GC Wealth Management RIA, LLC
INCREASED71,09170,325+766+1%$5.0M$4.9M-$74.7K2026-11-02
Wealth Advisory Solutions, LLC
INCREASED70,77661,059+9,717+16%$4.4M$4.9M+$565.0K2026-10-20
Kingswood Wealth Advisors, LLC
INCREASED69,91761,804+8,113+13%$4.4M$4.9M+$452.0K2026-10-23
Independence Bank of Kentucky
DECREASED69,79688,081-18,285-21%$6.3M$4.9M-$1.4M2026-10-26
Valeo Financial Advisors, LLC
DECREASED69,76772,533-2,766-4%$5.2M$4.9M-$324.6K2026-10-08
Chesley Taft & Associates LLC
DECREASED69,665104,495-34,830-33%$7.5M$4.8M-$2.6M2026-10-13
Accuvest Global Advisors
DECREASED69,536152,911-83,375-55%$10.9M$4.8M-$6.1M2026-11-04
City Holding Co
INCREASED69,25068,017+1,233+2%$4.9M$4.8M-$38.0K2026-10-19
Louisbourg Investments Inc.
INCREASED68,08952,363+15,726+30%$3.0M$3.8M+$789.4K2026-10-20
Mesirow Financial Investment Management, Inc.
INCREASED68,07066,770+1,300+2%$4.8M$4.7M-$31.1K2026-11-05
Ascent Group, LLC
DECREASED67,95571,230-3,275-5%$5.1M$4.7M-$357.5K2026-10-30
Bouvel Investment Partners, LLC
DECREASED67,82468,878-1,054-2%$4.9M$4.7M-$198.7K2026-10-13
Markel Group Inc.
INCREASED67,50040,000+27,500+69%$2.9M$4.7M+$1.8M2026-10-30
Robbins Farley
DECREASED67,19867,222-240%$4.8M$4.7M-$124.0K2026-10-21
Soltis Investment Advisors LLC
INCREASED67,16860,012+7,156+12%$4.3M$4.7M+$388.7K2026-10-28
Bennett Selby Investments LP
INCREASED66,71661,780+4,936+8%$4.4M$4.6M+$231.0K2026-10-19
Greenwood Capital Associates LLC
DECREASED66,05288,294-22,242-25%$6.3M$4.6M-$1.7M2026-10-27
Asset Dedication, LLC
DECREASED65,95767,827-1,870-3%$4.8M$4.6M-$253.6K2026-11-03
Bdf-Gestion
DECREASED65,91774,276-8,359-11%$3.9M$4.6M+$640.8K2026-10-19
Patriot Financial Group Insurance Agency, LLC
INCREASED65,75450,486+15,268+30%$3.6M$4.6M+$970.4K2026-10-14
Harrington Investments, Inc
INCREASED65,65564,890+765+1%$4.6M$4.6M-$64.9K2026-10-14
Norden Group LLC
DECREASED65,49868,939-3,441-5%$4.9M$4.6M-$364.9K2026-10-20
Sowell Financial Services LLC
DECREASED65,17967,523-2,344-3%$4.8M$4.5M-$286.0K2026-10-23
Chicago Partners Investment Group LLC
INCREASED64,98034,010+30,970+91%$2.3M$4.3M+$1.9M2026-10-27
Lazari Capital Management, Inc.
INCREASED64,36055,071+9,289+17%$3.9M$4.5M+$546.1K2026-10-20
Gibbs Wealth Management
INCREASED64,32153,152+11,169+21%$3.8M$4.5M+$680.4K2026-10-22
Caldwell Trust Co
INCREASED64,15960,458+3,701+6%$4.3M$4.5M+$147.5K2026-10-30
Ascent Wealth Partners, LLC
INCREASED63,68162,486+1,195+2%$4.5M$4.4M-$30.6K2026-10-23
Segment Wealth Management, LLC
INCREASED63,00156,657+6,344+11%$4.0M$4.4M+$338.3K2026-10-26
Sava Infond d.o.o.
UNCHANGED62,78062,78000%$4.5M$4.4M-$114.3K2026-10-28
Sloy Dahl & Holst, LLC
DECREASED62,37063,094-724-1%$4.5M$4.3M-$165.2K2026-10-14
CFM Wealth Partners LLC
DECREASED62,06462,563-499-1%$4.5M$4.3M-$148.6K2026-11-05
CenterBook Partners LP
DECREASED61,628355,147-293,519-83%$25.4M$4.3M-$21.1M2026-11-02
Bell Asset Management Ltd
DECREASED60,71677,688-16,972-22%$5.5M$4.2M-$1.3M2026-10-08
Perennial Advisors, LLC
DECREASED60,52570,074-9,549-14%$5.0M$4.2M-$792.0K2026-10-13
Trifecta Capital Advisors, LLC
INCREASED60,25858,922+1,336+2%$4.2M$4.2M-$14.3K2026-10-21
Nvwm, LLC
INCREASED59,91558,963+952+2%$4.2M$4.2M-$41.1K2026-10-14
Fagan Associates, Inc.
INCREASED59,67558,450+1,225+2%$4.2M$4.2M-$21.1K2026-10-13
Smith Salley Wealth Management
INCREASED59,63558,409+1,226+2%$4.2M$4.1M-$21.0K2026-11-03
Cyndeo Wealth Partners, LLC
INCREASED58,95850,394+8,564+17%$3.6M$4.1M+$504.2K2026-10-16
Quantum Private Wealth, LLC
DECREASED58,86068,840-9,980-14%$4.9M$4.1M-$819.7K2026-10-20
Stenger Family Office, LLC
DECREASED58,70374,126-15,423-21%$5.3M$4.1M-$1.2M2026-10-22
Cullen Investment Group, Ltd.
NEW58,695—+58,695——$4.1M—2026-10-13
Integrated Advisors Network LLC
INCREASED58,68352,393+6,290+12%$3.7M$4.1M+$342.3K2026-10-20
Patten & Patten Inc
INCREASED58,20247,084+11,118+24%$3.4M$4.0M+$687.9K2026-10-26
Farmers & Merchants Investments Inc
INCREASED58,10057,728+372+1%$4.1M$4.0M-$79.2K2026-10-22
JLB & Associates Inc
DECREASED57,89458,274-380-1%$4.2M$4.1M-$27.1K2026-10-27
Hager Investment Management Services, LLC
DECREASED57,70257,948-2460%$4.1M$4.0M-$122.6K2026-11-04
Nilsine Partners, LLC
DECREASED57,137138,081-80,944-59%$9.9M$4.0M-$5.9M2026-11-02
Orange Investment Advisors, Inc.
INCREASED57,08145,804+11,277+25%$3.3M$4.0M+$701.3K2026-10-23
Partners Wealth Management, LLC
NEW56,957—+56,957——$4.0M—2026-10-28
Global Wealth Management Investment Advisory, Inc.
INCREASED56,38945,738+10,651+23%$3.3M$3.9M+$657.9K2026-11-04
Crystal Rock Capital Management
INCREASED56,37534,250+22,125+65%$2.4M$3.9M+$1.5M2026-10-28
Greater Midwest Financial Group, LLC
INCREASED55,91554,998+917+2%$3.9M$3.9M-$36.3K2026-10-13
AGF Management LTD
DECREASED55,90957,294-1,385-2%$4.1M$3.9M-$200.6K2026-11-03
Robertson Stephens Wealth Management, LLC
INCREASED55,73953,596+2,143+4%$3.8M$3.9M+$51.6K2026-10-16
Bfsg, LLC
DECREASED55,62059,231-3,611-6%$4.2M$3.9M-$359.1K2026-10-30
Trust Co of Toledo NA
DECREASED55,24657,700-2,454-4%$4.1M$3.8M-$275.8K2026-10-16
Rakuten Securities, Inc.
INCREASED54,80853,401+1,407+3%$3.8M$3.8M+$7102026-11-02
SAX Wealth Advisors, LLC
INCREASED54,37134,523+19,848+57%$3.3M$3.8M+$463.7K2026-10-13
CoreCap Advisors, LLC
DECREASED54,17577,559-23,384-30%$5.5M$3.8M-$1.8M2026-10-08
WealthPlan Investment Management, LLC
DECREASED53,76056,171-2,411-4%$4.0M$3.7M-$270.0K2026-10-15
Kurv Investment Management LLC
INCREASED53,70849,300+4,408+9%$3.5M$3.7M+$217.0K2026-10-28
Oarsman Capital, Inc.
INCREASED53,69952,326+1,373+3%$3.7M$3.7M+$3002026-11-05
Valicenti Advisory Services Inc
INCREASED53,58251,675+1,907+4%$3.7K$3.7K+$382026-10-23
Ascentis Independent Advisors
INCREASED53,32040+53,280+133200%$2.9K$3.7M+$3.7M2026-11-03
Moody National Bank Trust Division
INCREASED53,26433,466+19,798+59%$2.4M$3.7M+$1.3M2026-10-06
Anderson Hoagland & Co
NEW53,164—+53,164——$3.6M—2026-10-23
Pegasus Asset Management, Inc.
INCREASED52,98051,244+1,736+3%$3.7M$3.7M+$27.5K2026-11-03
Old National Bancorp
DECREASED52,77180,996-28,225-35%$5.8M$3.7M-$2.1M2026-10-20
Nautilus Advisors LLC
INCREASED52,74951,636+1,113+2%$3.8M$3.7M-$118.3K2026-10-07
Crestwood Advisors Group, LLC
INCREASED52,57647,291+5,285+11%$3.4M$3.7M+$281.7K2026-10-27
Linden Thomas Advisory Services, LLC
DECREASED52,34465,506-13,162-20%$4.7M$3.6M-$1.0M2026-10-19
First Nebraska Trust Co
INCREASED52,28511,020+41,265+374%$786.8K$3.6M+$2.9M2026-10-30
Fulcrum Asset Management LLP
INCREASED51,81821,450+30,368+142%$1.6M$3.6M+$2.1M2026-11-04
Nightview Capital, LLC
DECREASED51,48368,042-16,559-24%$4.9M$3.6M-$1.3M2026-10-20
Asset Advisors Investment Management, LLC
DECREASED51,20951,554-345-1%$3.7M$3.6M-$117.8K2026-10-19
Helios Capital Management Pte. LTD
UNCHANGED51,00051,00000%$3.6M$3.5M-$92.8K2026-10-14
Simplex Trading, LLC
NEW50,429—+50,429——$3.5M—2026-11-04
Americana Partners, LLC
INCREASED50,30645,790+4,516+10%$3.3M$3.5M+$230.9K2026-10-28
Cohen Klingenstein LLC
UNCHANGED50,00050,00000%$3.6M$3.5M-$91.0K2026-10-15
Cypress Capital Group
INCREASED49,96748,093+1,874+4%$3.4M$3.5M+$42.9K2026-11-03
Pecaut & Co.
NEW49,771—+49,771——$3.5M—2026-10-27
Portfolio Design Labs, LLC
DECREASED49,72850,030-302-1%$3.6M$3.5M-$112.1K2026-11-04
Vertrix Wealth Management, LLC
INCREASED49,42612,582+36,844+293%$898.4K$3.4M+$2.5M2026-10-13
Highland Capital Management, LLC
INCREASED49,04338,595+10,448+27%$2.8M$3.4M+$656.7K2026-10-26
CV Advisors LLC
DECREASED48,67157,550-8,879-15%$4.1M$3.4M-$722.5K2026-10-13
Burney Co/
DECREASED48,62461,231-12,607-21%$4.4M$3.4M-$988.6K2026-10-15
Tounjian Advisory Partners, LLC
DECREASED48,37150,112-1,741-3%$3.6M$3.4M-$212.3K2026-11-04
Resonant Capital Advisors, LLC
INCREASED48,18828,757+19,431+68%$2.1M$3.4M+$1.3M2026-10-15
BAR Harbor Wealth Management
INCREASED48,07845,913+2,165+5%$3.3M$3.3M+$67.1K2026-10-21
Central Trust Co
DECREASED48,02648,971-945-2%$3.5M$3.3M-$154.9K2026-11-05
Bell & Brown Wealth Advisors, LLC
INCREASED47,80945,597+2,212+5%$3.3M$3.3M+$70.9K2026-10-16
Greenwood Gearhart LLC
DECREASED47,72589,891-42,166-47%$6.4M$3.3M-$3.1M2026-11-02
Jamison Private Wealth Management, Inc.
NEW47,641—+47,641——$3.3M—2026-10-14
Legacy Private Trust Co.
INCREASED47,60945,337+2,272+5%$3.2M$3.3M+$75.6K2026-10-06
Montag A & Associates Inc
DECREASED47,52148,199-678-1%$3.4M$3.3M-$134.9K2026-10-29
Trust Asset Management LLC
UNCHANGED47,32447,32400%$3.4M$3.3M-$86.1K2026-11-03
WD Rutherford LLC
DECREASED47,22948,840-1,611-3%$3.5M$3.3M-$201.0K2026-10-26
Krilogy Financial LLC
INCREASED47,15734,554+12,603+36%$2.5M$3.3M+$862.6K2026-10-13
Marathon Wealth Advisors LLC
INCREASED46,85544,269+2,586+6%$3.2M$3.3M+$99.4K2026-11-04
Piar LLC
DECREASED46,56255,009-8,447-15%$3.9M$3.2M-$687.9K2026-10-21
Aaron Wealth Advisors LLC
INCREASED46,49140,784+5,707+14%$2.9M$3.2M+$322.9K2026-10-13
Eagle Bluffs Wealth Management LLC
INCREASED46,36743,388+2,979+7%$3.1M$3.2M+$128.3K2026-10-20
Harel Insurance Investments & Financial Services Ltd.
INCREASED46,35127,055+19,296+71%$1.9M$3.2K-$1.9M2026-11-02
Sagespring Wealth Partners, LLC
DECREASED46,03146,766-735-2%$3.3M$3.2M-$136.2K2026-10-22
Nemes Rush Group LLC
INCREASED45,71445,306+408+1%$3.2M$3.2M-$54.1K2026-11-04
Turtle Creek Wealth Advisors, LLC
INCREASED45,55037,665+7,885+21%$2.7M$3.2M+$477.3K2026-10-15
Meiji Yasuda America Inc
INCREASED45,22436,442+8,782+24%$2.6M$3.1M+$544.7K2026-10-22
Clean Yield Group
INCREASED45,18344,837+346+1%$3.2M$3.1M-$57.5K2026-10-28
NBT Bank, N.A.
INCREASED45,04442,491+2,553+6%$3.0M$3.1M+$100.3K2026-10-21
Smithbridge Asset Management Inc
DECREASED45,00945,023-140%$3.2M$3.1M-$82.9K2026-10-19
Summit Place Financial Advisors, LLC
DECREASED44,94547,855-2,910-6%$3.4M$3.1M-$289.6K2026-10-23
AXS Investments LLC
INCREASED44,71743,598+1,119+3%$3.1M$3.1M-$1.5K2026-11-04
Indivisible Partners
INCREASED44,69120,214+24,477+121%$1.4M$3.1M+$1.7M2026-10-26
MassMutual Private Wealth & Trust, FSB
INCREASED44,62642,911+1,715+4%$3.1M$3.1M+$41.2K2026-10-05
Simon Quick Advisors, LLC
INCREASED44,13526,700+17,435+65%$1.9M$3.1M+$1.2M2026-10-26
Hudson Canyon Capital Management
INCREASED44,12841,320+2,808+7%$3.0M$3.1M+$120.2K2026-11-04
First Merchants Corp
DECREASED43,91944,091-1720%$3.1M$3.1M-$92.2K2026-10-15
Covenant Asset Management, LLC
DECREASED43,610100,645-57,035-57%$7.2M$3.0M-$4.2M2026-10-14
Cornerstone Wealth Management, LLC
DECREASED43,30144,611-1,310-3%$3.2M$3.0M-$172.3K2026-11-04
Brown, Lisle Ings, Inc.
DECREASED42,86343,963-1,100-2%$3.1M$3.0M-$156.6K2026-10-16
Perryman Financial Advisory Inc
DECREASED42,85149,427-6,576-13%$3.5M$3.0M-$547.5K2026-10-16
Kieckhefer Group LLC
DECREASED42,55059,050-16,500-28%$4.2M$3.0M-$1.3M2026-10-13
Ashurst Perkins Coie Trust Co
INCREASED42,52923,306+19,223+82%$1.7M$3.0M+$1.3M2026-10-15
Inscription Capital, LLC
DECREASED42,46255,217-12,755-23%$3.9M$3.0M-$988.0K2026-11-02
Wolverine Asset Management LLC
DECREASED42,38751,336-8,949-17%$3.7M$2.9M-$716.1K2026-11-02
Kintegral Advisory, LLC
INCREASED42,29342,054+239+1%$3.0M$2.9M-$59.9K2026-10-16
Lebenthal Global Advisors, LLC
INCREASED42,19532,232+9,963+31%$2.3M$2.9M+$634.6K2026-10-28
Sun Group Wealth Partners
DECREASED41,90245,042-3,140-7%$3.2M$2.9M-$300.5K2026-10-26
Poehling Capital Management, Inc.
INCREASED41,88640,343+1,543+4%$2.9M$2.9M+$33.9K2026-10-20
Principle Wealth Partners LLC
INCREASED41,75740,384+1,373+3%$2.9M$2.9M+$22.1K2026-11-02
Northern Financial Advisors Inc
INCREASED41,73441,227+507+1%$2.9M$2.9M-$39.8K2026-10-29
Fortem Financial Group, LLC
INCREASED41,63641,516+120+0%$3.0M$2.9M-$67.2K2026-10-20
Del-Sette Capital Management, LLC
INCREASED41,6263,171+38,455+1213%$226.4K$2.9M+$2.7M2026-10-23
Williams Jones Wealth Management, Llc.
INCREASED41,40641,146+260+1%$2.9M$2.9M-$56.8K2026-11-05
Walter Public Investments Inc.
NEW41,320—+41,320——$2.9M—2026-11-05
Avestar Capital, LLC
DECREASED41,16557,504-16,339-28%$4.1M$2.9M-$1.2M2026-10-28
Kercheville Advisors, LLC
DECREASED41,00657,786-16,780-29%$4.1M$2.9M-$1.3M2026-10-19
Granite Islands Private Wealth, LLC
INCREASED40,93040,360+570+1%$2.9M$2.8M-$31.9K2026-10-16
AlphaStar Capital Management, LLC
INCREASED40,91534,099+6,816+20%$2.4M$2.8M+$412.2K2026-10-16
Wespac Advisors SoCal, LLC
DECREASED40,80841,339-531-1%$3.0M$2.8M-$112.2K2026-10-13
Cornerstone Planning, LLC
INCREASED40,28939,955+334+1%$2.9M$2.9M+$3.0K2026-10-27
Ashton Thomas Securities, LLC
INCREASED40,20638,756+1,450+4%$2.8M$2.8M+$44.2K2026-10-26
Intesa Sanpaolo Wealth Management
INCREASED40,13234,152+5,980+18%$2.4M$2.8M+$353.9K2026-10-28
M Holdings Securities, Inc.
INCREASED40,03339,131+902+2%$2.9K$2.5K-$3812026-11-03
Mount Vernon Associates Inc
DECREASED39,95040,300-350-1%$2.9M$2.8K-$2.9M2026-10-26
Provenance Wealth Advisors, LLC
INCREASED39,6943,380+36,314+1074%$241.3K$2.8M+$2.5M2026-10-30
Baldwin Wealth Partners LLC
INCREASED39,62939,592+37+0%$2.8M$2.8M-$69.5K2026-10-13
Stablepoint Partners, LLC
INCREASED39,24034,517+4,723+14%$2.5M$2.7M+$265.8K2026-11-03
Lockheed Martin Investment Management Co
DECREASED39,16056,960-17,800-31%$4.1M$2.7M-$1.3M2026-11-04
Integrity Alliance, Llc.
DECREASED39,06740,508-1,441-4%$2.9M$2.7M-$174.0K2026-10-29
Cigna Investments Inc
DECREASED38,84039,719-879-2%$2.8M$2.7K-$2.8M2026-10-19
Avior Wealth Management, LLC
DECREASED38,81947,983-9,164-19%$3.4M$2.7M-$725.0K2026-10-13
Peak Financial Advisors LLC
INCREASED38,78637,751+1,035+3%$2.7M$2.7M+$3.3K2026-10-28
Wealth Enhancement Trust Services, Inc.
INCREASED38,58336,836+1,747+5%$2.6M$2.7M+$54.5K2026-10-07
Columbia Asset Management
INCREASED38,39836,798+1,600+4%$2.6M$2.7M+$44.4K2026-10-19
Capital Investment Counsel, LLC
DECREASED38,37839,154-776-2%$2.8M$2.7M-$125.3K2026-10-14
Tobam
DECREASED38,34544,710-6,365-14%$3.2M$2.7K-$3.2M2026-11-03
Polaris Financial Partners
NEW38,152—+38,152——$2.7K—2026-10-02
WealthBridge Investment Counsel Inc.
INCREASED37,94033,200+4,740+14%$2.4K$2.6K+$2702026-10-13
BNC Wealth Management, LLC
INCREASED37,82327,277+10,546+39%$1.9M$2.6M+$684.1K2026-10-19
Old Second National Bank of Aurora
DECREASED37,33937,506-1670%$2.7M$2.6M-$79.9K2026-10-22
Xcel Wealth Management, LLC
DECREASED37,29540,006-2,711-7%$2.9M$2.6M-$261.4K2026-10-26
Premier Path Wealth Partners, LLC
DECREASED37,24039,145-1,905-5%$2.8M$2.6M-$203.8K2026-10-16
StoneX Group Inc.
DECREASED37,19154,613-17,422-32%$4.1M$2.6M-$1.5M2026-11-03
Laurel Wealth Advisors LLC
INCREASED36,83335,750+1,083+3%$2.6M$2.6M+$10.3K2026-10-27
HCR Wealth Advisors
DECREASED36,66937,758-1,089-3%$2.7M$2.6M-$144.5K2026-10-15
Investment Research & Advisory Group, Inc.
DECREASED36,45837,721-1,263-3%$2.7M$2.5M-$155.9K2026-10-19
Solidarity Wealth, LLC
NEW36,414—+36,414——$2.5M—2026-10-15
AK Global Asset Management, LLC
DECREASED36,33536,785-450-1%$2.6M$2.5M-$98.3K2026-10-27
CWA Asset Management Group, LLC
DECREASED36,14136,447-306-1%$2.6M$2.5M-$87.6K2026-10-19
Mattern Capital Management, LLC
INCREASED35,81529,936+5,879+20%$2.1M$2.5M+$354.6K2026-11-02
Davidson Capital Management Inc.
INCREASED35,81234,264+1,548+5%$2.4M$2.5M+$45.3K2026-10-15
Gryphon Financial Partners LLC
INCREASED35,80334,600+1,203+3%$2.5M$2.5M+$20.7K2026-11-04
Guyasuta Investment Advisors Inc
DECREASED35,760207,053-171,293-83%$14.8M$2.5M-$12.3M2026-10-15
Hilltop National Bank
DECREASED35,73735,953-216-1%$2.6M$2.5M-$80.5K2026-10-14
SP Asset Management LLC
DECREASED35,73435,787-530%$2.6M$2.5M-$68.8K2026-11-05
Stackstone Wealth, LLC
NEW35,730—+35,730——$2.5M—2026-10-19
Townsend Asset Management Corp
INCREASED35,52829,808+5,720+19%$2.1M$2.5M+$343.7K2026-10-29
United Asset Strategies, Inc.
INCREASED35,33331,828+3,505+11%$2.3M$2.5M+$186.0K2026-10-28
Regatta Capital Group, LLC
INCREASED35,26431,774+3,490+11%$2.3M$2.5M+$185.0K2026-10-23
West Branch Capital LLC
INCREASED35,10033,421+1,679+5%$2.4M$2.4M+$56.0K2026-10-20
Excalibur Management Corp
INCREASED35,06233,621+1,441+4%$2.4M$2.4M+$39.1K2026-11-02
Retirement Guys Formula LLC
INCREASED34,75629,619+5,137+17%$2.1M$2.4M+$303.5K2026-10-26
Financiere des Professionnels - Fonds d'investissement inc.
DECREASED34,68774,805-40,118-54%$5.3M$2.4M-$2.9M2026-11-03
Apella Capital, LLC
INCREASED34,67422,395+12,279+55%$1.7M$2.4M+$710.7K2026-10-08
Everhart Financial Group, Inc.
DECREASED34,62236,467-1,845-5%$2.6M$2.4M-$194.7K2026-10-08
Royal Fund Management, LLC
INCREASED34,59334,065+528+2%$2.4M$2.4M-$25.3K2026-10-22
Boomfish Wealth Group, LLC
INCREASED34,54718,037+16,510+92%$1.3M$2.4M+$1.1M2026-10-22
Lazard Freres Gestion S.A.S.
UNCHANGED34,50034,50000%$2.5M$2.4K-$2.5M2026-11-03
Parr Mcknight Wealth Management Group, LLC
NEW34,349—+34,349——$2.4M—2026-10-30
Legal Advantage Investments, Inc.
UNCHANGED34,31634,31600%$2.5M$2.4M-$62.5K2026-10-13
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED34,29035,730-1,440-4%$2.6M$2.4M-$165.2K2026-10-23
Werlinich Asset Management, LLC
UNCHANGED34,15034,15000%$2.4M$2.4M-$62.2K2026-10-09
Cohen Capital Management, Inc.
INCREASED34,08524,410+9,675+40%$1.7M$2.4M+$628.8K2026-10-14
Central Bank & Trust Co
INCREASED34,05533,470+585+2%$2.4M$2.4M-$20.2K2026-10-09
Weaver Capital Management LLC
DECREASED33,89641,866-7,970-19%$4.0M$2.4M-$1.7M2026-10-15
Quadcap Wealth Management, LLC
DECREASED33,88637,039-3,153-9%$2.6M$2.4M-$274.5K2026-11-02
Acumen Wealth Advisors, LLC
INCREASED33,43925,484+7,955+31%$1.8M$2.3M+$507.1K2026-11-05
Harrell Investment Partners, LLC
DECREASED33,22534,414-1,189-3%$2.5M$2.3M-$145.4K2026-10-15
Middleton & Co Inc
INCREASED33,2035,149+28,054+545%$367.6K$2.3M+$1.9M2026-10-23
Juno Financial Group LLC
INCREASED33,14531,520+1,625+5%$2.3M$2.3M+$55.7K2026-10-27
RPG Investment Advisory, LLC
DECREASED33,10754,312-21,205-39%$3.9M$2.3M-$1.6M2026-10-21
Corps Capital Advisors, LLC
UNCHANGED33,09833,09800%$2.4M$2.3M-$60.2K2026-11-05
Sendero Wealth Management, LLC
DECREASED32,60442,594-9,990-23%$3.0M$2.3M-$772.6K2026-10-14
Pinnacle Wealth Management Advisory Group, LLC
INCREASED32,56432,157+407+1%$2.3M$2.3M-$30.2K2026-10-23
Hennion & Walsh Asset Management, Inc.
INCREASED32,43731,831+606+2%$2.3M$2.3M-$15.8K2026-10-13
Central Pacific Bank - Trust Division
INCREASED32,31631,776+540+2%$2.3M$2.2M-$20.3K2026-10-06
Altman Advisors, Inc.
INCREASED32,21131,628+583+2%$2.3M$2.2M-$17.0K2026-11-05
Wealthcare Advisory Partners LLC
INCREASED32,05331,930+123+0%$2.3M$2.2M-$49.6K2026-10-21
Formidable Asset Management, LLC
INCREASED31,95122,770+9,181+40%$2.2M$2.3M+$92.0K2026-11-03
Keeler Thomas Management LLC
DECREASED31,77444,918-13,144-29%$3.2M$2.2M-$996.3K2026-10-29
Verdence Capital Advisors LLC
INCREASED31,76130,317+1,444+5%$2.2M$2.2M+$45.4K2026-10-26
Hartford Financial Management Inc.
INCREASED31,64429,747+1,897+6%$2.1M$2.2M+$77.9K2026-10-21
TD Private Client Wealth LLC
DECREASED31,44537,836-6,391-17%$2.7M$2.2M-$513.5K2026-10-28
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED31,24221,582+9,660+45%$1.5M$2.2M+$632.9K2026-10-14
Sippican Capital Advisors
INCREASED31,23812,929+18,309+142%$923.1K$2.2M+$1.3M2026-10-23
Integris Wealth Management, LLC
DECREASED31,17931,378-199-1%$2.2M$2.2M-$71.0K2026-10-14
Facet Wealth, Inc.
DECREASED31,07831,236-158-1%$2.2M$2.2M-$67.8K2026-11-04
Vivid Wealth Management, LLC
DECREASED30,70531,002-297-1%$2.2M$2.1M-$77.1K2026-10-27
Baker Tilly Wealth Management, LLC
INCREASED30,65630,020+636+2%$2.1M$2.1M-$10.4K2026-10-05
Wealth Preservation Advisors, LLC
INCREASED30,58630,068+518+2%$2.1M$2.1M-$18.7K2026-11-05
Claro Advisors Inc.
INCREASED30,56929,845+724+2%$2.1M$2.1M-$3.9K2026-11-02
Waterway Wealth Management, LLC
DECREASED30,40849,512-19,104-39%$3.5M$2.1M-$1.4M2026-10-28
Trust Point Inc.
INCREASED30,36721,480+8,887+41%$1.5M$2.1M+$579.3K2026-10-27
Alta Advisers Ltd
INCREASED30,23515,730+14,505+92%$1.1M$2.1M+$980.6K2026-11-02
EPG Wealth Management LLC
INCREASED30,15727,594+2,563+9%$2.0M$2.1M+$128.1K2026-11-03
Mather Group, Llc.
DECREASED30,14436,039-5,895-16%$2.6M$2.1M-$475.8K2026-10-14
Able Financial Group, LLC
INCREASED30,02726,859+3,168+12%$1.9M$2.1M+$171.5K2026-10-14
Malaga Cove Capital, LLC
INCREASED29,36626,323+3,043+12%$1.9M$2.0M+$163.8K2026-10-23
Fairvoy Private Wealth, LLC
INCREASED29,34713,460+15,887+118%$961.0K$2.0M+$1.1M2026-10-19
Mirabaud & Cie SA
INCREASED29,34124,946+4,395+18%$1.8M$2.0M+$260.5K2026-10-27
Wright Investors Service Inc
INCREASED29,27214,763+14,509+98%$1.1M$2.0M+$982.7K2026-11-02
Lifestyle Asset Management, Inc.
INCREASED29,19827,203+1,995+7%$1.9M$2.0M+$89.3K2026-10-20
Ahara Advisors LLC
INCREASED29,04413,608+15,436+113%$971.6K$2.0M+$1.0M2026-10-29
Advisory Resource Group
INCREASED28,89521,448+7,447+35%$1.5M$2.0M+$479.1K2026-10-26
Salem Investment Counselors Inc
INCREASED28,86628,526+340+1%$2.0M$2.0M-$28.3K2026-10-13
Harbor Investment Advisory, LLC
INCREASED28,86025,844+3,016+12%$1.8M$2.0M+$162.8K2026-10-13
Univest Financial Corp
INCREASED28,85527,978+877+3%$2.0M$2.0M+$10.1K2026-11-05
Bell Bank
INCREASED28,80022,023+6,777+31%$1.6M$2.0M+$431.5K2026-10-21
Compass Financial Management LLC
DECREASED28,76442,305-13,541-32%$3.1M$2.0M-$1.1M2026-10-30
Realta Investment Advisors
INCREASED28,60325,986+2,617+10%$1.9M$2.0M+$134.8K2026-10-14
Founders Financial Securities LLC
INCREASED28,44425,819+2,625+10%$1.8M$2.0M+$135.7K2026-10-28
Focus Financial Network, Inc.
DECREASED28,33229,770-1,438-5%$2.1M$2.0M-$154.2K2026-10-14
LFG Wealth Partners, LLC
NEW28,263—+28,263——$2.0M—2026-10-28
Nations Financial Group Inc,
INCREASED28,2129,762+18,450+189%$697.0K$2.0M+$1.3M2026-11-05
Bank of Stockton
DECREASED28,15028,714-564-2%$2.1M$2.0M-$91.5K2026-10-20
Balboa Wealth Partners
DECREASED28,06528,535-470-2%$2.0M$2.0M-$84.6K2026-10-20
Cooper Financial Group
DECREASED27,97430,389-2,415-8%$2.2M$1.9M-$223.3K2026-10-07
Gables Capital Management Inc.
INCREASED27,82027,440+380+1%$2.0M$1.9M-$23.5K2026-11-04
PDS Planning, Inc
INCREASED27,67724,172+3,505+15%$1.7M$1.9M+$199.9K2026-11-03
Confluence Wealth Services, Inc.
DECREASED27,62630,858-3,232-10%$2.2M$1.9M-$281.0K2026-11-05
Alamar Capital Management, LLC
DECREASED27,62528,280-655-2%$2.0M$1.9M-$97.0K2026-11-02
Family Capital Trust Co
UNCHANGED27,61727,61700%$2.0M$1.9M-$50.3K2026-10-22
Blume Capital Management, Inc.
INCREASED27,597510+27,087+5311%$36.4K$1.9M+$1.9M2026-10-26
Capital Investment Advisory Services, LLC
INCREASED27,50725,677+1,830+7%$1.8M$1.9M+$80.5K2026-10-30
Ebert Capital Management Inc.
DECREASED27,39827,530-1320%$2.0M$1.9M-$59.3K2026-10-08
Pinnacle Wealth Planning Services, Inc.
DECREASED27,32737,999-10,672-28%$2.7M$1.9M-$811.7K2026-10-27
SeaCrest Wealth Management, LLC
DECREASED27,11532,398-5,283-16%$2.3M$1.9M-$426.6K2026-10-21
Zullo Investment Group, Inc.
DECREASED27,06427,456-392-1%$2.0M$1.9M-$77.2K2026-10-20
CRA Financial Services, LLC
DECREASED27,00228,414-1,412-5%$2.0M$1.9M-$149.9K2026-10-16
DeDora Capital, Inc.
INCREASED26,82926,595+234+1%$1.9M$1.9M-$32.1K2026-10-26
Trust Co of Vermont
INCREASED26,80922,877+3,932+17%$1.6M$1.9M+$232.0K2026-10-21
Koshinski Asset Management, Inc.
DECREASED26,75628,877-2,121-7%$2.1M$1.9M-$200.1K2026-10-29
Summit Global Investments
INCREASED26,73717,587+9,150+52%$1.3M$1.9K-$1.3M2026-10-28
Aprio Wealth Management, LLC
INCREASED26,70126,174+527+2%$1.9M$1.9M-$11.0K2026-10-28
Globalt Investments LLC / GA
DECREASED26,69528,803-2,108-7%$2.1M$1.9M-$199.1K2026-10-27
Grant Private Wealth Management Inc
DECREASED26,64036,716-10,076-27%$2.6M$1.9M-$767.9K2026-10-19
Certuity, LLC
DECREASED26,53230,547-4,015-13%$2.2M$1.9M-$337.7K2026-11-02
Grove Bank & Trust
DECREASED26,52430,063-3,539-12%$2.1M$1.8M-$301.0K2026-10-08
Edgemoor Investment Advisors, Inc.
INCREASED26,50524,777+1,728+7%$1.8M$1.8M+$75.1K2026-11-03
Semus Wealth Partners LLC
INCREASED26,40923,908+2,501+10%$1.7M$1.8M+$130.5K2026-10-22
Supplemental Annuity Collective Trust of NJ
DECREASED26,34627,008-662-2%$1.9M$1.8M-$95.2K2026-11-02
Argyle Capital Partners, LLC
INCREASED26,29323,111+3,182+14%$1.7M$1.8M+$179.3K2026-10-23
Clarus Wealth Advisors
NEW26,188—+26,188——$1.8M—2026-10-13
Cardinal Point Capital Management ULC
INCREASED26,00622,565+3,441+15%$1.6M$1.8M+$198.3K2026-10-21
Parnassus Investments, LLC
INCREASED25,84124,236+1,605+7%$1.7M$1.8M+$67.6K2026-10-22
Novem Group
INCREASED25,70423,432+2,272+10%$1.7M$1.8M+$115.4K2026-10-19
Avantax Planning Partners, Inc.
INCREASED25,69221,611+4,081+19%$1.5M$1.8M+$244.6K2026-11-03
Penobscot Investment Management Company, Inc.
INCREASED25,67922,620+3,059+14%$1.6M$1.8M+$171.7K2026-10-26
Beaumont Financial Advisors, LLC
INCREASED25,6325,124+20,508+400%$365.8K$1.8M+$1.4M2026-10-22
Verus Capital Partners, LLC
INCREASED25,62724,656+971+4%$1.8M$1.8M+$22.7K2026-11-03
Angeles Wealth Management, LLC
DECREASED25,58528,633-3,048-11%$2.0M$1.8M-$264.2K2026-10-26
HMS Capital Management, LLC
INCREASED25,57124,796+775+3%$1.8M$1.8M+$8.8K2026-10-20
Brady Martz Wealth Solutions, LLC
INCREASED25,50324,270+1,233+5%$1.7M$1.8M+$41.6K2026-11-05
HBW Advisory Services LLC
DECREASED25,47326,502-1,029-4%$1.9M$1.8M-$119.8K2026-10-15
DDD Partners, LLC
INCREASED25,4576,841+18,616+272%$488.4K$1.8M+$1.3M2026-11-02
Abundance Wealth Counselors
INCREASED25,31825,146+172+1%$1.8M$1.8M-$33.8K2026-10-26
Iowa State Bank
INCREASED25,30224,506+796+3%$1.7M$1.8M+$10.8K2026-10-06
Cohen Investment Advisors LLC
INCREASED25,29322,636+2,657+12%$1.6M$1.8M+$143.7K2026-10-20
Romano Brothers and Company
INCREASED25,19124,206+985+4%$1.7M$1.8M+$24.5K2026-10-22
GLR Partners, LLC
DECREASED25,11125,932-821-3%$1.9M$1.7M-$104.3K2026-11-04
CX Institutional
INCREASED25,09823,290+1,808+8%$1.7K$1.7K+$832026-10-02
Curtis Advisory Group, LLC
DECREASED25,06727,777-2,710-10%$2.0M$1.7M-$239.1K2026-10-28
Alpha Family Trust
UNCHANGED25,05025,05000%$1.8M$1.8M$02026-11-04
Baer Investment Advisory LLC
INCREASED24,84424,316+528+2%$1.8M$1.7M-$75.4K2026-10-13
Rational Advisors, Inc.
DECREASED24,770101,534-76,764-76%$7.2M$1.7M-$5.5M2026-11-02
McAdam, LLC
INCREASED24,76721,820+2,947+14%$1.6M$1.7M+$165.3K2026-10-21
High Note Wealth, LLC
INCREASED24,74224,108+634+3%$1.7M$1.7M+$2372026-10-27
SeaBridge Investment Advisors LLC
DECREASED24,68271,495-46,813-65%$5.1M$1.7M-$3.4M2026-11-02
Brown Shipley& Co Ltd
INCREASED24,67023,202+1,468+6%$1.7M$1.7M+$59.9K2026-10-09
Hurley Capital, LLC
INCREASED24,6562,419+22,237+919%$172.7K$1.7M+$1.5M2026-11-05
Fearless Solutions, LLC dba Best Invest
DECREASED24,55625,020-464-2%$1.8M$1.7M-$77.8K2026-10-14
GPM Growth Investors, Inc.
DECREASED24,42124,786-365-1%$1.8M$1.7M-$70.5K2026-10-30
Fourpath Capital Management, LLC
DECREASED24,38124,866-485-2%$1.8M$1.7M-$79.0K2026-10-19
Root Financial Partners, LLC
INCREASED24,30721,636+2,671+12%$1.5M$1.7M+$146.5K2026-10-21
Moneco Advisors, LLC
DECREASED24,26725,363-1,096-4%$1.8M$1.7M-$122.5K2026-11-05
Ted Buchan & Co
INCREASED24,15122,005+2,146+10%$1.6M$1.7M+$109.3K2026-10-23
Tealwood Asset Management Inc
DECREASED24,12324,558-435-2%$1.8K$1.7K-$752026-10-13
Rhodes Investment Advisors Inc
INCREASED24,06713,344+10,723+80%$952.8K$1.7M+$721.8K2026-10-07
Anchyra Partners LLC
INCREASED24,01422,526+1,488+7%$1.6M$1.7M+$62.5K2026-10-13
Accurate Wealth Management, LLC
DECREASED23,99927,458-3,459-13%$2.0M$1.7M-$325.0K2026-10-20
Y.D. More Investments Ltd
INCREASED23,89820,674+3,224+16%$1.5M$1.7M+$186.7K2026-11-02
180 Wealth Advisors, LLC
INCREASED23,77923,105+674+3%$1.6M$1.7M+$4.8K2026-11-03
Plimoth Trust Co LLC
INCREASED23,73821,187+2,551+12%$1.5M$1.7M+$138.9K2026-10-26
First Affirmative Financial Network
NEW23,652—+23,652——$1.6M—2026-10-21
WT Wealth Management
DECREASED23,52425,925-2,401-9%$1.9M$1.6M-$214.2K2026-10-13
Mainstream Capital Management LLC
INCREASED23,37923,031+348+2%$1.6M$1.6M-$17.7K2026-10-23
Congress Park Capital LLC
INCREASED23,33520,545+2,790+14%$1.5M$1.6M+$156.7K2026-10-13
Magnus Financial Group LLC
INCREASED23,30822,018+1,290+6%$1.6M$1.6M+$49.7K2026-10-21
Grandview Asset Management LLC
DECREASED23,25228,799-5,547-19%$2.1M$1.6M-$438.4K2026-10-19
Mccarter Private Wealth Services LLC
INCREASED23,14122,388+753+3%$1.6M$1.6M+$11.6K2026-10-22
First Business Financial Services, Inc.
INCREASED22,99622,065+931+4%$1.6M$1.6M+$24.6K2026-10-29
Whalen Wealth Management Inc.
INCREASED22,93321,647+1,286+6%$1.5M$1.6M+$50.1K2026-10-08
Spirit of America Management Corp
INCREASED22,85022,450+400+2%$1.6M$1.6M-$13.0K2026-10-14
Perpetual Ltd
DECREASED22,786351,079-328,293-94%$25.1M$1.6M-$23.5M2026-10-13
Private Wealth Partners, LLC
INCREASED22,70311,189+11,514+103%$798.9K$1.6M+$780.8K2026-10-22
Sheets Smith Wealth Management
INCREASED22,56115,511+7,050+45%$1.1M$1.6M+$462.3K2026-10-16
AMG National Trust Bank
DECREASED22,52923,934-1,405-6%$1.7M$1.6M-$141.3K2026-11-05
Insight Advisors, LLC/ PA
DECREASED22,52523,730-1,205-5%$1.7M$1.6M-$127.0K2026-10-22
Crumly & Associates Inc.
INCREASED22,51520,983+1,532+7%$1.5M$1.6M+$68.4K2026-10-07
Alchemi Wealth, LLC
DECREASED22,46124,991-2,530-10%$1.8M$1.6M-$221.5K2026-11-04
Meyer Handelman Co
DECREASED22,40022,600-200-1%$1.6M$1.6M-$55.0K2026-10-28
Argentarii, LLC
DECREASED22,39122,655-264-1%$1.7M$1.6M-$136.4K2026-10-28
Integrated Financial Solutions, Inc.
INCREASED22,28020,820+1,460+7%$1.5M$1.6M+$63.7K2026-10-09
Columbia Bank
INCREASED21,79618,476+3,320+18%$1.3M$1.5M+$197.4K2026-10-29
BIP Wealth, LLC
INCREASED21,76320,759+1,004+5%$1.5M$1.5M+$32.1K2026-10-22
Rooted Wealth Advisors, Inc.
UNCHANGED21,75821,75800%$1.6M$1.6M$02026-11-03
Avidian Wealth Enterprises, LLC
DECREASED21,68923,413-1,724-7%$1.7M$1.5M-$162.6K2026-10-08
VCI Wealth Management LLC
DECREASED21,65928,701-7,042-25%$2.0M$1.5M-$542.2K2026-10-29
Dudley Capital Management, LLC
INCREASED21,61519,865+1,750+9%$1.4M$1.5M+$85.6K2026-10-23
Harfst & Associates, Inc.
INCREASED21,56220,735+827+4%$1.5M$1.5M+$19.8K2026-10-20
Eads & Heald Wealth Management
DECREASED21,49522,710-1,215-5%$1.6M$1.5M-$125.9K2026-10-29
Parkside Financial Bank & Trust
DECREASED21,42922,370-941-4%$1.6M$1.5M-$106.2K2026-10-27
Private Trust Co NA
DECREASED21,36823,864-2,496-10%$1.7M$1.5M-$217.1K2026-10-20
CGN Advisors LLC
INCREASED21,25720,930+327+2%$1.5M$1.5M-$15.3K2026-10-21
Paragon Private Wealth Management, LLC
DECREASED21,24824,700-3,452-14%$1.8M$1.5M-$285.1K2026-10-20
Goldenstone Wealth Management LLC
INCREASED21,14620,264+882+4%$1.4M$1.5M+$24.5K2026-11-04
DLK Investment Management, LLC
INCREASED20,9822,400+18,582+774%$1.6M$1.5M-$159.8K2026-10-09
Jacksonville Wealth Management, LLC
DECREASED20,91621,078-162-1%$1.5M$1.5M-$49.6K2026-10-30
Cornerstone Wealth Group, LLC
INCREASED20,74818,263+2,485+14%$1.3M$1.4M+$139.7K2026-11-02
Vision Capital Management, Inc.
DECREASED20,57620,840-264-1%$1.5M$1.4M-$56.3K2026-10-20
Floyd Financial Group LLC
INCREASED20,4978,053+12,444+155%$592.1K$1.4M+$852.1K2026-10-28
SFE Investment Counsel
INCREASED20,44919,646+803+4%$1.4M$1.4M+$20.1K2026-10-29
Journey Retirement Planning & Investment Management LLC
DECREASED20,40726,217-5,810-22%$1.9M$1.4M-$451.9K2026-10-09
Sherry Group, Inc.
INCREASED20,32618,300+2,026+11%$1.4M$1.4M+$64.1K2026-10-09
Modera Wealth Management, LLC
DECREASED20,29921,379-1,080-5%$1.5M$1.4M-$114.1K2026-10-28
Arrow Financial Corp
DECREASED20,24725,620-5,373-21%$1.8M$1.4M-$420.5K2026-10-26
Capital Investment Counsel, Inc
NEW20,203—+20,203——$1.4M—2026-10-20
Mengis Capital Management, Inc.
INCREASED20,1973,160+17,037+539%$225.6K$1.4M+$1.2M2026-10-13
Asset Planning,Inc
DECREASED20,17020,720-550-3%$1.5M$1.4M-$76.0K2026-10-26
Sound Income Strategies, LLC
DECREASED19,90820,259-351-2%$1.4M$1.4M-$21.7K2026-10-09
LVW Advisors, LLC
DECREASED19,67420,764-1,090-5%$1.5M$1.4M-$113.6K2026-10-19
Fischer Financial Services, Inc.
DECREASED19,62521,767-2,142-10%$1.6M$1.4M-$188.7K2026-10-30
Sage Rhino Capital LLC
INCREASED19,47819,243+235+1%$1.4M$1.4M-$18.7K2026-10-28
Sky Investment Group LLC
NEW19,431—+19,431——$1.4M—2026-10-30
Visionary Wealth Advisors
INCREASED19,34517,446+1,899+11%$1.2M$1.3M+$100.4K2026-11-04
Fragasso Financial Advisors Inc
DECREASED19,33724,576-5,239-21%$1.8M$1.4M-$395.3K2026-10-13
Forum Financial Management, LP
INCREASED19,26214,547+4,715+32%$1.0M$1.3M+$301.6K2026-10-16
Ipswich Investment Management Co., Inc.
DECREASED19,12939,719-20,590-52%$2.8M$1.3M-$1.5M2026-10-13
Conning Inc.
DECREASED19,11819,350-232-1%$1.4M$1.3M-$51.4K2026-10-27
Archford Capital Strategies, LLC
INCREASED19,03017,940+1,090+6%$1.3M$1.3M+$43.2K2026-10-19
Citizens National Bank Trust Department
INCREASED19,02316,325+2,698+17%$1.2M$1.3M+$158.0K2026-11-04
Buttonwood Financial Advisors Inc.
DECREASED18,96319,069-106-1%$1.4M$1.3M-$42.1K2026-10-13
Atlas Brown,Inc.
INCREASED18,78518,713+72+0%$1.3M$1.3M-$29.0K2026-10-09
Spectrum Strategic Capital Management, LLC
INCREASED18,71114,108+4,603+33%$1.0M$1.3M+$294.6K2026-10-22
Curated Wealth Partners LLC
INCREASED18,69316,588+2,105+13%$1.2M$1.3M+$116.3K2026-10-15
Northbridge Financial Group, LLC
INCREASED18,65317,614+1,039+6%$1.3M$1.3M+$23.6K2026-11-05
Parcion Private Wealth LLC
DECREASED18,61220,190-1,578-8%$1.4M$1.3M-$146.5K2026-10-28
Ring Mountain Capital, LLC
DECREASED18,61119,351-740-4%$1.4M$1.3M-$86.7K2026-10-13
Canandaigua National Bank & Trust Co
NEW18,594—+18,594——$1.3M—2026-10-07
Strong Retirement Solutions LLC
INCREASED18,59116,433+2,158+13%$1.2M$1.3M+$120.2K2026-10-07
Glenview Trust Co
INCREASED18,55815,777+2,781+18%$1.1M$1.3M+$164.8K2026-10-28
James Investment Research, Inc.
INCREASED18,54014,683+3,857+26%$1.0M$1.3M+$241.6K2026-10-22
Formuepleje A/S
DECREASED18,47928,831-10,352-36%$2.1M$1.3M-$772.8K2026-10-15
Occidental Asset Management, LLC
INCREASED18,45615,887+2,569+16%$1.1M$1.3M+$149.8K2026-11-05
Ridgecrest Wealth Partners, LLC
DECREASED18,40419,229-825-4%$1.4M$1.3M-$92.4K2026-10-19
Forvis Mazars Wealth Advisors, LLC
INCREASED18,32517,887+438+2%$1.3M$1.3M-$2.1K2026-10-13
Parkside Investments, LLC
INCREASED18,25015,000+3,250+22%$1.1M$1.3M+$198.8K2026-10-20
Souders Financial Advisors
INCREASED18,20918,113+96+1%$1.3M$1.3M-$26.3K2026-11-03
Lederer & Associates Investment Counsel
DECREASED18,09718,765-668-4%$1.3K$1.3K-$812026-10-23
Diversified Enterprises, LLC
INCREASED18,09015,320+2,770+18%$1.1M$1.3M+$164.9K2026-10-19
AA Financial Advisors, LLC
INCREASED18,07816,862+1,216+7%$1.2M$1.3M+$53.9K2026-10-19
GS Investments, Inc.
INCREASED18,01017,969+41+0%$1.3M$1.3M-$29.9K2026-11-05
Shuttleworth & Co
DECREASED17,81318,585-772-4%$1.3M$1.2M-$87.5K2026-10-30
Tcfg Investment Advisors, LLC
INCREASED17,79017,726+64+0%$1.3M$1.2M-$27.8K2026-10-20
Wilmington Savings Fund Society, FSB
DECREASED17,77719,938-2,161-11%$1.4M$1.2M-$186.6K2026-10-23
Augustine Asset Management Inc
INCREASED17,69416,180+1,514+9%$1.2M$1.2M+$75.9K2026-10-13
WealthBridge Capital Management, LLC
DECREASED17,62519,881-2,256-11%$1.4M$1.2M-$193.2K2026-10-16
Jacobi Capital Management LLC
INCREASED17,61216,090+1,522+9%$1.1M$1.2M+$76.6K2026-11-05
Bluesphere Advisors LLC
INCREASED17,59413,173+4,421+34%$940.6K$1.2M+$283.7K2026-10-19
Whitener Capital Management, Inc.
INCREASED17,51316,515+998+6%$1.2M$1.2M+$39.4K2026-10-15
Altfest L J & Co Inc
INCREASED17,4858,548+8,937+105%$610.3K$1.2M+$606.3K2026-10-27
Golden Reserve Retirement LLC
INCREASED17,4369,760+7,676+79%$696.9K$1.2M+$516.3K2026-11-02
Grimes & Co Wealth Management, LLC
INCREASED17,42816,831+597+4%$1.2M$1.2M+$10.9K2026-10-29
Fiduciary Alliance LLC
DECREASED17,40218,781-1,379-7%$1.3M$1.2M-$130.2K2026-10-13
River Street Advisors LLC
INCREASED17,21915,723+1,496+10%$1.1M$1.2M+$75.5K2026-10-22
Plancorp, LLC
DECREASED17,06419,407-2,343-12%$1.4M$1.1M-$373.5K2026-11-03
Bullock Wealth Management Group
INCREASED16,97316,621+352+2%$1.2M$1.2M-$81.5K2026-10-09
S.E.E.D. Planning Group LLC
NEW16,828—+16,828——$1.2M—2026-10-07
Aries Wealth Management
INCREASED16,81012,070+4,740+39%$861.8K$1.2M+$307.8K2026-10-23
Investors Asset Management of Georgia Inc
INCREASED16,72516,525+200+1%$1.2M$1.2M-$16.2K2026-10-20
First Command Advisory Services, Inc.
INCREASED16,72211,085+5,637+51%$791.5K$1.2M+$372.0K2026-11-05
American State Bank (Iowa)
INCREASED16,72115,519+1,202+8%$1.1M$1.2M+$55.4K2026-11-03
Childress Capital Advisors, LLC
INCREASED16,67716,167+510+3%$1.2M$1.2M+$6.1K2026-10-28
Avity Investment Management Inc.
DECREASED16,66551,544-34,879-68%$3.7M$1.2M-$2.5M2026-10-09
M&G Plc
DECREASED16,64653,589-36,943-69%$3.8M$1.2M-$2.6M2026-11-04
Patten Group, Inc.
DECREASED16,62919,598-2,969-15%$1.4M$1.2M-$242.3K2026-10-26
Mindset Wealth Management, LLC
DECREASED16,62416,671-470%$1.2M$1.2M-$33.6K2026-10-19
Cape Investment Advisory, Inc.
INCREASED16,57614,986+1,590+11%$1.1M$1.2M+$83.4K2026-10-13
Shepherd Street Advisors LLC
DECREASED16,57317,392-819-5%$1.3M$1.2M-$116.4K2026-10-21
Ninety One UK Ltd
INCREASED16,5252,323+14,202+611%$165.9K$1.1M+$983.9K2026-10-15
Wakefield Asset Management Lllp
UNCHANGED16,40016,40000%$1.2M$1.1M-$29.8K2026-11-05
Carret Asset Management, LLC
INCREASED16,33015,230+1,100+7%$1.1M$1.1M+$48.8K2026-11-04
Oslo Pensjonsforsikring AS
INCREASED16,32815,130+1,198+8%$1.1M$1.1M+$55.8K2026-10-15
Sage Private Wealth Group, LLC
INCREASED16,3133,457+12,856+372%$246.8K$1.1M+$888.2K2026-10-21
Affinity Capital Advisors, LLC
DECREASED16,25717,104-847-5%$1.3M$1.1M-$157.4K2026-10-13
RFG - Bristol Wealth Advisors, LLC
DECREASED16,24618,793-2,547-14%$1.3M$1.1M-$211.4K2026-10-09
TSG Advice Partners, LLC
NEW16,183—+16,183——$1.2M—2026-10-29
Platform Technology Partners
INCREASED16,13616,039+97+1%$1.1M$1.1M-$22.4K2026-11-02
Mechanics Bank Trust Department
INCREASED16,09316,081+12+0%$1.1M$1.1M-$28.4K2026-10-13
Gratus Wealth Advisors, LLC
DECREASED16,08916,112-230%$1.2M$1.1M-$30.9K2026-10-26
Bingham Private Wealth, LLC
DECREASED16,05316,369-316-2%$1.2M$1.1M-$51.8K2026-11-05
Essex Bank
INCREASED16,04115,800+241+2%$1.1M$1.1M-$12.0K2026-10-16
Fire Capital Management LLC
INCREASED16,04014,780+1,260+9%$1.1M$1.1M+$60.8K2026-10-27
Blodgett Wealth Advisors, LLC
DECREASED16,02516,250-225-1%$1.2M$1.1M-$45.2K2026-10-23
Fairscale Capital, LLC
DECREASED16,01916,509-490-3%$1.2M$994.5K-$184.3K2026-11-04
Net Worth Advisory Group
INCREASED15,95110,440+5,511+53%$745.4K$1.1M+$336.8K2026-10-20
Aspiriant, LLC
INCREASED15,94014,972+968+6%$1.1M$1.1M+$40.1K2026-10-16
Deseret Mutual Benefit Administrators
INCREASED15,93615,251+685+4%$1.1M$1.1M+$19.9K2026-11-04
North Star Investment Management Corp.
DECREASED15,66015,689-290%$1.1M$1.1M-$30.6K2026-10-27
Kohmann Bosshard Financial Services, LLC
DECREASED15,63816,466-828-5%$1.2M$1.1M-$87.6K2026-11-04
Retirement Planning Co of New England, Inc.
DECREASED15,58916,217-628-4%$1.2M$1.1M-$73.2K2026-10-15
Clear Creek Financial Management, LLC
DECREASED15,57020,364-4,794-24%$1.5M$1.1M-$370.6K2026-10-28
Quattro Financial Advisors LLC
INCREASED15,53415,528+6+0%$1.1M$1.1M-$27.8K2026-10-15
Versant Capital Management, Inc
INCREASED15,53312,414+3,119+25%$886.4K$1.1M+$194.4K2026-10-02
Waycross Investment Management Co
NEW15,519—+15,519——$1.1M—2026-10-14
Sovran Advisors, LLC
DECREASED15,47320,988-5,515-26%$1.5M$960.1K-$559.2K2026-11-02
Legacy Capital Wealth Partners, LLC
DECREASED15,46015,551-91-1%$1.1M$1.1M-$34.6K2026-10-21
V-Square Quantitative Management LLC
INCREASED15,45814,478+980+7%$1.0M$1.1M+$41.8K2026-10-15
CPC Advisors, LLC
INCREASED15,44015,010+430+3%$1.1M$1.1M+$2.6K2026-10-21
One Wealth Capital Management, LLC
DECREASED15,42542,640-27,215-64%$3.0M$1.1M-$2.0M2026-10-23
Unique Wealth Strategies, LLC
UNCHANGED15,39815,39800%$1.1M$1.1M$02026-10-13
Crew Capital Management, Ltd
INCREASED15,38712,846+2,541+20%$917.2K$1.1M+$153.4K2026-10-28
FSM Wealth Advisors, LLC
INCREASED15,36014,929+431+3%$1.1M$1.1M+$33.3K2026-10-27
Parsons Capital Management Inc
DECREASED15,34017,803-2,463-14%$1.3M$1.1M-$203.8K2026-10-28
Fulcrum Wealth Advisors, LLC
DECREASED15,33722,151-6,814-31%$1.6M$1.1M-$514.4K2026-10-16
Capital Asset Advisory Services LLC
INCREASED15,29711,159+4,138+37%$796.8K$1.0M+$234.6K2026-10-30
Diligent Investors, LLC
DECREASED15,29015,705-415-3%$1.1M$1.1M-$57.5K2026-10-21
ARS Wealth Advisors Group, LLC
DECREASED15,27515,803-528-3%$1.1M$1.1M-$65.5K2026-10-16
Jeppson Wealth Management, LLC
INCREASED15,18212,143+3,039+25%$867.0K$1.1M+$189.4K2026-10-20
Rockline Wealth Management, LLC
DECREASED15,15848,205-33,047-69%$3.4M$1.1M-$2.4M2026-10-26
Purus Wealth Management, LLC
DECREASED15,09215,695-603-4%$1.1M$1.1M-$70.5K2026-10-15
Westside Investment Management, Inc.
INCREASED15,06013,060+2,000+15%$932.5K$1.0M+$100.5K2026-11-02
NWF Advisory Services Inc.
INCREASED15,04214,463+579+4%$1.0M$1.0M+$14.0K2026-10-19
Arjuna Capital
DECREASED15,03315,286-253-2%$1.1M$1.0M-$45.4K2026-11-03
May Hill Capital, LLC
INCREASED15,00613,967+1,039+7%$997.2K$1.0M+$46.9K2026-11-03
Ping Capital Management, Inc.
INCREASED15,00014,000+1,000+7%$999.6K$1.0M+$44.1K2026-10-13
Hourglass Capital, LLC
UNCHANGED15,00015,00000%$1.1M$1.0M-$27.3K2026-10-26
Portus Wealth Advisors, LLC
INCREASED14,96213,651+1,311+10%$974.7K$1.0M+$66.4K2026-10-13
Legacy Advisors, LLC
DECREASED14,92217,103-2,181-13%$1.2M$1.0M-$182.9K2026-10-19
Traveka Wealth, LLC
INCREASED14,92114,001+920+7%$999.7K$1.0M+$38.5K2026-10-19
Texas Bank & Trust Co
INCREASED14,84014,345+495+3%$1.0M$1.0M+$8.3K2026-11-04
New England Research & Management, Inc.
DECREASED14,81949,574-34,755-70%$3.5M$1.0M-$2.5M2026-10-16
Payden & Rygel
UNCHANGED14,80014,80000%$1.1M$1.0K-$1.1M2026-10-28
Strategic Blueprint, LLC
DECREASED14,77676,406-61,630-81%$5.5M$1.0M-$4.4M2026-10-22
Wealth Advisors Northwest LLC
INCREASED14,76814,649+119+1%$1.0M$1.0M-$18.4K2026-10-29
Eagle Wealth Advisors LLC
DECREASED14,74016,058-1,318-8%$1.1M$1.0M-$120.9K2026-10-20
Pacific Sage Partners, LLC
DECREASED14,73414,962-228-2%$1.1M$1.0M-$43.1K2026-10-21
Clark Asset Management, LLC
DECREASED14,67215,993-1,321-8%$1.1M$1.0M-$121.0K2026-10-19
Laurel OAK Wealth Management, LLC
INCREASED14,61814,189+429+3%$1.0M$1.0M+$4.0K2026-10-19
Bigelow Investment Advisors, LLC
INCREASED14,58313,432+1,151+9%$959.0K$1.0M+$55.6K2026-10-13
Liberty Capital Management, Inc.
DECREASED14,55717,004-2,447-14%$1.2M$1.0M-$201.2K2026-11-02
Victory Financial Group, LLC
INCREASED14,52912,273+2,256+18%$876.3K$1.0M+$134.6K2026-10-27
Lanark Financial, Inc.
INCREASED14,52314,224+299+2%$1.0M$1.0M-$5.1K2026-10-26
Generate Investment Management Ltd
DECREASED14,521144,521-130,000-90%$10.3M$1.0M-$9.3M2026-10-14
Cypress Wealth Services, LLC
INCREASED14,51111,720+2,791+24%$836.8K$996.8K+$160.0K2026-10-21
Cullinan Associates Inc
DECREASED14,50017,200-2,700-16%$1.2M$1.0M-$219.2K2026-11-03
Odyssey Capital Advisors, Inc.
DECREASED14,47015,426-956-6%$1.1M$1.0M-$94.6K2026-10-26
Atlantic Edge Private Wealth Management, LLC
DECREASED14,42214,547-125-1%$1.0M$1.0M-$35.2K2026-10-20
Chicago Trust Co NA
INCREASED14,4045,660+8,744+154%$404.1K$1.0M+$598.1K2026-10-28
Kenora Financial, LLC
DECREASED14,33314,792-459-3%$1.1M$997.3K-$58.9K2026-10-20
Reflection Asset Management
INCREASED14,32211,318+3,004+27%$808.1K$996.5K+$188.4K2026-10-28
Leisure Capital Management
DECREASED14,26034,543-20,283-59%$2.5M$992.2K-$1.5M2026-11-03
Summit Wealth Group LLC / Co
INCREASED14,1884,366+9,822+225%$311.7K$987.2K+$675.5K2026-10-29
Adell Harriman & Carpenter Inc
DECREASED14,04915,776-1,727-11%$1.1M$977.5K-$148.9K2026-11-02
Paragon Capital Management Inc
INCREASED14,01613,230+786+6%$944.6K$975.2K+$30.6K2026-10-15
Carnegie Investment Counsel
DECREASED14,00225,619-11,617-45%$1.8M$974.3K-$854.9K2026-10-20
American Capital Advisory, LLC
INCREASED13,98213,981+1+0%$998.2K$972.9K-$25.4K2026-10-28
Proathlete Wealth Management LLC
INCREASED13,91913,028+891+7%$930.2K$968.5K+$38.3K2026-10-15
First National Trust Co
DECREASED13,90714,160-253-2%$1.0M$967.6K-$43.4K2026-10-28
Oxler Private Wealth LLC
DECREASED13,77714,470-693-5%$1.0M$958.6K-$74.6K2026-10-21
3Chopt Investment Partners, LLC
INCREASED13,76412,404+1,360+11%$885.6K$957.7K+$72.1K2026-10-30
Symphony Financial, Ltd. Co.
DECREASED13,72926,433-12,704-48%$1.9M$956.6K-$982.6K2026-10-22
Triad Wealth Partners, LLC
DECREASED13,71114,676-965-7%$1.1M$954.0K-$122.2K2026-10-26
Stableford Capital II LLC
INCREASED13,68012,816+864+7%$915.1K$951.9K+$36.8K2026-10-09
Advisor OS, LLC
DECREASED13,67616,219-2,543-16%$1.2M$951.6K-$206.5K2026-11-03
Worth Financial Advisory Group, LLC
DECREASED13,61414,364-750-5%$1.0M$947.3K-$78.3K2026-10-19
Cromwell Holdings LLC
DECREASED13,58713,989-402-3%$998.8K$945.4K-$53.4K2026-10-28
Regent Peak Wealth Advisors LLC
INCREASED13,58112,620+961+8%$901.1K$945.0K+$43.9K2026-10-13
KCM Investment Advisors LLC
INCREASED13,57210,081+3,491+35%$719.8K$944.3K+$224.6K2026-10-27
Bullseye Investment Management, LLC
INCREASED13,536100+13,436+13436%$7.1K$941.8K+$934.7K2026-10-29
Great Diamond Partners, LLC
DECREASED13,52313,576-530%$969.3K$940.9K-$28.4K2026-10-13
Klingman & Associates, LLC
DECREASED13,48113,652-171-1%$974.8K$938.0K-$36.7K2026-10-20
Winthrop Capital Management, LLC
UNCHANGED13,44713,44700%$960.0K$935.6K-$24.4K2026-11-05
Tower Trust & Investment Co
INCREASED13,42312,988+435+3%$927.3K$933.9K+$6.6K2026-10-28
Harmony Asset Management LLC
DECREASED13,40030,720-17,320-56%$2.2M$932.4K-$1.3M2026-10-20
Altus Wealth Group LLC
INCREASED13,29412,695+599+5%$906.4K$925.0K+$18.6K2026-10-20
Lakeshore Capital Group, Inc.
INCREASED13,23211,898+1,334+11%$849.5K$920.7K+$71.2K2026-10-20
D'Orazio & Associates, Inc.
DECREASED13,21413,845-631-5%$988.6K$919.5K-$69.1K2026-11-04
Tritonpoint Wealth, LLC
DECREASED13,20713,464-257-2%$961.3K$919.0K-$42.4K2026-10-19
SevenBridge Financial Group, LLC
UNCHANGED13,18013,18000%$977.2K$905.3K-$71.8K2026-10-26
Kepler Cheuvreux (Suisse) SA
DECREASED13,15517,093-3,938-23%$1.2M$915.3K-$305.1K2026-10-20
Tred Avon Family Wealth, LLC
INCREASED13,13712,112+1,025+8%$864.8K$914.1K+$49.3K2026-10-20
Mainsail Asset Management, LLC
INCREASED13,10912,947+162+1%$892.7K$900.5K+$7.8K2026-10-14
Brucke Financial, Inc.
INCREASED13,06112,489+572+5%$891.7K$908.8K+$17.1K2026-10-23
First International Bank of Israel Ltd.
INCREASED13,04411,872+1,172+10%$847.7K$907.6K+$59.9K2026-11-04
Adirondack Trust Co
INCREASED13,04312,460+583+5%$889.6K$907.5K+$17.9K2026-10-14
Income Insurance Ltd
UNCHANGED13,01013,01000%$928.9K$905.2K-$23.7K2026-10-21
Independent Solutions Wealth Management, LLC
DECREASED13,00115,590-2,589-17%$1.1M$904.6K-$208.5K2026-10-28
TBH Global Asset Management, LLC
DECREASED12,98223,686-10,704-45%$1.7M$903.3K-$787.9K2026-11-03
Goelzer Investment Management, Inc.
DECREASED12,98016,145-3,165-20%$1.2M$903.1K-$249.6K2026-10-16
Csenge Advisory Group
INCREASED12,93811,780+1,158+10%$841.1K$900.2K+$59.1K2026-11-04
Lineweaver Wealth Advisors, LLC
INCREASED12,93611,763+1,173+10%$839.9K$900.1K+$60.2K2026-10-13
Kozak & Associates, Inc.
DECREASED12,91113,153-242-2%$975.8K$800.4K-$175.5K2026-10-29
Tannin Capital LLC
INCREASED12,90010,458+2,442+23%$746.7K$897.6K+$150.9K2026-11-05
AGH Wealth Advisors, LLC
INCREASED12,81612,054+762+6%$860.7K$891.7K+$31.1K2026-10-26
Ignite Planners, LLC
INCREASED12,7979,776+3,021+31%$698.4K$895.5K+$197.1K2026-10-14
J.Safra Asset Management Corp
INCREASED12,752318+12,434+3910%$22.7K$887.3K+$864.6K2026-11-03
Lantern Wealth Advisors, LLC
INCREASED12,74810,421+2,327+22%$744.1K$887.0K+$143.0K2026-10-22
Michael J. Porro & Co. Financial Advisors, Inc.
INCREASED12,73612,276+460+4%$876.5K$886.2K+$9.7K2026-10-16
Miramontes Capital, LLC
DECREASED12,68212,877-195-2%$919.4K$882.4K-$37.0K2026-10-19
Kestra Investment Management, LLC
DECREASED12,59419,512-6,918-35%$1.4M$876.3K-$516.9K2026-11-04
Radnor Capital Management, LLC
NEW12,580—+12,580——$875.3K—2026-10-23
Providence Wealth Advisors, LLC
UNCHANGED12,54512,54500%$964.7K$841.3K-$123.4K2026-10-29
Bernardo Wealth Planning LLC
INCREASED12,5365,832+6,704+115%$416.4K$872.3K+$455.8K2026-10-23
Rede Wealth, LLC
DECREASED12,53512,899-364-3%$921.0K$872.2K-$48.8K2026-10-22
United Advisor Group, LLC
INCREASED12,49311,372+1,121+10%$812.0K$869.3K+$57.3K2026-11-03
Instrumental Wealth, LLC
DECREASED12,46712,623-156-1%$901.3K$867.4K-$33.8K2026-10-20
Everett Harris & Co
INCREASED12,45211,451+1,001+9%$817.6K$866.4K+$48.8K2026-10-28
Welch Group, LLC
INCREASED12,43910,996+1,443+13%$785.1K$865.5K+$80.4K2026-10-29
TrinityBridge Ltd
DECREASED12,33812,368-300%$883.0K$859-$882.1K2026-10-30
Obsidian CIO, LLC
INCREASED12,32112,307+14+0%$878.7K$857.3K-$21.4K2026-11-05
Baron Wealth Management LLC
INCREASED12,30210,447+1,855+18%$745.9K$856.0K+$110.1K2026-10-27
QTR Family Wealth, LLC
INCREASED12,27111,163+1,108+10%$797.1K$853.8K+$56.7K2026-11-02
SmartHarvest Portfolios, LLC
DECREASED12,25917,016-4,757-28%$1.2M$853.0K-$362.0K2026-10-26
Persium Advisors, LLC
INCREASED12,25310,708+1,545+14%$764.6K$852.6K+$88.0K2026-10-07
Outfitters Financial LLC
INCREASED12,25011,780+470+4%$841.1K$852.4K+$11.3K2026-10-23
Keudell ison Wealth Management
DECREASED12,23712,465-228-2%$890.0K$851.5K-$38.6K2026-10-16
Mcdonald Partners LLC
DECREASED12,23512,415-180-1%$886.4K$851.3K-$35.1K2026-11-03
Greenspring Advisors, LLC
INCREASED12,21311,625+588+5%$830.0K$849.8K+$19.8K2026-11-05
Jm2 Capital Inc.
INCREASED12,18412,134+50+0%$866.4K$847.8K-$18.6K2026-10-14
Riverbend Wealth Management, LLC
DECREASED12,14812,878-730-6%$919.5K$845.3K-$74.2K2026-10-15
Blossom Wealth Management
INCREASED12,13711,920+217+2%$851.1K$844.5K-$6.6K2026-11-03
Certified Advisory Corp
DECREASED12,12212,542-420-3%$895.5K$843.4K-$52.0K2026-10-29
Lake Street Private Wealth, LLC
DECREASED12,10214,023-1,921-14%$1.0M$842.1K-$159.2K2026-10-22
Herold Advisors, Inc.
DECREASED12,08814,772-2,684-18%$1.1M$841.1K-$209.9K2026-10-19
Valley Brook Capital Group, Inc.
INCREASED12,05011,880+170+1%$848.2K$838.4K-$9.8K2026-10-26
IPG Investment Advisors LLC
INCREASED12,00510,245+1,760+17%$731.5K$835.3K+$103.8K2026-10-30
Titleist Asset Management, LLC
INCREASED11,97511,215+760+7%$801.2K$833.2K+$32.0K2026-10-08
MSH Capital Advisors LLC
INCREASED11,9489,525+2,423+25%$680.1K$831.3K+$151.2K2026-11-03
Pacific Capital Partners Ltd
DECREASED11,93614,068-2,132-15%$1.0M$830.5K-$173.9K2026-10-28
Orrstown Financial Services Inc
INCREASED11,93111,915+16+0%$850.7K$830.2K-$20.6K2026-10-14
Moss Adams Wealth Advisors LLC
DECREASED11,83714,307-2,470-17%$1.0M$823.6K-$197.9K2026-10-28
Blue Fin Capital, Inc.
DECREASED11,82011,910-90-1%$850.4K$822.4K-$28.0K2026-10-28
Crown Wealth Group, LLC
DECREASED11,79115,662-3,871-25%$1.1M$820.4K-$297.8K2026-10-19
Mascagni Wealth Management, Inc.
DECREASED11,75613,724-1,968-14%$979.9K$818.0K-$161.9K2026-10-23
Etesian Wealth Advisors, Inc.
INCREASED11,75411,480+274+2%$819.7K$817.8K-$1.8K2026-10-27
ANB Bank
INCREASED11,7439,987+1,756+18%$713.1K$817.1K+$104.0K2026-10-09
MW Advisory, LLC
INCREASED11,73611,393+343+3%$813.5K$816.6K+$3.1K2026-10-19
Cerro Pacific Wealth Advisors LLC
DECREASED11,72412,362-638-5%$882.7K$815.7K-$66.9K2026-10-22
Clarity Wealth Advisors, LLC
INCREASED11,71110,900+811+7%$778.3K$814.9K+$36.6K2026-10-21
Kathmere Capital Management, LLC
INCREASED11,69911,067+632+6%$790.2K$814.0K+$23.8K2026-10-20
Norway Savings Bank
INCREASED11,6719,970+1,701+17%$711.9K$812.1K+$100.2K2026-10-20
Relyea Zuckerberg Hanson LLC
DECREASED11,65511,791-136-1%$841.9K$811.0K-$30.9K2026-10-20
Rare Wolf Capital LLC
INCREASED11,5859,694+1,891+20%$692.2K$806.1K+$113.9K2026-10-20
Worthington Financial Partners, LLC
INCREASED11,56511,497+68+1%$820.9K$804.7K-$16.2K2026-10-13
Blue Trust, Inc.
DECREASED11,54320,084-8,541-43%$1.4M$803.2K-$630.8K2026-10-15
PFG Private Wealth Management, LLC
INCREASED11,53010,460+1,070+10%$746.8K$802.2K+$55.4K2026-10-15
GFG Capital, LLC
DECREASED11,52694,713-83,187-88%$6.8M$802.0K-$6.0M2026-10-16
OAK Ridge Investments LLC
INCREASED11,52211,308+214+2%$807.4K$801.7K-$5.7K2026-10-30
Three Seasons Wealth, LLC
DECREASED11,52011,679-159-1%$833.9K$801.6K-$32.3K2026-11-03
Stone Wealth Partners
INCREASED11,5165,758+5,758+100%$411.1K$805.4K+$394.3K2026-11-05
Linscomb Wealth, Inc.
INCREASED11,46010,596+864+8%$756.6K$797.4K+$40.8K2026-11-05
Lynx Capital Group LTD
DECREASED11,42017,020-5,600-33%$1.2M$794.6K-$420.6K2026-11-04
Synergy Asset Management, LLC
DECREASED11,38267,425-56,043-83%$4.8M$792.0K-$4.0M2026-11-05
Garde Capital, Inc.
DECREASED11,35011,407-570%$814.5K$789.7K-$24.7K2026-10-29
Leeward Financial Partners, LLC
DECREASED11,31812,500-1,182-9%$892.5K$787.5K-$105.0K2026-10-23
Waters Parkerson & Co., LLC
DECREASED11,31811,324-60%$808.5K$787.5K-$21.0K2026-11-04
Delta Financial Advisors LLC
INCREASED11,26011,110+150+1%$793.3K$783.5K-$9.8K2026-10-27
55 North Private Wealth, LLC
INCREASED11,2259,651+1,574+16%$689.1K$781.0K+$92.0K2026-10-20
Private Management Group Inc
INCREASED11,1853,490+7,695+220%$249.2K$778.3K+$529.1K2026-11-04
Consolidated Capital Management, LLC
UNCHANGED11,14011,14000%$795.4K$775.1K-$20.3K2026-10-13
Maia Wealth LLC
INCREASED11,0818,459+2,622+31%$604.0K$771.0K+$167.0K2026-10-19
Manchester Capital Management LLC
DECREASED11,07111,512-441-4%$822.0K$770.3K-$51.6K2026-10-22
Capital Advisors Wealth Management, LLC
INCREASED11,06910,483+586+6%$748.5K$770.2K+$21.7K2026-10-09
Vicus Capital
INCREASED11,03711,032+5+0%$787.7K$768.0K-$19.7K2026-11-05
Canopy Partners, LLC
INCREASED10,95010,676+274+3%$762.3K$761.9K-$3652026-10-28
Vanguard Capital Wealth Advisors
DECREASED10,94914,150-3,201-23%$1.0M$761.8K-$248.5K2026-10-16
Monument Capital Management
INCREASED10,91210,761+151+1%$768.3K$759.3K-$9.1K2026-10-09
Alhambra Investment Management LLC
INCREASED10,90910,683+226+2%$762.8K$759.0K-$3.7K2026-10-15
Correct Capital Wealth Management
DECREASED10,87311,334-461-4%$809.3K$756.6K-$52.7K2026-11-02
Evansbrook LLC
INCREASED10,86710,800+67+1%$771.1K$756.1K-$15.0K2026-10-16
DWR Wealth Management, LLC
DECREASED10,86512,169-1,304-11%$897.9K$763.8K-$134.0K2026-10-13
Sanders Morris Harris LLC
NEW10,800—+10,800——$749.1K—2026-10-14
Kapitalo Investimentos Ltda
DECREASED10,800480,000-469,200-98%$34.3M$751.5K-$33.5M2026-10-20
Connecticut Wealth Management, LLC
INCREASED10,79110,433+358+3%$744.9K$750.8K+$5.9K2026-10-13
PFS Partners, LLC
INCREASED10,790790+10,000+1266%$56.4K$750.8K+$694.4K2026-10-21
Flagship Wealth Advisors, LLC
DECREASED10,79011,033-243-2%$787.8K$750.8K-$37.0K2026-11-03
Hedeker Wealth, LLC
INCREASED10,77310,331+442+4%$737.6K$749.6K+$12.0K2026-10-23
HF Advisory Group, LLC
NEW10,760—+10,760——$748.6K—2026-10-09
Tiller Private Wealth, Inc.
INCREASED10,75510,680+75+1%$762.6K$748.3K-$14.2K2026-10-26
Elyxium Wealth, LLC
INCREASED10,75310,290+463+5%$734.7K$748.2K+$13.5K2026-10-27
Lincoln Capital Corp
DECREASED10,73911,040-301-3%$788.3K$747.2K-$41.0K2026-10-13
Woodward Diversified Capital, LLC
INCREASED10,73710,375+362+3%$740.8K$747.1K+$6.3K2026-10-21
Roman Butler Fullerton & Co
INCREASED10,73210,543+189+2%$778.4K$749.6K-$28.8K2026-10-27
Core Wealth Partners LLC
DECREASED10,72115,852-5,131-32%$1.1M$746.0K-$385.9K2026-11-02
Neumann Capital Management, LLC
NEW10,720—+10,720——$745.9K—2026-10-15
Onyx Bridge Wealth Group LLC
DECREASED10,69511,629-934-8%$830.3K$744.2K-$86.1K2026-10-16
Norris Perne & French LLP
INCREASED10,68210,143+539+5%$724.2K$743.3K+$19.0K2026-10-23
4Wealth Advisors, Inc.
INCREASED10,6674,565+6,102+134%$336.8K$749.9K+$413.1K2026-10-13
Tranquility Partners, LLC
DECREASED10,63912,976-2,337-18%$926.5K$740.3K-$186.2K2026-10-20
Valley Wealth Managers, Inc.
INCREASED10,6179,069+1,548+17%$647.5K$738.7K+$91.2K2026-10-09
Wealth Architects, LLC
INCREASED10,61610,542+74+1%$752.7K$738.7K-$14.0K2026-11-03
Ferguson Wellman Capital Management, Inc
INCREASED10,56610,352+214+2%$739.1K$735.2K-$4.0K2026-10-05
Armstrong, Fleming & Moore, Inc
UNCHANGED10,53010,53000%$751.8K$732.7K-$19.2K2026-10-28
Marks Group Wealth Management, Inc
NEW10,519—+10,519——$731.9K—2026-11-05
Revisor Wealth Management LLC
INCREASED10,5095,623+4,886+87%$401.5K$737.2K+$335.8K2026-10-20
Mine & Arao Wealth Creation & Management, Llc.
UNCHANGED10,49610,49600%$749.4K$730.3K-$19.1K2026-10-29
Allegheny Financial Group
DECREASED10,47011,191-721-6%$799.0K$728.5K-$70.5K2026-11-05
Endowment Wealth Management, Inc.
UNCHANGED10,46310,46300%$747.1K$728.0K-$19.0K2026-11-03
Integrity Advisory Solutions, LLC
INCREASED10,4237,069+3,354+47%$504.7K$725.2K+$220.5K2026-10-29
Tortuga Wealth Management, Inc
INCREASED10,4059,836+569+6%$702.3K$724.0K+$21.7K2026-10-27
Hohimer Wealth Management, LLC
INCREASED10,3709,853+517+5%$703.5K$721.5K+$18.0K2026-11-04
Elevation Wealth Management LLC
INCREASED10,3478,972+1,375+15%$640.6K$719.9K+$79.3K2026-11-02
Raab & Moskowitz Asset Management LLC
DECREASED10,29510,465-170-2%$747.2K$716.3K-$30.9K2026-11-02
Rossby Financial, LCC
INCREASED10,2825,413+4,869+90%$386.5K$715.4K+$328.9K2026-11-05
Means Investment Co., Inc.
DECREASED10,26311,226-963-9%$801.6K$714.1K-$87.4K2026-11-03
Kingsbury Capital Investment Advisors LLC
INCREASED10,25710,013+244+2%$714.9K$713.7K-$1.2K2026-10-20
Bangor Savings Bank
DECREASED10,23711,009-772-7%$786.0K$712.3K-$73.8K2026-10-06
Hazlett, Burt & Watson, Inc.
DECREASED10,22413,027-2,803-22%$609.3K$709-$608.6K2026-11-04
Hoxton Planning & Management, LLC
INCREASED10,21710,200+17+0%$728.3K$710.9K-$17.4K2026-10-15
Register Financial Advisors LLC
DECREASED10,16716,026-5,859-37%$1.1M$707.4K-$436.8K2026-10-23
G2 Capital Management, LLC / OH
DECREASED10,16210,513-351-3%$750.6K$707.1K-$43.6K2026-10-23
XXI Wealth, LLC
DECREASED10,14211,883-1,741-15%$848.4K$705.7K-$142.8K2026-10-22
Revolve Wealth Partners, LLC
DECREASED10,11611,143-1,027-9%$795.6K$703.9K-$91.7K2026-10-23
Element Pointe Advisors, LLC
INCREASED10,08110,070+11+0%$719.0K$701.4K-$17.6K2026-10-21
Thrive Wealth Management, LLC
INCREASED10,0736,278+3,795+60%$448.3K$700.9K+$252.6K2026-10-13
Finivi Inc.
INCREASED10,0559,955+100+1%$710.8K$699.6K-$11.2K2026-10-13
Nadler Financial Group, Inc.
DECREASED10,03013,803-3,773-27%$985.5K$697.9K-$287.6K2026-10-23
Mcdaniel Terry & Co
DECREASED10,00010,009-90%$714.6K$695.8K-$18.8K2026-11-05
Winebrenner Capital Management LLC
UNCHANGED10,00010,00000%$714.0K$695.8K-$18.2K2026-10-07
Interchange Capital Partners, LLC
DECREASED9,98612,634-2,648-21%$912.5K$694.8K-$217.7K2026-10-28
Impact Capital Partners LLC
INCREASED9,9667,436+2,530+34%$530.9K$693.4K+$162.5K2026-10-22
Crusonia Wealth Advisors LLC
DECREASED9,96211,749-1,787-15%$838.9K$693.2K-$145.7K2026-10-26
Saxony Capital Management, LLC
DECREASED9,95211,372-1,420-12%$812.0K$692.5K-$119.5K2026-10-15
Financial Partners Group, Inc
DECREASED9,95110,124-173-2%$722.9K$692.4K-$30.5K2026-10-19
Renasant Bank
NEW9,917—+9,917——$690.0K—2026-11-05
Integral Investment Advisors, Inc.
INCREASED9,9119,661+250+3%$689.8K$689.6K-$1882026-11-03
Sightline Wealth Advisors, LLC
INCREASED9,9087,094+2,814+40%$506.5K$689.4K+$182.9K2026-10-21
Arista Wealth Management, LLC
INCREASED9,8939,786+107+1%$698.7K$688.4K-$10.4K2026-10-29
GK Wealth Management LLC
INCREASED9,8649,511+353+4%$679.1K$686.3K+$7.3K2026-10-09
VUB Generali dochodkova spravcovska spolocnost, a.s.
UNCHANGED9,7909,79000%$699.0K$681.2K-$17.8K2026-10-26
Rossmore Private Capital
DECREASED9,78110,513-732-7%$750.6K$680.5K-$70.1K2026-10-27
Cypress Financial Planning LLC
INCREASED9,7819,713+68+1%$693.5K$680.6K-$12.9K2026-10-09
Signature Equity Partners, LLC
INCREASED9,7809,525+255+3%$680.1K$680.5K+$4072026-10-29
Farmers & Merchants Trust Co of Long Beach
DECREASED9,7739,938-165-2%$709.6K$680.0K-$29.6K2026-10-22
Woodmont Investment Counsel LLC
INCREASED9,7134,848+4,865+100%$346.1K$675.8K+$329.7K2026-10-29
McKinley Carter Wealth Services, Inc.
DECREASED9,67092,076-82,406-89%$6.6M$672.8K-$5.9M2026-10-16
Fiduciary Financial Group, LLC
DECREASED9,61612,325-2,709-22%$880.0K$669.1K-$210.9K2026-10-13
Trek Financial, LLC
INCREASED9,5829,498+84+1%$678.2K$666.7K-$11.4K2026-10-29
Annex Advisory Services, LLC
INCREASED9,5768,888+688+8%$634.6K$666.3K+$31.7K2026-10-16
Guardian Asset Advisors, LLC
DECREASED9,57610,252-676-7%$732.0K$666.3K-$65.7K2026-10-16
Atticus Wealth Management, LLC
INCREASED9,5618,841+720+8%$631.2K$665.3K+$34.0K2026-10-20
Pension & Wealth Management Advisors, Inc.
INCREASED9,53610+9,526+95260%$714$663.6K+$662.8K2026-10-16
Nearside Advisors, LLC
NEW9,526—+9,526——$662.8K—2026-10-20
Letson Investment Management, Inc.
UNCHANGED9,5009,50000%$678.3K$661.0K-$17.3K2026-11-05
Copeland Capital Management, LLC
NEW9,470—+9,470——$658.9K—2026-10-13
Beacon Financial Group
DECREASED9,4559,550-95-1%$681.9K$657.9K-$24.0K2026-10-19
JSF Financial, LLC
INCREASED9,4367,433+2,003+27%$530.7K$656.6K+$125.8K2026-10-22
Harbour Trust & Investment Management Co
DECREASED9,3779,510-133-1%$679.0K$652.5K-$26.6K2026-10-28
Gemmer Asset Management LLC
DECREASED9,37615,917-6,541-41%$1.1M$652.4K-$484.1K2026-10-16
StoneRidge PMG Advisors, LLC
NEW9,363—+9,363——$651—2026-11-04
Opinicus Capital, Inc.
INCREASED9,3638,786+577+7%$627.3K$651.5K+$24.2K2026-10-28
BNB Wealth Management, LLC
DECREASED9,35012,350-3,000-24%$881.8K$650.6K-$231.2K2026-10-28
Aafmaa Wealth Management & Trust LLC
DECREASED9,2729,329-57-1%$666.1K$645.1K-$20.9K2026-10-14
S.A. Mason LLC
INCREASED9,2707,770+1,500+19%$554.8K$645.0K+$90.2K2026-10-13
Essex LLC
UNCHANGED9,2149,21400%$657.9K$641.1K-$16.8K2026-10-14
Cravens & Co Advisors, LLC
INCREASED9,2058,116+1,089+13%$579.5K$640.5K+$61.0K2026-10-16
Able Wealth Management LLC
INCREASED9,2048,796+408+5%$621.9K$621.3K-$6242026-10-13
Retirement Planning Group, LLC
DECREASED9,20211,456-2,254-20%$817.9K$640.2K-$177.7K2026-10-19
Canandaigua National Trust Co of Florida
NEW9,200—+9,200——$640.1K—2026-10-07
Bryn Mawr Trust Advisors, LLC
DECREASED9,19710,530-1,333-13%$751.9K$639.9K-$111.9K2026-11-04
Walkner Condon Financial Advisors LLC
INCREASED9,1616,491+2,670+41%$463.5K$637.4K+$174.0K2026-11-02
Provident Investment Management, Inc.
DECREASED9,145316,497-307,352-97%$22.6M$636.3K-$22.0M2026-10-23
Buck Wealth Strategies, LLC
DECREASED9,1209,799-679-7%$699.6K$634.6K-$65.1K2026-10-28
Physicians Financial Services, Inc.
DECREASED9,1209,420-300-3%$673.0K$635-$672.4K2026-11-04
Alliance Wealth Advisors, LLC
DECREASED9,09913,343-4,244-32%$952.7K$633.1K-$319.6K2026-10-28
Arvest Investments, Inc.
INCREASED9,0855,948+3,137+53%$424.7K$632.1K+$207.4K2026-10-21
Murphy & Mullick Capital Management Corp
INCREASED9,0388,938+100+1%$634.6K$628.9K-$5.7K2026-11-02
Signature Estate & Investment Advisors LLC
INCREASED8,9877,346+1,641+22%$528.2K$625.3K+$97.1K2026-10-13
Intrua Financial, LLC
DECREASED8,98610,081-1,095-11%$719.8K$625.2K-$94.5K2026-10-28
Narus Financial Partners, LLC
INCREASED8,9847,988+996+12%$570.3K$625.1K+$54.8K2026-10-19
W.G. Shaheen & Associates DBA Whitney & Co
INCREASED8,9458,052+893+11%$574.9K$622.4K+$47.5K2026-11-03
Accredited Investors Inc.
INCREASED8,8708,859+11+0%$632.5K$617.2K-$15.4K2026-11-03
Main Street Group, LTD
DECREASED8,8648,944-80-1%$638.6K$616.8K-$21.8K2026-10-28
Elmwood Wealth Management, Inc.
DECREASED8,8479,507-660-7%$678.8K$615.5K-$63.2K2026-10-14
Madden Securities Corp
DECREASED8,8409,815-975-10%$700.8K$615.1K-$85.7K2026-10-27
Marin Bay Wealth Advisors, LLC
DECREASED8,80211,068-2,266-20%$790.3K$612.4K-$177.8K2026-10-28
Walser Wealth Management Company, A Ltd Liability Co
INCREASED8,8026,869+1,933+28%$490.4K$612.4K+$122.0K2026-10-15
State of Wyoming
DECREASED8,79210,508-1,716-16%$750.3K$611.7K-$138.5K2026-10-28
LJI Wealth Management, LLC
DECREASED8,7579,947-1,190-12%$710.2K$609.3K-$100.9K2026-10-28
Davis Investment Partners, LLC
INCREASED8,7293,051+5,678+186%$217.8K$607.4K+$389.5K2026-11-05
Taylor Financial Group, Inc.
DECREASED8,72511,225-2,500-22%$801.5K$607.1K-$194.4K2026-11-02
Evermay Wealth Management LLC
DECREASED8,6989,498-800-8%$678.2K$605.2K-$73.0K2026-11-05
DMC Group, LLC
DECREASED8,69612,306-3,610-29%$878.6K$605.1K-$273.6K2026-10-26
Harbour Capital Advisors, LLC
DECREASED8,6809,035-355-4%$662.9K$604.0K-$58.9K2026-10-13
Evanson Financial, LLC
INCREASED8,6748,114+560+7%$579.3K$603.5K+$24.2K2026-10-23
PUREfi Wealth, LLC
INCREASED8,6335,892+2,741+47%$420.7K$600.7K+$180.0K2026-10-19
Aire Advisors, LLC
INCREASED8,6328,040+592+7%$574.1K$600.6K+$26.6K2026-10-22
Grey Fox Wealth Advisors, LLC
INCREASED8,6244,627+3,997+86%$330.4K$600.0K+$269.7K2026-11-03
Wealth Quarterback LLC
INCREASED8,6147,887+727+9%$563.1K$599.4K+$36.2K2026-10-20
Intelligence Driven Advisers, LLC
INCREASED8,6098,219+390+5%$586.8K$599.0K+$12.2K2026-10-09
MeadowBrook Investment Advisors LLC
INCREASED8,5856,520+2,065+32%$465.5K$575.6K+$110.1K2026-10-29
JGP Wealth Management, LLC
INCREASED8,5268,046+480+6%$574.5K$593.2K+$18.8K2026-10-13
Collaborative Fund Advisors, LLC
INCREASED8,5135,934+2,579+43%$423.7K$592.3K+$168.6K2026-11-02
Jacobsen Capital Management
INCREASED8,4467,383+1,063+14%$527.1K$587.7K+$60.5K2026-10-27
Montecito Bank & Trust
DECREASED8,4459,125-680-7%$651.5K$587.6K-$63.9K2026-10-01
Leo Wealth, LLC
NEW8,413—+8,413——$585.4K—2026-10-26
Milestone Asset Management, LLC
DECREASED8,3989,878-1,480-15%$705.3K$584.3K-$121.0K2026-10-15
Shum Financial Group, Inc.
DECREASED8,3928,426-340%$601.6K$583.9K-$17.7K2026-10-13
Fusion Capital, LLC
DECREASED8,3868,676-290-3%$619.5K$583.5K-$36.0K2026-10-28
Syverson Strege & Co
DECREASED8,3629,101-739-8%$649.8K$581.8K-$68.0K2026-11-02
Pine Haven Investment Counsel, Inc
UNCHANGED8,3608,36000%$596.9K$581.7K-$15.2K2026-11-02
SYM Financial Corp
INCREASED8,3407,002+1,338+19%$499.9K$580.3K+$80.3K2026-10-26
Summit Financial Wealth Advisors, LLC
INCREASED8,3347,396+938+13%$528.1K$579.9K+$51.8K2026-10-15
Solstein Capital, LLC
INCREASED8,3307,330+1,000+14%$523.4K$579.6K+$56.2K2026-11-02
Ascentis Wealth Management, LLC
INCREASED8,3097,084+1,225+17%$505.8K$578.1K+$72.3K2026-11-03
Planned Solutions, Inc.
UNCHANGED8,3098,30900%$593.3K$578.1K-$15.1K2026-10-19
Brandywine OAK Private Wealth LLC
DECREASED8,2889,138-850-9%$652.5K$576.7K-$75.8K2026-10-23
Nicholas Hoffman & Company, Llc.
INCREASED8,2797,913+366+5%$565.0K$576.1K+$11.1K2026-10-30
Clark Financial Services Group Inc
DECREASED8,1998,536-337-4%$609.5K$570.5K-$39.0K2026-10-19
Canvas Wealth Advisors, LLC
INCREASED8,1766,635+1,541+23%$473.7K$507.3K+$33.6K2026-11-02
Stonekeep Investments, LLC
DECREASED8,1278,380-253-3%$598$565.5K+$564.9K2026-10-15
Embree Financial Group
DECREASED8,11710,072-1,955-19%$719.1K$564.8K-$154.4K2026-10-22
Bahl & Gaynor LLC
DECREASED8,0858,205-120-1%$585.8K$562.6K-$23.3K2026-11-05
Acorn Creek Capital LLC
DECREASED8,0808,231-151-2%$587.7K$562.2K-$25.5K2026-11-05
Tactive Advisors, LLC
INCREASED8,0677,707+360+5%$550.3K$561.3K+$11.0K2026-10-08
Ackerman Capital Advisors, LLC
INCREASED8,0607,870+190+2%$561.9K$560.8K-$1.1K2026-10-30
Owl Creek Wealth Partners LLC
INCREASED8,0537,444+609+8%$531.5K$560.3K+$28.8K2026-10-20
First Heartland Consultants, Inc.
INCREASED8,0377,985+52+1%$570.1K$559.2K-$10.9K2026-10-08
Douglas Lane & Associates, LLC
DECREASED8,0128,187-175-2%$584.6K$557.5K-$27.1K2026-10-09
Howard Wealth Management, LLC
DECREASED7,9698,206-237-3%$585.9K$554.5K-$31.4K2026-10-28
Cypress Point Wealth Management, LLC
INCREASED7,9626,982+980+14%$498.5K$554.0K+$55.5K2026-11-03
Biltmore Family Office, LLC
INCREASED7,9407,859+81+1%$561.1K$552.5K-$8.7K2026-11-03
Ridgewood Investments LLC
DECREASED7,9369,033-1,097-12%$645.0K$552.2K-$92.8K2026-10-05
Campbell Newman Asset Management Inc
DECREASED7,9277,950-230%$567.6K$551.6K-$16.1K2026-10-22
Tsfg, LLC
DECREASED7,92213,522-5,600-41%$965.0K$551-$964.4K2026-10-23
Beacon Financial Advisory LLC
INCREASED7,9167,138+778+11%$509.7K$550.8K+$41.1K2026-10-16
Abel Hall, LLC
DECREASED7,88810,383-2,495-24%$741.3K$548.8K-$192.5K2026-10-19
Seelaus Asset Management LLC
INCREASED7,8827,589+293+4%$541.9K$548.4K+$6.6K2026-10-14
MRA Advisory Group
INCREASED7,8632,992+4,871+163%$213.6K$547.1K+$333.5K2026-10-07
Pittenger & Anderson Inc
DECREASED7,86010,175-2,315-23%$726.5K$546.9K-$179.6K2026-11-02
Golden State Wealth Management, LLC
DECREASED7,85011,410-3,560-31%$814.7K$546.2K-$268.5K2026-11-02
Triumph Capital Management
INCREASED7,8364,833+3,003+62%$345.1K$545.2K+$200.2K2026-10-14
Oak Asset Management, LLC
UNCHANGED7,8307,83000%$559.1K$544.8K-$14.3K2026-10-13
Redwood Financial Network Corp
DECREASED7,8267,886-60-1%$563.1K$544.5K-$18.5K2026-11-03
Rydar Equities, Inc.
DECREASED7,8158,165-350-4%$552.3K$544.7K-$7.6K2026-10-13
BOS Asset Management, LLC
INCREASED7,8015,148+2,653+52%$367.6K$542.8K+$175.2K2026-10-09
Madrona Financial Services, LLC
NEW7,763—+7,763——$540.2K—2026-10-23
Pines Wealth Management, LLC
INCREASED7,7307,391+339+5%$527.7K$537.9K+$10.1K2026-10-21
J. Derek Lewis & Associates Inc.
INCREASED7,7257,050+675+10%$503.4K$540.7K+$37.3K2026-11-03
AdvisorNet Financial, Inc
DECREASED7,6919,288-1,597-17%$663.2K$542.8K-$120.4K2026-10-15
Meadow Creek Wealth Advisors LLC
DECREASED7,6917,737-46-1%$552.4K$535.1K-$17.3K2026-11-02
Prescott Group Capital Management, L.L.C.
UNCHANGED7,6677,66700%$547.4K$533.5K-$14.0K2026-10-30
Doliver Advisors, LP
DECREASED7,6507,680-300%$548.4K$532.3K-$16.1K2026-10-01
Smallwood Wealth Investment Management, LLC
INCREASED7,6417,440+201+3%$531.2K$531.7K+$4442026-10-30
Navigation Group, LLC
INCREASED7,6286,176+1,452+24%$441.0K$530.8K+$89.8K2026-10-28
Tanager Wealth Management LLP
INCREASED7,6267,117+509+7%$508.2K$530.6K+$22.5K2026-10-19
Abacus Planning Group, Inc.
INCREASED7,6245,367+2,257+42%$383.2K$530.5K+$147.3K2026-11-02
Sterling Investment Advisors, Ltd.
INCREASED7,6207,590+30+0%$541.9K$530.2K-$11.7K2026-10-27
Mechanics Financial Corp
INCREASED7,6167,388+228+3%$527.5K$529.9K+$2.4K2026-11-05
Focused Wealth Management, Inc
INCREASED7,5827,351+231+3%$524.9K$527.6K+$2.7K2026-10-30
Secure Asset Management, LLC
DECREASED7,5818,700-1,119-13%$621.2K$527.5K-$93.7K2026-10-19
Neville Rodie & Shaw Inc
DECREASED7,58014,180-6,600-47%$1.0K$527-$4862026-10-05
PKS Advisory Services, LLC
UNCHANGED7,5797,57900%$541.1K$541.1K$02026-10-26
Wealth Effects LLC
INCREASED7,5646,734+830+12%$480.8K$526.3K+$45.5K2026-10-23
AMG Asset Management Group, Inc.
DECREASED7,55813,193-5,635-43%$942.0K$525.9K-$416.1K2026-10-21
Kuhn & Co Investment Counsel
INCREASED7,5466,702+844+13%$478.5K$525.1K+$46.5K2026-10-29
Martin Capital Advisors, LLP
UNCHANGED7,5307,53000%$537.6K$523.9K-$13.7K2026-10-15
Global Assets Advisory, LLC
DECREASED7,52919,444-11,915-61%$1.4M$503.5K-$937.8K2026-10-28
Equitable Trust Co
INCREASED7,5176,179+1,338+22%$441.2K$523.0K+$81.9K2026-10-13
Gradient Capital Advisors, LLC
DECREASED7,4937,576-83-1%$540.9K$521.4K-$19.6K2026-10-21
Aurora Private Wealth, Inc.
INCREASED7,4627,287+175+2%$520.0K$519-$519.5K2026-10-20
BCS Wealth Management
INCREASED7,4427,388+54+1%$527.5K$517.8K-$9.7K2026-11-03
New Capital Management LP
UNCHANGED7,4407,44000%$531.2K$517.7K-$13.5K2026-10-29
Naples Global Advisors, LLC
INCREASED7,4357,419+16+0%$529.7K$517.3K-$12.4K2026-11-05
Ariston Services Group
UNCHANGED7,4347,43400%$530.8K$517.3K-$13.5K2026-10-16
Busey Bank
DECREASED7,4017,512-111-1%$536.4K$515.0K-$21.4K2026-10-26
Omega Financial Group, LLC
INCREASED7,3827,376+6+0%$526.6K$513.6K-$13.0K2026-10-29
True Private Wealth Advisors
DECREASED7,3797,866-487-6%$561.7K$513.4K-$48.2K2026-10-19
Stephenson & Company, Inc.
NEW7,374—+7,374——$513.1K—2026-10-30
Flynn Zito Capital Management, LLC
DECREASED7,3737,423-50-1%$530.0K$513.0K-$17.0K2026-11-04
TCI Wealth Advisors, Inc.
DECREASED7,3728,323-951-11%$594.3K$512.9K-$81.3K2026-10-30
Waldron Private Wealth LLC
INCREASED7,3717,189+182+3%$513.3K$512.9K-$4412026-11-02
Wealth Dimensions Group, Ltd.
INCREASED7,3707,178+192+3%$512.5K$512.8K+$2962026-11-02
Koesten, Hirschmann & Crabtree, Inc.
INCREASED7,3627,332+30+0%$523.5K$512.2K-$11.3K2026-10-13
Sunbeam Capital Management, LLC
DECREASED7,3508,244-894-11%$588.6K$511.4K-$77.2K2026-11-05
Arch Global Advisors, LLC
INCREASED7,3487,233+115+2%$516.4K$511.3K-$5.2K2026-10-23
LexAurum Advisors, LLC
INCREASED7,3265,375+1,951+36%$383.8K$509.7K+$126.0K2026-10-19
Hudock, Inc.
INCREASED7,2845,618+1,666+30%$401.2K$506.9K+$105.7K2026-10-14
Merrion Investment Management Co, LLC
DECREASED7,27510,375-3,100-30%$740.8K$506.2K-$234.6K2026-10-16
Northern Lights Advisors, Inc.
INCREASED7,2707,178+92+1%$512.5K$505.8K-$6.7K2026-10-21
Virtue Capital Management, LLC
DECREASED7,25710,896-3,639-33%$778.0K$504.9K-$273.0K2026-10-29
Financial Insights, Inc.
INCREASED7,2365,670+1,566+28%$404.8K$503.5K+$98.6K2026-10-27
MBL Wealth, LLC
DECREASED7,2358,265-1,030-12%$590.1K$503.4K-$86.7K2026-10-22
Schneider Downs Wealth Management Advisors, LP
INCREASED7,2206,200+1,020+16%$442.7K$502.4K+$59.7K2026-10-27
Centennial Wealth Advisory LLC
DECREASED7,1987,737-539-7%$552.4K$500.8K-$51.6K2026-10-16
Clifford Swan Investment Counsel LLC
DECREASED7,1917,288-97-1%$520.4K$500.4K-$20.0K2026-11-05
Foster Group, Inc.
DECREASED7,1717,560-389-5%$539.8K$499.0K-$40.8K2026-10-13
Breakwater Capital Group
DECREASED7,1567,690-534-7%$549.1K$497.9K-$51.2K2026-10-09
626 Financial, LLC
INCREASED7,1487,043+105+1%$502.9K$497.4K-$5.5K2026-11-04
Paladin Wealth, LLC
INCREASED7,1466,220+926+15%$444.1K$497.2K+$53.1K2026-10-23
Samalin Investment Counsel, LLC
INCREASED7,1406,780+360+5%$484.1K$496.8K+$12.7K2026-10-23
Kelleher Financial Advisors
DECREASED7,13319,879-12,746-64%$1.4M$496.3K-$923.0K2026-10-30
PFG Advisors
DECREASED7,1257,585-460-6%$541.6K$495.8K-$45.8K2026-10-16
Total Clarity Wealth Management, Inc.
DECREASED7,1208,447-1,327-16%$603.1K$495.4K-$107.7K2026-10-26
University of Texas S AM Investment Management Co
INCREASED7,1142,961+4,153+140%$211.4K$495.0K+$283.6K2026-11-03
15 Wealth Advisors LLC
NEW7,100—+7,100——$494.0K—2026-10-14
Joseph P. Lucia & Associates, LLC
UNCHANGED7,0967,09600%$506.7K$493.7K-$12.9K2026-10-30
Enterprise Financial Services Corp
DECREASED7,0837,340-257-3%$524.1K$492.8K-$31.2K2026-11-03
Sulzberger Capital Advisors, Inc.
INCREASED7,0816,766+315+5%$483.1K$492.7K+$9.6K2026-10-20
Missouri Trust & Investment Co
DECREASED7,0557,200-145-2%$516.3K$490.9K-$25.4K2026-11-04
Redhawk Wealth Advisors, Inc.
INCREASED7,0176,642+375+6%$474.2K$488.2K+$14.0K2026-10-14
Birch Financial Group, LLC
DECREASED7,0008,465-1,465-17%$604.4K$487.1K-$117.3K2026-10-27
Emergent Wealth Advisors, LLC
INCREASED6,9943,162+3,832+121%$271.7K$486.7K+$214.9K2026-10-09
Boltwood Capital Management
INCREASED6,9296,647+282+4%$474.6K$482.1K+$7.5K2026-10-02
Outlook Wealth Advisors, LLC
DECREASED6,9157,565-650-9%$540.1K$481.1K-$59.0K2026-10-28
Montis Financial, LLC
INCREASED6,8316,620+211+3%$472.7K$475.3K+$2.6K2026-11-04
Optima Capital LLC
NEW6,821—+6,821——$474.6K—2026-10-29
Founders Capital Management, LLC
NEW6,794—+6,794——$472.7K—2026-10-23
ProCore Advisors, LLC
INCREASED6,7934,830+1,963+41%$344.9K$472.7K+$127.8K2026-10-14
Acropolis Investment Management, LLC
INCREASED6,7914,589+2,202+48%$327.7K$472.5K+$144.9K2026-10-08
Tufton Capital Management
DECREASED6,7906,990-200-3%$499.0K$472-$498.5K2026-10-20
Heritage Family Offices, LLP
INCREASED6,7845,943+841+14%$424.3K$472.0K+$47.7K2026-11-02
Five Oceans Advisors
DECREASED6,7327,056-324-5%$503.8K$468.4K-$35.4K2026-10-22
Darrow Company, Inc.
DECREASED6,7006,715-150%$479.5K$466.2K-$13.3K2026-10-22
Stiles Financial Services Inc
DECREASED6,6986,945-247-4%$495.9K$466.0K-$29.8K2026-10-30
Triangle Securities Wealth Management
INCREASED6,6704,645+2,025+44%$331.7K$464.1K+$132.4K2026-10-14
Green Ridge Wealth Planning LLC
DECREASED6,6697,395-726-10%$528.0K$464.0K-$64.0K2026-10-08
Equita Financial Network, Inc.
DECREASED6,6607,006-346-5%$500.2K$463.4K-$36.8K2026-10-19
Cannon Capital Management, Inc.
INCREASED6,6494,133+2,516+61%$295.1K$462.7K+$167.6K2026-11-03
Bison Wealth, LLC
DECREASED6,64410,412-3,768-36%$791.5K$469.2K-$322.4K2026-10-13
Integrity Investment Advisors, LLC
INCREASED6,6076,286+321+5%$448.8K$459.7K+$10.9K2026-11-03
New Covenant Trust Company, N.A.
INCREASED6,5976,001+596+10%$428.5K$459.0K+$30.5K2026-10-08
Old Port Advisors
INCREASED6,5716,492+79+1%$463.5K$457.2K-$6.3K2026-10-23
Winthrop Advisory Group LLC
INCREASED6,5675,731+836+15%$409.2K$456.9K+$47.7K2026-10-22
Cathy Pareto & Associates, Inc
INCREASED6,5396,429+110+2%$459.0K$455.0K-$4.0K2026-10-15
Strengthening Families & Communities, LLC
UNCHANGED6,5336,53300%$466.5K$454.6K-$11.9K2026-10-21
Opal Wealth Advisors, LLC
DECREASED6,4876,728-241-4%$480.4K$451.4K-$29.0K2026-10-16
Convergence Financial, LLC
DECREASED6,46811,692-5,224-45%$834.8K$450.0K-$384.8K2026-10-27
Horizon Wealth Management, LLC
INCREASED6,4556,055+400+7%$432.3K$449.1K+$16.8K2026-11-02
Castle Rock Wealth Management, LLC
INCREASED6,4466,339+107+2%$470.3K$442.8K-$27.5K2026-10-09
Emerald Advisors, LLC
DECREASED6,4418,441-2,000-24%$602.7K$448.2K-$154.5K2026-10-13
Ejmk Ventures LLC
INCREASED6,4336,276+157+3%$448.1K$447.6K-$4982026-10-21
Prevail Innovative Wealth Advisors, LLC
NEW6,431—+6,431——$448.2K—2026-10-20
Petros Family Wealth, LLC
INCREASED6,4275,546+881+16%$396.0K$447.2K+$51.2K2026-10-28
Stonebridge Financial Group, LLC
DECREASED6,4046,764-360-5%$483.0K$445.6K-$37.4K2026-10-01
Chiron Capital Management, LLC
INCREASED6,3603,610+2,750+76%$257.8K$442.5K+$184.8K2026-10-15
Symmetry Partners, LLC
INCREASED6,3345,661+673+12%$404.2K$440.7K+$36.5K2026-10-27
Hengehold Capital Management LLC
INCREASED6,3205,577+743+13%$398.2K$439.8K+$41.5K2026-10-16
Weil Company, Inc.
DECREASED6,3126,451-139-2%$460.6K$439.2K-$21.4K2026-10-14
Grandfield & Dodd, LLC
INCREASED6,2934,993+1,300+26%$356.5K$437.9K+$81.4K2026-10-29
Summit Securities Group LLC
INCREASED6,289250+6,039+2416%$17.9K$437.6K+$419.7K2026-11-05
October Effect Ltd
DECREASED6,2888,350-2,062-25%$596.2K$437.5K-$158.7K2026-10-20
Motive Wealth Advisors
INCREASED6,2765,459+817+15%$389.8K$436.7K+$46.9K2026-10-26
City Center Advisors, LLC
DECREASED6,2729,445-3,173-34%$674.4K$436.4K-$238.0K2026-10-08
Redwood Family Wealth LLC
INCREASED6,2476,081+166+3%$434.2K$434.7K+$4832026-10-20
Roxbury Financial LLC
INCREASED6,2076,047+160+3%$431.8K$431.9K+$1272026-10-01
Clear Wave Wealth Management LLC
DECREASED6,1867,699-1,513-20%$549.7K$430.4K-$119.3K2026-11-04
Vann Equity Management LLC
DECREASED6,12312,222-6,099-50%$872.7K$426.0K-$446.7K2026-10-08
McGlone Suttner Wealth Management, Inc.
INCREASED6,1234,878+1,245+26%$348.3K$426.0K+$77.7K2026-10-13
CFS Investment Advisory Services, LLC
DECREASED6,1196,215-96-2%$482.6K$420.3K-$62.3K2026-10-19
Olistico Wealth, LLC
INCREASED6,1176,062+55+1%$432.8K$425.6K-$7.2K2026-10-05
Summit Financial Strategies, Inc.
INCREASED6,0935,807+286+5%$414.6K$424.0K+$9.3K2026-10-14
Precedent Wealth Partners, LLC
INCREASED6,0883,210+2,878+90%$229.2K$423.6K+$194.4K2026-10-21
Western Pacific Wealth Management, LP
INCREASED6,0603,500+2,560+73%$249.9K$421.7K+$171.8K2026-10-16
Griffin Asset Management, Inc.
UNCHANGED6,0606,06000%$432.7K$421.7K-$11.0K2026-10-22
Insight Wealth Strategies, LLC
INCREASED6,0265,860+166+3%$434.8K$419.3K-$15.5K2026-10-09
Fell Capital Management
DECREASED6,0256,350-325-5%$453.4K$419.2K-$34.2K2026-10-09
Solitude Financial Services
DECREASED6,0206,080-60-1%$434.1K$418.9K-$15.2K2026-10-26
Lodestar Private Asset Management LLC
UNCHANGED6,0206,02000%$429.8K$418.9K-$11.0K2026-10-26
Signature Wealth Management Partners, LLC
INCREASED6,0135,670+343+6%$404.8K$418.4K+$13.5K2026-10-21
Waller Financial Planning Group, Inc
INCREASED6,0015,740+261+5%$409.8K$417.6K+$7.7K2026-10-07
Whitegate Investment Counselors, Inc.
UNCHANGED6,0006,00000%$428.4K$417.5K-$10.9K2026-11-02
Abner Herrman & Brock LLC
DECREASED5,991239,607-233,616-97%$17.1K$417-$16.7K2026-10-20
NBH Bank
DECREASED5,9855,991-60%$427.8K$416.4K-$11.3K2026-11-05
Prentice Wealth Management LLC
DECREASED5,9836,189-206-3%$441.9K$416.3K-$25.6K2026-10-20
Elm3 Financial Group, LLC
NEW5,972—+5,972——$415.5K—2026-10-07
Shepherd Financial Partners LLC
INCREASED5,9685,944+24+0%$424.4K$415.3K-$9.1K2026-11-03
Key Client Fiduciary Advisors, LLC
DECREASED5,9477,940-1,993-25%$566.9K$413.8K-$153.1K2026-10-19
Heck Capital Advisors, LLC
INCREASED5,9435,328+615+12%$380.4K$413.5K+$33.1K2026-10-14
Park Capital Management, LLC / WI
DECREASED5,9306,073-143-2%$433.6K$412.6K-$21.0K2026-10-13
Bear Mountain Capital, Inc.
UNCHANGED5,9245,92400%$435.6K$417.8K-$17.8K2026-11-04
Lecap Asset Management LTD
NEW5,918—+5,918——$411.8K—2026-10-27
Duncker Streett & Co Inc
DECREASED5,9119,247-3,336-36%$660.2K$411.3K-$248.9K2026-10-27
MPS Loria Financial Planners, LLC
INCREASED5,9105,360+550+10%$382.7K$411.2K+$28.5K2026-10-14
Argos Wealth Advisors, LLC
DECREASED5,8885,939-51-1%$424.0K$409.7K-$14.4K2026-11-02
Keystone Wealth Services, LLC
DECREASED5,8746,489-615-9%$463.3K$413.0K-$50.4K2026-11-03
RAM Investment Partners, LLC
INCREASED5,8725,824+48+1%$415.8K$408.6K-$7.3K2026-10-21
Howard Financial Services, Ltd.
INCREASED5,8604,767+1,093+23%$340.4K$407.7K+$67.4K2026-10-15
Center for Financial Planning, Inc.
INCREASED5,8444,850+994+20%$346.3K$406.6K+$60.3K2026-10-26
Oakworth Capital, Inc.
DECREASED5,8256,001-176-3%$435.7K$405.3K-$30.4K2026-10-26
StoryOne LLC
NEW5,822—+5,822——$405.1K—2026-10-13
Sunpointe, LLC
DECREASED5,8206,511-691-11%$464.9K$405.0K-$59.9K2026-10-22
IFG Advisors, LLC
DECREASED5,7815,831-50-1%$416.3K$402.2K-$14.1K2026-10-15
Bill Few Associates, Inc.
INCREASED5,7554,740+1,015+21%$338.4K$400.4K+$62.0K2026-10-09
Nova Financial LLC
NEW5,735—+5,735——$399.0K—2026-11-04
Balefire, LLC
DECREASED5,7218,079-2,358-29%$576.8K$398.1K-$178.8K2026-10-09
Benchmark Financial Wealth Advisors, LLC
DECREASED5,7206,860-1,140-17%$489.8K$398.0K-$91.8K2026-10-20
Obermeyer Wealth Partners
DECREASED5,7206,082-362-6%$434.3K$398.0K-$36.3K2026-10-21
Schaper Benz & Wise Investment Counsel Inc
UNCHANGED5,7105,71000%$407.7K$397.3K-$10.4K2026-10-09
Roof Eidam Maycock Peralta, LLC
UNCHANGED5,7005,70000%$407.0K$396.6K-$10.4K2026-10-15
Benin Management Corp
INCREASED5,6905,040+650+13%$359.9K$395.9K+$36.1K2026-10-22
Allen Investment Management, LLC
INCREASED5,6825,013+669+13%$357.9K$395.4K+$37.4K2026-11-03
Financial Planning Hawaii, Inc.
INCREASED5,6825,620+62+1%$401.3K$395.4K-$5.9K2026-10-13
Worth Asset Management, LLC
INCREASED5,6625,089+573+11%$363.4K$394.0K+$30.6K2026-10-07
SLT Holdings LLC
NEW5,660—+5,660——$393.8K—2026-10-15
RED Lighthouse Investment Management, LLC
DECREASED5,6545,662-80%$404.3K$393.4K-$10.9K2026-11-02
Live Oak Investment Partners
DECREASED5,6435,753-110-2%$410.8K$392.6K-$18.1K2026-10-23
SFI Advisors, LLC
UNCHANGED5,6405,64000%$402.7K$392.4K-$10.3K2026-10-30
Wincap Financial LLC
DECREASED5,6305,700-70-1%$407.0K$391.7K-$15.2K2026-10-20
Cherrydale Wealth Management, LLC
INCREASED5,6275,600+27+0%$399.8K$391.5K-$8.3K2026-10-20
Quad-Cities Investment Group, LLC
DECREASED5,6096,892-1,283-19%$492.1K$390.3K-$101.8K2026-10-16
Oregon Pacific Wealth Management, LLC
INCREASED5,5663,672+1,894+52%$262.2K$387.3K+$125.1K2026-10-20
Salomon & Ludwin, LLC
INCREASED5,5535,229+324+6%$387.9K$386.4K-$1.6K2026-10-29
Carlson Financial, Inc.
DECREASED5,5355,540-50%$395.6K$385.1K-$10.4K2026-11-05
EdgeRock Capital LLC
INCREASED5,5164,456+1,060+24%$318.2K$383.8K+$65.6K2026-11-03
BridgePort Financial Solutions, LLC
INCREASED5,5135,139+374+7%$366.9K$383.6K+$16.6K2026-11-02
Beacon Capital Management, LLC
DECREASED5,5085,519-110%$394.1K$383.2K-$10.8K2026-10-23
Courier Capital LLC
INCREASED5,4855,359+126+2%$382.6K$381.6K-$9872026-10-19
Foster Dykema Cabot & Partners, LLC
UNCHANGED5,4805,48000%$391.3K$381.3K-$10.0K2026-10-30
Warren Street Wealth Advisors, LLC
DECREASED5,4595,688-229-4%$406.1K$379.8K-$26.3K2026-11-04
Whelan Financial
INCREASED5,4573,988+1,469+37%$284.7K$379.7K+$95.0K2026-10-28
Latitude Advisors, LLC
DECREASED5,4466,418-972-15%$458.2K$378.9K-$79.3K2026-10-27
Washington Trust Advisors, Inc.
DECREASED5,4456,719-1,274-19%$479.7K$378.9K-$100.9K2026-10-22
West Wealth Group, LLC
DECREASED5,4315,487-56-1%$391.8K$377.9K-$13.9K2026-10-14
Investmark Advisory Group LLC
DECREASED5,4105,430-200%$387.7K$376.4K-$11.3K2026-10-27
Independent Wealth Network Inc.
DECREASED5,4056,002-597-10%$428.6K$376.1K-$52.5K2026-10-19
Allen Capital Group, LLC
INCREASED5,4004,464+936+21%$318.7K$375.7K+$57.0K2026-10-27
Arkfeld Wealth Strategies, L.L.C.
NEW5,394—+5,394——$376.0K—2026-10-19
Archer Investment Corp
INCREASED5,3944,290+1,104+26%$306.3K$375.3K+$69.0K2026-11-05
Seven Mile Advisory
DECREASED5,3855,667-282-5%$404.6K$374.7K-$29.9K2026-10-22
Quartz Partners, LLC
NEW5,384—+5,384——$374.6K—2026-11-03
LeConte Wealth Management, LLC
INCREASED5,3755,178+197+4%$369.7K$374.0K+$4.3K2026-10-20
Retirement Solution LLC
DECREASED5,3695,372-30%$383.6K$373.6K-$10.0K2026-10-27
Lauer Wealth, LLC
NEW5,336—+5,336——$381.9K—2026-10-13
Meriwether Wealth & Planning, LLC
NEW5,328—+5,328——$370.7K—2026-10-13
Phillips Financial Management, LLC
INCREASED5,3215,236+85+2%$373.9K$370.2K-$3.6K2026-10-19
JFS Wealth Advisors, LLC
DECREASED5,3155,389-74-1%$384.8K$369.8K-$15.0K2026-11-03
Raleigh Capital Management Inc.
INCREASED5,305816+4,489+550%$58.3K$369.1K+$310.9K2026-10-28
Cypress Asset Management Inc
DECREASED5,29510,945-5,650-52%$781.5K$368.4K-$413.0K2026-10-09
David J Yvars Group
DECREASED5,2905,865-575-10%$418.8K$368.1K-$50.7K2026-10-09
Selective Wealth Management, Inc.
INCREASED5,2904,797+493+10%$330.8K$384.1K+$53.3K2026-10-16
Richards, Merrill & Peterson, Inc.
INCREASED5,2635,255+8+0%$375.2K$366.2K-$9.0K2026-10-19
First Bank & Trust
DECREASED5,26110,690-5,429-51%$763.3K$366.1K-$397.2K2026-10-19
Armstrong Advisory Group, Inc
DECREASED5,2596,068-809-13%$433.3K$365.9K-$67.3K2026-10-09
Argus Investors' Counsel, Inc.
DECREASED5,2575,298-41-1%$378.3K$365.8K-$12.5K2026-10-09
Capstone Capital Management Ltd
DECREASED5,25610,948-5,692-52%$781.7K$365.7K-$416.0K2026-10-21
Lord & Richards Wealth Management, LLC
INCREASED5,2554,743+512+11%$338.7K$365.6K+$27.0K2026-10-14
Watershed Private Wealth LLC
DECREASED5,2507,910-2,660-34%$564.8K$365.3K-$199.5K2026-10-30
1900 Wealth Management LLC
NEW5,232—+5,232——$364.0K—2026-10-13
Atala Financial Inc
INCREASED5,2295,029+200+4%$359.1K$363.8K+$4.8K2026-10-22
Garner Asset Management Corp
DECREASED5,2276,714-1,487-22%$465.1K$334.0K-$131.1K2026-10-30
Harold Davidson & Associates Inc.
DECREASED5,1795,469-290-5%$390.5K$360.4K-$30.1K2026-10-29
Investors Research Corp
UNCHANGED5,1745,17400%$369.4K$360.0K-$9.4K2026-10-07
Targeted Financial Services LLC
UNCHANGED5,1355,13500%$366.6K$357.3K-$9.3K2026-10-19
Ullmann Wealth Partners Group, LLC
INCREASED5,1264,899+227+5%$349.8K$356.7K+$6.9K2026-11-02
TritonPoint Partners, LLC
DECREASED5,11816,123-11,005-68%$1.2M$356.1K-$795.1K2026-11-05
LifeWealth Investments, LLC
NEW5,105—+5,105——$355.2K—2026-10-21
LifeSteps Financial, Inc.
DECREASED5,0925,208-116-2%$371.9K$354.3K-$17.5K2026-10-15
Almanack Investment Partners, Llc.
INCREASED5,0754,256+819+19%$303.9K$353.1K+$49.2K2026-11-03
Tctc Holdings, LLC
INCREASED5,0424,745+297+6%$338.8K$350.8K+$12.0K2026-11-02
Lynx Investment Advisory
DECREASED5,0166,732-1,716-25%$480.7K$349.0K-$131.7K2026-10-27
Emprise Bank
UNCHANGED5,0105,01000%$357.7K$348.6K-$9.1K2026-10-07
Hardworking Capital Advisors, LLC
UNCHANGED5,0005,00000%$357.0K$347.9K-$9.1K2026-10-20
WPG Advisers, LLC
INCREASED4,9934,870+123+3%$347.7K$347.4K-$3052026-10-27
Ameliora Wealth Management Ltd.
DECREASED4,9905,740-750-13%$409.8K$347.2K-$62.6K2026-10-23
Finer Wealth Management, Inc.
DECREASED4,9564,986-30-1%$356.0K$344.8K-$11.2K2026-10-16
Cutler Investment Counsel LLC
INCREASED4,9504,770+180+4%$340.6K$344.4K+$3.8K2026-10-28
Financial Management Network Inc
DECREASED4,9327,413-2,481-33%$511.1K$330.7K-$180.4K2026-10-09
Veratis Advisors, Inc.
DECREASED4,9305,430-500-9%$387.7K$343.0K-$44.7K2026-11-03
Barlow Wealth Partners, LLC
DECREASED4,9305,070-140-3%$383.2K$338.6K-$44.6K2026-10-15
Spectrum Planning & Advisory Services Inc.
NEW4,915—+4,915——$342.0K—2026-11-05
World Equity Group, Inc.
DECREASED4,9117,478-2,567-34%$533.9K$341.7K-$192.2K2026-10-14
Atwater Malick LLC
DECREASED4,9064,959-53-1%$354.1K$341.4K-$12.7K2026-10-15
Wealth Group, Ltd.
DECREASED4,9029,420-4,518-48%$673.0K$341-$672.7K2026-10-30
Avantra Family Wealth, Inc.
DECREASED4,9006,719-1,819-27%$479.7K$340.9K-$138.8K2026-10-20
Caliber Wealth Management, LLC / KS
DECREASED4,8825,237-355-7%$373.9K$339.7K-$34.2K2026-11-04
PCG Asset Management, LLC
NEW4,878—+4,878——$339.4K—2026-11-05
Unified Investment Management
UNCHANGED4,8754,87500%$348.1K$339.2K-$8.9K2026-10-14
Rosenberg Matthew Hamilton
DECREASED4,8574,927-70-1%$351.8K$338.0K-$13.8K2026-10-05
Entrewealth, LLC
INCREASED4,8334,299+534+12%$316.8K$336.3K+$19.5K2026-10-14
Elevated Financial Group LLC
DECREASED4,8127,808-2,996-38%$557.5K$334.8K-$222.7K2026-10-16
GenWealth Group, Inc.
DECREASED4,7885,242-454-9%$374.3K$333.1K-$41.1K2026-10-16
Box Hill Private Wealth LLC
DECREASED4,7785,076-298-6%$362.4K$332.5K-$30.0K2026-10-05
J.M. Arbour, LLC
INCREASED4,7283,443+1,285+37%$245.8K$329.0K+$83.1K2026-11-05
WealthCare Investment Partners, LLC
UNCHANGED4,7204,72000%$337.0K$328.4K-$8.6K2026-11-05
First County Bank
NEW4,716—+4,716——$328.1K—2026-10-13
Grey Ledge Advisors, LLC
INCREASED4,7094,626+83+2%$330.3K$327.7K-$2.6K2026-11-02
Acorn Financial Advisory Services Inc
NEW4,703—+4,703——$327.3K—2026-11-02
FAI Advisors, Inc.
INCREASED4,7034,566+137+3%$326.0K$327.2K+$1.2K2026-10-27
Stevens Capital Partners
NEW4,701—+4,701——$327.1K—2026-10-29
IVC Wealth Advisors LLC
DECREASED4,69413,398-8,704-65%$956.6K$326.6K-$630.0K2026-10-23
Garrett Wealth Advisory Group, LLC
INCREASED4,6724,357+315+7%$311.1K$325.1K+$14.0K2026-10-22
Financial Management Professionals, Inc.
INCREASED4,6634,458+205+5%$318.3K$324.5K+$6.2K2026-10-23
Sutton Place Investors LLC
DECREASED4,6624,834-172-4%$345.1K$324.4K-$20.8K2026-10-20
Hutchens & Kramer Investment Management Group, LLC
DECREASED4,6507,620-2,970-39%$544.1K$323.5K-$220.5K2026-10-16
Lighthouse Wealth Management Inc.
UNCHANGED4,6484,64800%$331.9K$323.4K-$8.5K2026-10-13
Broadway Wealth Solutions, Inc.
INCREASED4,6404,140+500+12%$295.6K$322.9K+$27.3K2026-10-21
Sigma Investment Counselors Inc
INCREASED4,6393,915+724+18%$279.5K$322.8K+$43.3K2026-10-27
Leonard Rickey Investment Advisors P.L.L.C.
NEW4,612—+4,612——$320.9K—2026-10-29
Schear Investment Advisers, LLC
NEW4,605—+4,605——$320.4K—2026-10-14
Tempo Wealth, LLC
DECREASED4,6054,686-81-2%$334.6K$320.4K-$14.2K2026-10-14
Matauro, LLC
NEW4,604—+4,604——$320.3K—2026-11-03
Helium Advisors LLC
INCREASED4,6033,760+843+22%$268.5K$320.3K+$51.8K2026-10-23
MN Wealth Advisors, LLC
DECREASED4,6014,923-322-7%$351.5K$320.1K-$31.4K2026-10-23
Abound Wealth Management
DECREASED4,6004,776-176-4%$341.0K$320.0K-$20.9K2026-10-26
Paradigm Asset Management Co LLC
UNCHANGED4,6004,60000%$328.4K$320.1K-$8.4K2026-11-05
Key FInancial Inc
INCREASED4,5934,410+183+4%$314.9K$319.6K+$4.7K2026-11-02
Livet Wealth, LLC
INCREASED4,5863,995+591+15%$285.2K$319.1K+$33.9K2026-10-27
Warwick Investment Management, Inc.
DECREASED4,5844,663-79-2%$332.9K$319.0K-$14.0K2026-10-19
Mystic Asset Management, Inc.
INCREASED4,5803,435+1,145+33%$245.3K$318.7K+$73.4K2026-10-15
LCM Capital Management Inc
INCREASED4,5644,404+160+4%$314.4K$317.6K+$3.1K2026-10-20
ERn Financial, LLC
DECREASED4,5544,728-174-4%$337.6K$316.9K-$20.7K2026-10-28
Cassia Capital Partners, LLC
DECREASED4,54615,470-10,924-71%$1.1M$316.3K-$788.3K2026-11-04
Colonial River Investments, LLC
DECREASED4,52317,462-12,939-74%$1.2M$314.7K-$932.1K2026-10-19
4J Wealth Management LLC
INCREASED4,5234,080+443+11%$291.3K$314.7K+$23.4K2026-11-02
Foguth Wealth Management, Llc.
DECREASED4,5044,767-263-6%$322.2K$317.7K-$4.6K2026-10-19
Van Cleef Asset Management,Inc
DECREASED4,5005,200-700-13%$371.3K$313.1K-$58.2K2026-10-20
Community Bank & Trust, Waco, Texas
UNCHANGED4,5004,50000%$321.0K$313-$320.7K2026-10-19
Wormser Freres Gestion
NEW4,496—+4,496——$312.8K—2026-10-21
PW Nova Financial Services LLC
DECREASED4,48516,572-12,087-73%$1.2M$312.1K-$871.2K2026-10-15
Beverly Hills Private Wealth, LLC
DECREASED4,4807,048-2,568-36%$503.2K$311.7K-$191.5K2026-11-04
Kooman & Associates
INCREASED4,4744,432+42+1%$316.4K$311.3K-$5.1K2026-10-21
Commons Capital, LLC
DECREASED4,4644,889-425-9%$349.0K$310.6K-$38.4K2026-11-05
TigerOak Management, L.L.C.
INCREASED4,4573,697+760+21%$264.0K$310.1K+$46.2K2026-10-23
Affiance Financial, LLC
INCREASED4,4514,214+237+6%$300.9K$309.7K+$8.8K2026-10-15
Montz Harcus Wealth Management LLC
DECREASED4,4454,534-89-2%$323.7K$309.3K-$14.4K2026-10-09
Nolet Wealth Management, LLC
NEW4,444—+4,444——$309.2K—2026-10-15
Dupree Financial Group, LLC
INCREASED4,4183,140+1,278+41%$224.2K$307.4K+$83.2K2026-10-09
Highline Wealth Partners LLC
INCREASED4,4074,260+147+3%$304.2K$306.6K+$2.5K2026-10-19
Chapin Davis, Inc.
NEW4,404—+4,404——$306.4K—2026-10-09
waypoint wealth counsel
INCREASED4,3914,388+3+0%$313.3K$305.5K-$7.8K2026-10-22
Pacific Capital Wealth Advisors, Inc.
NEW4,387—+4,387——$305.2K—2026-10-22
Silver Grove Financial Group, Inc.
INCREASED4,3833,956+427+11%$282.5K$305.0K+$22.5K2026-11-05
Veracity Capital LLC
DECREASED4,3824,477-95-2%$319.7K$304.9K-$14.8K2026-10-08
Values Added Financial LLC
INCREASED4,3653,938+427+11%$281.2K$303.7K+$22.5K2026-10-28
BAM Wealth Management, LLC
DECREASED4,3584,525-167-4%$323.1K$303.2K-$19.9K2026-10-15
LifeGoal Investments, LLC
INCREASED4,3513,631+720+20%$259.3K$302.7K+$43.5K2026-10-09
Centerpoint Advisory Group
DECREASED4,3506,350-2,000-31%$453.4K$302.7K-$150.7K2026-10-23
JB Capital LLC
DECREASED4,3264,593-267-6%$327.9K$301.0K-$26.9K2026-10-19
Unique Wealth, LLC
INCREASED4,3223,897+425+11%$278.2K$300.7K+$22.5K2026-10-16
Marathon Capital Management
INCREASED4,3154,101+214+5%$292.8K$300.2K+$7.4K2026-10-23
WealthPLAN Partners, LLC
DECREASED4,3145,136-822-16%$366.7K$300.2K-$66.5K2026-10-15
Reynders McVeigh Capital Management, LLC
DECREASED4,3095,059-750-15%$361.0K$299.8K-$61.2K2026-10-30
Hartmann Taylor Wealth Management, LLC
DECREASED4,3004,945-645-13%$475.5K$299.2K-$176.3K2026-10-14
Narwhal Capital Management
DECREASED4,26966,575-62,306-94%$4.8M$297.0K-$4.5M2026-11-04
United Capital Management of KS, Inc.
UNCHANGED4,2454,24500%$303.1K$295.4K-$7.7K2026-11-04
Exchange Bank
DECREASED4,2404,250-100%$303.5K$295.0K-$8.4K2026-10-07
Financial Council, LLC
UNCHANGED4,2304,23000%$302.0K$294.3K-$7.7K2026-11-02
Midwest Professional Planners, Ltd.
INCREASED4,2253,746+479+13%$267.5K$294.0K+$26.5K2026-10-29
MCF Advisors LLC
INCREASED4,2202,675+1,545+58%$191.0K$293.6K+$102.6K2026-10-28
Optivise Advisory Services LLC
INCREASED4,2193,263+956+29%$233.0K$293.5K+$60.6K2026-10-19
Piedmont Capital Management, LLC
INCREASED4,2173,861+356+9%$275.7K$293.4K+$17.7K2026-10-21
Capital Advisors, Ltd. LLC
DECREASED4,2074,271-64-1%$305$293-$122026-10-27
Fortitude Advisory Group L.L.C.
DECREASED4,2024,263-61-1%$304.4K$292.4K-$12.0K2026-10-15
Foresight Capital Management Advisors, Inc.
INCREASED4,1973,855+342+9%$275.2K$292.0K+$16.8K2026-10-27
Investment Research Partners LLC
INCREASED4,1963,851+345+9%$275.0K$292.0K+$17.0K2026-10-19
Clearwave Capital, LLC
INCREASED4,1913,183+1,008+32%$227.3K$291.6K+$64.3K2026-10-27
RVW Wealth, LLC
INCREASED4,1883,944+244+6%$281.6K$291.4K+$9.8K2026-10-06
Clear Point Advisors Inc.
INCREASED4,1853,935+250+6%$281.0K$291.2K+$10.2K2026-10-30
Clay Northam Wealth Management, LLC
INCREASED4,1794,108+71+2%$293.3K$290.8K-$2.5K2026-10-13
Boyce & Associates Wealth Consulting, Inc.
INCREASED4,1704,020+150+4%$287.0K$290.1K+$3.1K2026-10-14
Gallacher Capital Management LLC
DECREASED4,1294,917-788-16%$351.1K$287.3K-$63.8K2026-10-30
Parkshore Wealth Management, Inc.
UNCHANGED4,1204,12000%$294.2K$286.7K-$7.5K2026-10-13
Investment Partners, Ltd.
NEW4,116—+4,116——$286.4K—2026-10-29
Zega Investments, LLC
DECREASED4,11411,346-7,232-64%$810.1K$286.3K-$523.8K2026-11-04
Credit Capital Investments LLC
UNCHANGED4,1004,10000%$292.7K$285.3K-$7.5K2026-10-22
Gilman Hill Asset Management, LLC
INCREASED4,0963,846+250+7%$274.6K$285.0K+$10.4K2026-10-13
Lewis Asset Management, LLC
DECREASED4,0918,087-3,996-49%$577.4K$284.6K-$292.8K2026-10-14
Kaizen Financial Strategies
DECREASED4,0814,601-520-11%$341.3K$284.0K-$57.4K2026-10-09
Founders Grove Wealth Partners, LLC
DECREASED4,0764,798-722-15%$342.6K$283.6K-$59.0K2026-10-16
Toth Financial Advisory Corp
DECREASED4,0635,147-1,084-21%$367.5K$282.7K-$84.8K2026-10-08
Markowski Investments
INCREASED4,0523,763+289+8%$268.7K$281.9K+$13.3K2026-10-30
Byrne Asset Management LLC
DECREASED4,0484,068-200%$290.5K$274.7K-$15.8K2026-10-06
Braun-Bostich & Associates Inc.
INCREASED4,0433,919+124+3%$279.8K$281.3K+$1.5K2026-10-20
Eagle Strategies LLC
INCREASED4,0404,021+19+0%$287.1K$281.1K-$6.0K2026-10-16
Asset Advisory Group, Inc.
UNCHANGED4,0404,04000%$288.5K$281.1K-$7.4K2026-10-20
Aletheian Wealth Advisors LLC
INCREASED4,0343,848+186+5%$274.7K$280.7K+$5.9K2026-10-08
Stronghold Wealth Management L.L.C.
INCREASED4,0333,296+737+22%$235.3K$280.6K+$45.3K2026-10-16
Tlwm
INCREASED4,0193,750+269+7%$267.8K$279.6K+$11.9K2026-10-09
Convergence Investment Partners, LLC
DECREASED4,01022,206-18,196-82%$1.6M$279.0K-$1.3M2026-10-28
Appalachian Capital Management Ltd
DECREASED4,0074,787-780-16%$341.8K$278.8K-$63.0K2026-10-14
Miller Financial Services LLC
INCREASED4,0003,765+235+6%$268.8K$278.3K+$9.5K2026-10-20
BigSur Wealth Management LLC
UNCHANGED4,0004,00000%$285.6K$278.3K-$7.3K2026-10-13
Mountain Pacific Investment Advisers LLC
UNCHANGED4,0004,00000%$285.6K$278.3K-$7.3K2026-10-29
Northland Securities, Inc.
UNCHANGED4,0004,00000%$285.6K$278.3K-$7.3K2026-11-02
Lakeshore Financial Planning, Inc.
DECREASED3,9877,967-3,980-50%$568.8K$277.4K-$291.4K2026-10-13
Hummer Financial Advisory Services Inc
UNCHANGED3,9703,97000%$283.5K$276.2K-$7.2K2026-10-09
Cornell Pochily Investment Advisors, Inc.
INCREASED3,9693,913+56+1%$279.4K$276.2K-$3.2K2026-10-19
Weaver Consulting Group
DECREASED3,9644,208-244-6%$300.4K$275.8K-$24.6K2026-10-07
BlueChip Wealth Advisors LLC
NEW3,958—+3,958——$275.4K—2026-11-03
Waystone Advisors LLC
UNCHANGED3,9543,95400%$282.3K$282.3K$02026-10-16
Princeton Global Asset Management LLC
UNCHANGED3,9453,94500%$281.7K$274.5K-$7.2K2026-10-21
Private Client Services, LLC
DECREASED3,9414,819-878-18%$344.1K$274.2K-$69.9K2026-10-02
Destiny Wealth Partners, LLC
NEW3,939—+3,939——$245.6K—2026-11-05
Wealth Alliance Advisory Group, LLC
DECREASED3,9324,242-310-7%$302.9K$273.6K-$29.3K2026-10-14
William Mack & Associates, Inc.
UNCHANGED3,9203,92000%$279.9K$272.8K-$7.1K2026-10-27
Scissortail Wealth Management, LLC
NEW3,903—+3,903——$271.6K—2026-11-03
OMC Financial Services LTD
DECREASED3,9004,250-350-8%$303.5K$271.4K-$32.1K2026-10-19
Richardson Financial Services Inc.
DECREASED3,8913,894-30%$278.0K$270.7K-$7.3K2026-10-30
DT Investment Partners, LLC
UNCHANGED3,8903,89000%$277.7K$270.7K-$7.1K2026-10-27
HMV Wealth Advisors, LLC
UNCHANGED3,8803,88000%$277.0K$270.0K-$7.1K2026-10-27
Patrick M Sweeney & Associates, Inc
INCREASED3,8793,634+245+7%$259.5K$269.9K+$10.4K2026-10-22
Lantz Financial LLC
INCREASED3,8642,900+964+33%$207.1K$268.9K+$61.8K2026-10-15
R2 Capital Strategies, LLC
INCREASED3,8563,250+606+19%$232.1K$268.3K+$36.3K2026-10-15
Mosley Wealth Management
INCREASED3,8323,306+526+16%$236.0K$278.2K+$42.2K2026-10-16
JBR Co Financial Management Inc
DECREASED3,8153,965-150-4%$283.1K$283.0K-$662026-10-13
Riversedge Advisors, LLC
INCREASED3,8093,359+450+13%$239.8K$265.0K+$25.2K2026-10-09
Global Trust Wealth Management LLC
UNCHANGED3,8003,80000%$271.3K$264.4K-$6.9K2026-10-14
Global Strategic Investment Solutions, LLC
INCREASED3,7983,262+536+16%$232.9K$264.3K+$31.4K2026-10-16
Richard P Slaughter Associates Inc
INCREASED3,7953,367+428+13%$240.4K$264.1K+$23.7K2026-10-13
Equity Wealth Partners, LLC
UNCHANGED3,7903,79000%$270.6K$263.7K-$6.9K2026-10-26
KPP Advisory Services LLC
DECREASED3,7893,806-170%$271.8K$263.6K-$8.1K2026-10-26
Opulen Financial Group LLC
INCREASED3,7873,352+435+13%$239.3K$263.5K+$24.2K2026-10-22
KW Wealth Management LLC
NEW3,779—+3,779——$263.0K—2026-10-28
Legacy Financial Strategies, LLC
DECREASED3,7773,871-94-2%$276.4K$262.8K-$13.6K2026-10-15
Physician Wealth Advisors, Inc.
INCREASED3,7753,049+726+24%$217.7K$262.7K+$45.0K2026-10-20
True North Advisors, LLC
DECREASED3,7735,657-1,884-33%$403.9K$262.6K-$141.4K2026-10-22
RDA Financial Network
NEW3,769—+3,769——$262.2K—2026-10-15
Palatine Hill Wealth Management, LLC
UNCHANGED3,7563,75600%$268.2K$261.3K-$6.8K2026-11-03
Canton Hathaway, LLC
DECREASED3,7507,470-3,720-50%$533.4K$260.9K-$272.4K2026-10-23
Towercrest Capital Management
INCREASED3,7403,490+250+7%$249.2K$260.2K+$11.0K2026-10-23
Luts & Greenleigh Group, Inc.
DECREASED3,7363,834-98-3%$273.7K$260.0K-$13.8K2026-11-05
Level Financial Advisors
INCREASED3,7293,720+9+0%$265.6K$259.5K-$6.1K2026-10-13
Cannon Financial Strategists, Inc.
DECREASED3,7284,148-420-10%$296.2K$259.4K-$36.8K2026-10-19
CWS Financial Advisors, LLC
INCREASED3,7143,700+14+0%$264.2K$258.4K-$5.8K2026-10-16
Roberts Wealth Advisors, LLC
DECREASED3,7065,146-1,440-28%$367.4K$257.9K-$109.6K2026-10-14
XY Planning Network, Inc.
NEW3,700—+3,700——$257.4K—2026-10-14
Monte Financial Group, LLC
DECREASED3,7003,701-10%$265.4K$257.4K-$7.9K2026-11-02
Silvia Mccoll Wealth Management, LLC
DECREASED3,6963,825-129-3%$273.1K$257.2K-$15.9K2026-10-07
Thryve Wealth Management LLC
DECREASED3,6944,009-315-8%$286.2K$257.0K-$29.2K2026-10-09
Tennessee Valley Asset Management Partners
NEW3,688—+3,688——$256.6K—2026-11-03
McNaughton Wealth Management, LLC
INCREASED3,6853,011+674+22%$215.0K$256.4K+$41.4K2026-10-09
PFW Advisors LLC
INCREASED3,6833,471+212+6%$247.8K$256.3K+$8.4K2026-10-07
Belvedere Trading LLC
NEW3,674—+3,674——$255.6K—2026-11-05
Putney Financial Group LLC
DECREASED3,6703,940-270-7%$281.3K$255.4K-$26.0K2026-10-30
Encompass More Asset Management
DECREASED3,6683,732-64-2%$266.5K$255.2K-$11.2K2026-10-16
Alliance Wealth Management Group
INCREASED3,6603,410+250+7%$243.5K$254.7K+$11.2K2026-10-29
Activest Wealth Management
INCREASED3,6593,558+101+3%$254.0K$254.6K+$5522026-10-15
Brown Miller Wealth Management, LLC
DECREASED3,6583,677-19-1%$262.5K$254.5K-$8.0K2026-11-02
Powell Investment Advisors, LLC
UNCHANGED3,6503,65000%$260.6K$254.0K-$6.6K2026-10-22
Cambridge Financial Group, LLC
UNCHANGED3,6483,64800%$260.5K$260.5K$02026-10-06
SWP Financial LLC
DECREASED3,6453,852-207-5%$275.0K$253.6K-$21.4K2026-10-23
Brown Wealth Management, LLC
INCREASED3,6453,511+134+4%$250.7K$253.6K+$2.9K2026-10-20
Yankcom Partnership
INCREASED3,6423,584+58+2%$255.9K$253.4K-$2.5K2026-10-15
Midland Wealth Advisors, LLC
INCREASED3,6153,072+543+18%$219.3K$251.5K+$32.2K2026-10-26
Ethos Capital Management, Inc.
DECREASED3,6106,124-2,514-41%$437.3K$251.2K-$186.1K2026-11-03
Rinkey Investments
DECREASED3,6103,760-150-4%$268.5K$251.2K-$17.3K2026-10-28
Uptown Financial Advisors LLC
UNCHANGED3,6003,60000%$257.0K$250.5K-$6.6K2026-10-15
Teza Capital Management LLC
NEW3,584—+3,584——$249.4K—2026-10-23
Fermata Advisors, LLC
INCREASED3,5613,452+109+3%$246.5K$247.8K+$1.3K2026-10-13
Bluedoor Private Wealth, LLC
DECREASED3,5543,835-281-7%$273.8K$247.3K-$26.5K2026-11-05
Rise Advisors, LLC
DECREASED3,5523,982-430-11%$284.3K$247.1K-$37.2K2026-10-16
Boyum Wealth Architects LLC
INCREASED3,5503,538+12+0%$261.2K$238.1K-$23.1K2026-10-06
American National Bank & Trust
DECREASED3,5493,806-257-7%$271.7K$246.9K-$24.8K2026-10-07
MV Capital Management, Inc.
DECREASED3,5453,591-46-1%$256.4K$246.7K-$9.7K2026-10-29
Traphagen Investment Advisors LLC
DECREASED3,52374,201-70,678-95%$5.3M$245.1K-$5.1M2026-10-14
Jackson Square Capital, LLC
DECREASED3,52133,346-29,825-89%$2.4M$245.0K-$2.1M2026-10-19
Hopwood Financial Services, Inc.
DECREASED3,5003,700-200-5%$264.2K$243.5K-$20.7K2026-10-29
Parkway Wealth Management Group, LLC
DECREASED3,5003,600-100-3%$257.0K$243.5K-$13.5K2026-10-20
Clarus Group, Inc.
UNCHANGED3,5003,50000%$249.9K$243.5K-$6.4K2026-10-21
Birch Capital Management, LLC
UNCHANGED3,5003,50000%$249.9K$243.5K-$6.4K2026-10-27
Wolff Wiese Magana LLC
UNCHANGED3,4973,49700%$249.7K$243.3K-$6.4K2026-10-15
Woodard & Co Asset Management Group Inc
DECREASED3,49523,742-20,247-85%$1.7M$243.2K-$1.5M2026-11-03
Eagle Bay Advisors LLC
NEW3,493—+3,493——$243.0K—2026-10-16
Olympiad Research LP
NEW3,482—+3,482——$242.3K—2026-11-04
Wernau Asset Management Inc.
INCREASED3,4783,304+174+5%$235.9K$242.0K+$6.1K2026-10-19
Financial Solutions Advisory Group, Inc.
NEW3,475—+3,475——$245.1K—2026-10-28
Diversified Portfolios, Inc.
DECREASED3,4723,687-215-6%$263.3K$241.6K-$21.7K2026-11-04
Members Wealth LLC
DECREASED3,4723,567-95-3%$254.7K$242.0K-$12.7K2026-10-20
August Group Capital Ltd
INCREASED3,4572,964+493+17%$211.6K$240.5K+$28.9K2026-10-14
Heritage OAK Wealth Advisors LLC
DECREASED3,4573,585-128-4%$256.0K$240.6K-$15.4K2026-10-14
Catalyst Private Wealth, LLC
NEW3,455—+3,455——$240.4K—2026-10-13
Enzi Wealth
DECREASED3,4513,618-167-5%$266.0K$243.1K-$22.9K2026-10-14
Kennon-Green & Company, LLC
INCREASED3,4443,004+440+15%$214.5K$239.6K+$25.1K2026-10-05
Adamsbrown Wealth Consultants LLC
DECREASED3,4183,997-579-14%$285.4K$237.8K-$47.6K2026-10-20
Blue Zone Wealth Advisors, LLC
DECREASED3,4173,710-293-8%$264.9K$237.8K-$27.1K2026-10-19
Advisory Solutions Group, LLC
NEW3,412—+3,412——$237.4K—2026-10-14
Alpine Bank Wealth Management
DECREASED3,4103,425-150%$244.5K$237.3K-$7.3K2026-10-16
Sterling Investment Counsel, LLC
UNCHANGED3,4073,40700%$243.3K$237.1K-$6.2K2026-10-19
Morton Capital Management LLC
DECREASED3,4054,867-1,462-30%$347.5K$236.9K-$110.6K2026-10-23
Absher Wealth Management, LLC
NEW3,403—+3,403——$236.8K—2026-11-02
Mattern Wealth Management LLC
DECREASED3,4003,500-100-3%$249.9K$236.6K-$13.3K2026-11-04
Shrier Wealth Management, LLC
UNCHANGED3,3953,39500%$242.4K$236.2K-$6.2K2026-10-20
Amplius Wealth Advisors, LLC
NEW3,373—+3,373——$234.7K—2026-10-20
Morling Financial Advisors, LLC
INCREASED3,3683,361+7+0%$240.0K$234.3K-$5.6K2026-10-28
Fjell Capital, LLC
NEW3,364—+3,364——$234.1K—2026-10-13
Brian LOW Financial Group, LLC
INCREASED3,3513,128+223+7%$223.3K$233.2K+$9.8K2026-10-28
Financial & Tax Architects, LLC
DECREASED3,35027,644-24,294-88%$2.0M$233.1K-$1.7M2026-10-15
BG Investment Services, LLC
INCREASED3,3462,817+529+19%$201.1K$232.8K+$31.7K2026-10-23
Quantum Financial Advisors, LLC
DECREASED3,3443,403-59-2%$243.0K$232.7K-$10.3K2026-11-03
Biltmore Wealth Management, LLC
DECREASED3,3384,443-1,105-25%$317.2K$232.3K-$85.0K2026-10-09
Hidden Cove Wealth Management, LLC
NEW3,323—+3,323——$231.2K—2026-10-19
Journey Advisory Group, LLC
NEW3,320—+3,320——$231.0K—2026-11-04
Financial Security Advisor, Inc.
DECREASED3,3183,438-120-3%$245.5K$230.9K-$14.6K2026-11-03
First United Bank & Trust
DECREASED3,3154,625-1,310-28%$330.2K$230.7K-$99.6K2026-10-22
United Community Bank
INCREASED3,3113,220+91+3%$229.9K$230.4K+$4712026-10-28
Marion Wealth Management
UNCHANGED3,3103,31000%$236.3K$230.3K-$6.0K2026-10-22
Northstar Asset Management Co
UNCHANGED3,3003,30000%$231.3K$214.6K-$16.7K2026-10-22
Sculati Wealth Management, LLC
UNCHANGED3,2953,29500%$227.2K$232.7K+$5.5K2026-10-19
Frederick Financial Consultants, LLC
NEW3,291—+3,291——$229.0K—2026-10-29
Avalon Capital Management
DECREASED3,2863,800-514-14%$271.3K$228.6K-$42.7K2026-11-04
Analyst IMS Investment Management Services Ltd.
DECREASED3,2847,791-4,507-58%$556.0K$229-$555.8K2026-11-05
Split Creek LLC DBA Split Creek Capital LLC
DECREASED3,2813,302-21-1%$235.8K$228.3K-$7.5K2026-11-02
New Hampshire Trust
DECREASED3,2673,342-75-2%$238.6K$227.3K-$11.3K2026-10-20
Forbes J M & Co LLP
INCREASED3,2653,205+60+2%$228.8K$227.2K-$1.7K2026-10-16
Andina Capital Management, LLC
NEW3,249—+3,249——$226.1K—2026-10-21
GSG Advisors LLC
INCREASED3,2453,070+175+6%$219.2K$225.8K+$6.6K2026-11-03
IMG Wealth Management, Inc.
INCREASED3,2432,842+401+14%$202.9K$225.6K+$22.7K2026-10-27
Hartline Investment Corp/
DECREASED3,2373,425-188-5%$244.5K$225.2K-$19.3K2026-10-29
Aquire Wealth Advisors, LLC
DECREASED3,2293,539-310-9%$252.7K$224.7K-$28.0K2026-10-23
Tenret Co LLC
NEW3,227—+3,227——$224.5K—2026-11-02
Accel Wealth Management
DECREASED3,2193,238-19-1%$231.2K$224.0K-$7.2K2026-10-13
T3 Companies, LLC
DECREASED3,2137,609-4,396-58%$543.3K$223.6K-$319.7K2026-10-22
Goldstein Advisors, LLC
DECREASED3,2115,540-2,329-42%$395.6K$223.4K-$172.1K2026-10-15
Tempus Wealth Planning, LLC
DECREASED3,2064,466-1,260-28%$318.9K$223.1K-$95.8K2026-10-14
Searle & Co.
UNCHANGED3,2003,20000%$228.5K$222.7K-$5.8K2026-11-04
Austin Asset Management Co Inc
INCREASED3,1873,110+77+2%$222.1K$221.8K-$3032026-10-29
Kraft, Davis & Associates, LLC
DECREASED3,1793,395-216-6%$258.8K$221.7K-$37.1K2026-10-21
Vestia Personal Wealth Advisors
INCREASED3,1653,160+5+0%$225.6K$220.2K-$5.4K2026-10-20
Vilga Financial Planning LLC
DECREASED3,1633,588-425-12%$256.2K$220.1K-$36.1K2026-10-09
Galvin, Gaustad & Stein, LLC
INCREASED3,1613,145+16+1%$224.6K$220.0K-$4.6K2026-10-08
PVG Asset Management Corp
DECREASED3,1593,984-825-21%$284.5K$219.8K-$64.7K2026-10-19
FNY Investment Advisers, LLC
INCREASED3,150500+2,650+530%$35$219+$1842026-10-16
M. Kraus & Co
UNCHANGED3,1503,15000%$224.9K$219.2K-$5.7K2026-10-20
Capital Advantage, Inc.
UNCHANGED3,1303,13000%$223.5K$217.8K-$5.7K2026-10-14
DecisionMap Wealth Management, LLC
INCREASED3,1283,012+116+4%$215.1K$217.6K+$2.6K2026-10-29
National Wealth Management Group, LLC
INCREASED3,1073,076+31+1%$219.6K$216.2K-$3.4K2026-10-26
West Paces Advisors Inc.
DECREASED3,0923,134-42-1%$223.8K$215.1K-$8.6K2026-10-13
Bradley & Co. Private Wealth Management, LLC
UNCHANGED3,0913,09100%$220.7K$215.1K-$5.6K2026-10-23
DE Burlo Group Inc
DECREASED3,0905,740-2,650-46%$409.8K$215.0K-$194.8K2026-11-05
Burkett Financial Services, LLC
UNCHANGED3,0903,09000%$220.6K$215.0K-$5.6K2026-10-01
Pacific Center for Financial Services
UNCHANGED3,0903,09000%$220.6K$215.0K-$5.6K2026-10-15
Aegis Wealth Management, Inc.
INCREASED3,0843,046+38+1%$217.5K$214.6K-$2.9K2026-10-26
Stage Harbor Financial, LLC
INCREASED3,0642,985+79+3%$213.1K$213.2K+$642026-11-03
RS Crum Inc.
INCREASED3,0503,030+20+1%$216.3K$212.2K-$4.1K2026-10-19
Towerpoint Wealth, LLC
DECREASED3,0493,077-28-1%$219.7K$212.1K-$7.5K2026-10-13
Physician Wealth Solutions Inc.
UNCHANGED3,0303,03000%$216.3K$210.8K-$5.5K2026-10-14
First American Bank
DECREASED3,02033,457-30,437-91%$2.4M$210.1K-$2.2M2026-10-27
Sage Investment Advisers LLC
INCREASED3,0152,865+150+5%$204.6K$209.8K+$5.2K2026-10-21
XML Financial, LLC
DECREASED3,0133,278-265-8%$234.0K$209.6K-$24.4K2026-10-29
Elevatus Welath Management
DECREASED3,0105,445-2,435-45%$388.8K$209.4K-$179.3K2026-10-19
First Financial Bank - Trust Division
DECREASED3,0103,530-520-15%$252.0K$209.4K-$42.6K2026-10-01
Vista Investment Partners LLC
DECREASED3,0083,027-19-1%$216.1K$209.3K-$6.8K2026-10-08
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
DECREASED3,0003,500-500-14%$249.9K$208.7K-$41.2K2026-10-21
CapWealth Advisors, LLC
DECREASED2,9943,020-26-1%$215.6K$208.3K-$7.3K2026-10-05
Pinnacle Bancorp, Inc.
INCREASED2,9891,991+998+50%$142.2K$208.0K+$65.8K2026-10-21
Stanley-Laman Group, Ltd.
DECREASED2,9864,616-1,630-35%$329.6K$207.8K-$121.8K2026-10-20
Baring Financial LLC
DECREASED2,9843,044-60-2%$217.3K$207.6K-$9.7K2026-10-07
Granville Capital, Inc.
NEW2,963—+2,963——$206.2K—2026-11-05
Wiser Wealth Management, Inc
INCREASED2,9632,936+27+1%$209.6K$206.2K-$3.5K2026-10-14
ARK & TLK Investments, LLC
DECREASED2,9503,341-391-12%$238.5K$205.3K-$33.3K2026-10-20
Total Wealth Planning & Management, Inc.
DECREASED2,9494,588-1,639-36%$327.6K$205.2K-$122.4K2026-10-23
Prosperity Financial Group, Inc.
NEW2,938—+2,938——$204.4K—2026-10-29
Krane Financial Solutions LLC
INCREASED2,9342,911+23+1%$207.8K$204.1K-$3.7K2026-10-30
Hendershot Investments Inc.
UNCHANGED2,9322,93200%$209.3K$204.0K-$5.3K2026-11-05
Steel Grove Capital Advisors, LLC
NEW2,928—+2,928——$203.7K—2026-10-13
Compass Ion Advisors, LLC
DECREASED2,9253,387-462-14%$241.8K$203.5K-$38.3K2026-10-23
Thompson Davis & Co., Inc.
NEW2,920—+2,920——$203.2K—2026-11-05
Mustard Seed Financial, LLC
UNCHANGED2,9202,92000%$208.5K$203.2K-$5.3K2026-10-30
Demars Financial Group, LLC
NEW2,911—+2,911——$202.6K—2026-10-22
Charles Schwab Trust Co
NEW2,900—+2,900——$201.8K—2026-10-15
Investment House LLC
DECREASED2,90059,428-56,528-95%$4.2M$201.8K-$4.0M2026-10-21
Clayton Financial Group LLC
NEW2,894—+2,894——$201.4K—2026-10-13
Puff Wealth Management, LLC
NEW2,882—+2,882——$200.5K—2026-10-07
Jackson Creek Investment Advisors LLC
DECREASED2,8802,905-25-1%$208.0K$200-$207.8K2026-11-04
Balentine LLC
DECREASED2,8768,856-5,980-68%$632.3K$200.1K-$432.2K2026-11-03
Townsend & Associates, Inc
NEW2,871—+2,871——$202.5K—2026-10-23
Financial Consulate, Inc
DECREASED2,8483,105-257-8%$221.7K$198.2K-$23.5K2026-10-23
Fiduciary Family Office, LLC
NEW2,783—+2,783——$193.7K—2026-11-04
Plante Moran Financial Advisors, LLC
DECREASED2,7733,951-1,178-30%$282.1K$192.9K-$89.1K2026-11-04
Union Savings Bank
UNCHANGED2,7302,73000%$194.9K$190.0K-$5.0K2026-10-14
Legacy Bridge, LLC
INCREASED2,6902,660+30+1%$189.9K$187.2K-$2.8K2026-10-28
IFS Advisors, LLC
INCREASED2,665250+2,415+966%$17.9K$185.4K+$167.6K2026-10-14
CKW Financial Group
INCREASED2,4702,340+130+6%$174$168-$62026-10-29
StrongBox Wealth, LLC
UNCHANGED2,4602,46000%$175.6K$171.2K-$4.5K2026-11-02
City State Bank
INCREASED2,4112,336+75+3%$166.8K$167.8K+$9672026-10-20
Community Financial Services Group, LLC
DECREASED2,37043,709-41,339-95%$3.2M$160.8K-$3.1M2026-10-15
Valley National Advisers Inc
INCREASED2,3641,436+928+65%$102.5K$164.5K+$62.0K2026-10-23
Cooper Investors PTY LTD
NEW2,324—+2,324——$161.7K—2026-10-13
UMB Private Wealth Management, LLC
NEW2,257—+2,257——$157.0K—2026-10-19
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED2,1822,745-563-21%$196.0K$151.8K-$44.2K2026-10-14
Bell Investment Advisors, Inc
DECREASED2,1692,749-580-21%$196.3K$150.9K-$45.4K2026-10-29
Next Level Wealth Planning, LLC
NEW2,130—+2,130——$148.2K—2026-10-29
Advisor Resource Council
DECREASED2,1102,390-280-12%$181.3K$142.4K-$38.8K2026-11-05
Fairway Wealth LLC
UNCHANGED2,0902,09000%$149.2K$145.4K-$3.8K2026-10-30
Vima LLC
UNCHANGED2,0702,07000%$147.8K$144.0K-$3.8K2026-10-23
Wilkerson Advisory Group LLC
INCREASED2,024936+1,088+116%$66.8K$140.8K+$74.0K2026-10-20
Avion Wealth
DECREASED2,0192,159-140-6%$154.0K$140-$153.9K2026-11-04
Glass Jacobson Investment Advisors llc
INCREASED1,9921,917+75+4%$136.9K$138.6K+$1.7K2026-10-26
Pacifica Partners Inc.
INCREASED1,9701,000+970+97%$77.6K$133.6K+$56.1K2026-10-09
Hilton Head Capital Partners, LLC
INCREASED1,9301,840+90+5%$131.4K$134.3K+$2.9K2026-10-23
Centerpoint Advisors, LLC
INCREASED1,8751,871+4+0%$134.0K$130-$133.9K2026-11-05
SJS Investment Consulting Inc.
INCREASED1,868850+1,018+120%$60.7K$130.0K+$69.3K2026-10-26
Financial Network Wealth Advisors LLC
DECREASED1,8361,897-61-3%$135.4K$127.7K-$7.7K2026-10-28
Reap Financial Group, LLC
INCREASED1,7951,471+324+22%$105.0K$124.9K+$19.9K2026-11-02
CGC Financial Services, LLC
UNCHANGED1,7701,77000%$126.4K$123.2K-$3.2K2026-10-13
One River Asset Management, LLC
DECREASED1,7673,190-1,423-45%$227.8K$122.9K-$104.8K2026-10-21
Downshift Financial, LLC
INCREASED1,6591,360+299+22%$97.1K$115.4K+$18.3K2026-10-13
New England Capital Financial Advisors LLC
UNCHANGED1,6051,60500%$114.6K$111.7K-$2.9K2026-11-03
Barrett & Company, Inc.
DECREASED1,5861,587-10%$113.3K$110.4K-$2.9K2026-10-22
Gen-Wealth Partners Inc
DECREASED1,5621,947-385-20%$139.0K$108.7K-$30.4K2026-11-04
Tradewinds Capital Management, LLC
INCREASED1,543924+619+67%$66.0K$107.4K+$41.4K2026-10-23
LAM Group, Inc.
UNCHANGED1,5301,53000%$109.2K$106.5K-$2.8K2026-10-26
James T. Borello RIA
INCREASED1,5071,148+359+31%$82.0K$104.9K+$22.9K2026-10-16
Reyes Financial Architecture, Inc.
INCREASED1,498346+1,152+333%$24.7K$104.2K+$79.5K2026-10-22
Hughes Financial Services, LLC
DECREASED1,4681,686-218-13%$120.4K$91.1K-$29.3K2026-10-30
Covestor Ltd
INCREASED1,4481,011+437+43%$72.0K$101-$71.9K2026-10-30
Ares Financial Consulting, LLC
DECREASED1,4481,461-13-1%$104.3K$100.8K-$3.6K2026-10-19
Sunrise Financial Services, LLC
UNCHANGED1,4101,41000%$100.7K$98.1K-$2.6K2026-10-21
Lipe & Dalton
UNCHANGED1,4001,40000%$100$97-$32026-10-15
Cherry Tree Wealth Management, LLC
UNCHANGED1,3901,39000%$99.2K$96.7K-$2.5K2026-10-15
Balance Wealth Partners LLC
NEW1,385—+1,385——$96.3K—2026-10-27
Catalyst Capital Advisors LLC
INCREASED1,3691,307+62+5%$93.3K$95.3K+$1.9K2026-11-02
Concord Wealth Partners
INCREASED1,3461,238+108+9%$88.4K$93.7K+$5.3K2026-11-02
Maseco LLP
DECREASED1,3241,394-70-5%$99.5K$92.1K-$7.4K2026-10-27
Westwind Capital
DECREASED1,310260,599-259,289-99%$18.6K$91-$18.5K2026-10-08
Vaquero Private Wealth, LTD
UNCHANGED1,3001,30000%$92.8K$90.5K-$2.4K2026-10-27
Cedar Mountain Advisors, LLC
DECREASED1,2601,278-18-1%$91.2K$87.7K-$3.6K2026-10-15
Hanson & Doremus Investment Management
DECREASED1,2501,454-204-14%$104.0K$87-$103.9K2026-10-16
KFG LLC
NEW1,230—+1,230——$85.6K—2026-11-02
Essential Investment Partners LLC
UNCHANGED1,1601,16000%$82.8K$80.7K-$2.1K2026-10-27
Essential Partners LLC
INCREASED1,151953+198+21%$68.0K$80.1K+$12.0K2026-10-14
Indiana Trust & Investment Management Co
INCREASED1,145520+625+120%$37.1K$79.7K+$42.5K2026-10-22
Creative Financial Designs Inc
DECREASED1,1151,465-350-24%$104.6K$77.6K-$27.0K2026-11-04
Three Bridge Wealth Advisors, LLC
NEW1,097—+1,097——$76.3K—2026-11-05
Miller Global Investments, LLC
INCREASED1,096400+696+174%$28.6K$76.3K+$47.7K2026-10-02
Mountain Hill Investment Partners Corp.
INCREASED1,090700+390+56%$50.0K$75.8K+$25.9K2026-10-23
Horizon Financial Services, LLC
DECREASED1,0754,825-3,750-78%$344.5K$74.8K-$269.7K2026-11-04
Vestor Capital, LLC
INCREASED1,072900+172+19%$51$976+$9252026-11-04
Joseph Group Capital Management
INCREASED1,066953+113+12%$68.0K$74.2K+$6.1K2026-11-04
Blue Bell Private Wealth Management, LLC
UNCHANGED1,0311,03100%$73.6K$71.7K-$1.9K2026-10-29
Moisand Fitzgerald Tamayo, LLC
INCREASED1,018890+128+14%$63.5K$70.8K+$7.3K2026-10-15
Elevation Wealth Partners, LLC
INCREASED1,001451+550+122%$32.2K$69.7K+$37.4K2026-10-07
Pilgrim Partners Asia Pte Ltd
UNCHANGED1,0001,00000%$71.4K$69.6K-$1.8K2026-10-29
Birchbrook, Inc.
UNCHANGED1,0001,00000%$71.4K$69.6K-$1.8K2026-10-14
MH & Associates Securities Management Corp
UNCHANGED1,0001,00000%$71.4K$69.6K-$1.8K2026-10-30
Burk Holdings LLC
INCREASED982810+172+21%$57.8K$68.3K+$10.5K2026-11-05
Aspect Partners, LLC
INCREASED982957+25+3%$68.3K$68.3K-$22026-10-20
GoalVest Advisory LLC
DECREASED9691,190-221-19%$85.0K$67.4K-$17.5K2026-10-02
1620 Investment Advisors, Inc.
INCREASED968967+1+0%$69.1K$67.3K-$1.8K2026-11-04
Signature Resources Capital Management, LLC
INCREASED963679+284+42%$48.5K$67.0K+$18.5K2026-10-16
Peoples Financial Services Corp.
UNCHANGED92092000%$65.7K$64.0K-$1.7K2026-10-20
Chilton Capital Management LLC
UNCHANGED91091000%$65.0K$63.3K-$1.7K2026-10-28
Private Wealth Management Group, LLC
DECREASED901982-81-8%$70.1K$62.7K-$7.4K2026-10-19
RMG Wealth Management LLC
UNCHANGED90090000%$66.8K$60.4K-$6.4K2026-10-26
Guardian Partners Inc.
UNCHANGED90090000%$64.3K$62.6K-$1.6K2026-10-21
Redwood Park Advisors LLC
DECREASED8972,096-1,199-57%$149.7K$62.4K-$87.2K2026-11-02
Axiom Investment Management LLC
NEW892—+892——$62.1K—2026-11-03
Wealth Analytics Partners, LLC
NEW892—+892——$62.1K—2026-10-19
Albion Financial Group
UNCHANGED89089000%$63.5K$61.9K-$1.6K2026-10-21
Legacies Wealth LLC
NEW885—+885——$61.6K—2026-11-02
First Premier Bank
INCREASED810210+600+286%$15$57+$422026-10-13
Barnes Dennig Private Wealth Management LLC
DECREASED8001,171-371-32%$83.6K$55.7K-$27.9K2026-10-30
Fortitude Family Office, LLC
INCREASED785686+99+14%$49.0K$54.6K+$5.6K2026-10-14
Beacon Investment Advisory Services, Inc.
DECREASED780790-10-1%$56.4K$54.3K-$2.1K2026-10-13
Mascoma Wealth Management LLC
DECREASED770803-33-4%$57.3K$53.6K-$3.8K2026-10-23
Valued Wealth Advisors LLC
DECREASED769985-216-22%$70.3K$53.5K-$16.8K2026-11-05
High Point Wealth Management, LLC
DECREASED7601,080-320-30%$77.1K$52.9K-$24.2K2026-11-05
First Pacific Financial
UNCHANGED76076000%$54.3K$52.9K-$1.4K2026-10-14
Maryland Capital Advisors Inc.
UNCHANGED75775700%$54.1K$52.7K-$1.4K2026-10-15
Jnba Financial Advisors
INCREASED720268+452+169%$19.1K$50.1K+$31.0K2026-11-03
Bank & Trust Co
UNCHANGED69069000%$49.3K$48.0K-$1.3K2026-10-07
True Wealth Design, LLC
INCREASED669613+56+9%$43.8K$46.6K+$2.8K2026-10-13
United Financial Planning Group LLC
INCREASED660540+120+22%$38.6K$45.9K+$7.4K2026-11-04
Country Trust Bank
DECREASED647682-35-5%$48.7K$45.0K-$3.7K2026-10-30
Arlington Trust Co LLC
INCREASED641580+61+11%$41.4K$44.6K+$3.2K2026-10-20
Quaker Wealth Management, LLC
DECREASED6401,422-782-55%$101.5K$44.5K-$57.0K2026-10-22
Vision Financial Markets LLC
UNCHANGED62062000%$46.0K$42.3K-$3.7K2026-10-22
Elevated Capital Advisors, LLC
DECREASED6111,212-601-50%$86.6K$42.5K-$44.0K2026-11-04
Cranbrook Wealth Management, LLC
INCREASED540500+40+8%$35.7K$37.6K+$1.9K2026-10-28
Lodestone Wealth Management LLC
INCREASED534509+25+5%$36.3K$37.2K+$8132026-10-14
Southern Michigan Bank & Trust
DECREASED532646-114-18%$46.1K$37.0K-$9.1K2026-10-19
MidAtlantic Capital Management, Inc.
NEW520—+520——$36.2K—2026-11-05
NorthAvenue LLC
DECREASED520720-200-28%$51.4K$36.2K-$15.2K2026-10-29
Capstone Wealth Management Group, LLC
NEW516—+516——$618.6K—2026-11-05
Dorato Capital Management
UNCHANGED50050000%$36.7K$34.9K-$1.8K2026-10-08
Towne Trust Company, N.a
UNCHANGED50050000%$35.7K$34.8K-$9102026-10-28
Sfam, LLC
UNCHANGED50050000%$35.7K$34.8K-$9102026-11-03
Global Trust Asset Management, LLC
INCREASED475451+24+5%$32.2K$33.1K+$8192026-10-19
Torren Management, LLC
INCREASED463214+249+116%$15.3K$32.2K+$16.9K2026-10-29
Financial Perspectives, Inc
UNCHANGED45045000%$32.1K$31.3K-$8192026-11-03
LFA - Lugano Financial Advisors SA
DECREASED440540-100-19%$38.6K$30.6K-$7.9K2026-11-03
DecisionPoint Financial, LLC
INCREASED437313+124+40%$23.2K$29.7K+$6.4K2026-10-27
Security National Bank
INCREASED425312+113+36%$22.3K$29.6K+$7.3K2026-10-26
Strategic Advocates LLC
DECREASED421967-546-56%$69.0K$29.3K-$39.8K2026-11-03
Steph & Co
INCREASED420395+25+6%$28.2K$29.2K+$1.0K2026-10-07
Sawyer & Company, Inc
UNCHANGED39039000%$27.8K$27.1K-$7102026-10-21
Newton One Investments LLC
DECREASED380630-250-40%$45.0K$26.4K-$18.5K2026-10-14
Bank of New Hampshire
UNCHANGED38038000%$27.1K$26.4K-$6922026-10-06
Pathway Financial Advisers, LLC
NEW370—+370——$25.7K—2026-10-27
Evolution Wealth Management Inc.
DECREASED370703-333-47%$50.2K$25.7K-$24.4K2026-10-28
Pflug Koory, LLC
UNCHANGED37037000%$26.4K$25.7K-$6732026-10-26
Tompkins Financial Corp
DECREASED350450-100-22%$32.1K$24.4K-$7.8K2026-10-05
Clark Wealth Partners
INCREASED337233+104+45%$16.6K$23.4K+$6.8K2026-10-19
Decker Retirement Planning Inc.
DECREASED330450-120-27%$32.1K$23.0K-$9.2K2026-10-19
Quest 10 Wealth Builders, Inc.
INCREASED327188+139+74%$13.4K$22.7K+$9.3K2026-11-02
Kingdom Financial Group Llc.
DECREASED322355-33-9%$25.3K$22.4K-$2.9K2026-11-04
Your Advocates Ltd., LLP
DECREASED310410-100-24%$29.3K$21.6K-$7.7K2026-11-03
Lloyd Advisory Services, Llc.
DECREASED310339-29-9%$24.2K$21.6K-$2.6K2026-11-02
Noble Wealth Management PBC
INCREASED308290+18+6%$20.7K$21.4K+$7252026-10-01
Retirement Wealth Solutions LLC
INCREASED304108+196+181%$7.7K$21.2K+$13.4K2026-10-07
TFC Financial Management, Inc.
DECREASED300307-7-2%$21.9K$20.9K-$1.0K2026-10-26
Rachor Investment Advisory Services, LLC
UNCHANGED30030000%$21.4K$20.9K-$5462026-10-29
MB, Levis & Associates, LLC
UNCHANGED30030000%$21.4K$20.9K-$5462026-10-16
Bare Financial Services, Inc
DECREASED283403-120-30%$28.8K$19.7K-$9.1K2026-11-04
John Boyer, Inc.
NEW272—+272——$18.9K—2026-10-27
First Financial Corp
UNCHANGED27027000%$19.3K$18.8K-$4912026-10-13
DiNuzzo Private Wealth, Inc.
DECREASED256257-10%$18.4K$17.8K-$5372026-10-16
Trust Co
INCREASED254116+138+119%$8.3K$17.7K+$9.4K2026-10-09
Bay Harbor Wealth Management, LLC
DECREASED242249-7-3%$17.8K$16.8K-$9412026-11-03
Comprehensive Financial Planning, Inc.
UNCHANGED24024000%$17.1K$16.7K-$4372026-10-27
Planning Strategies Inc.
INCREASED226220+6+3%$15.7K$15.7K+$172026-10-02
Gilpin Wealth Management, LLC
INCREASED22252+170+327%$3.7K$15.5K+$11.8K2026-10-09
Alta Capital Management LLC/
NEW200—+200——$13.9K—2026-10-26
First Bancorp, Inc
UNCHANGED20020000%$14.3K$13.9K-$3642026-10-26
Catherine Avery Investment Management LLC
UNCHANGED20020000%$14.3K$13.9K-$3642026-10-14
Creative Capital Management Investments LLC
INCREASED190146+44+30%$10.4K$13.2K+$2.8K2026-10-28
Nvest Wealth Strategies, Inc.
INCREASED184166+18+11%$11.9K$12.8K+$9512026-10-14
Miller Wealth Advisors, LLC
UNCHANGED18018000%$12.9K$12.5K-$3282026-11-02
Birchwood Financial Partners, Inc.
INCREASED175120+55+46%$8.6K$12.2K+$3.6K2026-11-02
PayPay Securities Corp
INCREASED165128+37+29%$9.1K$11.5K+$2.3K2026-10-27
Prudent Man Investment Management, Inc.
INCREASED15550+105+210%$4.7K$10.8K+$6.1K2026-11-03
SBK Financial, Inc.
UNCHANGED15015000%$10.7K$10.4K-$2732026-11-02
Ulland Investment Advisors, LLC
UNCHANGED14014000%$10$10$02026-10-13
Tower View Wealth Management LLC
DECREASED13016,157-16,027-99%$1.2M$0-$1.2M2026-10-23
Halbert Hargrove Global Advisors, LLC
DECREASED130174-44-25%$12.4K$9.0K-$3.4K2026-10-16
Advocate Investing Services LLC
UNCHANGED13013000%$9.3K$9.0K-$2372026-10-26
Holos Integrated Wealth LLC
UNCHANGED12712700%$9.7K$8.9K-$8042026-10-23
Cornerstone National Bank & Trust Co
UNCHANGED12012000%$8.9K$8.1K-$7612026-10-20
Davis Capital Management
DECREASED119271-152-56%$19.3K$8.3K-$11.1K2026-10-08
Gleason Group, Inc.
INCREASED10388+15+17%$6.3K$7.2K+$8842026-10-15
Team Financial Group, LLC
NEW100—+100——$7.0K—2026-10-30
Morton Brown Family Wealth, LLC
DECREASED100137-37-27%$9.8K$7.0K-$2.8K2026-10-23
Granite FO LLC
UNCHANGED10010000%$7.1K$7.0K-$1822026-10-14
MTM Investment Management, LLC
UNCHANGED10010000%$7.1K$7.0K-$1822026-10-30
CrossGen Wealth, LLC
UNCHANGED10010000%$7.1K$7.0K-$1822026-10-30
WestEnd Advisors, LLC
UNCHANGED959500%$6.8K$6.6K-$1732026-10-27
Key Capital Management, Inc
INCREASED8380+3+4%$5.7K$5.8K+$632026-11-03
McCarley & Cook Financial Planners
UNCHANGED808000%$5.7K$5.6K-$1462026-10-21
Paladin Partners, LLC
UNCHANGED808000%$5.7K$5.6K-$1462026-10-06
Piscataqua Savings Bank
UNCHANGED808000%$5.7K$5.6K-$1462026-10-21
Align Financial, LLC
INCREASED7560+15+25%$4.3K$5.2K+$9352026-10-16
Transce3nd, LLC
DECREASED7579-4-5%$5.8K$4.9K-$9182026-10-26
Frisco Financial Planning LLC
NEW70—+70——$4.9K—2026-10-05
Bayban
UNCHANGED707000%$5.0K$5.0K$02026-11-05
Breakwater Investment Management
INCREASED687+61+871%$500$4.7K+$4.2K2026-10-20
Vermillion Wealth Management, Inc.
DECREASED50757-707-93%$54.1K$3.5K-$50.6K2026-10-26
Frankly Finances, LLC
UNCHANGED505000%$3.6K$3.5K-$912026-10-28
Richardson Capital Management LLC
UNCHANGED505000%$3.6K$3.5K-$912026-10-23
POM Investment Strategies, LLC
UNCHANGED484800%$3.4K$3.3K-$872026-10-20
Contravisory Investment Management, Inc.
INCREASED4720+27+135%$1.4K$3.3K+$1.8K2026-10-13
DB Fitzpatrick & Co, Inc
INCREASED4329+14+48%$2.1K$3.0K+$9212026-10-19
Friedenthal Financial
UNCHANGED434300%$3.1K$3.0K-$792026-10-27
Phillip James Consulting Co.
UNCHANGED383800%$2.7K$2.6K-$692026-11-03
Networth Advisors, LLC
UNCHANGED202000%$1.4K$1.4K-$362026-11-03
Farmers & Merchants Trust Co of Chambersburg PA
NEW19—+19——$1—2026-10-14
Hickory Point Bank & Trust
UNCHANGED151500%$1.1K$1.0K-$272026-10-01
Kentucky Trust Co
UNCHANGED131300%$928$905-$232026-10-15
3 Factor Indexing, LLC
INCREASED1110+1+10%$714$766+$522026-10-15
Marshall & Sterling Wealth Advisors Inc.
DECREASED1060-50-83%$4.3K$696-$3.6K2026-10-28
Dhjj Financial Advisors, Ltd.
UNCHANGED101000%$714$696-$182026-10-23
Monetary Solutions, Ltd
NEW3—+3——$209—2026-10-22
Nicholas Company, Inc.
CLOSED0803,360-803,360-100%$57.4M$0-$57.4M2026-11-05
Overbrook Management Corp
CLOSED0164,140-164,140-100%$11.7M$0-$11.7M2026-10-08
Eleva Capital SAS
CLOSED087,190-87,190-100%$8.4M$0-$8.4M2026-10-06
Privium Fund Management (UK) Ltd
CLOSED072,000-72,000-100%$5.3M$0-$5.3M2026-10-30
Left Brain Wealth Management, LLC
CLOSED048,208-48,208-100%$3.4M$0-$3.4M2026-10-28
Gallagher Capital Advisors, LLC
CLOSED030,782-30,782-100%$2.2M$0-$2.2M2026-10-09
Cordatus Wealth Management LLC
CLOSED030,303-30,303-100%$2.2M$0-$2.2M2026-10-19
Deane Retirement Strategies, Inc.
CLOSED028,948-28,948-100%$2.1M$0-$2.1M2026-10-09
Central Valley Advisors, LLC
CLOSED028,894-28,894-100%$2.1M$0-$2.1M2026-10-27
Warm Springs Advisors Inc.
CLOSED026,500-26,500-100%$1.9M$0-$1.9M2026-10-28
Freedom Day Solutions, LLC
CLOSED023,142-23,142-100%$1.7M$0-$1.7M2026-10-20
Absolute Capital Management, LLC
CLOSED021,736-21,736-100%$1.6M$0-$1.6M2026-10-16
Ellsworth Advisors, LLC
CLOSED020,269-20,269-100%$1.5M$0-$1.5M2026-10-15
B&D White Capital Company, LLC
CLOSED020,100-20,100-100%$1.4M$0-$1.4M2026-11-02
Orser Capital Management, LLC
CLOSED019,305-19,305-100%$1.4M$0-$1.4M2026-10-13
Hixon Zuercher, LLC
CLOSED017,819-17,819-100%$1.3M$0-$1.3M2026-10-13
Waterfront Wealth Inc.
CLOSED015,994-15,994-100%$1.2M$0-$1.2M2026-11-03
Arsenal Capital Advisors LLC
CLOSED014,709-14,709-100%$1.1M$0-$1.1M2026-11-02
Draper Asset Management, LLC
CLOSED013,897-13,897-100%$992.2K$0-$992.2K2026-10-09
Cookson Peirce & Co Inc
CLOSED013,242-13,242-100%$945.5K$0-$945.5K2026-10-30
First Growth Capital LLC
CLOSED012,976-12,976-100%$926.5K$0-$926.5K2026-10-15
WealthTrust Asset Management, LLC
CLOSED012,215-12,215-100%$872.2K$0-$872.2K2026-10-22
Cox Capital Mgt LLC
CLOSED012,034-12,034-100%$859.2K$0-$859.2K2026-10-07
New Wave Wealth Advisors LLC
CLOSED011,245-11,245-100%$802.9K$0-$802.9K2026-10-19
Steele Capital Management, Inc.
CLOSED010,948-10,948-100%$781.7K$0-$781.7K2026-11-02
Elevate Capital Advisors, LLC
CLOSED010,482-10,482-100%$748.4K$0-$748.4K2026-11-02
Greenup Street Wealth Management LLC
CLOSED010,077-10,077-100%$719.5K$0-$719.5K2026-10-28
Wealth Science Advisors LLC
CLOSED09,359-9,359-100%$668.2K$0-$668.2K2026-10-09
Miura Global Management, LLC
CLOSED07,000-7,000-100%$499.8K$0-$499.8K2026-10-05
Kingstone Capital Partners Texas, LLC
CLOSED06,750-6,750-100%$482.0K$0-$482.0K2026-11-03
Johnson Financial Group, LLC
CLOSED06,585-6,585-100%$470.2K$0-$470.2K2026-11-03
Sage Mountain Advisors LLC
CLOSED06,246-6,246-100%$446.0K$0-$446.0K2026-11-02
Sagace Wealth Management LLC
CLOSED06,046-6,046-100%$431.7K$0-$431.7K2026-10-28
Pacific Excel Wealth Advisors, Inc.
CLOSED05,943-5,943-100%$424.3K$0-$424.3K2026-10-27
Aspetuck Financial Management LLC
CLOSED05,670-5,670-100%$404.8K$0-$404.8K2026-11-04
Carolina Wealth Management Inc
CLOSED05,495-5,495-100%$392.3K$0-$392.3K2026-10-29
Dutch Asset Corp
CLOSED05,447-5,447-100%$389.0K$0-$389.0K2026-10-20
Wisconsin Wealth Advisors, LLC
CLOSED05,324-5,324-100%$380.2K$0-$380.2K2026-10-08
Wellington Shields Capital Management, LLC
CLOSED05,188-5,188-100%$370.4K$0-$370.4K2026-11-03
Burns Matteson Capital Management, LLC
CLOSED05,078-5,078-100%$362.6K$0-$362.6K2026-10-16
A. D. Beadell Investment Counsel, Inc.
CLOSED04,902-4,902-100%$350$0-$3502026-10-14
Veltria Advisors Corp.
CLOSED04,396-4,396-100%$313.9K$0-$313.9K2026-11-05
Trust Co of Oklahoma
CLOSED04,109-4,109-100%$293.4K$0-$293.4K2026-10-15
Crescent Grove Advisors, LLC
CLOSED04,076-4,076-100%$291.0K$0-$291.0K2026-10-21
Strategy Asset Managers LLC
CLOSED03,908-3,908-100%$279.0K$0-$279.0K2026-10-14
Willner & Heller, LLC
CLOSED03,892-3,892-100%$277.9K$0-$277.9K2026-10-28
SkyOak Wealth, LLC
CLOSED03,861-3,861-100%$275.7K$0-$275.7K2026-10-28
Haven Private, LLC
CLOSED03,727-3,727-100%$266.1K$0-$266.1K2026-10-27
Smith Chas P & Associates PA Cpas
CLOSED03,718-3,718-100%$265.5K$0-$265.5K2026-10-22
Birinyi Associates Inc
CLOSED03,600-3,600-100%$257.0K$0-$257.0K2026-10-28
LightSquare Wealth Management, LLC
CLOSED03,552-3,552-100%$253.6K$0-$253.6K2026-11-03
Kennedy Investment Group, Inc.
CLOSED03,526-3,526-100%$251.8K$0-$251.8K2026-10-21
Cottage Street Advisors LLC
CLOSED03,502-3,502-100%$251.4K$0-$251.4K2026-10-19
Bath Savings Trust Co
CLOSED03,487-3,487-100%$249.0K$0-$249.0K2026-10-07
Tamar Securities, LLC
CLOSED03,355-3,355-100%$239.5K$0-$239.5K2026-11-03
Praxis Capital Management LLC
CLOSED03,300-3,300-100%$235.6K$0-$235.6K2026-10-16
Alternative Investment Advisors, Llc.
CLOSED03,230-3,230-100%$230.6K$0-$230.6K2026-11-03
Client 1ST Advisory Group, LLC
CLOSED03,190-3,190-100%$227.8K$0-$227.8K2026-10-19
Kingsman Wealth Management, Inc.
CLOSED03,170-3,170-100%$226.3K$0-$226.3K2026-10-13
Impact Investors, Inc
CLOSED03,161-3,161-100%$225.7K$0-$225.7K2026-11-02
Apollon Financial, LLC
CLOSED03,132-3,132-100%$223.6K$0-$223.6K2026-10-23
MKT Advisors LLC
CLOSED03,079-3,079-100%$234.6K$0-$234.6K2026-10-20
Fonville Wealth Management LLC
CLOSED03,064-3,064-100%$218.8K$0-$218.8K2026-10-28
Old North State Wealth Management, LLC
CLOSED03,052-3,052-100%$218.0K$0-$218.0K2026-10-22
Tenet Wealth Partners, LLC
CLOSED03,004-3,004-100%$211.5K$0-$211.5K2026-10-19
FDx Advisors, Inc.
CLOSED02,955-2,955-100%$211.0K$0-$211.0K2026-11-05
Barings LLC
CLOSED02,871-2,871-100%$205.0K$0-$205.0K2026-10-22
Colorado Capital Management, Inc.
CLOSED02,842-2,842-100%$203$0-$2032026-10-15
Silverlake Wealth Management LLC
CLOSED02,837-2,837-100%$202.6K$0-$202.6K2026-10-21
Centurion Wealth Management LLC
CLOSED02,825-2,825-100%$201.7K$0-$201.7K2026-10-13
C2c Wealth Management, LLC
CLOSED02,820-2,820-100%$201.3K$0-$201.3K2026-10-20
Ceera Investments, LLC
CLOSED02,816-2,816-100%$201.1K$0-$201.1K2026-11-02
Commonwealth Retirement Investments LLC
CLOSED02,669-2,669-100%$190.6K$0-$190.6K2026-10-26
Wellington Shields & Co., LLC
CLOSED02,500-2,500-100%$178.5K$0-$178.5K2026-11-03
Cornerstone Planning Group LLC
CLOSED02,371-2,371-100%$162.5K$0-$162.5K2026-10-16
Howard Capital Management Group, LLC
CLOSED02,013-2,013-100%$143.7K$0-$143.7K2026-10-16
Syntax Research, Inc.
CLOSED01,750-1,750-100%$125.0K$0-$125.0K2026-11-04
Founders Capital Management
CLOSED01,250-1,250-100%$89.3K$0-$89.3K2026-10-13
Shelton Wealth Management, LLC
CLOSED01,094-1,094-100%$78.1K$0-$78.1K2026-10-16
Plan Group Financial, LLC
CLOSED01,055-1,055-100%$75.3K$0-$75.3K2026-10-22
Ball & Co Wealth Management Inc.
CLOSED0837-837-100%$59$0-$592026-11-05
Islay Capital Management, LLC
CLOSED0750-750-100%$53.6K$0-$53.6K2026-10-20
Spectrum Wealth Advisory Group, LLC
CLOSED0720-720-100%$51.4K$0-$51.4K2026-10-29
Robinswood Financial LLC
CLOSED0660-660-100%$47.1K$0-$47.1K2026-10-20
Mowery & Schoenfeld Wealth Management, LLC
CLOSED0650-650-100%$46.4K$0-$46.4K2026-10-28
Midway Capital Research & Management
CLOSED0600-600-100%$42.8K$0-$42.8K2026-10-20
Marquette Asset Management, LLC
CLOSED0416-416-100%$29.7K$0-$29.7K2026-10-09
Compound Global Advisors, LLC
CLOSED0400-400-100%$28.6K$0-$28.6K2026-10-20
Stone House Investment Management, LLC
CLOSED0254-254-100%$18.1K$0-$18.1K2026-10-23
Jcic Asset Management Inc.
CLOSED0230-230-100%$22.1K$0-$22.1K2026-10-30
Whipplewood Advisors, LLC
CLOSED0163-163-100%$11.6K$0-$11.6K2026-10-20
Glynn Capital Management LLC
CLOSED0151-151-100%$10.8K$0-$10.8K2026-10-07
Brooklyn FI, LLC
CLOSED0142-142-100%$9.7K$0-$9.7K2026-11-05
Gill Capital Partners, LLC
CLOSED0130-130-100%$9.3K$0-$9.3K2026-10-13
Caitong International Asset Management Co., Ltd
CLOSED0119-119-100%$8.5K$0-$8.5K2026-10-29
Berbice Capital Management LLC
CLOSED0100-100-100%$7.1K$0-$7.1K2026-10-13
SRH Advisors, LLC
CLOSED080-80-100%$5.7K$0-$5.7K2026-10-22
Sims Investment Management, LLC
CLOSED070-70-100%$5.7K$0-$5.7K2026-10-13
Atlatl Advisers LLC
CLOSED050-50-100%$3.6K$0-$3.6K2026-10-22
Harbor Asset Planning, Inc.
CLOSED040-40-100%$2.9K$0-$2.9K2026-10-23
Navigoe, LLC
CLOSED01-1-100%$0$0$02026-11-04
Intact Investment Management Inc.
CLOSED000—$0$0$02026-11-03
Prairie Wealth Advisors, Inc.
UNCHANGED000—$1.3M$677.5K-$663.9K2026-10-29
BlackRock, Inc.
N/A—348,770,600-348,770,600-100%$24.9B———
Vanguard Capital Management LLC
N/A—275,026,936-275,026,936-100%$19.6B———
State Street Corp
N/A—180,129,582-180,129,582-100%$12.9B———
FMR LLC
N/A—135,937,268-135,937,268-100%$9.7B———
Invesco Ltd.
N/A—135,419,167-135,419,167-100%$9.7B———
Geode Capital Management, LLC
N/A—110,312,736-110,312,736-100%$7.8B———
Morgan Stanley
N/A—99,723,374-99,723,374-100%$7.1B———
Price T Rowe Associates Inc
N/A—93,578,816-93,578,816-100%$6.7B———
Capital World Investors
N/A—87,336,163-87,336,163-100%$6.2B———
Vanguard Portfolio Management LLC
N/A—75,056,512-75,056,512-100%$5.4B———
Capital Research Global Investors
N/A—68,701,246-68,701,246-100%$4.9B———
Norges Bank
N/A—57,951,405-57,951,405-100%$4.1B———
JPMorgan Chase & Co
N/A—44,322,490-44,322,490-100%$3.3B———
Northern Trust Corp
N/A—41,814,759-41,814,759-100%$3.0B———
Loomis Sayles & Co L P
N/A—40,017,462-40,017,462-100%$2.9B———
Goldman Sachs Group Inc
N/A—38,506,961-38,506,961-100%$2.7B———
Bank of America Corp
N/A—37,457,348-37,457,348-100%$2.7B———
Alliancebernstein L.P.
N/A—35,069,813-35,069,813-100%$3.4B———
Charles Schwab Investment Management Inc
N/A—33,723,951-33,723,951-100%$2.4B———
UBS Asset Management Americas LLC
N/A—31,183,400-31,183,400-100%$2.2B———
Bank of Montreal
N/A—30,878,034-30,878,034-100%$2.2B———
Wellington Management Group LLP
N/A—27,972,324-27,972,324-100%$2.0B———
Jennison Associates LLC
N/A—27,052,012-27,052,012-100%$1.9B———
Legal & General Group Plc
N/A—26,421,929-26,421,929-100%$1.9B———
Nuveen, LLC
N/A—25,980,127-25,980,127-100%$1.9B———
UBS Group AG
N/A—25,707,292-25,707,292-100%$1.8B———
Amundi
N/A—25,513,155-25,513,155-100%$1.8B———
Vanguard Fiduciary Trust Co
N/A—24,194,005-24,194,005-100%$1.7B———
American Century Companies Inc
N/A—22,424,271-22,424,271-100%$1.6B———
Royal Bank of Canada
N/A—21,666,541-21,666,541-100%$1.5B———
Fisher Asset Management, LLC
N/A—20,415,312-20,415,312-100%$1.5B———
Deutsche Bank Ag\
N/A—20,124,118-20,124,118-100%$1.4B———
Baillie Gifford & Co
N/A—16,173,823-16,173,823-100%$1.2B———
Clearbridge Investments, LLC
N/A—16,007,023-16,007,023-100%$1.1B———
Barclays PLC
N/A—15,599,832-15,599,832-100%$1.1B———
SRS Investment Management, LLC
N/A—15,184,530-15,184,530-100%$1.1B———
FIL Ltd
N/A—14,596,735-14,596,735-100%$1.0B———
Wells Fargo & Company
N/A—14,477,821-14,477,821-100%$1.0B———
Franklin Resources Inc
N/A—14,389,750-14,389,750-100%$1.0B———
Ameriprise Financial Inc
N/A—13,837,051-13,837,051-100%$986.0M———
Pershing Square Inc.
N/A—13,081,465-13,081,465-100%$934.0M———
Swiss National Bank
N/A—11,876,340-11,876,340-100%$848.0M———
Harris Associates L P
N/A—11,014,943-11,014,943-100%$786.5M———
Nordea Investment Management AB
N/A—10,382,920-10,382,920-100%$749.8M———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—10,350,004-10,350,004-100%$739.0M———
Victory Capital Management Inc
N/A—9,838,548-9,838,548-100%$702.5M———
National Pension Service
N/A—9,718,007-9,718,007-100%$693.9M———
Jupiter Topco LLC
N/A—9,710,107-9,710,107-100%$693.3M———
BNP Paribas Financial Markets
N/A—9,376,258-9,376,258-100%$669.5M———
Vanguard Global Advisers, LLC
N/A—9,081,239-9,081,239-100%$648.4M———
SG Americas Securities, LLC
N/A—8,953,967-8,953,967-100%$639.3M———
Raymond James Financial Inc
N/A—8,928,808-8,928,808-100%$637.5M———
Citadel Advisors LLC
N/A—8,842,099-8,842,099-100%$631.3M———
HSBC Holdings PLC
N/A—8,605,775-8,605,775-100%$616.9M———
Susquehanna International Group, LLP
N/A—8,537,436-8,537,436-100%$609.6M———
Canada Pension Plan Investment Board
N/A—8,464,738-8,464,738-100%$604.4M———
National Bank of Canada
N/A—8,381,907-8,381,907-100%$598.6M———
Vanguard Asset Management, Ltd
N/A—8,191,120-8,191,120-100%$584.8M———
LPL Financial LLC
N/A—7,988,817-7,988,817-100%$570.4M———
California Public Employees Retirement System
N/A—7,855,474-7,855,474-100%$560.9M———
Rhumbline Advisers
N/A—7,296,809-7,296,809-100%$521.0M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—7,142,388-7,142,388-100%$513.9M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—7,055,696-7,055,696-100%$503.8M———
Fundsmith LLP
N/A—6,990,345-6,990,345-100%$499.1M———
Neuberger Berman Group LLC
N/A—6,917,871-6,917,871-100%$494.0M———
Renaissance Technologies LLC
N/A—6,787,884-6,787,884-100%$484.7M———
Newlands Management Operations LLC
N/A—6,707,220-6,707,220-100%$478.9M———
California State Teachers Retirement System
N/A—6,427,657-6,427,657-100%$458.9M———
Canada Life Assurance Co
N/A—6,261,374-6,261,374-100%$446.2M———
Edgewood Management LLC
N/A—5,809,348-5,809,348-100%$414.8M———
Gardner Russo & Quinn LLC
N/A—5,710,088-5,710,088-100%$407.7M———
Schroder Investment Management Group
N/A—5,708,507-5,708,507-100%$407.6M———
Stifel Financial Corp
N/A—5,635,433-5,635,433-100%$402.4M———
Envestnet Asset Management Inc
N/A—5,449,012-5,449,012-100%$389.1M———
Sands Capital Management, LLC
N/A—5,336,614-5,336,614-100%$381.0M———
Allianz Asset Management GmbH
N/A—4,933,739-4,933,739-100%$352.3M———
Primecap Management Co
N/A—4,790,465-4,790,465-100%$342.0M———
Coatue Management LLC
N/A—4,710,420-4,710,420-100%$336.3M———
Natixis Advisors, LLC
N/A—4,658,045-4,658,045-100%$332.6M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—4,632,661-4,632,661-100%$332.3M———
New York State Common Retirement Fund
N/A—4,506,850-4,506,850-100%$321.8M———
Nomura Asset Management International Inc.
N/A—4,158,044-4,158,044-100%$296.9M———
Federated Hermes, Inc.
N/A—4,107,959-4,107,959-100%$293.3M———
Employees Provident Fund Board
N/A—4,000,000-4,000,000-100%$285.6M———
Gilder Gagnon Howe & Co LLC
N/A—3,999,216-3,999,216-100%$285.5M———
Aviva PLC
N/A—3,906,213-3,906,213-100%$278.9M———
First Trust Advisors LP
N/A—3,881,183-3,881,183-100%$277.1M———
Acadian Asset Management LLC
N/A—3,817,184-3,817,184-100%$272.5M———
Credit Agricole S A
N/A—3,731,420-3,731,420-100%$266.4M———
BNP Paribas Asset Management Holding S.A.
N/A—3,689,076-3,689,076-100%$263.4M———
State Board of Administration of Florida Retirement System
N/A—3,664,275-3,664,275-100%$261.6M———
APG Asset Management N.V.
N/A—3,643,985-3,643,985-100%$227.6M———
Adage Capital Partners GP, L.L.C.
N/A—3,602,330-3,602,330-100%$257.2M———
Marshall Wace, LLP
N/A—3,575,603-3,575,603-100%$255.3M———
Russell Investments Group, Ltd.
N/A—3,462,236-3,462,236-100%$248.8M———
Aberdeen Group plc
N/A—3,384,879-3,384,879-100%$241.7M———
TD Asset Management Inc
N/A—3,336,966-3,336,966-100%$238.3M———
Bessemer Group Inc
N/A—3,330,550-3,330,550-100%$237.8M———
Mariner, LLC
N/A—3,286,132-3,286,132-100%$234.7M———
Manufacturers Life Insurance Company, the
N/A—3,285,849-3,285,849-100%$234.6M———
Nomura Asset Management Co LTD
N/A—3,112,999-3,112,999-100%$222.3M———
Public Sector Pension Investment Board
N/A—3,058,498-3,058,498-100%$218.4M———
Korea Investment Corp
N/A—3,053,372-3,053,372-100%$218.0M———
Mitsubishi UFJ Trust & Banking Corp
N/A—2,908,829-2,908,829-100%$207.7M———
Danske Bank A/S
N/A—2,901,740-2,901,740-100%$207.2M———
Hudson Bay Capital Management LP
N/A—2,865,240-2,865,240-100%$204.6M———
Capital International Investors
N/A—2,855,650-2,855,650-100%$203.9M———
Handelsbanken Fonder AB
N/A—2,820,999-2,820,999-100%$201.4K———
Royal London Asset Management LTD
N/A—2,809,691-2,809,691-100%$200.6M———
Jupiter Asset Management LTD
N/A—2,806,929-2,806,929-100%$202.7M———
Prudential Financial Inc
N/A—2,793,384-2,793,384-100%$199.4M———
Tudor Investment Corp ET AL
N/A—2,674,789-2,674,789-100%$191.0M———
PFA Pension, Forsikringsaktieselskab
N/A—2,584,761-2,584,761-100%$184.6M———
Consulta Ltd
N/A—2,550,000-2,550,000-100%$182.1M———
Crake Asset Management LLP
N/A—2,541,660-2,541,660-100%$181.5M———
AQR Capital Management LLC
N/A—2,529,862-2,529,862-100%$180.6M———
Quantinno Capital Management LP
N/A—2,510,855-2,510,855-100%$179.3M———
D. E. Shaw & Co., Inc.
N/A—2,491,456-2,491,456-100%$177.9M———
Storebrand Asset Management AS
N/A—2,447,377-2,447,377-100%$174.7M———
Squarepoint Ops LLC
N/A—2,359,154-2,359,154-100%$168.4M———
SEI Investments Co
N/A—2,305,450-2,305,450-100%$164.6M———
State of Wisconsin Investment Board
N/A—2,261,921-2,261,921-100%$161.5M———
Caisse de Depot ET Placement DU Quebec
N/A—2,206,781-2,206,781-100%$157.6M———
Fundsmith Investment Services Ltd.
N/A—2,186,945-2,186,945-100%$156.1M———
Vanguard Investments Australia, Ltd.
N/A—2,148,625-2,148,625-100%$153.4M———
Arrowstreet Capital, Limited Partnership
N/A—2,136,987-2,136,987-100%$152.6M———
Treasurer of the State of North Carolina
N/A—2,134,636-2,134,636-100%$152.4M———
CIBC Bancorp USA Inc.
N/A—2,109,537-2,109,537-100%$150.5M———
Jane Street Group, LLC
N/A—2,105,110-2,105,110-100%$150.3M———
Gobi Capital LLC
N/A—2,084,109-2,084,109-100%$148.8M———
HighTower Advisors, LLC
N/A—2,081,767-2,081,767-100%$148.6M———
Chevy Chase Trust Holdings, LLC
N/A—2,058,604-2,058,604-100%$147.0M———
Bristol John W & Co Inc
N/A—2,012,889-2,012,889-100%$143.7M———
KLP Kapitalforvaltning AS
N/A—1,927,210-1,927,210-100%$137.6M———
Empower Advisory Group, LLC
N/A—1,924,471-1,924,471-100%$137.4M———
Huntington National Bank
N/A—1,914,596-1,914,596-100%$136.7M———
Erste Asset Management GmbH
N/A—1,871,392-1,871,392-100%$136.9M———
Bowie Capital Management, LLC
N/A—1,843,924-1,843,924-100%$131.7M———
Jones Financial Companies Lllp
N/A—1,831,660-1,831,660-100%$135.0M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—1,798,923-1,798,923-100%$128.4M———
Millennium Management LLC
N/A—1,760,995-1,760,995-100%$125.7M———
Eurizon Capital SGR S.p.A.
N/A—1,744,680-1,744,680-100%$125.7M———
Man Group plc
N/A—1,728,747-1,728,747-100%$123.4M———
Rockefeller Capital Management L.P.
N/A—1,707,432-1,707,432-100%$121.9M———
OFI Invest Asset Management
N/A—1,704,493-1,704,493-100%$106.6M———
Stonehage Fleming Financial Services Holdings Ltd
N/A—1,680,397-1,680,397-100%$120.0M———
Tidal Investments LLC
N/A—1,671,185-1,671,185-100%$119.3M———
Cetera Investment Advisers
N/A—1,670,006-1,670,006-100%$119.2M———
Susquehanna Advisors Group, Inc.
N/A—1,643,800-1,643,800-100%$117.4M———
Teacher Retirement System of Texas
N/A—1,633,499-1,633,499-100%$116.6M———
Public Employees Retirement System of Ohio
N/A—1,631,177-1,631,177-100%$116.5M———
Mercer Global Advisors Inc
N/A—1,609,269-1,609,269-100%$114.9M———
PNC Financial Services Group, Inc.
N/A—1,608,423-1,608,423-100%$114.8M———
Cerity Partners LLC
N/A—1,534,571-1,534,571-100%$109.6M———
Southpoint Capital Advisors LP
N/A—1,500,000-1,500,000-100%$107.1M———
Focus Partners Wealth
N/A—1,485,431-1,485,431-100%$106.1M———
Nykredit A/S
N/A—1,480,345-1,480,345-100%$105.7M———
CIBC World Market Inc.
N/A—1,476,405-1,476,405-100%$105.4M———
Douglass Winthrop Advisors, LLC
N/A—1,472,507-1,472,507-100%$105.1M———
Tredje Ap-fonden
N/A—1,471,060-1,471,060-100%$105.0M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—1,470,897-1,470,897-100%$105.5M———
State of Tennessee, Department of Treasury
N/A—1,461,959-1,461,959-100%$104.4M———
Toronto Dominion Bank
N/A—1,456,892-1,456,892-100%$104.0M———
Harding Loevner LP
N/A—1,451,884-1,451,884-100%$103.7M———
MML Investors Services, LLC
N/A—1,451,319-1,451,319-100%$103.6M———
CIBC Capital Markets (Europe) S.A.
N/A—1,440,030-1,440,030-100%$102.8M———
Lansforsakringar Fondforvaltning AB (publ)
N/A—1,439,096-1,439,096-100%$102.8M———
Captrust Financial Advisors
N/A—1,433,983-1,433,983-100%$102.4M———
DnB Asset Management AS
N/A—1,422,550-1,422,550-100%$101.6M———
ABN Amro Bank N.V.
N/A—1,421,750-1,421,750-100%$101.6M———
Rathbones Group PLC
N/A—1,409,073-1,409,073-100%$100.6M———
AustralianSuper Pty Ltd
N/A—1,394,013-1,394,013-100%$99.5M———
Woodline Partners LP
N/A—1,391,959-1,391,959-100%$99.4M———
Federation des caisses Desjardins du Quebec
N/A—1,389,538-1,389,538-100%$99.2M———
Osaic Holdings, Inc.
N/A—1,344,912-1,344,912-100%$96.0M———
Life Cycle Investment Partners Ltd
N/A—1,311,995-1,311,995-100%$93.7M———
Blair William & Co
N/A—1,285,481-1,285,481-100%$91.8M———
Nissay Asset Management Corp N
N/A—1,268,753-1,268,753-100%$90.6M———
Lazard Asset Management LLC
N/A—1,259,937-1,259,937-100%$90.0M———
DSM Capital Partners LLC
N/A—1,239,364-1,239,364-100%$88.5M———
Trexquant Investment LP
N/A—1,216,319-1,216,319-100%$86.8M———
Resona Asset Management Co.,Ltd.
N/A—1,208,285-1,208,285-100%$86.9M———
Janney Montgomery Scott LLC
N/A—1,194,835-1,194,835-100%$85.3M———
Altshuler Shaham Ltd
N/A—1,192,693-1,192,693-100%$85.2M———
Guggenheim Capital LLC
N/A—1,147,561-1,147,561-100%$81.9M———
MetLife Investment Management, LLC
N/A—1,127,890-1,127,890-100%$80.5M———
Van Eck Associates Corp
N/A—1,123,870-1,123,870-100%$80.2M———
Harvard Management Co Inc
N/A—1,104,000-1,104,000-100%$78.8M———
Baird Financial Group, Inc.
N/A—1,096,286-1,096,286-100%$78.3M———
Fred Alger Management, LLC
N/A—1,086,063-1,086,063-100%$77.5M———
Optiver Holding B.V.
N/A—1,049,340-1,049,340-100%$74.9M———
Voya Investment Management LLC
N/A—1,047,371-1,047,371-100%$74.8M———
Capitolis Liquid Global Markets LLC
N/A—1,032,280-1,032,280-100%$73.7M———
Rafferty Asset Management, LLC
N/A—1,015,742-1,015,742-100%$72.5M———
Empowered Funds, LLC
N/A—1,007,619-1,007,619-100%$71.9M———
Vinva Investment Management Ltd
N/A—997,937-997,937-100%$73.6M———
Massachusetts Financial Services Co
N/A—996,195-996,195-100%$71.8M———
Teewinot Capital Advisers, L.L.C.
N/A—987,648-987,648-100%$70.5M———
USS Investment Management Ltd
N/A—972,112-972,112-100%$69.4M———
Banco Santander, S.A.
N/A—969,566-969,566-100%$69.2M———
Vident Advisory, LLC
N/A—956,979-956,979-100%$68.3M———
Glenmede Trust Co NA
N/A—939,260-939,260-100%$67.1M———
Magellan Asset Management Ltd
N/A—931,061-931,061-100%$66.5M———
Unisphere Establishment
N/A—925,200-925,200-100%$66.1M———
Comgest Global Investors S.A.S.
N/A—918,975-918,975-100%$65.6M———
Nomura Holdings Inc
N/A—897,463-897,463-100%$64.1M———
Macquarie Group LTD
N/A—886,485-886,485-100%$63.3M———
Hamilton Capital Partners Inc.
N/A—879,189-879,189-100%$62.8M———
QRG Capital Management, Inc.
N/A—861,135-861,135-100%$61.5M———
Shelton Capital Management
N/A—853,146-853,146-100%$60.9M———
Teachers Retirement System of the State of Kentucky
N/A—839,093-839,093-100%$59.9M———
Gabelli Funds LLC
N/A—821,768-821,768-100%$58.7M———
Bowen Hanes & Co Inc
N/A—820,550-820,550-100%$78.9M———
Saudi Central Bank
N/A—811,207-811,207-100%$56.7M———
Pathstone Holdings, LLC
N/A—810,026-810,026-100%$58.0M———
GTS Securities LLC
N/A—790,640-790,640-100%$56.5M———
Two Sigma Investments, LP
N/A—786,200-786,200-100%$56.1M———
Aquatic Capital Management LLC
N/A—785,172-785,172-100%$56.1M———
Sanctuary Advisors, LLC
N/A—777,821-777,821-100%$55.5M———
Pacer Advisors, Inc.
N/A—770,395-770,395-100%$55.0M———
Wealthfront Advisers LLC
N/A—769,128-769,128-100%$54.9M———
Milford Funds LTD
N/A—768,519-768,519-100%$54.9M———
LOS Angeles Capital Management LLC
N/A—751,281-751,281-100%$53.6M———
Kingsview Wealth Management, LLC
N/A—749,512-749,512-100%$53.5M———
Silvant Capital Management LLC
N/A—749,271-749,271-100%$53.5M———
O'shaughnessy Asset Management, LLC
N/A—745,140-745,140-100%$53.2M———
Brown Advisory Inc
N/A—741,812-741,812-100%$53.0M———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—738,770-738,770-100%$52.8M———
LGT Capital Partners Ltd.
N/A—736,313-736,313-100%$52.6M———
Pinebridge Investments LLC
N/A—727,303-727,303-100%$51.9M———
Groupe la Francaise
N/A—720,653-720,653-100%$51.4M———
1832 Asset Management L.P.
N/A—718,084-718,084-100%$51.3M———
Capital International Sarl
N/A—709,205-709,205-100%$50.6M———
Vanguard Personalized Indexing Management, LLC
N/A—701,797-701,797-100%$50.1M———
Clear Street Group Inc.
N/A—672,896-672,896-100%$48.0M———
Elo Mutual Pension Insurance Co
N/A—667,455-667,455-100%$47.7M———
Commerce Bank
N/A—667,253-667,253-100%$47.6M———
Northwestern Mutual Wealth Management Co
N/A—666,865-666,865-100%$47.6M———
Thornburg Investment Management Inc
N/A—665,548-665,548-100%$47.5M———
Nan Shan Life Insurance Co., Ltd.
N/A—665,142-665,142-100%$47.5M———
DigitalBridge Group, Inc.
N/A—657,444-657,444-100%$46.9M———
Keel Point, LLC
N/A—643,275-643,275-100%$45.9M———
Varma Mutual Pension Insurance Co
N/A—641,950-641,950-100%$45.8M———
Bank of Nova Scotia
N/A—638,094-638,094-100%$45.6M———
Utah Retirement Systems
N/A—637,034-637,034-100%$45.5M———
British Columbia Investment Management Corp
N/A—631,445-631,445-100%$45.1M———
Mediolanum International Funds Ltd
N/A—630,392-630,392-100%$46.5M———
Police & Firemen's Retirement System of New Jersey
N/A—629,624-629,624-100%$45.0M———
MAI Capital Management
N/A—624,031-624,031-100%$44.6M———
NewEdge Advisors, LLC
N/A—621,731-621,731-100%$44.4M———
Gotham Asset Management, LLC
N/A—618,766-618,766-100%$44.2M———
Ilmarinen Mutual Pension Insurance Co
N/A—617,037-617,037-100%$44.1M———
Balyasny Asset Management L.P.
N/A—606,225-606,225-100%$43.3M———
Zurich Insurance Group Ltd
N/A—597,844-597,844-100%$42.7M———
Steward Partners Investment Advisory, LLC
N/A—590,348-590,348-100%$42.2M———
Summitry LLC
N/A—584,309-584,309-100%$41.7M———
Qube Research & Technologies Ltd
N/A—584,132-584,132-100%$41.7M———
EP Wealth Advisors, LLC
N/A—567,187-567,187-100%$40.5M———
ING Groep NV
N/A—543,995-543,995-100%$38.8M———
NewEdge Wealth, LLC
N/A—543,390-543,390-100%$38.8M———
AE Wealth Management LLC
N/A—535,729-535,729-100%$38.3M———
Public Employees Retirement Association of Colorado
N/A—533,740-533,740-100%$38.1M———
Capstone Investment Advisors, LLC
N/A—529,559-529,559-100%$37.8M———
Artisan Partners Limited Partnership
N/A—517,119-517,119-100%$36.9M———
Whittier Trust Co
N/A—498,803-498,803-100%$37.9M———
Danica Pension, Livsforsikringsaktieselskab
N/A—496,549-496,549-100%$35.5M———
DF Dent & Co Inc
N/A—484,617-484,617-100%$34.6M———
Zacks Investment Management
N/A—476,216-476,216-100%$34.0M———
Andra Ap-fonden
N/A—469,050-469,050-100%$33.5M———
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
N/A—465,694-465,694-100%$33.3M———
Logan Capital Management Inc
N/A—465,359-465,359-100%$33.2M———
Intech Investment Management LLC
N/A—462,342-462,342-100%$33.0M———
Capital International, Inc.
N/A—459,458-459,458-100%$32.8M———
Grace & Mercy Foundation, Inc.
N/A—459,190-459,190-100%$32.8M———
Advisors Capital Management, LLC
N/A—452,890-452,890-100%$32.3M———
LBP AM SA
N/A—444,036-444,036-100%$31.7M———
Investment Management Corp of Ontario
N/A—434,700-434,700-100%$31.0M———
Parallax Volatility Advisers, L.P.
N/A—426,514-426,514-100%$30.5M———
Prudential PLC
N/A—420,791-420,791-100%$30.0M———
Venator Management LLC
N/A—418,675-418,675-100%$29.9M———
IEQ Capital, LLC
N/A—418,220-418,220-100%$29.9M———
Norinchukin Bank, The
N/A—416,806-416,806-100%$29.8M———
Cornerstone Advisors, LLC
N/A—411,281-411,281-100%$29.4M———
CI Investments Inc.
N/A—407,901-407,901-100%$29.1M———
&partners
N/A—405,813-405,813-100%$29.0M———
Rule One Partners, LLC
N/A—405,000-405,000-100%$29.9M———
XTX Topco Ltd
N/A—403,127-403,127-100%$28.8M———
Dixon Mitchell Investment Counsel Inc.
N/A—397,083-397,083-100%$28.4M———
Private Advisor Group, LLC
N/A—390,804-390,804-100%$27.9M———
Fiera Capital Corp
N/A—389,542-389,542-100%$27.8M———
Harvest Fund Management Co., Ltd
N/A—388,034-388,034-100%$27.7M———
Trillium Asset Management, LLC
N/A—385,626-385,626-100%$27.5M———
Bridgeway Capital Management, LLC
N/A—384,611-384,611-100%$27.5M———
Skye Global Management LP
N/A—382,000-382,000-100%$27.3M———
ST Germain D J Co Inc
N/A—381,115-381,115-100%$27.2M———
Mufg Securities Emea plc
N/A—377,950-377,950-100%$27.0M———
Quadrature Capital Ltd
N/A—377,460-377,460-100%$27.0M———
Walleye Capital LLC
N/A—376,133-376,133-100%$26.9M———
Rheos Capital Works Inc.
N/A—375,000-375,000-100%$26.8M———
Peregrine Capital Management LLC
N/A—373,591-373,591-100%$26.7M———
EFG International AG
N/A—373,481-373,481-100%$26.7M———
MAR Vista Investment Partners LLC
N/A—371,863-371,863-100%$26.6M———
Scotia Capital Inc.
N/A—364,654-364,654-100%$26.0M———
Capital International LTD
N/A—364,114-364,114-100%$26.0M———
United Capital Financial Advisors, LLC
N/A—359,212-359,212-100%$25.6M———
M&T Bank Corp
N/A—359,205-359,205-100%$25.6M———
Allstate Corp
N/A—359,190-359,190-100%$25.6M———
Edmond de Rothschild Holding S.A.
N/A—358,528-358,528-100%$25.6M———
PBU - The Pension Fund of Early Childhood & Youth Educators
N/A—356,739-356,739-100%$25.5M———
Insigneo Advisory Services, LLC
N/A—354,981-354,981-100%$25.3M———
CapitalatWork S.A.
N/A—354,600-354,600-100%$25.3M———
T. Rowe Price Investment Management, Inc.
N/A—353,142-353,142-100%$25.2M———
Klingenstein Fields & Co LP
N/A—350,343-350,343-100%$25.0M———
Cresset Asset Management, LLC
N/A—346,044-346,044-100%$24.7M———
Aptus Capital Advisors, LLC
N/A—344,108-344,108-100%$24.6M———
Renaissance Group LLC
N/A—341,784-341,784-100%$24.4M———
Envestnet Portfolio Solutions, Inc.
N/A—340,601-340,601-100%$24.3M———
Groupama Asset Managment
N/A—336,885-336,885-100%$24.8M———
Mizuho Securities USA LLC
N/A—329,658-329,658-100%$23.5M———
Phoenix Asset Management Partners Ltd
N/A—329,210-329,210-100%$23.5M———
Tocqueville Asset Management L.P.
N/A—326,320-326,320-100%$23.3M———
Oddo BHF Asset Management SAS
N/A—321,809-321,809-100%$23.0M———
Omers Administration Corp
N/A—319,669-319,669-100%$22.8M———
Itau Unibanco Holding S.A.
N/A—317,713-317,713-100%$22.7M———
Arax Advisory Partners
N/A—311,654-311,654-100%$22.3M———
Savant Capital, LLC
N/A—309,702-309,702-100%$24.6M———
Alta Park Capital, LP
N/A—309,505-309,505-100%$22.1M———
Cantor Fitzgerald, L. P.
N/A—308,555-308,555-100%$22.0M———
Davis R M Inc
N/A—308,217-308,217-100%$22.0M———
Tiaa Wealth Investment Management LLC
N/A—307,431-307,431-100%$22.0M———
Cumberland Partners Ltd
N/A—302,802-302,802-100%$21.6M———
ThornTree Capital Partners LP
N/A—300,810-300,810-100%$21.5M———
Ogborne Capital Management, LLC
N/A—300,000-300,000-100%$21.4M———
CCM Investment Advisers LLC
N/A—296,709-296,709-100%$21.2M———
LGT Group Foundation
N/A—296,676-296,676-100%$21.2M———
Callan Family Office, LLC
N/A—295,587-295,587-100%$21.1M———
Aristotle Atlantic Partners, LLC
N/A—294,635-294,635-100%$21.0M———
Evelyn Partners Group Ltd
N/A—292,561-292,561-100%$20.9M———
Westfield Capital Management Co LP
N/A—290,833-290,833-100%$20.8M———
Virtu Financial LLC
N/A—289,927-289,927-100%$20.7M———
Bridges Investment Management Inc
N/A—288,995-288,995-100%$20.6M———
Beacon Pointe Advisors, LLC
N/A—287,167-287,167-100%$20.5M———
UMB Bank, n.a.
N/A—286,495-286,495-100%$20.5M———
Hantz Financial Services, Inc.
N/A—283,924-283,924-100%$20.3M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—283,674-283,674-100%$20.3M———
Merit Financial Group, LLC
N/A—282,703-282,703-100%$20.2M———
Blue Sparrow, LLC
N/A—281,980-281,980-100%$20.1M———
Harvest Portfolios Group Inc.
N/A—279,588-279,588-100%$20.0M———
Orion Porfolio Solutions, LLC
N/A—277,093-277,093-100%$19.8M———
Quinn Opportunity Partners LLC
N/A—276,603-276,603-100%$19.7M———
Greenlea Lane Capital Management, LLC
N/A—275,835-275,835-100%$19.7M———
Commerzbank Aktiengesellschaft
N/A—274,559-274,559-100%$19.6M———
Ingalls & Snyder LLC
N/A—272,678-272,678-100%$19.5M———
Trans-Canada Capital Inc.
N/A—272,240-272,240-100%$19.4M———
Ossiam
N/A—269,084-269,084-100%$19.2M———
Triglav Investments, D.O.O.
N/A—268,233-268,233-100%$19.2M———
Kentucky Retirement Systems
N/A—267,555-267,555-100%$19.1M———
Segall Bryant & Hamill, LLC
N/A—266,280-266,280-100%$19.0M———
Avalon Trust Co
N/A—264,958-264,958-100%$18.9M———
Iron Gate Global Advisors LLC
N/A—259,047-259,047-100%$18.5M———
Ameritas Investment Partners, Inc.
N/A—257,530-257,530-100%$18.4M———
Polar Asset Management Partners Inc.
N/A—250,950-250,950-100%$17.9M———
WCG Wealth Advisors LLC
N/A—248,866-248,866-100%$17.8M———
Capital Wealth Planning, LLC
N/A—247,407-247,407-100%$17.7M———
Allworth Financial LP
N/A—246,954-246,954-100%$17.6M———
CSM Advisors, LLC
N/A—246,484-246,484-100%$17.6M———
Atlantic Union Bankshares Corp
N/A—244,055-244,055-100%$17.4M———
Dnca Finance
N/A—236,350-236,350-100%$16.9M———
Hancock Whitney Corp
N/A—232,182-232,182-100%$16.6M———
Brevan Howard Capital Management LP
N/A—231,722-231,722-100%$16.5M———
Lombard Odier Asset Management (Switzerland) SA
N/A—230,632-230,632-100%$16.5M———
Baker Avenue Asset Management, LP
N/A—225,861-225,861-100%$16.1M———
Bogart Wealth, LLC
N/A—225,466-225,466-100%$16.1M———
ARK Investment Management LLC
N/A—224,871-224,871-100%$16.1M———
Goodman Financial Corp
N/A—223,980-223,980-100%$16.0M———
Nicola Wealth Management Ltd.
N/A—222,700-222,700-100%$15.9M———
Canada Post Corp Registered Pension Plan
N/A—219,771-219,771-100%$15.7M———
Warther Private Wealth, LLC
N/A—218,150-218,150-100%$15.6M———
Sycale Advisors (NY) LLC
N/A—217,673-217,673-100%$15.5M———
Peak6 LLC
N/A—216,728-216,728-100%$15.5M———
Advisory Services Network, LLC
N/A—214,289-214,289-100%$15.3M———
Independent Advisor Alliance
N/A—213,561-213,561-100%$15.2M———
Global Retirement Partners, LLC
N/A—213,406-213,406-100%$15.2M———
Sequoia Financial Advisors, LLC
N/A—212,622-212,622-100%$15.2M———
Whittier Trust Co of Nevada Inc
N/A—210,393-210,393-100%$16.0M———
Private Advisory Group LLC
N/A—209,494-209,494-100%$15.0M———
Stratos Wealth Partners, Ltd.
N/A—208,110-208,110-100%$14.9M———
Summit Financial, LLC
N/A—207,446-207,446-100%$14.8M———
Allianz SE
N/A—204,612-204,612-100%$14.6M———
Boothbay Fund Management, LLC
N/A—202,576-202,576-100%$14.5M———
Laird Norton Wetherby Trust Company, LLC
N/A—202,278-202,278-100%$14.4M———
Twin Tree Management, LP
N/A—202,050-202,050-100%$14.4M———
Pinnacle Financial Partners, Inc.
N/A—201,170-201,170-100%$14.4M———
Benjamin Edwards Inc
N/A—199,874-199,874-100%$14.3M———
Horizon Investments, LLC
N/A—196,045-196,045-100%$14.0M———
Equitable Holdings, Inc.
N/A—195,115-195,115-100%$13.9M———
E Fund Management Co., Ltd.
N/A—194,883-194,883-100%$13.9M———
Clark Capital Management Group, Inc.
N/A—194,836-194,836-100%$13.9M———
HM Payson & Co
N/A—194,145-194,145-100%$13.9M———
Hancock Prospecting Pty Ltd
N/A—194,000-194,000-100%$13.9M———
Amova Asset Management Americas, Inc.
N/A—191,270-191,270-100%$13.7M———
BLI - Banque de Luxembourg Investments
N/A—191,000-191,000-100%$14.1M———
Metis Global Partners, LLC
N/A—189,579-189,579-100%$13.5M———
Panagora Asset Management Inc
N/A—187,741-187,741-100%$13.4M———
Rosenblum Silverman Sutton S F Inc
N/A—186,495-186,495-100%$13.3M———
Islander Capital Partners, L.P.
N/A—185,828-185,828-100%$13.3M———
Manchester Global Management (UK) Ltd
N/A—185,500-185,500-100%$13.2M———
CastleKnight Management LP
N/A—183,820-183,820-100%$13.1M———
Peapack Gladstone Financial Corp
N/A—182,878-182,878-100%$13.0M———
Knuff & Co LLC
N/A—182,592-182,592-100%$13.0M———
Vestcor Inc
N/A—182,485-182,485-100%$13.0M———
Arkadios Wealth Advisors
N/A—181,033-181,033-100%$12.9M———
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
N/A—181,004-181,004-100%$12.9M———
Purpose Unlimited Inc.
N/A—180,761-180,761-100%$12.9M———
One Capital Management, LLC
N/A—180,468-180,468-100%$17.4M———
Caprock Group, LLC
N/A—180,275-180,275-100%$12.9M———
Atika Capital Management LLC
N/A—180,000-180,000-100%$12.9M———
Integrated Wealth Concepts LLC
N/A—178,827-178,827-100%$12.8M———
Trajan Wealth LLC
N/A—177,567-177,567-100%$12.7M———
Systematic Alpha Investments, LLC
N/A—177,079-177,079-100%$12.6M———
Coldstream Capital Management Inc
N/A—176,689-176,689-100%$12.6M———
Mirova
N/A—175,462-175,462-100%$12.5M———
OAK Associates LTD
N/A—175,000-175,000-100%$12.5M———
VAN Lanschot Kempen Investment Management N.V.
N/A—174,500-174,500-100%$12.5M———
Rothschild Investment LLC
N/A—173,169-173,169-100%$12.4M———
Conway Capital Management, Inc.
N/A—172,510-172,510-100%$12.3M———
Daiichi Life Insurance Co., Ltd.
N/A—171,206-171,206-100%$12.2M———
Gamco Investors, Inc. ET AL
N/A—170,903-170,903-100%$12.2M———
Waverly Advisors, LLC
N/A—170,176-170,176-100%$12.2M———
One Madison Group LLC
N/A—170,000-170,000-100%$12.1M———
Jacobson & Schmitt Advisors, LLC
N/A—169,056-169,056-100%$12.1M———
RiverFront Investment Group, LLC
N/A—169,054-169,054-100%$12.1M———
Vestmark Advisory Solutions, Inc.
N/A—168,179-168,179-100%$12.0M———
S-Bank Fund Management Ltd
N/A—166,159-166,159-100%$11.9M———
Stephens Inc
N/A—165,525-165,525-100%$11.8M———
LGT Fund Management Co Ltd.
N/A—163,665-163,665-100%$11.7M———
Great Valley Advisor Group, Inc.
N/A—162,925-162,925-100%$11.6M———
Tenzing Global Management, LLC
N/A—162,500-162,500-100%$11.6M———
Centiva Capital, LP
N/A—160,318-160,318-100%$11.4M———
South Dakota Investment Council
N/A—158,099-158,099-100%$11.3M———
Mutual Advisors, LLC
N/A—157,985-157,985-100%$11.3M———
Advocacy Wealth Management, LLC
N/A—156,583-156,583-100%$11.2M———
Callahan Advisors, LLC
N/A—151,451-151,451-100%$10.8M———
Great Lakes Advisors, LLC
N/A—151,221-151,221-100%$10.8M———
Empirical Finance, LLC
N/A—151,066-151,066-100%$10.8M———
Dock Street Asset Management Inc
N/A—150,995-150,995-100%$10.8M———
LMR Partners LLP
N/A—148,622-148,622-100%$10.6M———
Weitz Investment Management, Inc.
N/A—147,200-147,200-100%$10.5M———
Marex Group Ltd
N/A—145,026-145,026-100%$10.4M———
Choate Investment Advisors
N/A—144,421-144,421-100%$10.3M———
Silvercrest Asset Management Group LLC
N/A—142,218-142,218-100%$10.2M———
Bluespring Wealth Management, LLC
N/A—141,791-141,791-100%$10.1M———
Snowden Capital Advisors LLC
N/A—140,987-140,987-100%$10.1M———
Centaurus Financial, Inc.
N/A—140,565-140,565-100%$10.0M———
Bleakley Financial Group, LLC
N/A—139,800-139,800-100%$10.0M———
SIT Investment Associates Inc
N/A—139,635-139,635-100%$10.0M———
Principal Securities, Inc.
N/A—138,632-138,632-100%$9.9M———
Clare Market Investments LLC
N/A—136,890-136,890-100%$9.8M———
Northwest & Ethical Investments L.P.
N/A—136,591-136,591-100%$9.8M———
Northwestern Mutual Investment Management Company, LLC
N/A—135,005-135,005-100%$9.6M———
Osmosis Investment Management UK Ltd
N/A—134,798-134,798-100%$9.6M———
Group One Trading LLC
N/A—133,424-133,424-100%$9.5M———
Caisse DES Depots ET Consignations
N/A—132,609-132,609-100%$9.5M———
Dakota Wealth Management
N/A—132,279-132,279-100%$9.4M———
Concord Investment Counsel Inc.
N/A—130,572-130,572-100%$9.3M———
Siemens Fonds Invest GmbH
N/A—130,493-130,493-100%$9.3M———
Westerkirk Capital Inc.
N/A—129,267-129,267-100%$9.2M———
Stratos Investment Management, LLC
N/A—128,334-128,334-100%$9.2M———
AlpenGlobal Capital LLC
N/A—127,931-127,931-100%$9.1M———
Robinhood Asset Management, LLC
N/A—127,559-127,559-100%$9.1M———
Atmos Capital Gestao de Recursos Ltda.
N/A—127,225-127,225-100%$9.1M———
Krane Funds Advisors LLC
N/A—127,211-127,211-100%$9.1M———
Seaview Investment Managers LLC
N/A—127,021-127,021-100%$9.1M———
Mufg Securities Americas Inc.
N/A—126,824-126,824-100%$9.1M———
Zevin Asset Management LLC
N/A—126,496-126,496-100%$9.0M———
Strategic Global Advisors, LLC
N/A—125,530-125,530-100%$9.0M———
Summit Trail Advisors, LLC
N/A—122,685-122,685-100%$8.8M———
Composition Wealth, LLC
N/A—122,625-122,625-100%$8.8M———
Erste Towarzystwo Funduszy Inwestycyjnych S.A.
N/A—122,460-122,460-100%$8.7M———
Motco
N/A—122,371-122,371-100%$8.7M———
Sirios Capital Management L P
N/A—121,116-121,116-100%$8.6M———
Myda Advisors LLC
N/A—120,000-120,000-100%$8.6M———
Advisors Asset Management, Inc.
N/A—117,930-117,930-100%$8.4M———
Walleye Trading LLC
N/A—114,808-114,808-100%$8.2M———
Knollwood Investment Advisory, LLC
N/A—113,260-113,260-100%$8.1M———
Eurizon SLJ Capital Ltd
N/A—112,680-112,680-100%$8.0M———
PFG Investments, LLC
N/A—112,450-112,450-100%$8.0M———
Securian Asset Management, Inc
N/A—111,894-111,894-100%$7.7M———
BFC Planning, Inc.
N/A—111,804-111,804-100%$8.0M———
SVB Wealth LLC
N/A—111,394-111,394-100%$8.0M———
Kentucky Retirement Systems Insurance Trust Fund
N/A—111,031-111,031-100%$7.9M———
Freestone Capital Holdings, LLC
N/A—109,946-109,946-100%$7.9M———
Belpointe Asset Management LLC
N/A—109,640-109,640-100%$7.8M———
DJE Kapital AG
N/A—109,228-109,228-100%$9.1M———
Clearstead Advisors, LLC
N/A—109,172-109,172-100%$7.8M———
Fortis Capital Management LLC
N/A—109,085-109,085-100%$7.8M———
Meeder Advisory Services, Inc.
N/A—108,004-108,004-100%$7.7M———
Hillsdale Investment Management Inc.
N/A—106,830-106,830-100%$7.6M———
Ravenswood Partners LP
N/A—106,441-106,441-100%$7.6M———
Providence Capital Advisors, LLC
N/A—104,820-104,820-100%$7.5M———
TCW Group Inc
N/A—103,620-103,620-100%$7.4M———
Denali Advisors LLC
N/A—103,210-103,210-100%$7.4M———
BTC Capital Management, Inc.
N/A—102,769-102,769-100%$7.3M———
Hardman Johnston Global Advisors LLC
N/A—102,740-102,740-100%$7.3M———
Level Four Advisory Services, LLC
N/A—102,001-102,001-100%$7.3M———
Zweig-DiMenna Associates LLC
N/A—101,000-101,000-100%$7.2M———
Boston Family Office LLC
N/A—100,764-100,764-100%$7.2M———
Brown Brothers Harriman & Co
N/A—100,367-100,367-100%$7.2M———
Texas Yale Capital Corp.
N/A—100,100-100,100-100%$7.1M———
Ally Financial Inc.
N/A—100,000-100,000-100%$7.1M———
CreativeOne Wealth, LLC
N/A—98,751-98,751-100%$7.1M———
Titan Investment Solutions Ltd
N/A—97,175-97,175-100%$6.9M———
F/m Investments LLC
N/A—95,626-95,626-100%$6.8M———
Alight Capital Management LP
N/A—95,500-95,500-100%$6.8M———
Colonial Trust Advisors
N/A—94,575-94,575-100%$6.8M———
Impax Asset Management Group plc
N/A—94,427-94,427-100%$6.7M———
Azimuth Capital Investment Management LLC
N/A—92,384-92,384-100%$6.6M———
DRW Securities, LLC
N/A—92,374-92,374-100%$6.6M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—92,204-92,204-100%$6.6M———
Wealthspire Advisors, LLC
N/A—92,136-92,136-100%$6.6M———
New Age Alpha Advisors, LLC
N/A—91,599-91,599-100%$6.5M———
Liontrust Investment Partners LLP
N/A—90,717-90,717-100%$6.5M———
Dunhill Financial, LLC
N/A—90,631-90,631-100%$6.5M———
Zuckerman Investment Group, LLC
N/A—90,624-90,624-100%$6.5M———
Campbell Capital Management Inc
N/A—90,510-90,510-100%$6.5M———
Kesler, Norman & Wride, LLC
N/A—89,591-89,591-100%$6.4M———
Titan Wealth (CI) Ltd
N/A—89,435-89,435-100%$6.4M———
World Investment Advisors
N/A—89,391-89,391-100%$8.3M———
Ellevest, Inc.
N/A—88,690-88,690-100%$7.5M———
Stamos Capital Partners, L.P.
N/A—88,203-88,203-100%$6.3M———
IHT Wealth Management, LLC
N/A—87,037-87,037-100%$6.2M———
NorthCoast Asset Management LLC
N/A—86,765-86,765-100%$6.2M———
First National Bank of Omaha
N/A—86,429-86,429-100%$6.3M———
Westwood Holdings Group Inc
N/A—86,330-86,330-100%$6.2M———
Alerus Financial NA
N/A—85,867-85,867-100%$6.1M———
Banque Cantonale Vaudoise
N/A—85,180-85,180-100%$6.1M———
First Long Island Investors, LLC
N/A—84,008-84,008-100%$6.0M———
Bridgewater Advisors Inc.
N/A—83,854-83,854-100%$6.1M———
Annandale Capital, LLC
N/A—82,719-82,719-100%$5.9M———
Pine Valley Investments Ltd Liability Co
N/A—82,647-82,647-100%$5.9M———
Savvy Advisors, Inc.
N/A—81,312-81,312-100%$5.8M———
Canal Capital Management, LLC
N/A—81,048-81,048-100%$5.8M———
Te Ahumairangi Investment Management Ltd
N/A—80,840-80,840-100%$5.8M———
Cvfg LLC
N/A—80,110-80,110-100%$5.7M———
Proactive Wealth Strategies LLC
N/A—79,944-79,944-100%$5.7M———
Western Wealth Management, LLC
N/A—79,923-79,923-100%$5.7M———
Capital Group Investment Management Pte. Ltd.
N/A—79,184-79,184-100%$5.7M———
Cape COD Five Cents Savings Bank
N/A—78,140-78,140-100%$5.6M———
Act Two Investors LLC
N/A—77,907-77,907-100%$5.6M———
Verition Fund Management LLC
N/A—77,419-77,419-100%$5.5M———
Tower Research Capital LLC (TRC)
N/A—77,390-77,390-100%$5.5M———
Martingale Asset Management L P
N/A—76,873-76,873-100%$5.5M———
Amica Mutual Insurance Co
N/A—76,519-76,519-100%$5.5M———
Moneta Group Investment Advisors LLC
N/A—76,362-76,362-100%$5.5M———
Weiss Asset Management LP
N/A—76,066-76,066-100%$5.4M———
Capital Advisors Inc
N/A—74,635-74,635-100%$5.3M———
Bragg Financial Advisors, Inc
N/A—74,498-74,498-100%$5.3M———
Argent Trust Co
N/A—74,471-74,471-100%$5.3M———
Akuna Securities LLC
N/A—73,970-73,970-100%$5.3M———
Syon Capital LLC
N/A—73,127-73,127-100%$5.2M———
Lavaca Capital LLC
N/A—72,940-72,940-100%$5.2M———
Osborne Partners Capital Management, LLC
N/A—72,214-72,214-100%$5.2M———
Smartleaf Asset Management LLC
N/A—71,554-71,554-100%$5.3M———
Phoenix Financial Ltd.
N/A—71,214-71,214-100%$5.1M———
Anchor Investment Management, LLC
N/A—71,185-71,185-100%$5.1M———
Cloverfields Capital Group, LP
N/A—70,078-70,078-100%$5.0M———
Meiji Yasuda Asset Management Co Ltd.
N/A—70,012-70,012-100%$5.0M———
Compass Rose Asset Management, LP
N/A—70,000-70,000-100%$5.0M———
Westerly Capital Management, LLC
N/A—70,000-70,000-100%$5.0M———
Ballentine Partners, LLC
N/A—69,889-69,889-100%$5.0M———
Icici Prudential Asset Management Co Ltd
N/A—69,635-69,635-100%$5.0M———
Harvey Capital Management Inc
N/A—68,865-68,865-100%$4.9M———
Pallas Capital Advisors LLC
N/A—68,824-68,824-100%$4.9M———
Quest Investment Management LLC
N/A—68,624-68,624-100%$4.9M———
Polen Capital Management LLC
N/A—68,139-68,139-100%$4.9M———
Emerald Investment Advisers, LLC
N/A—68,023-68,023-100%$4.9M———
Natixis
N/A—67,710-67,710-100%$4.8M———
Diversified Trust Co
N/A—67,614-67,614-100%$4.8M———
Engineers Gate Manager LP
N/A—67,520-67,520-100%$4.8M———
Crestwood Capital Management, L.P.
N/A—67,494-67,494-100%$4.8M———
Selkirk Management LLC
N/A—67,300-67,300-100%$4.8M———
Gladstone Institutional Advisory LLC
N/A—66,257-66,257-100%$4.7M———
Arvest Bank Trust Division
N/A—65,386-65,386-100%$4.7M———
TFR Capital, Llc.
N/A—65,339-65,339-100%$4.7M———
Blackhawk Capital Partners, LLC
N/A—65,180-65,180-100%$4.7M———
Focus Partners Advisor Solutions, LLC
N/A—64,982-64,982-100%$4.6M———
Infusive Asset Management Inc.
N/A—64,089-64,089-100%$4.6M———
WealthShield Partners, LLC
N/A—63,749-63,749-100%$4.6M———
Prospect Hill Management, LLC
N/A—63,514-63,514-100%$4.5M———
Wesleyan Assurance Society
N/A—63,410-63,410-100%$4.5M———
Oversea-Chinese Banking Corp Ltd
N/A—62,933-62,933-100%$4.5M———
Simmons Bank
N/A—62,431-62,431-100%$4.5M———
Banque Transatlantique SA
N/A—62,189-62,189-100%$4.5M———
Financial Engines Advisors L.L.C.
N/A—61,946-61,946-100%$4.4M———
Harbour Investments, Inc.
N/A—61,565-61,565-100%$4.4M———
Nutshell Asset Management Ltd
N/A—61,380-61,380-100%$4.4M———
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
N/A—61,276-61,276-100%$4.4M———
Caption Management, LLC
N/A—61,100-61,100-100%$4.4M———
Roundview Capital LLC
N/A—61,078-61,078-100%$4.4M———
Fiduciary Trust Co
N/A—60,274-60,274-100%$4.3M———
Eagle Capital Management LLC
N/A—60,230-60,230-100%$4.3M———
HBK Sorce Advisory LLC
N/A—60,158-60,158-100%$4.5M———
Onex Canada Asset Management Inc.
N/A—59,772-59,772-100%$4.3M———
KKM Financial LLC
N/A—59,744-59,744-100%$4.3M———
Mmbg Investment Advisors Co.
N/A—59,627-59,627-100%$4.3M———
IKE Capital, LLC
N/A—58,832-58,832-100%$4.2M———
Howard Hughes Medical Institute
N/A—58,670-58,670-100%$4.2M———
OneDigital Investment Advisors LLC
N/A—58,448-58,448-100%$4.2M———
First Foundation Advisors
N/A—57,758-57,758-100%$4.1M———
Voleon Capital Management LP
N/A—57,698-57,698-100%$4.1M———
Twin Lakes Capital Management, LLC
N/A—57,624-57,624-100%$4.1M———
NorthRock Partners, LLC
N/A—57,161-57,161-100%$4.1M———
Rice Partnership, LLC
N/A—56,893-56,893-100%$4.1M———
Townsquare Capital LLC
N/A—56,780-56,780-100%$4.1M———
Westpac Banking Corp
N/A—56,365-56,365-100%$4.0M———
Baader Bank Aktiengesellschaft
N/A—56,298-56,298-100%$4.0M———
HighPoint Advisor Group LLC
N/A—55,473-55,473-100%$4.0M———
Conscious Wealth Investments, LLC
N/A—55,409-55,409-100%$3.8M———
Winch Advisory Services, LLC
N/A—54,556-54,556-100%$3.9M———
Manhattan West Asset Management, LLC
N/A—54,304-54,304-100%$3.9M———
Legato Capital Management LLC
N/A—54,260-54,260-100%$3.9M———
Scholtz & Company, LLC
N/A—54,213-54,213-100%$3.9M———
Advisory Alpha, LLC
N/A—54,000-54,000-100%$3.9M———
Opal Capital LLC
N/A—53,783-53,783-100%$3.8M———
Citizens Business Bank
N/A—53,443-53,443-100%$3.8M———
Castlefield Investment Partners LLP
N/A—52,947-52,947-100%$3.8M———
Libra Wealth LLC
N/A—52,886-52,886-100%$3.8M———
Fortis Capital Advisors, LLC
N/A—52,489-52,489-100%$3.7M———
Geneos Wealth Management Inc.
N/A—52,290-52,290-100%$3.7M———
Hamilton Wealth, LLC
N/A—51,654-51,654-100%$3.7M———
Institute for Wealth Management, Llc.
N/A—51,612-51,612-100%$3.7M———
Modern Wealth Management, LLC
N/A—51,264-51,264-100%$3.7M———
Sand Hill Global Advisors, LLC
N/A—50,693-50,693-100%$3.6M———
Aventura Private Wealth, LLC
N/A—50,534-50,534-100%$3.6M———
Saber Capital Managment, LLC
N/A—50,507-50,507-100%$3.6M———
Boxwood Ventures, Inc.
N/A—50,030-50,030-100%$3.7M———
Limestone Investment Advisors LP
N/A—49,567-49,567-100%$3.5M———
JAG Capital Management, LLC
N/A—49,343-49,343-100%$3.5M———
Ameritas Advisory Services, LLC
N/A—49,078-49,078-100%$3.5M———
Two Sigma Securities, LLC
N/A—48,597-48,597-100%$3.5M———
Perennial Investment Advisors, LLC
N/A—48,526-48,526-100%$3.5M———
Fidelis Capital Partners, LLC
N/A—48,085-48,085-100%$3.4M———
King Wealth Management Group
N/A—47,560-47,560-100%$3.4M———
Altrafin AG
N/A—47,504-47,504-100%$3.4M———
Soros Fund Management LLC
N/A—46,451-46,451-100%$3.3M———
Morse Asset Management, Inc
N/A—46,089-46,089-100%$3.3M———
RWA Wealth Partners, LLC
N/A—45,728-45,728-100%$3.3M———
Bank OZK
N/A—45,581-45,581-100%$3.3M———
Legacy Financial Advisors, Inc.
N/A—45,398-45,398-100%$3.2M———
Decatur Capital Management, Inc.
N/A—45,289-45,289-100%$3.2M———
Harber Asset Management LLC
N/A—45,239-45,239-100%$3.2M———
Headlands Technologies LLC
N/A—45,020-45,020-100%$3.2M———
Saba Capital Management, L.P.A
N/A—45,000-45,000-100%$3.2M———
Stonebridge Financial Group, LLC
N/A—44,768-44,768-100%$3.2M———
Qtron Investments LLC
N/A—44,719-44,719-100%$3.2M———
AssuredPartners Investment Advisors, LLC
N/A—44,639-44,639-100%$3.2M———
Guardian Capital LP
N/A—44,555-44,555-100%$3.2M———
Crewe Advisors LLC
N/A—44,491-44,491-100%$3.2M———
William Blair Investment Management, LLC
N/A—44,309-44,309-100%$3.2M———
Stock Yards Bank & Trust Co
N/A—43,580-43,580-100%$3.1M———
Johnson Investment Counsel Inc
N/A—43,419-43,419-100%$3.1M———
Dorsey & Whitney Trust Co LLC
N/A—42,744-42,744-100%$3.1M———
Campbell & Co Investment Adviser LLC
N/A—42,619-42,619-100%$3.0M———
Darwin Wealth Management, LLC
N/A—42,558-42,558-100%$3.0M———
Gardner Lewis Asset Management L P
N/A—42,350-42,350-100%$3.0M———
Cary Street Partners Financial LLC
N/A—42,108-42,108-100%$3.0M———
Nvest Financial, LLC
N/A—42,080-42,080-100%$3.0M———
Aft, Forsyth & Sober, LLC
N/A—42,000-42,000-100%$4.0M———
Hilltop Partners LLC
N/A—41,789-41,789-100%$3.0M———
Audent Global Asset Management, LLC
N/A—41,706-41,706-100%$3.0M———
RB Capital Management, LLC
N/A—41,634-41,634-100%$3.0M———
Pure Financial Advisors, LLC
N/A—41,586-41,586-100%$3.0M———
BNP Paribas
N/A—41,475-41,475-100%$4.8M———
Nicolet Bankshares Inc
N/A—41,280-41,280-100%$3.0M———
Sumitomo Life Insurance Co
N/A—41,128-41,128-100%$2.9M———
Lord, Abbett & Co. LLC
N/A—41,085-41,085-100%$2.9M———
Meiji Yasuda Life Insurance Co
N/A—40,551-40,551-100%$2.9M———
Maniro Ltd
N/A—40,350-40,350-100%$2.9M———
Sphera Management Technology Funds Ltd
N/A—40,300-40,300-100%$2.9M———
Shellback Capital, LP
N/A—40,000-40,000-100%$2.9M———
Clayton Partners LLC
N/A—39,986-39,986-100%$2.9M———
PCM Encore, LLC
N/A—39,983-39,983-100%$2.9M———
Cunning Capital Partners, LP
N/A—39,970-39,970-100%$2.9M———
Financial Gravity Companies, Inc.
N/A—39,809-39,809-100%$2.8M———
Calydon Capital
N/A—39,668-39,668-100%$2.8M———
Hyperion Capital Advisors LP
N/A—39,516-39,516-100%$2.8M———
Colonial Trust Co / SC
N/A—39,465-39,465-100%$2.8M———
Zions Bancorporation, National Association
N/A—39,451-39,451-100%$2.8M———
Twin Capital Management Inc
N/A—39,164-39,164-100%$2.8M———
Point Windward Advisors Inc.
N/A—39,091-39,091-100%$2.8M———
Ostrum Asset Management
N/A—38,924-38,924-100%$2.8M———
Strategic Wealth Partners, Ltd.
N/A—38,900-38,900-100%$2.8M———
Essex Financial Services, Inc.
N/A—38,760-38,760-100%$2.8M———
LOM Asset Management Ltd
N/A—38,732-38,732-100%$2.8M———
Kovack Advisors, Inc.
N/A—38,543-38,543-100%$2.8M———
Meridian Wealth Advisors, LLC
N/A—38,418-38,418-100%$2.7M———
D L Carlson Investment Group Inc
N/A—38,242-38,242-100%$2.7M———
Ausdal Financial Partners, Inc.
N/A—38,223-38,223-100%$2.7M———
Webster Bank, N. A.
N/A—38,096-38,096-100%$2.7M———
Jump Financial, LLC
N/A—37,974-37,974-100%$2.7M———
Concentric Capital Strategies, LP
N/A—37,747-37,747-100%$2.7M———
Sentinel Dome Partners, LLC
N/A—37,000-37,000-100%$2.6M———
EMC Capital Management
N/A—36,800-36,800-100%$2.5K———
Hexagon Capital Partners LLC
N/A—36,525-36,525-100%$2.6M———
Naviter Wealth, LLC
N/A—36,495-36,495-100%$2.6M———
Neo Ivy Capital Management
N/A—36,482-36,482-100%$2.6M———
Flputnam Investment Management Co
N/A—36,326-36,326-100%$2.6M———
Lighthouse Investment Partners, LLC
N/A—36,123-36,123-100%$2.6M———
Keystone Financial Group
N/A—35,922-35,922-100%$2.6M———
Evercore Wealth Management, LLC
N/A—35,711-35,711-100%$2.5M———
Foundations Investment Advisors, LLC
N/A—35,593-35,593-100%$2.5M———
Cardiff Park Advisors, LLC
N/A—35,203-35,203-100%$2.5M———
Peloton Wealth Strategists
N/A—35,065-35,065-100%$2.5M———
B & T Capital Management DBA Alpha Capital Management
N/A—34,920-34,920-100%$2.5M———
Synergy Financial Group, LTD
N/A—34,643-34,643-100%$2.5M———
GKV Capital Management Co., Inc.
N/A—34,556-34,556-100%$2.5M———
Mokan Wealth Management Inc.
N/A—33,648-33,648-100%$2.4M———
Brendel Financial Advisors LLC
N/A—33,536-33,536-100%$2.4M———
Havemeyer Place LP
N/A—33,504-33,504-100%$2.4M———
Marathon Trading Investment Management LLC
N/A—33,229-33,229-100%$2.4M———
Nikulski Financial, Inc.
N/A—32,927-32,927-100%$2.4M———
Waterloo Capital, L.P.
N/A—32,809-32,809-100%$2.3M———
SageGuard Financial Group, LLC
N/A—32,760-32,760-100%$2.3M———
STG Securities, LLC
N/A—32,662-32,662-100%$2.3M———
Bay Rivers Group
N/A—32,652-32,652-100%$2.3M———
Intercapital, LLC
N/A—32,000-32,000-100%$2.3M———
Tyche Wealth Partners LLC
N/A—31,935-31,935-100%$2.3M———
Trivant Custom Portfolio Group, LLC
N/A—31,850-31,850-100%$2.3M———
Saranac Partners Ltd
N/A—31,823-31,823-100%$2.3M———
Venturi Wealth Management, LLC
N/A—31,769-31,769-100%$2.3M———
RiverPark Advisors, LLC
N/A—31,475-31,475-100%$2.2M———
Baldwin Investment Management, LLC
N/A—31,468-31,468-100%$2.2M———
Moors & Cabot, Inc.
N/A—31,391-31,391-100%$2.2M———
Catalyst Financial Partners LLC
N/A—31,326-31,326-100%$2.2M———
Monetta Financial Services Inc
N/A—31,000-31,000-100%$2.2M———
Hilltop Holdings Inc.
N/A—30,983-30,983-100%$2.2M———
Fairfield, Bush & Co.
N/A—30,851-30,851-100%$2.2M———
Capital Analysts, LLC
N/A—30,766-30,766-100%$2.2M———
Beacon Investment Advisors LLC
N/A—30,715-30,715-100%$2.2M———
RD Lewis Holdings, Inc.
N/A—30,664-30,664-100%$2.3M———
Employees Retirement System of Texas
N/A—30,544-30,544-100%$2.2M———
Ancora Advisors LLCA
N/A—30,488-30,488-100%$2.2M———
Kiley Juergens Wealth Management, LLC
N/A—30,375-30,375-100%$2.2M———
Destination Wealth Management
N/A—30,289-30,289-100%$2.2M———
Rehmann Capital Advisory Group
N/A—30,240-30,240-100%$2.2M———
Arete Wealth Advisors, LLC
N/A—30,114-30,114-100%$2.2M———
CIM Investment Management Inc
N/A—30,005-30,005-100%$2.1M———
Platinum Investment Management LTD
N/A—30,000-30,000-100%$2.1M———
Garden State Investment Advisory Services LLC
N/A—29,904-29,904-100%$2.1M———
Worldquant Millennium Advisors LLC
N/A—29,585-29,585-100%$2.1M———
Bradley Foster & Sargent Inc
N/A—29,497-29,497-100%$2.1M———
Westmount Partners, LLC
N/A—29,412-29,412-100%$2.1M———
AlTi Global, Inc.
N/A—29,225-29,225-100%$2.1M———
Frec Markets, Inc.
N/A—29,201-29,201-100%$2.1M———
Connable Office Inc
N/A—29,174-29,174-100%$2.1M———
Red Door Wealth Management, LLC
N/A—29,012-29,012-100%$2.1M———
Stratos Wealth Advisors, LLC
N/A—28,963-28,963-100%$2.1M———
CM Wealth Advisors LLC
N/A—28,829-28,829-100%$2.1M———
Evergreen Wealth Management, LLC
N/A—28,707-28,707-100%$2.0M———
Keebeck Wealth Management
N/A—28,685-28,685-100%$2.0M———
Johnson Financial Group, Inc.
N/A—28,651-28,651-100%$2.0M———
Edgestream Partners, L.P.
N/A—28,612-28,612-100%$2.0M———
Benchmark Investment Advisors LLC
N/A—28,579-28,579-100%$2.0M———
Icon Wealth Advisors, LLC
N/A—28,560-28,560-100%$2.0M———
Intellectus Partners, LLC
N/A—28,271-28,271-100%$2.0M———
Permanens Capital L.P.
N/A—28,088-28,088-100%$2.0M———
Coastal Bridge Advisors, LLC
N/A—27,970-27,970-100%$2.0M———
DoubleLine ETF Adviser LP
N/A—27,932-27,932-100%$2.0M———
Intrust Bank NA
N/A—27,728-27,728-100%$2.0M———
Alpine Woods Capital Investors, LLC
N/A—27,580-27,580-100%$2.0M———
Marshall Financial Group, LLC
N/A—27,421-27,421-100%$2.0M———
Fiduciary Group, LLC
N/A—27,357-27,357-100%$2.0M———
Rowlandmiller & Partners.adv
N/A—27,305-27,305-100%$1.9M———
Checchi Capital Advisers, LLC
N/A—26,769-26,769-100%$1.9M———
Personal CFO Solutions, LLC
N/A—26,616-26,616-100%$1.9M———
Wealth Alliance, LLC
N/A—26,590-26,590-100%$1.9M———
GeoWealth Management, LLC
N/A—26,544-26,544-100%$1.9M———
California First Leasing Corp
N/A—26,500-26,500-100%$1.9M———
Circle Wealth Management, LLC
N/A—26,384-26,384-100%$1.9M———
CMT Capital Markets Trading GmbH
N/A—26,253-26,253-100%$1.9M———
Empire Financial Management Company, LLC
N/A—26,168-26,168-100%$1.9M———
Proficio Capital Partners LLC
N/A—26,136-26,136-100%$1.9M———
Cambria Investment Management, L.P.
N/A—26,059-26,059-100%$1.9M———
Mattson Financial Services, LLC
N/A—25,899-25,899-100%$1.9M———
E Fund Management (Hong Kong) Co., Ltd.
N/A—25,859-25,859-100%$1.8M———
Maridea Wealth Management LLC
N/A—25,656-25,656-100%$1.8M———
Nelson Capital Management, LLC
N/A—25,580-25,580-100%$1.8M———
Fox Hill Wealth Management
N/A—25,488-25,488-100%$1.8M———
Ceeto Capital Group, LLC
N/A—25,350-25,350-100%$1.8M———
Stelac Advisory Services LLC
N/A—25,339-25,339-100%$1.8M———
Annis Gardner Whiting Capital Advisors, LLC
N/A—25,034-25,034-100%$1.8M———
Siren, L.L.C.
N/A—25,000-25,000-100%$1.8M———
SSA Swiss Advisors AG
N/A—24,870-24,870-100%$1.8M———
Transcend Capital Advisors, LLC
N/A—24,857-24,857-100%$1.8M———
Osprey Private Wealth LLC
N/A—24,751-24,751-100%$1.8M———
Klcm Advisors, Inc.
N/A—24,428-24,428-100%$1.7M———
Figure 8 Investment Strategies LLC
N/A—24,377-24,377-100%$1.7M———
Intesa Sanpaolo S.p.A.
N/A—24,321-24,321-100%$1.7M———
Operose Advisors LLC
N/A—24,170-24,170-100%$1.7M———
Timber Creek Capital Management LLC
N/A—24,096-24,096-100%$1.7M———
L2 Asset Management, LLC
N/A—24,044-24,044-100%$1.7M———
Fairtree Asset Management (Pty) Ltd
N/A—24,003-24,003-100%$1.7M———
IFG Advisory, LLC
N/A—23,874-23,874-100%$1.7M———
Money Concepts Capital Corp
N/A—23,768-23,768-100%$1.7M———
Pioneer Trust Bank N A
N/A—23,615-23,615-100%$1.7M———
Bancreek Capital Management, LP
N/A—23,579-23,579-100%$1.7M———
Capital Markets Trading UK LLP
N/A—23,510-23,510-100%$1.7M———
Schnieders Capital Management, Llc.
N/A—23,496-23,496-100%$1.7M———
Trustmark Bank Trust Department
N/A—23,396-23,396-100%$1.7M———
First Manhattan Co. Llc.
N/A—23,184-23,184-100%$1.7M———
Stonebridge Capital Advisors LLC
N/A—23,038-23,038-100%$1.6M———
United Bank
N/A—23,005-23,005-100%$1.6M———
Lifeworks Advisors, LLC
N/A—22,963-22,963-100%$1.6M———
Prosperity Consulting Group, LLC
N/A—22,907-22,907-100%$1.6M———
White Pine Capital LLC
N/A—22,888-22,888-100%$1.6M———
SageView Advisory Group, LLC
N/A—22,874-22,874-100%$1.6M———
Quent Capital, LLC
N/A—22,809-22,809-100%$1.6M———
Gilbert & Cook, Inc.
N/A—22,706-22,706-100%$1.6M———
Pitti Group Wealth Management, LLC
N/A—22,567-22,567-100%$1.6M———
Volterra Technologies LP
N/A—22,455-22,455-100%$1.6M———
Main Street Financial Solutions, LLC
N/A—22,403-22,403-100%$1.6M———
Thoroughbred Financial Services, LLC
N/A—22,366-22,366-100%$1.6M———
WNY Asset Management, LLC
N/A—22,346-22,346-100%$1.6M———
Compass Capital Corp
N/A—22,339-22,339-100%$1.7M———
Pettyjohn, Wood & White, Inc
N/A—22,101-22,101-100%$1.6M———
Navalign, LLC
N/A—21,998-21,998-100%$1.6M———
Alphadyne Asset Management LP
N/A—21,986-21,986-100%$1.6M———
Ethos Financial Group, LLC
N/A—21,772-21,772-100%$1.6M———
Evolutionary Tree Capital Management, LLC
N/A—21,760-21,760-100%$1.6M———
Catalyst Funds Management Pty Ltd
N/A—21,610-21,610-100%$1.5M———
Little House Capital LLC
N/A—21,603-21,603-100%$1.5M———
Curi Capital, LLC
N/A—21,545-21,545-100%$1.5M———
Stance Capital LLC
N/A—21,418-21,418-100%$1.5M———
Bellwether Advisors, LLC
N/A—21,224-21,224-100%$1.5M———
Anchor Bay Capital, Inc.
N/A—21,104-21,104-100%$1.6M———
Constant Guidance Financial LLC
N/A—21,093-21,093-100%$1.5M———
Triton Financial Group Inc
N/A—20,995-20,995-100%$1.5M———
Acorns Advisers, LLC
N/A—20,987-20,987-100%$1.5M———
Hartford Funds Management Co LLC
N/A—20,932-20,932-100%$1.5M———
Field & Main Bank
N/A—20,928-20,928-100%$1.5M———
Aimz Investment Advisors, LLC
N/A—20,855-20,855-100%$1.5M———
Yukon Wealth Management, Inc.
N/A—20,472-20,472-100%$1.5M———
J. Goldman & Co LP
N/A—20,402-20,402-100%$1.5M———
TRB Wealth Management, LLC
N/A—20,220-20,220-100%$1.4M———
Old North State Trust, LLC
N/A—20,079-20,079-100%$1.4M———
Haverford Trust Co
N/A—20,056-20,056-100%$1.4M———
Matters Capital LLC
N/A—20,030-20,030-100%$1.4M———
Fortis Group Advisors, LLC
N/A—20,022-20,022-100%$1.4M———
Advyzon Investment Management, LLC
N/A—20,002-20,002-100%$1.4M———
Firsthand Capital Management, Inc.
N/A—20,000-20,000-100%$1.4M———
Sfmg, LLC
N/A—19,909-19,909-100%$1.4M———
Mathes Company, Inc.
N/A—19,810-19,810-100%$1.4M———
Valmark Advisers, Inc.
N/A—19,732-19,732-100%$1.4M———
Anderson Financial Strategies, LLC
N/A—19,652-19,652-100%$1.6M———
Infrastructure Capital Advisors, LLC
N/A—19,613-19,613-100%$1.4M———
Dana Investment Advisors, Inc.
N/A—19,608-19,608-100%$1.4M———
Cladis Investment Advisory, LLC
N/A—19,585-19,585-100%$1.4M———
Vela Investment Management, LLC
N/A—19,543-19,543-100%$1.4M———
Optas, LLC
N/A—19,522-19,522-100%$1.4M———
SOA Wealth Advisors, Llc.
N/A—19,416-19,416-100%$1.4M———
Mitchell Mcleod Pugh & Williams Inc
N/A—19,354-19,354-100%$1.4M———
LM Advisors LLC
N/A—19,242-19,242-100%$1.4M———
Highview Capital Management LLC
N/A—19,100-19,100-100%$1.4M———
Mosaic Family Wealth Partners, LLC
N/A—19,098-19,098-100%$1.4M———
Abbot Financial Management, Inc.
N/A—19,097-19,097-100%$1.4M———
Olde Wealth Management, LLC
N/A—19,093-19,093-100%$1.4M———
Wellspring Financial Advisors, LLC
N/A—19,030-19,030-100%$1.4M———
Future Fund LLC
N/A—19,018-19,018-100%$1.4M———
Lombard Odier Asset Management (USA) Corp
N/A—19,000-19,000-100%$1.4M———
Trivium Point Advisory, LLC
N/A—18,989-18,989-100%$1.4M———
Quotient Wealth Partners, LLC
N/A—18,901-18,901-100%$1.3M———
Jaffetilchin Investment Partners, LLC
N/A—18,746-18,746-100%$1.3M———
Wealthedge Investment Advisors, LLC
N/A—18,625-18,625-100%$1.3M———
Dynasty Wealth Management, LLC
N/A—18,624-18,624-100%$1.3M———
Berger Financial Group, Inc
N/A—18,394-18,394-100%$1.3M———
Prelude Capital Management, LLC
N/A—18,333-18,333-100%$1.3M———
Sagewood Asset Management LP
N/A—18,326-18,326-100%$1.3M———
Gould Capital, LLC
N/A—18,240-18,240-100%$1.3M———
Monetary Management Group Inc
N/A—18,230-18,230-100%$1.3M———
AlphaGrep UK Ltd
N/A—18,164-18,164-100%$1.3M———
Goldstone Financial Group, LLC
N/A—17,902-17,902-100%$1.3M———
Evolve Private Wealth, LLC
N/A—17,868-17,868-100%$1.3M———
Alaethes Wealth, LLC
N/A—17,865-17,865-100%$1.3M———
Fourth Dimension Wealth, LLC
N/A—17,847-17,847-100%$1.3M———
Hudson Value Partners, LLC
N/A—17,810-17,810-100%$1.3M———
SouthState Bank Corp
N/A—17,761-17,761-100%$1.3M———
Defiance ETFs, LLC
N/A—17,734-17,734-100%$1.3M———
Sun Financial Inc
N/A—17,580-17,580-100%$1.3M———
Citizens & Northern Corp
N/A—17,453-17,453-100%$1.2M———
Laraway Financial Advisors Inc
N/A—17,400-17,400-100%$1.2M———
Northstar Advisory Group, LLC
N/A—17,386-17,386-100%$1.2M———
Van Hulzen Asset Management, LLC
N/A—17,175-17,175-100%$1.2M———
Silver OAK Securities, Incorporated
N/A—17,129-17,129-100%$1.2M———
Richard W. Paul & Associates, LLC
N/A—17,087-17,087-100%$1.2M———
Smith, Moore & Co.
N/A—17,077-17,077-100%$1.2M———
Dover Advisors, LLC
N/A—17,048-17,048-100%$1.6M———
Advisors Preferred, LLC
N/A—17,000-17,000-100%$1.3M———
Invst, LLC
N/A—16,991-16,991-100%$1.2M———
Security National Bank of Sioux City Iowa
N/A—16,735-16,735-100%$1.2M———
Riverview Capital Advisers, LLC
N/A—16,635-16,635-100%$1.2M———
Lombard Odier Asset Management (Europe) Ltd
N/A—16,578-16,578-100%$1.2M———
SBI Okasan Asset Management Co.Ltd.
N/A—16,560-16,560-100%$1.2M———
Hansen & Associates Financial Group, Inc.
N/A—16,544-16,544-100%$1.3M———
Brookwood Investment Group LLC
N/A—16,510-16,510-100%$1.2M———
Cedar Wealth Management, LLC
N/A—16,489-16,489-100%$1.2M———
Paragon Financial Partners, Inc.
N/A—16,453-16,453-100%$1.2M———
Cetera Trust Company, N.a
N/A—16,440-16,440-100%$1.2M———
X Advisors, LLC
N/A—16,438-16,438-100%$1.2M———
L & S Advisors Inc
N/A—16,420-16,420-100%$1.2M———
First Pacific Advisors, LP
N/A—16,400-16,400-100%$1.2M———
BSW Wealth Partners
N/A—16,382-16,382-100%$1.2M———
Zhang Financial LLC
N/A—16,331-16,331-100%$1.2M———
Fuller & Thaler Asset Management, Inc.
N/A—16,284-16,284-100%$1.2M———
Westbourne Investments, Inc.
N/A—16,260-16,260-100%$1.2M———
Strait & Sound Wealth Management LLC
N/A—16,256-16,256-100%$1.2M———
PeakShares LLC
N/A—16,243-16,243-100%$1.2M———
SCS Capital Management LLC
N/A—16,206-16,206-100%$1.2M———
Capula Management Ltd
N/A—16,101-16,101-100%$1.1M———
London Co of Virginia
N/A—16,100-16,100-100%$1.1M———
Coastwise Capital Group, LLC
N/A—16,054-16,054-100%$1.1M———
JT Stratford LLC
N/A—16,030-16,030-100%$1.1M———
Portland Global Advisors LLC
N/A—15,980-15,980-100%$1.1M———
First Commonwealth Financial Corp
N/A—15,667-15,667-100%$1.1M———
Vision Retirement, LLC
N/A—15,615-15,615-100%$1.1M———
JPL Wealth Management, LLC
N/A—15,569-15,569-100%$1.1M———
Prestige Wealth Management Group LLC
N/A—15,538-15,538-100%$1.1M———
Samara Investment Management, LLC
N/A—15,495-15,495-100%$1.1M———
West Michigan Advisors, LLC
N/A—15,493-15,493-100%$1.1M———
Fukoku Mutual Life Insurance Co
N/A—15,471-15,471-100%$1.1M———
Hardy Reed LLC
N/A—15,341-15,341-100%$1.1M———
FLC Capital Advisors
N/A—15,315-15,315-100%$1.1M———
Founders Financial Alliance, LLC
N/A—15,126-15,126-100%$1.1M———
Prasad Wealth Partners, LLC
N/A—15,118-15,118-100%$1.1M———
Summit Wealth Partners, LLC
N/A—15,080-15,080-100%$1.1M———
Natural Investments, LLC
N/A—15,045-15,045-100%$1.1M———
Ameriflex Group, Inc.
N/A—15,018-15,018-100%$1.1M———
Condor Capital Management
N/A—14,998-14,998-100%$1.1M———
City National Bank of Florida
N/A—14,971-14,971-100%$1.1M———
Security National Bank of SO DAK
N/A—14,725-14,725-100%$1.1M———
Everpar Advisors LLC
N/A—14,705-14,705-100%$1.0M———
Flow Traders U.S. LLC
N/A—14,531-14,531-100%$1.0M———
Fosun International Ltd
N/A—14,526-14,526-100%$1.0M———
Waddell & Associates, LLC
N/A—14,506-14,506-100%$1.0M———
Wealth Advisors of Tampa Bay, LLC
N/A—14,370-14,370-100%$1.0M———
Wittenberg Investment Management, Inc.
N/A—14,280-14,280-100%$1.0M———
Pgim Custom Harvest LLC
N/A—14,192-14,192-100%$1.0M———
Quantum Portfolio Management LLC
N/A—14,169-14,169-100%$1.0M———
TIG Advisors, LLC
N/A—14,144-14,144-100%$1.0M———
Stokes Family Office, LLC
N/A—14,066-14,066-100%$1.0M———
Patron Partners, LLC
N/A—14,012-14,012-100%$1.0M———
Aureus Asset Management, LLC
N/A—13,962-13,962-100%$996.9K———
Tradition Wealth Management, LLC
N/A—13,916-13,916-100%$993.6K———
Basecamp Wealth Advisors LLC
N/A—13,870-13,870-100%$990.3K———
Precision Wealth Strategies, LLC
N/A—13,852-13,852-100%$989.0K———
Fund Advisors of America Inc
N/A—13,804-13,804-100%$985.6K———
Mainstay Capital Management LLC
N/A—13,784-13,784-100%$984.2K———
River Wealth Advisors LLC
N/A—13,666-13,666-100%$975.8K———
Apriem Advisors
N/A—13,662-13,662-100%$975.5K———
Gateway Wealth Partners, LLC
N/A—13,642-13,642-100%$974.0K———
Continental Investors Services, Inc.
N/A—13,617-13,617-100%$1.0M———
Southeast Asset Advisors, LLC
N/A—13,614-13,614-100%$972.0K———
Kavar Capital Partners Group, LLC
N/A—13,611-13,611-100%$971.8K———
Private Wealth Asset Management, LLC
N/A—13,580-13,580-100%$966.0K———
Kayne Anderson Rudnick Investment Management LLC
N/A—13,421-13,421-100%$958.3K———
Astoria Portfolio Advisors Llc.
N/A—13,365-13,365-100%$954.3K———
Drive Wealth Management, LLC
N/A—13,320-13,320-100%$951.0K———
Texas Capital Bank Wealth Management Services Inc
N/A—13,294-13,294-100%$949.2K———
Sandy Cove Advisors, LLC
N/A—13,155-13,155-100%$939.3K———
Cambient Family Office, LLC
N/A—13,153-13,153-100%$939.1K———
Sienna Gestion
N/A—13,089-13,089-100%$976.5K———
Heartland Bank & Trust Co
N/A—13,073-13,073-100%$933.4K———
Sound View Wealth Advisors Group, LLC
N/A—13,065-13,065-100%$932.8K———
Boyd Watterson Asset Management LLC
N/A—13,020-13,020-100%$929.6K———
AR Asset Management Inc
N/A—13,000-13,000-100%$928.0K———
Continuum Advisory, LLC
N/A—12,939-12,939-100%$923.8K———
Ponta Wealth Partners, LLC
N/A—12,926-12,926-100%$922.9K———
MainStreet Investment Advisors LLC
N/A—12,925-12,925-100%$922.8K———
Corient IA LP
N/A—12,900-12,900-100%$921.1K———
denkapparat Operations GmbH
N/A—12,822-12,822-100%$915.5K———
National Philanthropic Trust
N/A—12,735-12,735-100%$909.3K———
Sompo Asset Management Co., Ltd.
N/A—12,590-12,590-100%$898.9K———
Wrapmanager Inc
N/A—12,555-12,555-100%$896.5K———
HHM Wealth Advisors, LLC
N/A—12,540-12,540-100%$895.4K———
Sivia Capital Partners, LLC
N/A—12,498-12,498-100%$892.4K———
Mirabaud Asset Management Ltd
N/A—12,452-12,452-100%$918.7K———
Nwam LLC
N/A—12,433-12,433-100%$887.7K———
Paces Ferry Wealth Advisors, LLC
N/A—12,391-12,391-100%$884.7K———
PCB Capital LLC
N/A—12,346-12,346-100%$881.5K———
Florida Financial Advisors, LLC
N/A—12,319-12,319-100%$872.6K———
All Terrain Financial Advisors, LLC
N/A—12,235-12,235-100%$873.6K———
Legacy Edge Advisors, LLC
N/A—12,214-12,214-100%$872.1K———
Orion Capital Management LLC
N/A—12,190-12,190-100%$870.4K———
Tower Bridge Advisors
N/A—12,150-12,150-100%$867.5K———
Chokshi & Queen Wealth Advisors, Inc
N/A—12,150-12,150-100%$867.5K———
Sequent Planning LLC
N/A—12,088-12,088-100%$863.1K———
FAS Wealth Partners, Inc.
N/A—12,080-12,080-100%$862.5K———
Legend Capital Advisors LLC
N/A—12,070-12,070-100%$861.8K———
Winslow Capital Management, LLC
N/A—12,041-12,041-100%$859.7K———
BIT Capital GmbH
N/A—12,035-12,035-100%$859.3K———
Horiko Capital Management LLC
N/A—12,020-12,020-100%$858.2K———
Cascade Financial Partners, LLC
N/A—11,976-11,976-100%$855.1K———
Rollins Financial Advisors, LLC
N/A—11,931-11,931-100%$851.9K———
Generali Investments Towarzystwo Funduszy Inwestycyjnych
N/A—11,850-11,850-100%$846.1K———
Bartlett & Co. Wealth Management LLC
N/A—11,838-11,838-100%$845.2K———
Latko Wealth Management, Ltd.
N/A—11,797-11,797-100%$842.3K———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—11,758-11,758-100%$839.5K———
Glen Eagle Advisors, LLC
N/A—11,676-11,676-100%$833.7K———
Bank of Hawaii
N/A—11,657-11,657-100%$832.3K———
Pekao Towarzystwo Funduszy Inwestycyjnych S.A.
N/A—11,632-11,632-100%$830.5K———
Empire Life Investments Inc.
N/A—11,616-11,616-100%$829.4K———
New Republic Capital, LLC
N/A—11,609-11,609-100%$828.9K———
US Asset Management LLC
N/A—11,514-11,514-100%$822.1K———
BlackDiamond Wealth Management, LLC
N/A—11,503-11,503-100%$877.6K———
Cyber Hornet ETFs LLC
N/A—11,468-11,468-100%$818.8K———
Brown Financial Advisors
N/A—11,437-11,437-100%$816.6K———
Pointe Capital Management LLC
N/A—11,436-11,436-100%$816.5K———
Asahi Life Asset Management Co., Ltd.
N/A—11,417-11,417-100%$815.2K———
CNB Bank
N/A—11,365-11,365-100%$811.5K———
Betterment LLC
N/A—11,289-11,289-100%$806.0K———
Crux Wealth Advisors
N/A—11,285-11,285-100%$805.7K———
Smithfield Trust Co
N/A—11,254-11,254-100%$799.0K———
Aster Capital Management (Difc) Ltd
N/A—11,245-11,245-100%$802.9K———
17 Capital Partners, LLC
N/A—11,206-11,206-100%$800.1K———
MJP Associates Inc
N/A—11,143-11,143-100%$795.6K———
CVA Family Office, LLC
N/A—11,105-11,105-100%$792.9K———
JTC Employer Solutions Trustee Ltd
N/A—10,930-10,930-100%$780.0K———
Viawealth, LLC
N/A—10,870-10,870-100%$776.1K———
Hurricane Capital Advisors LLC
N/A—10,862-10,862-100%$775.5K———
Oxford Wealth Group, LLC
N/A—10,837-10,837-100%$773.8K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—10,830-10,830-100%$773.3K———
Kelman-Lazarov, Inc.
N/A—10,810-10,810-100%$771.8K———
Sargent Investment Group, LLC
N/A—10,808-10,808-100%$771.7K———
McDonough Capital Management, Inc
N/A—10,686-10,686-100%$763.0K———
Tailwinds Wealth, LLC
N/A—10,678-10,678-100%$762.4K———
Coign Capital Advisors LLC
N/A—10,664-10,664-100%$761.4K———
Oder Investment Management, LLC
N/A—10,645-10,645-100%$760.1K———
Warner Group LLC
N/A—10,608-10,608-100%$757.4K———
Financial Advisors Network, Inc.
N/A—10,600-10,600-100%$756.8K———
Capital Group Private Client Services, Inc.
N/A—10,598-10,598-100%$756.7K———
Elevation Advisory Partners LLC
N/A—10,568-10,568-100%$714.4K———
Buffalo Business & Estate Services LTD
N/A—10,500-10,500-100%$749.7K———
Stonebrook Private Inc.
N/A—10,494-10,494-100%$749.3K———
Earned Wealth Advisors, LLC
N/A—10,433-10,433-100%$744.9K———
Transamerica Financial Advisors, LLC
N/A—10,360-10,360-100%$739.7K———
Cercano Management LLC
N/A—10,330-10,330-100%$737.6K———
V2 Financial group LLC
N/A—10,307-10,307-100%$735.9K———
Carr Financial Group Corp
N/A—10,294-10,294-100%$735.0K———
Performance Wealth Partners, LLC
N/A—10,290-10,290-100%$734.7K———
Alan B Lancz & Associates, Inc.
N/A—10,255-10,255-100%$732.2K———
Cary Street Partners Investment Advisory LLC
N/A—10,245-10,245-100%$731.5K———
FourThought Financial Partners, LLC
N/A—10,223-10,223-100%$729.9K———
Papamarkou Wellner Asset Management inc.
N/A—10,215-10,215-100%$982.2K———
Elk River Wealth Management LLC
N/A—10,201-10,201-100%$728.4K———
Hollencrest Capital Management
N/A—10,173-10,173-100%$726.4K———
North Dallas Bank & Trust Co
N/A—10,150-10,150-100%$724.7K———
Baltimore-Washington Financial Advisors, Inc.
N/A—10,112-10,112-100%$722.0K———
Stoneridge Investment Partners LLC
N/A—10,102-10,102-100%$724.0K———
LaSalle St. Investment Advisors, LLC
N/A—10,088-10,088-100%$720.3K———
Regal Investment Advisors LLC
N/A—10,071-10,071-100%$719.1K———
Dearborn Partners LLC
N/A—10,070-10,070-100%$719.0K———
Nicholas Investment Partners, LP
N/A—10,041-10,041-100%$716.9K———
Kintra Wealth, LLC
N/A—10,025-10,025-100%$784.4K———
KMT Wealth Management, LLC
N/A—10,013-10,013-100%$714.9K———
Needham Investment Management LLC
N/A—10,000-10,000-100%$714.0K———
Mayflower Financial Advisors, LLC
N/A—9,952-9,952-100%$710.6K———
Qsemble Capital Management, LP
N/A—9,856-9,856-100%$703.7K———
Madison Wealth Partners, Inc
N/A—9,855-9,855-100%$703.7K———
Wealthgarden F.S. LLC
N/A—9,772-9,772-100%$697.7K———
Emerald Advisers, LLC
N/A—9,744-9,744-100%$695.7K———
Alvarez & Marsal Private Wealth Partners, LLC
N/A—9,697-9,697-100%$692.4K———
Khazanah Nasional Berhad
N/A—9,686-9,686-100%$691.6K———
Guardian Wealth Advisors, LLC / NC
N/A—9,683-9,683-100%$691.4K———
MOR Wealth Management, LLC
N/A—9,673-9,673-100%$690.7K———
Invictus Private Wealth, LLC
N/A—9,665-9,665-100%$690.1K———
SGL Investment Advisors, Inc.
N/A—9,637-9,637-100%$735.2K———
Peregrine Asset Advisers, Inc.
N/A—9,565-9,565-100%$668.7K———
Second Half Financial Partners, LLC
N/A—9,546-9,546-100%$681.6K———
Rothschild Wealth LLC
N/A—9,536-9,536-100%$680.9K———
First National Advisers, LLC
N/A—9,423-9,423-100%$672.8K———
Fielder Capital Group LLC
N/A—9,419-9,419-100%$672.5K———
Carl P. Sherr & Co., LLC
N/A—9,402-9,402-100%$671.3K———
Holderness Investments Co
N/A—9,392-9,392-100%$670.6K———
Alteri Wealth LLC
N/A—9,310-9,310-100%$664.7K———
First Dallas Securities Inc.
N/A—9,238-9,238-100%$659.6K———
Monograph Wealth Advisors, LLC
N/A—9,238-9,238-100%$659.6K———
SHP Wealth Management
N/A—9,202-9,202-100%$657.1K———
Jupiter Wealth Management LLC
N/A—9,200-9,200-100%$656.9K———
Tiemann Investment Advisors, LLC
N/A—9,100-9,100-100%$649.7K———
Drucker Wealth 3.0, LLC
N/A—9,087-9,087-100%$648.8K———
Sumitomo Mitsui Financial Group, Inc.
N/A—9,079-9,079-100%$648.2K———
Crestmont Private Wealth LLC
N/A—9,036-9,036-100%$645.2K———
EWA, LLC
N/A—9,022-9,022-100%$644.1K———
Redwood Investment Management, LLC
N/A—9,012-9,012-100%$643.0K———
Cozad Asset Management Inc
N/A—9,009-9,009-100%$643.2K———
Curio Wealth, LLC
N/A—9,007-9,007-100%$643.1K———
EntryPoint Capital, LLC
N/A—9,005-9,005-100%$643.0K———
Prospect Financial Services LLC
N/A—8,991-8,991-100%$642.0K———
BCS Private Wealth Management, Inc.
N/A—8,960-8,960-100%$639.7K———
Range Advisory, LLC
N/A—8,830-8,830-100%$630.5K———
Twinbeech Capital LP
N/A—8,826-8,826-100%$630.2K———
Banco BTG Pactual S.A.
N/A—8,805-8,805-100%$628.7K———
Family Manage LLC
N/A—8,800-8,800-100%$628.3K———
Spartan Wealth Advisory Services LLC
N/A—8,794-8,794-100%$627.9K———
Round Rock Advisors LLC
N/A—8,785-8,785-100%$627.2K———
Fort Sheridan Advisors LLC
N/A—8,782-8,782-100%$627.0K———
Clearstead Trust, LLC
N/A—8,704-8,704-100%$621.5K———
Allied Private Wealth LLC
N/A—8,703-8,703-100%$657.9K———
Bernicke Wealth Management, Ltd.
N/A—8,681-8,681-100%$619.8K———
Strategic Investment Advisors / MI
N/A—8,662-8,662-100%$618.4K———
Wall Street Financial Group, Inc.
N/A—8,656-8,656-100%$618.0K———
Kera Capital Partners, Inc.
N/A—8,601-8,601-100%$614.1K———
Pitcairn Wealth Advisors LLC
N/A—8,588-8,588-100%$613.2K———
MidFirst Bank
N/A—8,580-8,580-100%$612.6K———
Seeds Investor LLC
N/A—8,512-8,512-100%$607.8K———
Roberts Glore & Co Inc
N/A—8,468-8,468-100%$604.6K———
Sierra Capital LLC
N/A—8,409-8,409-100%$600.4K———
Xcelsior Advisor Partners LLC
N/A—8,343-8,343-100%$595.7K———
Birchcreek Wealth Management, LLC
N/A—8,318-8,318-100%$593.9K———
Bulltick Wealth Management, LLC
N/A—8,318-8,318-100%$593.9K———
Vance Wealth, LLC
N/A—8,278-8,278-100%$591.1K———
Cofg Advisors, LLC
N/A—8,273-8,273-100%$590.7K———
Serenus Wealth Advisors, LLC
N/A—8,210-8,210-100%$586.2K———
Werba Rubin Papier Wealth Management
N/A—8,194-8,194-100%$585.1K———
Howe & Rusling Inc
N/A—8,168-8,168-100%$583.2K———
Ruane, Cunniff & Goldfarb L.P.
N/A—8,091-8,091-100%$577.7K———
WJ Financial Advisors LLC
N/A—8,061-8,061-100%$575.6K———
Blackstone Inc.
N/A—8,000-8,000-100%$571.2K———
Swiss RE LTD
N/A—7,973-7,973-100%$569.3K———
S Harris Financial Group, LLC
N/A—7,943-7,943-100%$567.1K———
Index Technologies Group LLC
N/A—7,921-7,921-100%$565.6K———
Resources Management Corp
N/A—7,898-7,898-100%$563.9K———
Mission Creek Capital Partners, Inc.
N/A—7,883-7,883-100%$562.8K———
Granite Bay Wealth Management, LLC
N/A—7,849-7,849-100%$560.0K———
Generation Capital Management LLC
N/A—7,800-7,800-100%$556.9K———
Bluebird Wealth Management LLC
N/A—7,791-7,791-100%$556.3K———
GSA Capital Partners LLP
N/A—7,791-7,791-100%$556.0K———
Atalanta Sosnoff Capital, LLC
N/A—7,782-7,782-100%$555.6K———
George Kaiser Family Foundation
N/A—7,667-7,667-100%$547.4K———
Proffitt & Goodson Inc
N/A—7,629-7,629-100%$544.7K———
Safeguard Investment Advisory Group, LLC
N/A—7,587-7,587-100%$541.7K———
TRU Independence Asset Management 2, LLC
N/A—7,437-7,437-100%$531.0K———
Beta Wealth Group, Inc.
N/A—7,400-7,400-100%$528.4K———
Spwm Advisors LLC
N/A—7,383-7,383-100%$509.1K———
Falcon Wealth Planning
N/A—7,358-7,358-100%$525.3K———
Momentum Wealth Planning, LLC
N/A—7,320-7,320-100%$522.6K———
IFC Advisors LLC
N/A—7,301-7,301-100%$521.3K———
Atlas Legacy Advisors, LLC
N/A—7,276-7,276-100%$550.7K———
Octavia Wealth Advisors, LLC
N/A—7,195-7,195-100%$513.7K———
Investment Advisory Services Group LLC
N/A—7,178-7,178-100%$512.5K———
Wayfinding Financial, LLC
N/A—7,141-7,141-100%$509.0K———
Gross & Hartman Investments LLC
N/A—7,134-7,134-100%$509.4K———
Berkeley Capital Partners, LLC
N/A—7,119-7,119-100%$508.3K———
Integrated Investment Consultants, LLC
N/A—7,098-7,098-100%$506.8K———
One Wealth Advisors, LLC
N/A—7,061-7,061-100%$504.2K———
Voya Financial Advisors, Inc.
N/A—7,027-7,027-100%$518.5K———
JMN Financial LLC
N/A—6,965-6,965-100%$497.3K———
Tripletail Wealth Management, LLC
N/A—6,940-6,940-100%$538.9K———
Symphony Financial Services, Inc.
N/A—6,926-6,926-100%$494.5K———
Sterneck Capital Management, LLC
N/A—6,922-6,922-100%$494.2K———
one8zero8, LLC
N/A—6,906-6,906-100%$493.1K———
Ketron Financial
N/A—6,890-6,890-100%$491.9K———
Calton & Associates, Inc.
N/A—6,877-6,877-100%$491.0K———
Hills Bank & Trust Co
N/A—6,849-6,849-100%$489.0K———
Novare Capital Management LLC
N/A—6,840-6,840-100%$488.4K———
Leavell Investment Management, Inc.
N/A—6,820-6,820-100%$486.9K———
TD Capital Management LLC
N/A—6,811-6,811-100%$486.3K———
Strategies Wealth Advisors, LLC
N/A—6,632-6,632-100%$473.5K———
Magnolia Capital Advisors LLC
N/A—6,572-6,572-100%$469.2K———
Park Place Capital Corp
N/A—6,518-6,518-100%$465.4K———
Storgate, LLC
N/A—6,518-6,518-100%$465.4K———
Heritage Wealth Advisors
N/A—6,511-6,511-100%$464.9K———
Moment Partners, LLC
N/A—6,500-6,500-100%$464.1K———
Partners Capital Investment Group, LLP
N/A—6,460-6,460-100%$461.2K———
Copos Capital B.V.
N/A—6,457-6,457-100%$461.0K———
Pacific SUN Financial Corp
N/A—6,421-6,421-100%$458.5K———
Chilton Investment Co Inc.
N/A—6,403-6,403-100%$457.2K———
Headinvest, LLC
N/A—6,355-6,355-100%$453.7K———
Sovereign Financial Group, Inc.
N/A—6,320-6,320-100%$451.2K———
Sonoma Allocations LLC
N/A—6,271-6,271-100%$459.9K———
West Family Investments, Inc.
N/A—6,260-6,260-100%$447.0K———
Aspen Grove Capital, LLC
N/A—6,227-6,227-100%$444.6K———
Burling Wealth Partners, LLC
N/A—6,218-6,218-100%$444.0K———
Ogorek Anthony Joseph
N/A—6,213-6,213-100%$443.0K———
Ellenbecker Investment Group
N/A—6,191-6,191-100%$442.0K———
Ballast Advisors LLC
N/A—6,168-6,168-100%$440.4K———
Readystate Asset Management LP
N/A—6,165-6,165-100%$440.2K———
Militia Capital Management LLC
N/A—6,134-6,134-100%$438.0K———
One Wealth Map LLC
N/A—6,106-6,106-100%$449.6K———
Whalerock Point Partners, LLC
N/A—6,095-6,095-100%$435.2K———
Clarendon Private LLC
N/A—6,075-6,075-100%$433.8K———
Donaldson Capital Management, LLC
N/A—6,072-6,072-100%$433.5K———
Frisch Financial Group, Inc.
N/A—6,059-6,059-100%$432.6K———
Arrowroot Family Office, LLC
N/A—6,024-6,024-100%$430.1K———
Guardian Capital, LLC
N/A—6,009-6,009-100%$429.0K———
Twin Peaks Wealth Advisors, LLC
N/A—6,003-6,003-100%$428.6K———
Maxele Advisors, LLC
N/A—5,990-5,990-100%$427.7K———
Kensington Investment Counsel, LLC
N/A—5,968-5,968-100%$426.1K———
Sunflower Bank, N.A.
N/A—5,906-5,906-100%$421.7K———
First Financial Bankshares Inc
N/A—5,900-5,900-100%$421.3K———
Magnolia Private Wealth, LLC
N/A—5,896-5,896-100%$421.0K———
Concorde Asset Management, LLC
N/A—5,853-5,853-100%$417.9K———
SlateStone Wealth, LLC
N/A—5,835-5,835-100%$417.0K———
UP Strategic Wealth Investment Advisors LLC
N/A—5,800-5,800-100%$430.4K———
McLaughlin Asset Management, Inc.
N/A—5,752-5,752-100%$410.7K———
Purkiss Capital Advisors LLC
N/A—5,748-5,748-100%$410.4K———
a16z Perennial Management, L.P.
N/A—5,740-5,740-100%$409.8K———
BTS Asset Management, Inc.
N/A—5,723-5,723-100%$408.6K———
Brave Asset Management Inc
N/A—5,719-5,719-100%$408.3K———
Cornerstone Advisory, LLC
N/A—5,715-5,715-100%$408.1K———
South Plains Financial, Inc.
N/A—5,705-5,705-100%$407.3K———
Rothschild Capital Partners, LLC
N/A—5,671-5,671-100%$404.9K———
Graham Capital Management, L.P.
N/A—5,661-5,661-100%$404.2K———
Vista Investment Management
N/A—5,660-5,660-100%$404.1K———
Auxano Advisors, LLC
N/A—5,646-5,646-100%$403.1K———
Seascape Capital Management
N/A—5,611-5,611-100%$401.0K———
AdvisorShares Investments LLC
N/A—5,600-5,600-100%$399.8K———
Oxinas Partners, LLC
N/A—5,590-5,590-100%$399.1K———
Consilio Wealth Advisors, LLC
N/A—5,584-5,584-100%$398.7K———
Strive Financial Group,LLC
N/A—5,584-5,584-100%$398.7K———
Drake & Associates, LLC
N/A—5,521-5,521-100%$394.2K———
Investor's Fiduciary Advisor Network, LLC
N/A—5,515-5,515-100%$393.0K———
Shay Capital LLC
N/A—5,500-5,500-100%$392.7K———
Payne Capital Management, LLC
N/A—5,496-5,496-100%$392.4K———
Kirtland Hills Capital Management, LLC
N/A—5,493-5,493-100%$392.2K———
Bank of Marin
N/A—5,485-5,485-100%$391.6K———
Expressive Wealth LLC
N/A—5,477-5,477-100%$391.1K———
American Trust
N/A—5,444-5,444-100%$388.7K———
Community Bank, N.A.
N/A—5,440-5,440-100%$388.4K———
Next Capital Management LLC
N/A—5,410-5,410-100%$386.3K———
Winton Group Ltd
N/A—5,400-5,400-100%$385.6K———
GenTrust, LLC
N/A—5,382-5,382-100%$384.3K———
Wellington-Altus USA Inc.
N/A—5,381-5,381-100%$517.4K———
Laidlaw Wealth Management LLC
N/A—5,375-5,375-100%$383.8K———
PSI Advisors, LLC
N/A—5,361-5,361-100%$382.8K———
Wescott Financial Advisory Group, LLC
N/A—5,264-5,264-100%$375.8K———
Capstone Financial Advisors, Inc.
N/A—5,202-5,202-100%$371.4K———
Fortress Private Ledger, LLC
N/A—5,196-5,196-100%$371.0K———
Biondo Investment Advisors, LLC
N/A—5,170-5,170-100%$369.1K———
Evergreen Wealth Partners LLC
N/A—5,165-5,165-100%$368.8K———
Tandem Wealth Advisors LLC
N/A—5,160-5,160-100%$368.4K———
Plum Street Advisors, LLC
N/A—5,150-5,150-100%$367.7K———
Entelevest, LLC
N/A—5,147-5,147-100%$367.5K———
Liberty Wealth Management LLC
N/A—5,143-5,143-100%$494.2K———
M1 Capital Management LLC
N/A—5,125-5,125-100%$365.9K———
Greenwich Wealth Management LLC
N/A—5,069-5,069-100%$362.0K———
Potentia Wealth
N/A—5,017-5,017-100%$358.2K———
Motley Fool Wealth Management, LLC
N/A—5,006-5,006-100%$357.4K———
Vawter Financial, Ltd.
N/A—5,000-5,000-100%$357.0K———
Harbor Advisors LLC
N/A—5,000-5,000-100%$357.0K———
Beaton Management Co. Inc.
N/A—4,980-4,980-100%$356.0K———
Forefront Wealth Partners, LLC
N/A—4,964-4,964-100%$354.4K———
Thomasville National Bank
N/A—4,959-4,959-100%$354.1K———
Harbour Investment Management LLC
N/A—4,950-4,950-100%$353.4K———
Vantus Wealth LLC
N/A—4,941-4,941-100%$352.8K———
Game Plan Financial Advisors, LLC
N/A—4,920-4,920-100%$351.3K———
Maripau Wealth Management LLC
N/A—4,914-4,914-100%$350.8K———
Lafayette Investments, Inc.
N/A—4,913-4,913-100%$350.8K———
Spirepoint Private Client, LLC
N/A—4,911-4,911-100%$350.6K———
Delta Investment Management, LLC
N/A—4,883-4,883-100%$348.6K———
Inspire Advisors, LLC
N/A—4,854-4,854-100%$354.4K———
Gambit Capital Management, LLC
N/A—4,851-4,851-100%$346.4K———
OneAscent Financial Services LLC
N/A—4,842-4,842-100%$345.7K———
Optimize Financial Inc.
N/A—4,839-4,839-100%$345.5K———
Sound Capital Solutions LLC
N/A—4,839-4,839-100%$345.5K———
LWM Advisory Services, LLC
N/A—4,830-4,830-100%$344.9K———
Greenline Wealth Management LLC
N/A—4,755-4,755-100%$339.5K———
Petix & Botte Co
N/A—4,733-4,733-100%$337.9K———
Red Wave Investments LLC
N/A—4,718-4,718-100%$336.9K———
Mizuho Markets Americas LLC
N/A—4,700-4,700-100%$335.6K———
Pasadena Private Wealth, LLC
N/A—4,681-4,681-100%$334.2K———
FMB Wealth Management
N/A—4,670-4,670-100%$333.4K———
Channel Wealth LLC
N/A—4,634-4,634-100%$330.9K———
Marble Wealth, LLC
N/A—4,630-4,630-100%$330.6K———
Select Asset Management & Trust
N/A—4,630-4,630-100%$331.0K———
Sittner & Nelson, LLC
N/A—4,626-4,626-100%$330.3K———
McMillan Office, Inc.
N/A—4,626-4,626-100%$330.3K———
Mayport, LLC
N/A—4,620-4,620-100%$329.9K———
Keating Financial Advisory Services, Inc.
N/A—4,603-4,603-100%$328.7K———
Cogent Private Wealth, Inc.
N/A—4,580-4,580-100%$327.0K———
Wealthquest Corp
N/A—4,562-4,562-100%$325.7K———
LeClair Wealth Partners LLC
N/A—4,551-4,551-100%$324.9K———
Cohen & Steers, Inc.
N/A—4,500-4,500-100%$321.0K———
Steigerwald, Gordon & Koch Inc.
N/A—4,498-4,498-100%$321.2K———
Nicholson Wealth Management Group, LLC
N/A—4,460-4,460-100%$318.4K———
Centric Wealth Management
N/A—4,446-4,446-100%$404.7K———
Corsicana & Co.
N/A—4,425-4,425-100%$315.9K———
Sharp Wealth Advisory, LLC
N/A—4,416-4,416-100%$315.3K———
Becker Capital Management Inc
N/A—4,412-4,412-100%$315.0K———
Barr E S & Co
N/A—4,400-4,400-100%$314.2K———
Alongside, LLC
N/A—4,395-4,395-100%$313.8K———
49 Wealth Management, LLC
N/A—4,395-4,395-100%$313.8K———
M3 Advisory Group, LLC
N/A—4,357-4,357-100%$311.1K———
Altar Rock LLC
N/A—4,343-4,343-100%$310.1K———
Payne Capital LLC
N/A—4,330-4,330-100%$309.2K———
ProVise Management Group, LLC
N/A—4,317-4,317-100%$308.2K———
Polymer Capital Management (US) LLC
N/A—4,310-4,310-100%$307.7K———
Fort Point Capital Partners LLC
N/A—4,275-4,275-100%$305.2K———
Steadtrust LLC
N/A—4,273-4,273-100%$305.1K———
LRI Investments, LLC
N/A—4,252-4,252-100%$303.6K———
Tobias Financial Advisors, Inc.
N/A—4,245-4,245-100%$303.1K———
Bedel Financial Consulting, Inc.
N/A—4,240-4,240-100%$302.7K———
Morris Financial Concepts, Inc.
N/A—4,238-4,238-100%$302.6K———
New World Advisors LLC
N/A—4,221-4,221-100%$301.4K———
Mason & Associates Inc
N/A—4,216-4,216-100%$301.0K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—4,215-4,215-100%$301.0K———
Integrity Financial Corp
N/A—4,194-4,194-100%$299.5K———
Cannell & Spears LLC
N/A—4,191-4,191-100%$299.2K———
Ruggiero Investments, Inc.
N/A—4,189-4,189-100%$299.1K———
Atlanta Consulting Group Advisors, LLC
N/A—4,187-4,187-100%$299.0K———
Landing Point Financial Group, LLC
N/A—4,175-4,175-100%$298.1K———
Rexford Capital Inc
N/A—4,171-4,171-100%$297.8K———
McLean Asset Management Corp
N/A—4,154-4,154-100%$297.9K———
Resurgent Financial Advisors LLC
N/A—4,153-4,153-100%$296.5K———
Palumbo Wealth Management LLC
N/A—4,122-4,122-100%$294.3K———
1ST Source Bank
N/A—4,079-4,079-100%$291.2K———
Eaton Financial Holdings Company, LLC
N/A—4,077-4,077-100%$291.1K———
Boreal Capital Management LLC
N/A—4,040-4,040-100%$288.5K———
Thompson David Blair
N/A—4,039-4,039-100%$288.4K———
FSB Premier Wealth Management, Inc.
N/A—4,038-4,038-100%$288.3K———
Core Wealth Advisors, Inc.
N/A—4,024-4,024-100%$287.3K———
Astra Wealth Partners LLC
N/A—4,016-4,016-100%$286.7K———
Painted Porch Advisors LLC
N/A—4,011-4,011-100%$286.4K———
Alpha Zero LLC
N/A—4,007-4,007-100%$297.9K———
Stonebridge Financial Planning Group, LLC
N/A—3,990-3,990-100%$284.9K———
Bull Harbor Capital LLC
N/A—3,976-3,976-100%$283.9K———
Jackson Thornton Wealth Management, LLC
N/A—3,971-3,971-100%$283.5K———
RNC Capital Management LLC
N/A—3,960-3,960-100%$282.7K———
Chaney Capital Management, Inc.
N/A—3,959-3,959-100%$282.7K———
Sciencast Management LP
N/A—3,956-3,956-100%$282.5K———
Ariadne Wealth Management, LP
N/A—3,951-3,951-100%$282.1K———
One Wealth Management Investment & Advisory Services, LLC
N/A—3,933-3,933-100%$280.8K———
Wallace Advisory Group, LLC
N/A—3,903-3,903-100%$278.7K———
CTC Alternative Strategies, Ltd.
N/A—3,900-3,900-100%$278.5K———
Garrison Point Advisors, LLC
N/A—3,900-3,900-100%$278.5K———
Estate Planners Group, LLC
N/A—3,871-3,871-100%$276.4K———
Cedarwood Wealth LLC
N/A—3,851-3,851-100%$275.0K———
Truvestments Capital LLC
N/A—3,825-3,825-100%$273.1K———
Strategic Financial Concepts, LLC
N/A—3,785-3,785-100%$270.2K———
Wealth Management Associates, Inc.
N/A—3,778-3,778-100%$269.7K———
Allium Financial Advisors, LLC
N/A—3,774-3,774-100%$269.5K———
NCP Inc.
N/A—3,750-3,750-100%$267.8K———
IMA Advisory Services, Inc.
N/A—3,742-3,742-100%$267.2K———
First American Trust, FSB
N/A—3,741-3,741-100%$267.1K———
CFO4Life Group, LLC
N/A—3,726-3,726-100%$266.0K———
Marco Investment Management LLC
N/A—3,715-3,715-100%$265.3K———
Brio Consultants, LLC
N/A—3,715-3,715-100%$265.3K———
Concentrum Wealth Management
N/A—3,697-3,697-100%$264.0K———
Hobbs Group Advisors, LLC
N/A—3,666-3,666-100%$261.7K———
Bridgewealth Advisory Group, LLC
N/A—3,661-3,661-100%$261.4K———
Cascades Capital Asset Management, LLC
N/A—3,655-3,655-100%$261.0K———
Valtrion Capital Management, LLC
N/A—3,647-3,647-100%$260.4K———
44 Wealth Management LLC
N/A—3,643-3,643-100%$260.1K———
Swan Global Investments, LLC
N/A—3,636-3,636-100%$259.6K———
Core Alternative Capital
N/A—3,630-3,630-100%$259.2K———
Geometric Wealth Advisors
N/A—3,620-3,620-100%$258.5K———
Runnymede Capital Advisors, Inc.
N/A—3,605-3,605-100%$257.4K———
Cape ANN Savings Bank
N/A—3,585-3,585-100%$256.0K———
Liberty One Investment Management, LLC
N/A—3,562-3,562-100%$254.3K———
Connective Capital Management, LLC
N/A—3,561-3,561-100%$254.3K———
Tudor Financial Inc.
N/A—3,550-3,550-100%$253.5K———
Vectors Research Management, LLC
N/A—3,530-3,530-100%$252.0K———
Mars Jewett Financial Group, Inc.
N/A—3,503-3,503-100%$250.1K———
Marietta Investment Partners LLC
N/A—3,500-3,500-100%$249.9K———
Menora Mivtachim Holdings Ltd.
N/A—3,500-3,500-100%$249.9K———
Wexford Capital LP
N/A—3,419-3,419-100%$244.1K———
Delta Asset Management LLC
N/A—3,413-3,413-100%$243.7K———
Avise Financial Cooperative, Inc.
N/A—3,410-3,410-100%$243.5K———
Retirement Planning Group, LLC / NY
N/A—3,407-3,407-100%$243.3K———
Timbuktu Capital Management, LLC
N/A—3,390-3,390-100%$242.0K———
Blue Chip Partners, LLC
N/A—3,370-3,370-100%$240.6K———
Tranquilli Financial Advisor LLC
N/A—3,358-3,358-100%$239.8K———
American Trust Investment Advisors, LLC
N/A—3,340-3,340-100%$238.5K———
BOK Financial Private Wealth, Inc.
N/A—3,328-3,328-100%$237.6K———
Second Line Capital, LLC
N/A—3,325-3,325-100%$237.4K———
Ironwood Investment Counsel, LLC
N/A—3,319-3,319-100%$237.0K———
Somerset Group LLC
N/A—3,311-3,311-100%$242.9K———
Meridian Wealth Partners, LLC
N/A—3,300-3,300-100%$235.6K———
GW&K Investment Management, LLC
N/A—3,299-3,299-100%$236.0K———
J.E. Simmons & Co., P.C.
N/A—3,294-3,294-100%$235.2K———
1248 Management, LLC
N/A—3,291-3,291-100%$235.0K———
Rogco, LP
N/A—3,276-3,276-100%$233.9K———
Fayez Sarofim & Co
N/A—3,270-3,270-100%$233.5K———
Sovereign Investment Advisors, LLC
N/A—3,220-3,220-100%$229.9K———
Brand Asset Management Group, Inc.
N/A—3,207-3,207-100%$229.0K———
Financial Avengers, Inc.
N/A—3,205-3,205-100%$228.8K———
One Charles Private Wealth Services, LLC
N/A—3,200-3,200-100%$228.5K———
Pincus Capital Management, LP
N/A—3,188-3,188-100%$227.6K———
Tidemark, LLC
N/A—3,179-3,179-100%$227.0K———
Bellevue Asset Management, LLC
N/A—3,177-3,177-100%$226.8K———
North Star Asset Management Inc
N/A—3,173-3,173-100%$226.6K———
Clarion Wealth Managment Partners, LLC
N/A—3,170-3,170-100%$226.3K———
BBR Partners, LLC
N/A—3,160-3,160-100%$225.6K———
Walter & Keenan Wealth Management LLC
N/A—3,142-3,142-100%$224.3K———
Holistic Financial Partners
N/A—3,132-3,132-100%$223.6K———
Omnia Family Wealth, LLC
N/A—3,097-3,097-100%$221.1K———
Claret Asset Management Corp
N/A—3,088-3,088-100%$220.0K———
KEB Asset Management, LLC
N/A—3,084-3,084-100%$220.2K———
Balanced Wealth Group LLC
N/A—3,060-3,060-100%$218.5K———
Cannon Wealth Management Services, LLC
N/A—3,060-3,060-100%$218.5K———
Hall Capital Management Co Inc
N/A—3,053-3,053-100%$218.0K———
Elm Partners Management LLC
N/A—3,047-3,047-100%$217.6K———
Everest Private Wealth
N/A—3,041-3,041-100%$217.1K———
C M Bidwell & Associates LTD
N/A—3,023-3,023-100%$215.8K———
Blalock Williams, LLC
N/A—3,021-3,021-100%$215.7K———
FSA Advisors, Inc.
N/A—3,014-3,014-100%$215.3K———
Ithaka Group LLC
N/A—3,014-3,014-100%$215.2K———
Melfa Wealth Management, Inc.
N/A—3,009-3,009-100%$214.8K———
CSS LLC
N/A—3,000-3,000-100%$214.2K———
Semper Augustus Investments Group LLC
N/A—2,980-2,980-100%$212.8K———
Vines Capital Management, LLC
N/A—2,965-2,965-100%$211.7K———
Farmers National Bank
N/A—2,964-2,964-100%$211.6K———
Ranch Capital Advisors Inc.
N/A—2,959-2,959-100%$211.3K———
1015 Capital Partners, LLC
N/A—2,955-2,955-100%$211.0K———
Westfuller Advisors, LLC
N/A—2,950-2,950-100%$210.6K———
Houlihan Financial Resource Group, Ltd.
N/A—2,950-2,950-100%$210.6K———
KDT Advisors, LLC
N/A—2,945-2,945-100%$210.3K———
Blueshift Asset Management, LLC
N/A—2,936-2,936-100%$209.6K———
Dorsey Wright & Associates
N/A—2,930-2,930-100%$209.2K———
McElhenny Sheffield Capital Management, LLC
N/A—2,903-2,903-100%$207.3K———
CCG Wealth Management, LLC
N/A—2,896-2,896-100%$206.8K———
Talon Private Wealth, LLC
N/A—2,894-2,894-100%$206.6K———
Jacobs Levy Equity Management, Inc
N/A—2,892-2,892-100%$206.5K———
GWN Securities Inc.
N/A—2,885-2,885-100%$206.0K———
Port Capital LLC
N/A—2,878-2,878-100%$205.5K———
Requisite Capital Management, LLC
N/A—2,841-2,841-100%$202.9K———
MA Private Wealth
N/A—2,839-2,839-100%$202.7K———
Wick Capital Partners, LLC
N/A—2,822-2,822-100%$201.5K———
Crawford Investment Counsel Inc
N/A—2,816-2,816-100%$201.0K———
Atlas Capital Advisors Inc.
N/A—2,730-2,730-100%$194.9K———
Horizon Bancorp Inc
N/A—2,728-2,728-100%$195.0K———
Aviso Financial Inc.
N/A—2,682-2,682-100%$191.5K———
Migdal Insurance & Financial Holdings Ltd.
N/A—2,635-2,635-100%$188.1K———
Prosperity Bancshares Inc
N/A—2,591-2,591-100%$185.0K———
Osbon Capital Management LLC
N/A—2,510-2,510-100%$179.2K———
Meeder Asset Management Inc
N/A—2,504-2,504-100%$178.8K———
Toews Corp
N/A—2,453-2,453-100%$175.1K———
Imprint Wealth LLC
N/A—2,396-2,396-100%$171.1K———
Elkhorn Partners Limited Partnership
N/A—2,300-2,300-100%$164.2K———
Retirement Income Solutions, Inc
N/A—2,290-2,290-100%$220.2K———
Millstone Evans Group, LLC
N/A—2,290-2,290-100%$163.5K———
Vanguard National Trust Co
N/A—2,181-2,181-100%$155.7K———
Medallion Wealth Advisors, LLC
N/A—2,172-2,172-100%$155.1K———
Greykasell Wealth Strategies, Inc.
N/A—2,010-2,010-100%$143.5K———
Mcguire Capital Advisors Inc
N/A—1,990-1,990-100%$142.1K———
Caitlin John, LLC
N/A—1,964-1,964-100%$140.2K———
Fiduciary Financial Advisors
N/A—1,938-1,938-100%$138.7K———
Peterson Wealth Management
N/A—1,870-1,870-100%$133.5K———
Ritter Daniher Financial Advisory LLC / de
N/A—1,870-1,870-100%$133.5K———
Sachetta, LLC
N/A—1,860-1,860-100%$132.8K———
Synergy Investment Management, LLC
N/A—1,845-1,845-100%$132.8K———
Vega Investment Solutions
N/A—1,839-1,839-100%$131.3K———
Palladiem, LLC
N/A—1,760-1,760-100%$125.7K———
Forum Finance Group S.A.
N/A—1,720-1,720-100%$99———
Rialto Wealth Management, LLC
N/A—1,696-1,696-100%$121.1K———
1 North Wealth Services LLC
N/A—1,670-1,670-100%$119.2K———
Cheviot Value Management, LLC
N/A—1,660-1,660-100%$118.5K———
Addison Advisors LLC
N/A—1,646-1,646-100%$117.5K———
Crews Bank & Trust
N/A—1,640-1,640-100%$117.1K———
Wellington Grp LLC
N/A—1,633-1,633-100%$157.0K———
Silicon Valley Capital Partners
N/A—1,600-1,600-100%$114.2K———
Kemnay Advisory Services Inc.
N/A—1,537-1,537-100%$109.7K———
Dogwood Wealth Management LLC
N/A—1,517-1,517-100%$108.3K———
Pingora Partners LLC
N/A—1,500-1,500-100%$107.1K———
Tiaa Trust, National Association
N/A—1,492-1,492-100%$106.5K———
WealthCollab, LLC
N/A—1,476-1,476-100%$105.4K———
Sankala Group LLC
N/A—1,454-1,454-100%$114.2K———
Bernard Wealth Management Corp.
N/A—1,412-1,412-100%$100.8K———
Nova Wealth Management, Inc.
N/A—1,361-1,361-100%$97.2K———
Beaird Harris Wealth Management, LLC
N/A—1,349-1,349-100%$96.3K———
Graney & King, LLC
N/A—1,307-1,307-100%$93.3K———
Cypress Capital Management LLC (WY)
N/A—1,240-1,240-100%$88.5K———
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
N/A—1,237-1,237-100%$88.3K———
Fi3 Financial Advisors, LLC
N/A—1,186-1,186-100%$321.9K———
Manning & Napier Advisors LLC
N/A—1,151-1,151-100%$84.9K———
FWL Investment Management, LLC
N/A—1,150-1,150-100%$82.1K———
PlanVest Financial, Inc
N/A—1,121-1,121-100%$80.0K———
Osterweis Capital Management Inc
N/A—1,100-1,100-100%$78.5K———
N.E.W. Advisory Services LLC
N/A—1,059-1,059-100%$75.6K———
Merrithew & Thorsten Inc
N/A—1,040-1,040-100%$74.0K———
Wiser Advisor Group LLC
N/A—1,016-1,016-100%$72.5K———
Pinnacle Holdings, LLC
N/A—1,011-1,011-100%$72.2K———
Thomas J. Herzfeld Advisors, Inc.
N/A—1,000-1,000-100%$71.4K———
Centennial Bank
N/A—1,000-1,000-100%$71.4K———
OV Management LLC
N/A—940-940-100%$67.1K———
Strategic Investment Solutions, Inc.
N/A—920-920-100%$65.7K———
Kerr Financial Planning Corp
N/A—875-875-100%$62.5K———
Kilter Group LLC
N/A—871-871-100%$62.2K———
Hamrick Investment Counsel, llc
N/A—867-867-100%$61.9K———
Consultiva Wealth Management, Corp.
N/A—850-850-100%$60.7K———
Meramec Financial Planners, LLC
N/A—818-818-100%$57.6K———
Raffa Wealth Management, LLC
N/A—812-812-100%$58.0K———
Seneschal Advisors, LLC
N/A—780-780-100%$55.7K———
Kelly Lawrence W & Associates Inc
N/A—775-775-100%$55.3K———
Reyl & Cie S.A.
N/A—750-750-100%$72.3K———
180 GPS Investments IC Ltd
N/A—705-705-100%$50.3K———
Copia Wealth Management
N/A—631-631-100%$45.1K———
Ankerstar Wealth, LLC
N/A—613-613-100%$43.8K———
PMV Capital Advisers, LLC
N/A—604-604-100%$43.1K———
IAG Wealth Partners, LLC
N/A—590-590-100%$42.1K———
Aberdeen Wealth Management LLC
N/A—570-570-100%$40.7K———
Mpwm Advisory Solutions, LLC
N/A—538-538-100%$38.4K———
Cornerstone Financial Management LLC
N/A—529-529-100%$37.8K———
BankPlus Trust Department
N/A—480-480-100%$34.3K———
Leo H. Evart, Inc.
N/A—471-471-100%$33.6K———
Estabrook Capital Management
N/A—455-455-100%$32.5K———
Walsh & Associates, LLC
N/A—440-440-100%$31.4K———
Godfrey Financial Associates, Inc.
N/A—430-430-100%$30.7K———
Accent Capital Management, LLC
N/A—420-420-100%$30.0K———
Burnham & Co LLC
N/A—400-400-100%$28.6K———
Mark Sheptoff Financial Planning, LLC
N/A—391-391-100%$27.9K———
Penserra Capital Management LLC
N/A—372-372-100%$26———
Clal Insurance Enterprises Holdings Ltd
N/A—364-364-100%$26.0K———
Capital Advisor Network LLC
N/A—345-345-100%$24.6K———
PIN OAK Investment Advisors Inc
N/A—340-340-100%$24———
Lummis Asset Management, LP
N/A—340-340-100%$24.9K———
Tacita Capital Inc
N/A—330-330-100%$23.6K———
Swan Capital LLC
N/A—327-327-100%$23.3K———
Abound Financial, LLC
N/A—324-324-100%$23.1K———
Frazier Financial Advisors, LLC
N/A—322-322-100%$23.0K———
Bollard Group LLC
N/A—313-313-100%$22———
S&T Bank
N/A—301-301-100%$21.5K———
Bravera Wealth
N/A—290-290-100%$20.7K———
Cbiz Investment Advisory Services, LLC
N/A—290-290-100%$27.9K———
HighMark Wealth Management LLC
N/A—290-290-100%$20.7K———
Delos Wealth Advisors, LLC
N/A—239-239-100%$17.1K———
Front Row Advisors LLC
N/A—230-230-100%$17.2K———
Bruce G. Allen Investments, LLC
N/A—230-230-100%$16.4K———
Napier Financial, LLC
N/A—221-221-100%$15.8K———
Oakmont Advisory Group, LLC
N/A—210-210-100%$15.0K———
Luminist Capital LLC
N/A—200-200-100%$14.3K———
Jackson, Grant Investment Advisers, Inc.
N/A—200-200-100%$14.3K———
DV Trading LLC
N/A—190-190-100%$4.8K———
Financial Life Planners
N/A—190-190-100%$13.6K———
Marshall Investment Management, LLC
N/A—180-180-100%$12.9K———
Graticule Asia Macro Advisors LLC
N/A—174-174-100%$12.4K———
Riverview Trust Co
N/A—160-160-100%$11.4K———
Ramirez Asset Management, Inc.
N/A—150-150-100%$10.7K———
Coston, McIsaac & Partners
N/A—150-150-100%$10———
Longfellow Investment Management Co LLC
N/A—140-140-100%$10.0K———
VSM Wealth Advisory, LLC
N/A—135-135-100%$9.6K———
Wedbush Fund Advisers, LLC
N/A—120-120-100%$8.6K———
Investment Counsel Co of Nevada
N/A—115-115-100%$8.2K———
Turim 21 Investimentos Ltda.
N/A—110-110-100%$7.9K———
Atomic Invest LLC
N/A—110-110-100%$8.1K———
Basepoint Wealth LLC
N/A—107-107-100%$7.6K———
Investors Portfolio Services LLC
N/A—104-104-100%$7.4K———
Berkshire Capital Holdings Inc
N/A—100-100-100%$7.1K———
Roble, Belko & Company, Inc
N/A—95-95-100%$7———
Miller Capital Partners, Inc.
N/A—90-90-100%$6.4K———
Caldwell Sutter Capital, Inc.
N/A—90-90-100%$6.4K———
Quarry LP
N/A—87-87-100%$6.2K———
HFM Investment Advisors, LLC
N/A—74-74-100%$5.3K———
Highland Investment Advisors LLC
N/A—71-71-100%$5.1K———
CoreFirst Bank & Trust
N/A—60-60-100%$4.3K———
Philadelphia Investment Partners, LLC
N/A—50-50-100%$3.6K———
Harborfront Financial Group LLC
N/A—50-50-100%$3.6K———
Conquis Financial LLC
N/A—50-50-100%$3.6K———
Disciplina Capital Management LLC
N/A—40-40-100%$2.9K———
JDM Financial Group LLC
N/A—40-40-100%$2.9K———
Three Bearings Fiduciary Advisors, Inc.
N/A—40-40-100%$2.9K———
Chesapeake Asset Management LLC
N/A—30-30-100%$2.1K———
MRP Capital Investments, LLC
N/A—20-20-100%$1.4K———
IQ EQ Fund Management (Singapore) Private Ltd
N/A—20-20-100%$1.4K———
Vanguard Advisers Inc
N/A—19-19-100%$1.4K———
Minot DeBlois Advisors LLC
N/A—15-15-100%$1.1K———
Ross\johnson & Associates LLC
N/A—13-13-100%$928———
Evolution Advisers, Inc.
N/A—12-12-100%$0———
Top Private Wealth Llc.
N/A—11-11-100%$785———
Cordant, Inc.
N/A—11-11-100%$774———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—10-10-100%$714———
Showing 3529 of 3529 institutions