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Novartis AG (NVSN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Fisher Asset Management, LLC
INCREASED
Shares16,762,528 from 15,523,378
Change+1,239,150 (+8%)
Value$2.4B (-$43.0M)
Filed 2026-11-06
Dimensional Fund Advisors LP
DECREASED
Shares7,875,541 from 8,117,586
Change-242,045 (-3%)
Value$1.1B (-$149.2M)
Filed 2026-11-04
Principal Financial Group Inc
DECREASED
Shares1,522,092 from 1,565,796
Change-43,704 (-3%)
Value$217.0M (-$28.4M)
Filed 2026-11-02
Truist Financial Corp
INCREASED
Shares1,004,567 from 968,701
Change+35,866 (+4%)
Value$143.2M (-$8.6M)
Filed 2026-10-30
LPL Financial LLC
INCREASED
Shares667,820 from 666,272
Change+1,548 (+0%)
Value$95.2M (-$9.2M)
Filed 2026-11-06
Creative Planning
DECREASED
Shares524,405 from 546,659
Change-22,254 (-4%)
Value$74.8M (-$10.9M)
Filed 2026-11-02
Barclays PLC
INCREASED
Shares493,719 from 8,627
Change+485,092 (+5623%)
Value$70.4M (+$69.0M)
Filed 2026-11-06
Bank of Montreal
INCREASED
Shares478,340 from 104,932
Change+373,408 (+356%)
Value$68.2M (+$51.8M)
Filed 2026-11-09
Tctc Holdings, LLC
UNCHANGED
Shares393,932 from 393,932
Change0 (0%)
Value$56.2M (-$5.6M)
Filed 2026-11-02
Assetmark, Inc
DECREASED
Shares391,178 from 442,978
Change-51,800 (-12%)
Value$55.8M (-$13.7M)
Filed 2026-10-21
AGF Management LTD
DECREASED
Shares359,405 from 360,354
Change-949 (0%)
Value$51.2M (-$5.2M)
Filed 2026-11-03
Bank of New York Mellon Corp
INCREASED
Shares345,146 from 328,948
Change+16,198 (+5%)
Value$49.2M (-$2.3M)
Filed 2026-11-05
Todd Asset Management LLC
INCREASED
Shares319,864 from 317,429
Change+2,435 (+1%)
Value$45.6M (-$4.1M)
Filed 2026-10-27
US Bancorp \de\
INCREASED
Shares274,574 from 262,178
Change+12,396 (+5%)
Value$39.1M (-$1.9M)
Filed 2026-11-05
Savant Capital, LLC
INCREASED
Shares244,135 from 150,968
Change+93,167 (+62%)
Value$34.8M (+$11.6M)
Filed 2026-11-06
Midwest Trust Co
DECREASED
Shares238,451 from 239,181
Change-730 (0%)
Value$34.0M (-$3.5M)
Filed 2026-10-22
Miller Howard Investments Inc
NEW
Shares229,623
Change+229,623
Value$32.7M
Filed 2026-10-26
Oppenheimer Asset Management Inc.
INCREASED
Shares221,167 from 217,234
Change+3,933 (+2%)
Value$31.5M (-$2.5M)
Filed 2026-10-27
PNC Financial Services Group, Inc.
DECREASED
Shares220,230 from 222,881
Change-2,651 (-1%)
Value$31.4M (-$3.5M)
Filed 2026-11-06
Kestra Advisory Services, LLC
INCREASED
Shares194,907 from 185,906
Change+9,001 (+5%)
Value$27.8M (-$1.3M)
Filed 2026-11-02
Ferguson Wellman Capital Management, Inc
INCREASED
Shares185,430 from 182,260
Change+3,170 (+2%)
Value$26.4M (-$2.1M)
Filed 2026-10-05
Godsey & Gibb, Inc
DECREASED
Shares181,232 from 183,015
Change-1,783 (-1%)
Value$25.8M (-$2.8M)
Filed 2026-10-14
Citigroup Inc
DECREASED
Shares161,120 from 265,626
Change-104,506 (-39%)
Value$23.0M (-$18.7M)
Filed 2026-11-04
D.A. Davidson & Co.
DECREASED
Shares158,934 from 163,017
Change-4,083 (-2%)
Value$22.7M (-$2.9M)
Filed 2026-10-28
Grandfield & Dodd, LLC
DECREASED
Shares153,313 from 153,436
Change-123 (0%)
Value$21.9M (-$2.2M)
Filed 2026-10-29
Commonwealth Equity Services, LLC
INCREASED
Shares152,688 from 148,691
Change+3,997 (+3%)
Value$21.8M (-$1.5M)
Filed 2026-11-02
Russell Investments Group, Ltd.
INCREASED
Shares136,987 from 55,033
Change+81,954 (+149%)
Value$19.5M (+$10.9M)
Filed 2026-11-06
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares135,549 from 150,656
Change-15,107 (-10%)
Value$17.6M (-$3.6M)
Filed 2026-10-13
Coleford Investment Management Ltd.
INCREASED
Shares134,125 from 133,970
Change+155 (+0%)
Value$19.1M (-$1.9M)
Filed 2026-11-09
Douglas Lane & Associates, LLC
DECREASED
Shares132,255 from 140,152
Change-7,897 (-6%)
Value$18.9M (-$3.1M)
Filed 2026-10-09
ProVise Management Group, LLC
DECREASED
Shares129,971 from 134,100
Change-4,129 (-3%)
Value$18.5M (-$2.5M)
Filed 2026-11-06
Ethic Inc.
INCREASED
Shares125,843 from 108,784
Change+17,059 (+16%)
Value$17.9M (+$892.8K)
Filed 2026-11-03
GW Henssler & Associates LTD
DECREASED
Shares122,961 from 123,971
Change-1,010 (-1%)
Value$17.5M (-$1.9M)
Filed 2026-10-26
Wilkins Investment Counsel Inc
DECREASED
Shares109,717 from 111,067
Change-1,350 (-1%)
Value$15.6M (-$1.8M)
Filed 2026-11-03
TD Waterhouse Canada Inc.
INCREASED
Shares103,905 from 86,457
Change+17,448 (+20%)
Value$14.7M (+$1.3M)
Filed 2026-10-16
Ritholtz Wealth Management
DECREASED
Shares103,841 from 105,819
Change-1,978 (-2%)
Value$14.8M (-$1.8M)
Filed 2026-11-05
First Fiduciary Investment Counsel, Inc.
INCREASED
Shares99,352 from 99,224
Change+128 (+0%)
Value$14.2K (-$15.5M)
Filed 2026-10-27
Allworth Financial LP
INCREASED
Shares93,900 from 92,390
Change+1,510 (+2%)
Value$14.7M (+$236.6K)
Filed 2026-11-06
American Assets Investment Management, LLC
UNCHANGED
Shares93,610 from 93,610
Change0 (0%)
Value$13.3M (-$1.3M)
Filed 2026-10-30
Matthew Goff Investment Advisor, LLC
DECREASED
Shares82,410 from 82,971
Change-561 (-1%)
Value$11.7M (-$1.3M)
Filed 2026-10-13
Allspring Global Investments Holdings, LLC
INCREASED
Shares82,309 from 80,613
Change+1,696 (+2%)
Value$11.6M (-$816.1K)
Filed 2026-11-04
Eldred Rock Partners, LLC
INCREASED
Shares81,260 from 80,627
Change+633 (+1%)
Value$11.6M (-$1.1M)
Filed 2026-10-13
Bahl & Gaynor LLC
DECREASED
Shares80,567 from 83,396
Change-2,829 (-3%)
Value$11.5M (-$1.6M)
Filed 2026-11-05
Salem Investment Counselors Inc
INCREASED
Shares77,768 from 71,102
Change+6,666 (+9%)
Value$11.1M (-$55.7K)
Filed 2026-10-13
Altrius Capital Management Inc
INCREASED
Shares77,180 from 72,584
Change+4,596 (+6%)
Value$11.0M (-$371.8K)
Filed 2026-11-05
Live Oak Private Wealth LLC
DECREASED
Shares72,117 from 72,426
Change-309 (0%)
Value$10.3M (-$1.1M)
Filed 2026-11-02
Camden National Bank
DECREASED
Shares69,573 from 70,745
Change-1,172 (-2%)
Value$9.9M (-$1.2M)
Filed 2026-11-02
Tweedy, Browne Co LLC
DECREASED
Shares69,009 from 71,125
Change-2,116 (-3%)
Value$9.8M (-$1.3M)
Filed 2026-11-04
Mengis Capital Management, Inc.
DECREASED
Shares67,473 from 70,348
Change-2,875 (-4%)
Value$9.6M (-$1.4M)
Filed 2026-10-13
Atria Investments, Inc
INCREASED
Shares66,729 from 60,245
Change+6,484 (+11%)
Value$9.5M (+$72.0K)
Filed 2026-10-15
Hantz Financial Services, Inc.
DECREASED
Shares65,220 from 68,779
Change-3,559 (-5%)
Value$9.3K (-$10.8M)
Filed 2026-11-09
Bessemer Group Inc
DECREASED
Shares64,690 from 64,977
Change-287 (0%)
Value$9.2K (-$10.2M)
Filed 2026-11-09
Quadrant Capital Group LLC
INCREASED
Shares61,543 from 61,000
Change+543 (+1%)
Value$8.8M (-$795.6K)
Filed 2026-10-20
Franklin, Parlapiano, Turner & Welch, LLC
DECREASED
Shares61,440 from 63,414
Change-1,974 (-3%)
Value$8.8M (-$1.2M)
Filed 2026-10-30
Cohen Capital Management, Inc.
DECREASED
Shares61,438 from 74,849
Change-13,411 (-18%)
Value$8.8M (-$3.0M)
Filed 2026-10-14
Clifford Swan Investment Counsel LLC
DECREASED
Shares59,993 from 60,118
Change-125 (0%)
Value$8.6M (-$868.5K)
Filed 2026-11-05
Vise Technologies, Inc.
INCREASED
Shares58,584 from 44,366
Change+14,218 (+32%)
Value$8.4M (+$1.4M)
Filed 2026-10-29
Welch & Forbes LLC
DECREASED
Shares56,686 from 57,984
Change-1,298 (-2%)
Value$8.1M (-$1.0M)
Filed 2026-11-04
Reynders McVeigh Capital Management, LLC
DECREASED
Shares56,024 from 71,575
Change-15,551 (-22%)
Value$8.0M (-$3.2M)
Filed 2026-10-30
Pinnacle Associates LTD
DECREASED
Shares55,482 from 55,762
Change-280 (0%)
Value$7.9M (-$829.0K)
Filed 2026-10-20
Deutsche Bank Ag\
DECREASED
Shares54,269 from 54,336
Change-67 (0%)
Value$7.7M (-$778.4K)
Filed 2026-11-06
Investment House LLC
DECREASED
Shares53,956 from 80,147
Change-26,191 (-33%)
Value$7.7M (-$4.9M)
Filed 2026-10-21
University of Texas S AM Investment Management Co
INCREASED
Shares53,563 from 4,919
Change+48,644 (+989%)
Value$7.6M (+$6.9M)
Filed 2026-11-03
Keybank National Association
DECREASED
Shares53,448 from 71,724
Change-18,276 (-25%)
Value$7.6M (-$3.6M)
Filed 2026-11-04
Archford Capital Strategies, LLC
INCREASED
Shares52,877 from 49,908
Change+2,969 (+6%)
Value$7.5M (-$282.9K)
Filed 2026-10-19
Edgemoor Investment Advisors, Inc.
DECREASED
Shares52,605 from 52,824
Change-219 (0%)
Value$7.5M (-$778.8K)
Filed 2026-11-03
Narwhal Capital Management
DECREASED
Shares52,551 from 52,702
Change-151 (0%)
Value$7.5M (-$767.3K)
Filed 2026-11-04
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares51,862 from 59,271
Change-7,409 (-12%)
Value$7.4K (-$9.3M)
Filed 2026-11-02
Elevation Point Wealth Partners, LLC
INCREASED
Shares50,919 from 47,580
Change+3,339 (+7%)
Value$7.3M (-$197.1K)
Filed 2026-11-05
Cardinal Capital Management
INCREASED
Shares50,575 from 49,670
Change+905 (+2%)
Value$7.2M (-$573.8K)
Filed 2026-10-21
Walled Lake Planning & Wealth Management, LLC
INCREASED
Shares50,537 from 50,139
Change+398 (+1%)
Value$7.2M (-$652.7K)
Filed 2026-10-29
Mirae Asset Global Investments Co., Ltd.
DECREASED
Shares50,225 from 195,986
Change-145,761 (-74%)
Value$7.2M (-$23.6M)
Filed 2026-11-03
Park Avenue Securities LLC
INCREASED
Shares49,735 from 43,915
Change+5,820 (+13%)
Value$7.1K (-$6.9M)
Filed 2026-10-26
Pittenger & Anderson Inc
UNCHANGED
Shares49,020 from 49,020
Change0 (0%)
Value$7.0M (-$693.6K)
Filed 2026-11-02
Smithbridge Asset Management Inc
DECREASED
Shares48,698 from 49,133
Change-435 (-1%)
Value$6.9M (-$757.3K)
Filed 2026-10-19
Signaturefd, LLC
DECREASED
Shares48,637 from 51,066
Change-2,429 (-5%)
Value$6.9M (-$1.1M)
Filed 2026-10-23
Cullen Investment Group, Ltd.
DECREASED
Shares47,702 from 55,534
Change-7,832 (-14%)
Value$6.9M (-$1.8M)
Filed 2026-10-13
Evergreen Capital Management LLC
INCREASED
Shares46,856 from 45,908
Change+948 (+2%)
Value$6.7M (-$514.4K)
Filed 2026-10-23
Trust Co of Vermont
DECREASED
Shares46,234 from 46,466
Change-232 (0%)
Value$6.6M (-$690.6K)
Filed 2026-10-21
Factory Mutual Insurance Co
UNCHANGED
Shares45,066 from 45,066
Change0 (0%)
Value$6.4M (-$637.7K)
Filed 2026-10-30
Daymark Wealth Partners, LLC
INCREASED
Shares43,924 from 43,852
Change+72 (+0%)
Value$6.3M (-$610.1K)
Filed 2026-11-04
Farther Finance Advisors, LLC
INCREASED
Shares41,229 from 37,340
Change+3,889 (+10%)
Value$5.9M (+$25.2K)
Filed 2026-10-08
Euro Pacific Asset Management, LLC
DECREASED
Shares41,108 from 41,457
Change-349 (-1%)
Value$5.9M (+$5.9M)
Filed 2026-11-03
Henry James International Management Inc.
UNCHANGED
Shares40,427 from 40,427
Change0 (0%)
Value$5.8M (-$572.0K)
Filed 2026-10-14
Hamel Associates, Inc.
DECREASED
Shares40,328 from 40,423
Change-95 (0%)
Value$5.7M (-$585.5K)
Filed 2026-11-06
Monte Financial Group, LLC
DECREASED
Shares40,292 from 44,535
Change-4,243 (-10%)
Value$5.7M (-$1.2M)
Filed 2026-11-02
Davenport & Co LLC
DECREASED
Shares39,677 from 40,542
Change-865 (-2%)
Value$5.7M (-$697.0K)
Filed 2026-10-14
First Pacific Financial
DECREASED
Shares39,660 from 39,871
Change-211 (-1%)
Value$5.7M (-$594.3K)
Filed 2026-10-14
Lido Advisors, LLC
INCREASED
Shares39,501 from 36,804
Change+2,697 (+7%)
Value$5.6M (-$136.3K)
Filed 2026-11-04
Carret Asset Management, LLC
DECREASED
Shares38,678 from 39,278
Change-600 (-2%)
Value$5.5M (-$641.3K)
Filed 2026-11-04
Argent Trust Co
DECREASED
Shares38,176 from 39,948
Change-1,772 (-4%)
Value$5.4M (-$817.9K)
Filed 2026-11-09
Choreo, LLC
DECREASED
Shares37,896 from 39,193
Change-1,297 (-3%)
Value$5.4M (-$739.7K)
Filed 2026-10-28
Gradient Investments LLC
INCREASED
Shares37,780 from 37,294
Change+486 (+1%)
Value$5.4M (-$458.4K)
Filed 2026-10-08
Farmers & Merchants Investments Inc
DECREASED
Shares35,884 from 36,502
Change-618 (-2%)
Value$5.1M (-$604.6K)
Filed 2026-10-22
Great Lakes Advisors, LLC
INCREASED
Shares35,867 from 34,195
Change+1,672 (+5%)
Value$5.1M (-$245.5K)
Filed 2026-11-06
Merit Financial Group, LLC
INCREASED
Shares35,736 from 34,804
Change+932 (+3%)
Value$5.1M (-$359.8K)
Filed 2026-11-06
Quartz Partners, LLC
DECREASED
Shares34,725 from 34,861
Change-136 (0%)
Value$5.0M (-$512.7K)
Filed 2026-11-03
Greenfield Seitz Capital Management, LLC
DECREASED
Shares33,520 from 33,624
Change-104 (0%)
Value$4.8M (-$490.6K)
Filed 2026-10-29
Arjuna Capital
INCREASED
Shares32,386 from 28,989
Change+3,397 (+12%)
Value$4.6M (+$74.1K)
Filed 2026-11-03
Triasima Portfolio Management inc.
DECREASED
Shares32,275 from 44,755
Change-12,480 (-28%)
Value$4.6M (-$2.4M)
Filed 2026-10-15
Chesley Taft & Associates LLC
DECREASED
Shares32,060 from 32,410
Change-350 (-1%)
Value$4.6M (-$508.5K)
Filed 2026-10-13
Americana Partners, LLC
INCREASED
Shares32,004 from 31,396
Change+608 (+2%)
Value$4.6M (-$357.6K)
Filed 2026-10-28
Fifth Third Bancorp
DECREASED
Shares31,978 from 32,186
Change-208 (-1%)
Value$4.6M (-$485.1K)
Filed 2026-11-05
South Shore Capital Advisors
INCREASED
Shares31,169 from 2,870
Change+28,299 (+986%)
Value$4.5M (+$4.0M)
Filed 2026-10-20
Cornerstone Wealth Group, LLC
INCREASED
Shares30,321 from 29,903
Change+418 (+1%)
Value$4.3M (-$363.5K)
Filed 2026-11-02
CIBC Asset Management Inc
INCREASED
Shares30,200 from 28,084
Change+2,116 (+8%)
Value$4.3M (-$92.8K)
Filed 2026-11-05
Compound Planning, Inc.
DECREASED
Shares29,669 from 30,759
Change-1,090 (-4%)
Value$4.2M (-$590.6K)
Filed 2026-11-09
Moors & Cabot, Inc.
INCREASED
Shares29,315 from 28,770
Change+545 (+2%)
Value$4.2M (-$329.4K)
Filed 2026-11-06
Azzad Asset Management Inc
DECREASED
Shares29,314 from 30,427
Change-1,113 (-4%)
Value$4.2M (-$589.2K)
Filed 2026-11-04
CWA Asset Management Group, LLC
DECREASED
Shares28,984 from 29,083
Change-99 (0%)
Value$4.1M (-$425.7K)
Filed 2026-10-19
Prentiss Smith & Co Inc
DECREASED
Shares28,939 from 29,004
Change-65 (0%)
Value$4.1M (-$419.7K)
Filed 2026-10-27
Fort Washington Investment Advisors Inc
DECREASED
Shares27,379 from 28,866
Change-1,487 (-5%)
Value$3.9M (-$620.5K)
Filed 2026-10-15
HB Wealth Management, LLC
INCREASED
Shares27,367 from 19,549
Change+7,818 (+40%)
Value$3.9M (+$838.0K)
Filed 2026-10-23
Northeast Investment Management
DECREASED
Shares27,282 from 27,819
Change-537 (-2%)
Value$3.9M (-$470.2K)
Filed 2026-10-30
NBT Bank, N.A.
DECREASED
Shares26,937 from 27,417
Change-480 (-2%)
Value$3.8M (-$456.4K)
Filed 2026-10-21
Woodmont Investment Counsel LLC
DECREASED
Shares26,640 from 27,118
Change-478 (-2%)
Value$3.8M (-$451.9K)
Filed 2026-10-29
Penobscot Investment Management Company, Inc.
UNCHANGED
Shares26,577 from 26,577
Change0 (0%)
Value$3.8M (-$376.1K)
Filed 2026-10-26
Auto-Owners Insurance Co
DECREASED
Shares26,347 from 33,570
Change-7,223 (-22%)
Value$3.8M (-$1.5M)
Filed 2026-10-15
Baldwin Wealth Partners LLC
DECREASED
Shares26,283 from 27,679
Change-1,396 (-5%)
Value$3.7M (-$590.7K)
Filed 2026-10-13
Pekin Hardy Strauss, Inc.
UNCHANGED
Shares26,136 from 26,136
Change0 (0%)
Value$3.7M (-$369.8K)
Filed 2026-11-02
Equitable Trust Co
DECREASED
Shares26,092 from 26,861
Change-769 (-3%)
Value$3.7M (-$489.7K)
Filed 2026-10-13
Naples Global Advisors, LLC
DECREASED
Shares26,012 from 26,087
Change-75 (0%)
Value$3.7M (-$379.8K)
Filed 2026-11-05
apricus wealth, LLC
INCREASED
Shares25,943 from 24,838
Change+1,105 (+4%)
Value$3.7M (-$193.9K)
Filed 2026-10-26
Clearstead Advisors, LLC
INCREASED
Shares25,751 from 25,239
Change+512 (+2%)
Value$3.7M (-$284.7K)
Filed 2026-11-06
Telos Capital Management, Inc.
INCREASED
Shares25,748 from 25,483
Change+265 (+1%)
Value$3.7M (-$322.8K)
Filed 2026-11-02
Albert D Mason Inc
DECREASED
Shares25,696 from 25,727
Change-31 (0%)
Value$3.7M (-$368.5K)
Filed 2026-10-27
Aaron Wealth Advisors LLC
INCREASED
Shares25,686 from 24,810
Change+876 (+4%)
Value$3.7M (-$226.2K)
Filed 2026-10-13
Diversify Wealth Management, LLC
INCREASED
Shares25,182 from 20,054
Change+5,128 (+26%)
Value$3.8M (+$656.3K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares25,182 from 20,054
Change+5,128 (+26%)
Value$3.8M (+$656.3K)
Filed 2026-10-20
Moody Lynn Lieberson & Walker, LLC
DECREASED
Shares24,098 from 28,965
Change-4,867 (-17%)
Value$3.4M (-$1.1M)
Filed 2026-10-14
Mitchell & Pahl Private Wealth, LLC
INCREASED
Shares23,770 from 23,278
Change+492 (+2%)
Value$3.4M (-$259.2K)
Filed 2026-10-14
Shrier Wealth Management, LLC
DECREASED
Shares23,749 from 23,884
Change-135 (-1%)
Value$3.4M (-$357.2K)
Filed 2026-10-20
Concurrent Investment Advisors, LLC
INCREASED
Shares23,481 from 20,676
Change+2,805 (+14%)
Value$3.3M (+$107.4K)
Filed 2026-10-16
AMG National Trust Bank
DECREASED
Shares23,449 from 24,015
Change-566 (-2%)
Value$3.3M (-$420.5K)
Filed 2026-11-05
Patten & Patten Inc
DECREASED
Shares23,269 from 23,369
Change-100 (0%)
Value$3.3M (-$344.9K)
Filed 2026-10-26
Crossmark Global Holdings, Inc.
DECREASED
Shares23,098 from 31,082
Change-7,984 (-26%)
Value$3.3M (-$1.6M)
Filed 2026-10-21
Blue Square Asset Management, LLC
DECREASED
Shares23,098 from 24,082
Change-984 (-4%)
Value$3.3M (-$481.0K)
Filed 2026-11-02
Oppenheimer & Co Inc
DECREASED
Shares22,775 from 23,885
Change-1,110 (-5%)
Value$3.2M (-$496.2K)
Filed 2026-10-26
Third View Private Wealth, LLC
DECREASED
Shares22,590 from 22,936
Change-346 (-2%)
Value$3.2M (-$373.9K)
Filed 2026-10-30
Spectrum Asset Management, Inc. (NB )
DECREASED
Shares22,272 from 22,804
Change-532 (-2%)
Value$3.2M (-$398.5K)
Filed 2026-10-19
EagleClaw Capital Managment, LLC
DECREASED
Shares22,087 from 23,712
Change-1,625 (-7%)
Value$3.1M (-$567.2K)
Filed 2026-11-06
Tealwood Asset Management Inc
DECREASED
Shares21,966 from 22,271
Change-305 (-1%)
Value$3.1K (-$358)
Filed 2026-10-13
Kathmere Capital Management, LLC
DECREASED
Shares21,951 from 22,990
Change-1,039 (-5%)
Value$3.1M (-$473.4K)
Filed 2026-10-20
Old Port Advisors
INCREASED
Shares21,882 from 21,266
Change+616 (+3%)
Value$3.1M (-$213.1K)
Filed 2026-10-23
Woodley Farra Manion Portfolio Management Inc
DECREASED
Shares21,644 from 26,308
Change-4,664 (-18%)
Value$3.1M (-$1.0M)
Filed 2026-11-05
Great Valley Advisor Group, Inc.
DECREASED
Shares20,732 from 21,792
Change-1,060 (-5%)
Value$3.0M (-$459.8K)
Filed 2026-11-09
Perigon Wealth Management, LLC
DECREASED
Shares20,402 from 20,563
Change-161 (-1%)
Value$2.9M (-$314.0K)
Filed 2026-10-22
BAR Harbor Wealth Management
INCREASED
Shares20,272 from 3,042
Change+17,230 (+566%)
Value$2.9M (+$2.4M)
Filed 2026-10-21
Coastline Trust Co
DECREASED
Shares20,095 from 20,595
Change-500 (-2%)
Value$2.9M (-$362.7K)
Filed 2026-10-01
Hall Laurie J Trustee
DECREASED
Shares19,686 from 22,897
Change-3,211 (-14%)
Value$2.8M (-$781.8K)
Filed 2026-10-06
Cascade Investment Advisors, Inc.
DECREASED
Shares19,600 from 20,060
Change-460 (-2%)
Value$2.8M (-$349.4K)
Filed 2026-11-02
Dynamic Advisor Solutions LLC
INCREASED
Shares19,470 from 17,912
Change+1,558 (+9%)
Value$2.8M (-$31.3K)
Filed 2026-10-13
Beacon Financial Group
DECREASED
Shares19,354 from 20,231
Change-877 (-4%)
Value$2.8M (-$411.3K)
Filed 2026-10-19
Trust Co of Toledo NA
DECREASED
Shares18,935 from 19,068
Change-133 (-1%)
Value$2.7M (-$288.8K)
Filed 2026-10-16
Acadian Asset Management LLC
INCREASED
Shares18,799 from 18,743
Change+56 (+0%)
Value$2.7K (-$2.9M)
Filed 2026-11-09
Gibbs Wealth Management
INCREASED
Shares18,388 from 15,081
Change+3,307 (+22%)
Value$2.6M (+$258.1K)
Filed 2026-10-22
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares18,217 from 17,411
Change+806 (+5%)
Value$2.6M (-$131.5K)
Filed 2026-10-14
Parr Mcknight Wealth Management Group, LLC
DECREASED
Shares18,038 from 18,651
Change-613 (-3%)
Value$2.6M (-$351.3K)
Filed 2026-10-30
Prospera Financial Services Inc
DECREASED
Shares18,018 from 28,070
Change-10,052 (-36%)
Value$2.9M (-$1.5M)
Filed 2026-11-04
Beutel, Goodman & Co Ltd.
DECREASED
Shares18,013 from 18,599
Change-586 (-3%)
Value$2.6K (-$2.9M)
Filed 2026-11-04
Independent Investors Inc
UNCHANGED
Shares17,900 from 17,900
Change0 (0%)
Value$2.6M (-$253.3K)
Filed 2026-10-30
Perennial Advisors, LLC
DECREASED
Shares17,801 from 19,702
Change-1,901 (-10%)
Value$2.5M (-$549.8K)
Filed 2026-10-13
Lester Murray Antman dba SimplyRich
UNCHANGED
Shares17,763 from 17,763
Change0 (0%)
Value$2.5M (-$250.5K)
Filed 2026-11-06
Stackstone Wealth, LLC
NEW
Shares17,527
Change+17,527
Value$2.5M
Filed 2026-10-19
Everett Harris & Co
UNCHANGED
Shares17,363 from 17,363
Change0 (0%)
Value$2.5M (-$245.7K)
Filed 2026-10-28
Optimist Retirement Group LLC
INCREASED
Shares17,209 from 16,777
Change+432 (+3%)
Value$2.5M (-$175.8K)
Filed 2026-10-30
Csenge Advisory Group
INCREASED
Shares17,186 from 16,110
Change+1,076 (+7%)
Value$2.5M (-$74.5K)
Filed 2026-11-04
Mission Wealth Management, LP
DECREASED
Shares17,066 from 19,690
Change-2,624 (-13%)
Value$2.4M (-$652.8K)
Filed 2026-10-15
Jamison Private Wealth Management, Inc.
INCREASED
Shares16,969 from 16,888
Change+81 (+0%)
Value$2.4M (-$227.4K)
Filed 2026-10-14
Kestra Private Wealth Services, LLC
DECREASED
Shares16,941 from 19,054
Change-2,113 (-11%)
Value$2.4M (-$570.9K)
Filed 2026-11-06
Benedict Financial Advisors Inc
DECREASED
Shares16,800 from 17,055
Change-255 (-1%)
Value$2.4M (-$277.7K)
Filed 2026-10-07
Nichols & Pratt Advisers LLP
DECREASED
Shares16,745 from 17,297
Change-552 (-3%)
Value$2.4M (-$348.9K)
Filed 2026-10-13
Ascent Wealth Partners, LLC
INCREASED
Shares16,714 from 16,473
Change+241 (+1%)
Value$2.4M (-$198.7K)
Filed 2026-10-23
Patten Group, Inc.
DECREASED
Shares16,569 from 16,667
Change-98 (-1%)
Value$2.4M (-$249.8K)
Filed 2026-10-26
Prime Capital Investment Advisors, LLC
DECREASED
Shares16,446 from 16,577
Change-131 (-1%)
Value$2.3M (-$253.2K)
Filed 2026-10-20
Coldstream Capital Management Inc
DECREASED
Shares16,423 from 17,467
Change-1,044 (-6%)
Value$2.3M (-$396.0K)
Filed 2026-11-09
China Universal Asset Management Co., Ltd.
DECREASED
Shares16,384 from 49,000
Change-32,616 (-67%)
Value$2.4M (-$5.3M)
Filed 2026-10-28
Northside Capital Management, LLC
DECREASED
Shares15,884 from 16,724
Change-840 (-5%)
Value$2.3M (-$356.4K)
Filed 2026-10-13
Ipswich Investment Management Co., Inc.
DECREASED
Shares15,785 from 16,585
Change-800 (-5%)
Value$2.3M (-$348.7K)
Filed 2026-10-13
Palisade Asset Management, LLC
INCREASED
Shares15,785 from 15,639
Change+146 (+1%)
Value$2.3M (-$200.5K)
Filed 2026-11-03
Ativo Capital Management LLC
INCREASED
Shares15,618 from 15,609
Change+9 (+0%)
Value$2.2M (-$219.6K)
Filed 2026-10-27
Regions Financial Corp
INCREASED
Shares15,574 from 15,547
Change+27 (+0%)
Value$2.2M (-$216.1K)
Filed 2026-11-05
Parallel Advisors, LLC
DECREASED
Shares15,491 from 15,640
Change-149 (-1%)
Value$2.2M (-$242.6K)
Filed 2026-11-03
Bailard, Inc.
INCREASED
Shares15,119 from 13,869
Change+1,250 (+9%)
Value$2.2M (-$18.0K)
Filed 2026-10-13
Quadcap Wealth Management, LLC
INCREASED
Shares14,987 from 14,928
Change+59 (+0%)
Value$2.1M (-$202.8K)
Filed 2026-11-02
Baker Ellis Asset Management LLC
UNCHANGED
Shares14,950 from 14,950
Change0 (0%)
Value$2.1M (-$211.5K)
Filed 2026-10-14
Altman Advisors, Inc.
DECREASED
Shares14,881 from 14,896
Change-15 (0%)
Value$2.1M (-$212.9K)
Filed 2026-11-05
Wealthcare Advisory Partners LLC
INCREASED
Shares14,816 from 2,368
Change+12,448 (+526%)
Value$2.1M (+$1.7M)
Filed 2026-10-21
First Affirmative Financial Network
NEW
Shares14,371
Change+14,371
Value$2.0M
Filed 2026-10-21
Value Partners Investments Inc.
INCREASED
Shares14,360 from 12,450
Change+1,910 (+15%)
Value$2.1M (+$102.6K)
Filed 2026-10-19
Marco Investment Management LLC
INCREASED
Shares14,295 from 13,875
Change+420 (+3%)
Value$2.0M (-$136.5K)
Filed 2026-11-09
Level Four Advisory Services, LLC
DECREASED
Shares14,196 from 16,882
Change-2,686 (-16%)
Value$2.0M (-$621.8K)
Filed 2026-11-06
Gamma Investing LLC
DECREASED
Shares14,019 from 14,066
Change-47 (0%)
Value$2.0M (-$205.7K)
Filed 2026-10-08
Highland Capital Management, LLC
DECREASED
Shares13,520 from 13,845
Change-325 (-2%)
Value$1.9M (-$242.2K)
Filed 2026-10-26
Portside Wealth Group, LLC
INCREASED
Shares13,513 from 12,409
Change+1,104 (+9%)
Value$1.9M (-$18.2K)
Filed 2026-10-20
Simplex Trading, LLC
NEW
Shares13,509
Change+13,509
Value$1.9M
Filed 2026-11-04
Lowe Brockenbrough & Co Inc
DECREASED
Shares13,501 from 13,636
Change-135 (-1%)
Value$1.9M (-$212.2K)
Filed 2026-11-09
Northstar Asset Management Co
DECREASED
Shares13,475 from 13,875
Change-400 (-3%)
Value$2.1M (-$76.6K)
Filed 2026-10-22
Abundance Wealth Counselors
DECREASED
Shares13,434 from 15,874
Change-2,440 (-15%)
Value$1.9M (-$572.5K)
Filed 2026-10-26
Florida Trust Wealth Management Co
INCREASED
Shares13,431 from 13,186
Change+245 (+2%)
Value$1.9M (-$151.7K)
Filed 2026-11-05
Personal CFO Solutions, LLC
DECREASED
Shares13,297 from 13,900
Change-603 (-4%)
Value$1.9M (-$282.7K)
Filed 2026-11-06
Park National Corp
DECREASED
Shares13,274 from 14,119
Change-845 (-6%)
Value$1.9M (-$320.3K)
Filed 2026-10-05
Catalyst Capital Advisors LLC
DECREASED
Shares13,220 from 41,842
Change-28,622 (-68%)
Value$1.9M (-$4.7M)
Filed 2026-11-02
Apollon Wealth Management, LLC
INCREASED
Shares13,072 from 10,037
Change+3,035 (+30%)
Value$1.9M (+$290.7K)
Filed 2026-10-23
Geneos Wealth Management Inc.
INCREASED
Shares13,004 from 11,132
Change+1,872 (+17%)
Value$1.9M (+$109.4K)
Filed 2026-11-09
Cornerstone Planning, LLC
INCREASED
Shares12,943 from 12,843
Change+100 (+1%)
Value$2.0M (-$42.0K)
Filed 2026-10-27
OpenArc Corporate Advisory, LLC
DECREASED
Shares12,934 from 13,228
Change-294 (-2%)
Value$1.8M (-$229.1K)
Filed 2026-10-21
Greenleaf Trust
DECREASED
Shares12,912 from 14,361
Change-1,449 (-10%)
Value$1.8M (-$409.8K)
Filed 2026-10-29
Boit C F David
UNCHANGED
Shares12,800 from 12,800
Change0 (0%)
Value$1.8M (-$181.1K)
Filed 2026-10-29
MGO One Seven LLC
DECREASED
Shares12,758 from 25,560
Change-12,802 (-50%)
Value$1.8M (-$2.2M)
Filed 2026-10-28
TD Private Client Wealth LLC
DECREASED
Shares12,742 from 12,892
Change-150 (-1%)
Value$1.8M (-$203.8K)
Filed 2026-10-28
NorthCrest Asset Manangement, LLC
DECREASED
Shares12,674 from 12,983
Change-309 (-2%)
Value$1.8M (-$193.7K)
Filed 2026-10-13
Arnhold LLC
UNCHANGED
Shares12,636 from 12,636
Change0 (0%)
Value$1.8M (-$178.8K)
Filed 2026-10-26
First Command Advisory Services, Inc.
INCREASED
Shares12,582 from 4,108
Change+8,474 (+206%)
Value$1.8M (+$1.2M)
Filed 2026-11-05
Sterling Capital Management LLC
DECREASED
Shares12,544 from 12,692
Change-148 (-1%)
Value$1.8M (-$200.7K)
Filed 2026-10-22
Plancorp, LLC
INCREASED
Shares12,375 from 12,291
Change+84 (+1%)
Value$2.0M (+$104.7K)
Filed 2026-11-03
Harel Insurance Investments & Financial Services Ltd.
INCREASED
Shares12,366 from 11,662
Change+704 (+6%)
Value$1.8K (-$1.8M)
Filed 2026-11-02
Henshaw Capital LLC
UNCHANGED
Shares12,295 from 12,295
Change0 (0%)
Value$1.8M (-$174.0K)
Filed 2026-11-03
Abel Hall, LLC
DECREASED
Shares12,244 from 14,598
Change-2,354 (-16%)
Value$1.7M (-$542.2K)
Filed 2026-10-19
Compass Wealth Management LLC
DECREASED
Shares12,097 from 12,747
Change-650 (-5%)
Value$1.7M (-$273.0K)
Filed 2026-10-22
Ashton Thomas Private Wealth, LLC
INCREASED
Shares12,004 from 11,663
Change+341 (+3%)
Value$1.7M (-$116.4K)
Filed 2026-11-03
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares12,000 from 12,000
Change0 (0%)
Value$1.9M ($0)
Filed 2026-10-15
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED
Shares11,906 from 11,917
Change-11 (0%)
Value$1.7M (-$170.2K)
Filed 2026-10-23
Carnegie Investment Counsel
INCREASED
Shares11,882 from 11,834
Change+48 (+0%)
Value$1.7M (-$160.6K)
Filed 2026-10-20
Glass Wealth Management Co LLC
DECREASED
Shares11,655 from 11,690
Change-35 (0%)
Value$1.7M (-$170.4K)
Filed 2026-10-28
Brighton Jones LLC
INCREASED
Shares11,601 from 8,709
Change+2,892 (+33%)
Value$1.7M (+$289.0K)
Filed 2026-11-03
Ascent Group, LLC
DECREASED
Shares11,547 from 12,806
Change-1,259 (-10%)
Value$1.6M (-$360.7K)
Filed 2026-10-30
Thrivent Financial for Lutherans
INCREASED
Shares11,525 from 8,694
Change+2,831 (+33%)
Value$1.6K (-$1.4M)
Filed 2026-11-05
Parsons Capital Management Inc
DECREASED
Shares11,268 from 11,795
Change-527 (-4%)
Value$1.6M (-$242.0K)
Filed 2026-10-28
Frank, Rimerman Advisors LLC
DECREASED
Shares11,209 from 11,569
Change-360 (-3%)
Value$1.6M (-$215.0K)
Filed 2026-10-16
AlTi Global, Inc.
INCREASED
Shares11,174 from 3,280
Change+7,894 (+241%)
Value$1.6M (+$1.1M)
Filed 2026-11-09
Williams Jones Wealth Management, Llc.
DECREASED
Shares11,003 from 11,157
Change-154 (-1%)
Value$1.6M (-$179.8K)
Filed 2026-11-05
J.W. Cole Advisors, Inc.
INCREASED
Shares10,979 from 10,929
Change+50 (+0%)
Value$1.6M (-$147.6K)
Filed 2026-11-05
Provenance Wealth Advisors, LLC
INCREASED
Shares10,936 from 637
Change+10,299 (+1617%)
Value$1.6M (+$1.5M)
Filed 2026-10-30
CMH Wealth Management LLC
DECREASED
Shares10,878 from 11,433
Change-555 (-5%)
Value$1.6M (-$240.9K)
Filed 2026-10-22
Versant Capital Management, Inc
DECREASED
Shares10,719 from 10,771
Change-52 (0%)
Value$1.5M (-$159.8K)
Filed 2026-10-02
Advisory Resource Group
INCREASED
Shares10,688 from 9,787
Change+901 (+9%)
Value$1.5M (-$10.1K)
Filed 2026-10-26
Sepio Capital, LP
DECREASED
Shares10,573 from 13,731
Change-3,158 (-23%)
Value$1.5M (-$644.6K)
Filed 2026-10-22
Nicholas Hoffman & Company, Llc.
INCREASED
Shares10,436 from 9,771
Change+665 (+7%)
Value$1.5M (-$43.4K)
Filed 2026-10-30
Guyasuta Investment Advisors Inc
DECREASED
Shares10,432 from 10,767
Change-335 (-3%)
Value$1.5M (-$200.1K)
Filed 2026-10-15
Sagespring Wealth Partners, LLC
DECREASED
Shares10,323 from 10,590
Change-267 (-3%)
Value$1.5M (-$187.9K)
Filed 2026-10-22
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares10,284 from 9,361
Change+923 (+10%)
Value$1.5M (-$866)
Filed 2026-10-27
Trust Co of Oklahoma
DECREASED
Shares10,241 from 10,723
Change-482 (-4%)
Value$1.5M (-$220.4K)
Filed 2026-10-15
Occidental Asset Management, LLC
INCREASED
Shares10,141 from 10,018
Change+123 (+1%)
Value$1.4M (-$124.2K)
Filed 2026-11-05
Kimelman & Baird, LLC
INCREASED
Shares10,050 from 6,850
Change+3,200 (+47%)
Value$1.4M (+$359.3K)
Filed 2026-11-03
Solutions 4 Wealth, Ltd
UNCHANGED
Shares10,026 from 10,026
Change0 (0%)
Value$1.4M (-$141.9K)
Filed 2026-11-03
Rose Capital Advisors LLC
NEW
Shares10,017
Change+10,017
Value$1.4M
Filed 2026-11-04
Agate Pass Investment Management, LLC
INCREASED
Shares10,003 from 9,950
Change+53 (+1%)
Value$1.4M (-$133.2K)
Filed 2026-10-20
Old National Bancorp
INCREASED
Shares9,897 from 9,844
Change+53 (+1%)
Value$1.4M (-$131.7K)
Filed 2026-10-20
HUB Investment Partners, LLC
DECREASED
Shares9,885 from 9,958
Change-73 (-1%)
Value$1.4M (-$151.3K)
Filed 2026-11-03
Pine Valley Investments Ltd Liability Co
UNCHANGED
Shares9,863 from 9,863
Change0 (0%)
Value$1.4M (-$139.6K)
Filed 2026-11-09
Kentucky Trust Co
DECREASED
Shares9,800 from 10,312
Change-512 (-5%)
Value$1.4M (-$218.9K)
Filed 2026-10-15
Wilmington Savings Fund Society, FSB
DECREASED
Shares9,760 from 11,307
Change-1,547 (-14%)
Value$1.4M (-$380.6K)
Filed 2026-10-23
PDS Planning, Inc
INCREASED
Shares9,722 from 9,632
Change+90 (+1%)
Value$1.4M (-$123.5K)
Filed 2026-11-03
Leo Wealth, LLC
NEW
Shares9,718
Change+9,718
Value$1.4M
Filed 2026-10-26
Mather Group, Llc.
INCREASED
Shares9,708 from 9,570
Change+138 (+1%)
Value$1.4M (-$115.7K)
Filed 2026-10-14
Brookstone Capital Management
DECREASED
Shares9,669 from 11,103
Change-1,434 (-13%)
Value$1.4M (-$361.6K)
Filed 2026-10-22
Retirement Guys Formula LLC
INCREASED
Shares9,631 from 9,489
Change+142 (+2%)
Value$1.4M (-$114.0K)
Filed 2026-10-26
Cullen T Bankers, Inc.
INCREASED
Shares9,589 from 9,463
Change+126 (+1%)
Value$1.4M (-$115.9K)
Filed 2026-10-28
WealthPlan Investment Management, LLC
DECREASED
Shares9,540 from 9,630
Change-90 (-1%)
Value$1.4M (-$149.1K)
Filed 2026-10-15
Valeo Financial Advisors, LLC
INCREASED
Shares9,475 from 9,310
Change+165 (+2%)
Value$1.4M (-$108.2K)
Filed 2026-10-08
May Hill Capital, LLC
INCREASED
Shares9,427 from 9,081
Change+346 (+4%)
Value$1.3M (-$79.2K)
Filed 2026-11-03
Foyston, Gordon & Payne Inc
INCREASED
Shares9,423 from 9,044
Change+379 (+4%)
Value$1.3M (-$122.4K)
Filed 2026-11-02
1620 Investment Advisors, Inc.
INCREASED
Shares9,399 from 9,183
Change+216 (+2%)
Value$1.3M (-$99.1K)
Filed 2026-11-04
Venture Visionary Partners LLC
DECREASED
Shares9,250 from 9,396
Change-146 (-2%)
Value$1.3M (-$153.8K)
Filed 2026-10-07
Avidian Wealth Enterprises, LLC
INCREASED
Shares9,152 from 8,699
Change+453 (+5%)
Value$1.3M (-$58.5K)
Filed 2026-10-08
AlphaCore Capital LLC
DECREASED
Shares9,101 from 9,658
Change-557 (-6%)
Value$1.3M (-$216.2K)
Filed 2026-11-04
Mystic Asset Management, Inc.
UNCHANGED
Shares9,069 from 9,069
Change0 (0%)
Value$1.3M (-$128.3K)
Filed 2026-10-15
Boston Common Asset Management, LLC
DECREASED
Shares9,010 from 91,740
Change-82,730 (-90%)
Value$1.3M (-$13.1M)
Filed 2026-10-13
Elser Financial Planning, Inc
UNCHANGED
Shares8,978 from 8,978
Change0 (0%)
Value$1.3M (-$127.0K)
Filed 2026-10-16
KCM Investment Advisors LLC
DECREASED
Shares8,903 from 9,075
Change-172 (-2%)
Value$1.3M (-$152.9K)
Filed 2026-10-27
HF Advisory Group, LLC
INCREASED
Shares8,897 from 8,551
Change+346 (+4%)
Value$1.3M (-$71.7K)
Filed 2026-10-09
Wedmont Private Capital
INCREASED
Shares8,890 from 5,894
Change+2,996 (+51%)
Value$1.3M (+$364.3K)
Filed 2026-10-09
Diversified Trust Co
INCREASED
Shares8,811 from 8,626
Change+185 (+2%)
Value$1.3M (-$95.7K)
Filed 2026-11-06
Fifth Third Wealth Advisors LLC
DECREASED
Shares8,714 from 8,738
Change-24 (0%)
Value$1.2M (-$127.1K)
Filed 2026-10-22
Beaton Management Co. Inc.
DECREASED
Shares8,706 from 8,873
Change-167 (-2%)
Value$1.2K (-$1.4M)
Filed 2026-11-09
Novem Group
DECREASED
Shares8,638 from 8,727
Change-89 (-1%)
Value$1.2M (-$136.1K)
Filed 2026-10-19
Ashton Thomas Securities, LLC
NEW
Shares8,515
Change+8,515
Value$1.2M
Filed 2026-10-26
Jacobi Capital Management LLC
INCREASED
Shares8,492 from 8,245
Change+247 (+3%)
Value$1.2M (-$81.4K)
Filed 2026-11-05
Fiera Capital Corp
DECREASED
Shares8,445 from 149,665
Change-141,220 (-94%)
Value$1.2M (-$22.3M)
Filed 2026-11-06
Valmark Advisers, Inc.
INCREASED
Shares8,374 from 8,050
Change+324 (+4%)
Value$1.2M (-$67.7K)
Filed 2026-11-06
Cambridge Advisors Inc.
DECREASED
Shares8,356 from 8,475
Change-119 (-1%)
Value$1.2M (-$136.9K)
Filed 2026-10-19
Northcape Wealth Management, LLC
INCREASED
Shares8,321 from 8,271
Change+50 (+1%)
Value$1.2M (-$109.9K)
Filed 2026-11-04
Yankcom Partnership
DECREASED
Shares8,284 from 8,346
Change-62 (-1%)
Value$1.2M (-$126.9K)
Filed 2026-10-15
Clear Creek Financial Management, LLC
INCREASED
Shares8,272 from 8,250
Change+22 (+0%)
Value$1.2M (-$113.6K)
Filed 2026-10-28
Abacus Wealth Partners, LLC
DECREASED
Shares8,165 from 8,613
Change-448 (-5%)
Value$1.2M (-$185.7K)
Filed 2026-11-03
Independence Bank of Kentucky
INCREASED
Shares8,068 from 7,882
Change+186 (+2%)
Value$1.2M (-$85.0K)
Filed 2026-10-26
Unique Wealth Strategies, LLC
UNCHANGED
Shares7,992 from 7,992
Change0 (0%)
Value$1.3M ($0)
Filed 2026-10-13
Five Oceans Advisors
UNCHANGED
Shares7,908 from 7,908
Change0 (0%)
Value$1.1M (-$111.9K)
Filed 2026-10-22
Delphi Management Inc
DECREASED
Shares7,827 from 7,982
Change-155 (-2%)
Value$1.1K (-$1.2M)
Filed 2026-11-05
Leisure Capital Management
INCREASED
Shares7,802 from 1,549
Change+6,253 (+404%)
Value$1.1M (+$869.6K)
Filed 2026-11-03
Montag A & Associates Inc
DECREASED
Shares7,782 from 7,847
Change-65 (-1%)
Value$1.1M (-$120.3K)
Filed 2026-10-29
Valley National Advisers Inc
DECREASED
Shares7,745 from 7,794
Change-49 (-1%)
Value$1.1M (-$117.3K)
Filed 2026-10-23
Sage Rhino Capital LLC
DECREASED
Shares7,732 from 7,947
Change-215 (-3%)
Value$1.1M (-$143.1K)
Filed 2026-10-28
Chilton Capital Management LLC
INCREASED
Shares7,666 from 7,290
Change+376 (+5%)
Value$1.1M (-$49.5K)
Filed 2026-10-28
Aprio Wealth Management, LLC
DECREASED
Shares7,659 from 8,513
Change-854 (-10%)
Value$1.1M (-$242.2K)
Filed 2026-10-28
Lantz Financial LLC
INCREASED
Shares7,636 from 7,596
Change+40 (+1%)
Value$1.1M (-$101.8K)
Filed 2026-10-15
Private Trust Co NA
INCREASED
Shares7,569 from 6,324
Change+1,245 (+20%)
Value$1.1M (+$88.0K)
Filed 2026-10-20
Avior Wealth Management, LLC
DECREASED
Shares7,525 from 8,335
Change-810 (-10%)
Value$1.1M (-$233.4K)
Filed 2026-10-13
Guardian Partners Inc.
DECREASED
Shares7,525 from 7,965
Change-440 (-6%)
Value$1.1M (-$175.4K)
Filed 2026-10-21
Kennon-Green & Company, LLC
DECREASED
Shares7,412 from 7,452
Change-40 (-1%)
Value$1.1M (-$111.1K)
Filed 2026-10-05
Harbour Trust & Investment Management Co
DECREASED
Shares7,398 from 7,649
Change-251 (-3%)
Value$1.1M (-$144.0K)
Filed 2026-10-28
Madson Wealth Advisors Inc
DECREASED
Shares7,272 from 7,299
Change-27 (0%)
Value$1.0M (-$107.1K)
Filed 2026-10-13
Chicago Trust Co NA
DECREASED
Shares7,264 from 8,320
Change-1,056 (-13%)
Value$1.0M (-$268.3K)
Filed 2026-10-28
Welch Group, LLC
UNCHANGED
Shares7,262 from 7,262
Change0 (0%)
Value$1.0M (-$102.8K)
Filed 2026-10-29
Central Trust Co
DECREASED
Shares7,259 from 7,518
Change-259 (-3%)
Value$1.0M (-$143.3K)
Filed 2026-11-05
St. Clair Advisors, LLC
UNCHANGED
Shares7,092 from 7,092
Change0 (0%)
Value$1.0M (-$100.4K)
Filed 2026-10-13
SevenBridge Financial Group, LLC
DECREASED
Shares7,062 from 7,267
Change-205 (-3%)
Value$1.1M (-$51.0K)
Filed 2026-10-26
Associated Banc-Corp
DECREASED
Shares7,024 from 7,039
Change-15 (0%)
Value$1.0M (-$101.7K)
Filed 2026-10-30
Blue Trust, Inc.
DECREASED
Shares6,938 from 9,700
Change-2,762 (-28%)
Value$989.1K (-$531.0K)
Filed 2026-10-15
New Hampshire Trust
DECREASED
Shares6,817 from 7,170
Change-353 (-5%)
Value$971.9K (-$151.8K)
Filed 2026-10-20
StrongBox Wealth, LLC
DECREASED
Shares6,762 from 6,789
Change-27 (0%)
Value$964.1K (-$99.9K)
Filed 2026-11-02
Mezzasalma Advisors, LLC
DECREASED
Shares6,735 from 6,965
Change-230 (-3%)
Value$960.2K (-$131.3K)
Filed 2026-10-14
Applied Finance Capital Management, LLC
INCREASED
Shares6,719 from 6,260
Change+459 (+7%)
Value$957.9K (-$23.1K)
Filed 2026-11-03
First Horizon Corp
INCREASED
Shares6,689 from 6,664
Change+25 (+0%)
Value$953.7K (-$90.7K)
Filed 2026-10-26
Clear Harbor Asset Management, LLC
INCREASED
Shares6,663 from 4,273
Change+2,390 (+56%)
Value$949.9K (+$280.3K)
Filed 2026-11-05
Cypress Asset Management Inc
DECREASED
Shares6,603 from 6,760
Change-157 (-2%)
Value$941.4K (-$118.0K)
Filed 2026-10-09
AdvisorShares Investments LLC
DECREASED
Shares6,532 from 7,171
Change-639 (-9%)
Value$931.3K (-$192.6K)
Filed 2026-11-09
Curbstone Financial Management Corp
UNCHANGED
Shares6,532 from 6,532
Change0 (0%)
Value$931.3K (-$92.4K)
Filed 2026-10-21
King Luther Capital Management Corp
INCREASED
Shares6,526 from 6,446
Change+80 (+1%)
Value$930.4K (-$79.8K)
Filed 2026-11-05
Jeppson Wealth Management, LLC
INCREASED
Shares6,507 from 5,873
Change+634 (+11%)
Value$927.7K (+$7.3K)
Filed 2026-10-20
Joel Isaacson & Co., LLC
UNCHANGED
Shares6,486 from 6,486
Change0 (0%)
Value$924.7K (-$91.8K)
Filed 2026-11-05
Harrell Investment Partners, LLC
DECREASED
Shares6,459 from 6,498
Change-39 (-1%)
Value$920.8K (-$97.6K)
Filed 2026-10-15
Investment Research Partners LLC
DECREASED
Shares6,399 from 6,950
Change-551 (-8%)
Value$912.3K (-$176.9K)
Filed 2026-10-19
Beacon Investment Advisory Services, Inc.
INCREASED
Shares6,397 from 3,260
Change+3,137 (+96%)
Value$912.0K (+$401.1K)
Filed 2026-10-13
UMB Bank, n.a.
DECREASED
Shares6,397 from 6,571
Change-174 (-3%)
Value$912.0K (-$117.8K)
Filed 2026-11-06
Eastern Bank
DECREASED
Shares6,392 from 6,744
Change-352 (-5%)
Value$911.3K (-$145.6K)
Filed 2026-10-05
SouthState Bank Corp
DECREASED
Shares6,373 from 7,021
Change-648 (-9%)
Value$908.6K (-$191.7K)
Filed 2026-11-09
LEE Danner & Bass Inc
UNCHANGED
Shares6,340 from 6,340
Change0 (0%)
Value$903.9K (-$89.7K)
Filed 2026-10-27
Gilliland Jeter Wealth Management LLC
DECREASED
Shares6,325 from 6,398
Change-73 (-1%)
Value$901.8K (-$100.9K)
Filed 2026-10-28
Marotta Asset Management
DECREASED
Shares6,318 from 6,351
Change-33 (-1%)
Value$900.8K (-$78.2K)
Filed 2026-10-02
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares6,315 from 6,438
Change-123 (-2%)
Value$900.3K (-$108.6K)
Filed 2026-10-27
Trust Point Inc.
DECREASED
Shares6,282 from 6,344
Change-62 (-1%)
Value$895.6K (-$98.6K)
Filed 2026-10-27
Jnba Financial Advisors
UNCHANGED
Shares6,281 from 6,281
Change0 (0%)
Value$895.4K (-$88.9K)
Filed 2026-11-03
Axxcess Wealth Management, LLC
DECREASED
Shares6,267 from 10,748
Change-4,481 (-42%)
Value$893.5K (-$790.9K)
Filed 2026-10-21
Motco
INCREASED
Shares6,263 from 6,233
Change+30 (+0%)
Value$892.9K (-$83.9K)
Filed 2026-11-09
Sowell Financial Services LLC
DECREASED
Shares6,200 from 6,566
Change-366 (-6%)
Value$883.9K (-$145.2K)
Filed 2026-10-23
1900 Wealth Management LLC
UNCHANGED
Shares6,153 from 6,153
Change0 (0%)
Value$877.2K (-$87.1K)
Filed 2026-10-13
Traynor Capital Management, Inc.
INCREASED
Shares6,117 from 5,144
Change+973 (+19%)
Value$872.1K (+$65.9K)
Filed 2026-10-29
Romano Brothers and Company
DECREASED
Shares6,097 from 6,797
Change-700 (-10%)
Value$869.2K (-$196.0K)
Filed 2026-10-22
Heritage Wealth Management, Inc.
UNCHANGED
Shares6,052 from 6,052
Change0 (0%)
Value$862.8K (-$85.6K)
Filed 2026-10-28
Fulton Bank, N.A.
INCREASED
Shares6,042 from 5,679
Change+363 (+6%)
Value$861.4K (-$28.6K)
Filed 2026-10-14
Kennedy Investment Group, Inc.
INCREASED
Shares6,008 from 5,972
Change+36 (+1%)
Value$856.6K (-$79.4K)
Filed 2026-10-21
Simplicity Wealth,LLC
DECREASED
Shares5,957 from 5,984
Change-27 (0%)
Value$849.2K (-$88.5K)
Filed 2026-10-23
Cypress Capital Group
DECREASED
Shares5,916 from 5,941
Change-25 (0%)
Value$843.4K (-$87.6K)
Filed 2026-11-03
Cerro Pacific Wealth Advisors LLC
NEW
Shares5,909
Change+5,909
Value$842.4K
Filed 2026-10-22
Bangor Savings Bank
INCREASED
Shares5,896 from 5,752
Change+144 (+3%)
Value$840.6K (-$60.9K)
Filed 2026-10-06
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares5,869 from 5,909
Change-40 (-1%)
Value$836.7K (-$89.3K)
Filed 2026-11-04
Peoples Bank
UNCHANGED
Shares5,790 from 5,790
Change0 (0%)
Value$825.5K (-$81.9K)
Filed 2026-10-09
West Family Investments, Inc.
DECREASED
Shares5,779 from 5,931
Change-152 (-3%)
Value$823.9K (-$105.6K)
Filed 2026-11-09
Dickmeyer Boyce Financial Management, Inc.
UNCHANGED
Shares5,762 from 5,762
Change0 (0%)
Value$821.5K (-$81.5K)
Filed 2026-10-08
Radnor Capital Management, LLC
UNCHANGED
Shares5,725 from 5,725
Change0 (0%)
Value$816.2K (-$81.0K)
Filed 2026-10-23
First Citizens Bank & Trust Co
INCREASED
Shares5,706 from 5,507
Change+199 (+4%)
Value$813.5K (-$49.6K)
Filed 2026-10-14
Indivisible Partners
INCREASED
Shares5,693 from 4,463
Change+1,230 (+28%)
Value$811.7K (+$112.2K)
Filed 2026-10-26
Davis Investment Partners, LLC
UNCHANGED
Shares5,658 from 5,658
Change0 (0%)
Value$806.7K (-$80.1K)
Filed 2026-11-05
Belpointe Asset Management LLC
NEW
Shares5,655
Change+5,655
Value$806.2K
Filed 2026-11-09
Fortis Capital Advisors, LLC
NEW
Shares5,655
Change+5,655
Value$806.2K
Filed 2026-11-09
Arlington Trust Co LLC
INCREASED
Shares5,620 from 288
Change+5,332 (+1851%)
Value$801.2K (+$756.1K)
Filed 2026-10-20
Xponance LLC
INCREASED
Shares5,603 from 4,891
Change+712 (+15%)
Value$798.8K (+$32.3K)
Filed 2026-11-03
Means Investment Co., Inc.
DECREASED
Shares5,593 from 6,330
Change-737 (-12%)
Value$797.5K (-$194.6K)
Filed 2026-11-03
Neville Rodie & Shaw Inc
DECREASED
Shares5,560 from 5,610
Change-50 (-1%)
Value$793 (-$86)
Filed 2026-10-05
Penbrook Management LLC
UNCHANGED
Shares5,540 from 5,540
Change0 (0%)
Value$789.8K (-$78.4K)
Filed 2026-10-16
Modera Wealth Management, LLC
DECREASED
Shares5,536 from 6,102
Change-566 (-9%)
Value$789.3K (-$167.0K)
Filed 2026-10-28
Harbour Investments, Inc.
DECREASED
Shares5,510 from 6,599
Change-1,089 (-16%)
Value$785.5K (-$248.7K)
Filed 2026-11-09
Aspen Wealth Management LLC
DECREASED
Shares5,480 from 5,661
Change-181 (-3%)
Value$781.3K (-$105.9K)
Filed 2026-10-14
Compass Financial Management LLC
INCREASED
Shares5,464 from 5,335
Change+129 (+2%)
Value$779.0K (-$40.1K)
Filed 2026-10-30
Forza Wealth Management, LLC
INCREASED
Shares5,447 from 5,274
Change+173 (+3%)
Value$776.6K (-$50.0K)
Filed 2026-10-20
Diesslin Group, Inc.
UNCHANGED
Shares5,434 from 5,434
Change0 (0%)
Value$774.8K (-$76.9K)
Filed 2026-10-14
Texas Bank & Trust Co
DECREASED
Shares5,427 from 5,429
Change-2 (0%)
Value$773.7K (-$77.1K)
Filed 2026-11-04
Altus Wealth Group LLC
DECREASED
Shares5,414 from 5,463
Change-49 (-1%)
Value$771.9K (-$84.3K)
Filed 2026-10-20
MB, Levis & Associates, LLC
UNCHANGED
Shares5,410 from 5,410
Change0 (0%)
Value$771.3K (-$76.6K)
Filed 2026-10-16
NTV Asset Management LLC
DECREASED
Shares5,394 from 5,744
Change-350 (-6%)
Value$769.0K (-$131.2K)
Filed 2026-10-23
Resonant Capital Advisors, LLC
DECREASED
Shares5,391 from 6,007
Change-616 (-10%)
Value$768.6K (-$172.8K)
Filed 2026-10-15
B. Riley Wealth Advisors, Inc.
INCREASED
Shares5,376 from 4,886
Change+490 (+10%)
Value$766.4K (-$3.5K)
Filed 2026-10-13
XML Financial, LLC
DECREASED
Shares5,336 from 5,376
Change-40 (-1%)
Value$760.8K (-$81.8K)
Filed 2026-10-29
Ariadne Wealth Management, LP
UNCHANGED
Shares5,319 from 5,319
Change0 (0%)
Value$758.3K (-$75.3K)
Filed 2026-11-06
Alhambra Investment Management LLC
DECREASED
Shares5,317 from 5,321
Change-4 (0%)
Value$758.0K (-$75.9K)
Filed 2026-10-15
Kennebec Savings Bank
INCREASED
Shares5,208 from 5,163
Change+45 (+1%)
Value$742.5K (-$66.6K)
Filed 2026-10-22
FDx Advisors, Inc.
DECREASED
Shares5,195 from 5,362
Change-167 (-3%)
Value$741 (-$839.3K)
Filed 2026-11-09
Anchyra Partners LLC
INCREASED
Shares5,182 from 4,265
Change+917 (+22%)
Value$738.8K (+$70.4K)
Filed 2026-10-13
Bradyco, Inc.
DECREASED
Shares5,141 from 5,841
Change-700 (-12%)
Value$733.0K (-$182.5K)
Filed 2026-11-03
E&G Advisors, LLC
UNCHANGED
Shares5,127 from 5,127
Change0 (0%)
Value$731.0K (-$72.5K)
Filed 2026-10-13
Freestone Capital Holdings, LLC
INCREASED
Shares5,102 from 4,448
Change+654 (+15%)
Value$727.4K (+$30.3K)
Filed 2026-11-09
Hilltop National Bank
INCREASED
Shares5,081 from 1,960
Change+3,121 (+159%)
Value$724.4K (+$417.2K)
Filed 2026-10-14
O'Brien Greene & Co. Inc
UNCHANGED
Shares5,081 from 5,081
Change0 (0%)
Value$724.4K (-$71.9K)
Filed 2026-11-05
Larry Mathis Financial Planning, LLC
DECREASED
Shares5,054 from 5,510
Change-456 (-8%)
Value$720.5K (-$143.0K)
Filed 2026-10-26
RFG Advisory, LLC
INCREASED
Shares5,033 from 4,861
Change+172 (+4%)
Value$717.6K (-$44.3K)
Filed 2026-11-03
Meriwether Wealth & Planning, LLC
DECREASED
Shares5,017 from 6,134
Change-1,117 (-18%)
Value$715.3K (-$246.0K)
Filed 2026-10-13
Burns J W & Co Inc
INCREASED
Shares4,965 from 4,915
Change+50 (+1%)
Value$707.9K (-$62.4K)
Filed 2026-10-20
Calamos Wealth Management LLC
INCREASED
Shares4,929 from 4,898
Change+31 (+1%)
Value$702.8K (-$64.9K)
Filed 2026-11-02
Crestwood Advisors Group, LLC
DECREASED
Shares4,918 from 5,428
Change-510 (-9%)
Value$701.1K (-$149.5K)
Filed 2026-10-27
BXM Wealth LLC
INCREASED
Shares4,907 from 4,840
Change+67 (+1%)
Value$699.6K (-$58.9K)
Filed 2026-11-03
JFS Wealth Advisors, LLC
UNCHANGED
Shares4,893 from 4,893
Change0 (0%)
Value$697.6K (-$69.2K)
Filed 2026-11-03
Principle Wealth Partners LLC
INCREASED
Shares4,860 from 4,772
Change+88 (+2%)
Value$692.9K (-$55.0K)
Filed 2026-11-02
Baker Tilly Wealth Management, LLC
INCREASED
Shares4,836 from 4,097
Change+739 (+18%)
Value$689.5K (+$47.4K)
Filed 2026-10-05
Essex Bank
DECREASED
Shares4,786 from 4,797
Change-11 (0%)
Value$682.3K (-$69.4K)
Filed 2026-10-16
Natural Investments, LLC
DECREASED
Shares4,770 from 5,116
Change-346 (-7%)
Value$680.0K (-$121.0K)
Filed 2026-11-06
Mesirow Financial Investment Management, Inc.
INCREASED
Shares4,750 from 4,341
Change+409 (+9%)
Value$677.3K (-$3.1K)
Filed 2026-11-05
Yousif Capital Management, LLC
DECREASED
Shares4,741 from 4,811
Change-70 (-1%)
Value$675.9K (-$78.1K)
Filed 2026-10-22
Net Worth Advisory Group
INCREASED
Shares4,729 from 4,571
Change+158 (+3%)
Value$667.0K (-$49.4K)
Filed 2026-10-20
Veracity Capital LLC
DECREASED
Shares4,726 from 4,760
Change-34 (-1%)
Value$673.8K (-$72.2K)
Filed 2026-10-08
GC Wealth Management RIA, LLC
DECREASED
Shares4,719 from 6,349
Change-1,630 (-26%)
Value$672.8K (-$322.2K)
Filed 2026-11-02
Valley Brook Capital Group, Inc.
UNCHANGED
Shares4,717 from 4,717
Change0 (0%)
Value$672.5K (-$66.7K)
Filed 2026-10-26
Cordatus Wealth Management LLC
INCREASED
Shares4,697 from 4,593
Change+104 (+2%)
Value$669.6K (-$50.2K)
Filed 2026-10-19
Atlas Capital Advisors Inc.
INCREASED
Shares4,681 from 1,181
Change+3,500 (+296%)
Value$550.7K (+$365.6K)
Filed 2026-11-09
Grimes & Co Wealth Management, LLC
DECREASED
Shares4,676 from 4,716
Change-40 (-1%)
Value$666.6K (-$72.4K)
Filed 2026-10-29
Visionary Horizons, LLC
INCREASED
Shares4,660 from 4,636
Change+24 (+1%)
Value$664.4K (-$62.2K)
Filed 2026-10-22
Nilsine Partners, LLC
DECREASED
Shares4,642 from 4,809
Change-167 (-3%)
Value$661.8K (-$91.9K)
Filed 2026-11-02
Squarepoint Ops LLC
INCREASED
Shares4,640 from 2,676
Change+1,964 (+73%)
Value$661.5K (+$242.1K)
Filed 2026-11-09
Parkside Financial Bank & Trust
DECREASED
Shares4,622 from 5,146
Change-524 (-10%)
Value$659.0K (-$147.5K)
Filed 2026-10-27
Mraz, Amerine & Associates, Inc.
INCREASED
Shares4,604 from 4,552
Change+52 (+1%)
Value$656.4K (-$57.0K)
Filed 2026-10-30
Cyndeo Wealth Partners, LLC
INCREASED
Shares4,583 from 4,490
Change+93 (+2%)
Value$653.4K (-$50.3K)
Filed 2026-10-16
Rossmore Private Capital
UNCHANGED
Shares4,581 from 4,581
Change0 (0%)
Value$653.1K (-$64.8K)
Filed 2026-10-27
Sigma Planning Corp
DECREASED
Shares4,577 from 4,740
Change-163 (-3%)
Value$638.1K (-$104.8K)
Filed 2026-10-23
MW Advisory, LLC
INCREASED
Shares4,561 from 3,834
Change+727 (+19%)
Value$650.3K (+$49.4K)
Filed 2026-10-19
Hanson & Doremus Investment Management
UNCHANGED
Shares4,528 from 4,528
Change0 (0%)
Value$646 (-$709.4K)
Filed 2026-10-16
Klingman & Associates, LLC
DECREASED
Shares4,521 from 4,523
Change-2 (0%)
Value$644.6K (-$64.3K)
Filed 2026-10-20
Almanack Investment Partners, Llc.
DECREASED
Shares4,501 from 4,703
Change-202 (-4%)
Value$641.7K (-$95.3K)
Filed 2026-11-03
IFP Advisors, Inc
INCREASED
Shares4,465 from 4,068
Change+397 (+10%)
Value$636.6K (-$962)
Filed 2026-10-16
Monument Capital Management
DECREASED
Shares4,448 from 5,076
Change-628 (-12%)
Value$634.2K (-$161.4K)
Filed 2026-10-09
Leonard Rickey Investment Advisors P.L.L.C.
DECREASED
Shares4,408 from 4,626
Change-218 (-5%)
Value$628.4K (-$96.5K)
Filed 2026-10-29
Financial & Tax Architects, LLC
NEW
Shares4,392
Change+4,392
Value$626.2K
Filed 2026-10-15
Fiduciary Financial Group, LLC
INCREASED
Shares4,367 from 3,929
Change+438 (+11%)
Value$622.6K (+$6.9K)
Filed 2026-10-13
Stablepoint Partners, LLC
DECREASED
Shares4,364 from 4,530
Change-166 (-4%)
Value$622.2K (-$87.8K)
Filed 2026-11-03
Bedel Financial Consulting, Inc.
UNCHANGED
Shares4,326 from 4,326
Change0 (0%)
Value$616.8K (-$61.2K)
Filed 2026-11-06
Presilium Private Wealth, LLC
DECREASED
Shares4,303 from 4,603
Change-300 (-7%)
Value$613.5K (-$107.9K)
Filed 2026-10-26
HBK Sorce Advisory LLC
DECREASED
Shares4,301 from 4,494
Change-193 (-4%)
Value$696.5K (+$2.4K)
Filed 2026-11-06
D'Orazio & Associates, Inc.
DECREASED
Shares4,292 from 4,370
Change-78 (-2%)
Value$611.9K (-$73.0K)
Filed 2026-11-04
Expressive Wealth LLC
INCREASED
Shares4,255 from 3,853
Change+402 (+10%)
Value$606.6K (+$2.8K)
Filed 2026-11-09
HighPoint Advisor Group LLC
DECREASED
Shares4,251 from 5,024
Change-773 (-15%)
Value$606.1K (-$181.3K)
Filed 2026-11-09
Wedbush Securities Inc
DECREASED
Shares4,235 from 4,405
Change-170 (-4%)
Value$604 (-$689.4K)
Filed 2026-10-22
First City Capital Management, Inc.
DECREASED
Shares4,234 from 4,298
Change-64 (-1%)
Value$603.6K (-$69.9K)
Filed 2026-10-27
Marino, Stram & Associates LLC
DECREASED
Shares4,208 from 4,413
Change-205 (-5%)
Value$600.0K (-$91.7K)
Filed 2026-10-22
Mill Capital Management, LLC
UNCHANGED
Shares4,205 from 4,205
Change0 (0%)
Value$599.5K (-$59.5K)
Filed 2026-10-26
Cherokee Insurance Co
INCREASED
Shares4,200 from 3,500
Change+700 (+20%)
Value$598.8K (+$50.3K)
Filed 2026-11-05
Cullinan Associates Inc
DECREASED
Shares4,200 from 4,700
Change-500 (-11%)
Value$598.8K (-$137.8K)
Filed 2026-11-03
Angeles Wealth Management, LLC
DECREASED
Shares4,127 from 4,448
Change-321 (-7%)
Value$588.5K (-$108.7K)
Filed 2026-10-26
Cromwell Holdings LLC
UNCHANGED
Shares4,117 from 4,117
Change0 (0%)
Value$587.0K (-$58.3K)
Filed 2026-10-28
Argyle Capital Partners, LLC
DECREASED
Shares4,086 from 4,094
Change-8 (0%)
Value$582.5K (-$59.1K)
Filed 2026-10-23
Pinnacle West Asset Management, Inc.
DECREASED
Shares4,070 from 4,155
Change-85 (-2%)
Value$580 (-$650.4K)
Filed 2026-11-09
S.A. Mason LLC
UNCHANGED
Shares4,040 from 4,040
Change0 (0%)
Value$576.0K (-$57.2K)
Filed 2026-10-13
Greenspring Advisors, LLC
DECREASED
Shares4,034 from 4,173
Change-139 (-3%)
Value$575.1K (-$78.9K)
Filed 2026-11-05
Optas, LLC
DECREASED
Shares4,020 from 4,098
Change-78 (-2%)
Value$573.1K (-$69.1K)
Filed 2026-11-09
Verdence Capital Advisors LLC
INCREASED
Shares4,008 from 4,005
Change+3 (+0%)
Value$571.4K (-$56.2K)
Filed 2026-10-26
Nwam LLC
INCREASED
Shares4,007 from 3,473
Change+534 (+15%)
Value$571.3K (+$27.0K)
Filed 2026-11-09
Oarsman Capital, Inc.
UNCHANGED
Shares4,006 from 4,006
Change0 (0%)
Value$571.1K (-$56.7K)
Filed 2026-11-05
SYM Financial Corp
INCREASED
Shares3,992 from 3,984
Change+8 (+0%)
Value$569.1K (-$55.2K)
Filed 2026-10-26
Wesbanco Bank Inc
DECREASED
Shares3,920 from 4,191
Change-271 (-6%)
Value$558.9K (-$97.9K)
Filed 2026-11-04
EverSource Wealth Advisors, LLC
DECREASED
Shares3,895 from 4,064
Change-169 (-4%)
Value$555.2K (-$81.7K)
Filed 2026-11-04
Smith Salley Wealth Management
UNCHANGED
Shares3,892 from 3,892
Change0 (0%)
Value$554.9K (-$55.1K)
Filed 2026-11-03
Interchange Capital Partners, LLC
INCREASED
Shares3,869 from 3,832
Change+37 (+1%)
Value$551.6K (-$48.9K)
Filed 2026-10-28
Violich Capital Management, Inc.
DECREASED
Shares3,847 from 3,947
Change-100 (-3%)
Value$548.5K (-$70.1K)
Filed 2026-10-05
Seven Mile Advisory
DECREASED
Shares3,843 from 3,996
Change-153 (-4%)
Value$547.9K (-$78.4K)
Filed 2026-10-22
Sovran Advisors, LLC
DECREASED
Shares3,841 from 4,829
Change-988 (-20%)
Value$618.7K (-$153.3K)
Filed 2026-11-02
Heck Capital Advisors, LLC
INCREASED
Shares3,839 from 3,415
Change+424 (+12%)
Value$547.3K (+$12.1K)
Filed 2026-10-14
Verity Asset Management, Inc.
UNCHANGED
Shares3,823 from 3,823
Change0 (0%)
Value$545.0K (-$54.1K)
Filed 2026-10-30
CV Advisors LLC
UNCHANGED
Shares3,800 from 3,800
Change0 (0%)
Value$541.8K (-$53.8K)
Filed 2026-10-13
Hollow Brook Wealth Management LLC
UNCHANGED
Shares3,788 from 3,788
Change0 (0%)
Value$540.1K (-$53.6K)
Filed 2026-10-29
Roxbury Financial LLC
UNCHANGED
Shares3,782 from 3,782
Change0 (0%)
Value$539.2K (-$53.5K)
Filed 2026-10-01
Aull & Monroe Investment Management Corp
UNCHANGED
Shares3,771 from 3,771
Change0 (0%)
Value$537.6K (-$53.4K)
Filed 2026-10-16
55 North Private Wealth, LLC
INCREASED
Shares3,762 from 3,497
Change+265 (+8%)
Value$536.4K (-$11.7K)
Filed 2026-10-20
SmartHarvest Portfolios, LLC
DECREASED
Shares3,759 from 4,670
Change-911 (-20%)
Value$536.0K (-$195.9K)
Filed 2026-10-26
Brucke Financial, Inc.
INCREASED
Shares3,755 from 2,999
Change+756 (+25%)
Value$535.4K (+$65.3K)
Filed 2026-10-23
Burke & Herbert Bank & Trust Co
DECREASED
Shares3,747 from 3,847
Change-100 (-3%)
Value$534.2K (-$68.7K)
Filed 2026-11-02
Harbour Capital Advisors, LLC
INCREASED
Shares3,729 from 3,599
Change+130 (+4%)
Value$531.6K (-$22.8K)
Filed 2026-10-13
Washington Trust Co
DECREASED
Shares3,717 from 4,467
Change-750 (-17%)
Value$529.9K (-$170.1K)
Filed 2026-10-22
Aspen Investment Management Inc
DECREASED
Shares3,702 from 3,736
Change-34 (-1%)
Value$528 (-$58)
Filed 2026-11-05
Cohen Investment Advisors LLC
INCREASED
Shares3,646 from 3,555
Change+91 (+3%)
Value$519.8K (-$37.3K)
Filed 2026-10-20
Intergy Private Wealth, LLC
DECREASED
Shares3,644 from 3,740
Change-96 (-3%)
Value$519.5K (-$66.6K)
Filed 2026-10-16
Acorn Creek Capital LLC
DECREASED
Shares3,623 from 3,727
Change-104 (-3%)
Value$516.5K (-$67.6K)
Filed 2026-11-05
Tred Avon Family Wealth, LLC
UNCHANGED
Shares3,612 from 3,612
Change0 (0%)
Value$515.0K (-$51.1K)
Filed 2026-10-20
Institute for Wealth Management, Llc.
DECREASED
Shares3,611 from 3,614
Change-3 (0%)
Value$514.8K (-$51.6K)
Filed 2026-11-06
Patton Albertson Miller Group, LLC
DECREASED
Shares3,610 from 3,695
Change-85 (-2%)
Value$514.7K (-$64.4K)
Filed 2026-10-26
Kanawha Capital Management LLC
DECREASED
Shares3,598 from 3,608
Change-10 (0%)
Value$513.0K (-$52.5K)
Filed 2026-10-19
Family Capital Management, Inc.
INCREASED
Shares3,591 from 3,309
Change+282 (+9%)
Value$512.0K (-$6.6K)
Filed 2026-11-03
Claro Advisors Inc.
INCREASED
Shares3,562 from 2,366
Change+1,196 (+51%)
Value$507.7K (+$136.9K)
Filed 2026-11-02
Split Creek LLC DBA Split Creek Capital LLC
DECREASED
Shares3,552 from 3,791
Change-239 (-6%)
Value$506.4K (-$87.7K)
Filed 2026-11-02
Traveka Wealth, LLC
INCREASED
Shares3,548 from 3,165
Change+383 (+12%)
Value$505.8K (+$9.8K)
Filed 2026-10-19
Pinnacle Bancorp, Inc.
DECREASED
Shares3,543 from 3,551
Change-8 (0%)
Value$505.1K (-$51.4K)
Filed 2026-10-21
Southland Equity Partners LLC
DECREASED
Shares3,535 from 3,807
Change-272 (-7%)
Value$503.9K (-$92.7K)
Filed 2026-10-14
Newman Dignan & Sheerar, Inc.
INCREASED
Shares3,529 from 3,499
Change+30 (+1%)
Value$503.1K (-$45.2K)
Filed 2026-10-21
Canopy Partners, LLC
INCREASED
Shares3,525 from 3,458
Change+67 (+2%)
Value$502.6K (-$39.4K)
Filed 2026-10-28
YHB Investment Advisors, Inc.
UNCHANGED
Shares3,503 from 3,503
Change0 (0%)
Value$499.4K (-$49.6K)
Filed 2026-10-08
Crew Capital Management, Ltd
UNCHANGED
Shares3,499 from 3,499
Change0 (0%)
Value$498.9K (-$49.5K)
Filed 2026-10-28
Pinnacle Wealth Management Advisory Group, LLC
DECREASED
Shares3,454 from 3,504
Change-50 (-1%)
Value$492.4K (-$56.7K)
Filed 2026-10-23
Verity & Verity, LLC
UNCHANGED
Shares3,453 from 3,453
Change0 (0%)
Value$492.3K (-$48.9K)
Filed 2026-10-23
Burns Matteson Capital Management, LLC
DECREASED
Shares3,442 from 3,477
Change-35 (-1%)
Value$490.7K (-$54.2K)
Filed 2026-10-16
Thoroughbred Financial Services, LLC
INCREASED
Shares3,439 from 3,134
Change+305 (+10%)
Value$490 (-$490.5K)
Filed 2026-11-09
Woodstock Corp
INCREASED
Shares3,407 from 2,807
Change+600 (+21%)
Value$485.7K (+$45.8K)
Filed 2026-10-13
Three Seasons Wealth, LLC
DECREASED
Shares3,400 from 3,857
Change-457 (-12%)
Value$484.7K (-$119.7K)
Filed 2026-11-03
Hendershot Investments Inc.
INCREASED
Shares3,399 from 3,331
Change+68 (+2%)
Value$484.6K (-$37.4K)
Filed 2026-11-05
Altfest L J & Co Inc
DECREASED
Shares3,397 from 4,193
Change-796 (-19%)
Value$484.3K (-$172.8K)
Filed 2026-10-27
Riversedge Advisors, LLC
DECREASED
Shares3,386 from 3,883
Change-497 (-13%)
Value$482.7K (-$125.8K)
Filed 2026-10-09
Marks Group Wealth Management, Inc
INCREASED
Shares3,380 from 1,450
Change+1,930 (+133%)
Value$481.9K (+$254.6K)
Filed 2026-11-05
LCM Capital Management Inc
INCREASED
Shares3,379 from 3,341
Change+38 (+1%)
Value$481.7K (-$41.9K)
Filed 2026-10-20
Davidson Trust Co
DECREASED
Shares3,370 from 3,685
Change-315 (-9%)
Value$480.5K (-$97.1K)
Filed 2026-10-09
SeaBridge Investment Advisors LLC
NEW
Shares3,358
Change+3,358
Value$478.8K
Filed 2026-11-02
Capital Investment Advisory Services, LLC
INCREASED
Shares3,354 from 3,041
Change+313 (+10%)
Value$478.5K (+$2.0K)
Filed 2026-10-30
Michels Family Financial, LLC
UNCHANGED
Shares3,342 from 3,342
Change0 (0%)
Value$476.5K (-$47.3K)
Filed 2026-11-02
Cpwa, LLC
UNCHANGED
Shares3,337 from 3,337
Change0 (0%)
Value$480.0K (-$43.0K)
Filed 2026-11-04
Axiom Investment Management LLC
UNCHANGED
Shares3,326 from 3,326
Change0 (0%)
Value$474.2K (-$47.1K)
Filed 2026-11-03
Mcdaniel Terry & Co
UNCHANGED
Shares3,325 from 3,325
Change0 (0%)
Value$474.0K (-$47.0K)
Filed 2026-11-05
Foster Group, Inc.
DECREASED
Shares3,322 from 3,834
Change-512 (-13%)
Value$473.6K (-$127.2K)
Filed 2026-10-13
James T. Borello RIA
DECREASED
Shares3,273 from 3,560
Change-287 (-8%)
Value$466.6K (-$91.3K)
Filed 2026-10-16
Advisor OS, LLC
DECREASED
Shares3,262 from 4,102
Change-840 (-20%)
Value$465.1K (-$177.8K)
Filed 2026-11-03
Arvest Investments, Inc.
DECREASED
Shares3,255 from 3,314
Change-59 (-2%)
Value$464.1K (-$55.3K)
Filed 2026-10-21
Avail Investment Partners, LLC
DECREASED
Shares3,249 from 3,614
Change-365 (-10%)
Value$463.2K (-$103.2K)
Filed 2026-10-16
Rational Advisors, Inc.
DECREASED
Shares3,244 from 4,853
Change-1,609 (-33%)
Value$462.5K (-$298.1K)
Filed 2026-11-02
Range Financial Group LLC
DECREASED
Shares3,243 from 3,335
Change-92 (-3%)
Value$462.4K (-$60.2K)
Filed 2026-10-21
Elmwood Wealth Management, Inc.
DECREASED
Shares3,240 from 3,278
Change-38 (-1%)
Value$461.9K (-$51.8K)
Filed 2026-10-14
Invested Advisors
DECREASED
Shares3,224 from 3,455
Change-231 (-7%)
Value$459.6K (-$81.8K)
Filed 2026-10-23
R Squared Ltd
DECREASED
Shares3,222 from 5,411
Change-2,189 (-40%)
Value$459.4K (-$388.7K)
Filed 2026-11-06
King Wealth Management Group
DECREASED
Shares3,221 from 3,251
Change-30 (-1%)
Value$459 (-$508.5K)
Filed 2026-11-09
Apella Capital, LLC
INCREASED
Shares3,205 from 2,960
Change+245 (+8%)
Value$459.2K (-$5.6K)
Filed 2026-10-08
Capital Investment Advisors, LLC
INCREASED
Shares3,205 from 3,148
Change+57 (+2%)
Value$456.9K (-$36.4K)
Filed 2026-10-22
Summit Financial Wealth Advisors, LLC
INCREASED
Shares3,202 from 3,173
Change+29 (+1%)
Value$456.5K (-$40.8K)
Filed 2026-10-15
Mitchell Sinkler & Starr
UNCHANGED
Shares3,193 from 3,193
Change0 (0%)
Value$455.2K (-$45.2K)
Filed 2026-10-13
Cove Private Wealth, LLC
INCREASED
Shares3,191 from 2,867
Change+324 (+11%)
Value$454.9K (+$5.6K)
Filed 2026-10-28
Norden Group LLC
INCREASED
Shares3,169 from 2,427
Change+742 (+31%)
Value$451.8K (+$71.4K)
Filed 2026-10-20
Paragon Private Wealth Management, LLC
NEW
Shares3,160
Change+3,160
Value$450.5K
Filed 2026-10-20
Independent Financial Group, LLC
DECREASED
Shares3,113 from 3,562
Change-449 (-13%)
Value$443.9K (-$114.3K)
Filed 2026-10-13
Chicago Partners Investment Group LLC
DECREASED
Shares3,110 from 3,408
Change-298 (-9%)
Value$470.0K (-$62.1K)
Filed 2026-10-27
Cetera Trust Company, N.a
DECREASED
Shares3,110 from 3,252
Change-142 (-4%)
Value$443.4K (-$66.3K)
Filed 2026-11-09
Lantern Wealth Advisors, LLC
UNCHANGED
Shares3,100 from 3,100
Change0 (0%)
Value$442.0K (-$43.9K)
Filed 2026-10-22
Beverly Hills Private Wealth, LLC
INCREASED
Shares3,094 from 2,596
Change+498 (+19%)
Value$441.2K (+$34.4K)
Filed 2026-11-04
Aspiriant, LLC
DECREASED
Shares3,077 from 4,290
Change-1,213 (-28%)
Value$438.7K (-$233.6K)
Filed 2026-10-16
Robertson Stephens Wealth Management, LLC
INCREASED
Shares3,070 from 2,962
Change+108 (+4%)
Value$437.6K (-$26.6K)
Filed 2026-10-16
Beacon Bank & Trust
DECREASED
Shares3,070 from 3,076
Change-6 (0%)
Value$437.7K (-$44.4K)
Filed 2026-10-27
Earned Wealth Advisors, LLC
INCREASED
Shares3,043 from 1,536
Change+1,507 (+98%)
Value$433.9K (+$193.1K)
Filed 2026-11-06
Shore Point Advisors, LLC
NEW
Shares3,040
Change+3,040
Value$433.4K
Filed 2026-10-14
TigerOak Management, L.L.C.
DECREASED
Shares3,030 from 3,041
Change-11 (0%)
Value$432.0K (-$44.6K)
Filed 2026-10-23
Regatta Capital Group, LLC
DECREASED
Shares3,029 from 3,273
Change-244 (-7%)
Value$431.9K (-$81.1K)
Filed 2026-10-23
Meridian Wealth Management, LLC
DECREASED
Shares3,026 from 3,060
Change-34 (-1%)
Value$431.5K (-$48.2K)
Filed 2026-11-05
Turtle Creek Wealth Advisors, LLC
NEW
Shares3,013
Change+3,013
Value$429.6K
Filed 2026-10-15
SVB Wealth LLC
DECREASED
Shares3,010 from 3,152
Change-142 (-5%)
Value$429.1K (-$64.8K)
Filed 2026-11-06
Abner Herrman & Brock LLC
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$428 (-$42)
Filed 2026-10-20
Rossby Financial, LCC
INCREASED
Shares2,997 from 2,816
Change+181 (+6%)
Value$427.3K (-$14.0K)
Filed 2026-11-05
Opal Wealth Advisors, LLC
DECREASED
Shares2,970 from 4,383
Change-1,413 (-32%)
Value$423.4K (-$263.5K)
Filed 2026-10-16
Flagship Harbor Advisors, LLC
DECREASED
Shares2,967 from 3,040
Change-73 (-2%)
Value$423.0K (-$53.4K)
Filed 2026-10-26
Quantum Financial Advisors, LLC
INCREASED
Shares2,960 from 2,574
Change+386 (+15%)
Value$422.1K (+$18.6K)
Filed 2026-11-03
Platform Technology Partners
DECREASED
Shares2,959 from 2,960
Change-1 (0%)
Value$421.9K (-$42.0K)
Filed 2026-11-02
Community Bank & Trust, Waco, Texas
INCREASED
Shares2,951 from 2,851
Change+100 (+4%)
Value$421 (-$446.6K)
Filed 2026-10-19
Allen Wealth Management, LLC
DECREASED
Shares2,940 from 3,170
Change-230 (-7%)
Value$419.2K (-$77.6K)
Filed 2026-10-29
BIP Wealth, LLC
DECREASED
Shares2,924 from 2,929
Change-5 (0%)
Value$416.9K (-$42.2K)
Filed 2026-10-22
Grove Bank & Trust
DECREASED
Shares2,920 from 3,722
Change-802 (-22%)
Value$416.3K (-$167.0K)
Filed 2026-10-08
Latitude Advisors, LLC
DECREASED
Shares2,915 from 3,315
Change-400 (-12%)
Value$415.6K (-$103.9K)
Filed 2026-10-27
Sanchez Gaunt Capital Management, LLC
DECREASED
Shares2,909 from 2,997
Change-88 (-3%)
Value$414.7K (-$55.0K)
Filed 2026-11-03
Deroy & Devereaux Private Investment Counsel Inc
DECREASED
Shares2,892 from 3,192
Change-300 (-9%)
Value$412 (-$499.6K)
Filed 2026-10-26
Sound Income Strategies, LLC
DECREASED
Shares2,874 from 3,034
Change-160 (-5%)
Value$411.3K (-$64.1K)
Filed 2026-10-09
Lanark Financial, Inc.
DECREASED
Shares2,859 from 2,866
Change-7 (0%)
Value$407.6K (-$41.6K)
Filed 2026-10-26
Sentry LLC
DECREASED
Shares2,855 from 3,010
Change-155 (-5%)
Value$407.0K (-$64.7K)
Filed 2026-10-30
Summit Global Investments
INCREASED
Shares2,855 from 2,815
Change+40 (+1%)
Value$407 (-$440.6K)
Filed 2026-10-28
Wulff, Hansen & Co.
UNCHANGED
Shares2,850 from 2,850
Change0 (0%)
Value$406.3K (-$40.3K)
Filed 2026-11-09
Soltis Investment Advisors LLC
INCREASED
Shares2,848 from 2,361
Change+487 (+21%)
Value$406.0K (+$35.9K)
Filed 2026-10-28
JGP Wealth Management, LLC
INCREASED
Shares2,847 from 2,511
Change+336 (+13%)
Value$405.9K (+$12.4K)
Filed 2026-10-13
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares2,835 from 2,835
Change0 (0%)
Value$404 (-$355.7K)
Filed 2026-11-04
Blake Schutter Theil Wealth Advisors, LLC
DECREASED
Shares2,824 from 3,011
Change-187 (-6%)
Value$402.6K (-$69.3K)
Filed 2026-11-02
Magnus Financial Group LLC
INCREASED
Shares2,817 from 2,782
Change+35 (+1%)
Value$401.7K (-$34.4K)
Filed 2026-10-21
Inscription Capital, LLC
DECREASED
Shares2,815 from 3,412
Change-597 (-17%)
Value$401.3K (-$133.5K)
Filed 2026-11-02
Flywheel Private Wealth LLC
UNCHANGED
Shares2,796 from 2,796
Change0 (0%)
Value$398.6K (-$39.6K)
Filed 2026-11-02
Mission Financial Group, LLC
INCREASED
Shares2,790 from 2,762
Change+28 (+1%)
Value$397.8K (-$35.2K)
Filed 2026-10-21
Diversified Enterprises, LLC
INCREASED
Shares2,788 from 2,381
Change+407 (+17%)
Value$397.5K (+$24.3K)
Filed 2026-10-19
High Net Worth Advisory Group LLC
UNCHANGED
Shares2,779 from 2,779
Change0 (0%)
Value$396.2K (-$39.3K)
Filed 2026-10-26
Integrated Advisors Network LLC
DECREASED
Shares2,752 from 2,809
Change-57 (-2%)
Value$392.4K (-$47.9K)
Filed 2026-10-20
Haven Private, LLC
DECREASED
Shares2,737 from 3,296
Change-559 (-17%)
Value$390.2K (-$126.3K)
Filed 2026-10-27
Beese Fulmer Investment Management, Inc.
UNCHANGED
Shares2,716 from 2,716
Change0 (0%)
Value$387.2K (-$38.4K)
Filed 2026-10-23
Philadelphia Trust Co
UNCHANGED
Shares2,700 from 2,700
Change0 (0%)
Value$385 (-$422.6K)
Filed 2026-11-05
Journey Retirement Planning & Investment Management LLC
DECREASED
Shares2,698 from 3,517
Change-819 (-23%)
Value$384.7K (-$166.5K)
Filed 2026-10-09
Moneco Advisors, LLC
INCREASED
Shares2,673 from 2,613
Change+60 (+2%)
Value$381.1K (-$28.4K)
Filed 2026-11-05
Founders Financial Securities LLC
INCREASED
Shares2,668 from 2,628
Change+40 (+2%)
Value$380.4K (-$31.5K)
Filed 2026-10-28
Watershed Private Wealth LLC
INCREASED
Shares2,665 from 2,509
Change+156 (+6%)
Value$379.9K (-$13.3K)
Filed 2026-10-30
Revisor Wealth Management LLC
DECREASED
Shares2,663 from 3,364
Change-701 (-21%)
Value$391.2K (-$136.0K)
Filed 2026-10-20
Sapient Capital LLC
INCREASED
Shares2,663 from 2,363
Change+300 (+13%)
Value$379.7K (+$9.3K)
Filed 2026-10-08
Hilton Head Capital Partners, LLC
UNCHANGED
Shares2,656 from 2,656
Change0 (0%)
Value$378.6K (-$37.6K)
Filed 2026-10-23
Walkner Condon Financial Advisors LLC
DECREASED
Shares2,649 from 2,701
Change-52 (-2%)
Value$377.7K (-$45.6K)
Filed 2026-11-02
Peddock Capital Advisors, LLC
UNCHANGED
Shares2,632 from 2,632
Change0 (0%)
Value$375.2K (-$37.2K)
Filed 2026-10-16
Rydar Equities, Inc.
UNCHANGED
Shares2,630 from 2,630
Change0 (0%)
Value$376.8K (-$26.5K)
Filed 2026-10-13
Norris Perne & French LLP
INCREASED
Shares2,621 from 2,516
Change+105 (+4%)
Value$373.7K (-$20.6K)
Filed 2026-10-23
IFG Advisory, LLC
INCREASED
Shares2,618 from 2,334
Change+284 (+12%)
Value$373.2K (+$7.5K)
Filed 2026-11-09
Eagle Strategies LLC
UNCHANGED
Shares2,616 from 2,616
Change0 (0%)
Value$372.9K (-$37.0K)
Filed 2026-10-16
LaFleur & Godfrey LLC
DECREASED
Shares2,609 from 3,058
Change-449 (-15%)
Value$372.0K (-$107.3K)
Filed 2026-10-27
XXI Wealth, LLC
DECREASED
Shares2,598 from 2,982
Change-384 (-13%)
Value$370.4K (-$96.9K)
Filed 2026-10-22
Key FInancial Inc
UNCHANGED
Shares2,592 from 2,592
Change0 (0%)
Value$369.5K (-$36.7K)
Filed 2026-11-02
Grey Ledge Advisors, LLC
UNCHANGED
Shares2,576 from 2,576
Change0 (0%)
Value$367.3K (-$36.5K)
Filed 2026-11-02
Compass Ion Advisors, LLC
UNCHANGED
Shares2,560 from 2,560
Change0 (0%)
Value$364.9K (-$36.2K)
Filed 2026-10-23
Sanders Morris Harris LLC
NEW
Shares2,554
Change+2,554
Value$365.7K
Filed 2026-10-14
Jm2 Capital Inc.
INCREASED
Shares2,548 from 2,374
Change+174 (+7%)
Value$363.3K (-$8.8K)
Filed 2026-10-14
GF Fund Management Co. Ltd.
UNCHANGED
Shares2,542 from 2,542
Change0 (0%)
Value$362.4K (-$36.0K)
Filed 2026-10-26
Quad-Cities Investment Group, LLC
DECREASED
Shares2,541 from 2,643
Change-102 (-4%)
Value$362.3K (-$51.9K)
Filed 2026-10-16
Legacy Advisors, LLC
DECREASED
Shares2,530 from 2,837
Change-307 (-11%)
Value$360.7K (-$83.9K)
Filed 2026-10-19
Busey Bank
INCREASED
Shares2,521 from 2,452
Change+69 (+3%)
Value$359.4K (-$24.9K)
Filed 2026-10-26
Jacobs & Co
UNCHANGED
Shares2,520 from 2,520
Change0 (0%)
Value$359 (-$35)
Filed 2026-10-09
Kingswood Wealth Advisors, LLC
DECREASED
Shares2,505 from 3,959
Change-1,454 (-37%)
Value$357.1K (-$263.3K)
Filed 2026-10-23
Great Diamond Partners, LLC
INCREASED
Shares2,483 from 2,473
Change+10 (+0%)
Value$354.0K (-$33.6K)
Filed 2026-10-13
Laraway Financial Advisors Inc
UNCHANGED
Shares2,467 from 2,467
Change0 (0%)
Value$351.7K (-$34.9K)
Filed 2026-11-09
Livet Wealth, LLC
INCREASED
Shares2,463 from 1,946
Change+517 (+27%)
Value$351.2K (+$46.2K)
Filed 2026-10-27
CFS Investment Advisory Services, LLC
DECREASED
Shares2,460 from 2,476
Change-16 (-1%)
Value$346.3K (-$49.6K)
Filed 2026-10-19
Walter Public Investments Inc.
INCREASED
Shares2,450 from 1,700
Change+750 (+44%)
Value$349.3K (+$82.9K)
Filed 2026-11-05
VAN Strum & Towne Inc.
UNCHANGED
Shares2,447 from 2,447
Change0 (0%)
Value$348.9K (-$34.6K)
Filed 2026-11-06
Formidable Asset Management, LLC
UNCHANGED
Shares2,430 from 2,430
Change0 (0%)
Value$380.8K (+$9.6K)
Filed 2026-11-03
Western Wealth Management, LLC
DECREASED
Shares2,423 from 3,074
Change-651 (-21%)
Value$345.5K (-$136.3K)
Filed 2026-11-09
Horizon Wealth Management, LLC
DECREASED
Shares2,412 from 2,428
Change-16 (-1%)
Value$343.9K (-$36.6K)
Filed 2026-11-02
Hudock, Inc.
INCREASED
Shares2,410 from 2,149
Change+261 (+12%)
Value$343.7K (+$6.8K)
Filed 2026-10-14
Lynx Investment Advisory
INCREASED
Shares2,409 from 1,709
Change+700 (+41%)
Value$343.5K (+$75.6K)
Filed 2026-10-27
Oakworth Capital, Inc.
INCREASED
Shares2,408 from 2,335
Change+73 (+3%)
Value$343.3K (-$22.4K)
Filed 2026-10-26
Montecito Bank & Trust
INCREASED
Shares2,396 from 1,728
Change+668 (+39%)
Value$341.6K (+$70.8K)
Filed 2026-10-01
Hopwood Financial Services, Inc.
UNCHANGED
Shares2,395 from 2,395
Change0 (0%)
Value$341.5K (-$33.9K)
Filed 2026-10-29
Kornitzer Capital Management Inc
UNCHANGED
Shares2,390 from 2,390
Change0 (0%)
Value$340.7K (-$33.8K)
Filed 2026-11-03
Argyle Capital Management, LLC
UNCHANGED
Shares2,375 from 2,375
Change0 (0%)
Value$338.6K (-$33.6K)
Filed 2026-10-28
RBA Wealth Management, LLC
NEW
Shares2,370
Change+2,370
Value$337.9K
Filed 2026-10-28
Cornerstone Wealth Management, LLC
UNCHANGED
Shares2,360 from 2,360
Change0 (0%)
Value$336.5K (-$33.4K)
Filed 2026-11-04
Chapman Financial Group, LLC
UNCHANGED
Shares2,355 from 2,355
Change0 (0%)
Value$335.8K (-$33.3K)
Filed 2026-10-26
Heritage Family Offices, LLP
DECREASED
Shares2,350 from 3,012
Change-662 (-22%)
Value$335.0K (-$137.0K)
Filed 2026-11-02
Nations Financial Group Inc,
DECREASED
Shares2,347 from 2,380
Change-33 (-1%)
Value$334.7K (-$38.4K)
Filed 2026-11-05
Cooper Financial Group
INCREASED
Shares2,335 from 2,253
Change+82 (+4%)
Value$332.9K (-$20.2K)
Filed 2026-10-07
Shoker Investment Counsel, Inc.
UNCHANGED
Shares2,335 from 2,335
Change0 (0%)
Value$332.9K (-$33.0K)
Filed 2026-11-04
Texas Capital Bank Wealth Management Services Inc
INCREASED
Shares2,327 from 2,271
Change+56 (+2%)
Value$331.8K (-$24.2K)
Filed 2026-11-09
Key Client Fiduciary Advisors, LLC
UNCHANGED
Shares2,326 from 2,326
Change0 (0%)
Value$331.6K (-$32.9K)
Filed 2026-10-19
Value Investment Professionals, LLC
UNCHANGED
Shares2,319 from 2,319
Change0 (0%)
Value$330.6K (-$32.8K)
Filed 2026-10-13
Schmidt P J Investment Management Inc
UNCHANGED
Shares2,300 from 2,300
Change0 (0%)
Value$327.9K (-$32.5K)
Filed 2026-11-02
KG Capital Management
INCREASED
Shares2,289 from 2,046
Change+243 (+12%)
Value$326.3K (+$5.7K)
Filed 2026-10-15
Gallacher Capital Management LLC
DECREASED
Shares2,275 from 3,514
Change-1,239 (-35%)
Value$324.4K (-$226.4K)
Filed 2026-10-30
Financial Security Advisor, Inc.
UNCHANGED
Shares2,264 from 2,264
Change0 (0%)
Value$322.8K (-$32.0K)
Filed 2026-11-03
First County Bank
INCREASED
Shares2,248 from 2,022
Change+226 (+11%)
Value$320.5K (+$3.6K)
Filed 2026-10-13
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares2,248 from 2,065
Change+183 (+9%)
Value$320.5K (-$3.1K)
Filed 2026-10-13
Trek Financial, LLC
INCREASED
Shares2,244 from 2,210
Change+34 (+2%)
Value$319.9K (-$26.4K)
Filed 2026-10-29
Vann Equity Management LLC
UNCHANGED
Shares2,238 from 2,238
Change0 (0%)
Value$319.0K (-$31.7K)
Filed 2026-10-08
Outlook Wealth Advisors, LLC
DECREASED
Shares2,233 from 2,271
Change-38 (-2%)
Value$318.3K (-$37.7K)
Filed 2026-10-28
Weatherly Asset Management L. P.
DECREASED
Shares2,224 from 2,621
Change-397 (-15%)
Value$317.1K (-$93.7K)
Filed 2026-10-20
Kendall Capital Management
DECREASED
Shares2,220 from 2,295
Change-75 (-3%)
Value$316.5K (-$43.2K)
Filed 2026-10-23
Atlantic Edge Private Wealth Management, LLC
DECREASED
Shares2,220 from 2,270
Change-50 (-2%)
Value$316.5K (-$39.2K)
Filed 2026-10-20
Wealth Dimensions Group, Ltd.
INCREASED
Shares2,219 from 2,204
Change+15 (+1%)
Value$316.4K (-$29.0K)
Filed 2026-11-02
Mattern Capital Management, LLC
UNCHANGED
Shares2,211 from 2,211
Change0 (0%)
Value$315.2K (-$31.3K)
Filed 2026-11-02
Summit Wealth Group LLC / Co
DECREASED
Shares2,208 from 2,287
Change-79 (-3%)
Value$314.8K (-$43.6K)
Filed 2026-10-29
M Holdings Securities, Inc.
NEW
Shares2,203
Change+2,203
Value$354
Filed 2026-11-03
Juncture Wealth Strategies, LLC
INCREASED
Shares2,198 from 1,998
Change+200 (+10%)
Value$313.4K (+$242)
Filed 2026-10-06
Gerald Baker Financial Group LLC
UNCHANGED
Shares2,194 from 2,194
Change0 (0%)
Value$312.8K (-$31.0K)
Filed 2026-10-09
Integrity Alliance, Llc.
NEW
Shares2,184
Change+2,184
Value$311.4K
Filed 2026-10-29
Granite Group Advisors, LLC
DECREASED
Shares2,183 from 2,187
Change-4 (0%)
Value$311.2K (-$31.5K)
Filed 2026-10-14
Spectrum Planning & Advisory Services Inc.
INCREASED
Shares2,179 from 1,311
Change+868 (+66%)
Value$310.7K (+$105.2K)
Filed 2026-11-05
Kestra Investment Management, LLC
INCREASED
Shares2,167 from 2,037
Change+130 (+6%)
Value$309.0K (-$10.2K)
Filed 2026-11-04
Advisors Management Group Inc
UNCHANGED
Shares2,167 from 2,167
Change0 (0%)
Value$308 (-$338.7K)
Filed 2026-11-05
Koshinski Asset Management, Inc.
DECREASED
Shares2,160 from 2,330
Change-170 (-7%)
Value$308.0K (-$57.2K)
Filed 2026-10-29
Schnieders Capital Management, Llc.
INCREASED
Shares2,148 from 2,116
Change+32 (+2%)
Value$306.2K (-$25.4K)
Filed 2026-11-09
Keudell ison Wealth Management
INCREASED
Shares2,138 from 2,058
Change+80 (+4%)
Value$304.8K (-$17.7K)
Filed 2026-10-16
Intrua Financial, LLC
DECREASED
Shares2,129 from 2,609
Change-480 (-18%)
Value$303.5K (-$105.4K)
Filed 2026-10-28
Mondrian Investment Partners LTD
DECREASED
Shares2,117 from 3,273
Change-1,156 (-35%)
Value$318.0K (-$195.0K)
Filed 2026-10-23
Nikulski Financial, Inc.
NEW
Shares2,107
Change+2,107
Value$300.4K
Filed 2026-11-06
Dorato Capital Management
UNCHANGED
Shares2,104 from 2,104
Change0 (0%)
Value$301.5K (-$22.7K)
Filed 2026-10-08
Mirador Capital Partners LP
INCREASED
Shares2,103 from 2,090
Change+13 (+1%)
Value$299.8K (-$27.7K)
Filed 2026-10-09
Chicago Capital, LLC
NEW
Shares2,100
Change+2,100
Value$299.5K
Filed 2026-10-13
Wealth Alliance Advisory Group, LLC
UNCHANGED
Shares2,100 from 2,100
Change0 (0%)
Value$299.4K (-$29.7K)
Filed 2026-10-14
Dakota Community Bank & Trust NA
UNCHANGED
Shares2,081 from 2,081
Change0 (0%)
Value$296.7K (-$29.4K)
Filed 2026-10-09
Merrion Investment Management Co, LLC
UNCHANGED
Shares2,080 from 2,080
Change0 (0%)
Value$296.5K (-$29.4K)
Filed 2026-10-16
MQS Management LLC
DECREASED
Shares2,070 from 3,314
Change-1,244 (-38%)
Value$295.1K (-$224.3K)
Filed 2026-11-06
Focus Financial Network, Inc.
INCREASED
Shares2,070 from 2,032
Change+38 (+2%)
Value$295.1K (-$23.3K)
Filed 2026-10-14
Vanguard Capital Wealth Advisors
UNCHANGED
Shares2,050 from 2,050
Change0 (0%)
Value$292.3K (-$29.0K)
Filed 2026-10-16
Tanager Wealth Management LLP
INCREASED
Shares2,032 from 1,281
Change+751 (+59%)
Value$289.7K (+$88.9K)
Filed 2026-10-19
Dillon & Associates Inc
UNCHANGED
Shares2,031 from 2,031
Change0 (0%)
Value$290 (-$318.7K)
Filed 2026-10-22
180 Wealth Advisors, LLC
DECREASED
Shares2,030 from 2,061
Change-31 (-1%)
Value$289.5K (-$33.6K)
Filed 2026-11-03
Warren Street Wealth Advisors, LLC
INCREASED
Shares2,028 from 1,340
Change+688 (+51%)
Value$289.1K (+$79.1K)
Filed 2026-11-04
Ascentis Wealth Management, LLC
INCREASED
Shares2,023 from 1,853
Change+170 (+9%)
Value$288.4K (-$2.0K)
Filed 2026-11-03
Clear Wave Wealth Management LLC
DECREASED
Shares2,018 from 2,023
Change-5 (0%)
Value$287.7K (-$29.3K)
Filed 2026-11-04
Greykasell Wealth Strategies, Inc.
UNCHANGED
Shares2,013 from 2,013
Change0 (0%)
Value$287.0K (-$28.5K)
Filed 2026-11-09
CNB Bank
DECREASED
Shares2,011 from 2,220
Change-209 (-9%)
Value$286.7K (-$61.2K)
Filed 2026-11-09
Hudson Capital Management LLC
DECREASED
Shares2,011 from 2,040
Change-29 (-1%)
Value$286.8K (-$33.0K)
Filed 2026-10-20
Syverson Strege & Co
INCREASED
Shares2,009 from 1,964
Change+45 (+2%)
Value$286.4K (-$21.4K)
Filed 2026-11-02
Stanley-Laman Group, Ltd.
INCREASED
Shares2,006 from 2,000
Change+6 (+0%)
Value$286.0K (-$27.4K)
Filed 2026-10-20
Gimbal Financial
UNCHANGED
Shares2,002 from 2,002
Change0 (0%)
Value$285.4K (-$28.3K)
Filed 2026-10-19
Cornerstone Advisory, LLC
INCREASED
Shares1,991 from 1,974
Change+17 (+1%)
Value$283.9K (-$25.5K)
Filed 2026-11-06
CoreCap Advisors, LLC
DECREASED
Shares1,987 from 2,671
Change-684 (-26%)
Value$283.3K (-$135.3K)
Filed 2026-10-08
Hardy Reed LLC
INCREASED
Shares1,984 from 1,440
Change+544 (+38%)
Value$282.9K (+$57.2K)
Filed 2026-11-06
Pacifica Partners Inc.
UNCHANGED
Shares1,984 from 1,984
Change0 (0%)
Value$279.8K (-$37.4K)
Filed 2026-10-09
Endowment Wealth Management, Inc.
INCREASED
Shares1,982 from 1,830
Change+152 (+8%)
Value$282.6K (-$4.2K)
Filed 2026-11-03
Triad Wealth Partners, LLC
INCREASED
Shares1,978 from 1,949
Change+29 (+1%)
Value$282.0K (-$17.5K)
Filed 2026-10-26
Barry Investment Advisors, LLC
UNCHANGED
Shares1,962 from 1,962
Change0 (0%)
Value$279.7K (-$27.8K)
Filed 2026-10-14
Caldwell Trust Co
DECREASED
Shares1,953 from 2,167
Change-214 (-10%)
Value$278.4K (-$61.2K)
Filed 2026-10-30
Meyer Handelman Co
UNCHANGED
Shares1,948 from 1,948
Change0 (0%)
Value$277.7K (-$27.6K)
Filed 2026-10-28
August Group Capital Ltd
INCREASED
Shares1,945 from 1,929
Change+16 (+1%)
Value$277.2K (-$25.0K)
Filed 2026-10-14
Ejmk Ventures LLC
DECREASED
Shares1,939 from 1,948
Change-9 (0%)
Value$276.4K (-$28.8K)
Filed 2026-10-21
Commonwealth Retirement Investments LLC
UNCHANGED
Shares1,931 from 1,931
Change0 (0%)
Value$275.3K (-$27.3K)
Filed 2026-10-26
Enterprise Financial Services Corp
DECREASED
Shares1,928 from 2,081
Change-153 (-7%)
Value$274.9K (-$51.3K)
Filed 2026-11-03
Independence Wealth Advisors, LLC
DECREASED
Shares1,926 from 2,679
Change-753 (-28%)
Value$274.6K (-$145.3K)
Filed 2026-10-29
Hummer Financial Advisory Services Inc
UNCHANGED
Shares1,926 from 1,926
Change0 (0%)
Value$274.6K (-$27.3K)
Filed 2026-10-09
Nolet Wealth Management, LLC
INCREASED
Shares1,919 from 1,880
Change+39 (+2%)
Value$273.5K (-$21.1K)
Filed 2026-10-15
Fairfield Financial Advisors, LTD
INCREASED
Shares1,911 from 1,611
Change+300 (+19%)
Value$272.5K (+$20.0K)
Filed 2026-10-14
Larson Financial Group LLC
INCREASED
Shares1,909 from 1,715
Change+194 (+11%)
Value$272.2K (+$3.4K)
Filed 2026-11-05
Community Bank, N.A.
UNCHANGED
Shares1,906 from 1,906
Change0 (0%)
Value$271.7K (-$27.0K)
Filed 2026-11-06
Hall Capital Management Co Inc
DECREASED
Shares1,895 from 1,985
Change-90 (-5%)
Value$270.2K (-$40.9K)
Filed 2026-11-09
Narus Financial Partners, LLC
DECREASED
Shares1,876 from 1,889
Change-13 (-1%)
Value$267.5K (-$28.6K)
Filed 2026-10-19
Essex Investment Management Co LLC
UNCHANGED
Shares1,875 from 1,875
Change0 (0%)
Value$267.3K (-$26.5K)
Filed 2026-10-19
Fulcrum Equity Management
INCREASED
Shares1,873 from 1,805
Change+68 (+4%)
Value$267.0K (-$15.8K)
Filed 2026-10-21
FSM Wealth Advisors, LLC
INCREASED
Shares1,873 from 1,824
Change+49 (+3%)
Value$268.1K (-$17.8K)
Filed 2026-10-27
Maia Wealth LLC
DECREASED
Shares1,872 from 2,096
Change-224 (-11%)
Value$266.8K (-$61.6K)
Filed 2026-10-19
Greenup Street Wealth Management LLC
DECREASED
Shares1,867 from 1,993
Change-126 (-6%)
Value$266.2K (-$46.2K)
Filed 2026-10-28
Rosenberg Matthew Hamilton
INCREASED
Shares1,855 from 1,803
Change+52 (+3%)
Value$264.5K (-$18.1K)
Filed 2026-10-05
Manchester Capital Management LLC
DECREASED
Shares1,853 from 1,910
Change-57 (-3%)
Value$264.2K (-$35.2K)
Filed 2026-10-22
Eagle Harbor Asset Management Inc
DECREASED
Shares1,848 from 1,905
Change-57 (-3%)
Value$263.5K (-$35.1K)
Filed 2026-10-21
Badgley Phelps Wealth Managers, LLC
DECREASED
Shares1,848 from 1,866
Change-18 (-1%)
Value$263.5K (-$29.0K)
Filed 2026-10-22
SJS Investment Consulting Inc.
UNCHANGED
Shares1,839 from 1,839
Change0 (0%)
Value$262.2K (-$26.0K)
Filed 2026-10-26
Symmetry Partners, LLC
DECREASED
Shares1,836 from 2,848
Change-1,012 (-36%)
Value$261.8K (-$184.6K)
Filed 2026-10-27
Sky Investment Group LLC
NEW
Shares1,830
Change+1,830
Value$260.9K
Filed 2026-10-30
SteelPeak Wealth, LLC
DECREASED
Shares1,828 from 1,901
Change-73 (-4%)
Value$260.6K (-$37.3K)
Filed 2026-10-16
Excalibur Management Corp
UNCHANGED
Shares1,828 from 1,828
Change0 (0%)
Value$260.6K (-$25.9K)
Filed 2026-11-02
Trace Wealth Advisors, LLC
UNCHANGED
Shares1,825 from 1,825
Change0 (0%)
Value$260.2K (-$25.8K)
Filed 2026-10-30
Welch Financial Planning, LLC
UNCHANGED
Shares1,825 from 1,825
Change0 (0%)
Value$260.2K (-$25.8K)
Filed 2026-11-06
VestGen Advisors, LLC
DECREASED
Shares1,815 from 2,257
Change-442 (-20%)
Value$258.8K (-$95.0K)
Filed 2026-10-27
First Nebraska Trust Co
UNCHANGED
Shares1,812 from 1,812
Change0 (0%)
Value$258.3K (-$25.6K)
Filed 2026-10-30
Diversified Management Inc
NEW
Shares1,810
Change+1,810
Value$258.1K
Filed 2026-10-08
Global Trust Asset Management, LLC
DECREASED
Shares1,810 from 1,827
Change-17 (-1%)
Value$258.1K (-$28.2K)
Filed 2026-10-19
Moody National Bank Trust Division
UNCHANGED
Shares1,802 from 1,802
Change0 (0%)
Value$256.9K (-$25.5K)
Filed 2026-10-06
Braun-Bostich & Associates Inc.
DECREASED
Shares1,798 from 2,130
Change-332 (-16%)
Value$256.3K (-$77.5K)
Filed 2026-10-20
Marietta Wealth Management, LLC
INCREASED
Shares1,789 from 1,753
Change+36 (+2%)
Value$262.8K (-$12.0K)
Filed 2026-10-22
Fire Capital Management LLC
DECREASED
Shares1,785 from 1,819
Change-34 (-2%)
Value$254.5K (-$30.6K)
Filed 2026-10-27
AlphaStar Capital Management, LLC
NEW
Shares1,783
Change+1,783
Value$254.2K
Filed 2026-10-16
American National Bank & Trust
DECREASED
Shares1,776 from 1,786
Change-10 (-1%)
Value$253.2K (-$26.7K)
Filed 2026-10-07
Financial Perspectives, Inc
UNCHANGED
Shares1,774 from 1,774
Change0 (0%)
Value$252.9K (-$25.1K)
Filed 2026-11-03
Retirement Planning Group, LLC
INCREASED
Shares1,771 from 1,723
Change+48 (+3%)
Value$252.5K (-$17.5K)
Filed 2026-10-19
Plimoth Trust Co LLC
UNCHANGED
Shares1,762 from 1,762
Change0 (0%)
Value$251.2K (-$24.9K)
Filed 2026-10-26
Summit Investment Advisors, Inc.\KS
UNCHANGED
Shares1,750 from 1,750
Change0 (0%)
Value$249.5K (-$24.8K)
Filed 2026-11-05
Adelphi Trust Co
INCREASED
Shares1,749 from 1,633
Change+116 (+7%)
Value$249.4K (-$6.6K)
Filed 2026-10-05
Lexington Hill Partners, LLC
INCREASED
Shares1,745 from 1,670
Change+75 (+4%)
Value$248.8K (-$12.9K)
Filed 2026-10-13
Convergence Financial, LLC
DECREASED
Shares1,739 from 4,154
Change-2,415 (-58%)
Value$247.9K (-$403.1K)
Filed 2026-10-27
Cathy Pareto & Associates, Inc
NEW
Shares1,737
Change+1,737
Value$247.6K
Filed 2026-10-15
Journey Advisory Group, LLC
UNCHANGED
Shares1,737 from 1,737
Change0 (0%)
Value$247.6K (-$24.6K)
Filed 2026-11-04
Hurlow Wealth Management Group, Inc.
UNCHANGED
Shares1,735 from 1,735
Change0 (0%)
Value$247.4K (-$24.6K)
Filed 2026-10-29
North Star Investment Management Corp.
DECREASED
Shares1,723 from 1,730
Change-7 (0%)
Value$245.7K (-$25.5K)
Filed 2026-10-27
Anchor Capital Advisors LLC
UNCHANGED
Shares1,718 from 1,718
Change0 (0%)
Value$244.9K (-$24.3K)
Filed 2026-11-05
V-Square Quantitative Management LLC
INCREASED
Shares1,710 from 1,573
Change+137 (+9%)
Value$243.8K (-$2.7K)
Filed 2026-10-15
Prospect Financial Group LLC
DECREASED
Shares1,709 from 2,175
Change-466 (-21%)
Value$243.7K (-$97.2K)
Filed 2026-11-05
Meramec Financial Planners, LLC
INCREASED
Shares1,704 from 1,554
Change+150 (+10%)
Value$277.0K (+$34.4K)
Filed 2026-11-09
Cypress Wealth Services, LLC
DECREASED
Shares1,695 from 1,948
Change-253 (-13%)
Value$238.6K (-$66.7K)
Filed 2026-10-21
Ellsworth Advisors, LLC
UNCHANGED
Shares1,695 from 1,695
Change0 (0%)
Value$241.7K (-$14.0K)
Filed 2026-10-15
Legacy Capital Wealth Partners, LLC
INCREASED
Shares1,683 from 1,465
Change+218 (+15%)
Value$239.9K (+$10.4K)
Filed 2026-10-21
Rockland Trust Co
INCREASED
Shares1,682 from 1,677
Change+5 (+0%)
Value$239.8K (-$23.0K)
Filed 2026-10-05
Fairscale Capital, LLC
UNCHANGED
Shares1,681 from 1,681
Change0 (0%)
Value$270.3K (+$6.8K)
Filed 2026-11-04
Union Savings Bank
DECREASED
Shares1,677 from 1,691
Change-14 (-1%)
Value$239.1K (-$25.9K)
Filed 2026-10-14
Byrne Asset Management LLC
NEW
Shares1,675
Change+1,675
Value$236.3K
Filed 2026-10-06
Benchmark Financial Wealth Advisors, LLC
DECREASED
Shares1,666 from 1,667
Change-1 (0%)
Value$237.5K (-$23.7K)
Filed 2026-10-20
Confluence Wealth Services, Inc.
DECREASED
Shares1,665 from 1,925
Change-260 (-14%)
Value$237.4K (-$64.3K)
Filed 2026-11-05
ARQ Wealth Advisors, LLC
UNCHANGED
Shares1,656 from 1,656
Change0 (0%)
Value$236.1K (-$17.4K)
Filed 2026-10-29
Physician Wealth Advisors, Inc.
INCREASED
Shares1,647 from 1,603
Change+44 (+3%)
Value$234.8K (-$16.4K)
Filed 2026-10-20
Peoples Financial Services Corp.
DECREASED
Shares1,638 from 1,703
Change-65 (-4%)
Value$233.5K (-$33.4K)
Filed 2026-10-20
Root Financial Partners, LLC
NEW
Shares1,627
Change+1,627
Value$232.0K
Filed 2026-10-21
Old Mission Investment Co LLC
UNCHANGED
Shares1,620 from 1,620
Change0 (0%)
Value$230.9K (-$22.9K)
Filed 2026-10-22
Glenview Trust Co
DECREASED
Shares1,591 from 1,691
Change-100 (-6%)
Value$226.8K (-$38.2K)
Filed 2026-10-28
Alliance Wealth Advisors, LLC
DECREASED
Shares1,584 from 2,061
Change-477 (-23%)
Value$225.8K (-$97.2K)
Filed 2026-10-28
BCS Wealth Management
INCREASED
Shares1,563 from 1,533
Change+30 (+2%)
Value$222.8K (-$17.4K)
Filed 2026-11-03
Spire Wealth Management
DECREASED
Shares1,559 from 35,965
Change-34,406 (-96%)
Value$222.2K (-$5.4M)
Filed 2026-10-30
Focused Alpha, LLC
INCREASED
Shares1,556 from 1,484
Change+72 (+5%)
Value$221.8K (-$10.7K)
Filed 2026-10-20
JBGlobal.com LLC
UNCHANGED
Shares1,550 from 1,550
Change0 (0%)
Value$221.0K (-$21.9K)
Filed 2026-10-13
Capital Asset Advisory Services LLC
DECREASED
Shares1,544 from 1,689
Change-145 (-9%)
Value$241.3K (-$23.4K)
Filed 2026-10-30
Murphy, Middleton, Hinkle & Parker, Inc.
INCREASED
Shares1,543 from 1,540
Change+3 (+0%)
Value$220.0K (-$21.4K)
Filed 2026-10-15
RVW Wealth, LLC
UNCHANGED
Shares1,542 from 1,542
Change0 (0%)
Value$219.8K (-$21.8K)
Filed 2026-10-06
First National Trust Co
INCREASED
Shares1,537 from 1,393
Change+144 (+10%)
Value$219.1K (+$820)
Filed 2026-10-28
Midwest Professional Planners, Ltd.
NEW
Shares1,531
Change+1,531
Value$218.3K
Filed 2026-10-29
Tritonpoint Wealth, LLC
DECREASED
Shares1,531 from 1,618
Change-87 (-5%)
Value$218.3K (-$35.3K)
Filed 2026-10-19
Armor Investment Advisors, LLC
UNCHANGED
Shares1,531 from 1,531
Change0 (0%)
Value$218.3K (-$21.7K)
Filed 2026-10-27
Portfolio Design Labs, LLC
UNCHANGED
Shares1,531 from 1,531
Change0 (0%)
Value$218.3K (-$21.7K)
Filed 2026-11-04
Stiles Financial Services Inc
DECREASED
Shares1,530 from 1,729
Change-199 (-12%)
Value$218.1K (-$52.8K)
Filed 2026-10-30
Kelly Financial Services LLC
UNCHANGED
Shares1,529 from 1,529
Change0 (0%)
Value$217.9K (-$21.6K)
Filed 2026-10-20
Nisa Investment Advisors, LLC
INCREASED
Shares1,519 from 1,394
Change+125 (+9%)
Value$216.6K (-$1.9K)
Filed 2026-10-20
WealthSpring Partners, LLC
INCREASED
Shares1,516 from 1,505
Change+11 (+1%)
Value$216.2K (-$19.7K)
Filed 2026-10-14
Post Resch Tallon Group Inc.
DECREASED
Shares1,501 from 1,681
Change-180 (-11%)
Value$214.0K (-$49.4K)
Filed 2026-10-09
CPC Advisors, LLC
DECREASED
Shares1,501 from 1,516
Change-15 (-1%)
Value$214.0K (-$23.6K)
Filed 2026-10-21
LVW Advisors, LLC
DECREASED
Shares1,498 from 1,618
Change-120 (-7%)
Value$213.6K (-$40.0K)
Filed 2026-10-19
Essex LLC
DECREASED
Shares1,490 from 1,500
Change-10 (-1%)
Value$212.4K (-$22.7K)
Filed 2026-10-14
Saratoga Research & Investment Management
UNCHANGED
Shares1,490 from 1,490
Change0 (0%)
Value$212.4K (-$21.1K)
Filed 2026-10-16
MFA Wealth Services
UNCHANGED
Shares1,484 from 1,484
Change0 (0%)
Value$211.6K (-$21.0K)
Filed 2026-10-14
Rebalance, LLC
DECREASED
Shares1,479 from 1,500
Change-21 (-1%)
Value$210.9K (-$24.2K)
Filed 2026-10-22
Boltwood Capital Management
NEW
Shares1,473
Change+1,473
Value$209.9K
Filed 2026-10-02
Balefire, LLC
DECREASED
Shares1,473 from 1,509
Change-36 (-2%)
Value$210.0K (-$26.5K)
Filed 2026-10-09
Childress Capital Advisors, LLC
DECREASED
Shares1,466 from 1,547
Change-81 (-5%)
Value$209.0K (-$33.4K)
Filed 2026-10-28
Clarus Group, Inc.
UNCHANGED
Shares1,461 from 1,461
Change0 (0%)
Value$208.3K (-$20.7K)
Filed 2026-10-21
O'Keefe Stevens Advisory, Inc.
INCREASED
Shares1,460 from 1,373
Change+87 (+6%)
Value$208.2K (-$7.0K)
Filed 2026-10-09
PFW Advisors LLC
DECREASED
Shares1,457 from 1,465
Change-8 (-1%)
Value$207.7K (-$21.9K)
Filed 2026-10-07
Symphony Financial, Ltd. Co.
INCREASED
Shares1,455 from 1,325
Change+130 (+10%)
Value$209.3K (+$752)
Filed 2026-10-22
Professional Advisory Services Inc
UNCHANGED
Shares1,450 from 1,450
Change0 (0%)
Value$207 (-$20)
Filed 2026-10-08
Courier Capital LLC
DECREASED
Shares1,448 from 1,648
Change-200 (-12%)
Value$206.4K (-$51.8K)
Filed 2026-10-19
Hennion & Walsh Asset Management, Inc.
DECREASED
Shares1,442 from 1,549
Change-107 (-7%)
Value$205.6K (-$37.2K)
Filed 2026-10-13
First Heartland Consultants, Inc.
NEW
Shares1,441
Change+1,441
Value$205.4K
Filed 2026-10-08
Mattern Wealth Management LLC
DECREASED
Shares1,415 from 1,633
Change-218 (-13%)
Value$201.7K (-$54.2K)
Filed 2026-11-04
Owl Creek Wealth Partners LLC
INCREASED
Shares1,410 from 1,335
Change+75 (+6%)
Value$201.0K (-$8.2K)
Filed 2026-10-20
Lyell Wealth Management, LP
UNCHANGED
Shares1,405 from 1,405
Change0 (0%)
Value$200.3K (-$19.9K)
Filed 2026-10-30
TrustBank
UNCHANGED
Shares1,362 from 1,362
Change0 (0%)
Value$194.2K (-$19.3K)
Filed 2026-10-20
GHP Investment Advisors, Inc.
UNCHANGED
Shares1,343 from 1,343
Change0 (0%)
Value$191.5K (-$19.0K)
Filed 2026-10-15
PlanVest Financial, Inc
UNCHANGED
Shares1,326 from 1,326
Change0 (0%)
Value$189.0K (-$18.8K)
Filed 2026-11-09
Cdkv Holdings LLC
UNCHANGED
Shares1,291 from 1,291
Change0 (0%)
Value$184.1K (-$18.3K)
Filed 2026-10-28
Southern Michigan Bank & Trust
DECREASED
Shares1,258 from 1,267
Change-9 (-1%)
Value$179.4K (-$19.2K)
Filed 2026-10-19
Harbor Investment Advisory, LLC
DECREASED
Shares1,246 from 1,646
Change-400 (-24%)
Value$177.6K (-$80.3K)
Filed 2026-10-13
Concord Wealth Partners
DECREASED
Shares1,244 from 1,264
Change-20 (-2%)
Value$177.4K (-$20.7K)
Filed 2026-11-02
Salomon & Ludwin, LLC
INCREASED
Shares1,208 from 1,040
Change+168 (+16%)
Value$172.2K (+$11.9K)
Filed 2026-10-29
SBI Securities Co., Ltd.
INCREASED
Shares1,142 from 1,101
Change+41 (+4%)
Value$162.8K (-$9.7K)
Filed 2026-10-22
Ascentis Independent Advisors
INCREASED
Shares1,141 from 330
Change+811 (+246%)
Value$162.7K (+$111.0K)
Filed 2026-11-03
Brown, Lisle Ings, Inc.
DECREASED
Shares1,137 from 1,674
Change-537 (-32%)
Value$162.1K (-$100.2K)
Filed 2026-10-16
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares1,094 from 1,094
Change0 (0%)
Value$156.0K (-$15.5K)
Filed 2026-10-30
Mitsubishi UFJ Asset Management Co., Ltd.
DECREASED
Shares1,079 from 1,088
Change-9 (-1%)
Value$153.8K (-$16.7K)
Filed 2026-11-05
Piscataqua Savings Bank
UNCHANGED
Shares1,079 from 1,079
Change0 (0%)
Value$153.8K (-$15.3K)
Filed 2026-10-21
GK Wealth Management LLC
NEW
Shares1,021
Change+1,021
Value$145.6K
Filed 2026-10-09
WPG Advisers, LLC
DECREASED
Shares1,009 from 1,053
Change-44 (-4%)
Value$143.9K (-$21.2K)
Filed 2026-10-27
City State Bank
INCREASED
Shares974 from 856
Change+118 (+14%)
Value$138.9K (+$4.7K)
Filed 2026-10-20
Citizens National Bank Trust Department
UNCHANGED
Shares925 from 925
Change0 (0%)
Value$131.9K (-$13.1K)
Filed 2026-11-04
Clean Yield Group
NEW
Shares900
Change+900
Value$128.3K
Filed 2026-10-28
Tompkins Financial Corp
UNCHANGED
Shares884 from 884
Change0 (0%)
Value$126.0K (-$12.5K)
Filed 2026-10-05
Evermay Wealth Management LLC
UNCHANGED
Shares884 from 884
Change0 (0%)
Value$126.0K (-$12.5K)
Filed 2026-11-05
Laurel Wealth Advisors LLC
NEW
Shares874
Change+874
Value$124.6K
Filed 2026-10-27
Triumph Capital Management
INCREASED
Shares826 from 752
Change+74 (+10%)
Value$117.8K (-$90)
Filed 2026-10-14
CGC Financial Services, LLC
UNCHANGED
Shares816 from 816
Change0 (0%)
Value$116.3K (-$11.5K)
Filed 2026-10-13
Elyxium Wealth, LLC
NEW
Shares805
Change+805
Value$114.8K
Filed 2026-10-27
Next Level Wealth Planning, LLC
NEW
Shares800
Change+800
Value$114.1K
Filed 2026-10-29
CX Institutional
DECREASED
Shares778 from 844
Change-66 (-8%)
Value$111 (-$21)
Filed 2026-10-02
Bfsg, LLC
INCREASED
Shares763 from 739
Change+24 (+3%)
Value$108.8K (-$7.0K)
Filed 2026-10-30
Lodestone Wealth Management LLC
INCREASED
Shares752 from 641
Change+111 (+17%)
Value$107.2K (+$6.8K)
Filed 2026-10-14
High Note Wealth, LLC
UNCHANGED
Shares721 from 721
Change0 (0%)
Value$102.8K (-$10.2K)
Filed 2026-10-27
Golden State Wealth Management, LLC
DECREASED
Shares719 from 733
Change-14 (-2%)
Value$102.5K (-$12.4K)
Filed 2026-11-02
State of Wyoming
DECREASED
Shares712 from 792
Change-80 (-10%)
Value$101.5K (-$22.6K)
Filed 2026-10-28
Westside Investment Management, Inc.
INCREASED
Shares703 from 484
Change+219 (+45%)
Value$99.5K (+$23.6K)
Filed 2026-11-02
10Elms LLP
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$99.8K (-$9.9K)
Filed 2026-11-06
MeadowBrook Investment Advisors LLC
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$110.0K (+$319)
Filed 2026-10-29
Pension & Wealth Management Advisors, Inc.
NEW
Shares691
Change+691
Value$98.5K
Filed 2026-10-16
Foresight Capital Management Advisors, Inc.
NEW
Shares685
Change+685
Value$97.7K
Filed 2026-10-27
Bullock Wealth Management Group
UNCHANGED
Shares673 from 673
Change0 (0%)
Value$94.9K (-$8.8K)
Filed 2026-10-09
Rothwell Investment Advisors, LLC
NEW
Shares664
Change+664
Value$94.7K
Filed 2026-11-06
MTM Investment Management, LLC
UNCHANGED
Shares662 from 662
Change0 (0%)
Value$94.4K (-$9.4K)
Filed 2026-10-30
Smithfield Trust Co
DECREASED
Shares656 from 892
Change-236 (-26%)
Value$93 (-$138.9K)
Filed 2026-11-09
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares650 from 650
Change0 (0%)
Value$92.7K (-$9.2K)
Filed 2026-11-02
Adkins Seale Capital Management LLC
UNCHANGED
Shares641 from 641
Change0 (0%)
Value$91.4K (-$9.1K)
Filed 2026-10-27
Financial Consulate, Inc
INCREASED
Shares637 from 515
Change+122 (+24%)
Value$90.8K (+$10.1K)
Filed 2026-10-23
Washington Trust Advisors, Inc.
DECREASED
Shares636 from 736
Change-100 (-14%)
Value$90.7K (-$24.7K)
Filed 2026-10-22
Pathway Financial Advisers, LLC
NEW
Shares610
Change+610
Value$87.0K
Filed 2026-10-27
Addison Advisors LLC
INCREASED
Shares600 from 597
Change+3 (+1%)
Value$85.5K (-$8.0K)
Filed 2026-11-06
Union Bancaire Privee, UBP SA
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$66.2K (-$5.2K)
Filed 2026-11-04
First Financial Corp
UNCHANGED
Shares599 from 599
Change0 (0%)
Value$85.4K (-$8.5K)
Filed 2026-10-13
True Wealth Design, LLC
INCREASED
Shares591 from 485
Change+106 (+22%)
Value$84.3K (+$8.2K)
Filed 2026-10-13
Kelleher Financial Advisors
DECREASED
Shares583 from 767
Change-184 (-24%)
Value$83.1K (-$37.1K)
Filed 2026-10-30
Cape Investment Advisory, Inc.
DECREASED
Shares578 from 747
Change-169 (-23%)
Value$82.4K (-$34.7K)
Filed 2026-10-13
TFC Financial Management, Inc.
UNCHANGED
Shares576 from 576
Change0 (0%)
Value$82.1K (-$8.2K)
Filed 2026-10-26
Financial Management Professionals, Inc.
DECREASED
Shares561 from 562
Change-1 (0%)
Value$80.0K (-$8.1K)
Filed 2026-10-23
Proathlete Wealth Management LLC
INCREASED
Shares558 from 162
Change+396 (+244%)
Value$79.6K (+$54.2K)
Filed 2026-10-15
Trust Co
DECREASED
Shares554 from 558
Change-4 (-1%)
Value$79.0K (-$8.5K)
Filed 2026-10-09
Duncker Streett & Co Inc
UNCHANGED
Shares552 from 552
Change0 (0%)
Value$78.7K (-$7.8K)
Filed 2026-10-27
Clearstead Trust, LLC
DECREASED
Shares549 from 550
Change-1 (0%)
Value$78.3K (-$7.9K)
Filed 2026-11-06
Costello Asset Management, Inc
UNCHANGED
Shares538 from 538
Change0 (0%)
Value$76.7K (-$7.6K)
Filed 2026-10-30
Richardson Capital Management LLC
UNCHANGED
Shares535 from 535
Change0 (0%)
Value$76.3K (-$7.6K)
Filed 2026-10-23
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED
Shares518 from 518
Change0 (0%)
Value$73.8K (-$7.3K)
Filed 2026-10-28
Hickory Point Bank & Trust
UNCHANGED
Shares516 from 516
Change0 (0%)
Value$73.6K (-$7.3K)
Filed 2026-10-01
Centennial Bank
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$71.3K (-$7.1K)
Filed 2026-11-09
First Premier Bank
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$71 (-$7)
Filed 2026-10-13
West Financial Advisors, LLC
NEW
Shares491
Change+491
Value$70.0K
Filed 2026-10-22
Beacon Financial Strategies Corp
UNCHANGED
Shares489 from 489
Change0 (0%)
Value$69.7K (-$6.9K)
Filed 2026-10-14
DeDora Capital, Inc.
NEW
Shares484
Change+484
Value$69.0K
Filed 2026-10-26
Silver Grove Financial Group, Inc.
INCREASED
Shares477 from 474
Change+3 (+1%)
Value$68.1K (-$6.3K)
Filed 2026-11-05
Ares Financial Consulting, LLC
UNCHANGED
Shares457 from 457
Change0 (0%)
Value$65.2K (-$6.5K)
Filed 2026-10-19
Valley Wealth Managers, Inc.
UNCHANGED
Shares453 from 453
Change0 (0%)
Value$64.6K (-$6.4K)
Filed 2026-10-09
Financial Network Wealth Advisors LLC
INCREASED
Shares452 from 334
Change+118 (+35%)
Value$64.4K (+$12.1K)
Filed 2026-10-28
Community Financial Services Group, LLC
DECREASED
Shares451 from 663
Change-212 (-32%)
Value$63.6K (-$38.6K)
Filed 2026-10-15
United Financial Planning Group LLC
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$64.2K (-$6.4K)
Filed 2026-11-04
First Bancorp, Inc
INCREASED
Shares444 from 362
Change+82 (+23%)
Value$63.3K (+$6.6K)
Filed 2026-10-26
Harbor Asset Planning, Inc.
UNCHANGED
Shares441 from 441
Change0 (0%)
Value$62.9K (-$6.2K)
Filed 2026-10-23
Creative Financial Designs Inc
DECREASED
Shares436 from 446
Change-10 (-2%)
Value$62.2K (-$7.7K)
Filed 2026-11-04
Entrust Financial LLC
DECREASED
Shares401 from 418
Change-17 (-4%)
Value$57.2K (-$8.3K)
Filed 2026-11-04
Balance Wealth Partners LLC
NEW
Shares375
Change+375
Value$53.5K
Filed 2026-10-27
Signature Equity Partners, LLC
INCREASED
Shares358 from 240
Change+118 (+49%)
Value$51.0K (+$13.4K)
Filed 2026-10-29
Quaker Wealth Management, LLC
UNCHANGED
Shares352 from 352
Change0 (0%)
Value$50.2K (-$5.0K)
Filed 2026-10-22
Markowski Investments
UNCHANGED
Shares339 from 339
Change0 (0%)
Value$48.4K (-$4.8K)
Filed 2026-10-30
Dynamic Wealth Strategies, LLC
UNCHANGED
Shares338 from 338
Change0 (0%)
Value$48.2K (-$4.8K)
Filed 2026-10-16
Country Trust Bank
DECREASED
Shares333 from 339
Change-6 (-2%)
Value$47.5K (-$5.7K)
Filed 2026-10-30
Towne Trust Company, N.a
INCREASED
Shares321 from 166
Change+155 (+93%)
Value$45.8K (+$19.7K)
Filed 2026-10-28
Cassaday & Co Wealth Management LLC
DECREASED
Shares320 from 322
Change-2 (-1%)
Value$45.6K (-$4.8K)
Filed 2026-10-27
Essential Partners LLC
UNCHANGED
Shares320 from 320
Change0 (0%)
Value$45.6K (-$4.5K)
Filed 2026-10-14
Richardson Financial Services Inc.
NEW
Shares314
Change+314
Value$44.8K
Filed 2026-10-30
Zions Bancorporation, National Association
DECREASED
Shares314 from 318
Change-4 (-1%)
Value$44.8K (-$5.1K)
Filed 2026-11-06
Highline Wealth Partners LLC
INCREASED
Shares303 from 253
Change+50 (+20%)
Value$43.2K (+$3.5K)
Filed 2026-10-19
Legacy Bridge, LLC
UNCHANGED
Shares292 from 292
Change0 (0%)
Value$41.6K (-$4.1K)
Filed 2026-10-28
Albion Financial Group
UNCHANGED
Shares281 from 281
Change0 (0%)
Value$40.1K (-$4.0K)
Filed 2026-10-21
Maseco LLP
UNCHANGED
Shares275 from 275
Change0 (0%)
Value$39.2K (-$3.8K)
Filed 2026-10-27
KFG LLC
NEW
Shares265
Change+265
Value$37.8K
Filed 2026-11-02
N.E.W. Advisory Services LLC
INCREASED
Shares261 from 235
Change+26 (+11%)
Value$37.2K (+$382)
Filed 2026-11-09
Retirement Wealth Solutions LLC
DECREASED
Shares255 from 256
Change-1 (0%)
Value$36.4K (-$3.8K)
Filed 2026-10-07
Bank of New Hampshire
UNCHANGED
Shares255 from 255
Change0 (0%)
Value$36.4K (-$3.6K)
Filed 2026-10-06
Caitong International Asset Management Co., Ltd
DECREASED
Shares253 from 1,799
Change-1,546 (-86%)
Value$36.1K (-$245.9K)
Filed 2026-10-29
Strengthening Families & Communities, LLC
INCREASED
Shares237 from 100
Change+137 (+137%)
Value$33.8K (+$18.1K)
Filed 2026-10-21
NBH Bank
UNCHANGED
Shares231 from 231
Change0 (0%)
Value$32.9K (-$3.3K)
Filed 2026-11-05
Bayban
UNCHANGED
Shares229 from 229
Change0 (0%)
Value$35.9K ($0)
Filed 2026-11-05
Bell Investment Advisors, Inc
DECREASED
Shares225 from 259
Change-34 (-13%)
Value$32.1K (-$8.5K)
Filed 2026-10-29
Pflug Koory, LLC
UNCHANGED
Shares225 from 225
Change0 (0%)
Value$32.1K (-$3.2K)
Filed 2026-10-26
City Holding Co
INCREASED
Shares221 from 190
Change+31 (+16%)
Value$31.5K (+$1.7K)
Filed 2026-10-19
Nexus Investment Management ULC
UNCHANGED
Shares220 from 220
Change0 (0%)
Value$31.4K (-$3.1K)
Filed 2026-10-27
Gen-Wealth Partners Inc
NEW
Shares210
Change+210
Value$30.0K
Filed 2026-11-04
Center for Financial Planning, Inc.
UNCHANGED
Shares210 from 210
Change0 (0%)
Value$29.9K (-$3.0K)
Filed 2026-10-26
CrossGen Wealth, LLC
UNCHANGED
Shares210 from 210
Change0 (0%)
Value$30.0K (-$3.0K)
Filed 2026-10-30
Smallwood Wealth Investment Management, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$28.5K (-$2.8K)
Filed 2026-10-30
Boyd Watterson Asset Management LLC
UNCHANGED
Shares193 from 193
Change0 (0%)
Value$27.5K (-$2.7K)
Filed 2026-11-06
Coston, McIsaac & Partners
UNCHANGED
Shares186 from 186
Change0 (0%)
Value$26.5K (-$2.5K)
Filed 2026-11-06
Quintet Private Bank (Europe) S.A.
UNCHANGED
Shares181 from 181
Change0 (0%)
Value$25.8K (-$2.6K)
Filed 2026-10-08
Asset Dedication, LLC
DECREASED
Shares175 from 177
Change-2 (-1%)
Value$25.0K (-$2.8K)
Filed 2026-11-03
First United Bank & Trust
UNCHANGED
Shares175 from 175
Change0 (0%)
Value$25.0K (-$2.5K)
Filed 2026-10-22
Archer Investment Corp
UNCHANGED
Shares166 from 166
Change0 (0%)
Value$23.7K (-$2.3K)
Filed 2026-11-05
United Community Bank
DECREASED
Shares165 from 200
Change-35 (-17%)
Value$23.5K (-$7.8K)
Filed 2026-10-28
Adirondack Trust Co
DECREASED
Shares165 from 173
Change-8 (-5%)
Value$23.5K (-$3.6K)
Filed 2026-10-14
Elevation Wealth Partners, LLC
INCREASED
Shares160 from 120
Change+40 (+33%)
Value$22.8K (+$4.0K)
Filed 2026-10-07
Highland Investment Advisors LLC
DECREASED
Shares155 from 161
Change-6 (-4%)
Value$22.1K (-$3.1K)
Filed 2026-11-09
Redwood Park Advisors LLC
NEW
Shares144
Change+144
Value$20.5K
Filed 2026-11-02
Canton Hathaway, LLC
UNCHANGED
Shares142 from 142
Change0 (0%)
Value$20.2K (-$2.0K)
Filed 2026-10-23
Acumen Wealth Advisors, LLC
INCREASED
Shares140 from 63
Change+77 (+122%)
Value$20.0K (+$10.1K)
Filed 2026-11-05
Mascoma Wealth Management LLC
INCREASED
Shares133 from 67
Change+66 (+99%)
Value$19.0K (+$8.5K)
Filed 2026-10-23
MV Capital Management, Inc.
DECREASED
Shares129 from 149
Change-20 (-13%)
Value$18.4K (-$5.0K)
Filed 2026-10-29
High Point Wealth Management, LLC
UNCHANGED
Shares123 from 123
Change0 (0%)
Value$17.5K (-$1.7K)
Filed 2026-11-05
Pacific Center for Financial Services
UNCHANGED
Shares123 from 123
Change0 (0%)
Value$17.5K (-$1.7K)
Filed 2026-10-15
Princeton Global Asset Management LLC
UNCHANGED
Shares123 from 123
Change0 (0%)
Value$17.5K (-$1.7K)
Filed 2026-10-21
Mosley Wealth Management
UNCHANGED
Shares119 from 119
Change0 (0%)
Value$17.9K (-$755)
Filed 2026-10-16
Armstrong Advisory Group, Inc
UNCHANGED
Shares116 from 116
Change0 (0%)
Value$16.5K (-$1.6K)
Filed 2026-10-09
Darwin Wealth Management, LLC
UNCHANGED
Shares114 from 114
Change0 (0%)
Value$16.4K (-$1.6K)
Filed 2026-11-09
Asset Planning,Inc
UNCHANGED
Shares107 from 107
Change0 (0%)
Value$15.2K (-$1.5K)
Filed 2026-10-26
Cedar Mountain Advisors, LLC
UNCHANGED
Shares105 from 105
Change0 (0%)
Value$15.0K (-$1.5K)
Filed 2026-10-15
MJT & Associates Financial Advisory Group, Inc.
DECREASED
Shares103 from 148
Change-45 (-30%)
Value$14.7K (-$8.5K)
Filed 2026-10-07
Hager Investment Management Services, LLC
UNCHANGED
Shares102 from 102
Change0 (0%)
Value$14.5K (-$1.4K)
Filed 2026-11-04
Abound Wealth Management
DECREASED
Shares101 from 102
Change-1 (-1%)
Value$14.4K (-$1.6K)
Filed 2026-10-26
Madden Securities Corp
NEW
Shares100
Change+100
Value$14.3K
Filed 2026-10-27
Vermillion Wealth Management, Inc.
DECREASED
Shares100 from 365
Change-265 (-73%)
Value$14.3K (-$42.9K)
Filed 2026-10-26
West Paces Advisors Inc.
DECREASED
Shares100 from 120
Change-20 (-17%)
Value$14.3K (-$4.5K)
Filed 2026-10-13
Midwest Capital Advisors, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$14.3K (-$1.4K)
Filed 2026-11-04
Horrell Capital Management, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$14.3K (-$1.4K)
Filed 2026-10-08
West Branch Capital LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$14.3K (-$1.4K)
Filed 2026-10-20
Livelsberger Financial Advisory
NEW
Shares99
Change+99
Value$14.2K
Filed 2026-10-28
First Community Trust NA
UNCHANGED
Shares98 from 98
Change0 (0%)
Value$14.0K (-$1.4K)
Filed 2026-10-07
Tounjian Advisory Partners, LLC
INCREASED
Shares93 from 87
Change+6 (+7%)
Value$13.3K (-$375)
Filed 2026-11-04
New England Capital Financial Advisors LLC
UNCHANGED
Shares91 from 91
Change0 (0%)
Value$13.0K (-$1.3K)
Filed 2026-11-03
Aventus Investment Advisors, Inc.
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$12.8K (-$1.3K)
Filed 2026-10-09
Prudent Man Investment Management, Inc.
UNCHANGED
Shares84 from 84
Change0 (0%)
Value$12.0K (+$394)
Filed 2026-11-03
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares83 from 83
Change0 (0%)
Value$11.8K (-$1.2K)
Filed 2026-10-26
American Capital Advisory, LLC
INCREASED
Shares80 from 75
Change+5 (+7%)
Value$11.4K (-$348)
Filed 2026-10-28
Nemes Rush Group LLC
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$11.4K (-$1.1K)
Filed 2026-11-04
Hoey Investments, Inc
UNCHANGED
Shares76 from 76
Change0 (0%)
Value$10.8K (-$1.1K)
Filed 2026-10-29
Ninety One UK Ltd
UNCHANGED
Shares76 from 76
Change0 (0%)
Value$10.8K (-$1.1K)
Filed 2026-10-15
Advantage Trust Co
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$10.7K (-$1.1K)
Filed 2026-10-19
Planning Strategies Inc.
NEW
Shares73
Change+73
Value$10.4K
Filed 2026-10-02
Rakuten Securities, Inc.
INCREASED
Shares70 from 65
Change+5 (+8%)
Value$10.0K (-$207)
Filed 2026-11-02
Carolina Wealth Advisors, LLC
NEW
Shares66
Change+66
Value$9.4K
Filed 2026-10-23
Burk Holdings LLC
UNCHANGED
Shares64 from 64
Change0 (0%)
Value$9.1K (-$906)
Filed 2026-11-05
Nova Financial LLC
NEW
Shares62
Change+62
Value$8.8K
Filed 2026-11-04
Gleason Group, Inc.
UNCHANGED
Shares62 from 62
Change0 (0%)
Value$8.8K (-$878)
Filed 2026-10-15
Buck Wealth Strategies, LLC
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$8.6K (-$851)
Filed 2026-10-28
Creative Capital Management Investments LLC
UNCHANGED
Shares59 from 59
Change0 (0%)
Value$8.4K (-$834)
Filed 2026-10-28
Team Financial Group, LLC
NEW
Shares58
Change+58
Value$8.3K
Filed 2026-10-30
William Mack & Associates, Inc.
NEW
Shares56
Change+56
Value$8.0K
Filed 2026-10-27
Strive Financial Group,LLC
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$7.8K (-$779)
Filed 2026-11-09
Fortitude Family Office, LLC
UNCHANGED
Shares53 from 53
Change0 (0%)
Value$7.6K (-$750)
Filed 2026-10-14
Gilpin Wealth Management, LLC
NEW
Shares51
Change+51
Value$7.3K
Filed 2026-10-09
Indiana Trust & Investment Management Co
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$7.1K (-$707)
Filed 2026-10-22
Blume Capital Management, Inc.
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$7.1K (-$707)
Filed 2026-10-26
Nfsg Corp
INCREASED
Shares47 from 27
Change+20 (+74%)
Value$6.7K (+$2.5K)
Filed 2026-10-15
Alerus Financial NA
DECREASED
Shares45 from 281
Change-236 (-84%)
Value$6.4K (-$37.6K)
Filed 2026-11-09
Signature Resources Capital Management, LLC
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$6.4K (-$636)
Filed 2026-10-16
Mainstream Capital Management LLC
NEW
Shares44
Change+44
Value$6.3K
Filed 2026-10-23
Quent Capital, LLC
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$7.2K (+$256)
Filed 2026-11-09
Mcdonald Partners LLC
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$5.7K (-$566)
Filed 2026-11-03
Maryland Capital Advisors Inc.
UNCHANGED
Shares39 from 39
Change0 (0%)
Value$5.6K (-$552)
Filed 2026-10-15
Hughes Financial Services, LLC
UNCHANGED
Shares39 from 39
Change0 (0%)
Value$6.3K (+$171)
Filed 2026-10-30
Main Street Group, LTD
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$5.1K (-$509)
Filed 2026-10-28
Tsfg, LLC
DECREASED
Shares35 from 233
Change-198 (-85%)
Value$5 (-$32)
Filed 2026-10-23
Cheviot Value Management, LLC
NEW
Shares31
Change+31
Value$4.4K
Filed 2026-11-09
Paladin Partners, LLC
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$4.4K (-$438)
Filed 2026-10-06
Thompson Investment Management, Inc.
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$4.4K (-$438)
Filed 2026-10-14
Fairway Wealth LLC
NEW
Shares27
Change+27
Value$3.8K
Filed 2026-10-30
Horizon Financial Services, LLC
DECREASED
Shares26 from 49
Change-23 (-47%)
Value$3.7K (-$4.0K)
Filed 2026-11-04
Evolution Wealth Management Inc.
DECREASED
Shares25 from 163
Change-138 (-85%)
Value$3.6K (-$22.0K)
Filed 2026-10-28
Monetary Solutions, Ltd
INCREASED
Shares25 from 16
Change+9 (+56%)
Value$3.6K (+$1.1K)
Filed 2026-10-22
Virtus Advisers, LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$3.6K (-$354)
Filed 2026-11-09
DecisionPoint Financial, LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$3.5K (-$327)
Filed 2026-10-27
Dogwood Wealth Management LLC
DECREASED
Shares23 from 72
Change-49 (-68%)
Value$3.3K (-$8.0K)
Filed 2026-11-09
Navigoe, LLC
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$3 ($0)
Filed 2026-11-04
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$3 ($0)
Filed 2026-10-14
John Boyer, Inc.
NEW
Shares21
Change+21
Value$3.0K
Filed 2026-10-27
Kozak & Associates, Inc.
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$3.3K (+$41)
Filed 2026-10-29
Nvwm, LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$2.9K (-$283)
Filed 2026-10-14
Hartford Financial Management Inc.
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$2.7K (-$269)
Filed 2026-10-21
Toth Financial Advisory Corp
NEW
Shares17
Change+17
Value$2.4K
Filed 2026-10-08
Virginia Estate & Retirement Planning Advisors Inc.
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$2.4K (-$240)
Filed 2026-10-14
Park Square Financial Group, LLC
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$2.4K (-$240)
Filed 2026-11-09
UMB Private Wealth Management, LLC
NEW
Shares16
Change+16
Value$2.3K
Filed 2026-10-19
Lummis Asset Management, LP
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$2.3K (-$227)
Filed 2026-11-09
Security National Bank
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$2.1K (-$212)
Filed 2026-10-26
Advocate Investing Services LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$2.1K (-$212)
Filed 2026-10-26
Granite FO LLC
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$2.0K (-$198)
Filed 2026-10-14
Plante Moran Financial Advisors, LLC
DECREASED
Shares12 from 94
Change-82 (-87%)
Value$1.7K (-$13.0K)
Filed 2026-11-04
Key Capital Management, Inc
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$1.7K (-$170)
Filed 2026-11-03
Downshift Financial, LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$1.7K (-$170)
Filed 2026-10-13
Winch Advisory Services, LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$1.7K (-$164)
Filed 2026-11-06
Breakwater Investment Management
DECREASED
Shares11 from 14
Change-3 (-21%)
Value$1.6K (-$626)
Filed 2026-10-20
Private Wealth Management Group, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$1.4K (-$142)
Filed 2026-10-19
Gold Investment Management Ltd.
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$1.4K (-$141)
Filed 2026-10-19
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares6 from 180
Change-174 (-97%)
Value$855 (-$27.4K)
Filed 2026-10-14
Financial Freedom, LLC
NEW
Shares3
Change+3
Value$477
Filed 2026-11-06
Kingdom Financial Group Llc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$200 (-$20)
Filed 2026-11-04
Cookson Peirce & Co Inc
CLOSED
Shares0 from 283,840
Change-283,840 (-100%)
Value$0 (-$44.5M)
Filed 2026-10-30
Lockheed Martin Investment Management Co
CLOSED
Shares0 from 48,400
Change-48,400 (-100%)
Value$0 (-$7.6M)
Filed 2026-11-04
Pegasus Asset Management, Inc.
CLOSED
Shares0 from 28,387
Change-28,387 (-100%)
Value$0 (-$4.4M)
Filed 2026-11-03
Dymon Asia Capital (Singapore) Pte. Ltd.
CLOSED
Shares0 from 16,800
Change-16,800 (-100%)
Value$0 (-$2.6M)
Filed 2026-11-04
TrueMark Investments, LLC
CLOSED
Shares0 from 12,800
Change-12,800 (-100%)
Value$0 (-$2.0M)
Filed 2026-11-05
Wealth Group, Ltd.
CLOSED
Shares0 from 12,234
Change-12,234 (-100%)
Value$0 (-$1.9M)
Filed 2026-10-30
Physicians Financial Services, Inc.
CLOSED
Shares0 from 12,234
Change-12,234 (-100%)
Value$0 (-$1.9M)
Filed 2026-11-04
Imc-Chicago, LLC
CLOSED
Shares0 from 9,740
Change-9,740 (-100%)
Value$0 (-$1.5M)
Filed 2026-11-05
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 6,978
Change-6,978 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-16
Gateway Investment Advisers LLC
CLOSED
Shares0 from 6,564
Change-6,564 (-100%)
Value$0 (-$1.0M)
Filed 2026-10-13
One Wealth Capital Management, LLC
CLOSED
Shares0 from 5,238
Change-5,238 (-100%)
Value$0 (-$820.9K)
Filed 2026-10-23
Shah Wealth Advisors, LLC
CLOSED
Shares0 from 4,346
Change-4,346 (-100%)
Value$0 (-$681.1K)
Filed 2026-11-06
Jackson Square Capital, LLC
CLOSED
Shares0 from 3,643
Change-3,643 (-100%)
Value$0 (-$570.9K)
Filed 2026-10-19
Viewpoint Investment Partners Corp
CLOSED
Shares0 from 3,400
Change-3,400 (-100%)
Value$0 (-$532.8K)
Filed 2026-10-26
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 3,012
Change-3,012 (-100%)
Value$0 (-$472.0K)
Filed 2026-10-27
StoneX Group Inc.
CLOSED
Shares0 from 2,818
Change-2,818 (-100%)
Value$0 (-$429.8K)
Filed 2026-11-03
Stegent Equity Advisors, Inc.
CLOSED
Shares0 from 2,599
Change-2,599 (-100%)
Value$0 (-$407.3K)
Filed 2026-10-13
Drive Wealth Management, LLC
CLOSED
Shares0 from 2,459
Change-2,459 (-100%)
Value$0 (-$385.5K)
Filed 2026-11-09
Sheets Smith Wealth Management
CLOSED
Shares0 from 2,450
Change-2,450 (-100%)
Value$0 (-$384.0K)
Filed 2026-10-16
Vicus Capital
CLOSED
Shares0 from 2,251
Change-2,251 (-100%)
Value$0 (-$352.8K)
Filed 2026-11-05
Nixon Peabody Trust Co
CLOSED
Shares0 from 2,136
Change-2,136 (-100%)
Value$0 (-$334.8K)
Filed 2026-10-23
Parnassus Investments, LLC
CLOSED
Shares0 from 2,016
Change-2,016 (-100%)
Value$0 (-$315.9K)
Filed 2026-10-22
Palladiem, LLC
CLOSED
Shares0 from 1,996
Change-1,996 (-100%)
Value$0 (-$312.8K)
Filed 2026-11-09
Stirlingshire Investments, Inc.
CLOSED
Shares0 from 1,979
Change-1,979 (-100%)
Value$0 (-$310.1K)
Filed 2026-11-05
Avestar Capital, LLC
CLOSED
Shares0 from 1,929
Change-1,929 (-100%)
Value$0 (-$302.3K)
Filed 2026-10-28
Paradigm Asset Management Co LLC
CLOSED
Shares0 from 1,800
Change-1,800 (-100%)
Value$0 (-$282.1K)
Filed 2026-11-05
Knights of Columbus Asset Advisors LLC
CLOSED
Shares0 from 1,585
Change-1,585 (-100%)
Value$0 (-$248.4K)
Filed 2026-11-05
Arlington Partners LLC
CLOSED
Shares0 from 1,579
Change-1,579 (-100%)
Value$0 (-$247.5K)
Filed 2026-10-20
Jefferies Financial Group Inc.
CLOSED
Shares0 from 1,578
Change-1,578 (-100%)
Value$0 (-$247.3K)
Filed 2026-11-05
Fragasso Financial Advisors Inc
CLOSED
Shares0 from 1,556
Change-1,556 (-100%)
Value$0 (-$243.9K)
Filed 2026-10-13
International Assets Investment Management, LLC
CLOSED
Shares0 from 1,518
Change-1,518 (-100%)
Value$0 (-$233.9K)
Filed 2026-11-02
Quadrant Private Wealth Management, LLC
CLOSED
Shares0 from 1,495
Change-1,495 (-100%)
Value$0 (-$234.3K)
Filed 2026-11-04
Financial Planning Navigators Corp
CLOSED
Shares0 from 1,482
Change-1,482 (-100%)
Value$0 (-$232.3K)
Filed 2026-10-14
Liberty Capital Management, Inc.
CLOSED
Shares0 from 1,480
Change-1,480 (-100%)
Value$0 (-$231.9K)
Filed 2026-11-02
71 West Capital Partners
CLOSED
Shares0 from 1,454
Change-1,454 (-100%)
Value$0 (-$227.9K)
Filed 2026-11-04
Monarch Capital Management Inc
CLOSED
Shares0 from 1,450
Change-1,450 (-100%)
Value$0 (-$227.2K)
Filed 2026-10-19
Ledyard National Bank
CLOSED
Shares0 from 1,423
Change-1,423 (-100%)
Value$0 (-$223.0K)
Filed 2026-10-21
Gryphon Financial Partners LLC
CLOSED
Shares0 from 1,421
Change-1,421 (-100%)
Value$0 (-$222.7K)
Filed 2026-11-04
Carter Financial Group, Inc.
CLOSED
Shares0 from 1,406
Change-1,406 (-100%)
Value$0 (-$220.4K)
Filed 2026-10-21
Founders Grove Wealth Partners, LLC
CLOSED
Shares0 from 1,406
Change-1,406 (-100%)
Value$0 (-$220.3K)
Filed 2026-10-16
Bowen Hanes & Co Inc
CLOSED
Shares0 from 1,400
Change-1,400 (-100%)
Value$0 (-$213.9K)
Filed 2026-11-09
Eagle Global Advisors LLC
CLOSED
Shares0 from 1,395
Change-1,395 (-100%)
Value$0 (-$218.6K)
Filed 2026-11-02
Lodestar Private Asset Management LLC
CLOSED
Shares0 from 1,390
Change-1,390 (-100%)
Value$0 (-$217.8K)
Filed 2026-10-26
Facet Wealth, Inc.
CLOSED
Shares0 from 1,384
Change-1,384 (-100%)
Value$0 (-$216.9K)
Filed 2026-11-04
SeaCrest Wealth Management, LLC
CLOSED
Shares0 from 1,357
Change-1,357 (-100%)
Value$0 (-$212.7K)
Filed 2026-10-21
Retirement Planning Co of New England, Inc.
CLOSED
Shares0 from 1,356
Change-1,356 (-100%)
Value$0 (-$212.5K)
Filed 2026-10-15
KPP Advisory Services LLC
CLOSED
Shares0 from 1,331
Change-1,331 (-100%)
Value$0 (-$208.6K)
Filed 2026-10-26
Urban Wealth Management, LLC
CLOSED
Shares0 from 1,329
Change-1,329 (-100%)
Value$0 (-$208.3K)
Filed 2026-10-21
Everhart Financial Group, Inc.
CLOSED
Shares0 from 1,326
Change-1,326 (-100%)
Value$0 (-$207.8K)
Filed 2026-10-08
Private Wealth Partners, LLC
CLOSED
Shares0 from 1,312
Change-1,312 (-100%)
Value$0 (-$205.6K)
Filed 2026-10-22
Inlet Private Wealth, LLC
CLOSED
Shares0 from 1,304
Change-1,304 (-100%)
Value$0 (-$204.4K)
Filed 2026-10-21
Headland Capital, LLC
CLOSED
Shares0 from 1,302
Change-1,302 (-100%)
Value$0 (-$204.0K)
Filed 2026-11-06
Cambiar Investors LLC
CLOSED
Shares0 from 1,301
Change-1,301 (-100%)
Value$0 (-$203.9K)
Filed 2026-11-04
Westover Capital Advisors, LLC
CLOSED
Shares0 from 1,300
Change-1,300 (-100%)
Value$0 (-$203.7K)
Filed 2026-10-26
Aviance Capital Partners, LLC
CLOSED
Shares0 from 1,297
Change-1,297 (-100%)
Value$0 (-$203.3K)
Filed 2026-10-29
Hoge Financial Services, LLC
CLOSED
Shares0 from 1,291
Change-1,291 (-100%)
Value$0 (-$202.4K)
Filed 2026-11-05
Spectrum Advisors, Inc.
CLOSED
Shares0 from 1,288
Change-1,288 (-100%)
Value$0 (-$201.9K)
Filed 2026-11-03
Atwater Malick LLC
CLOSED
Shares0 from 1,278
Change-1,278 (-100%)
Value$0 (-$200.3K)
Filed 2026-10-15
MCF Advisors LLC
CLOSED
Shares0 from 1,157
Change-1,157 (-100%)
Value$0 (-$181.3K)
Filed 2026-10-28
Barnes Dennig Private Wealth Management LLC
CLOSED
Shares0 from 1,060
Change-1,060 (-100%)
Value$0 (-$166.1K)
Filed 2026-10-30
Advisors Preferred, LLC
CLOSED
Shares0 from 664
Change-664 (-100%)
Value$0 (-$106.2K)
Filed 2026-11-09
Cornerstone Planning Group LLC
CLOSED
Shares0 from 501
Change-501 (-100%)
Value$0 (-$76.7K)
Filed 2026-10-16
AdvisorNet Financial, Inc
CLOSED
Shares0 from 469
Change-469 (-100%)
Value$0 (-$73.5K)
Filed 2026-10-15
Heritage Wealth Advisors
CLOSED
Shares0 from 436
Change-436 (-100%)
Value$0 (-$68.3K)
Filed 2026-11-09
Strategic Wealth Advisors LLC
CLOSED
Shares0 from 382
Change-382 (-100%)
Value$0 (-$52)
Filed 2026-11-06
Wealth Enhancement Trust Services, Inc.
CLOSED
Shares0 from 381
Change-381 (-100%)
Value$0 (-$59.7K)
Filed 2026-10-07
Midway Capital Research & Management
CLOSED
Shares0 from 363
Change-363 (-100%)
Value$0 (-$56.9K)
Filed 2026-10-20
Wellington Grp LLC
CLOSED
Shares0 from 309
Change-309 (-100%)
Value$0 (-$47.2K)
Filed 2026-11-06
Alpine Bank Wealth Management
CLOSED
Shares0 from 300
Change-300 (-100%)
Value$0 (-$47.0K)
Filed 2026-10-16
Solstein Capital, LLC
CLOSED
Shares0 from 300
Change-300 (-100%)
Value$0 (-$47.0K)
Filed 2026-11-02
Whipplewood Advisors, LLC
CLOSED
Shares0 from 278
Change-278 (-100%)
Value$0 (-$43.6K)
Filed 2026-10-20
Park Place Capital Corp
CLOSED
Shares0 from 187
Change-187 (-100%)
Value$0 (-$29.3K)
Filed 2026-11-09
Atlatl Advisers LLC
CLOSED
Shares0 from 164
Change-164 (-100%)
Value$0 (-$25.7K)
Filed 2026-10-22
Bullseye Investment Management, LLC
CLOSED
Shares0 from 146
Change-146 (-100%)
Value$0 (-$22.9K)
Filed 2026-10-29
3 Factor Indexing, LLC
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$15.7K)
Filed 2026-10-15
Access Investment Management LLC
CLOSED
Shares0 from 93
Change-93 (-100%)
Value$0 (-$14.6K)
Filed 2026-10-23
LifeSteps Financial, Inc.
CLOSED
Shares0 from 82
Change-82 (-100%)
Value$0 (-$12.9K)
Filed 2026-10-15
Robinswood Financial LLC
CLOSED
Shares0 from 66
Change-66 (-100%)
Value$0 (-$10.3K)
Filed 2026-10-20
Bradley & Co. Private Wealth Management, LLC
CLOSED
Shares0 from 45
Change-45 (-100%)
Value$0 (-$7.1K)
Filed 2026-10-23
Halbert Hargrove Global Advisors, LLC
CLOSED
Shares0 from 15
Change-15 (-100%)
Value$0 (-$2.3K)
Filed 2026-10-16
Gill Capital Partners, LLC
CLOSED
Shares0 from 9
Change-9 (-100%)
Value$0 (-$1.4K)
Filed 2026-10-13
Stone House Investment Management, LLC
CLOSED
Shares0 from 9
Change-9 (-100%)
Value$0 (-$1.4K)
Filed 2026-10-23
Noble Wealth Management PBC
CLOSED
Shares0 from 8
Change-8 (-100%)
Value$0 (-$1.3K)
Filed 2026-10-01
Trifecta Capital Advisors, LLC
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 (-$471)
Filed 2026-10-21
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$418.0K (+$18.4K)
Filed 2026-10-29
Morgan Stanley
N/A
Shares— from 8,726,827
Change-8,726,827 (-100%)
Value—
Primecap Management Co
N/A
Shares— from 6,592,124
Change-6,592,124 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 5,239,309
Change-5,239,309 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 4,909,938
Change-4,909,938 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 3,251,281
Change-3,251,281 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 3,047,988
Change-3,047,988 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 2,980,168
Change-2,980,168 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 2,792,745
Change-2,792,745 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 2,386,527
Change-2,386,527 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 2,330,979
Change-2,330,979 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,264,447
Change-2,264,447 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 2,221,362
Change-2,221,362 (-100%)
Value—
GQG Partners LLC
N/A
Shares— from 2,151,131
Change-2,151,131 (-100%)
Value—
FMR LLC
N/A
Shares— from 2,057,404
Change-2,057,404 (-100%)
Value—
Cullen Capital Management, LLC
N/A
Shares— from 2,033,040
Change-2,033,040 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,974,043
Change-1,974,043 (-100%)
Value—
WCM Investment Management, LLC
N/A
Shares— from 1,904,349
Change-1,904,349 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,828,817
Change-1,828,817 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,801,337
Change-1,801,337 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,184,422
Change-1,184,422 (-100%)
Value—
Holocene Advisors, LP
N/A
Shares— from 1,037,332
Change-1,037,332 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 1,033,709
Change-1,033,709 (-100%)
Value—
Lord, Abbett & Co. LLC
N/A
Shares— from 1,002,335
Change-1,002,335 (-100%)
Value—
Earnest Partners LLC
N/A
Shares— from 886,634
Change-886,634 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 788,033
Change-788,033 (-100%)
Value—
Dodge & COX
N/A
Shares— from 759,373
Change-759,373 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 758,029
Change-758,029 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 740,532
Change-740,532 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 707,061
Change-707,061 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 638,682
Change-638,682 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 633,523
Change-633,523 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 591,566
Change-591,566 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 579,486
Change-579,486 (-100%)
Value—
Harding Loevner LP
N/A
Shares— from 578,234
Change-578,234 (-100%)
Value—
Bristol John W & Co Inc
N/A
Shares— from 557,777
Change-557,777 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 524,073
Change-524,073 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 508,398
Change-508,398 (-100%)
Value—
Harvest Portfolios Group Inc.
N/A
Shares— from 457,045
Change-457,045 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 386,332
Change-386,332 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 384,386
Change-384,386 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 379,597
Change-379,597 (-100%)
Value—
Farallon Capital Management, L.L.C.
N/A
Shares— from 363,000
Change-363,000 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 353,224
Change-353,224 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 335,528
Change-335,528 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 334,595
Change-334,595 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 330,309
Change-330,309 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 330,061
Change-330,061 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 320,808
Change-320,808 (-100%)
Value—
Saturna Capital Corp
N/A
Shares— from 311,392
Change-311,392 (-100%)
Value—
Scharf Investments, LLC
N/A
Shares— from 310,818
Change-310,818 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 293,443
Change-293,443 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 281,210
Change-281,210 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 267,821
Change-267,821 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 255,770
Change-255,770 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 245,957
Change-245,957 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 245,557
Change-245,557 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 241,904
Change-241,904 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 240,579
Change-240,579 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 235,657
Change-235,657 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 234,315
Change-234,315 (-100%)
Value—
Promethos Capital, LLC
N/A
Shares— from 233,303
Change-233,303 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 231,391
Change-231,391 (-100%)
Value—
TriCert Investment Counsel Inc.
N/A
Shares— from 226,301
Change-226,301 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 206,722
Change-206,722 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 201,250
Change-201,250 (-100%)
Value—
Integral Health Asset Management, LLC
N/A
Shares— from 200,000
Change-200,000 (-100%)
Value—
Brandes Investment Partners, LP
N/A
Shares— from 197,593
Change-197,593 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 186,086
Change-186,086 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 183,359
Change-183,359 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 183,246
Change-183,246 (-100%)
Value—
Parkwood LLC
N/A
Shares— from 182,462
Change-182,462 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 173,384
Change-173,384 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 172,539
Change-172,539 (-100%)
Value—
Managed Asset Portfolios, LLC
N/A
Shares— from 165,519
Change-165,519 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 164,478
Change-164,478 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 161,839
Change-161,839 (-100%)
Value—
Martin Investment Management, LLC
N/A
Shares— from 157,179
Change-157,179 (-100%)
Value—
OAK Associates LTD
N/A
Shares— from 155,362
Change-155,362 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 153,797
Change-153,797 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 153,726
Change-153,726 (-100%)
Value—
Foresight Global Investors, Inc.
N/A
Shares— from 153,693
Change-153,693 (-100%)
Value—
Capital Wealth Planning, LLC
N/A
Shares— from 151,974
Change-151,974 (-100%)
Value—
&partners
N/A
Shares— from 147,424
Change-147,424 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 147,054
Change-147,054 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 136,197
Change-136,197 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 134,587
Change-134,587 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 126,866
Change-126,866 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 126,054
Change-126,054 (-100%)
Value—
Blair William & Co
N/A
Shares— from 125,266
Change-125,266 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 124,459
Change-124,459 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 123,788
Change-123,788 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 116,598
Change-116,598 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 114,209
Change-114,209 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 107,922
Change-107,922 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 106,157
Change-106,157 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 104,792
Change-104,792 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 94,009
Change-94,009 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 91,944
Change-91,944 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 89,770
Change-89,770 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 89,587
Change-89,587 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 89,153
Change-89,153 (-100%)
Value—
Glenview Capital Management, LLC
N/A
Shares— from 86,909
Change-86,909 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 86,061
Change-86,061 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 84,234
Change-84,234 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 83,188
Change-83,188 (-100%)
Value—
Osterweis Capital Management Inc
N/A
Shares— from 82,396
Change-82,396 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 81,258
Change-81,258 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 79,360
Change-79,360 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 76,213
Change-76,213 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 75,500
Change-75,500 (-100%)
Value—
Zevin Asset Management LLC
N/A
Shares— from 74,291
Change-74,291 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 73,973
Change-73,973 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 73,584
Change-73,584 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 71,723
Change-71,723 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 69,416
Change-69,416 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 68,487
Change-68,487 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 67,193
Change-67,193 (-100%)
Value—
Salt Holding Corp.
N/A
Shares— from 66,844
Change-66,844 (-100%)
Value—
Dixon Mitchell Investment Counsel Inc.
N/A
Shares— from 66,500
Change-66,500 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 66,091
Change-66,091 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 64,224
Change-64,224 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 62,887
Change-62,887 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 59,156
Change-59,156 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 58,960
Change-58,960 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 57,958
Change-57,958 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 56,351
Change-56,351 (-100%)
Value—
Boston Partners
N/A
Shares— from 53,689
Change-53,689 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 51,084
Change-51,084 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 50,794
Change-50,794 (-100%)
Value—
State Street Corp
N/A
Shares— from 50,661
Change-50,661 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 50,123
Change-50,123 (-100%)
Value—
Sphera Funds Management Ltd.
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 48,030
Change-48,030 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 47,793
Change-47,793 (-100%)
Value—
Glassy Mountain Advisors, Inc.
N/A
Shares— from 47,531
Change-47,531 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 47,417
Change-47,417 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 44,930
Change-44,930 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 44,423
Change-44,423 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 44,418
Change-44,418 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 43,776
Change-43,776 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 43,740
Change-43,740 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 43,692
Change-43,692 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 43,358
Change-43,358 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 43,150
Change-43,150 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 42,672
Change-42,672 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 39,996
Change-39,996 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 39,601
Change-39,601 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 39,351
Change-39,351 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 38,971
Change-38,971 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 38,779
Change-38,779 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 38,592
Change-38,592 (-100%)
Value—
Hayek Kallen Investment Management
N/A
Shares— from 37,538
Change-37,538 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 37,227
Change-37,227 (-100%)
Value—
Entropy Technologies, LP
N/A
Shares— from 36,558
Change-36,558 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 35,943
Change-35,943 (-100%)
Value—
Timber Creek Capital Management LLC
N/A
Shares— from 35,388
Change-35,388 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 35,052
Change-35,052 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 32,898
Change-32,898 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 32,676
Change-32,676 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 32,315
Change-32,315 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 32,039
Change-32,039 (-100%)
Value—
Commerce Bank
N/A
Shares— from 31,461
Change-31,461 (-100%)
Value—
Fred Alger Management, LLC
N/A
Shares— from 30,125
Change-30,125 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 29,560
Change-29,560 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 29,508
Change-29,508 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 29,237
Change-29,237 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 28,916
Change-28,916 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 28,899
Change-28,899 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 28,452
Change-28,452 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 28,222
Change-28,222 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 28,213
Change-28,213 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 28,162
Change-28,162 (-100%)
Value—
Maverick Capital LTD
N/A
Shares— from 27,789
Change-27,789 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 27,727
Change-27,727 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 27,477
Change-27,477 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 26,575
Change-26,575 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 25,560
Change-25,560 (-100%)
Value—
Diamond Hill Capital Management, LLC (Investment Advisor)
N/A
Shares— from 24,822
Change-24,822 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 24,465
Change-24,465 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 24,292
Change-24,292 (-100%)
Value—
FCA Corp
N/A
Shares— from 23,419
Change-23,419 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 22,603
Change-22,603 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 22,319
Change-22,319 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 21,893
Change-21,893 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 21,447
Change-21,447 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 21,245
Change-21,245 (-100%)
Value—
Mcintyre Freedman & Flynn Investment Advisers Inc
N/A
Shares— from 21,020
Change-21,020 (-100%)
Value—
Cloverfields Capital Group, LP
N/A
Shares— from 20,881
Change-20,881 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 20,523
Change-20,523 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 20,407
Change-20,407 (-100%)
Value—
Marietta Investment Partners LLC
N/A
Shares— from 20,019
Change-20,019 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 19,742
Change-19,742 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 19,482
Change-19,482 (-100%)
Value—
Fairfield, Bush & Co.
N/A
Shares— from 19,239
Change-19,239 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 19,022
Change-19,022 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 17,757
Change-17,757 (-100%)
Value—
Abbot Financial Management, Inc.
N/A
Shares— from 17,701
Change-17,701 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 17,635
Change-17,635 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 17,632
Change-17,632 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 17,483
Change-17,483 (-100%)
Value—
Strategic Global Advisors, LLC
N/A
Shares— from 17,342
Change-17,342 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 17,249
Change-17,249 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 17,200
Change-17,200 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 17,084
Change-17,084 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 16,953
Change-16,953 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 16,933
Change-16,933 (-100%)
Value—
IAM Advisory, LLC
N/A
Shares— from 16,635
Change-16,635 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 16,578
Change-16,578 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 16,468
Change-16,468 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 16,322
Change-16,322 (-100%)
Value—
Empire Financial Management Company, LLC
N/A
Shares— from 16,106
Change-16,106 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 15,391
Change-15,391 (-100%)
Value—
Mosaic Financial Group, LLC
N/A
Shares— from 14,973
Change-14,973 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 14,750
Change-14,750 (-100%)
Value—
New Vernon Capital Holdings II LLC
N/A
Shares— from 14,733
Change-14,733 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 14,644
Change-14,644 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 14,258
Change-14,258 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 13,992
Change-13,992 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 13,967
Change-13,967 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 13,534
Change-13,534 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 13,331
Change-13,331 (-100%)
Value—
Denali Advisors LLC
N/A
Shares— from 13,287
Change-13,287 (-100%)
Value—
Aimz Investment Advisors, LLC
N/A
Shares— from 13,284
Change-13,284 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 13,243
Change-13,243 (-100%)
Value—
Kahn Brothers Group Inc
N/A
Shares— from 13,186
Change-13,186 (-100%)
Value—
Capital Financial Group Inc\co\
N/A
Shares— from 13,034
Change-13,034 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 12,976
Change-12,976 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 12,844
Change-12,844 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 12,837
Change-12,837 (-100%)
Value—
Opal Capital LLC
N/A
Shares— from 12,800
Change-12,800 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 12,510
Change-12,510 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 12,498
Change-12,498 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 12,495
Change-12,495 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 12,284
Change-12,284 (-100%)
Value—
Integrated Quantitative Investments LLC
N/A
Shares— from 11,975
Change-11,975 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 11,702
Change-11,702 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 11,695
Change-11,695 (-100%)
Value—
Dorsey Wright & Associates
N/A
Shares— from 11,585
Change-11,585 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 11,294
Change-11,294 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 11,248
Change-11,248 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 11,163
Change-11,163 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 11,160
Change-11,160 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 11,153
Change-11,153 (-100%)
Value—
Smart Money Group LLC
N/A
Shares— from 11,067
Change-11,067 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 11,045
Change-11,045 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 10,959
Change-10,959 (-100%)
Value—
AR Asset Management Inc
N/A
Shares— from 10,750
Change-10,750 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 10,746
Change-10,746 (-100%)
Value—
Drexel Morgan & Co.
N/A
Shares— from 10,720
Change-10,720 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 10,627
Change-10,627 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 10,588
Change-10,588 (-100%)
Value—
Walsky Investment Management, Inc.
N/A
Shares— from 10,507
Change-10,507 (-100%)
Value—
Somerville Kurt F
N/A
Shares— from 10,438
Change-10,438 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 10,410
Change-10,410 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 10,369
Change-10,369 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 10,207
Change-10,207 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 10,041
Change-10,041 (-100%)
Value—
Voya Financial Advisors, Inc.
N/A
Shares— from 10,020
Change-10,020 (-100%)
Value—
Osprey Private Wealth LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 9,700
Change-9,700 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 9,690
Change-9,690 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 9,576
Change-9,576 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 9,392
Change-9,392 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 9,205
Change-9,205 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 9,144
Change-9,144 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 8,976
Change-8,976 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 8,973
Change-8,973 (-100%)
Value—
Connable Office Inc
N/A
Shares— from 8,946
Change-8,946 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 8,936
Change-8,936 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 8,857
Change-8,857 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 8,830
Change-8,830 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 8,755
Change-8,755 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 8,673
Change-8,673 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 8,591
Change-8,591 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 8,587
Change-8,587 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 8,585
Change-8,585 (-100%)
Value—
Kensington Investment Counsel, LLC
N/A
Shares— from 8,456
Change-8,456 (-100%)
Value—
Simmons Bank
N/A
Shares— from 8,408
Change-8,408 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 8,383
Change-8,383 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 8,348
Change-8,348 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 8,339
Change-8,339 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 8,263
Change-8,263 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 8,090
Change-8,090 (-100%)
Value—
RD Lewis Holdings, Inc.
N/A
Shares— from 8,071
Change-8,071 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 8,039
Change-8,039 (-100%)
Value—
Stonebridge Capital Management Inc
N/A
Shares— from 8,032
Change-8,032 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 8,003
Change-8,003 (-100%)
Value—
Ruggaard & Associates LLC
N/A
Shares— from 7,643
Change-7,643 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 7,504
Change-7,504 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 7,503
Change-7,503 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 7,220
Change-7,220 (-100%)
Value—
Keystone Financial Services
N/A
Shares— from 7,155
Change-7,155 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 7,145
Change-7,145 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 7,133
Change-7,133 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 7,091
Change-7,091 (-100%)
Value—
Hutner Capital Management Inc
N/A
Shares— from 6,891
Change-6,891 (-100%)
Value—
Castlekeep Investment Advisors LLC
N/A
Shares— from 6,792
Change-6,792 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 6,716
Change-6,716 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 6,697
Change-6,697 (-100%)
Value—
Stephens Inc
N/A
Shares— from 6,628
Change-6,628 (-100%)
Value—
Sykon Capital LLC
N/A
Shares— from 6,403
Change-6,403 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 6,278
Change-6,278 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 6,229
Change-6,229 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 6,217
Change-6,217 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 6,177
Change-6,177 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 6,174
Change-6,174 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 6,158
Change-6,158 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 6,151
Change-6,151 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 6,089
Change-6,089 (-100%)
Value—
Schulhoff & Co Inc
N/A
Shares— from 6,053
Change-6,053 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 6,045
Change-6,045 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 5,979
Change-5,979 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 5,952
Change-5,952 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 5,897
Change-5,897 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 5,844
Change-5,844 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 5,794
Change-5,794 (-100%)
Value—
Steadtrust LLC
N/A
Shares— from 5,769
Change-5,769 (-100%)
Value—
Calydon Capital
N/A
Shares— from 5,755
Change-5,755 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 5,748
Change-5,748 (-100%)
Value—
Twin City Private Wealth, LLC
N/A
Shares— from 5,647
Change-5,647 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 5,586
Change-5,586 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 5,542
Change-5,542 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 5,454
Change-5,454 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 5,450
Change-5,450 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 5,430
Change-5,430 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 5,394
Change-5,394 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 5,361
Change-5,361 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 5,345
Change-5,345 (-100%)
Value—
Banco de Sabadell, S.a
N/A
Shares— from 5,251
Change-5,251 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 5,196
Change-5,196 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 5,156
Change-5,156 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 5,120
Change-5,120 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 5,118
Change-5,118 (-100%)
Value—
DF Dent & Co Inc
N/A
Shares— from 5,115
Change-5,115 (-100%)
Value—
JMN Financial LLC
N/A
Shares— from 5,089
Change-5,089 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 5,059
Change-5,059 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 5,053
Change-5,053 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 5,046
Change-5,046 (-100%)
Value—
Payne Capital LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 4,936
Change-4,936 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 4,916
Change-4,916 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 4,915
Change-4,915 (-100%)
Value—
Liberty One Investment Management, LLC
N/A
Shares— from 4,810
Change-4,810 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 4,763
Change-4,763 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 4,742
Change-4,742 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 4,733
Change-4,733 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 4,647
Change-4,647 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 4,542
Change-4,542 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 4,515
Change-4,515 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 4,509
Change-4,509 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 4,439
Change-4,439 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 4,431
Change-4,431 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 4,264
Change-4,264 (-100%)
Value—
RNC Capital Management LLC
N/A
Shares— from 4,261
Change-4,261 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 4,173
Change-4,173 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 4,166
Change-4,166 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 4,131
Change-4,131 (-100%)
Value—
Thornburg Investment Management Inc
N/A
Shares— from 4,114
Change-4,114 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 4,070
Change-4,070 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 4,047
Change-4,047 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 3,990
Change-3,990 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 3,950
Change-3,950 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 3,927
Change-3,927 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 3,917
Change-3,917 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 3,897
Change-3,897 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 3,867
Change-3,867 (-100%)
Value—
Twin Lakes Capital Management, LLC
N/A
Shares— from 3,830
Change-3,830 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 3,812
Change-3,812 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 3,798
Change-3,798 (-100%)
Value—
ClearAlpha Technologies LP
N/A
Shares— from 3,757
Change-3,757 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 3,729
Change-3,729 (-100%)
Value—
Hemenway Trust Co LLC
N/A
Shares— from 3,700
Change-3,700 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 3,684
Change-3,684 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 3,638
Change-3,638 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 3,525
Change-3,525 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 3,508
Change-3,508 (-100%)
Value—
Round Hill Asset Management
N/A
Shares— from 3,392
Change-3,392 (-100%)
Value—
Severin Investments, LLC
N/A
Shares— from 3,333
Change-3,333 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 3,246
Change-3,246 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 3,213
Change-3,213 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 3,206
Change-3,206 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 3,189
Change-3,189 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 3,181
Change-3,181 (-100%)
Value—
44 Wealth Management LLC
N/A
Shares— from 3,161
Change-3,161 (-100%)
Value—
Tranquilli Financial Advisor LLC
N/A
Shares— from 3,151
Change-3,151 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 3,105
Change-3,105 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 3,102
Change-3,102 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 3,092
Change-3,092 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 3,066
Change-3,066 (-100%)
Value—
Bridgefront Capital, LLC
N/A
Shares— from 3,062
Change-3,062 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 3,047
Change-3,047 (-100%)
Value—
J Hagan Capital, Inc.
N/A
Shares— from 3,010
Change-3,010 (-100%)
Value—
Beacon Investment Advisors LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 2,977
Change-2,977 (-100%)
Value—
Spwm Advisors LLC
N/A
Shares— from 2,948
Change-2,948 (-100%)
Value—
Broderick Brian C
N/A
Shares— from 2,946
Change-2,946 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 2,933
Change-2,933 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 2,911
Change-2,911 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 2,906
Change-2,906 (-100%)
Value—
SIH Partners, Lllp
N/A
Shares— from 2,903
Change-2,903 (-100%)
Value—
Harvest Fund Management Co., Ltd
N/A
Shares— from 2,900
Change-2,900 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 2,896
Change-2,896 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 2,892
Change-2,892 (-100%)
Value—
Paces Ferry Wealth Advisors, LLC
N/A
Shares— from 2,881
Change-2,881 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 2,852
Change-2,852 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 2,828
Change-2,828 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 2,821
Change-2,821 (-100%)
Value—
EWA, LLC
N/A
Shares— from 2,790
Change-2,790 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 2,788
Change-2,788 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 2,770
Change-2,770 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 2,762
Change-2,762 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 2,733
Change-2,733 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 2,729
Change-2,729 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 2,707
Change-2,707 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 2,695
Change-2,695 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 2,692
Change-2,692 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 2,683
Change-2,683 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 2,670
Change-2,670 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 2,643
Change-2,643 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 2,626
Change-2,626 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 2,614
Change-2,614 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 2,601
Change-2,601 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 2,595
Change-2,595 (-100%)
Value—
Wimmer Associates 1, LLC
N/A
Shares— from 2,594
Change-2,594 (-100%)
Value—
Delaney Dennis R
N/A
Shares— from 2,575
Change-2,575 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 2,503
Change-2,503 (-100%)
Value—
Summitry LLC
N/A
Shares— from 2,464
Change-2,464 (-100%)
Value—
M. Kulyk & Associates, LLC
N/A
Shares— from 2,439
Change-2,439 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 2,438
Change-2,438 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 2,406
Change-2,406 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 2,397
Change-2,397 (-100%)
Value—
Bayesian Capital Management, LP
N/A
Shares— from 2,365
Change-2,365 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 2,326
Change-2,326 (-100%)
Value—
RiverGlades Family Offices LLC
N/A
Shares— from 2,300
Change-2,300 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 2,276
Change-2,276 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 2,255
Change-2,255 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 2,250
Change-2,250 (-100%)
Value—
Aigen Investment Management, LP
N/A
Shares— from 2,243
Change-2,243 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 2,238
Change-2,238 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 2,208
Change-2,208 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 2,206
Change-2,206 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 2,205
Change-2,205 (-100%)
Value—
Tower Wealth Partners, Inc.
N/A
Shares— from 2,192
Change-2,192 (-100%)
Value—
Crestmont Private Wealth LLC
N/A
Shares— from 2,188
Change-2,188 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 2,160
Change-2,160 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 2,153
Change-2,153 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 2,145
Change-2,145 (-100%)
Value—
Permanens Capital L.P.
N/A
Shares— from 2,125
Change-2,125 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 2,112
Change-2,112 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 2,091
Change-2,091 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 2,086
Change-2,086 (-100%)
Value—
Cauble & Harre Wealth Management, Inc.
N/A
Shares— from 2,085
Change-2,085 (-100%)
Value—
Paradigm Capital Management, LLC
N/A
Shares— from 2,072
Change-2,072 (-100%)
Value—
Elk River Wealth Management LLC
N/A
Shares— from 2,060
Change-2,060 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 2,058
Change-2,058 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 2,050
Change-2,050 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 2,050
Change-2,050 (-100%)
Value—
Legacy Wealth Advisors, LLC
N/A
Shares— from 2,043
Change-2,043 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 2,007
Change-2,007 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 1,974
Change-1,974 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 1,962
Change-1,962 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 1,953
Change-1,953 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 1,941
Change-1,941 (-100%)
Value—
EntryPoint Capital, LLC
N/A
Shares— from 1,936
Change-1,936 (-100%)
Value—
South Street Advisors LLC
N/A
Shares— from 1,934
Change-1,934 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 1,917
Change-1,917 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 1,901
Change-1,901 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 1,900
Change-1,900 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 1,894
Change-1,894 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 1,870
Change-1,870 (-100%)
Value—
Cura Wealth Advisors, LLC
N/A
Shares— from 1,863
Change-1,863 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 1,861
Change-1,861 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 1,842
Change-1,842 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 1,832
Change-1,832 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 1,831
Change-1,831 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 1,821
Change-1,821 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 1,819
Change-1,819 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 1,811
Change-1,811 (-100%)
Value—
Entelevest, LLC
N/A
Shares— from 1,810
Change-1,810 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 1,807
Change-1,807 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 1,788
Change-1,788 (-100%)
Value—
American Trust
N/A
Shares— from 1,745
Change-1,745 (-100%)
Value—
Leith Wheeler Investment Counsel Ltd.
N/A
Shares— from 1,745
Change-1,745 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 1,726
Change-1,726 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 1,720
Change-1,720 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 1,710
Change-1,710 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 1,705
Change-1,705 (-100%)
Value—
Houlihan Financial Resource Group, Ltd.
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 1,665
Change-1,665 (-100%)
Value—
S Harris Financial Group, LLC
N/A
Shares— from 1,640
Change-1,640 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 1,638
Change-1,638 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 1,608
Change-1,608 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 1,602
Change-1,602 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 1,598
Change-1,598 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 1,567
Change-1,567 (-100%)
Value—
Shepherd Wealth Management Ltd Liability Co
N/A
Shares— from 1,549
Change-1,549 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 1,548
Change-1,548 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 1,548
Change-1,548 (-100%)
Value—
Tevis Investment Management
N/A
Shares— from 1,546
Change-1,546 (-100%)
Value—
Bristlecone Value Partners, LLC
N/A
Shares— from 1,505
Change-1,505 (-100%)
Value—
Causeway Capital Management LLC
N/A
Shares— from 1,501
Change-1,501 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
SIG Brokerage, LP
N/A
Shares— from 1,476
Change-1,476 (-100%)
Value—
Fiduciary Wealth Partners, LLC
N/A
Shares— from 1,464
Change-1,464 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 1,450
Change-1,450 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 1,449
Change-1,449 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 1,428
Change-1,428 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 1,427
Change-1,427 (-100%)
Value—
Bluebird Wealth Management LLC
N/A
Shares— from 1,423
Change-1,423 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 1,421
Change-1,421 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 1,412
Change-1,412 (-100%)
Value—
Goepper Burkhardt LLC
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
Royal Capital Wealth Management, LLC
N/A
Shares— from 1,394
Change-1,394 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 1,390
Change-1,390 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 1,383
Change-1,383 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 1,378
Change-1,378 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 1,362
Change-1,362 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 1,359
Change-1,359 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 1,354
Change-1,354 (-100%)
Value—
Muirfield Wealth Advisors LLC
N/A
Shares— from 1,353
Change-1,353 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 1,331
Change-1,331 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 1,326
Change-1,326 (-100%)
Value—
Scientech Research LLC
N/A
Shares— from 1,315
Change-1,315 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 1,314
Change-1,314 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 1,305
Change-1,305 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 1,303
Change-1,303 (-100%)
Value—
American Trust Investment Advisors, LLC
N/A
Shares— from 1,292
Change-1,292 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 1,281
Change-1,281 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 1,259
Change-1,259 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 1,253
Change-1,253 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 1,252
Change-1,252 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 1,144
Change-1,144 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 1,133
Change-1,133 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 1,068
Change-1,068 (-100%)
Value—
Corient IA LP
N/A
Shares— from 1,030
Change-1,030 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 1,001
Change-1,001 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 980
Change-980 (-100%)
Value—
Twin Tree Management, LP
N/A
Shares— from 974
Change-974 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 947
Change-947 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 903
Change-903 (-100%)
Value—
Tacita Capital Inc
N/A
Shares— from 885
Change-885 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 800
Change-800 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 790
Change-790 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 786
Change-786 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 771
Change-771 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 743
Change-743 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 720
Change-720 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 700
Change-700 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 692
Change-692 (-100%)
Value—
EFG International AG
N/A
Shares— from 648
Change-648 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 586
Change-586 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 581
Change-581 (-100%)
Value—
Limestone Investment Advisors LP
N/A
Shares— from 562
Change-562 (-100%)
Value—
Parvin Asset Management, LLC
N/A
Shares— from 525
Change-525 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 519
Change-519 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Accent Capital Management, LLC
N/A
Shares— from 438
Change-438 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 406
Change-406 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Broadwater Capital Management LLC
N/A
Shares— from 370
Change-370 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 359
Change-359 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 319
Change-319 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 296
Change-296 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 292
Change-292 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 278
Change-278 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 265
Change-265 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 259
Change-259 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 250
Change-250 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 237
Change-237 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 221
Change-221 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 209
Change-209 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 206
Change-206 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 192
Change-192 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 183
Change-183 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 167
Change-167 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 162
Change-162 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 160
Change-160 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 156
Change-156 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 138
Change-138 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 100
Change-100 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 100
Change-100 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 90
Change-90 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 88
Change-88 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 80
Change-80 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 78
Change-78 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 75
Change-75 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 74
Change-74 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 71
Change-71 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 65
Change-65 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 56
Change-56 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 51
Change-51 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 51
Change-51 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 44
Change-44 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 41
Change-41 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 40
Change-40 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 39
Change-39 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 33
Change-33 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 33
Change-33 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 30
Change-30 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 20
Change-20 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 16
Change-16 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 14
Change-14 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
Fisher Asset Management, LLC
INCREASED16,762,52815,523,378+1,239,150+8%$2.4B$2.4B-$43.0M2026-11-06
Dimensional Fund Advisors LP
DECREASED7,875,5418,117,586-242,045-3%$1.3B$1.1B-$149.2M2026-11-04
Principal Financial Group Inc
DECREASED1,522,0921,565,796-43,704-3%$245.4M$217.0M-$28.4M2026-11-02
Truist Financial Corp
INCREASED1,004,567968,701+35,866+4%$151.8M$143.2M-$8.6M2026-10-30
LPL Financial LLC
INCREASED667,820666,272+1,548+0%$104.4M$95.2M-$9.2M2026-11-06
Creative Planning
DECREASED524,405546,659-22,254-4%$85.7M$74.8M-$10.9M2026-11-02
Barclays PLC
INCREASED493,7198,627+485,092+5623%$1.4M$70.4M+$69.0M2026-11-06
Bank of Montreal
INCREASED478,340104,932+373,408+356%$16.4M$68.2M+$51.8M2026-11-09
Tctc Holdings, LLC
UNCHANGED393,932393,93200%$61.7M$56.2M-$5.6M2026-11-02
Assetmark, Inc
DECREASED391,178442,978-51,800-12%$69.4M$55.8M-$13.7M2026-10-21
AGF Management LTD
DECREASED359,405360,354-9490%$56.5M$51.2M-$5.2M2026-11-03
Bank of New York Mellon Corp
INCREASED345,146328,948+16,198+5%$51.6M$49.2M-$2.3M2026-11-05
Todd Asset Management LLC
INCREASED319,864317,429+2,435+1%$49.7M$45.6M-$4.1M2026-10-27
US Bancorp \de\
INCREASED274,574262,178+12,396+5%$41.1M$39.1M-$1.9M2026-11-05
Savant Capital, LLC
INCREASED244,135150,968+93,167+62%$23.2M$34.8M+$11.6M2026-11-06
Midwest Trust Co
DECREASED238,451239,181-7300%$37.5M$34.0M-$3.5M2026-10-22
Miller Howard Investments Inc
NEW229,623—+229,623——$32.7M—2026-10-26
Oppenheimer Asset Management Inc.
INCREASED221,167217,234+3,933+2%$34.0M$31.5M-$2.5M2026-10-27
PNC Financial Services Group, Inc.
DECREASED220,230222,881-2,651-1%$34.9M$31.4M-$3.5M2026-11-06
Kestra Advisory Services, LLC
INCREASED194,907185,906+9,001+5%$29.1M$27.8M-$1.3M2026-11-02
Ferguson Wellman Capital Management, Inc
INCREASED185,430182,260+3,170+2%$28.6M$26.4M-$2.1M2026-10-05
Godsey & Gibb, Inc
DECREASED181,232183,015-1,783-1%$28.7M$25.8M-$2.8M2026-10-14
Citigroup Inc
DECREASED161,120265,626-104,506-39%$41.6M$23.0M-$18.7M2026-11-04
D.A. Davidson & Co.
DECREASED158,934163,017-4,083-2%$25.5M$22.7M-$2.9M2026-10-28
Grandfield & Dodd, LLC
DECREASED153,313153,436-1230%$24.0M$21.9M-$2.2M2026-10-29
Commonwealth Equity Services, LLC
INCREASED152,688148,691+3,997+3%$23.3M$21.8M-$1.5M2026-11-02
Russell Investments Group, Ltd.
INCREASED136,98755,033+81,954+149%$8.6M$19.5M+$10.9M2026-11-06
Wealth Enhancement Advisory Services, LLC
DECREASED135,549150,656-15,107-10%$21.2M$17.6M-$3.6M2026-10-13
Coleford Investment Management Ltd.
INCREASED134,125133,970+155+0%$21.0M$19.1M-$1.9M2026-11-09
Douglas Lane & Associates, LLC
DECREASED132,255140,152-7,897-6%$22.0M$18.9M-$3.1M2026-10-09
ProVise Management Group, LLC
DECREASED129,971134,100-4,129-3%$21.0M$18.5M-$2.5M2026-11-06
Ethic Inc.
INCREASED125,843108,784+17,059+16%$17.0M$17.9M+$892.8K2026-11-03
GW Henssler & Associates LTD
DECREASED122,961123,971-1,010-1%$19.4M$17.5M-$1.9M2026-10-26
Wilkins Investment Counsel Inc
DECREASED109,717111,067-1,350-1%$17.4M$15.6M-$1.8M2026-11-03
TD Waterhouse Canada Inc.
INCREASED103,90586,457+17,448+20%$13.3M$14.7M+$1.3M2026-10-16
Ritholtz Wealth Management
DECREASED103,841105,819-1,978-2%$16.6M$14.8M-$1.8M2026-11-05
First Fiduciary Investment Counsel, Inc.
INCREASED99,35299,224+128+0%$15.6M$14.2K-$15.5M2026-10-27
Allworth Financial LP
INCREASED93,90092,390+1,510+2%$14.5M$14.7M+$236.6K2026-11-06
American Assets Investment Management, LLC
UNCHANGED93,61093,61000%$14.7M$13.3M-$1.3M2026-10-30
Matthew Goff Investment Advisor, LLC
DECREASED82,41082,971-561-1%$13.0M$11.7M-$1.3M2026-10-13
Allspring Global Investments Holdings, LLC
INCREASED82,30980,613+1,696+2%$12.4M$11.6M-$816.1K2026-11-04
Eldred Rock Partners, LLC
INCREASED81,26080,627+633+1%$12.6M$11.6M-$1.1M2026-10-13
Bahl & Gaynor LLC
DECREASED80,56783,396-2,829-3%$13.1M$11.5M-$1.6M2026-11-05
Salem Investment Counselors Inc
INCREASED77,76871,102+6,666+9%$11.1M$11.1M-$55.7K2026-10-13
Altrius Capital Management Inc
INCREASED77,18072,584+4,596+6%$11.4M$11.0M-$371.8K2026-11-05
Live Oak Private Wealth LLC
DECREASED72,11772,426-3090%$11.4M$10.3M-$1.1M2026-11-02
Camden National Bank
DECREASED69,57370,745-1,172-2%$11.1M$9.9M-$1.2M2026-11-02
Tweedy, Browne Co LLC
DECREASED69,00971,125-2,116-3%$11.1M$9.8M-$1.3M2026-11-04
Mengis Capital Management, Inc.
DECREASED67,47370,348-2,875-4%$11.0M$9.6M-$1.4M2026-10-13
Atria Investments, Inc
INCREASED66,72960,245+6,484+11%$9.4M$9.5M+$72.0K2026-10-15
Hantz Financial Services, Inc.
DECREASED65,22068,779-3,559-5%$10.8M$9.3K-$10.8M2026-11-09
Bessemer Group Inc
DECREASED64,69064,977-2870%$10.2M$9.2K-$10.2M2026-11-09
Quadrant Capital Group LLC
INCREASED61,54361,000+543+1%$9.6M$8.8M-$795.6K2026-10-20
Franklin, Parlapiano, Turner & Welch, LLC
DECREASED61,44063,414-1,974-3%$9.9M$8.8M-$1.2M2026-10-30
Cohen Capital Management, Inc.
DECREASED61,43874,849-13,411-18%$11.7M$8.8M-$3.0M2026-10-14
Clifford Swan Investment Counsel LLC
DECREASED59,99360,118-1250%$9.4M$8.6M-$868.5K2026-11-05
Vise Technologies, Inc.
INCREASED58,58444,366+14,218+32%$7.0M$8.4M+$1.4M2026-10-29
Welch & Forbes LLC
DECREASED56,68657,984-1,298-2%$9.1M$8.1M-$1.0M2026-11-04
Reynders McVeigh Capital Management, LLC
DECREASED56,02471,575-15,551-22%$11.2M$8.0M-$3.2M2026-10-30
Pinnacle Associates LTD
DECREASED55,48255,762-2800%$8.7M$7.9M-$829.0K2026-10-20
Deutsche Bank Ag\
DECREASED54,26954,336-670%$8.5M$7.7M-$778.4K2026-11-06
Investment House LLC
DECREASED53,95680,147-26,191-33%$12.6M$7.7M-$4.9M2026-10-21
University of Texas S AM Investment Management Co
INCREASED53,5634,919+48,644+989%$770.9K$7.6M+$6.9M2026-11-03
Keybank National Association
DECREASED53,44871,724-18,276-25%$11.2M$7.6M-$3.6M2026-11-04
Archford Capital Strategies, LLC
INCREASED52,87749,908+2,969+6%$7.8M$7.5M-$282.9K2026-10-19
Edgemoor Investment Advisors, Inc.
DECREASED52,60552,824-2190%$8.3M$7.5M-$778.8K2026-11-03
Narwhal Capital Management
DECREASED52,55152,702-1510%$8.3M$7.5M-$767.3K2026-11-04
Cambridge Investment Research Advisors, Inc.
DECREASED51,86259,271-7,409-12%$9.3M$7.4K-$9.3M2026-11-02
Elevation Point Wealth Partners, LLC
INCREASED50,91947,580+3,339+7%$7.5M$7.3M-$197.1K2026-11-05
Cardinal Capital Management
INCREASED50,57549,670+905+2%$7.8M$7.2M-$573.8K2026-10-21
Walled Lake Planning & Wealth Management, LLC
INCREASED50,53750,139+398+1%$7.9M$7.2M-$652.7K2026-10-29
Mirae Asset Global Investments Co., Ltd.
DECREASED50,225195,986-145,761-74%$30.7M$7.2M-$23.6M2026-11-03
Park Avenue Securities LLC
INCREASED49,73543,915+5,820+13%$6.9M$7.1K-$6.9M2026-10-26
Pittenger & Anderson Inc
UNCHANGED49,02049,02000%$7.7M$7.0M-$693.6K2026-11-02
Smithbridge Asset Management Inc
DECREASED48,69849,133-435-1%$7.7M$6.9M-$757.3K2026-10-19
Signaturefd, LLC
DECREASED48,63751,066-2,429-5%$8.0M$6.9M-$1.1M2026-10-23
Cullen Investment Group, Ltd.
DECREASED47,70255,534-7,832-14%$8.7M$6.9M-$1.8M2026-10-13
Evergreen Capital Management LLC
INCREASED46,85645,908+948+2%$7.2M$6.7M-$514.4K2026-10-23
Trust Co of Vermont
DECREASED46,23446,466-2320%$7.3M$6.6M-$690.6K2026-10-21
Factory Mutual Insurance Co
UNCHANGED45,06645,06600%$7.1M$6.4M-$637.7K2026-10-30
Daymark Wealth Partners, LLC
INCREASED43,92443,852+72+0%$6.9M$6.3M-$610.1K2026-11-04
Farther Finance Advisors, LLC
INCREASED41,22937,340+3,889+10%$5.9M$5.9M+$25.2K2026-10-08
Euro Pacific Asset Management, LLC
DECREASED41,10841,457-349-1%$4.9K$5.9M+$5.9M2026-11-03
Henry James International Management Inc.
UNCHANGED40,42740,42700%$6.3M$5.8M-$572.0K2026-10-14
Hamel Associates, Inc.
DECREASED40,32840,423-950%$6.3M$5.7M-$585.5K2026-11-06
Monte Financial Group, LLC
DECREASED40,29244,535-4,243-10%$7.0M$5.7M-$1.2M2026-11-02
Davenport & Co LLC
DECREASED39,67740,542-865-2%$6.4M$5.7M-$697.0K2026-10-14
First Pacific Financial
DECREASED39,66039,871-211-1%$6.2M$5.7M-$594.3K2026-10-14
Lido Advisors, LLC
INCREASED39,50136,804+2,697+7%$5.8M$5.6M-$136.3K2026-11-04
Carret Asset Management, LLC
DECREASED38,67839,278-600-2%$6.2M$5.5M-$641.3K2026-11-04
Argent Trust Co
DECREASED38,17639,948-1,772-4%$6.3M$5.4M-$817.9K2026-11-09
Choreo, LLC
DECREASED37,89639,193-1,297-3%$6.1M$5.4M-$739.7K2026-10-28
Gradient Investments LLC
INCREASED37,78037,294+486+1%$5.8M$5.4M-$458.4K2026-10-08
Farmers & Merchants Investments Inc
DECREASED35,88436,502-618-2%$5.7M$5.1M-$604.6K2026-10-22
Great Lakes Advisors, LLC
INCREASED35,86734,195+1,672+5%$5.4M$5.1M-$245.5K2026-11-06
Merit Financial Group, LLC
INCREASED35,73634,804+932+3%$5.5M$5.1M-$359.8K2026-11-06
Quartz Partners, LLC
DECREASED34,72534,861-1360%$5.5M$5.0M-$512.7K2026-11-03
Greenfield Seitz Capital Management, LLC
DECREASED33,52033,624-1040%$5.3M$4.8M-$490.6K2026-10-29
Arjuna Capital
INCREASED32,38628,989+3,397+12%$4.5M$4.6M+$74.1K2026-11-03
Triasima Portfolio Management inc.
DECREASED32,27544,755-12,480-28%$7.0M$4.6M-$2.4M2026-10-15
Chesley Taft & Associates LLC
DECREASED32,06032,410-350-1%$5.1M$4.6M-$508.5K2026-10-13
Americana Partners, LLC
INCREASED32,00431,396+608+2%$4.9M$4.6M-$357.6K2026-10-28
Fifth Third Bancorp
DECREASED31,97832,186-208-1%$5.0M$4.6M-$485.1K2026-11-05
South Shore Capital Advisors
INCREASED31,1692,870+28,299+986%$449.9K$4.5M+$4.0M2026-10-20
Cornerstone Wealth Group, LLC
INCREASED30,32129,903+418+1%$4.7M$4.3M-$363.5K2026-11-02
CIBC Asset Management Inc
INCREASED30,20028,084+2,116+8%$4.4M$4.3M-$92.8K2026-11-05
Compound Planning, Inc.
DECREASED29,66930,759-1,090-4%$4.8M$4.2M-$590.6K2026-11-09
Moors & Cabot, Inc.
INCREASED29,31528,770+545+2%$4.5M$4.2M-$329.4K2026-11-06
Azzad Asset Management Inc
DECREASED29,31430,427-1,113-4%$4.8M$4.2M-$589.2K2026-11-04
CWA Asset Management Group, LLC
DECREASED28,98429,083-990%$4.6M$4.1M-$425.7K2026-10-19
Prentiss Smith & Co Inc
DECREASED28,93929,004-650%$4.5M$4.1M-$419.7K2026-10-27
Fort Washington Investment Advisors Inc
DECREASED27,37928,866-1,487-5%$4.5M$3.9M-$620.5K2026-10-15
HB Wealth Management, LLC
INCREASED27,36719,549+7,818+40%$3.1M$3.9M+$838.0K2026-10-23
Northeast Investment Management
DECREASED27,28227,819-537-2%$4.4M$3.9M-$470.2K2026-10-30
NBT Bank, N.A.
DECREASED26,93727,417-480-2%$4.3M$3.8M-$456.4K2026-10-21
Woodmont Investment Counsel LLC
DECREASED26,64027,118-478-2%$4.2M$3.8M-$451.9K2026-10-29
Penobscot Investment Management Company, Inc.
UNCHANGED26,57726,57700%$4.2M$3.8M-$376.1K2026-10-26
Auto-Owners Insurance Co
DECREASED26,34733,570-7,223-22%$5.3M$3.8M-$1.5M2026-10-15
Baldwin Wealth Partners LLC
DECREASED26,28327,679-1,396-5%$4.3M$3.7M-$590.7K2026-10-13
Pekin Hardy Strauss, Inc.
UNCHANGED26,13626,13600%$4.1M$3.7M-$369.8K2026-11-02
Equitable Trust Co
DECREASED26,09226,861-769-3%$4.2M$3.7M-$489.7K2026-10-13
Naples Global Advisors, LLC
DECREASED26,01226,087-750%$4.1M$3.7M-$379.8K2026-11-05
apricus wealth, LLC
INCREASED25,94324,838+1,105+4%$3.9M$3.7M-$193.9K2026-10-26
Clearstead Advisors, LLC
INCREASED25,75125,239+512+2%$4.0M$3.7M-$284.7K2026-11-06
Telos Capital Management, Inc.
INCREASED25,74825,483+265+1%$4.0M$3.7M-$322.8K2026-11-02
Albert D Mason Inc
DECREASED25,69625,727-310%$4.0M$3.7M-$368.5K2026-10-27
Aaron Wealth Advisors LLC
INCREASED25,68624,810+876+4%$3.9M$3.7M-$226.2K2026-10-13
Diversify Wealth Management, LLC
INCREASED25,18220,054+5,128+26%$3.1M$3.8M+$656.3K2026-10-20
Diversify Advisory Services, LLC
INCREASED25,18220,054+5,128+26%$3.1M$3.8M+$656.3K2026-10-20
Moody Lynn Lieberson & Walker, LLC
DECREASED24,09828,965-4,867-17%$4.5M$3.4M-$1.1M2026-10-14
Mitchell & Pahl Private Wealth, LLC
INCREASED23,77023,278+492+2%$3.6M$3.4M-$259.2K2026-10-14
Shrier Wealth Management, LLC
DECREASED23,74923,884-135-1%$3.7M$3.4M-$357.2K2026-10-20
Concurrent Investment Advisors, LLC
INCREASED23,48120,676+2,805+14%$3.2M$3.3M+$107.4K2026-10-16
AMG National Trust Bank
DECREASED23,44924,015-566-2%$3.8M$3.3M-$420.5K2026-11-05
Patten & Patten Inc
DECREASED23,26923,369-1000%$3.7M$3.3M-$344.9K2026-10-26
Crossmark Global Holdings, Inc.
DECREASED23,09831,082-7,984-26%$4.9M$3.3M-$1.6M2026-10-21
Blue Square Asset Management, LLC
DECREASED23,09824,082-984-4%$3.8M$3.3M-$481.0K2026-11-02
Oppenheimer & Co Inc
DECREASED22,77523,885-1,110-5%$3.7M$3.2M-$496.2K2026-10-26
Third View Private Wealth, LLC
DECREASED22,59022,936-346-2%$3.6M$3.2M-$373.9K2026-10-30
Spectrum Asset Management, Inc. (NB )
DECREASED22,27222,804-532-2%$3.6M$3.2M-$398.5K2026-10-19
EagleClaw Capital Managment, LLC
DECREASED22,08723,712-1,625-7%$3.7M$3.1M-$567.2K2026-11-06
Tealwood Asset Management Inc
DECREASED21,96622,271-305-1%$3.5K$3.1K-$3582026-10-13
Kathmere Capital Management, LLC
DECREASED21,95122,990-1,039-5%$3.6M$3.1M-$473.4K2026-10-20
Old Port Advisors
INCREASED21,88221,266+616+3%$3.3M$3.1M-$213.1K2026-10-23
Woodley Farra Manion Portfolio Management Inc
DECREASED21,64426,308-4,664-18%$4.1M$3.1M-$1.0M2026-11-05
Great Valley Advisor Group, Inc.
DECREASED20,73221,792-1,060-5%$3.4M$3.0M-$459.8K2026-11-09
Perigon Wealth Management, LLC
DECREASED20,40220,563-161-1%$3.2M$2.9M-$314.0K2026-10-22
BAR Harbor Wealth Management
INCREASED20,2723,042+17,230+566%$476.7K$2.9M+$2.4M2026-10-21
Coastline Trust Co
DECREASED20,09520,595-500-2%$3.2M$2.9M-$362.7K2026-10-01
Hall Laurie J Trustee
DECREASED19,68622,897-3,211-14%$3.6M$2.8M-$781.8K2026-10-06
Cascade Investment Advisors, Inc.
DECREASED19,60020,060-460-2%$3.1M$2.8M-$349.4K2026-11-02
Dynamic Advisor Solutions LLC
INCREASED19,47017,912+1,558+9%$2.8M$2.8M-$31.3K2026-10-13
Beacon Financial Group
DECREASED19,35420,231-877-4%$3.2M$2.8M-$411.3K2026-10-19
Trust Co of Toledo NA
DECREASED18,93519,068-133-1%$3.0M$2.7M-$288.8K2026-10-16
Acadian Asset Management LLC
INCREASED18,79918,743+56+0%$2.9M$2.7K-$2.9M2026-11-09
Gibbs Wealth Management
INCREASED18,38815,081+3,307+22%$2.4M$2.6M+$258.1K2026-10-22
Patriot Financial Group Insurance Agency, LLC
INCREASED18,21717,411+806+5%$2.7M$2.6M-$131.5K2026-10-14
Parr Mcknight Wealth Management Group, LLC
DECREASED18,03818,651-613-3%$2.9M$2.6M-$351.3K2026-10-30
Prospera Financial Services Inc
DECREASED18,01828,070-10,052-36%$4.4M$2.9M-$1.5M2026-11-04
Beutel, Goodman & Co Ltd.
DECREASED18,01318,599-586-3%$2.9M$2.6K-$2.9M2026-11-04
Independent Investors Inc
UNCHANGED17,90017,90000%$2.8M$2.6M-$253.3K2026-10-30
Perennial Advisors, LLC
DECREASED17,80119,702-1,901-10%$3.1M$2.5M-$549.8K2026-10-13
Lester Murray Antman dba SimplyRich
UNCHANGED17,76317,76300%$2.8M$2.5M-$250.5K2026-11-06
Stackstone Wealth, LLC
NEW17,527—+17,527——$2.5M—2026-10-19
Everett Harris & Co
UNCHANGED17,36317,36300%$2.7M$2.5M-$245.7K2026-10-28
Optimist Retirement Group LLC
INCREASED17,20916,777+432+3%$2.6M$2.5M-$175.8K2026-10-30
Csenge Advisory Group
INCREASED17,18616,110+1,076+7%$2.5M$2.5M-$74.5K2026-11-04
Mission Wealth Management, LP
DECREASED17,06619,690-2,624-13%$3.1M$2.4M-$652.8K2026-10-15
Jamison Private Wealth Management, Inc.
INCREASED16,96916,888+81+0%$2.6M$2.4M-$227.4K2026-10-14
Kestra Private Wealth Services, LLC
DECREASED16,94119,054-2,113-11%$3.0M$2.4M-$570.9K2026-11-06
Benedict Financial Advisors Inc
DECREASED16,80017,055-255-1%$2.7M$2.4M-$277.7K2026-10-07
Nichols & Pratt Advisers LLP
DECREASED16,74517,297-552-3%$2.7M$2.4M-$348.9K2026-10-13
Ascent Wealth Partners, LLC
INCREASED16,71416,473+241+1%$2.6M$2.4M-$198.7K2026-10-23
Patten Group, Inc.
DECREASED16,56916,667-98-1%$2.6M$2.4M-$249.8K2026-10-26
Prime Capital Investment Advisors, LLC
DECREASED16,44616,577-131-1%$2.6M$2.3M-$253.2K2026-10-20
Coldstream Capital Management Inc
DECREASED16,42317,467-1,044-6%$2.7M$2.3M-$396.0K2026-11-09
China Universal Asset Management Co., Ltd.
DECREASED16,38449,000-32,616-67%$7.7M$2.4M-$5.3M2026-10-28
Northside Capital Management, LLC
DECREASED15,88416,724-840-5%$2.6M$2.3M-$356.4K2026-10-13
Ipswich Investment Management Co., Inc.
DECREASED15,78516,585-800-5%$2.6M$2.3M-$348.7K2026-10-13
Palisade Asset Management, LLC
INCREASED15,78515,639+146+1%$2.5M$2.3M-$200.5K2026-11-03
Ativo Capital Management LLC
INCREASED15,61815,609+9+0%$2.4M$2.2M-$219.6K2026-10-27
Regions Financial Corp
INCREASED15,57415,547+27+0%$2.4M$2.2M-$216.1K2026-11-05
Parallel Advisors, LLC
DECREASED15,49115,640-149-1%$2.5M$2.2M-$242.6K2026-11-03
Bailard, Inc.
INCREASED15,11913,869+1,250+9%$2.2M$2.2M-$18.0K2026-10-13
Quadcap Wealth Management, LLC
INCREASED14,98714,928+59+0%$2.3M$2.1M-$202.8K2026-11-02
Baker Ellis Asset Management LLC
UNCHANGED14,95014,95000%$2.3M$2.1M-$211.5K2026-10-14
Altman Advisors, Inc.
DECREASED14,88114,896-150%$2.3M$2.1M-$212.9K2026-11-05
Wealthcare Advisory Partners LLC
INCREASED14,8162,368+12,448+526%$371.1K$2.1M+$1.7M2026-10-21
First Affirmative Financial Network
NEW14,371—+14,371——$2.0M—2026-10-21
Value Partners Investments Inc.
INCREASED14,36012,450+1,910+15%$1.9M$2.1M+$102.6K2026-10-19
Marco Investment Management LLC
INCREASED14,29513,875+420+3%$2.2M$2.0M-$136.5K2026-11-09
Level Four Advisory Services, LLC
DECREASED14,19616,882-2,686-16%$2.6M$2.0M-$621.8K2026-11-06
Gamma Investing LLC
DECREASED14,01914,066-470%$2.2M$2.0M-$205.7K2026-10-08
Highland Capital Management, LLC
DECREASED13,52013,845-325-2%$2.2M$1.9M-$242.2K2026-10-26
Portside Wealth Group, LLC
INCREASED13,51312,409+1,104+9%$1.9M$1.9M-$18.2K2026-10-20
Simplex Trading, LLC
NEW13,509—+13,509——$1.9M—2026-11-04
Lowe Brockenbrough & Co Inc
DECREASED13,50113,636-135-1%$2.1M$1.9M-$212.2K2026-11-09
Northstar Asset Management Co
DECREASED13,47513,875-400-3%$2.2M$2.1M-$76.6K2026-10-22
Abundance Wealth Counselors
DECREASED13,43415,874-2,440-15%$2.5M$1.9M-$572.5K2026-10-26
Florida Trust Wealth Management Co
INCREASED13,43113,186+245+2%$2.1M$1.9M-$151.7K2026-11-05
Personal CFO Solutions, LLC
DECREASED13,29713,900-603-4%$2.2M$1.9M-$282.7K2026-11-06
Park National Corp
DECREASED13,27414,119-845-6%$2.2M$1.9M-$320.3K2026-10-05
Catalyst Capital Advisors LLC
DECREASED13,22041,842-28,622-68%$6.6M$1.9M-$4.7M2026-11-02
Apollon Wealth Management, LLC
INCREASED13,07210,037+3,035+30%$1.6M$1.9M+$290.7K2026-10-23
Geneos Wealth Management Inc.
INCREASED13,00411,132+1,872+17%$1.7M$1.9M+$109.4K2026-11-09
Cornerstone Planning, LLC
INCREASED12,94312,843+100+1%$2.0M$2.0M-$42.0K2026-10-27
OpenArc Corporate Advisory, LLC
DECREASED12,93413,228-294-2%$2.1M$1.8M-$229.1K2026-10-21
Greenleaf Trust
DECREASED12,91214,361-1,449-10%$2.3M$1.8M-$409.8K2026-10-29
Boit C F David
UNCHANGED12,80012,80000%$2.0M$1.8M-$181.1K2026-10-29
MGO One Seven LLC
DECREASED12,75825,560-12,802-50%$4.0M$1.8M-$2.2M2026-10-28
TD Private Client Wealth LLC
DECREASED12,74212,892-150-1%$2.0M$1.8M-$203.8K2026-10-28
NorthCrest Asset Manangement, LLC
DECREASED12,67412,983-309-2%$2.0M$1.8M-$193.7K2026-10-13
Arnhold LLC
UNCHANGED12,63612,63600%$2.0M$1.8M-$178.8K2026-10-26
First Command Advisory Services, Inc.
INCREASED12,5824,108+8,474+206%$643.8K$1.8M+$1.2M2026-11-05
Sterling Capital Management LLC
DECREASED12,54412,692-148-1%$2.0M$1.8M-$200.7K2026-10-22
Plancorp, LLC
INCREASED12,37512,291+84+1%$1.9M$2.0M+$104.7K2026-11-03
Harel Insurance Investments & Financial Services Ltd.
INCREASED12,36611,662+704+6%$1.8M$1.8K-$1.8M2026-11-02
Henshaw Capital LLC
UNCHANGED12,29512,29500%$1.9M$1.8M-$174.0K2026-11-03
Abel Hall, LLC
DECREASED12,24414,598-2,354-16%$2.3M$1.7M-$542.2K2026-10-19
Compass Wealth Management LLC
DECREASED12,09712,747-650-5%$2.0M$1.7M-$273.0K2026-10-22
Ashton Thomas Private Wealth, LLC
INCREASED12,00411,663+341+3%$1.8M$1.7M-$116.4K2026-11-03
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED12,00012,00000%$1.9M$1.9M$02026-10-15
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED11,90611,917-110%$1.9M$1.7M-$170.2K2026-10-23
Carnegie Investment Counsel
INCREASED11,88211,834+48+0%$1.9M$1.7M-$160.6K2026-10-20
Glass Wealth Management Co LLC
DECREASED11,65511,690-350%$1.8M$1.7M-$170.4K2026-10-28
Brighton Jones LLC
INCREASED11,6018,709+2,892+33%$1.4M$1.7M+$289.0K2026-11-03
Ascent Group, LLC
DECREASED11,54712,806-1,259-10%$2.0M$1.6M-$360.7K2026-10-30
Thrivent Financial for Lutherans
INCREASED11,5258,694+2,831+33%$1.4M$1.6K-$1.4M2026-11-05
Parsons Capital Management Inc
DECREASED11,26811,795-527-4%$1.8M$1.6M-$242.0K2026-10-28
Frank, Rimerman Advisors LLC
DECREASED11,20911,569-360-3%$1.8M$1.6M-$215.0K2026-10-16
AlTi Global, Inc.
INCREASED11,1743,280+7,894+241%$514.0K$1.6M+$1.1M2026-11-09
Williams Jones Wealth Management, Llc.
DECREASED11,00311,157-154-1%$1.7M$1.6M-$179.8K2026-11-05
J.W. Cole Advisors, Inc.
INCREASED10,97910,929+50+0%$1.7M$1.6M-$147.6K2026-11-05
Provenance Wealth Advisors, LLC
INCREASED10,936637+10,299+1617%$99.8K$1.6M+$1.5M2026-10-30
CMH Wealth Management LLC
DECREASED10,87811,433-555-5%$1.8M$1.6M-$240.9K2026-10-22
Versant Capital Management, Inc
DECREASED10,71910,771-520%$1.7M$1.5M-$159.8K2026-10-02
Advisory Resource Group
INCREASED10,6889,787+901+9%$1.5M$1.5M-$10.1K2026-10-26
Sepio Capital, LP
DECREASED10,57313,731-3,158-23%$2.2M$1.5M-$644.6K2026-10-22
Nicholas Hoffman & Company, Llc.
INCREASED10,4369,771+665+7%$1.5M$1.5M-$43.4K2026-10-30
Guyasuta Investment Advisors Inc
DECREASED10,43210,767-335-3%$1.7M$1.5M-$200.1K2026-10-15
Sagespring Wealth Partners, LLC
DECREASED10,32310,590-267-3%$1.7M$1.5M-$187.9K2026-10-22
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED10,2849,361+923+10%$1.5M$1.5M-$8662026-10-27
Trust Co of Oklahoma
DECREASED10,24110,723-482-4%$1.7M$1.5M-$220.4K2026-10-15
Occidental Asset Management, LLC
INCREASED10,14110,018+123+1%$1.6M$1.4M-$124.2K2026-11-05
Kimelman & Baird, LLC
INCREASED10,0506,850+3,200+47%$1.1M$1.4M+$359.3K2026-11-03
Solutions 4 Wealth, Ltd
UNCHANGED10,02610,02600%$1.6M$1.4M-$141.9K2026-11-03
Rose Capital Advisors LLC
NEW10,017—+10,017——$1.4M—2026-11-04
Agate Pass Investment Management, LLC
INCREASED10,0039,950+53+1%$1.6M$1.4M-$133.2K2026-10-20
Old National Bancorp
INCREASED9,8979,844+53+1%$1.5M$1.4M-$131.7K2026-10-20
HUB Investment Partners, LLC
DECREASED9,8859,958-73-1%$1.6M$1.4M-$151.3K2026-11-03
Pine Valley Investments Ltd Liability Co
UNCHANGED9,8639,86300%$1.5M$1.4M-$139.6K2026-11-09
Kentucky Trust Co
DECREASED9,80010,312-512-5%$1.6M$1.4M-$218.9K2026-10-15
Wilmington Savings Fund Society, FSB
DECREASED9,76011,307-1,547-14%$1.8M$1.4M-$380.6K2026-10-23
PDS Planning, Inc
INCREASED9,7229,632+90+1%$1.5M$1.4M-$123.5K2026-11-03
Leo Wealth, LLC
NEW9,718—+9,718——$1.4M—2026-10-26
Mather Group, Llc.
INCREASED9,7089,570+138+1%$1.5M$1.4M-$115.7K2026-10-14
Brookstone Capital Management
DECREASED9,66911,103-1,434-13%$1.7M$1.4M-$361.6K2026-10-22
Retirement Guys Formula LLC
INCREASED9,6319,489+142+2%$1.5M$1.4M-$114.0K2026-10-26
Cullen T Bankers, Inc.
INCREASED9,5899,463+126+1%$1.5M$1.4M-$115.9K2026-10-28
WealthPlan Investment Management, LLC
DECREASED9,5409,630-90-1%$1.5M$1.4M-$149.1K2026-10-15
Valeo Financial Advisors, LLC
INCREASED9,4759,310+165+2%$1.5M$1.4M-$108.2K2026-10-08
May Hill Capital, LLC
INCREASED9,4279,081+346+4%$1.4M$1.3M-$79.2K2026-11-03
Foyston, Gordon & Payne Inc
INCREASED9,4239,044+379+4%$1.5M$1.3M-$122.4K2026-11-02
1620 Investment Advisors, Inc.
INCREASED9,3999,183+216+2%$1.4M$1.3M-$99.1K2026-11-04
Venture Visionary Partners LLC
DECREASED9,2509,396-146-2%$1.5M$1.3M-$153.8K2026-10-07
Avidian Wealth Enterprises, LLC
INCREASED9,1528,699+453+5%$1.4M$1.3M-$58.5K2026-10-08
AlphaCore Capital LLC
DECREASED9,1019,658-557-6%$1.5M$1.3M-$216.2K2026-11-04
Mystic Asset Management, Inc.
UNCHANGED9,0699,06900%$1.4M$1.3M-$128.3K2026-10-15
Boston Common Asset Management, LLC
DECREASED9,01091,740-82,730-90%$14.4M$1.3M-$13.1M2026-10-13
Elser Financial Planning, Inc
UNCHANGED8,9788,97800%$1.4M$1.3M-$127.0K2026-10-16
KCM Investment Advisors LLC
DECREASED8,9039,075-172-2%$1.4M$1.3M-$152.9K2026-10-27
HF Advisory Group, LLC
INCREASED8,8978,551+346+4%$1.3M$1.3M-$71.7K2026-10-09
Wedmont Private Capital
INCREASED8,8905,894+2,996+51%$908.0K$1.3M+$364.3K2026-10-09
Diversified Trust Co
INCREASED8,8118,626+185+2%$1.4M$1.3M-$95.7K2026-11-06
Fifth Third Wealth Advisors LLC
DECREASED8,7148,738-240%$1.4M$1.2M-$127.1K2026-10-22
Beaton Management Co. Inc.
DECREASED8,7068,873-167-2%$1.4M$1.2K-$1.4M2026-11-09
Novem Group
DECREASED8,6388,727-89-1%$1.4M$1.2M-$136.1K2026-10-19
Ashton Thomas Securities, LLC
NEW8,515—+8,515——$1.2M—2026-10-26
Jacobi Capital Management LLC
INCREASED8,4928,245+247+3%$1.3M$1.2M-$81.4K2026-11-05
Fiera Capital Corp
DECREASED8,445149,665-141,220-94%$23.5M$1.2M-$22.3M2026-11-06
Valmark Advisers, Inc.
INCREASED8,3748,050+324+4%$1.3M$1.2M-$67.7K2026-11-06
Cambridge Advisors Inc.
DECREASED8,3568,475-119-1%$1.3M$1.2M-$136.9K2026-10-19
Northcape Wealth Management, LLC
INCREASED8,3218,271+50+1%$1.3M$1.2M-$109.9K2026-11-04
Yankcom Partnership
DECREASED8,2848,346-62-1%$1.3M$1.2M-$126.9K2026-10-15
Clear Creek Financial Management, LLC
INCREASED8,2728,250+22+0%$1.3M$1.2M-$113.6K2026-10-28
Abacus Wealth Partners, LLC
DECREASED8,1658,613-448-5%$1.3M$1.2M-$185.7K2026-11-03
Independence Bank of Kentucky
INCREASED8,0687,882+186+2%$1.2M$1.2M-$85.0K2026-10-26
Unique Wealth Strategies, LLC
UNCHANGED7,9927,99200%$1.3M$1.3M$02026-10-13
Five Oceans Advisors
UNCHANGED7,9087,90800%$1.2M$1.1M-$111.9K2026-10-22
Delphi Management Inc
DECREASED7,8277,982-155-2%$1.3M$1.1K-$1.2M2026-11-05
Leisure Capital Management
INCREASED7,8021,549+6,253+404%$242.8K$1.1M+$869.6K2026-11-03
Montag A & Associates Inc
DECREASED7,7827,847-65-1%$1.2M$1.1M-$120.3K2026-10-29
Valley National Advisers Inc
DECREASED7,7457,794-49-1%$1.2M$1.1M-$117.3K2026-10-23
Sage Rhino Capital LLC
DECREASED7,7327,947-215-3%$1.2M$1.1M-$143.1K2026-10-28
Chilton Capital Management LLC
INCREASED7,6667,290+376+5%$1.1M$1.1M-$49.5K2026-10-28
Aprio Wealth Management, LLC
DECREASED7,6598,513-854-10%$1.3M$1.1M-$242.2K2026-10-28
Lantz Financial LLC
INCREASED7,6367,596+40+1%$1.2M$1.1M-$101.8K2026-10-15
Private Trust Co NA
INCREASED7,5696,324+1,245+20%$991.1K$1.1M+$88.0K2026-10-20
Avior Wealth Management, LLC
DECREASED7,5258,335-810-10%$1.3M$1.1M-$233.4K2026-10-13
Guardian Partners Inc.
DECREASED7,5257,965-440-6%$1.2M$1.1M-$175.4K2026-10-21
Kennon-Green & Company, LLC
DECREASED7,4127,452-40-1%$1.2M$1.1M-$111.1K2026-10-05
Harbour Trust & Investment Management Co
DECREASED7,3987,649-251-3%$1.2M$1.1M-$144.0K2026-10-28
Madson Wealth Advisors Inc
DECREASED7,2727,299-270%$1.1M$1.0M-$107.1K2026-10-13
Chicago Trust Co NA
DECREASED7,2648,320-1,056-13%$1.3M$1.0M-$268.3K2026-10-28
Welch Group, LLC
UNCHANGED7,2627,26200%$1.1M$1.0M-$102.8K2026-10-29
Central Trust Co
DECREASED7,2597,518-259-3%$1.2M$1.0M-$143.3K2026-11-05
St. Clair Advisors, LLC
UNCHANGED7,0927,09200%$1.1M$1.0M-$100.4K2026-10-13
SevenBridge Financial Group, LLC
DECREASED7,0627,267-205-3%$1.1M$1.1M-$51.0K2026-10-26
Associated Banc-Corp
DECREASED7,0247,039-150%$1.1M$1.0M-$101.7K2026-10-30
Blue Trust, Inc.
DECREASED6,9389,700-2,762-28%$1.5M$989.1K-$531.0K2026-10-15
New Hampshire Trust
DECREASED6,8177,170-353-5%$1.1M$971.9K-$151.8K2026-10-20
StrongBox Wealth, LLC
DECREASED6,7626,789-270%$1.1M$964.1K-$99.9K2026-11-02
Mezzasalma Advisors, LLC
DECREASED6,7356,965-230-3%$1.1M$960.2K-$131.3K2026-10-14
Applied Finance Capital Management, LLC
INCREASED6,7196,260+459+7%$981.1K$957.9K-$23.1K2026-11-03
First Horizon Corp
INCREASED6,6896,664+25+0%$1.0M$953.7K-$90.7K2026-10-26
Clear Harbor Asset Management, LLC
INCREASED6,6634,273+2,390+56%$669.7K$949.9K+$280.3K2026-11-05
Cypress Asset Management Inc
DECREASED6,6036,760-157-2%$1.1M$941.4K-$118.0K2026-10-09
AdvisorShares Investments LLC
DECREASED6,5327,171-639-9%$1.1M$931.3K-$192.6K2026-11-09
Curbstone Financial Management Corp
UNCHANGED6,5326,53200%$1.0M$931.3K-$92.4K2026-10-21
King Luther Capital Management Corp
INCREASED6,5266,446+80+1%$1.0M$930.4K-$79.8K2026-11-05
Jeppson Wealth Management, LLC
INCREASED6,5075,873+634+11%$920.4K$927.7K+$7.3K2026-10-20
Joel Isaacson & Co., LLC
UNCHANGED6,4866,48600%$1.0M$924.7K-$91.8K2026-11-05
Harrell Investment Partners, LLC
DECREASED6,4596,498-39-1%$1.0M$920.8K-$97.6K2026-10-15
Investment Research Partners LLC
DECREASED6,3996,950-551-8%$1.1M$912.3K-$176.9K2026-10-19
Beacon Investment Advisory Services, Inc.
INCREASED6,3973,260+3,137+96%$510.9K$912.0K+$401.1K2026-10-13
UMB Bank, n.a.
DECREASED6,3976,571-174-3%$1.0M$912.0K-$117.8K2026-11-06
Eastern Bank
DECREASED6,3926,744-352-5%$1.1M$911.3K-$145.6K2026-10-05
SouthState Bank Corp
DECREASED6,3737,021-648-9%$1.1M$908.6K-$191.7K2026-11-09
LEE Danner & Bass Inc
UNCHANGED6,3406,34000%$993.6K$903.9K-$89.7K2026-10-27
Gilliland Jeter Wealth Management LLC
DECREASED6,3256,398-73-1%$1.0M$901.8K-$100.9K2026-10-28
Marotta Asset Management
DECREASED6,3186,351-33-1%$978.9K$900.8K-$78.2K2026-10-02
Pinnacle Wealth Planning Services, Inc.
DECREASED6,3156,438-123-2%$1.0M$900.3K-$108.6K2026-10-27
Trust Point Inc.
DECREASED6,2826,344-62-1%$994.2K$895.6K-$98.6K2026-10-27
Jnba Financial Advisors
UNCHANGED6,2816,28100%$984.3K$895.4K-$88.9K2026-11-03
Axxcess Wealth Management, LLC
DECREASED6,26710,748-4,481-42%$1.7M$893.5K-$790.9K2026-10-21
Motco
INCREASED6,2636,233+30+0%$976.8K$892.9K-$83.9K2026-11-09
Sowell Financial Services LLC
DECREASED6,2006,566-366-6%$1.0M$883.9K-$145.2K2026-10-23
1900 Wealth Management LLC
UNCHANGED6,1536,15300%$964.3K$877.2K-$87.1K2026-10-13
Traynor Capital Management, Inc.
INCREASED6,1175,144+973+19%$806.2K$872.1K+$65.9K2026-10-29
Romano Brothers and Company
DECREASED6,0976,797-700-10%$1.1M$869.2K-$196.0K2026-10-22
Heritage Wealth Management, Inc.
UNCHANGED6,0526,05200%$948.4K$862.8K-$85.6K2026-10-28
Fulton Bank, N.A.
INCREASED6,0425,679+363+6%$890.0K$861.4K-$28.6K2026-10-14
Kennedy Investment Group, Inc.
INCREASED6,0085,972+36+1%$936.0K$856.6K-$79.4K2026-10-21
Simplicity Wealth,LLC
DECREASED5,9575,984-270%$937.7K$849.2K-$88.5K2026-10-23
Cypress Capital Group
DECREASED5,9165,941-250%$931.1K$843.4K-$87.6K2026-11-03
Cerro Pacific Wealth Advisors LLC
NEW5,909—+5,909——$842.4K—2026-10-22
Bangor Savings Bank
INCREASED5,8965,752+144+3%$901.5K$840.6K-$60.9K2026-10-06
Bryn Mawr Trust Advisors, LLC
DECREASED5,8695,909-40-1%$926.0K$836.7K-$89.3K2026-11-04
Peoples Bank
UNCHANGED5,7905,79000%$907.4K$825.5K-$81.9K2026-10-09
West Family Investments, Inc.
DECREASED5,7795,931-152-3%$929.5K$823.9K-$105.6K2026-11-09
Dickmeyer Boyce Financial Management, Inc.
UNCHANGED5,7625,76200%$903.0K$821.5K-$81.5K2026-10-08
Radnor Capital Management, LLC
UNCHANGED5,7255,72500%$897.2K$816.2K-$81.0K2026-10-23
First Citizens Bank & Trust Co
INCREASED5,7065,507+199+4%$863.1K$813.5K-$49.6K2026-10-14
Indivisible Partners
INCREASED5,6934,463+1,230+28%$699.4K$811.7K+$112.2K2026-10-26
Davis Investment Partners, LLC
UNCHANGED5,6585,65800%$886.8K$806.7K-$80.1K2026-11-05
Belpointe Asset Management LLC
NEW5,655—+5,655——$806.2K—2026-11-09
Fortis Capital Advisors, LLC
NEW5,655—+5,655——$806.2K—2026-11-09
Arlington Trust Co LLC
INCREASED5,620288+5,332+1851%$45.1K$801.2K+$756.1K2026-10-20
Xponance LLC
INCREASED5,6034,891+712+15%$766.5K$798.8K+$32.3K2026-11-03
Means Investment Co., Inc.
DECREASED5,5936,330-737-12%$992.0K$797.5K-$194.6K2026-11-03
Neville Rodie & Shaw Inc
DECREASED5,5605,610-50-1%$879$793-$862026-10-05
Penbrook Management LLC
UNCHANGED5,5405,54000%$868.2K$789.8K-$78.4K2026-10-16
Modera Wealth Management, LLC
DECREASED5,5366,102-566-9%$956.3K$789.3K-$167.0K2026-10-28
Harbour Investments, Inc.
DECREASED5,5106,599-1,089-16%$1.0M$785.5K-$248.7K2026-11-09
Aspen Wealth Management LLC
DECREASED5,4805,661-181-3%$887.2K$781.3K-$105.9K2026-10-14
Compass Financial Management LLC
INCREASED5,4645,335+129+2%$819.1K$779.0K-$40.1K2026-10-30
Forza Wealth Management, LLC
INCREASED5,4475,274+173+3%$826.5K$776.6K-$50.0K2026-10-20
Diesslin Group, Inc.
UNCHANGED5,4345,43400%$851.7K$774.8K-$76.9K2026-10-14
Texas Bank & Trust Co
DECREASED5,4275,429-20%$850.8K$773.7K-$77.1K2026-11-04
Altus Wealth Group LLC
DECREASED5,4145,463-49-1%$856.2K$771.9K-$84.3K2026-10-20
MB, Levis & Associates, LLC
UNCHANGED5,4105,41000%$847.9K$771.3K-$76.6K2026-10-16
NTV Asset Management LLC
DECREASED5,3945,744-350-6%$900.2K$769.0K-$131.2K2026-10-23
Resonant Capital Advisors, LLC
DECREASED5,3916,007-616-10%$941.4K$768.6K-$172.8K2026-10-15
B. Riley Wealth Advisors, Inc.
INCREASED5,3764,886+490+10%$769.9K$766.4K-$3.5K2026-10-13
XML Financial, LLC
DECREASED5,3365,376-40-1%$842.5K$760.8K-$81.8K2026-10-29
Ariadne Wealth Management, LP
UNCHANGED5,3195,31900%$833.6K$758.3K-$75.3K2026-11-06
Alhambra Investment Management LLC
DECREASED5,3175,321-40%$833.9K$758.0K-$75.9K2026-10-15
Kennebec Savings Bank
INCREASED5,2085,163+45+1%$809.1K$742.5K-$66.6K2026-10-22
FDx Advisors, Inc.
DECREASED5,1955,362-167-3%$840.0K$741-$839.3K2026-11-09
Anchyra Partners LLC
INCREASED5,1824,265+917+22%$668.4K$738.8K+$70.4K2026-10-13
Bradyco, Inc.
DECREASED5,1415,841-700-12%$915.4K$733.0K-$182.5K2026-11-03
E&G Advisors, LLC
UNCHANGED5,1275,12700%$803.5K$731.0K-$72.5K2026-10-13
Freestone Capital Holdings, LLC
INCREASED5,1024,448+654+15%$697.1K$727.4K+$30.3K2026-11-09
Hilltop National Bank
INCREASED5,0811,960+3,121+159%$307.2K$724.4K+$417.2K2026-10-14
O'Brien Greene & Co. Inc
UNCHANGED5,0815,08100%$796.3K$724.4K-$71.9K2026-11-05
Larry Mathis Financial Planning, LLC
DECREASED5,0545,510-456-8%$863.5K$720.5K-$143.0K2026-10-26
RFG Advisory, LLC
INCREASED5,0334,861+172+4%$761.9K$717.6K-$44.3K2026-11-03
Meriwether Wealth & Planning, LLC
DECREASED5,0176,134-1,117-18%$961.3K$715.3K-$246.0K2026-10-13
Burns J W & Co Inc
INCREASED4,9654,915+50+1%$770.3K$707.9K-$62.4K2026-10-20
Calamos Wealth Management LLC
INCREASED4,9294,898+31+1%$767.7K$702.8K-$64.9K2026-11-02
Crestwood Advisors Group, LLC
DECREASED4,9185,428-510-9%$850.6K$701.1K-$149.5K2026-10-27
BXM Wealth LLC
INCREASED4,9074,840+67+1%$758.5K$699.6K-$58.9K2026-11-03
JFS Wealth Advisors, LLC
UNCHANGED4,8934,89300%$766.8K$697.6K-$69.2K2026-11-03
Principle Wealth Partners LLC
INCREASED4,8604,772+88+2%$747.9K$692.9K-$55.0K2026-11-02
Baker Tilly Wealth Management, LLC
INCREASED4,8364,097+739+18%$642.1K$689.5K+$47.4K2026-10-05
Essex Bank
DECREASED4,7864,797-110%$751.8K$682.3K-$69.4K2026-10-16
Natural Investments, LLC
DECREASED4,7705,116-346-7%$801.0K$680.0K-$121.0K2026-11-06
Mesirow Financial Investment Management, Inc.
INCREASED4,7504,341+409+9%$680.4K$677.3K-$3.1K2026-11-05
Yousif Capital Management, LLC
DECREASED4,7414,811-70-1%$754.0K$675.9K-$78.1K2026-10-22
Net Worth Advisory Group
INCREASED4,7294,571+158+3%$716.4K$667.0K-$49.4K2026-10-20
Veracity Capital LLC
DECREASED4,7264,760-34-1%$746.0K$673.8K-$72.2K2026-10-08
GC Wealth Management RIA, LLC
DECREASED4,7196,349-1,630-26%$995.0K$672.8K-$322.2K2026-11-02
Valley Brook Capital Group, Inc.
UNCHANGED4,7174,71700%$739.2K$672.5K-$66.7K2026-10-26
Cordatus Wealth Management LLC
INCREASED4,6974,593+104+2%$719.8K$669.6K-$50.2K2026-10-19
Atlas Capital Advisors Inc.
INCREASED4,6811,181+3,500+296%$185.1K$550.7K+$365.6K2026-11-09
Grimes & Co Wealth Management, LLC
DECREASED4,6764,716-40-1%$739.0K$666.6K-$72.4K2026-10-29
Visionary Horizons, LLC
INCREASED4,6604,636+24+1%$726.6K$664.4K-$62.2K2026-10-22
Nilsine Partners, LLC
DECREASED4,6424,809-167-3%$753.7K$661.8K-$91.9K2026-11-02
Squarepoint Ops LLC
INCREASED4,6402,676+1,964+73%$419.4K$661.5K+$242.1K2026-11-09
Parkside Financial Bank & Trust
DECREASED4,6225,146-524-10%$806.5K$659.0K-$147.5K2026-10-27
Mraz, Amerine & Associates, Inc.
INCREASED4,6044,552+52+1%$713.4K$656.4K-$57.0K2026-10-30
Cyndeo Wealth Partners, LLC
INCREASED4,5834,490+93+2%$703.7K$653.4K-$50.3K2026-10-16
Rossmore Private Capital
UNCHANGED4,5814,58100%$717.9K$653.1K-$64.8K2026-10-27
Sigma Planning Corp
DECREASED4,5774,740-163-3%$742.9K$638.1K-$104.8K2026-10-23
MW Advisory, LLC
INCREASED4,5613,834+727+19%$600.9K$650.3K+$49.4K2026-10-19
Hanson & Doremus Investment Management
UNCHANGED4,5284,52800%$710.0K$646-$709.4K2026-10-16
Klingman & Associates, LLC
DECREASED4,5214,523-20%$708.8K$644.6K-$64.3K2026-10-20
Almanack Investment Partners, Llc.
DECREASED4,5014,703-202-4%$737.1K$641.7K-$95.3K2026-11-03
IFP Advisors, Inc
INCREASED4,4654,068+397+10%$637.5K$636.6K-$9622026-10-16
Monument Capital Management
DECREASED4,4485,076-628-12%$795.5K$634.2K-$161.4K2026-10-09
Leonard Rickey Investment Advisors P.L.L.C.
DECREASED4,4084,626-218-5%$724.9K$628.4K-$96.5K2026-10-29
Financial & Tax Architects, LLC
NEW4,392—+4,392——$626.2K—2026-10-15
Fiduciary Financial Group, LLC
INCREASED4,3673,929+438+11%$615.8K$622.6K+$6.9K2026-10-13
Stablepoint Partners, LLC
DECREASED4,3644,530-166-4%$709.9K$622.2K-$87.8K2026-11-03
Bedel Financial Consulting, Inc.
UNCHANGED4,3264,32600%$678.0K$616.8K-$61.2K2026-11-06
Presilium Private Wealth, LLC
DECREASED4,3034,603-300-7%$721.4K$613.5K-$107.9K2026-10-26
HBK Sorce Advisory LLC
DECREASED4,3014,494-193-4%$694.1K$696.5K+$2.4K2026-11-06
D'Orazio & Associates, Inc.
DECREASED4,2924,370-78-2%$684.9K$611.9K-$73.0K2026-11-04
Expressive Wealth LLC
INCREASED4,2553,853+402+10%$603.8K$606.6K+$2.8K2026-11-09
HighPoint Advisor Group LLC
DECREASED4,2515,024-773-15%$787.4K$606.1K-$181.3K2026-11-09
Wedbush Securities Inc
DECREASED4,2354,405-170-4%$690.0K$604-$689.4K2026-10-22
First City Capital Management, Inc.
DECREASED4,2344,298-64-1%$673.5K$603.6K-$69.9K2026-10-27
Marino, Stram & Associates LLC
DECREASED4,2084,413-205-5%$691.7K$600.0K-$91.7K2026-10-22
Mill Capital Management, LLC
UNCHANGED4,2054,20500%$659.0K$599.5K-$59.5K2026-10-26
Cherokee Insurance Co
INCREASED4,2003,500+700+20%$548.5K$598.8K+$50.3K2026-11-05
Cullinan Associates Inc
DECREASED4,2004,700-500-11%$736.6K$598.8K-$137.8K2026-11-03
Angeles Wealth Management, LLC
DECREASED4,1274,448-321-7%$697.2K$588.5K-$108.7K2026-10-26
Cromwell Holdings LLC
UNCHANGED4,1174,11700%$645.2K$587.0K-$58.3K2026-10-28
Argyle Capital Partners, LLC
DECREASED4,0864,094-80%$641.6K$582.5K-$59.1K2026-10-23
Pinnacle West Asset Management, Inc.
DECREASED4,0704,155-85-2%$651.0K$580-$650.4K2026-11-09
S.A. Mason LLC
UNCHANGED4,0404,04000%$633.1K$576.0K-$57.2K2026-10-13
Greenspring Advisors, LLC
DECREASED4,0344,173-139-3%$654.0K$575.1K-$78.9K2026-11-05
Optas, LLC
DECREASED4,0204,098-78-2%$642.2K$573.1K-$69.1K2026-11-09
Verdence Capital Advisors LLC
INCREASED4,0084,005+3+0%$627.7K$571.4K-$56.2K2026-10-26
Nwam LLC
INCREASED4,0073,473+534+15%$544.3K$571.3K+$27.0K2026-11-09
Oarsman Capital, Inc.
UNCHANGED4,0064,00600%$627.8K$571.1K-$56.7K2026-11-05
SYM Financial Corp
INCREASED3,9923,984+8+0%$624.4K$569.1K-$55.2K2026-10-26
Wesbanco Bank Inc
DECREASED3,9204,191-271-6%$656.8K$558.9K-$97.9K2026-11-04
EverSource Wealth Advisors, LLC
DECREASED3,8954,064-169-4%$636.9K$555.2K-$81.7K2026-11-04
Smith Salley Wealth Management
UNCHANGED3,8923,89200%$610.0K$554.9K-$55.1K2026-11-03
Interchange Capital Partners, LLC
INCREASED3,8693,832+37+1%$600.6K$551.6K-$48.9K2026-10-28
Violich Capital Management, Inc.
DECREASED3,8473,947-100-3%$618.6K$548.5K-$70.1K2026-10-05
Seven Mile Advisory
DECREASED3,8433,996-153-4%$626.3K$547.9K-$78.4K2026-10-22
Sovran Advisors, LLC
DECREASED3,8414,829-988-20%$772.0K$618.7K-$153.3K2026-11-02
Heck Capital Advisors, LLC
INCREASED3,8393,415+424+12%$535.2K$547.3K+$12.1K2026-10-14
Verity Asset Management, Inc.
UNCHANGED3,8233,82300%$599.1K$545.0K-$54.1K2026-10-30
CV Advisors LLC
UNCHANGED3,8003,80000%$595.5K$541.8K-$53.8K2026-10-13
Hollow Brook Wealth Management LLC
UNCHANGED3,7883,78800%$593.7K$540.1K-$53.6K2026-10-29
Roxbury Financial LLC
UNCHANGED3,7823,78200%$592.8K$539.2K-$53.5K2026-10-01
Aull & Monroe Investment Management Corp
UNCHANGED3,7713,77100%$591.0K$537.6K-$53.4K2026-10-16
55 North Private Wealth, LLC
INCREASED3,7623,497+265+8%$548.1K$536.4K-$11.7K2026-10-20
SmartHarvest Portfolios, LLC
DECREASED3,7594,670-911-20%$731.9K$536.0K-$195.9K2026-10-26
Brucke Financial, Inc.
INCREASED3,7552,999+756+25%$470.0K$535.4K+$65.3K2026-10-23
Burke & Herbert Bank & Trust Co
DECREASED3,7473,847-100-3%$602.9K$534.2K-$68.7K2026-11-02
Harbour Capital Advisors, LLC
INCREASED3,7293,599+130+4%$554.4K$531.6K-$22.8K2026-10-13
Washington Trust Co
DECREASED3,7174,467-750-17%$700.1K$529.9K-$170.1K2026-10-22
Aspen Investment Management Inc
DECREASED3,7023,736-34-1%$586$528-$582026-11-05
Cohen Investment Advisors LLC
INCREASED3,6463,555+91+3%$557.1K$519.8K-$37.3K2026-10-20
Intergy Private Wealth, LLC
DECREASED3,6443,740-96-3%$586.1K$519.5K-$66.6K2026-10-16
Acorn Creek Capital LLC
DECREASED3,6233,727-104-3%$584.1K$516.5K-$67.6K2026-11-05
Tred Avon Family Wealth, LLC
UNCHANGED3,6123,61200%$566.1K$515.0K-$51.1K2026-10-20
Institute for Wealth Management, Llc.
DECREASED3,6113,614-30%$566.5K$514.8K-$51.6K2026-11-06
Patton Albertson Miller Group, LLC
DECREASED3,6103,695-85-2%$579.1K$514.7K-$64.4K2026-10-26
Kanawha Capital Management LLC
DECREASED3,5983,608-100%$565.5K$513.0K-$52.5K2026-10-19
Family Capital Management, Inc.
INCREASED3,5913,309+282+9%$518.6K$512.0K-$6.6K2026-11-03
Claro Advisors Inc.
INCREASED3,5622,366+1,196+51%$370.8K$507.7K+$136.9K2026-11-02
Split Creek LLC DBA Split Creek Capital LLC
DECREASED3,5523,791-239-6%$594.1K$506.4K-$87.7K2026-11-02
Traveka Wealth, LLC
INCREASED3,5483,165+383+12%$496.0K$505.8K+$9.8K2026-10-19
Pinnacle Bancorp, Inc.
DECREASED3,5433,551-80%$556.5K$505.1K-$51.4K2026-10-21
Southland Equity Partners LLC
DECREASED3,5353,807-272-7%$596.6K$503.9K-$92.7K2026-10-14
Newman Dignan & Sheerar, Inc.
INCREASED3,5293,499+30+1%$548.4K$503.1K-$45.2K2026-10-21
Canopy Partners, LLC
INCREASED3,5253,458+67+2%$541.9K$502.6K-$39.4K2026-10-28
YHB Investment Advisors, Inc.
UNCHANGED3,5033,50300%$549.0K$499.4K-$49.6K2026-10-08
Crew Capital Management, Ltd
UNCHANGED3,4993,49900%$548.4K$498.9K-$49.5K2026-10-28
Pinnacle Wealth Management Advisory Group, LLC
DECREASED3,4543,504-50-1%$549.1K$492.4K-$56.7K2026-10-23
Verity & Verity, LLC
UNCHANGED3,4533,45300%$541.2K$492.3K-$48.9K2026-10-23
Burns Matteson Capital Management, LLC
DECREASED3,4423,477-35-1%$544.9K$490.7K-$54.2K2026-10-16
Thoroughbred Financial Services, LLC
INCREASED3,4393,134+305+10%$491.0K$490-$490.5K2026-11-09
Woodstock Corp
INCREASED3,4072,807+600+21%$439.9K$485.7K+$45.8K2026-10-13
Three Seasons Wealth, LLC
DECREASED3,4003,857-457-12%$604.5K$484.7K-$119.7K2026-11-03
Hendershot Investments Inc.
INCREASED3,3993,331+68+2%$522.0K$484.6K-$37.4K2026-11-05
Altfest L J & Co Inc
DECREASED3,3974,193-796-19%$657.1K$484.3K-$172.8K2026-10-27
Riversedge Advisors, LLC
DECREASED3,3863,883-497-13%$608.5K$482.7K-$125.8K2026-10-09
Marks Group Wealth Management, Inc
INCREASED3,3801,450+1,930+133%$227.2K$481.9K+$254.6K2026-11-05
LCM Capital Management Inc
INCREASED3,3793,341+38+1%$523.6K$481.7K-$41.9K2026-10-20
Davidson Trust Co
DECREASED3,3703,685-315-9%$577.5K$480.5K-$97.1K2026-10-09
SeaBridge Investment Advisors LLC
NEW3,358—+3,358——$478.8K—2026-11-02
Capital Investment Advisory Services, LLC
INCREASED3,3543,041+313+10%$476.5K$478.5K+$2.0K2026-10-30
Michels Family Financial, LLC
UNCHANGED3,3423,34200%$523.8K$476.5K-$47.3K2026-11-02
Cpwa, LLC
UNCHANGED3,3373,33700%$523.0K$480.0K-$43.0K2026-11-04
Axiom Investment Management LLC
UNCHANGED3,3263,32600%$521.3K$474.2K-$47.1K2026-11-03
Mcdaniel Terry & Co
UNCHANGED3,3253,32500%$521.1K$474.0K-$47.0K2026-11-05
Foster Group, Inc.
DECREASED3,3223,834-512-13%$600.9K$473.6K-$127.2K2026-10-13
James T. Borello RIA
DECREASED3,2733,560-287-8%$557.9K$466.6K-$91.3K2026-10-16
Advisor OS, LLC
DECREASED3,2624,102-840-20%$642.9K$465.1K-$177.8K2026-11-03
Arvest Investments, Inc.
DECREASED3,2553,314-59-2%$519.4K$464.1K-$55.3K2026-10-21
Avail Investment Partners, LLC
DECREASED3,2493,614-365-10%$566.4K$463.2K-$103.2K2026-10-16
Rational Advisors, Inc.
DECREASED3,2444,853-1,609-33%$760.6K$462.5K-$298.1K2026-11-02
Range Financial Group LLC
DECREASED3,2433,335-92-3%$522.7K$462.4K-$60.2K2026-10-21
Elmwood Wealth Management, Inc.
DECREASED3,2403,278-38-1%$513.7K$461.9K-$51.8K2026-10-14
Invested Advisors
DECREASED3,2243,455-231-7%$541.5K$459.6K-$81.8K2026-10-23
R Squared Ltd
DECREASED3,2225,411-2,189-40%$848.0K$459.4K-$388.7K2026-11-06
King Wealth Management Group
DECREASED3,2213,251-30-1%$509.0K$459-$508.5K2026-11-09
Apella Capital, LLC
INCREASED3,2052,960+245+8%$464.8K$459.2K-$5.6K2026-10-08
Capital Investment Advisors, LLC
INCREASED3,2053,148+57+2%$493.3K$456.9K-$36.4K2026-10-22
Summit Financial Wealth Advisors, LLC
INCREASED3,2023,173+29+1%$497.3K$456.5K-$40.8K2026-10-15
Mitchell Sinkler & Starr
UNCHANGED3,1933,19300%$500.4K$455.2K-$45.2K2026-10-13
Cove Private Wealth, LLC
INCREASED3,1912,867+324+11%$449.3K$454.9K+$5.6K2026-10-28
Norden Group LLC
INCREASED3,1692,427+742+31%$380.4K$451.8K+$71.4K2026-10-20
Paragon Private Wealth Management, LLC
NEW3,160—+3,160——$450.5K—2026-10-20
Independent Financial Group, LLC
DECREASED3,1133,562-449-13%$558.2K$443.9K-$114.3K2026-10-13
Chicago Partners Investment Group LLC
DECREASED3,1103,408-298-9%$532.1K$470.0K-$62.1K2026-10-27
Cetera Trust Company, N.a
DECREASED3,1103,252-142-4%$509.7K$443.4K-$66.3K2026-11-09
Lantern Wealth Advisors, LLC
UNCHANGED3,1003,10000%$485.8K$442.0K-$43.9K2026-10-22
Beverly Hills Private Wealth, LLC
INCREASED3,0942,596+498+19%$406.8K$441.2K+$34.4K2026-11-04
Aspiriant, LLC
DECREASED3,0774,290-1,213-28%$672.3K$438.7K-$233.6K2026-10-16
Robertson Stephens Wealth Management, LLC
INCREASED3,0702,962+108+4%$464.2K$437.6K-$26.6K2026-10-16
Beacon Bank & Trust
DECREASED3,0703,076-60%$482.1K$437.7K-$44.4K2026-10-27
Earned Wealth Advisors, LLC
INCREASED3,0431,536+1,507+98%$240.8K$433.9K+$193.1K2026-11-06
Shore Point Advisors, LLC
NEW3,040—+3,040——$433.4K—2026-10-14
TigerOak Management, L.L.C.
DECREASED3,0303,041-110%$476.6K$432.0K-$44.6K2026-10-23
Regatta Capital Group, LLC
DECREASED3,0293,273-244-7%$513.0K$431.9K-$81.1K2026-10-23
Meridian Wealth Management, LLC
DECREASED3,0263,060-34-1%$479.6K$431.5K-$48.2K2026-11-05
Turtle Creek Wealth Advisors, LLC
NEW3,013—+3,013——$429.6K—2026-10-15
SVB Wealth LLC
DECREASED3,0103,152-142-5%$494.0K$429.1K-$64.8K2026-11-06
Abner Herrman & Brock LLC
UNCHANGED3,0003,00000%$470$428-$422026-10-20
Rossby Financial, LCC
INCREASED2,9972,816+181+6%$441.3K$427.3K-$14.0K2026-11-05
Opal Wealth Advisors, LLC
DECREASED2,9704,383-1,413-32%$686.9K$423.4K-$263.5K2026-10-16
Flagship Harbor Advisors, LLC
DECREASED2,9673,040-73-2%$476.4K$423.0K-$53.4K2026-10-26
Quantum Financial Advisors, LLC
INCREASED2,9602,574+386+15%$403.5K$422.1K+$18.6K2026-11-03
Platform Technology Partners
DECREASED2,9592,960-10%$463.9K$421.9K-$42.0K2026-11-02
Community Bank & Trust, Waco, Texas
INCREASED2,9512,851+100+4%$447.0K$421-$446.6K2026-10-19
Allen Wealth Management, LLC
DECREASED2,9403,170-230-7%$496.8K$419.2K-$77.6K2026-10-29
BIP Wealth, LLC
DECREASED2,9242,929-50%$459.0K$416.9K-$42.2K2026-10-22
Grove Bank & Trust
DECREASED2,9203,722-802-22%$583.3K$416.3K-$167.0K2026-10-08
Latitude Advisors, LLC
DECREASED2,9153,315-400-12%$519.6K$415.6K-$103.9K2026-10-27
Sanchez Gaunt Capital Management, LLC
DECREASED2,9092,997-88-3%$469.7K$414.7K-$55.0K2026-11-03
Deroy & Devereaux Private Investment Counsel Inc
DECREASED2,8923,192-300-9%$500.0K$412-$499.6K2026-10-26
Sound Income Strategies, LLC
DECREASED2,8743,034-160-5%$475.5K$411.3K-$64.1K2026-10-09
Lanark Financial, Inc.
DECREASED2,8592,866-70%$449.2K$407.6K-$41.6K2026-10-26
Sentry LLC
DECREASED2,8553,010-155-5%$471.7K$407.0K-$64.7K2026-10-30
Summit Global Investments
INCREASED2,8552,815+40+1%$441.0K$407-$440.6K2026-10-28
Wulff, Hansen & Co.
UNCHANGED2,8502,85000%$446.7K$406.3K-$40.3K2026-11-09
Soltis Investment Advisors LLC
INCREASED2,8482,361+487+21%$370.1K$406.0K+$35.9K2026-10-28
JGP Wealth Management, LLC
INCREASED2,8472,511+336+13%$393.5K$405.9K+$12.4K2026-10-13
Hazlett, Burt & Watson, Inc.
UNCHANGED2,8352,83500%$356.1K$404-$355.7K2026-11-04
Blake Schutter Theil Wealth Advisors, LLC
DECREASED2,8243,011-187-6%$471.9K$402.6K-$69.3K2026-11-02
Magnus Financial Group LLC
INCREASED2,8172,782+35+1%$436.0K$401.7K-$34.4K2026-10-21
Inscription Capital, LLC
DECREASED2,8153,412-597-17%$534.8K$401.3K-$133.5K2026-11-02
Flywheel Private Wealth LLC
UNCHANGED2,7962,79600%$438.2K$398.6K-$39.6K2026-11-02
Mission Financial Group, LLC
INCREASED2,7902,762+28+1%$432.9K$397.8K-$35.2K2026-10-21
Diversified Enterprises, LLC
INCREASED2,7882,381+407+17%$373.2K$397.5K+$24.3K2026-10-19
High Net Worth Advisory Group LLC
UNCHANGED2,7792,77900%$435.5K$396.2K-$39.3K2026-10-26
Integrated Advisors Network LLC
DECREASED2,7522,809-57-2%$440.2K$392.4K-$47.9K2026-10-20
Haven Private, LLC
DECREASED2,7373,296-559-17%$516.5K$390.2K-$126.3K2026-10-27
Beese Fulmer Investment Management, Inc.
UNCHANGED2,7162,71600%$425.7K$387.2K-$38.4K2026-10-23
Philadelphia Trust Co
UNCHANGED2,7002,70000%$423.0K$385-$422.6K2026-11-05
Journey Retirement Planning & Investment Management LLC
DECREASED2,6983,517-819-23%$551.2K$384.7K-$166.5K2026-10-09
Moneco Advisors, LLC
INCREASED2,6732,613+60+2%$409.5K$381.1K-$28.4K2026-11-05
Founders Financial Securities LLC
INCREASED2,6682,628+40+2%$411.9K$380.4K-$31.5K2026-10-28
Watershed Private Wealth LLC
INCREASED2,6652,509+156+6%$393.2K$379.9K-$13.3K2026-10-30
Revisor Wealth Management LLC
DECREASED2,6633,364-701-21%$527.2K$391.2K-$136.0K2026-10-20
Sapient Capital LLC
INCREASED2,6632,363+300+13%$370.3K$379.7K+$9.3K2026-10-08
Hilton Head Capital Partners, LLC
UNCHANGED2,6562,65600%$416.2K$378.6K-$37.6K2026-10-23
Walkner Condon Financial Advisors LLC
DECREASED2,6492,701-52-2%$423.3K$377.7K-$45.6K2026-11-02
Peddock Capital Advisors, LLC
UNCHANGED2,6322,63200%$412.5K$375.2K-$37.2K2026-10-16
Rydar Equities, Inc.
UNCHANGED2,6302,63000%$403.4K$376.8K-$26.5K2026-10-13
Norris Perne & French LLP
INCREASED2,6212,516+105+4%$394.3K$373.7K-$20.6K2026-10-23
IFG Advisory, LLC
INCREASED2,6182,334+284+12%$365.8K$373.2K+$7.5K2026-11-09
Eagle Strategies LLC
UNCHANGED2,6162,61600%$409.9K$372.9K-$37.0K2026-10-16
LaFleur & Godfrey LLC
DECREASED2,6093,058-449-15%$479.3K$372.0K-$107.3K2026-10-27
XXI Wealth, LLC
DECREASED2,5982,982-384-13%$467.3K$370.4K-$96.9K2026-10-22
Key FInancial Inc
UNCHANGED2,5922,59200%$406.2K$369.5K-$36.7K2026-11-02
Grey Ledge Advisors, LLC
UNCHANGED2,5762,57600%$403.8K$367.3K-$36.5K2026-11-02
Compass Ion Advisors, LLC
UNCHANGED2,5602,56000%$401.2K$364.9K-$36.2K2026-10-23
Sanders Morris Harris LLC
NEW2,554—+2,554——$365.7K—2026-10-14
Jm2 Capital Inc.
INCREASED2,5482,374+174+7%$372.1K$363.3K-$8.8K2026-10-14
GF Fund Management Co. Ltd.
UNCHANGED2,5422,54200%$398.4K$362.4K-$36.0K2026-10-26
Quad-Cities Investment Group, LLC
DECREASED2,5412,643-102-4%$414.2K$362.3K-$51.9K2026-10-16
Legacy Advisors, LLC
DECREASED2,5302,837-307-11%$444.6K$360.7K-$83.9K2026-10-19
Busey Bank
INCREASED2,5212,452+69+3%$384.3K$359.4K-$24.9K2026-10-26
Jacobs & Co
UNCHANGED2,5202,52000%$394$359-$352026-10-09
Kingswood Wealth Advisors, LLC
DECREASED2,5053,959-1,454-37%$620.4K$357.1K-$263.3K2026-10-23
Great Diamond Partners, LLC
INCREASED2,4832,473+10+0%$387.6K$354.0K-$33.6K2026-10-13
Laraway Financial Advisors Inc
UNCHANGED2,4672,46700%$386.6K$351.7K-$34.9K2026-11-09
Livet Wealth, LLC
INCREASED2,4631,946+517+27%$305.0K$351.2K+$46.2K2026-10-27
CFS Investment Advisory Services, LLC
DECREASED2,4602,476-16-1%$395.9K$346.3K-$49.6K2026-10-19
Walter Public Investments Inc.
INCREASED2,4501,700+750+44%$266.4K$349.3K+$82.9K2026-11-05
VAN Strum & Towne Inc.
UNCHANGED2,4472,44700%$383.5K$348.9K-$34.6K2026-11-06
Formidable Asset Management, LLC
UNCHANGED2,4302,43000%$371.2K$380.8K+$9.6K2026-11-03
Western Wealth Management, LLC
DECREASED2,4233,074-651-21%$481.8K$345.5K-$136.3K2026-11-09
Horizon Wealth Management, LLC
DECREASED2,4122,428-16-1%$380.6K$343.9K-$36.6K2026-11-02
Hudock, Inc.
INCREASED2,4102,149+261+12%$336.9K$343.7K+$6.8K2026-10-14
Lynx Investment Advisory
INCREASED2,4091,709+700+41%$267.8K$343.5K+$75.6K2026-10-27
Oakworth Capital, Inc.
INCREASED2,4082,335+73+3%$365.7K$343.3K-$22.4K2026-10-26
Montecito Bank & Trust
INCREASED2,3961,728+668+39%$270.8K$341.6K+$70.8K2026-10-01
Hopwood Financial Services, Inc.
UNCHANGED2,3952,39500%$375.3K$341.5K-$33.9K2026-10-29
Kornitzer Capital Management Inc
UNCHANGED2,3902,39000%$374.6K$340.7K-$33.8K2026-11-03
Argyle Capital Management, LLC
UNCHANGED2,3752,37500%$372.2K$338.6K-$33.6K2026-10-28
RBA Wealth Management, LLC
NEW2,370—+2,370——$337.9K—2026-10-28
Cornerstone Wealth Management, LLC
UNCHANGED2,3602,36000%$369.9K$336.5K-$33.4K2026-11-04
Chapman Financial Group, LLC
UNCHANGED2,3552,35500%$369.1K$335.8K-$33.3K2026-10-26
Heritage Family Offices, LLP
DECREASED2,3503,012-662-22%$472.0K$335.0K-$137.0K2026-11-02
Nations Financial Group Inc,
DECREASED2,3472,380-33-1%$373.0K$334.7K-$38.4K2026-11-05
Cooper Financial Group
INCREASED2,3352,253+82+4%$353.1K$332.9K-$20.2K2026-10-07
Shoker Investment Counsel, Inc.
UNCHANGED2,3352,33500%$365.9K$332.9K-$33.0K2026-11-04
Texas Capital Bank Wealth Management Services Inc
INCREASED2,3272,271+56+2%$355.9K$331.8K-$24.2K2026-11-09
Key Client Fiduciary Advisors, LLC
UNCHANGED2,3262,32600%$364.5K$331.6K-$32.9K2026-10-19
Value Investment Professionals, LLC
UNCHANGED2,3192,31900%$363.4K$330.6K-$32.8K2026-10-13
Schmidt P J Investment Management Inc
UNCHANGED2,3002,30000%$360.5K$327.9K-$32.5K2026-11-02
KG Capital Management
INCREASED2,2892,046+243+12%$320.6K$326.3K+$5.7K2026-10-15
Gallacher Capital Management LLC
DECREASED2,2753,514-1,239-35%$550.8K$324.4K-$226.4K2026-10-30
Financial Security Advisor, Inc.
UNCHANGED2,2642,26400%$354.8K$322.8K-$32.0K2026-11-03
First County Bank
INCREASED2,2482,022+226+11%$316.9K$320.5K+$3.6K2026-10-13
Forvis Mazars Wealth Advisors, LLC
INCREASED2,2482,065+183+9%$323.6K$320.5K-$3.1K2026-10-13
Trek Financial, LLC
INCREASED2,2442,210+34+2%$346.4K$319.9K-$26.4K2026-10-29
Vann Equity Management LLC
UNCHANGED2,2382,23800%$350.7K$319.0K-$31.7K2026-10-08
Outlook Wealth Advisors, LLC
DECREASED2,2332,271-38-2%$356.0K$318.3K-$37.7K2026-10-28
Weatherly Asset Management L. P.
DECREASED2,2242,621-397-15%$410.8K$317.1K-$93.7K2026-10-20
Kendall Capital Management
DECREASED2,2202,295-75-3%$359.7K$316.5K-$43.2K2026-10-23
Atlantic Edge Private Wealth Management, LLC
DECREASED2,2202,270-50-2%$355.8K$316.5K-$39.2K2026-10-20
Wealth Dimensions Group, Ltd.
INCREASED2,2192,204+15+1%$345.4K$316.4K-$29.0K2026-11-02
Mattern Capital Management, LLC
UNCHANGED2,2112,21100%$346.5K$315.2K-$31.3K2026-11-02
Summit Wealth Group LLC / Co
DECREASED2,2082,287-79-3%$358.5K$314.8K-$43.6K2026-10-29
M Holdings Securities, Inc.
NEW2,203—+2,203——$354—2026-11-03
Juncture Wealth Strategies, LLC
INCREASED2,1981,998+200+10%$313.1K$313.4K+$2422026-10-06
Gerald Baker Financial Group LLC
UNCHANGED2,1942,19400%$343.8K$312.8K-$31.0K2026-10-09
Integrity Alliance, Llc.
NEW2,184—+2,184——$311.4K—2026-10-29
Granite Group Advisors, LLC
DECREASED2,1832,187-40%$342.7K$311.2K-$31.5K2026-10-14
Spectrum Planning & Advisory Services Inc.
INCREASED2,1791,311+868+66%$205.5K$310.7K+$105.2K2026-11-05
Kestra Investment Management, LLC
INCREASED2,1672,037+130+6%$319.2K$309.0K-$10.2K2026-11-04
Advisors Management Group Inc
UNCHANGED2,1672,16700%$339.0K$308-$338.7K2026-11-05
Koshinski Asset Management, Inc.
DECREASED2,1602,330-170-7%$365.2K$308.0K-$57.2K2026-10-29
Schnieders Capital Management, Llc.
INCREASED2,1482,116+32+2%$331.6K$306.2K-$25.4K2026-11-09
Keudell ison Wealth Management
INCREASED2,1382,058+80+4%$322.5K$304.8K-$17.7K2026-10-16
Intrua Financial, LLC
DECREASED2,1292,609-480-18%$408.9K$303.5K-$105.4K2026-10-28
Mondrian Investment Partners LTD
DECREASED2,1173,273-1,156-35%$513.0K$318.0K-$195.0K2026-10-23
Nikulski Financial, Inc.
NEW2,107—+2,107——$300.4K—2026-11-06
Dorato Capital Management
UNCHANGED2,1042,10400%$324.1K$301.5K-$22.7K2026-10-08
Mirador Capital Partners LP
INCREASED2,1032,090+13+1%$327.5K$299.8K-$27.7K2026-10-09
Chicago Capital, LLC
NEW2,100—+2,100——$299.5K—2026-10-13
Wealth Alliance Advisory Group, LLC
UNCHANGED2,1002,10000%$329.1K$299.4K-$29.7K2026-10-14
Dakota Community Bank & Trust NA
UNCHANGED2,0812,08100%$326.1K$296.7K-$29.4K2026-10-09
Merrion Investment Management Co, LLC
UNCHANGED2,0802,08000%$326.0K$296.5K-$29.4K2026-10-16
MQS Management LLC
DECREASED2,0703,314-1,244-38%$519.4K$295.1K-$224.3K2026-11-06
Focus Financial Network, Inc.
INCREASED2,0702,032+38+2%$318.5K$295.1K-$23.3K2026-10-14
Vanguard Capital Wealth Advisors
UNCHANGED2,0502,05000%$321.3K$292.3K-$29.0K2026-10-16
Tanager Wealth Management LLP
INCREASED2,0321,281+751+59%$200.8K$289.7K+$88.9K2026-10-19
Dillon & Associates Inc
UNCHANGED2,0312,03100%$319.0K$290-$318.7K2026-10-22
180 Wealth Advisors, LLC
DECREASED2,0302,061-31-1%$323.1K$289.5K-$33.6K2026-11-03
Warren Street Wealth Advisors, LLC
INCREASED2,0281,340+688+51%$210.0K$289.1K+$79.1K2026-11-04
Ascentis Wealth Management, LLC
INCREASED2,0231,853+170+9%$290.4K$288.4K-$2.0K2026-11-03
Clear Wave Wealth Management LLC
DECREASED2,0182,023-50%$317.0K$287.7K-$29.3K2026-11-04
Greykasell Wealth Strategies, Inc.
UNCHANGED2,0132,01300%$315.5K$287.0K-$28.5K2026-11-09
CNB Bank
DECREASED2,0112,220-209-9%$347.9K$286.7K-$61.2K2026-11-09
Hudson Capital Management LLC
DECREASED2,0112,040-29-1%$319.8K$286.8K-$33.0K2026-10-20
Syverson Strege & Co
INCREASED2,0091,964+45+2%$307.8K$286.4K-$21.4K2026-11-02
Stanley-Laman Group, Ltd.
INCREASED2,0062,000+6+0%$313.4K$286.0K-$27.4K2026-10-20
Gimbal Financial
UNCHANGED2,0022,00200%$313.7K$285.4K-$28.3K2026-10-19
Cornerstone Advisory, LLC
INCREASED1,9911,974+17+1%$309.4K$283.9K-$25.5K2026-11-06
CoreCap Advisors, LLC
DECREASED1,9872,671-684-26%$418.6K$283.3K-$135.3K2026-10-08
Hardy Reed LLC
INCREASED1,9841,440+544+38%$225.7K$282.9K+$57.2K2026-11-06
Pacifica Partners Inc.
UNCHANGED1,9841,98400%$317.2K$279.8K-$37.4K2026-10-09
Endowment Wealth Management, Inc.
INCREASED1,9821,830+152+8%$286.9K$282.6K-$4.2K2026-11-03
Triad Wealth Partners, LLC
INCREASED1,9781,949+29+1%$299.5K$282.0K-$17.5K2026-10-26
Barry Investment Advisors, LLC
UNCHANGED1,9621,96200%$307.5K$279.7K-$27.8K2026-10-14
Caldwell Trust Co
DECREASED1,9532,167-214-10%$339.6K$278.4K-$61.2K2026-10-30
Meyer Handelman Co
UNCHANGED1,9481,94800%$305.3K$277.7K-$27.6K2026-10-28
August Group Capital Ltd
INCREASED1,9451,929+16+1%$302.2K$277.2K-$25.0K2026-10-14
Ejmk Ventures LLC
DECREASED1,9391,948-90%$305.3K$276.4K-$28.8K2026-10-21
Commonwealth Retirement Investments LLC
UNCHANGED1,9311,93100%$302.6K$275.3K-$27.3K2026-10-26
Enterprise Financial Services Corp
DECREASED1,9282,081-153-7%$326.1K$274.9K-$51.3K2026-11-03
Independence Wealth Advisors, LLC
DECREASED1,9262,679-753-28%$419.9K$274.6K-$145.3K2026-10-29
Hummer Financial Advisory Services Inc
UNCHANGED1,9261,92600%$301.8K$274.6K-$27.3K2026-10-09
Nolet Wealth Management, LLC
INCREASED1,9191,880+39+2%$294.6K$273.5K-$21.1K2026-10-15
Fairfield Financial Advisors, LTD
INCREASED1,9111,611+300+19%$252.5K$272.5K+$20.0K2026-10-14
Larson Financial Group LLC
INCREASED1,9091,715+194+11%$268.8K$272.2K+$3.4K2026-11-05
Community Bank, N.A.
UNCHANGED1,9061,90600%$298.7K$271.7K-$27.0K2026-11-06
Hall Capital Management Co Inc
DECREASED1,8951,985-90-5%$311.1K$270.2K-$40.9K2026-11-09
Narus Financial Partners, LLC
DECREASED1,8761,889-13-1%$296.0K$267.5K-$28.6K2026-10-19
Essex Investment Management Co LLC
UNCHANGED1,8751,87500%$293.9K$267.3K-$26.5K2026-10-19
Fulcrum Equity Management
INCREASED1,8731,805+68+4%$282.9K$267.0K-$15.8K2026-10-21
FSM Wealth Advisors, LLC
INCREASED1,8731,824+49+3%$285.9K$268.1K-$17.8K2026-10-27
Maia Wealth LLC
DECREASED1,8722,096-224-11%$328.4K$266.8K-$61.6K2026-10-19
Greenup Street Wealth Management LLC
DECREASED1,8671,993-126-6%$312.3K$266.2K-$46.2K2026-10-28
Rosenberg Matthew Hamilton
INCREASED1,8551,803+52+3%$282.6K$264.5K-$18.1K2026-10-05
Manchester Capital Management LLC
DECREASED1,8531,910-57-3%$299.3K$264.2K-$35.2K2026-10-22
Eagle Harbor Asset Management Inc
DECREASED1,8481,905-57-3%$298.6K$263.5K-$35.1K2026-10-21
Badgley Phelps Wealth Managers, LLC
DECREASED1,8481,866-18-1%$292.4K$263.5K-$29.0K2026-10-22
SJS Investment Consulting Inc.
UNCHANGED1,8391,83900%$288.2K$262.2K-$26.0K2026-10-26
Symmetry Partners, LLC
DECREASED1,8362,848-1,012-36%$446.4K$261.8K-$184.6K2026-10-27
Sky Investment Group LLC
NEW1,830—+1,830——$260.9K—2026-10-30
SteelPeak Wealth, LLC
DECREASED1,8281,901-73-4%$297.9K$260.6K-$37.3K2026-10-16
Excalibur Management Corp
UNCHANGED1,8281,82800%$286.5K$260.6K-$25.9K2026-11-02
Trace Wealth Advisors, LLC
UNCHANGED1,8251,82500%$286.0K$260.2K-$25.8K2026-10-30
Welch Financial Planning, LLC
UNCHANGED1,8251,82500%$286.0K$260.2K-$25.8K2026-11-06
VestGen Advisors, LLC
DECREASED1,8152,257-442-20%$353.8K$258.8K-$95.0K2026-10-27
First Nebraska Trust Co
UNCHANGED1,8121,81200%$284.0K$258.3K-$25.6K2026-10-30
Diversified Management Inc
NEW1,810—+1,810——$258.1K—2026-10-08
Global Trust Asset Management, LLC
DECREASED1,8101,827-17-1%$286.3K$258.1K-$28.2K2026-10-19
Moody National Bank Trust Division
UNCHANGED1,8021,80200%$282.4K$256.9K-$25.5K2026-10-06
Braun-Bostich & Associates Inc.
DECREASED1,7982,130-332-16%$333.8K$256.3K-$77.5K2026-10-20
Marietta Wealth Management, LLC
INCREASED1,7891,753+36+2%$274.7K$262.8K-$12.0K2026-10-22
Fire Capital Management LLC
DECREASED1,7851,819-34-2%$285.1K$254.5K-$30.6K2026-10-27
AlphaStar Capital Management, LLC
NEW1,783—+1,783——$254.2K—2026-10-16
American National Bank & Trust
DECREASED1,7761,786-10-1%$279.9K$253.2K-$26.7K2026-10-07
Financial Perspectives, Inc
UNCHANGED1,7741,77400%$278.0K$252.9K-$25.1K2026-11-03
Retirement Planning Group, LLC
INCREASED1,7711,723+48+3%$270.0K$252.5K-$17.5K2026-10-19
Plimoth Trust Co LLC
UNCHANGED1,7621,76200%$276.1K$251.2K-$24.9K2026-10-26
Summit Investment Advisors, Inc.\KS
UNCHANGED1,7501,75000%$274.3K$249.5K-$24.8K2026-11-05
Adelphi Trust Co
INCREASED1,7491,633+116+7%$255.9K$249.4K-$6.6K2026-10-05
Lexington Hill Partners, LLC
INCREASED1,7451,670+75+4%$261.7K$248.8K-$12.9K2026-10-13
Convergence Financial, LLC
DECREASED1,7394,154-2,415-58%$651.0K$247.9K-$403.1K2026-10-27
Cathy Pareto & Associates, Inc
NEW1,737—+1,737——$247.6K—2026-10-15
Journey Advisory Group, LLC
UNCHANGED1,7371,73700%$272.2K$247.6K-$24.6K2026-11-04
Hurlow Wealth Management Group, Inc.
UNCHANGED1,7351,73500%$271.9K$247.4K-$24.6K2026-10-29
North Star Investment Management Corp.
DECREASED1,7231,730-70%$271.2K$245.7K-$25.5K2026-10-27
Anchor Capital Advisors LLC
UNCHANGED1,7181,71800%$269.2K$244.9K-$24.3K2026-11-05
V-Square Quantitative Management LLC
INCREASED1,7101,573+137+9%$246.5K$243.8K-$2.7K2026-10-15
Prospect Financial Group LLC
DECREASED1,7092,175-466-21%$340.9K$243.7K-$97.2K2026-11-05
Meramec Financial Planners, LLC
INCREASED1,7041,554+150+10%$242.6K$277.0K+$34.4K2026-11-09
Cypress Wealth Services, LLC
DECREASED1,6951,948-253-13%$305.3K$238.6K-$66.7K2026-10-21
Ellsworth Advisors, LLC
UNCHANGED1,6951,69500%$255.6K$241.7K-$14.0K2026-10-15
Legacy Capital Wealth Partners, LLC
INCREASED1,6831,465+218+15%$229.6K$239.9K+$10.4K2026-10-21
Rockland Trust Co
INCREASED1,6821,677+5+0%$262.8K$239.8K-$23.0K2026-10-05
Fairscale Capital, LLC
UNCHANGED1,6811,68100%$263.4K$270.3K+$6.8K2026-11-04
Union Savings Bank
DECREASED1,6771,691-14-1%$265.0K$239.1K-$25.9K2026-10-14
Byrne Asset Management LLC
NEW1,675—+1,675——$236.3K—2026-10-06
Benchmark Financial Wealth Advisors, LLC
DECREASED1,6661,667-10%$261.2K$237.5K-$23.7K2026-10-20
Confluence Wealth Services, Inc.
DECREASED1,6651,925-260-14%$301.7K$237.4K-$64.3K2026-11-05
ARQ Wealth Advisors, LLC
UNCHANGED1,6561,65600%$253.5K$236.1K-$17.4K2026-10-29
Physician Wealth Advisors, Inc.
INCREASED1,6471,603+44+3%$251.2K$234.8K-$16.4K2026-10-20
Peoples Financial Services Corp.
DECREASED1,6381,703-65-4%$266.9K$233.5K-$33.4K2026-10-20
Root Financial Partners, LLC
NEW1,627—+1,627——$232.0K—2026-10-21
Old Mission Investment Co LLC
UNCHANGED1,6201,62000%$253.8K$230.9K-$22.9K2026-10-22
Glenview Trust Co
DECREASED1,5911,691-100-6%$265.0K$226.8K-$38.2K2026-10-28
Alliance Wealth Advisors, LLC
DECREASED1,5842,061-477-23%$323.0K$225.8K-$97.2K2026-10-28
BCS Wealth Management
INCREASED1,5631,533+30+2%$240.3K$222.8K-$17.4K2026-11-03
Spire Wealth Management
DECREASED1,55935,965-34,406-96%$5.6M$222.2K-$5.4M2026-10-30
Focused Alpha, LLC
INCREASED1,5561,484+72+5%$232.5K$221.8K-$10.7K2026-10-20
JBGlobal.com LLC
UNCHANGED1,5501,55000%$242.9K$221.0K-$21.9K2026-10-13
Capital Asset Advisory Services LLC
DECREASED1,5441,689-145-9%$264.7K$241.3K-$23.4K2026-10-30
Murphy, Middleton, Hinkle & Parker, Inc.
INCREASED1,5431,540+3+0%$241.3K$220.0K-$21.4K2026-10-15
RVW Wealth, LLC
UNCHANGED1,5421,54200%$241.7K$219.8K-$21.8K2026-10-06
First National Trust Co
INCREASED1,5371,393+144+10%$218.3K$219.1K+$8202026-10-28
Midwest Professional Planners, Ltd.
NEW1,531—+1,531——$218.3K—2026-10-29
Tritonpoint Wealth, LLC
DECREASED1,5311,618-87-5%$253.6K$218.3K-$35.3K2026-10-19
Armor Investment Advisors, LLC
UNCHANGED1,5311,53100%$239.9K$218.3K-$21.7K2026-10-27
Portfolio Design Labs, LLC
UNCHANGED1,5311,53100%$239.9K$218.3K-$21.7K2026-11-04
Stiles Financial Services Inc
DECREASED1,5301,729-199-12%$270.9K$218.1K-$52.8K2026-10-30
Kelly Financial Services LLC
UNCHANGED1,5291,52900%$239.6K$217.9K-$21.6K2026-10-20
Nisa Investment Advisors, LLC
INCREASED1,5191,394+125+9%$218.5K$216.6K-$1.9K2026-10-20
WealthSpring Partners, LLC
INCREASED1,5161,505+11+1%$235.9K$216.2K-$19.7K2026-10-14
Post Resch Tallon Group Inc.
DECREASED1,5011,681-180-11%$263.4K$214.0K-$49.4K2026-10-09
CPC Advisors, LLC
DECREASED1,5011,516-15-1%$237.6K$214.0K-$23.6K2026-10-21
LVW Advisors, LLC
DECREASED1,4981,618-120-7%$253.6K$213.6K-$40.0K2026-10-19
Essex LLC
DECREASED1,4901,500-10-1%$235.1K$212.4K-$22.7K2026-10-14
Saratoga Research & Investment Management
UNCHANGED1,4901,49000%$233.5K$212.4K-$21.1K2026-10-16
MFA Wealth Services
UNCHANGED1,4841,48400%$232.6K$211.6K-$21.0K2026-10-14
Rebalance, LLC
DECREASED1,4791,500-21-1%$235.1K$210.9K-$24.2K2026-10-22
Boltwood Capital Management
NEW1,473—+1,473——$209.9K—2026-10-02
Balefire, LLC
DECREASED1,4731,509-36-2%$236.5K$210.0K-$26.5K2026-10-09
Childress Capital Advisors, LLC
DECREASED1,4661,547-81-5%$242.4K$209.0K-$33.4K2026-10-28
Clarus Group, Inc.
UNCHANGED1,4611,46100%$229.0K$208.3K-$20.7K2026-10-21
O'Keefe Stevens Advisory, Inc.
INCREASED1,4601,373+87+6%$215.2K$208.2K-$7.0K2026-10-09
PFW Advisors LLC
DECREASED1,4571,465-8-1%$229.6K$207.7K-$21.9K2026-10-07
Symphony Financial, Ltd. Co.
INCREASED1,4551,325+130+10%$208.6K$209.3K+$7522026-10-22
Professional Advisory Services Inc
UNCHANGED1,4501,45000%$227$207-$202026-10-08
Courier Capital LLC
DECREASED1,4481,648-200-12%$258.3K$206.4K-$51.8K2026-10-19
Hennion & Walsh Asset Management, Inc.
DECREASED1,4421,549-107-7%$242.8K$205.6K-$37.2K2026-10-13
First Heartland Consultants, Inc.
NEW1,441—+1,441——$205.4K—2026-10-08
Mattern Wealth Management LLC
DECREASED1,4151,633-218-13%$255.9K$201.7K-$54.2K2026-11-04
Owl Creek Wealth Partners LLC
INCREASED1,4101,335+75+6%$209.2K$201.0K-$8.2K2026-10-20
Lyell Wealth Management, LP
UNCHANGED1,4051,40500%$220.2K$200.3K-$19.9K2026-10-30
TrustBank
UNCHANGED1,3621,36200%$213.5K$194.2K-$19.3K2026-10-20
GHP Investment Advisors, Inc.
UNCHANGED1,3431,34300%$210.5K$191.5K-$19.0K2026-10-15
PlanVest Financial, Inc
UNCHANGED1,3261,32600%$207.8K$189.0K-$18.8K2026-11-09
Cdkv Holdings LLC
UNCHANGED1,2911,29100%$202.3K$184.1K-$18.3K2026-10-28
Southern Michigan Bank & Trust
DECREASED1,2581,267-9-1%$198.6K$179.4K-$19.2K2026-10-19
Harbor Investment Advisory, LLC
DECREASED1,2461,646-400-24%$258.0K$177.6K-$80.3K2026-10-13
Concord Wealth Partners
DECREASED1,2441,264-20-2%$198.1K$177.4K-$20.7K2026-11-02
Salomon & Ludwin, LLC
INCREASED1,2081,040+168+16%$160.3K$172.2K+$11.9K2026-10-29
SBI Securities Co., Ltd.
INCREASED1,1421,101+41+4%$172.5K$162.8K-$9.7K2026-10-22
Ascentis Independent Advisors
INCREASED1,141330+811+246%$51.7K$162.7K+$111.0K2026-11-03
Brown, Lisle Ings, Inc.
DECREASED1,1371,674-537-32%$262.3K$162.1K-$100.2K2026-10-16
Foster Dykema Cabot & Partners, LLC
UNCHANGED1,0941,09400%$171.5K$156.0K-$15.5K2026-10-30
Mitsubishi UFJ Asset Management Co., Ltd.
DECREASED1,0791,088-9-1%$170.5K$153.8K-$16.7K2026-11-05
Piscataqua Savings Bank
UNCHANGED1,0791,07900%$169.1K$153.8K-$15.3K2026-10-21
GK Wealth Management LLC
NEW1,021—+1,021——$145.6K—2026-10-09
WPG Advisers, LLC
DECREASED1,0091,053-44-4%$165.0K$143.9K-$21.2K2026-10-27
City State Bank
INCREASED974856+118+14%$134.2K$138.9K+$4.7K2026-10-20
Citizens National Bank Trust Department
UNCHANGED92592500%$145.0K$131.9K-$13.1K2026-11-04
Clean Yield Group
NEW900—+900——$128.3K—2026-10-28
Tompkins Financial Corp
UNCHANGED88488400%$138.5K$126.0K-$12.5K2026-10-05
Evermay Wealth Management LLC
UNCHANGED88488400%$138.5K$126.0K-$12.5K2026-11-05
Laurel Wealth Advisors LLC
NEW874—+874——$124.6K—2026-10-27
Triumph Capital Management
INCREASED826752+74+10%$117.9K$117.8K-$902026-10-14
CGC Financial Services, LLC
UNCHANGED81681600%$127.9K$116.3K-$11.5K2026-10-13
Elyxium Wealth, LLC
NEW805—+805——$114.8K—2026-10-27
Next Level Wealth Planning, LLC
NEW800—+800——$114.1K—2026-10-29
CX Institutional
DECREASED778844-66-8%$132$111-$212026-10-02
Bfsg, LLC
INCREASED763739+24+3%$115.8K$108.8K-$7.0K2026-10-30
Lodestone Wealth Management LLC
INCREASED752641+111+17%$100.5K$107.2K+$6.8K2026-10-14
High Note Wealth, LLC
UNCHANGED72172100%$113.0K$102.8K-$10.2K2026-10-27
Golden State Wealth Management, LLC
DECREASED719733-14-2%$114.9K$102.5K-$12.4K2026-11-02
State of Wyoming
DECREASED712792-80-10%$124.1K$101.5K-$22.6K2026-10-28
Westside Investment Management, Inc.
INCREASED703484+219+45%$75.9K$99.5K+$23.6K2026-11-02
10Elms LLP
UNCHANGED70070000%$109.7K$99.8K-$9.9K2026-11-06
MeadowBrook Investment Advisors LLC
UNCHANGED70070000%$109.6K$110.0K+$3192026-10-29
Pension & Wealth Management Advisors, Inc.
NEW691—+691——$98.5K—2026-10-16
Foresight Capital Management Advisors, Inc.
NEW685—+685——$97.7K—2026-10-27
Bullock Wealth Management Group
UNCHANGED67367300%$103.7K$94.9K-$8.8K2026-10-09
Rothwell Investment Advisors, LLC
NEW664—+664——$94.7K—2026-11-06
MTM Investment Management, LLC
UNCHANGED66266200%$103.8K$94.4K-$9.4K2026-10-30
Smithfield Trust Co
DECREASED656892-236-26%$139.0K$93-$138.9K2026-11-09
Murphy & Mullick Capital Management Corp
UNCHANGED65065000%$101.9K$92.7K-$9.2K2026-11-02
Adkins Seale Capital Management LLC
UNCHANGED64164100%$100.5K$91.4K-$9.1K2026-10-27
Financial Consulate, Inc
INCREASED637515+122+24%$80.7K$90.8K+$10.1K2026-10-23
Washington Trust Advisors, Inc.
DECREASED636736-100-14%$115.3K$90.7K-$24.7K2026-10-22
Pathway Financial Advisers, LLC
NEW610—+610——$87.0K—2026-10-27
Addison Advisors LLC
INCREASED600597+3+1%$93.6K$85.5K-$8.0K2026-11-06
Union Bancaire Privee, UBP SA
UNCHANGED60060000%$71.4K$66.2K-$5.2K2026-11-04
First Financial Corp
UNCHANGED59959900%$93.9K$85.4K-$8.5K2026-10-13
True Wealth Design, LLC
INCREASED591485+106+22%$76.0K$84.3K+$8.2K2026-10-13
Kelleher Financial Advisors
DECREASED583767-184-24%$120.2K$83.1K-$37.1K2026-10-30
Cape Investment Advisory, Inc.
DECREASED578747-169-23%$117.1K$82.4K-$34.7K2026-10-13
TFC Financial Management, Inc.
UNCHANGED57657600%$90.3K$82.1K-$8.2K2026-10-26
Financial Management Professionals, Inc.
DECREASED561562-10%$88.1K$80.0K-$8.1K2026-10-23
Proathlete Wealth Management LLC
INCREASED558162+396+244%$25.4K$79.6K+$54.2K2026-10-15
Trust Co
DECREASED554558-4-1%$87.5K$79.0K-$8.5K2026-10-09
Duncker Streett & Co Inc
UNCHANGED55255200%$86.5K$78.7K-$7.8K2026-10-27
Clearstead Trust, LLC
DECREASED549550-10%$86.2K$78.3K-$7.9K2026-11-06
Costello Asset Management, Inc
UNCHANGED53853800%$84.3K$76.7K-$7.6K2026-10-30
Richardson Capital Management LLC
UNCHANGED53553500%$83.8K$76.3K-$7.6K2026-10-23
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED51851800%$81.1K$73.8K-$7.3K2026-10-28
Hickory Point Bank & Trust
UNCHANGED51651600%$80.9K$73.6K-$7.3K2026-10-01
Centennial Bank
UNCHANGED50050000%$78.4K$71.3K-$7.1K2026-11-09
First Premier Bank
UNCHANGED50050000%$78$71-$72026-10-13
West Financial Advisors, LLC
NEW491—+491——$70.0K—2026-10-22
Beacon Financial Strategies Corp
UNCHANGED48948900%$76.6K$69.7K-$6.9K2026-10-14
DeDora Capital, Inc.
NEW484—+484——$69.0K—2026-10-26
Silver Grove Financial Group, Inc.
INCREASED477474+3+1%$74.3K$68.1K-$6.3K2026-11-05
Ares Financial Consulting, LLC
UNCHANGED45745700%$71.6K$65.2K-$6.5K2026-10-19
Valley Wealth Managers, Inc.
UNCHANGED45345300%$71.0K$64.6K-$6.4K2026-10-09
Financial Network Wealth Advisors LLC
INCREASED452334+118+35%$52.3K$64.4K+$12.1K2026-10-28
Community Financial Services Group, LLC
DECREASED451663-212-32%$102.2K$63.6K-$38.6K2026-10-15
United Financial Planning Group LLC
UNCHANGED45045000%$70.5K$64.2K-$6.4K2026-11-04
First Bancorp, Inc
INCREASED444362+82+23%$56.7K$63.3K+$6.6K2026-10-26
Harbor Asset Planning, Inc.
UNCHANGED44144100%$69.1K$62.9K-$6.2K2026-10-23
Creative Financial Designs Inc
DECREASED436446-10-2%$70.0K$62.2K-$7.7K2026-11-04
Entrust Financial LLC
DECREASED401418-17-4%$65.5K$57.2K-$8.3K2026-11-04
Balance Wealth Partners LLC
NEW375—+375——$53.5K—2026-10-27
Signature Equity Partners, LLC
INCREASED358240+118+49%$37.6K$51.0K+$13.4K2026-10-29
Quaker Wealth Management, LLC
UNCHANGED35235200%$55.2K$50.2K-$5.0K2026-10-22
Markowski Investments
UNCHANGED33933900%$53.2K$48.4K-$4.8K2026-10-30
Dynamic Wealth Strategies, LLC
UNCHANGED33833800%$53.0K$48.2K-$4.8K2026-10-16
Country Trust Bank
DECREASED333339-6-2%$53.1K$47.5K-$5.7K2026-10-30
Towne Trust Company, N.a
INCREASED321166+155+93%$26.0K$45.8K+$19.7K2026-10-28
Cassaday & Co Wealth Management LLC
DECREASED320322-2-1%$50.4K$45.6K-$4.8K2026-10-27
Essential Partners LLC
UNCHANGED32032000%$50.2K$45.6K-$4.5K2026-10-14
Richardson Financial Services Inc.
NEW314—+314——$44.8K—2026-10-30
Zions Bancorporation, National Association
DECREASED314318-4-1%$49.8K$44.8K-$5.1K2026-11-06
Highline Wealth Partners LLC
INCREASED303253+50+20%$39.7K$43.2K+$3.5K2026-10-19
Legacy Bridge, LLC
UNCHANGED29229200%$45.8K$41.6K-$4.1K2026-10-28
Albion Financial Group
UNCHANGED28128100%$44.0K$40.1K-$4.0K2026-10-21
Maseco LLP
UNCHANGED27527500%$43.1K$39.2K-$3.8K2026-10-27
KFG LLC
NEW265—+265——$37.8K—2026-11-02
N.E.W. Advisory Services LLC
INCREASED261235+26+11%$36.8K$37.2K+$3822026-11-09
Retirement Wealth Solutions LLC
DECREASED255256-10%$40.1K$36.4K-$3.8K2026-10-07
Bank of New Hampshire
UNCHANGED25525500%$40.0K$36.4K-$3.6K2026-10-06
Caitong International Asset Management Co., Ltd
DECREASED2531,799-1,546-86%$281.9K$36.1K-$245.9K2026-10-29
Strengthening Families & Communities, LLC
INCREASED237100+137+137%$15.7K$33.8K+$18.1K2026-10-21
NBH Bank
UNCHANGED23123100%$36.2K$32.9K-$3.3K2026-11-05
Bayban
UNCHANGED22922900%$35.9K$35.9K$02026-11-05
Bell Investment Advisors, Inc
DECREASED225259-34-13%$40.6K$32.1K-$8.5K2026-10-29
Pflug Koory, LLC
UNCHANGED22522500%$35.3K$32.1K-$3.2K2026-10-26
City Holding Co
INCREASED221190+31+16%$29.8K$31.5K+$1.7K2026-10-19
Nexus Investment Management ULC
UNCHANGED22022000%$34.5K$31.4K-$3.1K2026-10-27
Gen-Wealth Partners Inc
NEW210—+210——$30.0K—2026-11-04
Center for Financial Planning, Inc.
UNCHANGED21021000%$32.9K$29.9K-$3.0K2026-10-26
CrossGen Wealth, LLC
UNCHANGED21021000%$33.0K$30.0K-$3.0K2026-10-30
Smallwood Wealth Investment Management, LLC
UNCHANGED20020000%$31.3K$28.5K-$2.8K2026-10-30
Boyd Watterson Asset Management LLC
UNCHANGED19319300%$30.2K$27.5K-$2.7K2026-11-06
Coston, McIsaac & Partners
UNCHANGED18618600%$29.0K$26.5K-$2.5K2026-11-06
Quintet Private Bank (Europe) S.A.
UNCHANGED18118100%$28.4K$25.8K-$2.6K2026-10-08
Asset Dedication, LLC
DECREASED175177-2-1%$27.7K$25.0K-$2.8K2026-11-03
First United Bank & Trust
UNCHANGED17517500%$27.4K$25.0K-$2.5K2026-10-22
Archer Investment Corp
UNCHANGED16616600%$26.0K$23.7K-$2.3K2026-11-05
United Community Bank
DECREASED165200-35-17%$31.3K$23.5K-$7.8K2026-10-28
Adirondack Trust Co
DECREASED165173-8-5%$27.1K$23.5K-$3.6K2026-10-14
Elevation Wealth Partners, LLC
INCREASED160120+40+33%$18.8K$22.8K+$4.0K2026-10-07
Highland Investment Advisors LLC
DECREASED155161-6-4%$25.2K$22.1K-$3.1K2026-11-09
Redwood Park Advisors LLC
NEW144—+144——$20.5K—2026-11-02
Canton Hathaway, LLC
UNCHANGED14214200%$22.3K$20.2K-$2.0K2026-10-23
Acumen Wealth Advisors, LLC
INCREASED14063+77+122%$9.9K$20.0K+$10.1K2026-11-05
Mascoma Wealth Management LLC
INCREASED13367+66+99%$10.5K$19.0K+$8.5K2026-10-23
MV Capital Management, Inc.
DECREASED129149-20-13%$23.4K$18.4K-$5.0K2026-10-29
High Point Wealth Management, LLC
UNCHANGED12312300%$19.2K$17.5K-$1.7K2026-11-05
Pacific Center for Financial Services
UNCHANGED12312300%$19.3K$17.5K-$1.7K2026-10-15
Princeton Global Asset Management LLC
UNCHANGED12312300%$19.3K$17.5K-$1.7K2026-10-21
Mosley Wealth Management
UNCHANGED11911900%$18.7K$17.9K-$7552026-10-16
Armstrong Advisory Group, Inc
UNCHANGED11611600%$18.2K$16.5K-$1.6K2026-10-09
Darwin Wealth Management, LLC
UNCHANGED11411400%$18.0K$16.4K-$1.6K2026-11-09
Asset Planning,Inc
UNCHANGED10710700%$16.7K$15.2K-$1.5K2026-10-26
Cedar Mountain Advisors, LLC
UNCHANGED10510500%$16.5K$15.0K-$1.5K2026-10-15
MJT & Associates Financial Advisory Group, Inc.
DECREASED103148-45-30%$23.2K$14.7K-$8.5K2026-10-07
Hager Investment Management Services, LLC
UNCHANGED10210200%$16.0K$14.5K-$1.4K2026-11-04
Abound Wealth Management
DECREASED101102-1-1%$16.0K$14.4K-$1.6K2026-10-26
Madden Securities Corp
NEW100—+100——$14.3K—2026-10-27
Vermillion Wealth Management, Inc.
DECREASED100365-265-73%$57.2K$14.3K-$42.9K2026-10-26
West Paces Advisors Inc.
DECREASED100120-20-17%$18.8K$14.3K-$4.5K2026-10-13
Midwest Capital Advisors, LLC
UNCHANGED10010000%$15.7K$14.3K-$1.4K2026-11-04
Horrell Capital Management, Inc.
UNCHANGED10010000%$15.7K$14.3K-$1.4K2026-10-08
West Branch Capital LLC
UNCHANGED10010000%$15.7K$14.3K-$1.4K2026-10-20
Livelsberger Financial Advisory
NEW99—+99——$14.2K—2026-10-28
First Community Trust NA
UNCHANGED989800%$15.4K$14.0K-$1.4K2026-10-07
Tounjian Advisory Partners, LLC
INCREASED9387+6+7%$13.6K$13.3K-$3752026-11-04
New England Capital Financial Advisors LLC
UNCHANGED919100%$14.3K$13.0K-$1.3K2026-11-03
Aventus Investment Advisors, Inc.
UNCHANGED909000%$14.1K$12.8K-$1.3K2026-10-09
Prudent Man Investment Management, Inc.
UNCHANGED848400%$11.6K$12.0K+$3942026-11-03
Glass Jacobson Investment Advisors llc
UNCHANGED838300%$13.0K$11.8K-$1.2K2026-10-26
American Capital Advisory, LLC
INCREASED8075+5+7%$11.8K$11.4K-$3482026-10-28
Nemes Rush Group LLC
UNCHANGED808000%$12.5K$11.4K-$1.1K2026-11-04
Hoey Investments, Inc
UNCHANGED767600%$11.9K$10.8K-$1.1K2026-10-29
Ninety One UK Ltd
UNCHANGED767600%$11.9K$10.8K-$1.1K2026-10-15
Advantage Trust Co
UNCHANGED757500%$11.8K$10.7K-$1.1K2026-10-19
Planning Strategies Inc.
NEW73—+73——$10.4K—2026-10-02
Rakuten Securities, Inc.
INCREASED7065+5+8%$10.2K$10.0K-$2072026-11-02
Carolina Wealth Advisors, LLC
NEW66—+66——$9.4K—2026-10-23
Burk Holdings LLC
UNCHANGED646400%$10.0K$9.1K-$9062026-11-05
Nova Financial LLC
NEW62—+62——$8.8K—2026-11-04
Gleason Group, Inc.
UNCHANGED626200%$9.7K$8.8K-$8782026-10-15
Buck Wealth Strategies, LLC
UNCHANGED606000%$9.4K$8.6K-$8512026-10-28
Creative Capital Management Investments LLC
UNCHANGED595900%$9.2K$8.4K-$8342026-10-28
Team Financial Group, LLC
NEW58—+58——$8.3K—2026-10-30
William Mack & Associates, Inc.
NEW56—+56——$8.0K—2026-10-27
Strive Financial Group,LLC
UNCHANGED555500%$8.6K$7.8K-$7792026-11-09
Fortitude Family Office, LLC
UNCHANGED535300%$8.3K$7.6K-$7502026-10-14
Gilpin Wealth Management, LLC
NEW51—+51——$7.3K—2026-10-09
Indiana Trust & Investment Management Co
UNCHANGED505000%$7.8K$7.1K-$7072026-10-22
Blume Capital Management, Inc.
UNCHANGED505000%$7.8K$7.1K-$7072026-10-26
Nfsg Corp
INCREASED4727+20+74%$4.3K$6.7K+$2.5K2026-10-15
Alerus Financial NA
DECREASED45281-236-84%$44.0K$6.4K-$37.6K2026-11-09
Signature Resources Capital Management, LLC
UNCHANGED454500%$7.1K$6.4K-$6362026-10-16
Mainstream Capital Management LLC
NEW44—+44——$6.3K—2026-10-23
Quent Capital, LLC
UNCHANGED444400%$6.9K$7.2K+$2562026-11-09
Mcdonald Partners LLC
UNCHANGED404000%$6.3K$5.7K-$5662026-11-03
Maryland Capital Advisors Inc.
UNCHANGED393900%$6.1K$5.6K-$5522026-10-15
Hughes Financial Services, LLC
UNCHANGED393900%$6.1K$6.3K+$1712026-10-30
Main Street Group, LTD
UNCHANGED363600%$5.6K$5.1K-$5092026-10-28
Tsfg, LLC
DECREASED35233-198-85%$37$5-$322026-10-23
Cheviot Value Management, LLC
NEW31—+31——$4.4K—2026-11-09
Paladin Partners, LLC
UNCHANGED313100%$4.9K$4.4K-$4382026-10-06
Thompson Investment Management, Inc.
UNCHANGED313100%$4.9K$4.4K-$4382026-10-14
Fairway Wealth LLC
NEW27—+27——$3.8K—2026-10-30
Horizon Financial Services, LLC
DECREASED2649-23-47%$7.7K$3.7K-$4.0K2026-11-04
Evolution Wealth Management Inc.
DECREASED25163-138-85%$25.5K$3.6K-$22.0K2026-10-28
Monetary Solutions, Ltd
INCREASED2516+9+56%$2.5K$3.6K+$1.1K2026-10-22
Virtus Advisers, LLC
UNCHANGED252500%$3.9K$3.6K-$3542026-11-09
DecisionPoint Financial, LLC
UNCHANGED252500%$3.9K$3.5K-$3272026-10-27
Dogwood Wealth Management LLC
DECREASED2372-49-68%$11.3K$3.3K-$8.0K2026-11-09
Navigoe, LLC
UNCHANGED232300%$3$3$02026-11-04
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED222200%$3$3$02026-10-14
John Boyer, Inc.
NEW21—+21——$3.0K—2026-10-27
Kozak & Associates, Inc.
UNCHANGED212100%$3.2K$3.3K+$412026-10-29
Nvwm, LLC
UNCHANGED202000%$3.1K$2.9K-$2832026-10-14
Hartford Financial Management Inc.
UNCHANGED191900%$3.0K$2.7K-$2692026-10-21
Toth Financial Advisory Corp
NEW17—+17——$2.4K—2026-10-08
Virginia Estate & Retirement Planning Advisors Inc.
UNCHANGED171700%$2.7K$2.4K-$2402026-10-14
Park Square Financial Group, LLC
UNCHANGED171700%$2.7K$2.4K-$2402026-11-09
UMB Private Wealth Management, LLC
NEW16—+16——$2.3K—2026-10-19
Lummis Asset Management, LP
UNCHANGED161600%$2.5K$2.3K-$2272026-11-09
Security National Bank
UNCHANGED151500%$2.4K$2.1K-$2122026-10-26
Advocate Investing Services LLC
UNCHANGED151500%$2.4K$2.1K-$2122026-10-26
Granite FO LLC
UNCHANGED141400%$2.2K$2.0K-$1982026-10-14
Plante Moran Financial Advisors, LLC
DECREASED1294-82-87%$14.7K$1.7K-$13.0K2026-11-04
Key Capital Management, Inc
UNCHANGED121200%$1.9K$1.7K-$1702026-11-03
Downshift Financial, LLC
UNCHANGED121200%$1.9K$1.7K-$1702026-10-13
Winch Advisory Services, LLC
UNCHANGED121200%$1.8K$1.7K-$1642026-11-06
Breakwater Investment Management
DECREASED1114-3-21%$2.2K$1.6K-$6262026-10-20
Private Wealth Management Group, LLC
UNCHANGED101000%$1.6K$1.4K-$1422026-10-19
Gold Investment Management Ltd.
UNCHANGED101000%$1.6K$1.4K-$1412026-10-19
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED6180-174-97%$28.2K$855-$27.4K2026-10-14
Financial Freedom, LLC
NEW3—+3——$477—2026-11-06
Kingdom Financial Group Llc.
UNCHANGED1100%$220$200-$202026-11-04
Cookson Peirce & Co Inc
CLOSED0283,840-283,840-100%$44.5M$0-$44.5M2026-10-30
Lockheed Martin Investment Management Co
CLOSED048,400-48,400-100%$7.6M$0-$7.6M2026-11-04
Pegasus Asset Management, Inc.
CLOSED028,387-28,387-100%$4.4M$0-$4.4M2026-11-03
Dymon Asia Capital (Singapore) Pte. Ltd.
CLOSED016,800-16,800-100%$2.6M$0-$2.6M2026-11-04
TrueMark Investments, LLC
CLOSED012,800-12,800-100%$2.0M$0-$2.0M2026-11-05
Wealth Group, Ltd.
CLOSED012,234-12,234-100%$1.9M$0-$1.9M2026-10-30
Physicians Financial Services, Inc.
CLOSED012,234-12,234-100%$1.9M$0-$1.9M2026-11-04
Imc-Chicago, LLC
CLOSED09,740-9,740-100%$1.5M$0-$1.5M2026-11-05
Y-Intercept (Hong Kong) Ltd
CLOSED06,978-6,978-100%$1.1M$0-$1.1M2026-10-16
Gateway Investment Advisers LLC
CLOSED06,564-6,564-100%$1.0M$0-$1.0M2026-10-13
One Wealth Capital Management, LLC
CLOSED05,238-5,238-100%$820.9K$0-$820.9K2026-10-23
Shah Wealth Advisors, LLC
CLOSED04,346-4,346-100%$681.1K$0-$681.1K2026-11-06
Jackson Square Capital, LLC
CLOSED03,643-3,643-100%$570.9K$0-$570.9K2026-10-19
Viewpoint Investment Partners Corp
CLOSED03,400-3,400-100%$532.8K$0-$532.8K2026-10-26
Pacific Excel Wealth Advisors, Inc.
CLOSED03,012-3,012-100%$472.0K$0-$472.0K2026-10-27
StoneX Group Inc.
CLOSED02,818-2,818-100%$429.8K$0-$429.8K2026-11-03
Stegent Equity Advisors, Inc.
CLOSED02,599-2,599-100%$407.3K$0-$407.3K2026-10-13
Drive Wealth Management, LLC
CLOSED02,459-2,459-100%$385.5K$0-$385.5K2026-11-09
Sheets Smith Wealth Management
CLOSED02,450-2,450-100%$384.0K$0-$384.0K2026-10-16
Vicus Capital
CLOSED02,251-2,251-100%$352.8K$0-$352.8K2026-11-05
Nixon Peabody Trust Co
CLOSED02,136-2,136-100%$334.8K$0-$334.8K2026-10-23
Parnassus Investments, LLC
CLOSED02,016-2,016-100%$315.9K$0-$315.9K2026-10-22
Palladiem, LLC
CLOSED01,996-1,996-100%$312.8K$0-$312.8K2026-11-09
Stirlingshire Investments, Inc.
CLOSED01,979-1,979-100%$310.1K$0-$310.1K2026-11-05
Avestar Capital, LLC
CLOSED01,929-1,929-100%$302.3K$0-$302.3K2026-10-28
Paradigm Asset Management Co LLC
CLOSED01,800-1,800-100%$282.1K$0-$282.1K2026-11-05
Knights of Columbus Asset Advisors LLC
CLOSED01,585-1,585-100%$248.4K$0-$248.4K2026-11-05
Arlington Partners LLC
CLOSED01,579-1,579-100%$247.5K$0-$247.5K2026-10-20
Jefferies Financial Group Inc.
CLOSED01,578-1,578-100%$247.3K$0-$247.3K2026-11-05
Fragasso Financial Advisors Inc
CLOSED01,556-1,556-100%$243.9K$0-$243.9K2026-10-13
International Assets Investment Management, LLC
CLOSED01,518-1,518-100%$233.9K$0-$233.9K2026-11-02
Quadrant Private Wealth Management, LLC
CLOSED01,495-1,495-100%$234.3K$0-$234.3K2026-11-04
Financial Planning Navigators Corp
CLOSED01,482-1,482-100%$232.3K$0-$232.3K2026-10-14
Liberty Capital Management, Inc.
CLOSED01,480-1,480-100%$231.9K$0-$231.9K2026-11-02
71 West Capital Partners
CLOSED01,454-1,454-100%$227.9K$0-$227.9K2026-11-04
Monarch Capital Management Inc
CLOSED01,450-1,450-100%$227.2K$0-$227.2K2026-10-19
Ledyard National Bank
CLOSED01,423-1,423-100%$223.0K$0-$223.0K2026-10-21
Gryphon Financial Partners LLC
CLOSED01,421-1,421-100%$222.7K$0-$222.7K2026-11-04
Carter Financial Group, Inc.
CLOSED01,406-1,406-100%$220.4K$0-$220.4K2026-10-21
Founders Grove Wealth Partners, LLC
CLOSED01,406-1,406-100%$220.3K$0-$220.3K2026-10-16
Bowen Hanes & Co Inc
CLOSED01,400-1,400-100%$213.9K$0-$213.9K2026-11-09
Eagle Global Advisors LLC
CLOSED01,395-1,395-100%$218.6K$0-$218.6K2026-11-02
Lodestar Private Asset Management LLC
CLOSED01,390-1,390-100%$217.8K$0-$217.8K2026-10-26
Facet Wealth, Inc.
CLOSED01,384-1,384-100%$216.9K$0-$216.9K2026-11-04
SeaCrest Wealth Management, LLC
CLOSED01,357-1,357-100%$212.7K$0-$212.7K2026-10-21
Retirement Planning Co of New England, Inc.
CLOSED01,356-1,356-100%$212.5K$0-$212.5K2026-10-15
KPP Advisory Services LLC
CLOSED01,331-1,331-100%$208.6K$0-$208.6K2026-10-26
Urban Wealth Management, LLC
CLOSED01,329-1,329-100%$208.3K$0-$208.3K2026-10-21
Everhart Financial Group, Inc.
CLOSED01,326-1,326-100%$207.8K$0-$207.8K2026-10-08
Private Wealth Partners, LLC
CLOSED01,312-1,312-100%$205.6K$0-$205.6K2026-10-22
Inlet Private Wealth, LLC
CLOSED01,304-1,304-100%$204.4K$0-$204.4K2026-10-21
Headland Capital, LLC
CLOSED01,302-1,302-100%$204.0K$0-$204.0K2026-11-06
Cambiar Investors LLC
CLOSED01,301-1,301-100%$203.9K$0-$203.9K2026-11-04
Westover Capital Advisors, LLC
CLOSED01,300-1,300-100%$203.7K$0-$203.7K2026-10-26
Aviance Capital Partners, LLC
CLOSED01,297-1,297-100%$203.3K$0-$203.3K2026-10-29
Hoge Financial Services, LLC
CLOSED01,291-1,291-100%$202.4K$0-$202.4K2026-11-05
Spectrum Advisors, Inc.
CLOSED01,288-1,288-100%$201.9K$0-$201.9K2026-11-03
Atwater Malick LLC
CLOSED01,278-1,278-100%$200.3K$0-$200.3K2026-10-15
MCF Advisors LLC
CLOSED01,157-1,157-100%$181.3K$0-$181.3K2026-10-28
Barnes Dennig Private Wealth Management LLC
CLOSED01,060-1,060-100%$166.1K$0-$166.1K2026-10-30
Advisors Preferred, LLC
CLOSED0664-664-100%$106.2K$0-$106.2K2026-11-09
Cornerstone Planning Group LLC
CLOSED0501-501-100%$76.7K$0-$76.7K2026-10-16
AdvisorNet Financial, Inc
CLOSED0469-469-100%$73.5K$0-$73.5K2026-10-15
Heritage Wealth Advisors
CLOSED0436-436-100%$68.3K$0-$68.3K2026-11-09
Strategic Wealth Advisors LLC
CLOSED0382-382-100%$52$0-$522026-11-06
Wealth Enhancement Trust Services, Inc.
CLOSED0381-381-100%$59.7K$0-$59.7K2026-10-07
Midway Capital Research & Management
CLOSED0363-363-100%$56.9K$0-$56.9K2026-10-20
Wellington Grp LLC
CLOSED0309-309-100%$47.2K$0-$47.2K2026-11-06
Alpine Bank Wealth Management
CLOSED0300-300-100%$47.0K$0-$47.0K2026-10-16
Solstein Capital, LLC
CLOSED0300-300-100%$47.0K$0-$47.0K2026-11-02
Whipplewood Advisors, LLC
CLOSED0278-278-100%$43.6K$0-$43.6K2026-10-20
Park Place Capital Corp
CLOSED0187-187-100%$29.3K$0-$29.3K2026-11-09
Atlatl Advisers LLC
CLOSED0164-164-100%$25.7K$0-$25.7K2026-10-22
Bullseye Investment Management, LLC
CLOSED0146-146-100%$22.9K$0-$22.9K2026-10-29
3 Factor Indexing, LLC
CLOSED0100-100-100%$15.7K$0-$15.7K2026-10-15
Access Investment Management LLC
CLOSED093-93-100%$14.6K$0-$14.6K2026-10-23
LifeSteps Financial, Inc.
CLOSED082-82-100%$12.9K$0-$12.9K2026-10-15
Robinswood Financial LLC
CLOSED066-66-100%$10.3K$0-$10.3K2026-10-20
Bradley & Co. Private Wealth Management, LLC
CLOSED045-45-100%$7.1K$0-$7.1K2026-10-23
Halbert Hargrove Global Advisors, LLC
CLOSED015-15-100%$2.3K$0-$2.3K2026-10-16
Gill Capital Partners, LLC
CLOSED09-9-100%$1.4K$0-$1.4K2026-10-13
Stone House Investment Management, LLC
CLOSED09-9-100%$1.4K$0-$1.4K2026-10-23
Noble Wealth Management PBC
CLOSED08-8-100%$1.3K$0-$1.3K2026-10-01
Trifecta Capital Advisors, LLC
CLOSED03-3-100%$471$0-$4712026-10-21
Prairie Wealth Advisors, Inc.
UNCHANGED000—$399.6K$418.0K+$18.4K2026-10-29
Morgan Stanley
N/A—8,726,827-8,726,827-100%$1.4B———
Primecap Management Co
N/A—6,592,124-6,592,124-100%$1.0B———
Loomis Sayles & Co L P
N/A—5,239,309-5,239,309-100%$821.1M———
Bank of America Corp
N/A—4,909,938-4,909,938-100%$769.5M———
Franklin Resources Inc
N/A—3,251,281-3,251,281-100%$509.5M———
BlackRock, Inc.
N/A—3,047,988-3,047,988-100%$477.7M———
Goldman Sachs Group Inc
N/A—2,980,168-2,980,168-100%$467.1M———
Northern Trust Corp
N/A—2,792,745-2,792,745-100%$437.7M———
Natixis Advisors, LLC
N/A—2,386,527-2,386,527-100%$374.0M———
Envestnet Asset Management Inc
N/A—2,330,979-2,330,979-100%$365.3M———
JPMorgan Chase & Co
N/A—2,264,447-2,264,447-100%$356.9M———
Jupiter Topco LLC
N/A—2,221,362-2,221,362-100%$348.1M———
GQG Partners LLC
N/A—2,151,131-2,151,131-100%$337.1M———
FMR LLC
N/A—2,057,404-2,057,404-100%$322.4M———
Cullen Capital Management, LLC
N/A—2,033,040-2,033,040-100%$318.6M———
Jones Financial Companies Lllp
N/A—1,974,043-1,974,043-100%$306.8M———
WCM Investment Management, LLC
N/A—1,904,349-1,904,349-100%$300.1M———
Wells Fargo & Company
N/A—1,828,817-1,828,817-100%$286.6M———
Raymond James Financial Inc
N/A—1,801,337-1,801,337-100%$282.3M———
UBS Group AG
N/A—1,184,422-1,184,422-100%$185.6M———
Holocene Advisors, LP
N/A—1,037,332-1,037,332-100%$162.6M———
Chevy Chase Trust Holdings, LLC
N/A—1,033,709-1,033,709-100%$162.0M———
Lord, Abbett & Co. LLC
N/A—1,002,335-1,002,335-100%$157.1M———
Earnest Partners LLC
N/A—886,634-886,634-100%$139.0M———
Renaissance Technologies LLC
N/A—788,033-788,033-100%$123.5M———
Dodge & COX
N/A—759,373-759,373-100%$119.0M———
Millennium Management LLC
N/A—758,029-758,029-100%$118.8M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—740,532-740,532-100%$116.1M———
American Century Companies Inc
N/A—707,061-707,061-100%$110.8M———
Royal Bank of Canada
N/A—638,682-638,682-100%$100.1M———
Van Eck Associates Corp
N/A—633,523-633,523-100%$99.3M———
SEI Investments Co
N/A—591,566-591,566-100%$92.7M———
NewEdge Wealth, LLC
N/A—579,486-579,486-100%$90.8M———
Harding Loevner LP
N/A—578,234-578,234-100%$90.5M———
Bristol John W & Co Inc
N/A—557,777-557,777-100%$87.4M———
CIBC Bancorp USA Inc.
N/A—524,073-524,073-100%$82.1M———
Ameriprise Financial Inc
N/A—508,398-508,398-100%$79.7M———
Harvest Portfolios Group Inc.
N/A—457,045-457,045-100%$71.6M———
Quantinno Capital Management LP
N/A—386,332-386,332-100%$60.5M———
Charles Schwab Investment Management Inc
N/A—384,386-384,386-100%$60.2M———
BNP Paribas Financial Markets
N/A—379,597-379,597-100%$59.5M———
Farallon Capital Management, L.L.C.
N/A—363,000-363,000-100%$56.9M———
First Trust Advisors LP
N/A—353,224-353,224-100%$55.4M———
O'shaughnessy Asset Management, LLC
N/A—335,528-335,528-100%$52.6M———
Cerity Partners LLC
N/A—334,595-334,595-100%$52.4M———
Stifel Financial Corp
N/A—330,309-330,309-100%$51.8M———
Marshall Wace, LLP
N/A—330,061-330,061-100%$51.7M———
Citadel Advisors LLC
N/A—320,808-320,808-100%$50.3M———
Saturna Capital Corp
N/A—311,392-311,392-100%$48.8M———
Scharf Investments, LLC
N/A—310,818-310,818-100%$48.7M———
Massachusetts Financial Services Co
N/A—293,443-293,443-100%$46.0M———
AQR Capital Management LLC
N/A—281,210-281,210-100%$44.1M———
HighTower Advisors, LLC
N/A—267,821-267,821-100%$42.0M———
MML Investors Services, LLC
N/A—255,770-255,770-100%$40.1M———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—245,957-245,957-100%$38.5M———
Adage Capital Partners GP, L.L.C.
N/A—245,557-245,557-100%$38.5M———
Janney Montgomery Scott LLC
N/A—241,904-241,904-100%$37.9M———
Quadrature Capital Ltd
N/A—240,579-240,579-100%$37.7M———
Focus Partners Wealth
N/A—235,657-235,657-100%$36.9M———
First Financial Bankshares Inc
N/A—234,315-234,315-100%$36.7M———
Promethos Capital, LLC
N/A—233,303-233,303-100%$36.6M———
Mariner, LLC
N/A—231,391-231,391-100%$36.3M———
TriCert Investment Counsel Inc.
N/A—226,301-226,301-100%$35.5M———
Cetera Investment Advisers
N/A—206,722-206,722-100%$32.4M———
Teachers Retirement System of the State of Kentucky
N/A—201,250-201,250-100%$31.5M———
Integral Health Asset Management, LLC
N/A—200,000-200,000-100%$31.3M———
Brandes Investment Partners, LP
N/A—197,593-197,593-100%$31.0M———
Brown Advisory Inc
N/A—186,086-186,086-100%$29.2M———
M&T Bank Corp
N/A—183,359-183,359-100%$28.7M———
New York State Common Retirement Fund
N/A—183,246-183,246-100%$28.7M———
Parkwood LLC
N/A—182,462-182,462-100%$28.6M———
Captrust Financial Advisors
N/A—173,384-173,384-100%$27.2M———
Osaic Holdings, Inc.
N/A—172,539-172,539-100%$27.1M———
Managed Asset Portfolios, LLC
N/A—165,519-165,519-100%$25.9M———
QRG Capital Management, Inc.
N/A—164,478-164,478-100%$25.8M———
Mercer Global Advisors Inc
N/A—161,839-161,839-100%$25.4M———
Martin Investment Management, LLC
N/A—157,179-157,179-100%$24.6M———
OAK Associates LTD
N/A—155,362-155,362-100%$24.3M———
Pathstone Holdings, LLC
N/A—153,797-153,797-100%$24.1M———
LMR Partners LLP
N/A—153,726-153,726-100%$24.1M———
Foresight Global Investors, Inc.
N/A—153,693-153,693-100%$24.1M———
Capital Wealth Planning, LLC
N/A—151,974-151,974-100%$23.8M———
&partners
N/A—147,424-147,424-100%$23.1M———
Invesco Ltd.
N/A—147,054-147,054-100%$23.0M———
Neuberger Berman Group LLC
N/A—136,197-136,197-100%$21.3M———
Ingalls & Snyder LLC
N/A—134,587-134,587-100%$21.1M———
UBS Asset Management Americas LLC
N/A—126,866-126,866-100%$19.9M———
Vanguard Personalized Indexing Management, LLC
N/A—126,054-126,054-100%$19.8M———
Blair William & Co
N/A—125,266-125,266-100%$19.6M———
Nuveen, LLC
N/A—124,459-124,459-100%$19.5M———
Rockefeller Capital Management L.P.
N/A—123,788-123,788-100%$19.4M———
Arrowstreet Capital, Limited Partnership
N/A—116,598-116,598-100%$18.3M———
Curi Capital, LLC
N/A—114,209-114,209-100%$17.9M———
Callan Family Office, LLC
N/A—107,922-107,922-100%$16.9M———
Point72 Asset Management, L.P.
N/A—106,157-106,157-100%$16.6M———
Cresset Asset Management, LLC
N/A—104,792-104,792-100%$16.4M———
Nomura Holdings Inc
N/A—94,009-94,009-100%$14.7M———
Tidal Investments LLC
N/A—91,944-91,944-100%$14.4M———
United Capital Financial Advisors, LLC
N/A—89,770-89,770-100%$14.1M———
HRT Financial LP
N/A—89,587-89,587-100%$14.0M———
Sanctuary Advisors, LLC
N/A—89,153-89,153-100%$14.0M———
Glenview Capital Management, LLC
N/A—86,909-86,909-100%$13.6M———
CIBC World Market Inc.
N/A—86,061-86,061-100%$13.5M———
Beacon Pointe Advisors, LLC
N/A—84,234-84,234-100%$13.2M———
Bartlett & Co. Wealth Management LLC
N/A—83,188-83,188-100%$13.0M———
Osterweis Capital Management Inc
N/A—82,396-82,396-100%$12.9M———
Vestmark Advisory Solutions, Inc.
N/A—81,258-81,258-100%$12.7M———
Tocqueville Asset Management L.P.
N/A—79,360-79,360-100%$12.4M———
NewEdge Advisors, LLC
N/A—76,213-76,213-100%$11.9M———
Gabelli Funds LLC
N/A—75,500-75,500-100%$11.8M———
Zevin Asset Management LLC
N/A—74,291-74,291-100%$11.6M———
Manning & Napier Advisors LLC
N/A—73,973-73,973-100%$11.7M———
Logan Capital Management Inc
N/A—73,584-73,584-100%$11.5M———
Huntington National Bank
N/A—71,723-71,723-100%$11.2M———
Tower Bridge Advisors
N/A—69,416-69,416-100%$10.9M———
Baird Financial Group, Inc.
N/A—68,487-68,487-100%$10.7M———
Laird Norton Wetherby Trust Company, LLC
N/A—67,193-67,193-100%$10.5M———
Salt Holding Corp.
N/A—66,844-66,844-100%$10.5M———
Dixon Mitchell Investment Counsel Inc.
N/A—66,500-66,500-100%$10.4M———
Scotia Capital Inc.
N/A—66,091-66,091-100%$10.4M———
Empowered Funds, LLC
N/A—64,224-64,224-100%$10.1M———
Northwestern Mutual Wealth Management Co
N/A—62,887-62,887-100%$9.9M———
Glenmede Trust Co NA
N/A—59,156-59,156-100%$9.3M———
Orion Porfolio Solutions, LLC
N/A—58,960-58,960-100%$9.2M———
Advisors Capital Management, LLC
N/A—57,958-57,958-100%$9.1M———
Federated Hermes, Inc.
N/A—56,351-56,351-100%$8.8M———
Boston Partners
N/A—53,689-53,689-100%$8.4M———
1832 Asset Management L.P.
N/A—51,084-51,084-100%$8.0M———
Brown Brothers Harriman & Co
N/A—50,794-50,794-100%$8.0M———
State Street Corp
N/A—50,661-50,661-100%$8.0M———
First Manhattan Co. Llc.
N/A—50,123-50,123-100%$7.9M———
Sphera Funds Management Ltd.
N/A—50,000-50,000-100%$7.8M———
Financial Gravity Companies, Inc.
N/A—48,030-48,030-100%$7.5M———
Naviter Wealth, LLC
N/A—47,793-47,793-100%$7.5M———
Glassy Mountain Advisors, Inc.
N/A—47,531-47,531-100%$7.4M———
Fiduciary Trust Co
N/A—47,417-47,417-100%$7.4M———
Bleakley Financial Group, LLC
N/A—44,930-44,930-100%$7.0M———
World Investment Advisors
N/A—44,423-44,423-100%$6.8M———
Steward Partners Investment Advisory, LLC
N/A—44,418-44,418-100%$7.0M———
WCG Wealth Advisors LLC
N/A—43,776-43,776-100%$6.9M———
Qube Research & Technologies Ltd
N/A—43,740-43,740-100%$6.9M———
Rathbones Group PLC
N/A—43,692-43,692-100%$6.8M———
IEQ Capital, LLC
N/A—43,358-43,358-100%$6.8M———
MAI Capital Management
N/A—43,150-43,150-100%$6.8M———
Vident Advisory, LLC
N/A—42,672-42,672-100%$6.7M———
Advisory Services Network, LLC
N/A—39,996-39,996-100%$6.3M———
Arkadios Wealth Advisors
N/A—39,601-39,601-100%$6.2M———
Caprock Group, LLC
N/A—39,351-39,351-100%$6.2M———
Sequoia Financial Advisors, LLC
N/A—38,971-38,971-100%$6.1M———
National Bank of Canada
N/A—38,779-38,779-100%$6.1M———
EP Wealth Advisors, LLC
N/A—38,592-38,592-100%$6.0M———
Hayek Kallen Investment Management
N/A—37,538-37,538-100%$5.9M———
Manufacturers Life Insurance Company, the
N/A—37,227-37,227-100%$5.8M———
Entropy Technologies, LP
N/A—36,558-36,558-100%$5.7M———
Rhumbline Advisers
N/A—35,943-35,943-100%$5.6M———
Timber Creek Capital Management LLC
N/A—35,388-35,388-100%$5.5M———
Price T Rowe Associates Inc
N/A—35,052-35,052-100%$5.4M———
Providence Capital Advisors, LLC
N/A—32,898-32,898-100%$5.2M———
WealthTrust Axiom LLC
N/A—32,676-32,676-100%$5.1M———
Arax Advisory Partners
N/A—32,315-32,315-100%$5.1M———
Dearborn Partners LLC
N/A—32,039-32,039-100%$5.0M———
Commerce Bank
N/A—31,461-31,461-100%$4.9M———
Fred Alger Management, LLC
N/A—30,125-30,125-100%$4.7M———
Victory Capital Management Inc
N/A—29,560-29,560-100%$4.6M———
Ballentine Partners, LLC
N/A—29,508-29,508-100%$4.6M———
Choate Investment Advisors
N/A—29,237-29,237-100%$4.6M———
Private Advisor Group, LLC
N/A—28,916-28,916-100%$4.5M———
Engineers Gate Manager LP
N/A—28,899-28,899-100%$4.5M———
Oxbow Advisors, LLC
N/A—28,452-28,452-100%$4.5M———
Haverford Trust Co
N/A—28,222-28,222-100%$4.4M———
Alliancebernstein L.P.
N/A—28,213-28,213-100%$4.3M———
Fayez Sarofim & Co
N/A—28,162-28,162-100%$4.4M———
Maverick Capital LTD
N/A—27,789-27,789-100%$4.4M———
Principal Securities, Inc.
N/A—27,727-27,727-100%$4.3M———
Global Retirement Partners, LLC
N/A—27,477-27,477-100%$4.3M———
Atlantic Union Bankshares Corp
N/A—26,575-26,575-100%$4.2M———
Trustmark Bank Trust Department
N/A—25,560-25,560-100%$4.0M———
Diamond Hill Capital Management, LLC (Investment Advisor)
N/A—24,822-24,822-100%$3.9M———
Advisors Asset Management, Inc.
N/A—24,465-24,465-100%$3.8M———
Peapack Gladstone Financial Corp
N/A—24,292-24,292-100%$3.8M———
FCA Corp
N/A—23,419-23,419-100%$3.7M———
Snowden Capital Advisors LLC
N/A—22,603-22,603-100%$3.5M———
First National Bank of Omaha
N/A—22,319-22,319-100%$3.5M———
Evolve Private Wealth, LLC
N/A—21,893-21,893-100%$3.4M———
Foster & Motley Inc
N/A—21,447-21,447-100%$3.4M———
Voya Investment Management LLC
N/A—21,245-21,245-100%$3.3M———
Mcintyre Freedman & Flynn Investment Advisers Inc
N/A—21,020-21,020-100%$3.3M———
Cloverfields Capital Group, LP
N/A—20,881-20,881-100%$3.3M———
Integrated Wealth Concepts LLC
N/A—20,523-20,523-100%$3.2M———
Summit Trail Advisors, LLC
N/A—20,407-20,407-100%$3.2M———
Marietta Investment Partners LLC
N/A—20,019-20,019-100%$3.1M———
Pinnacle Financial Partners, Inc.
N/A—19,742-19,742-100%$3.1M———
Susquehanna International Group, LLP
N/A—19,482-19,482-100%$3.1M———
Fairfield, Bush & Co.
N/A—19,239-19,239-100%$3.0M———
Envestnet Portfolio Solutions, Inc.
N/A—19,022-19,022-100%$3.0M———
Virtu Financial LLC
N/A—17,757-17,757-100%$2.8M———
Abbot Financial Management, Inc.
N/A—17,701-17,701-100%$2.8M———
Bradley Foster & Sargent Inc
N/A—17,635-17,635-100%$2.8M———
Marshall Financial Group, LLC
N/A—17,632-17,632-100%$2.8M———
Smartleaf Asset Management LLC
N/A—17,483-17,483-100%$2.8M———
Strategic Global Advisors, LLC
N/A—17,342-17,342-100%$2.7M———
Waverly Advisors, LLC
N/A—17,249-17,249-100%$2.7M———
Aptus Capital Advisors, LLC
N/A—17,200-17,200-100%$2.7M———
Venturi Wealth Management, LLC
N/A—17,084-17,084-100%$2.7M———
Checchi Capital Advisers, LLC
N/A—16,953-16,953-100%$2.7M———
BTC Capital Management, Inc.
N/A—16,933-16,933-100%$2.7M———
IAM Advisory, LLC
N/A—16,635-16,635-100%$2.6M———
Rothschild Investment LLC
N/A—16,578-16,578-100%$2.6M———
Schonfeld Strategic Advisors LLC
N/A—16,468-16,468-100%$2.6M———
Dorsey & Whitney Trust Co LLC
N/A—16,322-16,322-100%$2.6M———
Empire Financial Management Company, LLC
N/A—16,106-16,106-100%$2.5M———
Headinvest, LLC
N/A—15,391-15,391-100%$2.4M———
Mosaic Financial Group, LLC
N/A—14,973-14,973-100%$2.3M———
SOA Wealth Advisors, Llc.
N/A—14,750-14,750-100%$66.8K———
New Vernon Capital Holdings II LLC
N/A—14,733-14,733-100%$2.3M———
Boothbay Fund Management, LLC
N/A—14,644-14,644-100%$2.3M———
Clark Capital Management Group, Inc.
N/A—14,258-14,258-100%$2.2M———
Two Sigma Investments, LP
N/A—13,992-13,992-100%$2.2M———
Fort Sheridan Advisors LLC
N/A—13,967-13,967-100%$2.2M———
FSB Premier Wealth Management, Inc.
N/A—13,534-13,534-100%$2.1M———
Savvy Advisors, Inc.
N/A—13,331-13,331-100%$2.1M———
Denali Advisors LLC
N/A—13,287-13,287-100%$2.1M———
Aimz Investment Advisors, LLC
N/A—13,284-13,284-100%$2.1M———
Kingsview Wealth Management, LLC
N/A—13,243-13,243-100%$2.1M———
Kahn Brothers Group Inc
N/A—13,186-13,186-100%$2.1M———
Capital Financial Group Inc\co\
N/A—13,034-13,034-100%$2.0M———
Johnson Investment Counsel Inc
N/A—12,976-12,976-100%$2.0M———
RWA Wealth Partners, LLC
N/A—12,844-12,844-100%$2.0M———
HM Payson & Co
N/A—12,837-12,837-100%$2.0M———
Opal Capital LLC
N/A—12,800-12,800-100%$2.0M———
PCM Encore, LLC
N/A—12,510-12,510-100%$2.0M———
Roberts Glore & Co Inc
N/A—12,498-12,498-100%$2.0M———
Ellevest, Inc.
N/A—12,495-12,495-100%$1.9M———
GeoWealth Management, LLC
N/A—12,284-12,284-100%$1.9M———
Integrated Quantitative Investments LLC
N/A—11,975-11,975-100%$1.9M———
Equitable Holdings, Inc.
N/A—11,702-11,702-100%$1.8M———
Dynasty Wealth Management, LLC
N/A—11,695-11,695-100%$1.8M———
Dorsey Wright & Associates
N/A—11,585-11,585-100%$1.8M———
Greenwich Wealth Management LLC
N/A—11,294-11,294-100%$1.8M———
XTX Topco Ltd
N/A—11,248-11,248-100%$1.8M———
Guggenheim Capital LLC
N/A—11,163-11,163-100%$1.7M———
CSM Advisors, LLC
N/A—11,160-11,160-100%$1.7M———
Intrust Bank NA
N/A—11,153-11,153-100%$1.7M———
Smart Money Group LLC
N/A—11,067-11,067-100%$1.7M———
Wellington Management Group LLP
N/A—11,045-11,045-100%$1.7M———
Basecamp Wealth Advisors LLC
N/A—10,959-10,959-100%$1.7M———
AR Asset Management Inc
N/A—10,750-10,750-100%$1.7M———
Silvercrest Asset Management Group LLC
N/A—10,746-10,746-100%$1.7M———
Drexel Morgan & Co.
N/A—10,720-10,720-100%$1.7M———
Boston Family Office LLC
N/A—10,627-10,627-100%$1.7M———
Horizon Kinetics Asset Management LLC
N/A—10,588-10,588-100%$1.7M———
Walsky Investment Management, Inc.
N/A—10,507-10,507-100%$1.6M———
Somerville Kurt F
N/A—10,438-10,438-100%$1.6M———
Holderness Investments Co
N/A—10,410-10,410-100%$1.6M———
Bridgewater Advisors Inc.
N/A—10,369-10,369-100%$1.6M———
Jane Street Group, LLC
N/A—10,207-10,207-100%$1.6M———
Berkeley Capital Partners, LLC
N/A—10,041-10,041-100%$1.6M———
Voya Financial Advisors, Inc.
N/A—10,020-10,020-100%$1.6M———
Osprey Private Wealth LLC
N/A—10,000-10,000-100%$1.6M———
Verition Fund Management LLC
N/A—10,000-10,000-100%$1.6M———
Public Employees Retirement System of Ohio
N/A—9,700-9,700-100%$1.5M———
Stock Yards Bank & Trust Co
N/A—9,690-9,690-100%$1.5M———
BFC Planning, Inc.
N/A—9,576-9,576-100%$1.5M———
AE Wealth Management LLC
N/A—9,392-9,392-100%$1.5M———
Stratos Wealth Partners, Ltd.
N/A—9,205-9,205-100%$1.4M———
Modern Wealth Management, LLC
N/A—9,144-9,144-100%$1.4M———
Essex Financial Services, Inc.
N/A—8,976-8,976-100%$1.4M———
Crux Wealth Advisors
N/A—8,973-8,973-100%$1.4M———
Connable Office Inc
N/A—8,946-8,946-100%$1.4M———
Gladstone Institutional Advisory LLC
N/A—8,936-8,936-100%$1.4M———
Becker Capital Management Inc
N/A—8,857-8,857-100%$1.4M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—8,830-8,830-100%$1.4M———
Douglass Winthrop Advisors, LLC
N/A—8,755-8,755-100%$1.4M———
Lcnb Corp
N/A—8,673-8,673-100%$1.4M———
Mayflower Financial Advisors, LLC
N/A—8,591-8,591-100%$1.3M———
Stratos Wealth Advisors, LLC
N/A—8,587-8,587-100%$1.3M———
OneDigital Investment Advisors LLC
N/A—8,585-8,585-100%$1.3M———
Kensington Investment Counsel, LLC
N/A—8,456-8,456-100%$1.3M———
Simmons Bank
N/A—8,408-8,408-100%$1.3M———
Hilltop Holdings Inc.
N/A—8,383-8,383-100%$1.3M———
Transcend Capital Advisors, LLC
N/A—8,348-8,348-100%$1.3M———
Sittner & Nelson, LLC
N/A—8,339-8,339-100%$1.3M———
Quantbot Technologies LP
N/A—8,263-8,263-100%$1.3M———
Flputnam Investment Management Co
N/A—8,090-8,090-100%$1.3M———
RD Lewis Holdings, Inc.
N/A—8,071-8,071-100%$1.3M———
Kayne Anderson Rudnick Investment Management LLC
N/A—8,039-8,039-100%$1.3M———
Stonebridge Capital Management Inc
N/A—8,032-8,032-100%$1.3M———
Independent Advisor Alliance
N/A—8,003-8,003-100%$1.3M———
Ruggaard & Associates LLC
N/A—7,643-7,643-100%$1.2M———
Focus Partners Advisor Solutions, LLC
N/A—7,504-7,504-100%$1.2M———
Rehmann Capital Advisory Group
N/A—7,503-7,503-100%$1.2M———
Syon Capital LLC
N/A—7,220-7,220-100%$1.1M———
Keystone Financial Services
N/A—7,155-7,155-100%$1.1M———
Headlands Technologies LLC
N/A—7,145-7,145-100%$1.1M———
Frec Markets, Inc.
N/A—7,133-7,133-100%$1.1M———
Minot DeBlois Advisors LLC
N/A—7,091-7,091-100%$1.1M———
Hutner Capital Management Inc
N/A—6,891-6,891-100%$1.1M———
Castlekeep Investment Advisors LLC
N/A—6,792-6,792-100%$1.1M———
Southeast Asset Advisors, LLC
N/A—6,716-6,716-100%$1.1M———
Financial Engines Advisors L.L.C.
N/A—6,697-6,697-100%$1.0M———
Stephens Inc
N/A—6,628-6,628-100%$1.0M———
Sykon Capital LLC
N/A—6,403-6,403-100%$1.0M———
Bluespring Wealth Management, LLC
N/A—6,278-6,278-100%$983.9K———
Keel Point, LLC
N/A—6,229-6,229-100%$976.2K———
Insigneo Advisory Services, LLC
N/A—6,217-6,217-100%$974.3K———
ST Germain D J Co Inc
N/A—6,177-6,177-100%$968.1K———
Seeds Investor LLC
N/A—6,174-6,174-100%$967.6K———
North Star Asset Management Inc
N/A—6,158-6,158-100%$965.1K———
Sivia Capital Partners, LLC
N/A—6,151-6,151-100%$964.0K———
Credit Agricole S A
N/A—6,089-6,089-100%$954.3K———
Schulhoff & Co Inc
N/A—6,053-6,053-100%$948.6K———
Aberdeen Wealth Management LLC
N/A—6,045-6,045-100%$947.4K———
Benjamin Edwards Inc
N/A—5,979-5,979-100%$937.0K———
Anchor Investment Management, LLC
N/A—5,952-5,952-100%$932.8K———
Lazard Asset Management LLC
N/A—5,897-5,897-100%$924.2K———
Arvest Bank Trust Division
N/A—5,844-5,844-100%$915.9K———
Mitchell Mcleod Pugh & Williams Inc
N/A—5,794-5,794-100%$908.0K———
Steadtrust LLC
N/A—5,769-5,769-100%$904.1K———
Calydon Capital
N/A—5,755-5,755-100%$901.9K———
Centaurus Financial, Inc.
N/A—5,748-5,748-100%$901.0K———
Twin City Private Wealth, LLC
N/A—5,647-5,647-100%$885.0K———
Aureus Asset Management, LLC
N/A—5,586-5,586-100%$875.4K———
CVA Family Office, LLC
N/A—5,542-5,542-100%$868.5K———
Wealthspire Advisors, LLC
N/A—5,454-5,454-100%$854.7K———
IHT Wealth Management, LLC
N/A—5,450-5,450-100%$854.1K———
Goldstone Financial Group, LLC
N/A—5,430-5,430-100%$851.0K———
Summit Financial, LLC
N/A—5,394-5,394-100%$845.3K———
Regal Investment Advisors LLC
N/A—5,361-5,361-100%$840.2K———
Knightsbridge Asset Management, LLC
N/A—5,345-5,345-100%$837.6K———
Banco de Sabadell, S.a
N/A—5,251-5,251-100%$824.0K———
Circle Wealth Management, LLC
N/A—5,196-5,196-100%$814.3K———
First American Trust, FSB
N/A—5,156-5,156-100%$808.0K———
Mark Sheptoff Financial Planning, LLC
N/A—5,120-5,120-100%$802.4K———
Kintra Wealth, LLC
N/A—5,118-5,118-100%$776.5K———
DF Dent & Co Inc
N/A—5,115-5,115-100%$801.6K———
JMN Financial LLC
N/A—5,089-5,089-100%$797.5K———
Rexford Capital Inc
N/A—5,059-5,059-100%$792.8K———
One Wealth Advisors, LLC
N/A—5,053-5,053-100%$791.9K———
Moneta Group Investment Advisors LLC
N/A—5,046-5,046-100%$790.8K———
Payne Capital LLC
N/A—5,000-5,000-100%$783.6K———
Foundations Investment Advisors, LLC
N/A—4,936-4,936-100%$773.6K———
CFO4Life Group, LLC
N/A—4,916-4,916-100%$770.5K———
Cary Street Partners Financial LLC
N/A—4,915-4,915-100%$770.3K———
Liberty One Investment Management, LLC
N/A—4,810-4,810-100%$753.9K———
Drucker Wealth 3.0, LLC
N/A—4,763-4,763-100%$746.4K———
Jain Global LLC
N/A—4,742-4,742-100%$743.2K———
Cascade Financial Partners, LLC
N/A—4,733-4,733-100%$741.8K———
Ameritas Advisory Services, LLC
N/A—4,647-4,647-100%$728.3K———
Texas Yale Capital Corp.
N/A—4,542-4,542-100%$711.8K———
Pure Financial Advisors, LLC
N/A—4,515-4,515-100%$707.6K———
Ausdal Financial Partners, Inc.
N/A—4,509-4,509-100%$706.6K———
Composition Wealth, LLC
N/A—4,439-4,439-100%$695.7K———
Federation des caisses Desjardins du Quebec
N/A—4,431-4,431-100%$694.4K———
Cambient Family Office, LLC
N/A—4,264-4,264-100%$668.3K———
RNC Capital Management LLC
N/A—4,261-4,261-100%$667.8K———
PFG Investments, LLC
N/A—4,173-4,173-100%$653.9K———
Mutual Advisors, LLC
N/A—4,166-4,166-100%$653.0K———
CreativeOne Wealth, LLC
N/A—4,131-4,131-100%$647.5K———
Thornburg Investment Management Inc
N/A—4,114-4,114-100%$644.7K———
Capital Analysts, LLC
N/A—4,070-4,070-100%$632.0K———
Cannell & Spears LLC
N/A—4,047-4,047-100%$634.2K———
Hexagon Capital Partners LLC
N/A—3,990-3,990-100%$625.3K———
Keebeck Wealth Management
N/A—3,950-3,950-100%$619.0K———
Private Wealth Asset Management, LLC
N/A—3,927-3,927-100%$615.4K———
Qtron Investments LLC
N/A—3,917-3,917-100%$613.9K———
GTS Securities LLC
N/A—3,897-3,897-100%$610.7K———
Dakota Wealth Management
N/A—3,867-3,867-100%$606.0K———
Twin Lakes Capital Management, LLC
N/A—3,830-3,830-100%$600.3K———
Mosaic Family Wealth Partners, LLC
N/A—3,812-3,812-100%$597.4K———
Strategic Investment Advisors / MI
N/A—3,798-3,798-100%$595.2K———
ClearAlpha Technologies LP
N/A—3,757-3,757-100%$588.8K———
New Republic Capital, LLC
N/A—3,729-3,729-100%$584.4K———
Hemenway Trust Co LLC
N/A—3,700-3,700-100%$579.9K———
Prosperity Consulting Group, LLC
N/A—3,684-3,684-100%$577.4K———
Perennial Investment Advisors, LLC
N/A—3,638-3,638-100%$570.0K———
CoreFirst Bank & Trust
N/A—3,525-3,525-100%$552.4K———
OneAscent Family Office, LLC
N/A—3,508-3,508-100%$549.8K———
Round Hill Asset Management
N/A—3,392-3,392-100%$531.6K———
Severin Investments, LLC
N/A—3,333-3,333-100%$522.3K———
Two Sigma Securities, LLC
N/A—3,246-3,246-100%$508.7K———
J. M. Brown & Associates Inc.
N/A—3,213-3,213-100%$503.5K———
Quantum Portfolio Management LLC
N/A—3,206-3,206-100%$502.4K———
Stokes Family Office, LLC
N/A—3,189-3,189-100%$499.8K———
Wealth Alliance, LLC
N/A—3,181-3,181-100%$498.5K———
44 Wealth Management LLC
N/A—3,161-3,161-100%$495.4K———
Tranquilli Financial Advisor LLC
N/A—3,151-3,151-100%$493.8K———
Advyzon Investment Management, LLC
N/A—3,105-3,105-100%$486.5K———
Millstone Evans Group, LLC
N/A—3,102-3,102-100%$486.1K———
Transamerica Financial Advisors, LLC
N/A—3,092-3,092-100%$484.7K———
FLC Capital Advisors
N/A—3,066-3,066-100%$480.5K———
Bridgefront Capital, LLC
N/A—3,062-3,062-100%$479.9K———
Klingenstein Fields & Co LP
N/A—3,047-3,047-100%$477.5K———
J Hagan Capital, Inc.
N/A—3,010-3,010-100%$471.7K———
Beacon Investment Advisors LLC
N/A—3,000-3,000-100%$470.2K———
Pointe Capital Management LLC
N/A—2,977-2,977-100%$466.6K———
Spwm Advisors LLC
N/A—2,948-2,948-100%$453.3K———
Broderick Brian C
N/A—2,946-2,946-100%$461.7K———
LRI Investments, LLC
N/A—2,933-2,933-100%$459.7K———
Range Advisory, LLC
N/A—2,911-2,911-100%$456.2K———
Canal Capital Management, LLC
N/A—2,906-2,906-100%$455.4K———
SIH Partners, Lllp
N/A—2,903-2,903-100%$455.0K———
Harvest Fund Management Co., Ltd
N/A—2,900-2,900-100%$454.0K———
National Philanthropic Trust
N/A—2,896-2,896-100%$453.9K———
Ethos Financial Group, LLC
N/A—2,892-2,892-100%$459.3K———
Paces Ferry Wealth Advisors, LLC
N/A—2,881-2,881-100%$451.5K———
one8zero8, LLC
N/A—2,852-2,852-100%$447.0K———
Sound View Wealth Advisors Group, LLC
N/A—2,828-2,828-100%$443.2K———
Ritter Daniher Financial Advisory LLC / de
N/A—2,821-2,821-100%$442.0K———
EWA, LLC
N/A—2,790-2,790-100%$437.2K———
Shelton Capital Management
N/A—2,788-2,788-100%$436.9K———
OneAscent Financial Services LLC
N/A—2,770-2,770-100%$434.1K———
GSA Capital Partners LLP
N/A—2,762-2,762-100%$433.0K———
Guardian Wealth Advisors, LLC / NC
N/A—2,733-2,733-100%$428.3K———
Northstar Group, Inc.
N/A—2,729-2,729-100%$427.7K———
Roundview Capital LLC
N/A—2,707-2,707-100%$424.2K———
Kapstone Financial Advisors LLC
N/A—2,695-2,695-100%$422.4K———
NorthRock Partners, LLC
N/A—2,692-2,692-100%$421.9K———
Gotham Asset Management, LLC
N/A—2,683-2,683-100%$420.5K———
Walter & Keenan Wealth Management LLC
N/A—2,670-2,670-100%$418.4K———
Icon Wealth Advisors, LLC
N/A—2,643-2,643-100%$414.2K———
Old Mission Capital LLC
N/A—2,626-2,626-100%$411.5K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—2,614-2,614-100%$409.7K———
Meridian Wealth Advisors, LLC
N/A—2,601-2,601-100%$407.6K———
BSW Wealth Partners
N/A—2,595-2,595-100%$406.7K———
Wimmer Associates 1, LLC
N/A—2,594-2,594-100%$406.5K———
Delaney Dennis R
N/A—2,575-2,575-100%$403.6K———
Flatrock Wealth Partners LLC
N/A—2,503-2,503-100%$392.3K———
Summitry LLC
N/A—2,464-2,464-100%$386.2K———
M. Kulyk & Associates, LLC
N/A—2,439-2,439-100%$382.2K———
Stonebrook Private Inc.
N/A—2,438-2,438-100%$382.1K———
Cary Street Partners Investment Advisory LLC
N/A—2,406-2,406-100%$377.0K———
Aspen Grove Capital, LLC
N/A—2,397-2,397-100%$375.8K———
Bayesian Capital Management, LP
N/A—2,365-2,365-100%$370.6K———
Everpar Advisors LLC
N/A—2,326-2,326-100%$364.5K———
RiverGlades Family Offices LLC
N/A—2,300-2,300-100%$360.5K———
Viawealth, LLC
N/A—2,276-2,276-100%$356.7K———
Tyche Wealth Partners LLC
N/A—2,255-2,255-100%$353.4K———
Chilton Investment Co Inc.
N/A—2,250-2,250-100%$352.6K———
Aigen Investment Management, LP
N/A—2,243-2,243-100%$351.5K———
Keystone Financial Group
N/A—2,238-2,238-100%$350.8K———
Bruce G. Allen Investments, LLC
N/A—2,208-2,208-100%$346.0K———
Jackson Thornton Wealth Management, LLC
N/A—2,206-2,206-100%$345.7K———
Liberty Wealth Management LLC
N/A—2,205-2,205-100%$336.7K———
Tower Wealth Partners, Inc.
N/A—2,192-2,192-100%$343.5K———
Crestmont Private Wealth LLC
N/A—2,188-2,188-100%$342.9K———
Kovack Advisors, Inc.
N/A—2,160-2,160-100%$334.3K———
Wayfinding Financial, LLC
N/A—2,153-2,153-100%$337.0K———
Farmers National Bank
N/A—2,145-2,145-100%$336.2K———
Permanens Capital L.P.
N/A—2,125-2,125-100%$333.0K———
Howe & Rusling Inc
N/A—2,112-2,112-100%$330.9K———
Steigerwald, Gordon & Koch Inc.
N/A—2,091-2,091-100%$327.7K———
Ancora Advisors LLCA
N/A—2,086-2,086-100%$327.0K———
Cauble & Harre Wealth Management, Inc.
N/A—2,085-2,085-100%$326.8K———
Paradigm Capital Management, LLC
N/A—2,072-2,072-100%$325.0K———
Elk River Wealth Management LLC
N/A—2,060-2,060-100%$322.8K———
Proficio Capital Partners LLC
N/A—2,058-2,058-100%$322.5K———
F/m Investments LLC
N/A—2,050-2,050-100%$321.3K———
Whalerock Point Partners, LLC
N/A—2,050-2,050-100%$321.3K———
Legacy Wealth Advisors, LLC
N/A—2,043-2,043-100%$320.2K———
Cozad Asset Management Inc
N/A—2,007-2,007-100%$314.5K———
Peak Asset Management, LLC
N/A—2,000-2,000-100%$313.4K———
Spinnaker Trust
N/A—1,974-1,974-100%$309.4K———
Intellectus Partners, LLC
N/A—1,962-1,962-100%$307.5K———
Capital Advisors Inc
N/A—1,953-1,953-100%$306.0K———
Mattson Financial Services, LLC
N/A—1,941-1,941-100%$296.4K———
EntryPoint Capital, LLC
N/A—1,936-1,936-100%$303.4K———
South Street Advisors LLC
N/A—1,934-1,934-100%$303.1K———
Clearbridge Investments, LLC
N/A—1,917-1,917-100%$300.4K———
Quotient Wealth Partners, LLC
N/A—1,901-1,901-100%$297.9K———
Avalon Trust Co
N/A—1,900-1,900-100%$297.8K———
SageView Advisory Group, LLC
N/A—1,894-1,894-100%$296.9K———
Smith, Moore & Co.
N/A—1,870-1,870-100%$293.1K———
Cura Wealth Advisors, LLC
N/A—1,863-1,863-100%$292.0K———
Ponta Wealth Partners, LLC
N/A—1,861-1,861-100%$291.7K———
Empower Advisory Group, LLC
N/A—1,842-1,842-100%$288.7K———
Van Diest Capital, LLC
N/A—1,832-1,832-100%$287.2K———
Astoria Portfolio Advisors Llc.
N/A—1,831-1,831-100%$286.9K———
Brown Financial Advisors
N/A—1,821-1,821-100%$285.4K———
Cape COD Five Cents Savings Bank
N/A—1,819-1,819-100%$285.1K———
Pallas Capital Advisors LLC
N/A—1,811-1,811-100%$283.8K———
Entelevest, LLC
N/A—1,810-1,810-100%$283.7K———
Red Door Wealth Management, LLC
N/A—1,807-1,807-100%$283.2K———
Atlas Legacy Advisors, LLC
N/A—1,788-1,788-100%$276.3K———
American Trust
N/A—1,745-1,745-100%$273.5K———
Leith Wheeler Investment Counsel Ltd.
N/A—1,745-1,745-100%$273.5K———
Founders Financial Alliance, LLC
N/A—1,726-1,726-100%$270.5K———
Bank of Hawaii
N/A—1,720-1,720-100%$269.6K———
Bravera Wealth
N/A—1,710-1,710-100%$268.0K———
Argent Advisors, Inc.
N/A—1,705-1,705-100%$267.2K———
Houlihan Financial Resource Group, Ltd.
N/A—1,700-1,700-100%$266.4K———
Fortis Capital Management LLC
N/A—1,665-1,665-100%$260.9K———
S Harris Financial Group, LLC
N/A—1,640-1,640-100%$257.1K———
Townsquare Capital LLC
N/A—1,638-1,638-100%$256.7K———
Gateway Wealth Partners, LLC
N/A—1,608-1,608-100%$252.0K———
Parallax Volatility Advisers, L.P.
N/A—1,602-1,602-100%$251.1K———
Azimuth Capital Investment Management LLC
N/A—1,598-1,598-100%$250.4K———
Palumbo Wealth Management LLC
N/A—1,567-1,567-100%$245.5K———
Shepherd Wealth Management Ltd Liability Co
N/A—1,549-1,549-100%$239.5K———
Westmount Partners, LLC
N/A—1,548-1,548-100%$242.6K———
AssuredPartners Investment Advisors, LLC
N/A—1,548-1,548-100%$242.6K———
Tevis Investment Management
N/A—1,546-1,546-100%$242.3K———
Bristlecone Value Partners, LLC
N/A—1,505-1,505-100%$235.9K———
Causeway Capital Management LLC
N/A—1,501-1,501-100%$235.2K———
Nicolet Bankshares Inc
N/A—1,500-1,500-100%$235.1K———
SIG Brokerage, LP
N/A—1,476-1,476-100%$231.3K———
Fiduciary Wealth Partners, LLC
N/A—1,464-1,464-100%$229.4K———
BBR Partners, LLC
N/A—1,450-1,450-100%$227.2K———
HHM Wealth Advisors, LLC
N/A—1,449-1,449-100%$227.1K———
Meeder Advisory Services, Inc.
N/A—1,428-1,428-100%$223.8K———
Twin Peaks Wealth Advisors, LLC
N/A—1,427-1,427-100%$223.6K———
Bluebird Wealth Management LLC
N/A—1,423-1,423-100%$223.0K———
Continuum Advisory, LLC
N/A—1,421-1,421-100%$222.7K———
Rothschild Wealth LLC
N/A—1,412-1,412-100%$221.2K———
Goepper Burkhardt LLC
N/A—1,400-1,400-100%$219.4K———
Royal Capital Wealth Management, LLC
N/A—1,394-1,394-100%$218.5K———
Colonial Trust Advisors
N/A—1,390-1,390-100%$217.9K———
Fidelis Capital Partners, LLC
N/A—1,383-1,383-100%$216.7K———
O'rourke & Company, Inc
N/A—1,378-1,378-100%$216.0K———
Cascades Capital Asset Management, LLC
N/A—1,362-1,362-100%$213.5K———
Family Manage LLC
N/A—1,359-1,359-100%$213.0K———
Tiaa Wealth Investment Management LLC
N/A—1,354-1,354-100%$212.2K———
Muirfield Wealth Advisors LLC
N/A—1,353-1,353-100%$212.1K———
Fiduciary Financial Advisors
N/A—1,331-1,331-100%$208.0K———
Octavia Wealth Advisors, LLC
N/A—1,326-1,326-100%$207.8K———
Scientech Research LLC
N/A—1,315-1,315-100%$206.1K———
Sfmg, LLC
N/A—1,314-1,314-100%$205.9K———
Prestige Wealth Management Group LLC
N/A—1,305-1,305-100%$204.5K———
Dunhill Financial, LLC
N/A—1,303-1,303-100%$204.3K———
American Trust Investment Advisors, LLC
N/A—1,292-1,292-100%$202.5K———
Madison Wealth Partners, Inc
N/A—1,281-1,281-100%$200.8K———
Monetary Management Group Inc
N/A—1,259-1,259-100%$197.3K———
PIN OAK Investment Advisors Inc
N/A—1,253-1,253-100%$196.0K———
Hills Bank & Trust Co
N/A—1,252-1,252-100%$196.2K———
SHP Wealth Management
N/A—1,144-1,144-100%$179.3K———
Strategic Wealth Partners, Ltd.
N/A—1,133-1,133-100%$177.5K———
McMillan Office, Inc.
N/A—1,068-1,068-100%$167.4K———
Corient IA LP
N/A—1,030-1,030-100%$161.4K———
Glen Eagle Advisors, LLC
N/A—1,001-1,001-100%$156.9K———
Cornerstone Financial Management LLC
N/A—980-980-100%$153.6K———
Twin Tree Management, LP
N/A—974-974-100%$152.6K———
Allied Private Wealth LLC
N/A—947-947-100%$146.9K———
Colonial Trust Co / SC
N/A—903-903-100%$141.6K———
Tacita Capital Inc
N/A—885-885-100%$138.7K———
Edmond de Rothschild Holding S.A.
N/A—800-800-100%$125.4K———
Tripletail Wealth Management, LLC
N/A—790-790-100%$126.3K———
Crews Bank & Trust
N/A—786-786-100%$123.2K———
Abound Financial, LLC
N/A—771-771-100%$120.8K———
IMA Advisory Services, Inc.
N/A—743-743-100%$116.4K———
LOM Asset Management Ltd
N/A—720-720-100%$112.8K———
Evelyn Partners Group Ltd
N/A—700-700-100%$109.7K———
WealthCollab, LLC
N/A—692-692-100%$108.5K———
EFG International AG
N/A—648-648-100%$101.6K———
Ameriflex Group, Inc.
N/A—586-586-100%$91.8K———
GW&K Investment Management, LLC
N/A—581-581-100%$91.0K———
Limestone Investment Advisors LP
N/A—562-562-100%$88.1K———
Parvin Asset Management, LLC
N/A—525-525-100%$82.3K———
Purpose Unlimited Inc.
N/A—519-519-100%$81.6K———
Orion Capital Management LLC
N/A—500-500-100%$78.4K———
Accent Capital Management, LLC
N/A—438-438-100%$68.6K———
Bogart Wealth, LLC
N/A—406-406-100%$63.6K———
Timbuktu Capital Management, LLC
N/A—400-400-100%$62.7K———
Fourth Dimension Wealth, LLC
N/A—400-400-100%$62.7K———
Broadwater Capital Management LLC
N/A—370-370-100%$58.0K———
Aventura Private Wealth, LLC
N/A—359-359-100%$56.3K———
Raffa Wealth Management, LLC
N/A—319-319-100%$50.0K———
South Plains Financial, Inc.
N/A—296-296-100%$46.4K———
VSM Wealth Advisory, LLC
N/A—292-292-100%$45.8K———
Lavaca Capital LLC
N/A—278-278-100%$43.6K———
Medallion Wealth Advisors, LLC
N/A—265-265-100%$41.5K———
Measured Wealth Private Client Group, LLC
N/A—259-259-100%$40.6K———
Nalls Sherbakoff Group, LLC
N/A—250-250-100%$39.2K———
Coppell Advisory Solutions LLC
N/A—237-237-100%$1.2M———
Wellington-Altus USA Inc.
N/A—221-221-100%$33.8K———
Kilter Group LLC
N/A—209-209-100%$32.8K———
Crewe Advisors LLC
N/A—206-206-100%$32.3K———
Burnham & Co LLC
N/A—200-200-100%$31.3K———
Frazier Financial Advisors, LLC
N/A—200-200-100%$31.3K———
Silicon Valley Capital Partners
N/A—192-192-100%$30.0K———
BOK Financial Private Wealth, Inc.
N/A—183-183-100%$28.7K———
Cbiz Investment Advisory Services, LLC
N/A—167-167-100%$25.5K———
JPL Wealth Management, LLC
N/A—162-162-100%$25.5K———
Copia Wealth Management
N/A—160-160-100%$25.1K———
Westfuller Advisors, LLC
N/A—156-156-100%$24.4K———
Imprint Wealth LLC
N/A—150-150-100%$23.5K———
E Fund Management (Hong Kong) Co., Ltd.
N/A—138-138-100%$21.6K———
Webster Bank, N. A.
N/A—100-100-100%$15.7K———
Westend Capital Management, LLC
N/A—100-100-100%$15.7K———
Hamrick Investment Counsel, llc
N/A—100-100-100%$15.7K———
FWL Investment Management, LLC
N/A—90-90-100%$14.1K———
Nova Wealth Management, Inc.
N/A—88-88-100%$13.8K———
Strategic Investment Solutions, Inc.
N/A—80-80-100%$12.5K———
Beaird Harris Wealth Management, LLC
N/A—78-78-100%$12.2K———
Toronto Dominion Bank
N/A—75-75-100%$12.0K———
Napier Financial, LLC
N/A—74-74-100%$11.6K———
Caitlin John, LLC
N/A—71-71-100%$11.1K———
Boreal Capital Management LLC
N/A—65-65-100%$10.2K———
Jackson, Grant Investment Advisers, Inc.
N/A—56-56-100%$8.8K———
Marshall Investment Management, LLC
N/A—51-51-100%$8.0K———
JDM Financial Group LLC
N/A—51-51-100%$8.0K———
Ankerstar Wealth, LLC
N/A—44-44-100%$6.9K———
Godfrey Financial Associates, Inc.
N/A—41-41-100%$6.4K———
Synergy Investment Management, LLC
N/A—40-40-100%$6.3K———
Horizon Investments, LLC
N/A—39-39-100%$6.1K———
TD Capital Management LLC
N/A—33-33-100%$5.2K———
Johnson Financial Group, Inc.
N/A—33-33-100%$5.2K———
Delta Asset Management LLC
N/A—30-30-100%$4.7K———
MidFirst Bank
N/A—30-30-100%$4.7K———
Hollencrest Capital Management
N/A—20-20-100%$3.1K———
Corsicana & Co.
N/A—16-16-100%$2.5K———
Keating Financial Advisory Services, Inc.
N/A—14-14-100%$2.2K———
Luminist Capital LLC
N/A—13-13-100%$2.0K———
Operose Advisors LLC
N/A—10-10-100%$1.6K———
Tower Research Capital LLC (TRC)
N/A—2-2-100%$313———
Showing 1693 of 1693 institutions