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Novo-Nordisk A/S (NVO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Everett Harris & Co
DECREASED
Shares6,468,494 from 6,475,622
Change-7,128 (0%)
Value$245.2M (-$65.2M)
Filed 2026-10-28
Saratoga Research & Investment Management
DECREASED
Shares3,181,453 from 3,236,009
Change-54,556 (-2%)
Value$120.6M (-$34.5M)
Filed 2026-10-16
Markel Group Inc.
UNCHANGED
Shares2,869,774 from 2,869,774
Change0 (0%)
Value$108.8M (-$28.8M)
Filed 2026-10-30
Citigroup Inc
INCREASED
Shares1,425,569 from 1,006,032
Change+419,537 (+42%)
Value$54.0M (+$5.8M)
Filed 2026-11-04
Dimensional Fund Advisors LP
INCREASED
Shares1,388,457 from 1,292,688
Change+95,769 (+7%)
Value$52.6M (-$9.3M)
Filed 2026-11-04
Oppenheimer Asset Management Inc.
DECREASED
Shares833,519 from 874,376
Change-40,857 (-5%)
Value$31.6M (-$10.3M)
Filed 2026-10-27
Bank of New York Mellon Corp
INCREASED
Shares778,027 from 413,684
Change+364,343 (+88%)
Value$29.5M (+$9.7M)
Filed 2026-11-05
Truist Financial Corp
DECREASED
Shares699,121 from 730,624
Change-31,503 (-4%)
Value$26.5M (-$8.5M)
Filed 2026-10-30
Creative Planning
DECREASED
Shares636,902 from 646,107
Change-9,205 (-1%)
Value$24.1M (-$6.8M)
Filed 2026-11-02
Euro Pacific Asset Management, LLC
INCREASED
Shares596,858 from 594,135
Change+2,723 (+0%)
Value$22.6M (+$22.6M)
Filed 2026-11-03
Academy Capital Management
DECREASED
Shares474,607 from 479,184
Change-4,577 (-1%)
Value$18.0M (-$5.0M)
Filed 2026-11-05
Nichols & Pratt Advisers LLP
DECREASED
Shares458,256 from 477,675
Change-19,419 (-4%)
Value$17.1M (-$5.8M)
Filed 2026-10-13
Imc-Chicago, LLC
NEW
Shares436,742
Change+436,742
Value$16.6M
Filed 2026-11-05
Corda Investment Management, Llc.
INCREASED
Shares435,485 from 418,791
Change+16,694 (+4%)
Value$16.5M (-$3.6M)
Filed 2026-10-22
JIA Investment Alliance Pte. Ltd.
UNCHANGED
Shares426,700 from 426,700
Change0 (0%)
Value$16.2M (-$4.3M)
Filed 2026-10-06
Pictet Asset Management Holding SA
DECREASED
Shares386,949 from 395,861
Change-8,912 (-2%)
Value$14.7M (-$4.3M)
Filed 2026-11-03
Analyst IMS Investment Management Services Ltd.
DECREASED
Shares385,300 from 410,770
Change-25,470 (-6%)
Value$14.6K (-$19.7M)
Filed 2026-11-05
Philip James Wealth Mangement, LLC
INCREASED
Shares383,875 from 269,741
Change+114,134 (+42%)
Value$14.6M (+$1.6M)
Filed 2026-10-27
QV Investors Inc.
DECREASED
Shares363,958 from 369,468
Change-5,510 (-1%)
Value$13.8K (-$17.7M)
Filed 2026-10-20
Cullen T Bankers, Inc.
INCREASED
Shares351,463 from 341,905
Change+9,558 (+3%)
Value$13.3M (-$3.1M)
Filed 2026-10-28
Cantor Fitzgerald Investment Advisors L.P.
INCREASED
Shares333,620 from 214,075
Change+119,545 (+56%)
Value$12.6M (+$2.4M)
Filed 2026-10-21
Penbrook Management LLC
DECREASED
Shares311,500 from 316,200
Change-4,700 (-1%)
Value$11.8M (-$3.3M)
Filed 2026-10-16
Modera Wealth Management, LLC
DECREASED
Shares288,276 from 305,796
Change-17,520 (-6%)
Value$10.9M (-$3.7M)
Filed 2026-10-28
Cambiar Investors LLC
DECREASED
Shares287,745 from 293,933
Change-6,188 (-2%)
Value$10.9M (-$3.2M)
Filed 2026-11-04
Prospera Financial Services Inc
DECREASED
Shares275,652 from 308,903
Change-33,251 (-11%)
Value$11.0M (-$3.8M)
Filed 2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares275,503 from 273,589
Change+1,914 (+1%)
Value$10.5M (-$2.8M)
Filed 2026-10-13
Viking Fund Management LLC
UNCHANGED
Shares270,000 from 270,000
Change0 (0%)
Value$10.2M (-$2.7M)
Filed 2026-10-14
Mirae Asset Global Investments Co., Ltd.
DECREASED
Shares263,943 from 297,881
Change-33,938 (-11%)
Value$10.0M (-$4.3M)
Filed 2026-11-03
Commonwealth Equity Services, LLC
INCREASED
Shares261,828 from 260,565
Change+1,263 (+0%)
Value$9.9M (-$2.6M)
Filed 2026-11-02
Chicago Partners Investment Group LLC
INCREASED
Shares241,798 from 22,731
Change+219,067 (+964%)
Value$9.4M (+$8.3M)
Filed 2026-10-27
Oppenheimer & Co Inc
INCREASED
Shares241,534 from 232,766
Change+8,768 (+4%)
Value$9.2M (-$2.0M)
Filed 2026-10-26
RPG Investment Advisory, LLC
DECREASED
Shares237,322 from 346,673
Change-109,351 (-32%)
Value$9.0M (-$7.6M)
Filed 2026-10-21
Traynor Capital Management, Inc.
DECREASED
Shares232,430 from 247,912
Change-15,482 (-6%)
Value$8.8M (-$3.1M)
Filed 2026-10-29
JLB & Associates Inc
DECREASED
Shares204,658 from 209,088
Change-4,430 (-2%)
Value$9.8M (-$212.4K)
Filed 2026-10-27
J. Safra Sarasin Holding AG
INCREASED
Shares200,266 from 134,442
Change+65,824 (+49%)
Value$7.6M (+$1.1M)
Filed 2026-10-26
Kestra Advisory Services, LLC
INCREASED
Shares182,097 from 145,845
Change+36,252 (+25%)
Value$6.9M (-$88.5K)
Filed 2026-11-02
Ethic Inc.
INCREASED
Shares175,739 from 159,699
Change+16,040 (+10%)
Value$6.7M (-$993.7K)
Filed 2026-11-03
Birch Capital Management, LLC
INCREASED
Shares172,533 from 167,489
Change+5,044 (+3%)
Value$6.5M (-$1.5M)
Filed 2026-10-27
Exchange Traded Concepts, LLC
INCREASED
Shares169,950 from 146,234
Change+23,716 (+16%)
Value$6.4M (-$567.7K)
Filed 2026-10-28
Eldred Rock Partners, LLC
INCREASED
Shares164,867 from 163,661
Change+1,206 (+1%)
Value$6.3M (-$1.6M)
Filed 2026-10-13
Pekin Hardy Strauss, Inc.
INCREASED
Shares164,673 from 70,160
Change+94,513 (+135%)
Value$6.2M (+$2.9M)
Filed 2026-11-02
OAK Family Advisors, LLC
DECREASED
Shares163,144 from 320,656
Change-157,512 (-49%)
Value$6.2M (-$9.2M)
Filed 2026-10-19
Foundation Resource Management Inc
DECREASED
Shares159,173 from 177,838
Change-18,665 (-10%)
Value$6.0M (-$2.5M)
Filed 2026-10-19
Atria Investments, Inc
INCREASED
Shares156,371 from 154,981
Change+1,390 (+1%)
Value$5.9M (-$1.5M)
Filed 2026-10-15
San Luis Wealth Advisors LLC
INCREASED
Shares148,001 from 132,793
Change+15,208 (+11%)
Value$5.6M (-$755.4K)
Filed 2026-10-27
Beacon Investment Advisory Services, Inc.
DECREASED
Shares142,273 from 145,810
Change-3,537 (-2%)
Value$5.4M (-$1.6M)
Filed 2026-10-13
Hohimer Wealth Management, LLC
INCREASED
Shares139,895 from 87,664
Change+52,231 (+60%)
Value$5.3M (+$1.1M)
Filed 2026-11-04
Assetmark, Inc
DECREASED
Shares137,844 from 178,606
Change-40,762 (-23%)
Value$5.2M (-$3.3M)
Filed 2026-10-21
Greenfield Seitz Capital Management, LLC
INCREASED
Shares128,621 from 122,792
Change+5,829 (+5%)
Value$4.9M (-$1.0M)
Filed 2026-10-29
Carnegie Investment Counsel
DECREASED
Shares121,560 from 170,256
Change-48,696 (-29%)
Value$4.6M (-$3.6M)
Filed 2026-10-20
Intesa Sanpaolo Wealth Management
INCREASED
Shares120,200 from 118,200
Change+2,000 (+2%)
Value$4.6M (-$1.1M)
Filed 2026-10-28
Martin Capital Partners, LLC
DECREASED
Shares119,277 from 120,258
Change-981 (-1%)
Value$4.5M (-$1.2M)
Filed 2026-10-07
Choreo, LLC
DECREASED
Shares118,625 from 121,486
Change-2,861 (-2%)
Value$4.5M (-$1.3M)
Filed 2026-10-28
Salem Investment Counselors Inc
INCREASED
Shares117,692 from 61,839
Change+55,853 (+90%)
Value$4.5M (+$1.5M)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares108,959 from 117,033
Change-8,074 (-7%)
Value$4.1K (-$5.6M)
Filed 2026-11-02
Lynch Asset Management, Inc.
UNCHANGED
Shares108,350 from 108,350
Change0 (0%)
Value$4.1M (-$1.1M)
Filed 2026-10-28
Grimes & Co Wealth Management, LLC
INCREASED
Shares108,199 from 106,242
Change+1,957 (+2%)
Value$4.1M (-$991.4K)
Filed 2026-10-29
Smithbridge Asset Management Inc
INCREASED
Shares106,090 from 102,069
Change+4,021 (+4%)
Value$4.0M (-$871.3K)
Filed 2026-10-19
Azzad Asset Management Inc
DECREASED
Shares103,598 from 107,307
Change-3,709 (-3%)
Value$3.9M (-$1.2M)
Filed 2026-11-04
MacKenzie Financial Corp
INCREASED
Shares103,473 from 102,804
Change+669 (+1%)
Value$3.9M (-$1.0M)
Filed 2026-11-02
Todd Asset Management LLC
DECREASED
Shares101,570 from 134,460
Change-32,890 (-24%)
Value$3.9M (-$2.6M)
Filed 2026-10-27
Concurrent Investment Advisors, LLC
DECREASED
Shares100,569 from 103,790
Change-3,221 (-3%)
Value$3.8M (-$1.2M)
Filed 2026-10-16
Autumn Glory Partners, LLC
UNCHANGED
Shares99,888 from 99,888
Change0 (0%)
Value$3.8M (-$1.0M)
Filed 2026-10-26
Americana Partners, LLC
INCREASED
Shares99,180 from 96,757
Change+2,423 (+3%)
Value$3.8M (-$878.6K)
Filed 2026-10-28
Old National Bancorp
DECREASED
Shares98,918 from 273,640
Change-174,722 (-64%)
Value$3.7M (-$9.4M)
Filed 2026-10-20
Calamos Advisors LLC
UNCHANGED
Shares98,472 from 98,472
Change0 (0%)
Value$3.7M (-$987.7K)
Filed 2026-11-02
AGF Management LTD
NEW
Shares92,286
Change+92,286
Value$3.5M
Filed 2026-11-03
Farther Finance Advisors, LLC
INCREASED
Shares91,827 from 83,020
Change+8,807 (+11%)
Value$3.5M (-$499.7K)
Filed 2026-10-08
Vontobel Holding Ltd.
DECREASED
Shares87,356 from 113,956
Change-26,600 (-23%)
Value$3.3M (-$2.2M)
Filed 2026-10-16
Simplex Trading, LLC
NEW
Shares85,735
Change+85,735
Value$3.3M
Filed 2026-11-04
Third View Private Wealth, LLC
INCREASED
Shares84,641 from 74,210
Change+10,431 (+14%)
Value$3.2M (-$348.9K)
Filed 2026-10-30
Wedbush Securities Inc
INCREASED
Shares83,292 from 81,656
Change+1,636 (+2%)
Value$3.2K (-$3.9M)
Filed 2026-10-22
Eastover Investment Advisors LLC
DECREASED
Shares83,162 from 84,893
Change-1,731 (-2%)
Value$3.2M (-$917.1K)
Filed 2026-10-05
Eastern Bank
DECREASED
Shares82,419 from 122,583
Change-40,164 (-33%)
Value$3.1M (-$2.8M)
Filed 2026-10-05
Allen Capital Group, LLC
INCREASED
Shares76,686 from 76,530
Change+156 (+0%)
Value$2.9M (-$761.7K)
Filed 2026-10-27
Marathon Capital Management
DECREASED
Shares76,284 from 78,134
Change-1,850 (-2%)
Value$2.9M (-$853.8K)
Filed 2026-10-23
Portside Wealth Group, LLC
DECREASED
Shares75,958 from 76,258
Change-300 (0%)
Value$2.9M (-$776.2K)
Filed 2026-10-20
Keybank National Association
INCREASED
Shares74,170 from 57,588
Change+16,582 (+29%)
Value$2.8M (+$51.0K)
Filed 2026-11-04
Signaturefd, LLC
DECREASED
Shares72,940 from 75,831
Change-2,891 (-4%)
Value$2.8M (-$870.2K)
Filed 2026-10-23
Jcic Asset Management Inc.
INCREASED
Shares72,923 from 56,139
Change+16,784 (+30%)
Value$2.8M (+$701.4K)
Filed 2026-10-30
Evergreen Capital Management LLC
DECREASED
Shares72,380 from 85,847
Change-13,467 (-16%)
Value$2.7M (-$1.4M)
Filed 2026-10-23
TD Waterhouse Canada Inc.
DECREASED
Shares71,887 from 74,856
Change-2,969 (-4%)
Value$2.7M (-$961.4K)
Filed 2026-10-16
Nilsine Partners, LLC
INCREASED
Shares70,906 from 69,503
Change+1,403 (+2%)
Value$2.7M (-$643.9K)
Filed 2026-11-02
Vise Technologies, Inc.
INCREASED
Shares70,350 from 55,435
Change+14,915 (+27%)
Value$2.7M (+$9.4K)
Filed 2026-10-29
Beverly Hills Private Wealth, LLC
INCREASED
Shares69,671 from 63,562
Change+6,109 (+10%)
Value$2.6M (-$405.9K)
Filed 2026-11-04
Mengis Capital Management, Inc.
DECREASED
Shares68,345 from 70,145
Change-1,800 (-3%)
Value$2.6M (-$771.8K)
Filed 2026-10-13
Obsidian CIO, LLC
DECREASED
Shares68,303 from 73,106
Change-4,803 (-7%)
Value$2.6M (-$915.3K)
Filed 2026-11-05
Kennedy Investment Group, Inc.
DECREASED
Shares67,695 from 69,531
Change-1,836 (-3%)
Value$2.6M (-$767.0K)
Filed 2026-10-21
Hara Capital LLC
DECREASED
Shares64,784 from 67,960
Change-3,176 (-5%)
Value$2.5M (-$802.0K)
Filed 2026-10-30
Quadrant Capital Group LLC
DECREASED
Shares63,869 from 115,512
Change-51,643 (-45%)
Value$2.4M (-$3.1M)
Filed 2026-10-20
Range Financial Group LLC
INCREASED
Shares59,702 from 54,505
Change+5,197 (+10%)
Value$2.3M (-$349.7K)
Filed 2026-10-21
Ashton Thomas Private Wealth, LLC
DECREASED
Shares59,545 from 60,488
Change-943 (-2%)
Value$2.3M (-$642.4K)
Filed 2026-11-03
RFG Advisory, LLC
DECREASED
Shares59,294 from 66,135
Change-6,841 (-10%)
Value$2.2M (-$922.7K)
Filed 2026-11-03
Brown, Lisle Ings, Inc.
DECREASED
Shares59,074 from 59,224
Change-150 (0%)
Value$2.2M (-$599.7K)
Filed 2026-10-16
Davenport & Co LLC
DECREASED
Shares57,924 from 71,408
Change-13,484 (-19%)
Value$2.2M (-$1.2M)
Filed 2026-10-14
Apollon Wealth Management, LLC
DECREASED
Shares57,685 from 72,316
Change-14,631 (-20%)
Value$2.2M (-$1.3M)
Filed 2026-10-23
Optimist Retirement Group LLC
INCREASED
Shares57,091 from 52,040
Change+5,051 (+10%)
Value$2.2M (-$330.5K)
Filed 2026-10-30
Henry James International Management Inc.
UNCHANGED
Shares56,781 from 56,781
Change0 (0%)
Value$2.2M (-$569.5K)
Filed 2026-10-14
D.A. Davidson & Co.
DECREASED
Shares56,685 from 56,812
Change-127 (0%)
Value$2.1M (-$574.7K)
Filed 2026-10-28
Cardinal Capital Management
INCREASED
Shares56,187 from 50,261
Change+5,926 (+12%)
Value$2.1M (-$279.5K)
Filed 2026-10-21
Wendell David Associates Inc
DECREASED
Shares56,135 from 59,058
Change-2,923 (-5%)
Value$2.1K (-$2.8M)
Filed 2026-10-27
Atwater Malick LLC
DECREASED
Shares55,996 from 57,670
Change-1,674 (-3%)
Value$2.1M (-$641.9K)
Filed 2026-10-15
Rudd Co d/b/a Styre Wealth
NEW
Shares55,848
Change+55,848
Value$2.1M
Filed 2026-10-29
Parallel Advisors, LLC
DECREASED
Shares55,261 from 56,877
Change-1,616 (-3%)
Value$2.1M (-$631.8K)
Filed 2026-11-03
Factory Mutual Insurance Co
UNCHANGED
Shares55,023 from 55,023
Change0 (0%)
Value$2.1M (-$551.9K)
Filed 2026-10-30
Beutel, Goodman & Co Ltd.
DECREASED
Shares54,313 from 55,413
Change-1,100 (-2%)
Value$2.1K (-$2.7M)
Filed 2026-11-04
Torrey Growth & Income Advisors
DECREASED
Shares54,006 from 55,006
Change-1,000 (-2%)
Value$2.1M (-$585.7K)
Filed 2026-11-04
Reynders McVeigh Capital Management, LLC
NEW
Shares52,581
Change+52,581
Value$2.0M
Filed 2026-10-30
RKL Wealth Management LLC
INCREASED
Shares51,456 from 51,012
Change+444 (+1%)
Value$2.0M (-$494.8K)
Filed 2026-10-16
Eukles Asset Management
DECREASED
Shares50,194 from 50,243
Change-49 (0%)
Value$1.9M (-$505.8K)
Filed 2026-11-04
Park Avenue Securities LLC
INCREASED
Shares49,913 from 46,721
Change+3,192 (+7%)
Value$1.9K (-$2.2M)
Filed 2026-10-26
Prime Capital Investment Advisors, LLC
DECREASED
Shares49,892 from 56,457
Change-6,565 (-12%)
Value$1.9M (-$815.1K)
Filed 2026-10-20
CWA Asset Management Group, LLC
DECREASED
Shares49,136 from 49,879
Change-743 (-1%)
Value$1.9M (-$528.5K)
Filed 2026-10-19
Carolina Wealth Advisors, LLC
DECREASED
Shares49,131 from 52,148
Change-3,017 (-6%)
Value$1.9M (-$637.4K)
Filed 2026-10-23
Allspring Global Investments Holdings, LLC
INCREASED
Shares48,996 from 45,558
Change+3,438 (+8%)
Value$1.8M (-$389.4K)
Filed 2026-11-04
Sterling Capital Management LLC
DECREASED
Shares48,639 from 49,472
Change-833 (-2%)
Value$1.8M (-$527.8K)
Filed 2026-10-22
Ipswich Investment Management Co., Inc.
DECREASED
Shares47,181 from 50,411
Change-3,230 (-6%)
Value$1.8M (-$628.1K)
Filed 2026-10-13
Meridian Investment Counsel Inc.
DECREASED
Shares45,441 from 63,091
Change-17,650 (-28%)
Value$1.7M (-$1.3M)
Filed 2026-10-14
Aviance Capital Partners, LLC
DECREASED
Shares45,406 from 49,981
Change-4,575 (-9%)
Value$1.7M (-$674.7K)
Filed 2026-10-29
Gibbs Wealth Management
INCREASED
Shares45,190 from 36,107
Change+9,083 (+25%)
Value$1.7M (-$17.8K)
Filed 2026-10-22
KMG Fiduciary Partners, LLC
DECREASED
Shares44,885 from 51,957
Change-7,072 (-14%)
Value$1.7M (-$789.2K)
Filed 2026-10-14
ICW Investment Advisors LLC
DECREASED
Shares44,454 from 45,035
Change-581 (-1%)
Value$1.7M (-$473.7K)
Filed 2026-10-27
Sawyer & Company, Inc
DECREASED
Shares44,287 from 45,062
Change-775 (-2%)
Value$1.7M (-$481.4K)
Filed 2026-10-21
Pinnacle Associates LTD
DECREASED
Shares44,013 from 44,192
Change-179 (0%)
Value$1.7M (-$450.0K)
Filed 2026-10-20
IFP Advisors, Inc
INCREASED
Shares42,822 from 30,253
Change+12,569 (+42%)
Value$1.6M (+$173.1K)
Filed 2026-10-16
Mattern Capital Management, LLC
INCREASED
Shares42,373 from 41,849
Change+524 (+1%)
Value$1.6M (-$399.9K)
Filed 2026-11-02
Ted Buchan & Co
DECREASED
Shares42,138 from 61,298
Change-19,160 (-31%)
Value$1.6M (-$1.3M)
Filed 2026-10-23
Sentinel Trust Co LBA
UNCHANGED
Shares41,672 from 41,672
Change0 (0%)
Value$1.6K (-$418)
Filed 2026-11-03
Burkett Asset Management Ltd
INCREASED
Shares41,646 from 41,131
Change+515 (+1%)
Value$1.6M (-$393.0K)
Filed 2026-10-13
Guardian Partners Inc.
DECREASED
Shares41,428 from 49,214
Change-7,786 (-16%)
Value$1.6M (-$788.8K)
Filed 2026-10-21
Norden Group LLC
DECREASED
Shares38,697 from 38,789
Change-92 (0%)
Value$1.5M (-$392.5K)
Filed 2026-10-20
Summit Wealth Group LLC / Co
NEW
Shares37,996
Change+37,996
Value$1.4M
Filed 2026-10-29
Regions Financial Corp
INCREASED
Shares37,308 from 28,929
Change+8,379 (+29%)
Value$1.4M (+$27.5K)
Filed 2026-11-05
Norman Fields, Gottscho Capital Management, LLC
DECREASED
Shares37,125 from 42,255
Change-5,130 (-12%)
Value$1.4M (-$618.3K)
Filed 2026-10-05
Nicollet Investment Management, Inc.
DECREASED
Shares36,721 from 38,896
Change-2,175 (-6%)
Value$1.4K (-$1.9M)
Filed 2026-10-14
Clear Creek Financial Management, LLC
INCREASED
Shares36,631 from 28,506
Change+8,125 (+29%)
Value$1.4M (+$22.1K)
Filed 2026-10-28
Sepio Capital, LP
DECREASED
Shares35,709 from 36,095
Change-386 (-1%)
Value$1.4M (-$376.7K)
Filed 2026-10-22
Dillon & Associates Inc
DECREASED
Shares34,810 from 57,796
Change-22,986 (-40%)
Value$1.3K (-$2.8M)
Filed 2026-10-22
Crossmark Global Holdings, Inc.
DECREASED
Shares34,397 from 47,002
Change-12,605 (-27%)
Value$1.3M (-$949.3K)
Filed 2026-10-21
Directional Asset Management
NEW
Shares34,130
Change+34,130
Value$1.3M
Filed 2026-10-22
Aaron Wealth Advisors LLC
DECREASED
Shares33,912 from 38,829
Change-4,917 (-13%)
Value$1.3M (-$575.9K)
Filed 2026-10-13
Augustine Asset Management Inc
DECREASED
Shares33,798 from 34,042
Change-244 (-1%)
Value$1.3M (-$350.7K)
Filed 2026-10-13
GC Wealth Management RIA, LLC
DECREASED
Shares33,788 from 39,641
Change-5,853 (-15%)
Value$1.3M (-$619.5K)
Filed 2026-11-02
Benedict Financial Advisors Inc
DECREASED
Shares33,551 from 33,754
Change-203 (-1%)
Value$1.3M (-$346.3K)
Filed 2026-10-07
Private Wealth Partners, LLC
INCREASED
Shares32,985 from 30,735
Change+2,250 (+7%)
Value$1.3M (-$223.0K)
Filed 2026-10-22
Banque Pictet & CIE SA
DECREASED
Shares32,619 from 84,670
Change-52,051 (-61%)
Value$1.2M (-$2.8M)
Filed 2026-10-16
Frank, Rimerman Advisors LLC
INCREASED
Shares32,088 from 23,258
Change+8,830 (+38%)
Value$1.2M (+$101.5K)
Filed 2026-10-16
Stablepoint Partners, LLC
INCREASED
Shares31,931 from 25,914
Change+6,017 (+23%)
Value$1.2M (-$31.8K)
Filed 2026-11-03
Promethium Advisors,llc
INCREASED
Shares31,830 from 26,655
Change+5,175 (+19%)
Value$1.2M (-$71.2K)
Filed 2026-10-19
Greenleaf Trust
DECREASED
Shares31,761 from 34,200
Change-2,439 (-7%)
Value$1.2M (-$435.5K)
Filed 2026-10-29
Hedges Asset Management LLC
INCREASED
Shares31,400 from 30,400
Change+1,000 (+3%)
Value$1.2M (-$267.0K)
Filed 2026-10-29
Manske Wealth Management
INCREASED
Shares31,318 from 24,546
Change+6,772 (+28%)
Value$1.2M (+$10.5K)
Filed 2026-10-26
Harrington Investments, Inc
DECREASED
Shares30,215 from 30,629
Change-414 (-1%)
Value$1.1M (-$322.9K)
Filed 2026-10-14
Lockheed Martin Investment Management Co
DECREASED
Shares29,520 from 30,900
Change-1,380 (-4%)
Value$1.1M (-$362.2K)
Filed 2026-11-04
Grace & White Inc
UNCHANGED
Shares29,000 from 29,000
Change0 (0%)
Value$1.1M (-$290.9K)
Filed 2026-10-23
Heartwood Wealth Advisors LLC
DECREASED
Shares28,576 from 29,055
Change-479 (-2%)
Value$1.1M (-$309.6K)
Filed 2026-10-05
Channing Global Advisors, LLC
DECREASED
Shares27,792 from 42,883
Change-15,091 (-35%)
Value$1.1M (-$1.0M)
Filed 2026-11-03
Woodmont Investment Counsel LLC
UNCHANGED
Shares27,438 from 27,438
Change0 (0%)
Value$1.0M (-$275.2K)
Filed 2026-10-29
SBI Securities Co., Ltd.
DECREASED
Shares27,232 from 27,582
Change-350 (-1%)
Value$1.0M (-$289.9K)
Filed 2026-10-22
Harbour Trust & Investment Management Co
DECREASED
Shares26,837 from 27,637
Change-800 (-3%)
Value$1.0M (-$307.5K)
Filed 2026-10-28
Lido Advisors, LLC
INCREASED
Shares26,557 from 24,742
Change+1,815 (+7%)
Value$1.0M (-$179.4K)
Filed 2026-11-04
Kestra Private Wealth Services, LLC
DECREASED
Shares26,492 from 30,144
Change-3,652 (-12%)
Value$1.0M (-$440.8K)
Filed 2026-10-30
Trust Co of Vermont
DECREASED
Shares25,581 from 26,069
Change-488 (-2%)
Value$969.8K (-$280.0K)
Filed 2026-10-21
Valeo Financial Advisors, LLC
DECREASED
Shares25,491 from 26,618
Change-1,127 (-4%)
Value$966.4K (-$309.7K)
Filed 2026-10-08
Perigon Wealth Management, LLC
DECREASED
Shares25,481 from 25,891
Change-410 (-2%)
Value$966.0K (-$275.2K)
Filed 2026-10-22
Bennett Selby Investments LP
DECREASED
Shares25,382 from 34,997
Change-9,615 (-27%)
Value$962.2K (-$715.5K)
Filed 2026-10-19
Kornitzer Capital Management Inc
INCREASED
Shares25,324 from 23,359
Change+1,965 (+8%)
Value$960.0K (-$159.8K)
Filed 2026-11-03
Burney Co/
DECREASED
Shares25,242 from 25,368
Change-126 (0%)
Value$956.9K (-$259.2K)
Filed 2026-10-15
Avior Wealth Management, LLC
DECREASED
Shares25,086 from 25,680
Change-594 (-2%)
Value$951.0K (-$280.1K)
Filed 2026-10-13
Ridgewood Investments LLC
INCREASED
Shares24,970 from 21,368
Change+3,602 (+17%)
Value$946.6K (-$77.8K)
Filed 2026-10-05
First Growth Capital LLC
DECREASED
Shares24,871 from 25,435
Change-564 (-2%)
Value$942.9K (-$276.5K)
Filed 2026-10-15
Bangor Savings Bank
DECREASED
Shares24,842 from 24,846
Change-4 (0%)
Value$941.8K (-$249.4K)
Filed 2026-10-06
Clean Yield Group
DECREASED
Shares24,318 from 25,388
Change-1,070 (-4%)
Value$921.9K (-$295.2K)
Filed 2026-10-28
Oakmont Investment Advisors, Inc.
UNCHANGED
Shares24,243 from 24,243
Change0 (0%)
Value$919.0K (-$243.2K)
Filed 2026-10-21
Avidian Wealth Enterprises, LLC
DECREASED
Shares24,159 from 31,634
Change-7,475 (-24%)
Value$915.9K (-$600.7K)
Filed 2026-10-08
Venture Visionary Partners LLC
DECREASED
Shares24,147 from 24,695
Change-548 (-2%)
Value$915.4K (-$268.4K)
Filed 2026-10-07
Independent Financial Group, LLC
INCREASED
Shares24,144 from 15,901
Change+8,243 (+52%)
Value$915.3K (+$153.0K)
Filed 2026-10-13
Lanark Financial, Inc.
INCREASED
Shares23,853 from 13,263
Change+10,590 (+80%)
Value$904.2K (+$268.4K)
Filed 2026-10-26
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED
Shares23,650 from 36,192
Change-12,542 (-35%)
Value$896.6K (-$838.5K)
Filed 2026-10-23
Michael J. Porro & Co. Financial Advisors, Inc.
INCREASED
Shares23,143 from 19,765
Change+3,378 (+17%)
Value$877.4K (-$70.2K)
Filed 2026-10-16
Rossmore Private Capital
UNCHANGED
Shares23,000 from 23,000
Change0 (0%)
Value$871.9K (-$230.7K)
Filed 2026-10-27
Mccarter Private Wealth Services LLC
DECREASED
Shares22,987 from 26,067
Change-3,080 (-12%)
Value$871.4K (-$378.2K)
Filed 2026-10-22
Mission Wealth Management, LP
DECREASED
Shares22,693 from 23,285
Change-592 (-3%)
Value$860.3K (-$256.0K)
Filed 2026-10-15
SAX Wealth Advisors, LLC
INCREASED
Shares22,631 from 21,893
Change+738 (+3%)
Value$857.9K (+$53.4K)
Filed 2026-10-13
HB Wealth Management, LLC
DECREASED
Shares22,451 from 24,273
Change-1,822 (-8%)
Value$851.1K (-$312.5K)
Filed 2026-10-23
Swmg, LLC
UNCHANGED
Shares22,122 from 22,122
Change0 (0%)
Value$872.3K (-$213.3K)
Filed 2026-10-23
Argonautica Private Wealth Management, Inc
INCREASED
Shares22,021 from 21,601
Change+420 (+2%)
Value$834.8K (-$200.7K)
Filed 2026-11-02
Dynamic Advisor Solutions LLC
INCREASED
Shares21,944 from 13,464
Change+8,480 (+63%)
Value$831.9K (+$186.4K)
Filed 2026-10-13
Profund Advisors LLC
INCREASED
Shares21,874 from 19,522
Change+2,352 (+12%)
Value$829.2K (-$106.6K)
Filed 2026-10-29
Claro Advisors Inc.
INCREASED
Shares21,868 from 21,612
Change+256 (+1%)
Value$829.0K (-$207.1K)
Filed 2026-11-02
Signet Investment Advisory Group, Inc.
UNCHANGED
Shares21,600 from 21,600
Change0 (0%)
Value$818.9K (-$216.6K)
Filed 2026-10-30
NBT Bank, N.A.
UNCHANGED
Shares21,400 from 21,400
Change0 (0%)
Value$811.3K (-$214.6K)
Filed 2026-10-21
Welch & Forbes LLC
UNCHANGED
Shares21,137 from 21,137
Change0 (0%)
Value$801.3K (-$212.0K)
Filed 2026-11-04
180 Wealth Advisors, LLC
INCREASED
Shares20,997 from 20,826
Change+171 (+1%)
Value$796.0K (-$202.4K)
Filed 2026-11-03
Chilton Capital Management LLC
DECREASED
Shares20,784 from 20,947
Change-163 (-1%)
Value$787.9K (-$216.3K)
Filed 2026-10-28
Sava Infond d.o.o.
UNCHANGED
Shares20,725 from 20,725
Change0 (0%)
Value$785.7K (-$207.9K)
Filed 2026-10-28
HUB Investment Partners, LLC
INCREASED
Shares20,069 from 14,756
Change+5,313 (+36%)
Value$760.8K (+$53.4K)
Filed 2026-11-03
Carret Asset Management, LLC
NEW
Shares19,925
Change+19,925
Value$755.4K
Filed 2026-11-04
Focus Financial Network, Inc.
INCREASED
Shares19,878 from 17,017
Change+2,861 (+17%)
Value$753.6K (-$62.2K)
Filed 2026-10-14
Wealth Quarterback LLC
INCREASED
Shares19,797 from 18,626
Change+1,171 (+6%)
Value$750.5K (-$142.4K)
Filed 2026-10-20
Mitchell & Pahl Private Wealth, LLC
INCREASED
Shares19,410 from 17,814
Change+1,596 (+9%)
Value$735.8K (-$118.2K)
Filed 2026-10-14
Hunter Associates Investment Management LLC
DECREASED
Shares19,383 from 19,899
Change-516 (-3%)
Value$731 (-$950.3K)
Filed 2026-10-26
Merrion Investment Management Co, LLC
DECREASED
Shares19,330 from 19,565
Change-235 (-1%)
Value$732.8K (-$205.2K)
Filed 2026-10-16
Samalin Investment Counsel, LLC
INCREASED
Shares18,953 from 17,321
Change+1,632 (+9%)
Value$718.5K (-$111.8K)
Filed 2026-10-23
Chiron Capital Management, LLC
INCREASED
Shares18,931 from 12,931
Change+6,000 (+46%)
Value$717.7K (+$97.8K)
Filed 2026-10-15
Northstar Asset Management Co
UNCHANGED
Shares18,853 from 18,853
Change0 (0%)
Value$736.4K (-$183.1K)
Filed 2026-10-22
MSH Capital Advisors LLC
DECREASED
Shares18,247 from 25,293
Change-7,046 (-28%)
Value$691.6K (-$521.0K)
Filed 2026-11-03
Wespac Advisors, LLC
NEW
Shares18,088
Change+18,088
Value$685.7K
Filed 2026-10-26
Penobscot Investment Management Company, Inc.
DECREASED
Shares17,890 from 19,240
Change-1,350 (-7%)
Value$678.2K (-$244.2K)
Filed 2026-10-26
Investors Research Corp
DECREASED
Shares17,825 from 18,225
Change-400 (-2%)
Value$675.7K (-$198.0K)
Filed 2026-10-07
Outfitters Financial LLC
DECREASED
Shares17,770 from 18,120
Change-350 (-2%)
Value$673.7K (-$195.0K)
Filed 2026-10-23
Romano Brothers and Company
DECREASED
Shares17,609 from 17,746
Change-137 (-1%)
Value$667.6K (-$183.2K)
Filed 2026-10-22
Confluence Investment Management LLC
INCREASED
Shares17,599 from 17,385
Change+214 (+1%)
Value$667.2K (-$166.3K)
Filed 2026-10-01
GFS Advisors, LLC
INCREASED
Shares17,440 from 5,840
Change+11,600 (+199%)
Value$661.0K (+$192.4K)
Filed 2026-11-03
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares17,361 from 18,951
Change-1,590 (-8%)
Value$658.1K (-$250.4K)
Filed 2026-10-27
Ascent Group, LLC
INCREASED
Shares17,343 from 8,855
Change+8,488 (+96%)
Value$657.5K (+$233.0K)
Filed 2026-10-30
Matauro, LLC
INCREASED
Shares17,268 from 13,144
Change+4,124 (+31%)
Value$654.6K (+$24.5K)
Filed 2026-11-03
Monarch Capital Management Inc
INCREASED
Shares17,200 from 16,150
Change+1,050 (+7%)
Value$652.1K (-$122.2K)
Filed 2026-10-19
Alliance Wealth Advisors, LLC
DECREASED
Shares17,034 from 19,167
Change-2,133 (-11%)
Value$645.8K (-$273.1K)
Filed 2026-10-28
Abel Hall, LLC
DECREASED
Shares16,866 from 19,198
Change-2,332 (-12%)
Value$639.4K (-$281.0K)
Filed 2026-10-19
Jamison Private Wealth Management, Inc.
DECREASED
Shares16,803 from 16,966
Change-163 (-1%)
Value$637.0K (-$176.3K)
Filed 2026-10-14
Angeles Wealth Management, LLC
DECREASED
Shares16,765 from 16,884
Change-119 (-1%)
Value$635.6K (-$173.9K)
Filed 2026-10-26
Abacus Wealth Partners, LLC
INCREASED
Shares16,468 from 15,818
Change+650 (+4%)
Value$624.3K (-$134.0K)
Filed 2026-11-03
Baker Tilly Wealth Management, LLC
INCREASED
Shares16,314 from 14,158
Change+2,156 (+15%)
Value$618.4K (-$60.3K)
Filed 2026-10-05
Cacti Asset Management LLC
UNCHANGED
Shares16,000 from 16,000
Change0 (0%)
Value$613.0K (-$154.1K)
Filed 2026-10-01
Harrell Investment Partners, LLC
DECREASED
Shares15,900 from 16,042
Change-142 (-1%)
Value$602.8K (-$166.2K)
Filed 2026-10-15
Human Investing LLC
DECREASED
Shares15,895 from 15,921
Change-26 (0%)
Value$602.6K (-$160.7K)
Filed 2026-10-19
Avaii Wealth Management, LLC
INCREASED
Shares15,751 from 13,047
Change+2,704 (+21%)
Value$587.8K (-$37.6K)
Filed 2026-10-09
Summit Financial Wealth Advisors, LLC
INCREASED
Shares15,603 from 15,600
Change+3 (+0%)
Value$591.5K (-$156.4K)
Filed 2026-10-15
Lakeside Advisors, Inc.
DECREASED
Shares15,350 from 15,950
Change-600 (-4%)
Value$581.9K (-$182.7K)
Filed 2026-10-20
Brown Miller Wealth Management, LLC
INCREASED
Shares15,317 from 14,950
Change+367 (+2%)
Value$580.7K (-$136.0K)
Filed 2026-11-02
Grey Ledge Advisors, LLC
DECREASED
Shares15,306 from 21,878
Change-6,572 (-30%)
Value$580.2K (-$468.6K)
Filed 2026-11-02
Balboa Wealth Partners
DECREASED
Shares15,024 from 15,451
Change-427 (-3%)
Value$569.6K (-$171.2K)
Filed 2026-10-20
Bull Street Advisors, LLC
UNCHANGED
Shares14,770 from 14,770
Change0 (0%)
Value$560 (-$707.4K)
Filed 2026-10-20
Mirabaud & Cie SA
UNCHANGED
Shares14,600 from 14,600
Change0 (0%)
Value$553.5K (-$146.4K)
Filed 2026-10-27
Great Diamond Partners, LLC
INCREASED
Shares14,569 from 13,715
Change+854 (+6%)
Value$552.3K (-$105.2K)
Filed 2026-10-13
Retirement Planning Co of New England, Inc.
INCREASED
Shares14,559 from 14,140
Change+419 (+3%)
Value$551.9K (-$125.9K)
Filed 2026-10-15
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares14,533 from 14,533
Change0 (0%)
Value$696.7K ($0)
Filed 2026-10-15
Diversify Wealth Management, LLC
DECREASED
Shares14,390 from 15,548
Change-1,158 (-7%)
Value$564.4K (-$207.9K)
Filed 2026-10-20
Diversify Advisory Services, LLC
DECREASED
Shares14,390 from 15,548
Change-1,158 (-7%)
Value$564.4K (-$207.9K)
Filed 2026-10-20
Highland Capital Management, LLC
DECREASED
Shares14,318 from 14,618
Change-300 (-2%)
Value$542.8K (-$158.0K)
Filed 2026-10-26
DE Burlo Group Inc
DECREASED
Shares14,300 from 15,250
Change-950 (-6%)
Value$542.1K (-$189.0K)
Filed 2026-11-05
Sowell Financial Services LLC
INCREASED
Shares14,270 from 10,295
Change+3,975 (+39%)
Value$541.0K (+$47.4K)
Filed 2026-10-23
Sagespring Wealth Partners, LLC
DECREASED
Shares14,161 from 15,840
Change-1,679 (-11%)
Value$536.8K (-$222.5K)
Filed 2026-10-22
May Hill Capital, LLC
DECREASED
Shares14,133 from 14,529
Change-396 (-3%)
Value$535.8K (-$160.7K)
Filed 2026-11-03
Resonant Capital Advisors, LLC
DECREASED
Shares14,045 from 14,061
Change-16 (0%)
Value$532.4K (-$141.6K)
Filed 2026-10-15
Ashton Thomas Securities, LLC
INCREASED
Shares14,000 from 11,734
Change+2,266 (+19%)
Value$530.7K (-$31.8K)
Filed 2026-10-26
1834 Investment Advisors Co
DECREASED
Shares13,952 from 17,129
Change-3,177 (-19%)
Value$528.9K (-$292.2K)
Filed 2026-10-16
First Citizens Bank & Trust Co
DECREASED
Shares13,802 from 14,029
Change-227 (-2%)
Value$523.2K (-$149.3K)
Filed 2026-10-14
Elevatus Welath Management
INCREASED
Shares13,667 from 9,463
Change+4,204 (+44%)
Value$518.1K (+$64.5K)
Filed 2026-10-19
Navigation Group, LLC
INCREASED
Shares13,528 from 9,054
Change+4,474 (+49%)
Value$512.8K (+$78.8K)
Filed 2026-10-28
OpenArc Corporate Advisory, LLC
INCREASED
Shares13,451 from 10,991
Change+2,460 (+22%)
Value$509.9K (-$17.0K)
Filed 2026-10-21
Bond & Devick Financial Network, Inc.
DECREASED
Shares13,378 from 15,422
Change-2,044 (-13%)
Value$507.2K (-$232.2K)
Filed 2026-10-23
Marotta Asset Management
DECREASED
Shares13,300 from 13,532
Change-232 (-2%)
Value$504.2K (-$155.8K)
Filed 2026-10-02
Equitable Trust Co
DECREASED
Shares13,286 from 13,295
Change-9 (0%)
Value$503.7K (-$133.7K)
Filed 2026-10-13
Alkeme Wealth, LLC
DECREASED
Shares13,278 from 15,218
Change-1,940 (-13%)
Value$503.4K (-$226.2K)
Filed 2026-10-08
Doliver Advisors, LP
DECREASED
Shares13,236 from 16,741
Change-3,505 (-21%)
Value$501.8K (-$300.8K)
Filed 2026-10-01
Brookstone Capital Management
DECREASED
Shares12,845 from 12,855
Change-10 (0%)
Value$486.9K (-$129.3K)
Filed 2026-10-22
Kingswood Wealth Advisors, LLC
INCREASED
Shares12,790 from 10,646
Change+2,144 (+20%)
Value$484.9K (-$25.5K)
Filed 2026-10-23
Journey Retirement Planning & Investment Management LLC
DECREASED
Shares12,740 from 14,424
Change-1,684 (-12%)
Value$483.0K (-$208.5K)
Filed 2026-10-09
Foster Victor Wealth Advisors, LLC
INCREASED
Shares12,705 from 11,842
Change+863 (+7%)
Value$488.1K (-$92.9K)
Filed 2026-10-21
Principle Wealth Partners LLC
INCREASED
Shares12,663 from 10,497
Change+2,166 (+21%)
Value$480.1K (-$23.1K)
Filed 2026-11-02
Sapient Capital LLC
UNCHANGED
Shares12,651 from 12,651
Change0 (0%)
Value$479.6K (-$126.9K)
Filed 2026-10-08
Verus Capital Partners, LLC
INCREASED
Shares12,640 from 7,829
Change+4,811 (+61%)
Value$479.2K (+$103.8K)
Filed 2026-11-03
Versant Capital Management, Inc
INCREASED
Shares12,431 from 9,969
Change+2,462 (+25%)
Value$471.3K (-$6.7K)
Filed 2026-10-02
Kathmere Capital Management, LLC
INCREASED
Shares12,404 from 11,681
Change+723 (+6%)
Value$470.2K (-$89.7K)
Filed 2026-10-20
AMG National Trust Bank
INCREASED
Shares12,354 from 10,710
Change+1,644 (+15%)
Value$468.3K (-$45.1K)
Filed 2026-11-05
Compagnie Lombard Odier SCmA
DECREASED
Shares12,260 from 20,029
Change-7,769 (-39%)
Value$464.8K (-$495.4K)
Filed 2026-11-04
Flavin Financial Services, Inc.
INCREASED
Shares12,235 from 11,760
Change+475 (+4%)
Value$463.8K (-$100.0K)
Filed 2026-10-21
Bfsg, LLC
DECREASED
Shares12,205 from 12,243
Change-38 (0%)
Value$462.7K (-$124.3K)
Filed 2026-10-30
Quintet Private Bank (Europe) S.A.
UNCHANGED
Shares12,165 from 12,165
Change0 (0%)
Value$461.2K (-$122.0K)
Filed 2026-10-08
Boston Trust Walden Corp
UNCHANGED
Shares12,091 from 12,091
Change0 (0%)
Value$458.4K (-$121.3K)
Filed 2026-10-30
Fermata Advisors, LLC
INCREASED
Shares11,862 from 11,833
Change+29 (+0%)
Value$449.7K (-$117.6K)
Filed 2026-10-13
Moody National Bank Trust Division
INCREASED
Shares11,854 from 11,352
Change+502 (+4%)
Value$449.4K (-$94.8K)
Filed 2026-10-06
Trek Financial, LLC
INCREASED
Shares11,782 from 10,744
Change+1,038 (+10%)
Value$446.7K (-$68.4K)
Filed 2026-10-29
NTV Asset Management LLC
UNCHANGED
Shares11,506 from 11,506
Change0 (0%)
Value$436.2K (-$115.4K)
Filed 2026-10-23
PDS Planning, Inc
DECREASED
Shares11,401 from 14,461
Change-3,060 (-21%)
Value$432.2K (-$261.0K)
Filed 2026-11-03
Hikari Power Ltd
DECREASED
Shares11,300 from 56,800
Change-45,500 (-80%)
Value$428 (-$2.7M)
Filed 2026-10-30
Financial Perspectives, Inc
UNCHANGED
Shares11,256 from 11,256
Change0 (0%)
Value$426.7K (-$112.9K)
Filed 2026-11-03
Financial Solutions Advisory Group, Inc.
DECREASED
Shares11,255 from 12,526
Change-1,271 (-10%)
Value$437.0K (-$175.2K)
Filed 2026-10-28
Wilmington Savings Fund Society, FSB
DECREASED
Shares11,209 from 11,489
Change-280 (-2%)
Value$424.9K (-$125.9K)
Filed 2026-10-23
StoneX Group Inc.
NEW
Shares11,130
Change+11,130
Value$436.3K
Filed 2026-11-03
Tortuga Wealth Management, Inc
INCREASED
Shares11,042 from 10,250
Change+792 (+8%)
Value$418.9K (-$72.5K)
Filed 2026-10-27
Diversified Management Inc
INCREASED
Shares10,950 from 10,000
Change+950 (+10%)
Value$415.1K (-$64.3K)
Filed 2026-10-08
Sage Rhino Capital LLC
DECREASED
Shares10,865 from 11,148
Change-283 (-3%)
Value$411.9K (-$122.5K)
Filed 2026-10-28
Cohen Capital Management, Inc.
DECREASED
Shares10,852 from 11,312
Change-460 (-4%)
Value$411.4K (-$130.9K)
Filed 2026-10-14
Mystic Asset Management, Inc.
DECREASED
Shares10,705 from 11,400
Change-695 (-6%)
Value$405.8K (-$140.7K)
Filed 2026-10-15
Verdence Capital Advisors LLC
INCREASED
Shares10,654 from 9,675
Change+979 (+10%)
Value$403.9K (-$60.0K)
Filed 2026-10-26
Platform Technology Partners
DECREASED
Shares10,430 from 10,941
Change-511 (-5%)
Value$395.4K (-$129.1K)
Filed 2026-11-02
Capital Investment Advisory Services, LLC
DECREASED
Shares10,391 from 12,314
Change-1,923 (-16%)
Value$393.9K (-$196.4K)
Filed 2026-10-30
Diversified Enterprises, LLC
INCREASED
Shares10,278 from 9,295
Change+983 (+11%)
Value$389.6K (-$56.0K)
Filed 2026-10-19
SmartHarvest Portfolios, LLC
NEW
Shares10,239
Change+10,239
Value$388.1K
Filed 2026-10-26
DecisionMap Wealth Management, LLC
DECREASED
Shares10,236 from 11,151
Change-915 (-8%)
Value$388.1K (-$146.5K)
Filed 2026-10-29
AlphaCore Capital LLC
INCREASED
Shares10,187 from 5,981
Change+4,206 (+70%)
Value$386.2K (+$99.5K)
Filed 2026-11-04
Columbia Asset Management
NEW
Shares10,185
Change+10,185
Value$386.1K
Filed 2026-10-19
Cohen Investment Advisors LLC
INCREASED
Shares10,154 from 9,567
Change+587 (+6%)
Value$384.9K (-$73.7K)
Filed 2026-10-20
Cullen Investment Group, Ltd.
INCREASED
Shares10,085 from 10,000
Change+85 (+1%)
Value$389.1K (-$90.3K)
Filed 2026-10-13
A. D. Beadell Investment Counsel, Inc.
DECREASED
Shares10,025 from 33,438
Change-23,413 (-70%)
Value$380 (-$1.2K)
Filed 2026-10-14
Hudock, Inc.
DECREASED
Shares10,003 from 10,214
Change-211 (-2%)
Value$379.2K (-$110.4K)
Filed 2026-10-14
Jeppson Wealth Management, LLC
INCREASED
Shares9,986 from 8,634
Change+1,352 (+16%)
Value$378.6K (-$35.3K)
Filed 2026-10-20
BAR Harbor Wealth Management
DECREASED
Shares9,935 from 11,938
Change-2,003 (-17%)
Value$376.6K (-$195.7K)
Filed 2026-10-21
MGO One Seven LLC
DECREASED
Shares9,876 from 9,890
Change-14 (0%)
Value$374.4K (-$99.7K)
Filed 2026-10-28
Burford Brothers, Inc.
UNCHANGED
Shares9,794 from 9,794
Change0 (0%)
Value$371.3K (-$98.2K)
Filed 2026-10-21
Gamma Investing LLC
DECREASED
Shares9,789 from 12,971
Change-3,182 (-25%)
Value$371.1K (-$250.7K)
Filed 2026-10-08
Verity Asset Management, Inc.
DECREASED
Shares9,766 from 11,240
Change-1,474 (-13%)
Value$370.2K (-$168.6K)
Filed 2026-10-30
Essex Bank
UNCHANGED
Shares9,758 from 9,758
Change0 (0%)
Value$369.8K (-$97.9K)
Filed 2026-10-16
Dickmeyer Boyce Financial Management, Inc.
DECREASED
Shares9,664 from 11,471
Change-1,807 (-16%)
Value$366.3K (-$183.6K)
Filed 2026-10-08
Anchyra Partners LLC
INCREASED
Shares9,657 from 7,699
Change+1,958 (+25%)
Value$366.1K (-$3.0K)
Filed 2026-10-13
Harbor Investment Advisory, LLC
INCREASED
Shares9,628 from 8,678
Change+950 (+11%)
Value$365.0K (-$51.0K)
Filed 2026-10-13
Tempus Wealth Planning, LLC
INCREASED
Shares9,625 from 7,909
Change+1,716 (+22%)
Value$364.9K (-$14.3K)
Filed 2026-10-14
Wynn Capital, LLC
INCREASED
Shares9,550 from 8,605
Change+945 (+11%)
Value$362.0K (-$50.5K)
Filed 2026-10-13
Central Bank & Trust Co
DECREASED
Shares9,549 from 14,753
Change-5,204 (-35%)
Value$362.0K (-$345.3K)
Filed 2026-10-09
Pavaki Capital Management LLC
INCREASED
Shares9,500 from 4,500
Change+5,000 (+111%)
Value$360.1K (+$144.4K)
Filed 2026-10-26
Balentine LLC
DECREASED
Shares9,051 from 10,811
Change-1,760 (-16%)
Value$343.1K (-$175.2K)
Filed 2026-11-03
Forza Wealth Management, LLC
INCREASED
Shares9,007 from 7,966
Change+1,041 (+13%)
Value$341.5K (-$40.4K)
Filed 2026-10-20
Cairn Investment Group, Inc.
DECREASED
Shares8,878 from 9,333
Change-455 (-5%)
Value$337 (-$446.7K)
Filed 2026-11-04
Cullinan Associates Inc
INCREASED
Shares8,849 from 8,675
Change+174 (+2%)
Value$335.5K (-$80.4K)
Filed 2026-11-03
Yousif Capital Management, LLC
INCREASED
Shares8,745 from 8,201
Change+544 (+7%)
Value$331.5K (-$61.6K)
Filed 2026-10-22
United Advisor Group, LLC
INCREASED
Shares8,741 from 7,885
Change+856 (+11%)
Value$331.4K (-$46.6K)
Filed 2026-11-03
Cove Private Wealth, LLC
UNCHANGED
Shares8,656 from 8,656
Change0 (0%)
Value$328.1K (-$86.8K)
Filed 2026-10-28
Dudley Capital Management, LLC
UNCHANGED
Shares8,625 from 8,625
Change0 (0%)
Value$327.0K (-$86.5K)
Filed 2026-10-23
Stokes Capital Advisors, LLC
UNCHANGED
Shares8,600 from 8,600
Change0 (0%)
Value$326.0K (-$86.3K)
Filed 2026-10-09
Global Strategic Investment Solutions, LLC
DECREASED
Shares8,536 from 8,569
Change-33 (0%)
Value$323.6K (-$87.2K)
Filed 2026-10-16
LVW Advisors, LLC
INCREASED
Shares8,513 from 8,382
Change+131 (+2%)
Value$322.7K (-$79.1K)
Filed 2026-10-19
International Assets Investment Management, LLC
INCREASED
Shares8,509 from 8,302
Change+207 (+2%)
Value$318.2K (-$86.7K)
Filed 2026-11-02
Grandfield & Dodd, LLC
UNCHANGED
Shares8,507 from 8,507
Change0 (0%)
Value$322.5K (-$85.3K)
Filed 2026-10-29
Procyon Advisors, LLC
DECREASED
Shares8,505 from 11,861
Change-3,356 (-28%)
Value$322.4K (-$246.2K)
Filed 2026-10-21
V-Square Quantitative Management LLC
DECREASED
Shares8,199 from 8,334
Change-135 (-2%)
Value$310.8K (-$88.7K)
Filed 2026-10-15
Stiles Financial Services Inc
DECREASED
Shares8,153 from 9,530
Change-1,377 (-14%)
Value$309.1K (-$147.8K)
Filed 2026-10-30
B. Riley Wealth Advisors, Inc.
INCREASED
Shares8,123 from 4,224
Change+3,899 (+92%)
Value$308.0K (+$103.8K)
Filed 2026-10-13
Keudell ison Wealth Management
DECREASED
Shares8,100 from 8,395
Change-295 (-4%)
Value$307.1K (-$95.4K)
Filed 2026-10-16
Capital Asset Advisory Services LLC
DECREASED
Shares8,032 from 10,438
Change-2,406 (-23%)
Value$314.5K (-$185.9K)
Filed 2026-10-30
Basso Capital Management, L.P.
UNCHANGED
Shares8,000 from 8,000
Change0 (0%)
Value$303.3K (-$80.2K)
Filed 2026-10-30
DMC Group, LLC
INCREASED
Shares7,986 from 7,155
Change+831 (+12%)
Value$302.7K (-$40.3K)
Filed 2026-10-26
VestGen Advisors, LLC
DECREASED
Shares7,969 from 11,565
Change-3,596 (-31%)
Value$302.1K (-$252.3K)
Filed 2026-10-27
Provenance Wealth Advisors, LLC
INCREASED
Shares7,968 from 841
Change+7,127 (+847%)
Value$302.1K (+$261.7K)
Filed 2026-10-30
Global Trust Asset Management, LLC
DECREASED
Shares7,960 from 8,167
Change-207 (-3%)
Value$301.8K (-$89.8K)
Filed 2026-10-19
Lauterbach Financial Advisors, LLC
UNCHANGED
Shares7,877 from 7,877
Change0 (0%)
Value$298.6K (-$79.0K)
Filed 2026-10-21
TD Private Client Wealth LLC
DECREASED
Shares7,846 from 8,359
Change-513 (-6%)
Value$297.4K (-$103.3K)
Filed 2026-10-28
Harel Insurance Investments & Financial Services Ltd.
DECREASED
Shares7,832 from 9,962
Change-2,130 (-21%)
Value$297 (-$477.7K)
Filed 2026-11-02
Hazlett, Burt & Watson, Inc.
DECREASED
Shares7,816 from 7,889
Change-73 (-1%)
Value$297 (-$303.8K)
Filed 2026-11-04
Southland Equity Partners LLC
INCREASED
Shares7,813 from 7,811
Change+2 (+0%)
Value$296.2K (-$78.2K)
Filed 2026-10-14
Wedmont Private Capital
DECREASED
Shares7,718 from 8,080
Change-362 (-4%)
Value$294.7K (-$105.1K)
Filed 2026-10-09
Meridian Wealth Management, LLC
DECREASED
Shares7,690 from 9,208
Change-1,518 (-16%)
Value$291.5K (-$149.9K)
Filed 2026-11-05
Koshinski Asset Management, Inc.
DECREASED
Shares7,590 from 9,006
Change-1,416 (-16%)
Value$287.7K (-$144.0K)
Filed 2026-10-29
Nolet Wealth Management, LLC
INCREASED
Shares7,587 from 6,996
Change+591 (+8%)
Value$287.6K (-$47.8K)
Filed 2026-10-15
Signature Estate & Investment Advisors LLC
DECREASED
Shares7,574 from 8,810
Change-1,236 (-14%)
Value$287.1K (-$138.0K)
Filed 2026-10-13
Philadelphia Trust Co
UNCHANGED
Shares7,550 from 7,550
Change0 (0%)
Value$286 (-$361.7K)
Filed 2026-11-05
GLR Partners, LLC
UNCHANGED
Shares7,533 from 7,533
Change0 (0%)
Value$285.6K (-$75.6K)
Filed 2026-11-04
Xponance LLC
INCREASED
Shares7,502 from 6,335
Change+1,167 (+18%)
Value$284.4K (-$19.3K)
Filed 2026-11-03
1900 Wealth Management LLC
UNCHANGED
Shares7,465 from 7,465
Change0 (0%)
Value$283.0K (-$74.9K)
Filed 2026-10-13
Bailard, Inc.
INCREASED
Shares7,461 from 7,398
Change+63 (+1%)
Value$282.8K (-$71.8K)
Filed 2026-10-13
GW Henssler & Associates LTD
UNCHANGED
Shares7,450 from 7,450
Change0 (0%)
Value$282.4K (-$74.7K)
Filed 2026-10-26
LifeSteps Financial, Inc.
DECREASED
Shares7,425 from 7,446
Change-21 (0%)
Value$281.5K (-$75.5K)
Filed 2026-10-15
BridgePort Financial Solutions, LLC
DECREASED
Shares7,399 from 7,652
Change-253 (-3%)
Value$280.5K (-$86.4K)
Filed 2026-11-02
Atlas Brown,Inc.
NEW
Shares7,357
Change+7,357
Value$278.9K
Filed 2026-10-09
Ascentis Wealth Management, LLC
INCREASED
Shares7,218 from 7,005
Change+213 (+3%)
Value$273.6K (-$62.2K)
Filed 2026-11-03
Cromwell Holdings LLC
INCREASED
Shares7,169 from 6,546
Change+623 (+10%)
Value$271.8K (-$42.0K)
Filed 2026-10-28
Souders Financial Advisors
DECREASED
Shares7,149 from 7,339
Change-190 (-3%)
Value$271.0K (-$80.8K)
Filed 2026-11-03
Parr Mcknight Wealth Management Group, LLC
UNCHANGED
Shares7,120 from 7,120
Change0 (0%)
Value$269.9K (-$71.4K)
Filed 2026-10-30
Gallagher Capital Advisors, LLC
INCREASED
Shares7,085 from 6,224
Change+861 (+14%)
Value$268.6K (-$29.8K)
Filed 2026-10-09
Crestwood Advisors Group, LLC
DECREASED
Shares7,073 from 7,540
Change-467 (-6%)
Value$268.1K (-$93.3K)
Filed 2026-10-27
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares7,039 from 6,657
Change+382 (+6%)
Value$266.9K (-$52.3K)
Filed 2026-10-27
Sovran Advisors, LLC
DECREASED
Shares7,023 from 10,550
Change-3,527 (-33%)
Value$274.9K (-$262.7K)
Filed 2026-11-02
Keystone Financial Planning, Inc.
UNCHANGED
Shares7,014 from 7,014
Change0 (0%)
Value$265.9K (-$70.4K)
Filed 2026-10-08
Bath Savings Trust Co
DECREASED
Shares7,002 from 8,257
Change-1,255 (-15%)
Value$265.4K (-$130.4K)
Filed 2026-10-07
Ping Capital Management, Inc.
INCREASED
Shares7,000 from 5,000
Change+2,000 (+40%)
Value$265.4K (+$25.7K)
Filed 2026-10-13
Grove Bank & Trust
DECREASED
Shares6,948 from 10,207
Change-3,259 (-32%)
Value$263.4K (-$225.9K)
Filed 2026-10-08
M Holdings Securities, Inc.
NEW
Shares6,805
Change+6,805
Value$275
Filed 2026-11-03
Armstrong, Fleming & Moore, Inc
INCREASED
Shares6,774 from 5,173
Change+1,601 (+31%)
Value$256.8K (+$8.8K)
Filed 2026-10-28
Brighton Jones LLC
DECREASED
Shares6,722 from 7,245
Change-523 (-7%)
Value$254.8K (-$92.5K)
Filed 2026-11-03
Net Worth Advisory Group
INCREASED
Shares6,705 from 6,216
Change+489 (+8%)
Value$250.8K (-$47.2K)
Filed 2026-10-20
Union Bancaire Privee, UBP SA
DECREASED
Shares6,690 from 8,010
Change-1,320 (-16%)
Value$230.3K (-$114.0K)
Filed 2026-11-04
Armstrong Henry H Associates Inc
UNCHANGED
Shares6,664 from 6,664
Change0 (0%)
Value$252.6K (-$66.8K)
Filed 2026-10-07
Laurel OAK Wealth Management, LLC
DECREASED
Shares6,615 from 6,843
Change-228 (-3%)
Value$250.8K (-$77.3K)
Filed 2026-10-19
Aprio Wealth Management, LLC
DECREASED
Shares6,588 from 7,796
Change-1,208 (-15%)
Value$249.8K (-$124.0K)
Filed 2026-10-28
JIM Saulnier & Associates, LLC
UNCHANGED
Shares6,544 from 6,544
Change0 (0%)
Value$248.1K (-$65.6K)
Filed 2026-11-04
Sierra Ocean, LLC
DECREASED
Shares6,502 from 7,212
Change-710 (-10%)
Value$246.5K (-$99.3K)
Filed 2026-11-03
First Financial Corp
UNCHANGED
Shares6,470 from 6,470
Change0 (0%)
Value$245.3K (-$64.9K)
Filed 2026-10-13
Smith Chas P & Associates PA Cpas
DECREASED
Shares6,452 from 950,151
Change-943,699 (-99%)
Value$250.5K (-$45.3M)
Filed 2026-10-22
Stackstone Wealth, LLC
NEW
Shares6,449
Change+6,449
Value$244.5K
Filed 2026-10-19
Princeton Capital Management LLC
DECREASED
Shares6,429 from 9,994
Change-3,565 (-36%)
Value$243.7K (-$235.4K)
Filed 2026-10-27
Central Pacific Bank - Trust Division
DECREASED
Shares6,300 from 6,306
Change-6 (0%)
Value$238.8K (-$63.5K)
Filed 2026-10-06
Waldron Private Wealth LLC
INCREASED
Shares6,287 from 6,191
Change+96 (+2%)
Value$238.3K (-$58.5K)
Filed 2026-11-02
Unified Investment Management
DECREASED
Shares6,285 from 7,071
Change-786 (-11%)
Value$238.3K (-$100.7K)
Filed 2026-10-14
Simplicity Wealth,LLC
DECREASED
Shares6,259 from 6,898
Change-639 (-9%)
Value$237.3K (-$93.4K)
Filed 2026-10-23
Sigma Planning Corp
DECREASED
Shares6,253 from 7,290
Change-1,037 (-14%)
Value$271.4K (-$78.1K)
Filed 2026-10-23
Spire Wealth Management
INCREASED
Shares6,243 from 4,999
Change+1,244 (+25%)
Value$236.7K (-$3.0K)
Filed 2026-10-30
Eagle Global Advisors LLC
UNCHANGED
Shares6,205 from 6,205
Change0 (0%)
Value$235.2K (-$62.2K)
Filed 2026-11-02
GK Wealth Management LLC
DECREASED
Shares6,164 from 6,182
Change-18 (0%)
Value$233.7K (-$62.7K)
Filed 2026-10-09
Rosenberg Matthew Hamilton
INCREASED
Shares6,148 from 5,989
Change+159 (+3%)
Value$233.1K (-$54.0K)
Filed 2026-10-05
Flagship Harbor Advisors, LLC
DECREASED
Shares6,147 from 6,774
Change-627 (-9%)
Value$233.0K (-$91.7K)
Filed 2026-10-26
Fifth Third Wealth Advisors LLC
INCREASED
Shares6,068 from 4,948
Change+1,120 (+23%)
Value$230.0K (-$7.2K)
Filed 2026-10-22
Hardin Capital Partners, LLC
DECREASED
Shares6,000 from 6,520
Change-520 (-8%)
Value$227.5K (-$86.5K)
Filed 2026-10-09
Martel Wealth Advisors LLC
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$227.5K (-$60.2K)
Filed 2026-10-14
AXS Investments LLC
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$227.5K (-$60.2K)
Filed 2026-11-04
Eagle Rock Investment Company, LLC
NEW
Shares5,946
Change+5,946
Value$225.4K
Filed 2026-10-21
Canopy Partners, LLC
DECREASED
Shares5,943 from 6,010
Change-67 (-1%)
Value$225.3K (-$62.8K)
Filed 2026-10-28
Aspiriant, LLC
INCREASED
Shares5,861 from 5,441
Change+420 (+8%)
Value$222.2K (-$38.7K)
Filed 2026-10-16
Leonteq Securities AG
DECREASED
Shares5,829 from 28,796
Change-22,967 (-80%)
Value$221.0K (-$1.2M)
Filed 2026-10-29
NWF Advisory Services Inc.
DECREASED
Shares5,827 from 6,476
Change-649 (-10%)
Value$220.9K (-$89.6K)
Filed 2026-10-19
Gallacher Capital Management LLC
DECREASED
Shares5,813 from 11,461
Change-5,648 (-49%)
Value$220.4K (-$329.1K)
Filed 2026-10-30
Traveka Wealth, LLC
INCREASED
Shares5,803 from 5,265
Change+538 (+10%)
Value$220.0K (-$32.4K)
Filed 2026-10-19
Investors Asset Management of Georgia Inc
INCREASED
Shares5,700 from 5,685
Change+15 (+0%)
Value$216.1K (-$56.5K)
Filed 2026-10-20
NLB Skladi, upravljanje premozenja, d.o.o.
NEW
Shares5,693
Change+5,693
Value$215.8K
Filed 2026-10-22
Busey Bank
DECREASED
Shares5,681 from 7,825
Change-2,144 (-27%)
Value$215.4K (-$159.8K)
Filed 2026-10-26
Indivisible Partners
INCREASED
Shares5,603 from 4,910
Change+693 (+14%)
Value$212.4K (-$22.9K)
Filed 2026-10-26
CIBC Asset Management Inc
DECREASED
Shares5,569 from 21,936
Change-16,367 (-75%)
Value$211.1K (-$840.5K)
Filed 2026-11-05
Ashurst Perkins Coie Trust Co
UNCHANGED
Shares5,542 from 5,542
Change0 (0%)
Value$210.0K (-$55.6K)
Filed 2026-10-15
Murphy & Mullick Capital Management Corp
DECREASED
Shares5,486 from 5,511
Change-25 (0%)
Value$208.0K (-$56.2K)
Filed 2026-11-02
First Affirmative Financial Network
NEW
Shares5,470
Change+5,470
Value$207.4K
Filed 2026-10-21
Mather Group, Llc.
INCREASED
Shares5,435 from 5,432
Change+3 (+0%)
Value$206.0K (-$54.4K)
Filed 2026-10-14
Arlington Capital Management Inc
UNCHANGED
Shares5,422 from 5,422
Change0 (0%)
Value$205.5K (-$54.4K)
Filed 2026-10-30
Manchester Capital Management LLC
DECREASED
Shares5,408 from 6,510
Change-1,102 (-17%)
Value$205.0K (-$107.1K)
Filed 2026-10-22
Midwest Trust Co
NEW
Shares5,368
Change+5,368
Value$203.5K
Filed 2026-10-22
55 North Private Wealth, LLC
INCREASED
Shares5,367 from 4,489
Change+878 (+20%)
Value$203.5K (-$11.7K)
Filed 2026-10-20
Insight Advisors, LLC/ PA
DECREASED
Shares5,328 from 5,631
Change-303 (-5%)
Value$202.0K (-$68.0K)
Filed 2026-10-22
Kentucky Trust Co
UNCHANGED
Shares5,250 from 5,250
Change0 (0%)
Value$199.0K (-$52.7K)
Filed 2026-10-15
S.A. Mason LLC
DECREASED
Shares5,228 from 6,278
Change-1,050 (-17%)
Value$198.2K (-$102.8K)
Filed 2026-10-13
Rakuten Securities, Inc.
INCREASED
Shares5,132 from 5,064
Change+68 (+1%)
Value$194.6K (-$48.2K)
Filed 2026-11-02
Kroeger Financial Partners
UNCHANGED
Shares5,062 from 5,062
Change0 (0%)
Value$191.9K (-$50.8K)
Filed 2026-10-19
Financial Network Wealth Advisors LLC
INCREASED
Shares5,017 from 4,942
Change+75 (+2%)
Value$190.2K (-$46.7K)
Filed 2026-10-28
Hanson & Doremus Investment Management
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$190 (-$239.8K)
Filed 2026-10-16
Valley National Advisers Inc
UNCHANGED
Shares4,925 from 4,925
Change0 (0%)
Value$186.7K (-$49.4K)
Filed 2026-10-23
Larson Financial Group LLC
INCREASED
Shares4,905 from 4,829
Change+76 (+2%)
Value$186.0K (-$45.5K)
Filed 2026-11-05
GHP Investment Advisors, Inc.
INCREASED
Shares4,831 from 4,826
Change+5 (+0%)
Value$183.1K (-$48.2K)
Filed 2026-10-15
EverSource Wealth Advisors, LLC
DECREASED
Shares4,635 from 7,937
Change-3,302 (-42%)
Value$175.7K (-$204.7K)
Filed 2026-11-04
Dara Capital US, Inc.
UNCHANGED
Shares4,630 from 4,630
Change0 (0%)
Value$175.5K (-$46.4K)
Filed 2026-10-29
Signature Equity Partners, LLC
INCREASED
Shares4,568 from 411
Change+4,157 (+1011%)
Value$173.2K (+$153.5K)
Filed 2026-10-29
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares4,526 from 4,526
Change0 (0%)
Value$171.6K (-$45.4K)
Filed 2026-10-30
Private Trust Co NA
DECREASED
Shares4,471 from 4,634
Change-163 (-4%)
Value$169.5K (-$52.7K)
Filed 2026-10-20
Bank Julius Baer & Co. Ltd, Zurich
UNCHANGED
Shares4,373 from 4,373
Change0 (0%)
Value$167.0K (-$43.9K)
Filed 2026-10-29
CoreCap Advisors, LLC
DECREASED
Shares4,325 from 5,341
Change-1,016 (-19%)
Value$164.0K (-$92.1K)
Filed 2026-10-08
Peoples Financial Services Corp.
DECREASED
Shares3,967 from 4,442
Change-475 (-11%)
Value$150.3K (-$62.6K)
Filed 2026-10-20
Key FInancial Inc
UNCHANGED
Shares3,872 from 3,872
Change0 (0%)
Value$146.8K (-$38.8K)
Filed 2026-11-02
Nfsg Corp
INCREASED
Shares3,855 from 2,803
Change+1,052 (+38%)
Value$146.1K (+$11.7K)
Filed 2026-10-15
Curat Global, LLC
UNCHANGED
Shares3,830 from 3,830
Change0 (0%)
Value$145.2K (-$38.4K)
Filed 2026-10-26
Westside Investment Management, Inc.
UNCHANGED
Shares3,284 from 3,284
Change0 (0%)
Value$124.0K (-$33.5K)
Filed 2026-11-02
Laurel Wealth Advisors LLC
NEW
Shares3,241
Change+3,241
Value$122.9K
Filed 2026-10-27
Summit Securities Group LLC
NEW
Shares3,200
Change+3,200
Value$121.3K
Filed 2026-11-05
Byrne Asset Management LLC
INCREASED
Shares3,055 from 2,785
Change+270 (+10%)
Value$114.3K (-$19.3K)
Filed 2026-10-06
Birch Financial Group, LLC
NEW
Shares2,986
Change+2,986
Value$113.2K
Filed 2026-10-27
Adkins Seale Capital Management LLC
UNCHANGED
Shares2,891 from 2,891
Change0 (0%)
Value$109.6K (-$29.0K)
Filed 2026-10-27
Miller Global Investments, LLC
UNCHANGED
Shares2,831 from 2,831
Change0 (0%)
Value$107.3K (-$28.4K)
Filed 2026-10-02
Trifecta Capital Advisors, LLC
DECREASED
Shares2,816 from 4,016
Change-1,200 (-30%)
Value$106.8K (-$85.8K)
Filed 2026-10-21
Alpine Bank Wealth Management
DECREASED
Shares2,559 from 3,000
Change-441 (-15%)
Value$97.0K (-$46.8K)
Filed 2026-10-16
Parkside Financial Bank & Trust
INCREASED
Shares2,546 from 2,436
Change+110 (+5%)
Value$96.5K (-$20.3K)
Filed 2026-10-27
Blue Trust, Inc.
DECREASED
Shares2,521 from 7,262
Change-4,741 (-65%)
Value$95.6K (-$252.5K)
Filed 2026-10-15
Golden State Wealth Management, LLC
INCREASED
Shares2,364 from 1,985
Change+379 (+19%)
Value$89.6K (-$5.5K)
Filed 2026-11-02
Union Savings Bank
INCREASED
Shares2,173 from 1,595
Change+578 (+36%)
Value$82.4K (+$5.9K)
Filed 2026-10-14
General Partner, Inc.
UNCHANGED
Shares2,080 from 2,080
Change0 (0%)
Value$78.9K (-$20.9K)
Filed 2026-10-05
Gen-Wealth Partners Inc
DECREASED
Shares2,024 from 4,264
Change-2,240 (-53%)
Value$76.7K (-$127.7K)
Filed 2026-11-04
Owl Creek Wealth Partners LLC
DECREASED
Shares1,993 from 2,116
Change-123 (-6%)
Value$75.6K (-$25.9K)
Filed 2026-10-20
Hilltop National Bank
UNCHANGED
Shares1,716 from 1,716
Change0 (0%)
Value$65.1K (-$17.2K)
Filed 2026-10-14
TFC Financial Management, Inc.
INCREASED
Shares1,693 from 1,619
Change+74 (+5%)
Value$64.2K (-$13.4K)
Filed 2026-10-26
Salomon & Ludwin, LLC
DECREASED
Shares1,685 from 2,189
Change-504 (-23%)
Value$63.9K (-$42.9K)
Filed 2026-10-29
Center for Financial Planning, Inc.
DECREASED
Shares1,644 from 3,079
Change-1,435 (-47%)
Value$62.3K (-$85.3K)
Filed 2026-10-26
Independence Bank of Kentucky
UNCHANGED
Shares1,600 from 1,600
Change0 (0%)
Value$60.7K (-$16.0K)
Filed 2026-10-26
Princeton Global Asset Management LLC
UNCHANGED
Shares1,573 from 1,573
Change0 (0%)
Value$59.6K (-$15.8K)
Filed 2026-10-21
UMB Private Wealth Management, LLC
NEW
Shares1,504
Change+1,504
Value$57.0K
Filed 2026-10-19
Ares Financial Consulting, LLC
INCREASED
Shares1,490 from 1,270
Change+220 (+17%)
Value$56.5K (-$4.4K)
Filed 2026-10-19
James T. Borello RIA
DECREASED
Shares1,484 from 1,634
Change-150 (-9%)
Value$56.3K (-$22.1K)
Filed 2026-10-16
Gilpin Wealth Management, LLC
INCREASED
Shares1,448 from 1,309
Change+139 (+11%)
Value$54.9K (-$7.9K)
Filed 2026-10-09
City State Bank
UNCHANGED
Shares1,440 from 1,440
Change0 (0%)
Value$54.6K (-$14.4K)
Filed 2026-10-20
Kingdom Financial Group Llc.
DECREASED
Shares1,354 from 1,374
Change-20 (-1%)
Value$51.3K (-$14.5K)
Filed 2026-11-04
Mcdonald Partners LLC
UNCHANGED
Shares1,347 from 1,347
Change0 (0%)
Value$51.1K (-$13.5K)
Filed 2026-11-03
First Horizon Corp
DECREASED
Shares1,323 from 2,935
Change-1,612 (-55%)
Value$50.2K (-$90.5K)
Filed 2026-10-26
Asset Dedication, LLC
DECREASED
Shares1,314 from 1,924
Change-610 (-32%)
Value$49.8K (-$42.4K)
Filed 2026-11-03
Barrett & Company, Inc.
DECREASED
Shares1,312 from 1,323
Change-11 (-1%)
Value$49.7K (-$13.7K)
Filed 2026-10-22
Washington Trust Advisors, Inc.
INCREASED
Shares1,251 from 1,079
Change+172 (+16%)
Value$47.4K (-$4.3K)
Filed 2026-10-22
North Star Investment Management Corp.
DECREASED
Shares1,251 from 1,260
Change-9 (-1%)
Value$47.4K (-$13.0K)
Filed 2026-10-27
FNY Investment Advisers, LLC
INCREASED
Shares1,250 from 1,140
Change+110 (+10%)
Value$47 (-$7)
Filed 2026-10-16
Lodestone Wealth Management LLC
DECREASED
Shares1,226 from 1,241
Change-15 (-1%)
Value$46.5K (-$13.0K)
Filed 2026-10-14
Sunrise Financial Services, LLC
UNCHANGED
Shares1,190 from 1,190
Change0 (0%)
Value$45.1K (-$11.9K)
Filed 2026-10-21
True Wealth Design, LLC
DECREASED
Shares1,153 from 1,186
Change-33 (-3%)
Value$43.7K (-$13.1K)
Filed 2026-10-13
Nisa Investment Advisors, LLC
INCREASED
Shares1,125 from 1,020
Change+105 (+10%)
Value$42.6K (-$6.3K)
Filed 2026-10-20
Pinnacle Bancorp, Inc.
INCREASED
Shares1,095 from 852
Change+243 (+29%)
Value$41.5K (+$666)
Filed 2026-10-21
Evolution Wealth Management Inc.
INCREASED
Shares1,057 from 57
Change+1,000 (+1754%)
Value$40.1K (+$37.3K)
Filed 2026-10-28
Latitude Advisors, LLC
NEW
Shares1,000
Change+1,000
Value$37.9K
Filed 2026-10-27
Cassaday & Co Wealth Management LLC
DECREASED
Shares977 from 1,767
Change-790 (-45%)
Value$37.0K (-$47.7K)
Filed 2026-10-27
Silver Grove Financial Group, Inc.
DECREASED
Shares965 from 1,900
Change-935 (-49%)
Value$36.6K (-$54.5K)
Filed 2026-11-05
Tradewinds Capital Management, LLC
INCREASED
Shares953 from 870
Change+83 (+10%)
Value$36.1K (-$5.6K)
Filed 2026-10-23
Entrust Financial LLC
INCREASED
Shares911 from 874
Change+37 (+4%)
Value$34.5K (-$7.4K)
Filed 2026-11-04
Markowski Investments
INCREASED
Shares906 from 899
Change+7 (+1%)
Value$34.3K (-$8.8K)
Filed 2026-10-30
Kennebec Savings Bank
UNCHANGED
Shares892 from 892
Change0 (0%)
Value$33.8K (-$8.9K)
Filed 2026-10-22
Jnba Financial Advisors
DECREASED
Shares890 from 1,676
Change-786 (-47%)
Value$33.7K (-$46.6K)
Filed 2026-11-03
Root Financial Partners, LLC
NEW
Shares847
Change+847
Value$32.1K
Filed 2026-10-21
Align Financial, LLC
UNCHANGED
Shares812 from 812
Change0 (0%)
Value$30.8K (-$8.1K)
Filed 2026-10-16
Oakworth Capital, Inc.
INCREASED
Shares749 from 619
Change+130 (+21%)
Value$28.4K (-$1.4K)
Filed 2026-10-26
Armstrong Advisory Group, Inc
UNCHANGED
Shares715 from 715
Change0 (0%)
Value$27.1K (-$7.2K)
Filed 2026-10-09
Trust Co of Toledo NA
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$26.5K (-$7.0K)
Filed 2026-10-16
Investment Research & Advisory Group, Inc.
DECREASED
Shares683 from 1,115
Change-432 (-39%)
Value$25.9K (-$27.6K)
Filed 2026-10-19
Pittenger & Anderson Inc
INCREASED
Shares680 from 100
Change+580 (+580%)
Value$25.8K (+$21.0K)
Filed 2026-11-02
Elyxium Wealth, LLC
NEW
Shares666
Change+666
Value$25.3K
Filed 2026-10-27
Highline Wealth Partners LLC
INCREASED
Shares653 from 520
Change+133 (+26%)
Value$24.8K (-$174)
Filed 2026-10-19
Manitou Investment Management Ltd.
UNCHANGED
Shares643 from 643
Change0 (0%)
Value$24.4K (-$6.4K)
Filed 2026-10-15
Hager Investment Management Services, LLC
INCREASED
Shares629 from 602
Change+27 (+4%)
Value$23.8K (-$5.0K)
Filed 2026-11-04
Alta Capital Management LLC/
NEW
Shares610
Change+610
Value$23.1K
Filed 2026-10-26
DeDora Capital, Inc.
NEW
Shares599
Change+599
Value$22.7K
Filed 2026-10-26
Kozak & Associates, Inc.
UNCHANGED
Shares593 from 593
Change0 (0%)
Value$22.7K (-$6.2K)
Filed 2026-10-29
Granite FO LLC
UNCHANGED
Shares590 from 590
Change0 (0%)
Value$22.4K (-$5.9K)
Filed 2026-10-14
Gables Capital Management Inc.
DECREASED
Shares575 from 675
Change-100 (-15%)
Value$21.8K (-$10.6K)
Filed 2026-11-04
Rossby Financial, LCC
DECREASED
Shares571 from 662
Change-91 (-14%)
Value$21.6K (-$10.1K)
Filed 2026-11-05
Maseco LLP
UNCHANGED
Shares559 from 559
Change0 (0%)
Value$21.2K (-$5.6K)
Filed 2026-10-27
Farmers & Merchants Trust Co of Chambersburg PA
DECREASED
Shares550 from 675
Change-125 (-19%)
Value$21 (-$11)
Filed 2026-10-14
Tsfg, LLC
DECREASED
Shares543 from 992
Change-449 (-45%)
Value$21 (-$48.0K)
Filed 2026-10-23
Proathlete Wealth Management LLC
INCREASED
Shares537 from 43
Change+494 (+1149%)
Value$20.4K (+$18.3K)
Filed 2026-10-15
Heritage Family Offices, LLP
NEW
Shares527
Change+527
Value$20.0K
Filed 2026-11-02
West Financial Advisors, LLC
NEW
Shares510
Change+510
Value$19.3K
Filed 2026-10-22
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares510 from 430
Change+80 (+19%)
Value$19.3K (-$1.3K)
Filed 2026-10-16
Downshift Financial, LLC
NEW
Shares500
Change+500
Value$19.0K
Filed 2026-10-13
Costello Asset Management, Inc
DECREASED
Shares500 from 600
Change-100 (-17%)
Value$19.0K (-$9.8K)
Filed 2026-10-30
Indiana Trust & Investment Management Co
UNCHANGED
Shares491 from 491
Change0 (0%)
Value$18.6K (-$4.9K)
Filed 2026-10-22
JFS Wealth Advisors, LLC
UNCHANGED
Shares483 from 483
Change0 (0%)
Value$18.3K (-$4.8K)
Filed 2026-11-03
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares465 from 531
Change-66 (-12%)
Value$17.6K (-$7.8K)
Filed 2026-10-16
WPG Advisers, LLC
DECREASED
Shares464 from 1,585
Change-1,121 (-71%)
Value$17.6K (-$58.4K)
Filed 2026-10-27
POM Investment Strategies, LLC
UNCHANGED
Shares454 from 454
Change0 (0%)
Value$17.2K (-$4.6K)
Filed 2026-10-20
CX Institutional
UNCHANGED
Shares444 from 444
Change0 (0%)
Value$17 (-$4)
Filed 2026-10-02
Financial Consulate, Inc
INCREASED
Shares441 from 274
Change+167 (+61%)
Value$16.7K (+$3.6K)
Filed 2026-10-23
Blume Capital Management, Inc.
UNCHANGED
Shares437 from 437
Change0 (0%)
Value$16.6K (-$4.4K)
Filed 2026-10-26
Rydar Equities, Inc.
NEW
Shares430
Change+430
Value$16.5K
Filed 2026-10-13
Bell Investment Advisors, Inc
DECREASED
Shares423 from 478
Change-55 (-12%)
Value$16.0K (-$6.9K)
Filed 2026-10-29
Activest Wealth Management
DECREASED
Shares420 from 1,596
Change-1,176 (-74%)
Value$15.9K (-$60.6K)
Filed 2026-10-15
Citizens National Bank Trust Department
UNCHANGED
Shares420 from 420
Change0 (0%)
Value$15.9K (-$4.2K)
Filed 2026-11-04
Plante Moran Financial Advisors, LLC
DECREASED
Shares415 from 735
Change-320 (-44%)
Value$15.7K (-$19.5K)
Filed 2026-11-04
West Branch Capital LLC
UNCHANGED
Shares411 from 411
Change0 (0%)
Value$15.6K (-$4.1K)
Filed 2026-10-20
United Financial Planning Group LLC
UNCHANGED
Shares409 from 409
Change0 (0%)
Value$15.5K (-$4.1K)
Filed 2026-11-04
Physician Wealth Advisors, Inc.
INCREASED
Shares404 from 396
Change+8 (+2%)
Value$15.3K (-$3.7K)
Filed 2026-10-20
SRH Advisors, LLC
DECREASED
Shares400 from 800
Change-400 (-50%)
Value$15.2K (-$23.2K)
Filed 2026-10-22
Atwood & Palmer Inc
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$15.2K (-$4.0K)
Filed 2026-10-08
J.Safra Asset Management Corp
DECREASED
Shares390 from 428
Change-38 (-9%)
Value$14.8K (-$5.7K)
Filed 2026-11-03
Albion Financial Group
INCREASED
Shares375 from 353
Change+22 (+6%)
Value$14.2K (-$2.7K)
Filed 2026-10-21
TrinityBridge Ltd
DECREASED
Shares370 from 570
Change-200 (-35%)
Value$14 (-$13)
Filed 2026-10-30
Pacific Center for Financial Services
INCREASED
Shares350 from 270
Change+80 (+30%)
Value$13.3K (+$325)
Filed 2026-10-15
Triumph Capital Management
DECREASED
Shares343 from 365
Change-22 (-6%)
Value$13.0K (-$4.5K)
Filed 2026-10-14
Madden Securities Corp
NEW
Shares340
Change+340
Value$12.9K
Filed 2026-10-27
First Pacific Financial
DECREASED
Shares339 from 10,325
Change-9,986 (-97%)
Value$12.9K (-$482.1K)
Filed 2026-10-14
Montag A & Associates Inc
INCREASED
Shares339 from 82
Change+257 (+313%)
Value$12.9K (+$8.9K)
Filed 2026-10-29
NorthAvenue LLC
UNCHANGED
Shares331 from 331
Change0 (0%)
Value$12.5K (-$3.3K)
Filed 2026-10-29
Key Capital Management, Inc
INCREASED
Shares312 from 18
Change+294 (+1633%)
Value$11.8K (+$11.0K)
Filed 2026-11-03
Avion Wealth
UNCHANGED
Shares305 from 305
Change0 (0%)
Value$11 (-$3)
Filed 2026-11-04
Compass Financial Management LLC
INCREASED
Shares300 from 298
Change+2 (+1%)
Value$11.4K (-$1.8K)
Filed 2026-10-30
MTM Investment Management, LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$11.4K (-$3.0K)
Filed 2026-10-30
Hilton Head Capital Partners, LLC
UNCHANGED
Shares296 from 296
Change0 (0%)
Value$11.2K (-$3.0K)
Filed 2026-10-23
MJT & Associates Financial Advisory Group, Inc.
INCREASED
Shares283 from 224
Change+59 (+26%)
Value$10.7K (-$10)
Filed 2026-10-07
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares275 from 275
Change0 (0%)
Value$10.4K (-$2.8K)
Filed 2026-10-20
Carnegie Lake Advisors LLC
DECREASED
Shares266 from 23,625
Change-23,359 (-99%)
Value$895.6K (-$237.0K)
Filed 2026-11-03
Piscataqua Savings Bank
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$9.5K (-$2.5K)
Filed 2026-10-21
SJS Investment Consulting Inc.
DECREASED
Shares245 from 320
Change-75 (-23%)
Value$9.3K (-$6.1K)
Filed 2026-10-26
Financial Management Professionals, Inc.
DECREASED
Shares242 from 281
Change-39 (-14%)
Value$9.2K (-$4.3K)
Filed 2026-10-23
Bank & Trust Co
UNCHANGED
Shares233 from 233
Change0 (0%)
Value$8.8K (-$2.3K)
Filed 2026-10-07
Acumen Wealth Advisors, LLC
INCREASED
Shares232 from 175
Change+57 (+33%)
Value$8.8K (+$406)
Filed 2026-11-05
Copeland Capital Management, LLC
INCREASED
Shares232 from 186
Change+46 (+25%)
Value$8.8K (-$121)
Filed 2026-10-13
Marshall & Sterling Wealth Advisors Inc.
INCREASED
Shares225 from 223
Change+2 (+1%)
Value$8.5K (-$2.2K)
Filed 2026-10-28
Buck Wealth Strategies, LLC
INCREASED
Shares223 from 150
Change+73 (+49%)
Value$8.5K (+$1.3K)
Filed 2026-10-28
Bullock Wealth Management Group
DECREASED
Shares219 from 245
Change-26 (-11%)
Value$8.2K (-$3.8K)
Filed 2026-10-09
Elevation Wealth Partners, LLC
UNCHANGED
Shares218 from 218
Change0 (0%)
Value$8.3K (-$2.2K)
Filed 2026-10-07
Wealth Analytics Partners, LLC
NEW
Shares217
Change+217
Value$8.2K
Filed 2026-10-19
Quaker Wealth Management, LLC
DECREASED
Shares215 from 415
Change-200 (-48%)
Value$8.2K (-$11.7K)
Filed 2026-10-22
Archer Investment Corp
INCREASED
Shares211 from 209
Change+2 (+1%)
Value$8.0K (-$2.0K)
Filed 2026-11-05
Livelsberger Financial Advisory
NEW
Shares204
Change+204
Value$7.7K
Filed 2026-10-28
Retirement Wealth Solutions LLC
INCREASED
Shares203 from 181
Change+22 (+12%)
Value$7.7K (-$982)
Filed 2026-10-07
Reap Financial Group, LLC
NEW
Shares202
Change+202
Value$7.6K
Filed 2026-11-02
PFS Partners, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$7.6K (-$2.0K)
Filed 2026-10-21
Arlington Trust Co LLC
UNCHANGED
Shares197 from 197
Change0 (0%)
Value$7.5K (-$2.0K)
Filed 2026-10-20
Yankcom Partnership
UNCHANGED
Shares190 from 190
Change0 (0%)
Value$7.2K (-$1.9K)
Filed 2026-10-15
Creative Financial Designs Inc
UNCHANGED
Shares176 from 176
Change0 (0%)
Value$6.7K (-$1.8K)
Filed 2026-11-04
Aspect Partners, LLC
INCREASED
Shares168 from 166
Change+2 (+1%)
Value$6.4K (-$1.6K)
Filed 2026-10-20
Ascentis Independent Advisors
NEW
Shares167
Change+167
Value$6.3K
Filed 2026-11-03
Torren Management, LLC
NEW
Shares160
Change+160
Value$6.1K
Filed 2026-10-29
Pacifica Partners Inc.
UNCHANGED
Shares153 from 153
Change0 (0%)
Value$5.7K (-$2.0K)
Filed 2026-10-09
Hughes Financial Services, LLC
UNCHANGED
Shares152 from 152
Change0 (0%)
Value$5.9K (-$1.3K)
Filed 2026-10-30
Fiduciary Advisors, Inc.
NEW
Shares150
Change+150
Value$5.7K
Filed 2026-10-16
Planning Strategies Inc.
NEW
Shares138
Change+138
Value$5.2K
Filed 2026-10-02
MV Capital Management, Inc.
DECREASED
Shares132 from 158
Change-26 (-16%)
Value$5.0K (-$2.6K)
Filed 2026-10-29
American Capital Advisory, LLC
UNCHANGED
Shares131 from 131
Change0 (0%)
Value$5.0K (-$1.3K)
Filed 2026-10-28
Dorato Capital Management
UNCHANGED
Shares126 from 126
Change0 (0%)
Value$4.8K (-$1.4K)
Filed 2026-10-08
Cape Investment Advisory, Inc.
UNCHANGED
Shares122 from 122
Change0 (0%)
Value$4.6K (-$1.2K)
Filed 2026-10-13
Foresight Capital Management Advisors, Inc.
NEW
Shares119
Change+119
Value$4.5K
Filed 2026-10-27
Newton One Investments LLC
UNCHANGED
Shares115 from 115
Change0 (0%)
Value$4.4K (-$1.2K)
Filed 2026-10-14
Nemes Rush Group LLC
INCREASED
Shares107 from 106
Change+1 (+1%)
Value$4.0K (-$1.1K)
Filed 2026-11-04
First United Bank & Trust
UNCHANGED
Shares105 from 105
Change0 (0%)
Value$4.0K (-$1.1K)
Filed 2026-10-22
MidAtlantic Capital Management, Inc.
NEW
Shares100
Change+100
Value$3.8K
Filed 2026-11-05
Main Street Group, LTD
NEW
Shares100
Change+100
Value$3.8K
Filed 2026-10-28
Glass Jacobson Investment Advisors llc
DECREASED
Shares100 from 470
Change-370 (-79%)
Value$3.8K (-$18.7K)
Filed 2026-10-26
First Premier Bank
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$4 (-$1)
Filed 2026-10-13
Gold Investment Management Ltd.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$3.8K (-$1.0K)
Filed 2026-10-19
1620 Investment Advisors, Inc.
UNCHANGED
Shares96 from 96
Change0 (0%)
Value$3.6K (-$963)
Filed 2026-11-04
West Paces Advisors Inc.
UNCHANGED
Shares85 from 85
Change0 (0%)
Value$3.2K (-$853)
Filed 2026-10-13
Meriwether Wealth & Planning, LLC
NEW
Shares83
Change+83
Value$3.1K
Filed 2026-10-13
Hoey Investments, Inc
UNCHANGED
Shares81 from 81
Change0 (0%)
Value$3.1K (-$813)
Filed 2026-10-29
Western Pacific Wealth Management, LP
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$3.0K (-$802)
Filed 2026-10-16
RMG Wealth Management LLC
DECREASED
Shares75 from 116
Change-41 (-35%)
Value$3.0K (-$2.4K)
Filed 2026-10-26
Essential Partners LLC
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$2.8K (-$753)
Filed 2026-10-14
Virginia Estate & Retirement Planning Advisors Inc.
UNCHANGED
Shares73 from 73
Change0 (0%)
Value$2.8K (-$733)
Filed 2026-10-14
Barnes Dennig Private Wealth Management LLC
UNCHANGED
Shares68 from 68
Change0 (0%)
Value$2.6K (-$682)
Filed 2026-10-30
United Community Bank
NEW
Shares65
Change+65
Value$2.5K
Filed 2026-10-28
Nova Financial LLC
NEW
Shares65
Change+65
Value$2.5K
Filed 2026-11-04
Elevated Capital Advisors, LLC
UNCHANGED
Shares61 from 61
Change0 (0%)
Value$2.3K (-$611)
Filed 2026-11-04
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$2.3K (-$602)
Filed 2026-10-16
GoalVest Advisory LLC
UNCHANGED
Shares51 from 51
Change0 (0%)
Value$1.9K (-$512)
Filed 2026-10-02
City Holding Co
UNCHANGED
Shares51 from 51
Change0 (0%)
Value$1.9K (-$512)
Filed 2026-10-19
Caldwell Trust Co
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$1.9K (-$501)
Filed 2026-10-30
CKW Financial Group
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$2 ($0)
Filed 2026-10-29
Next Level Wealth Planning, LLC
NEW
Shares48
Change+48
Value$1.8K
Filed 2026-10-29
Hartford Financial Management Inc.
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$1.6K (-$421)
Filed 2026-10-21
Southern Michigan Bank & Trust
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$1.6K (-$421)
Filed 2026-10-19
Smallwood Wealth Investment Management, LLC
NEW
Shares40
Change+40
Value$1.5K
Filed 2026-10-30
Mosley Wealth Management
UNCHANGED
Shares39 from 39
Change0 (0%)
Value$1.5K (-$340)
Filed 2026-10-16
Country Trust Bank
UNCHANGED
Shares38 from 38
Change0 (0%)
Value$1.4K (-$381)
Filed 2026-10-30
St. Johns Investment Management Company, LLC
UNCHANGED
Shares38 from 38
Change0 (0%)
Value$1.4K (-$381)
Filed 2026-10-30
Monetary Solutions, Ltd
INCREASED
Shares32 from 28
Change+4 (+14%)
Value$1.2K (-$129)
Filed 2026-10-22
Nvwm, LLC
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$1.2K (-$314)
Filed 2026-10-14
John Boyer, Inc.
NEW
Shares30
Change+30
Value$1.1K
Filed 2026-10-27
Toth Financial Advisory Corp
NEW
Shares28
Change+28
Value$1.1K
Filed 2026-10-08
Moisand Fitzgerald Tamayo, LLC
NEW
Shares26
Change+26
Value$986
Filed 2026-10-15
Tounjian Advisory Partners, LLC
INCREASED
Shares23 from 1
Change+22 (+2200%)
Value$863 (+$827)
Filed 2026-11-04
Transce3nd, LLC
NEW
Shares22
Change+22
Value$859
Filed 2026-10-26
Horrell Capital Management, Inc.
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$1.0K ($0)
Filed 2026-10-08
Breakwater Investment Management
DECREASED
Shares19 from 22
Change-3 (-14%)
Value$721 (-$334)
Filed 2026-10-20
Nvest Wealth Strategies, Inc.
INCREASED
Shares18 from 9
Change+9 (+100%)
Value$684 (+$252)
Filed 2026-10-14
Godsey & Gibb, Inc
NEW
Shares17
Change+17
Value$645
Filed 2026-10-14
Olistico Wealth, LLC
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$607 (-$160)
Filed 2026-10-05
Fairway Wealth LLC
NEW
Shares15
Change+15
Value$569
Filed 2026-10-30
Bank of New Hampshire
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$569 (-$150)
Filed 2026-10-06
Abound Wealth Management
DECREASED
Shares10 from 16
Change-6 (-37%)
Value$380 (-$388)
Filed 2026-10-26
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$383 (-$97)
Filed 2026-10-28
Beacon Capital Management, Inc.
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$379 (-$100)
Filed 2026-10-13
Hurley Capital, LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$227 (-$61)
Filed 2026-11-05
Mainstream Capital Management LLC
NEW
Shares4
Change+4
Value$152
Filed 2026-10-23
Noble Wealth Management PBC
DECREASED
Shares1 from 20
Change-19 (-95%)
Value$38 (-$921)
Filed 2026-10-01
Simplify Asset Management Inc.
CLOSED
Shares0 from 504,918
Change-504,918 (-100%)
Value$0 (-$24.2M)
Filed 2026-10-27
ABC Arbitrage SA
CLOSED
Shares0 from 369,120
Change-369,120 (-100%)
Value$0 (-$17.7M)
Filed 2026-10-23
Generate Investment Management Ltd
CLOSED
Shares0 from 350,000
Change-350,000 (-100%)
Value$0 (-$16.8M)
Filed 2026-10-14
Jessup Wealth Management, Inc
CLOSED
Shares0 from 136,973
Change-136,973 (-100%)
Value$0 (-$6.6M)
Filed 2026-10-20
Transmarket Holdings LP
CLOSED
Shares0 from 96,946
Change-96,946 (-100%)
Value$0 (-$4.6M)
Filed 2026-10-27
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 86,018
Change-86,018 (-100%)
Value$0 (-$4.1M)
Filed 2026-10-16
Gunderson Capital Management LLC
CLOSED
Shares0 from 68,179
Change-68,179 (-100%)
Value$0 (-$3.3M)
Filed 2026-10-15
Myriad Asset Management Advisors LLC
CLOSED
Shares0 from 38,512
Change-38,512 (-100%)
Value$0 (-$1.8M)
Filed 2026-11-03
Brooklands Fund Management Ltd
CLOSED
Shares0 from 35,445
Change-35,445 (-100%)
Value$0 (-$1.8M)
Filed 2026-10-28
Shariaportfolio, Inc.
CLOSED
Shares0 from 32,303
Change-32,303 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-20
FFG Partners, LLC
CLOSED
Shares0 from 25,719
Change-25,719 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-15
Cravens & Co Advisors, LLC
CLOSED
Shares0 from 23,681
Change-23,681 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-16
Elevation Point Wealth Partners, LLC
CLOSED
Shares0 from 23,383
Change-23,383 (-100%)
Value$0 (-$1.1M)
Filed 2026-11-05
Patten & Patten Inc
CLOSED
Shares0 from 18,270
Change-18,270 (-100%)
Value$0 (-$875.9K)
Filed 2026-10-26
Cox Capital Mgt LLC
CLOSED
Shares0 from 17,429
Change-17,429 (-100%)
Value$0 (-$835.6K)
Filed 2026-10-07
One Wealth Capital Management, LLC
CLOSED
Shares0 from 15,365
Change-15,365 (-100%)
Value$0 (-$736.6K)
Filed 2026-10-23
Accuvest Global Advisors
CLOSED
Shares0 from 15,261
Change-15,261 (-100%)
Value$0 (-$732.0K)
Filed 2026-11-04
Hardworking Capital Advisors, LLC
CLOSED
Shares0 from 13,570
Change-13,570 (-100%)
Value$0 (-$650.5K)
Filed 2026-10-20
Arista Wealth Management, LLC
CLOSED
Shares0 from 10,000
Change-10,000 (-100%)
Value$0 (-$479.4K)
Filed 2026-10-29
Seed Wealth Management, Inc.
CLOSED
Shares0 from 9,934
Change-9,934 (-100%)
Value$0 (-$476.2K)
Filed 2026-10-20
TBH Global Asset Management, LLC
CLOSED
Shares0 from 9,382
Change-9,382 (-100%)
Value$0 (-$449.8K)
Filed 2026-11-03
Hennion & Walsh Asset Management, Inc.
CLOSED
Shares0 from 9,289
Change-9,289 (-100%)
Value$0 (-$445.3K)
Filed 2026-10-13
Raub Brock Capital Management LP
CLOSED
Shares0 from 9,240
Change-9,240 (-100%)
Value$0 (-$443.0K)
Filed 2026-10-21
Wealthcare Advisory Partners LLC
CLOSED
Shares0 from 8,676
Change-8,676 (-100%)
Value$0 (-$415.9K)
Filed 2026-10-21
Thompson Davis & Co., Inc.
CLOSED
Shares0 from 8,550
Change-8,550 (-100%)
Value$0 (-$409.9K)
Filed 2026-11-05
Clear Wave Wealth Management LLC
CLOSED
Shares0 from 8,472
Change-8,472 (-100%)
Value$0 (-$406.1K)
Filed 2026-11-04
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 8,188
Change-8,188 (-100%)
Value$0 (-$392.5K)
Filed 2026-10-21
Avestar Capital, LLC
CLOSED
Shares0 from 7,985
Change-7,985 (-100%)
Value$0 (-$382.8K)
Filed 2026-10-28
Five Oceans Advisors
CLOSED
Shares0 from 7,396
Change-7,396 (-100%)
Value$0 (-$354.6K)
Filed 2026-10-22
Axim Planning & Wealth
CLOSED
Shares0 from 6,963
Change-6,963 (-100%)
Value$0 (-$333.8K)
Filed 2026-10-28
Glenview Trust Co
CLOSED
Shares0 from 6,780
Change-6,780 (-100%)
Value$0 (-$325.0K)
Filed 2026-10-28
Arlington Partners LLC
CLOSED
Shares0 from 6,777
Change-6,777 (-100%)
Value$0 (-$324.9K)
Filed 2026-10-20
Rye Brook Capital LLC
CLOSED
Shares0 from 6,500
Change-6,500 (-100%)
Value$0 (-$312.0K)
Filed 2026-10-07
Myriad Asset Management US LP
CLOSED
Shares0 from 6,433
Change-6,433 (-100%)
Value$0 (-$308.0K)
Filed 2026-11-03
Argos Wealth Advisors, LLC
CLOSED
Shares0 from 5,966
Change-5,966 (-100%)
Value$0 (-$286.0K)
Filed 2026-11-02
HCR Wealth Advisors
CLOSED
Shares0 from 5,913
Change-5,913 (-100%)
Value$0 (-$283.5K)
Filed 2026-10-15
Wesbanco Bank Inc
CLOSED
Shares0 from 5,887
Change-5,887 (-100%)
Value$0 (-$282.2K)
Filed 2026-11-04
Lockerman Financial Group, Inc.
CLOSED
Shares0 from 5,692
Change-5,692 (-100%)
Value$0 (-$272.9K)
Filed 2026-10-19
WP Advisors, LLC
CLOSED
Shares0 from 5,446
Change-5,446 (-100%)
Value$0 (-$261.1K)
Filed 2026-10-22
Commonwealth Financial Services, LLC
CLOSED
Shares0 from 5,407
Change-5,407 (-100%)
Value$0 (-$259.2K)
Filed 2026-10-20
Defined Wealth Management, LLC
CLOSED
Shares0 from 5,392
Change-5,392 (-100%)
Value$0 (-$258.5K)
Filed 2026-10-19
IPG Investment Advisors LLC
CLOSED
Shares0 from 5,386
Change-5,386 (-100%)
Value$0 (-$258.2K)
Filed 2026-10-30
SteelPeak Wealth, LLC
CLOSED
Shares0 from 5,376
Change-5,376 (-100%)
Value$0 (-$257.7K)
Filed 2026-10-16
Archford Capital Strategies, LLC
CLOSED
Shares0 from 5,358
Change-5,358 (-100%)
Value$0 (-$256.9K)
Filed 2026-10-19
Quantum Financial Partners LLC
CLOSED
Shares0 from 5,315
Change-5,315 (-100%)
Value$0 (-$254.8K)
Filed 2026-10-19
Teamwork Financial Advisors, LLC
CLOSED
Shares0 from 5,091
Change-5,091 (-100%)
Value$0 (-$244.1K)
Filed 2026-10-19
Abundance Wealth Counselors
CLOSED
Shares0 from 5,029
Change-5,029 (-100%)
Value$0 (-$241.1K)
Filed 2026-10-26
Monte Financial Group, LLC
CLOSED
Shares0 from 4,982
Change-4,982 (-100%)
Value$0 (-$234.6K)
Filed 2026-11-02
Telos Capital Management, Inc.
CLOSED
Shares0 from 4,968
Change-4,968 (-100%)
Value$0 (-$238.2K)
Filed 2026-11-02
Badgley Phelps Wealth Managers, LLC
CLOSED
Shares0 from 4,861
Change-4,861 (-100%)
Value$0 (-$233.0K)
Filed 2026-10-22
Essex LLC
CLOSED
Shares0 from 4,800
Change-4,800 (-100%)
Value$0 (-$230.1K)
Filed 2026-10-14
Klingman & Associates, LLC
CLOSED
Shares0 from 4,785
Change-4,785 (-100%)
Value$0 (-$229.4K)
Filed 2026-10-20
Williams Jones Wealth Management, Llc.
CLOSED
Shares0 from 4,748
Change-4,748 (-100%)
Value$0 (-$227.6K)
Filed 2026-11-05
Ferguson Wellman Capital Management, Inc
CLOSED
Shares0 from 4,727
Change-4,727 (-100%)
Value$0 (-$226.6K)
Filed 2026-10-05
Affinity Capital Advisors, LLC
CLOSED
Shares0 from 4,725
Change-4,725 (-100%)
Value$0 (-$232.8K)
Filed 2026-10-13
NorthCrest Asset Manangement, LLC
CLOSED
Shares0 from 4,719
Change-4,719 (-100%)
Value$0 (-$230.6K)
Filed 2026-10-13
Cornerstone Wealth Management, LLC
CLOSED
Shares0 from 4,675
Change-4,675 (-100%)
Value$0 (-$224.1K)
Filed 2026-11-04
Fulton Bank, N.A.
CLOSED
Shares0 from 4,672
Change-4,672 (-100%)
Value$0 (-$224.0K)
Filed 2026-10-14
Smith Thornton Advisors LLC
CLOSED
Shares0 from 4,615
Change-4,615 (-100%)
Value$0 (-$227.4K)
Filed 2026-10-16
Goldstein Advisors, LLC
CLOSED
Shares0 from 4,550
Change-4,550 (-100%)
Value$0 (-$218.1K)
Filed 2026-10-15
KRS Capital Management, LLC
CLOSED
Shares0 from 4,510
Change-4,510 (-100%)
Value$0 (-$216.2K)
Filed 2026-10-16
Walser Wealth Management Company, A Ltd Liability Co
CLOSED
Shares0 from 4,499
Change-4,499 (-100%)
Value$0 (-$215.7K)
Filed 2026-10-15
Thrivent Financial for Lutherans
CLOSED
Shares0 from 4,460
Change-4,460 (-100%)
Value$0 (-$214.0K)
Filed 2026-11-05
Soltis Investment Advisors LLC
CLOSED
Shares0 from 4,455
Change-4,455 (-100%)
Value$0 (-$213.6K)
Filed 2026-10-28
Family Legacy, Inc.
CLOSED
Shares0 from 4,417
Change-4,417 (-100%)
Value$0 (-$211.8K)
Filed 2026-10-13
Centurion Wealth Management LLC
CLOSED
Shares0 from 4,370
Change-4,370 (-100%)
Value$0 (-$209.5K)
Filed 2026-10-13
Mesirow Financial Investment Management, Inc.
CLOSED
Shares0 from 4,357
Change-4,357 (-100%)
Value$0 (-$208.9K)
Filed 2026-11-05
Burns J W & Co Inc
CLOSED
Shares0 from 4,350
Change-4,350 (-100%)
Value$0 (-$208.5K)
Filed 2026-10-20
Seven Mile Advisory
CLOSED
Shares0 from 4,295
Change-4,295 (-100%)
Value$0 (-$205.9K)
Filed 2026-10-22
Aljian Capital Management, LLC
CLOSED
Shares0 from 4,294
Change-4,294 (-100%)
Value$0 (-$205.9K)
Filed 2026-10-28
Allen Wealth Management, LLC
CLOSED
Shares0 from 4,272
Change-4,272 (-100%)
Value$0 (-$204.8K)
Filed 2026-10-29
Capital Square, LLC
CLOSED
Shares0 from 4,255
Change-4,255 (-100%)
Value$0 (-$210.6K)
Filed 2026-10-19
Silverlake Wealth Management LLC
CLOSED
Shares0 from 4,249
Change-4,249 (-100%)
Value$0 (-$203.7K)
Filed 2026-10-21
XXI Wealth, LLC
CLOSED
Shares0 from 4,238
Change-4,238 (-100%)
Value$0 (-$203.2K)
Filed 2026-10-22
Congress Park Capital LLC
CLOSED
Shares0 from 4,225
Change-4,225 (-100%)
Value$0 (-$202.5K)
Filed 2026-10-13
Knights of Columbus Asset Advisors LLC
CLOSED
Shares0 from 2,931
Change-2,931 (-100%)
Value$0 (-$140.5K)
Filed 2026-11-05
AdvisorNet Financial, Inc
CLOSED
Shares0 from 2,374
Change-2,374 (-100%)
Value$0 (-$113.8K)
Filed 2026-10-15
Laurion Capital Management LP
CLOSED
Shares0 from 1,692
Change-1,692 (-100%)
Value$0 (-$81.1K)
Filed 2026-10-30
Bellecapital International Ltd.
CLOSED
Shares0 from 1,611
Change-1,611 (-100%)
Value$0 (-$77.2K)
Filed 2026-10-21
Compound Global Advisors, LLC
CLOSED
Shares0 from 1,500
Change-1,500 (-100%)
Value$0 (-$71.9K)
Filed 2026-10-20
Cornerstone Planning Group LLC
CLOSED
Shares0 from 1,378
Change-1,378 (-100%)
Value$0 (-$66.4K)
Filed 2026-10-16
MCF Advisors LLC
CLOSED
Shares0 from 1,083
Change-1,083 (-100%)
Value$0 (-$51.9K)
Filed 2026-10-28
Solstein Capital, LLC
CLOSED
Shares0 from 794
Change-794 (-100%)
Value$0 (-$38.1K)
Filed 2026-11-02
Gill Capital Partners, LLC
CLOSED
Shares0 from 621
Change-621 (-100%)
Value$0 (-$29.8K)
Filed 2026-10-13
American National Bank & Trust
CLOSED
Shares0 from 513
Change-513 (-100%)
Value$0 (-$24.6K)
Filed 2026-10-07
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 472
Change-472 (-100%)
Value$0 (-$22.6K)
Filed 2026-10-14
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 205
Change-205 (-100%)
Value$0 (-$9.8K)
Filed 2026-10-29
Whipplewood Advisors, LLC
CLOSED
Shares0 from 124
Change-124 (-100%)
Value$0 (-$5.9K)
Filed 2026-10-20
Stone House Investment Management, LLC
CLOSED
Shares0 from 103
Change-103 (-100%)
Value$0 (-$4.9K)
Filed 2026-10-23
Atlatl Advisers LLC
CLOSED
Shares0 from 96
Change-96 (-100%)
Value$0 (-$4.6K)
Filed 2026-10-22
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 95
Change-95 (-100%)
Value$0 (-$4.6K)
Filed 2026-10-26
Fairman Group, LLC
CLOSED
Shares0 from 63
Change-63 (-100%)
Value$0 (-$3.0K)
Filed 2026-10-26
RHL Group, LLC
CLOSED
Shares0 from 41
Change-41 (-100%)
Value$0 (-$2.0K)
Filed 2026-11-04
Robinswood Financial LLC
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$479)
Filed 2026-10-20
Richardson Financial Services Inc.
CLOSED
Shares0 from 8
Change-8 (-100%)
Value$0 (-$384)
Filed 2026-10-30
Horizon Financial Services, LLC
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-11-04
Dodge & COX
N/A
Shares— from 20,397,110
Change-20,397,110 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 18,594,352
Change-18,594,352 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 13,041,109
Change-13,041,109 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 11,704,719
Change-11,704,719 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 11,659,869
Change-11,659,869 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 11,176,712
Change-11,176,712 (-100%)
Value—
Capital International Investors
N/A
Shares— from 9,721,180
Change-9,721,180 (-100%)
Value—
Folketrygdfondet
N/A
Shares— from 9,522,383
Change-9,522,383 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 9,180,490
Change-9,180,490 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 8,324,948
Change-8,324,948 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 8,270,785
Change-8,270,785 (-100%)
Value—
State Farm Mutual Automobile Insurance Co
N/A
Shares— from 6,142,778
Change-6,142,778 (-100%)
Value—
State Street Corp
N/A
Shares— from 5,869,834
Change-5,869,834 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 5,399,061
Change-5,399,061 (-100%)
Value—
Capital World Investors
N/A
Shares— from 5,205,926
Change-5,205,926 (-100%)
Value—
Fred Alger Management, LLC
N/A
Shares— from 4,907,570
Change-4,907,570 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 4,815,576
Change-4,815,576 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 4,657,642
Change-4,657,642 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 4,031,114
Change-4,031,114 (-100%)
Value—
UBS Group AG
N/A
Shares— from 3,984,940
Change-3,984,940 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 3,861,182
Change-3,861,182 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 3,693,198
Change-3,693,198 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 3,065,015
Change-3,065,015 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 3,032,421
Change-3,032,421 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 2,969,256
Change-2,969,256 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 2,924,500
Change-2,924,500 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 2,903,988
Change-2,903,988 (-100%)
Value—
Barclays PLC
N/A
Shares— from 2,739,617
Change-2,739,617 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 2,736,697
Change-2,736,697 (-100%)
Value—
Farallon Capital Management, L.L.C.
N/A
Shares— from 2,619,000
Change-2,619,000 (-100%)
Value—
FMR LLC
N/A
Shares— from 2,306,393
Change-2,306,393 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 2,035,939
Change-2,035,939 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 2,006,551
Change-2,006,551 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 1,737,333
Change-1,737,333 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 1,707,104
Change-1,707,104 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 1,688,444
Change-1,688,444 (-100%)
Value—
Causeway Capital Management LLC
N/A
Shares— from 1,677,615
Change-1,677,615 (-100%)
Value—
Maverick Capital LTD
N/A
Shares— from 1,653,872
Change-1,653,872 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,612,426
Change-1,612,426 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,566,451
Change-1,566,451 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 1,495,517
Change-1,495,517 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 1,492,413
Change-1,492,413 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 1,455,351
Change-1,455,351 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 1,366,275
Change-1,366,275 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 1,249,186
Change-1,249,186 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 1,227,405
Change-1,227,405 (-100%)
Value—
Cullen Capital Management, LLC
N/A
Shares— from 1,224,955
Change-1,224,955 (-100%)
Value—
WCM Investment Management, LLC
N/A
Shares— from 1,181,027
Change-1,181,027 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 1,109,982
Change-1,109,982 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 1,045,885
Change-1,045,885 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,038,160
Change-1,038,160 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 1,000,682
Change-1,000,682 (-100%)
Value—
Menora Mivtachim Holdings Ltd.
N/A
Shares— from 926,168
Change-926,168 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 877,635
Change-877,635 (-100%)
Value—
Xxec, Inc.
N/A
Shares— from 830,388
Change-830,388 (-100%)
Value—
Natixis
N/A
Shares— from 824,229
Change-824,229 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 799,604
Change-799,604 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 736,113
Change-736,113 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 731,414
Change-731,414 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 730,000
Change-730,000 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 697,567
Change-697,567 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 686,121
Change-686,121 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 669,858
Change-669,858 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 657,641
Change-657,641 (-100%)
Value—
DV Equities, LLC
N/A
Shares— from 631,226
Change-631,226 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 622,970
Change-622,970 (-100%)
Value—
Longaeva Partners L.P.
N/A
Shares— from 621,143
Change-621,143 (-100%)
Value—
Integral Health Asset Management, LLC
N/A
Shares— from 600,000
Change-600,000 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 593,206
Change-593,206 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 585,509
Change-585,509 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 548,297
Change-548,297 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 534,219
Change-534,219 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 524,829
Change-524,829 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 522,349
Change-522,349 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 520,267
Change-520,267 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 518,286
Change-518,286 (-100%)
Value—
Quinn Opportunity Partners LLC
N/A
Shares— from 507,600
Change-507,600 (-100%)
Value—
Boston Partners
N/A
Shares— from 507,489
Change-507,489 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 503,634
Change-503,634 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 449,006
Change-449,006 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 439,134
Change-439,134 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 438,676
Change-438,676 (-100%)
Value—
Warther Private Wealth, LLC
N/A
Shares— from 411,074
Change-411,074 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 410,689
Change-410,689 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 403,262
Change-403,262 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 390,351
Change-390,351 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 382,507
Change-382,507 (-100%)
Value—
Clough Capital Partners L P
N/A
Shares— from 373,977
Change-373,977 (-100%)
Value—
Aberdeen Group plc
N/A
Shares— from 367,740
Change-367,740 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 358,915
Change-358,915 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 342,213
Change-342,213 (-100%)
Value—
Private Advisory Group LLC
N/A
Shares— from 333,612
Change-333,612 (-100%)
Value—
Contrarius Group Holdings Ltd
N/A
Shares— from 327,154
Change-327,154 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 324,149
Change-324,149 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 323,855
Change-323,855 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 321,841
Change-321,841 (-100%)
Value—
Clifford Swan Investment Counsel LLC
N/A
Shares— from 318,484
Change-318,484 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 314,926
Change-314,926 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 314,106
Change-314,106 (-100%)
Value—
Armistice Capital, LLC
N/A
Shares— from 312,000
Change-312,000 (-100%)
Value—
Cantor Fitzgerald, L. P.
N/A
Shares— from 292,094
Change-292,094 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 290,612
Change-290,612 (-100%)
Value—
ARS Investment Partners, LLC
N/A
Shares— from 288,970
Change-288,970 (-100%)
Value—
US Bancorp \de\
N/A
Shares— from 275,250
Change-275,250 (-100%)
Value—
CIM, LLC
N/A
Shares— from 273,341
Change-273,341 (-100%)
Value—
PFM Health Sciences, LP
N/A
Shares— from 265,016
Change-265,016 (-100%)
Value—
Salt Holding Corp.
N/A
Shares— from 256,134
Change-256,134 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 245,899
Change-245,899 (-100%)
Value—
Foresight Global Investors, Inc.
N/A
Shares— from 245,289
Change-245,289 (-100%)
Value—
Knuff & Co LLC
N/A
Shares— from 242,776
Change-242,776 (-100%)
Value—
Dividend Assets Capital, LLC
N/A
Shares— from 234,979
Change-234,979 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 229,607
Change-229,607 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 220,373
Change-220,373 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 219,072
Change-219,072 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 211,043
Change-211,043 (-100%)
Value—
Alpine Fox Capital LLC
N/A
Shares— from 201,000
Change-201,000 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 197,413
Change-197,413 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 197,109
Change-197,109 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 194,159
Change-194,159 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 188,647
Change-188,647 (-100%)
Value—
Hutchinson Capital Management
N/A
Shares— from 187,985
Change-187,985 (-100%)
Value—
Stamos Capital Partners, L.P.
N/A
Shares— from 184,608
Change-184,608 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 182,382
Change-182,382 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 175,187
Change-175,187 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 170,652
Change-170,652 (-100%)
Value—
Eversept Partners, LP
N/A
Shares— from 169,227
Change-169,227 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 158,921
Change-158,921 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 158,343
Change-158,343 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 157,335
Change-157,335 (-100%)
Value—
Claret Asset Management Corp
N/A
Shares— from 156,526
Change-156,526 (-100%)
Value—
Capital International, Inc.
N/A
Shares— from 155,415
Change-155,415 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 148,940
Change-148,940 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 146,043
Change-146,043 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 142,411
Change-142,411 (-100%)
Value—
Altrafin AG
N/A
Shares— from 139,963
Change-139,963 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 133,537
Change-133,537 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 133,510
Change-133,510 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 129,801
Change-129,801 (-100%)
Value—
Harvest Portfolios Group Inc.
N/A
Shares— from 124,643
Change-124,643 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 123,272
Change-123,272 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 123,187
Change-123,187 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 122,568
Change-122,568 (-100%)
Value—
Round Hill Asset Management
N/A
Shares— from 122,031
Change-122,031 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 121,108
Change-121,108 (-100%)
Value—
Sphera Funds Management Ltd.
N/A
Shares— from 120,677
Change-120,677 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 118,807
Change-118,807 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 117,306
Change-117,306 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 116,809
Change-116,809 (-100%)
Value—
Saturna Capital Corp
N/A
Shares— from 116,291
Change-116,291 (-100%)
Value—
Palisade Capital Management, LP
N/A
Shares— from 113,575
Change-113,575 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 111,505
Change-111,505 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 110,470
Change-110,470 (-100%)
Value—
Foresight Group Ltd Liability Partnership
N/A
Shares— from 109,935
Change-109,935 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 108,820
Change-108,820 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 107,419
Change-107,419 (-100%)
Value—
&partners
N/A
Shares— from 107,331
Change-107,331 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 106,341
Change-106,341 (-100%)
Value—
Caption Management, LLC
N/A
Shares— from 103,132
Change-103,132 (-100%)
Value—
Capital Research Global Investors
N/A
Shares— from 103,059
Change-103,059 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 102,109
Change-102,109 (-100%)
Value—
Arrow Capital Pty Ltd
N/A
Shares— from 100,000
Change-100,000 (-100%)
Value—
Diadema Partners LP
N/A
Shares— from 100,000
Change-100,000 (-100%)
Value—
Lester Murray Antman dba SimplyRich
N/A
Shares— from 97,277
Change-97,277 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 95,969
Change-95,969 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 95,475
Change-95,475 (-100%)
Value—
M. Kulyk & Associates, LLC
N/A
Shares— from 93,400
Change-93,400 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 92,930
Change-92,930 (-100%)
Value—
Militia Capital Management LLC
N/A
Shares— from 91,600
Change-91,600 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 88,604
Change-88,604 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 88,590
Change-88,590 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 87,434
Change-87,434 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 87,071
Change-87,071 (-100%)
Value—
Bulltick Wealth Management, LLC
N/A
Shares— from 86,080
Change-86,080 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 85,387
Change-85,387 (-100%)
Value—
Landscape Capital Management, L.L.C.
N/A
Shares— from 84,495
Change-84,495 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 83,871
Change-83,871 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 81,734
Change-81,734 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 81,667
Change-81,667 (-100%)
Value—
Peloton Wealth Strategists
N/A
Shares— from 78,630
Change-78,630 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 78,574
Change-78,574 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 78,302
Change-78,302 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 76,547
Change-76,547 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 75,790
Change-75,790 (-100%)
Value—
EFG International AG
N/A
Shares— from 75,252
Change-75,252 (-100%)
Value—
Tevis Investment Management
N/A
Shares— from 75,115
Change-75,115 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 75,048
Change-75,048 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 74,834
Change-74,834 (-100%)
Value—
Lafayette Investments, Inc.
N/A
Shares— from 73,499
Change-73,499 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 72,916
Change-72,916 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 72,417
Change-72,417 (-100%)
Value—
Auxano Advisors, LLC
N/A
Shares— from 71,867
Change-71,867 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 71,765
Change-71,765 (-100%)
Value—
Aperture Investors, LLC
N/A
Shares— from 70,439
Change-70,439 (-100%)
Value—
Borer Denton & Associates, Inc.
N/A
Shares— from 70,247
Change-70,247 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 69,163
Change-69,163 (-100%)
Value—
Thompson Siegel & Walmsley LLC
N/A
Shares— from 67,962
Change-67,962 (-100%)
Value—
Lighthouse Investment Partners, LLC
N/A
Shares— from 67,554
Change-67,554 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 67,393
Change-67,393 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 66,290
Change-66,290 (-100%)
Value—
Bank Hapoalim BM
N/A
Shares— from 65,863
Change-65,863 (-100%)
Value—
EagleClaw Capital Managment, LLC
N/A
Shares— from 63,650
Change-63,650 (-100%)
Value—
Rock Springs Capital Management LP
N/A
Shares— from 63,500
Change-63,500 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 63,042
Change-63,042 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 60,632
Change-60,632 (-100%)
Value—
Ritholtz Wealth Management
N/A
Shares— from 60,219
Change-60,219 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 60,194
Change-60,194 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 60,105
Change-60,105 (-100%)
Value—
Dkrt Investments Corp.
N/A
Shares— from 60,000
Change-60,000 (-100%)
Value—
XY Capital Ltd
N/A
Shares— from 59,048
Change-59,048 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 59,020
Change-59,020 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 58,858
Change-58,858 (-100%)
Value—
SSA Swiss Advisors AG
N/A
Shares— from 58,536
Change-58,536 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 58,349
Change-58,349 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 57,524
Change-57,524 (-100%)
Value—
Three Bridge Wealth Advisors, LLC
N/A
Shares— from 56,733
Change-56,733 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 54,673
Change-54,673 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 54,637
Change-54,637 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 54,508
Change-54,508 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 54,474
Change-54,474 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 54,146
Change-54,146 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 53,467
Change-53,467 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 52,990
Change-52,990 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 52,885
Change-52,885 (-100%)
Value—
Northstar Asset Management Inc
N/A
Shares— from 51,796
Change-51,796 (-100%)
Value—
Blair William & Co
N/A
Shares— from 51,709
Change-51,709 (-100%)
Value—
Hodges Capital Management Inc.
N/A
Shares— from 51,300
Change-51,300 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 50,970
Change-50,970 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 49,624
Change-49,624 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 48,469
Change-48,469 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 48,420
Change-48,420 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 48,394
Change-48,394 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 47,778
Change-47,778 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 47,719
Change-47,719 (-100%)
Value—
Harbour Investment Management LLC
N/A
Shares— from 47,650
Change-47,650 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 46,963
Change-46,963 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 46,177
Change-46,177 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 45,758
Change-45,758 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 45,483
Change-45,483 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 45,422
Change-45,422 (-100%)
Value—
Longitude (Cayman) Ltd.
N/A
Shares— from 45,000
Change-45,000 (-100%)
Value—
Aurora Investment Counsel
N/A
Shares— from 44,484
Change-44,484 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 44,005
Change-44,005 (-100%)
Value—
Wilson & Boucher Capital Management, LLC
N/A
Shares— from 42,998
Change-42,998 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 42,922
Change-42,922 (-100%)
Value—
Rodgers Brothers Inc.
N/A
Shares— from 42,450
Change-42,450 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 42,249
Change-42,249 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 42,175
Change-42,175 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 41,480
Change-41,480 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 41,249
Change-41,249 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 41,171
Change-41,171 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 40,676
Change-40,676 (-100%)
Value—
Weiss Asset Management LP
N/A
Shares— from 40,080
Change-40,080 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 39,942
Change-39,942 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 39,940
Change-39,940 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 39,607
Change-39,607 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 39,476
Change-39,476 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 39,312
Change-39,312 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 39,243
Change-39,243 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 38,770
Change-38,770 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 38,586
Change-38,586 (-100%)
Value—
Fifth Third Bancorp
N/A
Shares— from 38,132
Change-38,132 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 37,496
Change-37,496 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 37,304
Change-37,304 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 36,941
Change-36,941 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 36,875
Change-36,875 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 36,663
Change-36,663 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 36,496
Change-36,496 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 36,140
Change-36,140 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 35,574
Change-35,574 (-100%)
Value—
Loudon Investment Management, LLC
N/A
Shares— from 35,308
Change-35,308 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 34,932
Change-34,932 (-100%)
Value—
Barometer Capital Management Inc.
N/A
Shares— from 34,700
Change-34,700 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 33,631
Change-33,631 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 33,312
Change-33,312 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 33,310
Change-33,310 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 33,268
Change-33,268 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 33,186
Change-33,186 (-100%)
Value—
Compound Planning, Inc.
N/A
Shares— from 33,152
Change-33,152 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 32,940
Change-32,940 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 32,028
Change-32,028 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 31,709
Change-31,709 (-100%)
Value—
Naples Global Advisors, LLC
N/A
Shares— from 30,920
Change-30,920 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 30,890
Change-30,890 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 30,296
Change-30,296 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 29,198
Change-29,198 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 29,184
Change-29,184 (-100%)
Value—
Limestone Investment Advisors LP
N/A
Shares— from 29,130
Change-29,130 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 29,113
Change-29,113 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 28,912
Change-28,912 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 28,829
Change-28,829 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 28,817
Change-28,817 (-100%)
Value—
Meridian Management Co
N/A
Shares— from 28,774
Change-28,774 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 28,562
Change-28,562 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 28,487
Change-28,487 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 27,572
Change-27,572 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 27,220
Change-27,220 (-100%)
Value—
Florida Trust Wealth Management Co
N/A
Shares— from 27,100
Change-27,100 (-100%)
Value—
Adar1 Capital Management, LLC
N/A
Shares— from 27,000
Change-27,000 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 26,886
Change-26,886 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 26,795
Change-26,795 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 26,334
Change-26,334 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 26,047
Change-26,047 (-100%)
Value—
Nwam LLC
N/A
Shares— from 25,916
Change-25,916 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 25,727
Change-25,727 (-100%)
Value—
Persistent Asset Partners Ltd
N/A
Shares— from 25,600
Change-25,600 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 25,516
Change-25,516 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 25,317
Change-25,317 (-100%)
Value—
LHM, Inc.
N/A
Shares— from 25,105
Change-25,105 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 25,096
Change-25,096 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 24,965
Change-24,965 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 24,964
Change-24,964 (-100%)
Value—
Stephens Inc
N/A
Shares— from 24,925
Change-24,925 (-100%)
Value—
Birchview Capital, LP
N/A
Shares— from 24,000
Change-24,000 (-100%)
Value—
Annandale Capital, LLC
N/A
Shares— from 24,000
Change-24,000 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 23,925
Change-23,925 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 23,666
Change-23,666 (-100%)
Value—
Hikari Tsushin, Inc.
N/A
Shares— from 23,512
Change-23,512 (-100%)
Value—
OAK Associates LTD
N/A
Shares— from 23,467
Change-23,467 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 23,127
Change-23,127 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 22,899
Change-22,899 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 22,631
Change-22,631 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 22,279
Change-22,279 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 22,077
Change-22,077 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 22,000
Change-22,000 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 21,233
Change-21,233 (-100%)
Value—
Joel Isaacson & Co., LLC
N/A
Shares— from 21,026
Change-21,026 (-100%)
Value—
First Dallas Securities Inc.
N/A
Shares— from 20,967
Change-20,967 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 20,958
Change-20,958 (-100%)
Value—
Cedar Wealth Management, LLC
N/A
Shares— from 20,828
Change-20,828 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 20,331
Change-20,331 (-100%)
Value—
Raelipskie Partnership
N/A
Shares— from 20,166
Change-20,166 (-100%)
Value—
IQ EQ Fund Management (Singapore) Private Ltd
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Capital International Sarl
N/A
Shares— from 19,961
Change-19,961 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 19,937
Change-19,937 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 19,758
Change-19,758 (-100%)
Value—
Trillium Asset Management, LLC
N/A
Shares— from 19,689
Change-19,689 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 19,653
Change-19,653 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 19,465
Change-19,465 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 19,363
Change-19,363 (-100%)
Value—
Commerce Bank
N/A
Shares— from 18,568
Change-18,568 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 18,512
Change-18,512 (-100%)
Value—
Personal CFO Solutions, LLC
N/A
Shares— from 18,427
Change-18,427 (-100%)
Value—
Banco de Sabadell, S.a
N/A
Shares— from 18,330
Change-18,330 (-100%)
Value—
Fairfield, Bush & Co.
N/A
Shares— from 18,073
Change-18,073 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 17,646
Change-17,646 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 17,615
Change-17,615 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 17,502
Change-17,502 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 16,779
Change-16,779 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 16,584
Change-16,584 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 16,570
Change-16,570 (-100%)
Value—
J.W. Cole Advisors, Inc.
N/A
Shares— from 16,315
Change-16,315 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 16,244
Change-16,244 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 16,207
Change-16,207 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 16,205
Change-16,205 (-100%)
Value—
Ironwood Investment Management LLC
N/A
Shares— from 16,058
Change-16,058 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 15,897
Change-15,897 (-100%)
Value—
Invst, LLC
N/A
Shares— from 15,807
Change-15,807 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 15,800
Change-15,800 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 15,713
Change-15,713 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 15,644
Change-15,644 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 15,604
Change-15,604 (-100%)
Value—
Westfield Capital Management Co LP
N/A
Shares— from 15,599
Change-15,599 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 15,484
Change-15,484 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 15,373
Change-15,373 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 15,350
Change-15,350 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 15,203
Change-15,203 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 15,082
Change-15,082 (-100%)
Value—
White Knight Strategic Wealth Advisors, LLC
N/A
Shares— from 14,848
Change-14,848 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 14,714
Change-14,714 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 14,630
Change-14,630 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 14,577
Change-14,577 (-100%)
Value—
Intesa Sanpaolo S.p.A.
N/A
Shares— from 14,325
Change-14,325 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 14,248
Change-14,248 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 14,055
Change-14,055 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 14,049
Change-14,049 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 14,016
Change-14,016 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 13,470
Change-13,470 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 13,437
Change-13,437 (-100%)
Value—
Stevens Capital Management LP
N/A
Shares— from 13,363
Change-13,363 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 12,964
Change-12,964 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 12,911
Change-12,911 (-100%)
Value—
PeakShares LLC
N/A
Shares— from 12,642
Change-12,642 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 12,575
Change-12,575 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 12,559
Change-12,559 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 12,557
Change-12,557 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 12,531
Change-12,531 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 12,501
Change-12,501 (-100%)
Value—
WJ Financial Advisors LLC
N/A
Shares— from 12,400
Change-12,400 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 12,369
Change-12,369 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 12,306
Change-12,306 (-100%)
Value—
Delaney Dennis R
N/A
Shares— from 12,250
Change-12,250 (-100%)
Value—
Christine Messmer PC
N/A
Shares— from 12,187
Change-12,187 (-100%)
Value—
Carson Advisory Inc.
N/A
Shares— from 12,143
Change-12,143 (-100%)
Value—
Alexander Labrunerie & Co., Inc.
N/A
Shares— from 12,077
Change-12,077 (-100%)
Value—
Motco
N/A
Shares— from 12,075
Change-12,075 (-100%)
Value—
Jacobi Capital Management LLC
N/A
Shares— from 12,058
Change-12,058 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 11,420
Change-11,420 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 11,380
Change-11,380 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 11,297
Change-11,297 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 11,253
Change-11,253 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 11,125
Change-11,125 (-100%)
Value—
Saranac Partners Ltd
N/A
Shares— from 11,090
Change-11,090 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 11,060
Change-11,060 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 11,041
Change-11,041 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 11,005
Change-11,005 (-100%)
Value—
CMT Capital Markets Trading GmbH
N/A
Shares— from 10,978
Change-10,978 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 10,958
Change-10,958 (-100%)
Value—
Diamant Asset Management, Inc.
N/A
Shares— from 10,920
Change-10,920 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 10,900
Change-10,900 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 10,863
Change-10,863 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 10,851
Change-10,851 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 10,772
Change-10,772 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 10,727
Change-10,727 (-100%)
Value—
Advisory Advocates, LLC
N/A
Shares— from 10,641
Change-10,641 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 10,345
Change-10,345 (-100%)
Value—
Legacy Capital Group California, Inc.
N/A
Shares— from 10,299
Change-10,299 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 9,824
Change-9,824 (-100%)
Value—
Baader Bank Aktiengesellschaft
N/A
Shares— from 9,800
Change-9,800 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 9,784
Change-9,784 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 9,751
Change-9,751 (-100%)
Value—
Karani Asset Management LLC
N/A
Shares— from 9,709
Change-9,709 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 9,681
Change-9,681 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 9,654
Change-9,654 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 9,554
Change-9,554 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 9,550
Change-9,550 (-100%)
Value—
WFA of San Diego, LLC
N/A
Shares— from 9,470
Change-9,470 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 9,435
Change-9,435 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 9,380
Change-9,380 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 9,329
Change-9,329 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 9,322
Change-9,322 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 9,298
Change-9,298 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 9,169
Change-9,169 (-100%)
Value—
New Vernon Investment Management LLC
N/A
Shares— from 9,100
Change-9,100 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 8,989
Change-8,989 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 8,881
Change-8,881 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 8,806
Change-8,806 (-100%)
Value—
Hemenway Trust Co LLC
N/A
Shares— from 8,774
Change-8,774 (-100%)
Value—
1776 Wealth LLC
N/A
Shares— from 8,711
Change-8,711 (-100%)
Value—
Capital Markets Trading UK LLP
N/A
Shares— from 8,679
Change-8,679 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 8,630
Change-8,630 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 8,565
Change-8,565 (-100%)
Value—
Bayesian Capital Management, LP
N/A
Shares— from 8,500
Change-8,500 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 8,361
Change-8,361 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 8,222
Change-8,222 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 8,216
Change-8,216 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 8,122
Change-8,122 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 8,088
Change-8,088 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 8,049
Change-8,049 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 8,005
Change-8,005 (-100%)
Value—
Laraway Financial Advisors Inc
N/A
Shares— from 7,906
Change-7,906 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 7,718
Change-7,718 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 7,711
Change-7,711 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 7,699
Change-7,699 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 7,689
Change-7,689 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 7,630
Change-7,630 (-100%)
Value—
Polymer Capital Management (HK) LTD
N/A
Shares— from 7,623
Change-7,623 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 7,554
Change-7,554 (-100%)
Value—
R Squared Ltd
N/A
Shares— from 7,495
Change-7,495 (-100%)
Value—
Channel Wealth LLC
N/A
Shares— from 7,490
Change-7,490 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 7,440
Change-7,440 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 7,335
Change-7,335 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 7,323
Change-7,323 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 7,299
Change-7,299 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 7,293
Change-7,293 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 7,265
Change-7,265 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 7,200
Change-7,200 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 7,044
Change-7,044 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 7,011
Change-7,011 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 6,877
Change-6,877 (-100%)
Value—
Natural Investments, LLC
N/A
Shares— from 6,831
Change-6,831 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 6,798
Change-6,798 (-100%)
Value—
TritonPoint Partners, LLC
N/A
Shares— from 6,771
Change-6,771 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 6,751
Change-6,751 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 6,745
Change-6,745 (-100%)
Value—
Calydon Capital
N/A
Shares— from 6,721
Change-6,721 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 6,706
Change-6,706 (-100%)
Value—
Rock Point Advisors, LLC
N/A
Shares— from 6,700
Change-6,700 (-100%)
Value—
Clearstead Trust, LLC
N/A
Shares— from 6,678
Change-6,678 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 6,628
Change-6,628 (-100%)
Value—
Ridge Creek Global, Inc
N/A
Shares— from 6,610
Change-6,610 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 6,599
Change-6,599 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 6,590
Change-6,590 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 6,526
Change-6,526 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 6,524
Change-6,524 (-100%)
Value—
Resources Management Corp
N/A
Shares— from 6,500
Change-6,500 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 6,495
Change-6,495 (-100%)
Value—
Marco Investment Management LLC
N/A
Shares— from 6,450
Change-6,450 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 6,365
Change-6,365 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 6,315
Change-6,315 (-100%)
Value—
Magnetar Financial LLC
N/A
Shares— from 6,187
Change-6,187 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 6,144
Change-6,144 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 6,115
Change-6,115 (-100%)
Value—
Cabot Wealth Management Inc
N/A
Shares— from 6,083
Change-6,083 (-100%)
Value—
Nykredit A/S
N/A
Shares— from 6,026
Change-6,026 (-100%)
Value—
Amundi
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
Evergreen Wealth Management, LLC
N/A
Shares— from 5,997
Change-5,997 (-100%)
Value—
Zuckerman Investment Group, LLC
N/A
Shares— from 5,967
Change-5,967 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 5,962
Change-5,962 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 5,910
Change-5,910 (-100%)
Value—
Sharp Wealth Advisory, LLC
N/A
Shares— from 5,900
Change-5,900 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 5,874
Change-5,874 (-100%)
Value—
Prospect Financial Services LLC
N/A
Shares— from 5,843
Change-5,843 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 5,751
Change-5,751 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 5,679
Change-5,679 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 5,607
Change-5,607 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 5,580
Change-5,580 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 5,545
Change-5,545 (-100%)
Value—
Wellington Grp LLC
N/A
Shares— from 5,491
Change-5,491 (-100%)
Value—
PMV Capital Advisers, LLC
N/A
Shares— from 5,464
Change-5,464 (-100%)
Value—
Hudson Portfolio Management LLC
N/A
Shares— from 5,415
Change-5,415 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 5,330
Change-5,330 (-100%)
Value—
Samjo Management, LLC
N/A
Shares— from 5,200
Change-5,200 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 5,198
Change-5,198 (-100%)
Value—
Red Wave Investments LLC
N/A
Shares— from 5,149
Change-5,149 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 5,134
Change-5,134 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 5,123
Change-5,123 (-100%)
Value—
Broderick Brian C
N/A
Shares— from 5,065
Change-5,065 (-100%)
Value—
STG Securities, LLC
N/A
Shares— from 5,059
Change-5,059 (-100%)
Value—
Accretive Wealth Partners, LLC
N/A
Shares— from 5,045
Change-5,045 (-100%)
Value—
Cladis Investment Advisory, LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 4,973
Change-4,973 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 4,947
Change-4,947 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 4,946
Change-4,946 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 4,940
Change-4,940 (-100%)
Value—
Somerville Kurt F
N/A
Shares— from 4,825
Change-4,825 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 4,816
Change-4,816 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 4,809
Change-4,809 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 4,780
Change-4,780 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 4,773
Change-4,773 (-100%)
Value—
Everest Financial Group LLC
N/A
Shares— from 4,766
Change-4,766 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 4,758
Change-4,758 (-100%)
Value—
Avise Financial Cooperative, Inc.
N/A
Shares— from 4,728
Change-4,728 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 4,723
Change-4,723 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 4,680
Change-4,680 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 4,673
Change-4,673 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 4,655
Change-4,655 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 4,638
Change-4,638 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 4,632
Change-4,632 (-100%)
Value—
Hardy Reed LLC
N/A
Shares— from 4,546
Change-4,546 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 4,524
Change-4,524 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 4,510
Change-4,510 (-100%)
Value—
Chancellor Financial Group WB LP
N/A
Shares— from 4,500
Change-4,500 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 4,445
Change-4,445 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 4,440
Change-4,440 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 4,419
Change-4,419 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 4,387
Change-4,387 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 4,372
Change-4,372 (-100%)
Value—
Winthrop Capital Management, LLC
N/A
Shares— from 4,371
Change-4,371 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 4,320
Change-4,320 (-100%)
Value—
Painted Porch Advisors LLC
N/A
Shares— from 4,312
Change-4,312 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 4,300
Change-4,300 (-100%)
Value—
Signet Private Wealth LLC
N/A
Shares— from 4,268
Change-4,268 (-100%)
Value—
Gambit Capital Management, LLC
N/A
Shares— from 4,260
Change-4,260 (-100%)
Value—
Central Trust Co
N/A
Shares— from 4,201
Change-4,201 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 3,739
Change-3,739 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 3,661
Change-3,661 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 3,581
Change-3,581 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 3,402
Change-3,402 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 3,102
Change-3,102 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 3,049
Change-3,049 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 2,829
Change-2,829 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 2,780
Change-2,780 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 2,751
Change-2,751 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 2,731
Change-2,731 (-100%)
Value—
Schrum Private Wealth Management LLC
N/A
Shares— from 2,402
Change-2,402 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 2,400
Change-2,400 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 2,212
Change-2,212 (-100%)
Value—
Pingora Partners LLC
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 2,150
Change-2,150 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 2,131
Change-2,131 (-100%)
Value—
Westerkirk Capital Inc.
N/A
Shares— from 2,128
Change-2,128 (-100%)
Value—
Parvin Asset Management, LLC
N/A
Shares— from 2,015
Change-2,015 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 1,996
Change-1,996 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 1,972
Change-1,972 (-100%)
Value—
Havemeyer Place LP
N/A
Shares— from 1,870
Change-1,870 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 1,850
Change-1,850 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 1,841
Change-1,841 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 1,760
Change-1,760 (-100%)
Value—
Corient IA LP
N/A
Shares— from 1,750
Change-1,750 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 1,684
Change-1,684 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 1,586
Change-1,586 (-100%)
Value—
Brentview Investment Management LLC
N/A
Shares— from 1,579
Change-1,579 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 1,574
Change-1,574 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 1,527
Change-1,527 (-100%)
Value—
Philadelphia Investment Partners, LLC
N/A
Shares— from 1,486
Change-1,486 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 1,417
Change-1,417 (-100%)
Value—
First Command Advisory Services, Inc.
N/A
Shares— from 1,395
Change-1,395 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 1,372
Change-1,372 (-100%)
Value—
S&T Bank
N/A
Shares— from 1,300
Change-1,300 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 1,180
Change-1,180 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 1,118
Change-1,118 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 1,050
Change-1,050 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 987
Change-987 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 953
Change-953 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 935
Change-935 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 899
Change-899 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 895
Change-895 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 868
Change-868 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 824
Change-824 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 820
Change-820 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 808
Change-808 (-100%)
Value—
Community Bank, N.A.
N/A
Shares— from 806
Change-806 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 788
Change-788 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 774
Change-774 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 656
Change-656 (-100%)
Value—
Zions Bancorporation, National Association
N/A
Shares— from 644
Change-644 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 617
Change-617 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 601
Change-601 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 561
Change-561 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 526
Change-526 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 525
Change-525 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 524
Change-524 (-100%)
Value—
Hurricane Capital Advisors LLC
N/A
Shares— from 519
Change-519 (-100%)
Value—
Allianz SE
N/A
Shares— from 506
Change-506 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 505
Change-505 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 500
Change-500 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 492
Change-492 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 477
Change-477 (-100%)
Value—
Kelly Lawrence W & Associates Inc
N/A
Shares— from 450
Change-450 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 444
Change-444 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 440
Change-440 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 428
Change-428 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 414
Change-414 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 371
Change-371 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 365
Change-365 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 353
Change-353 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 351
Change-351 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 350
Change-350 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 343
Change-343 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 340
Change-340 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 326
Change-326 (-100%)
Value—
Disciplina Capital Management LLC
N/A
Shares— from 317
Change-317 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 299
Change-299 (-100%)
Value—
Stance Capital LLC
N/A
Shares— from 289
Change-289 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 286
Change-286 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 261
Change-261 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 260
Change-260 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 241
Change-241 (-100%)
Value—
Valued Wealth Advisors LLC
N/A
Shares— from 221
Change-221 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 217
Change-217 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 199
Change-199 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 196
Change-196 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 186
Change-186 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 163
Change-163 (-100%)
Value—
NBH Bank
N/A
Shares— from 160
Change-160 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 159
Change-159 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 156
Change-156 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 154
Change-154 (-100%)
Value—
Turim 21 Investimentos Ltda.
N/A
Shares— from 151
Change-151 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 131
Change-131 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 131
Change-131 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 130
Change-130 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 121
Change-121 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 103
Change-103 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 103
Change-103 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 100
Change-100 (-100%)
Value—
Centerpoint Advisors, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 100
Change-100 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 96
Change-96 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 95
Change-95 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 90
Change-90 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 84
Change-84 (-100%)
Value—
Baillie Gifford & Co
N/A
Shares— from 82
Change-82 (-100%)
Value—
Winch Advisory Services, LLC
N/A
Shares— from 71
Change-71 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 70
Change-70 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 68
Change-68 (-100%)
Value—
Peterson Wealth Management
N/A
Shares— from 65
Change-65 (-100%)
Value—
NFJ Investment Group, LLC
N/A
Shares— from 63
Change-63 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 61
Change-61 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 58
Change-58 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 54
Change-54 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 50
Change-50 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 46
Change-46 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 44
Change-44 (-100%)
Value—
Riverview Trust Co
N/A
Shares— from 42
Change-42 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 40
Change-40 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 39
Change-39 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 35
Change-35 (-100%)
Value—
Aviso Financial Inc.
N/A
Shares— from 32
Change-32 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 23
Change-23 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 11
Change-11 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Everett Harris & Co
DECREASED6,468,4946,475,622-7,1280%$310.4M$245.2M-$65.2M2026-10-28
Saratoga Research & Investment Management
DECREASED3,181,4533,236,009-54,556-2%$155.1M$120.6M-$34.5M2026-10-16
Markel Group Inc.
UNCHANGED2,869,7742,869,77400%$137.6M$108.8M-$28.8M2026-10-30
Citigroup Inc
INCREASED1,425,5691,006,032+419,537+42%$48.2M$54.0M+$5.8M2026-11-04
Dimensional Fund Advisors LP
INCREASED1,388,4571,292,688+95,769+7%$62.0M$52.6M-$9.3M2026-11-04
Oppenheimer Asset Management Inc.
DECREASED833,519874,376-40,857-5%$41.9M$31.6M-$10.3M2026-10-27
Bank of New York Mellon Corp
INCREASED778,027413,684+364,343+88%$19.8M$29.5M+$9.7M2026-11-05
Truist Financial Corp
DECREASED699,121730,624-31,503-4%$35.0M$26.5M-$8.5M2026-10-30
Creative Planning
DECREASED636,902646,107-9,205-1%$31.0M$24.1M-$6.8M2026-11-02
Euro Pacific Asset Management, LLC
INCREASED596,858594,135+2,723+0%$18.2K$22.6M+$22.6M2026-11-03
Academy Capital Management
DECREASED474,607479,184-4,577-1%$23.0M$18.0M-$5.0M2026-11-05
Nichols & Pratt Advisers LLP
DECREASED458,256477,675-19,419-4%$22.9M$17.1M-$5.8M2026-10-13
Imc-Chicago, LLC
NEW436,742—+436,742——$16.6M—2026-11-05
Corda Investment Management, Llc.
INCREASED435,485418,791+16,694+4%$20.1M$16.5M-$3.6M2026-10-22
JIA Investment Alliance Pte. Ltd.
UNCHANGED426,700426,70000%$20.5M$16.2M-$4.3M2026-10-06
Pictet Asset Management Holding SA
DECREASED386,949395,861-8,912-2%$19.0M$14.7M-$4.3M2026-11-03
Analyst IMS Investment Management Services Ltd.
DECREASED385,300410,770-25,470-6%$19.7M$14.6K-$19.7M2026-11-05
Philip James Wealth Mangement, LLC
INCREASED383,875269,741+114,134+42%$12.9M$14.6M+$1.6M2026-10-27
QV Investors Inc.
DECREASED363,958369,468-5,510-1%$17.7M$13.8K-$17.7M2026-10-20
Cullen T Bankers, Inc.
INCREASED351,463341,905+9,558+3%$16.4M$13.3M-$3.1M2026-10-28
Cantor Fitzgerald Investment Advisors L.P.
INCREASED333,620214,075+119,545+56%$10.3M$12.6M+$2.4M2026-10-21
Penbrook Management LLC
DECREASED311,500316,200-4,700-1%$15.2M$11.8M-$3.3M2026-10-16
Modera Wealth Management, LLC
DECREASED288,276305,796-17,520-6%$14.7M$10.9M-$3.7M2026-10-28
Cambiar Investors LLC
DECREASED287,745293,933-6,188-2%$14.1M$10.9M-$3.2M2026-11-04
Prospera Financial Services Inc
DECREASED275,652308,903-33,251-11%$14.8M$11.0M-$3.8M2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED275,503273,589+1,914+1%$13.3M$10.5M-$2.8M2026-10-13
Viking Fund Management LLC
UNCHANGED270,000270,00000%$12.9M$10.2M-$2.7M2026-10-14
Mirae Asset Global Investments Co., Ltd.
DECREASED263,943297,881-33,938-11%$14.3M$10.0M-$4.3M2026-11-03
Commonwealth Equity Services, LLC
INCREASED261,828260,565+1,263+0%$12.5M$9.9M-$2.6M2026-11-02
Chicago Partners Investment Group LLC
INCREASED241,79822,731+219,067+964%$1.1M$9.4M+$8.3M2026-10-27
Oppenheimer & Co Inc
INCREASED241,534232,766+8,768+4%$11.2M$9.2M-$2.0M2026-10-26
RPG Investment Advisory, LLC
DECREASED237,322346,673-109,351-32%$16.6M$9.0M-$7.6M2026-10-21
Traynor Capital Management, Inc.
DECREASED232,430247,912-15,482-6%$11.9M$8.8M-$3.1M2026-10-29
JLB & Associates Inc
DECREASED204,658209,088-4,430-2%$10.0M$9.8M-$212.4K2026-10-27
J. Safra Sarasin Holding AG
INCREASED200,266134,442+65,824+49%$6.4M$7.6M+$1.1M2026-10-26
Kestra Advisory Services, LLC
INCREASED182,097145,845+36,252+25%$7.0M$6.9M-$88.5K2026-11-02
Ethic Inc.
INCREASED175,739159,699+16,040+10%$7.7M$6.7M-$993.7K2026-11-03
Birch Capital Management, LLC
INCREASED172,533167,489+5,044+3%$8.0M$6.5M-$1.5M2026-10-27
Exchange Traded Concepts, LLC
INCREASED169,950146,234+23,716+16%$7.0M$6.4M-$567.7K2026-10-28
Eldred Rock Partners, LLC
INCREASED164,867163,661+1,206+1%$7.8M$6.3M-$1.6M2026-10-13
Pekin Hardy Strauss, Inc.
INCREASED164,67370,160+94,513+135%$3.4M$6.2M+$2.9M2026-11-02
OAK Family Advisors, LLC
DECREASED163,144320,656-157,512-49%$15.4M$6.2M-$9.2M2026-10-19
Foundation Resource Management Inc
DECREASED159,173177,838-18,665-10%$8.5M$6.0M-$2.5M2026-10-19
Atria Investments, Inc
INCREASED156,371154,981+1,390+1%$7.4M$5.9M-$1.5M2026-10-15
San Luis Wealth Advisors LLC
INCREASED148,001132,793+15,208+11%$6.4M$5.6M-$755.4K2026-10-27
Beacon Investment Advisory Services, Inc.
DECREASED142,273145,810-3,537-2%$7.0M$5.4M-$1.6M2026-10-13
Hohimer Wealth Management, LLC
INCREASED139,89587,664+52,231+60%$4.2M$5.3M+$1.1M2026-11-04
Assetmark, Inc
DECREASED137,844178,606-40,762-23%$8.6M$5.2M-$3.3M2026-10-21
Greenfield Seitz Capital Management, LLC
INCREASED128,621122,792+5,829+5%$5.9M$4.9M-$1.0M2026-10-29
Carnegie Investment Counsel
DECREASED121,560170,256-48,696-29%$8.2M$4.6M-$3.6M2026-10-20
Intesa Sanpaolo Wealth Management
INCREASED120,200118,200+2,000+2%$5.7M$4.6M-$1.1M2026-10-28
Martin Capital Partners, LLC
DECREASED119,277120,258-981-1%$5.8M$4.5M-$1.2M2026-10-07
Choreo, LLC
DECREASED118,625121,486-2,861-2%$5.8M$4.5M-$1.3M2026-10-28
Salem Investment Counselors Inc
INCREASED117,69261,839+55,853+90%$3.0M$4.5M+$1.5M2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED108,959117,033-8,074-7%$5.6M$4.1K-$5.6M2026-11-02
Lynch Asset Management, Inc.
UNCHANGED108,350108,35000%$5.2M$4.1M-$1.1M2026-10-28
Grimes & Co Wealth Management, LLC
INCREASED108,199106,242+1,957+2%$5.1M$4.1M-$991.4K2026-10-29
Smithbridge Asset Management Inc
INCREASED106,090102,069+4,021+4%$4.9M$4.0M-$871.3K2026-10-19
Azzad Asset Management Inc
DECREASED103,598107,307-3,709-3%$5.1M$3.9M-$1.2M2026-11-04
MacKenzie Financial Corp
INCREASED103,473102,804+669+1%$4.9M$3.9M-$1.0M2026-11-02
Todd Asset Management LLC
DECREASED101,570134,460-32,890-24%$6.4M$3.9M-$2.6M2026-10-27
Concurrent Investment Advisors, LLC
DECREASED100,569103,790-3,221-3%$5.0M$3.8M-$1.2M2026-10-16
Autumn Glory Partners, LLC
UNCHANGED99,88899,88800%$4.8M$3.8M-$1.0M2026-10-26
Americana Partners, LLC
INCREASED99,18096,757+2,423+3%$4.6M$3.8M-$878.6K2026-10-28
Old National Bancorp
DECREASED98,918273,640-174,722-64%$13.1M$3.7M-$9.4M2026-10-20
Calamos Advisors LLC
UNCHANGED98,47298,47200%$4.7M$3.7M-$987.7K2026-11-02
AGF Management LTD
NEW92,286—+92,286——$3.5M—2026-11-03
Farther Finance Advisors, LLC
INCREASED91,82783,020+8,807+11%$4.0M$3.5M-$499.7K2026-10-08
Vontobel Holding Ltd.
DECREASED87,356113,956-26,600-23%$5.5M$3.3M-$2.2M2026-10-16
Simplex Trading, LLC
NEW85,735—+85,735——$3.3M—2026-11-04
Third View Private Wealth, LLC
INCREASED84,64174,210+10,431+14%$3.6M$3.2M-$348.9K2026-10-30
Wedbush Securities Inc
INCREASED83,29281,656+1,636+2%$3.9M$3.2K-$3.9M2026-10-22
Eastover Investment Advisors LLC
DECREASED83,16284,893-1,731-2%$4.1M$3.2M-$917.1K2026-10-05
Eastern Bank
DECREASED82,419122,583-40,164-33%$5.9M$3.1M-$2.8M2026-10-05
Allen Capital Group, LLC
INCREASED76,68676,530+156+0%$3.7M$2.9M-$761.7K2026-10-27
Marathon Capital Management
DECREASED76,28478,134-1,850-2%$3.7M$2.9M-$853.8K2026-10-23
Portside Wealth Group, LLC
DECREASED75,95876,258-3000%$3.7M$2.9M-$776.2K2026-10-20
Keybank National Association
INCREASED74,17057,588+16,582+29%$2.8M$2.8M+$51.0K2026-11-04
Signaturefd, LLC
DECREASED72,94075,831-2,891-4%$3.6M$2.8M-$870.2K2026-10-23
Jcic Asset Management Inc.
INCREASED72,92356,139+16,784+30%$2.1M$2.8M+$701.4K2026-10-30
Evergreen Capital Management LLC
DECREASED72,38085,847-13,467-16%$4.1M$2.7M-$1.4M2026-10-23
TD Waterhouse Canada Inc.
DECREASED71,88774,856-2,969-4%$3.7M$2.7M-$961.4K2026-10-16
Nilsine Partners, LLC
INCREASED70,90669,503+1,403+2%$3.3M$2.7M-$643.9K2026-11-02
Vise Technologies, Inc.
INCREASED70,35055,435+14,915+27%$2.7M$2.7M+$9.4K2026-10-29
Beverly Hills Private Wealth, LLC
INCREASED69,67163,562+6,109+10%$3.0M$2.6M-$405.9K2026-11-04
Mengis Capital Management, Inc.
DECREASED68,34570,145-1,800-3%$3.4M$2.6M-$771.8K2026-10-13
Obsidian CIO, LLC
DECREASED68,30373,106-4,803-7%$3.5M$2.6M-$915.3K2026-11-05
Kennedy Investment Group, Inc.
DECREASED67,69569,531-1,836-3%$3.3M$2.6M-$767.0K2026-10-21
Hara Capital LLC
DECREASED64,78467,960-3,176-5%$3.3M$2.5M-$802.0K2026-10-30
Quadrant Capital Group LLC
DECREASED63,869115,512-51,643-45%$5.5M$2.4M-$3.1M2026-10-20
Range Financial Group LLC
INCREASED59,70254,505+5,197+10%$2.6M$2.3M-$349.7K2026-10-21
Ashton Thomas Private Wealth, LLC
DECREASED59,54560,488-943-2%$2.9M$2.3M-$642.4K2026-11-03
RFG Advisory, LLC
DECREASED59,29466,135-6,841-10%$3.2M$2.2M-$922.7K2026-11-03
Brown, Lisle Ings, Inc.
DECREASED59,07459,224-1500%$2.8M$2.2M-$599.7K2026-10-16
Davenport & Co LLC
DECREASED57,92471,408-13,484-19%$3.4M$2.2M-$1.2M2026-10-14
Apollon Wealth Management, LLC
DECREASED57,68572,316-14,631-20%$3.5M$2.2M-$1.3M2026-10-23
Optimist Retirement Group LLC
INCREASED57,09152,040+5,051+10%$2.5M$2.2M-$330.5K2026-10-30
Henry James International Management Inc.
UNCHANGED56,78156,78100%$2.7M$2.2M-$569.5K2026-10-14
D.A. Davidson & Co.
DECREASED56,68556,812-1270%$2.7M$2.1M-$574.7K2026-10-28
Cardinal Capital Management
INCREASED56,18750,261+5,926+12%$2.4M$2.1M-$279.5K2026-10-21
Wendell David Associates Inc
DECREASED56,13559,058-2,923-5%$2.8M$2.1K-$2.8M2026-10-27
Atwater Malick LLC
DECREASED55,99657,670-1,674-3%$2.8M$2.1M-$641.9K2026-10-15
Rudd Co d/b/a Styre Wealth
NEW55,848—+55,848——$2.1M—2026-10-29
Parallel Advisors, LLC
DECREASED55,26156,877-1,616-3%$2.7M$2.1M-$631.8K2026-11-03
Factory Mutual Insurance Co
UNCHANGED55,02355,02300%$2.6M$2.1M-$551.9K2026-10-30
Beutel, Goodman & Co Ltd.
DECREASED54,31355,413-1,100-2%$2.7M$2.1K-$2.7M2026-11-04
Torrey Growth & Income Advisors
DECREASED54,00655,006-1,000-2%$2.6M$2.1M-$585.7K2026-11-04
Reynders McVeigh Capital Management, LLC
NEW52,581—+52,581——$2.0M—2026-10-30
RKL Wealth Management LLC
INCREASED51,45651,012+444+1%$2.4M$2.0M-$494.8K2026-10-16
Eukles Asset Management
DECREASED50,19450,243-490%$2.4M$1.9M-$505.8K2026-11-04
Park Avenue Securities LLC
INCREASED49,91346,721+3,192+7%$2.2M$1.9K-$2.2M2026-10-26
Prime Capital Investment Advisors, LLC
DECREASED49,89256,457-6,565-12%$2.7M$1.9M-$815.1K2026-10-20
CWA Asset Management Group, LLC
DECREASED49,13649,879-743-1%$2.4M$1.9M-$528.5K2026-10-19
Carolina Wealth Advisors, LLC
DECREASED49,13152,148-3,017-6%$2.5M$1.9M-$637.4K2026-10-23
Allspring Global Investments Holdings, LLC
INCREASED48,99645,558+3,438+8%$2.2M$1.8M-$389.4K2026-11-04
Sterling Capital Management LLC
DECREASED48,63949,472-833-2%$2.4M$1.8M-$527.8K2026-10-22
Ipswich Investment Management Co., Inc.
DECREASED47,18150,411-3,230-6%$2.4M$1.8M-$628.1K2026-10-13
Meridian Investment Counsel Inc.
DECREASED45,44163,091-17,650-28%$3.0M$1.7M-$1.3M2026-10-14
Aviance Capital Partners, LLC
DECREASED45,40649,981-4,575-9%$2.4M$1.7M-$674.7K2026-10-29
Gibbs Wealth Management
INCREASED45,19036,107+9,083+25%$1.7M$1.7M-$17.8K2026-10-22
KMG Fiduciary Partners, LLC
DECREASED44,88551,957-7,072-14%$2.5M$1.7M-$789.2K2026-10-14
ICW Investment Advisors LLC
DECREASED44,45445,035-581-1%$2.2M$1.7M-$473.7K2026-10-27
Sawyer & Company, Inc
DECREASED44,28745,062-775-2%$2.2M$1.7M-$481.4K2026-10-21
Pinnacle Associates LTD
DECREASED44,01344,192-1790%$2.1M$1.7M-$450.0K2026-10-20
IFP Advisors, Inc
INCREASED42,82230,253+12,569+42%$1.5M$1.6M+$173.1K2026-10-16
Mattern Capital Management, LLC
INCREASED42,37341,849+524+1%$2.0M$1.6M-$399.9K2026-11-02
Ted Buchan & Co
DECREASED42,13861,298-19,160-31%$2.9M$1.6M-$1.3M2026-10-23
Sentinel Trust Co LBA
UNCHANGED41,67241,67200%$2.0K$1.6K-$4182026-11-03
Burkett Asset Management Ltd
INCREASED41,64641,131+515+1%$2.0M$1.6M-$393.0K2026-10-13
Guardian Partners Inc.
DECREASED41,42849,214-7,786-16%$2.4M$1.6M-$788.8K2026-10-21
Norden Group LLC
DECREASED38,69738,789-920%$1.9M$1.5M-$392.5K2026-10-20
Summit Wealth Group LLC / Co
NEW37,996—+37,996——$1.4M—2026-10-29
Regions Financial Corp
INCREASED37,30828,929+8,379+29%$1.4M$1.4M+$27.5K2026-11-05
Norman Fields, Gottscho Capital Management, LLC
DECREASED37,12542,255-5,130-12%$2.0M$1.4M-$618.3K2026-10-05
Nicollet Investment Management, Inc.
DECREASED36,72138,896-2,175-6%$1.9M$1.4K-$1.9M2026-10-14
Clear Creek Financial Management, LLC
INCREASED36,63128,506+8,125+29%$1.4M$1.4M+$22.1K2026-10-28
Sepio Capital, LP
DECREASED35,70936,095-386-1%$1.7M$1.4M-$376.7K2026-10-22
Dillon & Associates Inc
DECREASED34,81057,796-22,986-40%$2.8M$1.3K-$2.8M2026-10-22
Crossmark Global Holdings, Inc.
DECREASED34,39747,002-12,605-27%$2.3M$1.3M-$949.3K2026-10-21
Directional Asset Management
NEW34,130—+34,130——$1.3M—2026-10-22
Aaron Wealth Advisors LLC
DECREASED33,91238,829-4,917-13%$1.9M$1.3M-$575.9K2026-10-13
Augustine Asset Management Inc
DECREASED33,79834,042-244-1%$1.6M$1.3M-$350.7K2026-10-13
GC Wealth Management RIA, LLC
DECREASED33,78839,641-5,853-15%$1.9M$1.3M-$619.5K2026-11-02
Benedict Financial Advisors Inc
DECREASED33,55133,754-203-1%$1.6M$1.3M-$346.3K2026-10-07
Private Wealth Partners, LLC
INCREASED32,98530,735+2,250+7%$1.5M$1.3M-$223.0K2026-10-22
Banque Pictet & CIE SA
DECREASED32,61984,670-52,051-61%$4.1M$1.2M-$2.8M2026-10-16
Frank, Rimerman Advisors LLC
INCREASED32,08823,258+8,830+38%$1.1M$1.2M+$101.5K2026-10-16
Stablepoint Partners, LLC
INCREASED31,93125,914+6,017+23%$1.2M$1.2M-$31.8K2026-11-03
Promethium Advisors,llc
INCREASED31,83026,655+5,175+19%$1.3M$1.2M-$71.2K2026-10-19
Greenleaf Trust
DECREASED31,76134,200-2,439-7%$1.6M$1.2M-$435.5K2026-10-29
Hedges Asset Management LLC
INCREASED31,40030,400+1,000+3%$1.5M$1.2M-$267.0K2026-10-29
Manske Wealth Management
INCREASED31,31824,546+6,772+28%$1.2M$1.2M+$10.5K2026-10-26
Harrington Investments, Inc
DECREASED30,21530,629-414-1%$1.5M$1.1M-$322.9K2026-10-14
Lockheed Martin Investment Management Co
DECREASED29,52030,900-1,380-4%$1.5M$1.1M-$362.2K2026-11-04
Grace & White Inc
UNCHANGED29,00029,00000%$1.4M$1.1M-$290.9K2026-10-23
Heartwood Wealth Advisors LLC
DECREASED28,57629,055-479-2%$1.4M$1.1M-$309.6K2026-10-05
Channing Global Advisors, LLC
DECREASED27,79242,883-15,091-35%$2.1M$1.1M-$1.0M2026-11-03
Woodmont Investment Counsel LLC
UNCHANGED27,43827,43800%$1.3M$1.0M-$275.2K2026-10-29
SBI Securities Co., Ltd.
DECREASED27,23227,582-350-1%$1.3M$1.0M-$289.9K2026-10-22
Harbour Trust & Investment Management Co
DECREASED26,83727,637-800-3%$1.3M$1.0M-$307.5K2026-10-28
Lido Advisors, LLC
INCREASED26,55724,742+1,815+7%$1.2M$1.0M-$179.4K2026-11-04
Kestra Private Wealth Services, LLC
DECREASED26,49230,144-3,652-12%$1.4M$1.0M-$440.8K2026-10-30
Trust Co of Vermont
DECREASED25,58126,069-488-2%$1.2M$969.8K-$280.0K2026-10-21
Valeo Financial Advisors, LLC
DECREASED25,49126,618-1,127-4%$1.3M$966.4K-$309.7K2026-10-08
Perigon Wealth Management, LLC
DECREASED25,48125,891-410-2%$1.2M$966.0K-$275.2K2026-10-22
Bennett Selby Investments LP
DECREASED25,38234,997-9,615-27%$1.7M$962.2K-$715.5K2026-10-19
Kornitzer Capital Management Inc
INCREASED25,32423,359+1,965+8%$1.1M$960.0K-$159.8K2026-11-03
Burney Co/
DECREASED25,24225,368-1260%$1.2M$956.9K-$259.2K2026-10-15
Avior Wealth Management, LLC
DECREASED25,08625,680-594-2%$1.2M$951.0K-$280.1K2026-10-13
Ridgewood Investments LLC
INCREASED24,97021,368+3,602+17%$1.0M$946.6K-$77.8K2026-10-05
First Growth Capital LLC
DECREASED24,87125,435-564-2%$1.2M$942.9K-$276.5K2026-10-15
Bangor Savings Bank
DECREASED24,84224,846-40%$1.2M$941.8K-$249.4K2026-10-06
Clean Yield Group
DECREASED24,31825,388-1,070-4%$1.2M$921.9K-$295.2K2026-10-28
Oakmont Investment Advisors, Inc.
UNCHANGED24,24324,24300%$1.2M$919.0K-$243.2K2026-10-21
Avidian Wealth Enterprises, LLC
DECREASED24,15931,634-7,475-24%$1.5M$915.9K-$600.7K2026-10-08
Venture Visionary Partners LLC
DECREASED24,14724,695-548-2%$1.2M$915.4K-$268.4K2026-10-07
Independent Financial Group, LLC
INCREASED24,14415,901+8,243+52%$762.3K$915.3K+$153.0K2026-10-13
Lanark Financial, Inc.
INCREASED23,85313,263+10,590+80%$635.8K$904.2K+$268.4K2026-10-26
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED23,65036,192-12,542-35%$1.7M$896.6K-$838.5K2026-10-23
Michael J. Porro & Co. Financial Advisors, Inc.
INCREASED23,14319,765+3,378+17%$947.5K$877.4K-$70.2K2026-10-16
Rossmore Private Capital
UNCHANGED23,00023,00000%$1.1M$871.9K-$230.7K2026-10-27
Mccarter Private Wealth Services LLC
DECREASED22,98726,067-3,080-12%$1.2M$871.4K-$378.2K2026-10-22
Mission Wealth Management, LP
DECREASED22,69323,285-592-3%$1.1M$860.3K-$256.0K2026-10-15
SAX Wealth Advisors, LLC
INCREASED22,63121,893+738+3%$804.6K$857.9K+$53.4K2026-10-13
HB Wealth Management, LLC
DECREASED22,45124,273-1,822-8%$1.2M$851.1K-$312.5K2026-10-23
Swmg, LLC
UNCHANGED22,12222,12200%$1.1M$872.3K-$213.3K2026-10-23
Argonautica Private Wealth Management, Inc
INCREASED22,02121,601+420+2%$1.0M$834.8K-$200.7K2026-11-02
Dynamic Advisor Solutions LLC
INCREASED21,94413,464+8,480+63%$645.4K$831.9K+$186.4K2026-10-13
Profund Advisors LLC
INCREASED21,87419,522+2,352+12%$935.9K$829.2K-$106.6K2026-10-29
Claro Advisors Inc.
INCREASED21,86821,612+256+1%$1.0M$829.0K-$207.1K2026-11-02
Signet Investment Advisory Group, Inc.
UNCHANGED21,60021,60000%$1.0M$818.9K-$216.6K2026-10-30
NBT Bank, N.A.
UNCHANGED21,40021,40000%$1.0M$811.3K-$214.6K2026-10-21
Welch & Forbes LLC
UNCHANGED21,13721,13700%$1.0M$801.3K-$212.0K2026-11-04
180 Wealth Advisors, LLC
INCREASED20,99720,826+171+1%$998.4K$796.0K-$202.4K2026-11-03
Chilton Capital Management LLC
DECREASED20,78420,947-163-1%$1.0M$787.9K-$216.3K2026-10-28
Sava Infond d.o.o.
UNCHANGED20,72520,72500%$993.6K$785.7K-$207.9K2026-10-28
HUB Investment Partners, LLC
INCREASED20,06914,756+5,313+36%$707.4K$760.8K+$53.4K2026-11-03
Carret Asset Management, LLC
NEW19,925—+19,925——$755.4K—2026-11-04
Focus Financial Network, Inc.
INCREASED19,87817,017+2,861+17%$815.8K$753.6K-$62.2K2026-10-14
Wealth Quarterback LLC
INCREASED19,79718,626+1,171+6%$892.9K$750.5K-$142.4K2026-10-20
Mitchell & Pahl Private Wealth, LLC
INCREASED19,41017,814+1,596+9%$854.0K$735.8K-$118.2K2026-10-14
Hunter Associates Investment Management LLC
DECREASED19,38319,899-516-3%$951.0K$731-$950.3K2026-10-26
Merrion Investment Management Co, LLC
DECREASED19,33019,565-235-1%$938.0K$732.8K-$205.2K2026-10-16
Samalin Investment Counsel, LLC
INCREASED18,95317,321+1,632+9%$830.4K$718.5K-$111.8K2026-10-23
Chiron Capital Management, LLC
INCREASED18,93112,931+6,000+46%$619.9K$717.7K+$97.8K2026-10-15
Northstar Asset Management Co
UNCHANGED18,85318,85300%$919.5K$736.4K-$183.1K2026-10-22
MSH Capital Advisors LLC
DECREASED18,24725,293-7,046-28%$1.2M$691.6K-$521.0K2026-11-03
Wespac Advisors, LLC
NEW18,088—+18,088——$685.7K—2026-10-26
Penobscot Investment Management Company, Inc.
DECREASED17,89019,240-1,350-7%$922.4K$678.2K-$244.2K2026-10-26
Investors Research Corp
DECREASED17,82518,225-400-2%$873.7K$675.7K-$198.0K2026-10-07
Outfitters Financial LLC
DECREASED17,77018,120-350-2%$868.7K$673.7K-$195.0K2026-10-23
Romano Brothers and Company
DECREASED17,60917,746-137-1%$850.7K$667.6K-$183.2K2026-10-22
Confluence Investment Management LLC
INCREASED17,59917,385+214+1%$833.4K$667.2K-$166.3K2026-10-01
GFS Advisors, LLC
INCREASED17,4405,840+11,600+199%$468.6K$661.0K+$192.4K2026-11-03
Pinnacle Wealth Planning Services, Inc.
DECREASED17,36118,951-1,590-8%$908.5K$658.1K-$250.4K2026-10-27
Ascent Group, LLC
INCREASED17,3438,855+8,488+96%$424.5K$657.5K+$233.0K2026-10-30
Matauro, LLC
INCREASED17,26813,144+4,124+31%$630.1K$654.6K+$24.5K2026-11-03
Monarch Capital Management Inc
INCREASED17,20016,150+1,050+7%$774.2K$652.1K-$122.2K2026-10-19
Alliance Wealth Advisors, LLC
DECREASED17,03419,167-2,133-11%$918.8K$645.8K-$273.1K2026-10-28
Abel Hall, LLC
DECREASED16,86619,198-2,332-12%$920.4K$639.4K-$281.0K2026-10-19
Jamison Private Wealth Management, Inc.
DECREASED16,80316,966-163-1%$813.4K$637.0K-$176.3K2026-10-14
Angeles Wealth Management, LLC
DECREASED16,76516,884-119-1%$809.4K$635.6K-$173.9K2026-10-26
Abacus Wealth Partners, LLC
INCREASED16,46815,818+650+4%$758.3K$624.3K-$134.0K2026-11-03
Baker Tilly Wealth Management, LLC
INCREASED16,31414,158+2,156+15%$678.7K$618.4K-$60.3K2026-10-05
Cacti Asset Management LLC
UNCHANGED16,00016,00000%$767.0K$613.0K-$154.1K2026-10-01
Harrell Investment Partners, LLC
DECREASED15,90016,042-142-1%$769.0K$602.8K-$166.2K2026-10-15
Human Investing LLC
DECREASED15,89515,921-260%$763.3K$602.6K-$160.7K2026-10-19
Avaii Wealth Management, LLC
INCREASED15,75113,047+2,704+21%$625.5K$587.8K-$37.6K2026-10-09
Summit Financial Wealth Advisors, LLC
INCREASED15,60315,600+3+0%$747.9K$591.5K-$156.4K2026-10-15
Lakeside Advisors, Inc.
DECREASED15,35015,950-600-4%$764.6K$581.9K-$182.7K2026-10-20
Brown Miller Wealth Management, LLC
INCREASED15,31714,950+367+2%$716.7K$580.7K-$136.0K2026-11-02
Grey Ledge Advisors, LLC
DECREASED15,30621,878-6,572-30%$1.0M$580.2K-$468.6K2026-11-02
Balboa Wealth Partners
DECREASED15,02415,451-427-3%$740.7K$569.6K-$171.2K2026-10-20
Bull Street Advisors, LLC
UNCHANGED14,77014,77000%$708.0K$560-$707.4K2026-10-20
Mirabaud & Cie SA
UNCHANGED14,60014,60000%$699.9K$553.5K-$146.4K2026-10-27
Great Diamond Partners, LLC
INCREASED14,56913,715+854+6%$657.5K$552.3K-$105.2K2026-10-13
Retirement Planning Co of New England, Inc.
INCREASED14,55914,140+419+3%$677.9K$551.9K-$125.9K2026-10-15
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED14,53314,53300%$696.7K$696.7K$02026-10-15
Diversify Wealth Management, LLC
DECREASED14,39015,548-1,158-7%$772.3K$564.4K-$207.9K2026-10-20
Diversify Advisory Services, LLC
DECREASED14,39015,548-1,158-7%$772.3K$564.4K-$207.9K2026-10-20
Highland Capital Management, LLC
DECREASED14,31814,618-300-2%$700.8K$542.8K-$158.0K2026-10-26
DE Burlo Group Inc
DECREASED14,30015,250-950-6%$731.1K$542.1K-$189.0K2026-11-05
Sowell Financial Services LLC
INCREASED14,27010,295+3,975+39%$493.5K$541.0K+$47.4K2026-10-23
Sagespring Wealth Partners, LLC
DECREASED14,16115,840-1,679-11%$759.4K$536.8K-$222.5K2026-10-22
May Hill Capital, LLC
DECREASED14,13314,529-396-3%$696.5K$535.8K-$160.7K2026-11-03
Resonant Capital Advisors, LLC
DECREASED14,04514,061-160%$674.1K$532.4K-$141.6K2026-10-15
Ashton Thomas Securities, LLC
INCREASED14,00011,734+2,266+19%$562.5K$530.7K-$31.8K2026-10-26
1834 Investment Advisors Co
DECREASED13,95217,129-3,177-19%$821.2K$528.9K-$292.2K2026-10-16
First Citizens Bank & Trust Co
DECREASED13,80214,029-227-2%$672.6K$523.2K-$149.3K2026-10-14
Elevatus Welath Management
INCREASED13,6679,463+4,204+44%$453.7K$518.1K+$64.5K2026-10-19
Navigation Group, LLC
INCREASED13,5289,054+4,474+49%$434.1K$512.8K+$78.8K2026-10-28
OpenArc Corporate Advisory, LLC
INCREASED13,45110,991+2,460+22%$526.9K$509.9K-$17.0K2026-10-21
Bond & Devick Financial Network, Inc.
DECREASED13,37815,422-2,044-13%$739.3K$507.2K-$232.2K2026-10-23
Marotta Asset Management
DECREASED13,30013,532-232-2%$660.0K$504.2K-$155.8K2026-10-02
Equitable Trust Co
DECREASED13,28613,295-90%$637.4K$503.7K-$133.7K2026-10-13
Alkeme Wealth, LLC
DECREASED13,27815,218-1,940-13%$729.6K$503.4K-$226.2K2026-10-08
Doliver Advisors, LP
DECREASED13,23616,741-3,505-21%$802.6K$501.8K-$300.8K2026-10-01
Brookstone Capital Management
DECREASED12,84512,855-100%$616.3K$486.9K-$129.3K2026-10-22
Kingswood Wealth Advisors, LLC
INCREASED12,79010,646+2,144+20%$510.4K$484.9K-$25.5K2026-10-23
Journey Retirement Planning & Investment Management LLC
DECREASED12,74014,424-1,684-12%$691.5K$483.0K-$208.5K2026-10-09
Foster Victor Wealth Advisors, LLC
INCREASED12,70511,842+863+7%$581.1K$488.1K-$92.9K2026-10-21
Principle Wealth Partners LLC
INCREASED12,66310,497+2,166+21%$503.2K$480.1K-$23.1K2026-11-02
Sapient Capital LLC
UNCHANGED12,65112,65100%$606.5K$479.6K-$126.9K2026-10-08
Verus Capital Partners, LLC
INCREASED12,6407,829+4,811+61%$375.3K$479.2K+$103.8K2026-11-03
Versant Capital Management, Inc
INCREASED12,4319,969+2,462+25%$477.9K$471.3K-$6.7K2026-10-02
Kathmere Capital Management, LLC
INCREASED12,40411,681+723+6%$560.0K$470.2K-$89.7K2026-10-20
AMG National Trust Bank
INCREASED12,35410,710+1,644+15%$513.4K$468.3K-$45.1K2026-11-05
Compagnie Lombard Odier SCmA
DECREASED12,26020,029-7,769-39%$960.2K$464.8K-$495.4K2026-11-04
Flavin Financial Services, Inc.
INCREASED12,23511,760+475+4%$563.8K$463.8K-$100.0K2026-10-21
Bfsg, LLC
DECREASED12,20512,243-380%$586.9K$462.7K-$124.3K2026-10-30
Quintet Private Bank (Europe) S.A.
UNCHANGED12,16512,16500%$583.2K$461.2K-$122.0K2026-10-08
Boston Trust Walden Corp
UNCHANGED12,09112,09100%$579.6K$458.4K-$121.3K2026-10-30
Fermata Advisors, LLC
INCREASED11,86211,833+29+0%$567.3K$449.7K-$117.6K2026-10-13
Moody National Bank Trust Division
INCREASED11,85411,352+502+4%$544.2K$449.4K-$94.8K2026-10-06
Trek Financial, LLC
INCREASED11,78210,744+1,038+10%$515.1K$446.7K-$68.4K2026-10-29
NTV Asset Management LLC
UNCHANGED11,50611,50600%$551.6K$436.2K-$115.4K2026-10-23
PDS Planning, Inc
DECREASED11,40114,461-3,060-21%$693.3K$432.2K-$261.0K2026-11-03
Hikari Power Ltd
DECREASED11,30056,800-45,500-80%$2.7M$428-$2.7M2026-10-30
Financial Perspectives, Inc
UNCHANGED11,25611,25600%$539.6K$426.7K-$112.9K2026-11-03
Financial Solutions Advisory Group, Inc.
DECREASED11,25512,526-1,271-10%$612.3K$437.0K-$175.2K2026-10-28
Wilmington Savings Fund Society, FSB
DECREASED11,20911,489-280-2%$550.8K$424.9K-$125.9K2026-10-23
StoneX Group Inc.
NEW11,130—+11,130——$436.3K—2026-11-03
Tortuga Wealth Management, Inc
INCREASED11,04210,250+792+8%$491.3K$418.9K-$72.5K2026-10-27
Diversified Management Inc
INCREASED10,95010,000+950+10%$479.4K$415.1K-$64.3K2026-10-08
Sage Rhino Capital LLC
DECREASED10,86511,148-283-3%$534.4K$411.9K-$122.5K2026-10-28
Cohen Capital Management, Inc.
DECREASED10,85211,312-460-4%$542.3K$411.4K-$130.9K2026-10-14
Mystic Asset Management, Inc.
DECREASED10,70511,400-695-6%$546.5K$405.8K-$140.7K2026-10-15
Verdence Capital Advisors LLC
INCREASED10,6549,675+979+10%$463.8K$403.9K-$60.0K2026-10-26
Platform Technology Partners
DECREASED10,43010,941-511-5%$524.5K$395.4K-$129.1K2026-11-02
Capital Investment Advisory Services, LLC
DECREASED10,39112,314-1,923-16%$590.3K$393.9K-$196.4K2026-10-30
Diversified Enterprises, LLC
INCREASED10,2789,295+983+11%$445.6K$389.6K-$56.0K2026-10-19
SmartHarvest Portfolios, LLC
NEW10,239—+10,239——$388.1K—2026-10-26
DecisionMap Wealth Management, LLC
DECREASED10,23611,151-915-8%$534.6K$388.1K-$146.5K2026-10-29
AlphaCore Capital LLC
INCREASED10,1875,981+4,206+70%$286.7K$386.2K+$99.5K2026-11-04
Columbia Asset Management
NEW10,185—+10,185——$386.1K—2026-10-19
Cohen Investment Advisors LLC
INCREASED10,1549,567+587+6%$458.6K$384.9K-$73.7K2026-10-20
Cullen Investment Group, Ltd.
INCREASED10,08510,000+85+1%$479.4K$389.1K-$90.3K2026-10-13
A. D. Beadell Investment Counsel, Inc.
DECREASED10,02533,438-23,413-70%$1.6K$380-$1.2K2026-10-14
Hudock, Inc.
DECREASED10,00310,214-211-2%$489.7K$379.2K-$110.4K2026-10-14
Jeppson Wealth Management, LLC
INCREASED9,9868,634+1,352+16%$413.9K$378.6K-$35.3K2026-10-20
BAR Harbor Wealth Management
DECREASED9,93511,938-2,003-17%$572.3K$376.6K-$195.7K2026-10-21
MGO One Seven LLC
DECREASED9,8769,890-140%$474.1K$374.4K-$99.7K2026-10-28
Burford Brothers, Inc.
UNCHANGED9,7949,79400%$469.5K$371.3K-$98.2K2026-10-21
Gamma Investing LLC
DECREASED9,78912,971-3,182-25%$621.8K$371.1K-$250.7K2026-10-08
Verity Asset Management, Inc.
DECREASED9,76611,240-1,474-13%$538.8K$370.2K-$168.6K2026-10-30
Essex Bank
UNCHANGED9,7589,75800%$467.7K$369.8K-$97.9K2026-10-16
Dickmeyer Boyce Financial Management, Inc.
DECREASED9,66411,471-1,807-16%$549.9K$366.3K-$183.6K2026-10-08
Anchyra Partners LLC
INCREASED9,6577,699+1,958+25%$369.1K$366.1K-$3.0K2026-10-13
Harbor Investment Advisory, LLC
INCREASED9,6288,678+950+11%$416.0K$365.0K-$51.0K2026-10-13
Tempus Wealth Planning, LLC
INCREASED9,6257,909+1,716+22%$379.2K$364.9K-$14.3K2026-10-14
Wynn Capital, LLC
INCREASED9,5508,605+945+11%$412.5K$362.0K-$50.5K2026-10-13
Central Bank & Trust Co
DECREASED9,54914,753-5,204-35%$707.3K$362.0K-$345.3K2026-10-09
Pavaki Capital Management LLC
INCREASED9,5004,500+5,000+111%$215.7K$360.1K+$144.4K2026-10-26
Balentine LLC
DECREASED9,05110,811-1,760-16%$518.3K$343.1K-$175.2K2026-11-03
Forza Wealth Management, LLC
INCREASED9,0077,966+1,041+13%$381.9K$341.5K-$40.4K2026-10-20
Cairn Investment Group, Inc.
DECREASED8,8789,333-455-5%$447.0K$337-$446.7K2026-11-04
Cullinan Associates Inc
INCREASED8,8498,675+174+2%$415.9K$335.5K-$80.4K2026-11-03
Yousif Capital Management, LLC
INCREASED8,7458,201+544+7%$393.2K$331.5K-$61.6K2026-10-22
United Advisor Group, LLC
INCREASED8,7417,885+856+11%$378.0K$331.4K-$46.6K2026-11-03
Cove Private Wealth, LLC
UNCHANGED8,6568,65600%$415.0K$328.1K-$86.8K2026-10-28
Dudley Capital Management, LLC
UNCHANGED8,6258,62500%$413.5K$327.0K-$86.5K2026-10-23
Stokes Capital Advisors, LLC
UNCHANGED8,6008,60000%$412.3K$326.0K-$86.3K2026-10-09
Global Strategic Investment Solutions, LLC
DECREASED8,5368,569-330%$410.8K$323.6K-$87.2K2026-10-16
LVW Advisors, LLC
INCREASED8,5138,382+131+2%$401.8K$322.7K-$79.1K2026-10-19
International Assets Investment Management, LLC
INCREASED8,5098,302+207+2%$404.9K$318.2K-$86.7K2026-11-02
Grandfield & Dodd, LLC
UNCHANGED8,5078,50700%$407.8K$322.5K-$85.3K2026-10-29
Procyon Advisors, LLC
DECREASED8,50511,861-3,356-28%$568.6K$322.4K-$246.2K2026-10-21
V-Square Quantitative Management LLC
DECREASED8,1998,334-135-2%$399.5K$310.8K-$88.7K2026-10-15
Stiles Financial Services Inc
DECREASED8,1539,530-1,377-14%$456.9K$309.1K-$147.8K2026-10-30
B. Riley Wealth Advisors, Inc.
INCREASED8,1234,224+3,899+92%$204.2K$308.0K+$103.8K2026-10-13
Keudell ison Wealth Management
DECREASED8,1008,395-295-4%$402.5K$307.1K-$95.4K2026-10-16
Capital Asset Advisory Services LLC
DECREASED8,03210,438-2,406-23%$500.4K$314.5K-$185.9K2026-10-30
Basso Capital Management, L.P.
UNCHANGED8,0008,00000%$383.5K$303.3K-$80.2K2026-10-30
DMC Group, LLC
INCREASED7,9867,155+831+12%$343.0K$302.7K-$40.3K2026-10-26
VestGen Advisors, LLC
DECREASED7,96911,565-3,596-31%$554.4K$302.1K-$252.3K2026-10-27
Provenance Wealth Advisors, LLC
INCREASED7,968841+7,127+847%$40.3K$302.1K+$261.7K2026-10-30
Global Trust Asset Management, LLC
DECREASED7,9608,167-207-3%$391.5K$301.8K-$89.8K2026-10-19
Lauterbach Financial Advisors, LLC
UNCHANGED7,8777,87700%$377.6K$298.6K-$79.0K2026-10-21
TD Private Client Wealth LLC
DECREASED7,8468,359-513-6%$400.7K$297.4K-$103.3K2026-10-28
Harel Insurance Investments & Financial Services Ltd.
DECREASED7,8329,962-2,130-21%$478.0K$297-$477.7K2026-11-02
Hazlett, Burt & Watson, Inc.
DECREASED7,8167,889-73-1%$304.1K$297-$303.8K2026-11-04
Southland Equity Partners LLC
INCREASED7,8137,811+2+0%$374.4K$296.2K-$78.2K2026-10-14
Wedmont Private Capital
DECREASED7,7188,080-362-4%$399.8K$294.7K-$105.1K2026-10-09
Meridian Wealth Management, LLC
DECREASED7,6909,208-1,518-16%$441.4K$291.5K-$149.9K2026-11-05
Koshinski Asset Management, Inc.
DECREASED7,5909,006-1,416-16%$431.7K$287.7K-$144.0K2026-10-29
Nolet Wealth Management, LLC
INCREASED7,5876,996+591+8%$335.4K$287.6K-$47.8K2026-10-15
Signature Estate & Investment Advisors LLC
DECREASED7,5748,810-1,236-14%$425.1K$287.1K-$138.0K2026-10-13
Philadelphia Trust Co
UNCHANGED7,5507,55000%$362.0K$286-$361.7K2026-11-05
GLR Partners, LLC
UNCHANGED7,5337,53300%$361.1K$285.6K-$75.6K2026-11-04
Xponance LLC
INCREASED7,5026,335+1,167+18%$303.7K$284.4K-$19.3K2026-11-03
1900 Wealth Management LLC
UNCHANGED7,4657,46500%$357.9K$283.0K-$74.9K2026-10-13
Bailard, Inc.
INCREASED7,4617,398+63+1%$354.7K$282.8K-$71.8K2026-10-13
GW Henssler & Associates LTD
UNCHANGED7,4507,45000%$357.2K$282.4K-$74.7K2026-10-26
LifeSteps Financial, Inc.
DECREASED7,4257,446-210%$357.0K$281.5K-$75.5K2026-10-15
BridgePort Financial Solutions, LLC
DECREASED7,3997,652-253-3%$366.8K$280.5K-$86.4K2026-11-02
Atlas Brown,Inc.
NEW7,357—+7,357——$278.9K—2026-10-09
Ascentis Wealth Management, LLC
INCREASED7,2187,005+213+3%$335.8K$273.6K-$62.2K2026-11-03
Cromwell Holdings LLC
INCREASED7,1696,546+623+10%$313.8K$271.8K-$42.0K2026-10-28
Souders Financial Advisors
DECREASED7,1497,339-190-3%$351.8K$271.0K-$80.8K2026-11-03
Parr Mcknight Wealth Management Group, LLC
UNCHANGED7,1207,12000%$341.3K$269.9K-$71.4K2026-10-30
Gallagher Capital Advisors, LLC
INCREASED7,0856,224+861+14%$298.4K$268.6K-$29.8K2026-10-09
Crestwood Advisors Group, LLC
DECREASED7,0737,540-467-6%$361.4K$268.1K-$93.3K2026-10-27
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED7,0396,657+382+6%$319.1K$266.9K-$52.3K2026-10-27
Sovran Advisors, LLC
DECREASED7,02310,550-3,527-33%$537.6K$274.9K-$262.7K2026-11-02
Keystone Financial Planning, Inc.
UNCHANGED7,0147,01400%$336.3K$265.9K-$70.4K2026-10-08
Bath Savings Trust Co
DECREASED7,0028,257-1,255-15%$395.8K$265.4K-$130.4K2026-10-07
Ping Capital Management, Inc.
INCREASED7,0005,000+2,000+40%$239.7K$265.4K+$25.7K2026-10-13
Grove Bank & Trust
DECREASED6,94810,207-3,259-32%$489.3K$263.4K-$225.9K2026-10-08
M Holdings Securities, Inc.
NEW6,805—+6,805——$275—2026-11-03
Armstrong, Fleming & Moore, Inc
INCREASED6,7745,173+1,601+31%$248.0K$256.8K+$8.8K2026-10-28
Brighton Jones LLC
DECREASED6,7227,245-523-7%$347.3K$254.8K-$92.5K2026-11-03
Net Worth Advisory Group
INCREASED6,7056,216+489+8%$298.0K$250.8K-$47.2K2026-10-20
Union Bancaire Privee, UBP SA
DECREASED6,6908,010-1,320-16%$344.3K$230.3K-$114.0K2026-11-04
Armstrong Henry H Associates Inc
UNCHANGED6,6646,66400%$319.5K$252.6K-$66.8K2026-10-07
Laurel OAK Wealth Management, LLC
DECREASED6,6156,843-228-3%$328.0K$250.8K-$77.3K2026-10-19
Aprio Wealth Management, LLC
DECREASED6,5887,796-1,208-15%$373.7K$249.8K-$124.0K2026-10-28
JIM Saulnier & Associates, LLC
UNCHANGED6,5446,54400%$313.7K$248.1K-$65.6K2026-11-04
Sierra Ocean, LLC
DECREASED6,5027,212-710-10%$345.7K$246.5K-$99.3K2026-11-03
First Financial Corp
UNCHANGED6,4706,47000%$310.2K$245.3K-$64.9K2026-10-13
Smith Chas P & Associates PA Cpas
DECREASED6,452950,151-943,699-99%$45.6M$250.5K-$45.3M2026-10-22
Stackstone Wealth, LLC
NEW6,449—+6,449——$244.5K—2026-10-19
Princeton Capital Management LLC
DECREASED6,4299,994-3,565-36%$479.1K$243.7K-$235.4K2026-10-27
Central Pacific Bank - Trust Division
DECREASED6,3006,306-60%$302.3K$238.8K-$63.5K2026-10-06
Waldron Private Wealth LLC
INCREASED6,2876,191+96+2%$296.8K$238.3K-$58.5K2026-11-02
Unified Investment Management
DECREASED6,2857,071-786-11%$339.0K$238.3K-$100.7K2026-10-14
Simplicity Wealth,LLC
DECREASED6,2596,898-639-9%$330.7K$237.3K-$93.4K2026-10-23
Sigma Planning Corp
DECREASED6,2537,290-1,037-14%$349.5K$271.4K-$78.1K2026-10-23
Spire Wealth Management
INCREASED6,2434,999+1,244+25%$239.7K$236.7K-$3.0K2026-10-30
Eagle Global Advisors LLC
UNCHANGED6,2056,20500%$297.5K$235.2K-$62.2K2026-11-02
GK Wealth Management LLC
DECREASED6,1646,182-180%$296.4K$233.7K-$62.7K2026-10-09
Rosenberg Matthew Hamilton
INCREASED6,1485,989+159+3%$287.1K$233.1K-$54.0K2026-10-05
Flagship Harbor Advisors, LLC
DECREASED6,1476,774-627-9%$324.7K$233.0K-$91.7K2026-10-26
Fifth Third Wealth Advisors LLC
INCREASED6,0684,948+1,120+23%$237.2K$230.0K-$7.2K2026-10-22
Hardin Capital Partners, LLC
DECREASED6,0006,520-520-8%$314.0K$227.5K-$86.5K2026-10-09
Martel Wealth Advisors LLC
UNCHANGED6,0006,00000%$287.6K$227.5K-$60.2K2026-10-14
AXS Investments LLC
UNCHANGED6,0006,00000%$287.6K$227.5K-$60.2K2026-11-04
Eagle Rock Investment Company, LLC
NEW5,946—+5,946——$225.4K—2026-10-21
Canopy Partners, LLC
DECREASED5,9436,010-67-1%$288.1K$225.3K-$62.8K2026-10-28
Aspiriant, LLC
INCREASED5,8615,441+420+8%$260.8K$222.2K-$38.7K2026-10-16
Leonteq Securities AG
DECREASED5,82928,796-22,967-80%$1.4M$221.0K-$1.2M2026-10-29
NWF Advisory Services Inc.
DECREASED5,8276,476-649-10%$310.5K$220.9K-$89.6K2026-10-19
Gallacher Capital Management LLC
DECREASED5,81311,461-5,648-49%$549.5K$220.4K-$329.1K2026-10-30
Traveka Wealth, LLC
INCREASED5,8035,265+538+10%$252.4K$220.0K-$32.4K2026-10-19
Investors Asset Management of Georgia Inc
INCREASED5,7005,685+15+0%$272.5K$216.1K-$56.5K2026-10-20
NLB Skladi, upravljanje premozenja, d.o.o.
NEW5,693—+5,693——$215.8K—2026-10-22
Busey Bank
DECREASED5,6817,825-2,144-27%$375.1K$215.4K-$159.8K2026-10-26
Indivisible Partners
INCREASED5,6034,910+693+14%$235.4K$212.4K-$22.9K2026-10-26
CIBC Asset Management Inc
DECREASED5,56921,936-16,367-75%$1.1M$211.1K-$840.5K2026-11-05
Ashurst Perkins Coie Trust Co
UNCHANGED5,5425,54200%$265.6K$210.0K-$55.6K2026-10-15
Murphy & Mullick Capital Management Corp
DECREASED5,4865,511-250%$264.2K$208.0K-$56.2K2026-11-02
First Affirmative Financial Network
NEW5,470—+5,470——$207.4K—2026-10-21
Mather Group, Llc.
INCREASED5,4355,432+3+0%$260.4K$206.0K-$54.4K2026-10-14
Arlington Capital Management Inc
UNCHANGED5,4225,42200%$259.9K$205.5K-$54.4K2026-10-30
Manchester Capital Management LLC
DECREASED5,4086,510-1,102-17%$312.1K$205.0K-$107.1K2026-10-22
Midwest Trust Co
NEW5,368—+5,368——$203.5K—2026-10-22
55 North Private Wealth, LLC
INCREASED5,3674,489+878+20%$215.2K$203.5K-$11.7K2026-10-20
Insight Advisors, LLC/ PA
DECREASED5,3285,631-303-5%$270.0K$202.0K-$68.0K2026-10-22
Kentucky Trust Co
UNCHANGED5,2505,25000%$251.7K$199.0K-$52.7K2026-10-15
S.A. Mason LLC
DECREASED5,2286,278-1,050-17%$301.0K$198.2K-$102.8K2026-10-13
Rakuten Securities, Inc.
INCREASED5,1325,064+68+1%$242.8K$194.6K-$48.2K2026-11-02
Kroeger Financial Partners
UNCHANGED5,0625,06200%$242.7K$191.9K-$50.8K2026-10-19
Financial Network Wealth Advisors LLC
INCREASED5,0174,942+75+2%$236.9K$190.2K-$46.7K2026-10-28
Hanson & Doremus Investment Management
UNCHANGED5,0005,00000%$240.0K$190-$239.8K2026-10-16
Valley National Advisers Inc
UNCHANGED4,9254,92500%$236.1K$186.7K-$49.4K2026-10-23
Larson Financial Group LLC
INCREASED4,9054,829+76+2%$231.5K$186.0K-$45.5K2026-11-05
GHP Investment Advisors, Inc.
INCREASED4,8314,826+5+0%$231.4K$183.1K-$48.2K2026-10-15
EverSource Wealth Advisors, LLC
DECREASED4,6357,937-3,302-42%$380.5K$175.7K-$204.7K2026-11-04
Dara Capital US, Inc.
UNCHANGED4,6304,63000%$221.9K$175.5K-$46.4K2026-10-29
Signature Equity Partners, LLC
INCREASED4,568411+4,157+1011%$19.7K$173.2K+$153.5K2026-10-29
Foster Dykema Cabot & Partners, LLC
UNCHANGED4,5264,52600%$217.0K$171.6K-$45.4K2026-10-30
Private Trust Co NA
DECREASED4,4714,634-163-4%$222.2K$169.5K-$52.7K2026-10-20
Bank Julius Baer & Co. Ltd, Zurich
UNCHANGED4,3734,37300%$210.8K$167.0K-$43.9K2026-10-29
CoreCap Advisors, LLC
DECREASED4,3255,341-1,016-19%$256.0K$164.0K-$92.1K2026-10-08
Peoples Financial Services Corp.
DECREASED3,9674,442-475-11%$212.9K$150.3K-$62.6K2026-10-20
Key FInancial Inc
UNCHANGED3,8723,87200%$185.6K$146.8K-$38.8K2026-11-02
Nfsg Corp
INCREASED3,8552,803+1,052+38%$134.4K$146.1K+$11.7K2026-10-15
Curat Global, LLC
UNCHANGED3,8303,83000%$183.6K$145.2K-$38.4K2026-10-26
Westside Investment Management, Inc.
UNCHANGED3,2843,28400%$157.4K$124.0K-$33.5K2026-11-02
Laurel Wealth Advisors LLC
NEW3,241—+3,241——$122.9K—2026-10-27
Summit Securities Group LLC
NEW3,200—+3,200——$121.3K—2026-11-05
Byrne Asset Management LLC
INCREASED3,0552,785+270+10%$133.5K$114.3K-$19.3K2026-10-06
Birch Financial Group, LLC
NEW2,986—+2,986——$113.2K—2026-10-27
Adkins Seale Capital Management LLC
UNCHANGED2,8912,89100%$138.6K$109.6K-$29.0K2026-10-27
Miller Global Investments, LLC
UNCHANGED2,8312,83100%$135.7K$107.3K-$28.4K2026-10-02
Trifecta Capital Advisors, LLC
DECREASED2,8164,016-1,200-30%$192.5K$106.8K-$85.8K2026-10-21
Alpine Bank Wealth Management
DECREASED2,5593,000-441-15%$143.8K$97.0K-$46.8K2026-10-16
Parkside Financial Bank & Trust
INCREASED2,5462,436+110+5%$116.8K$96.5K-$20.3K2026-10-27
Blue Trust, Inc.
DECREASED2,5217,262-4,741-65%$348.1K$95.6K-$252.5K2026-10-15
Golden State Wealth Management, LLC
INCREASED2,3641,985+379+19%$95.2K$89.6K-$5.5K2026-11-02
Union Savings Bank
INCREASED2,1731,595+578+36%$76.4K$82.4K+$5.9K2026-10-14
General Partner, Inc.
UNCHANGED2,0802,08000%$99.7K$78.9K-$20.9K2026-10-05
Gen-Wealth Partners Inc
DECREASED2,0244,264-2,240-53%$204.4K$76.7K-$127.7K2026-11-04
Owl Creek Wealth Partners LLC
DECREASED1,9932,116-123-6%$101.4K$75.6K-$25.9K2026-10-20
Hilltop National Bank
UNCHANGED1,7161,71600%$82.3K$65.1K-$17.2K2026-10-14
TFC Financial Management, Inc.
INCREASED1,6931,619+74+5%$77.6K$64.2K-$13.4K2026-10-26
Salomon & Ludwin, LLC
DECREASED1,6852,189-504-23%$106.8K$63.9K-$42.9K2026-10-29
Center for Financial Planning, Inc.
DECREASED1,6443,079-1,435-47%$147.6K$62.3K-$85.3K2026-10-26
Independence Bank of Kentucky
UNCHANGED1,6001,60000%$76.7K$60.7K-$16.0K2026-10-26
Princeton Global Asset Management LLC
UNCHANGED1,5731,57300%$75.4K$59.6K-$15.8K2026-10-21
UMB Private Wealth Management, LLC
NEW1,504—+1,504——$57.0K—2026-10-19
Ares Financial Consulting, LLC
INCREASED1,4901,270+220+17%$60.9K$56.5K-$4.4K2026-10-19
James T. Borello RIA
DECREASED1,4841,634-150-9%$78.3K$56.3K-$22.1K2026-10-16
Gilpin Wealth Management, LLC
INCREASED1,4481,309+139+11%$62.8K$54.9K-$7.9K2026-10-09
City State Bank
UNCHANGED1,4401,44000%$69.0K$54.6K-$14.4K2026-10-20
Kingdom Financial Group Llc.
DECREASED1,3541,374-20-1%$65.9K$51.3K-$14.5K2026-11-04
Mcdonald Partners LLC
UNCHANGED1,3471,34700%$64.6K$51.1K-$13.5K2026-11-03
First Horizon Corp
DECREASED1,3232,935-1,612-55%$140.7K$50.2K-$90.5K2026-10-26
Asset Dedication, LLC
DECREASED1,3141,924-610-32%$92.2K$49.8K-$42.4K2026-11-03
Barrett & Company, Inc.
DECREASED1,3121,323-11-1%$63.4K$49.7K-$13.7K2026-10-22
Washington Trust Advisors, Inc.
INCREASED1,2511,079+172+16%$51.7K$47.4K-$4.3K2026-10-22
North Star Investment Management Corp.
DECREASED1,2511,260-9-1%$60.4K$47.4K-$13.0K2026-10-27
FNY Investment Advisers, LLC
INCREASED1,2501,140+110+10%$54$47-$72026-10-16
Lodestone Wealth Management LLC
DECREASED1,2261,241-15-1%$59.5K$46.5K-$13.0K2026-10-14
Sunrise Financial Services, LLC
UNCHANGED1,1901,19000%$57.0K$45.1K-$11.9K2026-10-21
True Wealth Design, LLC
DECREASED1,1531,186-33-3%$56.9K$43.7K-$13.1K2026-10-13
Nisa Investment Advisors, LLC
INCREASED1,1251,020+105+10%$48.9K$42.6K-$6.3K2026-10-20
Pinnacle Bancorp, Inc.
INCREASED1,095852+243+29%$40.8K$41.5K+$6662026-10-21
Evolution Wealth Management Inc.
INCREASED1,05757+1,000+1754%$2.7K$40.1K+$37.3K2026-10-28
Latitude Advisors, LLC
NEW1,000—+1,000——$37.9K—2026-10-27
Cassaday & Co Wealth Management LLC
DECREASED9771,767-790-45%$84.7K$37.0K-$47.7K2026-10-27
Silver Grove Financial Group, Inc.
DECREASED9651,900-935-49%$91.1K$36.6K-$54.5K2026-11-05
Tradewinds Capital Management, LLC
INCREASED953870+83+10%$41.7K$36.1K-$5.6K2026-10-23
Entrust Financial LLC
INCREASED911874+37+4%$41.9K$34.5K-$7.4K2026-11-04
Markowski Investments
INCREASED906899+7+1%$43.1K$34.3K-$8.8K2026-10-30
Kennebec Savings Bank
UNCHANGED89289200%$42.8K$33.8K-$8.9K2026-10-22
Jnba Financial Advisors
DECREASED8901,676-786-47%$80.3K$33.7K-$46.6K2026-11-03
Root Financial Partners, LLC
NEW847—+847——$32.1K—2026-10-21
Align Financial, LLC
UNCHANGED81281200%$38.9K$30.8K-$8.1K2026-10-16
Oakworth Capital, Inc.
INCREASED749619+130+21%$29.8K$28.4K-$1.4K2026-10-26
Armstrong Advisory Group, Inc
UNCHANGED71571500%$34.3K$27.1K-$7.2K2026-10-09
Trust Co of Toledo NA
UNCHANGED70070000%$33.6K$26.5K-$7.0K2026-10-16
Investment Research & Advisory Group, Inc.
DECREASED6831,115-432-39%$53.5K$25.9K-$27.6K2026-10-19
Pittenger & Anderson Inc
INCREASED680100+580+580%$4.8K$25.8K+$21.0K2026-11-02
Elyxium Wealth, LLC
NEW666—+666——$25.3K—2026-10-27
Highline Wealth Partners LLC
INCREASED653520+133+26%$24.9K$24.8K-$1742026-10-19
Manitou Investment Management Ltd.
UNCHANGED64364300%$30.8K$24.4K-$6.4K2026-10-15
Hager Investment Management Services, LLC
INCREASED629602+27+4%$28.9K$23.8K-$5.0K2026-11-04
Alta Capital Management LLC/
NEW610—+610——$23.1K—2026-10-26
DeDora Capital, Inc.
NEW599—+599——$22.7K—2026-10-26
Kozak & Associates, Inc.
UNCHANGED59359300%$28.9K$22.7K-$6.2K2026-10-29
Granite FO LLC
UNCHANGED59059000%$28.3K$22.4K-$5.9K2026-10-14
Gables Capital Management Inc.
DECREASED575675-100-15%$32.4K$21.8K-$10.6K2026-11-04
Rossby Financial, LCC
DECREASED571662-91-14%$31.7K$21.6K-$10.1K2026-11-05
Maseco LLP
UNCHANGED55955900%$26.8K$21.2K-$5.6K2026-10-27
Farmers & Merchants Trust Co of Chambersburg PA
DECREASED550675-125-19%$32$21-$112026-10-14
Tsfg, LLC
DECREASED543992-449-45%$48.0K$21-$48.0K2026-10-23
Proathlete Wealth Management LLC
INCREASED53743+494+1149%$2.1K$20.4K+$18.3K2026-10-15
Heritage Family Offices, LLP
NEW527—+527——$20.0K—2026-11-02
West Financial Advisors, LLC
NEW510—+510——$19.3K—2026-10-22
Pension & Wealth Management Advisors, Inc.
INCREASED510430+80+19%$20.6K$19.3K-$1.3K2026-10-16
Downshift Financial, LLC
NEW500—+500——$19.0K—2026-10-13
Costello Asset Management, Inc
DECREASED500600-100-17%$28.8K$19.0K-$9.8K2026-10-30
Indiana Trust & Investment Management Co
UNCHANGED49149100%$23.5K$18.6K-$4.9K2026-10-22
JFS Wealth Advisors, LLC
UNCHANGED48348300%$23.2K$18.3K-$4.8K2026-11-03
Halbert Hargrove Global Advisors, LLC
DECREASED465531-66-12%$25.5K$17.6K-$7.8K2026-10-16
WPG Advisers, LLC
DECREASED4641,585-1,121-71%$76.0K$17.6K-$58.4K2026-10-27
POM Investment Strategies, LLC
UNCHANGED45445400%$21.8K$17.2K-$4.6K2026-10-20
CX Institutional
UNCHANGED44444400%$21$17-$42026-10-02
Financial Consulate, Inc
INCREASED441274+167+61%$13.1K$16.7K+$3.6K2026-10-23
Blume Capital Management, Inc.
UNCHANGED43743700%$21.0K$16.6K-$4.4K2026-10-26
Rydar Equities, Inc.
NEW430—+430——$16.5K—2026-10-13
Bell Investment Advisors, Inc
DECREASED423478-55-12%$22.9K$16.0K-$6.9K2026-10-29
Activest Wealth Management
DECREASED4201,596-1,176-74%$76.5K$15.9K-$60.6K2026-10-15
Citizens National Bank Trust Department
UNCHANGED42042000%$20.1K$15.9K-$4.2K2026-11-04
Plante Moran Financial Advisors, LLC
DECREASED415735-320-44%$35.2K$15.7K-$19.5K2026-11-04
West Branch Capital LLC
UNCHANGED41141100%$19.7K$15.6K-$4.1K2026-10-20
United Financial Planning Group LLC
UNCHANGED40940900%$19.6K$15.5K-$4.1K2026-11-04
Physician Wealth Advisors, Inc.
INCREASED404396+8+2%$19.0K$15.3K-$3.7K2026-10-20
SRH Advisors, LLC
DECREASED400800-400-50%$38.4K$15.2K-$23.2K2026-10-22
Atwood & Palmer Inc
UNCHANGED40040000%$19.2K$15.2K-$4.0K2026-10-08
J.Safra Asset Management Corp
DECREASED390428-38-9%$20.5K$14.8K-$5.7K2026-11-03
Albion Financial Group
INCREASED375353+22+6%$16.9K$14.2K-$2.7K2026-10-21
TrinityBridge Ltd
DECREASED370570-200-35%$27$14-$132026-10-30
Pacific Center for Financial Services
INCREASED350270+80+30%$12.9K$13.3K+$3252026-10-15
Triumph Capital Management
DECREASED343365-22-6%$17.5K$13.0K-$4.5K2026-10-14
Madden Securities Corp
NEW340—+340——$12.9K—2026-10-27
First Pacific Financial
DECREASED33910,325-9,986-97%$495.0K$12.9K-$482.1K2026-10-14
Montag A & Associates Inc
INCREASED33982+257+313%$3.9K$12.9K+$8.9K2026-10-29
NorthAvenue LLC
UNCHANGED33133100%$15.9K$12.5K-$3.3K2026-10-29
Key Capital Management, Inc
INCREASED31218+294+1633%$863$11.8K+$11.0K2026-11-03
Avion Wealth
UNCHANGED30530500%$14$11-$32026-11-04
Compass Financial Management LLC
INCREASED300298+2+1%$13.2K$11.4K-$1.8K2026-10-30
MTM Investment Management, LLC
UNCHANGED30030000%$14.4K$11.4K-$3.0K2026-10-30
Hilton Head Capital Partners, LLC
UNCHANGED29629600%$14.2K$11.2K-$3.0K2026-10-23
MJT & Associates Financial Advisory Group, Inc.
INCREASED283224+59+26%$10.7K$10.7K-$102026-10-07
Atlantic Edge Private Wealth Management, LLC
UNCHANGED27527500%$13.2K$10.4K-$2.8K2026-10-20
Carnegie Lake Advisors LLC
DECREASED26623,625-23,359-99%$1.1M$895.6K-$237.0K2026-11-03
Piscataqua Savings Bank
UNCHANGED25025000%$12.0K$9.5K-$2.5K2026-10-21
SJS Investment Consulting Inc.
DECREASED245320-75-23%$15.3K$9.3K-$6.1K2026-10-26
Financial Management Professionals, Inc.
DECREASED242281-39-14%$13.5K$9.2K-$4.3K2026-10-23
Bank & Trust Co
UNCHANGED23323300%$11.2K$8.8K-$2.3K2026-10-07
Acumen Wealth Advisors, LLC
INCREASED232175+57+33%$8.4K$8.8K+$4062026-11-05
Copeland Capital Management, LLC
INCREASED232186+46+25%$8.9K$8.8K-$1212026-10-13
Marshall & Sterling Wealth Advisors Inc.
INCREASED225223+2+1%$10.7K$8.5K-$2.2K2026-10-28
Buck Wealth Strategies, LLC
INCREASED223150+73+49%$7.2K$8.5K+$1.3K2026-10-28
Bullock Wealth Management Group
DECREASED219245-26-11%$11.9K$8.2K-$3.8K2026-10-09
Elevation Wealth Partners, LLC
UNCHANGED21821800%$10.5K$8.3K-$2.2K2026-10-07
Wealth Analytics Partners, LLC
NEW217—+217——$8.2K—2026-10-19
Quaker Wealth Management, LLC
DECREASED215415-200-48%$19.9K$8.2K-$11.7K2026-10-22
Archer Investment Corp
INCREASED211209+2+1%$10.0K$8.0K-$2.0K2026-11-05
Livelsberger Financial Advisory
NEW204—+204——$7.7K—2026-10-28
Retirement Wealth Solutions LLC
INCREASED203181+22+12%$8.7K$7.7K-$9822026-10-07
Reap Financial Group, LLC
NEW202—+202——$7.6K—2026-11-02
PFS Partners, LLC
UNCHANGED20020000%$9.6K$7.6K-$2.0K2026-10-21
Arlington Trust Co LLC
UNCHANGED19719700%$9.4K$7.5K-$2.0K2026-10-20
Yankcom Partnership
UNCHANGED19019000%$9.1K$7.2K-$1.9K2026-10-15
Creative Financial Designs Inc
UNCHANGED17617600%$8.4K$6.7K-$1.8K2026-11-04
Aspect Partners, LLC
INCREASED168166+2+1%$8.0K$6.4K-$1.6K2026-10-20
Ascentis Independent Advisors
NEW167—+167——$6.3K—2026-11-03
Torren Management, LLC
NEW160—+160——$6.1K—2026-10-29
Pacifica Partners Inc.
UNCHANGED15315300%$7.7K$5.7K-$2.0K2026-10-09
Hughes Financial Services, LLC
UNCHANGED15215200%$7.3K$5.9K-$1.3K2026-10-30
Fiduciary Advisors, Inc.
NEW150—+150——$5.7K—2026-10-16
Planning Strategies Inc.
NEW138—+138——$5.2K—2026-10-02
MV Capital Management, Inc.
DECREASED132158-26-16%$7.6K$5.0K-$2.6K2026-10-29
American Capital Advisory, LLC
UNCHANGED13113100%$6.3K$5.0K-$1.3K2026-10-28
Dorato Capital Management
UNCHANGED12612600%$6.2K$4.8K-$1.4K2026-10-08
Cape Investment Advisory, Inc.
UNCHANGED12212200%$5.8K$4.6K-$1.2K2026-10-13
Foresight Capital Management Advisors, Inc.
NEW119—+119——$4.5K—2026-10-27
Newton One Investments LLC
UNCHANGED11511500%$5.5K$4.4K-$1.2K2026-10-14
Nemes Rush Group LLC
INCREASED107106+1+1%$5.1K$4.0K-$1.1K2026-11-04
First United Bank & Trust
UNCHANGED10510500%$5.0K$4.0K-$1.1K2026-10-22
MidAtlantic Capital Management, Inc.
NEW100—+100——$3.8K—2026-11-05
Main Street Group, LTD
NEW100—+100——$3.8K—2026-10-28
Glass Jacobson Investment Advisors llc
DECREASED100470-370-79%$22.5K$3.8K-$18.7K2026-10-26
First Premier Bank
UNCHANGED10010000%$5$4-$12026-10-13
Gold Investment Management Ltd.
UNCHANGED10010000%$4.8K$3.8K-$1.0K2026-10-19
1620 Investment Advisors, Inc.
UNCHANGED969600%$4.6K$3.6K-$9632026-11-04
West Paces Advisors Inc.
UNCHANGED858500%$4.1K$3.2K-$8532026-10-13
Meriwether Wealth & Planning, LLC
NEW83—+83——$3.1K—2026-10-13
Hoey Investments, Inc
UNCHANGED818100%$3.9K$3.1K-$8132026-10-29
Western Pacific Wealth Management, LP
UNCHANGED808000%$3.8K$3.0K-$8022026-10-16
RMG Wealth Management LLC
DECREASED75116-41-35%$5.4K$3.0K-$2.4K2026-10-26
Essential Partners LLC
UNCHANGED757500%$3.6K$2.8K-$7532026-10-14
Virginia Estate & Retirement Planning Advisors Inc.
UNCHANGED737300%$3.5K$2.8K-$7332026-10-14
Barnes Dennig Private Wealth Management LLC
UNCHANGED686800%$3.3K$2.6K-$6822026-10-30
United Community Bank
NEW65—+65——$2.5K—2026-10-28
Nova Financial LLC
NEW65—+65——$2.5K—2026-11-04
Elevated Capital Advisors, LLC
UNCHANGED616100%$2.9K$2.3K-$6112026-11-04
DiNuzzo Private Wealth, Inc.
UNCHANGED606000%$2.9K$2.3K-$6022026-10-16
GoalVest Advisory LLC
UNCHANGED515100%$2.4K$1.9K-$5122026-10-02
City Holding Co
UNCHANGED515100%$2.4K$1.9K-$5122026-10-19
Caldwell Trust Co
UNCHANGED505000%$2.4K$1.9K-$5012026-10-30
CKW Financial Group
UNCHANGED505000%$2$2$02026-10-29
Next Level Wealth Planning, LLC
NEW48—+48——$1.8K—2026-10-29
Hartford Financial Management Inc.
UNCHANGED424200%$2.0K$1.6K-$4212026-10-21
Southern Michigan Bank & Trust
UNCHANGED424200%$2.0K$1.6K-$4212026-10-19
Smallwood Wealth Investment Management, LLC
NEW40—+40——$1.5K—2026-10-30
Mosley Wealth Management
UNCHANGED393900%$1.9K$1.5K-$3402026-10-16
Country Trust Bank
UNCHANGED383800%$1.8K$1.4K-$3812026-10-30
St. Johns Investment Management Company, LLC
UNCHANGED383800%$1.8K$1.4K-$3812026-10-30
Monetary Solutions, Ltd
INCREASED3228+4+14%$1.3K$1.2K-$1292026-10-22
Nvwm, LLC
UNCHANGED323200%$1.6K$1.2K-$3142026-10-14
John Boyer, Inc.
NEW30—+30——$1.1K—2026-10-27
Toth Financial Advisory Corp
NEW28—+28——$1.1K—2026-10-08
Moisand Fitzgerald Tamayo, LLC
NEW26—+26——$986—2026-10-15
Tounjian Advisory Partners, LLC
INCREASED231+22+2200%$36$863+$8272026-11-04
Transce3nd, LLC
NEW22—+22——$859—2026-10-26
Horrell Capital Management, Inc.
UNCHANGED202000%$1.0K$1.0K$02026-10-08
Breakwater Investment Management
DECREASED1922-3-14%$1.1K$721-$3342026-10-20
Nvest Wealth Strategies, Inc.
INCREASED189+9+100%$432$684+$2522026-10-14
Godsey & Gibb, Inc
NEW17—+17——$645—2026-10-14
Olistico Wealth, LLC
UNCHANGED161600%$767$607-$1602026-10-05
Fairway Wealth LLC
NEW15—+15——$569—2026-10-30
Bank of New Hampshire
UNCHANGED151500%$719$569-$1502026-10-06
Abound Wealth Management
DECREASED1016-6-37%$768$380-$3882026-10-26
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED101000%$480$383-$972026-10-28
Beacon Capital Management, Inc.
UNCHANGED101000%$479$379-$1002026-10-13
Hurley Capital, LLC
UNCHANGED6600%$288$227-$612026-11-05
Mainstream Capital Management LLC
NEW4—+4——$152—2026-10-23
Noble Wealth Management PBC
DECREASED120-19-95%$959$38-$9212026-10-01
Simplify Asset Management Inc.
CLOSED0504,918-504,918-100%$24.2M$0-$24.2M2026-10-27
ABC Arbitrage SA
CLOSED0369,120-369,120-100%$17.7M$0-$17.7M2026-10-23
Generate Investment Management Ltd
CLOSED0350,000-350,000-100%$16.8M$0-$16.8M2026-10-14
Jessup Wealth Management, Inc
CLOSED0136,973-136,973-100%$6.6M$0-$6.6M2026-10-20
Transmarket Holdings LP
CLOSED096,946-96,946-100%$4.6M$0-$4.6M2026-10-27
Y-Intercept (Hong Kong) Ltd
CLOSED086,018-86,018-100%$4.1M$0-$4.1M2026-10-16
Gunderson Capital Management LLC
CLOSED068,179-68,179-100%$3.3M$0-$3.3M2026-10-15
Myriad Asset Management Advisors LLC
CLOSED038,512-38,512-100%$1.8M$0-$1.8M2026-11-03
Brooklands Fund Management Ltd
CLOSED035,445-35,445-100%$1.8M$0-$1.8M2026-10-28
Shariaportfolio, Inc.
CLOSED032,303-32,303-100%$1.5M$0-$1.5M2026-10-20
FFG Partners, LLC
CLOSED025,719-25,719-100%$1.2M$0-$1.2M2026-10-15
Cravens & Co Advisors, LLC
CLOSED023,681-23,681-100%$1.1M$0-$1.1M2026-10-16
Elevation Point Wealth Partners, LLC
CLOSED023,383-23,383-100%$1.1M$0-$1.1M2026-11-05
Patten & Patten Inc
CLOSED018,270-18,270-100%$875.9K$0-$875.9K2026-10-26
Cox Capital Mgt LLC
CLOSED017,429-17,429-100%$835.6K$0-$835.6K2026-10-07
One Wealth Capital Management, LLC
CLOSED015,365-15,365-100%$736.6K$0-$736.6K2026-10-23
Accuvest Global Advisors
CLOSED015,261-15,261-100%$732.0K$0-$732.0K2026-11-04
Hardworking Capital Advisors, LLC
CLOSED013,570-13,570-100%$650.5K$0-$650.5K2026-10-20
Arista Wealth Management, LLC
CLOSED010,000-10,000-100%$479.4K$0-$479.4K2026-10-29
Seed Wealth Management, Inc.
CLOSED09,934-9,934-100%$476.2K$0-$476.2K2026-10-20
TBH Global Asset Management, LLC
CLOSED09,382-9,382-100%$449.8K$0-$449.8K2026-11-03
Hennion & Walsh Asset Management, Inc.
CLOSED09,289-9,289-100%$445.3K$0-$445.3K2026-10-13
Raub Brock Capital Management LP
CLOSED09,240-9,240-100%$443.0K$0-$443.0K2026-10-21
Wealthcare Advisory Partners LLC
CLOSED08,676-8,676-100%$415.9K$0-$415.9K2026-10-21
Thompson Davis & Co., Inc.
CLOSED08,550-8,550-100%$409.9K$0-$409.9K2026-11-05
Clear Wave Wealth Management LLC
CLOSED08,472-8,472-100%$406.1K$0-$406.1K2026-11-04
Axxcess Wealth Management, LLC
CLOSED08,188-8,188-100%$392.5K$0-$392.5K2026-10-21
Avestar Capital, LLC
CLOSED07,985-7,985-100%$382.8K$0-$382.8K2026-10-28
Five Oceans Advisors
CLOSED07,396-7,396-100%$354.6K$0-$354.6K2026-10-22
Axim Planning & Wealth
CLOSED06,963-6,963-100%$333.8K$0-$333.8K2026-10-28
Glenview Trust Co
CLOSED06,780-6,780-100%$325.0K$0-$325.0K2026-10-28
Arlington Partners LLC
CLOSED06,777-6,777-100%$324.9K$0-$324.9K2026-10-20
Rye Brook Capital LLC
CLOSED06,500-6,500-100%$312.0K$0-$312.0K2026-10-07
Myriad Asset Management US LP
CLOSED06,433-6,433-100%$308.0K$0-$308.0K2026-11-03
Argos Wealth Advisors, LLC
CLOSED05,966-5,966-100%$286.0K$0-$286.0K2026-11-02
HCR Wealth Advisors
CLOSED05,913-5,913-100%$283.5K$0-$283.5K2026-10-15
Wesbanco Bank Inc
CLOSED05,887-5,887-100%$282.2K$0-$282.2K2026-11-04
Lockerman Financial Group, Inc.
CLOSED05,692-5,692-100%$272.9K$0-$272.9K2026-10-19
WP Advisors, LLC
CLOSED05,446-5,446-100%$261.1K$0-$261.1K2026-10-22
Commonwealth Financial Services, LLC
CLOSED05,407-5,407-100%$259.2K$0-$259.2K2026-10-20
Defined Wealth Management, LLC
CLOSED05,392-5,392-100%$258.5K$0-$258.5K2026-10-19
IPG Investment Advisors LLC
CLOSED05,386-5,386-100%$258.2K$0-$258.2K2026-10-30
SteelPeak Wealth, LLC
CLOSED05,376-5,376-100%$257.7K$0-$257.7K2026-10-16
Archford Capital Strategies, LLC
CLOSED05,358-5,358-100%$256.9K$0-$256.9K2026-10-19
Quantum Financial Partners LLC
CLOSED05,315-5,315-100%$254.8K$0-$254.8K2026-10-19
Teamwork Financial Advisors, LLC
CLOSED05,091-5,091-100%$244.1K$0-$244.1K2026-10-19
Abundance Wealth Counselors
CLOSED05,029-5,029-100%$241.1K$0-$241.1K2026-10-26
Monte Financial Group, LLC
CLOSED04,982-4,982-100%$234.6K$0-$234.6K2026-11-02
Telos Capital Management, Inc.
CLOSED04,968-4,968-100%$238.2K$0-$238.2K2026-11-02
Badgley Phelps Wealth Managers, LLC
CLOSED04,861-4,861-100%$233.0K$0-$233.0K2026-10-22
Essex LLC
CLOSED04,800-4,800-100%$230.1K$0-$230.1K2026-10-14
Klingman & Associates, LLC
CLOSED04,785-4,785-100%$229.4K$0-$229.4K2026-10-20
Williams Jones Wealth Management, Llc.
CLOSED04,748-4,748-100%$227.6K$0-$227.6K2026-11-05
Ferguson Wellman Capital Management, Inc
CLOSED04,727-4,727-100%$226.6K$0-$226.6K2026-10-05
Affinity Capital Advisors, LLC
CLOSED04,725-4,725-100%$232.8K$0-$232.8K2026-10-13
NorthCrest Asset Manangement, LLC
CLOSED04,719-4,719-100%$230.6K$0-$230.6K2026-10-13
Cornerstone Wealth Management, LLC
CLOSED04,675-4,675-100%$224.1K$0-$224.1K2026-11-04
Fulton Bank, N.A.
CLOSED04,672-4,672-100%$224.0K$0-$224.0K2026-10-14
Smith Thornton Advisors LLC
CLOSED04,615-4,615-100%$227.4K$0-$227.4K2026-10-16
Goldstein Advisors, LLC
CLOSED04,550-4,550-100%$218.1K$0-$218.1K2026-10-15
KRS Capital Management, LLC
CLOSED04,510-4,510-100%$216.2K$0-$216.2K2026-10-16
Walser Wealth Management Company, A Ltd Liability Co
CLOSED04,499-4,499-100%$215.7K$0-$215.7K2026-10-15
Thrivent Financial for Lutherans
CLOSED04,460-4,460-100%$214.0K$0-$214.0K2026-11-05
Soltis Investment Advisors LLC
CLOSED04,455-4,455-100%$213.6K$0-$213.6K2026-10-28
Family Legacy, Inc.
CLOSED04,417-4,417-100%$211.8K$0-$211.8K2026-10-13
Centurion Wealth Management LLC
CLOSED04,370-4,370-100%$209.5K$0-$209.5K2026-10-13
Mesirow Financial Investment Management, Inc.
CLOSED04,357-4,357-100%$208.9K$0-$208.9K2026-11-05
Burns J W & Co Inc
CLOSED04,350-4,350-100%$208.5K$0-$208.5K2026-10-20
Seven Mile Advisory
CLOSED04,295-4,295-100%$205.9K$0-$205.9K2026-10-22
Aljian Capital Management, LLC
CLOSED04,294-4,294-100%$205.9K$0-$205.9K2026-10-28
Allen Wealth Management, LLC
CLOSED04,272-4,272-100%$204.8K$0-$204.8K2026-10-29
Capital Square, LLC
CLOSED04,255-4,255-100%$210.6K$0-$210.6K2026-10-19
Silverlake Wealth Management LLC
CLOSED04,249-4,249-100%$203.7K$0-$203.7K2026-10-21
XXI Wealth, LLC
CLOSED04,238-4,238-100%$203.2K$0-$203.2K2026-10-22
Congress Park Capital LLC
CLOSED04,225-4,225-100%$202.5K$0-$202.5K2026-10-13
Knights of Columbus Asset Advisors LLC
CLOSED02,931-2,931-100%$140.5K$0-$140.5K2026-11-05
AdvisorNet Financial, Inc
CLOSED02,374-2,374-100%$113.8K$0-$113.8K2026-10-15
Laurion Capital Management LP
CLOSED01,692-1,692-100%$81.1K$0-$81.1K2026-10-30
Bellecapital International Ltd.
CLOSED01,611-1,611-100%$77.2K$0-$77.2K2026-10-21
Compound Global Advisors, LLC
CLOSED01,500-1,500-100%$71.9K$0-$71.9K2026-10-20
Cornerstone Planning Group LLC
CLOSED01,378-1,378-100%$66.4K$0-$66.4K2026-10-16
MCF Advisors LLC
CLOSED01,083-1,083-100%$51.9K$0-$51.9K2026-10-28
Solstein Capital, LLC
CLOSED0794-794-100%$38.1K$0-$38.1K2026-11-02
Gill Capital Partners, LLC
CLOSED0621-621-100%$29.8K$0-$29.8K2026-10-13
American National Bank & Trust
CLOSED0513-513-100%$24.6K$0-$24.6K2026-10-07
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED0472-472-100%$22.6K$0-$22.6K2026-10-14
Spectrum Wealth Advisory Group, LLC
CLOSED0205-205-100%$9.8K$0-$9.8K2026-10-29
Whipplewood Advisors, LLC
CLOSED0124-124-100%$5.9K$0-$5.9K2026-10-20
Stone House Investment Management, LLC
CLOSED0103-103-100%$4.9K$0-$4.9K2026-10-23
Atlatl Advisers LLC
CLOSED096-96-100%$4.6K$0-$4.6K2026-10-22
Vermillion Wealth Management, Inc.
CLOSED095-95-100%$4.6K$0-$4.6K2026-10-26
Fairman Group, LLC
CLOSED063-63-100%$3.0K$0-$3.0K2026-10-26
RHL Group, LLC
CLOSED041-41-100%$2.0K$0-$2.0K2026-11-04
Robinswood Financial LLC
CLOSED010-10-100%$479$0-$4792026-10-20
Richardson Financial Services Inc.
CLOSED08-8-100%$384$0-$3842026-10-30
Horizon Financial Services, LLC
UNCHANGED000—$0$0$02026-11-04
Dodge & COX
N/A—20,397,110-20,397,110-100%$977.8M———
Loomis Sayles & Co L P
N/A—18,594,352-18,594,352-100%$891.4M———
Franklin Resources Inc
N/A—13,041,109-13,041,109-100%$625.2M———
Price T Rowe Associates Inc
N/A—11,704,719-11,704,719-100%$561.1M———
Morgan Stanley
N/A—11,659,869-11,659,869-100%$559.0M———
Bank of America Corp
N/A—11,176,712-11,176,712-100%$535.8M———
Capital International Investors
N/A—9,721,180-9,721,180-100%$467.6M———
Folketrygdfondet
N/A—9,522,383-9,522,383-100%$456.5M———
Goldman Sachs Group Inc
N/A—9,180,490-9,180,490-100%$440.1M———
Fisher Asset Management, LLC
N/A—8,324,948-8,324,948-100%$399.1M———
Arrowstreet Capital, Limited Partnership
N/A—8,270,785-8,270,785-100%$396.5M———
State Farm Mutual Automobile Insurance Co
N/A—6,142,778-6,142,778-100%$294.5M———
State Street Corp
N/A—5,869,834-5,869,834-100%$284.6M———
Royal Bank of Canada
N/A—5,399,061-5,399,061-100%$258.8M———
Capital World Investors
N/A—5,205,926-5,205,926-100%$249.6M———
Fred Alger Management, LLC
N/A—4,907,570-4,907,570-100%$235.3M———
Susquehanna International Group, LLP
N/A—4,815,576-4,815,576-100%$230.9M———
Wells Fargo & Company
N/A—4,657,642-4,657,642-100%$223.3M———
Envestnet Asset Management Inc
N/A—4,031,114-4,031,114-100%$193.3M———
UBS Group AG
N/A—3,984,940-3,984,940-100%$191.0M———
BlackRock, Inc.
N/A—3,861,182-3,861,182-100%$185.1M———
Northern Trust Corp
N/A—3,693,198-3,693,198-100%$177.1M———
Bank of Nova Scotia
N/A—3,065,015-3,065,015-100%$146.9M———
Renaissance Technologies LLC
N/A—3,032,421-3,032,421-100%$145.4M———
Nuveen, LLC
N/A—2,969,256-2,969,256-100%$142.3M———
Fayez Sarofim & Co
N/A—2,924,500-2,924,500-100%$140.2M———
Raymond James Financial Inc
N/A—2,903,988-2,903,988-100%$139.2M———
Barclays PLC
N/A—2,739,617-2,739,617-100%$131.3M———
Acadian Asset Management LLC
N/A—2,736,697-2,736,697-100%$131.2M———
Farallon Capital Management, L.L.C.
N/A—2,619,000-2,619,000-100%$125.6M———
FMR LLC
N/A—2,306,393-2,306,393-100%$110.6M———
Millennium Management LLC
N/A—2,035,939-2,035,939-100%$97.6M———
Natixis Advisors, LLC
N/A—2,006,551-2,006,551-100%$96.2M———
LPL Financial LLC
N/A—1,737,333-1,737,333-100%$83.3M———
Marshall Wace, LLP
N/A—1,707,104-1,707,104-100%$81.8M———
Ameriprise Financial Inc
N/A—1,688,444-1,688,444-100%$80.6M———
Causeway Capital Management LLC
N/A—1,677,615-1,677,615-100%$80.4M———
Maverick Capital LTD
N/A—1,653,872-1,653,872-100%$79.3M———
JPMorgan Chase & Co
N/A—1,612,426-1,612,426-100%$77.9M———
Rockefeller Capital Management L.P.
N/A—1,566,451-1,566,451-100%$75.1M———
Stifel Financial Corp
N/A—1,495,517-1,495,517-100%$71.7M———
Bank of Montreal
N/A—1,492,413-1,492,413-100%$71.5M———
American Century Companies Inc
N/A—1,455,351-1,455,351-100%$69.8M———
Citadel Advisors LLC
N/A—1,366,275-1,366,275-100%$65.5M———
SEI Investments Co
N/A—1,249,186-1,249,186-100%$59.9M———
Trexquant Investment LP
N/A—1,227,405-1,227,405-100%$58.8M———
Cullen Capital Management, LLC
N/A—1,224,955-1,224,955-100%$58.7M———
WCM Investment Management, LLC
N/A—1,181,027-1,181,027-100%$57.1M———
Balyasny Asset Management L.P.
N/A—1,109,982-1,109,982-100%$53.2M———
Van Eck Associates Corp
N/A—1,045,885-1,045,885-100%$50.1M———
Jones Financial Companies Lllp
N/A—1,038,160-1,038,160-100%$49.9M———
United Capital Financial Advisors, LLC
N/A—1,000,682-1,000,682-100%$48.0M———
Menora Mivtachim Holdings Ltd.
N/A—926,168-926,168-100%$44.4M———
Adage Capital Partners GP, L.L.C.
N/A—877,635-877,635-100%$42.1M———
Xxec, Inc.
N/A—830,388-830,388-100%$37.3M———
Natixis
N/A—824,229-824,229-100%$39.5M———
BNP Paribas Financial Markets
N/A—799,604-799,604-100%$38.3M———
BNP Paribas Asset Management Holding S.A.
N/A—736,113-736,113-100%$35.3M———
National Bank of Canada
N/A—731,414-731,414-100%$35.0M———
Hudson Bay Capital Management LP
N/A—730,000-730,000-100%$35.0M———
D. E. Shaw & Co., Inc.
N/A—697,567-697,567-100%$33.4M———
Invesco Ltd.
N/A—686,121-686,121-100%$32.9M———
Bluespring Wealth Management, LLC
N/A—669,858-669,858-100%$32.1M———
Lazard Asset Management LLC
N/A—657,641-657,641-100%$31.5M———
DV Equities, LLC
N/A—631,226-631,226-100%$30.3M———
Charles Schwab Investment Management Inc
N/A—622,970-622,970-100%$29.9M———
Longaeva Partners L.P.
N/A—621,143-621,143-100%$29.8M———
Integral Health Asset Management, LLC
N/A—600,000-600,000-100%$28.8M———
Quantinno Capital Management LP
N/A—593,206-593,206-100%$28.4M———
Caisse de Depot ET Placement DU Quebec
N/A—585,509-585,509-100%$28.1M———
Old Mission Capital LLC
N/A—548,297-548,297-100%$26.3M———
Cerity Partners LLC
N/A—534,219-534,219-100%$25.6M———
HSBC Holdings PLC
N/A—524,829-524,829-100%$25.2M———
Quadrature Capital Ltd
N/A—522,349-522,349-100%$25.0M———
Qube Research & Technologies Ltd
N/A—520,267-520,267-100%$24.9M———
Marex Group Ltd
N/A—518,286-518,286-100%$24.8M———
Quinn Opportunity Partners LLC
N/A—507,600-507,600-100%$24.3M———
Boston Partners
N/A—507,489-507,489-100%$24.3M———
CIBC World Market Inc.
N/A—503,634-503,634-100%$24.1M———
Arax Advisory Partners
N/A—449,006-449,006-100%$21.5M———
SG Americas Securities, LLC
N/A—439,134-439,134-100%$21.1M———
PNC Financial Services Group, Inc.
N/A—438,676-438,676-100%$21.0M———
Warther Private Wealth, LLC
N/A—411,074-411,074-100%$19.7M———
Mariner, LLC
N/A—410,689-410,689-100%$19.7M———
HighTower Advisors, LLC
N/A—403,262-403,262-100%$19.3M———
Scotia Capital Inc.
N/A—390,351-390,351-100%$18.7M———
Cetera Investment Advisers
N/A—382,507-382,507-100%$18.3M———
Clough Capital Partners L P
N/A—373,977-373,977-100%$17.9M———
Aberdeen Group plc
N/A—367,740-367,740-100%$17.6M———
Pathstone Holdings, LLC
N/A—358,915-358,915-100%$17.2M———
Clear Street Group Inc.
N/A—342,213-342,213-100%$16.4M———
Private Advisory Group LLC
N/A—333,612-333,612-100%$16.0M———
Contrarius Group Holdings Ltd
N/A—327,154-327,154-100%$15.7M———
AQR Capital Management LLC
N/A—324,149-324,149-100%$15.5M———
Osaic Holdings, Inc.
N/A—323,855-323,855-100%$15.5M———
Public Employees Retirement System of Ohio
N/A—321,841-321,841-100%$15.4M———
Clifford Swan Investment Counsel LLC
N/A—318,484-318,484-100%$15.3M———
Nomura Holdings Inc
N/A—314,926-314,926-100%$15.1M———
Tower Research Capital LLC (TRC)
N/A—314,106-314,106-100%$15.1M———
Armistice Capital, LLC
N/A—312,000-312,000-100%$15.0M———
Cantor Fitzgerald, L. P.
N/A—292,094-292,094-100%$14.0M———
Credit Agricole S A
N/A—290,612-290,612-100%$13.9M———
ARS Investment Partners, LLC
N/A—288,970-288,970-100%$13.9M———
US Bancorp \de\
N/A—275,250-275,250-100%$13.2M———
CIM, LLC
N/A—273,341-273,341-100%$13.1M———
PFM Health Sciences, LP
N/A—265,016-265,016-100%$12.7M———
Salt Holding Corp.
N/A—256,134-256,134-100%$12.3M———
O'shaughnessy Asset Management, LLC
N/A—245,899-245,899-100%$11.8M———
Foresight Global Investors, Inc.
N/A—245,289-245,289-100%$11.8M———
Knuff & Co LLC
N/A—242,776-242,776-100%$11.6M———
Dividend Assets Capital, LLC
N/A—234,979-234,979-100%$11.3M———
Manufacturers Life Insurance Company, the
N/A—229,607-229,607-100%$11.0M———
Sanctuary Advisors, LLC
N/A—220,373-220,373-100%$10.6M———
Russell Investments Group, Ltd.
N/A—219,072-219,072-100%$10.5M———
Focus Partners Wealth
N/A—211,043-211,043-100%$10.1M———
Alpine Fox Capital LLC
N/A—201,000-201,000-100%$9.6M———
Level Four Advisory Services, LLC
N/A—197,413-197,413-100%$9.5M———
MML Investors Services, LLC
N/A—197,109-197,109-100%$9.4M———
Walleye Capital LLC
N/A—194,159-194,159-100%$9.3M———
Walleye Trading LLC
N/A—188,647-188,647-100%$9.0M———
Hutchinson Capital Management
N/A—187,985-187,985-100%$9.0M———
Stamos Capital Partners, L.P.
N/A—184,608-184,608-100%$8.9M———
Tudor Investment Corp ET AL
N/A—182,382-182,382-100%$8.7M———
QRG Capital Management, Inc.
N/A—175,187-175,187-100%$8.4M———
ExodusPoint Capital Management, LP
N/A—170,652-170,652-100%$8.2M———
Eversept Partners, LP
N/A—169,227-169,227-100%$8.1M———
Mercer Global Advisors Inc
N/A—158,921-158,921-100%$7.6M———
Phoenix Financial Ltd.
N/A—158,343-158,343-100%$7.6M———
Janney Montgomery Scott LLC
N/A—157,335-157,335-100%$7.5M———
Claret Asset Management Corp
N/A—156,526-156,526-100%$7.5M———
Capital International, Inc.
N/A—155,415-155,415-100%$7.5M———
HRT Financial LP
N/A—148,940-148,940-100%$7.1M———
Vanguard Personalized Indexing Management, LLC
N/A—146,043-146,043-100%$7.0M———
Vestmark Advisory Solutions, Inc.
N/A—142,411-142,411-100%$6.8M———
Altrafin AG
N/A—139,963-139,963-100%$6.7M———
Baird Financial Group, Inc.
N/A—133,537-133,537-100%$6.4M———
Teachers Retirement System of the State of Kentucky
N/A—133,510-133,510-100%$6.4M———
Money Concepts Capital Corp
N/A—129,801-129,801-100%$6.2M———
Harvest Portfolios Group Inc.
N/A—124,643-124,643-100%$6.0M———
Federation des caisses Desjardins du Quebec
N/A—123,272-123,272-100%$5.9M———
Jump Financial, LLC
N/A—123,187-123,187-100%$5.9M———
TD Asset Management Inc
N/A—122,568-122,568-100%$5.9M———
Round Hill Asset Management
N/A—122,031-122,031-100%$5.9M———
Sfmg, LLC
N/A—121,108-121,108-100%$5.8M———
Sphera Funds Management Ltd.
N/A—120,677-120,677-100%$5.8M———
Northwestern Mutual Wealth Management Co
N/A—118,807-118,807-100%$5.7M———
Hantz Financial Services, Inc.
N/A—117,306-117,306-100%$5.6M———
Captrust Financial Advisors
N/A—116,809-116,809-100%$5.6M———
Saturna Capital Corp
N/A—116,291-116,291-100%$5.5M———
Palisade Capital Management, LP
N/A—113,575-113,575-100%$5.4M———
Deutsche Bank Ag\
N/A—111,505-111,505-100%$5.3M———
Brown Advisory Inc
N/A—110,470-110,470-100%$5.3M———
Foresight Group Ltd Liability Partnership
N/A—109,935-109,935-100%$5.3M———
Callan Family Office, LLC
N/A—108,820-108,820-100%$5.2M———
McMillan Office, Inc.
N/A—107,419-107,419-100%$5.1M———
&partners
N/A—107,331-107,331-100%$5.1M———
Laird Norton Wetherby Trust Company, LLC
N/A—106,341-106,341-100%$5.1M———
Caption Management, LLC
N/A—103,132-103,132-100%$4.9M———
Capital Research Global Investors
N/A—103,059-103,059-100%$5.0M———
FourThought Financial Partners, LLC
N/A—102,109-102,109-100%$4.9M———
Arrow Capital Pty Ltd
N/A—100,000-100,000-100%$4.8M———
Diadema Partners LP
N/A—100,000-100,000-100%$4.8M———
Lester Murray Antman dba SimplyRich
N/A—97,277-97,277-100%$4.7M———
Glenmede Trust Co NA
N/A—95,969-95,969-100%$4.6M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—95,475-95,475-100%$4.6M———
M. Kulyk & Associates, LLC
N/A—93,400-93,400-100%$4.5M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—92,930-92,930-100%$4.5M———
Militia Capital Management LLC
N/A—91,600-91,600-100%$4.4M———
Neuberger Berman Group LLC
N/A—88,604-88,604-100%$4.2M———
Headinvest, LLC
N/A—88,590-88,590-100%$4.2M———
Advisory Services Network, LLC
N/A—87,434-87,434-100%$4.2M———
Banco Santander, S.A.
N/A—87,071-87,071-100%$4.2M———
Bulltick Wealth Management, LLC
N/A—86,080-86,080-100%$4.1M———
Boothbay Fund Management, LLC
N/A—85,387-85,387-100%$4.1M———
Landscape Capital Management, L.L.C.
N/A—84,495-84,495-100%$4.1M———
Vident Advisory, LLC
N/A—83,871-83,871-100%$4.0M———
Arkadios Wealth Advisors
N/A—81,734-81,734-100%$3.9M———
WealthTrust Axiom LLC
N/A—81,667-81,667-100%$3.9M———
Peloton Wealth Strategists
N/A—78,630-78,630-100%$3.8M———
Peapack Gladstone Financial Corp
N/A—78,574-78,574-100%$3.8M———
ST Germain D J Co Inc
N/A—78,302-78,302-100%$3.8M———
Stratos Wealth Partners, Ltd.
N/A—76,547-76,547-100%$3.7M———
Tidal Investments LLC
N/A—75,790-75,790-100%$3.6M———
EFG International AG
N/A—75,252-75,252-100%$3.6M———
Tevis Investment Management
N/A—75,115-75,115-100%$3.6M———
GTS Securities LLC
N/A—75,048-75,048-100%$3.6M———
NewEdge Advisors, LLC
N/A—74,834-74,834-100%$3.6M———
Lafayette Investments, Inc.
N/A—73,499-73,499-100%$3.5M———
Fortis Group Advisors, LLC
N/A—72,916-72,916-100%$3.5M———
Mutual Advisors, LLC
N/A—72,417-72,417-100%$3.5M———
Auxano Advisors, LLC
N/A—71,867-71,867-100%$3.4M———
New York State Common Retirement Fund
N/A—71,765-71,765-100%$3.4M———
Aperture Investors, LLC
N/A—70,439-70,439-100%$3.4M———
Borer Denton & Associates, Inc.
N/A—70,247-70,247-100%$3.4M———
Fiduciary Trust Co
N/A—69,163-69,163-100%$3.3M———
Thompson Siegel & Walmsley LLC
N/A—67,962-67,962-100%$3.3M———
Lighthouse Investment Partners, LLC
N/A—67,554-67,554-100%$3.2M———
Clearbridge Investments, LLC
N/A—67,393-67,393-100%$3.2M———
Empowered Funds, LLC
N/A—66,290-66,290-100%$3.2M———
Bank Hapoalim BM
N/A—65,863-65,863-100%$3.2M———
EagleClaw Capital Managment, LLC
N/A—63,650-63,650-100%$3.1M———
Rock Springs Capital Management LP
N/A—63,500-63,500-100%$3.0M———
Group One Trading LLC
N/A—63,042-63,042-100%$3.0M———
NewEdge Wealth, LLC
N/A—60,632-60,632-100%$2.9M———
Ritholtz Wealth Management
N/A—60,219-60,219-100%$2.9M———
Steward Partners Investment Advisory, LLC
N/A—60,194-60,194-100%$2.9M———
Stelac Advisory Services LLC
N/A—60,105-60,105-100%$2.9M———
Dkrt Investments Corp.
N/A—60,000-60,000-100%$2.9M———
XY Capital Ltd
N/A—59,048-59,048-100%$2.8M———
Savant Capital, LLC
N/A—59,020-59,020-100%$2.6M———
Annis Gardner Whiting Capital Advisors, LLC
N/A—58,858-58,858-100%$2.8M———
SSA Swiss Advisors AG
N/A—58,536-58,536-100%$2.8M———
Equitable Holdings, Inc.
N/A—58,349-58,349-100%$2.8M———
Rathbones Group PLC
N/A—57,524-57,524-100%$2.8M———
Three Bridge Wealth Advisors, LLC
N/A—56,733-56,733-100%$2.7M———
Merit Financial Group, LLC
N/A—54,673-54,673-100%$2.6M———
Financial Gravity Companies, Inc.
N/A—54,637-54,637-100%$2.6M———
Rhumbline Advisers
N/A—54,508-54,508-100%$2.6M———
Private Advisor Group, LLC
N/A—54,474-54,474-100%$2.6M———
UMB Bank, n.a.
N/A—54,146-54,146-100%$2.6M———
IEQ Capital, LLC
N/A—53,467-53,467-100%$2.6M———
AE Wealth Management LLC
N/A—52,990-52,990-100%$2.5M———
MAI Capital Management
N/A—52,885-52,885-100%$2.5M———
Northstar Asset Management Inc
N/A—51,796-51,796-100%$2.5M———
Blair William & Co
N/A—51,709-51,709-100%$2.5M———
Hodges Capital Management Inc.
N/A—51,300-51,300-100%$2.5M———
Bleakley Financial Group, LLC
N/A—50,970-50,970-100%$2.4M———
UBS Asset Management Americas LLC
N/A—49,624-49,624-100%$2.4M———
Pine Valley Investments Ltd Liability Co
N/A—48,469-48,469-100%$2.3M———
XTX Topco Ltd
N/A—48,420-48,420-100%$2.3M———
Ameritas Advisory Services, LLC
N/A—48,394-48,394-100%$2.3M———
Capstone Investment Advisors, LLC
N/A—47,778-47,778-100%$2.3M———
Optiver Holding B.V.
N/A—47,719-47,719-100%$2.3M———
Harbour Investment Management LLC
N/A—47,650-47,650-100%$2.3M———
Bradley Foster & Sargent Inc
N/A—46,963-46,963-100%$2.3M———
Sequoia Financial Advisors, LLC
N/A—46,177-46,177-100%$2.2M———
Benjamin Edwards Inc
N/A—45,758-45,758-100%$2.2M———
Oversea-Chinese Banking Corp Ltd
N/A—45,483-45,483-100%$2.2M———
Caprock Group, LLC
N/A—45,422-45,422-100%$2.2M———
Longitude (Cayman) Ltd.
N/A—45,000-45,000-100%$2.2M———
Aurora Investment Counsel
N/A—44,484-44,484-100%$2.1M———
Coldstream Capital Management Inc
N/A—44,005-44,005-100%$2.1M———
Wilson & Boucher Capital Management, LLC
N/A—42,998-42,998-100%$2.1M———
1832 Asset Management L.P.
N/A—42,922-42,922-100%$2.1M———
Rodgers Brothers Inc.
N/A—42,450-42,450-100%$2.0M———
Manhattan West Asset Management, LLC
N/A—42,249-42,249-100%$2.0M———
Voya Investment Management LLC
N/A—42,175-42,175-100%$2.0M———
Snowden Capital Advisors LLC
N/A—41,480-41,480-100%$2.0M———
Beacon Pointe Advisors, LLC
N/A—41,249-41,249-100%$2.0M———
Advisors Asset Management, Inc.
N/A—41,171-41,171-100%$2.0M———
North Star Asset Management Inc
N/A—40,676-40,676-100%$2.0M———
Weiss Asset Management LP
N/A—40,080-40,080-100%$1.9M———
Destination Wealth Management
N/A—39,942-39,942-100%$1.9M———
M&T Bank Corp
N/A—39,940-39,940-100%$1.9M———
Ballentine Partners, LLC
N/A—39,607-39,607-100%$1.9M———
Greenline Partners, LLC
N/A—39,476-39,476-100%$1.9M———
Bartlett & Co. Wealth Management LLC
N/A—39,312-39,312-100%$1.9M———
Naviter Wealth, LLC
N/A—39,243-39,243-100%$1.9M———
GeoWealth Management, LLC
N/A—38,770-38,770-100%$1.9M———
Allworth Financial LP
N/A—38,586-38,586-100%$1.8M———
Fifth Third Bancorp
N/A—38,132-38,132-100%$1.8M———
Orion Porfolio Solutions, LLC
N/A—37,496-37,496-100%$1.8M———
Freestone Capital Holdings, LLC
N/A—37,304-37,304-100%$1.8M———
Boston Family Office LLC
N/A—36,941-36,941-100%$1.8M———
Clearstead Advisors, LLC
N/A—36,875-36,875-100%$1.8M———
RWA Wealth Partners, LLC
N/A—36,663-36,663-100%$1.8M———
Evelyn Partners Group Ltd
N/A—36,496-36,496-100%$1.7M———
Panagora Asset Management Inc
N/A—36,140-36,140-100%$1.7M———
Dorsey & Whitney Trust Co LLC
N/A—35,574-35,574-100%$1.7M———
Loudon Investment Management, LLC
N/A—35,308-35,308-100%$1.7M———
Pinnacle Financial Partners, Inc.
N/A—34,932-34,932-100%$1.7M———
Barometer Capital Management Inc.
N/A—34,700-34,700-100%$1.7M———
Intellectus Partners, LLC
N/A—33,631-33,631-100%$1.6M———
First Trust Advisors LP
N/A—33,312-33,312-100%$1.6M———
Savvy Advisors, Inc.
N/A—33,310-33,310-100%$1.6M———
Garrison Point Advisors, LLC
N/A—33,268-33,268-100%$1.6M———
Summit Trail Advisors, LLC
N/A—33,186-33,186-100%$1.6M———
Compound Planning, Inc.
N/A—33,152-33,152-100%$1.6M———
Mosaic Family Wealth Partners, LLC
N/A—32,940-32,940-100%$1.6M———
Roundview Capital LLC
N/A—32,028-32,028-100%$1.5M———
Guggenheim Capital LLC
N/A—31,709-31,709-100%$1.5M———
Naples Global Advisors, LLC
N/A—30,920-30,920-100%$1.5M———
Cresset Asset Management, LLC
N/A—30,890-30,890-100%$1.5M———
Banque Cantonale Vaudoise
N/A—30,296-30,296-100%$1.5M———
Point72 Asset Management, L.P.
N/A—29,198-29,198-100%$1.4M———
Independent Advisor Alliance
N/A—29,184-29,184-100%$1.4M———
Limestone Investment Advisors LP
N/A—29,130-29,130-100%$1.4M———
Graham Capital Management, L.P.
N/A—29,113-29,113-100%$1.4M———
Harbour Investments, Inc.
N/A—28,912-28,912-100%$1.4M———
Kayne Anderson Rudnick Investment Management LLC
N/A—28,829-28,829-100%$1.4M———
Ingalls & Snyder LLC
N/A—28,817-28,817-100%$1.4M———
Meridian Management Co
N/A—28,774-28,774-100%$1.4M———
EP Wealth Advisors, LLC
N/A—28,562-28,562-100%$1.4M———
Global Retirement Partners, LLC
N/A—28,487-28,487-100%$1.4M———
Principal Securities, Inc.
N/A—27,572-27,572-100%$1.3M———
Aureus Asset Management, LLC
N/A—27,220-27,220-100%$1.3M———
Florida Trust Wealth Management Co
N/A—27,100-27,100-100%$1.3M———
Adar1 Capital Management, LLC
N/A—27,000-27,000-100%$1.3M———
Lowe Brockenbrough & Co Inc
N/A—26,886-26,886-100%$1.3M———
Richard W. Paul & Associates, LLC
N/A—26,795-26,795-100%$1.3M———
Choate Investment Advisors
N/A—26,334-26,334-100%$1.3M———
IHT Wealth Management, LLC
N/A—26,047-26,047-100%$1.2M———
Nwam LLC
N/A—25,916-25,916-100%$1.2M———
Roberts Glore & Co Inc
N/A—25,727-25,727-100%$1.2M———
Persistent Asset Partners Ltd
N/A—25,600-25,600-100%$1.2M———
Capital Advisors Inc
N/A—25,516-25,516-100%$1.2M———
Victory Capital Management Inc
N/A—25,317-25,317-100%$1.2M———
LHM, Inc.
N/A—25,105-25,105-100%$1.2M———
CIBC Bancorp USA Inc.
N/A—25,096-25,096-100%$1.2M———
Venturi Wealth Management, LLC
N/A—24,965-24,965-100%$1.2M———
Performance Wealth Partners, LLC
N/A—24,964-24,964-100%$1.2M———
Stephens Inc
N/A—24,925-24,925-100%$1.2M———
Birchview Capital, LP
N/A—24,000-24,000-100%$1.2M———
Annandale Capital, LLC
N/A—24,000-24,000-100%$1.2M———
Brown Brothers Harriman & Co
N/A—23,925-23,925-100%$1.1M———
Vista Investment Management
N/A—23,666-23,666-100%$1.1M———
Hikari Tsushin, Inc.
N/A—23,512-23,512-100%$1.1M———
OAK Associates LTD
N/A—23,467-23,467-100%$1.1M———
Qtron Investments LLC
N/A—23,127-23,127-100%$1.1M———
Texas Yale Capital Corp.
N/A—22,899-22,899-100%$1.1M———
Squarepoint Ops LLC
N/A—22,631-22,631-100%$1.1M———
Tiaa Wealth Investment Management LLC
N/A—22,279-22,279-100%$1.1M———
Roehl & Yi Investment Advisors, LLC
N/A—22,077-22,077-100%$1.1M———
Centiva Capital, LP
N/A—22,000-22,000-100%$1.1M———
Integrated Wealth Concepts LLC
N/A—21,233-21,233-100%$1.0M———
Joel Isaacson & Co., LLC
N/A—21,026-21,026-100%$1.0M———
First Dallas Securities Inc.
N/A—20,967-20,967-100%$1.0M———
Baldwin Investment Management, LLC
N/A—20,958-20,958-100%$1.0M———
Cedar Wealth Management, LLC
N/A—20,828-20,828-100%$998.5K———
Moors & Cabot, Inc.
N/A—20,331-20,331-100%$974.7K———
Raelipskie Partnership
N/A—20,166-20,166-100%$966.8K———
IQ EQ Fund Management (Singapore) Private Ltd
N/A—20,000-20,000-100%$941.6K———
Capital International Sarl
N/A—19,961-19,961-100%$956.9K———
Argent Trust Co
N/A—19,937-19,937-100%$955.8K———
Rehmann Capital Advisory Group
N/A—19,758-19,758-100%$947.2K———
Trillium Asset Management, LLC
N/A—19,689-19,689-100%$943.9K———
Ballast Advisors LLC
N/A—19,653-19,653-100%$942.2K———
Donaldson Capital Management, LLC
N/A—19,465-19,465-100%$933.2K———
Checchi Capital Advisers, LLC
N/A—19,363-19,363-100%$928.3K———
Commerce Bank
N/A—18,568-18,568-100%$890.1K———
Logan Capital Management Inc
N/A—18,512-18,512-100%$887.5K———
Personal CFO Solutions, LLC
N/A—18,427-18,427-100%$883.4K———
Banco de Sabadell, S.a
N/A—18,330-18,330-100%$882.0K———
Fairfield, Bush & Co.
N/A—18,073-18,073-100%$866.4K———
National Philanthropic Trust
N/A—17,646-17,646-100%$845.9K———
HBK Sorce Advisory LLC
N/A—17,615-17,615-100%$784.4K———
PCM Encore, LLC
N/A—17,502-17,502-100%$839.0K———
Pure Financial Advisors, LLC
N/A—16,779-16,779-100%$804.4K———
OneDigital Investment Advisors LLC
N/A—16,584-16,584-100%$795.0K———
Fairview Capital Investment Management, LLC
N/A—16,570-16,570-100%$794.4K———
J.W. Cole Advisors, Inc.
N/A—16,315-16,315-100%$782.1K———
Great Valley Advisor Group, Inc.
N/A—16,244-16,244-100%$778.7K———
Wealthspire Advisors, LLC
N/A—16,207-16,207-100%$776.9K———
Envestnet Portfolio Solutions, Inc.
N/A—16,205-16,205-100%$776.9K———
Ironwood Investment Management LLC
N/A—16,058-16,058-100%$769.8K———
World Investment Advisors
N/A—15,897-15,897-100%$610.5K———
Invst, LLC
N/A—15,807-15,807-100%$757.8K———
Two Sigma Investments, LP
N/A—15,800-15,800-100%$757.5K———
LOM Asset Management Ltd
N/A—15,713-15,713-100%$753.3K———
PFG Investments, LLC
N/A—15,644-15,644-100%$750.0K———
Flow Traders U.S. LLC
N/A—15,604-15,604-100%$748.0K———
Westfield Capital Management Co LP
N/A—15,599-15,599-100%$747.8K———
Icon Wealth Advisors, LLC
N/A—15,484-15,484-100%$742.3K———
Ellevest, Inc.
N/A—15,373-15,373-100%$759.6K———
Horizon Kinetics Asset Management LLC
N/A—15,350-15,350-100%$735.9K———
Atlantic Union Bankshares Corp
N/A—15,203-15,203-100%$728.8K———
Foundations Investment Advisors, LLC
N/A—15,082-15,082-100%$723.0K———
White Knight Strategic Wealth Advisors, LLC
N/A—14,848-14,848-100%$711.8K———
Western Wealth Management, LLC
N/A—14,714-14,714-100%$705.4K———
Mmbg Investment Advisors Co.
N/A—14,630-14,630-100%$701.4K———
Red Door Wealth Management, LLC
N/A—14,577-14,577-100%$698.8K———
Intesa Sanpaolo S.p.A.
N/A—14,325-14,325-100%$686.7K———
Kintra Wealth, LLC
N/A—14,248-14,248-100%$665.6K———
Johnson Investment Counsel Inc
N/A—14,055-14,055-100%$673.8K———
Wealthfront Advisers LLC
N/A—14,049-14,049-100%$673.5K———
Bank of Hawaii
N/A—14,016-14,016-100%$671.9K———
Smartleaf Asset Management LLC
N/A—13,470-13,470-100%$651.1K———
PAX Financial Group, LLC
N/A—13,437-13,437-100%$644.2K———
Stevens Capital Management LP
N/A—13,363-13,363-100%$641.0K———
Schonfeld Strategic Advisors LLC
N/A—12,964-12,964-100%$621.5K———
Silver OAK Securities, Incorporated
N/A—12,911-12,911-100%$619.0K———
PeakShares LLC
N/A—12,642-12,642-100%$606.1K———
Aptus Capital Advisors, LLC
N/A—12,575-12,575-100%$602.8K———
NorthRock Partners, LLC
N/A—12,559-12,559-100%$602.1K———
Anchor Investment Management, LLC
N/A—12,557-12,557-100%$602.0K———
Summit Financial, LLC
N/A—12,531-12,531-100%$600.7K———
Alliancebernstein L.P.
N/A—12,501-12,501-100%$459.4K———
WJ Financial Advisors LLC
N/A—12,400-12,400-100%$594.5K———
Holderness Investments Co
N/A—12,369-12,369-100%$593.0K———
Sankala Group LLC
N/A—12,306-12,306-100%$564.1K———
Delaney Dennis R
N/A—12,250-12,250-100%$587.3K———
Christine Messmer PC
N/A—12,187-12,187-100%$584.2K———
Carson Advisory Inc.
N/A—12,143-12,143-100%$582.1K———
Alexander Labrunerie & Co., Inc.
N/A—12,077-12,077-100%$579.0K———
Motco
N/A—12,075-12,075-100%$578.9K———
Jacobi Capital Management LLC
N/A—12,058-12,058-100%$578.1K———
Modern Wealth Management, LLC
N/A—11,420-11,420-100%$547.5K———
Bridgewater Advisors Inc.
N/A—11,380-11,380-100%$535.9K———
Rothschild Investment LLC
N/A—11,297-11,297-100%$541.6K———
SouthState Bank Corp
N/A—11,253-11,253-100%$539.5K———
Dynasty Wealth Management, LLC
N/A—11,125-11,125-100%$533.3K———
Saranac Partners Ltd
N/A—11,090-11,090-100%$531.7K———
BFC Planning, Inc.
N/A—11,060-11,060-100%$530.2K———
Spartan Wealth Advisory Services LLC
N/A—11,041-11,041-100%$529.3K———
Composition Wealth, LLC
N/A—11,005-11,005-100%$527.6K———
CMT Capital Markets Trading GmbH
N/A—10,978-10,978-100%$526.0K———
Basecamp Wealth Advisors LLC
N/A—10,958-10,958-100%$525.3K———
Diamant Asset Management, Inc.
N/A—10,920-10,920-100%$523.5K———
Innovative Asset Advisors Group, LLC
N/A—10,900-10,900-100%$522.5K———
HighPoint Advisor Group LLC
N/A—10,863-10,863-100%$520.8K———
Insigneo Advisory Services, LLC
N/A—10,851-10,851-100%$520.2K———
Spinnaker Trust
N/A—10,772-10,772-100%$516.4K———
Huntington National Bank
N/A—10,727-10,727-100%$514.3K———
Advisory Advocates, LLC
N/A—10,641-10,641-100%$510.1K———
Frec Markets, Inc.
N/A—10,345-10,345-100%$495.9K———
Legacy Capital Group California, Inc.
N/A—10,299-10,299-100%$493.7K———
FLC Capital Advisors
N/A—9,824-9,824-100%$471.0K———
Baader Bank Aktiengesellschaft
N/A—9,800-9,800-100%$469.8K———
Hexagon Capital Partners LLC
N/A—9,784-9,784-100%$469.0K———
Engineers Gate Manager LP
N/A—9,751-9,751-100%$467.5K———
Karani Asset Management LLC
N/A—9,709-9,709-100%$465.4K———
Allied Private Wealth LLC
N/A—9,681-9,681-100%$473.3K———
Rexford Capital Inc
N/A—9,654-9,654-100%$462.8K———
Waverly Advisors, LLC
N/A—9,554-9,554-100%$458.0K———
Essex Financial Services, Inc.
N/A—9,550-9,550-100%$457.8K———
WFA of San Diego, LLC
N/A—9,470-9,470-100%$442.4K———
West Family Investments, Inc.
N/A—9,435-9,435-100%$452.3K———
Klingenstein Fields & Co LP
N/A—9,380-9,380-100%$449.7K———
Cannell & Spears LLC
N/A—9,329-9,329-100%$447.2K———
Stokes Family Office, LLC
N/A—9,322-9,322-100%$446.9K———
One Capital Management, LLC
N/A—9,298-9,298-100%$341.7K———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—9,169-9,169-100%$439.6K———
New Vernon Investment Management LLC
N/A—9,100-9,100-100%$436.3K———
Quotient Wealth Partners, LLC
N/A—8,989-8,989-100%$430.9K———
Penserra Capital Management LLC
N/A—8,881-8,881-100%$425.0K———
Schroder Investment Management Group
N/A—8,806-8,806-100%$425.7K———
Hemenway Trust Co LLC
N/A—8,774-8,774-100%$420.6K———
1776 Wealth LLC
N/A—8,711-8,711-100%$417.6K———
Capital Markets Trading UK LLP
N/A—8,679-8,679-100%$416.0K———
Curi Capital, LLC
N/A—8,630-8,630-100%$413.7K———
Syon Capital LLC
N/A—8,565-8,565-100%$410.6K———
Bayesian Capital Management, LP
N/A—8,500-8,500-100%$407.5K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—8,361-8,361-100%$400.8K———
Cofg Advisors, LLC
N/A—8,222-8,222-100%$394.2K———
Heritage Trust Co
N/A—8,216-8,216-100%$393.9K———
Diversified Trust Co
N/A—8,122-8,122-100%$389.4K———
Banque Transatlantique SA
N/A—8,088-8,088-100%$388.2K———
CreativeOne Wealth, LLC
N/A—8,049-8,049-100%$385.9K———
Townsquare Capital LLC
N/A—8,005-8,005-100%$383.8K———
Laraway Financial Advisors Inc
N/A—7,906-7,906-100%$379.0K———
Guardian Wealth Advisors, LLC / NC
N/A—7,718-7,718-100%$370.0K———
SCS Capital Management LLC
N/A—7,711-7,711-100%$369.7K———
Stratos Wealth Advisors, LLC
N/A—7,699-7,699-100%$369.1K———
New Republic Capital, LLC
N/A—7,689-7,689-100%$368.6K———
Bessemer Group Inc
N/A—7,630-7,630-100%$366.0K———
Polymer Capital Management (HK) LTD
N/A—7,623-7,623-100%$365.4K———
Perennial Investment Advisors, LLC
N/A—7,554-7,554-100%$362.1K———
R Squared Ltd
N/A—7,495-7,495-100%$359.3K———
Channel Wealth LLC
N/A—7,490-7,490-100%$359.1K———
Chevy Chase Trust Holdings, LLC
N/A—7,440-7,440-100%$356.7K———
Strive Financial Group,LLC
N/A—7,335-7,335-100%$351.6K———
Sittner & Nelson, LLC
N/A—7,323-7,323-100%$351.1K———
Focus Partners Advisor Solutions, LLC
N/A—7,299-7,299-100%$350.0K———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—7,293-7,293-100%$349.6K———
Kingsview Wealth Management, LLC
N/A—7,265-7,265-100%$348.3K———
Peak Asset Management, LLC
N/A—7,200-7,200-100%$345.2K———
Institute for Wealth Management, Llc.
N/A—7,044-7,044-100%$337.7K———
Bridges Investment Management Inc
N/A—7,011-7,011-100%$336.1K———
LRI Investments, LLC
N/A—6,877-6,877-100%$329.7K———
Natural Investments, LLC
N/A—6,831-6,831-100%$327.0K———
TRB Wealth Management, LLC
N/A—6,798-6,798-100%$325.9K———
TritonPoint Partners, LLC
N/A—6,771-6,771-100%$324.6K———
Octavia Wealth Advisors, LLC
N/A—6,751-6,751-100%$323.6K———
Texas Capital Bank Wealth Management Services Inc
N/A—6,745-6,745-100%$323.4K———
Calydon Capital
N/A—6,721-6,721-100%$322.2K———
Flatrock Wealth Partners LLC
N/A—6,706-6,706-100%$321.5K———
Rock Point Advisors, LLC
N/A—6,700-6,700-100%$321.2K———
Clearstead Trust, LLC
N/A—6,678-6,678-100%$320.1K———
DRW Securities, LLC
N/A—6,628-6,628-100%$317.7K———
Ridge Creek Global, Inc
N/A—6,610-6,610-100%$316.9K———
Cary Street Partners Financial LLC
N/A—6,599-6,599-100%$316.3K———
AlTi Global, Inc.
N/A—6,590-6,590-100%$315.9K———
Garden State Investment Advisory Services LLC
N/A—6,526-6,526-100%$312.9K———
Canal Capital Management, LLC
N/A—6,524-6,524-100%$312.7K———
Resources Management Corp
N/A—6,500-6,500-100%$311.6K———
Coastal Bridge Advisors, LLC
N/A—6,495-6,495-100%$311.4K———
Marco Investment Management LLC
N/A—6,450-6,450-100%$309.2K———
Centaurus Financial, Inc.
N/A—6,365-6,365-100%$305.0K———
Ausdal Financial Partners, Inc.
N/A—6,315-6,315-100%$302.8K———
Magnetar Financial LLC
N/A—6,187-6,187-100%$296.6K———
Kovack Advisors, Inc.
N/A—6,144-6,144-100%$297.6K———
Berkeley Capital Partners, LLC
N/A—6,115-6,115-100%$293.2K———
Cabot Wealth Management Inc
N/A—6,083-6,083-100%$291.6K———
Nykredit A/S
N/A—6,026-6,026-100%$288.9K———
Amundi
N/A—6,000-6,000-100%$287.6K———
Evergreen Wealth Management, LLC
N/A—5,997-5,997-100%$287.5K———
Zuckerman Investment Group, LLC
N/A—5,967-5,967-100%$286.1K———
Mayflower Financial Advisors, LLC
N/A—5,962-5,962-100%$285.8K———
Sivia Capital Partners, LLC
N/A—5,910-5,910-100%$283.3K———
Sharp Wealth Advisory, LLC
N/A—5,900-5,900-100%$282.8K———
Cambria Investment Management, L.P.
N/A—5,874-5,874-100%$281.6K———
Prospect Financial Services LLC
N/A—5,843-5,843-100%$280.1K———
Schnieders Capital Management, Llc.
N/A—5,751-5,751-100%$275.7K———
Moneta Group Investment Advisors LLC
N/A—5,679-5,679-100%$272.3K———
Marshall Financial Group, LLC
N/A—5,607-5,607-100%$268.8K———
Geneos Wealth Management Inc.
N/A—5,580-5,580-100%$267.5K———
Hilltop Holdings Inc.
N/A—5,545-5,545-100%$265.8K———
Wellington Grp LLC
N/A—5,491-5,491-100%$201.8K———
PMV Capital Advisers, LLC
N/A—5,464-5,464-100%$261.9K———
Hudson Portfolio Management LLC
N/A—5,415-5,415-100%$259.6K———
Elm Partners Management LLC
N/A—5,330-5,330-100%$252.5K———
Samjo Management, LLC
N/A—5,200-5,200-100%$249.3K———
WNY Asset Management, LLC
N/A—5,198-5,198-100%$249.2K———
Red Wave Investments LLC
N/A—5,149-5,149-100%$246.8K———
Keebeck Wealth Management
N/A—5,134-5,134-100%$246.1K———
Novare Capital Management LLC
N/A—5,123-5,123-100%$245.6K———
Broderick Brian C
N/A—5,065-5,065-100%$242.8K———
STG Securities, LLC
N/A—5,059-5,059-100%$242.5K———
Accretive Wealth Partners, LLC
N/A—5,045-5,045-100%$241.9K———
Cladis Investment Advisory, LLC
N/A—5,000-5,000-100%$239.7K———
Calton & Associates, Inc.
N/A—4,973-4,973-100%$238.4K———
Intrust Bank NA
N/A—4,947-4,947-100%$237.2K———
Aberdeen Wealth Management LLC
N/A—4,946-4,946-100%$237.1K———
Fortress Private Ledger, LLC
N/A—4,940-4,940-100%$236.8K———
Somerville Kurt F
N/A—4,825-4,825-100%$231.3K———
Prelude Capital Management, LLC
N/A—4,816-4,816-100%$230.9K———
Dakota Wealth Management
N/A—4,809-4,809-100%$230.5K———
Capital Group Private Client Services, Inc.
N/A—4,780-4,780-100%$229.2K———
OneAscent Family Office, LLC
N/A—4,773-4,773-100%$228.8K———
Everest Financial Group LLC
N/A—4,766-4,766-100%$228.5K———
Gotham Asset Management, LLC
N/A—4,758-4,758-100%$228.1K———
Avise Financial Cooperative, Inc.
N/A—4,728-4,728-100%$226.7K———
CoreFirst Bank & Trust
N/A—4,723-4,723-100%$226.4K———
Cozad Asset Management Inc
N/A—4,680-4,680-100%$224.4K———
First Manhattan Co. Llc.
N/A—4,673-4,673-100%$224.0K———
LM Advisors LLC
N/A—4,655-4,655-100%$223.0K———
Valmark Advisers, Inc.
N/A—4,638-4,638-100%$222.3K———
Empower Advisory Group, LLC
N/A—4,632-4,632-100%$222.1K———
Hardy Reed LLC
N/A—4,546-4,546-100%$217.9K———
Sargent Investment Group, LLC
N/A—4,524-4,524-100%$216.9K———
Belpointe Asset Management LLC
N/A—4,510-4,510-100%$216.2K———
Chancellor Financial Group WB LP
N/A—4,500-4,500-100%$215.7K———
First Financial Bankshares Inc
N/A—4,445-4,445-100%$213.1K———
Range Advisory, LLC
N/A—4,440-4,440-100%$212.9K———
Wealthspire Retirement, LLC
N/A—4,419-4,419-100%$211.8K———
Flputnam Investment Management Co
N/A—4,387-4,387-100%$210.3K———
GWN Securities Inc.
N/A—4,372-4,372-100%$209.6K———
Winthrop Capital Management, LLC
N/A—4,371-4,371-100%$210.0K———
Keystone Financial Group
N/A—4,320-4,320-100%$207.1K———
Painted Porch Advisors LLC
N/A—4,312-4,312-100%$206.7K———
Mission Creek Capital Partners, Inc.
N/A—4,300-4,300-100%$206.1K———
Signet Private Wealth LLC
N/A—4,268-4,268-100%$204.6K———
Gambit Capital Management, LLC
N/A—4,260-4,260-100%$204.2K———
Central Trust Co
N/A—4,201-4,201-100%$201.4K———
Purpose Unlimited Inc.
N/A—3,739-3,739-100%$179.2K———
Keating Financial Advisory Services, Inc.
N/A—3,661-3,661-100%$175.5K———
Colonial Trust Advisors
N/A—3,581-3,581-100%$171.7K———
Webster Bank, N. A.
N/A—3,402-3,402-100%$163.1K———
Ancora Advisors LLCA
N/A—3,102-3,102-100%$148.7K———
Transamerica Financial Advisors, LLC
N/A—3,049-3,049-100%$146.2K———
BOK Financial Private Wealth, Inc.
N/A—2,829-2,829-100%$135.6K———
Migdal Insurance & Financial Holdings Ltd.
N/A—2,780-2,780-100%$133.3K———
Boreal Capital Management LLC
N/A—2,751-2,751-100%$131.9K———
Cary Street Partners Investment Advisory LLC
N/A—2,731-2,731-100%$130.9K———
Schrum Private Wealth Management LLC
N/A—2,402-2,402-100%$342.9K———
Wellington-Altus USA Inc.
N/A—2,400-2,400-100%$88.2K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—2,212-2,212-100%$106.0K———
Pingora Partners LLC
N/A—2,200-2,200-100%$105.5K———
Kerr Financial Planning Corp
N/A—2,150-2,150-100%$103.1K———
HM Payson & Co
N/A—2,131-2,131-100%$102.2K———
Westerkirk Capital Inc.
N/A—2,128-2,128-100%$102.0K———
Parvin Asset Management, LLC
N/A—2,015-2,015-100%$96.6K———
Avalon Trust Co
N/A—2,000-2,000-100%$95.9K———
Strategic Wealth Partners, Ltd.
N/A—1,996-1,996-100%$95.7K———
Dunhill Financial, LLC
N/A—1,972-1,972-100%$94.6K———
Havemeyer Place LP
N/A—1,870-1,870-100%$89.6K———
Fiduciary Financial Advisors
N/A—1,850-1,850-100%$88.4K———
Hollencrest Capital Management
N/A—1,841-1,841-100%$88.3K———
Aventura Private Wealth, LLC
N/A—1,760-1,760-100%$84.4K———
Corient IA LP
N/A—1,750-1,750-100%$83.9K———
Ameriflex Group, Inc.
N/A—1,684-1,684-100%$80.7K———
N.E.W. Advisory Services LLC
N/A—1,586-1,586-100%$76.0K———
Brentview Investment Management LLC
N/A—1,579-1,579-100%$75.7K———
SHP Wealth Management
N/A—1,574-1,574-100%$75.5K———
Truvestments Capital LLC
N/A—1,527-1,527-100%$73.2K———
Philadelphia Investment Partners, LLC
N/A—1,486-1,486-100%$71.2K———
Elequin Capital, LP
N/A—1,417-1,417-100%$67.9K———
First Command Advisory Services, Inc.
N/A—1,395-1,395-100%$66.9K———
Crewe Advisors LLC
N/A—1,372-1,372-100%$65.8K———
S&T Bank
N/A—1,300-1,300-100%$62.3K———
IFG Advisory, LLC
N/A—1,180-1,180-100%$56.6K———
Vanguard National Trust Co
N/A—1,118-1,118-100%$53.6K———
Heritage Wealth Advisors
N/A—1,050-1,050-100%$50.3K———
Bruce G. Allen Investments, LLC
N/A—987-987-100%$47.3K———
Glen Eagle Advisors, LLC
N/A—953-953-100%$45.7K———
Frazier Financial Advisors, LLC
N/A—935-935-100%$44.8K———
Colonial Trust Co / SC
N/A—899-899-100%$43.1K———
Ritter Daniher Financial Advisory LLC / de
N/A—895-895-100%$42.9K———
Bogart Wealth, LLC
N/A—868-868-100%$41.6K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—824-824-100%$39.5K———
Medallion Wealth Advisors, LLC
N/A—820-820-100%$39.3K———
Tidemark, LLC
N/A—808-808-100%$38.7K———
Community Bank, N.A.
N/A—806-806-100%$38.6K———
Continuum Advisory, LLC
N/A—788-788-100%$37.8K———
Quent Capital, LLC
N/A—774-774-100%$37.1K———
WealthCollab, LLC
N/A—656-656-100%$31.4K———
Zions Bancorporation, National Association
N/A—644-644-100%$30.9K———
Financial Life Planners
N/A—617-617-100%$29.6K———
GW&K Investment Management, LLC
N/A—601-601-100%$29.0K———
Jackson, Grant Investment Advisers, Inc.
N/A—561-561-100%$26.9K———
JPL Wealth Management, LLC
N/A—526-526-100%$25.2K———
Johnson Financial Group, Inc.
N/A—525-525-100%$25.2K———
E Fund Management (Hong Kong) Co., Ltd.
N/A—524-524-100%$25.1K———
Hurricane Capital Advisors LLC
N/A—519-519-100%$24.9K———
Allianz SE
N/A—506-506-100%$24.3K———
Godfrey Financial Associates, Inc.
N/A—505-505-100%$24.2K———
Chelsea Counsel Co
N/A—500-500-100%$24.0K———
Kilter Group LLC
N/A—492-492-100%$23.6K———
Caldwell Sutter Capital, Inc.
N/A—477-477-100%$22.9K———
Kelly Lawrence W & Associates Inc
N/A—450-450-100%$21.6K———
Private Wealth Asset Management, LLC
N/A—444-444-100%$21.3K———
Lavaca Capital LLC
N/A—440-440-100%$21.1K———
Roble, Belko & Company, Inc
N/A—428-428-100%$21———
Steigerwald, Gordon & Koch Inc.
N/A—414-414-100%$19.8K———
Synergy Investment Management, LLC
N/A—371-371-100%$18.9K———
Raffa Wealth Management, LLC
N/A—365-365-100%$17.5K———
Cornerstone Financial Management LLC
N/A—353-353-100%$16.9K———
Basepoint Wealth LLC
N/A—351-351-100%$16.8K———
VSM Wealth Advisory, LLC
N/A—350-350-100%$16.8K———
Tiaa Trust, National Association
N/A—343-343-100%$16.4K———
Ogorek Anthony Joseph
N/A—340-340-100%$16———
IAG Wealth Partners, LLC
N/A—326-326-100%$15.6K———
Disciplina Capital Management LLC
N/A—317-317-100%$15.2K———
Caitlin John, LLC
N/A—299-299-100%$14.3K———
Stance Capital LLC
N/A—289-289-100%$13.9K———
Vision Retirement, LLC
N/A—286-286-100%$13.7K———
Addison Advisors LLC
N/A—261-261-100%$12.5K———
Mpwm Advisory Solutions, LLC
N/A—260-260-100%$12.5K———
MidFirst Bank
N/A—241-241-100%$11.6K———
Valued Wealth Advisors LLC
N/A—221-221-100%$10.6K———
TD Capital Management LLC
N/A—217-217-100%$10.4K———
Orion Capital Management LLC
N/A—200-200-100%$9.6K———
Graney & King, LLC
N/A—200-200-100%$9.6K———
Delta Asset Management LLC
N/A—200-200-100%$9.6K———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—199-199-100%$9.6K———
Vanguard Advisers Inc
N/A—196-196-100%$9.4K———
Alerus Financial NA
N/A—186-186-100%$8.9K———
Benson Wealth Management Inc
N/A—163-163-100%$7.8K———
NBH Bank
N/A—160-160-100%$7.7K———
Prestige Wealth Management Group LLC
N/A—159-159-100%$7.6K———
Manning & Napier Advisors LLC
N/A—156-156-100%$7.5K———
Greykasell Wealth Strategies, Inc.
N/A—154-154-100%$7.4K———
Turim 21 Investimentos Ltda.
N/A—151-151-100%$7.2K———
Westfuller Advisors, LLC
N/A—150-150-100%$7.2K———
IMA Advisory Services, Inc.
N/A—131-131-100%$6.3K———
Tripletail Wealth Management, LLC
N/A—131-131-100%$6.6K———
CVA Family Office, LLC
N/A—130-130-100%$6.2K———
Bravera Wealth
N/A—121-121-100%$5.8K———
Marshall Investment Management, LLC
N/A—103-103-100%$4.9K———
Forum Finance Group S.A.
N/A—103-103-100%$4———
SOA Wealth Advisors, Llc.
N/A—100-100-100%$4.8K———
Centerpoint Advisors, LLC
N/A—100-100-100%$5———
Capital Analysts, LLC
N/A—100-100-100%$5———
Strategic Investment Solutions, Inc.
N/A—100-100-100%$4.8K———
Fourth Dimension Wealth, LLC
N/A—96-96-100%$4.6K———
Swan Capital LLC
N/A—95-95-100%$4.6K———
HHM Wealth Advisors, LLC
N/A—90-90-100%$4.3K———
PlanVest Financial, Inc
N/A—84-84-100%$4.0K———
Baillie Gifford & Co
N/A—82-82-100%$3.9K———
Winch Advisory Services, LLC
N/A—71-71-100%$3.4K———
PIN OAK Investment Advisors Inc
N/A—70-70-100%$3———
Smithfield Trust Co
N/A—68-68-100%$3———
Peterson Wealth Management
N/A—65-65-100%$3.1K———
NFJ Investment Group, LLC
N/A—63-63-100%$3.0K———
Highland Investment Advisors LLC
N/A—61-61-100%$2.9K———
Bellevue Asset Management, LLC
N/A—58-58-100%$2.8K———
Three Bearings Fiduciary Advisors, Inc.
N/A—54-54-100%$2.6K———
Hamrick Investment Counsel, llc
N/A—50-50-100%$2.4K———
Horizon Investments, LLC
N/A—50-50-100%$2.4K———
Federated Hermes, Inc.
N/A—46-46-100%$2.2K———
Dogwood Wealth Management LLC
N/A—44-44-100%$2.1K———
Riverview Trust Co
N/A—42-42-100%$2.0K———
Coston, McIsaac & Partners
N/A—40-40-100%$1———
Leo H. Evart, Inc.
N/A—39-39-100%$1.9K———
Chesapeake Asset Management LLC
N/A—35-35-100%$1.7K———
Aviso Financial Inc.
N/A—32-32-100%$1.5K———
Game Plan Financial Advisors, LLC
N/A—23-23-100%$1.1K———
Anchor Bay Capital, Inc.
N/A—11-11-100%$526———
Mcguire Capital Advisors Inc
N/A—1-1-100%$48———
Showing 1416 of 1416 institutions