IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Nvidia Corp (NVDA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Geode Capital Management, LLC
INCREASED
Shares613,740,577 from 606,216,492
Change+7,524,085 (+1%)
Value$139.8B (+$18.8B)
Filed 2026-11-06
Bank of New York Mellon Corp
DECREASED
Shares150,056,016 from 152,177,494
Change-2,121,478 (-1%)
Value$34.3B (+$3.8B)
Filed 2026-11-05
Amundi
DECREASED
Shares122,280,020 from 129,523,550
Change-7,243,530 (-6%)
Value$27.9B (+$2.0B)
Filed 2026-11-06
Dimensional Fund Advisors LP
DECREASED
Shares93,916,646 from 94,848,148
Change-931,502 (-1%)
Value$21.4B (+$2.5B)
Filed 2026-11-04
Fisher Asset Management, LLC
INCREASED
Shares92,832,145 from 90,935,947
Change+1,896,198 (+2%)
Value$21.2B (+$3.0B)
Filed 2026-11-06
Deutsche Bank Ag\
DECREASED
Shares91,461,803 from 91,954,159
Change-492,356 (-1%)
Value$20.9B (+$2.5B)
Filed 2026-11-06
Barclays PLC
INCREASED
Shares73,401,778 from 60,797,970
Change+12,603,808 (+21%)
Value$16.8B (+$4.6B)
Filed 2026-11-06
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares62,624,754 from 59,298,961
Change+3,325,793 (+6%)
Value$14.3B (+$2.4B)
Filed 2026-11-05
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares56,536,093 from 58,522,212
Change-1,986,119 (-3%)
Value$12.9B (+$1.2B)
Filed 2026-10-29
Bank of Montreal
INCREASED
Shares54,197,994 from 50,415,330
Change+3,782,664 (+8%)
Value$12.4B (+$2.3B)
Filed 2026-11-09
Citigroup Inc
DECREASED
Shares53,424,815 from 61,302,267
Change-7,877,452 (-13%)
Value$12.2B (-$64.8M)
Filed 2026-11-04
Swedbank AB
DECREASED
Shares43,174,416 from 43,524,689
Change-350,273 (-1%)
Value$9.9B (+$1.2B)
Filed 2026-10-27
Baillie Gifford & Co
INCREASED
Shares42,573,061 from 41,888,806
Change+684,255 (+2%)
Value$9.7B (+$1.3B)
Filed 2026-11-09
Nordea Investment Management AB
INCREASED
Shares39,855,983 from 39,844,770
Change+11,213 (+0%)
Value$9.2B (+$1.3B)
Filed 2026-11-09
Mirabaud Asset Management Ltd
INCREASED
Shares37,824,000 from 40,341
Change+37,783,659 (+93661%)
Value$8.6M (+$728.7K)
Filed 2026-11-09
Principal Financial Group Inc
DECREASED
Shares37,551,290 from 38,405,664
Change-854,374 (-2%)
Value$8.6B (+$891.4M)
Filed 2026-11-02
LPL Financial LLC
INCREASED
Shares35,559,922 from 34,302,392
Change+1,257,530 (+4%)
Value$8.1B (+$1.3B)
Filed 2026-11-06
Sanders Capital, LLC
INCREASED
Shares29,948,467 from 22,560,894
Change+7,387,573 (+33%)
Value$6.8B (+$2.3B)
Filed 2026-11-02
Russell Investments Group, Ltd.
DECREASED
Shares29,721,489 from 29,992,581
Change-271,092 (-1%)
Value$6.8B (+$806.9M)
Filed 2026-11-06
Robeco Institutional Asset Management B.V.
DECREASED
Shares26,255,703 from 26,732,727
Change-477,024 (-2%)
Value$6.0B (+$647.3M)
Filed 2026-10-20
DekaBank Deutsche Girozentrale
INCREASED
Shares24,004,994 from 3,206,912
Change+20,798,082 (+649%)
Value$5.5M (+$4.9M)
Filed 2026-10-27
Bessemer Group Inc
DECREASED
Shares23,846,014 from 23,947,781
Change-101,767 (0%)
Value$5.4M (-$4.8B)
Filed 2026-11-09
Acadian Asset Management LLC
INCREASED
Shares22,399,651 from 19,509,461
Change+2,890,190 (+15%)
Value$5.1M (-$3.9B)
Filed 2026-11-09
Donor Advised Charitable Giving, Inc.
INCREASED
Shares22,310,079 from 22,164,784
Change+145,295 (+1%)
Value$5.1B (+$660.2M)
Filed 2026-10-28
Daiwa Securities Group Inc.
INCREASED
Shares21,829,164 from 19,309,616
Change+2,519,548 (+13%)
Value$5.0B (+$1.1B)
Filed 2026-10-29
Pictet Asset Management Holding SA
INCREASED
Shares21,487,881 from 21,391,230
Change+96,651 (+0%)
Value$4.9B (+$627.6M)
Filed 2026-11-03
Assenagon Asset Management S.A.
DECREASED
Shares20,166,206 from 26,337,224
Change-6,171,018 (-23%)
Value$4.6B (-$664.3M)
Filed 2026-10-15
Creative Planning
INCREASED
Shares18,886,158 from 14,693,402
Change+4,192,756 (+29%)
Value$4.3B (+$1.4B)
Filed 2026-11-02
Danske Bank A/S
INCREASED
Shares18,111,446 from 17,989,213
Change+122,233 (+1%)
Value$4.1B (+$536.8M)
Filed 2026-11-09
New York State Teachers Retirement System
DECREASED
Shares18,001,165 from 18,805,798
Change-804,633 (-4%)
Value$4.1M (-$3.8B)
Filed 2026-10-22
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares17,170,765 from 16,095,070
Change+1,075,695 (+7%)
Value$3.9B (+$701.0M)
Filed 2026-11-03
KBC Group NV
DECREASED
Shares16,375,179 from 17,549,127
Change-1,173,948 (-7%)
Value$3.7M (-$3.5B)
Filed 2026-10-22
MacKenzie Financial Corp
INCREASED
Shares15,315,454 from 14,390,030
Change+925,424 (+6%)
Value$3.5B (+$618.4M)
Filed 2026-11-02
ProShare Advisors LLC
INCREASED
Shares15,272,783 from 14,065,122
Change+1,207,661 (+9%)
Value$3.5B (+$673.7M)
Filed 2026-10-29
PFA Pension, Forsikringsaktieselskab
DECREASED
Shares13,906,696 from 14,230,364
Change-323,668 (-2%)
Value$3.2B (+$328.7M)
Filed 2026-11-06
Eurizon Capital SGR S.p.A.
INCREASED
Shares13,716,359 from 12,966,501
Change+749,858 (+6%)
Value$3.1B (+$547.2M)
Filed 2026-11-06
Fifth Third Bancorp
DECREASED
Shares12,957,930 from 13,196,025
Change-238,095 (-2%)
Value$3.0B (+$318.9M)
Filed 2026-11-05
PNC Financial Services Group, Inc.
INCREASED
Shares12,023,509 from 11,347,969
Change+675,540 (+6%)
Value$2.7B (+$475.3M)
Filed 2026-11-06
Handelsbanken Fonder AB
INCREASED
Shares11,926,746 from 11,369,496
Change+557,250 (+5%)
Value$2.7M (+$448.9K)
Filed 2026-11-09
Asset Management One Co., Ltd.
INCREASED
Shares10,920,158 from 10,758,962
Change+161,196 (+2%)
Value$2.5B (+$341.2M)
Filed 2026-10-27
Ninety One UK Ltd
DECREASED
Shares10,733,853 from 11,563,553
Change-829,700 (-7%)
Value$2.5B (+$137.6M)
Filed 2026-10-15
Truist Financial Corp
INCREASED
Shares10,569,706 from 9,920,395
Change+649,311 (+7%)
Value$2.4B (+$428.9M)
Filed 2026-10-30
Neos Investment Management LLC
INCREASED
Shares10,387,378 from 9,211,357
Change+1,176,021 (+13%)
Value$2.4B (+$529.2M)
Filed 2026-11-04
Cardano Risk Management B.V.
INCREASED
Shares10,113,300 from 7,715,089
Change+2,398,211 (+31%)
Value$2.3M (+$766.0K)
Filed 2026-10-20
Thrivent Financial for Lutherans
INCREASED
Shares10,060,049 from 9,916,316
Change+143,733 (+1%)
Value$2.3M (-$2.0B)
Filed 2026-11-05
Alecta Tjanstepension Omsesidigt
DECREASED
Shares9,765,000 from 9,841,100
Change-76,100 (-1%)
Value$2.2B (+$263.3M)
Filed 2026-11-02
Allspring Global Investments Holdings, LLC
INCREASED
Shares9,551,742 from 8,834,828
Change+716,914 (+8%)
Value$2.2B (+$459.5M)
Filed 2026-11-04
Bank Julius Baer & Co. Ltd, Zurich
DECREASED
Shares9,322,778 from 9,959,078
Change-636,300 (-6%)
Value$2.1B (+$142.1M)
Filed 2026-10-29
Retirement Systems of Alabama
INCREASED
Shares9,205,611 from 8,777,517
Change+428,094 (+5%)
Value$2.1B (+$346.1M)
Filed 2026-11-04
Nykredit A/S
DECREASED
Shares9,055,077 from 9,062,150
Change-7,073 (0%)
Value$2.1B (+$254.8M)
Filed 2026-11-06
SEB Asset Management AB
DECREASED
Shares8,874,450 from 9,176,983
Change-302,533 (-3%)
Value$2.0B (+$190.5M)
Filed 2026-11-04
CIBC Asset Management Inc
INCREASED
Shares8,495,959 from 8,241,539
Change+254,420 (+3%)
Value$1.9B (+$291.0M)
Filed 2026-11-05
Lansforsakringar Fondforvaltning AB (publ)
INCREASED
Shares8,414,461 from 8,128,594
Change+285,867 (+4%)
Value$1.9B (+$295.2M)
Filed 2026-11-09
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares8,327,826 from 7,300,993
Change+1,026,833 (+14%)
Value$1.7B (+$326.3M)
Filed 2026-10-13
Swiss Life Asset Management Ltd
DECREASED
Shares8,269,771 from 8,991,962
Change-722,191 (-8%)
Value$1.9B (+$89.4M)
Filed 2026-11-03
US Bancorp \de\
INCREASED
Shares8,247,758 from 8,241,277
Change+6,481 (+0%)
Value$1.9B (+$234.6M)
Filed 2026-11-05
Commonwealth Equity Services, LLC
DECREASED
Shares8,239,218 from 8,601,787
Change-362,569 (-4%)
Value$1.9B (+$160.5M)
Filed 2026-11-02
William Blair Investment Management, LLC
DECREASED
Shares8,123,638 from 8,599,021
Change-475,383 (-6%)
Value$1.9B (+$134.7M)
Filed 2026-11-06
UniSuper Management Pty Ltd
DECREASED
Shares8,071,857 from 8,604,358
Change-532,501 (-6%)
Value$1.8B (+$121.8M)
Filed 2026-10-26
AMF Tjanstepension AB
DECREASED
Shares7,860,081 from 7,974,683
Change-114,602 (-1%)
Value$1.8B (+$199.4M)
Filed 2026-10-22
Temasek Holdings (Private) Ltd
DECREASED
Shares7,799,850 from 8,404,723
Change-604,873 (-7%)
Value$1.8B (+$99.6M)
Filed 2026-10-28
Strs Ohio
DECREASED
Shares7,761,840 from 8,150,523
Change-388,683 (-5%)
Value$1.8B (+$141.8M)
Filed 2026-10-30
HighTower Advisors, LLC
INCREASED
Shares7,713,845 from 7,407,961
Change+305,884 (+4%)
Value$1.8B (+$279.4M)
Filed 2026-11-10
Parnassus Investments, LLC
DECREASED
Shares7,663,011 from 8,453,777
Change-790,766 (-9%)
Value$1.8B (+$58.6M)
Filed 2026-10-22
State of New Jersey Common Pension Fund D
DECREASED
Shares7,424,759 from 7,464,340
Change-39,581 (-1%)
Value$1.7B (+$202.1M)
Filed 2026-11-05
Calamos Advisors LLC
INCREASED
Shares7,158,854 from 7,059,874
Change+98,980 (+1%)
Value$1.6B (+$222.3M)
Filed 2026-11-02
State of Michigan Retirement System
DECREASED
Shares6,982,804 from 7,144,304
Change-161,500 (-2%)
Value$1.6B (+$165.2M)
Filed 2026-10-27
Czech National Bank
INCREASED
Shares6,953,242 from 6,894,089
Change+59,153 (+1%)
Value$1.6B (+$208.5M)
Filed 2026-10-13
Xponance LLC
INCREASED
Shares6,934,145 from 6,686,846
Change+247,299 (+4%)
Value$1.6B (+$245.6M)
Filed 2026-11-03
Vontobel Holding Ltd.
INCREASED
Shares6,877,778 from 6,107,321
Change+770,457 (+13%)
Value$1.6B (+$348.7M)
Filed 2026-10-16
Candriam S.C.A.
DECREASED
Shares6,785,551 from 7,037,809
Change-252,258 (-4%)
Value$1.6B (+$148.5M)
Filed 2026-11-03
Natixis
INCREASED
Shares6,737,914 from 5,423,137
Change+1,314,777 (+24%)
Value$1.5B (+$453.7M)
Filed 2026-11-06
Arizona State Retirement System
INCREASED
Shares6,457,057 from 6,405,642
Change+51,415 (+1%)
Value$1.5B (+$193.0M)
Filed 2026-11-03
King Luther Capital Management Corp
DECREASED
Shares6,235,392 from 6,517,102
Change-281,710 (-4%)
Value$1.4B (+$120.0M)
Filed 2026-11-05
Assetmark, Inc
INCREASED
Shares6,198,057 from 6,158,108
Change+39,949 (+1%)
Value$1.4B (+$183.3M)
Filed 2026-10-21
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED
Shares6,178,867 from 6,560,099
Change-381,232 (-6%)
Value$1.4B (+$98.5M)
Filed 2026-10-15
Nisa Investment Advisors, LLC
DECREASED
Shares5,958,167 from 5,995,509
Change-37,342 (-1%)
Value$1.4B (+$162.6M)
Filed 2026-10-20
Sustainable Growth Advisers, LP
INCREASED
Shares5,661,090 from 4,720,144
Change+940,946 (+20%)
Value$1.3B (+$348.4M)
Filed 2026-10-15
Gateway Investment Advisers LLC
INCREASED
Shares5,625,147 from 5,320,184
Change+304,963 (+6%)
Value$1.3B (+$220.2M)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares5,603,761 from 5,698,200
Change-94,439 (-2%)
Value$1.3M (-$1.1B)
Filed 2026-11-02
TD Waterhouse Canada Inc.
INCREASED
Shares5,564,890 from 5,196,841
Change+368,049 (+7%)
Value$1.3B (+$258.8M)
Filed 2026-10-16
Squarepoint Ops LLC
INCREASED
Shares5,510,030 from 4,262,275
Change+1,247,755 (+29%)
Value$1.3B (+$405.5M)
Filed 2026-11-09
AGF Management LTD
INCREASED
Shares5,449,890 from 5,278,210
Change+171,680 (+3%)
Value$1.2B (+$188.5M)
Filed 2026-11-03
IFM Investors Pty Ltd
INCREASED
Shares5,430,281 from 5,283,792
Change+146,489 (+3%)
Value$1.2B (+$182.9M)
Filed 2026-10-14
Lido Advisors, LLC
INCREASED
Shares5,427,861 from 5,387,742
Change+40,119 (+1%)
Value$1.2B (+$161.6M)
Filed 2026-11-04
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED
Shares5,346,605 from 5,349,657
Change-3,052 (0%)
Value$1.2B (+$150.6M)
Filed 2026-11-03
Rakuten Investment Management, Inc.
INCREASED
Shares5,211,144 from 4,767,757
Change+443,387 (+9%)
Value$1.2B (+$254.5M)
Filed 2026-10-30
Keybank National Association
DECREASED
Shares5,164,111 from 5,257,663
Change-93,552 (-2%)
Value$1.2B (+$127.4M)
Filed 2026-11-04
Harel Insurance Investments & Financial Services Ltd.
INCREASED
Shares4,999,512 from 4,421,136
Change+578,376 (+13%)
Value$1.1M (-$883.5M)
Filed 2026-11-02
BI Asset Management Fondsmaeglerselskab A/S
INCREASED
Shares4,976,399 from 4,963,207
Change+13,192 (+0%)
Value$1.1M (-$985.8M)
Filed 2026-10-22
Jupiter Asset Management LTD
INCREASED
Shares4,976,130 from 4,105,778
Change+870,352 (+21%)
Value$1.1B (+$320.8M)
Filed 2026-11-10
Amalgamated Bank
DECREASED
Shares4,729,165 from 4,835,258
Change-106,093 (-2%)
Value$1.1M (-$966.4M)
Filed 2026-10-23
ABN Amro Investment Solutions
INCREASED
Shares4,684,976 from 4,486,854
Change+198,122 (+4%)
Value$1.1B (+$172.2M)
Filed 2026-10-21
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED
Shares4,606,426 from 4,638,748
Change-32,322 (-1%)
Value$1.1B (+$123.8M)
Filed 2026-10-19
Virginia Retirement Systems ET Al
DECREASED
Shares4,603,998 from 5,180,598
Change-576,600 (-11%)
Value$1.1B (+$14.9M)
Filed 2026-10-28
OP Asset Management Ltd
INCREASED
Shares4,495,255 from 3,594,248
Change+901,007 (+25%)
Value$1.0B (+$307.5M)
Filed 2026-11-05
Wealthfront Advisers LLC
INCREASED
Shares4,461,014 from 4,400,817
Change+60,197 (+1%)
Value$1.0B (+$138.2M)
Filed 2026-11-09
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares4,117,816 from 4,067,233
Change+50,583 (+1%)
Value$940.4M (+$126.6M)
Filed 2026-10-20
Mirova US LLC
DECREASED
Shares4,035,686 from 4,309,689
Change-274,003 (-6%)
Value$921.7M (+$59.3M)
Filed 2026-11-05
Achmea Investment Management B.V.
INCREASED
Shares3,919,056 from 3,221,389
Change+697,667 (+22%)
Value$895.7M (+$251.2M)
Filed 2026-10-30
Teachers Retirement System of the State of Kentucky
INCREASED
Shares3,794,103 from 3,668,350
Change+125,753 (+3%)
Value$866.5K (-$733.1M)
Filed 2026-11-10
Sarasin & Partners LLP
DECREASED
Shares3,758,282 from 4,235,829
Change-477,547 (-11%)
Value$858.3M (+$10.8M)
Filed 2026-10-13
Egerton Capital (UK) LLP
INCREASED
Shares3,741,971 from 3,417,950
Change+324,021 (+9%)
Value$854.6M (+$170.7M)
Filed 2026-10-20
New York Life Investment Management LLC
INCREASED
Shares3,708,173 from 3,640,286
Change+67,887 (+2%)
Value$846.9M (+$118.5M)
Filed 2026-11-04
Banco Santander, S.A.
DECREASED
Shares3,694,353 from 4,591,825
Change-897,472 (-20%)
Value$843.7M (-$75.1M)
Filed 2026-11-10
B. Metzler seel. Sohn & Co. AG
INCREASED
Shares3,688,505 from 3,664,893
Change+23,612 (+1%)
Value$842.4M (+$109.1M)
Filed 2026-10-30
Compagnie Lombard Odier SCmA
INCREASED
Shares3,492,919 from 3,427,486
Change+65,433 (+2%)
Value$797.7M (+$111.9M)
Filed 2026-11-04
Silvant Capital Management LLC
INCREASED
Shares3,442,580 from 2,174,219
Change+1,268,361 (+58%)
Value$786.2M (+$351.2M)
Filed 2026-11-09
Police & Firemen's Retirement System of New Jersey
DECREASED
Shares3,435,931 from 3,498,946
Change-63,015 (-2%)
Value$784.7M (+$84.6M)
Filed 2026-11-09
ASR Vermogensbeheer N.V.
INCREASED
Shares3,367,676 from 3,251,903
Change+115,773 (+4%)
Value$769.1M (+$118.5M)
Filed 2026-10-16
Kestra Advisory Services, LLC
INCREASED
Shares3,306,109 from 3,022,969
Change+283,140 (+9%)
Value$755.0M (+$150.2M)
Filed 2026-11-02
Yarbrough Capital, LLC
UNCHANGED
Shares3,262,800 from 3,262,800
Change0 (0%)
Value$745.2M (+$92.3M)
Filed 2026-10-19
OFI Invest Asset Management
DECREASED
Shares3,234,814 from 3,809,430
Change-574,616 (-15%)
Value$654.8M (-$16.0M)
Filed 2026-11-06
Aegon Asset Management UK PLC
DECREASED
Shares3,166,631 from 3,184,670
Change-18,039 (-1%)
Value$723.2M (+$86.0M)
Filed 2026-11-04
WT Asset Management Ltd
NEW
Shares3,121,840
Change+3,121,840
Value$713.0M
Filed 2026-10-28
Mawer Investment Management Ltd.
INCREASED
Shares3,097,902 from 3,078,576
Change+19,326 (+1%)
Value$707.5M (+$91.5M)
Filed 2026-11-06
Glenview Trust Co
DECREASED
Shares3,051,963 from 3,110,295
Change-58,332 (-2%)
Value$697.0M (+$74.7M)
Filed 2026-10-28
Welch & Forbes LLC
DECREASED
Shares2,992,057 from 3,041,196
Change-49,139 (-2%)
Value$683.3M (+$74.8M)
Filed 2026-11-04
Intech Investment Management LLC
DECREASED
Shares2,987,826 from 3,633,381
Change-645,555 (-18%)
Value$682.4M (-$44.6M)
Filed 2026-11-09
Oregon Public Employees Retirement Fund
DECREASED
Shares2,975,406 from 2,978,077
Change-2,671 (0%)
Value$679.5M (+$83.6M)
Filed 2026-10-30
Raiffeisen Bank International AG
INCREASED
Shares2,926,263 from 2,811,644
Change+114,619 (+4%)
Value$664.9M (+$116.7M)
Filed 2026-10-28
Aware Super Pty Ltd as trustee of Aware Super
INCREASED
Shares2,811,757 from 2,773,204
Change+38,553 (+1%)
Value$642.1M (+$87.3M)
Filed 2026-10-30
Fort Washington Investment Advisors Inc
INCREASED
Shares2,807,603 from 2,764,618
Change+42,985 (+2%)
Value$641.2M (+$88.0M)
Filed 2026-10-15
Ethic Inc.
INCREASED
Shares2,753,811 from 2,636,691
Change+117,120 (+4%)
Value$628.9M (+$101.3M)
Filed 2026-11-03
iA Global Asset Management Inc.
DECREASED
Shares2,752,643 from 2,857,803
Change-105,160 (-4%)
Value$628.6K (-$571.2M)
Filed 2026-10-29
Factory Mutual Insurance Co
DECREASED
Shares2,745,148 from 2,833,098
Change-87,950 (-3%)
Value$626.9M (+$60.1M)
Filed 2026-10-30
Phoenix Financial Ltd.
INCREASED
Shares2,694,150 from 2,305,779
Change+388,371 (+17%)
Value$601.4M (+$140.2M)
Filed 2026-11-09
HUB Investment Partners, LLC
DECREASED
Shares2,693,320 from 2,842,639
Change-149,319 (-5%)
Value$615.1M (+$46.3M)
Filed 2026-11-03
Quilter Plc
INCREASED
Shares2,655,693 from 2,635,649
Change+20,044 (+1%)
Value$606.5M (+$79.1M)
Filed 2026-10-21
State of Alaska, Department of Revenue
DECREASED
Shares2,651,090 from 2,722,160
Change-71,070 (-3%)
Value$605.5K (-$544.1M)
Filed 2026-10-15
Mutual of America Capital Management LLC
DECREASED
Shares2,600,719 from 2,622,397
Change-21,678 (-1%)
Value$594.0M (+$69.2M)
Filed 2026-10-23
Congress Asset Management Co
DECREASED
Shares2,571,429 from 2,627,947
Change-56,518 (-2%)
Value$587.3M (+$61.4M)
Filed 2026-10-06
Border to Coast Pensions Partnership Ltd
INCREASED
Shares2,532,732 from 2,247,523
Change+285,209 (+13%)
Value$577.6K (-$448.8M)
Filed 2026-10-09
Migdal Insurance & Financial Holdings Ltd.
INCREASED
Shares2,528,136 from 2,522,968
Change+5,168 (+0%)
Value$578.0M (+$73.2M)
Filed 2026-11-09
Exchange Traded Concepts, LLC
INCREASED
Shares2,460,510 from 1,640,248
Change+820,262 (+50%)
Value$561.9M (+$233.7M)
Filed 2026-10-28
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares2,401,816 from 2,060,394
Change+341,422 (+17%)
Value$548.5M (+$136.3M)
Filed 2026-10-27
Mn Services Vermogensbeheer B.V.
INCREASED
Shares2,399,611 from 2,373,211
Change+26,400 (+1%)
Value$548.0K (-$474.3M)
Filed 2026-10-08
SBI Securities Co., Ltd.
DECREASED
Shares2,342,352 from 2,369,373
Change-27,021 (-1%)
Value$534.9M (+$60.9M)
Filed 2026-10-22
GF Fund Management Co. Ltd.
DECREASED
Shares2,335,321 from 2,336,742
Change-1,421 (0%)
Value$533.3M (+$65.8M)
Filed 2026-10-26
Montrusco Bolton Investments Inc.
DECREASED
Shares2,289,351 from 2,638,049
Change-348,698 (-13%)
Value$522.8M (-$5.0M)
Filed 2026-10-13
Bank Pictet & Cie (Europe) AG
DECREASED
Shares2,278,984 from 2,280,977
Change-1,993 (0%)
Value$520.5M (+$64.1M)
Filed 2026-10-20
Yousif Capital Management, LLC
DECREASED
Shares2,270,098 from 2,284,028
Change-13,930 (-1%)
Value$518.4M (+$61.4M)
Filed 2026-10-22
OpenArc Corporate Advisory, LLC
INCREASED
Shares2,260,903 from 2,244,709
Change+16,194 (+1%)
Value$516.3M (+$67.2M)
Filed 2026-10-21
Danica Pension, Livsforsikringsaktieselskab
DECREASED
Shares2,234,304 from 2,494,681
Change-260,377 (-10%)
Value$510.3M (+$11.1M)
Filed 2026-11-09
Regions Financial Corp
DECREASED
Shares2,224,687 from 2,326,946
Change-102,259 (-4%)
Value$508.1M (+$42.5M)
Filed 2026-11-05
Generali Asset Management SPA SGR
INCREASED
Shares2,145,149 from 2,075,742
Change+69,407 (+3%)
Value$489.9M (+$74.6M)
Filed 2026-10-26
Crossmark Global Holdings, Inc.
DECREASED
Shares2,046,529 from 2,101,468
Change-54,939 (-3%)
Value$467.4M (+$46.9M)
Filed 2026-10-21
Davenport & Co LLC
INCREASED
Shares2,034,634 from 2,006,618
Change+28,016 (+1%)
Value$464.2M (+$64.7M)
Filed 2026-10-14
Williams Jones Wealth Management, Llc.
INCREASED
Shares1,995,711 from 1,991,485
Change+4,226 (+0%)
Value$455.8M (+$57.3M)
Filed 2026-11-05
Ferguson Wellman Capital Management, Inc
INCREASED
Shares1,993,097 from 1,970,971
Change+22,126 (+1%)
Value$455.2M (+$60.8M)
Filed 2026-10-05
Mizuho Securities USA LLC
INCREASED
Shares1,975,600 from 1,896,192
Change+79,408 (+4%)
Value$436.2M (+$56.8M)
Filed 2026-11-09
Concurrent Investment Advisors, LLC
INCREASED
Shares1,970,540 from 1,463,389
Change+507,151 (+35%)
Value$450.0M (+$157.2M)
Filed 2026-10-16
Profund Advisors LLC
DECREASED
Shares1,963,901 from 2,182,351
Change-218,450 (-10%)
Value$448.5M (+$11.8M)
Filed 2026-10-29
Union Bancaire Privee, UBP SA
INCREASED
Shares1,962,999 from 1,961,005
Change+1,994 (+0%)
Value$442.0M (+$69.5M)
Filed 2026-11-04
Loring Wolcott & Coolidge Fiduciary Advisors LLP
INCREASED
Shares1,911,475 from 1,901,921
Change+9,554 (+1%)
Value$436.5M (+$56.0M)
Filed 2026-10-23
Lazard Freres Gestion S.A.S.
DECREASED
Shares1,884,764 from 1,916,325
Change-31,561 (-2%)
Value$430.4K (-$383.0M)
Filed 2026-11-03
Gulf International Bank (UK) Ltd
UNCHANGED
Shares1,785,859 from 1,785,859
Change0 (0%)
Value$407.9K (-$356.9M)
Filed 2026-10-20
Cullen T Bankers, Inc.
INCREASED
Shares1,779,293 from 1,635,716
Change+143,577 (+9%)
Value$406.4M (+$79.1M)
Filed 2026-10-28
Zevenbergen Capital Investments LLC
DECREASED
Shares1,765,724 from 1,805,876
Change-40,152 (-2%)
Value$403.3M (+$41.9M)
Filed 2026-10-08
Avanza Fonder AB
INCREASED
Shares1,765,265 from 1,596,260
Change+169,005 (+11%)
Value$403.2M (+$83.8M)
Filed 2026-10-13
Illinois Municipal Retirement Fund
INCREASED
Shares1,741,283 from 1,740,823
Change+460 (+0%)
Value$397.7M (+$49.4M)
Filed 2026-11-05
Louisiana State Employees Retirement System
DECREASED
Shares1,740,500 from 1,801,400
Change-60,900 (-3%)
Value$397.5M (+$37.1M)
Filed 2026-10-20
Independent Financial Group, LLC
INCREASED
Shares1,736,929 from 1,712,464
Change+24,465 (+1%)
Value$396.7M (+$54.0M)
Filed 2026-10-13
E. Ohman J:or Asset Management AB
DECREASED
Shares1,730,360 from 1,739,110
Change-8,750 (0%)
Value$395.2M (+$47.2M)
Filed 2026-10-22
Midwest Trust Co
DECREASED
Shares1,723,843 from 1,727,000
Change-3,157 (0%)
Value$393.7M (+$48.1M)
Filed 2026-10-22
J. Safra Sarasin Holding AG
DECREASED
Shares1,715,029 from 1,785,568
Change-70,539 (-4%)
Value$346.8M (+$11.1M)
Filed 2026-10-26
Alphinity Investment Management Pty Ltd
DECREASED
Shares1,655,804 from 2,666,387
Change-1,010,583 (-38%)
Value$378.2M (-$155.4M)
Filed 2026-11-02
Citizens Financial Group Inc
DECREASED
Shares1,653,823 from 1,655,059
Change-1,236 (0%)
Value$378.1M (+$46.9M)
Filed 2026-10-23
Perigon Wealth Management, LLC
DECREASED
Shares1,639,250 from 1,722,144
Change-82,894 (-5%)
Value$374.4M (+$29.8M)
Filed 2026-10-22
Banque Pictet & CIE SA
INCREASED
Shares1,618,146 from 1,547,943
Change+70,203 (+5%)
Value$369.6M (+$59.8M)
Filed 2026-10-16
Nelson Capital Management, LLC
DECREASED
Shares1,604,745 from 1,606,013
Change-1,268 (0%)
Value$366.5M (+$45.1M)
Filed 2026-11-09
Focus Financial Network, Inc.
DECREASED
Shares1,592,916 from 1,598,701
Change-5,785 (0%)
Value$364.2M (+$44.3M)
Filed 2026-10-14
Savant Capital, LLC
INCREASED
Shares1,558,715 from 1,327,136
Change+231,579 (+17%)
Value$356.0M (+$97.7M)
Filed 2026-11-06
Allworth Financial LP
INCREASED
Shares1,558,565 from 1,469,798
Change+88,767 (+6%)
Value$311.9M (+$17.8M)
Filed 2026-11-06
Diversify Advisory Services, LLC
INCREASED
Shares1,532,129 from 1,231,450
Change+300,679 (+24%)
Value$332.8M (+$90.8M)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares1,532,129 from 1,231,450
Change+300,679 (+24%)
Value$332.8M (+$90.8M)
Filed 2026-10-20
Bridges Investment Management Inc
INCREASED
Shares1,532,100 from 1,409,406
Change+122,694 (+9%)
Value$349.9M (+$67.9M)
Filed 2026-11-10
Meitav Investment House LTD
INCREASED
Shares1,521,627 from 1,436,796
Change+84,831 (+6%)
Value$347.4M (+$60.1M)
Filed 2026-10-28
Apollon Wealth Management, LLC
INCREASED
Shares1,512,863 from 1,474,044
Change+38,819 (+3%)
Value$345.5M (+$50.6M)
Filed 2026-10-23
Eastern Bank
DECREASED
Shares1,508,047 from 1,574,822
Change-66,775 (-4%)
Value$344.4M (+$29.3M)
Filed 2026-10-05
Quintet Private Bank (Europe) S.A.
INCREASED
Shares1,499,197 from 1,150,733
Change+348,464 (+30%)
Value$342.4M (+$112.1M)
Filed 2026-10-08
PBU - The Pension Fund of Early Childhood & Youth Educators
INCREASED
Shares1,490,215 from 1,365,862
Change+124,353 (+9%)
Value$340.3M (+$67.0M)
Filed 2026-11-06
Maryland State Retirement & Pension System
INCREASED
Shares1,470,807 from 1,253,858
Change+216,949 (+17%)
Value$335.9M (+$85.0M)
Filed 2026-11-05
Kestra Private Wealth Services, LLC
DECREASED
Shares1,454,339 from 1,455,599
Change-1,260 (0%)
Value$332.1M (+$40.9M)
Filed 2026-11-06
Farther Finance Advisors, LLC
INCREASED
Shares1,449,871 from 1,345,788
Change+104,083 (+8%)
Value$331.1M (+$62.1M)
Filed 2026-10-08
Douglas Lane & Associates, LLC
DECREASED
Shares1,432,075 from 1,504,940
Change-72,865 (-5%)
Value$327.1M (+$25.9M)
Filed 2026-10-09
Locust Wood Capital Advisers, LLC
INCREASED
Shares1,426,105 from 1,332,863
Change+93,242 (+7%)
Value$325.7M (+$59.0M)
Filed 2026-11-03
Merit Financial Group, LLC
INCREASED
Shares1,402,837 from 1,301,989
Change+100,848 (+8%)
Value$320.4M (+$59.9M)
Filed 2026-11-06
Prospera Financial Services Inc
INCREASED
Shares1,390,708 from 1,165,618
Change+225,090 (+19%)
Value$284.6M (+$51.4M)
Filed 2026-11-04
Artemis Investment Management LLP
INCREASED
Shares1,388,432 from 1,306,452
Change+81,980 (+6%)
Value$317.1M (+$55.7M)
Filed 2026-10-08
Traynor Capital Management, Inc.
INCREASED
Shares1,383,906 from 1,381,130
Change+2,776 (+0%)
Value$316.1M (+$39.7M)
Filed 2026-10-29
Salem Investment Counselors Inc
DECREASED
Shares1,364,637 from 1,373,183
Change-8,546 (-1%)
Value$311.9M (+$37.2M)
Filed 2026-10-13
Munich Reinsurance Co Stock Corp in Munich
INCREASED
Shares1,354,042 from 1,150,001
Change+204,041 (+18%)
Value$309.2M (+$79.1M)
Filed 2026-10-30
Vise Technologies, Inc.
INCREASED
Shares1,347,828 from 1,112,915
Change+234,913 (+21%)
Value$307.8M (+$85.1M)
Filed 2026-10-29
Badgley Phelps Wealth Managers, LLC
DECREASED
Shares1,347,557 from 1,357,879
Change-10,322 (-1%)
Value$308.1M (+$36.4M)
Filed 2026-10-22
Hoey Investments, Inc
DECREASED
Shares1,333,270 from 1,339,274
Change-6,004 (0%)
Value$304.5M (+$36.5M)
Filed 2026-10-29
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED
Shares1,314,775 from 1,347,275
Change-32,500 (-2%)
Value$300.3M (+$31.1M)
Filed 2026-10-21
UMB Bank, n.a.
DECREASED
Shares1,309,022 from 1,316,091
Change-7,069 (-1%)
Value$299.0M (+$35.6M)
Filed 2026-11-06
Baker Avenue Asset Management, LP
INCREASED
Shares1,303,355 from 1,283,930
Change+19,425 (+2%)
Value$297.7M (+$40.8M)
Filed 2026-11-06
Hartford Investment Management Co
DECREASED
Shares1,295,485 from 1,339,077
Change-43,592 (-3%)
Value$295.9M (+$27.9M)
Filed 2026-11-04
HB Wealth Management, LLC
INCREASED
Shares1,285,748 from 1,142,468
Change+143,280 (+13%)
Value$293.6M (+$65.0M)
Filed 2026-10-23
Oppenheimer & Co Inc
INCREASED
Shares1,283,329 from 1,252,314
Change+31,015 (+2%)
Value$293.1M (+$42.5M)
Filed 2026-10-26
Mogy Joel R Investment Counsel Inc
DECREASED
Shares1,274,442 from 1,279,041
Change-4,599 (0%)
Value$291.1M (+$35.1M)
Filed 2026-10-13
M&G Plc
DECREASED
Shares1,272,398 from 1,406,203
Change-133,805 (-10%)
Value$290.1M (+$8.9M)
Filed 2026-11-04
Hyperion Asset Management Ltd
DECREASED
Shares1,265,708 from 1,270,234
Change-4,526 (0%)
Value$289.1M (+$34.9M)
Filed 2026-10-20
Country Trust Bank
DECREASED
Shares1,255,554 from 1,315,827
Change-60,273 (-5%)
Value$286.7M (+$23.5M)
Filed 2026-10-30
Adams Diversified Equity Fund, Inc.
DECREASED
Shares1,241,900 from 1,255,000
Change-13,100 (-1%)
Value$283.6M (+$32.5M)
Filed 2026-10-21
Guinness Asset Management LTD
INCREASED
Shares1,237,744 from 241,759
Change+995,985 (+412%)
Value$282.7M (+$235.0M)
Filed 2026-11-05
Oriental Harbor Investment Master Fund
INCREASED
Shares1,232,505 from 1,083,827
Change+148,678 (+14%)
Value$281.5M (+$64.6M)
Filed 2026-10-22
Tokio Marine Asset Management Co LTD
INCREASED
Shares1,222,472 from 1,210,411
Change+12,061 (+1%)
Value$279.2M (+$37.0M)
Filed 2026-10-26
Generate Investment Management Ltd
INCREASED
Shares1,215,885 from 949,680
Change+266,205 (+28%)
Value$277.7M (+$87.7M)
Filed 2026-10-14
New Mexico Educational Retirement Board
UNCHANGED
Shares1,205,486 from 1,205,486
Change0 (0%)
Value$275.3K (-$240.9M)
Filed 2026-11-05
Allen Investment Management, LLC
DECREASED
Shares1,203,737 from 1,285,501
Change-81,764 (-6%)
Value$274.9M (+$17.7M)
Filed 2026-11-03
Mindset Wealth Management, LLC
INCREASED
Shares1,186,213 from 1,184,129
Change+2,084 (+0%)
Value$270.9M (+$34.0M)
Filed 2026-10-19
Cornerstone Advisors, LLC
UNCHANGED
Shares1,181,889 from 1,181,889
Change0 (0%)
Value$269.9M (+$33.4M)
Filed 2026-11-06
Braun Stacey Associates Inc
INCREASED
Shares1,166,726 from 1,115,174
Change+51,552 (+5%)
Value$266.5M (+$43.3M)
Filed 2026-10-19
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
INCREASED
Shares1,157,709 from 1,126,694
Change+31,015 (+3%)
Value$264.4M (+$39.0M)
Filed 2026-10-22
Parallel Advisors, LLC
INCREASED
Shares1,157,031 from 1,154,168
Change+2,863 (+0%)
Value$264.2M (+$33.3M)
Filed 2026-11-03
Trillium Asset Management, LLC
DECREASED
Shares1,154,280 from 1,192,453
Change-38,173 (-3%)
Value$263.6M (+$25.0M)
Filed 2026-11-09
Great Valley Advisor Group, Inc.
INCREASED
Shares1,150,553 from 1,136,400
Change+14,153 (+1%)
Value$262.8M (+$35.4M)
Filed 2026-11-09
NorthCrest Asset Manangement, LLC
INCREASED
Shares1,148,556 from 1,049,749
Change+98,807 (+9%)
Value$264.7M (+$51.9M)
Filed 2026-10-13
Chilton Capital Management LLC
DECREASED
Shares1,142,433 from 1,197,325
Change-54,892 (-5%)
Value$260.9M (+$21.3M)
Filed 2026-10-28
Park Avenue Securities LLC
INCREASED
Shares1,126,270 from 1,111,322
Change+14,948 (+1%)
Value$257.2K (-$222.1M)
Filed 2026-10-26
Boston Trust Walden Corp
DECREASED
Shares1,121,126 from 1,262,697
Change-141,571 (-11%)
Value$256.0M (+$3.4M)
Filed 2026-10-30
D.A. Davidson & Co.
INCREASED
Shares1,117,726 from 1,080,361
Change+37,365 (+3%)
Value$255.3M (+$39.1M)
Filed 2026-10-28
Daymark Wealth Partners, LLC
INCREASED
Shares1,116,917 from 1,078,083
Change+38,834 (+4%)
Value$255.1M (+$39.4M)
Filed 2026-11-04
SteelPeak Wealth, LLC
INCREASED
Shares1,110,168 from 927,363
Change+182,805 (+20%)
Value$253.8M (+$68.3M)
Filed 2026-10-16
Prime Capital Investment Advisors, LLC
DECREASED
Shares1,106,886 from 1,133,586
Change-26,700 (-2%)
Value$252.8M (+$26.0M)
Filed 2026-10-20
Nicholas Company, Inc.
DECREASED
Shares1,092,694 from 1,157,479
Change-64,785 (-6%)
Value$249.5M (+$17.9M)
Filed 2026-11-05
Ag2r LA Mondiale Gestion D'actifs
INCREASED
Shares1,090,799 from 1,044,526
Change+46,273 (+4%)
Value$249.1M (+$40.1M)
Filed 2026-10-26
Northeast Investment Management
DECREASED
Shares1,084,694 from 1,106,105
Change-21,411 (-2%)
Value$247.7M (+$26.4M)
Filed 2026-10-30
Atria Investments, Inc
INCREASED
Shares1,072,513 from 967,697
Change+104,816 (+11%)
Value$244.9M (+$51.3M)
Filed 2026-10-15
Simplex Trading, LLC
DECREASED
Shares1,064,484 from 1,520,692
Change-456,208 (-30%)
Value$243.1M (-$61.2M)
Filed 2026-11-04
Comgest Global Investors S.A.S.
INCREASED
Shares1,057,156 from 694,368
Change+362,788 (+52%)
Value$241.4M (+$102.5M)
Filed 2026-11-09
Crestwood Advisors Group, LLC
INCREASED
Shares1,038,799 from 1,021,922
Change+16,877 (+2%)
Value$237.2M (+$32.8M)
Filed 2026-10-27
Henshaw Capital LLC
DECREASED
Shares1,018,852 from 1,034,047
Change-15,195 (-1%)
Value$232.7M (+$25.8M)
Filed 2026-11-03
CWA Asset Management Group, LLC
INCREASED
Shares1,003,663 from 999,798
Change+3,865 (+0%)
Value$229.2M (+$29.2M)
Filed 2026-10-19
Oak Grove Capital LLC
INCREASED
Shares1,002,321 from 840,006
Change+162,315 (+19%)
Value$228.9M (+$60.8M)
Filed 2026-10-09
OAK Ridge Investments LLC
DECREASED
Shares993,182 from 1,030,731
Change-37,549 (-4%)
Value$226.8M (+$20.6M)
Filed 2026-10-30
Argent Capital Management LLC
DECREASED
Shares990,937 from 1,031,778
Change-40,841 (-4%)
Value$226.3M (+$19.9M)
Filed 2026-10-05
Busey Bank
DECREASED
Shares978,126 from 980,000
Change-1,874 (0%)
Value$223.4M (+$27.3M)
Filed 2026-10-26
Nippon Life Global Investors Americas, Inc.
DECREASED
Shares968,430 from 1,053,120
Change-84,690 (-8%)
Value$221.4M (+$10.7M)
Filed 2026-10-29
Associated Banc-Corp
DECREASED
Shares967,663 from 972,431
Change-4,768 (0%)
Value$221.0M (+$26.4M)
Filed 2026-10-30
Mission Wealth Management, LP
DECREASED
Shares967,633 from 1,633,087
Change-665,454 (-41%)
Value$221.0M (-$105.8M)
Filed 2026-10-15
Calamos Wealth Management LLC
INCREASED
Shares966,940 from 957,122
Change+9,818 (+1%)
Value$220.8M (+$29.3M)
Filed 2026-11-02
Motley Fool Asset Management LLC
DECREASED
Shares966,464 from 1,091,010
Change-124,546 (-11%)
Value$220.7M (+$2.4M)
Filed 2026-10-27
MGO One Seven LLC
DECREASED
Shares964,209 from 977,029
Change-12,820 (-1%)
Value$220.2M (+$24.7M)
Filed 2026-10-28
Choreo, LLC
INCREASED
Shares955,328 from 935,158
Change+20,170 (+2%)
Value$218.4M (+$31.3M)
Filed 2026-10-28
Flossbach VON Storch SE
DECREASED
Shares951,769 from 1,966,637
Change-1,014,868 (-52%)
Value$217.4M (-$176.1M)
Filed 2026-10-28
First Citizens Bank & Trust Co
INCREASED
Shares947,970 from 739,700
Change+208,270 (+28%)
Value$216.5M (+$68.5M)
Filed 2026-10-14
Brookstone Capital Management
DECREASED
Shares945,774 from 981,311
Change-35,537 (-4%)
Value$216.0M (+$19.6M)
Filed 2026-10-22
Oppenheimer Asset Management Inc.
DECREASED
Shares945,407 from 953,114
Change-7,707 (-1%)
Value$215.9M (+$25.2M)
Filed 2026-10-27
Pinnacle Associates LTD
DECREASED
Shares944,480 from 954,703
Change-10,223 (-1%)
Value$215.7M (+$24.7M)
Filed 2026-10-20
Reynders McVeigh Capital Management, LLC
INCREASED
Shares934,603 from 925,981
Change+8,622 (+1%)
Value$213.4M (+$28.2M)
Filed 2026-10-30
Philadelphia Trust Co
DECREASED
Shares930,086 from 956,370
Change-26,284 (-3%)
Value$212.4K (-$191.1M)
Filed 2026-11-05
Howard Capital Management Group, LLC
DECREASED
Shares917,401 from 929,747
Change-12,346 (-1%)
Value$209.5M (+$23.5M)
Filed 2026-10-16
Fisher Funds Management LTD
INCREASED
Shares916,397 from 823,841
Change+92,556 (+11%)
Value$209.3M (+$44.4M)
Filed 2026-10-13
Sterling Capital Management LLC
DECREASED
Shares910,138 from 981,057
Change-70,919 (-7%)
Value$207.9M (+$11.6M)
Filed 2026-10-22
Brighton Jones LLC
INCREASED
Shares908,890 from 755,690
Change+153,200 (+20%)
Value$207.6M (+$56.4M)
Filed 2026-11-03
Wedbush Securities Inc
DECREASED
Shares906,921 from 926,896
Change-19,975 (-2%)
Value$207.1K (-$185.3M)
Filed 2026-10-22
Bailard, Inc.
INCREASED
Shares906,843 from 876,120
Change+30,723 (+4%)
Value$207.1M (+$31.8M)
Filed 2026-10-13
James Hambro & Partners LLP
INCREASED
Shares902,781 from 874,469
Change+28,312 (+3%)
Value$206.1M (+$31.4M)
Filed 2026-10-19
TrinityBridge Ltd
INCREASED
Shares898,113 from 462,177
Change+435,936 (+94%)
Value$205.0K (-$92.1M)
Filed 2026-10-30
Covea Finance
INCREASED
Shares890,989 from 591,189
Change+299,800 (+51%)
Value$203.5M (+$85.2M)
Filed 2026-10-21
J.W. Cole Advisors, Inc.
INCREASED
Shares884,491 from 882,651
Change+1,840 (+0%)
Value$202.0M (+$25.4M)
Filed 2026-11-05
Prime Capital Management Co Ltd
UNCHANGED
Shares884,179 from 884,179
Change0 (0%)
Value$201.9M (+$25.0M)
Filed 2026-11-06
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares881,514 from 920,098
Change-38,584 (-4%)
Value$201.3M (+$17.2M)
Filed 2026-10-05
Gradient Investments LLC
DECREASED
Shares877,645 from 960,223
Change-82,578 (-9%)
Value$200.4M (+$8.3M)
Filed 2026-10-08
Riverbridge Partners LLC
DECREASED
Shares875,254 from 998,902
Change-123,648 (-12%)
Value$199.9M (+$20.2K)
Filed 2026-11-05
Leavell Investment Management, Inc.
DECREASED
Shares871,379 from 873,950
Change-2,571 (0%)
Value$199.2M (+$24.4M)
Filed 2026-11-09
Bokf, NA
DECREASED
Shares858,119 from 901,636
Change-43,517 (-5%)
Value$196.0M (+$15.6M)
Filed 2026-10-27
Great Lakes Advisors, LLC
DECREASED
Shares842,397 from 965,969
Change-123,572 (-13%)
Value$192.4M (-$894.0K)
Filed 2026-11-06
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares841,385 from 838,142
Change+3,243 (+0%)
Value$192.2M (+$24.5M)
Filed 2026-10-29
Local Pensions Partnership Investment Ltd
NEW
Shares834,700
Change+834,700
Value$190.5M
Filed 2026-10-26
Dillon & Associates Inc
DECREASED
Shares824,696 from 848,222
Change-23,526 (-3%)
Value$188.0K (-$169.5M)
Filed 2026-10-22
Signaturefd, LLC
INCREASED
Shares812,395 from 785,558
Change+26,837 (+3%)
Value$185.5M (+$28.4M)
Filed 2026-10-23
Smith Salley Wealth Management
INCREASED
Shares793,622 from 778,282
Change+15,340 (+2%)
Value$181.2M (+$25.5M)
Filed 2026-11-03
Canada Post Corp Registered Pension Plan
INCREASED
Shares787,605 from 757,688
Change+29,917 (+4%)
Value$179.0M (+$27.3M)
Filed 2026-11-09
Larson Financial Group LLC
INCREASED
Shares787,217 from 742,117
Change+45,100 (+6%)
Value$179.8M (+$31.3M)
Filed 2026-11-05
Perpetual Ltd
INCREASED
Shares786,558 from 574,900
Change+211,658 (+37%)
Value$179.6M (+$64.6M)
Filed 2026-10-13
NLB Skladi, upravljanje premozenja, d.o.o.
DECREASED
Shares786,521 from 789,460
Change-2,939 (0%)
Value$179.6M (+$21.7M)
Filed 2026-10-22
Triglav Investments, D.O.O.
DECREASED
Shares786,267 from 820,085
Change-33,818 (-4%)
Value$179.6M (+$15.5M)
Filed 2026-11-06
Antipodes Partners Ltd
DECREASED
Shares785,599 from 933,424
Change-147,825 (-16%)
Value$179.4M (-$7.4M)
Filed 2026-11-05
Picton Mahoney Asset Management
DECREASED
Shares781,818 from 848,217
Change-66,399 (-8%)
Value$178.6M (+$8.8M)
Filed 2026-11-09
Builder Investment Group Inc
DECREASED
Shares778,698 from 781,428
Change-2,730 (0%)
Value$177.8M (+$21.5M)
Filed 2026-10-22
Dana Investment Advisors, Inc.
DECREASED
Shares775,357 from 793,065
Change-17,708 (-2%)
Value$177.1M (+$18.4M)
Filed 2026-11-06
Chicago Capital, LLC
DECREASED
Shares774,536 from 780,299
Change-5,763 (-1%)
Value$176.9M (+$20.8M)
Filed 2026-10-13
Texas Capital Bank Wealth Management Services Inc
INCREASED
Shares771,236 from 739,865
Change+31,371 (+4%)
Value$176.1M (+$28.1M)
Filed 2026-11-09
Coldstream Capital Management Inc
INCREASED
Shares764,190 from 760,219
Change+3,971 (+1%)
Value$174.5M (+$22.4M)
Filed 2026-11-09
Unicom Systems, Inc.
UNCHANGED
Shares757,098 from 757,098
Change0 (0%)
Value$172.9M (+$21.4M)
Filed 2026-10-13
Meridian Wealth Management, LLC
INCREASED
Shares750,796 from 728,772
Change+22,024 (+3%)
Value$171.5M (+$25.6M)
Filed 2026-11-05
Gamma Investing LLC
INCREASED
Shares749,074 from 682,255
Change+66,819 (+10%)
Value$171.1M (+$34.6M)
Filed 2026-10-08
Ritholtz Wealth Management
INCREASED
Shares747,942 from 711,310
Change+36,632 (+5%)
Value$170.8M (+$28.5M)
Filed 2026-11-05
Lingotto Investment Management LLP
INCREASED
Shares746,710 from 667,710
Change+79,000 (+12%)
Value$170.5M (+$36.9M)
Filed 2026-10-27
Vest Financial, LLC
INCREASED
Shares738,089 from 709,640
Change+28,449 (+4%)
Value$168.6M (+$26.6M)
Filed 2026-10-21
Institute for Wealth Management, Llc.
DECREASED
Shares733,460 from 739,474
Change-6,014 (-1%)
Value$167.5M (+$19.5M)
Filed 2026-11-06
Adell Harriman & Carpenter Inc
DECREASED
Shares731,340 from 737,006
Change-5,666 (-1%)
Value$167.0M (+$19.6M)
Filed 2026-11-02
Pacific Heights Asset Management LLC
DECREASED
Shares725,000 from 875,000
Change-150,000 (-17%)
Value$165.6M (-$9.5M)
Filed 2026-11-03
Diversified Trust Co
INCREASED
Shares724,838 from 684,621
Change+40,217 (+6%)
Value$165.5M (+$28.6M)
Filed 2026-11-06
Community Trust & Investment Co
INCREASED
Shares723,203 from 719,405
Change+3,798 (+1%)
Value$165.2M (+$21.2M)
Filed 2026-10-15
North Dakota State Investment Board
INCREASED
Shares714,488 from 687,707
Change+26,781 (+4%)
Value$163.2M (+$25.6M)
Filed 2026-10-27
Evergreen Capital Management LLC
INCREASED
Shares711,641 from 453,680
Change+257,961 (+57%)
Value$162.7M (+$71.9M)
Filed 2026-10-23
Schwartz Investment Counsel Inc
DECREASED
Shares695,750 from 696,604
Change-854 (0%)
Value$158.9M (+$19.5M)
Filed 2026-10-26
Harbour Trust & Investment Management Co
DECREASED
Shares694,783 from 731,547
Change-36,764 (-5%)
Value$158.7M (+$12.3M)
Filed 2026-10-28
Hantz Financial Services, Inc.
INCREASED
Shares692,571 from 666,956
Change+25,615 (+4%)
Value$158.2K (-$133.3M)
Filed 2026-11-09
Ibex Wealth Advisors
DECREASED
Shares684,967 from 685,019
Change-52 (0%)
Value$156.4M (+$19.4M)
Filed 2026-11-06
Ketron Financial
DECREASED
Shares682,622 from 695,968
Change-13,346 (-2%)
Value$155.9M (+$16.6M)
Filed 2026-11-09
Quadrant Capital Group LLC
DECREASED
Shares680,492 from 689,211
Change-8,719 (-1%)
Value$155.5M (+$17.6M)
Filed 2026-10-20
Fifth Third Wealth Advisors LLC
INCREASED
Shares674,426 from 636,545
Change+37,881 (+6%)
Value$154.0M (+$26.7M)
Filed 2026-10-22
BSN Capital Partners Ltd
DECREASED
Shares672,819 from 1,369,863
Change-697,044 (-51%)
Value$148.9M (-$125.5M)
Filed 2026-10-23
Chicago Partners Investment Group LLC
INCREASED
Shares669,987 from 655,205
Change+14,782 (+2%)
Value$141.3M (+$4.6M)
Filed 2026-10-27
Annex Advisory Services, LLC
INCREASED
Shares668,848 from 656,898
Change+11,950 (+2%)
Value$152.8M (+$21.3M)
Filed 2026-10-16
Freestone Capital Holdings, LLC
DECREASED
Shares666,768 from 775,989
Change-109,221 (-14%)
Value$152.3M (-$3.0M)
Filed 2026-11-09
Aaron Wealth Advisors LLC
INCREASED
Shares665,197 from 662,775
Change+2,422 (+0%)
Value$151.9M (+$19.3M)
Filed 2026-10-13
IFP Advisors, Inc
DECREASED
Shares662,737 from 663,778
Change-1,041 (0%)
Value$151.4M (+$18.5M)
Filed 2026-10-16
Sava Infond d.o.o.
INCREASED
Shares652,860 from 312,560
Change+340,300 (+109%)
Value$149.1M (+$86.6M)
Filed 2026-10-28
AIA Group Ltd
DECREASED
Shares647,565 from 703,438
Change-55,873 (-8%)
Value$147.9M (+$7.1M)
Filed 2026-10-30
Plato Investment Management Ltd
INCREASED
Shares642,392 from 605,743
Change+36,649 (+6%)
Value$147.3M (+$26.8M)
Filed 2026-11-05
Clearstead Advisors, LLC
DECREASED
Shares642,315 from 643,264
Change-949 (0%)
Value$146.7M (+$18.0M)
Filed 2026-11-06
Moody Lynn Lieberson & Walker, LLC
INCREASED
Shares641,876 from 633,979
Change+7,897 (+1%)
Value$146.6M (+$19.7M)
Filed 2026-10-14
Franklin Street Advisors Inc
DECREASED
Shares638,169 from 653,354
Change-15,185 (-2%)
Value$145.7M (+$15.0M)
Filed 2026-10-13
Maple Capital Management, Inc.
DECREASED
Shares637,396 from 653,706
Change-16,310 (-2%)
Value$145.6M (+$14.8M)
Filed 2026-11-02
Securian Asset Management, Inc
DECREASED
Shares628,608 from 643,612
Change-15,004 (-2%)
Value$143.6M (+$13.0M)
Filed 2026-11-06
Wedmont Private Capital
INCREASED
Shares626,367 from 497,890
Change+128,477 (+26%)
Value$144.4M (+$39.3M)
Filed 2026-10-09
Howland Capital Management LLC
DECREASED
Shares625,245 from 626,042
Change-797 (0%)
Value$142.9M (+$17.7M)
Filed 2026-10-22
Howard Capital Management, LLC
DECREASED
Shares613,518 from 619,923
Change-6,405 (-1%)
Value$140.1M (+$16.1M)
Filed 2026-10-16
Bowen Hanes & Co Inc
DECREASED
Shares598,210 from 609,815
Change-11,605 (-2%)
Value$136.6M (+$30.3M)
Filed 2026-11-09
China Universal Asset Management Co., Ltd.
INCREASED
Shares597,747 from 506,424
Change+91,323 (+18%)
Value$136.0M (+$34.7M)
Filed 2026-10-28
Spire Wealth Management
INCREASED
Shares595,776 from 581,448
Change+14,328 (+2%)
Value$136.1M (+$19.7M)
Filed 2026-10-30
Park National Corp
DECREASED
Shares594,227 from 621,863
Change-27,636 (-4%)
Value$135.7M (+$11.3M)
Filed 2026-10-05
Summa Corp.
INCREASED
Shares593,968 from 590,160
Change+3,808 (+1%)
Value$135.6M (+$17.5M)
Filed 2026-10-30
Hartline Investment Corp/
DECREASED
Shares591,910 from 610,744
Change-18,834 (-3%)
Value$135.2M (+$13.0M)
Filed 2026-10-29
Global X Japan Co., Ltd.
DECREASED
Shares588,626 from 647,715
Change-59,089 (-9%)
Value$134.4M (+$4.8M)
Filed 2026-10-21
Once Capital Management, LLC
INCREASED
Shares584,000 from 562,000
Change+22,000 (+4%)
Value$133.4M (+$20.9M)
Filed 2026-11-02
B. Riley Wealth Advisors, Inc.
INCREASED
Shares582,603 from 501,625
Change+80,978 (+16%)
Value$133.1M (+$35.3M)
Filed 2026-10-13
Lyell Wealth Management, LP
INCREASED
Shares579,401 from 576,081
Change+3,320 (+1%)
Value$132.3M (+$17.1M)
Filed 2026-10-30
Kintegral Advisory, LLC
INCREASED
Shares577,559 from 574,295
Change+3,264 (+1%)
Value$132.0M (+$17.1M)
Filed 2026-10-16
Austin Asset Management Co Inc
DECREASED
Shares576,513 from 616,565
Change-40,052 (-6%)
Value$131.7M (+$8.3M)
Filed 2026-10-29
Verus Capital Partners, LLC
DECREASED
Shares571,060 from 580,323
Change-9,263 (-2%)
Value$130.4M (+$14.3M)
Filed 2026-11-03
Moors & Cabot, Inc.
INCREASED
Shares570,017 from 559,627
Change+10,390 (+2%)
Value$130.2M (+$18.2M)
Filed 2026-11-06
GC Wealth Management RIA, LLC
INCREASED
Shares566,810 from 538,713
Change+28,097 (+5%)
Value$129.4M (+$21.7M)
Filed 2026-11-02
Elevation Point Wealth Partners, LLC
INCREASED
Shares566,752 from 527,328
Change+39,424 (+7%)
Value$129.7M (+$24.2M)
Filed 2026-11-05
Private Wealth Partners, LLC
DECREASED
Shares559,345 from 566,203
Change-6,858 (-1%)
Value$127.7M (+$14.5M)
Filed 2026-10-22
Frank, Rimerman Advisors LLC
DECREASED
Shares557,777 from 559,344
Change-1,567 (0%)
Value$127.4M (+$15.5M)
Filed 2026-10-16
Capital Investment Counsel, Inc
DECREASED
Shares553,903 from 560,003
Change-6,100 (-1%)
Value$126.5M (+$14.4M)
Filed 2026-10-20
Knights of Columbus Asset Advisors LLC
DECREASED
Shares553,256 from 558,491
Change-5,235 (-1%)
Value$126.4M (+$14.6M)
Filed 2026-11-05
Soltis Investment Advisors LLC
INCREASED
Shares549,932 from 506,039
Change+43,893 (+9%)
Value$125.6M (+$24.3M)
Filed 2026-10-28
J.P. Marvel Investment Advisors, LLC
INCREASED
Shares547,685 from 547,557
Change+128 (+0%)
Value$125.1M (+$15.5M)
Filed 2026-11-02
Blue Fin Capital, Inc.
DECREASED
Shares546,420 from 557,807
Change-11,387 (-2%)
Value$124.8M (+$13.2M)
Filed 2026-10-28
Sigma Planning Corp
DECREASED
Shares545,615 from 552,864
Change-7,249 (-1%)
Value$123.7M (+$13.1M)
Filed 2026-10-23
Westwood Wealth Management
DECREASED
Shares543,199 from 556,854
Change-13,655 (-2%)
Value$124.1M (+$12.6M)
Filed 2026-10-29
Lynch Asset Management, Inc.
UNCHANGED
Shares538,700 from 538,700
Change0 (0%)
Value$123.0M (+$15.2M)
Filed 2026-10-28
Greenleaf Trust
DECREASED
Shares536,086 from 564,303
Change-28,217 (-5%)
Value$122.4M (+$9.5M)
Filed 2026-10-29
First Financial Bankshares Inc
INCREASED
Shares535,442 from 519,194
Change+16,248 (+3%)
Value$122.3M (+$18.4M)
Filed 2026-11-10
Carnegie Investment Counsel
DECREASED
Shares533,029 from 544,093
Change-11,064 (-2%)
Value$121.7M (+$12.9M)
Filed 2026-10-20
CFM Wealth Partners LLC
DECREASED
Shares531,096 from 532,703
Change-1,607 (0%)
Value$121.3M (+$14.7M)
Filed 2026-11-05
Central Trust Co
DECREASED
Shares524,185 from 529,921
Change-5,736 (-1%)
Value$119.7M (+$13.7M)
Filed 2026-11-05
Occidental Asset Management, LLC
INCREASED
Shares523,163 from 332,148
Change+191,015 (+58%)
Value$119.5M (+$53.0M)
Filed 2026-11-05
ZWJ Investment Counsel Inc
INCREASED
Shares522,627 from 514,495
Change+8,132 (+2%)
Value$119.4M (+$16.4M)
Filed 2026-10-15
SAX Wealth Advisors, LLC
INCREASED
Shares521,228 from 106,898
Change+414,330 (+388%)
Value$119.0M (+$100.4M)
Filed 2026-10-13
Washington Trust Co
INCREASED
Shares520,558 from 518,666
Change+1,892 (+0%)
Value$118.9M (+$15.1M)
Filed 2026-10-22
National Mutual Insurance Federation of Agricultural Cooperatives
UNCHANGED
Shares511,000 from 511,000
Change0 (0%)
Value$116.7M (+$14.5M)
Filed 2026-10-28
Formuepleje A/S
INCREASED
Shares508,536 from 460,938
Change+47,598 (+10%)
Value$116.1M (+$23.9M)
Filed 2026-10-15
Americana Partners, LLC
INCREASED
Shares501,745 from 496,037
Change+5,708 (+1%)
Value$114.6M (+$15.3M)
Filed 2026-10-28
Narwhal Capital Management
DECREASED
Shares496,750 from 498,520
Change-1,770 (0%)
Value$113.4M (+$13.7M)
Filed 2026-11-04
IronBridge Private Wealth, LLC
DECREASED
Shares496,109 from 496,402
Change-293 (0%)
Value$113.3M (+$14.0M)
Filed 2026-11-03
Praxis Investment Management Inc
DECREASED
Shares495,402 from 498,107
Change-2,705 (-1%)
Value$113.1K (-$99.6M)
Filed 2026-11-03
Baldwin Wealth Partners LLC
DECREASED
Shares492,720 from 496,839
Change-4,119 (-1%)
Value$112.5M (+$13.1M)
Filed 2026-10-13
CX Institutional
INCREASED
Shares492,568 from 312,073
Change+180,495 (+58%)
Value$112.5K (+$50.1K)
Filed 2026-10-02
71 West Capital Partners
INCREASED
Shares489,781 from 480,811
Change+8,970 (+2%)
Value$111.9M (+$15.7M)
Filed 2026-11-04
LBP AM SA
DECREASED
Shares487,973 from 3,096,627
Change-2,608,654 (-84%)
Value$111.9M (-$507.7M)
Filed 2026-11-06
Valeo Financial Advisors, LLC
INCREASED
Shares487,896 from 486,162
Change+1,734 (+0%)
Value$111.4M (+$14.2M)
Filed 2026-10-08
Waycross Partners, LLC
INCREASED
Shares485,425 from 452,213
Change+33,212 (+7%)
Value$110.9M (+$20.4M)
Filed 2026-11-03
Kieckhefer Group LLC
DECREASED
Shares480,451 from 481,219
Change-768 (0%)
Value$109.7M (+$13.4M)
Filed 2026-10-13
Elyxium Wealth, LLC
INCREASED
Shares470,675 from 468,882
Change+1,793 (+0%)
Value$107.5M (+$13.7M)
Filed 2026-10-27
V-Square Quantitative Management LLC
INCREASED
Shares468,375 from 464,102
Change+4,273 (+1%)
Value$107.0M (+$14.1M)
Filed 2026-10-15
Thoroughbred Financial Services, LLC
DECREASED
Shares467,892 from 515,426
Change-47,534 (-9%)
Value$106.9K (-$103.0M)
Filed 2026-11-09
Woodstock Corp
DECREASED
Shares466,031 from 502,723
Change-36,692 (-7%)
Value$106.4M (+$5.8M)
Filed 2026-10-13
Steel Grove Capital Advisors, LLC
DECREASED
Shares465,254 from 468,033
Change-2,779 (-1%)
Value$106.3M (+$12.6M)
Filed 2026-10-13
Vantage Investment Partners, LLC
INCREASED
Shares465,076 from 344,235
Change+120,841 (+35%)
Value$106.2M (+$37.3M)
Filed 2026-10-27
Cohen Klingenstein LLC
INCREASED
Shares464,344 from 464,060
Change+284 (+0%)
Value$106.0M (+$13.2M)
Filed 2026-10-15
Chesley Taft & Associates LLC
DECREASED
Shares463,267 from 464,689
Change-1,422 (0%)
Value$105.8M (+$12.8M)
Filed 2026-10-13
Penn Davis Mcfarland Inc
DECREASED
Shares462,223 from 465,988
Change-3,765 (-1%)
Value$105.6M (+$12.3M)
Filed 2026-10-23
Capital Investment Advisors, LLC
INCREASED
Shares462,013 from 439,376
Change+22,637 (+5%)
Value$105.5M (+$17.6M)
Filed 2026-10-22
International Assets Investment Management, LLC
DECREASED
Shares462,008 from 477,565
Change-15,557 (-3%)
Value$106.6M (+$16.1M)
Filed 2026-11-02
Sapient Capital LLC
DECREASED
Shares460,246 from 463,145
Change-2,899 (-1%)
Value$105.2M (+$12.6M)
Filed 2026-10-08
Belpointe Asset Management LLC
INCREASED
Shares456,034 from 397,385
Change+58,649 (+15%)
Value$104.1M (+$24.6M)
Filed 2026-11-09
BLB&B Advisors, LLC
DECREASED
Shares445,271 from 454,119
Change-8,848 (-2%)
Value$101.7M (+$10.8M)
Filed 2026-10-27
Avidian Wealth Enterprises, LLC
DECREASED
Shares440,496 from 505,177
Change-64,681 (-13%)
Value$100.6M (-$480.5K)
Filed 2026-10-08
First National Trust Co
DECREASED
Shares438,506 from 468,897
Change-30,391 (-6%)
Value$100.1M (+$6.3M)
Filed 2026-10-28
Caitong International Asset Management Co., Ltd
INCREASED
Shares437,740 from 19
Change+437,721 (+2303795%)
Value$100.0M (+$100.0M)
Filed 2026-10-29
Ascentis Independent Advisors
INCREASED
Shares434,531 from 1,213
Change+433,318 (+35723%)
Value$99.2M (+$99.0M)
Filed 2026-11-03
Coastline Trust Co
DECREASED
Shares433,372 from 454,787
Change-21,415 (-5%)
Value$99.0M (+$8.0M)
Filed 2026-10-01
Financiere des Professionnels - Fonds d'investissement inc.
DECREASED
Shares432,440 from 452,186
Change-19,746 (-4%)
Value$98.8M (+$8.3M)
Filed 2026-11-03
Heritage Investors Management Corp
DECREASED
Shares430,089 from 484,082
Change-53,993 (-11%)
Value$98.2K (-$96.8M)
Filed 2026-10-29
Petredis Investment Advisors LLC
INCREASED
Shares429,735 from 428,928
Change+807 (+0%)
Value$98.1M (+$12.3M)
Filed 2026-10-20
United Asset Strategies, Inc.
INCREASED
Shares428,009 from 423,723
Change+4,286 (+1%)
Value$97.7M (+$13.0M)
Filed 2026-10-28
Bender Robert & Associates
DECREASED
Shares423,512 from 436,254
Change-12,742 (-3%)
Value$96.7M (+$9.4M)
Filed 2026-10-21
Alta Capital Management LLC/
DECREASED
Shares419,885 from 496,572
Change-76,687 (-15%)
Value$95.9M (-$3.5M)
Filed 2026-10-26
VestGen Advisors, LLC
DECREASED
Shares419,346 from 443,655
Change-24,309 (-5%)
Value$95.8M (+$7.0M)
Filed 2026-10-27
Burney Co/
INCREASED
Shares417,750 from 408,265
Change+9,485 (+2%)
Value$95.4M (+$13.7M)
Filed 2026-10-15
Sowell Financial Services LLC
INCREASED
Shares415,598 from 413,140
Change+2,458 (+1%)
Value$94.9M (+$12.2M)
Filed 2026-10-23
Forbes J M & Co LLP
INCREASED
Shares414,658 from 412,311
Change+2,347 (+1%)
Value$94.7M (+$12.2M)
Filed 2026-10-16
Cache Advisors, LLC
INCREASED
Shares413,830 from 389,421
Change+24,409 (+6%)
Value$94.5M (+$16.6M)
Filed 2026-10-16
Kepler Cheuvreux (Suisse) SA
INCREASED
Shares413,527 from 346,888
Change+66,639 (+19%)
Value$94.4M (+$25.1M)
Filed 2026-10-20
Security National Bank
DECREASED
Shares413,286 from 418,109
Change-4,823 (-1%)
Value$94.4M (+$10.7M)
Filed 2026-10-26
Obermeyer Wealth Partners
DECREASED
Shares411,390 from 417,763
Change-6,373 (-2%)
Value$94.0M (+$10.4M)
Filed 2026-10-21
Perryman Financial Advisory Inc
DECREASED
Shares409,627 from 412,674
Change-3,047 (-1%)
Value$93.6M (+$11.0M)
Filed 2026-10-16
Aberdeen Group plc
DECREASED
Shares405,503 from 19,966,591
Change-19,561,088 (-98%)
Value$96.3M (-$3.9B)
Filed 2026-11-06
Private Advisory Group LLC
DECREASED
Shares401,171 from 435,514
Change-34,343 (-8%)
Value$91.6M (+$4.5M)
Filed 2026-11-06
Penobscot Investment Management Company, Inc.
DECREASED
Shares400,153 from 412,569
Change-12,416 (-3%)
Value$91.4M (+$8.8M)
Filed 2026-10-26
JAG Capital Management, LLC
INCREASED
Shares400,051 from 398,571
Change+1,480 (+0%)
Value$91.4M (+$11.6M)
Filed 2026-11-06
Western Wealth Management, LLC
DECREASED
Shares400,016 from 400,837
Change-821 (0%)
Value$91.4M (+$11.2M)
Filed 2026-11-09
Ashton Thomas Private Wealth, LLC
INCREASED
Shares399,547 from 386,184
Change+13,363 (+3%)
Value$91.2M (+$14.0M)
Filed 2026-11-03
Signature Estate & Investment Advisors LLC
INCREASED
Shares397,730 from 84,516
Change+313,214 (+371%)
Value$90.8M (+$73.9M)
Filed 2026-10-13
Ascent Group, LLC
DECREASED
Shares397,252 from 406,095
Change-8,843 (-2%)
Value$90.7M (+$9.5M)
Filed 2026-10-30
Loftus Peak Pty Ltd
INCREASED
Shares396,998 from 395,452
Change+1,546 (+0%)
Value$90.7M (+$11.5M)
Filed 2026-10-15
Moran Wealth Management, LLC
INCREASED
Shares393,611 from 313,984
Change+79,627 (+25%)
Value$89.9M (+$27.1M)
Filed 2026-10-22
Rockline Wealth Management, LLC
DECREASED
Shares391,774 from 396,144
Change-4,370 (-1%)
Value$89.5M (+$10.2M)
Filed 2026-10-26
Wealthcare Advisory Partners LLC
INCREASED
Shares391,697 from 378,479
Change+13,218 (+3%)
Value$89.5M (+$13.7M)
Filed 2026-10-21
Cookson Peirce & Co Inc
INCREASED
Shares391,523 from 156,203
Change+235,320 (+151%)
Value$89.4M (+$58.2M)
Filed 2026-10-30
Matthew 25 Management Corp
INCREASED
Shares385,000 from 380,500
Change+4,500 (+1%)
Value$87.9M (+$11.8M)
Filed 2026-11-10
KCM Investment Advisors LLC
INCREASED
Shares384,170 from 372,859
Change+11,311 (+3%)
Value$87.7M (+$13.1M)
Filed 2026-10-27
Abner Herrman & Brock LLC
DECREASED
Shares383,945 from 388,852
Change-4,907 (-1%)
Value$87.7K (+$9.9K)
Filed 2026-10-20
Suncoast Equity Management
DECREASED
Shares383,227 from 395,024
Change-11,797 (-3%)
Value$87.5M (+$8.5M)
Filed 2026-11-03
Davidson Investment Advisors
DECREASED
Shares383,124 from 388,989
Change-5,865 (-2%)
Value$87.5M (+$9.7M)
Filed 2026-10-20
First American Bank
DECREASED
Shares383,014 from 384,366
Change-1,352 (0%)
Value$87.5M (+$10.6M)
Filed 2026-10-27
Sycomore Asset Management
UNCHANGED
Shares380,389 from 380,389
Change0 (0%)
Value$81.7K ($0)
Filed 2026-10-26
Eagle Global Advisors LLC
DECREASED
Shares378,889 from 379,255
Change-366 (0%)
Value$86.5M (+$10.6M)
Filed 2026-11-02
Bahl & Gaynor LLC
INCREASED
Shares378,401 from 221,851
Change+156,550 (+71%)
Value$86.4M (+$42.0M)
Filed 2026-11-05
Saratoga Research & Investment Management
DECREASED
Shares378,238 from 384,865
Change-6,627 (-2%)
Value$86.4M (+$9.4M)
Filed 2026-10-16
Fulton Bank, N.A.
INCREASED
Shares375,728 from 342,313
Change+33,415 (+10%)
Value$85.8M (+$17.3M)
Filed 2026-10-14
Alta Advisers Ltd
INCREASED
Shares375,257 from 272,438
Change+102,819 (+38%)
Value$85.7M (+$31.2M)
Filed 2026-11-02
Trust Co of Vermont
INCREASED
Shares374,883 from 363,585
Change+11,298 (+3%)
Value$85.6M (+$12.9M)
Filed 2026-10-21
Talbot Financial, LLC
INCREASED
Shares372,503 from 347,454
Change+25,049 (+7%)
Value$85.1M (+$15.6M)
Filed 2026-10-19
Highland Capital Management, LLC
DECREASED
Shares369,650 from 374,948
Change-5,298 (-1%)
Value$84.4M (+$9.4M)
Filed 2026-10-26
Nixon Peabody Trust Co
INCREASED
Shares369,596 from 352,621
Change+16,975 (+5%)
Value$84.4M (+$13.9M)
Filed 2026-10-23
Sagespring Wealth Partners, LLC
INCREASED
Shares363,492 from 326,560
Change+36,932 (+11%)
Value$83.0M (+$17.7M)
Filed 2026-10-22
Rockland Trust Co
INCREASED
Shares361,309 from 339,645
Change+21,664 (+6%)
Value$82.5M (+$14.6M)
Filed 2026-10-05
Boston Common Asset Management, LLC
DECREASED
Shares360,821 from 364,844
Change-4,023 (-1%)
Value$82.4M (+$9.4M)
Filed 2026-10-13
Princeton Capital Management LLC
DECREASED
Shares359,672 from 361,332
Change-1,660 (0%)
Value$82.1M (+$9.8M)
Filed 2026-10-27
Central Bank & Trust Co
DECREASED
Shares359,128 from 367,069
Change-7,941 (-2%)
Value$82.0M (+$8.6M)
Filed 2026-10-09
Fideuram Asset Management (Ireland) dac
DECREASED
Shares358,768 from 464,725
Change-105,957 (-23%)
Value$78.7M (-$17.9M)
Filed 2026-10-29
O'Keefe Stevens Advisory, Inc.
DECREASED
Shares352,864 from 361,379
Change-8,515 (-2%)
Value$80.6M (+$8.3M)
Filed 2026-10-09
McGuire Investment Group, LLC
INCREASED
Shares352,669 from 345,691
Change+6,978 (+2%)
Value$80.5M (+$11.4M)
Filed 2026-10-23
Masterinvest Kapitalanlage GmbH
DECREASED
Shares351,890 from 354,508
Change-2,618 (-1%)
Value$80.4M (+$9.4M)
Filed 2026-11-03
Grimes & Co Wealth Management, LLC
INCREASED
Shares349,551 from 343,683
Change+5,868 (+2%)
Value$79.8M (+$11.1M)
Filed 2026-10-29
Compound Planning, Inc.
DECREASED
Shares348,767 from 369,170
Change-20,403 (-6%)
Value$79.7M (+$5.8M)
Filed 2026-11-09
Grandview Asset Management LLC
DECREASED
Shares347,346 from 368,103
Change-20,757 (-6%)
Value$79.3M (+$5.7M)
Filed 2026-10-19
Univest Financial Corp
INCREASED
Shares346,916 from 330,307
Change+16,609 (+5%)
Value$79.2M (+$13.1M)
Filed 2026-11-05
Wesbanco Bank Inc
DECREASED
Shares346,414 from 493,468
Change-147,054 (-30%)
Value$79.1M (-$19.6M)
Filed 2026-11-04
Venture Visionary Partners LLC
INCREASED
Shares345,180 from 311,700
Change+33,480 (+11%)
Value$78.8M (+$16.5M)
Filed 2026-10-07
PKO Investment Management Joint-Stock Co
DECREASED
Shares342,044 from 368,000
Change-25,956 (-7%)
Value$78.1M (+$4.5M)
Filed 2026-10-19
Pine Valley Investments Ltd Liability Co
DECREASED
Shares340,496 from 344,578
Change-4,082 (-1%)
Value$77.8M (+$8.8M)
Filed 2026-11-09
Alberta Investment Management Corp
DECREASED
Shares340,000 from 474,600
Change-134,600 (-28%)
Value$77.6M (-$17.3M)
Filed 2026-11-09
MAR Vista Investment Partners LLC
DECREASED
Shares337,007 from 350,322
Change-13,315 (-4%)
Value$77.0M (+$6.9M)
Filed 2026-11-09
Arthur M. Cohen & Associates, LLC
DECREASED
Shares336,044 from 341,989
Change-5,945 (-2%)
Value$76.7M (+$8.3M)
Filed 2026-10-26
Huntleigh Advisors, Inc.
DECREASED
Shares335,388 from 349,962
Change-14,574 (-4%)
Value$76.6M (+$6.6M)
Filed 2026-11-03
Turtle Creek Wealth Advisors, LLC
INCREASED
Shares335,027 from 318,478
Change+16,549 (+5%)
Value$76.5M (+$12.8M)
Filed 2026-10-15
Robertson Stephens Wealth Management, LLC
INCREASED
Shares334,031 from 332,607
Change+1,424 (+0%)
Value$76.4M (+$9.8M)
Filed 2026-10-16
Jefferies Financial Group Inc.
DECREASED
Shares333,272 from 694,722
Change-361,450 (-52%)
Value$76.1M (-$62.9M)
Filed 2026-11-05
Addenda Capital Inc.
INCREASED
Shares333,029 from 263,605
Change+69,424 (+26%)
Value$76.1M (+$23.4M)
Filed 2026-10-13
Meiji Yasuda America Inc
INCREASED
Shares331,525 from 266,970
Change+64,555 (+24%)
Value$75.7M (+$22.3M)
Filed 2026-10-22
Emerald Investment Advisers, LLC
DECREASED
Shares331,241 from 343,758
Change-12,517 (-4%)
Value$75.6M (+$6.9M)
Filed 2026-11-09
Spear Holdings RSC Ltd
DECREASED
Shares331,062 from 459,110
Change-128,048 (-28%)
Value$75.6M (-$16.3M)
Filed 2026-11-10
Dynamic Advisor Solutions LLC
INCREASED
Shares330,380 from 306,725
Change+23,655 (+8%)
Value$75.5M (+$14.1M)
Filed 2026-10-13
Alerus Financial NA
DECREASED
Shares329,915 from 333,736
Change-3,821 (-1%)
Value$75.3M (+$8.6M)
Filed 2026-11-09
Bdf-Gestion
DECREASED
Shares325,856 from 341,359
Change-15,503 (-5%)
Value$74.4M (+$73.1M)
Filed 2026-10-19
Applied Finance Capital Management, LLC
INCREASED
Shares323,640 from 192,007
Change+131,633 (+69%)
Value$73.9M (+$35.5M)
Filed 2026-11-03
Ninety One SA (PTY) Ltd
DECREASED
Shares323,159 from 327,559
Change-4,400 (-1%)
Value$74.2M (+$9.0M)
Filed 2026-10-15
Quadrant Private Wealth Management, LLC
INCREASED
Shares321,742 from 307,017
Change+14,725 (+5%)
Value$73.6M (+$12.1M)
Filed 2026-11-04
Peddock Capital Advisors, LLC
DECREASED
Shares319,571 from 324,409
Change-4,838 (-1%)
Value$73.0M (+$8.1M)
Filed 2026-10-16
Cyndeo Wealth Partners, LLC
INCREASED
Shares318,100 from 317,047
Change+1,053 (+0%)
Value$72.6M (+$9.2M)
Filed 2026-10-16
Fortis Capital Advisors, LLC
INCREASED
Shares314,681 from 258,383
Change+56,298 (+22%)
Value$71.9M (+$20.2M)
Filed 2026-11-09
Simplicity Wealth,LLC
INCREASED
Shares313,837 from 276,909
Change+36,928 (+13%)
Value$71.7M (+$16.3M)
Filed 2026-10-23
Level Four Advisory Services, LLC
INCREASED
Shares313,350 from 312,879
Change+471 (+0%)
Value$71.6M (+$9.0M)
Filed 2026-11-06
HCR Wealth Advisors
INCREASED
Shares312,891 from 307,290
Change+5,601 (+2%)
Value$71.5M (+$10.0M)
Filed 2026-10-15
Fulton Breakefield Broenniman LLC
DECREASED
Shares312,385 from 319,367
Change-6,982 (-2%)
Value$71.3M (+$7.4M)
Filed 2026-11-03
Cornerstone Wealth Group, LLC
DECREASED
Shares312,055 from 312,348
Change-293 (0%)
Value$71.3M (+$8.8M)
Filed 2026-11-02
Overbrook Management Corp
DECREASED
Shares309,939 from 315,033
Change-5,094 (-2%)
Value$70.8M (+$7.7M)
Filed 2026-10-08
S-Bank Fund Management Ltd
INCREASED
Shares309,242 from 290,313
Change+18,929 (+7%)
Value$70.6M (+$12.5M)
Filed 2026-11-06
Caldwell Trust Co
DECREASED
Shares309,130 from 311,134
Change-2,004 (-1%)
Value$70.6M (+$8.3M)
Filed 2026-10-30
GAM Holding AG
DECREASED
Shares308,656 from 351,622
Change-42,966 (-12%)
Value$70.5M (+$134.8K)
Filed 2026-11-03
RFG Advisory, LLC
INCREASED
Shares308,594 from 265,149
Change+43,445 (+16%)
Value$70.5M (+$17.4M)
Filed 2026-11-03
GW Henssler & Associates LTD
INCREASED
Shares307,786 from 302,602
Change+5,184 (+2%)
Value$70.3M (+$9.7M)
Filed 2026-10-26
Third View Private Wealth, LLC
INCREASED
Shares306,795 from 297,826
Change+8,969 (+3%)
Value$70.1M (+$10.5M)
Filed 2026-10-30
Greenwood Gearhart LLC
INCREASED
Shares306,728 from 300,798
Change+5,930 (+2%)
Value$70.1M (+$9.9M)
Filed 2026-11-02
Florida Trust Wealth Management Co
INCREASED
Shares305,560 from 297,128
Change+8,432 (+3%)
Value$69.8M (+$10.3M)
Filed 2026-11-05
Kornitzer Capital Management Inc
DECREASED
Shares302,926 from 319,063
Change-16,137 (-5%)
Value$69.2M (+$5.3M)
Filed 2026-11-03
Fishman JAY A LTD
DECREASED
Shares301,547 from 310,284
Change-8,737 (-3%)
Value$68.9M (+$6.8M)
Filed 2026-10-26
Synergy Asset Management, LLC
DECREASED
Shares299,243 from 326,910
Change-27,667 (-8%)
Value$68.3M (+$2.9M)
Filed 2026-11-05
Harbour Investments, Inc.
DECREASED
Shares298,412 from 327,830
Change-29,418 (-9%)
Value$68.2M (+$2.6M)
Filed 2026-11-09
Kingswood Wealth Advisors, LLC
DECREASED
Shares298,277 from 312,815
Change-14,538 (-5%)
Value$68.1M (+$5.5M)
Filed 2026-10-23
Sara-Bay Financial
DECREASED
Shares298,081 from 304,753
Change-6,672 (-2%)
Value$68.1M (+$7.1M)
Filed 2026-10-21
Capital Investment Services of America, Inc.
DECREASED
Shares298,036 from 315,255
Change-17,219 (-5%)
Value$68.1M (+$5.0M)
Filed 2026-11-02
ARS Investment Partners, LLC
DECREASED
Shares297,587 from 301,266
Change-3,679 (-1%)
Value$68.0M (+$7.7M)
Filed 2026-11-05
Marathon Asset Management Ltd
INCREASED
Shares296,231 from 280,561
Change+15,670 (+6%)
Value$67.7M (+$11.6M)
Filed 2026-10-26
Mather Group, Llc.
INCREASED
Shares293,789 from 249,554
Change+44,235 (+18%)
Value$67.1M (+$17.2M)
Filed 2026-10-14
Beacon Investment Advisory Services, Inc.
DECREASED
Shares293,375 from 312,373
Change-18,998 (-6%)
Value$67.0M (+$4.5M)
Filed 2026-10-13
Jacobs & Co
DECREASED
Shares293,140 from 295,599
Change-2,459 (-1%)
Value$66.9K (+$7.8K)
Filed 2026-10-09
WestEnd Advisors, LLC
INCREASED
Shares292,183 from 291,918
Change+265 (+0%)
Value$66.7M (+$8.3M)
Filed 2026-10-27
Curtis Advisory Group, LLC
DECREASED
Shares289,814 from 290,601
Change-787 (0%)
Value$66.2M (+$8.0M)
Filed 2026-10-28
Norden Group LLC
INCREASED
Shares289,620 from 283,694
Change+5,926 (+2%)
Value$66.1M (+$9.4M)
Filed 2026-10-20
Convergence Investment Partners, LLC
INCREASED
Shares289,264 from 197,044
Change+92,220 (+47%)
Value$66.1M (+$26.6M)
Filed 2026-10-28
AlphaCore Capital LLC
INCREASED
Shares289,127 from 275,090
Change+14,037 (+5%)
Value$66.1M (+$11.1M)
Filed 2026-11-04
Principle Wealth Partners LLC
INCREASED
Shares288,093 from 285,774
Change+2,319 (+1%)
Value$65.8M (+$8.6M)
Filed 2026-11-02
Sky Investment Group LLC
INCREASED
Shares287,769 from 279,677
Change+8,092 (+3%)
Value$65.7M (+$9.8M)
Filed 2026-10-30
Geneos Wealth Management Inc.
INCREASED
Shares287,609 from 229,769
Change+57,840 (+25%)
Value$65.7M (+$19.7M)
Filed 2026-11-09
Albion Financial Group
INCREASED
Shares286,594 from 280,015
Change+6,579 (+2%)
Value$65.5M (+$9.4M)
Filed 2026-10-21
Tran Capital Management, L.P.
DECREASED
Shares286,211 from 291,411
Change-5,200 (-2%)
Value$65.4M (+$7.1M)
Filed 2026-10-19
Concentrum Wealth Management
DECREASED
Shares286,094 from 302,269
Change-16,175 (-5%)
Value$65.3M (+$4.9M)
Filed 2026-11-09
Morningstar Investment Management LLC
INCREASED
Shares284,311 from 227,923
Change+56,388 (+25%)
Value$64.9M (+$25.2M)
Filed 2026-11-09
Krilogy Financial LLC
INCREASED
Shares283,467 from 278,724
Change+4,743 (+2%)
Value$64.2M (+$8.4M)
Filed 2026-10-13
Strategic Planning Group, LLC
INCREASED
Shares282,313 from 184,436
Change+97,877 (+53%)
Value$64.5M (+$27.6M)
Filed 2026-10-22
TD Private Client Wealth LLC
DECREASED
Shares281,678 from 281,942
Change-264 (0%)
Value$64.3M (+$7.9M)
Filed 2026-10-28
Avity Investment Management Inc.
DECREASED
Shares281,538 from 294,605
Change-13,067 (-4%)
Value$64.3M (+$5.4M)
Filed 2026-10-09
Certuity, LLC
INCREASED
Shares279,993 from 272,565
Change+7,428 (+3%)
Value$63.9M (+$9.5M)
Filed 2026-11-02
Compass Capital Management, Inc
DECREASED
Shares278,890 from 289,399
Change-10,509 (-4%)
Value$63.7M (+$5.8M)
Filed 2026-11-06
Capital Investment Advisory Services, LLC
DECREASED
Shares277,801 from 278,059
Change-258 (0%)
Value$63.5M (+$7.8M)
Filed 2026-10-30
Flagship Harbor Advisors, LLC
DECREASED
Shares276,105 from 280,933
Change-4,828 (-2%)
Value$63.1M (+$6.8M)
Filed 2026-10-26
Mirae Asset Securities (USA) Inc.
INCREASED
Shares275,699 from 261,138
Change+14,561 (+6%)
Value$63.0M (+$10.7M)
Filed 2026-10-15
Anderson Hoagland & Co
INCREASED
Shares275,450 from 261,581
Change+13,869 (+5%)
Value$58.5M (+$6.1M)
Filed 2026-10-23
WealthPlan Investment Management, LLC
INCREASED
Shares273,587 from 262,484
Change+11,103 (+4%)
Value$62.5M (+$10.0M)
Filed 2026-10-15
Root Financial Partners, LLC
INCREASED
Shares272,353 from 234,709
Change+37,644 (+16%)
Value$62.2M (+$15.2M)
Filed 2026-10-21
Accurate Wealth Management, LLC
INCREASED
Shares271,232 from 247,781
Change+23,451 (+9%)
Value$62.0M (+$9.8M)
Filed 2026-10-20
Generali Powszechne Towarzystwo Emerytalne
UNCHANGED
Shares270,000 from 270,000
Change0 (0%)
Value$61.7M (+$7.6M)
Filed 2026-11-06
Leonteq Securities AG
DECREASED
Shares268,953 from 405,327
Change-136,374 (-34%)
Value$61.4M (-$19.7M)
Filed 2026-10-29
Coronation Fund Managers Ltd.
INCREASED
Shares268,556 from 11,882
Change+256,674 (+2160%)
Value$61.3M (+$59.0M)
Filed 2026-10-27
Investment House LLC
DECREASED
Shares267,999 from 412,272
Change-144,273 (-35%)
Value$61.2M (-$21.3M)
Filed 2026-10-21
Trust Asset Management LLC
UNCHANGED
Shares267,768 from 267,768
Change0 (0%)
Value$61.2M (+$7.6M)
Filed 2026-11-03
Symphony Financial, Ltd. Co.
INCREASED
Shares267,540 from 200,102
Change+67,438 (+34%)
Value$61.5M (+$22.4M)
Filed 2026-10-22
Bensler, LLC
DECREASED
Shares266,092 from 273,010
Change-6,918 (-3%)
Value$60.8M (+$6.1M)
Filed 2026-11-05
Mitchell Capital Management Co
DECREASED
Shares265,983 from 271,289
Change-5,306 (-2%)
Value$60.7M (+$6.5M)
Filed 2026-10-29
KMG Fiduciary Partners, LLC
DECREASED
Shares265,542 from 282,240
Change-16,698 (-6%)
Value$60.6M (+$4.2M)
Filed 2026-10-14
Brown Miller Wealth Management, LLC
DECREASED
Shares264,361 from 264,758
Change-397 (0%)
Value$60.4M (+$7.4M)
Filed 2026-11-02
Signal Advisors Wealth, LLC
NEW
Shares262,533
Change+262,533
Value$60.0M
Filed 2026-10-13
Patton Albertson Miller Group, LLC
DECREASED
Shares261,918 from 265,472
Change-3,554 (-1%)
Value$59.8M (+$6.7M)
Filed 2026-10-26
Purus Wealth Management, LLC
DECREASED
Shares261,775 from 264,152
Change-2,377 (-1%)
Value$59.8M (+$6.9M)
Filed 2026-10-15
Cornerstone Wealth Management, LLC
DECREASED
Shares260,538 from 263,411
Change-2,873 (-1%)
Value$59.5M (+$6.8M)
Filed 2026-11-04
J. L. Bainbridge & Co., Inc.
INCREASED
Shares260,160 from 198,236
Change+61,924 (+31%)
Value$59.4M (+$19.8M)
Filed 2026-10-20
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares260,039 from 255,649
Change+4,390 (+2%)
Value$59.4M (+$8.2M)
Filed 2026-10-13
Nfsg Corp
INCREASED
Shares256,803 from 244,058
Change+12,745 (+5%)
Value$58.6M (+$9.8M)
Filed 2026-10-15
Empire Life Investments Inc.
DECREASED
Shares256,416 from 258,863
Change-2,447 (-1%)
Value$58.6M (+$6.8M)
Filed 2026-11-06
Means Investment Co., Inc.
DECREASED
Shares255,959 from 262,746
Change-6,787 (-3%)
Value$58.5M (+$5.9M)
Filed 2026-11-03
Axxcess Wealth Management, LLC
DECREASED
Shares255,068 from 539,701
Change-284,633 (-53%)
Value$58.3M (-$49.7M)
Filed 2026-10-21
EverSource Wealth Advisors, LLC
INCREASED
Shares254,186 from 242,540
Change+11,646 (+5%)
Value$58.1M (+$9.5M)
Filed 2026-11-04
CoreCap Advisors, LLC
INCREASED
Shares253,471 from 243,104
Change+10,367 (+4%)
Value$57.9M (+$9.2M)
Filed 2026-10-08
Gemmer Asset Management LLC
DECREASED
Shares252,625 from 253,718
Change-1,093 (0%)
Value$57.7M (+$6.9M)
Filed 2026-10-16
RMR Wealth Builders
INCREASED
Shares252,608 from 249,506
Change+3,102 (+1%)
Value$57.8M (+$7.8M)
Filed 2026-10-22
Azzad Asset Management Inc
DECREASED
Shares250,857 from 253,937
Change-3,080 (-1%)
Value$57.3M (+$6.5M)
Filed 2026-11-04
Cooper Financial Group
INCREASED
Shares250,622 from 238,236
Change+12,386 (+5%)
Value$57.2M (+$9.6M)
Filed 2026-10-07
Smith Group Asset Management, LLC
INCREASED
Shares250,429 from 72,078
Change+178,351 (+247%)
Value$57.2M (+$42.8M)
Filed 2026-10-27
Everhart Financial Group, Inc.
INCREASED
Shares250,133 from 240,854
Change+9,279 (+4%)
Value$57.1M (+$8.9M)
Filed 2026-10-08
Balboa Wealth Partners
DECREASED
Shares249,229 from 249,510
Change-281 (0%)
Value$56.9M (+$7.0M)
Filed 2026-10-20
Aljian Capital Management, LLC
DECREASED
Shares247,634 from 248,161
Change-527 (0%)
Value$56.6M (+$6.9M)
Filed 2026-10-28
William John Sempolinski
DECREASED
Shares246,852 from 251,777
Change-4,925 (-2%)
Value$56.4M (+$6.0M)
Filed 2026-10-20
Eulav Asset Management
INCREASED
Shares246,179 from 246,174
Change+5 (0%)
Value$56.2M (+$7.0M)
Filed 2026-10-23
Nwam LLC
INCREASED
Shares245,952 from 240,813
Change+5,139 (+2%)
Value$56.2M (+$8.0M)
Filed 2026-11-09
Trifecta Capital Advisors, LLC
INCREASED
Shares244,407 from 241,466
Change+2,941 (+1%)
Value$55.8M (+$7.5M)
Filed 2026-10-21
Avior Wealth Management, LLC
DECREASED
Shares244,306 from 252,383
Change-8,077 (-3%)
Value$55.8M (+$5.3M)
Filed 2026-10-13
Krane Funds Advisors LLC
INCREASED
Shares244,223 from 215,758
Change+28,465 (+13%)
Value$55.8M (+$12.6M)
Filed 2026-11-09
Segment Wealth Management, LLC
INCREASED
Shares243,953 from 242,587
Change+1,366 (+1%)
Value$55.7M (+$7.2M)
Filed 2026-10-26
BG Investment Services, LLC
INCREASED
Shares243,779 from 12,207
Change+231,572 (+1897%)
Value$55.7M (+$53.2M)
Filed 2026-10-23
Integrity Alliance, Llc.
DECREASED
Shares243,583 from 244,798
Change-1,215 (0%)
Value$55.6M (+$6.6M)
Filed 2026-10-29
HighPoint Advisor Group LLC
INCREASED
Shares242,797 from 240,486
Change+2,311 (+1%)
Value$55.5M (+$7.3M)
Filed 2026-11-09
Foster Dykema Cabot & Partners, LLC
INCREASED
Shares242,482 from 187,161
Change+55,321 (+30%)
Value$55.4M (+$18.0M)
Filed 2026-10-30
Washington Trust Bank
INCREASED
Shares242,000 from 239,602
Change+2,398 (+1%)
Value$55.3M (+$7.3M)
Filed 2026-11-03
Elite Wealth Management, Inc.
INCREASED
Shares241,639 from 201,214
Change+40,425 (+20%)
Value$55.2M (+$14.9M)
Filed 2026-11-03
Granite Investment Partners, LLC
INCREASED
Shares239,887 from 231,229
Change+8,658 (+4%)
Value$54.8M (+$8.5M)
Filed 2026-11-04
University of Texas S AM Investment Management Co
DECREASED
Shares239,433 from 251,765
Change-12,332 (-5%)
Value$54.7M (+$4.4M)
Filed 2026-11-03
Argent Trust Co
INCREASED
Shares238,889 from 226,945
Change+11,944 (+5%)
Value$54.6M (+$9.1M)
Filed 2026-11-09
Bochk Asset Management Ltd
INCREASED
Shares238,799 from 210,169
Change+28,630 (+14%)
Value$54.5M (+$12.5M)
Filed 2026-10-29
Legacy Private Trust Co.
DECREASED
Shares238,578 from 243,225
Change-4,647 (-2%)
Value$54.5M (+$5.8M)
Filed 2026-10-06
Tompkins Financial Corp
DECREASED
Shares238,194 from 255,190
Change-16,996 (-7%)
Value$54.4M (+$3.3M)
Filed 2026-10-05
OceanIQ Capital, LLC
INCREASED
Shares237,830 from 232,775
Change+5,055 (+2%)
Value$54.3M (+$3.7M)
Filed 2026-10-19
Y-Intercept (Hong Kong) Ltd
INCREASED
Shares237,805 from 129,840
Change+107,965 (+83%)
Value$54.3M (+$28.3M)
Filed 2026-10-16
Palacios Wealth Management, LLC
INCREASED
Shares237,703 from 235,123
Change+2,580 (+1%)
Value$54.3M (+$7.2M)
Filed 2026-11-04
Fulcrum Asset Management LLP
INCREASED
Shares237,348 from 232,336
Change+5,012 (+2%)
Value$53.9M (+$8.6M)
Filed 2026-11-04
Ariose Capital Management Ltd
NEW
Shares236,372
Change+236,372
Value$54.0M
Filed 2026-11-02
General American Investors Co Inc
INCREASED
Shares235,979 from 205,979
Change+30,000 (+15%)
Value$53.9M (+$12.7M)
Filed 2026-11-02
KRS Capital Management, LLC
INCREASED
Shares234,640 from 234,396
Change+244 (+0%)
Value$53.6M (+$6.7M)
Filed 2026-10-16
HBK Sorce Advisory LLC
INCREASED
Shares233,520 from 232,344
Change+1,176 (+1%)
Value$42.4M (-$8.5M)
Filed 2026-11-06
Oakmont Corp
DECREASED
Shares233,414 from 252,439
Change-19,025 (-8%)
Value$53.3M (+$2.8M)
Filed 2026-11-09
Parcion Private Wealth LLC
INCREASED
Shares233,293 from 224,945
Change+8,348 (+4%)
Value$53.3M (+$8.3M)
Filed 2026-10-28
Cidel Asset Management Inc
DECREASED
Shares232,743 from 276,581
Change-43,838 (-16%)
Value$53.2M (-$2.2M)
Filed 2026-10-29
Burr Financial Services, LLC
DECREASED
Shares231,470 from 236,145
Change-4,675 (-2%)
Value$52.9M (+$5.6M)
Filed 2026-10-08
Sierra Summit Advisors LLC
INCREASED
Shares230,976 from 229,673
Change+1,303 (+1%)
Value$52.8M (+$6.8M)
Filed 2026-10-28
Provenance Wealth Advisors, LLC
INCREASED
Shares229,427 from 92,759
Change+136,668 (+147%)
Value$52.4M (+$33.8M)
Filed 2026-10-30
Strategic Blueprint, LLC
DECREASED
Shares228,422 from 229,352
Change-930 (0%)
Value$52.2M (+$6.3M)
Filed 2026-10-22
Y.D. More Investments Ltd
INCREASED
Shares227,903 from 186,194
Change+41,709 (+22%)
Value$52.0M (+$14.8M)
Filed 2026-11-02
Partners Wealth Management, LLC
INCREASED
Shares227,754 from 9,478
Change+218,276 (+2303%)
Value$52.1M (+$50.2M)
Filed 2026-10-28
Barlow Wealth Partners, LLC
INCREASED
Shares227,473 from 225,776
Change+1,697 (+1%)
Value$54.4M (+$8.3M)
Filed 2026-10-15
Genus Capital Management Inc.
INCREASED
Shares227,196 from 219,041
Change+8,155 (+4%)
Value$51.9M (+$8.1M)
Filed 2026-11-04
River Wealth Advisors LLC
INCREASED
Shares227,170 from 224,298
Change+2,872 (+1%)
Value$51.9M (+$7.0M)
Filed 2026-11-09
Lowe Brockenbrough & Co Inc
INCREASED
Shares226,980 from 226,813
Change+167 (+0%)
Value$51.8M (+$6.5M)
Filed 2026-11-09
TigerOak Management, L.L.C.
DECREASED
Shares226,961 from 227,718
Change-757 (0%)
Value$51.8M (+$6.3M)
Filed 2026-10-23
Integrated Advisors Network LLC
DECREASED
Shares224,540 from 236,543
Change-12,003 (-5%)
Value$51.3M (+$4.0M)
Filed 2026-10-20
Great Lakes Retirement, Inc.
DECREASED
Shares223,960 from 224,134
Change-174 (0%)
Value$51.2M (+$6.4M)
Filed 2026-10-26
KTF Investments, LLC
INCREASED
Shares223,530 from 213,098
Change+10,432 (+5%)
Value$51.0M (+$8.4M)
Filed 2026-10-23
Norris Perne & French LLP
DECREASED
Shares223,201 from 227,943
Change-4,742 (-2%)
Value$51.0M (+$5.4M)
Filed 2026-10-23
Asset Planning Services Inc
DECREASED
Shares222,933 from 224,278
Change-1,345 (-1%)
Value$50.9K (-$44.8M)
Filed 2026-10-15
Avestar Capital, LLC
DECREASED
Shares222,772 from 840,711
Change-617,939 (-73%)
Value$50.9M (-$117.3M)
Filed 2026-10-28
Nations Financial Group Inc,
DECREASED
Shares222,564 from 257,336
Change-34,772 (-14%)
Value$50.8M (-$661.2K)
Filed 2026-11-05
Decatur Capital Management, Inc.
INCREASED
Shares221,735 from 173,655
Change+48,080 (+28%)
Value$50.6M (+$15.9M)
Filed 2026-11-09
Sloy Dahl & Holst, LLC
DECREASED
Shares220,515 from 223,819
Change-3,304 (-1%)
Value$50.4M (+$5.6M)
Filed 2026-10-14
W.G. Shaheen & Associates DBA Whitney & Co
INCREASED
Shares220,497 from 195,914
Change+24,583 (+13%)
Value$50.4M (+$11.2M)
Filed 2026-11-03
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
INCREASED
Shares219,196 from 195,532
Change+23,664 (+12%)
Value$50.1M (+$11.0M)
Filed 2026-11-09
SVB Wealth LLC
DECREASED
Shares218,742 from 230,866
Change-12,124 (-5%)
Value$50.0M (+$3.8M)
Filed 2026-11-06
Cigna Investments Inc
DECREASED
Shares217,861 from 220,305
Change-2,444 (-1%)
Value$49.8K (-$44.0M)
Filed 2026-10-19
YHB Investment Advisors, Inc.
DECREASED
Shares217,727 from 219,225
Change-1,498 (-1%)
Value$49.7M (+$5.9M)
Filed 2026-10-08
Meyer Handelman Co
INCREASED
Shares217,682 from 186,205
Change+31,477 (+17%)
Value$49.7M (+$12.5M)
Filed 2026-10-28
Titleist Asset Management, LLC
DECREASED
Shares217,360 from 219,719
Change-2,359 (-1%)
Value$49.6M (+$5.7M)
Filed 2026-10-08
King Wealth Management Group
INCREASED
Shares215,754 from 215,020
Change+734 (+0%)
Value$49.3K (-$43.0M)
Filed 2026-11-09
Covenant Asset Management, LLC
DECREASED
Shares215,581 from 235,840
Change-20,259 (-9%)
Value$49.2M (+$2.0M)
Filed 2026-10-14
Lake Street Private Wealth, LLC
INCREASED
Shares215,442 from 215,118
Change+324 (+0%)
Value$49.2M (+$6.2M)
Filed 2026-10-22
Analyst IMS Investment Management Services Ltd.
DECREASED
Shares212,930 from 215,781
Change-2,851 (-1%)
Value$48.6K (-$43.1M)
Filed 2026-11-05
Slow Capital, Inc.
DECREASED
Shares212,265 from 217,244
Change-4,979 (-2%)
Value$48.5M (+$5.0M)
Filed 2026-10-23
Zega Investments, LLC
INCREASED
Shares210,642 from 179,783
Change+30,859 (+17%)
Value$48.1M (+$12.1M)
Filed 2026-11-04
Beaumont Financial Advisors, LLC
INCREASED
Shares210,404 from 209,860
Change+544 (+0%)
Value$48.1M (+$6.1M)
Filed 2026-10-22
Arete Wealth Advisors, LLC
INCREASED
Shares208,996 from 203,959
Change+5,037 (+2%)
Value$47.8M (+$7.0M)
Filed 2026-11-09
Farmers & Merchants Investments Inc
INCREASED
Shares206,966 from 199,159
Change+7,807 (+4%)
Value$47.3M (+$7.4M)
Filed 2026-10-22
Apollon Financial, LLC
INCREASED
Shares206,231 from 205,340
Change+891 (+0%)
Value$47.1M (+$6.0M)
Filed 2026-10-23
Founders Financial Securities LLC
INCREASED
Shares204,162 from 194,114
Change+10,048 (+5%)
Value$46.6M (+$7.8M)
Filed 2026-10-28
Pathway Wealth Management LLC
DECREASED
Shares203,177 from 203,197
Change-20 (0%)
Value$46.4M (+$5.7M)
Filed 2026-10-19
Tamar Securities, LLC
DECREASED
Shares203,017 from 210,280
Change-7,263 (-3%)
Value$46.4M (+$4.3M)
Filed 2026-11-03
West Branch Capital LLC
DECREASED
Shares202,827 from 205,101
Change-2,274 (-1%)
Value$46.3M (+$5.3M)
Filed 2026-10-20
Werlinich Asset Management, LLC
DECREASED
Shares200,620 from 205,570
Change-4,950 (-2%)
Value$45.8M (+$4.7M)
Filed 2026-10-09
Progressive Investment Management Corp
DECREASED
Shares200,232 from 202,607
Change-2,375 (-1%)
Value$45.7M (+$5.2M)
Filed 2026-10-26
Dalton Investments, Inc.
UNCHANGED
Shares200,150 from 200,150
Change0 (0%)
Value$45.7M (+$5.7M)
Filed 2026-11-04
Blue Grotto Capital, LLC
INCREASED
Shares200,000 from 150,642
Change+49,358 (+33%)
Value$45.7M (+$15.5M)
Filed 2026-11-04
Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust
INCREASED
Shares198,192 from 195,639
Change+2,553 (+1%)
Value$45.3M (+$6.1M)
Filed 2026-10-20
LSV Asset Management
DECREASED
Shares197,732 from 206,676
Change-8,944 (-4%)
Value$45.2K (-$41.3M)
Filed 2026-11-06
Edgestream Partners, L.P.
INCREASED
Shares197,651 from 150,949
Change+46,702 (+31%)
Value$45.1M (+$14.9M)
Filed 2026-11-10
Mirabaud & Cie SA
INCREASED
Shares197,287 from 196,469
Change+818 (+0%)
Value$45.1M (+$5.7M)
Filed 2026-10-27
Capital Asset Advisory Services LLC
DECREASED
Shares195,761 from 215,181
Change-19,420 (-9%)
Value$41.5M (-$1.5M)
Filed 2026-10-30
Codex Capital Asset Management L.L.C.
UNCHANGED
Shares195,575 from 195,575
Change0 (0%)
Value$44.7M (+$5.5M)
Filed 2026-10-30
Sawgrass Asset Management LLC
DECREASED
Shares195,566 from 200,504
Change-4,938 (-2%)
Value$44.7M (+$4.5M)
Filed 2026-11-03
Jackson Square Capital, LLC
DECREASED
Shares194,787 from 210,075
Change-15,288 (-7%)
Value$44.5M (+$2.5M)
Filed 2026-10-19
Generali Investments, Management Co LLC
DECREASED
Shares194,633 from 214,748
Change-20,115 (-9%)
Value$44.5M (+$1.5M)
Filed 2026-10-19
GKV Capital Management Co., Inc.
INCREASED
Shares194,249 from 192,805
Change+1,444 (+1%)
Value$44.4M (+$5.8M)
Filed 2026-11-06
Parsons Capital Management Inc
INCREASED
Shares194,192 from 188,010
Change+6,182 (+3%)
Value$44.3M (+$6.7M)
Filed 2026-10-28
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
INCREASED
Shares194,000 from 158,000
Change+36,000 (+23%)
Value$44.3M (+$12.7M)
Filed 2026-11-05
Moody National Bank Trust Division
DECREASED
Shares193,826 from 198,787
Change-4,961 (-2%)
Value$44.3M (+$4.5M)
Filed 2026-10-06
Nemes Rush Group LLC
DECREASED
Shares193,361 from 194,629
Change-1,268 (-1%)
Value$44.2M (+$5.2M)
Filed 2026-11-04
Morse Asset Management, Inc
DECREASED
Shares192,779 from 193,754
Change-975 (0%)
Value$44.0M (+$5.3M)
Filed 2026-11-09
Cove Private Wealth, LLC
INCREASED
Shares192,763 from 191,477
Change+1,286 (+1%)
Value$44.0M (+$5.7M)
Filed 2026-10-28
Nilsine Partners, LLC
DECREASED
Shares192,655 from 197,719
Change-5,064 (-3%)
Value$44.0M (+$4.4M)
Filed 2026-11-02
PDS Planning, Inc
INCREASED
Shares192,098 from 180,460
Change+11,638 (+6%)
Value$43.9M (+$7.8M)
Filed 2026-11-03
IPG Investment Advisors LLC
INCREASED
Shares191,405 from 190,351
Change+1,054 (+1%)
Value$43.8M (+$5.7M)
Filed 2026-10-30
Thompson Siegel & Walmsley LLC
DECREASED
Shares191,259 from 192,606
Change-1,347 (-1%)
Value$43.7K (-$38.5M)
Filed 2026-11-05
Lmcg Investments, LLC
INCREASED
Shares190,706 from 190,133
Change+573 (+0%)
Value$43.6M (+$5.5M)
Filed 2026-10-21
Marietta Wealth Management, LLC
INCREASED
Shares189,421 from 187,746
Change+1,675 (+1%)
Value$41.9M (+$4.4M)
Filed 2026-10-22
Richard C. Young & Co., Ltd.
DECREASED
Shares189,302 from 191,833
Change-2,531 (-1%)
Value$43.2M (+$4.8M)
Filed 2026-11-04
Tema Etfs LLC
DECREASED
Shares189,000 from 193,692
Change-4,692 (-2%)
Value$43.2M (+$4.4M)
Filed 2026-10-16
Summit Global Investments
INCREASED
Shares188,859 from 122,669
Change+66,190 (+54%)
Value$43.1K (-$24.5M)
Filed 2026-10-28
StoneX Group Inc.
DECREASED
Shares188,607 from 219,137
Change-30,530 (-14%)
Value$43.0M (-$816.2K)
Filed 2026-11-03
Washington Trust Advisors, Inc.
DECREASED
Shares188,083 from 188,690
Change-607 (0%)
Value$43.0M (+$5.2M)
Filed 2026-10-22
One Way Holdings LLC
INCREASED
Shares187,497 from 166,805
Change+20,692 (+12%)
Value$42.8M (+$9.4M)
Filed 2026-10-29
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares186,920 from 186,833
Change+87 (+0%)
Value$42.7M (+$5.3M)
Filed 2026-10-23
Citrine Capital LLC
INCREASED
Shares186,917 from 186,590
Change+327 (+0%)
Value$42.7M (+$5.4M)
Filed 2026-10-14
Bell Bank
DECREASED
Shares186,628 from 187,692
Change-1,064 (-1%)
Value$42.6M (+$5.1M)
Filed 2026-10-21
Private Capital Advisors, Inc.
DECREASED
Shares186,232 from 189,291
Change-3,059 (-2%)
Value$42.5M (+$4.7M)
Filed 2026-10-06
Zions Bancorporation, National Association
INCREASED
Shares186,124 from 181,719
Change+4,405 (+2%)
Value$42.5M (+$6.1M)
Filed 2026-11-06
Ramsay, Stattman, Vela & Price, Inc.
INCREASED
Shares185,055 from 182,670
Change+2,385 (+1%)
Value$42.3M (+$5.7M)
Filed 2026-10-19
Galvin, Gaustad & Stein, LLC
INCREASED
Shares184,776 from 159,997
Change+24,779 (+15%)
Value$42.2M (+$10.2M)
Filed 2026-10-08
AK Global Asset Management, LLC
DECREASED
Shares184,770 from 186,370
Change-1,600 (-1%)
Value$42.2M (+$4.9M)
Filed 2026-10-27
Jamison Private Wealth Management, Inc.
DECREASED
Shares184,721 from 186,963
Change-2,242 (-1%)
Value$42.2M (+$4.8M)
Filed 2026-10-14
Dymon Asia Capital (Singapore) Pte. Ltd.
NEW
Shares183,568
Change+183,568
Value$41.9M
Filed 2026-11-04
Blueprint Investment Partners LLC
DECREASED
Shares182,940 from 185,924
Change-2,984 (-2%)
Value$41.8M (+$4.6M)
Filed 2026-10-28
Winch Advisory Services, LLC
DECREASED
Shares182,180 from 186,886
Change-4,706 (-3%)
Value$41.6M (+$4.2M)
Filed 2026-11-06
Cypress Capital Group
INCREASED
Shares182,165 from 167,812
Change+14,353 (+9%)
Value$41.6M (+$8.0M)
Filed 2026-11-03
Indiana Trust & Investment Management Co
DECREASED
Shares181,731 from 182,643
Change-912 (0%)
Value$41.5M (+$5.0M)
Filed 2026-10-22
NAN Fung Trinity (HK) Ltd
UNCHANGED
Shares180,240 from 180,240
Change0 (0%)
Value$41.2M (+$5.1M)
Filed 2026-11-06
JBR Co Financial Management Inc
DECREASED
Shares179,729 from 180,166
Change-437 (0%)
Value$35.5M (-$538.6K)
Filed 2026-10-13
Concord Wealth Partners
DECREASED
Shares179,335 from 200,224
Change-20,889 (-10%)
Value$41.0M (+$893.6K)
Filed 2026-11-02
AlphaStar Capital Management, LLC
INCREASED
Shares179,272 from 169,304
Change+9,968 (+6%)
Value$40.9M (+$7.1M)
Filed 2026-10-16
Blue Trust, Inc.
DECREASED
Shares178,717 from 190,741
Change-12,024 (-6%)
Value$40.8M (+$2.6M)
Filed 2026-10-15
Edgemoor Investment Advisors, Inc.
DECREASED
Shares178,667 from 178,764
Change-97 (0%)
Value$40.8M (+$5.0M)
Filed 2026-11-03
180 Wealth Advisors, LLC
DECREASED
Shares177,170 from 190,662
Change-13,492 (-7%)
Value$40.5M (+$2.3M)
Filed 2026-11-03
Trust Co of Toledo NA
INCREASED
Shares177,087 from 171,834
Change+5,253 (+3%)
Value$40.4M (+$6.1M)
Filed 2026-10-16
Sanders Morris Harris LLC
INCREASED
Shares177,086 from 26,583
Change+150,503 (+566%)
Value$40.4M (+$35.1M)
Filed 2026-10-14
Citizens Business Bank
INCREASED
Shares176,090 from 174,957
Change+1,133 (+1%)
Value$40.2M (+$5.2M)
Filed 2026-11-09
James Investment Research, Inc.
DECREASED
Shares175,982 from 183,657
Change-7,675 (-4%)
Value$40.2M (+$3.4M)
Filed 2026-10-22
RPG Investment Advisory, LLC
DECREASED
Shares175,896 from 313,887
Change-137,991 (-44%)
Value$40.2M (-$22.6M)
Filed 2026-10-21
Cypress Funds LLC
DECREASED
Shares175,810 from 184,636
Change-8,826 (-5%)
Value$40.2M (+$3.2M)
Filed 2026-11-09
Integrated Financial Solutions, Inc.
INCREASED
Shares175,705 from 174,404
Change+1,301 (+1%)
Value$40.1M (+$5.2M)
Filed 2026-10-09
Sepio Capital, LP
INCREASED
Shares175,248 from 148,539
Change+26,709 (+18%)
Value$40.0M (+$10.3M)
Filed 2026-10-22
Linden Thomas Advisory Services, LLC
DECREASED
Shares174,803 from 175,404
Change-601 (0%)
Value$39.9M (+$4.8M)
Filed 2026-10-19
Catalyst Financial Partners LLC
INCREASED
Shares174,685 from 162,620
Change+12,065 (+7%)
Value$39.9M (+$7.4M)
Filed 2026-11-06
Welch Group, LLC
INCREASED
Shares174,663 from 174,029
Change+634 (+0%)
Value$39.9M (+$5.1M)
Filed 2026-10-29
EagleClaw Capital Managment, LLC
DECREASED
Shares174,584 from 183,401
Change-8,817 (-5%)
Value$39.9M (+$3.2M)
Filed 2026-11-06
Angeles Wealth Management, LLC
DECREASED
Shares173,785 from 177,055
Change-3,270 (-2%)
Value$39.7M (+$4.3M)
Filed 2026-10-26
Gryphon Financial Partners LLC
INCREASED
Shares173,692 from 169,338
Change+4,354 (+3%)
Value$39.7M (+$5.8M)
Filed 2026-11-04
Triad Wealth Partners, LLC
INCREASED
Shares173,563 from 169,599
Change+3,964 (+2%)
Value$39.6M (+$4.6M)
Filed 2026-10-26
IFG Advisory, LLC
INCREASED
Shares173,523 from 167,844
Change+5,679 (+3%)
Value$39.6M (+$6.0M)
Filed 2026-11-09
Fire Capital Management LLC
INCREASED
Shares173,493 from 153,431
Change+20,062 (+13%)
Value$39.6M (+$8.9M)
Filed 2026-10-27
Bfsg, LLC
INCREASED
Shares172,756 from 172,109
Change+647 (+0%)
Value$39.5M (+$5.0M)
Filed 2026-10-30
Scott & Selber, Inc.
DECREASED
Shares172,484 from 172,564
Change-80 (0%)
Value$39.4M (+$4.9M)
Filed 2026-10-21
Lockheed Martin Investment Management Co
DECREASED
Shares171,860 from 821,230
Change-649,370 (-79%)
Value$39.2M (-$125.1M)
Filed 2026-11-04
Confluence Wealth Services, Inc.
DECREASED
Shares171,486 from 214,544
Change-43,058 (-20%)
Value$39.2M (-$3.8M)
Filed 2026-11-05
3Chopt Investment Partners, LLC
INCREASED
Shares170,495 from 161,098
Change+9,397 (+6%)
Value$39.0M (+$6.7M)
Filed 2026-10-30
PFG Advisors
DECREASED
Shares169,973 from 173,052
Change-3,079 (-2%)
Value$38.8M (+$4.2M)
Filed 2026-10-16
Joel Isaacson & Co., LLC
INCREASED
Shares169,418 from 166,062
Change+3,356 (+2%)
Value$38.7M (+$5.5M)
Filed 2026-11-05
Broad Peak Investment Advisers Pte Ltd
DECREASED
Shares167,391 from 219,891
Change-52,500 (-24%)
Value$38.2M (-$5.8M)
Filed 2026-11-02
Premier Path Wealth Partners, LLC
DECREASED
Shares166,606 from 166,901
Change-295 (0%)
Value$38.0M (+$4.7M)
Filed 2026-10-16
Darden Wealth Group Inc
DECREASED
Shares166,565 from 170,889
Change-4,324 (-3%)
Value$38.0M (+$3.8M)
Filed 2026-11-06
Facet Wealth, Inc.
INCREASED
Shares166,498 from 131,486
Change+35,012 (+27%)
Value$38.0M (+$11.7M)
Filed 2026-11-04
Patten Group, Inc.
DECREASED
Shares166,486 from 167,280
Change-794 (0%)
Value$38.0M (+$4.6M)
Filed 2026-10-26
Kavar Capital Partners Group, LLC
INCREASED
Shares166,111 from 161,272
Change+4,839 (+3%)
Value$37.9M (+$5.7M)
Filed 2026-11-06
bLong Financial, LLC
INCREASED
Shares166,011 from 165,756
Change+255 (+0%)
Value$37.9M (+$4.7M)
Filed 2026-10-29
Montag A & Associates Inc
DECREASED
Shares165,673 from 171,219
Change-5,546 (-3%)
Value$37.9M (+$3.6M)
Filed 2026-10-29
Stenger Family Office, LLC
INCREASED
Shares164,923 from 158,057
Change+6,866 (+4%)
Value$37.7M (+$6.1M)
Filed 2026-10-22
Highline Wealth Partners LLC
INCREASED
Shares164,889 from 159,366
Change+5,523 (+3%)
Value$37.7M (+$5.8M)
Filed 2026-10-19
Cassaday & Co Wealth Management LLC
DECREASED
Shares164,461 from 166,790
Change-2,329 (-1%)
Value$37.6M (+$4.2M)
Filed 2026-10-27
Portfolio Design Labs, LLC
INCREASED
Shares164,288 from 161,171
Change+3,117 (+2%)
Value$37.5M (+$5.3M)
Filed 2026-11-04
Archford Capital Strategies, LLC
INCREASED
Shares163,543 from 156,732
Change+6,811 (+4%)
Value$37.4M (+$6.0M)
Filed 2026-10-19
Chatham Capital Group, Inc.
DECREASED
Shares163,530 from 164,476
Change-946 (-1%)
Value$37.3M (+$4.4M)
Filed 2026-10-16
Everest Financial Group LLC
INCREASED
Shares162,992 from 158,412
Change+4,580 (+3%)
Value$37.2M (+$5.5M)
Filed 2026-11-06
Neumann Capital Management, LLC
NEW
Shares162,187
Change+162,187
Value$37.0M
Filed 2026-10-15
Asio Capital, LLC
DECREASED
Shares161,670 from 162,027
Change-357 (0%)
Value$37.0M (+$4.5M)
Filed 2026-10-19
Polaris Financial Partners
NEW
Shares161,395
Change+161,395
Value$37.2K
Filed 2026-10-02
Blue Zone Wealth Advisors, LLC
INCREASED
Shares161,212 from 129,666
Change+31,546 (+24%)
Value$36.8M (+$10.9M)
Filed 2026-10-19
Moneco Advisors, LLC
DECREASED
Shares161,024 from 168,672
Change-7,648 (-5%)
Value$36.8M (+$3.0M)
Filed 2026-11-05
Stiles Financial Services Inc
DECREASED
Shares160,402 from 161,950
Change-1,548 (-1%)
Value$36.6M (+$4.2M)
Filed 2026-10-30
Kapitalo Investimentos Ltda
DECREASED
Shares160,259 from 371,034
Change-210,775 (-57%)
Value$36.6M (-$37.6M)
Filed 2026-10-20
Heirloom Wealth Management
INCREASED
Shares160,180 from 157,308
Change+2,872 (+2%)
Value$36.6M (+$5.1M)
Filed 2026-10-14
J.Safra Asset Management Corp
INCREASED
Shares159,748 from 139,966
Change+19,782 (+14%)
Value$36.5M (+$8.5M)
Filed 2026-11-03
Rice Partnership, LLC
INCREASED
Shares159,075 from 155,212
Change+3,863 (+2%)
Value$36.3M (+$5.3M)
Filed 2026-11-09
Procyon Advisors, LLC
DECREASED
Shares158,982 from 159,615
Change-633 (0%)
Value$36.3M (+$4.4M)
Filed 2026-10-21
Orange Investment Advisors, Inc.
DECREASED
Shares158,797 from 166,403
Change-7,606 (-5%)
Value$36.3M (+$3.0M)
Filed 2026-10-23
Berbice Capital Management LLC
INCREASED
Shares158,700 from 157,880
Change+820 (+1%)
Value$36.2M (+$4.7M)
Filed 2026-10-13
Todd Asset Management LLC
INCREASED
Shares158,139 from 20,010
Change+138,129 (+690%)
Value$36.1M (+$32.1M)
Filed 2026-10-27
First Merchants Corp
DECREASED
Shares158,022 from 162,711
Change-4,689 (-3%)
Value$36.1M (+$3.5M)
Filed 2026-10-15
Motco
DECREASED
Shares156,916 from 157,113
Change-197 (0%)
Value$35.8M (+$4.4M)
Filed 2026-11-09
Spirit of America Management Corp
DECREASED
Shares156,620 from 158,020
Change-1,400 (-1%)
Value$35.8M (+$4.2M)
Filed 2026-10-14
Icici Prudential Asset Management Co Ltd
INCREASED
Shares156,015 from 149,765
Change+6,250 (+4%)
Value$35.6M (+$5.7M)
Filed 2026-11-06
Montecito Bank & Trust
DECREASED
Shares155,835 from 158,811
Change-2,976 (-2%)
Value$35.6M (+$3.8M)
Filed 2026-10-01
SeaCrest Wealth Management, LLC
DECREASED
Shares155,316 from 179,481
Change-24,165 (-13%)
Value$35.5M (-$441.3K)
Filed 2026-10-21
Wealth Effects LLC
DECREASED
Shares155,206 from 157,193
Change-1,987 (-1%)
Value$35.4M (+$4.0M)
Filed 2026-10-23
JIA Investment Alliance Pte. Ltd.
UNCHANGED
Shares154,900 from 154,900
Change0 (0%)
Value$35.4M (+$4.4M)
Filed 2026-10-06
Indivisible Partners
INCREASED
Shares154,811 from 110,135
Change+44,676 (+41%)
Value$35.4M (+$13.3M)
Filed 2026-10-26
Fagan Associates, Inc.
INCREASED
Shares154,771 from 152,243
Change+2,528 (+2%)
Value$35.3M (+$4.9M)
Filed 2026-10-13
Cardinal Point Capital Management ULC
INCREASED
Shares154,397 from 153,736
Change+661 (+0%)
Value$35.3M (+$4.5M)
Filed 2026-10-21
Deltec Asset Management LLC
DECREASED
Shares154,383 from 168,432
Change-14,049 (-8%)
Value$35.3M (+$1.6M)
Filed 2026-10-26
Trust Point Inc.
INCREASED
Shares153,994 from 133,641
Change+20,353 (+15%)
Value$35.2M (+$8.4M)
Filed 2026-10-27
Sigma Investment Counselors Inc
INCREASED
Shares153,329 from 134,534
Change+18,795 (+14%)
Value$35.0M (+$8.1M)
Filed 2026-10-27
Atwood & Palmer Inc
INCREASED
Shares153,289 from 151,676
Change+1,613 (+1%)
Value$35.0M (+$4.7M)
Filed 2026-10-08
Supplemental Annuity Collective Trust of NJ
DECREASED
Shares153,120 from 155,348
Change-2,228 (-1%)
Value$35.0M (+$3.9M)
Filed 2026-11-02
Pensioenfonds Rail & OV
NEW
Shares152,576
Change+152,576
Value$34.8M
Filed 2026-11-09
Sendero Wealth Management, LLC
DECREASED
Shares151,701 from 168,369
Change-16,668 (-10%)
Value$34.6M (+$956.6K)
Filed 2026-10-14
Resonant Capital Advisors, LLC
INCREASED
Shares151,685 from 143,797
Change+7,888 (+5%)
Value$34.7M (+$5.9M)
Filed 2026-10-15
Arjuna Capital
INCREASED
Shares151,543 from 145,270
Change+6,273 (+4%)
Value$34.6M (+$5.5M)
Filed 2026-11-03
Cypress Asset Management Inc
DECREASED
Shares151,090 from 157,815
Change-6,725 (-4%)
Value$34.5M (+$2.9M)
Filed 2026-10-09
Kestra Investment Management, LLC
DECREASED
Shares151,058 from 154,521
Change-3,463 (-2%)
Value$34.5M (+$3.6M)
Filed 2026-11-04
Kingsman Wealth Management, Inc.
DECREASED
Shares150,739 from 154,610
Change-3,871 (-2%)
Value$34.4M (+$3.5M)
Filed 2026-10-13
Draper Asset Management, LLC
DECREASED
Shares150,298 from 150,633
Change-335 (0%)
Value$34.3M (+$4.2M)
Filed 2026-10-09
Linden Rose Investment LLC
INCREASED
Shares150,247 from 145,365
Change+4,882 (+3%)
Value$34.3M (+$5.2M)
Filed 2026-11-03
Westover Capital Advisors, LLC
INCREASED
Shares150,167 from 146,961
Change+3,206 (+2%)
Value$34.3M (+$4.9M)
Filed 2026-10-26
Chicago Trust Co NA
INCREASED
Shares150,068 from 148,463
Change+1,605 (+1%)
Value$34.3M (+$4.6M)
Filed 2026-10-28
Burns J W & Co Inc
INCREASED
Shares150,050 from 145,017
Change+5,033 (+3%)
Value$34.3M (+$5.3M)
Filed 2026-10-20
Brick & Kyle, Associates
DECREASED
Shares149,617 from 149,933
Change-316 (0%)
Value$34.2M (+$8.0M)
Filed 2026-11-05
Zweig-DiMenna Associates LLC
INCREASED
Shares149,515 from 146,615
Change+2,900 (+2%)
Value$34.1M (+$4.8M)
Filed 2026-11-06
Gilliland Jeter Wealth Management LLC
DECREASED
Shares149,493 from 150,036
Change-543 (0%)
Value$34.1M (+$4.1M)
Filed 2026-10-28
Schnieders Capital Management, Llc.
INCREASED
Shares149,412 from 131,455
Change+17,957 (+14%)
Value$34.1M (+$7.8M)
Filed 2026-11-09
United Advisor Group, LLC
INCREASED
Shares148,749 from 143,966
Change+4,783 (+3%)
Value$34.0M (+$5.2M)
Filed 2026-11-03
Compass Financial Management LLC
INCREASED
Shares148,188 from 134,782
Change+13,406 (+10%)
Value$33.8M (+$5.8M)
Filed 2026-10-30
Equitable Trust Co
DECREASED
Shares148,071 from 148,648
Change-577 (0%)
Value$33.8M (+$4.1M)
Filed 2026-10-13
Cadinha & Co LLC
INCREASED
Shares147,481 from 144,840
Change+2,641 (+2%)
Value$33.7M (+$4.7M)
Filed 2026-10-22
Northbridge Financial Group, LLC
INCREASED
Shares147,030 from 143,388
Change+3,642 (+3%)
Value$35.2M (+$6.5M)
Filed 2026-11-05
Independence Bank of Kentucky
INCREASED
Shares146,829 from 141,669
Change+5,160 (+4%)
Value$33.5M (+$5.2M)
Filed 2026-10-26
Advisor OS, LLC
DECREASED
Shares146,384 from 147,120
Change-736 (0%)
Value$33.4M (+$4.0M)
Filed 2026-11-03
Proactive Wealth Strategies LLC
INCREASED
Shares146,321 from 139,435
Change+6,886 (+5%)
Value$33.4M (+$5.5M)
Filed 2026-11-09
Pittenger & Anderson Inc
INCREASED
Shares146,230 from 143,395
Change+2,835 (+2%)
Value$33.4M (+$4.7M)
Filed 2026-11-02
Ashton Thomas Securities, LLC
INCREASED
Shares146,180 from 135,105
Change+11,075 (+8%)
Value$33.4M (+$6.4M)
Filed 2026-10-26
Optas, LLC
DECREASED
Shares145,897 from 146,976
Change-1,079 (-1%)
Value$33.3M (+$3.9M)
Filed 2026-11-09
Wealth Management Partners, LLC
DECREASED
Shares145,331 from 153,122
Change-7,791 (-5%)
Value$33.2M (+$2.6M)
Filed 2026-10-21
Koshinski Asset Management, Inc.
INCREASED
Shares145,275 from 143,325
Change+1,950 (+1%)
Value$33.2M (+$4.5M)
Filed 2026-10-29
Investment Insight Wealth Management, LLC
DECREASED
Shares145,229 from 152,497
Change-7,268 (-5%)
Value$33.2M (+$2.7M)
Filed 2026-10-30
Diversified Enterprises, LLC
INCREASED
Shares144,811 from 132,600
Change+12,211 (+9%)
Value$33.1M (+$6.5M)
Filed 2026-10-19
Secure Asset Management, LLC
DECREASED
Shares144,432 from 144,954
Change-522 (0%)
Value$33.0M (+$4.0M)
Filed 2026-10-19
Quent Capital, LLC
INCREASED
Shares144,308 from 135,244
Change+9,064 (+7%)
Value$26.8M (-$259.1K)
Filed 2026-11-09
Clear Harbor Asset Management, LLC
INCREASED
Shares144,242 from 130,508
Change+13,734 (+11%)
Value$32.9M (+$6.8M)
Filed 2026-11-05
Burling Wealth Partners, LLC
DECREASED
Shares143,982 from 146,435
Change-2,453 (-2%)
Value$32.9M (+$3.6M)
Filed 2026-11-09
CV Advisors LLC
INCREASED
Shares143,488 from 139,885
Change+3,603 (+3%)
Value$32.8M (+$4.8M)
Filed 2026-10-13
Intesa Sanpaolo Wealth Management
INCREASED
Shares143,190 from 136,181
Change+7,009 (+5%)
Value$32.7M (+$5.5M)
Filed 2026-10-28
Laurel OAK Wealth Management, LLC
INCREASED
Shares142,987 from 141,376
Change+1,611 (+1%)
Value$32.7M (+$4.4M)
Filed 2026-10-19
Mizuho Markets Americas LLC
DECREASED
Shares142,387 from 244,555
Change-102,168 (-42%)
Value$32.5M (-$16.4M)
Filed 2026-11-09
SFE Investment Counsel
INCREASED
Shares142,373 from 138,995
Change+3,378 (+2%)
Value$32.5M (+$4.7M)
Filed 2026-10-29
Birch Hill Investment Advisors LLC
INCREASED
Shares141,977 from 136,086
Change+5,891 (+4%)
Value$32.4M (+$5.2M)
Filed 2026-10-16
Formidable Asset Management, LLC
DECREASED
Shares141,340 from 141,425
Change-85 (0%)
Value$28.4M (+$3.6M)
Filed 2026-11-03
Tctc Holdings, LLC
INCREASED
Shares140,884 from 140,147
Change+737 (+1%)
Value$32.2M (+$4.1M)
Filed 2026-11-02
Fiduciary Alliance LLC
DECREASED
Shares140,222 from 154,401
Change-14,179 (-9%)
Value$32.0M (+$1.1M)
Filed 2026-10-13
Provident Investment Management, Inc.
INCREASED
Shares139,984 from 138,131
Change+1,853 (+1%)
Value$32.0M (+$4.3M)
Filed 2026-10-23
Consolidated Investment Group LLC
UNCHANGED
Shares139,610 from 139,610
Change0 (0%)
Value$31.9M (+$3.9M)
Filed 2026-11-04
SouthState Bank Corp
INCREASED
Shares139,332 from 95,682
Change+43,650 (+46%)
Value$31.8M (+$12.7M)
Filed 2026-11-09
Anchyra Partners LLC
INCREASED
Shares139,027 from 129,693
Change+9,334 (+7%)
Value$31.8M (+$5.8M)
Filed 2026-10-13
Left Brain Wealth Management, LLC
DECREASED
Shares137,917 from 148,498
Change-10,581 (-7%)
Value$31.5M (+$1.8M)
Filed 2026-10-28
Gibbs Wealth Management
INCREASED
Shares137,914 from 112,976
Change+24,938 (+22%)
Value$31.5M (+$8.9M)
Filed 2026-10-22
AdvisorNet Financial, Inc
INCREASED
Shares137,551 from 130,249
Change+7,302 (+6%)
Value$30.4M (+$4.4M)
Filed 2026-10-15
Ninety One North America, Inc.
DECREASED
Shares137,511 from 146,533
Change-9,022 (-6%)
Value$31.4M (+$2.1M)
Filed 2026-10-15
Jessup Wealth Management, Inc
INCREASED
Shares137,456 from 131,447
Change+6,009 (+5%)
Value$31.4M (+$5.1M)
Filed 2026-10-20
Verdence Capital Advisors LLC
INCREASED
Shares137,191 from 97,098
Change+40,093 (+41%)
Value$31.3M (+$11.9M)
Filed 2026-10-26
Peterson Wealth Services
INCREASED
Shares137,159 from 135,869
Change+1,290 (+1%)
Value$31.3M (+$4.1M)
Filed 2026-10-26
Portside Wealth Group, LLC
DECREASED
Shares136,191 from 137,669
Change-1,478 (-1%)
Value$31.1M (+$3.6M)
Filed 2026-10-20
Genoa Capital Gestora de Recursos Ltda.
INCREASED
Shares136,141 from 115,194
Change+20,947 (+18%)
Value$31.1M (+$8.0M)
Filed 2026-10-20
Platform Technology Partners
INCREASED
Shares135,982 from 132,818
Change+3,164 (+2%)
Value$31.1M (+$4.5M)
Filed 2026-11-02
Sovran Advisors, LLC
INCREASED
Shares135,946 from 127,637
Change+8,309 (+7%)
Value$29.0M (+$3.9M)
Filed 2026-11-02
Charles Schwab Trust Co
INCREASED
Shares135,793 from 134,175
Change+1,618 (+1%)
Value$31.0M (+$4.2M)
Filed 2026-10-15
CRA Financial Services, LLC
INCREASED
Shares135,526 from 134,550
Change+976 (+1%)
Value$31.0M (+$4.0M)
Filed 2026-10-16
Smithbridge Asset Management Inc
INCREASED
Shares134,982 from 131,496
Change+3,486 (+3%)
Value$30.8M (+$4.5M)
Filed 2026-10-19
San Luis Wealth Advisors LLC
INCREASED
Shares134,970 from 134,812
Change+158 (+0%)
Value$30.8M (+$3.8M)
Filed 2026-10-27
Guyasuta Investment Advisors Inc
INCREASED
Shares134,947 from 134,166
Change+781 (+1%)
Value$30.8M (+$4.0M)
Filed 2026-10-15
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares134,776 from 134,776
Change0 (0%)
Value$27.0M ($0)
Filed 2026-10-15
Beese Fulmer Investment Management, Inc.
INCREASED
Shares134,622 from 128,448
Change+6,174 (+5%)
Value$30.8M (+$5.1M)
Filed 2026-10-23
First Horizon Corp
DECREASED
Shares134,510 from 134,961
Change-451 (0%)
Value$30.7M (+$3.7M)
Filed 2026-10-26
Virtus Wealth Solutions LLC
DECREASED
Shares134,160 from 144,652
Change-10,492 (-7%)
Value$30.6M (+$1.7M)
Filed 2026-11-03
Mesirow Financial Investment Management, Inc.
INCREASED
Shares134,012 from 132,067
Change+1,945 (+1%)
Value$30.6M (+$4.2M)
Filed 2026-11-05
Globalt Investments LLC / GA
DECREASED
Shares133,830 from 137,836
Change-4,006 (-3%)
Value$30.6M (+$3.0M)
Filed 2026-10-27
Cantor Fitzgerald Investment Advisors L.P.
INCREASED
Shares133,473 from 22,882
Change+110,591 (+483%)
Value$30.5M (+$25.9M)
Filed 2026-10-21
GoalVest Advisory LLC
INCREASED
Shares133,374 from 21,878
Change+111,496 (+510%)
Value$5.3M (+$891.6K)
Filed 2026-10-02
Copeland Capital Management, LLC
INCREASED
Shares133,027 from 125,508
Change+7,519 (+6%)
Value$30.4M (+$5.3M)
Filed 2026-10-13
SS&H Financial Advisors, Inc.
DECREASED
Shares132,935 from 133,706
Change-771 (-1%)
Value$30.4K (-$26.7M)
Filed 2026-10-28
Plimoth Trust Co LLC
INCREASED
Shares132,240 from 129,513
Change+2,727 (+2%)
Value$30.2M (+$4.3M)
Filed 2026-10-26
MSH Capital Advisors LLC
INCREASED
Shares132,163 from 31,284
Change+100,879 (+322%)
Value$30.4M (+$24.2M)
Filed 2026-11-03
Conning Inc.
DECREASED
Shares131,205 from 131,490
Change-285 (0%)
Value$30.0M (+$3.7M)
Filed 2026-10-27
Harrell Investment Partners, LLC
DECREASED
Shares131,142 from 135,586
Change-4,444 (-3%)
Value$30.0M (+$2.8M)
Filed 2026-10-15
Whitener Capital Management, Inc.
INCREASED
Shares130,768 from 130,657
Change+111 (+0%)
Value$29.9M (+$3.7M)
Filed 2026-10-15
Argentarii, LLC
INCREASED
Shares130,500 from 130,234
Change+266 (+0%)
Value$29.8M (+$1.5M)
Filed 2026-10-28
Natural Investments, LLC
INCREASED
Shares130,084 from 115,946
Change+14,138 (+12%)
Value$29.7M (+$6.5M)
Filed 2026-11-06
Pavaki Capital Management LLC
INCREASED
Shares130,000 from 26,000
Change+104,000 (+400%)
Value$29.7M (+$24.5M)
Filed 2026-10-26
Silver OAK Securities, Incorporated
DECREASED
Shares129,865 from 136,932
Change-7,067 (-5%)
Value$24.2M (-$3.2M)
Filed 2026-11-09
Robeco Schweiz AG
UNCHANGED
Shares129,500 from 129,500
Change0 (0%)
Value$29.6M (+$3.7M)
Filed 2026-10-23
Bison Wealth, LLC
INCREASED
Shares129,491 from 117,756
Change+11,735 (+10%)
Value$29.3M (+$6.3M)
Filed 2026-10-13
Blueprint Financial Advisors LLC
INCREASED
Shares128,284 from 123,692
Change+4,592 (+4%)
Value$29.3M (+$4.5M)
Filed 2026-10-28
Costello Asset Management, Inc
DECREASED
Shares128,278 from 129,256
Change-978 (-1%)
Value$29.3M (+$3.4M)
Filed 2026-10-30
Harbor Capital Advisors, Inc.
INCREASED
Shares128,233 from 122,241
Change+5,992 (+5%)
Value$29.3K (-$24.4M)
Filed 2026-10-22
Parkside Financial Bank & Trust
INCREASED
Shares128,218 from 126,736
Change+1,482 (+1%)
Value$29.3M (+$3.9M)
Filed 2026-10-27
North Growth Management Ltd.
INCREASED
Shares128,000 from 94,000
Change+34,000 (+36%)
Value$29.2K (-$18.8M)
Filed 2026-10-20
Hendershot Investments Inc.
DECREASED
Shares127,800 from 131,721
Change-3,921 (-3%)
Value$29.2M (+$2.8M)
Filed 2026-11-05
LVW Advisors, LLC
DECREASED
Shares127,757 from 128,025
Change-268 (0%)
Value$29.2M (+$3.6M)
Filed 2026-10-19
Hennion & Walsh Asset Management, Inc.
DECREASED
Shares127,442 from 137,461
Change-10,019 (-7%)
Value$29.1M (+$1.6M)
Filed 2026-10-13
Private Trust Co NA
INCREASED
Shares127,278 from 119,259
Change+8,019 (+7%)
Value$29.1M (+$5.2M)
Filed 2026-10-20
Laurel Wealth Advisors LLC
DECREASED
Shares127,177 from 131,994
Change-4,817 (-4%)
Value$29.0M (+$2.6M)
Filed 2026-10-27
Claro Advisors Inc.
INCREASED
Shares126,958 from 119,059
Change+7,899 (+7%)
Value$29.0M (+$5.2M)
Filed 2026-11-02
Metatron Capital Sicav plc - Metatron Long Term Equity Fund
INCREASED
Shares126,800 from 98,860
Change+27,940 (+28%)
Value$29.0M (+$9.2M)
Filed 2026-11-04
Perennial Advisors, LLC
DECREASED
Shares126,748 from 129,063
Change-2,315 (-2%)
Value$28.9M (+$3.1M)
Filed 2026-10-13
Kingstone Capital Partners Texas, LLC
DECREASED
Shares126,296 from 135,456
Change-9,160 (-7%)
Value$28.8M (+$1.7M)
Filed 2026-11-03
FFG Partners, LLC
DECREASED
Shares125,936 from 132,860
Change-6,924 (-5%)
Value$28.8M (+$2.2M)
Filed 2026-10-15
Csenge Advisory Group
INCREASED
Shares125,826 from 121,296
Change+4,530 (+4%)
Value$28.7M (+$4.5M)
Filed 2026-11-04
Aprio Wealth Management, LLC
INCREASED
Shares125,223 from 110,215
Change+15,008 (+14%)
Value$28.6M (+$6.5M)
Filed 2026-10-28
Canvas Wealth Advisors, LLC
INCREASED
Shares125,102 from 115,127
Change+9,975 (+9%)
Value$26.7M (+$3.7M)
Filed 2026-11-02
Wealth Preservation Advisors, LLC
INCREASED
Shares124,985 from 111,041
Change+13,944 (+13%)
Value$28.5M (+$6.3M)
Filed 2026-11-05
N10 Wealth, LLC
INCREASED
Shares124,940 from 96,866
Change+28,074 (+29%)
Value$28.5M (+$9.2M)
Filed 2026-10-14
Brown Shipley& Co Ltd
DECREASED
Shares124,898 from 135,062
Change-10,164 (-8%)
Value$28.5M (+$1.5M)
Filed 2026-10-09
Atlas Brown,Inc.
DECREASED
Shares124,812 from 125,429
Change-617 (0%)
Value$28.5M (+$3.4M)
Filed 2026-10-09
True North Advisors, LLC
DECREASED
Shares124,782 from 138,090
Change-13,308 (-10%)
Value$28.5M (+$897.9K)
Filed 2026-10-22
Teamwork Financial Advisors, LLC
DECREASED
Shares124,712 from 167,945
Change-43,233 (-26%)
Value$28.5M (-$5.1M)
Filed 2026-10-19
DSG Capital Advisors, LLC
DECREASED
Shares124,674 from 125,165
Change-491 (0%)
Value$28.5M (+$2.0M)
Filed 2026-11-05
Fragasso Financial Advisors Inc
DECREASED
Shares124,642 from 129,282
Change-4,640 (-4%)
Value$28.6M (+$2.7M)
Filed 2026-10-13
Bell Asset Management Ltd
DECREASED
Shares124,297 from 174,676
Change-50,379 (-29%)
Value$28.4M (-$6.6M)
Filed 2026-10-08
Modera Wealth Management, LLC
INCREASED
Shares123,839 from 115,076
Change+8,763 (+8%)
Value$28.3M (+$5.3M)
Filed 2026-10-28
Legacy Financial Advisors, Inc.
INCREASED
Shares123,523 from 123,050
Change+473 (+0%)
Value$28.2M (+$3.6M)
Filed 2026-11-09
McAdam, LLC
INCREASED
Shares123,290 from 120,319
Change+2,971 (+2%)
Value$28.2M (+$4.1M)
Filed 2026-10-21
Mezzasalma Advisors, LLC
DECREASED
Shares123,065 from 124,625
Change-1,560 (-1%)
Value$28.1M (+$3.2M)
Filed 2026-10-14
Parisi Gray Wealth Management
INCREASED
Shares123,046 from 122,082
Change+964 (+1%)
Value$28.1M (+$3.7M)
Filed 2026-10-16
Wilmington Savings Fund Society, FSB
INCREASED
Shares122,794 from 121,996
Change+798 (+1%)
Value$28.0M (+$3.6M)
Filed 2026-10-23
Zullo Investment Group, Inc.
DECREASED
Shares122,780 from 122,919
Change-139 (0%)
Value$28.0M (+$3.4M)
Filed 2026-10-20
Myriad Asset Management Advisors LLC
INCREASED
Shares122,683 from 107,253
Change+15,430 (+14%)
Value$28.0M (+$6.6M)
Filed 2026-11-03
Fortitude Advisory Group L.L.C.
DECREASED
Shares122,358 from 122,655
Change-297 (0%)
Value$27.9M (+$3.4M)
Filed 2026-10-15
Inscription Capital, LLC
DECREASED
Shares121,870 from 166,513
Change-44,643 (-27%)
Value$27.8M (-$5.5M)
Filed 2026-11-02
Fulcrum Capital LLC
INCREASED
Shares121,330 from 119,069
Change+2,261 (+2%)
Value$27.7M (+$3.9M)
Filed 2026-10-15
Roffman Miller Associates Inc
INCREASED
Shares121,049 from 112,450
Change+8,599 (+8%)
Value$27.6M (+$5.1M)
Filed 2026-10-19
LS Investment Advisors, LLC
DECREASED
Shares118,653 from 121,978
Change-3,325 (-3%)
Value$27.1M (+$2.7M)
Filed 2026-10-13
M Holdings Securities, Inc.
DECREASED
Shares118,496 from 119,383
Change-887 (-1%)
Value$24.9K (-$23.6M)
Filed 2026-11-03
Arbejdsmarkedets Tillaegspension
DECREASED
Shares118,400 from 123,500
Change-5,100 (-4%)
Value$27.0M (+$2.3M)
Filed 2026-10-30
Grove Bank & Trust
INCREASED
Shares118,102 from 114,233
Change+3,869 (+3%)
Value$27.0M (+$4.1M)
Filed 2026-10-08
Stackstone Wealth, LLC
NEW
Shares118,047
Change+118,047
Value$27.0M
Filed 2026-10-19
Agur Provident & Training Funds Management LTD
INCREASED
Shares118,030 from 80,530
Change+37,500 (+47%)
Value$269.6K (+$117.9K)
Filed 2026-11-02
M & L Capital Management Ltd
NEW
Shares118,000
Change+118,000
Value$26.9M
Filed 2026-10-26
McHugh Group, LLC
DECREASED
Shares117,969 from 119,594
Change-1,625 (-1%)
Value$26.9M (+$3.0M)
Filed 2026-10-19
Goelzer Investment Management, Inc.
DECREASED
Shares117,778 from 118,649
Change-871 (-1%)
Value$26.9M (+$3.2M)
Filed 2026-10-16
United Capital Management of KS, Inc.
INCREASED
Shares117,604 from 113,579
Change+4,025 (+4%)
Value$26.9M (+$4.1M)
Filed 2026-11-04
Apella Capital, LLC
INCREASED
Shares117,323 from 104,486
Change+12,837 (+12%)
Value$27.9M (+$7.3M)
Filed 2026-10-08
Weatherly Asset Management L. P.
DECREASED
Shares117,296 from 121,086
Change-3,790 (-3%)
Value$26.8M (+$2.6M)
Filed 2026-10-20
BNC Wealth Management, LLC
INCREASED
Shares116,967 from 111,491
Change+5,476 (+5%)
Value$26.7M (+$4.4M)
Filed 2026-10-19
Roman Butler Fullerton & Co
INCREASED
Shares116,862 from 115,482
Change+1,380 (+1%)
Value$25.4M (+$1.9M)
Filed 2026-10-27
Ignite Planners, LLC
INCREASED
Shares116,563 from 113,546
Change+3,017 (+3%)
Value$26.7M (+$4.0M)
Filed 2026-10-14
Visionary Wealth Advisors
INCREASED
Shares116,432 from 113,070
Change+3,362 (+3%)
Value$26.6M (+$4.0M)
Filed 2026-11-04
Payden & Rygel
INCREASED
Shares116,180 from 114,040
Change+2,140 (+2%)
Value$26.5K (-$22.8M)
Filed 2026-10-28
Lighthouse Financial LLC
INCREASED
Shares115,869 from 107,979
Change+7,890 (+7%)
Value$26.5M (+$4.9M)
Filed 2026-10-23
Global Assets Advisory, LLC
DECREASED
Shares115,867 from 120,282
Change-4,415 (-4%)
Value$27.5M (+$3.7M)
Filed 2026-10-28
Werba Rubin Papier Wealth Management
DECREASED
Shares115,790 from 115,980
Change-190 (0%)
Value$26.4M (+$3.2M)
Filed 2026-11-06
Golden State Wealth Management, LLC
DECREASED
Shares115,361 from 117,884
Change-2,523 (-2%)
Value$26.3M (+$2.8M)
Filed 2026-11-02
Warner Group LLC
INCREASED
Shares115,354 from 109,200
Change+6,154 (+6%)
Value$26.3M (+$4.5M)
Filed 2026-11-09
TFR Capital, Llc.
INCREASED
Shares115,235 from 107,656
Change+7,579 (+7%)
Value$26.3M (+$4.8M)
Filed 2026-11-09
Kozak & Associates, Inc.
DECREASED
Shares114,912 from 116,352
Change-1,440 (-1%)
Value$24.7M (+$1.8M)
Filed 2026-10-29
Acumen Wealth Advisors, LLC
INCREASED
Shares114,846 from 109,033
Change+5,813 (+5%)
Value$26.3M (+$4.4M)
Filed 2026-11-05
Kercheville Advisors, LLC
INCREASED
Shares114,765 from 111,087
Change+3,678 (+3%)
Value$26.2M (+$4.0M)
Filed 2026-10-19
Alpha Family Trust
UNCHANGED
Shares113,810 from 113,810
Change0 (0%)
Value$22.8M ($0)
Filed 2026-11-04
Financial Planning Fort Collins, LLC
DECREASED
Shares113,751 from 113,754
Change-3 (0%)
Value$26.0M (+$2.9M)
Filed 2026-10-16
Insight Advisors, LLC/ PA
DECREASED
Shares113,558 from 116,704
Change-3,146 (-3%)
Value$25.9M (+$2.6M)
Filed 2026-10-22
Altura Wealth Advisors Inc.
INCREASED
Shares113,026 from 111,349
Change+1,677 (+2%)
Value$25.8M (+$3.5M)
Filed 2026-10-22
Colonial River Investments, LLC
INCREASED
Shares112,871 from 105,789
Change+7,082 (+7%)
Value$25.8M (+$4.6M)
Filed 2026-10-19
DDD Partners, LLC
DECREASED
Shares112,504 from 118,084
Change-5,580 (-5%)
Value$25.7M (+$2.1M)
Filed 2026-11-02
Geremia Financial Services, LLC
INCREASED
Shares112,125 from 58,224
Change+53,901 (+93%)
Value$25.6M (+$14.0M)
Filed 2026-10-19
Asset One Wealth Management LLC
INCREASED
Shares112,121 from 103,007
Change+9,114 (+9%)
Value$25.6M (+$3.7M)
Filed 2026-11-02
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares112,088 from 113,064
Change-976 (-1%)
Value$25.6M (+$3.0M)
Filed 2026-10-27
High Net Worth Advisory Group LLC
INCREASED
Shares111,905 from 110,962
Change+943 (+1%)
Value$25.6M (+$3.4M)
Filed 2026-10-26
Global Wealth Management Investment Advisory, Inc.
DECREASED
Shares111,661 from 111,804
Change-143 (0%)
Value$25.5M (+$3.1M)
Filed 2026-11-04
Hohimer Wealth Management, LLC
INCREASED
Shares111,656 from 110,149
Change+1,507 (+1%)
Value$25.5M (+$3.5M)
Filed 2026-11-04
Steele Capital Management, Inc.
DECREASED
Shares111,568 from 114,599
Change-3,031 (-3%)
Value$25.5M (+$2.6M)
Filed 2026-11-02
Redhawk Wealth Advisors, Inc.
DECREASED
Shares111,507 from 112,129
Change-622 (-1%)
Value$25.5M (+$3.0M)
Filed 2026-10-14
American State Bank (Iowa)
DECREASED
Shares110,908 from 111,541
Change-633 (-1%)
Value$25.3M (+$3.0M)
Filed 2026-11-03
Summit Wealth Group LLC / Co
INCREASED
Shares110,749 from 90,245
Change+20,504 (+23%)
Value$25.3M (+$7.2M)
Filed 2026-10-29
Strong Tower Advisory Services
DECREASED
Shares110,666 from 120,965
Change-10,299 (-9%)
Value$25.3M (+$1.1M)
Filed 2026-10-13
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares110,442 from 129,063
Change-18,621 (-14%)
Value$25.2M (-$601.5K)
Filed 2026-10-07
Clear Creek Financial Management, LLC
DECREASED
Shares110,046 from 111,968
Change-1,922 (-2%)
Value$25.1M (+$2.7M)
Filed 2026-10-28
Bright Rock Capital Management, LLC
UNCHANGED
Shares110,000 from 110,000
Change0 (0%)
Value$25.1M (+$3.1M)
Filed 2026-10-05
Patriot Financial Group Insurance Agency, LLC
DECREASED
Shares109,877 from 116,374
Change-6,497 (-6%)
Value$25.1M (+$1.8M)
Filed 2026-10-14
111 Capital
DECREASED
Shares109,714 from 134,888
Change-25,174 (-19%)
Value$25.1M (-$1.9M)
Filed 2026-11-03
AMG National Trust Bank
INCREASED
Shares109,639 from 103,323
Change+6,316 (+6%)
Value$25.0M (+$4.4M)
Filed 2026-11-05
CenterBook Partners LP
DECREASED
Shares109,433 from 178,482
Change-69,049 (-39%)
Value$25.0M (-$10.7M)
Filed 2026-11-02
Shah Wealth Advisors, LLC
INCREASED
Shares109,429 from 99,777
Change+9,652 (+10%)
Value$25.0M (+$5.0M)
Filed 2026-11-06
Mondrian Investment Partners LTD
NEW
Shares109,384
Change+109,384
Value$25.0M
Filed 2026-10-23
Fischer Financial Services, Inc.
DECREASED
Shares109,184 from 109,580
Change-396 (0%)
Value$24.9M (+$3.0M)
Filed 2026-10-30
Camden National Bank
DECREASED
Shares108,712 from 111,090
Change-2,378 (-2%)
Value$24.8M (+$2.6M)
Filed 2026-11-02
Castle Rock Wealth Management, LLC
DECREASED
Shares108,566 from 109,063
Change-497 (0%)
Value$26.0M (+$4.4M)
Filed 2026-10-09
Clearstead Trust, LLC
INCREASED
Shares108,559 from 107,051
Change+1,508 (+1%)
Value$24.8M (+$3.4M)
Filed 2026-11-06
Valmark Advisers, Inc.
INCREASED
Shares108,068 from 100,387
Change+7,681 (+8%)
Value$24.7M (+$4.6M)
Filed 2026-11-06
Heck Capital Advisors, LLC
INCREASED
Shares107,994 from 107,213
Change+781 (+1%)
Value$24.7M (+$3.2M)
Filed 2026-10-14
Cullen Investment Group, Ltd.
INCREASED
Shares107,763 from 107,683
Change+80 (+0%)
Value$24.4M (+$2.8M)
Filed 2026-10-13
Neville Rodie & Shaw Inc
DECREASED
Shares107,643 from 124,777
Change-17,134 (-14%)
Value$24.6K (-$384)
Filed 2026-10-05
Tucker Asset Management LLC
DECREASED
Shares107,399 from 108,000
Change-601 (-1%)
Value$24.5M (+$2.9M)
Filed 2026-10-29
Money Concepts Capital Corp
DECREASED
Shares107,116 from 107,822
Change-706 (-1%)
Value$24.5M (+$2.9M)
Filed 2026-11-06
Sunpointe, LLC
INCREASED
Shares107,028 from 106,176
Change+852 (+1%)
Value$24.4M (+$3.2M)
Filed 2026-10-22
City Holding Co
INCREASED
Shares106,936 from 101,821
Change+5,115 (+5%)
Value$24.4M (+$4.0M)
Filed 2026-10-19
Earned Wealth Advisors, LLC
INCREASED
Shares106,598 from 73,895
Change+32,703 (+44%)
Value$24.3M (+$9.6M)
Filed 2026-11-06
Drive Wealth Management, LLC
INCREASED
Shares106,507 from 103,439
Change+3,068 (+3%)
Value$24.4M (+$3.7M)
Filed 2026-11-09
Ebert Capital Management Inc.
DECREASED
Shares106,451 from 107,620
Change-1,169 (-1%)
Value$24.3M (+$2.8M)
Filed 2026-10-08
Foster Victor Wealth Advisors, LLC
INCREASED
Shares106,406 from 102,648
Change+3,758 (+4%)
Value$23.1M (+$1.4M)
Filed 2026-10-21
Onyx Bridge Wealth Group LLC
INCREASED
Shares106,202 from 103,012
Change+3,190 (+3%)
Value$24.3M (+$3.6M)
Filed 2026-10-16
Axxion S.A.
INCREASED
Shares105,947 from 103,395
Change+2,552 (+2%)
Value$24.2M (+$3.5M)
Filed 2026-10-22
Ables, Iannone, Moore & Associates, Inc.
DECREASED
Shares105,927 from 107,456
Change-1,529 (-1%)
Value$24.2M (+$2.7M)
Filed 2026-10-06
Lanark Financial, Inc.
DECREASED
Shares105,779 from 106,066
Change-287 (0%)
Value$24.2M (+$2.9M)
Filed 2026-10-26
Processus Wealth & Capital Management, LLC
DECREASED
Shares105,478 from 107,708
Change-2,230 (-2%)
Value$24.1M (+$2.5M)
Filed 2026-10-16
Vision Capital Management, Inc.
DECREASED
Shares105,335 from 106,584
Change-1,249 (-1%)
Value$24.1M (+$2.7M)
Filed 2026-10-20
Herold Advisors, Inc.
DECREASED
Shares105,203 from 114,077
Change-8,874 (-8%)
Value$24.0M (+$1.2M)
Filed 2026-10-19
Powszechne Towarzystwo Emerytalne Allianz Polska S.A.
NEW
Shares105,200
Change+105,200
Value$24.0M
Filed 2026-10-22
Gables Capital Management Inc.
DECREASED
Shares105,155 from 107,005
Change-1,850 (-2%)
Value$24.0M (+$2.6M)
Filed 2026-11-04
Alps Advisors Inc
INCREASED
Shares105,057 from 85,567
Change+19,490 (+23%)
Value$24.0M (+$6.9M)
Filed 2026-11-03
Embree Financial Group
INCREASED
Shares105,030 from 103,235
Change+1,795 (+2%)
Value$24.0M (+$3.3M)
Filed 2026-10-22
New Hampshire Trust
DECREASED
Shares105,029 from 105,903
Change-874 (-1%)
Value$24.0M (+$2.8M)
Filed 2026-10-20
First Business Financial Services, Inc.
INCREASED
Shares104,999 from 102,546
Change+2,453 (+2%)
Value$24.0M (+$3.5M)
Filed 2026-10-29
Harmony Asset Management LLC
DECREASED
Shares104,891 from 106,363
Change-1,472 (-1%)
Value$24.0M (+$2.7M)
Filed 2026-10-20
Act Two Investors LLC
DECREASED
Shares104,692 from 105,122
Change-430 (0%)
Value$23.9M (+$2.9M)
Filed 2026-11-09
MCF Advisors LLC
DECREASED
Shares104,388 from 117,059
Change-12,671 (-11%)
Value$23.9M (+$439.8K)
Filed 2026-10-28
Liberty Capital Management, Inc.
DECREASED
Shares104,331 from 107,620
Change-3,289 (-3%)
Value$23.8M (+$2.3M)
Filed 2026-11-02
Makena Capital Management LLC
INCREASED
Shares104,155 from 94,728
Change+9,427 (+10%)
Value$23.8M (+$4.8M)
Filed 2026-11-06
Relyea Zuckerberg Hanson LLC
DECREASED
Shares103,969 from 114,089
Change-10,120 (-9%)
Value$23.7M (+$916.3K)
Filed 2026-10-20
GenTrust, LLC
INCREASED
Shares103,877 from 100,050
Change+3,827 (+4%)
Value$23.7M (+$3.7M)
Filed 2026-11-06
Physicians Financial Services, Inc.
DECREASED
Shares103,777 from 104,675
Change-898 (-1%)
Value$23.7K (-$20.9M)
Filed 2026-11-04
Watershed Private Wealth LLC
INCREASED
Shares103,747 from 101,671
Change+2,076 (+2%)
Value$23.7M (+$3.4M)
Filed 2026-10-30
Quantum Private Wealth, LLC
DECREASED
Shares103,520 from 106,382
Change-2,862 (-3%)
Value$23.6M (+$2.4M)
Filed 2026-10-20
Cullinan Associates Inc
INCREASED
Shares103,487 from 90,984
Change+12,503 (+14%)
Value$23.6M (+$5.4M)
Filed 2026-11-03
WP Advisors, LLC
DECREASED
Shares103,387 from 104,859
Change-1,472 (-1%)
Value$23.6M (+$2.6M)
Filed 2026-10-22
Community Financial Services Group, LLC
DECREASED
Shares103,230 from 105,935
Change-2,705 (-3%)
Value$23.8M (+$2.9M)
Filed 2026-10-15
Strategic Wealth Investment Group, LLC
DECREASED
Shares103,114 from 108,010
Change-4,896 (-5%)
Value$23.5M (+$1.9M)
Filed 2026-10-29
Truxt Investmentos Ltda.
NEW
Shares102,842
Change+102,842
Value$23.5M
Filed 2026-11-03
Independent Solutions Wealth Management, LLC
INCREASED
Shares102,835 from 102,435
Change+400 (+0%)
Value$23.5M (+$3.0M)
Filed 2026-10-28
FCG Investment Co
INCREASED
Shares102,526 from 95,164
Change+7,362 (+8%)
Value$23.4M (+$4.4M)
Filed 2026-10-13
Decision Investments, Inc
DECREASED
Shares102,367 from 102,687
Change-320 (0%)
Value$23.4M (+$2.8M)
Filed 2026-10-07
Marathon Wealth Advisors LLC
DECREASED
Shares102,251 from 102,811
Change-560 (-1%)
Value$23.4M (+$2.8M)
Filed 2026-11-04
Eukles Asset Management
DECREASED
Shares101,570 from 102,551
Change-981 (-1%)
Value$23.2M (+$2.7M)
Filed 2026-11-04
Ayalon Insurance Comp Ltd.
INCREASED
Shares101,503 from 49,903
Change+51,600 (+103%)
Value$23.2K (+$13.2K)
Filed 2026-10-08
Lazari Capital Management, Inc.
DECREASED
Shares101,409 from 101,514
Change-105 (0%)
Value$23.2M (+$2.8M)
Filed 2026-10-20
Kathmere Capital Management, LLC
INCREASED
Shares101,270 from 92,738
Change+8,532 (+9%)
Value$23.1M (+$4.6M)
Filed 2026-10-20
WD Rutherford LLC
DECREASED
Shares100,653 from 107,475
Change-6,822 (-6%)
Value$23.0M (+$1.5M)
Filed 2026-10-26
Childress Capital Advisors, LLC
INCREASED
Shares100,287 from 96,641
Change+3,646 (+4%)
Value$22.9M (+$3.6M)
Filed 2026-10-28
PFC Capital Group, Inc.
DECREASED
Shares100,256 from 100,446
Change-190 (0%)
Value$22.9M (+$2.8M)
Filed 2026-11-06
Central Pacific Bank - Trust Division
DECREASED
Shares100,192 from 101,905
Change-1,713 (-2%)
Value$22.9M (+$2.5M)
Filed 2026-10-06
Victory Financial Group, LLC
DECREASED
Shares100,186 from 112,391
Change-12,205 (-11%)
Value$22.9M (+$392.1K)
Filed 2026-10-27
Community Bank & Trust, Waco, Texas
DECREASED
Shares100,155 from 101,680
Change-1,525 (-1%)
Value$22.9K (-$20.3M)
Filed 2026-10-19
Cornell Pochily Investment Advisors, Inc.
DECREASED
Shares100,028 from 100,186
Change-158 (0%)
Value$22.8M (+$2.8M)
Filed 2026-10-19
TradeWell Securities, Llc.
DECREASED
Shares99,855 from 101,808
Change-1,953 (-2%)
Value$22.8M (+$2.4M)
Filed 2026-10-21
First National Bank of Mount Dora, Trust Investment Services
INCREASED
Shares99,668 from 97,463
Change+2,205 (+2%)
Value$22.8M (+$3.3M)
Filed 2026-10-21
Channel Wealth LLC
INCREASED
Shares99,494 from 82,121
Change+17,373 (+21%)
Value$22.7M (+$6.3M)
Filed 2026-11-06
RDA Financial Network
INCREASED
Shares99,081 from 98,615
Change+466 (+0%)
Value$22.6M (+$2.9M)
Filed 2026-10-15
Concord Asset Management, LLC
INCREASED
Shares99,028 from 96,394
Change+2,634 (+3%)
Value$22.6M (+$3.3M)
Filed 2026-11-02
Wright Investors Service Inc
INCREASED
Shares98,586 from 89,905
Change+8,681 (+10%)
Value$22.5M (+$4.5M)
Filed 2026-11-02
Cabot Wealth Management Inc
INCREASED
Shares98,503 from 79,167
Change+19,336 (+24%)
Value$22.5M (+$6.7M)
Filed 2026-11-05
Birinyi Associates Inc
DECREASED
Shares98,350 from 99,940
Change-1,590 (-2%)
Value$22.5K (-$20.0M)
Filed 2026-10-28
Advisors Management Group Inc
DECREASED
Shares97,891 from 99,177
Change-1,286 (-1%)
Value$22.4K (-$19.8M)
Filed 2026-11-05
Premier Fund Managers Ltd
DECREASED
Shares97,883 from 129,520
Change-31,637 (-24%)
Value$22.2K (-$3.0K)
Filed 2026-11-02
Beacon Financial Group
INCREASED
Shares97,681 from 92,580
Change+5,101 (+6%)
Value$22.3M (+$3.8M)
Filed 2026-10-19
McKinley Carter Wealth Services, Inc.
INCREASED
Shares96,885 from 94,375
Change+2,510 (+3%)
Value$22.1M (+$3.2M)
Filed 2026-10-16
Rossmore Private Capital
INCREASED
Shares96,552 from 89,642
Change+6,910 (+8%)
Value$22.1M (+$4.1M)
Filed 2026-10-27
Virtue Capital Management, LLC
INCREASED
Shares96,431 from 91,481
Change+4,950 (+5%)
Value$22.0M (+$3.7M)
Filed 2026-10-29
Duncker Streett & Co Inc
INCREASED
Shares96,258 from 95,419
Change+839 (+1%)
Value$22.0M (+$2.9M)
Filed 2026-10-27
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
DECREASED
Shares96,062 from 96,773
Change-711 (-1%)
Value$21.9M (+$2.6M)
Filed 2026-10-21
Schear Investment Advisers, LLC
INCREASED
Shares96,020 from 92,102
Change+3,918 (+4%)
Value$21.9M (+$3.5M)
Filed 2026-10-14
Tempo Wealth, LLC
INCREASED
Shares96,020 from 93,287
Change+2,733 (+3%)
Value$21.9M (+$3.3M)
Filed 2026-10-14
Donaldson Capital Management, LLC
INCREASED
Shares95,926 from 91,384
Change+4,542 (+5%)
Value$21.9M (+$3.6M)
Filed 2026-11-09
Sound Income Strategies, LLC
DECREASED
Shares95,787 from 96,736
Change-949 (-1%)
Value$22.1M (+$2.7M)
Filed 2026-10-09
MinichMacGregor Wealth Management, LLC
INCREASED
Shares95,516 from 92,994
Change+2,522 (+3%)
Value$21.8M (+$3.2M)
Filed 2026-10-14
Commons Capital, LLC
DECREASED
Shares95,104 from 100,365
Change-5,261 (-5%)
Value$21.7M (+$1.6M)
Filed 2026-11-05
Manchester Financial Inc
DECREASED
Shares95,013 from 96,101
Change-1,088 (-1%)
Value$21.7M (+$2.5M)
Filed 2026-10-15
Griffin Asset Management, Inc.
DECREASED
Shares94,963 from 98,014
Change-3,051 (-3%)
Value$21.7M (+$2.1M)
Filed 2026-10-22
Clean Yield Group
INCREASED
Shares94,963 from 94,092
Change+871 (+1%)
Value$21.7M (+$2.9M)
Filed 2026-10-28
Rakuten Securities, Inc.
DECREASED
Shares94,747 from 160,514
Change-65,767 (-41%)
Value$21.6M (-$10.5M)
Filed 2026-11-02
Smithfield Trust Co
DECREASED
Shares94,571 from 94,875
Change-304 (0%)
Value$21.6K (-$19.0M)
Filed 2026-11-09
Versant Capital Management, Inc
INCREASED
Shares94,495 from 92,349
Change+2,146 (+2%)
Value$21.6M (+$3.1M)
Filed 2026-10-02
State of Wyoming
DECREASED
Shares94,485 from 101,718
Change-7,233 (-7%)
Value$21.6M (+$1.2M)
Filed 2026-10-28
Appleton Partners Inc
INCREASED
Shares94,481 from 93,167
Change+1,314 (+1%)
Value$21.6K (-$18.6M)
Filed 2026-10-30
Shepherd Financial Partners LLC
DECREASED
Shares94,452 from 95,815
Change-1,363 (-1%)
Value$21.6M (+$2.4M)
Filed 2026-11-03
Grant Private Wealth Management Inc
DECREASED
Shares94,402 from 141,405
Change-47,003 (-33%)
Value$21.6M (-$6.7M)
Filed 2026-10-19
Warm Springs Advisors Inc.
INCREASED
Shares94,371 from 93,985
Change+386 (+0%)
Value$21.6M (+$2.7M)
Filed 2026-10-28
Pictet North America Advisors SA
INCREASED
Shares94,351 from 43,698
Change+50,653 (+116%)
Value$21.5M (+$12.8M)
Filed 2026-10-21
Stockman Wealth Management, Inc.
DECREASED
Shares94,280 from 95,743
Change-1,463 (-2%)
Value$21.5M (+$2.4M)
Filed 2026-10-27
Walter Public Investments Inc.
INCREASED
Shares94,128 from 92,501
Change+1,627 (+2%)
Value$21.5M (+$3.0M)
Filed 2026-11-05
Bill Few Associates, Inc.
INCREASED
Shares94,006 from 93,520
Change+486 (+1%)
Value$21.5M (+$2.8M)
Filed 2026-10-09
Sherry Group, Inc.
DECREASED
Shares93,976 from 97,056
Change-3,080 (-3%)
Value$21.5M (+$2.5M)
Filed 2026-10-09
MV Capital Management, Inc.
DECREASED
Shares93,965 from 106,629
Change-12,664 (-12%)
Value$21.5M (+$124.3K)
Filed 2026-10-29
Iowa State Bank
INCREASED
Shares93,960 from 93,444
Change+516 (+1%)
Value$21.5M (+$2.8M)
Filed 2026-10-06
Arrow Financial Corp
DECREASED
Shares93,793 from 96,535
Change-2,742 (-3%)
Value$21.4M (+$2.1M)
Filed 2026-10-26
Harbor Investment Advisory, LLC
INCREASED
Shares93,714 from 80,399
Change+13,315 (+17%)
Value$21.4M (+$5.3M)
Filed 2026-10-13
Compass Ion Advisors, LLC
INCREASED
Shares93,598 from 92,923
Change+675 (+1%)
Value$21.4M (+$2.8M)
Filed 2026-10-23
LRZ Capital LLC
INCREASED
Shares93,485 from 65,581
Change+27,904 (+43%)
Value$21.4M (+$8.2M)
Filed 2026-11-05
Tritonpoint Wealth, LLC
DECREASED
Shares93,156 from 97,049
Change-3,893 (-4%)
Value$21.3M (+$1.9M)
Filed 2026-10-19
VCI Wealth Management LLC
DECREASED
Shares93,155 from 106,965
Change-13,810 (-13%)
Value$21.3M (-$127.9K)
Filed 2026-10-29
Hartford Financial Management Inc.
INCREASED
Shares93,058 from 72,901
Change+20,157 (+28%)
Value$21.3M (+$6.7M)
Filed 2026-10-21
Manchester Capital Management LLC
DECREASED
Shares92,737 from 98,090
Change-5,353 (-5%)
Value$21.2M (+$1.6M)
Filed 2026-10-22
Focused Wealth Management, Inc
INCREASED
Shares92,705 from 92,033
Change+672 (+1%)
Value$21.2M (+$2.8M)
Filed 2026-10-30
Quadcap Wealth Management, LLC
INCREASED
Shares92,694 from 90,511
Change+2,183 (+2%)
Value$21.7M (+$3.6M)
Filed 2026-11-02
Regent Peak Wealth Advisors LLC
INCREASED
Shares92,534 from 90,648
Change+1,886 (+2%)
Value$21.1M (+$3.0M)
Filed 2026-10-13
Hedeker Wealth, LLC
DECREASED
Shares92,252 from 93,007
Change-755 (-1%)
Value$21.1M (+$2.5M)
Filed 2026-10-23
Destiny Wealth Partners, LLC
INCREASED
Shares92,222 from 76,905
Change+15,317 (+20%)
Value$18.6M (+$3.2M)
Filed 2026-11-05
Milestone Asset Management, LLC
INCREASED
Shares91,968 from 53,310
Change+38,658 (+73%)
Value$21.0M (+$10.3M)
Filed 2026-10-15
First Financial Bank - Trust Division
INCREASED
Shares91,955 from 87,484
Change+4,471 (+5%)
Value$21.0M (+$3.5M)
Filed 2026-10-01
Titan Investment Management LLC
INCREASED
Shares91,879 from 89,499
Change+2,380 (+3%)
Value$21.0M (+$3.1M)
Filed 2026-10-22
HWG Holdings LP
DECREASED
Shares91,746 from 147,955
Change-56,209 (-38%)
Value$21.0M (-$8.7M)
Filed 2026-10-08
Renaissance Investment Group LLC
DECREASED
Shares91,696 from 94,002
Change-2,306 (-2%)
Value$20.9M (+$2.1M)
Filed 2026-10-28
Mystic Asset Management, Inc.
DECREASED
Shares91,270 from 91,823
Change-553 (-1%)
Value$20.8M (+$2.5M)
Filed 2026-10-15
LVM Capital Management LTD
INCREASED
Shares91,126 from 89,075
Change+2,051 (+2%)
Value$20.8M (+$20.8M)
Filed 2026-10-20
Oak Asset Management, LLC
DECREASED
Shares91,035 from 91,697
Change-662 (-1%)
Value$20.8M (+$2.4M)
Filed 2026-10-13
Avantax Planning Partners, Inc.
INCREASED
Shares90,989 from 88,322
Change+2,667 (+3%)
Value$20.8M (+$3.1M)
Filed 2026-11-03
JTC Employer Solutions Trustee Ltd
DECREASED
Shares90,959 from 96,108
Change-5,149 (-5%)
Value$20.8K (-$19.2M)
Filed 2026-11-09
N10 Assets, LLC
DECREASED
Shares90,755 from 94,114
Change-3,359 (-4%)
Value$20.7M (+$1.9M)
Filed 2026-10-14
Curated Wealth Partners LLC
INCREASED
Shares90,598 from 47,473
Change+43,125 (+91%)
Value$20.7M (+$11.2M)
Filed 2026-10-15
Fortem Financial Group, LLC
INCREASED
Shares90,541 from 90,155
Change+386 (+0%)
Value$20.7M (+$2.6M)
Filed 2026-10-20
Journey Advisory Group, LLC
INCREASED
Shares90,538 from 90,065
Change+473 (+1%)
Value$20.7M (+$2.7M)
Filed 2026-11-04
Investment Partners, Ltd.
INCREASED
Shares90,510 from 46,367
Change+44,143 (+95%)
Value$20.7M (+$11.4M)
Filed 2026-10-29
David J Yvars Group
INCREASED
Shares90,387 from 90,175
Change+212 (+0%)
Value$20.6M (+$2.6M)
Filed 2026-10-09
Realta Investment Advisors
DECREASED
Shares90,359 from 93,562
Change-3,203 (-3%)
Value$20.6M (+$1.9M)
Filed 2026-10-14
OMC Financial Services LTD
DECREASED
Shares90,261 from 155,699
Change-65,438 (-42%)
Value$20.6M (-$10.5M)
Filed 2026-10-19
FSM Wealth Advisors, LLC
INCREASED
Shares89,939 from 88,997
Change+942 (+1%)
Value$20.7M (+$2.9M)
Filed 2026-10-27
Ellerson Group Inc
DECREASED
Shares89,903 from 94,313
Change-4,410 (-5%)
Value$18.6M (-$289.0K)
Filed 2026-11-04
Maxi Investments CY Ltd
INCREASED
Shares89,790 from 73,990
Change+15,800 (+21%)
Value$20.5K (-$14.8M)
Filed 2026-10-26
Willis Investment Counsel
INCREASED
Shares89,633 from 83,643
Change+5,990 (+7%)
Value$20.5M (+$3.7M)
Filed 2026-10-20
BAR Harbor Wealth Management
INCREASED
Shares89,529 from 84,323
Change+5,206 (+6%)
Value$20.4M (+$3.6M)
Filed 2026-10-21
Mechanics Bank Trust Department
INCREASED
Shares89,443 from 84,060
Change+5,383 (+6%)
Value$20.4M (+$3.6M)
Filed 2026-10-13
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
UNCHANGED
Shares89,200 from 89,200
Change0 (0%)
Value$20.4M (+$2.5M)
Filed 2026-10-29
SevenBridge Financial Group, LLC
DECREASED
Shares88,907 from 93,183
Change-4,276 (-5%)
Value$19.2M (-$1.6M)
Filed 2026-10-26
RKL Wealth Management LLC
INCREASED
Shares88,888 from 84,023
Change+4,865 (+6%)
Value$20.3M (+$3.5M)
Filed 2026-10-16
Trek Financial, LLC
INCREASED
Shares88,695 from 74,733
Change+13,962 (+19%)
Value$20.3M (+$5.3M)
Filed 2026-10-29
Little House Capital LLC
INCREASED
Shares88,643 from 79,770
Change+8,873 (+11%)
Value$20.2M (+$4.3M)
Filed 2026-11-06
Jacobi Capital Management LLC
INCREASED
Shares88,605 from 84,404
Change+4,201 (+5%)
Value$20.2M (+$3.3M)
Filed 2026-11-05
Impact Capital Partners LLC
INCREASED
Shares88,300 from 84,609
Change+3,691 (+4%)
Value$20.2M (+$3.2M)
Filed 2026-10-22
Riggs Asset Managment Co. Inc.
INCREASED
Shares88,255 from 87,189
Change+1,066 (+1%)
Value$20.2M (+$2.7M)
Filed 2026-11-05
Seven Mile Advisory
DECREASED
Shares88,229 from 89,024
Change-795 (-1%)
Value$20.1M (+$2.3M)
Filed 2026-10-22
First Command Advisory Services, Inc.
INCREASED
Shares86,816 from 48,457
Change+38,359 (+79%)
Value$19.8M (+$10.2M)
Filed 2026-11-05
Rockport Wealth LLC
DECREASED
Shares86,772 from 109,904
Change-23,132 (-21%)
Value$19.8M (-$2.2M)
Filed 2026-11-03
Old Second National Bank of Aurora
DECREASED
Shares86,639 from 102,070
Change-15,431 (-15%)
Value$19.8M (-$636.6K)
Filed 2026-10-22
EPG Wealth Management LLC
DECREASED
Shares86,577 from 87,024
Change-447 (-1%)
Value$19.8M (+$2.4M)
Filed 2026-11-03
Fiduciary Family Office, LLC
INCREASED
Shares86,552 from 79,056
Change+7,496 (+9%)
Value$19.8M (+$3.9M)
Filed 2026-11-04
Oakworth Capital, Inc.
INCREASED
Shares86,503 from 85,313
Change+1,190 (+1%)
Value$19.8M (+$2.7M)
Filed 2026-10-26
Nvwm, LLC
INCREASED
Shares86,063 from 84,899
Change+1,164 (+1%)
Value$19.7M (+$2.7M)
Filed 2026-10-14
SBI Okasan Asset Management Co.Ltd.
DECREASED
Shares86,030 from 89,168
Change-3,138 (-4%)
Value$19.5M (+$2.2M)
Filed 2026-11-10
Iyo Bank, Ltd.
UNCHANGED
Shares85,985 from 85,985
Change0 (0%)
Value$19.6M (+$2.4M)
Filed 2026-11-10
Paragon Advisors, LLC
INCREASED
Shares85,921 from 71,020
Change+14,901 (+21%)
Value$19.6M (+$5.4M)
Filed 2026-11-03
TCV Trust & Wealth Management, Inc.
DECREASED
Shares85,868 from 86,886
Change-1,018 (-1%)
Value$19.6M (+$2.2M)
Filed 2026-10-16
Annis Gardner Whiting Capital Advisors, LLC
INCREASED
Shares85,833 from 84,937
Change+896 (+1%)
Value$19.6M (+$2.6M)
Filed 2026-11-09
Activest Wealth Management
INCREASED
Shares85,603 from 83,470
Change+2,133 (+3%)
Value$19.6M (+$2.8M)
Filed 2026-10-15
Lewis Asset Management, LLC
INCREASED
Shares85,462 from 83,017
Change+2,445 (+3%)
Value$19.5M (+$2.9M)
Filed 2026-10-14
Delta Financial Advisors LLC
DECREASED
Shares85,181 from 85,451
Change-270 (0%)
Value$19.5M (+$2.4M)
Filed 2026-10-27
Carlson Financial, Inc.
DECREASED
Shares85,027 from 86,267
Change-1,240 (-1%)
Value$19.4M (+$2.2M)
Filed 2026-11-05
LEE Danner & Bass Inc
INCREASED
Shares84,756 from 82,776
Change+1,980 (+2%)
Value$19.4M (+$2.8M)
Filed 2026-10-27
Westwind Capital
DECREASED
Shares84,754 from 89,123
Change-4,369 (-5%)
Value$19.4K (+$1.5K)
Filed 2026-10-08
SWS Partners
INCREASED
Shares84,310 from 83,644
Change+666 (+1%)
Value$19.3M (+$2.5M)
Filed 2026-10-26
Kimelman & Baird, LLC
DECREASED
Shares83,905 from 83,945
Change-40 (0%)
Value$19.2M (+$2.4M)
Filed 2026-11-03
Gunderson Capital Management LLC
INCREASED
Shares83,895 from 69,679
Change+14,216 (+20%)
Value$19.2M (+$5.2M)
Filed 2026-10-15
Allen Capital Group, LLC
INCREASED
Shares83,832 from 82,445
Change+1,387 (+2%)
Value$19.1M (+$2.6M)
Filed 2026-10-27
Bryn Mawr Trust Advisors, LLC
INCREASED
Shares83,706 from 82,069
Change+1,637 (+2%)
Value$19.1M (+$2.7M)
Filed 2026-11-04
Chase Investment Counsel Corp
DECREASED
Shares83,654 from 95,962
Change-12,308 (-13%)
Value$19.1K (-$19.2M)
Filed 2026-11-09
Weaver Capital Management LLC
DECREASED
Shares83,550 from 84,959
Change-1,409 (-2%)
Value$19.1M (+$4.3M)
Filed 2026-10-15
Adirondack Trust Co
DECREASED
Shares83,427 from 86,497
Change-3,070 (-4%)
Value$19.1M (+$1.7M)
Filed 2026-10-14
ARS Wealth Advisors Group, LLC
INCREASED
Shares83,289 from 79,839
Change+3,450 (+4%)
Value$19.0M (+$3.0M)
Filed 2026-10-16
Oxler Private Wealth LLC
INCREASED
Shares82,973 from 82,812
Change+161 (+0%)
Value$18.9M (+$2.4M)
Filed 2026-10-21
Naples Global Advisors, LLC
INCREASED
Shares82,937 from 80,898
Change+2,039 (+3%)
Value$19.0M (+$2.8M)
Filed 2026-11-05
Xcel Wealth Management, LLC
DECREASED
Shares82,875 from 85,544
Change-2,669 (-3%)
Value$18.9M (+$1.8M)
Filed 2026-10-26
Reflection Asset Management
INCREASED
Shares82,865 from 71,642
Change+11,223 (+16%)
Value$18.9M (+$4.6M)
Filed 2026-10-28
SmartHarvest Portfolios, LLC
DECREASED
Shares82,810 from 102,632
Change-19,822 (-19%)
Value$18.9M (-$1.6M)
Filed 2026-10-26
Barrett & Company, Inc.
INCREASED
Shares82,569 from 81,864
Change+705 (+1%)
Value$18.9M (+$2.5M)
Filed 2026-10-22
Prevail Innovative Wealth Advisors, LLC
INCREASED
Shares82,482 from 25,205
Change+57,277 (+227%)
Value$19.6M (+$14.5M)
Filed 2026-10-20
Trilogy Capital Inc.
INCREASED
Shares82,430 from 78,813
Change+3,617 (+5%)
Value$18.8M (+$3.1M)
Filed 2026-10-20
Windle Wealth, LLC
INCREASED
Shares82,319 from 82,316
Change+3 (0%)
Value$18.8M (+$2.3M)
Filed 2026-11-09
Revolve Wealth Partners, LLC
INCREASED
Shares82,311 from 78,131
Change+4,180 (+5%)
Value$18.8M (+$3.2M)
Filed 2026-10-23
Cornerstone Advisory, LLC
INCREASED
Shares82,245 from 76,079
Change+6,166 (+8%)
Value$18.8M (+$3.6M)
Filed 2026-11-06
BigSur Wealth Management LLC
INCREASED
Shares82,231 from 79,531
Change+2,700 (+3%)
Value$18.8M (+$2.9M)
Filed 2026-10-13
S.A. Mason LLC
INCREASED
Shares81,996 from 80,433
Change+1,563 (+2%)
Value$18.7M (+$2.6M)
Filed 2026-10-13
Sterling Investment Advisors, Ltd.
DECREASED
Shares81,985 from 82,085
Change-100 (0%)
Value$18.7M (+$2.3M)
Filed 2026-10-27
Verde Servicos Internacionais S.A.
DECREASED
Shares81,810 from 89,896
Change-8,086 (-9%)
Value$18.7K (-$18.0M)
Filed 2026-10-26
Firetrail Investments PTY LTD
DECREASED
Shares81,766 from 82,366
Change-600 (-1%)
Value$18.7M (+$2.4M)
Filed 2026-11-05
Pegasus Asset Management, Inc.
INCREASED
Shares81,731 from 81,377
Change+354 (+0%)
Value$18.7M (+$2.4M)
Filed 2026-11-03
Oak Harvest Investment Services
DECREASED
Shares81,482 from 135,354
Change-53,872 (-40%)
Value$18.6M (-$8.5M)
Filed 2026-10-20
Pennsylvania Capital Management Inc
INCREASED
Shares81,462 from 79,243
Change+2,219 (+3%)
Value$18.6M (+$2.7M)
Filed 2026-11-05
Asset Dedication, LLC
DECREASED
Shares81,356 from 84,866
Change-3,510 (-4%)
Value$18.6M (+$1.6M)
Filed 2026-11-03
Boston Standard Wealth Management, LLC
DECREASED
Shares81,081 from 81,134
Change-53 (0%)
Value$18.5M (+$2.6M)
Filed 2026-10-07
CNB Bank
DECREASED
Shares81,033 from 83,300
Change-2,267 (-3%)
Value$18.5M (+$1.8M)
Filed 2026-11-09
Paladin Partners, LLC
INCREASED
Shares81,002 from 73,032
Change+7,970 (+11%)
Value$18.5M (+$3.9M)
Filed 2026-10-06
Privium Fund Management B.V.
UNCHANGED
Shares81,000 from 81,000
Change0 (0%)
Value$18.5M (+$2.3M)
Filed 2026-11-03
Symmetry Partners, LLC
INCREASED
Shares80,901 from 72,985
Change+7,916 (+11%)
Value$18.5M (+$3.9M)
Filed 2026-10-27
Madden Securities Corp
DECREASED
Shares80,813 from 82,989
Change-2,176 (-3%)
Value$18.5M (+$1.9M)
Filed 2026-10-27
Blodgett Wealth Advisors, LLC
DECREASED
Shares80,572 from 89,547
Change-8,975 (-10%)
Value$18.4M (+$483.6K)
Filed 2026-10-23
Monograph Wealth Advisors, LLC
INCREASED
Shares80,560 from 72,130
Change+8,430 (+12%)
Value$18.4M (+$4.0M)
Filed 2026-11-09
Oslo Pensjonsforsikring AS
INCREASED
Shares80,508 from 79,008
Change+1,500 (+2%)
Value$18.4M (+$2.6M)
Filed 2026-10-15
Mine & Arao Wealth Creation & Management, Llc.
DECREASED
Shares80,506 from 84,022
Change-3,516 (-4%)
Value$18.4M (+$1.6M)
Filed 2026-10-29
Cordatus Wealth Management LLC
DECREASED
Shares80,332 from 82,915
Change-2,583 (-3%)
Value$18.3M (+$1.8M)
Filed 2026-10-19
Bath Savings Trust Co
INCREASED
Shares80,260 from 76,053
Change+4,207 (+6%)
Value$18.3M (+$3.1M)
Filed 2026-10-07
Argonautica Private Wealth Management, Inc
DECREASED
Shares80,157 from 83,873
Change-3,716 (-4%)
Value$18.3M (+$1.5M)
Filed 2026-11-02
Corda Investment Management, Llc.
DECREASED
Shares80,148 from 80,280
Change-132 (0%)
Value$18.3M (+$2.2M)
Filed 2026-10-22
American National Bank & Trust
DECREASED
Shares80,041 from 81,592
Change-1,551 (-2%)
Value$18.3M (+$2.0M)
Filed 2026-10-07
Finer Wealth Management, Inc.
DECREASED
Shares80,029 from 81,613
Change-1,584 (-2%)
Value$18.3M (+$1.9M)
Filed 2026-10-16
Maestria Partners LLC
UNCHANGED
Shares80,000 from 80,000
Change0 (0%)
Value$18.3M (+$2.3M)
Filed 2026-10-22
Middleton & Co Inc
DECREASED
Shares79,914 from 81,596
Change-1,682 (-2%)
Value$18.3M (+$1.9M)
Filed 2026-10-23
Citizens & Northern Corp
DECREASED
Shares79,403 from 81,995
Change-2,592 (-3%)
Value$18.1M (+$1.7M)
Filed 2026-11-06
Leelyn Smith, LLC
DECREASED
Shares79,161 from 80,773
Change-1,612 (-2%)
Value$18.1M (+$1.9M)
Filed 2026-11-03
Archon Partners LLC
INCREASED
Shares79,000 from 72,000
Change+7,000 (+10%)
Value$18.0M (+$3.6M)
Filed 2026-10-26
Clear Wave Wealth Management LLC
INCREASED
Shares78,974 from 75,071
Change+3,903 (+5%)
Value$18.0M (+$3.0M)
Filed 2026-11-04
Orser Capital Management, LLC
DECREASED
Shares78,801 from 78,873
Change-72 (0%)
Value$18.0M (+$2.2M)
Filed 2026-10-13
Ellsworth Advisors, LLC
INCREASED
Shares78,799 from 78,008
Change+791 (+1%)
Value$18.0M (+$1.4M)
Filed 2026-10-15
Jcic Asset Management Inc.
DECREASED
Shares78,695 from 88,542
Change-9,847 (-11%)
Value$18.0M (+$2.5M)
Filed 2026-10-30
Beverly Hills Private Wealth, LLC
INCREASED
Shares78,551 from 77,786
Change+765 (+1%)
Value$17.9M (+$2.4M)
Filed 2026-11-04
Eagle Strategies LLC
DECREASED
Shares78,513 from 78,783
Change-270 (0%)
Value$17.9M (+$2.2M)
Filed 2026-10-16
Royal Fund Management, LLC
DECREASED
Shares78,462 from 102,159
Change-23,697 (-23%)
Value$17.9M (-$2.5M)
Filed 2026-10-22
Cerro Pacific Wealth Advisors LLC
DECREASED
Shares78,347 from 81,581
Change-3,234 (-4%)
Value$17.9M (+$1.6M)
Filed 2026-10-22
Florida Financial Advisors, LLC
INCREASED
Shares78,039 from 69,389
Change+8,650 (+12%)
Value$17.8M (+$3.9M)
Filed 2026-11-09
BIP Wealth, LLC
DECREASED
Shares78,009 from 79,116
Change-1,107 (-1%)
Value$17.8M (+$2.0M)
Filed 2026-10-22
Fiduciary Financial Group, LLC
INCREASED
Shares78,008 from 77,999
Change+9 (+0%)
Value$17.8M (+$2.2M)
Filed 2026-10-13
First Affirmative Financial Network
NEW
Shares77,802
Change+77,802
Value$17.8M
Filed 2026-10-21
Keystone Wealth Services, LLC
INCREASED
Shares77,637 from 76,326
Change+1,311 (+2%)
Value$17.6M (+$2.4M)
Filed 2026-11-03
Victrix Investment Advisors
INCREASED
Shares77,584 from 77,317
Change+267 (+0%)
Value$17.7M (+$2.2M)
Filed 2026-10-13
Connecticut Wealth Management, LLC
DECREASED
Shares77,549 from 84,074
Change-6,525 (-8%)
Value$17.7M (+$888.4K)
Filed 2026-10-13
Oarsman Capital, Inc.
INCREASED
Shares77,547 from 68,606
Change+8,941 (+13%)
Value$17.7M (+$4.0M)
Filed 2026-11-05
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
INCREASED
Shares77,386 from 69,439
Change+7,947 (+11%)
Value$17.7M (+$3.8M)
Filed 2026-11-09
Jeppson Wealth Management, LLC
DECREASED
Shares77,172 from 78,312
Change-1,140 (-1%)
Value$17.6M (+$2.0M)
Filed 2026-10-20
Cherry Creek Investment Advisors, Inc.
INCREASED
Shares76,957 from 76,940
Change+17 (+0%)
Value$17.6M (+$2.2M)
Filed 2026-10-14
NewSquare Capital LLC
INCREASED
Shares76,927 from 72,308
Change+4,619 (+6%)
Value$17.6M (+$3.1M)
Filed 2026-11-06
Abacus Wealth Partners, LLC
DECREASED
Shares76,801 from 77,166
Change-365 (0%)
Value$17.5M (+$2.1M)
Filed 2026-11-03
Beacon Capital Management, LLC
DECREASED
Shares76,577 from 76,879
Change-302 (0%)
Value$17.5M (+$2.1M)
Filed 2026-10-23
Balefire, LLC
INCREASED
Shares76,358 from 65,016
Change+11,342 (+17%)
Value$17.4M (+$4.4M)
Filed 2026-10-09
Beacon Bank & Trust
DECREASED
Shares75,957 from 76,705
Change-748 (-1%)
Value$17.3M (+$2.0M)
Filed 2026-10-27
XML Financial, LLC
INCREASED
Shares75,952 from 74,279
Change+1,673 (+2%)
Value$17.3M (+$2.5M)
Filed 2026-10-29
West Family Investments, Inc.
DECREASED
Shares75,908 from 76,955
Change-1,047 (-1%)
Value$17.3M (+$1.9M)
Filed 2026-11-09
NWF Advisory Services Inc.
DECREASED
Shares75,647 from 84,698
Change-9,051 (-11%)
Value$17.3M (+$328.8K)
Filed 2026-10-19
Midwest Professional Planners, Ltd.
DECREASED
Shares75,638 from 78,985
Change-3,347 (-4%)
Value$17.3M (+$1.5M)
Filed 2026-10-29
NovaPoint Capital, LLC
INCREASED
Shares75,562 from 74,996
Change+566 (+1%)
Value$17.3M (+$2.3M)
Filed 2026-10-22
Sage Capital Management, LLC
DECREASED
Shares75,510 from 78,806
Change-3,296 (-4%)
Value$17.2M (+$1.5M)
Filed 2026-10-20
AGP Franklin, LLC
DECREASED
Shares75,364 from 76,632
Change-1,268 (-2%)
Value$17.2M (+$1.9M)
Filed 2026-11-04
MBL Wealth, LLC
INCREASED
Shares75,361 from 67,175
Change+8,186 (+12%)
Value$17.2M (+$3.8M)
Filed 2026-10-22
StoryOne LLC
INCREASED
Shares75,296 from 31,120
Change+44,176 (+142%)
Value$17.2M (+$11.0M)
Filed 2026-10-13
Geneva Partners, LLC
INCREASED
Shares75,121 from 73,463
Change+1,658 (+2%)
Value$17.2M (+$2.5M)
Filed 2026-10-26
Elevatus Welath Management
DECREASED
Shares75,079 from 85,316
Change-10,237 (-12%)
Value$17.1M (+$75.9K)
Filed 2026-10-19
Ashurst Perkins Coie Trust Co
INCREASED
Shares74,977 from 73,889
Change+1,088 (+1%)
Value$17.1M (+$2.3M)
Filed 2026-10-15
Franchise GP Ltd
DECREASED
Shares74,680 from 98,619
Change-23,939 (-24%)
Value$17.1M (-$2.7M)
Filed 2026-10-16
Intrua Financial, LLC
DECREASED
Shares74,582 from 75,445
Change-863 (-1%)
Value$17.0M (+$1.9M)
Filed 2026-10-28
Mirador Capital Partners LP
INCREASED
Shares74,467 from 72,943
Change+1,524 (+2%)
Value$17.0M (+$2.4M)
Filed 2026-10-09
Manuka Financial, LLC
INCREASED
Shares74,432 from 74,431
Change+1 (0%)
Value$17.0M (+$2.1M)
Filed 2026-10-16
First Bank & Trust
INCREASED
Shares74,395 from 71,668
Change+2,727 (+4%)
Value$17.0M (+$2.7M)
Filed 2026-10-19
Columbia Bank
INCREASED
Shares74,306 from 70,373
Change+3,933 (+6%)
Value$17.0M (+$2.9M)
Filed 2026-10-29
Brandywine OAK Private Wealth LLC
INCREASED
Shares74,199 from 73,740
Change+459 (+1%)
Value$16.9M (+$2.2M)
Filed 2026-10-23
Personal CFO Solutions, LLC
DECREASED
Shares74,168 from 94,496
Change-20,328 (-22%)
Value$17.0M (-$2.0M)
Filed 2026-11-06
Wespac Advisors SoCal, LLC
INCREASED
Shares74,134 from 72,622
Change+1,512 (+2%)
Value$16.9M (+$2.4M)
Filed 2026-10-13
Prudent Man Advisors, LLC
DECREASED
Shares73,863 from 75,192
Change-1,329 (-2%)
Value$16.9M (+$1.8M)
Filed 2026-11-03
First Heartland Consultants, Inc.
INCREASED
Shares73,844 from 70,254
Change+3,590 (+5%)
Value$16.9M (+$2.8M)
Filed 2026-10-08
Ridgecrest Wealth Partners, LLC
INCREASED
Shares73,819 from 67,440
Change+6,379 (+9%)
Value$16.9M (+$3.4M)
Filed 2026-10-19
Dudley Capital Management, LLC
DECREASED
Shares73,683 from 73,756
Change-73 (0%)
Value$16.8M (+$2.1M)
Filed 2026-10-23
Sawyer & Company, Inc
DECREASED
Shares73,610 from 75,435
Change-1,825 (-2%)
Value$16.8M (+$1.7M)
Filed 2026-10-21
Robocap Asset Management Ltd
INCREASED
Shares73,389 from 69,525
Change+3,864 (+6%)
Value$16.8M (+$2.8M)
Filed 2026-11-02
Waters Parkerson & Co., LLC
INCREASED
Shares73,388 from 72,392
Change+996 (+1%)
Value$16.8M (+$2.3M)
Filed 2026-11-04
Stanley-Laman Group, Ltd.
DECREASED
Shares73,198 from 74,661
Change-1,463 (-2%)
Value$16.7M (+$1.8M)
Filed 2026-10-20
Abel Hall, LLC
INCREASED
Shares73,095 from 70,101
Change+2,994 (+4%)
Value$16.7M (+$2.7M)
Filed 2026-10-19
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED
Shares72,865 from 112,309
Change-39,444 (-35%)
Value$16.6M (-$5.8M)
Filed 2026-10-14
Baker Tilly Wealth Management, LLC
INCREASED
Shares72,424 from 71,898
Change+526 (+1%)
Value$16.5M (+$2.2M)
Filed 2026-10-05
Greenfield Seitz Capital Management, LLC
DECREASED
Shares72,384 from 74,886
Change-2,502 (-3%)
Value$16.5M (+$1.5M)
Filed 2026-10-29
JB Capital LLC
INCREASED
Shares72,374 from 64,639
Change+7,735 (+12%)
Value$16.5M (+$3.6M)
Filed 2026-10-19
Moss Adams Wealth Advisors LLC
DECREASED
Shares72,282 from 87,048
Change-14,766 (-17%)
Value$16.5M (-$890.2K)
Filed 2026-10-28
Klingman & Associates, LLC
INCREASED
Shares72,024 from 69,645
Change+2,379 (+3%)
Value$16.4M (+$2.5M)
Filed 2026-10-20
Strengthening Families & Communities, LLC
INCREASED
Shares72,005 from 71,576
Change+429 (+1%)
Value$16.4M (+$2.1M)
Filed 2026-10-21
Pioneer Trust Bank N A
DECREASED
Shares71,923 from 72,723
Change-800 (-1%)
Value$16.4M (+$1.9M)
Filed 2026-11-06
Leuthold Group, LLC
INCREASED
Shares71,847 from 68,568
Change+3,279 (+5%)
Value$16.4M (+$2.7M)
Filed 2026-11-04
Income Insurance Ltd
DECREASED
Shares71,577 from 71,677
Change-100 (0%)
Value$16.3M (+$2.0M)
Filed 2026-10-21
Glass Wealth Management Co LLC
INCREASED
Shares71,543 from 62,704
Change+8,839 (+14%)
Value$16.3M (+$3.8M)
Filed 2026-10-28
Consolidated Capital Management, LLC
DECREASED
Shares70,993 from 71,036
Change-43 (0%)
Value$16.2M (+$2.0M)
Filed 2026-10-13
SLT Holdings LLC
DECREASED
Shares70,579 from 73,049
Change-2,470 (-3%)
Value$16.1M (+$1.5M)
Filed 2026-10-15
Falcon Wealth Planning
INCREASED
Shares70,486 from 63,931
Change+6,555 (+10%)
Value$16.1M (+$3.3M)
Filed 2026-11-06
Strategic Advisors LLC
DECREASED
Shares70,439 from 84,794
Change-14,355 (-17%)
Value$16.1M (-$879.6K)
Filed 2026-10-13
Miller Wealth Advisors, LLC
DECREASED
Shares70,343 from 71,172
Change-829 (-1%)
Value$16.1M (+$1.8M)
Filed 2026-11-02
Peregrine Asset Advisers, Inc.
INCREASED
Shares70,284 from 60,638
Change+9,646 (+16%)
Value$16.1M (+$3.9M)
Filed 2026-11-09
Plancorp, LLC
INCREASED
Shares70,246 from 60,873
Change+9,373 (+15%)
Value$14.4M (+$2.0M)
Filed 2026-11-03
Martin Capital Advisors, LLP
DECREASED
Shares70,208 from 70,489
Change-281 (0%)
Value$16.0M (+$1.9M)
Filed 2026-10-15
JSF Financial, LLC
INCREASED
Shares70,104 from 51,600
Change+18,504 (+36%)
Value$16.0M (+$5.7M)
Filed 2026-10-22
True Private Wealth Advisors
DECREASED
Shares70,074 from 72,376
Change-2,302 (-3%)
Value$16.0M (+$1.5M)
Filed 2026-10-19
Arlington Capital Management Inc
INCREASED
Shares70,036 from 69,997
Change+39 (+0%)
Value$16.0M (+$2.0M)
Filed 2026-10-30
LCM Capital Management Inc
INCREASED
Shares69,993 from 69,231
Change+762 (+1%)
Value$16.0M (+$2.1M)
Filed 2026-10-20
Consilium Wealth Advisory, LLC
DECREASED
Shares69,918 from 70,213
Change-295 (0%)
Value$16.0M (+$1.9M)
Filed 2026-10-14
Interchange Capital Partners, LLC
DECREASED
Shares69,784 from 70,178
Change-394 (-1%)
Value$16.0M (+$1.9M)
Filed 2026-10-28
Ascentis Wealth Management, LLC
INCREASED
Shares69,572 from 62,954
Change+6,618 (+11%)
Value$15.9M (+$3.3M)
Filed 2026-11-03
McBroom & Associates, LLC
DECREASED
Shares69,316 from 89,633
Change-20,317 (-23%)
Value$15.8M (-$2.1M)
Filed 2026-10-29
Guerra PAN Advisors, LLC
DECREASED
Shares69,310 from 69,575
Change-265 (0%)
Value$15.0M (+$1.1M)
Filed 2026-10-26
Capital City Trust Co
DECREASED
Shares69,303 from 71,047
Change-1,744 (-2%)
Value$15.8M (+$1.6M)
Filed 2026-10-22
Tcfg Investment Advisors, LLC
DECREASED
Shares69,261 from 70,747
Change-1,486 (-2%)
Value$15.8M (+$1.7M)
Filed 2026-10-20
NBT Bank, N.A.
INCREASED
Shares69,192 from 68,648
Change+544 (+1%)
Value$15.8M (+$2.1M)
Filed 2026-10-21
Kennedy Investment Group, Inc.
INCREASED
Shares69,183 from 67,962
Change+1,221 (+2%)
Value$15.8M (+$2.2M)
Filed 2026-10-21
Ipswich Investment Management Co., Inc.
DECREASED
Shares68,977 from 69,277
Change-300 (0%)
Value$15.8M (+$1.9M)
Filed 2026-10-13
Sustainable Insight Capital Management, LLC
DECREASED
Shares68,814 from 72,314
Change-3,500 (-5%)
Value$15.7M (+$1.2M)
Filed 2026-11-06
Old Peak Finance LLC
DECREASED
Shares68,562 from 74,113
Change-5,551 (-7%)
Value$15.7M (+$828.9K)
Filed 2026-11-02
Cornerstone Planning, LLC
INCREASED
Shares68,562 from 68,417
Change+145 (+0%)
Value$14.1M (+$360.4K)
Filed 2026-10-27
Commonwealth Financial Services, LLC
DECREASED
Shares68,466 from 71,605
Change-3,139 (-4%)
Value$15.6M (+$1.3M)
Filed 2026-10-20
Abundance Wealth Counselors
DECREASED
Shares68,435 from 72,871
Change-4,436 (-6%)
Value$15.6M (+$1.0M)
Filed 2026-10-26
Benchmark Financial Wealth Advisors, LLC
INCREASED
Shares68,166 from 65,497
Change+2,669 (+4%)
Value$15.6M (+$2.5M)
Filed 2026-10-20
Bennett Selby Investments LP
INCREASED
Shares67,506 from 62,899
Change+4,607 (+7%)
Value$15.4M (+$2.8M)
Filed 2026-10-19
Sage Capital Advisors,llc
DECREASED
Shares67,096 from 68,243
Change-1,147 (-2%)
Value$15.3M (+$1.7M)
Filed 2026-10-13
Rossby Financial, LCC
INCREASED
Shares67,078 from 50,737
Change+16,341 (+32%)
Value$15.3M (+$5.2M)
Filed 2026-11-05
Legacy Advisors, LLC
DECREASED
Shares66,974 from 74,563
Change-7,589 (-10%)
Value$15.3M (+$394.2K)
Filed 2026-10-19
Foyston, Gordon & Payne Inc
INCREASED
Shares66,967 from 47,475
Change+19,492 (+41%)
Value$15.3M (+$5.7M)
Filed 2026-11-02
Sheets Smith Wealth Management
DECREASED
Shares66,940 from 68,779
Change-1,839 (-3%)
Value$15.3M (+$1.5M)
Filed 2026-10-16
Tower Trust & Investment Co
INCREASED
Shares66,940 from 66,673
Change+267 (+0%)
Value$15.3M (+$1.9M)
Filed 2026-10-28
Cromwell Holdings LLC
DECREASED
Shares66,935 from 69,615
Change-2,680 (-4%)
Value$15.3M (+$1.4M)
Filed 2026-10-28
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares66,862 from 63,849
Change+3,013 (+5%)
Value$15.3M (+$2.5M)
Filed 2026-10-14
Smart Wealth LLC
DECREASED
Shares66,738 from 76,294
Change-9,556 (-13%)
Value$15.2M (-$24.1K)
Filed 2026-11-04
TritonPoint Partners, LLC
DECREASED
Shares66,689 from 115,886
Change-49,197 (-42%)
Value$15.2M (-$7.9M)
Filed 2026-11-05
United Bank
INCREASED
Shares66,684 from 66,223
Change+461 (+1%)
Value$15.2M (+$2.0M)
Filed 2026-11-06
Swiss RE LTD
INCREASED
Shares66,626 from 40,297
Change+26,329 (+65%)
Value$15.2M (+$7.2M)
Filed 2026-11-06
Aviso Wealth Management
DECREASED
Shares66,587 from 67,596
Change-1,009 (-1%)
Value$15.2M (+$1.7M)
Filed 2026-11-04
Greenup Street Wealth Management LLC
INCREASED
Shares66,535 from 64,645
Change+1,890 (+3%)
Value$15.2M (+$2.3M)
Filed 2026-10-28
Folger Nolan Fleming Douglas Capital Management, Inc
DECREASED
Shares66,518 from 67,109
Change-591 (-1%)
Value$15.2M (+$1.8M)
Filed 2026-10-13
Carroll Advisory Group, LLC
INCREASED
Shares66,358 from 65,293
Change+1,065 (+2%)
Value$15.2M (+$2.1M)
Filed 2026-10-16
Shaker Investments LLC
DECREASED
Shares66,298 from 75,720
Change-9,422 (-12%)
Value$15.1M (-$9.7K)
Filed 2026-11-05
Outlook Wealth Advisors, LLC
DECREASED
Shares66,090 from 73,506
Change-7,416 (-10%)
Value$15.1M (+$390.2K)
Filed 2026-10-28
Arsenal Capital Advisors LLC
INCREASED
Shares66,069 from 65,621
Change+448 (+1%)
Value$15.1M (+$2.0M)
Filed 2026-11-02
TriaGen Wealth Management LLC
INCREASED
Shares66,063 from 49,597
Change+16,466 (+33%)
Value$15.1M (+$5.2M)
Filed 2026-10-14
Millennium Capital Advisors, LLC
DECREASED
Shares66,032 from 66,033
Change-1 (0%)
Value$15.1M (+$1.9M)
Filed 2026-10-16
Advisors Preferred, LLC
UNCHANGED
Shares66,000 from 66,000
Change0 (0%)
Value$15.4M (+$2.6M)
Filed 2026-11-09
Lineweaver Wealth Advisors, LLC
INCREASED
Shares65,904 from 64,884
Change+1,020 (+2%)
Value$15.1M (+$2.1M)
Filed 2026-10-13
AM Investment Strategies LLC
INCREASED
Shares65,553 from 63,841
Change+1,712 (+3%)
Value$15.0K (+$2.2K)
Filed 2026-11-05
Generali Investments Towarzystwo Funduszy Inwestycyjnych
DECREASED
Shares65,500 from 66,000
Change-500 (-1%)
Value$15.0M (+$1.8M)
Filed 2026-11-06
Prosperity Financial Group, Inc.
INCREASED
Shares65,465 from 60,025
Change+5,440 (+9%)
Value$15.0M (+$2.9M)
Filed 2026-10-29
Hudson Canyon Capital Management
DECREASED
Shares65,407 from 69,856
Change-4,449 (-6%)
Value$14.9M (+$960.2K)
Filed 2026-11-04
Nicollet Investment Management, Inc.
DECREASED
Shares65,369 from 66,612
Change-1,243 (-2%)
Value$14.9K (-$13.3M)
Filed 2026-10-14
Retirement Planning Group, LLC
DECREASED
Shares65,361 from 72,509
Change-7,148 (-10%)
Value$14.9M (+$418.8K)
Filed 2026-10-19
Hilltop National Bank
INCREASED
Shares65,348 from 64,932
Change+416 (+1%)
Value$14.9M (+$1.9M)
Filed 2026-10-14
LifeGoal Investments, LLC
INCREASED
Shares65,314 from 13,852
Change+51,462 (+372%)
Value$14.9M (+$12.1M)
Filed 2026-10-09
Regatta Capital Group, LLC
INCREASED
Shares65,294 from 61,584
Change+3,710 (+6%)
Value$14.9M (+$2.6M)
Filed 2026-10-23
Schaper Benz & Wise Investment Counsel Inc
DECREASED
Shares65,288 from 65,585
Change-297 (0%)
Value$14.9M (+$1.8M)
Filed 2026-10-09
Accredited Investors Inc.
INCREASED
Shares64,965 from 64,436
Change+529 (+1%)
Value$14.8M (+$1.9M)
Filed 2026-11-03
Ascent Wealth Partners, LLC
INCREASED
Shares64,856 from 64,151
Change+705 (+1%)
Value$14.8M (+$2.0M)
Filed 2026-10-23
Carret Asset Management, LLC
DECREASED
Shares64,818 from 71,363
Change-6,545 (-9%)
Value$14.8M (+$524.1K)
Filed 2026-11-04
Kanawha Capital Management LLC
INCREASED
Shares64,701 from 63,547
Change+1,154 (+2%)
Value$14.8M (+$2.1M)
Filed 2026-10-19
Merrion Investment Management Co, LLC
DECREASED
Shares64,600 from 64,925
Change-325 (0%)
Value$14.8M (+$1.8M)
Filed 2026-10-16
Lattice Capital Management, LLC
UNCHANGED
Shares64,500 from 64,500
Change0 (0%)
Value$14.7M (+$1.8M)
Filed 2026-11-03
D'Orazio & Associates, Inc.
DECREASED
Shares64,414 from 66,872
Change-2,458 (-4%)
Value$14.7M (+$1.3M)
Filed 2026-11-04
LFG Wealth Partners, LLC
INCREASED
Shares64,406 from 58,364
Change+6,042 (+10%)
Value$14.7M (+$3.0M)
Filed 2026-10-28
Arista Wealth Management, LLC
INCREASED
Shares64,227 from 64,145
Change+82 (+0%)
Value$14.7M (+$1.8M)
Filed 2026-10-29
Nkcfo LLC
UNCHANGED
Shares64,150 from 64,150
Change0 (0%)
Value$14.7K (-$12.8M)
Filed 2026-11-04
Ring Mountain Capital, LLC
INCREASED
Shares64,078 from 62,029
Change+2,049 (+3%)
Value$14.6M (+$2.2M)
Filed 2026-10-13
Princeton Global Asset Management LLC
INCREASED
Shares63,795 from 62,315
Change+1,480 (+2%)
Value$14.6M (+$2.1M)
Filed 2026-10-21
Forum Financial Management, LP
DECREASED
Shares63,794 from 69,037
Change-5,243 (-8%)
Value$14.6M (+$755.6K)
Filed 2026-10-16
Emerald Advisers, LLC
INCREASED
Shares63,758 from 57,148
Change+6,610 (+12%)
Value$14.6M (+$3.1M)
Filed 2026-11-09
Prosperitas Financial LLC
INCREASED
Shares63,582 from 60,433
Change+3,149 (+5%)
Value$14.5M (+$2.4M)
Filed 2026-10-28
AlTi Global, Inc.
DECREASED
Shares63,557 from 116,940
Change-53,383 (-46%)
Value$14.5M (-$8.9M)
Filed 2026-11-09
Waldron Private Wealth LLC
INCREASED
Shares63,509 from 63,504
Change+5 (+0%)
Value$14.5M (+$1.8M)
Filed 2026-11-02
Goodman Advisory Group, LLC
DECREASED
Shares63,415 from 86,923
Change-23,508 (-27%)
Value$14.5M (-$2.9M)
Filed 2026-11-02
Sage Private Wealth Group, LLC
INCREASED
Shares63,249 from 52,334
Change+10,915 (+21%)
Value$14.4M (+$4.0M)
Filed 2026-10-21
Paragon Private Wealth Management, LLC
DECREASED
Shares63,158 from 89,548
Change-26,390 (-29%)
Value$14.4M (-$3.5M)
Filed 2026-10-20
Schmidt P J Investment Management Inc
DECREASED
Shares63,111 from 63,823
Change-712 (-1%)
Value$14.4M (+$1.6M)
Filed 2026-11-02
StoneCrest Wealth Management, Inc.
DECREASED
Shares62,953 from 64,534
Change-1,581 (-2%)
Value$14.4M (+$1.5M)
Filed 2026-11-03
Eurizon SLJ Capital Ltd
INCREASED
Shares62,868 from 62,174
Change+694 (+1%)
Value$14.4M (+$1.9M)
Filed 2026-11-06
Cottage Street Advisors LLC
DECREASED
Shares62,805 from 64,468
Change-1,663 (-3%)
Value$14.3M (+$1.5M)
Filed 2026-10-19
Pines Wealth Management, LLC
DECREASED
Shares62,758 from 63,119
Change-361 (-1%)
Value$14.3M (+$1.7M)
Filed 2026-10-21
Vann Equity Management LLC
DECREASED
Shares62,702 from 62,792
Change-90 (0%)
Value$14.3M (+$1.8M)
Filed 2026-10-08
Altman Advisors, Inc.
INCREASED
Shares62,677 from 62,387
Change+290 (+0%)
Value$14.3M (+$1.8M)
Filed 2026-11-05
Wealth Alliance Advisory Group, LLC
INCREASED
Shares62,646 from 61,190
Change+1,456 (+2%)
Value$14.3M (+$2.1M)
Filed 2026-10-14
Marks Group Wealth Management, Inc
DECREASED
Shares62,603 from 65,083
Change-2,480 (-4%)
Value$14.3M (+$1.3M)
Filed 2026-11-05
Park Capital Management, LLC / WI
INCREASED
Shares62,282 from 59,995
Change+2,287 (+4%)
Value$14.2M (+$2.2M)
Filed 2026-10-13
Bouvel Investment Partners, LLC
DECREASED
Shares62,277 from 63,279
Change-1,002 (-2%)
Value$14.2M (+$1.6M)
Filed 2026-10-13
Prospect Hill Management, LLC
INCREASED
Shares62,091 from 61,843
Change+248 (+0%)
Value$14.2M (+$1.8M)
Filed 2026-11-09
Hoxton Planning & Management, LLC
DECREASED
Shares61,936 from 62,848
Change-912 (-1%)
Value$14.1M (+$1.6M)
Filed 2026-10-15
Chickasaw Capital Management LLC
DECREASED
Shares61,888 from 64,168
Change-2,280 (-4%)
Value$14.1M (+$14.1M)
Filed 2026-10-08
Investment Research & Advisory Group, Inc.
DECREASED
Shares61,646 from 62,715
Change-1,069 (-2%)
Value$14.5M (+$1.6M)
Filed 2026-10-19
Canandaigua National Bank & Trust Co
INCREASED
Shares61,630 from 59,177
Change+2,453 (+4%)
Value$14.1M (+$2.2M)
Filed 2026-10-07
Chapin Davis, Inc.
INCREASED
Shares61,409 from 60,481
Change+928 (+2%)
Value$14.0M (+$1.9M)
Filed 2026-10-09
Howard Financial Services, Ltd.
INCREASED
Shares61,374 from 59,383
Change+1,991 (+3%)
Value$14.0M (+$2.1M)
Filed 2026-10-15
Oakwell Private Wealth Management, LLC
INCREASED
Shares61,342 from 60,213
Change+1,129 (+2%)
Value$14.0M (+$2.0M)
Filed 2026-11-06
Triton Wealth Management, Pllc
INCREASED
Shares61,085 from 58,058
Change+3,027 (+5%)
Value$12.7M (+$882.7K)
Filed 2026-11-04
Eagle Bluffs Wealth Management LLC
DECREASED
Shares61,075 from 61,199
Change-124 (0%)
Value$14.0M (+$1.7M)
Filed 2026-10-20
Bullock Wealth Management Group
INCREASED
Shares60,995 from 60,824
Change+171 (+0%)
Value$14.1M (+$2.1M)
Filed 2026-10-09
Eastover Investment Advisors LLC
DECREASED
Shares60,943 from 62,667
Change-1,724 (-3%)
Value$13.9M (+$1.4M)
Filed 2026-10-05
Nadler Financial Group, Inc.
INCREASED
Shares60,894 from 60,478
Change+416 (+1%)
Value$13.9M (+$1.8M)
Filed 2026-10-23
Souders Financial Advisors
INCREASED
Shares60,738 from 56,763
Change+3,975 (+7%)
Value$13.9M (+$2.5M)
Filed 2026-11-03
Simon Quick Advisors, LLC
INCREASED
Shares60,706 from 35,638
Change+25,068 (+70%)
Value$13.9M (+$6.7M)
Filed 2026-10-26
GFS Advisors, LLC
DECREASED
Shares60,676 from 61,494
Change-818 (-1%)
Value$13.9M (+$13.9M)
Filed 2026-11-03
Aviance Capital Partners, LLC
DECREASED
Shares60,669 from 61,104
Change-435 (-1%)
Value$13.9M (+$1.6M)
Filed 2026-10-29
Jacksonville Wealth Management, LLC
DECREASED
Shares60,663 from 61,785
Change-1,122 (-2%)
Value$13.9M (+$1.5M)
Filed 2026-10-30
Tempus Wealth Planning, LLC
INCREASED
Shares60,528 from 59,143
Change+1,385 (+2%)
Value$13.8M (+$2.0M)
Filed 2026-10-14
PW Nova Financial Services LLC
DECREASED
Shares60,477 from 67,462
Change-6,985 (-10%)
Value$13.8M (+$313.3K)
Filed 2026-10-15
River Street Advisors LLC
INCREASED
Shares60,445 from 58,879
Change+1,566 (+3%)
Value$13.8M (+$2.0M)
Filed 2026-10-22
Almanack Investment Partners, Llc.
INCREASED
Shares60,401 from 54,544
Change+5,857 (+11%)
Value$13.8M (+$2.9M)
Filed 2026-11-03
Hourglass Capital, LLC
DECREASED
Shares60,240 from 63,631
Change-3,391 (-5%)
Value$13.8M (+$1.0M)
Filed 2026-10-26
Summit Asset Management, LLC
INCREASED
Shares60,053 from 59,427
Change+626 (+1%)
Value$13.7M (+$1.8M)
Filed 2026-11-05
Arrow Capital Pty Ltd
INCREASED
Shares60,000 from 42,500
Change+17,500 (+41%)
Value$13.7M (+$5.2M)
Filed 2026-11-06
Greg Jennings, LLC
NEW
Shares59,961
Change+59,961
Value$13.7M
Filed 2026-10-19
Legacy Wealth Management, LLC / MS
DECREASED
Shares59,942 from 359,695
Change-299,753 (-83%)
Value$13.7M (-$58.3M)
Filed 2026-10-30
SP Asset Management LLC
DECREASED
Shares59,868 from 63,979
Change-4,111 (-6%)
Value$13.7M (+$871.0K)
Filed 2026-11-05
Romano Brothers and Company
INCREASED
Shares59,774 from 57,586
Change+2,188 (+4%)
Value$13.7M (+$2.1M)
Filed 2026-10-22
Richardson Capital Management LLC
INCREASED
Shares59,743 from 59,622
Change+121 (+0%)
Value$13.6M (+$1.7M)
Filed 2026-10-23
Legacy Bridge, LLC
INCREASED
Shares59,739 from 58,994
Change+745 (+1%)
Value$13.6M (+$1.8M)
Filed 2026-10-28
Fairscale Capital, LLC
INCREASED
Shares59,699 from 59,224
Change+475 (+1%)
Value$12.2M (+$366.7K)
Filed 2026-11-04
Blume Capital Management, Inc.
INCREASED
Shares59,654 from 50,425
Change+9,229 (+18%)
Value$13.6M (+$3.5M)
Filed 2026-10-26
Convergence Financial, LLC
DECREASED
Shares59,641 from 112,689
Change-53,048 (-47%)
Value$13.6M (-$8.9M)
Filed 2026-10-27
CGN Advisors LLC
DECREASED
Shares59,598 from 62,272
Change-2,674 (-4%)
Value$13.6M (+$1.2M)
Filed 2026-10-21
Kane Investment Management, Inc.
DECREASED
Shares59,505 from 361,206
Change-301,701 (-84%)
Value$13.6M (-$58.7M)
Filed 2026-11-09
Beaton Management Co. Inc.
UNCHANGED
Shares59,436 from 59,436
Change0 (0%)
Value$13.6K (-$11.9M)
Filed 2026-11-09
SYM Financial Corp
INCREASED
Shares59,379 from 56,493
Change+2,886 (+5%)
Value$13.6M (+$2.3M)
Filed 2026-10-26
MW Advisory, LLC
INCREASED
Shares59,361 from 53,946
Change+5,415 (+10%)
Value$13.6M (+$2.8M)
Filed 2026-10-19
Triasima Portfolio Management inc.
INCREASED
Shares59,171 from 51,649
Change+7,522 (+15%)
Value$13.5M (+$3.2M)
Filed 2026-10-15
Element Pointe Advisors, LLC
INCREASED
Shares58,770 from 58,581
Change+189 (+0%)
Value$13.4M (+$1.7M)
Filed 2026-10-21
WealthPLAN Partners, LLC
INCREASED
Shares58,674 from 53,377
Change+5,297 (+10%)
Value$13.4M (+$2.7M)
Filed 2026-10-15
One Day In July LLC
INCREASED
Shares58,583 from 35,738
Change+22,845 (+64%)
Value$13.4M (+$6.2M)
Filed 2026-10-30
Verde Capital Management
INCREASED
Shares58,510 from 58,279
Change+231 (+0%)
Value$13.4M (+$1.7M)
Filed 2026-10-28
West Michigan Advisors, LLC
DECREASED
Shares58,446 from 62,075
Change-3,629 (-6%)
Value$13.4M (+$941.9K)
Filed 2026-11-09
Mountain Hill Investment Partners Corp.
DECREASED
Shares58,301 from 58,760
Change-459 (-1%)
Value$13.3M (+$1.6M)
Filed 2026-10-23
Cane Capital Partners, LLC
INCREASED
Shares58,236 from 57,151
Change+1,085 (+2%)
Value$13.3M (+$1.9M)
Filed 2026-10-23
Canopy Partners, LLC
INCREASED
Shares58,152 from 55,980
Change+2,172 (+4%)
Value$13.3M (+$2.1M)
Filed 2026-10-28
Amarillo National Bank
UNCHANGED
Shares58,060 from 58,060
Change0 (0%)
Value$13.3M (+$1.6M)
Filed 2026-10-23
Investment Research Partners LLC
INCREASED
Shares57,789 from 57,526
Change+263 (+0%)
Value$13.2M (+$1.7M)
Filed 2026-10-19
Blossom Wealth Management
DECREASED
Shares57,787 from 57,967
Change-180 (0%)
Value$13.2M (+$1.6M)
Filed 2026-11-03
Eagle Wealth Advisors LLC
DECREASED
Shares57,770 from 61,628
Change-3,858 (-6%)
Value$13.2M (+$876.7K)
Filed 2026-10-20
Joseph P. Lucia & Associates, LLC
INCREASED
Shares57,671 from 55,049
Change+2,622 (+5%)
Value$13.2M (+$2.2M)
Filed 2026-10-30
Magnus Financial Group LLC
INCREASED
Shares57,508 from 52,702
Change+4,806 (+9%)
Value$13.1M (+$2.6M)
Filed 2026-10-21
WealthBridge Capital Management, LLC
INCREASED
Shares57,391 from 56,812
Change+579 (+1%)
Value$13.1M (+$1.7M)
Filed 2026-10-16
NTV Asset Management LLC
INCREASED
Shares57,313 from 56,784
Change+529 (+1%)
Value$13.1M (+$1.7M)
Filed 2026-10-23
Northwest Wealth Management, LLC
DECREASED
Shares57,209 from 57,688
Change-479 (-1%)
Value$13.1M (+$1.5M)
Filed 2026-10-30
Waterway Wealth Management, LLC
INCREASED
Shares57,150 from 57,020
Change+130 (+0%)
Value$13.1M (+$1.6M)
Filed 2026-10-28
Hazlett, Burt & Watson, Inc.
DECREASED
Shares57,033 from 57,641
Change-608 (-1%)
Value$13.0K (-$10.7M)
Filed 2026-11-04
Hixon Zuercher, LLC
DECREASED
Shares56,964 from 57,102
Change-138 (0%)
Value$13.0M (+$1.6M)
Filed 2026-10-13
Nikulski Financial, Inc.
DECREASED
Shares56,929 from 58,632
Change-1,703 (-3%)
Value$13.0M (+$1.3M)
Filed 2026-11-06
Boltwood Capital Management
INCREASED
Shares56,742 from 55,677
Change+1,065 (+2%)
Value$13.0M (+$1.8M)
Filed 2026-10-02
Marvin & Palmer Associates Inc
INCREASED
Shares56,557 from 55,647
Change+910 (+2%)
Value$12.9M (+$1.8M)
Filed 2026-11-09
Financial Enhancement Group LLC
INCREASED
Shares56,547 from 56,506
Change+41 (+0%)
Value$13.4M (+$2.1M)
Filed 2026-10-08
Guardian Asset Advisors, LLC
INCREASED
Shares56,451 from 56,448
Change+3 (+0%)
Value$12.9M (+$1.6M)
Filed 2026-10-16
ROI Financial Advisors, LLC
DECREASED
Shares56,421 from 58,432
Change-2,011 (-3%)
Value$12.9M (+$1.2M)
Filed 2026-10-19
One Advisory Partners, LLC
DECREASED
Shares56,380 from 57,278
Change-898 (-2%)
Value$12.9M (+$1.4M)
Filed 2026-10-22
Cercano Management LLC
DECREASED
Shares56,320 from 87,813
Change-31,493 (-36%)
Value$12.9M (-$4.7M)
Filed 2026-11-10
Rainier Family Wealth Inc
INCREASED
Shares56,143 from 51,733
Change+4,410 (+9%)
Value$12.8M (+$2.5M)
Filed 2026-11-02
Golden Reserve Retirement LLC
INCREASED
Shares56,142 from 39,665
Change+16,477 (+42%)
Value$12.8M (+$4.9M)
Filed 2026-11-02
Farmers & Merchants Trust Co of Long Beach
INCREASED
Shares56,120 from 55,736
Change+384 (+1%)
Value$12.8M (+$1.7M)
Filed 2026-10-22
Granite Islands Private Wealth, LLC
INCREASED
Shares55,994 from 52,205
Change+3,789 (+7%)
Value$12.7M (+$2.3M)
Filed 2026-10-16
Gratus Wealth Advisors, LLC
DECREASED
Shares55,966 from 56,898
Change-932 (-2%)
Value$12.8M (+$1.4M)
Filed 2026-10-26
Bradley & Co. Private Wealth Management, LLC
DECREASED
Shares55,942 from 61,618
Change-5,676 (-9%)
Value$12.8M (+$460.9K)
Filed 2026-10-23
Wealth Analytics Partners, LLC
DECREASED
Shares55,906 from 57,975
Change-2,069 (-4%)
Value$12.8M (+$488.8K)
Filed 2026-10-19
Atlantic Edge Private Wealth Management, LLC
INCREASED
Shares55,901 from 47,340
Change+8,561 (+18%)
Value$12.8M (+$3.3M)
Filed 2026-10-20
VUB Generali dochodkova spravcovska spolocnost, a.s.
INCREASED
Shares55,892 from 54,914
Change+978 (+2%)
Value$12.8M (+$1.8M)
Filed 2026-10-26
Hardy Reed LLC
INCREASED
Shares55,885 from 54,000
Change+1,885 (+3%)
Value$12.8M (+$2.0M)
Filed 2026-11-06
Lebenthal Global Advisors, LLC
INCREASED
Shares55,756 from 53,307
Change+2,449 (+5%)
Value$12.7M (+$2.1M)
Filed 2026-10-28
Newman Dignan & Sheerar, Inc.
DECREASED
Shares55,633 from 56,085
Change-452 (-1%)
Value$12.7M (+$1.5M)
Filed 2026-10-21
CapWealth Advisors, LLC
DECREASED
Shares55,593 from 65,266
Change-9,673 (-15%)
Value$12.7M (-$362.7K)
Filed 2026-10-05
HBW Advisory Services LLC
DECREASED
Shares55,569 from 56,976
Change-1,407 (-2%)
Value$12.7M (+$1.3M)
Filed 2026-10-15
Ahara Advisors LLC
INCREASED
Shares55,563 from 43,464
Change+12,099 (+28%)
Value$12.7M (+$4.0M)
Filed 2026-10-29
Citizens National Bank Trust Department
INCREASED
Shares55,483 from 54,983
Change+500 (+1%)
Value$12.7M (+$1.7M)
Filed 2026-11-04
Carderock Capital Management Inc
DECREASED
Shares55,347 from 56,544
Change-1,197 (-2%)
Value$12.6M (+$1.3M)
Filed 2026-10-22
Clark Asset Management, LLC
INCREASED
Shares55,284 from 42,313
Change+12,971 (+31%)
Value$12.6M (+$4.2M)
Filed 2026-10-19
Clarity Wealth Advisors, LLC
DECREASED
Shares55,177 from 57,903
Change-2,726 (-5%)
Value$12.6M (+$1.0M)
Filed 2026-10-21
Legacy Financial Strategies, LLC
INCREASED
Shares55,037 from 54,201
Change+836 (+2%)
Value$12.6M (+$1.7M)
Filed 2026-10-15
Tower View Wealth Management LLC
INCREASED
Shares54,575 from 51,919
Change+2,656 (+5%)
Value$12.5M (+$2.1M)
Filed 2026-10-23
Bernicke Wealth Management, Ltd.
DECREASED
Shares54,394 from 54,769
Change-375 (-1%)
Value$12.4M (+$1.5M)
Filed 2026-11-06
Creative Financial Designs Inc
DECREASED
Shares54,358 from 55,974
Change-1,616 (-3%)
Value$12.4M (+$1.2M)
Filed 2026-11-04
JGP Wealth Management, LLC
DECREASED
Shares54,349 from 55,896
Change-1,547 (-3%)
Value$12.4M (+$1.2M)
Filed 2026-10-13
Floyd Financial Group LLC
INCREASED
Shares54,321 from 53,621
Change+700 (+1%)
Value$12.4M (+$1.1M)
Filed 2026-10-28
Patten & Patten Inc
INCREASED
Shares54,312 from 42,433
Change+11,879 (+28%)
Value$12.4M (+$3.9M)
Filed 2026-10-26
TCI Wealth Advisors, Inc.
INCREASED
Shares54,196 from 46,327
Change+7,869 (+17%)
Value$12.4M (+$3.1M)
Filed 2026-10-30
Ranch Capital Advisors Inc.
INCREASED
Shares54,146 from 52,929
Change+1,217 (+2%)
Value$12.4M (+$1.8M)
Filed 2026-11-09
Robbins Farley
DECREASED
Shares54,104 from 54,783
Change-679 (-1%)
Value$12.4M (+$1.4M)
Filed 2026-10-21
Physician Wealth Advisors, Inc.
INCREASED
Shares54,054 from 51,940
Change+2,114 (+4%)
Value$12.3M (+$2.0M)
Filed 2026-10-20
National Wealth Management Group, LLC
INCREASED
Shares54,046 from 52,551
Change+1,495 (+3%)
Value$12.3M (+$1.8M)
Filed 2026-10-26
Imc-Chicago, LLC
NEW
Shares53,966
Change+53,966
Value$12.3M
Filed 2026-11-05
Uniting Wealth Partners, LLC
INCREASED
Shares53,824 from 51,228
Change+2,596 (+5%)
Value$12.3M (+$2.1M)
Filed 2026-11-06
Avaii Wealth Management, LLC
DECREASED
Shares53,778 from 54,664
Change-886 (-2%)
Value$12.6M (+$1.6M)
Filed 2026-10-09
Blue Square Asset Management, LLC
DECREASED
Shares53,718 from 56,103
Change-2,385 (-4%)
Value$12.3M (+$1.0M)
Filed 2026-11-02
Quattro Financial Advisors LLC
INCREASED
Shares53,686 from 37,305
Change+16,381 (+44%)
Value$12.3M (+$4.8M)
Filed 2026-10-15
TTP Investments, Inc.
DECREASED
Shares53,640 from 57,397
Change-3,757 (-7%)
Value$12.3M (+$765.7K)
Filed 2026-10-30
Range Financial Group LLC
INCREASED
Shares53,628 from 46,599
Change+7,029 (+15%)
Value$12.2M (+$2.9M)
Filed 2026-10-21
Kesler, Norman & Wride, LLC
INCREASED
Shares53,552 from 52,155
Change+1,397 (+3%)
Value$12.2M (+$1.8M)
Filed 2026-11-06
Nicholas Hoffman & Company, Llc.
INCREASED
Shares53,524 from 53,305
Change+219 (+0%)
Value$12.2M (+$1.6M)
Filed 2026-10-30
Able Financial Group, LLC
INCREASED
Shares53,365 from 49,676
Change+3,689 (+7%)
Value$12.2M (+$2.2M)
Filed 2026-10-14
Enclave Advisors LLC
DECREASED
Shares53,365 from 55,632
Change-2,267 (-4%)
Value$12.2M (+$1.1M)
Filed 2026-10-14
Heritage Trust Co
DECREASED
Shares53,299 from 54,334
Change-1,035 (-2%)
Value$12.2M (+$1.3M)
Filed 2026-11-09
Brown University
UNCHANGED
Shares53,000 from 53,000
Change0 (0%)
Value$12.1M (+$1.5M)
Filed 2026-11-05
Nightview Capital, LLC
UNCHANGED
Shares52,919 from 52,919
Change0 (0%)
Value$12.1M (+$1.5M)
Filed 2026-10-20
Dilation Capital Management LP
INCREASED
Shares52,489 from 29,519
Change+22,970 (+78%)
Value$12.0M (+$6.1M)
Filed 2026-10-13
Contravisory Investment Management, Inc.
DECREASED
Shares52,434 from 52,559
Change-125 (0%)
Value$12.0M (+$1.5M)
Filed 2026-10-13
UG Investment Advisers Ltd.
DECREASED
Shares52,354 from 75,411
Change-23,057 (-31%)
Value$12.0M (-$3.1M)
Filed 2026-11-06
RWQ Financial Management Services, Inc.
DECREASED
Shares52,235 from 71,101
Change-18,866 (-27%)
Value$11.9M (-$2.3M)
Filed 2026-10-19
SJS Investment Consulting Inc.
INCREASED
Shares52,120 from 49,169
Change+2,951 (+6%)
Value$11.9M (+$2.1M)
Filed 2026-10-26
Inspire Trust Co, N.A.
INCREASED
Shares52,065 from 1,065
Change+51,000 (+4789%)
Value$11.9M (+$11.7M)
Filed 2026-11-05
May Hill Capital, LLC
INCREASED
Shares51,601 from 47,192
Change+4,409 (+9%)
Value$11.8M (+$2.3M)
Filed 2026-11-03
QTR Family Wealth, LLC
DECREASED
Shares51,501 from 55,165
Change-3,664 (-7%)
Value$11.8M (+$723.8K)
Filed 2026-11-02
Mitchell Sinkler & Starr
DECREASED
Shares51,493 from 54,352
Change-2,859 (-5%)
Value$11.8M (+$884.7K)
Filed 2026-10-13
Vanguard Capital Wealth Advisors
DECREASED
Shares51,492 from 52,163
Change-671 (-1%)
Value$11.8M (+$1.3M)
Filed 2026-10-16
Flagship Wealth Advisors, LLC
INCREASED
Shares51,469 from 50,474
Change+995 (+2%)
Value$11.8M (+$1.7M)
Filed 2026-11-03
Ulland Investment Advisors, LLC
DECREASED
Shares51,423 from 51,859
Change-436 (-1%)
Value$11.7K (+$1.4K)
Filed 2026-10-13
Demars Financial Group, LLC
INCREASED
Shares51,367 from 50,999
Change+368 (+1%)
Value$11.7M (+$1.5M)
Filed 2026-10-22
Financial Partners Group, Inc
INCREASED
Shares51,268 from 51,228
Change+40 (+0%)
Value$11.7M (+$1.5M)
Filed 2026-10-19
Compass Wealth Management, LLC
INCREASED
Shares51,211 from 50,886
Change+325 (+1%)
Value$11.7M (+$1.5M)
Filed 2026-10-30
CFS Investment Advisory Services, LLC
INCREASED
Shares51,018 from 50,591
Change+427 (+1%)
Value$12.2M (+$2.3M)
Filed 2026-10-19
Knuff & Co LLC
INCREASED
Shares51,013 from 49,535
Change+1,478 (+3%)
Value$11.7M (+$1.7M)
Filed 2026-11-06
Constitution Capital LLC
INCREASED
Shares50,995 from 43,675
Change+7,320 (+17%)
Value$11.6M (+$2.9M)
Filed 2026-10-23
First Community Trust NA
INCREASED
Shares50,923 from 49,250
Change+1,673 (+3%)
Value$11.6M (+$1.8M)
Filed 2026-10-07
GFG Capital, LLC
INCREASED
Shares50,863 from 50,747
Change+116 (+0%)
Value$11.6M (+$1.5M)
Filed 2026-10-16
Collaborative Fund Advisors, LLC
INCREASED
Shares50,847 from 39,647
Change+11,200 (+28%)
Value$11.6M (+$3.7M)
Filed 2026-11-02
Acropolis Investment Management, LLC
INCREASED
Shares50,537 from 49,115
Change+1,422 (+3%)
Value$11.5M (+$1.7M)
Filed 2026-10-08
Integrity Advisory Solutions, LLC
INCREASED
Shares50,515 from 37,239
Change+13,276 (+36%)
Value$11.5M (+$4.1M)
Filed 2026-10-29
Financial Management Network Inc
DECREASED
Shares50,515 from 53,581
Change-3,066 (-6%)
Value$11.8M (+$951.2K)
Filed 2026-10-09
Sterling Investment Counsel, LLC
INCREASED
Shares50,515 from 48,228
Change+2,287 (+5%)
Value$11.5M (+$1.9M)
Filed 2026-10-19
Financial Security Advisor, Inc.
DECREASED
Shares50,464 from 51,551
Change-1,087 (-2%)
Value$11.5M (+$1.2M)
Filed 2026-11-03
Valicenti Advisory Services Inc
INCREASED
Shares50,331 from 48,496
Change+1,835 (+4%)
Value$11.5K (+$1.8K)
Filed 2026-10-23
Asset Advisors Investment Management, LLC
INCREASED
Shares50,317 from 50,236
Change+81 (+0%)
Value$11.5M (+$1.4M)
Filed 2026-10-19
Graphene Investments SAS
INCREASED
Shares50,300 from 46,900
Change+3,400 (+7%)
Value$11.5M (+$2.1M)
Filed 2026-10-22
Valley National Advisers Inc
INCREASED
Shares50,141 from 40,389
Change+9,752 (+24%)
Value$11.5M (+$3.4M)
Filed 2026-10-23
Viewpoint Capital Management LLC
DECREASED
Shares50,076 from 50,709
Change-633 (-1%)
Value$11.4M (+$1.3M)
Filed 2026-10-27
Andrew Hill Investment Advisors, Inc.
INCREASED
Shares50,068 from 28,948
Change+21,120 (+73%)
Value$11.4M (+$5.6M)
Filed 2026-10-22
Wall Street Financial Group, Inc.
INCREASED
Shares50,059 from 48,008
Change+2,051 (+4%)
Value$11.4M (+$1.8M)
Filed 2026-11-09
Wealth Dimensions Group, Ltd.
INCREASED
Shares49,926 from 49,634
Change+292 (+1%)
Value$11.4M (+$1.5M)
Filed 2026-11-02
Miramontes Capital, LLC
INCREASED
Shares49,888 from 49,312
Change+576 (+1%)
Value$11.4M (+$1.5M)
Filed 2026-10-19
Wormser Freres Gestion
INCREASED
Shares49,867 from 36,777
Change+13,090 (+36%)
Value$11.4M (+$4.2M)
Filed 2026-10-21
Westside Investment Management, Inc.
INCREASED
Shares49,850 from 47,675
Change+2,175 (+5%)
Value$11.6M (+$2.0M)
Filed 2026-11-02
MFA Wealth Advisors, LLC
INCREASED
Shares49,829 from 49,750
Change+79 (+0%)
Value$11.4M (+$1.4M)
Filed 2026-10-07
Cypress Wealth Services, LLC
INCREASED
Shares49,653 from 48,975
Change+678 (+1%)
Value$11.9M (+$2.1M)
Filed 2026-10-21
Whelan Financial
INCREASED
Shares49,647 from 43,999
Change+5,648 (+13%)
Value$11.3M (+$2.5M)
Filed 2026-10-28
CMH Wealth Management LLC
INCREASED
Shares49,591 from 46,153
Change+3,438 (+7%)
Value$11.3M (+$2.1M)
Filed 2026-10-22
Odyssey Capital Advisors, Inc.
DECREASED
Shares49,393 from 51,311
Change-1,918 (-4%)
Value$11.3M (+$1.0M)
Filed 2026-10-26
First County Bank
INCREASED
Shares49,216 from 44,721
Change+4,495 (+10%)
Value$11.2M (+$2.3M)
Filed 2026-10-13
Haven Capital Group, Inc.
INCREASED
Shares49,101 from 48,720
Change+381 (+1%)
Value$11.2M (+$1.5M)
Filed 2026-10-13
Jm2 Capital Inc.
DECREASED
Shares48,995 from 49,099
Change-104 (0%)
Value$11.2M (+$1.4M)
Filed 2026-10-14
Flynn Zito Capital Management, LLC
INCREASED
Shares48,966 from 48,805
Change+161 (+0%)
Value$11.2M (+$1.4M)
Filed 2026-11-04
Scholtz & Company, LLC
DECREASED
Shares48,956 from 50,089
Change-1,133 (-2%)
Value$11.2M (+$1.2M)
Filed 2026-11-09
Greenspring Advisors, LLC
INCREASED
Shares48,953 from 47,246
Change+1,707 (+4%)
Value$11.2M (+$1.7M)
Filed 2026-11-05
Vanderbilt University
INCREASED
Shares48,885 from 48,037
Change+848 (+2%)
Value$11.2M (+$1.6M)
Filed 2026-11-02
Kaizen Financial Strategies
DECREASED
Shares48,856 from 50,473
Change-1,617 (-3%)
Value$11.2M (+$1.2M)
Filed 2026-10-09
Jacobsen Capital Management
DECREASED
Shares48,776 from 49,251
Change-475 (-1%)
Value$11.1M (+$1.3M)
Filed 2026-10-27
Aspetuck Financial Management LLC
DECREASED
Shares48,700 from 105,807
Change-57,107 (-54%)
Value$11.1M (-$10.0M)
Filed 2026-11-04
Crown Wealth Group, LLC
DECREASED
Shares48,582 from 50,190
Change-1,608 (-3%)
Value$11.1M (+$1.1M)
Filed 2026-10-19
Richards, Merrill & Peterson, Inc.
INCREASED
Shares48,556 from 47,910
Change+646 (+1%)
Value$11.1M (+$1.5M)
Filed 2026-10-19
Auxano Advisors, LLC
INCREASED
Shares48,467 from 43,318
Change+5,149 (+12%)
Value$11.1M (+$2.4M)
Filed 2026-11-06
Essex LLC
INCREASED
Shares48,399 from 47,646
Change+753 (+2%)
Value$11.1M (+$1.5M)
Filed 2026-10-14
Tortuga Wealth Management, Inc
INCREASED
Shares48,316 from 45,168
Change+3,148 (+7%)
Value$11.0M (+$2.0M)
Filed 2026-10-27
Trinity Financial Advisors LLC
INCREASED
Shares48,186 from 45,274
Change+2,912 (+6%)
Value$11.0M (+$2.0M)
Filed 2026-10-09
Foster Group, Inc.
INCREASED
Shares47,819 from 45,032
Change+2,787 (+6%)
Value$10.9M (+$1.9M)
Filed 2026-10-13
Piar LLC
DECREASED
Shares47,777 from 50,517
Change-2,740 (-5%)
Value$10.9M (+$803.4K)
Filed 2026-10-21
GSG Advisors LLC
DECREASED
Shares47,678 from 47,898
Change-220 (0%)
Value$10.9M (+$1.3M)
Filed 2026-11-03
Northside Capital Management, LLC
INCREASED
Shares47,587 from 47,367
Change+220 (+0%)
Value$10.9M (+$1.4M)
Filed 2026-10-13
LexAurum Advisors, LLC
DECREASED
Shares47,572 from 48,362
Change-790 (-2%)
Value$10.9M (+$1.2M)
Filed 2026-10-19
Tobam
DECREASED
Shares47,426 from 65,531
Change-18,105 (-28%)
Value$10.8K (-$13.1M)
Filed 2026-11-03
Hall Laurie J Trustee
INCREASED
Shares47,405 from 46,760
Change+645 (+1%)
Value$10.8M (+$1.5M)
Filed 2026-10-06
Madrona Financial Services, LLC
INCREASED
Shares47,257 from 20,705
Change+26,552 (+128%)
Value$10.8M (+$6.6M)
Filed 2026-10-23
KPP Advisory Services LLC
DECREASED
Shares47,166 from 66,441
Change-19,275 (-29%)
Value$10.8M (-$2.5M)
Filed 2026-10-26
Certified Advisory Corp
DECREASED
Shares47,134 from 47,283
Change-149 (0%)
Value$10.8M (+$1.3M)
Filed 2026-10-29
McLean Asset Management Corp
DECREASED
Shares47,045 from 48,273
Change-1,228 (-3%)
Value$8.5M (-$1.1M)
Filed 2026-11-06
Cardiff Park Advisors, LLC
INCREASED
Shares46,939 from 46,429
Change+510 (+1%)
Value$10.7M (+$1.4M)
Filed 2026-11-09
Sun Group Wealth Partners
DECREASED
Shares46,876 from 47,298
Change-422 (-1%)
Value$10.7M (+$1.2M)
Filed 2026-10-26
Thrive Wealth Management, LLC
INCREASED
Shares46,762 from 42,342
Change+4,420 (+10%)
Value$10.7M (+$2.2M)
Filed 2026-10-13
Beam Wealth Advisors, Inc.
DECREASED
Shares46,677 from 48,193
Change-1,516 (-3%)
Value$10.7M (+$1.0M)
Filed 2026-11-03
WJ Wealth Management, LLC
DECREASED
Shares46,642 from 46,703
Change-61 (0%)
Value$10.7M (+$1.3M)
Filed 2026-11-03
Whalen Wealth Management Inc.
INCREASED
Shares46,638 from 43,047
Change+3,591 (+8%)
Value$10.7M (+$2.0M)
Filed 2026-10-08
Chesapeake Wealth Management
DECREASED
Shares46,500 from 48,650
Change-2,150 (-4%)
Value$10.6M (+$885.3K)
Filed 2026-11-09
Aire Advisors, LLC
INCREASED
Shares46,491 from 45,387
Change+1,104 (+2%)
Value$10.6M (+$1.5M)
Filed 2026-10-22
Evanson Financial, LLC
DECREASED
Shares46,245 from 47,019
Change-774 (-2%)
Value$10.6M (+$1.2M)
Filed 2026-10-23
Community Bank, N.A.
DECREASED
Shares46,225 from 46,942
Change-717 (-2%)
Value$10.6M (+$1.2M)
Filed 2026-11-06
XXI Wealth, LLC
INCREASED
Shares46,211 from 38,727
Change+7,484 (+19%)
Value$10.6M (+$2.8M)
Filed 2026-10-22
Markowski Investments
DECREASED
Shares46,139 from 52,829
Change-6,690 (-13%)
Value$10.5M (-$33.4K)
Filed 2026-10-30
Maia Wealth LLC
INCREASED
Shares46,126 from 40,356
Change+5,770 (+14%)
Value$10.5M (+$2.5M)
Filed 2026-10-19
Regency Capital Management Inc.\DE
INCREASED
Shares45,940 from 45,857
Change+83 (+0%)
Value$10.5M (+$1.3M)
Filed 2026-11-09
Financial Concepts Unlimited, Inc.
DECREASED
Shares45,926 from 45,956
Change-30 (0%)
Value$10.5M (+$1.3M)
Filed 2026-11-06
Clifford Swan Investment Counsel LLC
DECREASED
Shares45,922 from 62,142
Change-16,220 (-26%)
Value$10.5M (-$1.9M)
Filed 2026-11-05
High Note Wealth, LLC
INCREASED
Shares45,824 from 39,110
Change+6,714 (+17%)
Value$10.5M (+$2.6M)
Filed 2026-10-27
Investment Management Trust, LLC
INCREASED
Shares45,772 from 45,709
Change+63 (+0%)
Value$10.5M (+$1.3M)
Filed 2026-11-05
Jericho Financial, LLP
INCREASED
Shares45,398 from 45,104
Change+294 (+1%)
Value$10.4M (+$1.3M)
Filed 2026-10-13
Lederer & Associates Investment Counsel
DECREASED
Shares45,291 from 46,357
Change-1,066 (-2%)
Value$10.3K (+$1.1K)
Filed 2026-10-23
R2 Capital Strategies, LLC
INCREASED
Shares45,242 from 45,104
Change+138 (+0%)
Value$10.3M (+$1.3M)
Filed 2026-10-15
Norway Savings Bank
INCREASED
Shares45,154 from 45,033
Change+121 (+0%)
Value$10.3M (+$1.3M)
Filed 2026-10-20
Bosman Wealth Management, LLC
DECREASED
Shares45,132 from 47,617
Change-2,485 (-5%)
Value$10.3M (+$779.6K)
Filed 2026-10-28
Financial Perspectives, Inc
INCREASED
Shares45,109 from 44,608
Change+501 (+1%)
Value$10.3M (+$1.4M)
Filed 2026-11-03
Strategic Family Wealth Counselors, L.L.C.
DECREASED
Shares45,090 from 45,184
Change-94 (0%)
Value$10.3M (+$1.3M)
Filed 2026-10-29
Twin Peaks Capital Ltd
DECREASED
Shares45,080 from 65,080
Change-20,000 (-31%)
Value$10.3M (-$2.7M)
Filed 2026-11-03
Postrock Partners LLC
UNCHANGED
Shares45,026 from 45,026
Change0 (0%)
Value$10.3M (+$1.3M)
Filed 2026-11-02
RAM Investment Partners, LLC
DECREASED
Shares44,953 from 45,632
Change-679 (-1%)
Value$10.3M (+$1.1M)
Filed 2026-10-21
DB&C Advisors, LLC
DECREASED
Shares44,930 from 45,122
Change-192 (0%)
Value$10.3M (+$1.2M)
Filed 2026-10-26
Riversedge Advisors, LLC
INCREASED
Shares44,891 from 41,423
Change+3,468 (+8%)
Value$10.3M (+$2.0M)
Filed 2026-10-09
Retirement Planning Co of New England, Inc.
DECREASED
Shares44,742 from 47,091
Change-2,349 (-5%)
Value$10.2M (+$795.7K)
Filed 2026-10-15
Alchemi Wealth, LLC
DECREASED
Shares44,716 from 44,843
Change-127 (0%)
Value$10.2M (+$1.2M)
Filed 2026-11-04
Ted Buchan & Co
DECREASED
Shares44,712 from 46,882
Change-2,170 (-5%)
Value$10.2M (+$830.9K)
Filed 2026-10-23
Olistico Wealth, LLC
DECREASED
Shares44,708 from 44,753
Change-45 (0%)
Value$10.2M (+$1.3M)
Filed 2026-10-05
Traveka Wealth, LLC
INCREASED
Shares44,679 from 42,095
Change+2,584 (+6%)
Value$10.2M (+$1.8M)
Filed 2026-10-19
Quartz Partners, LLC
INCREASED
Shares44,615 from 41,175
Change+3,440 (+8%)
Value$10.2M (+$2.0M)
Filed 2026-11-03
Garner Asset Management Corp
DECREASED
Shares44,485 from 46,901
Change-2,416 (-5%)
Value$9.6M (+$224.4K)
Filed 2026-10-30
U S Wealth Group, Llc.
INCREASED
Shares44,420 from 44,331
Change+89 (+0%)
Value$10.1M (+$1.3M)
Filed 2026-11-09
Bright Financial Advisors, Inc.
INCREASED
Shares44,270 from 44,219
Change+51 (+0%)
Value$10.1M (+$1.3M)
Filed 2026-10-23
Boomfish Wealth Group, LLC
INCREASED
Shares44,243 from 42,642
Change+1,601 (+4%)
Value$10.1M (+$1.6M)
Filed 2026-10-22
Corps Capital Advisors, LLC
UNCHANGED
Shares44,053 from 44,053
Change0 (0%)
Value$10.1M (+$1.2M)
Filed 2026-11-05
Garde Capital, Inc.
DECREASED
Shares44,052 from 48,743
Change-4,691 (-10%)
Value$10.1M (+$307.7K)
Filed 2026-10-29
RBA Wealth Management, LLC
INCREASED
Shares43,949 from 29,234
Change+14,715 (+50%)
Value$10.0M (+$4.2M)
Filed 2026-10-28
Greystone Financial Group, LLC
INCREASED
Shares43,895 from 42,534
Change+1,361 (+3%)
Value$10.0M (+$1.5M)
Filed 2026-10-26
NBH Bank
DECREASED
Shares43,829 from 44,191
Change-362 (-1%)
Value$10.0M (+$1.2M)
Filed 2026-11-05
Greater Midwest Financial Group, LLC
INCREASED
Shares43,829 from 43,523
Change+306 (+1%)
Value$10.0M (+$1.3M)
Filed 2026-10-13
Altfest L J & Co Inc
DECREASED
Shares43,745 from 46,418
Change-2,673 (-6%)
Value$10.0M (+$702.8K)
Filed 2026-10-27
Woodard & Co Asset Management Group Inc
DECREASED
Shares43,715 from 44,654
Change-939 (-2%)
Value$10.0M (+$1.0M)
Filed 2026-11-03
Ameliora Wealth Management Ltd.
INCREASED
Shares43,642 from 43,464
Change+178 (+0%)
Value$10.0M (+$1.3M)
Filed 2026-10-23
Morey & Quinn Wealth Partners, LLC
INCREASED
Shares43,517 from 43,380
Change+137 (+0%)
Value$9.9M (+$1.3M)
Filed 2026-10-28
Vicus Capital
DECREASED
Shares43,417 from 44,964
Change-1,547 (-3%)
Value$9.9M (+$918.8K)
Filed 2026-11-05
AMG Asset Management Group, Inc.
DECREASED
Shares43,321 from 49,237
Change-5,916 (-12%)
Value$9.9M (+$41.8K)
Filed 2026-10-21
Blue Line Capital, LLC / IL
INCREASED
Shares43,290 from 29,035
Change+14,255 (+49%)
Value$9.9M (+$4.1M)
Filed 2026-11-04
Farmers & Merchants Trust Co of Chambersburg PA
DECREASED
Shares43,227 from 43,659
Change-432 (-1%)
Value$9.9K (-$8.7M)
Filed 2026-10-14
Harbour Capital Advisors, LLC
INCREASED
Shares43,199 from 43,029
Change+170 (+0%)
Value$9.9M (+$799.2K)
Filed 2026-10-13
Silphium Asset Management Ltd
UNCHANGED
Shares43,134 from 43,134
Change0 (0%)
Value$9.9M (+$1.2M)
Filed 2026-10-27
Hager Investment Management Services, LLC
DECREASED
Shares43,081 from 45,607
Change-2,526 (-6%)
Value$9.8M (+$713.4K)
Filed 2026-11-04
LifeSteps Financial, Inc.
DECREASED
Shares42,989 from 50,647
Change-7,658 (-15%)
Value$9.8M (-$316.1K)
Filed 2026-10-15
Sunburst Financial Group, LLC
DECREASED
Shares42,955 from 42,997
Change-42 (0%)
Value$9.8M (+$1.2M)
Filed 2026-10-09
DeDora Capital, Inc.
DECREASED
Shares42,866 from 45,833
Change-2,967 (-6%)
Value$9.8M (+$619.1K)
Filed 2026-10-26
Goldstein Advisors, LLC
INCREASED
Shares42,735 from 42,612
Change+123 (+0%)
Value$9.8M (+$1.2M)
Filed 2026-10-15
Capital Investment Counsel, LLC
DECREASED
Shares42,729 from 43,475
Change-746 (-2%)
Value$9.8M (+$1.1M)
Filed 2026-10-14
Affinity Capital Advisors, LLC
INCREASED
Shares42,728 from 24,770
Change+17,958 (+73%)
Value$9.8M (+$5.0M)
Filed 2026-10-13
Stonebridge Financial Group, LLC
INCREASED
Shares42,637 from 39,715
Change+2,922 (+7%)
Value$9.7M (+$1.8M)
Filed 2026-10-01
Aspire Private Capital, LLC
DECREASED
Shares42,604 from 47,022
Change-4,418 (-9%)
Value$9.7M (+$321.4K)
Filed 2026-11-05
Keeler Thomas Management LLC
DECREASED
Shares42,603 from 42,638
Change-35 (0%)
Value$9.7M (+$1.2M)
Filed 2026-10-29
Comprehensive Financial Planning, Inc.
INCREASED
Shares42,600 from 42,423
Change+177 (+0%)
Value$9.7M (+$1.2M)
Filed 2026-10-27
EdgeRock Capital LLC
INCREASED
Shares42,547 from 41,552
Change+995 (+2%)
Value$9.7M (+$1.4M)
Filed 2026-11-03
Enhancing Capital LLC
INCREASED
Shares42,532 from 42,452
Change+80 (+0%)
Value$9.7M (+$1.2M)
Filed 2026-10-26
Emissary Wealth LLC
INCREASED
Shares42,522 from 42,023
Change+499 (+1%)
Value$9.7M (+$1.3M)
Filed 2026-11-09
Linscomb Wealth, Inc.
INCREASED
Shares42,510 from 40,685
Change+1,825 (+4%)
Value$9.7M (+$1.6M)
Filed 2026-11-05
Winthrop Advisory Group LLC
INCREASED
Shares42,427 from 42,201
Change+226 (+1%)
Value$9.7M (+$1.3M)
Filed 2026-10-22
Vista Investment Partners II, LLC
DECREASED
Shares42,335 from 42,765
Change-430 (-1%)
Value$9.7M (+$1.1M)
Filed 2026-10-15
Lantz Financial LLC
DECREASED
Shares42,286 from 42,444
Change-158 (0%)
Value$9.7M (+$1.2M)
Filed 2026-10-15
Elevated Private Wealth, LLC
DECREASED
Shares42,229 from 44,811
Change-2,582 (-6%)
Value$9.6M (+$678.0K)
Filed 2026-10-15
Wiregrass Investment Management LLC
DECREASED
Shares42,205 from 44,397
Change-2,192 (-5%)
Value$9.6M (+$755.4K)
Filed 2026-11-05
Eley Financial Management, Inc
DECREASED
Shares42,167 from 42,660
Change-493 (-1%)
Value$9.6M (+$1.1M)
Filed 2026-11-03
Hengehold Capital Management LLC
INCREASED
Shares42,153 from 41,078
Change+1,075 (+3%)
Value$9.6M (+$1.4M)
Filed 2026-10-16
TSG Advice Partners, LLC
NEW
Shares42,148
Change+42,148
Value$8.4M
Filed 2026-10-29
Endowment Wealth Management, Inc.
INCREASED
Shares41,974 from 38,920
Change+3,054 (+8%)
Value$9.6M (+$1.8M)
Filed 2026-11-03
Integral Investment Advisors, Inc.
DECREASED
Shares41,798 from 42,113
Change-315 (-1%)
Value$9.5M (+$1.1M)
Filed 2026-11-03
Summit Place Financial Advisors, LLC
DECREASED
Shares41,793 from 45,704
Change-3,911 (-9%)
Value$9.5M (+$399.8K)
Filed 2026-10-23
E&G Advisors, LLC
INCREASED
Shares41,731 from 41,596
Change+135 (+0%)
Value$9.5M (+$1.2M)
Filed 2026-10-13
Element Squared LLC
INCREASED
Shares41,683 from 35,946
Change+5,737 (+16%)
Value$9.5M (+$2.3M)
Filed 2026-11-09
Jordan Park Group LLC
UNCHANGED
Shares41,679 from 41,679
Change0 (0%)
Value$9.5M (+$1.2M)
Filed 2026-11-06
Willner & Heller, LLC
DECREASED
Shares41,647 from 43,052
Change-1,405 (-3%)
Value$9.5M (+$897.0K)
Filed 2026-10-28
Mitsubishi UFJ Asset Management (UK) Ltd.
DECREASED
Shares41,500 from 50,000
Change-8,500 (-17%)
Value$9.5K (-$10.0M)
Filed 2026-10-22
Congress Park Capital LLC
DECREASED
Shares41,466 from 42,405
Change-939 (-2%)
Value$9.5M (+$985.2K)
Filed 2026-10-13
Tactive Advisors, LLC
DECREASED
Shares41,344 from 42,008
Change-664 (-2%)
Value$9.4M (+$1.0M)
Filed 2026-10-08
Gibraltar Capital Management, Inc.
INCREASED
Shares41,338 from 39,534
Change+1,804 (+5%)
Value$9.4M (+$1.5M)
Filed 2026-10-27
Old North State Wealth Management, LLC
INCREASED
Shares41,315 from 40,735
Change+580 (+1%)
Value$9.4M (+$1.3M)
Filed 2026-10-22
Impact Partnership Wealth, LLC
INCREASED
Shares41,297 from 35,045
Change+6,252 (+18%)
Value$9.4M (+$2.4M)
Filed 2026-11-09
SGL Investment Advisors, Inc.
INCREASED
Shares41,229 from 40,345
Change+884 (+2%)
Value$7.7M (-$1.1M)
Filed 2026-11-09
Legacy Capital Wealth Partners, LLC
DECREASED
Shares41,215 from 41,381
Change-166 (0%)
Value$9.4M (+$1.1M)
Filed 2026-10-21
Gallagher Capital Advisors, LLC
DECREASED
Shares41,194 from 41,316
Change-122 (0%)
Value$9.4M (+$1.1M)
Filed 2026-10-09
180 GPS Investments IC Ltd
DECREASED
Shares41,190 from 65,875
Change-24,685 (-37%)
Value$9.4M (-$3.8M)
Filed 2026-11-06
Guild Investment Management, Inc.
DECREASED
Shares41,185 from 41,251
Change-66 (0%)
Value$9.4M (+$1.2M)
Filed 2026-11-03
Asahi Life Asset Management Co., Ltd.
DECREASED
Shares41,171 from 45,848
Change-4,677 (-10%)
Value$9.4M (+$228.9K)
Filed 2026-11-06
Semus Wealth Partners LLC
DECREASED
Shares41,167 from 42,224
Change-1,057 (-2%)
Value$9.4M (+$953.1K)
Filed 2026-10-22
Peachtree Investment Partners, LLC
DECREASED
Shares41,138 from 42,264
Change-1,126 (-3%)
Value$9.4M (+$938.5K)
Filed 2026-11-05
Quantum Financial Advisors, LLC
INCREASED
Shares41,130 from 39,217
Change+1,913 (+5%)
Value$9.4M (+$1.5M)
Filed 2026-11-03
Mattern Wealth Management LLC
INCREASED
Shares41,110 from 39,059
Change+2,051 (+5%)
Value$9.4M (+$1.6M)
Filed 2026-11-04
Strive Financial Group,LLC
INCREASED
Shares41,063 from 31,879
Change+9,184 (+29%)
Value$9.4M (+$3.0M)
Filed 2026-11-09
Net Worth Advisory Group
INCREASED
Shares41,007 from 39,865
Change+1,142 (+3%)
Value$9.5M (+$1.5M)
Filed 2026-10-20
Warren Street Wealth Advisors, LLC
INCREASED
Shares40,980 from 40,179
Change+801 (+2%)
Value$9.4M (+$1.3M)
Filed 2026-11-04
BankPlus Trust Department
DECREASED
Shares40,954 from 41,627
Change-673 (-2%)
Value$9.4M (+$1.0M)
Filed 2026-11-06
Private Management Group Inc
INCREASED
Shares40,946 from 38,560
Change+2,386 (+6%)
Value$9.4M (+$1.6M)
Filed 2026-11-04
World Equity Group, Inc.
DECREASED
Shares40,851 from 63,153
Change-22,302 (-35%)
Value$9.4M (-$3.3M)
Filed 2026-10-14
Traphagen Investment Advisors LLC
INCREASED
Shares40,781 from 39,450
Change+1,331 (+3%)
Value$9.3M (+$1.4M)
Filed 2026-10-14
Ayrshire Capital Management LLC
INCREASED
Shares40,768 from 40,393
Change+375 (+1%)
Value$9.3M (+$1.2M)
Filed 2026-10-20
Potentia Wealth
DECREASED
Shares40,759 from 41,184
Change-425 (-1%)
Value$9.3M (+$1.1M)
Filed 2026-11-09
Brucke Financial, Inc.
INCREASED
Shares40,733 from 38,296
Change+2,437 (+6%)
Value$9.3M (+$1.6M)
Filed 2026-10-23
Everett Harris & Co
INCREASED
Shares40,729 from 39,513
Change+1,216 (+3%)
Value$9.3M (+$1.4M)
Filed 2026-10-28
Vista Capital Partners, Inc.
INCREASED
Shares40,717 from 33,656
Change+7,061 (+21%)
Value$9.3M (+$2.6M)
Filed 2026-11-06
BlueSky Wealth Advisors, LLC
INCREASED
Shares40,693 from 39,706
Change+987 (+2%)
Value$9.3M (+$1.3M)
Filed 2026-10-29
Sowa Financial Group, Inc.
DECREASED
Shares40,627 from 41,029
Change-402 (-1%)
Value$9.3K (-$8.2M)
Filed 2026-10-26
Marco Investment Management LLC
INCREASED
Shares40,620 from 40,200
Change+420 (+1%)
Value$9.3M (+$1.2M)
Filed 2026-11-09
Key Client Fiduciary Advisors, LLC
DECREASED
Shares40,604 from 40,784
Change-180 (0%)
Value$9.3M (+$1.1M)
Filed 2026-10-19
Eos Management, L.P.
UNCHANGED
Shares40,545 from 40,545
Change0 (0%)
Value$9.3M (+$1.1M)
Filed 2026-10-27
Eagle Rock Investment Company, LLC
NEW
Shares40,463
Change+40,463
Value$9.2M
Filed 2026-10-21
Blue Sky Capital Consultants Group, Inc.
DECREASED
Shares40,387 from 64,097
Change-23,710 (-37%)
Value$9.2M (-$3.6M)
Filed 2026-10-13
Rubicon Advisors, GP
INCREASED
Shares40,305 from 39,568
Change+737 (+2%)
Value$9.2M (+$1.3M)
Filed 2026-10-23
Stevens Capital Partners
INCREASED
Shares40,294 from 22,339
Change+17,955 (+80%)
Value$9.2M (+$4.7M)
Filed 2026-10-29
WoodTrust Financial Corp
INCREASED
Shares40,291 from 37,136
Change+3,155 (+9%)
Value$9.2K (-$7.4M)
Filed 2026-10-09
Kassira Wealth Management LLC
INCREASED
Shares40,267 from 40,062
Change+205 (+1%)
Value$9.2M (+$1.2M)
Filed 2026-10-28
Foguth Wealth Management, Llc.
DECREASED
Shares40,154 from 40,865
Change-711 (-2%)
Value$8.6M (+$291.3K)
Filed 2026-10-19
Doliver Advisors, LP
DECREASED
Shares40,144 from 40,266
Change-122 (0%)
Value$9.2M (+$1.1M)
Filed 2026-10-01
Fairvoy Private Wealth, LLC
INCREASED
Shares40,111 from 31,015
Change+9,096 (+29%)
Value$9.2M (+$3.0M)
Filed 2026-10-19
Diligent Investors, LLC
DECREASED
Shares40,052 from 40,422
Change-370 (-1%)
Value$9.1M (+$1.1M)
Filed 2026-10-21
Spartan Planning & Wealth Management
DECREASED
Shares40,027 from 48,552
Change-8,525 (-18%)
Value$9.1M (-$573.3K)
Filed 2026-10-13
Navalign, LLC
DECREASED
Shares39,988 from 43,160
Change-3,172 (-7%)
Value$9.1M (+$496.6K)
Filed 2026-11-09
Aspiriant, LLC
INCREASED
Shares39,802 from 36,069
Change+3,733 (+10%)
Value$9.1M (+$1.9M)
Filed 2026-10-16
Winthrop Capital Management, LLC
INCREASED
Shares39,802 from 39,646
Change+156 (+0%)
Value$9.1M (+$1.2M)
Filed 2026-11-05
RVW Wealth, LLC
DECREASED
Shares39,759 from 41,627
Change-1,868 (-4%)
Value$9.1M (+$751.0K)
Filed 2026-10-06
Ironwood Investment Counsel, LLC
INCREASED
Shares39,720 from 39,561
Change+159 (+0%)
Value$9.1M (+$1.2M)
Filed 2026-11-10
Grey Fox Wealth Advisors, LLC
INCREASED
Shares39,704 from 38,617
Change+1,087 (+3%)
Value$9.1M (+$1.4M)
Filed 2026-11-03
HMS Capital Management, LLC
DECREASED
Shares39,660 from 41,317
Change-1,657 (-4%)
Value$9.1M (+$790.4K)
Filed 2026-10-20
Sitrin Capital Management LLC
DECREASED
Shares39,509 from 51,629
Change-12,120 (-23%)
Value$9.0M (-$1.3M)
Filed 2026-10-19
Capital Advisors Wealth Management, LLC
INCREASED
Shares39,402 from 38,583
Change+819 (+2%)
Value$9.0M (+$1.3M)
Filed 2026-10-09
Tranquility Partners, LLC
DECREASED
Shares39,353 from 40,192
Change-839 (-2%)
Value$9.0M (+$945.4K)
Filed 2026-10-20
Enterprise Financial Services Corp
INCREASED
Shares39,329 from 38,862
Change+467 (+1%)
Value$9.0M (+$1.2M)
Filed 2026-11-03
55 North Private Wealth, LLC
INCREASED
Shares39,266 from 37,987
Change+1,279 (+3%)
Value$9.0M (+$1.4M)
Filed 2026-10-20
Todd Wealth Management, LLC
DECREASED
Shares39,079 from 39,379
Change-300 (-1%)
Value$8.9M (+$1.0M)
Filed 2026-10-19
Guinness Atkinson Asset Management Inc
INCREASED
Shares39,066 from 34,689
Change+4,377 (+13%)
Value$8.9M (+$2.0M)
Filed 2026-11-05
Elm3 Financial Group, LLC
DECREASED
Shares39,022 from 40,418
Change-1,396 (-3%)
Value$8.9M (+$824.6K)
Filed 2026-10-07
Legacy CG, LLC
DECREASED
Shares39,001 from 39,464
Change-463 (-1%)
Value$8.9M (+$1.0M)
Filed 2026-10-30
Raleigh Capital Management Inc.
INCREASED
Shares38,803 from 38,695
Change+108 (+0%)
Value$8.9M (+$1.1M)
Filed 2026-10-28
Delta Investment Management, LLC
INCREASED
Shares38,775 from 38,433
Change+342 (+1%)
Value$8.9M (+$1.2M)
Filed 2026-11-09
Rothwell Investment Advisors, LLC
NEW
Shares38,745
Change+38,745
Value$8.8M
Filed 2026-11-06
SkyOak Wealth, LLC
DECREASED
Shares38,668 from 39,918
Change-1,250 (-3%)
Value$8.8M (+$843.8K)
Filed 2026-10-28
Hamilton Point Investment Advisors, LLC
DECREASED
Shares38,650 from 38,697
Change-47 (0%)
Value$8.8M (+$1.1M)
Filed 2026-11-03
Centerpoint Advisory Group
INCREASED
Shares38,583 from 38,423
Change+160 (+0%)
Value$8.8M (+$1.1M)
Filed 2026-10-23
Fermata Advisors, LLC
DECREASED
Shares38,550 from 40,642
Change-2,092 (-5%)
Value$8.8M (+$672.0K)
Filed 2026-10-13
Canton Hathaway, LLC
UNCHANGED
Shares38,539 from 38,539
Change0 (0%)
Value$8.8M (+$1.1M)
Filed 2026-10-23
L. Roy Papp & Associates, LLP
DECREASED
Shares38,527 from 38,622
Change-95 (0%)
Value$8.8M (+$1.1M)
Filed 2026-10-21
Independent Investors Inc
INCREASED
Shares38,505 from 38,260
Change+245 (+1%)
Value$8.8M (+$1.1M)
Filed 2026-10-30
FengHe Fund Management Pte. Ltd.
INCREASED
Shares38,500 from 33,700
Change+4,800 (+14%)
Value$8.8M (+$2.0M)
Filed 2026-11-02
CKW Financial Group
DECREASED
Shares38,432 from 46,557
Change-8,125 (-17%)
Value$8.9K (-$327)
Filed 2026-10-29
Central Valley Advisors, LLC
DECREASED
Shares38,430 from 39,132
Change-702 (-2%)
Value$8.8M (+$946.6K)
Filed 2026-10-27
Advisory Solutions Group, LLC
INCREASED
Shares38,382 from 9,429
Change+28,953 (+307%)
Value$8.8M (+$6.9M)
Filed 2026-10-14
Mainstay Capital Management LLC
INCREASED
Shares38,325 from 37,909
Change+416 (+1%)
Value$8.8M (+$1.2M)
Filed 2026-11-09
Legacy Trust
INCREASED
Shares38,312 from 37,353
Change+959 (+3%)
Value$7.8M (+$366.2K)
Filed 2026-11-06
Trail Ridge Investment Advisors, LLC
DECREASED
Shares38,252 from 38,323
Change-71 (0%)
Value$8.7M (+$1.1M)
Filed 2026-10-16
Five Oceans Advisors
DECREASED
Shares38,186 from 40,594
Change-2,408 (-6%)
Value$8.7M (+$598.5K)
Filed 2026-10-22
Shepherd Street Advisors LLC
DECREASED
Shares38,154 from 38,912
Change-758 (-2%)
Value$8.7M (+$479.1K)
Filed 2026-10-21
Johnson & White Wealth Management, LLC
INCREASED
Shares38,124 from 38,110
Change+14 (+0%)
Value$8.7M (+$1.1M)
Filed 2026-11-03
Harold Davidson & Associates Inc.
DECREASED
Shares38,101 from 38,525
Change-424 (-1%)
Value$8.7M (+$993.1K)
Filed 2026-10-29
Benin Management Corp
DECREASED
Shares38,099 from 38,319
Change-220 (-1%)
Value$8.7M (+$1.0M)
Filed 2026-10-22
TKG Advisors, LLC
DECREASED
Shares38,096 from 38,293
Change-197 (-1%)
Value$8.7M (+$1.0M)
Filed 2026-11-02
Insight Wealth Strategies, LLC
INCREASED
Shares38,063 from 37,918
Change+145 (+0%)
Value$8.7M (+$1.2M)
Filed 2026-10-09
Francis Financial, Inc.
INCREASED
Shares38,024 from 35,686
Change+2,338 (+7%)
Value$8.7M (+$1.5M)
Filed 2026-11-09
Elmwood Wealth Management, Inc.
DECREASED
Shares38,015 from 38,530
Change-515 (-1%)
Value$8.7M (+$972.4K)
Filed 2026-10-14
Bluesphere Advisors LLC
INCREASED
Shares38,007 from 36,646
Change+1,361 (+4%)
Value$8.7M (+$1.3M)
Filed 2026-10-19
PKS Advisory Services, LLC
UNCHANGED
Shares37,972 from 37,972
Change0 (0%)
Value$7.6M ($0)
Filed 2026-10-26
Old Port Advisors
DECREASED
Shares37,952 from 38,566
Change-614 (-2%)
Value$8.7M (+$950.8K)
Filed 2026-10-23
Narus Financial Partners, LLC
DECREASED
Shares37,849 from 38,370
Change-521 (-1%)
Value$8.6M (+$966.5K)
Filed 2026-10-19
StrongBox Wealth, LLC
INCREASED
Shares37,824 from 35,593
Change+2,231 (+6%)
Value$8.6M (+$1.5M)
Filed 2026-11-02
Heritage Family Offices, LLP
INCREASED
Shares37,787 from 34,193
Change+3,594 (+11%)
Value$8.6M (+$1.8M)
Filed 2026-11-02
Thrive Capital Management, LLC
INCREASED
Shares37,710 from 34,515
Change+3,195 (+9%)
Value$8.6M (+$1.7M)
Filed 2026-10-28
Brady Martz Wealth Solutions, LLC
INCREASED
Shares37,705 from 35,458
Change+2,247 (+6%)
Value$8.6M (+$1.5M)
Filed 2026-11-05
Index Fund Advisors, Inc.
INCREASED
Shares37,612 from 37,051
Change+561 (+2%)
Value$8.6M (+$1.2M)
Filed 2026-11-05
Bank of New Hampshire
DECREASED
Shares37,562 from 39,084
Change-1,522 (-4%)
Value$8.6M (+$758.1K)
Filed 2026-10-06
Alliance Wealth Advisors, LLC
DECREASED
Shares37,543 from 39,195
Change-1,652 (-4%)
Value$8.6M (+$731.6K)
Filed 2026-10-28
Valley Wealth Managers, Inc.
INCREASED
Shares37,530 from 36,951
Change+579 (+2%)
Value$8.6M (+$1.2M)
Filed 2026-10-09
Northstar Asset Management Co
DECREASED
Shares37,385 from 38,685
Change-1,300 (-3%)
Value$8.3M (+$296.7K)
Filed 2026-10-22
Journey Retirement Planning & Investment Management LLC
DECREASED
Shares37,364 from 38,091
Change-727 (-2%)
Value$8.5M (+$911.8K)
Filed 2026-10-09
Barings LLC
DECREASED
Shares37,326 from 38,262
Change-936 (-2%)
Value$8.5M (+$868.7K)
Filed 2026-10-22
Buckhead Capital Management LLC
INCREASED
Shares37,290 from 25,616
Change+11,674 (+46%)
Value$8.5M (+$3.4M)
Filed 2026-11-03
Avail Investment Partners, LLC
INCREASED
Shares37,122 from 36,872
Change+250 (+1%)
Value$8.5M (+$1.1M)
Filed 2026-10-16
Woodward Diversified Capital, LLC
INCREASED
Shares37,075 from 35,746
Change+1,329 (+4%)
Value$8.5M (+$1.3M)
Filed 2026-10-21
Axon Capital LP
DECREASED
Shares37,000 from 42,200
Change-5,200 (-12%)
Value$8.5M (+$6.3K)
Filed 2026-10-27
Nabity-Jensen Investment Management Inc
INCREASED
Shares36,985 from 35,836
Change+1,149 (+3%)
Value$8.4M (+$1.3M)
Filed 2026-10-23
Fogel Capital Management, Inc.
INCREASED
Shares36,883 from 19,221
Change+17,662 (+92%)
Value$8.4M (+$4.6M)
Filed 2026-11-04
Hobart Private Capital, LLC
DECREASED
Shares36,762 from 38,304
Change-1,542 (-4%)
Value$8.4M (+$731.4K)
Filed 2026-10-19
Fulcrum Wealth Advisors, LLC
INCREASED
Shares36,730 from 36,268
Change+462 (+1%)
Value$8.4M (+$1.1M)
Filed 2026-10-16
Trust Investment Advisors
INCREASED
Shares36,695 from 32,697
Change+3,998 (+12%)
Value$8.4M (+$1.8M)
Filed 2026-10-20
Clay Northam Wealth Management, LLC
INCREASED
Shares36,670 from 36,420
Change+250 (+1%)
Value$8.4M (+$1.1M)
Filed 2026-10-13
LJI Wealth Management, LLC
INCREASED
Shares36,465 from 35,790
Change+675 (+2%)
Value$8.3M (+$1.2M)
Filed 2026-10-28
October Effect Ltd
DECREASED
Shares36,461 from 36,761
Change-300 (-1%)
Value$8.3M (+$971.5K)
Filed 2026-10-20
Strategy Asset Managers LLC
DECREASED
Shares36,426 from 37,216
Change-790 (-2%)
Value$8.3M (+$872.5K)
Filed 2026-10-14
Horizon Wealth Management, LLC
INCREASED
Shares36,422 from 36,389
Change+33 (+0%)
Value$8.3M (+$1.0M)
Filed 2026-11-02
Vaquero Private Wealth, LTD
DECREASED
Shares36,376 from 36,501
Change-125 (0%)
Value$8.3M (+$1.0M)
Filed 2026-10-27
Greenwood Capital Associates LLC
INCREASED
Shares36,350 from 6,607
Change+29,743 (+450%)
Value$8.3M (+$7.0M)
Filed 2026-10-27
West Wealth Group, LLC
DECREASED
Shares36,320 from 38,932
Change-2,612 (-7%)
Value$8.3M (+$504.8K)
Filed 2026-10-14
Wolff Wiese Magana LLC
INCREASED
Shares36,276 from 36,202
Change+74 (+0%)
Value$8.3M (+$1.0M)
Filed 2026-10-15
Gerber, LLC
INCREASED
Shares36,238 from 36,166
Change+72 (+0%)
Value$8.3M (+$1.0M)
Filed 2026-10-21
Fjell Capital, LLC
INCREASED
Shares36,179 from 35,875
Change+304 (+1%)
Value$8.3M (+$1.1M)
Filed 2026-10-13
626 Financial, LLC
INCREASED
Shares36,021 from 35,792
Change+229 (+1%)
Value$8.2M (+$1.1M)
Filed 2026-11-04
Bellecapital International Ltd.
INCREASED
Shares36,019 from 30,731
Change+5,288 (+17%)
Value$8.2M (+$2.1M)
Filed 2026-10-21
Cornerstone Planning Group LLC
INCREASED
Shares35,986 from 34,580
Change+1,406 (+4%)
Value$8.3M (+$917.8K)
Filed 2026-10-16
Beacon Financial Advisory LLC
INCREASED
Shares35,961 from 33,755
Change+2,206 (+7%)
Value$8.2M (+$1.5M)
Filed 2026-10-16
Essex Bank
INCREASED
Shares35,948 from 35,880
Change+68 (+0%)
Value$8.2M (+$1.0M)
Filed 2026-10-16
Strong Retirement Solutions LLC
DECREASED
Shares35,925 from 37,320
Change-1,395 (-4%)
Value$8.2M (+$737.2K)
Filed 2026-10-07
Richard P Slaughter Associates Inc
DECREASED
Shares35,898 from 37,095
Change-1,197 (-3%)
Value$8.2M (+$776.0K)
Filed 2026-10-13
Sunbeam Capital Management, LLC
DECREASED
Shares35,876 from 40,654
Change-4,778 (-12%)
Value$8.2M (+$58.9K)
Filed 2026-11-05
LifeWealth Investments, LLC
DECREASED
Shares35,868 from 36,447
Change-579 (-2%)
Value$8.2M (+$898.8K)
Filed 2026-10-21
Signature Equity Partners, LLC
INCREASED
Shares35,711 from 30,773
Change+4,938 (+16%)
Value$8.2M (+$2.0M)
Filed 2026-10-29
StoneRidge PMG Advisors, LLC
NEW
Shares35,693
Change+35,693
Value$8.2K
Filed 2026-11-04
G2 Capital Management, LLC / OH
INCREASED
Shares35,655 from 35,552
Change+103 (+0%)
Value$8.1M (+$1.0M)
Filed 2026-10-23
Shariaportfolio, Inc.
DECREASED
Shares35,642 from 37,483
Change-1,841 (-5%)
Value$8.1M (+$639.9K)
Filed 2026-10-20
Clarus Group, Inc.
DECREASED
Shares35,634 from 36,802
Change-1,168 (-3%)
Value$8.1M (+$774.6K)
Filed 2026-10-21
Barr E S & Co
DECREASED
Shares35,615 from 35,700
Change-85 (0%)
Value$8.1M (+$990.5K)
Filed 2026-11-06
Columbia Asset Management
INCREASED
Shares35,596 from 33,667
Change+1,929 (+6%)
Value$8.1M (+$1.4M)
Filed 2026-10-19
Shelter Rock Management, LLC
DECREASED
Shares35,566 from 35,941
Change-375 (-1%)
Value$8.5M (+$1.3M)
Filed 2026-10-09
Wakefield Asset Management Lllp
INCREASED
Shares35,561 from 35,337
Change+224 (+1%)
Value$8.1M (+$1.1M)
Filed 2026-11-05
City State Bank
INCREASED
Shares35,530 from 35,241
Change+289 (+1%)
Value$8.1M (+$1.1M)
Filed 2026-10-20
Toth Financial Advisory Corp
INCREASED
Shares35,496 from 34,827
Change+669 (+2%)
Value$8.1M (+$1.1M)
Filed 2026-10-08
Pinion Investment Advisors, LLC
DECREASED
Shares35,414 from 35,499
Change-85 (0%)
Value$8.1M (+$984.9K)
Filed 2026-11-04
Kenora Financial, LLC
DECREASED
Shares35,387 from 38,650
Change-3,263 (-8%)
Value$8.1M (+$348.2K)
Filed 2026-10-20
Westhampton Capital, LLC
DECREASED
Shares35,356 from 35,682
Change-326 (-1%)
Value$8.1M (+$935.0K)
Filed 2026-10-30
Andrews Advisory Associates, LLC
DECREASED
Shares35,340 from 35,967
Change-627 (-2%)
Value$8.1M (+$874.3K)
Filed 2026-10-15
Emprise Bank
DECREASED
Shares35,281 from 35,955
Change-674 (-2%)
Value$8.1M (+$863.2K)
Filed 2026-10-07
AA Financial Advisors, LLC
INCREASED
Shares35,203 from 33,802
Change+1,401 (+4%)
Value$8.0M (+$1.3M)
Filed 2026-10-19
Spectrum Strategic Capital Management, LLC
DECREASED
Shares35,137 from 35,493
Change-356 (-1%)
Value$8.0M (+$922.9K)
Filed 2026-10-22
Client 1ST Advisory Group, LLC
INCREASED
Shares35,090 from 34,821
Change+269 (+1%)
Value$8.0M (+$1.0M)
Filed 2026-10-19
Byrne Asset Management LLC
INCREASED
Shares35,052 from 33,097
Change+1,955 (+6%)
Value$8.1M (+$1.5M)
Filed 2026-10-06
Southern Michigan Bank & Trust
DECREASED
Shares35,046 from 35,262
Change-216 (-1%)
Value$8.0M (+$948.2K)
Filed 2026-10-19
Great Diamond Partners, LLC
DECREASED
Shares35,027 from 35,665
Change-638 (-2%)
Value$8.0M (+$863.3K)
Filed 2026-10-13
Tennessee Valley Asset Management Partners
INCREASED
Shares35,020 from 32,249
Change+2,771 (+9%)
Value$8.0M (+$1.5M)
Filed 2026-11-03
Leeward Financial Partners, LLC
DECREASED
Shares35,011 from 39,614
Change-4,603 (-12%)
Value$8.0M (+$69.5K)
Filed 2026-10-23
Kraft, Davis & Associates, LLC
INCREASED
Shares34,954 from 34,850
Change+104 (+0%)
Value$7.6M (+$578.0K)
Filed 2026-10-21
Opinicus Capital, Inc.
DECREASED
Shares34,951 from 36,784
Change-1,833 (-5%)
Value$8.0M (+$622.0K)
Filed 2026-10-28
Great Waters Wealth Management
INCREASED
Shares34,940 from 34,335
Change+605 (+2%)
Value$8.0M (+$1.1M)
Filed 2026-10-07
Marble Harbor Investment Counsel, LLC
INCREASED
Shares34,885 from 33,176
Change+1,709 (+5%)
Value$8.0M (+$1.3M)
Filed 2026-11-06
Invenio Wealth Partners LLC
DECREASED
Shares34,877 from 35,062
Change-185 (-1%)
Value$8.0M (+$949.7K)
Filed 2026-10-20
Texas Bank & Trust Co
INCREASED
Shares34,854 from 33,102
Change+1,752 (+5%)
Value$8.0M (+$1.3M)
Filed 2026-11-04
Mascagni Wealth Management, Inc.
INCREASED
Shares34,808 from 34,519
Change+289 (+1%)
Value$7.9M (+$1.0M)
Filed 2026-10-23
Walker Asset Management, LLC
INCREASED
Shares34,762 from 33,661
Change+1,101 (+3%)
Value$7.9M (+$1.2M)
Filed 2026-10-13
Walkner Condon Financial Advisors LLC
INCREASED
Shares34,761 from 30,483
Change+4,278 (+14%)
Value$7.9M (+$1.8M)
Filed 2026-11-02
Wilson Asset Management (International) PTY LTD
NEW
Shares34,749
Change+34,749
Value$7.9M
Filed 2026-10-26
CenterStar Asset Management, LLC
INCREASED
Shares34,698 from 25,306
Change+9,392 (+37%)
Value$8.0M (+$2.9M)
Filed 2026-10-09
Abacus Planning Group, Inc.
INCREASED
Shares34,690 from 34,558
Change+132 (+0%)
Value$7.9M (+$1.0M)
Filed 2026-11-02
Powell Investment Advisors, LLC
UNCHANGED
Shares34,616 from 34,616
Change0 (0%)
Value$7.9M (+$987.9K)
Filed 2026-10-22
Kingsbury Capital Investment Advisors LLC
DECREASED
Shares34,572 from 38,047
Change-3,475 (-9%)
Value$7.9M (+$282.6K)
Filed 2026-10-20
BridgePort Financial Solutions, LLC
DECREASED
Shares34,548 from 35,782
Change-1,234 (-3%)
Value$7.9M (+$730.6K)
Filed 2026-11-02
CFC Planning Co LLC
INCREASED
Shares34,547 from 10,606
Change+23,941 (+226%)
Value$7.9M (+$5.8M)
Filed 2026-10-28
McGlone Suttner Wealth Management, Inc.
INCREASED
Shares34,544 from 32,076
Change+2,468 (+8%)
Value$7.9M (+$1.5M)
Filed 2026-10-13
Global Financial Private Client, LLC
INCREASED
Shares34,454 from 32,664
Change+1,790 (+5%)
Value$7.9M (+$1.3M)
Filed 2026-10-15
Key FInancial Inc
INCREASED
Shares34,427 from 32,934
Change+1,493 (+5%)
Value$7.9M (+$1.3M)
Filed 2026-11-02
Commerce Advisors, LLC
DECREASED
Shares34,406 from 35,442
Change-1,036 (-3%)
Value$7.9M (+$766.0K)
Filed 2026-10-19
Tsfg, LLC
DECREASED
Shares34,370 from 62,761
Change-28,391 (-45%)
Value$7.9K (-$12.6M)
Filed 2026-10-23
Leo Wealth, LLC
NEW
Shares34,367
Change+34,367
Value$7.8M
Filed 2026-10-26
BOS Asset Management, LLC
DECREASED
Shares34,356 from 37,775
Change-3,419 (-9%)
Value$7.8M (+$287.8K)
Filed 2026-10-09
Taylor Securities Services, Inc.
INCREASED
Shares34,346 from 34,343
Change+3 (+0%)
Value$7.8M (+$972.2K)
Filed 2026-10-20
Ullmann Wealth Partners Group, LLC
INCREASED
Shares34,293 from 32,756
Change+1,537 (+5%)
Value$7.8M (+$1.3M)
Filed 2026-11-02
1900 Wealth Management LLC
INCREASED
Shares34,285 from 24,877
Change+9,408 (+38%)
Value$7.8M (+$2.9M)
Filed 2026-10-13
Legacy Edge Advisors, LLC
INCREASED
Shares34,272 from 33,910
Change+362 (+1%)
Value$7.8M (+$1.0M)
Filed 2026-11-06
Greenfield Savings Bank
DECREASED
Shares34,253 from 34,769
Change-516 (-1%)
Value$7.8M (+$865.8K)
Filed 2026-10-07
Novem Group
INCREASED
Shares34,248 from 33,419
Change+829 (+2%)
Value$7.8M (+$1.1M)
Filed 2026-10-19
Crescent Grove Advisors, LLC
INCREASED
Shares34,243 from 33,831
Change+412 (+1%)
Value$7.8M (+$1.1M)
Filed 2026-10-21
Griffith & Werner, Inc.
INCREASED
Shares34,212 from 32,436
Change+1,776 (+5%)
Value$7.8M (+$1.3M)
Filed 2026-11-04
AGH Wealth Advisors, LLC
INCREASED
Shares34,174 from 33,067
Change+1,107 (+3%)
Value$7.8M (+$1.2M)
Filed 2026-10-26
Keeler & Nadler Financial Planning & Wealth Management
DECREASED
Shares34,138 from 34,645
Change-507 (-1%)
Value$7.8M (+$864.3K)
Filed 2026-10-28
Garrett Wealth Advisory Group, LLC
INCREASED
Shares34,053 from 33,310
Change+743 (+2%)
Value$7.8M (+$1.1M)
Filed 2026-10-22
Cornerstone Enterprises, LLC
DECREASED
Shares34,050 from 57,746
Change-23,696 (-41%)
Value$7.8M (-$3.8M)
Filed 2026-10-15
Wedge Capital Management L L P
INCREASED
Shares34,012 from 32,448
Change+1,564 (+5%)
Value$7.8M (+$1.3M)
Filed 2026-10-13
Dutch Asset Corp
INCREASED
Shares34,008 from 33,866
Change+142 (+0%)
Value$7.8M (+$990.6K)
Filed 2026-10-20
Coyle Financial Counsel LLC
DECREASED
Shares33,983 from 34,891
Change-908 (-3%)
Value$7.8M (+$779.7K)
Filed 2026-10-28
Decker Wealth Management LLC
INCREASED
Shares33,956 from 31,895
Change+2,061 (+6%)
Value$7.8M (+$1.4M)
Filed 2026-10-09
First City Capital Management, Inc.
DECREASED
Shares33,922 from 34,276
Change-354 (-1%)
Value$7.7M (+$888.8K)
Filed 2026-10-27
Butensky & Cohen Financial Security, Inc
DECREASED
Shares33,852 from 35,485
Change-1,633 (-5%)
Value$7.7M (+$630.9K)
Filed 2026-10-13
Kerusso Capital Management LLC
INCREASED
Shares33,824 from 30,655
Change+3,169 (+10%)
Value$7.7M (+$1.6M)
Filed 2026-10-27
Alessandra Capital Management, LLC
DECREASED
Shares33,810 from 35,501
Change-1,691 (-5%)
Value$7.7M (+$618.1K)
Filed 2026-10-30
Archer Investment Corp
INCREASED
Shares33,756 from 27,465
Change+6,291 (+23%)
Value$7.7M (+$2.2M)
Filed 2026-11-05
Iams Wealth Management, LLC
INCREASED
Shares33,747 from 31,531
Change+2,216 (+7%)
Value$7.7M (+$1.4M)
Filed 2026-10-15
Aurora Investment Managers, Llc.
UNCHANGED
Shares33,747 from 33,747
Change0 (0%)
Value$7.7K (+$955)
Filed 2026-10-15
Amitell Capital Pte Ltd
UNCHANGED
Shares33,727 from 33,727
Change0 (0%)
Value$7.7M (+$954.1K)
Filed 2026-11-02
Parkway Wealth Management Group, LLC
DECREASED
Shares33,684 from 34,104
Change-420 (-1%)
Value$7.7M (+$868.9K)
Filed 2026-10-20
Artemis Wealth Advisors, LLC
INCREASED
Shares33,639 from 33,000
Change+639 (+2%)
Value$7.7M (+$1.1M)
Filed 2026-11-05
LeConte Wealth Management, LLC
INCREASED
Shares33,586 from 31,073
Change+2,513 (+8%)
Value$7.7M (+$1.5M)
Filed 2026-10-20
XY Planning Network, Inc.
INCREASED
Shares33,565 from 30,640
Change+2,925 (+10%)
Value$7.7M (+$1.5M)
Filed 2026-10-14
Worth Financial Advisory Group, LLC
INCREASED
Shares33,543 from 33,339
Change+204 (+1%)
Value$7.7M (+$989.8K)
Filed 2026-10-19
Harfst & Associates, Inc.
INCREASED
Shares33,391 from 32,579
Change+812 (+2%)
Value$7.6M (+$1.1M)
Filed 2026-10-20
Park Place Capital Corp
DECREASED
Shares33,372 from 79,997
Change-46,625 (-58%)
Value$7.6M (-$8.4M)
Filed 2026-11-09
Elevation Wealth Management LLC
INCREASED
Shares33,362 from 33,074
Change+288 (+1%)
Value$7.6M (+$1.0M)
Filed 2026-11-02
Accel Wealth Management
INCREASED
Shares33,356 from 33,049
Change+307 (+1%)
Value$7.6M (+$1.0M)
Filed 2026-10-13
Avantra Family Wealth, Inc.
INCREASED
Shares33,247 from 32,624
Change+623 (+2%)
Value$7.6M (+$1.1M)
Filed 2026-10-20
Parametrica Management Ltd
INCREASED
Shares33,190 from 31,190
Change+2,000 (+6%)
Value$7.6M (+$1.3M)
Filed 2026-10-27
BCM Advisors, LLC
DECREASED
Shares33,177 from 34,869
Change-1,692 (-5%)
Value$6.8M (-$422.9K)
Filed 2026-11-03
North Star Investment Management Corp.
INCREASED
Shares33,146 from 32,628
Change+518 (+2%)
Value$7.6M (+$1.0M)
Filed 2026-10-27
Manske Wealth Management
INCREASED
Shares33,121 from 23,547
Change+9,574 (+41%)
Value$7.6M (+$2.9M)
Filed 2026-10-26
FAI Advisors, Inc.
INCREASED
Shares33,042 from 32,168
Change+874 (+3%)
Value$7.5M (+$1.1M)
Filed 2026-10-27
Freedom Day Solutions, LLC
INCREASED
Shares33,027 from 30,902
Change+2,125 (+7%)
Value$7.5M (+$1.4M)
Filed 2026-10-20
Western Pacific Wealth Management, LP
DECREASED
Shares32,999 from 33,364
Change-365 (-1%)
Value$7.5M (+$860.5K)
Filed 2026-10-16
Rockingstone Advisors LLC
DECREASED
Shares32,954 from 33,255
Change-301 (-1%)
Value$7.5M (+$872.0K)
Filed 2026-10-16
Adelphi Trust Co
DECREASED
Shares32,940 from 34,625
Change-1,685 (-5%)
Value$7.5M (+$594.7K)
Filed 2026-10-05
Altus Wealth Group LLC
DECREASED
Shares32,918 from 35,577
Change-2,659 (-7%)
Value$7.5M (+$399.2K)
Filed 2026-10-20
Saxony Capital Management, LLC
DECREASED
Shares32,916 from 32,939
Change-23 (0%)
Value$7.5M (+$926.7K)
Filed 2026-10-15
Westview Management dba Westview Investment Advisors
INCREASED
Shares32,884 from 30,181
Change+2,703 (+9%)
Value$7.5M (+$1.5M)
Filed 2026-11-09
DLK Investment Management, LLC
INCREASED
Shares32,836 from 6,575
Change+26,261 (+399%)
Value$7.5M (+$6.7M)
Filed 2026-10-09
Purkiss Capital Advisors LLC
INCREASED
Shares32,786 from 32,736
Change+50 (+0%)
Value$7.5M (+$937.5K)
Filed 2026-11-06
Arlington Trust Co LLC
INCREASED
Shares32,750 from 19,390
Change+13,360 (+69%)
Value$7.5M (+$3.6M)
Filed 2026-10-20
Meridian Management Co
INCREASED
Shares32,728 from 25,044
Change+7,684 (+31%)
Value$7.5M (+$2.5M)
Filed 2026-11-06
Brady Family Wealth, LLC
INCREASED
Shares32,647 from 28,599
Change+4,048 (+14%)
Value$7.5M (+$1.7M)
Filed 2026-11-02
ICW Investment Advisors LLC
DECREASED
Shares32,601 from 33,241
Change-640 (-2%)
Value$7.4M (+$794.3K)
Filed 2026-10-27
Centurion Wealth Management LLC
DECREASED
Shares32,487 from 34,951
Change-2,464 (-7%)
Value$7.4M (+$425.9K)
Filed 2026-10-13
Bernardo Wealth Planning LLC
INCREASED
Shares32,420 from 14,798
Change+17,622 (+119%)
Value$7.4M (+$4.4M)
Filed 2026-10-23
Financial & Tax Architects, LLC
DECREASED
Shares32,411 from 34,192
Change-1,781 (-5%)
Value$7.4M (+$560.5K)
Filed 2026-10-15
Goldenstone Wealth Management LLC
INCREASED
Shares32,205 from 31,996
Change+209 (+1%)
Value$7.4M (+$952.8K)
Filed 2026-11-04
Tounjian Advisory Partners, LLC
DECREASED
Shares32,159 from 35,198
Change-3,039 (-9%)
Value$7.3M (+$301.7K)
Filed 2026-11-04
Snider Financial Group
DECREASED
Shares32,134 from 33,124
Change-990 (-3%)
Value$7.3M (+$711.0K)
Filed 2026-10-16
Chemung Canal Trust Co
INCREASED
Shares32,132 from 31,194
Change+938 (+3%)
Value$7.3M (+$1.1M)
Filed 2026-11-04
Yankcom Partnership
DECREASED
Shares32,096 from 32,264
Change-168 (-1%)
Value$7.3M (+$874.4K)
Filed 2026-10-15
Gradient Capital Advisors, LLC
DECREASED
Shares32,009 from 32,307
Change-298 (-1%)
Value$7.3M (+$845.9K)
Filed 2026-10-21
Brian LOW Financial Group, LLC
INCREASED
Shares32,006 from 14,531
Change+17,475 (+120%)
Value$7.3M (+$4.4M)
Filed 2026-10-28
Viking Fund Management LLC
DECREASED
Shares32,000 from 35,000
Change-3,000 (-9%)
Value$7.3M (+$305.0K)
Filed 2026-10-14
Wellington Grp LLC
INCREASED
Shares31,995 from 29,558
Change+2,437 (+8%)
Value$7.3M (+$1.4M)
Filed 2026-11-06
Syntegra Private Wealth Group, LLC
INCREASED
Shares31,955 from 30,960
Change+995 (+3%)
Value$7.3M (+$1.1M)
Filed 2026-10-13
Gerald Baker Financial Group LLC
DECREASED
Shares31,949 from 32,180
Change-231 (-1%)
Value$7.3M (+$857.6K)
Filed 2026-10-09
IFG Advisors, LLC
DECREASED
Shares31,902 from 31,931
Change-29 (0%)
Value$7.3M (+$896.9K)
Filed 2026-10-15
Evansbrook LLC
DECREASED
Shares31,841 from 34,292
Change-2,451 (-7%)
Value$7.3M (+$410.3K)
Filed 2026-10-16
1834 Investment Advisors Co
INCREASED
Shares31,802 from 30,791
Change+1,011 (+3%)
Value$7.3M (+$1.1M)
Filed 2026-10-16
New Wave Wealth Advisors LLC
INCREASED
Shares31,790 from 29,366
Change+2,424 (+8%)
Value$7.3M (+$1.4M)
Filed 2026-10-19
Ethos Capital Management, Inc.
INCREASED
Shares31,777 from 29,359
Change+2,418 (+8%)
Value$7.3M (+$1.4M)
Filed 2026-11-03
Bridgewealth Advisory Group, LLC
INCREASED
Shares31,768 from 31,598
Change+170 (+1%)
Value$7.3M (+$932.7K)
Filed 2026-11-09
Marin Bay Wealth Advisors, LLC
INCREASED
Shares31,668 from 30,939
Change+729 (+2%)
Value$7.2M (+$1.0M)
Filed 2026-10-28
Rose Capital Advisors LLC
INCREASED
Shares31,648 from 11,311
Change+20,337 (+180%)
Value$7.2M (+$5.0M)
Filed 2026-11-04
Aafmaa Wealth Management & Trust LLC
DECREASED
Shares31,529 from 31,996
Change-467 (-1%)
Value$7.2M (+$798.5K)
Filed 2026-10-14
VMS Asset Management Limited
DECREASED
Shares31,440 from 39,529
Change-8,089 (-20%)
Value$7.2M (-$729.1K)
Filed 2026-10-15
Greenbush Financial Group, LLC
INCREASED
Shares31,421 from 27,010
Change+4,411 (+16%)
Value$7.2M (+$1.8M)
Filed 2026-10-15
Kohmann Bosshard Financial Services, LLC
INCREASED
Shares31,344 from 31,007
Change+337 (+1%)
Value$7.2M (+$953.9K)
Filed 2026-11-04
Catalyst Capital Advisors LLC
INCREASED
Shares31,325 from 7,505
Change+23,820 (+317%)
Value$7.2M (+$5.7M)
Filed 2026-11-02
Founders Grove Wealth Partners, LLC
INCREASED
Shares31,312 from 29,413
Change+1,899 (+6%)
Value$7.2M (+$1.3M)
Filed 2026-10-16
Centennial Wealth Advisory LLC
INCREASED
Shares31,303 from 30,399
Change+904 (+3%)
Value$7.2M (+$1.1M)
Filed 2026-10-16
TruNorth Capital Management, LLC
INCREASED
Shares31,280 from 28,176
Change+3,104 (+11%)
Value$7.1M (+$1.5M)
Filed 2026-10-14
Cap Partners, LLC
INCREASED
Shares31,210 from 30,229
Change+981 (+3%)
Value$7.1M (+$1.1M)
Filed 2026-10-19
Mechanics Financial Corp
INCREASED
Shares31,150 from 30,460
Change+690 (+2%)
Value$7.1M (+$1.0M)
Filed 2026-11-05
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares31,132 from 21,362
Change+9,770 (+46%)
Value$7.1M (+$2.8M)
Filed 2026-10-16
Brown, Lisle Ings, Inc.
DECREASED
Shares31,097 from 31,140
Change-43 (0%)
Value$7.1M (+$871.1K)
Filed 2026-10-16
Brown Wealth Management, LLC
INCREASED
Shares30,962 from 29,784
Change+1,178 (+4%)
Value$7.1M (+$1.1M)
Filed 2026-10-20
Burton Enright Welch
INCREASED
Shares30,932 from 30,449
Change+483 (+2%)
Value$7.1M (+$971.7K)
Filed 2026-11-04
Urban Wealth Management, LLC
DECREASED
Shares30,923 from 36,976
Change-6,053 (-16%)
Value$7.1M (-$336.3K)
Filed 2026-10-21
Murphy & Mullick Capital Management Corp
INCREASED
Shares30,918 from 30,427
Change+491 (+2%)
Value$7.1M (+$974.0K)
Filed 2026-11-02
Spinnaker Investment Group, LLC
DECREASED
Shares30,853 from 30,937
Change-84 (0%)
Value$7.0M (+$856.0K)
Filed 2026-10-13
Weaver Consulting Group
DECREASED
Shares30,803 from 71,717
Change-40,914 (-57%)
Value$7.0M (-$7.3M)
Filed 2026-10-07
International Private Wealth Advisors LLC
INCREASED
Shares30,802 from 21,397
Change+9,405 (+44%)
Value$7.0M (+$2.8M)
Filed 2026-11-05
Stillwater Wealth Management Group
INCREASED
Shares30,686 from 29,316
Change+1,370 (+5%)
Value$7.0M (+$1.1M)
Filed 2026-10-21
Cresta Advisors, Ltd.
INCREASED
Shares30,645 from 30,405
Change+240 (+1%)
Value$7.0M (+$915.0K)
Filed 2026-10-14
Optimas Capital Ltd
INCREASED
Shares30,600 from 20,100
Change+10,500 (+52%)
Value$7.0M (+$3.0M)
Filed 2026-11-03
Carl P. Sherr & Co., LLC
INCREASED
Shares30,593 from 30,521
Change+72 (+0%)
Value$7.0M (+$879.9K)
Filed 2026-11-06
Davidson Capital Management Inc.
INCREASED
Shares30,562 from 30,021
Change+541 (+2%)
Value$7.0M (+$972.8K)
Filed 2026-10-15
Breakwater Capital Group
INCREASED
Shares30,546 from 30,471
Change+75 (+0%)
Value$7.0M (+$879.1K)
Filed 2026-10-09
Mainstream Capital Management LLC
INCREASED
Shares30,526 from 27,621
Change+2,905 (+11%)
Value$7.0M (+$1.4M)
Filed 2026-10-23
Nichols & Pratt Advisers LLP
DECREASED
Shares30,520 from 32,010
Change-1,490 (-5%)
Value$7.0M (+$641.0K)
Filed 2026-10-13
Horst & Graben Wealth Management LLC
DECREASED
Shares30,519 from 34,590
Change-4,071 (-12%)
Value$7.0M (+$135.6K)
Filed 2026-11-02
Valley Brook Capital Group, Inc.
INCREASED
Shares30,497 from 30,477
Change+20 (+0%)
Value$7.0M (+$866.8K)
Filed 2026-10-26
Eads & Heald Wealth Management
DECREASED
Shares30,447 from 33,456
Change-3,009 (-9%)
Value$7.0M (+$259.3K)
Filed 2026-10-29
Plan A Wealth LLC
INCREASED
Shares30,413 from 29,312
Change+1,101 (+4%)
Value$6.9M (+$1.1M)
Filed 2026-10-08
Cohen Capital Management, Inc.
INCREASED
Shares30,341 from 8,229
Change+22,112 (+269%)
Value$6.9M (+$5.3M)
Filed 2026-10-14
Missouri Trust & Investment Co
DECREASED
Shares30,298 from 30,409
Change-111 (0%)
Value$6.9M (+$814.9K)
Filed 2026-11-04
Coquina Private Wealth LLC
DECREASED
Shares30,255 from 31,066
Change-811 (-3%)
Value$6.9M (+$693.7K)
Filed 2026-10-27
Accuvest Global Advisors
INCREASED
Shares30,254 from 29,192
Change+1,062 (+4%)
Value$6.9M (+$1.1M)
Filed 2026-11-04
Revisor Wealth Management LLC
INCREASED
Shares30,226 from 29,134
Change+1,092 (+4%)
Value$6.6M (+$762.2K)
Filed 2026-10-20
First Interstate Bank
DECREASED
Shares30,222 from 31,915
Change-1,693 (-5%)
Value$6.9M (+$516.2K)
Filed 2026-10-23
BlueChip Wealth Advisors LLC
INCREASED
Shares30,200 from 22,563
Change+7,637 (+34%)
Value$6.9M (+$2.4M)
Filed 2026-11-03
Verum Partners LLC
INCREASED
Shares30,187 from 24,708
Change+5,479 (+22%)
Value$6.9M (+$2.0M)
Filed 2026-10-21
Wealth Architects, LLC
INCREASED
Shares30,165 from 30,055
Change+110 (+0%)
Value$6.9M (+$875.3K)
Filed 2026-11-03
Clearwave Capital, LLC
INCREASED
Shares30,142 from 27,598
Change+2,544 (+9%)
Value$6.9M (+$1.4M)
Filed 2026-10-27
Biltmore Family Office, LLC
DECREASED
Shares30,120 from 34,210
Change-4,090 (-12%)
Value$6.9M (+$41.3K)
Filed 2026-11-03
DT Investment Partners, LLC
DECREASED
Shares30,097 from 31,241
Change-1,144 (-4%)
Value$6.9M (+$622.5K)
Filed 2026-10-27
Mcdonald Partners LLC
DECREASED
Shares30,094 from 30,234
Change-140 (0%)
Value$6.9M (+$823.3K)
Filed 2026-11-03
Arch Global Advisors, LLC
DECREASED
Shares30,059 from 30,426
Change-367 (-1%)
Value$6.9M (+$784.4K)
Filed 2026-10-23
Northcape Wealth Management, LLC
INCREASED
Shares30,046 from 5,873
Change+24,173 (+412%)
Value$6.9M (+$5.7M)
Filed 2026-11-04
Total Clarity Wealth Management, Inc.
DECREASED
Shares30,038 from 30,951
Change-913 (-3%)
Value$6.9M (+$667.0K)
Filed 2026-10-26
Sulzberger Capital Advisors, Inc.
INCREASED
Shares30,008 from 29,532
Change+476 (+2%)
Value$6.9M (+$944.4K)
Filed 2026-10-20
Armstrong Advisory Group, Inc
INCREASED
Shares29,984 from 29,321
Change+663 (+2%)
Value$6.8M (+$980.9K)
Filed 2026-10-09
Cohen Investment Advisors LLC
INCREASED
Shares29,972 from 29,720
Change+252 (+1%)
Value$6.8M (+$898.3K)
Filed 2026-10-20
RFG Holdings, Inc.
INCREASED
Shares29,929 from 29,826
Change+103 (+0%)
Value$6.8M (+$867.3K)
Filed 2026-10-30
Buck Wealth Strategies, LLC
INCREASED
Shares29,903 from 15,187
Change+14,716 (+97%)
Value$6.8M (+$3.8M)
Filed 2026-10-28
Orrstown Financial Services Inc
INCREASED
Shares29,863 from 29,731
Change+132 (+0%)
Value$6.8M (+$871.2K)
Filed 2026-10-14
McCollum Christoferson Group LLC
DECREASED
Shares29,808 from 30,232
Change-424 (-1%)
Value$4.9M (+$522.2K)
Filed 2026-10-13
Rydar Equities, Inc.
INCREASED
Shares29,747 from 28,924
Change+823 (+3%)
Value$7.1M (+$1.1M)
Filed 2026-10-13
Intact Investment Management Inc.
DECREASED
Shares29,640 from 38,300
Change-8,660 (-23%)
Value$6.8M (-$894.3K)
Filed 2026-11-03
Hidden Cove Wealth Management, LLC
INCREASED
Shares29,626 from 29,584
Change+42 (+0%)
Value$6.8M (+$846.4K)
Filed 2026-10-19
Family Capital Trust Co
DECREASED
Shares29,600 from 29,624
Change-24 (0%)
Value$6.8M (+$832.6K)
Filed 2026-10-22
Independent Wealth Network Inc.
INCREASED
Shares29,543 from 27,987
Change+1,556 (+6%)
Value$6.7M (+$1.1M)
Filed 2026-10-19
WT Wealth Management
DECREASED
Shares29,486 from 60,850
Change-31,364 (-52%)
Value$6.7M (-$5.4M)
Filed 2026-10-13
Meadow Creek Wealth Advisors LLC
DECREASED
Shares29,473 from 29,767
Change-294 (-1%)
Value$6.7M (+$775.0K)
Filed 2026-11-02
Parr Mcknight Wealth Management Group, LLC
DECREASED
Shares29,405 from 30,208
Change-803 (-3%)
Value$6.7M (+$671.2K)
Filed 2026-10-30
Mizuho Markets Cayman LP
INCREASED
Shares29,391 from 24,138
Change+5,253 (+22%)
Value$6.7M (+$1.9M)
Filed 2026-11-09
KFG Wealth Management, LLC
DECREASED
Shares29,333 from 35,691
Change-6,358 (-18%)
Value$6.7M (-$442.2K)
Filed 2026-10-16
Elemental Capital Partners LLC
INCREASED
Shares29,273 from 28,883
Change+390 (+1%)
Value$6.7M (+$906.2K)
Filed 2026-10-14
New Covenant Trust Company, N.A.
INCREASED
Shares29,235 from 25,683
Change+3,552 (+14%)
Value$6.7M (+$1.5M)
Filed 2026-10-08
Vertrix Wealth Management, LLC
INCREASED
Shares29,229 from 27,485
Change+1,744 (+6%)
Value$6.7M (+$1.2M)
Filed 2026-10-13
SeaBridge Investment Advisors LLC
INCREASED
Shares29,211 from 26,997
Change+2,214 (+8%)
Value$6.7M (+$1.3M)
Filed 2026-11-02
Three Seasons Wealth, LLC
DECREASED
Shares29,197 from 32,003
Change-2,806 (-9%)
Value$6.7M (+$264.5K)
Filed 2026-11-03
Aspen Investment Management Inc
INCREASED
Shares29,158 from 22,272
Change+6,886 (+31%)
Value$6.7K (+$2.2K)
Filed 2026-11-05
Stablepoint Partners, LLC
INCREASED
Shares29,148 from 28,540
Change+608 (+2%)
Value$6.7M (+$946.3K)
Filed 2026-11-03
Carolina Wealth Management Inc
INCREASED
Shares29,119 from 22,357
Change+6,762 (+30%)
Value$6.7M (+$2.2M)
Filed 2026-10-29
St. Johns Investment Management Company, LLC
DECREASED
Shares29,053 from 29,343
Change-290 (-1%)
Value$6.6M (+$763.9K)
Filed 2026-10-30
Navigation Group, LLC
INCREASED
Shares29,036 from 26,912
Change+2,124 (+8%)
Value$6.6M (+$1.2M)
Filed 2026-10-28
Trust Co of Oklahoma
DECREASED
Shares29,031 from 30,042
Change-1,011 (-3%)
Value$6.6M (+$619.0K)
Filed 2026-10-15
Financial Management Professionals, Inc.
DECREASED
Shares29,013 from 36,066
Change-7,053 (-20%)
Value$6.6M (-$583.2K)
Filed 2026-10-23
15 Wealth Advisors LLC
NEW
Shares28,979
Change+28,979
Value$6.6M
Filed 2026-10-14
Silver Grove Financial Group, Inc.
INCREASED
Shares28,978 from 27,861
Change+1,117 (+4%)
Value$6.6M (+$1.0M)
Filed 2026-11-05
White Pine Investment Co
INCREASED
Shares28,918 from 27,734
Change+1,184 (+4%)
Value$6.6K (-$5.5M)
Filed 2026-10-15
4J Wealth Management LLC
DECREASED
Shares28,914 from 28,939
Change-25 (0%)
Value$6.6M (+$813.0K)
Filed 2026-11-02
Sage Rhino Capital LLC
INCREASED
Shares28,884 from 28,603
Change+281 (+1%)
Value$6.6M (+$873.4K)
Filed 2026-10-28
Tanager Wealth Management LLP
INCREASED
Shares28,842 from 21,939
Change+6,903 (+31%)
Value$6.6M (+$2.2M)
Filed 2026-10-19
Wealth Science Advisors LLC
DECREASED
Shares28,811 from 29,100
Change-289 (-1%)
Value$6.6M (+$757.2K)
Filed 2026-10-09
Ledyard National Bank
DECREASED
Shares28,800 from 31,887
Change-3,087 (-10%)
Value$6.6M (+$197.1K)
Filed 2026-10-21
Milestones Administradora de Recursos Ltda.
INCREASED
Shares28,769 from 10,599
Change+18,170 (+171%)
Value$6.6M (+$4.4M)
Filed 2026-10-21
Avion Wealth
INCREASED
Shares28,649 from 28,543
Change+106 (+0%)
Value$6.5K (-$5.7M)
Filed 2026-11-04
Absolute Capital Management, LLC
INCREASED
Shares28,644 from 19,328
Change+9,316 (+48%)
Value$6.5M (+$2.7M)
Filed 2026-10-16
Tred Avon Family Wealth, LLC
DECREASED
Shares28,611 from 29,173
Change-562 (-2%)
Value$6.5M (+$696.9K)
Filed 2026-10-20
Financial Consulate, Inc
DECREASED
Shares28,576 from 28,859
Change-283 (-1%)
Value$6.5M (+$752.1K)
Filed 2026-10-23
Telos Capital Management, Inc.
INCREASED
Shares28,562 from 28,140
Change+422 (+2%)
Value$6.5M (+$892.3K)
Filed 2026-11-02
B.A. Schrock Wealth Management, Inc.
NEW
Shares28,557
Change+28,557
Value$6.6M
Filed 2026-10-15
Veracity Capital LLC
INCREASED
Shares28,556 from 26,833
Change+1,723 (+6%)
Value$6.5M (+$1.2M)
Filed 2026-10-08
Rare Wolf Capital LLC
INCREASED
Shares28,551 from 28,351
Change+200 (+1%)
Value$6.5M (+$847.7K)
Filed 2026-10-20
Encompass Wealth Advisors, LLC
INCREASED
Shares28,498 from 13,593
Change+14,905 (+110%)
Value$6.5M (+$3.8M)
Filed 2026-10-15
Autumn Glory Partners, LLC
INCREASED
Shares28,397 from 28,367
Change+30 (+0%)
Value$6.5M (+$809.4K)
Filed 2026-10-26
Legacy Wealth Asset Management, LLC
DECREASED
Shares28,296 from 29,093
Change-797 (-3%)
Value$6.5M (+$641.0K)
Filed 2026-10-09
Virtue Asset Management LLC
INCREASED
Shares28,283 from 28,060
Change+223 (+1%)
Value$6.5M (+$844.8K)
Filed 2026-10-21
Fortis Group Advisors, LLC
INCREASED
Shares28,263 from 25,503
Change+2,760 (+11%)
Value$5.9M (+$782.9K)
Filed 2026-11-06
Symphony Financial Services, Inc.
DECREASED
Shares28,247 from 28,589
Change-342 (-1%)
Value$6.5M (+$730.7K)
Filed 2026-11-09
Syverson Strege & Co
INCREASED
Shares28,246 from 23,344
Change+4,902 (+21%)
Value$6.5M (+$1.8M)
Filed 2026-11-02
Winebrenner Capital Management LLC
UNCHANGED
Shares28,218 from 28,218
Change0 (0%)
Value$6.4M (+$798.3K)
Filed 2026-10-07
Coerente Capital Management
INCREASED
Shares28,177 from 27,490
Change+687 (+3%)
Value$6.4M (+$934.6K)
Filed 2026-10-29
Carter Financial Group, Inc.
DECREASED
Shares28,117 from 28,527
Change-410 (-1%)
Value$6.4M (+$719.7K)
Filed 2026-10-21
Three Bridge Wealth Advisors, LLC
DECREASED
Shares28,043 from 28,199
Change-156 (-1%)
Value$6.4M (+$769.1K)
Filed 2026-11-05
Crusonia Wealth Advisors LLC
INCREASED
Shares27,976 from 26,369
Change+1,607 (+6%)
Value$6.4M (+$1.1M)
Filed 2026-10-26
Greykasell Wealth Strategies, Inc.
DECREASED
Shares27,952 from 28,020
Change-68 (0%)
Value$6.4M (+$777.2K)
Filed 2026-11-09
Successful Portfolios LLC
DECREASED
Shares27,941 from 28,628
Change-687 (-2%)
Value$6.6M (+$795.3K)
Filed 2026-10-09
Finivi Inc.
INCREASED
Shares27,921 from 27,599
Change+322 (+1%)
Value$6.4M (+$854.3K)
Filed 2026-10-13
Lantern Wealth Advisors, LLC
INCREASED
Shares27,883 from 20,563
Change+7,320 (+36%)
Value$6.4M (+$2.3M)
Filed 2026-10-22
Kraematon Investment Advisors, Inc
INCREASED
Shares27,838 from 27,518
Change+320 (+1%)
Value$6.4M (+$851.6K)
Filed 2026-11-02
Argus Investors' Counsel, Inc.
DECREASED
Shares27,795 from 27,799
Change-4 (0%)
Value$6.3M (+$785.5K)
Filed 2026-10-09
Reliant Investment Management, LLC
INCREASED
Shares27,792 from 26,612
Change+1,180 (+4%)
Value$6.3M (+$1.0M)
Filed 2026-10-14
Vista Investment Partners LLC
DECREASED
Shares27,697 from 28,317
Change-620 (-2%)
Value$6.3M (+$659.5K)
Filed 2026-10-08
Atlas Capital Advisors Inc.
DECREASED
Shares27,683 from 27,782
Change-99 (0%)
Value$6.3M (+$774.8K)
Filed 2026-11-09
Fortitude Family Office, LLC
INCREASED
Shares27,677 from 15,961
Change+11,716 (+73%)
Value$6.3M (+$3.1M)
Filed 2026-10-14
BostonPremier Wealth LLC
DECREASED
Shares27,670 from 27,867
Change-197 (-1%)
Value$6.3M (+$743.4K)
Filed 2026-10-16
Waystone Advisors LLC
UNCHANGED
Shares27,614 from 27,614
Change0 (0%)
Value$5.5M ($0)
Filed 2026-10-16
M. Kraus & Co
DECREASED
Shares27,584 from 27,714
Change-130 (0%)
Value$6.3M (+$754.3K)
Filed 2026-10-20
Arvest Investments, Inc.
INCREASED
Shares27,476 from 27,319
Change+157 (+1%)
Value$6.3M (+$808.7K)
Filed 2026-10-21
Warwick Investment Management, Inc.
DECREASED
Shares27,449 from 46,649
Change-19,200 (-41%)
Value$6.3M (-$3.1M)
Filed 2026-10-19
Cox Capital Mgt LLC
DECREASED
Shares27,447 from 27,603
Change-156 (-1%)
Value$6.3M (+$745.3K)
Filed 2026-10-07
TFB Advisors LLC
INCREASED
Shares27,393 from 26,794
Change+599 (+2%)
Value$6.3M (+$894.8K)
Filed 2026-11-02
Motive Wealth Advisors
INCREASED
Shares27,163 from 26,386
Change+777 (+3%)
Value$6.2M (+$923.9K)
Filed 2026-10-26
MeadowBrook Investment Advisors LLC
INCREASED
Shares27,140 from 26,475
Change+665 (+3%)
Value$5.8M (+$462.0K)
Filed 2026-10-29
New Capital Management LP
DECREASED
Shares27,129 from 28,473
Change-1,344 (-5%)
Value$6.2M (+$498.5K)
Filed 2026-10-29
Acorn Wealth Advisors, LLC
DECREASED
Shares27,121 from 27,289
Change-168 (-1%)
Value$6.2M (+$733.5K)
Filed 2026-10-19
Alpine Bank Wealth Management
DECREASED
Shares27,101 from 28,430
Change-1,329 (-5%)
Value$6.2M (+$500.8K)
Filed 2026-10-16
Bingham Private Wealth, LLC
INCREASED
Shares27,076 from 24,643
Change+2,433 (+10%)
Value$6.2M (+$1.3M)
Filed 2026-11-05
Strata Wealth Advisors, LLC
INCREASED
Shares27,044 from 25,600
Change+1,444 (+6%)
Value$6.2M (+$1.1M)
Filed 2026-10-16
Oakmont Investment Advisors, Inc.
INCREASED
Shares27,032 from 26,458
Change+574 (+2%)
Value$6.2M (+$879.6K)
Filed 2026-10-21
Stableford Capital II LLC
DECREASED
Shares26,994 from 40,525
Change-13,531 (-33%)
Value$6.2M (-$1.9M)
Filed 2026-10-09
TAGStone Capital, Inc.
INCREASED
Shares26,982 from 26,066
Change+916 (+4%)
Value$6.2M (+$956.9K)
Filed 2026-11-09
InTrack Investment Management Inc
DECREASED
Shares26,950 from 27,207
Change-257 (-1%)
Value$6.2M (+$711.0K)
Filed 2026-10-15
WMG Financial Advisors, LLC
UNCHANGED
Shares26,930 from 26,930
Change0 (0%)
Value$5.4M ($0)
Filed 2026-10-28
Cypress Point Wealth Management, LLC
INCREASED
Shares26,806 from 20,136
Change+6,670 (+33%)
Value$6.1M (+$2.1M)
Filed 2026-11-03
Ariadne Wealth Management, LP
DECREASED
Shares26,732 from 28,137
Change-1,405 (-5%)
Value$6.1M (+$475.1K)
Filed 2026-11-06
August Group Capital Ltd
INCREASED
Shares26,727 from 26,652
Change+75 (+0%)
Value$6.1M (+$771.3K)
Filed 2026-10-14
Patriot Investment Management Group, Inc.
DECREASED
Shares26,716 from 27,416
Change-700 (-3%)
Value$6.1M (+$615.7K)
Filed 2026-10-15
Stonebridge Financial Planning Group, LLC
DECREASED
Shares26,695 from 27,170
Change-475 (-2%)
Value$6.1M (+$660.1K)
Filed 2026-11-06
Chiron Capital Management, LLC
DECREASED
Shares26,669 from 28,962
Change-2,293 (-8%)
Value$6.1M (+$295.6K)
Filed 2026-10-15
Verus Wealth Management, LLC
INCREASED
Shares26,636 from 6,991
Change+19,645 (+281%)
Value$6.1M (+$4.7M)
Filed 2026-10-13
Rational Advisors, Inc.
INCREASED
Shares26,560 from 24,357
Change+2,203 (+9%)
Value$6.1M (+$1.2M)
Filed 2026-11-02
Triumph Capital Management
DECREASED
Shares26,534 from 28,759
Change-2,225 (-8%)
Value$6.1M (+$305.3K)
Filed 2026-10-14
Campbell Newman Asset Management Inc
DECREASED
Shares26,519 from 27,016
Change-497 (-2%)
Value$6.1M (+$650.8K)
Filed 2026-10-22
Matauro, LLC
INCREASED
Shares26,513 from 24,579
Change+1,934 (+8%)
Value$6.1M (+$1.1M)
Filed 2026-11-03
Kendall Capital Management
INCREASED
Shares26,506 from 24,740
Change+1,766 (+7%)
Value$6.1M (+$1.1M)
Filed 2026-10-23
Wincap Financial LLC
DECREASED
Shares26,436 from 27,614
Change-1,178 (-4%)
Value$6.0M (+$512.2K)
Filed 2026-10-20
Turn8 Private Wealth Inc.
DECREASED
Shares26,416 from 26,597
Change-181 (-1%)
Value$6.0M (+$701.9K)
Filed 2026-11-05
MRA Advisory Group
INCREASED
Shares26,409 from 10,815
Change+15,594 (+144%)
Value$6.0M (+$3.9M)
Filed 2026-10-07
One Wealth Capital Management, LLC
DECREASED
Shares26,395 from 52,766
Change-26,371 (-50%)
Value$6.0M (-$4.5M)
Filed 2026-10-23
RIA Advisory Group LLC
DECREASED
Shares26,374 from 40,866
Change-14,492 (-35%)
Value$6.0M (-$2.2M)
Filed 2026-10-15
Etesian Wealth Advisors, Inc.
INCREASED
Shares26,374 from 26,249
Change+125 (+0%)
Value$6.0M (+$771.1K)
Filed 2026-10-27
DecisionMap Wealth Management, LLC
DECREASED
Shares26,344 from 27,759
Change-1,415 (-5%)
Value$6.0M (+$462.1K)
Filed 2026-10-29
Unique Wealth Strategies, LLC
UNCHANGED
Shares26,338 from 26,338
Change0 (0%)
Value$5.3M ($0)
Filed 2026-10-13
Dedeker Financial LLC
INCREASED
Shares26,307 from 26,277
Change+30 (+0%)
Value$6.0M (+$750.3K)
Filed 2026-10-23
Courier Capital LLC
DECREASED
Shares26,277 from 26,421
Change-144 (-1%)
Value$6.0M (+$714.7K)
Filed 2026-10-19
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares26,256 from 26,256
Change0 (0%)
Value$5.3M ($0)
Filed 2026-11-03
Family Legacy, Inc.
INCREASED
Shares26,216 from 25,681
Change+535 (+2%)
Value$6.0M (+$848.7K)
Filed 2026-10-13
Hill Island Financial LLC
DECREASED
Shares26,130 from 26,140
Change-10 (0%)
Value$6.0M (+$737.2K)
Filed 2026-10-20
Focused Alpha, LLC
DECREASED
Shares26,102 from 28,055
Change-1,953 (-7%)
Value$6.0M (+$347.7K)
Filed 2026-10-20
Hudock, Inc.
DECREASED
Shares26,070 from 26,456
Change-386 (-1%)
Value$6.0M (+$660.2K)
Filed 2026-10-14
Ellis Investment Partners, LLC
INCREASED
Shares26,006 from 18,432
Change+7,574 (+41%)
Value$5.9M (+$2.3M)
Filed 2026-10-21
Jeter Robert S II
INCREASED
Shares25,968 from 13,981
Change+11,987 (+86%)
Value$5.9M (+$3.0M)
Filed 2026-10-16
Riverbend Wealth Management, LLC
DECREASED
Shares25,936 from 26,000
Change-64 (0%)
Value$5.9M (+$720.9K)
Filed 2026-10-15
Capital Advisors, Ltd. LLC
DECREASED
Shares25,929 from 26,040
Change-111 (0%)
Value$5.9K (+$712)
Filed 2026-10-27
Woodmont Investment Counsel LLC
INCREASED
Shares25,906 from 21,862
Change+4,044 (+19%)
Value$5.9M (+$1.5M)
Filed 2026-10-29
GatePass Capital, LLC
INCREASED
Shares25,893 from 18,934
Change+6,959 (+37%)
Value$5.9M (+$2.1M)
Filed 2026-11-09
Opal Wealth Advisors, LLC
INCREASED
Shares25,825 from 24,036
Change+1,789 (+7%)
Value$5.9M (+$1.1M)
Filed 2026-10-16
Unique Wealth, LLC
INCREASED
Shares25,823 from 25,164
Change+659 (+3%)
Value$5.9M (+$862.4K)
Filed 2026-10-16
Nolet Wealth Management, LLC
INCREASED
Shares25,763 from 25,375
Change+388 (+2%)
Value$5.9M (+$806.5K)
Filed 2026-10-15
Rise Advisors, LLC
INCREASED
Shares25,695 from 24,788
Change+907 (+4%)
Value$5.9M (+$908.4K)
Filed 2026-10-16
Aletheian Wealth Advisors LLC
INCREASED
Shares25,688 from 24,252
Change+1,436 (+6%)
Value$5.9M (+$1.0M)
Filed 2026-10-08
Lodestone Wealth Management LLC
INCREASED
Shares25,687 from 25,488
Change+199 (+1%)
Value$5.9M (+$766.5K)
Filed 2026-10-14
Gilpin Wealth Management, LLC
INCREASED
Shares25,656 from 25,549
Change+107 (+0%)
Value$5.9M (+$747.2K)
Filed 2026-10-09
Banque de Luxembourg S.A.
DECREASED
Shares25,652 from 27,359
Change-1,707 (-6%)
Value$5.9M (+$384.1K)
Filed 2026-10-14
Endeavor Private Wealth, Inc.
DECREASED
Shares25,645 from 25,876
Change-231 (-1%)
Value$5.9M (+$685.8K)
Filed 2026-11-05
Pathway Financial Advisers, LLC
INCREASED
Shares25,581 from 25,252
Change+329 (+1%)
Value$5.8M (+$789.6K)
Filed 2026-10-27
Uptick Partners, LLC
INCREASED
Shares25,578 from 23,634
Change+1,944 (+8%)
Value$5.8M (+$1.1M)
Filed 2026-11-04
Zinnia Wealth Advisory, LLC
DECREASED
Shares25,572 from 27,965
Change-2,393 (-9%)
Value$5.8M (+$244.6K)
Filed 2026-11-06
Insight Wealth Partners, LLC
DECREASED
Shares25,549 from 28,500
Change-2,951 (-10%)
Value$5.8M (+$132.3K)
Filed 2026-10-26
White Pine Capital LLC
INCREASED
Shares25,522 from 24,735
Change+787 (+3%)
Value$5.8M (+$879.5K)
Filed 2026-11-09
Cannon Advisors, Inc.
INCREASED
Shares25,470 from 23,285
Change+2,185 (+9%)
Value$5.8M (+$888.7K)
Filed 2026-10-14
Salvus Wealth Management, LLC
INCREASED
Shares25,468 from 25,232
Change+236 (+1%)
Value$5.8M (+$767.7K)
Filed 2026-10-13
Legacy Wealth Partners, LLC
INCREASED
Shares25,442 from 24,993
Change+449 (+2%)
Value$5.8M (+$809.7K)
Filed 2026-10-15
Bria Capital Group, LLC
DECREASED
Shares25,350 from 33,296
Change-7,946 (-24%)
Value$5.8M (-$872.8K)
Filed 2026-10-22
Mandatum Life Insurance Co Ltd
INCREASED
Shares25,328 from 13,328
Change+12,000 (+90%)
Value$5.8M (+$3.1M)
Filed 2026-11-06
IVC Wealth Advisors LLC
DECREASED
Shares25,316 from 25,654
Change-338 (-1%)
Value$5.8M (+$648.6K)
Filed 2026-10-23
First Nebraska Trust Co
DECREASED
Shares25,305 from 25,535
Change-230 (-1%)
Value$5.8M (+$669.9K)
Filed 2026-10-30
CWC Advisors, Llc.
DECREASED
Shares25,253 from 30,332
Change-5,079 (-17%)
Value$5.8M (-$301.9K)
Filed 2026-10-15
RPS Advisory Solutions LLC
DECREASED
Shares25,220 from 29,070
Change-3,850 (-13%)
Value$5.8M (-$56.9K)
Filed 2026-11-09
First Pacific Financial
DECREASED
Shares25,173 from 26,259
Change-1,086 (-4%)
Value$5.7M (+$494.8K)
Filed 2026-10-14
J. Derek Lewis & Associates Inc.
DECREASED
Shares25,135 from 25,942
Change-807 (-3%)
Value$5.7M (+$543.8K)
Filed 2026-11-03
Quad-Cities Investment Group, LLC
DECREASED
Shares25,124 from 25,829
Change-705 (-3%)
Value$5.7M (+$569.7K)
Filed 2026-10-16
Atala Financial Inc
INCREASED
Shares25,113 from 24,688
Change+425 (+2%)
Value$5.7M (+$795.5K)
Filed 2026-10-22
Farrow Financial, Inc.
DECREASED
Shares24,971 from 25,042
Change-71 (0%)
Value$5.7M (+$692.2K)
Filed 2026-10-30
Ejmk Ventures LLC
INCREASED
Shares24,943 from 24,180
Change+763 (+3%)
Value$5.7M (+$861.2K)
Filed 2026-10-21
Old Mission Investment Co LLC
INCREASED
Shares24,943 from 24,854
Change+89 (+0%)
Value$5.7M (+$729.7K)
Filed 2026-10-22
Evolution Wealth Advisors, LLC
INCREASED
Shares24,938 from 22,225
Change+2,713 (+12%)
Value$5.7M (+$1.2M)
Filed 2026-11-03
Braeburn Wealth Management LLC
INCREASED
Shares24,921 from 19,809
Change+5,112 (+26%)
Value$5.7M (+$1.7M)
Filed 2026-10-15
Nordwand Advisors, LLC
INCREASED
Shares24,894 from 24,008
Change+886 (+4%)
Value$5.7M (+$881.5K)
Filed 2026-11-05
Latitude Advisors, LLC
INCREASED
Shares24,883 from 24,771
Change+112 (+0%)
Value$5.7M (+$726.2K)
Filed 2026-10-27
Pacific Capital Partners Ltd
INCREASED
Shares24,869 from 14,980
Change+9,889 (+66%)
Value$5.7M (+$2.7M)
Filed 2026-10-28
Legal Advantage Investments, Inc.
UNCHANGED
Shares24,856 from 24,856
Change0 (0%)
Value$5.7M (+$703.2K)
Filed 2026-10-13
Pinnacle West Asset Management, Inc.
DECREASED
Shares24,815 from 25,515
Change-700 (-3%)
Value$5.7K (-$5.1M)
Filed 2026-11-09
GS Investments, Inc.
DECREASED
Shares24,791 from 25,602
Change-811 (-3%)
Value$5.7M (+$539.1K)
Filed 2026-11-05
Register Financial Advisors LLC
INCREASED
Shares24,756 from 23,842
Change+914 (+4%)
Value$5.7M (+$883.2K)
Filed 2026-10-23
Solidarity Wealth, LLC
INCREASED
Shares24,733 from 24,074
Change+659 (+3%)
Value$5.6M (+$831.6K)
Filed 2026-10-15
D.B. Root & Company, LLC
INCREASED
Shares24,721 from 23,992
Change+729 (+3%)
Value$5.6M (+$845.2K)
Filed 2026-11-04
Allegiance Financial Group Advisory Services LLC
INCREASED
Shares24,702 from 20,408
Change+4,294 (+21%)
Value$5.6M (+$1.6M)
Filed 2026-11-02
Trueblood Wealth Management, LLC
DECREASED
Shares24,643 from 25,372
Change-729 (-3%)
Value$5.6M (+$551.3K)
Filed 2026-10-23
AXS Investments LLC
DECREASED
Shares24,606 from 25,501
Change-895 (-4%)
Value$5.6M (+$517.0K)
Filed 2026-11-04
Richardson Financial Services Inc.
INCREASED
Shares24,545 from 24,306
Change+239 (+1%)
Value$5.6M (+$742.2K)
Filed 2026-10-30
Pinkerton Wealth, LLC
DECREASED
Shares24,518 from 24,672
Change-154 (-1%)
Value$5.6M (+$1.3M)
Filed 2026-10-29
Boyce & Associates Wealth Consulting, Inc.
INCREASED
Shares24,500 from 24,246
Change+254 (+1%)
Value$5.6M (+$744.0K)
Filed 2026-10-14
Keudell ison Wealth Management
INCREASED
Shares24,484 from 22,661
Change+1,823 (+8%)
Value$5.6M (+$1.1M)
Filed 2026-10-16
PCA Investment Advisory Services Inc.
INCREASED
Shares24,466 from 23,996
Change+470 (+2%)
Value$5.6M (+$786.1K)
Filed 2026-10-13
Chesapeake Capital Corp
INCREASED
Shares24,427 from 10,830
Change+13,597 (+126%)
Value$5.6M (+$3.4M)
Filed 2026-11-09
Invera Wealth Advisors, LLC
INCREASED
Shares24,392 from 24,388
Change+4 (+0%)
Value$5.6M (+$690.9K)
Filed 2026-10-28
Levin Capital Strategies, L.P.
INCREASED
Shares24,381 from 24,248
Change+133 (+1%)
Value$5.6M (+$716.8K)
Filed 2026-11-02
Wealth Group, Ltd.
DECREASED
Shares24,357 from 104,675
Change-80,318 (-77%)
Value$5.6K (-$20.9M)
Filed 2026-10-30
Caliber Wealth Management, LLC / KS
INCREASED
Shares24,348 from 23,594
Change+754 (+3%)
Value$5.6M (+$839.7K)
Filed 2026-11-04
Udine Wealth Management, Inc.
INCREASED
Shares24,301 from 24,201
Change+100 (+0%)
Value$5.5M (+$707.5K)
Filed 2026-10-23
Southland Equity Partners LLC
INCREASED
Shares24,297 from 24,008
Change+289 (+1%)
Value$5.5M (+$745.2K)
Filed 2026-10-14
Northern Financial Advisors Inc
INCREASED
Shares24,277 from 23,711
Change+566 (+2%)
Value$5.5M (+$800.0K)
Filed 2026-10-29
Tlwm
INCREASED
Shares24,272 from 24,182
Change+90 (+0%)
Value$5.5M (+$704.7K)
Filed 2026-10-09
Amplius Wealth Advisors, LLC
INCREASED
Shares24,268 from 15,145
Change+9,123 (+60%)
Value$5.5M (+$2.5M)
Filed 2026-10-20
Armstrong, Fleming & Moore, Inc
DECREASED
Shares24,220 from 24,242
Change-22 (0%)
Value$5.5M (+$680.8K)
Filed 2026-10-28
Vilga Financial Planning LLC
INCREASED
Shares24,214 from 23,487
Change+727 (+3%)
Value$5.5M (+$830.5K)
Filed 2026-10-09
Towerpoint Wealth, LLC
DECREASED
Shares24,182 from 24,544
Change-362 (-1%)
Value$5.5M (+$611.7K)
Filed 2026-10-13
Bigelow Investment Advisors, LLC
INCREASED
Shares24,172 from 24,003
Change+169 (+1%)
Value$5.5M (+$717.6K)
Filed 2026-10-13
Morton Capital Management LLC
INCREASED
Shares24,166 from 23,426
Change+740 (+3%)
Value$5.5M (+$831.7K)
Filed 2026-10-23
Investment Partners Asset Management, Inc.
DECREASED
Shares24,129 from 24,211
Change-82 (0%)
Value$5.5M (+$666.2K)
Filed 2026-10-09
Kuhn & Co Investment Counsel
DECREASED
Shares24,127 from 26,925
Change-2,798 (-10%)
Value$5.5M (+$122.7K)
Filed 2026-10-29
Shum Financial Group, Inc.
INCREASED
Shares24,101 from 23,585
Change+516 (+2%)
Value$5.5M (+$785.1K)
Filed 2026-10-13
Philadelphia Investment Partners, LLC
DECREASED
Shares24,099 from 24,684
Change-585 (-2%)
Value$5.5M (+$470.9K)
Filed 2026-11-09
Abound Wealth Management
INCREASED
Shares24,095 from 21,711
Change+2,384 (+11%)
Value$5.5M (+$1.2M)
Filed 2026-10-26
Cedarwood Wealth LLC
INCREASED
Shares24,095 from 23,500
Change+595 (+3%)
Value$5.5M (+$800.6K)
Filed 2026-11-09
Meridian Financial Partners LLC
INCREASED
Shares24,084 from 23,897
Change+187 (+1%)
Value$5.2M (+$153.6K)
Filed 2026-10-23
G&S Capital LLC
DECREASED
Shares24,032 from 24,079
Change-47 (0%)
Value$5.5M (+$670.4K)
Filed 2026-10-23
Global Trust Asset Management, LLC
INCREASED
Shares24,028 from 23,968
Change+60 (+0%)
Value$5.5M (+$691.7K)
Filed 2026-10-19
Taylor & Morgan Wealth Management, LLC
DECREASED
Shares24,009 from 24,165
Change-156 (-1%)
Value$5.5M (+$648.0K)
Filed 2026-10-09
Legacy Capital Group California, Inc.
INCREASED
Shares24,004 from 21,913
Change+2,091 (+10%)
Value$5.5M (+$1.1M)
Filed 2026-11-09
Boyd Watterson Asset Management LLC
UNCHANGED
Shares24,000 from 24,000
Change0 (0%)
Value$5.5M (+$679.0K)
Filed 2026-11-06
TFC Financial Management, Inc.
INCREASED
Shares23,984 from 23,959
Change+25 (+0%)
Value$5.5M (+$683.5K)
Filed 2026-10-26
Grey Ledge Advisors, LLC
DECREASED
Shares23,975 from 25,406
Change-1,431 (-6%)
Value$5.5M (+$392.0K)
Filed 2026-11-02
Bedel Financial Consulting, Inc.
DECREASED
Shares23,964 from 25,990
Change-2,026 (-8%)
Value$5.5M (+$272.4K)
Filed 2026-11-06
Phillips Financial Management, LLC
INCREASED
Shares23,804 from 23,385
Change+419 (+2%)
Value$5.4M (+$757.3K)
Filed 2026-10-19
Asset Planning,Inc
UNCHANGED
Shares23,781 from 23,781
Change0 (0%)
Value$5.4M (+$672.8K)
Filed 2026-10-26
Owl Creek Wealth Partners LLC
INCREASED
Shares23,764 from 23,223
Change+541 (+2%)
Value$5.4M (+$780.5K)
Filed 2026-10-20
FDx Advisors, Inc.
DECREASED
Shares23,734 from 23,939
Change-205 (-1%)
Value$5.4K (-$4.8M)
Filed 2026-11-09
Carrera Capital Advisors
INCREASED
Shares23,695 from 12,288
Change+11,407 (+93%)
Value$5.4M (+$3.0M)
Filed 2026-11-03
Capstone Wealth Management Group, LLC
DECREASED
Shares23,684 from 24,787
Change-1,103 (-4%)
Value$4.4M (-$540.6K)
Filed 2026-11-05
Prairie Advisory, LLC
INCREASED
Shares23,634 from 12,270
Change+11,364 (+93%)
Value$5.4M (+$2.9M)
Filed 2026-10-19
Nearside Advisors, LLC
NEW
Shares23,625
Change+23,625
Value$5.4M
Filed 2026-10-20
Redstone Wealth Management, LLC
INCREASED
Shares23,617 from 23,576
Change+41 (+0%)
Value$5.4M (+$676.4K)
Filed 2026-10-20
Core Wealth Partners LLC
INCREASED
Shares23,596 from 23,095
Change+501 (+2%)
Value$5.4M (+$767.8K)
Filed 2026-11-02
GK Wealth Management LLC
DECREASED
Shares23,595 from 28,314
Change-4,719 (-17%)
Value$5.4M (-$276.4K)
Filed 2026-10-09
Hamilton Capital, LLC
INCREASED
Shares23,547 from 21,472
Change+2,075 (+10%)
Value$5.4M (+$1.1M)
Filed 2026-10-08
Pekin Hardy Strauss, Inc.
INCREASED
Shares23,506 from 20,075
Change+3,431 (+17%)
Value$5.4M (+$1.4M)
Filed 2026-11-02
Bourne Lent Asset Management Inc
DECREASED
Shares23,500 from 24,340
Change-840 (-3%)
Value$5.4M (+$496.7K)
Filed 2026-11-05
Rosenberg Matthew Hamilton
INCREASED
Shares23,475 from 23,468
Change+7 (+0%)
Value$5.4M (+$665.5K)
Filed 2026-10-05
ANB Bank
DECREASED
Shares23,372 from 23,920
Change-548 (-2%)
Value$5.3M (+$551.5K)
Filed 2026-10-09
Vima LLC
INCREASED
Shares23,369 from 23,367
Change+2 (+0%)
Value$5.3M (+$667.1K)
Filed 2026-10-23
Sidoxia Capital Management, LLC
INCREASED
Shares23,355 from 20,992
Change+2,363 (+11%)
Value$5.3M (+$1.1M)
Filed 2026-10-28
First United Bank & Trust
INCREASED
Shares23,278 from 22,992
Change+286 (+1%)
Value$5.3M (+$715.8K)
Filed 2026-10-22
Arta Finance Wealth Management LLC
DECREASED
Shares23,272 from 25,056
Change-1,784 (-7%)
Value$5.3M (+$301.4K)
Filed 2026-10-28
BFI Infinity Ltd.
INCREASED
Shares23,229 from 2,200
Change+21,029 (+956%)
Value$5.3M (+$4.9M)
Filed 2026-10-16
Ares Financial Consulting, LLC
INCREASED
Shares23,223 from 22,819
Change+404 (+2%)
Value$5.3M (+$737.8K)
Filed 2026-10-19
Center For Asset Management LLC
INCREASED
Shares23,219 from 22,021
Change+1,198 (+5%)
Value$5.3M (+$896.6K)
Filed 2026-10-16
Green Ridge Wealth Planning LLC
DECREASED
Shares23,096 from 24,131
Change-1,035 (-4%)
Value$5.3M (+$446.2K)
Filed 2026-10-08
Providence Wealth Advisors, LLC
INCREASED
Shares23,040 from 22,974
Change+66 (+0%)
Value$5.4M (+$903.2K)
Filed 2026-10-29
MN Wealth Advisors, LLC
INCREASED
Shares23,013 from 21,000
Change+2,013 (+10%)
Value$5.3M (+$1.1M)
Filed 2026-10-23
Evermay Wealth Management LLC
INCREASED
Shares22,963 from 21,493
Change+1,470 (+7%)
Value$5.2M (+$946.1K)
Filed 2026-11-05
Sutton Place Investors LLC
INCREASED
Shares22,924 from 22,543
Change+381 (+2%)
Value$5.2M (+$724.8K)
Filed 2026-10-20
Pacific Sage Partners, LLC
DECREASED
Shares22,916 from 23,476
Change-560 (-2%)
Value$5.2M (+$536.2K)
Filed 2026-10-21
MKP Capital Management, L.L.C.
DECREASED
Shares22,900 from 104,000
Change-81,100 (-78%)
Value$5.2M (-$15.6M)
Filed 2026-11-04
Alternative Investment Advisors, Llc.
INCREASED
Shares22,891 from 22,008
Change+883 (+4%)
Value$5.2M (+$824.5K)
Filed 2026-11-03
Balentine LLC
DECREASED
Shares22,865 from 46,379
Change-23,514 (-51%)
Value$5.2M (-$4.1M)
Filed 2026-11-03
PFW Advisors LLC
INCREASED
Shares22,855 from 22,375
Change+480 (+2%)
Value$5.2M (+$742.6K)
Filed 2026-10-07
Mustard Seed Financial, LLC
INCREASED
Shares22,798 from 22,668
Change+130 (+1%)
Value$5.2M (+$671.0K)
Filed 2026-10-30
Aldebaran Financial Inc.
DECREASED
Shares22,773 from 22,774
Change-1 (0%)
Value$5.2M (+$644.1K)
Filed 2026-11-06
Advisor Resource Council
DECREASED
Shares22,761 from 26,893
Change-4,132 (-15%)
Value$5.4M (+$163.8K)
Filed 2026-11-05
Leisure Capital Management
DECREASED
Shares22,684 from 22,989
Change-305 (-1%)
Value$5.2M (+$580.7K)
Filed 2026-11-03
Baron Wealth Management LLC
DECREASED
Shares22,677 from 23,604
Change-927 (-4%)
Value$5.2M (+$456.1K)
Filed 2026-10-27
True Freedom Investing, LLC
INCREASED
Shares22,660 from 22,443
Change+217 (+1%)
Value$5.2M (+$1.3M)
Filed 2026-10-29
Wealth Quarterback LLC
INCREASED
Shares22,647 from 22,472
Change+175 (+1%)
Value$5.2M (+$675.6K)
Filed 2026-10-20
Sanchez Gaunt Capital Management, LLC
DECREASED
Shares22,610 from 22,994
Change-384 (-2%)
Value$5.2M (+$562.8K)
Filed 2026-11-03
Whitaker-Myers Wealth Managers, Ltd.
INCREASED
Shares22,606 from 13,748
Change+8,858 (+64%)
Value$5.2M (+$2.4M)
Filed 2026-10-09
Obsidian CIO, LLC
DECREASED
Shares22,587 from 22,987
Change-400 (-2%)
Value$5.2M (+$558.9K)
Filed 2026-11-05
Meridian Wealth Partners, LLC
INCREASED
Shares22,568 from 21,787
Change+781 (+4%)
Value$5.2M (+$794.6K)
Filed 2026-11-09
Private Client Services, LLC
DECREASED
Shares22,554 from 23,777
Change-1,223 (-5%)
Value$5.2M (+$393.3K)
Filed 2026-10-02
Encompass More Asset Management
DECREASED
Shares22,544 from 27,610
Change-5,066 (-18%)
Value$5.1M (-$376.0K)
Filed 2026-10-16
Tuttle Capital Management, LLC
INCREASED
Shares22,531 from 4,133
Change+18,398 (+445%)
Value$5.1M (+$4.3M)
Filed 2026-10-21
Nicholas Wealth, Llc.
INCREASED
Shares22,499 from 22,471
Change+28 (+0%)
Value$5.1M (+$642.1K)
Filed 2026-10-26
Augustine Asset Management Inc
INCREASED
Shares22,448 from 12,847
Change+9,601 (+75%)
Value$5.1M (+$2.6M)
Filed 2026-10-13
Paladin Wealth, LLC
DECREASED
Shares22,444 from 22,946
Change-502 (-2%)
Value$5.1M (+$534.5K)
Filed 2026-10-23
Lpwm LLC
DECREASED
Shares22,411 from 22,753
Change-342 (-1%)
Value$5.1M (+$565.6K)
Filed 2026-10-20
Capstone Wealth Management Group, Inc.
DECREASED
Shares22,391 from 22,669
Change-278 (-1%)
Value$5.1M (+$577.8K)
Filed 2026-10-19
NWM Advisors, LLC
DECREASED
Shares22,390 from 22,606
Change-216 (-1%)
Value$5.1M (+$590.2K)
Filed 2026-11-09
BayBridge Capital Group, LLC
INCREASED
Shares22,370 from 19,251
Change+3,119 (+16%)
Value$5.1M (+$1.3M)
Filed 2026-10-13
JFS Wealth Advisors, LLC
INCREASED
Shares22,274 from 22,263
Change+11 (+0%)
Value$5.1M (+$633.8K)
Filed 2026-11-03
North Point Portfolio Managers Corp
INCREASED
Shares22,211 from 1,252
Change+20,959 (+1674%)
Value$5.1M (+$4.8M)
Filed 2026-10-07
Paradigm Asset Management Co LLC
DECREASED
Shares22,200 from 27,400
Change-5,200 (-19%)
Value$5.1M (-$412.4K)
Filed 2026-11-05
Focus Wealth Advisors, LLC
DECREASED
Shares22,134 from 22,399
Change-265 (-1%)
Value$5.1M (+$573.1K)
Filed 2026-10-14
RHL Group, LLC
INCREASED
Shares22,130 from 11,616
Change+10,514 (+91%)
Value$5.1M (+$2.7M)
Filed 2026-11-04
Cahaba Wealth Management, Inc.
INCREASED
Shares22,120 from 20,713
Change+1,407 (+7%)
Value$5.1M (+$907.3K)
Filed 2026-10-26
Peterson Wealth Management
INCREASED
Shares22,069 from 21,639
Change+430 (+2%)
Value$5.0M (+$710.4K)
Filed 2026-11-06
Fulcrum Equity Management
DECREASED
Shares22,011 from 22,507
Change-496 (-2%)
Value$5.0M (+$523.4K)
Filed 2026-10-21
Pachira Investments Inc.
INCREASED
Shares22,007 from 13,163
Change+8,844 (+67%)
Value$5.0M (+$2.4M)
Filed 2026-10-14
Townsend Asset Management Corp
DECREASED
Shares21,999 from 22,080
Change-81 (0%)
Value$5.0M (+$606.1K)
Filed 2026-10-29
Primoris Wealth Advisors, LLC
DECREASED
Shares21,989 from 22,729
Change-740 (-3%)
Value$5.0M (+$474.0K)
Filed 2026-10-28
Piedmont Capital Management, LLC
DECREASED
Shares21,959 from 22,256
Change-297 (-1%)
Value$5.0M (+$561.8K)
Filed 2026-10-21
SoundView Advisors Inc.
INCREASED
Shares21,933 from 21,927
Change+6 (+0%)
Value$5.0K (-$4.4M)
Filed 2026-11-04
Fourpath Capital Management, LLC
INCREASED
Shares21,910 from 18,966
Change+2,944 (+16%)
Value$5.0M (+$1.2M)
Filed 2026-10-19
Fusion Capital, LLC
INCREASED
Shares21,857 from 21,620
Change+237 (+1%)
Value$5.0M (+$665.8K)
Filed 2026-10-28
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED
Shares21,843 from 19,481
Change+2,362 (+12%)
Value$5.0M (+$1.1M)
Filed 2026-10-13
Themes Management Co LLC
DECREASED
Shares21,834 from 22,277
Change-443 (-2%)
Value$5.0M (+$529.0K)
Filed 2026-10-29
Market Street Wealth Management Advisors LLC
INCREASED
Shares21,828 from 20,305
Change+1,523 (+8%)
Value$5.0M (+$922.3K)
Filed 2026-10-09
Wealthgarden F.S. LLC
DECREASED
Shares21,810 from 24,286
Change-2,476 (-10%)
Value$5.0M (+$121.4K)
Filed 2026-11-09
Montgomery Investment Management Inc
INCREASED
Shares21,771 from 6,071
Change+15,700 (+259%)
Value$5.0M (+$3.8M)
Filed 2026-10-26
Lodestar Private Asset Management LLC
DECREASED
Shares21,752 from 21,825
Change-73 (0%)
Value$5.0M (+$600.7K)
Filed 2026-10-26
Mid-American Wealth Advisory Group, Inc.
INCREASED
Shares21,710 from 20,066
Change+1,644 (+8%)
Value$5.0M (+$943.1K)
Filed 2026-10-21
Walser Wealth Management Company, A Ltd Liability Co
INCREASED
Shares21,687 from 19,801
Change+1,886 (+10%)
Value$5.0M (+$990.8K)
Filed 2026-10-15
PUREfi Wealth, LLC
INCREASED
Shares21,661 from 21,004
Change+657 (+3%)
Value$4.9M (+$744.2K)
Filed 2026-10-19
Churchill Financial Advisors, LLC
INCREASED
Shares21,659 from 19,744
Change+1,915 (+10%)
Value$4.9M (+$995.9K)
Filed 2026-10-20
Adamsbrown Wealth Consultants LLC
DECREASED
Shares21,634 from 22,091
Change-457 (-2%)
Value$4.9M (+$520.6K)
Filed 2026-10-20
Lifestyle Asset Management, Inc.
INCREASED
Shares21,601 from 20,063
Change+1,538 (+8%)
Value$4.9M (+$918.8K)
Filed 2026-10-20
Wendell David Associates Inc
INCREASED
Shares21,598 from 20,670
Change+928 (+4%)
Value$4.9K (-$4.1M)
Filed 2026-10-27
Redwood Financial Network Corp
DECREASED
Shares21,570 from 22,296
Change-726 (-3%)
Value$4.9M (+$465.0K)
Filed 2026-11-03
Solitude Financial Services
INCREASED
Shares21,569 from 21,540
Change+29 (+0%)
Value$4.9M (+$616.0K)
Filed 2026-10-26
Woodley Farra Manion Portfolio Management Inc
DECREASED
Shares21,463 from 21,579
Change-116 (-1%)
Value$4.9M (+$589.5K)
Filed 2026-11-05
Tannin Capital LLC
DECREASED
Shares21,457 from 22,800
Change-1,343 (-6%)
Value$4.9M (+$338.3K)
Filed 2026-11-05
Alliance Private Wealth, LLC
DECREASED
Shares21,444 from 23,734
Change-2,290 (-10%)
Value$4.9M (+$148.4K)
Filed 2026-10-20
Fortune 45 LLC
INCREASED
Shares21,375 from 20,742
Change+633 (+3%)
Value$4.9M (+$730.6K)
Filed 2026-10-14
IronOak Wealth Llc.
NEW
Shares21,363
Change+21,363
Value$4.9M
Filed 2026-11-06
Clearwater Capital Advisors, LLC
INCREASED
Shares21,311 from 21,143
Change+168 (+1%)
Value$4.9M (+$636.4K)
Filed 2026-11-06
Choice Wealth Advisors LLC
UNCHANGED
Shares21,302 from 21,302
Change0 (0%)
Value$4.9M (+$602.6K)
Filed 2026-10-16
Loudon Investment Management, LLC
INCREASED
Shares21,277 from 19,082
Change+2,195 (+12%)
Value$4.9M (+$1.0M)
Filed 2026-11-06
Barden Capital Management, Inc.
DECREASED
Shares21,268 from 21,564
Change-296 (-1%)
Value$4.9M (+$542.4K)
Filed 2026-10-09
Heritage Wealth Management, Inc.
INCREASED
Shares21,236 from 20,956
Change+280 (+1%)
Value$4.8M (+$656.8K)
Filed 2026-10-28
Genesee Capital Advisors, LLC
DECREASED
Shares21,213 from 22,051
Change-838 (-4%)
Value$4.8M (+$432.5K)
Filed 2026-10-20
Kennebec Savings Bank
DECREASED
Shares21,153 from 21,436
Change-283 (-1%)
Value$4.8M (+$541.8K)
Filed 2026-10-22
Atticus Wealth Management, LLC
INCREASED
Shares21,141 from 17,881
Change+3,260 (+18%)
Value$4.8M (+$1.3M)
Filed 2026-10-20
Seamount Financial Group Inc
INCREASED
Shares21,100 from 19,176
Change+1,924 (+10%)
Value$4.8M (+$981.9K)
Filed 2026-10-21
Discipline Wealth Solutions, LLC
DECREASED
Shares21,042 from 21,317
Change-275 (-1%)
Value$4.8M (+$540.2K)
Filed 2026-10-14
WealthTrust Asset Management, LLC
DECREASED
Shares20,980 from 21,098
Change-118 (-1%)
Value$4.8M (+$569.9K)
Filed 2026-10-22
James J. Burns & Company, LLC
DECREASED
Shares20,978 from 21,469
Change-491 (-2%)
Value$4.8M (+$495.2K)
Filed 2026-10-22
Wescott Financial Advisory Group, LLC
INCREASED
Shares20,966 from 15,169
Change+5,797 (+38%)
Value$4.8M (+$1.8M)
Filed 2026-11-09
Planned Solutions, Inc.
INCREASED
Shares20,935 from 20,585
Change+350 (+2%)
Value$4.8M (+$662.3K)
Filed 2026-10-19
Guardian Partners Inc.
INCREASED
Shares20,891 from 15,728
Change+5,163 (+33%)
Value$4.8M (+$1.6M)
Filed 2026-10-21
Curran Financial Partners, LLC
INCREASED
Shares20,886 from 19,487
Change+1,399 (+7%)
Value$4.8M (+$870.8K)
Filed 2026-11-04
Luts & Greenleigh Group, Inc.
DECREASED
Shares20,885 from 21,224
Change-339 (-2%)
Value$4.8M (+$523.0K)
Filed 2026-11-05
Gill Capital Partners, LLC
INCREASED
Shares20,879 from 20,862
Change+17 (+0%)
Value$4.8M (+$594.1K)
Filed 2026-10-13
Black Diamond Financial, LLC
INCREASED
Shares20,843 from 18,715
Change+2,128 (+11%)
Value$4.8M (+$1.0M)
Filed 2026-10-26
Lauterbach Financial Advisors, LLC
DECREASED
Shares20,829 from 25,279
Change-4,450 (-18%)
Value$4.8M (-$301.2K)
Filed 2026-10-21
McNaughton Wealth Management, LLC
INCREASED
Shares20,804 from 19,967
Change+837 (+4%)
Value$4.8M (+$756.0K)
Filed 2026-10-09
Connecticut Capital Management Group, LLC
INCREASED
Shares20,793 from 20,177
Change+616 (+3%)
Value$4.7M (+$711.5K)
Filed 2026-10-29
BAM Wealth Management, LLC
INCREASED
Shares20,784 from 19,325
Change+1,459 (+8%)
Value$4.7M (+$879.9K)
Filed 2026-10-15
Enzi Wealth
INCREASED
Shares20,780 from 20,058
Change+722 (+4%)
Value$4.7M (+$500.4K)
Filed 2026-10-14
Elco Management Co., LLC
DECREASED
Shares20,738 from 31,408
Change-10,670 (-34%)
Value$4.7M (-$1.5M)
Filed 2026-10-14
Mosley Wealth Management
INCREASED
Shares20,714 from 19,440
Change+1,274 (+7%)
Value$4.5M (+$609.9K)
Filed 2026-10-16
Cambridge Advisors Inc.
INCREASED
Shares20,706 from 20,597
Change+109 (+1%)
Value$4.7M (+$607.6K)
Filed 2026-10-19
Spring Capital Management, LLC
INCREASED
Shares20,619 from 20,470
Change+149 (+1%)
Value$4.7M (+$613.1K)
Filed 2026-10-09
Bell Investment Advisors, Inc
INCREASED
Shares20,594 from 19,254
Change+1,340 (+7%)
Value$4.7M (+$850.7K)
Filed 2026-10-29
Pacific Wealth Strategies Group, Inc.
DECREASED
Shares20,515 from 26,285
Change-5,770 (-22%)
Value$4.7M (-$574.1K)
Filed 2026-11-02
Petros Family Wealth, LLC
INCREASED
Shares20,482 from 19,696
Change+786 (+4%)
Value$4.7M (+$736.8K)
Filed 2026-10-28
Addison Capital Co
DECREASED
Shares20,478 from 20,779
Change-301 (-1%)
Value$4.7M (+$519.1K)
Filed 2026-11-09
Monument Capital Management
INCREASED
Shares20,474 from 19,664
Change+810 (+4%)
Value$4.7M (+$741.3K)
Filed 2026-10-09
Myriad Asset Management US LP
INCREASED
Shares20,461 from 17,889
Change+2,572 (+14%)
Value$4.7M (+$1.1M)
Filed 2026-11-03
Worth Asset Management, LLC
INCREASED
Shares20,407 from 16,608
Change+3,799 (+23%)
Value$4.7M (+$1.3M)
Filed 2026-10-07
Scheeler Financial LLC
NEW
Shares20,400
Change+20,400
Value$4.7M
Filed 2026-10-13
Gouws Capital LLC
INCREASED
Shares20,350 from 18,265
Change+2,085 (+11%)
Value$4.6M (+$992.9K)
Filed 2026-10-09
Proathlete Wealth Management LLC
INCREASED
Shares20,329 from 15,432
Change+4,897 (+32%)
Value$4.6M (+$1.6M)
Filed 2026-10-15
BCS Wealth Management
DECREASED
Shares20,302 from 22,186
Change-1,884 (-8%)
Value$4.6M (+$197.3K)
Filed 2026-11-03
First Financial Corp
DECREASED
Shares20,300 from 20,776
Change-476 (-2%)
Value$4.6M (+$479.0K)
Filed 2026-10-13
Kwmg, LLC
INCREASED
Shares20,260 from 13,320
Change+6,940 (+52%)
Value$4.6M (+$2.0M)
Filed 2026-10-07
Baer Investment Advisory LLC
INCREASED
Shares20,225 from 20,051
Change+174 (+1%)
Value$4.6M (+$657.3K)
Filed 2026-10-13
Red Mountain Financial, LLC
DECREASED
Shares20,203 from 20,392
Change-189 (-1%)
Value$4.6M (+$533.6K)
Filed 2026-11-03
Factor Wealth Management LTD
DECREASED
Shares20,133 from 26,140
Change-6,007 (-23%)
Value$4.6M (-$632.4K)
Filed 2026-10-08
Financial Council, LLC
UNCHANGED
Shares20,099 from 20,099
Change0 (0%)
Value$4.6M (+$568.6K)
Filed 2026-11-02
Lee Financial Co
INCREASED
Shares20,089 from 19,153
Change+936 (+5%)
Value$4.6M (+$757.9K)
Filed 2026-10-16
Hoge Financial Services, LLC
INCREASED
Shares20,069 from 19,315
Change+754 (+4%)
Value$4.6M (+$718.6K)
Filed 2026-11-05
TBH Global Asset Management, LLC
DECREASED
Shares20,009 from 21,019
Change-1,010 (-5%)
Value$4.6M (+$363.8K)
Filed 2026-11-03
Uhlmann Price Securities, LLC
INCREASED
Shares19,984 from 19,730
Change+254 (+1%)
Value$4.6M (+$616.2K)
Filed 2026-11-03
Intelligence Driven Advisers, LLC
INCREASED
Shares19,978 from 18,575
Change+1,403 (+8%)
Value$4.6M (+$845.9K)
Filed 2026-10-09
Downshift Financial, LLC
INCREASED
Shares19,958 from 12,875
Change+7,083 (+55%)
Value$4.6M (+$2.0M)
Filed 2026-10-13
J. Team Financial, Inc.
INCREASED
Shares19,938 from 18,474
Change+1,464 (+8%)
Value$4.6M (+$856.8K)
Filed 2026-11-03
Arkfeld Wealth Strategies, L.L.C.
DECREASED
Shares19,906 from 20,148
Change-242 (-1%)
Value$4.7M (+$787.1K)
Filed 2026-10-19
Elevation Wealth Partners, LLC
INCREASED
Shares19,884 from 19,767
Change+117 (+1%)
Value$4.5M (+$585.9K)
Filed 2026-10-07
Yelin Lapidot Holdings Management Ltd.
INCREASED
Shares19,882 from 15,054
Change+4,828 (+32%)
Value$4.5M (+$1.5M)
Filed 2026-10-26
Nova Financial LLC
NEW
Shares19,851
Change+19,851
Value$4.5M
Filed 2026-11-04
Aurora Private Wealth, Inc.
INCREASED
Shares19,847 from 19,830
Change+17 (+0%)
Value$4.5K (-$4.0M)
Filed 2026-10-20
Prospera Capital Management, LLC
INCREASED
Shares19,843 from 19,443
Change+400 (+2%)
Value$4.5M (+$729.7K)
Filed 2026-10-19
Crumly & Associates Inc.
INCREASED
Shares19,814 from 12,988
Change+6,826 (+53%)
Value$4.5M (+$1.9M)
Filed 2026-10-07
Cornerstone National Bank & Trust Co
INCREASED
Shares19,787 from 16,312
Change+3,475 (+21%)
Value$4.6M (+$1.3M)
Filed 2026-10-20
B.O.S.S. Retirement Advisors, LLC
DECREASED
Shares19,775 from 34,840
Change-15,065 (-43%)
Value$4.5M (-$2.5M)
Filed 2026-10-26
Selective Wealth Management, Inc.
INCREASED
Shares19,679 from 14,459
Change+5,220 (+36%)
Value$4.3M (+$1.3M)
Filed 2026-10-16
PVG Asset Management Corp
INCREASED
Shares19,613 from 19,139
Change+474 (+2%)
Value$4.5M (+$649.7K)
Filed 2026-10-19
Cherrydale Wealth Management, LLC
INCREASED
Shares19,613 from 19,527
Change+86 (+0%)
Value$4.5M (+$571.4K)
Filed 2026-10-20
Bluedoor Private Wealth, LLC
INCREASED
Shares19,599 from 19,424
Change+175 (+1%)
Value$4.5M (+$589.5K)
Filed 2026-11-05
Foundry Financial LLC
INCREASED
Shares19,596 from 17,831
Change+1,765 (+10%)
Value$4.5M (+$907.6K)
Filed 2026-10-16
Channing Global Advisors, LLC
NEW
Shares19,510
Change+19,510
Value$4.5M
Filed 2026-11-03
Curbstone Financial Management Corp
DECREASED
Shares19,500 from 19,800
Change-300 (-2%)
Value$4.5M (+$491.6K)
Filed 2026-10-21
Burns Matteson Capital Management, LLC
DECREASED
Shares19,472 from 21,112
Change-1,640 (-8%)
Value$4.4M (+$222.7K)
Filed 2026-10-16
Summit Financial Wealth Advisors, LLC
INCREASED
Shares19,465 from 18,391
Change+1,074 (+6%)
Value$4.4M (+$765.5K)
Filed 2026-10-15
Kurv Investment Management LLC
INCREASED
Shares19,448 from 17,852
Change+1,596 (+9%)
Value$4.4M (+$869.5K)
Filed 2026-10-28
Summit Wealth Group, LLC
INCREASED
Shares19,435 from 18,565
Change+870 (+5%)
Value$4.4M (+$723.9K)
Filed 2026-11-09
T3 Companies, LLC
INCREASED
Shares19,409 from 2,889
Change+16,520 (+572%)
Value$4.4M (+$3.9M)
Filed 2026-10-22
Frederick Financial Consultants, LLC
INCREASED
Shares19,401 from 18,662
Change+739 (+4%)
Value$4.4M (+$696.7K)
Filed 2026-10-29
Wellington Shields & Co., LLC
DECREASED
Shares19,400 from 70,423
Change-51,023 (-72%)
Value$4.4M (-$9.7M)
Filed 2026-11-03
Wellington Shields Capital Management, LLC
DECREASED
Shares19,400 from 41,041
Change-21,641 (-53%)
Value$4.4M (-$3.8M)
Filed 2026-11-03
Capital Management Associates
UNCHANGED
Shares19,400 from 19,400
Change0 (0%)
Value$4.4M (+$548.8K)
Filed 2026-11-03
Peak Financial Management, Inc.
DECREASED
Shares19,388 from 20,723
Change-1,335 (-6%)
Value$4.4M (+$281.4K)
Filed 2026-10-16
Transcendent Capital Group LLC
INCREASED
Shares19,375 from 19,162
Change+213 (+1%)
Value$4.4M (+$590.8K)
Filed 2026-10-28
SFM, LLC d/b/a Sweeney Financial Advisors
DECREASED
Shares19,345 from 24,743
Change-5,398 (-22%)
Value$4.4M (-$532.8K)
Filed 2026-10-14
Midland Wealth Advisors, LLC
INCREASED
Shares19,294 from 16,954
Change+2,340 (+14%)
Value$4.4M (+$1.0M)
Filed 2026-10-26
Instrumental Wealth, LLC
INCREASED
Shares19,232 from 18,336
Change+896 (+5%)
Value$4.4M (+$723.4K)
Filed 2026-10-20
Stonekeep Investments, LLC
INCREASED
Shares19,226 from 18,943
Change+283 (+1%)
Value$4.4M (+$4.4M)
Filed 2026-10-15
BXM Wealth LLC
INCREASED
Shares19,211 from 18,869
Change+342 (+2%)
Value$4.4M (+$611.9K)
Filed 2026-11-03
Marion Wealth Management
INCREASED
Shares19,208 from 19,035
Change+173 (+1%)
Value$4.4M (+$577.9K)
Filed 2026-10-22
Challenger Wealth Management
DECREASED
Shares19,204 from 20,481
Change-1,277 (-6%)
Value$4.4M (+$287.6K)
Filed 2026-10-30
Platt Wealth Management LLC
DECREASED
Shares19,139 from 22,426
Change-3,287 (-15%)
Value$4.4K (-$4.5M)
Filed 2026-11-04
Pacifica Partners Inc.
INCREASED
Shares19,112 from 18,690
Change+422 (+2%)
Value$4.4M (+$778.5K)
Filed 2026-10-09
Advisory Resource Group
INCREASED
Shares19,092 from 19,023
Change+69 (+0%)
Value$4.4M (+$554.0K)
Filed 2026-10-26
Mayfair Advisory Group, LLC
DECREASED
Shares19,063 from 19,116
Change-53 (0%)
Value$4.4M (+$399.6K)
Filed 2026-10-20
Deuterium Capital Management, LLC
UNCHANGED
Shares18,990 from 18,990
Change0 (0%)
Value$4.3M (+$537.2K)
Filed 2026-11-04
Clear Trail Advisors, LLC
INCREASED
Shares18,987 from 11,878
Change+7,109 (+60%)
Value$4.3M (+$2.0M)
Filed 2026-10-20
Washburn Capital Management, Inc.
DECREASED
Shares18,975 from 20,974
Change-1,999 (-10%)
Value$4.3M (+$137.0K)
Filed 2026-10-19
Laraway Financial Advisors Inc
DECREASED
Shares18,972 from 20,272
Change-1,300 (-6%)
Value$4.3M (+$276.6K)
Filed 2026-11-09
WBH Advisory Inc
INCREASED
Shares18,927 from 18,413
Change+514 (+3%)
Value$4.3M (+$638.3K)
Filed 2026-11-05
Cape ANN Savings Bank
DECREASED
Shares18,892 from 19,402
Change-510 (-3%)
Value$4.3M (+$432.4K)
Filed 2026-11-09
Global Strategic Investment Solutions, LLC
INCREASED
Shares18,889 from 18,413
Change+476 (+3%)
Value$4.3M (+$629.6K)
Filed 2026-10-16
Lighthouse Financial Services Inc
INCREASED
Shares18,859 from 15,154
Change+3,705 (+24%)
Value$4.3M (+$1.3M)
Filed 2026-11-02
Guardian Capital, LLC
DECREASED
Shares18,829 from 23,348
Change-4,519 (-19%)
Value$4.3M (-$371.7K)
Filed 2026-11-06
Rezny Wealth Management, Inc.
INCREASED
Shares18,829 from 18,400
Change+429 (+2%)
Value$4.3M (+$618.5K)
Filed 2026-10-15
Smith Shellnut Wilson LLC
DECREASED
Shares18,799 from 19,364
Change-565 (-3%)
Value$4.3M (+$418.8K)
Filed 2026-10-21
Putney Financial Group LLC
DECREASED
Shares18,770 from 19,080
Change-310 (-2%)
Value$4.3M (+$469.0K)
Filed 2026-10-30
Three Magnolias Financial Advisors, LLC
DECREASED
Shares18,729 from 25,675
Change-6,946 (-27%)
Value$4.3M (-$860.0K)
Filed 2026-10-14
LightSquare Wealth Management, LLC
DECREASED
Shares18,669 from 18,695
Change-26 (0%)
Value$4.3M (+$523.0K)
Filed 2026-11-03
Commonwealth Retirement Investments LLC
INCREASED
Shares18,656 from 16,830
Change+1,826 (+11%)
Value$4.3M (+$893.1K)
Filed 2026-10-26
Noble Wealth Management PBC
INCREASED
Shares18,609 from 18,516
Change+93 (+1%)
Value$4.2M (+$545.0K)
Filed 2026-10-01
Terra Nova Asset Management LLC
DECREASED
Shares18,597 from 19,226
Change-629 (-3%)
Value$4.2M (+$400.2K)
Filed 2026-10-13
Milestone Asset Management Group, LLC
INCREASED
Shares18,572 from 18,505
Change+67 (+0%)
Value$4.2M (+$538.8K)
Filed 2026-10-20
4Wealth Advisors, Inc.
DECREASED
Shares18,559 from 20,031
Change-1,472 (-7%)
Value$4.2M (+$311.6K)
Filed 2026-10-13
Cogent Private Wealth, Inc.
INCREASED
Shares18,498 from 18,428
Change+70 (+0%)
Value$4.2M (+$537.3K)
Filed 2026-11-06
Signature Wealth Management Partners, LLC
INCREASED
Shares18,478 from 18,051
Change+427 (+2%)
Value$4.2M (+$608.1K)
Filed 2026-10-21
Wisconsin Wealth Advisors, LLC
INCREASED
Shares18,401 from 18,393
Change+8 (+0%)
Value$4.2M (+$522.3K)
Filed 2026-10-08
WPG Advisers, LLC
INCREASED
Shares18,394 from 18,040
Change+354 (+2%)
Value$4.2M (+$591.2K)
Filed 2026-10-27
Montz Harcus Wealth Management LLC
DECREASED
Shares18,381 from 18,560
Change-179 (-1%)
Value$4.2M (+$484.2K)
Filed 2026-10-09
ERn Financial, LLC
INCREASED
Shares18,366 from 17,872
Change+494 (+3%)
Value$4.2M (+$618.6K)
Filed 2026-10-28
Genesis Private Wealth, LLC
INCREASED
Shares18,347 from 18,105
Change+242 (+1%)
Value$4.2M (+$567.5K)
Filed 2026-11-02
Machina Capital S.A.S.
DECREASED
Shares18,345 from 25,685
Change-7,340 (-29%)
Value$4.2M (-$949.7K)
Filed 2026-11-05
CLG LLC
DECREASED
Shares18,304 from 18,360
Change-56 (0%)
Value$4.2M (+$506.6K)
Filed 2026-10-13
HT Partners LLC
DECREASED
Shares18,256 from 18,270
Change-14 (0%)
Value$4.2M (+$513.7K)
Filed 2026-10-20
Hilton Head Capital Partners, LLC
DECREASED
Shares18,248 from 19,104
Change-856 (-4%)
Value$4.2M (+$345.0K)
Filed 2026-10-23
Dagco, Inc.
DECREASED
Shares18,218 from 18,258
Change-40 (0%)
Value$4.2M (+$507.4K)
Filed 2026-10-20
Precedent Wealth Partners, LLC
INCREASED
Shares18,211 from 12,823
Change+5,388 (+42%)
Value$4.2M (+$1.6M)
Filed 2026-10-21
Jones Kertz & Associates, Inc.
UNCHANGED
Shares18,211 from 18,211
Change0 (0%)
Value$4.2M (+$515.2K)
Filed 2026-10-28
Payne Capital Management, LLC
DECREASED
Shares18,186 from 18,260
Change-74 (0%)
Value$4.2M (+$501.0K)
Filed 2026-11-09
N.E.W. Advisory Services LLC
DECREASED
Shares18,174 from 18,292
Change-118 (-1%)
Value$4.2M (+$490.4K)
Filed 2026-11-09
Point Windward Advisors Inc.
DECREASED
Shares18,144 from 18,251
Change-107 (-1%)
Value$4.1M (+$491.9K)
Filed 2026-11-06
Park Edge Advisors, LLC
INCREASED
Shares18,128 from 16,457
Change+1,671 (+10%)
Value$4.1M (+$847.0K)
Filed 2026-10-28
Tandem Capital Management Corp
INCREASED
Shares18,118 from 16,055
Change+2,063 (+13%)
Value$4.1M (+$925.3K)
Filed 2026-10-22
IMZ Advisory Inc
DECREASED
Shares18,061 from 18,066
Change-5 (0%)
Value$4.1M (+$509.9K)
Filed 2026-11-03
Heritage Wealth Advisors
DECREASED
Shares18,055 from 18,444
Change-389 (-2%)
Value$4.1M (+$433.2K)
Filed 2026-11-09
Quantum Financial Partners LLC
INCREASED
Shares18,024 from 15,883
Change+2,141 (+13%)
Value$4.1M (+$938.3K)
Filed 2026-10-19
Poehling Capital Management, Inc.
INCREASED
Shares17,994 from 17,969
Change+25 (+0%)
Value$4.1M (+$514.1K)
Filed 2026-10-20
Excalibur Management Corp
INCREASED
Shares17,972 from 17,908
Change+64 (+0%)
Value$4.1M (+$521.2K)
Filed 2026-11-02
Meredith Wealth Planning
DECREASED
Shares17,947 from 18,873
Change-926 (-5%)
Value$4.1M (+$322.3K)
Filed 2026-10-14
Corundum Group, Inc.
INCREASED
Shares17,941 from 17,476
Change+465 (+3%)
Value$4.1M (+$600.6K)
Filed 2026-10-28
Brooklyn FI, LLC
INCREASED
Shares17,927 from 4,709
Change+13,218 (+281%)
Value$3.6M (+$2.6M)
Filed 2026-11-05
Kachkovsky & Fisher, Inc.
DECREASED
Shares17,847 from 17,851
Change-4 (0%)
Value$4.1M (+$504.1K)
Filed 2026-10-21
Chung Wu Investment Group, LLC
INCREASED
Shares17,831 from 17,171
Change+660 (+4%)
Value$4.1M (+$636.5K)
Filed 2026-11-03
CPC Advisors, LLC
INCREASED
Shares17,819 from 11,245
Change+6,574 (+58%)
Value$4.1M (+$1.8M)
Filed 2026-10-21
Schorn Wealth LLC
DECREASED
Shares17,757 from 17,847
Change-90 (0%)
Value$4.1M (+$484.3K)
Filed 2026-10-14
Archvest Wealth Advisors, Inc.
INCREASED
Shares17,712 from 15,733
Change+1,979 (+13%)
Value$4.0M (+$897.1K)
Filed 2026-10-29
Planning Strategies Inc.
INCREASED
Shares17,706 from 17,596
Change+110 (+1%)
Value$4.0M (+$522.8K)
Filed 2026-10-02
Collar Capital Management, LLC
DECREASED
Shares17,704 from 17,765
Change-61 (0%)
Value$4.0M (+$488.6K)
Filed 2026-10-28
Verity Asset Management, Inc.
INCREASED
Shares17,683 from 16,667
Change+1,016 (+6%)
Value$4.0M (+$703.5K)
Filed 2026-10-30
Bdfs Capital LLC
INCREASED
Shares17,677 from 17,610
Change+67 (+0%)
Value$4.0M (+$518.0K)
Filed 2026-10-14
Hutchens & Kramer Investment Management Group, LLC
INCREASED
Shares17,666 from 17,489
Change+177 (+1%)
Value$4.0M (+$535.2K)
Filed 2026-10-16
Foresight Capital Management Advisors, Inc.
DECREASED
Shares17,658 from 17,897
Change-239 (-1%)
Value$4.0M (+$451.7K)
Filed 2026-10-27
Triangle Securities Wealth Management
DECREASED
Shares17,628 from 17,668
Change-40 (0%)
Value$4.0M (+$490.7K)
Filed 2026-10-14
Mowery & Schoenfeld Wealth Management, LLC
DECREASED
Shares17,620 from 18,984
Change-1,364 (-7%)
Value$4.0M (+$225.5K)
Filed 2026-10-28
Prentice Wealth Management LLC
INCREASED
Shares17,601 from 16,561
Change+1,040 (+6%)
Value$4.0M (+$706.0K)
Filed 2026-10-20
Comprehensive Financial Consultants Institutional, Inc.
DECREASED
Shares17,591 from 18,236
Change-645 (-4%)
Value$4.0M (+$387.3K)
Filed 2026-10-15
Kaufman Rossin Wealth, LLC
INCREASED
Shares17,553 from 12,021
Change+5,532 (+46%)
Value$4.0M (+$1.6M)
Filed 2026-10-19
Cornerstone Capital, Inc.
INCREASED
Shares17,526 from 17,022
Change+504 (+3%)
Value$4.0M (+$596.9K)
Filed 2026-11-10
Granville Capital, Inc.
INCREASED
Shares17,512 from 15,935
Change+1,577 (+10%)
Value$4.0M (+$811.0K)
Filed 2026-11-05
Ballast Rock Private Wealth LLC
INCREASED
Shares17,500 from 17,161
Change+339 (+2%)
Value$4.0M (+$567.2K)
Filed 2026-10-26
Kingdom Financial Group Llc.
DECREASED
Shares17,464 from 19,638
Change-2,174 (-11%)
Value$4.0M (+$59.1K)
Filed 2026-11-04
Pettee Investors, Inc.
INCREASED
Shares17,450 from 17,310
Change+140 (+1%)
Value$4.0M (+$521.7K)
Filed 2026-11-09
Entrewealth, LLC
INCREASED
Shares17,428 from 15,368
Change+2,060 (+13%)
Value$4.0M (+$614.8K)
Filed 2026-10-14
Plan Group Financial, LLC
INCREASED
Shares17,418 from 15,121
Change+2,297 (+15%)
Value$3.8M (+$745.0K)
Filed 2026-10-22
Beacon Financial Planning, Inc
INCREASED
Shares17,347 from 16,582
Change+765 (+5%)
Value$4.0M (+$643.8K)
Filed 2026-11-04
Dale Q Rice Investment Management Ltd
INCREASED
Shares17,337 from 17,298
Change+39 (+0%)
Value$4.0M (+$498.3K)
Filed 2026-10-09
GHP Investment Advisors, Inc.
DECREASED
Shares17,310 from 18,147
Change-837 (-5%)
Value$4.0M (+$322.2K)
Filed 2026-10-15
Flavin Financial Services, Inc.
INCREASED
Shares17,306 from 16,717
Change+589 (+4%)
Value$4.0M (+$607.4K)
Filed 2026-10-21
Legacy Financial Group, Inc.
INCREASED
Shares17,270 from 15,931
Change+1,339 (+8%)
Value$3.9M (+$756.5K)
Filed 2026-10-21
Benedict Financial Advisors Inc
INCREASED
Shares17,262 from 17,255
Change+7 (+0%)
Value$3.9M (+$489.7K)
Filed 2026-10-07
Del-Sette Capital Management, LLC
DECREASED
Shares17,255 from 17,324
Change-69 (0%)
Value$3.9M (+$474.3K)
Filed 2026-10-23
Providence First Trust Co
DECREASED
Shares17,238 from 18,022
Change-784 (-4%)
Value$3.9M (+$330.8K)
Filed 2026-11-02
Violich Capital Management, Inc.
INCREASED
Shares17,230 from 11,130
Change+6,100 (+55%)
Value$3.9M (+$1.7M)
Filed 2026-10-05
GLR Partners, LLC
INCREASED
Shares17,229 from 17,010
Change+219 (+1%)
Value$3.9M (+$531.2K)
Filed 2026-11-04
LongView Wealth Management
DECREASED
Shares17,179 from 17,767
Change-588 (-3%)
Value$3.9M (+$368.4K)
Filed 2026-10-19
Variant Private Wealth, LLC
INCREASED
Shares17,168 from 15,574
Change+1,594 (+10%)
Value$3.9M (+$804.7K)
Filed 2026-10-21
Pacific Center for Financial Services
INCREASED
Shares17,168 from 16,993
Change+175 (+1%)
Value$3.9M (+$520.7K)
Filed 2026-10-15
Kelleher Financial Advisors
DECREASED
Shares17,153 from 42,923
Change-25,770 (-60%)
Value$3.9M (-$4.7M)
Filed 2026-10-30
Torrey Growth & Income Advisors
DECREASED
Shares17,121 from 17,429
Change-308 (-2%)
Value$3.9M (+$483.2K)
Filed 2026-11-04
Creative Capital Management Investments LLC
INCREASED
Shares17,109 from 16,610
Change+499 (+3%)
Value$3.9M (+$583.9K)
Filed 2026-10-28
Berkshire Money Management, Inc.
INCREASED
Shares17,101 from 17,092
Change+9 (+0%)
Value$3.9M (+$485.6K)
Filed 2026-10-21
Burford Brothers, Inc.
INCREASED
Shares17,098 from 13,047
Change+4,051 (+31%)
Value$3.9M (+$1.3M)
Filed 2026-10-21
Optivise Advisory Services LLC
INCREASED
Shares17,081 from 16,707
Change+374 (+2%)
Value$3.9M (+$557.9K)
Filed 2026-10-19
Iron Financial LLC
DECREASED
Shares17,049 from 18,347
Change-1,298 (-7%)
Value$3.9M (+$222.6K)
Filed 2026-10-23
Midwest Financial Partners Investments, Inc.
DECREASED
Shares17,049 from 17,065
Change-16 (0%)
Value$3.9M (+$479.1K)
Filed 2026-10-08
Johnson Bixby & Associates, LLC
INCREASED
Shares17,017 from 9,349
Change+7,668 (+82%)
Value$3.9M (+$2.0M)
Filed 2026-10-14
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED
Shares16,953 from 15,800
Change+1,153 (+7%)
Value$3.9M (+$710.4K)
Filed 2026-10-28
Torrey-Payne Wealth Management, LLC
UNCHANGED
Shares16,920 from 16,920
Change0 (0%)
Value$3.9M (+$478.7K)
Filed 2026-11-09
MBM Wealth Consultants, LLC
INCREASED
Shares16,913 from 16,242
Change+671 (+4%)
Value$3.9M (+$612.7K)
Filed 2026-10-20
Avondale Wealth Management
DECREASED
Shares16,904 from 18,204
Change-1,300 (-7%)
Value$3.9M (+$218.1K)
Filed 2026-10-15
Brendel Financial Advisors LLC
DECREASED
Shares16,896 from 22,873
Change-5,977 (-26%)
Value$3.9M (-$717.9K)
Filed 2026-11-09
Cape Investment Advisory, Inc.
INCREASED
Shares16,864 from 16,354
Change+510 (+3%)
Value$3.9M (+$579.1K)
Filed 2026-10-13
Willis Johnson Wealth, Inc.
INCREASED
Shares16,857 from 16,549
Change+308 (+2%)
Value$3.8M (+$538.5K)
Filed 2026-11-03
Bellwether Advisors, LLC
INCREASED
Shares16,831 from 5,293
Change+11,538 (+218%)
Value$3.8M (+$2.8M)
Filed 2026-11-09
Eddie Patel Inc
DECREASED
Shares16,768 from 17,930
Change-1,162 (-6%)
Value$3.8M (+$241.9K)
Filed 2026-11-02
Lord & Richards Wealth Management, LLC
INCREASED
Shares16,759 from 13,307
Change+3,452 (+26%)
Value$3.8M (+$1.2M)
Filed 2026-10-14
Massachusetts Wealth Management
DECREASED
Shares16,757 from 19,172
Change-2,415 (-13%)
Value$3.8M (-$9.2K)
Filed 2026-10-21
Tributary Capital Management, LLC
DECREASED
Shares16,743 from 17,843
Change-1,100 (-6%)
Value$3.8M (+$253.6K)
Filed 2026-10-28
Winter & Associates, Inc.
DECREASED
Shares16,738 from 17,603
Change-865 (-5%)
Value$3.6M (+$101.0K)
Filed 2026-10-23
Roof Eidam Maycock Peralta, LLC
DECREASED
Shares16,723 from 18,827
Change-2,104 (-11%)
Value$3.8M (+$52.1K)
Filed 2026-10-15
Elite Life Management LLC
INCREASED
Shares16,710 from 16,377
Change+333 (+2%)
Value$3.0M (-$555.6K)
Filed 2026-11-06
St. Louis Financial Planners Asset Management, LLC
INCREASED
Shares16,668 from 16,341
Change+327 (+2%)
Value$3.5M (+$352.7K)
Filed 2026-10-16
Financial Insights, Inc.
DECREASED
Shares16,662 from 16,681
Change-19 (0%)
Value$3.8M (+$467.6K)
Filed 2026-10-27
Sageworth Trust Co
INCREASED
Shares16,657 from 15,844
Change+813 (+5%)
Value$3.8M (+$633.9K)
Filed 2026-10-30
New England Research & Management, Inc.
INCREASED
Shares16,637 from 9,327
Change+7,310 (+78%)
Value$3.8M (+$1.9M)
Filed 2026-10-16
jvl associates llc
INCREASED
Shares16,615 from 15,918
Change+697 (+4%)
Value$3.8M (+$609.5K)
Filed 2026-10-09
Kessler Investment Group, LLC
NEW
Shares16,568
Change+16,568
Value$3.8M
Filed 2026-10-08
ARQ Wealth Advisors, LLC
INCREASED
Shares16,552 from 9,388
Change+7,164 (+76%)
Value$3.8M (+$1.8M)
Filed 2026-10-29
Baring Financial LLC
INCREASED
Shares16,506 from 16,075
Change+431 (+3%)
Value$3.8M (+$553.2K)
Filed 2026-10-07
Impala Asset Management LLC
NEW
Shares16,500
Change+16,500
Value$3.8M
Filed 2026-11-09
Staley Capital Advisers Inc
DECREASED
Shares16,491 from 16,886
Change-395 (-2%)
Value$3.8M (+$387.5K)
Filed 2026-11-06
Gilman Hill Asset Management, LLC
DECREASED
Shares16,469 from 26,926
Change-10,457 (-39%)
Value$3.8M (-$1.6M)
Filed 2026-10-13
BKM Wealth Management, LLC
INCREASED
Shares16,464 from 6,057
Change+10,407 (+172%)
Value$3.8M (+$2.5M)
Filed 2026-10-22
Warburton Capital Management, LLC
INCREASED
Shares16,446 from 15,148
Change+1,298 (+9%)
Value$3.4M (+$368.3K)
Filed 2026-11-06
Fortress Financial Solutions, LLC
NEW
Shares16,400
Change+16,400
Value$3.7M
Filed 2026-10-14
Deroy & Devereaux Private Investment Counsel Inc
INCREASED
Shares16,392 from 9,030
Change+7,362 (+82%)
Value$3.7K (-$1.8M)
Filed 2026-10-26
Bangor Savings Bank
DECREASED
Shares16,392 from 17,217
Change-825 (-5%)
Value$3.7M (+$298.7K)
Filed 2026-10-06
Riverwater Partners LLC
INCREASED
Shares16,369 from 15,025
Change+1,344 (+9%)
Value$3.7M (+$732.0K)
Filed 2026-11-03
Broadway Wealth Solutions, Inc.
DECREASED
Shares16,367 from 19,835
Change-3,468 (-17%)
Value$3.7M (-$230.7K)
Filed 2026-10-21
Retirement Guys Formula LLC
INCREASED
Shares16,331 from 16,264
Change+67 (+0%)
Value$3.7M (+$475.4K)
Filed 2026-10-26
Union Savings Bank
DECREASED
Shares16,309 from 17,142
Change-833 (-5%)
Value$3.7M (+$294.7K)
Filed 2026-10-14
Renasant Bank
INCREASED
Shares16,278 from 15,336
Change+942 (+6%)
Value$3.7M (+$649.0K)
Filed 2026-11-05
W Advisors, LLC
INCREASED
Shares16,251 from 15,063
Change+1,188 (+8%)
Value$3.7M (+$697.5K)
Filed 2026-11-02
Family Legacy Financial Solutions, LLC
INCREASED
Shares16,229 from 15,170
Change+1,059 (+7%)
Value$3.7M (+$671.1K)
Filed 2026-10-07
Essex Investment Management Co LLC
NEW
Shares16,210
Change+16,210
Value$3.7M
Filed 2026-10-19
Acorn Creek Capital LLC
DECREASED
Shares16,210 from 16,339
Change-129 (-1%)
Value$3.7M (+$432.8K)
Filed 2026-11-05
Eagle Wealth Strategies LLC
INCREASED
Shares16,203 from 15,809
Change+394 (+2%)
Value$3.7M (+$537.2K)
Filed 2026-10-20
Tenet Wealth Partners, LLC
DECREASED
Shares16,198 from 16,330
Change-132 (-1%)
Value$3.7M (+$490.3K)
Filed 2026-10-19
Cooper Investors PTY LTD
DECREASED
Shares16,197 from 24,938
Change-8,741 (-35%)
Value$3.7M (-$1.3M)
Filed 2026-10-13
Accelerate Investment Advisors LLC
DECREASED
Shares16,148 from 17,372
Change-1,224 (-7%)
Value$3.7M (+$211.9K)
Filed 2026-11-02
Vectors Research Management, LLC
DECREASED
Shares16,140 from 19,729
Change-3,589 (-18%)
Value$3.7M (-$261.6K)
Filed 2026-11-09
Peak Financial Advisors LLC
DECREASED
Shares16,092 from 16,390
Change-298 (-2%)
Value$3.7M (+$395.6K)
Filed 2026-10-28
Vivid Wealth Management, LLC
DECREASED
Shares16,081 from 16,198
Change-117 (-1%)
Value$3.7M (+$431.5K)
Filed 2026-10-27
Kentucky Trust Co
DECREASED
Shares16,066 from 17,081
Change-1,015 (-6%)
Value$3.7M (+$251.4K)
Filed 2026-10-15
Guided Capital Wealth Management, LLC
INCREASED
Shares16,059 from 15,252
Change+807 (+5%)
Value$3.7M (+$615.8K)
Filed 2026-10-21
Cooper Capital Advisors LLC
DECREASED
Shares16,022 from 16,490
Change-468 (-3%)
Value$3.7M (+$359.6K)
Filed 2026-10-29
Tectonic Advisors LLC
INCREASED
Shares16,006 from 1,591
Change+14,415 (+906%)
Value$3.7M (+$3.3M)
Filed 2026-10-22
Baxter Bros Inc
INCREASED
Shares15,991 from 15,307
Change+684 (+4%)
Value$3.7M (+$589.2K)
Filed 2026-11-04
Rhodes Investment Advisors Inc
INCREASED
Shares15,971 from 15,053
Change+918 (+6%)
Value$3.6M (+$635.5K)
Filed 2026-10-07
Richmond Investment Services, LLC
INCREASED
Shares15,945 from 15,046
Change+899 (+6%)
Value$3.6M (+$631.0K)
Filed 2026-10-29
waypoint wealth counsel
INCREASED
Shares15,902 from 13,995
Change+1,907 (+14%)
Value$3.6M (+$831.4K)
Filed 2026-10-22
Emerald Advisors, LLC
DECREASED
Shares15,886 from 16,083
Change-197 (-1%)
Value$3.6M (+$410.1K)
Filed 2026-10-13
Smith Chas P & Associates PA Cpas
INCREASED
Shares15,870 from 15,060
Change+810 (+5%)
Value$3.4M (+$384.8K)
Filed 2026-10-22
Baugh & Associates, LLC
INCREASED
Shares15,822 from 13,932
Change+1,890 (+14%)
Value$3.1M (+$303.0K)
Filed 2026-10-16
ACT Advisors, Llc.
INCREASED
Shares15,813 from 14,059
Change+1,754 (+12%)
Value$3.6M (+$798.3K)
Filed 2026-10-15
DE Burlo Group Inc
DECREASED
Shares15,810 from 53,835
Change-38,025 (-71%)
Value$3.6M (-$7.2M)
Filed 2026-11-05
Stone Wealth Partners
INCREASED
Shares15,755 from 8,154
Change+7,601 (+93%)
Value$3.6M (+$2.0M)
Filed 2026-11-05
Puff Wealth Management, LLC
DECREASED
Shares15,740 from 15,952
Change-212 (-1%)
Value$3.6M (+$402.8K)
Filed 2026-10-07
Steinberganna Wealth Management
DECREASED
Shares15,739 from 21,112
Change-5,373 (-25%)
Value$3.6M (-$629.9K)
Filed 2026-10-23
Moisand Fitzgerald Tamayo, LLC
INCREASED
Shares15,726 from 15,095
Change+631 (+4%)
Value$3.6M (+$571.2K)
Filed 2026-10-15
Wiser Wealth Management, Inc
INCREASED
Shares15,696 from 14,029
Change+1,667 (+12%)
Value$3.6M (+$777.6K)
Filed 2026-10-14
Chemistry Wealth Management LLC
DECREASED
Shares15,672 from 17,401
Change-1,729 (-10%)
Value$3.6M (+$97.5K)
Filed 2026-10-16
Harrington Investments, Inc
INCREASED
Shares15,665 from 14,810
Change+855 (+6%)
Value$3.6M (+$614.2K)
Filed 2026-10-14
Carmel Capital Partners, LLC
INCREASED
Shares15,664 from 14,775
Change+889 (+6%)
Value$3.6M (+$621.1K)
Filed 2026-11-03
Scissortail Wealth Management, LLC
INCREASED
Shares15,662 from 12,042
Change+3,620 (+30%)
Value$3.6M (+$1.2M)
Filed 2026-11-03
Investmark Advisory Group LLC
DECREASED
Shares15,646 from 16,142
Change-496 (-3%)
Value$3.6M (+$343.4K)
Filed 2026-10-27
Gaddis Premier Wealth Advisors LLC
INCREASED
Shares15,621 from 15,453
Change+168 (+1%)
Value$3.6M (+$475.5K)
Filed 2026-10-29
A&I Financial Services, LLC
INCREASED
Shares15,614 from 15,564
Change+50 (+0%)
Value$3.6M (+$451.7K)
Filed 2026-10-15
Palisade Asset Management, LLC
INCREASED
Shares15,611 from 15,581
Change+30 (+0%)
Value$3.6M (+$447.6K)
Filed 2026-11-03
Dickmeyer Boyce Financial Management, Inc.
INCREASED
Shares15,608 from 15,573
Change+35 (+0%)
Value$3.6M (+$448.5K)
Filed 2026-10-08
Wharton Business Group, LLC
UNCHANGED
Shares15,606 from 15,606
Change0 (0%)
Value$3.6M (+$441.5K)
Filed 2026-11-09
Lawood & Co
DECREASED
Shares15,588 from 15,708
Change-120 (-1%)
Value$3.6M (+$417.0K)
Filed 2026-10-09
Pavion Blue Capital, LLC
UNCHANGED
Shares15,580 from 15,580
Change0 (0%)
Value$3.6M (+$440.8K)
Filed 2026-11-05
Richard Young Associates, Ltd.
DECREASED
Shares15,570 from 17,392
Change-1,822 (-10%)
Value$3.6M (+$75.9K)
Filed 2026-11-03
Smallwood Wealth Investment Management, LLC
INCREASED
Shares15,566 from 13,744
Change+1,822 (+13%)
Value$3.6M (+$804.9K)
Filed 2026-10-30
Capital Wealth Alliance, LLC
INCREASED
Shares15,533 from 8,149
Change+7,384 (+91%)
Value$3.5M (+$1.9M)
Filed 2026-10-20
KFA Private Wealth Group, LLC
DECREASED
Shares15,530 from 16,137
Change-607 (-4%)
Value$3.5M (+$317.9K)
Filed 2026-10-07
Thayer Partners, LLC / MA
INCREASED
Shares15,519 from 14,925
Change+594 (+4%)
Value$3.5M (+$557.9K)
Filed 2026-11-06
Malaga Cove Capital, LLC
DECREASED
Shares15,515 from 16,947
Change-1,432 (-8%)
Value$3.5M (+$152.4K)
Filed 2026-10-23
Hunter Associates Investment Management LLC
INCREASED
Shares15,500 from 14,651
Change+849 (+6%)
Value$3.5K (-$2.9M)
Filed 2026-10-26
Cross Staff Investments Inc
DECREASED
Shares15,484 from 15,529
Change-45 (0%)
Value$3.5M (+$429.0K)
Filed 2026-10-22
Connective Portfolio Management, LLC
INCREASED
Shares15,475 from 11,475
Change+4,000 (+35%)
Value$3.5M (+$1.2M)
Filed 2026-10-22
Canandaigua National Trust Co of Florida
NEW
Shares15,469
Change+15,469
Value$3.5M
Filed 2026-10-07
Ridgewood Investments LLC
INCREASED
Shares15,464 from 14,676
Change+788 (+5%)
Value$3.5M (+$595.1K)
Filed 2026-10-05
Pictet Bank & Trust Ltd
INCREASED
Shares15,442 from 14,084
Change+1,358 (+10%)
Value$3.5M (+$708.6K)
Filed 2026-10-21
Allegheny Financial Group
DECREASED
Shares15,431 from 16,255
Change-824 (-5%)
Value$3.5M (+$271.6K)
Filed 2026-11-05
MPS Loria Financial Planners, LLC
INCREASED
Shares15,375 from 14,815
Change+560 (+4%)
Value$3.5M (+$547.4K)
Filed 2026-10-14
Armstrong Henry H Associates Inc
UNCHANGED
Shares15,372 from 15,372
Change0 (0%)
Value$3.5M (+$434.9K)
Filed 2026-10-07
Spectrum Planning & Advisory Services Inc.
INCREASED
Shares15,357 from 5,824
Change+9,533 (+164%)
Value$3.5M (+$2.3M)
Filed 2026-11-05
Financial Solutions Advisory Group, Inc.
INCREASED
Shares15,336 from 13,881
Change+1,455 (+10%)
Value$3.3M (+$469.0K)
Filed 2026-10-28
Solstein Capital, LLC
UNCHANGED
Shares15,293 from 15,293
Change0 (0%)
Value$3.5M (+$432.6K)
Filed 2026-11-02
Mcdaniel Terry & Co
INCREASED
Shares15,272 from 15,239
Change+33 (+0%)
Value$3.5M (+$438.6K)
Filed 2026-11-05
JW Asset Management, LLC
UNCHANGED
Shares15,250 from 15,250
Change0 (0%)
Value$3.5M (+$431.4K)
Filed 2026-11-06
RFG - Bristol Wealth Advisors, LLC
INCREASED
Shares15,248 from 15,002
Change+246 (+2%)
Value$3.5M (+$480.6K)
Filed 2026-10-09
Headland Capital, LLC
INCREASED
Shares15,235 from 15,183
Change+52 (+0%)
Value$3.5M (+$441.5K)
Filed 2026-11-06
Vigilare Wealth Management
DECREASED
Shares15,227 from 17,594
Change-2,367 (-13%)
Value$3.5M (-$42.6K)
Filed 2026-10-29
Shelton Wealth Management, LLC
INCREASED
Shares15,191 from 15,004
Change+187 (+1%)
Value$3.5M (+$467.2K)
Filed 2026-10-16
Capital Squared Financial LLC
DECREASED
Shares15,150 from 15,265
Change-115 (-1%)
Value$3.5M (+$405.6K)
Filed 2026-10-30
Hardworking Capital Advisors, LLC
INCREASED
Shares15,137 from 5,703
Change+9,434 (+165%)
Value$3.5M (+$2.3M)
Filed 2026-10-20
Avalon Capital Management
INCREASED
Shares15,130 from 13,837
Change+1,293 (+9%)
Value$3.5M (+$686.7K)
Filed 2026-11-04
Blue Capital, Inc.
INCREASED
Shares15,095 from 11,615
Change+3,480 (+30%)
Value$3.4M (+$1.1M)
Filed 2026-10-13
Essential Investment Partners LLC
INCREASED
Shares15,093 from 14,259
Change+834 (+6%)
Value$3.4M (+$593.9K)
Filed 2026-10-27
Lincoln Capital Corp
DECREASED
Shares15,041 from 15,062
Change-21 (0%)
Value$3.4M (+$421.2K)
Filed 2026-10-13
Blue Bell Private Wealth Management, LLC
INCREASED
Shares15,009 from 13,756
Change+1,253 (+9%)
Value$3.4M (+$675.4K)
Filed 2026-10-29
St. Louis Trust Co
UNCHANGED
Shares15,002 from 15,002
Change0 (0%)
Value$3.4M (+$2.9M)
Filed 2026-11-03
Hickory Point Bank & Trust
DECREASED
Shares14,982 from 15,697
Change-715 (-5%)
Value$3.4M (+$280.8K)
Filed 2026-10-01
Morangie Management LLC
INCREASED
Shares14,968 from 14,902
Change+66 (+0%)
Value$3.4M (+$440.2K)
Filed 2026-10-15
Bannerman Wealth Management Group, LLC
DECREASED
Shares14,902 from 14,949
Change-47 (0%)
Value$3.4M (+$412.2K)
Filed 2026-10-09
HF Advisory Group, LLC
DECREASED
Shares14,901 from 15,080
Change-179 (-1%)
Value$3.4M (+$385.7K)
Filed 2026-10-09
Box Hill Private Wealth LLC
DECREASED
Shares14,900 from 15,226
Change-326 (-2%)
Value$3.4M (+$356.1K)
Filed 2026-10-05
General Partner, Inc.
UNCHANGED
Shares14,871 from 14,871
Change0 (0%)
Value$3.4M (+$420.7K)
Filed 2026-10-05
Lane Brothers & Co Inc
DECREASED
Shares14,868 from 18,606
Change-3,738 (-20%)
Value$3.4M (-$327.3K)
Filed 2026-11-02
Langley Wealth Management, LLC
DECREASED
Shares14,841 from 17,198
Change-2,357 (-14%)
Value$3.4M (-$51.8K)
Filed 2026-11-04
Juncture Wealth Strategies, LLC
INCREASED
Shares14,806 from 14,413
Change+393 (+3%)
Value$3.4M (+$497.5K)
Filed 2026-10-06
Centerpoint Advisors, LLC
INCREASED
Shares14,783 from 11,637
Change+3,146 (+27%)
Value$3.4K (-$2.3M)
Filed 2026-11-05
Fonville Wealth Management LLC
INCREASED
Shares14,781 from 14,345
Change+436 (+3%)
Value$3.4M (+$505.9K)
Filed 2026-10-28
Cheviot Value Management, LLC
INCREASED
Shares14,772 from 14,096
Change+676 (+5%)
Value$3.4M (+$553.0K)
Filed 2026-11-09
Melfa Wealth Management, Inc.
INCREASED
Shares14,700 from 12,828
Change+1,872 (+15%)
Value$3.4M (+$790.5K)
Filed 2026-11-06
Mach-1 Financial Group, LLC
DECREASED
Shares14,678 from 15,410
Change-732 (-5%)
Value$3.4M (+$268.8K)
Filed 2026-11-06
Cannon Capital Management, Inc.
INCREASED
Shares14,661 from 14,021
Change+640 (+5%)
Value$3.3M (+$542.9K)
Filed 2026-11-03
Acorn Financial Advisory Services Inc
INCREASED
Shares14,653 from 13,323
Change+1,330 (+10%)
Value$3.3M (+$680.9K)
Filed 2026-11-02
Colony Family Offices, LLC
UNCHANGED
Shares14,627 from 14,627
Change0 (0%)
Value$3.3M (+$417.5K)
Filed 2026-10-22
Sacks & Associates, LLC
DECREASED
Shares14,570 from 15,675
Change-1,105 (-7%)
Value$3.3M (+$180.7K)
Filed 2026-10-09
Greatmark Investment Partners, Inc.
INCREASED
Shares14,557 from 13,932
Change+625 (+4%)
Value$3.3M (+$536.9K)
Filed 2026-10-28
Noesis Capital Mangement Corp
DECREASED
Shares14,541 from 15,685
Change-1,144 (-7%)
Value$3.3M (+$182.5K)
Filed 2026-10-26
NBZ Investment Advisors LLC
DECREASED
Shares14,525 from 14,934
Change-409 (-3%)
Value$3.3M (+$329.1K)
Filed 2026-10-30
Capstone Wealth Management, LLC
INCREASED
Shares14,503 from 13,892
Change+611 (+4%)
Value$3.3M (+$532.5K)
Filed 2026-11-02
denkapparat Operations GmbH
INCREASED
Shares14,502 from 12,134
Change+2,368 (+20%)
Value$3.3M (+$884.1K)
Filed 2026-11-09
Shuttleworth & Co
DECREASED
Shares14,481 from 14,806
Change-325 (-2%)
Value$3.3M (+$344.6K)
Filed 2026-10-30
Alpha Zero LLC
INCREASED
Shares14,468 from 12,448
Change+2,020 (+16%)
Value$3.3M (+$722.4K)
Filed 2026-11-06
Tidemark, LLC
INCREASED
Shares14,464 from 13,335
Change+1,129 (+8%)
Value$3.3M (+$635.1K)
Filed 2026-11-09
UMB Private Wealth Management, LLC
NEW
Shares14,366
Change+14,366
Value$3.3M
Filed 2026-10-19
Orca Wealth Management, LLC
INCREASED
Shares14,331 from 14,148
Change+183 (+1%)
Value$3.3M (+$442.0K)
Filed 2026-10-14
Advisortrust Partners, LLC
DECREASED
Shares14,301 from 14,352
Change-51 (0%)
Value$3.3M (+$394.4K)
Filed 2026-11-02
Northern Lights Advisors, Inc.
DECREASED
Shares14,295 from 14,389
Change-94 (-1%)
Value$3.3M (+$385.6K)
Filed 2026-10-21
Eagle Bay Advisors LLC
INCREASED
Shares14,271 from 12,639
Change+1,632 (+13%)
Value$3.3M (+$733.8K)
Filed 2026-10-16
Peck Wealth Management, LLC
DECREASED
Shares14,231 from 14,531
Change-300 (-2%)
Value$3.3M (+$342.6K)
Filed 2026-10-29
United Community Bank
INCREASED
Shares14,191 from 13,860
Change+331 (+2%)
Value$3.2M (+$467.7K)
Filed 2026-10-28
Portus Wealth Advisors, LLC
DECREASED
Shares14,148 from 14,207
Change-59 (0%)
Value$3.2M (+$388.4K)
Filed 2026-10-13
MMA Asset Management LLC
DECREASED
Shares14,128 from 14,643
Change-515 (-4%)
Value$3.2M (+$296.6K)
Filed 2026-11-02
Axiom Investment Management LLC
DECREASED
Shares14,107 from 14,293
Change-186 (-1%)
Value$3.2M (+$361.9K)
Filed 2026-11-03
Capital Advantage, Inc.
DECREASED
Shares14,097 from 14,401
Change-304 (-2%)
Value$3.2M (+$337.9K)
Filed 2026-10-14
Sierra Ocean, LLC
INCREASED
Shares14,076 from 13,859
Change+217 (+2%)
Value$3.2M (+$441.6K)
Filed 2026-11-03
Wagner Wealth Management, LLC
DECREASED
Shares14,017 from 14,339
Change-322 (-2%)
Value$3.2M (+$332.1K)
Filed 2026-10-21
Power Wealth Management LLC
INCREASED
Shares14,004 from 13,341
Change+663 (+5%)
Value$3.2M (+$528.8K)
Filed 2026-10-27
Cora Capital Advisors LLC
DECREASED
Shares13,969 from 14,499
Change-530 (-4%)
Value$3.2M (+$289.1K)
Filed 2026-11-02
Rede Wealth, LLC
DECREASED
Shares13,948 from 14,035
Change-87 (-1%)
Value$3.2M (+$377.2K)
Filed 2026-10-22
Timothy G. Youngquist 2020 Irrevocable Trust
UNCHANGED
Shares13,932 from 13,932
Change0 (0%)
Value$3.2M (+$394.1K)
Filed 2026-10-13
Birch Financial Group, LLC
INCREASED
Shares13,930 from 10,911
Change+3,019 (+28%)
Value$3.2M (+$998.1K)
Filed 2026-10-27
Expressive Wealth LLC
DECREASED
Shares13,918 from 13,974
Change-56 (0%)
Value$3.2M (+$382.5K)
Filed 2026-11-09
Marathon Capital Management
INCREASED
Shares13,911 from 11,415
Change+2,496 (+22%)
Value$3.2M (+$893.1K)
Filed 2026-10-23
Vista Finance, LLC
INCREASED
Shares13,894 from 1,799
Change+12,095 (+672%)
Value$3.2M (+$2.8M)
Filed 2026-10-23
Salomon & Ludwin, LLC
DECREASED
Shares13,864 from 13,938
Change-74 (-1%)
Value$3.2M (+$412.4K)
Filed 2026-10-29
TSA Wealth Managment LLC
INCREASED
Shares13,859 from 12,192
Change+1,667 (+14%)
Value$3.2M (+$725.6K)
Filed 2026-10-22
Glass Jacobson Investment Advisors llc
DECREASED
Shares13,834 from 13,902
Change-68 (0%)
Value$3.2M (+$377.9K)
Filed 2026-10-26
Oder Investment Management, LLC
DECREASED
Shares13,831 from 13,901
Change-70 (0%)
Value$3.2M (+$377.3K)
Filed 2026-11-09
Argos Wealth Advisors, LLC
DECREASED
Shares13,824 from 13,874
Change-50 (0%)
Value$3.2M (+$381.1K)
Filed 2026-11-02
Summit Financial Strategies, Inc.
INCREASED
Shares13,814 from 12,703
Change+1,111 (+9%)
Value$3.2M (+$613.3K)
Filed 2026-10-14
Argyle Capital Partners, LLC
INCREASED
Shares13,811 from 13,586
Change+225 (+2%)
Value$3.2M (+$435.7K)
Filed 2026-10-23
First National Bank & Trust Co of Newtown
INCREASED
Shares13,793 from 13,573
Change+220 (+2%)
Value$2.8M (+$97.8K)
Filed 2026-11-09
Jnba Financial Advisors
INCREASED
Shares13,783 from 12,982
Change+801 (+6%)
Value$3.1M (+$550.2K)
Filed 2026-11-03
Fairfield Financial Advisors, LTD
DECREASED
Shares13,779 from 14,531
Change-752 (-5%)
Value$3.1M (+$239.5K)
Filed 2026-10-14
RD Finance Ltd
DECREASED
Shares13,729 from 76,930
Change-63,201 (-82%)
Value$3.1K (-$15.4M)
Filed 2026-10-26
Astra Wealth Partners LLC
INCREASED
Shares13,688 from 12,468
Change+1,220 (+10%)
Value$3.1M (+$631.4K)
Filed 2026-11-06
Capital Square, LLC
DECREASED
Shares13,672 from 13,852
Change-180 (-1%)
Value$3.1M (+$200.4K)
Filed 2026-10-19
Security Financial Services, Inc.
INCREASED
Shares13,671 from 13,539
Change+132 (+1%)
Value$3.1M (+$413.2K)
Filed 2026-10-29
My Personal CFO, LLC
INCREASED
Shares13,657 from 12,935
Change+722 (+6%)
Value$3.1M (+$530.8K)
Filed 2026-10-14
Vaughan David Investments LLC
DECREASED
Shares13,654 from 15,961
Change-2,307 (-14%)
Value$3.1K (-$3.2M)
Filed 2026-11-05
Creekside Partners
UNCHANGED
Shares13,638 from 13,638
Change0 (0%)
Value$3.1M (+$385.8K)
Filed 2026-11-04
West Paces Advisors Inc.
INCREASED
Shares13,633 from 13,537
Change+96 (+1%)
Value$3.1M (+$404.8K)
Filed 2026-10-13
Marathon Mission, Inc.
INCREASED
Shares13,630 from 11,554
Change+2,076 (+18%)
Value$3.1M (+$801.0K)
Filed 2026-10-01
Diversified Management Inc
INCREASED
Shares13,598 from 12,684
Change+914 (+7%)
Value$3.1M (+$567.6K)
Filed 2026-10-08
Essential Partners LLC
INCREASED
Shares13,596 from 11,977
Change+1,619 (+14%)
Value$3.1M (+$708.5K)
Filed 2026-10-14
Redwood Family Wealth LLC
INCREASED
Shares13,571 from 13,088
Change+483 (+4%)
Value$3.1M (+$480.4K)
Filed 2026-10-20
BNB Wealth Management, LLC
INCREASED
Shares13,557 from 13,537
Change+20 (+0%)
Value$3.1M (+$387.5K)
Filed 2026-10-28
Hoffman, Alan N Investment Management
INCREASED
Shares13,524 from 13,283
Change+241 (+2%)
Value$3.1M (+$430.8K)
Filed 2026-10-28
Samalin Investment Counsel, LLC
DECREASED
Shares13,488 from 24,141
Change-10,653 (-44%)
Value$3.1M (-$1.7M)
Filed 2026-10-23
Banta Asset Management LP
INCREASED
Shares13,480 from 12,570
Change+910 (+7%)
Value$3.1M (+$563.4K)
Filed 2026-11-02
Eagle Capital Management, LLC
DECREASED
Shares13,469 from 13,722
Change-253 (-2%)
Value$3.1K (+$330)
Filed 2026-10-19
Financial Synergies Wealth Advisors, Inc.
INCREASED
Shares13,466 from 10,004
Change+3,462 (+35%)
Value$3.1M (+$1.1M)
Filed 2026-10-16
McElhenny Sheffield Capital Management, LLC
INCREASED
Shares13,463 from 11,608
Change+1,855 (+16%)
Value$3.1M (+$752.0K)
Filed 2026-11-06
WealthCare Asset Management, LLC
DECREASED
Shares13,419 from 22,376
Change-8,957 (-40%)
Value$3.1M (-$1.4M)
Filed 2026-10-26
Seelaus Asset Management LLC
INCREASED
Shares13,406 from 12,202
Change+1,204 (+10%)
Value$3.1M (+$620.2K)
Filed 2026-10-14
Share Andrew L.
NEW
Shares13,384
Change+13,384
Value$3.1M
Filed 2026-11-06
Trust Co
INCREASED
Shares13,384 from 10,229
Change+3,155 (+31%)
Value$3.1M (+$1.0M)
Filed 2026-10-09
Crew Capital Management, Ltd
DECREASED
Shares13,379 from 13,890
Change-511 (-4%)
Value$3.1M (+$276.3K)
Filed 2026-10-28
Paragon Capital Management Inc
INCREASED
Shares13,359 from 13,344
Change+15 (+0%)
Value$3.1M (+$381.0K)
Filed 2026-10-15
First Premier Bank
DECREASED
Shares13,340 from 13,415
Change-75 (-1%)
Value$3.0K (+$363)
Filed 2026-10-13
Members Wealth LLC
INCREASED
Shares13,264 from 12,660
Change+604 (+5%)
Value$3.1M (+$616.7K)
Filed 2026-10-20
Equity Wealth Partners, LLC
DECREASED
Shares13,226 from 13,609
Change-383 (-3%)
Value$3.0M (+$297.7K)
Filed 2026-10-26
Hansen & Associates Financial Group, Inc.
INCREASED
Shares13,214 from 12,404
Change+810 (+7%)
Value$3.0M (+$619.9K)
Filed 2026-11-09
Nova R Wealth, Inc.
INCREASED
Shares13,214 from 13,181
Change+33 (+0%)
Value$3.0M (+$380.6K)
Filed 2026-10-26
Cowa, LLC
DECREASED
Shares13,126 from 14,725
Change-1,599 (-11%)
Value$3.0M (+$51.4K)
Filed 2026-10-30
Detalus Advisors, LLC
INCREASED
Shares13,115 from 12,951
Change+164 (+1%)
Value$3.0M (+$403.7K)
Filed 2026-10-15
Center for Financial Planning, Inc.
INCREASED
Shares13,097 from 10,024
Change+3,073 (+31%)
Value$3.0M (+$985.4K)
Filed 2026-10-26
Fearless Solutions, LLC dba Best Invest
INCREASED
Shares13,065 from 11,990
Change+1,075 (+9%)
Value$3.0M (+$584.8K)
Filed 2026-10-14
WealthBridge Investment Counsel Inc.
INCREASED
Shares13,065 from 12,275
Change+790 (+6%)
Value$3.0K (+$528)
Filed 2026-10-13
Wallington Asset Management, LLC
INCREASED
Shares13,064 from 12,428
Change+636 (+5%)
Value$3.0M (+$496.8K)
Filed 2026-11-04
Yoder Wealth Management, Inc.
INCREASED
Shares13,062 from 12,393
Change+669 (+5%)
Value$3.0M (+$503.4K)
Filed 2026-10-13
Alaska Wealth Advisors, LLC
INCREASED
Shares13,060 from 12,603
Change+457 (+4%)
Value$3.0M (+$461.0K)
Filed 2026-11-09
Tortoise Investment Management, LLC
INCREASED
Shares13,050 from 11,950
Change+1,100 (+9%)
Value$3.0M (+$589.3K)
Filed 2026-11-06
Pinnacle Bancorp, Inc.
INCREASED
Shares13,047 from 12,464
Change+583 (+5%)
Value$3.0M (+$485.8K)
Filed 2026-10-21
ProVise Management Group, LLC
DECREASED
Shares13,029 from 14,881
Change-1,852 (-12%)
Value$3.0M (-$2.1K)
Filed 2026-11-06
Collective Family Office LLC
DECREASED
Shares13,007 from 13,109
Change-102 (-1%)
Value$3.0M (+$347.6K)
Filed 2026-10-05
Intergy Private Wealth, LLC
INCREASED
Shares13,005 from 12,557
Change+448 (+4%)
Value$3.0M (+$457.6K)
Filed 2026-10-16
Avid Wealth Partners LLC
INCREASED
Shares12,995 from 12,652
Change+343 (+3%)
Value$3.0M (+$436.9K)
Filed 2026-11-03
Omnitrust Wealth Management, Inc
NEW
Shares12,967
Change+12,967
Value$3.0M
Filed 2026-11-02
Cooper S Advisors, LLC
INCREASED
Shares12,964 from 12,877
Change+87 (+1%)
Value$3.0M (+$384.2K)
Filed 2026-11-03
Scott Capital Advisors, LLC
DECREASED
Shares12,953 from 13,191
Change-238 (-2%)
Value$3.1M (+$436.6K)
Filed 2026-10-13
DBK Financial Counsel, LLC
UNCHANGED
Shares12,939 from 12,939
Change0 (0%)
Value$3.0M (+$366.1K)
Filed 2026-10-13
JDH Wealth Management, LLC
INCREASED
Shares12,933 from 12,426
Change+507 (+4%)
Value$3.0M (+$467.2K)
Filed 2026-10-20
25 LLC
INCREASED
Shares12,915 from 12,124
Change+791 (+7%)
Value$2.9M (+$523.8K)
Filed 2026-10-13
Carolina Wealth Advisors, LLC
INCREASED
Shares12,855 from 12,828
Change+27 (+0%)
Value$2.9M (+$369.1K)
Filed 2026-10-23
Peoples Bank
DECREASED
Shares12,851 from 12,970
Change-119 (-1%)
Value$2.9M (+$339.7K)
Filed 2026-10-26
Morling Financial Advisors, LLC
INCREASED
Shares12,813 from 12,223
Change+590 (+5%)
Value$2.9M (+$480.5K)
Filed 2026-10-28
Firethorn Wealth Partners, LLC
DECREASED
Shares12,757 from 12,858
Change-101 (-1%)
Value$2.9M (+$340.7K)
Filed 2026-10-14
Wedgewood Investors Inc
INCREASED
Shares12,755 from 12,595
Change+160 (+1%)
Value$2.9M (+$392.9K)
Filed 2026-10-28
Kampmann Melissa S.
INCREASED
Shares12,721 from 8,020
Change+4,701 (+59%)
Value$2.9M (+$1.3M)
Filed 2026-10-28
Values Added Financial LLC
DECREASED
Shares12,720 from 12,833
Change-113 (-1%)
Value$2.9M (+$337.2K)
Filed 2026-10-28
Waterfront Wealth Inc.
DECREASED
Shares12,718 from 12,802
Change-84 (-1%)
Value$2.8M (+$51.2K)
Filed 2026-11-03
Garrison Bradford & Associates Inc
INCREASED
Shares12,707 from 11,490
Change+1,217 (+11%)
Value$2.9M (+$625.9K)
Filed 2026-10-27
J.M. Arbour, LLC
INCREASED
Shares12,707 from 12,172
Change+535 (+4%)
Value$2.9M (+$466.5K)
Filed 2026-11-05
PCG Asset Management, LLC
INCREASED
Shares12,702 from 7,001
Change+5,701 (+81%)
Value$2.9M (+$1.5M)
Filed 2026-11-05
Financial Harvest, LLC
INCREASED
Shares12,696 from 11,013
Change+1,683 (+15%)
Value$2.9M (+$695.9K)
Filed 2026-10-15
Mainsail Asset Management, LLC
DECREASED
Shares12,630 from 13,385
Change-755 (-6%)
Value$3.0M (+$306.9K)
Filed 2026-10-14
Roble, Belko & Company, Inc
INCREASED
Shares12,623 from 12,426
Change+197 (+2%)
Value$2.9K (-$2.5M)
Filed 2026-11-09
Catalyst Private Wealth, LLC
INCREASED
Shares12,548 from 11,201
Change+1,347 (+12%)
Value$2.9M (+$624.5K)
Filed 2026-10-13
Cordoba Advisory Partners LLC
DECREASED
Shares12,529 from 13,367
Change-838 (-6%)
Value$2.9M (+$186.7K)
Filed 2026-10-19
American Capital Advisory, LLC
INCREASED
Shares12,518 from 12,453
Change+65 (+1%)
Value$2.9M (+$367.1K)
Filed 2026-10-28
MBA Advisors LLC
INCREASED
Shares12,506 from 11,644
Change+862 (+7%)
Value$2.9M (+$526.3K)
Filed 2026-10-29
Gibson Wealth Advisors LLC
DECREASED
Shares12,496 from 12,552
Change-56 (0%)
Value$2.9M (+$342.3K)
Filed 2026-10-20
Family Capital Management, Inc.
DECREASED
Shares12,493 from 13,718
Change-1,225 (-9%)
Value$2.9M (+$108.4K)
Filed 2026-11-03
WealthSpring Partners, LLC
DECREASED
Shares12,478 from 14,703
Change-2,225 (-15%)
Value$2.8M (-$92.2K)
Filed 2026-10-14
Silverlake Wealth Management LLC
DECREASED
Shares12,468 from 12,828
Change-360 (-3%)
Value$2.8M (+$280.7K)
Filed 2026-10-21
Mccarter Private Wealth Services LLC
INCREASED
Shares12,448 from 11,268
Change+1,180 (+10%)
Value$2.8M (+$588.3K)
Filed 2026-10-22
TCP Asset Management, LLC
DECREASED
Shares12,376 from 12,599
Change-223 (-2%)
Value$2.9M (+$374.4K)
Filed 2026-10-14
Walsh & Associates, LLC
DECREASED
Shares12,354 from 14,126
Change-1,772 (-13%)
Value$2.8M (-$5.1K)
Filed 2026-11-09
Clark Financial Services Group Inc
INCREASED
Shares12,342 from 12,194
Change+148 (+1%)
Value$2.8M (+$378.8K)
Filed 2026-10-19
Oak Barrel Wealth Advisory LLC
INCREASED
Shares12,339 from 12,252
Change+87 (+1%)
Value$2.8M (+$366.5K)
Filed 2026-11-05
Exchange Bank
DECREASED
Shares12,332 from 12,374
Change-42 (0%)
Value$2.8M (+$340.5K)
Filed 2026-10-07
E6 Portfolios, LLC
DECREASED
Shares12,328 from 13,148
Change-820 (-6%)
Value$2.8M (+$184.8K)
Filed 2026-10-26
Godsey & Gibb, Inc
DECREASED
Shares12,324 from 12,992
Change-668 (-5%)
Value$2.8M (+$215.0K)
Filed 2026-10-14
MFG Investments, LLC
NEW
Shares12,322
Change+12,322
Value$2.8M
Filed 2026-10-30
Tenzing Financial LLC
INCREASED
Shares12,320 from 12,181
Change+139 (+1%)
Value$2.7M (+$292.5K)
Filed 2026-11-03
GoalFusion Wealth Management, LLC
INCREASED
Shares12,316 from 12,074
Change+242 (+2%)
Value$2.8M (+$396.9K)
Filed 2026-10-06
Silver Lake Advisory, LLC
DECREASED
Shares12,277 from 12,327
Change-50 (0%)
Value$2.8M (+$337.3K)
Filed 2026-10-22
Stone House Investment Management, LLC
INCREASED
Shares12,264 from 11,787
Change+477 (+4%)
Value$2.8M (+$442.4K)
Filed 2026-10-23
Lakeshore Capital Group, Inc.
INCREASED
Shares12,207 from 10,515
Change+1,692 (+16%)
Value$2.8M (+$683.8K)
Filed 2026-10-20
Prescott Group Capital Management, L.L.C.
UNCHANGED
Shares12,204 from 12,204
Change0 (0%)
Value$2.8M (+$345.3K)
Filed 2026-10-30
Michael J. Porro & Co. Financial Advisors, Inc.
INCREASED
Shares12,180 from 10,045
Change+2,135 (+21%)
Value$2.8M (+$771.8K)
Filed 2026-10-16
Northstar Group, Inc.
INCREASED
Shares12,145 from 11,645
Change+500 (+4%)
Value$2.8M (+$443.6K)
Filed 2026-11-10
Mountain Capital Investment Advisors Inc.
DECREASED
Shares12,128 from 12,825
Change-697 (-5%)
Value$2.8M (+$203.6K)
Filed 2026-11-06
Titiun Yejiel
UNCHANGED
Shares12,118 from 12,118
Change0 (0%)
Value$2.8M (+$342.8K)
Filed 2026-11-06
Financial Planning Hawaii, Inc.
INCREASED
Shares12,094 from 11,211
Change+883 (+8%)
Value$2.8M (+$518.9K)
Filed 2026-10-13
Soundwatch Capital LLC
UNCHANGED
Shares12,062 from 12,062
Change0 (0%)
Value$2.8M (+$408.4K)
Filed 2026-11-04
Atlatl Advisers LLC
DECREASED
Shares12,058 from 12,677
Change-619 (-5%)
Value$2.8M (+$217.3K)
Filed 2026-10-22
Oak Thistle LLC
DECREASED
Shares12,039 from 15,211
Change-3,172 (-21%)
Value$2.7M (-$294.1K)
Filed 2026-10-21
PMG Family Office LLC
INCREASED
Shares12,029 from 11,966
Change+63 (+1%)
Value$2.8M (+$355.9K)
Filed 2026-10-19
AWM Capital, LLC
INCREASED
Shares12,013 from 6,765
Change+5,248 (+78%)
Value$2.7M (+$1.4M)
Filed 2026-10-16
Emergent Wealth Advisors, LLC
INCREASED
Shares12,006 from 11,350
Change+656 (+6%)
Value$2.7M (+$432.5K)
Filed 2026-10-09
Nautilus Advisors LLC
DECREASED
Shares12,003 from 12,254
Change-251 (-2%)
Value$2.7M (+$156.2K)
Filed 2026-10-07
Heritage Wealth Management, Inc.
INCREASED
Shares11,987 from 11,590
Change+397 (+3%)
Value$2.7M (+$418.6K)
Filed 2026-10-27
Financial Planning Navigators Corp
INCREASED
Shares11,984 from 11,405
Change+579 (+5%)
Value$2.7M (+$454.9K)
Filed 2026-10-14
Tiller Private Wealth, Inc.
INCREASED
Shares11,940 from 11,646
Change+294 (+3%)
Value$2.7M (+$396.6K)
Filed 2026-10-26
Womack Financial LLC
INCREASED
Shares11,909 from 11,842
Change+67 (+1%)
Value$2.7M (+$350.3K)
Filed 2026-10-14
21 West Wealth Management LLC
DECREASED
Shares11,897 from 12,574
Change-677 (-5%)
Value$2.7M (+$201.1K)
Filed 2026-10-13
Tradewinds Capital Management, LLC
INCREASED
Shares11,890 from 11,734
Change+156 (+1%)
Value$2.7M (+$367.6K)
Filed 2026-10-23
Private Wealth Management Group, LLC
DECREASED
Shares11,865 from 12,892
Change-1,027 (-8%)
Value$2.7M (+$130.3K)
Filed 2026-10-19
Midwest Financial Group LLC
INCREASED
Shares11,860 from 11,626
Change+234 (+2%)
Value$2.7M (+$382.3K)
Filed 2026-10-15
Roberts Wealth Advisors, LLC
INCREASED
Shares11,856 from 11,343
Change+513 (+5%)
Value$2.7M (+$438.0K)
Filed 2026-10-14
Johnson Financial Group, LLC
DECREASED
Shares11,829 from 49,118
Change-37,289 (-76%)
Value$2.7M (-$7.1M)
Filed 2026-11-03
Cadent Capital Advisors, LLC
DECREASED
Shares11,826 from 11,857
Change-31 (0%)
Value$2.7M (+$328.4K)
Filed 2026-10-09
Atwater Malick LLC
DECREASED
Shares11,807 from 11,822
Change-15 (0%)
Value$2.7M (+$331.0K)
Filed 2026-10-15
SilverOak Wealth Management LLC
DECREASED
Shares11,800 from 12,012
Change-212 (-2%)
Value$2.7M (+$291.4K)
Filed 2026-10-29
Haven Private, LLC
INCREASED
Shares11,796 from 11,237
Change+559 (+5%)
Value$2.7M (+$445.6K)
Filed 2026-10-27
OAK Family Advisors, LLC
DECREASED
Shares11,791 from 19,826
Change-8,035 (-41%)
Value$2.7M (-$1.3M)
Filed 2026-10-19
Wealthcare Capital Partners, LLC
INCREASED
Shares11,791 from 11,187
Change+604 (+5%)
Value$2.7M (+$454.4K)
Filed 2026-10-21
Next Level Private LLC
INCREASED
Shares11,782 from 8,495
Change+3,287 (+39%)
Value$2.7M (+$991.0K)
Filed 2026-10-20
Clarus Wealth Advisors
DECREASED
Shares11,763 from 18,029
Change-6,266 (-35%)
Value$2.7M (-$983.0K)
Filed 2026-10-13
HRC Wealth Management, LLC
DECREASED
Shares11,751 from 11,827
Change-76 (-1%)
Value$2.7M (+$317.2K)
Filed 2026-10-16
Momentous Wealth Management, Inc.
INCREASED
Shares11,742 from 10,388
Change+1,354 (+13%)
Value$2.7M (+$603.1K)
Filed 2026-10-21
Sculati Wealth Management, LLC
INCREASED
Shares11,737 from 11,671
Change+66 (+1%)
Value$2.7M (+$289.3K)
Filed 2026-10-19
Hall Capital Management Co Inc
DECREASED
Shares11,736 from 12,925
Change-1,189 (-9%)
Value$2.7M (+$94.1K)
Filed 2026-11-09
AdviceOne Advisory Services, LLC
INCREASED
Shares11,703 from 11,539
Change+164 (+1%)
Value$2.7M (+$363.9K)
Filed 2026-10-19
Fortress Financial Group, LLC
INCREASED
Shares11,633 from 11,097
Change+536 (+5%)
Value$2.7M (+$436.4K)
Filed 2026-10-21
Voisard Asset Management Group, Inc.
INCREASED
Shares11,629 from 9,627
Change+2,002 (+21%)
Value$2.7M (+$729.6K)
Filed 2026-10-13
Sweeney & Michel, LLC
DECREASED
Shares11,619 from 11,655
Change-36 (0%)
Value$2.7M (+$46.1K)
Filed 2026-10-16
Unified Investment Management
UNCHANGED
Shares11,610 from 11,610
Change0 (0%)
Value$2.7M (+$328.5K)
Filed 2026-10-14
Strathmore Capital Advisors, Inc.
INCREASED
Shares11,606 from 10,785
Change+821 (+8%)
Value$2.2M (-$69.5K)
Filed 2026-11-09
MBE Wealth Management, LLC
INCREASED
Shares11,594 from 11,565
Change+29 (+0%)
Value$2.6M (+$333.8K)
Filed 2026-10-26
Stolz & Associates, PS
INCREASED
Shares11,551 from 11,534
Change+17 (+0%)
Value$2.6M (+$330.2K)
Filed 2026-11-05
Prospect Financial Group LLC
DECREASED
Shares11,550 from 14,120
Change-2,570 (-18%)
Value$2.6M (-$187.5K)
Filed 2026-11-05
First Financial Group Corp
DECREASED
Shares11,500 from 11,518
Change-18 (0%)
Value$2.6M (+$321.9K)
Filed 2026-10-22
Lakeside Advisors, Inc.
DECREASED
Shares11,490 from 11,690
Change-200 (-2%)
Value$2.6M (+$285.0K)
Filed 2026-10-20
Visionary Horizons, LLC
INCREASED
Shares11,490 from 11,405
Change+85 (+1%)
Value$2.6M (+$342.1K)
Filed 2026-10-22
Lutz Financial Services LLC
INCREASED
Shares11,461 from 11,121
Change+340 (+3%)
Value$2.6M (+$392.3K)
Filed 2026-11-06
Algebris (UK) LTD
INCREASED
Shares11,459 from 11,098
Change+361 (+3%)
Value$2.6M (+$403.4K)
Filed 2026-11-06
Wheelhouse Advisory Group LLC
INCREASED
Shares11,450 from 11,088
Change+362 (+3%)
Value$2.6M (+$396.4K)
Filed 2026-10-20
Ifrah Financial Services, Inc.
DECREASED
Shares11,437 from 11,682
Change-245 (-2%)
Value$2.6M (+$274.6K)
Filed 2026-10-13
Hoertkorn Richard Charles
INCREASED
Shares11,406 from 11,056
Change+350 (+3%)
Value$2.6M (+$392.7K)
Filed 2026-11-04
Bright Futures Wealth Management, Llc.
DECREASED
Shares11,404 from 12,122
Change-718 (-6%)
Value$2.6M (+$178.9K)
Filed 2026-10-23
Burke & Herbert Bank & Trust Co
INCREASED
Shares11,397 from 11,105
Change+292 (+3%)
Value$2.6M (+$380.8K)
Filed 2026-11-02
Leslie Global Wealth, LLC
DECREASED
Shares11,393 from 11,759
Change-366 (-3%)
Value$2.6M (+$249.1K)
Filed 2026-10-26
Parkside Investments, LLC
INCREASED
Shares11,373 from 7,373
Change+4,000 (+54%)
Value$2.6M (+$1.1M)
Filed 2026-10-20
TrueWealth Advisors, LLC
INCREASED
Shares11,365 from 8,469
Change+2,896 (+34%)
Value$2.6M (+$901.0K)
Filed 2026-10-09
Boyd Wealth Management, LLC
INCREASED
Shares11,348 from 9,145
Change+2,203 (+24%)
Value$2.6M (+$761.9K)
Filed 2026-10-20
BCV Asset Management Inc.
DECREASED
Shares11,345 from 11,385
Change-40 (0%)
Value$2.6M (+$377.2K)
Filed 2026-11-06
Asset Advisory Group, Inc.
DECREASED
Shares11,337 from 11,388
Change-51 (0%)
Value$2.6M (+$310.5K)
Filed 2026-10-20
Dumont & Blake Investment Advisors LLC
DECREASED
Shares11,336 from 11,459
Change-123 (-1%)
Value$2.6M (+$296.1K)
Filed 2026-10-28
365 WMG Private Fund I: Primus Fund LLC
NEW
Shares11,330
Change+11,330
Value$2.6M
Filed 2026-10-20
Axecap Investments, LLC
DECREASED
Shares11,330 from 26,089
Change-14,759 (-57%)
Value$2.6M (-$2.6M)
Filed 2026-10-20
Pinnacle Financial Group, LLC / IL
INCREASED
Shares11,305 from 7,448
Change+3,857 (+52%)
Value$2.6M (+$1.1M)
Filed 2026-10-29
Agate Pass Investment Management, LLC
NEW
Shares11,304
Change+11,304
Value$2.6M
Filed 2026-10-20
Values First Advisors, Inc.
INCREASED
Shares11,284 from 9,945
Change+1,339 (+13%)
Value$2.6M (+$587.1K)
Filed 2026-10-23
Rahlfs Capital, LLC
UNCHANGED
Shares11,270 from 11,270
Change0 (0%)
Value$2.6M (+$318.8K)
Filed 2026-10-23
Christensen, King & Associates Investment Services, Inc.
DECREASED
Shares11,256 from 13,338
Change-2,082 (-16%)
Value$2.6M (-$98.0K)
Filed 2026-10-22
ODonnell Financial Services, LLC
INCREASED
Shares11,237 from 9,090
Change+2,147 (+24%)
Value$2.6M (+$747.5K)
Filed 2026-11-09
Westchester Capital Management, Inc.
UNCHANGED
Shares11,235 from 11,235
Change0 (0%)
Value$2.6M (+$317.8K)
Filed 2026-10-23
Edge Wealth Management LLC
DECREASED
Shares11,201 from 11,800
Change-599 (-5%)
Value$2.6M (+$223.1K)
Filed 2026-10-13
Groesbeck Investment Management Corp
DECREASED
Shares11,195 from 11,340
Change-145 (-1%)
Value$2.6K (+$288)
Filed 2026-10-26
R Squared Ltd
DECREASED
Shares11,177 from 18,057
Change-6,880 (-38%)
Value$2.6M (-$1.1M)
Filed 2026-11-06
Thor Trading Advisors, LLC
INCREASED
Shares11,144 from 8,665
Change+2,479 (+29%)
Value$2.5M (+$811.3K)
Filed 2026-11-05
Altar Rock LLC
INCREASED
Shares11,144 from 10,971
Change+173 (+2%)
Value$2.6M (+$359.9K)
Filed 2026-11-06
Global Wealth Strategies & Associates
INCREASED
Shares11,143 from 7,548
Change+3,595 (+48%)
Value$2.5M (+$1.0M)
Filed 2026-10-02
Able Wealth Management LLC
DECREASED
Shares11,125 from 12,082
Change-957 (-8%)
Value$2.7M (+$265.5K)
Filed 2026-10-13
Sherman Wealth Management LLC
INCREASED
Shares11,110 from 8,238
Change+2,872 (+35%)
Value$2.5M (+$889.0K)
Filed 2026-10-16
Summit Securities Group LLC
DECREASED
Shares11,100 from 100,925
Change-89,825 (-89%)
Value$2.5M (-$17.7M)
Filed 2026-11-05
TopTier Wealth Management, LLC
DECREASED
Shares11,083 from 11,663
Change-580 (-5%)
Value$2.5M (+$197.4K)
Filed 2026-10-16
Livet Wealth, LLC
INCREASED
Shares11,078 from 9,188
Change+1,890 (+21%)
Value$2.5M (+$691.6K)
Filed 2026-10-27
Marino, Stram & Associates LLC
INCREASED
Shares11,064 from 10,929
Change+135 (+1%)
Value$2.5M (+$340.0K)
Filed 2026-10-22
O'Domhnaill Enterprises, Inc.
INCREASED
Shares11,052 from 5,775
Change+5,277 (+91%)
Value$2.5M (+$1.4M)
Filed 2026-10-29
Traub Capital Management LLC
INCREASED
Shares11,033 from 10,453
Change+580 (+6%)
Value$2.5M (+$428.3K)
Filed 2026-11-09
Heritage Investment Group, Inc.
INCREASED
Shares11,021 from 10,742
Change+279 (+3%)
Value$2.5M (+$367.6K)
Filed 2026-11-03
Islay Capital Management, LLC
DECREASED
Shares11,018 from 11,146
Change-128 (-1%)
Value$2.5M (+$286.1K)
Filed 2026-10-20
St. Clair Advisors, LLC
INCREASED
Shares11,007 from 10,633
Change+374 (+4%)
Value$2.5M (+$386.2K)
Filed 2026-10-13
GGM Financial LLC
DECREASED
Shares10,969 from 10,994
Change-25 (0%)
Value$2.5M (+$305.3K)
Filed 2026-11-05
Pincus Capital Management, LP
INCREASED
Shares10,954 from 10,936
Change+18 (+0%)
Value$2.5M (+$313.5K)
Filed 2026-11-09
Davidson Kahn Capital Management, LLC
DECREASED
Shares10,947 from 11,240
Change-293 (-3%)
Value$2.5M (+$251.1K)
Filed 2026-10-26
Chaney Capital Management, Inc.
INCREASED
Shares10,942 from 10,882
Change+60 (+1%)
Value$2.5M (+$321.6K)
Filed 2026-11-09
Code Waechter LLC
INCREASED
Shares10,940 from 9,479
Change+1,461 (+15%)
Value$2.5M (+$601.9K)
Filed 2026-10-23
Elser Financial Planning, Inc
INCREASED
Shares10,936 from 10,764
Change+172 (+2%)
Value$2.5M (+$343.8K)
Filed 2026-10-16
Tabr Capital Management, LLC
INCREASED
Shares10,929 from 10,924
Change+5 (+0%)
Value$2.5M (+$310.2K)
Filed 2026-10-20
RF&L Wealth Management, LLC
INCREASED
Shares10,917 from 10,910
Change+7 (+0%)
Value$2.5M (+$310.2K)
Filed 2026-10-20
Opus Capital Group, LLC
DECREASED
Shares10,899 from 11,026
Change-127 (-1%)
Value$2.5K (-$2.2M)
Filed 2026-10-30
Uptown Financial Advisors LLC
INCREASED
Shares10,895 from 10,646
Change+249 (+2%)
Value$2.5M (+$358.0K)
Filed 2026-10-15
Biltmore Wealth Management, LLC
DECREASED
Shares10,893 from 10,962
Change-69 (-1%)
Value$2.5M (+$294.4K)
Filed 2026-10-09
American Institute for Advanced Investment Management, LLP
INCREASED
Shares10,863 from 10,654
Change+209 (+2%)
Value$2.5M (+$349.1K)
Filed 2026-11-03
Mount Vernon Associates Inc
INCREASED
Shares10,859 from 9,399
Change+1,460 (+16%)
Value$2.5K (-$1.9M)
Filed 2026-10-26
Lauer Wealth, LLC
NEW
Shares10,854
Change+10,854
Value$2.5M
Filed 2026-10-13
Weinberger Asset Management, Inc
INCREASED
Shares10,845 from 10,424
Change+421 (+4%)
Value$2.5M (+$384.2K)
Filed 2026-10-28
Smith Thornton Advisors LLC
INCREASED
Shares10,826 from 10,791
Change+35 (+0%)
Value$2.5M (+$276.2K)
Filed 2026-10-16
Stewardship Advisors, LLC
INCREASED
Shares10,825 from 10,474
Change+351 (+3%)
Value$2.5M (+$376.5K)
Filed 2026-10-20
Ballast, Inc.
INCREASED
Shares10,819 from 10,203
Change+616 (+6%)
Value$2.5M (+$429.3K)
Filed 2026-10-20
Ticino Wealth
INCREASED
Shares10,802 from 10,635
Change+167 (+2%)
Value$2.5M (+$339.0K)
Filed 2026-10-13
Lynx Investment Advisory
INCREASED
Shares10,800 from 10,130
Change+670 (+7%)
Value$2.5M (+$439.7K)
Filed 2026-10-27
Patton Fund Management, Inc.
DECREASED
Shares10,789 from 13,163
Change-2,374 (-18%)
Value$2.5M (-$169.8K)
Filed 2026-10-13
Blackston Financial Advisory Group, LLC
INCREASED
Shares10,786 from 9,499
Change+1,287 (+14%)
Value$2.5M (+$562.5K)
Filed 2026-11-04
Trust Co of the South
DECREASED
Shares10,761 from 11,292
Change-531 (-5%)
Value$2.5M (+$198.2K)
Filed 2026-10-21
Sentinel Pension Advisors, LLC
INCREASED
Shares10,749 from 6,812
Change+3,937 (+58%)
Value$2.5M (+$1.1M)
Filed 2026-11-02
Conrad Siegel Investment Advisors, Inc.
DECREASED
Shares10,690 from 10,698
Change-8 (0%)
Value$2.4M (+$300.8K)
Filed 2026-10-08
Cassia Capital Partners, LLC
DECREASED
Shares10,681 from 11,566
Change-885 (-8%)
Value$2.4M (+$125.1K)
Filed 2026-11-04
Elevated Capital Advisors, LLC
DECREASED
Shares10,660 from 25,524
Change-14,864 (-58%)
Value$2.4M (-$2.7M)
Filed 2026-11-04
Integrity Investment Advisors, LLC
INCREASED
Shares10,654 from 8,745
Change+1,909 (+22%)
Value$2.4M (+$683.3K)
Filed 2026-11-03
Lionshead Wealth Management, LLC
INCREASED
Shares10,647 from 10,469
Change+178 (+2%)
Value$2.4M (+$339.5K)
Filed 2026-10-21
Inspirion Wealth Advisors, LLC
INCREASED
Shares10,631 from 10,178
Change+453 (+4%)
Value$2.4M (+$416.9K)
Filed 2026-10-09
Compass Financial Group, Inc
INCREASED
Shares10,629 from 10,121
Change+508 (+5%)
Value$2.4M (+$402.2K)
Filed 2026-10-13
Meadowbrook Wealth Management, LLC
INCREASED
Shares10,619 from 9,539
Change+1,080 (+11%)
Value$2.4M (+$540.5K)
Filed 2026-10-08
Fidelis iM, LLC
NEW
Shares10,618
Change+10,618
Value$2.4M
Filed 2026-10-16
Spectrum Financial Alliance Ltd LLC
INCREASED
Shares10,610 from 1,053
Change+9,557 (+908%)
Value$2.4M (+$2.2M)
Filed 2026-10-29
Pioneer Wealth Management Group
INCREASED
Shares10,610 from 9,649
Change+961 (+10%)
Value$2.4M (+$492.4K)
Filed 2026-10-09
QP Wealth Management, LLC
DECREASED
Shares10,578 from 11,218
Change-640 (-6%)
Value$2.4M (+$171.2K)
Filed 2026-10-20
Dogwood Wealth Management LLC
DECREASED
Shares10,548 from 15,748
Change-5,200 (-33%)
Value$2.4M (-$742.1K)
Filed 2026-11-09
truNorth Financial Services, Inc.
DECREASED
Shares10,540 from 11,160
Change-620 (-6%)
Value$2.4M (+$174.1K)
Filed 2026-11-06
Aerodigm Wealth, LLC
INCREASED
Shares10,524 from 10,378
Change+146 (+1%)
Value$2.4M (+$326.9K)
Filed 2026-10-16
Sky-Mountain Capital Management, Inc.
UNCHANGED
Shares10,510 from 10,510
Change0 (0%)
Value$2.4M (+$297.3K)
Filed 2026-11-09
Birchbrook, Inc.
DECREASED
Shares10,496 from 10,601
Change-105 (-1%)
Value$2.4M (+$275.9K)
Filed 2026-10-14
Paladin Advisory Group, LLC
UNCHANGED
Shares10,451 from 10,451
Change0 (0%)
Value$2.4M (+$295.7K)
Filed 2026-11-09
WealthPoint Financial, LLC
INCREASED
Shares10,447 from 9,690
Change+757 (+8%)
Value$2.4M (+$447.0K)
Filed 2026-11-03
Schneider Downs Wealth Management Advisors, LP
INCREASED
Shares10,435 from 8,335
Change+2,100 (+25%)
Value$2.4M (+$715.4K)
Filed 2026-10-27
Godfrey Financial Associates, Inc.
INCREASED
Shares10,412 from 10,104
Change+308 (+3%)
Value$2.4M (+$356.1K)
Filed 2026-11-10
Credit Capital Investments LLC
INCREASED
Shares10,400 from 6,000
Change+4,400 (+73%)
Value$2.4M (+$1.2M)
Filed 2026-10-22
Total Wealth Planning & Management, Inc.
INCREASED
Shares10,400 from 10,366
Change+34 (+0%)
Value$2.4M (+$301.0K)
Filed 2026-10-23
Elevate Capital Advisors, LLC
DECREASED
Shares10,392 from 12,354
Change-1,962 (-16%)
Value$2.4M (-$98.7K)
Filed 2026-11-02
Berman McAleer LLC
INCREASED
Shares10,387 from 9,787
Change+600 (+6%)
Value$2.4M (+$413.9K)
Filed 2026-10-16
Kellett Wealth Advisors, LLC
DECREASED
Shares10,371 from 10,848
Change-477 (-4%)
Value$2.4M (+$197.9K)
Filed 2026-10-15
Smith & Howard Wealth Management, LLC
INCREASED
Shares10,369 from 8,688
Change+1,681 (+19%)
Value$2.4M (+$629.6K)
Filed 2026-10-27
Kondo Wealth Advisors, Inc.
INCREASED
Shares10,360 from 10,267
Change+93 (+1%)
Value$2.4M (+$311.7K)
Filed 2026-10-19
Gibson Capital, LLC
DECREASED
Shares10,357 from 13,020
Change-2,663 (-20%)
Value$2.4M (-$240.0K)
Filed 2026-10-23
Rinkey Investments
INCREASED
Shares10,323 from 10,108
Change+215 (+2%)
Value$2.4M (+$335.1K)
Filed 2026-10-28
Mengis Capital Management, Inc.
INCREASED
Shares10,322 from 8,340
Change+1,982 (+24%)
Value$2.4M (+$688.6K)
Filed 2026-10-13
Cynosure Group, LLC
UNCHANGED
Shares10,285 from 10,285
Change0 (0%)
Value$2.3M (+$291.0K)
Filed 2026-11-03
Conservest Capital Advisors, Inc.
INCREASED
Shares10,225 from 8,940
Change+1,285 (+14%)
Value$2.3M (+$546.4K)
Filed 2026-11-09
Dodds Wealth, LLC
UNCHANGED
Shares10,223 from 10,223
Change0 (0%)
Value$2.3M (+$289.2K)
Filed 2026-11-02
Main Street Group, LTD
DECREASED
Shares10,214 from 10,533
Change-319 (-3%)
Value$2.3M (+$225.2K)
Filed 2026-10-28
Johnson Wealth Management, LLC
INCREASED
Shares10,206 from 10,058
Change+148 (+1%)
Value$2.3M (+$318.4K)
Filed 2026-11-09
Gen-Wealth Partners Inc
DECREASED
Shares10,180 from 12,852
Change-2,672 (-21%)
Value$2.3M (-$246.8K)
Filed 2026-11-04
First Citizens Financial Corp
DECREASED
Shares10,168 from 10,324
Change-156 (-2%)
Value$2.3M (+$256.4K)
Filed 2026-10-02
Burk Holdings LLC
INCREASED
Shares10,161 from 9,435
Change+726 (+8%)
Value$2.3M (+$432.7K)
Filed 2026-11-05
IFS Advisors, LLC
INCREASED
Shares10,140 from 978
Change+9,162 (+937%)
Value$2.3M (+$2.1M)
Filed 2026-10-14
Ballew Advisors, Inc
DECREASED
Shares10,134 from 10,346
Change-212 (-2%)
Value$2.4M (+$355.1K)
Filed 2026-10-05
Align Financial, LLC
DECREASED
Shares10,125 from 10,160
Change-35 (0%)
Value$2.3M (+$279.4K)
Filed 2026-10-16
LiftPoint Family Wealth Advisors LLC
DECREASED
Shares10,096 from 10,121
Change-25 (0%)
Value$2.3M (+$280.6K)
Filed 2026-11-03
MTM Investment Management, LLC
INCREASED
Shares10,057 from 9,792
Change+265 (+3%)
Value$2.3M (+$337.5K)
Filed 2026-10-30
Directional Asset Management
DECREASED
Shares10,056 from 10,062
Change-6 (0%)
Value$2.3M (+$283.3K)
Filed 2026-10-22
Landaas & Co
INCREASED
Shares10,046 from 9,766
Change+280 (+3%)
Value$2.3M (+$340.1K)
Filed 2026-10-29
KWB Wealth
DECREASED
Shares10,035 from 10,116
Change-81 (-1%)
Value$2.3M (+$267.7K)
Filed 2026-10-16
Professional Advisory Services Inc
INCREASED
Shares10,032 from 9,955
Change+77 (+1%)
Value$2.3K (+$299)
Filed 2026-10-08
Investment Advisory Services Inc
DECREASED
Shares10,031 from 10,353
Change-322 (-3%)
Value$2.3M (+$219.4K)
Filed 2026-10-27
Austin Wealth Management, LLC
INCREASED
Shares10,021 from 9,273
Change+748 (+8%)
Value$2.3M (+$429.0K)
Filed 2026-11-06
SFG Wealth Management, Llc.
DECREASED
Shares10,014 from 10,783
Change-769 (-7%)
Value$2.3M (+$129.4K)
Filed 2026-10-23
Capital Asset Managemnet, LLC
INCREASED
Shares10,001 from 9,111
Change+890 (+10%)
Value$2.3M (+$461.0K)
Filed 2026-11-09
White Wing Wealth Management
INCREASED
Shares10,000 from 9,906
Change+94 (+1%)
Value$2.3M (+$301.7K)
Filed 2026-11-09
Eurizon Asset Management Hungary Ltd.
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$2.3M (+$282.9K)
Filed 2026-11-06
ProCore Advisors, LLC
INCREASED
Shares9,997 from 9,940
Change+57 (+1%)
Value$2.3M (+$294.1K)
Filed 2026-10-14
Cypress Capital Management LLC (WY)
DECREASED
Shares9,995 from 10,164
Change-169 (-2%)
Value$2.3M (+$251.4K)
Filed 2026-11-09
Halter Ferguson Financial Inc.
DECREASED
Shares9,985 from 13,537
Change-3,552 (-26%)
Value$2.3M (-$428.3K)
Filed 2026-10-21
Arcataur Capital Management LLC
UNCHANGED
Shares9,982 from 9,982
Change0 (0%)
Value$2.3M (+$282.4K)
Filed 2026-10-21
Kings Path Partners LLC
INCREASED
Shares9,978 from 1,173
Change+8,805 (+751%)
Value$2.3M (+$2.0M)
Filed 2026-10-21
Matisse Capital
INCREASED
Shares9,976 from 9,190
Change+786 (+9%)
Value$2.3M (+$439.5K)
Filed 2026-10-29
Econ Financial Services Corp
NEW
Shares9,953
Change+9,953
Value$2.3M
Filed 2026-10-19
Vericrest Private Wealth
INCREASED
Shares9,919 from 9,916
Change+3 (+0%)
Value$2.3M (+$281.2K)
Filed 2026-10-21
Center for Wealth Management Advisory
INCREASED
Shares9,855 from 8,871
Change+984 (+11%)
Value$2.3M (+$475.7K)
Filed 2026-10-23
Reston Wealth Management LLC
DECREASED
Shares9,853 from 9,996
Change-143 (-1%)
Value$2.3M (+$250.1K)
Filed 2026-10-29
North Berkeley Wealth Management, LLC
INCREASED
Shares9,847 from 9,648
Change+199 (+2%)
Value$2.2M (+$318.4K)
Filed 2026-11-02
Cpwa, LLC
INCREASED
Shares9,819 from 9,810
Change+9 (+0%)
Value$2.2M (+$259.2K)
Filed 2026-11-04
Wilkerson Advisory Group LLC
INCREASED
Shares9,810 from 8,468
Change+1,342 (+16%)
Value$2.2M (+$545.9K)
Filed 2026-10-20
C2c Wealth Management, LLC
DECREASED
Shares9,807 from 11,807
Change-2,000 (-17%)
Value$2.2M (-$122.7K)
Filed 2026-10-20
Pacific Capital Wealth Advisors, Inc.
INCREASED
Shares9,797 from 6,099
Change+3,698 (+61%)
Value$2.2M (+$1.0M)
Filed 2026-10-22
Ddfg, Inc
UNCHANGED
Shares9,793 from 9,793
Change0 (0%)
Value$2.2M (+$277.0K)
Filed 2026-10-15
Silvia Mccoll Wealth Management, LLC
DECREASED
Shares9,785 from 10,110
Change-325 (-3%)
Value$2.2M (+$211.8K)
Filed 2026-10-07
TrustBank
DECREASED
Shares9,784 from 9,944
Change-160 (-2%)
Value$2.2M (+$244.8K)
Filed 2026-10-20
Denver PWM, LLC
INCREASED
Shares9,783 from 9,780
Change+3 (+0%)
Value$2.2M (+$32.2K)
Filed 2026-10-22
Defender Capital, Llc.
INCREASED
Shares9,734 from 7,534
Change+2,200 (+29%)
Value$2.2M (+$715.6K)
Filed 2026-10-01
Mission Financial Group, LLC
INCREASED
Shares9,732 from 9,441
Change+291 (+3%)
Value$2.2M (+$333.5K)
Filed 2026-10-21
Kennicott Capital Management LLC
UNCHANGED
Shares9,730 from 9,730
Change0 (0%)
Value$2.2M (+$275.3K)
Filed 2026-10-16
JLB & Associates Inc
UNCHANGED
Shares9,717 from 9,717
Change0 (0%)
Value$1.9M ($0)
Filed 2026-10-27
BetterWealth, LLC
DECREASED
Shares9,699 from 11,355
Change-1,656 (-15%)
Value$2.2M (-$56.9K)
Filed 2026-10-15
Aries Wealth Management
INCREASED
Shares9,676 from 8,286
Change+1,390 (+17%)
Value$2.2M (+$551.9K)
Filed 2026-10-23
Measured Risk Portfolios, Inc.
DECREASED
Shares9,667 from 9,668
Change-1 (0%)
Value$2.2M (+$273.3K)
Filed 2026-10-21
M.E. Allison & Co., Inc.
DECREASED
Shares9,661 from 10,093
Change-432 (-4%)
Value$2.2M (+$186.9K)
Filed 2026-10-09
Next Level Wealth Planning, LLC
INCREASED
Shares9,661 from 9,637
Change+24 (+0%)
Value$2.2M (+$278.1K)
Filed 2026-10-29
Monte Financial Group, LLC
DECREASED
Shares9,642 from 9,646
Change-4 (0%)
Value$2.2M (+$265.6K)
Filed 2026-11-02
Aquire Wealth Advisors, LLC
INCREASED
Shares9,624 from 9,107
Change+517 (+6%)
Value$2.2M (+$375.6K)
Filed 2026-10-23
Hughes Financial Services, LLC
INCREASED
Shares9,608 from 7,295
Change+2,313 (+32%)
Value$2.1M (+$593.2K)
Filed 2026-10-30
Lexington Hill Partners, LLC
INCREASED
Shares9,607 from 8,834
Change+773 (+9%)
Value$2.2M (+$426.4K)
Filed 2026-10-13
Magnolia Capital Management LTD
DECREASED
Shares9,600 from 9,601
Change-1 (0%)
Value$2.2K (+$271)
Filed 2026-10-09
Crane Advisory, LLC
INCREASED
Shares9,575 from 9,538
Change+37 (+0%)
Value$2.3M (+$309.1K)
Filed 2026-10-13
William Allan Corp
DECREASED
Shares9,541 from 9,678
Change-137 (-1%)
Value$2.2M (+$242.4K)
Filed 2026-10-14
Grandfield & Dodd, LLC
DECREASED
Shares9,526 from 9,766
Change-240 (-2%)
Value$2.2M (+$221.5K)
Filed 2026-10-29
Covestor Ltd
DECREASED
Shares9,515 from 10,323
Change-808 (-8%)
Value$2.2K (-$2.1M)
Filed 2026-10-30
Darwin Wealth Management, LLC
INCREASED
Shares9,512 from 7,782
Change+1,730 (+22%)
Value$2.2M (+$615.3K)
Filed 2026-11-09
Armor Investment Advisors, LLC
INCREASED
Shares9,507 from 9,082
Change+425 (+5%)
Value$2.2M (+$354.0K)
Filed 2026-10-27
Sunrise Financial Services, LLC
DECREASED
Shares9,497 from 10,053
Change-556 (-6%)
Value$2.2M (+$157.4K)
Filed 2026-10-21
Reap Financial Group, LLC
INCREASED
Shares9,491 from 8,926
Change+565 (+6%)
Value$2.2M (+$381.6K)
Filed 2026-11-02
MFG Wealth Management, Inc.
INCREASED
Shares9,481 from 9,400
Change+81 (+1%)
Value$2.2M (+$284.5K)
Filed 2026-10-09
O'Connor Financial Group LLC
INCREASED
Shares9,471 from 9,376
Change+95 (+1%)
Value$2.2M (+$286.9K)
Filed 2026-10-26
Thomas Story & SON LLC
INCREASED
Shares9,412 from 9,257
Change+155 (+2%)
Value$2.1M (+$297.3K)
Filed 2026-10-13
Opulen Financial Group LLC
INCREASED
Shares9,411 from 8,690
Change+721 (+8%)
Value$2.1M (+$410.5K)
Filed 2026-10-22
RHS Financial, LLC
DECREASED
Shares9,404 from 9,922
Change-518 (-5%)
Value$2.1M (+$162.4K)
Filed 2026-10-13
Athena Wealth Management, LLC
INCREASED
Shares9,397 from 9,392
Change+5 (+0%)
Value$2.1M (+$266.8K)
Filed 2026-10-09
Brookmont Capital Management
INCREASED
Shares9,388 from 9,232
Change+156 (+2%)
Value$2.1M (+$296.8K)
Filed 2026-10-23
Point Nemo Capital, LLC
DECREASED
Shares9,375 from 10,065
Change-690 (-7%)
Value$2.1M (+$127.3K)
Filed 2026-11-03
LMG Wealth Partners, LLC
INCREASED
Shares9,368 from 8,456
Change+912 (+11%)
Value$2.1M (+$447.5K)
Filed 2026-11-05
Lynch & Associates
INCREASED
Shares9,332 from 8,726
Change+606 (+7%)
Value$2.1M (+$385.3K)
Filed 2026-10-13
Dakota Community Bank & Trust NA
INCREASED
Shares9,321 from 6,303
Change+3,018 (+48%)
Value$2.1M (+$867.6K)
Filed 2026-10-09
Wetzel Investment Advisors, Inc.
INCREASED
Shares9,288 from 9,103
Change+185 (+2%)
Value$2.1M (+$302.1K)
Filed 2026-10-13
LEE Johnson Capital Management, LLC
DECREASED
Shares9,284 from 31,378
Change-22,094 (-70%)
Value$2.1M (-$4.2M)
Filed 2026-11-09
Wealth Management Nebraska
INCREASED
Shares9,279 from 8,617
Change+662 (+8%)
Value$2.1M (+$395.1K)
Filed 2026-10-26
Lighthouse Wealth Management Inc.
DECREASED
Shares9,251 from 9,577
Change-326 (-3%)
Value$2.1M (+$196.5K)
Filed 2026-10-13
Viewpoint Investment Partners Corp
DECREASED
Shares9,248 from 10,133
Change-885 (-9%)
Value$2.6M (+$147.1K)
Filed 2026-10-26
Westco Advisory Services Inc
INCREASED
Shares9,247 from 9,197
Change+50 (+1%)
Value$2.1M (+$271.6K)
Filed 2026-10-14
LVZ, Inc.
INCREASED
Shares9,241 from 8,761
Change+480 (+5%)
Value$2.1M (+$357.5K)
Filed 2026-10-20
Destiny Capital Corp
INCREASED
Shares9,224 from 7,447
Change+1,777 (+24%)
Value$2.1M (+$616.6K)
Filed 2026-11-03
Affiance Financial, LLC
DECREASED
Shares9,214 from 9,386
Change-172 (-2%)
Value$2.1M (+$226.3K)
Filed 2026-10-15
South Shore Capital Advisors
INCREASED
Shares9,209 from 8,621
Change+588 (+7%)
Value$2.1M (+$378.2K)
Filed 2026-10-20
Miller Global Investments, LLC
INCREASED
Shares9,203 from 7,811
Change+1,392 (+18%)
Value$2.1M (+$538.9K)
Filed 2026-10-02
Kooman & Associates
INCREASED
Shares9,202 from 8,464
Change+738 (+9%)
Value$2.1M (+$408.0K)
Filed 2026-10-21
Global Trust Wealth Management LLC
DECREASED
Shares9,200 from 9,204
Change-4 (0%)
Value$2.1M (+$259.5K)
Filed 2026-10-14
Advus Financial Partners, LLC
INCREASED
Shares9,197 from 6,978
Change+2,219 (+32%)
Value$2.1M (+$705.9K)
Filed 2026-10-20
Jmac Enterprises LLC
UNCHANGED
Shares9,194 from 9,194
Change0 (0%)
Value$2.1M (+$260.1K)
Filed 2026-10-30
BankChampaign, National Association
DECREASED
Shares9,183 from 9,370
Change-187 (-2%)
Value$2.1M (+$222.4K)
Filed 2026-10-19
Dhjj Financial Advisors, Ltd.
INCREASED
Shares9,167 from 9,160
Change+7 (+0%)
Value$2.1M (+$260.7K)
Filed 2026-10-23
Mendel Money Management
DECREASED
Shares9,158 from 9,266
Change-108 (-1%)
Value$2.1M (+$237.5K)
Filed 2026-11-02
AmeriServ Wealth Advisors
DECREASED
Shares9,120 from 10,262
Change-1,142 (-11%)
Value$2.1M (+$29.5K)
Filed 2026-10-21
Hartmann Taylor Wealth Management, LLC
INCREASED
Shares9,115 from 8,867
Change+248 (+3%)
Value$2.1M (+$535.3K)
Filed 2026-10-14
Poinciana Advisors Group, LLC
DECREASED
Shares9,086 from 9,210
Change-124 (-1%)
Value$2.1M (+$232.1K)
Filed 2026-11-06
Royal Harbor Partners, LLC
INCREASED
Shares9,083 from 8,935
Change+148 (+2%)
Value$2.1M (+$286.7K)
Filed 2026-10-29
True Wealth Design, LLC
INCREASED
Shares9,032 from 7,904
Change+1,128 (+14%)
Value$2.1M (+$481.2K)
Filed 2026-10-13
Mueller Wealth, LLC
UNCHANGED
Shares9,013 from 9,013
Change0 (0%)
Value$2.1M (+$255.0K)
Filed 2026-11-05
Balance Wealth Partners LLC
INCREASED
Shares8,973 from 8,903
Change+70 (+1%)
Value$2.0M (+$267.9K)
Filed 2026-10-27
WestHill Financial Advisors, Inc.
INCREASED
Shares8,964 from 8,753
Change+211 (+2%)
Value$2.0M (+$295.8K)
Filed 2026-10-14
Philip James Wealth Mangement, LLC
DECREASED
Shares8,962 from 9,254
Change-292 (-3%)
Value$2.0M (+$195.1K)
Filed 2026-10-27
Allied Investment Advisors, LLC
INCREASED
Shares8,953 from 8,870
Change+83 (+1%)
Value$2.0M (+$269.9K)
Filed 2026-10-13
Gainplan LLC
INCREASED
Shares8,944 from 8,306
Change+638 (+8%)
Value$2.0M (+$380.5K)
Filed 2026-10-09
Dominguez Wealth Management Solutions, Inc.
DECREASED
Shares8,941 from 10,350
Change-1,409 (-14%)
Value$2.0M (-$29.1K)
Filed 2026-10-07
Heritage OAK Wealth Advisors LLC
INCREASED
Shares8,915 from 6,860
Change+2,055 (+30%)
Value$2.0M (+$665.5K)
Filed 2026-10-14
Somerset Trust Co
UNCHANGED
Shares8,902 from 8,902
Change0 (0%)
Value$2.0M (+$251.8K)
Filed 2026-10-13
Pine Haven Investment Counsel, Inc
DECREASED
Shares8,898 from 9,108
Change-210 (-2%)
Value$2.0M (+$209.7K)
Filed 2026-11-02
Briaud Financial Planning Inc
INCREASED
Shares8,889 from 8,738
Change+151 (+2%)
Value$2.0M (+$281.7K)
Filed 2026-10-20
Heartwood Wealth Advisors LLC
DECREASED
Shares8,849 from 9,134
Change-285 (-3%)
Value$2.0M (+$193.3K)
Filed 2026-10-05
Foronjy Financial LLC
INCREASED
Shares8,845 from 4,894
Change+3,951 (+81%)
Value$2.0M (+$1.0M)
Filed 2026-10-14
Pathway Financial Advisors LLC
INCREASED
Shares8,844 from 8,784
Change+60 (+1%)
Value$2.0M (+$308.4K)
Filed 2026-10-07
Asset Allocation Strategies LLC
INCREASED
Shares8,838 from 8,569
Change+269 (+3%)
Value$2.0M (+$303.8K)
Filed 2026-10-20
Pacific Excel Wealth Advisors, Inc.
DECREASED
Shares8,827 from 34,193
Change-25,366 (-74%)
Value$2.0M (-$4.8M)
Filed 2026-10-27
Bryant Woods Investment Advisors, LLC
DECREASED
Shares8,821 from 8,860
Change-39 (0%)
Value$2.0M (+$241.8K)
Filed 2026-10-26
Scratch Capital LLC
INCREASED
Shares8,799 from 8,490
Change+309 (+4%)
Value$2.0M (+$310.8K)
Filed 2026-11-02
Echo45 Advisors LLC
INCREASED
Shares8,791 from 7,409
Change+1,382 (+19%)
Value$2.0M (+$525.1K)
Filed 2026-10-07
Aspen Wealth Management LLC
INCREASED
Shares8,778 from 6,133
Change+2,645 (+43%)
Value$2.0M (+$779.8K)
Filed 2026-10-14
Live Oak Private Wealth LLC
INCREASED
Shares8,778 from 7,961
Change+817 (+10%)
Value$2.0M (+$411.8K)
Filed 2026-11-02
Post Resch Tallon Group Inc.
INCREASED
Shares8,752 from 8,632
Change+120 (+1%)
Value$2.0M (+$271.6K)
Filed 2026-10-09
Human Investing LLC
INCREASED
Shares8,741 from 4,480
Change+4,261 (+95%)
Value$2.0M (+$1.1M)
Filed 2026-10-19
Kelman-Lazarov, Inc.
INCREASED
Shares8,734 from 5,830
Change+2,904 (+50%)
Value$2.0M (+$828.2K)
Filed 2026-11-09
Evolution Wealth Management Inc.
DECREASED
Shares8,725 from 9,843
Change-1,118 (-11%)
Value$2.0M (+$118.1K)
Filed 2026-10-28
DiNuzzo Private Wealth, Inc.
DECREASED
Shares8,720 from 8,770
Change-50 (-1%)
Value$2.0M (+$236.7K)
Filed 2026-10-16
Brickley Wealth Management
INCREASED
Shares8,718 from 7,399
Change+1,319 (+18%)
Value$2.0M (+$510.6K)
Filed 2026-11-04
Compton Wealth Advisory Group, LLC
INCREASED
Shares8,690 from 1,360
Change+7,330 (+539%)
Value$2.0M (+$1.7M)
Filed 2026-10-13
Montchanin Asset Management, LLC
INCREASED
Shares8,681 from 8,524
Change+157 (+2%)
Value$2.0K (-$1.7M)
Filed 2026-11-02
S.E.E.D. Planning Group LLC
INCREASED
Shares8,678 from 3,128
Change+5,550 (+177%)
Value$2.0M (+$1.4M)
Filed 2026-10-07
James T. Borello RIA
INCREASED
Shares8,675 from 8,359
Change+316 (+4%)
Value$2.0M (+$308.6K)
Filed 2026-10-16
Joseph Group Capital Management
INCREASED
Shares8,664 from 7,809
Change+855 (+11%)
Value$2.0M (+$416.2K)
Filed 2026-11-04
Bear Mountain Capital, Inc.
DECREASED
Shares8,658 from 8,759
Change-101 (-1%)
Value$1.9M (-$1.1K)
Filed 2026-11-04
Daviman Financial, LLC
INCREASED
Shares8,633 from 8,528
Change+105 (+1%)
Value$2.0M (+$265.1K)
Filed 2026-11-06
Serenity Investment Advisors
DECREASED
Shares8,621 from 8,897
Change-276 (-3%)
Value$2.0M (+$39.5K)
Filed 2026-10-30
Crescent Sterling, Ltd.
DECREASED
Shares8,615 from 9,423
Change-808 (-9%)
Value$2.0M (+$82.0K)
Filed 2026-10-16
Vestia Personal Wealth Advisors
INCREASED
Shares8,604 from 8,350
Change+254 (+3%)
Value$2.0M (+$294.2K)
Filed 2026-10-20
Inman Jager Wealth Management, LLC
DECREASED
Shares8,580 from 8,615
Change-35 (0%)
Value$2.0M (+$235.7K)
Filed 2026-11-05
Sage Mountain Advisors LLC
DECREASED
Shares8,571 from 16,937
Change-8,366 (-49%)
Value$2.0M (-$1.4M)
Filed 2026-11-02
Quest 10 Wealth Builders, Inc.
INCREASED
Shares8,558 from 6,972
Change+1,586 (+23%)
Value$1.9M (+$466.4K)
Filed 2026-11-02
Apeiron RIA LLC
DECREASED
Shares8,551 from 9,888
Change-1,337 (-14%)
Value$2.0M (-$4.6K)
Filed 2026-10-08
Freedom Financial Partners LLC
INCREASED
Shares8,523 from 6,368
Change+2,155 (+34%)
Value$1.9M (+$672.3K)
Filed 2026-10-19
Vestor Capital, LLC
INCREASED
Shares8,498 from 707
Change+7,791 (+1102%)
Value$915 (+$853)
Filed 2026-11-04
Veery Capital, LLC
INCREASED
Shares8,496 from 8,469
Change+27 (+0%)
Value$1.9M (+$245.7K)
Filed 2026-10-07
Unify Financial Advisors
DECREASED
Shares8,495 from 8,882
Change-387 (-4%)
Value$1.9M (+$162.8K)
Filed 2026-11-03
Matthew Goff Investment Advisor, LLC
INCREASED
Shares8,475 from 8,439
Change+36 (+0%)
Value$1.9M (+$247.0K)
Filed 2026-10-13
Cascade Investment Group, Inc.
DECREASED
Shares8,471 from 8,563
Change-92 (-1%)
Value$1.9M (+$221.2K)
Filed 2026-10-13
Roxbury Financial LLC
INCREASED
Shares8,470 from 8,463
Change+7 (+0%)
Value$1.9M (+$241.0K)
Filed 2026-10-01
DWR Wealth Management, LLC
INCREASED
Shares8,454 from 7,986
Change+468 (+6%)
Value$1.9M (+$363.9K)
Filed 2026-10-13
Swmg, LLC
INCREASED
Shares8,451 from 8,087
Change+364 (+5%)
Value$1.8M (+$80.5K)
Filed 2026-10-23
Mattern Capital Management, LLC
INCREASED
Shares8,431 from 8,306
Change+125 (+2%)
Value$1.9M (+$263.5K)
Filed 2026-11-02
EQ LLC
INCREASED
Shares8,419 from 6,419
Change+2,000 (+31%)
Value$1.9M (+$638.2K)
Filed 2026-11-09
Sankala Group LLC
DECREASED
Shares8,417 from 8,493
Change-76 (-1%)
Value$1.9M (+$74.9K)
Filed 2026-11-09
Welch Financial Planning, LLC
INCREASED
Shares8,370 from 5,545
Change+2,825 (+51%)
Value$1.9M (+$802.0K)
Filed 2026-11-06
William Mack & Associates, Inc.
INCREASED
Shares8,362 from 6,903
Change+1,459 (+21%)
Value$1.9M (+$528.6K)
Filed 2026-10-27
Pettinga Financial Advisors LLC
INCREASED
Shares8,351 from 8,098
Change+253 (+3%)
Value$1.9M (+$286.9K)
Filed 2026-10-13
Tableaux LLC
INCREASED
Shares8,343 from 2,097
Change+6,246 (+298%)
Value$1.9M (+$1.5M)
Filed 2026-10-23
Leonard Rickey Investment Advisors P.L.L.C.
INCREASED
Shares8,316 from 7,802
Change+514 (+7%)
Value$1.9M (+$338.1K)
Filed 2026-10-29
Thoma Capital Management LLC
DECREASED
Shares8,277 from 8,639
Change-362 (-4%)
Value$1.9M (+$161.7K)
Filed 2026-10-19
Worthington Financial Partners, LLC
INCREASED
Shares8,267 from 8,260
Change+7 (+0%)
Value$1.9M (+$235.4K)
Filed 2026-10-13
Meriwether Wealth & Planning, LLC
DECREASED
Shares8,264 from 8,528
Change-264 (-3%)
Value$1.9M (+$181.0K)
Filed 2026-10-13
Fell Capital Management
DECREASED
Shares8,261 from 8,522
Change-261 (-3%)
Value$1.9M (+$181.5K)
Filed 2026-10-09
Macro Advisors, Inc.
INCREASED
Shares8,250 from 8,096
Change+154 (+2%)
Value$1.9M (+$264.4K)
Filed 2026-11-09
Grange Capital, LLC
DECREASED
Shares8,244 from 8,282
Change-38 (0%)
Value$1.9M (+$225.6K)
Filed 2026-10-20
Towercrest Capital Management
DECREASED
Shares8,218 from 8,696
Change-478 (-5%)
Value$1.9M (+$136.8K)
Filed 2026-10-23
Dala Group, LLC
INCREASED
Shares8,217 from 7,673
Change+544 (+7%)
Value$1.9M (+$341.5K)
Filed 2026-10-29
Lavelle Capital LP
DECREASED
Shares8,211 from 9,341
Change-1,130 (-12%)
Value$1.9M (+$6.2K)
Filed 2026-11-03
Cutler Investment Counsel LLC
INCREASED
Shares8,207 from 8,158
Change+49 (+1%)
Value$1.9M (+$243.9K)
Filed 2026-10-28
Hubbell Strickland Wealth Management, LLC
UNCHANGED
Shares8,193 from 8,193
Change0 (0%)
Value$1.9M (+$231.8K)
Filed 2026-10-29
Ackerman Capital Advisors, LLC
INCREASED
Shares8,182 from 1,350
Change+6,832 (+506%)
Value$1.9M (+$1.6M)
Filed 2026-10-30
Sentry LLC
UNCHANGED
Shares8,181 from 8,181
Change0 (0%)
Value$1.9M (+$231.4K)
Filed 2026-10-30
Randall & Associates Wealth Management
INCREASED
Shares8,176 from 7,722
Change+454 (+6%)
Value$1.9M (+$322.1K)
Filed 2026-10-20
Wealth Intelligence, LLC
DECREASED
Shares8,164 from 8,384
Change-220 (-3%)
Value$1.9M (+$186.9K)
Filed 2026-10-16
Elevated Financial Group LLC
DECREASED
Shares8,162 from 9,302
Change-1,140 (-12%)
Value$1.9M (+$2.8K)
Filed 2026-10-16
Wulff, Hansen & Co.
DECREASED
Shares8,150 from 8,304
Change-154 (-2%)
Value$1.9M (+$199.8K)
Filed 2026-11-09
Family Investment Center, Inc.
INCREASED
Shares8,134 from 6,923
Change+1,211 (+17%)
Value$1.9M (+$472.5K)
Filed 2026-10-19
Helium Advisors LLC
DECREASED
Shares8,125 from 12,854
Change-4,729 (-37%)
Value$1.9M (-$716.4K)
Filed 2026-10-23
Southern Financial Group, LLC
INCREASED
Shares8,112 from 6,600
Change+1,512 (+23%)
Value$1.9M (+$532.0K)
Filed 2026-10-30
Wagner Wealth Management, Corp
DECREASED
Shares8,070 from 9,947
Change-1,877 (-19%)
Value$1.8M (-$147.3K)
Filed 2026-10-20
Maryland Capital Advisors Inc.
UNCHANGED
Shares8,054 from 8,054
Change0 (0%)
Value$1.8M (+$227.8K)
Filed 2026-10-15
PPS&V Asset Management Consultants, Inc.
DECREASED
Shares8,050 from 8,226
Change-176 (-2%)
Value$1.8M (+$192.5K)
Filed 2026-10-06
Cyr Financial Inc.
INCREASED
Shares8,020 from 7,612
Change+408 (+5%)
Value$1.8M (+$308.5K)
Filed 2026-10-16
Paulson Wealth Management Inc.
DECREASED
Shares8,004 from 8,437
Change-433 (-5%)
Value$1.8M (+$139.8K)
Filed 2026-11-02
Roth Financial Partners LLC
UNCHANGED
Shares8,000 from 8,000
Change0 (0%)
Value$1.8M (+$226.3K)
Filed 2026-10-06
Phraction Management LLC
UNCHANGED
Shares8,000 from 8,000
Change0 (0%)
Value$1.8M (+$226.3K)
Filed 2026-10-14
LB Partners LLC
UNCHANGED
Shares8,000 from 8,000
Change0 (0%)
Value$1.8M (+$226.3K)
Filed 2026-11-05
Oath Planning, LLC
INCREASED
Shares7,985 from 5,313
Change+2,672 (+50%)
Value$1.8M (+$760.6K)
Filed 2026-10-20
Outfitters Financial LLC
INCREASED
Shares7,985 from 7,485
Change+500 (+7%)
Value$1.8M (+$325.9K)
Filed 2026-10-23
Objective Capital Management, LLC
UNCHANGED
Shares7,980 from 7,980
Change0 (0%)
Value$1.8M (+$225.8K)
Filed 2026-10-13
Collaborative Capital Advisors LLC
INCREASED
Shares7,960 from 6,460
Change+1,500 (+23%)
Value$1.8M (+$527.3K)
Filed 2026-11-06
Copper Harbor Investment Advisors, LLC
INCREASED
Shares7,946 from 7,325
Change+621 (+8%)
Value$1.8M (+$349.1K)
Filed 2026-10-16
Guardian Financial Partners, LLC
INCREASED
Shares7,924 from 5,799
Change+2,125 (+37%)
Value$1.8M (+$649.4K)
Filed 2026-11-04
Rodgers & Associates, LTD
INCREASED
Shares7,910 from 7,876
Change+34 (+0%)
Value$1.8M (+$230.6K)
Filed 2026-10-20
ATX Financial Planning, LLC
DECREASED
Shares7,899 from 9,613
Change-1,714 (-18%)
Value$1.8M (-$119.5K)
Filed 2026-10-14
Michels Family Financial, LLC
INCREASED
Shares7,896 from 7,821
Change+75 (+1%)
Value$1.8M (+$238.4K)
Filed 2026-11-02
Key Capital Management, Inc
INCREASED
Shares7,850 from 4,600
Change+3,250 (+71%)
Value$1.8M (+$839.3K)
Filed 2026-11-03
Alliance Wealth Management Group
DECREASED
Shares7,848 from 8,326
Change-478 (-6%)
Value$1.8M (+$126.4K)
Filed 2026-10-29
Valued Retirements, Inc.
INCREASED
Shares7,829 from 7,603
Change+226 (+3%)
Value$1.8M (+$266.7K)
Filed 2026-11-06
Waller Financial Planning Group, Inc
INCREASED
Shares7,804 from 6,142
Change+1,662 (+27%)
Value$1.8M (+$553.3K)
Filed 2026-10-07
Financial Symmetry Inc
DECREASED
Shares7,804 from 7,825
Change-21 (0%)
Value$1.8M (+$216.6K)
Filed 2026-10-06
Cherry Tree Wealth Management, LLC
DECREASED
Shares7,801 from 8,163
Change-362 (-4%)
Value$1.8M (+$148.1K)
Filed 2026-10-15
Kelsey Financial, LLC
DECREASED
Shares7,789 from 7,790
Change-1 (0%)
Value$1.8M (+$220.2K)
Filed 2026-10-28
Watchman Group, Inc.
INCREASED
Shares7,782 from 1,897
Change+5,885 (+310%)
Value$1.8M (+$1.4M)
Filed 2026-10-16
Letson Investment Management, Inc.
INCREASED
Shares7,781 from 7,637
Change+144 (+2%)
Value$1.8M (+$248.9K)
Filed 2026-11-05
Braun-Bostich & Associates Inc.
INCREASED
Shares7,777 from 7,633
Change+144 (+2%)
Value$1.8M (+$248.8K)
Filed 2026-10-20
Bay Capital Advisors, LLC
DECREASED
Shares7,775 from 8,551
Change-776 (-9%)
Value$1.8M (+$64.7K)
Filed 2026-10-16
Thompson Davis & Co., Inc.
DECREASED
Shares7,755 from 9,420
Change-1,665 (-18%)
Value$1.8M (-$113.8K)
Filed 2026-11-05
Split Rock Private Trading & Wealth Management, LLC
INCREASED
Shares7,743 from 7,731
Change+12 (+0%)
Value$1.8M (+$221.4K)
Filed 2026-10-15
ZynergyRetirementPlanningLLC
DECREASED
Shares7,737 from 9,648
Change-1,911 (-20%)
Value$1.8M (-$163.5K)
Filed 2026-10-08
Capital Management Associates, Inc
INCREASED
Shares7,733 from 7,659
Change+74 (+1%)
Value$1.8M (+$233.6K)
Filed 2026-10-20
Hibernia Wealth Partners, LLC
INCREASED
Shares7,726 from 5,159
Change+2,567 (+50%)
Value$1.8M (+$732.2K)
Filed 2026-10-29
Sather Financial Group Inc
INCREASED
Shares7,714 from 7,557
Change+157 (+2%)
Value$1.8M (+$249.8K)
Filed 2026-10-30
Penobscot Wealth Management
DECREASED
Shares7,708 from 8,068
Change-360 (-4%)
Value$1.8M (+$145.9K)
Filed 2026-10-21
Corrado Advisors, LLC
DECREASED
Shares7,690 from 7,790
Change-100 (-1%)
Value$1.8M (+$197.5K)
Filed 2026-10-27
KW Wealth Management LLC
NEW
Shares7,680
Change+7,680
Value$1.8M
Filed 2026-10-28
Keener Financial Planning LLC
INCREASED
Shares7,676 from 7,242
Change+434 (+6%)
Value$1.8M (+$304.1K)
Filed 2026-11-06
CJM Wealth Advisers, Ltd.
DECREASED
Shares7,673 from 9,725
Change-2,052 (-21%)
Value$1.8M (-$193.6K)
Filed 2026-10-27
Phoenix Wealth Advisors
INCREASED
Shares7,666 from 7,104
Change+562 (+8%)
Value$1.8M (+$329.3K)
Filed 2026-11-03
Spectrum Wealth Advisory Group, LLC
INCREASED
Shares7,649 from 7,008
Change+641 (+9%)
Value$1.7M (+$344.6K)
Filed 2026-10-29
Addison Advisors LLC
INCREASED
Shares7,648 from 7,325
Change+323 (+4%)
Value$1.7M (+$281.1K)
Filed 2026-11-06
Wealth Group Ltd
DECREASED
Shares7,642 from 11,738
Change-4,096 (-35%)
Value$1.8M (-$560.7K)
Filed 2026-10-07
Townsend & Associates, Inc
INCREASED
Shares7,641 from 6,586
Change+1,055 (+16%)
Value$1.6M (+$297.4K)
Filed 2026-10-23
Alliance Wealth Advisors, LLC
DECREASED
Shares7,638 from 8,382
Change-744 (-9%)
Value$1.7M (+$67.2K)
Filed 2026-10-14
Lake Hills Wealth Management, LLC
INCREASED
Shares7,625 from 7,425
Change+200 (+3%)
Value$1.7M (+$255.7K)
Filed 2026-10-07
Shakespeare Wealth Management, LLC
INCREASED
Shares7,605 from 7,561
Change+44 (+1%)
Value$1.7M (+$223.9K)
Filed 2026-10-28
W.H. Cornerstone Investments Inc.
INCREASED
Shares7,566 from 7,220
Change+346 (+5%)
Value$1.7M (+$283.2K)
Filed 2026-11-03
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
INCREASED
Shares7,550 from 7,140
Change+410 (+6%)
Value$1.7M (+$295.6K)
Filed 2026-11-06
Saxon Interests, Inc.
DECREASED
Shares7,529 from 43,314
Change-35,785 (-83%)
Value$1.7M (-$6.9M)
Filed 2026-10-26
John G Ullman & Associates Inc
INCREASED
Shares7,514 from 6,514
Change+1,000 (+15%)
Value$1.7M (+$412.7K)
Filed 2026-11-04
Disciplined Equity Management, Inc.
UNCHANGED
Shares7,507 from 7,507
Change0 (0%)
Value$1.7M (+$212.4K)
Filed 2026-10-14
Integrated Wealth Management
DECREASED
Shares7,504 from 7,548
Change-44 (-1%)
Value$1.7M (+$203.5K)
Filed 2026-10-19
Mariner Investment Group LLC
NEW
Shares7,500
Change+7,500
Value$1.7M
Filed 2026-11-04
TrueMark Investments, LLC
DECREASED
Shares7,498 from 7,615
Change-117 (-2%)
Value$1.7M (+$188.7K)
Filed 2026-11-05
Stirlingshire Investments, Inc.
INCREASED
Shares7,473 from 7,455
Change+18 (+0%)
Value$1.7M (+$217.0K)
Filed 2026-11-05
Tenon Financial LLC
INCREASED
Shares7,469 from 7,180
Change+289 (+4%)
Value$1.7M (+$269.1K)
Filed 2026-10-14
Pecaut & Co.
INCREASED
Shares7,456 from 7,391
Change+65 (+1%)
Value$1.7M (+$223.9K)
Filed 2026-10-27
Carson Advisory Inc.
INCREASED
Shares7,446 from 7,365
Change+81 (+1%)
Value$1.7M (+$226.9K)
Filed 2026-11-06
Flower City Capital
DECREASED
Shares7,425 from 7,430
Change-5 (0%)
Value$1.7M (+$210.9K)
Filed 2026-10-15
HMV Wealth Advisors, LLC
INCREASED
Shares7,421 from 6,516
Change+905 (+14%)
Value$1.7M (+$391.0K)
Filed 2026-10-27
LifePlan Financial, LLC
INCREASED
Shares7,411 from 3,819
Change+3,592 (+94%)
Value$1.7M (+$943.9K)
Filed 2026-10-13
Liberty Atlantic Advisors LLC
INCREASED
Shares7,387 from 3,019
Change+4,368 (+145%)
Value$1.7M (+$1.1M)
Filed 2026-10-14
Invested Advisors
DECREASED
Shares7,381 from 7,512
Change-131 (-2%)
Value$1.7M (+$182.6K)
Filed 2026-10-23
Storen Legacy Partners, LLC
DECREASED
Shares7,357 from 7,448
Change-91 (-1%)
Value$1.7M (+$189.9K)
Filed 2026-11-09
Verity & Verity, LLC
INCREASED
Shares7,334 from 7,107
Change+227 (+3%)
Value$1.7M (+$252.9K)
Filed 2026-10-23
Burkett Financial Services, LLC
INCREASED
Shares7,329 from 5,214
Change+2,115 (+41%)
Value$1.7M (+$630.5K)
Filed 2026-10-01
Pembroke Management, LTD
INCREASED
Shares7,325 from 7,016
Change+309 (+4%)
Value$1.7M (+$269.1K)
Filed 2026-10-21
ARK & TLK Investments, LLC
INCREASED
Shares7,316 from 7,129
Change+187 (+3%)
Value$1.7M (+$244.4K)
Filed 2026-10-20
Pilgrim Partners Asia Pte Ltd
DECREASED
Shares7,290 from 16,420
Change-9,130 (-56%)
Value$1.7M (-$1.6M)
Filed 2026-10-29
Cypress Capital, LLC
INCREASED
Shares7,283 from 7,086
Change+197 (+3%)
Value$1.7M (+$245.5K)
Filed 2026-10-20
Northern Capital Management, Inc.
DECREASED
Shares7,244 from 7,289
Change-45 (-1%)
Value$1.7M (+$195.9K)
Filed 2026-11-05
Impact Investors, Inc
DECREASED
Shares7,218 from 14,358
Change-7,140 (-50%)
Value$1.6M (-$1.2M)
Filed 2026-11-02
Spectrum Advisors, Inc.
INCREASED
Shares7,215 from 6,603
Change+612 (+9%)
Value$1.6M (+$326.6K)
Filed 2026-11-03
MFA Wealth Services
DECREASED
Shares7,213 from 7,272
Change-59 (-1%)
Value$1.6M (+$192.2K)
Filed 2026-10-14
West Bancorporation Inc
DECREASED
Shares7,204 from 7,251
Change-47 (-1%)
Value$1.6M (+$194.4K)
Filed 2026-10-29
SwitchPoint Financial Planning, LLC
INCREASED
Shares7,193 from 6,915
Change+278 (+4%)
Value$1.6M (+$259.1K)
Filed 2026-11-02
Provident Living Financial Services, Inc.
INCREASED
Shares7,189 from 7,175
Change+14 (+0%)
Value$1.5M (+$35.5K)
Filed 2026-11-03
Eleva Capital SAS
DECREASED
Shares7,179 from 52,002
Change-44,823 (-86%)
Value$1.6M (-$7.4M)
Filed 2026-10-06
Raab & Moskowitz Asset Management LLC
INCREASED
Shares7,161 from 7,090
Change+71 (+1%)
Value$1.6M (+$216.8K)
Filed 2026-11-02
Howard Wealth Management, LLC
DECREASED
Shares7,103 from 7,113
Change-10 (0%)
Value$1.6M (+$198.9K)
Filed 2026-10-28
Retirement Investment Advisors, Inc.
UNCHANGED
Shares7,101 from 7,101
Change0 (0%)
Value$1.6M (+$176.5K)
Filed 2026-10-22
Horizon Financial Services, LLC
INCREASED
Shares7,073 from 6,565
Change+508 (+8%)
Value$1.6M (+$301.7K)
Filed 2026-11-04
Squire Investment Management Company, LLC
INCREASED
Shares7,048 from 6,115
Change+933 (+15%)
Value$1.6M (+$386.1K)
Filed 2026-11-03
Kickstand Ventures, Llc.
INCREASED
Shares7,046 from 5,396
Change+1,650 (+31%)
Value$1.6M (+$529.5K)
Filed 2026-11-09
Firestone Capital Management
DECREASED
Shares7,043 from 7,243
Change-200 (-3%)
Value$1.6M (+$159.2K)
Filed 2026-11-03
Foundry Financial Group, Inc.
INCREASED
Shares7,034 from 6,506
Change+528 (+8%)
Value$1.6M (+$304.6K)
Filed 2026-10-28
Investment Planning Advisors, Inc.
INCREASED
Shares7,029 from 6,240
Change+789 (+13%)
Value$1.6M (+$356.8K)
Filed 2026-10-14
Barnes Wealth Management Group, Inc
INCREASED
Shares7,021 from 6,887
Change+134 (+2%)
Value$1.6M (+$225.4K)
Filed 2026-11-09
Valtinson Bruner Financial Planning LLC
DECREASED
Shares7,016 from 7,172
Change-156 (-2%)
Value$1.6M (+$167.3K)
Filed 2026-11-02
Gross & Hartman Investments LLC
DECREASED
Shares6,997 from 7,668
Change-671 (-9%)
Value$1.6M (+$63.9K)
Filed 2026-11-10
Sonata Capital Group Inc
DECREASED
Shares6,979 from 7,781
Change-802 (-10%)
Value$1.6M (+$36.9K)
Filed 2026-10-19
City Center Advisors, LLC
DECREASED
Shares6,966 from 7,469
Change-503 (-7%)
Value$1.6M (+$96.4K)
Filed 2026-10-08
Wallace Hart LLC
INCREASED
Shares6,959 from 6,736
Change+223 (+3%)
Value$1.6M (+$241.5K)
Filed 2026-11-09
Chris Bulman Inc
INCREASED
Shares6,953 from 6,467
Change+486 (+8%)
Value$1.6M (+$294.0K)
Filed 2026-10-20
SC&H Financial Advisors, Inc.
DECREASED
Shares6,946 from 9,042
Change-2,096 (-23%)
Value$1.6M (-$222.8K)
Filed 2026-10-14
Friday Financial
INCREASED
Shares6,922 from 4,891
Change+2,031 (+42%)
Value$1.6M (+$634.8K)
Filed 2026-10-09
McGrath & Associates, Inc.
NEW
Shares6,920
Change+6,920
Value$1.6M
Filed 2026-10-27
BankPlus Wealth Management LLC
DECREASED
Shares6,909 from 7,653
Change-744 (-10%)
Value$1.6M (+$46.5K)
Filed 2026-10-13
First Bancorp, Inc
DECREASED
Shares6,894 from 7,188
Change-294 (-4%)
Value$1.6M (+$136.2K)
Filed 2026-10-26
Sard Wealth Management Group, LLC
DECREASED
Shares6,883 from 7,369
Change-486 (-7%)
Value$1.6M (+$97.5K)
Filed 2026-10-16
Ariston Services Group
INCREASED
Shares6,880 from 6,008
Change+872 (+15%)
Value$1.6M (+$369.1K)
Filed 2026-10-16
CMG Global Holdings, LLC
DECREASED
Shares6,879 from 6,897
Change-18 (0%)
Value$1.6M (+$191.1K)
Filed 2026-10-14
Investors Research Corp
INCREASED
Shares6,844 from 6,655
Change+189 (+3%)
Value$1.6M (+$231.4K)
Filed 2026-10-07
tru Independence LLC
INCREASED
Shares6,843 from 5,975
Change+868 (+15%)
Value$1.6M (+$367.3K)
Filed 2026-10-20
City of London Investment Management Co LTD
DECREASED
Shares6,838 from 442,930
Change-436,092 (-98%)
Value$1.6M (-$87.1M)
Filed 2026-10-30
Hudson Capital Management LLC
INCREASED
Shares6,834 from 6,796
Change+38 (+1%)
Value$1.6M (+$200.9K)
Filed 2026-10-20
FF Advisors,LLC
DECREASED
Shares6,827 from 6,829
Change-2 (0%)
Value$1.6M (+$192.7K)
Filed 2026-10-21
Virtus Advisers, LLC
DECREASED
Shares6,824 from 7,022
Change-198 (-3%)
Value$1.6M (+$153.4K)
Filed 2026-11-09
Turner Financial Group, Inc.
DECREASED
Shares6,815 from 7,673
Change-858 (-11%)
Value$1.6M (+$21.1K)
Filed 2026-11-09
Winnacle Wealth LLC
INCREASED
Shares6,803 from 5,820
Change+983 (+17%)
Value$1.6M (+$389.1K)
Filed 2026-10-15
Advocate Investing Services LLC
INCREASED
Shares6,793 from 6,779
Change+14 (+0%)
Value$1.6M (+$195.0K)
Filed 2026-10-26
Sterling Wealth Management, Inc.
INCREASED
Shares6,771 from 5,998
Change+773 (+13%)
Value$1.5M (+$346.2K)
Filed 2026-10-23
Cambridge Financial Group, LLC
UNCHANGED
Shares6,769 from 6,769
Change0 (0%)
Value$1.4M ($0)
Filed 2026-10-06
Orin Green Financial, LLC
DECREASED
Shares6,763 from 7,173
Change-410 (-6%)
Value$1.5M (+$109.4K)
Filed 2026-10-19
Defined Wealth Management, LLC
INCREASED
Shares6,753 from 6,120
Change+633 (+10%)
Value$1.5M (+$317.7K)
Filed 2026-10-19
Shira Ridge Wealth Management
DECREASED
Shares6,742 from 6,892
Change-150 (-2%)
Value$1.5M (+$160.7K)
Filed 2026-10-09
Wealthstar Advisors, LLC
DECREASED
Shares6,724 from 6,845
Change-121 (-2%)
Value$1.5M (+$166.0K)
Filed 2026-10-19
Total Investment Management Inc
DECREASED
Shares6,721 from 7,268
Change-547 (-8%)
Value$1.5M (+$75.9K)
Filed 2026-10-22
Eubel Brady & Suttman Asset Management Inc
INCREASED
Shares6,715 from 6,615
Change+100 (+2%)
Value$1.5K (-$1.3M)
Filed 2026-11-04
Legacy Solutions, LLC
DECREASED
Shares6,711 from 7,593
Change-882 (-12%)
Value$1.5M (+$13.4K)
Filed 2026-10-07
Cranbrook Wealth Management, LLC
INCREASED
Shares6,702 from 6,603
Change+99 (+2%)
Value$1.5M (+$209.4K)
Filed 2026-10-28
Atlas Private Wealth Advisors
INCREASED
Shares6,691 from 6,576
Change+115 (+2%)
Value$1.5M (+$212.3K)
Filed 2026-10-23
Wavvest Wealth LLC
NEW
Shares6,676
Change+6,676
Value$1.5M
Filed 2026-10-21
Carlton Hofferkamp & Jenks Wealth Management, LLC
DECREASED
Shares6,676 from 6,816
Change-140 (-2%)
Value$1.4M (-$235)
Filed 2026-10-21
Castleview Partners, LLC
DECREASED
Shares6,661 from 9,147
Change-2,486 (-27%)
Value$1.5M (-$309.0K)
Filed 2026-10-09
Formulate Financial LLC
INCREASED
Shares6,652 from 6,080
Change+572 (+9%)
Value$1.5M (+$302.6K)
Filed 2026-11-09
Montis Financial, LLC
INCREASED
Shares6,633 from 5,531
Change+1,102 (+20%)
Value$1.5M (+$408.2K)
Filed 2026-11-04
Opus Financial Solutions LLC
DECREASED
Shares6,628 from 14,217
Change-7,589 (-53%)
Value$1.5M (-$1.3M)
Filed 2026-11-06
Blvd Private Wealth, LLC
INCREASED
Shares6,623 from 6,435
Change+188 (+3%)
Value$1.5M (+$224.9K)
Filed 2026-10-14
Ceera Investments, LLC
INCREASED
Shares6,621 from 5,985
Change+636 (+11%)
Value$1.5M (+$314.6K)
Filed 2026-11-02
Praetorian Wealth Management, Inc.
INCREASED
Shares6,615 from 6,549
Change+66 (+1%)
Value$1.5M (+$200.3K)
Filed 2026-10-16
Southern Capital Advisors, LLC
DECREASED
Shares6,613 from 6,618
Change-5 (0%)
Value$1.5M (+$186.1K)
Filed 2026-10-26
Green Alpha Advisors, LLC
INCREASED
Shares6,610 from 6,001
Change+609 (+10%)
Value$1.5M (+$308.9K)
Filed 2026-10-08
Hendley & Co Inc
UNCHANGED
Shares6,595 from 6,595
Change0 (0%)
Value$1.5K (+$186)
Filed 2026-10-29
Turning Point Benefit Group, Inc.
DECREASED
Shares6,577 from 10,435
Change-3,858 (-37%)
Value$1.5M (-$564.4K)
Filed 2026-10-28
Seek First Inc.
UNCHANGED
Shares6,576 from 6,576
Change0 (0%)
Value$1.5M (+$186.0K)
Filed 2026-10-27
Diversified Portfolios, Inc.
INCREASED
Shares6,574 from 6,326
Change+248 (+4%)
Value$1.5M (+$235.6K)
Filed 2026-11-04
Financial Freedom, LLC
DECREASED
Shares6,568 from 6,893
Change-325 (-5%)
Value$1.5M (+$120.8K)
Filed 2026-11-06
KG Capital Management
INCREASED
Shares6,563 from 5,918
Change+645 (+11%)
Value$1.5M (+$314.7K)
Filed 2026-10-15
Bay Harbor Wealth Management, LLC
INCREASED
Shares6,549 from 6,346
Change+203 (+3%)
Value$1.5M (+$227.5K)
Filed 2026-11-03
Safe Harbor Family Capital, LLC
DECREASED
Shares6,543 from 7,230
Change-687 (-9%)
Value$1.5M (+$47.6K)
Filed 2026-11-09
Northland Securities, Inc.
DECREASED
Shares6,490 from 6,776
Change-286 (-4%)
Value$1.5M (+$126.4K)
Filed 2026-11-02
Nvest Wealth Strategies, Inc.
UNCHANGED
Shares6,479 from 6,479
Change0 (0%)
Value$1.5M (+$183.3K)
Filed 2026-10-14
Ironwood Financial, llc
INCREASED
Shares6,471 from 6,353
Change+118 (+2%)
Value$1.5M (+$184.8K)
Filed 2026-10-20
Shearwater Capital LLC
UNCHANGED
Shares6,471 from 6,471
Change0 (0%)
Value$1.5M (+$183.1K)
Filed 2026-10-13
Parkshore Wealth Management, Inc.
DECREASED
Shares6,464 from 6,701
Change-237 (-4%)
Value$1.5M (+$135.5K)
Filed 2026-10-13
IFC & Insurance Marketing, Inc.
DECREASED
Shares6,452 from 6,495
Change-43 (-1%)
Value$1.5M (+$173.9K)
Filed 2026-10-16
Beaumont Asset Management, L.L.C.
INCREASED
Shares6,427 from 4,757
Change+1,670 (+35%)
Value$1.5M (+$516.0K)
Filed 2026-10-16
Walleye Partners, LLC
INCREASED
Shares6,421 from 6,394
Change+27 (+0%)
Value$1.5M (+$187.1K)
Filed 2026-10-13
GreatBanc Trust Co
INCREASED
Shares6,417 from 6,280
Change+137 (+2%)
Value$1.5M (+$208.9K)
Filed 2026-11-04
Cordgrass Capital Advisors, LLC
DECREASED
Shares6,414 from 6,514
Change-100 (-2%)
Value$1.5M (+$161.4K)
Filed 2026-10-30
Clearview Wealth Management LLC
DECREASED
Shares6,408 from 7,371
Change-963 (-13%)
Value$1.5M (-$10.5K)
Filed 2026-10-16
Oasis Advisors, LLC
NEW
Shares6,400
Change+6,400
Value$1.5M
Filed 2026-10-16
Bond & Devick Financial Network, Inc.
UNCHANGED
Shares6,370 from 6,370
Change0 (0%)
Value$1.5M (+$180.2K)
Filed 2026-10-23
Cornerstone Advisors Asset Management, LLC
INCREASED
Shares6,368 from 4,502
Change+1,866 (+41%)
Value$1.5M (+$553.5K)
Filed 2026-11-06
Midwest Capital Advisors, LLC
INCREASED
Shares6,367 from 6,320
Change+47 (+1%)
Value$1.5M (+$189.5K)
Filed 2026-11-04
Radnor Capital Management, LLC
INCREASED
Shares6,362 from 1,007
Change+5,355 (+532%)
Value$1.5M (+$1.3M)
Filed 2026-10-23
Hutchinson Capital Management
INCREASED
Shares6,357 from 5,884
Change+473 (+8%)
Value$1.5M (+$274.5K)
Filed 2026-11-09
Prosperity Advisers, LLC
DECREASED
Shares6,345 from 7,049
Change-704 (-10%)
Value$1.5M (+$40.2K)
Filed 2026-10-28
RS Crum Inc.
INCREASED
Shares6,344 from 6,193
Change+151 (+2%)
Value$1.4M (+$209.6K)
Filed 2026-10-19
Sugar Maple Asset Management, LLC
INCREASED
Shares6,337 from 5,975
Change+362 (+6%)
Value$1.4M (+$251.7K)
Filed 2026-10-13
Willow Creek Capital Management, Inc.
INCREASED
Shares6,330 from 5,958
Change+372 (+6%)
Value$1.4M (+$253.5K)
Filed 2026-11-10
Howard Bailey Securities, LLC
DECREASED
Shares6,320 from 8,438
Change-2,118 (-25%)
Value$1.4M (-$245.0K)
Filed 2026-10-27
Tufton Capital Management
DECREASED
Shares6,320 from 6,710
Change-390 (-6%)
Value$1.4K (-$1.3M)
Filed 2026-10-20
Dixon Fnancial Services, Inc.
INCREASED
Shares6,312 from 6,226
Change+86 (+1%)
Value$1.4M (+$195.7K)
Filed 2026-10-23
AAF Wealth Management, LLC
INCREASED
Shares6,303 from 5,995
Change+308 (+5%)
Value$1.4M (+$239.9K)
Filed 2026-10-28
Grant Street Asset Management, Inc.
INCREASED
Shares6,300 from 5,536
Change+764 (+14%)
Value$1.4M (+$331.1K)
Filed 2026-10-26
marrick wealth, LLC
DECREASED
Shares6,275 from 6,594
Change-319 (-5%)
Value$1.4M (+$113.6K)
Filed 2026-10-20
Carnegie Lake Advisors LLC
INCREASED
Shares6,268 from 6,053
Change+215 (+4%)
Value$1.4M (+$220.3K)
Filed 2026-11-06
Bauman Advisory Group, LLC
DECREASED
Shares6,255 from 6,915
Change-660 (-10%)
Value$1.4M (+$44.9K)
Filed 2026-10-29
Innova Wealth Partners
INCREASED
Shares6,250 from 5,713
Change+537 (+9%)
Value$1.4M (+$284.2K)
Filed 2026-10-21
Sound Financial Strategies Group, LLC
DECREASED
Shares6,241 from 6,289
Change-48 (-1%)
Value$1.4M (+$167.0K)
Filed 2026-10-30
Cedar Point Capital Partners, LLC
INCREASED
Shares6,231 from 6,201
Change+30 (+0%)
Value$1.4M (+$182.3K)
Filed 2026-10-29
Wellment Financial
INCREASED
Shares6,228 from 5,846
Change+382 (+7%)
Value$1.4M (+$252.7K)
Filed 2026-10-28
Baker Chad R
UNCHANGED
Shares6,225 from 6,225
Change0 (0%)
Value$1.4M (+$176.1K)
Filed 2026-10-22
Stage Harbor Financial, LLC
INCREASED
Shares6,210 from 5,230
Change+980 (+19%)
Value$1.4M (+$371.8K)
Filed 2026-11-03
Tandem Investment Partners LLC
INCREASED
Shares6,205 from 6,191
Change+14 (+0%)
Value$1.4M (+$178.3K)
Filed 2026-10-16
Durante & Waters, LLC
DECREASED
Shares6,195 from 6,277
Change-82 (-1%)
Value$1.4M (+$158.8K)
Filed 2026-10-28
Catalyst Investment Management LLC
DECREASED
Shares6,192 from 6,292
Change-100 (-2%)
Value$1.4M (+$155.1K)
Filed 2026-10-21
SBE LLC DBA Cedar Cove Wealth Partners
DECREASED
Shares6,175 from 6,184
Change-9 (0%)
Value$1.4M (+$172.9K)
Filed 2026-10-15
GEM Asset Management, LLC
INCREASED
Shares6,174 from 5,040
Change+1,134 (+23%)
Value$1.4M (+$401.6K)
Filed 2026-10-13
Allen Mooney & Barnes Investment Advisors LLC
DECREASED
Shares6,171 from 6,292
Change-121 (-2%)
Value$1.4M (+$150.6K)
Filed 2026-10-08
Plante Moran Financial Advisors, LLC
INCREASED
Shares6,170 from 5,377
Change+793 (+15%)
Value$1.4M (+$333.1K)
Filed 2026-11-04
Integrated Capital Management, LLC
DECREASED
Shares6,169 from 6,304
Change-135 (-2%)
Value$1.4M (+$147.5K)
Filed 2026-10-23
Equita Financial Network, Inc.
DECREASED
Shares6,157 from 6,289
Change-132 (-2%)
Value$1.4M (+$147.8K)
Filed 2026-10-19
MKT Advisors LLC
DECREASED
Shares6,149 from 7,961
Change-1,812 (-23%)
Value$1.4M (-$150.5K)
Filed 2026-10-20
Marshall & Sterling Wealth Advisors Inc.
INCREASED
Shares6,147 from 6,124
Change+23 (+0%)
Value$1.4M (+$178.5K)
Filed 2026-10-28
Mokosak Advisory Group, LLC
INCREASED
Shares6,142 from 6,072
Change+70 (+1%)
Value$1.4M (+$188.0K)
Filed 2026-10-20
APS Management Group, Inc.
DECREASED
Shares6,140 from 6,162
Change-22 (0%)
Value$1.4M (+$169.3K)
Filed 2026-10-14
Trevian Wealth Management LLC
INCREASED
Shares6,123 from 5,551
Change+572 (+10%)
Value$1.4M (+$287.7K)
Filed 2026-11-09
Financial Life Advisors
INCREASED
Shares6,119 from 1,110
Change+5,009 (+451%)
Value$1.4M (+$1.2M)
Filed 2026-10-14
ShoreHaven Wealth Partners, LLC
INCREASED
Shares6,104 from 5,772
Change+332 (+6%)
Value$1.4M (+$239.0K)
Filed 2026-10-16
Reik & Co., LLC
UNCHANGED
Shares6,100 from 6,100
Change0 (0%)
Value$1.4M (+$172.6K)
Filed 2026-10-27
Graves Light Lenhart Wealth, Inc.
DECREASED
Shares6,094 from 6,204
Change-110 (-2%)
Value$1.4M (+$150.4K)
Filed 2026-10-09
Stronghold Wealth Management L.L.C.
INCREASED
Shares6,084 from 5,788
Change+296 (+5%)
Value$1.4M (+$231.3K)
Filed 2026-10-16
Sollinda Capital Management LLC
DECREASED
Shares6,067 from 6,911
Change-844 (-12%)
Value$1.4M (+$2.9K)
Filed 2026-11-09
Colorado Capital Management, Inc.
INCREASED
Shares6,061 from 5,774
Change+287 (+5%)
Value$1.4K (+$229)
Filed 2026-10-15
Prossimo Advisors, LLC
DECREASED
Shares6,057 from 6,124
Change-67 (-1%)
Value$1.4M (+$157.9K)
Filed 2026-11-09
Kure Advisory, LLC
INCREASED
Shares6,045 from 6,007
Change+38 (+1%)
Value$1.4M (+$178.6K)
Filed 2026-10-08
Van Cleef Asset Management,Inc
UNCHANGED
Shares6,040 from 6,040
Change0 (0%)
Value$1.4M (+$170.9K)
Filed 2026-10-20
Williams & Novak Wealth Management, LLC
INCREASED
Shares6,038 from 4,539
Change+1,499 (+33%)
Value$1.4M (+$470.7K)
Filed 2026-10-09
Mraz, Amerine & Associates, Inc.
INCREASED
Shares6,033 from 5,220
Change+813 (+16%)
Value$1.4M (+$333.3K)
Filed 2026-10-30
Littlejohn Financial Services, Inc.
DECREASED
Shares6,023 from 7,738
Change-1,715 (-22%)
Value$1.4M (-$172.8K)
Filed 2026-11-06
Integrity Wealth Advisors, Inc.
NEW
Shares6,013
Change+6,013
Value$1.4M
Filed 2026-10-29
A4 Wealth Advisors LLC
INCREASED
Shares6,010 from 5,669
Change+341 (+6%)
Value$1.4M (+$238.2K)
Filed 2026-10-20
Mascoma Wealth Management LLC
DECREASED
Shares6,004 from 6,021
Change-17 (0%)
Value$1.4M (+$166.5K)
Filed 2026-10-23
Laurion Capital Management LP
NEW
Shares6,003
Change+6,003
Value$1.4M
Filed 2026-10-30
Cherokee Insurance Co
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$1.4M (+$169.7K)
Filed 2026-11-05
Boit C F David
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$1.4M (+$169.7K)
Filed 2026-10-29
WealthCare Investment Partners, LLC
DECREASED
Shares5,995 from 8,733
Change-2,738 (-31%)
Value$1.4M (-$378.3K)
Filed 2026-11-05
Matrix Asset Advisors Inc
DECREASED
Shares5,970 from 6,090
Change-120 (-2%)
Value$1.4M (+$144.9K)
Filed 2026-10-13
Long Island Wealth Management, Inc.
INCREASED
Shares5,955 from 4,705
Change+1,250 (+27%)
Value$1.4M (+$418.6K)
Filed 2026-10-20
SpringVest Wealth Management LLC
INCREASED
Shares5,954 from 4,915
Change+1,039 (+21%)
Value$1.4M (+$376.3K)
Filed 2026-10-27
CPA Asset Management Group, LLC
DECREASED
Shares5,949 from 6,037
Change-88 (-1%)
Value$1.4M (+$150.7K)
Filed 2026-10-26
Patrick M Sweeney & Associates, Inc
INCREASED
Shares5,941 from 5,403
Change+538 (+10%)
Value$1.4M (+$275.7K)
Filed 2026-10-22
New Harbor Financial Group, LLC
DECREASED
Shares5,931 from 7,916
Change-1,985 (-25%)
Value$1.4M (-$229.4K)
Filed 2026-10-22
Bank & Trust Co
DECREASED
Shares5,915 from 6,389
Change-474 (-7%)
Value$1.4M (+$72.5K)
Filed 2026-10-07
Clear Investment Research, LLC
DECREASED
Shares5,910 from 5,931
Change-21 (0%)
Value$1.3M (+$163.0K)
Filed 2026-11-06
Cornerstone Wealth, LLC
UNCHANGED
Shares5,897 from 5,897
Change0 (0%)
Value$1.2M (-$9.1K)
Filed 2026-10-28
Financial Network Wealth Advisors LLC
INCREASED
Shares5,887 from 5,636
Change+251 (+4%)
Value$1.3M (+$216.8K)
Filed 2026-10-28
Wilkins Investment Counsel Inc
UNCHANGED
Shares5,845 from 5,845
Change0 (0%)
Value$1.3M (+$165.4K)
Filed 2026-11-03
Split Creek LLC DBA Split Creek Capital LLC
INCREASED
Shares5,830 from 5,733
Change+97 (+2%)
Value$1.3M (+$184.3K)
Filed 2026-11-02
Signature Resources Capital Management, LLC
INCREASED
Shares5,829 from 3,481
Change+2,348 (+67%)
Value$1.3M (+$634.8K)
Filed 2026-10-16
Beirne Wealth Consulting Services, LLC
INCREASED
Shares5,825 from 5,770
Change+55 (+1%)
Value$1.3M (+$177.1K)
Filed 2026-10-19
Henderson Brothers Financial Partners, LLC
INCREASED
Shares5,822 from 5,421
Change+401 (+7%)
Value$1.3M (+$244.9K)
Filed 2026-11-03
Targeted Financial Services LLC
UNCHANGED
Shares5,816 from 5,816
Change0 (0%)
Value$1.3M (+$164.5K)
Filed 2026-10-19
Weil Company, Inc.
DECREASED
Shares5,814 from 5,865
Change-51 (-1%)
Value$1.3M (+$154.4K)
Filed 2026-10-14
AF Advisors, Inc.
UNCHANGED
Shares5,794 from 5,794
Change0 (0%)
Value$1.3M (+$163.9K)
Filed 2026-11-06
Stonehaven Wealth & TAX Solutions, LLC
INCREASED
Shares5,782 from 5,318
Change+464 (+9%)
Value$1.3M (+$256.4K)
Filed 2026-10-22
Macroview Investment Management LLC
INCREASED
Shares5,774 from 5,063
Change+711 (+14%)
Value$1.3M (+$305.6K)
Filed 2026-10-26
Guidance Capital, Inc
DECREASED
Shares5,773 from 6,368
Change-595 (-9%)
Value$1.2M (-$154.1K)
Filed 2026-11-03
Hanson & Doremus Investment Management
INCREASED
Shares5,772 from 5,396
Change+376 (+7%)
Value$1.3K (-$1.1M)
Filed 2026-10-16
Lifelong Wealth Advisors, Inc.
INCREASED
Shares5,766 from 5,568
Change+198 (+4%)
Value$1.3M (+$202.7K)
Filed 2026-10-19
Level Financial Advisors
DECREASED
Shares5,765 from 6,127
Change-362 (-6%)
Value$1.3M (+$90.7K)
Filed 2026-10-13
SRH Advisors, LLC
UNCHANGED
Shares5,765 from 5,765
Change0 (0%)
Value$1.3M (+$163.1K)
Filed 2026-10-22
Red Spruce Capital, LLC
UNCHANGED
Shares5,751 from 5,751
Change0 (0%)
Value$1.3M (+$162.7K)
Filed 2026-10-07
Bradyco, Inc.
UNCHANGED
Shares5,750 from 5,750
Change0 (0%)
Value$1.3M (+$162.7K)
Filed 2026-11-03
Andina Capital Management, LLC
INCREASED
Shares5,732 from 5,320
Change+412 (+8%)
Value$1.3M (+$244.6K)
Filed 2026-10-21
Tull Financial Group, Inc.
DECREASED
Shares5,728 from 6,174
Change-446 (-7%)
Value$1.3M (+$72.8K)
Filed 2026-11-05
Gould Asset Management LLC
INCREASED
Shares5,727 from 5,680
Change+47 (+1%)
Value$1.3M (+$171.4K)
Filed 2026-11-06
Aventus Investment Advisors, Inc.
INCREASED
Shares5,697 from 5,675
Change+22 (+0%)
Value$1.3M (+$165.6K)
Filed 2026-10-09
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares5,680 from 35,346
Change-29,666 (-84%)
Value$1.3M (-$5.8M)
Filed 2026-10-14
Teza Capital Management LLC
DECREASED
Shares5,663 from 6,715
Change-1,052 (-16%)
Value$1.3M (-$50.3K)
Filed 2026-10-23
TPG Advisors LLC
DECREASED
Shares5,651 from 5,826
Change-175 (-3%)
Value$1.3M (+$124.8K)
Filed 2026-10-16
Ridgeline Wealth Planning, LLC
INCREASED
Shares5,633 from 4,496
Change+1,137 (+25%)
Value$1.3M (+$386.9K)
Filed 2026-10-29
Willow Creek Wealth Management Inc.
INCREASED
Shares5,626 from 5,598
Change+28 (+1%)
Value$1.3M (+$164.8K)
Filed 2026-10-26
Well Done, LLC
INCREASED
Shares5,616 from 5,254
Change+362 (+7%)
Value$1.3M (+$231.3K)
Filed 2026-10-20
Financial Guidance Group, Inc.
INCREASED
Shares5,602 from 5,284
Change+318 (+6%)
Value$1.3M (+$222.1K)
Filed 2026-10-21
Prism Planning Partners LLC
INCREASED
Shares5,595 from 5,578
Change+17 (+0%)
Value$1.3M (+$161.7K)
Filed 2026-10-27
Define Financial, LLC
INCREASED
Shares5,594 from 5,498
Change+96 (+2%)
Value$1.3M (+$177.4K)
Filed 2026-10-14
Bayshore Asset Management, LLC
INCREASED
Shares5,593 from 5,310
Change+283 (+5%)
Value$1.3M (+$203.3K)
Filed 2026-11-03
Chapman Financial Group, LLC
UNCHANGED
Shares5,576 from 5,576
Change0 (0%)
Value$1.3M (+$157.7K)
Filed 2026-10-26
Thryve Wealth Management LLC
INCREASED
Shares5,566 from 5,408
Change+158 (+3%)
Value$1.3M (+$189.1K)
Filed 2026-10-09
RMG Wealth Management LLC
INCREASED
Shares5,562 from 5,550
Change+12 (+0%)
Value$1.2M (-$62.2K)
Filed 2026-10-26
Strid Group, LLC
INCREASED
Shares5,556 from 5,235
Change+321 (+6%)
Value$1.3M (+$221.4K)
Filed 2026-10-28
Investment Management Corp
INCREASED
Shares5,554 from 5,378
Change+176 (+3%)
Value$1.3M (+$192.3K)
Filed 2026-11-03
Invariant Investment Management
INCREASED
Shares5,541 from 5,535
Change+6 (+0%)
Value$1.3M (+$213.9K)
Filed 2026-10-08
Rasp Wealth Solutions, LLC
INCREASED
Shares5,534 from 3,586
Change+1,948 (+54%)
Value$1.3M (+$546.3K)
Filed 2026-11-06
Gruss & Co., LLC
DECREASED
Shares5,500 from 6,500
Change-1,000 (-15%)
Value$1.3M (-$44.5K)
Filed 2026-11-02
Capital Planning LLC
INCREASED
Shares5,478 from 4,166
Change+1,312 (+31%)
Value$1.3M (+$418.9K)
Filed 2026-10-09
Eclectic Associates Inc
DECREASED
Shares5,477 from 5,516
Change-39 (-1%)
Value$1.3M (+$147.1K)
Filed 2026-10-09
Gallacher Capital Management LLC
INCREASED
Shares5,474 from 4,445
Change+1,029 (+23%)
Value$1.3M (+$360.6K)
Filed 2026-10-30
Grove Street Fiduciary, LLC
UNCHANGED
Shares5,465 from 5,465
Change0 (0%)
Value$1.2M (+$154.6K)
Filed 2026-10-13
Lincoln Capital LLC
DECREASED
Shares5,447 from 5,470
Change-23 (0%)
Value$1.2M (+$149.1K)
Filed 2026-10-09
Eagle Harbor Asset Management Inc
INCREASED
Shares5,410 from 5,163
Change+247 (+5%)
Value$1.2M (+$202.5K)
Filed 2026-10-21
Straight Path Wealth Management
INCREASED
Shares5,409 from 3,831
Change+1,578 (+41%)
Value$1.2M (+$468.8K)
Filed 2026-10-23
Kelly Financial Services LLC
INCREASED
Shares5,394 from 4,053
Change+1,341 (+33%)
Value$1.2M (+$420.9K)
Filed 2026-10-20
Burkett Asset Management Ltd
DECREASED
Shares5,390 from 5,540
Change-150 (-3%)
Value$1.2M (+$122.5K)
Filed 2026-10-13
Skyline Advisors, Inc.
INCREASED
Shares5,376 from 5,366
Change+10 (+0%)
Value$1.2M (+$154.1K)
Filed 2026-11-03
Wynn Capital, LLC
INCREASED
Shares5,373 from 5,190
Change+183 (+4%)
Value$1.2M (+$188.6K)
Filed 2026-10-13
Home Federal Bank of Tennessee
INCREASED
Shares5,360 from 5,330
Change+30 (+1%)
Value$1.2M (+$157.6K)
Filed 2026-10-15
Alterna Wealth Management, Inc
DECREASED
Shares5,359 from 5,600
Change-241 (-4%)
Value$1.2M (+$103.4K)
Filed 2026-10-27
OFS Enterprise LLC
INCREASED
Shares5,332 from 4,804
Change+528 (+11%)
Value$1.2M (+$256.5K)
Filed 2026-10-16
Arbor Investment Advisors, LLC
DECREASED
Shares5,327 from 6,214
Change-887 (-14%)
Value$1.2M (-$26.8K)
Filed 2026-10-26
Wernau Asset Management Inc.
INCREASED
Shares5,323 from 5,295
Change+28 (+1%)
Value$1.2M (+$156.2K)
Filed 2026-10-19
Baskin Financial Services Inc.
INCREASED
Shares5,320 from 2,670
Change+2,650 (+99%)
Value$1.2K (+$681)
Filed 2026-10-19
White Lighthouse Investment Management Inc.
INCREASED
Shares5,304 from 5,258
Change+46 (+1%)
Value$1.2M (+$159.3K)
Filed 2026-10-21
Bell & Brown Wealth Advisors, LLC
DECREASED
Shares5,292 from 5,459
Change-167 (-3%)
Value$1.2M (+$116.2K)
Filed 2026-10-16
Torren Management, LLC
INCREASED
Shares5,291 from 1,936
Change+3,355 (+173%)
Value$1.2M (+$821.0K)
Filed 2026-10-29
Riverpoint Wealth Management Holdings, LLC
INCREASED
Shares5,281 from 5,271
Change+10 (+0%)
Value$1.2M (+$151.4K)
Filed 2026-11-09
Seed Wealth Management, Inc.
UNCHANGED
Shares5,280 from 5,280
Change0 (0%)
Value$1.2M (+$149.4K)
Filed 2026-10-20
Penbrook Management LLC
DECREASED
Shares5,278 from 5,323
Change-45 (-1%)
Value$1.2M (+$140.3K)
Filed 2026-10-16
HBE Wealth Management, LLC
INCREASED
Shares5,274 from 4,793
Change+481 (+10%)
Value$1.2M (+$245.4K)
Filed 2026-11-06
Delta Capital Management LLC
DECREASED
Shares5,270 from 5,880
Change-610 (-10%)
Value$1.2K (+$27)
Filed 2026-10-16
Cdkv Holdings LLC
UNCHANGED
Shares5,251 from 5,251
Change0 (0%)
Value$1.2M (+$148.6K)
Filed 2026-10-28
TPG Financial Advisors, LLC
INCREASED
Shares5,184 from 5,146
Change+38 (+1%)
Value$1.2M (+$154.3K)
Filed 2026-11-09
Antonelli Financial Advisors, LLC
DECREASED
Shares5,167 from 5,504
Change-337 (-6%)
Value$1.2M (+$79.0K)
Filed 2026-10-13
Vermillion Wealth Management, Inc.
DECREASED
Shares5,166 from 9,558
Change-4,392 (-46%)
Value$1.2M (-$732.4K)
Filed 2026-10-26
Polaris Investment Advisors, LLC
UNCHANGED
Shares5,150 from 5,150
Change0 (0%)
Value$1.2M (+$145.7K)
Filed 2026-10-20
Hofer & Associates. Inc
DECREASED
Shares5,141 from 29,245
Change-24,104 (-82%)
Value$1.2M (-$4.7M)
Filed 2026-10-13
RED Crane Wealth Management, LLC
INCREASED
Shares5,141 from 4,240
Change+901 (+21%)
Value$1.2M (+$325.7K)
Filed 2026-10-14
Future Financial Wealth Managment LLC
DECREASED
Shares5,136 from 5,138
Change-2 (0%)
Value$1.2M (+$100.3K)
Filed 2026-10-15
Summit Financial Consulting LLC
INCREASED
Shares5,113 from 1,386
Change+3,727 (+269%)
Value$1.2M (+$890.4K)
Filed 2026-10-15
Integrity Wealth Partners, LLC
NEW
Shares5,083
Change+5,083
Value$1.2M
Filed 2026-10-14
Patrick Mauro Investment Advisor, Inc.
UNCHANGED
Shares5,061 from 5,061
Change0 (0%)
Value$1.2M (+$143.2K)
Filed 2026-11-06
Droms Strauss Advisors Inc
DECREASED
Shares5,044 from 5,221
Change-177 (-3%)
Value$1.2M (+$107.3K)
Filed 2026-11-03
Redw Wealth LLC
INCREASED
Shares5,043 from 4,940
Change+103 (+2%)
Value$1.2M (+$163.3K)
Filed 2026-11-02
Flagstone Financial Management
UNCHANGED
Shares5,043 from 5,043
Change0 (0%)
Value$1.2M (+$142.7K)
Filed 2026-11-05
Retirement Wealth Solutions LLC
INCREASED
Shares5,031 from 4,121
Change+910 (+22%)
Value$1.1M (+$324.4K)
Filed 2026-10-07
Flagship Capital Management Inc.
INCREASED
Shares5,027 from 5,013
Change+14 (+0%)
Value$1.1M (+$145.0K)
Filed 2026-10-20
Integras Partners LLC
INCREASED
Shares5,011 from 5,001
Change+10 (+0%)
Value$1.1M (+$143.8K)
Filed 2026-10-30
Farrell Financial LLC
UNCHANGED
Shares5,011 from 5,011
Change0 (0%)
Value$1.1M (+$141.8K)
Filed 2026-10-16
WMS Group LLC
DECREASED
Shares5,001 from 5,057
Change-56 (-1%)
Value$1.1M (+$130.3K)
Filed 2026-11-06
Praxis Capital Management LLC
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$1.1M (+$141.5K)
Filed 2026-10-16
Hapanowicz & Associates Financial Services, Inc
INCREASED
Shares4,988 from 4,978
Change+10 (+0%)
Value$1.1M (+$143.1K)
Filed 2026-10-29
Tilia Fiduciary Partners, Inc.
INCREASED
Shares4,948 from 4,648
Change+300 (+6%)
Value$1.1M (+$200.0K)
Filed 2026-10-09
Presilium Private Wealth, LLC
INCREASED
Shares4,914 from 4,496
Change+418 (+9%)
Value$1.1M (+$222.6K)
Filed 2026-10-26
Retirement Financial Solutions, LLC
INCREASED
Shares4,909 from 3,764
Change+1,145 (+30%)
Value$1.1M (+$368.0K)
Filed 2026-10-20
Ti-Trust, Inc
UNCHANGED
Shares4,900 from 4,900
Change0 (0%)
Value$1.1M (+$138.6K)
Filed 2026-10-21
Correct Capital Wealth Management
DECREASED
Shares4,896 from 5,562
Change-666 (-12%)
Value$1.1M (+$5.3K)
Filed 2026-11-02
Vision Financial Markets LLC
DECREASED
Shares4,895 from 5,344
Change-449 (-8%)
Value$1.1M (+$72.2K)
Filed 2026-10-22
Davis Investment Partners, LLC
INCREASED
Shares4,892 from 2,747
Change+2,145 (+78%)
Value$1.1M (+$567.6K)
Filed 2026-11-05
Sprinkle Financial Consultants LLC
DECREASED
Shares4,885 from 10,156
Change-5,271 (-52%)
Value$1.1M (-$916.5K)
Filed 2026-10-09
Apex Wealth Management, LLC
INCREASED
Shares4,881 from 4,562
Change+319 (+7%)
Value$1.1M (+$201.9K)
Filed 2026-10-20
Omni 360 Wealth, Inc.
INCREASED
Shares4,876 from 2,647
Change+2,229 (+84%)
Value$1.1M (+$583.9K)
Filed 2026-10-13
Quantum Financial Planning Services, Inc.
INCREASED
Shares4,876 from 4,405
Change+471 (+11%)
Value$1.1M (+$232.1K)
Filed 2026-10-14
United Financial Planning Group LLC
DECREASED
Shares4,851 from 5,820
Change-969 (-17%)
Value$1.1M (-$56.7K)
Filed 2026-11-04
Refined Wealth Management
INCREASED
Shares4,847 from 4,828
Change+19 (+0%)
Value$1.1M (+$140.9K)
Filed 2026-10-13
Layline Advisors, LLC
INCREASED
Shares4,839 from 4,326
Change+513 (+12%)
Value$1.1M (+$239.5K)
Filed 2026-11-02
Latko Wealth Management, Ltd.
DECREASED
Shares4,837 from 4,942
Change-105 (-2%)
Value$1.1M (+$115.8K)
Filed 2026-11-09
Juno Financial Group LLC
INCREASED
Shares4,824 from 3,838
Change+986 (+26%)
Value$1.1M (+$333.8K)
Filed 2026-10-27
Financial Designs Corp
INCREASED
Shares4,824 from 4,647
Change+177 (+4%)
Value$1.1M (+$171.9K)
Filed 2026-10-09
PFS Partners, LLC
INCREASED
Shares4,816 from 4,375
Change+441 (+10%)
Value$1.1M (+$224.5K)
Filed 2026-10-21
Towne Trust Company, N.a
UNCHANGED
Shares4,809 from 4,809
Change0 (0%)
Value$1.1M (+$136.0K)
Filed 2026-10-28
Dupree Financial Group, LLC
INCREASED
Shares4,807 from 4,805
Change+2 (+0%)
Value$1.1M (+$136.4K)
Filed 2026-10-09
Zenith Solutions, Inc.
INCREASED
Shares4,805 from 3,991
Change+814 (+20%)
Value$1.1M (+$298.9K)
Filed 2026-10-19
True Link Financial Advisors, LLC
DECREASED
Shares4,803 from 5,119
Change-316 (-6%)
Value$1.1M (+$72.6K)
Filed 2026-10-27
DMC Group, LLC
DECREASED
Shares4,800 from 5,156
Change-356 (-7%)
Value$1.1M (+$64.6K)
Filed 2026-10-26
BWM Planning, LLC
INCREASED
Shares4,798 from 4,699
Change+99 (+2%)
Value$1.1M (+$155.6K)
Filed 2026-11-09
Foundation Wealth Management, Llc\pa
INCREASED
Shares4,795 from 4,454
Change+341 (+8%)
Value$1.1M (+$203.9K)
Filed 2026-10-14
Cogent Strategic Wealth LLC
INCREASED
Shares4,778 from 4,754
Change+24 (+1%)
Value$1.1M (+$140.0K)
Filed 2026-10-22
Davis Capital Management
DECREASED
Shares4,776 from 4,917
Change-141 (-3%)
Value$1.1M (+$106.9K)
Filed 2026-10-08
Sincerus Advisory, LLC
INCREASED
Shares4,775 from 4,095
Change+680 (+17%)
Value$1.1M (+$271.1K)
Filed 2026-10-09
Maltin Wealth Management, Inc.
DECREASED
Shares4,753 from 5,053
Change-300 (-6%)
Value$1.1M (+$74.4K)
Filed 2026-10-13
Archer Investment Management, LLC
INCREASED
Shares4,750 from 3,987
Change+763 (+19%)
Value$1.1M (+$287.0K)
Filed 2026-10-13
Wespac Advisors, LLC
INCREASED
Shares4,742 from 4,536
Change+206 (+5%)
Value$1.1M (+$175.4K)
Filed 2026-10-26
Stanich Group LLC
INCREASED
Shares4,742 from 4,677
Change+65 (+1%)
Value$1.1M (+$147.2K)
Filed 2026-10-16
Keenan, LLC
INCREASED
Shares4,732 from 3,912
Change+820 (+21%)
Value$1.1M (+$297.9K)
Filed 2026-10-23
Elevate Wealth Advisory, Inc
INCREASED
Shares4,731 from 4,060
Change+671 (+17%)
Value$1.1M (+$269.3K)
Filed 2026-10-29
Summit Investment Advisory Services, LLC
INCREASED
Shares4,722 from 4,712
Change+10 (+0%)
Value$1.1M (+$135.6K)
Filed 2026-11-03
Verus Financial Partners, Inc.
INCREASED
Shares4,719 from 4,293
Change+426 (+10%)
Value$1.1M (+$218.8K)
Filed 2026-10-29
Main Line Retirement Advisors, LLC
UNCHANGED
Shares4,697 from 4,697
Change0 (0%)
Value$1.1M (+$132.9K)
Filed 2026-10-14
Western Financial Corp
DECREASED
Shares4,696 from 7,969
Change-3,273 (-41%)
Value$1.1M (-$522.0K)
Filed 2026-10-14
Highland Financial Advisors, LLC
INCREASED
Shares4,662 from 2,659
Change+2,003 (+75%)
Value$1.1M (+$532.7K)
Filed 2026-10-19
Cascade Wealth Advisors, Inc
INCREASED
Shares4,649 from 4,349
Change+300 (+7%)
Value$867.8K (-$106.3K)
Filed 2026-11-09
O'Brien Greene & Co. Inc
UNCHANGED
Shares4,635 from 4,635
Change0 (0%)
Value$1.1M (+$131.1K)
Filed 2026-11-05
DWM Financial Group, Inc.
INCREASED
Shares4,630 from 4,121
Change+509 (+12%)
Value$1.1M (+$288.8K)
Filed 2026-10-28
Optima Capital LLC
DECREASED
Shares4,594 from 4,791
Change-197 (-4%)
Value$1.0M (+$91.3K)
Filed 2026-10-29
Fidato Wealth LLC
NEW
Shares4,584
Change+4,584
Value$1.0M
Filed 2026-10-13
Hurlow Wealth Management Group, Inc.
UNCHANGED
Shares4,581 from 4,581
Change0 (0%)
Value$1.0M (+$129.6K)
Filed 2026-10-29
Cedar Mountain Advisors, LLC
INCREASED
Shares4,577 from 4,477
Change+100 (+2%)
Value$1.0M (+$149.5K)
Filed 2026-10-15
Hummer Financial Advisory Services Inc
UNCHANGED
Shares4,576 from 4,576
Change0 (0%)
Value$1.0M (+$130.6K)
Filed 2026-10-09
First Security Investment Management, Inc.
DECREASED
Shares4,564 from 10,337
Change-5,773 (-56%)
Value$1.0M (-$1.0M)
Filed 2026-11-05
Shrier Wealth Management, LLC
INCREASED
Shares4,557 from 4,507
Change+50 (+1%)
Value$1.0M (+$138.9K)
Filed 2026-10-20
Veratis Advisors, Inc.
INCREASED
Shares4,554 from 4,332
Change+222 (+5%)
Value$1.0M (+$173.5K)
Filed 2026-11-03
Fairman Group, LLC
INCREASED
Shares4,544 from 4,502
Change+42 (+1%)
Value$1.0M (+$138.1K)
Filed 2026-10-26
Woodward Financial Advisors, Inc.
INCREASED
Shares4,542 from 4,094
Change+448 (+11%)
Value$1.0M (+$218.1K)
Filed 2026-10-19
Peirce Capital Management, LLC
INCREASED
Shares4,538 from 3,904
Change+634 (+16%)
Value$1.0M (+$255.2K)
Filed 2026-10-19
Silverleafe Capital Partners, LLC
DECREASED
Shares4,531 from 10,194
Change-5,663 (-56%)
Value$1.0M (-$1.0M)
Filed 2026-10-02
Madison Park Capital Advisors, LLC
DECREASED
Shares4,527 from 12,359
Change-7,832 (-63%)
Value$1.0M (+$116.3K)
Filed 2026-10-28
Washington Growth Strategies LLC
UNCHANGED
Shares4,526 from 4,526
Change0 (0%)
Value$1.0M (+$128.0K)
Filed 2026-10-19
Signet Investment Advisory Group, Inc.
DECREASED
Shares4,521 from 4,536
Change-15 (0%)
Value$1.0M (+$124.9K)
Filed 2026-10-30
Clark Wealth Partners
INCREASED
Shares4,492 from 3,836
Change+656 (+17%)
Value$1.0M (+$259.4K)
Filed 2026-10-19
Guardian Wealth Management, Inc.
INCREASED
Shares4,490 from 2,754
Change+1,736 (+63%)
Value$1.0M (+$474.4K)
Filed 2026-10-30
Councilor Wealth, LLC
DECREASED
Shares4,485 from 4,945
Change-460 (-9%)
Value$1.0M (+$34.8K)
Filed 2026-10-09
Bare Financial Services, Inc
INCREASED
Shares4,483 from 4,293
Change+190 (+4%)
Value$1.0M (+$164.8K)
Filed 2026-11-04
Wealth Advisory Solutions, LLC
DECREASED
Shares4,477 from 7,934
Change-3,457 (-44%)
Value$1.0M (-$565.1K)
Filed 2026-10-20
Richwood Investment Advisors, LLC
INCREASED
Shares4,471 from 4,436
Change+35 (+1%)
Value$1.0M (+$133.5K)
Filed 2026-10-30
James Reed Financial Services, Inc.
DECREASED
Shares4,468 from 4,469
Change-1 (0%)
Value$1.0M (+$126.2K)
Filed 2026-10-26
Lakeshore Financial Planning, Inc.
INCREASED
Shares4,440 from 4,343
Change+97 (+2%)
Value$1.0M (+$145.0K)
Filed 2026-10-13
NavPoint Financial, Inc.
UNCHANGED
Shares4,428 from 4,428
Change0 (0%)
Value$1.0M (+$125.3K)
Filed 2026-10-21
Parthenon LLC
INCREASED
Shares4,425 from 4,000
Change+425 (+11%)
Value$1.0M (+$210.2K)
Filed 2026-10-22
Foundation Wealth Management, LLC
INCREASED
Shares4,420 from 2,571
Change+1,849 (+72%)
Value$1.0M (+$495.2K)
Filed 2026-10-22
FSA Investment Group, LLC
DECREASED
Shares4,419 from 9,474
Change-5,055 (-53%)
Value$1.0M (-$886.4K)
Filed 2026-10-07
Grantvest Financial Group LLC
DECREASED
Shares4,417 from 4,737
Change-320 (-7%)
Value$1.0M (+$60.9K)
Filed 2026-10-21
Alkeme Wealth, LLC
INCREASED
Shares4,415 from 4,138
Change+277 (+7%)
Value$1.0M (+$180.3K)
Filed 2026-10-08
Spectrum Asset Management, Inc. (NB )
DECREASED
Shares4,413 from 4,417
Change-4 (0%)
Value$1.0M (+$125.2K)
Filed 2026-10-19
Sprott Inc.
UNCHANGED
Shares4,411 from 4,411
Change0 (0%)
Value$1.0M (+$124.8K)
Filed 2026-11-09
Aegis Wealth Management, Inc.
INCREASED
Shares4,397 from 3,224
Change+1,173 (+36%)
Value$1.0M (+$359.1K)
Filed 2026-10-26
Mcrae Capital Management Inc
DECREASED
Shares4,388 from 4,513
Change-125 (-3%)
Value$1.0M (+$99.1K)
Filed 2026-10-15
FWG Investments, Llc.
DECREASED
Shares4,369 from 4,401
Change-32 (-1%)
Value$997.8K (+$117.2K)
Filed 2026-11-03
Innovative Wealth Building LLC
INCREASED
Shares4,368 from 3,894
Change+474 (+12%)
Value$997.5K (+$218.4K)
Filed 2026-10-14
6th Street Advisors, LLC
DECREASED
Shares4,358 from 4,368
Change-10 (0%)
Value$996.5K (+$122.4K)
Filed 2026-10-14
Nottingham Advisors, Inc.
INCREASED
Shares4,351 from 2,156
Change+2,195 (+102%)
Value$1.0M (+$226.6K)
Filed 2026-10-29
Arnold Financial Planning LLC
INCREASED
Shares4,344 from 4,266
Change+78 (+2%)
Value$992.1K (+$138.5K)
Filed 2026-10-20
OFC Financial Planning, LLC
DECREASED
Shares4,331 from 4,343
Change-12 (0%)
Value$989.2K (+$120.1K)
Filed 2026-11-06
Collaborative Wealth Managment Inc.
DECREASED
Shares4,322 from 4,441
Change-119 (-3%)
Value$987.0K (+$98.5K)
Filed 2026-11-06
Kitching Partners, LLC
DECREASED
Shares4,318 from 4,722
Change-404 (-9%)
Value$986.2K (+$41.3K)
Filed 2026-11-02
Gray Private Wealth, LLC
DECREASED
Shares4,318 from 4,352
Change-34 (-1%)
Value$986.1K (+$115.3K)
Filed 2026-10-28
Ldic Inc.
UNCHANGED
Shares4,311 from 4,311
Change0 (0%)
Value$984.5K (+$122.0K)
Filed 2026-10-14
Cardinal Strategic Wealth Guidance
UNCHANGED
Shares4,286 from 4,286
Change0 (0%)
Value$978.8K (+$121.3K)
Filed 2026-11-02
Meridian Investment Counsel Inc.
DECREASED
Shares4,284 from 9,132
Change-4,848 (-53%)
Value$978.4K (-$848.8K)
Filed 2026-10-14
John W. Brooker & Co., CPAs
INCREASED
Shares4,283 from 3,354
Change+929 (+28%)
Value$978.2K (+$307.1K)
Filed 2026-10-21
Dynamic Wealth Strategies, LLC
INCREASED
Shares4,283 from 3,648
Change+635 (+17%)
Value$978.2K (+$248.2K)
Filed 2026-10-16
McAlister, Sweet & Associates, Inc.
INCREASED
Shares4,282 from 4,182
Change+100 (+2%)
Value$977.9K (+$141.1K)
Filed 2026-10-07
Landmark Wealth Management, LLC
DECREASED
Shares4,278 from 4,778
Change-500 (-10%)
Value$976.9K (+$20.9K)
Filed 2026-11-03
Condor Capital Management
INCREASED
Shares4,278 from 3,857
Change+421 (+11%)
Value$977.1K (+$205.3K)
Filed 2026-11-06
Matrix Trust Co
INCREASED
Shares4,278 from 4,132
Change+146 (+4%)
Value$977 (+$150)
Filed 2026-10-07
Mlp3, LLC
NEW
Shares4,275
Change+4,275
Value$976.3K
Filed 2026-10-22
Louisbourg Investments Inc.
UNCHANGED
Shares4,275 from 4,275
Change0 (0%)
Value$976.3K (+$120.9K)
Filed 2026-10-20
Birch Capital Management, LLC
DECREASED
Shares4,269 from 4,586
Change-317 (-7%)
Value$975.0K (+$57.3K)
Filed 2026-10-27
USAdvisors Wealth Management, LLC
INCREASED
Shares4,256 from 4,161
Change+95 (+2%)
Value$972 (-$831.0K)
Filed 2026-10-21
Jackson Creek Investment Advisors LLC
DECREASED
Shares4,250 from 4,380
Change-130 (-3%)
Value$971 (-$878.0K)
Filed 2026-11-04
Hurley Capital, LLC
DECREASED
Shares4,248 from 4,253
Change-5 (0%)
Value$970.4K (+$119.4K)
Filed 2026-11-05
PFG Private Wealth Management, LLC
DECREASED
Shares4,246 from 4,641
Change-395 (-9%)
Value$969.8K (+$41.2K)
Filed 2026-10-15
Smith Partners Wealth Management, LLC
NEW
Shares4,239
Change+4,239
Value$968.1K
Filed 2026-11-05
Two West Capital Advisors LLC
INCREASED
Shares4,224 from 4,092
Change+132 (+3%)
Value$959.6K (+$127.9K)
Filed 2026-10-15
Fourier Capital Management Ltd
NEW
Shares4,223
Change+4,223
Value$964.4K
Filed 2026-11-10
Meritas Wealth Management, LLC
INCREASED
Shares4,217 from 1,363
Change+2,854 (+209%)
Value$963.1K (+$690.4K)
Filed 2026-10-14
Walled Lake Planning & Wealth Management, LLC
INCREASED
Shares4,197 from 4,146
Change+51 (+1%)
Value$958.5K (+$128.9K)
Filed 2026-10-29
Friedenthal Financial
INCREASED
Shares4,196 from 2,569
Change+1,627 (+63%)
Value$958.2K (+$444.2K)
Filed 2026-10-27
Santori & Peters, Inc.
DECREASED
Shares4,188 from 4,194
Change-6 (0%)
Value$956.5K (+$117.3K)
Filed 2026-10-26
Taylor Financial Group, Inc.
INCREASED
Shares4,181 from 4,011
Change+170 (+4%)
Value$954.9K (+$152.3K)
Filed 2026-11-02
Silver OAK Wealth Advisors Services, LLC
UNCHANGED
Shares4,173 from 4,173
Change0 (0%)
Value$953.0K (+$118.1K)
Filed 2026-11-09
Dynamic Financial Group
INCREASED
Shares4,171 from 3,761
Change+410 (+11%)
Value$952.6K (+$200.0K)
Filed 2026-10-28
Legacy Advisory Services, LLC
INCREASED
Shares4,163 from 3,162
Change+1,001 (+32%)
Value$950.8K (+$318.1K)
Filed 2026-10-20
PTM Wealth Management, LLC
DECREASED
Shares4,163 from 4,335
Change-172 (-4%)
Value$995.9K (+$99.3K)
Filed 2026-10-23
Myecfo, LLC
INCREASED
Shares4,139 from 3,819
Change+320 (+8%)
Value$945.3K (+$181.1K)
Filed 2026-10-14
Fortune Financial Group, Inc.
INCREASED
Shares4,130 from 3,990
Change+140 (+4%)
Value$943.2K (+$144.9K)
Filed 2026-10-22
Reyes Financial Architecture, Inc.
DECREASED
Shares4,130 from 4,154
Change-24 (-1%)
Value$943.2K (+$112.0K)
Filed 2026-10-22
Oak Wealth Advisors LLC
INCREASED
Shares4,126 from 4,005
Change+121 (+3%)
Value$942.4K (+$140.9K)
Filed 2026-11-09
Michael Brady & Co., LLC
DECREASED
Shares4,108 from 4,178
Change-70 (-2%)
Value$938.2K (+$102.2K)
Filed 2026-10-23
Alpha Advisors, LLC
INCREASED
Shares4,090 from 4,069
Change+21 (+1%)
Value$934.1K (+$119.9K)
Filed 2026-10-19
Lountzis Asset Management, LLC
DECREASED
Shares4,089 from 6,304
Change-2,215 (-35%)
Value$934.9K (-$326.5K)
Filed 2026-10-30
SMI Advisory Services, LLC
DECREASED
Shares4,080 from 4,280
Change-200 (-5%)
Value$935.5K (+$98.5K)
Filed 2026-10-13
Clear Point Advisors Inc.
INCREASED
Shares4,073 from 3,836
Change+237 (+6%)
Value$930.1K (+$162.6K)
Filed 2026-10-30
IAG Wealth Partners, LLC
DECREASED
Shares4,064 from 4,275
Change-211 (-5%)
Value$928.2K (+$72.8K)
Filed 2026-11-06
Advanced Asset Management Advisors Inc
UNCHANGED
Shares4,039 from 4,039
Change0 (0%)
Value$922.4K (+$114.3K)
Filed 2026-10-20
Searcy Financial Services Inc
DECREASED
Shares4,022 from 4,027
Change-5 (0%)
Value$918.6K (+$112.8K)
Filed 2026-10-07
Deseret Mutual Benefit Administrators
INCREASED
Shares4,008 from 3,624
Change+384 (+11%)
Value$915.3K (+$190.2K)
Filed 2026-11-04
Cushing Capital Partners, LLC
INCREASED
Shares4,002 from 2,223
Change+1,779 (+80%)
Value$914.0K (+$469.3K)
Filed 2026-10-20
Financial Futures Ltd Liability Co.
INCREASED
Shares3,995 from 1,506
Change+2,489 (+165%)
Value$912.4K (+$611.1K)
Filed 2026-10-13
Higgins & Schmidt Wealth Strategies LLC
INCREASED
Shares3,992 from 3,802
Change+190 (+5%)
Value$911.7K (+$151.0K)
Filed 2026-10-26
Attessa Capital LLC
DECREASED
Shares3,984 from 4,241
Change-257 (-6%)
Value$909.9K (+$61.3K)
Filed 2026-10-09
OmniStar Financial Group, Inc.
DECREASED
Shares3,983 from 4,186
Change-203 (-5%)
Value$909.7K (+$72.0K)
Filed 2026-10-26
IMG Wealth Management, Inc.
INCREASED
Shares3,980 from 3,638
Change+342 (+9%)
Value$909.0K (+$181.0K)
Filed 2026-10-27
Granite Group Advisors, LLC
DECREASED
Shares3,979 from 5,122
Change-1,143 (-22%)
Value$908.7K (-$116.1K)
Filed 2026-10-14
Sovereign Investment Advisors, LLC
UNCHANGED
Shares3,971 from 3,971
Change0 (0%)
Value$907.9K (+$113.3K)
Filed 2026-11-09
Lipe & Dalton
UNCHANGED
Shares3,951 from 3,951
Change0 (0%)
Value$902 (+$111)
Filed 2026-10-15
Barton Investment Management
INCREASED
Shares3,941 from 3,866
Change+75 (+2%)
Value$900.0K (+$126.5K)
Filed 2026-10-27
Investors Asset Management of Georgia Inc
DECREASED
Shares3,930 from 4,030
Change-100 (-2%)
Value$897.5K (+$91.2K)
Filed 2026-10-20
Navigate Wealth Management, LLC
INCREASED
Shares3,927 from 3,925
Change+2 (+0%)
Value$900.4K (+$104.4K)
Filed 2026-10-14
Emerald Mutual Fund Advisers Trust
NEW
Shares3,922
Change+3,922
Value$895.7K
Filed 2026-11-09
Nicholson Wealth Management Group, LLC
INCREASED
Shares3,917 from 3,466
Change+451 (+13%)
Value$894.6K (+$201.1K)
Filed 2026-11-09
Hudson Oak Wealth Advisory LLC
DECREASED
Shares3,904 from 4,098
Change-194 (-5%)
Value$891.6K (+$71.6K)
Filed 2026-10-16
Breachway Investments LLC
UNCHANGED
Shares3,902 from 3,902
Change0 (0%)
Value$891.1K (+$110.4K)
Filed 2026-10-19
Ridgepath Capital Management LLC
DECREASED
Shares3,886 from 11,295
Change-7,409 (-66%)
Value$887.5K (-$1.4M)
Filed 2026-10-29
Olio Financial Planning
UNCHANGED
Shares3,880 from 3,880
Change0 (0%)
Value$886.2K (+$109.8K)
Filed 2026-10-22
Wealthcare Capital Management LLC
DECREASED
Shares3,879 from 4,006
Change-127 (-3%)
Value$885.9K (+$84.3K)
Filed 2026-10-21
5th Street Advisors, LLC
DECREASED
Shares3,857 from 3,957
Change-100 (-3%)
Value$880.9K (+$89.1K)
Filed 2026-11-04
Sage Investment Advisers LLC
DECREASED
Shares3,853 from 3,854
Change-1 (0%)
Value$880.0K (+$108.8K)
Filed 2026-10-21
Boyer Financial Services, Inc.
INCREASED
Shares3,849 from 3,785
Change+64 (+2%)
Value$879.0K (+$141.6K)
Filed 2026-10-23
Peloton Wealth Strategists
DECREASED
Shares3,842 from 4,413
Change-571 (-13%)
Value$877 (-$882.1K)
Filed 2026-11-09
Seros Financial, LLC
DECREASED
Shares3,840 from 3,906
Change-66 (-2%)
Value$877.0K (+$95.5K)
Filed 2026-10-21
Corbyn Investment Management Inc
DECREASED
Shares3,838 from 3,863
Change-25 (-1%)
Value$876.5K (+$103.6K)
Filed 2026-10-30
Franklin, Parlapiano, Turner & Welch, LLC
DECREASED
Shares3,830 from 4,624
Change-794 (-17%)
Value$874.7K (-$50.5K)
Filed 2026-10-30
Calder Financial LLC
INCREASED
Shares3,830 from 3,712
Change+118 (+3%)
Value$874.8K (+$132.0K)
Filed 2026-10-13
Chronos Wealth Management, LLC
INCREASED
Shares3,830 from 3,755
Change+75 (+2%)
Value$874.7K (+$123.4K)
Filed 2026-10-20
Seven Post Investment Office LP
DECREASED
Shares3,820 from 5,093
Change-1,273 (-25%)
Value$872.4K (-$146.6K)
Filed 2026-10-26
Cypress Financial Planning LLC
DECREASED
Shares3,806 from 4,038
Change-232 (-6%)
Value$869.1K (+$61.2K)
Filed 2026-10-09
Omega Financial Group, LLC
INCREASED
Shares3,763 from 3,536
Change+227 (+6%)
Value$859.3K (+$151.9K)
Filed 2026-10-29
KFG LLC
NEW
Shares3,756
Change+3,756
Value$857.8K
Filed 2026-11-02
Lorne Steinberg Wealth Management Inc.
INCREASED
Shares3,756 from 1,792
Change+1,964 (+110%)
Value$857.8K (+$499.2K)
Filed 2026-10-23
Integris Wealth Management, LLC
INCREASED
Shares3,756 from 3,025
Change+731 (+24%)
Value$857.8K (+$252.5K)
Filed 2026-10-14
Valley Forge Investment Consultants Inc ADV
DECREASED
Shares3,755 from 3,832
Change-77 (-2%)
Value$857.5K (+$90.8K)
Filed 2026-11-03
Sylvest Advisors, LLC
DECREASED
Shares3,745 from 3,761
Change-16 (0%)
Value$855.2K (+$102.7K)
Filed 2026-10-26
KOM Wealth Management Group, LLC
DECREASED
Shares3,744 from 3,985
Change-241 (-6%)
Value$855.0K (+$57.7K)
Filed 2026-10-15
Live Oak Investment Partners
UNCHANGED
Shares3,743 from 3,743
Change0 (0%)
Value$854.8K (+$105.9K)
Filed 2026-10-23
New England Capital Financial Advisors LLC
UNCHANGED
Shares3,733 from 3,733
Change0 (0%)
Value$852.7K (+$105.6K)
Filed 2026-11-03
Albert D Mason Inc
INCREASED
Shares3,726 from 3,195
Change+531 (+17%)
Value$850.9K (+$211.7K)
Filed 2026-10-27
DecisionPoint Financial, LLC
INCREASED
Shares3,715 from 3,549
Change+166 (+5%)
Value$857.8K (+$156.6K)
Filed 2026-10-27
Barnes Dennig Private Wealth Management LLC
INCREASED
Shares3,709 from 3,495
Change+214 (+6%)
Value$847.1K (+$147.7K)
Filed 2026-10-30
Meramec Financial Planners, LLC
DECREASED
Shares3,709 from 3,918
Change-209 (-5%)
Value$692.3K (-$77.7K)
Filed 2026-11-09
Level Wealth Management LLC
INCREASED
Shares3,670 from 1,877
Change+1,793 (+96%)
Value$838.9K (+$463.4K)
Filed 2026-10-23
Edmp, Inc.
INCREASED
Shares3,657 from 3,230
Change+427 (+13%)
Value$833.2K (+$187.5K)
Filed 2026-10-22
ForthRight Wealth Management, LLC
INCREASED
Shares3,650 from 3,248
Change+402 (+12%)
Value$833.6K (+$183.7K)
Filed 2026-11-06
DKM Wealth Management, Inc.
DECREASED
Shares3,648 from 4,102
Change-454 (-11%)
Value$833.1K (+$12.4K)
Filed 2026-10-09
Auctus Advisors LLC
INCREASED
Shares3,645 from 3,099
Change+546 (+18%)
Value$832.4K (+$212.4K)
Filed 2026-10-23
Hippocratic Financial Advisors, LLC
INCREASED
Shares3,644 from 3,346
Change+298 (+9%)
Value$832.2K (+$162.7K)
Filed 2026-10-13
Guidance Point Advisors, LLC
UNCHANGED
Shares3,637 from 3,637
Change0 (0%)
Value$831.2K (+$103.0K)
Filed 2026-10-15
AMI Investment Management Inc
NEW
Shares3,633
Change+3,633
Value$829.7K
Filed 2026-10-27
Kelly Financial Group LLC
DECREASED
Shares3,611 from 3,663
Change-52 (-1%)
Value$825.6K (+$92.7K)
Filed 2026-10-16
First Fiduciary Investment Counsel, Inc.
INCREASED
Shares3,602 from 3,572
Change+30 (+1%)
Value$823 (-$714.2K)
Filed 2026-10-27
Intrinsic Value Partners, LLC
DECREASED
Shares3,590 from 3,690
Change-100 (-3%)
Value$819.9K (+$81.6K)
Filed 2026-11-09
Vawter Financial, Ltd.
DECREASED
Shares3,582 from 3,589
Change-7 (0%)
Value$817.9K (+$99.8K)
Filed 2026-11-10
Appalachian Capital Management Ltd
INCREASED
Shares3,579 from 3,228
Change+351 (+11%)
Value$817.4K (+$171.5K)
Filed 2026-10-14
First Growth Capital LLC
INCREASED
Shares3,578 from 3,548
Change+30 (+1%)
Value$817.2K (+$107.2K)
Filed 2026-10-15
Steph & Co
INCREASED
Shares3,574 from 3,384
Change+190 (+6%)
Value$816.2K (+$139.1K)
Filed 2026-10-07
Morton Brown Family Wealth, LLC
INCREASED
Shares3,569 from 3,559
Change+10 (+0%)
Value$815.0K (+$103.0K)
Filed 2026-10-23
Columbia Advisory Partners LLC
INCREASED
Shares3,558 from 3,015
Change+543 (+18%)
Value$812.6K (+$209.3K)
Filed 2026-10-15
Powers Advisory Group, LLC
INCREASED
Shares3,557 from 3,440
Change+117 (+3%)
Value$812.4K (+$124.1K)
Filed 2026-10-14
Paradigm, Strategies in Wealth Management, LLC
INCREASED
Shares3,554 from 3,539
Change+15 (+0%)
Value$811.7K (+$103.5K)
Filed 2026-10-16
MB, Levis & Associates, LLC
DECREASED
Shares3,539 from 4,339
Change-800 (-18%)
Value$808.2K (-$60.0K)
Filed 2026-10-16
ETF Store, Inc.
INCREASED
Shares3,536 from 2,840
Change+696 (+25%)
Value$807.6K (+$239.4K)
Filed 2026-10-19
Base Wealth Management LLC
DECREASED
Shares3,523 from 3,540
Change-17 (0%)
Value$804.6K (+$96.4K)
Filed 2026-10-21
Bourgeon Capital Management LLC
INCREASED
Shares3,515 from 3,371
Change+144 (+4%)
Value$802.8K (+$128.3K)
Filed 2026-10-19
Triune Financial Partners, LLC
INCREASED
Shares3,512 from 1,871
Change+1,641 (+88%)
Value$802.2K (+$427.8K)
Filed 2026-11-03
Peterson Wealth Advisors, LLC
INCREASED
Shares3,505 from 3,330
Change+175 (+5%)
Value$800.4K (+$134.0K)
Filed 2026-10-08
Farnam Financial LLC
DECREASED
Shares3,499 from 3,598
Change-99 (-3%)
Value$749.2K (+$29.2K)
Filed 2026-10-21
Gagnon Securities LLC
UNCHANGED
Shares3,498 from 3,498
Change0 (0%)
Value$798.9K (+$99.0K)
Filed 2026-11-05
RMR Capital Management, LLC
UNCHANGED
Shares3,487 from 3,487
Change0 (0%)
Value$796.4K (+$98.6K)
Filed 2026-10-23
ACT Wealth Management, LLC
INCREASED
Shares3,482 from 3,462
Change+20 (+1%)
Value$795.2K (+$102.4K)
Filed 2026-10-09
Keystone Financial Group, Inc.
DECREASED
Shares3,470 from 3,477
Change-7 (0%)
Value$793.5K (+$97.6K)
Filed 2026-10-13
Family CFO Inc
INCREASED
Shares3,464 from 1,670
Change+1,794 (+107%)
Value$791.1K (+$457.0K)
Filed 2026-10-30
Monarch Capital Management Inc
DECREASED
Shares3,464 from 3,489
Change-25 (-1%)
Value$792.0K (+$93.9K)
Filed 2026-10-19
A. D. Beadell Investment Counsel, Inc.
DECREASED
Shares3,462 from 3,485
Change-23 (-1%)
Value$790 (+$93)
Filed 2026-10-14
Professional Financial Advisors, LLC
DECREASED
Shares3,453 from 3,483
Change-30 (-1%)
Value$788.7K (+$91.7K)
Filed 2026-10-13
Diesslin Group, Inc.
INCREASED
Shares3,444 from 3,317
Change+127 (+4%)
Value$786.6K (+$122.8K)
Filed 2026-10-14
Seaside Wealth Management, Inc.
DECREASED
Shares3,443 from 3,505
Change-62 (-2%)
Value$786.3K (+$85.0K)
Filed 2026-11-09
Pearl Planning LLC
INCREASED
Shares3,430 from 1,884
Change+1,546 (+82%)
Value$783.4K (+$406.4K)
Filed 2026-10-13
Mullaney, Keating & Wright, Inc.
INCREASED
Shares3,428 from 3,379
Change+49 (+1%)
Value$782.9K (+$106.8K)
Filed 2026-10-19
One Degree Advisors Inc
DECREASED
Shares3,424 from 3,429
Change-5 (0%)
Value$819.2K (+$818.5K)
Filed 2026-11-06
Seneca Financial Advisors LLC
INCREASED
Shares3,417 from 3,348
Change+69 (+2%)
Value$780.3K (+$110.5K)
Filed 2026-10-28
Quantify Chaos Advisors, LLC
NEW
Shares3,413
Change+3,413
Value$779.5K
Filed 2026-11-04
Truefg, LLC
INCREASED
Shares3,412 from 3,407
Change+5 (+0%)
Value$779.2K (+$97.5K)
Filed 2026-10-15
Piscataqua Savings Bank
INCREASED
Shares3,410 from 3,380
Change+30 (+1%)
Value$778.8K (+$102.5K)
Filed 2026-10-21
AFG Fiduciary Services Limited Partnership
DECREASED
Shares3,404 from 3,564
Change-160 (-4%)
Value$778.0K (+$83.6K)
Filed 2026-10-21
Capstone Capital LLC
DECREASED
Shares3,401 from 3,410
Change-9 (0%)
Value$776.7K (+$94.4K)
Filed 2026-10-14
Lynch Investment Planning, LLC
DECREASED
Shares3,400 from 3,413
Change-13 (0%)
Value$777.4K (+$94.4K)
Filed 2026-10-27
Trademark Financial Management, LLC
DECREASED
Shares3,390 from 3,446
Change-56 (-2%)
Value$774.2K (+$84.7K)
Filed 2026-10-23
Cornerstone Management, Inc.
DECREASED
Shares3,384 from 3,478
Change-94 (-3%)
Value$772.8K (+$76.9K)
Filed 2026-10-16
Brindle & Bay Financial Advisors, LLC
INCREASED
Shares3,382 from 2,304
Change+1,078 (+47%)
Value$772.4K (+$311.4K)
Filed 2026-10-15
JHP Wealth Management, LLC
DECREASED
Shares3,373 from 3,395
Change-22 (-1%)
Value$770.4K (+$91.0K)
Filed 2026-11-06
Evergreen Advisors, LLC
UNCHANGED
Shares3,369 from 3,369
Change0 (0%)
Value$769.4K (+$95.3K)
Filed 2026-10-28
LaFleur & Godfrey LLC
DECREASED
Shares3,357 from 3,435
Change-78 (-2%)
Value$766.7K (+$79.4K)
Filed 2026-10-27
Vermillion & White Wealth Management Group, LLC
UNCHANGED
Shares3,347 from 3,347
Change0 (0%)
Value$764.4K (+$94.7K)
Filed 2026-11-10
Sensible Money, LLC
DECREASED
Shares3,346 from 3,928
Change-582 (-15%)
Value$764.1K (-$22.0K)
Filed 2026-10-20
Westbourne Investment Advisors, Inc.
INCREASED
Shares3,338 from 3,333
Change+5 (+0%)
Value$762.3K (+$95.4K)
Filed 2026-10-20
Stephen J. Garry & Associates, LLC
UNCHANGED
Shares3,337 from 3,337
Change0 (0%)
Value$762.1K (+$94.4K)
Filed 2026-11-05
Cassilly Financial Group LLC
INCREASED
Shares3,336 from 1,972
Change+1,364 (+69%)
Value$761.9K (+$367.3K)
Filed 2026-10-07
LFA - Lugano Financial Advisors SA
DECREASED
Shares3,318 from 3,535
Change-217 (-6%)
Value$757.8K (+$50.4K)
Filed 2026-11-03
Koa Wealth Management, LLC
DECREASED
Shares3,315 from 3,335
Change-20 (-1%)
Value$757.0K (+$89.8K)
Filed 2026-10-14
Lionsbridge Wealth Management LLC
NEW
Shares3,313
Change+3,313
Value$756.6K
Filed 2026-10-26
New England Professional Planning Group Inc.
UNCHANGED
Shares3,299 from 3,299
Change0 (0%)
Value$753.4K (+$93.3K)
Filed 2026-10-29
Holos Integrated Wealth LLC
INCREASED
Shares3,286 from 3,211
Change+75 (+2%)
Value$713.4K (+$81.0K)
Filed 2026-10-23
WBI Investments, LLC
DECREASED
Shares3,270 from 13,418
Change-10,148 (-76%)
Value$746.8K (-$1.9M)
Filed 2026-11-05
Peoples Bank
INCREASED
Shares3,265 from 3,246
Change+19 (+1%)
Value$745.7K (+$96.2K)
Filed 2026-10-09
Flywheel Private Wealth LLC
UNCHANGED
Shares3,265 from 3,265
Change0 (0%)
Value$745.7K (+$92.4K)
Filed 2026-11-02
Marest Capital, LLC
INCREASED
Shares3,263 from 3,196
Change+67 (+2%)
Value$746.4K (+$106.9K)
Filed 2026-10-23
Sound Stewardship, LLC
DECREASED
Shares3,262 from 3,384
Change-122 (-4%)
Value$745.0K (+$67.9K)
Filed 2026-10-14
Schwallier Wealth Management LLC
INCREASED
Shares3,246 from 3,243
Change+3 (+0%)
Value$741.2K (+$92.4K)
Filed 2026-11-05
Luminvest Wealth Management LLC
DECREASED
Shares3,230 from 3,478
Change-248 (-7%)
Value$737.7K (+$41.7K)
Filed 2026-10-14
GR Financial Group, LLC
INCREASED
Shares3,226 from 3,201
Change+25 (+1%)
Value$736.9K (+$96.3K)
Filed 2026-10-27
Stokes Capital Advisors, LLC
INCREASED
Shares3,223 from 3,025
Change+198 (+7%)
Value$736.1K (+$130.8K)
Filed 2026-10-09
Quaker Wealth Management, LLC
INCREASED
Shares3,206 from 3,016
Change+190 (+6%)
Value$732.2K (+$128.7K)
Filed 2026-10-22
Prism Advisors, Inc.
UNCHANGED
Shares3,174 from 3,174
Change0 (0%)
Value$731.5K (+$96.4K)
Filed 2026-10-09
Robinson Smith Wealth Advisors LLC
INCREASED
Shares3,170 from 3,083
Change+87 (+3%)
Value$724.0K (+$107.1K)
Filed 2026-10-22
Ironsides Asset Advisors, LLC
DECREASED
Shares3,159 from 3,231
Change-72 (-2%)
Value$721.5K (+$75.0K)
Filed 2026-10-20
Larry Mathis Financial Planning, LLC
DECREASED
Shares3,156 from 8,851
Change-5,695 (-64%)
Value$720.8K (-$1.1M)
Filed 2026-10-26
Continuum Wealth Advisors, LLC
DECREASED
Shares3,153 from 3,345
Change-192 (-6%)
Value$720.1K (+$50.8K)
Filed 2026-10-20
TMB Capital Partners, LLC
INCREASED
Shares3,149 from 2,857
Change+292 (+10%)
Value$719.2K (+$147.5K)
Filed 2026-10-20
PlanVest Financial, Inc
INCREASED
Shares3,149 from 2,897
Change+252 (+9%)
Value$719.2K (+$139.5K)
Filed 2026-11-09
Town Capital LLC
DECREASED
Shares3,144 from 3,200
Change-56 (-2%)
Value$718.0K (+$77.7K)
Filed 2026-11-03
R.H. Investment Group, LLC
INCREASED
Shares3,131 from 2,529
Change+602 (+24%)
Value$715.1K (+$209.0K)
Filed 2026-11-09
Donalies Financial Planning, LLC
DECREASED
Shares3,083 from 3,108
Change-25 (-1%)
Value$704.0K (+$82.2K)
Filed 2026-10-19
Lynx Capital Group LTD
UNCHANGED
Shares3,083 from 3,083
Change0 (0%)
Value$704.1K (+$87.2K)
Filed 2026-11-04
Arlington Financial Advisors, LLC
INCREASED
Shares3,073 from 2,694
Change+379 (+14%)
Value$701.7K (+$162.8K)
Filed 2026-10-19
Cathy Pareto & Associates, Inc
INCREASED
Shares3,070 from 2,795
Change+275 (+10%)
Value$701.3K (+$141.9K)
Filed 2026-10-15
ASL Financial, LLC
UNCHANGED
Shares3,070 from 3,070
Change0 (0%)
Value$701.1K (+$86.9K)
Filed 2026-10-15
Highland Investment Advisors LLC
INCREASED
Shares3,069 from 2,913
Change+156 (+5%)
Value$700.8K (+$118.0K)
Filed 2026-11-09
Tillman Hartley LLC
UNCHANGED
Shares3,064 from 3,064
Change0 (0%)
Value$699.8K (+$86.7K)
Filed 2026-11-06
Aspect Partners, LLC
INCREASED
Shares3,060 from 2,908
Change+152 (+5%)
Value$698.9K (+$117.0K)
Filed 2026-10-20
Peoples Financial Services Corp.
DECREASED
Shares3,037 from 3,197
Change-160 (-5%)
Value$693.6K (+$53.9K)
Filed 2026-10-20
CrossGen Wealth, LLC
INCREASED
Shares3,033 from 3,019
Change+14 (+0%)
Value$692.6K (+$88.6K)
Filed 2026-10-30
Martel Wealth Advisors LLC
DECREASED
Shares3,017 from 4,340
Change-1,323 (-30%)
Value$689.1K (-$179.4K)
Filed 2026-10-14
Trellis Wealth Advisors LLC
DECREASED
Shares3,017 from 3,529
Change-512 (-15%)
Value$689.0K (-$17.1K)
Filed 2026-10-19
Blankinship & Foster, LLC
INCREASED
Shares3,017 from 2,947
Change+70 (+2%)
Value$689.0K (+$99.4K)
Filed 2026-10-19
Idaho Trust Co
DECREASED
Shares3,007 from 3,036
Change-29 (-1%)
Value$686.7K (+$79.3K)
Filed 2026-11-04
Advisory Advocates, LLC
INCREASED
Shares3,003 from 2,907
Change+96 (+3%)
Value$685.8K (+$104.2K)
Filed 2026-11-05
Alhambra Investment Management LLC
DECREASED
Shares2,992 from 3,095
Change-103 (-3%)
Value$683.3K (+$64.0K)
Filed 2026-10-15
Gutierrez Wealth Advisory, LLC
INCREASED
Shares2,988 from 1,744
Change+1,244 (+71%)
Value$682.5K (+$333.5K)
Filed 2026-11-02
Buska Wealth Management, LLC
INCREASED
Shares2,987 from 2,947
Change+40 (+1%)
Value$682.3K (+$92.5K)
Filed 2026-10-08
Jordan Park Trust Co LLC
DECREASED
Shares2,978 from 3,146
Change-168 (-5%)
Value$680.1K (+$50.6K)
Filed 2026-10-19
Wealth Forward, LLC
INCREASED
Shares2,978 from 2,915
Change+63 (+2%)
Value$680.1K (+$96.9K)
Filed 2026-10-14
Fortitude Financial, LLC
UNCHANGED
Shares2,976 from 2,976
Change0 (0%)
Value$679.7K (+$84.2K)
Filed 2026-10-19
Seven Hills Financial, LLC
NEW
Shares2,972
Change+2,972
Value$678.8K
Filed 2026-10-13
Sander Capital Advisors Inc
INCREASED
Shares2,970 from 2,855
Change+115 (+4%)
Value$678 (+$107)
Filed 2026-10-20
Shikiar Asset Management Inc
INCREASED
Shares2,960 from 2,110
Change+850 (+40%)
Value$676 (-$421.3K)
Filed 2026-10-20
Atlas Wealth Partners, LLC
INCREASED
Shares2,942 from 2,817
Change+125 (+4%)
Value$672.4K (+$108.8K)
Filed 2026-11-03
BancFirst Trust & Investment Management
DECREASED
Shares2,941 from 4,894
Change-1,953 (-40%)
Value$668.2K (-$286.0K)
Filed 2026-10-30
Torray Investment Partners LLC
UNCHANGED
Shares2,938 from 2,938
Change0 (0%)
Value$671.0K (+$83.1K)
Filed 2026-10-30
Alpha Wealth Funds, LLC
DECREASED
Shares2,937 from 4,933
Change-1,996 (-40%)
Value$670.8K (-$316.3K)
Filed 2026-11-05
Strategic Advisory Partners, LLC
DECREASED
Shares2,936 from 2,957
Change-21 (-1%)
Value$670.5K (+$78.8K)
Filed 2026-11-06
BCU Wealth Advisors, LLC
DECREASED
Shares2,932 from 3,049
Change-117 (-4%)
Value$669.6K (+$59.5K)
Filed 2026-10-16
Windsor Capital Management, LLC
INCREASED
Shares2,922 from 2,724
Change+198 (+7%)
Value$667.3K (+$122.1K)
Filed 2026-10-13
Ehrlich Financial Group
INCREASED
Shares2,891 from 2,861
Change+30 (+1%)
Value$660.3K (+$87.8K)
Filed 2026-10-20
Delta Wealth Advisors LLC
UNCHANGED
Shares2,884 from 2,884
Change0 (0%)
Value$658.7K (+$81.6K)
Filed 2026-10-09
Keyes, Stange & Wooten Wealth Management, LLC
DECREASED
Shares2,879 from 2,884
Change-5 (0%)
Value$657.6K (+$80.5K)
Filed 2026-11-03
Keystone Global Partners, LLC
DECREASED
Shares2,876 from 12,797
Change-9,921 (-78%)
Value$656.9K (-$1.9M)
Filed 2026-10-13
Norman Fields, Gottscho Capital Management, LLC
UNCHANGED
Shares2,870 from 2,870
Change0 (0%)
Value$655.5K (+$81.2K)
Filed 2026-10-05
Climber Capital SA
INCREASED
Shares2,868 from 2,766
Change+102 (+4%)
Value$621.0K (+$68.7K)
Filed 2026-10-20
Barry Investment Advisors, LLC
DECREASED
Shares2,860 from 2,884
Change-24 (-1%)
Value$653.9K (+$76.8K)
Filed 2026-10-14
Coston, McIsaac & Partners
INCREASED
Shares2,855 from 2,104
Change+751 (+36%)
Value$652.2K (+$232.2K)
Filed 2026-11-06
Three Arch Wealth Management LLC
INCREASED
Shares2,847 from 1,696
Change+1,151 (+68%)
Value$650.2K (+$310.8K)
Filed 2026-10-20
CDM Financial Counseling Services, Inc.
INCREASED
Shares2,840 from 2,803
Change+37 (+1%)
Value$648.6K (+$87.7K)
Filed 2026-10-15
Accretive Wealth Partners, LLC
DECREASED
Shares2,838 from 2,918
Change-80 (-3%)
Value$648.1K (+$64.2K)
Filed 2026-11-06
Mycio Wealth Partners, LLC
DECREASED
Shares2,838 from 2,904
Change-66 (-2%)
Value$648.1K (+$67.1K)
Filed 2026-11-04
Colton Groome Financial Advisors, LLC
INCREASED
Shares2,834 from 2,618
Change+216 (+8%)
Value$647.1K (+$123.3K)
Filed 2026-10-06
Gold Investment Management Ltd.
UNCHANGED
Shares2,810 from 2,810
Change0 (0%)
Value$641.7K (+$79.5K)
Filed 2026-10-19
Corepath Wealth Partners LLC
DECREASED
Shares2,802 from 5,783
Change-2,981 (-52%)
Value$665.3K (-$515.1K)
Filed 2026-10-21
Aull & Monroe Investment Management Corp
UNCHANGED
Shares2,801 from 2,801
Change0 (0%)
Value$639.7K (+$79.2K)
Filed 2026-10-16
ASK Capital Investment Managers, LLC
NEW
Shares2,788
Change+2,788
Value$636.7K
Filed 2026-10-14
Veltria Advisors Corp.
INCREASED
Shares2,784 from 2,359
Change+425 (+18%)
Value$635.8K (+$163.8K)
Filed 2026-11-05
TFO Wealth Partners, LLC
INCREASED
Shares2,775 from 1,028
Change+1,747 (+170%)
Value$633.8K (+$428.1K)
Filed 2026-11-09
DeLarme Wealth Management, Inc.
DECREASED
Shares2,772 from 2,885
Change-113 (-4%)
Value$633.1K (+$55.8K)
Filed 2026-10-30
Arwa LLC
DECREASED
Shares2,769 from 3,121
Change-352 (-11%)
Value$632.8K (-$14.5K)
Filed 2026-10-21
Hardin Capital Partners, LLC
NEW
Shares2,759
Change+2,759
Value$630.2K
Filed 2026-10-09
Sterling Group Wealth Management, LLC
INCREASED
Shares2,731 from 2,625
Change+106 (+4%)
Value$623.6K (+$98.4K)
Filed 2026-11-03
AdvisorShares Investments LLC
DECREASED
Shares2,730 from 4,430
Change-1,700 (-38%)
Value$623.5K (-$262.9K)
Filed 2026-11-09
Shoker Investment Counsel, Inc.
DECREASED
Shares2,727 from 2,817
Change-90 (-3%)
Value$622.9K (+$59.2K)
Filed 2026-11-04
Good Harbor Advisors, Inc.
DECREASED
Shares2,704 from 3,193
Change-489 (-15%)
Value$617.6K (-$21.3K)
Filed 2026-10-20
Artesa Financial Group, LLC
DECREASED
Shares2,703 from 2,744
Change-41 (-1%)
Value$617.2K (+$68.2K)
Filed 2026-10-29
Access Financial Services, Inc.
DECREASED
Shares2,694 from 2,700
Change-6 (0%)
Value$615.3K (+$75.0K)
Filed 2026-11-09
Orba Wealth Advisors, L.L.C.
INCREASED
Shares2,688 from 2,574
Change+114 (+4%)
Value$613.9K (+$98.9K)
Filed 2026-10-23
Finward Bancorp
INCREASED
Shares2,673 from 2,558
Change+115 (+5%)
Value$610.5K (+$98.6K)
Filed 2026-10-14
Meridian Financial Advisors, LLC
INCREASED
Shares2,664 from 1,249
Change+1,415 (+113%)
Value$608.4K (+$358.5K)
Filed 2026-10-14
Arkansas Financial Group, Inc.
INCREASED
Shares2,661 from 2,649
Change+12 (+0%)
Value$607.6K (+$77.6K)
Filed 2026-10-26
Atlantic Private Wealth, LLC
UNCHANGED
Shares2,660 from 2,660
Change0 (0%)
Value$607.4K (+$75.2K)
Filed 2026-11-09
Oliver Luxxe Assets LLC
DECREASED
Shares2,659 from 2,667
Change-8 (0%)
Value$607.3K (+$73.6K)
Filed 2026-10-14
Optimist Retirement Group LLC
UNCHANGED
Shares2,657 from 2,657
Change0 (0%)
Value$606.8K (+$75.2K)
Filed 2026-10-30
Valued Wealth Advisors LLC
DECREASED
Shares2,640 from 2,764
Change-124 (-4%)
Value$603.5K (+$50.5K)
Filed 2026-11-05
Prudent Man Investment Management, Inc.
INCREASED
Shares2,631 from 1,950
Change+681 (+35%)
Value$600.9K (+$237.2K)
Filed 2026-11-03
Forthright Family Wealth Advisory LLC
INCREASED
Shares2,628 from 2,627
Change+1 (+0%)
Value$600.1K (+$74.5K)
Filed 2026-11-03
BCO Wealth Management LLC
UNCHANGED
Shares2,628 from 2,628
Change0 (0%)
Value$600.2K (+$74.3K)
Filed 2026-10-14
Asset Allocation & Management Company, LLC
UNCHANGED
Shares2,627 from 2,627
Change0 (0%)
Value$600 (+$74)
Filed 2026-10-13
Twelve Points Wealth Management LLC
INCREASED
Shares2,621 from 2,056
Change+565 (+27%)
Value$536.5K (+$125.1K)
Filed 2026-11-03
LCW Services, LLC
INCREASED
Shares2,618 from 1,618
Change+1,000 (+62%)
Value$598.0K (+$274.2K)
Filed 2026-10-21
Strategic Advocates LLC
DECREASED
Shares2,614 from 2,717
Change-103 (-4%)
Value$597.0K (+$53.3K)
Filed 2026-11-03
SWP Financial LLC
INCREASED
Shares2,567 from 2,414
Change+153 (+6%)
Value$586.2K (+$103.2K)
Filed 2026-10-23
Rainey & Randall Wealth Advisors Inc.
INCREASED
Shares2,564 from 2,489
Change+75 (+3%)
Value$586.1K (+$88.2K)
Filed 2026-10-26
Fifth Third Securities, Inc.
NEW
Shares2,560
Change+2,560
Value$584.8K
Filed 2026-10-21
Ferguson Shapiro LLC
UNCHANGED
Shares2,549 from 2,549
Change0 (0%)
Value$582.2K (+$72.1K)
Filed 2026-10-16
BCR Wealth Strategies, LLC
INCREASED
Shares2,545 from 2,403
Change+142 (+6%)
Value$581.1K (+$101.1K)
Filed 2026-11-06
Insight 2811, Inc.
UNCHANGED
Shares2,537 from 2,537
Change0 (0%)
Value$579.4K (+$71.8K)
Filed 2026-11-06
M Wealth Management, LLC
UNCHANGED
Shares2,525 from 2,525
Change0 (0%)
Value$576.7K (+$71.4K)
Filed 2026-10-14
Caldwell Sutter Capital, Inc.
DECREASED
Shares2,519 from 2,523
Change-4 (0%)
Value$575.3K (+$70.4K)
Filed 2026-11-09
Global View Capital Management LLC
DECREASED
Shares2,518 from 3,010
Change-492 (-16%)
Value$575.1K (-$27.2K)
Filed 2026-10-28
Murphy, Middleton, Hinkle & Parker, Inc.
INCREASED
Shares2,517 from 2,491
Change+26 (+1%)
Value$574.9K (+$76.4K)
Filed 2026-10-15
Baker Boyer National Bank
INCREASED
Shares2,516 from 2,294
Change+222 (+10%)
Value$574.6K (+$115.6K)
Filed 2026-11-05
Dara Capital US, Inc.
DECREASED
Shares2,500 from 44,369
Change-41,869 (-94%)
Value$571.0K (-$8.3M)
Filed 2026-10-29
Forza Wealth Management, LLC
INCREASED
Shares2,500 from 1,002
Change+1,498 (+150%)
Value$571.0K (+$370.5K)
Filed 2026-10-20
Compound Global Advisors, LLC
INCREASED
Shares2,500 from 1,801
Change+699 (+39%)
Value$571.0K (+$210.6K)
Filed 2026-10-20
Bedminster, LLC
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$571.0K (+$70.7K)
Filed 2026-11-04
Crystal Cove Asset Management, LLC
NEW
Shares2,489
Change+2,489
Value$568.4K
Filed 2026-11-06
Outbound Financial Inc
UNCHANGED
Shares2,480 from 2,480
Change0 (0%)
Value$566.4K (+$70.2K)
Filed 2026-10-13
Lockerman Financial Group, Inc.
DECREASED
Shares2,479 from 2,698
Change-219 (-8%)
Value$566.2K (+$26.3K)
Filed 2026-10-19
POM Investment Strategies, LLC
DECREASED
Shares2,477 from 6,875
Change-4,398 (-64%)
Value$565.6K (-$809.9K)
Filed 2026-10-20
Jefferson Bridge Capital, LLC
UNCHANGED
Shares2,475 from 2,475
Change0 (0%)
Value$565.2K (+$70.0K)
Filed 2026-11-06
FinDec Wealth Services, Inc.
DECREASED
Shares2,471 from 2,570
Change-99 (-4%)
Value$564.4K (+$50.1K)
Filed 2026-10-30
Great Point Wealth Advisors, LLC
DECREASED
Shares2,462 from 2,853
Change-391 (-14%)
Value$562.3K (-$8.6K)
Filed 2026-10-15
Price Financial Group Wealth Management, Inc
INCREASED
Shares2,455 from 2,299
Change+156 (+7%)
Value$557.6K (+$103.8K)
Filed 2026-11-02
Rebalance, LLC
INCREASED
Shares2,454 from 1,752
Change+702 (+40%)
Value$560.4K (+$209.9K)
Filed 2026-10-22
Avant Financial Advisors LLC
INCREASED
Shares2,451 from 2,026
Change+425 (+21%)
Value$559.8K (+$154.4K)
Filed 2026-11-02
Summit Wealth Group, LLC
DECREASED
Shares2,449 from 3,905
Change-1,456 (-37%)
Value$559.3K (-$222.1K)
Filed 2026-11-10
Brown Financial Advisory
INCREASED
Shares2,445 from 2,436
Change+9 (+0%)
Value$558.5K (+$71.0K)
Filed 2026-11-05
Clayton Financial Group LLC
DECREASED
Shares2,436 from 2,884
Change-448 (-16%)
Value$556.4K (-$20.7K)
Filed 2026-10-13
Providence Financial Advisors, LLC
INCREASED
Shares2,425 from 2,421
Change+4 (+0%)
Value$553.8K (+$69.4K)
Filed 2026-11-06
Wilkins Miller Wealth Management, LLC
INCREASED
Shares2,423 from 2,399
Change+24 (+1%)
Value$553.4K (+$73.4K)
Filed 2026-10-13
Stone Summit Wealth LLC
INCREASED
Shares2,420 from 2,230
Change+190 (+9%)
Value$552.7K (+$106.5K)
Filed 2026-10-14
Fingerlakes Wealth Management, Inc.
INCREASED
Shares2,416 from 2,406
Change+10 (+0%)
Value$551.8K (+$70.3K)
Filed 2026-11-04
Family Wealth Partners, LLC
INCREASED
Shares2,411 from 1,859
Change+552 (+30%)
Value$550.7K (+$178.7K)
Filed 2026-10-20
Freedom Investment Management, Inc.
INCREASED
Shares2,411 from 2,051
Change+360 (+18%)
Value$550.6K (+$140.3K)
Filed 2026-11-09
Robinswood Financial LLC
DECREASED
Shares2,395 from 2,560
Change-165 (-6%)
Value$520.0K (+$7.6K)
Filed 2026-10-20
Toews Corp
UNCHANGED
Shares2,392 from 2,392
Change0 (0%)
Value$546.3K (+$67.7K)
Filed 2026-11-09
Certior Financial Group, LLC
DECREASED
Shares2,386 from 2,554
Change-168 (-7%)
Value$544.9K (+$33.9K)
Filed 2026-10-19
Palladiem, LLC
UNCHANGED
Shares2,382 from 2,382
Change0 (0%)
Value$544.1K (+$67.4K)
Filed 2026-11-09
Madson Wealth Advisors Inc
INCREASED
Shares2,377 from 2,333
Change+44 (+2%)
Value$542.8K (+$76.0K)
Filed 2026-10-13
Hillcrest Wealth Advisors - NY, LLC
DECREASED
Shares2,376 from 2,751
Change-375 (-14%)
Value$542.6K (-$7.8K)
Filed 2026-10-22
Paragon Capital Management Ltd
DECREASED
Shares2,355 from 4,537
Change-2,182 (-48%)
Value$537.9K (-$370.0K)
Filed 2026-10-09
AJ Advisors, LLC
DECREASED
Shares2,354 from 2,378
Change-24 (-1%)
Value$537.5K (+$61.8K)
Filed 2026-10-29
Ramiah Investment Group
INCREASED
Shares2,352 from 2,342
Change+10 (+0%)
Value$537.2K (+$68.5K)
Filed 2026-10-20
Clear Retirement Advice LLC
NEW
Shares2,345
Change+2,345
Value$535.6K
Filed 2026-10-22
Sanchez Wealth Management Group
DECREASED
Shares2,343 from 6,289
Change-3,946 (-63%)
Value$535.0K (-$723.4K)
Filed 2026-11-02
Cottonwood Capital Advisors, LLC
INCREASED
Shares2,341 from 2,323
Change+18 (+1%)
Value$534.6K (+$69.8K)
Filed 2026-10-20
JIM Saulnier & Associates, LLC
DECREASED
Shares2,320 from 2,473
Change-153 (-6%)
Value$529.9K (+$35.0K)
Filed 2026-11-04
Financial Advisory Partners, LLC
UNCHANGED
Shares2,308 from 2,308
Change0 (0%)
Value$527.1K (+$65.3K)
Filed 2026-10-23
Curry Webb Wealth Management LLC
UNCHANGED
Shares2,285 from 2,285
Change0 (0%)
Value$457.1K ($0)
Filed 2026-10-22
GenWealth Group, Inc.
DECREASED
Shares2,278 from 3,849
Change-1,571 (-41%)
Value$520.4K (-$249.7K)
Filed 2026-10-16
rebel Financial LLC
INCREASED
Shares2,260 from 1,397
Change+863 (+62%)
Value$516.7K (+$237.1K)
Filed 2026-11-04
Avise Financial Cooperative, Inc.
INCREASED
Shares2,259 from 2,128
Change+131 (+6%)
Value$515.9K (+$90.1K)
Filed 2026-11-09
Redwood Park Advisors LLC
INCREASED
Shares2,253 from 1,187
Change+1,066 (+90%)
Value$514.6K (+$277.0K)
Filed 2026-11-02
Cannon Financial Strategists, Inc.
INCREASED
Shares2,235 from 2,091
Change+144 (+7%)
Value$510.5K (+$92.1K)
Filed 2026-10-19
Lotus Asset Management LLC
INCREASED
Shares2,233 from 1,836
Change+397 (+22%)
Value$509.7K (+$142.4K)
Filed 2026-10-14
New Perspectives, Inc
INCREASED
Shares2,216 from 2,213
Change+3 (+0%)
Value$506.1K (+$63.3K)
Filed 2026-10-14
Fiscal Wisdom Wealth Management, LLC
INCREASED
Shares2,214 from 2,211
Change+3 (+0%)
Value$505.7K (+$63.2K)
Filed 2026-10-16
Shulman DeMeo Asset Management LLC
INCREASED
Shares2,205 from 2,101
Change+104 (+5%)
Value$526.7K (+$106.4K)
Filed 2026-10-09
Rachor Investment Advisory Services, LLC
UNCHANGED
Shares2,203 from 2,203
Change0 (0%)
Value$503.1K (+$62.3K)
Filed 2026-10-29
Buttonwood Financial Advisors Inc.
INCREASED
Shares2,201 from 2,200
Change+1 (+0%)
Value$502.6K (+$62.5K)
Filed 2026-10-13
Financially Speaking Inc
DECREASED
Shares2,190 from 2,515
Change-325 (-13%)
Value$500.1K (+$61.5K)
Filed 2026-11-05
Charter Capital Management, Llc\de
UNCHANGED
Shares2,185 from 2,185
Change0 (0%)
Value$499.0K (+$61.8K)
Filed 2026-10-28
Centennial Bank
UNCHANGED
Shares2,181 from 2,181
Change0 (0%)
Value$498.1K (+$61.7K)
Filed 2026-11-09
CSP Financial Group, LLC
INCREASED
Shares2,179 from 1,919
Change+260 (+14%)
Value$497.7K (+$113.7K)
Filed 2026-10-26
FC Advisory LLC
INCREASED
Shares2,172 from 2,066
Change+106 (+5%)
Value$496.1K (+$82.7K)
Filed 2026-10-05
Boyum Wealth Architects LLC
UNCHANGED
Shares2,171 from 2,171
Change0 (0%)
Value$507.9K (+$66.0K)
Filed 2026-10-06
Succession Financial, Inc.
NEW
Shares2,170
Change+2,170
Value$495.5K
Filed 2026-10-14
Blue Water Asset Management
INCREASED
Shares2,159 from 1,800
Change+359 (+20%)
Value$493.2K (+$132.9K)
Filed 2026-11-04
Beacon Financial Strategies Corp
INCREASED
Shares2,153 from 1,252
Change+901 (+72%)
Value$491.6K (+$241.2K)
Filed 2026-10-14
Adirondack Capital Advisors, LLC
INCREASED
Shares2,152 from 1,857
Change+295 (+16%)
Value$491.5K (+$119.9K)
Filed 2026-10-09
Mainsail Financial Group, LLC
DECREASED
Shares2,143 from 9,511
Change-7,368 (-77%)
Value$489.5K (-$1.4M)
Filed 2026-10-23
High Probability Advisors, LLC
UNCHANGED
Shares2,135 from 2,135
Change0 (0%)
Value$487.6K (+$60.4K)
Filed 2026-10-19
Sterling Financial Planning, Inc.
DECREASED
Shares2,133 from 2,157
Change-24 (-1%)
Value$487.2K (+$55.6K)
Filed 2026-10-28
Websterrogers Financial Advisors, LLC
UNCHANGED
Shares2,130 from 2,130
Change0 (0%)
Value$486.5K (+$60.3K)
Filed 2026-11-02
Ballentine Capital Advisors, Inc
INCREASED
Shares2,128 from 1,909
Change+219 (+11%)
Value$486.0K (+$104.0K)
Filed 2026-10-14
Trinity Wealth Management, LLC
INCREASED
Shares2,127 from 1,754
Change+373 (+21%)
Value$485.8K (+$134.8K)
Filed 2026-10-13
Fidelity D & D Bancorp Inc
UNCHANGED
Shares2,127 from 2,127
Change0 (0%)
Value$485.8K (+$60.2K)
Filed 2026-11-05
Fairway Wealth LLC
DECREASED
Shares2,118 from 2,173
Change-55 (-3%)
Value$483.6K (+$48.9K)
Filed 2026-10-30
Marquette Asset Management, LLC
DECREASED
Shares2,118 from 2,123
Change-5 (0%)
Value$483.7K (+$58.9K)
Filed 2026-10-09
Pacific Asset Management, LLC
UNCHANGED
Shares2,116 from 2,116
Change0 (0%)
Value$483.3K (+$59.9K)
Filed 2026-10-15
Lloyd Advisory Services, Llc.
DECREASED
Shares2,085 from 2,152
Change-67 (-3%)
Value$476.1K (+$45.5K)
Filed 2026-11-02
Thompson Investment Management, Inc.
UNCHANGED
Shares2,076 from 2,076
Change0 (0%)
Value$474.1K (+$58.7K)
Filed 2026-10-14
Stewardship Concepts Financial Services LLC
INCREASED
Shares2,074 from 1,673
Change+401 (+24%)
Value$473.7K (+$138.9K)
Filed 2026-10-06
Probity Advisors, Inc.
INCREASED
Shares2,065 from 1,165
Change+900 (+77%)
Value$471.6K (+$238.5K)
Filed 2026-10-23
Sterling Investment Advisors LLC
UNCHANGED
Shares2,063 from 2,063
Change0 (0%)
Value$471.4K (+$58.4K)
Filed 2026-10-27
Virginia Wealth Management Group, Inc.
UNCHANGED
Shares2,063 from 2,063
Change0 (0%)
Value$471.1K (+$58.4K)
Filed 2026-10-14
Navigoe, LLC
INCREASED
Shares2,056 from 2,045
Change+11 (+1%)
Value$469 (-$408.5K)
Filed 2026-11-04
Epiq Partners, LLC
UNCHANGED
Shares2,049 from 2,049
Change0 (0%)
Value$468.0K (+$58.0K)
Filed 2026-10-07
Evexia Wealth LLC
DECREASED
Shares2,047 from 2,085
Change-38 (-2%)
Value$442.1K (+$11.3K)
Filed 2026-11-05
Merited Wealth, LLC
DECREASED
Shares2,038 from 2,220
Change-182 (-8%)
Value$465.4K (+$21.2K)
Filed 2026-10-13
Villere ST Denis J & Co LLC
UNCHANGED
Shares2,035 from 2,035
Change0 (0%)
Value$464.8K (+$57.6K)
Filed 2026-11-04
Stegent Equity Advisors, Inc.
DECREASED
Shares2,025 from 2,102
Change-77 (-4%)
Value$462.5K (+$41.9K)
Filed 2026-10-13
Stonehearth Capital Management, LLC
UNCHANGED
Shares2,017 from 2,017
Change0 (0%)
Value$460.6K (+$57.1K)
Filed 2026-10-13
Tilson Financial Group, Inc.
DECREASED
Shares2,015 from 2,252
Change-237 (-11%)
Value$460.1K (+$9.6K)
Filed 2026-11-09
Carbahal Olsen Financial Services Group, LLC
UNCHANGED
Shares2,014 from 2,014
Change0 (0%)
Value$460.1K (+$57.0K)
Filed 2026-11-05
Maseco LLP
INCREASED
Shares2,010 from 1,709
Change+301 (+18%)
Value$458.9K (+$117.5K)
Filed 2026-10-27
RW Investment Management LLC
DECREASED
Shares2,003 from 2,283
Change-280 (-12%)
Value$457.5K (+$641)
Filed 2026-11-03
Tribridge Partners Financial LLC
DECREASED
Shares2,001 from 2,077
Change-76 (-4%)
Value$404.3K (-$3.8K)
Filed 2026-11-09
Argyle Capital Management, LLC
DECREASED
Shares2,000 from 2,200
Change-200 (-9%)
Value$456.8K (+$16.6K)
Filed 2026-10-28
Alaska Permanent Capital Management, LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$456.8K (+$56.6K)
Filed 2026-11-09
Retireful, LLC
INCREASED
Shares1,996 from 1,738
Change+258 (+15%)
Value$455.8K (+$108.1K)
Filed 2026-10-09
Purewater Capital LLC
INCREASED
Shares1,990 from 1,820
Change+170 (+9%)
Value$454.5K (+$90.3K)
Filed 2026-10-23
Bullseye Investment Management, LLC
UNCHANGED
Shares1,980 from 1,980
Change0 (0%)
Value$452.2K (+$56.0K)
Filed 2026-10-29
Terril Brothers, Inc.
UNCHANGED
Shares1,975 from 1,975
Change0 (0%)
Value$451.1K (+$55.9K)
Filed 2026-11-06
Frontier Asset Management, LLC
DECREASED
Shares1,964 from 3,299
Change-1,335 (-40%)
Value$448.6K (-$211.5K)
Filed 2026-10-28
VVR Holdings LLC
DECREASED
Shares1,961 from 1,969
Change-8 (0%)
Value$447.9K (+$53.9K)
Filed 2026-10-19
Retirement Solution LLC
DECREASED
Shares1,953 from 2,602
Change-649 (-25%)
Value$446.1K (-$74.5K)
Filed 2026-10-27
Baker Ellis Asset Management LLC
UNCHANGED
Shares1,950 from 1,950
Change0 (0%)
Value$445.3K (+$55.2K)
Filed 2026-10-14
Graham Capital Wealth Management, LLC
DECREASED
Shares1,947 from 2,767
Change-820 (-30%)
Value$444.7K (-$109.0K)
Filed 2026-10-26
Alamar Capital Management, LLC
DECREASED
Shares1,938 from 2,018
Change-80 (-4%)
Value$443.1K (+$39.3K)
Filed 2026-11-02
Darrow Company, Inc.
INCREASED
Shares1,937 from 1,714
Change+223 (+13%)
Value$442.4K (+$99.4K)
Filed 2026-10-22
RED Lighthouse Investment Management, LLC
INCREASED
Shares1,915 from 1,889
Change+26 (+1%)
Value$437.3K (+$59.4K)
Filed 2026-11-02
Graetz Wealth LLC
INCREASED
Shares1,914 from 1,899
Change+15 (+1%)
Value$437.2K (+$57.2K)
Filed 2026-10-27
ShankerValleau Wealth Advisors, Inc.
UNCHANGED
Shares1,910 from 1,910
Change0 (0%)
Value$436.2K (+$54.0K)
Filed 2026-10-16
Krane Financial Solutions LLC
INCREASED
Shares1,907 from 1,869
Change+38 (+2%)
Value$435.5K (+$61.5K)
Filed 2026-10-30
Rempart Asset Management Inc.
UNCHANGED
Shares1,900 from 1,900
Change0 (0%)
Value$380.2K ($0)
Filed 2026-10-20
Kaydan Wealth Management, Inc.
DECREASED
Shares1,893 from 2,083
Change-190 (-9%)
Value$432.3K (+$15.5K)
Filed 2026-10-08
Alpha Financial Advisors, LLC
INCREASED
Shares1,889 from 1,469
Change+420 (+29%)
Value$431.4K (+$137.5K)
Filed 2026-11-09
Essential Planning, Llc.
UNCHANGED
Shares1,889 from 1,889
Change0 (0%)
Value$431.4K (+$53.4K)
Filed 2026-10-21
GPM Growth Investors, Inc.
UNCHANGED
Shares1,888 from 1,888
Change0 (0%)
Value$431.2K (+$53.4K)
Filed 2026-10-30
Legacies Wealth LLC
NEW
Shares1,885
Change+1,885
Value$430.5K
Filed 2026-11-02
Infinity Wealth Counsel, LLC
DECREASED
Shares1,874 from 1,886
Change-12 (-1%)
Value$428.0K (+$50.6K)
Filed 2026-10-15
Sightline Wealth Advisors, LLC
INCREASED
Shares1,869 from 1,846
Change+23 (+1%)
Value$426.8K (+$57.5K)
Filed 2026-10-21
Isthmus Partners, LLC
INCREASED
Shares1,855 from 1,657
Change+198 (+12%)
Value$423.6K (+$92.1K)
Filed 2026-10-21
Wolff Financial Management LLC
INCREASED
Shares1,850 from 1,550
Change+300 (+19%)
Value$422.6K (+$112.4K)
Filed 2026-10-23
Basso Capital Management, L.P.
INCREASED
Shares1,848 from 1,570
Change+278 (+18%)
Value$422.1K (+$107.9K)
Filed 2026-10-30
Pinnacle Wealth Management Group, Inc.
DECREASED
Shares1,840 from 1,967
Change-127 (-6%)
Value$420.2K (+$26.6K)
Filed 2026-10-15
Solano Wealth Investment Advisors LLC
DECREASED
Shares1,840 from 1,846
Change-6 (0%)
Value$420.2K (+$50.9K)
Filed 2026-11-06
Valen Private Capital, LLC
NEW
Shares1,836
Change+1,836
Value$419.3K
Filed 2026-10-23
Sage Investment Counsel LLC
INCREASED
Shares1,836 from 1,786
Change+50 (+3%)
Value$419.4K (+$62.0K)
Filed 2026-10-26
Good Steward Wealth Advisors,LLC
INCREASED
Shares1,826 from 1,571
Change+255 (+16%)
Value$417.0K (+$102.7K)
Filed 2026-11-06
Brighton Securities Corp.
INCREASED
Shares1,821 from 1,770
Change+51 (+3%)
Value$415.9K (+$61.7K)
Filed 2026-10-08
Fullerton Advisors, LLC
INCREASED
Shares1,820 from 1,785
Change+35 (+2%)
Value$415.6K (+$58.5K)
Filed 2026-10-14
Quarry Hill Advisors, LLC
NEW
Shares1,816
Change+1,816
Value$414.7K
Filed 2026-11-04
Wilsey Asset Management Inc
UNCHANGED
Shares1,808 from 1,808
Change0 (0%)
Value$412.9K (+$51.1K)
Filed 2026-10-21
Warner Financial, Inc
INCREASED
Shares1,804 from 1,794
Change+10 (+1%)
Value$412.0K (+$53.0K)
Filed 2026-11-06
Mann Financial Group, Inc.
UNCHANGED
Shares1,799 from 1,799
Change0 (0%)
Value$410.9K (+$50.9K)
Filed 2026-10-15
Virtus Family Office LLC
UNCHANGED
Shares1,799 from 1,799
Change0 (0%)
Value$411.2K (+$51.2K)
Filed 2026-10-30
Monument Group Wealth Advisors, LLC
DECREASED
Shares1,797 from 2,378
Change-581 (-24%)
Value$410.4K (-$7.6K)
Filed 2026-10-21
FSA Wealth Partners, Inc.
NEW
Shares1,787
Change+1,787
Value$408.1K
Filed 2026-10-26
Single Point Partners, LLC
DECREASED
Shares1,787 from 1,998
Change-211 (-11%)
Value$408.0K (+$8.3K)
Filed 2026-10-19
Gleason Group, Inc.
INCREASED
Shares1,784 from 1,780
Change+4 (+0%)
Value$407.4K (+$51.3K)
Filed 2026-10-15
10Elms LLP
UNCHANGED
Shares1,783 from 1,783
Change0 (0%)
Value$407.3K (+$50.5K)
Filed 2026-11-06
Randolph Co Inc
INCREASED
Shares1,772 from 1,533
Change+239 (+16%)
Value$404.7K (+$98.0K)
Filed 2026-10-23
S&A Financial Services, Inc.
INCREASED
Shares1,772 from 1,750
Change+22 (+1%)
Value$404.8K (+$54.5K)
Filed 2026-11-03
Evergreen Private Wealth LLC
UNCHANGED
Shares1,770 from 1,770
Change0 (0%)
Value$404.3K (+$50.1K)
Filed 2026-10-30
Dahring | Cusmano LLC
INCREASED
Shares1,761 from 1,704
Change+57 (+3%)
Value$402.3K (+$61.3K)
Filed 2026-11-03
BCS Private Wealth Management, Inc.
DECREASED
Shares1,750 from 1,879
Change-129 (-7%)
Value$400.1K (+$24.1K)
Filed 2026-11-09
swisspartners Advisors Ltd
UNCHANGED
Shares1,750 from 1,750
Change0 (0%)
Value$399.7K (+$49.6K)
Filed 2026-11-05
Clientfirst Wealth Management, LLC
UNCHANGED
Shares1,750 from 1,750
Change0 (0%)
Value$399.7K (+$49.5K)
Filed 2026-11-04
Form Wealth Advisors, LLC
INCREASED
Shares1,741 from 1,589
Change+152 (+10%)
Value$397.5K (+$79.7K)
Filed 2026-10-13
Theory Financial LLC
INCREASED
Shares1,737 from 1,432
Change+305 (+21%)
Value$396.7K (+$110.2K)
Filed 2026-11-09
Erickson Financial Group, LLC
DECREASED
Shares1,737 from 2,037
Change-300 (-15%)
Value$396.7K (-$10.9K)
Filed 2026-11-05
Mullooly Asset Management, Inc.
DECREASED
Shares1,733 from 1,771
Change-38 (-2%)
Value$395.9K (+$41.4K)
Filed 2026-10-30
Merkkuri Wealth Advisors LLC
DECREASED
Shares1,731 from 1,739
Change-8 (0%)
Value$395.4K (+$47.5K)
Filed 2026-11-03
Midwest Financial Network, LLC
DECREASED
Shares1,720 from 2,077
Change-357 (-17%)
Value$392.9K (-$22.7K)
Filed 2026-10-13
Mallini Complete Financial Planning LLC
INCREASED
Shares1,713 from 1,336
Change+377 (+28%)
Value$391.2K (+$123.9K)
Filed 2026-10-06
Armbruster Capital Management, Inc.
INCREASED
Shares1,711 from 1,526
Change+185 (+12%)
Value$390.8K (+$85.4K)
Filed 2026-10-19
William B. Walkup & Associates, Inc.
INCREASED
Shares1,709 from 106
Change+1,603 (+1512%)
Value$390.3K (+$369.1K)
Filed 2026-11-05
Team Financial Group, LLC
UNCHANGED
Shares1,709 from 1,709
Change0 (0%)
Value$390.2K (+$48.3K)
Filed 2026-10-30
Petersen Hastings Wealth Advisors Inc.
INCREASED
Shares1,702 from 1,462
Change+240 (+16%)
Value$388.8K (+$96.3K)
Filed 2026-10-27
Holland Advisory Services, Inc.
DECREASED
Shares1,701 from 3,252
Change-1,551 (-48%)
Value$388.6K (-$262.2K)
Filed 2026-10-26
Centennial Advisors, LLC
DECREASED
Shares1,701 from 2,117
Change-416 (-20%)
Value$388.4K (-$35.2K)
Filed 2026-10-21
Summit Investment Advisors, Inc.\KS
INCREASED
Shares1,693 from 1,468
Change+225 (+15%)
Value$386.8K (+$93.2K)
Filed 2026-11-05
Inlight Wealth Management, LLC
DECREASED
Shares1,692 from 1,698
Change-6 (0%)
Value$386.4K (+$46.7K)
Filed 2026-10-21
Retiremitten Financial LLC
INCREASED
Shares1,691 from 1,419
Change+272 (+19%)
Value$364.2K (+$80.3K)
Filed 2026-11-05
Blueline Advisors LLC
INCREASED
Shares1,690 from 1,200
Change+490 (+41%)
Value$386.0K (+$145.9K)
Filed 2026-10-15
Orgel Wealth Management, LLC
DECREASED
Shares1,687 from 3,630
Change-1,943 (-54%)
Value$385.3K (-$341.0K)
Filed 2026-10-14
BCK Partners, Inc.
UNCHANGED
Shares1,679 from 1,679
Change0 (0%)
Value$383.5K (+$47.5K)
Filed 2026-10-23
Dmkc Advisory Services, LLC
DECREASED
Shares1,664 from 3,748
Change-2,084 (-56%)
Value$380.0K (-$369.9K)
Filed 2026-11-04
CWS Financial Advisors, LLC
INCREASED
Shares1,653 from 1,604
Change+49 (+3%)
Value$377.5K (+$56.6K)
Filed 2026-10-16
William Howard & Co Financial Advisors Inc
UNCHANGED
Shares1,650 from 1,650
Change0 (0%)
Value$376.8K (+$46.7K)
Filed 2026-11-04
Bull Oak Capital, LLC
UNCHANGED
Shares1,645 from 1,645
Change0 (0%)
Value$375.8K (+$46.5K)
Filed 2026-10-23
CogentBlue Wealth Advisors, LLC
DECREASED
Shares1,640 from 21,235
Change-19,595 (-92%)
Value$374.6K (-$3.9M)
Filed 2026-10-09
Yanni & Associates Investment Advisors, LLC
INCREASED
Shares1,640 from 1,564
Change+76 (+5%)
Value$374.4K (+$61.4K)
Filed 2026-10-14
Echo Wealth Management, LLC
DECREASED
Shares1,639 from 1,729
Change-90 (-5%)
Value$374.3K (+$28.4K)
Filed 2026-10-15
Avalon Advisory Group
UNCHANGED
Shares1,631 from 1,631
Change0 (0%)
Value$372.5K (+$46.1K)
Filed 2026-10-20
Shore Point Advisors, LLC
INCREASED
Shares1,629 from 1,230
Change+399 (+32%)
Value$372.2K (+$125.9K)
Filed 2026-10-14
Madrid Financial Services
UNCHANGED
Shares1,623 from 1,623
Change0 (0%)
Value$370.7K (+$45.9K)
Filed 2026-11-03
Harvey Investment Co LLC
DECREASED
Shares1,620 from 1,690
Change-70 (-4%)
Value$370 (-$337.6K)
Filed 2026-10-20
SBK Financial, Inc.
UNCHANGED
Shares1,620 from 1,620
Change0 (0%)
Value$370.0K (+$45.8K)
Filed 2026-11-02
Compass Financial Group, Inc. (Ohio)
INCREASED
Shares1,613 from 1,528
Change+85 (+6%)
Value$368.5K (+$62.7K)
Filed 2026-10-19
Palatine Hill Wealth Management, LLC
INCREASED
Shares1,596 from 1,581
Change+15 (+1%)
Value$364.8K (+$48.6K)
Filed 2026-11-03
LBJ Family Wealth Advisors, Ltd.
UNCHANGED
Shares1,594 from 1,594
Change0 (0%)
Value$364 (+$53)
Filed 2026-10-01
Hegarty Advisors, LLC
UNCHANGED
Shares1,590 from 1,590
Change0 (0%)
Value$363.0K (+$45.0K)
Filed 2026-10-20
Master's Wealth Management Inc.
INCREASED
Shares1,581 from 1,186
Change+395 (+33%)
Value$361.1K (+$123.8K)
Filed 2026-10-22
Tarbox Family Office, Inc.
INCREASED
Shares1,575 from 1,145
Change+430 (+38%)
Value$359.7K (+$130.6K)
Filed 2026-10-23
Portfolio Strategies, Inc.
INCREASED
Shares1,575 from 1,555
Change+20 (+1%)
Value$359.8K (+$48.6K)
Filed 2026-11-06
Karras Company, Inc.
NEW
Shares1,563
Change+1,563
Value$357.0K
Filed 2026-10-16
Blake Schutter Theil Wealth Advisors, LLC
DECREASED
Shares1,550 from 1,732
Change-182 (-11%)
Value$354.0K (+$7.4K)
Filed 2026-11-02
Sherman Asset Management, Inc.
UNCHANGED
Shares1,546 from 1,546
Change0 (0%)
Value$353.1K (+$43.7K)
Filed 2026-11-05
Bestgate Wealth Advisors, LLC
NEW
Shares1,544
Change+1,544
Value$352.6K
Filed 2026-10-13
Melone Private Wealth, LLC
UNCHANGED
Shares1,544 from 1,544
Change0 (0%)
Value$352.5K (+$43.7K)
Filed 2026-10-16
Global Wealth Management, LLC
UNCHANGED
Shares1,544 from 1,544
Change0 (0%)
Value$352.7K (+$43.7K)
Filed 2026-10-15
Gordian Advisors LLC
DECREASED
Shares1,542 from 1,712
Change-170 (-10%)
Value$352.1K (+$9.6K)
Filed 2026-10-30
Altus Wealth Management, LLC
UNCHANGED
Shares1,542 from 1,542
Change0 (0%)
Value$352.1K (+$43.6K)
Filed 2026-10-13
LWM Advisors Inc
UNCHANGED
Shares1,538 from 1,538
Change0 (0%)
Value$351.3K (+$43.5K)
Filed 2026-10-08
Babb Wealth Advisors LLC
NEW
Shares1,536
Change+1,536
Value$350.7K
Filed 2026-10-30
Cobblestone Asset Management LLC
UNCHANGED
Shares1,534 from 1,534
Change0 (0%)
Value$350.3K (+$43.4K)
Filed 2026-10-13
North Capital, Inc.
DECREASED
Shares1,531 from 2,131
Change-600 (-28%)
Value$349.8K (-$76.5K)
Filed 2026-10-16
Conestoga Capital Advisors, LLC
UNCHANGED
Shares1,530 from 1,530
Change0 (0%)
Value$349.4K (+$43.3K)
Filed 2026-11-02
Uncommon Cents Investing Inc
INCREASED
Shares1,521 from 1,041
Change+480 (+46%)
Value$347.4K (+$139.1K)
Filed 2026-10-20
Cornerstone Wealth Advisors, Inc.
INCREASED
Shares1,518 from 1,456
Change+62 (+4%)
Value$346.7K (+$55.4K)
Filed 2026-10-16
Koesten, Hirschmann & Crabtree, Inc.
NEW
Shares1,517
Change+1,517
Value$346.4K
Filed 2026-10-13
Salus Financial Advisors, LLC
NEW
Shares1,514
Change+1,514
Value$345.8K
Filed 2026-10-20
Adkins Seale Capital Management LLC
UNCHANGED
Shares1,512 from 1,512
Change0 (0%)
Value$345.3K (+$42.8K)
Filed 2026-10-27
Hamel Associates, Inc.
INCREASED
Shares1,507 from 1,341
Change+166 (+12%)
Value$344.8K (+$77.2K)
Filed 2026-11-06
Ironwood Wealth Management, Llc.
NEW
Shares1,505
Change+1,505
Value$343.7K
Filed 2026-10-28
JGP Global Gestao de Recursos Ltda.
NEW
Shares1,504
Change+1,504
Value$343.5K
Filed 2026-10-16
Junk Investment Group, LLC
INCREASED
Shares1,504 from 1,376
Change+128 (+9%)
Value$343.6K (+$68.2K)
Filed 2026-10-19
Bridgelight Financial Advisors, Inc.
INCREASED
Shares1,499 from 1,452
Change+47 (+3%)
Value$342.2K (+$51.7K)
Filed 2026-10-20
Pzena Investment Management LLC
INCREASED
Shares1,495 from 1,445
Change+50 (+3%)
Value$341.4K (+$52.3K)
Filed 2026-10-30
Compass Wealth Management LLC
UNCHANGED
Shares1,494 from 1,494
Change0 (0%)
Value$341.2K (+$42.3K)
Filed 2026-10-22
Midwest Heritage Bank, FSB
INCREASED
Shares1,489 from 1,382
Change+107 (+8%)
Value$340.1K (+$63.5K)
Filed 2026-10-26
Intentional Wealth Strategies, LLC
INCREASED
Shares1,473 from 1,050
Change+423 (+40%)
Value$336.4K (+$126.4K)
Filed 2026-11-09
Koenig Investment Advisory, LLC
INCREASED
Shares1,472 from 1,471
Change+1 (+0%)
Value$336.1K (+$41.8K)
Filed 2026-10-09
Legacy Wealth Management, LLC
INCREASED
Shares1,471 from 1,454
Change+17 (+1%)
Value$335.9K (+$45.0K)
Filed 2026-10-22
SWF LLC
UNCHANGED
Shares1,471 from 1,471
Change0 (0%)
Value$335.9K (+$41.6K)
Filed 2026-11-05
Demming Financial Services Corp
INCREASED
Shares1,466 from 1,312
Change+154 (+12%)
Value$334.9K (+$72.3K)
Filed 2026-11-09
Persium Advisors, LLC
UNCHANGED
Shares1,466 from 1,466
Change0 (0%)
Value$334.8K (+$41.5K)
Filed 2026-10-07
Generations Wealth, LLC
DECREASED
Shares1,464 from 2,062
Change-598 (-29%)
Value$334.3K (-$78.2K)
Filed 2026-11-09
Lifetime Wealth Management P.C.
DECREASED
Shares1,456 from 1,536
Change-80 (-5%)
Value$332.6K (+$25.2K)
Filed 2026-10-29
Trust Co of Kansas
DECREASED
Shares1,444 from 1,484
Change-40 (-3%)
Value$330 (-$296.7K)
Filed 2026-11-06
Insight Inv LLC
UNCHANGED
Shares1,443 from 1,443
Change0 (0%)
Value$329.6K (+$40.8K)
Filed 2026-10-27
Stephenson & Company, Inc.
DECREASED
Shares1,432 from 3,832
Change-2,400 (-63%)
Value$327.0K (-$439.7K)
Filed 2026-10-30
Virginia Estate & Retirement Planning Advisors Inc.
UNCHANGED
Shares1,432 from 1,432
Change0 (0%)
Value$327.0K (+$40.5K)
Filed 2026-10-14
Wealth Advisors Northwest LLC
DECREASED
Shares1,431 from 1,470
Change-39 (-3%)
Value$326.8K (+$32.7K)
Filed 2026-10-29
Breakwater Investment Management
INCREASED
Shares1,424 from 1,246
Change+178 (+14%)
Value$325.2K (+$75.9K)
Filed 2026-10-20
Aufman Associates Inc
NEW
Shares1,423
Change+1,423
Value$325.1K
Filed 2026-11-04
R. W. Roge & Company, Inc.
INCREASED
Shares1,423 from 1,371
Change+52 (+4%)
Value$325 (-$273.7K)
Filed 2026-11-04
Fairway Financial, LLC
UNCHANGED
Shares1,419 from 1,419
Change0 (0%)
Value$324.1K (+$40.2K)
Filed 2026-10-20
Tepp RIA, LLC
UNCHANGED
Shares1,411 from 1,411
Change0 (0%)
Value$322.2K (+$39.9K)
Filed 2026-10-14
Sharper & Granite LLC
UNCHANGED
Shares1,405 from 1,405
Change0 (0%)
Value$245.0K (-$36.1K)
Filed 2026-11-02
Rye Brook Capital LLC
INCREASED
Shares1,400 from 1,000
Change+400 (+40%)
Value$320 (-$199.7K)
Filed 2026-10-07
Hollow Brook Wealth Management LLC
UNCHANGED
Shares1,392 from 1,392
Change0 (0%)
Value$318.3K (+$39.7K)
Filed 2026-10-29
Northwest Wealth Advisors, LLC
DECREASED
Shares1,391 from 1,656
Change-265 (-16%)
Value$317.7K (-$13.7K)
Filed 2026-11-02
Altiora Financial Group, LLC
INCREASED
Shares1,391 from 1,381
Change+10 (+1%)
Value$317.6K (+$41.3K)
Filed 2026-11-04
Clark & Stuart, Inc
UNCHANGED
Shares1,390 from 1,390
Change0 (0%)
Value$317.5K (+$39.4K)
Filed 2026-10-14
OxenFree Capital LLC
DECREASED
Shares1,385 from 1,807
Change-422 (-23%)
Value$331.4K (-$24.5K)
Filed 2026-10-07
CGC Financial Services, LLC
UNCHANGED
Shares1,383 from 1,383
Change0 (0%)
Value$315.9K (+$39.1K)
Filed 2026-10-13
Heffernan Advisory, Inc
NEW
Shares1,381
Change+1,381
Value$315.4K
Filed 2026-10-13
Gimbal Financial
DECREASED
Shares1,378 from 1,637
Change-259 (-16%)
Value$314.7K (-$12.8K)
Filed 2026-10-19
Roan Capital Partners
INCREASED
Shares1,378 from 1,123
Change+255 (+23%)
Value$314.7K (+$90.0K)
Filed 2026-10-09
ADG Wealth Management Group, LLC
INCREASED
Shares1,375 from 1,345
Change+30 (+2%)
Value$314.0K (+$44.9K)
Filed 2026-10-23
Klein Pavlis & Peasley Financial, Inc.
DECREASED
Shares1,368 from 1,528
Change-160 (-10%)
Value$312.4K (+$6.7K)
Filed 2026-10-13
Bucket List Wealth Management, LLC
UNCHANGED
Shares1,367 from 1,367
Change0 (0%)
Value$312.3K (+$38.7K)
Filed 2026-10-22
Reality Financial Planning Services, LLC
NEW
Shares1,358
Change+1,358
Value$310.1K
Filed 2026-11-03
Eiger Wealth Management, LLC
NEW
Shares1,344
Change+1,344
Value$307.0K
Filed 2026-11-03
LifeGuide Financial Advisors, LLC
NEW
Shares1,343
Change+1,343
Value$306.6K
Filed 2026-10-20
Twele Capital Management, Inc.
DECREASED
Shares1,336 from 1,496
Change-160 (-11%)
Value$305.2K (+$5.8K)
Filed 2026-10-13
Sfam, LLC
INCREASED
Shares1,335 from 1,175
Change+160 (+14%)
Value$305.0K (+$69.8K)
Filed 2026-11-03
Absher Wealth Management, LLC
INCREASED
Shares1,328 from 1,293
Change+35 (+3%)
Value$303.3K (+$44.6K)
Filed 2026-11-02
Moller Wealth Partners
UNCHANGED
Shares1,325 from 1,325
Change0 (0%)
Value$302.6K (+$37.5K)
Filed 2026-10-15
RTD Financial Advisors, Inc.
DECREASED
Shares1,323 from 2,394
Change-1,071 (-45%)
Value$302.1K (-$176.9K)
Filed 2026-10-09
Grand Wealth Management, LLC
NEW
Shares1,320
Change+1,320
Value$301.5K
Filed 2026-11-09
Forteris Wealth Management Inc.
UNCHANGED
Shares1,305 from 1,305
Change0 (0%)
Value$298.0K (+$36.9K)
Filed 2026-10-13
Wright Wealth LLC
DECREASED
Shares1,298 from 1,481
Change-183 (-12%)
Value$296.4K (+$100)
Filed 2026-10-29
American Financial & TAX Strategies Inc
UNCHANGED
Shares1,292 from 1,292
Change0 (0%)
Value$295.1K (+$36.6K)
Filed 2026-10-16
Merrithew & Thorsten Inc
INCREASED
Shares1,286 from 801
Change+485 (+61%)
Value$293.7K (+$133.7K)
Filed 2026-11-06
Paller Financial Services Inc
DECREASED
Shares1,286 from 1,425
Change-139 (-10%)
Value$293.7K (+$8.6K)
Filed 2026-10-13
Alpha Omega Wealth Management LLC
INCREASED
Shares1,285 from 1,125
Change+160 (+14%)
Value$293.5K (+$68.4K)
Filed 2026-10-23
Altium Investment Strategies LLC
NEW
Shares1,277
Change+1,277
Value$291.9K
Filed 2026-10-20
Altrius Capital Management Inc
NEW
Shares1,275
Change+1,275
Value$291.2K
Filed 2026-11-05
Catherine Avery Investment Management LLC
INCREASED
Shares1,250 from 1,235
Change+15 (+1%)
Value$285.5K (+$38.4K)
Filed 2026-10-14
Solutions 4 Wealth, Ltd
INCREASED
Shares1,248 from 1,171
Change+77 (+7%)
Value$285.0K (+$50.7K)
Filed 2026-11-03
NIA Impact Advisors, LLC
DECREASED
Shares1,248 from 1,315
Change-67 (-5%)
Value$285.1K (+$21.9K)
Filed 2026-11-04
Inlet Private Wealth, LLC
UNCHANGED
Shares1,248 from 1,248
Change0 (0%)
Value$285.1K (+$35.3K)
Filed 2026-10-21
Southern Capital Services Inc
INCREASED
Shares1,236 from 1,224
Change+12 (+1%)
Value$282.2K (+$37.4K)
Filed 2026-10-19
Compass Financial Services Inc
DECREASED
Shares1,228 from 1,249
Change-21 (-2%)
Value$280.7K (+$30.8K)
Filed 2026-11-06
Decker Retirement Planning Inc.
DECREASED
Shares1,223 from 1,428
Change-205 (-14%)
Value$279.2K (-$6.6K)
Filed 2026-10-19
Hoese & Co LLP
UNCHANGED
Shares1,220 from 1,220
Change0 (0%)
Value$278.6K (+$34.5K)
Filed 2026-10-21
Mills Wealth Advisors LLC
INCREASED
Shares1,218 from 1,060
Change+158 (+15%)
Value$278.1K (+$66.0K)
Filed 2026-10-22
TME Financial, Inc.
INCREASED
Shares1,216 from 1,022
Change+194 (+19%)
Value$277.8K (+$73.2K)
Filed 2026-10-14
Joel Adams & Associates, Inc.
DECREASED
Shares1,211 from 1,590
Change-379 (-24%)
Value$276.6K (-$41.6K)
Filed 2026-11-02
Wingate Wealth Advisors, Inc.
INCREASED
Shares1,210 from 1,041
Change+169 (+16%)
Value$276.3K (+$68.0K)
Filed 2026-10-26
Novus Advisors, LLC
DECREASED
Shares1,206 from 1,214
Change-8 (-1%)
Value$275.4K (+$32.5K)
Filed 2026-11-09
Transce3nd, LLC
INCREASED
Shares1,204 from 235
Change+969 (+412%)
Value$267.3K (+$217.7K)
Filed 2026-10-26
Hyposwiss Advisors SA
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$274.1K (+$33.9K)
Filed 2026-10-26
Ground Swell Capital, LLC
NEW
Shares1,197
Change+1,197
Value$273.4K
Filed 2026-11-09
Founders Capital Management
UNCHANGED
Shares1,195 from 1,195
Change0 (0%)
Value$273.0K (+$33.8K)
Filed 2026-10-13
Ulrich Consultants & Investment Group, LLC
NEW
Shares1,192
Change+1,192
Value$272.3K
Filed 2026-10-13
1620 Investment Advisors, Inc.
DECREASED
Shares1,189 from 1,238
Change-49 (-4%)
Value$271.5K (+$23.6K)
Filed 2026-11-04
Belleair Asset Management, LLC
DECREASED
Shares1,180 from 1,184
Change-4 (0%)
Value$269.6K (+$32.6K)
Filed 2026-11-03
Gainline Financial Partners, LLC
DECREASED
Shares1,168 from 1,211
Change-43 (-4%)
Value$266.7K (+$24.4K)
Filed 2026-10-15
First International Bank of Israel Ltd.
NEW
Shares1,166
Change+1,166
Value$266.3K
Filed 2026-11-04
Israel Discount Bank of New York
INCREASED
Shares1,159 from 1,132
Change+27 (+2%)
Value$264.7K (+$38.2K)
Filed 2026-10-14
Holcombe Financial, Inc.
UNCHANGED
Shares1,158 from 1,158
Change0 (0%)
Value$264.5K (+$32.8K)
Filed 2026-10-16
Harbor Group, Inc.
UNCHANGED
Shares1,142 from 1,142
Change0 (0%)
Value$260.8K (+$32.3K)
Filed 2026-10-14
Sharkey, Howes & Javer
INCREASED
Shares1,137 from 1,131
Change+6 (+1%)
Value$259.7K (+$33.4K)
Filed 2026-10-22
Private Wealth Group, LLC
UNCHANGED
Shares1,131 from 1,131
Change0 (0%)
Value$258.2K (+$32.0K)
Filed 2026-10-19
Mountain Pacific Investment Advisers LLC
NEW
Shares1,130
Change+1,130
Value$258.1K
Filed 2026-10-29
Cetera Trust Company, N.a
UNCHANGED
Shares1,120 from 1,120
Change0 (0%)
Value$255.8K (+$31.7K)
Filed 2026-11-09
First National Bank Sioux Falls
DECREASED
Shares1,116 from 1,809
Change-693 (-38%)
Value$254.9K (-$103.9K)
Filed 2026-10-13
Entrust Financial LLC
DECREASED
Shares1,116 from 1,122
Change-6 (-1%)
Value$254.9K (+$30.4K)
Filed 2026-11-04
Oregon Pacific Wealth Management, LLC
INCREASED
Shares1,109 from 1,048
Change+61 (+6%)
Value$253.3K (+$43.6K)
Filed 2026-10-20
Ardent Capital Management, Inc.
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$251.2K (+$31.1K)
Filed 2026-10-16
Prairiewood Capital, LLC
NEW
Shares1,099
Change+1,099
Value$251.0K
Filed 2026-10-16
Reicon Wealth Advisors, LLC
UNCHANGED
Shares1,097 from 1,097
Change0 (0%)
Value$250.4K (+$31.0K)
Filed 2026-11-04
Bayban
UNCHANGED
Shares1,096 from 1,096
Change0 (0%)
Value$219.3K ($0)
Filed 2026-11-05
Milestones Private Investment Advisors LLC
DECREASED
Shares1,088 from 1,201
Change-113 (-9%)
Value$248.4K (+$8.2K)
Filed 2026-10-19
McMill Wealth Management
INCREASED
Shares1,087 from 1,057
Change+30 (+3%)
Value$248.3K (+$36.8K)
Filed 2026-11-05
Freestate Advisors LLC
UNCHANGED
Shares1,082 from 1,082
Change0 (0%)
Value$247.2K (+$30.6K)
Filed 2026-10-09
L.K. Benson & Company, P.C.
UNCHANGED
Shares1,080 from 1,080
Change0 (0%)
Value$246.7K (+$30.6K)
Filed 2026-10-23
Flagship Private Wealth, LLC
NEW
Shares1,079
Change+1,079
Value$246.4K
Filed 2026-11-05
Leverty Financial Group, LLC
UNCHANGED
Shares1,079 from 1,079
Change0 (0%)
Value$246.4K (+$30.5K)
Filed 2026-10-08
High Point Wealth Management, LLC
INCREASED
Shares1,073 from 553
Change+520 (+94%)
Value$245.0K (+$134.4K)
Filed 2026-11-05
TT Capital Management LLC
NEW
Shares1,071
Change+1,071
Value$244.7K
Filed 2026-10-15
Fiduciary Advisors, Inc.
INCREASED
Shares1,064 from 933
Change+131 (+14%)
Value$243.0K (+$56.3K)
Filed 2026-10-16
Family Office Research LLC
DECREASED
Shares1,060 from 2,070
Change-1,010 (-49%)
Value$242.1K (-$172.1K)
Filed 2026-10-14
Xena Financial Planning, LLC
DECREASED
Shares1,060 from 1,428
Change-368 (-26%)
Value$242.1K (-$43.6K)
Filed 2026-10-13
Arbor Wealth Advisors LLC
UNCHANGED
Shares1,060 from 1,060
Change0 (0%)
Value$242.1K (+$30.0K)
Filed 2026-10-09
Provident Trust Co
UNCHANGED
Shares1,058 from 1,058
Change0 (0%)
Value$241.6K (+$29.9K)
Filed 2026-10-29
Presper Financial Architects, LLC
DECREASED
Shares1,053 from 1,328
Change-275 (-21%)
Value$240.5K (-$25.2K)
Filed 2026-11-09
Beacon Wealthcare LLC
NEW
Shares1,051
Change+1,051
Value$240.1K
Filed 2026-10-02
Portfolio Resources Advisor Group, Inc.
DECREASED
Shares1,045 from 1,087
Change-42 (-4%)
Value$238.9K (+$21.4K)
Filed 2026-10-20
Walker Financial Services, Inc.
NEW
Shares1,044
Change+1,044
Value$238.5K
Filed 2026-10-26
Rochester Wealth Strategies, LLC
INCREASED
Shares1,044 from 1,033
Change+11 (+1%)
Value$238.5K (+$31.7K)
Filed 2026-11-03
Wrenne Financial Planning LLC
INCREASED
Shares1,041 from 1,039
Change+2 (+0%)
Value$237.7K (+$29.9K)
Filed 2026-10-30
Arcadia Investment Advisors LLC
UNCHANGED
Shares1,030 from 1,030
Change0 (0%)
Value$235.2K (+$29.1K)
Filed 2026-10-13
MontVue Capital Management, Inc.
UNCHANGED
Shares1,030 from 1,030
Change0 (0%)
Value$235.2K (+$29.1K)
Filed 2026-10-19
Avory & Company, LLC
NEW
Shares1,021
Change+1,021
Value$233.3K
Filed 2026-10-21
Searle & Co.
DECREASED
Shares1,020 from 1,850
Change-830 (-45%)
Value$232.9K (-$137.2K)
Filed 2026-11-04
Magnolia Wealth Management, LLC
UNCHANGED
Shares1,020 from 1,020
Change0 (0%)
Value$232.9K (+$28.8K)
Filed 2026-10-16
HighRoad Wealth Advisors, LLC
DECREASED
Shares1,007 from 1,057
Change-50 (-5%)
Value$230.1K (+$18.5K)
Filed 2026-10-14
Whitegate Investment Counselors, Inc.
UNCHANGED
Shares1,002 from 1,002
Change0 (0%)
Value$228.8K (+$28.3K)
Filed 2026-11-02
Horizons Wealth Management
NEW
Shares1,000
Change+1,000
Value$228.4K
Filed 2026-10-05
Investment Management Associates Inc
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$228.4K (+$28.3K)
Filed 2026-10-29
Legacy Financial Independent Advisors LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$228.4K (+$28.3K)
Filed 2026-11-02
American National Bank of Texas
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$228.4K (+$28.3K)
Filed 2026-10-07
Diversified Investment Strategies, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$228.4K (+$28.3K)
Filed 2026-10-28
Courage Miller Partners, LLC
NEW
Shares995
Change+995
Value$227.3K
Filed 2026-10-21
Trace Wealth Advisors, LLC
DECREASED
Shares987 from 1,032
Change-45 (-4%)
Value$225.4K (+$18.9K)
Filed 2026-10-30
Lesa Sroufe & Co
DECREASED
Shares984 from 1,484
Change-500 (-34%)
Value$225 (-$296.8K)
Filed 2026-10-29
MJT & Associates Financial Advisory Group, Inc.
DECREASED
Shares982 from 4,345
Change-3,363 (-77%)
Value$224.3K (-$645.0K)
Filed 2026-10-07
Thayer Financial, L.L.C.
NEW
Shares978
Change+978
Value$225.8K
Filed 2026-10-21
HFR Wealth Management, LLC
NEW
Shares978
Change+978
Value$223.5K
Filed 2026-11-09
MidAtlantic Capital Management, Inc.
NEW
Shares975
Change+975
Value$222.7K
Filed 2026-11-05
Northwest Financial Advisors
DECREASED
Shares974 from 1,095
Change-121 (-11%)
Value$222.4K (+$3.3K)
Filed 2026-10-27
Lakewood Asset Management LLC
NEW
Shares973
Change+973
Value$222.2K
Filed 2026-10-26
Confluence Investment Management LLC
DECREASED
Shares967 from 1,013
Change-46 (-5%)
Value$220.8K (+$18.2K)
Filed 2026-10-01
apricus wealth, LLC
NEW
Shares965
Change+965
Value$220.4K
Filed 2026-10-26
Thor Investment Management Inc
NEW
Shares963
Change+963
Value$219.9K
Filed 2026-10-13
Amicus Financial Advisors, LLC
NEW
Shares962
Change+962
Value$219.8K
Filed 2026-11-03
Portland Financial Advisors Inc
NEW
Shares957
Change+957
Value$218.6K
Filed 2026-10-26
Sagace Wealth Management LLC
NEW
Shares956
Change+956
Value$218.3K
Filed 2026-10-28
Saybrook Capital
NEW
Shares950
Change+950
Value$217.0K
Filed 2026-10-27
Envision Financial LLC
NEW
Shares950
Change+950
Value$217.0K
Filed 2026-10-15
J2 Capital Management Inc
DECREASED
Shares949 from 1,067
Change-118 (-11%)
Value$216.8K (+$3.3K)
Filed 2026-10-19
Onyx Financial Advisors, LLC
NEW
Shares938
Change+938
Value$214.2K
Filed 2026-10-21
Founders Capital Management, LLC
NEW
Shares935
Change+935
Value$213.5K
Filed 2026-10-23
Clarity Capital Advisors, LLC
NEW
Shares934
Change+934
Value$213.3K
Filed 2026-10-27
Arrien Investments, Inc.
NEW
Shares931
Change+931
Value$212.6K
Filed 2026-10-30
Guardian Wealth Advisors, LLC
NEW
Shares925
Change+925
Value$201.6K
Filed 2026-10-30
Tandem Investment Advisors, Inc.
DECREASED
Shares923 from 1,255
Change-332 (-26%)
Value$210.8K (-$40.3K)
Filed 2026-11-04
Hopwood Financial Services, Inc.
DECREASED
Shares921 from 1,186
Change-265 (-22%)
Value$210.3K (-$27.0K)
Filed 2026-10-29
Sage Financial Group Inc
NEW
Shares920
Change+920
Value$210.1K
Filed 2026-10-27
Sterling Investment Management, LLC
DECREASED
Shares915 from 1,097
Change-182 (-17%)
Value$209.0K (-$10.5K)
Filed 2026-10-16
Zeit Capital LLC
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$205.5K (+$25.5K)
Filed 2026-10-19
Anchor Capital Advisors LLC
NEW
Shares899
Change+899
Value$205.3K
Filed 2026-11-05
Parrish Capital LLC
NEW
Shares886
Change+886
Value$202.3K
Filed 2026-10-01
Clarity Wealth Development LLC
DECREASED
Shares879 from 1,106
Change-227 (-21%)
Value$200.7K (-$20.6K)
Filed 2026-10-22
Pioneer Family Office, LLC
UNCHANGED
Shares860 from 860
Change0 (0%)
Value$196.4K (+$24.3K)
Filed 2026-10-30
Glynn Capital Management LLC
INCREASED
Shares847 from 764
Change+83 (+11%)
Value$193.4K (+$40.6K)
Filed 2026-10-07
Disciplina Capital Management LLC
UNCHANGED
Shares847 from 847
Change0 (0%)
Value$193.3K (+$24.0K)
Filed 2026-11-06
Monetary Solutions, Ltd
INCREASED
Shares807 from 775
Change+32 (+4%)
Value$184.3K (+$29.2K)
Filed 2026-10-22
LAM Group, Inc.
UNCHANGED
Shares807 from 807
Change0 (0%)
Value$184.3K (+$22.8K)
Filed 2026-10-26
Gladstone Capital Management LLP
UNCHANGED
Shares729 from 729
Change0 (0%)
Value$166.5K (+$20.6K)
Filed 2026-11-06
Luken Investment Analytics, LLC
UNCHANGED
Shares621 from 621
Change0 (0%)
Value$141.8K (+$17.6K)
Filed 2026-11-06
Livelsberger Financial Advisory
NEW
Shares620
Change+620
Value$141.7K
Filed 2026-10-28
Sarver Vrooman Wealth Advisors
INCREASED
Shares555 from 285
Change+270 (+95%)
Value$126.8K (+$70.1K)
Filed 2026-10-01
Halbert Hargrove Global Advisors, LLC
INCREASED
Shares554 from 491
Change+63 (+13%)
Value$126.4K (+$28.2K)
Filed 2026-10-16
Mint Tower Capital Management B.V.
NEW
Shares500
Change+500
Value$114
Filed 2026-11-09
Lummis Asset Management, LP
UNCHANGED
Shares497 from 497
Change0 (0%)
Value$113.5K (+$14.1K)
Filed 2026-11-09
Birchwood Financial Partners, Inc.
INCREASED
Shares493 from 256
Change+237 (+93%)
Value$112.6K (+$61.4K)
Filed 2026-11-02
Kroeger Financial Partners
UNCHANGED
Shares460 from 460
Change0 (0%)
Value$105.1K (+$13.0K)
Filed 2026-10-19
West Financial Advisors, LLC
UNCHANGED
Shares443 from 443
Change0 (0%)
Value$101.2K (+$12.5K)
Filed 2026-10-22
John Boyer, Inc.
NEW
Shares440
Change+440
Value$100.6K
Filed 2026-10-27
PayPay Securities Corp
DECREASED
Shares439 from 494
Change-55 (-11%)
Value$100.3K (+$1.4K)
Filed 2026-10-27
Acima Private Wealth, LLC
UNCHANGED
Shares410 from 410
Change0 (0%)
Value$93.6K (+$11.6K)
Filed 2026-10-05
PMV Capital Advisers, LLC
INCREASED
Shares394 from 393
Change+1 (+0%)
Value$90.0K (+$11.3K)
Filed 2026-11-09
NorthAvenue LLC
DECREASED
Shares393 from 604
Change-211 (-35%)
Value$89.8K (-$31.0K)
Filed 2026-10-29
Granite FO LLC
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$79.9K (+$9.9K)
Filed 2026-10-14
Access Investment Management LLC
INCREASED
Shares340 from 240
Change+100 (+42%)
Value$77.7K (+$29.6K)
Filed 2026-10-23
Bernzott Capital Advisors
NEW
Shares314
Change+314
Value$71.7K
Filed 2026-10-29
Frankly Finances, LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$68.5K (+$8.5K)
Filed 2026-10-28
McCarley & Cook Financial Planners
INCREASED
Shares266 from 249
Change+17 (+7%)
Value$60.7K (+$10.9K)
Filed 2026-10-21
Syntax Research, Inc.
UNCHANGED
Shares260 from 260
Change0 (0%)
Value$59.5K (+$7.4K)
Filed 2026-11-04
Horrell Capital Management, Inc.
DECREASED
Shares248 from 430
Change-182 (-42%)
Value$56.7K (-$29.4K)
Filed 2026-10-08
Phillip James Consulting Co.
UNCHANGED
Shares232 from 232
Change0 (0%)
Value$53.0K (+$6.6K)
Filed 2026-11-03
Inspire Investing, LLC
DECREASED
Shares203 from 303
Change-100 (-33%)
Value$46.4K (-$14.3K)
Filed 2026-10-22
Hara Capital LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$45.7K (+$5.7K)
Filed 2026-10-30
Accordant Advisory Group Inc
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$45.7K (+$5.7K)
Filed 2026-10-29
Your Advocates Ltd., LLP
DECREASED
Shares189 from 303
Change-114 (-38%)
Value$43.2K (-$17.5K)
Filed 2026-11-03
Harbor Asset Planning, Inc.
UNCHANGED
Shares175 from 175
Change0 (0%)
Value$40.0K (+$5.0K)
Filed 2026-10-23
Montgomery Financial Services LLC
INCREASED
Shares171 from 138
Change+33 (+24%)
Value$39.1K (+$11.4K)
Filed 2026-11-03
Newton One Investments LLC
NEW
Shares150
Change+150
Value$34.3K
Filed 2026-10-14
Pflug Koory, LLC
UNCHANGED
Shares146 from 146
Change0 (0%)
Value$33.3K (+$4.1K)
Filed 2026-10-26
Networth Advisors, LLC
UNCHANGED
Shares143 from 143
Change0 (0%)
Value$32.7K (+$4.0K)
Filed 2026-11-03
Bulwark Capital Corp
INCREASED
Shares140 from 40
Change+100 (+250%)
Value$32.0K (+$24.0K)
Filed 2026-10-13
Spurstone Advisory Services, LLC
UNCHANGED
Shares140 from 140
Change0 (0%)
Value$32.3K (+$4.7K)
Filed 2026-11-02
Beutel, Goodman & Co Ltd.
UNCHANGED
Shares132 from 132
Change0 (0%)
Value$30 (+$4)
Filed 2026-11-04
Intelligent Financial Strategies
NEW
Shares113
Change+113
Value$25.8K
Filed 2026-10-16
MH & Associates Securities Management Corp
UNCHANGED
Shares104 from 104
Change0 (0%)
Value$23.8K (+$2.9K)
Filed 2026-10-30
Park Square Financial Group, LLC
DECREASED
Shares102 from 112
Change-10 (-9%)
Value$23.3K (+$885)
Filed 2026-11-09
Advantage Trust Co
UNCHANGED
Shares85 from 85
Change0 (0%)
Value$19.4K (+$2.4K)
Filed 2026-10-19
USA Financial Formulas
NEW
Shares68
Change+68
Value$15.5K
Filed 2026-10-16
3 Factor Indexing, LLC
INCREASED
Shares65 from 63
Change+2 (+3%)
Value$14.8K (+$2.2K)
Filed 2026-10-15
J. R. Prunier Capital Management LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$11.4K (+$1.4K)
Filed 2026-11-09
Daytona Street Capital LLC
NEW
Shares40
Change+40
Value$9.5K
Filed 2026-10-15
Whipplewood Advisors, LLC
DECREASED
Shares27 from 532
Change-505 (-95%)
Value$6.2K (-$100.3K)
Filed 2026-10-20
Dorato Capital Management
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$6.4K (+$716)
Filed 2026-10-08
NFJ Investment Group, LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$5.7K (+$708)
Filed 2026-11-09
Schuylkill Financial LLC
DECREASED
Shares10 from 115
Change-105 (-91%)
Value$2.3K (-$20.7K)
Filed 2026-10-21
4Thought Financial Group Inc.
NEW
Shares1
Change+1
Value$273
Filed 2026-11-02
MilWealth Group LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$229 (+$28)
Filed 2026-11-02
Belvedere Trading LLC
CLOSED
Shares0 from 1,982,242
Change-1,982,242 (-100%)
Value$0 (-$396.6M)
Filed 2026-11-05
Mishpacha Holdings Corp
CLOSED
Shares0 from 392,328
Change-392,328 (-100%)
Value$0 (-$78.5M)
Filed 2026-10-16
Akuna Securities LLC
CLOSED
Shares0 from 197,957
Change-197,957 (-100%)
Value$0 (-$39.6M)
Filed 2026-11-09
Waratah Capital Advisors Ltd.
CLOSED
Shares0 from 103,208
Change-103,208 (-100%)
Value$0 (-$20.7M)
Filed 2026-11-06
SeaTown Holdings Pte. Ltd.
CLOSED
Shares0 from 94,067
Change-94,067 (-100%)
Value$0 (-$18.8M)
Filed 2026-10-07
Privium Fund Management (UK) Ltd
CLOSED
Shares0 from 48,200
Change-48,200 (-100%)
Value$0 (-$9.4M)
Filed 2026-10-30
Spear Advisors LLC
CLOSED
Shares0 from 46,143
Change-46,143 (-100%)
Value$0 (-$9.2M)
Filed 2026-10-27
Capelight Capital Asset Management LP
CLOSED
Shares0 from 46,000
Change-46,000 (-100%)
Value$0 (-$9.2M)
Filed 2026-10-23
Miura Global Management, LLC
CLOSED
Shares0 from 30,000
Change-30,000 (-100%)
Value$0 (-$6.0M)
Filed 2026-10-05
Scarborough Advisors, LLC
CLOSED
Shares0 from 23,682
Change-23,682 (-100%)
Value$0 (-$4.9M)
Filed 2026-10-16
Aubrey Capital Management Ltd
CLOSED
Shares0 from 19,500
Change-19,500 (-100%)
Value$0 (-$3.9M)
Filed 2026-10-19
Donoghue Forlines LLC
CLOSED
Shares0 from 19,231
Change-19,231 (-100%)
Value$0 (-$3.8M)
Filed 2026-11-02
FNY Investment Advisers, LLC
CLOSED
Shares0 from 19,143
Change-19,143 (-100%)
Value$0 (-$3.8K)
Filed 2026-10-16
Brilliance Asset Management LTD
CLOSED
Shares0 from 18,206
Change-18,206 (-100%)
Value$0 (-$4.1M)
Filed 2026-11-10
Carlson Capital, L.P.
CLOSED
Shares0 from 13,198
Change-13,198 (-100%)
Value$0 (-$2.6M)
Filed 2026-11-09
Advent Capital Management
CLOSED
Shares0 from 13,000
Change-13,000 (-100%)
Value$0 (-$2.6M)
Filed 2026-11-09
Phocas Financial Corp.
CLOSED
Shares0 from 12,430
Change-12,430 (-100%)
Value$0 (-$2.5M)
Filed 2026-11-09
Sunesis Advisors, LLC
CLOSED
Shares0 from 12,320
Change-12,320 (-100%)
Value$0 (-$2.5M)
Filed 2026-10-26
Napean Trading & Investment Co (Singapore) PTE Ltd
CLOSED
Shares0 from 8,418
Change-8,418 (-100%)
Value$0 (-$1.7M)
Filed 2026-11-06
Arbor Capital Management Inc
CLOSED
Shares0 from 7,927
Change-7,927 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-21
Blue Jean Financial LLC
CLOSED
Shares0 from 7,793
Change-7,793 (-100%)
Value$0 (-$1.6M)
Filed 2026-10-20
Crystal Rock Capital Management
CLOSED
Shares0 from 7,090
Change-7,090 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-28
Check Capital Management Inc
CLOSED
Shares0 from 6,154
Change-6,154 (-100%)
Value$0 (-$1.2M)
Filed 2026-11-05
DBA Trading, LLC
CLOSED
Shares0 from 6,000
Change-6,000 (-100%)
Value$0 (-$1.0M)
Filed 2026-11-04
Wolverine Asset Management LLC
CLOSED
Shares0 from 5,374
Change-5,374 (-100%)
Value$0 (-$1.1M)
Filed 2026-11-02
Camelot Portfolios, LLC
CLOSED
Shares0 from 4,244
Change-4,244 (-100%)
Value$0 (-$849.2K)
Filed 2026-11-09
All-Stars Investment Ltd
CLOSED
Shares0 from 4,000
Change-4,000 (-100%)
Value$0 (-$800.4K)
Filed 2026-11-03
Ameraudi Asset Management, Inc.
CLOSED
Shares0 from 3,980
Change-3,980 (-100%)
Value$0 (-$796.4K)
Filed 2026-11-05
Provident Wealth Management, LLC
CLOSED
Shares0 from 3,578
Change-3,578 (-100%)
Value$0 (-$715.9K)
Filed 2026-10-20
Axim Planning & Wealth
CLOSED
Shares0 from 3,219
Change-3,219 (-100%)
Value$0 (-$644.1K)
Filed 2026-10-28
Baron Financial Group, LLC
CLOSED
Shares0 from 3,074
Change-3,074 (-100%)
Value$0 (-$615.1K)
Filed 2026-10-09
Core Wealth Management, Inc.
CLOSED
Shares0 from 3,041
Change-3,041 (-100%)
Value$0 (-$608.5K)
Filed 2026-10-22
46 Peaks LLC
CLOSED
Shares0 from 2,935
Change-2,935 (-100%)
Value$0 (-$587.2K)
Filed 2026-11-03
Capital CS Group, LLC
CLOSED
Shares0 from 2,683
Change-2,683 (-100%)
Value$0 (-$536.8K)
Filed 2026-10-29
Berkeley, Inc
CLOSED
Shares0 from 2,178
Change-2,178 (-100%)
Value$0 (-$435.8K)
Filed 2026-10-20
MQS Management LLC
CLOSED
Shares0 from 2,065
Change-2,065 (-100%)
Value$0 (-$413.2K)
Filed 2026-11-06
Skylands Capital, LLC
CLOSED
Shares0 from 2,000
Change-2,000 (-100%)
Value$0 (-$400.2K)
Filed 2026-10-21
Moneywise, Inc.
CLOSED
Shares0 from 1,831
Change-1,831 (-100%)
Value$0 (-$366.3K)
Filed 2026-10-30
Strategic Equity Management
CLOSED
Shares0 from 1,772
Change-1,772 (-100%)
Value$0 (-$354.5K)
Filed 2026-11-04
Fund Evaluation Group, LLC
CLOSED
Shares0 from 1,484
Change-1,484 (-100%)
Value$0 (-$296.9K)
Filed 2026-11-05
AlpenGlobal Capital LLC
CLOSED
Shares0 from 1,360
Change-1,360 (-100%)
Value$0 (-$272.1K)
Filed 2026-11-06
Sentinel Trust Co LBA
CLOSED
Shares0 from 1,322
Change-1,322 (-100%)
Value$0 (-$265)
Filed 2026-11-03
RCS Financial Planning, LLC
CLOSED
Shares0 from 1,293
Change-1,293 (-100%)
Value$0 (-$258.7K)
Filed 2026-10-14
Newport Capital Group, LLC
CLOSED
Shares0 from 1,274
Change-1,274 (-100%)
Value$0 (-$254.9K)
Filed 2026-10-16
Forte Asset Management LLC
CLOSED
Shares0 from 1,232
Change-1,232 (-100%)
Value$0 (-$246.5K)
Filed 2026-10-13
Emory University
CLOSED
Shares0 from 1,209
Change-1,209 (-100%)
Value$0 (-$241.9K)
Filed 2026-11-09
Leading Edge Financial Planning LLC
CLOSED
Shares0 from 1,205
Change-1,205 (-100%)
Value$0 (-$241.1K)
Filed 2026-10-23
Stash Investments, LLC
CLOSED
Shares0 from 1,194
Change-1,194 (-100%)
Value$0 (-$238.9K)
Filed 2026-10-26
Prota Financial, LLC
CLOSED
Shares0 from 1,174
Change-1,174 (-100%)
Value$0 (-$232.0K)
Filed 2026-10-08
Approach Retirement Advisors, LLC
CLOSED
Shares0 from 1,156
Change-1,156 (-100%)
Value$0 (-$231.3K)
Filed 2026-10-22
Lecap Asset Management LTD
CLOSED
Shares0 from 1,133
Change-1,133 (-100%)
Value$0 (-$226.7K)
Filed 2026-10-27
Olympiad Research LP
CLOSED
Shares0 from 1,060
Change-1,060 (-100%)
Value$0 (-$212.1K)
Filed 2026-11-04
Ball & Co Wealth Management Inc.
CLOSED
Shares0 from 1,040
Change-1,040 (-100%)
Value$0 (-$208.0K)
Filed 2026-11-05
Englebert Financial Advisers, LLC
CLOSED
Shares0 from 624
Change-624 (-100%)
Value$0 (-$124.9K)
Filed 2026-10-20
Strategic Wealth Advisors LLC
CLOSED
Shares0 from 617
Change-617 (-100%)
Value$0 (-$115)
Filed 2026-11-06
Sims Investment Management, LLC
CLOSED
Shares0 from 325
Change-325 (-100%)
Value$0 (-$65.0K)
Filed 2026-10-13
Board of the Pension Protection Fund
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$20.0K)
Filed 2026-11-09
Midway Capital Research & Management
CLOSED
Shares0 from 76
Change-76 (-100%)
Value$0 (-$15.2K)
Filed 2026-10-20
Capitol Family Office, Inc.
CLOSED
Shares0 from 70
Change-70 (-100%)
Value$0 (-$14.0K)
Filed 2026-10-13
Evolution Advisers, Inc.
CLOSED
Shares0 from 70
Change-70 (-100%)
Value$0 (-$14.0K)
Filed 2026-11-06
Discovery Value Fund
DECREASED
Shares0 from 198,874
Change-198,874 (-100%)
Value$0 (-$39.8M)
Filed 2026-11-10
Illumine Investment Management, LLC
UNCHANGED
Shares0 from 0
Change0
Value$635.8K (+$79.0K)
Filed 2026-10-22
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$38.5M (+$4.5M)
Filed 2026-10-29
BlackRock, Inc.
N/A
Shares— from 1,941,918,386
Change-1,941,918,386 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 1,540,816,358
Change-1,540,816,358 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,026,051,548
Change-1,026,051,548 (-100%)
Value—
State Street Corp
N/A
Shares— from 1,009,783,437
Change-1,009,783,437 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 517,816,949
Change-517,816,949 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 449,404,578
Change-449,404,578 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 369,829,781
Change-369,829,781 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 356,420,089
Change-356,420,089 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 329,593,488
Change-329,593,488 (-100%)
Value—
Norges Bank
N/A
Shares— from 325,951,734
Change-325,951,734 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 251,042,789
Change-251,042,789 (-100%)
Value—
Capital Research Global Investors
N/A
Shares— from 202,740,420
Change-202,740,420 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 195,366,864
Change-195,366,864 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 194,380,101
Change-194,380,101 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 192,146,665
Change-192,146,665 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 160,214,733
Change-160,214,733 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 158,902,241
Change-158,902,241 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 137,996,403
Change-137,996,403 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 134,450,408
Change-134,450,408 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 122,084,399
Change-122,084,399 (-100%)
Value—
Capital World Investors
N/A
Shares— from 109,129,403
Change-109,129,403 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 96,220,845
Change-96,220,845 (-100%)
Value—
Capital International Investors
N/A
Shares— from 92,952,010
Change-92,952,010 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 91,774,633
Change-91,774,633 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 91,271,697
Change-91,271,697 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 87,111,508
Change-87,111,508 (-100%)
Value—
UBS Group AG
N/A
Shares— from 83,070,573
Change-83,070,573 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 80,761,806
Change-80,761,806 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 77,642,992
Change-77,642,992 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 75,849,721
Change-75,849,721 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 65,110,300
Change-65,110,300 (-100%)
Value—
Jennison Associates LLC
N/A
Shares— from 64,347,295
Change-64,347,295 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 62,506,436
Change-62,506,436 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 62,298,007
Change-62,298,007 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 60,626,286
Change-60,626,286 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 58,859,953
Change-58,859,953 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 52,159,704
Change-52,159,704 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 51,428,520
Change-51,428,520 (-100%)
Value—
National Pension Service
N/A
Shares— from 50,834,621
Change-50,834,621 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 46,340,696
Change-46,340,696 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 46,071,341
Change-46,071,341 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 46,042,711
Change-46,042,711 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 45,333,220
Change-45,333,220 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 41,543,349
Change-41,543,349 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 39,501,911
Change-39,501,911 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 38,799,597
Change-38,799,597 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 37,823,393
Change-37,823,393 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 35,890,048
Change-35,890,048 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 35,021,490
Change-35,021,490 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 34,853,857
Change-34,853,857 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 34,746,375
Change-34,746,375 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 33,236,556
Change-33,236,556 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 32,688,195
Change-32,688,195 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 30,700,549
Change-30,700,549 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 30,582,784
Change-30,582,784 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 30,069,187
Change-30,069,187 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 29,444,273
Change-29,444,273 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 28,576,141
Change-28,576,141 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 25,953,279
Change-25,953,279 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 25,361,797
Change-25,361,797 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 24,862,109
Change-24,862,109 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 23,901,229
Change-23,901,229 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 23,344,941
Change-23,344,941 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 22,568,298
Change-22,568,298 (-100%)
Value—
Aviva PLC
N/A
Shares— from 22,139,372
Change-22,139,372 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 22,108,357
Change-22,108,357 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 21,940,610
Change-21,940,610 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 21,931,975
Change-21,931,975 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 21,546,621
Change-21,546,621 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 21,049,579
Change-21,049,579 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 20,958,131
Change-20,958,131 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 20,852,416
Change-20,852,416 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 20,815,494
Change-20,815,494 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 20,402,797
Change-20,402,797 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 20,042,818
Change-20,042,818 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 19,899,706
Change-19,899,706 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 19,009,807
Change-19,009,807 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 18,795,740
Change-18,795,740 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 17,986,795
Change-17,986,795 (-100%)
Value—
Fred Alger Management, LLC
N/A
Shares— from 17,725,271
Change-17,725,271 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 17,615,546
Change-17,615,546 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 17,104,751
Change-17,104,751 (-100%)
Value—
Primecap Management Co
N/A
Shares— from 17,079,180
Change-17,079,180 (-100%)
Value—
T. Rowe Price Investment Management, Inc.
N/A
Shares— from 16,865,766
Change-16,865,766 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 16,767,240
Change-16,767,240 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 16,520,061
Change-16,520,061 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 16,445,980
Change-16,445,980 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 16,044,554
Change-16,044,554 (-100%)
Value—
Winslow Capital Management, LLC
N/A
Shares— from 15,600,375
Change-15,600,375 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 15,105,851
Change-15,105,851 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 14,647,179
Change-14,647,179 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 14,572,074
Change-14,572,074 (-100%)
Value—
Sands Capital Management, LLC
N/A
Shares— from 14,059,454
Change-14,059,454 (-100%)
Value—
Polar Capital Holdings Plc
N/A
Shares— from 13,828,945
Change-13,828,945 (-100%)
Value—
Storebrand Asset Management AS
N/A
Shares— from 13,758,264
Change-13,758,264 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 13,610,763
Change-13,610,763 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 12,856,624
Change-12,856,624 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 12,793,123
Change-12,793,123 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 12,504,221
Change-12,504,221 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 12,430,225
Change-12,430,225 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 12,427,184
Change-12,427,184 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 12,328,989
Change-12,328,989 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 12,251,959
Change-12,251,959 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 12,157,614
Change-12,157,614 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 11,825,275
Change-11,825,275 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 11,815,467
Change-11,815,467 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 11,805,610
Change-11,805,610 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 11,424,021
Change-11,424,021 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 11,345,300
Change-11,345,300 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 11,297,783
Change-11,297,783 (-100%)
Value—
Tiger Global Management LLC
N/A
Shares— from 11,198,773
Change-11,198,773 (-100%)
Value—
FIL Ltd
N/A
Shares— from 11,138,503
Change-11,138,503 (-100%)
Value—
APG Asset Management N.V.
N/A
Shares— from 10,963,644
Change-10,963,644 (-100%)
Value—
Man Group plc
N/A
Shares— from 10,915,067
Change-10,915,067 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 10,869,435
Change-10,869,435 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 10,803,573
Change-10,803,573 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 10,695,086
Change-10,695,086 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 10,292,967
Change-10,292,967 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 10,039,246
Change-10,039,246 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 9,964,860
Change-9,964,860 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 9,867,279
Change-9,867,279 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 9,482,880
Change-9,482,880 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 9,435,289
Change-9,435,289 (-100%)
Value—
Altimeter Capital Management, LP
N/A
Shares— from 9,413,589
Change-9,413,589 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 9,264,434
Change-9,264,434 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 9,198,621
Change-9,198,621 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 9,182,363
Change-9,182,363 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 9,173,845
Change-9,173,845 (-100%)
Value—
Jacobs Levy Equity Management, Inc
N/A
Shares— from 8,842,786
Change-8,842,786 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 8,797,901
Change-8,797,901 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 8,637,159
Change-8,637,159 (-100%)
Value—
Menora Mivtachim Holdings Ltd.
N/A
Shares— from 8,518,405
Change-8,518,405 (-100%)
Value—
Life Cycle Investment Partners Ltd
N/A
Shares— from 8,474,723
Change-8,474,723 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 8,451,853
Change-8,451,853 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 8,391,486
Change-8,391,486 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 8,199,890
Change-8,199,890 (-100%)
Value—
ING Groep NV
N/A
Shares— from 8,124,577
Change-8,124,577 (-100%)
Value—
Capitolis Liquid Global Markets LLC
N/A
Shares— from 8,099,495
Change-8,099,495 (-100%)
Value—
Westfield Capital Management Co LP
N/A
Shares— from 8,079,926
Change-8,079,926 (-100%)
Value—
Lord, Abbett & Co. LLC
N/A
Shares— from 8,013,268
Change-8,013,268 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 7,685,771
Change-7,685,771 (-100%)
Value—
Tredje Ap-fonden
N/A
Shares— from 7,483,918
Change-7,483,918 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 7,418,187
Change-7,418,187 (-100%)
Value—
AustralianSuper Pty Ltd
N/A
Shares— from 7,321,096
Change-7,321,096 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 7,091,256
Change-7,091,256 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 6,869,767
Change-6,869,767 (-100%)
Value—
Employees Provident Fund Board
N/A
Shares— from 6,848,392
Change-6,848,392 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 6,577,266
Change-6,577,266 (-100%)
Value—
Axiom Investors LLC
N/A
Shares— from 6,544,722
Change-6,544,722 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 6,442,838
Change-6,442,838 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 6,376,605
Change-6,376,605 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 6,284,574
Change-6,284,574 (-100%)
Value—
H&H International Investment, LLC
N/A
Shares— from 6,280,675
Change-6,280,675 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 6,208,455
Change-6,208,455 (-100%)
Value—
Holocene Advisors, LP
N/A
Shares— from 6,083,601
Change-6,083,601 (-100%)
Value—
Coatue Management LLC
N/A
Shares— from 6,055,197
Change-6,055,197 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 5,923,023
Change-5,923,023 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 5,903,568
Change-5,903,568 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 5,893,585
Change-5,893,585 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 5,825,489
Change-5,825,489 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 5,400,499
Change-5,400,499 (-100%)
Value—
Blair William & Co
N/A
Shares— from 5,374,424
Change-5,374,424 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 5,351,808
Change-5,351,808 (-100%)
Value—
Weiss Asset Management LP
N/A
Shares— from 5,263,485
Change-5,263,485 (-100%)
Value—
Vinva Investment Management Ltd
N/A
Shares— from 5,236,319
Change-5,236,319 (-100%)
Value—
Commerce Bank
N/A
Shares— from 5,152,698
Change-5,152,698 (-100%)
Value—
Voyager Global Management LP
N/A
Shares— from 5,100,000
Change-5,100,000 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 5,057,898
Change-5,057,898 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 5,033,805
Change-5,033,805 (-100%)
Value—
Zurich Insurance Group Ltd
N/A
Shares— from 4,824,127
Change-4,824,127 (-100%)
Value—
Carmignac Gestion
N/A
Shares— from 4,795,726
Change-4,795,726 (-100%)
Value—
WCM Investment Management, LLC
N/A
Shares— from 4,767,428
Change-4,767,428 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 4,707,792
Change-4,707,792 (-100%)
Value—
DSM Capital Partners LLC
N/A
Shares— from 4,702,822
Change-4,702,822 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 4,692,290
Change-4,692,290 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 4,680,644
Change-4,680,644 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 4,671,972
Change-4,671,972 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 4,648,585
Change-4,648,585 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 4,601,434
Change-4,601,434 (-100%)
Value—
Edgewood Management LLC
N/A
Shares— from 4,582,508
Change-4,582,508 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 4,528,103
Change-4,528,103 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 4,235,158
Change-4,235,158 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 4,189,694
Change-4,189,694 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 4,128,722
Change-4,128,722 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 4,105,300
Change-4,105,300 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 4,018,967
Change-4,018,967 (-100%)
Value—
Polen Capital Management LLC
N/A
Shares— from 3,978,446
Change-3,978,446 (-100%)
Value—
Boston Partners
N/A
Shares— from 3,977,013
Change-3,977,013 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 3,964,779
Change-3,964,779 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 3,946,522
Change-3,946,522 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 3,927,100
Change-3,927,100 (-100%)
Value—
Varma Mutual Pension Insurance Co
N/A
Shares— from 3,920,566
Change-3,920,566 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 3,866,195
Change-3,866,195 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 3,849,032
Change-3,849,032 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 3,838,871
Change-3,838,871 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 3,826,639
Change-3,826,639 (-100%)
Value—
Impax Asset Management Group plc
N/A
Shares— from 3,722,756
Change-3,722,756 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 3,613,820
Change-3,613,820 (-100%)
Value—
Mediolanum International Funds Ltd
N/A
Shares— from 3,591,853
Change-3,591,853 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 3,541,864
Change-3,541,864 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 3,507,777
Change-3,507,777 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 3,483,179
Change-3,483,179 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 3,460,942
Change-3,460,942 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 3,446,949
Change-3,446,949 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 3,388,022
Change-3,388,022 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 3,297,414
Change-3,297,414 (-100%)
Value—
Employees Retirement System of Texas
N/A
Shares— from 3,271,822
Change-3,271,822 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 3,237,337
Change-3,237,337 (-100%)
Value—
ABN Amro Bank N.V.
N/A
Shares— from 3,181,157
Change-3,181,157 (-100%)
Value—
Ilmarinen Mutual Pension Insurance Co
N/A
Shares— from 3,171,944
Change-3,171,944 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 3,070,726
Change-3,070,726 (-100%)
Value—
Maverick Capital LTD
N/A
Shares— from 3,056,784
Change-3,056,784 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 3,047,639
Change-3,047,639 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 3,016,930
Change-3,016,930 (-100%)
Value—
&partners
N/A
Shares— from 2,989,211
Change-2,989,211 (-100%)
Value—
Andra Ap-fonden
N/A
Shares— from 2,972,998
Change-2,972,998 (-100%)
Value—
Bamco Inc
N/A
Shares— from 2,965,306
Change-2,965,306 (-100%)
Value—
GQG Partners LLC
N/A
Shares— from 2,949,752
Change-2,949,752 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 2,901,046
Change-2,901,046 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 2,869,099
Change-2,869,099 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 2,836,315
Change-2,836,315 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 2,832,261
Change-2,832,261 (-100%)
Value—
Elo Mutual Pension Insurance Co
N/A
Shares— from 2,829,665
Change-2,829,665 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 2,800,026
Change-2,800,026 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 2,764,886
Change-2,764,886 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 2,757,409
Change-2,757,409 (-100%)
Value—
Windacre Partnership LLC
N/A
Shares— from 2,687,700
Change-2,687,700 (-100%)
Value—
RK Capital Management, LLC
N/A
Shares— from 2,668,200
Change-2,668,200 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 2,667,772
Change-2,667,772 (-100%)
Value—
Groupe la Francaise
N/A
Shares— from 2,618,791
Change-2,618,791 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 2,595,858
Change-2,595,858 (-100%)
Value—
Groupama Asset Managment
N/A
Shares— from 2,587,946
Change-2,587,946 (-100%)
Value—
Prudential PLC
N/A
Shares— from 2,584,433
Change-2,584,433 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 2,578,864
Change-2,578,864 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 2,536,240
Change-2,536,240 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 2,531,922
Change-2,531,922 (-100%)
Value—
Epoch Investment Partners, Inc.
N/A
Shares— from 2,521,119
Change-2,521,119 (-100%)
Value—
SRS Investment Management, LLC
N/A
Shares— from 2,500,000
Change-2,500,000 (-100%)
Value—
LGT Group Foundation
N/A
Shares— from 2,487,067
Change-2,487,067 (-100%)
Value—
Capital Wealth Planning, LLC
N/A
Shares— from 2,475,326
Change-2,475,326 (-100%)
Value—
Blue Sparrow, LLC
N/A
Shares— from 2,467,000
Change-2,467,000 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 2,457,521
Change-2,457,521 (-100%)
Value—
Orbis Allan Gray Ltd
N/A
Shares— from 2,450,522
Change-2,450,522 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 2,433,697
Change-2,433,697 (-100%)
Value—
Torno Capital, LLC
N/A
Shares— from 2,425,000
Change-2,425,000 (-100%)
Value—
Gilder Gagnon Howe & Co LLC
N/A
Shares— from 2,402,442
Change-2,402,442 (-100%)
Value—
Scge Management, L.P.
N/A
Shares— from 2,374,600
Change-2,374,600 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 2,358,375
Change-2,358,375 (-100%)
Value—
Railway Pension Investments Ltd
N/A
Shares— from 2,356,300
Change-2,356,300 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 2,351,477
Change-2,351,477 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 2,337,579
Change-2,337,579 (-100%)
Value—
Atalanta Sosnoff Capital, LLC
N/A
Shares— from 2,326,164
Change-2,326,164 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 2,319,975
Change-2,319,975 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 2,267,444
Change-2,267,444 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 2,263,172
Change-2,263,172 (-100%)
Value—
Artisan Partners Limited Partnership
N/A
Shares— from 2,256,045
Change-2,256,045 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 2,252,700
Change-2,252,700 (-100%)
Value—
Unisphere Establishment
N/A
Shares— from 2,209,800
Change-2,209,800 (-100%)
Value—
Saturna Capital Corp
N/A
Shares— from 2,199,411
Change-2,199,411 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 2,192,820
Change-2,192,820 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 2,167,442
Change-2,167,442 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 2,151,462
Change-2,151,462 (-100%)
Value—
Skandinaviska Enskilda Banken AB (publ)
N/A
Shares— from 2,128,849
Change-2,128,849 (-100%)
Value—
Golden Unicorn (BVI) Ltd
N/A
Shares— from 2,118,600
Change-2,118,600 (-100%)
Value—
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
N/A
Shares— from 2,091,934
Change-2,091,934 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 2,079,076
Change-2,079,076 (-100%)
Value—
Milford Funds LTD
N/A
Shares— from 2,008,089
Change-2,008,089 (-100%)
Value—
Ossiam
N/A
Shares— from 1,972,561
Change-1,972,561 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 1,958,867
Change-1,958,867 (-100%)
Value—
Altshuler Shaham Ltd
N/A
Shares— from 1,954,178
Change-1,954,178 (-100%)
Value—
Capital International, Inc.
N/A
Shares— from 1,852,918
Change-1,852,918 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 1,839,646
Change-1,839,646 (-100%)
Value—
Caption Management, LLC
N/A
Shares— from 1,838,800
Change-1,838,800 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 1,832,081
Change-1,832,081 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 1,818,990
Change-1,818,990 (-100%)
Value—
Cantor Fitzgerald, L. P.
N/A
Shares— from 1,810,531
Change-1,810,531 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 1,740,693
Change-1,740,693 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 1,717,562
Change-1,717,562 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 1,714,332
Change-1,714,332 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1,690,004
Change-1,690,004 (-100%)
Value—
Vaughan Nelson Investment Management, L.P.
N/A
Shares— from 1,681,773
Change-1,681,773 (-100%)
Value—
Cable Car Capital, LPA
N/A
Shares— from 1,658,500
Change-1,658,500 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 1,657,992
Change-1,657,992 (-100%)
Value—
Capital International Sarl
N/A
Shares— from 1,642,816
Change-1,642,816 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 1,641,450
Change-1,641,450 (-100%)
Value—
Blue Whale Capital LLP
N/A
Shares— from 1,624,430
Change-1,624,430 (-100%)
Value—
Saudi Central Bank
N/A
Shares— from 1,615,955
Change-1,615,955 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 1,595,829
Change-1,595,829 (-100%)
Value—
Clal Insurance Enterprises Holdings Ltd
N/A
Shares— from 1,575,211
Change-1,575,211 (-100%)
Value—
Harvest Portfolios Group Inc.
N/A
Shares— from 1,556,987
Change-1,556,987 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 1,537,950
Change-1,537,950 (-100%)
Value—
Appaloosa LP
N/A
Shares— from 1,525,000
Change-1,525,000 (-100%)
Value—
Jericho Capital Asset Management L.P.
N/A
Shares— from 1,519,012
Change-1,519,012 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 1,496,204
Change-1,496,204 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,492,942
Change-1,492,942 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 1,492,098
Change-1,492,098 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 1,483,374
Change-1,483,374 (-100%)
Value—
Munro Partners
N/A
Shares— from 1,483,301
Change-1,483,301 (-100%)
Value—
Palidye Holdings (Caymans) Ltd
N/A
Shares— from 1,478,721
Change-1,478,721 (-100%)
Value—
Kentucky Retirement Systems
N/A
Shares— from 1,477,541
Change-1,477,541 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 1,449,030
Change-1,449,030 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 1,443,734
Change-1,443,734 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 1,426,707
Change-1,426,707 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 1,425,507
Change-1,425,507 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 1,421,708
Change-1,421,708 (-100%)
Value—
Select Equity Group, L.P.
N/A
Shares— from 1,396,937
Change-1,396,937 (-100%)
Value—
ARK Investment Management LLC
N/A
Shares— from 1,381,247
Change-1,381,247 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 1,376,535
Change-1,376,535 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 1,357,884
Change-1,357,884 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 1,350,368
Change-1,350,368 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 1,344,635
Change-1,344,635 (-100%)
Value—
EFG International AG
N/A
Shares— from 1,342,712
Change-1,342,712 (-100%)
Value—
South Dakota Investment Council
N/A
Shares— from 1,338,670
Change-1,338,670 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 1,332,152
Change-1,332,152 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 1,327,685
Change-1,327,685 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 1,324,843
Change-1,324,843 (-100%)
Value—
DJE Kapital AG
N/A
Shares— from 1,317,566
Change-1,317,566 (-100%)
Value—
Castleark Management LLC
N/A
Shares— from 1,299,605
Change-1,299,605 (-100%)
Value—
Stockbridge Partners LLC
N/A
Shares— from 1,295,226
Change-1,295,226 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 1,293,079
Change-1,293,079 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 1,291,319
Change-1,291,319 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 1,278,315
Change-1,278,315 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 1,275,873
Change-1,275,873 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 1,271,599
Change-1,271,599 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 1,269,050
Change-1,269,050 (-100%)
Value—
Atreides Management, LP
N/A
Shares— from 1,249,291
Change-1,249,291 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 1,242,293
Change-1,242,293 (-100%)
Value—
Bristol John W & Co Inc
N/A
Shares— from 1,218,582
Change-1,218,582 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 1,216,044
Change-1,216,044 (-100%)
Value—
Marsico Capital Management LLC
N/A
Shares— from 1,208,149
Change-1,208,149 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 1,208,102
Change-1,208,102 (-100%)
Value—
Alyeska Investment Group, L.P.
N/A
Shares— from 1,197,901
Change-1,197,901 (-100%)
Value—
Jensen Investment Management Inc
N/A
Shares— from 1,197,487
Change-1,197,487 (-100%)
Value—
Crake Asset Management LLP
N/A
Shares— from 1,174,442
Change-1,174,442 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 1,173,459
Change-1,173,459 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 1,161,568
Change-1,161,568 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 1,157,378
Change-1,157,378 (-100%)
Value—
Aristotle Atlantic Partners, LLC
N/A
Shares— from 1,137,598
Change-1,137,598 (-100%)
Value—
Lombard Odier Asset Management (Switzerland) SA
N/A
Shares— from 1,136,422
Change-1,136,422 (-100%)
Value—
Harding Loevner LP
N/A
Shares— from 1,125,966
Change-1,125,966 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 1,120,469
Change-1,120,469 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 1,117,091
Change-1,117,091 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 1,116,483
Change-1,116,483 (-100%)
Value—
Agave Capital Management Ltd
N/A
Shares— from 1,109,076
Change-1,109,076 (-100%)
Value—
Allstate Corp
N/A
Shares— from 1,104,410
Change-1,104,410 (-100%)
Value—
Pggm Investments
N/A
Shares— from 1,092,096
Change-1,092,096 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 1,085,141
Change-1,085,141 (-100%)
Value—
Soros Fund Management LLC
N/A
Shares— from 1,064,635
Change-1,064,635 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 1,064,152
Change-1,064,152 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 1,062,075
Change-1,062,075 (-100%)
Value—
VAN Lanschot Kempen Investment Management N.V.
N/A
Shares— from 1,044,555
Change-1,044,555 (-100%)
Value—
Amova Asset Management Americas, Inc.
N/A
Shares— from 1,035,962
Change-1,035,962 (-100%)
Value—
Capital Impact Advisors, LLC
N/A
Shares— from 1,029,215
Change-1,029,215 (-100%)
Value—
Caxton Associates LLP
N/A
Shares— from 1,020,842
Change-1,020,842 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 1,020,296
Change-1,020,296 (-100%)
Value—
Foxhaven Asset Management, LP
N/A
Shares— from 1,011,481
Change-1,011,481 (-100%)
Value—
Dock Street Asset Management Inc
N/A
Shares— from 1,009,549
Change-1,009,549 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 1,004,009
Change-1,004,009 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 997,308
Change-997,308 (-100%)
Value—
LGT Capital Partners Ltd.
N/A
Shares— from 987,108
Change-987,108 (-100%)
Value—
Marathon Trading Investment Management LLC
N/A
Shares— from 983,993
Change-983,993 (-100%)
Value—
NS Partners Ltd
N/A
Shares— from 977,258
Change-977,258 (-100%)
Value—
Harvest Fund Management Co., Ltd
N/A
Shares— from 969,036
Change-969,036 (-100%)
Value—
Rokos Capital Management LLP
N/A
Shares— from 949,132
Change-949,132 (-100%)
Value—
Allianz SE
N/A
Shares— from 939,327
Change-939,327 (-100%)
Value—
BNP Paribas
N/A
Shares— from 911,077
Change-911,077 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 905,679
Change-905,679 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 905,564
Change-905,564 (-100%)
Value—
Mirova
N/A
Shares— from 905,162
Change-905,162 (-100%)
Value—
Northwest & Ethical Investments L.P.
N/A
Shares— from 903,030
Change-903,030 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 902,890
Change-902,890 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 900,603
Change-900,603 (-100%)
Value—
Intermede Investment Partners Ltd
N/A
Shares— from 897,613
Change-897,613 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 895,334
Change-895,334 (-100%)
Value—
Systematic Alpha Investments, LLC
N/A
Shares— from 895,219
Change-895,219 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 891,231
Change-891,231 (-100%)
Value—
MayTech Global Investments, LLC
N/A
Shares— from 878,980
Change-878,980 (-100%)
Value—
Kinetic Partners Management, LP
N/A
Shares— from 855,724
Change-855,724 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 855,240
Change-855,240 (-100%)
Value—
Nearwater Capital Markets, Ltd
N/A
Shares— from 854,000
Change-854,000 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 851,189
Change-851,189 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 849,108
Change-849,108 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 844,790
Change-844,790 (-100%)
Value—
Empirical Finance, LLC
N/A
Shares— from 844,676
Change-844,676 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 825,605
Change-825,605 (-100%)
Value—
Stephens Inc
N/A
Shares— from 824,241
Change-824,241 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 819,830
Change-819,830 (-100%)
Value—
NZS Capital, LLC
N/A
Shares— from 811,031
Change-811,031 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 802,406
Change-802,406 (-100%)
Value—
Value Aligned Research Advisors, LLC
N/A
Shares— from 800,769
Change-800,769 (-100%)
Value—
Osmosis Investment Management UK Ltd
N/A
Shares— from 798,236
Change-798,236 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 792,402
Change-792,402 (-100%)
Value—
Harvard Management Co Inc
N/A
Shares— from 787,721
Change-787,721 (-100%)
Value—
Trybe Capital Management LP
N/A
Shares— from 780,680
Change-780,680 (-100%)
Value—
Maplelane Capital, LLC
N/A
Shares— from 777,000
Change-777,000 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 776,551
Change-776,551 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 774,243
Change-774,243 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 772,195
Change-772,195 (-100%)
Value—
Capital International LTD
N/A
Shares— from 770,068
Change-770,068 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 763,018
Change-763,018 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 755,575
Change-755,575 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 751,667
Change-751,667 (-100%)
Value—
Mufg Securities Americas Inc.
N/A
Shares— from 729,489
Change-729,489 (-100%)
Value—
LGT Fund Management Co Ltd.
N/A
Shares— from 727,456
Change-727,456 (-100%)
Value—
GHE, LLC
N/A
Shares— from 727,326
Change-727,326 (-100%)
Value—
Montanova Capital, LLC
N/A
Shares— from 720,609
Change-720,609 (-100%)
Value—
Patient Capital Management, LLC
N/A
Shares— from 709,587
Change-709,587 (-100%)
Value—
Susquehanna Advisors Group, Inc.
N/A
Shares— from 697,600
Change-697,600 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 697,152
Change-697,152 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 693,359
Change-693,359 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 692,561
Change-692,561 (-100%)
Value—
Defiance ETFs, LLC
N/A
Shares— from 692,495
Change-692,495 (-100%)
Value—
Westpac Banking Corp
N/A
Shares— from 684,897
Change-684,897 (-100%)
Value—
CapitalatWork S.A.
N/A
Shares— from 682,716
Change-682,716 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 678,626
Change-678,626 (-100%)
Value—
Analog Century Management LP
N/A
Shares— from 677,694
Change-677,694 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 673,333
Change-673,333 (-100%)
Value—
Bowie Capital Management, LLC
N/A
Shares— from 660,923
Change-660,923 (-100%)
Value—
Commerzbank Aktiengesellschaft
N/A
Shares— from 660,044
Change-660,044 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 657,548
Change-657,548 (-100%)
Value—
Liontrust Investment Partners LLP
N/A
Shares— from 655,849
Change-655,849 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 653,932
Change-653,932 (-100%)
Value—
Nan Shan Life Insurance Co., Ltd.
N/A
Shares— from 652,559
Change-652,559 (-100%)
Value—
Himension Capital (Singapore) Pte. Ltd.
N/A
Shares— from 652,484
Change-652,484 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 649,775
Change-649,775 (-100%)
Value—
Siemens Fonds Invest GmbH
N/A
Shares— from 649,651
Change-649,651 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 649,146
Change-649,146 (-100%)
Value—
Ostrum Asset Management
N/A
Shares— from 648,296
Change-648,296 (-100%)
Value—
Insight Holdings Group, LLC
N/A
Shares— from 643,340
Change-643,340 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 641,006
Change-641,006 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 631,375
Change-631,375 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 631,150
Change-631,150 (-100%)
Value—
Main Street Research LLC
N/A
Shares— from 630,053
Change-630,053 (-100%)
Value—
L1 Capital International Pty Ltd
N/A
Shares— from 626,510
Change-626,510 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 623,601
Change-623,601 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 622,746
Change-622,746 (-100%)
Value—
Sienna Gestion
N/A
Shares— from 622,392
Change-622,392 (-100%)
Value—
Contrarius Group Holdings Ltd
N/A
Shares— from 622,243
Change-622,243 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 617,650
Change-617,650 (-100%)
Value—
Kentucky Retirement Systems Insurance Trust Fund
N/A
Shares— from 613,157
Change-613,157 (-100%)
Value—
J. Stern & Co. LLP
N/A
Shares— from 609,827
Change-609,827 (-100%)
Value—
Sculptor Capital LP
N/A
Shares— from 607,000
Change-607,000 (-100%)
Value—
Navellier & Associates Inc
N/A
Shares— from 606,399
Change-606,399 (-100%)
Value—
Styrax Capital, LP
N/A
Shares— from 600,000
Change-600,000 (-100%)
Value—
Telemark Asset Management, LLC
N/A
Shares— from 600,000
Change-600,000 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 599,800
Change-599,800 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 594,748
Change-594,748 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 584,086
Change-584,086 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 583,462
Change-583,462 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 583,422
Change-583,422 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 583,142
Change-583,142 (-100%)
Value—
BLI - Banque de Luxembourg Investments
N/A
Shares— from 573,300
Change-573,300 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 572,705
Change-572,705 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 566,479
Change-566,479 (-100%)
Value—
Avantyr Capital Partners, LP
N/A
Shares— from 553,437
Change-553,437 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 552,268
Change-552,268 (-100%)
Value—
XN LP
N/A
Shares— from 550,888
Change-550,888 (-100%)
Value—
Mark Asset Management LP
N/A
Shares— from 546,541
Change-546,541 (-100%)
Value—
Wahed Invest LLC
N/A
Shares— from 544,388
Change-544,388 (-100%)
Value—
Soma Equity Partners LP
N/A
Shares— from 530,546
Change-530,546 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 518,796
Change-518,796 (-100%)
Value—
Avala Global LP
N/A
Shares— from 517,500
Change-517,500 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 512,188
Change-512,188 (-100%)
Value—
Caisse DES Depots ET Consignations
N/A
Shares— from 507,842
Change-507,842 (-100%)
Value—
Moore Capital Management, LP
N/A
Shares— from 506,088
Change-506,088 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 505,140
Change-505,140 (-100%)
Value—
Stony Point Capital LLC
N/A
Shares— from 503,550
Change-503,550 (-100%)
Value—
Ivory Union Consulting Ltd
N/A
Shares— from 503,300
Change-503,300 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 502,653
Change-502,653 (-100%)
Value—
Wesleyan Assurance Society
N/A
Shares— from 499,590
Change-499,590 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 493,718
Change-493,718 (-100%)
Value—
Fullerton Fund Management Co Ltd.
N/A
Shares— from 492,814
Change-492,814 (-100%)
Value—
Hardman Johnston Global Advisors LLC
N/A
Shares— from 490,765
Change-490,765 (-100%)
Value—
Hound Partners, LLC
N/A
Shares— from 485,926
Change-485,926 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 484,553
Change-484,553 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 484,103
Change-484,103 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 481,229
Change-481,229 (-100%)
Value—
Itau Unibanco Holding S.A.
N/A
Shares— from 478,308
Change-478,308 (-100%)
Value—
Knollwood Investment Advisory, LLC
N/A
Shares— from 476,023
Change-476,023 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 475,444
Change-475,444 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 474,270
Change-474,270 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 469,347
Change-469,347 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 467,785
Change-467,785 (-100%)
Value—
Steadfast Capital Management LP
N/A
Shares— from 466,633
Change-466,633 (-100%)
Value—
Lombard Odier Asset Management (Europe) Ltd
N/A
Shares— from 465,030
Change-465,030 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 464,261
Change-464,261 (-100%)
Value—
PBCay One RSC Ltd
N/A
Shares— from 459,113
Change-459,113 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 458,766
Change-458,766 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 457,998
Change-457,998 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 457,229
Change-457,229 (-100%)
Value—
Seven Grand Managers, LLC
N/A
Shares— from 456,000
Change-456,000 (-100%)
Value—
Intesa Sanpaolo S.p.A.
N/A
Shares— from 453,835
Change-453,835 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 450,413
Change-450,413 (-100%)
Value—
Summit Partners Public Asset Management, LLC
N/A
Shares— from 449,977
Change-449,977 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 449,012
Change-449,012 (-100%)
Value—
Teewinot Capital Advisers, L.L.C.
N/A
Shares— from 448,949
Change-448,949 (-100%)
Value—
Wilkinson Global Asset Management LLC
N/A
Shares— from 448,949
Change-448,949 (-100%)
Value—
Trivest Advisors Ltd
N/A
Shares— from 444,160
Change-444,160 (-100%)
Value—
Buffalo Business & Estate Services LTD
N/A
Shares— from 444,013
Change-444,013 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 442,231
Change-442,231 (-100%)
Value—
Alkeon Capital Management LLC
N/A
Shares— from 439,459
Change-439,459 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 437,800
Change-437,800 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 430,000
Change-430,000 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 429,239
Change-429,239 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 423,499
Change-423,499 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 423,416
Change-423,416 (-100%)
Value—
Hamilton Capital Partners Inc.
N/A
Shares— from 422,223
Change-422,223 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 419,165
Change-419,165 (-100%)
Value—
Iron Gate Global Advisors LLC
N/A
Shares— from 415,391
Change-415,391 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 411,680
Change-411,680 (-100%)
Value—
Dnca Finance
N/A
Shares— from 405,123
Change-405,123 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 403,366
Change-403,366 (-100%)
Value—
Harvey Capital Management Inc
N/A
Shares— from 401,906
Change-401,906 (-100%)
Value—
Ma Investment Partnership, LP
N/A
Shares— from 400,000
Change-400,000 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 400,000
Change-400,000 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 395,533
Change-395,533 (-100%)
Value—
Palestra Capital Management LLC
N/A
Shares— from 390,320
Change-390,320 (-100%)
Value—
Triodos Investment Management BV
N/A
Shares— from 384,570
Change-384,570 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 383,269
Change-383,269 (-100%)
Value—
Hemenway Trust Co LLC
N/A
Shares— from 380,243
Change-380,243 (-100%)
Value—
Rovida Investment Management Ltd
N/A
Shares— from 378,898
Change-378,898 (-100%)
Value—
Whale Rock Capital Management LLC
N/A
Shares— from 377,204
Change-377,204 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 369,781
Change-369,781 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 366,777
Change-366,777 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 363,229
Change-363,229 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 362,345
Change-362,345 (-100%)
Value—
SIH Partners, Lllp
N/A
Shares— from 358,172
Change-358,172 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 357,676
Change-357,676 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 356,579
Change-356,579 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 356,324
Change-356,324 (-100%)
Value—
First Long Island Investors, LLC
N/A
Shares— from 354,890
Change-354,890 (-100%)
Value—
Cumberland Partners Ltd
N/A
Shares— from 353,693
Change-353,693 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 351,526
Change-351,526 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 347,468
Change-347,468 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 345,184
Change-345,184 (-100%)
Value—
Proem Advisors LLC
N/A
Shares— from 345,000
Change-345,000 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 341,343
Change-341,343 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 341,321
Change-341,321 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 340,709
Change-340,709 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 340,034
Change-340,034 (-100%)
Value—
Polar Asset Management Partners Inc.
N/A
Shares— from 339,889
Change-339,889 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 338,141
Change-338,141 (-100%)
Value—
Amica Mutual Insurance Co
N/A
Shares— from 337,170
Change-337,170 (-100%)
Value—
Senator Investment Group LP
N/A
Shares— from 336,579
Change-336,579 (-100%)
Value—
South Street Advisors LLC
N/A
Shares— from 333,770
Change-333,770 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 332,655
Change-332,655 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 329,277
Change-329,277 (-100%)
Value—
Rdst Capital LLC
N/A
Shares— from 328,839
Change-328,839 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 327,094
Change-327,094 (-100%)
Value—
Simmons Bank
N/A
Shares— from 325,980
Change-325,980 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 325,443
Change-325,443 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 323,844
Change-323,844 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 323,551
Change-323,551 (-100%)
Value—
Howard Hughes Medical Institute
N/A
Shares— from 322,105
Change-322,105 (-100%)
Value—
Polymer Capital Management (HK) LTD
N/A
Shares— from 321,441
Change-321,441 (-100%)
Value—
Parker Investment Management, LLC
N/A
Shares— from 320,461
Change-320,461 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 319,524
Change-319,524 (-100%)
Value—
Longbow Finance SA
N/A
Shares— from 318,230
Change-318,230 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 314,429
Change-314,429 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 313,291
Change-313,291 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 313,129
Change-313,129 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 305,934
Change-305,934 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 305,846
Change-305,846 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 303,822
Change-303,822 (-100%)
Value—
Stillwater Capital Advisors, LLC
N/A
Shares— from 302,869
Change-302,869 (-100%)
Value—
OAK Associates LTD
N/A
Shares— from 302,749
Change-302,749 (-100%)
Value—
KCM Capital Inc
N/A
Shares— from 300,000
Change-300,000 (-100%)
Value—
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
N/A
Shares— from 298,303
Change-298,303 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 296,826
Change-296,826 (-100%)
Value—
Adapt Investment Managers SA
N/A
Shares— from 295,573
Change-295,573 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 294,630
Change-294,630 (-100%)
Value—
Forest Avenue Capital Management LP
N/A
Shares— from 294,300
Change-294,300 (-100%)
Value—
Twin Capital Management Inc
N/A
Shares— from 288,742
Change-288,742 (-100%)
Value—
Scopus Asset Management, L.P.
N/A
Shares— from 285,000
Change-285,000 (-100%)
Value—
Palisade Capital Management, LP
N/A
Shares— from 282,019
Change-282,019 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 281,257
Change-281,257 (-100%)
Value—
Hillsdale Investment Management Inc.
N/A
Shares— from 280,626
Change-280,626 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 278,401
Change-278,401 (-100%)
Value—
Eventide Asset Management, LLC
N/A
Shares— from 273,735
Change-273,735 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 272,239
Change-272,239 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 269,924
Change-269,924 (-100%)
Value—
Alden Global Capital LLC
N/A
Shares— from 268,586
Change-268,586 (-100%)
Value—
German American Bancorp, Inc.
N/A
Shares— from 268,074
Change-268,074 (-100%)
Value—
Invictus Private Wealth, LLC
N/A
Shares— from 266,046
Change-266,046 (-100%)
Value—
DigitalBridge Group, Inc.
N/A
Shares— from 265,525
Change-265,525 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 264,377
Change-264,377 (-100%)
Value—
Trajan Wealth LLC
N/A
Shares— from 263,756
Change-263,756 (-100%)
Value—
CastleKnight Management LP
N/A
Shares— from 262,300
Change-262,300 (-100%)
Value—
Wedbush Fund Advisers, LLC
N/A
Shares— from 261,432
Change-261,432 (-100%)
Value—
Horiko Capital Management LLC
N/A
Shares— from 261,210
Change-261,210 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 260,075
Change-260,075 (-100%)
Value—
Robinhood Asset Management, LLC
N/A
Shares— from 259,270
Change-259,270 (-100%)
Value—
BIT Capital GmbH
N/A
Shares— from 258,566
Change-258,566 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 258,422
Change-258,422 (-100%)
Value—
Panview Capital Ltd
N/A
Shares— from 257,697
Change-257,697 (-100%)
Value—
Avalon Global Asset Management LLC
N/A
Shares— from 256,800
Change-256,800 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 256,163
Change-256,163 (-100%)
Value—
AFT, Forsyth & Company, Inc.
N/A
Shares— from 255,641
Change-255,641 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 252,773
Change-252,773 (-100%)
Value—
Quest Investment Management LLC
N/A
Shares— from 249,225
Change-249,225 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 247,223
Change-247,223 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 247,081
Change-247,081 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 246,335
Change-246,335 (-100%)
Value—
Kadensa Capital Ltd
N/A
Shares— from 246,094
Change-246,094 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 246,013
Change-246,013 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 241,143
Change-241,143 (-100%)
Value—
Kingdon Capital Management, L.L.C.
N/A
Shares— from 240,000
Change-240,000 (-100%)
Value—
Biondo Investment Advisors, LLC
N/A
Shares— from 239,946
Change-239,946 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 239,476
Change-239,476 (-100%)
Value—
Maven Securities LTD
N/A
Shares— from 238,140
Change-238,140 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 237,390
Change-237,390 (-100%)
Value—
Clough Capital Partners L P
N/A
Shares— from 236,615
Change-236,615 (-100%)
Value—
University of Illinois Foundation
N/A
Shares— from 236,500
Change-236,500 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 235,410
Change-235,410 (-100%)
Value—
Erste Towarzystwo Funduszy Inwestycyjnych S.A.
N/A
Shares— from 234,710
Change-234,710 (-100%)
Value—
Clarity Financial LLC
N/A
Shares— from 234,496
Change-234,496 (-100%)
Value—
V. M. Manning & Co., Inc.
N/A
Shares— from 233,255
Change-233,255 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 231,124
Change-231,124 (-100%)
Value—
Titan Investment Solutions Ltd
N/A
Shares— from 230,685
Change-230,685 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 230,513
Change-230,513 (-100%)
Value—
Anson Funds Management LPA
N/A
Shares— from 229,890
Change-229,890 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 228,390
Change-228,390 (-100%)
Value—
Hancock Prospecting Pty Ltd
N/A
Shares— from 226,790
Change-226,790 (-100%)
Value—
Gardner Lewis Asset Management L P
N/A
Shares— from 225,285
Change-225,285 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 224,470
Change-224,470 (-100%)
Value—
Rosenblum Silverman Sutton S F Inc
N/A
Shares— from 223,074
Change-223,074 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 222,599
Change-222,599 (-100%)
Value—
Osterweis Capital Management Inc
N/A
Shares— from 222,332
Change-222,332 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 219,863
Change-219,863 (-100%)
Value—
Hilton Capital Management, LLC
N/A
Shares— from 219,766
Change-219,766 (-100%)
Value—
Denali Advisors LLC
N/A
Shares— from 219,391
Change-219,391 (-100%)
Value—
CIM, LLC
N/A
Shares— from 219,205
Change-219,205 (-100%)
Value—
NatWest Group plc
N/A
Shares— from 218,792
Change-218,792 (-100%)
Value—
Parus Finance (UK) Ltd
N/A
Shares— from 218,223
Change-218,223 (-100%)
Value—
CCM Investment Advisers LLC
N/A
Shares— from 213,811
Change-213,811 (-100%)
Value—
Hodges Capital Management Inc.
N/A
Shares— from 213,605
Change-213,605 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 213,465
Change-213,465 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 213,216
Change-213,216 (-100%)
Value—
Connors Investor Services Inc
N/A
Shares— from 212,631
Change-212,631 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 212,226
Change-212,226 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 211,513
Change-211,513 (-100%)
Value—
Meiji Yasuda Life Insurance Co
N/A
Shares— from 209,312
Change-209,312 (-100%)
Value—
Strategic Global Advisors, LLC
N/A
Shares— from 209,194
Change-209,194 (-100%)
Value—
Ithaka Group LLC
N/A
Shares— from 209,018
Change-209,018 (-100%)
Value—
First Dallas Securities Inc.
N/A
Shares— from 208,547
Change-208,547 (-100%)
Value—
Algert Global LLC
N/A
Shares— from 208,519
Change-208,519 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 206,926
Change-206,926 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 206,799
Change-206,799 (-100%)
Value—
Scharf Investments, LLC
N/A
Shares— from 206,500
Change-206,500 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 205,767
Change-205,767 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 205,029
Change-205,029 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 204,190
Change-204,190 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 204,020
Change-204,020 (-100%)
Value—
Titan Global Capital Management USA LLC
N/A
Shares— from 203,106
Change-203,106 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 202,231
Change-202,231 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 202,092
Change-202,092 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 200,607
Change-200,607 (-100%)
Value—
True Blue (BVI) Ltd
N/A
Shares— from 200,520
Change-200,520 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 200,505
Change-200,505 (-100%)
Value—
Burkehill Global Management, LP
N/A
Shares— from 200,000
Change-200,000 (-100%)
Value—
Rheos Capital Works Inc.
N/A
Shares— from 200,000
Change-200,000 (-100%)
Value—
General Pension Society PZU Joint Stock Co
N/A
Shares— from 200,000
Change-200,000 (-100%)
Value—
Shanda Asset Management Holdings Ltd
N/A
Shares— from 200,000
Change-200,000 (-100%)
Value—
Bluefin Capital Management, LLC
N/A
Shares— from 200,000
Change-200,000 (-100%)
Value—
Infinitum Asset Management, LLC
N/A
Shares— from 200,000
Change-200,000 (-100%)
Value—
Columbus Hill Capital Management, L.P.
N/A
Shares— from 199,179
Change-199,179 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 198,607
Change-198,607 (-100%)
Value—
Guardian Capital LP
N/A
Shares— from 196,760
Change-196,760 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 196,485
Change-196,485 (-100%)
Value—
Petrus Trust Company, LTA
N/A
Shares— from 195,702
Change-195,702 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 194,777
Change-194,777 (-100%)
Value—
Broderick Brian C
N/A
Shares— from 194,739
Change-194,739 (-100%)
Value—
Westerkirk Capital Inc.
N/A
Shares— from 194,618
Change-194,618 (-100%)
Value—
Concord Investment Counsel Inc.
N/A
Shares— from 194,352
Change-194,352 (-100%)
Value—
Fernbridge Capital Management LP
N/A
Shares— from 193,818
Change-193,818 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 191,927
Change-191,927 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 191,826
Change-191,826 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 191,813
Change-191,813 (-100%)
Value—
Aft, Forsyth & Sober, LLC
N/A
Shares— from 191,125
Change-191,125 (-100%)
Value—
Graticule Asia Macro Advisors LLC
N/A
Shares— from 189,900
Change-189,900 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 188,383
Change-188,383 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 188,333
Change-188,333 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 187,713
Change-187,713 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 186,832
Change-186,832 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 186,146
Change-186,146 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 186,077
Change-186,077 (-100%)
Value—
Capula Management Ltd
N/A
Shares— from 185,576
Change-185,576 (-100%)
Value—
RNC Capital Management LLC
N/A
Shares— from 185,075
Change-185,075 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 184,461
Change-184,461 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 184,421
Change-184,421 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 184,191
Change-184,191 (-100%)
Value—
NWI Management LP
N/A
Shares— from 184,000
Change-184,000 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 183,653
Change-183,653 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 183,163
Change-183,163 (-100%)
Value—
Onex Canada Asset Management Inc.
N/A
Shares— from 182,657
Change-182,657 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 182,409
Change-182,409 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 180,362
Change-180,362 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 180,131
Change-180,131 (-100%)
Value—
Broadleaf Partners, LLC
N/A
Shares— from 180,057
Change-180,057 (-100%)
Value—
Harbor Advisors LLC
N/A
Shares— from 180,000
Change-180,000 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 179,151
Change-179,151 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 179,035
Change-179,035 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 178,839
Change-178,839 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 178,835
Change-178,835 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 178,623
Change-178,623 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 178,549
Change-178,549 (-100%)
Value—
Callahan Advisors, LLC
N/A
Shares— from 178,501
Change-178,501 (-100%)
Value—
First National Advisers, LLC
N/A
Shares— from 178,445
Change-178,445 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 178,271
Change-178,271 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 178,060
Change-178,060 (-100%)
Value—
Chescapmanager LLC
N/A
Shares— from 177,585
Change-177,585 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 176,437
Change-176,437 (-100%)
Value—
CIBC Capital Markets (Europe) S.A.
N/A
Shares— from 176,229
Change-176,229 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 174,716
Change-174,716 (-100%)
Value—
AMS Capital Ltda
N/A
Shares— from 173,181
Change-173,181 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 173,160
Change-173,160 (-100%)
Value—
Ally Financial Inc.
N/A
Shares— from 172,000
Change-172,000 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 169,632
Change-169,632 (-100%)
Value—
Parkwood LLC
N/A
Shares— from 169,420
Change-169,420 (-100%)
Value—
Capital Group Investment Management Pte. Ltd.
N/A
Shares— from 168,884
Change-168,884 (-100%)
Value—
Evergreen Quality Fund GP, Ltd.
N/A
Shares— from 168,500
Change-168,500 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 167,606
Change-167,606 (-100%)
Value—
Hamilton Wealth, LLC
N/A
Shares— from 167,537
Change-167,537 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 167,224
Change-167,224 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 166,708
Change-166,708 (-100%)
Value—
Science & Technology Partners, L.P.
N/A
Shares— from 164,870
Change-164,870 (-100%)
Value—
Aspiring Ventures, LLC
N/A
Shares— from 163,608
Change-163,608 (-100%)
Value—
Covington Investment Advisors Inc.
N/A
Shares— from 163,112
Change-163,112 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 162,963
Change-162,963 (-100%)
Value—
HMI Capital Management, L.P.
N/A
Shares— from 162,800
Change-162,800 (-100%)
Value—
Keywise Capital Management (HK) Ltd
N/A
Shares— from 161,180
Change-161,180 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 160,987
Change-160,987 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 160,237
Change-160,237 (-100%)
Value—
Beck Bode, LLC
N/A
Shares— from 160,007
Change-160,007 (-100%)
Value—
Financial Avengers, Inc.
N/A
Shares— from 159,859
Change-159,859 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 159,579
Change-159,579 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 158,102
Change-158,102 (-100%)
Value—
IKE Capital, LLC
N/A
Shares— from 158,067
Change-158,067 (-100%)
Value—
Alta Park Capital, LP
N/A
Shares— from 157,820
Change-157,820 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 157,359
Change-157,359 (-100%)
Value—
London Co of Virginia
N/A
Shares— from 157,076
Change-157,076 (-100%)
Value—
WS Management Lllp
N/A
Shares— from 156,936
Change-156,936 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 156,425
Change-156,425 (-100%)
Value—
Benchmark Investment Advisors LLC
N/A
Shares— from 155,899
Change-155,899 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 155,428
Change-155,428 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 155,025
Change-155,025 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 155,022
Change-155,022 (-100%)
Value—
Varenne Capital Partners
N/A
Shares— from 154,959
Change-154,959 (-100%)
Value—
Coalescence Partners Investment Management, LP
N/A
Shares— from 154,807
Change-154,807 (-100%)
Value—
Davis Selected Advisers
N/A
Shares— from 154,727
Change-154,727 (-100%)
Value—
Rench Wealth Management, Inc.
N/A
Shares— from 154,227
Change-154,227 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 154,112
Change-154,112 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 154,069
Change-154,069 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 154,069
Change-154,069 (-100%)
Value—
Acorns Advisers, LLC
N/A
Shares— from 154,002
Change-154,002 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 153,231
Change-153,231 (-100%)
Value—
Taikang Asset Management (Hong Kong) Co Ltd
N/A
Shares— from 152,798
Change-152,798 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 150,653
Change-150,653 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 150,437
Change-150,437 (-100%)
Value—
Davidson Kempner Capital Management LP
N/A
Shares— from 150,000
Change-150,000 (-100%)
Value—
Alight Capital Management LP
N/A
Shares— from 150,000
Change-150,000 (-100%)
Value—
Ogborne Capital Management, LLC
N/A
Shares— from 149,969
Change-149,969 (-100%)
Value—
Summitry LLC
N/A
Shares— from 149,946
Change-149,946 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 149,118
Change-149,118 (-100%)
Value—
Beck Capital Management, LLC
N/A
Shares— from 148,964
Change-148,964 (-100%)
Value—
Up Capital Management, Inc.
N/A
Shares— from 148,587
Change-148,587 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 147,621
Change-147,621 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 146,968
Change-146,968 (-100%)
Value—
Zevin Asset Management LLC
N/A
Shares— from 145,878
Change-145,878 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 145,780
Change-145,780 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 145,314
Change-145,314 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 145,227
Change-145,227 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 145,164
Change-145,164 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 144,955
Change-144,955 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 144,714
Change-144,714 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 144,339
Change-144,339 (-100%)
Value—
Renaissance Group LLC
N/A
Shares— from 144,325
Change-144,325 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 143,616
Change-143,616 (-100%)
Value—
Baader Bank Aktiengesellschaft
N/A
Shares— from 142,372
Change-142,372 (-100%)
Value—
Iconiq Capital, LLC
N/A
Shares— from 141,887
Change-141,887 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 141,845
Change-141,845 (-100%)
Value—
Sompo Asset Management Co., Ltd.
N/A
Shares— from 141,763
Change-141,763 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 141,469
Change-141,469 (-100%)
Value—
Wisconsin Capital Management LLC
N/A
Shares— from 141,188
Change-141,188 (-100%)
Value—
Blackhill Capital Inc
N/A
Shares— from 139,950
Change-139,950 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 139,828
Change-139,828 (-100%)
Value—
Carroll Investors, Inc
N/A
Shares— from 139,757
Change-139,757 (-100%)
Value—
Marietta Investment Partners LLC
N/A
Shares— from 139,270
Change-139,270 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 139,142
Change-139,142 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 136,901
Change-136,901 (-100%)
Value—
Light Street Capital Management, LLC
N/A
Shares— from 136,720
Change-136,720 (-100%)
Value—
Olde Wealth Management, LLC
N/A
Shares— from 136,615
Change-136,615 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 136,521
Change-136,521 (-100%)
Value—
M. Kulyk & Associates, LLC
N/A
Shares— from 136,056
Change-136,056 (-100%)
Value—
Osprey Private Wealth LLC
N/A
Shares— from 135,812
Change-135,812 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 135,794
Change-135,794 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 135,666
Change-135,666 (-100%)
Value—
Clearline Capital LP
N/A
Shares— from 135,032
Change-135,032 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 134,950
Change-134,950 (-100%)
Value—
Nicola Wealth Management Ltd.
N/A
Shares— from 134,500
Change-134,500 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 134,011
Change-134,011 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 133,717
Change-133,717 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 132,788
Change-132,788 (-100%)
Value—
NWK Group, Inc.
N/A
Shares— from 132,461
Change-132,461 (-100%)
Value—
Conway Capital Management, Inc.
N/A
Shares— from 132,285
Change-132,285 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 130,982
Change-130,982 (-100%)
Value—
Affinity Wealth Management LLC
N/A
Shares— from 129,736
Change-129,736 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 129,660
Change-129,660 (-100%)
Value—
Valiant Capital Management, L.P.
N/A
Shares— from 129,579
Change-129,579 (-100%)
Value—
Positano Wealth Management Ltd
N/A
Shares— from 128,783
Change-128,783 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 128,408
Change-128,408 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 127,745
Change-127,745 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 127,674
Change-127,674 (-100%)
Value—
Keystone Investors PTE LTD
N/A
Shares— from 127,660
Change-127,660 (-100%)
Value—
Nicholas Investment Partners, LP
N/A
Shares— from 126,682
Change-126,682 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 125,808
Change-125,808 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 125,749
Change-125,749 (-100%)
Value—
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
N/A
Shares— from 125,539
Change-125,539 (-100%)
Value—
QVT Financial LP
N/A
Shares— from 125,158
Change-125,158 (-100%)
Value—
Berkley W R Corp
N/A
Shares— from 124,800
Change-124,800 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 124,608
Change-124,608 (-100%)
Value—
Global Endowment Management, LP
N/A
Shares— from 124,579
Change-124,579 (-100%)
Value—
Melqart Asset Management (UK) Ltd
N/A
Shares— from 124,402
Change-124,402 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 123,573
Change-123,573 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 121,733
Change-121,733 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 121,129
Change-121,129 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 120,858
Change-120,858 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 120,448
Change-120,448 (-100%)
Value—
Advocacy Wealth Management, LLC
N/A
Shares— from 120,359
Change-120,359 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 119,956
Change-119,956 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 119,760
Change-119,760 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 119,405
Change-119,405 (-100%)
Value—
Atmos Capital Gestao de Recursos Ltda.
N/A
Shares— from 119,301
Change-119,301 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 118,960
Change-118,960 (-100%)
Value—
Abacus FCF Advisors LLC
N/A
Shares— from 117,320
Change-117,320 (-100%)
Value—
Somerville Kurt F
N/A
Shares— from 117,234
Change-117,234 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 116,726
Change-116,726 (-100%)
Value—
Thames Capital Management LLC
N/A
Shares— from 116,169
Change-116,169 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 115,868
Change-115,868 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 115,806
Change-115,806 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 115,607
Change-115,607 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 115,558
Change-115,558 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 115,059
Change-115,059 (-100%)
Value—
Nutshell Asset Management Ltd
N/A
Shares— from 114,692
Change-114,692 (-100%)
Value—
D L Carlson Investment Group Inc
N/A
Shares— from 114,511
Change-114,511 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 114,370
Change-114,370 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 114,013
Change-114,013 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 113,235
Change-113,235 (-100%)
Value—
Next Century Growth Investors LLC
N/A
Shares— from 113,187
Change-113,187 (-100%)
Value—
SPX Gestao de Recursos Ltda
N/A
Shares— from 112,739
Change-112,739 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 111,821
Change-111,821 (-100%)
Value—
Bulltick Wealth Management, LLC
N/A
Shares— from 111,399
Change-111,399 (-100%)
Value—
McDonough Capital Management, Inc
N/A
Shares— from 111,267
Change-111,267 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 110,824
Change-110,824 (-100%)
Value—
Ravenswood Partners LP
N/A
Shares— from 110,220
Change-110,220 (-100%)
Value—
Horizon Investment Services, LLC
N/A
Shares— from 109,657
Change-109,657 (-100%)
Value—
Blackstone Inc.
N/A
Shares— from 109,636
Change-109,636 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 109,609
Change-109,609 (-100%)
Value—
Alpine Investment Management Ltd
N/A
Shares— from 109,600
Change-109,600 (-100%)
Value—
Elevation Advisory Partners LLC
N/A
Shares— from 109,402
Change-109,402 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 109,343
Change-109,343 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 109,278
Change-109,278 (-100%)
Value—
Alcosta Capital Management, Inc.
N/A
Shares— from 109,061
Change-109,061 (-100%)
Value—
Stansberry Asset Management, LLC
N/A
Shares— from 108,155
Change-108,155 (-100%)
Value—
Concentric Capital Strategies, LP
N/A
Shares— from 107,989
Change-107,989 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 107,840
Change-107,840 (-100%)
Value—
Accent Capital Management, LLC
N/A
Shares— from 107,706
Change-107,706 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 107,195
Change-107,195 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 106,905
Change-106,905 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 106,468
Change-106,468 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 106,433
Change-106,433 (-100%)
Value—
Tiff Advisory Services, LLC
N/A
Shares— from 105,842
Change-105,842 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 105,355
Change-105,355 (-100%)
Value—
Cooper Creek Partners Management LLC
N/A
Shares— from 105,346
Change-105,346 (-100%)
Value—
Alley Investment Management Company, LLC
N/A
Shares— from 105,159
Change-105,159 (-100%)
Value—
Lodge Hill Capital, LLC
N/A
Shares— from 105,000
Change-105,000 (-100%)
Value—
Puzo Michael J
N/A
Shares— from 104,542
Change-104,542 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 104,506
Change-104,506 (-100%)
Value—
United American Securities Inc. (d/b/a UAS Asset Management)
N/A
Shares— from 104,240
Change-104,240 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 104,102
Change-104,102 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 103,565
Change-103,565 (-100%)
Value—
Sava Penzisko Drushtvo A.D. Skopje
N/A
Shares— from 103,514
Change-103,514 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 103,388
Change-103,388 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 102,613
Change-102,613 (-100%)
Value—
Manchester Global Management (UK) Ltd
N/A
Shares— from 102,400
Change-102,400 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 101,654
Change-101,654 (-100%)
Value—
Dorsey Wright & Associates
N/A
Shares— from 101,194
Change-101,194 (-100%)
Value—
Paragon Financial Partners, Inc.
N/A
Shares— from 101,106
Change-101,106 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 101,098
Change-101,098 (-100%)
Value—
Hamilton Capital Partners, LLC
N/A
Shares— from 100,860
Change-100,860 (-100%)
Value—
Connable Office Inc
N/A
Shares— from 100,207
Change-100,207 (-100%)
Value—
Ursa Fund Management, LLC
N/A
Shares— from 100,000
Change-100,000 (-100%)
Value—
Cunning Capital Partners, LP
N/A
Shares— from 99,478
Change-99,478 (-100%)
Value—
Ceeto Capital Group, LLC
N/A
Shares— from 99,406
Change-99,406 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 98,763
Change-98,763 (-100%)
Value—
Haverford Financial Services, Inc.
N/A
Shares— from 98,597
Change-98,597 (-100%)
Value—
CIM Investment Management Inc
N/A
Shares— from 97,279
Change-97,279 (-100%)
Value—
Clare Market Investments LLC
N/A
Shares— from 95,856
Change-95,856 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 95,831
Change-95,831 (-100%)
Value—
Incline Global Management LLC
N/A
Shares— from 95,027
Change-95,027 (-100%)
Value—
Siren, L.L.C.
N/A
Shares— from 95,000
Change-95,000 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 94,886
Change-94,886 (-100%)
Value—
Z3 Capital Partners, LLC
N/A
Shares— from 94,519
Change-94,519 (-100%)
Value—
Sound Capital Solutions LLC
N/A
Shares— from 94,205
Change-94,205 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 94,179
Change-94,179 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 94,179
Change-94,179 (-100%)
Value—
Slagle Financial, LLC
N/A
Shares— from 94,009
Change-94,009 (-100%)
Value—
Delaney Dennis R
N/A
Shares— from 93,097
Change-93,097 (-100%)
Value—
Cavalier Investments, LLC
N/A
Shares— from 92,541
Change-92,541 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 92,277
Change-92,277 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 92,274
Change-92,274 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 92,041
Change-92,041 (-100%)
Value—
STG Securities, LLC
N/A
Shares— from 91,295
Change-91,295 (-100%)
Value—
IQ EQ Fund Management (Ireland) Ltd
N/A
Shares— from 91,035
Change-91,035 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 90,989
Change-90,989 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 90,951
Change-90,951 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 90,432
Change-90,432 (-100%)
Value—
Union Heritage Capital, LLC
N/A
Shares— from 90,340
Change-90,340 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 89,687
Change-89,687 (-100%)
Value—
Sora Investors LLC
N/A
Shares— from 89,310
Change-89,310 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 87,951
Change-87,951 (-100%)
Value—
Maniro Ltd
N/A
Shares— from 87,601
Change-87,601 (-100%)
Value—
Long Walk Management LP
N/A
Shares— from 87,500
Change-87,500 (-100%)
Value—
KP Management LLC
N/A
Shares— from 87,500
Change-87,500 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 87,444
Change-87,444 (-100%)
Value—
Riho Partners, LLC
N/A
Shares— from 86,461
Change-86,461 (-100%)
Value—
Doheny Asset Management
N/A
Shares— from 86,432
Change-86,432 (-100%)
Value—
Bay Rivers Group
N/A
Shares— from 86,369
Change-86,369 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 86,317
Change-86,317 (-100%)
Value—
Sirios Capital Management L P
N/A
Shares— from 86,282
Change-86,282 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 86,171
Change-86,171 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 86,067
Change-86,067 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 85,685
Change-85,685 (-100%)
Value—
Lynwood Price Capital Management LP
N/A
Shares— from 85,625
Change-85,625 (-100%)
Value—
Pelham Capital Ltd.
N/A
Shares— from 85,359
Change-85,359 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 85,240
Change-85,240 (-100%)
Value—
Kidder Stephen W
N/A
Shares— from 85,225
Change-85,225 (-100%)
Value—
PDT Partners, LLC
N/A
Shares— from 84,800
Change-84,800 (-100%)
Value—
Shay Capital LLC
N/A
Shares— from 84,650
Change-84,650 (-100%)
Value—
Reliant Investment Partners, LLC
N/A
Shares— from 84,617
Change-84,617 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 84,467
Change-84,467 (-100%)
Value—
Northstar Advisory Group, LLC
N/A
Shares— from 84,395
Change-84,395 (-100%)
Value—
Menard Financial Group LLC
N/A
Shares— from 84,084
Change-84,084 (-100%)
Value—
Untitled Investments LP
N/A
Shares— from 84,035
Change-84,035 (-100%)
Value—
Crosslink Capital Inc
N/A
Shares— from 83,760
Change-83,760 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 83,744
Change-83,744 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 83,377
Change-83,377 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 83,078
Change-83,078 (-100%)
Value—
AR Asset Management Inc
N/A
Shares— from 82,845
Change-82,845 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 82,821
Change-82,821 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 82,797
Change-82,797 (-100%)
Value—
Sone Capital Management, LLC
N/A
Shares— from 82,325
Change-82,325 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 82,031
Change-82,031 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 80,757
Change-80,757 (-100%)
Value—
Arini Capital Management Ltd
N/A
Shares— from 80,600
Change-80,600 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 80,225
Change-80,225 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 80,112
Change-80,112 (-100%)
Value—
Perseverance Asset Management International
N/A
Shares— from 80,000
Change-80,000 (-100%)
Value—
Pine Ridge Advisers LLC
N/A
Shares— from 80,000
Change-80,000 (-100%)
Value—
Te Ahumairangi Investment Management Ltd
N/A
Shares— from 79,778
Change-79,778 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 79,736
Change-79,736 (-100%)
Value—
Laffer Tengler Investments, Inc.
N/A
Shares— from 79,486
Change-79,486 (-100%)
Value—
Sagewood Asset Management LP
N/A
Shares— from 78,921
Change-78,921 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 78,458
Change-78,458 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 78,311
Change-78,311 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 77,449
Change-77,449 (-100%)
Value—
Soros Capital Management LLC
N/A
Shares— from 77,300
Change-77,300 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 77,281
Change-77,281 (-100%)
Value—
Storgate, LLC
N/A
Shares— from 77,119
Change-77,119 (-100%)
Value—
Myda Advisors LLC
N/A
Shares— from 77,000
Change-77,000 (-100%)
Value—
MainStreet Investment Advisors LLC
N/A
Shares— from 76,679
Change-76,679 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 76,581
Change-76,581 (-100%)
Value—
NorthStar Asset Management LLC
N/A
Shares— from 75,839
Change-75,839 (-100%)
Value—
NCP Inc.
N/A
Shares— from 75,826
Change-75,826 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 75,276
Change-75,276 (-100%)
Value—
Paces Ferry Wealth Advisors, LLC
N/A
Shares— from 75,207
Change-75,207 (-100%)
Value—
BlueCrest Capital Management Ltd
N/A
Shares— from 74,986
Change-74,986 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 74,833
Change-74,833 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 74,809
Change-74,809 (-100%)
Value—
Papamarkou Wellner Asset Management inc.
N/A
Shares— from 74,642
Change-74,642 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 74,209
Change-74,209 (-100%)
Value—
Trinity Legacy Partners, LLC
N/A
Shares— from 74,045
Change-74,045 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 73,044
Change-73,044 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 72,730
Change-72,730 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 72,495
Change-72,495 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 72,445
Change-72,445 (-100%)
Value—
Fox Hill Wealth Management
N/A
Shares— from 72,418
Change-72,418 (-100%)
Value—
S&CO Inc
N/A
Shares— from 72,156
Change-72,156 (-100%)
Value—
Highview Capital Management LLC
N/A
Shares— from 72,132
Change-72,132 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 71,857
Change-71,857 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 71,844
Change-71,844 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 71,707
Change-71,707 (-100%)
Value—
Jupiter Wealth Management LLC
N/A
Shares— from 70,880
Change-70,880 (-100%)
Value—
Aperture Investors, LLC
N/A
Shares— from 70,860
Change-70,860 (-100%)
Value—
Shellback Capital, LP
N/A
Shares— from 70,000
Change-70,000 (-100%)
Value—
EWA, LLC
N/A
Shares— from 69,818
Change-69,818 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 69,745
Change-69,745 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 69,713
Change-69,713 (-100%)
Value—
Alaethes Wealth, LLC
N/A
Shares— from 69,599
Change-69,599 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 69,387
Change-69,387 (-100%)
Value—
Catalyst Funds Management Pty Ltd
N/A
Shares— from 69,300
Change-69,300 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 69,184
Change-69,184 (-100%)
Value—
Notis-McConarty Edward
N/A
Shares— from 69,131
Change-69,131 (-100%)
Value—
Abbot Financial Management, Inc.
N/A
Shares— from 69,006
Change-69,006 (-100%)
Value—
ARP Global Capital Ltd
N/A
Shares— from 69,000
Change-69,000 (-100%)
Value—
Dougherty & Associates, LLC
N/A
Shares— from 68,937
Change-68,937 (-100%)
Value—
Elefante Mark B
N/A
Shares— from 68,115
Change-68,115 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 67,950
Change-67,950 (-100%)
Value—
Totem Point Management, LLC
N/A
Shares— from 67,858
Change-67,858 (-100%)
Value—
Point Break Capital Management, LLC
N/A
Shares— from 67,799
Change-67,799 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 67,782
Change-67,782 (-100%)
Value—
Opal Capital LLC
N/A
Shares— from 67,616
Change-67,616 (-100%)
Value—
Resources Management Corp
N/A
Shares— from 67,594
Change-67,594 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 66,979
Change-66,979 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 66,827
Change-66,827 (-100%)
Value—
Tenere Capital LLC
N/A
Shares— from 66,733
Change-66,733 (-100%)
Value—
Fairtree Asset Management (Pty) Ltd
N/A
Shares— from 66,597
Change-66,597 (-100%)
Value—
B & T Capital Management DBA Alpha Capital Management
N/A
Shares— from 66,537
Change-66,537 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 66,095
Change-66,095 (-100%)
Value—
Cyber Hornet ETFs LLC
N/A
Shares— from 66,054
Change-66,054 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 65,675
Change-65,675 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 65,484
Change-65,484 (-100%)
Value—
Hayek Kallen Investment Management
N/A
Shares— from 65,406
Change-65,406 (-100%)
Value—
Clarendon Private LLC
N/A
Shares— from 65,398
Change-65,398 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 65,340
Change-65,340 (-100%)
Value—
Mubadala Investment Co Pjsc
N/A
Shares— from 65,326
Change-65,326 (-100%)
Value—
Panoramic Capital, LLC
N/A
Shares— from 65,268
Change-65,268 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 65,224
Change-65,224 (-100%)
Value—
Karani Asset Management LLC
N/A
Shares— from 65,153
Change-65,153 (-100%)
Value—
Riposte Capital LLC
N/A
Shares— from 65,000
Change-65,000 (-100%)
Value—
1776 Wealth LLC
N/A
Shares— from 64,945
Change-64,945 (-100%)
Value—
Albar Capital Partners LLP
N/A
Shares— from 64,892
Change-64,892 (-100%)
Value—
Mathes Company, Inc.
N/A
Shares— from 64,881
Change-64,881 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 64,558
Change-64,558 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 64,451
Change-64,451 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 64,432
Change-64,432 (-100%)
Value—
Vines Capital Management, LLC
N/A
Shares— from 64,222
Change-64,222 (-100%)
Value—
Bank OZK
N/A
Shares— from 64,124
Change-64,124 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 63,710
Change-63,710 (-100%)
Value—
Jacobson & Schmitt Advisors, LLC
N/A
Shares— from 63,345
Change-63,345 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 63,210
Change-63,210 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 63,196
Change-63,196 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 63,087
Change-63,087 (-100%)
Value—
Vega Investment Solutions
N/A
Shares— from 62,851
Change-62,851 (-100%)
Value—
Wimmer Associates 1, LLC
N/A
Shares— from 62,769
Change-62,769 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 62,560
Change-62,560 (-100%)
Value—
Tenzing Global Management, LLC
N/A
Shares— from 62,500
Change-62,500 (-100%)
Value—
Castlefield Investment Partners LLP
N/A
Shares— from 62,102
Change-62,102 (-100%)
Value—
Integrated Quantitative Investments LLC
N/A
Shares— from 62,034
Change-62,034 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 61,962
Change-61,962 (-100%)
Value—
Ruggiero Investments, Inc.
N/A
Shares— from 61,230
Change-61,230 (-100%)
Value—
Infusive Asset Management Inc.
N/A
Shares— from 61,196
Change-61,196 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 60,977
Change-60,977 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 60,749
Change-60,749 (-100%)
Value—
Peak Planning Group, LLC
N/A
Shares— from 60,440
Change-60,440 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 60,402
Change-60,402 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 60,300
Change-60,300 (-100%)
Value—
Crown Advisors Management, Inc.
N/A
Shares— from 60,000
Change-60,000 (-100%)
Value—
Fund 1 Investments, LLC
N/A
Shares— from 60,000
Change-60,000 (-100%)
Value—
Morgens Waterfall Vintiadis & Co Inc
N/A
Shares— from 60,000
Change-60,000 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 59,499
Change-59,499 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 59,414
Change-59,414 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 59,335
Change-59,335 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 59,194
Change-59,194 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 58,946
Change-58,946 (-100%)
Value—
Dumac, Inc.
N/A
Shares— from 58,868
Change-58,868 (-100%)
Value—
RPg Family Wealth Advisory, LLC
N/A
Shares— from 58,863
Change-58,863 (-100%)
Value—
Modus Advisors, LLC
N/A
Shares— from 58,307
Change-58,307 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 58,220
Change-58,220 (-100%)
Value—
Chokshi & Queen Wealth Advisors, Inc
N/A
Shares— from 58,150
Change-58,150 (-100%)
Value—
Barrier Capital Management, LLC
N/A
Shares— from 58,104
Change-58,104 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 58,055
Change-58,055 (-100%)
Value—
Libra Wealth LLC
N/A
Shares— from 57,978
Change-57,978 (-100%)
Value—
J Hagan Capital, Inc.
N/A
Shares— from 57,594
Change-57,594 (-100%)
Value—
All Terrain Financial Advisors, LLC
N/A
Shares— from 57,534
Change-57,534 (-100%)
Value—
Synergy Financial Group, LTD
N/A
Shares— from 57,256
Change-57,256 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 57,123
Change-57,123 (-100%)
Value—
Selkirk Management LLC
N/A
Shares— from 57,000
Change-57,000 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 56,837
Change-56,837 (-100%)
Value—
Hartford Funds Management Co LLC
N/A
Shares— from 56,537
Change-56,537 (-100%)
Value—
Saraza Management, LP
N/A
Shares— from 56,500
Change-56,500 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 56,479
Change-56,479 (-100%)
Value—
Blackhawk Capital Partners, LLC
N/A
Shares— from 56,204
Change-56,204 (-100%)
Value—
Royal Capital Wealth Management, LLC
N/A
Shares— from 56,127
Change-56,127 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 55,984
Change-55,984 (-100%)
Value—
Invst, LLC
N/A
Shares— from 55,729
Change-55,729 (-100%)
Value—
Seaview Investment Managers LLC
N/A
Shares— from 55,710
Change-55,710 (-100%)
Value—
Dempze Nancy E
N/A
Shares— from 55,597
Change-55,597 (-100%)
Value—
K.J. Harrison & Partners Inc
N/A
Shares— from 55,569
Change-55,569 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 55,505
Change-55,505 (-100%)
Value—
Members Trust Co
N/A
Shares— from 55,214
Change-55,214 (-100%)
Value—
Resolute Wealth Strategies, LLC
N/A
Shares— from 55,110
Change-55,110 (-100%)
Value—
Legato Capital Management LLC
N/A
Shares— from 55,004
Change-55,004 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 54,930
Change-54,930 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 54,908
Change-54,908 (-100%)
Value—
Pursue Wealth Partners LLC
N/A
Shares— from 54,610
Change-54,610 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 54,264
Change-54,264 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 54,233
Change-54,233 (-100%)
Value—
Boxwood Ventures, Inc.
N/A
Shares— from 53,909
Change-53,909 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 53,706
Change-53,706 (-100%)
Value—
Entropy Technologies, LP
N/A
Shares— from 53,691
Change-53,691 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 53,674
Change-53,674 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 53,310
Change-53,310 (-100%)
Value—
Granite Harbor Advisors, Inc.
N/A
Shares— from 53,289
Change-53,289 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 52,908
Change-52,908 (-100%)
Value—
Everest Private Wealth
N/A
Shares— from 52,884
Change-52,884 (-100%)
Value—
Barometer Capital Management Inc.
N/A
Shares— from 52,800
Change-52,800 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 52,680
Change-52,680 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 52,444
Change-52,444 (-100%)
Value—
Wealthedge Investment Advisors, LLC
N/A
Shares— from 52,266
Change-52,266 (-100%)
Value—
Kirtland Hills Capital Management, LLC
N/A
Shares— from 52,093
Change-52,093 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 52,024
Change-52,024 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 51,962
Change-51,962 (-100%)
Value—
US Asset Management LLC
N/A
Shares— from 51,936
Change-51,936 (-100%)
Value—
First National Bank of Hutchinson
N/A
Shares— from 51,277
Change-51,277 (-100%)
Value—
Timber Creek Capital Management LLC
N/A
Shares— from 51,214
Change-51,214 (-100%)
Value—
Westbourne Investments, Inc.
N/A
Shares— from 50,979
Change-50,979 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 50,937
Change-50,937 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 50,919
Change-50,919 (-100%)
Value—
Ducere Wealth Management LLC
N/A
Shares— from 50,563
Change-50,563 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 50,416
Change-50,416 (-100%)
Value—
AMJ Financial Wealth Management
N/A
Shares— from 50,351
Change-50,351 (-100%)
Value—
Kamunting Street Capital Management, L.P.
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 49,911
Change-49,911 (-100%)
Value—
Sphera Management Technology Funds Ltd
N/A
Shares— from 49,880
Change-49,880 (-100%)
Value—
WIM Investment Management Ltd
N/A
Shares— from 49,850
Change-49,850 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 49,692
Change-49,692 (-100%)
Value—
Old North State Trust, LLC
N/A
Shares— from 49,434
Change-49,434 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 49,426
Change-49,426 (-100%)
Value—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A
Shares— from 49,054
Change-49,054 (-100%)
Value—
Hudson Value Partners, LLC
N/A
Shares— from 49,009
Change-49,009 (-100%)
Value—
Kultura Capital Management LP
N/A
Shares— from 48,935
Change-48,935 (-100%)
Value—
Khazanah Nasional Berhad
N/A
Shares— from 48,892
Change-48,892 (-100%)
Value—
Intercapital, LLC
N/A
Shares— from 48,406
Change-48,406 (-100%)
Value—
Cambridge Financial Group, Inc.
N/A
Shares— from 48,328
Change-48,328 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 48,299
Change-48,299 (-100%)
Value—
1248 Management, LLC
N/A
Shares— from 48,227
Change-48,227 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 48,220
Change-48,220 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 48,191
Change-48,191 (-100%)
Value—
Alpine Woods Capital Investors, LLC
N/A
Shares— from 48,172
Change-48,172 (-100%)
Value—
Telligent Fund, LP
N/A
Shares— from 48,000
Change-48,000 (-100%)
Value—
Elk River Wealth Management LLC
N/A
Shares— from 47,713
Change-47,713 (-100%)
Value—
Outlook Capital Management, LLC
N/A
Shares— from 47,528
Change-47,528 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 47,509
Change-47,509 (-100%)
Value—
One Wealth Management Investment & Advisory Services, LLC
N/A
Shares— from 47,386
Change-47,386 (-100%)
Value—
Trivant Custom Portfolio Group, LLC
N/A
Shares— from 47,359
Change-47,359 (-100%)
Value—
Cinctive Capital Management LP
N/A
Shares— from 47,297
Change-47,297 (-100%)
Value—
Cladis Investment Advisory, LLC
N/A
Shares— from 47,218
Change-47,218 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 47,040
Change-47,040 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 47,038
Change-47,038 (-100%)
Value—
Oribel Capital Management, LP
N/A
Shares— from 46,900
Change-46,900 (-100%)
Value—
Titan Wealth (CI) Ltd
N/A
Shares— from 46,540
Change-46,540 (-100%)
Value—
Alexander Labrunerie & Co., Inc.
N/A
Shares— from 46,521
Change-46,521 (-100%)
Value—
Copos Capital B.V.
N/A
Shares— from 46,372
Change-46,372 (-100%)
Value—
Avanda Investment Management Pte. Ltd.
N/A
Shares— from 46,200
Change-46,200 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 46,011
Change-46,011 (-100%)
Value—
White Knight Strategic Wealth Advisors, LLC
N/A
Shares— from 45,978
Change-45,978 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 45,688
Change-45,688 (-100%)
Value—
City National Bank of Florida
N/A
Shares— from 45,471
Change-45,471 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 45,426
Change-45,426 (-100%)
Value—
Mokan Wealth Management Inc.
N/A
Shares— from 45,405
Change-45,405 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 45,213
Change-45,213 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 45,125
Change-45,125 (-100%)
Value—
Maytus Capital Management, LLC
N/A
Shares— from 45,000
Change-45,000 (-100%)
Value—
Black Swift Group, LLC
N/A
Shares— from 44,950
Change-44,950 (-100%)
Value—
Cloverfields Capital Group, LP
N/A
Shares— from 44,849
Change-44,849 (-100%)
Value—
Alvarez & Marsal Private Wealth Partners, LLC
N/A
Shares— from 44,703
Change-44,703 (-100%)
Value—
American Trust
N/A
Shares— from 44,594
Change-44,594 (-100%)
Value—
Saranac Partners Ltd
N/A
Shares— from 44,511
Change-44,511 (-100%)
Value—
Betterment LLC
N/A
Shares— from 44,365
Change-44,365 (-100%)
Value—
Seascape Capital Management
N/A
Shares— from 44,322
Change-44,322 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 44,085
Change-44,085 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 44,018
Change-44,018 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 43,871
Change-43,871 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 43,765
Change-43,765 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 43,670
Change-43,670 (-100%)
Value—
Legacy Capital Wealth Management, LLC
N/A
Shares— from 43,569
Change-43,569 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 43,562
Change-43,562 (-100%)
Value—
Rowlandmiller & Partners.adv
N/A
Shares— from 43,548
Change-43,548 (-100%)
Value—
Beacon Harbor Wealth Advisors, Inc.
N/A
Shares— from 43,333
Change-43,333 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 43,211
Change-43,211 (-100%)
Value—
Cornerstone Select Advisors, LLC
N/A
Shares— from 43,208
Change-43,208 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 43,150
Change-43,150 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 42,886
Change-42,886 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 42,792
Change-42,792 (-100%)
Value—
J. Goldman & Co LP
N/A
Shares— from 42,748
Change-42,748 (-100%)
Value—
Allred Capital Management, LLC
N/A
Shares— from 42,733
Change-42,733 (-100%)
Value—
Westshore Wealth, LLC
N/A
Shares— from 42,527
Change-42,527 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 42,450
Change-42,450 (-100%)
Value—
Sender Co & Partners, Inc.
N/A
Shares— from 42,324
Change-42,324 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 42,229
Change-42,229 (-100%)
Value—
Eaton Financial Holdings Company, LLC
N/A
Shares— from 42,216
Change-42,216 (-100%)
Value—
Armistice Capital, LLC
N/A
Shares— from 41,700
Change-41,700 (-100%)
Value—
New World Advisors LLC
N/A
Shares— from 41,643
Change-41,643 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 41,511
Change-41,511 (-100%)
Value—
Stoneridge Investment Partners LLC
N/A
Shares— from 41,213
Change-41,213 (-100%)
Value—
Peregrine Investment Management Inc
N/A
Shares— from 40,890
Change-40,890 (-100%)
Value—
Senvest Management, LLC
N/A
Shares— from 40,600
Change-40,600 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 40,387
Change-40,387 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 40,335
Change-40,335 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 40,276
Change-40,276 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 40,232
Change-40,232 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 40,213
Change-40,213 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 40,188
Change-40,188 (-100%)
Value—
RBF Capital, LLC
N/A
Shares— from 40,000
Change-40,000 (-100%)
Value—
Exit Wealth Advisors, Llc.
N/A
Shares— from 39,979
Change-39,979 (-100%)
Value—
Runnymede Capital Advisors, Inc.
N/A
Shares— from 39,862
Change-39,862 (-100%)
Value—
Counterweight Ventures, LLC
N/A
Shares— from 39,598
Change-39,598 (-100%)
Value—
Sandro Wealth Management LLC
N/A
Shares— from 39,356
Change-39,356 (-100%)
Value—
Windsor Advisory Group, LLC
N/A
Shares— from 39,204
Change-39,204 (-100%)
Value—
Camarda Financial Advisors, LLC
N/A
Shares— from 39,200
Change-39,200 (-100%)
Value—
Adams Wealth Management
N/A
Shares— from 39,193
Change-39,193 (-100%)
Value—
Future Fund LLC
N/A
Shares— from 39,057
Change-39,057 (-100%)
Value—
Brasada Capital Management, LP
N/A
Shares— from 38,797
Change-38,797 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 38,636
Change-38,636 (-100%)
Value—
Altrafin AG
N/A
Shares— from 38,599
Change-38,599 (-100%)
Value—
Arohi Asset Management PTE Ltd.
N/A
Shares— from 38,524
Change-38,524 (-100%)
Value—
Boston Research & Management Inc
N/A
Shares— from 38,473
Change-38,473 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 38,438
Change-38,438 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 38,089
Change-38,089 (-100%)
Value—
KMT Wealth Management, LLC
N/A
Shares— from 38,047
Change-38,047 (-100%)
Value—
Fortune Financial Advisors, LLC
N/A
Shares— from 37,988
Change-37,988 (-100%)
Value—
Spahn Wealth & Retirement LLC
N/A
Shares— from 37,957
Change-37,957 (-100%)
Value—
MSA Advisors, LLC
N/A
Shares— from 37,833
Change-37,833 (-100%)
Value—
MWA Asset Management
N/A
Shares— from 37,795
Change-37,795 (-100%)
Value—
Twin Lakes Capital Management, LLC
N/A
Shares— from 37,761
Change-37,761 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 37,650
Change-37,650 (-100%)
Value—
General Equity Holdings LP
N/A
Shares— from 37,500
Change-37,500 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 37,439
Change-37,439 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 37,422
Change-37,422 (-100%)
Value—
Vista Cima Wealth Management LLC
N/A
Shares— from 37,302
Change-37,302 (-100%)
Value—
Fuller & Thaler Asset Management, Inc.
N/A
Shares— from 36,885
Change-36,885 (-100%)
Value—
Bellars Harris Wealth Management, LLC
N/A
Shares— from 36,883
Change-36,883 (-100%)
Value—
Harber Asset Management LLC
N/A
Shares— from 36,861
Change-36,861 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 36,754
Change-36,754 (-100%)
Value—
Fund Advisors of America Inc
N/A
Shares— from 36,522
Change-36,522 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 36,428
Change-36,428 (-100%)
Value—
Saba Capital Management, L.P.A
N/A
Shares— from 36,415
Change-36,415 (-100%)
Value—
Secured Retirement Advisors, LLC
N/A
Shares— from 36,284
Change-36,284 (-100%)
Value—
Legacy Wealth Advisors, LLC
N/A
Shares— from 35,772
Change-35,772 (-100%)
Value—
UP Strategic Wealth Investment Advisors LLC
N/A
Shares— from 35,735
Change-35,735 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 35,730
Change-35,730 (-100%)
Value—
FWG Holdings, LLC
N/A
Shares— from 35,376
Change-35,376 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 35,365
Change-35,365 (-100%)
Value—
Tsai Capital Corp
N/A
Shares— from 35,292
Change-35,292 (-100%)
Value—
Freestone Grove Partners LP
N/A
Shares— from 35,160
Change-35,160 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 35,099
Change-35,099 (-100%)
Value—
Weitz Investment Management, Inc.
N/A
Shares— from 35,000
Change-35,000 (-100%)
Value—
Annandale Capital, LLC
N/A
Shares— from 34,841
Change-34,841 (-100%)
Value—
Bcwm, LLC
N/A
Shares— from 34,818
Change-34,818 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 34,760
Change-34,760 (-100%)
Value—
Bank of Nova Scotia Trust Co
N/A
Shares— from 34,757
Change-34,757 (-100%)
Value—
Prospect Financial Services LLC
N/A
Shares— from 34,467
Change-34,467 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 34,378
Change-34,378 (-100%)
Value—
Calydon Capital
N/A
Shares— from 34,330
Change-34,330 (-100%)
Value—
Maxele Advisors, LLC
N/A
Shares— from 34,273
Change-34,273 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 34,253
Change-34,253 (-100%)
Value—
Ai-Squared Management Ltd
N/A
Shares— from 34,200
Change-34,200 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 34,159
Change-34,159 (-100%)
Value—
Longitude (Cayman) Ltd.
N/A
Shares— from 34,100
Change-34,100 (-100%)
Value—
Kensington Investment Counsel, LLC
N/A
Shares— from 34,082
Change-34,082 (-100%)
Value—
JBF Capital, Inc.
N/A
Shares— from 34,000
Change-34,000 (-100%)
Value—
Atom Investors LP
N/A
Shares— from 33,901
Change-33,901 (-100%)
Value—
Chancellor Financial Group WB LP
N/A
Shares— from 33,896
Change-33,896 (-100%)
Value—
Audent Global Asset Management, LLC
N/A
Shares— from 33,860
Change-33,860 (-100%)
Value—
Buckley Wealth Management, LLC
N/A
Shares— from 33,763
Change-33,763 (-100%)
Value—
Allium Financial Advisors, LLC
N/A
Shares— from 33,507
Change-33,507 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 33,484
Change-33,484 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 33,439
Change-33,439 (-100%)
Value—
Conscious Wealth Investments, LLC
N/A
Shares— from 33,195
Change-33,195 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 33,101
Change-33,101 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 33,051
Change-33,051 (-100%)
Value—
Saiph Capital, LLC
N/A
Shares— from 32,996
Change-32,996 (-100%)
Value—
Private Harbour Investment Management & Counsel, LLC
N/A
Shares— from 32,913
Change-32,913 (-100%)
Value—
Element Capital Management LLC
N/A
Shares— from 32,890
Change-32,890 (-100%)
Value—
Aviso Financial Inc.
N/A
Shares— from 32,881
Change-32,881 (-100%)
Value—
Caerus Investment Advisors, LLC
N/A
Shares— from 32,810
Change-32,810 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 32,790
Change-32,790 (-100%)
Value—
Polymer Capital Management (US) LLC
N/A
Shares— from 32,737
Change-32,737 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 32,615
Change-32,615 (-100%)
Value—
Stevens Capital Management LP
N/A
Shares— from 32,602
Change-32,602 (-100%)
Value—
Triton Financial Group Inc
N/A
Shares— from 32,600
Change-32,600 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 32,532
Change-32,532 (-100%)
Value—
St. Nicholas Private Asset Management, Inc
N/A
Shares— from 32,506
Change-32,506 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 32,199
Change-32,199 (-100%)
Value—
Claret Asset Management Corp
N/A
Shares— from 32,161
Change-32,161 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 32,118
Change-32,118 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 32,021
Change-32,021 (-100%)
Value—
ArchPoint Investors
N/A
Shares— from 31,992
Change-31,992 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 31,827
Change-31,827 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 31,763
Change-31,763 (-100%)
Value—
SSA Swiss Advisors AG
N/A
Shares— from 31,747
Change-31,747 (-100%)
Value—
Sharpepoint LLC
N/A
Shares— from 31,739
Change-31,739 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 31,545
Change-31,545 (-100%)
Value—
Richmond Brothers, Inc.
N/A
Shares— from 31,477
Change-31,477 (-100%)
Value—
Landing Point Financial Group, LLC
N/A
Shares— from 31,374
Change-31,374 (-100%)
Value—
American Trust Investment Advisors, LLC
N/A
Shares— from 31,371
Change-31,371 (-100%)
Value—
Red Wave Investments LLC
N/A
Shares— from 31,306
Change-31,306 (-100%)
Value—
Consilio Wealth Advisors, LLC
N/A
Shares— from 31,249
Change-31,249 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 31,211
Change-31,211 (-100%)
Value—
Bayesian Capital Management, LP
N/A
Shares— from 31,200
Change-31,200 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 31,173
Change-31,173 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 31,165
Change-31,165 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 30,881
Change-30,881 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 30,707
Change-30,707 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 30,492
Change-30,492 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 30,428
Change-30,428 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 30,343
Change-30,343 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 30,246
Change-30,246 (-100%)
Value—
Precision Wealth Strategies, LLC
N/A
Shares— from 30,185
Change-30,185 (-100%)
Value—
Vienna Asset Management LLC
N/A
Shares— from 30,152
Change-30,152 (-100%)
Value—
Monetta Financial Services Inc
N/A
Shares— from 30,000
Change-30,000 (-100%)
Value—
Westerly Capital Management, LLC
N/A
Shares— from 30,000
Change-30,000 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 29,923
Change-29,923 (-100%)
Value—
Bannerstone Capital Management, LLC
N/A
Shares— from 29,877
Change-29,877 (-100%)
Value—
Fairbanks Capital Management, Inc.
N/A
Shares— from 29,851
Change-29,851 (-100%)
Value—
Henson-Edgewater Management, LLC
N/A
Shares— from 29,826
Change-29,826 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 29,814
Change-29,814 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 29,786
Change-29,786 (-100%)
Value—
EMC Capital Management
N/A
Shares— from 29,500
Change-29,500 (-100%)
Value—
Riverstone Advisors, LLC
N/A
Shares— from 29,402
Change-29,402 (-100%)
Value—
Steamboat Capital Partners, LLC
N/A
Shares— from 29,345
Change-29,345 (-100%)
Value—
Twin Tree Management, LP
N/A
Shares— from 29,330
Change-29,330 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 29,293
Change-29,293 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 29,225
Change-29,225 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 29,185
Change-29,185 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 29,093
Change-29,093 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 29,083
Change-29,083 (-100%)
Value—
McLaughlin Asset Management, Inc.
N/A
Shares— from 29,079
Change-29,079 (-100%)
Value—
Connective Capital Management, LLC
N/A
Shares— from 29,025
Change-29,025 (-100%)
Value—
Palisades Hudson Asset Management, L.P.
N/A
Shares— from 29,004
Change-29,004 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 28,918
Change-28,918 (-100%)
Value—
Pekao Towarzystwo Funduszy Inwestycyjnych S.A.
N/A
Shares— from 28,897
Change-28,897 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 28,875
Change-28,875 (-100%)
Value—
Concorde Asset Management, LLC
N/A
Shares— from 28,861
Change-28,861 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 28,832
Change-28,832 (-100%)
Value—
Governors Lane LP
N/A
Shares— from 28,800
Change-28,800 (-100%)
Value—
Planning Alternatives LTD
N/A
Shares— from 28,742
Change-28,742 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 28,733
Change-28,733 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 28,335
Change-28,335 (-100%)
Value—
O'Neil Global Advisors, Inc.
N/A
Shares— from 28,270
Change-28,270 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 28,229
Change-28,229 (-100%)
Value—
Platinum Investment Management LTD
N/A
Shares— from 28,191
Change-28,191 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 27,969
Change-27,969 (-100%)
Value—
Peninsula Asset Management Inc
N/A
Shares— from 27,960
Change-27,960 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 27,857
Change-27,857 (-100%)
Value—
Capital & Planning, LLC
N/A
Shares— from 27,853
Change-27,853 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 27,849
Change-27,849 (-100%)
Value—
X-Square Capital, LLC
N/A
Shares— from 27,839
Change-27,839 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 27,837
Change-27,837 (-100%)
Value—
Campbell Capital Management Inc
N/A
Shares— from 27,800
Change-27,800 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 27,720
Change-27,720 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 27,633
Change-27,633 (-100%)
Value—
Aspen Capital Management, LLC
N/A
Shares— from 27,591
Change-27,591 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 27,421
Change-27,421 (-100%)
Value—
Muirfield Wealth Advisors LLC
N/A
Shares— from 27,366
Change-27,366 (-100%)
Value—
Galaxy Digital Capital Management GP LLC
N/A
Shares— from 27,341
Change-27,341 (-100%)
Value—
Neo Ivy Capital Management
N/A
Shares— from 27,208
Change-27,208 (-100%)
Value—
Greenline Wealth Management LLC
N/A
Shares— from 27,131
Change-27,131 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 27,047
Change-27,047 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 27,003
Change-27,003 (-100%)
Value—
Sassicaia Capital Advisers LLC
N/A
Shares— from 27,000
Change-27,000 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 26,912
Change-26,912 (-100%)
Value—
North Dallas Bank & Trust Co
N/A
Shares— from 26,849
Change-26,849 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 26,695
Change-26,695 (-100%)
Value—
Swan Global Investments, LLC
N/A
Shares— from 26,623
Change-26,623 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 26,497
Change-26,497 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 26,433
Change-26,433 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 26,350
Change-26,350 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 26,342
Change-26,342 (-100%)
Value—
Christine Messmer PC
N/A
Shares— from 26,316
Change-26,316 (-100%)
Value—
Capital Markets Trading UK LLP
N/A
Shares— from 26,302
Change-26,302 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 26,298
Change-26,298 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 26,260
Change-26,260 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 26,258
Change-26,258 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 26,188
Change-26,188 (-100%)
Value—
MOR Wealth Management, LLC
N/A
Shares— from 26,110
Change-26,110 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 25,912
Change-25,912 (-100%)
Value—
Tevis Investment Management
N/A
Shares— from 25,800
Change-25,800 (-100%)
Value—
Sonoma Private Wealth LLC
N/A
Shares— from 25,785
Change-25,785 (-100%)
Value—
Whitford Management LLC
N/A
Shares— from 25,720
Change-25,720 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 25,651
Change-25,651 (-100%)
Value—
Omnia Family Wealth, LLC
N/A
Shares— from 25,545
Change-25,545 (-100%)
Value—
Bluebird Wealth Management LLC
N/A
Shares— from 25,536
Change-25,536 (-100%)
Value—
Wealth Advisors of Tampa Bay, LLC
N/A
Shares— from 25,483
Change-25,483 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 25,478
Change-25,478 (-100%)
Value—
Spreng Capital Management, Inc.
N/A
Shares— from 25,364
Change-25,364 (-100%)
Value—
Ninepoint Partners LP
N/A
Shares— from 25,182
Change-25,182 (-100%)
Value—
Longaeva Partners L.P.
N/A
Shares— from 25,155
Change-25,155 (-100%)
Value—
Crawford Investment Counsel Inc
N/A
Shares— from 25,094
Change-25,094 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 25,030
Change-25,030 (-100%)
Value—
Northstar Asset Management Inc
N/A
Shares— from 25,027
Change-25,027 (-100%)
Value—
Sona Asset Management (US) LLC
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
360 Financial, Inc.
N/A
Shares— from 24,975
Change-24,975 (-100%)
Value—
First Washington Corp
N/A
Shares— from 24,927
Change-24,927 (-100%)
Value—
Mars Jewett Financial Group, Inc.
N/A
Shares— from 24,907
Change-24,907 (-100%)
Value—
Investments & Financial Planning, LLC
N/A
Shares— from 24,848
Change-24,848 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 24,839
Change-24,839 (-100%)
Value—
Riverview Capital Advisers, LLC
N/A
Shares— from 24,591
Change-24,591 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 24,566
Change-24,566 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 24,533
Change-24,533 (-100%)
Value—
Stamos Capital Partners, L.P.
N/A
Shares— from 24,528
Change-24,528 (-100%)
Value—
Estate Planners Group, LLC
N/A
Shares— from 24,523
Change-24,523 (-100%)
Value—
Quattro Advisors LLC
N/A
Shares— from 24,423
Change-24,423 (-100%)
Value—
Sykon Capital LLC
N/A
Shares— from 24,257
Change-24,257 (-100%)
Value—
Tailwinds Wealth, LLC
N/A
Shares— from 24,144
Change-24,144 (-100%)
Value—
Samara Investment Management, LLC
N/A
Shares— from 24,121
Change-24,121 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 24,116
Change-24,116 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 24,000
Change-24,000 (-100%)
Value—
RiverPark Advisors, LLC
N/A
Shares— from 23,919
Change-23,919 (-100%)
Value—
Parsonex Advisory Services, Inc.
N/A
Shares— from 23,710
Change-23,710 (-100%)
Value—
Banco de Sabadell, S.a
N/A
Shares— from 23,624
Change-23,624 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 23,521
Change-23,521 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 23,406
Change-23,406 (-100%)
Value—
Bank Hapoalim BM
N/A
Shares— from 23,391
Change-23,391 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 23,352
Change-23,352 (-100%)
Value—
Intrepid Capital Management Inc
N/A
Shares— from 23,274
Change-23,274 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 23,222
Change-23,222 (-100%)
Value—
Permanent Capital Management, LP
N/A
Shares— from 23,070
Change-23,070 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 22,960
Change-22,960 (-100%)
Value—
Adapt Wealth Advisors, LLC
N/A
Shares— from 22,960
Change-22,960 (-100%)
Value—
Eaton-Cambridge Inc.
N/A
Shares— from 22,870
Change-22,870 (-100%)
Value—
JMN Financial LLC
N/A
Shares— from 22,866
Change-22,866 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 22,757
Change-22,757 (-100%)
Value—
Keyvantage Wealth, LLC
N/A
Shares— from 22,752
Change-22,752 (-100%)
Value—
Millington Financial Advisors, LLC
N/A
Shares— from 22,752
Change-22,752 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 22,727
Change-22,727 (-100%)
Value—
Shepherd Wealth Management Ltd Liability Co
N/A
Shares— from 22,647
Change-22,647 (-100%)
Value—
Next Capital Management LLC
N/A
Shares— from 22,614
Change-22,614 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 22,606
Change-22,606 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 22,570
Change-22,570 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 22,565
Change-22,565 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 22,476
Change-22,476 (-100%)
Value—
BW Gestao de Investimentos Ltda.
N/A
Shares— from 22,463
Change-22,463 (-100%)
Value—
AXA S.A.
N/A
Shares— from 22,450
Change-22,450 (-100%)
Value—
Core Alternative Capital
N/A
Shares— from 22,449
Change-22,449 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 22,413
Change-22,413 (-100%)
Value—
Vickerman Investment Advisors, Inc.
N/A
Shares— from 22,369
Change-22,369 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 22,346
Change-22,346 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 22,171
Change-22,171 (-100%)
Value—
Lighthouse Investment Partners, LLC
N/A
Shares— from 22,038
Change-22,038 (-100%)
Value—
Bank of Marin
N/A
Shares— from 22,006
Change-22,006 (-100%)
Value—
Legend Capital Advisors LLC
N/A
Shares— from 21,971
Change-21,971 (-100%)
Value—
Fosun International Ltd
N/A
Shares— from 21,945
Change-21,945 (-100%)
Value—
AXQ Capital, LP
N/A
Shares— from 21,942
Change-21,942 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 21,897
Change-21,897 (-100%)
Value—
Hilltop Wealth Advisors, LLC
N/A
Shares— from 21,820
Change-21,820 (-100%)
Value—
Infrastructure Capital Advisors, LLC
N/A
Shares— from 21,806
Change-21,806 (-100%)
Value—
Rogco, LP
N/A
Shares— from 21,804
Change-21,804 (-100%)
Value—
Drexel Morgan & Co.
N/A
Shares— from 21,800
Change-21,800 (-100%)
Value—
Panoramic Capital Partners, LLC
N/A
Shares— from 21,799
Change-21,799 (-100%)
Value—
HighVista Strategies LLC
N/A
Shares— from 21,792
Change-21,792 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 21,678
Change-21,678 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 21,607
Change-21,607 (-100%)
Value—
Matters Capital LLC
N/A
Shares— from 21,488
Change-21,488 (-100%)
Value—
Militia Capital Management LLC
N/A
Shares— from 21,388
Change-21,388 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 21,254
Change-21,254 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 21,209
Change-21,209 (-100%)
Value—
Norris Financial Group, LLC
N/A
Shares— from 21,157
Change-21,157 (-100%)
Value—
Rothschild Capital Partners, LLC
N/A
Shares— from 21,152
Change-21,152 (-100%)
Value—
Talisman Wealth Advisors LLC
N/A
Shares— from 20,986
Change-20,986 (-100%)
Value—
IAM Advisory, LLC
N/A
Shares— from 20,981
Change-20,981 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 20,956
Change-20,956 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 20,809
Change-20,809 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 20,785
Change-20,785 (-100%)
Value—
Stonebridge Capital Management Inc
N/A
Shares— from 20,757
Change-20,757 (-100%)
Value—
Lathrop Investment Management Co
N/A
Shares— from 20,518
Change-20,518 (-100%)
Value—
Encore Global Management, LP
N/A
Shares— from 20,500
Change-20,500 (-100%)
Value—
Clifford Group, LLC
N/A
Shares— from 20,424
Change-20,424 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 20,409
Change-20,409 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 20,357
Change-20,357 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 20,256
Change-20,256 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 20,170
Change-20,170 (-100%)
Value—
Generation Capital Management LLC
N/A
Shares— from 20,168
Change-20,168 (-100%)
Value—
Warther Private Wealth, LLC
N/A
Shares— from 20,159
Change-20,159 (-100%)
Value—
Aimz Investment Advisors, LLC
N/A
Shares— from 20,113
Change-20,113 (-100%)
Value—
Cedar Wealth Management, LLC
N/A
Shares— from 20,092
Change-20,092 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 20,056
Change-20,056 (-100%)
Value—
TRU Independence Asset Management 2, LLC
N/A
Shares— from 19,974
Change-19,974 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 19,931
Change-19,931 (-100%)
Value—
SSI Investment Management LLC
N/A
Shares— from 19,923
Change-19,923 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 19,894
Change-19,894 (-100%)
Value—
Pine Harbor Wealth Management, LLC
N/A
Shares— from 19,861
Change-19,861 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 19,850
Change-19,850 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 19,754
Change-19,754 (-100%)
Value—
Goepper Burkhardt LLC
N/A
Shares— from 19,664
Change-19,664 (-100%)
Value—
Plotkin Financial Advisors, LLC
N/A
Shares— from 19,647
Change-19,647 (-100%)
Value—
RD Lewis Holdings, Inc.
N/A
Shares— from 19,646
Change-19,646 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 19,641
Change-19,641 (-100%)
Value—
Forefront Analytics, LLC
N/A
Shares— from 19,532
Change-19,532 (-100%)
Value—
Meadowbrook Advisors Group, LLC
N/A
Shares— from 19,449
Change-19,449 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 19,388
Change-19,388 (-100%)
Value—
S Harris Financial Group, LLC
N/A
Shares— from 19,368
Change-19,368 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 19,327
Change-19,327 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 19,303
Change-19,303 (-100%)
Value—
Empire Financial Management Company, LLC
N/A
Shares— from 19,121
Change-19,121 (-100%)
Value—
Retirement Planning Group, LLC / NY
N/A
Shares— from 19,006
Change-19,006 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 19,000
Change-19,000 (-100%)
Value—
United Bank
N/A
Shares— from 18,804
Change-18,804 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 18,797
Change-18,797 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 18,738
Change-18,738 (-100%)
Value—
Bienville Capital Management, LLC
N/A
Shares— from 18,619
Change-18,619 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 18,513
Change-18,513 (-100%)
Value—
Keystone Financial Services, LLC
N/A
Shares— from 18,504
Change-18,504 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 18,466
Change-18,466 (-100%)
Value—
New Insight Wealth Advisors
N/A
Shares— from 18,393
Change-18,393 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 18,386
Change-18,386 (-100%)
Value—
LeClair Wealth Partners LLC
N/A
Shares— from 18,285
Change-18,285 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 18,046
Change-18,046 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 18,009
Change-18,009 (-100%)
Value—
Seldon Capital LP
N/A
Shares— from 17,840
Change-17,840 (-100%)
Value—
Birmingham Capital Management Co Inc
N/A
Shares— from 17,625
Change-17,625 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 17,562
Change-17,562 (-100%)
Value—
Reyl & Cie S.A.
N/A
Shares— from 17,557
Change-17,557 (-100%)
Value—
Smart Money Group LLC
N/A
Shares— from 17,539
Change-17,539 (-100%)
Value—
Estabrook Capital Management
N/A
Shares— from 17,525
Change-17,525 (-100%)
Value—
Drake & Associates, LLC
N/A
Shares— from 17,509
Change-17,509 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 17,428
Change-17,428 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 17,388
Change-17,388 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 17,304
Change-17,304 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 17,279
Change-17,279 (-100%)
Value—
Pinnacle Holdings, LLC
N/A
Shares— from 17,239
Change-17,239 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 17,163
Change-17,163 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 16,979
Change-16,979 (-100%)
Value—
Palmer Knight Co
N/A
Shares— from 16,881
Change-16,881 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 16,820
Change-16,820 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 16,692
Change-16,692 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 16,681
Change-16,681 (-100%)
Value—
Spectrum Investment Advisors, Inc.
N/A
Shares— from 16,672
Change-16,672 (-100%)
Value—
Dark Forest Capital Management LP
N/A
Shares— from 16,595
Change-16,595 (-100%)
Value—
Golden Road Advisors LLC
N/A
Shares— from 16,454
Change-16,454 (-100%)
Value—
Voya Financial Advisors, Inc.
N/A
Shares— from 16,427
Change-16,427 (-100%)
Value—
Severin Investments, LLC
N/A
Shares— from 16,319
Change-16,319 (-100%)
Value—
Corvex Management LPA
N/A
Shares— from 16,250
Change-16,250 (-100%)
Value—
Four Tree Island Advisory LLC
N/A
Shares— from 16,186
Change-16,186 (-100%)
Value—
Snowwater Investment Partners, LLC
N/A
Shares— from 16,125
Change-16,125 (-100%)
Value—
M1 Capital Management LLC
N/A
Shares— from 16,112
Change-16,112 (-100%)
Value—
Byrne Financial Freedom, LLC
N/A
Shares— from 16,005
Change-16,005 (-100%)
Value—
Rather & Kittrell, Inc.
N/A
Shares— from 15,889
Change-15,889 (-100%)
Value—
Laidlaw Wealth Management LLC
N/A
Shares— from 15,860
Change-15,860 (-100%)
Value—
Driehaus Capital Management LLC
N/A
Shares— from 15,853
Change-15,853 (-100%)
Value—
Pinnacle Wealth Management, LLC
N/A
Shares— from 15,840
Change-15,840 (-100%)
Value—
Affinity Investment Advisors, LLC
N/A
Shares— from 15,784
Change-15,784 (-100%)
Value—
Optimize Financial Inc.
N/A
Shares— from 15,705
Change-15,705 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 15,700
Change-15,700 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 15,675
Change-15,675 (-100%)
Value—
Paragon Capital Management LLC
N/A
Shares— from 15,646
Change-15,646 (-100%)
Value—
Barbara Oil Co.
N/A
Shares— from 15,640
Change-15,640 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 15,639
Change-15,639 (-100%)
Value—
Martin & Co Inc
N/A
Shares— from 15,631
Change-15,631 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 15,591
Change-15,591 (-100%)
Value—
Oxford Wealth Group, LLC
N/A
Shares— from 15,521
Change-15,521 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 15,515
Change-15,515 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 15,470
Change-15,470 (-100%)
Value—
Sharp Wealth Advisory, LLC
N/A
Shares— from 15,447
Change-15,447 (-100%)
Value—
FreeGulliver LLC
N/A
Shares— from 15,374
Change-15,374 (-100%)
Value—
Farringdon Capital, Ltd.
N/A
Shares— from 15,369
Change-15,369 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 15,232
Change-15,232 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 15,187
Change-15,187 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 15,184
Change-15,184 (-100%)
Value—
Brandywine Managers, LLC
N/A
Shares— from 15,180
Change-15,180 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 15,148
Change-15,148 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 15,055
Change-15,055 (-100%)
Value—
Presidio Capital Management, LLC
N/A
Shares— from 15,043
Change-15,043 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 15,015
Change-15,015 (-100%)
Value—
SkyView Investment Advisors, LLC
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Tortoise Capital Advisors, L.L.C.
N/A
Shares— from 14,926
Change-14,926 (-100%)
Value—
Banco BTG Pactual S.A.
N/A
Shares— from 14,867
Change-14,867 (-100%)
Value—
Sunflower Bank, N.A.
N/A
Shares— from 14,816
Change-14,816 (-100%)
Value—
Financial Sense Advisors, Inc.
N/A
Shares— from 14,796
Change-14,796 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 14,681
Change-14,681 (-100%)
Value—
Spwm Advisors LLC
N/A
Shares— from 14,653
Change-14,653 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 14,583
Change-14,583 (-100%)
Value—
Indie Asset Partners, LLC
N/A
Shares— from 14,545
Change-14,545 (-100%)
Value—
Dash Acquisitions Inc.
N/A
Shares— from 14,506
Change-14,506 (-100%)
Value—
Odyssean, LLC
N/A
Shares— from 14,488
Change-14,488 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 14,443
Change-14,443 (-100%)
Value—
FMB Wealth Management
N/A
Shares— from 14,350
Change-14,350 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 14,304
Change-14,304 (-100%)
Value—
Signet Private Wealth LLC
N/A
Shares— from 14,285
Change-14,285 (-100%)
Value—
SAM Advisors, LLC
N/A
Shares— from 14,179
Change-14,179 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 14,133
Change-14,133 (-100%)
Value—
Goldstream Capital Management Ltd
N/A
Shares— from 14,129
Change-14,129 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 14,099
Change-14,099 (-100%)
Value—
Hhlr Advisors, Ltd.
N/A
Shares— from 14,054
Change-14,054 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 14,017
Change-14,017 (-100%)
Value—
Park Circle Co
N/A
Shares— from 14,000
Change-14,000 (-100%)
Value—
FirstWave Capital Management LLC
N/A
Shares— from 13,965
Change-13,965 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 13,910
Change-13,910 (-100%)
Value—
FPC Investment Advisory, Inc.
N/A
Shares— from 13,896
Change-13,896 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 13,822
Change-13,822 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 13,794
Change-13,794 (-100%)
Value—
Pacific Point Advisors, LLC
N/A
Shares— from 13,742
Change-13,742 (-100%)
Value—
Holistic Financial Partners
N/A
Shares— from 13,719
Change-13,719 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 13,634
Change-13,634 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 13,608
Change-13,608 (-100%)
Value—
Revere Asset Management, Inc
N/A
Shares— from 13,599
Change-13,599 (-100%)
Value—
RFP Financial Group LLC
N/A
Shares— from 13,559
Change-13,559 (-100%)
Value—
Brave Asset Management Inc
N/A
Shares— from 13,545
Change-13,545 (-100%)
Value—
Fairfield, Bush & Co.
N/A
Shares— from 13,463
Change-13,463 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 13,366
Change-13,366 (-100%)
Value—
WPWealth LLP
N/A
Shares— from 13,193
Change-13,193 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 13,163
Change-13,163 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 13,162
Change-13,162 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 13,130
Change-13,130 (-100%)
Value—
FCA Corp
N/A
Shares— from 13,106
Change-13,106 (-100%)
Value—
Grace & Mercy Foundation, Inc.
N/A
Shares— from 13,000
Change-13,000 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 12,992
Change-12,992 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 12,957
Change-12,957 (-100%)
Value—
McNamara Financial Services, Inc.
N/A
Shares— from 12,957
Change-12,957 (-100%)
Value—
Tolleson Wealth Management, Inc.
N/A
Shares— from 12,710
Change-12,710 (-100%)
Value—
Martin Investment Management, LLC
N/A
Shares— from 12,709
Change-12,709 (-100%)
Value—
Greenland Capital Management LP
N/A
Shares— from 12,672
Change-12,672 (-100%)
Value—
Intellus Advisors LLC
N/A
Shares— from 12,671
Change-12,671 (-100%)
Value—
SaddleRock Capital Management LLC
N/A
Shares— from 12,600
Change-12,600 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 12,577
Change-12,577 (-100%)
Value—
Continental Investors Services, Inc.
N/A
Shares— from 12,532
Change-12,532 (-100%)
Value—
Retirement Capital Strategies
N/A
Shares— from 12,531
Change-12,531 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 12,503
Change-12,503 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 12,498
Change-12,498 (-100%)
Value—
Harris Associates L P
N/A
Shares— from 12,475
Change-12,475 (-100%)
Value—
Beck Mack & Oliver LLC
N/A
Shares— from 12,421
Change-12,421 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 12,400
Change-12,400 (-100%)
Value—
Alan B Lancz & Associates, Inc.
N/A
Shares— from 12,376
Change-12,376 (-100%)
Value—
Henrickson Nauta Wealth Advisors, Inc.
N/A
Shares— from 12,357
Change-12,357 (-100%)
Value—
Investidor Profissional Gestao de Recursos Ltda.
N/A
Shares— from 12,353
Change-12,353 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 12,302
Change-12,302 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 12,270
Change-12,270 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 12,257
Change-12,257 (-100%)
Value—
George Kaiser Family Foundation
N/A
Shares— from 12,204
Change-12,204 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 12,203
Change-12,203 (-100%)
Value—
PeakShares LLC
N/A
Shares— from 12,128
Change-12,128 (-100%)
Value—
SK Wealth Management, LLC
N/A
Shares— from 12,123
Change-12,123 (-100%)
Value—
Northstar Financial Companies, Inc.
N/A
Shares— from 12,081
Change-12,081 (-100%)
Value—
Causey Wealth LLC
N/A
Shares— from 12,064
Change-12,064 (-100%)
Value—
Cadia Private Client LLC
N/A
Shares— from 12,036
Change-12,036 (-100%)
Value—
Somerset Group LLC
N/A
Shares— from 11,971
Change-11,971 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 11,870
Change-11,870 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 11,844
Change-11,844 (-100%)
Value—
Alpine Global Management, LLC
N/A
Shares— from 11,792
Change-11,792 (-100%)
Value—
Mendel Capital Management LLC
N/A
Shares— from 11,594
Change-11,594 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 11,583
Change-11,583 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 11,569
Change-11,569 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 11,549
Change-11,549 (-100%)
Value—
Wallace Advisory Group, LLC
N/A
Shares— from 11,546
Change-11,546 (-100%)
Value—
Unconventional Investor, LLC
N/A
Shares— from 11,485
Change-11,485 (-100%)
Value—
Earnest Partners LLC
N/A
Shares— from 11,476
Change-11,476 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 11,462
Change-11,462 (-100%)
Value—
Diametric Capital, LP
N/A
Shares— from 11,459
Change-11,459 (-100%)
Value—
Pitti Group Wealth Management, LLC
N/A
Shares— from 11,453
Change-11,453 (-100%)
Value—
Bolthouse Investments, LLC
N/A
Shares— from 11,396
Change-11,396 (-100%)
Value—
Houlihan Financial Resource Group, Ltd.
N/A
Shares— from 11,378
Change-11,378 (-100%)
Value—
Portland Investment Counsel Inc.
N/A
Shares— from 11,300
Change-11,300 (-100%)
Value—
Corient IA LP
N/A
Shares— from 11,280
Change-11,280 (-100%)
Value—
Weik Capital Management
N/A
Shares— from 11,252
Change-11,252 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 11,151
Change-11,151 (-100%)
Value—
Rice Hall James & Associates, LLC
N/A
Shares— from 11,111
Change-11,111 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 11,108
Change-11,108 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 11,081
Change-11,081 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 11,079
Change-11,079 (-100%)
Value—
Wealth Watch Advisors, Inc
N/A
Shares— from 11,062
Change-11,062 (-100%)
Value—
Sonoma Allocations LLC
N/A
Shares— from 11,024
Change-11,024 (-100%)
Value—
Leith Wheeler Investment Counsel Ltd.
N/A
Shares— from 11,000
Change-11,000 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 10,976
Change-10,976 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 10,935
Change-10,935 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 10,912
Change-10,912 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 10,867
Change-10,867 (-100%)
Value—
Constant Guidance Financial LLC
N/A
Shares— from 10,860
Change-10,860 (-100%)
Value—
Momentum Wealth Planning, LLC
N/A
Shares— from 10,773
Change-10,773 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 10,768
Change-10,768 (-100%)
Value—
Fischer Investment Strategies, LLC
N/A
Shares— from 10,746
Change-10,746 (-100%)
Value—
Star Financial Bank
N/A
Shares— from 10,687
Change-10,687 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 10,675
Change-10,675 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 10,671
Change-10,671 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 10,648
Change-10,648 (-100%)
Value—
Hill Investment Group Partners, LLC
N/A
Shares— from 10,633
Change-10,633 (-100%)
Value—
E-Wealth Partners, LLC
N/A
Shares— from 10,607
Change-10,607 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 10,596
Change-10,596 (-100%)
Value—
OneAscent Investment Solutions LLC
N/A
Shares— from 10,572
Change-10,572 (-100%)
Value—
Planning Directions Inc
N/A
Shares— from 10,565
Change-10,565 (-100%)
Value—
Widmann Financial Services, Inc.
N/A
Shares— from 10,564
Change-10,564 (-100%)
Value—
Denver Wealth Management, Inc.
N/A
Shares— from 10,549
Change-10,549 (-100%)
Value—
PCB Capital LLC
N/A
Shares— from 10,475
Change-10,475 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 10,465
Change-10,465 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 10,450
Change-10,450 (-100%)
Value—
Summit Wealth & Retirement Planning, Inc.
N/A
Shares— from 10,432
Change-10,432 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 10,375
Change-10,375 (-100%)
Value—
Requisite Capital Management, LLC
N/A
Shares— from 10,370
Change-10,370 (-100%)
Value—
DCM Advisors, LLC
N/A
Shares— from 10,336
Change-10,336 (-100%)
Value—
Dimension Capital Management LLC
N/A
Shares— from 10,325
Change-10,325 (-100%)
Value—
WFA of San Diego, LLC
N/A
Shares— from 10,314
Change-10,314 (-100%)
Value—
Eight 31 Financial, LLC
N/A
Shares— from 10,310
Change-10,310 (-100%)
Value—
Second Half Financial Partners, LLC
N/A
Shares— from 10,257
Change-10,257 (-100%)
Value—
Keynote Financial Services LLC
N/A
Shares— from 10,217
Change-10,217 (-100%)
Value—
Atlas Wealth LLC
N/A
Shares— from 10,210
Change-10,210 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 10,183
Change-10,183 (-100%)
Value—
Grand Alliance Asset Management Ltd
N/A
Shares— from 10,100
Change-10,100 (-100%)
Value—
IFS Group,LLC
N/A
Shares— from 10,100
Change-10,100 (-100%)
Value—
Dividend Assets Capital, LLC
N/A
Shares— from 10,042
Change-10,042 (-100%)
Value—
Veridan Wealth LLC
N/A
Shares— from 10,042
Change-10,042 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 10,031
Change-10,031 (-100%)
Value—
Jackson Wealth Management, LLC
N/A
Shares— from 10,021
Change-10,021 (-100%)
Value—
Easterly Investment Partners LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
44 Wealth Management LLC
N/A
Shares— from 9,991
Change-9,991 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 9,980
Change-9,980 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 9,971
Change-9,971 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 9,945
Change-9,945 (-100%)
Value—
Wealth Advisors of Iowa, LLC
N/A
Shares— from 9,934
Change-9,934 (-100%)
Value—
Mosaic Financial Group, LLC
N/A
Shares— from 9,918
Change-9,918 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 9,884
Change-9,884 (-100%)
Value—
Alexis Investment Partners, LLC
N/A
Shares— from 9,880
Change-9,880 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 9,871
Change-9,871 (-100%)
Value—
Cura Wealth Advisors, LLC
N/A
Shares— from 9,816
Change-9,816 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 9,792
Change-9,792 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 9,760
Change-9,760 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 9,760
Change-9,760 (-100%)
Value—
Planning Center, Inc.
N/A
Shares— from 9,752
Change-9,752 (-100%)
Value—
Whetstone Capital Advisors, LLC
N/A
Shares— from 9,710
Change-9,710 (-100%)
Value—
Maimon Wealth Management Ltd.
N/A
Shares— from 9,680
Change-9,680 (-100%)
Value—
M.D. Sass, LLC
N/A
Shares— from 9,642
Change-9,642 (-100%)
Value—
Horizon Family Wealth, Inc.
N/A
Shares— from 9,597
Change-9,597 (-100%)
Value—
Crescent Park Management, L.P.
N/A
Shares— from 9,518
Change-9,518 (-100%)
Value—
Corus Family Wealth Advisors
N/A
Shares— from 9,458
Change-9,458 (-100%)
Value—
Stance Capital LLC
N/A
Shares— from 9,439
Change-9,439 (-100%)
Value—
Landscape Capital Management, L.L.C.
N/A
Shares— from 9,377
Change-9,377 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 9,370
Change-9,370 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 9,347
Change-9,347 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 9,337
Change-9,337 (-100%)
Value—
Thornburg Investment Management Inc
N/A
Shares— from 9,316
Change-9,316 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 9,301
Change-9,301 (-100%)
Value—
Mizuho Financial Group Inc
N/A
Shares— from 9,285
Change-9,285 (-100%)
Value—
Wealthspan Partners, LLC
N/A
Shares— from 9,249
Change-9,249 (-100%)
Value—
Taylor Hoffman Capital Management LLC
N/A
Shares— from 9,248
Change-9,248 (-100%)
Value—
LWM Advisory Services, LLC
N/A
Shares— from 9,235
Change-9,235 (-100%)
Value—
Pursuit Wealth Strategies, LLC
N/A
Shares— from 9,220
Change-9,220 (-100%)
Value—
Retirement Management Systems Inc.
N/A
Shares— from 9,184
Change-9,184 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 9,067
Change-9,067 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 9,067
Change-9,067 (-100%)
Value—
Nicholson Meyer Capital Management, Inc.
N/A
Shares— from 9,055
Change-9,055 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 9,012
Change-9,012 (-100%)
Value—
Wealth Care LLC
N/A
Shares— from 8,847
Change-8,847 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 8,844
Change-8,844 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 8,795
Change-8,795 (-100%)
Value—
Resolute Capital, LLC
N/A
Shares— from 8,762
Change-8,762 (-100%)
Value—
Midwestern Financial, LLC
N/A
Shares— from 8,712
Change-8,712 (-100%)
Value—
Select Asset Management & Trust
N/A
Shares— from 8,695
Change-8,695 (-100%)
Value—
Beta Wealth Group, Inc.
N/A
Shares— from 8,657
Change-8,657 (-100%)
Value—
Jacobs Equity LLC
N/A
Shares— from 8,650
Change-8,650 (-100%)
Value—
Permanens Capital L.P.
N/A
Shares— from 8,647
Change-8,647 (-100%)
Value—
Genesis Financial Group, LLC
N/A
Shares— from 8,637
Change-8,637 (-100%)
Value—
KDT Advisors, LLC
N/A
Shares— from 8,632
Change-8,632 (-100%)
Value—
Mosaic Advisors LLC
N/A
Shares— from 8,560
Change-8,560 (-100%)
Value—
Alpha Financial Partners LLC
N/A
Shares— from 8,532
Change-8,532 (-100%)
Value—
Qsemble Capital Management, LP
N/A
Shares— from 8,510
Change-8,510 (-100%)
Value—
AlphaGrep UK Ltd
N/A
Shares— from 8,500
Change-8,500 (-100%)
Value—
Fiduciary Wealth Partners, LLC
N/A
Shares— from 8,495
Change-8,495 (-100%)
Value—
Luxor Capital Group, LP
N/A
Shares— from 8,490
Change-8,490 (-100%)
Value—
S&T Bank
N/A
Shares— from 8,454
Change-8,454 (-100%)
Value—
Cannon Wealth Management Services, LLC
N/A
Shares— from 8,350
Change-8,350 (-100%)
Value—
Virtus Investment Advisers, LLC
N/A
Shares— from 8,321
Change-8,321 (-100%)
Value—
Forty-three Eighteen Advisors, LLC
N/A
Shares— from 8,297
Change-8,297 (-100%)
Value—
Seneca House Advisors
N/A
Shares— from 8,282
Change-8,282 (-100%)
Value—
KilterHowling LLC
N/A
Shares— from 8,185
Change-8,185 (-100%)
Value—
Anderson Financial Strategies, LLC
N/A
Shares— from 8,126
Change-8,126 (-100%)
Value—
Bridgefront Capital, LLC
N/A
Shares— from 8,093
Change-8,093 (-100%)
Value—
DF Dent & Co Inc
N/A
Shares— from 8,007
Change-8,007 (-100%)
Value—
Campbell Deegan Wealth Management, LLC
N/A
Shares— from 7,951
Change-7,951 (-100%)
Value—
Coign Capital Advisors LLC
N/A
Shares— from 7,929
Change-7,929 (-100%)
Value—
Gambit Capital Management, LLC
N/A
Shares— from 7,898
Change-7,898 (-100%)
Value—
Prudent Investors Network, Inc.
N/A
Shares— from 7,856
Change-7,856 (-100%)
Value—
Symmetry Investments LP
N/A
Shares— from 7,831
Change-7,831 (-100%)
Value—
Tandem Wealth Advisors LLC
N/A
Shares— from 7,773
Change-7,773 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 7,765
Change-7,765 (-100%)
Value—
WorthPointe, LLC
N/A
Shares— from 7,757
Change-7,757 (-100%)
Value—
Cauble & Harre Wealth Management, Inc.
N/A
Shares— from 7,715
Change-7,715 (-100%)
Value—
Ehrenkranz Partners L.P.
N/A
Shares— from 7,711
Change-7,711 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 7,704
Change-7,704 (-100%)
Value—
Clarion Wealth Managment Partners, LLC
N/A
Shares— from 7,664
Change-7,664 (-100%)
Value—
Argo Wealth Advisory, LLC
N/A
Shares— from 7,646
Change-7,646 (-100%)
Value—
Hurricane Capital Advisors LLC
N/A
Shares— from 7,608
Change-7,608 (-100%)
Value—
Broyhill Asset Management, LLC
N/A
Shares— from 7,600
Change-7,600 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 7,593
Change-7,593 (-100%)
Value—
Private Capital Management, LLC
N/A
Shares— from 7,574
Change-7,574 (-100%)
Value—
Serenus Wealth Advisors, LLC
N/A
Shares— from 7,567
Change-7,567 (-100%)
Value—
Mustico Financial Group, Inc.
N/A
Shares— from 7,547
Change-7,547 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 7,547
Change-7,547 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 7,530
Change-7,530 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 7,515
Change-7,515 (-100%)
Value—
Beckerman Institutional, LLC
N/A
Shares— from 7,509
Change-7,509 (-100%)
Value—
Intrepid Financial Planning Group LLC
N/A
Shares— from 7,507
Change-7,507 (-100%)
Value—
Valtrion Capital Management, LLC
N/A
Shares— from 7,487
Change-7,487 (-100%)
Value—
Allie Family Office LLC
N/A
Shares— from 7,391
Change-7,391 (-100%)
Value—
Palogic Value Management, L.P.
N/A
Shares— from 7,330
Change-7,330 (-100%)
Value—
Palouse Capital Management, Inc.
N/A
Shares— from 7,298
Change-7,298 (-100%)
Value—
Beacon Bridge Wealth Partners, LLC
N/A
Shares— from 7,270
Change-7,270 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 7,234
Change-7,234 (-100%)
Value—
Lafayette Investments, Inc.
N/A
Shares— from 7,221
Change-7,221 (-100%)
Value—
Colter Lewis Investment Partners LLC
N/A
Shares— from 7,194
Change-7,194 (-100%)
Value—
Zuckerman Investment Group, LLC
N/A
Shares— from 7,182
Change-7,182 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 7,147
Change-7,147 (-100%)
Value—
Aster Capital Management (Difc) Ltd
N/A
Shares— from 7,146
Change-7,146 (-100%)
Value—
NerdWallet Wealth Partners, LLC
N/A
Shares— from 7,116
Change-7,116 (-100%)
Value—
RiverGlades Family Offices LLC
N/A
Shares— from 7,067
Change-7,067 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 7,043
Change-7,043 (-100%)
Value—
Bravias Capital Group, LLC
N/A
Shares— from 7,017
Change-7,017 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 6,965
Change-6,965 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 6,920
Change-6,920 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 6,899
Change-6,899 (-100%)
Value—
Lowery Thomas, LLC
N/A
Shares— from 6,896
Change-6,896 (-100%)
Value—
Avant Capital LLC
N/A
Shares— from 6,854
Change-6,854 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 6,844
Change-6,844 (-100%)
Value—
Objectivity Squared, LLC
N/A
Shares— from 6,836
Change-6,836 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 6,834
Change-6,834 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 6,788
Change-6,788 (-100%)
Value—
Financial Plan, Inc.
N/A
Shares— from 6,725
Change-6,725 (-100%)
Value—
Perissos Private Wealth Management, LLC
N/A
Shares— from 6,620
Change-6,620 (-100%)
Value—
Orcam Financial Group
N/A
Shares— from 6,587
Change-6,587 (-100%)
Value—
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A
Shares— from 6,573
Change-6,573 (-100%)
Value—
MorganRosel Wealth Management, LLC
N/A
Shares— from 6,521
Change-6,521 (-100%)
Value—
Seven Springs Wealth Group, LLC
N/A
Shares— from 6,512
Change-6,512 (-100%)
Value—
RBO & Co LLC
N/A
Shares— from 6,470
Change-6,470 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 6,464
Change-6,464 (-100%)
Value—
Entelevest, LLC
N/A
Shares— from 6,355
Change-6,355 (-100%)
Value—
Dover Advisors, LLC
N/A
Shares— from 6,317
Change-6,317 (-100%)
Value—
Custos Family Office, LLC
N/A
Shares— from 6,296
Change-6,296 (-100%)
Value—
Cornerstone Financial Group, LLC
N/A
Shares— from 6,240
Change-6,240 (-100%)
Value—
Rodgers Brothers Inc.
N/A
Shares— from 6,200
Change-6,200 (-100%)
Value—
Blue Edge Capital, LLC
N/A
Shares— from 6,177
Change-6,177 (-100%)
Value—
Waterford Advisors, LLC
N/A
Shares— from 6,155
Change-6,155 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 6,150
Change-6,150 (-100%)
Value—
Front Street Capital Management, Inc.
N/A
Shares— from 6,078
Change-6,078 (-100%)
Value—
Edentree Asset Management Ltd
N/A
Shares— from 6,050
Change-6,050 (-100%)
Value—
Copley Financial Group, Inc.
N/A
Shares— from 6,046
Change-6,046 (-100%)
Value—
Harbour Investment Management LLC
N/A
Shares— from 6,016
Change-6,016 (-100%)
Value—
Oasis Management Co Ltd.A
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
Bramshill Investments, LLC
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
HC Advisors, LLC
N/A
Shares— from 5,980
Change-5,980 (-100%)
Value—
McGowan Group Asset Management, Inc.
N/A
Shares— from 5,948
Change-5,948 (-100%)
Value—
CSS LLC
N/A
Shares— from 5,946
Change-5,946 (-100%)
Value—
Rwwm, Inc.
N/A
Shares— from 5,919
Change-5,919 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 5,918
Change-5,918 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 5,885
Change-5,885 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 5,807
Change-5,807 (-100%)
Value—
Gentry Private Wealth, LLC
N/A
Shares— from 5,698
Change-5,698 (-100%)
Value—
CMT Capital Markets Trading GmbH
N/A
Shares— from 5,650
Change-5,650 (-100%)
Value—
Central Asset Investments & Management Holdings (HK) Ltd
N/A
Shares— from 5,626
Change-5,626 (-100%)
Value—
Icon Advisers Inc
N/A
Shares— from 5,600
Change-5,600 (-100%)
Value—
Atlantic Family Wealth, LLC
N/A
Shares— from 5,587
Change-5,587 (-100%)
Value—
Paradiem, LLC
N/A
Shares— from 5,560
Change-5,560 (-100%)
Value—
Delta Accumulation, LLC
N/A
Shares— from 5,547
Change-5,547 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 5,535
Change-5,535 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 5,504
Change-5,504 (-100%)
Value—
Eschler Asset Management LLP
N/A
Shares— from 5,478
Change-5,478 (-100%)
Value—
Schrum Private Wealth Management LLC
N/A
Shares— from 5,477
Change-5,477 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 5,462
Change-5,462 (-100%)
Value—
CarsonAllaria Wealth Management, Ltd.
N/A
Shares— from 5,451
Change-5,451 (-100%)
Value—
Fi3 Financial Advisors, LLC
N/A
Shares— from 5,449
Change-5,449 (-100%)
Value—
Brogan Financial, Inc.
N/A
Shares— from 5,411
Change-5,411 (-100%)
Value—
Compass Advisory Group LLC
N/A
Shares— from 5,402
Change-5,402 (-100%)
Value—
Prepared Retirement Institute LLC
N/A
Shares— from 5,373
Change-5,373 (-100%)
Value—
Markin Asset Management, LP
N/A
Shares— from 5,370
Change-5,370 (-100%)
Value—
J.E. Simmons & Co., P.C.
N/A
Shares— from 5,351
Change-5,351 (-100%)
Value—
Steelhead Wealth Management LLC
N/A
Shares— from 5,300
Change-5,300 (-100%)
Value—
Ruggaard & Associates LLC
N/A
Shares— from 5,227
Change-5,227 (-100%)
Value—
Dynamic Technology Lab Private Ltd
N/A
Shares— from 5,159
Change-5,159 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 5,151
Change-5,151 (-100%)
Value—
Cadence Wealth Management LLC
N/A
Shares— from 5,108
Change-5,108 (-100%)
Value—
Capital Counsel LLC
N/A
Shares— from 5,102
Change-5,102 (-100%)
Value—
Steadtrust LLC
N/A
Shares— from 5,074
Change-5,074 (-100%)
Value—
OV Management LLC
N/A
Shares— from 5,064
Change-5,064 (-100%)
Value—
Gallo Partners, LP
N/A
Shares— from 5,041
Change-5,041 (-100%)
Value—
Tencap Wealth Coaching, LLC
N/A
Shares— from 5,032
Change-5,032 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 5,025
Change-5,025 (-100%)
Value—
Brightwater Advisory LLC
N/A
Shares— from 5,023
Change-5,023 (-100%)
Value—
Corsair Capital Management, L.P.
N/A
Shares— from 5,001
Change-5,001 (-100%)
Value—
Ardmore Road Asset Management LP
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Bawa N Mallick Trust
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.
N/A
Shares— from 4,982
Change-4,982 (-100%)
Value—
Estate Counselors, LLC
N/A
Shares— from 4,960
Change-4,960 (-100%)
Value—
Ciovacco Capital Management LLC
N/A
Shares— from 4,937
Change-4,937 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 4,931
Change-4,931 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 4,903
Change-4,903 (-100%)
Value—
Arbor Trust Wealth Advisors, LLC
N/A
Shares— from 4,884
Change-4,884 (-100%)
Value—
Moment Partners, LLC
N/A
Shares— from 4,874
Change-4,874 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 4,866
Change-4,866 (-100%)
Value—
TriCert Investment Counsel Inc.
N/A
Shares— from 4,808
Change-4,808 (-100%)
Value—
Significant Wealth Partners LLC
N/A
Shares— from 4,751
Change-4,751 (-100%)
Value—
Stephens Investment Management Group LLC
N/A
Shares— from 4,731
Change-4,731 (-100%)
Value—
Miller Investment Management, LP
N/A
Shares— from 4,717
Change-4,717 (-100%)
Value—
Swisher Financial Concepts, Inc.
N/A
Shares— from 4,683
Change-4,683 (-100%)
Value—
Daner Wealth Management, LLC
N/A
Shares— from 4,669
Change-4,669 (-100%)
Value—
Wexford Capital LP
N/A
Shares— from 4,666
Change-4,666 (-100%)
Value—
Chatterton & Associates Inc.
N/A
Shares— from 4,646
Change-4,646 (-100%)
Value—
Resolute Advisors LLC
N/A
Shares— from 4,644
Change-4,644 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 4,629
Change-4,629 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 4,586
Change-4,586 (-100%)
Value—
TrueWealth Financial Partners
N/A
Shares— from 4,511
Change-4,511 (-100%)
Value—
Game Creek Capital, LP
N/A
Shares— from 4,500
Change-4,500 (-100%)
Value—
New Vernon Investment Management LLC
N/A
Shares— from 4,484
Change-4,484 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 4,457
Change-4,457 (-100%)
Value—
Viaable, LLC
N/A
Shares— from 4,422
Change-4,422 (-100%)
Value—
FFT Wealth Management LLC
N/A
Shares— from 4,402
Change-4,402 (-100%)
Value—
Caldwell Investment Management Ltd.
N/A
Shares— from 4,400
Change-4,400 (-100%)
Value—
Potomac Fund Management Inc
N/A
Shares— from 4,399
Change-4,399 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 4,375
Change-4,375 (-100%)
Value—
Port Capital LLC
N/A
Shares— from 4,359
Change-4,359 (-100%)
Value—
Galaxy Digital Inc.
N/A
Shares— from 4,350
Change-4,350 (-100%)
Value—
Bantamac Capital, LLC
N/A
Shares— from 4,325
Change-4,325 (-100%)
Value—
Kirkwood Financial Services
N/A
Shares— from 4,317
Change-4,317 (-100%)
Value—
Kropog Financial Group, LLC
N/A
Shares— from 4,309
Change-4,309 (-100%)
Value—
Winthrop Partners - WNY, LLC
N/A
Shares— from 4,270
Change-4,270 (-100%)
Value—
Berry Wealth Group, LP
N/A
Shares— from 4,223
Change-4,223 (-100%)
Value—
Fieldview Capital Management, LLC
N/A
Shares— from 4,210
Change-4,210 (-100%)
Value—
Beacon Investment Advisors LLC
N/A
Shares— from 4,180
Change-4,180 (-100%)
Value—
Crestmont Private Wealth LLC
N/A
Shares— from 4,156
Change-4,156 (-100%)
Value—
Arcus Capital Partners, LLC
N/A
Shares— from 4,115
Change-4,115 (-100%)
Value—
Chicago Wealth Management, Inc.
N/A
Shares— from 4,082
Change-4,082 (-100%)
Value—
Wills Financial Group LLC
N/A
Shares— from 4,078
Change-4,078 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 4,077
Change-4,077 (-100%)
Value—
Balanced Rock Investment Advisors LLC
N/A
Shares— from 4,073
Change-4,073 (-100%)
Value—
Resolute Wealth Advisor, Inc.
N/A
Shares— from 4,051
Change-4,051 (-100%)
Value—
Capasso Planning Partners LLC
N/A
Shares— from 4,032
Change-4,032 (-100%)
Value—
De Lisle Partners LLP
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Tandem Financial, LLC
N/A
Shares— from 3,935
Change-3,935 (-100%)
Value—
Fora Capital, LLC
N/A
Shares— from 3,922
Change-3,922 (-100%)
Value—
Paul R. Ried Financial Group, LLC
N/A
Shares— from 3,891
Change-3,891 (-100%)
Value—
Kiker Wealth Management, LLC
N/A
Shares— from 3,860
Change-3,860 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 3,849
Change-3,849 (-100%)
Value—
Chico Wealth RIA
N/A
Shares— from 3,821
Change-3,821 (-100%)
Value—
Independent Family Office, LLC
N/A
Shares— from 3,820
Change-3,820 (-100%)
Value—
Traction Financial Partners, LLC
N/A
Shares— from 3,791
Change-3,791 (-100%)
Value—
HTG Investment Advisors, Inc.
N/A
Shares— from 3,781
Change-3,781 (-100%)
Value—
BHK Investment Advisors, LLC
N/A
Shares— from 3,708
Change-3,708 (-100%)
Value—
Okabena Investment Services Inc
N/A
Shares— from 3,696
Change-3,696 (-100%)
Value—
Steffes Financial, Ltd.
N/A
Shares— from 3,674
Change-3,674 (-100%)
Value—
Tower Wealth Partners, Inc.
N/A
Shares— from 3,626
Change-3,626 (-100%)
Value—
Sanchez Levi Garrett
N/A
Shares— from 3,604
Change-3,604 (-100%)
Value—
Perspective Wealth Advisors LLC
N/A
Shares— from 3,599
Change-3,599 (-100%)
Value—
Professional Financial Solutions LLC
N/A
Shares— from 3,579
Change-3,579 (-100%)
Value—
Geometric Wealth Advisors
N/A
Shares— from 3,577
Change-3,577 (-100%)
Value—
WealthTrak Capital Management LLC
N/A
Shares— from 3,575
Change-3,575 (-100%)
Value—
Causeway Capital Management LLC
N/A
Shares— from 3,567
Change-3,567 (-100%)
Value—
Lombard Odier Asset Management (USA) Corp
N/A
Shares— from 3,546
Change-3,546 (-100%)
Value—
Envision Financial Transparency, LLC
N/A
Shares— from 3,518
Change-3,518 (-100%)
Value—
Ionic Capital Management LLC
N/A
Shares— from 3,518
Change-3,518 (-100%)
Value—
Spark Investment Management LLC
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
Charter Research & Investment Group, Inc.
N/A
Shares— from 3,470
Change-3,470 (-100%)
Value—
Financial Strategies Group, Inc.
N/A
Shares— from 3,425
Change-3,425 (-100%)
Value—
Dopkins Wealth Management, LLC
N/A
Shares— from 3,424
Change-3,424 (-100%)
Value—
Ark Wealth Advisors LLC
N/A
Shares— from 3,417
Change-3,417 (-100%)
Value—
Dodge & COX
N/A
Shares— from 3,400
Change-3,400 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 3,383
Change-3,383 (-100%)
Value—
Claris Advisors, LLC / MO /
N/A
Shares— from 3,342
Change-3,342 (-100%)
Value—
Markin Volterra Fund LP
N/A
Shares— from 3,323
Change-3,323 (-100%)
Value—
Heron Bay Capital Management
N/A
Shares— from 3,309
Change-3,309 (-100%)
Value—
Ridge Creek Global, Inc
N/A
Shares— from 3,255
Change-3,255 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 3,251
Change-3,251 (-100%)
Value—
a16z Perennial Management, L.P.
N/A
Shares— from 3,200
Change-3,200 (-100%)
Value—
Financial Alternatives, Inc
N/A
Shares— from 3,192
Change-3,192 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 3,191
Change-3,191 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 3,188
Change-3,188 (-100%)
Value—
Authentikos Wealth Advisory, LLC
N/A
Shares— from 3,158
Change-3,158 (-100%)
Value—
Aurdan Capital Management, LLC
N/A
Shares— from 3,155
Change-3,155 (-100%)
Value—
Core Capital Management & Research, inc.
N/A
Shares— from 3,138
Change-3,138 (-100%)
Value—
Innovator Capital Management, LLC
N/A
Shares— from 3,123
Change-3,123 (-100%)
Value—
Auxier Asset Management LLC
N/A
Shares— from 3,121
Change-3,121 (-100%)
Value—
Orographic Financial Advisors, LLC
N/A
Shares— from 3,103
Change-3,103 (-100%)
Value—
Shared Vision Wealth Group LLC
N/A
Shares— from 3,090
Change-3,090 (-100%)
Value—
Campion Asset Management
N/A
Shares— from 3,075
Change-3,075 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 3,027
Change-3,027 (-100%)
Value—
VPR Management LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Wilmar Advisors LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
HFG Advisors, Inc.
N/A
Shares— from 2,980
Change-2,980 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 2,950
Change-2,950 (-100%)
Value—
PMG Wealth Management, Inc.
N/A
Shares— from 2,910
Change-2,910 (-100%)
Value—
Twin City Private Wealth, LLC
N/A
Shares— from 2,877
Change-2,877 (-100%)
Value—
Hirtle & Co., LLC
N/A
Shares— from 2,837
Change-2,837 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 2,836
Change-2,836 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 2,783
Change-2,783 (-100%)
Value—
Harbour Wealth Management Group, Inc.
N/A
Shares— from 2,771
Change-2,771 (-100%)
Value—
Boulder Wealth Advisors, LLC
N/A
Shares— from 2,768
Change-2,768 (-100%)
Value—
Verdad Advisers, LP
N/A
Shares— from 2,735
Change-2,735 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 2,688
Change-2,688 (-100%)
Value—
Odyssey Group, LLC
N/A
Shares— from 2,681
Change-2,681 (-100%)
Value—
Valley Financial Group, Inc.
N/A
Shares— from 2,677
Change-2,677 (-100%)
Value—
Brooks, Moore & Associates, Inc.
N/A
Shares— from 2,643
Change-2,643 (-100%)
Value—
Reliant Wealth Planning
N/A
Shares— from 2,641
Change-2,641 (-100%)
Value—
KEB Asset Management, LLC
N/A
Shares— from 2,637
Change-2,637 (-100%)
Value—
MA Private Wealth
N/A
Shares— from 2,635
Change-2,635 (-100%)
Value—
Mane Global Capital Management LP
N/A
Shares— from 2,589
Change-2,589 (-100%)
Value—
Athena Investment Management
N/A
Shares— from 2,536
Change-2,536 (-100%)
Value—
Harvest Management LLC
N/A
Shares— from 2,533
Change-2,533 (-100%)
Value—
Forum Private Client Group LLC
N/A
Shares— from 2,521
Change-2,521 (-100%)
Value—
IF Advisors, LLC
N/A
Shares— from 2,484
Change-2,484 (-100%)
Value—
Investment Advisory Services Group LLC
N/A
Shares— from 2,483
Change-2,483 (-100%)
Value—
Pingora Partners LLC
N/A
Shares— from 2,475
Change-2,475 (-100%)
Value—
Safe Harbor Fiduciary, LLC
N/A
Shares— from 2,462
Change-2,462 (-100%)
Value—
FOX RUN Management, L.L.C.
N/A
Shares— from 2,431
Change-2,431 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 2,430
Change-2,430 (-100%)
Value—
Optimus Capital Advisors, LLC
N/A
Shares— from 2,418
Change-2,418 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 2,415
Change-2,415 (-100%)
Value—
BTS Asset Management, Inc.
N/A
Shares— from 2,415
Change-2,415 (-100%)
Value—
Vigil Wealth Management, LLC
N/A
Shares— from 2,413
Change-2,413 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 2,389
Change-2,389 (-100%)
Value—
American Asset Management Inc.
N/A
Shares— from 2,365
Change-2,365 (-100%)
Value—
Aspire Growth Partners LLC
N/A
Shares— from 2,353
Change-2,353 (-100%)
Value—
Pura Vida Investments, LLC
N/A
Shares— from 2,300
Change-2,300 (-100%)
Value—
Bitterroot Capital Advisors LLC
N/A
Shares— from 2,279
Change-2,279 (-100%)
Value—
Curio Wealth, LLC
N/A
Shares— from 2,268
Change-2,268 (-100%)
Value—
Gabelli & Co Investment Advisers, Inc.
N/A
Shares— from 2,250
Change-2,250 (-100%)
Value—
BlueSpruce Investments, LP
N/A
Shares— from 2,228
Change-2,228 (-100%)
Value—
Schiavi & Co LLC
N/A
Shares— from 2,201
Change-2,201 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 2,185
Change-2,185 (-100%)
Value—
Evoke Wealth, LLC
N/A
Shares— from 2,177
Change-2,177 (-100%)
Value—
Prairieview Wealth Partners, LLC
N/A
Shares— from 2,166
Change-2,166 (-100%)
Value—
Joule Financial, LLC
N/A
Shares— from 2,160
Change-2,160 (-100%)
Value—
Daniel Investment Group, Inc.
N/A
Shares— from 2,158
Change-2,158 (-100%)
Value—
Pinpoint Asset Management (Singapore) Pte. Ltd.
N/A
Shares— from 2,118
Change-2,118 (-100%)
Value—
Sandhill Capital Partners LLC
N/A
Shares— from 2,089
Change-2,089 (-100%)
Value—
Blueshift Asset Management, LLC
N/A
Shares— from 2,077
Change-2,077 (-100%)
Value—
Massachusetts Institute of Technology
N/A
Shares— from 2,072
Change-2,072 (-100%)
Value—
Dravo BAY LLC
N/A
Shares— from 2,058
Change-2,058 (-100%)
Value—
Davis Wealth Advisors, LLC
N/A
Shares— from 2,057
Change-2,057 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 2,008
Change-2,008 (-100%)
Value—
Standard Family Office LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Diamant Asset Management, Inc.
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Buckland Partners Management Co LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Comprehensive Financial Management LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Fortis Advisors, LLC
N/A
Shares— from 1,994
Change-1,994 (-100%)
Value—
Clarkston Capital Partners, LLC
N/A
Shares— from 1,990
Change-1,990 (-100%)
Value—
Cassady Wealth & Retirement Planning, LLC
N/A
Shares— from 1,972
Change-1,972 (-100%)
Value—
Wealth Management Strategies, Inc.
N/A
Shares— from 1,944
Change-1,944 (-100%)
Value—
Orleans Capital Management Corp
N/A
Shares— from 1,930
Change-1,930 (-100%)
Value—
Evergreen Wealth Partners LLC
N/A
Shares— from 1,871
Change-1,871 (-100%)
Value—
Ironvine Capital Partners, LLC
N/A
Shares— from 1,869
Change-1,869 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 1,848
Change-1,848 (-100%)
Value—
Hershey Financial Advisers, LLC
N/A
Shares— from 1,834
Change-1,834 (-100%)
Value—
Painted Porch Advisors LLC
N/A
Shares— from 1,820
Change-1,820 (-100%)
Value—
Silver Coast Investments LLC
N/A
Shares— from 1,815
Change-1,815 (-100%)
Value—
Mrwm Advisors, LLC
N/A
Shares— from 1,810
Change-1,810 (-100%)
Value—
Premier Private Wealth Management LLC
N/A
Shares— from 1,803
Change-1,803 (-100%)
Value—
Stembrook Asset Management, LLC
N/A
Shares— from 1,797
Change-1,797 (-100%)
Value—
Plum Street Advisors, LLC
N/A
Shares— from 1,789
Change-1,789 (-100%)
Value—
DiPaolo Financial Group, Inc.
N/A
Shares— from 1,783
Change-1,783 (-100%)
Value—
Stillwater Private Wealth, LLC
N/A
Shares— from 1,751
Change-1,751 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 1,740
Change-1,740 (-100%)
Value—
Riverview Trust Co
N/A
Shares— from 1,740
Change-1,740 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 1,721
Change-1,721 (-100%)
Value—
DV Equities, LLC
N/A
Shares— from 1,686
Change-1,686 (-100%)
Value—
Vistica Wealth Advisors, LLC
N/A
Shares— from 1,628
Change-1,628 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
Three Cord True Wealth Management, LLC
N/A
Shares— from 1,599
Change-1,599 (-100%)
Value—
Graybill Wealth Management, Ltd.
N/A
Shares— from 1,579
Change-1,579 (-100%)
Value—
Northwest Quadrant Wealth Management, LLC
N/A
Shares— from 1,547
Change-1,547 (-100%)
Value—
Lumbard & Kellner, LLC
N/A
Shares— from 1,539
Change-1,539 (-100%)
Value—
Genesis Wealth Advisors, LLC
N/A
Shares— from 1,535
Change-1,535 (-100%)
Value—
ArrowMark Colorado Holdings LLC
N/A
Shares— from 1,532
Change-1,532 (-100%)
Value—
Platform Wealth Management, LLC
N/A
Shares— from 1,528
Change-1,528 (-100%)
Value—
Sheridan Capital Management, LLC
N/A
Shares— from 1,526
Change-1,526 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 1,505
Change-1,505 (-100%)
Value—
Trailhead Planners LLC
N/A
Shares— from 1,499
Change-1,499 (-100%)
Value—
VAN DEN Berg Management I, Inc
N/A
Shares— from 1,485
Change-1,485 (-100%)
Value—
Strategic Financial Partners, Ltd.
N/A
Shares— from 1,415
Change-1,415 (-100%)
Value—
Winning Points Advisors, LLC
N/A
Shares— from 1,401
Change-1,401 (-100%)
Value—
Sherwood Financial Partners, LLC
N/A
Shares— from 1,389
Change-1,389 (-100%)
Value—
RIK Saylor Financial, Inc.
N/A
Shares— from 1,388
Change-1,388 (-100%)
Value—
Wilson & Boucher Capital Management, LLC
N/A
Shares— from 1,385
Change-1,385 (-100%)
Value—
Cedrus Wealth Group LLC
N/A
Shares— from 1,367
Change-1,367 (-100%)
Value—
Mittelman Wealth Management
N/A
Shares— from 1,353
Change-1,353 (-100%)
Value—
Trustco Bank Corp N Y
N/A
Shares— from 1,347
Change-1,347 (-100%)
Value—
Heartland Advisors Inc
N/A
Shares— from 1,330
Change-1,330 (-100%)
Value—
1492 Capital Management LLC
N/A
Shares— from 1,330
Change-1,330 (-100%)
Value—
ATLas Financial Planning LLC
N/A
Shares— from 1,314
Change-1,314 (-100%)
Value—
XP Advisory US, Inc.
N/A
Shares— from 1,312
Change-1,312 (-100%)
Value—
Dixon Mitchell Investment Counsel Inc.
N/A
Shares— from 1,308
Change-1,308 (-100%)
Value—
LGL Partners, LLC
N/A
Shares— from 1,291
Change-1,291 (-100%)
Value—
Arcadia Wealth Management, Inc.
N/A
Shares— from 1,291
Change-1,291 (-100%)
Value—
Oxford Asset Management LLP
N/A
Shares— from 1,290
Change-1,290 (-100%)
Value—
Knott David M Jr
N/A
Shares— from 1,280
Change-1,280 (-100%)
Value—
Turim 21 Investimentos Ltda.
N/A
Shares— from 1,268
Change-1,268 (-100%)
Value—
Tumwater Wealth Management, LLC
N/A
Shares— from 1,262
Change-1,262 (-100%)
Value—
Ruedi Wealth Management, Inc.
N/A
Shares— from 1,243
Change-1,243 (-100%)
Value—
Legacy PCG, LLC
N/A
Shares— from 1,230
Change-1,230 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 1,220
Change-1,220 (-100%)
Value—
CMC Financial Group
N/A
Shares— from 1,190
Change-1,190 (-100%)
Value—
Great OAK Capital Partners, LLC
N/A
Shares— from 1,184
Change-1,184 (-100%)
Value—
One Wealth Map LLC
N/A
Shares— from 1,182
Change-1,182 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 1,143
Change-1,143 (-100%)
Value—
von Borstel & Associates, Inc.
N/A
Shares— from 1,112
Change-1,112 (-100%)
Value—
Adalta Capital Management LLC
N/A
Shares— from 1,111
Change-1,111 (-100%)
Value—
Summitpoint Capital Management
N/A
Shares— from 1,095
Change-1,095 (-100%)
Value—
Ascension Capital Advisors, Inc.
N/A
Shares— from 1,093
Change-1,093 (-100%)
Value—
Balanced Wealth Group LLC
N/A
Shares— from 1,092
Change-1,092 (-100%)
Value—
America First Investment Advisors, LLC
N/A
Shares— from 1,065
Change-1,065 (-100%)
Value—
Note Advisors, LLC
N/A
Shares— from 1,060
Change-1,060 (-100%)
Value—
FLP Wealth Management, LLC
N/A
Shares— from 1,059
Change-1,059 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 1,055
Change-1,055 (-100%)
Value—
Larch Capital Partners LLC
N/A
Shares— from 1,050
Change-1,050 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 1,035
Change-1,035 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 1,032
Change-1,032 (-100%)
Value—
Ashford Capital Management Inc
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
One68 Global Capital, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Unio Capital LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Birnam Oak Advisors, LP
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Morrissey Wealth Management, LLC
N/A
Shares— from 977
Change-977 (-100%)
Value—
Quarry LP
N/A
Shares— from 957
Change-957 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 868
Change-868 (-100%)
Value—
Ecofi Investissements SA
N/A
Shares— from 850
Change-850 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 848
Change-848 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 835
Change-835 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 762
Change-762 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 758
Change-758 (-100%)
Value—
IQ EQ Fund Management (Singapore) Private Ltd
N/A
Shares— from 650
Change-650 (-100%)
Value—
NI Acquisitions Company, LLC
N/A
Shares— from 636
Change-636 (-100%)
Value—
Tacita Capital Inc
N/A
Shares— from 614
Change-614 (-100%)
Value—
WHI Trust Co LLC
N/A
Shares— from 599
Change-599 (-100%)
Value—
Persistent Asset Partners Ltd
N/A
Shares— from 545
Change-545 (-100%)
Value—
Elkhorn Partners Limited Partnership
N/A
Shares— from 420
Change-420 (-100%)
Value—
Bellevue Group AG
N/A
Shares— from 408
Change-408 (-100%)
Value—
ABS Investment Management LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 362
Change-362 (-100%)
Value—
Bard Associates Inc
N/A
Shares— from 269
Change-269 (-100%)
Value—
Teachers Insurance & Annuity Association of America
N/A
Shares— from 250
Change-250 (-100%)
Value—
Ross\johnson & Associates LLC
N/A
Shares— from 241
Change-241 (-100%)
Value—
Longfellow Investment Management Co LLC
N/A
Shares— from 170
Change-170 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 150
Change-150 (-100%)
Value—
Battery Global Advisors, LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Broadwater Capital Management LLC
N/A
Shares— from 120
Change-120 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 110
Change-110 (-100%)
Value—
Ravenstone Capital Management Inc.
N/A
Shares— from 86
Change-86 (-100%)
Value—
Conquis Financial LLC
N/A
Shares— from 75
Change-75 (-100%)
Value—
Davis Asset Management, L.P.
N/A
Shares— from 45
Change-45 (-100%)
Value—
Berkshire Capital Holdings Inc
N/A
Shares— from 10
Change-10 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 0
Change0
Value—
Status
Geode Capital Management, LLC
INCREASED613,740,577606,216,492+7,524,085+1%$121.0B$139.8B+$18.8B2026-11-06
Bank of New York Mellon Corp
DECREASED150,056,016152,177,494-2,121,478-1%$30.4B$34.3B+$3.8B2026-11-05
Amundi
DECREASED122,280,020129,523,550-7,243,530-6%$25.9B$27.9B+$2.0B2026-11-06
Dimensional Fund Advisors LP
DECREASED93,916,64694,848,148-931,502-1%$19.0B$21.4B+$2.5B2026-11-04
Fisher Asset Management, LLC
INCREASED92,832,14590,935,947+1,896,198+2%$18.2B$21.2B+$3.0B2026-11-06
Deutsche Bank Ag\
DECREASED91,461,80391,954,159-492,356-1%$18.4B$20.9B+$2.5B2026-11-06
Barclays PLC
INCREASED73,401,77860,797,970+12,603,808+21%$12.2B$16.8B+$4.6B2026-11-06
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED62,624,75459,298,961+3,325,793+6%$11.9B$14.3B+$2.4B2026-11-05
Sumitomo Mitsui Trust Group, Inc.
DECREASED56,536,09358,522,212-1,986,119-3%$11.7B$12.9B+$1.2B2026-10-29
Bank of Montreal
INCREASED54,197,99450,415,330+3,782,664+8%$10.1B$12.4B+$2.3B2026-11-09
Citigroup Inc
DECREASED53,424,81561,302,267-7,877,452-13%$12.3B$12.2B-$64.8M2026-11-04
Swedbank AB
DECREASED43,174,41643,524,689-350,273-1%$8.7B$9.9B+$1.2B2026-10-27
Baillie Gifford & Co
INCREASED42,573,06141,888,806+684,255+2%$8.4B$9.7B+$1.3B2026-11-09
Nordea Investment Management AB
INCREASED39,855,98339,844,770+11,213+0%$7.9B$9.2B+$1.3B2026-11-09
Mirabaud Asset Management Ltd
INCREASED37,824,00040,341+37,783,659+93661%$7.9M$8.6M+$728.7K2026-11-09
Principal Financial Group Inc
DECREASED37,551,29038,405,664-854,374-2%$7.7B$8.6B+$891.4M2026-11-02
LPL Financial LLC
INCREASED35,559,92234,302,392+1,257,530+4%$6.9B$8.1B+$1.3B2026-11-06
Sanders Capital, LLC
INCREASED29,948,46722,560,894+7,387,573+33%$4.5B$6.8B+$2.3B2026-11-02
Russell Investments Group, Ltd.
DECREASED29,721,48929,992,581-271,092-1%$6.0B$6.8B+$806.9M2026-11-06
Robeco Institutional Asset Management B.V.
DECREASED26,255,70326,732,727-477,024-2%$5.3B$6.0B+$647.3M2026-10-20
DekaBank Deutsche Girozentrale
INCREASED24,004,9943,206,912+20,798,082+649%$527.8K$5.5M+$4.9M2026-10-27
Bessemer Group Inc
DECREASED23,846,01423,947,781-101,7670%$4.8B$5.4M-$4.8B2026-11-09
Acadian Asset Management LLC
INCREASED22,399,65119,509,461+2,890,190+15%$3.9B$5.1M-$3.9B2026-11-09
Donor Advised Charitable Giving, Inc.
INCREASED22,310,07922,164,784+145,295+1%$4.4B$5.1B+$660.2M2026-10-28
Daiwa Securities Group Inc.
INCREASED21,829,16419,309,616+2,519,548+13%$3.9B$5.0B+$1.1B2026-10-29
Pictet Asset Management Holding SA
INCREASED21,487,88121,391,230+96,651+0%$4.3B$4.9B+$627.6M2026-11-03
Assenagon Asset Management S.A.
DECREASED20,166,20626,337,224-6,171,018-23%$5.3B$4.6B-$664.3M2026-10-15
Creative Planning
INCREASED18,886,15814,693,402+4,192,756+29%$2.9B$4.3B+$1.4B2026-11-02
Danske Bank A/S
INCREASED18,111,44617,989,213+122,233+1%$3.6B$4.1B+$536.8M2026-11-09
New York State Teachers Retirement System
DECREASED18,001,16518,805,798-804,633-4%$3.8B$4.1M-$3.8B2026-10-22
Mirae Asset Global Investments Co., Ltd.
INCREASED17,170,76516,095,070+1,075,695+7%$3.2B$3.9B+$701.0M2026-11-03
KBC Group NV
DECREASED16,375,17917,549,127-1,173,948-7%$3.5B$3.7M-$3.5B2026-10-22
MacKenzie Financial Corp
INCREASED15,315,45414,390,030+925,424+6%$2.9B$3.5B+$618.4M2026-11-02
ProShare Advisors LLC
INCREASED15,272,78314,065,122+1,207,661+9%$2.8B$3.5B+$673.7M2026-10-29
PFA Pension, Forsikringsaktieselskab
DECREASED13,906,69614,230,364-323,668-2%$2.8B$3.2B+$328.7M2026-11-06
Eurizon Capital SGR S.p.A.
INCREASED13,716,35912,966,501+749,858+6%$2.6B$3.1B+$547.2M2026-11-06
Fifth Third Bancorp
DECREASED12,957,93013,196,025-238,095-2%$2.6B$3.0B+$318.9M2026-11-05
PNC Financial Services Group, Inc.
INCREASED12,023,50911,347,969+675,540+6%$2.3B$2.7B+$475.3M2026-11-06
Handelsbanken Fonder AB
INCREASED11,926,74611,369,496+557,250+5%$2.3M$2.7M+$448.9K2026-11-09
Asset Management One Co., Ltd.
INCREASED10,920,15810,758,962+161,196+2%$2.2B$2.5B+$341.2M2026-10-27
Ninety One UK Ltd
DECREASED10,733,85311,563,553-829,700-7%$2.3B$2.5B+$137.6M2026-10-15
Truist Financial Corp
INCREASED10,569,7069,920,395+649,311+7%$2.0B$2.4B+$428.9M2026-10-30
Neos Investment Management LLC
INCREASED10,387,3789,211,357+1,176,021+13%$1.8B$2.4B+$529.2M2026-11-04
Cardano Risk Management B.V.
INCREASED10,113,3007,715,089+2,398,211+31%$1.5M$2.3M+$766.0K2026-10-20
Thrivent Financial for Lutherans
INCREASED10,060,0499,916,316+143,733+1%$2.0B$2.3M-$2.0B2026-11-05
Alecta Tjanstepension Omsesidigt
DECREASED9,765,0009,841,100-76,100-1%$2.0B$2.2B+$263.3M2026-11-02
Allspring Global Investments Holdings, LLC
INCREASED9,551,7428,834,828+716,914+8%$1.7B$2.2B+$459.5M2026-11-04
Bank Julius Baer & Co. Ltd, Zurich
DECREASED9,322,7789,959,078-636,300-6%$2.0B$2.1B+$142.1M2026-10-29
Retirement Systems of Alabama
INCREASED9,205,6118,777,517+428,094+5%$1.8B$2.1B+$346.1M2026-11-04
Nykredit A/S
DECREASED9,055,0779,062,150-7,0730%$1.8B$2.1B+$254.8M2026-11-06
SEB Asset Management AB
DECREASED8,874,4509,176,983-302,533-3%$1.8B$2.0B+$190.5M2026-11-04
CIBC Asset Management Inc
INCREASED8,495,9598,241,539+254,420+3%$1.6B$1.9B+$291.0M2026-11-05
Lansforsakringar Fondforvaltning AB (publ)
INCREASED8,414,4618,128,594+285,867+4%$1.6B$1.9B+$295.2M2026-11-09
Wealth Enhancement Advisory Services, LLC
INCREASED8,327,8267,300,993+1,026,833+14%$1.3B$1.7B+$326.3M2026-10-13
Swiss Life Asset Management Ltd
DECREASED8,269,7718,991,962-722,191-8%$1.8B$1.9B+$89.4M2026-11-03
US Bancorp \de\
INCREASED8,247,7588,241,277+6,481+0%$1.6B$1.9B+$234.6M2026-11-05
Commonwealth Equity Services, LLC
DECREASED8,239,2188,601,787-362,569-4%$1.7B$1.9B+$160.5M2026-11-02
William Blair Investment Management, LLC
DECREASED8,123,6388,599,021-475,383-6%$1.7B$1.9B+$134.7M2026-11-06
UniSuper Management Pty Ltd
DECREASED8,071,8578,604,358-532,501-6%$1.7B$1.8B+$121.8M2026-10-26
AMF Tjanstepension AB
DECREASED7,860,0817,974,683-114,602-1%$1.6B$1.8B+$199.4M2026-10-22
Temasek Holdings (Private) Ltd
DECREASED7,799,8508,404,723-604,873-7%$1.7B$1.8B+$99.6M2026-10-28
Strs Ohio
DECREASED7,761,8408,150,523-388,683-5%$1.6B$1.8B+$141.8M2026-10-30
HighTower Advisors, LLC
INCREASED7,713,8457,407,961+305,884+4%$1.5B$1.8B+$279.4M2026-11-10
Parnassus Investments, LLC
DECREASED7,663,0118,453,777-790,766-9%$1.7B$1.8B+$58.6M2026-10-22
State of New Jersey Common Pension Fund D
DECREASED7,424,7597,464,340-39,581-1%$1.5B$1.7B+$202.1M2026-11-05
Calamos Advisors LLC
INCREASED7,158,8547,059,874+98,980+1%$1.4B$1.6B+$222.3M2026-11-02
State of Michigan Retirement System
DECREASED6,982,8047,144,304-161,500-2%$1.4B$1.6B+$165.2M2026-10-27
Czech National Bank
INCREASED6,953,2426,894,089+59,153+1%$1.4B$1.6B+$208.5M2026-10-13
Xponance LLC
INCREASED6,934,1456,686,846+247,299+4%$1.3B$1.6B+$245.6M2026-11-03
Vontobel Holding Ltd.
INCREASED6,877,7786,107,321+770,457+13%$1.2B$1.6B+$348.7M2026-10-16
Candriam S.C.A.
DECREASED6,785,5517,037,809-252,258-4%$1.4B$1.6B+$148.5M2026-11-03
Natixis
INCREASED6,737,9145,423,137+1,314,777+24%$1.1B$1.5B+$453.7M2026-11-06
Arizona State Retirement System
INCREASED6,457,0576,405,642+51,415+1%$1.3B$1.5B+$193.0M2026-11-03
King Luther Capital Management Corp
DECREASED6,235,3926,517,102-281,710-4%$1.3B$1.4B+$120.0M2026-11-05
Assetmark, Inc
INCREASED6,198,0576,158,108+39,949+1%$1.2B$1.4B+$183.3M2026-10-21
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED6,178,8676,560,099-381,232-6%$1.3B$1.4B+$98.5M2026-10-15
Nisa Investment Advisors, LLC
DECREASED5,958,1675,995,509-37,342-1%$1.2B$1.4B+$162.6M2026-10-20
Sustainable Growth Advisers, LP
INCREASED5,661,0904,720,144+940,946+20%$944.5M$1.3B+$348.4M2026-10-15
Gateway Investment Advisers LLC
INCREASED5,625,1475,320,184+304,963+6%$1.1B$1.3B+$220.2M2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED5,603,7615,698,200-94,439-2%$1.1B$1.3M-$1.1B2026-11-02
TD Waterhouse Canada Inc.
INCREASED5,564,8905,196,841+368,049+7%$1.0B$1.3B+$258.8M2026-10-16
Squarepoint Ops LLC
INCREASED5,510,0304,262,275+1,247,755+29%$852.8M$1.3B+$405.5M2026-11-09
AGF Management LTD
INCREASED5,449,8905,278,210+171,680+3%$1.1B$1.2B+$188.5M2026-11-03
IFM Investors Pty Ltd
INCREASED5,430,2815,283,792+146,489+3%$1.1B$1.2B+$182.9M2026-10-14
Lido Advisors, LLC
INCREASED5,427,8615,387,742+40,119+1%$1.1B$1.2B+$161.6M2026-11-04
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED5,346,6055,349,657-3,0520%$1.1B$1.2B+$150.6M2026-11-03
Rakuten Investment Management, Inc.
INCREASED5,211,1444,767,757+443,387+9%$929.6M$1.2B+$254.5M2026-10-30
Keybank National Association
DECREASED5,164,1115,257,663-93,552-2%$1.1B$1.2B+$127.4M2026-11-04
Harel Insurance Investments & Financial Services Ltd.
INCREASED4,999,5124,421,136+578,376+13%$884.6M$1.1M-$883.5M2026-11-02
BI Asset Management Fondsmaeglerselskab A/S
INCREASED4,976,3994,963,207+13,192+0%$986.9M$1.1M-$985.8M2026-10-22
Jupiter Asset Management LTD
INCREASED4,976,1304,105,778+870,352+21%$815.6M$1.1B+$320.8M2026-11-10
Amalgamated Bank
DECREASED4,729,1654,835,258-106,093-2%$967.5M$1.1M-$966.4M2026-10-23
ABN Amro Investment Solutions
INCREASED4,684,9764,486,854+198,122+4%$897.8M$1.1B+$172.2M2026-10-21
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED4,606,4264,638,748-32,322-1%$928.2M$1.1B+$123.8M2026-10-19
Virginia Retirement Systems ET Al
DECREASED4,603,9985,180,598-576,600-11%$1.0B$1.1B+$14.9M2026-10-28
OP Asset Management Ltd
INCREASED4,495,2553,594,248+901,007+25%$719.2M$1.0B+$307.5M2026-11-05
Wealthfront Advisers LLC
INCREASED4,461,0144,400,817+60,197+1%$880.6M$1.0B+$138.2M2026-11-09
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED4,117,8164,067,233+50,583+1%$813.8M$940.4M+$126.6M2026-10-20
Mirova US LLC
DECREASED4,035,6864,309,689-274,003-6%$862.3M$921.7M+$59.3M2026-11-05
Achmea Investment Management B.V.
INCREASED3,919,0563,221,389+697,667+22%$644.6M$895.7M+$251.2M2026-10-30
Teachers Retirement System of the State of Kentucky
INCREASED3,794,1033,668,350+125,753+3%$734.0M$866.5K-$733.1M2026-11-10
Sarasin & Partners LLP
DECREASED3,758,2824,235,829-477,547-11%$847.5M$858.3M+$10.8M2026-10-13
Egerton Capital (UK) LLP
INCREASED3,741,9713,417,950+324,021+9%$683.9M$854.6M+$170.7M2026-10-20
New York Life Investment Management LLC
INCREASED3,708,1733,640,286+67,887+2%$728.4M$846.9M+$118.5M2026-11-04
Banco Santander, S.A.
DECREASED3,694,3534,591,825-897,472-20%$918.8M$843.7M-$75.1M2026-11-10
B. Metzler seel. Sohn & Co. AG
INCREASED3,688,5053,664,893+23,612+1%$733.3M$842.4M+$109.1M2026-10-30
Compagnie Lombard Odier SCmA
INCREASED3,492,9193,427,486+65,433+2%$685.8M$797.7M+$111.9M2026-11-04
Silvant Capital Management LLC
INCREASED3,442,5802,174,219+1,268,361+58%$435.0M$786.2M+$351.2M2026-11-09
Police & Firemen's Retirement System of New Jersey
DECREASED3,435,9313,498,946-63,015-2%$700.1M$784.7M+$84.6M2026-11-09
ASR Vermogensbeheer N.V.
INCREASED3,367,6763,251,903+115,773+4%$650.6M$769.1M+$118.5M2026-10-16
Kestra Advisory Services, LLC
INCREASED3,306,1093,022,969+283,140+9%$604.9M$755.0M+$150.2M2026-11-02
Yarbrough Capital, LLC
UNCHANGED3,262,8003,262,80000%$652.9M$745.2M+$92.3M2026-10-19
OFI Invest Asset Management
DECREASED3,234,8143,809,430-574,616-15%$670.7M$654.8M-$16.0M2026-11-06
Aegon Asset Management UK PLC
DECREASED3,166,6313,184,670-18,039-1%$637.2M$723.2M+$86.0M2026-11-04
WT Asset Management Ltd
NEW3,121,840—+3,121,840——$713.0M—2026-10-28
Mawer Investment Management Ltd.
INCREASED3,097,9023,078,576+19,326+1%$616.0M$707.5M+$91.5M2026-11-06
Glenview Trust Co
DECREASED3,051,9633,110,295-58,332-2%$622.3M$697.0M+$74.7M2026-10-28
Welch & Forbes LLC
DECREASED2,992,0573,041,196-49,139-2%$608.5M$683.3M+$74.8M2026-11-04
Intech Investment Management LLC
DECREASED2,987,8263,633,381-645,555-18%$727.0M$682.4M-$44.6M2026-11-09
Oregon Public Employees Retirement Fund
DECREASED2,975,4062,978,077-2,6710%$595.9M$679.5M+$83.6M2026-10-30
Raiffeisen Bank International AG
INCREASED2,926,2632,811,644+114,619+4%$548.2M$664.9M+$116.7M2026-10-28
Aware Super Pty Ltd as trustee of Aware Super
INCREASED2,811,7572,773,204+38,553+1%$554.9M$642.1M+$87.3M2026-10-30
Fort Washington Investment Advisors Inc
INCREASED2,807,6032,764,618+42,985+2%$553.2M$641.2M+$88.0M2026-10-15
Ethic Inc.
INCREASED2,753,8112,636,691+117,120+4%$527.6M$628.9M+$101.3M2026-11-03
iA Global Asset Management Inc.
DECREASED2,752,6432,857,803-105,160-4%$571.8M$628.6K-$571.2M2026-10-29
Factory Mutual Insurance Co
DECREASED2,745,1482,833,098-87,950-3%$566.9M$626.9M+$60.1M2026-10-30
Phoenix Financial Ltd.
INCREASED2,694,1502,305,779+388,371+17%$461.2M$601.4M+$140.2M2026-11-09
HUB Investment Partners, LLC
DECREASED2,693,3202,842,639-149,319-5%$568.8M$615.1M+$46.3M2026-11-03
Quilter Plc
INCREASED2,655,6932,635,649+20,044+1%$527.4M$606.5M+$79.1M2026-10-21
State of Alaska, Department of Revenue
DECREASED2,651,0902,722,160-71,070-3%$544.7M$605.5K-$544.1M2026-10-15
Mutual of America Capital Management LLC
DECREASED2,600,7192,622,397-21,678-1%$524.7M$594.0M+$69.2M2026-10-23
Congress Asset Management Co
DECREASED2,571,4292,627,947-56,518-2%$525.8M$587.3M+$61.4M2026-10-06
Border to Coast Pensions Partnership Ltd
INCREASED2,532,7322,247,523+285,209+13%$449.3M$577.6K-$448.8M2026-10-09
Migdal Insurance & Financial Holdings Ltd.
INCREASED2,528,1362,522,968+5,168+0%$504.8M$578.0M+$73.2M2026-11-09
Exchange Traded Concepts, LLC
INCREASED2,460,5101,640,248+820,262+50%$328.2M$561.9M+$233.7M2026-10-28
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED2,401,8162,060,394+341,422+17%$412.3M$548.5M+$136.3M2026-10-27
Mn Services Vermogensbeheer B.V.
INCREASED2,399,6112,373,211+26,400+1%$474.9M$548.0K-$474.3M2026-10-08
SBI Securities Co., Ltd.
DECREASED2,342,3522,369,373-27,021-1%$474.1M$534.9M+$60.9M2026-10-22
GF Fund Management Co. Ltd.
DECREASED2,335,3212,336,742-1,4210%$467.6M$533.3M+$65.8M2026-10-26
Montrusco Bolton Investments Inc.
DECREASED2,289,3512,638,049-348,698-13%$527.8M$522.8M-$5.0M2026-10-13
Bank Pictet & Cie (Europe) AG
DECREASED2,278,9842,280,977-1,9930%$456.4M$520.5M+$64.1M2026-10-20
Yousif Capital Management, LLC
DECREASED2,270,0982,284,028-13,930-1%$457.0M$518.4M+$61.4M2026-10-22
OpenArc Corporate Advisory, LLC
INCREASED2,260,9032,244,709+16,194+1%$449.1M$516.3M+$67.2M2026-10-21
Danica Pension, Livsforsikringsaktieselskab
DECREASED2,234,3042,494,681-260,377-10%$499.2M$510.3M+$11.1M2026-11-09
Regions Financial Corp
DECREASED2,224,6872,326,946-102,259-4%$465.6M$508.1M+$42.5M2026-11-05
Generali Asset Management SPA SGR
INCREASED2,145,1492,075,742+69,407+3%$415.3M$489.9M+$74.6M2026-10-26
Crossmark Global Holdings, Inc.
DECREASED2,046,5292,101,468-54,939-3%$420.5M$467.4M+$46.9M2026-10-21
Davenport & Co LLC
INCREASED2,034,6342,006,618+28,016+1%$399.6M$464.2M+$64.7M2026-10-14
Williams Jones Wealth Management, Llc.
INCREASED1,995,7111,991,485+4,226+0%$398.5M$455.8M+$57.3M2026-11-05
Ferguson Wellman Capital Management, Inc
INCREASED1,993,0971,970,971+22,126+1%$394.4M$455.2M+$60.8M2026-10-05
Mizuho Securities USA LLC
INCREASED1,975,6001,896,192+79,408+4%$379.4M$436.2M+$56.8M2026-11-09
Concurrent Investment Advisors, LLC
INCREASED1,970,5401,463,389+507,151+35%$292.8M$450.0M+$157.2M2026-10-16
Profund Advisors LLC
DECREASED1,963,9012,182,351-218,450-10%$436.7M$448.5M+$11.8M2026-10-29
Union Bancaire Privee, UBP SA
INCREASED1,962,9991,961,005+1,994+0%$372.6M$442.0M+$69.5M2026-11-04
Loring Wolcott & Coolidge Fiduciary Advisors LLP
INCREASED1,911,4751,901,921+9,554+1%$380.6M$436.5M+$56.0M2026-10-23
Lazard Freres Gestion S.A.S.
DECREASED1,884,7641,916,325-31,561-2%$383.4M$430.4K-$383.0M2026-11-03
Gulf International Bank (UK) Ltd
UNCHANGED1,785,8591,785,85900%$357.3M$407.9K-$356.9M2026-10-20
Cullen T Bankers, Inc.
INCREASED1,779,2931,635,716+143,577+9%$327.3M$406.4M+$79.1M2026-10-28
Zevenbergen Capital Investments LLC
DECREASED1,765,7241,805,876-40,152-2%$361.3M$403.3M+$41.9M2026-10-08
Avanza Fonder AB
INCREASED1,765,2651,596,260+169,005+11%$319.4M$403.2M+$83.8M2026-10-13
Illinois Municipal Retirement Fund
INCREASED1,741,2831,740,823+460+0%$348.3M$397.7M+$49.4M2026-11-05
Louisiana State Employees Retirement System
DECREASED1,740,5001,801,400-60,900-3%$360.4M$397.5M+$37.1M2026-10-20
Independent Financial Group, LLC
INCREASED1,736,9291,712,464+24,465+1%$342.6M$396.7M+$54.0M2026-10-13
E. Ohman J:or Asset Management AB
DECREASED1,730,3601,739,110-8,7500%$348.0M$395.2M+$47.2M2026-10-22
Midwest Trust Co
DECREASED1,723,8431,727,000-3,1570%$345.6M$393.7M+$48.1M2026-10-22
J. Safra Sarasin Holding AG
DECREASED1,715,0291,785,568-70,539-4%$335.7M$346.8M+$11.1M2026-10-26
Alphinity Investment Management Pty Ltd
DECREASED1,655,8042,666,387-1,010,583-38%$533.5M$378.2M-$155.4M2026-11-02
Citizens Financial Group Inc
DECREASED1,653,8231,655,059-1,2360%$331.2M$378.1M+$46.9M2026-10-23
Perigon Wealth Management, LLC
DECREASED1,639,2501,722,144-82,894-5%$344.6M$374.4M+$29.8M2026-10-22
Banque Pictet & CIE SA
INCREASED1,618,1461,547,943+70,203+5%$309.7M$369.6M+$59.8M2026-10-16
Nelson Capital Management, LLC
DECREASED1,604,7451,606,013-1,2680%$321.3M$366.5M+$45.1M2026-11-09
Focus Financial Network, Inc.
DECREASED1,592,9161,598,701-5,7850%$319.9M$364.2M+$44.3M2026-10-14
Savant Capital, LLC
INCREASED1,558,7151,327,136+231,579+17%$258.2M$356.0M+$97.7M2026-11-06
Allworth Financial LP
INCREASED1,558,5651,469,798+88,767+6%$294.1M$311.9M+$17.8M2026-11-06
Diversify Advisory Services, LLC
INCREASED1,532,1291,231,450+300,679+24%$242.0M$332.8M+$90.8M2026-10-20
Diversify Wealth Management, LLC
INCREASED1,532,1291,231,450+300,679+24%$242.0M$332.8M+$90.8M2026-10-20
Bridges Investment Management Inc
INCREASED1,532,1001,409,406+122,694+9%$282.0M$349.9M+$67.9M2026-11-10
Meitav Investment House LTD
INCREASED1,521,6271,436,796+84,831+6%$287.3M$347.4M+$60.1M2026-10-28
Apollon Wealth Management, LLC
INCREASED1,512,8631,474,044+38,819+3%$294.9M$345.5M+$50.6M2026-10-23
Eastern Bank
DECREASED1,508,0471,574,822-66,775-4%$315.1M$344.4M+$29.3M2026-10-05
Quintet Private Bank (Europe) S.A.
INCREASED1,499,1971,150,733+348,464+30%$230.3M$342.4M+$112.1M2026-10-08
PBU - The Pension Fund of Early Childhood & Youth Educators
INCREASED1,490,2151,365,862+124,353+9%$273.3M$340.3M+$67.0M2026-11-06
Maryland State Retirement & Pension System
INCREASED1,470,8071,253,858+216,949+17%$250.9M$335.9M+$85.0M2026-11-05
Kestra Private Wealth Services, LLC
DECREASED1,454,3391,455,599-1,2600%$291.3M$332.1M+$40.9M2026-11-06
Farther Finance Advisors, LLC
INCREASED1,449,8711,345,788+104,083+8%$269.0M$331.1M+$62.1M2026-10-08
Douglas Lane & Associates, LLC
DECREASED1,432,0751,504,940-72,865-5%$301.1M$327.1M+$25.9M2026-10-09
Locust Wood Capital Advisers, LLC
INCREASED1,426,1051,332,863+93,242+7%$266.7M$325.7M+$59.0M2026-11-03
Merit Financial Group, LLC
INCREASED1,402,8371,301,989+100,848+8%$260.5M$320.4M+$59.9M2026-11-06
Prospera Financial Services Inc
INCREASED1,390,7081,165,618+225,090+19%$233.2M$284.6M+$51.4M2026-11-04
Artemis Investment Management LLP
INCREASED1,388,4321,306,452+81,980+6%$261.4M$317.1M+$55.7M2026-10-08
Traynor Capital Management, Inc.
INCREASED1,383,9061,381,130+2,776+0%$276.4M$316.1M+$39.7M2026-10-29
Salem Investment Counselors Inc
DECREASED1,364,6371,373,183-8,546-1%$274.8M$311.9M+$37.2M2026-10-13
Munich Reinsurance Co Stock Corp in Munich
INCREASED1,354,0421,150,001+204,041+18%$230.1M$309.2M+$79.1M2026-10-30
Vise Technologies, Inc.
INCREASED1,347,8281,112,915+234,913+21%$222.7M$307.8M+$85.1M2026-10-29
Badgley Phelps Wealth Managers, LLC
DECREASED1,347,5571,357,879-10,322-1%$271.7M$308.1M+$36.4M2026-10-22
Hoey Investments, Inc
DECREASED1,333,2701,339,274-6,0040%$268.0M$304.5M+$36.5M2026-10-29
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED1,314,7751,347,275-32,500-2%$269.1M$300.3M+$31.1M2026-10-21
UMB Bank, n.a.
DECREASED1,309,0221,316,091-7,069-1%$263.3M$299.0M+$35.6M2026-11-06
Baker Avenue Asset Management, LP
INCREASED1,303,3551,283,930+19,425+2%$256.9M$297.7M+$40.8M2026-11-06
Hartford Investment Management Co
DECREASED1,295,4851,339,077-43,592-3%$267.9M$295.9M+$27.9M2026-11-04
HB Wealth Management, LLC
INCREASED1,285,7481,142,468+143,280+13%$228.6M$293.6M+$65.0M2026-10-23
Oppenheimer & Co Inc
INCREASED1,283,3291,252,314+31,015+2%$250.6M$293.1M+$42.5M2026-10-26
Mogy Joel R Investment Counsel Inc
DECREASED1,274,4421,279,041-4,5990%$255.9M$291.1M+$35.1M2026-10-13
M&G Plc
DECREASED1,272,3981,406,203-133,805-10%$281.2M$290.1M+$8.9M2026-11-04
Hyperion Asset Management Ltd
DECREASED1,265,7081,270,234-4,5260%$254.2M$289.1M+$34.9M2026-10-20
Country Trust Bank
DECREASED1,255,5541,315,827-60,273-5%$263.3M$286.7M+$23.5M2026-10-30
Adams Diversified Equity Fund, Inc.
DECREASED1,241,9001,255,000-13,100-1%$251.1M$283.6M+$32.5M2026-10-21
Guinness Asset Management LTD
INCREASED1,237,744241,759+995,985+412%$47.6M$282.7M+$235.0M2026-11-05
Oriental Harbor Investment Master Fund
INCREASED1,232,5051,083,827+148,678+14%$216.9M$281.5M+$64.6M2026-10-22
Tokio Marine Asset Management Co LTD
INCREASED1,222,4721,210,411+12,061+1%$242.2M$279.2M+$37.0M2026-10-26
Generate Investment Management Ltd
INCREASED1,215,885949,680+266,205+28%$190.0M$277.7M+$87.7M2026-10-14
New Mexico Educational Retirement Board
UNCHANGED1,205,4861,205,48600%$241.2M$275.3K-$240.9M2026-11-05
Allen Investment Management, LLC
DECREASED1,203,7371,285,501-81,764-6%$257.2M$274.9M+$17.7M2026-11-03
Mindset Wealth Management, LLC
INCREASED1,186,2131,184,129+2,084+0%$236.9M$270.9M+$34.0M2026-10-19
Cornerstone Advisors, LLC
UNCHANGED1,181,8891,181,88900%$236.5M$269.9M+$33.4M2026-11-06
Braun Stacey Associates Inc
INCREASED1,166,7261,115,174+51,552+5%$223.1M$266.5M+$43.3M2026-10-19
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
INCREASED1,157,7091,126,694+31,015+3%$225.4M$264.4M+$39.0M2026-10-22
Parallel Advisors, LLC
INCREASED1,157,0311,154,168+2,863+0%$230.9M$264.2M+$33.3M2026-11-03
Trillium Asset Management, LLC
DECREASED1,154,2801,192,453-38,173-3%$238.6M$263.6M+$25.0M2026-11-09
Great Valley Advisor Group, Inc.
INCREASED1,150,5531,136,400+14,153+1%$227.4M$262.8M+$35.4M2026-11-09
NorthCrest Asset Manangement, LLC
INCREASED1,148,5561,049,749+98,807+9%$212.9M$264.7M+$51.9M2026-10-13
Chilton Capital Management LLC
DECREASED1,142,4331,197,325-54,892-5%$239.6M$260.9M+$21.3M2026-10-28
Park Avenue Securities LLC
INCREASED1,126,2701,111,322+14,948+1%$222.4M$257.2K-$222.1M2026-10-26
Boston Trust Walden Corp
DECREASED1,121,1261,262,697-141,571-11%$252.7M$256.0M+$3.4M2026-10-30
D.A. Davidson & Co.
INCREASED1,117,7261,080,361+37,365+3%$216.2M$255.3M+$39.1M2026-10-28
Daymark Wealth Partners, LLC
INCREASED1,116,9171,078,083+38,834+4%$215.7M$255.1M+$39.4M2026-11-04
SteelPeak Wealth, LLC
INCREASED1,110,168927,363+182,805+20%$185.6M$253.8M+$68.3M2026-10-16
Prime Capital Investment Advisors, LLC
DECREASED1,106,8861,133,586-26,700-2%$226.8M$252.8M+$26.0M2026-10-20
Nicholas Company, Inc.
DECREASED1,092,6941,157,479-64,785-6%$231.6M$249.5M+$17.9M2026-11-05
Ag2r LA Mondiale Gestion D'actifs
INCREASED1,090,7991,044,526+46,273+4%$209.0M$249.1M+$40.1M2026-10-26
Northeast Investment Management
DECREASED1,084,6941,106,105-21,411-2%$221.3M$247.7M+$26.4M2026-10-30
Atria Investments, Inc
INCREASED1,072,513967,697+104,816+11%$193.6M$244.9M+$51.3M2026-10-15
Simplex Trading, LLC
DECREASED1,064,4841,520,692-456,208-30%$304.3M$243.1M-$61.2M2026-11-04
Comgest Global Investors S.A.S.
INCREASED1,057,156694,368+362,788+52%$138.9M$241.4M+$102.5M2026-11-09
Crestwood Advisors Group, LLC
INCREASED1,038,7991,021,922+16,877+2%$204.5M$237.2M+$32.8M2026-10-27
Henshaw Capital LLC
DECREASED1,018,8521,034,047-15,195-1%$206.9M$232.7M+$25.8M2026-11-03
CWA Asset Management Group, LLC
INCREASED1,003,663999,798+3,865+0%$200.0M$229.2M+$29.2M2026-10-19
Oak Grove Capital LLC
INCREASED1,002,321840,006+162,315+19%$168.1M$228.9M+$60.8M2026-10-09
OAK Ridge Investments LLC
DECREASED993,1821,030,731-37,549-4%$206.2M$226.8M+$20.6M2026-10-30
Argent Capital Management LLC
DECREASED990,9371,031,778-40,841-4%$206.4M$226.3M+$19.9M2026-10-05
Busey Bank
DECREASED978,126980,000-1,8740%$196.1M$223.4M+$27.3M2026-10-26
Nippon Life Global Investors Americas, Inc.
DECREASED968,4301,053,120-84,690-8%$210.7M$221.4M+$10.7M2026-10-29
Associated Banc-Corp
DECREASED967,663972,431-4,7680%$194.6M$221.0M+$26.4M2026-10-30
Mission Wealth Management, LP
DECREASED967,6331,633,087-665,454-41%$326.8M$221.0M-$105.8M2026-10-15
Calamos Wealth Management LLC
INCREASED966,940957,122+9,818+1%$191.5M$220.8M+$29.3M2026-11-02
Motley Fool Asset Management LLC
DECREASED966,4641,091,010-124,546-11%$218.3M$220.7M+$2.4M2026-10-27
MGO One Seven LLC
DECREASED964,209977,029-12,820-1%$195.5M$220.2M+$24.7M2026-10-28
Choreo, LLC
INCREASED955,328935,158+20,170+2%$187.1M$218.4M+$31.3M2026-10-28
Flossbach VON Storch SE
DECREASED951,7691,966,637-1,014,868-52%$393.5M$217.4M-$176.1M2026-10-28
First Citizens Bank & Trust Co
INCREASED947,970739,700+208,270+28%$148.0M$216.5M+$68.5M2026-10-14
Brookstone Capital Management
DECREASED945,774981,311-35,537-4%$196.4M$216.0M+$19.6M2026-10-22
Oppenheimer Asset Management Inc.
DECREASED945,407953,114-7,707-1%$190.7M$215.9M+$25.2M2026-10-27
Pinnacle Associates LTD
DECREASED944,480954,703-10,223-1%$191.0M$215.7M+$24.7M2026-10-20
Reynders McVeigh Capital Management, LLC
INCREASED934,603925,981+8,622+1%$185.3M$213.4M+$28.2M2026-10-30
Philadelphia Trust Co
DECREASED930,086956,370-26,284-3%$191.4M$212.4K-$191.1M2026-11-05
Howard Capital Management Group, LLC
DECREASED917,401929,747-12,346-1%$186.0M$209.5M+$23.5M2026-10-16
Fisher Funds Management LTD
INCREASED916,397823,841+92,556+11%$164.8M$209.3M+$44.4M2026-10-13
Sterling Capital Management LLC
DECREASED910,138981,057-70,919-7%$196.3M$207.9M+$11.6M2026-10-22
Brighton Jones LLC
INCREASED908,890755,690+153,200+20%$151.2M$207.6M+$56.4M2026-11-03
Wedbush Securities Inc
DECREASED906,921926,896-19,975-2%$185.5M$207.1K-$185.3M2026-10-22
Bailard, Inc.
INCREASED906,843876,120+30,723+4%$175.3M$207.1M+$31.8M2026-10-13
James Hambro & Partners LLP
INCREASED902,781874,469+28,312+3%$174.7M$206.1M+$31.4M2026-10-19
TrinityBridge Ltd
INCREASED898,113462,177+435,936+94%$92.3M$205.0K-$92.1M2026-10-30
Covea Finance
INCREASED890,989591,189+299,800+51%$118.3M$203.5M+$85.2M2026-10-21
J.W. Cole Advisors, Inc.
INCREASED884,491882,651+1,840+0%$176.6M$202.0M+$25.4M2026-11-05
Prime Capital Management Co Ltd
UNCHANGED884,179884,17900%$176.9M$201.9M+$25.0M2026-11-06
MassMutual Private Wealth & Trust, FSB
DECREASED881,514920,098-38,584-4%$184.1M$201.3M+$17.2M2026-10-05
Gradient Investments LLC
DECREASED877,645960,223-82,578-9%$192.1M$200.4M+$8.3M2026-10-08
Riverbridge Partners LLC
DECREASED875,254998,902-123,648-12%$199.9M$199.9M+$20.2K2026-11-05
Leavell Investment Management, Inc.
DECREASED871,379873,950-2,5710%$174.9M$199.2M+$24.4M2026-11-09
Bokf, NA
DECREASED858,119901,636-43,517-5%$180.4M$196.0M+$15.6M2026-10-27
Great Lakes Advisors, LLC
DECREASED842,397965,969-123,572-13%$193.3M$192.4M-$894.0K2026-11-06
Gerber Kawasaki Wealth & Investment Management
INCREASED841,385838,142+3,243+0%$167.7M$192.2M+$24.5M2026-10-29
Local Pensions Partnership Investment Ltd
NEW834,700—+834,700——$190.5M—2026-10-26
Dillon & Associates Inc
DECREASED824,696848,222-23,526-3%$169.6M$188.0K-$169.5M2026-10-22
Signaturefd, LLC
INCREASED812,395785,558+26,837+3%$157.2M$185.5M+$28.4M2026-10-23
Smith Salley Wealth Management
INCREASED793,622778,282+15,340+2%$155.7M$181.2M+$25.5M2026-11-03
Canada Post Corp Registered Pension Plan
INCREASED787,605757,688+29,917+4%$151.6M$179.0M+$27.3M2026-11-09
Larson Financial Group LLC
INCREASED787,217742,117+45,100+6%$148.5M$179.8M+$31.3M2026-11-05
Perpetual Ltd
INCREASED786,558574,900+211,658+37%$115.0M$179.6M+$64.6M2026-10-13
NLB Skladi, upravljanje premozenja, d.o.o.
DECREASED786,521789,460-2,9390%$158.0M$179.6M+$21.7M2026-10-22
Triglav Investments, D.O.O.
DECREASED786,267820,085-33,818-4%$164.0M$179.6M+$15.5M2026-11-06
Antipodes Partners Ltd
DECREASED785,599933,424-147,825-16%$186.8M$179.4M-$7.4M2026-11-05
Picton Mahoney Asset Management
DECREASED781,818848,217-66,399-8%$169.7M$178.6M+$8.8M2026-11-09
Builder Investment Group Inc
DECREASED778,698781,428-2,7300%$156.4M$177.8M+$21.5M2026-10-22
Dana Investment Advisors, Inc.
DECREASED775,357793,065-17,708-2%$158.7M$177.1M+$18.4M2026-11-06
Chicago Capital, LLC
DECREASED774,536780,299-5,763-1%$156.1M$176.9M+$20.8M2026-10-13
Texas Capital Bank Wealth Management Services Inc
INCREASED771,236739,865+31,371+4%$148.0M$176.1M+$28.1M2026-11-09
Coldstream Capital Management Inc
INCREASED764,190760,219+3,971+1%$152.1M$174.5M+$22.4M2026-11-09
Unicom Systems, Inc.
UNCHANGED757,098757,09800%$151.5M$172.9M+$21.4M2026-10-13
Meridian Wealth Management, LLC
INCREASED750,796728,772+22,024+3%$145.8M$171.5M+$25.6M2026-11-05
Gamma Investing LLC
INCREASED749,074682,255+66,819+10%$136.5M$171.1M+$34.6M2026-10-08
Ritholtz Wealth Management
INCREASED747,942711,310+36,632+5%$142.3M$170.8M+$28.5M2026-11-05
Lingotto Investment Management LLP
INCREASED746,710667,710+79,000+12%$133.6M$170.5M+$36.9M2026-10-27
Vest Financial, LLC
INCREASED738,089709,640+28,449+4%$142.0M$168.6M+$26.6M2026-10-21
Institute for Wealth Management, Llc.
DECREASED733,460739,474-6,014-1%$148.0M$167.5M+$19.5M2026-11-06
Adell Harriman & Carpenter Inc
DECREASED731,340737,006-5,666-1%$147.5M$167.0M+$19.6M2026-11-02
Pacific Heights Asset Management LLC
DECREASED725,000875,000-150,000-17%$175.1M$165.6M-$9.5M2026-11-03
Diversified Trust Co
INCREASED724,838684,621+40,217+6%$137.0M$165.5M+$28.6M2026-11-06
Community Trust & Investment Co
INCREASED723,203719,405+3,798+1%$143.9M$165.2M+$21.2M2026-10-15
North Dakota State Investment Board
INCREASED714,488687,707+26,781+4%$137.6M$163.2M+$25.6M2026-10-27
Evergreen Capital Management LLC
INCREASED711,641453,680+257,961+57%$90.8M$162.7M+$71.9M2026-10-23
Schwartz Investment Counsel Inc
DECREASED695,750696,604-8540%$139.4M$158.9M+$19.5M2026-10-26
Harbour Trust & Investment Management Co
DECREASED694,783731,547-36,764-5%$146.4M$158.7M+$12.3M2026-10-28
Hantz Financial Services, Inc.
INCREASED692,571666,956+25,615+4%$133.5M$158.2K-$133.3M2026-11-09
Ibex Wealth Advisors
DECREASED684,967685,019-520%$137.1M$156.4M+$19.4M2026-11-06
Ketron Financial
DECREASED682,622695,968-13,346-2%$139.3M$155.9M+$16.6M2026-11-09
Quadrant Capital Group LLC
DECREASED680,492689,211-8,719-1%$137.9M$155.5M+$17.6M2026-10-20
Fifth Third Wealth Advisors LLC
INCREASED674,426636,545+37,881+6%$127.4M$154.0M+$26.7M2026-10-22
BSN Capital Partners Ltd
DECREASED672,8191,369,863-697,044-51%$274.4M$148.9M-$125.5M2026-10-23
Chicago Partners Investment Group LLC
INCREASED669,987655,205+14,782+2%$136.8M$141.3M+$4.6M2026-10-27
Annex Advisory Services, LLC
INCREASED668,848656,898+11,950+2%$131.4M$152.8M+$21.3M2026-10-16
Freestone Capital Holdings, LLC
DECREASED666,768775,989-109,221-14%$155.3M$152.3M-$3.0M2026-11-09
Aaron Wealth Advisors LLC
INCREASED665,197662,775+2,422+0%$132.6M$151.9M+$19.3M2026-10-13
IFP Advisors, Inc
DECREASED662,737663,778-1,0410%$132.8M$151.4M+$18.5M2026-10-16
Sava Infond d.o.o.
INCREASED652,860312,560+340,300+109%$62.5M$149.1M+$86.6M2026-10-28
AIA Group Ltd
DECREASED647,565703,438-55,873-8%$140.8M$147.9M+$7.1M2026-10-30
Plato Investment Management Ltd
INCREASED642,392605,743+36,649+6%$120.5M$147.3M+$26.8M2026-11-05
Clearstead Advisors, LLC
DECREASED642,315643,264-9490%$128.7M$146.7M+$18.0M2026-11-06
Moody Lynn Lieberson & Walker, LLC
INCREASED641,876633,979+7,897+1%$126.9M$146.6M+$19.7M2026-10-14
Franklin Street Advisors Inc
DECREASED638,169653,354-15,185-2%$130.7M$145.7M+$15.0M2026-10-13
Maple Capital Management, Inc.
DECREASED637,396653,706-16,310-2%$130.8M$145.6M+$14.8M2026-11-02
Securian Asset Management, Inc
DECREASED628,608643,612-15,004-2%$130.5M$143.6M+$13.0M2026-11-06
Wedmont Private Capital
INCREASED626,367497,890+128,477+26%$105.0M$144.4M+$39.3M2026-10-09
Howland Capital Management LLC
DECREASED625,245626,042-7970%$125.3M$142.9M+$17.7M2026-10-22
Howard Capital Management, LLC
DECREASED613,518619,923-6,405-1%$124.0M$140.1M+$16.1M2026-10-16
Bowen Hanes & Co Inc
DECREASED598,210609,815-11,605-2%$106.4M$136.6M+$30.3M2026-11-09
China Universal Asset Management Co., Ltd.
INCREASED597,747506,424+91,323+18%$101.3M$136.0M+$34.7M2026-10-28
Spire Wealth Management
INCREASED595,776581,448+14,328+2%$116.3M$136.1M+$19.7M2026-10-30
Park National Corp
DECREASED594,227621,863-27,636-4%$124.4M$135.7M+$11.3M2026-10-05
Summa Corp.
INCREASED593,968590,160+3,808+1%$118.1M$135.6M+$17.5M2026-10-30
Hartline Investment Corp/
DECREASED591,910610,744-18,834-3%$122.2M$135.2M+$13.0M2026-10-29
Global X Japan Co., Ltd.
DECREASED588,626647,715-59,089-9%$129.6M$134.4M+$4.8M2026-10-21
Once Capital Management, LLC
INCREASED584,000562,000+22,000+4%$112.5M$133.4M+$20.9M2026-11-02
B. Riley Wealth Advisors, Inc.
INCREASED582,603501,625+80,978+16%$97.8M$133.1M+$35.3M2026-10-13
Lyell Wealth Management, LP
INCREASED579,401576,081+3,320+1%$115.3M$132.3M+$17.1M2026-10-30
Kintegral Advisory, LLC
INCREASED577,559574,295+3,264+1%$114.9M$132.0M+$17.1M2026-10-16
Austin Asset Management Co Inc
DECREASED576,513616,565-40,052-6%$123.4M$131.7M+$8.3M2026-10-29
Verus Capital Partners, LLC
DECREASED571,060580,323-9,263-2%$116.1M$130.4M+$14.3M2026-11-03
Moors & Cabot, Inc.
INCREASED570,017559,627+10,390+2%$112.0M$130.2M+$18.2M2026-11-06
GC Wealth Management RIA, LLC
INCREASED566,810538,713+28,097+5%$107.8M$129.4M+$21.7M2026-11-02
Elevation Point Wealth Partners, LLC
INCREASED566,752527,328+39,424+7%$105.5M$129.7M+$24.2M2026-11-05
Private Wealth Partners, LLC
DECREASED559,345566,203-6,858-1%$113.3M$127.7M+$14.5M2026-10-22
Frank, Rimerman Advisors LLC
DECREASED557,777559,344-1,5670%$111.9M$127.4M+$15.5M2026-10-16
Capital Investment Counsel, Inc
DECREASED553,903560,003-6,100-1%$112.1M$126.5M+$14.4M2026-10-20
Knights of Columbus Asset Advisors LLC
DECREASED553,256558,491-5,235-1%$111.7M$126.4M+$14.6M2026-11-05
Soltis Investment Advisors LLC
INCREASED549,932506,039+43,893+9%$101.3M$125.6M+$24.3M2026-10-28
J.P. Marvel Investment Advisors, LLC
INCREASED547,685547,557+128+0%$109.6M$125.1M+$15.5M2026-11-02
Blue Fin Capital, Inc.
DECREASED546,420557,807-11,387-2%$111.6M$124.8M+$13.2M2026-10-28
Sigma Planning Corp
DECREASED545,615552,864-7,249-1%$110.6M$123.7M+$13.1M2026-10-23
Westwood Wealth Management
DECREASED543,199556,854-13,655-2%$111.4M$124.1M+$12.6M2026-10-29
Lynch Asset Management, Inc.
UNCHANGED538,700538,70000%$107.8M$123.0M+$15.2M2026-10-28
Greenleaf Trust
DECREASED536,086564,303-28,217-5%$112.9M$122.4M+$9.5M2026-10-29
First Financial Bankshares Inc
INCREASED535,442519,194+16,248+3%$103.9M$122.3M+$18.4M2026-11-10
Carnegie Investment Counsel
DECREASED533,029544,093-11,064-2%$108.9M$121.7M+$12.9M2026-10-20
CFM Wealth Partners LLC
DECREASED531,096532,703-1,6070%$106.6M$121.3M+$14.7M2026-11-05
Central Trust Co
DECREASED524,185529,921-5,736-1%$106.0M$119.7M+$13.7M2026-11-05
Occidental Asset Management, LLC
INCREASED523,163332,148+191,015+58%$66.5M$119.5M+$53.0M2026-11-05
ZWJ Investment Counsel Inc
INCREASED522,627514,495+8,132+2%$102.9M$119.4M+$16.4M2026-10-15
SAX Wealth Advisors, LLC
INCREASED521,228106,898+414,330+388%$18.6M$119.0M+$100.4M2026-10-13
Washington Trust Co
INCREASED520,558518,666+1,892+0%$103.8M$118.9M+$15.1M2026-10-22
National Mutual Insurance Federation of Agricultural Cooperatives
UNCHANGED511,000511,00000%$102.2M$116.7M+$14.5M2026-10-28
Formuepleje A/S
INCREASED508,536460,938+47,598+10%$92.2M$116.1M+$23.9M2026-10-15
Americana Partners, LLC
INCREASED501,745496,037+5,708+1%$99.3M$114.6M+$15.3M2026-10-28
Narwhal Capital Management
DECREASED496,750498,520-1,7700%$99.7M$113.4M+$13.7M2026-11-04
IronBridge Private Wealth, LLC
DECREASED496,109496,402-2930%$99.3M$113.3M+$14.0M2026-11-03
Praxis Investment Management Inc
DECREASED495,402498,107-2,705-1%$99.7M$113.1K-$99.6M2026-11-03
Baldwin Wealth Partners LLC
DECREASED492,720496,839-4,119-1%$99.4M$112.5M+$13.1M2026-10-13
CX Institutional
INCREASED492,568312,073+180,495+58%$62.4K$112.5K+$50.1K2026-10-02
71 West Capital Partners
INCREASED489,781480,811+8,970+2%$96.2M$111.9M+$15.7M2026-11-04
LBP AM SA
DECREASED487,9733,096,627-2,608,654-84%$619.6M$111.9M-$507.7M2026-11-06
Valeo Financial Advisors, LLC
INCREASED487,896486,162+1,734+0%$97.3M$111.4M+$14.2M2026-10-08
Waycross Partners, LLC
INCREASED485,425452,213+33,212+7%$90.5M$110.9M+$20.4M2026-11-03
Kieckhefer Group LLC
DECREASED480,451481,219-7680%$96.3M$109.7M+$13.4M2026-10-13
Elyxium Wealth, LLC
INCREASED470,675468,882+1,793+0%$93.8M$107.5M+$13.7M2026-10-27
V-Square Quantitative Management LLC
INCREASED468,375464,102+4,273+1%$92.9M$107.0M+$14.1M2026-10-15
Thoroughbred Financial Services, LLC
DECREASED467,892515,426-47,534-9%$103.1M$106.9K-$103.0M2026-11-09
Woodstock Corp
DECREASED466,031502,723-36,692-7%$100.6M$106.4M+$5.8M2026-10-13
Steel Grove Capital Advisors, LLC
DECREASED465,254468,033-2,779-1%$93.6M$106.3M+$12.6M2026-10-13
Vantage Investment Partners, LLC
INCREASED465,076344,235+120,841+35%$68.9M$106.2M+$37.3M2026-10-27
Cohen Klingenstein LLC
INCREASED464,344464,060+284+0%$92.9M$106.0M+$13.2M2026-10-15
Chesley Taft & Associates LLC
DECREASED463,267464,689-1,4220%$93.0M$105.8M+$12.8M2026-10-13
Penn Davis Mcfarland Inc
DECREASED462,223465,988-3,765-1%$93.2M$105.6M+$12.3M2026-10-23
Capital Investment Advisors, LLC
INCREASED462,013439,376+22,637+5%$87.9M$105.5M+$17.6M2026-10-22
International Assets Investment Management, LLC
DECREASED462,008477,565-15,557-3%$90.5M$106.6M+$16.1M2026-11-02
Sapient Capital LLC
DECREASED460,246463,145-2,899-1%$92.7M$105.2M+$12.6M2026-10-08
Belpointe Asset Management LLC
INCREASED456,034397,385+58,649+15%$79.5M$104.1M+$24.6M2026-11-09
BLB&B Advisors, LLC
DECREASED445,271454,119-8,848-2%$90.9M$101.7M+$10.8M2026-10-27
Avidian Wealth Enterprises, LLC
DECREASED440,496505,177-64,681-13%$101.1M$100.6M-$480.5K2026-10-08
First National Trust Co
DECREASED438,506468,897-30,391-6%$93.8M$100.1M+$6.3M2026-10-28
Caitong International Asset Management Co., Ltd
INCREASED437,74019+437,721+2303795%$3.8K$100.0M+$100.0M2026-10-29
Ascentis Independent Advisors
INCREASED434,5311,213+433,318+35723%$242.8K$99.2M+$99.0M2026-11-03
Coastline Trust Co
DECREASED433,372454,787-21,415-5%$91.0M$99.0M+$8.0M2026-10-01
Financiere des Professionnels - Fonds d'investissement inc.
DECREASED432,440452,186-19,746-4%$90.5M$98.8M+$8.3M2026-11-03
Heritage Investors Management Corp
DECREASED430,089484,082-53,993-11%$96.9M$98.2K-$96.8M2026-10-29
Petredis Investment Advisors LLC
INCREASED429,735428,928+807+0%$85.8M$98.1M+$12.3M2026-10-20
United Asset Strategies, Inc.
INCREASED428,009423,723+4,286+1%$84.8M$97.7M+$13.0M2026-10-28
Bender Robert & Associates
DECREASED423,512436,254-12,742-3%$87.3M$96.7M+$9.4M2026-10-21
Alta Capital Management LLC/
DECREASED419,885496,572-76,687-15%$99.4M$95.9M-$3.5M2026-10-26
VestGen Advisors, LLC
DECREASED419,346443,655-24,309-5%$88.8M$95.8M+$7.0M2026-10-27
Burney Co/
INCREASED417,750408,265+9,485+2%$81.7M$95.4M+$13.7M2026-10-15
Sowell Financial Services LLC
INCREASED415,598413,140+2,458+1%$82.7M$94.9M+$12.2M2026-10-23
Forbes J M & Co LLP
INCREASED414,658412,311+2,347+1%$82.5M$94.7M+$12.2M2026-10-16
Cache Advisors, LLC
INCREASED413,830389,421+24,409+6%$77.9M$94.5M+$16.6M2026-10-16
Kepler Cheuvreux (Suisse) SA
INCREASED413,527346,888+66,639+19%$69.4M$94.4M+$25.1M2026-10-20
Security National Bank
DECREASED413,286418,109-4,823-1%$83.7M$94.4M+$10.7M2026-10-26
Obermeyer Wealth Partners
DECREASED411,390417,763-6,373-2%$83.6M$94.0M+$10.4M2026-10-21
Perryman Financial Advisory Inc
DECREASED409,627412,674-3,047-1%$82.6M$93.6M+$11.0M2026-10-16
Aberdeen Group plc
DECREASED405,50319,966,591-19,561,088-98%$4.0B$96.3M-$3.9B2026-11-06
Private Advisory Group LLC
DECREASED401,171435,514-34,343-8%$87.1M$91.6M+$4.5M2026-11-06
Penobscot Investment Management Company, Inc.
DECREASED400,153412,569-12,416-3%$82.6M$91.4M+$8.8M2026-10-26
JAG Capital Management, LLC
INCREASED400,051398,571+1,480+0%$79.8M$91.4M+$11.6M2026-11-06
Western Wealth Management, LLC
DECREASED400,016400,837-8210%$80.2M$91.4M+$11.2M2026-11-09
Ashton Thomas Private Wealth, LLC
INCREASED399,547386,184+13,363+3%$77.3M$91.2M+$14.0M2026-11-03
Signature Estate & Investment Advisors LLC
INCREASED397,73084,516+313,214+371%$16.9M$90.8M+$73.9M2026-10-13
Ascent Group, LLC
DECREASED397,252406,095-8,843-2%$81.3M$90.7M+$9.5M2026-10-30
Loftus Peak Pty Ltd
INCREASED396,998395,452+1,546+0%$79.1M$90.7M+$11.5M2026-10-15
Moran Wealth Management, LLC
INCREASED393,611313,984+79,627+25%$62.8M$89.9M+$27.1M2026-10-22
Rockline Wealth Management, LLC
DECREASED391,774396,144-4,370-1%$79.3M$89.5M+$10.2M2026-10-26
Wealthcare Advisory Partners LLC
INCREASED391,697378,479+13,218+3%$75.7M$89.5M+$13.7M2026-10-21
Cookson Peirce & Co Inc
INCREASED391,523156,203+235,320+151%$31.3M$89.4M+$58.2M2026-10-30
Matthew 25 Management Corp
INCREASED385,000380,500+4,500+1%$76.1M$87.9M+$11.8M2026-11-10
KCM Investment Advisors LLC
INCREASED384,170372,859+11,311+3%$74.6M$87.7M+$13.1M2026-10-27
Abner Herrman & Brock LLC
DECREASED383,945388,852-4,907-1%$77.8K$87.7K+$9.9K2026-10-20
Suncoast Equity Management
DECREASED383,227395,024-11,797-3%$79.0M$87.5M+$8.5M2026-11-03
Davidson Investment Advisors
DECREASED383,124388,989-5,865-2%$77.8M$87.5M+$9.7M2026-10-20
First American Bank
DECREASED383,014384,366-1,3520%$76.9M$87.5M+$10.6M2026-10-27
Sycomore Asset Management
UNCHANGED380,389380,38900%$81.7K$81.7K$02026-10-26
Eagle Global Advisors LLC
DECREASED378,889379,255-3660%$75.9M$86.5M+$10.6M2026-11-02
Bahl & Gaynor LLC
INCREASED378,401221,851+156,550+71%$44.4M$86.4M+$42.0M2026-11-05
Saratoga Research & Investment Management
DECREASED378,238384,865-6,627-2%$77.0M$86.4M+$9.4M2026-10-16
Fulton Bank, N.A.
INCREASED375,728342,313+33,415+10%$68.5M$85.8M+$17.3M2026-10-14
Alta Advisers Ltd
INCREASED375,257272,438+102,819+38%$54.5M$85.7M+$31.2M2026-11-02
Trust Co of Vermont
INCREASED374,883363,585+11,298+3%$72.7M$85.6M+$12.9M2026-10-21
Talbot Financial, LLC
INCREASED372,503347,454+25,049+7%$69.5M$85.1M+$15.6M2026-10-19
Highland Capital Management, LLC
DECREASED369,650374,948-5,298-1%$75.0M$84.4M+$9.4M2026-10-26
Nixon Peabody Trust Co
INCREASED369,596352,621+16,975+5%$70.6M$84.4M+$13.9M2026-10-23
Sagespring Wealth Partners, LLC
INCREASED363,492326,560+36,932+11%$65.3M$83.0M+$17.7M2026-10-22
Rockland Trust Co
INCREASED361,309339,645+21,664+6%$68.0M$82.5M+$14.6M2026-10-05
Boston Common Asset Management, LLC
DECREASED360,821364,844-4,023-1%$73.0M$82.4M+$9.4M2026-10-13
Princeton Capital Management LLC
DECREASED359,672361,332-1,6600%$72.3M$82.1M+$9.8M2026-10-27
Central Bank & Trust Co
DECREASED359,128367,069-7,941-2%$73.4M$82.0M+$8.6M2026-10-09
Fideuram Asset Management (Ireland) dac
DECREASED358,768464,725-105,957-23%$96.7M$78.7M-$17.9M2026-10-29
O'Keefe Stevens Advisory, Inc.
DECREASED352,864361,379-8,515-2%$72.3M$80.6M+$8.3M2026-10-09
McGuire Investment Group, LLC
INCREASED352,669345,691+6,978+2%$69.2M$80.5M+$11.4M2026-10-23
Masterinvest Kapitalanlage GmbH
DECREASED351,890354,508-2,618-1%$70.9M$80.4M+$9.4M2026-11-03
Grimes & Co Wealth Management, LLC
INCREASED349,551343,683+5,868+2%$68.8M$79.8M+$11.1M2026-10-29
Compound Planning, Inc.
DECREASED348,767369,170-20,403-6%$73.9M$79.7M+$5.8M2026-11-09
Grandview Asset Management LLC
DECREASED347,346368,103-20,757-6%$73.7M$79.3M+$5.7M2026-10-19
Univest Financial Corp
INCREASED346,916330,307+16,609+5%$66.1M$79.2M+$13.1M2026-11-05
Wesbanco Bank Inc
DECREASED346,414493,468-147,054-30%$98.7M$79.1M-$19.6M2026-11-04
Venture Visionary Partners LLC
INCREASED345,180311,700+33,480+11%$62.4M$78.8M+$16.5M2026-10-07
PKO Investment Management Joint-Stock Co
DECREASED342,044368,000-25,956-7%$73.6M$78.1M+$4.5M2026-10-19
Pine Valley Investments Ltd Liability Co
DECREASED340,496344,578-4,082-1%$68.9M$77.8M+$8.8M2026-11-09
Alberta Investment Management Corp
DECREASED340,000474,600-134,600-28%$95.0M$77.6M-$17.3M2026-11-09
MAR Vista Investment Partners LLC
DECREASED337,007350,322-13,315-4%$70.1M$77.0M+$6.9M2026-11-09
Arthur M. Cohen & Associates, LLC
DECREASED336,044341,989-5,945-2%$68.4M$76.7M+$8.3M2026-10-26
Huntleigh Advisors, Inc.
DECREASED335,388349,962-14,574-4%$70.0M$76.6M+$6.6M2026-11-03
Turtle Creek Wealth Advisors, LLC
INCREASED335,027318,478+16,549+5%$63.7M$76.5M+$12.8M2026-10-15
Robertson Stephens Wealth Management, LLC
INCREASED334,031332,607+1,424+0%$66.6M$76.4M+$9.8M2026-10-16
Jefferies Financial Group Inc.
DECREASED333,272694,722-361,450-52%$139.0M$76.1M-$62.9M2026-11-05
Addenda Capital Inc.
INCREASED333,029263,605+69,424+26%$52.7M$76.1M+$23.4M2026-10-13
Meiji Yasuda America Inc
INCREASED331,525266,970+64,555+24%$53.4M$75.7M+$22.3M2026-10-22
Emerald Investment Advisers, LLC
DECREASED331,241343,758-12,517-4%$68.8M$75.6M+$6.9M2026-11-09
Spear Holdings RSC Ltd
DECREASED331,062459,110-128,048-28%$91.9M$75.6M-$16.3M2026-11-10
Dynamic Advisor Solutions LLC
INCREASED330,380306,725+23,655+8%$61.4M$75.5M+$14.1M2026-10-13
Alerus Financial NA
DECREASED329,915333,736-3,821-1%$66.8M$75.3M+$8.6M2026-11-09
Bdf-Gestion
DECREASED325,856341,359-15,503-5%$1.3M$74.4M+$73.1M2026-10-19
Applied Finance Capital Management, LLC
INCREASED323,640192,007+131,633+69%$38.4M$73.9M+$35.5M2026-11-03
Ninety One SA (PTY) Ltd
DECREASED323,159327,559-4,400-1%$65.1M$74.2M+$9.0M2026-10-15
Quadrant Private Wealth Management, LLC
INCREASED321,742307,017+14,725+5%$61.4M$73.6M+$12.1M2026-11-04
Peddock Capital Advisors, LLC
DECREASED319,571324,409-4,838-1%$64.9M$73.0M+$8.1M2026-10-16
Cyndeo Wealth Partners, LLC
INCREASED318,100317,047+1,053+0%$63.4M$72.6M+$9.2M2026-10-16
Fortis Capital Advisors, LLC
INCREASED314,681258,383+56,298+22%$51.7M$71.9M+$20.2M2026-11-09
Simplicity Wealth,LLC
INCREASED313,837276,909+36,928+13%$55.4M$71.7M+$16.3M2026-10-23
Level Four Advisory Services, LLC
INCREASED313,350312,879+471+0%$62.6M$71.6M+$9.0M2026-11-06
HCR Wealth Advisors
INCREASED312,891307,290+5,601+2%$61.5M$71.5M+$10.0M2026-10-15
Fulton Breakefield Broenniman LLC
DECREASED312,385319,367-6,982-2%$63.9M$71.3M+$7.4M2026-11-03
Cornerstone Wealth Group, LLC
DECREASED312,055312,348-2930%$62.5M$71.3M+$8.8M2026-11-02
Overbrook Management Corp
DECREASED309,939315,033-5,094-2%$63.0M$70.8M+$7.7M2026-10-08
S-Bank Fund Management Ltd
INCREASED309,242290,313+18,929+7%$58.1M$70.6M+$12.5M2026-11-06
Caldwell Trust Co
DECREASED309,130311,134-2,004-1%$62.3M$70.6M+$8.3M2026-10-30
GAM Holding AG
DECREASED308,656351,622-42,966-12%$70.4M$70.5M+$134.8K2026-11-03
RFG Advisory, LLC
INCREASED308,594265,149+43,445+16%$53.1M$70.5M+$17.4M2026-11-03
GW Henssler & Associates LTD
INCREASED307,786302,602+5,184+2%$60.5M$70.3M+$9.7M2026-10-26
Third View Private Wealth, LLC
INCREASED306,795297,826+8,969+3%$59.6M$70.1M+$10.5M2026-10-30
Greenwood Gearhart LLC
INCREASED306,728300,798+5,930+2%$60.2M$70.1M+$9.9M2026-11-02
Florida Trust Wealth Management Co
INCREASED305,560297,128+8,432+3%$59.5M$69.8M+$10.3M2026-11-05
Kornitzer Capital Management Inc
DECREASED302,926319,063-16,137-5%$63.8M$69.2M+$5.3M2026-11-03
Fishman JAY A LTD
DECREASED301,547310,284-8,737-3%$62.1M$68.9M+$6.8M2026-10-26
Synergy Asset Management, LLC
DECREASED299,243326,910-27,667-8%$65.4M$68.3M+$2.9M2026-11-05
Harbour Investments, Inc.
DECREASED298,412327,830-29,418-9%$65.6M$68.2M+$2.6M2026-11-09
Kingswood Wealth Advisors, LLC
DECREASED298,277312,815-14,538-5%$62.6M$68.1M+$5.5M2026-10-23
Sara-Bay Financial
DECREASED298,081304,753-6,672-2%$61.0M$68.1M+$7.1M2026-10-21
Capital Investment Services of America, Inc.
DECREASED298,036315,255-17,219-5%$63.1M$68.1M+$5.0M2026-11-02
ARS Investment Partners, LLC
DECREASED297,587301,266-3,679-1%$60.3M$68.0M+$7.7M2026-11-05
Marathon Asset Management Ltd
INCREASED296,231280,561+15,670+6%$56.1M$67.7M+$11.6M2026-10-26
Mather Group, Llc.
INCREASED293,789249,554+44,235+18%$49.9M$67.1M+$17.2M2026-10-14
Beacon Investment Advisory Services, Inc.
DECREASED293,375312,373-18,998-6%$62.5M$67.0M+$4.5M2026-10-13
Jacobs & Co
DECREASED293,140295,599-2,459-1%$59.1K$66.9K+$7.8K2026-10-09
WestEnd Advisors, LLC
INCREASED292,183291,918+265+0%$58.4M$66.7M+$8.3M2026-10-27
Curtis Advisory Group, LLC
DECREASED289,814290,601-7870%$58.1M$66.2M+$8.0M2026-10-28
Norden Group LLC
INCREASED289,620283,694+5,926+2%$56.8M$66.1M+$9.4M2026-10-20
Convergence Investment Partners, LLC
INCREASED289,264197,044+92,220+47%$39.4M$66.1M+$26.6M2026-10-28
AlphaCore Capital LLC
INCREASED289,127275,090+14,037+5%$55.0M$66.1M+$11.1M2026-11-04
Principle Wealth Partners LLC
INCREASED288,093285,774+2,319+1%$57.2M$65.8M+$8.6M2026-11-02
Sky Investment Group LLC
INCREASED287,769279,677+8,092+3%$56.0M$65.7M+$9.8M2026-10-30
Geneos Wealth Management Inc.
INCREASED287,609229,769+57,840+25%$46.0M$65.7M+$19.7M2026-11-09
Albion Financial Group
INCREASED286,594280,015+6,579+2%$56.0M$65.5M+$9.4M2026-10-21
Tran Capital Management, L.P.
DECREASED286,211291,411-5,200-2%$58.3M$65.4M+$7.1M2026-10-19
Concentrum Wealth Management
DECREASED286,094302,269-16,175-5%$60.5M$65.3M+$4.9M2026-11-09
Morningstar Investment Management LLC
INCREASED284,311227,923+56,388+25%$39.7M$64.9M+$25.2M2026-11-09
Krilogy Financial LLC
INCREASED283,467278,724+4,743+2%$55.8M$64.2M+$8.4M2026-10-13
Strategic Planning Group, LLC
INCREASED282,313184,436+97,877+53%$36.9M$64.5M+$27.6M2026-10-22
TD Private Client Wealth LLC
DECREASED281,678281,942-2640%$56.4M$64.3M+$7.9M2026-10-28
Avity Investment Management Inc.
DECREASED281,538294,605-13,067-4%$58.9M$64.3M+$5.4M2026-10-09
Certuity, LLC
INCREASED279,993272,565+7,428+3%$54.4M$63.9M+$9.5M2026-11-02
Compass Capital Management, Inc
DECREASED278,890289,399-10,509-4%$57.9M$63.7M+$5.8M2026-11-06
Capital Investment Advisory Services, LLC
DECREASED277,801278,059-2580%$55.6M$63.5M+$7.8M2026-10-30
Flagship Harbor Advisors, LLC
DECREASED276,105280,933-4,828-2%$56.2M$63.1M+$6.8M2026-10-26
Mirae Asset Securities (USA) Inc.
INCREASED275,699261,138+14,561+6%$52.3M$63.0M+$10.7M2026-10-15
Anderson Hoagland & Co
INCREASED275,450261,581+13,869+5%$52.3M$58.5M+$6.1M2026-10-23
WealthPlan Investment Management, LLC
INCREASED273,587262,484+11,103+4%$52.5M$62.5M+$10.0M2026-10-15
Root Financial Partners, LLC
INCREASED272,353234,709+37,644+16%$47.0M$62.2M+$15.2M2026-10-21
Accurate Wealth Management, LLC
INCREASED271,232247,781+23,451+9%$52.2M$62.0M+$9.8M2026-10-20
Generali Powszechne Towarzystwo Emerytalne
UNCHANGED270,000270,00000%$54.0M$61.7M+$7.6M2026-11-06
Leonteq Securities AG
DECREASED268,953405,327-136,374-34%$81.1M$61.4M-$19.7M2026-10-29
Coronation Fund Managers Ltd.
INCREASED268,55611,882+256,674+2160%$2.4M$61.3M+$59.0M2026-10-27
Investment House LLC
DECREASED267,999412,272-144,273-35%$82.5M$61.2M-$21.3M2026-10-21
Trust Asset Management LLC
UNCHANGED267,768267,76800%$53.6M$61.2M+$7.6M2026-11-03
Symphony Financial, Ltd. Co.
INCREASED267,540200,102+67,438+34%$39.1M$61.5M+$22.4M2026-10-22
Bensler, LLC
DECREASED266,092273,010-6,918-3%$54.6M$60.8M+$6.1M2026-11-05
Mitchell Capital Management Co
DECREASED265,983271,289-5,306-2%$54.3M$60.7M+$6.5M2026-10-29
KMG Fiduciary Partners, LLC
DECREASED265,542282,240-16,698-6%$56.5M$60.6M+$4.2M2026-10-14
Brown Miller Wealth Management, LLC
DECREASED264,361264,758-3970%$53.0M$60.4M+$7.4M2026-11-02
Signal Advisors Wealth, LLC
NEW262,533—+262,533——$60.0M—2026-10-13
Patton Albertson Miller Group, LLC
DECREASED261,918265,472-3,554-1%$53.1M$59.8M+$6.7M2026-10-26
Purus Wealth Management, LLC
DECREASED261,775264,152-2,377-1%$52.9M$59.8M+$6.9M2026-10-15
Cornerstone Wealth Management, LLC
DECREASED260,538263,411-2,873-1%$52.7M$59.5M+$6.8M2026-11-04
J. L. Bainbridge & Co., Inc.
INCREASED260,160198,236+61,924+31%$39.7M$59.4M+$19.8M2026-10-20
Forvis Mazars Wealth Advisors, LLC
INCREASED260,039255,649+4,390+2%$51.2M$59.4M+$8.2M2026-10-13
Nfsg Corp
INCREASED256,803244,058+12,745+5%$48.8M$58.6M+$9.8M2026-10-15
Empire Life Investments Inc.
DECREASED256,416258,863-2,447-1%$51.8M$58.6M+$6.8M2026-11-06
Means Investment Co., Inc.
DECREASED255,959262,746-6,787-3%$52.6M$58.5M+$5.9M2026-11-03
Axxcess Wealth Management, LLC
DECREASED255,068539,701-284,633-53%$107.9M$58.3M-$49.7M2026-10-21
EverSource Wealth Advisors, LLC
INCREASED254,186242,540+11,646+5%$48.5M$58.1M+$9.5M2026-11-04
CoreCap Advisors, LLC
INCREASED253,471243,104+10,367+4%$48.6M$57.9M+$9.2M2026-10-08
Gemmer Asset Management LLC
DECREASED252,625253,718-1,0930%$50.8M$57.7M+$6.9M2026-10-16
RMR Wealth Builders
INCREASED252,608249,506+3,102+1%$49.9M$57.8M+$7.8M2026-10-22
Azzad Asset Management Inc
DECREASED250,857253,937-3,080-1%$50.8M$57.3M+$6.5M2026-11-04
Cooper Financial Group
INCREASED250,622238,236+12,386+5%$47.7M$57.2M+$9.6M2026-10-07
Smith Group Asset Management, LLC
INCREASED250,42972,078+178,351+247%$14.4M$57.2M+$42.8M2026-10-27
Everhart Financial Group, Inc.
INCREASED250,133240,854+9,279+4%$48.2M$57.1M+$8.9M2026-10-08
Balboa Wealth Partners
DECREASED249,229249,510-2810%$49.9M$56.9M+$7.0M2026-10-20
Aljian Capital Management, LLC
DECREASED247,634248,161-5270%$49.7M$56.6M+$6.9M2026-10-28
William John Sempolinski
DECREASED246,852251,777-4,925-2%$50.4M$56.4M+$6.0M2026-10-20
Eulav Asset Management
INCREASED246,179246,174+50%$49.3M$56.2M+$7.0M2026-10-23
Nwam LLC
INCREASED245,952240,813+5,139+2%$48.2M$56.2M+$8.0M2026-11-09
Trifecta Capital Advisors, LLC
INCREASED244,407241,466+2,941+1%$48.3M$55.8M+$7.5M2026-10-21
Avior Wealth Management, LLC
DECREASED244,306252,383-8,077-3%$50.5M$55.8M+$5.3M2026-10-13
Krane Funds Advisors LLC
INCREASED244,223215,758+28,465+13%$43.2M$55.8M+$12.6M2026-11-09
Segment Wealth Management, LLC
INCREASED243,953242,587+1,366+1%$48.5M$55.7M+$7.2M2026-10-26
BG Investment Services, LLC
INCREASED243,77912,207+231,572+1897%$2.4M$55.7M+$53.2M2026-10-23
Integrity Alliance, Llc.
DECREASED243,583244,798-1,2150%$49.0M$55.6M+$6.6M2026-10-29
HighPoint Advisor Group LLC
INCREASED242,797240,486+2,311+1%$48.1M$55.5M+$7.3M2026-11-09
Foster Dykema Cabot & Partners, LLC
INCREASED242,482187,161+55,321+30%$37.4M$55.4M+$18.0M2026-10-30
Washington Trust Bank
INCREASED242,000239,602+2,398+1%$47.9M$55.3M+$7.3M2026-11-03
Elite Wealth Management, Inc.
INCREASED241,639201,214+40,425+20%$40.3M$55.2M+$14.9M2026-11-03
Granite Investment Partners, LLC
INCREASED239,887231,229+8,658+4%$46.3M$54.8M+$8.5M2026-11-04
University of Texas S AM Investment Management Co
DECREASED239,433251,765-12,332-5%$50.4M$54.7M+$4.4M2026-11-03
Argent Trust Co
INCREASED238,889226,945+11,944+5%$45.4M$54.6M+$9.1M2026-11-09
Bochk Asset Management Ltd
INCREASED238,799210,169+28,630+14%$42.1M$54.5M+$12.5M2026-10-29
Legacy Private Trust Co.
DECREASED238,578243,225-4,647-2%$48.7M$54.5M+$5.8M2026-10-06
Tompkins Financial Corp
DECREASED238,194255,190-16,996-7%$51.1M$54.4M+$3.3M2026-10-05
OceanIQ Capital, LLC
INCREASED237,830232,775+5,055+2%$50.6M$54.3M+$3.7M2026-10-19
Y-Intercept (Hong Kong) Ltd
INCREASED237,805129,840+107,965+83%$26.0M$54.3M+$28.3M2026-10-16
Palacios Wealth Management, LLC
INCREASED237,703235,123+2,580+1%$47.0M$54.3M+$7.2M2026-11-04
Fulcrum Asset Management LLP
INCREASED237,348232,336+5,012+2%$45.3M$53.9M+$8.6M2026-11-04
Ariose Capital Management Ltd
NEW236,372—+236,372——$54.0M—2026-11-02
General American Investors Co Inc
INCREASED235,979205,979+30,000+15%$41.2M$53.9M+$12.7M2026-11-02
KRS Capital Management, LLC
INCREASED234,640234,396+244+0%$46.9M$53.6M+$6.7M2026-10-16
HBK Sorce Advisory LLC
INCREASED233,520232,344+1,176+1%$50.9M$42.4M-$8.5M2026-11-06
Oakmont Corp
DECREASED233,414252,439-19,025-8%$50.5M$53.3M+$2.8M2026-11-09
Parcion Private Wealth LLC
INCREASED233,293224,945+8,348+4%$45.0M$53.3M+$8.3M2026-10-28
Cidel Asset Management Inc
DECREASED232,743276,581-43,838-16%$55.3M$53.2M-$2.2M2026-10-29
Burr Financial Services, LLC
DECREASED231,470236,145-4,675-2%$47.3M$52.9M+$5.6M2026-10-08
Sierra Summit Advisors LLC
INCREASED230,976229,673+1,303+1%$46.0M$52.8M+$6.8M2026-10-28
Provenance Wealth Advisors, LLC
INCREASED229,42792,759+136,668+147%$18.6M$52.4M+$33.8M2026-10-30
Strategic Blueprint, LLC
DECREASED228,422229,352-9300%$45.9M$52.2M+$6.3M2026-10-22
Y.D. More Investments Ltd
INCREASED227,903186,194+41,709+22%$37.3M$52.0M+$14.8M2026-11-02
Partners Wealth Management, LLC
INCREASED227,7549,478+218,276+2303%$1.9M$52.1M+$50.2M2026-10-28
Barlow Wealth Partners, LLC
INCREASED227,473225,776+1,697+1%$46.1M$54.4M+$8.3M2026-10-15
Genus Capital Management Inc.
INCREASED227,196219,041+8,155+4%$43.8M$51.9M+$8.1M2026-11-04
River Wealth Advisors LLC
INCREASED227,170224,298+2,872+1%$44.9M$51.9M+$7.0M2026-11-09
Lowe Brockenbrough & Co Inc
INCREASED226,980226,813+167+0%$45.4M$51.8M+$6.5M2026-11-09
TigerOak Management, L.L.C.
DECREASED226,961227,718-7570%$45.6M$51.8M+$6.3M2026-10-23
Integrated Advisors Network LLC
DECREASED224,540236,543-12,003-5%$47.3M$51.3M+$4.0M2026-10-20
Great Lakes Retirement, Inc.
DECREASED223,960224,134-1740%$44.8M$51.2M+$6.4M2026-10-26
KTF Investments, LLC
INCREASED223,530213,098+10,432+5%$42.6M$51.0M+$8.4M2026-10-23
Norris Perne & French LLP
DECREASED223,201227,943-4,742-2%$45.6M$51.0M+$5.4M2026-10-23
Asset Planning Services Inc
DECREASED222,933224,278-1,345-1%$44.9M$50.9K-$44.8M2026-10-15
Avestar Capital, LLC
DECREASED222,772840,711-617,939-73%$168.2M$50.9M-$117.3M2026-10-28
Nations Financial Group Inc,
DECREASED222,564257,336-34,772-14%$51.5M$50.8M-$661.2K2026-11-05
Decatur Capital Management, Inc.
INCREASED221,735173,655+48,080+28%$34.7M$50.6M+$15.9M2026-11-09
Sloy Dahl & Holst, LLC
DECREASED220,515223,819-3,304-1%$44.8M$50.4M+$5.6M2026-10-14
W.G. Shaheen & Associates DBA Whitney & Co
INCREASED220,497195,914+24,583+13%$39.2M$50.4M+$11.2M2026-11-03
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
INCREASED219,196195,532+23,664+12%$39.1M$50.1M+$11.0M2026-11-09
SVB Wealth LLC
DECREASED218,742230,866-12,124-5%$46.2M$50.0M+$3.8M2026-11-06
Cigna Investments Inc
DECREASED217,861220,305-2,444-1%$44.1M$49.8K-$44.0M2026-10-19
YHB Investment Advisors, Inc.
DECREASED217,727219,225-1,498-1%$43.9M$49.7M+$5.9M2026-10-08
Meyer Handelman Co
INCREASED217,682186,205+31,477+17%$37.3M$49.7M+$12.5M2026-10-28
Titleist Asset Management, LLC
DECREASED217,360219,719-2,359-1%$44.0M$49.6M+$5.7M2026-10-08
King Wealth Management Group
INCREASED215,754215,020+734+0%$43.0M$49.3K-$43.0M2026-11-09
Covenant Asset Management, LLC
DECREASED215,581235,840-20,259-9%$47.2M$49.2M+$2.0M2026-10-14
Lake Street Private Wealth, LLC
INCREASED215,442215,118+324+0%$43.0M$49.2M+$6.2M2026-10-22
Analyst IMS Investment Management Services Ltd.
DECREASED212,930215,781-2,851-1%$43.2M$48.6K-$43.1M2026-11-05
Slow Capital, Inc.
DECREASED212,265217,244-4,979-2%$43.5M$48.5M+$5.0M2026-10-23
Zega Investments, LLC
INCREASED210,642179,783+30,859+17%$36.0M$48.1M+$12.1M2026-11-04
Beaumont Financial Advisors, LLC
INCREASED210,404209,860+544+0%$42.0M$48.1M+$6.1M2026-10-22
Arete Wealth Advisors, LLC
INCREASED208,996203,959+5,037+2%$40.8M$47.8M+$7.0M2026-11-09
Farmers & Merchants Investments Inc
INCREASED206,966199,159+7,807+4%$39.8M$47.3M+$7.4M2026-10-22
Apollon Financial, LLC
INCREASED206,231205,340+891+0%$41.1M$47.1M+$6.0M2026-10-23
Founders Financial Securities LLC
INCREASED204,162194,114+10,048+5%$38.8M$46.6M+$7.8M2026-10-28
Pathway Wealth Management LLC
DECREASED203,177203,197-200%$40.7M$46.4M+$5.7M2026-10-19
Tamar Securities, LLC
DECREASED203,017210,280-7,263-3%$42.1M$46.4M+$4.3M2026-11-03
West Branch Capital LLC
DECREASED202,827205,101-2,274-1%$41.0M$46.3M+$5.3M2026-10-20
Werlinich Asset Management, LLC
DECREASED200,620205,570-4,950-2%$41.1M$45.8M+$4.7M2026-10-09
Progressive Investment Management Corp
DECREASED200,232202,607-2,375-1%$40.5M$45.7M+$5.2M2026-10-26
Dalton Investments, Inc.
UNCHANGED200,150200,15000%$40.0M$45.7M+$5.7M2026-11-04
Blue Grotto Capital, LLC
INCREASED200,000150,642+49,358+33%$30.1M$45.7M+$15.5M2026-11-04
Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust
INCREASED198,192195,639+2,553+1%$39.1M$45.3M+$6.1M2026-10-20
LSV Asset Management
DECREASED197,732206,676-8,944-4%$41.4M$45.2K-$41.3M2026-11-06
Edgestream Partners, L.P.
INCREASED197,651150,949+46,702+31%$30.2M$45.1M+$14.9M2026-11-10
Mirabaud & Cie SA
INCREASED197,287196,469+818+0%$39.3M$45.1M+$5.7M2026-10-27
Capital Asset Advisory Services LLC
DECREASED195,761215,181-19,420-9%$43.1M$41.5M-$1.5M2026-10-30
Codex Capital Asset Management L.L.C.
UNCHANGED195,575195,57500%$39.1M$44.7M+$5.5M2026-10-30
Sawgrass Asset Management LLC
DECREASED195,566200,504-4,938-2%$40.1M$44.7M+$4.5M2026-11-03
Jackson Square Capital, LLC
DECREASED194,787210,075-15,288-7%$42.0M$44.5M+$2.5M2026-10-19
Generali Investments, Management Co LLC
DECREASED194,633214,748-20,115-9%$43.0M$44.5M+$1.5M2026-10-19
GKV Capital Management Co., Inc.
INCREASED194,249192,805+1,444+1%$38.6M$44.4M+$5.8M2026-11-06
Parsons Capital Management Inc
INCREASED194,192188,010+6,182+3%$37.6M$44.3M+$6.7M2026-10-28
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
INCREASED194,000158,000+36,000+23%$31.6M$44.3M+$12.7M2026-11-05
Moody National Bank Trust Division
DECREASED193,826198,787-4,961-2%$39.8M$44.3M+$4.5M2026-10-06
Nemes Rush Group LLC
DECREASED193,361194,629-1,268-1%$38.9M$44.2M+$5.2M2026-11-04
Morse Asset Management, Inc
DECREASED192,779193,754-9750%$38.8M$44.0M+$5.3M2026-11-09
Cove Private Wealth, LLC
INCREASED192,763191,477+1,286+1%$38.3M$44.0M+$5.7M2026-10-28
Nilsine Partners, LLC
DECREASED192,655197,719-5,064-3%$39.6M$44.0M+$4.4M2026-11-02
PDS Planning, Inc
INCREASED192,098180,460+11,638+6%$36.1M$43.9M+$7.8M2026-11-03
IPG Investment Advisors LLC
INCREASED191,405190,351+1,054+1%$38.1M$43.8M+$5.7M2026-10-30
Thompson Siegel & Walmsley LLC
DECREASED191,259192,606-1,347-1%$38.5M$43.7K-$38.5M2026-11-05
Lmcg Investments, LLC
INCREASED190,706190,133+573+0%$38.0M$43.6M+$5.5M2026-10-21
Marietta Wealth Management, LLC
INCREASED189,421187,746+1,675+1%$37.6M$41.9M+$4.4M2026-10-22
Richard C. Young & Co., Ltd.
DECREASED189,302191,833-2,531-1%$38.4M$43.2M+$4.8M2026-11-04
Tema Etfs LLC
DECREASED189,000193,692-4,692-2%$38.8M$43.2M+$4.4M2026-10-16
Summit Global Investments
INCREASED188,859122,669+66,190+54%$24.5M$43.1K-$24.5M2026-10-28
StoneX Group Inc.
DECREASED188,607219,137-30,530-14%$43.9M$43.0M-$816.2K2026-11-03
Washington Trust Advisors, Inc.
DECREASED188,083188,690-6070%$37.8M$43.0M+$5.2M2026-10-22
One Way Holdings LLC
INCREASED187,497166,805+20,692+12%$33.4M$42.8M+$9.4M2026-10-29
Pinnacle Wealth Management Advisory Group, LLC
INCREASED186,920186,833+87+0%$37.4M$42.7M+$5.3M2026-10-23
Citrine Capital LLC
INCREASED186,917186,590+327+0%$37.3M$42.7M+$5.4M2026-10-14
Bell Bank
DECREASED186,628187,692-1,064-1%$37.6M$42.6M+$5.1M2026-10-21
Private Capital Advisors, Inc.
DECREASED186,232189,291-3,059-2%$37.9M$42.5M+$4.7M2026-10-06
Zions Bancorporation, National Association
INCREASED186,124181,719+4,405+2%$36.4M$42.5M+$6.1M2026-11-06
Ramsay, Stattman, Vela & Price, Inc.
INCREASED185,055182,670+2,385+1%$36.6M$42.3M+$5.7M2026-10-19
Galvin, Gaustad & Stein, LLC
INCREASED184,776159,997+24,779+15%$32.0M$42.2M+$10.2M2026-10-08
AK Global Asset Management, LLC
DECREASED184,770186,370-1,600-1%$37.3M$42.2M+$4.9M2026-10-27
Jamison Private Wealth Management, Inc.
DECREASED184,721186,963-2,242-1%$37.4M$42.2M+$4.8M2026-10-14
Dymon Asia Capital (Singapore) Pte. Ltd.
NEW183,568—+183,568——$41.9M—2026-11-04
Blueprint Investment Partners LLC
DECREASED182,940185,924-2,984-2%$37.2M$41.8M+$4.6M2026-10-28
Winch Advisory Services, LLC
DECREASED182,180186,886-4,706-3%$37.4M$41.6M+$4.2M2026-11-06
Cypress Capital Group
INCREASED182,165167,812+14,353+9%$33.6M$41.6M+$8.0M2026-11-03
Indiana Trust & Investment Management Co
DECREASED181,731182,643-9120%$36.5M$41.5M+$5.0M2026-10-22
NAN Fung Trinity (HK) Ltd
UNCHANGED180,240180,24000%$36.1M$41.2M+$5.1M2026-11-06
JBR Co Financial Management Inc
DECREASED179,729180,166-4370%$36.0M$35.5M-$538.6K2026-10-13
Concord Wealth Partners
DECREASED179,335200,224-20,889-10%$40.1M$41.0M+$893.6K2026-11-02
AlphaStar Capital Management, LLC
INCREASED179,272169,304+9,968+6%$33.9M$40.9M+$7.1M2026-10-16
Blue Trust, Inc.
DECREASED178,717190,741-12,024-6%$38.2M$40.8M+$2.6M2026-10-15
Edgemoor Investment Advisors, Inc.
DECREASED178,667178,764-970%$35.8M$40.8M+$5.0M2026-11-03
180 Wealth Advisors, LLC
DECREASED177,170190,662-13,492-7%$38.1M$40.5M+$2.3M2026-11-03
Trust Co of Toledo NA
INCREASED177,087171,834+5,253+3%$34.4M$40.4M+$6.1M2026-10-16
Sanders Morris Harris LLC
INCREASED177,08626,583+150,503+566%$5.3M$40.4M+$35.1M2026-10-14
Citizens Business Bank
INCREASED176,090174,957+1,133+1%$35.0M$40.2M+$5.2M2026-11-09
James Investment Research, Inc.
DECREASED175,982183,657-7,675-4%$36.7M$40.2M+$3.4M2026-10-22
RPG Investment Advisory, LLC
DECREASED175,896313,887-137,991-44%$62.8M$40.2M-$22.6M2026-10-21
Cypress Funds LLC
DECREASED175,810184,636-8,826-5%$36.9M$40.2M+$3.2M2026-11-09
Integrated Financial Solutions, Inc.
INCREASED175,705174,404+1,301+1%$34.9M$40.1M+$5.2M2026-10-09
Sepio Capital, LP
INCREASED175,248148,539+26,709+18%$29.7M$40.0M+$10.3M2026-10-22
Linden Thomas Advisory Services, LLC
DECREASED174,803175,404-6010%$35.1M$39.9M+$4.8M2026-10-19
Catalyst Financial Partners LLC
INCREASED174,685162,620+12,065+7%$32.5M$39.9M+$7.4M2026-11-06
Welch Group, LLC
INCREASED174,663174,029+634+0%$34.8M$39.9M+$5.1M2026-10-29
EagleClaw Capital Managment, LLC
DECREASED174,584183,401-8,817-5%$36.7M$39.9M+$3.2M2026-11-06
Angeles Wealth Management, LLC
DECREASED173,785177,055-3,270-2%$35.4M$39.7M+$4.3M2026-10-26
Gryphon Financial Partners LLC
INCREASED173,692169,338+4,354+3%$33.9M$39.7M+$5.8M2026-11-04
Triad Wealth Partners, LLC
INCREASED173,563169,599+3,964+2%$35.0M$39.6M+$4.6M2026-10-26
IFG Advisory, LLC
INCREASED173,523167,844+5,679+3%$33.6M$39.6M+$6.0M2026-11-09
Fire Capital Management LLC
INCREASED173,493153,431+20,062+13%$30.7M$39.6M+$8.9M2026-10-27
Bfsg, LLC
INCREASED172,756172,109+647+0%$34.4M$39.5M+$5.0M2026-10-30
Scott & Selber, Inc.
DECREASED172,484172,564-800%$34.5M$39.4M+$4.9M2026-10-21
Lockheed Martin Investment Management Co
DECREASED171,860821,230-649,370-79%$164.3M$39.2M-$125.1M2026-11-04
Confluence Wealth Services, Inc.
DECREASED171,486214,544-43,058-20%$42.9M$39.2M-$3.8M2026-11-05
3Chopt Investment Partners, LLC
INCREASED170,495161,098+9,397+6%$32.2M$39.0M+$6.7M2026-10-30
PFG Advisors
DECREASED169,973173,052-3,079-2%$34.6M$38.8M+$4.2M2026-10-16
Joel Isaacson & Co., LLC
INCREASED169,418166,062+3,356+2%$33.2M$38.7M+$5.5M2026-11-05
Broad Peak Investment Advisers Pte Ltd
DECREASED167,391219,891-52,500-24%$44.0M$38.2M-$5.8M2026-11-02
Premier Path Wealth Partners, LLC
DECREASED166,606166,901-2950%$33.4M$38.0M+$4.7M2026-10-16
Darden Wealth Group Inc
DECREASED166,565170,889-4,324-3%$34.2M$38.0M+$3.8M2026-11-06
Facet Wealth, Inc.
INCREASED166,498131,486+35,012+27%$26.3M$38.0M+$11.7M2026-11-04
Patten Group, Inc.
DECREASED166,486167,280-7940%$33.5M$38.0M+$4.6M2026-10-26
Kavar Capital Partners Group, LLC
INCREASED166,111161,272+4,839+3%$32.3M$37.9M+$5.7M2026-11-06
bLong Financial, LLC
INCREASED166,011165,756+255+0%$33.2M$37.9M+$4.7M2026-10-29
Montag A & Associates Inc
DECREASED165,673171,219-5,546-3%$34.3M$37.9M+$3.6M2026-10-29
Stenger Family Office, LLC
INCREASED164,923158,057+6,866+4%$31.6M$37.7M+$6.1M2026-10-22
Highline Wealth Partners LLC
INCREASED164,889159,366+5,523+3%$31.9M$37.7M+$5.8M2026-10-19
Cassaday & Co Wealth Management LLC
DECREASED164,461166,790-2,329-1%$33.4M$37.6M+$4.2M2026-10-27
Portfolio Design Labs, LLC
INCREASED164,288161,171+3,117+2%$32.2M$37.5M+$5.3M2026-11-04
Archford Capital Strategies, LLC
INCREASED163,543156,732+6,811+4%$31.4M$37.4M+$6.0M2026-10-19
Chatham Capital Group, Inc.
DECREASED163,530164,476-946-1%$32.9M$37.3M+$4.4M2026-10-16
Everest Financial Group LLC
INCREASED162,992158,412+4,580+3%$31.7M$37.2M+$5.5M2026-11-06
Neumann Capital Management, LLC
NEW162,187—+162,187——$37.0M—2026-10-15
Asio Capital, LLC
DECREASED161,670162,027-3570%$32.4M$37.0M+$4.5M2026-10-19
Polaris Financial Partners
NEW161,395—+161,395——$37.2K—2026-10-02
Blue Zone Wealth Advisors, LLC
INCREASED161,212129,666+31,546+24%$25.9M$36.8M+$10.9M2026-10-19
Moneco Advisors, LLC
DECREASED161,024168,672-7,648-5%$33.7M$36.8M+$3.0M2026-11-05
Stiles Financial Services Inc
DECREASED160,402161,950-1,548-1%$32.4M$36.6M+$4.2M2026-10-30
Kapitalo Investimentos Ltda
DECREASED160,259371,034-210,775-57%$74.2M$36.6M-$37.6M2026-10-20
Heirloom Wealth Management
INCREASED160,180157,308+2,872+2%$31.5M$36.6M+$5.1M2026-10-14
J.Safra Asset Management Corp
INCREASED159,748139,966+19,782+14%$28.0M$36.5M+$8.5M2026-11-03
Rice Partnership, LLC
INCREASED159,075155,212+3,863+2%$31.1M$36.3M+$5.3M2026-11-09
Procyon Advisors, LLC
DECREASED158,982159,615-6330%$31.9M$36.3M+$4.4M2026-10-21
Orange Investment Advisors, Inc.
DECREASED158,797166,403-7,606-5%$33.3M$36.3M+$3.0M2026-10-23
Berbice Capital Management LLC
INCREASED158,700157,880+820+1%$31.6M$36.2M+$4.7M2026-10-13
Todd Asset Management LLC
INCREASED158,13920,010+138,129+690%$4.0M$36.1M+$32.1M2026-10-27
First Merchants Corp
DECREASED158,022162,711-4,689-3%$32.6M$36.1M+$3.5M2026-10-15
Motco
DECREASED156,916157,113-1970%$31.4M$35.8M+$4.4M2026-11-09
Spirit of America Management Corp
DECREASED156,620158,020-1,400-1%$31.6M$35.8M+$4.2M2026-10-14
Icici Prudential Asset Management Co Ltd
INCREASED156,015149,765+6,250+4%$30.0M$35.6M+$5.7M2026-11-06
Montecito Bank & Trust
DECREASED155,835158,811-2,976-2%$31.8M$35.6M+$3.8M2026-10-01
SeaCrest Wealth Management, LLC
DECREASED155,316179,481-24,165-13%$35.9M$35.5M-$441.3K2026-10-21
Wealth Effects LLC
DECREASED155,206157,193-1,987-1%$31.5M$35.4M+$4.0M2026-10-23
JIA Investment Alliance Pte. Ltd.
UNCHANGED154,900154,90000%$31.0M$35.4M+$4.4M2026-10-06
Indivisible Partners
INCREASED154,811110,135+44,676+41%$22.0M$35.4M+$13.3M2026-10-26
Fagan Associates, Inc.
INCREASED154,771152,243+2,528+2%$30.5M$35.3M+$4.9M2026-10-13
Cardinal Point Capital Management ULC
INCREASED154,397153,736+661+0%$30.8M$35.3M+$4.5M2026-10-21
Deltec Asset Management LLC
DECREASED154,383168,432-14,049-8%$33.7M$35.3M+$1.6M2026-10-26
Trust Point Inc.
INCREASED153,994133,641+20,353+15%$26.7M$35.2M+$8.4M2026-10-27
Sigma Investment Counselors Inc
INCREASED153,329134,534+18,795+14%$26.9M$35.0M+$8.1M2026-10-27
Atwood & Palmer Inc
INCREASED153,289151,676+1,613+1%$30.3M$35.0M+$4.7M2026-10-08
Supplemental Annuity Collective Trust of NJ
DECREASED153,120155,348-2,228-1%$31.1M$35.0M+$3.9M2026-11-02
Pensioenfonds Rail & OV
NEW152,576—+152,576——$34.8M—2026-11-09
Sendero Wealth Management, LLC
DECREASED151,701168,369-16,668-10%$33.7M$34.6M+$956.6K2026-10-14
Resonant Capital Advisors, LLC
INCREASED151,685143,797+7,888+5%$28.8M$34.7M+$5.9M2026-10-15
Arjuna Capital
INCREASED151,543145,270+6,273+4%$29.1M$34.6M+$5.5M2026-11-03
Cypress Asset Management Inc
DECREASED151,090157,815-6,725-4%$31.6M$34.5M+$2.9M2026-10-09
Kestra Investment Management, LLC
DECREASED151,058154,521-3,463-2%$30.9M$34.5M+$3.6M2026-11-04
Kingsman Wealth Management, Inc.
DECREASED150,739154,610-3,871-2%$30.9M$34.4M+$3.5M2026-10-13
Draper Asset Management, LLC
DECREASED150,298150,633-3350%$30.1M$34.3M+$4.2M2026-10-09
Linden Rose Investment LLC
INCREASED150,247145,365+4,882+3%$29.1M$34.3M+$5.2M2026-11-03
Westover Capital Advisors, LLC
INCREASED150,167146,961+3,206+2%$29.4M$34.3M+$4.9M2026-10-26
Chicago Trust Co NA
INCREASED150,068148,463+1,605+1%$29.7M$34.3M+$4.6M2026-10-28
Burns J W & Co Inc
INCREASED150,050145,017+5,033+3%$29.0M$34.3M+$5.3M2026-10-20
Brick & Kyle, Associates
DECREASED149,617149,933-3160%$26.1M$34.2M+$8.0M2026-11-05
Zweig-DiMenna Associates LLC
INCREASED149,515146,615+2,900+2%$29.3M$34.1M+$4.8M2026-11-06
Gilliland Jeter Wealth Management LLC
DECREASED149,493150,036-5430%$30.0M$34.1M+$4.1M2026-10-28
Schnieders Capital Management, Llc.
INCREASED149,412131,455+17,957+14%$26.3M$34.1M+$7.8M2026-11-09
United Advisor Group, LLC
INCREASED148,749143,966+4,783+3%$28.8M$34.0M+$5.2M2026-11-03
Compass Financial Management LLC
INCREASED148,188134,782+13,406+10%$28.0M$33.8M+$5.8M2026-10-30
Equitable Trust Co
DECREASED148,071148,648-5770%$29.7M$33.8M+$4.1M2026-10-13
Cadinha & Co LLC
INCREASED147,481144,840+2,641+2%$29.0M$33.7M+$4.7M2026-10-22
Northbridge Financial Group, LLC
INCREASED147,030143,388+3,642+3%$28.7M$35.2M+$6.5M2026-11-05
Independence Bank of Kentucky
INCREASED146,829141,669+5,160+4%$28.3M$33.5M+$5.2M2026-10-26
Advisor OS, LLC
DECREASED146,384147,120-7360%$29.4M$33.4M+$4.0M2026-11-03
Proactive Wealth Strategies LLC
INCREASED146,321139,435+6,886+5%$27.9M$33.4M+$5.5M2026-11-09
Pittenger & Anderson Inc
INCREASED146,230143,395+2,835+2%$28.7M$33.4M+$4.7M2026-11-02
Ashton Thomas Securities, LLC
INCREASED146,180135,105+11,075+8%$27.0M$33.4M+$6.4M2026-10-26
Optas, LLC
DECREASED145,897146,976-1,079-1%$29.4M$33.3M+$3.9M2026-11-09
Wealth Management Partners, LLC
DECREASED145,331153,122-7,791-5%$30.6M$33.2M+$2.6M2026-10-21
Koshinski Asset Management, Inc.
INCREASED145,275143,325+1,950+1%$28.7M$33.2M+$4.5M2026-10-29
Investment Insight Wealth Management, LLC
DECREASED145,229152,497-7,268-5%$30.5M$33.2M+$2.7M2026-10-30
Diversified Enterprises, LLC
INCREASED144,811132,600+12,211+9%$26.5M$33.1M+$6.5M2026-10-19
Secure Asset Management, LLC
DECREASED144,432144,954-5220%$29.0M$33.0M+$4.0M2026-10-19
Quent Capital, LLC
INCREASED144,308135,244+9,064+7%$27.1M$26.8M-$259.1K2026-11-09
Clear Harbor Asset Management, LLC
INCREASED144,242130,508+13,734+11%$26.1M$32.9M+$6.8M2026-11-05
Burling Wealth Partners, LLC
DECREASED143,982146,435-2,453-2%$29.3M$32.9M+$3.6M2026-11-09
CV Advisors LLC
INCREASED143,488139,885+3,603+3%$28.0M$32.8M+$4.8M2026-10-13
Intesa Sanpaolo Wealth Management
INCREASED143,190136,181+7,009+5%$27.2M$32.7M+$5.5M2026-10-28
Laurel OAK Wealth Management, LLC
INCREASED142,987141,376+1,611+1%$28.3M$32.7M+$4.4M2026-10-19
Mizuho Markets Americas LLC
DECREASED142,387244,555-102,168-42%$48.9M$32.5M-$16.4M2026-11-09
SFE Investment Counsel
INCREASED142,373138,995+3,378+2%$27.8M$32.5M+$4.7M2026-10-29
Birch Hill Investment Advisors LLC
INCREASED141,977136,086+5,891+4%$27.2M$32.4M+$5.2M2026-10-16
Formidable Asset Management, LLC
DECREASED141,340141,425-850%$24.8M$28.4M+$3.6M2026-11-03
Tctc Holdings, LLC
INCREASED140,884140,147+737+1%$28.0M$32.2M+$4.1M2026-11-02
Fiduciary Alliance LLC
DECREASED140,222154,401-14,179-9%$30.9M$32.0M+$1.1M2026-10-13
Provident Investment Management, Inc.
INCREASED139,984138,131+1,853+1%$27.6M$32.0M+$4.3M2026-10-23
Consolidated Investment Group LLC
UNCHANGED139,610139,61000%$27.9M$31.9M+$3.9M2026-11-04
SouthState Bank Corp
INCREASED139,33295,682+43,650+46%$19.1M$31.8M+$12.7M2026-11-09
Anchyra Partners LLC
INCREASED139,027129,693+9,334+7%$26.0M$31.8M+$5.8M2026-10-13
Left Brain Wealth Management, LLC
DECREASED137,917148,498-10,581-7%$29.7M$31.5M+$1.8M2026-10-28
Gibbs Wealth Management
INCREASED137,914112,976+24,938+22%$22.6M$31.5M+$8.9M2026-10-22
AdvisorNet Financial, Inc
INCREASED137,551130,249+7,302+6%$26.1M$30.4M+$4.4M2026-10-15
Ninety One North America, Inc.
DECREASED137,511146,533-9,022-6%$29.3M$31.4M+$2.1M2026-10-15
Jessup Wealth Management, Inc
INCREASED137,456131,447+6,009+5%$26.3M$31.4M+$5.1M2026-10-20
Verdence Capital Advisors LLC
INCREASED137,19197,098+40,093+41%$19.4M$31.3M+$11.9M2026-10-26
Peterson Wealth Services
INCREASED137,159135,869+1,290+1%$27.2M$31.3M+$4.1M2026-10-26
Portside Wealth Group, LLC
DECREASED136,191137,669-1,478-1%$27.5M$31.1M+$3.6M2026-10-20
Genoa Capital Gestora de Recursos Ltda.
INCREASED136,141115,194+20,947+18%$23.0M$31.1M+$8.0M2026-10-20
Platform Technology Partners
INCREASED135,982132,818+3,164+2%$26.6M$31.1M+$4.5M2026-11-02
Sovran Advisors, LLC
INCREASED135,946127,637+8,309+7%$25.1M$29.0M+$3.9M2026-11-02
Charles Schwab Trust Co
INCREASED135,793134,175+1,618+1%$26.8M$31.0M+$4.2M2026-10-15
CRA Financial Services, LLC
INCREASED135,526134,550+976+1%$26.9M$31.0M+$4.0M2026-10-16
Smithbridge Asset Management Inc
INCREASED134,982131,496+3,486+3%$26.3M$30.8M+$4.5M2026-10-19
San Luis Wealth Advisors LLC
INCREASED134,970134,812+158+0%$27.0M$30.8M+$3.8M2026-10-27
Guyasuta Investment Advisors Inc
INCREASED134,947134,166+781+1%$26.8M$30.8M+$4.0M2026-10-15
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED134,776134,77600%$27.0M$27.0M$02026-10-15
Beese Fulmer Investment Management, Inc.
INCREASED134,622128,448+6,174+5%$25.7M$30.8M+$5.1M2026-10-23
First Horizon Corp
DECREASED134,510134,961-4510%$27.0M$30.7M+$3.7M2026-10-26
Virtus Wealth Solutions LLC
DECREASED134,160144,652-10,492-7%$28.9M$30.6M+$1.7M2026-11-03
Mesirow Financial Investment Management, Inc.
INCREASED134,012132,067+1,945+1%$26.4M$30.6M+$4.2M2026-11-05
Globalt Investments LLC / GA
DECREASED133,830137,836-4,006-3%$27.6M$30.6M+$3.0M2026-10-27
Cantor Fitzgerald Investment Advisors L.P.
INCREASED133,47322,882+110,591+483%$4.6M$30.5M+$25.9M2026-10-21
GoalVest Advisory LLC
INCREASED133,37421,878+111,496+510%$4.4M$5.3M+$891.6K2026-10-02
Copeland Capital Management, LLC
INCREASED133,027125,508+7,519+6%$25.1M$30.4M+$5.3M2026-10-13
SS&H Financial Advisors, Inc.
DECREASED132,935133,706-771-1%$26.8M$30.4K-$26.7M2026-10-28
Plimoth Trust Co LLC
INCREASED132,240129,513+2,727+2%$25.9M$30.2M+$4.3M2026-10-26
MSH Capital Advisors LLC
INCREASED132,16331,284+100,879+322%$6.3M$30.4M+$24.2M2026-11-03
Conning Inc.
DECREASED131,205131,490-2850%$26.3M$30.0M+$3.7M2026-10-27
Harrell Investment Partners, LLC
DECREASED131,142135,586-4,444-3%$27.1M$30.0M+$2.8M2026-10-15
Whitener Capital Management, Inc.
INCREASED130,768130,657+111+0%$26.1M$29.9M+$3.7M2026-10-15
Argentarii, LLC
INCREASED130,500130,234+266+0%$28.3M$29.8M+$1.5M2026-10-28
Natural Investments, LLC
INCREASED130,084115,946+14,138+12%$23.2M$29.7M+$6.5M2026-11-06
Pavaki Capital Management LLC
INCREASED130,00026,000+104,000+400%$5.2M$29.7M+$24.5M2026-10-26
Silver OAK Securities, Incorporated
DECREASED129,865136,932-7,067-5%$27.4M$24.2M-$3.2M2026-11-09
Robeco Schweiz AG
UNCHANGED129,500129,50000%$25.9M$29.6M+$3.7M2026-10-23
Bison Wealth, LLC
INCREASED129,491117,756+11,735+10%$23.0M$29.3M+$6.3M2026-10-13
Blueprint Financial Advisors LLC
INCREASED128,284123,692+4,592+4%$24.7M$29.3M+$4.5M2026-10-28
Costello Asset Management, Inc
DECREASED128,278129,256-978-1%$25.9M$29.3M+$3.4M2026-10-30
Harbor Capital Advisors, Inc.
INCREASED128,233122,241+5,992+5%$24.5M$29.3K-$24.4M2026-10-22
Parkside Financial Bank & Trust
INCREASED128,218126,736+1,482+1%$25.4M$29.3M+$3.9M2026-10-27
North Growth Management Ltd.
INCREASED128,00094,000+34,000+36%$18.8M$29.2K-$18.8M2026-10-20
Hendershot Investments Inc.
DECREASED127,800131,721-3,921-3%$26.4M$29.2M+$2.8M2026-11-05
LVW Advisors, LLC
DECREASED127,757128,025-2680%$25.6M$29.2M+$3.6M2026-10-19
Hennion & Walsh Asset Management, Inc.
DECREASED127,442137,461-10,019-7%$27.5M$29.1M+$1.6M2026-10-13
Private Trust Co NA
INCREASED127,278119,259+8,019+7%$23.9M$29.1M+$5.2M2026-10-20
Laurel Wealth Advisors LLC
DECREASED127,177131,994-4,817-4%$26.4M$29.0M+$2.6M2026-10-27
Claro Advisors Inc.
INCREASED126,958119,059+7,899+7%$23.8M$29.0M+$5.2M2026-11-02
Metatron Capital Sicav plc - Metatron Long Term Equity Fund
INCREASED126,80098,860+27,940+28%$19.8M$29.0M+$9.2M2026-11-04
Perennial Advisors, LLC
DECREASED126,748129,063-2,315-2%$25.8M$28.9M+$3.1M2026-10-13
Kingstone Capital Partners Texas, LLC
DECREASED126,296135,456-9,160-7%$27.1M$28.8M+$1.7M2026-11-03
FFG Partners, LLC
DECREASED125,936132,860-6,924-5%$26.6M$28.8M+$2.2M2026-10-15
Csenge Advisory Group
INCREASED125,826121,296+4,530+4%$24.3M$28.7M+$4.5M2026-11-04
Aprio Wealth Management, LLC
INCREASED125,223110,215+15,008+14%$22.1M$28.6M+$6.5M2026-10-28
Canvas Wealth Advisors, LLC
INCREASED125,102115,127+9,975+9%$23.0M$26.7M+$3.7M2026-11-02
Wealth Preservation Advisors, LLC
INCREASED124,985111,041+13,944+13%$22.2M$28.5M+$6.3M2026-11-05
N10 Wealth, LLC
INCREASED124,94096,866+28,074+29%$19.4M$28.5M+$9.2M2026-10-14
Brown Shipley& Co Ltd
DECREASED124,898135,062-10,164-8%$27.0M$28.5M+$1.5M2026-10-09
Atlas Brown,Inc.
DECREASED124,812125,429-6170%$25.1M$28.5M+$3.4M2026-10-09
True North Advisors, LLC
DECREASED124,782138,090-13,308-10%$27.6M$28.5M+$897.9K2026-10-22
Teamwork Financial Advisors, LLC
DECREASED124,712167,945-43,233-26%$33.6M$28.5M-$5.1M2026-10-19
DSG Capital Advisors, LLC
DECREASED124,674125,165-4910%$26.5M$28.5M+$2.0M2026-11-05
Fragasso Financial Advisors Inc
DECREASED124,642129,282-4,640-4%$25.9M$28.6M+$2.7M2026-10-13
Bell Asset Management Ltd
DECREASED124,297174,676-50,379-29%$35.0M$28.4M-$6.6M2026-10-08
Modera Wealth Management, LLC
INCREASED123,839115,076+8,763+8%$23.0M$28.3M+$5.3M2026-10-28
Legacy Financial Advisors, Inc.
INCREASED123,523123,050+473+0%$24.6M$28.2M+$3.6M2026-11-09
McAdam, LLC
INCREASED123,290120,319+2,971+2%$24.1M$28.2M+$4.1M2026-10-21
Mezzasalma Advisors, LLC
DECREASED123,065124,625-1,560-1%$24.9M$28.1M+$3.2M2026-10-14
Parisi Gray Wealth Management
INCREASED123,046122,082+964+1%$24.4M$28.1M+$3.7M2026-10-16
Wilmington Savings Fund Society, FSB
INCREASED122,794121,996+798+1%$24.4M$28.0M+$3.6M2026-10-23
Zullo Investment Group, Inc.
DECREASED122,780122,919-1390%$24.6M$28.0M+$3.4M2026-10-20
Myriad Asset Management Advisors LLC
INCREASED122,683107,253+15,430+14%$21.5M$28.0M+$6.6M2026-11-03
Fortitude Advisory Group L.L.C.
DECREASED122,358122,655-2970%$24.5M$27.9M+$3.4M2026-10-15
Inscription Capital, LLC
DECREASED121,870166,513-44,643-27%$33.3M$27.8M-$5.5M2026-11-02
Fulcrum Capital LLC
INCREASED121,330119,069+2,261+2%$23.8M$27.7M+$3.9M2026-10-15
Roffman Miller Associates Inc
INCREASED121,049112,450+8,599+8%$22.5M$27.6M+$5.1M2026-10-19
LS Investment Advisors, LLC
DECREASED118,653121,978-3,325-3%$24.4M$27.1M+$2.7M2026-10-13
M Holdings Securities, Inc.
DECREASED118,496119,383-887-1%$23.7M$24.9K-$23.6M2026-11-03
Arbejdsmarkedets Tillaegspension
DECREASED118,400123,500-5,100-4%$24.7M$27.0M+$2.3M2026-10-30
Grove Bank & Trust
INCREASED118,102114,233+3,869+3%$22.9M$27.0M+$4.1M2026-10-08
Stackstone Wealth, LLC
NEW118,047—+118,047——$27.0M—2026-10-19
Agur Provident & Training Funds Management LTD
INCREASED118,03080,530+37,500+47%$151.6K$269.6K+$117.9K2026-11-02
M & L Capital Management Ltd
NEW118,000—+118,000——$26.9M—2026-10-26
McHugh Group, LLC
DECREASED117,969119,594-1,625-1%$23.9M$26.9M+$3.0M2026-10-19
Goelzer Investment Management, Inc.
DECREASED117,778118,649-871-1%$23.7M$26.9M+$3.2M2026-10-16
United Capital Management of KS, Inc.
INCREASED117,604113,579+4,025+4%$22.7M$26.9M+$4.1M2026-11-04
Apella Capital, LLC
INCREASED117,323104,486+12,837+12%$20.6M$27.9M+$7.3M2026-10-08
Weatherly Asset Management L. P.
DECREASED117,296121,086-3,790-3%$24.2M$26.8M+$2.6M2026-10-20
BNC Wealth Management, LLC
INCREASED116,967111,491+5,476+5%$22.3M$26.7M+$4.4M2026-10-19
Roman Butler Fullerton & Co
INCREASED116,862115,482+1,380+1%$23.5M$25.4M+$1.9M2026-10-27
Ignite Planners, LLC
INCREASED116,563113,546+3,017+3%$22.7M$26.7M+$4.0M2026-10-14
Visionary Wealth Advisors
INCREASED116,432113,070+3,362+3%$22.6M$26.6M+$4.0M2026-11-04
Payden & Rygel
INCREASED116,180114,040+2,140+2%$22.8M$26.5K-$22.8M2026-10-28
Lighthouse Financial LLC
INCREASED115,869107,979+7,890+7%$21.6M$26.5M+$4.9M2026-10-23
Global Assets Advisory, LLC
DECREASED115,867120,282-4,415-4%$23.9M$27.5M+$3.7M2026-10-28
Werba Rubin Papier Wealth Management
DECREASED115,790115,980-1900%$23.2M$26.4M+$3.2M2026-11-06
Golden State Wealth Management, LLC
DECREASED115,361117,884-2,523-2%$23.6M$26.3M+$2.8M2026-11-02
Warner Group LLC
INCREASED115,354109,200+6,154+6%$21.8M$26.3M+$4.5M2026-11-09
TFR Capital, Llc.
INCREASED115,235107,656+7,579+7%$21.5M$26.3M+$4.8M2026-11-09
Kozak & Associates, Inc.
DECREASED114,912116,352-1,440-1%$23.0M$24.7M+$1.8M2026-10-29
Acumen Wealth Advisors, LLC
INCREASED114,846109,033+5,813+5%$21.8M$26.3M+$4.4M2026-11-05
Kercheville Advisors, LLC
INCREASED114,765111,087+3,678+3%$22.2M$26.2M+$4.0M2026-10-19
Alpha Family Trust
UNCHANGED113,810113,81000%$22.8M$22.8M$02026-11-04
Financial Planning Fort Collins, LLC
DECREASED113,751113,754-30%$23.1M$26.0M+$2.9M2026-10-16
Insight Advisors, LLC/ PA
DECREASED113,558116,704-3,146-3%$23.4M$25.9M+$2.6M2026-10-22
Altura Wealth Advisors Inc.
INCREASED113,026111,349+1,677+2%$22.3M$25.8M+$3.5M2026-10-22
Colonial River Investments, LLC
INCREASED112,871105,789+7,082+7%$21.2M$25.8M+$4.6M2026-10-19
DDD Partners, LLC
DECREASED112,504118,084-5,580-5%$23.6M$25.7M+$2.1M2026-11-02
Geremia Financial Services, LLC
INCREASED112,12558,224+53,901+93%$11.7M$25.6M+$14.0M2026-10-19
Asset One Wealth Management LLC
INCREASED112,121103,007+9,114+9%$21.9M$25.6M+$3.7M2026-11-02
Pinnacle Wealth Planning Services, Inc.
DECREASED112,088113,064-976-1%$22.6M$25.6M+$3.0M2026-10-27
High Net Worth Advisory Group LLC
INCREASED111,905110,962+943+1%$22.2M$25.6M+$3.4M2026-10-26
Global Wealth Management Investment Advisory, Inc.
DECREASED111,661111,804-1430%$22.4M$25.5M+$3.1M2026-11-04
Hohimer Wealth Management, LLC
INCREASED111,656110,149+1,507+1%$22.0M$25.5M+$3.5M2026-11-04
Steele Capital Management, Inc.
DECREASED111,568114,599-3,031-3%$22.9M$25.5M+$2.6M2026-11-02
Redhawk Wealth Advisors, Inc.
DECREASED111,507112,129-622-1%$22.4M$25.5M+$3.0M2026-10-14
American State Bank (Iowa)
DECREASED110,908111,541-633-1%$22.3M$25.3M+$3.0M2026-11-03
Summit Wealth Group LLC / Co
INCREASED110,74990,245+20,504+23%$18.1M$25.3M+$7.2M2026-10-29
Strong Tower Advisory Services
DECREASED110,666120,965-10,299-9%$24.2M$25.3M+$1.1M2026-10-13
Wealth Enhancement Trust Services, Inc.
DECREASED110,442129,063-18,621-14%$25.8M$25.2M-$601.5K2026-10-07
Clear Creek Financial Management, LLC
DECREASED110,046111,968-1,922-2%$22.4M$25.1M+$2.7M2026-10-28
Bright Rock Capital Management, LLC
UNCHANGED110,000110,00000%$22.0M$25.1M+$3.1M2026-10-05
Patriot Financial Group Insurance Agency, LLC
DECREASED109,877116,374-6,497-6%$23.3M$25.1M+$1.8M2026-10-14
111 Capital
DECREASED109,714134,888-25,174-19%$27.0M$25.1M-$1.9M2026-11-03
AMG National Trust Bank
INCREASED109,639103,323+6,316+6%$20.7M$25.0M+$4.4M2026-11-05
CenterBook Partners LP
DECREASED109,433178,482-69,049-39%$35.7M$25.0M-$10.7M2026-11-02
Shah Wealth Advisors, LLC
INCREASED109,42999,777+9,652+10%$20.0M$25.0M+$5.0M2026-11-06
Mondrian Investment Partners LTD
NEW109,384—+109,384——$25.0M—2026-10-23
Fischer Financial Services, Inc.
DECREASED109,184109,580-3960%$21.9M$24.9M+$3.0M2026-10-30
Camden National Bank
DECREASED108,712111,090-2,378-2%$22.2M$24.8M+$2.6M2026-11-02
Castle Rock Wealth Management, LLC
DECREASED108,566109,063-4970%$21.5M$26.0M+$4.4M2026-10-09
Clearstead Trust, LLC
INCREASED108,559107,051+1,508+1%$21.4M$24.8M+$3.4M2026-11-06
Valmark Advisers, Inc.
INCREASED108,068100,387+7,681+8%$20.1M$24.7M+$4.6M2026-11-06
Heck Capital Advisors, LLC
INCREASED107,994107,213+781+1%$21.5M$24.7M+$3.2M2026-10-14
Cullen Investment Group, Ltd.
INCREASED107,763107,683+80+0%$21.5M$24.4M+$2.8M2026-10-13
Neville Rodie & Shaw Inc
DECREASED107,643124,777-17,134-14%$25.0K$24.6K-$3842026-10-05
Tucker Asset Management LLC
DECREASED107,399108,000-601-1%$21.6M$24.5M+$2.9M2026-10-29
Money Concepts Capital Corp
DECREASED107,116107,822-706-1%$21.6M$24.5M+$2.9M2026-11-06
Sunpointe, LLC
INCREASED107,028106,176+852+1%$21.2M$24.4M+$3.2M2026-10-22
City Holding Co
INCREASED106,936101,821+5,115+5%$20.4M$24.4M+$4.0M2026-10-19
Earned Wealth Advisors, LLC
INCREASED106,59873,895+32,703+44%$14.8M$24.3M+$9.6M2026-11-06
Drive Wealth Management, LLC
INCREASED106,507103,439+3,068+3%$20.7M$24.4M+$3.7M2026-11-09
Ebert Capital Management Inc.
DECREASED106,451107,620-1,169-1%$21.5M$24.3M+$2.8M2026-10-08
Foster Victor Wealth Advisors, LLC
INCREASED106,406102,648+3,758+4%$21.7M$23.1M+$1.4M2026-10-21
Onyx Bridge Wealth Group LLC
INCREASED106,202103,012+3,190+3%$20.6M$24.3M+$3.6M2026-10-16
Axxion S.A.
INCREASED105,947103,395+2,552+2%$20.7M$24.2M+$3.5M2026-10-22
Ables, Iannone, Moore & Associates, Inc.
DECREASED105,927107,456-1,529-1%$21.5M$24.2M+$2.7M2026-10-06
Lanark Financial, Inc.
DECREASED105,779106,066-2870%$21.2M$24.2M+$2.9M2026-10-26
Processus Wealth & Capital Management, LLC
DECREASED105,478107,708-2,230-2%$21.6M$24.1M+$2.5M2026-10-16
Vision Capital Management, Inc.
DECREASED105,335106,584-1,249-1%$21.3M$24.1M+$2.7M2026-10-20
Herold Advisors, Inc.
DECREASED105,203114,077-8,874-8%$22.8M$24.0M+$1.2M2026-10-19
Powszechne Towarzystwo Emerytalne Allianz Polska S.A.
NEW105,200—+105,200——$24.0M—2026-10-22
Gables Capital Management Inc.
DECREASED105,155107,005-1,850-2%$21.4M$24.0M+$2.6M2026-11-04
Alps Advisors Inc
INCREASED105,05785,567+19,490+23%$17.1M$24.0M+$6.9M2026-11-03
Embree Financial Group
INCREASED105,030103,235+1,795+2%$20.7M$24.0M+$3.3M2026-10-22
New Hampshire Trust
DECREASED105,029105,903-874-1%$21.2M$24.0M+$2.8M2026-10-20
First Business Financial Services, Inc.
INCREASED104,999102,546+2,453+2%$20.5M$24.0M+$3.5M2026-10-29
Harmony Asset Management LLC
DECREASED104,891106,363-1,472-1%$21.3M$24.0M+$2.7M2026-10-20
Act Two Investors LLC
DECREASED104,692105,122-4300%$21.0M$23.9M+$2.9M2026-11-09
MCF Advisors LLC
DECREASED104,388117,059-12,671-11%$23.4M$23.9M+$439.8K2026-10-28
Liberty Capital Management, Inc.
DECREASED104,331107,620-3,289-3%$21.5M$23.8M+$2.3M2026-11-02
Makena Capital Management LLC
INCREASED104,15594,728+9,427+10%$19.0M$23.8M+$4.8M2026-11-06
Relyea Zuckerberg Hanson LLC
DECREASED103,969114,089-10,120-9%$22.8M$23.7M+$916.3K2026-10-20
GenTrust, LLC
INCREASED103,877100,050+3,827+4%$20.0M$23.7M+$3.7M2026-11-06
Physicians Financial Services, Inc.
DECREASED103,777104,675-898-1%$20.9M$23.7K-$20.9M2026-11-04
Watershed Private Wealth LLC
INCREASED103,747101,671+2,076+2%$20.3M$23.7M+$3.4M2026-10-30
Quantum Private Wealth, LLC
DECREASED103,520106,382-2,862-3%$21.3M$23.6M+$2.4M2026-10-20
Cullinan Associates Inc
INCREASED103,48790,984+12,503+14%$18.2M$23.6M+$5.4M2026-11-03
WP Advisors, LLC
DECREASED103,387104,859-1,472-1%$21.0M$23.6M+$2.6M2026-10-22
Community Financial Services Group, LLC
DECREASED103,230105,935-2,705-3%$20.9M$23.8M+$2.9M2026-10-15
Strategic Wealth Investment Group, LLC
DECREASED103,114108,010-4,896-5%$21.6M$23.5M+$1.9M2026-10-29
Truxt Investmentos Ltda.
NEW102,842—+102,842——$23.5M—2026-11-03
Independent Solutions Wealth Management, LLC
INCREASED102,835102,435+400+0%$20.5M$23.5M+$3.0M2026-10-28
FCG Investment Co
INCREASED102,52695,164+7,362+8%$19.0M$23.4M+$4.4M2026-10-13
Decision Investments, Inc
DECREASED102,367102,687-3200%$20.5M$23.4M+$2.8M2026-10-07
Marathon Wealth Advisors LLC
DECREASED102,251102,811-560-1%$20.6M$23.4M+$2.8M2026-11-04
Eukles Asset Management
DECREASED101,570102,551-981-1%$20.5M$23.2M+$2.7M2026-11-04
Ayalon Insurance Comp Ltd.
INCREASED101,50349,903+51,600+103%$10.0K$23.2K+$13.2K2026-10-08
Lazari Capital Management, Inc.
DECREASED101,409101,514-1050%$20.3M$23.2M+$2.8M2026-10-20
Kathmere Capital Management, LLC
INCREASED101,27092,738+8,532+9%$18.6M$23.1M+$4.6M2026-10-20
WD Rutherford LLC
DECREASED100,653107,475-6,822-6%$21.5M$23.0M+$1.5M2026-10-26
Childress Capital Advisors, LLC
INCREASED100,28796,641+3,646+4%$19.3M$22.9M+$3.6M2026-10-28
PFC Capital Group, Inc.
DECREASED100,256100,446-1900%$20.1M$22.9M+$2.8M2026-11-06
Central Pacific Bank - Trust Division
DECREASED100,192101,905-1,713-2%$20.4M$22.9M+$2.5M2026-10-06
Victory Financial Group, LLC
DECREASED100,186112,391-12,205-11%$22.5M$22.9M+$392.1K2026-10-27
Community Bank & Trust, Waco, Texas
DECREASED100,155101,680-1,525-1%$20.3M$22.9K-$20.3M2026-10-19
Cornell Pochily Investment Advisors, Inc.
DECREASED100,028100,186-1580%$20.0M$22.8M+$2.8M2026-10-19
TradeWell Securities, Llc.
DECREASED99,855101,808-1,953-2%$20.4M$22.8M+$2.4M2026-10-21
First National Bank of Mount Dora, Trust Investment Services
INCREASED99,66897,463+2,205+2%$19.5M$22.8M+$3.3M2026-10-21
Channel Wealth LLC
INCREASED99,49482,121+17,373+21%$16.4M$22.7M+$6.3M2026-11-06
RDA Financial Network
INCREASED99,08198,615+466+0%$19.7M$22.6M+$2.9M2026-10-15
Concord Asset Management, LLC
INCREASED99,02896,394+2,634+3%$19.3M$22.6M+$3.3M2026-11-02
Wright Investors Service Inc
INCREASED98,58689,905+8,681+10%$18.0M$22.5M+$4.5M2026-11-02
Cabot Wealth Management Inc
INCREASED98,50379,167+19,336+24%$15.8M$22.5M+$6.7M2026-11-05
Birinyi Associates Inc
DECREASED98,35099,940-1,590-2%$20.0M$22.5K-$20.0M2026-10-28
Advisors Management Group Inc
DECREASED97,89199,177-1,286-1%$19.8M$22.4K-$19.8M2026-11-05
Premier Fund Managers Ltd
DECREASED97,883129,520-31,637-24%$25.2K$22.2K-$3.0K2026-11-02
Beacon Financial Group
INCREASED97,68192,580+5,101+6%$18.5M$22.3M+$3.8M2026-10-19
McKinley Carter Wealth Services, Inc.
INCREASED96,88594,375+2,510+3%$18.9M$22.1M+$3.2M2026-10-16
Rossmore Private Capital
INCREASED96,55289,642+6,910+8%$17.9M$22.1M+$4.1M2026-10-27
Virtue Capital Management, LLC
INCREASED96,43191,481+4,950+5%$18.3M$22.0M+$3.7M2026-10-29
Duncker Streett & Co Inc
INCREASED96,25895,419+839+1%$19.1M$22.0M+$2.9M2026-10-27
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
DECREASED96,06296,773-711-1%$19.4M$21.9M+$2.6M2026-10-21
Schear Investment Advisers, LLC
INCREASED96,02092,102+3,918+4%$18.4M$21.9M+$3.5M2026-10-14
Tempo Wealth, LLC
INCREASED96,02093,287+2,733+3%$18.7M$21.9M+$3.3M2026-10-14
Donaldson Capital Management, LLC
INCREASED95,92691,384+4,542+5%$18.3M$21.9M+$3.6M2026-11-09
Sound Income Strategies, LLC
DECREASED95,78796,736-949-1%$19.4M$22.1M+$2.7M2026-10-09
MinichMacGregor Wealth Management, LLC
INCREASED95,51692,994+2,522+3%$18.6M$21.8M+$3.2M2026-10-14
Commons Capital, LLC
DECREASED95,104100,365-5,261-5%$20.1M$21.7M+$1.6M2026-11-05
Manchester Financial Inc
DECREASED95,01396,101-1,088-1%$19.2M$21.7M+$2.5M2026-10-15
Griffin Asset Management, Inc.
DECREASED94,96398,014-3,051-3%$19.6M$21.7M+$2.1M2026-10-22
Clean Yield Group
INCREASED94,96394,092+871+1%$18.8M$21.7M+$2.9M2026-10-28
Rakuten Securities, Inc.
DECREASED94,747160,514-65,767-41%$32.1M$21.6M-$10.5M2026-11-02
Smithfield Trust Co
DECREASED94,57194,875-3040%$19.0M$21.6K-$19.0M2026-11-09
Versant Capital Management, Inc
INCREASED94,49592,349+2,146+2%$18.5M$21.6M+$3.1M2026-10-02
State of Wyoming
DECREASED94,485101,718-7,233-7%$20.4M$21.6M+$1.2M2026-10-28
Appleton Partners Inc
INCREASED94,48193,167+1,314+1%$18.6M$21.6K-$18.6M2026-10-30
Shepherd Financial Partners LLC
DECREASED94,45295,815-1,363-1%$19.2M$21.6M+$2.4M2026-11-03
Grant Private Wealth Management Inc
DECREASED94,402141,405-47,003-33%$28.3M$21.6M-$6.7M2026-10-19
Warm Springs Advisors Inc.
INCREASED94,37193,985+386+0%$18.8M$21.6M+$2.7M2026-10-28
Pictet North America Advisors SA
INCREASED94,35143,698+50,653+116%$8.7M$21.5M+$12.8M2026-10-21
Stockman Wealth Management, Inc.
DECREASED94,28095,743-1,463-2%$19.2M$21.5M+$2.4M2026-10-27
Walter Public Investments Inc.
INCREASED94,12892,501+1,627+2%$18.5M$21.5M+$3.0M2026-11-05
Bill Few Associates, Inc.
INCREASED94,00693,520+486+1%$18.7M$21.5M+$2.8M2026-10-09
Sherry Group, Inc.
DECREASED93,97697,056-3,080-3%$18.9M$21.5M+$2.5M2026-10-09
MV Capital Management, Inc.
DECREASED93,965106,629-12,664-12%$21.3M$21.5M+$124.3K2026-10-29
Iowa State Bank
INCREASED93,96093,444+516+1%$18.7M$21.5M+$2.8M2026-10-06
Arrow Financial Corp
DECREASED93,79396,535-2,742-3%$19.3M$21.4M+$2.1M2026-10-26
Harbor Investment Advisory, LLC
INCREASED93,71480,399+13,315+17%$16.1M$21.4M+$5.3M2026-10-13
Compass Ion Advisors, LLC
INCREASED93,59892,923+675+1%$18.6M$21.4M+$2.8M2026-10-23
LRZ Capital LLC
INCREASED93,48565,581+27,904+43%$13.1M$21.4M+$8.2M2026-11-05
Tritonpoint Wealth, LLC
DECREASED93,15697,049-3,893-4%$19.4M$21.3M+$1.9M2026-10-19
VCI Wealth Management LLC
DECREASED93,155106,965-13,810-13%$21.4M$21.3M-$127.9K2026-10-29
Hartford Financial Management Inc.
INCREASED93,05872,901+20,157+28%$14.6M$21.3M+$6.7M2026-10-21
Manchester Capital Management LLC
DECREASED92,73798,090-5,353-5%$19.6M$21.2M+$1.6M2026-10-22
Focused Wealth Management, Inc
INCREASED92,70592,033+672+1%$18.4M$21.2M+$2.8M2026-10-30
Quadcap Wealth Management, LLC
INCREASED92,69490,511+2,183+2%$18.1M$21.7M+$3.6M2026-11-02
Regent Peak Wealth Advisors LLC
INCREASED92,53490,648+1,886+2%$18.1M$21.1M+$3.0M2026-10-13
Hedeker Wealth, LLC
DECREASED92,25293,007-755-1%$18.6M$21.1M+$2.5M2026-10-23
Destiny Wealth Partners, LLC
INCREASED92,22276,905+15,317+20%$15.4M$18.6M+$3.2M2026-11-05
Milestone Asset Management, LLC
INCREASED91,96853,310+38,658+73%$10.7M$21.0M+$10.3M2026-10-15
First Financial Bank - Trust Division
INCREASED91,95587,484+4,471+5%$17.5M$21.0M+$3.5M2026-10-01
Titan Investment Management LLC
INCREASED91,87989,499+2,380+3%$17.9M$21.0M+$3.1M2026-10-22
HWG Holdings LP
DECREASED91,746147,955-56,209-38%$29.6M$21.0M-$8.7M2026-10-08
Renaissance Investment Group LLC
DECREASED91,69694,002-2,306-2%$18.8M$20.9M+$2.1M2026-10-28
Mystic Asset Management, Inc.
DECREASED91,27091,823-553-1%$18.4M$20.8M+$2.5M2026-10-15
LVM Capital Management LTD
INCREASED91,12689,075+2,051+2%$17.8K$20.8M+$20.8M2026-10-20
Oak Asset Management, LLC
DECREASED91,03591,697-662-1%$18.3M$20.8M+$2.4M2026-10-13
Avantax Planning Partners, Inc.
INCREASED90,98988,322+2,667+3%$17.7M$20.8M+$3.1M2026-11-03
JTC Employer Solutions Trustee Ltd
DECREASED90,95996,108-5,149-5%$19.2M$20.8K-$19.2M2026-11-09
N10 Assets, LLC
DECREASED90,75594,114-3,359-4%$18.8M$20.7M+$1.9M2026-10-14
Curated Wealth Partners LLC
INCREASED90,59847,473+43,125+91%$9.5M$20.7M+$11.2M2026-10-15
Fortem Financial Group, LLC
INCREASED90,54190,155+386+0%$18.0M$20.7M+$2.6M2026-10-20
Journey Advisory Group, LLC
INCREASED90,53890,065+473+1%$18.0M$20.7M+$2.7M2026-11-04
Investment Partners, Ltd.
INCREASED90,51046,367+44,143+95%$9.3M$20.7M+$11.4M2026-10-29
David J Yvars Group
INCREASED90,38790,175+212+0%$18.0M$20.6M+$2.6M2026-10-09
Realta Investment Advisors
DECREASED90,35993,562-3,203-3%$18.7M$20.6M+$1.9M2026-10-14
OMC Financial Services LTD
DECREASED90,261155,699-65,438-42%$31.2M$20.6M-$10.5M2026-10-19
FSM Wealth Advisors, LLC
INCREASED89,93988,997+942+1%$17.8M$20.7M+$2.9M2026-10-27
Ellerson Group Inc
DECREASED89,90394,313-4,410-5%$18.9M$18.6M-$289.0K2026-11-04
Maxi Investments CY Ltd
INCREASED89,79073,990+15,800+21%$14.8M$20.5K-$14.8M2026-10-26
Willis Investment Counsel
INCREASED89,63383,643+5,990+7%$16.7M$20.5M+$3.7M2026-10-20
BAR Harbor Wealth Management
INCREASED89,52984,323+5,206+6%$16.9M$20.4M+$3.6M2026-10-21
Mechanics Bank Trust Department
INCREASED89,44384,060+5,383+6%$16.8M$20.4M+$3.6M2026-10-13
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
UNCHANGED89,20089,20000%$17.8M$20.4M+$2.5M2026-10-29
SevenBridge Financial Group, LLC
DECREASED88,90793,183-4,276-5%$20.9M$19.2M-$1.6M2026-10-26
RKL Wealth Management LLC
INCREASED88,88884,023+4,865+6%$16.8M$20.3M+$3.5M2026-10-16
Trek Financial, LLC
INCREASED88,69574,733+13,962+19%$15.0M$20.3M+$5.3M2026-10-29
Little House Capital LLC
INCREASED88,64379,770+8,873+11%$16.0M$20.2M+$4.3M2026-11-06
Jacobi Capital Management LLC
INCREASED88,60584,404+4,201+5%$16.9M$20.2M+$3.3M2026-11-05
Impact Capital Partners LLC
INCREASED88,30084,609+3,691+4%$16.9M$20.2M+$3.2M2026-10-22
Riggs Asset Managment Co. Inc.
INCREASED88,25587,189+1,066+1%$17.4M$20.2M+$2.7M2026-11-05
Seven Mile Advisory
DECREASED88,22989,024-795-1%$17.8M$20.1M+$2.3M2026-10-22
First Command Advisory Services, Inc.
INCREASED86,81648,457+38,359+79%$9.7M$19.8M+$10.2M2026-11-05
Rockport Wealth LLC
DECREASED86,772109,904-23,132-21%$22.0M$19.8M-$2.2M2026-11-03
Old Second National Bank of Aurora
DECREASED86,639102,070-15,431-15%$20.4M$19.8M-$636.6K2026-10-22
EPG Wealth Management LLC
DECREASED86,57787,024-447-1%$17.4M$19.8M+$2.4M2026-11-03
Fiduciary Family Office, LLC
INCREASED86,55279,056+7,496+9%$15.8M$19.8M+$3.9M2026-11-04
Oakworth Capital, Inc.
INCREASED86,50385,313+1,190+1%$17.0M$19.8M+$2.7M2026-10-26
Nvwm, LLC
INCREASED86,06384,899+1,164+1%$17.0M$19.7M+$2.7M2026-10-14
SBI Okasan Asset Management Co.Ltd.
DECREASED86,03089,168-3,138-4%$17.4M$19.5M+$2.2M2026-11-10
Iyo Bank, Ltd.
UNCHANGED85,98585,98500%$17.2M$19.6M+$2.4M2026-11-10
Paragon Advisors, LLC
INCREASED85,92171,020+14,901+21%$14.2M$19.6M+$5.4M2026-11-03
TCV Trust & Wealth Management, Inc.
DECREASED85,86886,886-1,018-1%$17.4M$19.6M+$2.2M2026-10-16
Annis Gardner Whiting Capital Advisors, LLC
INCREASED85,83384,937+896+1%$17.0M$19.6M+$2.6M2026-11-09
Activest Wealth Management
INCREASED85,60383,470+2,133+3%$16.7M$19.6M+$2.8M2026-10-15
Lewis Asset Management, LLC
INCREASED85,46283,017+2,445+3%$16.6M$19.5M+$2.9M2026-10-14
Delta Financial Advisors LLC
DECREASED85,18185,451-2700%$17.1M$19.5M+$2.4M2026-10-27
Carlson Financial, Inc.
DECREASED85,02786,267-1,240-1%$17.3M$19.4M+$2.2M2026-11-05
LEE Danner & Bass Inc
INCREASED84,75682,776+1,980+2%$16.6M$19.4M+$2.8M2026-10-27
Westwind Capital
DECREASED84,75489,123-4,369-5%$17.8K$19.4K+$1.5K2026-10-08
SWS Partners
INCREASED84,31083,644+666+1%$16.7M$19.3M+$2.5M2026-10-26
Kimelman & Baird, LLC
DECREASED83,90583,945-400%$16.8M$19.2M+$2.4M2026-11-03
Gunderson Capital Management LLC
INCREASED83,89569,679+14,216+20%$13.9M$19.2M+$5.2M2026-10-15
Allen Capital Group, LLC
INCREASED83,83282,445+1,387+2%$16.5M$19.1M+$2.6M2026-10-27
Bryn Mawr Trust Advisors, LLC
INCREASED83,70682,069+1,637+2%$16.4M$19.1M+$2.7M2026-11-04
Chase Investment Counsel Corp
DECREASED83,65495,962-12,308-13%$19.2M$19.1K-$19.2M2026-11-09
Weaver Capital Management LLC
DECREASED83,55084,959-1,409-2%$14.8M$19.1M+$4.3M2026-10-15
Adirondack Trust Co
DECREASED83,42786,497-3,070-4%$17.3M$19.1M+$1.7M2026-10-14
ARS Wealth Advisors Group, LLC
INCREASED83,28979,839+3,450+4%$16.0M$19.0M+$3.0M2026-10-16
Oxler Private Wealth LLC
INCREASED82,97382,812+161+0%$16.6M$18.9M+$2.4M2026-10-21
Naples Global Advisors, LLC
INCREASED82,93780,898+2,039+3%$16.2M$19.0M+$2.8M2026-11-05
Xcel Wealth Management, LLC
DECREASED82,87585,544-2,669-3%$17.1M$18.9M+$1.8M2026-10-26
Reflection Asset Management
INCREASED82,86571,642+11,223+16%$14.3M$18.9M+$4.6M2026-10-28
SmartHarvest Portfolios, LLC
DECREASED82,810102,632-19,822-19%$20.5M$18.9M-$1.6M2026-10-26
Barrett & Company, Inc.
INCREASED82,56981,864+705+1%$16.4M$18.9M+$2.5M2026-10-22
Prevail Innovative Wealth Advisors, LLC
INCREASED82,48225,205+57,277+227%$5.0M$19.6M+$14.5M2026-10-20
Trilogy Capital Inc.
INCREASED82,43078,813+3,617+5%$15.8M$18.8M+$3.1M2026-10-20
Windle Wealth, LLC
INCREASED82,31982,316+30%$16.5M$18.8M+$2.3M2026-11-09
Revolve Wealth Partners, LLC
INCREASED82,31178,131+4,180+5%$15.6M$18.8M+$3.2M2026-10-23
Cornerstone Advisory, LLC
INCREASED82,24576,079+6,166+8%$15.2M$18.8M+$3.6M2026-11-06
BigSur Wealth Management LLC
INCREASED82,23179,531+2,700+3%$15.9M$18.8M+$2.9M2026-10-13
S.A. Mason LLC
INCREASED81,99680,433+1,563+2%$16.1M$18.7M+$2.6M2026-10-13
Sterling Investment Advisors, Ltd.
DECREASED81,98582,085-1000%$16.4M$18.7M+$2.3M2026-10-27
Verde Servicos Internacionais S.A.
DECREASED81,81089,896-8,086-9%$18.0M$18.7K-$18.0M2026-10-26
Firetrail Investments PTY LTD
DECREASED81,76682,366-600-1%$16.4M$18.7M+$2.4M2026-11-05
Pegasus Asset Management, Inc.
INCREASED81,73181,377+354+0%$16.3M$18.7M+$2.4M2026-11-03
Oak Harvest Investment Services
DECREASED81,482135,354-53,872-40%$27.1M$18.6M-$8.5M2026-10-20
Pennsylvania Capital Management Inc
INCREASED81,46279,243+2,219+3%$15.9M$18.6M+$2.7M2026-11-05
Asset Dedication, LLC
DECREASED81,35684,866-3,510-4%$17.0M$18.6M+$1.6M2026-11-03
Boston Standard Wealth Management, LLC
DECREASED81,08181,134-530%$15.9M$18.5M+$2.6M2026-10-07
CNB Bank
DECREASED81,03383,300-2,267-3%$16.7M$18.5M+$1.8M2026-11-09
Paladin Partners, LLC
INCREASED81,00273,032+7,970+11%$14.6M$18.5M+$3.9M2026-10-06
Privium Fund Management B.V.
UNCHANGED81,00081,00000%$16.2M$18.5M+$2.3M2026-11-03
Symmetry Partners, LLC
INCREASED80,90172,985+7,916+11%$14.6M$18.5M+$3.9M2026-10-27
Madden Securities Corp
DECREASED80,81382,989-2,176-3%$16.6M$18.5M+$1.9M2026-10-27
Blodgett Wealth Advisors, LLC
DECREASED80,57289,547-8,975-10%$17.9M$18.4M+$483.6K2026-10-23
Monograph Wealth Advisors, LLC
INCREASED80,56072,130+8,430+12%$14.4M$18.4M+$4.0M2026-11-09
Oslo Pensjonsforsikring AS
INCREASED80,50879,008+1,500+2%$15.8M$18.4M+$2.6M2026-10-15
Mine & Arao Wealth Creation & Management, Llc.
DECREASED80,50684,022-3,516-4%$16.8M$18.4M+$1.6M2026-10-29
Cordatus Wealth Management LLC
DECREASED80,33282,915-2,583-3%$16.6M$18.3M+$1.8M2026-10-19
Bath Savings Trust Co
INCREASED80,26076,053+4,207+6%$15.2M$18.3M+$3.1M2026-10-07
Argonautica Private Wealth Management, Inc
DECREASED80,15783,873-3,716-4%$16.8M$18.3M+$1.5M2026-11-02
Corda Investment Management, Llc.
DECREASED80,14880,280-1320%$16.1M$18.3M+$2.2M2026-10-22
American National Bank & Trust
DECREASED80,04181,592-1,551-2%$16.3M$18.3M+$2.0M2026-10-07
Finer Wealth Management, Inc.
DECREASED80,02981,613-1,584-2%$16.3M$18.3M+$1.9M2026-10-16
Maestria Partners LLC
UNCHANGED80,00080,00000%$16.0M$18.3M+$2.3M2026-10-22
Middleton & Co Inc
DECREASED79,91481,596-1,682-2%$16.3M$18.3M+$1.9M2026-10-23
Citizens & Northern Corp
DECREASED79,40381,995-2,592-3%$16.4M$18.1M+$1.7M2026-11-06
Leelyn Smith, LLC
DECREASED79,16180,773-1,612-2%$16.2M$18.1M+$1.9M2026-11-03
Archon Partners LLC
INCREASED79,00072,000+7,000+10%$14.4M$18.0M+$3.6M2026-10-26
Clear Wave Wealth Management LLC
INCREASED78,97475,071+3,903+5%$15.0M$18.0M+$3.0M2026-11-04
Orser Capital Management, LLC
DECREASED78,80178,873-720%$15.8M$18.0M+$2.2M2026-10-13
Ellsworth Advisors, LLC
INCREASED78,79978,008+791+1%$16.6M$18.0M+$1.4M2026-10-15
Jcic Asset Management Inc.
DECREASED78,69588,542-9,847-11%$15.4M$18.0M+$2.5M2026-10-30
Beverly Hills Private Wealth, LLC
INCREASED78,55177,786+765+1%$15.6M$17.9M+$2.4M2026-11-04
Eagle Strategies LLC
DECREASED78,51378,783-2700%$15.8M$17.9M+$2.2M2026-10-16
Royal Fund Management, LLC
DECREASED78,462102,159-23,697-23%$20.4M$17.9M-$2.5M2026-10-22
Cerro Pacific Wealth Advisors LLC
DECREASED78,34781,581-3,234-4%$16.3M$17.9M+$1.6M2026-10-22
Florida Financial Advisors, LLC
INCREASED78,03969,389+8,650+12%$13.9M$17.8M+$3.9M2026-11-09
BIP Wealth, LLC
DECREASED78,00979,116-1,107-1%$15.8M$17.8M+$2.0M2026-10-22
Fiduciary Financial Group, LLC
INCREASED78,00877,999+9+0%$15.6M$17.8M+$2.2M2026-10-13
First Affirmative Financial Network
NEW77,802—+77,802——$17.8M—2026-10-21
Keystone Wealth Services, LLC
INCREASED77,63776,326+1,311+2%$15.3M$17.6M+$2.4M2026-11-03
Victrix Investment Advisors
INCREASED77,58477,317+267+0%$15.5M$17.7M+$2.2M2026-10-13
Connecticut Wealth Management, LLC
DECREASED77,54984,074-6,525-8%$16.8M$17.7M+$888.4K2026-10-13
Oarsman Capital, Inc.
INCREASED77,54768,606+8,941+13%$13.7M$17.7M+$4.0M2026-11-05
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
INCREASED77,38669,439+7,947+11%$13.9M$17.7M+$3.8M2026-11-09
Jeppson Wealth Management, LLC
DECREASED77,17278,312-1,140-1%$15.7M$17.6M+$2.0M2026-10-20
Cherry Creek Investment Advisors, Inc.
INCREASED76,95776,940+17+0%$15.4M$17.6M+$2.2M2026-10-14
NewSquare Capital LLC
INCREASED76,92772,308+4,619+6%$14.5M$17.6M+$3.1M2026-11-06
Abacus Wealth Partners, LLC
DECREASED76,80177,166-3650%$15.4M$17.5M+$2.1M2026-11-03
Beacon Capital Management, LLC
DECREASED76,57776,879-3020%$15.4M$17.5M+$2.1M2026-10-23
Balefire, LLC
INCREASED76,35865,016+11,342+17%$13.0M$17.4M+$4.4M2026-10-09
Beacon Bank & Trust
DECREASED75,95776,705-748-1%$15.3M$17.3M+$2.0M2026-10-27
XML Financial, LLC
INCREASED75,95274,279+1,673+2%$14.9M$17.3M+$2.5M2026-10-29
West Family Investments, Inc.
DECREASED75,90876,955-1,047-1%$15.4M$17.3M+$1.9M2026-11-09
NWF Advisory Services Inc.
DECREASED75,64784,698-9,051-11%$16.9M$17.3M+$328.8K2026-10-19
Midwest Professional Planners, Ltd.
DECREASED75,63878,985-3,347-4%$15.8M$17.3M+$1.5M2026-10-29
NovaPoint Capital, LLC
INCREASED75,56274,996+566+1%$15.0M$17.3M+$2.3M2026-10-22
Sage Capital Management, LLC
DECREASED75,51078,806-3,296-4%$15.8M$17.2M+$1.5M2026-10-20
AGP Franklin, LLC
DECREASED75,36476,632-1,268-2%$15.3M$17.2M+$1.9M2026-11-04
MBL Wealth, LLC
INCREASED75,36167,175+8,186+12%$13.4M$17.2M+$3.8M2026-10-22
StoryOne LLC
INCREASED75,29631,120+44,176+142%$6.2M$17.2M+$11.0M2026-10-13
Geneva Partners, LLC
INCREASED75,12173,463+1,658+2%$14.7M$17.2M+$2.5M2026-10-26
Elevatus Welath Management
DECREASED75,07985,316-10,237-12%$17.1M$17.1M+$75.9K2026-10-19
Ashurst Perkins Coie Trust Co
INCREASED74,97773,889+1,088+1%$14.8M$17.1M+$2.3M2026-10-15
Franchise GP Ltd
DECREASED74,68098,619-23,939-24%$19.7M$17.1M-$2.7M2026-10-16
Intrua Financial, LLC
DECREASED74,58275,445-863-1%$15.1M$17.0M+$1.9M2026-10-28
Mirador Capital Partners LP
INCREASED74,46772,943+1,524+2%$14.6M$17.0M+$2.4M2026-10-09
Manuka Financial, LLC
INCREASED74,43274,431+10%$14.9M$17.0M+$2.1M2026-10-16
First Bank & Trust
INCREASED74,39571,668+2,727+4%$14.3M$17.0M+$2.7M2026-10-19
Columbia Bank
INCREASED74,30670,373+3,933+6%$14.1M$17.0M+$2.9M2026-10-29
Brandywine OAK Private Wealth LLC
INCREASED74,19973,740+459+1%$14.8M$16.9M+$2.2M2026-10-23
Personal CFO Solutions, LLC
DECREASED74,16894,496-20,328-22%$18.9M$17.0M-$2.0M2026-11-06
Wespac Advisors SoCal, LLC
INCREASED74,13472,622+1,512+2%$14.5M$16.9M+$2.4M2026-10-13
Prudent Man Advisors, LLC
DECREASED73,86375,192-1,329-2%$15.0M$16.9M+$1.8M2026-11-03
First Heartland Consultants, Inc.
INCREASED73,84470,254+3,590+5%$14.1M$16.9M+$2.8M2026-10-08
Ridgecrest Wealth Partners, LLC
INCREASED73,81967,440+6,379+9%$13.5M$16.9M+$3.4M2026-10-19
Dudley Capital Management, LLC
DECREASED73,68373,756-730%$14.8M$16.8M+$2.1M2026-10-23
Sawyer & Company, Inc
DECREASED73,61075,435-1,825-2%$15.1M$16.8M+$1.7M2026-10-21
Robocap Asset Management Ltd
INCREASED73,38969,525+3,864+6%$13.9M$16.8M+$2.8M2026-11-02
Waters Parkerson & Co., LLC
INCREASED73,38872,392+996+1%$14.5M$16.8M+$2.3M2026-11-04
Stanley-Laman Group, Ltd.
DECREASED73,19874,661-1,463-2%$14.9M$16.7M+$1.8M2026-10-20
Abel Hall, LLC
INCREASED73,09570,101+2,994+4%$14.0M$16.7M+$2.7M2026-10-19
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED72,865112,309-39,444-35%$22.5M$16.6M-$5.8M2026-10-14
Baker Tilly Wealth Management, LLC
INCREASED72,42471,898+526+1%$14.4M$16.5M+$2.2M2026-10-05
Greenfield Seitz Capital Management, LLC
DECREASED72,38474,886-2,502-3%$15.0M$16.5M+$1.5M2026-10-29
JB Capital LLC
INCREASED72,37464,639+7,735+12%$12.9M$16.5M+$3.6M2026-10-19
Moss Adams Wealth Advisors LLC
DECREASED72,28287,048-14,766-17%$17.4M$16.5M-$890.2K2026-10-28
Klingman & Associates, LLC
INCREASED72,02469,645+2,379+3%$13.9M$16.4M+$2.5M2026-10-20
Strengthening Families & Communities, LLC
INCREASED72,00571,576+429+1%$14.3M$16.4M+$2.1M2026-10-21
Pioneer Trust Bank N A
DECREASED71,92372,723-800-1%$14.6M$16.4M+$1.9M2026-11-06
Leuthold Group, LLC
INCREASED71,84768,568+3,279+5%$13.7M$16.4M+$2.7M2026-11-04
Income Insurance Ltd
DECREASED71,57771,677-1000%$14.3M$16.3M+$2.0M2026-10-21
Glass Wealth Management Co LLC
INCREASED71,54362,704+8,839+14%$12.5M$16.3M+$3.8M2026-10-28
Consolidated Capital Management, LLC
DECREASED70,99371,036-430%$14.2M$16.2M+$2.0M2026-10-13
SLT Holdings LLC
DECREASED70,57973,049-2,470-3%$14.6M$16.1M+$1.5M2026-10-15
Falcon Wealth Planning
INCREASED70,48663,931+6,555+10%$12.8M$16.1M+$3.3M2026-11-06
Strategic Advisors LLC
DECREASED70,43984,794-14,355-17%$17.0M$16.1M-$879.6K2026-10-13
Miller Wealth Advisors, LLC
DECREASED70,34371,172-829-1%$14.2M$16.1M+$1.8M2026-11-02
Peregrine Asset Advisers, Inc.
INCREASED70,28460,638+9,646+16%$12.1M$16.1M+$3.9M2026-11-09
Plancorp, LLC
INCREASED70,24660,873+9,373+15%$12.4M$14.4M+$2.0M2026-11-03
Martin Capital Advisors, LLP
DECREASED70,20870,489-2810%$14.1M$16.0M+$1.9M2026-10-15
JSF Financial, LLC
INCREASED70,10451,600+18,504+36%$10.3M$16.0M+$5.7M2026-10-22
True Private Wealth Advisors
DECREASED70,07472,376-2,302-3%$14.5M$16.0M+$1.5M2026-10-19
Arlington Capital Management Inc
INCREASED70,03669,997+39+0%$14.0M$16.0M+$2.0M2026-10-30
LCM Capital Management Inc
INCREASED69,99369,231+762+1%$13.9M$16.0M+$2.1M2026-10-20
Consilium Wealth Advisory, LLC
DECREASED69,91870,213-2950%$14.0M$16.0M+$1.9M2026-10-14
Interchange Capital Partners, LLC
DECREASED69,78470,178-394-1%$14.0M$16.0M+$1.9M2026-10-28
Ascentis Wealth Management, LLC
INCREASED69,57262,954+6,618+11%$12.6M$15.9M+$3.3M2026-11-03
McBroom & Associates, LLC
DECREASED69,31689,633-20,317-23%$17.9M$15.8M-$2.1M2026-10-29
Guerra PAN Advisors, LLC
DECREASED69,31069,575-2650%$13.9M$15.0M+$1.1M2026-10-26
Capital City Trust Co
DECREASED69,30371,047-1,744-2%$14.2M$15.8M+$1.6M2026-10-22
Tcfg Investment Advisors, LLC
DECREASED69,26170,747-1,486-2%$14.2M$15.8M+$1.7M2026-10-20
NBT Bank, N.A.
INCREASED69,19268,648+544+1%$13.7M$15.8M+$2.1M2026-10-21
Kennedy Investment Group, Inc.
INCREASED69,18367,962+1,221+2%$13.6M$15.8M+$2.2M2026-10-21
Ipswich Investment Management Co., Inc.
DECREASED68,97769,277-3000%$13.9M$15.8M+$1.9M2026-10-13
Sustainable Insight Capital Management, LLC
DECREASED68,81472,314-3,500-5%$14.5M$15.7M+$1.2M2026-11-06
Old Peak Finance LLC
DECREASED68,56274,113-5,551-7%$14.8M$15.7M+$828.9K2026-11-02
Cornerstone Planning, LLC
INCREASED68,56268,417+145+0%$13.7M$14.1M+$360.4K2026-10-27
Commonwealth Financial Services, LLC
DECREASED68,46671,605-3,139-4%$14.3M$15.6M+$1.3M2026-10-20
Abundance Wealth Counselors
DECREASED68,43572,871-4,436-6%$14.6M$15.6M+$1.0M2026-10-26
Benchmark Financial Wealth Advisors, LLC
INCREASED68,16665,497+2,669+4%$13.1M$15.6M+$2.5M2026-10-20
Bennett Selby Investments LP
INCREASED67,50662,899+4,607+7%$12.6M$15.4M+$2.8M2026-10-19
Sage Capital Advisors,llc
DECREASED67,09668,243-1,147-2%$13.7M$15.3M+$1.7M2026-10-13
Rossby Financial, LCC
INCREASED67,07850,737+16,341+32%$10.2M$15.3M+$5.2M2026-11-05
Legacy Advisors, LLC
DECREASED66,97474,563-7,589-10%$14.9M$15.3M+$394.2K2026-10-19
Foyston, Gordon & Payne Inc
INCREASED66,96747,475+19,492+41%$9.6M$15.3M+$5.7M2026-11-02
Sheets Smith Wealth Management
DECREASED66,94068,779-1,839-3%$13.8M$15.3M+$1.5M2026-10-16
Tower Trust & Investment Co
INCREASED66,94066,673+267+0%$13.3M$15.3M+$1.9M2026-10-28
Cromwell Holdings LLC
DECREASED66,93569,615-2,680-4%$13.9M$15.3M+$1.4M2026-10-28
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED66,86263,849+3,013+5%$12.8M$15.3M+$2.5M2026-10-14
Smart Wealth LLC
DECREASED66,73876,294-9,556-13%$15.3M$15.2M-$24.1K2026-11-04
TritonPoint Partners, LLC
DECREASED66,689115,886-49,197-42%$23.2M$15.2M-$7.9M2026-11-05
United Bank
INCREASED66,68466,223+461+1%$13.3M$15.2M+$2.0M2026-11-06
Swiss RE LTD
INCREASED66,62640,297+26,329+65%$8.1M$15.2M+$7.2M2026-11-06
Aviso Wealth Management
DECREASED66,58767,596-1,009-1%$13.5M$15.2M+$1.7M2026-11-04
Greenup Street Wealth Management LLC
INCREASED66,53564,645+1,890+3%$12.9M$15.2M+$2.3M2026-10-28
Folger Nolan Fleming Douglas Capital Management, Inc
DECREASED66,51867,109-591-1%$13.4M$15.2M+$1.8M2026-10-13
Carroll Advisory Group, LLC
INCREASED66,35865,293+1,065+2%$13.1M$15.2M+$2.1M2026-10-16
Shaker Investments LLC
DECREASED66,29875,720-9,422-12%$15.2M$15.1M-$9.7K2026-11-05
Outlook Wealth Advisors, LLC
DECREASED66,09073,506-7,416-10%$14.7M$15.1M+$390.2K2026-10-28
Arsenal Capital Advisors LLC
INCREASED66,06965,621+448+1%$13.1M$15.1M+$2.0M2026-11-02
TriaGen Wealth Management LLC
INCREASED66,06349,597+16,466+33%$9.9M$15.1M+$5.2M2026-10-14
Millennium Capital Advisors, LLC
DECREASED66,03266,033-10%$13.2M$15.1M+$1.9M2026-10-16
Advisors Preferred, LLC
UNCHANGED66,00066,00000%$12.9M$15.4M+$2.6M2026-11-09
Lineweaver Wealth Advisors, LLC
INCREASED65,90464,884+1,020+2%$13.0M$15.1M+$2.1M2026-10-13
AM Investment Strategies LLC
INCREASED65,55363,841+1,712+3%$12.8K$15.0K+$2.2K2026-11-05
Generali Investments Towarzystwo Funduszy Inwestycyjnych
DECREASED65,50066,000-500-1%$13.2M$15.0M+$1.8M2026-11-06
Prosperity Financial Group, Inc.
INCREASED65,46560,025+5,440+9%$12.0M$15.0M+$2.9M2026-10-29
Hudson Canyon Capital Management
DECREASED65,40769,856-4,449-6%$14.0M$14.9M+$960.2K2026-11-04
Nicollet Investment Management, Inc.
DECREASED65,36966,612-1,243-2%$13.3M$14.9K-$13.3M2026-10-14
Retirement Planning Group, LLC
DECREASED65,36172,509-7,148-10%$14.5M$14.9M+$418.8K2026-10-19
Hilltop National Bank
INCREASED65,34864,932+416+1%$13.0M$14.9M+$1.9M2026-10-14
LifeGoal Investments, LLC
INCREASED65,31413,852+51,462+372%$2.8M$14.9M+$12.1M2026-10-09
Regatta Capital Group, LLC
INCREASED65,29461,584+3,710+6%$12.3M$14.9M+$2.6M2026-10-23
Schaper Benz & Wise Investment Counsel Inc
DECREASED65,28865,585-2970%$13.1M$14.9M+$1.8M2026-10-09
Accredited Investors Inc.
INCREASED64,96564,436+529+1%$12.9M$14.8M+$1.9M2026-11-03
Ascent Wealth Partners, LLC
INCREASED64,85664,151+705+1%$12.8M$14.8M+$2.0M2026-10-23
Carret Asset Management, LLC
DECREASED64,81871,363-6,545-9%$14.3M$14.8M+$524.1K2026-11-04
Kanawha Capital Management LLC
INCREASED64,70163,547+1,154+2%$12.7M$14.8M+$2.1M2026-10-19
Merrion Investment Management Co, LLC
DECREASED64,60064,925-3250%$13.0M$14.8M+$1.8M2026-10-16
Lattice Capital Management, LLC
UNCHANGED64,50064,50000%$12.9M$14.7M+$1.8M2026-11-03
D'Orazio & Associates, Inc.
DECREASED64,41466,872-2,458-4%$13.4M$14.7M+$1.3M2026-11-04
LFG Wealth Partners, LLC
INCREASED64,40658,364+6,042+10%$11.7M$14.7M+$3.0M2026-10-28
Arista Wealth Management, LLC
INCREASED64,22764,145+82+0%$12.8M$14.7M+$1.8M2026-10-29
Nkcfo LLC
UNCHANGED64,15064,15000%$12.8M$14.7K-$12.8M2026-11-04
Ring Mountain Capital, LLC
INCREASED64,07862,029+2,049+3%$12.4M$14.6M+$2.2M2026-10-13
Princeton Global Asset Management LLC
INCREASED63,79562,315+1,480+2%$12.5M$14.6M+$2.1M2026-10-21
Forum Financial Management, LP
DECREASED63,79469,037-5,243-8%$13.8M$14.6M+$755.6K2026-10-16
Emerald Advisers, LLC
INCREASED63,75857,148+6,610+12%$11.4M$14.6M+$3.1M2026-11-09
Prosperitas Financial LLC
INCREASED63,58260,433+3,149+5%$12.1M$14.5M+$2.4M2026-10-28
AlTi Global, Inc.
DECREASED63,557116,940-53,383-46%$23.4M$14.5M-$8.9M2026-11-09
Waldron Private Wealth LLC
INCREASED63,50963,504+5+0%$12.7M$14.5M+$1.8M2026-11-02
Goodman Advisory Group, LLC
DECREASED63,41586,923-23,508-27%$17.4M$14.5M-$2.9M2026-11-02
Sage Private Wealth Group, LLC
INCREASED63,24952,334+10,915+21%$10.5M$14.4M+$4.0M2026-10-21
Paragon Private Wealth Management, LLC
DECREASED63,15889,548-26,390-29%$17.9M$14.4M-$3.5M2026-10-20
Schmidt P J Investment Management Inc
DECREASED63,11163,823-712-1%$12.8M$14.4M+$1.6M2026-11-02
StoneCrest Wealth Management, Inc.
DECREASED62,95364,534-1,581-2%$12.9M$14.4M+$1.5M2026-11-03
Eurizon SLJ Capital Ltd
INCREASED62,86862,174+694+1%$12.4M$14.4M+$1.9M2026-11-06
Cottage Street Advisors LLC
DECREASED62,80564,468-1,663-3%$12.9M$14.3M+$1.5M2026-10-19
Pines Wealth Management, LLC
DECREASED62,75863,119-361-1%$12.6M$14.3M+$1.7M2026-10-21
Vann Equity Management LLC
DECREASED62,70262,792-900%$12.6M$14.3M+$1.8M2026-10-08
Altman Advisors, Inc.
INCREASED62,67762,387+290+0%$12.5M$14.3M+$1.8M2026-11-05
Wealth Alliance Advisory Group, LLC
INCREASED62,64661,190+1,456+2%$12.2M$14.3M+$2.1M2026-10-14
Marks Group Wealth Management, Inc
DECREASED62,60365,083-2,480-4%$13.0M$14.3M+$1.3M2026-11-05
Park Capital Management, LLC / WI
INCREASED62,28259,995+2,287+4%$12.0M$14.2M+$2.2M2026-10-13
Bouvel Investment Partners, LLC
DECREASED62,27763,279-1,002-2%$12.7M$14.2M+$1.6M2026-10-13
Prospect Hill Management, LLC
INCREASED62,09161,843+248+0%$12.4M$14.2M+$1.8M2026-11-09
Hoxton Planning & Management, LLC
DECREASED61,93662,848-912-1%$12.6M$14.1M+$1.6M2026-10-15
Chickasaw Capital Management LLC
DECREASED61,88864,168-2,280-4%$12.8K$14.1M+$14.1M2026-10-08
Investment Research & Advisory Group, Inc.
DECREASED61,64662,715-1,069-2%$12.9M$14.5M+$1.6M2026-10-19
Canandaigua National Bank & Trust Co
INCREASED61,63059,177+2,453+4%$11.8M$14.1M+$2.2M2026-10-07
Chapin Davis, Inc.
INCREASED61,40960,481+928+2%$12.1M$14.0M+$1.9M2026-10-09
Howard Financial Services, Ltd.
INCREASED61,37459,383+1,991+3%$11.9M$14.0M+$2.1M2026-10-15
Oakwell Private Wealth Management, LLC
INCREASED61,34260,213+1,129+2%$12.0M$14.0M+$2.0M2026-11-06
Triton Wealth Management, Pllc
INCREASED61,08558,058+3,027+5%$11.9M$12.7M+$882.7K2026-11-04
Eagle Bluffs Wealth Management LLC
DECREASED61,07561,199-1240%$12.2M$14.0M+$1.7M2026-10-20
Bullock Wealth Management Group
INCREASED60,99560,824+171+0%$12.0M$14.1M+$2.1M2026-10-09
Eastover Investment Advisors LLC
DECREASED60,94362,667-1,724-3%$12.5M$13.9M+$1.4M2026-10-05
Nadler Financial Group, Inc.
INCREASED60,89460,478+416+1%$12.1M$13.9M+$1.8M2026-10-23
Souders Financial Advisors
INCREASED60,73856,763+3,975+7%$11.4M$13.9M+$2.5M2026-11-03
Simon Quick Advisors, LLC
INCREASED60,70635,638+25,068+70%$7.1M$13.9M+$6.7M2026-10-26
GFS Advisors, LLC
DECREASED60,67661,494-818-1%$2.2K$13.9M+$13.9M2026-11-03
Aviance Capital Partners, LLC
DECREASED60,66961,104-435-1%$12.2M$13.9M+$1.6M2026-10-29
Jacksonville Wealth Management, LLC
DECREASED60,66361,785-1,122-2%$12.4M$13.9M+$1.5M2026-10-30
Tempus Wealth Planning, LLC
INCREASED60,52859,143+1,385+2%$11.8M$13.8M+$2.0M2026-10-14
PW Nova Financial Services LLC
DECREASED60,47767,462-6,985-10%$13.5M$13.8M+$313.3K2026-10-15
River Street Advisors LLC
INCREASED60,44558,879+1,566+3%$11.8M$13.8M+$2.0M2026-10-22
Almanack Investment Partners, Llc.
INCREASED60,40154,544+5,857+11%$10.9M$13.8M+$2.9M2026-11-03
Hourglass Capital, LLC
DECREASED60,24063,631-3,391-5%$12.7M$13.8M+$1.0M2026-10-26
Summit Asset Management, LLC
INCREASED60,05359,427+626+1%$11.9M$13.7M+$1.8M2026-11-05
Arrow Capital Pty Ltd
INCREASED60,00042,500+17,500+41%$8.5M$13.7M+$5.2M2026-11-06
Greg Jennings, LLC
NEW59,961—+59,961——$13.7M—2026-10-19
Legacy Wealth Management, LLC / MS
DECREASED59,942359,695-299,753-83%$72.0M$13.7M-$58.3M2026-10-30
SP Asset Management LLC
DECREASED59,86863,979-4,111-6%$12.8M$13.7M+$871.0K2026-11-05
Romano Brothers and Company
INCREASED59,77457,586+2,188+4%$11.5M$13.7M+$2.1M2026-10-22
Richardson Capital Management LLC
INCREASED59,74359,622+121+0%$11.9M$13.6M+$1.7M2026-10-23
Legacy Bridge, LLC
INCREASED59,73958,994+745+1%$11.8M$13.6M+$1.8M2026-10-28
Fairscale Capital, LLC
INCREASED59,69959,224+475+1%$11.9M$12.2M+$366.7K2026-11-04
Blume Capital Management, Inc.
INCREASED59,65450,425+9,229+18%$10.1M$13.6M+$3.5M2026-10-26
Convergence Financial, LLC
DECREASED59,641112,689-53,048-47%$22.5M$13.6M-$8.9M2026-10-27
CGN Advisors LLC
DECREASED59,59862,272-2,674-4%$12.5M$13.6M+$1.2M2026-10-21
Kane Investment Management, Inc.
DECREASED59,505361,206-301,701-84%$72.3M$13.6M-$58.7M2026-11-09
Beaton Management Co. Inc.
UNCHANGED59,43659,43600%$11.9M$13.6K-$11.9M2026-11-09
SYM Financial Corp
INCREASED59,37956,493+2,886+5%$11.3M$13.6M+$2.3M2026-10-26
MW Advisory, LLC
INCREASED59,36153,946+5,415+10%$10.8M$13.6M+$2.8M2026-10-19
Triasima Portfolio Management inc.
INCREASED59,17151,649+7,522+15%$10.3M$13.5M+$3.2M2026-10-15
Element Pointe Advisors, LLC
INCREASED58,77058,581+189+0%$11.7M$13.4M+$1.7M2026-10-21
WealthPLAN Partners, LLC
INCREASED58,67453,377+5,297+10%$10.7M$13.4M+$2.7M2026-10-15
One Day In July LLC
INCREASED58,58335,738+22,845+64%$7.2M$13.4M+$6.2M2026-10-30
Verde Capital Management
INCREASED58,51058,279+231+0%$11.7M$13.4M+$1.7M2026-10-28
West Michigan Advisors, LLC
DECREASED58,44662,075-3,629-6%$12.4M$13.4M+$941.9K2026-11-09
Mountain Hill Investment Partners Corp.
DECREASED58,30158,760-459-1%$11.8M$13.3M+$1.6M2026-10-23
Cane Capital Partners, LLC
INCREASED58,23657,151+1,085+2%$11.4M$13.3M+$1.9M2026-10-23
Canopy Partners, LLC
INCREASED58,15255,980+2,172+4%$11.2M$13.3M+$2.1M2026-10-28
Amarillo National Bank
UNCHANGED58,06058,06000%$11.6M$13.3M+$1.6M2026-10-23
Investment Research Partners LLC
INCREASED57,78957,526+263+0%$11.5M$13.2M+$1.7M2026-10-19
Blossom Wealth Management
DECREASED57,78757,967-1800%$11.6M$13.2M+$1.6M2026-11-03
Eagle Wealth Advisors LLC
DECREASED57,77061,628-3,858-6%$12.3M$13.2M+$876.7K2026-10-20
Joseph P. Lucia & Associates, LLC
INCREASED57,67155,049+2,622+5%$11.0M$13.2M+$2.2M2026-10-30
Magnus Financial Group LLC
INCREASED57,50852,702+4,806+9%$10.5M$13.1M+$2.6M2026-10-21
WealthBridge Capital Management, LLC
INCREASED57,39156,812+579+1%$11.4M$13.1M+$1.7M2026-10-16
NTV Asset Management LLC
INCREASED57,31356,784+529+1%$11.4M$13.1M+$1.7M2026-10-23
Northwest Wealth Management, LLC
DECREASED57,20957,688-479-1%$11.5M$13.1M+$1.5M2026-10-30
Waterway Wealth Management, LLC
INCREASED57,15057,020+130+0%$11.4M$13.1M+$1.6M2026-10-28
Hazlett, Burt & Watson, Inc.
DECREASED57,03357,641-608-1%$10.7M$13.0K-$10.7M2026-11-04
Hixon Zuercher, LLC
DECREASED56,96457,102-1380%$11.4M$13.0M+$1.6M2026-10-13
Nikulski Financial, Inc.
DECREASED56,92958,632-1,703-3%$11.7M$13.0M+$1.3M2026-11-06
Boltwood Capital Management
INCREASED56,74255,677+1,065+2%$11.1M$13.0M+$1.8M2026-10-02
Marvin & Palmer Associates Inc
INCREASED56,55755,647+910+2%$11.1M$12.9M+$1.8M2026-11-09
Financial Enhancement Group LLC
INCREASED56,54756,506+41+0%$11.3M$13.4M+$2.1M2026-10-08
Guardian Asset Advisors, LLC
INCREASED56,45156,448+3+0%$11.3M$12.9M+$1.6M2026-10-16
ROI Financial Advisors, LLC
DECREASED56,42158,432-2,011-3%$11.7M$12.9M+$1.2M2026-10-19
One Advisory Partners, LLC
DECREASED56,38057,278-898-2%$11.5M$12.9M+$1.4M2026-10-22
Cercano Management LLC
DECREASED56,32087,813-31,493-36%$17.6M$12.9M-$4.7M2026-11-10
Rainier Family Wealth Inc
INCREASED56,14351,733+4,410+9%$10.4M$12.8M+$2.5M2026-11-02
Golden Reserve Retirement LLC
INCREASED56,14239,665+16,477+42%$7.9M$12.8M+$4.9M2026-11-02
Farmers & Merchants Trust Co of Long Beach
INCREASED56,12055,736+384+1%$11.2M$12.8M+$1.7M2026-10-22
Granite Islands Private Wealth, LLC
INCREASED55,99452,205+3,789+7%$10.4M$12.7M+$2.3M2026-10-16
Gratus Wealth Advisors, LLC
DECREASED55,96656,898-932-2%$11.4M$12.8M+$1.4M2026-10-26
Bradley & Co. Private Wealth Management, LLC
DECREASED55,94261,618-5,676-9%$12.3M$12.8M+$460.9K2026-10-23
Wealth Analytics Partners, LLC
DECREASED55,90657,975-2,069-4%$12.3M$12.8M+$488.8K2026-10-19
Atlantic Edge Private Wealth Management, LLC
INCREASED55,90147,340+8,561+18%$9.5M$12.8M+$3.3M2026-10-20
VUB Generali dochodkova spravcovska spolocnost, a.s.
INCREASED55,89254,914+978+2%$11.0M$12.8M+$1.8M2026-10-26
Hardy Reed LLC
INCREASED55,88554,000+1,885+3%$10.8M$12.8M+$2.0M2026-11-06
Lebenthal Global Advisors, LLC
INCREASED55,75653,307+2,449+5%$10.7M$12.7M+$2.1M2026-10-28
Newman Dignan & Sheerar, Inc.
DECREASED55,63356,085-452-1%$11.2M$12.7M+$1.5M2026-10-21
CapWealth Advisors, LLC
DECREASED55,59365,266-9,673-15%$13.1M$12.7M-$362.7K2026-10-05
HBW Advisory Services LLC
DECREASED55,56956,976-1,407-2%$11.4M$12.7M+$1.3M2026-10-15
Ahara Advisors LLC
INCREASED55,56343,464+12,099+28%$8.7M$12.7M+$4.0M2026-10-29
Citizens National Bank Trust Department
INCREASED55,48354,983+500+1%$11.0M$12.7M+$1.7M2026-11-04
Carderock Capital Management Inc
DECREASED55,34756,544-1,197-2%$11.3M$12.6M+$1.3M2026-10-22
Clark Asset Management, LLC
INCREASED55,28442,313+12,971+31%$8.5M$12.6M+$4.2M2026-10-19
Clarity Wealth Advisors, LLC
DECREASED55,17757,903-2,726-5%$11.6M$12.6M+$1.0M2026-10-21
Legacy Financial Strategies, LLC
INCREASED55,03754,201+836+2%$10.8M$12.6M+$1.7M2026-10-15
Tower View Wealth Management LLC
INCREASED54,57551,919+2,656+5%$10.4M$12.5M+$2.1M2026-10-23
Bernicke Wealth Management, Ltd.
DECREASED54,39454,769-375-1%$11.0M$12.4M+$1.5M2026-11-06
Creative Financial Designs Inc
DECREASED54,35855,974-1,616-3%$11.2M$12.4M+$1.2M2026-11-04
JGP Wealth Management, LLC
DECREASED54,34955,896-1,547-3%$11.2M$12.4M+$1.2M2026-10-13
Floyd Financial Group LLC
INCREASED54,32153,621+700+1%$11.4M$12.4M+$1.1M2026-10-28
Patten & Patten Inc
INCREASED54,31242,433+11,879+28%$8.5M$12.4M+$3.9M2026-10-26
TCI Wealth Advisors, Inc.
INCREASED54,19646,327+7,869+17%$9.3M$12.4M+$3.1M2026-10-30
Ranch Capital Advisors Inc.
INCREASED54,14652,929+1,217+2%$10.6M$12.4M+$1.8M2026-11-09
Robbins Farley
DECREASED54,10454,783-679-1%$11.0M$12.4M+$1.4M2026-10-21
Physician Wealth Advisors, Inc.
INCREASED54,05451,940+2,114+4%$10.4M$12.3M+$2.0M2026-10-20
National Wealth Management Group, LLC
INCREASED54,04652,551+1,495+3%$10.5M$12.3M+$1.8M2026-10-26
Imc-Chicago, LLC
NEW53,966—+53,966——$12.3M—2026-11-05
Uniting Wealth Partners, LLC
INCREASED53,82451,228+2,596+5%$10.3M$12.3M+$2.1M2026-11-06
Avaii Wealth Management, LLC
DECREASED53,77854,664-886-2%$10.9M$12.6M+$1.6M2026-10-09
Blue Square Asset Management, LLC
DECREASED53,71856,103-2,385-4%$11.2M$12.3M+$1.0M2026-11-02
Quattro Financial Advisors LLC
INCREASED53,68637,305+16,381+44%$7.5M$12.3M+$4.8M2026-10-15
TTP Investments, Inc.
DECREASED53,64057,397-3,757-7%$11.5M$12.3M+$765.7K2026-10-30
Range Financial Group LLC
INCREASED53,62846,599+7,029+15%$9.3M$12.2M+$2.9M2026-10-21
Kesler, Norman & Wride, LLC
INCREASED53,55252,155+1,397+3%$10.4M$12.2M+$1.8M2026-11-06
Nicholas Hoffman & Company, Llc.
INCREASED53,52453,305+219+0%$10.7M$12.2M+$1.6M2026-10-30
Able Financial Group, LLC
INCREASED53,36549,676+3,689+7%$9.9M$12.2M+$2.2M2026-10-14
Enclave Advisors LLC
DECREASED53,36555,632-2,267-4%$11.1M$12.2M+$1.1M2026-10-14
Heritage Trust Co
DECREASED53,29954,334-1,035-2%$10.9M$12.2M+$1.3M2026-11-09
Brown University
UNCHANGED53,00053,00000%$10.6M$12.1M+$1.5M2026-11-05
Nightview Capital, LLC
UNCHANGED52,91952,91900%$10.6M$12.1M+$1.5M2026-10-20
Dilation Capital Management LP
INCREASED52,48929,519+22,970+78%$5.9M$12.0M+$6.1M2026-10-13
Contravisory Investment Management, Inc.
DECREASED52,43452,559-1250%$10.5M$12.0M+$1.5M2026-10-13
UG Investment Advisers Ltd.
DECREASED52,35475,411-23,057-31%$15.1M$12.0M-$3.1M2026-11-06
RWQ Financial Management Services, Inc.
DECREASED52,23571,101-18,866-27%$14.2M$11.9M-$2.3M2026-10-19
SJS Investment Consulting Inc.
INCREASED52,12049,169+2,951+6%$9.8M$11.9M+$2.1M2026-10-26
Inspire Trust Co, N.A.
INCREASED52,0651,065+51,000+4789%$213.1K$11.9M+$11.7M2026-11-05
May Hill Capital, LLC
INCREASED51,60147,192+4,409+9%$9.4M$11.8M+$2.3M2026-11-03
QTR Family Wealth, LLC
DECREASED51,50155,165-3,664-7%$11.0M$11.8M+$723.8K2026-11-02
Mitchell Sinkler & Starr
DECREASED51,49354,352-2,859-5%$10.9M$11.8M+$884.7K2026-10-13
Vanguard Capital Wealth Advisors
DECREASED51,49252,163-671-1%$10.4M$11.8M+$1.3M2026-10-16
Flagship Wealth Advisors, LLC
INCREASED51,46950,474+995+2%$10.1M$11.8M+$1.7M2026-11-03
Ulland Investment Advisors, LLC
DECREASED51,42351,859-436-1%$10.4K$11.7K+$1.4K2026-10-13
Demars Financial Group, LLC
INCREASED51,36750,999+368+1%$10.2M$11.7M+$1.5M2026-10-22
Financial Partners Group, Inc
INCREASED51,26851,228+40+0%$10.3M$11.7M+$1.5M2026-10-19
Compass Wealth Management, LLC
INCREASED51,21150,886+325+1%$10.2M$11.7M+$1.5M2026-10-30
CFS Investment Advisory Services, LLC
INCREASED51,01850,591+427+1%$9.9M$12.2M+$2.3M2026-10-19
Knuff & Co LLC
INCREASED51,01349,535+1,478+3%$9.9M$11.7M+$1.7M2026-11-06
Constitution Capital LLC
INCREASED50,99543,675+7,320+17%$8.7M$11.6M+$2.9M2026-10-23
First Community Trust NA
INCREASED50,92349,250+1,673+3%$9.9M$11.6M+$1.8M2026-10-07
GFG Capital, LLC
INCREASED50,86350,747+116+0%$10.2M$11.6M+$1.5M2026-10-16
Collaborative Fund Advisors, LLC
INCREASED50,84739,647+11,200+28%$7.9M$11.6M+$3.7M2026-11-02
Acropolis Investment Management, LLC
INCREASED50,53749,115+1,422+3%$9.8M$11.5M+$1.7M2026-10-08
Integrity Advisory Solutions, LLC
INCREASED50,51537,239+13,276+36%$7.5M$11.5M+$4.1M2026-10-29
Financial Management Network Inc
DECREASED50,51553,581-3,066-6%$10.9M$11.8M+$951.2K2026-10-09
Sterling Investment Counsel, LLC
INCREASED50,51548,228+2,287+5%$9.6M$11.5M+$1.9M2026-10-19
Financial Security Advisor, Inc.
DECREASED50,46451,551-1,087-2%$10.3M$11.5M+$1.2M2026-11-03
Valicenti Advisory Services Inc
INCREASED50,33148,496+1,835+4%$9.7K$11.5K+$1.8K2026-10-23
Asset Advisors Investment Management, LLC
INCREASED50,31750,236+81+0%$10.1M$11.5M+$1.4M2026-10-19
Graphene Investments SAS
INCREASED50,30046,900+3,400+7%$9.4M$11.5M+$2.1M2026-10-22
Valley National Advisers Inc
INCREASED50,14140,389+9,752+24%$8.1M$11.5M+$3.4M2026-10-23
Viewpoint Capital Management LLC
DECREASED50,07650,709-633-1%$10.1M$11.4M+$1.3M2026-10-27
Andrew Hill Investment Advisors, Inc.
INCREASED50,06828,948+21,120+73%$5.8M$11.4M+$5.6M2026-10-22
Wall Street Financial Group, Inc.
INCREASED50,05948,008+2,051+4%$9.6M$11.4M+$1.8M2026-11-09
Wealth Dimensions Group, Ltd.
INCREASED49,92649,634+292+1%$9.9M$11.4M+$1.5M2026-11-02
Miramontes Capital, LLC
INCREASED49,88849,312+576+1%$9.9M$11.4M+$1.5M2026-10-19
Wormser Freres Gestion
INCREASED49,86736,777+13,090+36%$7.2M$11.4M+$4.2M2026-10-21
Westside Investment Management, Inc.
INCREASED49,85047,675+2,175+5%$9.5M$11.6M+$2.0M2026-11-02
MFA Wealth Advisors, LLC
INCREASED49,82949,750+79+0%$10.0M$11.4M+$1.4M2026-10-07
Cypress Wealth Services, LLC
INCREASED49,65348,975+678+1%$9.8M$11.9M+$2.1M2026-10-21
Whelan Financial
INCREASED49,64743,999+5,648+13%$8.8M$11.3M+$2.5M2026-10-28
CMH Wealth Management LLC
INCREASED49,59146,153+3,438+7%$9.2M$11.3M+$2.1M2026-10-22
Odyssey Capital Advisors, Inc.
DECREASED49,39351,311-1,918-4%$10.3M$11.3M+$1.0M2026-10-26
First County Bank
INCREASED49,21644,721+4,495+10%$8.9M$11.2M+$2.3M2026-10-13
Haven Capital Group, Inc.
INCREASED49,10148,720+381+1%$9.7M$11.2M+$1.5M2026-10-13
Jm2 Capital Inc.
DECREASED48,99549,099-1040%$9.8M$11.2M+$1.4M2026-10-14
Flynn Zito Capital Management, LLC
INCREASED48,96648,805+161+0%$9.8M$11.2M+$1.4M2026-11-04
Scholtz & Company, LLC
DECREASED48,95650,089-1,133-2%$10.0M$11.2M+$1.2M2026-11-09
Greenspring Advisors, LLC
INCREASED48,95347,246+1,707+4%$9.5M$11.2M+$1.7M2026-11-05
Vanderbilt University
INCREASED48,88548,037+848+2%$9.6M$11.2M+$1.6M2026-11-02
Kaizen Financial Strategies
DECREASED48,85650,473-1,617-3%$10.0M$11.2M+$1.2M2026-10-09
Jacobsen Capital Management
DECREASED48,77649,251-475-1%$9.9M$11.1M+$1.3M2026-10-27
Aspetuck Financial Management LLC
DECREASED48,700105,807-57,107-54%$21.2M$11.1M-$10.0M2026-11-04
Crown Wealth Group, LLC
DECREASED48,58250,190-1,608-3%$10.0M$11.1M+$1.1M2026-10-19
Richards, Merrill & Peterson, Inc.
INCREASED48,55647,910+646+1%$9.6M$11.1M+$1.5M2026-10-19
Auxano Advisors, LLC
INCREASED48,46743,318+5,149+12%$8.7M$11.1M+$2.4M2026-11-06
Essex LLC
INCREASED48,39947,646+753+2%$9.5M$11.1M+$1.5M2026-10-14
Tortuga Wealth Management, Inc
INCREASED48,31645,168+3,148+7%$9.0M$11.0M+$2.0M2026-10-27
Trinity Financial Advisors LLC
INCREASED48,18645,274+2,912+6%$9.1M$11.0M+$2.0M2026-10-09
Foster Group, Inc.
INCREASED47,81945,032+2,787+6%$9.0M$10.9M+$1.9M2026-10-13
Piar LLC
DECREASED47,77750,517-2,740-5%$10.1M$10.9M+$803.4K2026-10-21
GSG Advisors LLC
DECREASED47,67847,898-2200%$9.6M$10.9M+$1.3M2026-11-03
Northside Capital Management, LLC
INCREASED47,58747,367+220+0%$9.5M$10.9M+$1.4M2026-10-13
LexAurum Advisors, LLC
DECREASED47,57248,362-790-2%$9.7M$10.9M+$1.2M2026-10-19
Tobam
DECREASED47,42665,531-18,105-28%$13.1M$10.8K-$13.1M2026-11-03
Hall Laurie J Trustee
INCREASED47,40546,760+645+1%$9.4M$10.8M+$1.5M2026-10-06
Madrona Financial Services, LLC
INCREASED47,25720,705+26,552+128%$4.1M$10.8M+$6.6M2026-10-23
KPP Advisory Services LLC
DECREASED47,16666,441-19,275-29%$13.3M$10.8M-$2.5M2026-10-26
Certified Advisory Corp
DECREASED47,13447,283-1490%$9.5M$10.8M+$1.3M2026-10-29
McLean Asset Management Corp
DECREASED47,04548,273-1,228-3%$9.7M$8.5M-$1.1M2026-11-06
Cardiff Park Advisors, LLC
INCREASED46,93946,429+510+1%$9.3M$10.7M+$1.4M2026-11-09
Sun Group Wealth Partners
DECREASED46,87647,298-422-1%$9.5M$10.7M+$1.2M2026-10-26
Thrive Wealth Management, LLC
INCREASED46,76242,342+4,420+10%$8.5M$10.7M+$2.2M2026-10-13
Beam Wealth Advisors, Inc.
DECREASED46,67748,193-1,516-3%$9.6M$10.7M+$1.0M2026-11-03
WJ Wealth Management, LLC
DECREASED46,64246,703-610%$9.3M$10.7M+$1.3M2026-11-03
Whalen Wealth Management Inc.
INCREASED46,63843,047+3,591+8%$8.6M$10.7M+$2.0M2026-10-08
Chesapeake Wealth Management
DECREASED46,50048,650-2,150-4%$9.7M$10.6M+$885.3K2026-11-09
Aire Advisors, LLC
INCREASED46,49145,387+1,104+2%$9.1M$10.6M+$1.5M2026-10-22
Evanson Financial, LLC
DECREASED46,24547,019-774-2%$9.4M$10.6M+$1.2M2026-10-23
Community Bank, N.A.
DECREASED46,22546,942-717-2%$9.4M$10.6M+$1.2M2026-11-06
XXI Wealth, LLC
INCREASED46,21138,727+7,484+19%$7.7M$10.6M+$2.8M2026-10-22
Markowski Investments
DECREASED46,13952,829-6,690-13%$10.6M$10.5M-$33.4K2026-10-30
Maia Wealth LLC
INCREASED46,12640,356+5,770+14%$8.1M$10.5M+$2.5M2026-10-19
Regency Capital Management Inc.\DE
INCREASED45,94045,857+83+0%$9.2M$10.5M+$1.3M2026-11-09
Financial Concepts Unlimited, Inc.
DECREASED45,92645,956-300%$9.2M$10.5M+$1.3M2026-11-06
Clifford Swan Investment Counsel LLC
DECREASED45,92262,142-16,220-26%$12.4M$10.5M-$1.9M2026-11-05
High Note Wealth, LLC
INCREASED45,82439,110+6,714+17%$7.8M$10.5M+$2.6M2026-10-27
Investment Management Trust, LLC
INCREASED45,77245,709+63+0%$9.1M$10.5M+$1.3M2026-11-05
Jericho Financial, LLP
INCREASED45,39845,104+294+1%$9.0M$10.4M+$1.3M2026-10-13
Lederer & Associates Investment Counsel
DECREASED45,29146,357-1,066-2%$9.3K$10.3K+$1.1K2026-10-23
R2 Capital Strategies, LLC
INCREASED45,24245,104+138+0%$9.0M$10.3M+$1.3M2026-10-15
Norway Savings Bank
INCREASED45,15445,033+121+0%$9.0M$10.3M+$1.3M2026-10-20
Bosman Wealth Management, LLC
DECREASED45,13247,617-2,485-5%$9.5M$10.3M+$779.6K2026-10-28
Financial Perspectives, Inc
INCREASED45,10944,608+501+1%$8.9M$10.3M+$1.4M2026-11-03
Strategic Family Wealth Counselors, L.L.C.
DECREASED45,09045,184-940%$9.0M$10.3M+$1.3M2026-10-29
Twin Peaks Capital Ltd
DECREASED45,08065,080-20,000-31%$13.0M$10.3M-$2.7M2026-11-03
Postrock Partners LLC
UNCHANGED45,02645,02600%$9.0M$10.3M+$1.3M2026-11-02
RAM Investment Partners, LLC
DECREASED44,95345,632-679-1%$9.1M$10.3M+$1.1M2026-10-21
DB&C Advisors, LLC
DECREASED44,93045,122-1920%$9.0M$10.3M+$1.2M2026-10-26
Riversedge Advisors, LLC
INCREASED44,89141,423+3,468+8%$8.3M$10.3M+$2.0M2026-10-09
Retirement Planning Co of New England, Inc.
DECREASED44,74247,091-2,349-5%$9.4M$10.2M+$795.7K2026-10-15
Alchemi Wealth, LLC
DECREASED44,71644,843-1270%$9.0M$10.2M+$1.2M2026-11-04
Ted Buchan & Co
DECREASED44,71246,882-2,170-5%$9.4M$10.2M+$830.9K2026-10-23
Olistico Wealth, LLC
DECREASED44,70844,753-450%$9.0M$10.2M+$1.3M2026-10-05
Traveka Wealth, LLC
INCREASED44,67942,095+2,584+6%$8.4M$10.2M+$1.8M2026-10-19
Quartz Partners, LLC
INCREASED44,61541,175+3,440+8%$8.2M$10.2M+$2.0M2026-11-03
Garner Asset Management Corp
DECREASED44,48546,901-2,416-5%$9.4M$9.6M+$224.4K2026-10-30
U S Wealth Group, Llc.
INCREASED44,42044,331+89+0%$8.9M$10.1M+$1.3M2026-11-09
Bright Financial Advisors, Inc.
INCREASED44,27044,219+51+0%$8.8M$10.1M+$1.3M2026-10-23
Boomfish Wealth Group, LLC
INCREASED44,24342,642+1,601+4%$8.5M$10.1M+$1.6M2026-10-22
Corps Capital Advisors, LLC
UNCHANGED44,05344,05300%$8.8M$10.1M+$1.2M2026-11-05
Garde Capital, Inc.
DECREASED44,05248,743-4,691-10%$9.8M$10.1M+$307.7K2026-10-29
RBA Wealth Management, LLC
INCREASED43,94929,234+14,715+50%$5.8M$10.0M+$4.2M2026-10-28
Greystone Financial Group, LLC
INCREASED43,89542,534+1,361+3%$8.5M$10.0M+$1.5M2026-10-26
NBH Bank
DECREASED43,82944,191-362-1%$8.8M$10.0M+$1.2M2026-11-05
Greater Midwest Financial Group, LLC
INCREASED43,82943,523+306+1%$8.7M$10.0M+$1.3M2026-10-13
Altfest L J & Co Inc
DECREASED43,74546,418-2,673-6%$9.3M$10.0M+$702.8K2026-10-27
Woodard & Co Asset Management Group Inc
DECREASED43,71544,654-939-2%$8.9M$10.0M+$1.0M2026-11-03
Ameliora Wealth Management Ltd.
INCREASED43,64243,464+178+0%$8.7M$10.0M+$1.3M2026-10-23
Morey & Quinn Wealth Partners, LLC
INCREASED43,51743,380+137+0%$8.7M$9.9M+$1.3M2026-10-28
Vicus Capital
DECREASED43,41744,964-1,547-3%$9.0M$9.9M+$918.8K2026-11-05
AMG Asset Management Group, Inc.
DECREASED43,32149,237-5,916-12%$9.9M$9.9M+$41.8K2026-10-21
Blue Line Capital, LLC / IL
INCREASED43,29029,035+14,255+49%$5.8M$9.9M+$4.1M2026-11-04
Farmers & Merchants Trust Co of Chambersburg PA
DECREASED43,22743,659-432-1%$8.7M$9.9K-$8.7M2026-10-14
Harbour Capital Advisors, LLC
INCREASED43,19943,029+170+0%$9.1M$9.9M+$799.2K2026-10-13
Silphium Asset Management Ltd
UNCHANGED43,13443,13400%$8.6M$9.9M+$1.2M2026-10-27
Hager Investment Management Services, LLC
DECREASED43,08145,607-2,526-6%$9.1M$9.8M+$713.4K2026-11-04
LifeSteps Financial, Inc.
DECREASED42,98950,647-7,658-15%$10.1M$9.8M-$316.1K2026-10-15
Sunburst Financial Group, LLC
DECREASED42,95542,997-420%$8.6M$9.8M+$1.2M2026-10-09
DeDora Capital, Inc.
DECREASED42,86645,833-2,967-6%$9.2M$9.8M+$619.1K2026-10-26
Goldstein Advisors, LLC
INCREASED42,73542,612+123+0%$8.5M$9.8M+$1.2M2026-10-15
Capital Investment Counsel, LLC
DECREASED42,72943,475-746-2%$8.7M$9.8M+$1.1M2026-10-14
Affinity Capital Advisors, LLC
INCREASED42,72824,770+17,958+73%$4.8M$9.8M+$5.0M2026-10-13
Stonebridge Financial Group, LLC
INCREASED42,63739,715+2,922+7%$7.9M$9.7M+$1.8M2026-10-01
Aspire Private Capital, LLC
DECREASED42,60447,022-4,418-9%$9.4M$9.7M+$321.4K2026-11-05
Keeler Thomas Management LLC
DECREASED42,60342,638-350%$8.5M$9.7M+$1.2M2026-10-29
Comprehensive Financial Planning, Inc.
INCREASED42,60042,423+177+0%$8.5M$9.7M+$1.2M2026-10-27
EdgeRock Capital LLC
INCREASED42,54741,552+995+2%$8.3M$9.7M+$1.4M2026-11-03
Enhancing Capital LLC
INCREASED42,53242,452+80+0%$8.5M$9.7M+$1.2M2026-10-26
Emissary Wealth LLC
INCREASED42,52242,023+499+1%$8.4M$9.7M+$1.3M2026-11-09
Linscomb Wealth, Inc.
INCREASED42,51040,685+1,825+4%$8.1M$9.7M+$1.6M2026-11-05
Winthrop Advisory Group LLC
INCREASED42,42742,201+226+1%$8.4M$9.7M+$1.3M2026-10-22
Vista Investment Partners II, LLC
DECREASED42,33542,765-430-1%$8.6M$9.7M+$1.1M2026-10-15
Lantz Financial LLC
DECREASED42,28642,444-1580%$8.5M$9.7M+$1.2M2026-10-15
Elevated Private Wealth, LLC
DECREASED42,22944,811-2,582-6%$9.0M$9.6M+$678.0K2026-10-15
Wiregrass Investment Management LLC
DECREASED42,20544,397-2,192-5%$8.9M$9.6M+$755.4K2026-11-05
Eley Financial Management, Inc
DECREASED42,16742,660-493-1%$8.5M$9.6M+$1.1M2026-11-03
Hengehold Capital Management LLC
INCREASED42,15341,078+1,075+3%$8.2M$9.6M+$1.4M2026-10-16
TSG Advice Partners, LLC
NEW42,148—+42,148——$8.4M—2026-10-29
Endowment Wealth Management, Inc.
INCREASED41,97438,920+3,054+8%$7.8M$9.6M+$1.8M2026-11-03
Integral Investment Advisors, Inc.
DECREASED41,79842,113-315-1%$8.4M$9.5M+$1.1M2026-11-03
Summit Place Financial Advisors, LLC
DECREASED41,79345,704-3,911-9%$9.1M$9.5M+$399.8K2026-10-23
E&G Advisors, LLC
INCREASED41,73141,596+135+0%$8.3M$9.5M+$1.2M2026-10-13
Element Squared LLC
INCREASED41,68335,946+5,737+16%$7.2M$9.5M+$2.3M2026-11-09
Jordan Park Group LLC
UNCHANGED41,67941,67900%$8.3M$9.5M+$1.2M2026-11-06
Willner & Heller, LLC
DECREASED41,64743,052-1,405-3%$8.6M$9.5M+$897.0K2026-10-28
Mitsubishi UFJ Asset Management (UK) Ltd.
DECREASED41,50050,000-8,500-17%$10.0M$9.5K-$10.0M2026-10-22
Congress Park Capital LLC
DECREASED41,46642,405-939-2%$8.5M$9.5M+$985.2K2026-10-13
Tactive Advisors, LLC
DECREASED41,34442,008-664-2%$8.4M$9.4M+$1.0M2026-10-08
Gibraltar Capital Management, Inc.
INCREASED41,33839,534+1,804+5%$7.9M$9.4M+$1.5M2026-10-27
Old North State Wealth Management, LLC
INCREASED41,31540,735+580+1%$8.2M$9.4M+$1.3M2026-10-22
Impact Partnership Wealth, LLC
INCREASED41,29735,045+6,252+18%$7.0M$9.4M+$2.4M2026-11-09
SGL Investment Advisors, Inc.
INCREASED41,22940,345+884+2%$8.8M$7.7M-$1.1M2026-11-09
Legacy Capital Wealth Partners, LLC
DECREASED41,21541,381-1660%$8.3M$9.4M+$1.1M2026-10-21
Gallagher Capital Advisors, LLC
DECREASED41,19441,316-1220%$8.3M$9.4M+$1.1M2026-10-09
180 GPS Investments IC Ltd
DECREASED41,19065,875-24,685-37%$13.2M$9.4M-$3.8M2026-11-06
Guild Investment Management, Inc.
DECREASED41,18541,251-660%$8.3M$9.4M+$1.2M2026-11-03
Asahi Life Asset Management Co., Ltd.
DECREASED41,17145,848-4,677-10%$9.2M$9.4M+$228.9K2026-11-06
Semus Wealth Partners LLC
DECREASED41,16742,224-1,057-2%$8.4M$9.4M+$953.1K2026-10-22
Peachtree Investment Partners, LLC
DECREASED41,13842,264-1,126-3%$8.5M$9.4M+$938.5K2026-11-05
Quantum Financial Advisors, LLC
INCREASED41,13039,217+1,913+5%$7.8M$9.4M+$1.5M2026-11-03
Mattern Wealth Management LLC
INCREASED41,11039,059+2,051+5%$7.8M$9.4M+$1.6M2026-11-04
Strive Financial Group,LLC
INCREASED41,06331,879+9,184+29%$6.4M$9.4M+$3.0M2026-11-09
Net Worth Advisory Group
INCREASED41,00739,865+1,142+3%$8.0M$9.5M+$1.5M2026-10-20
Warren Street Wealth Advisors, LLC
INCREASED40,98040,179+801+2%$8.0M$9.4M+$1.3M2026-11-04
BankPlus Trust Department
DECREASED40,95441,627-673-2%$8.3M$9.4M+$1.0M2026-11-06
Private Management Group Inc
INCREASED40,94638,560+2,386+6%$7.7M$9.4M+$1.6M2026-11-04
World Equity Group, Inc.
DECREASED40,85163,153-22,302-35%$12.6M$9.4M-$3.3M2026-10-14
Traphagen Investment Advisors LLC
INCREASED40,78139,450+1,331+3%$7.9M$9.3M+$1.4M2026-10-14
Ayrshire Capital Management LLC
INCREASED40,76840,393+375+1%$8.1M$9.3M+$1.2M2026-10-20
Potentia Wealth
DECREASED40,75941,184-425-1%$8.2M$9.3M+$1.1M2026-11-09
Brucke Financial, Inc.
INCREASED40,73338,296+2,437+6%$7.7M$9.3M+$1.6M2026-10-23
Everett Harris & Co
INCREASED40,72939,513+1,216+3%$7.9M$9.3M+$1.4M2026-10-28
Vista Capital Partners, Inc.
INCREASED40,71733,656+7,061+21%$6.7M$9.3M+$2.6M2026-11-06
BlueSky Wealth Advisors, LLC
INCREASED40,69339,706+987+2%$7.9M$9.3M+$1.3M2026-10-29
Sowa Financial Group, Inc.
DECREASED40,62741,029-402-1%$8.2M$9.3K-$8.2M2026-10-26
Marco Investment Management LLC
INCREASED40,62040,200+420+1%$8.0M$9.3M+$1.2M2026-11-09
Key Client Fiduciary Advisors, LLC
DECREASED40,60440,784-1800%$8.2M$9.3M+$1.1M2026-10-19
Eos Management, L.P.
UNCHANGED40,54540,54500%$8.1M$9.3M+$1.1M2026-10-27
Eagle Rock Investment Company, LLC
NEW40,463—+40,463——$9.2M—2026-10-21
Blue Sky Capital Consultants Group, Inc.
DECREASED40,38764,097-23,710-37%$12.8M$9.2M-$3.6M2026-10-13
Rubicon Advisors, GP
INCREASED40,30539,568+737+2%$7.9M$9.2M+$1.3M2026-10-23
Stevens Capital Partners
INCREASED40,29422,339+17,955+80%$4.5M$9.2M+$4.7M2026-10-29
WoodTrust Financial Corp
INCREASED40,29137,136+3,155+9%$7.4M$9.2K-$7.4M2026-10-09
Kassira Wealth Management LLC
INCREASED40,26740,062+205+1%$8.0M$9.2M+$1.2M2026-10-28
Foguth Wealth Management, Llc.
DECREASED40,15440,865-711-2%$8.3M$8.6M+$291.3K2026-10-19
Doliver Advisors, LP
DECREASED40,14440,266-1220%$8.1M$9.2M+$1.1M2026-10-01
Fairvoy Private Wealth, LLC
INCREASED40,11131,015+9,096+29%$6.2M$9.2M+$3.0M2026-10-19
Diligent Investors, LLC
DECREASED40,05240,422-370-1%$8.1M$9.1M+$1.1M2026-10-21
Spartan Planning & Wealth Management
DECREASED40,02748,552-8,525-18%$9.7M$9.1M-$573.3K2026-10-13
Navalign, LLC
DECREASED39,98843,160-3,172-7%$8.6M$9.1M+$496.6K2026-11-09
Aspiriant, LLC
INCREASED39,80236,069+3,733+10%$7.2M$9.1M+$1.9M2026-10-16
Winthrop Capital Management, LLC
INCREASED39,80239,646+156+0%$7.9M$9.1M+$1.2M2026-11-05
RVW Wealth, LLC
DECREASED39,75941,627-1,868-4%$8.3M$9.1M+$751.0K2026-10-06
Ironwood Investment Counsel, LLC
INCREASED39,72039,561+159+0%$7.9M$9.1M+$1.2M2026-11-10
Grey Fox Wealth Advisors, LLC
INCREASED39,70438,617+1,087+3%$7.7M$9.1M+$1.4M2026-11-03
HMS Capital Management, LLC
DECREASED39,66041,317-1,657-4%$8.3M$9.1M+$790.4K2026-10-20
Sitrin Capital Management LLC
DECREASED39,50951,629-12,120-23%$10.3M$9.0M-$1.3M2026-10-19
Capital Advisors Wealth Management, LLC
INCREASED39,40238,583+819+2%$7.7M$9.0M+$1.3M2026-10-09
Tranquility Partners, LLC
DECREASED39,35340,192-839-2%$8.0M$9.0M+$945.4K2026-10-20
Enterprise Financial Services Corp
INCREASED39,32938,862+467+1%$7.8M$9.0M+$1.2M2026-11-03
55 North Private Wealth, LLC
INCREASED39,26637,987+1,279+3%$7.6M$9.0M+$1.4M2026-10-20
Todd Wealth Management, LLC
DECREASED39,07939,379-300-1%$7.9M$8.9M+$1.0M2026-10-19
Guinness Atkinson Asset Management Inc
INCREASED39,06634,689+4,377+13%$6.9M$8.9M+$2.0M2026-11-05
Elm3 Financial Group, LLC
DECREASED39,02240,418-1,396-3%$8.1M$8.9M+$824.6K2026-10-07
Legacy CG, LLC
DECREASED39,00139,464-463-1%$7.9M$8.9M+$1.0M2026-10-30
Raleigh Capital Management Inc.
INCREASED38,80338,695+108+0%$7.7M$8.9M+$1.1M2026-10-28
Delta Investment Management, LLC
INCREASED38,77538,433+342+1%$7.7M$8.9M+$1.2M2026-11-09
Rothwell Investment Advisors, LLC
NEW38,745—+38,745——$8.8M—2026-11-06
SkyOak Wealth, LLC
DECREASED38,66839,918-1,250-3%$8.0M$8.8M+$843.8K2026-10-28
Hamilton Point Investment Advisors, LLC
DECREASED38,65038,697-470%$7.7M$8.8M+$1.1M2026-11-03
Centerpoint Advisory Group
INCREASED38,58338,423+160+0%$7.7M$8.8M+$1.1M2026-10-23
Fermata Advisors, LLC
DECREASED38,55040,642-2,092-5%$8.1M$8.8M+$672.0K2026-10-13
Canton Hathaway, LLC
UNCHANGED38,53938,53900%$7.7M$8.8M+$1.1M2026-10-23
L. Roy Papp & Associates, LLP
DECREASED38,52738,622-950%$7.7M$8.8M+$1.1M2026-10-21
Independent Investors Inc
INCREASED38,50538,260+245+1%$7.7M$8.8M+$1.1M2026-10-30
FengHe Fund Management Pte. Ltd.
INCREASED38,50033,700+4,800+14%$6.7M$8.8M+$2.0M2026-11-02
CKW Financial Group
DECREASED38,43246,557-8,125-17%$9.2K$8.9K-$3272026-10-29
Central Valley Advisors, LLC
DECREASED38,43039,132-702-2%$7.8M$8.8M+$946.6K2026-10-27
Advisory Solutions Group, LLC
INCREASED38,3829,429+28,953+307%$1.9M$8.8M+$6.9M2026-10-14
Mainstay Capital Management LLC
INCREASED38,32537,909+416+1%$7.6M$8.8M+$1.2M2026-11-09
Legacy Trust
INCREASED38,31237,353+959+3%$7.5M$7.8M+$366.2K2026-11-06
Trail Ridge Investment Advisors, LLC
DECREASED38,25238,323-710%$7.7M$8.7M+$1.1M2026-10-16
Five Oceans Advisors
DECREASED38,18640,594-2,408-6%$8.1M$8.7M+$598.5K2026-10-22
Shepherd Street Advisors LLC
DECREASED38,15438,912-758-2%$8.3M$8.7M+$479.1K2026-10-21
Johnson & White Wealth Management, LLC
INCREASED38,12438,110+14+0%$7.6M$8.7M+$1.1M2026-11-03
Harold Davidson & Associates Inc.
DECREASED38,10138,525-424-1%$7.7M$8.7M+$993.1K2026-10-29
Benin Management Corp
DECREASED38,09938,319-220-1%$7.7M$8.7M+$1.0M2026-10-22
TKG Advisors, LLC
DECREASED38,09638,293-197-1%$7.7M$8.7M+$1.0M2026-11-02
Insight Wealth Strategies, LLC
INCREASED38,06337,918+145+0%$7.5M$8.7M+$1.2M2026-10-09
Francis Financial, Inc.
INCREASED38,02435,686+2,338+7%$7.1M$8.7M+$1.5M2026-11-09
Elmwood Wealth Management, Inc.
DECREASED38,01538,530-515-1%$7.7M$8.7M+$972.4K2026-10-14
Bluesphere Advisors LLC
INCREASED38,00736,646+1,361+4%$7.3M$8.7M+$1.3M2026-10-19
PKS Advisory Services, LLC
UNCHANGED37,97237,97200%$7.6M$7.6M$02026-10-26
Old Port Advisors
DECREASED37,95238,566-614-2%$7.7M$8.7M+$950.8K2026-10-23
Narus Financial Partners, LLC
DECREASED37,84938,370-521-1%$7.7M$8.6M+$966.5K2026-10-19
StrongBox Wealth, LLC
INCREASED37,82435,593+2,231+6%$7.1M$8.6M+$1.5M2026-11-02
Heritage Family Offices, LLP
INCREASED37,78734,193+3,594+11%$6.8M$8.6M+$1.8M2026-11-02
Thrive Capital Management, LLC
INCREASED37,71034,515+3,195+9%$6.9M$8.6M+$1.7M2026-10-28
Brady Martz Wealth Solutions, LLC
INCREASED37,70535,458+2,247+6%$7.1M$8.6M+$1.5M2026-11-05
Index Fund Advisors, Inc.
INCREASED37,61237,051+561+2%$7.4M$8.6M+$1.2M2026-11-05
Bank of New Hampshire
DECREASED37,56239,084-1,522-4%$7.8M$8.6M+$758.1K2026-10-06
Alliance Wealth Advisors, LLC
DECREASED37,54339,195-1,652-4%$7.8M$8.6M+$731.6K2026-10-28
Valley Wealth Managers, Inc.
INCREASED37,53036,951+579+2%$7.4M$8.6M+$1.2M2026-10-09
Northstar Asset Management Co
DECREASED37,38538,685-1,300-3%$8.0M$8.3M+$296.7K2026-10-22
Journey Retirement Planning & Investment Management LLC
DECREASED37,36438,091-727-2%$7.6M$8.5M+$911.8K2026-10-09
Barings LLC
DECREASED37,32638,262-936-2%$7.7M$8.5M+$868.7K2026-10-22
Buckhead Capital Management LLC
INCREASED37,29025,616+11,674+46%$5.1M$8.5M+$3.4M2026-11-03
Avail Investment Partners, LLC
INCREASED37,12236,872+250+1%$7.4M$8.5M+$1.1M2026-10-16
Woodward Diversified Capital, LLC
INCREASED37,07535,746+1,329+4%$7.2M$8.5M+$1.3M2026-10-21
Axon Capital LP
DECREASED37,00042,200-5,200-12%$8.4M$8.5M+$6.3K2026-10-27
Nabity-Jensen Investment Management Inc
INCREASED36,98535,836+1,149+3%$7.2M$8.4M+$1.3M2026-10-23
Fogel Capital Management, Inc.
INCREASED36,88319,221+17,662+92%$3.8M$8.4M+$4.6M2026-11-04
Hobart Private Capital, LLC
DECREASED36,76238,304-1,542-4%$7.7M$8.4M+$731.4K2026-10-19
Fulcrum Wealth Advisors, LLC
INCREASED36,73036,268+462+1%$7.3M$8.4M+$1.1M2026-10-16
Trust Investment Advisors
INCREASED36,69532,697+3,998+12%$6.5M$8.4M+$1.8M2026-10-20
Clay Northam Wealth Management, LLC
INCREASED36,67036,420+250+1%$7.3M$8.4M+$1.1M2026-10-13
LJI Wealth Management, LLC
INCREASED36,46535,790+675+2%$7.2M$8.3M+$1.2M2026-10-28
October Effect Ltd
DECREASED36,46136,761-300-1%$7.4M$8.3M+$971.5K2026-10-20
Strategy Asset Managers LLC
DECREASED36,42637,216-790-2%$7.4M$8.3M+$872.5K2026-10-14
Horizon Wealth Management, LLC
INCREASED36,42236,389+33+0%$7.3M$8.3M+$1.0M2026-11-02
Vaquero Private Wealth, LTD
DECREASED36,37636,501-1250%$7.3M$8.3M+$1.0M2026-10-27
Greenwood Capital Associates LLC
INCREASED36,3506,607+29,743+450%$1.3M$8.3M+$7.0M2026-10-27
West Wealth Group, LLC
DECREASED36,32038,932-2,612-7%$7.8M$8.3M+$504.8K2026-10-14
Wolff Wiese Magana LLC
INCREASED36,27636,202+74+0%$7.2M$8.3M+$1.0M2026-10-15
Gerber, LLC
INCREASED36,23836,166+72+0%$7.2M$8.3M+$1.0M2026-10-21
Fjell Capital, LLC
INCREASED36,17935,875+304+1%$7.2M$8.3M+$1.1M2026-10-13
626 Financial, LLC
INCREASED36,02135,792+229+1%$7.2M$8.2M+$1.1M2026-11-04
Bellecapital International Ltd.
INCREASED36,01930,731+5,288+17%$6.1M$8.2M+$2.1M2026-10-21
Cornerstone Planning Group LLC
INCREASED35,98634,580+1,406+4%$7.3M$8.3M+$917.8K2026-10-16
Beacon Financial Advisory LLC
INCREASED35,96133,755+2,206+7%$6.8M$8.2M+$1.5M2026-10-16
Essex Bank
INCREASED35,94835,880+68+0%$7.2M$8.2M+$1.0M2026-10-16
Strong Retirement Solutions LLC
DECREASED35,92537,320-1,395-4%$7.5M$8.2M+$737.2K2026-10-07
Richard P Slaughter Associates Inc
DECREASED35,89837,095-1,197-3%$7.4M$8.2M+$776.0K2026-10-13
Sunbeam Capital Management, LLC
DECREASED35,87640,654-4,778-12%$8.1M$8.2M+$58.9K2026-11-05
LifeWealth Investments, LLC
DECREASED35,86836,447-579-2%$7.3M$8.2M+$898.8K2026-10-21
Signature Equity Partners, LLC
INCREASED35,71130,773+4,938+16%$6.2M$8.2M+$2.0M2026-10-29
StoneRidge PMG Advisors, LLC
NEW35,693—+35,693——$8.2K—2026-11-04
G2 Capital Management, LLC / OH
INCREASED35,65535,552+103+0%$7.1M$8.1M+$1.0M2026-10-23
Shariaportfolio, Inc.
DECREASED35,64237,483-1,841-5%$7.5M$8.1M+$639.9K2026-10-20
Clarus Group, Inc.
DECREASED35,63436,802-1,168-3%$7.4M$8.1M+$774.6K2026-10-21
Barr E S & Co
DECREASED35,61535,700-850%$7.1M$8.1M+$990.5K2026-11-06
Columbia Asset Management
INCREASED35,59633,667+1,929+6%$6.7M$8.1M+$1.4M2026-10-19
Shelter Rock Management, LLC
DECREASED35,56635,941-375-1%$7.2M$8.5M+$1.3M2026-10-09
Wakefield Asset Management Lllp
INCREASED35,56135,337+224+1%$7.1M$8.1M+$1.1M2026-11-05
City State Bank
INCREASED35,53035,241+289+1%$7.1M$8.1M+$1.1M2026-10-20
Toth Financial Advisory Corp
INCREASED35,49634,827+669+2%$7.0M$8.1M+$1.1M2026-10-08
Pinion Investment Advisors, LLC
DECREASED35,41435,499-850%$7.1M$8.1M+$984.9K2026-11-04
Kenora Financial, LLC
DECREASED35,38738,650-3,263-8%$7.7M$8.1M+$348.2K2026-10-20
Westhampton Capital, LLC
DECREASED35,35635,682-326-1%$7.1M$8.1M+$935.0K2026-10-30
Andrews Advisory Associates, LLC
DECREASED35,34035,967-627-2%$7.2M$8.1M+$874.3K2026-10-15
Emprise Bank
DECREASED35,28135,955-674-2%$7.2M$8.1M+$863.2K2026-10-07
AA Financial Advisors, LLC
INCREASED35,20333,802+1,401+4%$6.8M$8.0M+$1.3M2026-10-19
Spectrum Strategic Capital Management, LLC
DECREASED35,13735,493-356-1%$7.1M$8.0M+$922.9K2026-10-22
Client 1ST Advisory Group, LLC
INCREASED35,09034,821+269+1%$7.0M$8.0M+$1.0M2026-10-19
Byrne Asset Management LLC
INCREASED35,05233,097+1,955+6%$6.6M$8.1M+$1.5M2026-10-06
Southern Michigan Bank & Trust
DECREASED35,04635,262-216-1%$7.1M$8.0M+$948.2K2026-10-19
Great Diamond Partners, LLC
DECREASED35,02735,665-638-2%$7.1M$8.0M+$863.3K2026-10-13
Tennessee Valley Asset Management Partners
INCREASED35,02032,249+2,771+9%$6.5M$8.0M+$1.5M2026-11-03
Leeward Financial Partners, LLC
DECREASED35,01139,614-4,603-12%$7.9M$8.0M+$69.5K2026-10-23
Kraft, Davis & Associates, LLC
INCREASED34,95434,850+104+0%$7.0M$7.6M+$578.0K2026-10-21
Opinicus Capital, Inc.
DECREASED34,95136,784-1,833-5%$7.4M$8.0M+$622.0K2026-10-28
Great Waters Wealth Management
INCREASED34,94034,335+605+2%$6.9M$8.0M+$1.1M2026-10-07
Marble Harbor Investment Counsel, LLC
INCREASED34,88533,176+1,709+5%$6.6M$8.0M+$1.3M2026-11-06
Invenio Wealth Partners LLC
DECREASED34,87735,062-185-1%$7.0M$8.0M+$949.7K2026-10-20
Texas Bank & Trust Co
INCREASED34,85433,102+1,752+5%$6.6M$8.0M+$1.3M2026-11-04
Mascagni Wealth Management, Inc.
INCREASED34,80834,519+289+1%$6.9M$7.9M+$1.0M2026-10-23
Walker Asset Management, LLC
INCREASED34,76233,661+1,101+3%$6.7M$7.9M+$1.2M2026-10-13
Walkner Condon Financial Advisors LLC
INCREASED34,76130,483+4,278+14%$6.1M$7.9M+$1.8M2026-11-02
Wilson Asset Management (International) PTY LTD
NEW34,749—+34,749——$7.9M—2026-10-26
CenterStar Asset Management, LLC
INCREASED34,69825,306+9,392+37%$5.1M$8.0M+$2.9M2026-10-09
Abacus Planning Group, Inc.
INCREASED34,69034,558+132+0%$6.9M$7.9M+$1.0M2026-11-02
Powell Investment Advisors, LLC
UNCHANGED34,61634,61600%$6.9M$7.9M+$987.9K2026-10-22
Kingsbury Capital Investment Advisors LLC
DECREASED34,57238,047-3,475-9%$7.6M$7.9M+$282.6K2026-10-20
BridgePort Financial Solutions, LLC
DECREASED34,54835,782-1,234-3%$7.2M$7.9M+$730.6K2026-11-02
CFC Planning Co LLC
INCREASED34,54710,606+23,941+226%$2.1M$7.9M+$5.8M2026-10-28
McGlone Suttner Wealth Management, Inc.
INCREASED34,54432,076+2,468+8%$6.4M$7.9M+$1.5M2026-10-13
Global Financial Private Client, LLC
INCREASED34,45432,664+1,790+5%$6.5M$7.9M+$1.3M2026-10-15
Key FInancial Inc
INCREASED34,42732,934+1,493+5%$6.6M$7.9M+$1.3M2026-11-02
Commerce Advisors, LLC
DECREASED34,40635,442-1,036-3%$7.1M$7.9M+$766.0K2026-10-19
Tsfg, LLC
DECREASED34,37062,761-28,391-45%$12.6M$7.9K-$12.6M2026-10-23
Leo Wealth, LLC
NEW34,367—+34,367——$7.8M—2026-10-26
BOS Asset Management, LLC
DECREASED34,35637,775-3,419-9%$7.6M$7.8M+$287.8K2026-10-09
Taylor Securities Services, Inc.
INCREASED34,34634,343+3+0%$6.9M$7.8M+$972.2K2026-10-20
Ullmann Wealth Partners Group, LLC
INCREASED34,29332,756+1,537+5%$6.6M$7.8M+$1.3M2026-11-02
1900 Wealth Management LLC
INCREASED34,28524,877+9,408+38%$5.0M$7.8M+$2.9M2026-10-13
Legacy Edge Advisors, LLC
INCREASED34,27233,910+362+1%$6.8M$7.8M+$1.0M2026-11-06
Greenfield Savings Bank
DECREASED34,25334,769-516-1%$7.0M$7.8M+$865.8K2026-10-07
Novem Group
INCREASED34,24833,419+829+2%$6.7M$7.8M+$1.1M2026-10-19
Crescent Grove Advisors, LLC
INCREASED34,24333,831+412+1%$6.8M$7.8M+$1.1M2026-10-21
Griffith & Werner, Inc.
INCREASED34,21232,436+1,776+5%$6.5M$7.8M+$1.3M2026-11-04
AGH Wealth Advisors, LLC
INCREASED34,17433,067+1,107+3%$6.6M$7.8M+$1.2M2026-10-26
Keeler & Nadler Financial Planning & Wealth Management
DECREASED34,13834,645-507-1%$6.9M$7.8M+$864.3K2026-10-28
Garrett Wealth Advisory Group, LLC
INCREASED34,05333,310+743+2%$6.7M$7.8M+$1.1M2026-10-22
Cornerstone Enterprises, LLC
DECREASED34,05057,746-23,696-41%$11.6M$7.8M-$3.8M2026-10-15
Wedge Capital Management L L P
INCREASED34,01232,448+1,564+5%$6.5M$7.8M+$1.3M2026-10-13
Dutch Asset Corp
INCREASED34,00833,866+142+0%$6.8M$7.8M+$990.6K2026-10-20
Coyle Financial Counsel LLC
DECREASED33,98334,891-908-3%$7.0M$7.8M+$779.7K2026-10-28
Decker Wealth Management LLC
INCREASED33,95631,895+2,061+6%$6.4M$7.8M+$1.4M2026-10-09
First City Capital Management, Inc.
DECREASED33,92234,276-354-1%$6.9M$7.7M+$888.8K2026-10-27
Butensky & Cohen Financial Security, Inc
DECREASED33,85235,485-1,633-5%$7.1M$7.7M+$630.9K2026-10-13
Kerusso Capital Management LLC
INCREASED33,82430,655+3,169+10%$6.1M$7.7M+$1.6M2026-10-27
Alessandra Capital Management, LLC
DECREASED33,81035,501-1,691-5%$7.1M$7.7M+$618.1K2026-10-30
Archer Investment Corp
INCREASED33,75627,465+6,291+23%$5.5M$7.7M+$2.2M2026-11-05
Iams Wealth Management, LLC
INCREASED33,74731,531+2,216+7%$6.3M$7.7M+$1.4M2026-10-15
Aurora Investment Managers, Llc.
UNCHANGED33,74733,74700%$6.8K$7.7K+$9552026-10-15
Amitell Capital Pte Ltd
UNCHANGED33,72733,72700%$6.7M$7.7M+$954.1K2026-11-02
Parkway Wealth Management Group, LLC
DECREASED33,68434,104-420-1%$6.8M$7.7M+$868.9K2026-10-20
Artemis Wealth Advisors, LLC
INCREASED33,63933,000+639+2%$6.6M$7.7M+$1.1M2026-11-05
LeConte Wealth Management, LLC
INCREASED33,58631,073+2,513+8%$6.2M$7.7M+$1.5M2026-10-20
XY Planning Network, Inc.
INCREASED33,56530,640+2,925+10%$6.1M$7.7M+$1.5M2026-10-14
Worth Financial Advisory Group, LLC
INCREASED33,54333,339+204+1%$6.7M$7.7M+$989.8K2026-10-19
Harfst & Associates, Inc.
INCREASED33,39132,579+812+2%$6.5M$7.6M+$1.1M2026-10-20
Park Place Capital Corp
DECREASED33,37279,997-46,625-58%$16.0M$7.6M-$8.4M2026-11-09
Elevation Wealth Management LLC
INCREASED33,36233,074+288+1%$6.6M$7.6M+$1.0M2026-11-02
Accel Wealth Management
INCREASED33,35633,049+307+1%$6.6M$7.6M+$1.0M2026-10-13
Avantra Family Wealth, Inc.
INCREASED33,24732,624+623+2%$6.5M$7.6M+$1.1M2026-10-20
Parametrica Management Ltd
INCREASED33,19031,190+2,000+6%$6.2M$7.6M+$1.3M2026-10-27
BCM Advisors, LLC
DECREASED33,17734,869-1,692-5%$7.2M$6.8M-$422.9K2026-11-03
North Star Investment Management Corp.
INCREASED33,14632,628+518+2%$6.5M$7.6M+$1.0M2026-10-27
Manske Wealth Management
INCREASED33,12123,547+9,574+41%$4.7M$7.6M+$2.9M2026-10-26
FAI Advisors, Inc.
INCREASED33,04232,168+874+3%$6.4M$7.5M+$1.1M2026-10-27
Freedom Day Solutions, LLC
INCREASED33,02730,902+2,125+7%$6.2M$7.5M+$1.4M2026-10-20
Western Pacific Wealth Management, LP
DECREASED32,99933,364-365-1%$6.7M$7.5M+$860.5K2026-10-16
Rockingstone Advisors LLC
DECREASED32,95433,255-301-1%$6.7M$7.5M+$872.0K2026-10-16
Adelphi Trust Co
DECREASED32,94034,625-1,685-5%$6.9M$7.5M+$594.7K2026-10-05
Altus Wealth Group LLC
DECREASED32,91835,577-2,659-7%$7.1M$7.5M+$399.2K2026-10-20
Saxony Capital Management, LLC
DECREASED32,91632,939-230%$6.6M$7.5M+$926.7K2026-10-15
Westview Management dba Westview Investment Advisors
INCREASED32,88430,181+2,703+9%$6.0M$7.5M+$1.5M2026-11-09
DLK Investment Management, LLC
INCREASED32,8366,575+26,261+399%$812.3K$7.5M+$6.7M2026-10-09
Purkiss Capital Advisors LLC
INCREASED32,78632,736+50+0%$6.6M$7.5M+$937.5K2026-11-06
Arlington Trust Co LLC
INCREASED32,75019,390+13,360+69%$3.9M$7.5M+$3.6M2026-10-20
Meridian Management Co
INCREASED32,72825,044+7,684+31%$5.0M$7.5M+$2.5M2026-11-06
Brady Family Wealth, LLC
INCREASED32,64728,599+4,048+14%$5.7M$7.5M+$1.7M2026-11-02
ICW Investment Advisors LLC
DECREASED32,60133,241-640-2%$6.7M$7.4M+$794.3K2026-10-27
Centurion Wealth Management LLC
DECREASED32,48734,951-2,464-7%$7.0M$7.4M+$425.9K2026-10-13
Bernardo Wealth Planning LLC
INCREASED32,42014,798+17,622+119%$3.0M$7.4M+$4.4M2026-10-23
Financial & Tax Architects, LLC
DECREASED32,41134,192-1,781-5%$6.8M$7.4M+$560.5K2026-10-15
Goldenstone Wealth Management LLC
INCREASED32,20531,996+209+1%$6.4M$7.4M+$952.8K2026-11-04
Tounjian Advisory Partners, LLC
DECREASED32,15935,198-3,039-9%$7.0M$7.3M+$301.7K2026-11-04
Snider Financial Group
DECREASED32,13433,124-990-3%$6.6M$7.3M+$711.0K2026-10-16
Chemung Canal Trust Co
INCREASED32,13231,194+938+3%$6.2M$7.3M+$1.1M2026-11-04
Yankcom Partnership
DECREASED32,09632,264-168-1%$6.5M$7.3M+$874.4K2026-10-15
Gradient Capital Advisors, LLC
DECREASED32,00932,307-298-1%$6.5M$7.3M+$845.9K2026-10-21
Brian LOW Financial Group, LLC
INCREASED32,00614,531+17,475+120%$2.9M$7.3M+$4.4M2026-10-28
Viking Fund Management LLC
DECREASED32,00035,000-3,000-9%$7.0M$7.3M+$305.0K2026-10-14
Wellington Grp LLC
INCREASED31,99529,558+2,437+8%$5.9M$7.3M+$1.4M2026-11-06
Syntegra Private Wealth Group, LLC
INCREASED31,95530,960+995+3%$6.2M$7.3M+$1.1M2026-10-13
Gerald Baker Financial Group LLC
DECREASED31,94932,180-231-1%$6.4M$7.3M+$857.6K2026-10-09
IFG Advisors, LLC
DECREASED31,90231,931-290%$6.4M$7.3M+$896.9K2026-10-15
Evansbrook LLC
DECREASED31,84134,292-2,451-7%$6.9M$7.3M+$410.3K2026-10-16
1834 Investment Advisors Co
INCREASED31,80230,791+1,011+3%$6.2M$7.3M+$1.1M2026-10-16
New Wave Wealth Advisors LLC
INCREASED31,79029,366+2,424+8%$5.9M$7.3M+$1.4M2026-10-19
Ethos Capital Management, Inc.
INCREASED31,77729,359+2,418+8%$5.9M$7.3M+$1.4M2026-11-03
Bridgewealth Advisory Group, LLC
INCREASED31,76831,598+170+1%$6.3M$7.3M+$932.7K2026-11-09
Marin Bay Wealth Advisors, LLC
INCREASED31,66830,939+729+2%$6.2M$7.2M+$1.0M2026-10-28
Rose Capital Advisors LLC
INCREASED31,64811,311+20,337+180%$2.3M$7.2M+$5.0M2026-11-04
Aafmaa Wealth Management & Trust LLC
DECREASED31,52931,996-467-1%$6.4M$7.2M+$798.5K2026-10-14
VMS Asset Management Limited
DECREASED31,44039,529-8,089-20%$7.9M$7.2M-$729.1K2026-10-15
Greenbush Financial Group, LLC
INCREASED31,42127,010+4,411+16%$5.4M$7.2M+$1.8M2026-10-15
Kohmann Bosshard Financial Services, LLC
INCREASED31,34431,007+337+1%$6.2M$7.2M+$953.9K2026-11-04
Catalyst Capital Advisors LLC
INCREASED31,3257,505+23,820+317%$1.5M$7.2M+$5.7M2026-11-02
Founders Grove Wealth Partners, LLC
INCREASED31,31229,413+1,899+6%$5.9M$7.2M+$1.3M2026-10-16
Centennial Wealth Advisory LLC
INCREASED31,30330,399+904+3%$6.1M$7.2M+$1.1M2026-10-16
TruNorth Capital Management, LLC
INCREASED31,28028,176+3,104+11%$5.6M$7.1M+$1.5M2026-10-14
Cap Partners, LLC
INCREASED31,21030,229+981+3%$6.0M$7.1M+$1.1M2026-10-19
Mechanics Financial Corp
INCREASED31,15030,460+690+2%$6.1M$7.1M+$1.0M2026-11-05
Pension & Wealth Management Advisors, Inc.
INCREASED31,13221,362+9,770+46%$4.3M$7.1M+$2.8M2026-10-16
Brown, Lisle Ings, Inc.
DECREASED31,09731,140-430%$6.2M$7.1M+$871.1K2026-10-16
Brown Wealth Management, LLC
INCREASED30,96229,784+1,178+4%$6.0M$7.1M+$1.1M2026-10-20
Burton Enright Welch
INCREASED30,93230,449+483+2%$6.1M$7.1M+$971.7K2026-11-04
Urban Wealth Management, LLC
DECREASED30,92336,976-6,053-16%$7.4M$7.1M-$336.3K2026-10-21
Murphy & Mullick Capital Management Corp
INCREASED30,91830,427+491+2%$6.1M$7.1M+$974.0K2026-11-02
Spinnaker Investment Group, LLC
DECREASED30,85330,937-840%$6.2M$7.0M+$856.0K2026-10-13
Weaver Consulting Group
DECREASED30,80371,717-40,914-57%$14.3M$7.0M-$7.3M2026-10-07
International Private Wealth Advisors LLC
INCREASED30,80221,397+9,405+44%$4.3M$7.0M+$2.8M2026-11-05
Stillwater Wealth Management Group
INCREASED30,68629,316+1,370+5%$5.9M$7.0M+$1.1M2026-10-21
Cresta Advisors, Ltd.
INCREASED30,64530,405+240+1%$6.1M$7.0M+$915.0K2026-10-14
Optimas Capital Ltd
INCREASED30,60020,100+10,500+52%$4.0M$7.0M+$3.0M2026-11-03
Carl P. Sherr & Co., LLC
INCREASED30,59330,521+72+0%$6.1M$7.0M+$879.9K2026-11-06
Davidson Capital Management Inc.
INCREASED30,56230,021+541+2%$6.0M$7.0M+$972.8K2026-10-15
Breakwater Capital Group
INCREASED30,54630,471+75+0%$6.1M$7.0M+$879.1K2026-10-09
Mainstream Capital Management LLC
INCREASED30,52627,621+2,905+11%$5.5M$7.0M+$1.4M2026-10-23
Nichols & Pratt Advisers LLP
DECREASED30,52032,010-1,490-5%$6.4M$7.0M+$641.0K2026-10-13
Horst & Graben Wealth Management LLC
DECREASED30,51934,590-4,071-12%$6.8M$7.0M+$135.6K2026-11-02
Valley Brook Capital Group, Inc.
INCREASED30,49730,477+20+0%$6.1M$7.0M+$866.8K2026-10-26
Eads & Heald Wealth Management
DECREASED30,44733,456-3,009-9%$6.7M$7.0M+$259.3K2026-10-29
Plan A Wealth LLC
INCREASED30,41329,312+1,101+4%$5.9M$6.9M+$1.1M2026-10-08
Cohen Capital Management, Inc.
INCREASED30,3418,229+22,112+269%$1.6M$6.9M+$5.3M2026-10-14
Missouri Trust & Investment Co
DECREASED30,29830,409-1110%$6.1M$6.9M+$814.9K2026-11-04
Coquina Private Wealth LLC
DECREASED30,25531,066-811-3%$6.2M$6.9M+$693.7K2026-10-27
Accuvest Global Advisors
INCREASED30,25429,192+1,062+4%$5.8M$6.9M+$1.1M2026-11-04
Revisor Wealth Management LLC
INCREASED30,22629,134+1,092+4%$5.8M$6.6M+$762.2K2026-10-20
First Interstate Bank
DECREASED30,22231,915-1,693-5%$6.4M$6.9M+$516.2K2026-10-23
BlueChip Wealth Advisors LLC
INCREASED30,20022,563+7,637+34%$4.5M$6.9M+$2.4M2026-11-03
Verum Partners LLC
INCREASED30,18724,708+5,479+22%$4.9M$6.9M+$2.0M2026-10-21
Wealth Architects, LLC
INCREASED30,16530,055+110+0%$6.0M$6.9M+$875.3K2026-11-03
Clearwave Capital, LLC
INCREASED30,14227,598+2,544+9%$5.5M$6.9M+$1.4M2026-10-27
Biltmore Family Office, LLC
DECREASED30,12034,210-4,090-12%$6.8M$6.9M+$41.3K2026-11-03
DT Investment Partners, LLC
DECREASED30,09731,241-1,144-4%$6.3M$6.9M+$622.5K2026-10-27
Mcdonald Partners LLC
DECREASED30,09430,234-1400%$6.0M$6.9M+$823.3K2026-11-03
Arch Global Advisors, LLC
DECREASED30,05930,426-367-1%$6.1M$6.9M+$784.4K2026-10-23
Northcape Wealth Management, LLC
INCREASED30,0465,873+24,173+412%$1.2M$6.9M+$5.7M2026-11-04
Total Clarity Wealth Management, Inc.
DECREASED30,03830,951-913-3%$6.2M$6.9M+$667.0K2026-10-26
Sulzberger Capital Advisors, Inc.
INCREASED30,00829,532+476+2%$5.9M$6.9M+$944.4K2026-10-20
Armstrong Advisory Group, Inc
INCREASED29,98429,321+663+2%$5.9M$6.8M+$980.9K2026-10-09
Cohen Investment Advisors LLC
INCREASED29,97229,720+252+1%$5.9M$6.8M+$898.3K2026-10-20
RFG Holdings, Inc.
INCREASED29,92929,826+103+0%$6.0M$6.8M+$867.3K2026-10-30
Buck Wealth Strategies, LLC
INCREASED29,90315,187+14,716+97%$3.0M$6.8M+$3.8M2026-10-28
Orrstown Financial Services Inc
INCREASED29,86329,731+132+0%$5.9M$6.8M+$871.2K2026-10-14
McCollum Christoferson Group LLC
DECREASED29,80830,232-424-1%$4.4M$4.9M+$522.2K2026-10-13
Rydar Equities, Inc.
INCREASED29,74728,924+823+3%$6.0M$7.1M+$1.1M2026-10-13
Intact Investment Management Inc.
DECREASED29,64038,300-8,660-23%$7.7M$6.8M-$894.3K2026-11-03
Hidden Cove Wealth Management, LLC
INCREASED29,62629,584+42+0%$5.9M$6.8M+$846.4K2026-10-19
Family Capital Trust Co
DECREASED29,60029,624-240%$5.9M$6.8M+$832.6K2026-10-22
Independent Wealth Network Inc.
INCREASED29,54327,987+1,556+6%$5.6M$6.7M+$1.1M2026-10-19
WT Wealth Management
DECREASED29,48660,850-31,364-52%$12.2M$6.7M-$5.4M2026-10-13
Meadow Creek Wealth Advisors LLC
DECREASED29,47329,767-294-1%$6.0M$6.7M+$775.0K2026-11-02
Parr Mcknight Wealth Management Group, LLC
DECREASED29,40530,208-803-3%$6.0M$6.7M+$671.2K2026-10-30
Mizuho Markets Cayman LP
INCREASED29,39124,138+5,253+22%$4.8M$6.7M+$1.9M2026-11-09
KFG Wealth Management, LLC
DECREASED29,33335,691-6,358-18%$7.1M$6.7M-$442.2K2026-10-16
Elemental Capital Partners LLC
INCREASED29,27328,883+390+1%$5.8M$6.7M+$906.2K2026-10-14
New Covenant Trust Company, N.A.
INCREASED29,23525,683+3,552+14%$5.1M$6.7M+$1.5M2026-10-08
Vertrix Wealth Management, LLC
INCREASED29,22927,485+1,744+6%$5.5M$6.7M+$1.2M2026-10-13
SeaBridge Investment Advisors LLC
INCREASED29,21126,997+2,214+8%$5.4M$6.7M+$1.3M2026-11-02
Three Seasons Wealth, LLC
DECREASED29,19732,003-2,806-9%$6.4M$6.7M+$264.5K2026-11-03
Aspen Investment Management Inc
INCREASED29,15822,272+6,886+31%$4.5K$6.7K+$2.2K2026-11-05
Stablepoint Partners, LLC
INCREASED29,14828,540+608+2%$5.7M$6.7M+$946.3K2026-11-03
Carolina Wealth Management Inc
INCREASED29,11922,357+6,762+30%$4.5M$6.7M+$2.2M2026-10-29
St. Johns Investment Management Company, LLC
DECREASED29,05329,343-290-1%$5.9M$6.6M+$763.9K2026-10-30
Navigation Group, LLC
INCREASED29,03626,912+2,124+8%$5.4M$6.6M+$1.2M2026-10-28
Trust Co of Oklahoma
DECREASED29,03130,042-1,011-3%$6.0M$6.6M+$619.0K2026-10-15
Financial Management Professionals, Inc.
DECREASED29,01336,066-7,053-20%$7.2M$6.6M-$583.2K2026-10-23
15 Wealth Advisors LLC
NEW28,979—+28,979——$6.6M—2026-10-14
Silver Grove Financial Group, Inc.
INCREASED28,97827,861+1,117+4%$5.6M$6.6M+$1.0M2026-11-05
White Pine Investment Co
INCREASED28,91827,734+1,184+4%$5.5M$6.6K-$5.5M2026-10-15
4J Wealth Management LLC
DECREASED28,91428,939-250%$5.8M$6.6M+$813.0K2026-11-02
Sage Rhino Capital LLC
INCREASED28,88428,603+281+1%$5.7M$6.6M+$873.4K2026-10-28
Tanager Wealth Management LLP
INCREASED28,84221,939+6,903+31%$4.4M$6.6M+$2.2M2026-10-19
Wealth Science Advisors LLC
DECREASED28,81129,100-289-1%$5.8M$6.6M+$757.2K2026-10-09
Ledyard National Bank
DECREASED28,80031,887-3,087-10%$6.4M$6.6M+$197.1K2026-10-21
Milestones Administradora de Recursos Ltda.
INCREASED28,76910,599+18,170+171%$2.1M$6.6M+$4.4M2026-10-21
Avion Wealth
INCREASED28,64928,543+106+0%$5.7M$6.5K-$5.7M2026-11-04
Absolute Capital Management, LLC
INCREASED28,64419,328+9,316+48%$3.9M$6.5M+$2.7M2026-10-16
Tred Avon Family Wealth, LLC
DECREASED28,61129,173-562-2%$5.8M$6.5M+$696.9K2026-10-20
Financial Consulate, Inc
DECREASED28,57628,859-283-1%$5.8M$6.5M+$752.1K2026-10-23
Telos Capital Management, Inc.
INCREASED28,56228,140+422+2%$5.6M$6.5M+$892.3K2026-11-02
B.A. Schrock Wealth Management, Inc.
NEW28,557—+28,557——$6.6M—2026-10-15
Veracity Capital LLC
INCREASED28,55626,833+1,723+6%$5.4M$6.5M+$1.2M2026-10-08
Rare Wolf Capital LLC
INCREASED28,55128,351+200+1%$5.7M$6.5M+$847.7K2026-10-20
Encompass Wealth Advisors, LLC
INCREASED28,49813,593+14,905+110%$2.7M$6.5M+$3.8M2026-10-15
Autumn Glory Partners, LLC
INCREASED28,39728,367+30+0%$5.7M$6.5M+$809.4K2026-10-26
Legacy Wealth Asset Management, LLC
DECREASED28,29629,093-797-3%$5.8M$6.5M+$641.0K2026-10-09
Virtue Asset Management LLC
INCREASED28,28328,060+223+1%$5.6M$6.5M+$844.8K2026-10-21
Fortis Group Advisors, LLC
INCREASED28,26325,503+2,760+11%$5.1M$5.9M+$782.9K2026-11-06
Symphony Financial Services, Inc.
DECREASED28,24728,589-342-1%$5.7M$6.5M+$730.7K2026-11-09
Syverson Strege & Co
INCREASED28,24623,344+4,902+21%$4.7M$6.5M+$1.8M2026-11-02
Winebrenner Capital Management LLC
UNCHANGED28,21828,21800%$5.6M$6.4M+$798.3K2026-10-07
Coerente Capital Management
INCREASED28,17727,490+687+3%$5.5M$6.4M+$934.6K2026-10-29
Carter Financial Group, Inc.
DECREASED28,11728,527-410-1%$5.7M$6.4M+$719.7K2026-10-21
Three Bridge Wealth Advisors, LLC
DECREASED28,04328,199-156-1%$5.6M$6.4M+$769.1K2026-11-05
Crusonia Wealth Advisors LLC
INCREASED27,97626,369+1,607+6%$5.3M$6.4M+$1.1M2026-10-26
Greykasell Wealth Strategies, Inc.
DECREASED27,95228,020-680%$5.6M$6.4M+$777.2K2026-11-09
Successful Portfolios LLC
DECREASED27,94128,628-687-2%$5.8M$6.6M+$795.3K2026-10-09
Finivi Inc.
INCREASED27,92127,599+322+1%$5.5M$6.4M+$854.3K2026-10-13
Lantern Wealth Advisors, LLC
INCREASED27,88320,563+7,320+36%$4.1M$6.4M+$2.3M2026-10-22
Kraematon Investment Advisors, Inc
INCREASED27,83827,518+320+1%$5.5M$6.4M+$851.6K2026-11-02
Argus Investors' Counsel, Inc.
DECREASED27,79527,799-40%$5.6M$6.3M+$785.5K2026-10-09
Reliant Investment Management, LLC
INCREASED27,79226,612+1,180+4%$5.3M$6.3M+$1.0M2026-10-14
Vista Investment Partners LLC
DECREASED27,69728,317-620-2%$5.7M$6.3M+$659.5K2026-10-08
Atlas Capital Advisors Inc.
DECREASED27,68327,782-990%$5.6M$6.3M+$774.8K2026-11-09
Fortitude Family Office, LLC
INCREASED27,67715,961+11,716+73%$3.2M$6.3M+$3.1M2026-10-14
BostonPremier Wealth LLC
DECREASED27,67027,867-197-1%$5.6M$6.3M+$743.4K2026-10-16
Waystone Advisors LLC
UNCHANGED27,61427,61400%$5.5M$5.5M$02026-10-16
M. Kraus & Co
DECREASED27,58427,714-1300%$5.5M$6.3M+$754.3K2026-10-20
Arvest Investments, Inc.
INCREASED27,47627,319+157+1%$5.5M$6.3M+$808.7K2026-10-21
Warwick Investment Management, Inc.
DECREASED27,44946,649-19,200-41%$9.3M$6.3M-$3.1M2026-10-19
Cox Capital Mgt LLC
DECREASED27,44727,603-156-1%$5.5M$6.3M+$745.3K2026-10-07
TFB Advisors LLC
INCREASED27,39326,794+599+2%$5.4M$6.3M+$894.8K2026-11-02
Motive Wealth Advisors
INCREASED27,16326,386+777+3%$5.3M$6.2M+$923.9K2026-10-26
MeadowBrook Investment Advisors LLC
INCREASED27,14026,475+665+3%$5.3M$5.8M+$462.0K2026-10-29
New Capital Management LP
DECREASED27,12928,473-1,344-5%$5.7M$6.2M+$498.5K2026-10-29
Acorn Wealth Advisors, LLC
DECREASED27,12127,289-168-1%$5.5M$6.2M+$733.5K2026-10-19
Alpine Bank Wealth Management
DECREASED27,10128,430-1,329-5%$5.7M$6.2M+$500.8K2026-10-16
Bingham Private Wealth, LLC
INCREASED27,07624,643+2,433+10%$4.9M$6.2M+$1.3M2026-11-05
Strata Wealth Advisors, LLC
INCREASED27,04425,600+1,444+6%$5.1M$6.2M+$1.1M2026-10-16
Oakmont Investment Advisors, Inc.
INCREASED27,03226,458+574+2%$5.3M$6.2M+$879.6K2026-10-21
Stableford Capital II LLC
DECREASED26,99440,525-13,531-33%$8.1M$6.2M-$1.9M2026-10-09
TAGStone Capital, Inc.
INCREASED26,98226,066+916+4%$5.2M$6.2M+$956.9K2026-11-09
InTrack Investment Management Inc
DECREASED26,95027,207-257-1%$5.4M$6.2M+$711.0K2026-10-15
WMG Financial Advisors, LLC
UNCHANGED26,93026,93000%$5.4M$5.4M$02026-10-28
Cypress Point Wealth Management, LLC
INCREASED26,80620,136+6,670+33%$4.0M$6.1M+$2.1M2026-11-03
Ariadne Wealth Management, LP
DECREASED26,73228,137-1,405-5%$5.6M$6.1M+$475.1K2026-11-06
August Group Capital Ltd
INCREASED26,72726,652+75+0%$5.3M$6.1M+$771.3K2026-10-14
Patriot Investment Management Group, Inc.
DECREASED26,71627,416-700-3%$5.5M$6.1M+$615.7K2026-10-15
Stonebridge Financial Planning Group, LLC
DECREASED26,69527,170-475-2%$5.4M$6.1M+$660.1K2026-11-06
Chiron Capital Management, LLC
DECREASED26,66928,962-2,293-8%$5.8M$6.1M+$295.6K2026-10-15
Verus Wealth Management, LLC
INCREASED26,6366,991+19,645+281%$1.4M$6.1M+$4.7M2026-10-13
Rational Advisors, Inc.
INCREASED26,56024,357+2,203+9%$4.9M$6.1M+$1.2M2026-11-02
Triumph Capital Management
DECREASED26,53428,759-2,225-8%$5.8M$6.1M+$305.3K2026-10-14
Campbell Newman Asset Management Inc
DECREASED26,51927,016-497-2%$5.4M$6.1M+$650.8K2026-10-22
Matauro, LLC
INCREASED26,51324,579+1,934+8%$4.9M$6.1M+$1.1M2026-11-03
Kendall Capital Management
INCREASED26,50624,740+1,766+7%$5.0M$6.1M+$1.1M2026-10-23
Wincap Financial LLC
DECREASED26,43627,614-1,178-4%$5.5M$6.0M+$512.2K2026-10-20
Turn8 Private Wealth Inc.
DECREASED26,41626,597-181-1%$5.3M$6.0M+$701.9K2026-11-05
MRA Advisory Group
INCREASED26,40910,815+15,594+144%$2.2M$6.0M+$3.9M2026-10-07
One Wealth Capital Management, LLC
DECREASED26,39552,766-26,371-50%$10.6M$6.0M-$4.5M2026-10-23
RIA Advisory Group LLC
DECREASED26,37440,866-14,492-35%$8.2M$6.0M-$2.2M2026-10-15
Etesian Wealth Advisors, Inc.
INCREASED26,37426,249+125+0%$5.3M$6.0M+$771.1K2026-10-27
DecisionMap Wealth Management, LLC
DECREASED26,34427,759-1,415-5%$5.6M$6.0M+$462.1K2026-10-29
Unique Wealth Strategies, LLC
UNCHANGED26,33826,33800%$5.3M$5.3M$02026-10-13
Dedeker Financial LLC
INCREASED26,30726,277+30+0%$5.3M$6.0M+$750.3K2026-10-23
Courier Capital LLC
DECREASED26,27726,421-144-1%$5.3M$6.0M+$714.7K2026-10-19
Rooted Wealth Advisors, Inc.
UNCHANGED26,25626,25600%$5.3M$5.3M$02026-11-03
Family Legacy, Inc.
INCREASED26,21625,681+535+2%$5.1M$6.0M+$848.7K2026-10-13
Hill Island Financial LLC
DECREASED26,13026,140-100%$5.2M$6.0M+$737.2K2026-10-20
Focused Alpha, LLC
DECREASED26,10228,055-1,953-7%$5.6M$6.0M+$347.7K2026-10-20
Hudock, Inc.
DECREASED26,07026,456-386-1%$5.3M$6.0M+$660.2K2026-10-14
Ellis Investment Partners, LLC
INCREASED26,00618,432+7,574+41%$3.7M$5.9M+$2.3M2026-10-21
Jeter Robert S II
INCREASED25,96813,981+11,987+86%$2.9M$5.9M+$3.0M2026-10-16
Riverbend Wealth Management, LLC
DECREASED25,93626,000-640%$5.2M$5.9M+$720.9K2026-10-15
Capital Advisors, Ltd. LLC
DECREASED25,92926,040-1110%$5.2K$5.9K+$7122026-10-27
Woodmont Investment Counsel LLC
INCREASED25,90621,862+4,044+19%$4.4M$5.9M+$1.5M2026-10-29
GatePass Capital, LLC
INCREASED25,89318,934+6,959+37%$3.8M$5.9M+$2.1M2026-11-09
Opal Wealth Advisors, LLC
INCREASED25,82524,036+1,789+7%$4.8M$5.9M+$1.1M2026-10-16
Unique Wealth, LLC
INCREASED25,82325,164+659+3%$5.0M$5.9M+$862.4K2026-10-16
Nolet Wealth Management, LLC
INCREASED25,76325,375+388+2%$5.1M$5.9M+$806.5K2026-10-15
Rise Advisors, LLC
INCREASED25,69524,788+907+4%$5.0M$5.9M+$908.4K2026-10-16
Aletheian Wealth Advisors LLC
INCREASED25,68824,252+1,436+6%$4.9M$5.9M+$1.0M2026-10-08
Lodestone Wealth Management LLC
INCREASED25,68725,488+199+1%$5.1M$5.9M+$766.5K2026-10-14
Gilpin Wealth Management, LLC
INCREASED25,65625,549+107+0%$5.1M$5.9M+$747.2K2026-10-09
Banque de Luxembourg S.A.
DECREASED25,65227,359-1,707-6%$5.5M$5.9M+$384.1K2026-10-14
Endeavor Private Wealth, Inc.
DECREASED25,64525,876-231-1%$5.2M$5.9M+$685.8K2026-11-05
Pathway Financial Advisers, LLC
INCREASED25,58125,252+329+1%$5.1M$5.8M+$789.6K2026-10-27
Uptick Partners, LLC
INCREASED25,57823,634+1,944+8%$4.7M$5.8M+$1.1M2026-11-04
Zinnia Wealth Advisory, LLC
DECREASED25,57227,965-2,393-9%$5.6M$5.8M+$244.6K2026-11-06
Insight Wealth Partners, LLC
DECREASED25,54928,500-2,951-10%$5.7M$5.8M+$132.3K2026-10-26
White Pine Capital LLC
INCREASED25,52224,735+787+3%$4.9M$5.8M+$879.5K2026-11-09
Cannon Advisors, Inc.
INCREASED25,47023,285+2,185+9%$4.9M$5.8M+$888.7K2026-10-14
Salvus Wealth Management, LLC
INCREASED25,46825,232+236+1%$5.0M$5.8M+$767.7K2026-10-13
Legacy Wealth Partners, LLC
INCREASED25,44224,993+449+2%$5.0M$5.8M+$809.7K2026-10-15
Bria Capital Group, LLC
DECREASED25,35033,296-7,946-24%$6.7M$5.8M-$872.8K2026-10-22
Mandatum Life Insurance Co Ltd
INCREASED25,32813,328+12,000+90%$2.7M$5.8M+$3.1M2026-11-06
IVC Wealth Advisors LLC
DECREASED25,31625,654-338-1%$5.1M$5.8M+$648.6K2026-10-23
First Nebraska Trust Co
DECREASED25,30525,535-230-1%$5.1M$5.8M+$669.9K2026-10-30
CWC Advisors, Llc.
DECREASED25,25330,332-5,079-17%$6.1M$5.8M-$301.9K2026-10-15
RPS Advisory Solutions LLC
DECREASED25,22029,070-3,850-13%$5.8M$5.8M-$56.9K2026-11-09
First Pacific Financial
DECREASED25,17326,259-1,086-4%$5.3M$5.7M+$494.8K2026-10-14
J. Derek Lewis & Associates Inc.
DECREASED25,13525,942-807-3%$5.2M$5.7M+$543.8K2026-11-03
Quad-Cities Investment Group, LLC
DECREASED25,12425,829-705-3%$5.2M$5.7M+$569.7K2026-10-16
Atala Financial Inc
INCREASED25,11324,688+425+2%$4.9M$5.7M+$795.5K2026-10-22
Farrow Financial, Inc.
DECREASED24,97125,042-710%$5.0M$5.7M+$692.2K2026-10-30
Ejmk Ventures LLC
INCREASED24,94324,180+763+3%$4.8M$5.7M+$861.2K2026-10-21
Old Mission Investment Co LLC
INCREASED24,94324,854+89+0%$5.0M$5.7M+$729.7K2026-10-22
Evolution Wealth Advisors, LLC
INCREASED24,93822,225+2,713+12%$4.4M$5.7M+$1.2M2026-11-03
Braeburn Wealth Management LLC
INCREASED24,92119,809+5,112+26%$4.0M$5.7M+$1.7M2026-10-15
Nordwand Advisors, LLC
INCREASED24,89424,008+886+4%$4.8M$5.7M+$881.5K2026-11-05
Latitude Advisors, LLC
INCREASED24,88324,771+112+0%$5.0M$5.7M+$726.2K2026-10-27
Pacific Capital Partners Ltd
INCREASED24,86914,980+9,889+66%$3.0M$5.7M+$2.7M2026-10-28
Legal Advantage Investments, Inc.
UNCHANGED24,85624,85600%$5.0M$5.7M+$703.2K2026-10-13
Pinnacle West Asset Management, Inc.
DECREASED24,81525,515-700-3%$5.1M$5.7K-$5.1M2026-11-09
GS Investments, Inc.
DECREASED24,79125,602-811-3%$5.1M$5.7M+$539.1K2026-11-05
Register Financial Advisors LLC
INCREASED24,75623,842+914+4%$4.8M$5.7M+$883.2K2026-10-23
Solidarity Wealth, LLC
INCREASED24,73324,074+659+3%$4.8M$5.6M+$831.6K2026-10-15
D.B. Root & Company, LLC
INCREASED24,72123,992+729+3%$4.8M$5.6M+$845.2K2026-11-04
Allegiance Financial Group Advisory Services LLC
INCREASED24,70220,408+4,294+21%$4.1M$5.6M+$1.6M2026-11-02
Trueblood Wealth Management, LLC
DECREASED24,64325,372-729-3%$5.1M$5.6M+$551.3K2026-10-23
AXS Investments LLC
DECREASED24,60625,501-895-4%$5.1M$5.6M+$517.0K2026-11-04
Richardson Financial Services Inc.
INCREASED24,54524,306+239+1%$4.9M$5.6M+$742.2K2026-10-30
Pinkerton Wealth, LLC
DECREASED24,51824,672-154-1%$4.3M$5.6M+$1.3M2026-10-29
Boyce & Associates Wealth Consulting, Inc.
INCREASED24,50024,246+254+1%$4.9M$5.6M+$744.0K2026-10-14
Keudell ison Wealth Management
INCREASED24,48422,661+1,823+8%$4.5M$5.6M+$1.1M2026-10-16
PCA Investment Advisory Services Inc.
INCREASED24,46623,996+470+2%$4.8M$5.6M+$786.1K2026-10-13
Chesapeake Capital Corp
INCREASED24,42710,830+13,597+126%$2.2M$5.6M+$3.4M2026-11-09
Invera Wealth Advisors, LLC
INCREASED24,39224,388+4+0%$4.9M$5.6M+$690.9K2026-10-28
Levin Capital Strategies, L.P.
INCREASED24,38124,248+133+1%$4.9M$5.6M+$716.8K2026-11-02
Wealth Group, Ltd.
DECREASED24,357104,675-80,318-77%$20.9M$5.6K-$20.9M2026-10-30
Caliber Wealth Management, LLC / KS
INCREASED24,34823,594+754+3%$4.7M$5.6M+$839.7K2026-11-04
Udine Wealth Management, Inc.
INCREASED24,30124,201+100+0%$4.8M$5.5M+$707.5K2026-10-23
Southland Equity Partners LLC
INCREASED24,29724,008+289+1%$4.8M$5.5M+$745.2K2026-10-14
Northern Financial Advisors Inc
INCREASED24,27723,711+566+2%$4.7M$5.5M+$800.0K2026-10-29
Tlwm
INCREASED24,27224,182+90+0%$4.8M$5.5M+$704.7K2026-10-09
Amplius Wealth Advisors, LLC
INCREASED24,26815,145+9,123+60%$3.0M$5.5M+$2.5M2026-10-20
Armstrong, Fleming & Moore, Inc
DECREASED24,22024,242-220%$4.9M$5.5M+$680.8K2026-10-28
Vilga Financial Planning LLC
INCREASED24,21423,487+727+3%$4.7M$5.5M+$830.5K2026-10-09
Towerpoint Wealth, LLC
DECREASED24,18224,544-362-1%$4.9M$5.5M+$611.7K2026-10-13
Bigelow Investment Advisors, LLC
INCREASED24,17224,003+169+1%$4.8M$5.5M+$717.6K2026-10-13
Morton Capital Management LLC
INCREASED24,16623,426+740+3%$4.7M$5.5M+$831.7K2026-10-23
Investment Partners Asset Management, Inc.
DECREASED24,12924,211-820%$4.8M$5.5M+$666.2K2026-10-09
Kuhn & Co Investment Counsel
DECREASED24,12726,925-2,798-10%$5.4M$5.5M+$122.7K2026-10-29
Shum Financial Group, Inc.
INCREASED24,10123,585+516+2%$4.7M$5.5M+$785.1K2026-10-13
Philadelphia Investment Partners, LLC
DECREASED24,09924,684-585-2%$5.0M$5.5M+$470.9K2026-11-09
Abound Wealth Management
INCREASED24,09521,711+2,384+11%$4.3M$5.5M+$1.2M2026-10-26
Cedarwood Wealth LLC
INCREASED24,09523,500+595+3%$4.7M$5.5M+$800.6K2026-11-09
Meridian Financial Partners LLC
INCREASED24,08423,897+187+1%$5.1M$5.2M+$153.6K2026-10-23
G&S Capital LLC
DECREASED24,03224,079-470%$4.8M$5.5M+$670.4K2026-10-23
Global Trust Asset Management, LLC
INCREASED24,02823,968+60+0%$4.8M$5.5M+$691.7K2026-10-19
Taylor & Morgan Wealth Management, LLC
DECREASED24,00924,165-156-1%$4.8M$5.5M+$648.0K2026-10-09
Legacy Capital Group California, Inc.
INCREASED24,00421,913+2,091+10%$4.4M$5.5M+$1.1M2026-11-09
Boyd Watterson Asset Management LLC
UNCHANGED24,00024,00000%$4.8M$5.5M+$679.0K2026-11-06
TFC Financial Management, Inc.
INCREASED23,98423,959+25+0%$4.8M$5.5M+$683.5K2026-10-26
Grey Ledge Advisors, LLC
DECREASED23,97525,406-1,431-6%$5.1M$5.5M+$392.0K2026-11-02
Bedel Financial Consulting, Inc.
DECREASED23,96425,990-2,026-8%$5.2M$5.5M+$272.4K2026-11-06
Phillips Financial Management, LLC
INCREASED23,80423,385+419+2%$4.7M$5.4M+$757.3K2026-10-19
Asset Planning,Inc
UNCHANGED23,78123,78100%$4.8M$5.4M+$672.8K2026-10-26
Owl Creek Wealth Partners LLC
INCREASED23,76423,223+541+2%$4.6M$5.4M+$780.5K2026-10-20
FDx Advisors, Inc.
DECREASED23,73423,939-205-1%$4.8M$5.4K-$4.8M2026-11-09
Carrera Capital Advisors
INCREASED23,69512,288+11,407+93%$2.5M$5.4M+$3.0M2026-11-03
Capstone Wealth Management Group, LLC
DECREASED23,68424,787-1,103-4%$5.0M$4.4M-$540.6K2026-11-05
Prairie Advisory, LLC
INCREASED23,63412,270+11,364+93%$2.5M$5.4M+$2.9M2026-10-19
Nearside Advisors, LLC
NEW23,625—+23,625——$5.4M—2026-10-20
Redstone Wealth Management, LLC
INCREASED23,61723,576+41+0%$4.7M$5.4M+$676.4K2026-10-20
Core Wealth Partners LLC
INCREASED23,59623,095+501+2%$4.6M$5.4M+$767.8K2026-11-02
GK Wealth Management LLC
DECREASED23,59528,314-4,719-17%$5.7M$5.4M-$276.4K2026-10-09
Hamilton Capital, LLC
INCREASED23,54721,472+2,075+10%$4.3M$5.4M+$1.1M2026-10-08
Pekin Hardy Strauss, Inc.
INCREASED23,50620,075+3,431+17%$4.0M$5.4M+$1.4M2026-11-02
Bourne Lent Asset Management Inc
DECREASED23,50024,340-840-3%$4.9M$5.4M+$496.7K2026-11-05
Rosenberg Matthew Hamilton
INCREASED23,47523,468+7+0%$4.7M$5.4M+$665.5K2026-10-05
ANB Bank
DECREASED23,37223,920-548-2%$4.8M$5.3M+$551.5K2026-10-09
Vima LLC
INCREASED23,36923,367+2+0%$4.7M$5.3M+$667.1K2026-10-23
Sidoxia Capital Management, LLC
INCREASED23,35520,992+2,363+11%$4.2M$5.3M+$1.1M2026-10-28
First United Bank & Trust
INCREASED23,27822,992+286+1%$4.6M$5.3M+$715.8K2026-10-22
Arta Finance Wealth Management LLC
DECREASED23,27225,056-1,784-7%$5.0M$5.3M+$301.4K2026-10-28
BFI Infinity Ltd.
INCREASED23,2292,200+21,029+956%$440.2K$5.3M+$4.9M2026-10-16
Ares Financial Consulting, LLC
INCREASED23,22322,819+404+2%$4.6M$5.3M+$737.8K2026-10-19
Center For Asset Management LLC
INCREASED23,21922,021+1,198+5%$4.4M$5.3M+$896.6K2026-10-16
Green Ridge Wealth Planning LLC
DECREASED23,09624,131-1,035-4%$4.8M$5.3M+$446.2K2026-10-08
Providence Wealth Advisors, LLC
INCREASED23,04022,974+66+0%$4.5M$5.4M+$903.2K2026-10-29
MN Wealth Advisors, LLC
INCREASED23,01321,000+2,013+10%$4.2M$5.3M+$1.1M2026-10-23
Evermay Wealth Management LLC
INCREASED22,96321,493+1,470+7%$4.3M$5.2M+$946.1K2026-11-05
Sutton Place Investors LLC
INCREASED22,92422,543+381+2%$4.5M$5.2M+$724.8K2026-10-20
Pacific Sage Partners, LLC
DECREASED22,91623,476-560-2%$4.7M$5.2M+$536.2K2026-10-21
MKP Capital Management, L.L.C.
DECREASED22,900104,000-81,100-78%$20.8M$5.2M-$15.6M2026-11-04
Alternative Investment Advisors, Llc.
INCREASED22,89122,008+883+4%$4.4M$5.2M+$824.5K2026-11-03
Balentine LLC
DECREASED22,86546,379-23,514-51%$9.3M$5.2M-$4.1M2026-11-03
PFW Advisors LLC
INCREASED22,85522,375+480+2%$4.5M$5.2M+$742.6K2026-10-07
Mustard Seed Financial, LLC
INCREASED22,79822,668+130+1%$4.5M$5.2M+$671.0K2026-10-30
Aldebaran Financial Inc.
DECREASED22,77322,774-10%$4.6M$5.2M+$644.1K2026-11-06
Advisor Resource Council
DECREASED22,76126,893-4,132-15%$5.3M$5.4M+$163.8K2026-11-05
Leisure Capital Management
DECREASED22,68422,989-305-1%$4.6M$5.2M+$580.7K2026-11-03
Baron Wealth Management LLC
DECREASED22,67723,604-927-4%$4.7M$5.2M+$456.1K2026-10-27
True Freedom Investing, LLC
INCREASED22,66022,443+217+1%$3.9M$5.2M+$1.3M2026-10-29
Wealth Quarterback LLC
INCREASED22,64722,472+175+1%$4.5M$5.2M+$675.6K2026-10-20
Sanchez Gaunt Capital Management, LLC
DECREASED22,61022,994-384-2%$4.6M$5.2M+$562.8K2026-11-03
Whitaker-Myers Wealth Managers, Ltd.
INCREASED22,60613,748+8,858+64%$2.8M$5.2M+$2.4M2026-10-09
Obsidian CIO, LLC
DECREASED22,58722,987-400-2%$4.6M$5.2M+$558.9K2026-11-05
Meridian Wealth Partners, LLC
INCREASED22,56821,787+781+4%$4.4M$5.2M+$794.6K2026-11-09
Private Client Services, LLC
DECREASED22,55423,777-1,223-5%$4.8M$5.2M+$393.3K2026-10-02
Encompass More Asset Management
DECREASED22,54427,610-5,066-18%$5.5M$5.1M-$376.0K2026-10-16
Tuttle Capital Management, LLC
INCREASED22,5314,133+18,398+445%$827.0K$5.1M+$4.3M2026-10-21
Nicholas Wealth, Llc.
INCREASED22,49922,471+28+0%$4.5M$5.1M+$642.1K2026-10-26
Augustine Asset Management Inc
INCREASED22,44812,847+9,601+75%$2.6M$5.1M+$2.6M2026-10-13
Paladin Wealth, LLC
DECREASED22,44422,946-502-2%$4.6M$5.1M+$534.5K2026-10-23
Lpwm LLC
DECREASED22,41122,753-342-1%$4.6M$5.1M+$565.6K2026-10-20
Capstone Wealth Management Group, Inc.
DECREASED22,39122,669-278-1%$4.5M$5.1M+$577.8K2026-10-19
NWM Advisors, LLC
DECREASED22,39022,606-216-1%$4.5M$5.1M+$590.2K2026-11-09
BayBridge Capital Group, LLC
INCREASED22,37019,251+3,119+16%$3.9M$5.1M+$1.3M2026-10-13
JFS Wealth Advisors, LLC
INCREASED22,27422,263+11+0%$4.5M$5.1M+$633.8K2026-11-03
North Point Portfolio Managers Corp
INCREASED22,2111,252+20,959+1674%$250.5K$5.1M+$4.8M2026-10-07
Paradigm Asset Management Co LLC
DECREASED22,20027,400-5,200-19%$5.5M$5.1M-$412.4K2026-11-05
Focus Wealth Advisors, LLC
DECREASED22,13422,399-265-1%$4.5M$5.1M+$573.1K2026-10-14
RHL Group, LLC
INCREASED22,13011,616+10,514+91%$2.3M$5.1M+$2.7M2026-11-04
Cahaba Wealth Management, Inc.
INCREASED22,12020,713+1,407+7%$4.1M$5.1M+$907.3K2026-10-26
Peterson Wealth Management
INCREASED22,06921,639+430+2%$4.3M$5.0M+$710.4K2026-11-06
Fulcrum Equity Management
DECREASED22,01122,507-496-2%$4.5M$5.0M+$523.4K2026-10-21
Pachira Investments Inc.
INCREASED22,00713,163+8,844+67%$2.6M$5.0M+$2.4M2026-10-14
Townsend Asset Management Corp
DECREASED21,99922,080-810%$4.4M$5.0M+$606.1K2026-10-29
Primoris Wealth Advisors, LLC
DECREASED21,98922,729-740-3%$4.5M$5.0M+$474.0K2026-10-28
Piedmont Capital Management, LLC
DECREASED21,95922,256-297-1%$4.5M$5.0M+$561.8K2026-10-21
SoundView Advisors Inc.
INCREASED21,93321,927+6+0%$4.4M$5.0K-$4.4M2026-11-04
Fourpath Capital Management, LLC
INCREASED21,91018,966+2,944+16%$3.8M$5.0M+$1.2M2026-10-19
Fusion Capital, LLC
INCREASED21,85721,620+237+1%$4.3M$5.0M+$665.8K2026-10-28
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED21,84319,481+2,362+12%$3.9M$5.0M+$1.1M2026-10-13
Themes Management Co LLC
DECREASED21,83422,277-443-2%$4.5M$5.0M+$529.0K2026-10-29
Market Street Wealth Management Advisors LLC
INCREASED21,82820,305+1,523+8%$4.1M$5.0M+$922.3K2026-10-09
Wealthgarden F.S. LLC
DECREASED21,81024,286-2,476-10%$4.9M$5.0M+$121.4K2026-11-09
Montgomery Investment Management Inc
INCREASED21,7716,071+15,700+259%$1.2M$5.0M+$3.8M2026-10-26
Lodestar Private Asset Management LLC
DECREASED21,75221,825-730%$4.4M$5.0M+$600.7K2026-10-26
Mid-American Wealth Advisory Group, Inc.
INCREASED21,71020,066+1,644+8%$4.0M$5.0M+$943.1K2026-10-21
Walser Wealth Management Company, A Ltd Liability Co
INCREASED21,68719,801+1,886+10%$4.0M$5.0M+$990.8K2026-10-15
PUREfi Wealth, LLC
INCREASED21,66121,004+657+3%$4.2M$4.9M+$744.2K2026-10-19
Churchill Financial Advisors, LLC
INCREASED21,65919,744+1,915+10%$4.0M$4.9M+$995.9K2026-10-20
Adamsbrown Wealth Consultants LLC
DECREASED21,63422,091-457-2%$4.4M$4.9M+$520.6K2026-10-20
Lifestyle Asset Management, Inc.
INCREASED21,60120,063+1,538+8%$4.0M$4.9M+$918.8K2026-10-20
Wendell David Associates Inc
INCREASED21,59820,670+928+4%$4.1M$4.9K-$4.1M2026-10-27
Redwood Financial Network Corp
DECREASED21,57022,296-726-3%$4.5M$4.9M+$465.0K2026-11-03
Solitude Financial Services
INCREASED21,56921,540+29+0%$4.3M$4.9M+$616.0K2026-10-26
Woodley Farra Manion Portfolio Management Inc
DECREASED21,46321,579-116-1%$4.3M$4.9M+$589.5K2026-11-05
Tannin Capital LLC
DECREASED21,45722,800-1,343-6%$4.6M$4.9M+$338.3K2026-11-05
Alliance Private Wealth, LLC
DECREASED21,44423,734-2,290-10%$4.7M$4.9M+$148.4K2026-10-20
Fortune 45 LLC
INCREASED21,37520,742+633+3%$4.2M$4.9M+$730.6K2026-10-14
IronOak Wealth Llc.
NEW21,363—+21,363——$4.9M—2026-11-06
Clearwater Capital Advisors, LLC
INCREASED21,31121,143+168+1%$4.2M$4.9M+$636.4K2026-11-06
Choice Wealth Advisors LLC
UNCHANGED21,30221,30200%$4.3M$4.9M+$602.6K2026-10-16
Loudon Investment Management, LLC
INCREASED21,27719,082+2,195+12%$3.8M$4.9M+$1.0M2026-11-06
Barden Capital Management, Inc.
DECREASED21,26821,564-296-1%$4.3M$4.9M+$542.4K2026-10-09
Heritage Wealth Management, Inc.
INCREASED21,23620,956+280+1%$4.2M$4.8M+$656.8K2026-10-28
Genesee Capital Advisors, LLC
DECREASED21,21322,051-838-4%$4.4M$4.8M+$432.5K2026-10-20
Kennebec Savings Bank
DECREASED21,15321,436-283-1%$4.3M$4.8M+$541.8K2026-10-22
Atticus Wealth Management, LLC
INCREASED21,14117,881+3,260+18%$3.6M$4.8M+$1.3M2026-10-20
Seamount Financial Group Inc
INCREASED21,10019,176+1,924+10%$3.8M$4.8M+$981.9K2026-10-21
Discipline Wealth Solutions, LLC
DECREASED21,04221,317-275-1%$4.3M$4.8M+$540.2K2026-10-14
WealthTrust Asset Management, LLC
DECREASED20,98021,098-118-1%$4.2M$4.8M+$569.9K2026-10-22
James J. Burns & Company, LLC
DECREASED20,97821,469-491-2%$4.3M$4.8M+$495.2K2026-10-22
Wescott Financial Advisory Group, LLC
INCREASED20,96615,169+5,797+38%$3.0M$4.8M+$1.8M2026-11-09
Planned Solutions, Inc.
INCREASED20,93520,585+350+2%$4.1M$4.8M+$662.3K2026-10-19
Guardian Partners Inc.
INCREASED20,89115,728+5,163+33%$3.1M$4.8M+$1.6M2026-10-21
Curran Financial Partners, LLC
INCREASED20,88619,487+1,399+7%$3.9M$4.8M+$870.8K2026-11-04
Luts & Greenleigh Group, Inc.
DECREASED20,88521,224-339-2%$4.2M$4.8M+$523.0K2026-11-05
Gill Capital Partners, LLC
INCREASED20,87920,862+17+0%$4.2M$4.8M+$594.1K2026-10-13
Black Diamond Financial, LLC
INCREASED20,84318,715+2,128+11%$3.7M$4.8M+$1.0M2026-10-26
Lauterbach Financial Advisors, LLC
DECREASED20,82925,279-4,450-18%$5.1M$4.8M-$301.2K2026-10-21
McNaughton Wealth Management, LLC
INCREASED20,80419,967+837+4%$4.0M$4.8M+$756.0K2026-10-09
Connecticut Capital Management Group, LLC
INCREASED20,79320,177+616+3%$4.0M$4.7M+$711.5K2026-10-29
BAM Wealth Management, LLC
INCREASED20,78419,325+1,459+8%$3.9M$4.7M+$879.9K2026-10-15
Enzi Wealth
INCREASED20,78020,058+722+4%$4.2M$4.7M+$500.4K2026-10-14
Elco Management Co., LLC
DECREASED20,73831,408-10,670-34%$6.3M$4.7M-$1.5M2026-10-14
Mosley Wealth Management
INCREASED20,71419,440+1,274+7%$3.9M$4.5M+$609.9K2026-10-16
Cambridge Advisors Inc.
INCREASED20,70620,597+109+1%$4.1M$4.7M+$607.6K2026-10-19
Spring Capital Management, LLC
INCREASED20,61920,470+149+1%$4.1M$4.7M+$613.1K2026-10-09
Bell Investment Advisors, Inc
INCREASED20,59419,254+1,340+7%$3.9M$4.7M+$850.7K2026-10-29
Pacific Wealth Strategies Group, Inc.
DECREASED20,51526,285-5,770-22%$5.3M$4.7M-$574.1K2026-11-02
Petros Family Wealth, LLC
INCREASED20,48219,696+786+4%$3.9M$4.7M+$736.8K2026-10-28
Addison Capital Co
DECREASED20,47820,779-301-1%$4.2M$4.7M+$519.1K2026-11-09
Monument Capital Management
INCREASED20,47419,664+810+4%$3.9M$4.7M+$741.3K2026-10-09
Myriad Asset Management US LP
INCREASED20,46117,889+2,572+14%$3.6M$4.7M+$1.1M2026-11-03
Worth Asset Management, LLC
INCREASED20,40716,608+3,799+23%$3.3M$4.7M+$1.3M2026-10-07
Scheeler Financial LLC
NEW20,400—+20,400——$4.7M—2026-10-13
Gouws Capital LLC
INCREASED20,35018,265+2,085+11%$3.7M$4.6M+$992.9K2026-10-09
Proathlete Wealth Management LLC
INCREASED20,32915,432+4,897+32%$3.1M$4.6M+$1.6M2026-10-15
BCS Wealth Management
DECREASED20,30222,186-1,884-8%$4.4M$4.6M+$197.3K2026-11-03
First Financial Corp
DECREASED20,30020,776-476-2%$4.2M$4.6M+$479.0K2026-10-13
Kwmg, LLC
INCREASED20,26013,320+6,940+52%$2.7M$4.6M+$2.0M2026-10-07
Baer Investment Advisory LLC
INCREASED20,22520,051+174+1%$4.0M$4.6M+$657.3K2026-10-13
Red Mountain Financial, LLC
DECREASED20,20320,392-189-1%$4.1M$4.6M+$533.6K2026-11-03
Factor Wealth Management LTD
DECREASED20,13326,140-6,007-23%$5.2M$4.6M-$632.4K2026-10-08
Financial Council, LLC
UNCHANGED20,09920,09900%$4.0M$4.6M+$568.6K2026-11-02
Lee Financial Co
INCREASED20,08919,153+936+5%$3.8M$4.6M+$757.9K2026-10-16
Hoge Financial Services, LLC
INCREASED20,06919,315+754+4%$3.9M$4.6M+$718.6K2026-11-05
TBH Global Asset Management, LLC
DECREASED20,00921,019-1,010-5%$4.2M$4.6M+$363.8K2026-11-03
Uhlmann Price Securities, LLC
INCREASED19,98419,730+254+1%$3.9M$4.6M+$616.2K2026-11-03
Intelligence Driven Advisers, LLC
INCREASED19,97818,575+1,403+8%$3.7M$4.6M+$845.9K2026-10-09
Downshift Financial, LLC
INCREASED19,95812,875+7,083+55%$2.6M$4.6M+$2.0M2026-10-13
J. Team Financial, Inc.
INCREASED19,93818,474+1,464+8%$3.7M$4.6M+$856.8K2026-11-03
Arkfeld Wealth Strategies, L.L.C.
DECREASED19,90620,148-242-1%$3.9M$4.7M+$787.1K2026-10-19
Elevation Wealth Partners, LLC
INCREASED19,88419,767+117+1%$4.0M$4.5M+$585.9K2026-10-07
Yelin Lapidot Holdings Management Ltd.
INCREASED19,88215,054+4,828+32%$3.0M$4.5M+$1.5M2026-10-26
Nova Financial LLC
NEW19,851—+19,851——$4.5M—2026-11-04
Aurora Private Wealth, Inc.
INCREASED19,84719,830+17+0%$4.0M$4.5K-$4.0M2026-10-20
Prospera Capital Management, LLC
INCREASED19,84319,443+400+2%$3.8M$4.5M+$729.7K2026-10-19
Crumly & Associates Inc.
INCREASED19,81412,988+6,826+53%$2.6M$4.5M+$1.9M2026-10-07
Cornerstone National Bank & Trust Co
INCREASED19,78716,312+3,475+21%$3.2M$4.6M+$1.3M2026-10-20
B.O.S.S. Retirement Advisors, LLC
DECREASED19,77534,840-15,065-43%$7.0M$4.5M-$2.5M2026-10-26
Selective Wealth Management, Inc.
INCREASED19,67914,459+5,220+36%$2.9M$4.3M+$1.3M2026-10-16
PVG Asset Management Corp
INCREASED19,61319,139+474+2%$3.8M$4.5M+$649.7K2026-10-19
Cherrydale Wealth Management, LLC
INCREASED19,61319,527+86+0%$3.9M$4.5M+$571.4K2026-10-20
Bluedoor Private Wealth, LLC
INCREASED19,59919,424+175+1%$3.9M$4.5M+$589.5K2026-11-05
Foundry Financial LLC
INCREASED19,59617,831+1,765+10%$3.6M$4.5M+$907.6K2026-10-16
Channing Global Advisors, LLC
NEW19,510—+19,510——$4.5M—2026-11-03
Curbstone Financial Management Corp
DECREASED19,50019,800-300-2%$4.0M$4.5M+$491.6K2026-10-21
Burns Matteson Capital Management, LLC
DECREASED19,47221,112-1,640-8%$4.2M$4.4M+$222.7K2026-10-16
Summit Financial Wealth Advisors, LLC
INCREASED19,46518,391+1,074+6%$3.7M$4.4M+$765.5K2026-10-15
Kurv Investment Management LLC
INCREASED19,44817,852+1,596+9%$3.6M$4.4M+$869.5K2026-10-28
Summit Wealth Group, LLC
INCREASED19,43518,565+870+5%$3.7M$4.4M+$723.9K2026-11-09
T3 Companies, LLC
INCREASED19,4092,889+16,520+572%$578.1K$4.4M+$3.9M2026-10-22
Frederick Financial Consultants, LLC
INCREASED19,40118,662+739+4%$3.7M$4.4M+$696.7K2026-10-29
Wellington Shields & Co., LLC
DECREASED19,40070,423-51,023-72%$14.1M$4.4M-$9.7M2026-11-03
Wellington Shields Capital Management, LLC
DECREASED19,40041,041-21,641-53%$8.2M$4.4M-$3.8M2026-11-03
Capital Management Associates
UNCHANGED19,40019,40000%$3.9M$4.4M+$548.8K2026-11-03
Peak Financial Management, Inc.
DECREASED19,38820,723-1,335-6%$4.1M$4.4M+$281.4K2026-10-16
Transcendent Capital Group LLC
INCREASED19,37519,162+213+1%$3.8M$4.4M+$590.8K2026-10-28
SFM, LLC d/b/a Sweeney Financial Advisors
DECREASED19,34524,743-5,398-22%$5.0M$4.4M-$532.8K2026-10-14
Midland Wealth Advisors, LLC
INCREASED19,29416,954+2,340+14%$3.4M$4.4M+$1.0M2026-10-26
Instrumental Wealth, LLC
INCREASED19,23218,336+896+5%$3.7M$4.4M+$723.4K2026-10-20
Stonekeep Investments, LLC
INCREASED19,22618,943+283+1%$3.8K$4.4M+$4.4M2026-10-15
BXM Wealth LLC
INCREASED19,21118,869+342+2%$3.8M$4.4M+$611.9K2026-11-03
Marion Wealth Management
INCREASED19,20819,035+173+1%$3.8M$4.4M+$577.9K2026-10-22
Challenger Wealth Management
DECREASED19,20420,481-1,277-6%$4.1M$4.4M+$287.6K2026-10-30
Platt Wealth Management LLC
DECREASED19,13922,426-3,287-15%$4.5M$4.4K-$4.5M2026-11-04
Pacifica Partners Inc.
INCREASED19,11218,690+422+2%$3.6M$4.4M+$778.5K2026-10-09
Advisory Resource Group
INCREASED19,09219,023+69+0%$3.8M$4.4M+$554.0K2026-10-26
Mayfair Advisory Group, LLC
DECREASED19,06319,116-530%$4.0M$4.4M+$399.6K2026-10-20
Deuterium Capital Management, LLC
UNCHANGED18,99018,99000%$3.8M$4.3M+$537.2K2026-11-04
Clear Trail Advisors, LLC
INCREASED18,98711,878+7,109+60%$2.4M$4.3M+$2.0M2026-10-20
Washburn Capital Management, Inc.
DECREASED18,97520,974-1,999-10%$4.2M$4.3M+$137.0K2026-10-19
Laraway Financial Advisors Inc
DECREASED18,97220,272-1,300-6%$4.1M$4.3M+$276.6K2026-11-09
WBH Advisory Inc
INCREASED18,92718,413+514+3%$3.7M$4.3M+$638.3K2026-11-05
Cape ANN Savings Bank
DECREASED18,89219,402-510-3%$3.9M$4.3M+$432.4K2026-11-09
Global Strategic Investment Solutions, LLC
INCREASED18,88918,413+476+3%$3.7M$4.3M+$629.6K2026-10-16
Lighthouse Financial Services Inc
INCREASED18,85915,154+3,705+24%$3.0M$4.3M+$1.3M2026-11-02
Guardian Capital, LLC
DECREASED18,82923,348-4,519-19%$4.7M$4.3M-$371.7K2026-11-06
Rezny Wealth Management, Inc.
INCREASED18,82918,400+429+2%$3.7M$4.3M+$618.5K2026-10-15
Smith Shellnut Wilson LLC
DECREASED18,79919,364-565-3%$3.9M$4.3M+$418.8K2026-10-21
Putney Financial Group LLC
DECREASED18,77019,080-310-2%$3.8M$4.3M+$469.0K2026-10-30
Three Magnolias Financial Advisors, LLC
DECREASED18,72925,675-6,946-27%$5.1M$4.3M-$860.0K2026-10-14
LightSquare Wealth Management, LLC
DECREASED18,66918,695-260%$3.7M$4.3M+$523.0K2026-11-03
Commonwealth Retirement Investments LLC
INCREASED18,65616,830+1,826+11%$3.4M$4.3M+$893.1K2026-10-26
Noble Wealth Management PBC
INCREASED18,60918,516+93+1%$3.7M$4.2M+$545.0K2026-10-01
Terra Nova Asset Management LLC
DECREASED18,59719,226-629-3%$3.8M$4.2M+$400.2K2026-10-13
Milestone Asset Management Group, LLC
INCREASED18,57218,505+67+0%$3.7M$4.2M+$538.8K2026-10-20
4Wealth Advisors, Inc.
DECREASED18,55920,031-1,472-7%$3.9M$4.2M+$311.6K2026-10-13
Cogent Private Wealth, Inc.
INCREASED18,49818,428+70+0%$3.7M$4.2M+$537.3K2026-11-06
Signature Wealth Management Partners, LLC
INCREASED18,47818,051+427+2%$3.6M$4.2M+$608.1K2026-10-21
Wisconsin Wealth Advisors, LLC
INCREASED18,40118,393+8+0%$3.7M$4.2M+$522.3K2026-10-08
WPG Advisers, LLC
INCREASED18,39418,040+354+2%$3.6M$4.2M+$591.2K2026-10-27
Montz Harcus Wealth Management LLC
DECREASED18,38118,560-179-1%$3.7M$4.2M+$484.2K2026-10-09
ERn Financial, LLC
INCREASED18,36617,872+494+3%$3.6M$4.2M+$618.6K2026-10-28
Genesis Private Wealth, LLC
INCREASED18,34718,105+242+1%$3.6M$4.2M+$567.5K2026-11-02
Machina Capital S.A.S.
DECREASED18,34525,685-7,340-29%$5.1M$4.2M-$949.7K2026-11-05
CLG LLC
DECREASED18,30418,360-560%$3.7M$4.2M+$506.6K2026-10-13
HT Partners LLC
DECREASED18,25618,270-140%$3.7M$4.2M+$513.7K2026-10-20
Hilton Head Capital Partners, LLC
DECREASED18,24819,104-856-4%$3.8M$4.2M+$345.0K2026-10-23
Dagco, Inc.
DECREASED18,21818,258-400%$3.7M$4.2M+$507.4K2026-10-20
Precedent Wealth Partners, LLC
INCREASED18,21112,823+5,388+42%$2.6M$4.2M+$1.6M2026-10-21
Jones Kertz & Associates, Inc.
UNCHANGED18,21118,21100%$3.6M$4.2M+$515.2K2026-10-28
Payne Capital Management, LLC
DECREASED18,18618,260-740%$3.7M$4.2M+$501.0K2026-11-09
N.E.W. Advisory Services LLC
DECREASED18,17418,292-118-1%$3.7M$4.2M+$490.4K2026-11-09
Point Windward Advisors Inc.
DECREASED18,14418,251-107-1%$3.7M$4.1M+$491.9K2026-11-06
Park Edge Advisors, LLC
INCREASED18,12816,457+1,671+10%$3.3M$4.1M+$847.0K2026-10-28
Tandem Capital Management Corp
INCREASED18,11816,055+2,063+13%$3.2M$4.1M+$925.3K2026-10-22
IMZ Advisory Inc
DECREASED18,06118,066-50%$3.6M$4.1M+$509.9K2026-11-03
Heritage Wealth Advisors
DECREASED18,05518,444-389-2%$3.7M$4.1M+$433.2K2026-11-09
Quantum Financial Partners LLC
INCREASED18,02415,883+2,141+13%$3.2M$4.1M+$938.3K2026-10-19
Poehling Capital Management, Inc.
INCREASED17,99417,969+25+0%$3.6M$4.1M+$514.1K2026-10-20
Excalibur Management Corp
INCREASED17,97217,908+64+0%$3.6M$4.1M+$521.2K2026-11-02
Meredith Wealth Planning
DECREASED17,94718,873-926-5%$3.8M$4.1M+$322.3K2026-10-14
Corundum Group, Inc.
INCREASED17,94117,476+465+3%$3.5M$4.1M+$600.6K2026-10-28
Brooklyn FI, LLC
INCREASED17,9274,709+13,218+281%$998.5K$3.6M+$2.6M2026-11-05
Kachkovsky & Fisher, Inc.
DECREASED17,84717,851-40%$3.6M$4.1M+$504.1K2026-10-21
Chung Wu Investment Group, LLC
INCREASED17,83117,171+660+4%$3.4M$4.1M+$636.5K2026-11-03
CPC Advisors, LLC
INCREASED17,81911,245+6,574+58%$2.2M$4.1M+$1.8M2026-10-21
Schorn Wealth LLC
DECREASED17,75717,847-900%$3.6M$4.1M+$484.3K2026-10-14
Archvest Wealth Advisors, Inc.
INCREASED17,71215,733+1,979+13%$3.1M$4.0M+$897.1K2026-10-29
Planning Strategies Inc.
INCREASED17,70617,596+110+1%$3.5M$4.0M+$522.8K2026-10-02
Collar Capital Management, LLC
DECREASED17,70417,765-610%$3.6M$4.0M+$488.6K2026-10-28
Verity Asset Management, Inc.
INCREASED17,68316,667+1,016+6%$3.3M$4.0M+$703.5K2026-10-30
Bdfs Capital LLC
INCREASED17,67717,610+67+0%$3.5M$4.0M+$518.0K2026-10-14
Hutchens & Kramer Investment Management Group, LLC
INCREASED17,66617,489+177+1%$3.5M$4.0M+$535.2K2026-10-16
Foresight Capital Management Advisors, Inc.
DECREASED17,65817,897-239-1%$3.6M$4.0M+$451.7K2026-10-27
Triangle Securities Wealth Management
DECREASED17,62817,668-400%$3.5M$4.0M+$490.7K2026-10-14
Mowery & Schoenfeld Wealth Management, LLC
DECREASED17,62018,984-1,364-7%$3.8M$4.0M+$225.5K2026-10-28
Prentice Wealth Management LLC
INCREASED17,60116,561+1,040+6%$3.3M$4.0M+$706.0K2026-10-20
Comprehensive Financial Consultants Institutional, Inc.
DECREASED17,59118,236-645-4%$3.6M$4.0M+$387.3K2026-10-15
Kaufman Rossin Wealth, LLC
INCREASED17,55312,021+5,532+46%$2.4M$4.0M+$1.6M2026-10-19
Cornerstone Capital, Inc.
INCREASED17,52617,022+504+3%$3.4M$4.0M+$596.9K2026-11-10
Granville Capital, Inc.
INCREASED17,51215,935+1,577+10%$3.2M$4.0M+$811.0K2026-11-05
Ballast Rock Private Wealth LLC
INCREASED17,50017,161+339+2%$3.4M$4.0M+$567.2K2026-10-26
Kingdom Financial Group Llc.
DECREASED17,46419,638-2,174-11%$3.9M$4.0M+$59.1K2026-11-04
Pettee Investors, Inc.
INCREASED17,45017,310+140+1%$3.5M$4.0M+$521.7K2026-11-09
Entrewealth, LLC
INCREASED17,42815,368+2,060+13%$3.4M$4.0M+$614.8K2026-10-14
Plan Group Financial, LLC
INCREASED17,41815,121+2,297+15%$3.0M$3.8M+$745.0K2026-10-22
Beacon Financial Planning, Inc
INCREASED17,34716,582+765+5%$3.3M$4.0M+$643.8K2026-11-04
Dale Q Rice Investment Management Ltd
INCREASED17,33717,298+39+0%$3.5M$4.0M+$498.3K2026-10-09
GHP Investment Advisors, Inc.
DECREASED17,31018,147-837-5%$3.6M$4.0M+$322.2K2026-10-15
Flavin Financial Services, Inc.
INCREASED17,30616,717+589+4%$3.3M$4.0M+$607.4K2026-10-21
Legacy Financial Group, Inc.
INCREASED17,27015,931+1,339+8%$3.2M$3.9M+$756.5K2026-10-21
Benedict Financial Advisors Inc
INCREASED17,26217,255+7+0%$3.5M$3.9M+$489.7K2026-10-07
Del-Sette Capital Management, LLC
DECREASED17,25517,324-690%$3.5M$3.9M+$474.3K2026-10-23
Providence First Trust Co
DECREASED17,23818,022-784-4%$3.6M$3.9M+$330.8K2026-11-02
Violich Capital Management, Inc.
INCREASED17,23011,130+6,100+55%$2.2M$3.9M+$1.7M2026-10-05
GLR Partners, LLC
INCREASED17,22917,010+219+1%$3.4M$3.9M+$531.2K2026-11-04
LongView Wealth Management
DECREASED17,17917,767-588-3%$3.6M$3.9M+$368.4K2026-10-19
Variant Private Wealth, LLC
INCREASED17,16815,574+1,594+10%$3.1M$3.9M+$804.7K2026-10-21
Pacific Center for Financial Services
INCREASED17,16816,993+175+1%$3.4M$3.9M+$520.7K2026-10-15
Kelleher Financial Advisors
DECREASED17,15342,923-25,770-60%$8.6M$3.9M-$4.7M2026-10-30
Torrey Growth & Income Advisors
DECREASED17,12117,429-308-2%$3.5M$3.9M+$483.2K2026-11-04
Creative Capital Management Investments LLC
INCREASED17,10916,610+499+3%$3.3M$3.9M+$583.9K2026-10-28
Berkshire Money Management, Inc.
INCREASED17,10117,092+9+0%$3.4M$3.9M+$485.6K2026-10-21
Burford Brothers, Inc.
INCREASED17,09813,047+4,051+31%$2.6M$3.9M+$1.3M2026-10-21
Optivise Advisory Services LLC
INCREASED17,08116,707+374+2%$3.3M$3.9M+$557.9K2026-10-19
Iron Financial LLC
DECREASED17,04918,347-1,298-7%$3.7M$3.9M+$222.6K2026-10-23
Midwest Financial Partners Investments, Inc.
DECREASED17,04917,065-160%$3.4M$3.9M+$479.1K2026-10-08
Johnson Bixby & Associates, LLC
INCREASED17,0179,349+7,668+82%$1.9M$3.9M+$2.0M2026-10-14
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED16,95315,800+1,153+7%$3.2M$3.9M+$710.4K2026-10-28
Torrey-Payne Wealth Management, LLC
UNCHANGED16,92016,92000%$3.4M$3.9M+$478.7K2026-11-09
MBM Wealth Consultants, LLC
INCREASED16,91316,242+671+4%$3.2M$3.9M+$612.7K2026-10-20
Avondale Wealth Management
DECREASED16,90418,204-1,300-7%$3.6M$3.9M+$218.1K2026-10-15
Brendel Financial Advisors LLC
DECREASED16,89622,873-5,977-26%$4.6M$3.9M-$717.9K2026-11-09
Cape Investment Advisory, Inc.
INCREASED16,86416,354+510+3%$3.3M$3.9M+$579.1K2026-10-13
Willis Johnson Wealth, Inc.
INCREASED16,85716,549+308+2%$3.3M$3.8M+$538.5K2026-11-03
Bellwether Advisors, LLC
INCREASED16,8315,293+11,538+218%$1.1M$3.8M+$2.8M2026-11-09
Eddie Patel Inc
DECREASED16,76817,930-1,162-6%$3.6M$3.8M+$241.9K2026-11-02
Lord & Richards Wealth Management, LLC
INCREASED16,75913,307+3,452+26%$2.7M$3.8M+$1.2M2026-10-14
Massachusetts Wealth Management
DECREASED16,75719,172-2,415-13%$3.8M$3.8M-$9.2K2026-10-21
Tributary Capital Management, LLC
DECREASED16,74317,843-1,100-6%$3.6M$3.8M+$253.6K2026-10-28
Winter & Associates, Inc.
DECREASED16,73817,603-865-5%$3.5M$3.6M+$101.0K2026-10-23
Roof Eidam Maycock Peralta, LLC
DECREASED16,72318,827-2,104-11%$3.8M$3.8M+$52.1K2026-10-15
Elite Life Management LLC
INCREASED16,71016,377+333+2%$3.6M$3.0M-$555.6K2026-11-06
St. Louis Financial Planners Asset Management, LLC
INCREASED16,66816,341+327+2%$3.2M$3.5M+$352.7K2026-10-16
Financial Insights, Inc.
DECREASED16,66216,681-190%$3.3M$3.8M+$467.6K2026-10-27
Sageworth Trust Co
INCREASED16,65715,844+813+5%$3.2M$3.8M+$633.9K2026-10-30
New England Research & Management, Inc.
INCREASED16,6379,327+7,310+78%$1.9M$3.8M+$1.9M2026-10-16
jvl associates llc
INCREASED16,61515,918+697+4%$3.2M$3.8M+$609.5K2026-10-09
Kessler Investment Group, LLC
NEW16,568—+16,568——$3.8M—2026-10-08
ARQ Wealth Advisors, LLC
INCREASED16,5529,388+7,164+76%$2.0M$3.8M+$1.8M2026-10-29
Baring Financial LLC
INCREASED16,50616,075+431+3%$3.2M$3.8M+$553.2K2026-10-07
Impala Asset Management LLC
NEW16,500—+16,500——$3.8M—2026-11-09
Staley Capital Advisers Inc
DECREASED16,49116,886-395-2%$3.4M$3.8M+$387.5K2026-11-06
Gilman Hill Asset Management, LLC
DECREASED16,46926,926-10,457-39%$5.4M$3.8M-$1.6M2026-10-13
BKM Wealth Management, LLC
INCREASED16,4646,057+10,407+172%$1.2M$3.8M+$2.5M2026-10-22
Warburton Capital Management, LLC
INCREASED16,44615,148+1,298+9%$3.0M$3.4M+$368.3K2026-11-06
Fortress Financial Solutions, LLC
NEW16,400—+16,400——$3.7M—2026-10-14
Deroy & Devereaux Private Investment Counsel Inc
INCREASED16,3929,030+7,362+82%$1.8M$3.7K-$1.8M2026-10-26
Bangor Savings Bank
DECREASED16,39217,217-825-5%$3.4M$3.7M+$298.7K2026-10-06
Riverwater Partners LLC
INCREASED16,36915,025+1,344+9%$3.0M$3.7M+$732.0K2026-11-03
Broadway Wealth Solutions, Inc.
DECREASED16,36719,835-3,468-17%$4.0M$3.7M-$230.7K2026-10-21
Retirement Guys Formula LLC
INCREASED16,33116,264+67+0%$3.3M$3.7M+$475.4K2026-10-26
Union Savings Bank
DECREASED16,30917,142-833-5%$3.4M$3.7M+$294.7K2026-10-14
Renasant Bank
INCREASED16,27815,336+942+6%$3.1M$3.7M+$649.0K2026-11-05
W Advisors, LLC
INCREASED16,25115,063+1,188+8%$3.0M$3.7M+$697.5K2026-11-02
Family Legacy Financial Solutions, LLC
INCREASED16,22915,170+1,059+7%$3.0M$3.7M+$671.1K2026-10-07
Essex Investment Management Co LLC
NEW16,210—+16,210——$3.7M—2026-10-19
Acorn Creek Capital LLC
DECREASED16,21016,339-129-1%$3.3M$3.7M+$432.8K2026-11-05
Eagle Wealth Strategies LLC
INCREASED16,20315,809+394+2%$3.2M$3.7M+$537.2K2026-10-20
Tenet Wealth Partners, LLC
DECREASED16,19816,330-132-1%$3.2M$3.7M+$490.3K2026-10-19
Cooper Investors PTY LTD
DECREASED16,19724,938-8,741-35%$5.0M$3.7M-$1.3M2026-10-13
Accelerate Investment Advisors LLC
DECREASED16,14817,372-1,224-7%$3.5M$3.7M+$211.9K2026-11-02
Vectors Research Management, LLC
DECREASED16,14019,729-3,589-18%$3.9M$3.7M-$261.6K2026-11-09
Peak Financial Advisors LLC
DECREASED16,09216,390-298-2%$3.3M$3.7M+$395.6K2026-10-28
Vivid Wealth Management, LLC
DECREASED16,08116,198-117-1%$3.2M$3.7M+$431.5K2026-10-27
Kentucky Trust Co
DECREASED16,06617,081-1,015-6%$3.4M$3.7M+$251.4K2026-10-15
Guided Capital Wealth Management, LLC
INCREASED16,05915,252+807+5%$3.1M$3.7M+$615.8K2026-10-21
Cooper Capital Advisors LLC
DECREASED16,02216,490-468-3%$3.3M$3.7M+$359.6K2026-10-29
Tectonic Advisors LLC
INCREASED16,0061,591+14,415+906%$318.3K$3.7M+$3.3M2026-10-22
Baxter Bros Inc
INCREASED15,99115,307+684+4%$3.1M$3.7M+$589.2K2026-11-04
Rhodes Investment Advisors Inc
INCREASED15,97115,053+918+6%$3.0M$3.6M+$635.5K2026-10-07
Richmond Investment Services, LLC
INCREASED15,94515,046+899+6%$3.0M$3.6M+$631.0K2026-10-29
waypoint wealth counsel
INCREASED15,90213,995+1,907+14%$2.8M$3.6M+$831.4K2026-10-22
Emerald Advisors, LLC
DECREASED15,88616,083-197-1%$3.2M$3.6M+$410.1K2026-10-13
Smith Chas P & Associates PA Cpas
INCREASED15,87015,060+810+5%$3.0M$3.4M+$384.8K2026-10-22
Baugh & Associates, LLC
INCREASED15,82213,932+1,890+14%$2.8M$3.1M+$303.0K2026-10-16
ACT Advisors, Llc.
INCREASED15,81314,059+1,754+12%$2.8M$3.6M+$798.3K2026-10-15
DE Burlo Group Inc
DECREASED15,81053,835-38,025-71%$10.8M$3.6M-$7.2M2026-11-05
Stone Wealth Partners
INCREASED15,7558,154+7,601+93%$1.6M$3.6M+$2.0M2026-11-05
Puff Wealth Management, LLC
DECREASED15,74015,952-212-1%$3.2M$3.6M+$402.8K2026-10-07
Steinberganna Wealth Management
DECREASED15,73921,112-5,373-25%$4.2M$3.6M-$629.9K2026-10-23
Moisand Fitzgerald Tamayo, LLC
INCREASED15,72615,095+631+4%$3.0M$3.6M+$571.2K2026-10-15
Wiser Wealth Management, Inc
INCREASED15,69614,029+1,667+12%$2.8M$3.6M+$777.6K2026-10-14
Chemistry Wealth Management LLC
DECREASED15,67217,401-1,729-10%$3.5M$3.6M+$97.5K2026-10-16
Harrington Investments, Inc
INCREASED15,66514,810+855+6%$3.0M$3.6M+$614.2K2026-10-14
Carmel Capital Partners, LLC
INCREASED15,66414,775+889+6%$3.0M$3.6M+$621.1K2026-11-03
Scissortail Wealth Management, LLC
INCREASED15,66212,042+3,620+30%$2.4M$3.6M+$1.2M2026-11-03
Investmark Advisory Group LLC
DECREASED15,64616,142-496-3%$3.2M$3.6M+$343.4K2026-10-27
Gaddis Premier Wealth Advisors LLC
INCREASED15,62115,453+168+1%$3.1M$3.6M+$475.5K2026-10-29
A&I Financial Services, LLC
INCREASED15,61415,564+50+0%$3.1M$3.6M+$451.7K2026-10-15
Palisade Asset Management, LLC
INCREASED15,61115,581+30+0%$3.1M$3.6M+$447.6K2026-11-03
Dickmeyer Boyce Financial Management, Inc.
INCREASED15,60815,573+35+0%$3.1M$3.6M+$448.5K2026-10-08
Wharton Business Group, LLC
UNCHANGED15,60615,60600%$3.1M$3.6M+$441.5K2026-11-09
Lawood & Co
DECREASED15,58815,708-120-1%$3.1M$3.6M+$417.0K2026-10-09
Pavion Blue Capital, LLC
UNCHANGED15,58015,58000%$3.1M$3.6M+$440.8K2026-11-05
Richard Young Associates, Ltd.
DECREASED15,57017,392-1,822-10%$3.5M$3.6M+$75.9K2026-11-03
Smallwood Wealth Investment Management, LLC
INCREASED15,56613,744+1,822+13%$2.8M$3.6M+$804.9K2026-10-30
Capital Wealth Alliance, LLC
INCREASED15,5338,149+7,384+91%$1.6M$3.5M+$1.9M2026-10-20
KFA Private Wealth Group, LLC
DECREASED15,53016,137-607-4%$3.2M$3.5M+$317.9K2026-10-07
Thayer Partners, LLC / MA
INCREASED15,51914,925+594+4%$3.0M$3.5M+$557.9K2026-11-06
Malaga Cove Capital, LLC
DECREASED15,51516,947-1,432-8%$3.4M$3.5M+$152.4K2026-10-23
Hunter Associates Investment Management LLC
INCREASED15,50014,651+849+6%$2.9M$3.5K-$2.9M2026-10-26
Cross Staff Investments Inc
DECREASED15,48415,529-450%$3.1M$3.5M+$429.0K2026-10-22
Connective Portfolio Management, LLC
INCREASED15,47511,475+4,000+35%$2.3M$3.5M+$1.2M2026-10-22
Canandaigua National Trust Co of Florida
NEW15,469—+15,469——$3.5M—2026-10-07
Ridgewood Investments LLC
INCREASED15,46414,676+788+5%$2.9M$3.5M+$595.1K2026-10-05
Pictet Bank & Trust Ltd
INCREASED15,44214,084+1,358+10%$2.8M$3.5M+$708.6K2026-10-21
Allegheny Financial Group
DECREASED15,43116,255-824-5%$3.3M$3.5M+$271.6K2026-11-05
MPS Loria Financial Planners, LLC
INCREASED15,37514,815+560+4%$3.0M$3.5M+$547.4K2026-10-14
Armstrong Henry H Associates Inc
UNCHANGED15,37215,37200%$3.1M$3.5M+$434.9K2026-10-07
Spectrum Planning & Advisory Services Inc.
INCREASED15,3575,824+9,533+164%$1.2M$3.5M+$2.3M2026-11-05
Financial Solutions Advisory Group, Inc.
INCREASED15,33613,881+1,455+10%$2.8M$3.3M+$469.0K2026-10-28
Solstein Capital, LLC
UNCHANGED15,29315,29300%$3.1M$3.5M+$432.6K2026-11-02
Mcdaniel Terry & Co
INCREASED15,27215,239+33+0%$3.0M$3.5M+$438.6K2026-11-05
JW Asset Management, LLC
UNCHANGED15,25015,25000%$3.1M$3.5M+$431.4K2026-11-06
RFG - Bristol Wealth Advisors, LLC
INCREASED15,24815,002+246+2%$3.0M$3.5M+$480.6K2026-10-09
Headland Capital, LLC
INCREASED15,23515,183+52+0%$3.0M$3.5M+$441.5K2026-11-06
Vigilare Wealth Management
DECREASED15,22717,594-2,367-13%$3.5M$3.5M-$42.6K2026-10-29
Shelton Wealth Management, LLC
INCREASED15,19115,004+187+1%$3.0M$3.5M+$467.2K2026-10-16
Capital Squared Financial LLC
DECREASED15,15015,265-115-1%$3.1M$3.5M+$405.6K2026-10-30
Hardworking Capital Advisors, LLC
INCREASED15,1375,703+9,434+165%$1.1M$3.5M+$2.3M2026-10-20
Avalon Capital Management
INCREASED15,13013,837+1,293+9%$2.8M$3.5M+$686.7K2026-11-04
Blue Capital, Inc.
INCREASED15,09511,615+3,480+30%$2.3M$3.4M+$1.1M2026-10-13
Essential Investment Partners LLC
INCREASED15,09314,259+834+6%$2.9M$3.4M+$593.9K2026-10-27
Lincoln Capital Corp
DECREASED15,04115,062-210%$3.0M$3.4M+$421.2K2026-10-13
Blue Bell Private Wealth Management, LLC
INCREASED15,00913,756+1,253+9%$2.8M$3.4M+$675.4K2026-10-29
St. Louis Trust Co
UNCHANGED15,00215,00200%$510.0K$3.4M+$2.9M2026-11-03
Hickory Point Bank & Trust
DECREASED14,98215,697-715-5%$3.1M$3.4M+$280.8K2026-10-01
Morangie Management LLC
INCREASED14,96814,902+66+0%$3.0M$3.4M+$440.2K2026-10-15
Bannerman Wealth Management Group, LLC
DECREASED14,90214,949-470%$3.0M$3.4M+$412.2K2026-10-09
HF Advisory Group, LLC
DECREASED14,90115,080-179-1%$3.0M$3.4M+$385.7K2026-10-09
Box Hill Private Wealth LLC
DECREASED14,90015,226-326-2%$3.0M$3.4M+$356.1K2026-10-05
General Partner, Inc.
UNCHANGED14,87114,87100%$3.0M$3.4M+$420.7K2026-10-05
Lane Brothers & Co Inc
DECREASED14,86818,606-3,738-20%$3.7M$3.4M-$327.3K2026-11-02
Langley Wealth Management, LLC
DECREASED14,84117,198-2,357-14%$3.4M$3.4M-$51.8K2026-11-04
Juncture Wealth Strategies, LLC
INCREASED14,80614,413+393+3%$2.9M$3.4M+$497.5K2026-10-06
Centerpoint Advisors, LLC
INCREASED14,78311,637+3,146+27%$2.3M$3.4K-$2.3M2026-11-05
Fonville Wealth Management LLC
INCREASED14,78114,345+436+3%$2.9M$3.4M+$505.9K2026-10-28
Cheviot Value Management, LLC
INCREASED14,77214,096+676+5%$2.8M$3.4M+$553.0K2026-11-09
Melfa Wealth Management, Inc.
INCREASED14,70012,828+1,872+15%$2.6M$3.4M+$790.5K2026-11-06
Mach-1 Financial Group, LLC
DECREASED14,67815,410-732-5%$3.1M$3.4M+$268.8K2026-11-06
Cannon Capital Management, Inc.
INCREASED14,66114,021+640+5%$2.8M$3.3M+$542.9K2026-11-03
Acorn Financial Advisory Services Inc
INCREASED14,65313,323+1,330+10%$2.7M$3.3M+$680.9K2026-11-02
Colony Family Offices, LLC
UNCHANGED14,62714,62700%$2.9M$3.3M+$417.5K2026-10-22
Sacks & Associates, LLC
DECREASED14,57015,675-1,105-7%$3.1M$3.3M+$180.7K2026-10-09
Greatmark Investment Partners, Inc.
INCREASED14,55713,932+625+4%$2.8M$3.3M+$536.9K2026-10-28
Noesis Capital Mangement Corp
DECREASED14,54115,685-1,144-7%$3.1M$3.3M+$182.5K2026-10-26
NBZ Investment Advisors LLC
DECREASED14,52514,934-409-3%$3.0M$3.3M+$329.1K2026-10-30
Capstone Wealth Management, LLC
INCREASED14,50313,892+611+4%$2.8M$3.3M+$532.5K2026-11-02
denkapparat Operations GmbH
INCREASED14,50212,134+2,368+20%$2.4M$3.3M+$884.1K2026-11-09
Shuttleworth & Co
DECREASED14,48114,806-325-2%$3.0M$3.3M+$344.6K2026-10-30
Alpha Zero LLC
INCREASED14,46812,448+2,020+16%$2.6M$3.3M+$722.4K2026-11-06
Tidemark, LLC
INCREASED14,46413,335+1,129+8%$2.7M$3.3M+$635.1K2026-11-09
UMB Private Wealth Management, LLC
NEW14,366—+14,366——$3.3M—2026-10-19
Orca Wealth Management, LLC
INCREASED14,33114,148+183+1%$2.8M$3.3M+$442.0K2026-10-14
Advisortrust Partners, LLC
DECREASED14,30114,352-510%$2.9M$3.3M+$394.4K2026-11-02
Northern Lights Advisors, Inc.
DECREASED14,29514,389-94-1%$2.9M$3.3M+$385.6K2026-10-21
Eagle Bay Advisors LLC
INCREASED14,27112,639+1,632+13%$2.5M$3.3M+$733.8K2026-10-16
Peck Wealth Management, LLC
DECREASED14,23114,531-300-2%$2.9M$3.3M+$342.6K2026-10-29
United Community Bank
INCREASED14,19113,860+331+2%$2.8M$3.2M+$467.7K2026-10-28
Portus Wealth Advisors, LLC
DECREASED14,14814,207-590%$2.8M$3.2M+$388.4K2026-10-13
MMA Asset Management LLC
DECREASED14,12814,643-515-4%$2.9M$3.2M+$296.6K2026-11-02
Axiom Investment Management LLC
DECREASED14,10714,293-186-1%$2.9M$3.2M+$361.9K2026-11-03
Capital Advantage, Inc.
DECREASED14,09714,401-304-2%$2.9M$3.2M+$337.9K2026-10-14
Sierra Ocean, LLC
INCREASED14,07613,859+217+2%$2.8M$3.2M+$441.6K2026-11-03
Wagner Wealth Management, LLC
DECREASED14,01714,339-322-2%$2.9M$3.2M+$332.1K2026-10-21
Power Wealth Management LLC
INCREASED14,00413,341+663+5%$2.7M$3.2M+$528.8K2026-10-27
Cora Capital Advisors LLC
DECREASED13,96914,499-530-4%$2.9M$3.2M+$289.1K2026-11-02
Rede Wealth, LLC
DECREASED13,94814,035-87-1%$2.8M$3.2M+$377.2K2026-10-22
Timothy G. Youngquist 2020 Irrevocable Trust
UNCHANGED13,93213,93200%$2.8M$3.2M+$394.1K2026-10-13
Birch Financial Group, LLC
INCREASED13,93010,911+3,019+28%$2.2M$3.2M+$998.1K2026-10-27
Expressive Wealth LLC
DECREASED13,91813,974-560%$2.8M$3.2M+$382.5K2026-11-09
Marathon Capital Management
INCREASED13,91111,415+2,496+22%$2.3M$3.2M+$893.1K2026-10-23
Vista Finance, LLC
INCREASED13,8941,799+12,095+672%$359.9K$3.2M+$2.8M2026-10-23
Salomon & Ludwin, LLC
DECREASED13,86413,938-74-1%$2.8M$3.2M+$412.4K2026-10-29
TSA Wealth Managment LLC
INCREASED13,85912,192+1,667+14%$2.4M$3.2M+$725.6K2026-10-22
Glass Jacobson Investment Advisors llc
DECREASED13,83413,902-680%$2.8M$3.2M+$377.9K2026-10-26
Oder Investment Management, LLC
DECREASED13,83113,901-700%$2.8M$3.2M+$377.3K2026-11-09
Argos Wealth Advisors, LLC
DECREASED13,82413,874-500%$2.8M$3.2M+$381.1K2026-11-02
Summit Financial Strategies, Inc.
INCREASED13,81412,703+1,111+9%$2.5M$3.2M+$613.3K2026-10-14
Argyle Capital Partners, LLC
INCREASED13,81113,586+225+2%$2.7M$3.2M+$435.7K2026-10-23
First National Bank & Trust Co of Newtown
INCREASED13,79313,573+220+2%$2.7M$2.8M+$97.8K2026-11-09
Jnba Financial Advisors
INCREASED13,78312,982+801+6%$2.6M$3.1M+$550.2K2026-11-03
Fairfield Financial Advisors, LTD
DECREASED13,77914,531-752-5%$2.9M$3.1M+$239.5K2026-10-14
RD Finance Ltd
DECREASED13,72976,930-63,201-82%$15.4M$3.1K-$15.4M2026-10-26
Astra Wealth Partners LLC
INCREASED13,68812,468+1,220+10%$2.5M$3.1M+$631.4K2026-11-06
Capital Square, LLC
DECREASED13,67213,852-180-1%$2.9M$3.1M+$200.4K2026-10-19
Security Financial Services, Inc.
INCREASED13,67113,539+132+1%$2.7M$3.1M+$413.2K2026-10-29
My Personal CFO, LLC
INCREASED13,65712,935+722+6%$2.6M$3.1M+$530.8K2026-10-14
Vaughan David Investments LLC
DECREASED13,65415,961-2,307-14%$3.2M$3.1K-$3.2M2026-11-05
Creekside Partners
UNCHANGED13,63813,63800%$2.7M$3.1M+$385.8K2026-11-04
West Paces Advisors Inc.
INCREASED13,63313,537+96+1%$2.7M$3.1M+$404.8K2026-10-13
Marathon Mission, Inc.
INCREASED13,63011,554+2,076+18%$2.3M$3.1M+$801.0K2026-10-01
Diversified Management Inc
INCREASED13,59812,684+914+7%$2.5M$3.1M+$567.6K2026-10-08
Essential Partners LLC
INCREASED13,59611,977+1,619+14%$2.4M$3.1M+$708.5K2026-10-14
Redwood Family Wealth LLC
INCREASED13,57113,088+483+4%$2.6M$3.1M+$480.4K2026-10-20
BNB Wealth Management, LLC
INCREASED13,55713,537+20+0%$2.7M$3.1M+$387.5K2026-10-28
Hoffman, Alan N Investment Management
INCREASED13,52413,283+241+2%$2.7M$3.1M+$430.8K2026-10-28
Samalin Investment Counsel, LLC
DECREASED13,48824,141-10,653-44%$4.8M$3.1M-$1.7M2026-10-23
Banta Asset Management LP
INCREASED13,48012,570+910+7%$2.5M$3.1M+$563.4K2026-11-02
Eagle Capital Management, LLC
DECREASED13,46913,722-253-2%$2.7K$3.1K+$3302026-10-19
Financial Synergies Wealth Advisors, Inc.
INCREASED13,46610,004+3,462+35%$2.0M$3.1M+$1.1M2026-10-16
McElhenny Sheffield Capital Management, LLC
INCREASED13,46311,608+1,855+16%$2.3M$3.1M+$752.0K2026-11-06
WealthCare Asset Management, LLC
DECREASED13,41922,376-8,957-40%$4.5M$3.1M-$1.4M2026-10-26
Seelaus Asset Management LLC
INCREASED13,40612,202+1,204+10%$2.4M$3.1M+$620.2K2026-10-14
Share Andrew L.
NEW13,384—+13,384——$3.1M—2026-11-06
Trust Co
INCREASED13,38410,229+3,155+31%$2.0M$3.1M+$1.0M2026-10-09
Crew Capital Management, Ltd
DECREASED13,37913,890-511-4%$2.8M$3.1M+$276.3K2026-10-28
Paragon Capital Management Inc
INCREASED13,35913,344+15+0%$2.7M$3.1M+$381.0K2026-10-15
First Premier Bank
DECREASED13,34013,415-75-1%$2.7K$3.0K+$3632026-10-13
Members Wealth LLC
INCREASED13,26412,660+604+5%$2.5M$3.1M+$616.7K2026-10-20
Equity Wealth Partners, LLC
DECREASED13,22613,609-383-3%$2.7M$3.0M+$297.7K2026-10-26
Hansen & Associates Financial Group, Inc.
INCREASED13,21412,404+810+7%$2.4M$3.0M+$619.9K2026-11-09
Nova R Wealth, Inc.
INCREASED13,21413,181+33+0%$2.6M$3.0M+$380.6K2026-10-26
Cowa, LLC
DECREASED13,12614,725-1,599-11%$2.9M$3.0M+$51.4K2026-10-30
Detalus Advisors, LLC
INCREASED13,11512,951+164+1%$2.6M$3.0M+$403.7K2026-10-15
Center for Financial Planning, Inc.
INCREASED13,09710,024+3,073+31%$2.0M$3.0M+$985.4K2026-10-26
Fearless Solutions, LLC dba Best Invest
INCREASED13,06511,990+1,075+9%$2.4M$3.0M+$584.8K2026-10-14
WealthBridge Investment Counsel Inc.
INCREASED13,06512,275+790+6%$2.5K$3.0K+$5282026-10-13
Wallington Asset Management, LLC
INCREASED13,06412,428+636+5%$2.5M$3.0M+$496.8K2026-11-04
Yoder Wealth Management, Inc.
INCREASED13,06212,393+669+5%$2.5M$3.0M+$503.4K2026-10-13
Alaska Wealth Advisors, LLC
INCREASED13,06012,603+457+4%$2.5M$3.0M+$461.0K2026-11-09
Tortoise Investment Management, LLC
INCREASED13,05011,950+1,100+9%$2.4M$3.0M+$589.3K2026-11-06
Pinnacle Bancorp, Inc.
INCREASED13,04712,464+583+5%$2.5M$3.0M+$485.8K2026-10-21
ProVise Management Group, LLC
DECREASED13,02914,881-1,852-12%$3.0M$3.0M-$2.1K2026-11-06
Collective Family Office LLC
DECREASED13,00713,109-102-1%$2.6M$3.0M+$347.6K2026-10-05
Intergy Private Wealth, LLC
INCREASED13,00512,557+448+4%$2.5M$3.0M+$457.6K2026-10-16
Avid Wealth Partners LLC
INCREASED12,99512,652+343+3%$2.5M$3.0M+$436.9K2026-11-03
Omnitrust Wealth Management, Inc
NEW12,967—+12,967——$3.0M—2026-11-02
Cooper S Advisors, LLC
INCREASED12,96412,877+87+1%$2.6M$3.0M+$384.2K2026-11-03
Scott Capital Advisors, LLC
DECREASED12,95313,191-238-2%$2.6M$3.1M+$436.6K2026-10-13
DBK Financial Counsel, LLC
UNCHANGED12,93912,93900%$2.6M$3.0M+$366.1K2026-10-13
JDH Wealth Management, LLC
INCREASED12,93312,426+507+4%$2.5M$3.0M+$467.2K2026-10-20
25 LLC
INCREASED12,91512,124+791+7%$2.4M$2.9M+$523.8K2026-10-13
Carolina Wealth Advisors, LLC
INCREASED12,85512,828+27+0%$2.6M$2.9M+$369.1K2026-10-23
Peoples Bank
DECREASED12,85112,970-119-1%$2.6M$2.9M+$339.7K2026-10-26
Morling Financial Advisors, LLC
INCREASED12,81312,223+590+5%$2.4M$2.9M+$480.5K2026-10-28
Firethorn Wealth Partners, LLC
DECREASED12,75712,858-101-1%$2.6M$2.9M+$340.7K2026-10-14
Wedgewood Investors Inc
INCREASED12,75512,595+160+1%$2.5M$2.9M+$392.9K2026-10-28
Kampmann Melissa S.
INCREASED12,7218,020+4,701+59%$1.6M$2.9M+$1.3M2026-10-28
Values Added Financial LLC
DECREASED12,72012,833-113-1%$2.6M$2.9M+$337.2K2026-10-28
Waterfront Wealth Inc.
DECREASED12,71812,802-84-1%$2.7M$2.8M+$51.2K2026-11-03
Garrison Bradford & Associates Inc
INCREASED12,70711,490+1,217+11%$2.3M$2.9M+$625.9K2026-10-27
J.M. Arbour, LLC
INCREASED12,70712,172+535+4%$2.4M$2.9M+$466.5K2026-11-05
PCG Asset Management, LLC
INCREASED12,7027,001+5,701+81%$1.4M$2.9M+$1.5M2026-11-05
Financial Harvest, LLC
INCREASED12,69611,013+1,683+15%$2.2M$2.9M+$695.9K2026-10-15
Mainsail Asset Management, LLC
DECREASED12,63013,385-755-6%$2.7M$3.0M+$306.9K2026-10-14
Roble, Belko & Company, Inc
INCREASED12,62312,426+197+2%$2.5M$2.9K-$2.5M2026-11-09
Catalyst Private Wealth, LLC
INCREASED12,54811,201+1,347+12%$2.2M$2.9M+$624.5K2026-10-13
Cordoba Advisory Partners LLC
DECREASED12,52913,367-838-6%$2.7M$2.9M+$186.7K2026-10-19
American Capital Advisory, LLC
INCREASED12,51812,453+65+1%$2.5M$2.9M+$367.1K2026-10-28
MBA Advisors LLC
INCREASED12,50611,644+862+7%$2.3M$2.9M+$526.3K2026-10-29
Gibson Wealth Advisors LLC
DECREASED12,49612,552-560%$2.5M$2.9M+$342.3K2026-10-20
Family Capital Management, Inc.
DECREASED12,49313,718-1,225-9%$2.7M$2.9M+$108.4K2026-11-03
WealthSpring Partners, LLC
DECREASED12,47814,703-2,225-15%$2.9M$2.8M-$92.2K2026-10-14
Silverlake Wealth Management LLC
DECREASED12,46812,828-360-3%$2.6M$2.8M+$280.7K2026-10-21
Mccarter Private Wealth Services LLC
INCREASED12,44811,268+1,180+10%$2.3M$2.8M+$588.3K2026-10-22
TCP Asset Management, LLC
DECREASED12,37612,599-223-2%$2.5M$2.9M+$374.4K2026-10-14
Walsh & Associates, LLC
DECREASED12,35414,126-1,772-13%$2.8M$2.8M-$5.1K2026-11-09
Clark Financial Services Group Inc
INCREASED12,34212,194+148+1%$2.4M$2.8M+$378.8K2026-10-19
Oak Barrel Wealth Advisory LLC
INCREASED12,33912,252+87+1%$2.5M$2.8M+$366.5K2026-11-05
Exchange Bank
DECREASED12,33212,374-420%$2.5M$2.8M+$340.5K2026-10-07
E6 Portfolios, LLC
DECREASED12,32813,148-820-6%$2.6M$2.8M+$184.8K2026-10-26
Godsey & Gibb, Inc
DECREASED12,32412,992-668-5%$2.6M$2.8M+$215.0K2026-10-14
MFG Investments, LLC
NEW12,322—+12,322——$2.8M—2026-10-30
Tenzing Financial LLC
INCREASED12,32012,181+139+1%$2.4M$2.7M+$292.5K2026-11-03
GoalFusion Wealth Management, LLC
INCREASED12,31612,074+242+2%$2.4M$2.8M+$396.9K2026-10-06
Silver Lake Advisory, LLC
DECREASED12,27712,327-500%$2.5M$2.8M+$337.3K2026-10-22
Stone House Investment Management, LLC
INCREASED12,26411,787+477+4%$2.4M$2.8M+$442.4K2026-10-23
Lakeshore Capital Group, Inc.
INCREASED12,20710,515+1,692+16%$2.1M$2.8M+$683.8K2026-10-20
Prescott Group Capital Management, L.L.C.
UNCHANGED12,20412,20400%$2.4M$2.8M+$345.3K2026-10-30
Michael J. Porro & Co. Financial Advisors, Inc.
INCREASED12,18010,045+2,135+21%$2.0M$2.8M+$771.8K2026-10-16
Northstar Group, Inc.
INCREASED12,14511,645+500+4%$2.3M$2.8M+$443.6K2026-11-10
Mountain Capital Investment Advisors Inc.
DECREASED12,12812,825-697-5%$2.6M$2.8M+$203.6K2026-11-06
Titiun Yejiel
UNCHANGED12,11812,11800%$2.4M$2.8M+$342.8K2026-11-06
Financial Planning Hawaii, Inc.
INCREASED12,09411,211+883+8%$2.2M$2.8M+$518.9K2026-10-13
Soundwatch Capital LLC
UNCHANGED12,06212,06200%$2.4M$2.8M+$408.4K2026-11-04
Atlatl Advisers LLC
DECREASED12,05812,677-619-5%$2.5M$2.8M+$217.3K2026-10-22
Oak Thistle LLC
DECREASED12,03915,211-3,172-21%$3.0M$2.7M-$294.1K2026-10-21
PMG Family Office LLC
INCREASED12,02911,966+63+1%$2.4M$2.8M+$355.9K2026-10-19
AWM Capital, LLC
INCREASED12,0136,765+5,248+78%$1.4M$2.7M+$1.4M2026-10-16
Emergent Wealth Advisors, LLC
INCREASED12,00611,350+656+6%$2.3M$2.7M+$432.5K2026-10-09
Nautilus Advisors LLC
DECREASED12,00312,254-251-2%$2.6M$2.7M+$156.2K2026-10-07
Heritage Wealth Management, Inc.
INCREASED11,98711,590+397+3%$2.3M$2.7M+$418.6K2026-10-27
Financial Planning Navigators Corp
INCREASED11,98411,405+579+5%$2.3M$2.7M+$454.9K2026-10-14
Tiller Private Wealth, Inc.
INCREASED11,94011,646+294+3%$2.3M$2.7M+$396.6K2026-10-26
Womack Financial LLC
INCREASED11,90911,842+67+1%$2.4M$2.7M+$350.3K2026-10-14
21 West Wealth Management LLC
DECREASED11,89712,574-677-5%$2.5M$2.7M+$201.1K2026-10-13
Tradewinds Capital Management, LLC
INCREASED11,89011,734+156+1%$2.3M$2.7M+$367.6K2026-10-23
Private Wealth Management Group, LLC
DECREASED11,86512,892-1,027-8%$2.6M$2.7M+$130.3K2026-10-19
Midwest Financial Group LLC
INCREASED11,86011,626+234+2%$2.3M$2.7M+$382.3K2026-10-15
Roberts Wealth Advisors, LLC
INCREASED11,85611,343+513+5%$2.3M$2.7M+$438.0K2026-10-14
Johnson Financial Group, LLC
DECREASED11,82949,118-37,289-76%$9.8M$2.7M-$7.1M2026-11-03
Cadent Capital Advisors, LLC
DECREASED11,82611,857-310%$2.4M$2.7M+$328.4K2026-10-09
Atwater Malick LLC
DECREASED11,80711,822-150%$2.4M$2.7M+$331.0K2026-10-15
SilverOak Wealth Management LLC
DECREASED11,80012,012-212-2%$2.4M$2.7M+$291.4K2026-10-29
Haven Private, LLC
INCREASED11,79611,237+559+5%$2.2M$2.7M+$445.6K2026-10-27
OAK Family Advisors, LLC
DECREASED11,79119,826-8,035-41%$4.0M$2.7M-$1.3M2026-10-19
Wealthcare Capital Partners, LLC
INCREASED11,79111,187+604+5%$2.2M$2.7M+$454.4K2026-10-21
Next Level Private LLC
INCREASED11,7828,495+3,287+39%$1.7M$2.7M+$991.0K2026-10-20
Clarus Wealth Advisors
DECREASED11,76318,029-6,266-35%$3.7M$2.7M-$983.0K2026-10-13
HRC Wealth Management, LLC
DECREASED11,75111,827-76-1%$2.4M$2.7M+$317.2K2026-10-16
Momentous Wealth Management, Inc.
INCREASED11,74210,388+1,354+13%$2.1M$2.7M+$603.1K2026-10-21
Sculati Wealth Management, LLC
INCREASED11,73711,671+66+1%$2.4M$2.7M+$289.3K2026-10-19
Hall Capital Management Co Inc
DECREASED11,73612,925-1,189-9%$2.6M$2.7M+$94.1K2026-11-09
AdviceOne Advisory Services, LLC
INCREASED11,70311,539+164+1%$2.3M$2.7M+$363.9K2026-10-19
Fortress Financial Group, LLC
INCREASED11,63311,097+536+5%$2.2M$2.7M+$436.4K2026-10-21
Voisard Asset Management Group, Inc.
INCREASED11,6299,627+2,002+21%$1.9M$2.7M+$729.6K2026-10-13
Sweeney & Michel, LLC
DECREASED11,61911,655-360%$2.6M$2.7M+$46.1K2026-10-16
Unified Investment Management
UNCHANGED11,61011,61000%$2.3M$2.7M+$328.5K2026-10-14
Strathmore Capital Advisors, Inc.
INCREASED11,60610,785+821+8%$2.2M$2.2M-$69.5K2026-11-09
MBE Wealth Management, LLC
INCREASED11,59411,565+29+0%$2.3M$2.6M+$333.8K2026-10-26
Stolz & Associates, PS
INCREASED11,55111,534+17+0%$2.3M$2.6M+$330.2K2026-11-05
Prospect Financial Group LLC
DECREASED11,55014,120-2,570-18%$2.8M$2.6M-$187.5K2026-11-05
First Financial Group Corp
DECREASED11,50011,518-180%$2.3M$2.6M+$321.9K2026-10-22
Lakeside Advisors, Inc.
DECREASED11,49011,690-200-2%$2.3M$2.6M+$285.0K2026-10-20
Visionary Horizons, LLC
INCREASED11,49011,405+85+1%$2.3M$2.6M+$342.1K2026-10-22
Lutz Financial Services LLC
INCREASED11,46111,121+340+3%$2.2M$2.6M+$392.3K2026-11-06
Algebris (UK) LTD
INCREASED11,45911,098+361+3%$2.2M$2.6M+$403.4K2026-11-06
Wheelhouse Advisory Group LLC
INCREASED11,45011,088+362+3%$2.2M$2.6M+$396.4K2026-10-20
Ifrah Financial Services, Inc.
DECREASED11,43711,682-245-2%$2.3M$2.6M+$274.6K2026-10-13
Hoertkorn Richard Charles
INCREASED11,40611,056+350+3%$2.2M$2.6M+$392.7K2026-11-04
Bright Futures Wealth Management, Llc.
DECREASED11,40412,122-718-6%$2.4M$2.6M+$178.9K2026-10-23
Burke & Herbert Bank & Trust Co
INCREASED11,39711,105+292+3%$2.2M$2.6M+$380.8K2026-11-02
Leslie Global Wealth, LLC
DECREASED11,39311,759-366-3%$2.4M$2.6M+$249.1K2026-10-26
Parkside Investments, LLC
INCREASED11,3737,373+4,000+54%$1.5M$2.6M+$1.1M2026-10-20
TrueWealth Advisors, LLC
INCREASED11,3658,469+2,896+34%$1.7M$2.6M+$901.0K2026-10-09
Boyd Wealth Management, LLC
INCREASED11,3489,145+2,203+24%$1.8M$2.6M+$761.9K2026-10-20
BCV Asset Management Inc.
DECREASED11,34511,385-400%$2.2M$2.6M+$377.2K2026-11-06
Asset Advisory Group, Inc.
DECREASED11,33711,388-510%$2.3M$2.6M+$310.5K2026-10-20
Dumont & Blake Investment Advisors LLC
DECREASED11,33611,459-123-1%$2.3M$2.6M+$296.1K2026-10-28
365 WMG Private Fund I: Primus Fund LLC
NEW11,330—+11,330——$2.6M—2026-10-20
Axecap Investments, LLC
DECREASED11,33026,089-14,759-57%$5.2M$2.6M-$2.6M2026-10-20
Pinnacle Financial Group, LLC / IL
INCREASED11,3057,448+3,857+52%$1.5M$2.6M+$1.1M2026-10-29
Agate Pass Investment Management, LLC
NEW11,304—+11,304——$2.6M—2026-10-20
Values First Advisors, Inc.
INCREASED11,2849,945+1,339+13%$2.0M$2.6M+$587.1K2026-10-23
Rahlfs Capital, LLC
UNCHANGED11,27011,27000%$2.3M$2.6M+$318.8K2026-10-23
Christensen, King & Associates Investment Services, Inc.
DECREASED11,25613,338-2,082-16%$2.7M$2.6M-$98.0K2026-10-22
ODonnell Financial Services, LLC
INCREASED11,2379,090+2,147+24%$1.8M$2.6M+$747.5K2026-11-09
Westchester Capital Management, Inc.
UNCHANGED11,23511,23500%$2.2M$2.6M+$317.8K2026-10-23
Edge Wealth Management LLC
DECREASED11,20111,800-599-5%$2.4M$2.6M+$223.1K2026-10-13
Groesbeck Investment Management Corp
DECREASED11,19511,340-145-1%$2.3K$2.6K+$2882026-10-26
R Squared Ltd
DECREASED11,17718,057-6,880-38%$3.6M$2.6M-$1.1M2026-11-06
Thor Trading Advisors, LLC
INCREASED11,1448,665+2,479+29%$1.7M$2.5M+$811.3K2026-11-05
Altar Rock LLC
INCREASED11,14410,971+173+2%$2.2M$2.6M+$359.9K2026-11-06
Global Wealth Strategies & Associates
INCREASED11,1437,548+3,595+48%$1.5M$2.5M+$1.0M2026-10-02
Able Wealth Management LLC
DECREASED11,12512,082-957-8%$2.4M$2.7M+$265.5K2026-10-13
Sherman Wealth Management LLC
INCREASED11,1108,238+2,872+35%$1.6M$2.5M+$889.0K2026-10-16
Summit Securities Group LLC
DECREASED11,100100,925-89,825-89%$20.2M$2.5M-$17.7M2026-11-05
TopTier Wealth Management, LLC
DECREASED11,08311,663-580-5%$2.3M$2.5M+$197.4K2026-10-16
Livet Wealth, LLC
INCREASED11,0789,188+1,890+21%$1.8M$2.5M+$691.6K2026-10-27
Marino, Stram & Associates LLC
INCREASED11,06410,929+135+1%$2.2M$2.5M+$340.0K2026-10-22
O'Domhnaill Enterprises, Inc.
INCREASED11,0525,775+5,277+91%$1.2M$2.5M+$1.4M2026-10-29
Traub Capital Management LLC
INCREASED11,03310,453+580+6%$2.1M$2.5M+$428.3K2026-11-09
Heritage Investment Group, Inc.
INCREASED11,02110,742+279+3%$2.1M$2.5M+$367.6K2026-11-03
Islay Capital Management, LLC
DECREASED11,01811,146-128-1%$2.2M$2.5M+$286.1K2026-10-20
St. Clair Advisors, LLC
INCREASED11,00710,633+374+4%$2.1M$2.5M+$386.2K2026-10-13
GGM Financial LLC
DECREASED10,96910,994-250%$2.2M$2.5M+$305.3K2026-11-05
Pincus Capital Management, LP
INCREASED10,95410,936+18+0%$2.2M$2.5M+$313.5K2026-11-09
Davidson Kahn Capital Management, LLC
DECREASED10,94711,240-293-3%$2.2M$2.5M+$251.1K2026-10-26
Chaney Capital Management, Inc.
INCREASED10,94210,882+60+1%$2.2M$2.5M+$321.6K2026-11-09
Code Waechter LLC
INCREASED10,9409,479+1,461+15%$1.9M$2.5M+$601.9K2026-10-23
Elser Financial Planning, Inc
INCREASED10,93610,764+172+2%$2.2M$2.5M+$343.8K2026-10-16
Tabr Capital Management, LLC
INCREASED10,92910,924+5+0%$2.2M$2.5M+$310.2K2026-10-20
RF&L Wealth Management, LLC
INCREASED10,91710,910+7+0%$2.2M$2.5M+$310.2K2026-10-20
Opus Capital Group, LLC
DECREASED10,89911,026-127-1%$2.2M$2.5K-$2.2M2026-10-30
Uptown Financial Advisors LLC
INCREASED10,89510,646+249+2%$2.1M$2.5M+$358.0K2026-10-15
Biltmore Wealth Management, LLC
DECREASED10,89310,962-69-1%$2.2M$2.5M+$294.4K2026-10-09
American Institute for Advanced Investment Management, LLP
INCREASED10,86310,654+209+2%$2.1M$2.5M+$349.1K2026-11-03
Mount Vernon Associates Inc
INCREASED10,8599,399+1,460+16%$1.9M$2.5K-$1.9M2026-10-26
Lauer Wealth, LLC
NEW10,854—+10,854——$2.5M—2026-10-13
Weinberger Asset Management, Inc
INCREASED10,84510,424+421+4%$2.1M$2.5M+$384.2K2026-10-28
Smith Thornton Advisors LLC
INCREASED10,82610,791+35+0%$2.2M$2.5M+$276.2K2026-10-16
Stewardship Advisors, LLC
INCREASED10,82510,474+351+3%$2.1M$2.5M+$376.5K2026-10-20
Ballast, Inc.
INCREASED10,81910,203+616+6%$2.0M$2.5M+$429.3K2026-10-20
Ticino Wealth
INCREASED10,80210,635+167+2%$2.1M$2.5M+$339.0K2026-10-13
Lynx Investment Advisory
INCREASED10,80010,130+670+7%$2.0M$2.5M+$439.7K2026-10-27
Patton Fund Management, Inc.
DECREASED10,78913,163-2,374-18%$2.6M$2.5M-$169.8K2026-10-13
Blackston Financial Advisory Group, LLC
INCREASED10,7869,499+1,287+14%$1.9M$2.5M+$562.5K2026-11-04
Trust Co of the South
DECREASED10,76111,292-531-5%$2.3M$2.5M+$198.2K2026-10-21
Sentinel Pension Advisors, LLC
INCREASED10,7496,812+3,937+58%$1.4M$2.5M+$1.1M2026-11-02
Conrad Siegel Investment Advisors, Inc.
DECREASED10,69010,698-80%$2.1M$2.4M+$300.8K2026-10-08
Cassia Capital Partners, LLC
DECREASED10,68111,566-885-8%$2.3M$2.4M+$125.1K2026-11-04
Elevated Capital Advisors, LLC
DECREASED10,66025,524-14,864-58%$5.1M$2.4M-$2.7M2026-11-04
Integrity Investment Advisors, LLC
INCREASED10,6548,745+1,909+22%$1.7M$2.4M+$683.3K2026-11-03
Lionshead Wealth Management, LLC
INCREASED10,64710,469+178+2%$2.1M$2.4M+$339.5K2026-10-21
Inspirion Wealth Advisors, LLC
INCREASED10,63110,178+453+4%$2.0M$2.4M+$416.9K2026-10-09
Compass Financial Group, Inc
INCREASED10,62910,121+508+5%$2.0M$2.4M+$402.2K2026-10-13
Meadowbrook Wealth Management, LLC
INCREASED10,6199,539+1,080+11%$1.9M$2.4M+$540.5K2026-10-08
Fidelis iM, LLC
NEW10,618—+10,618——$2.4M—2026-10-16
Spectrum Financial Alliance Ltd LLC
INCREASED10,6101,053+9,557+908%$210.7K$2.4M+$2.2M2026-10-29
Pioneer Wealth Management Group
INCREASED10,6109,649+961+10%$1.9M$2.4M+$492.4K2026-10-09
QP Wealth Management, LLC
DECREASED10,57811,218-640-6%$2.2M$2.4M+$171.2K2026-10-20
Dogwood Wealth Management LLC
DECREASED10,54815,748-5,200-33%$3.2M$2.4M-$742.1K2026-11-09
truNorth Financial Services, Inc.
DECREASED10,54011,160-620-6%$2.2M$2.4M+$174.1K2026-11-06
Aerodigm Wealth, LLC
INCREASED10,52410,378+146+1%$2.1M$2.4M+$326.9K2026-10-16
Sky-Mountain Capital Management, Inc.
UNCHANGED10,51010,51000%$2.1M$2.4M+$297.3K2026-11-09
Birchbrook, Inc.
DECREASED10,49610,601-105-1%$2.1M$2.4M+$275.9K2026-10-14
Paladin Advisory Group, LLC
UNCHANGED10,45110,45100%$2.1M$2.4M+$295.7K2026-11-09
WealthPoint Financial, LLC
INCREASED10,4479,690+757+8%$1.9M$2.4M+$447.0K2026-11-03
Schneider Downs Wealth Management Advisors, LP
INCREASED10,4358,335+2,100+25%$1.7M$2.4M+$715.4K2026-10-27
Godfrey Financial Associates, Inc.
INCREASED10,41210,104+308+3%$2.0M$2.4M+$356.1K2026-11-10
Credit Capital Investments LLC
INCREASED10,4006,000+4,400+73%$1.2M$2.4M+$1.2M2026-10-22
Total Wealth Planning & Management, Inc.
INCREASED10,40010,366+34+0%$2.1M$2.4M+$301.0K2026-10-23
Elevate Capital Advisors, LLC
DECREASED10,39212,354-1,962-16%$2.5M$2.4M-$98.7K2026-11-02
Berman McAleer LLC
INCREASED10,3879,787+600+6%$2.0M$2.4M+$413.9K2026-10-16
Kellett Wealth Advisors, LLC
DECREASED10,37110,848-477-4%$2.2M$2.4M+$197.9K2026-10-15
Smith & Howard Wealth Management, LLC
INCREASED10,3698,688+1,681+19%$1.7M$2.4M+$629.6K2026-10-27
Kondo Wealth Advisors, Inc.
INCREASED10,36010,267+93+1%$2.1M$2.4M+$311.7K2026-10-19
Gibson Capital, LLC
DECREASED10,35713,020-2,663-20%$2.6M$2.4M-$240.0K2026-10-23
Rinkey Investments
INCREASED10,32310,108+215+2%$2.0M$2.4M+$335.1K2026-10-28
Mengis Capital Management, Inc.
INCREASED10,3228,340+1,982+24%$1.7M$2.4M+$688.6K2026-10-13
Cynosure Group, LLC
UNCHANGED10,28510,28500%$2.1M$2.3M+$291.0K2026-11-03
Conservest Capital Advisors, Inc.
INCREASED10,2258,940+1,285+14%$1.8M$2.3M+$546.4K2026-11-09
Dodds Wealth, LLC
UNCHANGED10,22310,22300%$2.0M$2.3M+$289.2K2026-11-02
Main Street Group, LTD
DECREASED10,21410,533-319-3%$2.1M$2.3M+$225.2K2026-10-28
Johnson Wealth Management, LLC
INCREASED10,20610,058+148+1%$2.0M$2.3M+$318.4K2026-11-09
Gen-Wealth Partners Inc
DECREASED10,18012,852-2,672-21%$2.6M$2.3M-$246.8K2026-11-04
First Citizens Financial Corp
DECREASED10,16810,324-156-2%$2.1M$2.3M+$256.4K2026-10-02
Burk Holdings LLC
INCREASED10,1619,435+726+8%$1.9M$2.3M+$432.7K2026-11-05
IFS Advisors, LLC
INCREASED10,140978+9,162+937%$195.7K$2.3M+$2.1M2026-10-14
Ballew Advisors, Inc
DECREASED10,13410,346-212-2%$2.0M$2.4M+$355.1K2026-10-05
Align Financial, LLC
DECREASED10,12510,160-350%$2.0M$2.3M+$279.4K2026-10-16
LiftPoint Family Wealth Advisors LLC
DECREASED10,09610,121-250%$2.0M$2.3M+$280.6K2026-11-03
MTM Investment Management, LLC
INCREASED10,0579,792+265+3%$2.0M$2.3M+$337.5K2026-10-30
Directional Asset Management
DECREASED10,05610,062-60%$2.0M$2.3M+$283.3K2026-10-22
Landaas & Co
INCREASED10,0469,766+280+3%$2.0M$2.3M+$340.1K2026-10-29
KWB Wealth
DECREASED10,03510,116-81-1%$2.0M$2.3M+$267.7K2026-10-16
Professional Advisory Services Inc
INCREASED10,0329,955+77+1%$2.0K$2.3K+$2992026-10-08
Investment Advisory Services Inc
DECREASED10,03110,353-322-3%$2.1M$2.3M+$219.4K2026-10-27
Austin Wealth Management, LLC
INCREASED10,0219,273+748+8%$1.9M$2.3M+$429.0K2026-11-06
SFG Wealth Management, Llc.
DECREASED10,01410,783-769-7%$2.2M$2.3M+$129.4K2026-10-23
Capital Asset Managemnet, LLC
INCREASED10,0019,111+890+10%$1.8M$2.3M+$461.0K2026-11-09
White Wing Wealth Management
INCREASED10,0009,906+94+1%$2.0M$2.3M+$301.7K2026-11-09
Eurizon Asset Management Hungary Ltd.
UNCHANGED10,00010,00000%$2.0M$2.3M+$282.9K2026-11-06
ProCore Advisors, LLC
INCREASED9,9979,940+57+1%$2.0M$2.3M+$294.1K2026-10-14
Cypress Capital Management LLC (WY)
DECREASED9,99510,164-169-2%$2.0M$2.3M+$251.4K2026-11-09
Halter Ferguson Financial Inc.
DECREASED9,98513,537-3,552-26%$2.7M$2.3M-$428.3K2026-10-21
Arcataur Capital Management LLC
UNCHANGED9,9829,98200%$2.0M$2.3M+$282.4K2026-10-21
Kings Path Partners LLC
INCREASED9,9781,173+8,805+751%$234.7K$2.3M+$2.0M2026-10-21
Matisse Capital
INCREASED9,9769,190+786+9%$1.8M$2.3M+$439.5K2026-10-29
Econ Financial Services Corp
NEW9,953—+9,953——$2.3M—2026-10-19
Vericrest Private Wealth
INCREASED9,9199,916+3+0%$2.0M$2.3M+$281.2K2026-10-21
Center for Wealth Management Advisory
INCREASED9,8558,871+984+11%$1.8M$2.3M+$475.7K2026-10-23
Reston Wealth Management LLC
DECREASED9,8539,996-143-1%$2.0M$2.3M+$250.1K2026-10-29
North Berkeley Wealth Management, LLC
INCREASED9,8479,648+199+2%$1.9M$2.2M+$318.4K2026-11-02
Cpwa, LLC
INCREASED9,8199,810+9+0%$2.0M$2.2M+$259.2K2026-11-04
Wilkerson Advisory Group LLC
INCREASED9,8108,468+1,342+16%$1.7M$2.2M+$545.9K2026-10-20
C2c Wealth Management, LLC
DECREASED9,80711,807-2,000-17%$2.4M$2.2M-$122.7K2026-10-20
Pacific Capital Wealth Advisors, Inc.
INCREASED9,7976,099+3,698+61%$1.2M$2.2M+$1.0M2026-10-22
Ddfg, Inc
UNCHANGED9,7939,79300%$2.0M$2.2M+$277.0K2026-10-15
Silvia Mccoll Wealth Management, LLC
DECREASED9,78510,110-325-3%$2.0M$2.2M+$211.8K2026-10-07
TrustBank
DECREASED9,7849,944-160-2%$2.0M$2.2M+$244.8K2026-10-20
Denver PWM, LLC
INCREASED9,7839,780+3+0%$2.2M$2.2M+$32.2K2026-10-22
Defender Capital, Llc.
INCREASED9,7347,534+2,200+29%$1.5M$2.2M+$715.6K2026-10-01
Mission Financial Group, LLC
INCREASED9,7329,441+291+3%$1.9M$2.2M+$333.5K2026-10-21
Kennicott Capital Management LLC
UNCHANGED9,7309,73000%$1.9M$2.2M+$275.3K2026-10-16
JLB & Associates Inc
UNCHANGED9,7179,71700%$1.9M$1.9M$02026-10-27
BetterWealth, LLC
DECREASED9,69911,355-1,656-15%$2.3M$2.2M-$56.9K2026-10-15
Aries Wealth Management
INCREASED9,6768,286+1,390+17%$1.7M$2.2M+$551.9K2026-10-23
Measured Risk Portfolios, Inc.
DECREASED9,6679,668-10%$1.9M$2.2M+$273.3K2026-10-21
M.E. Allison & Co., Inc.
DECREASED9,66110,093-432-4%$2.0M$2.2M+$186.9K2026-10-09
Next Level Wealth Planning, LLC
INCREASED9,6619,637+24+0%$1.9M$2.2M+$278.1K2026-10-29
Monte Financial Group, LLC
DECREASED9,6429,646-40%$1.9M$2.2M+$265.6K2026-11-02
Aquire Wealth Advisors, LLC
INCREASED9,6249,107+517+6%$1.8M$2.2M+$375.6K2026-10-23
Hughes Financial Services, LLC
INCREASED9,6087,295+2,313+32%$1.5M$2.1M+$593.2K2026-10-30
Lexington Hill Partners, LLC
INCREASED9,6078,834+773+9%$1.8M$2.2M+$426.4K2026-10-13
Magnolia Capital Management LTD
DECREASED9,6009,601-10%$1.9K$2.2K+$2712026-10-09
Crane Advisory, LLC
INCREASED9,5759,538+37+0%$2.0M$2.3M+$309.1K2026-10-13
William Allan Corp
DECREASED9,5419,678-137-1%$1.9M$2.2M+$242.4K2026-10-14
Grandfield & Dodd, LLC
DECREASED9,5269,766-240-2%$2.0M$2.2M+$221.5K2026-10-29
Covestor Ltd
DECREASED9,51510,323-808-8%$2.1M$2.2K-$2.1M2026-10-30
Darwin Wealth Management, LLC
INCREASED9,5127,782+1,730+22%$1.6M$2.2M+$615.3K2026-11-09
Armor Investment Advisors, LLC
INCREASED9,5079,082+425+5%$1.8M$2.2M+$354.0K2026-10-27
Sunrise Financial Services, LLC
DECREASED9,49710,053-556-6%$2.0M$2.2M+$157.4K2026-10-21
Reap Financial Group, LLC
INCREASED9,4918,926+565+6%$1.8M$2.2M+$381.6K2026-11-02
MFG Wealth Management, Inc.
INCREASED9,4819,400+81+1%$1.9M$2.2M+$284.5K2026-10-09
O'Connor Financial Group LLC
INCREASED9,4719,376+95+1%$1.9M$2.2M+$286.9K2026-10-26
Thomas Story & SON LLC
INCREASED9,4129,257+155+2%$1.9M$2.1M+$297.3K2026-10-13
Opulen Financial Group LLC
INCREASED9,4118,690+721+8%$1.7M$2.1M+$410.5K2026-10-22
RHS Financial, LLC
DECREASED9,4049,922-518-5%$2.0M$2.1M+$162.4K2026-10-13
Athena Wealth Management, LLC
INCREASED9,3979,392+5+0%$1.9M$2.1M+$266.8K2026-10-09
Brookmont Capital Management
INCREASED9,3889,232+156+2%$1.8M$2.1M+$296.8K2026-10-23
Point Nemo Capital, LLC
DECREASED9,37510,065-690-7%$2.0M$2.1M+$127.3K2026-11-03
LMG Wealth Partners, LLC
INCREASED9,3688,456+912+11%$1.7M$2.1M+$447.5K2026-11-05
Lynch & Associates
INCREASED9,3328,726+606+7%$1.7M$2.1M+$385.3K2026-10-13
Dakota Community Bank & Trust NA
INCREASED9,3216,303+3,018+48%$1.3M$2.1M+$867.6K2026-10-09
Wetzel Investment Advisors, Inc.
INCREASED9,2889,103+185+2%$1.8M$2.1M+$302.1K2026-10-13
LEE Johnson Capital Management, LLC
DECREASED9,28431,378-22,094-70%$6.3M$2.1M-$4.2M2026-11-09
Wealth Management Nebraska
INCREASED9,2798,617+662+8%$1.7M$2.1M+$395.1K2026-10-26
Lighthouse Wealth Management Inc.
DECREASED9,2519,577-326-3%$1.9M$2.1M+$196.5K2026-10-13
Viewpoint Investment Partners Corp
DECREASED9,24810,133-885-9%$2.5M$2.6M+$147.1K2026-10-26
Westco Advisory Services Inc
INCREASED9,2479,197+50+1%$1.8M$2.1M+$271.6K2026-10-14
LVZ, Inc.
INCREASED9,2418,761+480+5%$1.8M$2.1M+$357.5K2026-10-20
Destiny Capital Corp
INCREASED9,2247,447+1,777+24%$1.5M$2.1M+$616.6K2026-11-03
Affiance Financial, LLC
DECREASED9,2149,386-172-2%$1.9M$2.1M+$226.3K2026-10-15
South Shore Capital Advisors
INCREASED9,2098,621+588+7%$1.7M$2.1M+$378.2K2026-10-20
Miller Global Investments, LLC
INCREASED9,2037,811+1,392+18%$1.6M$2.1M+$538.9K2026-10-02
Kooman & Associates
INCREASED9,2028,464+738+9%$1.7M$2.1M+$408.0K2026-10-21
Global Trust Wealth Management LLC
DECREASED9,2009,204-40%$1.8M$2.1M+$259.5K2026-10-14
Advus Financial Partners, LLC
INCREASED9,1976,978+2,219+32%$1.4M$2.1M+$705.9K2026-10-20
Jmac Enterprises LLC
UNCHANGED9,1949,19400%$1.8M$2.1M+$260.1K2026-10-30
BankChampaign, National Association
DECREASED9,1839,370-187-2%$1.9M$2.1M+$222.4K2026-10-19
Dhjj Financial Advisors, Ltd.
INCREASED9,1679,160+7+0%$1.8M$2.1M+$260.7K2026-10-23
Mendel Money Management
DECREASED9,1589,266-108-1%$1.9M$2.1M+$237.5K2026-11-02
AmeriServ Wealth Advisors
DECREASED9,12010,262-1,142-11%$2.1M$2.1M+$29.5K2026-10-21
Hartmann Taylor Wealth Management, LLC
INCREASED9,1158,867+248+3%$1.5M$2.1M+$535.3K2026-10-14
Poinciana Advisors Group, LLC
DECREASED9,0869,210-124-1%$1.8M$2.1M+$232.1K2026-11-06
Royal Harbor Partners, LLC
INCREASED9,0838,935+148+2%$1.8M$2.1M+$286.7K2026-10-29
True Wealth Design, LLC
INCREASED9,0327,904+1,128+14%$1.6M$2.1M+$481.2K2026-10-13
Mueller Wealth, LLC
UNCHANGED9,0139,01300%$1.8M$2.1M+$255.0K2026-11-05
Balance Wealth Partners LLC
INCREASED8,9738,903+70+1%$1.8M$2.0M+$267.9K2026-10-27
WestHill Financial Advisors, Inc.
INCREASED8,9648,753+211+2%$1.8M$2.0M+$295.8K2026-10-14
Philip James Wealth Mangement, LLC
DECREASED8,9629,254-292-3%$1.9M$2.0M+$195.1K2026-10-27
Allied Investment Advisors, LLC
INCREASED8,9538,870+83+1%$1.8M$2.0M+$269.9K2026-10-13
Gainplan LLC
INCREASED8,9448,306+638+8%$1.7M$2.0M+$380.5K2026-10-09
Dominguez Wealth Management Solutions, Inc.
DECREASED8,94110,350-1,409-14%$2.1M$2.0M-$29.1K2026-10-07
Heritage OAK Wealth Advisors LLC
INCREASED8,9156,860+2,055+30%$1.4M$2.0M+$665.5K2026-10-14
Somerset Trust Co
UNCHANGED8,9028,90200%$1.8M$2.0M+$251.8K2026-10-13
Pine Haven Investment Counsel, Inc
DECREASED8,8989,108-210-2%$1.8M$2.0M+$209.7K2026-11-02
Briaud Financial Planning Inc
INCREASED8,8898,738+151+2%$1.7M$2.0M+$281.7K2026-10-20
Heartwood Wealth Advisors LLC
DECREASED8,8499,134-285-3%$1.8M$2.0M+$193.3K2026-10-05
Foronjy Financial LLC
INCREASED8,8454,894+3,951+81%$979.2K$2.0M+$1.0M2026-10-14
Pathway Financial Advisors LLC
INCREASED8,8448,784+60+1%$1.7M$2.0M+$308.4K2026-10-07
Asset Allocation Strategies LLC
INCREASED8,8388,569+269+3%$1.7M$2.0M+$303.8K2026-10-20
Pacific Excel Wealth Advisors, Inc.
DECREASED8,82734,193-25,366-74%$6.8M$2.0M-$4.8M2026-10-27
Bryant Woods Investment Advisors, LLC
DECREASED8,8218,860-390%$1.8M$2.0M+$241.8K2026-10-26
Scratch Capital LLC
INCREASED8,7998,490+309+4%$1.7M$2.0M+$310.8K2026-11-02
Echo45 Advisors LLC
INCREASED8,7917,409+1,382+19%$1.5M$2.0M+$525.1K2026-10-07
Aspen Wealth Management LLC
INCREASED8,7786,133+2,645+43%$1.2M$2.0M+$779.8K2026-10-14
Live Oak Private Wealth LLC
INCREASED8,7787,961+817+10%$1.6M$2.0M+$411.8K2026-11-02
Post Resch Tallon Group Inc.
INCREASED8,7528,632+120+1%$1.7M$2.0M+$271.6K2026-10-09
Human Investing LLC
INCREASED8,7414,480+4,261+95%$896.4K$2.0M+$1.1M2026-10-19
Kelman-Lazarov, Inc.
INCREASED8,7345,830+2,904+50%$1.2M$2.0M+$828.2K2026-11-09
Evolution Wealth Management Inc.
DECREASED8,7259,843-1,118-11%$1.9M$2.0M+$118.1K2026-10-28
DiNuzzo Private Wealth, Inc.
DECREASED8,7208,770-50-1%$1.8M$2.0M+$236.7K2026-10-16
Brickley Wealth Management
INCREASED8,7187,399+1,319+18%$1.5M$2.0M+$510.6K2026-11-04
Compton Wealth Advisory Group, LLC
INCREASED8,6901,360+7,330+539%$268.8K$2.0M+$1.7M2026-10-13
Montchanin Asset Management, LLC
INCREASED8,6818,524+157+2%$1.7M$2.0K-$1.7M2026-11-02
S.E.E.D. Planning Group LLC
INCREASED8,6783,128+5,550+177%$625.8K$2.0M+$1.4M2026-10-07
James T. Borello RIA
INCREASED8,6758,359+316+4%$1.7M$2.0M+$308.6K2026-10-16
Joseph Group Capital Management
INCREASED8,6647,809+855+11%$1.6M$2.0M+$416.2K2026-11-04
Bear Mountain Capital, Inc.
DECREASED8,6588,759-101-1%$1.9M$1.9M-$1.1K2026-11-04
Daviman Financial, LLC
INCREASED8,6338,528+105+1%$1.7M$2.0M+$265.1K2026-11-06
Serenity Investment Advisors
DECREASED8,6218,897-276-3%$1.9M$2.0M+$39.5K2026-10-30
Crescent Sterling, Ltd.
DECREASED8,6159,423-808-9%$1.9M$2.0M+$82.0K2026-10-16
Vestia Personal Wealth Advisors
INCREASED8,6048,350+254+3%$1.7M$2.0M+$294.2K2026-10-20
Inman Jager Wealth Management, LLC
DECREASED8,5808,615-350%$1.7M$2.0M+$235.7K2026-11-05
Sage Mountain Advisors LLC
DECREASED8,57116,937-8,366-49%$3.4M$2.0M-$1.4M2026-11-02
Quest 10 Wealth Builders, Inc.
INCREASED8,5586,972+1,586+23%$1.4M$1.9M+$466.4K2026-11-02
Apeiron RIA LLC
DECREASED8,5519,888-1,337-14%$2.0M$2.0M-$4.6K2026-10-08
Freedom Financial Partners LLC
INCREASED8,5236,368+2,155+34%$1.3M$1.9M+$672.3K2026-10-19
Vestor Capital, LLC
INCREASED8,498707+7,791+1102%$62$915+$8532026-11-04
Veery Capital, LLC
INCREASED8,4968,469+27+0%$1.7M$1.9M+$245.7K2026-10-07
Unify Financial Advisors
DECREASED8,4958,882-387-4%$1.8M$1.9M+$162.8K2026-11-03
Matthew Goff Investment Advisor, LLC
INCREASED8,4758,439+36+0%$1.7M$1.9M+$247.0K2026-10-13
Cascade Investment Group, Inc.
DECREASED8,4718,563-92-1%$1.7M$1.9M+$221.2K2026-10-13
Roxbury Financial LLC
INCREASED8,4708,463+7+0%$1.7M$1.9M+$241.0K2026-10-01
DWR Wealth Management, LLC
INCREASED8,4547,986+468+6%$1.6M$1.9M+$363.9K2026-10-13
Swmg, LLC
INCREASED8,4518,087+364+5%$1.7M$1.8M+$80.5K2026-10-23
Mattern Capital Management, LLC
INCREASED8,4318,306+125+2%$1.7M$1.9M+$263.5K2026-11-02
EQ LLC
INCREASED8,4196,419+2,000+31%$1.3M$1.9M+$638.2K2026-11-09
Sankala Group LLC
DECREASED8,4178,493-76-1%$1.9M$1.9M+$74.9K2026-11-09
Welch Financial Planning, LLC
INCREASED8,3705,545+2,825+51%$1.1M$1.9M+$802.0K2026-11-06
William Mack & Associates, Inc.
INCREASED8,3626,903+1,459+21%$1.4M$1.9M+$528.6K2026-10-27
Pettinga Financial Advisors LLC
INCREASED8,3518,098+253+3%$1.6M$1.9M+$286.9K2026-10-13
Tableaux LLC
INCREASED8,3432,097+6,246+298%$419.6K$1.9M+$1.5M2026-10-23
Leonard Rickey Investment Advisors P.L.L.C.
INCREASED8,3167,802+514+7%$1.6M$1.9M+$338.1K2026-10-29
Thoma Capital Management LLC
DECREASED8,2778,639-362-4%$1.7M$1.9M+$161.7K2026-10-19
Worthington Financial Partners, LLC
INCREASED8,2678,260+7+0%$1.7M$1.9M+$235.4K2026-10-13
Meriwether Wealth & Planning, LLC
DECREASED8,2648,528-264-3%$1.7M$1.9M+$181.0K2026-10-13
Fell Capital Management
DECREASED8,2618,522-261-3%$1.7M$1.9M+$181.5K2026-10-09
Macro Advisors, Inc.
INCREASED8,2508,096+154+2%$1.6M$1.9M+$264.4K2026-11-09
Grange Capital, LLC
DECREASED8,2448,282-380%$1.7M$1.9M+$225.6K2026-10-20
Towercrest Capital Management
DECREASED8,2188,696-478-5%$1.7M$1.9M+$136.8K2026-10-23
Dala Group, LLC
INCREASED8,2177,673+544+7%$1.5M$1.9M+$341.5K2026-10-29
Lavelle Capital LP
DECREASED8,2119,341-1,130-12%$1.9M$1.9M+$6.2K2026-11-03
Cutler Investment Counsel LLC
INCREASED8,2078,158+49+1%$1.6M$1.9M+$243.9K2026-10-28
Hubbell Strickland Wealth Management, LLC
UNCHANGED8,1938,19300%$1.6M$1.9M+$231.8K2026-10-29
Ackerman Capital Advisors, LLC
INCREASED8,1821,350+6,832+506%$270.1K$1.9M+$1.6M2026-10-30
Sentry LLC
UNCHANGED8,1818,18100%$1.6M$1.9M+$231.4K2026-10-30
Randall & Associates Wealth Management
INCREASED8,1767,722+454+6%$1.5M$1.9M+$322.1K2026-10-20
Wealth Intelligence, LLC
DECREASED8,1648,384-220-3%$1.7M$1.9M+$186.9K2026-10-16
Elevated Financial Group LLC
DECREASED8,1629,302-1,140-12%$1.9M$1.9M+$2.8K2026-10-16
Wulff, Hansen & Co.
DECREASED8,1508,304-154-2%$1.7M$1.9M+$199.8K2026-11-09
Family Investment Center, Inc.
INCREASED8,1346,923+1,211+17%$1.4M$1.9M+$472.5K2026-10-19
Helium Advisors LLC
DECREASED8,12512,854-4,729-37%$2.6M$1.9M-$716.4K2026-10-23
Southern Financial Group, LLC
INCREASED8,1126,600+1,512+23%$1.3M$1.9M+$532.0K2026-10-30
Wagner Wealth Management, Corp
DECREASED8,0709,947-1,877-19%$2.0M$1.8M-$147.3K2026-10-20
Maryland Capital Advisors Inc.
UNCHANGED8,0548,05400%$1.6M$1.8M+$227.8K2026-10-15
PPS&V Asset Management Consultants, Inc.
DECREASED8,0508,226-176-2%$1.6M$1.8M+$192.5K2026-10-06
Cyr Financial Inc.
INCREASED8,0207,612+408+5%$1.5M$1.8M+$308.5K2026-10-16
Paulson Wealth Management Inc.
DECREASED8,0048,437-433-5%$1.7M$1.8M+$139.8K2026-11-02
Roth Financial Partners LLC
UNCHANGED8,0008,00000%$1.6M$1.8M+$226.3K2026-10-06
Phraction Management LLC
UNCHANGED8,0008,00000%$1.6M$1.8M+$226.3K2026-10-14
LB Partners LLC
UNCHANGED8,0008,00000%$1.6M$1.8M+$226.3K2026-11-05
Oath Planning, LLC
INCREASED7,9855,313+2,672+50%$1.1M$1.8M+$760.6K2026-10-20
Outfitters Financial LLC
INCREASED7,9857,485+500+7%$1.5M$1.8M+$325.9K2026-10-23
Objective Capital Management, LLC
UNCHANGED7,9807,98000%$1.6M$1.8M+$225.8K2026-10-13
Collaborative Capital Advisors LLC
INCREASED7,9606,460+1,500+23%$1.3M$1.8M+$527.3K2026-11-06
Copper Harbor Investment Advisors, LLC
INCREASED7,9467,325+621+8%$1.5M$1.8M+$349.1K2026-10-16
Guardian Financial Partners, LLC
INCREASED7,9245,799+2,125+37%$1.2M$1.8M+$649.4K2026-11-04
Rodgers & Associates, LTD
INCREASED7,9107,876+34+0%$1.6M$1.8M+$230.6K2026-10-20
ATX Financial Planning, LLC
DECREASED7,8999,613-1,714-18%$1.9M$1.8M-$119.5K2026-10-14
Michels Family Financial, LLC
INCREASED7,8967,821+75+1%$1.6M$1.8M+$238.4K2026-11-02
Key Capital Management, Inc
INCREASED7,8504,600+3,250+71%$920.4K$1.8M+$839.3K2026-11-03
Alliance Wealth Management Group
DECREASED7,8488,326-478-6%$1.7M$1.8M+$126.4K2026-10-29
Valued Retirements, Inc.
INCREASED7,8297,603+226+3%$1.5M$1.8M+$266.7K2026-11-06
Waller Financial Planning Group, Inc
INCREASED7,8046,142+1,662+27%$1.2M$1.8M+$553.3K2026-10-07
Financial Symmetry Inc
DECREASED7,8047,825-210%$1.6M$1.8M+$216.6K2026-10-06
Cherry Tree Wealth Management, LLC
DECREASED7,8018,163-362-4%$1.6M$1.8M+$148.1K2026-10-15
Kelsey Financial, LLC
DECREASED7,7897,790-10%$1.6M$1.8M+$220.2K2026-10-28
Watchman Group, Inc.
INCREASED7,7821,897+5,885+310%$379.5K$1.8M+$1.4M2026-10-16
Letson Investment Management, Inc.
INCREASED7,7817,637+144+2%$1.5M$1.8M+$248.9K2026-11-05
Braun-Bostich & Associates Inc.
INCREASED7,7777,633+144+2%$1.5M$1.8M+$248.8K2026-10-20
Bay Capital Advisors, LLC
DECREASED7,7758,551-776-9%$1.7M$1.8M+$64.7K2026-10-16
Thompson Davis & Co., Inc.
DECREASED7,7559,420-1,665-18%$1.9M$1.8M-$113.8K2026-11-05
Split Rock Private Trading & Wealth Management, LLC
INCREASED7,7437,731+12+0%$1.5M$1.8M+$221.4K2026-10-15
ZynergyRetirementPlanningLLC
DECREASED7,7379,648-1,911-20%$1.9M$1.8M-$163.5K2026-10-08
Capital Management Associates, Inc
INCREASED7,7337,659+74+1%$1.5M$1.8M+$233.6K2026-10-20
Hibernia Wealth Partners, LLC
INCREASED7,7265,159+2,567+50%$1.0M$1.8M+$732.2K2026-10-29
Sather Financial Group Inc
INCREASED7,7147,557+157+2%$1.5M$1.8M+$249.8K2026-10-30
Penobscot Wealth Management
DECREASED7,7088,068-360-4%$1.6M$1.8M+$145.9K2026-10-21
Corrado Advisors, LLC
DECREASED7,6907,790-100-1%$1.6M$1.8M+$197.5K2026-10-27
KW Wealth Management LLC
NEW7,680—+7,680——$1.8M—2026-10-28
Keener Financial Planning LLC
INCREASED7,6767,242+434+6%$1.4M$1.8M+$304.1K2026-11-06
CJM Wealth Advisers, Ltd.
DECREASED7,6739,725-2,052-21%$1.9M$1.8M-$193.6K2026-10-27
Phoenix Wealth Advisors
INCREASED7,6667,104+562+8%$1.4M$1.8M+$329.3K2026-11-03
Spectrum Wealth Advisory Group, LLC
INCREASED7,6497,008+641+9%$1.4M$1.7M+$344.6K2026-10-29
Addison Advisors LLC
INCREASED7,6487,325+323+4%$1.5M$1.7M+$281.1K2026-11-06
Wealth Group Ltd
DECREASED7,64211,738-4,096-35%$2.3M$1.8M-$560.7K2026-10-07
Townsend & Associates, Inc
INCREASED7,6416,586+1,055+16%$1.3M$1.6M+$297.4K2026-10-23
Alliance Wealth Advisors, LLC
DECREASED7,6388,382-744-9%$1.7M$1.7M+$67.2K2026-10-14
Lake Hills Wealth Management, LLC
INCREASED7,6257,425+200+3%$1.5M$1.7M+$255.7K2026-10-07
Shakespeare Wealth Management, LLC
INCREASED7,6057,561+44+1%$1.5M$1.7M+$223.9K2026-10-28
W.H. Cornerstone Investments Inc.
INCREASED7,5667,220+346+5%$1.4M$1.7M+$283.2K2026-11-03
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
INCREASED7,5507,140+410+6%$1.4M$1.7M+$295.6K2026-11-06
Saxon Interests, Inc.
DECREASED7,52943,314-35,785-83%$8.7M$1.7M-$6.9M2026-10-26
John G Ullman & Associates Inc
INCREASED7,5146,514+1,000+15%$1.3M$1.7M+$412.7K2026-11-04
Disciplined Equity Management, Inc.
UNCHANGED7,5077,50700%$1.5M$1.7M+$212.4K2026-10-14
Integrated Wealth Management
DECREASED7,5047,548-44-1%$1.5M$1.7M+$203.5K2026-10-19
Mariner Investment Group LLC
NEW7,500—+7,500——$1.7M—2026-11-04
TrueMark Investments, LLC
DECREASED7,4987,615-117-2%$1.5M$1.7M+$188.7K2026-11-05
Stirlingshire Investments, Inc.
INCREASED7,4737,455+18+0%$1.5M$1.7M+$217.0K2026-11-05
Tenon Financial LLC
INCREASED7,4697,180+289+4%$1.4M$1.7M+$269.1K2026-10-14
Pecaut & Co.
INCREASED7,4567,391+65+1%$1.5M$1.7M+$223.9K2026-10-27
Carson Advisory Inc.
INCREASED7,4467,365+81+1%$1.5M$1.7M+$226.9K2026-11-06
Flower City Capital
DECREASED7,4257,430-50%$1.5M$1.7M+$210.9K2026-10-15
HMV Wealth Advisors, LLC
INCREASED7,4216,516+905+14%$1.3M$1.7M+$391.0K2026-10-27
LifePlan Financial, LLC
INCREASED7,4113,819+3,592+94%$764.1K$1.7M+$943.9K2026-10-13
Liberty Atlantic Advisors LLC
INCREASED7,3873,019+4,368+145%$604.0K$1.7M+$1.1M2026-10-14
Invested Advisors
DECREASED7,3817,512-131-2%$1.5M$1.7M+$182.6K2026-10-23
Storen Legacy Partners, LLC
DECREASED7,3577,448-91-1%$1.5M$1.7M+$189.9K2026-11-09
Verity & Verity, LLC
INCREASED7,3347,107+227+3%$1.4M$1.7M+$252.9K2026-10-23
Burkett Financial Services, LLC
INCREASED7,3295,214+2,115+41%$1.0M$1.7M+$630.5K2026-10-01
Pembroke Management, LTD
INCREASED7,3257,016+309+4%$1.4M$1.7M+$269.1K2026-10-21
ARK & TLK Investments, LLC
INCREASED7,3167,129+187+3%$1.4M$1.7M+$244.4K2026-10-20
Pilgrim Partners Asia Pte Ltd
DECREASED7,29016,420-9,130-56%$3.3M$1.7M-$1.6M2026-10-29
Cypress Capital, LLC
INCREASED7,2837,086+197+3%$1.4M$1.7M+$245.5K2026-10-20
Northern Capital Management, Inc.
DECREASED7,2447,289-45-1%$1.5M$1.7M+$195.9K2026-11-05
Impact Investors, Inc
DECREASED7,21814,358-7,140-50%$2.9M$1.6M-$1.2M2026-11-02
Spectrum Advisors, Inc.
INCREASED7,2156,603+612+9%$1.3M$1.6M+$326.6K2026-11-03
MFA Wealth Services
DECREASED7,2137,272-59-1%$1.5M$1.6M+$192.2K2026-10-14
West Bancorporation Inc
DECREASED7,2047,251-47-1%$1.5M$1.6M+$194.4K2026-10-29
SwitchPoint Financial Planning, LLC
INCREASED7,1936,915+278+4%$1.4M$1.6M+$259.1K2026-11-02
Provident Living Financial Services, Inc.
INCREASED7,1897,175+14+0%$1.4M$1.5M+$35.5K2026-11-03
Eleva Capital SAS
DECREASED7,17952,002-44,823-86%$9.1M$1.6M-$7.4M2026-10-06
Raab & Moskowitz Asset Management LLC
INCREASED7,1617,090+71+1%$1.4M$1.6M+$216.8K2026-11-02
Howard Wealth Management, LLC
DECREASED7,1037,113-100%$1.4M$1.6M+$198.9K2026-10-28
Retirement Investment Advisors, Inc.
UNCHANGED7,1017,10100%$1.4M$1.6M+$176.5K2026-10-22
Horizon Financial Services, LLC
INCREASED7,0736,565+508+8%$1.3M$1.6M+$301.7K2026-11-04
Squire Investment Management Company, LLC
INCREASED7,0486,115+933+15%$1.2M$1.6M+$386.1K2026-11-03
Kickstand Ventures, Llc.
INCREASED7,0465,396+1,650+31%$1.1M$1.6M+$529.5K2026-11-09
Firestone Capital Management
DECREASED7,0437,243-200-3%$1.4M$1.6M+$159.2K2026-11-03
Foundry Financial Group, Inc.
INCREASED7,0346,506+528+8%$1.3M$1.6M+$304.6K2026-10-28
Investment Planning Advisors, Inc.
INCREASED7,0296,240+789+13%$1.2M$1.6M+$356.8K2026-10-14
Barnes Wealth Management Group, Inc
INCREASED7,0216,887+134+2%$1.4M$1.6M+$225.4K2026-11-09
Valtinson Bruner Financial Planning LLC
DECREASED7,0167,172-156-2%$1.4M$1.6M+$167.3K2026-11-02
Gross & Hartman Investments LLC
DECREASED6,9977,668-671-9%$1.5M$1.6M+$63.9K2026-11-10
Sonata Capital Group Inc
DECREASED6,9797,781-802-10%$1.6M$1.6M+$36.9K2026-10-19
City Center Advisors, LLC
DECREASED6,9667,469-503-7%$1.5M$1.6M+$96.4K2026-10-08
Wallace Hart LLC
INCREASED6,9596,736+223+3%$1.3M$1.6M+$241.5K2026-11-09
Chris Bulman Inc
INCREASED6,9536,467+486+8%$1.3M$1.6M+$294.0K2026-10-20
SC&H Financial Advisors, Inc.
DECREASED6,9469,042-2,096-23%$1.8M$1.6M-$222.8K2026-10-14
Friday Financial
INCREASED6,9224,891+2,031+42%$963.3K$1.6M+$634.8K2026-10-09
McGrath & Associates, Inc.
NEW6,920—+6,920——$1.6M—2026-10-27
BankPlus Wealth Management LLC
DECREASED6,9097,653-744-10%$1.5M$1.6M+$46.5K2026-10-13
First Bancorp, Inc
DECREASED6,8947,188-294-4%$1.4M$1.6M+$136.2K2026-10-26
Sard Wealth Management Group, LLC
DECREASED6,8837,369-486-7%$1.5M$1.6M+$97.5K2026-10-16
Ariston Services Group
INCREASED6,8806,008+872+15%$1.2M$1.6M+$369.1K2026-10-16
CMG Global Holdings, LLC
DECREASED6,8796,897-180%$1.4M$1.6M+$191.1K2026-10-14
Investors Research Corp
INCREASED6,8446,655+189+3%$1.3M$1.6M+$231.4K2026-10-07
tru Independence LLC
INCREASED6,8435,975+868+15%$1.2M$1.6M+$367.3K2026-10-20
City of London Investment Management Co LTD
DECREASED6,838442,930-436,092-98%$88.6M$1.6M-$87.1M2026-10-30
Hudson Capital Management LLC
INCREASED6,8346,796+38+1%$1.4M$1.6M+$200.9K2026-10-20
FF Advisors,LLC
DECREASED6,8276,829-20%$1.4M$1.6M+$192.7K2026-10-21
Virtus Advisers, LLC
DECREASED6,8247,022-198-3%$1.4M$1.6M+$153.4K2026-11-09
Turner Financial Group, Inc.
DECREASED6,8157,673-858-11%$1.5M$1.6M+$21.1K2026-11-09
Winnacle Wealth LLC
INCREASED6,8035,820+983+17%$1.2M$1.6M+$389.1K2026-10-15
Advocate Investing Services LLC
INCREASED6,7936,779+14+0%$1.4M$1.6M+$195.0K2026-10-26
Sterling Wealth Management, Inc.
INCREASED6,7715,998+773+13%$1.2M$1.5M+$346.2K2026-10-23
Cambridge Financial Group, LLC
UNCHANGED6,7696,76900%$1.4M$1.4M$02026-10-06
Orin Green Financial, LLC
DECREASED6,7637,173-410-6%$1.4M$1.5M+$109.4K2026-10-19
Defined Wealth Management, LLC
INCREASED6,7536,120+633+10%$1.2M$1.5M+$317.7K2026-10-19
Shira Ridge Wealth Management
DECREASED6,7426,892-150-2%$1.4M$1.5M+$160.7K2026-10-09
Wealthstar Advisors, LLC
DECREASED6,7246,845-121-2%$1.4M$1.5M+$166.0K2026-10-19
Total Investment Management Inc
DECREASED6,7217,268-547-8%$1.5M$1.5M+$75.9K2026-10-22
Eubel Brady & Suttman Asset Management Inc
INCREASED6,7156,615+100+2%$1.3M$1.5K-$1.3M2026-11-04
Legacy Solutions, LLC
DECREASED6,7117,593-882-12%$1.5M$1.5M+$13.4K2026-10-07
Cranbrook Wealth Management, LLC
INCREASED6,7026,603+99+2%$1.3M$1.5M+$209.4K2026-10-28
Atlas Private Wealth Advisors
INCREASED6,6916,576+115+2%$1.3M$1.5M+$212.3K2026-10-23
Wavvest Wealth LLC
NEW6,676—+6,676——$1.5M—2026-10-21
Carlton Hofferkamp & Jenks Wealth Management, LLC
DECREASED6,6766,816-140-2%$1.4M$1.4M-$2352026-10-21
Castleview Partners, LLC
DECREASED6,6619,147-2,486-27%$1.8M$1.5M-$309.0K2026-10-09
Formulate Financial LLC
INCREASED6,6526,080+572+9%$1.2M$1.5M+$302.6K2026-11-09
Montis Financial, LLC
INCREASED6,6335,531+1,102+20%$1.1M$1.5M+$408.2K2026-11-04
Opus Financial Solutions LLC
DECREASED6,62814,217-7,589-53%$2.8M$1.5M-$1.3M2026-11-06
Blvd Private Wealth, LLC
INCREASED6,6236,435+188+3%$1.3M$1.5M+$224.9K2026-10-14
Ceera Investments, LLC
INCREASED6,6215,985+636+11%$1.2M$1.5M+$314.6K2026-11-02
Praetorian Wealth Management, Inc.
INCREASED6,6156,549+66+1%$1.3M$1.5M+$200.3K2026-10-16
Southern Capital Advisors, LLC
DECREASED6,6136,618-50%$1.3M$1.5M+$186.1K2026-10-26
Green Alpha Advisors, LLC
INCREASED6,6106,001+609+10%$1.2M$1.5M+$308.9K2026-10-08
Hendley & Co Inc
UNCHANGED6,5956,59500%$1.3K$1.5K+$1862026-10-29
Turning Point Benefit Group, Inc.
DECREASED6,57710,435-3,858-37%$2.1M$1.5M-$564.4K2026-10-28
Seek First Inc.
UNCHANGED6,5766,57600%$1.3M$1.5M+$186.0K2026-10-27
Diversified Portfolios, Inc.
INCREASED6,5746,326+248+4%$1.3M$1.5M+$235.6K2026-11-04
Financial Freedom, LLC
DECREASED6,5686,893-325-5%$1.4M$1.5M+$120.8K2026-11-06
KG Capital Management
INCREASED6,5635,918+645+11%$1.2M$1.5M+$314.7K2026-10-15
Bay Harbor Wealth Management, LLC
INCREASED6,5496,346+203+3%$1.3M$1.5M+$227.5K2026-11-03
Safe Harbor Family Capital, LLC
DECREASED6,5437,230-687-9%$1.4M$1.5M+$47.6K2026-11-09
Northland Securities, Inc.
DECREASED6,4906,776-286-4%$1.4M$1.5M+$126.4K2026-11-02
Nvest Wealth Strategies, Inc.
UNCHANGED6,4796,47900%$1.3M$1.5M+$183.3K2026-10-14
Ironwood Financial, llc
INCREASED6,4716,353+118+2%$1.3M$1.5M+$184.8K2026-10-20
Shearwater Capital LLC
UNCHANGED6,4716,47100%$1.3M$1.5M+$183.1K2026-10-13
Parkshore Wealth Management, Inc.
DECREASED6,4646,701-237-4%$1.3M$1.5M+$135.5K2026-10-13
IFC & Insurance Marketing, Inc.
DECREASED6,4526,495-43-1%$1.3M$1.5M+$173.9K2026-10-16
Beaumont Asset Management, L.L.C.
INCREASED6,4274,757+1,670+35%$951.9K$1.5M+$516.0K2026-10-16
Walleye Partners, LLC
INCREASED6,4216,394+27+0%$1.3M$1.5M+$187.1K2026-10-13
GreatBanc Trust Co
INCREASED6,4176,280+137+2%$1.3M$1.5M+$208.9K2026-11-04
Cordgrass Capital Advisors, LLC
DECREASED6,4146,514-100-2%$1.3M$1.5M+$161.4K2026-10-30
Clearview Wealth Management LLC
DECREASED6,4087,371-963-13%$1.5M$1.5M-$10.5K2026-10-16
Oasis Advisors, LLC
NEW6,400—+6,400——$1.5M—2026-10-16
Bond & Devick Financial Network, Inc.
UNCHANGED6,3706,37000%$1.3M$1.5M+$180.2K2026-10-23
Cornerstone Advisors Asset Management, LLC
INCREASED6,3684,502+1,866+41%$900.8K$1.5M+$553.5K2026-11-06
Midwest Capital Advisors, LLC
INCREASED6,3676,320+47+1%$1.3M$1.5M+$189.5K2026-11-04
Radnor Capital Management, LLC
INCREASED6,3621,007+5,355+532%$201.5K$1.5M+$1.3M2026-10-23
Hutchinson Capital Management
INCREASED6,3575,884+473+8%$1.2M$1.5M+$274.5K2026-11-09
Prosperity Advisers, LLC
DECREASED6,3457,049-704-10%$1.4M$1.5M+$40.2K2026-10-28
RS Crum Inc.
INCREASED6,3446,193+151+2%$1.2M$1.4M+$209.6K2026-10-19
Sugar Maple Asset Management, LLC
INCREASED6,3375,975+362+6%$1.2M$1.4M+$251.7K2026-10-13
Willow Creek Capital Management, Inc.
INCREASED6,3305,958+372+6%$1.2M$1.4M+$253.5K2026-11-10
Howard Bailey Securities, LLC
DECREASED6,3208,438-2,118-25%$1.7M$1.4M-$245.0K2026-10-27
Tufton Capital Management
DECREASED6,3206,710-390-6%$1.3M$1.4K-$1.3M2026-10-20
Dixon Fnancial Services, Inc.
INCREASED6,3126,226+86+1%$1.2M$1.4M+$195.7K2026-10-23
AAF Wealth Management, LLC
INCREASED6,3035,995+308+5%$1.2M$1.4M+$239.9K2026-10-28
Grant Street Asset Management, Inc.
INCREASED6,3005,536+764+14%$1.1M$1.4M+$331.1K2026-10-26
marrick wealth, LLC
DECREASED6,2756,594-319-5%$1.3M$1.4M+$113.6K2026-10-20
Carnegie Lake Advisors LLC
INCREASED6,2686,053+215+4%$1.2M$1.4M+$220.3K2026-11-06
Bauman Advisory Group, LLC
DECREASED6,2556,915-660-10%$1.4M$1.4M+$44.9K2026-10-29
Innova Wealth Partners
INCREASED6,2505,713+537+9%$1.1M$1.4M+$284.2K2026-10-21
Sound Financial Strategies Group, LLC
DECREASED6,2416,289-48-1%$1.3M$1.4M+$167.0K2026-10-30
Cedar Point Capital Partners, LLC
INCREASED6,2316,201+30+0%$1.2M$1.4M+$182.3K2026-10-29
Wellment Financial
INCREASED6,2285,846+382+7%$1.2M$1.4M+$252.7K2026-10-28
Baker Chad R
UNCHANGED6,2256,22500%$1.2M$1.4M+$176.1K2026-10-22
Stage Harbor Financial, LLC
INCREASED6,2105,230+980+19%$1.0M$1.4M+$371.8K2026-11-03
Tandem Investment Partners LLC
INCREASED6,2056,191+14+0%$1.2M$1.4M+$178.3K2026-10-16
Durante & Waters, LLC
DECREASED6,1956,277-82-1%$1.3M$1.4M+$158.8K2026-10-28
Catalyst Investment Management LLC
DECREASED6,1926,292-100-2%$1.3M$1.4M+$155.1K2026-10-21
SBE LLC DBA Cedar Cove Wealth Partners
DECREASED6,1756,184-90%$1.2M$1.4M+$172.9K2026-10-15
GEM Asset Management, LLC
INCREASED6,1745,040+1,134+23%$1.0M$1.4M+$401.6K2026-10-13
Allen Mooney & Barnes Investment Advisors LLC
DECREASED6,1716,292-121-2%$1.3M$1.4M+$150.6K2026-10-08
Plante Moran Financial Advisors, LLC
INCREASED6,1705,377+793+15%$1.1M$1.4M+$333.1K2026-11-04
Integrated Capital Management, LLC
DECREASED6,1696,304-135-2%$1.3M$1.4M+$147.5K2026-10-23
Equita Financial Network, Inc.
DECREASED6,1576,289-132-2%$1.3M$1.4M+$147.8K2026-10-19
MKT Advisors LLC
DECREASED6,1497,961-1,812-23%$1.6M$1.4M-$150.5K2026-10-20
Marshall & Sterling Wealth Advisors Inc.
INCREASED6,1476,124+23+0%$1.2M$1.4M+$178.5K2026-10-28
Mokosak Advisory Group, LLC
INCREASED6,1426,072+70+1%$1.2M$1.4M+$188.0K2026-10-20
APS Management Group, Inc.
DECREASED6,1406,162-220%$1.2M$1.4M+$169.3K2026-10-14
Trevian Wealth Management LLC
INCREASED6,1235,551+572+10%$1.1M$1.4M+$287.7K2026-11-09
Financial Life Advisors
INCREASED6,1191,110+5,009+451%$222.1K$1.4M+$1.2M2026-10-14
ShoreHaven Wealth Partners, LLC
INCREASED6,1045,772+332+6%$1.2M$1.4M+$239.0K2026-10-16
Reik & Co., LLC
UNCHANGED6,1006,10000%$1.2M$1.4M+$172.6K2026-10-27
Graves Light Lenhart Wealth, Inc.
DECREASED6,0946,204-110-2%$1.2M$1.4M+$150.4K2026-10-09
Stronghold Wealth Management L.L.C.
INCREASED6,0845,788+296+5%$1.2M$1.4M+$231.3K2026-10-16
Sollinda Capital Management LLC
DECREASED6,0676,911-844-12%$1.4M$1.4M+$2.9K2026-11-09
Colorado Capital Management, Inc.
INCREASED6,0615,774+287+5%$1.2K$1.4K+$2292026-10-15
Prossimo Advisors, LLC
DECREASED6,0576,124-67-1%$1.2M$1.4M+$157.9K2026-11-09
Kure Advisory, LLC
INCREASED6,0456,007+38+1%$1.2M$1.4M+$178.6K2026-10-08
Van Cleef Asset Management,Inc
UNCHANGED6,0406,04000%$1.2M$1.4M+$170.9K2026-10-20
Williams & Novak Wealth Management, LLC
INCREASED6,0384,539+1,499+33%$908.2K$1.4M+$470.7K2026-10-09
Mraz, Amerine & Associates, Inc.
INCREASED6,0335,220+813+16%$1.0M$1.4M+$333.3K2026-10-30
Littlejohn Financial Services, Inc.
DECREASED6,0237,738-1,715-22%$1.5M$1.4M-$172.8K2026-11-06
Integrity Wealth Advisors, Inc.
NEW6,013—+6,013——$1.4M—2026-10-29
A4 Wealth Advisors LLC
INCREASED6,0105,669+341+6%$1.1M$1.4M+$238.2K2026-10-20
Mascoma Wealth Management LLC
DECREASED6,0046,021-170%$1.2M$1.4M+$166.5K2026-10-23
Laurion Capital Management LP
NEW6,003—+6,003——$1.4M—2026-10-30
Cherokee Insurance Co
UNCHANGED6,0006,00000%$1.2M$1.4M+$169.7K2026-11-05
Boit C F David
UNCHANGED6,0006,00000%$1.2M$1.4M+$169.7K2026-10-29
WealthCare Investment Partners, LLC
DECREASED5,9958,733-2,738-31%$1.7M$1.4M-$378.3K2026-11-05
Matrix Asset Advisors Inc
DECREASED5,9706,090-120-2%$1.2M$1.4M+$144.9K2026-10-13
Long Island Wealth Management, Inc.
INCREASED5,9554,705+1,250+27%$941.4K$1.4M+$418.6K2026-10-20
SpringVest Wealth Management LLC
INCREASED5,9544,915+1,039+21%$983.5K$1.4M+$376.3K2026-10-27
CPA Asset Management Group, LLC
DECREASED5,9496,037-88-1%$1.2M$1.4M+$150.7K2026-10-26
Patrick M Sweeney & Associates, Inc
INCREASED5,9415,403+538+10%$1.1M$1.4M+$275.7K2026-10-22
New Harbor Financial Group, LLC
DECREASED5,9317,916-1,985-25%$1.6M$1.4M-$229.4K2026-10-22
Bank & Trust Co
DECREASED5,9156,389-474-7%$1.3M$1.4M+$72.5K2026-10-07
Clear Investment Research, LLC
DECREASED5,9105,931-210%$1.2M$1.3M+$163.0K2026-11-06
Cornerstone Wealth, LLC
UNCHANGED5,8975,89700%$1.3M$1.2M-$9.1K2026-10-28
Financial Network Wealth Advisors LLC
INCREASED5,8875,636+251+4%$1.1M$1.3M+$216.8K2026-10-28
Wilkins Investment Counsel Inc
UNCHANGED5,8455,84500%$1.2M$1.3M+$165.4K2026-11-03
Split Creek LLC DBA Split Creek Capital LLC
INCREASED5,8305,733+97+2%$1.1M$1.3M+$184.3K2026-11-02
Signature Resources Capital Management, LLC
INCREASED5,8293,481+2,348+67%$696.4K$1.3M+$634.8K2026-10-16
Beirne Wealth Consulting Services, LLC
INCREASED5,8255,770+55+1%$1.2M$1.3M+$177.1K2026-10-19
Henderson Brothers Financial Partners, LLC
INCREASED5,8225,421+401+7%$1.1M$1.3M+$244.9K2026-11-03
Targeted Financial Services LLC
UNCHANGED5,8165,81600%$1.2M$1.3M+$164.5K2026-10-19
Weil Company, Inc.
DECREASED5,8145,865-51-1%$1.2M$1.3M+$154.4K2026-10-14
AF Advisors, Inc.
UNCHANGED5,7945,79400%$1.2M$1.3M+$163.9K2026-11-06
Stonehaven Wealth & TAX Solutions, LLC
INCREASED5,7825,318+464+9%$1.1M$1.3M+$256.4K2026-10-22
Macroview Investment Management LLC
INCREASED5,7745,063+711+14%$1.0M$1.3M+$305.6K2026-10-26
Guidance Capital, Inc
DECREASED5,7736,368-595-9%$1.3M$1.2M-$154.1K2026-11-03
Hanson & Doremus Investment Management
INCREASED5,7725,396+376+7%$1.1M$1.3K-$1.1M2026-10-16
Lifelong Wealth Advisors, Inc.
INCREASED5,7665,568+198+4%$1.1M$1.3M+$202.7K2026-10-19
Level Financial Advisors
DECREASED5,7656,127-362-6%$1.2M$1.3M+$90.7K2026-10-13
SRH Advisors, LLC
UNCHANGED5,7655,76500%$1.2M$1.3M+$163.1K2026-10-22
Red Spruce Capital, LLC
UNCHANGED5,7515,75100%$1.2M$1.3M+$162.7K2026-10-07
Bradyco, Inc.
UNCHANGED5,7505,75000%$1.2M$1.3M+$162.7K2026-11-03
Andina Capital Management, LLC
INCREASED5,7325,320+412+8%$1.1M$1.3M+$244.6K2026-10-21
Tull Financial Group, Inc.
DECREASED5,7286,174-446-7%$1.2M$1.3M+$72.8K2026-11-05
Gould Asset Management LLC
INCREASED5,7275,680+47+1%$1.1M$1.3M+$171.4K2026-11-06
Aventus Investment Advisors, Inc.
INCREASED5,6975,675+22+0%$1.1M$1.3M+$165.6K2026-10-09
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED5,68035,346-29,666-84%$7.1M$1.3M-$5.8M2026-10-14
Teza Capital Management LLC
DECREASED5,6636,715-1,052-16%$1.3M$1.3M-$50.3K2026-10-23
TPG Advisors LLC
DECREASED5,6515,826-175-3%$1.2M$1.3M+$124.8K2026-10-16
Ridgeline Wealth Planning, LLC
INCREASED5,6334,496+1,137+25%$899.6K$1.3M+$386.9K2026-10-29
Willow Creek Wealth Management Inc.
INCREASED5,6265,598+28+1%$1.1M$1.3M+$164.8K2026-10-26
Well Done, LLC
INCREASED5,6165,254+362+7%$1.1M$1.3M+$231.3K2026-10-20
Financial Guidance Group, Inc.
INCREASED5,6025,284+318+6%$1.1M$1.3M+$222.1K2026-10-21
Prism Planning Partners LLC
INCREASED5,5955,578+17+0%$1.1M$1.3M+$161.7K2026-10-27
Define Financial, LLC
INCREASED5,5945,498+96+2%$1.1M$1.3M+$177.4K2026-10-14
Bayshore Asset Management, LLC
INCREASED5,5935,310+283+5%$1.1M$1.3M+$203.3K2026-11-03
Chapman Financial Group, LLC
UNCHANGED5,5765,57600%$1.1M$1.3M+$157.7K2026-10-26
Thryve Wealth Management LLC
INCREASED5,5665,408+158+3%$1.1M$1.3M+$189.1K2026-10-09
RMG Wealth Management LLC
INCREASED5,5625,550+12+0%$1.2M$1.2M-$62.2K2026-10-26
Strid Group, LLC
INCREASED5,5565,235+321+6%$1.0M$1.3M+$221.4K2026-10-28
Investment Management Corp
INCREASED5,5545,378+176+3%$1.1M$1.3M+$192.3K2026-11-03
Invariant Investment Management
INCREASED5,5415,535+6+0%$1.1M$1.3M+$213.9K2026-10-08
Rasp Wealth Solutions, LLC
INCREASED5,5343,586+1,948+54%$717.5K$1.3M+$546.3K2026-11-06
Gruss & Co., LLC
DECREASED5,5006,500-1,000-15%$1.3M$1.3M-$44.5K2026-11-02
Capital Planning LLC
INCREASED5,4784,166+1,312+31%$833.6K$1.3M+$418.9K2026-10-09
Eclectic Associates Inc
DECREASED5,4775,516-39-1%$1.1M$1.3M+$147.1K2026-10-09
Gallacher Capital Management LLC
INCREASED5,4744,445+1,029+23%$889.5K$1.3M+$360.6K2026-10-30
Grove Street Fiduciary, LLC
UNCHANGED5,4655,46500%$1.1M$1.2M+$154.6K2026-10-13
Lincoln Capital LLC
DECREASED5,4475,470-230%$1.1M$1.2M+$149.1K2026-10-09
Eagle Harbor Asset Management Inc
INCREASED5,4105,163+247+5%$1.0M$1.2M+$202.5K2026-10-21
Straight Path Wealth Management
INCREASED5,4093,831+1,578+41%$766.6K$1.2M+$468.8K2026-10-23
Kelly Financial Services LLC
INCREASED5,3944,053+1,341+33%$811.0K$1.2M+$420.9K2026-10-20
Burkett Asset Management Ltd
DECREASED5,3905,540-150-3%$1.1M$1.2M+$122.5K2026-10-13
Skyline Advisors, Inc.
INCREASED5,3765,366+10+0%$1.1M$1.2M+$154.1K2026-11-03
Wynn Capital, LLC
INCREASED5,3735,190+183+4%$1.0M$1.2M+$188.6K2026-10-13
Home Federal Bank of Tennessee
INCREASED5,3605,330+30+1%$1.1M$1.2M+$157.6K2026-10-15
Alterna Wealth Management, Inc
DECREASED5,3595,600-241-4%$1.1M$1.2M+$103.4K2026-10-27
OFS Enterprise LLC
INCREASED5,3324,804+528+11%$961.3K$1.2M+$256.5K2026-10-16
Arbor Investment Advisors, LLC
DECREASED5,3276,214-887-14%$1.2M$1.2M-$26.8K2026-10-26
Wernau Asset Management Inc.
INCREASED5,3235,295+28+1%$1.1M$1.2M+$156.2K2026-10-19
Baskin Financial Services Inc.
INCREASED5,3202,670+2,650+99%$534$1.2K+$6812026-10-19
White Lighthouse Investment Management Inc.
INCREASED5,3045,258+46+1%$1.1M$1.2M+$159.3K2026-10-21
Bell & Brown Wealth Advisors, LLC
DECREASED5,2925,459-167-3%$1.1M$1.2M+$116.2K2026-10-16
Torren Management, LLC
INCREASED5,2911,936+3,355+173%$387.3K$1.2M+$821.0K2026-10-29
Riverpoint Wealth Management Holdings, LLC
INCREASED5,2815,271+10+0%$1.1M$1.2M+$151.4K2026-11-09
Seed Wealth Management, Inc.
UNCHANGED5,2805,28000%$1.1M$1.2M+$149.4K2026-10-20
Penbrook Management LLC
DECREASED5,2785,323-45-1%$1.1M$1.2M+$140.3K2026-10-16
HBE Wealth Management, LLC
INCREASED5,2744,793+481+10%$959.0K$1.2M+$245.4K2026-11-06
Delta Capital Management LLC
DECREASED5,2705,880-610-10%$1.2K$1.2K+$272026-10-16
Cdkv Holdings LLC
UNCHANGED5,2515,25100%$1.1M$1.2M+$148.6K2026-10-28
TPG Financial Advisors, LLC
INCREASED5,1845,146+38+1%$1.0M$1.2M+$154.3K2026-11-09
Antonelli Financial Advisors, LLC
DECREASED5,1675,504-337-6%$1.1M$1.2M+$79.0K2026-10-13
Vermillion Wealth Management, Inc.
DECREASED5,1669,558-4,392-46%$1.9M$1.2M-$732.4K2026-10-26
Polaris Investment Advisors, LLC
UNCHANGED5,1505,15000%$1.0M$1.2M+$145.7K2026-10-20
Hofer & Associates. Inc
DECREASED5,14129,245-24,104-82%$5.9M$1.2M-$4.7M2026-10-13
RED Crane Wealth Management, LLC
INCREASED5,1414,240+901+21%$848.4K$1.2M+$325.7K2026-10-14
Future Financial Wealth Managment LLC
DECREASED5,1365,138-20%$1.1M$1.2M+$100.3K2026-10-15
Summit Financial Consulting LLC
INCREASED5,1131,386+3,727+269%$277.3K$1.2M+$890.4K2026-10-15
Integrity Wealth Partners, LLC
NEW5,083—+5,083——$1.2M—2026-10-14
Patrick Mauro Investment Advisor, Inc.
UNCHANGED5,0615,06100%$1.0M$1.2M+$143.2K2026-11-06
Droms Strauss Advisors Inc
DECREASED5,0445,221-177-3%$1.0M$1.2M+$107.3K2026-11-03
Redw Wealth LLC
INCREASED5,0434,940+103+2%$988.4K$1.2M+$163.3K2026-11-02
Flagstone Financial Management
UNCHANGED5,0435,04300%$1.0M$1.2M+$142.7K2026-11-05
Retirement Wealth Solutions LLC
INCREASED5,0314,121+910+22%$824.6K$1.1M+$324.4K2026-10-07
Flagship Capital Management Inc.
INCREASED5,0275,013+14+0%$1.0M$1.1M+$145.0K2026-10-20
Integras Partners LLC
INCREASED5,0115,001+10+0%$1.0M$1.1M+$143.8K2026-10-30
Farrell Financial LLC
UNCHANGED5,0115,01100%$1.0M$1.1M+$141.8K2026-10-16
WMS Group LLC
DECREASED5,0015,057-56-1%$1.0M$1.1M+$130.3K2026-11-06
Praxis Capital Management LLC
UNCHANGED5,0005,00000%$1.0M$1.1M+$141.5K2026-10-16
Hapanowicz & Associates Financial Services, Inc
INCREASED4,9884,978+10+0%$996.0K$1.1M+$143.1K2026-10-29
Tilia Fiduciary Partners, Inc.
INCREASED4,9484,648+300+6%$930.0K$1.1M+$200.0K2026-10-09
Presilium Private Wealth, LLC
INCREASED4,9144,496+418+9%$899.5K$1.1M+$222.6K2026-10-26
Retirement Financial Solutions, LLC
INCREASED4,9093,764+1,145+30%$753.1K$1.1M+$368.0K2026-10-20
Ti-Trust, Inc
UNCHANGED4,9004,90000%$980.4K$1.1M+$138.6K2026-10-21
Correct Capital Wealth Management
DECREASED4,8965,562-666-12%$1.1M$1.1M+$5.3K2026-11-02
Vision Financial Markets LLC
DECREASED4,8955,344-449-8%$1.1M$1.1M+$72.2K2026-10-22
Davis Investment Partners, LLC
INCREASED4,8922,747+2,145+78%$549.6K$1.1M+$567.6K2026-11-05
Sprinkle Financial Consultants LLC
DECREASED4,88510,156-5,271-52%$2.0M$1.1M-$916.5K2026-10-09
Apex Wealth Management, LLC
INCREASED4,8814,562+319+7%$912.8K$1.1M+$201.9K2026-10-20
Omni 360 Wealth, Inc.
INCREASED4,8762,647+2,229+84%$529.6K$1.1M+$583.9K2026-10-13
Quantum Financial Planning Services, Inc.
INCREASED4,8764,405+471+11%$881.4K$1.1M+$232.1K2026-10-14
United Financial Planning Group LLC
DECREASED4,8515,820-969-17%$1.2M$1.1M-$56.7K2026-11-04
Refined Wealth Management
INCREASED4,8474,828+19+0%$966.0K$1.1M+$140.9K2026-10-13
Layline Advisors, LLC
INCREASED4,8394,326+513+12%$865.7K$1.1M+$239.5K2026-11-02
Latko Wealth Management, Ltd.
DECREASED4,8374,942-105-2%$988.9K$1.1M+$115.8K2026-11-09
Juno Financial Group LLC
INCREASED4,8243,838+986+26%$768.0K$1.1M+$333.8K2026-10-27
Financial Designs Corp
INCREASED4,8244,647+177+4%$929.7K$1.1M+$171.9K2026-10-09
PFS Partners, LLC
INCREASED4,8164,375+441+10%$875.3K$1.1M+$224.5K2026-10-21
Towne Trust Company, N.a
UNCHANGED4,8094,80900%$962.2K$1.1M+$136.0K2026-10-28
Dupree Financial Group, LLC
INCREASED4,8074,805+2+0%$961.5K$1.1M+$136.4K2026-10-09
Zenith Solutions, Inc.
INCREASED4,8053,991+814+20%$798.6K$1.1M+$298.9K2026-10-19
True Link Financial Advisors, LLC
DECREASED4,8035,119-316-6%$1.0M$1.1M+$72.6K2026-10-27
DMC Group, LLC
DECREASED4,8005,156-356-7%$1.0M$1.1M+$64.6K2026-10-26
BWM Planning, LLC
INCREASED4,7984,699+99+2%$940.3K$1.1M+$155.6K2026-11-09
Foundation Wealth Management, Llc\pa
INCREASED4,7954,454+341+8%$891.2K$1.1M+$203.9K2026-10-14
Cogent Strategic Wealth LLC
INCREASED4,7784,754+24+1%$951.2K$1.1M+$140.0K2026-10-22
Davis Capital Management
DECREASED4,7764,917-141-3%$983.9K$1.1M+$106.9K2026-10-08
Sincerus Advisory, LLC
INCREASED4,7754,095+680+17%$819.4K$1.1M+$271.1K2026-10-09
Maltin Wealth Management, Inc.
DECREASED4,7535,053-300-6%$1.0M$1.1M+$74.4K2026-10-13
Archer Investment Management, LLC
INCREASED4,7503,987+763+19%$797.7K$1.1M+$287.0K2026-10-13
Wespac Advisors, LLC
INCREASED4,7424,536+206+5%$907.6K$1.1M+$175.4K2026-10-26
Stanich Group LLC
INCREASED4,7424,677+65+1%$935.8K$1.1M+$147.2K2026-10-16
Keenan, LLC
INCREASED4,7323,912+820+21%$782.7K$1.1M+$297.9K2026-10-23
Elevate Wealth Advisory, Inc
INCREASED4,7314,060+671+17%$812.4K$1.1M+$269.3K2026-10-29
Summit Investment Advisory Services, LLC
INCREASED4,7224,712+10+0%$942.9K$1.1M+$135.6K2026-11-03
Verus Financial Partners, Inc.
INCREASED4,7194,293+426+10%$859.1K$1.1M+$218.8K2026-10-29
Main Line Retirement Advisors, LLC
UNCHANGED4,6974,69700%$939.9K$1.1M+$132.9K2026-10-14
Western Financial Corp
DECREASED4,6967,969-3,273-41%$1.6M$1.1M-$522.0K2026-10-14
Highland Financial Advisors, LLC
INCREASED4,6622,659+2,003+75%$532.0K$1.1M+$532.7K2026-10-19
Cascade Wealth Advisors, Inc
INCREASED4,6494,349+300+7%$974.1K$867.8K-$106.3K2026-11-09
O'Brien Greene & Co. Inc
UNCHANGED4,6354,63500%$927.4K$1.1M+$131.1K2026-11-05
DWM Financial Group, Inc.
INCREASED4,6304,121+509+12%$768.5K$1.1M+$288.8K2026-10-28
Optima Capital LLC
DECREASED4,5944,791-197-4%$958.7K$1.0M+$91.3K2026-10-29
Fidato Wealth LLC
NEW4,584—+4,584——$1.0M—2026-10-13
Hurlow Wealth Management Group, Inc.
UNCHANGED4,5814,58100%$916.6K$1.0M+$129.6K2026-10-29
Cedar Mountain Advisors, LLC
INCREASED4,5774,477+100+2%$895.9K$1.0M+$149.5K2026-10-15
Hummer Financial Advisory Services Inc
UNCHANGED4,5764,57600%$915.6K$1.0M+$130.6K2026-10-09
First Security Investment Management, Inc.
DECREASED4,56410,337-5,773-56%$2.1M$1.0M-$1.0M2026-11-05
Shrier Wealth Management, LLC
INCREASED4,5574,507+50+1%$901.8K$1.0M+$138.9K2026-10-20
Veratis Advisors, Inc.
INCREASED4,5544,332+222+5%$866.7K$1.0M+$173.5K2026-11-03
Fairman Group, LLC
INCREASED4,5444,502+42+1%$900.8K$1.0M+$138.1K2026-10-26
Woodward Financial Advisors, Inc.
INCREASED4,5424,094+448+11%$819.2K$1.0M+$218.1K2026-10-19
Peirce Capital Management, LLC
INCREASED4,5383,904+634+16%$781.2K$1.0M+$255.2K2026-10-19
Silverleafe Capital Partners, LLC
DECREASED4,53110,194-5,663-56%$2.0M$1.0M-$1.0M2026-10-02
Madison Park Capital Advisors, LLC
DECREASED4,52712,359-7,832-63%$918.8K$1.0M+$116.3K2026-10-28
Washington Growth Strategies LLC
UNCHANGED4,5264,52600%$905.6K$1.0M+$128.0K2026-10-19
Signet Investment Advisory Group, Inc.
DECREASED4,5214,536-150%$907.6K$1.0M+$124.9K2026-10-30
Clark Wealth Partners
INCREASED4,4923,836+656+17%$767.6K$1.0M+$259.4K2026-10-19
Guardian Wealth Management, Inc.
INCREASED4,4902,754+1,736+63%$551.1K$1.0M+$474.4K2026-10-30
Councilor Wealth, LLC
DECREASED4,4854,945-460-9%$989.4K$1.0M+$34.8K2026-10-09
Bare Financial Services, Inc
INCREASED4,4834,293+190+4%$859.0K$1.0M+$164.8K2026-11-04
Wealth Advisory Solutions, LLC
DECREASED4,4777,934-3,457-44%$1.6M$1.0M-$565.1K2026-10-20
Richwood Investment Advisors, LLC
INCREASED4,4714,436+35+1%$887.7K$1.0M+$133.5K2026-10-30
James Reed Financial Services, Inc.
DECREASED4,4684,469-10%$894.2K$1.0M+$126.2K2026-10-26
Lakeshore Financial Planning, Inc.
INCREASED4,4404,343+97+2%$869.0K$1.0M+$145.0K2026-10-13
NavPoint Financial, Inc.
UNCHANGED4,4284,42800%$886.1K$1.0M+$125.3K2026-10-21
Parthenon LLC
INCREASED4,4254,000+425+11%$800.4K$1.0M+$210.2K2026-10-22
Foundation Wealth Management, LLC
INCREASED4,4202,571+1,849+72%$514.5K$1.0M+$495.2K2026-10-22
FSA Investment Group, LLC
DECREASED4,4199,474-5,055-53%$1.9M$1.0M-$886.4K2026-10-07
Grantvest Financial Group LLC
DECREASED4,4174,737-320-7%$947.8K$1.0M+$60.9K2026-10-21
Alkeme Wealth, LLC
INCREASED4,4154,138+277+7%$827.9K$1.0M+$180.3K2026-10-08
Spectrum Asset Management, Inc. (NB )
DECREASED4,4134,417-40%$883.9K$1.0M+$125.2K2026-10-19
Sprott Inc.
UNCHANGED4,4114,41100%$882.6K$1.0M+$124.8K2026-11-09
Aegis Wealth Management, Inc.
INCREASED4,3973,224+1,173+36%$645.1K$1.0M+$359.1K2026-10-26
Mcrae Capital Management Inc
DECREASED4,3884,513-125-3%$903.0K$1.0M+$99.1K2026-10-15
FWG Investments, Llc.
DECREASED4,3694,401-32-1%$880.6K$997.8K+$117.2K2026-11-03
Innovative Wealth Building LLC
INCREASED4,3683,894+474+12%$779.1K$997.5K+$218.4K2026-10-14
6th Street Advisors, LLC
DECREASED4,3584,368-100%$874.1K$996.5K+$122.4K2026-10-14
Nottingham Advisors, Inc.
INCREASED4,3512,156+2,195+102%$792.4K$1.0M+$226.6K2026-10-29
Arnold Financial Planning LLC
INCREASED4,3444,266+78+2%$853.6K$992.1K+$138.5K2026-10-20
OFC Financial Planning, LLC
DECREASED4,3314,343-120%$869.0K$989.2K+$120.1K2026-11-06
Collaborative Wealth Managment Inc.
DECREASED4,3224,441-119-3%$888.5K$987.0K+$98.5K2026-11-06
Kitching Partners, LLC
DECREASED4,3184,722-404-9%$944.9K$986.2K+$41.3K2026-11-02
Gray Private Wealth, LLC
DECREASED4,3184,352-34-1%$870.8K$986.1K+$115.3K2026-10-28
Ldic Inc.
UNCHANGED4,3114,31100%$862.6K$984.5K+$122.0K2026-10-14
Cardinal Strategic Wealth Guidance
UNCHANGED4,2864,28600%$857.6K$978.8K+$121.3K2026-11-02
Meridian Investment Counsel Inc.
DECREASED4,2849,132-4,848-53%$1.8M$978.4K-$848.8K2026-10-14
John W. Brooker & Co., CPAs
INCREASED4,2833,354+929+28%$671.1K$978.2K+$307.1K2026-10-21
Dynamic Wealth Strategies, LLC
INCREASED4,2833,648+635+17%$729.9K$978.2K+$248.2K2026-10-16
McAlister, Sweet & Associates, Inc.
INCREASED4,2824,182+100+2%$836.8K$977.9K+$141.1K2026-10-07
Landmark Wealth Management, LLC
DECREASED4,2784,778-500-10%$956.0K$976.9K+$20.9K2026-11-03
Condor Capital Management
INCREASED4,2783,857+421+11%$771.8K$977.1K+$205.3K2026-11-06
Matrix Trust Co
INCREASED4,2784,132+146+4%$827$977+$1502026-10-07
Mlp3, LLC
NEW4,275—+4,275——$976.3K—2026-10-22
Louisbourg Investments Inc.
UNCHANGED4,2754,27500%$855.4K$976.3K+$120.9K2026-10-20
Birch Capital Management, LLC
DECREASED4,2694,586-317-7%$917.6K$975.0K+$57.3K2026-10-27
USAdvisors Wealth Management, LLC
INCREASED4,2564,161+95+2%$832.0K$972-$831.0K2026-10-21
Jackson Creek Investment Advisors LLC
DECREASED4,2504,380-130-3%$879.0K$971-$878.0K2026-11-04
Hurley Capital, LLC
DECREASED4,2484,253-50%$851.0K$970.4K+$119.4K2026-11-05
PFG Private Wealth Management, LLC
DECREASED4,2464,641-395-9%$928.6K$969.8K+$41.2K2026-10-15
Smith Partners Wealth Management, LLC
NEW4,239—+4,239——$968.1K—2026-11-05
Two West Capital Advisors LLC
INCREASED4,2244,092+132+3%$831.7K$959.6K+$127.9K2026-10-15
Fourier Capital Management Ltd
NEW4,223—+4,223——$964.4K—2026-11-10
Meritas Wealth Management, LLC
INCREASED4,2171,363+2,854+209%$272.8K$963.1K+$690.4K2026-10-14
Walled Lake Planning & Wealth Management, LLC
INCREASED4,1974,146+51+1%$829.5K$958.5K+$128.9K2026-10-29
Friedenthal Financial
INCREASED4,1962,569+1,627+63%$513.9K$958.2K+$444.2K2026-10-27
Santori & Peters, Inc.
DECREASED4,1884,194-60%$839.2K$956.5K+$117.3K2026-10-26
Taylor Financial Group, Inc.
INCREASED4,1814,011+170+4%$802.6K$954.9K+$152.3K2026-11-02
Silver OAK Wealth Advisors Services, LLC
UNCHANGED4,1734,17300%$835.0K$953.0K+$118.1K2026-11-09
Dynamic Financial Group
INCREASED4,1713,761+410+11%$752.6K$952.6K+$200.0K2026-10-28
Legacy Advisory Services, LLC
INCREASED4,1633,162+1,001+32%$632.8K$950.8K+$318.1K2026-10-20
PTM Wealth Management, LLC
DECREASED4,1634,335-172-4%$896.6K$995.9K+$99.3K2026-10-23
Myecfo, LLC
INCREASED4,1393,819+320+8%$764.1K$945.3K+$181.1K2026-10-14
Fortune Financial Group, Inc.
INCREASED4,1303,990+140+4%$798.3K$943.2K+$144.9K2026-10-22
Reyes Financial Architecture, Inc.
DECREASED4,1304,154-24-1%$831.2K$943.2K+$112.0K2026-10-22
Oak Wealth Advisors LLC
INCREASED4,1264,005+121+3%$801.4K$942.4K+$140.9K2026-11-09
Michael Brady & Co., LLC
DECREASED4,1084,178-70-2%$836.0K$938.2K+$102.2K2026-10-23
Alpha Advisors, LLC
INCREASED4,0904,069+21+1%$814.2K$934.1K+$119.9K2026-10-19
Lountzis Asset Management, LLC
DECREASED4,0896,304-2,215-35%$1.3M$934.9K-$326.5K2026-10-30
SMI Advisory Services, LLC
DECREASED4,0804,280-200-5%$837.0K$935.5K+$98.5K2026-10-13
Clear Point Advisors Inc.
INCREASED4,0733,836+237+6%$767.5K$930.1K+$162.6K2026-10-30
IAG Wealth Partners, LLC
DECREASED4,0644,275-211-5%$855.4K$928.2K+$72.8K2026-11-06
Advanced Asset Management Advisors Inc
UNCHANGED4,0394,03900%$808.2K$922.4K+$114.3K2026-10-20
Searcy Financial Services Inc
DECREASED4,0224,027-50%$805.8K$918.6K+$112.8K2026-10-07
Deseret Mutual Benefit Administrators
INCREASED4,0083,624+384+11%$725.1K$915.3K+$190.2K2026-11-04
Cushing Capital Partners, LLC
INCREASED4,0022,223+1,779+80%$444.7K$914.0K+$469.3K2026-10-20
Financial Futures Ltd Liability Co.
INCREASED3,9951,506+2,489+165%$301.3K$912.4K+$611.1K2026-10-13
Higgins & Schmidt Wealth Strategies LLC
INCREASED3,9923,802+190+5%$760.7K$911.7K+$151.0K2026-10-26
Attessa Capital LLC
DECREASED3,9844,241-257-6%$848.6K$909.9K+$61.3K2026-10-09
OmniStar Financial Group, Inc.
DECREASED3,9834,186-203-5%$837.6K$909.7K+$72.0K2026-10-26
IMG Wealth Management, Inc.
INCREASED3,9803,638+342+9%$727.9K$909.0K+$181.0K2026-10-27
Granite Group Advisors, LLC
DECREASED3,9795,122-1,143-22%$1.0M$908.7K-$116.1K2026-10-14
Sovereign Investment Advisors, LLC
UNCHANGED3,9713,97100%$794.6K$907.9K+$113.3K2026-11-09
Lipe & Dalton
UNCHANGED3,9513,95100%$791$902+$1112026-10-15
Barton Investment Management
INCREASED3,9413,866+75+2%$773.5K$900.0K+$126.5K2026-10-27
Investors Asset Management of Georgia Inc
DECREASED3,9304,030-100-2%$806.3K$897.5K+$91.2K2026-10-20
Navigate Wealth Management, LLC
INCREASED3,9273,925+2+0%$796.0K$900.4K+$104.4K2026-10-14
Emerald Mutual Fund Advisers Trust
NEW3,922—+3,922——$895.7K—2026-11-09
Nicholson Wealth Management Group, LLC
INCREASED3,9173,466+451+13%$693.5K$894.6K+$201.1K2026-11-09
Hudson Oak Wealth Advisory LLC
DECREASED3,9044,098-194-5%$820.0K$891.6K+$71.6K2026-10-16
Breachway Investments LLC
UNCHANGED3,9023,90200%$780.8K$891.1K+$110.4K2026-10-19
Ridgepath Capital Management LLC
DECREASED3,88611,295-7,409-66%$2.3M$887.5K-$1.4M2026-10-29
Olio Financial Planning
UNCHANGED3,8803,88000%$776.4K$886.2K+$109.8K2026-10-22
Wealthcare Capital Management LLC
DECREASED3,8794,006-127-3%$801.6K$885.9K+$84.3K2026-10-21
5th Street Advisors, LLC
DECREASED3,8573,957-100-3%$791.8K$880.9K+$89.1K2026-11-04
Sage Investment Advisers LLC
DECREASED3,8533,854-10%$771.2K$880.0K+$108.8K2026-10-21
Boyer Financial Services, Inc.
INCREASED3,8493,785+64+2%$737.4K$879.0K+$141.6K2026-10-23
Peloton Wealth Strategists
DECREASED3,8424,413-571-13%$883.0K$877-$882.1K2026-11-09
Seros Financial, LLC
DECREASED3,8403,906-66-2%$781.6K$877.0K+$95.5K2026-10-21
Corbyn Investment Management Inc
DECREASED3,8383,863-25-1%$772.9K$876.5K+$103.6K2026-10-30
Franklin, Parlapiano, Turner & Welch, LLC
DECREASED3,8304,624-794-17%$925.2K$874.7K-$50.5K2026-10-30
Calder Financial LLC
INCREASED3,8303,712+118+3%$742.8K$874.8K+$132.0K2026-10-13
Chronos Wealth Management, LLC
INCREASED3,8303,755+75+2%$751.3K$874.7K+$123.4K2026-10-20
Seven Post Investment Office LP
DECREASED3,8205,093-1,273-25%$1.0M$872.4K-$146.6K2026-10-26
Cypress Financial Planning LLC
DECREASED3,8064,038-232-6%$807.9K$869.1K+$61.2K2026-10-09
Omega Financial Group, LLC
INCREASED3,7633,536+227+6%$707.5K$859.3K+$151.9K2026-10-29
KFG LLC
NEW3,756—+3,756——$857.8K—2026-11-02
Lorne Steinberg Wealth Management Inc.
INCREASED3,7561,792+1,964+110%$358.6K$857.8K+$499.2K2026-10-23
Integris Wealth Management, LLC
INCREASED3,7563,025+731+24%$605.3K$857.8K+$252.5K2026-10-14
Valley Forge Investment Consultants Inc ADV
DECREASED3,7553,832-77-2%$766.7K$857.5K+$90.8K2026-11-03
Sylvest Advisors, LLC
DECREASED3,7453,761-160%$752.5K$855.2K+$102.7K2026-10-26
KOM Wealth Management Group, LLC
DECREASED3,7443,985-241-6%$797.3K$855.0K+$57.7K2026-10-15
Live Oak Investment Partners
UNCHANGED3,7433,74300%$748.9K$854.8K+$105.9K2026-10-23
New England Capital Financial Advisors LLC
UNCHANGED3,7333,73300%$747.0K$852.7K+$105.6K2026-11-03
Albert D Mason Inc
INCREASED3,7263,195+531+17%$639.3K$850.9K+$211.7K2026-10-27
DecisionPoint Financial, LLC
INCREASED3,7153,549+166+5%$701.2K$857.8K+$156.6K2026-10-27
Barnes Dennig Private Wealth Management LLC
INCREASED3,7093,495+214+6%$699.3K$847.1K+$147.7K2026-10-30
Meramec Financial Planners, LLC
DECREASED3,7093,918-209-5%$770.0K$692.3K-$77.7K2026-11-09
Level Wealth Management LLC
INCREASED3,6701,877+1,793+96%$375.6K$838.9K+$463.4K2026-10-23
Edmp, Inc.
INCREASED3,6573,230+427+13%$645.7K$833.2K+$187.5K2026-10-22
ForthRight Wealth Management, LLC
INCREASED3,6503,248+402+12%$649.9K$833.6K+$183.7K2026-11-06
DKM Wealth Management, Inc.
DECREASED3,6484,102-454-11%$820.8K$833.1K+$12.4K2026-10-09
Auctus Advisors LLC
INCREASED3,6453,099+546+18%$620.1K$832.4K+$212.4K2026-10-23
Hippocratic Financial Advisors, LLC
INCREASED3,6443,346+298+9%$669.5K$832.2K+$162.7K2026-10-13
Guidance Point Advisors, LLC
UNCHANGED3,6373,63700%$728.3K$831.2K+$103.0K2026-10-15
AMI Investment Management Inc
NEW3,633—+3,633——$829.7K—2026-10-27
Kelly Financial Group LLC
DECREASED3,6113,663-52-1%$732.9K$825.6K+$92.7K2026-10-16
First Fiduciary Investment Counsel, Inc.
INCREASED3,6023,572+30+1%$715.0K$823-$714.2K2026-10-27
Intrinsic Value Partners, LLC
DECREASED3,5903,690-100-3%$738.3K$819.9K+$81.6K2026-11-09
Vawter Financial, Ltd.
DECREASED3,5823,589-70%$718.1K$817.9K+$99.8K2026-11-10
Appalachian Capital Management Ltd
INCREASED3,5793,228+351+11%$645.9K$817.4K+$171.5K2026-10-14
First Growth Capital LLC
INCREASED3,5783,548+30+1%$710.0K$817.2K+$107.2K2026-10-15
Steph & Co
INCREASED3,5743,384+190+6%$677.1K$816.2K+$139.1K2026-10-07
Morton Brown Family Wealth, LLC
INCREASED3,5693,559+10+0%$712.0K$815.0K+$103.0K2026-10-23
Columbia Advisory Partners LLC
INCREASED3,5583,015+543+18%$603.3K$812.6K+$209.3K2026-10-15
Powers Advisory Group, LLC
INCREASED3,5573,440+117+3%$688.2K$812.4K+$124.1K2026-10-14
Paradigm, Strategies in Wealth Management, LLC
INCREASED3,5543,539+15+0%$708.2K$811.7K+$103.5K2026-10-16
MB, Levis & Associates, LLC
DECREASED3,5394,339-800-18%$868.1K$808.2K-$60.0K2026-10-16
ETF Store, Inc.
INCREASED3,5362,840+696+25%$568.2K$807.6K+$239.4K2026-10-19
Base Wealth Management LLC
DECREASED3,5233,540-170%$708.2K$804.6K+$96.4K2026-10-21
Bourgeon Capital Management LLC
INCREASED3,5153,371+144+4%$674.5K$802.8K+$128.3K2026-10-19
Triune Financial Partners, LLC
INCREASED3,5121,871+1,641+88%$374.4K$802.2K+$427.8K2026-11-03
Peterson Wealth Advisors, LLC
INCREASED3,5053,330+175+5%$666.4K$800.4K+$134.0K2026-10-08
Farnam Financial LLC
DECREASED3,4993,598-99-3%$720.0K$749.2K+$29.2K2026-10-21
Gagnon Securities LLC
UNCHANGED3,4983,49800%$699.9K$798.9K+$99.0K2026-11-05
RMR Capital Management, LLC
UNCHANGED3,4873,48700%$697.7K$796.4K+$98.6K2026-10-23
ACT Wealth Management, LLC
INCREASED3,4823,462+20+1%$692.7K$795.2K+$102.4K2026-10-09
Keystone Financial Group, Inc.
DECREASED3,4703,477-70%$695.8K$793.5K+$97.6K2026-10-13
Family CFO Inc
INCREASED3,4641,670+1,794+107%$334.2K$791.1K+$457.0K2026-10-30
Monarch Capital Management Inc
DECREASED3,4643,489-25-1%$698.1K$792.0K+$93.9K2026-10-19
A. D. Beadell Investment Counsel, Inc.
DECREASED3,4623,485-23-1%$697$790+$932026-10-14
Professional Financial Advisors, LLC
DECREASED3,4533,483-30-1%$697.0K$788.7K+$91.7K2026-10-13
Diesslin Group, Inc.
INCREASED3,4443,317+127+4%$663.7K$786.6K+$122.8K2026-10-14
Seaside Wealth Management, Inc.
DECREASED3,4433,505-62-2%$701.3K$786.3K+$85.0K2026-11-09
Pearl Planning LLC
INCREASED3,4301,884+1,546+82%$377.0K$783.4K+$406.4K2026-10-13
Mullaney, Keating & Wright, Inc.
INCREASED3,4283,379+49+1%$676.1K$782.9K+$106.8K2026-10-19
One Degree Advisors Inc
DECREASED3,4243,429-50%$677$819.2K+$818.5K2026-11-06
Seneca Financial Advisors LLC
INCREASED3,4173,348+69+2%$669.8K$780.3K+$110.5K2026-10-28
Quantify Chaos Advisors, LLC
NEW3,413—+3,413——$779.5K—2026-11-04
Truefg, LLC
INCREASED3,4123,407+5+0%$681.6K$779.2K+$97.5K2026-10-15
Piscataqua Savings Bank
INCREASED3,4103,380+30+1%$676.3K$778.8K+$102.5K2026-10-21
AFG Fiduciary Services Limited Partnership
DECREASED3,4043,564-160-4%$694.4K$778.0K+$83.6K2026-10-21
Capstone Capital LLC
DECREASED3,4013,410-90%$682.3K$776.7K+$94.4K2026-10-14
Lynch Investment Planning, LLC
DECREASED3,4003,413-130%$682.9K$777.4K+$94.4K2026-10-27
Trademark Financial Management, LLC
DECREASED3,3903,446-56-2%$689.5K$774.2K+$84.7K2026-10-23
Cornerstone Management, Inc.
DECREASED3,3843,478-94-3%$695.9K$772.8K+$76.9K2026-10-16
Brindle & Bay Financial Advisors, LLC
INCREASED3,3822,304+1,078+47%$461.0K$772.4K+$311.4K2026-10-15
JHP Wealth Management, LLC
DECREASED3,3733,395-22-1%$679.4K$770.4K+$91.0K2026-11-06
Evergreen Advisors, LLC
UNCHANGED3,3693,36900%$674.1K$769.4K+$95.3K2026-10-28
LaFleur & Godfrey LLC
DECREASED3,3573,435-78-2%$687.3K$766.7K+$79.4K2026-10-27
Vermillion & White Wealth Management Group, LLC
UNCHANGED3,3473,34700%$669.7K$764.4K+$94.7K2026-11-10
Sensible Money, LLC
DECREASED3,3463,928-582-15%$786.0K$764.1K-$22.0K2026-10-20
Westbourne Investment Advisors, Inc.
INCREASED3,3383,333+5+0%$666.9K$762.3K+$95.4K2026-10-20
Stephen J. Garry & Associates, LLC
UNCHANGED3,3373,33700%$667.7K$762.1K+$94.4K2026-11-05
Cassilly Financial Group LLC
INCREASED3,3361,972+1,364+69%$394.6K$761.9K+$367.3K2026-10-07
LFA - Lugano Financial Advisors SA
DECREASED3,3183,535-217-6%$707.3K$757.8K+$50.4K2026-11-03
Koa Wealth Management, LLC
DECREASED3,3153,335-20-1%$667.2K$757.0K+$89.8K2026-10-14
Lionsbridge Wealth Management LLC
NEW3,313—+3,313——$756.6K—2026-10-26
New England Professional Planning Group Inc.
UNCHANGED3,2993,29900%$660.1K$753.4K+$93.3K2026-10-29
Holos Integrated Wealth LLC
INCREASED3,2863,211+75+2%$632.3K$713.4K+$81.0K2026-10-23
WBI Investments, LLC
DECREASED3,27013,418-10,148-76%$2.7M$746.8K-$1.9M2026-11-05
Peoples Bank
INCREASED3,2653,246+19+1%$649.5K$745.7K+$96.2K2026-10-09
Flywheel Private Wealth LLC
UNCHANGED3,2653,26500%$653.3K$745.7K+$92.4K2026-11-02
Marest Capital, LLC
INCREASED3,2633,196+67+2%$639.5K$746.4K+$106.9K2026-10-23
Sound Stewardship, LLC
DECREASED3,2623,384-122-4%$677.1K$745.0K+$67.9K2026-10-14
Schwallier Wealth Management LLC
INCREASED3,2463,243+3+0%$648.8K$741.2K+$92.4K2026-11-05
Luminvest Wealth Management LLC
DECREASED3,2303,478-248-7%$696.0K$737.7K+$41.7K2026-10-14
GR Financial Group, LLC
INCREASED3,2263,201+25+1%$640.6K$736.9K+$96.3K2026-10-27
Stokes Capital Advisors, LLC
INCREASED3,2233,025+198+7%$605.3K$736.1K+$130.8K2026-10-09
Quaker Wealth Management, LLC
INCREASED3,2063,016+190+6%$603.5K$732.2K+$128.7K2026-10-22
Prism Advisors, Inc.
UNCHANGED3,1743,17400%$635.0K$731.5K+$96.4K2026-10-09
Robinson Smith Wealth Advisors LLC
INCREASED3,1703,083+87+3%$616.9K$724.0K+$107.1K2026-10-22
Ironsides Asset Advisors, LLC
DECREASED3,1593,231-72-2%$646.5K$721.5K+$75.0K2026-10-20
Larry Mathis Financial Planning, LLC
DECREASED3,1568,851-5,695-64%$1.8M$720.8K-$1.1M2026-10-26
Continuum Wealth Advisors, LLC
DECREASED3,1533,345-192-6%$669.3K$720.1K+$50.8K2026-10-20
TMB Capital Partners, LLC
INCREASED3,1492,857+292+10%$571.7K$719.2K+$147.5K2026-10-20
PlanVest Financial, Inc
INCREASED3,1492,897+252+9%$579.7K$719.2K+$139.5K2026-11-09
Town Capital LLC
DECREASED3,1443,200-56-2%$640.3K$718.0K+$77.7K2026-11-03
R.H. Investment Group, LLC
INCREASED3,1312,529+602+24%$506.0K$715.1K+$209.0K2026-11-09
Donalies Financial Planning, LLC
DECREASED3,0833,108-25-1%$621.8K$704.0K+$82.2K2026-10-19
Lynx Capital Group LTD
UNCHANGED3,0833,08300%$616.9K$704.1K+$87.2K2026-11-04
Arlington Financial Advisors, LLC
INCREASED3,0732,694+379+14%$539.0K$701.7K+$162.8K2026-10-19
Cathy Pareto & Associates, Inc
INCREASED3,0702,795+275+10%$559.4K$701.3K+$141.9K2026-10-15
ASL Financial, LLC
UNCHANGED3,0703,07000%$614.3K$701.1K+$86.9K2026-10-15
Highland Investment Advisors LLC
INCREASED3,0692,913+156+5%$582.8K$700.8K+$118.0K2026-11-09
Tillman Hartley LLC
UNCHANGED3,0643,06400%$613.1K$699.8K+$86.7K2026-11-06
Aspect Partners, LLC
INCREASED3,0602,908+152+5%$581.9K$698.9K+$117.0K2026-10-20
Peoples Financial Services Corp.
DECREASED3,0373,197-160-5%$639.7K$693.6K+$53.9K2026-10-20
CrossGen Wealth, LLC
INCREASED3,0333,019+14+0%$604.0K$692.6K+$88.6K2026-10-30
Martel Wealth Advisors LLC
DECREASED3,0174,340-1,323-30%$868.5K$689.1K-$179.4K2026-10-14
Trellis Wealth Advisors LLC
DECREASED3,0173,529-512-15%$706.1K$689.0K-$17.1K2026-10-19
Blankinship & Foster, LLC
INCREASED3,0172,947+70+2%$589.7K$689.0K+$99.4K2026-10-19
Idaho Trust Co
DECREASED3,0073,036-29-1%$607.5K$686.7K+$79.3K2026-11-04
Advisory Advocates, LLC
INCREASED3,0032,907+96+3%$581.7K$685.8K+$104.2K2026-11-05
Alhambra Investment Management LLC
DECREASED2,9923,095-103-3%$619.3K$683.3K+$64.0K2026-10-15
Gutierrez Wealth Advisory, LLC
INCREASED2,9881,744+1,244+71%$349.0K$682.5K+$333.5K2026-11-02
Buska Wealth Management, LLC
INCREASED2,9872,947+40+1%$589.8K$682.3K+$92.5K2026-10-08
Jordan Park Trust Co LLC
DECREASED2,9783,146-168-5%$629.5K$680.1K+$50.6K2026-10-19
Wealth Forward, LLC
INCREASED2,9782,915+63+2%$583.3K$680.1K+$96.9K2026-10-14
Fortitude Financial, LLC
UNCHANGED2,9762,97600%$595.5K$679.7K+$84.2K2026-10-19
Seven Hills Financial, LLC
NEW2,972—+2,972——$678.8K—2026-10-13
Sander Capital Advisors Inc
INCREASED2,9702,855+115+4%$571$678+$1072026-10-20
Shikiar Asset Management Inc
INCREASED2,9602,110+850+40%$422.0K$676-$421.3K2026-10-20
Atlas Wealth Partners, LLC
INCREASED2,9422,817+125+4%$563.6K$672.4K+$108.8K2026-11-03
BancFirst Trust & Investment Management
DECREASED2,9414,894-1,953-40%$954.2K$668.2K-$286.0K2026-10-30
Torray Investment Partners LLC
UNCHANGED2,9382,93800%$587.9K$671.0K+$83.1K2026-10-30
Alpha Wealth Funds, LLC
DECREASED2,9374,933-1,996-40%$987.0K$670.8K-$316.3K2026-11-05
Strategic Advisory Partners, LLC
DECREASED2,9362,957-21-1%$591.6K$670.5K+$78.8K2026-11-06
BCU Wealth Advisors, LLC
DECREASED2,9323,049-117-4%$610.1K$669.6K+$59.5K2026-10-16
Windsor Capital Management, LLC
INCREASED2,9222,724+198+7%$545.2K$667.3K+$122.1K2026-10-13
Ehrlich Financial Group
INCREASED2,8912,861+30+1%$572.5K$660.3K+$87.8K2026-10-20
Delta Wealth Advisors LLC
UNCHANGED2,8842,88400%$577.1K$658.7K+$81.6K2026-10-09
Keyes, Stange & Wooten Wealth Management, LLC
DECREASED2,8792,884-50%$577.1K$657.6K+$80.5K2026-11-03
Keystone Global Partners, LLC
DECREASED2,87612,797-9,921-78%$2.6M$656.9K-$1.9M2026-10-13
Norman Fields, Gottscho Capital Management, LLC
UNCHANGED2,8702,87000%$574.3K$655.5K+$81.2K2026-10-05
Climber Capital SA
INCREASED2,8682,766+102+4%$552.4K$621.0K+$68.7K2026-10-20
Barry Investment Advisors, LLC
DECREASED2,8602,884-24-1%$577.1K$653.9K+$76.8K2026-10-14
Coston, McIsaac & Partners
INCREASED2,8552,104+751+36%$420.0K$652.2K+$232.2K2026-11-06
Three Arch Wealth Management LLC
INCREASED2,8471,696+1,151+68%$339.3K$650.2K+$310.8K2026-10-20
CDM Financial Counseling Services, Inc.
INCREASED2,8402,803+37+1%$560.9K$648.6K+$87.7K2026-10-15
Accretive Wealth Partners, LLC
DECREASED2,8382,918-80-3%$583.9K$648.1K+$64.2K2026-11-06
Mycio Wealth Partners, LLC
DECREASED2,8382,904-66-2%$581.1K$648.1K+$67.1K2026-11-04
Colton Groome Financial Advisors, LLC
INCREASED2,8342,618+216+8%$523.9K$647.1K+$123.3K2026-10-06
Gold Investment Management Ltd.
UNCHANGED2,8102,81000%$562.3K$641.7K+$79.5K2026-10-19
Corepath Wealth Partners LLC
DECREASED2,8025,783-2,981-52%$1.2M$665.3K-$515.1K2026-10-21
Aull & Monroe Investment Management Corp
UNCHANGED2,8012,80100%$560.5K$639.7K+$79.2K2026-10-16
ASK Capital Investment Managers, LLC
NEW2,788—+2,788——$636.7K—2026-10-14
Veltria Advisors Corp.
INCREASED2,7842,359+425+18%$472.0K$635.8K+$163.8K2026-11-05
TFO Wealth Partners, LLC
INCREASED2,7751,028+1,747+170%$205.7K$633.8K+$428.1K2026-11-09
DeLarme Wealth Management, Inc.
DECREASED2,7722,885-113-4%$577.3K$633.1K+$55.8K2026-10-30
Arwa LLC
DECREASED2,7693,121-352-11%$647.3K$632.8K-$14.5K2026-10-21
Hardin Capital Partners, LLC
NEW2,759—+2,759——$630.2K—2026-10-09
Sterling Group Wealth Management, LLC
INCREASED2,7312,625+106+4%$525.3K$623.6K+$98.4K2026-11-03
AdvisorShares Investments LLC
DECREASED2,7304,430-1,700-38%$886.4K$623.5K-$262.9K2026-11-09
Shoker Investment Counsel, Inc.
DECREASED2,7272,817-90-3%$563.8K$622.9K+$59.2K2026-11-04
Good Harbor Advisors, Inc.
DECREASED2,7043,193-489-15%$638.9K$617.6K-$21.3K2026-10-20
Artesa Financial Group, LLC
DECREASED2,7032,744-41-1%$549.0K$617.2K+$68.2K2026-10-29
Access Financial Services, Inc.
DECREASED2,6942,700-60%$540.3K$615.3K+$75.0K2026-11-09
Orba Wealth Advisors, L.L.C.
INCREASED2,6882,574+114+4%$515.0K$613.9K+$98.9K2026-10-23
Finward Bancorp
INCREASED2,6732,558+115+5%$511.8K$610.5K+$98.6K2026-10-14
Meridian Financial Advisors, LLC
INCREASED2,6641,249+1,415+113%$249.9K$608.4K+$358.5K2026-10-14
Arkansas Financial Group, Inc.
INCREASED2,6612,649+12+0%$530.0K$607.6K+$77.6K2026-10-26
Atlantic Private Wealth, LLC
UNCHANGED2,6602,66000%$532.2K$607.4K+$75.2K2026-11-09
Oliver Luxxe Assets LLC
DECREASED2,6592,667-80%$533.6K$607.3K+$73.6K2026-10-14
Optimist Retirement Group LLC
UNCHANGED2,6572,65700%$531.6K$606.8K+$75.2K2026-10-30
Valued Wealth Advisors LLC
DECREASED2,6402,764-124-4%$553.0K$603.5K+$50.5K2026-11-05
Prudent Man Investment Management, Inc.
INCREASED2,6311,950+681+35%$363.7K$600.9K+$237.2K2026-11-03
Forthright Family Wealth Advisory LLC
INCREASED2,6282,627+1+0%$525.6K$600.1K+$74.5K2026-11-03
BCO Wealth Management LLC
UNCHANGED2,6282,62800%$525.8K$600.2K+$74.3K2026-10-14
Asset Allocation & Management Company, LLC
UNCHANGED2,6272,62700%$526$600+$742026-10-13
Twelve Points Wealth Management LLC
INCREASED2,6212,056+565+27%$411.3K$536.5K+$125.1K2026-11-03
LCW Services, LLC
INCREASED2,6181,618+1,000+62%$323.8K$598.0K+$274.2K2026-10-21
Strategic Advocates LLC
DECREASED2,6142,717-103-4%$543.6K$597.0K+$53.3K2026-11-03
SWP Financial LLC
INCREASED2,5672,414+153+6%$483.0K$586.2K+$103.2K2026-10-23
Rainey & Randall Wealth Advisors Inc.
INCREASED2,5642,489+75+3%$497.9K$586.1K+$88.2K2026-10-26
Fifth Third Securities, Inc.
NEW2,560—+2,560——$584.8K—2026-10-21
Ferguson Shapiro LLC
UNCHANGED2,5492,54900%$510.1K$582.2K+$72.1K2026-10-16
BCR Wealth Strategies, LLC
INCREASED2,5452,403+142+6%$480.0K$581.1K+$101.1K2026-11-06
Insight 2811, Inc.
UNCHANGED2,5372,53700%$507.6K$579.4K+$71.8K2026-11-06
M Wealth Management, LLC
UNCHANGED2,5252,52500%$505.2K$576.7K+$71.4K2026-10-14
Caldwell Sutter Capital, Inc.
DECREASED2,5192,523-40%$504.9K$575.3K+$70.4K2026-11-09
Global View Capital Management LLC
DECREASED2,5183,010-492-16%$602.3K$575.1K-$27.2K2026-10-28
Murphy, Middleton, Hinkle & Parker, Inc.
INCREASED2,5172,491+26+1%$498.5K$574.9K+$76.4K2026-10-15
Baker Boyer National Bank
INCREASED2,5162,294+222+10%$459.0K$574.6K+$115.6K2026-11-05
Dara Capital US, Inc.
DECREASED2,50044,369-41,869-94%$8.9M$571.0K-$8.3M2026-10-29
Forza Wealth Management, LLC
INCREASED2,5001,002+1,498+150%$200.5K$571.0K+$370.5K2026-10-20
Compound Global Advisors, LLC
INCREASED2,5001,801+699+39%$360.4K$571.0K+$210.6K2026-10-20
Bedminster, LLC
UNCHANGED2,5002,50000%$500.2K$571.0K+$70.7K2026-11-04
Crystal Cove Asset Management, LLC
NEW2,489—+2,489——$568.4K—2026-11-06
Outbound Financial Inc
UNCHANGED2,4802,48000%$496.2K$566.4K+$70.2K2026-10-13
Lockerman Financial Group, Inc.
DECREASED2,4792,698-219-8%$539.8K$566.2K+$26.3K2026-10-19
POM Investment Strategies, LLC
DECREASED2,4776,875-4,398-64%$1.4M$565.6K-$809.9K2026-10-20
Jefferson Bridge Capital, LLC
UNCHANGED2,4752,47500%$495.2K$565.2K+$70.0K2026-11-06
FinDec Wealth Services, Inc.
DECREASED2,4712,570-99-4%$514.3K$564.4K+$50.1K2026-10-30
Great Point Wealth Advisors, LLC
DECREASED2,4622,853-391-14%$570.9K$562.3K-$8.6K2026-10-15
Price Financial Group Wealth Management, Inc
INCREASED2,4552,299+156+7%$453.9K$557.6K+$103.8K2026-11-02
Rebalance, LLC
INCREASED2,4541,752+702+40%$350.6K$560.4K+$209.9K2026-10-22
Avant Financial Advisors LLC
INCREASED2,4512,026+425+21%$405.4K$559.8K+$154.4K2026-11-02
Summit Wealth Group, LLC
DECREASED2,4493,905-1,456-37%$781.4K$559.3K-$222.1K2026-11-10
Brown Financial Advisory
INCREASED2,4452,436+9+0%$487.5K$558.5K+$71.0K2026-11-05
Clayton Financial Group LLC
DECREASED2,4362,884-448-16%$577.2K$556.4K-$20.7K2026-10-13
Providence Financial Advisors, LLC
INCREASED2,4252,421+4+0%$484.4K$553.8K+$69.4K2026-11-06
Wilkins Miller Wealth Management, LLC
INCREASED2,4232,399+24+1%$480.1K$553.4K+$73.4K2026-10-13
Stone Summit Wealth LLC
INCREASED2,4202,230+190+9%$446.2K$552.7K+$106.5K2026-10-14
Fingerlakes Wealth Management, Inc.
INCREASED2,4162,406+10+0%$481.5K$551.8K+$70.3K2026-11-04
Family Wealth Partners, LLC
INCREASED2,4111,859+552+30%$372.0K$550.7K+$178.7K2026-10-20
Freedom Investment Management, Inc.
INCREASED2,4112,051+360+18%$410.3K$550.6K+$140.3K2026-11-09
Robinswood Financial LLC
DECREASED2,3952,560-165-6%$512.3K$520.0K+$7.6K2026-10-20
Toews Corp
UNCHANGED2,3922,39200%$478.6K$546.3K+$67.7K2026-11-09
Certior Financial Group, LLC
DECREASED2,3862,554-168-7%$511.0K$544.9K+$33.9K2026-10-19
Palladiem, LLC
UNCHANGED2,3822,38200%$476.7K$544.1K+$67.4K2026-11-09
Madson Wealth Advisors Inc
INCREASED2,3772,333+44+2%$466.7K$542.8K+$76.0K2026-10-13
Hillcrest Wealth Advisors - NY, LLC
DECREASED2,3762,751-375-14%$550.4K$542.6K-$7.8K2026-10-22
Paragon Capital Management Ltd
DECREASED2,3554,537-2,182-48%$907.8K$537.9K-$370.0K2026-10-09
AJ Advisors, LLC
DECREASED2,3542,378-24-1%$475.7K$537.5K+$61.8K2026-10-29
Ramiah Investment Group
INCREASED2,3522,342+10+0%$468.6K$537.2K+$68.5K2026-10-20
Clear Retirement Advice LLC
NEW2,345—+2,345——$535.6K—2026-10-22
Sanchez Wealth Management Group
DECREASED2,3436,289-3,946-63%$1.3M$535.0K-$723.4K2026-11-02
Cottonwood Capital Advisors, LLC
INCREASED2,3412,323+18+1%$464.8K$534.6K+$69.8K2026-10-20
JIM Saulnier & Associates, LLC
DECREASED2,3202,473-153-6%$494.9K$529.9K+$35.0K2026-11-04
Financial Advisory Partners, LLC
UNCHANGED2,3082,30800%$461.8K$527.1K+$65.3K2026-10-23
Curry Webb Wealth Management LLC
UNCHANGED2,2852,28500%$457.1K$457.1K$02026-10-22
GenWealth Group, Inc.
DECREASED2,2783,849-1,571-41%$770.1K$520.4K-$249.7K2026-10-16
rebel Financial LLC
INCREASED2,2601,397+863+62%$279.6K$516.7K+$237.1K2026-11-04
Avise Financial Cooperative, Inc.
INCREASED2,2592,128+131+6%$425.8K$515.9K+$90.1K2026-11-09
Redwood Park Advisors LLC
INCREASED2,2531,187+1,066+90%$237.6K$514.6K+$277.0K2026-11-02
Cannon Financial Strategists, Inc.
INCREASED2,2352,091+144+7%$418.4K$510.5K+$92.1K2026-10-19
Lotus Asset Management LLC
INCREASED2,2331,836+397+22%$367.3K$509.7K+$142.4K2026-10-14
New Perspectives, Inc
INCREASED2,2162,213+3+0%$442.8K$506.1K+$63.3K2026-10-14
Fiscal Wisdom Wealth Management, LLC
INCREASED2,2142,211+3+0%$442.4K$505.7K+$63.2K2026-10-16
Shulman DeMeo Asset Management LLC
INCREASED2,2052,101+104+5%$420.4K$526.7K+$106.4K2026-10-09
Rachor Investment Advisory Services, LLC
UNCHANGED2,2032,20300%$440.8K$503.1K+$62.3K2026-10-29
Buttonwood Financial Advisors Inc.
INCREASED2,2012,200+1+0%$440.1K$502.6K+$62.5K2026-10-13
Financially Speaking Inc
DECREASED2,1902,515-325-13%$438.6K$500.1K+$61.5K2026-11-05
Charter Capital Management, Llc\de
UNCHANGED2,1852,18500%$437.2K$499.0K+$61.8K2026-10-28
Centennial Bank
UNCHANGED2,1812,18100%$436.4K$498.1K+$61.7K2026-11-09
CSP Financial Group, LLC
INCREASED2,1791,919+260+14%$384.0K$497.7K+$113.7K2026-10-26
FC Advisory LLC
INCREASED2,1722,066+106+5%$413.4K$496.1K+$82.7K2026-10-05
Boyum Wealth Architects LLC
UNCHANGED2,1712,17100%$441.9K$507.9K+$66.0K2026-10-06
Succession Financial, Inc.
NEW2,170—+2,170——$495.5K—2026-10-14
Blue Water Asset Management
INCREASED2,1591,800+359+20%$360.3K$493.2K+$132.9K2026-11-04
Beacon Financial Strategies Corp
INCREASED2,1531,252+901+72%$250.4K$491.6K+$241.2K2026-10-14
Adirondack Capital Advisors, LLC
INCREASED2,1521,857+295+16%$371.6K$491.5K+$119.9K2026-10-09
Mainsail Financial Group, LLC
DECREASED2,1439,511-7,368-77%$1.9M$489.5K-$1.4M2026-10-23
High Probability Advisors, LLC
UNCHANGED2,1352,13500%$427.2K$487.6K+$60.4K2026-10-19
Sterling Financial Planning, Inc.
DECREASED2,1332,157-24-1%$431.6K$487.2K+$55.6K2026-10-28
Websterrogers Financial Advisors, LLC
UNCHANGED2,1302,13000%$426.2K$486.5K+$60.3K2026-11-02
Ballentine Capital Advisors, Inc
INCREASED2,1281,909+219+11%$382.0K$486.0K+$104.0K2026-10-14
Trinity Wealth Management, LLC
INCREASED2,1271,754+373+21%$351.0K$485.8K+$134.8K2026-10-13
Fidelity D & D Bancorp Inc
UNCHANGED2,1272,12700%$425.6K$485.8K+$60.2K2026-11-05
Fairway Wealth LLC
DECREASED2,1182,173-55-3%$434.7K$483.6K+$48.9K2026-10-30
Marquette Asset Management, LLC
DECREASED2,1182,123-50%$424.8K$483.7K+$58.9K2026-10-09
Pacific Asset Management, LLC
UNCHANGED2,1162,11600%$423.5K$483.3K+$59.9K2026-10-15
Lloyd Advisory Services, Llc.
DECREASED2,0852,152-67-3%$430.7K$476.1K+$45.5K2026-11-02
Thompson Investment Management, Inc.
UNCHANGED2,0762,07600%$415.4K$474.1K+$58.7K2026-10-14
Stewardship Concepts Financial Services LLC
INCREASED2,0741,673+401+24%$334.8K$473.7K+$138.9K2026-10-06
Probity Advisors, Inc.
INCREASED2,0651,165+900+77%$233.1K$471.6K+$238.5K2026-10-23
Sterling Investment Advisors LLC
UNCHANGED2,0632,06300%$413.0K$471.4K+$58.4K2026-10-27
Virginia Wealth Management Group, Inc.
UNCHANGED2,0632,06300%$412.8K$471.1K+$58.4K2026-10-14
Navigoe, LLC
INCREASED2,0562,045+11+1%$409.0K$469-$408.5K2026-11-04
Epiq Partners, LLC
UNCHANGED2,0492,04900%$410.0K$468.0K+$58.0K2026-10-07
Evexia Wealth LLC
DECREASED2,0472,085-38-2%$430.8K$442.1K+$11.3K2026-11-05
Merited Wealth, LLC
DECREASED2,0382,220-182-8%$444.2K$465.4K+$21.2K2026-10-13
Villere ST Denis J & Co LLC
UNCHANGED2,0352,03500%$407.2K$464.8K+$57.6K2026-11-04
Stegent Equity Advisors, Inc.
DECREASED2,0252,102-77-4%$420.6K$462.5K+$41.9K2026-10-13
Stonehearth Capital Management, LLC
UNCHANGED2,0172,01700%$403.6K$460.6K+$57.1K2026-10-13
Tilson Financial Group, Inc.
DECREASED2,0152,252-237-11%$450.6K$460.1K+$9.6K2026-11-09
Carbahal Olsen Financial Services Group, LLC
UNCHANGED2,0142,01400%$403.1K$460.1K+$57.0K2026-11-05
Maseco LLP
INCREASED2,0101,709+301+18%$341.5K$458.9K+$117.5K2026-10-27
RW Investment Management LLC
DECREASED2,0032,283-280-12%$456.8K$457.5K+$6412026-11-03
Tribridge Partners Financial LLC
DECREASED2,0012,077-76-4%$408.2K$404.3K-$3.8K2026-11-09
Argyle Capital Management, LLC
DECREASED2,0002,200-200-9%$440.2K$456.8K+$16.6K2026-10-28
Alaska Permanent Capital Management, LLC
UNCHANGED2,0002,00000%$400.2K$456.8K+$56.6K2026-11-09
Retireful, LLC
INCREASED1,9961,738+258+15%$347.8K$455.8K+$108.1K2026-10-09
Purewater Capital LLC
INCREASED1,9901,820+170+9%$364.2K$454.5K+$90.3K2026-10-23
Bullseye Investment Management, LLC
UNCHANGED1,9801,98000%$396.2K$452.2K+$56.0K2026-10-29
Terril Brothers, Inc.
UNCHANGED1,9751,97500%$395.2K$451.1K+$55.9K2026-11-06
Frontier Asset Management, LLC
DECREASED1,9643,299-1,335-40%$660.1K$448.6K-$211.5K2026-10-28
VVR Holdings LLC
DECREASED1,9611,969-80%$394.0K$447.9K+$53.9K2026-10-19
Retirement Solution LLC
DECREASED1,9532,602-649-25%$520.6K$446.1K-$74.5K2026-10-27
Baker Ellis Asset Management LLC
UNCHANGED1,9501,95000%$390.2K$445.3K+$55.2K2026-10-14
Graham Capital Wealth Management, LLC
DECREASED1,9472,767-820-30%$553.6K$444.7K-$109.0K2026-10-26
Alamar Capital Management, LLC
DECREASED1,9382,018-80-4%$403.8K$443.1K+$39.3K2026-11-02
Darrow Company, Inc.
INCREASED1,9371,714+223+13%$343.0K$442.4K+$99.4K2026-10-22
RED Lighthouse Investment Management, LLC
INCREASED1,9151,889+26+1%$378.0K$437.3K+$59.4K2026-11-02
Graetz Wealth LLC
INCREASED1,9141,899+15+1%$380.0K$437.2K+$57.2K2026-10-27
ShankerValleau Wealth Advisors, Inc.
UNCHANGED1,9101,91000%$382.2K$436.2K+$54.0K2026-10-16
Krane Financial Solutions LLC
INCREASED1,9071,869+38+2%$373.9K$435.5K+$61.5K2026-10-30
Rempart Asset Management Inc.
UNCHANGED1,9001,90000%$380.2K$380.2K$02026-10-20
Kaydan Wealth Management, Inc.
DECREASED1,8932,083-190-9%$416.8K$432.3K+$15.5K2026-10-08
Alpha Financial Advisors, LLC
INCREASED1,8891,469+420+29%$293.9K$431.4K+$137.5K2026-11-09
Essential Planning, Llc.
UNCHANGED1,8891,88900%$378.0K$431.4K+$53.4K2026-10-21
GPM Growth Investors, Inc.
UNCHANGED1,8881,88800%$377.8K$431.2K+$53.4K2026-10-30
Legacies Wealth LLC
NEW1,885—+1,885——$430.5K—2026-11-02
Infinity Wealth Counsel, LLC
DECREASED1,8741,886-12-1%$377.4K$428.0K+$50.6K2026-10-15
Sightline Wealth Advisors, LLC
INCREASED1,8691,846+23+1%$369.4K$426.8K+$57.5K2026-10-21
Isthmus Partners, LLC
INCREASED1,8551,657+198+12%$331.5K$423.6K+$92.1K2026-10-21
Wolff Financial Management LLC
INCREASED1,8501,550+300+19%$310.2K$422.6K+$112.4K2026-10-23
Basso Capital Management, L.P.
INCREASED1,8481,570+278+18%$314.1K$422.1K+$107.9K2026-10-30
Pinnacle Wealth Management Group, Inc.
DECREASED1,8401,967-127-6%$393.6K$420.2K+$26.6K2026-10-15
Solano Wealth Investment Advisors LLC
DECREASED1,8401,846-60%$369.4K$420.2K+$50.9K2026-11-06
Valen Private Capital, LLC
NEW1,836—+1,836——$419.3K—2026-10-23
Sage Investment Counsel LLC
INCREASED1,8361,786+50+3%$357.4K$419.4K+$62.0K2026-10-26
Good Steward Wealth Advisors,LLC
INCREASED1,8261,571+255+16%$314.3K$417.0K+$102.7K2026-11-06
Brighton Securities Corp.
INCREASED1,8211,770+51+3%$354.2K$415.9K+$61.7K2026-10-08
Fullerton Advisors, LLC
INCREASED1,8201,785+35+2%$357.2K$415.6K+$58.5K2026-10-14
Quarry Hill Advisors, LLC
NEW1,816—+1,816——$414.7K—2026-11-04
Wilsey Asset Management Inc
UNCHANGED1,8081,80800%$361.8K$412.9K+$51.1K2026-10-21
Warner Financial, Inc
INCREASED1,8041,794+10+1%$359.0K$412.0K+$53.0K2026-11-06
Mann Financial Group, Inc.
UNCHANGED1,7991,79900%$360.0K$410.9K+$50.9K2026-10-15
Virtus Family Office LLC
UNCHANGED1,7991,79900%$360.0K$411.2K+$51.2K2026-10-30
Monument Group Wealth Advisors, LLC
DECREASED1,7972,378-581-24%$418.0K$410.4K-$7.6K2026-10-21
FSA Wealth Partners, Inc.
NEW1,787—+1,787——$408.1K—2026-10-26
Single Point Partners, LLC
DECREASED1,7871,998-211-11%$399.7K$408.0K+$8.3K2026-10-19
Gleason Group, Inc.
INCREASED1,7841,780+4+0%$356.1K$407.4K+$51.3K2026-10-15
10Elms LLP
UNCHANGED1,7831,78300%$356.8K$407.3K+$50.5K2026-11-06
Randolph Co Inc
INCREASED1,7721,533+239+16%$306.7K$404.7K+$98.0K2026-10-23
S&A Financial Services, Inc.
INCREASED1,7721,750+22+1%$350.2K$404.8K+$54.5K2026-11-03
Evergreen Private Wealth LLC
UNCHANGED1,7701,77000%$354.2K$404.3K+$50.1K2026-10-30
Dahring | Cusmano LLC
INCREASED1,7611,704+57+3%$341.0K$402.3K+$61.3K2026-11-03
BCS Private Wealth Management, Inc.
DECREASED1,7501,879-129-7%$376.0K$400.1K+$24.1K2026-11-09
swisspartners Advisors Ltd
UNCHANGED1,7501,75000%$350.1K$399.7K+$49.6K2026-11-05
Clientfirst Wealth Management, LLC
UNCHANGED1,7501,75000%$350.2K$399.7K+$49.5K2026-11-04
Form Wealth Advisors, LLC
INCREASED1,7411,589+152+10%$317.9K$397.5K+$79.7K2026-10-13
Theory Financial LLC
INCREASED1,7371,432+305+21%$286.5K$396.7K+$110.2K2026-11-09
Erickson Financial Group, LLC
DECREASED1,7372,037-300-15%$407.6K$396.7K-$10.9K2026-11-05
Mullooly Asset Management, Inc.
DECREASED1,7331,771-38-2%$354.5K$395.9K+$41.4K2026-10-30
Merkkuri Wealth Advisors LLC
DECREASED1,7311,739-80%$347.9K$395.4K+$47.5K2026-11-03
Midwest Financial Network, LLC
DECREASED1,7202,077-357-17%$415.6K$392.9K-$22.7K2026-10-13
Mallini Complete Financial Planning LLC
INCREASED1,7131,336+377+28%$267.3K$391.2K+$123.9K2026-10-06
Armbruster Capital Management, Inc.
INCREASED1,7111,526+185+12%$305.3K$390.8K+$85.4K2026-10-19
William B. Walkup & Associates, Inc.
INCREASED1,709106+1,603+1512%$21.2K$390.3K+$369.1K2026-11-05
Team Financial Group, LLC
UNCHANGED1,7091,70900%$341.9K$390.2K+$48.3K2026-10-30
Petersen Hastings Wealth Advisors Inc.
INCREASED1,7021,462+240+16%$292.5K$388.8K+$96.3K2026-10-27
Holland Advisory Services, Inc.
DECREASED1,7013,252-1,551-48%$650.8K$388.6K-$262.2K2026-10-26
Centennial Advisors, LLC
DECREASED1,7012,117-416-20%$423.6K$388.4K-$35.2K2026-10-21
Summit Investment Advisors, Inc.\KS
INCREASED1,6931,468+225+15%$293.6K$386.8K+$93.2K2026-11-05
Inlight Wealth Management, LLC
DECREASED1,6921,698-60%$339.7K$386.4K+$46.7K2026-10-21
Retiremitten Financial LLC
INCREASED1,6911,419+272+19%$283.9K$364.2K+$80.3K2026-11-05
Blueline Advisors LLC
INCREASED1,6901,200+490+41%$240.1K$386.0K+$145.9K2026-10-15
Orgel Wealth Management, LLC
DECREASED1,6873,630-1,943-54%$726.3K$385.3K-$341.0K2026-10-14
BCK Partners, Inc.
UNCHANGED1,6791,67900%$336.0K$383.5K+$47.5K2026-10-23
Dmkc Advisory Services, LLC
DECREASED1,6643,748-2,084-56%$750.0K$380.0K-$369.9K2026-11-04
CWS Financial Advisors, LLC
INCREASED1,6531,604+49+3%$320.9K$377.5K+$56.6K2026-10-16
William Howard & Co Financial Advisors Inc
UNCHANGED1,6501,65000%$330.2K$376.8K+$46.7K2026-11-04
Bull Oak Capital, LLC
UNCHANGED1,6451,64500%$329.2K$375.8K+$46.5K2026-10-23
CogentBlue Wealth Advisors, LLC
DECREASED1,64021,235-19,595-92%$4.2M$374.6K-$3.9M2026-10-09
Yanni & Associates Investment Advisors, LLC
INCREASED1,6401,564+76+5%$313.0K$374.4K+$61.4K2026-10-14
Echo Wealth Management, LLC
DECREASED1,6391,729-90-5%$346.0K$374.3K+$28.4K2026-10-15
Avalon Advisory Group
UNCHANGED1,6311,63100%$326.3K$372.5K+$46.1K2026-10-20
Shore Point Advisors, LLC
INCREASED1,6291,230+399+32%$246.2K$372.2K+$125.9K2026-10-14
Madrid Financial Services
UNCHANGED1,6231,62300%$324.7K$370.7K+$45.9K2026-11-03
Harvey Investment Co LLC
DECREASED1,6201,690-70-4%$338.0K$370-$337.6K2026-10-20
SBK Financial, Inc.
UNCHANGED1,6201,62000%$324.1K$370.0K+$45.8K2026-11-02
Compass Financial Group, Inc. (Ohio)
INCREASED1,6131,528+85+6%$305.8K$368.5K+$62.7K2026-10-19
Palatine Hill Wealth Management, LLC
INCREASED1,5961,581+15+1%$316.2K$364.8K+$48.6K2026-11-03
LBJ Family Wealth Advisors, Ltd.
UNCHANGED1,5941,59400%$311$364+$532026-10-01
Hegarty Advisors, LLC
UNCHANGED1,5901,59000%$318.1K$363.0K+$45.0K2026-10-20
Master's Wealth Management Inc.
INCREASED1,5811,186+395+33%$237.3K$361.1K+$123.8K2026-10-22
Tarbox Family Office, Inc.
INCREASED1,5751,145+430+38%$229.1K$359.7K+$130.6K2026-10-23
Portfolio Strategies, Inc.
INCREASED1,5751,555+20+1%$311.2K$359.8K+$48.6K2026-11-06
Karras Company, Inc.
NEW1,563—+1,563——$357.0K—2026-10-16
Blake Schutter Theil Wealth Advisors, LLC
DECREASED1,5501,732-182-11%$346.6K$354.0K+$7.4K2026-11-02
Sherman Asset Management, Inc.
UNCHANGED1,5461,54600%$309.3K$353.1K+$43.7K2026-11-05
Bestgate Wealth Advisors, LLC
NEW1,544—+1,544——$352.6K—2026-10-13
Melone Private Wealth, LLC
UNCHANGED1,5441,54400%$308.9K$352.5K+$43.7K2026-10-16
Global Wealth Management, LLC
UNCHANGED1,5441,54400%$309.0K$352.7K+$43.7K2026-10-15
Gordian Advisors LLC
DECREASED1,5421,712-170-10%$342.5K$352.1K+$9.6K2026-10-30
Altus Wealth Management, LLC
UNCHANGED1,5421,54200%$308.5K$352.1K+$43.6K2026-10-13
LWM Advisors Inc
UNCHANGED1,5381,53800%$307.8K$351.3K+$43.5K2026-10-08
Babb Wealth Advisors LLC
NEW1,536—+1,536——$350.7K—2026-10-30
Cobblestone Asset Management LLC
UNCHANGED1,5341,53400%$306.9K$350.3K+$43.4K2026-10-13
North Capital, Inc.
DECREASED1,5312,131-600-28%$426.3K$349.8K-$76.5K2026-10-16
Conestoga Capital Advisors, LLC
UNCHANGED1,5301,53000%$306.1K$349.4K+$43.3K2026-11-02
Uncommon Cents Investing Inc
INCREASED1,5211,041+480+46%$208.3K$347.4K+$139.1K2026-10-20
Cornerstone Wealth Advisors, Inc.
INCREASED1,5181,456+62+4%$291.3K$346.7K+$55.4K2026-10-16
Koesten, Hirschmann & Crabtree, Inc.
NEW1,517—+1,517——$346.4K—2026-10-13
Salus Financial Advisors, LLC
NEW1,514—+1,514——$345.8K—2026-10-20
Adkins Seale Capital Management LLC
UNCHANGED1,5121,51200%$302.5K$345.3K+$42.8K2026-10-27
Hamel Associates, Inc.
INCREASED1,5071,341+166+12%$267.6K$344.8K+$77.2K2026-11-06
Ironwood Wealth Management, Llc.
NEW1,505—+1,505——$343.7K—2026-10-28
JGP Global Gestao de Recursos Ltda.
NEW1,504—+1,504——$343.5K—2026-10-16
Junk Investment Group, LLC
INCREASED1,5041,376+128+9%$275.4K$343.6K+$68.2K2026-10-19
Bridgelight Financial Advisors, Inc.
INCREASED1,4991,452+47+3%$290.5K$342.2K+$51.7K2026-10-20
Pzena Investment Management LLC
INCREASED1,4951,445+50+3%$289.1K$341.4K+$52.3K2026-10-30
Compass Wealth Management LLC
UNCHANGED1,4941,49400%$298.9K$341.2K+$42.3K2026-10-22
Midwest Heritage Bank, FSB
INCREASED1,4891,382+107+8%$276.5K$340.1K+$63.5K2026-10-26
Intentional Wealth Strategies, LLC
INCREASED1,4731,050+423+40%$210.1K$336.4K+$126.4K2026-11-09
Koenig Investment Advisory, LLC
INCREASED1,4721,471+1+0%$294.3K$336.1K+$41.8K2026-10-09
Legacy Wealth Management, LLC
INCREASED1,4711,454+17+1%$290.9K$335.9K+$45.0K2026-10-22
SWF LLC
UNCHANGED1,4711,47100%$294.3K$335.9K+$41.6K2026-11-05
Demming Financial Services Corp
INCREASED1,4661,312+154+12%$262.6K$334.9K+$72.3K2026-11-09
Persium Advisors, LLC
UNCHANGED1,4661,46600%$293.4K$334.8K+$41.5K2026-10-07
Generations Wealth, LLC
DECREASED1,4642,062-598-29%$412.6K$334.3K-$78.2K2026-11-09
Lifetime Wealth Management P.C.
DECREASED1,4561,536-80-5%$307.4K$332.6K+$25.2K2026-10-29
Trust Co of Kansas
DECREASED1,4441,484-40-3%$297.0K$330-$296.7K2026-11-06
Insight Inv LLC
UNCHANGED1,4431,44300%$288.7K$329.6K+$40.8K2026-10-27
Stephenson & Company, Inc.
DECREASED1,4323,832-2,400-63%$766.7K$327.0K-$439.7K2026-10-30
Virginia Estate & Retirement Planning Advisors Inc.
UNCHANGED1,4321,43200%$286.5K$327.0K+$40.5K2026-10-14
Wealth Advisors Northwest LLC
DECREASED1,4311,470-39-3%$294.1K$326.8K+$32.7K2026-10-29
Breakwater Investment Management
INCREASED1,4241,246+178+14%$249.3K$325.2K+$75.9K2026-10-20
Aufman Associates Inc
NEW1,423—+1,423——$325.1K—2026-11-04
R. W. Roge & Company, Inc.
INCREASED1,4231,371+52+4%$274.0K$325-$273.7K2026-11-04
Fairway Financial, LLC
UNCHANGED1,4191,41900%$284.0K$324.1K+$40.2K2026-10-20
Tepp RIA, LLC
UNCHANGED1,4111,41100%$282.3K$322.2K+$39.9K2026-10-14
Sharper & Granite LLC
UNCHANGED1,4051,40500%$281.1K$245.0K-$36.1K2026-11-02
Rye Brook Capital LLC
INCREASED1,4001,000+400+40%$200.0K$320-$199.7K2026-10-07
Hollow Brook Wealth Management LLC
UNCHANGED1,3921,39200%$278.5K$318.3K+$39.7K2026-10-29
Northwest Wealth Advisors, LLC
DECREASED1,3911,656-265-16%$331.3K$317.7K-$13.7K2026-11-02
Altiora Financial Group, LLC
INCREASED1,3911,381+10+1%$276.3K$317.6K+$41.3K2026-11-04
Clark & Stuart, Inc
UNCHANGED1,3901,39000%$278.1K$317.5K+$39.4K2026-10-14
OxenFree Capital LLC
DECREASED1,3851,807-422-23%$355.9K$331.4K-$24.5K2026-10-07
CGC Financial Services, LLC
UNCHANGED1,3831,38300%$276.7K$315.9K+$39.1K2026-10-13
Heffernan Advisory, Inc
NEW1,381—+1,381——$315.4K—2026-10-13
Gimbal Financial
DECREASED1,3781,637-259-16%$327.6K$314.7K-$12.8K2026-10-19
Roan Capital Partners
INCREASED1,3781,123+255+23%$224.7K$314.7K+$90.0K2026-10-09
ADG Wealth Management Group, LLC
INCREASED1,3751,345+30+2%$269.1K$314.0K+$44.9K2026-10-23
Klein Pavlis & Peasley Financial, Inc.
DECREASED1,3681,528-160-10%$305.7K$312.4K+$6.7K2026-10-13
Bucket List Wealth Management, LLC
UNCHANGED1,3671,36700%$273.6K$312.3K+$38.7K2026-10-22
Reality Financial Planning Services, LLC
NEW1,358—+1,358——$310.1K—2026-11-03
Eiger Wealth Management, LLC
NEW1,344—+1,344——$307.0K—2026-11-03
LifeGuide Financial Advisors, LLC
NEW1,343—+1,343——$306.6K—2026-10-20
Twele Capital Management, Inc.
DECREASED1,3361,496-160-11%$299.4K$305.2K+$5.8K2026-10-13
Sfam, LLC
INCREASED1,3351,175+160+14%$235.1K$305.0K+$69.8K2026-11-03
Absher Wealth Management, LLC
INCREASED1,3281,293+35+3%$258.7K$303.3K+$44.6K2026-11-02
Moller Wealth Partners
UNCHANGED1,3251,32500%$265.1K$302.6K+$37.5K2026-10-15
RTD Financial Advisors, Inc.
DECREASED1,3232,394-1,071-45%$479.0K$302.1K-$176.9K2026-10-09
Grand Wealth Management, LLC
NEW1,320—+1,320——$301.5K—2026-11-09
Forteris Wealth Management Inc.
UNCHANGED1,3051,30500%$261.1K$298.0K+$36.9K2026-10-13
Wright Wealth LLC
DECREASED1,2981,481-183-12%$296.3K$296.4K+$1002026-10-29
American Financial & TAX Strategies Inc
UNCHANGED1,2921,29200%$258.5K$295.1K+$36.6K2026-10-16
Merrithew & Thorsten Inc
INCREASED1,286801+485+61%$160.0K$293.7K+$133.7K2026-11-06
Paller Financial Services Inc
DECREASED1,2861,425-139-10%$285.1K$293.7K+$8.6K2026-10-13
Alpha Omega Wealth Management LLC
INCREASED1,2851,125+160+14%$225.1K$293.5K+$68.4K2026-10-23
Altium Investment Strategies LLC
NEW1,277—+1,277——$291.9K—2026-10-20
Altrius Capital Management Inc
NEW1,275—+1,275——$291.2K—2026-11-05
Catherine Avery Investment Management LLC
INCREASED1,2501,235+15+1%$247.1K$285.5K+$38.4K2026-10-14
Solutions 4 Wealth, Ltd
INCREASED1,2481,171+77+7%$234.3K$285.0K+$50.7K2026-11-03
NIA Impact Advisors, LLC
DECREASED1,2481,315-67-5%$263.2K$285.1K+$21.9K2026-11-04
Inlet Private Wealth, LLC
UNCHANGED1,2481,24800%$249.7K$285.1K+$35.3K2026-10-21
Southern Capital Services Inc
INCREASED1,2361,224+12+1%$244.8K$282.2K+$37.4K2026-10-19
Compass Financial Services Inc
DECREASED1,2281,249-21-2%$249.9K$280.7K+$30.8K2026-11-06
Decker Retirement Planning Inc.
DECREASED1,2231,428-205-14%$285.8K$279.2K-$6.6K2026-10-19
Hoese & Co LLP
UNCHANGED1,2201,22000%$244.1K$278.6K+$34.5K2026-10-21
Mills Wealth Advisors LLC
INCREASED1,2181,060+158+15%$212.1K$278.1K+$66.0K2026-10-22
TME Financial, Inc.
INCREASED1,2161,022+194+19%$204.6K$277.8K+$73.2K2026-10-14
Joel Adams & Associates, Inc.
DECREASED1,2111,590-379-24%$318.1K$276.6K-$41.6K2026-11-02
Wingate Wealth Advisors, Inc.
INCREASED1,2101,041+169+16%$208.3K$276.3K+$68.0K2026-10-26
Novus Advisors, LLC
DECREASED1,2061,214-8-1%$242.9K$275.4K+$32.5K2026-11-09
Transce3nd, LLC
INCREASED1,204235+969+412%$49.6K$267.3K+$217.7K2026-10-26
Hyposwiss Advisors SA
UNCHANGED1,2001,20000%$240.1K$274.1K+$33.9K2026-10-26
Ground Swell Capital, LLC
NEW1,197—+1,197——$273.4K—2026-11-09
Founders Capital Management
UNCHANGED1,1951,19500%$239.2K$273.0K+$33.8K2026-10-13
Ulrich Consultants & Investment Group, LLC
NEW1,192—+1,192——$272.3K—2026-10-13
1620 Investment Advisors, Inc.
DECREASED1,1891,238-49-4%$247.8K$271.5K+$23.6K2026-11-04
Belleair Asset Management, LLC
DECREASED1,1801,184-40%$237.0K$269.6K+$32.6K2026-11-03
Gainline Financial Partners, LLC
DECREASED1,1681,211-43-4%$242.3K$266.7K+$24.4K2026-10-15
First International Bank of Israel Ltd.
NEW1,166—+1,166——$266.3K—2026-11-04
Israel Discount Bank of New York
INCREASED1,1591,132+27+2%$226.5K$264.7K+$38.2K2026-10-14
Holcombe Financial, Inc.
UNCHANGED1,1581,15800%$231.7K$264.5K+$32.8K2026-10-16
Harbor Group, Inc.
UNCHANGED1,1421,14200%$228.5K$260.8K+$32.3K2026-10-14
Sharkey, Howes & Javer
INCREASED1,1371,131+6+1%$226.3K$259.7K+$33.4K2026-10-22
Private Wealth Group, LLC
UNCHANGED1,1311,13100%$226.2K$258.2K+$32.0K2026-10-19
Mountain Pacific Investment Advisers LLC
NEW1,130—+1,130——$258.1K—2026-10-29
Cetera Trust Company, N.a
UNCHANGED1,1201,12000%$224.1K$255.8K+$31.7K2026-11-09
First National Bank Sioux Falls
DECREASED1,1161,809-693-38%$358.8K$254.9K-$103.9K2026-10-13
Entrust Financial LLC
DECREASED1,1161,122-6-1%$224.5K$254.9K+$30.4K2026-11-04
Oregon Pacific Wealth Management, LLC
INCREASED1,1091,048+61+6%$209.7K$253.3K+$43.6K2026-10-20
Ardent Capital Management, Inc.
UNCHANGED1,1001,10000%$220.1K$251.2K+$31.1K2026-10-16
Prairiewood Capital, LLC
NEW1,099—+1,099——$251.0K—2026-10-16
Reicon Wealth Advisors, LLC
UNCHANGED1,0971,09700%$219.4K$250.4K+$31.0K2026-11-04
Bayban
UNCHANGED1,0961,09600%$219.3K$219.3K$02026-11-05
Milestones Private Investment Advisors LLC
DECREASED1,0881,201-113-9%$240.3K$248.4K+$8.2K2026-10-19
McMill Wealth Management
INCREASED1,0871,057+30+3%$211.5K$248.3K+$36.8K2026-11-05
Freestate Advisors LLC
UNCHANGED1,0821,08200%$216.6K$247.2K+$30.6K2026-10-09
L.K. Benson & Company, P.C.
UNCHANGED1,0801,08000%$216.1K$246.7K+$30.6K2026-10-23
Flagship Private Wealth, LLC
NEW1,079—+1,079——$246.4K—2026-11-05
Leverty Financial Group, LLC
UNCHANGED1,0791,07900%$215.9K$246.4K+$30.5K2026-10-08
High Point Wealth Management, LLC
INCREASED1,073553+520+94%$110.6K$245.0K+$134.4K2026-11-05
TT Capital Management LLC
NEW1,071—+1,071——$244.7K—2026-10-15
Fiduciary Advisors, Inc.
INCREASED1,064933+131+14%$186.7K$243.0K+$56.3K2026-10-16
Family Office Research LLC
DECREASED1,0602,070-1,010-49%$414.2K$242.1K-$172.1K2026-10-14
Xena Financial Planning, LLC
DECREASED1,0601,428-368-26%$285.7K$242.1K-$43.6K2026-10-13
Arbor Wealth Advisors LLC
UNCHANGED1,0601,06000%$212.1K$242.1K+$30.0K2026-10-09
Provident Trust Co
UNCHANGED1,0581,05800%$211.7K$241.6K+$29.9K2026-10-29
Presper Financial Architects, LLC
DECREASED1,0531,328-275-21%$265.7K$240.5K-$25.2K2026-11-09
Beacon Wealthcare LLC
NEW1,051—+1,051——$240.1K—2026-10-02
Portfolio Resources Advisor Group, Inc.
DECREASED1,0451,087-42-4%$217.5K$238.9K+$21.4K2026-10-20
Walker Financial Services, Inc.
NEW1,044—+1,044——$238.5K—2026-10-26
Rochester Wealth Strategies, LLC
INCREASED1,0441,033+11+1%$206.8K$238.5K+$31.7K2026-11-03
Wrenne Financial Planning LLC
INCREASED1,0411,039+2+0%$207.9K$237.7K+$29.9K2026-10-30
Arcadia Investment Advisors LLC
UNCHANGED1,0301,03000%$206.1K$235.2K+$29.1K2026-10-13
MontVue Capital Management, Inc.
UNCHANGED1,0301,03000%$206.1K$235.2K+$29.1K2026-10-19
Avory & Company, LLC
NEW1,021—+1,021——$233.3K—2026-10-21
Searle & Co.
DECREASED1,0201,850-830-45%$370.2K$232.9K-$137.2K2026-11-04
Magnolia Wealth Management, LLC
UNCHANGED1,0201,02000%$204.0K$232.9K+$28.8K2026-10-16
HighRoad Wealth Advisors, LLC
DECREASED1,0071,057-50-5%$211.6K$230.1K+$18.5K2026-10-14
Whitegate Investment Counselors, Inc.
UNCHANGED1,0021,00200%$200.5K$228.8K+$28.3K2026-11-02
Horizons Wealth Management
NEW1,000—+1,000——$228.4K—2026-10-05
Investment Management Associates Inc
UNCHANGED1,0001,00000%$200.1K$228.4K+$28.3K2026-10-29
Legacy Financial Independent Advisors LLC
UNCHANGED1,0001,00000%$200.1K$228.4K+$28.3K2026-11-02
American National Bank of Texas
UNCHANGED1,0001,00000%$200.1K$228.4K+$28.3K2026-10-07
Diversified Investment Strategies, LLC
UNCHANGED1,0001,00000%$200.1K$228.4K+$28.3K2026-10-28
Courage Miller Partners, LLC
NEW995—+995——$227.3K—2026-10-21
Trace Wealth Advisors, LLC
DECREASED9871,032-45-4%$206.5K$225.4K+$18.9K2026-10-30
Lesa Sroufe & Co
DECREASED9841,484-500-34%$297.0K$225-$296.8K2026-10-29
MJT & Associates Financial Advisory Group, Inc.
DECREASED9824,345-3,363-77%$869.3K$224.3K-$645.0K2026-10-07
Thayer Financial, L.L.C.
NEW978—+978——$225.8K—2026-10-21
HFR Wealth Management, LLC
NEW978—+978——$223.5K—2026-11-09
MidAtlantic Capital Management, Inc.
NEW975—+975——$222.7K—2026-11-05
Northwest Financial Advisors
DECREASED9741,095-121-11%$219.1K$222.4K+$3.3K2026-10-27
Lakewood Asset Management LLC
NEW973—+973——$222.2K—2026-10-26
Confluence Investment Management LLC
DECREASED9671,013-46-5%$202.7K$220.8K+$18.2K2026-10-01
apricus wealth, LLC
NEW965—+965——$220.4K—2026-10-26
Thor Investment Management Inc
NEW963—+963——$219.9K—2026-10-13
Amicus Financial Advisors, LLC
NEW962—+962——$219.8K—2026-11-03
Portland Financial Advisors Inc
NEW957—+957——$218.6K—2026-10-26
Sagace Wealth Management LLC
NEW956—+956——$218.3K—2026-10-28
Saybrook Capital
NEW950—+950——$217.0K—2026-10-27
Envision Financial LLC
NEW950—+950——$217.0K—2026-10-15
J2 Capital Management Inc
DECREASED9491,067-118-11%$213.5K$216.8K+$3.3K2026-10-19
Onyx Financial Advisors, LLC
NEW938—+938——$214.2K—2026-10-21
Founders Capital Management, LLC
NEW935—+935——$213.5K—2026-10-23
Clarity Capital Advisors, LLC
NEW934—+934——$213.3K—2026-10-27
Arrien Investments, Inc.
NEW931—+931——$212.6K—2026-10-30
Guardian Wealth Advisors, LLC
NEW925—+925——$201.6K—2026-10-30
Tandem Investment Advisors, Inc.
DECREASED9231,255-332-26%$251.1K$210.8K-$40.3K2026-11-04
Hopwood Financial Services, Inc.
DECREASED9211,186-265-22%$237.3K$210.3K-$27.0K2026-10-29
Sage Financial Group Inc
NEW920—+920——$210.1K—2026-10-27
Sterling Investment Management, LLC
DECREASED9151,097-182-17%$219.5K$209.0K-$10.5K2026-10-16
Zeit Capital LLC
UNCHANGED90090000%$180.1K$205.5K+$25.5K2026-10-19
Anchor Capital Advisors LLC
NEW899—+899——$205.3K—2026-11-05
Parrish Capital LLC
NEW886—+886——$202.3K—2026-10-01
Clarity Wealth Development LLC
DECREASED8791,106-227-21%$221.3K$200.7K-$20.6K2026-10-22
Pioneer Family Office, LLC
UNCHANGED86086000%$172.1K$196.4K+$24.3K2026-10-30
Glynn Capital Management LLC
INCREASED847764+83+11%$152.9K$193.4K+$40.6K2026-10-07
Disciplina Capital Management LLC
UNCHANGED84784700%$169.4K$193.3K+$24.0K2026-11-06
Monetary Solutions, Ltd
INCREASED807775+32+4%$155.1K$184.3K+$29.2K2026-10-22
LAM Group, Inc.
UNCHANGED80780700%$161.5K$184.3K+$22.8K2026-10-26
Gladstone Capital Management LLP
UNCHANGED72972900%$145.9K$166.5K+$20.6K2026-11-06
Luken Investment Analytics, LLC
UNCHANGED62162100%$124.3K$141.8K+$17.6K2026-11-06
Livelsberger Financial Advisory
NEW620—+620——$141.7K—2026-10-28
Sarver Vrooman Wealth Advisors
INCREASED555285+270+95%$56.7K$126.8K+$70.1K2026-10-01
Halbert Hargrove Global Advisors, LLC
INCREASED554491+63+13%$98.3K$126.4K+$28.2K2026-10-16
Mint Tower Capital Management B.V.
NEW500—+500——$114—2026-11-09
Lummis Asset Management, LP
UNCHANGED49749700%$99.4K$113.5K+$14.1K2026-11-09
Birchwood Financial Partners, Inc.
INCREASED493256+237+93%$51.2K$112.6K+$61.4K2026-11-02
Kroeger Financial Partners
UNCHANGED46046000%$92.0K$105.1K+$13.0K2026-10-19
West Financial Advisors, LLC
UNCHANGED44344300%$88.6K$101.2K+$12.5K2026-10-22
John Boyer, Inc.
NEW440—+440——$100.6K—2026-10-27
PayPay Securities Corp
DECREASED439494-55-11%$98.8K$100.3K+$1.4K2026-10-27
Acima Private Wealth, LLC
UNCHANGED41041000%$82.0K$93.6K+$11.6K2026-10-05
PMV Capital Advisers, LLC
INCREASED394393+1+0%$78.6K$90.0K+$11.3K2026-11-09
NorthAvenue LLC
DECREASED393604-211-35%$120.8K$89.8K-$31.0K2026-10-29
Granite FO LLC
UNCHANGED35035000%$70.0K$79.9K+$9.9K2026-10-14
Access Investment Management LLC
INCREASED340240+100+42%$48.0K$77.7K+$29.6K2026-10-23
Bernzott Capital Advisors
NEW314—+314——$71.7K—2026-10-29
Frankly Finances, LLC
UNCHANGED30030000%$60.0K$68.5K+$8.5K2026-10-28
McCarley & Cook Financial Planners
INCREASED266249+17+7%$49.8K$60.7K+$10.9K2026-10-21
Syntax Research, Inc.
UNCHANGED26026000%$52.1K$59.5K+$7.4K2026-11-04
Horrell Capital Management, Inc.
DECREASED248430-182-42%$86.1K$56.7K-$29.4K2026-10-08
Phillip James Consulting Co.
UNCHANGED23223200%$46.4K$53.0K+$6.6K2026-11-03
Inspire Investing, LLC
DECREASED203303-100-33%$60.7K$46.4K-$14.3K2026-10-22
Hara Capital LLC
UNCHANGED20020000%$40.0K$45.7K+$5.7K2026-10-30
Accordant Advisory Group Inc
UNCHANGED20020000%$40.0K$45.7K+$5.7K2026-10-29
Your Advocates Ltd., LLP
DECREASED189303-114-38%$60.6K$43.2K-$17.5K2026-11-03
Harbor Asset Planning, Inc.
UNCHANGED17517500%$35.0K$40.0K+$5.0K2026-10-23
Montgomery Financial Services LLC
INCREASED171138+33+24%$27.6K$39.1K+$11.4K2026-11-03
Newton One Investments LLC
NEW150—+150——$34.3K—2026-10-14
Pflug Koory, LLC
UNCHANGED14614600%$29.1K$33.3K+$4.1K2026-10-26
Networth Advisors, LLC
UNCHANGED14314300%$28.6K$32.7K+$4.0K2026-11-03
Bulwark Capital Corp
INCREASED14040+100+250%$8.0K$32.0K+$24.0K2026-10-13
Spurstone Advisory Services, LLC
UNCHANGED14014000%$27.7K$32.3K+$4.7K2026-11-02
Beutel, Goodman & Co Ltd.
UNCHANGED13213200%$26$30+$42026-11-04
Intelligent Financial Strategies
NEW113—+113——$25.8K—2026-10-16
MH & Associates Securities Management Corp
UNCHANGED10410400%$20.8K$23.8K+$2.9K2026-10-30
Park Square Financial Group, LLC
DECREASED102112-10-9%$22.4K$23.3K+$8852026-11-09
Advantage Trust Co
UNCHANGED858500%$17.0K$19.4K+$2.4K2026-10-19
USA Financial Formulas
NEW68—+68——$15.5K—2026-10-16
3 Factor Indexing, LLC
INCREASED6563+2+3%$12.6K$14.8K+$2.2K2026-10-15
J. R. Prunier Capital Management LLC
UNCHANGED505000%$10.0K$11.4K+$1.4K2026-11-09
Daytona Street Capital LLC
NEW40—+40——$9.5K—2026-10-15
Whipplewood Advisors, LLC
DECREASED27532-505-95%$106.4K$6.2K-$100.3K2026-10-20
Dorato Capital Management
UNCHANGED272700%$5.7K$6.4K+$7162026-10-08
NFJ Investment Group, LLC
UNCHANGED252500%$5.0K$5.7K+$7082026-11-09
Schuylkill Financial LLC
DECREASED10115-105-91%$23.0K$2.3K-$20.7K2026-10-21
4Thought Financial Group Inc.
NEW1—+1——$273—2026-11-02
MilWealth Group LLC
UNCHANGED1100%$201$229+$282026-11-02
Belvedere Trading LLC
CLOSED01,982,242-1,982,242-100%$396.6M$0-$396.6M2026-11-05
Mishpacha Holdings Corp
CLOSED0392,328-392,328-100%$78.5M$0-$78.5M2026-10-16
Akuna Securities LLC
CLOSED0197,957-197,957-100%$39.6M$0-$39.6M2026-11-09
Waratah Capital Advisors Ltd.
CLOSED0103,208-103,208-100%$20.7M$0-$20.7M2026-11-06
SeaTown Holdings Pte. Ltd.
CLOSED094,067-94,067-100%$18.8M$0-$18.8M2026-10-07
Privium Fund Management (UK) Ltd
CLOSED048,200-48,200-100%$9.4M$0-$9.4M2026-10-30
Spear Advisors LLC
CLOSED046,143-46,143-100%$9.2M$0-$9.2M2026-10-27
Capelight Capital Asset Management LP
CLOSED046,000-46,000-100%$9.2M$0-$9.2M2026-10-23
Miura Global Management, LLC
CLOSED030,000-30,000-100%$6.0M$0-$6.0M2026-10-05
Scarborough Advisors, LLC
CLOSED023,682-23,682-100%$4.9M$0-$4.9M2026-10-16
Aubrey Capital Management Ltd
CLOSED019,500-19,500-100%$3.9M$0-$3.9M2026-10-19
Donoghue Forlines LLC
CLOSED019,231-19,231-100%$3.8M$0-$3.8M2026-11-02
FNY Investment Advisers, LLC
CLOSED019,143-19,143-100%$3.8K$0-$3.8K2026-10-16
Brilliance Asset Management LTD
CLOSED018,206-18,206-100%$4.1M$0-$4.1M2026-11-10
Carlson Capital, L.P.
CLOSED013,198-13,198-100%$2.6M$0-$2.6M2026-11-09
Advent Capital Management
CLOSED013,000-13,000-100%$2.6M$0-$2.6M2026-11-09
Phocas Financial Corp.
CLOSED012,430-12,430-100%$2.5M$0-$2.5M2026-11-09
Sunesis Advisors, LLC
CLOSED012,320-12,320-100%$2.5M$0-$2.5M2026-10-26
Napean Trading & Investment Co (Singapore) PTE Ltd
CLOSED08,418-8,418-100%$1.7M$0-$1.7M2026-11-06
Arbor Capital Management Inc
CLOSED07,927-7,927-100%$1.5M$0-$1.5M2026-10-21
Blue Jean Financial LLC
CLOSED07,793-7,793-100%$1.6M$0-$1.6M2026-10-20
Crystal Rock Capital Management
CLOSED07,090-7,090-100%$1.4M$0-$1.4M2026-10-28
Check Capital Management Inc
CLOSED06,154-6,154-100%$1.2M$0-$1.2M2026-11-05
DBA Trading, LLC
CLOSED06,000-6,000-100%$1.0M$0-$1.0M2026-11-04
Wolverine Asset Management LLC
CLOSED05,374-5,374-100%$1.1M$0-$1.1M2026-11-02
Camelot Portfolios, LLC
CLOSED04,244-4,244-100%$849.2K$0-$849.2K2026-11-09
All-Stars Investment Ltd
CLOSED04,000-4,000-100%$800.4K$0-$800.4K2026-11-03
Ameraudi Asset Management, Inc.
CLOSED03,980-3,980-100%$796.4K$0-$796.4K2026-11-05
Provident Wealth Management, LLC
CLOSED03,578-3,578-100%$715.9K$0-$715.9K2026-10-20
Axim Planning & Wealth
CLOSED03,219-3,219-100%$644.1K$0-$644.1K2026-10-28
Baron Financial Group, LLC
CLOSED03,074-3,074-100%$615.1K$0-$615.1K2026-10-09
Core Wealth Management, Inc.
CLOSED03,041-3,041-100%$608.5K$0-$608.5K2026-10-22
46 Peaks LLC
CLOSED02,935-2,935-100%$587.2K$0-$587.2K2026-11-03
Capital CS Group, LLC
CLOSED02,683-2,683-100%$536.8K$0-$536.8K2026-10-29
Berkeley, Inc
CLOSED02,178-2,178-100%$435.8K$0-$435.8K2026-10-20
MQS Management LLC
CLOSED02,065-2,065-100%$413.2K$0-$413.2K2026-11-06
Skylands Capital, LLC
CLOSED02,000-2,000-100%$400.2K$0-$400.2K2026-10-21
Moneywise, Inc.
CLOSED01,831-1,831-100%$366.3K$0-$366.3K2026-10-30
Strategic Equity Management
CLOSED01,772-1,772-100%$354.5K$0-$354.5K2026-11-04
Fund Evaluation Group, LLC
CLOSED01,484-1,484-100%$296.9K$0-$296.9K2026-11-05
AlpenGlobal Capital LLC
CLOSED01,360-1,360-100%$272.1K$0-$272.1K2026-11-06
Sentinel Trust Co LBA
CLOSED01,322-1,322-100%$265$0-$2652026-11-03
RCS Financial Planning, LLC
CLOSED01,293-1,293-100%$258.7K$0-$258.7K2026-10-14
Newport Capital Group, LLC
CLOSED01,274-1,274-100%$254.9K$0-$254.9K2026-10-16
Forte Asset Management LLC
CLOSED01,232-1,232-100%$246.5K$0-$246.5K2026-10-13
Emory University
CLOSED01,209-1,209-100%$241.9K$0-$241.9K2026-11-09
Leading Edge Financial Planning LLC
CLOSED01,205-1,205-100%$241.1K$0-$241.1K2026-10-23
Stash Investments, LLC
CLOSED01,194-1,194-100%$238.9K$0-$238.9K2026-10-26
Prota Financial, LLC
CLOSED01,174-1,174-100%$232.0K$0-$232.0K2026-10-08
Approach Retirement Advisors, LLC
CLOSED01,156-1,156-100%$231.3K$0-$231.3K2026-10-22
Lecap Asset Management LTD
CLOSED01,133-1,133-100%$226.7K$0-$226.7K2026-10-27
Olympiad Research LP
CLOSED01,060-1,060-100%$212.1K$0-$212.1K2026-11-04
Ball & Co Wealth Management Inc.
CLOSED01,040-1,040-100%$208.0K$0-$208.0K2026-11-05
Englebert Financial Advisers, LLC
CLOSED0624-624-100%$124.9K$0-$124.9K2026-10-20
Strategic Wealth Advisors LLC
CLOSED0617-617-100%$115$0-$1152026-11-06
Sims Investment Management, LLC
CLOSED0325-325-100%$65.0K$0-$65.0K2026-10-13
Board of the Pension Protection Fund
CLOSED0100-100-100%$20.0K$0-$20.0K2026-11-09
Midway Capital Research & Management
CLOSED076-76-100%$15.2K$0-$15.2K2026-10-20
Capitol Family Office, Inc.
CLOSED070-70-100%$14.0K$0-$14.0K2026-10-13
Evolution Advisers, Inc.
CLOSED070-70-100%$14.0K$0-$14.0K2026-11-06
Discovery Value Fund
DECREASED0198,874-198,874-100%$39.8M$0-$39.8M2026-11-10
Illumine Investment Management, LLC
UNCHANGED000—$556.9K$635.8K+$79.0K2026-10-22
Prairie Wealth Advisors, Inc.
UNCHANGED000—$34.0M$38.5M+$4.5M2026-10-29
BlackRock, Inc.
N/A—1,941,918,386-1,941,918,386-100%$388.6B———
Vanguard Capital Management LLC
N/A—1,540,816,358-1,540,816,358-100%$308.3B———
FMR LLC
N/A—1,026,051,548-1,026,051,548-100%$205.3B———
State Street Corp
N/A—1,009,783,437-1,009,783,437-100%$202.0B———
Vanguard Portfolio Management LLC
N/A—517,816,949-517,816,949-100%$103.6B———
JPMorgan Chase & Co
N/A—449,404,578-449,404,578-100%$87.6B———
Price T Rowe Associates Inc
N/A—369,829,781-369,829,781-100%$74.0B———
Morgan Stanley
N/A—356,420,089-356,420,089-100%$71.3B———
Invesco Ltd.
N/A—329,593,488-329,593,488-100%$65.9B———
Norges Bank
N/A—325,951,734-325,951,734-100%$65.2B———
Northern Trust Corp
N/A—251,042,789-251,042,789-100%$50.2B———
Capital Research Global Investors
N/A—202,740,420-202,740,420-100%$40.6B———
Bank of America Corp
N/A—195,366,864-195,366,864-100%$39.1B———
UBS Asset Management Americas LLC
N/A—194,380,101-194,380,101-100%$38.9B———
Goldman Sachs Group Inc
N/A—192,146,665-192,146,665-100%$38.4B———
Charles Schwab Investment Management Inc
N/A—160,214,733-160,214,733-100%$32.1B———
Legal & General Group Plc
N/A—158,902,241-158,902,241-100%$31.8B———
Vanguard Fiduciary Trust Co
N/A—137,996,403-137,996,403-100%$27.6B———
Nuveen, LLC
N/A—134,450,408-134,450,408-100%$26.9B———
Wellington Management Group LLP
N/A—122,084,399-122,084,399-100%$24.4B———
Capital World Investors
N/A—109,129,403-109,129,403-100%$21.8B———
Alliancebernstein L.P.
N/A—96,220,845-96,220,845-100%$16.8B———
Capital International Investors
N/A—92,952,010-92,952,010-100%$18.6B———
Ameriprise Financial Inc
N/A—91,774,633-91,774,633-100%$18.3B———
Franklin Resources Inc
N/A—91,271,697-91,271,697-100%$18.3B———
Royal Bank of Canada
N/A—87,111,508-87,111,508-100%$17.4B———
UBS Group AG
N/A—83,070,573-83,070,573-100%$16.6B———
Jupiter Topco LLC
N/A—80,761,806-80,761,806-100%$16.2B———
HSBC Holdings PLC
N/A—77,642,992-77,642,992-100%$15.5B———
Van Eck Associates Corp
N/A—75,849,721-75,849,721-100%$15.2B———
Swiss National Bank
N/A—65,110,300-65,110,300-100%$13.0B———
Jennison Associates LLC
N/A—64,347,295-64,347,295-100%$12.9B———
Massachusetts Financial Services Co
N/A—62,506,436-62,506,436-100%$13.7B———
SG Americas Securities, LLC
N/A—62,298,007-62,298,007-100%$12.5B———
American Century Companies Inc
N/A—60,626,286-60,626,286-100%$12.1B———
Wells Fargo & Company
N/A—58,859,953-58,859,953-100%$11.8B———
Vanguard Global Advisers, LLC
N/A—52,159,704-52,159,704-100%$10.4B———
Canada Pension Plan Investment Board
N/A—51,428,520-51,428,520-100%$10.3B———
National Pension Service
N/A—50,834,621-50,834,621-100%$10.2B———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—46,340,696-46,340,696-100%$9.3B———
California Public Employees Retirement System
N/A—46,071,341-46,071,341-100%$9.2B———
Schroder Investment Management Group
N/A—46,042,711-46,042,711-100%$9.2B———
Vanguard Asset Management, Ltd
N/A—45,333,220-45,333,220-100%$9.1B———
Rhumbline Advisers
N/A—41,543,349-41,543,349-100%$8.3B———
Loomis Sayles & Co L P
N/A—39,501,911-39,501,911-100%$7.9B———
National Bank of Canada
N/A—38,799,597-38,799,597-100%$7.8B———
AQR Capital Management LLC
N/A—37,823,393-37,823,393-100%$7.5B———
Raymond James Financial Inc
N/A—35,890,048-35,890,048-100%$7.2B———
California State Teachers Retirement System
N/A—35,021,490-35,021,490-100%$7.0B———
Victory Capital Management Inc
N/A—34,853,857-34,853,857-100%$7.0B———
Arrowstreet Capital, Limited Partnership
N/A—34,746,375-34,746,375-100%$7.0B———
BNP Paribas Financial Markets
N/A—33,236,556-33,236,556-100%$6.7B———
Clearbridge Investments, LLC
N/A—32,688,195-32,688,195-100%$6.5B———
Clear Street Group Inc.
N/A—30,700,549-30,700,549-100%$6.1B———
Neuberger Berman Group LLC
N/A—30,582,784-30,582,784-100%$6.1B———
Allianz Asset Management GmbH
N/A—30,069,187-30,069,187-100%$6.0B———
BNP Paribas Asset Management Holding S.A.
N/A—29,444,273-29,444,273-100%$5.9B———
Voya Investment Management LLC
N/A—28,576,141-28,576,141-100%$5.7B———
Mariner, LLC
N/A—25,953,279-25,953,279-100%$5.2B———
TD Asset Management Inc
N/A—25,361,797-25,361,797-100%$5.1B———
New York State Common Retirement Fund
N/A—24,862,109-24,862,109-100%$5.0B———
Envestnet Asset Management Inc
N/A—23,901,229-23,901,229-100%$4.8B———
Quantinno Capital Management LP
N/A—23,344,941-23,344,941-100%$4.7B———
SEI Investments Co
N/A—22,568,298-22,568,298-100%$4.1B———
Aviva PLC
N/A—22,139,372-22,139,372-100%$4.4B———
Healthcare of Ontario Pension Plan Trust Fund
N/A—22,108,357-22,108,357-100%$4.4B———
Adage Capital Partners GP, L.L.C.
N/A—21,940,610-21,940,610-100%$4.4B———
Ensign Peak Advisors, Inc
N/A—21,931,975-21,931,975-100%$4.4B———
Natixis Advisors, LLC
N/A—21,546,621-21,546,621-100%$4.3B———
Nomura Asset Management Co LTD
N/A—21,049,579-21,049,579-100%$4.2B———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—20,958,131-20,958,131-100%$4.2B———
Prudential Financial Inc
N/A—20,852,416-20,852,416-100%$4.2B———
Susquehanna International Group, LLP
N/A—20,815,494-20,815,494-100%$4.2B———
CIBC Bancorp USA Inc.
N/A—20,402,797-20,402,797-100%$4.1B———
D. E. Shaw & Co., Inc.
N/A—20,042,818-20,042,818-100%$4.0B———
State Board of Administration of Florida Retirement System
N/A—19,899,706-19,899,706-100%$4.0B———
Manufacturers Life Insurance Company, the
N/A—19,009,807-19,009,807-100%$3.8B———
Canada Life Assurance Co
N/A—18,795,740-18,795,740-100%$3.7B———
Royal London Asset Management LTD
N/A—17,986,795-17,986,795-100%$3.6B———
Fred Alger Management, LLC
N/A—17,725,271-17,725,271-100%$3.5B———
Bank of Nova Scotia
N/A—17,615,546-17,615,546-100%$3.5B———
Credit Agricole S A
N/A—17,104,751-17,104,751-100%$3.4B———
Primecap Management Co
N/A—17,079,180-17,079,180-100%$3.4B———
T. Rowe Price Investment Management, Inc.
N/A—16,865,766-16,865,766-100%$3.4B———
Toronto Dominion Bank
N/A—16,767,240-16,767,240-100%$3.4B———
Stifel Financial Corp
N/A—16,520,061-16,520,061-100%$3.3B———
Korea Investment Corp
N/A—16,445,980-16,445,980-100%$3.3B———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—16,044,554-16,044,554-100%$3.2B———
Winslow Capital Management, LLC
N/A—15,600,375-15,600,375-100%$3.1B———
Jones Financial Companies Lllp
N/A—15,105,851-15,105,851-100%$2.9B———
Nomura Asset Management International Inc.
N/A—14,647,179-14,647,179-100%$2.9B———
Chevy Chase Trust Holdings, LLC
N/A—14,572,074-14,572,074-100%$2.9B———
Sands Capital Management, LLC
N/A—14,059,454-14,059,454-100%$2.8B———
Polar Capital Holdings Plc
N/A—13,828,945-13,828,945-100%$2.8B———
Storebrand Asset Management AS
N/A—13,758,264-13,758,264-100%$2.8B———
Cerity Partners LLC
N/A—13,610,763-13,610,763-100%$2.7B———
Lazard Asset Management LLC
N/A—12,856,624-12,856,624-100%$2.6B———
Rafferty Asset Management, LLC
N/A—12,793,123-12,793,123-100%$2.6B———
Caisse de Depot ET Placement DU Quebec
N/A—12,504,221-12,504,221-100%$2.5B———
Mitsubishi UFJ Trust & Banking Corp
N/A—12,430,225-12,430,225-100%$2.5B———
Focus Partners Wealth
N/A—12,427,184-12,427,184-100%$2.5B———
State of Wisconsin Investment Board
N/A—12,328,989-12,328,989-100%$2.5B———
LOS Angeles Capital Management LLC
N/A—12,251,959-12,251,959-100%$2.5B———
Millennium Management LLC
N/A—12,157,614-12,157,614-100%$2.4B———
Vanguard Investments Australia, Ltd.
N/A—11,825,275-11,825,275-100%$2.4B———
Citadel Advisors LLC
N/A—11,815,467-11,815,467-100%$2.4B———
Jane Street Group, LLC
N/A—11,805,610-11,805,610-100%$2.4B———
DnB Asset Management AS
N/A—11,424,021-11,424,021-100%$2.3B———
Mirae Asset Global Etfs Holdings Ltd.
N/A—11,345,300-11,345,300-100%$2.3B———
Panagora Asset Management Inc
N/A—11,297,783-11,297,783-100%$2.3B———
Tiger Global Management LLC
N/A—11,198,773-11,198,773-100%$2.2B———
FIL Ltd
N/A—11,138,503-11,138,503-100%$2.2B———
APG Asset Management N.V.
N/A—10,963,644-10,963,644-100%$1.9B———
Man Group plc
N/A—10,915,067-10,915,067-100%$2.2B———
First Trust Advisors LP
N/A—10,869,435-10,869,435-100%$2.2B———
Treasurer of the State of North Carolina
N/A—10,803,573-10,803,573-100%$2.2B———
Public Employees Retirement Association of Colorado
N/A—10,695,086-10,695,086-100%$2.1B———
Brown Advisory Inc
N/A—10,292,967-10,292,967-100%$2.1B———
Fayez Sarofim & Co
N/A—10,039,246-10,039,246-100%$2.0B———
KLP Kapitalforvaltning AS
N/A—9,964,860-9,964,860-100%$2.0B———
Cetera Investment Advisers
N/A—9,867,279-9,867,279-100%$2.0B———
Federated Hermes, Inc.
N/A—9,482,880-9,482,880-100%$1.9B———
1832 Asset Management L.P.
N/A—9,435,289-9,435,289-100%$1.9B———
Altimeter Capital Management, LP
N/A—9,413,589-9,413,589-100%$1.9B———
Rockefeller Capital Management L.P.
N/A—9,264,434-9,264,434-100%$1.9B———
Osaic Holdings, Inc.
N/A—9,198,621-9,198,621-100%$1.8B———
Public Employees Retirement System of Ohio
N/A—9,182,363-9,182,363-100%$1.8B———
Public Sector Pension Investment Board
N/A—9,173,845-9,173,845-100%$1.8B———
Jacobs Levy Equity Management, Inc
N/A—8,842,786-8,842,786-100%$1.8B———
Captrust Financial Advisors
N/A—8,797,901-8,797,901-100%$1.8B———
Marshall Wace, LLP
N/A—8,637,159-8,637,159-100%$1.7B———
Menora Mivtachim Holdings Ltd.
N/A—8,518,405-8,518,405-100%$1.7B———
Life Cycle Investment Partners Ltd
N/A—8,474,723-8,474,723-100%$1.7B———
CI Investments Inc.
N/A—8,451,853-8,451,853-100%$1.7B———
State of Tennessee, Department of Treasury
N/A—8,391,486-8,391,486-100%$1.7B———
Teacher Retirement System of Texas
N/A—8,199,890-8,199,890-100%$1.6B———
ING Groep NV
N/A—8,124,577-8,124,577-100%$1.6B———
Capitolis Liquid Global Markets LLC
N/A—8,099,495-8,099,495-100%$1.6B———
Westfield Capital Management Co LP
N/A—8,079,926-8,079,926-100%$1.6B———
Lord, Abbett & Co. LLC
N/A—8,013,268-8,013,268-100%$1.6B———
Mercer Global Advisors Inc
N/A—7,685,771-7,685,771-100%$1.5B———
Tredje Ap-fonden
N/A—7,483,918-7,483,918-100%$1.5B———
Resona Asset Management Co.,Ltd.
N/A—7,418,187-7,418,187-100%$1.5B———
AustralianSuper Pty Ltd
N/A—7,321,096-7,321,096-100%$1.5B———
Renaissance Technologies LLC
N/A—7,091,256-7,091,256-100%$1.4B———
Capstone Investment Advisors, LLC
N/A—6,869,767-6,869,767-100%$1.4B———
Employees Provident Fund Board
N/A—6,848,392-6,848,392-100%$1.4B———
Worldquant Millennium Advisors LLC
N/A—6,577,266-6,577,266-100%$1.3B———
Axiom Investors LLC
N/A—6,544,722-6,544,722-100%$1.3B———
MetLife Investment Management, LLC
N/A—6,442,838-6,442,838-100%$1.3B———
Rathbones Group PLC
N/A—6,376,605-6,376,605-100%$1.3B———
Two Sigma Investments, LP
N/A—6,284,574-6,284,574-100%$1.3B———
H&H International Investment, LLC
N/A—6,280,675-6,280,675-100%$1.3B———
Tidal Investments LLC
N/A—6,208,455-6,208,455-100%$1.2B———
Holocene Advisors, LP
N/A—6,083,601-6,083,601-100%$1.2B———
Coatue Management LLC
N/A—6,055,197-6,055,197-100%$1.2B———
Northwestern Mutual Wealth Management Co
N/A—5,923,023-5,923,023-100%$1.2B———
Nissay Asset Management Corp N
N/A—5,903,568-5,903,568-100%$1.2B———
Connor, Clark & Lunn Investment Management Ltd.
N/A—5,893,585-5,893,585-100%$1.2B———
Macquarie Group LTD
N/A—5,825,489-5,825,489-100%$1.2B———
Woodline Partners LP
N/A—5,400,499-5,400,499-100%$1.1B———
Blair William & Co
N/A—5,374,424-5,374,424-100%$1.1B———
TCW Group Inc
N/A—5,351,808-5,351,808-100%$1.1B———
Weiss Asset Management LP
N/A—5,263,485-5,263,485-100%$1.1B———
Vinva Investment Management Ltd
N/A—5,236,319-5,236,319-100%$1.0B———
Commerce Bank
N/A—5,152,698-5,152,698-100%$1.0B———
Voyager Global Management LP
N/A—5,100,000-5,100,000-100%$1.0B———
Pinebridge Investments LLC
N/A—5,057,898-5,057,898-100%$1.0B———
Baird Financial Group, Inc.
N/A—5,033,805-5,033,805-100%$1.0B———
Zurich Insurance Group Ltd
N/A—4,824,127-4,824,127-100%$965.3M———
Carmignac Gestion
N/A—4,795,726-4,795,726-100%$959.4M———
WCM Investment Management, LLC
N/A—4,767,428-4,767,428-100%$929.5M———
Mairs & Power Inc
N/A—4,707,792-4,707,792-100%$942.0M———
DSM Capital Partners LLC
N/A—4,702,822-4,702,822-100%$941.0M———
Janney Montgomery Scott LLC
N/A—4,692,290-4,692,290-100%$938.9M———
Nomura Holdings Inc
N/A—4,680,644-4,680,644-100%$936.6M———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—4,671,972-4,671,972-100%$934.8M———
CIBC World Market Inc.
N/A—4,648,585-4,648,585-100%$930.1M———
IEQ Capital, LLC
N/A—4,601,434-4,601,434-100%$920.7M———
Edgewood Management LLC
N/A—4,582,508-4,582,508-100%$916.9M———
MML Investors Services, LLC
N/A—4,528,103-4,528,103-100%$906.0M———
Federation des caisses Desjardins du Quebec
N/A—4,235,158-4,235,158-100%$847.4M———
USS Investment Management Ltd
N/A—4,189,694-4,189,694-100%$837.0M———
QRG Capital Management, Inc.
N/A—4,128,722-4,128,722-100%$826.1M———
O'shaughnessy Asset Management, LLC
N/A—4,105,300-4,105,300-100%$821.4M———
Gotham Asset Management, LLC
N/A—4,018,967-4,018,967-100%$804.2M———
Polen Capital Management LLC
N/A—3,978,446-3,978,446-100%$796.0M———
Boston Partners
N/A—3,977,013-3,977,013-100%$798.2M———
Omers Administration Corp
N/A—3,964,779-3,964,779-100%$793.3M———
Huntington National Bank
N/A—3,946,522-3,946,522-100%$789.7M———
Hudson Bay Capital Management LP
N/A—3,927,100-3,927,100-100%$785.8M———
Varma Mutual Pension Insurance Co
N/A—3,920,566-3,920,566-100%$784.5M———
Bridgewater Associates, LP
N/A—3,866,195-3,866,195-100%$773.6M———
AE Wealth Management LLC
N/A—3,849,032-3,849,032-100%$770.2M———
Vanguard Personalized Indexing Management, LLC
N/A—3,838,871-3,838,871-100%$768.1M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—3,826,639-3,826,639-100%$763.8M———
Impax Asset Management Group plc
N/A—3,722,756-3,722,756-100%$744.9M———
M&T Bank Corp
N/A—3,613,820-3,613,820-100%$723.1M———
Mediolanum International Funds Ltd
N/A—3,591,853-3,591,853-100%$700.3M———
Utah Retirement Systems
N/A—3,541,864-3,541,864-100%$708.7M———
Pathstone Holdings, LLC
N/A—3,507,777-3,507,777-100%$703.7M———
NewEdge Advisors, LLC
N/A—3,483,179-3,483,179-100%$696.9M———
British Columbia Investment Management Corp
N/A—3,460,942-3,460,942-100%$692.5M———
Erste Asset Management GmbH
N/A—3,446,949-3,446,949-100%$673.5M———
Qube Research & Technologies Ltd
N/A—3,388,022-3,388,022-100%$677.9M———
Scotia Capital Inc.
N/A—3,297,414-3,297,414-100%$659.8M———
Employees Retirement System of Texas
N/A—3,271,822-3,271,822-100%$654.7M———
Balyasny Asset Management L.P.
N/A—3,237,337-3,237,337-100%$647.8M———
ABN Amro Bank N.V.
N/A—3,181,157-3,181,157-100%$634.0M———
Ilmarinen Mutual Pension Insurance Co
N/A—3,171,944-3,171,944-100%$634.7M———
EP Wealth Advisors, LLC
N/A—3,070,726-3,070,726-100%$614.4M———
Maverick Capital LTD
N/A—3,056,784-3,056,784-100%$611.6M———
Steward Partners Investment Advisory, LLC
N/A—3,047,639-3,047,639-100%$609.8M———
Empowered Funds, LLC
N/A—3,016,930-3,016,930-100%$603.7M———
&partners
N/A—2,989,211-2,989,211-100%$598.4M———
Andra Ap-fonden
N/A—2,972,998-2,972,998-100%$594.9M———
Bamco Inc
N/A—2,965,306-2,965,306-100%$593.3M———
GQG Partners LLC
N/A—2,949,752-2,949,752-100%$590.2M———
Sanctuary Advisors, LLC
N/A—2,901,046-2,901,046-100%$580.5M———
Pacer Advisors, Inc.
N/A—2,869,099-2,869,099-100%$574.1M———
Sequoia Financial Advisors, LLC
N/A—2,836,315-2,836,315-100%$567.5M———
Empower Advisory Group, LLC
N/A—2,832,261-2,832,261-100%$566.7M———
Elo Mutual Pension Insurance Co
N/A—2,829,665-2,829,665-100%$566.2M———
Zacks Investment Management
N/A—2,800,026-2,800,026-100%$560.3M———
Guggenheim Capital LLC
N/A—2,764,886-2,764,886-100%$553.2M———
Whittier Trust Co
N/A—2,757,409-2,757,409-100%$539.2M———
Windacre Partnership LLC
N/A—2,687,700-2,687,700-100%$537.8M———
RK Capital Management, LLC
N/A—2,668,200-2,668,200-100%$533.9M———
Banque Transatlantique SA
N/A—2,667,772-2,667,772-100%$500.2M———
Groupe la Francaise
N/A—2,618,791-2,618,791-100%$520.9M———
MAI Capital Management
N/A—2,595,858-2,595,858-100%$519.4M———
Groupama Asset Managment
N/A—2,587,946-2,587,946-100%$506.1M———
Prudential PLC
N/A—2,584,433-2,584,433-100%$517.1M———
Beacon Pointe Advisors, LLC
N/A—2,578,864-2,578,864-100%$516.0M———
Trexquant Investment LP
N/A—2,536,240-2,536,240-100%$507.5M———
First Manhattan Co. Llc.
N/A—2,531,922-2,531,922-100%$506.6M———
Epoch Investment Partners, Inc.
N/A—2,521,119-2,521,119-100%$504.5M———
SRS Investment Management, LLC
N/A—2,500,000-2,500,000-100%$500.2M———
LGT Group Foundation
N/A—2,487,067-2,487,067-100%$497.6M———
Capital Wealth Planning, LLC
N/A—2,475,326-2,475,326-100%$495.3M———
Blue Sparrow, LLC
N/A—2,467,000-2,467,000-100%$493.6M———
Schonfeld Strategic Advisors LLC
N/A—2,457,521-2,457,521-100%$491.7M———
Orbis Allan Gray Ltd
N/A—2,450,522-2,450,522-100%$490.3M———
Optiver Holding B.V.
N/A—2,433,697-2,433,697-100%$487.0M———
Torno Capital, LLC
N/A—2,425,000-2,425,000-100%$485.2M———
Gilder Gagnon Howe & Co LLC
N/A—2,402,442-2,402,442-100%$480.7M———
Scge Management, L.P.
N/A—2,374,600-2,374,600-100%$475.1M———
Independent Advisor Alliance
N/A—2,358,375-2,358,375-100%$471.9M———
Railway Pension Investments Ltd
N/A—2,356,300-2,356,300-100%$471.5M———
Clark Capital Management Group, Inc.
N/A—2,351,477-2,351,477-100%$470.5M———
Tudor Investment Corp ET AL
N/A—2,337,579-2,337,579-100%$467.7M———
Atalanta Sosnoff Capital, LLC
N/A—2,326,164-2,326,164-100%$465.4M———
Brown Brothers Harriman & Co
N/A—2,319,975-2,319,975-100%$464.2M———
Marex Group Ltd
N/A—2,267,444-2,267,444-100%$453.7M———
Investment Management Corp of Ontario
N/A—2,263,172-2,263,172-100%$452.8M———
Artisan Partners Limited Partnership
N/A—2,256,045-2,256,045-100%$451.4M———
Private Advisor Group, LLC
N/A—2,252,700-2,252,700-100%$450.7M———
Unisphere Establishment
N/A—2,209,800-2,209,800-100%$442.2M———
Saturna Capital Corp
N/A—2,199,411-2,199,411-100%$441.5M———
United Capital Financial Advisors, LLC
N/A—2,192,820-2,192,820-100%$438.8M———
Vident Advisory, LLC
N/A—2,167,442-2,167,442-100%$433.7M———
Evercore Wealth Management, LLC
N/A—2,151,462-2,151,462-100%$430.5M———
Skandinaviska Enskilda Banken AB (publ)
N/A—2,128,849-2,128,849-100%$425.4M———
Golden Unicorn (BVI) Ltd
N/A—2,118,600-2,118,600-100%$423.9M———
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
N/A—2,091,934-2,091,934-100%$418.6M———
Whittier Trust Co of Nevada Inc
N/A—2,079,076-2,079,076-100%$409.4M———
Milford Funds LTD
N/A—2,008,089-2,008,089-100%$401.8M———
Ossiam
N/A—1,972,561-1,972,561-100%$394.7M———
Centiva Capital, LP
N/A—1,958,867-1,958,867-100%$391.9M———
Altshuler Shaham Ltd
N/A—1,954,178-1,954,178-100%$391.0M———
Capital International, Inc.
N/A—1,852,918-1,852,918-100%$370.8M———
Manning & Napier Advisors LLC
N/A—1,839,646-1,839,646-100%$368.1M———
Caption Management, LLC
N/A—1,838,800-1,838,800-100%$367.9M———
Norinchukin Bank, The
N/A—1,832,081-1,832,081-100%$366.6M———
Shelton Capital Management
N/A—1,818,990-1,818,990-100%$364.0M———
Cantor Fitzgerald, L. P.
N/A—1,810,531-1,810,531-100%$362.3M———
HM Payson & Co
N/A—1,740,693-1,740,693-100%$348.3M———
Flputnam Investment Management Co
N/A—1,717,562-1,717,562-100%$343.7M———
Mufg Securities Emea plc
N/A—1,714,332-1,714,332-100%$343.0M———
Aptus Capital Advisors, LLC
N/A—1,690,004-1,690,004-100%$338.2M———
Vaughan Nelson Investment Management, L.P.
N/A—1,681,773-1,681,773-100%$336.5M———
Cable Car Capital, LPA
N/A—1,658,500-1,658,500-100%$331.8M———
Voloridge Investment Management, LLC
N/A—1,657,992-1,657,992-100%$331.7M———
Capital International Sarl
N/A—1,642,816-1,642,816-100%$328.7M———
Oversea-Chinese Banking Corp Ltd
N/A—1,641,450-1,641,450-100%$327.1M———
Blue Whale Capital LLP
N/A—1,624,430-1,624,430-100%$325.0M———
Saudi Central Bank
N/A—1,615,955-1,615,955-100%$323.3M———
NewEdge Wealth, LLC
N/A—1,595,829-1,595,829-100%$319.3M———
Clal Insurance Enterprises Holdings Ltd
N/A—1,575,211-1,575,211-100%$315.2M———
Harvest Portfolios Group Inc.
N/A—1,556,987-1,556,987-100%$311.5M———
Edmond de Rothschild Holding S.A.
N/A—1,537,950-1,537,950-100%$307.7M———
Appaloosa LP
N/A—1,525,000-1,525,000-100%$305.1M———
Jericho Capital Asset Management L.P.
N/A—1,519,012-1,519,012-100%$303.9M———
Glenmede Trust Co NA
N/A—1,496,204-1,496,204-100%$299.4M———
Arax Advisory Partners
N/A—1,492,942-1,492,942-100%$298.7M———
Capital Advisors Inc
N/A—1,492,098-1,492,098-100%$298.6M———
Voleon Capital Management LP
N/A—1,483,374-1,483,374-100%$296.8M———
Munro Partners
N/A—1,483,301-1,483,301-100%$296.8M———
Palidye Holdings (Caymans) Ltd
N/A—1,478,721-1,478,721-100%$295.9M———
Kentucky Retirement Systems
N/A—1,477,541-1,477,541-100%$295.6M———
Davis R M Inc
N/A—1,449,030-1,449,030-100%$289.9M———
Waverly Advisors, LLC
N/A—1,443,734-1,443,734-100%$288.9M———
Horizon Investments, LLC
N/A—1,426,707-1,426,707-100%$285.5M———
Performance Wealth Partners, LLC
N/A—1,425,507-1,425,507-100%$285.2M———
Klcm Advisors, Inc.
N/A—1,421,708-1,421,708-100%$284.5M———
Select Equity Group, L.P.
N/A—1,396,937-1,396,937-100%$279.5M———
ARK Investment Management LLC
N/A—1,381,247-1,381,247-100%$276.4M———
ExodusPoint Capital Management, LP
N/A—1,376,535-1,376,535-100%$275.4M———
Pinnacle Financial Partners, Inc.
N/A—1,357,884-1,357,884-100%$271.7M———
Stratos Wealth Partners, Ltd.
N/A—1,350,368-1,350,368-100%$270.2M———
Jain Global LLC
N/A—1,344,635-1,344,635-100%$269.0M———
EFG International AG
N/A—1,342,712-1,342,712-100%$268.6M———
South Dakota Investment Council
N/A—1,338,670-1,338,670-100%$267.9M———
Equitable Holdings, Inc.
N/A—1,332,152-1,332,152-100%$266.6M———
Haverford Trust Co
N/A—1,327,685-1,327,685-100%$265.7M———
Integrated Wealth Concepts LLC
N/A—1,324,843-1,324,843-100%$265.1M———
DJE Kapital AG
N/A—1,317,566-1,317,566-100%$266.0M———
Castleark Management LLC
N/A—1,299,605-1,299,605-100%$260.0M———
Stockbridge Partners LLC
N/A—1,295,226-1,295,226-100%$259.2M———
Orion Porfolio Solutions, LLC
N/A—1,293,079-1,293,079-100%$258.7M———
Gabelli Funds LLC
N/A—1,291,319-1,291,319-100%$258.4M———
Advisory Services Network, LLC
N/A—1,278,315-1,278,315-100%$255.8M———
National Philanthropic Trust
N/A—1,275,873-1,275,873-100%$255.3M———
Advisors Capital Management, LLC
N/A—1,271,599-1,271,599-100%$254.4M———
Evelyn Partners Group Ltd
N/A—1,269,050-1,269,050-100%$253.9M———
Atreides Management, LP
N/A—1,249,291-1,249,291-100%$250.0M———
Atlantic Union Bankshares Corp
N/A—1,242,293-1,242,293-100%$248.6M———
Bristol John W & Co Inc
N/A—1,218,582-1,218,582-100%$243.8M———
Walleye Trading LLC
N/A—1,216,044-1,216,044-100%$243.3M———
Marsico Capital Management LLC
N/A—1,208,149-1,208,149-100%$241.7M———
Bartlett & Co. Wealth Management LLC
N/A—1,208,102-1,208,102-100%$241.7M———
Alyeska Investment Group, L.P.
N/A—1,197,901-1,197,901-100%$239.7M———
Jensen Investment Management Inc
N/A—1,197,487-1,197,487-100%$239.6M———
Crake Asset Management LLP
N/A—1,174,442-1,174,442-100%$235.0M———
E Fund Management Co., Ltd.
N/A—1,173,459-1,173,459-100%$234.8M———
Tocqueville Asset Management L.P.
N/A—1,161,568-1,161,568-100%$232.4M———
Parallax Volatility Advisers, L.P.
N/A—1,157,378-1,157,378-100%$231.6M———
Aristotle Atlantic Partners, LLC
N/A—1,137,598-1,137,598-100%$227.6M———
Lombard Odier Asset Management (Switzerland) SA
N/A—1,136,422-1,136,422-100%$227.4M———
Harding Loevner LP
N/A—1,125,966-1,125,966-100%$225.3M———
Metis Global Partners, LLC
N/A—1,120,469-1,120,469-100%$224.2M———
Kingsview Wealth Management, LLC
N/A—1,117,091-1,117,091-100%$223.5M———
RiverFront Investment Group, LLC
N/A—1,116,483-1,116,483-100%$223.4M———
Agave Capital Management Ltd
N/A—1,109,076-1,109,076-100%$221.9M———
Allstate Corp
N/A—1,104,410-1,104,410-100%$221.0M———
Pggm Investments
N/A—1,092,096-1,092,096-100%$218.5M———
Cresset Asset Management, LLC
N/A—1,085,141-1,085,141-100%$217.1M———
Soros Fund Management LLC
N/A—1,064,635-1,064,635-100%$213.0M———
Laird Norton Wetherby Trust Company, LLC
N/A—1,064,152-1,064,152-100%$212.9M———
Daiichi Life Insurance Co., Ltd.
N/A—1,062,075-1,062,075-100%$212.5M———
VAN Lanschot Kempen Investment Management N.V.
N/A—1,044,555-1,044,555-100%$209.0M———
Amova Asset Management Americas, Inc.
N/A—1,035,962-1,035,962-100%$206.9M———
Capital Impact Advisors, LLC
N/A—1,029,215-1,029,215-100%$205.9M———
Caxton Associates LLP
N/A—1,020,842-1,020,842-100%$204.3M———
Tiaa Wealth Investment Management LLC
N/A—1,020,296-1,020,296-100%$204.1M———
Foxhaven Asset Management, LP
N/A—1,011,481-1,011,481-100%$202.4M———
Dock Street Asset Management Inc
N/A—1,009,549-1,009,549-100%$202.0M———
Callan Family Office, LLC
N/A—1,004,009-1,004,009-100%$200.9M———
Envestnet Portfolio Solutions, Inc.
N/A—997,308-997,308-100%$199.5M———
LGT Capital Partners Ltd.
N/A—987,108-987,108-100%$197.5M———
Marathon Trading Investment Management LLC
N/A—983,993-983,993-100%$196.9M———
NS Partners Ltd
N/A—977,258-977,258-100%$195.5M———
Harvest Fund Management Co., Ltd
N/A—969,036-969,036-100%$193.6M———
Rokos Capital Management LLP
N/A—949,132-949,132-100%$189.7M———
Allianz SE
N/A—939,327-939,327-100%$187.9M———
BNP Paribas
N/A—911,077-911,077-100%$181.1M———
Purpose Unlimited Inc.
N/A—905,679-905,679-100%$181.2M———
NorthCoast Asset Management LLC
N/A—905,564-905,564-100%$181.2M———
Mirova
N/A—905,162-905,162-100%$181.1M———
Northwest & Ethical Investments L.P.
N/A—903,030-903,030-100%$180.6M———
Caprock Group, LLC
N/A—902,890-902,890-100%$180.7M———
Foundations Investment Advisors, LLC
N/A—900,603-900,603-100%$180.2M———
Intermede Investment Partners Ltd
N/A—897,613-897,613-100%$202.5K———
Kayne Anderson Rudnick Investment Management LLC
N/A—895,334-895,334-100%$179.1M———
Systematic Alpha Investments, LLC
N/A—895,219-895,219-100%$179.1M———
Bleakley Financial Group, LLC
N/A—891,231-891,231-100%$178.3M———
MayTech Global Investments, LLC
N/A—878,980-878,980-100%$175.9M———
Kinetic Partners Management, LP
N/A—855,724-855,724-100%$171.2M———
Hancock Whitney Corp
N/A—855,240-855,240-100%$171.1M———
Nearwater Capital Markets, Ltd
N/A—854,000-854,000-100%$170.9M———
Arkadios Wealth Advisors
N/A—851,189-851,189-100%$170.3M———
Benjamin Edwards Inc
N/A—849,108-849,108-100%$169.9M———
Summit Trail Advisors, LLC
N/A—844,790-844,790-100%$169.0M———
Empirical Finance, LLC
N/A—844,676-844,676-100%$169.0M———
Savvy Advisors, Inc.
N/A—825,605-825,605-100%$165.2M———
Stephens Inc
N/A—824,241-824,241-100%$165.3M———
SIT Investment Associates Inc
N/A—819,830-819,830-100%$164.0M———
NZS Capital, LLC
N/A—811,031-811,031-100%$162.3M———
Curi Capital, LLC
N/A—802,406-802,406-100%$160.6M———
Value Aligned Research Advisors, LLC
N/A—800,769-800,769-100%$160.2M———
Osmosis Investment Management UK Ltd
N/A—798,236-798,236-100%$159.7M———
Vestmark Advisory Solutions, Inc.
N/A—792,402-792,402-100%$158.6M———
Harvard Management Co Inc
N/A—787,721-787,721-100%$157.6M———
Trybe Capital Management LP
N/A—780,680-780,680-100%$156.2M———
Maplelane Capital, LLC
N/A—777,000-777,000-100%$155.5M———
Northwestern Mutual Investment Management Company, LLC
N/A—776,551-776,551-100%$155.4M———
Global Retirement Partners, LLC
N/A—774,243-774,243-100%$154.9M———
LMR Partners LLP
N/A—772,195-772,195-100%$154.5M———
Capital International LTD
N/A—770,068-770,068-100%$154.1M———
Summit Financial, LLC
N/A—763,018-763,018-100%$152.7M———
CSM Advisors, LLC
N/A—755,575-755,575-100%$151.2M———
Snowden Capital Advisors LLC
N/A—751,667-751,667-100%$150.4M———
Mufg Securities Americas Inc.
N/A—729,489-729,489-100%$146.0M———
LGT Fund Management Co Ltd.
N/A—727,456-727,456-100%$145.6M———
GHE, LLC
N/A—727,326-727,326-100%$145.5M———
Montanova Capital, LLC
N/A—720,609-720,609-100%$144.2M———
Patient Capital Management, LLC
N/A—709,587-709,587-100%$142.0M———
Susquehanna Advisors Group, Inc.
N/A—697,600-697,600-100%$139.6M———
Fiduciary Trust Co
N/A—697,152-697,152-100%$139.5M———
Segall Bryant & Hamill, LLC
N/A—693,359-693,359-100%$138.7M———
Avalon Trust Co
N/A—692,561-692,561-100%$138.6M———
Defiance ETFs, LLC
N/A—692,495-692,495-100%$136.8M———
Westpac Banking Corp
N/A—684,897-684,897-100%$137.0M———
CapitalatWork S.A.
N/A—682,716-682,716-100%$136.6M———
Meeder Asset Management Inc
N/A—678,626-678,626-100%$135.8M———
Analog Century Management LP
N/A—677,694-677,694-100%$135.6M———
Ameritas Investment Partners, Inc.
N/A—673,333-673,333-100%$134.7M———
Bowie Capital Management, LLC
N/A—660,923-660,923-100%$132.2M———
Commerzbank Aktiengesellschaft
N/A—660,044-660,044-100%$132.1M———
Brevan Howard Capital Management LP
N/A—657,548-657,548-100%$131.6M———
Liontrust Investment Partners LLP
N/A—655,849-655,849-100%$131.2M———
Vestcor Inc
N/A—653,932-653,932-100%$130.8M———
Nan Shan Life Insurance Co., Ltd.
N/A—652,559-652,559-100%$130.6M———
Himension Capital (Singapore) Pte. Ltd.
N/A—652,484-652,484-100%$130.6M———
Johnson Investment Counsel Inc
N/A—649,775-649,775-100%$130.0M———
Siemens Fonds Invest GmbH
N/A—649,651-649,651-100%$130.0M———
BFC Planning, Inc.
N/A—649,146-649,146-100%$129.9M———
Ostrum Asset Management
N/A—648,296-648,296-100%$129.7M———
Insight Holdings Group, LLC
N/A—643,340-643,340-100%$128.7M———
Wealthspire Advisors, LLC
N/A—641,006-641,006-100%$128.3M———
Meeder Advisory Services, Inc.
N/A—631,375-631,375-100%$126.3M———
Choate Investment Advisors
N/A—631,150-631,150-100%$126.3M———
Main Street Research LLC
N/A—630,053-630,053-100%$126.1M———
L1 Capital International Pty Ltd
N/A—626,510-626,510-100%$125.4M———
Silvercrest Asset Management Group LLC
N/A—623,601-623,601-100%$124.8M———
Sumitomo Life Insurance Co
N/A—622,746-622,746-100%$124.6M———
Sienna Gestion
N/A—622,392-622,392-100%$122.7M———
Contrarius Group Holdings Ltd
N/A—622,243-622,243-100%$124.5M———
Azimuth Capital Investment Management LLC
N/A—617,650-617,650-100%$123.6M———
Kentucky Retirement Systems Insurance Trust Fund
N/A—613,157-613,157-100%$122.7M———
J. Stern & Co. LLP
N/A—609,827-609,827-100%$122.0M———
Sculptor Capital LP
N/A—607,000-607,000-100%$121.5M———
Navellier & Associates Inc
N/A—606,399-606,399-100%$121.3M———
Styrax Capital, LP
N/A—600,000-600,000-100%$120.1M———
Telemark Asset Management, LLC
N/A—600,000-600,000-100%$120.1M———
OneDigital Investment Advisors LLC
N/A—599,800-599,800-100%$120.0M———
Bradley Foster & Sargent Inc
N/A—594,748-594,748-100%$119.0M———
Penserra Capital Management LLC
N/A—584,086-584,086-100%$116.9M———
GTS Securities LLC
N/A—583,462-583,462-100%$116.7M———
WCG Wealth Advisors LLC
N/A—583,422-583,422-100%$116.7M———
Composition Wealth, LLC
N/A—583,142-583,142-100%$116.7M———
BLI - Banque de Luxembourg Investments
N/A—573,300-573,300-100%$12.0M———
Banque Cantonale Vaudoise
N/A—572,705-572,705-100%$114.6M———
One Capital Management, LLC
N/A—566,479-566,479-100%$98.8M———
Avantyr Capital Partners, LP
N/A—553,437-553,437-100%$110.7M———
Baltimore-Washington Financial Advisors, Inc.
N/A—552,268-552,268-100%$110.5M———
XN LP
N/A—550,888-550,888-100%$110.2M———
Mark Asset Management LP
N/A—546,541-546,541-100%$109.4M———
Wahed Invest LLC
N/A—544,388-544,388-100%$108.9M———
Soma Equity Partners LP
N/A—530,546-530,546-100%$106.2M———
Insigneo Advisory Services, LLC
N/A—518,796-518,796-100%$103.8M———
Avala Global LP
N/A—517,500-517,500-100%$103.5M———
Principal Securities, Inc.
N/A—512,188-512,188-100%$102.5M———
Caisse DES Depots ET Consignations
N/A—507,842-507,842-100%$101.6M———
Moore Capital Management, LP
N/A—506,088-506,088-100%$101.3M———
Ballentine Partners, LLC
N/A—505,140-505,140-100%$101.1M———
Stony Point Capital LLC
N/A—503,550-503,550-100%$100.8M———
Ivory Union Consulting Ltd
N/A—503,300-503,300-100%$100.7M———
IHT Wealth Management, LLC
N/A—502,653-502,653-100%$100.6M———
Wesleyan Assurance Society
N/A—499,590-499,590-100%$99.8M———
Old Mission Capital LLC
N/A—493,718-493,718-100%$98.8M———
Fullerton Fund Management Co Ltd.
N/A—492,814-492,814-100%$98.6M———
Hardman Johnston Global Advisors LLC
N/A—490,765-490,765-100%$98.2M———
Hound Partners, LLC
N/A—485,926-485,926-100%$97.2M———
CreativeOne Wealth, LLC
N/A—484,553-484,553-100%$97.0M———
Rothschild Investment LLC
N/A—484,103-484,103-100%$96.9M———
Stock Yards Bank & Trust Co
N/A—481,229-481,229-100%$96.3M———
Itau Unibanco Holding S.A.
N/A—478,308-478,308-100%$95.7M———
Knollwood Investment Advisory, LLC
N/A—476,023-476,023-100%$95.2M———
Sumitomo Mitsui Financial Group, Inc.
N/A—475,444-475,444-100%$95.1M———
Quadrature Capital Ltd
N/A—474,270-474,270-100%$94.9M———
PFG Investments, LLC
N/A—469,347-469,347-100%$93.9M———
Tower Research Capital LLC (TRC)
N/A—467,785-467,785-100%$93.6M———
Steadfast Capital Management LP
N/A—466,633-466,633-100%$93.4M———
Lombard Odier Asset Management (Europe) Ltd
N/A—465,030-465,030-100%$93.0M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—464,261-464,261-100%$92.9M———
PBCay One RSC Ltd
N/A—459,113-459,113-100%$91.9M———
Kovack Advisors, Inc.
N/A—458,766-458,766-100%$91.2M———
Dakota Wealth Management
N/A—457,998-457,998-100%$91.6M———
Cannell & Spears LLC
N/A—457,229-457,229-100%$91.5M———
Seven Grand Managers, LLC
N/A—456,000-456,000-100%$91.2M———
Intesa Sanpaolo S.p.A.
N/A—453,835-453,835-100%$90.8M———
Focus Partners Advisor Solutions, LLC
N/A—450,413-450,413-100%$90.1M———
Summit Partners Public Asset Management, LLC
N/A—449,977-449,977-100%$90.0M———
Dorsey & Whitney Trust Co LLC
N/A—449,012-449,012-100%$89.8M———
Teewinot Capital Advisers, L.L.C.
N/A—448,949-448,949-100%$89.8M———
Wilkinson Global Asset Management LLC
N/A—448,949-448,949-100%$89.8M———
Trivest Advisors Ltd
N/A—444,160-444,160-100%$88.9M———
Buffalo Business & Estate Services LTD
N/A—444,013-444,013-100%$88.8M———
Meiji Yasuda Asset Management Co Ltd.
N/A—442,231-442,231-100%$88.5M———
Alkeon Capital Management LLC
N/A—439,459-439,459-100%$87.9M———
Point72 Asset Management, L.P.
N/A—437,800-437,800-100%$87.6M———
Klingenstein Fields & Co LP
N/A—430,000-430,000-100%$86.0M———
Kera Capital Partners, Inc.
N/A—429,239-429,239-100%$85.9M———
RWA Wealth Partners, LLC
N/A—423,499-423,499-100%$84.2M———
Gladstone Institutional Advisory LLC
N/A—423,416-423,416-100%$84.7M———
Hamilton Capital Partners Inc.
N/A—422,223-422,223-100%$84.5M———
World Investment Advisors
N/A—419,165-419,165-100%$74.8M———
Iron Gate Global Advisors LLC
N/A—415,391-415,391-100%$83.1M———
Graham Capital Management, L.P.
N/A—411,680-411,680-100%$82.4M———
Dnca Finance
N/A—405,123-405,123-100%$81.1M———
Mutual Advisors, LLC
N/A—403,366-403,366-100%$80.7M———
Harvey Capital Management Inc
N/A—401,906-401,906-100%$80.4M———
Ma Investment Partnership, LP
N/A—400,000-400,000-100%$80.0M———
Elequin Capital, LP
N/A—400,000-400,000-100%$80.0M———
First National Bank of Omaha
N/A—395,533-395,533-100%$78.6M———
Palestra Capital Management LLC
N/A—390,320-390,320-100%$78.1M———
Triodos Investment Management BV
N/A—384,570-384,570-100%$76.8M———
BTC Capital Management, Inc.
N/A—383,269-383,269-100%$76.7M———
Hemenway Trust Co LLC
N/A—380,243-380,243-100%$76.1M———
Rovida Investment Management Ltd
N/A—378,898-378,898-100%$75.7M———
Whale Rock Capital Management LLC
N/A—377,204-377,204-100%$75.5M———
DV Trading LLC
N/A—369,781-369,781-100%$74.3M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—366,777-366,777-100%$73.4M———
Smartleaf Asset Management LLC
N/A—363,229-363,229-100%$70.8M———
Silicon Valley Capital Partners
N/A—362,345-362,345-100%$72.5M———
SIH Partners, Lllp
N/A—358,172-358,172-100%$71.7M———
Moneta Group Investment Advisors LLC
N/A—357,676-357,676-100%$71.6M———
Peapack Gladstone Financial Corp
N/A—356,579-356,579-100%$71.3M———
MidFirst Bank
N/A—356,324-356,324-100%$71.3M———
First Long Island Investors, LLC
N/A—354,890-354,890-100%$71.0M———
Cumberland Partners Ltd
N/A—353,693-353,693-100%$70.8M———
Fukoku Mutual Life Insurance Co
N/A—351,526-351,526-100%$70.3M———
Gamco Investors, Inc. ET AL
N/A—347,468-347,468-100%$69.5M———
Becker Capital Management Inc
N/A—345,184-345,184-100%$69.1M———
Proem Advisors LLC
N/A—345,000-345,000-100%$69.0M———
DRW Securities, LLC
N/A—341,343-341,343-100%$68.3M———
Syon Capital LLC
N/A—341,321-341,321-100%$68.3M———
Bluespring Wealth Management, LLC
N/A—340,709-340,709-100%$68.2M———
Venturi Wealth Management, LLC
N/A—340,034-340,034-100%$68.0M———
Polar Asset Management Partners Inc.
N/A—339,889-339,889-100%$68.0M———
Jaffetilchin Investment Partners, LLC
N/A—338,141-338,141-100%$67.7M———
Amica Mutual Insurance Co
N/A—337,170-337,170-100%$67.5M———
Senator Investment Group LP
N/A—336,579-336,579-100%$67.3M———
South Street Advisors LLC
N/A—333,770-333,770-100%$66.8M———
Fidelis Capital Partners, LLC
N/A—332,655-332,655-100%$66.6M———
GW&K Investment Management, LLC
N/A—329,277-329,277-100%$65.9M———
Rdst Capital LLC
N/A—328,839-328,839-100%$65.8M———
Centaurus Financial, Inc.
N/A—327,094-327,094-100%$65.4M———
Simmons Bank
N/A—325,980-325,980-100%$65.2M———
NorthRock Partners, LLC
N/A—325,443-325,443-100%$65.1M———
Pallas Capital Advisors LLC
N/A—323,844-323,844-100%$64.8M———
Perennial Investment Advisors, LLC
N/A—323,551-323,551-100%$64.7M———
Howard Hughes Medical Institute
N/A—322,105-322,105-100%$64.4M———
Polymer Capital Management (HK) LTD
N/A—321,441-321,441-100%$64.3M———
Parker Investment Management, LLC
N/A—320,461-320,461-100%$64.1M———
Westwood Holdings Group Inc
N/A—319,524-319,524-100%$63.9M———
Longbow Finance SA
N/A—318,230-318,230-100%$63.7M———
Frec Markets, Inc.
N/A—314,429-314,429-100%$62.9M———
Whalerock Point Partners, LLC
N/A—313,291-313,291-100%$62.7M———
Ameritas Advisory Services, LLC
N/A—313,129-313,129-100%$62.7M———
Stratos Wealth Advisors, LLC
N/A—305,934-305,934-100%$61.2M———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—305,846-305,846-100%$61.2M———
New Age Alpha Advisors, LLC
N/A—303,822-303,822-100%$60.8M———
Stillwater Capital Advisors, LLC
N/A—302,869-302,869-100%$60.6M———
OAK Associates LTD
N/A—302,749-302,749-100%$60.6M———
KCM Capital Inc
N/A—300,000-300,000-100%$60.0M———
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
N/A—298,303-298,303-100%$59.7M———
Modern Wealth Management, LLC
N/A—296,826-296,826-100%$59.4M———
Adapt Investment Managers SA
N/A—295,573-295,573-100%$59.1M———
F/m Investments LLC
N/A—294,630-294,630-100%$58.9M———
Forest Avenue Capital Management LP
N/A—294,300-294,300-100%$58.9M———
Twin Capital Management Inc
N/A—288,742-288,742-100%$57.8M———
Scopus Asset Management, L.P.
N/A—285,000-285,000-100%$57.0M———
Palisade Capital Management, LP
N/A—282,019-282,019-100%$56.4M———
Bridgeway Capital Management, LLC
N/A—281,257-281,257-100%$56.3M———
Hillsdale Investment Management Inc.
N/A—280,626-280,626-100%$56.2M———
Cambient Family Office, LLC
N/A—278,401-278,401-100%$55.7M———
Eventide Asset Management, LLC
N/A—273,735-273,735-100%$54.4M———
Mmbg Investment Advisors Co.
N/A—272,239-272,239-100%$54.5M———
First American Trust, FSB
N/A—269,924-269,924-100%$54.0M———
Alden Global Capital LLC
N/A—268,586-268,586-100%$53.7M———
German American Bancorp, Inc.
N/A—268,074-268,074-100%$53.6M———
Invictus Private Wealth, LLC
N/A—266,046-266,046-100%$53.2M———
DigitalBridge Group, Inc.
N/A—265,525-265,525-100%$53.1M———
Red Door Wealth Management, LLC
N/A—264,377-264,377-100%$52.9M———
Trajan Wealth LLC
N/A—263,756-263,756-100%$52.8M———
CastleKnight Management LP
N/A—262,300-262,300-100%$52.5M———
Wedbush Fund Advisers, LLC
N/A—261,432-261,432-100%$52.3M———
Horiko Capital Management LLC
N/A—261,210-261,210-100%$51.9M———
SlateStone Wealth, LLC
N/A—260,075-260,075-100%$52.0M———
Robinhood Asset Management, LLC
N/A—259,270-259,270-100%$51.9M———
BIT Capital GmbH
N/A—258,566-258,566-100%$51.7M———
Arvest Bank Trust Division
N/A—258,422-258,422-100%$51.7M———
Panview Capital Ltd
N/A—257,697-257,697-100%$51.6M———
Avalon Global Asset Management LLC
N/A—256,800-256,800-100%$51.4M———
Aureus Asset Management, LLC
N/A—256,163-256,163-100%$51.3M———
AFT, Forsyth & Company, Inc.
N/A—255,641-255,641-100%$51.2M———
Spartan Wealth Advisory Services LLC
N/A—252,773-252,773-100%$50.6M———
Quest Investment Management LLC
N/A—249,225-249,225-100%$49.9M———
Cary Street Partners Financial LLC
N/A—247,223-247,223-100%$49.5M———
Trivium Point Advisory, LLC
N/A—247,081-247,081-100%$49.4M———
Proficio Capital Partners LLC
N/A—246,335-246,335-100%$49.3M———
Kadensa Capital Ltd
N/A—246,094-246,094-100%$49.2M———
Evolve Private Wealth, LLC
N/A—246,013-246,013-100%$49.2M———
Martingale Asset Management L P
N/A—241,143-241,143-100%$48.3M———
Kingdon Capital Management, L.L.C.
N/A—240,000-240,000-100%$48.0M———
Biondo Investment Advisors, LLC
N/A—239,946-239,946-100%$48.0M———
Front Row Advisors LLC
N/A—239,476-239,476-100%$52.1M———
Maven Securities LTD
N/A—238,140-238,140-100%$47.7M———
Stratos Investment Management, LLC
N/A—237,390-237,390-100%$47.5M———
Clough Capital Partners L P
N/A—236,615-236,615-100%$47.3M———
University of Illinois Foundation
N/A—236,500-236,500-100%$47.3M———
Colonial Trust Advisors
N/A—235,410-235,410-100%$47.1M———
Erste Towarzystwo Funduszy Inwestycyjnych S.A.
N/A—234,710-234,710-100%$47.0M———
Clarity Financial LLC
N/A—234,496-234,496-100%$46.9M———
V. M. Manning & Co., Inc.
N/A—233,255-233,255-100%$46.7M———
Sound View Wealth Advisors Group, LLC
N/A—231,124-231,124-100%$46.2M———
Titan Investment Solutions Ltd
N/A—230,685-230,685-100%$46.2M———
ST Germain D J Co Inc
N/A—230,513-230,513-100%$46.1M———
Anson Funds Management LPA
N/A—229,890-229,890-100%$46.0M———
Ingalls & Snyder LLC
N/A—228,390-228,390-100%$45.7M———
Hancock Prospecting Pty Ltd
N/A—226,790-226,790-100%$45.4M———
Gardner Lewis Asset Management L P
N/A—225,285-225,285-100%$45.1M———
Qtron Investments LLC
N/A—224,470-224,470-100%$44.9M———
Rosenblum Silverman Sutton S F Inc
N/A—223,074-223,074-100%$44.6M———
Hills Bank & Trust Co
N/A—222,599-222,599-100%$44.5M———
Osterweis Capital Management Inc
N/A—222,332-222,332-100%$44.5M———
Brookwood Investment Group LLC
N/A—219,863-219,863-100%$44.0M———
Hilton Capital Management, LLC
N/A—219,766-219,766-100%$44.0M———
Denali Advisors LLC
N/A—219,391-219,391-100%$43.9M———
CIM, LLC
N/A—219,205-219,205-100%$43.9M———
NatWest Group plc
N/A—218,792-218,792-100%$43.8M———
Parus Finance (UK) Ltd
N/A—218,223-218,223-100%$43.7M———
CCM Investment Advisers LLC
N/A—213,811-213,811-100%$42.8M———
Hodges Capital Management Inc.
N/A—213,605-213,605-100%$42.7M———
Ausdal Financial Partners, Inc.
N/A—213,465-213,465-100%$42.7M———
Pure Financial Advisors, LLC
N/A—213,216-213,216-100%$42.7M———
Connors Investor Services Inc
N/A—212,631-212,631-100%$42.5M———
Novare Capital Management LLC
N/A—212,226-212,226-100%$42.5M———
Nicolet Bankshares Inc
N/A—211,513-211,513-100%$41.8M———
Meiji Yasuda Life Insurance Co
N/A—209,312-209,312-100%$41.9M———
Strategic Global Advisors, LLC
N/A—209,194-209,194-100%$41.9M———
Ithaka Group LLC
N/A—209,018-209,018-100%$41.8M———
First Dallas Securities Inc.
N/A—208,547-208,547-100%$41.7M———
Algert Global LLC
N/A—208,519-208,519-100%$41.7M———
Sand Hill Global Advisors, LLC
N/A—206,926-206,926-100%$41.4M———
Webster Bank, N. A.
N/A—206,799-206,799-100%$41.4M———
Scharf Investments, LLC
N/A—206,500-206,500-100%$41.3M———
Walleye Capital LLC
N/A—205,767-205,767-100%$41.2M———
BTG Pactual Asset Management US LLC
N/A—205,029-205,029-100%$41.0M———
Financial Engines Advisors L.L.C.
N/A—204,190-204,190-100%$40.9M———
Stonebridge Capital Advisors LLC
N/A—204,020-204,020-100%$40.8M———
Titan Global Capital Management USA LLC
N/A—203,106-203,106-100%$40.6M———
Bernard Wealth Management Corp.
N/A—202,231-202,231-100%$40.5M———
Daybright Advisory Services, Inc.
N/A—202,092-202,092-100%$40.6M———
Intrust Bank NA
N/A—200,607-200,607-100%$40.1M———
True Blue (BVI) Ltd
N/A—200,520-200,520-100%$40.1M———
Keystone Financial Group
N/A—200,505-200,505-100%$40.1M———
Burkehill Global Management, LP
N/A—200,000-200,000-100%$40.0M———
Rheos Capital Works Inc.
N/A—200,000-200,000-100%$40.0M———
General Pension Society PZU Joint Stock Co
N/A—200,000-200,000-100%$40.0M———
Shanda Asset Management Holdings Ltd
N/A—200,000-200,000-100%$40.0M———
Bluefin Capital Management, LLC
N/A—200,000-200,000-100%$40.0M———
Infinitum Asset Management, LLC
N/A—200,000-200,000-100%$40.0M———
Columbus Hill Capital Management, L.P.
N/A—199,179-199,179-100%$39.9M———
FourThought Financial Partners, LLC
N/A—198,607-198,607-100%$39.7M———
Guardian Capital LP
N/A—196,760-196,760-100%$39.4M———
Guardian Wealth Advisors, LLC / NC
N/A—196,485-196,485-100%$39.3M———
Petrus Trust Company, LTA
N/A—195,702-195,702-100%$39.2M———
Advisory Alpha, LLC
N/A—194,777-194,777-100%$39.0M———
Broderick Brian C
N/A—194,739-194,739-100%$39.0M———
Westerkirk Capital Inc.
N/A—194,618-194,618-100%$38.9M———
Concord Investment Counsel Inc.
N/A—194,352-194,352-100%$38.9M———
Fernbridge Capital Management LP
N/A—193,818-193,818-100%$38.8M———
First Foundation Advisors
N/A—191,927-191,927-100%$38.4M———
Boston Family Office LLC
N/A—191,826-191,826-100%$38.4M———
Naviter Wealth, LLC
N/A—191,813-191,813-100%$38.4M———
Aft, Forsyth & Sober, LLC
N/A—191,125-191,125-100%$33.3M———
Graticule Asia Macro Advisors LLC
N/A—189,900-189,900-100%$38.0M———
Kintra Wealth, LLC
N/A—188,383-188,383-100%$42.4M———
Family Manage LLC
N/A—188,333-188,333-100%$37.7M———
Fortis Capital Management LLC
N/A—187,713-187,713-100%$37.6M———
Prosperity Consulting Group, LLC
N/A—186,832-186,832-100%$37.4M———
Thomasville National Bank
N/A—186,146-186,146-100%$37.2M———
Mcguire Capital Advisors Inc
N/A—186,077-186,077-100%$37.2M———
Capula Management Ltd
N/A—185,576-185,576-100%$37.1M———
RNC Capital Management LLC
N/A—185,075-185,075-100%$37.0M———
Waterloo Capital, L.P.
N/A—184,461-184,461-100%$36.9M———
Checchi Capital Advisers, LLC
N/A—184,421-184,421-100%$36.9M———
Bragg Financial Advisors, Inc
N/A—184,191-184,191-100%$36.9M———
NWI Management LP
N/A—184,000-184,000-100%$36.8M———
Howe & Rusling Inc
N/A—183,653-183,653-100%$36.7M———
North Star Asset Management Inc
N/A—183,163-183,163-100%$36.6M———
Onex Canada Asset Management Inc.
N/A—182,657-182,657-100%$36.5M———
Roundview Capital LLC
N/A—182,409-182,409-100%$36.5M———
Spirepoint Private Client, LLC
N/A—180,362-180,362-100%$36.1M———
Verition Fund Management LLC
N/A—180,131-180,131-100%$36.0M———
Broadleaf Partners, LLC
N/A—180,057-180,057-100%$36.0M———
Harbor Advisors LLC
N/A—180,000-180,000-100%$36.0M———
Manhattan West Asset Management, LLC
N/A—179,151-179,151-100%$35.8M———
Essex Financial Services, Inc.
N/A—179,035-179,035-100%$35.8M———
Bogart Wealth, LLC
N/A—178,839-178,839-100%$35.8M———
Monetary Management Group Inc
N/A—178,835-178,835-100%$35.8M———
Coastal Bridge Advisors, LLC
N/A—178,623-178,623-100%$35.7M———
Capital Group Private Client Services, Inc.
N/A—178,549-178,549-100%$35.7M———
Callahan Advisors, LLC
N/A—178,501-178,501-100%$35.7M———
First National Advisers, LLC
N/A—178,445-178,445-100%$35.7M———
Osborne Partners Capital Management, LLC
N/A—178,271-178,271-100%$35.7M———
Bearing Point Capital, LLC
N/A—178,060-178,060-100%$35.6M———
Chescapmanager LLC
N/A—177,585-177,585-100%$35.5M———
Truvestments Capital LLC
N/A—176,437-176,437-100%$35.3M———
CIBC Capital Markets (Europe) S.A.
N/A—176,229-176,229-100%$35.3M———
Ancora Advisors LLCA
N/A—174,716-174,716-100%$35.0M———
AMS Capital Ltda
N/A—173,181-173,181-100%$34.7M———
Sfmg, LLC
N/A—173,160-173,160-100%$34.6M———
Ally Financial Inc.
N/A—172,000-172,000-100%$34.4M———
Transamerica Financial Advisors, LLC
N/A—169,632-169,632-100%$33.9M———
Parkwood LLC
N/A—169,420-169,420-100%$33.9M———
Capital Group Investment Management Pte. Ltd.
N/A—168,884-168,884-100%$33.8M———
Evergreen Quality Fund GP, Ltd.
N/A—168,500-168,500-100%$33.7M———
Bank of Hawaii
N/A—167,606-167,606-100%$33.5M———
Hamilton Wealth, LLC
N/A—167,537-167,537-100%$33.5M———
Icon Wealth Advisors, LLC
N/A—167,224-167,224-100%$33.5M———
FAS Wealth Partners, Inc.
N/A—166,708-166,708-100%$33.4M———
Science & Technology Partners, L.P.
N/A—164,870-164,870-100%$33.0M———
Aspiring Ventures, LLC
N/A—163,608-163,608-100%$32.7M———
Covington Investment Advisors Inc.
N/A—163,112-163,112-100%$32.6M———
Zhang Financial LLC
N/A—162,963-162,963-100%$32.6M———
HMI Capital Management, L.P.
N/A—162,800-162,800-100%$32.6M———
Keywise Capital Management (HK) Ltd
N/A—161,180-161,180-100%$32.3M———
Cozad Asset Management Inc
N/A—160,987-160,987-100%$32.2M———
Peak6 LLC
N/A—160,237-160,237-100%$32.1M———
Beck Bode, LLC
N/A—160,007-160,007-100%$32.0M———
Financial Avengers, Inc.
N/A—159,859-159,859-100%$32.0M———
Keating Financial Advisory Services, Inc.
N/A—159,579-159,579-100%$31.9M———
Dearborn Partners LLC
N/A—158,102-158,102-100%$31.6M———
IKE Capital, LLC
N/A—158,067-158,067-100%$31.6M———
Alta Park Capital, LP
N/A—157,820-157,820-100%$31.6M———
Tradition Wealth Management, LLC
N/A—157,359-157,359-100%$31.5M———
London Co of Virginia
N/A—157,076-157,076-100%$31.4M———
WS Management Lllp
N/A—156,936-156,936-100%$31.4M———
Yukon Wealth Management, Inc.
N/A—156,425-156,425-100%$31.3M———
Benchmark Investment Advisors LLC
N/A—155,899-155,899-100%$31.2M———
Kiley Juergens Wealth Management, LLC
N/A—155,428-155,428-100%$31.1M———
Keel Point, LLC
N/A—155,025-155,025-100%$31.0M———
Advisors Asset Management, Inc.
N/A—155,022-155,022-100%$31.0M———
Varenne Capital Partners
N/A—154,959-154,959-100%$31.0M———
Coalescence Partners Investment Management, LP
N/A—154,807-154,807-100%$31.0M———
Davis Selected Advisers
N/A—154,727-154,727-100%$31.0M———
Rench Wealth Management, Inc.
N/A—154,227-154,227-100%$30.9M———
GeoWealth Management, LLC
N/A—154,112-154,112-100%$30.8M———
Fort Sheridan Advisors LLC
N/A—154,069-154,069-100%$30.8M———
Johnson Financial Group, Inc.
N/A—154,069-154,069-100%$30.8M———
Acorns Advisers, LLC
N/A—154,002-154,002-100%$30.8M———
SOA Wealth Advisors, Llc.
N/A—153,231-153,231-100%$25.2M———
Taikang Asset Management (Hong Kong) Co Ltd
N/A—152,798-152,798-100%$30.6M———
Rehmann Capital Advisory Group
N/A—150,653-150,653-100%$30.1M———
SCS Capital Management LLC
N/A—150,437-150,437-100%$30.1M———
Davidson Kempner Capital Management LP
N/A—150,000-150,000-100%$30.0M———
Alight Capital Management LP
N/A—150,000-150,000-100%$30.0M———
Ogborne Capital Management, LLC
N/A—149,969-149,969-100%$30.0M———
Summitry LLC
N/A—149,946-149,946-100%$30.0M———
Holderness Investments Co
N/A—149,118-149,118-100%$29.8M———
Beck Capital Management, LLC
N/A—148,964-148,964-100%$29.8M———
Up Capital Management, Inc.
N/A—148,587-148,587-100%$29.7M———
Bollard Group LLC
N/A—147,621-147,621-100%$29.5M———
Glen Eagle Advisors, LLC
N/A—146,968-146,968-100%$29.4M———
Zevin Asset Management LLC
N/A—145,878-145,878-100%$29.2M———
Stelac Advisory Services LLC
N/A—145,780-145,780-100%$29.1M———
SageView Advisory Group, LLC
N/A—145,314-145,314-100%$29.1M———
Sivia Capital Partners, LLC
N/A—145,227-145,227-100%$29.1M———
Innovative Asset Advisors Group, LLC
N/A—145,164-145,164-100%$29.0M———
Dynasty Wealth Management, LLC
N/A—144,955-144,955-100%$29.0M———
JT Stratford LLC
N/A—144,714-144,714-100%$29.0M———
NCM Capital Management, LLC
N/A—144,339-144,339-100%$28.9M———
Renaissance Group LLC
N/A—144,325-144,325-100%$28.9M———
Transcend Capital Advisors, LLC
N/A—143,616-143,616-100%$28.7M———
Baader Bank Aktiengesellschaft
N/A—142,372-142,372-100%$28.5M———
Iconiq Capital, LLC
N/A—141,887-141,887-100%$28.4M———
OneAscent Financial Services LLC
N/A—141,845-141,845-100%$28.4M———
Sompo Asset Management Co., Ltd.
N/A—141,763-141,763-100%$28.4M———
Berger Financial Group, Inc
N/A—141,469-141,469-100%$28.3M———
Wisconsin Capital Management LLC
N/A—141,188-141,188-100%$28.3M———
Blackhill Capital Inc
N/A—139,950-139,950-100%$28.0M———
Cvfg LLC
N/A—139,828-139,828-100%$28.0M———
Carroll Investors, Inc
N/A—139,757-139,757-100%$27.9M———
Marietta Investment Partners LLC
N/A—139,270-139,270-100%$27.9M———
Boothbay Fund Management, LLC
N/A—139,142-139,142-100%$27.8M———
Regal Investment Advisors LLC
N/A—136,901-136,901-100%$27.4M———
Light Street Capital Management, LLC
N/A—136,720-136,720-100%$27.4M———
Olde Wealth Management, LLC
N/A—136,615-136,615-100%$27.3M———
Keebeck Wealth Management
N/A—136,521-136,521-100%$27.3M———
M. Kulyk & Associates, LLC
N/A—136,056-136,056-100%$27.2M———
Osprey Private Wealth LLC
N/A—135,812-135,812-100%$27.2M———
Founders Financial Alliance, LLC
N/A—135,794-135,794-100%$27.2M———
Greenwich Wealth Management LLC
N/A—135,666-135,666-100%$27.1M———
Clearline Capital LP
N/A—135,032-135,032-100%$27.0M———
Baldwin Investment Management, LLC
N/A—134,950-134,950-100%$27.0M———
Nicola Wealth Management Ltd.
N/A—134,500-134,500-100%$26.9M———
L2 Asset Management, LLC
N/A—134,011-134,011-100%$26.8M———
Octavia Wealth Advisors, LLC
N/A—133,717-133,717-100%$26.8M———
Engineers Gate Manager LP
N/A—132,788-132,788-100%$26.6M———
NWK Group, Inc.
N/A—132,461-132,461-100%$26.5M———
Conway Capital Management, Inc.
N/A—132,285-132,285-100%$26.5M———
Marble Wealth, LLC
N/A—130,982-130,982-100%$26.2M———
Affinity Wealth Management LLC
N/A—129,736-129,736-100%$26.0M———
PCM Encore, LLC
N/A—129,660-129,660-100%$25.9M———
Valiant Capital Management, L.P.
N/A—129,579-129,579-100%$25.9M———
Positano Wealth Management Ltd
N/A—128,783-128,783-100%$25.8M———
Bridgewater Advisors Inc.
N/A—128,408-128,408-100%$26.5M———
Kemnay Advisory Services Inc.
N/A—127,745-127,745-100%$25.6M———
FWL Investment Management, LLC
N/A—127,674-127,674-100%$25.5M———
Keystone Investors PTE LTD
N/A—127,660-127,660-100%$25.5M———
Nicholas Investment Partners, LP
N/A—126,682-126,682-100%$25.3M———
Douglass Winthrop Advisors, LLC
N/A—125,808-125,808-100%$25.2M———
Aventura Private Wealth, LLC
N/A—125,749-125,749-100%$25.2M———
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
N/A—125,539-125,539-100%$25.1M———
QVT Financial LP
N/A—125,158-125,158-100%$25.0M———
Berkley W R Corp
N/A—124,800-124,800-100%$25.0M———
Trustmark Bank Trust Department
N/A—124,608-124,608-100%$24.9M———
Global Endowment Management, LP
N/A—124,579-124,579-100%$24.9M———
Melqart Asset Management (UK) Ltd
N/A—124,402-124,402-100%$24.9M———
LaSalle St. Investment Advisors, LLC
N/A—123,573-123,573-100%$24.7M———
Destination Wealth Management
N/A—121,733-121,733-100%$24.4M———
Capital Analysts, LLC
N/A—121,129-121,129-100%$24.2M———
Gateway Wealth Partners, LLC
N/A—120,858-120,858-100%$24.2M———
Texas Yale Capital Corp.
N/A—120,448-120,448-100%$24.1M———
Advocacy Wealth Management, LLC
N/A—120,359-120,359-100%$24.1M———
SageGuard Financial Group, LLC
N/A—119,956-119,956-100%$24.0M———
Roehl & Yi Investment Advisors, LLC
N/A—119,760-119,760-100%$2.7M———
Van Hulzen Asset Management, LLC
N/A—119,405-119,405-100%$23.9M———
Atmos Capital Gestao de Recursos Ltda.
N/A—119,301-119,301-100%$23.9M———
Lavaca Capital LLC
N/A—118,960-118,960-100%$23.8M———
Abacus FCF Advisors LLC
N/A—117,320-117,320-100%$23.5M———
Somerville Kurt F
N/A—117,234-117,234-100%$23.5M———
Strategic Investment Advisors / MI
N/A—116,726-116,726-100%$23.4M———
Thames Capital Management LLC
N/A—116,169-116,169-100%$23.2M———
Cape COD Five Cents Savings Bank
N/A—115,868-115,868-100%$23.2M———
Providence Capital Advisors, LLC
N/A—115,806-115,806-100%$23.2M———
HRT Financial LP
N/A—115,607-115,607-100%$23.1M———
Continuum Advisory, LLC
N/A—115,558-115,558-100%$23.1M———
MJP Associates Inc
N/A—115,059-115,059-100%$23.0M———
Nutshell Asset Management Ltd
N/A—114,692-114,692-100%$22.9M———
D L Carlson Investment Group Inc
N/A—114,511-114,511-100%$22.9M———
Stonebridge Financial Group, LLC
N/A—114,370-114,370-100%$22.9M———
Hilltop Holdings Inc.
N/A—114,013-114,013-100%$22.8M———
Garden State Investment Advisory Services LLC
N/A—113,235-113,235-100%$22.7M———
Next Century Growth Investors LLC
N/A—113,187-113,187-100%$22.6M———
SPX Gestao de Recursos Ltda
N/A—112,739-112,739-100%$22.6M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—111,821-111,821-100%$22.4M———
Bulltick Wealth Management, LLC
N/A—111,399-111,399-100%$22.3M———
McDonough Capital Management, Inc
N/A—111,267-111,267-100%$22.3M———
RB Capital Management, LLC
N/A—110,824-110,824-100%$22.2M———
Ravenswood Partners LP
N/A—110,220-110,220-100%$22.1M———
Horizon Investment Services, LLC
N/A—109,657-109,657-100%$21.9M———
Blackstone Inc.
N/A—109,636-109,636-100%$21.9M———
Canal Capital Management, LLC
N/A—109,609-109,609-100%$21.9M———
Alpine Investment Management Ltd
N/A—109,600-109,600-100%$21.9M———
Elevation Advisory Partners LLC
N/A—109,402-109,402-100%$22.2M———
TRB Wealth Management, LLC
N/A—109,343-109,343-100%$21.9M———
Group One Trading LLC
N/A—109,278-109,278-100%$21.9M———
Alcosta Capital Management, Inc.
N/A—109,061-109,061-100%$21.8M———
Stansberry Asset Management, LLC
N/A—108,155-108,155-100%$21.6M———
Concentric Capital Strategies, LP
N/A—107,989-107,989-100%$21.6M———
Alteri Wealth LLC
N/A—107,840-107,840-100%$21.6M———
Accent Capital Management, LLC
N/A—107,706-107,706-100%$21.6M———
Xcelsior Advisor Partners LLC
N/A—107,195-107,195-100%$21.4M———
Elm Partners Management LLC
N/A—106,905-106,905-100%$21.4M———
Strategic Wealth Partners, Ltd.
N/A—106,468-106,468-100%$21.3M———
Fortress Private Ledger, LLC
N/A—106,433-106,433-100%$21.3M———
Tiff Advisory Services, LLC
N/A—105,842-105,842-100%$21.2M———
Quotient Wealth Partners, LLC
N/A—105,355-105,355-100%$21.1M———
Cooper Creek Partners Management LLC
N/A—105,346-105,346-100%$21.1M———
Alley Investment Management Company, LLC
N/A—105,159-105,159-100%$21.0M———
Lodge Hill Capital, LLC
N/A—105,000-105,000-100%$21.0M———
Puzo Michael J
N/A—104,542-104,542-100%$20.9M———
Townsquare Capital LLC
N/A—104,506-104,506-100%$20.9M———
United American Securities Inc. (d/b/a UAS Asset Management)
N/A—104,240-104,240-100%$20.9M———
L & S Advisors Inc
N/A—104,102-104,102-100%$20.8M———
CM Wealth Advisors LLC
N/A—103,565-103,565-100%$20.7M———
Sava Penzisko Drushtvo A.D. Skopje
N/A—103,514-103,514-100%$16.4M———
SHP Wealth Management
N/A—103,388-103,388-100%$20.7M———
Capstone Financial Advisors, Inc.
N/A—102,613-102,613-100%$20.5M———
Manchester Global Management (UK) Ltd
N/A—102,400-102,400-100%$20.5M———
Liberty Wealth Management LLC
N/A—101,654-101,654-100%$17.7M———
Dorsey Wright & Associates
N/A—101,194-101,194-100%$20.2M———
Paragon Financial Partners, Inc.
N/A—101,106-101,106-100%$20.3M———
Circle Wealth Management, LLC
N/A—101,098-101,098-100%$20.2M———
Hamilton Capital Partners, LLC
N/A—100,860-100,860-100%$20.2M———
Connable Office Inc
N/A—100,207-100,207-100%$20.1M———
Ursa Fund Management, LLC
N/A—100,000-100,000-100%$20.0M———
Cunning Capital Partners, LP
N/A—99,478-99,478-100%$19.9M———
Ceeto Capital Group, LLC
N/A—99,406-99,406-100%$19.9M———
Mitchell Mcleod Pugh & Williams Inc
N/A—98,763-98,763-100%$19.8M———
Haverford Financial Services, Inc.
N/A—98,597-98,597-100%$19.7M———
CIM Investment Management Inc
N/A—97,279-97,279-100%$19.5M———
Clare Market Investments LLC
N/A—95,856-95,856-100%$19.2M———
Aquatic Capital Management LLC
N/A—95,831-95,831-100%$19.2M———
Incline Global Management LLC
N/A—95,027-95,027-100%$19.0M———
Siren, L.L.C.
N/A—95,000-95,000-100%$19.0M———
AssuredPartners Investment Advisors, LLC
N/A—94,886-94,886-100%$19.0M———
Z3 Capital Partners, LLC
N/A—94,519-94,519-100%$18.9M———
Sound Capital Solutions LLC
N/A—94,205-94,205-100%$18.8M———
Westmount Partners, LLC
N/A—94,179-94,179-100%$18.8M———
Astoria Portfolio Advisors Llc.
N/A—94,179-94,179-100%$18.8M———
Slagle Financial, LLC
N/A—94,009-94,009-100%$18.8M———
Delaney Dennis R
N/A—93,097-93,097-100%$18.6M———
Cavalier Investments, LLC
N/A—92,541-92,541-100%$18.5M———
Cascade Financial Partners, LLC
N/A—92,277-92,277-100%$18.5M———
Wellspring Financial Advisors, LLC
N/A—92,274-92,274-100%$18.4M———
Range Advisory, LLC
N/A—92,041-92,041-100%$18.4M———
STG Securities, LLC
N/A—91,295-91,295-100%$18.3M———
IQ EQ Fund Management (Ireland) Ltd
N/A—91,035-91,035-100%$18.2M———
Anchor Investment Management, LLC
N/A—90,989-90,989-100%$18.2M———
Advyzon Investment Management, LLC
N/A—90,951-90,951-100%$18.2M———
Logan Capital Management Inc
N/A—90,432-90,432-100%$18.1M———
Union Heritage Capital, LLC
N/A—90,340-90,340-100%$18.1M———
Granite Bay Wealth Management, LLC
N/A—89,687-89,687-100%$17.9M———
Sora Investors LLC
N/A—89,310-89,310-100%$17.9M———
Oxford Financial Group, Ltd. LLC
N/A—87,951-87,951-100%$17.6M———
Maniro Ltd
N/A—87,601-87,601-100%$17.5M———
Long Walk Management LP
N/A—87,500-87,500-100%$17.5M———
KP Management LLC
N/A—87,500-87,500-100%$17.5M———
Meridian Wealth Advisors, LLC
N/A—87,444-87,444-100%$17.5M———
Riho Partners, LLC
N/A—86,461-86,461-100%$17.3M———
Doheny Asset Management
N/A—86,432-86,432-100%$17.3M———
Bay Rivers Group
N/A—86,369-86,369-100%$17.3M———
Resurgent Financial Advisors LLC
N/A—86,317-86,317-100%$17.3M———
Sirios Capital Management L P
N/A—86,282-86,282-100%$17.3M———
Fiduciary Group, LLC
N/A—86,171-86,171-100%$17.2M———
Mattson Financial Services, LLC
N/A—86,067-86,067-100%$17.9M———
Heartland Bank & Trust Co
N/A—85,685-85,685-100%$17.1M———
Lynwood Price Capital Management LP
N/A—85,625-85,625-100%$17.1M———
Pelham Capital Ltd.
N/A—85,359-85,359-100%$17.1M———
Mission Creek Capital Partners, Inc.
N/A—85,240-85,240-100%$17.1M———
Kidder Stephen W
N/A—85,225-85,225-100%$17.1M———
PDT Partners, LLC
N/A—84,800-84,800-100%$17.0M———
Shay Capital LLC
N/A—84,650-84,650-100%$16.9M———
Reliant Investment Partners, LLC
N/A—84,617-84,617-100%$16.9M———
Tyche Wealth Partners LLC
N/A—84,467-84,467-100%$16.9M———
Northstar Advisory Group, LLC
N/A—84,395-84,395-100%$16.9M———
Menard Financial Group LLC
N/A—84,084-84,084-100%$16.8M———
Untitled Investments LP
N/A—84,035-84,035-100%$16.8M———
Crosslink Capital Inc
N/A—83,760-83,760-100%$16.8M———
Sargent Investment Group, LLC
N/A—83,744-83,744-100%$16.8M———
Basecamp Wealth Advisors LLC
N/A—83,377-83,377-100%$16.7M———
Winton Group Ltd
N/A—83,078-83,078-100%$16.6M———
AR Asset Management Inc
N/A—82,845-82,845-100%$16.6M———
CVA Family Office, LLC
N/A—82,821-82,821-100%$16.6M———
Colonial Trust Co / SC
N/A—82,797-82,797-100%$16.6M———
Sone Capital Management, LLC
N/A—82,325-82,325-100%$16.5M———
Spinnaker Trust
N/A—82,031-82,031-100%$16.4M———
Maridea Wealth Management LLC
N/A—80,757-80,757-100%$16.2M———
Arini Capital Management Ltd
N/A—80,600-80,600-100%$16.1M———
Intellectus Partners, LLC
N/A—80,225-80,225-100%$16.1M———
Millstone Evans Group, LLC
N/A—80,112-80,112-100%$16.0M———
Perseverance Asset Management International
N/A—80,000-80,000-100%$16.0M———
Pine Ridge Advisers LLC
N/A—80,000-80,000-100%$16.0M———
Te Ahumairangi Investment Management Ltd
N/A—79,778-79,778-100%$16.0M———
Marshall Financial Group, LLC
N/A—79,736-79,736-100%$16.0M———
Laffer Tengler Investments, Inc.
N/A—79,486-79,486-100%$15.9M———
Sagewood Asset Management LP
N/A—78,921-78,921-100%$15.8M———
Waddell & Associates, LLC
N/A—78,458-78,458-100%$15.7M———
Smith, Moore & Co.
N/A—78,311-78,311-100%$15.7M———
Everpar Advisors LLC
N/A—77,449-77,449-100%$15.5M———
Soros Capital Management LLC
N/A—77,300-77,300-100%$15.5M———
Financial Life Planners
N/A—77,281-77,281-100%$15.5M———
Storgate, LLC
N/A—77,119-77,119-100%$15.4M———
Myda Advisors LLC
N/A—77,000-77,000-100%$15.4M———
MainStreet Investment Advisors LLC
N/A—76,679-76,679-100%$15.3M———
E Fund Management (Hong Kong) Co., Ltd.
N/A—76,581-76,581-100%$15.3M———
NorthStar Asset Management LLC
N/A—75,839-75,839-100%$15.2M———
NCP Inc.
N/A—75,826-75,826-100%$15.2M———
Main Street Financial Solutions, LLC
N/A—75,276-75,276-100%$15.1M———
Paces Ferry Wealth Advisors, LLC
N/A—75,207-75,207-100%$15.0M———
BlueCrest Capital Management Ltd
N/A—74,986-74,986-100%$15.0M———
Alta Wealth Advisors LLC
N/A—74,833-74,833-100%$15.0M———
KKM Financial LLC
N/A—74,809-74,809-100%$15.0M———
Papamarkou Wellner Asset Management inc.
N/A—74,642-74,642-100%$13.0M———
Wealth Alliance, LLC
N/A—74,209-74,209-100%$14.8M———
Trinity Legacy Partners, LLC
N/A—74,045-74,045-100%$15.4M———
Faithward Advisors, LLC
N/A—73,044-73,044-100%$14.6M———
LRI Investments, LLC
N/A—72,730-72,730-100%$14.6M———
IMA Advisory Services, Inc.
N/A—72,495-72,495-100%$14.5M———
Ethos Financial Group, LLC
N/A—72,445-72,445-100%$13.9M———
Fox Hill Wealth Management
N/A—72,418-72,418-100%$14.5M———
S&CO Inc
N/A—72,156-72,156-100%$14.4M———
Highview Capital Management LLC
N/A—72,132-72,132-100%$14.4M———
Game Plan Financial Advisors, LLC
N/A—71,857-71,857-100%$14.4M———
Wayfinding Financial, LLC
N/A—71,844-71,844-100%$14.4M———
Twin Peaks Wealth Advisors, LLC
N/A—71,707-71,707-100%$14.3M———
Jupiter Wealth Management LLC
N/A—70,880-70,880-100%$14.2M———
Aperture Investors, LLC
N/A—70,860-70,860-100%$14.2M———
Shellback Capital, LP
N/A—70,000-70,000-100%$14.0M———
EWA, LLC
N/A—69,818-69,818-100%$14.0M———
Mayflower Financial Advisors, LLC
N/A—69,745-69,745-100%$14.0M———
Hollencrest Capital Management
N/A—69,713-69,713-100%$13.9M———
Alaethes Wealth, LLC
N/A—69,599-69,599-100%$13.9M———
Seeds Investor LLC
N/A—69,387-69,387-100%$13.9M———
Catalyst Funds Management Pty Ltd
N/A—69,300-69,300-100%$13.9M———
Strait & Sound Wealth Management LLC
N/A—69,184-69,184-100%$13.8M———
Notis-McConarty Edward
N/A—69,131-69,131-100%$13.8M———
Abbot Financial Management, Inc.
N/A—69,006-69,006-100%$13.8M———
ARP Global Capital Ltd
N/A—69,000-69,000-100%$13.8M———
Dougherty & Associates, LLC
N/A—68,937-68,937-100%$13.8M———
Elefante Mark B
N/A—68,115-68,115-100%$13.6M———
Stonebrook Private Inc.
N/A—67,950-67,950-100%$13.6M———
Totem Point Management, LLC
N/A—67,858-67,858-100%$13.6M———
Point Break Capital Management, LLC
N/A—67,799-67,799-100%$13.6M———
Ellevest, Inc.
N/A—67,782-67,782-100%$13.6M———
Opal Capital LLC
N/A—67,616-67,616-100%$13.5M———
Resources Management Corp
N/A—67,594-67,594-100%$13.5M———
Ponta Wealth Partners, LLC
N/A—66,979-66,979-100%$13.4M———
Cofg Advisors, LLC
N/A—66,827-66,827-100%$13.4M———
Tenere Capital LLC
N/A—66,733-66,733-100%$13.4M———
Fairtree Asset Management (Pty) Ltd
N/A—66,597-66,597-100%$13.3M———
B & T Capital Management DBA Alpha Capital Management
N/A—66,537-66,537-100%$13.3M———
1ST Source Bank
N/A—66,095-66,095-100%$13.2M———
Cyber Hornet ETFs LLC
N/A—66,054-66,054-100%$13.2M———
Gilbert & Cook, Inc.
N/A—65,675-65,675-100%$13.1M———
Blue Chip Partners, LLC
N/A—65,484-65,484-100%$13.1M———
Hayek Kallen Investment Management
N/A—65,406-65,406-100%$13.1M———
Clarendon Private LLC
N/A—65,398-65,398-100%$13.1M———
Palumbo Wealth Management LLC
N/A—65,340-65,340-100%$13.1M———
Mubadala Investment Co Pjsc
N/A—65,326-65,326-100%$13.1M———
Panoramic Capital, LLC
N/A—65,268-65,268-100%$13.1M———
Mosaic Family Wealth Partners, LLC
N/A—65,224-65,224-100%$13.0M———
Karani Asset Management LLC
N/A—65,153-65,153-100%$13.0M———
Riposte Capital LLC
N/A—65,000-65,000-100%$13.0M———
1776 Wealth LLC
N/A—64,945-64,945-100%$13.0M———
Albar Capital Partners LLP
N/A—64,892-64,892-100%$13.0M———
Mathes Company, Inc.
N/A—64,881-64,881-100%$13.0M———
Knightsbridge Asset Management, LLC
N/A—64,558-64,558-100%$12.9M———
Ameriflex Group, Inc.
N/A—64,451-64,451-100%$12.9M———
Financial Advisors Network, Inc.
N/A—64,432-64,432-100%$12.9M———
Vines Capital Management, LLC
N/A—64,222-64,222-100%$12.9M———
Bank OZK
N/A—64,124-64,124-100%$12.8M———
Hexagon Capital Partners LLC
N/A—63,710-63,710-100%$12.7M———
Jacobson & Schmitt Advisors, LLC
N/A—63,345-63,345-100%$12.7M———
Jump Financial, LLC
N/A—63,210-63,210-100%$12.6M———
BSW Wealth Partners
N/A—63,196-63,196-100%$12.6M———
IFC Advisors LLC
N/A—63,087-63,087-100%$12.6M———
Vega Investment Solutions
N/A—62,851-62,851-100%$12.6M———
Wimmer Associates 1, LLC
N/A—62,769-62,769-100%$12.6M———
Prelude Capital Management, LLC
N/A—62,560-62,560-100%$12.5M———
Tenzing Global Management, LLC
N/A—62,500-62,500-100%$12.5M———
Castlefield Investment Partners LLP
N/A—62,102-62,102-100%$12.4M———
Integrated Quantitative Investments LLC
N/A—62,034-62,034-100%$12.4M———
Field & Main Bank
N/A—61,962-61,962-100%$12.4M———
Ruggiero Investments, Inc.
N/A—61,230-61,230-100%$12.3M———
Infusive Asset Management Inc.
N/A—61,196-61,196-100%$12.2M———
Wrapmanager Inc
N/A—60,977-60,977-100%$12.2M———
Foster & Motley Inc
N/A—60,749-60,749-100%$12.2M———
Peak Planning Group, LLC
N/A—60,440-60,440-100%$12.1M———
Vanguard National Trust Co
N/A—60,402-60,402-100%$12.1M———
Cary Street Partners Investment Advisory LLC
N/A—60,300-60,300-100%$12.1M———
Crown Advisors Management, Inc.
N/A—60,000-60,000-100%$12.0M———
Fund 1 Investments, LLC
N/A—60,000-60,000-100%$12.0M———
Morgens Waterfall Vintiadis & Co Inc
N/A—60,000-60,000-100%$12.0M———
Strategies Wealth Advisors, LLC
N/A—59,499-59,499-100%$11.9M———
LOM Asset Management Ltd
N/A—59,414-59,414-100%$11.9M———
Coppell Advisory Solutions LLC
N/A—59,335-59,335-100%$29.1K———
WealthShield Partners, LLC
N/A—59,194-59,194-100%$11.8M———
Summit Wealth Partners, LLC
N/A—58,946-58,946-100%$11.8M———
Dumac, Inc.
N/A—58,868-58,868-100%$11.8M———
RPg Family Wealth Advisory, LLC
N/A—58,863-58,863-100%$11.8M———
Modus Advisors, LLC
N/A—58,307-58,307-100%$11.7M———
Farmers National Bank
N/A—58,220-58,220-100%$11.6M———
Chokshi & Queen Wealth Advisors, Inc
N/A—58,150-58,150-100%$11.6M———
Barrier Capital Management, LLC
N/A—58,104-58,104-100%$11.6M———
Mason & Associates Inc
N/A—58,055-58,055-100%$11.6M———
Libra Wealth LLC
N/A—57,978-57,978-100%$11.6M———
J Hagan Capital, Inc.
N/A—57,594-57,594-100%$11.5M———
All Terrain Financial Advisors, LLC
N/A—57,534-57,534-100%$11.5M———
Synergy Financial Group, LTD
N/A—57,256-57,256-100%$11.5M———
Private Wealth Asset Management, LLC
N/A—57,123-57,123-100%$11.4M———
Selkirk Management LLC
N/A—57,000-57,000-100%$11.4M———
Rothschild Wealth LLC
N/A—56,837-56,837-100%$11.4M———
Hartford Funds Management Co LLC
N/A—56,537-56,537-100%$11.3M———
Saraza Management, LP
N/A—56,500-56,500-100%$11.3M———
Corsicana & Co.
N/A—56,479-56,479-100%$11.3M———
Blackhawk Capital Partners, LLC
N/A—56,204-56,204-100%$11.2M———
Royal Capital Wealth Management, LLC
N/A—56,127-56,127-100%$11.2M———
CacheTech Inc.
N/A—55,984-55,984-100%$11.2M———
Invst, LLC
N/A—55,729-55,729-100%$11.2M———
Seaview Investment Managers LLC
N/A—55,710-55,710-100%$11.1M———
Dempze Nancy E
N/A—55,597-55,597-100%$11.1M———
K.J. Harrison & Partners Inc
N/A—55,569-55,569-100%$11.1M———
First Western Trust Bank
N/A—55,505-55,505-100%$11.1M———
Members Trust Co
N/A—55,214-55,214-100%$11.0M———
Resolute Wealth Strategies, LLC
N/A—55,110-55,110-100%$11.0M———
Legato Capital Management LLC
N/A—55,004-55,004-100%$11.0M———
Viawealth, LLC
N/A—54,930-54,930-100%$11.0M———
Compass Capital Corp
N/A—54,908-54,908-100%$12.2M———
Pursue Wealth Partners LLC
N/A—54,610-54,610-100%$10.9M———
Peak Retirement Planning, Inc.
N/A—54,264-54,264-100%$10.9M———
Patron Partners, LLC
N/A—54,233-54,233-100%$10.9M———
Boxwood Ventures, Inc.
N/A—53,909-53,909-100%$10.8M———
New Republic Capital, LLC
N/A—53,706-53,706-100%$10.7M———
Entropy Technologies, LP
N/A—53,691-53,691-100%$10.7M———
Redwood Investment Management, LLC
N/A—53,674-53,674-100%$10.7M———
Tower Bridge Advisors
N/A—53,310-53,310-100%$10.7M———
Granite Harbor Advisors, Inc.
N/A—53,289-53,289-100%$10.7M———
Fiduciary Financial Advisors
N/A—52,908-52,908-100%$10.7M———
Everest Private Wealth
N/A—52,884-52,884-100%$10.6M———
Barometer Capital Management Inc.
N/A—52,800-52,800-100%$10.6M———
Atlas Legacy Advisors, LLC
N/A—52,680-52,680-100%$10.2M———
Sittner & Nelson, LLC
N/A—52,444-52,444-100%$10.5M———
Wealthedge Investment Advisors, LLC
N/A—52,266-52,266-100%$10.5M———
Kirtland Hills Capital Management, LLC
N/A—52,093-52,093-100%$10.4M———
Flow Traders U.S. LLC
N/A—52,024-52,024-100%$10.4M———
Cascades Capital Asset Management, LLC
N/A—51,962-51,962-100%$10.4M———
US Asset Management LLC
N/A—51,936-51,936-100%$10.4M———
First National Bank of Hutchinson
N/A—51,277-51,277-100%$10.3M———
Timber Creek Capital Management LLC
N/A—51,214-51,214-100%$10.2M———
Westbourne Investments, Inc.
N/A—50,979-50,979-100%$10.2M———
Wealth Management Associates, Inc.
N/A—50,937-50,937-100%$10.2M———
Bull Harbor Capital LLC
N/A—50,919-50,919-100%$10.2M———
Ducere Wealth Management LLC
N/A—50,563-50,563-100%$10.1M———
Calton & Associates, Inc.
N/A—50,416-50,416-100%$10.1M———
AMJ Financial Wealth Management
N/A—50,351-50,351-100%$8.8M———
Kamunting Street Capital Management, L.P.
N/A—50,000-50,000-100%$10.0M———
Cambria Investment Management, L.P.
N/A—49,911-49,911-100%$10.0M———
Sphera Management Technology Funds Ltd
N/A—49,880-49,880-100%$10.0M———
WIM Investment Management Ltd
N/A—49,850-49,850-100%$10.0M———
Fourth Dimension Wealth, LLC
N/A—49,692-49,692-100%$9.9M———
Old North State Trust, LLC
N/A—49,434-49,434-100%$9.9M———
Empirical Asset Management, LLC
N/A—49,426-49,426-100%$9.9M———
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A—49,054-49,054-100%$9.8M———
Hudson Value Partners, LLC
N/A—49,009-49,009-100%$9.8M———
Kultura Capital Management LP
N/A—48,935-48,935-100%$9.8M———
Khazanah Nasional Berhad
N/A—48,892-48,892-100%$9.8M———
Intercapital, LLC
N/A—48,406-48,406-100%$9.7M———
Cambridge Financial Group, Inc.
N/A—48,328-48,328-100%$9.7M———
Apriem Advisors
N/A—48,299-48,299-100%$9.7M———
1248 Management, LLC
N/A—48,227-48,227-100%$9.6M———
First Commonwealth Financial Corp
N/A—48,220-48,220-100%$9.6M———
Quantum Portfolio Management LLC
N/A—48,191-48,191-100%$9.6M———
Alpine Woods Capital Investors, LLC
N/A—48,172-48,172-100%$9.6M———
Telligent Fund, LP
N/A—48,000-48,000-100%$9.6M———
Elk River Wealth Management LLC
N/A—47,713-47,713-100%$9.5M———
Outlook Capital Management, LLC
N/A—47,528-47,528-100%$9.5M———
Fielder Capital Group LLC
N/A—47,509-47,509-100%$9.5M———
One Wealth Management Investment & Advisory Services, LLC
N/A—47,386-47,386-100%$9.5M———
Trivant Custom Portfolio Group, LLC
N/A—47,359-47,359-100%$9.5M———
Cinctive Capital Management LP
N/A—47,297-47,297-100%$9.5M———
Cladis Investment Advisory, LLC
N/A—47,218-47,218-100%$9.4M———
Centric Wealth Management
N/A—47,040-47,040-100%$9.3M———
Drucker Wealth 3.0, LLC
N/A—47,038-47,038-100%$9.4M———
Oribel Capital Management, LP
N/A—46,900-46,900-100%$9.4M———
Titan Wealth (CI) Ltd
N/A—46,540-46,540-100%$9.3M———
Alexander Labrunerie & Co., Inc.
N/A—46,521-46,521-100%$9.3M———
Copos Capital B.V.
N/A—46,372-46,372-100%$9.3M———
Avanda Investment Management Pte. Ltd.
N/A—46,200-46,200-100%$9.2M———
Ramirez Asset Management, Inc.
N/A—46,011-46,011-100%$9.2M———
White Knight Strategic Wealth Advisors, LLC
N/A—45,978-45,978-100%$9.2M———
Pettyjohn, Wood & White, Inc
N/A—45,688-45,688-100%$9.1M———
City National Bank of Florida
N/A—45,471-45,471-100%$9.1M———
Jackson Thornton Wealth Management, LLC
N/A—45,426-45,426-100%$9.1M———
Mokan Wealth Management Inc.
N/A—45,405-45,405-100%$9.1M———
Pitcairn Wealth Advisors LLC
N/A—45,213-45,213-100%$9.0M———
Medallion Wealth Advisors, LLC
N/A—45,125-45,125-100%$9.0M———
Maytus Capital Management, LLC
N/A—45,000-45,000-100%$9.0M———
Black Swift Group, LLC
N/A—44,950-44,950-100%$9.0M———
Cloverfields Capital Group, LP
N/A—44,849-44,849-100%$9.0M———
Alvarez & Marsal Private Wealth Partners, LLC
N/A—44,703-44,703-100%$8.9M———
American Trust
N/A—44,594-44,594-100%$8.9M———
Saranac Partners Ltd
N/A—44,511-44,511-100%$8.9M———
Betterment LLC
N/A—44,365-44,365-100%$8.9M———
Seascape Capital Management
N/A—44,322-44,322-100%$8.9M———
Talon Private Wealth, LLC
N/A—44,085-44,085-100%$8.8M———
Garrison Point Advisors, LLC
N/A—44,018-44,018-100%$8.8M———
Westfuller Advisors, LLC
N/A—43,871-43,871-100%$8.8M———
Chilton Investment Co Inc.
N/A—43,765-43,765-100%$8.8M———
Rollins Financial Advisors, LLC
N/A—43,670-43,670-100%$8.7M———
Legacy Capital Wealth Management, LLC
N/A—43,569-43,569-100%$8.7M———
Boreal Capital Management LLC
N/A—43,562-43,562-100%$8.7M———
Rowlandmiller & Partners.adv
N/A—43,548-43,548-100%$8.7M———
Beacon Harbor Wealth Advisors, Inc.
N/A—43,333-43,333-100%$8.7M———
CFO4Life Group, LLC
N/A—43,211-43,211-100%$8.6M———
Cornerstone Select Advisors, LLC
N/A—43,208-43,208-100%$8.6M———
Lakeridge Wealth Management LLC
N/A—43,150-43,150-100%$8.6M———
Owen LaRue, LLC
N/A—42,886-42,886-100%$8.6M———
Wealthspire Retirement, LLC
N/A—42,792-42,792-100%$8.6M———
J. Goldman & Co LP
N/A—42,748-42,748-100%$8.6M———
Allred Capital Management, LLC
N/A—42,733-42,733-100%$8.6M———
Westshore Wealth, LLC
N/A—42,527-42,527-100%$8.5M———
CCG Wealth Management, LLC
N/A—42,450-42,450-100%$8.5M———
Sender Co & Partners, Inc.
N/A—42,324-42,324-100%$8.5M———
Brown Financial Advisors
N/A—42,229-42,229-100%$8.4M———
Eaton Financial Holdings Company, LLC
N/A—42,216-42,216-100%$8.4M———
Armistice Capital, LLC
N/A—41,700-41,700-100%$8.3M———
New World Advisors LLC
N/A—41,643-41,643-100%$8.3M———
Vision Retirement, LLC
N/A—41,511-41,511-100%$8.3M———
Stoneridge Investment Partners LLC
N/A—41,213-41,213-100%$8.3M———
Peregrine Investment Management Inc
N/A—40,890-40,890-100%$8.2M———
Senvest Management, LLC
N/A—40,600-40,600-100%$8.1M———
Magnolia Capital Advisors LLC
N/A—40,387-40,387-100%$8.1M———
Forum Finance Group S.A.
N/A—40,335-40,335-100%$6.5K———
Koss-Olinger Consulting, LLC
N/A—40,276-40,276-100%$8.1M———
Crux Wealth Advisors
N/A—40,232-40,232-100%$8.1M———
Crewe Advisors LLC
N/A—40,213-40,213-100%$8.0M———
Second Line Capital, LLC
N/A—40,188-40,188-100%$8.0M———
RBF Capital, LLC
N/A—40,000-40,000-100%$8.0M———
Exit Wealth Advisors, Llc.
N/A—39,979-39,979-100%$8.0M———
Runnymede Capital Advisors, Inc.
N/A—39,862-39,862-100%$8.0M———
Counterweight Ventures, LLC
N/A—39,598-39,598-100%$7.9M———
Sandro Wealth Management LLC
N/A—39,356-39,356-100%$7.9M———
Windsor Advisory Group, LLC
N/A—39,204-39,204-100%$7.8M———
Camarda Financial Advisors, LLC
N/A—39,200-39,200-100%$7.8M———
Adams Wealth Management
N/A—39,193-39,193-100%$7.8M———
Future Fund LLC
N/A—39,057-39,057-100%$7.8M———
Brasada Capital Management, LP
N/A—38,797-38,797-100%$7.8M———
Sovereign Financial Group, Inc.
N/A—38,636-38,636-100%$7.7M———
Altrafin AG
N/A—38,599-38,599-100%$7.7M———
Arohi Asset Management PTE Ltd.
N/A—38,524-38,524-100%$7.7M———
Boston Research & Management Inc
N/A—38,473-38,473-100%$7.7M———
Leigh Baldwin & Co., LLC
N/A—38,438-38,438-100%$7.7M———
Goldstone Financial Group, LLC
N/A—38,089-38,089-100%$7.6M———
KMT Wealth Management, LLC
N/A—38,047-38,047-100%$7.6M———
Fortune Financial Advisors, LLC
N/A—37,988-37,988-100%$7.6M———
Spahn Wealth & Retirement LLC
N/A—37,957-37,957-100%$7.6M———
MSA Advisors, LLC
N/A—37,833-37,833-100%$7.6M———
MWA Asset Management
N/A—37,795-37,795-100%$7.6M———
Twin Lakes Capital Management, LLC
N/A—37,761-37,761-100%$7.6M———
Frisch Financial Group, Inc.
N/A—37,650-37,650-100%$7.5M———
General Equity Holdings LP
N/A—37,500-37,500-100%$7.5M———
Nvest Financial, LLC
N/A—37,439-37,439-100%$7.5M———
LM Advisors LLC
N/A—37,422-37,422-100%$7.5M———
Vista Cima Wealth Management LLC
N/A—37,302-37,302-100%$7.5M———
Fuller & Thaler Asset Management, Inc.
N/A—36,885-36,885-100%$7.4M———
Bellars Harris Wealth Management, LLC
N/A—36,883-36,883-100%$7.4M———
Harber Asset Management LLC
N/A—36,861-36,861-100%$7.4M———
Pgim Custom Harvest LLC
N/A—36,754-36,754-100%$7.4M———
Fund Advisors of America Inc
N/A—36,522-36,522-100%$7.3M———
Pinnacle Family Advisors, LLC
N/A—36,428-36,428-100%$7.3M———
Saba Capital Management, L.P.A
N/A—36,415-36,415-100%$7.3M———
Secured Retirement Advisors, LLC
N/A—36,284-36,284-100%$7.3M———
Legacy Wealth Advisors, LLC
N/A—35,772-35,772-100%$7.2M———
UP Strategic Wealth Investment Advisors LLC
N/A—35,735-35,735-100%$7.8M———
Tiemann Investment Advisors, LLC
N/A—35,730-35,730-100%$7.1M———
FWG Holdings, LLC
N/A—35,376-35,376-100%$7.3M———
GWN Securities Inc.
N/A—35,365-35,365-100%$7.1M———
Tsai Capital Corp
N/A—35,292-35,292-100%$7.1M———
Freestone Grove Partners LP
N/A—35,160-35,160-100%$7.0M———
BlackDiamond Wealth Management, LLC
N/A—35,099-35,099-100%$7.6M———
Weitz Investment Management, Inc.
N/A—35,000-35,000-100%$7.0M———
Annandale Capital, LLC
N/A—34,841-34,841-100%$7.0M———
Bcwm, LLC
N/A—34,818-34,818-100%$7.0M———
VestGen Investment Management
N/A—34,760-34,760-100%$7.0M———
Bank of Nova Scotia Trust Co
N/A—34,757-34,757-100%$7.0M———
Prospect Financial Services LLC
N/A—34,467-34,467-100%$6.9M———
Navis Wealth Advisors, LLC
N/A—34,378-34,378-100%$6.9M———
Calydon Capital
N/A—34,330-34,330-100%$6.9M———
Maxele Advisors, LLC
N/A—34,273-34,273-100%$6.9M———
American Money Management, LLC
N/A—34,253-34,253-100%$6.9M———
Ai-Squared Management Ltd
N/A—34,200-34,200-100%$6.8M———
Walter & Keenan Wealth Management LLC
N/A—34,159-34,159-100%$6.8M———
Longitude (Cayman) Ltd.
N/A—34,100-34,100-100%$6.8M———
Kensington Investment Counsel, LLC
N/A—34,082-34,082-100%$6.8M———
JBF Capital, Inc.
N/A—34,000-34,000-100%$6.8M———
Atom Investors LP
N/A—33,901-33,901-100%$6.8M———
Chancellor Financial Group WB LP
N/A—33,896-33,896-100%$6.8M———
Audent Global Asset Management, LLC
N/A—33,860-33,860-100%$6.8M———
Buckley Wealth Management, LLC
N/A—33,763-33,763-100%$6.8M———
Allium Financial Advisors, LLC
N/A—33,507-33,507-100%$6.7M———
Lcnb Corp
N/A—33,484-33,484-100%$6.7M———
Measured Wealth Private Client Group, LLC
N/A—33,439-33,439-100%$6.7M———
Conscious Wealth Investments, LLC
N/A—33,195-33,195-100%$6.9M———
Hilltop Partners LLC
N/A—33,101-33,101-100%$6.6M———
M3 Advisory Group, LLC
N/A—33,051-33,051-100%$6.6M———
Saiph Capital, LLC
N/A—32,996-32,996-100%$6.6M———
Private Harbour Investment Management & Counsel, LLC
N/A—32,913-32,913-100%$6.6M———
Element Capital Management LLC
N/A—32,890-32,890-100%$6.6M———
Aviso Financial Inc.
N/A—32,881-32,881-100%$6.6M———
Caerus Investment Advisors, LLC
N/A—32,810-32,810-100%$6.6M———
Ballast Advisors LLC
N/A—32,790-32,790-100%$6.6M———
Polymer Capital Management (US) LLC
N/A—32,737-32,737-100%$6.6M———
Wick Capital Partners, LLC
N/A—32,615-32,615-100%$6.5M———
Stevens Capital Management LP
N/A—32,602-32,602-100%$6.5M———
Triton Financial Group Inc
N/A—32,600-32,600-100%$6.5M———
FLC Capital Advisors
N/A—32,532-32,532-100%$6.5M———
St. Nicholas Private Asset Management, Inc
N/A—32,506-32,506-100%$6.5M———
Burnham & Co LLC
N/A—32,199-32,199-100%$6.4M———
Claret Asset Management Corp
N/A—32,161-32,161-100%$6.4M———
W1m Asset Management Ltd
N/A—32,118-32,118-100%$6.4M———
Proffitt & Goodson Inc
N/A—32,021-32,021-100%$6.4M———
ArchPoint Investors
N/A—31,992-31,992-100%$6.4M———
Wealthquest Corp
N/A—31,827-31,827-100%$6.4M———
Coastwise Capital Group, LLC
N/A—31,763-31,763-100%$6.4M———
SSA Swiss Advisors AG
N/A—31,747-31,747-100%$6.3M———
Sharpepoint LLC
N/A—31,739-31,739-100%$6.4M———
Bouchey Financial Group, Ltd.
N/A—31,545-31,545-100%$6.3M———
Richmond Brothers, Inc.
N/A—31,477-31,477-100%$6.3M———
Landing Point Financial Group, LLC
N/A—31,374-31,374-100%$6.3M———
American Trust Investment Advisors, LLC
N/A—31,371-31,371-100%$6.3M———
Red Wave Investments LLC
N/A—31,306-31,306-100%$6.3M———
Consilio Wealth Advisors, LLC
N/A—31,249-31,249-100%$6.3M———
Prestige Wealth Management Group LLC
N/A—31,211-31,211-100%$6.2M———
Bayesian Capital Management, LP
N/A—31,200-31,200-100%$6.2M———
Stonehage Fleming Financial Services Holdings Ltd
N/A—31,173-31,173-100%$6.2M———
Stonebridge Financial Group, LLC / MO
N/A—31,165-31,165-100%$6.2M———
Safeguard Investment Advisory Group, LLC
N/A—30,881-30,881-100%$6.2M———
Argent Advisors, Inc.
N/A—30,707-30,707-100%$6.1M———
Madison Wealth Partners, Inc
N/A—30,492-30,492-100%$6.1M———
Thompson David Blair
N/A—30,428-30,428-100%$6.1M———
Aspen Grove Capital, LLC
N/A—30,343-30,343-100%$6.1M———
Harvest Investment Services, LLC
N/A—30,246-30,246-100%$6.1M———
Precision Wealth Strategies, LLC
N/A—30,185-30,185-100%$6.0M———
Vienna Asset Management LLC
N/A—30,152-30,152-100%$6.0M———
Monetta Financial Services Inc
N/A—30,000-30,000-100%$6.0M———
Westerly Capital Management, LLC
N/A—30,000-30,000-100%$6.0M———
South Plains Financial, Inc.
N/A—29,923-29,923-100%$6.0M———
Bannerstone Capital Management, LLC
N/A—29,877-29,877-100%$6.0M———
Fairbanks Capital Management, Inc.
N/A—29,851-29,851-100%$6.0M———
Henson-Edgewater Management, LLC
N/A—29,826-29,826-100%$6.7M———
Fiducient Advisors LLC
N/A—29,814-29,814-100%$6.0M———
Tobias Financial Advisors, Inc.
N/A—29,786-29,786-100%$6.0M———
EMC Capital Management
N/A—29,500-29,500-100%$6.1K———
Riverstone Advisors, LLC
N/A—29,402-29,402-100%$5.9M———
Steamboat Capital Partners, LLC
N/A—29,345-29,345-100%$5.9M———
Twin Tree Management, LP
N/A—29,330-29,330-100%$5.9M———
Greenline Partners, LLC
N/A—29,293-29,293-100%$5.9M———
Roberts Glore & Co Inc
N/A—29,225-29,225-100%$5.8M———
Vantage Point Financial LLC
N/A—29,185-29,185-100%$5.8M———
Vance Wealth, LLC
N/A—29,093-29,093-100%$5.8M———
WNY Asset Management, LLC
N/A—29,083-29,083-100%$5.8M———
McLaughlin Asset Management, Inc.
N/A—29,079-29,079-100%$5.8M———
Connective Capital Management, LLC
N/A—29,025-29,025-100%$5.8M———
Palisades Hudson Asset Management, L.P.
N/A—29,004-29,004-100%$5.8M———
Inspire Advisors, LLC
N/A—28,918-28,918-100%$5.8M———
Pekao Towarzystwo Funduszy Inwestycyjnych S.A.
N/A—28,897-28,897-100%$5.8M———
Elgethun Capital Management
N/A—28,875-28,875-100%$5.8M———
Concorde Asset Management, LLC
N/A—28,861-28,861-100%$5.8M———
Forefront Wealth Partners, LLC
N/A—28,832-28,832-100%$5.8M———
Governors Lane LP
N/A—28,800-28,800-100%$5.8M———
Planning Alternatives LTD
N/A—28,742-28,742-100%$5.8M———
Berkeley Capital Partners, LLC
N/A—28,733-28,733-100%$5.7M———
Steigerwald, Gordon & Koch Inc.
N/A—28,335-28,335-100%$5.7M———
O'Neil Global Advisors, Inc.
N/A—28,270-28,270-100%$5.7M———
Fort Point Capital Partners LLC
N/A—28,229-28,229-100%$5.6M———
Platinum Investment Management LTD
N/A—28,191-28,191-100%$5.6M———
Madison Asset Management, LLC
N/A—27,969-27,969-100%$5.6M———
Peninsula Asset Management Inc
N/A—27,960-27,960-100%$5.6M———
Sierra Capital LLC
N/A—27,857-27,857-100%$5.6M———
Capital & Planning, LLC
N/A—27,853-27,853-100%$5.6M———
Marshall Investment Management, LLC
N/A—27,849-27,849-100%$5.6M———
X-Square Capital, LLC
N/A—27,839-27,839-100%$5.6M———
OneAscent Family Office, LLC
N/A—27,837-27,837-100%$5.6M———
Campbell Capital Management Inc
N/A—27,800-27,800-100%$5.6M———
Dunhill Financial, LLC
N/A—27,720-27,720-100%$5.5M———
PAX Financial Group, LLC
N/A—27,633-27,633-100%$5.5M———
Aspen Capital Management, LLC
N/A—27,591-27,591-100%$5.5M———
Operose Advisors LLC
N/A—27,421-27,421-100%$5.5M———
Muirfield Wealth Advisors LLC
N/A—27,366-27,366-100%$5.5M———
Galaxy Digital Capital Management GP LLC
N/A—27,341-27,341-100%$5.5M———
Neo Ivy Capital Management
N/A—27,208-27,208-100%$5.4M———
Greenline Wealth Management LLC
N/A—27,131-27,131-100%$5.4M———
JPL Wealth Management, LLC
N/A—27,047-27,047-100%$5.4M———
Rialto Wealth Management, LLC
N/A—27,003-27,003-100%$5.4M———
Sassicaia Capital Advisers LLC
N/A—27,000-27,000-100%$5.4M———
1015 Capital Partners, LLC
N/A—26,912-26,912-100%$5.4M———
North Dallas Bank & Trust Co
N/A—26,849-26,849-100%$5.4M———
Sandy Cove Advisors, LLC
N/A—26,695-26,695-100%$5.3M———
Swan Global Investments, LLC
N/A—26,623-26,623-100%$5.3M———
Headinvest, LLC
N/A—26,497-26,497-100%$5.3M———
Lifeworks Advisors, LLC
N/A—26,433-26,433-100%$5.3M———
HHM Wealth Advisors, LLC
N/A—26,350-26,350-100%$5.3M———
RED Reef Advisors LLC
N/A—26,342-26,342-100%$5.3M———
Christine Messmer PC
N/A—26,316-26,316-100%$5.3M———
Capital Markets Trading UK LLP
N/A—26,302-26,302-100%$5.3M———
Advance Capital Management, Inc.
N/A—26,298-26,298-100%$5.3M———
PCG Wealth Advisors, LLC
N/A—26,260-26,260-100%$5.3M———
Prosperity Bancshares Inc
N/A—26,258-26,258-100%$5.3M———
Flatrock Wealth Partners LLC
N/A—26,188-26,188-100%$5.2M———
MOR Wealth Management, LLC
N/A—26,110-26,110-100%$5.2M———
Prasad Wealth Partners, LLC
N/A—25,912-25,912-100%$5.2M———
Tevis Investment Management
N/A—25,800-25,800-100%$5.2M———
Sonoma Private Wealth LLC
N/A—25,785-25,785-100%$5.2M———
Whitford Management LLC
N/A—25,720-25,720-100%$5.1M———
Beaird Harris Wealth Management, LLC
N/A—25,651-25,651-100%$5.1M———
Omnia Family Wealth, LLC
N/A—25,545-25,545-100%$5.1M———
Bluebird Wealth Management LLC
N/A—25,536-25,536-100%$5.1M———
Wealth Advisors of Tampa Bay, LLC
N/A—25,483-25,483-100%$5.1M———
Ellenbecker Investment Group
N/A—25,478-25,478-100%$5.1M———
Spreng Capital Management, Inc.
N/A—25,364-25,364-100%$5.1M———
Ninepoint Partners LP
N/A—25,182-25,182-100%$5.0M———
Longaeva Partners L.P.
N/A—25,155-25,155-100%$5.0M———
Crawford Investment Counsel Inc
N/A—25,094-25,094-100%$5.0M———
Berkshire Asset Management LLC
N/A—25,030-25,030-100%$5.0M———
Northstar Asset Management Inc
N/A—25,027-25,027-100%$5.0M———
Sona Asset Management (US) LLC
N/A—25,000-25,000-100%$5.0M———
360 Financial, Inc.
N/A—24,975-24,975-100%$5.0M———
First Washington Corp
N/A—24,927-24,927-100%$5.0M———
Mars Jewett Financial Group, Inc.
N/A—24,907-24,907-100%$5.0M———
Investments & Financial Planning, LLC
N/A—24,848-24,848-100%$5.0M———
one8zero8, LLC
N/A—24,839-24,839-100%$5.0M———
Riverview Capital Advisers, LLC
N/A—24,591-24,591-100%$4.9M———
Strategic Investment Solutions, Inc.
N/A—24,566-24,566-100%$4.9M———
Campbell & Co Investment Adviser LLC
N/A—24,533-24,533-100%$4.9M———
Stamos Capital Partners, L.P.
N/A—24,528-24,528-100%$4.9M———
Estate Planners Group, LLC
N/A—24,523-24,523-100%$4.9M———
Quattro Advisors LLC
N/A—24,423-24,423-100%$4.9M———
Sykon Capital LLC
N/A—24,257-24,257-100%$4.9M———
Tailwinds Wealth, LLC
N/A—24,144-24,144-100%$4.8M———
Samara Investment Management, LLC
N/A—24,121-24,121-100%$4.8M———
Mayport, LLC
N/A—24,116-24,116-100%$4.8M———
Brio Consultants, LLC
N/A—24,000-24,000-100%$4.8M———
RiverPark Advisors, LLC
N/A—23,919-23,919-100%$4.8M———
Parsonex Advisory Services, Inc.
N/A—23,710-23,710-100%$4.7M———
Banco de Sabadell, S.a
N/A—23,624-23,624-100%$4.7M———
Round Rock Advisors LLC
N/A—23,521-23,521-100%$4.7M———
Axis Wealth Partners, LLC
N/A—23,406-23,406-100%$4.7M———
Bank Hapoalim BM
N/A—23,391-23,391-100%$4.7M———
Carr Financial Group Corp
N/A—23,352-23,352-100%$4.7M———
Intrepid Capital Management Inc
N/A—23,274-23,274-100%$4.7M———
Stokes Family Office, LLC
N/A—23,222-23,222-100%$4.6M———
Permanent Capital Management, LP
N/A—23,070-23,070-100%$4.6M———
One Charles Private Wealth Services, LLC
N/A—22,960-22,960-100%$4.6M———
Adapt Wealth Advisors, LLC
N/A—22,960-22,960-100%$4.6M———
Eaton-Cambridge Inc.
N/A—22,870-22,870-100%$4.6M———
JMN Financial LLC
N/A—22,866-22,866-100%$4.6M———
J. M. Brown & Associates Inc.
N/A—22,757-22,757-100%$4.6M———
Keyvantage Wealth, LLC
N/A—22,752-22,752-100%$4.6M———
Millington Financial Advisors, LLC
N/A—22,752-22,752-100%$4.6M———
Investor's Fiduciary Advisor Network, LLC
N/A—22,727-22,727-100%$4.5M———
Shepherd Wealth Management Ltd Liability Co
N/A—22,647-22,647-100%$5.0M———
Next Capital Management LLC
N/A—22,614-22,614-100%$4.5M———
Vantus Wealth LLC
N/A—22,606-22,606-100%$4.5M———
Kerr Financial Planning Corp
N/A—22,570-22,570-100%$4.5M———
Tripletail Wealth Management, LLC
N/A—22,565-22,565-100%$4.4M———
Allied Private Wealth LLC
N/A—22,476-22,476-100%$4.6M———
BW Gestao de Investimentos Ltda.
N/A—22,463-22,463-100%$4.5M———
AXA S.A.
N/A—22,450-22,450-100%$3.9M———
Core Alternative Capital
N/A—22,449-22,449-100%$4.5M———
Synergy Investment Management, LLC
N/A—22,413-22,413-100%$4.4M———
Vickerman Investment Advisors, Inc.
N/A—22,369-22,369-100%$4.5M———
Orion Capital Management LLC
N/A—22,346-22,346-100%$4.5M———
Delta Asset Management LLC
N/A—22,171-22,171-100%$4.4M———
Lighthouse Investment Partners, LLC
N/A—22,038-22,038-100%$4.4M———
Bank of Marin
N/A—22,006-22,006-100%$4.4M———
Legend Capital Advisors LLC
N/A—21,971-21,971-100%$4.4M———
Fosun International Ltd
N/A—21,945-21,945-100%$4.4M———
AXQ Capital, LP
N/A—21,942-21,942-100%$4.4M———
Tiaa Trust, National Association
N/A—21,897-21,897-100%$4.4M———
Hilltop Wealth Advisors, LLC
N/A—21,820-21,820-100%$4.4M———
Infrastructure Capital Advisors, LLC
N/A—21,806-21,806-100%$4.4M———
Rogco, LP
N/A—21,804-21,804-100%$4.4M———
Drexel Morgan & Co.
N/A—21,800-21,800-100%$4.4M———
Panoramic Capital Partners, LLC
N/A—21,799-21,799-100%$4.4M———
HighVista Strategies LLC
N/A—21,792-21,792-100%$4.4M———
Southeast Asset Advisors, LLC
N/A—21,678-21,678-100%$4.3M———
Prostatis Group LLC
N/A—21,607-21,607-100%$4.3M———
Matters Capital LLC
N/A—21,488-21,488-100%$4.3M———
Militia Capital Management LLC
N/A—21,388-21,388-100%$4.3M———
Van Diest Capital, LLC
N/A—21,254-21,254-100%$4.3M———
Barnes Pettey Financial Advisors, LLC
N/A—21,209-21,209-100%$4.2M———
Norris Financial Group, LLC
N/A—21,157-21,157-100%$4.2M———
Rothschild Capital Partners, LLC
N/A—21,152-21,152-100%$4.2M———
Talisman Wealth Advisors LLC
N/A—20,986-20,986-100%$4.2M———
IAM Advisory, LLC
N/A—20,981-20,981-100%$4.2M———
Northwest Bancshares, Inc.
N/A—20,956-20,956-100%$4.2M———
Petra Financial Advisors Inc
N/A—20,809-20,809-100%$4.2M———
Maripau Wealth Management LLC
N/A—20,785-20,785-100%$4.2M———
Stonebridge Capital Management Inc
N/A—20,757-20,757-100%$4.2M———
Lathrop Investment Management Co
N/A—20,518-20,518-100%$4.1M———
Encore Global Management, LP
N/A—20,500-20,500-100%$4.1M———
Clifford Group, LLC
N/A—20,424-20,424-100%$4.1M———
Sequent Planning LLC
N/A—20,409-20,409-100%$4.1M———
Kapstone Financial Advisors LLC
N/A—20,357-20,357-100%$4.1M———
Pennington Partners & Co., LLC
N/A—20,256-20,256-100%$4.1M———
FSA Advisors, Inc.
N/A—20,170-20,170-100%$4.0M———
Generation Capital Management LLC
N/A—20,168-20,168-100%$4.0M———
Warther Private Wealth, LLC
N/A—20,159-20,159-100%$4.0M———
Aimz Investment Advisors, LLC
N/A—20,113-20,113-100%$4.0M———
Cedar Wealth Management, LLC
N/A—20,092-20,092-100%$4.0M———
Rexford Capital Inc
N/A—20,056-20,056-100%$4.0M———
TRU Independence Asset Management 2, LLC
N/A—19,974-19,974-100%$4.0M———
Nova Wealth Management, Inc.
N/A—19,931-19,931-100%$4.0M———
SSI Investment Management LLC
N/A—19,923-19,923-100%$4.0M———
PSI Advisors, LLC
N/A—19,894-19,894-100%$4.0M———
Pine Harbor Wealth Management, LLC
N/A—19,861-19,861-100%$4.0M———
Consultiva Wealth Management, Corp.
N/A—19,850-19,850-100%$4.0M———
American Financial Advisors, LLC
N/A—19,754-19,754-100%$4.0M———
Goepper Burkhardt LLC
N/A—19,664-19,664-100%$3.9M———
Plotkin Financial Advisors, LLC
N/A—19,647-19,647-100%$3.9M———
RD Lewis Holdings, Inc.
N/A—19,646-19,646-100%$4.3M———
One Wealth Advisors, LLC
N/A—19,641-19,641-100%$3.9M———
Forefront Analytics, LLC
N/A—19,532-19,532-100%$3.9M———
Meadowbrook Advisors Group, LLC
N/A—19,449-19,449-100%$3.9M———
Richard W. Paul & Associates, LLC
N/A—19,388-19,388-100%$3.9M———
S Harris Financial Group, LLC
N/A—19,368-19,368-100%$3.9M———
Sun Financial Inc
N/A—19,327-19,327-100%$4.2M———
Gallagher Fiduciary Advisors, LLC
N/A—19,303-19,303-100%$3.9M———
Empire Financial Management Company, LLC
N/A—19,121-19,121-100%$3.8M———
Retirement Planning Group, LLC / NY
N/A—19,006-19,006-100%$3.8M———
Cohen & Steers, Inc.
N/A—19,000-19,000-100%$3.8M———
United Bank
N/A—18,804-18,804-100%$3.8M———
Shufro Rose & Co LLC
N/A—18,797-18,797-100%$3.8M———
Birchcreek Wealth Management, LLC
N/A—18,738-18,738-100%$3.7M———
Bienville Capital Management, LLC
N/A—18,619-18,619-100%$3.7M———
Pinney & Scofield, Inc.
N/A—18,513-18,513-100%$3.7M———
Keystone Financial Services, LLC
N/A—18,504-18,504-100%$3.7M———
Integrity Wealth Solutions LLC
N/A—18,466-18,466-100%$3.7M———
New Insight Wealth Advisors
N/A—18,393-18,393-100%$3.7M———
Liberty Square Wealth Partners LLC
N/A—18,386-18,386-100%$3.7M———
LeClair Wealth Partners LLC
N/A—18,285-18,285-100%$3.7M———
Bcgm Wealth Management, LLC
N/A—18,046-18,046-100%$3.6M———
Integrity Financial Corp
N/A—18,009-18,009-100%$3.6M———
Seldon Capital LP
N/A—17,840-17,840-100%$3.6M———
Birmingham Capital Management Co Inc
N/A—17,625-17,625-100%$3.5M———
Yarger Wealth Strategies, LLC
N/A—17,562-17,562-100%$3.7M———
Reyl & Cie S.A.
N/A—17,557-17,557-100%$3.1M———
Smart Money Group LLC
N/A—17,539-17,539-100%$3.5M———
Estabrook Capital Management
N/A—17,525-17,525-100%$3.5M———
Drake & Associates, LLC
N/A—17,509-17,509-100%$3.5M———
Atlanta Consulting Group Advisors, LLC
N/A—17,428-17,428-100%$3.5M———
Minot DeBlois Advisors LLC
N/A—17,388-17,388-100%$3.5M———
Blalock Williams, LLC
N/A—17,304-17,304-100%$3.5M———
Miller Capital Partners, Inc.
N/A—17,279-17,279-100%$3.5M———
Pinnacle Holdings, LLC
N/A—17,239-17,239-100%$3.4M———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—17,163-17,163-100%$3.4M———
Index Technologies Group LLC
N/A—16,979-16,979-100%$3.4M———
Palmer Knight Co
N/A—16,881-16,881-100%$3.4M———
Lbmc Investment Advisors, LLC
N/A—16,820-16,820-100%$3.4M———
Caitlin John, LLC
N/A—16,692-16,692-100%$3.3M———
Strategic Financial Concepts, LLC
N/A—16,681-16,681-100%$3.3M———
Spectrum Investment Advisors, Inc.
N/A—16,672-16,672-100%$3.3M———
Dark Forest Capital Management LP
N/A—16,595-16,595-100%$3.3M———
Golden Road Advisors LLC
N/A—16,454-16,454-100%$3.3M———
Voya Financial Advisors, Inc.
N/A—16,427-16,427-100%$3.2M———
Severin Investments, LLC
N/A—16,319-16,319-100%$3.3M———
Corvex Management LPA
N/A—16,250-16,250-100%$3.3M———
Four Tree Island Advisory LLC
N/A—16,186-16,186-100%$3.2M———
Snowwater Investment Partners, LLC
N/A—16,125-16,125-100%$3.2M———
M1 Capital Management LLC
N/A—16,112-16,112-100%$3.2M———
Byrne Financial Freedom, LLC
N/A—16,005-16,005-100%$3.2M———
Rather & Kittrell, Inc.
N/A—15,889-15,889-100%$3.2M———
Laidlaw Wealth Management LLC
N/A—15,860-15,860-100%$3.2M———
Driehaus Capital Management LLC
N/A—15,853-15,853-100%$3.2M———
Pinnacle Wealth Management, LLC
N/A—15,840-15,840-100%$3.2M———
Affinity Investment Advisors, LLC
N/A—15,784-15,784-100%$3.2M———
Optimize Financial Inc.
N/A—15,705-15,705-100%$3.1M———
Novak & Powell Financial Services, Inc.
N/A—15,700-15,700-100%$3.1M———
Pasadena Private Wealth, LLC
N/A—15,675-15,675-100%$3.1M———
Paragon Capital Management LLC
N/A—15,646-15,646-100%$3.1M———
Barbara Oil Co.
N/A—15,640-15,640-100%$3.1M———
Integrated Investment Consultants, LLC
N/A—15,639-15,639-100%$3.1M———
Martin & Co Inc
N/A—15,631-15,631-100%$3.1M———
V2 Financial group LLC
N/A—15,591-15,591-100%$3.1M———
Oxford Wealth Group, LLC
N/A—15,521-15,521-100%$3.1M———
Investment Advisory Group, LLC
N/A—15,515-15,515-100%$3.1M———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—15,470-15,470-100%$3.1M———
Sharp Wealth Advisory, LLC
N/A—15,447-15,447-100%$3.1M———
FreeGulliver LLC
N/A—15,374-15,374-100%$3.1M———
Farringdon Capital, Ltd.
N/A—15,369-15,369-100%$3.1M———
Quantbot Technologies LP
N/A—15,232-15,232-100%$3.0M———
Chelsea Counsel Co
N/A—15,187-15,187-100%$3.0M———
Basepoint Wealth LLC
N/A—15,184-15,184-100%$3.0M———
Brandywine Managers, LLC
N/A—15,180-15,180-100%$3.0M———
Alesco Advisors, LLC, An ESL Co
N/A—15,148-15,148-100%$3.0M———
Matrix Private Capital Group LLC
N/A—15,055-15,055-100%$3.0M———
Presidio Capital Management, LLC
N/A—15,043-15,043-100%$3.0M———
LifePlan Investment Advisors, Inc.
N/A—15,015-15,015-100%$3.0M———
SkyView Investment Advisors, LLC
N/A—15,000-15,000-100%$3.0M———
Tortoise Capital Advisors, L.L.C.
N/A—14,926-14,926-100%$3.0M———
Banco BTG Pactual S.A.
N/A—14,867-14,867-100%$3.0M———
Sunflower Bank, N.A.
N/A—14,816-14,816-100%$3.0M———
Financial Sense Advisors, Inc.
N/A—14,796-14,796-100%$3.0M———
C M Bidwell & Associates LTD
N/A—14,681-14,681-100%$2.9M———
Spwm Advisors LLC
N/A—14,653-14,653-100%$3.0M———
Wellington-Altus USA Inc.
N/A—14,583-14,583-100%$2.5M———
Indie Asset Partners, LLC
N/A—14,545-14,545-100%$2.9M———
Dash Acquisitions Inc.
N/A—14,506-14,506-100%$3.3M———
Odyssean, LLC
N/A—14,488-14,488-100%$2.9M———
BlueStem Wealth Partners, LLC
N/A—14,443-14,443-100%$2.9M———
FMB Wealth Management
N/A—14,350-14,350-100%$2.9M———
Panoramic Investment Advisors, LLC
N/A—14,304-14,304-100%$2.9M———
Signet Private Wealth LLC
N/A—14,285-14,285-100%$2.9M———
SAM Advisors, LLC
N/A—14,179-14,179-100%$2.8M———
Tudor Financial Inc.
N/A—14,133-14,133-100%$2.8M———
Goldstream Capital Management Ltd
N/A—14,129-14,129-100%$2.8M———
Disciplined Investments, LLC
N/A—14,099-14,099-100%$2.8M———
Hhlr Advisors, Ltd.
N/A—14,054-14,054-100%$2.8M———
Mpwm Advisory Solutions, LLC
N/A—14,017-14,017-100%$2.8M———
Park Circle Co
N/A—14,000-14,000-100%$2.8M———
FirstWave Capital Management LLC
N/A—13,965-13,965-100%$2.8M———
Aberdeen Wealth Management LLC
N/A—13,910-13,910-100%$2.8M———
FPC Investment Advisory, Inc.
N/A—13,896-13,896-100%$2.8M———
MRP Capital Investments, LLC
N/A—13,822-13,822-100%$2.8M———
Pacific SUN Financial Corp
N/A—13,794-13,794-100%$2.8M———
Pacific Point Advisors, LLC
N/A—13,742-13,742-100%$2.7M———
Holistic Financial Partners
N/A—13,719-13,719-100%$2.7M———
17 Capital Partners, LLC
N/A—13,634-13,634-100%$2.7M———
VeraBank, N.A.
N/A—13,608-13,608-100%$2.7M———
Revere Asset Management, Inc
N/A—13,599-13,599-100%$2.7M———
RFP Financial Group LLC
N/A—13,559-13,559-100%$2.7M———
Brave Asset Management Inc
N/A—13,545-13,545-100%$2.7M———
Fairfield, Bush & Co.
N/A—13,463-13,463-100%$2.7M———
Truepoint, Inc.
N/A—13,366-13,366-100%$2.7M———
WPWealth LLP
N/A—13,193-13,193-100%$2.6M———
WealthTrust Axiom LLC
N/A—13,163-13,163-100%$2.6M———
Bank of the Bluegrass & Trust Co.
N/A—13,162-13,162-100%$3.0M———
Mark Sheptoff Financial Planning, LLC
N/A—13,130-13,130-100%$2.6M———
FCA Corp
N/A—13,106-13,106-100%$2.6M———
Grace & Mercy Foundation, Inc.
N/A—13,000-13,000-100%$2.6M———
Cahill Financial Advisors Inc
N/A—12,992-12,992-100%$2.6M———
Core Wealth Advisors, Inc.
N/A—12,957-12,957-100%$2.6M———
McNamara Financial Services, Inc.
N/A—12,957-12,957-100%$2.6M———
Tolleson Wealth Management, Inc.
N/A—12,710-12,710-100%$2.5M———
Martin Investment Management, LLC
N/A—12,709-12,709-100%$2.5M———
Greenland Capital Management LP
N/A—12,672-12,672-100%$2.5M———
Intellus Advisors LLC
N/A—12,671-12,671-100%$2.5M———
SaddleRock Capital Management LLC
N/A—12,600-12,600-100%$2.5M———
Topsail Wealth Management, LLC
N/A—12,577-12,577-100%$2.5M———
Continental Investors Services, Inc.
N/A—12,532-12,532-100%$2.7M———
Retirement Capital Strategies
N/A—12,531-12,531-100%$2.5M———
5T Wealth, LLC
N/A—12,503-12,503-100%$2.5M———
Aspire Capital Advisors LLC
N/A—12,498-12,498-100%$2.5M———
Harris Associates L P
N/A—12,475-12,475-100%$2.5M———
Beck Mack & Oliver LLC
N/A—12,421-12,421-100%$2.5M———
TD Capital Management LLC
N/A—12,400-12,400-100%$2.5M———
Alan B Lancz & Associates, Inc.
N/A—12,376-12,376-100%$2.5M———
Henrickson Nauta Wealth Advisors, Inc.
N/A—12,357-12,357-100%$2.5M———
Investidor Profissional Gestao de Recursos Ltda.
N/A—12,353-12,353-100%$2.5M———
Oxinas Partners, LLC
N/A—12,302-12,302-100%$2.5M———
Evernest Financial Advisors, LLC
N/A—12,270-12,270-100%$2.5M———
Baron Silver Stevens Financial Advisors, LLC
N/A—12,257-12,257-100%$2.5M———
George Kaiser Family Foundation
N/A—12,204-12,204-100%$2.4M———
Lansing Street Advisors
N/A—12,203-12,203-100%$2.4M———
PeakShares LLC
N/A—12,128-12,128-100%$2.4M———
SK Wealth Management, LLC
N/A—12,123-12,123-100%$2.6M———
Northstar Financial Companies, Inc.
N/A—12,081-12,081-100%$2.4M———
Causey Wealth LLC
N/A—12,064-12,064-100%$2.4M———
Cadia Private Client LLC
N/A—12,036-12,036-100%$2.4M———
Somerset Group LLC
N/A—11,971-11,971-100%$2.5M———
XTX Topco Ltd
N/A—11,870-11,870-100%$2.4M———
HighMark Wealth Management LLC
N/A—11,844-11,844-100%$2.4M———
Alpine Global Management, LLC
N/A—11,792-11,792-100%$2.4M———
Mendel Capital Management LLC
N/A—11,594-11,594-100%$2.3M———
Cloud Capital Management, LLC
N/A—11,583-11,583-100%$2.3M———
O'rourke & Company, Inc
N/A—11,569-11,569-100%$2.3M———
Horizon Bancorp Inc
N/A—11,549-11,549-100%$2.3M———
Wallace Advisory Group, LLC
N/A—11,546-11,546-100%$2.3M———
Unconventional Investor, LLC
N/A—11,485-11,485-100%$2.3M———
Earnest Partners LLC
N/A—11,476-11,476-100%$2.3M———
Gould Capital, LLC
N/A—11,462-11,462-100%$2.3M———
Diametric Capital, LP
N/A—11,459-11,459-100%$2.3M———
Pitti Group Wealth Management, LLC
N/A—11,453-11,453-100%$2.3M———
Bolthouse Investments, LLC
N/A—11,396-11,396-100%$2.3M———
Houlihan Financial Resource Group, Ltd.
N/A—11,378-11,378-100%$2.3M———
Portland Investment Counsel Inc.
N/A—11,300-11,300-100%$2.3M———
Corient IA LP
N/A—11,280-11,280-100%$2.3M———
Weik Capital Management
N/A—11,252-11,252-100%$2.3M———
Raffa Wealth Management, LLC
N/A—11,151-11,151-100%$2.2M———
Rice Hall James & Associates, LLC
N/A—11,111-11,111-100%$2.2M———
Hobbs Group Advisors, LLC
N/A—11,108-11,108-100%$2.2M———
Strategic Financial Services, Inc.
N/A—11,081-11,081-100%$2.2M———
Petix & Botte Co
N/A—11,079-11,079-100%$2.2M———
Wealth Watch Advisors, Inc
N/A—11,062-11,062-100%$2.2M———
Sonoma Allocations LLC
N/A—11,024-11,024-100%$2.2M———
Leith Wheeler Investment Counsel Ltd.
N/A—11,000-11,000-100%$2.2M———
Pointe Capital Management LLC
N/A—10,976-10,976-100%$2.2M———
Benson Wealth Management Inc
N/A—10,935-10,935-100%$2.2M———
McMillan Office, Inc.
N/A—10,912-10,912-100%$2.2M———
Castle Wealth Management LLC
N/A—10,867-10,867-100%$2.2M———
Constant Guidance Financial LLC
N/A—10,860-10,860-100%$2.2M———
Momentum Wealth Planning, LLC
N/A—10,773-10,773-100%$2.2M———
Crews Bank & Trust
N/A—10,768-10,768-100%$2.2M———
Fischer Investment Strategies, LLC
N/A—10,746-10,746-100%$2.2M———
Star Financial Bank
N/A—10,687-10,687-100%$2.1M———
Brand Asset Management Group, Inc.
N/A—10,675-10,675-100%$2.1M———
Frazier Financial Advisors, LLC
N/A—10,671-10,671-100%$2.1M———
Capital Investment Management, Inc.
N/A—10,648-10,648-100%$2.1M———
Hill Investment Group Partners, LLC
N/A—10,633-10,633-100%$2.1M———
E-Wealth Partners, LLC
N/A—10,607-10,607-100%$2.1M———
Per Stirling Capital Management, Llc.
N/A—10,596-10,596-100%$2.1M———
OneAscent Investment Solutions LLC
N/A—10,572-10,572-100%$2.1M———
Planning Directions Inc
N/A—10,565-10,565-100%$2.1M———
Widmann Financial Services, Inc.
N/A—10,564-10,564-100%$2.1M———
Denver Wealth Management, Inc.
N/A—10,549-10,549-100%$2.1M———
PCB Capital LLC
N/A—10,475-10,475-100%$2.1M———
OneAscent Wealth Management LLC
N/A—10,465-10,465-100%$2.1M———
BOK Financial Private Wealth, Inc.
N/A—10,450-10,450-100%$2.1M———
Summit Wealth & Retirement Planning, Inc.
N/A—10,432-10,432-100%$2.1M———
Arrowroot Family Office, LLC
N/A—10,375-10,375-100%$2.1M———
Requisite Capital Management, LLC
N/A—10,370-10,370-100%$2.1M———
DCM Advisors, LLC
N/A—10,336-10,336-100%$1.8M———
Dimension Capital Management LLC
N/A—10,325-10,325-100%$2.1M———
WFA of San Diego, LLC
N/A—10,314-10,314-100%$2.3M———
Eight 31 Financial, LLC
N/A—10,310-10,310-100%$2.1M———
Second Half Financial Partners, LLC
N/A—10,257-10,257-100%$2.1M———
Keynote Financial Services LLC
N/A—10,217-10,217-100%$2.0M———
Atlas Wealth LLC
N/A—10,210-10,210-100%$2.0M———
Security National Bank of SO DAK
N/A—10,183-10,183-100%$2.0M———
Grand Alliance Asset Management Ltd
N/A—10,100-10,100-100%$2.0M———
IFS Group,LLC
N/A—10,100-10,100-100%$2.0M———
Dividend Assets Capital, LLC
N/A—10,042-10,042-100%$2.0M———
Veridan Wealth LLC
N/A—10,042-10,042-100%$2.0M———
Oxbow Advisors, LLC
N/A—10,031-10,031-100%$2.0M———
Jackson Wealth Management, LLC
N/A—10,021-10,021-100%$2.0M———
Easterly Investment Partners LLC
N/A—10,000-10,000-100%$2.0M———
44 Wealth Management LLC
N/A—9,991-9,991-100%$2.0M———
Magnolia Private Wealth, LLC
N/A—9,980-9,980-100%$2.0M———
GSA Capital Partners LLP
N/A—9,971-9,971-100%$2.0M———
Tulsa Wealth Advisors, Inc
N/A—9,945-9,945-100%$2.0M———
Wealth Advisors of Iowa, LLC
N/A—9,934-9,934-100%$2.0M———
Mosaic Financial Group, LLC
N/A—9,918-9,918-100%$2.0M———
Wiser Advisor Group LLC
N/A—9,884-9,884-100%$2.0M———
Alexis Investment Partners, LLC
N/A—9,880-9,880-100%$1.9M———
Retirement Income Solutions, Inc
N/A—9,871-9,871-100%$1.7M———
Cura Wealth Advisors, LLC
N/A—9,816-9,816-100%$2.0M———
Legacy Wealth Managment, LLC
N/A—9,792-9,792-100%$2.0M———
Alongside, LLC
N/A—9,760-9,760-100%$2.0M———
49 Wealth Management, LLC
N/A—9,760-9,760-100%$2.0M———
Planning Center, Inc.
N/A—9,752-9,752-100%$2.0M———
Whetstone Capital Advisors, LLC
N/A—9,710-9,710-100%$1.9M———
Maimon Wealth Management Ltd.
N/A—9,680-9,680-100%$1.9M———
M.D. Sass, LLC
N/A—9,642-9,642-100%$1.9M———
Horizon Family Wealth, Inc.
N/A—9,597-9,597-100%$1.9M———
Crescent Park Management, L.P.
N/A—9,518-9,518-100%$1.9M———
Corus Family Wealth Advisors
N/A—9,458-9,458-100%$1.9M———
Stance Capital LLC
N/A—9,439-9,439-100%$1.9M———
Landscape Capital Management, L.L.C.
N/A—9,377-9,377-100%$1.9M———
FSB Premier Wealth Management, Inc.
N/A—9,370-9,370-100%$1.9M———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—9,347-9,347-100%$1.9M———
Aegis Wealth Management LLC
N/A—9,337-9,337-100%$1.9M———
Thornburg Investment Management Inc
N/A—9,316-9,316-100%$1.9M———
Sachetta, LLC
N/A—9,301-9,301-100%$1.9M———
Mizuho Financial Group Inc
N/A—9,285-9,285-100%$1.9M———
Wealthspan Partners, LLC
N/A—9,249-9,249-100%$1.9M———
Taylor Hoffman Capital Management LLC
N/A—9,248-9,248-100%$1.9M———
LWM Advisory Services, LLC
N/A—9,235-9,235-100%$1.8M———
Pursuit Wealth Strategies, LLC
N/A—9,220-9,220-100%$1.8M———
Retirement Management Systems Inc.
N/A—9,184-9,184-100%$1.8M———
PIN OAK Investment Advisors Inc
N/A—9,067-9,067-100%$1.8M———
Peak Asset Management, LLC
N/A—9,067-9,067-100%$1.8M———
Nicholson Meyer Capital Management, Inc.
N/A—9,055-9,055-100%$1.8M———
Parkwoods Wealth Partners, LLC
N/A—9,012-9,012-100%$1.8M———
Wealth Care LLC
N/A—8,847-8,847-100%$1.8M———
Napier Financial, LLC
N/A—8,844-8,844-100%$1.8M———
Kilter Group LLC
N/A—8,795-8,795-100%$1.8M———
Resolute Capital, LLC
N/A—8,762-8,762-100%$1.8M———
Midwestern Financial, LLC
N/A—8,712-8,712-100%$1.7M———
Select Asset Management & Trust
N/A—8,695-8,695-100%$1.7M———
Beta Wealth Group, Inc.
N/A—8,657-8,657-100%$1.7M———
Jacobs Equity LLC
N/A—8,650-8,650-100%$1.7M———
Permanens Capital L.P.
N/A—8,647-8,647-100%$1.7M———
Genesis Financial Group, LLC
N/A—8,637-8,637-100%$1.7M———
KDT Advisors, LLC
N/A—8,632-8,632-100%$1.7M———
Mosaic Advisors LLC
N/A—8,560-8,560-100%$1.7M———
Alpha Financial Partners LLC
N/A—8,532-8,532-100%$1.7M———
Qsemble Capital Management, LP
N/A—8,510-8,510-100%$1.7M———
AlphaGrep UK Ltd
N/A—8,500-8,500-100%$1.7M———
Fiduciary Wealth Partners, LLC
N/A—8,495-8,495-100%$1.7M———
Luxor Capital Group, LP
N/A—8,490-8,490-100%$1.7M———
S&T Bank
N/A—8,454-8,454-100%$1.7M———
Cannon Wealth Management Services, LLC
N/A—8,350-8,350-100%$1.7M———
Virtus Investment Advisers, LLC
N/A—8,321-8,321-100%$1.7M———
Forty-three Eighteen Advisors, LLC
N/A—8,297-8,297-100%$1.7M———
Seneca House Advisors
N/A—8,282-8,282-100%$1.7M———
KilterHowling LLC
N/A—8,185-8,185-100%$1.6M———
Anderson Financial Strategies, LLC
N/A—8,126-8,126-100%$1.8M———
Bridgefront Capital, LLC
N/A—8,093-8,093-100%$1.6M———
DF Dent & Co Inc
N/A—8,007-8,007-100%$1.6M———
Campbell Deegan Wealth Management, LLC
N/A—7,951-7,951-100%$1.6M———
Coign Capital Advisors LLC
N/A—7,929-7,929-100%$1.6M———
Gambit Capital Management, LLC
N/A—7,898-7,898-100%$1.6M———
Prudent Investors Network, Inc.
N/A—7,856-7,856-100%$1.6M———
Symmetry Investments LP
N/A—7,831-7,831-100%$1.6M———
Tandem Wealth Advisors LLC
N/A—7,773-7,773-100%$1.6M———
WealthCollab, LLC
N/A—7,765-7,765-100%$1.6M———
WorthPointe, LLC
N/A—7,757-7,757-100%$1.6M———
Cauble & Harre Wealth Management, Inc.
N/A—7,715-7,715-100%$1.5M———
Ehrenkranz Partners L.P.
N/A—7,711-7,711-100%$1.5M———
Luminist Capital LLC
N/A—7,704-7,704-100%$1.5M———
Clarion Wealth Managment Partners, LLC
N/A—7,664-7,664-100%$1.5M———
Argo Wealth Advisory, LLC
N/A—7,646-7,646-100%$1.5M———
Hurricane Capital Advisors LLC
N/A—7,608-7,608-100%$1.5M———
Broyhill Asset Management, LLC
N/A—7,600-7,600-100%$1.5M———
Asset Management Group, Inc.
N/A—7,593-7,593-100%$1.5M———
Private Capital Management, LLC
N/A—7,574-7,574-100%$1.5M———
Serenus Wealth Advisors, LLC
N/A—7,567-7,567-100%$1.5M———
Mustico Financial Group, Inc.
N/A—7,547-7,547-100%$1.6M———
Bellevue Asset Management, LLC
N/A—7,547-7,547-100%$1.5M———
Wood Tarver Financial Group, LLC
N/A—7,530-7,530-100%$1.5M———
BBR Partners, LLC
N/A—7,515-7,515-100%$1.5M———
Beckerman Institutional, LLC
N/A—7,509-7,509-100%$1.5M———
Intrepid Financial Planning Group LLC
N/A—7,507-7,507-100%$1.5M———
Valtrion Capital Management, LLC
N/A—7,487-7,487-100%$1.5M———
Allie Family Office LLC
N/A—7,391-7,391-100%$1.5M———
Palogic Value Management, L.P.
N/A—7,330-7,330-100%$1.5M———
Palouse Capital Management, Inc.
N/A—7,298-7,298-100%$1.5M———
Beacon Bridge Wealth Partners, LLC
N/A—7,270-7,270-100%$1.5M———
Rockbridge Investment Management, LCC
N/A—7,234-7,234-100%$1.4M———
Lafayette Investments, Inc.
N/A—7,221-7,221-100%$1.4M———
Colter Lewis Investment Partners LLC
N/A—7,194-7,194-100%$1.4M———
Zuckerman Investment Group, LLC
N/A—7,182-7,182-100%$1.4M———
Jackson, Grant Investment Advisers, Inc.
N/A—7,147-7,147-100%$1.4M———
Aster Capital Management (Difc) Ltd
N/A—7,146-7,146-100%$1.4M———
NerdWallet Wealth Partners, LLC
N/A—7,116-7,116-100%$1.4M———
RiverGlades Family Offices LLC
N/A—7,067-7,067-100%$1.4M———
Everstar Asset Management, LLC
N/A—7,043-7,043-100%$1.4M———
Bravias Capital Group, LLC
N/A—7,017-7,017-100%$1.4M———
Ankerstar Wealth, LLC
N/A—6,965-6,965-100%$1.4M———
Horizon Kinetics Asset Management LLC
N/A—6,920-6,920-100%$1.4M———
JDM Financial Group LLC
N/A—6,899-6,899-100%$1.4M———
Lowery Thomas, LLC
N/A—6,896-6,896-100%$1.4M———
Avant Capital LLC
N/A—6,854-6,854-100%$1.4M———
Disciplined Investors, L.L.C.
N/A—6,844-6,844-100%$1.4M———
Objectivity Squared, LLC
N/A—6,836-6,836-100%$1.4M———
Fairview Capital Investment Management, LLC
N/A—6,834-6,834-100%$1.4M———
Arkos Global Advisors
N/A—6,788-6,788-100%$1.4M———
Financial Plan, Inc.
N/A—6,725-6,725-100%$1.3M———
Perissos Private Wealth Management, LLC
N/A—6,620-6,620-100%$1.3M———
Orcam Financial Group
N/A—6,587-6,587-100%$1.3M———
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A—6,573-6,573-100%$1.3M———
MorganRosel Wealth Management, LLC
N/A—6,521-6,521-100%$1.3M———
Seven Springs Wealth Group, LLC
N/A—6,512-6,512-100%$1.3M———
RBO & Co LLC
N/A—6,470-6,470-100%$1.3M———
Duncan Williams Asset Management, LLC
N/A—6,464-6,464-100%$1.3M———
Entelevest, LLC
N/A—6,355-6,355-100%$1.3M———
Dover Advisors, LLC
N/A—6,317-6,317-100%$1.2M———
Custos Family Office, LLC
N/A—6,296-6,296-100%$1.3M———
Cornerstone Financial Group, LLC
N/A—6,240-6,240-100%$1.2M———
Rodgers Brothers Inc.
N/A—6,200-6,200-100%$1.2M———
Blue Edge Capital, LLC
N/A—6,177-6,177-100%$1.2M———
Waterford Advisors, LLC
N/A—6,155-6,155-100%$1.2M———
Swan Capital LLC
N/A—6,150-6,150-100%$1.2M———
Front Street Capital Management, Inc.
N/A—6,078-6,078-100%$1.2M———
Edentree Asset Management Ltd
N/A—6,050-6,050-100%$1.2M———
Copley Financial Group, Inc.
N/A—6,046-6,046-100%$1.2M———
Harbour Investment Management LLC
N/A—6,016-6,016-100%$1.2M———
Oasis Management Co Ltd.A
N/A—6,000-6,000-100%$1.2M———
Bramshill Investments, LLC
N/A—6,000-6,000-100%$1.2M———
HC Advisors, LLC
N/A—5,980-5,980-100%$1.2M———
McGowan Group Asset Management, Inc.
N/A—5,948-5,948-100%$1.2M———
CSS LLC
N/A—5,946-5,946-100%$1.2M———
Rwwm, Inc.
N/A—5,919-5,919-100%$1.2M———
Ogorek Anthony Joseph
N/A—5,918-5,918-100%$1.2M———
Portland Global Advisors LLC
N/A—5,885-5,885-100%$1.2M———
Element Wealth, LLC
N/A—5,807-5,807-100%$1.2M———
Gentry Private Wealth, LLC
N/A—5,698-5,698-100%$1.1M———
CMT Capital Markets Trading GmbH
N/A—5,650-5,650-100%$1.1M———
Central Asset Investments & Management Holdings (HK) Ltd
N/A—5,626-5,626-100%$1.1M———
Icon Advisers Inc
N/A—5,600-5,600-100%$1.1M———
Atlantic Family Wealth, LLC
N/A—5,587-5,587-100%$1.1M———
Paradiem, LLC
N/A—5,560-5,560-100%$1.1M———
Delta Accumulation, LLC
N/A—5,547-5,547-100%$1.1M———
Vertex Planning Partners, LLC
N/A—5,535-5,535-100%$1.1M———
Legacy Financial Group LLC
N/A—5,504-5,504-100%$1.1M———
Eschler Asset Management LLP
N/A—5,478-5,478-100%$1.1M———
Schrum Private Wealth Management LLC
N/A—5,477-5,477-100%$677.0K———
Graney & King, LLC
N/A—5,462-5,462-100%$1.1M———
CarsonAllaria Wealth Management, Ltd.
N/A—5,451-5,451-100%$1.1M———
Fi3 Financial Advisors, LLC
N/A—5,449-5,449-100%$277.7K———
Brogan Financial, Inc.
N/A—5,411-5,411-100%$1.1M———
Compass Advisory Group LLC
N/A—5,402-5,402-100%$1.1M———
Prepared Retirement Institute LLC
N/A—5,373-5,373-100%$1.1M———
Markin Asset Management, LP
N/A—5,370-5,370-100%$1.1M———
J.E. Simmons & Co., P.C.
N/A—5,351-5,351-100%$1.1M———
Steelhead Wealth Management LLC
N/A—5,300-5,300-100%$1.1M———
Ruggaard & Associates LLC
N/A—5,227-5,227-100%$1.0M———
Dynamic Technology Lab Private Ltd
N/A—5,159-5,159-100%$1.0M———
Hopwood Nicholas Hunter
N/A—5,151-5,151-100%$1.0M———
Cadence Wealth Management LLC
N/A—5,108-5,108-100%$1.0M———
Capital Counsel LLC
N/A—5,102-5,102-100%$1.0M———
Steadtrust LLC
N/A—5,074-5,074-100%$1.0M———
OV Management LLC
N/A—5,064-5,064-100%$1.0M———
Gallo Partners, LP
N/A—5,041-5,041-100%$1.0M———
Tencap Wealth Coaching, LLC
N/A—5,032-5,032-100%$1.0M———
Bravera Wealth
N/A—5,025-5,025-100%$1.0M———
Brightwater Advisory LLC
N/A—5,023-5,023-100%$1.0M———
Corsair Capital Management, L.P.
N/A—5,001-5,001-100%$1.0M———
Ardmore Road Asset Management LP
N/A—5,000-5,000-100%$1.0M———
Bawa N Mallick Trust
N/A—5,000-5,000-100%$1.0M———
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.
N/A—4,982-4,982-100%$996.8K———
Estate Counselors, LLC
N/A—4,960-4,960-100%$992.4K———
Ciovacco Capital Management LLC
N/A—4,937-4,937-100%$988.0K———
Imprint Wealth LLC
N/A—4,931-4,931-100%$986.6K———
Phillips Wealth Planners LLC
N/A—4,903-4,903-100%$965.5K———
Arbor Trust Wealth Advisors, LLC
N/A—4,884-4,884-100%$977.2K———
Moment Partners, LLC
N/A—4,874-4,874-100%$975.3K———
Beto Financial Group, LLC
N/A—4,866-4,866-100%$989.2K———
TriCert Investment Counsel Inc.
N/A—4,808-4,808-100%$962.0K———
Significant Wealth Partners LLC
N/A—4,751-4,751-100%$950.7K———
Stephens Investment Management Group LLC
N/A—4,731-4,731-100%$946.6K———
Miller Investment Management, LP
N/A—4,717-4,717-100%$943.8K———
Swisher Financial Concepts, Inc.
N/A—4,683-4,683-100%$937.1K———
Daner Wealth Management, LLC
N/A—4,669-4,669-100%$1.1M———
Wexford Capital LP
N/A—4,666-4,666-100%$933.6K———
Chatterton & Associates Inc.
N/A—4,646-4,646-100%$942.1K———
Resolute Advisors LLC
N/A—4,644-4,644-100%$929.2K———
Cbiz Investment Advisory Services, LLC
N/A—4,629-4,629-100%$807.3K———
Cornerstone Financial Management LLC
N/A—4,586-4,586-100%$917.6K———
TrueWealth Financial Partners
N/A—4,511-4,511-100%$902.6K———
Game Creek Capital, LP
N/A—4,500-4,500-100%$900.4K———
New Vernon Investment Management LLC
N/A—4,484-4,484-100%$897.2K———
Osbon Capital Management LLC
N/A—4,457-4,457-100%$891.9K———
Viaable, LLC
N/A—4,422-4,422-100%$873.6K———
FFT Wealth Management LLC
N/A—4,402-4,402-100%$880.8K———
Caldwell Investment Management Ltd.
N/A—4,400-4,400-100%$879.7K———
Potomac Fund Management Inc
N/A—4,399-4,399-100%$880.1K———
Investors Portfolio Services LLC
N/A—4,375-4,375-100%$875.2K———
Port Capital LLC
N/A—4,359-4,359-100%$872.2K———
Galaxy Digital Inc.
N/A—4,350-4,350-100%$870.4K———
Bantamac Capital, LLC
N/A—4,325-4,325-100%$865.4K———
Kirkwood Financial Services
N/A—4,317-4,317-100%$863.8K———
Kropog Financial Group, LLC
N/A—4,309-4,309-100%$862.2K———
Winthrop Partners - WNY, LLC
N/A—4,270-4,270-100%$854.4K———
Berry Wealth Group, LP
N/A—4,223-4,223-100%$844.9K———
Fieldview Capital Management, LLC
N/A—4,210-4,210-100%$842.4K———
Beacon Investment Advisors LLC
N/A—4,180-4,180-100%$836.6K———
Crestmont Private Wealth LLC
N/A—4,156-4,156-100%$831.5K———
Arcus Capital Partners, LLC
N/A—4,115-4,115-100%$823.4K———
Chicago Wealth Management, Inc.
N/A—4,082-4,082-100%$816.8K———
Wills Financial Group LLC
N/A—4,078-4,078-100%$816.0K———
Ritter Daniher Financial Advisory LLC / de
N/A—4,077-4,077-100%$815.8K———
Balanced Rock Investment Advisors LLC
N/A—4,073-4,073-100%$815.0K———
Resolute Wealth Advisor, Inc.
N/A—4,051-4,051-100%$706.5K———
Capasso Planning Partners LLC
N/A—4,032-4,032-100%$806.9K———
De Lisle Partners LLP
N/A—4,000-4,000-100%$800.4K———
Tandem Financial, LLC
N/A—3,935-3,935-100%$787.4K———
Fora Capital, LLC
N/A—3,922-3,922-100%$783.8K———
Paul R. Ried Financial Group, LLC
N/A—3,891-3,891-100%$778.6K———
Kiker Wealth Management, LLC
N/A—3,860-3,860-100%$772.3K———
Two Sigma Securities, LLC
N/A—3,849-3,849-100%$770.1K———
Chico Wealth RIA
N/A—3,821-3,821-100%$764.6K———
Independent Family Office, LLC
N/A—3,820-3,820-100%$764.3K———
Traction Financial Partners, LLC
N/A—3,791-3,791-100%$758.5K———
HTG Investment Advisors, Inc.
N/A—3,781-3,781-100%$756.5K———
BHK Investment Advisors, LLC
N/A—3,708-3,708-100%$741.9K———
Okabena Investment Services Inc
N/A—3,696-3,696-100%$739.5K———
Steffes Financial, Ltd.
N/A—3,674-3,674-100%$735.1K———
Tower Wealth Partners, Inc.
N/A—3,626-3,626-100%$725.5K———
Sanchez Levi Garrett
N/A—3,604-3,604-100%$721.1K———
Perspective Wealth Advisors LLC
N/A—3,599-3,599-100%$720.2K———
Professional Financial Solutions LLC
N/A—3,579-3,579-100%$716.1K———
Geometric Wealth Advisors
N/A—3,577-3,577-100%$715.8K———
WealthTrak Capital Management LLC
N/A—3,575-3,575-100%$715.3K———
Causeway Capital Management LLC
N/A—3,567-3,567-100%$713.7K———
Lombard Odier Asset Management (USA) Corp
N/A—3,546-3,546-100%$709.5K———
Envision Financial Transparency, LLC
N/A—3,518-3,518-100%$435.2K———
Ionic Capital Management LLC
N/A—3,518-3,518-100%$703.9K———
Spark Investment Management LLC
N/A—3,500-3,500-100%$700.3K———
Charter Research & Investment Group, Inc.
N/A—3,470-3,470-100%$694.3K———
Financial Strategies Group, Inc.
N/A—3,425-3,425-100%$710.0K———
Dopkins Wealth Management, LLC
N/A—3,424-3,424-100%$685.1K———
Ark Wealth Advisors LLC
N/A—3,417-3,417-100%$683.6K———
Dodge & COX
N/A—3,400-3,400-100%$680.3K———
Morris Financial Concepts, Inc.
N/A—3,383-3,383-100%$676.9K———
Claris Advisors, LLC / MO /
N/A—3,342-3,342-100%$668.5K———
Markin Volterra Fund LP
N/A—3,323-3,323-100%$664.9K———
Heron Bay Capital Management
N/A—3,309-3,309-100%$662.2K———
Ridge Creek Global, Inc
N/A—3,255-3,255-100%$651.3K———
Copia Wealth Management
N/A—3,251-3,251-100%$650.5K———
a16z Perennial Management, L.P.
N/A—3,200-3,200-100%$640.3K———
Financial Alternatives, Inc
N/A—3,192-3,192-100%$638.6K———
Harborfront Financial Group LLC
N/A—3,191-3,191-100%$638.5K———
Chesapeake Asset Management LLC
N/A—3,188-3,188-100%$637.9K———
Authentikos Wealth Advisory, LLC
N/A—3,158-3,158-100%$632.0K———
Aurdan Capital Management, LLC
N/A—3,155-3,155-100%$631.3K———
Core Capital Management & Research, inc.
N/A—3,138-3,138-100%$662.1K———
Innovator Capital Management, LLC
N/A—3,123-3,123-100%$624.9K———
Auxier Asset Management LLC
N/A—3,121-3,121-100%$624.5K———
Orographic Financial Advisors, LLC
N/A—3,103-3,103-100%$695———
Shared Vision Wealth Group LLC
N/A—3,090-3,090-100%$618.2K———
Campion Asset Management
N/A—3,075-3,075-100%$615.3K———
Financial Gravity Companies, Inc.
N/A—3,027-3,027-100%$605.8K———
VPR Management LLC
N/A—3,000-3,000-100%$600.3K———
Wilmar Advisors LLC
N/A—3,000-3,000-100%$600.3K———
HFG Advisors, Inc.
N/A—2,980-2,980-100%$596.3K———
Oakmont Advisory Group, LLC
N/A—2,950-2,950-100%$590.3K———
PMG Wealth Management, Inc.
N/A—2,910-2,910-100%$582.3K———
Twin City Private Wealth, LLC
N/A—2,877-2,877-100%$575.7K———
Hirtle & Co., LLC
N/A—2,837-2,837-100%$567.7K———
Tanglewood Legacy Advisors, LLC
N/A—2,836-2,836-100%$567.5K———
Eldridge Investment Advisors, Inc.
N/A—2,783-2,783-100%$556.9K———
Harbour Wealth Management Group, Inc.
N/A—2,771-2,771-100%$554.4K———
Boulder Wealth Advisors, LLC
N/A—2,768-2,768-100%$553.8K———
Verdad Advisers, LP
N/A—2,735-2,735-100%$547.2K———
Nalls Sherbakoff Group, LLC
N/A—2,688-2,688-100%$537.8K———
Odyssey Group, LLC
N/A—2,681-2,681-100%$536.4K———
Valley Financial Group, Inc.
N/A—2,677-2,677-100%$535.7K———
Brooks, Moore & Associates, Inc.
N/A—2,643-2,643-100%$528.8K———
Reliant Wealth Planning
N/A—2,641-2,641-100%$528.4K———
KEB Asset Management, LLC
N/A—2,637-2,637-100%$527.6K———
MA Private Wealth
N/A—2,635-2,635-100%$527.2K———
Mane Global Capital Management LP
N/A—2,589-2,589-100%$518.0K———
Athena Investment Management
N/A—2,536-2,536-100%$507.5K———
Harvest Management LLC
N/A—2,533-2,533-100%$506.8K———
Forum Private Client Group LLC
N/A—2,521-2,521-100%$504.4K———
IF Advisors, LLC
N/A—2,484-2,484-100%$496.9K———
Investment Advisory Services Group LLC
N/A—2,483-2,483-100%$496.8K———
Pingora Partners LLC
N/A—2,475-2,475-100%$495.2K———
Safe Harbor Fiduciary, LLC
N/A—2,462-2,462-100%$492.6K———
FOX RUN Management, L.L.C.
N/A—2,431-2,431-100%$486.4K———
1 North Wealth Services LLC
N/A—2,430-2,430-100%$486.2K———
Optimus Capital Advisors, LLC
N/A—2,418-2,418-100%$483.8K———
Security National Bank of Sioux City Iowa
N/A—2,415-2,415-100%$483.2K———
BTS Asset Management, Inc.
N/A—2,415-2,415-100%$483.2K———
Vigil Wealth Management, LLC
N/A—2,413-2,413-100%$482.7K———
Hamrick Investment Counsel, llc
N/A—2,389-2,389-100%$477.9K———
American Asset Management Inc.
N/A—2,365-2,365-100%$473.2K———
Aspire Growth Partners LLC
N/A—2,353-2,353-100%$470.9K———
Pura Vida Investments, LLC
N/A—2,300-2,300-100%$460.2K———
Bitterroot Capital Advisors LLC
N/A—2,279-2,279-100%$456.0K———
Curio Wealth, LLC
N/A—2,268-2,268-100%$453.8K———
Gabelli & Co Investment Advisers, Inc.
N/A—2,250-2,250-100%$450.2K———
BlueSpruce Investments, LP
N/A—2,228-2,228-100%$445.8K———
Schiavi & Co LLC
N/A—2,201-2,201-100%$440.4K———
Investment Counsel Co of Nevada
N/A—2,185-2,185-100%$437.1K———
Evoke Wealth, LLC
N/A—2,177-2,177-100%$435.7K———
Prairieview Wealth Partners, LLC
N/A—2,166-2,166-100%$433.4K———
Joule Financial, LLC
N/A—2,160-2,160-100%$432.3K———
Daniel Investment Group, Inc.
N/A—2,158-2,158-100%$431.8K———
Pinpoint Asset Management (Singapore) Pte. Ltd.
N/A—2,118-2,118-100%$423.8K———
Sandhill Capital Partners LLC
N/A—2,089-2,089-100%$418.0K———
Blueshift Asset Management, LLC
N/A—2,077-2,077-100%$415.6K———
Massachusetts Institute of Technology
N/A—2,072-2,072-100%$414.6K———
Dravo BAY LLC
N/A—2,058-2,058-100%$411.7K———
Davis Wealth Advisors, LLC
N/A—2,057-2,057-100%$411.6K———
HFM Investment Advisors, LLC
N/A—2,008-2,008-100%$401.8K———
Standard Family Office LLC
N/A—2,000-2,000-100%$400.2K———
Diamant Asset Management, Inc.
N/A—2,000-2,000-100%$400.2K———
Buckland Partners Management Co LLC
N/A—2,000-2,000-100%$400.2K———
Comprehensive Financial Management LLC
N/A—2,000-2,000-100%$400.2K———
Fortis Advisors, LLC
N/A—1,994-1,994-100%$398.9K———
Clarkston Capital Partners, LLC
N/A—1,990-1,990-100%$398.2K———
Cassady Wealth & Retirement Planning, LLC
N/A—1,972-1,972-100%$394.6K———
Wealth Management Strategies, Inc.
N/A—1,944-1,944-100%$389.0K———
Orleans Capital Management Corp
N/A—1,930-1,930-100%$386.2K———
Evergreen Wealth Partners LLC
N/A—1,871-1,871-100%$374.3K———
Ironvine Capital Partners, LLC
N/A—1,869-1,869-100%$374.0K———
VSM Wealth Advisory, LLC
N/A—1,848-1,848-100%$369.9K———
Hershey Financial Advisers, LLC
N/A—1,834-1,834-100%$367.0K———
Painted Porch Advisors LLC
N/A—1,820-1,820-100%$364.2K———
Silver Coast Investments LLC
N/A—1,815-1,815-100%$363.2K———
Mrwm Advisors, LLC
N/A—1,810-1,810-100%$362.2K———
Premier Private Wealth Management LLC
N/A—1,803-1,803-100%$360.8K———
Stembrook Asset Management, LLC
N/A—1,797-1,797-100%$359.6K———
Plum Street Advisors, LLC
N/A—1,789-1,789-100%$358.0K———
DiPaolo Financial Group, Inc.
N/A—1,783-1,783-100%$356.7K———
Stillwater Private Wealth, LLC
N/A—1,751-1,751-100%$392———
Longview Financial Advisors LLC
N/A—1,740-1,740-100%$348.2K———
Riverview Trust Co
N/A—1,740-1,740-100%$348.2K———
Leo H. Evart, Inc.
N/A—1,721-1,721-100%$344.4K———
DV Equities, LLC
N/A—1,686-1,686-100%$337.4K———
Vistica Wealth Advisors, LLC
N/A—1,628-1,628-100%$325.7K———
Seneschal Advisors, LLC
N/A—1,600-1,600-100%$320.2K———
Three Cord True Wealth Management, LLC
N/A—1,599-1,599-100%$319.9K———
Graybill Wealth Management, Ltd.
N/A—1,579-1,579-100%$315.9K———
Northwest Quadrant Wealth Management, LLC
N/A—1,547-1,547-100%$309.6K———
Lumbard & Kellner, LLC
N/A—1,539-1,539-100%$307.9K———
Genesis Wealth Advisors, LLC
N/A—1,535-1,535-100%$307.1K———
ArrowMark Colorado Holdings LLC
N/A—1,532-1,532-100%$306.5K———
Platform Wealth Management, LLC
N/A—1,528-1,528-100%$305.8K———
Sheridan Capital Management, LLC
N/A—1,526-1,526-100%$305.3K———
CoreFirst Bank & Trust
N/A—1,505-1,505-100%$301.1K———
Trailhead Planners LLC
N/A—1,499-1,499-100%$299.9K———
VAN DEN Berg Management I, Inc
N/A—1,485-1,485-100%$297.1K———
Strategic Financial Partners, Ltd.
N/A—1,415-1,415-100%$283.2K———
Winning Points Advisors, LLC
N/A—1,401-1,401-100%$280.3K———
Sherwood Financial Partners, LLC
N/A—1,389-1,389-100%$277.9K———
RIK Saylor Financial, Inc.
N/A—1,388-1,388-100%$277.6K———
Wilson & Boucher Capital Management, LLC
N/A—1,385-1,385-100%$277.1K———
Cedrus Wealth Group LLC
N/A—1,367-1,367-100%$273.5K———
Mittelman Wealth Management
N/A—1,353-1,353-100%$790.7K———
Trustco Bank Corp N Y
N/A—1,347-1,347-100%$269.5K———
Heartland Advisors Inc
N/A—1,330-1,330-100%$266.1K———
1492 Capital Management LLC
N/A—1,330-1,330-100%$266.1K———
ATLas Financial Planning LLC
N/A—1,314-1,314-100%$262.9K———
XP Advisory US, Inc.
N/A—1,312-1,312-100%$262.5K———
Dixon Mitchell Investment Counsel Inc.
N/A—1,308-1,308-100%$261.7K———
LGL Partners, LLC
N/A—1,291-1,291-100%$258.2K———
Arcadia Wealth Management, Inc.
N/A—1,291-1,291-100%$258.4K———
Oxford Asset Management LLP
N/A—1,290-1,290-100%$258.1K———
Knott David M Jr
N/A—1,280-1,280-100%$256.1K———
Turim 21 Investimentos Ltda.
N/A—1,268-1,268-100%$253.7K———
Tumwater Wealth Management, LLC
N/A—1,262-1,262-100%$252.5K———
Ruedi Wealth Management, Inc.
N/A—1,243-1,243-100%$248.6K———
Legacy PCG, LLC
N/A—1,230-1,230-100%$267.6K———
Delos Wealth Advisors, LLC
N/A—1,220-1,220-100%$244.1K———
CMC Financial Group
N/A—1,190-1,190-100%$238.2K———
Great OAK Capital Partners, LLC
N/A—1,184-1,184-100%$241.4K———
One Wealth Map LLC
N/A—1,182-1,182-100%$224.6K———
Top Private Wealth Llc.
N/A—1,143-1,143-100%$228.7K———
von Borstel & Associates, Inc.
N/A—1,112-1,112-100%$222.0K———
Adalta Capital Management LLC
N/A—1,111-1,111-100%$222.3K———
Summitpoint Capital Management
N/A—1,095-1,095-100%$219.0K———
Ascension Capital Advisors, Inc.
N/A—1,093-1,093-100%$218.7K———
Balanced Wealth Group LLC
N/A—1,092-1,092-100%$218.6K———
America First Investment Advisors, LLC
N/A—1,065-1,065-100%$213.1K———
Note Advisors, LLC
N/A—1,060-1,060-100%$212.0K———
FLP Wealth Management, LLC
N/A—1,059-1,059-100%$212.0K———
Atomic Invest LLC
N/A—1,055-1,055-100%$205.6K———
Larch Capital Partners LLC
N/A—1,050-1,050-100%$210.1K———
Anchor Bay Capital, Inc.
N/A—1,035-1,035-100%$225.1K———
Three Bearings Fiduciary Advisors, Inc.
N/A—1,032-1,032-100%$206.5K———
Ashford Capital Management Inc
N/A—1,000-1,000-100%$200.1K———
One68 Global Capital, LLC
N/A—1,000-1,000-100%$200.1K———
Unio Capital LLC
N/A—1,000-1,000-100%$200.1K———
Birnam Oak Advisors, LP
N/A—1,000-1,000-100%$200.1K———
Morrissey Wealth Management, LLC
N/A—977-977-100%$228.6K———
Quarry LP
N/A—957-957-100%$191.5K———
USA Financial Formulas
N/A—868-868-100%$173.7K———
Ecofi Investissements SA
N/A—850-850-100%$170.0K———
Regatta Research & Money Management
N/A—848-848-100%$169.5K———
Tradewinds, Llc.
N/A—835-835-100%$21.5M———
Cordant, Inc.
N/A—762-762-100%$152.4K———
LGT Financial Advisors LLC
N/A—758-758-100%$151.7K———
IQ EQ Fund Management (Singapore) Private Ltd
N/A—650-650-100%$130.1K———
NI Acquisitions Company, LLC
N/A—636-636-100%$127.3K———
Tacita Capital Inc
N/A—614-614-100%$122.9K———
WHI Trust Co LLC
N/A—599-599-100%$119.9K———
Persistent Asset Partners Ltd
N/A—545-545-100%$109.0K———
Elkhorn Partners Limited Partnership
N/A—420-420-100%$84.0K———
Bellevue Group AG
N/A—408-408-100%$81.6K———
ABS Investment Management LLC
N/A—400-400-100%$1.4M———
Bruce G. Allen Investments, LLC
N/A—362-362-100%$72.4K———
Bard Associates Inc
N/A—269-269-100%$53.8K———
Teachers Insurance & Annuity Association of America
N/A—250-250-100%$50.0K———
Ross\johnson & Associates LLC
N/A—241-241-100%$48.2K———
Longfellow Investment Management Co LLC
N/A—170-170-100%$34.0K———
Vanguard Advisers Inc
N/A—150-150-100%$30.0K———
Battery Global Advisors, LLC
N/A—150-150-100%$30.1K———
Broadwater Capital Management LLC
N/A—120-120-100%$24.0K———
Capital Advisor Network LLC
N/A—110-110-100%$22.0K———
Ravenstone Capital Management Inc.
N/A—86-86-100%$17.2K———
Conquis Financial LLC
N/A—75-75-100%$15.0K———
Davis Asset Management, L.P.
N/A—45-45-100%$9.0K———
Berkshire Capital Holdings Inc
N/A—10-10-100%$2.0K———
Abound Financial, LLC
N/A—10-10-100%$2.0K———
Westend Capital Management, LLC
N/A—00—$44———
Showing 6142 of 6142 institutions