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Oracle Corp (ORCL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Geode Capital Management, LLC
INCREASED
Shares40,394,950 from 39,248,959
Change+1,145,991 (+3%)
Value$5.5B (-$199.2M)
Filed 2026-11-06
Amundi
INCREASED
Shares14,766,385 from 9,878,184
Change+4,888,201 (+49%)
Value$2.0B (+$579.8M)
Filed 2026-11-06
Fisher Asset Management, LLC
INCREASED
Shares13,670,982 from 13,261,451
Change+409,531 (+3%)
Value$1.9B (-$66.4M)
Filed 2026-11-06
Bank of New York Mellon Corp
DECREASED
Shares12,967,231 from 13,046,266
Change-79,035 (-1%)
Value$1.8B (-$131.5M)
Filed 2026-11-05
Dimensional Fund Advisors LP
DECREASED
Shares8,892,120 from 8,911,911
Change-19,791 (0%)
Value$1.2B (-$85.4M)
Filed 2026-11-04
Mirabaud Asset Management Ltd
INCREASED
Shares7,576,000 from 8,876
Change+7,567,124 (+85254%)
Value$1.0M (-$267.6K)
Filed 2026-11-09
Deutsche Bank Ag\
INCREASED
Shares6,890,411 from 6,081,070
Change+809,341 (+13%)
Value$946.1M (+$54.9M)
Filed 2026-11-06
Barclays PLC
INCREASED
Shares6,572,289 from 6,244,069
Change+328,220 (+5%)
Value$902.4M (-$12.7M)
Filed 2026-11-06
Bank of Montreal
INCREASED
Shares6,566,765 from 4,058,532
Change+2,508,233 (+62%)
Value$901.6M (+$306.8M)
Filed 2026-11-09
Citigroup Inc
INCREASED
Shares5,756,735 from 4,913,178
Change+843,557 (+17%)
Value$790.4M (+$70.4M)
Filed 2026-11-04
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares4,574,036 from 4,267,854
Change+306,182 (+7%)
Value$628.0M (+$2.6M)
Filed 2026-11-05
Daiwa Securities Group Inc.
INCREASED
Shares3,710,545 from 1,732,173
Change+1,978,372 (+114%)
Value$509.5M (+$255.6M)
Filed 2026-10-29
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares3,583,720 from 3,700,161
Change-116,441 (-3%)
Value$492.0M (-$50.2M)
Filed 2026-10-29
PNC Financial Services Group, Inc.
DECREASED
Shares2,896,096 from 2,975,704
Change-79,608 (-3%)
Value$397.6M (-$38.5M)
Filed 2026-11-06
LPL Financial LLC
INCREASED
Shares2,834,843 from 2,689,269
Change+145,574 (+5%)
Value$389.2M (-$4.9M)
Filed 2026-11-06
Swedbank AB
DECREASED
Shares2,764,491 from 3,476,321
Change-711,830 (-20%)
Value$379.6M (-$129.9M)
Filed 2026-10-27
Principal Financial Group Inc
DECREASED
Shares1,848,903 from 2,083,582
Change-234,679 (-11%)
Value$253.9M (-$51.5M)
Filed 2026-11-02
KBC Group NV
INCREASED
Shares1,844,477 from 1,263,341
Change+581,136 (+46%)
Value$253.2K (-$184.9M)
Filed 2026-10-22
DekaBank Deutsche Girozentrale
INCREASED
Shares1,580,090 from 1,360,638
Change+219,452 (+16%)
Value$217.8K (+$24.0K)
Filed 2026-10-27
US Bancorp \de\
DECREASED
Shares1,438,074 from 1,549,498
Change-111,424 (-7%)
Value$197.4M (-$29.6M)
Filed 2026-11-05
Eurizon Capital SGR S.p.A.
INCREASED
Shares1,340,154 from 849,344
Change+490,810 (+58%)
Value$184.3M (+$59.5M)
Filed 2026-11-06
Danske Bank A/S
INCREASED
Shares1,303,839 from 1,288,461
Change+15,378 (+1%)
Value$179.0M (-$9.8M)
Filed 2026-11-09
Russell Investments Group, Ltd.
DECREASED
Shares1,300,994 from 1,408,564
Change-107,570 (-8%)
Value$178.7M (-$28.1M)
Filed 2026-11-06
Acadian Asset Management LLC
INCREASED
Shares1,296,925 from 659,240
Change+637,685 (+97%)
Value$178.0K (-$96.4M)
Filed 2026-11-09
King Luther Capital Management Corp
DECREASED
Shares1,294,089 from 1,473,692
Change-179,603 (-12%)
Value$177.7M (-$38.3M)
Filed 2026-11-05
Creative Planning
INCREASED
Shares1,275,007 from 1,126,280
Change+148,727 (+13%)
Value$175.1M (+$10.0M)
Filed 2026-11-02
New York State Teachers Retirement System
DECREASED
Shares1,250,140 from 1,283,395
Change-33,255 (-3%)
Value$171.6K (-$187.9M)
Filed 2026-10-22
Fort Washington Investment Advisors Inc
DECREASED
Shares1,233,363 from 1,251,246
Change-17,883 (-1%)
Value$169.3M (-$14.0M)
Filed 2026-10-15
Truist Financial Corp
DECREASED
Shares1,187,702 from 1,808,312
Change-620,610 (-34%)
Value$163.1M (-$101.9M)
Filed 2026-10-30
Fifth Third Bancorp
DECREASED
Shares1,174,096 from 1,340,565
Change-166,469 (-12%)
Value$161.2M (-$35.3M)
Filed 2026-11-05
Keybank National Association
DECREASED
Shares1,164,817 from 1,213,445
Change-48,628 (-4%)
Value$159.9M (-$17.9M)
Filed 2026-11-04
Alecta Tjanstepension Omsesidigt
UNCHANGED
Shares1,035,000 from 1,035,000
Change0 (0%)
Value$142.1M (-$9.7M)
Filed 2026-11-02
WT Asset Management Ltd
NEW
Shares1,026,065
Change+1,026,065
Value$140.9M
Filed 2026-10-28
LSV Asset Management
INCREASED
Shares1,025,727 from 19,129
Change+1,006,598 (+5262%)
Value$140.8K (-$2.7M)
Filed 2026-11-06
PFA Pension, Forsikringsaktieselskab
DECREASED
Shares982,479 from 998,810
Change-16,331 (-2%)
Value$134.9M (-$11.5M)
Filed 2026-11-06
OFI Invest Asset Management
INCREASED
Shares903,986 from 441,275
Change+462,711 (+105%)
Value$109.4M (+$52.7M)
Filed 2026-11-06
Assenagon Asset Management S.A.
DECREASED
Shares860,701 from 1,718,790
Change-858,089 (-50%)
Value$118.2M (-$133.7M)
Filed 2026-10-15
Nordea Investment Management AB
INCREASED
Shares853,906 from 575,578
Change+278,328 (+48%)
Value$117.0M (+$33.6M)
Filed 2026-11-09
Imc-Chicago, LLC
INCREASED
Shares827,473 from 461,563
Change+365,910 (+79%)
Value$113.6M (+$46.0M)
Filed 2026-11-05
Mirova US LLC
INCREASED
Shares812,601 from 429,354
Change+383,247 (+89%)
Value$111.6M (+$48.6M)
Filed 2026-11-05
Pictet Asset Management Holding SA
DECREASED
Shares785,431 from 1,037,646
Change-252,215 (-24%)
Value$107.8M (-$44.2M)
Filed 2026-11-03
Asset Management One Co., Ltd.
DECREASED
Shares773,336 from 781,350
Change-8,014 (-1%)
Value$106.2M (-$8.3M)
Filed 2026-10-27
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares745,528 from 694,940
Change+50,588 (+7%)
Value$75.5M (+$4.1M)
Filed 2026-10-13
Phoenix Financial Ltd.
INCREASED
Shares745,433 from 218,225
Change+527,208 (+242%)
Value$102.4M (+$70.4M)
Filed 2026-11-09
Cardano Risk Management B.V.
INCREASED
Shares710,008 from 512,981
Change+197,027 (+38%)
Value$97.5K (+$22.3K)
Filed 2026-10-20
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares704,633 from 638,674
Change+65,959 (+10%)
Value$96.7M (+$3.1M)
Filed 2026-11-03
Aberdeen Group plc
DECREASED
Shares695,231 from 1,933,638
Change-1,238,407 (-64%)
Value$56.8M (-$226.6M)
Filed 2026-11-06
Harel Insurance Investments & Financial Services Ltd.
INCREASED
Shares684,688 from 591,063
Change+93,625 (+16%)
Value$94.0K (-$86.5M)
Filed 2026-11-02
Bank Julius Baer & Co. Ltd, Zurich
INCREASED
Shares676,936 from 660,576
Change+16,360 (+2%)
Value$93.0M (-$3.9M)
Filed 2026-10-29
Retirement Systems of Alabama
INCREASED
Shares666,318 from 500,181
Change+166,137 (+33%)
Value$91.5M (+$18.2M)
Filed 2026-11-04
Handelsbanken Fonder AB
DECREASED
Shares666,096 from 744,934
Change-78,838 (-11%)
Value$91.5K (-$17.7K)
Filed 2026-11-09
Commonwealth Equity Services, LLC
DECREASED
Shares662,294 from 708,534
Change-46,240 (-7%)
Value$90.9M (-$12.9M)
Filed 2026-11-02
MacKenzie Financial Corp
INCREASED
Shares634,466 from 601,893
Change+32,573 (+5%)
Value$87.1M (-$1.1M)
Filed 2026-11-02
Calamos Advisors LLC
INCREASED
Shares626,179 from 432,846
Change+193,333 (+45%)
Value$86.0M (+$22.5M)
Filed 2026-11-02
Meitav Investment House LTD
INCREASED
Shares619,275 from 486,268
Change+133,007 (+27%)
Value$85.0M (+$13.8M)
Filed 2026-10-28
Nykredit A/S
INCREASED
Shares611,708 from 595,411
Change+16,297 (+3%)
Value$84.0M (-$3.3M)
Filed 2026-11-06
Simplex Trading, LLC
INCREASED
Shares586,290 from 567,292
Change+18,998 (+3%)
Value$80.5M (-$2.6M)
Filed 2026-11-04
Sound Shore Management Inc
INCREASED
Shares567,046 from 454,708
Change+112,338 (+25%)
Value$77.9M (+$11.2M)
Filed 2026-11-06
Focused Investors LLC
INCREASED
Shares566,350 from 557,750
Change+8,600 (+2%)
Value$77.8M (-$4.0M)
Filed 2026-10-30
State of New Jersey Common Pension Fund D
DECREASED
Shares558,780 from 558,886
Change-106 (0%)
Value$76.7M (-$5.2M)
Filed 2026-11-05
Allspring Global Investments Holdings, LLC
DECREASED
Shares551,142 from 553,858
Change-2,716 (0%)
Value$76.1M (-$2.8M)
Filed 2026-11-04
Nisa Investment Advisors, LLC
DECREASED
Shares549,666 from 563,849
Change-14,183 (-3%)
Value$75.5M (-$7.2M)
Filed 2026-10-20
Lansforsakringar Fondforvaltning AB (publ)
INCREASED
Shares544,012 from 528,538
Change+15,474 (+3%)
Value$74.7M (-$2.8M)
Filed 2026-11-09
Vontobel Holding Ltd.
INCREASED
Shares540,320 from 355,093
Change+185,227 (+52%)
Value$74.2M (+$22.1M)
Filed 2026-10-16
Xponance LLC
INCREASED
Shares503,247 from 481,306
Change+21,941 (+5%)
Value$69.1M (-$1.4M)
Filed 2026-11-03
Czech National Bank
INCREASED
Shares496,577 from 482,993
Change+13,584 (+3%)
Value$68.2M (-$2.6M)
Filed 2026-10-13
Achmea Investment Management B.V.
INCREASED
Shares488,548 from 97,185
Change+391,363 (+403%)
Value$67.1M (+$52.9M)
Filed 2026-10-30
Arizona State Retirement System
INCREASED
Shares484,499 from 478,829
Change+5,670 (+1%)
Value$66.5M (-$3.7M)
Filed 2026-11-03
Intech Investment Management LLC
INCREASED
Shares464,644 from 312,087
Change+152,557 (+49%)
Value$63.8M (+$18.1M)
Filed 2026-11-09
CIBC Asset Management Inc
INCREASED
Shares459,786 from 454,530
Change+5,256 (+1%)
Value$63.1M (-$3.5M)
Filed 2026-11-05
Migdal Insurance & Financial Holdings Ltd.
INCREASED
Shares458,638 from 456,718
Change+1,920 (+0%)
Value$63.0M (-$4.0M)
Filed 2026-11-09
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED
Shares448,835 from 471,142
Change-22,307 (-5%)
Value$61.6M (-$7.4M)
Filed 2026-10-15
Swiss Life Asset Management Ltd
DECREASED
Shares440,203 from 542,366
Change-102,163 (-19%)
Value$60.4M (-$19.0M)
Filed 2026-11-03
Parnassus Investments, LLC
DECREASED
Shares439,170 from 2,075,391
Change-1,636,221 (-79%)
Value$60.3M (-$243.9M)
Filed 2026-10-22
State of Michigan Retirement System
DECREASED
Shares434,232 from 434,432
Change-200 (0%)
Value$59.6M (-$4.0M)
Filed 2026-10-27
ZWJ Investment Counsel Inc
INCREASED
Shares421,765 from 395,996
Change+25,769 (+7%)
Value$57.9M (-$124.9K)
Filed 2026-10-15
IFM Investors Pty Ltd
INCREASED
Shares408,753 from 396,701
Change+12,052 (+3%)
Value$56.1M (-$2.0M)
Filed 2026-10-14
Caledonia Investments PLC
INCREASED
Shares408,100 from 373,100
Change+35,000 (+9%)
Value$56.0M (+$1.3M)
Filed 2026-10-13
Generate Investment Management Ltd
INCREASED
Shares407,314 from 146,295
Change+261,019 (+178%)
Value$55.9M (+$34.5M)
Filed 2026-10-14
SEB Asset Management AB
INCREASED
Shares403,590 from 388,985
Change+14,605 (+4%)
Value$55.4M (-$1.6M)
Filed 2026-11-04
Kestra Advisory Services, LLC
INCREASED
Shares399,825 from 376,303
Change+23,522 (+6%)
Value$54.9M (-$251.1K)
Filed 2026-11-02
ProShare Advisors LLC
INCREASED
Shares392,227 from 359,102
Change+33,125 (+9%)
Value$53.9M (+$1.2M)
Filed 2026-10-29
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED
Shares381,837 from 374,792
Change+7,045 (+2%)
Value$52.4M (-$2.5M)
Filed 2026-11-03
Vest Financial, LLC
INCREASED
Shares379,321 from 226,669
Change+152,652 (+67%)
Value$52.1M (+$18.9M)
Filed 2026-10-21
Allworth Financial LP
INCREASED
Shares351,932 from 330,446
Change+21,486 (+7%)
Value$51.6M (+$3.1M)
Filed 2026-11-06
Thrivent Financial for Lutherans
INCREASED
Shares350,467 from 137,505
Change+212,962 (+155%)
Value$48.1K (-$20.1M)
Filed 2026-11-05
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares340,598 from 319,909
Change+20,689 (+6%)
Value$46.8M (-$118.6K)
Filed 2026-10-20
PensionDanmark Pensionsforsikringsaktieselskab
INCREASED
Shares337,591 from 313,584
Change+24,007 (+8%)
Value$46.4M (+$395.5K)
Filed 2026-10-19
Amalgamated Bank
DECREASED
Shares336,160 from 339,671
Change-3,511 (-1%)
Value$46.2K (-$49.7M)
Filed 2026-10-23
Robeco Institutional Asset Management B.V.
INCREASED
Shares334,647 from 324,222
Change+10,425 (+3%)
Value$45.9M (-$1.6M)
Filed 2026-10-20
Exchange Traded Concepts, LLC
INCREASED
Shares333,867 from 242,385
Change+91,482 (+38%)
Value$45.8M (+$10.3M)
Filed 2026-10-28
UniSuper Management Pty Ltd
INCREASED
Shares318,669 from 298,340
Change+20,329 (+7%)
Value$43.8M (+$31.5K)
Filed 2026-10-26
Neos Investment Management LLC
INCREASED
Shares317,085 from 275,413
Change+41,672 (+15%)
Value$43.5M (+$3.2M)
Filed 2026-11-04
Gateway Investment Advisers LLC
INCREASED
Shares314,430 from 300,339
Change+14,091 (+5%)
Value$43.2M (-$843.5K)
Filed 2026-10-13
Rakuten Investment Management, Inc.
INCREASED
Shares310,207 from 279,196
Change+31,011 (+11%)
Value$42.7M (+$1.5M)
Filed 2026-10-30
Glenview Trust Co
INCREASED
Shares308,890 from 305,415
Change+3,475 (+1%)
Value$42.4M (-$2.3M)
Filed 2026-10-28
Leonteq Securities AG
INCREASED
Shares297,537 from 175,388
Change+122,149 (+70%)
Value$40.9M (+$15.1M)
Filed 2026-10-29
Henshaw Capital LLC
DECREASED
Shares295,418 from 295,419
Change-1 (0%)
Value$40.6M (-$2.7M)
Filed 2026-11-03
TD Waterhouse Canada Inc.
DECREASED
Shares288,668 from 370,371
Change-81,703 (-22%)
Value$39.9M (-$13.0M)
Filed 2026-10-16
Crossmark Global Holdings, Inc.
INCREASED
Shares288,483 from 276,434
Change+12,049 (+4%)
Value$39.6M (-$902.7K)
Filed 2026-10-21
Cullen T Bankers, Inc.
DECREASED
Shares287,313 from 303,361
Change-16,048 (-5%)
Value$39.4M (-$5.0M)
Filed 2026-10-28
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares285,351 from 325,612
Change-40,261 (-12%)
Value$39.2K (-$47.7M)
Filed 2026-11-02
Danica Pension, Livsforsikringsaktieselskab
DECREASED
Shares284,035 from 299,155
Change-15,120 (-5%)
Value$39.0M (-$4.8M)
Filed 2026-11-09
Mn Services Vermogensbeheer B.V.
DECREASED
Shares283,433 from 502,850
Change-219,417 (-44%)
Value$38.9K (-$73.7M)
Filed 2026-10-08
ShankerValleau Wealth Advisors, Inc.
DECREASED
Shares283,412 from 316,425
Change-33,013 (-10%)
Value$38.9M (-$7.5M)
Filed 2026-10-16
Strs Ohio
DECREASED
Shares282,911 from 433,372
Change-150,461 (-35%)
Value$38.8M (-$24.7M)
Filed 2026-10-30
Elyxium Wealth, LLC
DECREASED
Shares281,563 from 281,797
Change-234 (0%)
Value$38.7M (-$2.6M)
Filed 2026-10-27
Minneapolis Portfolio Management Group, LLC
INCREASED
Shares272,822 from 266,730
Change+6,092 (+2%)
Value$37.5M (-$1.6M)
Filed 2026-11-09
Douglas Lane & Associates, LLC
DECREASED
Shares270,248 from 298,762
Change-28,514 (-10%)
Value$37.1M (-$6.7M)
Filed 2026-10-09
Lido Advisors, LLC
DECREASED
Shares268,205 from 279,865
Change-11,660 (-4%)
Value$36.8M (-$4.2M)
Filed 2026-11-04
OP Asset Management Ltd
INCREASED
Shares261,261 from 192,436
Change+68,825 (+36%)
Value$35.9M (+$7.7M)
Filed 2026-11-05
LBP AM SA
DECREASED
Shares253,594 from 326,165
Change-72,571 (-22%)
Value$34.8M (-$13.0M)
Filed 2026-11-06
Police & Firemen's Retirement System of New Jersey
DECREASED
Shares252,524 from 256,816
Change-4,292 (-2%)
Value$34.7M (-$3.0M)
Filed 2026-11-09
BI Asset Management Fondsmaeglerselskab A/S
INCREASED
Shares247,153 from 206,749
Change+40,404 (+20%)
Value$33.9K (-$30.3M)
Filed 2026-10-22
Florida Trust Wealth Management Co
DECREASED
Shares245,428 from 263,146
Change-17,718 (-7%)
Value$33.7M (-$4.9M)
Filed 2026-11-05
New York Life Investment Management LLC
INCREASED
Shares240,938 from 237,124
Change+3,814 (+2%)
Value$33.1M (-$1.7M)
Filed 2026-11-04
Pinnacle Associates LTD
INCREASED
Shares238,348 from 226,542
Change+11,806 (+5%)
Value$32.7M (-$474.5K)
Filed 2026-10-20
Ethic Inc.
INCREASED
Shares236,100 from 235,570
Change+530 (+0%)
Value$32.4M (-$2.1M)
Filed 2026-11-03
Marathon Asset Management Ltd
DECREASED
Shares234,632 from 237,250
Change-2,618 (-1%)
Value$32.2M (-$2.6M)
Filed 2026-10-26
Antipodes Partners Ltd
NEW
Shares231,707
Change+231,707
Value$31.8M
Filed 2026-11-05
Clifford Swan Investment Counsel LLC
DECREASED
Shares229,659 from 234,843
Change-5,184 (-2%)
Value$31.5M (-$2.9M)
Filed 2026-11-05
Arga Investment Management, LP
NEW
Shares223,610
Change+223,610
Value$30.7M
Filed 2026-10-30
Perpetual Ltd
INCREASED
Shares220,331 from 17,232
Change+203,099 (+1179%)
Value$30.3M (+$27.7M)
Filed 2026-10-13
Farmers & Merchants Investments Inc
INCREASED
Shares212,500 from 211,699
Change+801 (+0%)
Value$29.2M (-$1.8M)
Filed 2026-10-22
Oregon Public Employees Retirement Fund
INCREASED
Shares212,472 from 208,614
Change+3,858 (+2%)
Value$29.2M (-$1.4M)
Filed 2026-10-30
Baker Avenue Asset Management, LP
INCREASED
Shares209,077 from 177,121
Change+31,956 (+18%)
Value$28.7M (+$2.7M)
Filed 2026-11-06
HB Wealth Management, LLC
INCREASED
Shares208,506 from 197,825
Change+10,681 (+5%)
Value$28.6M (-$363.5K)
Filed 2026-10-23
Regions Financial Corp
DECREASED
Shares204,343 from 248,385
Change-44,042 (-18%)
Value$28.1M (-$8.3M)
Filed 2026-11-05
ASR Vermogensbeheer N.V.
INCREASED
Shares201,992 from 164,896
Change+37,096 (+23%)
Value$27.7M (+$3.6M)
Filed 2026-10-16
Vaughan David Investments LLC
DECREASED
Shares201,673 from 211,696
Change-10,023 (-5%)
Value$27.7K (-$31.0M)
Filed 2026-11-05
Busey Bank
DECREASED
Shares201,634 from 204,960
Change-3,326 (-2%)
Value$27.7M (-$2.4M)
Filed 2026-10-26
Boston Trust Walden Corp
DECREASED
Shares199,288 from 327,287
Change-127,999 (-39%)
Value$27.4M (-$20.6M)
Filed 2026-10-30
Wealthfront Advisers LLC
DECREASED
Shares198,916 from 221,822
Change-22,906 (-10%)
Value$27.3M (-$5.2M)
Filed 2026-11-09
Franklin Street Advisors Inc
INCREASED
Shares198,351 from 161,489
Change+36,862 (+23%)
Value$27.2M (+$3.6M)
Filed 2026-10-13
PBU - The Pension Fund of Early Childhood & Youth Educators
INCREASED
Shares196,436 from 163,247
Change+33,189 (+20%)
Value$27.0M (+$3.0M)
Filed 2026-11-06
State of Alaska, Department of Revenue
DECREASED
Shares196,058 from 198,604
Change-2,546 (-1%)
Value$26.9K (-$29.1M)
Filed 2026-10-15
Bessemer Group Inc
INCREASED
Shares193,390 from 98,498
Change+94,892 (+96%)
Value$26.6K (-$14.4M)
Filed 2026-11-09
NorthCrest Asset Manangement, LLC
INCREASED
Shares189,054 from 182,682
Change+6,372 (+3%)
Value$25.7M (-$693.7K)
Filed 2026-10-13
Atria Investments, Inc
DECREASED
Shares186,779 from 187,567
Change-788 (0%)
Value$25.6M (-$1.8M)
Filed 2026-10-15
Savant Capital, LLC
DECREASED
Shares180,131 from 185,040
Change-4,909 (-3%)
Value$24.7M (-$2.4M)
Filed 2026-11-06
Chilton Capital Management LLC
DECREASED
Shares179,766 from 182,183
Change-2,417 (-1%)
Value$24.7M (-$2.0M)
Filed 2026-10-28
Kanawha Capital Management LLC
DECREASED
Shares178,272 from 178,555
Change-283 (0%)
Value$24.5M (-$1.7M)
Filed 2026-10-19
Applied Finance Capital Management, LLC
INCREASED
Shares177,612 from 164,825
Change+12,787 (+8%)
Value$24.4M (+$230.6K)
Filed 2026-11-03
Mutual of America Capital Management LLC
INCREASED
Shares177,310 from 175,608
Change+1,702 (+1%)
Value$24.3M (-$1.4M)
Filed 2026-10-23
Crestwood Advisors Group, LLC
DECREASED
Shares176,644 from 182,471
Change-5,827 (-3%)
Value$24.3M (-$2.5M)
Filed 2026-10-27
Yousif Capital Management, LLC
INCREASED
Shares176,192 from 172,605
Change+3,587 (+2%)
Value$24.2M (-$1.1M)
Filed 2026-10-22
Dana Investment Advisors, Inc.
INCREASED
Shares174,842 from 173,543
Change+1,299 (+1%)
Value$24.0M (-$1.4M)
Filed 2026-11-06
Sterling Capital Management LLC
DECREASED
Shares174,773 from 226,081
Change-51,308 (-23%)
Value$24.0M (-$9.1M)
Filed 2026-10-22
Comgest Global Investors S.A.S.
DECREASED
Shares173,034 from 209,205
Change-36,171 (-17%)
Value$23.8M (-$6.9M)
Filed 2026-11-09
Palisade Asset Management, LLC
DECREASED
Shares172,289 from 173,929
Change-1,640 (-1%)
Value$23.7M (-$1.8M)
Filed 2026-11-03
Mizuho Securities USA LLC
INCREASED
Shares165,927 from 102,513
Change+63,414 (+62%)
Value$21.0M (+$6.0M)
Filed 2026-11-09
Diversify Advisory Services, LLC
DECREASED
Shares165,922 from 166,642
Change-720 (0%)
Value$22.3M (+$2.3M)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares165,922 from 166,642
Change-720 (0%)
Value$22.3M (+$2.3M)
Filed 2026-10-20
Godsey & Gibb, Inc
INCREASED
Shares161,638 from 147,306
Change+14,332 (+10%)
Value$22.2M (+$605.2K)
Filed 2026-10-14
Assetmark, Inc
INCREASED
Shares160,558 from 155,313
Change+5,245 (+3%)
Value$22.0M (-$716.4K)
Filed 2026-10-21
Violich Capital Management, Inc.
DECREASED
Shares158,203 from 177,303
Change-19,100 (-11%)
Value$21.7M (-$4.3M)
Filed 2026-10-05
Waters Parkerson & Co., LLC
DECREASED
Shares156,273 from 160,293
Change-4,020 (-3%)
Value$21.5M (-$2.0M)
Filed 2026-11-04
AMF Tjanstepension AB
UNCHANGED
Shares155,318 from 155,318
Change0 (0%)
Value$21.3M (-$1.4M)
Filed 2026-10-22
Candriam S.C.A.
INCREASED
Shares153,603 from 150,207
Change+3,396 (+2%)
Value$21.2M (-$824.9K)
Filed 2026-11-03
Howland Capital Management LLC
DECREASED
Shares152,747 from 177,635
Change-24,888 (-14%)
Value$21.0M (-$5.1M)
Filed 2026-10-22
ABN Amro Investment Solutions
DECREASED
Shares152,402 from 238,527
Change-86,125 (-36%)
Value$20.9M (-$14.0M)
Filed 2026-10-21
JLB & Associates Inc
DECREASED
Shares152,220 from 152,841
Change-621 (0%)
Value$22.3M (-$91.0K)
Filed 2026-10-27
Mirae Asset Securities (USA) Inc.
INCREASED
Shares150,156 from 50,180
Change+99,976 (+199%)
Value$20.6M (+$13.3M)
Filed 2026-10-15
Valley Wealth Managers, Inc.
INCREASED
Shares147,787 from 140,506
Change+7,281 (+5%)
Value$20.3M (-$300.0K)
Filed 2026-10-09
Brookstone Capital Management
INCREASED
Shares147,225 from 146,491
Change+734 (+1%)
Value$20.2M (-$1.3M)
Filed 2026-10-22
Citizens Financial Group Inc
DECREASED
Shares146,367 from 154,372
Change-8,005 (-5%)
Value$20.1M (-$2.5M)
Filed 2026-10-23
Chesley Taft & Associates LLC
DECREASED
Shares146,265 from 147,204
Change-939 (-1%)
Value$20.1M (-$1.5M)
Filed 2026-10-13
Concurrent Investment Advisors, LLC
DECREASED
Shares145,942 from 174,482
Change-28,540 (-16%)
Value$20.0M (-$5.5M)
Filed 2026-10-16
B. Metzler seel. Sohn & Co. AG
DECREASED
Shares145,571 from 162,568
Change-16,997 (-10%)
Value$20.0M (-$3.8M)
Filed 2026-10-30
Krane Funds Advisors LLC
INCREASED
Shares145,268 from 79,506
Change+65,762 (+83%)
Value$19.9M (+$8.3M)
Filed 2026-11-09
Merit Financial Group, LLC
INCREASED
Shares143,569 from 113,663
Change+29,906 (+26%)
Value$19.7M (+$3.1M)
Filed 2026-11-06
Schaper Benz & Wise Investment Counsel Inc
DECREASED
Shares140,800 from 142,136
Change-1,336 (-1%)
Value$19.3M (-$1.5M)
Filed 2026-10-09
CenterBook Partners LP
INCREASED
Shares140,622 from 8,865
Change+131,757 (+1486%)
Value$19.3M (+$18.0M)
Filed 2026-11-02
Davenport & Co LLC
INCREASED
Shares139,869 from 139,325
Change+544 (+0%)
Value$19.2M (-$1.2M)
Filed 2026-10-14
Vise Technologies, Inc.
DECREASED
Shares137,453 from 145,215
Change-7,762 (-5%)
Value$18.9M (-$2.4M)
Filed 2026-10-29
Daymark Wealth Partners, LLC
DECREASED
Shares136,574 from 137,328
Change-754 (-1%)
Value$18.8M (-$1.4M)
Filed 2026-11-04
Factory Mutual Insurance Co
DECREASED
Shares135,356 from 135,606
Change-250 (0%)
Value$18.6M (-$1.3M)
Filed 2026-10-30
Gulf International Bank (UK) Ltd
UNCHANGED
Shares134,290 from 134,290
Change0 (0%)
Value$18.4K (-$19.7M)
Filed 2026-10-20
Brighton Jones LLC
INCREASED
Shares133,240 from 97,196
Change+36,044 (+37%)
Value$18.3M (+$4.0M)
Filed 2026-11-03
D.A. Davidson & Co.
DECREASED
Shares132,759 from 135,686
Change-2,927 (-2%)
Value$18.2M (-$1.7M)
Filed 2026-10-28
J. Safra Sarasin Holding AG
INCREASED
Shares132,234 from 76,325
Change+55,909 (+73%)
Value$18.3M (+$7.1M)
Filed 2026-10-26
Farther Finance Advisors, LLC
INCREASED
Shares132,055 from 128,149
Change+3,906 (+3%)
Value$18.1M (-$652.4K)
Filed 2026-10-08
iA Global Asset Management Inc.
NEW
Shares130,847
Change+130,847
Value$18.0K
Filed 2026-10-29
Analyst IMS Investment Management Services Ltd.
INCREASED
Shares128,188 from 124,838
Change+3,350 (+3%)
Value$17.6K (-$18.3M)
Filed 2026-11-05
NLB Skladi, upravljanje premozenja, d.o.o.
DECREASED
Shares127,890 from 133,574
Change-5,684 (-4%)
Value$17.6M (-$2.0M)
Filed 2026-10-22
Evergreen Capital Management LLC
INCREASED
Shares125,484 from 95,018
Change+30,466 (+32%)
Value$17.2M (+$3.3M)
Filed 2026-10-23
Mountain Hill Investment Partners Corp.
INCREASED
Shares125,403 from 52,148
Change+73,255 (+140%)
Value$17.2M (+$9.6M)
Filed 2026-10-23
Capital Investment Services of America, Inc.
DECREASED
Shares124,554 from 172,062
Change-47,508 (-28%)
Value$17.1M (-$8.1M)
Filed 2026-11-02
Kestra Private Wealth Services, LLC
INCREASED
Shares124,457 from 109,258
Change+15,199 (+14%)
Value$17.1M (+$1.1M)
Filed 2026-11-06
Mogy Joel R Investment Counsel Inc
DECREASED
Shares123,911 from 124,961
Change-1,050 (-1%)
Value$17.0M (-$1.3M)
Filed 2026-10-13
Clearstead Advisors, LLC
DECREASED
Shares123,396 from 124,028
Change-632 (-1%)
Value$16.9M (-$1.2M)
Filed 2026-11-06
Cyndeo Wealth Partners, LLC
INCREASED
Shares122,932 from 117,650
Change+5,282 (+4%)
Value$16.9M (-$363.1K)
Filed 2026-10-16
Lowe Brockenbrough & Co Inc
DECREASED
Shares121,905 from 123,386
Change-1,481 (-1%)
Value$16.7M (-$1.3M)
Filed 2026-11-09
Prospera Financial Services Inc
INCREASED
Shares121,838 from 107,060
Change+14,778 (+14%)
Value$15.9M (+$235.2K)
Filed 2026-11-04
Avanza Fonder AB
INCREASED
Shares121,470 from 107,987
Change+13,483 (+12%)
Value$16.7M (+$852.3K)
Filed 2026-10-13
Welch & Forbes LLC
DECREASED
Shares119,585 from 121,788
Change-2,203 (-2%)
Value$16.4M (-$1.4M)
Filed 2026-11-04
Freestone Capital Holdings, LLC
DECREASED
Shares119,040 from 122,449
Change-3,409 (-3%)
Value$16.3M (-$1.6M)
Filed 2026-11-09
Apollon Wealth Management, LLC
INCREASED
Shares118,772 from 85,852
Change+32,920 (+38%)
Value$16.3M (+$3.7M)
Filed 2026-10-23
Mesirow Financial Investment Management, Inc.
INCREASED
Shares118,393 from 117,822
Change+571 (+0%)
Value$16.3M (-$1.0M)
Filed 2026-11-05
SouthState Bank Corp
DECREASED
Shares118,000 from 162,414
Change-44,414 (-27%)
Value$16.2M (-$7.6M)
Filed 2026-11-09
Marco Investment Management LLC
INCREASED
Shares117,475 from 116,324
Change+1,151 (+1%)
Value$16.1M (-$918.0K)
Filed 2026-11-09
Natixis
DECREASED
Shares116,771 from 1,874,488
Change-1,757,717 (-94%)
Value$16.0M (-$258.7M)
Filed 2026-11-06
Neville Rodie & Shaw Inc
DECREASED
Shares114,441 from 159,714
Change-45,273 (-28%)
Value$15.7K (-$7.7K)
Filed 2026-10-05
Badgley Phelps Wealth Managers, LLC
DECREASED
Shares113,585 from 116,576
Change-2,991 (-3%)
Value$15.6M (-$1.5M)
Filed 2026-10-22
Trust Co of Toledo NA
DECREASED
Shares113,468 from 114,140
Change-672 (-1%)
Value$15.6M (-$1.1M)
Filed 2026-10-16
Richard C. Young & Co., Ltd.
DECREASED
Shares111,849 from 113,452
Change-1,603 (-1%)
Value$15.4M (-$1.3M)
Filed 2026-11-04
Fisher Funds Management LTD
UNCHANGED
Shares110,066 from 110,066
Change0 (0%)
Value$15.1M (-$1.0M)
Filed 2026-10-13
Maxi Investments CY Ltd
NEW
Shares108,677
Change+108,677
Value$14.9K
Filed 2026-10-26
F&V Capital Management, LLC
INCREASED
Shares106,717 from 74,770
Change+31,947 (+43%)
Value$14.7K (-$10.9M)
Filed 2026-10-19
Woodstock Corp
DECREASED
Shares106,302 from 107,223
Change-921 (-1%)
Value$14.6M (-$1.1M)
Filed 2026-10-13
Venture Visionary Partners LLC
INCREASED
Shares105,168 from 98,367
Change+6,801 (+7%)
Value$14.4M (+$23.9K)
Filed 2026-10-07
Carret Asset Management, LLC
DECREASED
Shares105,105 from 105,769
Change-664 (-1%)
Value$14.4M (-$1.1M)
Filed 2026-11-04
Kenora Financial, LLC
DECREASED
Shares104,838 from 105,398
Change-560 (-1%)
Value$14.4M (-$1.1M)
Filed 2026-10-20
Maryland State Retirement & Pension System
INCREASED
Shares104,816 from 92,472
Change+12,344 (+13%)
Value$14.4M (+$839.5K)
Filed 2026-11-05
Fidelity National Financial, Inc.
UNCHANGED
Shares104,000 from 104,000
Change0 (0%)
Value$14.3M (-$962.0K)
Filed 2026-11-06
First Citizens Bank & Trust Co
INCREASED
Shares103,192 from 93,028
Change+10,164 (+11%)
Value$14.2M (+$535.0K)
Filed 2026-10-14
SP Asset Management LLC
DECREASED
Shares102,434 from 104,249
Change-1,815 (-2%)
Value$14.1M (-$1.2M)
Filed 2026-11-05
Generali Powszechne Towarzystwo Emerytalne
UNCHANGED
Shares100,000 from 100,000
Change0 (0%)
Value$13.7M (-$925.0K)
Filed 2026-11-06
Oppenheimer & Co Inc
INCREASED
Shares98,610 from 86,637
Change+11,973 (+14%)
Value$13.5M (+$842.5K)
Filed 2026-10-26
Sierra Summit Advisors LLC
INCREASED
Shares98,454 from 2,125
Change+96,329 (+4533%)
Value$13.5M (+$13.2M)
Filed 2026-10-28
Lountzis Asset Management, LLC
INCREASED
Shares98,136 from 92,336
Change+5,800 (+6%)
Value$13.5M (-$57.8K)
Filed 2026-10-30
Eastern Bank
DECREASED
Shares97,559 from 281,261
Change-183,702 (-65%)
Value$13.4M (-$27.8M)
Filed 2026-10-05
Axxion S.A.
INCREASED
Shares96,568 from 94,585
Change+1,983 (+2%)
Value$13.3M (-$560.6K)
Filed 2026-10-22
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares95,683 from 96,745
Change-1,062 (-1%)
Value$13.1M (-$1.0M)
Filed 2026-11-04
AGF Management LTD
DECREASED
Shares95,191 from 98,342
Change-3,151 (-3%)
Value$13.1M (-$1.3M)
Filed 2026-11-03
Raiffeisen Bank International AG
DECREASED
Shares94,689 from 99,558
Change-4,869 (-5%)
Value$13.0M (-$1.7M)
Filed 2026-10-28
CX Institutional
INCREASED
Shares93,876 from 15,908
Change+77,968 (+490%)
Value$12.9K (+$10.6K)
Filed 2026-10-02
Knights of Columbus Asset Advisors LLC
INCREASED
Shares93,671 from 74,074
Change+19,597 (+26%)
Value$12.9M (+$2.0M)
Filed 2026-11-05
North Star Investment Management Corp.
DECREASED
Shares93,059 from 93,321
Change-262 (0%)
Value$12.8M (-$899.2K)
Filed 2026-10-27
Hartford Investment Management Co
DECREASED
Shares92,495 from 93,785
Change-1,290 (-1%)
Value$12.7M (-$1.0M)
Filed 2026-11-04
Chicago Capital, LLC
INCREASED
Shares92,154 from 92,133
Change+21 (+0%)
Value$12.7M (-$849.3K)
Filed 2026-10-13
Modera Wealth Management, LLC
DECREASED
Shares91,590 from 96,055
Change-4,465 (-5%)
Value$12.6M (-$1.5M)
Filed 2026-10-28
Coldstream Capital Management Inc
DECREASED
Shares88,826 from 90,740
Change-1,914 (-2%)
Value$12.2M (-$1.1M)
Filed 2026-11-09
Welch Group, LLC
INCREASED
Shares87,507 from 79,270
Change+8,237 (+10%)
Value$12.0M (+$397.7K)
Filed 2026-10-29
Bokf, NA
INCREASED
Shares86,975 from 81,637
Change+5,338 (+7%)
Value$11.9M (-$22.2K)
Filed 2026-10-27
Parcion Private Wealth LLC
INCREASED
Shares86,345 from 61,005
Change+25,340 (+42%)
Value$11.9M (+$2.9M)
Filed 2026-10-28
Inspire Trust Co, N.A.
INCREASED
Shares86,000 from 70,000
Change+16,000 (+23%)
Value$11.8M (+$1.5M)
Filed 2026-11-05
Intact Investment Management Inc.
INCREASED
Shares85,580 from 42,900
Change+42,680 (+99%)
Value$11.8M (+$5.5M)
Filed 2026-11-03
Louisiana State Employees Retirement System
DECREASED
Shares85,000 from 86,700
Change-1,700 (-2%)
Value$11.7M (-$1.0M)
Filed 2026-10-20
Picton Mahoney Asset Management
NEW
Shares84,935
Change+84,935
Value$11.7M
Filed 2026-11-09
Valeo Financial Advisors, LLC
INCREASED
Shares84,692 from 80,686
Change+4,006 (+5%)
Value$11.6M (-$196.3K)
Filed 2026-10-08
Neumann Capital Management, LLC
NEW
Shares84,458
Change+84,458
Value$11.6M
Filed 2026-10-15
Teamwork Financial Advisors, LLC
INCREASED
Shares84,433 from 70,863
Change+13,570 (+19%)
Value$11.6M (+$1.2M)
Filed 2026-10-19
New Mexico Educational Retirement Board
UNCHANGED
Shares84,390 from 84,390
Change0 (0%)
Value$11.6K (-$12.4M)
Filed 2026-11-05
Culbertson A N & Co Inc
DECREASED
Shares84,320 from 92,830
Change-8,510 (-9%)
Value$11.6M (-$2.0M)
Filed 2026-10-21
Cullinan Associates Inc
INCREASED
Shares84,046 from 80,480
Change+3,566 (+4%)
Value$11.5M (-$254.9K)
Filed 2026-11-03
Adell Harriman & Carpenter Inc
DECREASED
Shares83,816 from 90,314
Change-6,498 (-7%)
Value$11.5M (-$1.7M)
Filed 2026-11-02
Mission Wealth Management, LP
DECREASED
Shares82,940 from 110,951
Change-28,011 (-25%)
Value$11.4M (-$4.9M)
Filed 2026-10-15
Ag2r LA Mondiale Gestion D'actifs
INCREASED
Shares81,115 from 75,726
Change+5,389 (+7%)
Value$11.1M (+$39.4K)
Filed 2026-10-26
Parsons Capital Management Inc
DECREASED
Shares80,797 from 92,882
Change-12,085 (-13%)
Value$11.1M (-$2.5M)
Filed 2026-10-28
Calamos Wealth Management LLC
INCREASED
Shares80,591 from 35,155
Change+45,436 (+129%)
Value$11.1M (+$5.9M)
Filed 2026-11-02
Burney Co/
DECREASED
Shares80,194 from 80,432
Change-238 (0%)
Value$11.0M (-$776.7K)
Filed 2026-10-15
Third View Private Wealth, LLC
DECREASED
Shares80,049 from 81,709
Change-1,660 (-2%)
Value$11.0M (-$983.6K)
Filed 2026-10-30
ProVise Management Group, LLC
DECREASED
Shares79,764 from 82,184
Change-2,420 (-3%)
Value$11.0M (-$1.1M)
Filed 2026-11-06
HUB Investment Partners, LLC
INCREASED
Shares79,197 from 77,754
Change+1,443 (+2%)
Value$10.9M (-$521.1K)
Filed 2026-11-03
LEE Danner & Bass Inc
INCREASED
Shares78,606 from 66,943
Change+11,663 (+17%)
Value$10.8M (+$982.1K)
Filed 2026-10-27
Wilmington Savings Fund Society, FSB
DECREASED
Shares78,372 from 81,671
Change-3,299 (-4%)
Value$10.8M (-$1.2M)
Filed 2026-10-23
Matthew Goff Investment Advisor, LLC
DECREASED
Shares78,349 from 78,758
Change-409 (-1%)
Value$10.8M (-$784.7K)
Filed 2026-10-13
Aware Super Pty Ltd as trustee of Aware Super
DECREASED
Shares77,236 from 80,236
Change-3,000 (-4%)
Value$10.6M (-$1.2M)
Filed 2026-10-30
CapWealth Advisors, LLC
DECREASED
Shares77,134 from 83,144
Change-6,010 (-7%)
Value$10.6M (-$1.6M)
Filed 2026-10-05
Pioneer Trust Bank N A
INCREASED
Shares76,062 from 74,912
Change+1,150 (+2%)
Value$10.4M (-$535.0K)
Filed 2026-11-06
Choreo, LLC
DECREASED
Shares76,059 from 82,043
Change-5,984 (-7%)
Value$10.4M (-$1.6M)
Filed 2026-10-28
Nordwand Advisors, LLC
DECREASED
Shares75,867 from 75,911
Change-44 (0%)
Value$10.4M (-$708.2K)
Filed 2026-11-05
Argent Trust Co
DECREASED
Shares75,732 from 86,827
Change-11,095 (-13%)
Value$10.4M (-$2.3M)
Filed 2026-11-09
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares75,522 from 52,606
Change+22,916 (+44%)
Value$10.4M (+$2.7M)
Filed 2026-10-27
M&G Plc
INCREASED
Shares75,233 from 34,611
Change+40,622 (+117%)
Value$10.3M (+$5.2M)
Filed 2026-11-04
Squarepoint Ops LLC
DECREASED
Shares75,150 from 850,810
Change-775,660 (-91%)
Value$10.3M (-$114.4M)
Filed 2026-11-09
Adams Diversified Equity Fund, Inc.
UNCHANGED
Shares74,700 from 74,700
Change0 (0%)
Value$10.3M (-$691.0K)
Filed 2026-10-21
Cardinal Point Capital Management ULC
INCREASED
Shares74,358 from 70,256
Change+4,102 (+6%)
Value$10.2M (-$86.6K)
Filed 2026-10-21
Cohen Capital Management, Inc.
DECREASED
Shares73,713 from 73,913
Change-200 (0%)
Value$10.1M (-$711.2K)
Filed 2026-10-14
Cohen Klingenstein LLC
UNCHANGED
Shares72,700 from 72,700
Change0 (0%)
Value$10.0M (-$672.5K)
Filed 2026-10-15
UMB Bank, n.a.
DECREASED
Shares72,682 from 95,228
Change-22,546 (-24%)
Value$10.0M (-$4.0M)
Filed 2026-11-06
Wedbush Securities Inc
DECREASED
Shares71,892 from 71,995
Change-103 (0%)
Value$9.9K (-$10.5M)
Filed 2026-10-22
Huntleigh Advisors, Inc.
INCREASED
Shares71,735 from 65,085
Change+6,650 (+10%)
Value$9.8M (+$311.0K)
Filed 2026-11-03
Park Avenue Securities LLC
INCREASED
Shares71,452 from 68,326
Change+3,126 (+5%)
Value$9.8K (-$10.0M)
Filed 2026-10-26
Smithfield Trust Co
DECREASED
Shares71,444 from 71,965
Change-521 (-1%)
Value$9.8K (-$10.5M)
Filed 2026-11-09
Prime Capital Investment Advisors, LLC
INCREASED
Shares71,084 from 54,187
Change+16,897 (+31%)
Value$9.8M (+$1.8M)
Filed 2026-10-20
Williams Jones Wealth Management, Llc.
DECREASED
Shares70,314 from 85,334
Change-15,020 (-18%)
Value$9.7M (-$2.9M)
Filed 2026-11-05
Nfsg Corp
INCREASED
Shares69,798 from 59,029
Change+10,769 (+18%)
Value$9.6M (+$932.6K)
Filed 2026-10-15
Geneos Wealth Management Inc.
INCREASED
Shares69,145 from 22,610
Change+46,535 (+206%)
Value$9.5M (+$6.2M)
Filed 2026-11-09
Segment Wealth Management, LLC
INCREASED
Shares68,160 from 45,622
Change+22,538 (+49%)
Value$9.4M (+$2.7M)
Filed 2026-10-26
Wedmont Private Capital
INCREASED
Shares67,377 from 65,076
Change+2,301 (+4%)
Value$9.1M (-$9.9K)
Filed 2026-10-09
Tokio Marine Asset Management Co LTD
INCREASED
Shares67,301 from 64,268
Change+3,033 (+5%)
Value$9.2M (-$178.0K)
Filed 2026-10-26
Wolverine Asset Management LLC
INCREASED
Shares67,269 from 25,192
Change+42,077 (+167%)
Value$9.2M (+$5.5M)
Filed 2026-11-02
Ritholtz Wealth Management
DECREASED
Shares67,212 from 67,260
Change-48 (0%)
Value$9.2M (-$628.8K)
Filed 2026-11-05
Capital Investment Advisors, LLC
DECREASED
Shares66,992 from 69,701
Change-2,709 (-4%)
Value$9.2M (-$1.0M)
Filed 2026-10-22
Parallel Advisors, LLC
DECREASED
Shares66,224 from 69,644
Change-3,420 (-5%)
Value$9.1M (-$1.1M)
Filed 2026-11-03
Long Road Investment Counsel, LLC
INCREASED
Shares65,658 from 65,589
Change+69 (+0%)
Value$9.0M (-$597.2K)
Filed 2026-11-04
Compagnie Lombard Odier SCmA
INCREASED
Shares65,144 from 63,832
Change+1,312 (+2%)
Value$8.9M (-$410.3K)
Filed 2026-11-04
Generali Asset Management SPA SGR
DECREASED
Shares65,142 from 65,771
Change-629 (-1%)
Value$8.9M (-$694.7K)
Filed 2026-10-26
Quadrant Capital Group LLC
DECREASED
Shares64,841 from 74,410
Change-9,569 (-13%)
Value$9.3M (-$1.6M)
Filed 2026-10-20
Alta Capital Management LLC/
INCREASED
Shares64,790 from 57,341
Change+7,449 (+13%)
Value$8.9M (+$492.3K)
Filed 2026-10-26
KMG Fiduciary Partners, LLC
DECREASED
Shares64,724 from 65,350
Change-626 (-1%)
Value$8.9M (-$690.4K)
Filed 2026-10-14
Smith Shellnut Wilson LLC
UNCHANGED
Shares64,246 from 64,246
Change0 (0%)
Value$8.8M (-$594.3K)
Filed 2026-10-21
Rayburn West Financial Services LLC
INCREASED
Shares64,124 from 35,693
Change+28,431 (+80%)
Value$8.8M (+$3.3M)
Filed 2026-11-03
Canandaigua National Bank & Trust Co
DECREASED
Shares63,820 from 69,110
Change-5,290 (-8%)
Value$8.8M (-$1.4M)
Filed 2026-10-07
Heritage Trust Co
DECREASED
Shares63,430 from 64,623
Change-1,193 (-2%)
Value$8.7M (-$761.5K)
Filed 2026-11-09
Union Bancaire Privee, UBP SA
DECREASED
Shares63,335 from 236,753
Change-173,418 (-73%)
Value$42.9M (-$31.0M)
Filed 2026-11-04
Great Lakes Advisors, LLC
DECREASED
Shares63,076 from 183,415
Change-120,339 (-66%)
Value$8.7M (-$18.2M)
Filed 2026-11-06
E. Ohman J:or Asset Management AB
INCREASED
Shares62,702 from 61,052
Change+1,650 (+3%)
Value$8.6M (-$338.2K)
Filed 2026-10-22
Hantz Financial Services, Inc.
DECREASED
Shares62,546 from 77,294
Change-14,748 (-19%)
Value$8.6K (-$11.3M)
Filed 2026-11-09
Rockline Wealth Management, LLC
INCREASED
Shares61,554 from 61,080
Change+474 (+1%)
Value$8.5M (-$499.9K)
Filed 2026-10-26
CWA Asset Management Group, LLC
DECREASED
Shares60,918 from 63,039
Change-2,121 (-3%)
Value$8.4M (-$874.3K)
Filed 2026-10-19
Hourglass Capital, LLC
INCREASED
Shares60,678 from 53,756
Change+6,922 (+13%)
Value$8.3M (+$453.1K)
Filed 2026-10-26
Spring Capital Management, LLC
INCREASED
Shares60,246 from 59,137
Change+1,109 (+2%)
Value$8.3M (-$394.8K)
Filed 2026-10-09
Sawyer & Company, Inc
DECREASED
Shares60,037 from 61,033
Change-996 (-2%)
Value$8.2M (-$701.3K)
Filed 2026-10-21
Greenleaf Trust
INCREASED
Shares59,859 from 58,101
Change+1,758 (+3%)
Value$8.2M (-$296.1K)
Filed 2026-10-29
Vantage Investment Partners, LLC
INCREASED
Shares59,696 from 56,250
Change+3,446 (+6%)
Value$8.2M (-$47.2K)
Filed 2026-10-27
Fulcrum Asset Management LLP
INCREASED
Shares59,693 from 8,497
Change+51,196 (+603%)
Value$8.2M (+$7.0M)
Filed 2026-11-04
First National Trust Co
DECREASED
Shares59,394 from 63,598
Change-4,204 (-7%)
Value$8.2M (-$1.2M)
Filed 2026-10-28
J.W. Cole Advisors, Inc.
INCREASED
Shares59,035 from 50,122
Change+8,913 (+18%)
Value$8.1M (+$760.2K)
Filed 2026-11-05
Courier Capital LLC
DECREASED
Shares58,916 from 59,675
Change-759 (-1%)
Value$8.1M (-$656.2K)
Filed 2026-10-19
YHB Investment Advisors, Inc.
DECREASED
Shares58,859 from 62,632
Change-3,773 (-6%)
Value$8.1M (-$1.1M)
Filed 2026-10-08
Wesbanco Bank Inc
DECREASED
Shares58,722 from 91,143
Change-32,421 (-36%)
Value$8.1M (-$5.3M)
Filed 2026-11-04
Torrey Growth & Income Advisors
INCREASED
Shares58,400 from 53,400
Change+5,000 (+9%)
Value$8.0M (+$206.6K)
Filed 2026-11-04
Principle Wealth Partners LLC
DECREASED
Shares58,351 from 58,580
Change-229 (0%)
Value$8.0M (-$573.3K)
Filed 2026-11-02
Churchill Financial Advisors, LLC
INCREASED
Shares58,177 from 57,913
Change+264 (+0%)
Value$8.0M (-$499.4K)
Filed 2026-10-20
Copeland Capital Management, LLC
DECREASED
Shares58,069 from 60,209
Change-2,140 (-4%)
Value$8.0M (-$850.7K)
Filed 2026-10-13
Zevenbergen Capital Investments LLC
DECREASED
Shares57,890 from 65,365
Change-7,475 (-11%)
Value$7.9M (-$1.6M)
Filed 2026-10-08
Nemes Rush Group LLC
INCREASED
Shares57,884 from 55,485
Change+2,399 (+4%)
Value$7.9M (-$183.8K)
Filed 2026-11-04
Elevation Point Wealth Partners, LLC
INCREASED
Shares57,555 from 45,728
Change+11,827 (+26%)
Value$7.9M (+$1.2M)
Filed 2026-11-05
First National Bank of Mount Dora, Trust Investment Services
INCREASED
Shares57,280 from 46,753
Change+10,527 (+23%)
Value$7.9M (+$1.0M)
Filed 2026-10-21
AlTi Global, Inc.
DECREASED
Shares57,228 from 63,559
Change-6,331 (-10%)
Value$7.9M (-$1.5M)
Filed 2026-11-09
IFP Advisors, Inc
INCREASED
Shares56,917 from 53,490
Change+3,427 (+6%)
Value$7.8M (-$24.3K)
Filed 2026-10-16
Seven Post Investment Office LP
UNCHANGED
Shares56,722 from 56,722
Change0 (0%)
Value$7.8M (-$524.7K)
Filed 2026-10-26
Verdence Capital Advisors LLC
INCREASED
Shares56,526 from 52,675
Change+3,851 (+7%)
Value$7.8M (+$41.5K)
Filed 2026-10-26
Oppenheimer Asset Management Inc.
DECREASED
Shares56,516 from 132,715
Change-76,199 (-57%)
Value$7.8M (-$11.7M)
Filed 2026-10-27
EagleClaw Capital Managment, LLC
DECREASED
Shares56,400 from 58,457
Change-2,057 (-4%)
Value$7.7M (-$823.2K)
Filed 2026-11-06
Naples Global Advisors, LLC
INCREASED
Shares56,148 from 55,067
Change+1,081 (+2%)
Value$7.7M (-$361.0K)
Filed 2026-11-05
Simplicity Wealth,LLC
INCREASED
Shares55,512 from 50,546
Change+4,966 (+10%)
Value$7.6M (+$214.4K)
Filed 2026-10-23
MGO One Seven LLC
INCREASED
Shares55,320 from 54,467
Change+853 (+2%)
Value$7.6M (-$386.7K)
Filed 2026-10-28
Mechanics Bank Trust Department
DECREASED
Shares54,276 from 55,404
Change-1,128 (-2%)
Value$7.5M (-$667.4K)
Filed 2026-10-13
Pine Valley Investments Ltd Liability Co
DECREASED
Shares53,737 from 64,003
Change-10,266 (-16%)
Value$7.4M (-$2.0M)
Filed 2026-11-09
Chicago Partners Investment Group LLC
INCREASED
Shares53,659 from 45,004
Change+8,655 (+19%)
Value$6.8M (+$1.4M)
Filed 2026-10-27
Thompson Siegel & Walmsley LLC
DECREASED
Shares53,484 from 56,431
Change-2,947 (-5%)
Value$7.3K (-$8.3M)
Filed 2026-11-05
Signaturefd, LLC
DECREASED
Shares53,331 from 53,487
Change-156 (0%)
Value$7.3M (-$516.3K)
Filed 2026-10-23
Equitable Trust Co
DECREASED
Shares53,017 from 72,739
Change-19,722 (-27%)
Value$7.3M (-$3.4M)
Filed 2026-10-13
SS&H Financial Advisors, Inc.
INCREASED
Shares52,880 from 52,590
Change+290 (+1%)
Value$7.3K (-$7.7M)
Filed 2026-10-28
North Dakota State Investment Board
INCREASED
Shares52,495 from 50,056
Change+2,439 (+5%)
Value$7.2M (-$128.1K)
Filed 2026-10-27
AlphaCore Capital LLC
INCREASED
Shares51,904 from 40,913
Change+10,991 (+27%)
Value$7.1M (+$1.1M)
Filed 2026-11-04
WealthBridge Investment Counsel Inc.
DECREASED
Shares51,845 from 52,745
Change-900 (-2%)
Value$7.1K (-$612)
Filed 2026-10-13
Sicart Associates LLC
INCREASED
Shares50,906 from 48,560
Change+2,346 (+5%)
Value$6.5M (-$588.8K)
Filed 2026-10-29
Griffin Asset Management, Inc.
INCREASED
Shares50,379 from 50,212
Change+167 (+0%)
Value$6.9M (-$441.5K)
Filed 2026-10-22
GHP Investment Advisors, Inc.
DECREASED
Shares50,271 from 87,236
Change-36,965 (-42%)
Value$6.9M (-$5.9M)
Filed 2026-10-15
Romano Brothers and Company
INCREASED
Shares49,519 from 45,219
Change+4,300 (+10%)
Value$6.8M (+$172.1K)
Filed 2026-10-22
SVB Wealth LLC
INCREASED
Shares49,292 from 47,901
Change+1,391 (+3%)
Value$6.8M (-$252.1K)
Filed 2026-11-06
Fulton Bank, N.A.
INCREASED
Shares49,188 from 47,092
Change+2,096 (+4%)
Value$6.8M (-$147.8K)
Filed 2026-10-14
Gamma Investing LLC
DECREASED
Shares49,150 from 52,263
Change-3,113 (-6%)
Value$6.7M (-$910.8K)
Filed 2026-10-08
Trust Co of Vermont
INCREASED
Shares48,972 from 46,643
Change+2,329 (+5%)
Value$6.7M (-$111.7K)
Filed 2026-10-21
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares48,784 from 50,249
Change-1,465 (-3%)
Value$6.7M (-$665.9K)
Filed 2026-10-13
Toth Financial Advisory Corp
DECREASED
Shares47,458 from 50,327
Change-2,869 (-6%)
Value$6.5M (-$859.5K)
Filed 2026-10-08
Clear Harbor Asset Management, LLC
INCREASED
Shares47,208 from 28,505
Change+18,703 (+66%)
Value$6.5M (+$2.3M)
Filed 2026-11-05
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
INCREASED
Shares47,006 from 37,728
Change+9,278 (+25%)
Value$6.5M (+$924.9K)
Filed 2026-10-22
Capelight Capital Asset Management LP
NEW
Shares47,000
Change+47,000
Value$6.5M
Filed 2026-10-23
Virginia Retirement Systems ET Al
DECREASED
Shares46,967 from 232,487
Change-185,520 (-80%)
Value$6.4M (-$27.6M)
Filed 2026-10-28
AGP Franklin, LLC
INCREASED
Shares46,738 from 45,262
Change+1,476 (+3%)
Value$6.4M (-$216.0K)
Filed 2026-11-04
William Blair Investment Management, LLC
DECREASED
Shares46,398 from 48,578
Change-2,180 (-4%)
Value$6.4M (-$748.8K)
Filed 2026-11-06
NBT Bank, N.A.
DECREASED
Shares46,183 from 47,383
Change-1,200 (-3%)
Value$6.3M (-$603.1K)
Filed 2026-10-21
VestGen Advisors, LLC
INCREASED
Shares45,624 from 42,289
Change+3,335 (+8%)
Value$6.3M (+$66.7K)
Filed 2026-10-27
WealthPlan Investment Management, LLC
DECREASED
Shares45,485 from 45,841
Change-356 (-1%)
Value$6.2M (-$472.9K)
Filed 2026-10-15
Confluence Wealth Services, Inc.
INCREASED
Shares45,268 from 35,762
Change+9,506 (+27%)
Value$6.2M (+$974.3K)
Filed 2026-11-05
Securian Asset Management, Inc
DECREASED
Shares44,893 from 45,077
Change-184 (0%)
Value$6.2M (+$465.6K)
Filed 2026-11-06
Axxcess Wealth Management, LLC
DECREASED
Shares44,788 from 53,526
Change-8,738 (-16%)
Value$6.1M (-$1.7M)
Filed 2026-10-21
West Branch Capital LLC
INCREASED
Shares43,975 from 43,013
Change+962 (+2%)
Value$6.0M (-$265.9K)
Filed 2026-10-20
Profund Advisors LLC
DECREASED
Shares43,860 from 46,875
Change-3,015 (-6%)
Value$6.0M (-$847.6K)
Filed 2026-10-29
Addison Capital Co
DECREASED
Shares43,808 from 48,579
Change-4,771 (-10%)
Value$6.0M (-$1.1M)
Filed 2026-11-09
Avior Wealth Management, LLC
DECREASED
Shares43,792 from 52,166
Change-8,374 (-16%)
Value$6.0M (-$1.6M)
Filed 2026-10-13
Sitrin Capital Management LLC
DECREASED
Shares43,569 from 43,890
Change-321 (-1%)
Value$6.0M (-$450.1K)
Filed 2026-10-19
Bill Few Associates, Inc.
DECREASED
Shares43,310 from 44,387
Change-1,077 (-2%)
Value$5.9M (-$558.5K)
Filed 2026-10-09
Thompson Investment Management, Inc.
DECREASED
Shares43,097 from 43,640
Change-543 (-1%)
Value$5.9M (-$478.2K)
Filed 2026-10-14
Soltis Investment Advisors LLC
INCREASED
Shares42,792 from 35,449
Change+7,343 (+21%)
Value$5.9M (+$680.3K)
Filed 2026-10-28
Meridian Wealth Management, LLC
DECREASED
Shares42,236 from 45,548
Change-3,312 (-7%)
Value$5.8M (-$876.0K)
Filed 2026-11-05
First American Bank
UNCHANGED
Shares42,232 from 42,232
Change0 (0%)
Value$5.8M (-$390.6K)
Filed 2026-10-27
Nightview Capital, LLC
UNCHANGED
Shares42,117 from 42,117
Change0 (0%)
Value$5.8M (-$389.6K)
Filed 2026-10-20
Oak Asset Management, LLC
DECREASED
Shares42,014 from 42,264
Change-250 (-1%)
Value$5.8M (-$425.3K)
Filed 2026-10-13
JB Capital LLC
NEW
Shares42,009
Change+42,009
Value$5.8M
Filed 2026-10-19
Robertson Stephens Wealth Management, LLC
INCREASED
Shares41,176 from 40,483
Change+693 (+2%)
Value$5.7M (-$279.2K)
Filed 2026-10-16
AMG National Trust Bank
INCREASED
Shares40,821 from 39,014
Change+1,807 (+5%)
Value$5.6M (-$112.7K)
Filed 2026-11-05
Americana Partners, LLC
DECREASED
Shares40,671 from 41,747
Change-1,076 (-3%)
Value$5.6M (-$533.9K)
Filed 2026-10-28
Diversified Trust Co
INCREASED
Shares40,620 from 35,842
Change+4,778 (+13%)
Value$5.6M (+$324.5K)
Filed 2026-11-06
Unicom Systems, Inc.
UNCHANGED
Shares40,000 from 40,000
Change0 (0%)
Value$5.5M (-$370.0K)
Filed 2026-10-13
Jones Kertz & Associates, Inc.
UNCHANGED
Shares39,960 from 39,960
Change0 (0%)
Value$5.5M (-$369.6K)
Filed 2026-10-28
Marietta Wealth Management, LLC
INCREASED
Shares39,797 from 35,536
Change+4,261 (+12%)
Value$5.2M (-$12.3K)
Filed 2026-10-22
StoneX Group Inc.
INCREASED
Shares39,757 from 7,189
Change+32,568 (+453%)
Value$5.6M (+$4.5M)
Filed 2026-11-03
Camden National Bank
DECREASED
Shares39,640 from 71,335
Change-31,695 (-44%)
Value$5.4M (-$5.0M)
Filed 2026-11-02
R.H. Dinel Investment Counsel, Inc.
UNCHANGED
Shares39,600 from 39,600
Change0 (0%)
Value$5.4M (-$366.3K)
Filed 2026-10-14
Moors & Cabot, Inc.
DECREASED
Shares39,499 from 40,597
Change-1,098 (-3%)
Value$5.4M (-$526.3K)
Filed 2026-11-06
RFG Advisory, LLC
INCREASED
Shares39,285 from 24,657
Change+14,628 (+59%)
Value$5.4M (+$1.8M)
Filed 2026-11-03
Vanderbilt University
NEW
Shares38,886
Change+38,886
Value$5.3M
Filed 2026-11-02
N10 Wealth, LLC
DECREASED
Shares38,412 from 39,916
Change-1,504 (-4%)
Value$5.3M (-$575.7K)
Filed 2026-10-14
Central Trust Co
DECREASED
Shares38,291 from 40,154
Change-1,863 (-5%)
Value$5.3M (-$627.2K)
Filed 2026-11-05
Canada Post Corp Registered Pension Plan
DECREASED
Shares38,076 from 42,076
Change-4,000 (-10%)
Value$5.2M (-$919.7K)
Filed 2026-11-09
Kerusso Capital Management LLC
INCREASED
Shares38,051 from 34,411
Change+3,640 (+11%)
Value$5.2M (+$181.5K)
Filed 2026-10-27
Triglav Investments, D.O.O.
DECREASED
Shares37,900 from 39,000
Change-1,100 (-3%)
Value$5.2M (-$511.8K)
Filed 2026-11-06
Carnegie Investment Counsel
DECREASED
Shares37,774 from 38,757
Change-983 (-3%)
Value$5.2M (-$493.5K)
Filed 2026-10-20
Linscomb Wealth, Inc.
INCREASED
Shares37,564 from 36,923
Change+641 (+2%)
Value$5.2M (-$253.4K)
Filed 2026-11-05
Alps Advisors Inc
INCREASED
Shares37,548 from 33,396
Change+4,152 (+12%)
Value$5.2M (+$261.2K)
Filed 2026-11-03
Plato Investment Management Ltd
INCREASED
Shares37,543 from 34,233
Change+3,310 (+10%)
Value$5.2M (+$187.1K)
Filed 2026-11-05
Bdf-Gestion
DECREASED
Shares37,481 from 42,235
Change-4,754 (-11%)
Value$5.1M (+$2.4M)
Filed 2026-10-19
N10 Assets, LLC
DECREASED
Shares37,397 from 39,312
Change-1,915 (-5%)
Value$5.1M (-$626.6K)
Filed 2026-10-14
Lmcg Investments, LLC
DECREASED
Shares37,142 from 41,890
Change-4,748 (-11%)
Value$5.1M (-$1.0M)
Filed 2026-10-21
GPM Growth Investors, Inc.
DECREASED
Shares37,048 from 37,488
Change-440 (-1%)
Value$5.1M (-$407.2K)
Filed 2026-10-30
Ashurst Perkins Coie Trust Co
INCREASED
Shares36,911 from 36,431
Change+480 (+1%)
Value$5.1M (-$271.1K)
Filed 2026-10-15
Raub Brock Capital Management LP
DECREASED
Shares36,679 from 60,789
Change-24,110 (-40%)
Value$5.0M (-$3.9M)
Filed 2026-10-21
Masterinvest Kapitalanlage GmbH
DECREASED
Shares36,592 from 48,132
Change-11,540 (-24%)
Value$5.0M (-$2.0M)
Filed 2026-11-03
Nicollet Investment Management, Inc.
DECREASED
Shares36,361 from 36,950
Change-589 (-2%)
Value$5.0K (-$5.4M)
Filed 2026-10-14
Deuterium Capital Management, LLC
UNCHANGED
Shares36,000 from 36,000
Change0 (0%)
Value$4.9M (-$333.0K)
Filed 2026-11-04
Manchester Capital Management LLC
DECREASED
Shares35,932 from 36,197
Change-265 (-1%)
Value$4.9M (-$371.2K)
Filed 2026-10-22
NovaPoint Capital, LLC
DECREASED
Shares35,867 from 35,887
Change-20 (0%)
Value$4.9M (-$334.7K)
Filed 2026-10-22
Iowa State Bank
INCREASED
Shares35,791 from 35,298
Change+493 (+1%)
Value$4.9M (-$258.8K)
Filed 2026-10-06
Salem Investment Counselors Inc
INCREASED
Shares35,631 from 35,462
Change+169 (+0%)
Value$4.9M (-$304.8K)
Filed 2026-10-13
B. Riley Wealth Advisors, Inc.
INCREASED
Shares35,599 from 34,390
Change+1,209 (+4%)
Value$4.9M (-$193.7K)
Filed 2026-10-13
Perigon Wealth Management, LLC
DECREASED
Shares35,554 from 40,148
Change-4,594 (-11%)
Value$4.9M (-$1.0M)
Filed 2026-10-22
Gibbs Wealth Management
INCREASED
Shares35,503 from 30,780
Change+4,723 (+15%)
Value$4.9M (+$363.8K)
Filed 2026-10-22
Fifth Third Wealth Advisors LLC
DECREASED
Shares35,364 from 56,518
Change-21,154 (-37%)
Value$4.9M (-$3.4M)
Filed 2026-10-22
Tema Etfs LLC
INCREASED
Shares35,191 from 34,424
Change+767 (+2%)
Value$4.8M (-$213.1K)
Filed 2026-10-16
Means Investment Co., Inc.
INCREASED
Shares35,178 from 34,439
Change+739 (+2%)
Value$4.8M (-$217.1K)
Filed 2026-11-03
Independence Bank of Kentucky
INCREASED
Shares35,077 from 34,161
Change+916 (+3%)
Value$4.8M (-$190.2K)
Filed 2026-10-26
Vectors Research Management, LLC
DECREASED
Shares35,057 from 35,202
Change-145 (0%)
Value$4.8M (-$345.5K)
Filed 2026-11-09
Chicago Trust Co NA
INCREASED
Shares35,001 from 32,468
Change+2,533 (+8%)
Value$4.8M (+$47.5K)
Filed 2026-10-28
Harrington Investments, Inc
DECREASED
Shares34,828 from 35,357
Change-529 (-1%)
Value$4.8M (-$399.7K)
Filed 2026-10-14
OpenArc Corporate Advisory, LLC
DECREASED
Shares34,819 from 35,960
Change-1,141 (-3%)
Value$4.8M (-$489.3K)
Filed 2026-10-21
Ellerson Group Inc
DECREASED
Shares34,604 from 35,371
Change-767 (-2%)
Value$4.4M (-$816.9K)
Filed 2026-11-04
Trifecta Capital Advisors, LLC
INCREASED
Shares34,518 from 33,833
Change+685 (+2%)
Value$4.7M (-$218.9K)
Filed 2026-10-21
Lifelong Wealth Advisors, Inc.
INCREASED
Shares34,415 from 34,407
Change+8 (+0%)
Value$4.7M (-$317.2K)
Filed 2026-10-19
Bailard, Inc.
INCREASED
Shares34,233 from 33,625
Change+608 (+2%)
Value$4.7M (-$227.4K)
Filed 2026-10-13
Narwhal Capital Management
DECREASED
Shares34,218 from 43,601
Change-9,383 (-22%)
Value$4.7M (-$1.7M)
Filed 2026-11-04
Chatham Capital Group, Inc.
INCREASED
Shares34,178 from 32,725
Change+1,453 (+4%)
Value$4.7M (-$103.2K)
Filed 2026-10-16
Coastline Trust Co
DECREASED
Shares34,126 from 37,703
Change-3,577 (-9%)
Value$4.7M (-$839.9K)
Filed 2026-10-01
Alerus Financial NA
INCREASED
Shares33,597 from 29,929
Change+3,668 (+12%)
Value$4.6M (+$226.8K)
Filed 2026-11-09
Philadelphia Trust Co
INCREASED
Shares33,406 from 17,431
Change+15,975 (+92%)
Value$4.6K (-$2.6M)
Filed 2026-11-05
GC Wealth Management RIA, LLC
DECREASED
Shares33,275 from 34,838
Change-1,563 (-4%)
Value$4.6M (-$536.9K)
Filed 2026-11-02
Aurora Investment Managers, Llc.
INCREASED
Shares33,024 from 29,016
Change+4,008 (+14%)
Value$4.5K (+$282)
Filed 2026-10-15
Marks Group Wealth Management, Inc
DECREASED
Shares32,911 from 33,279
Change-368 (-1%)
Value$4.5M (-$358.3K)
Filed 2026-11-05
UG Investment Advisers Ltd.
DECREASED
Shares32,735 from 186,831
Change-154,096 (-82%)
Value$4.5M (-$22.9M)
Filed 2026-11-06
Farmers & Merchants Trust Co of Long Beach
DECREASED
Shares32,716 from 33,298
Change-582 (-2%)
Value$4.5M (-$387.9K)
Filed 2026-10-22
Capital City Trust Co
DECREASED
Shares32,654 from 33,263
Change-609 (-2%)
Value$4.5M (-$391.3K)
Filed 2026-10-22
Salomon & Ludwin, LLC
DECREASED
Shares32,247 from 32,744
Change-497 (-2%)
Value$4.4M (-$238.5K)
Filed 2026-10-29
Sepio Capital, LP
DECREASED
Shares32,024 from 39,593
Change-7,569 (-19%)
Value$4.4M (-$1.4M)
Filed 2026-10-22
Ascent Group, LLC
INCREASED
Shares31,890 from 31,578
Change+312 (+1%)
Value$4.4M (-$249.2K)
Filed 2026-10-30
Capital Investment Counsel, Inc
UNCHANGED
Shares31,830 from 31,830
Change0 (0%)
Value$4.4M (-$294.4K)
Filed 2026-10-20
Two Point Capital Management, Inc.
DECREASED
Shares31,637 from 32,353
Change-716 (-2%)
Value$4.3M (-$397.7K)
Filed 2026-10-16
Spirit of America Management Corp
INCREASED
Shares31,475 from 31,225
Change+250 (+1%)
Value$4.3M (-$254.5K)
Filed 2026-10-14
KCM Investment Advisors LLC
INCREASED
Shares31,448 from 26,471
Change+4,977 (+19%)
Value$4.3M (+$438.5K)
Filed 2026-10-27
Independent Financial Group, LLC
INCREASED
Shares31,380 from 29,150
Change+2,230 (+8%)
Value$4.3M (+$36.4K)
Filed 2026-10-13
Portside Wealth Group, LLC
DECREASED
Shares31,349 from 36,778
Change-5,429 (-15%)
Value$4.3M (-$1.1M)
Filed 2026-10-20
Weaver Capital Management LLC
DECREASED
Shares31,331 from 37,340
Change-6,009 (-16%)
Value$4.3M (-$1.2M)
Filed 2026-10-15
Collar Capital Management, LLC
INCREASED
Shares31,287 from 3,580
Change+27,707 (+774%)
Value$4.3M (+$3.8M)
Filed 2026-10-28
Krilogy Financial LLC
INCREASED
Shares31,241 from 18,290
Change+12,951 (+71%)
Value$4.3M (+$1.6M)
Filed 2026-10-13
Old National Bancorp
DECREASED
Shares31,040 from 62,907
Change-31,867 (-51%)
Value$4.3M (-$5.0M)
Filed 2026-10-20
Leavell Investment Management, Inc.
DECREASED
Shares31,019 from 32,515
Change-1,496 (-5%)
Value$4.3M (-$506.2K)
Filed 2026-11-09
Griffith & Werner, Inc.
INCREASED
Shares30,997 from 25,069
Change+5,928 (+24%)
Value$4.3M (+$581.9K)
Filed 2026-11-04
Arrow Financial Corp
DECREASED
Shares30,852 from 31,138
Change-286 (-1%)
Value$4.2M (-$327.3K)
Filed 2026-10-26
Private Wealth Partners, LLC
DECREASED
Shares30,807 from 48,794
Change-17,987 (-37%)
Value$4.2M (-$2.9M)
Filed 2026-10-22
Great Valley Advisor Group, Inc.
INCREASED
Shares30,777 from 27,303
Change+3,474 (+13%)
Value$4.2M (+$224.4K)
Filed 2026-11-09
Bell & Brown Wealth Advisors, LLC
DECREASED
Shares30,584 from 31,980
Change-1,396 (-4%)
Value$4.2M (-$487.5K)
Filed 2026-10-16
First Nebraska Trust Co
UNCHANGED
Shares30,542 from 30,542
Change0 (0%)
Value$4.2M (-$282.5K)
Filed 2026-10-30
First Fiduciary Investment Counsel, Inc.
INCREASED
Shares30,340 from 30,249
Change+91 (+0%)
Value$4.2K (-$4.4M)
Filed 2026-10-27
Matauro, LLC
INCREASED
Shares30,278 from 23,360
Change+6,918 (+30%)
Value$4.2M (+$733.7K)
Filed 2026-11-03
Kingswood Wealth Advisors, LLC
INCREASED
Shares29,958 from 29,634
Change+324 (+1%)
Value$4.1M (-$229.6K)
Filed 2026-10-23
Independent Investors Inc
UNCHANGED
Shares29,900 from 29,900
Change0 (0%)
Value$4.1M (-$276.6K)
Filed 2026-10-30
Stenger Family Office, LLC
INCREASED
Shares29,844 from 23,157
Change+6,687 (+29%)
Value$4.3M (+$888.4K)
Filed 2026-10-22
Nations Financial Group Inc,
INCREASED
Shares29,787 from 16,572
Change+13,215 (+80%)
Value$4.1M (+$1.7M)
Filed 2026-11-05
Harbour Investments, Inc.
DECREASED
Shares29,736 from 36,926
Change-7,190 (-19%)
Value$4.1M (-$1.3M)
Filed 2026-11-09
Bochk Asset Management Ltd
DECREASED
Shares29,668 from 39,848
Change-10,180 (-26%)
Value$4.1M (-$1.8M)
Filed 2026-10-29
Impact Capital Partners LLC
DECREASED
Shares29,467 from 29,523
Change-56 (0%)
Value$4.0M (-$280.7K)
Filed 2026-10-22
Sanders Morris Harris LLC
INCREASED
Shares29,249 from 5,750
Change+23,499 (+409%)
Value$4.0M (+$3.2M)
Filed 2026-10-14
RD Finance Ltd
INCREASED
Shares29,120 from 14,940
Change+14,180 (+95%)
Value$4.0K (-$2.2M)
Filed 2026-10-26
DCF Advisers, LLC
DECREASED
Shares29,000 from 30,500
Change-1,500 (-5%)
Value$4.0M (-$488.1K)
Filed 2026-11-04
Frank, Rimerman Advisors LLC
DECREASED
Shares28,616 from 30,294
Change-1,678 (-6%)
Value$3.9M (-$510.6K)
Filed 2026-10-16
Argonautica Private Wealth Management, Inc
INCREASED
Shares28,610 from 28,181
Change+429 (+2%)
Value$3.9M (-$201.8K)
Filed 2026-11-02
Cornerstone Advisors, LLC
DECREASED
Shares28,471 from 93,903
Change-65,432 (-70%)
Value$3.9M (-$9.9M)
Filed 2026-11-06
Fishman JAY A LTD
DECREASED
Shares28,263 from 28,288
Change-25 (0%)
Value$3.9M (-$265.1K)
Filed 2026-10-26
Mcdonald Partners LLC
INCREASED
Shares28,217 from 27,487
Change+730 (+3%)
Value$3.9M (-$154.0K)
Filed 2026-11-03
Kintegral Advisory, LLC
INCREASED
Shares28,189 from 28,030
Change+159 (+1%)
Value$3.9M (-$237.4K)
Filed 2026-10-16
Tounjian Advisory Partners, LLC
INCREASED
Shares28,088 from 23,173
Change+4,915 (+21%)
Value$3.9M (+$460.6K)
Filed 2026-11-04
Hennion & Walsh Asset Management, Inc.
DECREASED
Shares27,679 from 37,098
Change-9,419 (-25%)
Value$3.8M (-$1.6M)
Filed 2026-10-13
Peterson Wealth Services
INCREASED
Shares27,666 from 26,258
Change+1,408 (+5%)
Value$3.8M (-$49.7K)
Filed 2026-10-26
Sigma Planning Corp
DECREASED
Shares27,431 from 28,227
Change-796 (-3%)
Value$3.9M (-$238.8K)
Filed 2026-10-23
Generali Investments, Management Co LLC
INCREASED
Shares27,378 from 15,400
Change+11,978 (+78%)
Value$3.8M (+$1.5M)
Filed 2026-10-19
Birch Hill Investment Advisors LLC
DECREASED
Shares27,285 from 27,485
Change-200 (-1%)
Value$3.7M (-$281.7K)
Filed 2026-10-16
GAM Holding AG
DECREASED
Shares27,280 from 28,775
Change-1,495 (-5%)
Value$3.7M (-$471.4K)
Filed 2026-11-03
Argyle Capital Management, LLC
INCREASED
Shares27,055 from 26,800
Change+255 (+1%)
Value$3.7M (-$212.9K)
Filed 2026-10-28
First Financial Bank - Trust Division
DECREASED
Shares26,974 from 27,203
Change-229 (-1%)
Value$3.7M (-$283.1K)
Filed 2026-10-01
SBI Securities Co., Ltd.
INCREASED
Shares26,921 from 24,496
Change+2,425 (+10%)
Value$3.7M (+$106.4K)
Filed 2026-10-22
Jacobi Capital Management LLC
INCREASED
Shares26,887 from 25,538
Change+1,349 (+5%)
Value$3.7M (-$51.0K)
Filed 2026-11-05
Midwest Trust Co
DECREASED
Shares26,755 from 28,677
Change-1,922 (-7%)
Value$3.7M (-$529.2K)
Filed 2026-10-22
Councilmark Asset Management, LLC
DECREASED
Shares26,656 from 26,691
Change-35 (0%)
Value$3.7M (-$251.7K)
Filed 2026-10-20
Silvant Capital Management LLC
INCREASED
Shares26,601 from 25,656
Change+945 (+4%)
Value$3.7M (-$107.6K)
Filed 2026-11-09
EverSource Wealth Advisors, LLC
INCREASED
Shares26,132 from 17,035
Change+9,097 (+53%)
Value$3.6M (+$1.1M)
Filed 2026-11-04
Symphony Financial, Ltd. Co.
INCREASED
Shares26,068 from 25,170
Change+898 (+4%)
Value$3.6M (-$141.7K)
Filed 2026-10-22
Legacy Financial Advisors, Inc.
INCREASED
Shares26,039 from 22,014
Change+4,025 (+18%)
Value$3.6M (+$349.0K)
Filed 2026-11-09
Guardian Partners Inc.
INCREASED
Shares26,023 from 25,907
Change+116 (+0%)
Value$3.6M (-$223.7K)
Filed 2026-10-21
Sippican Capital Advisors
INCREASED
Shares26,017 from 18,842
Change+7,175 (+38%)
Value$3.6M (+$810.8K)
Filed 2026-10-23
Private Trust Co NA
DECREASED
Shares26,015 from 28,092
Change-2,077 (-7%)
Value$3.6M (-$545.0K)
Filed 2026-10-20
Breakwater Capital Group
DECREASED
Shares25,984 from 27,679
Change-1,695 (-6%)
Value$3.6M (-$488.8K)
Filed 2026-10-09
Ldic Inc.
DECREASED
Shares25,890 from 29,428
Change-3,538 (-12%)
Value$3.6M (-$758.0K)
Filed 2026-10-14
Capital Asset Advisory Services LLC
INCREASED
Shares25,864 from 7,948
Change+17,916 (+225%)
Value$3.3M (+$2.1M)
Filed 2026-10-30
Harbour Trust & Investment Management Co
DECREASED
Shares25,821 from 28,217
Change-2,396 (-8%)
Value$3.5M (-$590.0K)
Filed 2026-10-28
Sculati Wealth Management, LLC
INCREASED
Shares25,724 from 25,666
Change+58 (+0%)
Value$3.5M (+$289.8K)
Filed 2026-10-19
Delta Financial Advisors LLC
INCREASED
Shares25,630 from 25,624
Change+6 (+0%)
Value$3.5M (-$236.2K)
Filed 2026-10-27
Lummis Asset Management, LP
DECREASED
Shares25,549 from 28,781
Change-3,232 (-11%)
Value$3.4M (-$601.1K)
Filed 2026-11-09
Bahl & Gaynor LLC
DECREASED
Shares25,129 from 29,833
Change-4,704 (-16%)
Value$3.5M (-$921.8K)
Filed 2026-11-05
Jeppson Wealth Management, LLC
INCREASED
Shares25,039 from 24,958
Change+81 (+0%)
Value$3.4M (-$219.7K)
Filed 2026-10-20
Norway Savings Bank
DECREASED
Shares25,013 from 27,169
Change-2,156 (-8%)
Value$3.4M (-$547.3K)
Filed 2026-10-20
Purewater Capital LLC
INCREASED
Shares24,907 from 24,662
Change+245 (+1%)
Value$3.4M (-$194.5K)
Filed 2026-10-23
Allen Capital Group, LLC
DECREASED
Shares24,801 from 25,376
Change-575 (-2%)
Value$3.4M (-$313.7K)
Filed 2026-10-27
Financiere des Professionnels - Fonds d'investissement inc.
DECREASED
Shares24,768 from 41,734
Change-16,966 (-41%)
Value$3.4M (-$2.7M)
Filed 2026-11-03
Schnieders Capital Management, Llc.
DECREASED
Shares24,743 from 30,121
Change-5,378 (-18%)
Value$3.4M (-$1.0M)
Filed 2026-11-09
StoneCrest Wealth Management, Inc.
INCREASED
Shares24,707 from 24,697
Change+10 (+0%)
Value$3.4M (-$227.1K)
Filed 2026-11-03
Family Legacy, Inc.
INCREASED
Shares24,702 from 24,359
Change+343 (+1%)
Value$3.4M (-$178.2K)
Filed 2026-10-13
Meridian Investment Counsel Inc.
DECREASED
Shares24,635 from 25,029
Change-394 (-2%)
Value$3.4M (-$285.6K)
Filed 2026-10-14
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED
Shares24,448 from 22,575
Change+1,873 (+8%)
Value$3.4K (-$3.3M)
Filed 2026-10-14
Rakuten Securities, Inc.
INCREASED
Shares24,408 from 12,915
Change+11,493 (+89%)
Value$3.4M (+$1.5M)
Filed 2026-11-02
Smith Chas P & Associates PA Cpas
DECREASED
Shares24,317 from 24,763
Change-446 (-2%)
Value$3.1M (-$510.9K)
Filed 2026-10-22
Montag A & Associates Inc
DECREASED
Shares24,222 from 24,908
Change-686 (-3%)
Value$3.3M (-$324.6K)
Filed 2026-10-29
CoreCap Advisors, LLC
DECREASED
Shares24,187 from 39,682
Change-15,495 (-39%)
Value$3.3M (-$2.5M)
Filed 2026-10-08
Community Financial Services Group, LLC
DECREASED
Shares24,113 from 30,476
Change-6,363 (-21%)
Value$3.3M (-$1.0M)
Filed 2026-10-15
TCV Trust & Wealth Management, Inc.
DECREASED
Shares24,040 from 24,113
Change-73 (0%)
Value$3.3M (-$233.1K)
Filed 2026-10-16
GFG Capital, LLC
INCREASED
Shares24,009 from 20,511
Change+3,498 (+17%)
Value$3.3M (+$290.6K)
Filed 2026-10-16
St. Louis Financial Planners Asset Management, LLC
NEW
Shares23,992
Change+23,992
Value$3.4M
Filed 2026-10-16
Uncommon Cents Investing Inc
INCREASED
Shares23,986 from 23,790
Change+196 (+1%)
Value$3.3M (-$193.1K)
Filed 2026-10-20
Ashton Thomas Private Wealth, LLC
DECREASED
Shares23,919 from 27,316
Change-3,397 (-12%)
Value$3.3M (-$719.1K)
Filed 2026-11-03
Fagan Associates, Inc.
DECREASED
Shares23,873 from 24,183
Change-310 (-1%)
Value$3.3M (-$266.3K)
Filed 2026-10-13
Delta Capital Management LLC
DECREASED
Shares23,690 from 23,720
Change-30 (0%)
Value$3.3K (-$223)
Filed 2026-10-16
Blue Trust, Inc.
DECREASED
Shares23,680 from 26,674
Change-2,994 (-11%)
Value$3.3M (-$657.9K)
Filed 2026-10-15
Stonebridge Financial Group, LLC
INCREASED
Shares23,587 from 21,058
Change+2,529 (+12%)
Value$3.2M (+$152.5K)
Filed 2026-10-01
Sagespring Wealth Partners, LLC
DECREASED
Shares23,568 from 24,824
Change-1,256 (-5%)
Value$3.2M (-$402.2K)
Filed 2026-10-22
SevenBridge Financial Group, LLC
DECREASED
Shares23,529 from 24,722
Change-1,193 (-5%)
Value$3.1M (-$549.0K)
Filed 2026-10-26
Bell Bank
INCREASED
Shares23,497 from 22,658
Change+839 (+4%)
Value$3.2M (-$94.4K)
Filed 2026-10-21
180 Wealth Advisors, LLC
INCREASED
Shares23,440 from 17,416
Change+6,024 (+35%)
Value$3.2M (+$666.0K)
Filed 2026-11-03
City Holding Co
DECREASED
Shares23,230 from 24,403
Change-1,173 (-5%)
Value$3.2M (-$386.7K)
Filed 2026-10-19
McAdam, LLC
INCREASED
Shares23,183 from 20,562
Change+2,621 (+13%)
Value$3.2M (+$169.6K)
Filed 2026-10-21
Y.D. More Investments Ltd
INCREASED
Shares23,102 from 2,951
Change+20,151 (+683%)
Value$3.2M (+$2.7M)
Filed 2026-11-02
Beacon Financial Group
DECREASED
Shares23,061 from 24,707
Change-1,646 (-7%)
Value$3.2M (-$454.6K)
Filed 2026-10-19
Moody National Bank Trust Division
INCREASED
Shares23,038 from 15,395
Change+7,643 (+50%)
Value$3.2M (+$907.0K)
Filed 2026-10-06
Chickasaw Capital Management LLC
DECREASED
Shares22,953 from 23,609
Change-656 (-3%)
Value$3.2M (+$3.1M)
Filed 2026-10-08
Level Four Advisory Services, LLC
INCREASED
Shares22,801 from 21,540
Change+1,261 (+6%)
Value$3.1M (-$26.1K)
Filed 2026-11-06
Colonial River Investments, LLC
INCREASED
Shares22,800 from 22,192
Change+608 (+3%)
Value$3.1M (-$121.8K)
Filed 2026-10-19
Altura Wealth Advisors Inc.
INCREASED
Shares22,764 from 19,775
Change+2,989 (+15%)
Value$3.1M (+$227.6K)
Filed 2026-10-22
Little House Capital LLC
INCREASED
Shares22,707 from 22,113
Change+594 (+3%)
Value$3.1M (-$122.9K)
Filed 2026-11-06
DSG Capital Advisors, LLC
INCREASED
Shares22,671 from 20,108
Change+2,563 (+13%)
Value$3.1M (+$540.1K)
Filed 2026-11-05
Avantax Planning Partners, Inc.
INCREASED
Shares22,625 from 22,604
Change+21 (+0%)
Value$3.1M (-$206.1K)
Filed 2026-11-03
Mather Group, Llc.
DECREASED
Shares22,591 from 23,643
Change-1,052 (-4%)
Value$3.1M (-$363.1K)
Filed 2026-10-14
Warm Springs Advisors Inc.
INCREASED
Shares22,500 from 17,500
Change+5,000 (+29%)
Value$3.1M (+$524.6K)
Filed 2026-10-28
Fideuram Asset Management (Ireland) dac
DECREASED
Shares22,484 from 34,443
Change-11,959 (-35%)
Value$3.2M (-$3.1M)
Filed 2026-10-29
Provenance Wealth Advisors, LLC
INCREASED
Shares22,433 from 1,721
Change+20,712 (+1203%)
Value$3.1M (+$2.8M)
Filed 2026-10-30
Linden Thomas Advisory Services, LLC
INCREASED
Shares22,409 from 22,069
Change+340 (+2%)
Value$3.1M (-$157.5K)
Filed 2026-10-19
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares22,404 from 20,230
Change+2,174 (+11%)
Value$3.1M (+$111.5K)
Filed 2026-10-23
Citadel Investment Advisory, Inc.
INCREASED
Shares22,400 from 22,366
Change+34 (+0%)
Value$3.1M (-$202.0K)
Filed 2026-10-15
Avity Investment Management Inc.
DECREASED
Shares22,285 from 181,835
Change-159,550 (-88%)
Value$3.1M (-$23.6M)
Filed 2026-10-09
Midwest Professional Planners, Ltd.
DECREASED
Shares22,096 from 22,912
Change-816 (-4%)
Value$3.0M (-$324.1K)
Filed 2026-10-29
CRA Financial Services, LLC
INCREASED
Shares22,064 from 17,871
Change+4,193 (+23%)
Value$3.0M (+$410.4K)
Filed 2026-10-16
Signal Advisors Wealth, LLC
INCREASED
Shares22,033 from 3,707
Change+18,326 (+494%)
Value$3.0M (+$2.5M)
Filed 2026-10-13
Roffman Miller Associates Inc
DECREASED
Shares21,968 from 24,306
Change-2,338 (-10%)
Value$3.0M (-$545.8K)
Filed 2026-10-19
Quadrant Private Wealth Management, LLC
INCREASED
Shares21,933 from 21,643
Change+290 (+1%)
Value$3.0M (-$160.4K)
Filed 2026-11-04
Concentrum Wealth Management
INCREASED
Shares21,908 from 21,767
Change+141 (+1%)
Value$3.0M (-$181.9K)
Filed 2026-11-09
Investment Partners, Ltd.
INCREASED
Shares21,824 from 15,372
Change+6,452 (+42%)
Value$3.0M (+$743.7K)
Filed 2026-10-29
Asset Dedication, LLC
DECREASED
Shares21,681 from 24,734
Change-3,053 (-12%)
Value$3.0M (-$648.0K)
Filed 2026-11-03
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares21,643 from 18,638
Change+3,005 (+16%)
Value$3.0M (+$239.4K)
Filed 2026-10-14
M Holdings Securities, Inc.
INCREASED
Shares21,583 from 20,119
Change+1,464 (+7%)
Value$2.6K (-$415)
Filed 2026-11-03
Aaron Wealth Advisors LLC
DECREASED
Shares21,461 from 23,414
Change-1,953 (-8%)
Value$2.9M (-$484.7K)
Filed 2026-10-13
AXS Investments LLC
INCREASED
Shares21,451 from 15,849
Change+5,602 (+35%)
Value$2.9M (+$622.6K)
Filed 2026-11-04
Aspiriant, LLC
INCREASED
Shares21,440 from 19,410
Change+2,030 (+10%)
Value$2.9M (+$99.2K)
Filed 2026-10-16
Quattro Financial Advisors LLC
DECREASED
Shares21,369 from 21,437
Change-68 (0%)
Value$2.9M (-$207.6K)
Filed 2026-10-15
Summit Global Investments
INCREASED
Shares21,263 from 5,496
Change+15,767 (+287%)
Value$2.9K (-$803.1K)
Filed 2026-10-28
Nadler Financial Group, Inc.
INCREASED
Shares21,101 from 15,688
Change+5,413 (+35%)
Value$2.9M (+$598.0K)
Filed 2026-10-23
Gilliland Jeter Wealth Management LLC
INCREASED
Shares21,066 from 21,053
Change+13 (+0%)
Value$2.9M (-$192.9K)
Filed 2026-10-28
Granite Investment Partners, LLC
DECREASED
Shares21,043 from 22,470
Change-1,427 (-6%)
Value$2.9M (-$403.7K)
Filed 2026-11-04
M.E. Allison & Co., Inc.
INCREASED
Shares21,039 from 15,559
Change+5,480 (+35%)
Value$2.9M (+$608.6K)
Filed 2026-10-09
Moneco Advisors, LLC
DECREASED
Shares21,021 from 21,912
Change-891 (-4%)
Value$2.9M (-$325.0K)
Filed 2026-11-05
Citizens Business Bank
DECREASED
Shares20,975 from 21,301
Change-326 (-2%)
Value$2.9M (-$241.8K)
Filed 2026-11-09
Joel Isaacson & Co., LLC
INCREASED
Shares20,971 from 20,696
Change+275 (+1%)
Value$2.9M (-$153.7K)
Filed 2026-11-05
Indiana Trust & Investment Management Co
DECREASED
Shares20,925 from 21,449
Change-524 (-2%)
Value$2.9M (-$270.3K)
Filed 2026-10-22
Sendero Wealth Management, LLC
DECREASED
Shares20,756 from 22,760
Change-2,004 (-9%)
Value$2.8M (-$485.7K)
Filed 2026-10-14
Caldwell Trust Co
DECREASED
Shares20,701 from 33,114
Change-12,413 (-37%)
Value$2.8M (-$2.0M)
Filed 2026-10-30
Alkeme Wealth, LLC
DECREASED
Shares20,657 from 20,782
Change-125 (-1%)
Value$2.8M (-$209.3K)
Filed 2026-10-08
Insight Inv LLC
INCREASED
Shares20,614 from 17,084
Change+3,530 (+21%)
Value$2.8M (+$326.6K)
Filed 2026-10-27
MCF Advisors LLC
INCREASED
Shares20,612 from 20,411
Change+201 (+1%)
Value$2.8M (-$161.2K)
Filed 2026-10-28
Bell Asset Management Ltd
DECREASED
Shares20,546 from 24,675
Change-4,129 (-17%)
Value$2.8M (-$795.2K)
Filed 2026-10-08
Abacus Wealth Partners, LLC
DECREASED
Shares20,493 from 20,613
Change-120 (-1%)
Value$2.8M (-$207.1K)
Filed 2026-11-03
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares20,425 from 22,334
Change-1,909 (-9%)
Value$2.8M (-$468.7K)
Filed 2026-10-05
Covenant Asset Management, LLC
DECREASED
Shares20,425 from 20,858
Change-433 (-2%)
Value$2.8M (-$252.3K)
Filed 2026-10-14
Money Concepts Capital Corp
INCREASED
Shares20,404 from 15,527
Change+4,877 (+31%)
Value$2.8M (+$526.0K)
Filed 2026-11-06
Capstone Capital Management Ltd
DECREASED
Shares20,321 from 52,266
Change-31,945 (-61%)
Value$2.8M (-$4.9M)
Filed 2026-10-21
Parkside Financial Bank & Trust
DECREASED
Shares20,310 from 21,405
Change-1,095 (-5%)
Value$2.8M (-$348.4K)
Filed 2026-10-27
Fulcrum Wealth Advisors, LLC
INCREASED
Shares20,296 from 4,749
Change+15,547 (+327%)
Value$2.8M (+$2.1M)
Filed 2026-10-16
Secure Asset Management, LLC
INCREASED
Shares20,259 from 18,561
Change+1,698 (+9%)
Value$2.8M (+$61.4K)
Filed 2026-10-19
Flavin Financial Services, Inc.
INCREASED
Shares20,241 from 18,455
Change+1,786 (+10%)
Value$2.8M (+$74.5K)
Filed 2026-10-21
Fiduciary Family Office, LLC
INCREASED
Shares20,101 from 19,922
Change+179 (+1%)
Value$2.8M (-$159.8K)
Filed 2026-11-04
Belpointe Asset Management LLC
DECREASED
Shares20,072 from 23,481
Change-3,409 (-15%)
Value$2.8M (-$685.2K)
Filed 2026-11-09
Capital Management Associates, Inc
DECREASED
Shares20,072 from 20,415
Change-343 (-2%)
Value$2.8M (-$235.9K)
Filed 2026-10-20
American Assets Investment Management, LLC
UNCHANGED
Shares20,000 from 20,000
Change0 (0%)
Value$2.7M (-$185.0K)
Filed 2026-10-30
HBK Sorce Advisory LLC
DECREASED
Shares19,956 from 20,193
Change-237 (-1%)
Value$2.3M (-$617.5K)
Filed 2026-11-06
Dutch Asset Corp
INCREASED
Shares19,925 from 15,209
Change+4,716 (+31%)
Value$2.7M (+$506.8K)
Filed 2026-10-20
Point Windward Advisors Inc.
INCREASED
Shares19,874 from 18,887
Change+987 (+5%)
Value$2.7M (-$39.2K)
Filed 2026-11-06
Tectonic Advisors LLC
INCREASED
Shares19,853 from 15,981
Change+3,872 (+24%)
Value$2.7M (+$383.8K)
Filed 2026-10-22
Stackstone Wealth, LLC
NEW
Shares19,758
Change+19,758
Value$2.7M
Filed 2026-10-19
PDS Planning, Inc
DECREASED
Shares19,742 from 20,362
Change-620 (-3%)
Value$2.7M (-$273.5K)
Filed 2026-11-03
Nilsine Partners, LLC
DECREASED
Shares19,604 from 21,140
Change-1,536 (-7%)
Value$2.7M (-$406.4K)
Filed 2026-11-02
Cornerstone Advisory, LLC
INCREASED
Shares19,564 from 14,277
Change+5,287 (+37%)
Value$2.7M (+$593.8K)
Filed 2026-11-06
Ashton Thomas Securities, LLC
INCREASED
Shares19,562 from 17,041
Change+2,521 (+15%)
Value$2.7M (+$206.4K)
Filed 2026-10-26
Taylor Financial Group, Inc.
DECREASED
Shares19,382 from 19,445
Change-63 (0%)
Value$2.7M (-$188.5K)
Filed 2026-11-02
Atlantic Edge Private Wealth Management, LLC
DECREASED
Shares19,364 from 20,444
Change-1,080 (-5%)
Value$2.7M (-$337.4K)
Filed 2026-10-20
Atala Financial Inc
DECREASED
Shares19,297 from 19,313
Change-16 (0%)
Value$2.6M (-$180.8K)
Filed 2026-10-22
Texas Bank & Trust Co
DECREASED
Shares19,198 from 20,798
Change-1,600 (-8%)
Value$2.6M (-$412.1K)
Filed 2026-11-04
Trust Point Inc.
INCREASED
Shares18,984 from 15,925
Change+3,059 (+19%)
Value$2.6M (+$272.7K)
Filed 2026-10-27
Norden Group LLC
DECREASED
Shares18,895 from 23,755
Change-4,860 (-20%)
Value$2.6M (-$887.1K)
Filed 2026-10-20
Sage Capital Advisors,llc
DECREASED
Shares18,862 from 19,005
Change-143 (-1%)
Value$2.6M (-$195.5K)
Filed 2026-10-13
First Horizon Corp
DECREASED
Shares18,829 from 19,079
Change-250 (-1%)
Value$2.6M (-$210.8K)
Filed 2026-10-26
Perryman Financial Advisory Inc
INCREASED
Shares18,808 from 18,221
Change+587 (+3%)
Value$2.6M (-$87.9K)
Filed 2026-10-16
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares18,746 from 18,746
Change0 (0%)
Value$2.7M ($0)
Filed 2026-10-15
Harrell Investment Partners, LLC
DECREASED
Shares18,604 from 18,841
Change-237 (-1%)
Value$2.6M (-$206.7K)
Filed 2026-10-15
Verus Capital Partners, LLC
DECREASED
Shares18,522 from 19,229
Change-707 (-4%)
Value$2.5M (-$274.9K)
Filed 2026-11-03
Trust Asset Management LLC
UNCHANGED
Shares18,516 from 18,516
Change0 (0%)
Value$2.5M (-$171.3K)
Filed 2026-11-03
Washington Trust Co
DECREASED
Shares18,239 from 20,901
Change-2,662 (-13%)
Value$2.5M (-$558.8K)
Filed 2026-10-22
Apella Capital, LLC
INCREASED
Shares18,216 from 16,125
Change+2,091 (+13%)
Value$2.6M (+$331.8K)
Filed 2026-10-08
Mirador Capital Partners LP
DECREASED
Shares18,174 from 18,386
Change-212 (-1%)
Value$2.5M (-$199.2K)
Filed 2026-10-09
Cabot Wealth Management Inc
UNCHANGED
Shares18,158 from 18,158
Change0 (0%)
Value$2.5M (-$168.0K)
Filed 2026-11-05
Cornerstone Wealth Group, LLC
DECREASED
Shares18,114 from 18,650
Change-536 (-3%)
Value$2.5M (-$246.1K)
Filed 2026-11-02
RAM Investment Partners, LLC
DECREASED
Shares18,005 from 19,275
Change-1,270 (-7%)
Value$2.5M (-$352.7K)
Filed 2026-10-21
StrongBox Wealth, LLC
INCREASED
Shares17,989 from 16,499
Change+1,490 (+9%)
Value$2.5M (+$52.1K)
Filed 2026-11-02
Washington Trust Bank
INCREASED
Shares17,970 from 17,429
Change+541 (+3%)
Value$2.5M (-$86.9K)
Filed 2026-11-03
Winch Advisory Services, LLC
UNCHANGED
Shares17,937 from 17,937
Change0 (0%)
Value$5.5M (-$1.3M)
Filed 2026-11-06
Sander Capital Advisors Inc
INCREASED
Shares17,770 from 8,510
Change+9,260 (+109%)
Value$2.4K (+$1.2K)
Filed 2026-10-20
Nwam LLC
DECREASED
Shares17,768 from 18,334
Change-566 (-3%)
Value$2.4M (-$247.4K)
Filed 2026-11-09
Integrated Advisors Network LLC
DECREASED
Shares17,715 from 19,834
Change-2,119 (-11%)
Value$2.4M (-$474.5K)
Filed 2026-10-20
Scott & Selber, Inc.
DECREASED
Shares17,669 from 17,682
Change-13 (0%)
Value$2.4M (-$165.3K)
Filed 2026-10-21
Wynn Capital, LLC
DECREASED
Shares17,658 from 17,788
Change-130 (-1%)
Value$2.4M (-$182.4K)
Filed 2026-10-13
Martin Capital Advisors, LLP
INCREASED
Shares17,588 from 17,438
Change+150 (+1%)
Value$2.4M (-$140.7K)
Filed 2026-10-15
Quadcap Wealth Management, LLC
DECREASED
Shares17,347 from 18,371
Change-1,024 (-6%)
Value$2.4M (-$310.5K)
Filed 2026-11-02
Center for Wealth Management Advisory
INCREASED
Shares17,340 from 1,624
Change+15,716 (+968%)
Value$2.4M (+$2.1M)
Filed 2026-10-23
United Bank
INCREASED
Shares17,305 from 16,396
Change+909 (+6%)
Value$2.4M (-$26.9K)
Filed 2026-11-06
Hall Capital Management Co Inc
INCREASED
Shares17,301 from 17,221
Change+80 (+0%)
Value$2.4M (-$148.3K)
Filed 2026-11-09
Sowell Financial Services LLC
INCREASED
Shares17,229 from 17,115
Change+114 (+1%)
Value$2.4M (-$142.7K)
Filed 2026-10-23
Compound Planning, Inc.
DECREASED
Shares17,212 from 43,573
Change-26,361 (-60%)
Value$2.4M (-$4.0M)
Filed 2026-11-09
Investment House LLC
DECREASED
Shares17,207 from 51,196
Change-33,989 (-66%)
Value$2.4M (-$5.1M)
Filed 2026-10-21
Dynamic Advisor Solutions LLC
DECREASED
Shares17,197 from 17,689
Change-492 (-3%)
Value$2.4M (-$231.1K)
Filed 2026-10-13
Reynders McVeigh Capital Management, LLC
DECREASED
Shares17,138 from 22,362
Change-5,224 (-23%)
Value$2.4M (-$924.0K)
Filed 2026-10-30
Stablepoint Partners, LLC
INCREASED
Shares17,040 from 13,277
Change+3,763 (+28%)
Value$2.3M (+$393.8K)
Filed 2026-11-03
Signet Investment Advisory Group, Inc.
INCREASED
Shares16,975 from 16,133
Change+842 (+5%)
Value$2.3M (-$33.6K)
Filed 2026-10-30
Lewis Asset Management, LLC
DECREASED
Shares16,972 from 19,010
Change-2,038 (-11%)
Value$2.3M (-$455.6K)
Filed 2026-10-14
Missouri Trust & Investment Co
DECREASED
Shares16,945 from 17,465
Change-520 (-3%)
Value$2.3M (+$58.4K)
Filed 2026-11-04
MBL Wealth, LLC
INCREASED
Shares16,784 from 9,233
Change+7,551 (+82%)
Value$2.3M (+$951.3K)
Filed 2026-10-22
Klingman & Associates, LLC
INCREASED
Shares16,777 from 14,244
Change+2,533 (+18%)
Value$2.3M (+$216.0K)
Filed 2026-10-20
Grove Bank & Trust
DECREASED
Shares16,741 from 20,158
Change-3,417 (-17%)
Value$2.3M (-$655.6K)
Filed 2026-10-08
Stokes Capital Advisors, LLC
DECREASED
Shares16,736 from 26,071
Change-9,335 (-36%)
Value$2.3M (-$1.5M)
Filed 2026-10-09
Jacobs & Co
DECREASED
Shares16,702 from 17,002
Change-300 (-2%)
Value$2.3K (-$198)
Filed 2026-10-09
Cornerstone Wealth Management, LLC
DECREASED
Shares16,684 from 17,094
Change-410 (-2%)
Value$2.3M (-$214.3K)
Filed 2026-11-04
Convergence Investment Partners, LLC
INCREASED
Shares16,591 from 1,646
Change+14,945 (+908%)
Value$2.3M (+$2.0M)
Filed 2026-10-28
Visionary Wealth Advisors
INCREASED
Shares16,522 from 12,963
Change+3,559 (+27%)
Value$2.3M (+$368.8K)
Filed 2026-11-04
Wealthcare Advisory Partners LLC
INCREASED
Shares16,506 from 13,062
Change+3,444 (+26%)
Value$2.3M (+$352.2K)
Filed 2026-10-21
Inlet Private Wealth, LLC
UNCHANGED
Shares16,421 from 16,421
Change0 (0%)
Value$2.3M (-$151.9K)
Filed 2026-10-21
International Assets Investment Management, LLC
UNCHANGED
Shares16,360 from 16,360
Change0 (0%)
Value$2.3M (-$72.5K)
Filed 2026-11-02
Highline Wealth Partners LLC
INCREASED
Shares16,207 from 15,788
Change+419 (+3%)
Value$2.2M (-$88.6K)
Filed 2026-10-19
Westside Investment Management, Inc.
INCREASED
Shares16,169 from 15,868
Change+301 (+2%)
Value$2.2M (-$94.8K)
Filed 2026-11-02
Peloton Wealth Strategists
NEW
Shares16,105
Change+16,105
Value$2.2K
Filed 2026-11-09
SteelPeak Wealth, LLC
INCREASED
Shares16,093 from 14,262
Change+1,831 (+13%)
Value$2.2M (+$119.5K)
Filed 2026-10-16
Cigna Investments Inc
DECREASED
Shares16,027 from 16,201
Change-174 (-1%)
Value$2.2K (-$2.4M)
Filed 2026-10-19
Capital Planning LLC
DECREASED
Shares16,010 from 16,023
Change-13 (0%)
Value$2.2M (-$150.0K)
Filed 2026-10-09
Pacific Sage Partners, LLC
DECREASED
Shares16,008 from 16,082
Change-74 (0%)
Value$2.2M (-$159.0K)
Filed 2026-10-21
Roman Butler Fullerton & Co
INCREASED
Shares15,956 from 15,313
Change+643 (+4%)
Value$2.1M (+$53.6K)
Filed 2026-10-27
Merrion Investment Management Co, LLC
DECREASED
Shares15,900 from 16,400
Change-500 (-3%)
Value$2.2M (-$220.4K)
Filed 2026-10-16
Community Bank & Trust, Waco, Texas
DECREASED
Shares15,864 from 15,896
Change-32 (0%)
Value$2.2K (-$2.3M)
Filed 2026-10-19
Oakworth Capital, Inc.
DECREASED
Shares15,848 from 15,973
Change-125 (-1%)
Value$2.2M (-$158.8K)
Filed 2026-10-26
Tempus Wealth Planning, LLC
INCREASED
Shares15,800 from 15,652
Change+148 (+1%)
Value$2.2M (-$124.5K)
Filed 2026-10-14
Lynx Capital Group LTD
INCREASED
Shares15,702 from 15,684
Change+18 (+0%)
Value$2.2M (-$142.6K)
Filed 2026-11-04
Hudson Canyon Capital Management
INCREASED
Shares15,550 from 14,750
Change+800 (+5%)
Value$2.1M (-$26.6K)
Filed 2026-11-04
Deltec Asset Management LLC
INCREASED
Shares15,500 from 13,500
Change+2,000 (+15%)
Value$2.1M (+$149.7K)
Filed 2026-10-26
Avidian Wealth Enterprises, LLC
DECREASED
Shares15,483 from 18,292
Change-2,809 (-15%)
Value$2.1M (-$554.9K)
Filed 2026-10-08
Spectrum Asset Management, Inc. (NB )
DECREASED
Shares15,441 from 15,806
Change-365 (-2%)
Value$2.1M (-$196.4K)
Filed 2026-10-19
Chesapeake Wealth Management
DECREASED
Shares15,433 from 15,678
Change-245 (-2%)
Value$2.1M (-$178.7K)
Filed 2026-11-09
AlphaStar Capital Management, LLC
INCREASED
Shares15,375 from 12,278
Change+3,097 (+25%)
Value$2.1M (+$311.6K)
Filed 2026-10-16
Alpine Bank Wealth Management
INCREASED
Shares15,325 from 14,913
Change+412 (+3%)
Value$2.1M (-$81.4K)
Filed 2026-10-16
Bedel Financial Consulting, Inc.
UNCHANGED
Shares15,315 from 15,315
Change0 (0%)
Value$2.1M (-$141.6K)
Filed 2026-11-06
Turtle Creek Wealth Advisors, LLC
INCREASED
Shares15,289 from 15,157
Change+132 (+1%)
Value$2.1M (-$122.1K)
Filed 2026-10-15
TritonPoint Partners, LLC
DECREASED
Shares15,236 from 20,961
Change-5,725 (-27%)
Value$2.1M (-$979.9K)
Filed 2026-11-05
Pflug Koory, LLC
UNCHANGED
Shares15,206 from 15,206
Change0 (0%)
Value$2.1M (-$140.7K)
Filed 2026-10-26
Vivid Wealth Management, LLC
DECREASED
Shares15,124 from 15,283
Change-159 (-1%)
Value$2.1M (-$163.2K)
Filed 2026-10-27
Parrish Capital LLC
INCREASED
Shares15,113 from 13,945
Change+1,168 (+8%)
Value$2.1M (+$31.4K)
Filed 2026-10-01
Illinois Municipal Retirement Fund
DECREASED
Shares15,105 from 38,557
Change-23,452 (-61%)
Value$2.1M (-$3.6M)
Filed 2026-11-05
Compton Wealth Advisory Group, LLC
UNCHANGED
Shares15,080 from 15,080
Change0 (0%)
Value$2.1M (-$66.8K)
Filed 2026-10-13
Cassaday & Co Wealth Management LLC
DECREASED
Shares15,041 from 15,825
Change-784 (-5%)
Value$2.1M (-$254.0K)
Filed 2026-10-27
Claro Advisors Inc.
INCREASED
Shares15,004 from 11,732
Change+3,272 (+28%)
Value$2.1M (+$340.8K)
Filed 2026-11-02
Legal Advantage Investments, Inc.
UNCHANGED
Shares14,961 from 14,961
Change0 (0%)
Value$2.1M (-$138.4K)
Filed 2026-10-13
Annex Advisory Services, LLC
DECREASED
Shares14,827 from 16,140
Change-1,313 (-8%)
Value$2.0M (-$329.6K)
Filed 2026-10-16
BNC Wealth Management, LLC
DECREASED
Shares14,752 from 27,499
Change-12,747 (-46%)
Value$2.0M (-$2.0M)
Filed 2026-10-19
SAX Wealth Advisors, LLC
INCREASED
Shares14,714 from 11,936
Change+2,778 (+23%)
Value$2.0M (+$264.3K)
Filed 2026-10-13
Accredited Investors Inc.
INCREASED
Shares14,643 from 12,096
Change+2,547 (+21%)
Value$2.0M (+$237.8K)
Filed 2026-11-03
Portfolio Design Labs, LLC
INCREASED
Shares14,643 from 14,192
Change+451 (+3%)
Value$2.0M (-$69.3K)
Filed 2026-11-04
Physicians Financial Services, Inc.
DECREASED
Shares14,627 from 23,943
Change-9,316 (-39%)
Value$2.0K (-$3.5M)
Filed 2026-11-04
Institute for Wealth Management, Llc.
DECREASED
Shares14,622 from 14,851
Change-229 (-2%)
Value$2.0M (-$168.8K)
Filed 2026-11-06
HighPoint Advisor Group LLC
INCREASED
Shares14,620 from 12,953
Change+1,667 (+13%)
Value$2.0M (+$109.1K)
Filed 2026-11-09
Merrithew & Thorsten Inc
INCREASED
Shares14,586 from 13,673
Change+913 (+7%)
Value$2.0M (-$316)
Filed 2026-11-06
XML Financial, LLC
DECREASED
Shares14,523 from 14,605
Change-82 (-1%)
Value$2.0M (-$146.4K)
Filed 2026-10-29
Cooper Financial Group
DECREASED
Shares14,511 from 15,852
Change-1,341 (-8%)
Value$2.0M (-$330.8K)
Filed 2026-10-07
JGP Wealth Management, LLC
DECREASED
Shares14,468 from 14,775
Change-307 (-2%)
Value$2.0M (-$178.8K)
Filed 2026-10-13
Valicenti Advisory Services Inc
NEW
Shares14,454
Change+14,454
Value$2.0K
Filed 2026-10-23
River Wealth Advisors LLC
DECREASED
Shares14,433 from 33,722
Change-19,289 (-57%)
Value$2.0M (-$3.0M)
Filed 2026-11-09
Shuttleworth & Co
INCREASED
Shares14,400 from 14,315
Change+85 (+1%)
Value$2.0M (-$120.7K)
Filed 2026-10-30
Legacy Trust
DECREASED
Shares14,381 from 17,794
Change-3,413 (-19%)
Value$1.9M (-$728.5K)
Filed 2026-11-06
Amarillo National Bank
UNCHANGED
Shares14,365 from 14,365
Change0 (0%)
Value$2.0M (-$132.9K)
Filed 2026-10-23
Tritonpoint Wealth, LLC
DECREASED
Shares14,363 from 14,442
Change-79 (-1%)
Value$2.0M (-$144.4K)
Filed 2026-10-19
71 West Capital Partners
INCREASED
Shares14,360 from 13,384
Change+976 (+7%)
Value$2.0M (+$10.2K)
Filed 2026-11-04
Biltmore Family Office, LLC
INCREASED
Shares14,348 from 14,111
Change+237 (+2%)
Value$2.0M (-$98.0K)
Filed 2026-11-03
Royal Fund Management, LLC
INCREASED
Shares14,307 from 7,296
Change+7,011 (+96%)
Value$2.0M (+$895.1K)
Filed 2026-10-22
Key FInancial Inc
INCREASED
Shares14,287 from 14,220
Change+67 (+0%)
Value$2.0M (-$122.3K)
Filed 2026-11-02
Flagship Harbor Advisors, LLC
DECREASED
Shares14,205 from 14,743
Change-538 (-4%)
Value$2.0M (-$210.2K)
Filed 2026-10-26
Sawgrass Asset Management LLC
DECREASED
Shares14,136 from 14,863
Change-727 (-5%)
Value$1.9M (-$237.3K)
Filed 2026-11-03
Quent Capital, LLC
DECREASED
Shares14,121 from 14,185
Change-64 (0%)
Value$1.6M (-$440.9K)
Filed 2026-11-09
BIP Wealth, LLC
DECREASED
Shares14,062 from 15,348
Change-1,286 (-8%)
Value$1.9M (-$318.5K)
Filed 2026-10-22
Mill Capital Management, LLC
DECREASED
Shares13,997 from 15,497
Change-1,500 (-10%)
Value$1.9M (-$349.3K)
Filed 2026-10-26
Trueblood Wealth Management, LLC
INCREASED
Shares13,977 from 12,532
Change+1,445 (+12%)
Value$1.9M (+$82.6K)
Filed 2026-10-23
Blue Line Capital, LLC / IL
INCREASED
Shares13,973 from 10,473
Change+3,500 (+33%)
Value$1.9M (+$383.7K)
Filed 2026-11-04
Allen Investment Management, LLC
INCREASED
Shares13,956 from 13,537
Change+419 (+3%)
Value$1.9M (-$67.7K)
Filed 2026-11-03
Citizens National Bank Trust Department
DECREASED
Shares13,924 from 17,000
Change-3,076 (-18%)
Value$1.9M (-$579.6K)
Filed 2026-11-04
Clear Creek Financial Management, LLC
INCREASED
Shares13,922 from 10,129
Change+3,793 (+37%)
Value$1.9M (+$427.1K)
Filed 2026-10-28
Tuttle Capital Management, LLC
NEW
Shares13,912
Change+13,912
Value$1.9M
Filed 2026-10-21
Avestar Capital, LLC
DECREASED
Shares13,795 from 16,112
Change-2,317 (-14%)
Value$1.9M (-$467.1K)
Filed 2026-10-28
Citizens & Northern Corp
DECREASED
Shares13,665 from 14,024
Change-359 (-3%)
Value$1.9M (-$179.0K)
Filed 2026-11-06
Wright Investors Service Inc
DECREASED
Shares13,616 from 16,118
Change-2,502 (-16%)
Value$1.9M (-$492.6K)
Filed 2026-11-02
Ascentis Independent Advisors
INCREASED
Shares13,473 from 139
Change+13,334 (+9593%)
Value$1.9M (+$1.8M)
Filed 2026-11-03
Harbour Capital Advisors, LLC
DECREASED
Shares13,471 from 14,071
Change-600 (-4%)
Value$1.8M (-$129.4K)
Filed 2026-10-13
Everhart Financial Group, Inc.
DECREASED
Shares13,453 from 14,938
Change-1,485 (-10%)
Value$1.8M (-$342.0K)
Filed 2026-10-08
Anchyra Partners LLC
INCREASED
Shares13,426 from 12,931
Change+495 (+4%)
Value$1.8M (-$51.6K)
Filed 2026-10-13
Eads & Heald Wealth Management
DECREASED
Shares13,370 from 13,538
Change-168 (-1%)
Value$1.8M (-$148.3K)
Filed 2026-10-29
Heritage Wealth Management, Inc.
DECREASED
Shares13,357 from 13,584
Change-227 (-2%)
Value$1.8M (-$156.8K)
Filed 2026-10-28
Journey Advisory Group, LLC
DECREASED
Shares13,246 from 13,503
Change-257 (-2%)
Value$1.8M (-$160.2K)
Filed 2026-11-04
Prudent Man Advisors, LLC
INCREASED
Shares13,195 from 13,078
Change+117 (+1%)
Value$1.8M (-$104.9K)
Filed 2026-11-03
Grimes & Co Wealth Management, LLC
INCREASED
Shares13,160 from 13,047
Change+113 (+1%)
Value$1.8M (-$105.3K)
Filed 2026-10-29
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED
Shares13,134 from 13,422
Change-288 (-2%)
Value$1.8M (-$163.8K)
Filed 2026-11-03
First Interstate Bank
DECREASED
Shares13,120 from 13,132
Change-12 (0%)
Value$1.8M (-$123.1K)
Filed 2026-10-23
Personal CFO Solutions, LLC
DECREASED
Shares13,103 from 16,549
Change-3,446 (-21%)
Value$1.8M (-$626.3K)
Filed 2026-11-06
Hartford Financial Management Inc.
DECREASED
Shares13,050 from 13,395
Change-345 (-3%)
Value$1.8M (-$171.3K)
Filed 2026-10-21
Nicholas Wealth, Llc.
INCREASED
Shares12,971 from 9,124
Change+3,847 (+42%)
Value$1.8M (+$443.8K)
Filed 2026-10-26
Western Wealth Management, LLC
DECREASED
Shares12,934 from 19,141
Change-6,207 (-32%)
Value$1.8M (-$1.0M)
Filed 2026-11-09
Hazlett, Burt & Watson, Inc.
DECREASED
Shares12,845 from 12,868
Change-23 (0%)
Value$1.8K (-$1.7M)
Filed 2026-11-04
Ridgewood Investments LLC
INCREASED
Shares12,841 from 11,054
Change+1,787 (+16%)
Value$1.8M (+$143.1K)
Filed 2026-10-05
Integrity Alliance, Llc.
DECREASED
Shares12,754 from 16,943
Change-4,189 (-25%)
Value$1.8M (-$731.9K)
Filed 2026-10-29
Acumen Wealth Advisors, LLC
INCREASED
Shares12,714 from 686
Change+12,028 (+1753%)
Value$1.7M (+$1.6M)
Filed 2026-11-05
Global X Japan Co., Ltd.
DECREASED
Shares12,706 from 13,767
Change-1,061 (-8%)
Value$1.7M (-$273.0K)
Filed 2026-10-21
Baker Tilly Wealth Management, LLC
DECREASED
Shares12,589 from 13,278
Change-689 (-5%)
Value$1.7M (-$217.4K)
Filed 2026-10-05
Midland Wealth Advisors, LLC
DECREASED
Shares12,586 from 12,615
Change-29 (0%)
Value$1.7M (-$120.7K)
Filed 2026-10-26
Cypress Capital Group
DECREASED
Shares12,535 from 12,962
Change-427 (-3%)
Value$1.7M (-$178.5K)
Filed 2026-11-03
Root Financial Partners, LLC
INCREASED
Shares12,525 from 12,217
Change+308 (+3%)
Value$1.7M (-$70.7K)
Filed 2026-10-21
InvesTrust
DECREASED
Shares12,520 from 15,238
Change-2,718 (-18%)
Value$1.7M (-$514.1K)
Filed 2026-10-14
Central Bank & Trust Co
UNCHANGED
Shares12,483 from 12,483
Change0 (0%)
Value$1.7M (-$115.5K)
Filed 2026-10-09
Atlas Brown,Inc.
DECREASED
Shares12,378 from 12,421
Change-43 (0%)
Value$1.7M (-$120.8K)
Filed 2026-10-09
Penobscot Investment Management Company, Inc.
UNCHANGED
Shares12,318 from 12,318
Change0 (0%)
Value$1.7M (-$113.9K)
Filed 2026-10-26
Bullseye Investment Management, LLC
INCREASED
Shares12,268 from 11,433
Change+835 (+7%)
Value$1.7M (+$8.9K)
Filed 2026-10-29
Alta Advisers Ltd
INCREASED
Shares12,188 from 7,009
Change+5,179 (+74%)
Value$1.7M (+$646.2K)
Filed 2026-11-02
Verity & Verity, LLC
INCREASED
Shares12,162 from 12,072
Change+90 (+1%)
Value$1.7M (-$99.3K)
Filed 2026-10-23
Spire Wealth Management
DECREASED
Shares12,152 from 12,550
Change-398 (-3%)
Value$1.7M (-$170.7K)
Filed 2026-10-30
Lantz Financial LLC
DECREASED
Shares12,146 from 12,620
Change-474 (-4%)
Value$1.7M (-$181.7K)
Filed 2026-10-15
Cornerstone Planning, LLC
INCREASED
Shares12,095 from 11,968
Change+127 (+1%)
Value$1.7M (-$15.1K)
Filed 2026-10-27
Sovran Advisors, LLC
DECREASED
Shares12,081 from 15,674
Change-3,593 (-23%)
Value$1.7M (-$194.3K)
Filed 2026-11-02
Annis Gardner Whiting Capital Advisors, LLC
DECREASED
Shares12,055 from 12,677
Change-622 (-5%)
Value$1.7M (-$202.7K)
Filed 2026-11-09
Agate Pass Investment Management, LLC
DECREASED
Shares12,044 from 13,410
Change-1,366 (-10%)
Value$1.7M (-$311.6K)
Filed 2026-10-20
Lockheed Martin Investment Management Co
DECREASED
Shares12,020 from 17,500
Change-5,480 (-31%)
Value$1.7M (-$914.3K)
Filed 2026-11-04
MBM Wealth Consultants, LLC
INCREASED
Shares11,905 from 9,335
Change+2,570 (+28%)
Value$1.6M (+$266.5K)
Filed 2026-10-20
Cove Private Wealth, LLC
INCREASED
Shares11,888 from 11,868
Change+20 (+0%)
Value$1.6M (-$107.0K)
Filed 2026-10-28
First National Bank Sioux Falls
DECREASED
Shares11,884 from 12,065
Change-181 (-1%)
Value$1.6M (-$520.0K)
Filed 2026-10-13
Pine Haven Investment Counsel, Inc
DECREASED
Shares11,883 from 11,983
Change-100 (-1%)
Value$1.6M (-$124.6K)
Filed 2026-11-02
StoneRidge PMG Advisors, LLC
NEW
Shares11,799
Change+11,799
Value$1.6K
Filed 2026-11-04
Mechanics Financial Corp
INCREASED
Shares11,782 from 11,773
Change+9 (+0%)
Value$1.6M (-$107.7K)
Filed 2026-11-05
Thrive Wealth Management, LLC
DECREASED
Shares11,767 from 12,220
Change-453 (-4%)
Value$1.6M (-$175.2K)
Filed 2026-10-13
White Pine Capital LLC
DECREASED
Shares11,767 from 11,784
Change-17 (0%)
Value$1.6M (-$111.3K)
Filed 2026-11-09
SYM Financial Corp
INCREASED
Shares11,743 from 6,987
Change+4,756 (+68%)
Value$1.6M (+$588.3K)
Filed 2026-10-26
Abundance Wealth Counselors
INCREASED
Shares11,724 from 11,467
Change+257 (+2%)
Value$1.6M (-$70.8K)
Filed 2026-10-26
Cascade Investment Advisors, Inc.
DECREASED
Shares11,714 from 11,796
Change-82 (-1%)
Value$1.6M (-$120.4K)
Filed 2026-11-02
Malaga Cove Capital, LLC
DECREASED
Shares11,659 from 11,697
Change-38 (0%)
Value$1.6M (-$113.4K)
Filed 2026-10-23
Machina Capital S.A.S.
NEW
Shares11,611
Change+11,611
Value$1.6M
Filed 2026-11-05
Zions Bancorporation, National Association
INCREASED
Shares11,545 from 11,243
Change+302 (+3%)
Value$1.6M (-$62.5K)
Filed 2026-11-06
Indivisible Partners
INCREASED
Shares11,467 from 10,833
Change+634 (+6%)
Value$1.6M (-$13.2K)
Filed 2026-10-26
Hunter Associates Investment Management LLC
INCREASED
Shares11,438 from 11,368
Change+70 (+1%)
Value$1.6K (-$1.7M)
Filed 2026-10-26
IPG Investment Advisors LLC
INCREASED
Shares11,400 from 6,767
Change+4,633 (+68%)
Value$1.6M (+$573.5K)
Filed 2026-10-30
Woodmont Investment Counsel LLC
INCREASED
Shares11,377 from 9,857
Change+1,520 (+15%)
Value$1.6M (+$117.5K)
Filed 2026-10-29
Resonant Capital Advisors, LLC
DECREASED
Shares11,333 from 13,513
Change-2,180 (-16%)
Value$1.6M (-$424.3K)
Filed 2026-10-15
Knuff & Co LLC
DECREASED
Shares11,252 from 11,872
Change-620 (-5%)
Value$1.5M (-$194.9K)
Filed 2026-11-06
Diversified Enterprises, LLC
INCREASED
Shares11,242 from 9,935
Change+1,307 (+13%)
Value$1.5M (+$87.5K)
Filed 2026-10-19
Armstrong Advisory Group, Inc
DECREASED
Shares11,211 from 11,508
Change-297 (-3%)
Value$1.5M (-$147.2K)
Filed 2026-10-09
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares11,177 from 11,583
Change-406 (-4%)
Value$1.5M (-$162.9K)
Filed 2026-10-27
Grey Ledge Advisors, LLC
DECREASED
Shares11,161 from 12,206
Change-1,045 (-9%)
Value$1.5M (-$256.3K)
Filed 2026-11-02
Cornerstone National Bank & Trust Co
DECREASED
Shares11,101 from 11,406
Change-305 (-3%)
Value$1.5M (-$92.6K)
Filed 2026-10-20
Curated Wealth Partners LLC
INCREASED
Shares11,084 from 2,742
Change+8,342 (+304%)
Value$1.5M (+$1.1M)
Filed 2026-10-15
October Effect Ltd
DECREASED
Shares11,078 from 21,691
Change-10,613 (-49%)
Value$1.5M (-$1.7M)
Filed 2026-10-20
Northern Financial Advisors Inc
DECREASED
Shares11,059 from 12,933
Change-1,874 (-14%)
Value$1.5M (-$377.0K)
Filed 2026-10-29
Connecticut Wealth Management, LLC
DECREASED
Shares11,008 from 11,100
Change-92 (-1%)
Value$1.5M (-$115.3K)
Filed 2026-10-13
Interchange Capital Partners, LLC
DECREASED
Shares10,976 from 11,099
Change-123 (-1%)
Value$1.5M (-$116.9K)
Filed 2026-10-28
Larson Financial Group LLC
DECREASED
Shares10,938 from 11,598
Change-660 (-6%)
Value$1.5M (-$197.9K)
Filed 2026-11-05
Lanark Financial, Inc.
INCREASED
Shares10,937 from 10,607
Change+330 (+3%)
Value$1.5M (-$52.9K)
Filed 2026-10-26
Supplemental Annuity Collective Trust of NJ
INCREASED
Shares10,935 from 10,884
Change+51 (+0%)
Value$1.5M (-$93.7K)
Filed 2026-11-02
Gold Investment Management Ltd.
UNCHANGED
Shares10,922 from 10,922
Change0 (0%)
Value$1.5M (-$101.0K)
Filed 2026-10-19
CV Advisors LLC
INCREASED
Shares10,880 from 10,000
Change+880 (+9%)
Value$1.5M (+$28.3K)
Filed 2026-10-13
Aspire Private Capital, LLC
DECREASED
Shares10,847 from 11,110
Change-263 (-2%)
Value$1.5M (-$139.0K)
Filed 2026-11-05
Marion Wealth Management
DECREASED
Shares10,828 from 12,411
Change-1,583 (-13%)
Value$1.5M (-$332.1K)
Filed 2026-10-22
Pensioenfonds Rail & OV
NEW
Shares10,783
Change+10,783
Value$1.5M
Filed 2026-11-09
Fragasso Financial Advisors Inc
INCREASED
Shares10,751 from 6,472
Change+4,279 (+66%)
Value$1.5M (+$571.7K)
Filed 2026-10-13
HF Advisory Group, LLC
DECREASED
Shares10,733 from 12,066
Change-1,333 (-11%)
Value$1.5M (-$294.6K)
Filed 2026-10-09
MAR Vista Investment Partners LLC
DECREASED
Shares10,684 from 111,863
Change-101,179 (-90%)
Value$1.5M (-$14.9M)
Filed 2026-11-09
Balboa Wealth Partners
INCREASED
Shares10,660 from 10,462
Change+198 (+2%)
Value$1.5M (-$69.6K)
Filed 2026-10-20
Plancorp, LLC
INCREASED
Shares10,656 from 8,801
Change+1,855 (+21%)
Value$1.4M (+$234.7K)
Filed 2026-11-03
Schear Investment Advisers, LLC
NEW
Shares10,631
Change+10,631
Value$1.5M
Filed 2026-10-14
Tempo Wealth, LLC
INCREASED
Shares10,631 from 9,959
Change+672 (+7%)
Value$1.5M (+$163)
Filed 2026-10-14
Winthrop Capital Management, LLC
INCREASED
Shares10,612 from 10,605
Change+7 (+0%)
Value$1.5M (-$97.0K)
Filed 2026-11-05
Fiduciary Alliance LLC
DECREASED
Shares10,591 from 14,845
Change-4,254 (-29%)
Value$1.5M (-$721.4K)
Filed 2026-10-13
Lazari Capital Management, Inc.
INCREASED
Shares10,566 from 6,951
Change+3,615 (+52%)
Value$1.5M (+$432.0K)
Filed 2026-10-20
Compass Financial Management LLC
INCREASED
Shares10,566 from 9,893
Change+673 (+7%)
Value$1.5M (+$1.6K)
Filed 2026-10-30
Triton Wealth Management, Pllc
INCREASED
Shares10,557 from 6,199
Change+4,358 (+70%)
Value$1.3M (+$455.2K)
Filed 2026-11-04
Old Mission Investment Co LLC
INCREASED
Shares10,542 from 10,539
Change+3 (+0%)
Value$1.4M (-$97.2K)
Filed 2026-10-22
Triumph Capital Management
INCREASED
Shares10,502 from 9,840
Change+662 (+7%)
Value$1.4M (+$709)
Filed 2026-10-14
Optas, LLC
DECREASED
Shares10,479 from 10,794
Change-315 (-3%)
Value$1.4M (-$143.1K)
Filed 2026-11-09
TD Private Client Wealth LLC
DECREASED
Shares10,453 from 11,648
Change-1,195 (-10%)
Value$1.4M (-$271.8K)
Filed 2026-10-28
Boltwood Capital Management
INCREASED
Shares10,435 from 10,385
Change+50 (+0%)
Value$1.4M (-$89.2K)
Filed 2026-10-02
GFS Advisors, LLC
DECREASED
Shares10,390 from 131,300
Change-120,910 (-92%)
Value$1.4M (+$654.7K)
Filed 2026-11-03
Bank of Stockton
DECREASED
Shares10,387 from 13,431
Change-3,044 (-23%)
Value$1.4M (-$542.2K)
Filed 2026-10-20
Canvas Wealth Advisors, LLC
INCREASED
Shares10,353 from 4,042
Change+6,311 (+156%)
Value$1.4M (+$852.5K)
Filed 2026-11-02
Park National Corp
DECREASED
Shares10,343 from 10,871
Change-528 (-5%)
Value$1.4M (-$173.1K)
Filed 2026-10-05
Harbor Investment Advisory, LLC
DECREASED
Shares10,341 from 11,689
Change-1,348 (-12%)
Value$1.4M (-$293.2K)
Filed 2026-10-13
Benin Management Corp
DECREASED
Shares10,317 from 10,893
Change-576 (-5%)
Value$1.4M (-$179.7K)
Filed 2026-10-22
Howard Capital Management, LLC
DECREASED
Shares10,316 from 10,430
Change-114 (-1%)
Value$1.4M (-$112.1K)
Filed 2026-10-16
Nelson Capital Management, LLC
DECREASED
Shares10,306 from 10,472
Change-166 (-2%)
Value$1.4M (-$119.7K)
Filed 2026-11-09
Foster Victor Wealth Advisors, LLC
INCREASED
Shares10,284 from 9,987
Change+297 (+3%)
Value$1.3M (+$54.9K)
Filed 2026-10-21
Pines Wealth Management, LLC
INCREASED
Shares10,269 from 9,611
Change+658 (+7%)
Value$1.4M (+$1.4K)
Filed 2026-10-21
Curbstone Financial Management Corp
UNCHANGED
Shares10,256 from 10,256
Change0 (0%)
Value$1.4M (-$94.9K)
Filed 2026-10-21
Strive Financial Group,LLC
INCREASED
Shares10,205 from 8,314
Change+1,891 (+23%)
Value$1.4M (+$182.7K)
Filed 2026-11-09
Beaumont Financial Advisors, LLC
DECREASED
Shares10,202 from 10,471
Change-269 (-3%)
Value$1.4M (-$133.9K)
Filed 2026-10-22
Stiles Financial Services Inc
INCREASED
Shares10,193 from 9,049
Change+1,144 (+13%)
Value$1.4M (+$73.3K)
Filed 2026-10-30
Weatherly Asset Management L. P.
DECREASED
Shares10,166 from 10,686
Change-520 (-5%)
Value$1.4M (-$170.2K)
Filed 2026-10-20
Oakmont Investment Advisors, Inc.
INCREASED
Shares10,127 from 10,045
Change+82 (+1%)
Value$1.4M (-$81.7K)
Filed 2026-10-21
Enhancing Capital LLC
INCREASED
Shares10,114 from 10,000
Change+114 (+1%)
Value$1.4M (-$76.8K)
Filed 2026-10-26
Parisi Gray Wealth Management
DECREASED
Shares10,104 from 12,654
Change-2,550 (-20%)
Value$1.4M (-$467.3K)
Filed 2026-10-16
Gradient Investments LLC
INCREASED
Shares10,102 from 9,931
Change+171 (+2%)
Value$1.4M (-$68.4K)
Filed 2026-10-08
Aprio Wealth Management, LLC
DECREASED
Shares10,090 from 11,821
Change-1,731 (-15%)
Value$1.4M (-$347.0K)
Filed 2026-10-28
Procyon Advisors, LLC
DECREASED
Shares10,089 from 11,163
Change-1,074 (-10%)
Value$1.4M (-$250.7K)
Filed 2026-10-21
Formidable Asset Management, LLC
DECREASED
Shares10,013 from 14,119
Change-4,106 (-29%)
Value$1.5M (-$609.6K)
Filed 2026-11-03
Cane Capital Partners, LLC
DECREASED
Shares10,009 from 13,968
Change-3,959 (-28%)
Value$1.4M (-$672.8K)
Filed 2026-10-23
Rossmore Private Capital
DECREASED
Shares10,003 from 10,545
Change-542 (-5%)
Value$1.4M (-$172.0K)
Filed 2026-10-27
Essential Investment Partners LLC
INCREASED
Shares9,994 from 9,820
Change+174 (+2%)
Value$1.4M (-$66.9K)
Filed 2026-10-27
Altfest L J & Co Inc
DECREASED
Shares9,950 from 9,957
Change-7 (0%)
Value$1.4M (-$93.0K)
Filed 2026-10-27
Titleist Asset Management, LLC
INCREASED
Shares9,949 from 9,146
Change+803 (+9%)
Value$1.4M (+$25.7K)
Filed 2026-10-08
Verus Wealth Management, LLC
NEW
Shares9,939
Change+9,939
Value$1.4M
Filed 2026-10-13
Koshinski Asset Management, Inc.
INCREASED
Shares9,927 from 8,918
Change+1,009 (+11%)
Value$1.4M (+$56.1K)
Filed 2026-10-29
Arjuna Capital
DECREASED
Shares9,914 from 9,977
Change-63 (-1%)
Value$1.4M (-$100.9K)
Filed 2026-11-03
Beese Fulmer Investment Management, Inc.
DECREASED
Shares9,903 from 10,181
Change-278 (-3%)
Value$1.4M (-$132.3K)
Filed 2026-10-23
3Chopt Investment Partners, LLC
INCREASED
Shares9,879 from 9,770
Change+109 (+1%)
Value$1.4M (-$75.4K)
Filed 2026-10-30
Nicholas Hoffman & Company, Llc.
DECREASED
Shares9,855 from 9,939
Change-84 (-1%)
Value$1.4M (-$103.5K)
Filed 2026-10-30
Ledyard National Bank
DECREASED
Shares9,833 from 10,959
Change-1,126 (-10%)
Value$1.4M (-$256.0K)
Filed 2026-10-21
CFS Investment Advisory Services, LLC
INCREASED
Shares9,832 from 9,277
Change+555 (+6%)
Value$1.4M (+$122.1K)
Filed 2026-10-19
Convergence Financial, LLC
INCREASED
Shares9,829 from 7,133
Change+2,696 (+38%)
Value$1.3M (+$304.2K)
Filed 2026-10-27
Boit C F David
UNCHANGED
Shares9,800 from 9,800
Change0 (0%)
Value$1.3M (-$90.7K)
Filed 2026-10-29
Key Client Fiduciary Advisors, LLC
DECREASED
Shares9,776 from 10,997
Change-1,221 (-11%)
Value$1.3M (-$269.3K)
Filed 2026-10-19
Zega Investments, LLC
DECREASED
Shares9,759 from 10,302
Change-543 (-5%)
Value$1.3M (-$169.8K)
Filed 2026-11-04
Sapient Capital LLC
INCREASED
Shares9,743 from 9,050
Change+693 (+8%)
Value$1.3M (+$11.4K)
Filed 2026-10-08
Eagle Rock Investment Company, LLC
DECREASED
Shares9,719 from 16,520
Change-6,801 (-41%)
Value$1.3M (-$1.1M)
Filed 2026-10-21
Three Seasons Wealth, LLC
INCREASED
Shares9,673 from 9,320
Change+353 (+4%)
Value$1.3M (-$37.8K)
Filed 2026-11-03
GraniteShares Advisors LLC
INCREASED
Shares9,619 from 7,946
Change+1,673 (+21%)
Value$1.3M (+$156.2K)
Filed 2026-10-29
Angeles Wealth Management, LLC
DECREASED
Shares9,618 from 10,681
Change-1,063 (-10%)
Value$1.3M (-$244.8K)
Filed 2026-10-26
S-Bank Fund Management Ltd
INCREASED
Shares9,592 from 9,127
Change+465 (+5%)
Value$1.3M (-$20.6K)
Filed 2026-11-06
Signature Estate & Investment Advisors LLC
INCREASED
Shares9,586 from 9,557
Change+29 (+0%)
Value$1.3M (-$83.3K)
Filed 2026-10-13
Foster Group, Inc.
DECREASED
Shares9,581 from 9,617
Change-36 (0%)
Value$1.3M (-$93.9K)
Filed 2026-10-13
Cerro Pacific Wealth Advisors LLC
DECREASED
Shares9,565 from 11,410
Change-1,845 (-16%)
Value$1.3M (-$358.9K)
Filed 2026-10-22
Premier Path Wealth Partners, LLC
DECREASED
Shares9,482 from 11,429
Change-1,947 (-17%)
Value$1.3M (-$373.1K)
Filed 2026-10-16
Rockland Trust Co
DECREASED
Shares9,480 from 15,827
Change-6,347 (-40%)
Value$1.3M (-$1.0M)
Filed 2026-10-05
Platform Technology Partners
DECREASED
Shares9,418 from 10,079
Change-661 (-7%)
Value$1.3M (-$184.0K)
Filed 2026-11-02
111 Capital
DECREASED
Shares9,377 from 10,563
Change-1,186 (-11%)
Value$1.3M (-$260.5K)
Filed 2026-11-03
St. Johns Investment Management Company, LLC
DECREASED
Shares9,364 from 9,386
Change-22 (0%)
Value$1.3M (-$89.8K)
Filed 2026-10-30
CMG Global Holdings, LLC
INCREASED
Shares9,350 from 9,242
Change+108 (+1%)
Value$1.3M (-$70.7K)
Filed 2026-10-14
Cidel Asset Management Inc
INCREASED
Shares9,342 from 8,018
Change+1,324 (+17%)
Value$1.3M (+$107.6K)
Filed 2026-10-29
Sage Rhino Capital LLC
DECREASED
Shares9,341 from 9,385
Change-44 (0%)
Value$1.3M (-$92.9K)
Filed 2026-10-28
Pinnacle West Asset Management, Inc.
DECREASED
Shares9,320 from 10,285
Change-965 (-9%)
Value$1.3K (-$1.5M)
Filed 2026-11-09
Impact Partnership Wealth, LLC
INCREASED
Shares9,305 from 8,091
Change+1,214 (+15%)
Value$1.3M (+$92.0K)
Filed 2026-11-09
First County Bank
DECREASED
Shares9,288 from 9,595
Change-307 (-3%)
Value$1.3M (-$130.9K)
Filed 2026-10-13
Everett Harris & Co
DECREASED
Shares9,281 from 9,359
Change-78 (-1%)
Value$1.3M (-$97.3K)
Filed 2026-10-28
Semus Wealth Partners LLC
DECREASED
Shares9,263 from 10,008
Change-745 (-7%)
Value$1.3M (-$195.0K)
Filed 2026-10-22
Ferguson Wellman Capital Management, Inc
DECREASED
Shares9,249 from 9,863
Change-614 (-6%)
Value$1.3M (-$175.5K)
Filed 2026-10-05
Buckhead Capital Management LLC
DECREASED
Shares9,232 from 10,120
Change-888 (-9%)
Value$1.3M (-$215.5K)
Filed 2026-11-03
Aljian Capital Management, LLC
INCREASED
Shares9,195 from 8,896
Change+299 (+3%)
Value$1.3M (-$41.1K)
Filed 2026-10-28
Grant Private Wealth Management Inc
INCREASED
Shares9,179 from 6,262
Change+2,917 (+47%)
Value$1.3M (+$342.6K)
Filed 2026-10-19
Great Diamond Partners, LLC
DECREASED
Shares9,155 from 9,505
Change-350 (-4%)
Value$1.3M (-$136.0K)
Filed 2026-10-13
Correct Capital Wealth Management
INCREASED
Shares9,117 from 7,749
Change+1,368 (+18%)
Value$1.3M (+$116.3K)
Filed 2026-11-02
Peoples Bank
INCREASED
Shares9,098 from 8,073
Change+1,025 (+13%)
Value$1.2M (+$66.1K)
Filed 2026-10-09
Palacios Wealth Management, LLC
INCREASED
Shares9,071 from 8,752
Change+319 (+4%)
Value$1.2M (-$37.2K)
Filed 2026-11-04
Abacus Planning Group, Inc.
DECREASED
Shares9,066 from 10,791
Change-1,725 (-16%)
Value$1.2M (-$336.7K)
Filed 2026-11-02
QTR Family Wealth, LLC
DECREASED
Shares9,033 from 9,336
Change-303 (-3%)
Value$1.2M (-$127.9K)
Filed 2026-11-02
WBH Advisory Inc
DECREASED
Shares9,031 from 9,372
Change-341 (-4%)
Value$1.2M (-$133.5K)
Filed 2026-11-05
Lindsell Train Ltd
UNCHANGED
Shares9,000 from 9,000
Change0 (0%)
Value$1.2M (-$83.3K)
Filed 2026-11-02
Traphagen Investment Advisors LLC
INCREASED
Shares8,991 from 8,833
Change+158 (+2%)
Value$1.2M (-$60.0K)
Filed 2026-10-14
KPP Advisory Services LLC
INCREASED
Shares8,975 from 8,587
Change+388 (+5%)
Value$1.2M (-$26.1K)
Filed 2026-10-26
Net Worth Advisory Group
INCREASED
Shares8,936 from 5,296
Change+3,640 (+69%)
Value$1.2M (+$457.7K)
Filed 2026-10-20
Ervin Investment Management, LLC
UNCHANGED
Shares8,913 from 8,913
Change0 (0%)
Value$1.2M (-$82.4K)
Filed 2026-10-23
Catalyst Financial Partners LLC
DECREASED
Shares8,905 from 9,754
Change-849 (-9%)
Value$1.2M (-$206.8K)
Filed 2026-11-06
Walser Wealth Management Company, A Ltd Liability Co
INCREASED
Shares8,904 from 6,279
Change+2,625 (+42%)
Value$1.2M (+$302.4K)
Filed 2026-10-15
1900 Wealth Management LLC
INCREASED
Shares8,870 from 5,006
Change+3,864 (+77%)
Value$1.2M (+$484.2K)
Filed 2026-10-13
AdvisorNet Financial, Inc
INCREASED
Shares8,870 from 8,090
Change+780 (+10%)
Value$1.2M (-$27.6K)
Filed 2026-10-15
KRS Capital Management, LLC
DECREASED
Shares8,848 from 9,436
Change-588 (-6%)
Value$1.2M (-$167.9K)
Filed 2026-10-16
Bison Wealth, LLC
INCREASED
Shares8,821 from 7,190
Change+1,631 (+23%)
Value$1.2M (+$178.4K)
Filed 2026-10-13
TrustBank
DECREASED
Shares8,798 from 8,876
Change-78 (-1%)
Value$1.2M (-$92.8K)
Filed 2026-10-20
Accurate Wealth Management, LLC
DECREASED
Shares8,777 from 19,604
Change-10,827 (-55%)
Value$1.3M (-$1.5M)
Filed 2026-10-20
Private Management Group Inc
INCREASED
Shares8,754 from 8,694
Change+60 (+1%)
Value$1.2M (-$72.2K)
Filed 2026-11-04
Focus Financial Network, Inc.
INCREASED
Shares8,753 from 8,472
Change+281 (+3%)
Value$1.2M (-$39.9K)
Filed 2026-10-14
Alliance Private Wealth, LLC
DECREASED
Shares8,736 from 9,346
Change-610 (-7%)
Value$1.2M (-$170.2K)
Filed 2026-10-20
Victory Financial Group, LLC
INCREASED
Shares8,721 from 6,628
Change+2,093 (+32%)
Value$1.2M (+$226.1K)
Filed 2026-10-27
Corundum Group, Inc.
INCREASED
Shares8,719 from 8,301
Change+418 (+5%)
Value$1.2M (-$19.4K)
Filed 2026-10-28
J.Safra Asset Management Corp
INCREASED
Shares8,711 from 8,667
Change+44 (+1%)
Value$1.2M (-$74.1K)
Filed 2026-11-03
Dumont & Blake Investment Advisors LLC
INCREASED
Shares8,702 from 8,665
Change+37 (+0%)
Value$1.2M (-$75.1K)
Filed 2026-10-28
Helium Advisors LLC
DECREASED
Shares8,700 from 8,728
Change-28 (0%)
Value$1.2M (-$84.6K)
Filed 2026-10-23
Orange Investment Advisors, Inc.
DECREASED
Shares8,694 from 8,816
Change-122 (-1%)
Value$1.2M (-$98.3K)
Filed 2026-10-23
DDD Partners, LLC
INCREASED
Shares8,693 from 8,656
Change+37 (+0%)
Value$1.2M (-$75.0K)
Filed 2026-11-02
Investment Research Partners LLC
INCREASED
Shares8,657 from 7,416
Change+1,241 (+17%)
Value$1.2M (+$101.8K)
Filed 2026-10-19
Shepherd Financial Partners LLC
DECREASED
Shares8,604 from 8,916
Change-312 (-3%)
Value$1.2M (-$125.3K)
Filed 2026-11-03
Greenup Street Wealth Management LLC
DECREASED
Shares8,590 from 9,819
Change-1,229 (-13%)
Value$1.2M (-$259.5K)
Filed 2026-10-28
LCM Capital Management Inc
DECREASED
Shares8,573 from 8,779
Change-206 (-2%)
Value$1.2M (-$109.4K)
Filed 2026-10-20
Advisors Preferred, LLC
DECREASED
Shares8,525 from 11,000
Change-2,475 (-22%)
Value$1.2M (-$329.9K)
Filed 2026-11-09
Integrity Wealth Partners, LLC
NEW
Shares8,524
Change+8,524
Value$1.2M
Filed 2026-10-14
AK Global Asset Management, LLC
DECREASED
Shares8,493 from 10,518
Change-2,025 (-19%)
Value$1.2M (-$375.3K)
Filed 2026-10-27
Burke & Herbert Bank & Trust Co
UNCHANGED
Shares8,466 from 8,466
Change0 (0%)
Value$1.2M (-$78.3K)
Filed 2026-11-02
Narus Financial Partners, LLC
INCREASED
Shares8,456 from 8,360
Change+96 (+1%)
Value$1.2M (-$64.2K)
Filed 2026-10-19
Journey Retirement Planning & Investment Management LLC
DECREASED
Shares8,451 from 11,591
Change-3,140 (-27%)
Value$1.2M (-$538.3K)
Filed 2026-10-09
Denver PWM, LLC
UNCHANGED
Shares8,435 from 8,435
Change0 (0%)
Value$1.2M (-$111.5K)
Filed 2026-10-22
Thoroughbred Financial Services, LLC
DECREASED
Shares8,408 from 14,864
Change-6,456 (-43%)
Value$1.2K (-$2.2M)
Filed 2026-11-09
Curtis Advisory Group, LLC
DECREASED
Shares8,394 from 8,994
Change-600 (-7%)
Value$1.2M (-$165.6K)
Filed 2026-10-28
Excalibur Management Corp
INCREASED
Shares8,387 from 8,249
Change+138 (+2%)
Value$1.2M (-$57.4K)
Filed 2026-11-02
Kathmere Capital Management, LLC
DECREASED
Shares8,364 from 8,658
Change-294 (-3%)
Value$1.1M (-$120.5K)
Filed 2026-10-20
Oarsman Capital, Inc.
DECREASED
Shares8,352 from 8,384
Change-32 (0%)
Value$1.1M (-$81.9K)
Filed 2026-11-05
Edgemoor Investment Advisors, Inc.
DECREASED
Shares8,313 from 9,562
Change-1,249 (-13%)
Value$1.1M (-$260.0K)
Filed 2026-11-03
BXM Wealth LLC
DECREASED
Shares8,280 from 8,380
Change-100 (-1%)
Value$1.1M (-$91.2K)
Filed 2026-11-03
Oslo Pensjonsforsikring AS
INCREASED
Shares8,271 from 7,044
Change+1,227 (+17%)
Value$1.1M (+$103.3K)
Filed 2026-10-15
King Wealth Management Group
DECREASED
Shares8,245 from 12,957
Change-4,712 (-36%)
Value$1.1K (-$1.9M)
Filed 2026-11-09
Rahlfs Capital, LLC
UNCHANGED
Shares8,245 from 8,245
Change0 (0%)
Value$1.1M (-$76.3K)
Filed 2026-10-23
Waldron Private Wealth LLC
INCREASED
Shares8,240 from 8,194
Change+46 (+1%)
Value$1.1M (-$69.5K)
Filed 2026-11-02
Key Capital Management, Inc
INCREASED
Shares8,227 from 95
Change+8,132 (+8560%)
Value$1.2M (+$1.2M)
Filed 2026-11-03
Reflection Asset Management
INCREASED
Shares8,215 from 3,014
Change+5,201 (+173%)
Value$1.1M (+$686.2K)
Filed 2026-10-28
Deseret Mutual Benefit Administrators
DECREASED
Shares8,215 from 12,295
Change-4,080 (-33%)
Value$1.1M (-$673.9K)
Filed 2026-11-04
Morton Capital Management LLC
DECREASED
Shares8,205 from 8,480
Change-275 (-3%)
Value$1.1M (-$116.2K)
Filed 2026-10-23
Richards, Merrill & Peterson, Inc.
DECREASED
Shares8,201 from 8,719
Change-518 (-6%)
Value$1.1M (-$151.8K)
Filed 2026-10-19
Integral Investment Advisors, Inc.
DECREASED
Shares8,188 from 8,528
Change-340 (-4%)
Value$1.1M (-$125.6K)
Filed 2026-11-03
Goelzer Investment Management, Inc.
INCREASED
Shares8,186 from 8,152
Change+34 (+0%)
Value$1.1M (-$70.7K)
Filed 2026-10-16
Cyr Financial Inc.
INCREASED
Shares8,182 from 7,151
Change+1,031 (+14%)
Value$1.1M (+$75.5K)
Filed 2026-10-16
Drive Wealth Management, LLC
INCREASED
Shares8,134 from 7,663
Change+471 (+6%)
Value$1.1M (-$6.2K)
Filed 2026-11-09
Greenfield Savings Bank
DECREASED
Shares8,113 from 8,387
Change-274 (-3%)
Value$1.1M (-$115.2K)
Filed 2026-10-07
Relyea Zuckerberg Hanson LLC
DECREASED
Shares8,102 from 9,974
Change-1,872 (-19%)
Value$1.1M (-$349.3K)
Filed 2026-10-20
West Family Investments, Inc.
INCREASED
Shares8,079 from 5,736
Change+2,343 (+41%)
Value$1.1M (+$268.6K)
Filed 2026-11-09
West Michigan Advisors, LLC
INCREASED
Shares8,077 from 5,488
Change+2,589 (+47%)
Value$1.1M (+$304.7K)
Filed 2026-11-09
Fire Capital Management LLC
DECREASED
Shares8,071 from 8,295
Change-224 (-3%)
Value$1.1M (-$107.5K)
Filed 2026-10-27
Greenspring Advisors, LLC
DECREASED
Shares8,060 from 8,623
Change-563 (-7%)
Value$1.1M (-$157.1K)
Filed 2026-11-05
Davis Capital Management
DECREASED
Shares8,050 from 8,168
Change-118 (-1%)
Value$1.1M (-$91.8K)
Filed 2026-10-08
MAD River Investors
UNCHANGED
Shares8,050 from 8,050
Change0 (0%)
Value$1.1M (-$74.5K)
Filed 2026-10-27
Valley National Advisers Inc
DECREASED
Shares8,020 from 9,696
Change-1,676 (-17%)
Value$1.1M (-$319.8K)
Filed 2026-10-23
Gerber Kawasaki Wealth & Investment Management
DECREASED
Shares8,015 from 9,011
Change-996 (-11%)
Value$1.1M (-$220.1K)
Filed 2026-10-29
Burling Wealth Partners, LLC
DECREASED
Shares7,997 from 8,216
Change-219 (-3%)
Value$1.1M (-$106.1K)
Filed 2026-11-09
Moss Adams Wealth Advisors LLC
DECREASED
Shares7,968 from 9,784
Change-1,816 (-19%)
Value$1.1M (-$339.8K)
Filed 2026-10-28
Summit Wealth Group LLC / Co
INCREASED
Shares7,956 from 7,268
Change+688 (+9%)
Value$1.1M (+$27.2K)
Filed 2026-10-29
Meridian Financial Partners LLC
INCREASED
Shares7,938 from 7,590
Change+348 (+5%)
Value$1.1M (+$61.8K)
Filed 2026-10-23
Milestone Asset Management, LLC
DECREASED
Shares7,937 from 27,689
Change-19,752 (-71%)
Value$1.1M (-$3.0M)
Filed 2026-10-15
Arthur M. Cohen & Associates, LLC
DECREASED
Shares7,900 from 9,740
Change-1,840 (-19%)
Value$1.1M (-$342.7K)
Filed 2026-10-26
First Merchants Corp
DECREASED
Shares7,883 from 8,022
Change-139 (-2%)
Value$1.1M (-$93.3K)
Filed 2026-10-15
Trillium Asset Management, LLC
DECREASED
Shares7,878 from 8,170
Change-292 (-4%)
Value$1.1M (-$115.7K)
Filed 2026-11-09
Gemmer Asset Management LLC
INCREASED
Shares7,866 from 7,826
Change+40 (+1%)
Value$1.1M (-$66.8K)
Filed 2026-10-16
Souders Financial Advisors
INCREASED
Shares7,855 from 5,263
Change+2,592 (+49%)
Value$1.1M (+$307.3K)
Filed 2026-11-03
Global Financial Private Client, LLC
DECREASED
Shares7,845 from 8,010
Change-165 (-2%)
Value$1.1M (-$96.7K)
Filed 2026-10-15
Mindset Wealth Management, LLC
DECREASED
Shares7,833 from 8,347
Change-514 (-6%)
Value$1.1M (-$147.8K)
Filed 2026-10-19
Gryphon Financial Partners LLC
DECREASED
Shares7,810 from 8,721
Change-911 (-10%)
Value$1.1M (-$205.7K)
Filed 2026-11-04
Laurel Wealth Advisors LLC
DECREASED
Shares7,757 from 8,170
Change-413 (-5%)
Value$1.1M (-$132.3K)
Filed 2026-10-27
Hudock, Inc.
INCREASED
Shares7,750 from 7,538
Change+212 (+3%)
Value$1.1M (-$40.6K)
Filed 2026-10-14
China Universal Asset Management Co., Ltd.
INCREASED
Shares7,730 from 6,744
Change+986 (+15%)
Value$1.1M (+$76.8K)
Filed 2026-10-28
Advisor OS, LLC
DECREASED
Shares7,659 from 8,323
Change-664 (-8%)
Value$1.1M (-$168.1K)
Filed 2026-11-03
Beacon Investment Advisory Services, Inc.
DECREASED
Shares7,659 from 8,055
Change-396 (-5%)
Value$1.1M (-$128.8K)
Filed 2026-10-13
Hamilton Capital, LLC
DECREASED
Shares7,656 from 8,174
Change-518 (-6%)
Value$1.1M (-$146.7K)
Filed 2026-10-08
Tompkins Financial Corp
DECREASED
Shares7,638 from 8,053
Change-415 (-5%)
Value$1.0M (-$131.5K)
Filed 2026-10-05
BOS Asset Management, LLC
DECREASED
Shares7,633 from 7,977
Change-344 (-4%)
Value$1.0M (-$121.0K)
Filed 2026-10-09
Facet Wealth, Inc.
DECREASED
Shares7,627 from 7,880
Change-253 (-3%)
Value$1.0M (-$107.6K)
Filed 2026-11-04
Byrne Asset Management LLC
DECREASED
Shares7,613 from 7,653
Change-40 (-1%)
Value$1.1M (-$70.4K)
Filed 2026-10-06
United Advisor Group, LLC
INCREASED
Shares7,606 from 5,309
Change+2,297 (+43%)
Value$1.0M (+$266.3K)
Filed 2026-11-03
Castellan Group
UNCHANGED
Shares7,600 from 7,600
Change0 (0%)
Value$1.0M (-$70.3K)
Filed 2026-10-19
Campbell Newman Asset Management Inc
DECREASED
Shares7,570 from 7,693
Change-123 (-2%)
Value$1.0M (-$88.0K)
Filed 2026-10-22
Cambridge Advisors Inc.
UNCHANGED
Shares7,568 from 7,568
Change0 (0%)
Value$1.0M (-$70.0K)
Filed 2026-10-19
Conning Inc.
DECREASED
Shares7,544 from 7,578
Change-34 (0%)
Value$1.0M (-$74.8K)
Filed 2026-10-27
Wealth Management Partners, LLC
INCREASED
Shares7,509 from 7,068
Change+441 (+6%)
Value$1.0M (-$4.8K)
Filed 2026-10-21
Nkcfo LLC
NEW
Shares7,500
Change+7,500
Value$1.0K
Filed 2026-11-04
Fiera Capital Corp
DECREASED
Shares7,499 from 7,599
Change-100 (-1%)
Value$1.0M (-$84.0K)
Filed 2026-11-06
Triad Wealth Partners, LLC
INCREASED
Shares7,482 from 6,702
Change+780 (+12%)
Value$1.0M (+$76.6K)
Filed 2026-10-26
RM Financial Services, LLC
INCREASED
Shares7,482 from 7,391
Change+91 (+1%)
Value$1.0M (-$55.9K)
Filed 2026-11-03
Texas Capital Bank Wealth Management Services Inc
DECREASED
Shares7,469 from 8,185
Change-716 (-9%)
Value$1.0M (-$174.0K)
Filed 2026-11-09
Alamar Capital Management, LLC
DECREASED
Shares7,455 from 7,555
Change-100 (-1%)
Value$1.0M (-$83.6K)
Filed 2026-11-02
Tower Trust & Investment Co
INCREASED
Shares7,444 from 7,249
Change+195 (+3%)
Value$1.0M (-$40.3K)
Filed 2026-10-28
SLT Holdings LLC
NEW
Shares7,421
Change+7,421
Value$1.0M
Filed 2026-10-15
Lipe & Dalton
UNCHANGED
Shares7,421 from 7,421
Change0 (0%)
Value$1.0K (-$69)
Filed 2026-10-15
Doliver Advisors, LP
INCREASED
Shares7,418 from 6,703
Change+715 (+11%)
Value$1.0M (+$36.2K)
Filed 2026-10-01
Patten & Patten Inc
DECREASED
Shares7,416 from 7,589
Change-173 (-2%)
Value$1.0M (-$94.0K)
Filed 2026-10-26
Bath Savings Trust Co
DECREASED
Shares7,390 from 7,414
Change-24 (0%)
Value$1.0M (-$71.9K)
Filed 2026-10-07
Etesian Wealth Advisors, Inc.
DECREASED
Shares7,389 from 7,633
Change-244 (-3%)
Value$1.0M (-$104.1K)
Filed 2026-10-27
Rhodes Investment Advisors Inc
INCREASED
Shares7,355 from 3,678
Change+3,677 (+100%)
Value$1.0M (+$470.8K)
Filed 2026-10-07
Horst & Graben Wealth Management LLC
INCREASED
Shares7,343 from 7,333
Change+10 (+0%)
Value$1.0M (-$29.6K)
Filed 2026-11-02
Sky Investment Group LLC
INCREASED
Shares7,338 from 7,123
Change+215 (+3%)
Value$1.0M (-$36.4K)
Filed 2026-10-30
Forum Financial Management, LP
DECREASED
Shares7,318 from 7,390
Change-72 (-1%)
Value$1.0M (-$78.2K)
Filed 2026-10-16
TFB Advisors LLC
DECREASED
Shares7,299 from 7,413
Change-114 (-2%)
Value$1.0M (-$84.2K)
Filed 2026-11-02
Sterling Investment Advisors, Ltd.
DECREASED
Shares7,271 from 7,771
Change-500 (-6%)
Value$998.4K (-$140.5K)
Filed 2026-10-27
Core Wealth Partners LLC
DECREASED
Shares7,264 from 9,181
Change-1,917 (-21%)
Value$997.4K (-$348.1K)
Filed 2026-11-02
Sigma Investment Counselors Inc
DECREASED
Shares7,221 from 7,425
Change-204 (-3%)
Value$991.4K (-$96.7K)
Filed 2026-10-27
Regent Peak Wealth Advisors LLC
DECREASED
Shares7,211 from 7,717
Change-506 (-7%)
Value$990.1K (-$140.9K)
Filed 2026-10-13
Adirondack Trust Co
DECREASED
Shares7,182 from 7,542
Change-360 (-5%)
Value$986.1K (-$119.2K)
Filed 2026-10-14
Legacy Advisors, LLC
DECREASED
Shares7,179 from 8,946
Change-1,767 (-20%)
Value$985.7K (-$325.3K)
Filed 2026-10-19
Capital Advisors, Ltd. LLC
INCREASED
Shares7,148 from 7,098
Change+50 (+1%)
Value$981 (-$59)
Filed 2026-10-27
Cooke Wealth Management, LLC
DECREASED
Shares7,122 from 7,139
Change-17 (0%)
Value$977.9K (-$68.4K)
Filed 2026-10-13
ERn Financial, LLC
DECREASED
Shares7,116 from 7,118
Change-2 (0%)
Value$977.0K (-$66.1K)
Filed 2026-10-28
Themes Management Co LLC
INCREASED
Shares7,115 from 4,368
Change+2,747 (+63%)
Value$976.9K (+$336.8K)
Filed 2026-10-29
Orrstown Financial Services Inc
DECREASED
Shares7,102 from 7,133
Change-31 (0%)
Value$975.1K (-$70.2K)
Filed 2026-10-14
Valmark Advisers, Inc.
DECREASED
Shares7,093 from 7,378
Change-285 (-4%)
Value$973.9K (-$107.4K)
Filed 2026-11-06
Montecito Bank & Trust
DECREASED
Shares7,092 from 8,613
Change-1,521 (-18%)
Value$973.7K (-$288.5K)
Filed 2026-10-01
Paragon Capital Management Ltd
DECREASED
Shares7,084 from 7,190
Change-106 (-1%)
Value$972.6K (-$81.1K)
Filed 2026-10-09
Univest Financial Corp
INCREASED
Shares7,081 from 6,625
Change+456 (+7%)
Value$972.3K (+$1.4K)
Filed 2026-11-05
Columbia Asset Management
DECREASED
Shares7,080 from 7,280
Change-200 (-3%)
Value$972.1K (-$94.8K)
Filed 2026-10-19
Landaas & Co
DECREASED
Shares7,065 from 7,760
Change-695 (-9%)
Value$970.0K (-$167.2K)
Filed 2026-10-29
Piar LLC
INCREASED
Shares7,050 from 1,920
Change+5,130 (+267%)
Value$968.0K (+$686.6K)
Filed 2026-10-21
Certuity, LLC
INCREASED
Shares7,020 from 6,905
Change+115 (+2%)
Value$963.8K (-$48.2K)
Filed 2026-11-02
RW Investment Management LLC
INCREASED
Shares7,015 from 6,956
Change+59 (+1%)
Value$963.2K (-$56.2K)
Filed 2026-11-03
V-Square Quantitative Management LLC
INCREASED
Shares6,986 from 6,128
Change+858 (+14%)
Value$959.2K (+$61.1K)
Filed 2026-10-15
Northeast Investment Management
DECREASED
Shares6,986 from 7,381
Change-395 (-5%)
Value$959.2K (-$122.5K)
Filed 2026-10-30
Parthenon LLC
UNCHANGED
Shares6,968 from 6,968
Change0 (0%)
Value$956.7K (-$64.5K)
Filed 2026-10-22
Shah Wealth Advisors, LLC
INCREASED
Shares6,949 from 4,634
Change+2,315 (+50%)
Value$954.1K (+$274.9K)
Filed 2026-11-06
Magnus Financial Group LLC
DECREASED
Shares6,905 from 7,615
Change-710 (-9%)
Value$948.0K (-$168.0K)
Filed 2026-10-21
FSM Wealth Advisors, LLC
DECREASED
Shares6,903 from 7,397
Change-494 (-7%)
Value$936.7K (-$147.4K)
Filed 2026-10-27
Howard Capital Management Group, LLC
DECREASED
Shares6,880 from 7,763
Change-883 (-11%)
Value$944.6K (-$193.0K)
Filed 2026-10-16
Riversedge Advisors, LLC
INCREASED
Shares6,867 from 3,046
Change+3,821 (+125%)
Value$942.9K (+$496.5K)
Filed 2026-10-09
Peoples Bank
DECREASED
Shares6,847 from 6,897
Change-50 (-1%)
Value$940.1K (-$70.7K)
Filed 2026-10-26
Wealth Dimensions Group, Ltd.
INCREASED
Shares6,844 from 6,775
Change+69 (+1%)
Value$939.6K (-$53.2K)
Filed 2026-11-02
Laurel OAK Wealth Management, LLC
DECREASED
Shares6,824 from 8,855
Change-2,031 (-23%)
Value$936.9K (-$360.8K)
Filed 2026-10-19
Global Strategic Investment Solutions, LLC
INCREASED
Shares6,806 from 6,778
Change+28 (+0%)
Value$934.5K (-$58.9K)
Filed 2026-10-16
Concord Wealth Partners
DECREASED
Shares6,801 from 8,776
Change-1,975 (-22%)
Value$933.7K (-$352.3K)
Filed 2026-11-02
Formuepleje A/S
DECREASED
Shares6,799 from 9,264
Change-2,465 (-27%)
Value$933.5K (-$424.1K)
Filed 2026-10-15
Garde Capital, Inc.
INCREASED
Shares6,795 from 6,747
Change+48 (+1%)
Value$933.0K (-$55.8K)
Filed 2026-10-29
Jnba Financial Advisors
INCREASED
Shares6,794 from 6,658
Change+136 (+2%)
Value$932.8K (-$42.9K)
Filed 2026-11-03
Centerpoint Advisors, LLC
INCREASED
Shares6,760 from 6,759
Change+1 (+0%)
Value$928 (-$989.1K)
Filed 2026-11-05
United Asset Strategies, Inc.
DECREASED
Shares6,759 from 6,872
Change-113 (-2%)
Value$928.0K (-$79.1K)
Filed 2026-10-28
Keudell ison Wealth Management
DECREASED
Shares6,746 from 9,500
Change-2,754 (-29%)
Value$926.2K (-$466.0K)
Filed 2026-10-16
Heritage Wealth Advisors
DECREASED
Shares6,710 from 8,027
Change-1,317 (-16%)
Value$921.4K (-$255.0K)
Filed 2026-11-09
Ariadne Wealth Management, LP
INCREASED
Shares6,701 from 5,918
Change+783 (+13%)
Value$920.0K (+$52.8K)
Filed 2026-11-06
Aviance Capital Partners, LLC
INCREASED
Shares6,699 from 6,673
Change+26 (+0%)
Value$919.8K (-$58.2K)
Filed 2026-10-29
Wiregrass Investment Management LLC
INCREASED
Shares6,684 from 6,657
Change+27 (+0%)
Value$917.7K (-$57.8K)
Filed 2026-11-05
Heritage Investment Group, Inc.
DECREASED
Shares6,683 from 7,186
Change-503 (-7%)
Value$917.6K (-$135.5K)
Filed 2026-11-03
Aviso Wealth Management
DECREASED
Shares6,681 from 7,634
Change-953 (-12%)
Value$917.3K (-$201.5K)
Filed 2026-11-04
University of Texas S AM Investment Management Co
DECREASED
Shares6,670 from 8,990
Change-2,320 (-26%)
Value$915.8K (-$401.7K)
Filed 2026-11-03
Union Savings Bank
INCREASED
Shares6,663 from 6,620
Change+43 (+1%)
Value$914.8K (-$55.3K)
Filed 2026-10-14
Bigelow Investment Advisors, LLC
DECREASED
Shares6,662 from 7,087
Change-425 (-6%)
Value$914.7K (-$123.9K)
Filed 2026-10-13
HCR Wealth Advisors
INCREASED
Shares6,657 from 6,518
Change+139 (+2%)
Value$914.1K (-$41.2K)
Filed 2026-10-15
J. Team Financial, Inc.
INCREASED
Shares6,648 from 4,475
Change+2,173 (+49%)
Value$912.8K (+$256.9K)
Filed 2026-11-03
Obermeyer Wealth Partners
DECREASED
Shares6,645 from 7,002
Change-357 (-5%)
Value$912.4K (-$113.8K)
Filed 2026-10-21
Peoples Financial Services Corp.
DECREASED
Shares6,628 from 11,816
Change-5,188 (-44%)
Value$910.0K (-$821.6K)
Filed 2026-10-20
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED
Shares6,618 from 10,818
Change-4,200 (-39%)
Value$908.7K (-$676.7K)
Filed 2026-10-21
Uniting Wealth Partners, LLC
DECREASED
Shares6,606 from 6,811
Change-205 (-3%)
Value$907.0K (-$91.1K)
Filed 2026-11-06
Meritas Wealth Management, LLC
DECREASED
Shares6,584 from 6,624
Change-40 (-1%)
Value$904.0K (-$66.8K)
Filed 2026-10-14
Essex Bank
DECREASED
Shares6,583 from 7,166
Change-583 (-8%)
Value$903.8K (-$146.3K)
Filed 2026-10-16
Mengis Capital Management, Inc.
DECREASED
Shares6,573 from 8,098
Change-1,525 (-19%)
Value$902.5K (-$284.3K)
Filed 2026-10-13
Associated Banc-Corp
DECREASED
Shares6,552 from 7,212
Change-660 (-9%)
Value$899.6K (-$157.3K)
Filed 2026-10-30
Financial Security Advisor, Inc.
DECREASED
Shares6,527 from 7,652
Change-1,125 (-15%)
Value$896.2K (-$225.2K)
Filed 2026-11-03
Verum Partners LLC
DECREASED
Shares6,518 from 6,959
Change-441 (-6%)
Value$894.9K (-$124.9K)
Filed 2026-10-21
Kesler, Norman & Wride, LLC
INCREASED
Shares6,513 from 5,939
Change+574 (+10%)
Value$894.2K (+$23.9K)
Filed 2026-11-06
Whalen Wealth Management Inc.
DECREASED
Shares6,510 from 8,942
Change-2,432 (-27%)
Value$893.8K (-$416.6K)
Filed 2026-10-08
WealthPLAN Partners, LLC
INCREASED
Shares6,502 from 5,365
Change+1,137 (+21%)
Value$892.7K (+$106.4K)
Filed 2026-10-15
Cypress Wealth Services, LLC
DECREASED
Shares6,502 from 6,601
Change-99 (-1%)
Value$941.3K (-$26.0K)
Filed 2026-10-21
Ping Capital Management, Inc.
INCREASED
Shares6,500 from 4,500
Change+2,000 (+44%)
Value$892.5K (+$233.0K)
Filed 2026-10-13
FAI Advisors, Inc.
DECREASED
Shares6,497 from 6,618
Change-121 (-2%)
Value$892.0K (-$77.8K)
Filed 2026-10-27
Leisure Capital Management
DECREASED
Shares6,491 from 6,820
Change-329 (-5%)
Value$891.2K (-$108.3K)
Filed 2026-11-03
1834 Investment Advisors Co
UNCHANGED
Shares6,490 from 6,490
Change0 (0%)
Value$891.1K (-$60.0K)
Filed 2026-10-16
Roberts Wealth Advisors, LLC
DECREASED
Shares6,488 from 6,499
Change-11 (0%)
Value$890.8K (-$61.6K)
Filed 2026-10-14
Avalon Capital Management
DECREASED
Shares6,485 from 6,678
Change-193 (-3%)
Value$890.4K (-$88.3K)
Filed 2026-11-04
Enterprise Financial Services Corp
DECREASED
Shares6,474 from 6,537
Change-63 (-1%)
Value$888.9K (-$69.1K)
Filed 2026-11-03
Revolve Wealth Partners, LLC
DECREASED
Shares6,450 from 6,651
Change-201 (-3%)
Value$885.6K (-$89.1K)
Filed 2026-10-23
First Affirmative Financial Network
NEW
Shares6,445
Change+6,445
Value$884.9K
Filed 2026-10-21
American Capital Advisory, LLC
DECREASED
Shares6,441 from 7,699
Change-1,258 (-16%)
Value$884.4K (-$243.9K)
Filed 2026-10-28
Creative Financial Designs Inc
INCREASED
Shares6,437 from 6,186
Change+251 (+4%)
Value$883.7K (-$22.8K)
Filed 2026-11-04
Graves Light Lenhart Wealth, Inc.
DECREASED
Shares6,430 from 6,695
Change-265 (-4%)
Value$882.8K (-$98.3K)
Filed 2026-10-09
Ascent Wealth Partners, LLC
DECREASED
Shares6,423 from 40,739
Change-34,316 (-84%)
Value$881.9K (-$5.1M)
Filed 2026-10-23
TBH Global Asset Management, LLC
DECREASED
Shares6,413 from 6,584
Change-171 (-3%)
Value$880.5K (-$84.3K)
Filed 2026-11-03
AMI Investment Management Inc
INCREASED
Shares6,408 from 6,324
Change+84 (+1%)
Value$879.8K (-$47.0K)
Filed 2026-10-27
Newman Dignan & Sheerar, Inc.
DECREASED
Shares6,386 from 6,695
Change-309 (-5%)
Value$876.8K (-$104.4K)
Filed 2026-10-21
Laraway Financial Advisors Inc
DECREASED
Shares6,385 from 6,760
Change-375 (-6%)
Value$876.7K (-$114.0K)
Filed 2026-11-09
Golden Reserve Retirement LLC
INCREASED
Shares6,384 from 3,128
Change+3,256 (+104%)
Value$876.5K (+$418.0K)
Filed 2026-11-02
Arta Finance Wealth Management LLC
DECREASED
Shares6,383 from 7,098
Change-715 (-10%)
Value$873.2K (-$167.1K)
Filed 2026-10-28
Altrius Capital Management Inc
UNCHANGED
Shares6,358 from 6,358
Change0 (0%)
Value$873.0K (-$58.8K)
Filed 2026-11-05
Mizuho Markets Cayman LP
NEW
Shares6,357
Change+6,357
Value$872.8K
Filed 2026-11-09
Elevatus Welath Management
INCREASED
Shares6,342 from 6,070
Change+272 (+4%)
Value$870.8K (-$18.7K)
Filed 2026-10-19
Northside Capital Management, LLC
INCREASED
Shares6,337 from 6,000
Change+337 (+6%)
Value$870.1K (-$9.2K)
Filed 2026-10-13
Motco
INCREASED
Shares6,333 from 5,731
Change+602 (+11%)
Value$869.5K (+$29.6K)
Filed 2026-11-09
Moody Lynn Lieberson & Walker, LLC
DECREASED
Shares6,330 from 8,248
Change-1,918 (-23%)
Value$869.1K (-$339.6K)
Filed 2026-10-14
Three Bridge Wealth Advisors, LLC
DECREASED
Shares6,323 from 6,367
Change-44 (-1%)
Value$868.1K (-$64.9K)
Filed 2026-11-05
American National Bank & Trust
INCREASED
Shares6,318 from 5,874
Change+444 (+8%)
Value$867.5K (+$6.7K)
Filed 2026-10-07
Clarity Wealth Advisors, LLC
INCREASED
Shares6,283 from 5,354
Change+929 (+17%)
Value$862.7K (+$78.1K)
Filed 2026-10-21
Csenge Advisory Group
INCREASED
Shares6,254 from 5,962
Change+292 (+5%)
Value$858.7K (-$15.0K)
Filed 2026-11-04
Triangle Securities Wealth Management
DECREASED
Shares6,232 from 8,240
Change-2,008 (-24%)
Value$855.6K (-$352.0K)
Filed 2026-10-14
Alpha Advisors, LLC
DECREASED
Shares6,232 from 6,376
Change-144 (-2%)
Value$855.6K (-$78.8K)
Filed 2026-10-19
Radnor Capital Management, LLC
DECREASED
Shares6,231 from 6,456
Change-225 (-3%)
Value$855.5K (-$90.6K)
Filed 2026-10-23
Grandfield & Dodd, LLC
DECREASED
Shares6,230 from 6,330
Change-100 (-2%)
Value$855.4K (-$72.3K)
Filed 2026-10-29
Partners Wealth Management, LLC
NEW
Shares6,222
Change+6,222
Value$854.2K
Filed 2026-10-28
McKinley Carter Wealth Services, Inc.
DECREASED
Shares6,204 from 6,390
Change-186 (-3%)
Value$851.8K (-$84.6K)
Filed 2026-10-16
CNB Bank
DECREASED
Shares6,192 from 6,352
Change-160 (-3%)
Value$850.2K (-$80.7K)
Filed 2026-11-09
Tred Avon Family Wealth, LLC
DECREASED
Shares6,191 from 6,267
Change-76 (-1%)
Value$850.0K (-$68.4K)
Filed 2026-10-20
Concord Asset Management, LLC
DECREASED
Shares6,176 from 8,038
Change-1,862 (-23%)
Value$847.9K (-$330.1K)
Filed 2026-11-02
Prescott Group Capital Management, L.L.C.
UNCHANGED
Shares6,176 from 6,176
Change0 (0%)
Value$848.0K (-$57.1K)
Filed 2026-10-30
Mystic Asset Management, Inc.
INCREASED
Shares6,175 from 5,429
Change+746 (+14%)
Value$847.8K (+$52.2K)
Filed 2026-10-15
Earned Wealth Advisors, LLC
INCREASED
Shares6,151 from 5,500
Change+651 (+12%)
Value$844.5K (+$38.5K)
Filed 2026-11-06
Alliance Wealth Advisors, LLC
DECREASED
Shares6,126 from 9,158
Change-3,032 (-33%)
Value$841.2K (-$500.9K)
Filed 2026-10-28
Leeward Financial Partners, LLC
DECREASED
Shares6,124 from 6,126
Change-2 (0%)
Value$840.8K (-$56.9K)
Filed 2026-10-23
McHugh Group, LLC
INCREASED
Shares6,111 from 6,099
Change+12 (+0%)
Value$839.0K (-$54.7K)
Filed 2026-10-19
Strathmore Capital Advisors, Inc.
DECREASED
Shares6,102 from 6,516
Change-414 (-6%)
Value$708.4K (-$119.4K)
Filed 2026-11-09
Garrett Wealth Advisory Group, LLC
INCREASED
Shares6,097 from 5,998
Change+99 (+2%)
Value$837.1K (-$41.9K)
Filed 2026-10-22
LJI Wealth Management, LLC
DECREASED
Shares6,084 from 6,288
Change-204 (-3%)
Value$835.3K (-$86.2K)
Filed 2026-10-28
Werba Rubin Papier Wealth Management
DECREASED
Shares6,074 from 6,159
Change-85 (-1%)
Value$834.0K (-$68.6K)
Filed 2026-11-06
Traynor Capital Management, Inc.
DECREASED
Shares6,048 from 6,119
Change-71 (-1%)
Value$830.4K (-$66.3K)
Filed 2026-10-29
IFG Advisory, LLC
INCREASED
Shares6,042 from 5,664
Change+378 (+7%)
Value$829.6K (-$451)
Filed 2026-11-09
Beaton Management Co. Inc.
DECREASED
Shares6,014 from 6,679
Change-665 (-10%)
Value$826 (-$978.2K)
Filed 2026-11-09
Karras Company, Inc.
DECREASED
Shares5,995 from 6,036
Change-41 (-1%)
Value$823.1K (-$61.6K)
Filed 2026-10-16
Greatmark Investment Partners, Inc.
INCREASED
Shares5,976 from 5,776
Change+200 (+3%)
Value$820.5K (-$26.0K)
Filed 2026-10-28
Capital Investment Advisory Services, LLC
DECREASED
Shares5,969 from 7,231
Change-1,262 (-17%)
Value$819.1K (-$240.6K)
Filed 2026-10-30
Nixon Peabody Trust Co
DECREASED
Shares5,962 from 5,966
Change-4 (0%)
Value$818.6K (-$55.7K)
Filed 2026-10-23
TSG Advice Partners, LLC
NEW
Shares5,945
Change+5,945
Value$871.2K
Filed 2026-10-29
Regatta Capital Group, LLC
INCREASED
Shares5,926 from 5,788
Change+138 (+2%)
Value$813.7K (-$34.6K)
Filed 2026-10-23
First National Bank & Trust Co of Newtown
UNCHANGED
Shares5,908 from 5,908
Change0 (0%)
Value$772.0K (+$4.7K)
Filed 2026-11-09
D'Orazio & Associates, Inc.
DECREASED
Shares5,873 from 6,051
Change-178 (-3%)
Value$806.4K (-$80.4K)
Filed 2026-11-04
Unique Wealth Strategies, LLC
UNCHANGED
Shares5,853 from 5,853
Change0 (0%)
Value$857.8K ($0)
Filed 2026-10-13
Investment Partners Asset Management, Inc.
DECREASED
Shares5,845 from 5,884
Change-39 (-1%)
Value$802.5K (-$59.8K)
Filed 2026-10-09
WealthCare Asset Management, LLC
DECREASED
Shares5,820 from 6,912
Change-1,092 (-16%)
Value$799.1K (-$213.9K)
Filed 2026-10-26
Tlwm
DECREASED
Shares5,812 from 6,027
Change-215 (-4%)
Value$798.0K (-$85.3K)
Filed 2026-10-09
Richwood Investment Advisors, LLC
UNCHANGED
Shares5,810 from 5,810
Change0 (0%)
Value$797.7K (-$53.7K)
Filed 2026-10-30
Meriwether Wealth & Planning, LLC
DECREASED
Shares5,801 from 5,919
Change-118 (-2%)
Value$796.5K (-$71.0K)
Filed 2026-10-13
Certified Advisory Corp
INCREASED
Shares5,801 from 5,748
Change+53 (+1%)
Value$796.5K (-$45.9K)
Filed 2026-10-29
Professional Advisory Services Inc
DECREASED
Shares5,800 from 5,804
Change-4 (0%)
Value$796 (-$55)
Filed 2026-10-08
Tctc Holdings, LLC
INCREASED
Shares5,787 from 5,594
Change+193 (+3%)
Value$794.6K (-$25.2K)
Filed 2026-11-02
Walker Asset Management, LLC
INCREASED
Shares5,785 from 5,578
Change+207 (+4%)
Value$794.3K (-$23.2K)
Filed 2026-10-13
Barton Investment Management
UNCHANGED
Shares5,785 from 5,785
Change0 (0%)
Value$794.3K (-$53.5K)
Filed 2026-10-27
Northwest Wealth Management, LLC
INCREASED
Shares5,778 from 3,372
Change+2,406 (+71%)
Value$793.3K (+$299.1K)
Filed 2026-10-30
Davidson Trust Co
DECREASED
Shares5,770 from 5,919
Change-149 (-3%)
Value$792.2K (-$75.2K)
Filed 2026-10-09
Folger Nolan Fleming Douglas Capital Management, Inc
DECREASED
Shares5,765 from 5,795
Change-30 (-1%)
Value$791.6K (-$57.7K)
Filed 2026-10-13
Anchor Capital Advisors LLC
UNCHANGED
Shares5,750 from 5,750
Change0 (0%)
Value$789.5K (-$53.2K)
Filed 2026-11-05
Guidance Capital, Inc
DECREASED
Shares5,740 from 5,957
Change-217 (-4%)
Value$684.4K (-$55.5K)
Filed 2026-11-03
Duncker Streett & Co Inc
DECREASED
Shares5,727 from 5,797
Change-70 (-1%)
Value$786.3K (-$63.2K)
Filed 2026-10-27
Investors Asset Management of Georgia Inc
INCREASED
Shares5,725 from 5,175
Change+550 (+11%)
Value$786.0K (+$27.6K)
Filed 2026-10-20
Quantum Financial Advisors, LLC
INCREASED
Shares5,721 from 5,544
Change+177 (+3%)
Value$785.5K (-$27.0K)
Filed 2026-11-03
Childress Capital Advisors, LLC
DECREASED
Shares5,713 from 6,454
Change-741 (-11%)
Value$784.3K (-$161.5K)
Filed 2026-10-28
Winthrop Advisory Group LLC
INCREASED
Shares5,705 from 5,546
Change+159 (+3%)
Value$783.3K (-$29.4K)
Filed 2026-10-22
WPG Advisers, LLC
INCREASED
Shares5,686 from 2,721
Change+2,965 (+109%)
Value$780.7K (+$381.9K)
Filed 2026-10-27
Peregrine Asset Advisers, Inc.
DECREASED
Shares5,663 from 5,935
Change-272 (-5%)
Value$777.5K (-$92.2K)
Filed 2026-11-09
Exchange Bank
DECREASED
Shares5,659 from 5,733
Change-74 (-1%)
Value$777.0K (-$63.2K)
Filed 2026-10-07
Register Financial Advisors LLC
INCREASED
Shares5,658 from 5,541
Change+117 (+2%)
Value$776.9K (-$35.2K)
Filed 2026-10-23
Trust Co of the South
DECREASED
Shares5,652 from 5,731
Change-79 (-1%)
Value$776.0K (-$63.9K)
Filed 2026-10-21
Versant Capital Management, Inc
DECREASED
Shares5,609 from 6,388
Change-779 (-12%)
Value$770.1K (-$166.0K)
Filed 2026-10-02
Leslie Global Wealth, LLC
DECREASED
Shares5,597 from 5,904
Change-307 (-5%)
Value$768.5K (-$96.8K)
Filed 2026-10-26
Burton Enright Welch
INCREASED
Shares5,587 from 4,596
Change+991 (+22%)
Value$767.1K (+$93.5K)
Filed 2026-11-04
Fiscal Wisdom Wealth Management, LLC
INCREASED
Shares5,586 from 5,583
Change+3 (+0%)
Value$767.0K (-$51.3K)
Filed 2026-10-16
Macroview Investment Management LLC
INCREASED
Shares5,578 from 5,481
Change+97 (+2%)
Value$765.8K (-$37.5K)
Filed 2026-10-26
TruNorth Capital Management, LLC
INCREASED
Shares5,577 from 5,525
Change+52 (+1%)
Value$765.7K (-$44.0K)
Filed 2026-10-14
Insight 2811, Inc.
INCREASED
Shares5,560 from 5,554
Change+6 (+0%)
Value$763.3K (-$50.5K)
Filed 2026-11-06
TTP Investments, Inc.
INCREASED
Shares5,554 from 5,532
Change+22 (+0%)
Value$762.6K (-$48.1K)
Filed 2026-10-30
SeaCrest Wealth Management, LLC
INCREASED
Shares5,553 from 5,528
Change+25 (+0%)
Value$762.4K (-$47.7K)
Filed 2026-10-21
Studio Investment Management LLC
INCREASED
Shares5,528 from 4,989
Change+539 (+11%)
Value$759.0K (+$27.9K)
Filed 2026-10-22
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares5,527 from 3,459
Change+2,068 (+60%)
Value$758.9K (+$252.0K)
Filed 2026-10-14
Tandem Investment Partners LLC
DECREASED
Shares5,525 from 5,655
Change-130 (-2%)
Value$758.6K (-$70.2K)
Filed 2026-10-16
Beacon Financial Advisory LLC
INCREASED
Shares5,524 from 5,308
Change+216 (+4%)
Value$758.4K (-$19.5K)
Filed 2026-10-16
Quantum Private Wealth, LLC
DECREASED
Shares5,520 from 5,546
Change-26 (0%)
Value$757.8K (-$54.9K)
Filed 2026-10-20
Atticus Wealth Management, LLC
INCREASED
Shares5,517 from 5,388
Change+129 (+2%)
Value$757.4K (-$32.2K)
Filed 2026-10-20
Tortuga Wealth Management, Inc
INCREASED
Shares5,513 from 3,873
Change+1,640 (+42%)
Value$757.3K (+$189.8K)
Filed 2026-10-27
Stockman Wealth Management, Inc.
UNCHANGED
Shares5,504 from 5,504
Change0 (0%)
Value$755.7K (-$50.9K)
Filed 2026-10-27
Bowen Hanes & Co Inc
DECREASED
Shares5,470 from 6,680
Change-1,210 (-18%)
Value$751.0K (-$231.7K)
Filed 2026-11-09
NBH Bank
INCREASED
Shares5,467 from 5,351
Change+116 (+2%)
Value$750.6K (-$33.6K)
Filed 2026-11-05
L. Roy Papp & Associates, LLP
UNCHANGED
Shares5,460 from 5,460
Change0 (0%)
Value$749.7K (-$50.5K)
Filed 2026-10-21
Plante Moran Financial Advisors, LLC
INCREASED
Shares5,456 from 4,318
Change+1,138 (+26%)
Value$749.1K (+$116.3K)
Filed 2026-11-04
Boyd Wealth Management, LLC
INCREASED
Shares5,433 from 5,363
Change+70 (+1%)
Value$746.0K (-$40.0K)
Filed 2026-10-20
SBK Financial, Inc.
UNCHANGED
Shares5,400 from 5,400
Change0 (0%)
Value$741.4K (-$50.0K)
Filed 2026-11-02
Whitener Capital Management, Inc.
INCREASED
Shares5,365 from 5,149
Change+216 (+4%)
Value$736.6K (-$18.0K)
Filed 2026-10-15
Focused Wealth Management, Inc
INCREASED
Shares5,356 from 4,381
Change+975 (+22%)
Value$735.3K (+$93.3K)
Filed 2026-10-30
Silver OAK Securities, Incorporated
DECREASED
Shares5,350 from 7,155
Change-1,805 (-25%)
Value$621.2K (-$427.3K)
Filed 2026-11-09
Rinkey Investments
UNCHANGED
Shares5,325 from 5,325
Change0 (0%)
Value$731.1K (-$49.3K)
Filed 2026-10-28
Advisory Solutions Group, LLC
INCREASED
Shares5,321 from 3,410
Change+1,911 (+56%)
Value$730.6K (+$230.8K)
Filed 2026-10-14
Brucke Financial, Inc.
DECREASED
Shares5,314 from 5,390
Change-76 (-1%)
Value$729.5K (-$60.3K)
Filed 2026-10-23
Income Insurance Ltd
UNCHANGED
Shares5,297 from 5,297
Change0 (0%)
Value$727.3K (-$49.0K)
Filed 2026-10-21
Kestra Investment Management, LLC
DECREASED
Shares5,278 from 9,371
Change-4,093 (-44%)
Value$724.7K (-$648.6K)
Filed 2026-11-04
Alhambra Investment Management LLC
INCREASED
Shares5,278 from 5,193
Change+85 (+2%)
Value$724.7K (-$36.4K)
Filed 2026-10-15
Globalt Investments LLC / GA
DECREASED
Shares5,274 from 23,907
Change-18,633 (-78%)
Value$724.1K (-$2.8M)
Filed 2026-10-27
Shum Financial Group, Inc.
INCREASED
Shares5,274 from 5,225
Change+49 (+1%)
Value$724.1K (-$41.6K)
Filed 2026-10-13
PW Nova Financial Services LLC
DECREASED
Shares5,270 from 9,356
Change-4,086 (-44%)
Value$723.5K (-$647.5K)
Filed 2026-10-15
Allegheny Financial Group
INCREASED
Shares5,269 from 5,224
Change+45 (+1%)
Value$723.5K (-$42.2K)
Filed 2026-11-05
Clark Financial Services Group Inc
INCREASED
Shares5,267 from 4,722
Change+545 (+12%)
Value$723.2K (+$31.2K)
Filed 2026-10-19
E&G Advisors, LLC
INCREASED
Shares5,259 from 4,284
Change+975 (+23%)
Value$722.1K (+$94.2K)
Filed 2026-10-13
Argentarii, LLC
INCREASED
Shares5,259 from 5,149
Change+110 (+2%)
Value$722.1K (-$27.0K)
Filed 2026-10-28
JTC Employer Solutions Trustee Ltd
INCREASED
Shares5,242 from 5,237
Change+5 (+0%)
Value$721 (-$768.3K)
Filed 2026-11-09
Advisory Advocates, LLC
INCREASED
Shares5,238 from 4,377
Change+861 (+20%)
Value$719.1K (+$77.7K)
Filed 2026-11-05
Potentia Wealth
UNCHANGED
Shares5,220 from 5,220
Change0 (0%)
Value$716.7K (-$48.3K)
Filed 2026-11-09
Plimoth Trust Co LLC
INCREASED
Shares5,214 from 4,660
Change+554 (+12%)
Value$715.9K (+$33.0K)
Filed 2026-10-26
Banque Pictet & CIE SA
DECREASED
Shares5,205 from 5,322
Change-117 (-2%)
Value$714.6K (-$65.3K)
Filed 2026-10-16
Herold Advisors, Inc.
DECREASED
Shares5,203 from 5,301
Change-98 (-2%)
Value$714.3K (-$62.7K)
Filed 2026-10-19
Willow Creek Wealth Management Inc.
INCREASED
Shares5,202 from 5,065
Change+137 (+3%)
Value$714.2K (-$28.0K)
Filed 2026-10-26
Archford Capital Strategies, LLC
INCREASED
Shares5,200 from 4,881
Change+319 (+7%)
Value$714.0K (-$1.4K)
Filed 2026-10-19
Evanson Financial, LLC
DECREASED
Shares5,200 from 5,399
Change-199 (-4%)
Value$714.0K (-$77.2K)
Filed 2026-10-23
Veratis Advisors, Inc.
INCREASED
Shares5,197 from 4,747
Change+450 (+9%)
Value$713.5K (+$17.9K)
Filed 2026-11-03
Arcataur Capital Management LLC
UNCHANGED
Shares5,187 from 5,187
Change0 (0%)
Value$712.2K (-$48.0K)
Filed 2026-10-21
Snider Financial Group
UNCHANGED
Shares5,163 from 5,163
Change0 (0%)
Value$708.9K (-$47.8K)
Filed 2026-10-16
Outlook Wealth Advisors, LLC
DECREASED
Shares5,143 from 5,560
Change-417 (-7%)
Value$706.2K (-$108.6K)
Filed 2026-10-28
DeDora Capital, Inc.
DECREASED
Shares5,127 from 5,491
Change-364 (-7%)
Value$704.0K (-$100.8K)
Filed 2026-10-26
Occidental Asset Management, LLC
DECREASED
Shares5,114 from 6,329
Change-1,215 (-19%)
Value$702.2K (-$225.4K)
Filed 2026-11-05
Prentice Wealth Management LLC
DECREASED
Shares5,114 from 5,224
Change-110 (-2%)
Value$702.2K (-$63.4K)
Filed 2026-10-20
Global Trust Asset Management, LLC
DECREASED
Shares5,099 from 5,199
Change-100 (-2%)
Value$700.0K (-$61.8K)
Filed 2026-10-19
Trek Financial, LLC
DECREASED
Shares5,095 from 5,180
Change-85 (-2%)
Value$699.5K (-$59.6K)
Filed 2026-10-29
BLB&B Advisors, LLC
INCREASED
Shares5,069 from 5,037
Change+32 (+1%)
Value$696.0K (-$42.2K)
Filed 2026-10-27
Carter Financial Group, Inc.
DECREASED
Shares5,066 from 5,113
Change-47 (-1%)
Value$695.6K (-$53.7K)
Filed 2026-10-21
Brady Martz Wealth Solutions, LLC
DECREASED
Shares5,051 from 10,086
Change-5,035 (-50%)
Value$693.5K (-$784.6K)
Filed 2026-11-05
Prairiewood Capital, LLC
UNCHANGED
Shares5,048 from 5,048
Change0 (0%)
Value$693.1K (-$46.7K)
Filed 2026-10-16
Swiss RE LTD
INCREASED
Shares5,035 from 3,065
Change+1,970 (+64%)
Value$691.3K (+$242.1K)
Filed 2026-11-06
MFA Wealth Services
DECREASED
Shares5,035 from 5,128
Change-93 (-2%)
Value$691.3K (-$60.1K)
Filed 2026-10-14
SmartHarvest Portfolios, LLC
DECREASED
Shares5,026 from 7,092
Change-2,066 (-29%)
Value$690.1K (-$349.2K)
Filed 2026-10-26
Mine & Arao Wealth Creation & Management, Llc.
INCREASED
Shares5,023 from 5,011
Change+12 (+0%)
Value$689.7K (-$44.6K)
Filed 2026-10-29
Ipswich Investment Management Co., Inc.
DECREASED
Shares5,011 from 5,671
Change-660 (-12%)
Value$687.9K (-$143.1K)
Filed 2026-10-13
Lyell Wealth Management, LP
INCREASED
Shares5,008 from 4,682
Change+326 (+7%)
Value$687.6K (+$1.5K)
Filed 2026-10-30
Roof Eidam Maycock Peralta, LLC
UNCHANGED
Shares5,007 from 5,007
Change0 (0%)
Value$687.5K (-$46.3K)
Filed 2026-10-15
Gray Private Wealth, LLC
DECREASED
Shares5,003 from 5,029
Change-26 (-1%)
Value$686.8K (-$50.2K)
Filed 2026-10-28
Warren Street Wealth Advisors, LLC
DECREASED
Shares4,980 from 5,130
Change-150 (-3%)
Value$683.8K (-$68.0K)
Filed 2026-11-04
Appleton Partners Inc
DECREASED
Shares4,979 from 5,016
Change-37 (-1%)
Value$684 (-$734.3K)
Filed 2026-10-30
Cullen Investment Group, Ltd.
DECREASED
Shares4,977 from 5,154
Change-177 (-3%)
Value$683.8K (-$71.5K)
Filed 2026-10-13
Morey & Quinn Wealth Partners, LLC
INCREASED
Shares4,964 from 4,944
Change+20 (+0%)
Value$681.6K (-$43.0K)
Filed 2026-10-28
Asahi Life Asset Management Co., Ltd.
INCREASED
Shares4,958 from 3,704
Change+1,254 (+34%)
Value$680.7K (+$137.9K)
Filed 2026-11-06
Jamison Private Wealth Management, Inc.
INCREASED
Shares4,956 from 4,222
Change+734 (+17%)
Value$680.4K (+$61.7K)
Filed 2026-10-14
Northbridge Financial Group, LLC
INCREASED
Shares4,951 from 4,122
Change+829 (+20%)
Value$716.8K (+$112.7K)
Filed 2026-11-05
Cardiff Park Advisors, LLC
INCREASED
Shares4,918 from 4,916
Change+2 (+0%)
Value$675.3K (-$45.2K)
Filed 2026-11-09
Mainsail Asset Management, LLC
INCREASED
Shares4,917 from 3,700
Change+1,217 (+33%)
Value$711.8K (+$244.1K)
Filed 2026-10-14
New Covenant Trust Company, N.A.
INCREASED
Shares4,901 from 4,289
Change+612 (+14%)
Value$672.9K (+$44.4K)
Filed 2026-10-08
Cromwell Holdings LLC
DECREASED
Shares4,888 from 5,391
Change-503 (-9%)
Value$671.1K (-$118.9K)
Filed 2026-10-28
Intrua Financial, LLC
DECREASED
Shares4,871 from 4,879
Change-8 (0%)
Value$668.7K (-$46.3K)
Filed 2026-10-28
4J Wealth Management LLC
UNCHANGED
Shares4,868 from 4,868
Change0 (0%)
Value$668.4K (-$45.0K)
Filed 2026-11-02
Birch Financial Group, LLC
INCREASED
Shares4,845 from 4,085
Change+760 (+19%)
Value$665.2K (+$66.5K)
Filed 2026-10-27
San Luis Wealth Advisors LLC
DECREASED
Shares4,842 from 5,141
Change-299 (-6%)
Value$664.8K (-$88.6K)
Filed 2026-10-27
Raleigh Capital Management Inc.
INCREASED
Shares4,829 from 4,823
Change+6 (+0%)
Value$663.0K (-$43.9K)
Filed 2026-10-28
Arsenal Capital Advisors LLC
DECREASED
Shares4,826 from 5,534
Change-708 (-13%)
Value$662.7K (-$148.4K)
Filed 2026-11-02
Lodestar Private Asset Management LLC
UNCHANGED
Shares4,825 from 4,825
Change0 (0%)
Value$662.5K (-$44.6K)
Filed 2026-10-26
Fell Capital Management
DECREASED
Shares4,816 from 5,141
Change-325 (-6%)
Value$661.2K (-$92.2K)
Filed 2026-10-09
Lynx Investment Advisory
INCREASED
Shares4,814 from 4,809
Change+5 (+0%)
Value$661.0K (-$43.8K)
Filed 2026-10-27
Patrick M Sweeney & Associates, Inc
DECREASED
Shares4,811 from 4,835
Change-24 (0%)
Value$660.5K (-$48.0K)
Filed 2026-10-22
Provident Living Financial Services, Inc.
INCREASED
Shares4,808 from 3,807
Change+1,001 (+26%)
Value$628.3K (+$70.4K)
Filed 2026-11-03
Riverbridge Partners LLC
DECREASED
Shares4,800 from 13,685
Change-8,885 (-65%)
Value$659.0K (-$1.3M)
Filed 2026-11-05
Samalin Investment Counsel, LLC
INCREASED
Shares4,794 from 4,634
Change+160 (+3%)
Value$658.3K (-$20.8K)
Filed 2026-10-23
Element Pointe Advisors, LLC
UNCHANGED
Shares4,785 from 4,785
Change0 (0%)
Value$657.0K (-$44.3K)
Filed 2026-10-21
Cpwa, LLC
INCREASED
Shares4,780 from 2,054
Change+2,726 (+133%)
Value$656.7K (+$355.7K)
Filed 2026-11-04
TMB Capital Partners, LLC
INCREASED
Shares4,772 from 4,672
Change+100 (+2%)
Value$655.2K (-$29.5K)
Filed 2026-10-20
Fortem Financial Group, LLC
DECREASED
Shares4,764 from 5,414
Change-650 (-12%)
Value$654.2K (-$139.3K)
Filed 2026-10-20
True North Advisors, LLC
DECREASED
Shares4,748 from 6,112
Change-1,364 (-22%)
Value$652.0K (-$243.7K)
Filed 2026-10-22
Salvus Wealth Management, LLC
DECREASED
Shares4,739 from 5,034
Change-295 (-6%)
Value$650.7K (-$87.1K)
Filed 2026-10-13
Diligent Investors, LLC
DECREASED
Shares4,732 from 5,201
Change-469 (-9%)
Value$649.8K (-$112.5K)
Filed 2026-10-21
Bank of New Hampshire
DECREASED
Shares4,726 from 10,692
Change-5,966 (-56%)
Value$648.9K (-$918.0K)
Filed 2026-10-06
Columbia Bank
INCREASED
Shares4,726 from 4,315
Change+411 (+10%)
Value$648.9K (+$16.5K)
Filed 2026-10-29
Alpha Family Trust
UNCHANGED
Shares4,720 from 4,720
Change0 (0%)
Value$691.7K ($0)
Filed 2026-11-04
Atlas Capital Advisors Inc.
UNCHANGED
Shares4,717 from 4,717
Change0 (0%)
Value$4.9K (-$686.4K)
Filed 2026-11-09
Essential Partners LLC
INCREASED
Shares4,716 from 1,107
Change+3,609 (+326%)
Value$647.5K (+$485.3K)
Filed 2026-10-14
LVM Capital Management LTD
DECREASED
Shares4,702 from 5,011
Change-309 (-6%)
Value$645.6K (+$644.9K)
Filed 2026-10-20
Ifrah Financial Services, Inc.
DECREASED
Shares4,701 from 7,557
Change-2,856 (-38%)
Value$645.4K (-$462.0K)
Filed 2026-10-13
Optima Capital LLC
DECREASED
Shares4,699 from 10,024
Change-5,325 (-53%)
Value$645.2K (-$823.9K)
Filed 2026-10-29
Emprise Bank
UNCHANGED
Shares4,682 from 4,682
Change0 (0%)
Value$642.8K (-$43.3K)
Filed 2026-10-07
Phoenix Wealth Advisors
INCREASED
Shares4,664 from 4,208
Change+456 (+11%)
Value$640.4K (+$23.8K)
Filed 2026-11-03
Avail Investment Partners, LLC
INCREASED
Shares4,643 from 3,339
Change+1,304 (+39%)
Value$637.5K (+$148.1K)
Filed 2026-10-16
Ignite Planners, LLC
INCREASED
Shares4,641 from 4,276
Change+365 (+9%)
Value$641.9K (+$14.9K)
Filed 2026-10-14
Total Clarity Wealth Management, Inc.
DECREASED
Shares4,631 from 5,595
Change-964 (-17%)
Value$635.8K (-$184.1K)
Filed 2026-10-26
Bank & Trust Co
UNCHANGED
Shares4,626 from 4,626
Change0 (0%)
Value$635.2K (-$42.8K)
Filed 2026-10-07
Integrity Advisory Solutions, LLC
INCREASED
Shares4,625 from 4,303
Change+322 (+7%)
Value$635.1K (+$4.4K)
Filed 2026-10-29
Waterfront Wealth Inc.
INCREASED
Shares4,624 from 3,667
Change+957 (+26%)
Value$605.7K (+$90.1K)
Filed 2026-11-03
R Squared Ltd
DECREASED
Shares4,619 from 5,684
Change-1,065 (-19%)
Value$634.2K (-$198.8K)
Filed 2026-11-06
Middleton & Co Inc
DECREASED
Shares4,610 from 4,800
Change-190 (-4%)
Value$633.0K (-$70.5K)
Filed 2026-10-23
ICW Investment Advisors LLC
DECREASED
Shares4,608 from 4,904
Change-296 (-6%)
Value$632.8K (-$85.8K)
Filed 2026-10-27
Falcon Wealth Planning
INCREASED
Shares4,605 from 4,589
Change+16 (+0%)
Value$632.3K (-$40.3K)
Filed 2026-11-06
Junk Investment Group, LLC
INCREASED
Shares4,587 from 4,576
Change+11 (+0%)
Value$629.8K (-$40.8K)
Filed 2026-10-19
Woodard & Co Asset Management Group Inc
DECREASED
Shares4,583 from 4,669
Change-86 (-2%)
Value$629.2K (-$55.0K)
Filed 2026-11-03
First Command Advisory Services, Inc.
INCREASED
Shares4,580 from 4,221
Change+359 (+9%)
Value$628.8K (+$10.2K)
Filed 2026-11-05
Five Oceans Advisors
DECREASED
Shares4,580 from 4,929
Change-349 (-7%)
Value$628.8K (-$93.5K)
Filed 2026-10-22
BlueSky Wealth Advisors, LLC
INCREASED
Shares4,566 from 3,764
Change+802 (+21%)
Value$627.0K (+$75.3K)
Filed 2026-10-29
Burns J W & Co Inc
DECREASED
Shares4,564 from 4,746
Change-182 (-4%)
Value$626.6K (-$68.9K)
Filed 2026-10-20
GS Investments, Inc.
DECREASED
Shares4,560 from 4,615
Change-55 (-1%)
Value$626.1K (-$50.2K)
Filed 2026-11-05
Elser Financial Planning, Inc
DECREASED
Shares4,549 from 4,571
Change-22 (0%)
Value$624.6K (-$45.3K)
Filed 2026-10-16
Orser Capital Management, LLC
DECREASED
Shares4,547 from 4,930
Change-383 (-8%)
Value$624.3K (-$98.2K)
Filed 2026-10-13
Lodestone Wealth Management LLC
DECREASED
Shares4,544 from 5,211
Change-667 (-13%)
Value$623.9K (-$139.8K)
Filed 2026-10-14
Wisconsin Wealth Advisors, LLC
INCREASED
Shares4,540 from 4,507
Change+33 (+1%)
Value$623.3K (-$37.2K)
Filed 2026-10-08
Financial Perspectives, Inc
UNCHANGED
Shares4,533 from 4,533
Change0 (0%)
Value$622.4K (-$41.9K)
Filed 2026-11-03
Pekin Hardy Strauss, Inc.
INCREASED
Shares4,530 from 1,955
Change+2,575 (+132%)
Value$622.0K (+$335.5K)
Filed 2026-11-02
Prevail Innovative Wealth Advisors, LLC
INCREASED
Shares4,525 from 1,602
Change+2,923 (+182%)
Value$649.6K (+$414.8K)
Filed 2026-10-20
Vista Investment Partners LLC
DECREASED
Shares4,494 from 4,518
Change-24 (-1%)
Value$617.0K (-$45.1K)
Filed 2026-10-08
Arista Wealth Management, LLC
DECREASED
Shares4,488 from 6,447
Change-1,959 (-30%)
Value$616.2K (-$328.6K)
Filed 2026-10-29
Southern Capital Advisors, LLC
INCREASED
Shares4,480 from 4,463
Change+17 (+0%)
Value$615.1K (-$38.9K)
Filed 2026-10-26
McLean Asset Management Corp
DECREASED
Shares4,468 from 4,918
Change-450 (-9%)
Value$514.5K (-$124.3K)
Filed 2026-11-06
Sunpointe, LLC
DECREASED
Shares4,465 from 11,001
Change-6,536 (-59%)
Value$613.1K (-$999.1K)
Filed 2026-10-22
Auxano Advisors, LLC
DECREASED
Shares4,443 from 4,838
Change-395 (-8%)
Value$610.0K (-$99.0K)
Filed 2026-11-06
Signature Resources Capital Management, LLC
INCREASED
Shares4,438 from 4,419
Change+19 (+0%)
Value$609.3K (-$38.4K)
Filed 2026-10-16
Ballast, Inc.
UNCHANGED
Shares4,426 from 4,426
Change0 (0%)
Value$607.7K (-$40.9K)
Filed 2026-10-20
Diversified Management Inc
DECREASED
Shares4,419 from 4,907
Change-488 (-10%)
Value$606.8K (-$112.3K)
Filed 2026-10-08
Canopy Partners, LLC
DECREASED
Shares4,410 from 4,754
Change-344 (-7%)
Value$605.5K (-$91.2K)
Filed 2026-10-28
Sunbeam Capital Management, LLC
DECREASED
Shares4,398 from 4,678
Change-280 (-6%)
Value$603.8K (-$81.7K)
Filed 2026-11-05
Heartwood Wealth Advisors LLC
DECREASED
Shares4,394 from 4,405
Change-11 (0%)
Value$603.3K (-$42.3K)
Filed 2026-10-05
Norris Perne & French LLP
INCREASED
Shares4,393 from 4,388
Change+5 (+0%)
Value$603.2K (-$39.9K)
Filed 2026-10-23
Gilpin Wealth Management, LLC
INCREASED
Shares4,385 from 4,238
Change+147 (+3%)
Value$602.1K (-$19.0K)
Filed 2026-10-09
Eagle Wealth Strategies LLC
DECREASED
Shares4,384 from 4,495
Change-111 (-2%)
Value$602.0K (-$56.7K)
Filed 2026-10-20
Affiance Financial, LLC
INCREASED
Shares4,368 from 4,349
Change+19 (+0%)
Value$599.7K (-$37.7K)
Filed 2026-10-15
Rosenberg Matthew Hamilton
INCREASED
Shares4,350 from 4,262
Change+88 (+2%)
Value$597.3K (-$27.3K)
Filed 2026-10-05
Crumly & Associates Inc.
INCREASED
Shares4,342 from 3,278
Change+1,064 (+32%)
Value$596.2K (+$115.8K)
Filed 2026-10-07
Flynn Zito Capital Management, LLC
INCREASED
Shares4,335 from 4,277
Change+58 (+1%)
Value$595.3K (-$31.6K)
Filed 2026-11-04
Opal Wealth Advisors, LLC
DECREASED
Shares4,330 from 4,377
Change-47 (-1%)
Value$594.5K (-$46.9K)
Filed 2026-10-16
Aurora Private Wealth, Inc.
INCREASED
Shares4,327 from 2,152
Change+2,175 (+101%)
Value$594 (-$314.4K)
Filed 2026-10-20
Bernardo Wealth Planning LLC
INCREASED
Shares4,322 from 1,984
Change+2,338 (+118%)
Value$593.4K (+$302.7K)
Filed 2026-10-23
BAR Harbor Wealth Management
DECREASED
Shares4,319 from 4,577
Change-258 (-6%)
Value$593.0K (-$77.8K)
Filed 2026-10-21
Ascentis Wealth Management, LLC
INCREASED
Shares4,307 from 3,966
Change+341 (+9%)
Value$591.3K (+$10.1K)
Filed 2026-11-03
Trilogy Capital Inc.
INCREASED
Shares4,301 from 3,930
Change+371 (+9%)
Value$590.5K (+$14.6K)
Filed 2026-10-20
Global Assets Advisory, LLC
INCREASED
Shares4,296 from 3,739
Change+557 (+15%)
Value$617.1K (+$79.0K)
Filed 2026-10-28
Bellwether Advisors, LLC
DECREASED
Shares4,294 from 4,326
Change-32 (-1%)
Value$589.6K (-$44.4K)
Filed 2026-11-09
Schneider Downs Wealth Management Advisors, LP
INCREASED
Shares4,293 from 3,721
Change+572 (+15%)
Value$589.5K (+$44.2K)
Filed 2026-10-27
Sound Income Strategies, LLC
DECREASED
Shares4,293 from 4,768
Change-475 (-10%)
Value$582.6K (-$116.2K)
Filed 2026-10-09
Strategic Advisors LLC
DECREASED
Shares4,292 from 4,789
Change-497 (-10%)
Value$589.4K (-$112.5K)
Filed 2026-10-13
Patton Albertson Miller Group, LLC
DECREASED
Shares4,289 from 4,329
Change-40 (-1%)
Value$588.9K (-$45.5K)
Filed 2026-10-26
Lecap Asset Management LTD
NEW
Shares4,281
Change+4,281
Value$587.8K
Filed 2026-10-27
Compass Ion Advisors, LLC
INCREASED
Shares4,270 from 3,899
Change+371 (+10%)
Value$586.3K (+$14.9K)
Filed 2026-10-23
Fortis Capital Advisors, LLC
DECREASED
Shares4,265 from 6,914
Change-2,649 (-38%)
Value$585.6K (-$427.7K)
Filed 2026-11-09
Armbruster Capital Management, Inc.
DECREASED
Shares4,264 from 4,390
Change-126 (-3%)
Value$585.4K (-$57.9K)
Filed 2026-10-19
Syntax Research, Inc.
INCREASED
Shares4,256 from 3,200
Change+1,056 (+33%)
Value$584.3K (+$115.4K)
Filed 2026-11-04
Brown, Lisle Ings, Inc.
DECREASED
Shares4,254 from 4,464
Change-210 (-5%)
Value$584.1K (-$70.1K)
Filed 2026-10-16
Defined Wealth Management, LLC
INCREASED
Shares4,241 from 4,215
Change+26 (+1%)
Value$582.3K (-$35.4K)
Filed 2026-10-19
Rossby Financial, LCC
DECREASED
Shares4,240 from 4,626
Change-386 (-8%)
Value$582.2K (-$95.8K)
Filed 2026-11-05
Wealth Effects LLC
DECREASED
Shares4,230 from 6,005
Change-1,775 (-30%)
Value$580.8K (-$299.2K)
Filed 2026-10-23
GK Wealth Management LLC
DECREASED
Shares4,225 from 4,801
Change-576 (-12%)
Value$580.1K (-$123.6K)
Filed 2026-10-09
Ironwood Financial, llc
INCREASED
Shares4,212 from 4,209
Change+3 (+0%)
Value$578.3K (+$24.7K)
Filed 2026-10-20
Onyx Financial Advisors, LLC
INCREASED
Shares4,201 from 4,183
Change+18 (+0%)
Value$576.7K (-$36.3K)
Filed 2026-10-21
Comprehensive Financial Consultants Institutional, Inc.
UNCHANGED
Shares4,199 from 4,199
Change0 (0%)
Value$576.5K (-$38.8K)
Filed 2026-10-15
S.A. Mason LLC
INCREASED
Shares4,196 from 4,166
Change+30 (+1%)
Value$576.1K (-$34.4K)
Filed 2026-10-13
Florida Financial Advisors, LLC
DECREASED
Shares4,192 from 5,232
Change-1,040 (-20%)
Value$575.6K (-$191.6K)
Filed 2026-11-09
Meramec Financial Planners, LLC
INCREASED
Shares4,190 from 4,166
Change+24 (+1%)
Value$486.5K (-$13.0K)
Filed 2026-11-09
Orca Wealth Management, LLC
INCREASED
Shares4,184 from 4,150
Change+34 (+1%)
Value$574.4K (-$33.7K)
Filed 2026-10-14
Beacon Capital Management, LLC
INCREASED
Shares4,181 from 4,046
Change+135 (+3%)
Value$574.1K (-$18.8K)
Filed 2026-10-23
Piedmont Capital Management, LLC
INCREASED
Shares4,174 from 4,165
Change+9 (+0%)
Value$573.1K (-$37.3K)
Filed 2026-10-21
Wellington Grp LLC
DECREASED
Shares4,168 from 22,036
Change-17,868 (-81%)
Value$572.3K (-$2.7M)
Filed 2026-11-06
ADE, LLC
INCREASED
Shares4,166 from 4,159
Change+7 (+0%)
Value$572.0K (-$37.5K)
Filed 2026-10-29
SJS Investment Consulting Inc.
INCREASED
Shares4,158 from 1,445
Change+2,713 (+188%)
Value$571.0K (+$359.1K)
Filed 2026-10-26
Beacon Bank & Trust
DECREASED
Shares4,145 from 4,407
Change-262 (-6%)
Value$569.1K (-$76.7K)
Filed 2026-10-27
NTV Asset Management LLC
UNCHANGED
Shares4,145 from 4,145
Change0 (0%)
Value$569.1K (-$38.3K)
Filed 2026-10-23
Leo Wealth, LLC
NEW
Shares4,144
Change+4,144
Value$569.0K
Filed 2026-10-26
NewSquare Capital LLC
DECREASED
Shares4,142 from 4,518
Change-376 (-8%)
Value$568.7K (-$93.4K)
Filed 2026-11-06
PFG Advisors
DECREASED
Shares4,127 from 6,227
Change-2,100 (-34%)
Value$566.6K (-$346.0K)
Filed 2026-10-16
Probity Advisors, Inc.
DECREASED
Shares4,113 from 4,240
Change-127 (-3%)
Value$564.8K (-$56.7K)
Filed 2026-10-23
Harbor Capital Advisors, Inc.
NEW
Shares4,105
Change+4,105
Value$564
Filed 2026-10-22
Mezzasalma Advisors, LLC
INCREASED
Shares4,092 from 3,936
Change+156 (+4%)
Value$561.8K (-$15.0K)
Filed 2026-10-14
Retirement Planning Group, LLC
INCREASED
Shares4,089 from 2,700
Change+1,389 (+51%)
Value$561.5K (+$165.8K)
Filed 2026-10-19
Sylvest Advisors, LLC
DECREASED
Shares4,088 from 4,322
Change-234 (-5%)
Value$561.3K (-$72.1K)
Filed 2026-10-26
Telos Capital Management, Inc.
INCREASED
Shares4,078 from 3,494
Change+584 (+17%)
Value$559.9K (+$47.9K)
Filed 2026-11-02
Kaydan Wealth Management, Inc.
DECREASED
Shares4,064 from 4,110
Change-46 (-1%)
Value$558.0K (-$44.3K)
Filed 2026-10-08
Hardworking Capital Advisors, LLC
DECREASED
Shares4,062 from 6,060
Change-1,998 (-33%)
Value$557.7K (-$330.4K)
Filed 2026-10-20
Financial Partners Group, Inc
DECREASED
Shares4,062 from 4,104
Change-42 (-1%)
Value$557.7K (-$43.8K)
Filed 2026-10-19
Uptick Partners, LLC
INCREASED
Shares4,041 from 3,219
Change+822 (+26%)
Value$554.8K (+$83.0K)
Filed 2026-11-04
Coerente Capital Management
DECREASED
Shares4,040 from 4,070
Change-30 (-1%)
Value$554.7K (-$41.8K)
Filed 2026-10-29
Pictet North America Advisors SA
INCREASED
Shares4,025 from 2,300
Change+1,725 (+75%)
Value$552.6K (+$215.6K)
Filed 2026-10-21
AGH Wealth Advisors, LLC
INCREASED
Shares4,020 from 3,671
Change+349 (+10%)
Value$552.0K (+$14.0K)
Filed 2026-10-26
SGL Investment Advisors, Inc.
INCREASED
Shares4,008 from 3,666
Change+342 (+9%)
Value$465.3K (-$88.4K)
Filed 2026-11-09
Mosley Wealth Management
INCREASED
Shares4,002 from 3,601
Change+401 (+11%)
Value$538.2K (+$10.5K)
Filed 2026-10-16
Sonata Capital Group Inc
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$549.2K (-$37.0K)
Filed 2026-10-19
Affinity Capital Advisors, LLC
DECREASED
Shares3,999 from 4,132
Change-133 (-3%)
Value$565.5K (-$28.5K)
Filed 2026-10-13
High Note Wealth, LLC
INCREASED
Shares3,979 from 3,958
Change+21 (+1%)
Value$546.3K (-$33.7K)
Filed 2026-10-27
JBR Co Financial Management Inc
DECREASED
Shares3,974 from 4,165
Change-191 (-5%)
Value$566.3K (-$44.1K)
Filed 2026-10-13
Greater Midwest Financial Group, LLC
INCREASED
Shares3,973 from 3,960
Change+13 (+0%)
Value$545.5K (-$34.8K)
Filed 2026-10-13
Smith Salley Wealth Management
INCREASED
Shares3,971 from 3,655
Change+316 (+9%)
Value$545.3K (+$9.6K)
Filed 2026-11-03
Revisor Wealth Management LLC
DECREASED
Shares3,966 from 4,199
Change-233 (-6%)
Value$521.8K (-$93.5K)
Filed 2026-10-20
Bellecapital International Ltd.
UNCHANGED
Shares3,964 from 3,964
Change0 (0%)
Value$544.3K (-$36.7K)
Filed 2026-10-21
LifeGoal Investments, LLC
INCREASED
Shares3,961 from 1,417
Change+2,544 (+180%)
Value$543.8K (+$336.2K)
Filed 2026-10-09
Chapin Davis, Inc.
DECREASED
Shares3,936 from 4,072
Change-136 (-3%)
Value$540.4K (-$56.4K)
Filed 2026-10-09
Security Financial Services, Inc.
DECREASED
Shares3,934 from 4,113
Change-179 (-4%)
Value$540.2K (-$62.7K)
Filed 2026-10-29
Monarch Capital Management Inc
UNCHANGED
Shares3,934 from 3,934
Change0 (0%)
Value$540.1K (-$36.4K)
Filed 2026-10-19
Greykasell Wealth Strategies, Inc.
UNCHANGED
Shares3,901 from 3,901
Change0 (0%)
Value$535.6K (-$36.1K)
Filed 2026-11-09
Allegiance Financial Group Advisory Services LLC
NEW
Shares3,899
Change+3,899
Value$535.3K
Filed 2026-11-02
Payden & Rygel
UNCHANGED
Shares3,890 from 3,890
Change0 (0%)
Value$534 (-$569.5K)
Filed 2026-10-28
Wendell David Associates Inc
UNCHANGED
Shares3,885 from 3,885
Change0 (0%)
Value$533 (-$568.5K)
Filed 2026-10-27
McGlone Suttner Wealth Management, Inc.
INCREASED
Shares3,865 from 2,943
Change+922 (+31%)
Value$530.6K (+$99.4K)
Filed 2026-10-13
Rebalance, LLC
DECREASED
Shares3,858 from 3,900
Change-42 (-1%)
Value$529.7K (-$41.8K)
Filed 2026-10-22
Ninety One UK Ltd
NEW
Shares3,830
Change+3,830
Value$525.9K
Filed 2026-10-15
Able Wealth Management LLC
INCREASED
Shares3,830 from 2,138
Change+1,692 (+79%)
Value$545.7K (+$270.2K)
Filed 2026-10-13
Tannin Capital LLC
INCREASED
Shares3,825 from 2,890
Change+935 (+32%)
Value$525.2K (+$101.6K)
Filed 2026-11-05
Silver Grove Financial Group, Inc.
INCREASED
Shares3,809 from 3,092
Change+717 (+23%)
Value$522.9K (+$69.9K)
Filed 2026-11-05
TCI Wealth Advisors, Inc.
DECREASED
Shares3,804 from 5,121
Change-1,317 (-26%)
Value$522.3K (-$228.2K)
Filed 2026-10-30
Ameliora Wealth Management Ltd.
INCREASED
Shares3,794 from 3,629
Change+165 (+5%)
Value$520.9K (-$10.9K)
Filed 2026-10-23
Weaver Consulting Group
INCREASED
Shares3,771 from 2,776
Change+995 (+36%)
Value$517.7K (+$110.9K)
Filed 2026-10-07
Aries Wealth Management
UNCHANGED
Shares3,761 from 3,761
Change0 (0%)
Value$516.4K (-$34.8K)
Filed 2026-10-23
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED
Shares3,758 from 3,758
Change0 (0%)
Value$516.0K (-$34.8K)
Filed 2026-10-28
RKL Wealth Management LLC
INCREASED
Shares3,752 from 3,120
Change+632 (+20%)
Value$515.1K (+$57.8K)
Filed 2026-10-16
Heritage Investors Management Corp
DECREASED
Shares3,752 from 3,826
Change-74 (-2%)
Value$515 (-$560.5K)
Filed 2026-10-29
Unique Wealth, LLC
DECREASED
Shares3,746 from 3,845
Change-99 (-3%)
Value$514.3K (-$49.2K)
Filed 2026-10-16
Shelton Wealth Management, LLC
INCREASED
Shares3,744 from 2,236
Change+1,508 (+67%)
Value$514.1K (+$186.5K)
Filed 2026-10-16
United Community Bank
UNCHANGED
Shares3,736 from 3,736
Change0 (0%)
Value$513.0K (-$34.6K)
Filed 2026-10-28
Wealth Alliance Advisory Group, LLC
INCREASED
Shares3,728 from 3,211
Change+517 (+16%)
Value$511.9K (+$41.3K)
Filed 2026-10-14
Clarus Wealth Advisors
INCREASED
Shares3,726 from 2,940
Change+786 (+27%)
Value$526.8K (+$113.7K)
Filed 2026-10-13
VUB Generali dochodkova spravcovska spolocnost, a.s.
UNCHANGED
Shares3,726 from 3,726
Change0 (0%)
Value$511.6K (-$34.5K)
Filed 2026-10-26
Heritage Wealth Management, Inc.
INCREASED
Shares3,722 from 3,701
Change+21 (+1%)
Value$511.0K (-$31.4K)
Filed 2026-10-27
Birch Capital Management, LLC
UNCHANGED
Shares3,707 from 3,707
Change0 (0%)
Value$509.0K (-$34.3K)
Filed 2026-10-27
SkyOak Wealth, LLC
DECREASED
Shares3,700 from 6,200
Change-2,500 (-40%)
Value$508.0K (-$400.6K)
Filed 2026-10-28
LMG Wealth Partners, LLC
NEW
Shares3,699
Change+3,699
Value$507.9K
Filed 2026-11-05
Old Port Advisors
DECREASED
Shares3,697 from 4,761
Change-1,064 (-22%)
Value$507.7K (-$190.1K)
Filed 2026-10-23
Pinnacle Wealth Management Group, Inc.
UNCHANGED
Shares3,696 from 3,696
Change0 (0%)
Value$507.5K (-$34.2K)
Filed 2026-10-15
Evermay Wealth Management LLC
INCREASED
Shares3,693 from 3,618
Change+75 (+2%)
Value$507.0K (-$23.2K)
Filed 2026-11-05
Fairvoy Private Wealth, LLC
INCREASED
Shares3,680 from 3,641
Change+39 (+1%)
Value$505.3K (-$28.3K)
Filed 2026-10-19
Signature Wealth Management Partners, LLC
DECREASED
Shares3,671 from 3,870
Change-199 (-5%)
Value$504.1K (-$63.1K)
Filed 2026-10-21
MW Advisory, LLC
INCREASED
Shares3,659 from 2,896
Change+763 (+26%)
Value$502.4K (+$78.0K)
Filed 2026-10-19
Moisand Fitzgerald Tamayo, LLC
INCREASED
Shares3,658 from 3,638
Change+20 (+1%)
Value$502.2K (-$30.9K)
Filed 2026-10-15
Apollon Financial, LLC
DECREASED
Shares3,655 from 3,791
Change-136 (-4%)
Value$501.8K (-$53.8K)
Filed 2026-10-23
Invenio Wealth Partners LLC
INCREASED
Shares3,654 from 3,607
Change+47 (+1%)
Value$501.7K (-$26.9K)
Filed 2026-10-20
Congress Park Capital LLC
DECREASED
Shares3,650 from 10,608
Change-6,958 (-66%)
Value$501.1K (-$1.1M)
Filed 2026-10-13
Founders Financial Securities LLC
DECREASED
Shares3,646 from 11,522
Change-7,876 (-68%)
Value$500.6K (-$1.2M)
Filed 2026-10-28
Diversified Portfolios, Inc.
DECREASED
Shares3,642 from 4,196
Change-554 (-13%)
Value$500.0K (-$114.9K)
Filed 2026-11-04
RMR Wealth Builders
DECREASED
Shares3,615 from 22,379
Change-18,764 (-84%)
Value$496.3K (-$2.8M)
Filed 2026-10-22
Blue Bell Private Wealth Management, LLC
INCREASED
Shares3,606 from 3,509
Change+97 (+3%)
Value$495.1K (-$19.1K)
Filed 2026-10-29
Murphy, Middleton, Hinkle & Parker, Inc.
DECREASED
Shares3,594 from 3,890
Change-296 (-8%)
Value$493.5K (-$76.6K)
Filed 2026-10-15
Cape ANN Savings Bank
DECREASED
Shares3,593 from 6,052
Change-2,459 (-41%)
Value$493.3K (-$393.6K)
Filed 2026-11-09
Inscription Capital, LLC
DECREASED
Shares3,591 from 6,689
Change-3,098 (-46%)
Value$493.0K (-$487.3K)
Filed 2026-11-02
Thoma Capital Management LLC
INCREASED
Shares3,588 from 3,577
Change+11 (+0%)
Value$492.7K (-$31.6K)
Filed 2026-10-19
Canton Hathaway, LLC
UNCHANGED
Shares3,585 from 3,585
Change0 (0%)
Value$492.2K (-$33.2K)
Filed 2026-10-23
Tcfg Investment Advisors, LLC
DECREASED
Shares3,584 from 4,333
Change-749 (-17%)
Value$492.1K (-$142.9K)
Filed 2026-10-20
Eclectic Associates Inc
INCREASED
Shares3,583 from 3,579
Change+4 (+0%)
Value$491.9K (-$32.5K)
Filed 2026-10-09
Manchester Financial Inc
DECREASED
Shares3,582 from 3,627
Change-45 (-1%)
Value$491.8K (-$39.7K)
Filed 2026-10-15
Kornitzer Capital Management Inc
DECREASED
Shares3,581 from 5,156
Change-1,575 (-31%)
Value$491.7K (-$263.9K)
Filed 2026-11-03
Finivi Inc.
INCREASED
Shares3,576 from 3,389
Change+187 (+6%)
Value$491.0K (-$5.6K)
Filed 2026-10-13
Mitchell Sinkler & Starr
UNCHANGED
Shares3,575 from 3,575
Change0 (0%)
Value$490.8K (-$33.1K)
Filed 2026-10-13
J. Derek Lewis & Associates Inc.
INCREASED
Shares3,569 from 2,844
Change+725 (+25%)
Value$490.1K (+$73.3K)
Filed 2026-11-03
DLK Investment Management, LLC
INCREASED
Shares3,562 from 1,498
Change+2,064 (+138%)
Value$489.1K (+$277.5K)
Filed 2026-10-09
Lake Street Private Wealth, LLC
INCREASED
Shares3,555 from 3,299
Change+256 (+8%)
Value$488.1K (+$4.6K)
Filed 2026-10-22
NWF Advisory Services Inc.
DECREASED
Shares3,554 from 4,341
Change-787 (-18%)
Value$488.0K (-$148.2K)
Filed 2026-10-19
Keystone Wealth Services, LLC
DECREASED
Shares3,550 from 3,552
Change-2 (0%)
Value$489.1K (-$31.4K)
Filed 2026-11-03
Simon Quick Advisors, LLC
DECREASED
Shares3,548 from 3,631
Change-83 (-2%)
Value$487.1K (-$45.0K)
Filed 2026-10-26
Odyssey Capital Advisors, Inc.
DECREASED
Shares3,547 from 3,886
Change-339 (-9%)
Value$487.0K (-$82.5K)
Filed 2026-10-26
SilverOak Wealth Management LLC
INCREASED
Shares3,532 from 3,209
Change+323 (+10%)
Value$484.9K (+$14.7K)
Filed 2026-10-29
Abel Hall, LLC
INCREASED
Shares3,529 from 2,364
Change+1,165 (+49%)
Value$484.5K (+$138.1K)
Filed 2026-10-19
Novem Group
INCREASED
Shares3,507 from 3,460
Change+47 (+1%)
Value$481.6K (-$25.4K)
Filed 2026-10-19
Cheviot Value Management, LLC
UNCHANGED
Shares3,504 from 3,504
Change0 (0%)
Value$481.1K (-$32.4K)
Filed 2026-11-09
Windsor Capital Management, LLC
INCREASED
Shares3,496 from 3,491
Change+5 (+0%)
Value$480.0K (-$31.7K)
Filed 2026-10-13
N.E.W. Advisory Services LLC
INCREASED
Shares3,495 from 3,386
Change+109 (+3%)
Value$479.9K (-$16.4K)
Filed 2026-11-09
Aafmaa Wealth Management & Trust LLC
INCREASED
Shares3,489 from 3,299
Change+190 (+6%)
Value$479.0K (-$4.4K)
Filed 2026-10-14
PFC Capital Group, Inc.
DECREASED
Shares3,488 from 3,493
Change-5 (0%)
Value$478.9K (-$32.1K)
Filed 2026-11-06
Tranquility Partners, LLC
INCREASED
Shares3,482 from 3,474
Change+8 (+0%)
Value$478.1K (-$31.0K)
Filed 2026-10-20
Level Wealth Management LLC
INCREASED
Shares3,477 from 3,304
Change+173 (+5%)
Value$477.4K (-$6.8K)
Filed 2026-10-23
CPC Advisors, LLC
DECREASED
Shares3,466 from 20,469
Change-17,003 (-83%)
Value$475.9K (-$2.5M)
Filed 2026-10-21
Q Fund Management (Hong Kong) Ltd
NEW
Shares3,460
Change+3,460
Value$475.1K
Filed 2026-10-14
Consolidated Capital Management, LLC
UNCHANGED
Shares3,457 from 3,457
Change0 (0%)
Value$474.6K (-$32.0K)
Filed 2026-10-13
Split Creek LLC DBA Split Creek Capital LLC
NEW
Shares3,455
Change+3,455
Value$474.4K
Filed 2026-11-02
Rasp Wealth Solutions, LLC
DECREASED
Shares3,449 from 3,452
Change-3 (0%)
Value$473.6K (-$32.4K)
Filed 2026-11-06
Roble, Belko & Company, Inc
DECREASED
Shares3,443 from 3,468
Change-25 (-1%)
Value$473 (-$507.5K)
Filed 2026-11-09
Natural Investments, LLC
INCREASED
Shares3,436 from 3,270
Change+166 (+5%)
Value$471.7K (-$7.3K)
Filed 2026-11-06
May Hill Capital, LLC
INCREASED
Shares3,432 from 3,095
Change+337 (+11%)
Value$471.2K (+$17.6K)
Filed 2026-11-03
Commonwealth Financial Services, LLC
DECREASED
Shares3,431 from 3,507
Change-76 (-2%)
Value$471.1K (-$42.9K)
Filed 2026-10-20
Tilson Financial Group, Inc.
DECREASED
Shares3,430 from 3,435
Change-5 (0%)
Value$470.9K (-$32.5K)
Filed 2026-11-09
Emerald Advisors, LLC
UNCHANGED
Shares3,423 from 3,423
Change0 (0%)
Value$470.0K (-$31.7K)
Filed 2026-10-13
Foster Dykema Cabot & Partners, LLC
INCREASED
Shares3,397 from 2,787
Change+610 (+22%)
Value$466.4K (+$58.0K)
Filed 2026-10-30
Mustard Seed Financial, LLC
UNCHANGED
Shares3,397 from 3,397
Change0 (0%)
Value$466.5K (-$31.4K)
Filed 2026-10-30
Royal Harbor Partners, LLC
DECREASED
Shares3,394 from 3,395
Change-1 (0%)
Value$466.0K (-$31.5K)
Filed 2026-10-29
Atwood & Palmer Inc
UNCHANGED
Shares3,384 from 3,384
Change0 (0%)
Value$464.6K (-$31.3K)
Filed 2026-10-08
Cornell Pochily Investment Advisors, Inc.
DECREASED
Shares3,375 from 3,500
Change-125 (-4%)
Value$463.4K (-$49.5K)
Filed 2026-10-19
DiNuzzo Private Wealth, Inc.
DECREASED
Shares3,374 from 3,377
Change-3 (0%)
Value$463.3K (-$31.7K)
Filed 2026-10-16
Ejmk Ventures LLC
DECREASED
Shares3,359 from 3,898
Change-539 (-14%)
Value$461.2K (-$110.0K)
Filed 2026-10-21
TriaGen Wealth Management LLC
UNCHANGED
Shares3,357 from 3,357
Change0 (0%)
Value$460.9K (-$31.1K)
Filed 2026-10-14
Southland Equity Partners LLC
INCREASED
Shares3,335 from 2,655
Change+680 (+26%)
Value$457.9K (+$68.9K)
Filed 2026-10-14
Lester Murray Antman dba SimplyRich
DECREASED
Shares3,333 from 3,363
Change-30 (-1%)
Value$457.6K (-$34.4K)
Filed 2026-11-06
Almanack Investment Partners, Llc.
INCREASED
Shares3,332 from 2,748
Change+584 (+21%)
Value$457.5K (+$54.8K)
Filed 2026-11-03
ARS Wealth Advisors Group, LLC
INCREASED
Shares3,327 from 3,321
Change+6 (+0%)
Value$456.8K (-$29.8K)
Filed 2026-10-16
Chiron Capital Management, LLC
INCREASED
Shares3,312 from 1,614
Change+1,698 (+105%)
Value$454.7K (+$218.2K)
Filed 2026-10-15
Gould Asset Management LLC
DECREASED
Shares3,306 from 3,314
Change-8 (0%)
Value$453.9K (-$31.8K)
Filed 2026-11-06
Alterna Wealth Management, Inc
INCREASED
Shares3,302 from 1,932
Change+1,370 (+71%)
Value$453.4K (+$170.2K)
Filed 2026-10-27
Southern Financial Group, LLC
DECREASED
Shares3,302 from 3,344
Change-42 (-1%)
Value$453.4K (-$36.7K)
Filed 2026-10-30
Summit Asset Management, LLC
DECREASED
Shares3,302 from 3,329
Change-27 (-1%)
Value$453.4K (-$34.5K)
Filed 2026-11-05
Eagle Wealth Advisors LLC
INCREASED
Shares3,291 from 3,224
Change+67 (+2%)
Value$451.9K (-$20.6K)
Filed 2026-10-20
Private Client Services, LLC
DECREASED
Shares3,288 from 3,388
Change-100 (-3%)
Value$451.5K (-$45.1K)
Filed 2026-10-02
Maple Capital Management, Inc.
DECREASED
Shares3,287 from 3,863
Change-576 (-15%)
Value$451.3K (-$114.8K)
Filed 2026-11-02
Rainier Family Wealth Inc
DECREASED
Shares3,285 from 3,573
Change-288 (-8%)
Value$451.0K (-$72.6K)
Filed 2026-11-02
Costello Asset Management, Inc
INCREASED
Shares3,282 from 3,229
Change+53 (+2%)
Value$450.6K (-$22.6K)
Filed 2026-10-30
waypoint wealth counsel
NEW
Shares3,281
Change+3,281
Value$450.5K
Filed 2026-10-22
Centurion Wealth Management LLC
DECREASED
Shares3,279 from 3,324
Change-45 (-1%)
Value$450.1K (-$37.0K)
Filed 2026-10-13
Flagstone Financial Management
INCREASED
Shares3,279 from 3,278
Change+1 (+0%)
Value$450.3K (-$30.2K)
Filed 2026-11-05
Allen Mooney & Barnes Investment Advisors LLC
INCREASED
Shares3,277 from 3,274
Change+3 (+0%)
Value$450.0K (-$29.9K)
Filed 2026-10-08
Bullock Wealth Management Group
INCREASED
Shares3,263 from 3,233
Change+30 (+1%)
Value$450.5K (-$10.1K)
Filed 2026-10-09
Connecticut Capital Management Group, LLC
INCREASED
Shares3,261 from 3,198
Change+63 (+2%)
Value$447.7K (-$20.9K)
Filed 2026-10-29
Whelan Financial
INCREASED
Shares3,250 from 2,814
Change+436 (+15%)
Value$446.2K (+$33.8K)
Filed 2026-10-28
Independent Solutions Wealth Management, LLC
INCREASED
Shares3,249 from 3,228
Change+21 (+1%)
Value$446.1K (-$27.0K)
Filed 2026-10-28
Goldstein Advisors, LLC
DECREASED
Shares3,242 from 3,281
Change-39 (-1%)
Value$445.1K (-$35.7K)
Filed 2026-10-15
Balefire, LLC
DECREASED
Shares3,237 from 4,763
Change-1,526 (-32%)
Value$444.5K (-$253.6K)
Filed 2026-10-09
First Heartland Consultants, Inc.
INCREASED
Shares3,233 from 2,277
Change+956 (+42%)
Value$443.9K (+$110.2K)
Filed 2026-10-08
Greenwood Gearhart LLC
INCREASED
Shares3,233 from 3,123
Change+110 (+4%)
Value$443.9K (-$13.8K)
Filed 2026-11-02
Cahaba Wealth Management, Inc.
INCREASED
Shares3,227 from 3,187
Change+40 (+1%)
Value$443.1K (-$24.0K)
Filed 2026-10-26
CGN Advisors LLC
DECREASED
Shares3,222 from 3,458
Change-236 (-7%)
Value$442.4K (-$64.3K)
Filed 2026-10-21
Johnson Bixby & Associates, LLC
UNCHANGED
Shares3,220 from 3,220
Change0 (0%)
Value$442.1K (-$29.8K)
Filed 2026-10-14
Kelman-Lazarov, Inc.
INCREASED
Shares3,217 from 1,649
Change+1,568 (+95%)
Value$441.7K (+$200.0K)
Filed 2026-11-09
Petros Family Wealth, LLC
INCREASED
Shares3,215 from 2,319
Change+896 (+39%)
Value$441.4K (+$101.6K)
Filed 2026-10-28
Legacy Private Trust Co.
DECREASED
Shares3,208 from 7,437
Change-4,229 (-57%)
Value$440.5K (-$649.4K)
Filed 2026-10-06
BankPlus Trust Department
DECREASED
Shares3,194 from 3,902
Change-708 (-18%)
Value$438.5K (-$133.3K)
Filed 2026-11-06
Lee Financial Co
DECREASED
Shares3,183 from 6,036
Change-2,853 (-47%)
Value$437.0K (-$447.6K)
Filed 2026-10-16
Grey Fox Wealth Advisors, LLC
INCREASED
Shares3,175 from 2,940
Change+235 (+8%)
Value$435.9K (+$5.2K)
Filed 2026-11-03
Brendel Financial Advisors LLC
UNCHANGED
Shares3,169 from 3,169
Change0 (0%)
Value$435.1K (-$29.3K)
Filed 2026-11-09
Sacks & Associates, LLC
DECREASED
Shares3,167 from 3,609
Change-442 (-12%)
Value$434.9K (-$33.9K)
Filed 2026-10-09
TFR Capital, Llc.
DECREASED
Shares3,166 from 3,596
Change-430 (-12%)
Value$434.7K (-$92.3K)
Filed 2026-11-09
Tobam
DECREASED
Shares3,161 from 30,563
Change-27,402 (-90%)
Value$434 (-$4.5M)
Filed 2026-11-03
Jacobsen Capital Management
DECREASED
Shares3,152 from 3,225
Change-73 (-2%)
Value$432.8K (-$39.9K)
Filed 2026-10-27
Orca Investment Management, LLC
UNCHANGED
Shares3,149 from 3,149
Change0 (0%)
Value$432.4K (-$29.1K)
Filed 2026-10-29
SeaBridge Investment Advisors LLC
INCREASED
Shares3,141 from 2,040
Change+1,101 (+54%)
Value$431.3K (+$132.3K)
Filed 2026-11-02
Gerber, LLC
INCREASED
Shares3,141 from 3,139
Change+2 (+0%)
Value$431.2K (-$28.8K)
Filed 2026-10-21
Hoxton Planning & Management, LLC
DECREASED
Shares3,134 from 3,263
Change-129 (-4%)
Value$430.3K (-$47.9K)
Filed 2026-10-15
Golden State Wealth Management, LLC
DECREASED
Shares3,131 from 3,189
Change-58 (-2%)
Value$429.9K (-$37.6K)
Filed 2026-11-02
XY Planning Network, Inc.
INCREASED
Shares3,127 from 2,868
Change+259 (+9%)
Value$429.3K (+$9.0K)
Filed 2026-10-14
Channel Wealth LLC
DECREASED
Shares3,123 from 7,413
Change-4,290 (-58%)
Value$428.8K (-$657.6K)
Filed 2026-11-06
Embree Financial Group
DECREASED
Shares3,118 from 3,219
Change-101 (-3%)
Value$428.1K (-$43.7K)
Filed 2026-10-22
Arvest Investments, Inc.
INCREASED
Shares3,101 from 2,731
Change+370 (+14%)
Value$425.8K (+$25.5K)
Filed 2026-10-21
Steel Grove Capital Advisors, LLC
INCREASED
Shares3,099 from 2,928
Change+171 (+6%)
Value$425.5K (-$3.6K)
Filed 2026-10-13
Moran Wealth Management, LLC
INCREASED
Shares3,098 from 3,033
Change+65 (+2%)
Value$425.4K (-$19.1K)
Filed 2026-10-22
Independent Wealth Network Inc.
INCREASED
Shares3,088 from 2,519
Change+569 (+23%)
Value$424.0K (+$54.8K)
Filed 2026-10-19
LifeWealth Investments, LLC
INCREASED
Shares3,088 from 3,016
Change+72 (+2%)
Value$424.0K (-$18.0K)
Filed 2026-10-21
Capstone Wealth Management, LLC
INCREASED
Shares3,083 from 1,867
Change+1,216 (+65%)
Value$423.3K (+$149.7K)
Filed 2026-11-02
Tenet Wealth Partners, LLC
DECREASED
Shares3,077 from 3,121
Change-44 (-1%)
Value$422.5K (+$48.3K)
Filed 2026-10-19
Baldwin Wealth Partners LLC
DECREASED
Shares3,074 from 3,100
Change-26 (-1%)
Value$422.1K (-$32.2K)
Filed 2026-10-13
Members Wealth LLC
DECREASED
Shares3,071 from 3,272
Change-201 (-6%)
Value$440.9K (-$38.6K)
Filed 2026-10-20
Catalyst Investment Management LLC
INCREASED
Shares3,069 from 2,866
Change+203 (+7%)
Value$421.4K (+$1.4K)
Filed 2026-10-21
LVW Advisors, LLC
DECREASED
Shares3,066 from 5,412
Change-2,346 (-43%)
Value$421.0K (-$372.2K)
Filed 2026-10-19
Watershed Private Wealth LLC
DECREASED
Shares3,066 from 4,557
Change-1,491 (-33%)
Value$421.0K (-$246.9K)
Filed 2026-10-30
Gibson Capital, LLC
DECREASED
Shares3,065 from 3,115
Change-50 (-2%)
Value$420.8K (-$35.7K)
Filed 2026-10-23
Lynch & Associates
DECREASED
Shares3,064 from 3,294
Change-230 (-7%)
Value$420.7K (-$62.0K)
Filed 2026-10-13
High Net Worth Advisory Group LLC
INCREASED
Shares3,056 from 2,306
Change+750 (+33%)
Value$419.7K (+$81.7K)
Filed 2026-10-26
Stone Summit Wealth LLC
DECREASED
Shares3,056 from 3,059
Change-3 (0%)
Value$419.5K (-$28.7K)
Filed 2026-10-14
Paradigm Asset Management Co LLC
UNCHANGED
Shares3,050 from 3,050
Change0 (0%)
Value$418.8K (-$28.2K)
Filed 2026-11-05
Shearwater Capital LLC
INCREASED
Shares3,048 from 2,885
Change+163 (+6%)
Value$418.5K (-$4.3K)
Filed 2026-10-13
MMA Asset Management LLC
INCREASED
Shares3,043 from 2,741
Change+302 (+11%)
Value$417.8K (+$16.1K)
Filed 2026-11-02
Birchwood Financial Partners, Inc.
INCREASED
Shares3,042 from 3,018
Change+24 (+1%)
Value$417.7K (-$24.6K)
Filed 2026-11-02
Aire Advisors, LLC
DECREASED
Shares3,035 from 3,135
Change-100 (-3%)
Value$416.8K (-$42.7K)
Filed 2026-10-22
Baker Ellis Asset Management LLC
UNCHANGED
Shares3,034 from 3,034
Change0 (0%)
Value$416.6K (-$28.1K)
Filed 2026-10-14
Bluedoor Private Wealth, LLC
DECREASED
Shares3,031 from 3,117
Change-86 (-3%)
Value$416.2K (-$40.6K)
Filed 2026-11-05
Washington Trust Advisors, Inc.
DECREASED
Shares3,023 from 3,807
Change-784 (-21%)
Value$415.1K (-$142.8K)
Filed 2026-10-22
Advus Financial Partners, LLC
INCREASED
Shares3,019 from 2,609
Change+410 (+16%)
Value$414.5K (+$32.2K)
Filed 2026-10-20
Thrive Capital Management, LLC
INCREASED
Shares3,017 from 2,874
Change+143 (+5%)
Value$414.3K (-$7.0K)
Filed 2026-10-28
Fonville Wealth Management LLC
INCREASED
Shares3,014 from 2,726
Change+288 (+11%)
Value$413.8K (+$14.3K)
Filed 2026-10-28
EPG Wealth Management LLC
DECREASED
Shares3,006 from 6,739
Change-3,733 (-55%)
Value$412.8K (-$574.8K)
Filed 2026-11-03
Noesis Capital Mangement Corp
DECREASED
Shares3,005 from 3,338
Change-333 (-10%)
Value$412.6K (-$76.6K)
Filed 2026-10-26
Wealth Architects, LLC
DECREASED
Shares3,005 from 3,157
Change-152 (-5%)
Value$412.6K (-$50.0K)
Filed 2026-11-03
Berman McAleer LLC
UNCHANGED
Shares3,002 from 3,002
Change0 (0%)
Value$412.2K (-$27.8K)
Filed 2026-10-16
Lexington Hill Partners, LLC
INCREASED
Shares3,001 from 2,842
Change+159 (+6%)
Value$412.1K (-$4.4K)
Filed 2026-10-13
Manuka Financial, LLC
INCREASED
Shares3,000 from 2,990
Change+10 (+0%)
Value$411.9K (-$26.2K)
Filed 2026-10-16
Patten Group, Inc.
DECREASED
Shares2,999 from 3,818
Change-819 (-21%)
Value$411.8K (-$147.7K)
Filed 2026-10-26
GW Henssler & Associates LTD
DECREASED
Shares2,996 from 3,075
Change-79 (-3%)
Value$411.4K (-$39.3K)
Filed 2026-10-26
Monument Capital Management
DECREASED
Shares2,990 from 4,042
Change-1,052 (-26%)
Value$410.5K (-$181.8K)
Filed 2026-10-09
PKS Advisory Services, LLC
UNCHANGED
Shares2,980 from 2,980
Change0 (0%)
Value$436.7K ($0)
Filed 2026-10-26
Lauer Wealth, LLC
DECREASED
Shares2,970 from 3,220
Change-250 (-8%)
Value$403.0K (-$9.0K)
Filed 2026-10-13
Midwest Financial Group LLC
DECREASED
Shares2,970 from 3,155
Change-185 (-6%)
Value$407.8K (-$54.6K)
Filed 2026-10-15
PUREfi Wealth, LLC
INCREASED
Shares2,970 from 2,956
Change+14 (+0%)
Value$407.8K (-$25.4K)
Filed 2026-10-19
Western Reserve Capital Management, LLC
UNCHANGED
Shares2,953 from 2,953
Change0 (0%)
Value$405.4K (-$27.3K)
Filed 2026-10-14
Kelly Financial Services LLC
INCREASED
Shares2,939 from 2,903
Change+36 (+1%)
Value$403.5K (-$21.8K)
Filed 2026-10-20
Oak Barrel Wealth Advisory LLC
INCREASED
Shares2,939 from 2,937
Change+2 (+0%)
Value$403.5K (-$26.9K)
Filed 2026-11-05
ODonnell Financial Services, LLC
DECREASED
Shares2,937 from 3,012
Change-75 (-2%)
Value$403.3K (-$38.1K)
Filed 2026-11-09
Wharton Business Group, LLC
UNCHANGED
Shares2,928 from 2,928
Change0 (0%)
Value$402.0K (-$27.1K)
Filed 2026-11-09
Braeburn Wealth Management LLC
INCREASED
Shares2,922 from 2,897
Change+25 (+1%)
Value$401.2K (-$23.4K)
Filed 2026-10-15
West Paces Advisors Inc.
INCREASED
Shares2,914 from 2,564
Change+350 (+14%)
Value$400.1K (+$24.3K)
Filed 2026-10-13
Petredis Investment Advisors LLC
UNCHANGED
Shares2,914 from 2,914
Change0 (0%)
Value$400.1K (-$27.0K)
Filed 2026-10-20
Northstar Asset Management Co
DECREASED
Shares2,900 from 3,000
Change-100 (-3%)
Value$374.5K (+$29.5K)
Filed 2026-10-22
Tanager Wealth Management LLP
DECREASED
Shares2,886 from 3,433
Change-547 (-16%)
Value$396.2K (-$106.9K)
Filed 2026-10-19
1620 Investment Advisors, Inc.
INCREASED
Shares2,885 from 2,825
Change+60 (+2%)
Value$396.1K (-$18.0K)
Filed 2026-11-04
Paragon Private Wealth Management, LLC
DECREASED
Shares2,882 from 9,878
Change-6,996 (-71%)
Value$395.6K (-$1.1M)
Filed 2026-10-20
JSF Financial, LLC
INCREASED
Shares2,882 from 2,476
Change+406 (+16%)
Value$395.7K (+$32.9K)
Filed 2026-10-22
Michels Family Financial, LLC
INCREASED
Shares2,879 from 1,952
Change+927 (+47%)
Value$395.3K (+$109.2K)
Filed 2026-11-02
CWC Advisors, Llc.
INCREASED
Shares2,879 from 2,859
Change+20 (+1%)
Value$395.3K (-$23.7K)
Filed 2026-10-15
Syntegra Private Wealth Group, LLC
DECREASED
Shares2,876 from 2,970
Change-94 (-3%)
Value$394.9K (-$40.4K)
Filed 2026-10-13
Equita Financial Network, Inc.
NEW
Shares2,867
Change+2,867
Value$393.6K
Filed 2026-10-19
Old Second National Bank of Aurora
UNCHANGED
Shares2,865 from 2,865
Change0 (0%)
Value$393.4K (-$26.5K)
Filed 2026-10-22
Strategic Blueprint, LLC
DECREASED
Shares2,857 from 3,636
Change-779 (-21%)
Value$392.2K (-$140.6K)
Filed 2026-10-22
Maia Wealth LLC
DECREASED
Shares2,857 from 3,120
Change-263 (-8%)
Value$392.2K (-$65.0K)
Filed 2026-10-19
Leonard Rickey Investment Advisors P.L.L.C.
DECREASED
Shares2,857 from 3,066
Change-209 (-7%)
Value$392.3K (-$57.1K)
Filed 2026-10-29
JAG Capital Management, LLC
DECREASED
Shares2,856 from 12,908
Change-10,052 (-78%)
Value$392.1K (-$1.5M)
Filed 2026-11-06
Navalign, LLC
INCREASED
Shares2,854 from 2,793
Change+61 (+2%)
Value$391.9K (-$17.4K)
Filed 2026-11-09
Demars Financial Group, LLC
INCREASED
Shares2,843 from 2,793
Change+50 (+2%)
Value$390.3K (-$19.0K)
Filed 2026-10-22
Hickory Point Bank & Trust
UNCHANGED
Shares2,841 from 2,841
Change0 (0%)
Value$390.1K (-$26.3K)
Filed 2026-10-01
Mirabaud & Cie SA
INCREASED
Shares2,840 from 1,457
Change+1,383 (+95%)
Value$389.9K (+$176.4K)
Filed 2026-10-27
Milestone Asset Management Group, LLC
INCREASED
Shares2,838 from 2,777
Change+61 (+2%)
Value$389.6K (-$17.4K)
Filed 2026-10-20
Green Ridge Wealth Planning LLC
DECREASED
Shares2,835 from 2,844
Change-9 (0%)
Value$389.2K (-$27.5K)
Filed 2026-10-08
Old North State Wealth Management, LLC
INCREASED
Shares2,835 from 2,826
Change+9 (+0%)
Value$389.7K (-$24.5K)
Filed 2026-10-22
TrueWealth Advisors, LLC
DECREASED
Shares2,824 from 6,324
Change-3,500 (-55%)
Value$387.8K (-$539.1K)
Filed 2026-10-09
Marin Bay Wealth Advisors, LLC
DECREASED
Shares2,820 from 2,894
Change-74 (-3%)
Value$387.3K (-$36.8K)
Filed 2026-10-28
One Way Holdings LLC
DECREASED
Shares2,817 from 3,075
Change-258 (-8%)
Value$386.8K (-$63.9K)
Filed 2026-10-29
Wedgewood Investors Inc
UNCHANGED
Shares2,817 from 2,817
Change0 (0%)
Value$386.7K (-$26.1K)
Filed 2026-10-28
Kingsman Wealth Management, Inc.
INCREASED
Shares2,816 from 2,664
Change+152 (+6%)
Value$386.6K (-$3.8K)
Filed 2026-10-13
Plan A Wealth LLC
DECREASED
Shares2,803 from 2,810
Change-7 (0%)
Value$384.9K (-$26.9K)
Filed 2026-10-08
Westover Capital Advisors, LLC
NEW
Shares2,800
Change+2,800
Value$384.4K
Filed 2026-10-26
GKV Capital Management Co., Inc.
UNCHANGED
Shares2,800 from 2,800
Change0 (0%)
Value$384.4K (-$25.9K)
Filed 2026-11-06
Ridgecrest Wealth Partners, LLC
UNCHANGED
Shares2,789 from 2,789
Change0 (0%)
Value$383.0K (-$25.8K)
Filed 2026-10-19
Creekside Partners
UNCHANGED
Shares2,787 from 2,787
Change0 (0%)
Value$382.7K (-$25.8K)
Filed 2026-11-04
Pearl Planning LLC
DECREASED
Shares2,781 from 2,983
Change-202 (-7%)
Value$381.8K (-$55.3K)
Filed 2026-10-13
Bonness Enterprises Inc
UNCHANGED
Shares2,780 from 2,780
Change0 (0%)
Value$381.7K (-$25.7K)
Filed 2026-10-08
Petersen Hastings Wealth Advisors Inc.
UNCHANGED
Shares2,780 from 2,780
Change0 (0%)
Value$381.7K (-$25.7K)
Filed 2026-10-27
MV Capital Management, Inc.
DECREASED
Shares2,765 from 2,804
Change-39 (-1%)
Value$379.6K (-$31.3K)
Filed 2026-10-29
CrossGen Wealth, LLC
DECREASED
Shares2,758 from 2,936
Change-178 (-6%)
Value$378.6K (-$51.6K)
Filed 2026-10-30
HBW Advisory Services LLC
INCREASED
Shares2,753 from 2,391
Change+362 (+15%)
Value$378.0K (+$27.7K)
Filed 2026-10-15
Clearview Wealth Management LLC
DECREASED
Shares2,737 from 6,784
Change-4,047 (-60%)
Value$391.9K (-$602.3K)
Filed 2026-10-16
Inspirion Wealth Advisors, LLC
UNCHANGED
Shares2,735 from 2,735
Change0 (0%)
Value$375.6K (-$14.2K)
Filed 2026-10-09
CGC Financial Services, LLC
UNCHANGED
Shares2,730 from 2,730
Change0 (0%)
Value$374.8K (-$25.3K)
Filed 2026-10-13
Pinion Investment Advisors, LLC
INCREASED
Shares2,722 from 2,611
Change+111 (+4%)
Value$373.7K (-$8.9K)
Filed 2026-11-04
Granite Group Advisors, LLC
UNCHANGED
Shares2,719 from 2,719
Change0 (0%)
Value$373.3K (-$25.2K)
Filed 2026-10-14
Values Added Financial LLC
DECREASED
Shares2,711 from 3,159
Change-448 (-14%)
Value$372.2K (-$90.7K)
Filed 2026-10-28
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED
Shares2,702 from 3,347
Change-645 (-19%)
Value$371.0K (-$119.5K)
Filed 2026-10-23
Ullmann Wealth Partners Group, LLC
DECREASED
Shares2,697 from 3,324
Change-627 (-19%)
Value$370.3K (-$116.8K)
Filed 2026-11-02
Pachira Investments Inc.
DECREASED
Shares2,684 from 2,796
Change-112 (-4%)
Value$368.5K (-$41.3K)
Filed 2026-10-14
TPG Advisors LLC
INCREASED
Shares2,675 from 2,386
Change+289 (+12%)
Value$367.3K (+$17.6K)
Filed 2026-10-16
Hofer & Associates. Inc
NEW
Shares2,673
Change+2,673
Value$367.0K
Filed 2026-10-13
RED Crane Wealth Management, LLC
INCREASED
Shares2,673 from 2,582
Change+91 (+4%)
Value$367.0K (-$11.3K)
Filed 2026-10-14
WBI Investments, LLC
DECREASED
Shares2,671 from 4,296
Change-1,625 (-38%)
Value$366.7K (-$262.9K)
Filed 2026-11-05
Warner Group LLC
DECREASED
Shares2,658 from 2,680
Change-22 (-1%)
Value$364.9K (-$27.8K)
Filed 2026-11-09
Coquina Private Wealth LLC
INCREASED
Shares2,657 from 2,651
Change+6 (+0%)
Value$364.8K (-$23.6K)
Filed 2026-10-27
One Day In July LLC
INCREASED
Shares2,656 from 2,629
Change+27 (+1%)
Value$364.7K (-$20.6K)
Filed 2026-10-30
Wealth Science Advisors LLC
DECREASED
Shares2,653 from 4,868
Change-2,215 (-45%)
Value$364.3K (-$349.1K)
Filed 2026-10-09
Landmark Wealth Management, Inc.
UNCHANGED
Shares2,644 from 2,644
Change0 (0%)
Value$363.0K (-$24.5K)
Filed 2026-11-04
White Lighthouse Investment Management Inc.
INCREASED
Shares2,639 from 2,613
Change+26 (+1%)
Value$362.3K (-$20.7K)
Filed 2026-10-21
Riggs Asset Managment Co. Inc.
INCREASED
Shares2,631 from 2,559
Change+72 (+3%)
Value$361.2K (-$13.8K)
Filed 2026-11-05
Avantra Family Wealth, Inc.
DECREASED
Shares2,630 from 4,617
Change-1,987 (-43%)
Value$361.1K (-$315.5K)
Filed 2026-10-20
Insight Advisors, LLC/ PA
DECREASED
Shares2,629 from 2,805
Change-176 (-6%)
Value$361.0K (-$50.1K)
Filed 2026-10-22
Schmidt P J Investment Management Inc
UNCHANGED
Shares2,629 from 2,629
Change0 (0%)
Value$361.0K (-$24.3K)
Filed 2026-11-02
Horizon Wealth Management, LLC
INCREASED
Shares2,627 from 2,626
Change+1 (+0%)
Value$360.7K (-$24.2K)
Filed 2026-11-02
Towercrest Capital Management
DECREASED
Shares2,625 from 2,648
Change-23 (-1%)
Value$360.4K (-$27.7K)
Filed 2026-10-23
Albion Financial Group
DECREASED
Shares2,617 from 2,917
Change-300 (-10%)
Value$359.4K (-$68.1K)
Filed 2026-10-21
Summit Financial Wealth Advisors, LLC
INCREASED
Shares2,610 from 2,539
Change+71 (+3%)
Value$358.4K (-$13.7K)
Filed 2026-10-15
Power Wealth Management LLC
DECREASED
Shares2,608 from 3,021
Change-413 (-14%)
Value$358.1K (-$84.6K)
Filed 2026-10-27
Quintet Private Bank (Europe) S.A.
INCREASED
Shares2,605 from 1,814
Change+791 (+44%)
Value$357.7K (+$91.8K)
Filed 2026-10-08
Silverlake Wealth Management LLC
INCREASED
Shares2,604 from 2,599
Change+5 (+0%)
Value$357.5K (-$23.4K)
Filed 2026-10-21
Financial Council, LLC
UNCHANGED
Shares2,600 from 2,600
Change0 (0%)
Value$357.0K (-$24.1K)
Filed 2026-11-02
Pinnacle Bancorp, Inc.
DECREASED
Shares2,596 from 2,710
Change-114 (-4%)
Value$356.4K (-$40.7K)
Filed 2026-10-21
First Citizens Financial Corp
DECREASED
Shares2,593 from 2,959
Change-366 (-12%)
Value$356.0K (-$77.6K)
Filed 2026-10-02
MinichMacGregor Wealth Management, LLC
INCREASED
Shares2,593 from 2,253
Change+340 (+15%)
Value$356.1K (+$25.9K)
Filed 2026-10-14
Willner & Heller, LLC
DECREASED
Shares2,590 from 2,670
Change-80 (-3%)
Value$355.6K (-$35.8K)
Filed 2026-10-28
Sloy Dahl & Holst, LLC
DECREASED
Shares2,587 from 2,608
Change-21 (-1%)
Value$355.2K (-$27.0K)
Filed 2026-10-14
Promethium Advisors,llc
DECREASED
Shares2,585 from 2,811
Change-226 (-8%)
Value$354.9K (-$57.0K)
Filed 2026-10-19
Townsend Asset Management Corp
DECREASED
Shares2,569 from 2,591
Change-22 (-1%)
Value$352.8K (-$26.9K)
Filed 2026-10-29
Symmetry Partners, LLC
DECREASED
Shares2,563 from 3,087
Change-524 (-17%)
Value$351.9K (-$100.5K)
Filed 2026-10-27
Able Financial Group, LLC
DECREASED
Shares2,563 from 2,586
Change-23 (-1%)
Value$351.9K (-$27.1K)
Filed 2026-10-14
Howard Financial Services, Ltd.
INCREASED
Shares2,548 from 2,453
Change+95 (+4%)
Value$349.9K (-$9.6K)
Filed 2026-10-15
Archvest Wealth Advisors, Inc.
INCREASED
Shares2,545 from 1,392
Change+1,153 (+83%)
Value$349.4K (+$145.4K)
Filed 2026-10-29
Zinnia Wealth Advisory, LLC
INCREASED
Shares2,537 from 2,162
Change+375 (+17%)
Value$348.3K (+$31.5K)
Filed 2026-11-06
Founders Capital Management, LLC
UNCHANGED
Shares2,534 from 2,534
Change0 (0%)
Value$347.9K (-$23.4K)
Filed 2026-10-23
Expressive Wealth LLC
INCREASED
Shares2,533 from 2,532
Change+1 (+0%)
Value$347.8K (-$23.3K)
Filed 2026-11-09
Dickmeyer Boyce Financial Management, Inc.
INCREASED
Shares2,524 from 2,520
Change+4 (+0%)
Value$346.6K (-$22.7K)
Filed 2026-10-08
Investment Planning Advisors, Inc.
INCREASED
Shares2,517 from 2,331
Change+186 (+8%)
Value$345.5K (+$3.9K)
Filed 2026-10-14
LexAurum Advisors, LLC
DECREASED
Shares2,516 from 2,594
Change-78 (-3%)
Value$345.5K (-$34.7K)
Filed 2026-10-19
AMG Asset Management Group, Inc.
DECREASED
Shares2,515 from 3,101
Change-586 (-19%)
Value$345.3K (-$109.1K)
Filed 2026-10-21
Catherine Avery Investment Management LLC
DECREASED
Shares2,504 from 28,378
Change-25,874 (-91%)
Value$343.8K (-$3.8M)
Filed 2026-10-14
Center for Financial Planning, Inc.
INCREASED
Shares2,500 from 1,428
Change+1,072 (+75%)
Value$343.3K (+$134.0K)
Filed 2026-10-26
Washington Capital Management, Inc
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$343.3K (-$23.1K)
Filed 2026-10-19
Fulton Breakefield Broenniman LLC
INCREASED
Shares2,495 from 2,319
Change+176 (+8%)
Value$342.6K (+$2.7K)
Filed 2026-11-03
Innova Wealth Partners
INCREASED
Shares2,491 from 2,480
Change+11 (+0%)
Value$342.1K (-$21.4K)
Filed 2026-10-21
CPA Asset Management Group, LLC
DECREASED
Shares2,489 from 2,594
Change-105 (-4%)
Value$341.7K (-$38.4K)
Filed 2026-10-26
Davis Investment Partners, LLC
DECREASED
Shares2,482 from 6,571
Change-4,089 (-62%)
Value$340.7K (-$622.3K)
Filed 2026-11-05
Galvin, Gaustad & Stein, LLC
DECREASED
Shares2,481 from 2,485
Change-4 (0%)
Value$340.8K (-$23.4K)
Filed 2026-10-08
Legacy Capital Wealth Partners, LLC
DECREASED
Shares2,468 from 2,524
Change-56 (-2%)
Value$338.8K (-$31.2K)
Filed 2026-10-21
Rainey & Randall Wealth Advisors Inc.
INCREASED
Shares2,466 from 2,401
Change+65 (+3%)
Value$338.6K (-$13.3K)
Filed 2026-10-26
Signature Equity Partners, LLC
DECREASED
Shares2,457 from 2,804
Change-347 (-12%)
Value$337.3K (-$73.6K)
Filed 2026-10-29
Riverpoint Wealth Management Holdings, LLC
DECREASED
Shares2,455 from 2,457
Change-2 (0%)
Value$337.0K (-$23.0K)
Filed 2026-11-09
Wilkins Miller Wealth Management, LLC
DECREASED
Shares2,448 from 2,628
Change-180 (-7%)
Value$336.1K (-$49.1K)
Filed 2026-10-13
Founders Capital Management
UNCHANGED
Shares2,443 from 2,443
Change0 (0%)
Value$335.4K (-$22.6K)
Filed 2026-10-13
Lesa Sroufe & Co
UNCHANGED
Shares2,441 from 2,441
Change0 (0%)
Value$335 (-$357.7K)
Filed 2026-10-29
Smallwood Wealth Investment Management, LLC
INCREASED
Shares2,436 from 2,407
Change+29 (+1%)
Value$334.6K (-$18.2K)
Filed 2026-10-30
Zullo Investment Group, Inc.
INCREASED
Shares2,432 from 2,331
Change+101 (+4%)
Value$334.0K (-$7.7K)
Filed 2026-10-20
Compass Wealth Management LLC
UNCHANGED
Shares2,432 from 2,432
Change0 (0%)
Value$333.9K (-$22.5K)
Filed 2026-10-22
EdgeRock Capital LLC
DECREASED
Shares2,429 from 2,591
Change-162 (-6%)
Value$333.4K (-$46.2K)
Filed 2026-11-03
Mitchell Capital Management Co
DECREASED
Shares2,424 from 12,828
Change-10,404 (-81%)
Value$332.8K (-$1.5M)
Filed 2026-10-29
Eagle Bay Advisors LLC
INCREASED
Shares2,419 from 2,367
Change+52 (+2%)
Value$332.1K (-$14.8K)
Filed 2026-10-16
Value Investment Professionals, LLC
INCREASED
Shares2,419 from 2,416
Change+3 (+0%)
Value$332.1K (-$22.0K)
Filed 2026-10-13
Vicus Capital
DECREASED
Shares2,408 from 2,672
Change-264 (-10%)
Value$330.6K (-$61.1K)
Filed 2026-11-05
LeConte Wealth Management, LLC
INCREASED
Shares2,404 from 2,341
Change+63 (+3%)
Value$330.1K (-$13.0K)
Filed 2026-10-20
Financial Solutions Advisory Group, Inc.
INCREASED
Shares2,403 from 2,399
Change+4 (+0%)
Value$308.1K (-$37.8K)
Filed 2026-10-28
Lazard Freres Gestion S.A.S.
UNCHANGED
Shares2,400 from 2,400
Change0 (0%)
Value$329 (-$350.7K)
Filed 2026-11-03
Acima Private Wealth, LLC
UNCHANGED
Shares2,400 from 2,400
Change0 (0%)
Value$329.5K (-$22.2K)
Filed 2026-10-05
Noble Family Wealth, LLC
UNCHANGED
Shares2,400 from 2,400
Change0 (0%)
Value$329.5K (-$22.2K)
Filed 2026-10-26
RDA Financial Network
INCREASED
Shares2,393 from 2,130
Change+263 (+12%)
Value$328.6K (+$16.5K)
Filed 2026-10-15
Financial Symmetry Inc
INCREASED
Shares2,391 from 1,462
Change+929 (+64%)
Value$328.3K (+$114.0K)
Filed 2026-10-06
Community Bank, N.A.
UNCHANGED
Shares2,378 from 2,378
Change0 (0%)
Value$326.5K (-$22.0K)
Filed 2026-11-06
Blue Fin Capital, Inc.
DECREASED
Shares2,377 from 2,491
Change-114 (-5%)
Value$326.4K (-$38.7K)
Filed 2026-10-28
Quantum Financial Planning Services, Inc.
UNCHANGED
Shares2,360 from 2,360
Change0 (0%)
Value$324.0K (-$21.8K)
Filed 2026-10-14
Crown Wealth Group, LLC
DECREASED
Shares2,356 from 3,219
Change-863 (-27%)
Value$323.5K (-$148.3K)
Filed 2026-10-19
MN Wealth Advisors, LLC
INCREASED
Shares2,355 from 2,263
Change+92 (+4%)
Value$323.4K (-$8.4K)
Filed 2026-10-23
Financial Management Professionals, Inc.
DECREASED
Shares2,353 from 3,098
Change-745 (-24%)
Value$323.1K (-$130.9K)
Filed 2026-10-23
Presilium Private Wealth, LLC
INCREASED
Shares2,345 from 1,514
Change+831 (+55%)
Value$322.0K (+$100.1K)
Filed 2026-10-26
Syverson Strege & Co
DECREASED
Shares2,345 from 2,364
Change-19 (-1%)
Value$322.0K (-$24.5K)
Filed 2026-11-02
Peddock Capital Advisors, LLC
UNCHANGED
Shares2,344 from 2,344
Change0 (0%)
Value$321.8K (-$21.7K)
Filed 2026-10-16
GatePass Capital, LLC
DECREASED
Shares2,339 from 2,676
Change-337 (-13%)
Value$321.1K (-$71.0K)
Filed 2026-11-09
Onyx Bridge Wealth Group LLC
INCREASED
Shares2,337 from 2,238
Change+99 (+4%)
Value$320.8K (-$7.2K)
Filed 2026-10-16
Centennial Wealth Advisory LLC
INCREASED
Shares2,335 from 2,239
Change+96 (+4%)
Value$321.3K (-$6.8K)
Filed 2026-10-16
S.E.E.D. Planning Group LLC
INCREASED
Shares2,333 from 1,834
Change+499 (+27%)
Value$320.3K (+$51.5K)
Filed 2026-10-07
Greenhouse Wealth Management, LLC
UNCHANGED
Shares2,329 from 2,329
Change0 (0%)
Value$319.7K (-$21.5K)
Filed 2026-10-20
Avaii Wealth Management, LLC
NEW
Shares2,324
Change+2,324
Value$330.8K
Filed 2026-10-09
Clearwave Capital, LLC
DECREASED
Shares2,303 from 3,319
Change-1,016 (-31%)
Value$316.3K (-$170.1K)
Filed 2026-10-27
ForthRight Wealth Management, LLC
UNCHANGED
Shares2,298 from 2,298
Change0 (0%)
Value$315.5K (-$21.3K)
Filed 2026-11-06
Forbes J M & Co LLP
INCREASED
Shares2,297 from 2,282
Change+15 (+1%)
Value$315.4K (-$19.0K)
Filed 2026-10-16
Crusonia Wealth Advisors LLC
INCREASED
Shares2,292 from 1,997
Change+295 (+15%)
Value$314.7K (+$22.0K)
Filed 2026-10-26
Stephenson & Company, Inc.
NEW
Shares2,290
Change+2,290
Value$314.4K
Filed 2026-10-30
West Financial Advisors, LLC
UNCHANGED
Shares2,289 from 2,289
Change0 (0%)
Value$314.3K (-$21.2K)
Filed 2026-10-22
John G Ullman & Associates Inc
DECREASED
Shares2,288 from 16,029
Change-13,741 (-86%)
Value$314.1K (-$2.0M)
Filed 2026-11-04
Stonebridge Financial Planning Group, LLC
DECREASED
Shares2,284 from 3,862
Change-1,578 (-41%)
Value$313.6K (-$252.4K)
Filed 2026-11-06
True Wealth Design, LLC
INCREASED
Shares2,284 from 1,303
Change+981 (+75%)
Value$313.6K (+$122.6K)
Filed 2026-10-13
First Bank & Trust
DECREASED
Shares2,284 from 2,362
Change-78 (-3%)
Value$313.6K (-$32.6K)
Filed 2026-10-19
Chemistry Wealth Management LLC
DECREASED
Shares2,283 from 2,381
Change-98 (-4%)
Value$313.4K (-$35.5K)
Filed 2026-10-16
City State Bank
INCREASED
Shares2,276 from 2,221
Change+55 (+2%)
Value$312.5K (-$13.0K)
Filed 2026-10-20
Pettee Investors, Inc.
UNCHANGED
Shares2,276 from 2,276
Change0 (0%)
Value$312.5K (-$21.1K)
Filed 2026-11-09
JFS Wealth Advisors, LLC
DECREASED
Shares2,275 from 2,393
Change-118 (-5%)
Value$312.4K (-$38.3K)
Filed 2026-11-03
Wall Street Financial Group, Inc.
INCREASED
Shares2,274 from 1,947
Change+327 (+17%)
Value$312.2K (+$26.9K)
Filed 2026-11-09
Forza Wealth Management, LLC
DECREASED
Shares2,274 from 2,364
Change-90 (-4%)
Value$312.2K (-$34.2K)
Filed 2026-10-20
Private Advisory Group LLC
DECREASED
Shares2,273 from 2,417
Change-144 (-6%)
Value$312.0K (-$42.1K)
Filed 2026-11-06
Essex LLC
DECREASED
Shares2,273 from 2,325
Change-52 (-2%)
Value$312.1K (-$28.6K)
Filed 2026-10-14
Quilter Plc
UNCHANGED
Shares2,268 from 2,268
Change0 (0%)
Value$311.4K (-$21.0K)
Filed 2026-10-21
Lord & Richards Wealth Management, LLC
NEW
Shares2,266
Change+2,266
Value$311.1K
Filed 2026-10-14
IFS Advisors, LLC
NEW
Shares2,257
Change+2,257
Value$309.9K
Filed 2026-10-14
Financial Management Network Inc
DECREASED
Shares2,253 from 2,255
Change-2 (0%)
Value$320.6K (+$35.6K)
Filed 2026-10-09
55 North Private Wealth, LLC
DECREASED
Shares2,249 from 2,584
Change-335 (-13%)
Value$308.8K (-$69.9K)
Filed 2026-10-20
NavPoint Financial, Inc.
UNCHANGED
Shares2,248 from 2,248
Change0 (0%)
Value$308.7K (-$20.8K)
Filed 2026-10-21
CLG LLC
INCREASED
Shares2,242 from 2,166
Change+76 (+4%)
Value$307.9K (-$9.6K)
Filed 2026-10-13
RFG Holdings, Inc.
DECREASED
Shares2,241 from 2,418
Change-177 (-7%)
Value$307.7K (-$46.7K)
Filed 2026-10-30
Community Trust & Investment Co
UNCHANGED
Shares2,241 from 2,241
Change0 (0%)
Value$307.7K (-$20.7K)
Filed 2026-10-15
Walled Lake Planning & Wealth Management, LLC
INCREASED
Shares2,235 from 2,228
Change+7 (+0%)
Value$306.9K (-$19.7K)
Filed 2026-10-29
Johnson Financial Group, LLC
DECREASED
Shares2,234 from 10,327
Change-8,093 (-78%)
Value$306.7K (-$1.2M)
Filed 2026-11-03
Delta Investment Management, LLC
DECREASED
Shares2,233 from 2,293
Change-60 (-3%)
Value$306.6K (-$29.4K)
Filed 2026-11-09
Breachway Investments LLC
INCREASED
Shares2,232 from 1,832
Change+400 (+22%)
Value$306.5K (+$38.0K)
Filed 2026-10-19
Seelaus Asset Management LLC
INCREASED
Shares2,220 from 2,210
Change+10 (+0%)
Value$304.8K (-$19.1K)
Filed 2026-10-14
Elwood & Goetz Wealth Advisory Group, LLC
DECREASED
Shares2,219 from 2,265
Change-46 (-2%)
Value$304.6K (-$27.3K)
Filed 2026-10-28
Fermata Advisors, LLC
NEW
Shares2,218
Change+2,218
Value$304.5K
Filed 2026-10-13
Beverly Hills Private Wealth, LLC
INCREASED
Shares2,218 from 2,095
Change+123 (+6%)
Value$304.6K (-$2.5K)
Filed 2026-11-04
Pincus Capital Management, LP
UNCHANGED
Shares2,217 from 2,217
Change0 (0%)
Value$304.4K (-$20.5K)
Filed 2026-11-09
MPS Loria Financial Planners, LLC
INCREASED
Shares2,214 from 2,206
Change+8 (+0%)
Value$303.9K (-$19.4K)
Filed 2026-10-14
Juncture Wealth Strategies, LLC
INCREASED
Shares2,208 from 2,113
Change+95 (+5%)
Value$303.2K (-$6.5K)
Filed 2026-10-06
Ddfg, Inc
INCREASED
Shares2,206 from 2,204
Change+2 (+0%)
Value$302.9K (-$20.0K)
Filed 2026-10-15
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares2,201 from 6,687
Change-4,486 (-67%)
Value$302.2K (-$677.8K)
Filed 2026-10-07
MBA Advisors LLC
INCREASED
Shares2,201 from 1,701
Change+500 (+29%)
Value$302.2K (+$52.9K)
Filed 2026-10-29
Wilkins Investment Counsel Inc
UNCHANGED
Shares2,200 from 2,200
Change0 (0%)
Value$302.1K (-$20.4K)
Filed 2026-11-03
Balentine LLC
DECREASED
Shares2,197 from 3,697
Change-1,500 (-41%)
Value$301.6K (-$240.1K)
Filed 2026-11-03
General Partner, Inc.
UNCHANGED
Shares2,190 from 2,190
Change0 (0%)
Value$300.7K (-$20.3K)
Filed 2026-10-05
Mainstay Capital Management LLC
DECREASED
Shares2,189 from 2,397
Change-208 (-9%)
Value$300.5K (-$50.7K)
Filed 2026-11-09
Beirne Wealth Consulting Services, LLC
DECREASED
Shares2,187 from 2,443
Change-256 (-10%)
Value$300.3K (-$57.7K)
Filed 2026-10-19
Arch Global Advisors, LLC
DECREASED
Shares2,175 from 2,781
Change-606 (-22%)
Value$298.6K (-$108.9K)
Filed 2026-10-23
Foronjy Financial LLC
DECREASED
Shares2,175 from 2,571
Change-396 (-15%)
Value$298.6K (-$78.1K)
Filed 2026-10-14
W.H. Cornerstone Investments Inc.
DECREASED
Shares2,175 from 2,192
Change-17 (-1%)
Value$298.7K (-$22.5K)
Filed 2026-11-03
American Institute for Advanced Investment Management, LLP
UNCHANGED
Shares2,163 from 2,163
Change0 (0%)
Value$297.0K (-$20.0K)
Filed 2026-11-03
Walkner Condon Financial Advisors LLC
INCREASED
Shares2,162 from 2,000
Change+162 (+8%)
Value$296.8K (+$3.7K)
Filed 2026-11-02
GSG Advisors LLC
DECREASED
Shares2,156 from 3,194
Change-1,038 (-32%)
Value$296.1K (-$172.0K)
Filed 2026-11-03
Shoker Investment Counsel, Inc.
INCREASED
Shares2,140 from 1,963
Change+177 (+9%)
Value$293.9K (+$6.2K)
Filed 2026-11-04
Bayban
UNCHANGED
Shares2,140 from 2,140
Change0 (0%)
Value$313.6K ($0)
Filed 2026-11-05
First Financial Corp
DECREASED
Shares2,136 from 2,286
Change-150 (-7%)
Value$293.3K (-$41.7K)
Filed 2026-10-13
Congress Asset Management Co
DECREASED
Shares2,132 from 5,649
Change-3,517 (-62%)
Value$292.7K (-$535.2K)
Filed 2026-10-06
Activest Wealth Management
INCREASED
Shares2,129 from 843
Change+1,286 (+153%)
Value$292.3K (+$168.7K)
Filed 2026-10-15
Vaquero Private Wealth, LTD
DECREASED
Shares2,127 from 2,182
Change-55 (-3%)
Value$292.0K (-$27.7K)
Filed 2026-10-27
Kaufman Rossin Wealth, LLC
INCREASED
Shares2,125 from 1,464
Change+661 (+45%)
Value$291.7K (+$80.7K)
Filed 2026-10-19
CJM Wealth Advisers, Ltd.
DECREASED
Shares2,122 from 2,306
Change-184 (-8%)
Value$291.4K (-$46.6K)
Filed 2026-10-27
Vista Capital Partners, Inc.
DECREASED
Shares2,112 from 2,362
Change-250 (-11%)
Value$290.0K (-$56.2K)
Filed 2026-11-06
Clear Wave Wealth Management LLC
INCREASED
Shares2,112 from 1,970
Change+142 (+7%)
Value$290.0K (+$1.3K)
Filed 2026-11-04
Gradient Capital Advisors, LLC
INCREASED
Shares2,106 from 2,092
Change+14 (+1%)
Value$289.2K (-$17.4K)
Filed 2026-10-21
Fiduciary Financial Group, LLC
INCREASED
Shares2,105 from 1,998
Change+107 (+5%)
Value$289.0K (-$3.8K)
Filed 2026-10-13
Blake Schutter Theil Wealth Advisors, LLC
UNCHANGED
Shares2,101 from 2,101
Change0 (0%)
Value$288.5K (-$19.4K)
Filed 2026-11-02
Kazazian Asset Management, LLC
NEW
Shares2,100
Change+2,100
Value$288.3K
Filed 2026-11-02
Addison Advisors LLC
INCREASED
Shares2,099 from 2,081
Change+18 (+1%)
Value$288.2K (-$16.7K)
Filed 2026-11-06
Redhawk Wealth Advisors, Inc.
DECREASED
Shares2,098 from 2,238
Change-140 (-6%)
Value$288.0K (-$40.0K)
Filed 2026-10-14
Carl P. Sherr & Co., LLC
INCREASED
Shares2,091 from 2,089
Change+2 (+0%)
Value$287.1K (-$19.1K)
Filed 2026-11-06
Henderson Brothers Financial Partners, LLC
INCREASED
Shares2,090 from 2,032
Change+58 (+3%)
Value$287.0K (-$10.8K)
Filed 2026-11-03
Vann Equity Management LLC
DECREASED
Shares2,089 from 2,105
Change-16 (-1%)
Value$286.8K (-$21.7K)
Filed 2026-10-08
Summit Wealth Group, LLC
DECREASED
Shares2,084 from 2,195
Change-111 (-5%)
Value$286.1K (-$35.5K)
Filed 2026-11-09
Sollinda Capital Management LLC
UNCHANGED
Shares2,083 from 2,083
Change0 (0%)
Value$286.0K (-$19.3K)
Filed 2026-11-09
Cooper S Advisors, LLC
INCREASED
Shares2,080 from 2,019
Change+61 (+3%)
Value$285.6K (-$10.3K)
Filed 2026-11-03
Dale Q Rice Investment Management Ltd
INCREASED
Shares2,078 from 1,979
Change+99 (+5%)
Value$285.3K (-$4.7K)
Filed 2026-10-09
Pzena Investment Management LLC
UNCHANGED
Shares2,076 from 2,076
Change0 (0%)
Value$285.0K (-$19.2K)
Filed 2026-10-30
Blue Square Asset Management, LLC
UNCHANGED
Shares2,075 from 2,075
Change0 (0%)
Value$284.9K (-$19.2K)
Filed 2026-11-02
WP Advisors, LLC
DECREASED
Shares2,069 from 2,650
Change-581 (-22%)
Value$284.2K (-$104.2K)
Filed 2026-10-22
Range Financial Group LLC
DECREASED
Shares2,066 from 3,972
Change-1,906 (-48%)
Value$283.7K (-$298.4K)
Filed 2026-10-21
First Business Financial Services, Inc.
INCREASED
Shares2,058 from 1,993
Change+65 (+3%)
Value$282.6K (-$9.5K)
Filed 2026-10-29
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares2,058 from 2,058
Change0 (0%)
Value$282.6K (-$19.0K)
Filed 2026-10-23
Ted Buchan & Co
UNCHANGED
Shares2,056 from 2,056
Change0 (0%)
Value$282.3K (-$19.0K)
Filed 2026-10-23
Mccarter Private Wealth Services LLC
DECREASED
Shares2,055 from 6,438
Change-4,383 (-68%)
Value$282.2K (-$661.3K)
Filed 2026-10-22
Family Wealth Partners, LLC
NEW
Shares2,054
Change+2,054
Value$282.0K
Filed 2026-10-20
Bender Robert & Associates
UNCHANGED
Shares2,052 from 2,052
Change0 (0%)
Value$281.7K (-$19.0K)
Filed 2026-10-21
Laurion Capital Management LP
DECREASED
Shares2,047 from 16,900
Change-14,853 (-88%)
Value$281.1K (-$2.2M)
Filed 2026-10-30
Bond & Devick Financial Network, Inc.
DECREASED
Shares2,046 from 2,089
Change-43 (-2%)
Value$280.9K (-$25.2K)
Filed 2026-10-23
Alchemi Wealth, LLC
INCREASED
Shares2,045 from 1,445
Change+600 (+42%)
Value$280.8K (+$68.8K)
Filed 2026-11-04
Financial Freedom, LLC
INCREASED
Shares2,045 from 2,041
Change+4 (+0%)
Value$280.8K (-$18.4K)
Filed 2026-11-06
Smith Thornton Advisors LLC
DECREASED
Shares2,043 from 2,266
Change-223 (-10%)
Value$280.4K (-$17.7K)
Filed 2026-10-16
Rise Advisors, LLC
DECREASED
Shares2,041 from 2,065
Change-24 (-1%)
Value$280.3K (-$22.3K)
Filed 2026-10-16
Legacy Advisory Services, LLC
INCREASED
Shares2,038 from 2,012
Change+26 (+1%)
Value$279.8K (-$15.0K)
Filed 2026-10-20
Vestor Capital, LLC
DECREASED
Shares2,037 from 379,844
Change-377,807 (-99%)
Value$789 (-$75.2K)
Filed 2026-11-04
Sutton Place Investors LLC
INCREASED
Shares2,030 from 1,556
Change+474 (+30%)
Value$278.7K (+$50.7K)
Filed 2026-10-20
Emerald Advisers, LLC
INCREASED
Shares2,030 from 1,960
Change+70 (+4%)
Value$278.7K (-$8.5K)
Filed 2026-11-09
Optivise Advisory Services LLC
INCREASED
Shares2,025 from 1,786
Change+239 (+13%)
Value$278.0K (+$16.3K)
Filed 2026-10-19
North Forty Two & Co.
UNCHANGED
Shares2,022 from 2,022
Change0 (0%)
Value$277.6K (-$18.7K)
Filed 2026-10-19
Bangor Savings Bank
DECREASED
Shares2,021 from 2,212
Change-191 (-9%)
Value$277.5K (-$46.7K)
Filed 2026-10-06
James J. Burns & Company, LLC
UNCHANGED
Shares2,016 from 2,016
Change0 (0%)
Value$276.9K (-$18.6K)
Filed 2026-10-22
Midwest Financial Partners Investments, Inc.
UNCHANGED
Shares2,016 from 2,016
Change0 (0%)
Value$276.8K (-$18.6K)
Filed 2026-10-08
Legacy Edge Advisors, LLC
DECREASED
Shares2,014 from 2,324
Change-310 (-13%)
Value$276.5K (-$64.1K)
Filed 2026-11-06
Caldwell Sutter Capital, Inc.
INCREASED
Shares2,013 from 1,605
Change+408 (+25%)
Value$276.4K (+$41.2K)
Filed 2026-11-09
Copper Harbor Investment Advisors, LLC
NEW
Shares2,012
Change+2,012
Value$276.2K
Filed 2026-10-16
Compound Global Advisors, LLC
INCREASED
Shares2,003 from 600
Change+1,403 (+234%)
Value$275.0K (+$187.1K)
Filed 2026-10-20
Lawood & Co
UNCHANGED
Shares2,003 from 2,003
Change0 (0%)
Value$275.0K (-$18.5K)
Filed 2026-10-09
Eubel Brady & Suttman Asset Management Inc
INCREASED
Shares2,002 from 2,000
Change+2 (+0%)
Value$275 (-$292.7K)
Filed 2026-11-04
Northcape Wealth Management, LLC
DECREASED
Shares2,001 from 3,201
Change-1,200 (-37%)
Value$274.7K (-$194.4K)
Filed 2026-11-04
Compass Capital Management, Inc
NEW
Shares2,000
Change+2,000
Value$274.6K
Filed 2026-11-06
Levin Capital Strategies, L.P.
NEW
Shares2,000
Change+2,000
Value$274.6K
Filed 2026-11-02
Livet Wealth, LLC
DECREASED
Shares1,997 from 2,995
Change-998 (-33%)
Value$274.2K (-$164.7K)
Filed 2026-10-27
Physician Wealth Advisors, Inc.
DECREASED
Shares1,997 from 2,070
Change-73 (-4%)
Value$274.2K (-$29.2K)
Filed 2026-10-20
Cascade Wealth Advisors, Inc
UNCHANGED
Shares1,995 from 1,995
Change0 (0%)
Value$231.6K (-$61.7K)
Filed 2026-11-09
Carson Advisory Inc.
INCREASED
Shares1,993 from 1,850
Change+143 (+8%)
Value$273.6K (+$2.5K)
Filed 2026-11-06
Heritage Family Offices, LLP
DECREASED
Shares1,992 from 2,355
Change-363 (-15%)
Value$273.5K (-$71.6K)
Filed 2026-11-02
Elite Life Management LLC
DECREASED
Shares1,989 from 2,137
Change-148 (-7%)
Value$229.1K (-$79.5K)
Filed 2026-11-06
Prosperitas Financial LLC
NEW
Shares1,981
Change+1,981
Value$272.1K
Filed 2026-10-28
Human Investing LLC
INCREASED
Shares1,981 from 1,673
Change+308 (+18%)
Value$272.0K (+$26.8K)
Filed 2026-10-19
Strata Wealth Advisors, LLC
DECREASED
Shares1,980 from 2,066
Change-86 (-4%)
Value$271.9K (-$30.9K)
Filed 2026-10-16
True Private Wealth Advisors
INCREASED
Shares1,977 from 1,968
Change+9 (+0%)
Value$271.6K (-$16.8K)
Filed 2026-10-19
Black Diamond Financial, LLC
INCREASED
Shares1,974 from 1,719
Change+255 (+15%)
Value$271.1K (+$19.2K)
Filed 2026-10-26
Aletheian Wealth Advisors LLC
INCREASED
Shares1,974 from 1,899
Change+75 (+4%)
Value$271.0K (-$7.3K)
Filed 2026-10-08
Lakeshore Financial Planning, Inc.
INCREASED
Shares1,974 from 1,973
Change+1 (+0%)
Value$271.0K (-$18.2K)
Filed 2026-10-13
Acropolis Investment Management, LLC
INCREASED
Shares1,969 from 1,874
Change+95 (+5%)
Value$270.4K (-$4.2K)
Filed 2026-10-08
Clark Asset Management, LLC
DECREASED
Shares1,968 from 2,616
Change-648 (-25%)
Value$270.2K (-$113.2K)
Filed 2026-10-19
Gibraltar Capital Management, Inc.
UNCHANGED
Shares1,966 from 1,966
Change0 (0%)
Value$270.0K (-$18.2K)
Filed 2026-10-27
Worth Asset Management, LLC
DECREASED
Shares1,960 from 8,295
Change-6,335 (-76%)
Value$269.1K (-$946.5K)
Filed 2026-10-07
626 Financial, LLC
INCREASED
Shares1,960 from 1,958
Change+2 (+0%)
Value$269.1K (-$17.9K)
Filed 2026-11-04
Independence Wealth Advisors, LLC
DECREASED
Shares1,959 from 1,967
Change-8 (0%)
Value$269.0K (-$19.3K)
Filed 2026-10-29
Centerline Wealth Advisors, LLC
INCREASED
Shares1,959 from 1,956
Change+3 (+0%)
Value$269.0K (-$17.6K)
Filed 2026-10-15
Kaizen Financial Strategies
DECREASED
Shares1,954 from 2,028
Change-74 (-4%)
Value$268.2K (-$20.8K)
Filed 2026-10-09
Arkfeld Wealth Strategies, L.L.C.
INCREASED
Shares1,953 from 1,952
Change+1 (+0%)
Value$280.4K (-$328)
Filed 2026-10-19
Seven Mile Advisory
DECREASED
Shares1,947 from 1,962
Change-15 (-1%)
Value$267.3K (-$20.2K)
Filed 2026-10-22
Benchmark Financial Wealth Advisors, LLC
INCREASED
Shares1,944 from 1,629
Change+315 (+19%)
Value$267.0K (+$28.3K)
Filed 2026-10-20
bLong Financial, LLC
INCREASED
Shares1,940 from 1,930
Change+10 (+1%)
Value$266.4K (-$16.5K)
Filed 2026-10-29
OFS Enterprise LLC
DECREASED
Shares1,938 from 1,981
Change-43 (-2%)
Value$266.1K (-$24.2K)
Filed 2026-10-16
Foundation Wealth Management, LLC
NEW
Shares1,934
Change+1,934
Value$265.6K
Filed 2026-10-22
Sierra Ocean, LLC
DECREASED
Shares1,927 from 1,983
Change-56 (-3%)
Value$264.5K (-$26.0K)
Filed 2026-11-03
ROI Financial Advisors, LLC
DECREASED
Shares1,926 from 2,138
Change-212 (-10%)
Value$264.5K (-$48.9K)
Filed 2026-10-19
Precedent Wealth Partners, LLC
INCREASED
Shares1,926 from 1,864
Change+62 (+3%)
Value$264.4K (-$8.7K)
Filed 2026-10-21
SFI Advisors, LLC
INCREASED
Shares1,925 from 1,725
Change+200 (+12%)
Value$264.3K (+$11.5K)
Filed 2026-10-30
Integris Wealth Management, LLC
INCREASED
Shares1,924 from 1,894
Change+30 (+2%)
Value$264.1K (-$13.5K)
Filed 2026-10-14
Endowment Wealth Management, Inc.
DECREASED
Shares1,922 from 1,928
Change-6 (0%)
Value$263.9K (-$18.6K)
Filed 2026-11-03
Life Planning Partners, Inc
DECREASED
Shares1,920 from 2,720
Change-800 (-29%)
Value$263.6K (-$135.0K)
Filed 2026-10-28
Christensen, King & Associates Investment Services, Inc.
NEW
Shares1,916
Change+1,916
Value$263.1K
Filed 2026-10-22
First United Bank & Trust
DECREASED
Shares1,914 from 1,966
Change-52 (-3%)
Value$262.8K (-$25.3K)
Filed 2026-10-22
Lincoln Capital LLC
DECREASED
Shares1,913 from 2,148
Change-235 (-11%)
Value$262.7K (-$52.1K)
Filed 2026-10-09
Willow Creek Capital Management, Inc.
UNCHANGED
Shares1,913 from 1,913
Change0 (0%)
Value$280.4K ($0)
Filed 2026-10-16
Warwick Investment Management, Inc.
DECREASED
Shares1,909 from 1,958
Change-49 (-2%)
Value$262.1K (-$24.8K)
Filed 2026-10-19
American National Bank of Texas
UNCHANGED
Shares1,900 from 1,900
Change0 (0%)
Value$260.9K (-$17.6K)
Filed 2026-10-07
Collaborative Fund Advisors, LLC
DECREASED
Shares1,899 from 4,088
Change-2,189 (-54%)
Value$260.7K (-$338.4K)
Filed 2026-11-02
Country Trust Bank
DECREASED
Shares1,896 from 2,154
Change-258 (-12%)
Value$260.3K (-$55.3K)
Filed 2026-10-30
Arbor Investment Advisors, LLC
DECREASED
Shares1,890 from 2,094
Change-204 (-10%)
Value$259.5K (-$47.4K)
Filed 2026-10-26
Wealth Preservation Advisors, LLC
NEW
Shares1,889
Change+1,889
Value$259.3K
Filed 2026-11-05
Conservest Capital Advisors, Inc.
INCREASED
Shares1,886 from 1,713
Change+173 (+10%)
Value$259.0K (+$7.9K)
Filed 2026-11-09
Vanguard Capital Wealth Advisors
UNCHANGED
Shares1,883 from 1,883
Change0 (0%)
Value$258.5K (-$17.4K)
Filed 2026-10-16
Columbus Macro, LLC
INCREASED
Shares1,873 from 1,743
Change+130 (+7%)
Value$257.2K (+$1.8K)
Filed 2026-10-14
Brown Miller Wealth Management, LLC
INCREASED
Shares1,867 from 1,837
Change+30 (+2%)
Value$256.4K (-$12.9K)
Filed 2026-11-02
Bernicke Wealth Management, Ltd.
DECREASED
Shares1,849 from 5,387
Change-3,538 (-66%)
Value$253.9K (-$535.6K)
Filed 2026-11-06
Donaldson Capital Management, LLC
DECREASED
Shares1,845 from 1,978
Change-133 (-7%)
Value$253.3K (-$36.6K)
Filed 2026-11-09
Traveka Wealth, LLC
DECREASED
Shares1,841 from 1,991
Change-150 (-8%)
Value$252.7K (-$39.0K)
Filed 2026-10-19
IronOak Wealth Llc.
NEW
Shares1,835
Change+1,835
Value$251.9K
Filed 2026-11-06
Gallacher Capital Management LLC
NEW
Shares1,835
Change+1,835
Value$252.0K
Filed 2026-10-30
Legacy Wealth Management, LLC / MS
DECREASED
Shares1,830 from 2,073
Change-243 (-12%)
Value$251.3K (-$52.5K)
Filed 2026-10-30
Park Place Capital Corp
DECREASED
Shares1,828 from 2,002
Change-174 (-9%)
Value$251.0K (-$42.4K)
Filed 2026-11-09
Sunburst Financial Group, LLC
DECREASED
Shares1,826 from 2,079
Change-253 (-12%)
Value$250.8K (-$54.0K)
Filed 2026-10-09
Veracity Capital LLC
INCREASED
Shares1,821 from 1,619
Change+202 (+12%)
Value$250.1K (+$12.8K)
Filed 2026-10-08
Clarus Group, Inc.
INCREASED
Shares1,820 from 1,818
Change+2 (+0%)
Value$249.9K (-$16.6K)
Filed 2026-10-21
Motive Wealth Advisors
DECREASED
Shares1,810 from 1,952
Change-142 (-7%)
Value$248.5K (-$37.6K)
Filed 2026-10-26
World Equity Group, Inc.
DECREASED
Shares1,807 from 2,203
Change-396 (-18%)
Value$248.2K (-$74.7K)
Filed 2026-10-14
MSH Capital Advisors LLC
INCREASED
Shares1,806 from 1,576
Change+230 (+15%)
Value$248.0K (+$17.1K)
Filed 2026-11-03
Buttonwood Financial Advisors Inc.
DECREASED
Shares1,805 from 1,816
Change-11 (-1%)
Value$247.8K (-$18.2K)
Filed 2026-10-13
Board of the Pension Protection Fund
NEW
Shares1,800
Change+1,800
Value$247.1K
Filed 2026-11-09
Swmg, LLC
NEW
Shares1,795
Change+1,795
Value$225.4K
Filed 2026-10-23
Raab & Moskowitz Asset Management LLC
DECREASED
Shares1,792 from 2,084
Change-292 (-14%)
Value$246.0K (-$59.4K)
Filed 2026-11-02
Canandaigua National Trust Co of Florida
NEW
Shares1,790
Change+1,790
Value$245.8K
Filed 2026-10-07
Landmark Wealth Management, LLC
DECREASED
Shares1,776 from 1,783
Change-7 (0%)
Value$243.9K (-$17.4K)
Filed 2026-11-03
Charles Schwab Trust Co
INCREASED
Shares1,775 from 1,723
Change+52 (+3%)
Value$243.7K (-$8.8K)
Filed 2026-10-15
Blue Capital, Inc.
NEW
Shares1,765
Change+1,765
Value$242.4K
Filed 2026-10-13
Brandywine OAK Private Wealth LLC
DECREASED
Shares1,763 from 1,789
Change-26 (-1%)
Value$242.1K (-$20.0K)
Filed 2026-10-23
Professional Financial Advisors, LLC
INCREASED
Shares1,759 from 1,751
Change+8 (+0%)
Value$241.5K (-$15.2K)
Filed 2026-10-13
WT Wealth Management
NEW
Shares1,754
Change+1,754
Value$240.8K
Filed 2026-10-13
Allied Investment Advisors, LLC
DECREASED
Shares1,750 from 2,050
Change-300 (-15%)
Value$240.3K (-$60.2K)
Filed 2026-10-13
Wealth Quarterback LLC
INCREASED
Shares1,750 from 1,544
Change+206 (+13%)
Value$240.3K (+$14.1K)
Filed 2026-10-20
Johnson Wealth Management, LLC
DECREASED
Shares1,749 from 1,817
Change-68 (-4%)
Value$240.1K (-$26.1K)
Filed 2026-11-09
Berkeley, Inc
DECREASED
Shares1,743 from 1,757
Change-14 (-1%)
Value$239.3K (-$18.2K)
Filed 2026-10-20
Act Two Investors LLC
UNCHANGED
Shares1,740 from 1,740
Change0 (0%)
Value$238.9K (-$16.1K)
Filed 2026-11-09
Family Capital Management, Inc.
DECREASED
Shares1,737 from 1,794
Change-57 (-3%)
Value$238.5K (-$24.4K)
Filed 2026-11-03
Sentry LLC
UNCHANGED
Shares1,736 from 1,736
Change0 (0%)
Value$238.4K (-$16.1K)
Filed 2026-10-30
Asset Advisory Group, Inc.
UNCHANGED
Shares1,735 from 1,735
Change0 (0%)
Value$238.2K (-$16.0K)
Filed 2026-10-20
Kozak & Associates, Inc.
DECREASED
Shares1,734 from 7,723
Change-5,989 (-78%)
Value$250.6K (-$850.0K)
Filed 2026-10-29
St. Louis Trust Co
UNCHANGED
Shares1,727 from 1,727
Change0 (0%)
Value$237.1K (-$209.7K)
Filed 2026-11-03
Spectrum Financial Alliance Ltd LLC
INCREASED
Shares1,726 from 1,478
Change+248 (+17%)
Value$237.0K (+$20.4K)
Filed 2026-10-29
Davidson Investment Advisors
UNCHANGED
Shares1,725 from 1,725
Change0 (0%)
Value$236.8K (-$16.0K)
Filed 2026-10-20
Purkiss Capital Advisors LLC
UNCHANGED
Shares1,722 from 1,722
Change0 (0%)
Value$236.4K (-$15.9K)
Filed 2026-11-06
SWP Financial LLC
INCREASED
Shares1,720 from 1,690
Change+30 (+2%)
Value$236.2K (-$11.5K)
Filed 2026-10-23
Wescott Financial Advisory Group, LLC
INCREASED
Shares1,719 from 1,698
Change+21 (+1%)
Value$236.0K (-$12.8K)
Filed 2026-11-09
RBA Wealth Management, LLC
NEW
Shares1,715
Change+1,715
Value$235.5K
Filed 2026-10-28
Manske Wealth Management
INCREASED
Shares1,715 from 1,614
Change+101 (+6%)
Value$235.5K (-$1.1K)
Filed 2026-10-26
Montis Financial, LLC
INCREASED
Shares1,712 from 1,529
Change+183 (+12%)
Value$235.1K (+$11.0K)
Filed 2026-11-04
Monetary Solutions, Ltd
INCREASED
Shares1,710 from 1,343
Change+367 (+27%)
Value$234.8K (+$38.0K)
Filed 2026-10-22
Storen Legacy Partners, LLC
DECREASED
Shares1,710 from 1,842
Change-132 (-7%)
Value$234.8K (-$35.1K)
Filed 2026-11-09
Wilkerson Advisory Group LLC
DECREASED
Shares1,709 from 1,732
Change-23 (-1%)
Value$234.6K (-$19.2K)
Filed 2026-10-20
Cambridge Financial Group, LLC
UNCHANGED
Shares1,708 from 1,708
Change0 (0%)
Value$250.3K ($0)
Filed 2026-10-06
Kohmann Bosshard Financial Services, LLC
INCREASED
Shares1,707 from 1,494
Change+213 (+14%)
Value$234.3K (+$15.4K)
Filed 2026-11-04
Marble Harbor Investment Counsel, LLC
DECREASED
Shares1,700 from 2,200
Change-500 (-23%)
Value$233.4K (-$89.0K)
Filed 2026-11-06
St. Clair Advisors, LLC
UNCHANGED
Shares1,700 from 1,700
Change0 (0%)
Value$233.4K (-$15.7K)
Filed 2026-10-13
Madison Park Capital Advisors, LLC
INCREASED
Shares1,699 from 781
Change+918 (+118%)
Value$233.3K (-$52.3K)
Filed 2026-10-28
Woodward Diversified Capital, LLC
INCREASED
Shares1,699 from 1,494
Change+205 (+14%)
Value$233.3K (+$14.3K)
Filed 2026-10-21
M. Kraus & Co
DECREASED
Shares1,692 from 1,917
Change-225 (-12%)
Value$232.3K (-$48.6K)
Filed 2026-10-20
Investment Advisory Services Inc
INCREASED
Shares1,691 from 1,507
Change+184 (+12%)
Value$232.2K (+$11.3K)
Filed 2026-10-27
Madrona Financial Services, LLC
NEW
Shares1,689
Change+1,689
Value$231.9K
Filed 2026-10-23
Kessler Investment Group, LLC
DECREASED
Shares1,687 from 1,694
Change-7 (0%)
Value$231.6K (-$16.6K)
Filed 2026-10-08
Cordgrass Capital Advisors, LLC
INCREASED
Shares1,684 from 1,675
Change+9 (+1%)
Value$231.2K (-$14.3K)
Filed 2026-10-30
Catalyst Private Wealth, LLC
NEW
Shares1,683
Change+1,683
Value$231.1K
Filed 2026-10-13
S&A Financial Services, Inc.
UNCHANGED
Shares1,678 from 1,678
Change0 (0%)
Value$230.4K (-$15.5K)
Filed 2026-11-03
Alliance Wealth Management Group
DECREASED
Shares1,673 from 1,696
Change-23 (-1%)
Value$229.7K (-$18.8K)
Filed 2026-10-29
Shulman DeMeo Asset Management LLC
INCREASED
Shares1,672 from 1,671
Change+1 (+0%)
Value$238.2K (-$6.7K)
Filed 2026-10-09
Eurizon SLJ Capital Ltd
INCREASED
Shares1,670 from 1,606
Change+64 (+4%)
Value$229.3K (-$6.1K)
Filed 2026-11-06
Scratch Capital LLC
DECREASED
Shares1,665 from 1,748
Change-83 (-5%)
Value$228.6K (-$27.6K)
Filed 2026-11-02
Empire Life Investments Inc.
DECREASED
Shares1,661 from 1,755
Change-94 (-5%)
Value$228.1K (-$29.1K)
Filed 2026-11-06
Archer Investment Corp
DECREASED
Shares1,651 from 1,680
Change-29 (-2%)
Value$226.6K (-$19.6K)
Filed 2026-11-05
GenWealth Group, Inc.
UNCHANGED
Shares1,645 from 1,645
Change0 (0%)
Value$225.9K (-$15.2K)
Filed 2026-10-16
Worth Financial Advisory Group, LLC
DECREASED
Shares1,643 from 2,078
Change-435 (-21%)
Value$225.6K (-$78.9K)
Filed 2026-10-19
T3 Companies, LLC
DECREASED
Shares1,641 from 2,115
Change-474 (-22%)
Value$225.3K (-$84.6K)
Filed 2026-10-22
Bingham Private Wealth, LLC
DECREASED
Shares1,639 from 1,951
Change-312 (-16%)
Value$225.0K (-$60.9K)
Filed 2026-11-05
Financial Enhancement Group LLC
DECREASED
Shares1,636 from 1,705
Change-69 (-4%)
Value$234.9K (-$15.0K)
Filed 2026-10-08
Tilia Fiduciary Partners, Inc.
INCREASED
Shares1,636 from 1,630
Change+6 (+0%)
Value$224.6K (-$14.3K)
Filed 2026-10-09
TL Private Wealth
INCREASED
Shares1,631 from 1,629
Change+2 (+0%)
Value$224.1K (-$6.6K)
Filed 2026-10-13
Main Street Group, LTD
INCREASED
Shares1,630 from 1,589
Change+41 (+3%)
Value$223.8K (-$9.2K)
Filed 2026-10-28
Grandview Asset Management LLC
DECREASED
Shares1,629 from 1,840
Change-211 (-11%)
Value$223.7K (-$46.0K)
Filed 2026-10-19
CMH Wealth Management LLC
UNCHANGED
Shares1,627 from 1,627
Change0 (0%)
Value$223.4K (-$15.1K)
Filed 2026-10-22
Jessup Wealth Management, Inc
NEW
Shares1,621
Change+1,621
Value$222.6K
Filed 2026-10-20
FDx Advisors, Inc.
INCREASED
Shares1,619 from 1,594
Change+25 (+2%)
Value$222 (-$233.8K)
Filed 2026-11-09
One Wealth Capital Management, LLC
DECREASED
Shares1,618 from 14,876
Change-13,258 (-89%)
Value$222.2K (-$2.0M)
Filed 2026-10-23
James T. Borello RIA
INCREASED
Shares1,617 from 971
Change+646 (+67%)
Value$222.0K (+$79.7K)
Filed 2026-10-16
Saxony Capital Management, LLC
NEW
Shares1,612
Change+1,612
Value$221.3K
Filed 2026-10-15
IAG Wealth Partners, LLC
UNCHANGED
Shares1,611 from 1,611
Change0 (0%)
Value$221.2K (-$14.9K)
Filed 2026-11-06
Winnacle Wealth LLC
INCREASED
Shares1,610 from 1,535
Change+75 (+5%)
Value$221.0K (-$3.9K)
Filed 2026-10-15
Portfolio Strategies, Inc.
DECREASED
Shares1,609 from 1,648
Change-39 (-2%)
Value$220.9K (-$20.6K)
Filed 2026-11-06
Clearstead Trust, LLC
INCREASED
Shares1,608 from 1,367
Change+241 (+18%)
Value$220.8K (+$20.4K)
Filed 2026-11-06
Fingerlakes Wealth Management, Inc.
DECREASED
Shares1,608 from 1,617
Change-9 (-1%)
Value$220.8K (-$16.2K)
Filed 2026-11-04
Headland Capital, LLC
INCREASED
Shares1,606 from 1,431
Change+175 (+12%)
Value$220.5K (+$10.8K)
Filed 2026-11-06
Evolution Wealth Advisors, LLC
DECREASED
Shares1,604 from 2,243
Change-639 (-28%)
Value$220.2K (-$108.5K)
Filed 2026-11-03
GenTrust, LLC
DECREASED
Shares1,604 from 1,958
Change-354 (-18%)
Value$220.3K (-$66.7K)
Filed 2026-11-06
Guardsman Private Capital Management, Inc.
UNCHANGED
Shares1,600 from 1,600
Change0 (0%)
Value$219.7K (-$14.8K)
Filed 2026-10-19
AtlasMark Financial, Inc
UNCHANGED
Shares1,600 from 1,600
Change0 (0%)
Value$219.7K (-$14.8K)
Filed 2026-10-13
Cypress Asset Management Inc
UNCHANGED
Shares1,599 from 1,599
Change0 (0%)
Value$219.5K (-$14.8K)
Filed 2026-10-09
W Advisors, LLC
INCREASED
Shares1,598 from 1,398
Change+200 (+14%)
Value$219.4K (+$14.5K)
Filed 2026-11-02
Clean Yield Group
UNCHANGED
Shares1,597 from 1,597
Change0 (0%)
Value$219.3K (-$14.8K)
Filed 2026-10-28
25 LLC
DECREASED
Shares1,591 from 1,791
Change-200 (-11%)
Value$218.4K (-$44.0K)
Filed 2026-10-13
Harbor Group, Inc.
INCREASED
Shares1,591 from 1,588
Change+3 (+0%)
Value$218.4K (-$14.3K)
Filed 2026-10-14
Providence Wealth Advisors, LLC
DECREASED
Shares1,586 from 2,394
Change-808 (-34%)
Value$225.7K (-$114.4K)
Filed 2026-10-29
Broadway Wealth Solutions, Inc.
UNCHANGED
Shares1,586 from 1,586
Change0 (0%)
Value$217.8K (-$14.7K)
Filed 2026-10-21
Client 1ST Advisory Group, LLC
DECREASED
Shares1,585 from 1,798
Change-213 (-12%)
Value$217.6K (-$45.9K)
Filed 2026-10-19
Central Valley Advisors, LLC
DECREASED
Shares1,581 from 2,194
Change-613 (-28%)
Value$217.1K (-$104.4K)
Filed 2026-10-27
Dixon Fnancial Services, Inc.
UNCHANGED
Shares1,576 from 1,576
Change0 (0%)
Value$216.4K (-$14.6K)
Filed 2026-10-23
Fogel Capital Management, Inc.
NEW
Shares1,574
Change+1,574
Value$216.1K
Filed 2026-11-04
180 GPS Investments IC Ltd
INCREASED
Shares1,574 from 260
Change+1,314 (+505%)
Value$216.1K (+$178.0K)
Filed 2026-11-06
Ibex Wealth Advisors
DECREASED
Shares1,570 from 3,728
Change-2,158 (-58%)
Value$215.6K (-$330.7K)
Filed 2026-11-06
Baxter Bros Inc
DECREASED
Shares1,570 from 1,606
Change-36 (-2%)
Value$215.6K (-$19.8K)
Filed 2026-11-04
Tradewinds Capital Management, LLC
INCREASED
Shares1,568 from 1,531
Change+37 (+2%)
Value$215.3K (-$9.1K)
Filed 2026-10-23
Newton One Investments LLC
INCREASED
Shares1,568 from 1,561
Change+7 (+0%)
Value$215.3K (-$13.5K)
Filed 2026-10-14
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares1,567 from 1,198
Change+369 (+31%)
Value$215.2K (+$39.6K)
Filed 2026-10-16
Pennsylvania Capital Management Inc
UNCHANGED
Shares1,565 from 1,565
Change0 (0%)
Value$214.9K (-$14.5K)
Filed 2026-11-05
Vigilare Wealth Management
UNCHANGED
Shares1,565 from 1,565
Change0 (0%)
Value$214.9K (-$14.5K)
Filed 2026-10-29
Family CFO Inc
UNCHANGED
Shares1,562 from 1,562
Change0 (0%)
Value$214.5K (-$14.4K)
Filed 2026-10-30
Curat Global, LLC
INCREASED
Shares1,560 from 706
Change+854 (+121%)
Value$214.2K (+$143.4K)
Filed 2026-10-26
Great Waters Wealth Management
UNCHANGED
Shares1,559 from 1,559
Change0 (0%)
Value$214.0K (-$14.4K)
Filed 2026-10-07
Advantage Trust Co
UNCHANGED
Shares1,557 from 1,557
Change0 (0%)
Value$213.8K (-$14.4K)
Filed 2026-10-19
Quad-Cities Investment Group, LLC
INCREASED
Shares1,555 from 1,379
Change+176 (+13%)
Value$213.5K (+$11.4K)
Filed 2026-10-16
Woodward Financial Advisors, Inc.
INCREASED
Shares1,547 from 1,512
Change+35 (+2%)
Value$212.4K (-$9.2K)
Filed 2026-10-19
Lineweaver Wealth Advisors, LLC
DECREASED
Shares1,545 from 1,572
Change-27 (-2%)
Value$212.1K (-$18.2K)
Filed 2026-10-13
Joseph P. Lucia & Associates, LLC
NEW
Shares1,544
Change+1,544
Value$212.0K
Filed 2026-10-30
Silver OAK Wealth Advisors Services, LLC
UNCHANGED
Shares1,540 from 1,540
Change0 (0%)
Value$211.4K (-$14.2K)
Filed 2026-11-09
Verde Capital Management
INCREASED
Shares1,539 from 1,500
Change+39 (+3%)
Value$211.3K (-$8.5K)
Filed 2026-10-28
Friday Financial
NEW
Shares1,534
Change+1,534
Value$211.8K
Filed 2026-10-09
Wealth Management Nebraska
INCREASED
Shares1,532 from 1,531
Change+1 (+0%)
Value$210.4K (-$14.1K)
Filed 2026-10-26
Woodley Farra Manion Portfolio Management Inc
NEW
Shares1,530
Change+1,530
Value$210.1K
Filed 2026-11-05
Lebenthal Global Advisors, LLC
DECREASED
Shares1,530 from 19,237
Change-17,707 (-92%)
Value$210.1K (-$2.6M)
Filed 2026-10-28
New Hampshire Trust
UNCHANGED
Shares1,530 from 1,530
Change0 (0%)
Value$210.1K (-$14.2K)
Filed 2026-10-20
Sheets Smith Wealth Management
DECREASED
Shares1,528 from 1,572
Change-44 (-3%)
Value$209.8K (-$20.7K)
Filed 2026-10-16
Lane Brothers & Co Inc
DECREASED
Shares1,525 from 2,525
Change-1,000 (-40%)
Value$209.4K (-$160.7K)
Filed 2026-11-02
Fairfield Financial Advisors, LTD
DECREASED
Shares1,521 from 2,575
Change-1,054 (-41%)
Value$208.8K (-$168.5K)
Filed 2026-10-14
TigerOak Management, L.L.C.
DECREASED
Shares1,521 from 1,585
Change-64 (-4%)
Value$208.8K (-$23.4K)
Filed 2026-10-23
Cherrydale Wealth Management, LLC
INCREASED
Shares1,521 from 1,511
Change+10 (+1%)
Value$208.8K (-$12.6K)
Filed 2026-10-20
IVC Wealth Advisors LLC
INCREASED
Shares1,517 from 1,461
Change+56 (+4%)
Value$208.3K (-$5.8K)
Filed 2026-10-23
LifeSteps Financial, Inc.
DECREASED
Shares1,517 from 1,525
Change-8 (-1%)
Value$208.3K (-$15.2K)
Filed 2026-10-15
Asset One Wealth Management LLC
NEW
Shares1,516
Change+1,516
Value$208.2K
Filed 2026-11-02
Successful Portfolios LLC
DECREASED
Shares1,516 from 1,541
Change-25 (-2%)
Value$215.9K (-$5.2K)
Filed 2026-10-09
Wiser Wealth Management, Inc
INCREASED
Shares1,511 from 1,464
Change+47 (+3%)
Value$207.5K (-$7.1K)
Filed 2026-10-14
15 Wealth Advisors LLC
NEW
Shares1,509
Change+1,509
Value$207.2K
Filed 2026-10-14
Hutchinson Capital Management
NEW
Shares1,508
Change+1,508
Value$207.0K
Filed 2026-11-09
Squire Investment Management Company, LLC
NEW
Shares1,506
Change+1,506
Value$206.8K
Filed 2026-11-03
tru Independence LLC
INCREASED
Shares1,505 from 1,409
Change+96 (+7%)
Value$206.6K (+$157)
Filed 2026-10-20
Ahara Advisors LLC
NEW
Shares1,504
Change+1,504
Value$206.5K
Filed 2026-10-29
Ring Mountain Capital, LLC
DECREASED
Shares1,503 from 1,596
Change-93 (-6%)
Value$206.3K (-$27.7K)
Filed 2026-10-13
B.O.S.S. Retirement Advisors, LLC
INCREASED
Shares1,503 from 1,476
Change+27 (+2%)
Value$206.4K (-$9.9K)
Filed 2026-10-26
Haven Private, LLC
DECREASED
Shares1,502 from 1,508
Change-6 (0%)
Value$206.2K (-$14.8K)
Filed 2026-10-27
Veltria Advisors Corp.
INCREASED
Shares1,499 from 1,457
Change+42 (+3%)
Value$205.8K (-$7.7K)
Filed 2026-11-05
Stonehearth Capital Management, LLC
UNCHANGED
Shares1,496 from 1,496
Change0 (0%)
Value$205.3K (-$13.8K)
Filed 2026-10-13
Acorn Wealth Advisors, LLC
INCREASED
Shares1,495 from 1,443
Change+52 (+4%)
Value$205.2K (-$6.2K)
Filed 2026-10-19
Hengehold Capital Management LLC
DECREASED
Shares1,492 from 1,546
Change-54 (-3%)
Value$204.8K (-$21.7K)
Filed 2026-10-16
Bensler, LLC
DECREASED
Shares1,491 from 1,526
Change-35 (-2%)
Value$204.8K (-$18.8K)
Filed 2026-11-05
CWS Financial Advisors, LLC
DECREASED
Shares1,488 from 1,494
Change-6 (0%)
Value$204.4K (-$14.5K)
Filed 2026-10-16
Howard Bailey Securities, LLC
DECREASED
Shares1,487 from 1,564
Change-77 (-5%)
Value$204.2K (-$25.0K)
Filed 2026-10-27
Owl Creek Wealth Partners LLC
INCREASED
Shares1,486 from 1,202
Change+284 (+24%)
Value$204.0K (+$27.9K)
Filed 2026-10-20
Hanson & Doremus Investment Management
UNCHANGED
Shares1,486 from 1,486
Change0 (0%)
Value$204 (-$217.8K)
Filed 2026-10-16
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED
Shares1,485 from 1,508
Change-23 (-2%)
Value$203.9K (-$17.1K)
Filed 2026-10-13
Purus Wealth Management, LLC
NEW
Shares1,484
Change+1,484
Value$203.8K
Filed 2026-10-15
J.M. Arbour, LLC
INCREASED
Shares1,482 from 1,405
Change+77 (+5%)
Value$203.5K (-$2.4K)
Filed 2026-11-05
Founders Grove Wealth Partners, LLC
DECREASED
Shares1,481 from 1,723
Change-242 (-14%)
Value$203.3K (-$49.2K)
Filed 2026-10-16
Phillips Financial Management, LLC
DECREASED
Shares1,481 from 1,663
Change-182 (-11%)
Value$203.3K (-$40.4K)
Filed 2026-10-19
Park Capital Management, LLC / WI
DECREASED
Shares1,479 from 1,556
Change-77 (-5%)
Value$203.1K (-$25.0K)
Filed 2026-10-13
Legacy Wealth Asset Management, LLC
UNCHANGED
Shares1,476 from 1,476
Change0 (0%)
Value$202.7K (-$13.7K)
Filed 2026-10-09
Melfa Wealth Management, Inc.
INCREASED
Shares1,468 from 1,421
Change+47 (+3%)
Value$201.6K (-$6.7K)
Filed 2026-11-06
Gen-Wealth Partners Inc
DECREASED
Shares1,462 from 1,696
Change-234 (-14%)
Value$200.7K (-$47.8K)
Filed 2026-11-04
Towne Trust Company, N.a
INCREASED
Shares1,460 from 1,218
Change+242 (+20%)
Value$200.5K (+$22.0K)
Filed 2026-10-28
Omnitrust Wealth Management, Inc
NEW
Shares1,458
Change+1,458
Value$200.2K
Filed 2026-11-02
Barlow Wealth Partners, LLC
UNCHANGED
Shares1,433 from 1,433
Change0 (0%)
Value$207.5K (+$6.1K)
Filed 2026-10-15
Pittenger & Anderson Inc
DECREASED
Shares1,429 from 1,590
Change-161 (-10%)
Value$196.2K (-$36.8K)
Filed 2026-11-02
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares1,428 from 38,358
Change-36,930 (-96%)
Value$196.1K (-$5.4M)
Filed 2026-10-14
Fairscale Capital, LLC
INCREASED
Shares1,419 from 1,382
Change+37 (+3%)
Value$185.4K (-$17.1K)
Filed 2026-11-04
Ares Financial Consulting, LLC
DECREASED
Shares1,382 from 1,409
Change-27 (-2%)
Value$189.8K (-$16.7K)
Filed 2026-10-19
Flagship Wealth Advisors, LLC
UNCHANGED
Shares1,373 from 1,373
Change0 (0%)
Value$188.5K (-$12.7K)
Filed 2026-11-03
Burkett Financial Services, LLC
INCREASED
Shares1,354 from 1,349
Change+5 (+0%)
Value$186.0K (-$11.7K)
Filed 2026-10-01
Private Wealth Management Group, LLC
INCREASED
Shares1,336 from 1,160
Change+176 (+15%)
Value$183.4K (+$13.4K)
Filed 2026-10-19
Intesa Sanpaolo Wealth Management
DECREASED
Shares1,303 from 1,578
Change-275 (-17%)
Value$178.9K (-$52.4K)
Filed 2026-10-28
Whipplewood Advisors, LLC
UNCHANGED
Shares1,268 from 1,268
Change0 (0%)
Value$174.1K (-$11.7K)
Filed 2026-10-20
PlanVest Financial, Inc
INCREASED
Shares1,252 from 1,251
Change+1 (+0%)
Value$171.9K (-$11.5K)
Filed 2026-11-09
Rational Advisors, Inc.
INCREASED
Shares1,241 from 1,057
Change+184 (+17%)
Value$170.4K (+$15.5K)
Filed 2026-11-02
Centennial Bank
DECREASED
Shares1,229 from 1,314
Change-85 (-6%)
Value$168.7K (-$23.8K)
Filed 2026-11-09
Rachor Investment Advisory Services, LLC
INCREASED
Shares1,229 from 1,224
Change+5 (+0%)
Value$168.8K (-$10.6K)
Filed 2026-10-29
Olistico Wealth, LLC
UNCHANGED
Shares1,229 from 1,229
Change0 (0%)
Value$168.7K (-$11.4K)
Filed 2026-10-05
Sava Infond d.o.o.
UNCHANGED
Shares1,210 from 1,210
Change0 (0%)
Value$166.1K (-$11.2K)
Filed 2026-10-28
Hughes Financial Services, LLC
DECREASED
Shares1,204 from 1,324
Change-120 (-9%)
Value$168.1K (-$25.9K)
Filed 2026-10-30
Wolff Wiese Magana LLC
DECREASED
Shares1,197 from 1,236
Change-39 (-3%)
Value$164.3K (-$16.9K)
Filed 2026-10-15
POM Investment Strategies, LLC
DECREASED
Shares1,194 from 1,204
Change-10 (-1%)
Value$163.9K (-$12.5K)
Filed 2026-10-20
Fortitude Family Office, LLC
INCREASED
Shares1,185 from 619
Change+566 (+91%)
Value$162.7K (+$72.0K)
Filed 2026-10-14
United Financial Planning Group LLC
DECREASED
Shares1,182 from 1,452
Change-270 (-19%)
Value$162.3K (-$50.5K)
Filed 2026-11-04
Rothwell Investment Advisors, LLC
NEW
Shares1,178
Change+1,178
Value$161.8K
Filed 2026-11-06
Richardson Financial Services Inc.
INCREASED
Shares1,175 from 483
Change+692 (+143%)
Value$161.3K (+$90.5K)
Filed 2026-10-30
Kelleher Financial Advisors
DECREASED
Shares1,150 from 1,478
Change-328 (-22%)
Value$157.9K (-$58.7K)
Filed 2026-10-30
New England Capital Financial Advisors LLC
DECREASED
Shares1,124 from 1,248
Change-124 (-10%)
Value$154.3K (-$28.5K)
Filed 2026-11-03
Alpha Financial Advisors, LLC
INCREASED
Shares1,075 from 1,065
Change+10 (+1%)
Value$147.6K (-$8.5K)
Filed 2026-11-09
Sherman Asset Management, Inc.
DECREASED
Shares1,054 from 15,714
Change-14,660 (-93%)
Value$144.7K (-$2.2M)
Filed 2026-11-05
Cranbrook Wealth Management, LLC
UNCHANGED
Shares1,042 from 1,042
Change0 (0%)
Value$143.1K (-$9.6K)
Filed 2026-10-28
Roxbury Financial LLC
DECREASED
Shares1,039 from 1,239
Change-200 (-16%)
Value$142.6K (-$38.9K)
Filed 2026-10-01
MTM Investment Management, LLC
UNCHANGED
Shares1,037 from 1,037
Change0 (0%)
Value$142.4K (-$9.6K)
Filed 2026-10-30
Gables Capital Management Inc.
DECREASED
Shares1,033 from 1,383
Change-350 (-25%)
Value$141.8K (-$60.8K)
Filed 2026-11-04
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
DECREASED
Shares1,032 from 9,388
Change-8,356 (-89%)
Value$141.7K (-$1.2M)
Filed 2026-10-21
Reap Financial Group, LLC
INCREASED
Shares1,029 from 940
Change+89 (+9%)
Value$141.2K (+$3.4K)
Filed 2026-11-02
Pacific Center for Financial Services
UNCHANGED
Shares1,025 from 1,025
Change0 (0%)
Value$140.7K (-$9.5K)
Filed 2026-10-15
GGM Financial LLC
DECREASED
Shares1,017 from 1,066
Change-49 (-5%)
Value$139.6K (-$16.7K)
Filed 2026-11-05
Essex Investment Management Co LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$137.3K (-$9.3K)
Filed 2026-10-19
Cape Investment Advisory, Inc.
DECREASED
Shares995 from 1,090
Change-95 (-9%)
Value$136.6K (-$23.1K)
Filed 2026-10-13
Nova Financial LLC
NEW
Shares990
Change+990
Value$135.9K
Filed 2026-11-04
Buck Wealth Strategies, LLC
DECREASED
Shares978 from 1,789
Change-811 (-45%)
Value$134.3K (-$127.9K)
Filed 2026-10-28
Hoese & Co LLP
UNCHANGED
Shares973 from 973
Change0 (0%)
Value$133.6K (-$9.0K)
Filed 2026-10-21
Fairway Wealth LLC
NEW
Shares957
Change+957
Value$131.4K
Filed 2026-10-30
Latitude Advisors, LLC
NEW
Shares955
Change+955
Value$131.1K
Filed 2026-10-27
Darwin Wealth Management, LLC
INCREASED
Shares936 from 88
Change+848 (+964%)
Value$128.5K (+$115.6K)
Filed 2026-11-09
Covestor Ltd
DECREASED
Shares923 from 958
Change-35 (-4%)
Value$127 (-$139.9K)
Filed 2026-10-30
Trust Co
INCREASED
Shares920 from 822
Change+98 (+12%)
Value$126.3K (+$5.9K)
Filed 2026-10-09
Eukles Asset Management
DECREASED
Shares915 from 1,597
Change-682 (-43%)
Value$125.6K (-$108.4K)
Filed 2026-11-04
Holos Integrated Wealth LLC
UNCHANGED
Shares894 from 894
Change0 (0%)
Value$115.9K (-$10.7K)
Filed 2026-10-23
Peck Wealth Management, LLC
UNCHANGED
Shares884 from 884
Change0 (0%)
Value$121.4K (-$8.2K)
Filed 2026-10-29
Putney Financial Group LLC
NEW
Shares874
Change+874
Value$119.9K
Filed 2026-10-30
Creative Capital Management Investments LLC
DECREASED
Shares867 from 886
Change-19 (-2%)
Value$119.0K (-$10.8K)
Filed 2026-10-28
Steph & Co
INCREASED
Shares866 from 850
Change+16 (+2%)
Value$118.9K (-$5.7K)
Filed 2026-10-07
Pathway Financial Advisers, LLC
NEW
Shares856
Change+856
Value$117.5K
Filed 2026-10-27
Financial Network Wealth Advisors LLC
INCREASED
Shares848 from 836
Change+12 (+1%)
Value$116.4K (-$6.1K)
Filed 2026-10-28
Kentucky Trust Co
DECREASED
Shares824 from 2,189
Change-1,365 (-62%)
Value$113.1K (-$207.7K)
Filed 2026-10-15
Capstone Wealth Management Group, LLC
NEW
Shares817
Change+817
Value$229.7K
Filed 2026-11-05
Balance Wealth Partners LLC
NEW
Shares816
Change+816
Value$112.0K
Filed 2026-10-27
Lynch Investment Planning, LLC
NEW
Shares815
Change+815
Value$111.9K
Filed 2026-10-27
Align Financial, LLC
INCREASED
Shares809 from 267
Change+542 (+203%)
Value$111.1K (+$71.9K)
Filed 2026-10-16
Redwood Park Advisors LLC
INCREASED
Shares806 from 500
Change+306 (+61%)
Value$110.7K (+$37.5K)
Filed 2026-11-02
Hager Investment Management Services, LLC
DECREASED
Shares800 from 936
Change-136 (-15%)
Value$109.8K (-$27.3K)
Filed 2026-11-04
Pioneer Family Office, LLC
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$109.8K (-$7.4K)
Filed 2026-10-30
Abound Wealth Management
INCREASED
Shares762 from 756
Change+6 (+1%)
Value$104.6K (-$6.3K)
Filed 2026-10-26
Downshift Financial, LLC
DECREASED
Shares760 from 767
Change-7 (-1%)
Value$104.4K (-$8.1K)
Filed 2026-10-13
William Mack & Associates, Inc.
NEW
Shares757
Change+757
Value$103.9K
Filed 2026-10-27
Polaris Financial Partners
NEW
Shares752
Change+752
Value$103
Filed 2026-10-02
Harbor Asset Planning, Inc.
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$103.0K (-$6.9K)
Filed 2026-10-23
Lloyd Advisory Services, Llc.
UNCHANGED
Shares725 from 725
Change0 (0%)
Value$99.5K (-$6.8K)
Filed 2026-11-02
Rydar Equities, Inc.
NEW
Shares722
Change+722
Value$103.6K
Filed 2026-10-13
Bay Harbor Wealth Management, LLC
DECREASED
Shares722 from 835
Change-113 (-14%)
Value$99.1K (-$23.2K)
Filed 2026-11-03
IMG Wealth Management, Inc.
DECREASED
Shares721 from 1,519
Change-798 (-53%)
Value$99.0K (-$123.6K)
Filed 2026-10-27
Boyd Watterson Asset Management LLC
UNCHANGED
Shares719 from 719
Change0 (0%)
Value$98.7K (-$6.7K)
Filed 2026-11-06
DecisionPoint Financial, LLC
INCREASED
Shares712 from 702
Change+10 (+1%)
Value$98.3K (-$1.7K)
Filed 2026-10-27
Entrust Financial LLC
UNCHANGED
Shares710 from 710
Change0 (0%)
Value$97.5K (-$6.6K)
Filed 2026-11-04
Mascoma Wealth Management LLC
INCREASED
Shares700 from 654
Change+46 (+7%)
Value$96.1K (+$266)
Filed 2026-10-23
Retirement Wealth Solutions LLC
INCREASED
Shares693 from 677
Change+16 (+2%)
Value$95.1K (-$4.2K)
Filed 2026-10-07
Bell Investment Advisors, Inc
DECREASED
Shares685 from 736
Change-51 (-7%)
Value$94.1K (-$13.8K)
Filed 2026-10-29
Virginia Estate & Retirement Planning Advisors Inc.
UNCHANGED
Shares682 from 682
Change0 (0%)
Value$93.9K (-$6.7K)
Filed 2026-10-14
Piscataqua Savings Bank
DECREASED
Shares632 from 762
Change-130 (-17%)
Value$86.8K (-$24.9K)
Filed 2026-10-21
GoalVest Advisory LLC
DECREASED
Shares611 from 795
Change-184 (-23%)
Value$83.9K (-$32.6K)
Filed 2026-10-02
Madden Securities Corp
NEW
Shares600
Change+600
Value$82.4K
Filed 2026-10-27
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$82.4K (-$5.6K)
Filed 2026-10-26
Marquette Asset Management, LLC
INCREASED
Shares599 from 147
Change+452 (+307%)
Value$82.2K (+$60.7K)
Filed 2026-10-09
Arlington Trust Co LLC
DECREASED
Shares598 from 1,122
Change-524 (-47%)
Value$82.1K (-$82.3K)
Filed 2026-10-20
Torren Management, LLC
INCREASED
Shares597 from 112
Change+485 (+433%)
Value$81.9K (+$65.6K)
Filed 2026-10-29
Hilton Head Capital Partners, LLC
DECREASED
Shares585 from 652
Change-67 (-10%)
Value$80.3K (-$15.2K)
Filed 2026-10-23
First Community Trust NA
UNCHANGED
Shares583 from 583
Change0 (0%)
Value$80.0K (-$5.4K)
Filed 2026-10-07
Tsfg, LLC
DECREASED
Shares578 from 2,212
Change-1,634 (-74%)
Value$79 (-$323.9K)
Filed 2026-10-23
Quest 10 Wealth Builders, Inc.
DECREASED
Shares563 from 577
Change-14 (-2%)
Value$77.3K (-$7.3K)
Filed 2026-11-02
Brown Shipley& Co Ltd
UNCHANGED
Shares561 from 561
Change0 (0%)
Value$77.0K (-$5.2K)
Filed 2026-10-09
Legacy Bridge, LLC
DECREASED
Shares553 from 705
Change-152 (-22%)
Value$75.9K (-$27.4K)
Filed 2026-10-28
Murphy & Mullick Capital Management Corp
INCREASED
Shares549 from 499
Change+50 (+10%)
Value$75.4K (+$2.2K)
Filed 2026-11-02
First Pacific Financial
DECREASED
Shares520 from 611
Change-91 (-15%)
Value$71.4K (-$18.2K)
Filed 2026-10-14
Tidemark, LLC
INCREASED
Shares508 from 486
Change+22 (+5%)
Value$69.7K (-$1.5K)
Filed 2026-11-09
DT Investment Partners, LLC
DECREASED
Shares506 from 4,033
Change-3,527 (-87%)
Value$69.5K (-$521.6K)
Filed 2026-10-27
Mainstream Capital Management LLC
NEW
Shares505
Change+505
Value$69.3K
Filed 2026-10-23
Advocate Investing Services LLC
UNCHANGED
Shares483 from 483
Change0 (0%)
Value$66.4K (-$4.4K)
Filed 2026-10-26
Vima LLC
UNCHANGED
Shares482 from 482
Change0 (0%)
Value$66.2K (-$4.5K)
Filed 2026-10-23
Elevated Capital Advisors, LLC
DECREASED
Shares474 from 3,210
Change-2,736 (-85%)
Value$65.1K (-$405.3K)
Filed 2026-11-04
Highland Investment Advisors LLC
DECREASED
Shares455 from 527
Change-72 (-14%)
Value$62.5K (-$14.8K)
Filed 2026-11-09
Next Level Wealth Planning, LLC
NEW
Shares431
Change+431
Value$59.2K
Filed 2026-10-29
Joseph Group Capital Management
DECREASED
Shares424 from 492
Change-68 (-14%)
Value$58.2K (-$13.9K)
Filed 2026-11-04
Toews Corp
UNCHANGED
Shares421 from 421
Change0 (0%)
Value$57.8K (-$3.9K)
Filed 2026-11-09
UMB Private Wealth Management, LLC
NEW
Shares417
Change+417
Value$57.3K
Filed 2026-10-19
Disciplina Capital Management LLC
DECREASED
Shares414 from 433
Change-19 (-4%)
Value$56.8K (-$6.6K)
Filed 2026-11-06
Hilltop National Bank
DECREASED
Shares405 from 9,145
Change-8,740 (-96%)
Value$55.6K (-$1.3M)
Filed 2026-10-14
Nexus Investment Management ULC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$54.9K (-$3.7K)
Filed 2026-10-27
Finley Financial, LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$55.2K (-$3.4K)
Filed 2026-10-28
Financial Consulate, Inc
INCREASED
Shares394 from 268
Change+126 (+47%)
Value$54.1K (+$14.8K)
Filed 2026-10-23
Coston, McIsaac & Partners
DECREASED
Shares393 from 395
Change-2 (-1%)
Value$54.0K (+$8.0K)
Filed 2026-11-06
Princeton Global Asset Management LLC
DECREASED
Shares385 from 409
Change-24 (-6%)
Value$52.9K (-$7.0K)
Filed 2026-10-21
Sarver Vrooman Wealth Advisors
UNCHANGED
Shares374 from 374
Change0 (0%)
Value$51.4K (-$3.5K)
Filed 2026-10-01
Beacon Financial Strategies Corp
DECREASED
Shares372 from 400
Change-28 (-7%)
Value$51.1K (-$7.5K)
Filed 2026-10-14
Luken Investment Analytics, LLC
UNCHANGED
Shares372 from 372
Change0 (0%)
Value$51.1K (-$3.4K)
Filed 2026-11-06
MB, Levis & Associates, LLC
INCREASED
Shares360 from 358
Change+2 (+1%)
Value$49.4K (-$3.1K)
Filed 2026-10-16
Axiom Investment Management LLC
UNCHANGED
Shares359 from 359
Change0 (0%)
Value$49.3K (-$3.3K)
Filed 2026-11-03
MJT & Associates Financial Advisory Group, Inc.
DECREASED
Shares358 from 554
Change-196 (-35%)
Value$49.2K (-$32.0K)
Filed 2026-10-07
Hurley Capital, LLC
UNCHANGED
Shares355 from 355
Change0 (0%)
Value$48.9K (-$3.2K)
Filed 2026-11-05
Quaker Wealth Management, LLC
INCREASED
Shares350 from 103
Change+247 (+240%)
Value$48.1K (+$33.0K)
Filed 2026-10-22
Phillip James Consulting Co.
DECREASED
Shares344 from 360
Change-16 (-4%)
Value$47.2K (-$5.5K)
Filed 2026-11-03
Cherry Tree Wealth Management, LLC
DECREASED
Shares327 from 341
Change-14 (-4%)
Value$44.9K (-$5.1K)
Filed 2026-10-15
Investment Research & Advisory Group, Inc.
INCREASED
Shares327 from 326
Change+1 (+0%)
Value$51.1K (-$898)
Filed 2026-10-19
Belvedere Trading LLC
NEW
Shares318
Change+318
Value$43.7K
Filed 2026-11-05
Palladiem, LLC
INCREASED
Shares314 from 313
Change+1 (+0%)
Value$43.2K (-$2.7K)
Filed 2026-11-09
10Elms LLP
UNCHANGED
Shares301 from 301
Change0 (0%)
Value$41.4K (-$2.8K)
Filed 2026-11-06
Clayton Financial Group LLC
NEW
Shares300
Change+300
Value$41.2K
Filed 2026-10-13
Western Pacific Wealth Management, LP
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$41.2K (-$2.8K)
Filed 2026-10-16
Maseco LLP
INCREASED
Shares298 from 237
Change+61 (+26%)
Value$40.9K (+$6.2K)
Filed 2026-10-27
Breakwater Investment Management
INCREASED
Shares298 from 283
Change+15 (+5%)
Value$40.9K (-$558)
Filed 2026-10-20
Planning Strategies Inc.
DECREASED
Shares296 from 304
Change-8 (-3%)
Value$40.6K (-$3.9K)
Filed 2026-10-02
KFG LLC
NEW
Shares288
Change+288
Value$39.5K
Filed 2026-11-02
Barrett & Company, Inc.
INCREASED
Shares285 from 235
Change+50 (+21%)
Value$39.1K (+$4.7K)
Filed 2026-10-22
One River Asset Management, LLC
DECREASED
Shares283 from 410
Change-127 (-31%)
Value$38.9K (-$21.2K)
Filed 2026-10-21
Avion Wealth
DECREASED
Shares283 from 351
Change-68 (-19%)
Value$38 (-$51.0K)
Filed 2026-11-04
Sankala Group LLC
UNCHANGED
Shares283 from 283
Change0 (0%)
Value$39.0K (-$1.8K)
Filed 2026-11-09
Prudent Man Investment Management, Inc.
DECREASED
Shares280 from 416
Change-136 (-33%)
Value$38.4K (-$42.6K)
Filed 2026-11-03
RMG Wealth Management LLC
DECREASED
Shares280 from 301
Change-21 (-7%)
Value$34.5K (-$11.6K)
Filed 2026-10-26
Dogwood Wealth Management LLC
DECREASED
Shares277 from 289
Change-12 (-4%)
Value$38.0K (-$4.3K)
Filed 2026-11-09
Sfam, LLC
UNCHANGED
Shares277 from 277
Change0 (0%)
Value$38.1K (-$2.5K)
Filed 2026-11-03
Vision Financial Markets LLC
DECREASED
Shares270 from 395
Change-125 (-32%)
Value$37.1K (-$19.9K)
Filed 2026-10-22
Horizon Financial Services, LLC
INCREASED
Shares264 from 231
Change+33 (+14%)
Value$36.2K (+$2.4K)
Filed 2026-11-04
Aspect Partners, LLC
INCREASED
Shares256 from 206
Change+50 (+24%)
Value$35.1K (+$5.0K)
Filed 2026-10-20
SRH Advisors, LLC
UNCHANGED
Shares252 from 252
Change0 (0%)
Value$34.6K (-$2.3K)
Filed 2026-10-22
Paladin Advisory Group, LLC
UNCHANGED
Shares249 from 249
Change0 (0%)
Value$34.2K (-$2.3K)
Filed 2026-11-09
High Point Wealth Management, LLC
UNCHANGED
Shares242 from 242
Change0 (0%)
Value$33.2K (-$2.2K)
Filed 2026-11-05
Proathlete Wealth Management LLC
NEW
Shares229
Change+229
Value$31.4K
Filed 2026-10-15
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares224 from 242
Change-18 (-7%)
Value$30.8K (-$4.7K)
Filed 2026-10-16
Strengthening Families & Communities, LLC
INCREASED
Shares222 from 67
Change+155 (+231%)
Value$30.5K (+$20.7K)
Filed 2026-10-21
Markowski Investments
UNCHANGED
Shares221 from 221
Change0 (0%)
Value$30.3K (-$2.0K)
Filed 2026-10-30
Sunrise Financial Services, LLC
UNCHANGED
Shares212 from 212
Change0 (0%)
Value$29.1K (-$2.0K)
Filed 2026-10-21
North Point Portfolio Managers Corp
NEW
Shares200
Change+200
Value$27.5K
Filed 2026-10-07
Elevation Wealth Partners, LLC
DECREASED
Shares197 from 289
Change-92 (-32%)
Value$27.0K (-$15.3K)
Filed 2026-10-07
Hoey Investments, Inc
UNCHANGED
Shares195 from 195
Change0 (0%)
Value$26.8K (-$1.8K)
Filed 2026-10-29
Bfsg, LLC
INCREASED
Shares194 from 131
Change+63 (+48%)
Value$26.6K (+$7.4K)
Filed 2026-10-30
Valued Wealth Advisors LLC
DECREASED
Shares189 from 294
Change-105 (-36%)
Value$26.0K (-$17.1K)
Filed 2026-11-05
Southern Michigan Bank & Trust
INCREASED
Shares188 from 114
Change+74 (+65%)
Value$25.8K (+$9.1K)
Filed 2026-10-19
Foresight Capital Management Advisors, Inc.
NEW
Shares186
Change+186
Value$25.5K
Filed 2026-10-27
Cedar Mountain Advisors, LLC
DECREASED
Shares184 from 225
Change-41 (-18%)
Value$25.2K (-$7.7K)
Filed 2026-10-15
Pilgrim Partners Asia Pte Ltd
NEW
Shares180
Change+180
Value$24.7K
Filed 2026-10-29
Matrix Trust Co
INCREASED
Shares179 from 173
Change+6 (+3%)
Value$25 ($0)
Filed 2026-10-07
Clark Wealth Partners
DECREASED
Shares175 from 201
Change-26 (-13%)
Value$24.1K (-$5.4K)
Filed 2026-10-19
Richardson Capital Management LLC
INCREASED
Shares165 from 113
Change+52 (+46%)
Value$22.7K (+$6.1K)
Filed 2026-10-23
Bare Financial Services, Inc
DECREASED
Shares164 from 175
Change-11 (-6%)
Value$22.5K (-$3.1K)
Filed 2026-11-04
Miller Global Investments, LLC
UNCHANGED
Shares152 from 152
Change0 (0%)
Value$20.9K (-$1.4K)
Filed 2026-10-02
Burk Holdings LLC
INCREASED
Shares150 from 109
Change+41 (+38%)
Value$20.6K (+$4.6K)
Filed 2026-11-05
Investors Research Corp
INCREASED
Shares150 from 145
Change+5 (+3%)
Value$20.6K (-$655)
Filed 2026-10-07
Adkins Seale Capital Management LLC
UNCHANGED
Shares149 from 149
Change0 (0%)
Value$20.5K (-$1.4K)
Filed 2026-10-27
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED
Shares144 from 144
Change0 (0%)
Value$19.8K (-$1.2K)
Filed 2026-10-28
Collier Financial
UNCHANGED
Shares138 from 138
Change0 (0%)
Value$19.0K (-$1.2K)
Filed 2026-11-06
Security National Bank
NEW
Shares135
Change+135
Value$18.5K
Filed 2026-10-26
Kings Path Partners LLC
UNCHANGED
Shares118 from 118
Change0 (0%)
Value$16.2K (-$1.1K)
Filed 2026-10-21
Morse Asset Management, Inc
UNCHANGED
Shares115 from 115
Change0 (0%)
Value$15.8K (-$1.1K)
Filed 2026-11-09
PFS Partners, LLC
UNCHANGED
Shares115 from 115
Change0 (0%)
Value$15.8K (-$1.1K)
Filed 2026-10-21
Kingdom Financial Group Llc.
INCREASED
Shares112 from 105
Change+7 (+7%)
Value$15.3K (-$92)
Filed 2026-11-04
TFC Financial Management, Inc.
INCREASED
Shares111 from 108
Change+3 (+3%)
Value$15.2K (-$587)
Filed 2026-10-26
Fortis Group Advisors, LLC
DECREASED
Shares108 from 8,115
Change-8,007 (-99%)
Value$14.8K (-$1.2M)
Filed 2026-11-06
Jcic Asset Management Inc.
INCREASED
Shares106 from 95
Change+11 (+12%)
Value$14.6K (+$579)
Filed 2026-10-30
Kimelman & Baird, LLC
INCREASED
Shares105 from 81
Change+24 (+30%)
Value$14.4K (+$2.5K)
Filed 2026-11-03
Yankcom Partnership
DECREASED
Shares102 from 127
Change-25 (-20%)
Value$14.0K (-$4.6K)
Filed 2026-10-15
Accordant Advisory Group Inc
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$13.7K (-$925)
Filed 2026-10-29
Decker Retirement Planning Inc.
DECREASED
Shares99 from 2,726
Change-2,627 (-96%)
Value$13.6K (-$385.9K)
Filed 2026-10-19
John Boyer, Inc.
NEW
Shares94
Change+94
Value$12.9K
Filed 2026-10-27
First Bancorp, Inc
INCREASED
Shares80 from 40
Change+40 (+100%)
Value$11.0K (+$5.1K)
Filed 2026-10-26
Fairman Group, LLC
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$9.6K (-$648)
Filed 2026-10-26
Pacifica Partners Inc.
DECREASED
Shares67 from 131
Change-64 (-49%)
Value$9.3K (-$9.1K)
Filed 2026-10-09
Asset Planning,Inc
DECREASED
Shares66 from 116
Change-50 (-43%)
Value$9.0K (-$8.0K)
Filed 2026-10-26
Nvwm, LLC
DECREASED
Shares64 from 12,096
Change-12,032 (-99%)
Value$8.8K (-$1.8M)
Filed 2026-10-14
Cdkv Holdings LLC
UNCHANGED
Shares64 from 64
Change0 (0%)
Value$8.8K (-$592)
Filed 2026-10-28
NorthAvenue LLC
DECREASED
Shares56 from 156
Change-100 (-64%)
Value$7.7K (-$15.2K)
Filed 2026-10-29
Carolina Wealth Advisors, LLC
INCREASED
Shares49 from 40
Change+9 (+23%)
Value$6.7K (+$866)
Filed 2026-10-23
Evolution Wealth Management Inc.
DECREASED
Shares44 from 146
Change-102 (-70%)
Value$6.0K (-$15.4K)
Filed 2026-10-28
Team Financial Group, LLC
NEW
Shares43
Change+43
Value$5.9K
Filed 2026-10-30
Granite FO LLC
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$5.8K (-$388)
Filed 2026-10-14
Bradley & Co. Private Wealth Management, LLC
DECREASED
Shares40 from 75
Change-35 (-47%)
Value$5.5K (-$5.5K)
Filed 2026-10-23
Paladin Partners, LLC
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$5.5K (-$370)
Filed 2026-10-06
McCarley & Cook Financial Planners
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$4.9K (-$333)
Filed 2026-10-21
PayPay Securities Corp
INCREASED
Shares33 from 31
Change+2 (+6%)
Value$4.5K (-$12)
Filed 2026-10-27
RHL Group, LLC
NEW
Shares32
Change+32
Value$4.4K
Filed 2026-11-04
Nvest Wealth Strategies, Inc.
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$4.4K (-$275)
Filed 2026-10-14
WestEnd Advisors, LLC
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$3.8K (-$259)
Filed 2026-10-27
Blume Capital Management, Inc.
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$3.4K (-$231)
Filed 2026-10-26
Gleason Group, Inc.
DECREASED
Shares23 from 122
Change-99 (-81%)
Value$3.2K (-$14.7K)
Filed 2026-10-15
Point Nemo Capital, LLC
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$2.9K (-$195)
Filed 2026-11-03
Comprehensive Financial Planning, Inc.
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$2.7K (-$185)
Filed 2026-10-27
Philadelphia Investment Partners, LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$2.7K (-$185)
Filed 2026-11-09
Contravisory Investment Management, Inc.
INCREASED
Shares19 from 12
Change+7 (+58%)
Value$2.6K (+$850)
Filed 2026-10-13
Fiduciary Advisors, Inc.
NEW
Shares18
Change+18
Value$2.5K
Filed 2026-10-16
DB Fitzpatrick & Co, Inc
INCREASED
Shares15 from 12
Change+3 (+25%)
Value$2.1K (+$301)
Filed 2026-10-19
Barnes Dennig Private Wealth Management LLC
DECREASED
Shares12 from 136
Change-124 (-91%)
Value$1.6K (-$18.3K)
Filed 2026-10-30
Davidson Capital Management Inc.
NEW
Shares8
Change+8
Value$1.1K
Filed 2026-10-15
Noble Wealth Management PBC
NEW
Shares6
Change+6
Value$824
Filed 2026-10-01
3 Factor Indexing, LLC
INCREASED
Shares5 from 4
Change+1 (+25%)
Value$687 (+$100)
Filed 2026-10-15
Maryland Capital Advisors Inc.
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$687 (-$46)
Filed 2026-10-15
Tower View Wealth Management LLC
DECREASED
Shares4 from 7,999
Change-7,995 (-100%)
Value$550 (-$1.2M)
Filed 2026-10-23
Walsh & Associates, LLC
NEW
Shares3
Change+3
Value$412
Filed 2026-11-09
Broad Peak Investment Advisers Pte Ltd
CLOSED
Shares0 from 347,000
Change-347,000 (-100%)
Value$0 (-$50.9M)
Filed 2026-11-02
Aegon Asset Management UK PLC
CLOSED
Shares0 from 286,674
Change-286,674 (-100%)
Value$0 (-$42.0M)
Filed 2026-11-04
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 146,923
Change-146,923 (-100%)
Value$0 (-$21.5M)
Filed 2026-10-16
Abner Herrman & Brock LLC
CLOSED
Shares0 from 105,970
Change-105,970 (-100%)
Value$0 (-$15.5K)
Filed 2026-10-20
Todd Asset Management LLC
CLOSED
Shares0 from 98,175
Change-98,175 (-100%)
Value$0 (-$14.4M)
Filed 2026-10-27
Caitong International Asset Management Co., Ltd
CLOSED
Shares0 from 95,749
Change-95,749 (-100%)
Value$0 (-$14.0M)
Filed 2026-10-29
Kepler Cheuvreux (Suisse) SA
CLOSED
Shares0 from 87,008
Change-87,008 (-100%)
Value$0 (-$12.8M)
Filed 2026-10-20
NFJ Investment Group, LLC
CLOSED
Shares0 from 66,804
Change-66,804 (-100%)
Value$0 (-$9.8M)
Filed 2026-11-09
Oak Thistle LLC
CLOSED
Shares0 from 59,752
Change-59,752 (-100%)
Value$0 (-$8.8M)
Filed 2026-10-21
Portman Square Capital LLP
CLOSED
Shares0 from 58,020
Change-58,020 (-100%)
Value$0 (-$8.5M)
Filed 2026-10-15
Wespac Advisors SoCal, LLC
CLOSED
Shares0 from 36,369
Change-36,369 (-100%)
Value$0 (-$5.3M)
Filed 2026-10-13
Highland Capital Management, LLC
CLOSED
Shares0 from 31,591
Change-31,591 (-100%)
Value$0 (-$4.6M)
Filed 2026-10-26
Legacy CG, LLC
CLOSED
Shares0 from 31,209
Change-31,209 (-100%)
Value$0 (-$4.6M)
Filed 2026-10-30
Great Lakes Retirement, Inc.
CLOSED
Shares0 from 30,239
Change-30,239 (-100%)
Value$0 (-$4.4M)
Filed 2026-10-26
Jefferies Financial Group Inc.
CLOSED
Shares0 from 29,808
Change-29,808 (-100%)
Value$0 (-$4.4M)
Filed 2026-11-05
Wealth Group, Ltd.
CLOSED
Shares0 from 23,943
Change-23,943 (-100%)
Value$0 (-$3.5M)
Filed 2026-10-30
Strategic Planning Group, LLC
CLOSED
Shares0 from 23,515
Change-23,515 (-100%)
Value$0 (-$3.4M)
Filed 2026-10-22
Emerald Investment Advisers, LLC
CLOSED
Shares0 from 23,130
Change-23,130 (-100%)
Value$0 (-$3.4M)
Filed 2026-11-09
TrinityBridge Ltd
CLOSED
Shares0 from 21,966
Change-21,966 (-100%)
Value$0 (-$3.2M)
Filed 2026-10-30
Brian LOW Financial Group, LLC
CLOSED
Shares0 from 16,763
Change-16,763 (-100%)
Value$0 (-$2.5M)
Filed 2026-10-28
SWS Partners
CLOSED
Shares0 from 15,793
Change-15,793 (-100%)
Value$0 (-$2.3M)
Filed 2026-10-26
Argus Investors' Counsel, Inc.
CLOSED
Shares0 from 14,585
Change-14,585 (-100%)
Value$0 (-$2.1M)
Filed 2026-10-09
Auto-Owners Insurance Co
CLOSED
Shares0 from 14,500
Change-14,500 (-100%)
Value$0 (-$2.1M)
Filed 2026-10-15
VCI Wealth Management LLC
CLOSED
Shares0 from 13,885
Change-13,885 (-100%)
Value$0 (-$2.0M)
Filed 2026-10-29
Whitaker-Myers Wealth Managers, Ltd.
CLOSED
Shares0 from 13,668
Change-13,668 (-100%)
Value$0 (-$2.0M)
Filed 2026-10-09
Castle Rock Wealth Management, LLC
CLOSED
Shares0 from 13,320
Change-13,320 (-100%)
Value$0 (-$1.9M)
Filed 2026-10-09
Kampmann Melissa S.
CLOSED
Shares0 from 11,732
Change-11,732 (-100%)
Value$0 (-$1.7M)
Filed 2026-10-28
Gratus Wealth Advisors, LLC
CLOSED
Shares0 from 10,815
Change-10,815 (-100%)
Value$0 (-$1.6M)
Filed 2026-10-26
LFG Wealth Partners, LLC
CLOSED
Shares0 from 10,390
Change-10,390 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-28
B&D White Capital Company, LLC
CLOSED
Shares0 from 10,351
Change-10,351 (-100%)
Value$0 (-$1.5M)
Filed 2026-11-02
Central Pacific Bank - Trust Division
CLOSED
Shares0 from 9,144
Change-9,144 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-06
BayBridge Capital Group, LLC
CLOSED
Shares0 from 8,874
Change-8,874 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-13
Redmond Asset Management, LLC
CLOSED
Shares0 from 8,530
Change-8,530 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-27
Oakwell Private Wealth Management, LLC
CLOSED
Shares0 from 7,218
Change-7,218 (-100%)
Value$0 (-$1.1M)
Filed 2026-11-06
Corda Investment Management, Llc.
CLOSED
Shares0 from 7,161
Change-7,161 (-100%)
Value$0 (-$1.0M)
Filed 2026-10-22
StoryOne LLC
CLOSED
Shares0 from 6,429
Change-6,429 (-100%)
Value$0 (-$942.2K)
Filed 2026-10-13
Realta Investment Advisors
CLOSED
Shares0 from 6,354
Change-6,354 (-100%)
Value$0 (-$931.2K)
Filed 2026-10-14
Aventus Investment Advisors, Inc.
CLOSED
Shares0 from 5,498
Change-5,498 (-100%)
Value$0 (-$805.7K)
Filed 2026-10-09
Amitell Capital Pte Ltd
CLOSED
Shares0 from 4,969
Change-4,969 (-100%)
Value$0 (-$728.2K)
Filed 2026-11-02
Castleview Partners, LLC
CLOSED
Shares0 from 4,548
Change-4,548 (-100%)
Value$0 (-$666.5K)
Filed 2026-10-09
Financial Planning Hawaii, Inc.
CLOSED
Shares0 from 4,478
Change-4,478 (-100%)
Value$0 (-$656.3K)
Filed 2026-10-13
Stableford Capital II LLC
CLOSED
Shares0 from 4,454
Change-4,454 (-100%)
Value$0 (-$652.7K)
Filed 2026-10-09
Wellington Shields & Co., LLC
CLOSED
Shares0 from 4,375
Change-4,375 (-100%)
Value$0 (-$641.2K)
Filed 2026-11-03
Fortune 45 LLC
CLOSED
Shares0 from 3,748
Change-3,748 (-100%)
Value$0 (-$549.6K)
Filed 2026-10-14
Hartline Investment Corp/
CLOSED
Shares0 from 3,733
Change-3,733 (-100%)
Value$0 (-$547.1K)
Filed 2026-10-29
ASL Financial, LLC
CLOSED
Shares0 from 3,411
Change-3,411 (-100%)
Value$0 (-$499.9K)
Filed 2026-10-15
SBE LLC DBA Cedar Cove Wealth Partners
CLOSED
Shares0 from 3,343
Change-3,343 (-100%)
Value$0 (-$489.9K)
Filed 2026-10-15
Clear Trail Advisors, LLC
CLOSED
Shares0 from 3,319
Change-3,319 (-100%)
Value$0 (-$486.4K)
Filed 2026-10-20
LEE Johnson Capital Management, LLC
CLOSED
Shares0 from 3,251
Change-3,251 (-100%)
Value$0 (-$476.4K)
Filed 2026-11-09
Colton Groome Financial Advisors, LLC
CLOSED
Shares0 from 3,194
Change-3,194 (-100%)
Value$0 (-$468.0K)
Filed 2026-10-06
Summit Securities Group LLC
CLOSED
Shares0 from 3,110
Change-3,110 (-100%)
Value$0 (-$455.8K)
Filed 2026-11-05
Focused Alpha, LLC
CLOSED
Shares0 from 2,929
Change-2,929 (-100%)
Value$0 (-$429.2K)
Filed 2026-10-20
4Wealth Advisors, Inc.
CLOSED
Shares0 from 2,889
Change-2,889 (-100%)
Value$0 (-$426.9K)
Filed 2026-10-13
Virtue Capital Management, LLC
CLOSED
Shares0 from 2,749
Change-2,749 (-100%)
Value$0 (-$402.9K)
Filed 2026-10-29
PFG Private Wealth Management, LLC
CLOSED
Shares0 from 2,659
Change-2,659 (-100%)
Value$0 (-$389.7K)
Filed 2026-10-15
Meridian Wealth Partners, LLC
CLOSED
Shares0 from 2,637
Change-2,637 (-100%)
Value$0 (-$386.5K)
Filed 2026-11-09
Crescent Sterling, Ltd.
CLOSED
Shares0 from 2,455
Change-2,455 (-100%)
Value$0 (-$359.8K)
Filed 2026-10-16
Autumn Glory Partners, LLC
CLOSED
Shares0 from 2,420
Change-2,420 (-100%)
Value$0 (-$354.7K)
Filed 2026-10-26
Providence Financial Advisors, LLC
CLOSED
Shares0 from 2,397
Change-2,397 (-100%)
Value$0 (-$351.3K)
Filed 2026-11-06
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 2,386
Change-2,386 (-100%)
Value$0 (-$349.7K)
Filed 2026-11-03
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 2,355
Change-2,355 (-100%)
Value$0 (-$345.1K)
Filed 2026-10-27
Fulcrum Equity Management
CLOSED
Shares0 from 2,065
Change-2,065 (-100%)
Value$0 (-$302.6K)
Filed 2026-10-21
Saxon Interests, Inc.
CLOSED
Shares0 from 2,008
Change-2,008 (-100%)
Value$0 (-$294.3K)
Filed 2026-10-26
Gill Capital Partners, LLC
CLOSED
Shares0 from 2,008
Change-2,008 (-100%)
Value$0 (-$294.3K)
Filed 2026-10-13
GEM Asset Management, LLC
CLOSED
Shares0 from 1,992
Change-1,992 (-100%)
Value$0 (-$291.9K)
Filed 2026-10-13
MFA Wealth Advisors, LLC
CLOSED
Shares0 from 1,954
Change-1,954 (-100%)
Value$0 (-$286.4K)
Filed 2026-10-07
D.B. Root & Company, LLC
CLOSED
Shares0 from 1,943
Change-1,943 (-100%)
Value$0 (-$284.7K)
Filed 2026-11-04
Argyle Capital Partners, LLC
CLOSED
Shares0 from 1,908
Change-1,908 (-100%)
Value$0 (-$279.6K)
Filed 2026-10-23
Family Office Research LLC
CLOSED
Shares0 from 1,895
Change-1,895 (-100%)
Value$0 (-$277.8K)
Filed 2026-10-14
Brown Wealth Management, LLC
CLOSED
Shares0 from 1,824
Change-1,824 (-100%)
Value$0 (-$267.3K)
Filed 2026-10-20
Olympiad Research LP
CLOSED
Shares0 from 1,815
Change-1,815 (-100%)
Value$0 (-$266.0K)
Filed 2026-11-04
Xcel Wealth Management, LLC
CLOSED
Shares0 from 1,798
Change-1,798 (-100%)
Value$0 (-$263.5K)
Filed 2026-10-26
Wespac Advisors, LLC
CLOSED
Shares0 from 1,754
Change-1,754 (-100%)
Value$0 (-$257.0K)
Filed 2026-10-26
Shepherd Street Advisors LLC
CLOSED
Shares0 from 1,728
Change-1,728 (-100%)
Value$0 (-$228.9K)
Filed 2026-10-21
Decision Investments, Inc
CLOSED
Shares0 from 1,697
Change-1,697 (-100%)
Value$0 (-$248.7K)
Filed 2026-10-07
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 1,689
Change-1,689 (-100%)
Value$0 (-$247.6K)
Filed 2026-10-26
Brick & Kyle, Associates
CLOSED
Shares0 from 1,662
Change-1,662 (-100%)
Value$0 (-$244.5K)
Filed 2026-11-05
Nautilus Advisors LLC
CLOSED
Shares0 from 1,654
Change-1,654 (-100%)
Value$0 (-$232.7K)
Filed 2026-10-07
First City Capital Management, Inc.
CLOSED
Shares0 from 1,644
Change-1,644 (-100%)
Value$0 (-$240.9K)
Filed 2026-10-27
Vestia Personal Wealth Advisors
CLOSED
Shares0 from 1,641
Change-1,641 (-100%)
Value$0 (-$240.5K)
Filed 2026-10-20
Lifestyle Asset Management, Inc.
CLOSED
Shares0 from 1,595
Change-1,595 (-100%)
Value$0 (-$233.7K)
Filed 2026-10-20
Waterway Wealth Management, LLC
CLOSED
Shares0 from 1,591
Change-1,591 (-100%)
Value$0 (-$233.2K)
Filed 2026-10-28
Cypress Point Wealth Management, LLC
CLOSED
Shares0 from 1,571
Change-1,571 (-100%)
Value$0 (-$230.2K)
Filed 2026-11-03
Baron Wealth Management LLC
CLOSED
Shares0 from 1,564
Change-1,564 (-100%)
Value$0 (-$229.2K)
Filed 2026-10-27
Vision Capital Management, Inc.
CLOSED
Shares0 from 1,548
Change-1,548 (-100%)
Value$0 (-$226.9K)
Filed 2026-10-20
Cherry Creek Investment Advisors, Inc.
CLOSED
Shares0 from 1,546
Change-1,546 (-100%)
Value$0 (-$226.6K)
Filed 2026-10-14
Caliber Wealth Management, LLC / KS
CLOSED
Shares0 from 1,534
Change-1,534 (-100%)
Value$0 (-$224.8K)
Filed 2026-11-04
Fourpath Capital Management, LLC
CLOSED
Shares0 from 1,518
Change-1,518 (-100%)
Value$0 (-$222.5K)
Filed 2026-10-19
ProCore Advisors, LLC
CLOSED
Shares0 from 1,510
Change-1,510 (-100%)
Value$0 (-$221.2K)
Filed 2026-10-14
Oak Harvest Investment Services
CLOSED
Shares0 from 1,509
Change-1,509 (-100%)
Value$0 (-$221.2K)
Filed 2026-10-20
BridgePort Financial Solutions, LLC
CLOSED
Shares0 from 1,503
Change-1,503 (-100%)
Value$0 (-$220.3K)
Filed 2026-11-02
Paulson Wealth Management Inc.
CLOSED
Shares0 from 1,477
Change-1,477 (-100%)
Value$0 (-$216.5K)
Filed 2026-11-02
Invested Advisors
CLOSED
Shares0 from 1,473
Change-1,473 (-100%)
Value$0 (-$215.9K)
Filed 2026-10-23
Tillman Hartley LLC
CLOSED
Shares0 from 1,459
Change-1,459 (-100%)
Value$0 (-$213.8K)
Filed 2026-11-06
Split Rock Private Trading & Wealth Management, LLC
CLOSED
Shares0 from 1,456
Change-1,456 (-100%)
Value$0 (-$213.4K)
Filed 2026-10-15
Financial Insights, Inc.
CLOSED
Shares0 from 1,450
Change-1,450 (-100%)
Value$0 (-$212.5K)
Filed 2026-10-27
Massachusetts Wealth Management
CLOSED
Shares0 from 1,450
Change-1,450 (-100%)
Value$0 (-$212.5K)
Filed 2026-10-21
BCV Asset Management Inc.
CLOSED
Shares0 from 1,445
Change-1,445 (-100%)
Value$0 (-$214.0K)
Filed 2026-11-06
Wealthcare Capital Partners, LLC
CLOSED
Shares0 from 1,444
Change-1,444 (-100%)
Value$0 (-$211.6K)
Filed 2026-10-21
August Group Capital Ltd
CLOSED
Shares0 from 1,437
Change-1,437 (-100%)
Value$0 (-$210.6K)
Filed 2026-10-14
Luts & Greenleigh Group, Inc.
CLOSED
Shares0 from 1,437
Change-1,437 (-100%)
Value$0 (-$210.6K)
Filed 2026-11-05
Visionary Horizons, LLC
CLOSED
Shares0 from 1,433
Change-1,433 (-100%)
Value$0 (-$210.0K)
Filed 2026-10-22
Sage Mountain Advisors LLC
CLOSED
Shares0 from 1,432
Change-1,432 (-100%)
Value$0 (-$209.9K)
Filed 2026-11-02
Lotus Asset Management LLC
CLOSED
Shares0 from 1,432
Change-1,432 (-100%)
Value$0 (-$209.8K)
Filed 2026-10-14
Trust Co of Kansas
CLOSED
Shares0 from 1,431
Change-1,431 (-100%)
Value$0 (-$210.0K)
Filed 2026-11-06
Sterling Group Wealth Management, LLC
CLOSED
Shares0 from 1,430
Change-1,430 (-100%)
Value$0 (-$209.6K)
Filed 2026-11-03
Letko, Brosseau & Associates Inc
CLOSED
Shares0 from 1,420
Change-1,420 (-100%)
Value$0 (-$208.1K)
Filed 2026-11-06
Warburton Capital Management, LLC
CLOSED
Shares0 from 1,417
Change-1,417 (-100%)
Value$0 (-$207.0K)
Filed 2026-11-06
Mullooly Asset Management, Inc.
CLOSED
Shares0 from 1,417
Change-1,417 (-100%)
Value$0 (-$207.6K)
Filed 2026-10-30
Voisard Asset Management Group, Inc.
CLOSED
Shares0 from 1,415
Change-1,415 (-100%)
Value$0 (-$207.4K)
Filed 2026-10-13
One Plus One Wealth Management, LLC
CLOSED
Shares0 from 1,412
Change-1,412 (-100%)
Value$0 (-$206.9K)
Filed 2026-10-16
CFM Wealth Partners LLC
CLOSED
Shares0 from 1,396
Change-1,396 (-100%)
Value$0 (-$204.5K)
Filed 2026-11-05
Adamsbrown Wealth Consultants LLC
CLOSED
Shares0 from 1,392
Change-1,392 (-100%)
Value$0 (-$204.0K)
Filed 2026-10-20
Milestones Private Investment Advisors LLC
CLOSED
Shares0 from 1,390
Change-1,390 (-100%)
Value$0 (-$203.7K)
Filed 2026-10-19
Vista Investment Partners II, LLC
CLOSED
Shares0 from 1,388
Change-1,388 (-100%)
Value$0 (-$203.5K)
Filed 2026-10-15
RVW Wealth, LLC
CLOSED
Shares0 from 1,387
Change-1,387 (-100%)
Value$0 (-$203.3K)
Filed 2026-10-06
RFG - Bristol Wealth Advisors, LLC
CLOSED
Shares0 from 1,384
Change-1,384 (-100%)
Value$0 (-$202.9K)
Filed 2026-10-09
Meridian Financial Advisors, LLC
CLOSED
Shares0 from 1,383
Change-1,383 (-100%)
Value$0 (-$202.7K)
Filed 2026-10-14
Park Edge Advisors, LLC
CLOSED
Shares0 from 1,378
Change-1,378 (-100%)
Value$0 (-$202.0K)
Filed 2026-10-28
Shelter Rock Management, LLC
CLOSED
Shares0 from 1,370
Change-1,370 (-100%)
Value$0 (-$200.8K)
Filed 2026-10-09
Matisse Capital
CLOSED
Shares0 from 1,369
Change-1,369 (-100%)
Value$0 (-$200.6K)
Filed 2026-10-29
Genesee Capital Advisors, LLC
CLOSED
Shares0 from 1,368
Change-1,368 (-100%)
Value$0 (-$200.5K)
Filed 2026-10-20
MBE Wealth Management, LLC
CLOSED
Shares0 from 1,367
Change-1,367 (-100%)
Value$0 (-$200.3K)
Filed 2026-10-26
Solstein Capital, LLC
CLOSED
Shares0 from 1,256
Change-1,256 (-100%)
Value$0 (-$184.1K)
Filed 2026-11-02
Obsidian CIO, LLC
CLOSED
Shares0 from 856
Change-856 (-100%)
Value$0 (-$125.4K)
Filed 2026-11-05
Cornerstone Planning Group LLC
CLOSED
Shares0 from 771
Change-771 (-100%)
Value$0 (-$97.1K)
Filed 2026-10-16
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 668
Change-668 (-100%)
Value$0 (-$97.9K)
Filed 2026-10-26
Viewpoint Capital Management LLC
CLOSED
Shares0 from 504
Change-504 (-100%)
Value$0 (-$73.9K)
Filed 2026-10-27
Evolution Advisers, Inc.
CLOSED
Shares0 from 384
Change-384 (-100%)
Value$0 (-$56.0K)
Filed 2026-11-06
Robinswood Financial LLC
CLOSED
Shares0 from 370
Change-370 (-100%)
Value$0 (-$54.2K)
Filed 2026-10-20
Islay Capital Management, LLC
CLOSED
Shares0 from 300
Change-300 (-100%)
Value$0 (-$44.0K)
Filed 2026-10-20
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 221
Change-221 (-100%)
Value$0 (-$32.4K)
Filed 2026-10-29
First Premier Bank
CLOSED
Shares0 from 210
Change-210 (-100%)
Value$0 (-$31)
Filed 2026-10-13
Atlatl Advisers LLC
CLOSED
Shares0 from 139
Change-139 (-100%)
Value$0 (-$20.4K)
Filed 2026-10-22
LFA - Lugano Financial Advisors SA
CLOSED
Shares0 from 109
Change-109 (-100%)
Value$0 (-$16.0K)
Filed 2026-11-03
Stone House Investment Management, LLC
CLOSED
Shares0 from 95
Change-95 (-100%)
Value$0 (-$13.9K)
Filed 2026-10-23
Strategic Wealth Advisors LLC
CLOSED
Shares0 from 47
Change-47 (-100%)
Value$0 (-$9)
Filed 2026-11-06
William B. Walkup & Associates, Inc.
CLOSED
Shares0 from 20
Change-20 (-100%)
Value$0 (-$2.9K)
Filed 2026-11-05
Navigoe, LLC
CLOSED
Shares0 from 18
Change-18 (-100%)
Value$0 (-$2)
Filed 2026-11-04
Morton Brown Family Wealth, LLC
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 (-$879)
Filed 2026-10-23
Illumine Investment Management, LLC
UNCHANGED
Shares0 from 0
Change0
Value$274.9K (-$18.5K)
Filed 2026-10-22
BlackRock, Inc.
N/A
Shares— from 145,353,687
Change-145,353,687 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 111,788,001
Change-111,788,001 (-100%)
Value—
State Street Corp
N/A
Shares— from 78,645,193
Change-78,645,193 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 57,285,664
Change-57,285,664 (-100%)
Value—
Capital Research Global Investors
N/A
Shares— from 39,746,237
Change-39,746,237 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 30,551,196
Change-30,551,196 (-100%)
Value—
FMR LLC
N/A
Shares— from 26,025,909
Change-26,025,909 (-100%)
Value—
Norges Bank
N/A
Shares— from 25,002,553
Change-25,002,553 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 23,954,012
Change-23,954,012 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 22,899,905
Change-22,899,905 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 21,280,008
Change-21,280,008 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 19,407,007
Change-19,407,007 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 18,761,305
Change-18,761,305 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 16,698,361
Change-16,698,361 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 14,680,278
Change-14,680,278 (-100%)
Value—
UBS Group AG
N/A
Shares— from 13,398,656
Change-13,398,656 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 12,732,052
Change-12,732,052 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 10,531,224
Change-10,531,224 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 10,499,419
Change-10,499,419 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 10,306,777
Change-10,306,777 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 9,897,265
Change-9,897,265 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 9,778,065
Change-9,778,065 (-100%)
Value—
First Eagle Investment Management, LLC
N/A
Shares— from 8,516,878
Change-8,516,878 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 7,917,123
Change-7,917,123 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 7,764,519
Change-7,764,519 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 7,760,362
Change-7,760,362 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 6,447,514
Change-6,447,514 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 6,274,803
Change-6,274,803 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 6,207,486
Change-6,207,486 (-100%)
Value—
FIL Ltd
N/A
Shares— from 5,989,419
Change-5,989,419 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 5,954,658
Change-5,954,658 (-100%)
Value—
Jennison Associates LLC
N/A
Shares— from 5,793,909
Change-5,793,909 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 5,431,312
Change-5,431,312 (-100%)
Value—
Primecap Management Co
N/A
Shares— from 5,386,230
Change-5,386,230 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 5,336,948
Change-5,336,948 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 5,275,797
Change-5,275,797 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 5,179,433
Change-5,179,433 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 4,866,980
Change-4,866,980 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 4,864,222
Change-4,864,222 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 4,756,029
Change-4,756,029 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 4,579,509
Change-4,579,509 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 4,214,719
Change-4,214,719 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 4,119,442
Change-4,119,442 (-100%)
Value—
National Pension Service
N/A
Shares— from 3,874,480
Change-3,874,480 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 3,775,549
Change-3,775,549 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 3,772,494
Change-3,772,494 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 3,664,635
Change-3,664,635 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 3,581,192
Change-3,581,192 (-100%)
Value—
Polen Capital Management LLC
N/A
Shares— from 3,574,259
Change-3,574,259 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 3,436,341
Change-3,436,341 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 3,410,580
Change-3,410,580 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 3,333,734
Change-3,333,734 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 3,040,101
Change-3,040,101 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 3,036,223
Change-3,036,223 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 2,912,302
Change-2,912,302 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 2,858,784
Change-2,858,784 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 2,807,230
Change-2,807,230 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 2,755,930
Change-2,755,930 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 2,611,784
Change-2,611,784 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 2,529,805
Change-2,529,805 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 2,492,221
Change-2,492,221 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 2,386,226
Change-2,386,226 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 2,360,543
Change-2,360,543 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 2,258,042
Change-2,258,042 (-100%)
Value—
Boston Partners
N/A
Shares— from 2,219,661
Change-2,219,661 (-100%)
Value—
Barrow Hanley Mewhinney & Strauss LLC
N/A
Shares— from 2,073,517
Change-2,073,517 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 1,931,417
Change-1,931,417 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 1,850,035
Change-1,850,035 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 1,846,649
Change-1,846,649 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 1,825,065
Change-1,825,065 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 1,794,954
Change-1,794,954 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 1,705,892
Change-1,705,892 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 1,612,948
Change-1,612,948 (-100%)
Value—
Winslow Capital Management, LLC
N/A
Shares— from 1,537,543
Change-1,537,543 (-100%)
Value—
Aviva PLC
N/A
Shares— from 1,509,274
Change-1,509,274 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 1,477,107
Change-1,477,107 (-100%)
Value—
APG Asset Management N.V.
N/A
Shares— from 1,464,351
Change-1,464,351 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 1,433,786
Change-1,433,786 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 1,432,967
Change-1,432,967 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 1,418,318
Change-1,418,318 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 1,410,210
Change-1,410,210 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 1,280,632
Change-1,280,632 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 1,262,004
Change-1,262,004 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 1,253,800
Change-1,253,800 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 1,243,136
Change-1,243,136 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 1,223,064
Change-1,223,064 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 1,217,291
Change-1,217,291 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 1,216,939
Change-1,216,939 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 1,207,098
Change-1,207,098 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 1,199,689
Change-1,199,689 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 1,173,341
Change-1,173,341 (-100%)
Value—
Altshuler Shaham Ltd
N/A
Shares— from 1,167,767
Change-1,167,767 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 1,154,283
Change-1,154,283 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 1,140,995
Change-1,140,995 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 1,123,970
Change-1,123,970 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 1,097,932
Change-1,097,932 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 1,073,314
Change-1,073,314 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 1,070,986
Change-1,070,986 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 1,064,563
Change-1,064,563 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 1,057,648
Change-1,057,648 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 1,048,131
Change-1,048,131 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 1,030,199
Change-1,030,199 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 1,020,778
Change-1,020,778 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 992,264
Change-992,264 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 982,222
Change-982,222 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 968,054
Change-968,054 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 925,049
Change-925,049 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 923,337
Change-923,337 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 920,104
Change-920,104 (-100%)
Value—
Storebrand Asset Management AS
N/A
Shares— from 919,027
Change-919,027 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 889,408
Change-889,408 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 882,660
Change-882,660 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 879,151
Change-879,151 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 875,497
Change-875,497 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 862,090
Change-862,090 (-100%)
Value—
Gendell Jeffrey L
N/A
Shares— from 861,500
Change-861,500 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 857,071
Change-857,071 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 843,832
Change-843,832 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 814,812
Change-814,812 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 813,760
Change-813,760 (-100%)
Value—
Capital World Investors
N/A
Shares— from 788,462
Change-788,462 (-100%)
Value—
Saturna Capital Corp
N/A
Shares— from 748,046
Change-748,046 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 743,206
Change-743,206 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 722,074
Change-722,074 (-100%)
Value—
DSM Capital Partners LLC
N/A
Shares— from 715,341
Change-715,341 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 712,286
Change-712,286 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 711,051
Change-711,051 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 689,142
Change-689,142 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 655,857
Change-655,857 (-100%)
Value—
Harris Associates L P
N/A
Shares— from 650,879
Change-650,879 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 650,313
Change-650,313 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 647,933
Change-647,933 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 643,299
Change-643,299 (-100%)
Value—
Bowie Capital Management, LLC
N/A
Shares— from 617,622
Change-617,622 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 605,668
Change-605,668 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 596,634
Change-596,634 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 595,228
Change-595,228 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 580,555
Change-580,555 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 576,965
Change-576,965 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 562,848
Change-562,848 (-100%)
Value—
Tredje Ap-fonden
N/A
Shares— from 544,319
Change-544,319 (-100%)
Value—
RK Capital Management, LLC
N/A
Shares— from 540,000
Change-540,000 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 531,068
Change-531,068 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 528,666
Change-528,666 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 528,017
Change-528,017 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 527,219
Change-527,219 (-100%)
Value—
CapitalatWork S.A.
N/A
Shares— from 521,279
Change-521,279 (-100%)
Value—
Atalanta Sosnoff Capital, LLC
N/A
Shares— from 519,661
Change-519,661 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 509,857
Change-509,857 (-100%)
Value—
Clal Insurance Enterprises Holdings Ltd
N/A
Shares— from 506,066
Change-506,066 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 505,615
Change-505,615 (-100%)
Value—
M37 Management LP
N/A
Shares— from 500,000
Change-500,000 (-100%)
Value—
Zurich Insurance Group Ltd
N/A
Shares— from 495,414
Change-495,414 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 494,037
Change-494,037 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 493,119
Change-493,119 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 486,649
Change-486,649 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 485,198
Change-485,198 (-100%)
Value—
ING Groep NV
N/A
Shares— from 483,888
Change-483,888 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 482,087
Change-482,087 (-100%)
Value—
Defiance ETFs, LLC
N/A
Shares— from 478,066
Change-478,066 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 471,452
Change-471,452 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 466,837
Change-466,837 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 466,383
Change-466,383 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 455,801
Change-455,801 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 455,051
Change-455,051 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 435,485
Change-435,485 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 428,059
Change-428,059 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 427,803
Change-427,803 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 421,145
Change-421,145 (-100%)
Value—
Commerce Bank
N/A
Shares— from 414,252
Change-414,252 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 409,753
Change-409,753 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 406,171
Change-406,171 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 405,820
Change-405,820 (-100%)
Value—
Cantor Fitzgerald, L. P.
N/A
Shares— from 394,766
Change-394,766 (-100%)
Value—
Harvest Portfolios Group Inc.
N/A
Shares— from 379,067
Change-379,067 (-100%)
Value—
Blue Sparrow, LLC
N/A
Shares— from 375,400
Change-375,400 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 373,706
Change-373,706 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 372,005
Change-372,005 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 368,808
Change-368,808 (-100%)
Value—
&partners
N/A
Shares— from 357,315
Change-357,315 (-100%)
Value—
Ghisallo Capital Management LLC
N/A
Shares— from 350,000
Change-350,000 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 346,468
Change-346,468 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 343,708
Change-343,708 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 343,560
Change-343,560 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 325,784
Change-325,784 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 325,428
Change-325,428 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 320,631
Change-320,631 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 317,132
Change-317,132 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 316,361
Change-316,361 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 314,939
Change-314,939 (-100%)
Value—
Blair William & Co
N/A
Shares— from 305,552
Change-305,552 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 302,214
Change-302,214 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 300,056
Change-300,056 (-100%)
Value—
Life Cycle Investment Partners Ltd
N/A
Shares— from 299,137
Change-299,137 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 298,930
Change-298,930 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 295,584
Change-295,584 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 281,622
Change-281,622 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 277,471
Change-277,471 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 277,276
Change-277,276 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 275,760
Change-275,760 (-100%)
Value—
Davidson Kempner Capital Management LP
N/A
Shares— from 275,000
Change-275,000 (-100%)
Value—
CTC LLC
N/A
Shares— from 270,504
Change-270,504 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 267,577
Change-267,577 (-100%)
Value—
Mediolanum International Funds Ltd
N/A
Shares— from 267,351
Change-267,351 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 260,317
Change-260,317 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 260,201
Change-260,201 (-100%)
Value—
Capitolis Liquid Global Markets LLC
N/A
Shares— from 259,900
Change-259,900 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 258,517
Change-258,517 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 256,078
Change-256,078 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 254,262
Change-254,262 (-100%)
Value—
AustralianSuper Pty Ltd
N/A
Shares— from 252,223
Change-252,223 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 251,384
Change-251,384 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 248,939
Change-248,939 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 242,037
Change-242,037 (-100%)
Value—
Varma Mutual Pension Insurance Co
N/A
Shares— from 239,618
Change-239,618 (-100%)
Value—
Lord, Abbett & Co. LLC
N/A
Shares— from 237,884
Change-237,884 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 235,671
Change-235,671 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 233,556
Change-233,556 (-100%)
Value—
Optimus Prime Fund Management Co., Ltd.
N/A
Shares— from 230,100
Change-230,100 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 229,213
Change-229,213 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 229,062
Change-229,062 (-100%)
Value—
Wedbush Fund Advisers, LLC
N/A
Shares— from 225,490
Change-225,490 (-100%)
Value—
Ilmarinen Mutual Pension Insurance Co
N/A
Shares— from 223,762
Change-223,762 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 222,959
Change-222,959 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 220,862
Change-220,862 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 218,409
Change-218,409 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 215,320
Change-215,320 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 215,308
Change-215,308 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 210,890
Change-210,890 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 209,571
Change-209,571 (-100%)
Value—
Commerzbank Aktiengesellschaft
N/A
Shares— from 208,780
Change-208,780 (-100%)
Value—
Prudential PLC
N/A
Shares— from 206,579
Change-206,579 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 205,768
Change-205,768 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 205,703
Change-205,703 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 204,397
Change-204,397 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 195,716
Change-195,716 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 195,607
Change-195,607 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 194,650
Change-194,650 (-100%)
Value—
Andra Ap-fonden
N/A
Shares— from 191,886
Change-191,886 (-100%)
Value—
Man Group plc
N/A
Shares— from 188,705
Change-188,705 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 188,272
Change-188,272 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 188,040
Change-188,040 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 185,787
Change-185,787 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 182,900
Change-182,900 (-100%)
Value—
Alden Global Capital LLC
N/A
Shares— from 177,370
Change-177,370 (-100%)
Value—
Huber Capital Management LLC
N/A
Shares— from 172,318
Change-172,318 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 171,127
Change-171,127 (-100%)
Value—
Elo Mutual Pension Insurance Co
N/A
Shares— from 170,878
Change-170,878 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 169,031
Change-169,031 (-100%)
Value—
Impax Asset Management Group plc
N/A
Shares— from 165,432
Change-165,432 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 163,637
Change-163,637 (-100%)
Value—
Aristotle Atlantic Partners, LLC
N/A
Shares— from 163,238
Change-163,238 (-100%)
Value—
Allstate Corp
N/A
Shares— from 162,487
Change-162,487 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 160,799
Change-160,799 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 160,155
Change-160,155 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 159,979
Change-159,979 (-100%)
Value—
Stanley Capital Management, LLC
N/A
Shares— from 159,800
Change-159,800 (-100%)
Value—
Susquehanna Fundamental Investments, LLC
N/A
Shares— from 159,214
Change-159,214 (-100%)
Value—
Milford Funds LTD
N/A
Shares— from 157,195
Change-157,195 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 155,987
Change-155,987 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 152,238
Change-152,238 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 151,984
Change-151,984 (-100%)
Value—
Kadensa Capital Ltd
N/A
Shares— from 147,345
Change-147,345 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 146,220
Change-146,220 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 145,669
Change-145,669 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 144,951
Change-144,951 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 143,456
Change-143,456 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 142,041
Change-142,041 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 141,523
Change-141,523 (-100%)
Value—
VAN Lanschot Kempen Investment Management N.V.
N/A
Shares— from 138,993
Change-138,993 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 138,925
Change-138,925 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 138,895
Change-138,895 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 135,920
Change-135,920 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 132,716
Change-132,716 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 131,949
Change-131,949 (-100%)
Value—
Parus Finance (UK) Ltd
N/A
Shares— from 131,660
Change-131,660 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 128,179
Change-128,179 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 126,097
Change-126,097 (-100%)
Value—
Dock Street Asset Management Inc
N/A
Shares— from 122,961
Change-122,961 (-100%)
Value—
Saudi Central Bank
N/A
Shares— from 120,794
Change-120,794 (-100%)
Value—
Jensen Investment Management Inc
N/A
Shares— from 118,394
Change-118,394 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 118,188
Change-118,188 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 117,271
Change-117,271 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 116,649
Change-116,649 (-100%)
Value—
Vinva Investment Management Ltd
N/A
Shares— from 116,414
Change-116,414 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 115,204
Change-115,204 (-100%)
Value—
Value Aligned Research Advisors, LLC
N/A
Shares— from 115,078
Change-115,078 (-100%)
Value—
Guardian Capital LP
N/A
Shares— from 114,834
Change-114,834 (-100%)
Value—
Oddo BHF Asset Management SAS
N/A
Shares— from 114,334
Change-114,334 (-100%)
Value—
Wesleyan Assurance Society
N/A
Shares— from 114,020
Change-114,020 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 113,977
Change-113,977 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 110,017
Change-110,017 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 109,489
Change-109,489 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 109,474
Change-109,474 (-100%)
Value—
Winslow Asset Management Inc
N/A
Shares— from 109,363
Change-109,363 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 109,275
Change-109,275 (-100%)
Value—
Allianz SE
N/A
Shares— from 107,324
Change-107,324 (-100%)
Value—
Hamilton Capital Partners, LLC
N/A
Shares— from 107,306
Change-107,306 (-100%)
Value—
Kentucky Retirement Systems
N/A
Shares— from 106,271
Change-106,271 (-100%)
Value—
Cantillon Capital Management LLC
N/A
Shares— from 105,457
Change-105,457 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 104,631
Change-104,631 (-100%)
Value—
Delaney Capital Management Ltd.
N/A
Shares— from 104,627
Change-104,627 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 104,028
Change-104,028 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 103,009
Change-103,009 (-100%)
Value—
LGT Group Foundation
N/A
Shares— from 102,944
Change-102,944 (-100%)
Value—
Pale Fire Capital SE
N/A
Shares— from 102,000
Change-102,000 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 100,262
Change-100,262 (-100%)
Value—
NWI Management LP
N/A
Shares— from 100,000
Change-100,000 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 99,546
Change-99,546 (-100%)
Value—
Meridiem Capital Partners LP
N/A
Shares— from 99,135
Change-99,135 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 98,929
Change-98,929 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 98,655
Change-98,655 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 98,020
Change-98,020 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 97,574
Change-97,574 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 97,422
Change-97,422 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 96,889
Change-96,889 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 95,821
Change-95,821 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 94,883
Change-94,883 (-100%)
Value—
Groupe la Francaise
N/A
Shares— from 94,743
Change-94,743 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 94,032
Change-94,032 (-100%)
Value—
Intesa Sanpaolo S.p.A.
N/A
Shares— from 93,447
Change-93,447 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 92,782
Change-92,782 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 91,874
Change-91,874 (-100%)
Value—
DJE Kapital AG
N/A
Shares— from 91,719
Change-91,719 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 91,204
Change-91,204 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 90,690
Change-90,690 (-100%)
Value—
Pentwater Capital Management LP
N/A
Shares— from 90,000
Change-90,000 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 87,531
Change-87,531 (-100%)
Value—
German American Bancorp, Inc.
N/A
Shares— from 87,363
Change-87,363 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 87,206
Change-87,206 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 86,856
Change-86,856 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 86,502
Change-86,502 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 86,057
Change-86,057 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 85,947
Change-85,947 (-100%)
Value—
Dnca Finance
N/A
Shares— from 85,700
Change-85,700 (-100%)
Value—
Dividend Assets Capital, LLC
N/A
Shares— from 85,642
Change-85,642 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 85,509
Change-85,509 (-100%)
Value—
Baader Bank Aktiengesellschaft
N/A
Shares— from 85,019
Change-85,019 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 83,175
Change-83,175 (-100%)
Value—
Shelter Mutual Insurance Co
N/A
Shares— from 82,710
Change-82,710 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 82,466
Change-82,466 (-100%)
Value—
Fairbanks Capital Management, Inc.
N/A
Shares— from 81,372
Change-81,372 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 81,321
Change-81,321 (-100%)
Value—
LGT Fund Management Co Ltd.
N/A
Shares— from 80,023
Change-80,023 (-100%)
Value—
CCM Investment Advisers LLC
N/A
Shares— from 79,842
Change-79,842 (-100%)
Value—
Lombard Odier Asset Management (Switzerland) SA
N/A
Shares— from 79,561
Change-79,561 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 79,403
Change-79,403 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 79,008
Change-79,008 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 78,943
Change-78,943 (-100%)
Value—
Twin Tree Management, LP
N/A
Shares— from 76,925
Change-76,925 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 75,139
Change-75,139 (-100%)
Value—
Davis Selected Advisers
N/A
Shares— from 74,923
Change-74,923 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 74,425
Change-74,425 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 73,920
Change-73,920 (-100%)
Value—
Dash Acquisitions Inc.
N/A
Shares— from 73,384
Change-73,384 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 73,111
Change-73,111 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 71,502
Change-71,502 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 71,098
Change-71,098 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 69,796
Change-69,796 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 68,384
Change-68,384 (-100%)
Value—
Laffer Tengler Investments, Inc.
N/A
Shares— from 67,839
Change-67,839 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 67,469
Change-67,469 (-100%)
Value—
Havemeyer Place LP
N/A
Shares— from 66,936
Change-66,936 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 66,473
Change-66,473 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 66,086
Change-66,086 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 66,042
Change-66,042 (-100%)
Value—
Seaview Investment Managers LLC
N/A
Shares— from 65,860
Change-65,860 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 65,610
Change-65,610 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 65,437
Change-65,437 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 65,055
Change-65,055 (-100%)
Value—
Adapt Investment Managers SA
N/A
Shares— from 64,819
Change-64,819 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 64,263
Change-64,263 (-100%)
Value—
South Dakota Investment Council
N/A
Shares— from 62,699
Change-62,699 (-100%)
Value—
Osmosis Investment Management UK Ltd
N/A
Shares— from 61,663
Change-61,663 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 59,778
Change-59,778 (-100%)
Value—
Punch & Associates Investment Management, Inc.
N/A
Shares— from 59,742
Change-59,742 (-100%)
Value—
NS Partners Ltd
N/A
Shares— from 59,674
Change-59,674 (-100%)
Value—
Simmons Bank
N/A
Shares— from 59,388
Change-59,388 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 59,053
Change-59,053 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 58,708
Change-58,708 (-100%)
Value—
Stephens Inc
N/A
Shares— from 58,583
Change-58,583 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 57,910
Change-57,910 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 57,624
Change-57,624 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 57,621
Change-57,621 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 57,288
Change-57,288 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 57,010
Change-57,010 (-100%)
Value—
Qvidtvm Management LLC
N/A
Shares— from 56,970
Change-56,970 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 56,942
Change-56,942 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 56,791
Change-56,791 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 55,803
Change-55,803 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 55,693
Change-55,693 (-100%)
Value—
Borer Denton & Associates, Inc.
N/A
Shares— from 55,434
Change-55,434 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 55,380
Change-55,380 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 55,005
Change-55,005 (-100%)
Value—
Weitz Investment Management, Inc.
N/A
Shares— from 55,000
Change-55,000 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 54,935
Change-54,935 (-100%)
Value—
1248 Management, LLC
N/A
Shares— from 54,603
Change-54,603 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 54,405
Change-54,405 (-100%)
Value—
Bulltick Wealth Management, LLC
N/A
Shares— from 54,342
Change-54,342 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 54,200
Change-54,200 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 53,390
Change-53,390 (-100%)
Value—
Lathrop Investment Management Co
N/A
Shares— from 53,147
Change-53,147 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 52,476
Change-52,476 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 52,348
Change-52,348 (-100%)
Value—
Titan Investment Solutions Ltd
N/A
Shares— from 52,095
Change-52,095 (-100%)
Value—
JAT Capital Mgmt LP
N/A
Shares— from 51,560
Change-51,560 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 51,423
Change-51,423 (-100%)
Value—
Stonebridge Capital Management Inc
N/A
Shares— from 51,348
Change-51,348 (-100%)
Value—
OAK Associates LTD
N/A
Shares— from 51,183
Change-51,183 (-100%)
Value—
Mufg Securities Americas Inc.
N/A
Shares— from 51,107
Change-51,107 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 50,902
Change-50,902 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 49,996
Change-49,996 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 49,325
Change-49,325 (-100%)
Value—
DCM Advisors, LLC
N/A
Shares— from 49,237
Change-49,237 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 48,820
Change-48,820 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 48,604
Change-48,604 (-100%)
Value—
Siemens Fonds Invest GmbH
N/A
Shares— from 48,323
Change-48,323 (-100%)
Value—
Unisphere Establishment
N/A
Shares— from 48,250
Change-48,250 (-100%)
Value—
Titan Wealth (CI) Ltd
N/A
Shares— from 47,844
Change-47,844 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 47,623
Change-47,623 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 47,223
Change-47,223 (-100%)
Value—
Empirical Finance, LLC
N/A
Shares— from 46,550
Change-46,550 (-100%)
Value—
Sienna Gestion
N/A
Shares— from 46,053
Change-46,053 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 45,665
Change-45,665 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 45,603
Change-45,603 (-100%)
Value—
Ithaka Group LLC
N/A
Shares— from 45,382
Change-45,382 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 45,261
Change-45,261 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 45,183
Change-45,183 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 44,932
Change-44,932 (-100%)
Value—
Union Heritage Capital, LLC
N/A
Shares— from 44,687
Change-44,687 (-100%)
Value—
Caisse DES Depots ET Consignations
N/A
Shares— from 44,633
Change-44,633 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 44,401
Change-44,401 (-100%)
Value—
Kentucky Retirement Systems Insurance Trust Fund
N/A
Shares— from 44,101
Change-44,101 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 43,888
Change-43,888 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 43,257
Change-43,257 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 43,235
Change-43,235 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 42,942
Change-42,942 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 41,937
Change-41,937 (-100%)
Value—
Keystone Investors PTE LTD
N/A
Shares— from 41,603
Change-41,603 (-100%)
Value—
Whetstone Capital Advisors, LLC
N/A
Shares— from 41,598
Change-41,598 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 41,319
Change-41,319 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 41,272
Change-41,272 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 41,213
Change-41,213 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 40,948
Change-40,948 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 40,242
Change-40,242 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 39,991
Change-39,991 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 39,324
Change-39,324 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 39,152
Change-39,152 (-100%)
Value—
SIH Partners, Lllp
N/A
Shares— from 38,583
Change-38,583 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 38,408
Change-38,408 (-100%)
Value—
Step Capital Management Pte. Ltd.
N/A
Shares— from 38,200
Change-38,200 (-100%)
Value—
BNP Paribas
N/A
Shares— from 38,116
Change-38,116 (-100%)
Value—
Westport Asset Management Inc
N/A
Shares— from 38,000
Change-38,000 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 37,658
Change-37,658 (-100%)
Value—
Fairfield, Bush & Co.
N/A
Shares— from 37,446
Change-37,446 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 37,344
Change-37,344 (-100%)
Value—
Liontrust Investment Partners LLP
N/A
Shares— from 37,262
Change-37,262 (-100%)
Value—
Resources Management Corp
N/A
Shares— from 37,066
Change-37,066 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 37,022
Change-37,022 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 36,716
Change-36,716 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 36,685
Change-36,685 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 36,248
Change-36,248 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 35,477
Change-35,477 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 35,327
Change-35,327 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 35,223
Change-35,223 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 35,211
Change-35,211 (-100%)
Value—
Denali Advisors LLC
N/A
Shares— from 35,136
Change-35,136 (-100%)
Value—
Bayesian Capital Management, LP
N/A
Shares— from 34,855
Change-34,855 (-100%)
Value—
Niles Investment Management, LLC
N/A
Shares— from 34,669
Change-34,669 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 34,667
Change-34,667 (-100%)
Value—
Sphera Management Technology Funds Ltd
N/A
Shares— from 34,520
Change-34,520 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 34,223
Change-34,223 (-100%)
Value—
Pring Turner Capital Group Inc
N/A
Shares— from 34,002
Change-34,002 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 33,855
Change-33,855 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 33,590
Change-33,590 (-100%)
Value—
Hayek Kallen Investment Management
N/A
Shares— from 33,216
Change-33,216 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 31,910
Change-31,910 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 31,833
Change-31,833 (-100%)
Value—
Saranac Partners Ltd
N/A
Shares— from 31,809
Change-31,809 (-100%)
Value—
B & T Capital Management DBA Alpha Capital Management
N/A
Shares— from 31,793
Change-31,793 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 31,354
Change-31,354 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 31,319
Change-31,319 (-100%)
Value—
Twin Capital Management Inc
N/A
Shares— from 30,754
Change-30,754 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 30,619
Change-30,619 (-100%)
Value—
Twinbeech Capital LP
N/A
Shares— from 30,547
Change-30,547 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 30,485
Change-30,485 (-100%)
Value—
Quest Investment Management LLC
N/A
Shares— from 30,470
Change-30,470 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 29,897
Change-29,897 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 29,890
Change-29,890 (-100%)
Value—
Taikang Asset Management (Hong Kong) Co Ltd
N/A
Shares— from 29,731
Change-29,731 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 29,547
Change-29,547 (-100%)
Value—
Godshalk Welsh Capital Management, Inc.
N/A
Shares— from 29,360
Change-29,360 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 29,355
Change-29,355 (-100%)
Value—
Erste Towarzystwo Funduszy Inwestycyjnych S.A.
N/A
Shares— from 29,291
Change-29,291 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 29,261
Change-29,261 (-100%)
Value—
Westpac Banking Corp
N/A
Shares— from 29,200
Change-29,200 (-100%)
Value—
Aft, Forsyth & Sober, LLC
N/A
Shares— from 28,700
Change-28,700 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 28,384
Change-28,384 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 27,803
Change-27,803 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 27,740
Change-27,740 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 27,426
Change-27,426 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 27,417
Change-27,417 (-100%)
Value—
SWP Investment Management LLC
N/A
Shares— from 27,273
Change-27,273 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 27,030
Change-27,030 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 26,814
Change-26,814 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 26,747
Change-26,747 (-100%)
Value—
Groupama Asset Managment
N/A
Shares— from 26,447
Change-26,447 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 26,361
Change-26,361 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 26,170
Change-26,170 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 26,163
Change-26,163 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 26,072
Change-26,072 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 25,904
Change-25,904 (-100%)
Value—
Moore Capital Management, LP
N/A
Shares— from 25,900
Change-25,900 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 25,810
Change-25,810 (-100%)
Value—
X-Square Capital, LLC
N/A
Shares— from 25,700
Change-25,700 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 25,590
Change-25,590 (-100%)
Value—
First National Advisers, LLC
N/A
Shares— from 24,668
Change-24,668 (-100%)
Value—
Maytus Capital Management, LLC
N/A
Shares— from 24,643
Change-24,643 (-100%)
Value—
Howard Hughes Medical Institute
N/A
Shares— from 23,851
Change-23,851 (-100%)
Value—
Harvest Fund Management Co., Ltd
N/A
Shares— from 23,611
Change-23,611 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 23,243
Change-23,243 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 23,172
Change-23,172 (-100%)
Value—
ABN Amro Bank N.V.
N/A
Shares— from 23,133
Change-23,133 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 23,100
Change-23,100 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 23,040
Change-23,040 (-100%)
Value—
Cullen Capital Management, LLC
N/A
Shares— from 22,741
Change-22,741 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 22,464
Change-22,464 (-100%)
Value—
Quantitative Investment Management, LLC
N/A
Shares— from 22,325
Change-22,325 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 22,318
Change-22,318 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 22,140
Change-22,140 (-100%)
Value—
Noble Wealth Partners LLC
N/A
Shares— from 22,128
Change-22,128 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 22,031
Change-22,031 (-100%)
Value—
Saba Capital Management, L.P.A
N/A
Shares— from 22,000
Change-22,000 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 21,843
Change-21,843 (-100%)
Value—
J. Goldman & Co LP
N/A
Shares— from 21,520
Change-21,520 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 20,960
Change-20,960 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 20,872
Change-20,872 (-100%)
Value—
EFG International AG
N/A
Shares— from 20,780
Change-20,780 (-100%)
Value—
Aviso Financial Inc.
N/A
Shares— from 20,766
Change-20,766 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 20,754
Change-20,754 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 20,716
Change-20,716 (-100%)
Value—
Camarda Financial Advisors, LLC
N/A
Shares— from 20,677
Change-20,677 (-100%)
Value—
Entropy Technologies, LP
N/A
Shares— from 20,642
Change-20,642 (-100%)
Value—
LuminArx Capital Management LP
N/A
Shares— from 20,600
Change-20,600 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 20,529
Change-20,529 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 20,371
Change-20,371 (-100%)
Value—
River Road Asset Management, LLC
N/A
Shares— from 20,345
Change-20,345 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 20,249
Change-20,249 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 20,172
Change-20,172 (-100%)
Value—
Eagle Capital Management LLC
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 19,993
Change-19,993 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 19,689
Change-19,689 (-100%)
Value—
Bank OZK
N/A
Shares— from 19,625
Change-19,625 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 19,395
Change-19,395 (-100%)
Value—
Ionic Capital Management LLC
N/A
Shares— from 19,306
Change-19,306 (-100%)
Value—
Ossiam
N/A
Shares— from 19,299
Change-19,299 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 19,208
Change-19,208 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 19,008
Change-19,008 (-100%)
Value—
SSA Swiss Advisors AG
N/A
Shares— from 18,865
Change-18,865 (-100%)
Value—
CMT Capital Markets Trading GmbH
N/A
Shares— from 18,694
Change-18,694 (-100%)
Value—
Clare Market Investments LLC
N/A
Shares— from 18,692
Change-18,692 (-100%)
Value—
RNC Capital Management LLC
N/A
Shares— from 18,609
Change-18,609 (-100%)
Value—
Meiji Yasuda Life Insurance Co
N/A
Shares— from 18,398
Change-18,398 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 18,189
Change-18,189 (-100%)
Value—
CastleKnight Management LP
N/A
Shares— from 18,180
Change-18,180 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 18,177
Change-18,177 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 18,155
Change-18,155 (-100%)
Value—
Legato Capital Management LLC
N/A
Shares— from 18,092
Change-18,092 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 17,998
Change-17,998 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 17,963
Change-17,963 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 17,951
Change-17,951 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 17,950
Change-17,950 (-100%)
Value—
Cladis Investment Advisory, LLC
N/A
Shares— from 17,897
Change-17,897 (-100%)
Value—
Gilder Gagnon Howe & Co LLC
N/A
Shares— from 17,860
Change-17,860 (-100%)
Value—
FOX RUN Management, L.L.C.
N/A
Shares— from 17,715
Change-17,715 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 17,661
Change-17,661 (-100%)
Value—
Ceeto Capital Group, LLC
N/A
Shares— from 17,305
Change-17,305 (-100%)
Value—
Leith Wheeler Investment Counsel Ltd.
N/A
Shares— from 17,190
Change-17,190 (-100%)
Value—
Infrastructure Capital Advisors, LLC
N/A
Shares— from 17,179
Change-17,179 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 17,121
Change-17,121 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 16,984
Change-16,984 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 16,899
Change-16,899 (-100%)
Value—
Prospect Financial Services LLC
N/A
Shares— from 16,847
Change-16,847 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 16,839
Change-16,839 (-100%)
Value—
Capital Markets Trading UK LLP
N/A
Shares— from 16,598
Change-16,598 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 16,533
Change-16,533 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 16,349
Change-16,349 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 16,298
Change-16,298 (-100%)
Value—
Martin & Co Inc
N/A
Shares— from 16,145
Change-16,145 (-100%)
Value—
Catalyst Funds Management Pty Ltd
N/A
Shares— from 16,100
Change-16,100 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 15,925
Change-15,925 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 15,886
Change-15,886 (-100%)
Value—
Symmetry Investments LP
N/A
Shares— from 15,880
Change-15,880 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 15,776
Change-15,776 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 15,704
Change-15,704 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 15,701
Change-15,701 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 15,639
Change-15,639 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 15,571
Change-15,571 (-100%)
Value—
Cunning Capital Partners, LP
N/A
Shares— from 15,541
Change-15,541 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 15,512
Change-15,512 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 15,351
Change-15,351 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 15,269
Change-15,269 (-100%)
Value—
Arbor Trust Wealth Advisors, LLC
N/A
Shares— from 15,134
Change-15,134 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 14,948
Change-14,948 (-100%)
Value—
Qsemble Capital Management, LP
N/A
Shares— from 14,944
Change-14,944 (-100%)
Value—
Crawford Investment Counsel Inc
N/A
Shares— from 14,892
Change-14,892 (-100%)
Value—
Stevens Capital Management LP
N/A
Shares— from 14,874
Change-14,874 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 14,781
Change-14,781 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 14,734
Change-14,734 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 14,691
Change-14,691 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 14,640
Change-14,640 (-100%)
Value—
Miller Investment Management, LP
N/A
Shares— from 14,571
Change-14,571 (-100%)
Value—
Fairtree Asset Management (Pty) Ltd
N/A
Shares— from 14,215
Change-14,215 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 14,186
Change-14,186 (-100%)
Value—
Wilson & Boucher Capital Management, LLC
N/A
Shares— from 14,169
Change-14,169 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 14,055
Change-14,055 (-100%)
Value—
Te Ahumairangi Investment Management Ltd
N/A
Shares— from 13,960
Change-13,960 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 13,758
Change-13,758 (-100%)
Value—
Ariel Investments, LLC
N/A
Shares— from 13,730
Change-13,730 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 13,692
Change-13,692 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 13,643
Change-13,643 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 13,621
Change-13,621 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 13,507
Change-13,507 (-100%)
Value—
Alphadyne Asset Management LP
N/A
Shares— from 13,497
Change-13,497 (-100%)
Value—
Cornerstone Select Advisors, LLC
N/A
Shares— from 13,476
Change-13,476 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 13,441
Change-13,441 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 13,429
Change-13,429 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 13,400
Change-13,400 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 13,097
Change-13,097 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 13,088
Change-13,088 (-100%)
Value—
Allred Capital Management, LLC
N/A
Shares— from 13,085
Change-13,085 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 12,988
Change-12,988 (-100%)
Value—
Aimz Investment Advisors, LLC
N/A
Shares— from 12,963
Change-12,963 (-100%)
Value—
Empire Financial Management Company, LLC
N/A
Shares— from 12,913
Change-12,913 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 12,758
Change-12,758 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 12,756
Change-12,756 (-100%)
Value—
Matters Capital LLC
N/A
Shares— from 12,748
Change-12,748 (-100%)
Value—
Fox Hill Wealth Management
N/A
Shares— from 12,710
Change-12,710 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 12,695
Change-12,695 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 12,691
Change-12,691 (-100%)
Value—
Millington Financial Advisors, LLC
N/A
Shares— from 12,574
Change-12,574 (-100%)
Value—
Timber Creek Capital Management LLC
N/A
Shares— from 12,541
Change-12,541 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 12,474
Change-12,474 (-100%)
Value—
Stoneridge Investment Partners LLC
N/A
Shares— from 12,435
Change-12,435 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 12,371
Change-12,371 (-100%)
Value—
Brooks, Moore & Associates, Inc.
N/A
Shares— from 12,352
Change-12,352 (-100%)
Value—
Science & Technology Partners, L.P.
N/A
Shares— from 12,291
Change-12,291 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 12,254
Change-12,254 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 12,179
Change-12,179 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 12,106
Change-12,106 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 12,002
Change-12,002 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 11,957
Change-11,957 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 11,949
Change-11,949 (-100%)
Value—
BW Gestao de Investimentos Ltda.
N/A
Shares— from 11,917
Change-11,917 (-100%)
Value—
Advisory Research Inc
N/A
Shares— from 11,821
Change-11,821 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 11,815
Change-11,815 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 11,779
Change-11,779 (-100%)
Value—
Auxier Asset Management LLC
N/A
Shares— from 11,767
Change-11,767 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 11,750
Change-11,750 (-100%)
Value—
PeakShares LLC
N/A
Shares— from 11,591
Change-11,591 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 11,572
Change-11,572 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 11,520
Change-11,520 (-100%)
Value—
Pekao Towarzystwo Funduszy Inwestycyjnych S.A.
N/A
Shares— from 11,516
Change-11,516 (-100%)
Value—
Hillman Capital Management, Inc.
N/A
Shares— from 11,496
Change-11,496 (-100%)
Value—
SPX Gestao de Recursos Ltda
N/A
Shares— from 11,365
Change-11,365 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 11,333
Change-11,333 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 11,287
Change-11,287 (-100%)
Value—
Vega Investment Solutions
N/A
Shares— from 11,273
Change-11,273 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 11,268
Change-11,268 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 11,216
Change-11,216 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 10,982
Change-10,982 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 10,890
Change-10,890 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 10,888
Change-10,888 (-100%)
Value—
MainStreet Investment Advisors LLC
N/A
Shares— from 10,888
Change-10,888 (-100%)
Value—
Vickerman Investment Advisors, Inc.
N/A
Shares— from 10,838
Change-10,838 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 10,660
Change-10,660 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 10,575
Change-10,575 (-100%)
Value—
Everest Private Wealth
N/A
Shares— from 10,505
Change-10,505 (-100%)
Value—
Sunstone Asset Management, LP
N/A
Shares— from 10,500
Change-10,500 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 10,423
Change-10,423 (-100%)
Value—
Virtus Investment Advisers, LLC
N/A
Shares— from 10,422
Change-10,422 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 10,402
Change-10,402 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 10,383
Change-10,383 (-100%)
Value—
Black Maple Capital Management LP
N/A
Shares— from 10,350
Change-10,350 (-100%)
Value—
Dover Advisors, LLC
N/A
Shares— from 10,341
Change-10,341 (-100%)
Value—
Oxford Asset Management LLP
N/A
Shares— from 10,278
Change-10,278 (-100%)
Value—
Gardner Lewis Asset Management L P
N/A
Shares— from 10,240
Change-10,240 (-100%)
Value—
Fred Alger Management, LLC
N/A
Shares— from 10,217
Change-10,217 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 10,192
Change-10,192 (-100%)
Value—
Itau Unibanco Holding S.A.
N/A
Shares— from 10,120
Change-10,120 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 10,103
Change-10,103 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 10,097
Change-10,097 (-100%)
Value—
Spectrum Investment Advisors, Inc.
N/A
Shares— from 10,094
Change-10,094 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 10,092
Change-10,092 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 10,077
Change-10,077 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 10,067
Change-10,067 (-100%)
Value—
Zuckerman Investment Group, LLC
N/A
Shares— from 10,033
Change-10,033 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 10,025
Change-10,025 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 10,022
Change-10,022 (-100%)
Value—
Polymer Capital Management (US) LLC
N/A
Shares— from 10,004
Change-10,004 (-100%)
Value—
Scharf Investments, LLC
N/A
Shares— from 9,921
Change-9,921 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 9,841
Change-9,841 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 9,798
Change-9,798 (-100%)
Value—
Triton Financial Group Inc
N/A
Shares— from 9,796
Change-9,796 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 9,775
Change-9,775 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 9,677
Change-9,677 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 9,673
Change-9,673 (-100%)
Value—
Boston Research & Management Inc
N/A
Shares— from 9,639
Change-9,639 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 9,616
Change-9,616 (-100%)
Value—
IQ EQ Fund Management (Ireland) Ltd
N/A
Shares— from 9,539
Change-9,539 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 9,538
Change-9,538 (-100%)
Value—
Secured Retirement Advisors, LLC
N/A
Shares— from 9,463
Change-9,463 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 9,221
Change-9,221 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 9,178
Change-9,178 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 9,167
Change-9,167 (-100%)
Value—
Bluebird Wealth Management LLC
N/A
Shares— from 9,123
Change-9,123 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 9,120
Change-9,120 (-100%)
Value—
Plotkin Financial Advisors, LLC
N/A
Shares— from 9,060
Change-9,060 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 8,996
Change-8,996 (-100%)
Value—
Trustco Bank Corp N Y
N/A
Shares— from 8,978
Change-8,978 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 8,885
Change-8,885 (-100%)
Value—
Crabel Capital Management, LLC
N/A
Shares— from 8,839
Change-8,839 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 8,827
Change-8,827 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 8,793
Change-8,793 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 8,765
Change-8,765 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 8,761
Change-8,761 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 8,731
Change-8,731 (-100%)
Value—
Stance Capital LLC
N/A
Shares— from 8,656
Change-8,656 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 8,652
Change-8,652 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 8,618
Change-8,618 (-100%)
Value—
North Dallas Bank & Trust Co
N/A
Shares— from 8,584
Change-8,584 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 8,567
Change-8,567 (-100%)
Value—
Kirtland Hills Capital Management, LLC
N/A
Shares— from 8,509
Change-8,509 (-100%)
Value—
Ostrum Asset Management
N/A
Shares— from 8,484
Change-8,484 (-100%)
Value—
Capital International Sarl
N/A
Shares— from 8,464
Change-8,464 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 8,446
Change-8,446 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 8,438
Change-8,438 (-100%)
Value—
Acorns Advisers, LLC
N/A
Shares— from 8,399
Change-8,399 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 8,328
Change-8,328 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 8,318
Change-8,318 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 8,311
Change-8,311 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 8,304
Change-8,304 (-100%)
Value—
Saiph Capital, LLC
N/A
Shares— from 8,265
Change-8,265 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 8,216
Change-8,216 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 8,146
Change-8,146 (-100%)
Value—
US Asset Management LLC
N/A
Shares— from 8,103
Change-8,103 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 8,094
Change-8,094 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 8,081
Change-8,081 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 8,046
Change-8,046 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 7,991
Change-7,991 (-100%)
Value—
Varcov Co.
N/A
Shares— from 7,968
Change-7,968 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 7,938
Change-7,938 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 7,936
Change-7,936 (-100%)
Value—
CIM Investment Management Inc
N/A
Shares— from 7,825
Change-7,825 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 7,776
Change-7,776 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 7,756
Change-7,756 (-100%)
Value—
Fuller & Thaler Asset Management, Inc.
N/A
Shares— from 7,723
Change-7,723 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 7,704
Change-7,704 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 7,680
Change-7,680 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 7,680
Change-7,680 (-100%)
Value—
Hudson Portfolio Management LLC
N/A
Shares— from 7,679
Change-7,679 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 7,677
Change-7,677 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 7,666
Change-7,666 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 7,610
Change-7,610 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 7,607
Change-7,607 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 7,599
Change-7,599 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 7,559
Change-7,559 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 7,547
Change-7,547 (-100%)
Value—
DF Dent & Co Inc
N/A
Shares— from 7,546
Change-7,546 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 7,527
Change-7,527 (-100%)
Value—
Buckland Partners Management Co LLC
N/A
Shares— from 7,500
Change-7,500 (-100%)
Value—
Caption Management, LLC
N/A
Shares— from 7,500
Change-7,500 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 7,489
Change-7,489 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 7,485
Change-7,485 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 7,434
Change-7,434 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 7,387
Change-7,387 (-100%)
Value—
Betterment LLC
N/A
Shares— from 7,352
Change-7,352 (-100%)
Value—
Weiss Asset Management LP
N/A
Shares— from 7,319
Change-7,319 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 7,228
Change-7,228 (-100%)
Value—
Notis-McConarty Edward
N/A
Shares— from 7,200
Change-7,200 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 7,183
Change-7,183 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 7,162
Change-7,162 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 7,147
Change-7,147 (-100%)
Value—
Pursuit Wealth Strategies, LLC
N/A
Shares— from 7,131
Change-7,131 (-100%)
Value—
Cura Wealth Advisors, LLC
N/A
Shares— from 7,048
Change-7,048 (-100%)
Value—
Connable Office Inc
N/A
Shares— from 7,045
Change-7,045 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 7,007
Change-7,007 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 6,977
Change-6,977 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 6,959
Change-6,959 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 6,914
Change-6,914 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 6,844
Change-6,844 (-100%)
Value—
Sompo Asset Management Co., Ltd.
N/A
Shares— from 6,840
Change-6,840 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 6,803
Change-6,803 (-100%)
Value—
KDT Advisors, LLC
N/A
Shares— from 6,799
Change-6,799 (-100%)
Value—
AFT, Forsyth & Company, Inc.
N/A
Shares— from 6,795
Change-6,795 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 6,709
Change-6,709 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 6,708
Change-6,708 (-100%)
Value—
Aigen Investment Management, LP
N/A
Shares— from 6,655
Change-6,655 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 6,639
Change-6,639 (-100%)
Value—
All Terrain Financial Advisors, LLC
N/A
Shares— from 6,601
Change-6,601 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 6,489
Change-6,489 (-100%)
Value—
Cinctive Capital Management LP
N/A
Shares— from 6,462
Change-6,462 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 6,462
Change-6,462 (-100%)
Value—
Planning Center, Inc.
N/A
Shares— from 6,377
Change-6,377 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 6,346
Change-6,346 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 6,336
Change-6,336 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 6,327
Change-6,327 (-100%)
Value—
FCA Corp
N/A
Shares— from 6,292
Change-6,292 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 6,228
Change-6,228 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 6,221
Change-6,221 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 6,206
Change-6,206 (-100%)
Value—
SBI Okasan Asset Management Co.Ltd.
N/A
Shares— from 6,200
Change-6,200 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 6,191
Change-6,191 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 6,175
Change-6,175 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 6,137
Change-6,137 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 6,095
Change-6,095 (-100%)
Value—
Samara Investment Management, LLC
N/A
Shares— from 6,080
Change-6,080 (-100%)
Value—
Morton Community Bank
N/A
Shares— from 6,065
Change-6,065 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 6,034
Change-6,034 (-100%)
Value—
Signet Private Wealth LLC
N/A
Shares— from 6,020
Change-6,020 (-100%)
Value—
East Coast Asset Management, Llc.
N/A
Shares— from 6,015
Change-6,015 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 5,996
Change-5,996 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 5,980
Change-5,980 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 5,959
Change-5,959 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 5,945
Change-5,945 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 5,894
Change-5,894 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 5,890
Change-5,890 (-100%)
Value—
Richmond Brothers, Inc.
N/A
Shares— from 5,880
Change-5,880 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 5,866
Change-5,866 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 5,839
Change-5,839 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 5,802
Change-5,802 (-100%)
Value—
Beta Wealth Group, Inc.
N/A
Shares— from 5,801
Change-5,801 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 5,792
Change-5,792 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 5,788
Change-5,788 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 5,783
Change-5,783 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 5,761
Change-5,761 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 5,758
Change-5,758 (-100%)
Value—
Okabena Investment Services Inc
N/A
Shares— from 5,705
Change-5,705 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 5,672
Change-5,672 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 5,579
Change-5,579 (-100%)
Value—
Voya Financial Advisors, Inc.
N/A
Shares— from 5,551
Change-5,551 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 5,545
Change-5,545 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 5,515
Change-5,515 (-100%)
Value—
Hartford Funds Management Co LLC
N/A
Shares— from 5,511
Change-5,511 (-100%)
Value—
Prana Capital Management, LP
N/A
Shares— from 5,509
Change-5,509 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 5,495
Change-5,495 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 5,488
Change-5,488 (-100%)
Value—
Sunflower Bank, N.A.
N/A
Shares— from 5,431
Change-5,431 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 5,430
Change-5,430 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 5,392
Change-5,392 (-100%)
Value—
Dimension Capital Management LLC
N/A
Shares— from 5,388
Change-5,388 (-100%)
Value—
Byrne Financial Freedom, LLC
N/A
Shares— from 5,361
Change-5,361 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 5,303
Change-5,303 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 5,297
Change-5,297 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 5,272
Change-5,272 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 5,258
Change-5,258 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 5,248
Change-5,248 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 5,245
Change-5,245 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 5,203
Change-5,203 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 5,201
Change-5,201 (-100%)
Value—
Readystate Asset Management LP
N/A
Shares— from 5,190
Change-5,190 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 5,180
Change-5,180 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 5,120
Change-5,120 (-100%)
Value—
Summitry LLC
N/A
Shares— from 5,107
Change-5,107 (-100%)
Value—
EWA, LLC
N/A
Shares— from 5,103
Change-5,103 (-100%)
Value—
Bank Hapoalim BM
N/A
Shares— from 5,071
Change-5,071 (-100%)
Value—
RBO & Co LLC
N/A
Shares— from 5,063
Change-5,063 (-100%)
Value—
Paces Ferry Wealth Advisors, LLC
N/A
Shares— from 5,058
Change-5,058 (-100%)
Value—
Bank of Nova Scotia Trust Co
N/A
Shares— from 5,033
Change-5,033 (-100%)
Value—
Requisite Capital Management, LLC
N/A
Shares— from 4,972
Change-4,972 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 4,964
Change-4,964 (-100%)
Value—
McLaughlin Asset Management, Inc.
N/A
Shares— from 4,944
Change-4,944 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 4,891
Change-4,891 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 4,882
Change-4,882 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 4,843
Change-4,843 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 4,839
Change-4,839 (-100%)
Value—
Aspiring Ventures, LLC
N/A
Shares— from 4,826
Change-4,826 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 4,800
Change-4,800 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 4,771
Change-4,771 (-100%)
Value—
Estate Planners Group, LLC
N/A
Shares— from 4,764
Change-4,764 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 4,752
Change-4,752 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 4,741
Change-4,741 (-100%)
Value—
Vienna Asset Management LLC
N/A
Shares— from 4,726
Change-4,726 (-100%)
Value—
Pingora Partners LLC
N/A
Shares— from 4,700
Change-4,700 (-100%)
Value—
Navellier & Associates Inc
N/A
Shares— from 4,688
Change-4,688 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 4,678
Change-4,678 (-100%)
Value—
Meadowbrook Advisors Group, LLC
N/A
Shares— from 4,668
Change-4,668 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 4,659
Change-4,659 (-100%)
Value—
Cyber Hornet ETFs LLC
N/A
Shares— from 4,625
Change-4,625 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 4,561
Change-4,561 (-100%)
Value—
K.J. Harrison & Partners Inc
N/A
Shares— from 4,551
Change-4,551 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 4,548
Change-4,548 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 4,474
Change-4,474 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 4,409
Change-4,409 (-100%)
Value—
Alan B Lancz & Associates, Inc.
N/A
Shares— from 4,375
Change-4,375 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 4,367
Change-4,367 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 4,364
Change-4,364 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 4,341
Change-4,341 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 4,325
Change-4,325 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 4,314
Change-4,314 (-100%)
Value—
Precision Wealth Strategies, LLC
N/A
Shares— from 4,307
Change-4,307 (-100%)
Value—
Brave Asset Management Inc
N/A
Shares— from 4,306
Change-4,306 (-100%)
Value—
First National Bank of Hutchinson
N/A
Shares— from 4,261
Change-4,261 (-100%)
Value—
Houlihan Financial Resource Group, Ltd.
N/A
Shares— from 4,202
Change-4,202 (-100%)
Value—
Oxford Wealth Group, LLC
N/A
Shares— from 4,197
Change-4,197 (-100%)
Value—
SMA Capital LLC
N/A
Shares— from 4,153
Change-4,153 (-100%)
Value—
Broyhill Asset Management, LLC
N/A
Shares— from 4,138
Change-4,138 (-100%)
Value—
Old North State Trust, LLC
N/A
Shares— from 4,113
Change-4,113 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 4,096
Change-4,096 (-100%)
Value—
Sagewood Asset Management LP
N/A
Shares— from 4,091
Change-4,091 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 4,087
Change-4,087 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 4,071
Change-4,071 (-100%)
Value—
Jones Road Capital Management, L.P.
N/A
Shares— from 4,068
Change-4,068 (-100%)
Value—
Mirova
N/A
Shares— from 4,052
Change-4,052 (-100%)
Value—
Iconiq Capital, LLC
N/A
Shares— from 4,050
Change-4,050 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 4,033
Change-4,033 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 4,002
Change-4,002 (-100%)
Value—
Schrum Private Wealth Management LLC
N/A
Shares— from 3,973
Change-3,973 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 3,958
Change-3,958 (-100%)
Value—
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A
Shares— from 3,950
Change-3,950 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 3,893
Change-3,893 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 3,869
Change-3,869 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 3,862
Change-3,862 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 3,851
Change-3,851 (-100%)
Value—
Shay Capital LLC
N/A
Shares— from 3,850
Change-3,850 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 3,849
Change-3,849 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 3,842
Change-3,842 (-100%)
Value—
S Harris Financial Group, LLC
N/A
Shares— from 3,842
Change-3,842 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 3,837
Change-3,837 (-100%)
Value—
Lumbard & Kellner, LLC
N/A
Shares— from 3,835
Change-3,835 (-100%)
Value—
Campion Asset Management
N/A
Shares— from 3,834
Change-3,834 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 3,833
Change-3,833 (-100%)
Value—
Dark Forest Capital Management LP
N/A
Shares— from 3,830
Change-3,830 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 3,825
Change-3,825 (-100%)
Value—
Seneca House Advisors
N/A
Shares— from 3,824
Change-3,824 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 3,812
Change-3,812 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 3,811
Change-3,811 (-100%)
Value—
Z3 Capital Partners, LLC
N/A
Shares— from 3,783
Change-3,783 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 3,752
Change-3,752 (-100%)
Value—
Invictus Private Wealth, LLC
N/A
Shares— from 3,750
Change-3,750 (-100%)
Value—
Swan Global Investments, LLC
N/A
Shares— from 3,748
Change-3,748 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 3,728
Change-3,728 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 3,707
Change-3,707 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 3,691
Change-3,691 (-100%)
Value—
Advocacy Wealth Management, LLC
N/A
Shares— from 3,684
Change-3,684 (-100%)
Value—
Blueshift Asset Management, LLC
N/A
Shares— from 3,679
Change-3,679 (-100%)
Value—
Claret Asset Management Corp
N/A
Shares— from 3,650
Change-3,650 (-100%)
Value—
Opal Capital LLC
N/A
Shares— from 3,619
Change-3,619 (-100%)
Value—
Charter Research & Investment Group, Inc.
N/A
Shares— from 3,599
Change-3,599 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 3,568
Change-3,568 (-100%)
Value—
Clarion Wealth Managment Partners, LLC
N/A
Shares— from 3,565
Change-3,565 (-100%)
Value—
Karpus Management, Inc.
N/A
Shares— from 3,550
Change-3,550 (-100%)
Value—
City National Bank of Florida
N/A
Shares— from 3,542
Change-3,542 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 3,531
Change-3,531 (-100%)
Value—
Khazanah Nasional Berhad
N/A
Shares— from 3,527
Change-3,527 (-100%)
Value—
Mark Asset Management LP
N/A
Shares— from 3,524
Change-3,524 (-100%)
Value—
Christine Messmer PC
N/A
Shares— from 3,512
Change-3,512 (-100%)
Value—
Main Street Research LLC
N/A
Shares— from 3,505
Change-3,505 (-100%)
Value—
Sonoma Allocations LLC
N/A
Shares— from 3,499
Change-3,499 (-100%)
Value—
Keystone Financial Services
N/A
Shares— from 3,469
Change-3,469 (-100%)
Value—
IKE Capital, LLC
N/A
Shares— from 3,464
Change-3,464 (-100%)
Value—
KilterHowling LLC
N/A
Shares— from 3,429
Change-3,429 (-100%)
Value—
Rogco, LP
N/A
Shares— from 3,426
Change-3,426 (-100%)
Value—
Calydon Capital
N/A
Shares— from 3,423
Change-3,423 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 3,413
Change-3,413 (-100%)
Value—
Pursue Wealth Partners LLC
N/A
Shares— from 3,400
Change-3,400 (-100%)
Value—
Harbor Advisors LLC
N/A
Shares— from 3,400
Change-3,400 (-100%)
Value—
Henrickson Nauta Wealth Advisors, Inc.
N/A
Shares— from 3,386
Change-3,386 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 3,384
Change-3,384 (-100%)
Value—
Consilio Wealth Advisors, LLC
N/A
Shares— from 3,378
Change-3,378 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 3,378
Change-3,378 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 3,365
Change-3,365 (-100%)
Value—
Paul R. Ried Financial Group, LLC
N/A
Shares— from 3,325
Change-3,325 (-100%)
Value—
New World Advisors LLC
N/A
Shares— from 3,325
Change-3,325 (-100%)
Value—
Diametric Capital, LP
N/A
Shares— from 3,314
Change-3,314 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 3,313
Change-3,313 (-100%)
Value—
MOR Wealth Management, LLC
N/A
Shares— from 3,313
Change-3,313 (-100%)
Value—
Severin Investments, LLC
N/A
Shares— from 3,299
Change-3,299 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 3,277
Change-3,277 (-100%)
Value—
Potomac Fund Management Inc
N/A
Shares— from 3,259
Change-3,259 (-100%)
Value—
McGowan Group Asset Management, Inc.
N/A
Shares— from 3,234
Change-3,234 (-100%)
Value—
Twin City Private Wealth, LLC
N/A
Shares— from 3,227
Change-3,227 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 3,218
Change-3,218 (-100%)
Value—
EMC Capital Management
N/A
Shares— from 3,200
Change-3,200 (-100%)
Value—
Stillwater Capital Advisors, LLC
N/A
Shares— from 3,159
Change-3,159 (-100%)
Value—
Wealthspan Partners, LLC
N/A
Shares— from 3,130
Change-3,130 (-100%)
Value—
Wallace Advisory Group, LLC
N/A
Shares— from 3,124
Change-3,124 (-100%)
Value—
Orleans Capital Management Corp
N/A
Shares— from 3,120
Change-3,120 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 3,100
Change-3,100 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 3,096
Change-3,096 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 3,063
Change-3,063 (-100%)
Value—
Talisman Wealth Advisors LLC
N/A
Shares— from 3,050
Change-3,050 (-100%)
Value—
FreeGulliver LLC
N/A
Shares— from 3,047
Change-3,047 (-100%)
Value—
Members Trust Co
N/A
Shares— from 3,044
Change-3,044 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 3,018
Change-3,018 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 3,012
Change-3,012 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 3,008
Change-3,008 (-100%)
Value—
Cutler Capital Management, LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Blue Edge Capital, LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
AR Asset Management Inc
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Riverview Capital Advisers, LLC
N/A
Shares— from 2,966
Change-2,966 (-100%)
Value—
Stillwater Private Wealth, LLC
N/A
Shares— from 2,942
Change-2,942 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 2,919
Change-2,919 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 2,913
Change-2,913 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 2,904
Change-2,904 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 2,901
Change-2,901 (-100%)
Value—
MorganRosel Wealth Management, LLC
N/A
Shares— from 2,900
Change-2,900 (-100%)
Value—
M. Kulyk & Associates, LLC
N/A
Shares— from 2,891
Change-2,891 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 2,887
Change-2,887 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 2,835
Change-2,835 (-100%)
Value—
Rowlandmiller & Partners.adv
N/A
Shares— from 2,831
Change-2,831 (-100%)
Value—
HTG Investment Advisors, Inc.
N/A
Shares— from 2,823
Change-2,823 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 2,806
Change-2,806 (-100%)
Value—
Black Swift Group, LLC
N/A
Shares— from 2,800
Change-2,800 (-100%)
Value—
Estabrook Capital Management
N/A
Shares— from 2,792
Change-2,792 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 2,783
Change-2,783 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 2,777
Change-2,777 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 2,774
Change-2,774 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 2,765
Change-2,765 (-100%)
Value—
Northeast Planning Associates, Inc. / NH /
N/A
Shares— from 2,756
Change-2,756 (-100%)
Value—
Bristol John W & Co Inc
N/A
Shares— from 2,744
Change-2,744 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 2,728
Change-2,728 (-100%)
Value—
Gardner Russo & Quinn LLC
N/A
Shares— from 2,715
Change-2,715 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 2,712
Change-2,712 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 2,708
Change-2,708 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 2,692
Change-2,692 (-100%)
Value—
Atlas Wealth LLC
N/A
Shares— from 2,687
Change-2,687 (-100%)
Value—
Ehrenkranz Partners L.P.
N/A
Shares— from 2,674
Change-2,674 (-100%)
Value—
Taylor Hoffman Capital Management LLC
N/A
Shares— from 2,644
Change-2,644 (-100%)
Value—
Riverstone Advisors, LLC
N/A
Shares— from 2,640
Change-2,640 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 2,626
Change-2,626 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 2,620
Change-2,620 (-100%)
Value—
Atom Investors LP
N/A
Shares— from 2,619
Change-2,619 (-100%)
Value—
AlphaGrep UK Ltd
N/A
Shares— from 2,590
Change-2,590 (-100%)
Value—
Fullerton Fund Management Co Ltd.
N/A
Shares— from 2,579
Change-2,579 (-100%)
Value—
Caerus Investment Advisors, LLC
N/A
Shares— from 2,576
Change-2,576 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 2,570
Change-2,570 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 2,567
Change-2,567 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 2,562
Change-2,562 (-100%)
Value—
1776 Wealth LLC
N/A
Shares— from 2,549
Change-2,549 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 2,538
Change-2,538 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 2,533
Change-2,533 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 2,522
Change-2,522 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 2,522
Change-2,522 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 2,507
Change-2,507 (-100%)
Value—
Serenus Wealth Advisors, LLC
N/A
Shares— from 2,501
Change-2,501 (-100%)
Value—
Palogic Value Management, L.P.
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Parvin Asset Management, LLC
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Invst, LLC
N/A
Shares— from 2,497
Change-2,497 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 2,495
Change-2,495 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 2,490
Change-2,490 (-100%)
Value—
Granite Harbor Advisors, Inc.
N/A
Shares— from 2,487
Change-2,487 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 2,474
Change-2,474 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 2,469
Change-2,469 (-100%)
Value—
Ironvine Capital Partners, LLC
N/A
Shares— from 2,459
Change-2,459 (-100%)
Value—
Core Alternative Capital
N/A
Shares— from 2,456
Change-2,456 (-100%)
Value—
S&CO Inc
N/A
Shares— from 2,445
Change-2,445 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 2,424
Change-2,424 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 2,421
Change-2,421 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 2,418
Change-2,418 (-100%)
Value—
Stembrook Asset Management, LLC
N/A
Shares— from 2,404
Change-2,404 (-100%)
Value—
Marietta Investment Partners LLC
N/A
Shares— from 2,400
Change-2,400 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 2,396
Change-2,396 (-100%)
Value—
Palisades Hudson Asset Management, L.P.
N/A
Shares— from 2,385
Change-2,385 (-100%)
Value—
Buckley Wealth Management, LLC
N/A
Shares— from 2,379
Change-2,379 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 2,372
Change-2,372 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 2,366
Change-2,366 (-100%)
Value—
Rodgers Brothers Inc.
N/A
Shares— from 2,364
Change-2,364 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 2,359
Change-2,359 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 2,344
Change-2,344 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 2,340
Change-2,340 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 2,339
Change-2,339 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 2,323
Change-2,323 (-100%)
Value—
Tandem Financial, LLC
N/A
Shares— from 2,318
Change-2,318 (-100%)
Value—
Caxton Associates LLP
N/A
Shares— from 2,318
Change-2,318 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 2,314
Change-2,314 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 2,305
Change-2,305 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 2,304
Change-2,304 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 2,298
Change-2,298 (-100%)
Value—
Sharpepoint LLC
N/A
Shares— from 2,276
Change-2,276 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 2,266
Change-2,266 (-100%)
Value—
Hemenway Trust Co LLC
N/A
Shares— from 2,266
Change-2,266 (-100%)
Value—
Seldon Capital LP
N/A
Shares— from 2,265
Change-2,265 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 2,262
Change-2,262 (-100%)
Value—
Alexander Labrunerie & Co., Inc.
N/A
Shares— from 2,261
Change-2,261 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 2,254
Change-2,254 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 2,248
Change-2,248 (-100%)
Value—
Clifford Group, LLC
N/A
Shares— from 2,235
Change-2,235 (-100%)
Value—
CBM Financial, LLC
N/A
Shares— from 2,220
Change-2,220 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 2,220
Change-2,220 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 2,207
Change-2,207 (-100%)
Value—
LWM Advisory Services, LLC
N/A
Shares— from 2,205
Change-2,205 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 2,174
Change-2,174 (-100%)
Value—
Pine Harbor Wealth Management, LLC
N/A
Shares— from 2,145
Change-2,145 (-100%)
Value—
Legacy Wealth Advisors, LLC
N/A
Shares— from 2,143
Change-2,143 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 2,136
Change-2,136 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 2,134
Change-2,134 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 2,129
Change-2,129 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 2,101
Change-2,101 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 2,092
Change-2,092 (-100%)
Value—
Rather & Kittrell, Inc.
N/A
Shares— from 2,083
Change-2,083 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 2,075
Change-2,075 (-100%)
Value—
Palisade Capital Management, LP
N/A
Shares— from 2,073
Change-2,073 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 2,071
Change-2,071 (-100%)
Value—
Quarry LP
N/A
Shares— from 2,060
Change-2,060 (-100%)
Value—
Tumwater Wealth Management, LLC
N/A
Shares— from 2,057
Change-2,057 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 2,036
Change-2,036 (-100%)
Value—
Athena Investment Management
N/A
Shares— from 2,028
Change-2,028 (-100%)
Value—
Sandro Wealth Management LLC
N/A
Shares— from 2,023
Change-2,023 (-100%)
Value—
Broadleaf Partners, LLC
N/A
Shares— from 2,018
Change-2,018 (-100%)
Value—
Valtrion Capital Management, LLC
N/A
Shares— from 2,004
Change-2,004 (-100%)
Value—
Pinnacle Holdings, LLC
N/A
Shares— from 2,001
Change-2,001 (-100%)
Value—
One68 Global Capital, LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Wilmar Advisors LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Clarkston Capital Partners, LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Sharp Wealth Advisory, LLC
N/A
Shares— from 1,996
Change-1,996 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 1,968
Change-1,968 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 1,959
Change-1,959 (-100%)
Value—
Mcintyre Freedman & Flynn Investment Advisers Inc
N/A
Shares— from 1,957
Change-1,957 (-100%)
Value—
Cauble & Harre Wealth Management, Inc.
N/A
Shares— from 1,954
Change-1,954 (-100%)
Value—
Spwm Advisors LLC
N/A
Shares— from 1,954
Change-1,954 (-100%)
Value—
Northstar Financial Companies, Inc.
N/A
Shares— from 1,952
Change-1,952 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 1,951
Change-1,951 (-100%)
Value—
Chatterton & Associates Inc.
N/A
Shares— from 1,947
Change-1,947 (-100%)
Value—
Iron Gate Global Advisors LLC
N/A
Shares— from 1,944
Change-1,944 (-100%)
Value—
Wealth Watch Advisors, Inc
N/A
Shares— from 1,943
Change-1,943 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 1,942
Change-1,942 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 1,941
Change-1,941 (-100%)
Value—
MA Private Wealth
N/A
Shares— from 1,919
Change-1,919 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 1,918
Change-1,918 (-100%)
Value—
Royal Capital Wealth Management, LLC
N/A
Shares— from 1,908
Change-1,908 (-100%)
Value—
Ruggiero Investments, Inc.
N/A
Shares— from 1,907
Change-1,907 (-100%)
Value—
Alpine Woods Capital Investors, LLC
N/A
Shares— from 1,900
Change-1,900 (-100%)
Value—
Capital & Planning, LLC
N/A
Shares— from 1,895
Change-1,895 (-100%)
Value—
Independent Family Office, LLC
N/A
Shares— from 1,884
Change-1,884 (-100%)
Value—
Adapt Wealth Advisors, LLC
N/A
Shares— from 1,861
Change-1,861 (-100%)
Value—
Golden Road Advisors LLC
N/A
Shares— from 1,860
Change-1,860 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 1,854
Change-1,854 (-100%)
Value—
Osterweis Capital Management Inc
N/A
Shares— from 1,845
Change-1,845 (-100%)
Value—
Affinity Investment Advisors, LLC
N/A
Shares— from 1,829
Change-1,829 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 1,819
Change-1,819 (-100%)
Value—
JMN Financial LLC
N/A
Shares— from 1,817
Change-1,817 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 1,817
Change-1,817 (-100%)
Value—
Seven Springs Wealth Group, LLC
N/A
Shares— from 1,811
Change-1,811 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 1,809
Change-1,809 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 1,801
Change-1,801 (-100%)
Value—
First Dallas Securities Inc.
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
Tranquilli Financial Advisor LLC
N/A
Shares— from 1,797
Change-1,797 (-100%)
Value—
UP Strategic Wealth Investment Advisors LLC
N/A
Shares— from 1,787
Change-1,787 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 1,779
Change-1,779 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 1,776
Change-1,776 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 1,772
Change-1,772 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 1,763
Change-1,763 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 1,759
Change-1,759 (-100%)
Value—
Gambit Capital Management, LLC
N/A
Shares— from 1,740
Change-1,740 (-100%)
Value—
Maxele Advisors, LLC
N/A
Shares— from 1,738
Change-1,738 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 1,736
Change-1,736 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 1,735
Change-1,735 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 1,727
Change-1,727 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 1,723
Change-1,723 (-100%)
Value—
Callahan Advisors, LLC
N/A
Shares— from 1,704
Change-1,704 (-100%)
Value—
Silver Coast Investments LLC
N/A
Shares— from 1,702
Change-1,702 (-100%)
Value—
iSAM Funds (UK) Ltd
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 1,697
Change-1,697 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 1,680
Change-1,680 (-100%)
Value—
Easterly Investment Partners LLC
N/A
Shares— from 1,680
Change-1,680 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 1,678
Change-1,678 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 1,669
Change-1,669 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 1,663
Change-1,663 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 1,654
Change-1,654 (-100%)
Value—
Widmann Financial Services, Inc.
N/A
Shares— from 1,650
Change-1,650 (-100%)
Value—
Markin Volterra Fund LP
N/A
Shares— from 1,649
Change-1,649 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 1,641
Change-1,641 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 1,637
Change-1,637 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 1,637
Change-1,637 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 1,636
Change-1,636 (-100%)
Value—
Evergreen Wealth Partners LLC
N/A
Shares— from 1,635
Change-1,635 (-100%)
Value—
Northwest Quadrant Wealth Management, LLC
N/A
Shares— from 1,628
Change-1,628 (-100%)
Value—
FFT Wealth Management LLC
N/A
Shares— from 1,611
Change-1,611 (-100%)
Value—
Omnia Family Wealth, LLC
N/A
Shares— from 1,608
Change-1,608 (-100%)
Value—
Alpha Financial Partners LLC
N/A
Shares— from 1,606
Change-1,606 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 1,603
Change-1,603 (-100%)
Value—
Piedmont Capital Management, LLC
N/A
Shares— from 1,599
Change-1,599 (-100%)
Value—
Alpine Global Management, LLC
N/A
Shares— from 1,599
Change-1,599 (-100%)
Value—
Somerville Kurt F
N/A
Shares— from 1,598
Change-1,598 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 1,570
Change-1,570 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 1,562
Change-1,562 (-100%)
Value—
American Trust
N/A
Shares— from 1,561
Change-1,561 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 1,558
Change-1,558 (-100%)
Value—
LeClair Wealth Partners LLC
N/A
Shares— from 1,538
Change-1,538 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 1,535
Change-1,535 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 1,534
Change-1,534 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 1,532
Change-1,532 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 1,518
Change-1,518 (-100%)
Value—
Aristotle Capital Management, LLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Campbell Deegan Wealth Management, LLC
N/A
Shares— from 1,487
Change-1,487 (-100%)
Value—
Port Capital LLC
N/A
Shares— from 1,483
Change-1,483 (-100%)
Value—
Hurricane Capital Advisors LLC
N/A
Shares— from 1,470
Change-1,470 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 1,468
Change-1,468 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 1,467
Change-1,467 (-100%)
Value—
Jupiter Asset Management LTD
N/A
Shares— from 1,465
Change-1,465 (-100%)
Value—
Rwwm, Inc.
N/A
Shares— from 1,460
Change-1,460 (-100%)
Value—
Reyl & Cie S.A.
N/A
Shares— from 1,458
Change-1,458 (-100%)
Value—
Intellus Advisors LLC
N/A
Shares— from 1,456
Change-1,456 (-100%)
Value—
Holistic Financial Partners
N/A
Shares— from 1,455
Change-1,455 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 1,450
Change-1,450 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 1,445
Change-1,445 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 1,419
Change-1,419 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 1,387
Change-1,387 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 1,380
Change-1,380 (-100%)
Value—
STG Securities, LLC
N/A
Shares— from 1,371
Change-1,371 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 1,370
Change-1,370 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 1,367
Change-1,367 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 1,350
Change-1,350 (-100%)
Value—
Concord Investment Counsel Inc.
N/A
Shares— from 1,318
Change-1,318 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 1,243
Change-1,243 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 1,233
Change-1,233 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 1,219
Change-1,219 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 1,199
Change-1,199 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 1,125
Change-1,125 (-100%)
Value—
Riverview Trust Co
N/A
Shares— from 1,082
Change-1,082 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 1,041
Change-1,041 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 1,020
Change-1,020 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 995
Change-995 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 983
Change-983 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 924
Change-924 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 891
Change-891 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 883
Change-883 (-100%)
Value—
S&T Bank
N/A
Shares— from 824
Change-824 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 815
Change-815 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 801
Change-801 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 800
Change-800 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 718
Change-718 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 711
Change-711 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 704
Change-704 (-100%)
Value—
Premier Financial Group
N/A
Shares— from 690
Change-690 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 685
Change-685 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 600
Change-600 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 600
Change-600 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 595
Change-595 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 569
Change-569 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 565
Change-565 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 561
Change-561 (-100%)
Value—
XY Capital Ltd
N/A
Shares— from 553
Change-553 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 553
Change-553 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 512
Change-512 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 504
Change-504 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 493
Change-493 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 480
Change-480 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 477
Change-477 (-100%)
Value—
Standard Family Office LLC
N/A
Shares— from 476
Change-476 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 456
Change-456 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 441
Change-441 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 435
Change-435 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 414
Change-414 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 406
Change-406 (-100%)
Value—
Tacita Capital Inc
N/A
Shares— from 405
Change-405 (-100%)
Value—
Accent Capital Management, LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Teachers Insurance & Annuity Association of America
N/A
Shares— from 358
Change-358 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 354
Change-354 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 338
Change-338 (-100%)
Value—
Heartland Advisors Inc
N/A
Shares— from 300
Change-300 (-100%)
Value—
BLI - Banque de Luxembourg Investments
N/A
Shares— from 300
Change-300 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 290
Change-290 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 279
Change-279 (-100%)
Value—
Broadwater Capital Management LLC
N/A
Shares— from 261
Change-261 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 257
Change-257 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 229
Change-229 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 225
Change-225 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 218
Change-218 (-100%)
Value—
Dixon Mitchell Investment Counsel Inc.
N/A
Shares— from 211
Change-211 (-100%)
Value—
NCP Inc.
N/A
Shares— from 200
Change-200 (-100%)
Value—
Persistent Asset Partners Ltd
N/A
Shares— from 197
Change-197 (-100%)
Value—
Bellevue Group AG
N/A
Shares— from 191
Change-191 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 190
Change-190 (-100%)
Value—
Contrarius Group Holdings Ltd
N/A
Shares— from 186
Change-186 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 181
Change-181 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 175
Change-175 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 154
Change-154 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 149
Change-149 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 141
Change-141 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 128
Change-128 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 116
Change-116 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 106
Change-106 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 106
Change-106 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 99
Change-99 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 90
Change-90 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 89
Change-89 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 81
Change-81 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 73
Change-73 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 72
Change-72 (-100%)
Value—
Volterra Technologies LP
N/A
Shares— from 69
Change-69 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 68
Change-68 (-100%)
Value—
Turim 21 Investimentos Ltda.
N/A
Shares— from 63
Change-63 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 62
Change-62 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 58
Change-58 (-100%)
Value—
Longfellow Investment Management Co LLC
N/A
Shares— from 44
Change-44 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 28
Change-28 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 15
Change-15 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
Berkshire Capital Holdings Inc
N/A
Shares— from 10
Change-10 (-100%)
Value—
CSS LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Ross\johnson & Associates LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
IQ EQ Fund Management (Singapore) Private Ltd
N/A
Shares— from 1
Change-1 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Geode Capital Management, LLC
INCREASED40,394,95039,248,959+1,145,991+3%$5.7B$5.5B-$199.2M2026-11-06
Amundi
INCREASED14,766,3859,878,184+4,888,201+49%$1.4B$2.0B+$579.8M2026-11-06
Fisher Asset Management, LLC
INCREASED13,670,98213,261,451+409,531+3%$1.9B$1.9B-$66.4M2026-11-06
Bank of New York Mellon Corp
DECREASED12,967,23113,046,266-79,035-1%$1.9B$1.8B-$131.5M2026-11-05
Dimensional Fund Advisors LP
DECREASED8,892,1208,911,911-19,7910%$1.3B$1.2B-$85.4M2026-11-04
Mirabaud Asset Management Ltd
INCREASED7,576,0008,876+7,567,124+85254%$1.3M$1.0M-$267.6K2026-11-09
Deutsche Bank Ag\
INCREASED6,890,4116,081,070+809,341+13%$891.2M$946.1M+$54.9M2026-11-06
Barclays PLC
INCREASED6,572,2896,244,069+328,220+5%$915.1M$902.4M-$12.7M2026-11-06
Bank of Montreal
INCREASED6,566,7654,058,532+2,508,233+62%$594.8M$901.6M+$306.8M2026-11-09
Citigroup Inc
INCREASED5,756,7354,913,178+843,557+17%$720.0M$790.4M+$70.4M2026-11-04
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED4,574,0364,267,854+306,182+7%$625.5M$628.0M+$2.6M2026-11-05
Daiwa Securities Group Inc.
INCREASED3,710,5451,732,173+1,978,372+114%$253.8M$509.5M+$255.6M2026-10-29
Sumitomo Mitsui Trust Group, Inc.
DECREASED3,583,7203,700,161-116,441-3%$542.3M$492.0M-$50.2M2026-10-29
PNC Financial Services Group, Inc.
DECREASED2,896,0962,975,704-79,608-3%$436.1M$397.6M-$38.5M2026-11-06
LPL Financial LLC
INCREASED2,834,8432,689,269+145,574+5%$394.1M$389.2M-$4.9M2026-11-06
Swedbank AB
DECREASED2,764,4913,476,321-711,830-20%$509.5M$379.6M-$129.9M2026-10-27
Principal Financial Group Inc
DECREASED1,848,9032,083,582-234,679-11%$305.3M$253.9M-$51.5M2026-11-02
KBC Group NV
INCREASED1,844,4771,263,341+581,136+46%$185.1M$253.2K-$184.9M2026-10-22
DekaBank Deutsche Girozentrale
INCREASED1,580,0901,360,638+219,452+16%$193.8K$217.8K+$24.0K2026-10-27
US Bancorp \de\
DECREASED1,438,0741,549,498-111,424-7%$227.1M$197.4M-$29.6M2026-11-05
Eurizon Capital SGR S.p.A.
INCREASED1,340,154849,344+490,810+58%$124.8M$184.3M+$59.5M2026-11-06
Danske Bank A/S
INCREASED1,303,8391,288,461+15,378+1%$188.8M$179.0M-$9.8M2026-11-09
Russell Investments Group, Ltd.
DECREASED1,300,9941,408,564-107,570-8%$206.9M$178.7M-$28.1M2026-11-06
Acadian Asset Management LLC
INCREASED1,296,925659,240+637,685+97%$96.6M$178.0K-$96.4M2026-11-09
King Luther Capital Management Corp
DECREASED1,294,0891,473,692-179,603-12%$216.0M$177.7M-$38.3M2026-11-05
Creative Planning
INCREASED1,275,0071,126,280+148,727+13%$165.1M$175.1M+$10.0M2026-11-02
New York State Teachers Retirement System
DECREASED1,250,1401,283,395-33,255-3%$188.1M$171.6K-$187.9M2026-10-22
Fort Washington Investment Advisors Inc
DECREASED1,233,3631,251,246-17,883-1%$183.4M$169.3M-$14.0M2026-10-15
Truist Financial Corp
DECREASED1,187,7021,808,312-620,610-34%$265.0M$163.1M-$101.9M2026-10-30
Fifth Third Bancorp
DECREASED1,174,0961,340,565-166,469-12%$196.5M$161.2M-$35.3M2026-11-05
Keybank National Association
DECREASED1,164,8171,213,445-48,628-4%$177.8M$159.9M-$17.9M2026-11-04
Alecta Tjanstepension Omsesidigt
UNCHANGED1,035,0001,035,00000%$151.8M$142.1M-$9.7M2026-11-02
WT Asset Management Ltd
NEW1,026,065—+1,026,065——$140.9M—2026-10-28
LSV Asset Management
INCREASED1,025,72719,129+1,006,598+5262%$2.8M$140.8K-$2.7M2026-11-06
PFA Pension, Forsikringsaktieselskab
DECREASED982,479998,810-16,331-2%$146.4M$134.9M-$11.5M2026-11-06
OFI Invest Asset Management
INCREASED903,986441,275+462,711+105%$56.8M$109.4M+$52.7M2026-11-06
Assenagon Asset Management S.A.
DECREASED860,7011,718,790-858,089-50%$251.9M$118.2M-$133.7M2026-10-15
Nordea Investment Management AB
INCREASED853,906575,578+278,328+48%$83.4M$117.0M+$33.6M2026-11-09
Imc-Chicago, LLC
INCREASED827,473461,563+365,910+79%$67.6M$113.6M+$46.0M2026-11-05
Mirova US LLC
INCREASED812,601429,354+383,247+89%$62.9M$111.6M+$48.6M2026-11-05
Pictet Asset Management Holding SA
DECREASED785,4311,037,646-252,215-24%$152.1M$107.8M-$44.2M2026-11-03
Asset Management One Co., Ltd.
DECREASED773,336781,350-8,014-1%$114.5M$106.2M-$8.3M2026-10-27
Wealth Enhancement Advisory Services, LLC
INCREASED745,528694,940+50,588+7%$71.4M$75.5M+$4.1M2026-10-13
Phoenix Financial Ltd.
INCREASED745,433218,225+527,208+242%$32.0M$102.4M+$70.4M2026-11-09
Cardano Risk Management B.V.
INCREASED710,008512,981+197,027+38%$75.2K$97.5K+$22.3K2026-10-20
Mirae Asset Global Investments Co., Ltd.
INCREASED704,633638,674+65,959+10%$93.6M$96.7M+$3.1M2026-11-03
Aberdeen Group plc
DECREASED695,2311,933,638-1,238,407-64%$283.4M$56.8M-$226.6M2026-11-06
Harel Insurance Investments & Financial Services Ltd.
INCREASED684,688591,063+93,625+16%$86.6M$94.0K-$86.5M2026-11-02
Bank Julius Baer & Co. Ltd, Zurich
INCREASED676,936660,576+16,360+2%$96.9M$93.0M-$3.9M2026-10-29
Retirement Systems of Alabama
INCREASED666,318500,181+166,137+33%$73.3M$91.5M+$18.2M2026-11-04
Handelsbanken Fonder AB
DECREASED666,096744,934-78,838-11%$109.2K$91.5K-$17.7K2026-11-09
Commonwealth Equity Services, LLC
DECREASED662,294708,534-46,240-7%$103.8M$90.9M-$12.9M2026-11-02
MacKenzie Financial Corp
INCREASED634,466601,893+32,573+5%$88.2M$87.1M-$1.1M2026-11-02
Calamos Advisors LLC
INCREASED626,179432,846+193,333+45%$63.4M$86.0M+$22.5M2026-11-02
Meitav Investment House LTD
INCREASED619,275486,268+133,007+27%$71.3M$85.0M+$13.8M2026-10-28
Nykredit A/S
INCREASED611,708595,411+16,297+3%$87.3M$84.0M-$3.3M2026-11-06
Simplex Trading, LLC
INCREASED586,290567,292+18,998+3%$83.1M$80.5M-$2.6M2026-11-04
Sound Shore Management Inc
INCREASED567,046454,708+112,338+25%$66.6M$77.9M+$11.2M2026-11-06
Focused Investors LLC
INCREASED566,350557,750+8,600+2%$81.7M$77.8M-$4.0M2026-10-30
State of New Jersey Common Pension Fund D
DECREASED558,780558,886-1060%$81.9M$76.7M-$5.2M2026-11-05
Allspring Global Investments Holdings, LLC
DECREASED551,142553,858-2,7160%$78.9M$76.1M-$2.8M2026-11-04
Nisa Investment Advisors, LLC
DECREASED549,666563,849-14,183-3%$82.6M$75.5M-$7.2M2026-10-20
Lansforsakringar Fondforvaltning AB (publ)
INCREASED544,012528,538+15,474+3%$77.5M$74.7M-$2.8M2026-11-09
Vontobel Holding Ltd.
INCREASED540,320355,093+185,227+52%$52.0M$74.2M+$22.1M2026-10-16
Xponance LLC
INCREASED503,247481,306+21,941+5%$70.5M$69.1M-$1.4M2026-11-03
Czech National Bank
INCREASED496,577482,993+13,584+3%$70.8M$68.2M-$2.6M2026-10-13
Achmea Investment Management B.V.
INCREASED488,54897,185+391,363+403%$14.2M$67.1M+$52.9M2026-10-30
Arizona State Retirement System
INCREASED484,499478,829+5,670+1%$70.2M$66.5M-$3.7M2026-11-03
Intech Investment Management LLC
INCREASED464,644312,087+152,557+49%$45.7M$63.8M+$18.1M2026-11-09
CIBC Asset Management Inc
INCREASED459,786454,530+5,256+1%$66.6M$63.1M-$3.5M2026-11-05
Migdal Insurance & Financial Holdings Ltd.
INCREASED458,638456,718+1,920+0%$66.9M$63.0M-$4.0M2026-11-09
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED448,835471,142-22,307-5%$69.0M$61.6M-$7.4M2026-10-15
Swiss Life Asset Management Ltd
DECREASED440,203542,366-102,163-19%$79.5M$60.4M-$19.0M2026-11-03
Parnassus Investments, LLC
DECREASED439,1702,075,391-1,636,221-79%$304.1M$60.3M-$243.9M2026-10-22
State of Michigan Retirement System
DECREASED434,232434,432-2000%$63.7M$59.6M-$4.0M2026-10-27
ZWJ Investment Counsel Inc
INCREASED421,765395,996+25,769+7%$58.0M$57.9M-$124.9K2026-10-15
IFM Investors Pty Ltd
INCREASED408,753396,701+12,052+3%$58.1M$56.1M-$2.0M2026-10-14
Caledonia Investments PLC
INCREASED408,100373,100+35,000+9%$54.7M$56.0M+$1.3M2026-10-13
Generate Investment Management Ltd
INCREASED407,314146,295+261,019+178%$21.4M$55.9M+$34.5M2026-10-14
SEB Asset Management AB
INCREASED403,590388,985+14,605+4%$57.0M$55.4M-$1.6M2026-11-04
Kestra Advisory Services, LLC
INCREASED399,825376,303+23,522+6%$55.1M$54.9M-$251.1K2026-11-02
ProShare Advisors LLC
INCREASED392,227359,102+33,125+9%$52.6M$53.9M+$1.2M2026-10-29
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED381,837374,792+7,045+2%$54.9M$52.4M-$2.5M2026-11-03
Vest Financial, LLC
INCREASED379,321226,669+152,652+67%$33.2M$52.1M+$18.9M2026-10-21
Allworth Financial LP
INCREASED351,932330,446+21,486+7%$48.4M$51.6M+$3.1M2026-11-06
Thrivent Financial for Lutherans
INCREASED350,467137,505+212,962+155%$20.2M$48.1K-$20.1M2026-11-05
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED340,598319,909+20,689+6%$46.9M$46.8M-$118.6K2026-10-20
PensionDanmark Pensionsforsikringsaktieselskab
INCREASED337,591313,584+24,007+8%$46.0M$46.4M+$395.5K2026-10-19
Amalgamated Bank
DECREASED336,160339,671-3,511-1%$49.8M$46.2K-$49.7M2026-10-23
Robeco Institutional Asset Management B.V.
INCREASED334,647324,222+10,425+3%$47.5M$45.9M-$1.6M2026-10-20
Exchange Traded Concepts, LLC
INCREASED333,867242,385+91,482+38%$35.5M$45.8M+$10.3M2026-10-28
UniSuper Management Pty Ltd
INCREASED318,669298,340+20,329+7%$43.7M$43.8M+$31.5K2026-10-26
Neos Investment Management LLC
INCREASED317,085275,413+41,672+15%$40.4M$43.5M+$3.2M2026-11-04
Gateway Investment Advisers LLC
INCREASED314,430300,339+14,091+5%$44.0M$43.2M-$843.5K2026-10-13
Rakuten Investment Management, Inc.
INCREASED310,207279,196+31,011+11%$41.3M$42.7M+$1.5M2026-10-30
Glenview Trust Co
INCREASED308,890305,415+3,475+1%$44.8M$42.4M-$2.3M2026-10-28
Leonteq Securities AG
INCREASED297,537175,388+122,149+70%$25.7M$40.9M+$15.1M2026-10-29
Henshaw Capital LLC
DECREASED295,418295,419-10%$43.3M$40.6M-$2.7M2026-11-03
TD Waterhouse Canada Inc.
DECREASED288,668370,371-81,703-22%$52.9M$39.9M-$13.0M2026-10-16
Crossmark Global Holdings, Inc.
INCREASED288,483276,434+12,049+4%$40.5M$39.6M-$902.7K2026-10-21
Cullen T Bankers, Inc.
DECREASED287,313303,361-16,048-5%$44.5M$39.4M-$5.0M2026-10-28
Cambridge Investment Research Advisors, Inc.
DECREASED285,351325,612-40,261-12%$47.7M$39.2K-$47.7M2026-11-02
Danica Pension, Livsforsikringsaktieselskab
DECREASED284,035299,155-15,120-5%$43.8M$39.0M-$4.8M2026-11-09
Mn Services Vermogensbeheer B.V.
DECREASED283,433502,850-219,417-44%$73.7M$38.9K-$73.7M2026-10-08
ShankerValleau Wealth Advisors, Inc.
DECREASED283,412316,425-33,013-10%$46.4M$38.9M-$7.5M2026-10-16
Strs Ohio
DECREASED282,911433,372-150,461-35%$63.5M$38.8M-$24.7M2026-10-30
Elyxium Wealth, LLC
DECREASED281,563281,797-2340%$41.3M$38.7M-$2.6M2026-10-27
Minneapolis Portfolio Management Group, LLC
INCREASED272,822266,730+6,092+2%$39.1M$37.5M-$1.6M2026-11-09
Douglas Lane & Associates, LLC
DECREASED270,248298,762-28,514-10%$43.8M$37.1M-$6.7M2026-10-09
Lido Advisors, LLC
DECREASED268,205279,865-11,660-4%$41.0M$36.8M-$4.2M2026-11-04
OP Asset Management Ltd
INCREASED261,261192,436+68,825+36%$28.2M$35.9M+$7.7M2026-11-05
LBP AM SA
DECREASED253,594326,165-72,571-22%$47.8M$34.8M-$13.0M2026-11-06
Police & Firemen's Retirement System of New Jersey
DECREASED252,524256,816-4,292-2%$37.6M$34.7M-$3.0M2026-11-09
BI Asset Management Fondsmaeglerselskab A/S
INCREASED247,153206,749+40,404+20%$30.3M$33.9K-$30.3M2026-10-22
Florida Trust Wealth Management Co
DECREASED245,428263,146-17,718-7%$38.6M$33.7M-$4.9M2026-11-05
New York Life Investment Management LLC
INCREASED240,938237,124+3,814+2%$34.8M$33.1M-$1.7M2026-11-04
Pinnacle Associates LTD
INCREASED238,348226,542+11,806+5%$33.2M$32.7M-$474.5K2026-10-20
Ethic Inc.
INCREASED236,100235,570+530+0%$34.5M$32.4M-$2.1M2026-11-03
Marathon Asset Management Ltd
DECREASED234,632237,250-2,618-1%$34.8M$32.2M-$2.6M2026-10-26
Antipodes Partners Ltd
NEW231,707—+231,707——$31.8M—2026-11-05
Clifford Swan Investment Counsel LLC
DECREASED229,659234,843-5,184-2%$34.4M$31.5M-$2.9M2026-11-05
Arga Investment Management, LP
NEW223,610—+223,610——$30.7M—2026-10-30
Perpetual Ltd
INCREASED220,33117,232+203,099+1179%$2.5M$30.3M+$27.7M2026-10-13
Farmers & Merchants Investments Inc
INCREASED212,500211,699+801+0%$31.0M$29.2M-$1.8M2026-10-22
Oregon Public Employees Retirement Fund
INCREASED212,472208,614+3,858+2%$30.6M$29.2M-$1.4M2026-10-30
Baker Avenue Asset Management, LP
INCREASED209,077177,121+31,956+18%$26.0M$28.7M+$2.7M2026-11-06
HB Wealth Management, LLC
INCREASED208,506197,825+10,681+5%$29.0M$28.6M-$363.5K2026-10-23
Regions Financial Corp
DECREASED204,343248,385-44,042-18%$36.4M$28.1M-$8.3M2026-11-05
ASR Vermogensbeheer N.V.
INCREASED201,992164,896+37,096+23%$24.2M$27.7M+$3.6M2026-10-16
Vaughan David Investments LLC
DECREASED201,673211,696-10,023-5%$31.0M$27.7K-$31.0M2026-11-05
Busey Bank
DECREASED201,634204,960-3,326-2%$30.0M$27.7M-$2.4M2026-10-26
Boston Trust Walden Corp
DECREASED199,288327,287-127,999-39%$48.0M$27.4M-$20.6M2026-10-30
Wealthfront Advisers LLC
DECREASED198,916221,822-22,906-10%$32.5M$27.3M-$5.2M2026-11-09
Franklin Street Advisors Inc
INCREASED198,351161,489+36,862+23%$23.7M$27.2M+$3.6M2026-10-13
PBU - The Pension Fund of Early Childhood & Youth Educators
INCREASED196,436163,247+33,189+20%$23.9M$27.0M+$3.0M2026-11-06
State of Alaska, Department of Revenue
DECREASED196,058198,604-2,546-1%$29.1M$26.9K-$29.1M2026-10-15
Bessemer Group Inc
INCREASED193,39098,498+94,892+96%$14.4M$26.6K-$14.4M2026-11-09
NorthCrest Asset Manangement, LLC
INCREASED189,054182,682+6,372+3%$26.3M$25.7M-$693.7K2026-10-13
Atria Investments, Inc
DECREASED186,779187,567-7880%$27.5M$25.6M-$1.8M2026-10-15
Savant Capital, LLC
DECREASED180,131185,040-4,909-3%$27.2M$24.7M-$2.4M2026-11-06
Chilton Capital Management LLC
DECREASED179,766182,183-2,417-1%$26.7M$24.7M-$2.0M2026-10-28
Kanawha Capital Management LLC
DECREASED178,272178,555-2830%$26.2M$24.5M-$1.7M2026-10-19
Applied Finance Capital Management, LLC
INCREASED177,612164,825+12,787+8%$24.2M$24.4M+$230.6K2026-11-03
Mutual of America Capital Management LLC
INCREASED177,310175,608+1,702+1%$25.7M$24.3M-$1.4M2026-10-23
Crestwood Advisors Group, LLC
DECREASED176,644182,471-5,827-3%$26.7M$24.3M-$2.5M2026-10-27
Yousif Capital Management, LLC
INCREASED176,192172,605+3,587+2%$25.3M$24.2M-$1.1M2026-10-22
Dana Investment Advisors, Inc.
INCREASED174,842173,543+1,299+1%$25.4M$24.0M-$1.4M2026-11-06
Sterling Capital Management LLC
DECREASED174,773226,081-51,308-23%$33.1M$24.0M-$9.1M2026-10-22
Comgest Global Investors S.A.S.
DECREASED173,034209,205-36,171-17%$30.7M$23.8M-$6.9M2026-11-09
Palisade Asset Management, LLC
DECREASED172,289173,929-1,640-1%$25.5M$23.7M-$1.8M2026-11-03
Mizuho Securities USA LLC
INCREASED165,927102,513+63,414+62%$15.1M$21.0M+$6.0M2026-11-09
Diversify Advisory Services, LLC
DECREASED165,922166,642-7200%$20.0M$22.3M+$2.3M2026-10-20
Diversify Wealth Management, LLC
DECREASED165,922166,642-7200%$20.0M$22.3M+$2.3M2026-10-20
Godsey & Gibb, Inc
INCREASED161,638147,306+14,332+10%$21.6M$22.2M+$605.2K2026-10-14
Assetmark, Inc
INCREASED160,558155,313+5,245+3%$22.8M$22.0M-$716.4K2026-10-21
Violich Capital Management, Inc.
DECREASED158,203177,303-19,100-11%$26.0M$21.7M-$4.3M2026-10-05
Waters Parkerson & Co., LLC
DECREASED156,273160,293-4,020-3%$23.5M$21.5M-$2.0M2026-11-04
AMF Tjanstepension AB
UNCHANGED155,318155,31800%$22.8M$21.3M-$1.4M2026-10-22
Candriam S.C.A.
INCREASED153,603150,207+3,396+2%$22.0M$21.2M-$824.9K2026-11-03
Howland Capital Management LLC
DECREASED152,747177,635-24,888-14%$26.0M$21.0M-$5.1M2026-10-22
ABN Amro Investment Solutions
DECREASED152,402238,527-86,125-36%$35.0M$20.9M-$14.0M2026-10-21
JLB & Associates Inc
DECREASED152,220152,841-6210%$22.4M$22.3M-$91.0K2026-10-27
Mirae Asset Securities (USA) Inc.
INCREASED150,15650,180+99,976+199%$7.4M$20.6M+$13.3M2026-10-15
Valley Wealth Managers, Inc.
INCREASED147,787140,506+7,281+5%$20.6M$20.3M-$300.0K2026-10-09
Brookstone Capital Management
INCREASED147,225146,491+734+1%$21.5M$20.2M-$1.3M2026-10-22
Citizens Financial Group Inc
DECREASED146,367154,372-8,005-5%$22.6M$20.1M-$2.5M2026-10-23
Chesley Taft & Associates LLC
DECREASED146,265147,204-939-1%$21.6M$20.1M-$1.5M2026-10-13
Concurrent Investment Advisors, LLC
DECREASED145,942174,482-28,540-16%$25.6M$20.0M-$5.5M2026-10-16
B. Metzler seel. Sohn & Co. AG
DECREASED145,571162,568-16,997-10%$23.8M$20.0M-$3.8M2026-10-30
Krane Funds Advisors LLC
INCREASED145,26879,506+65,762+83%$11.7M$19.9M+$8.3M2026-11-09
Merit Financial Group, LLC
INCREASED143,569113,663+29,906+26%$16.7M$19.7M+$3.1M2026-11-06
Schaper Benz & Wise Investment Counsel Inc
DECREASED140,800142,136-1,336-1%$20.8M$19.3M-$1.5M2026-10-09
CenterBook Partners LP
INCREASED140,6228,865+131,757+1486%$1.3M$19.3M+$18.0M2026-11-02
Davenport & Co LLC
INCREASED139,869139,325+544+0%$20.4M$19.2M-$1.2M2026-10-14
Vise Technologies, Inc.
DECREASED137,453145,215-7,762-5%$21.3M$18.9M-$2.4M2026-10-29
Daymark Wealth Partners, LLC
DECREASED136,574137,328-754-1%$20.1M$18.8M-$1.4M2026-11-04
Factory Mutual Insurance Co
DECREASED135,356135,606-2500%$19.9M$18.6M-$1.3M2026-10-30
Gulf International Bank (UK) Ltd
UNCHANGED134,290134,29000%$19.7M$18.4K-$19.7M2026-10-20
Brighton Jones LLC
INCREASED133,24097,196+36,044+37%$14.2M$18.3M+$4.0M2026-11-03
D.A. Davidson & Co.
DECREASED132,759135,686-2,927-2%$19.9M$18.2M-$1.7M2026-10-28
J. Safra Sarasin Holding AG
INCREASED132,23476,325+55,909+73%$11.2M$18.3M+$7.1M2026-10-26
Farther Finance Advisors, LLC
INCREASED132,055128,149+3,906+3%$18.8M$18.1M-$652.4K2026-10-08
iA Global Asset Management Inc.
NEW130,847—+130,847——$18.0K—2026-10-29
Analyst IMS Investment Management Services Ltd.
INCREASED128,188124,838+3,350+3%$18.3M$17.6K-$18.3M2026-11-05
NLB Skladi, upravljanje premozenja, d.o.o.
DECREASED127,890133,574-5,684-4%$19.6M$17.6M-$2.0M2026-10-22
Evergreen Capital Management LLC
INCREASED125,48495,018+30,466+32%$13.9M$17.2M+$3.3M2026-10-23
Mountain Hill Investment Partners Corp.
INCREASED125,40352,148+73,255+140%$7.6M$17.2M+$9.6M2026-10-23
Capital Investment Services of America, Inc.
DECREASED124,554172,062-47,508-28%$25.2M$17.1M-$8.1M2026-11-02
Kestra Private Wealth Services, LLC
INCREASED124,457109,258+15,199+14%$16.0M$17.1M+$1.1M2026-11-06
Mogy Joel R Investment Counsel Inc
DECREASED123,911124,961-1,050-1%$18.3M$17.0M-$1.3M2026-10-13
Clearstead Advisors, LLC
DECREASED123,396124,028-632-1%$18.2M$16.9M-$1.2M2026-11-06
Cyndeo Wealth Partners, LLC
INCREASED122,932117,650+5,282+4%$17.2M$16.9M-$363.1K2026-10-16
Lowe Brockenbrough & Co Inc
DECREASED121,905123,386-1,481-1%$18.1M$16.7M-$1.3M2026-11-09
Prospera Financial Services Inc
INCREASED121,838107,060+14,778+14%$15.7M$15.9M+$235.2K2026-11-04
Avanza Fonder AB
INCREASED121,470107,987+13,483+12%$15.8M$16.7M+$852.3K2026-10-13
Welch & Forbes LLC
DECREASED119,585121,788-2,203-2%$17.8M$16.4M-$1.4M2026-11-04
Freestone Capital Holdings, LLC
DECREASED119,040122,449-3,409-3%$17.9M$16.3M-$1.6M2026-11-09
Apollon Wealth Management, LLC
INCREASED118,77285,852+32,920+38%$12.6M$16.3M+$3.7M2026-10-23
Mesirow Financial Investment Management, Inc.
INCREASED118,393117,822+571+0%$17.3M$16.3M-$1.0M2026-11-05
SouthState Bank Corp
DECREASED118,000162,414-44,414-27%$23.8M$16.2M-$7.6M2026-11-09
Marco Investment Management LLC
INCREASED117,475116,324+1,151+1%$17.0M$16.1M-$918.0K2026-11-09
Natixis
DECREASED116,7711,874,488-1,757,717-94%$274.7M$16.0M-$258.7M2026-11-06
Neville Rodie & Shaw Inc
DECREASED114,441159,714-45,273-28%$23.4K$15.7K-$7.7K2026-10-05
Badgley Phelps Wealth Managers, LLC
DECREASED113,585116,576-2,991-3%$17.1M$15.6M-$1.5M2026-10-22
Trust Co of Toledo NA
DECREASED113,468114,140-672-1%$16.7M$15.6M-$1.1M2026-10-16
Richard C. Young & Co., Ltd.
DECREASED111,849113,452-1,603-1%$16.6M$15.4M-$1.3M2026-11-04
Fisher Funds Management LTD
UNCHANGED110,066110,06600%$16.1M$15.1M-$1.0M2026-10-13
Maxi Investments CY Ltd
NEW108,677—+108,677——$14.9K—2026-10-26
F&V Capital Management, LLC
INCREASED106,71774,770+31,947+43%$11.0M$14.7K-$10.9M2026-10-19
Woodstock Corp
DECREASED106,302107,223-921-1%$15.7M$14.6M-$1.1M2026-10-13
Venture Visionary Partners LLC
INCREASED105,16898,367+6,801+7%$14.4M$14.4M+$23.9K2026-10-07
Carret Asset Management, LLC
DECREASED105,105105,769-664-1%$15.5M$14.4M-$1.1M2026-11-04
Kenora Financial, LLC
DECREASED104,838105,398-560-1%$15.4M$14.4M-$1.1M2026-10-20
Maryland State Retirement & Pension System
INCREASED104,81692,472+12,344+13%$13.6M$14.4M+$839.5K2026-11-05
Fidelity National Financial, Inc.
UNCHANGED104,000104,00000%$15.2M$14.3M-$962.0K2026-11-06
First Citizens Bank & Trust Co
INCREASED103,19293,028+10,164+11%$13.6M$14.2M+$535.0K2026-10-14
SP Asset Management LLC
DECREASED102,434104,249-1,815-2%$15.3M$14.1M-$1.2M2026-11-05
Generali Powszechne Towarzystwo Emerytalne
UNCHANGED100,000100,00000%$14.7M$13.7M-$925.0K2026-11-06
Oppenheimer & Co Inc
INCREASED98,61086,637+11,973+14%$12.7M$13.5M+$842.5K2026-10-26
Sierra Summit Advisors LLC
INCREASED98,4542,125+96,329+4533%$311.4K$13.5M+$13.2M2026-10-28
Lountzis Asset Management, LLC
INCREASED98,13692,336+5,800+6%$13.5M$13.5M-$57.8K2026-10-30
Eastern Bank
DECREASED97,559281,261-183,702-65%$41.2M$13.4M-$27.8M2026-10-05
Axxion S.A.
INCREASED96,56894,585+1,983+2%$13.9M$13.3M-$560.6K2026-10-22
Bryn Mawr Trust Advisors, LLC
DECREASED95,68396,745-1,062-1%$14.2M$13.1M-$1.0M2026-11-04
AGF Management LTD
DECREASED95,19198,342-3,151-3%$14.4M$13.1M-$1.3M2026-11-03
Raiffeisen Bank International AG
DECREASED94,68999,558-4,869-5%$14.7M$13.0M-$1.7M2026-10-28
CX Institutional
INCREASED93,87615,908+77,968+490%$2.3K$12.9K+$10.6K2026-10-02
Knights of Columbus Asset Advisors LLC
INCREASED93,67174,074+19,597+26%$10.9M$12.9M+$2.0M2026-11-05
North Star Investment Management Corp.
DECREASED93,05993,321-2620%$13.7M$12.8M-$899.2K2026-10-27
Hartford Investment Management Co
DECREASED92,49593,785-1,290-1%$13.7M$12.7M-$1.0M2026-11-04
Chicago Capital, LLC
INCREASED92,15492,133+21+0%$13.5M$12.7M-$849.3K2026-10-13
Modera Wealth Management, LLC
DECREASED91,59096,055-4,465-5%$14.1M$12.6M-$1.5M2026-10-28
Coldstream Capital Management Inc
DECREASED88,82690,740-1,914-2%$13.3M$12.2M-$1.1M2026-11-09
Welch Group, LLC
INCREASED87,50779,270+8,237+10%$11.6M$12.0M+$397.7K2026-10-29
Bokf, NA
INCREASED86,97581,637+5,338+7%$12.0M$11.9M-$22.2K2026-10-27
Parcion Private Wealth LLC
INCREASED86,34561,005+25,340+42%$8.9M$11.9M+$2.9M2026-10-28
Inspire Trust Co, N.A.
INCREASED86,00070,000+16,000+23%$10.3M$11.8M+$1.5M2026-11-05
Intact Investment Management Inc.
INCREASED85,58042,900+42,680+99%$6.3M$11.8M+$5.5M2026-11-03
Louisiana State Employees Retirement System
DECREASED85,00086,700-1,700-2%$12.7M$11.7M-$1.0M2026-10-20
Picton Mahoney Asset Management
NEW84,935—+84,935——$11.7M—2026-11-09
Valeo Financial Advisors, LLC
INCREASED84,69280,686+4,006+5%$11.8M$11.6M-$196.3K2026-10-08
Neumann Capital Management, LLC
NEW84,458—+84,458——$11.6M—2026-10-15
Teamwork Financial Advisors, LLC
INCREASED84,43370,863+13,570+19%$10.4M$11.6M+$1.2M2026-10-19
New Mexico Educational Retirement Board
UNCHANGED84,39084,39000%$12.4M$11.6K-$12.4M2026-11-05
Culbertson A N & Co Inc
DECREASED84,32092,830-8,510-9%$13.6M$11.6M-$2.0M2026-10-21
Cullinan Associates Inc
INCREASED84,04680,480+3,566+4%$11.8M$11.5M-$254.9K2026-11-03
Adell Harriman & Carpenter Inc
DECREASED83,81690,314-6,498-7%$13.2M$11.5M-$1.7M2026-11-02
Mission Wealth Management, LP
DECREASED82,940110,951-28,011-25%$16.3M$11.4M-$4.9M2026-10-15
Ag2r LA Mondiale Gestion D'actifs
INCREASED81,11575,726+5,389+7%$11.1M$11.1M+$39.4K2026-10-26
Parsons Capital Management Inc
DECREASED80,79792,882-12,085-13%$13.6M$11.1M-$2.5M2026-10-28
Calamos Wealth Management LLC
INCREASED80,59135,155+45,436+129%$5.2M$11.1M+$5.9M2026-11-02
Burney Co/
DECREASED80,19480,432-2380%$11.8M$11.0M-$776.7K2026-10-15
Third View Private Wealth, LLC
DECREASED80,04981,709-1,660-2%$12.0M$11.0M-$983.6K2026-10-30
ProVise Management Group, LLC
DECREASED79,76482,184-2,420-3%$12.0M$11.0M-$1.1M2026-11-06
HUB Investment Partners, LLC
INCREASED79,19777,754+1,443+2%$11.4M$10.9M-$521.1K2026-11-03
LEE Danner & Bass Inc
INCREASED78,60666,943+11,663+17%$9.8M$10.8M+$982.1K2026-10-27
Wilmington Savings Fund Society, FSB
DECREASED78,37281,671-3,299-4%$12.0M$10.8M-$1.2M2026-10-23
Matthew Goff Investment Advisor, LLC
DECREASED78,34978,758-409-1%$11.5M$10.8M-$784.7K2026-10-13
Aware Super Pty Ltd as trustee of Aware Super
DECREASED77,23680,236-3,000-4%$11.8M$10.6M-$1.2M2026-10-30
CapWealth Advisors, LLC
DECREASED77,13483,144-6,010-7%$12.2M$10.6M-$1.6M2026-10-05
Pioneer Trust Bank N A
INCREASED76,06274,912+1,150+2%$11.0M$10.4M-$535.0K2026-11-06
Choreo, LLC
DECREASED76,05982,043-5,984-7%$12.0M$10.4M-$1.6M2026-10-28
Nordwand Advisors, LLC
DECREASED75,86775,911-440%$11.1M$10.4M-$708.2K2026-11-05
Argent Trust Co
DECREASED75,73286,827-11,095-13%$12.7M$10.4M-$2.3M2026-11-09
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED75,52252,606+22,916+44%$7.7M$10.4M+$2.7M2026-10-27
M&G Plc
INCREASED75,23334,611+40,622+117%$5.1M$10.3M+$5.2M2026-11-04
Squarepoint Ops LLC
DECREASED75,150850,810-775,660-91%$124.7M$10.3M-$114.4M2026-11-09
Adams Diversified Equity Fund, Inc.
UNCHANGED74,70074,70000%$10.9M$10.3M-$691.0K2026-10-21
Cardinal Point Capital Management ULC
INCREASED74,35870,256+4,102+6%$10.3M$10.2M-$86.6K2026-10-21
Cohen Capital Management, Inc.
DECREASED73,71373,913-2000%$10.8M$10.1M-$711.2K2026-10-14
Cohen Klingenstein LLC
UNCHANGED72,70072,70000%$10.7M$10.0M-$672.5K2026-10-15
UMB Bank, n.a.
DECREASED72,68295,228-22,546-24%$14.0M$10.0M-$4.0M2026-11-06
Wedbush Securities Inc
DECREASED71,89271,995-1030%$10.6M$9.9K-$10.5M2026-10-22
Huntleigh Advisors, Inc.
INCREASED71,73565,085+6,650+10%$9.5M$9.8M+$311.0K2026-11-03
Park Avenue Securities LLC
INCREASED71,45268,326+3,126+5%$10.0M$9.8K-$10.0M2026-10-26
Smithfield Trust Co
DECREASED71,44471,965-521-1%$10.5M$9.8K-$10.5M2026-11-09
Prime Capital Investment Advisors, LLC
INCREASED71,08454,187+16,897+31%$7.9M$9.8M+$1.8M2026-10-20
Williams Jones Wealth Management, Llc.
DECREASED70,31485,334-15,020-18%$12.5M$9.7M-$2.9M2026-11-05
Nfsg Corp
INCREASED69,79859,029+10,769+18%$8.7M$9.6M+$932.6K2026-10-15
Geneos Wealth Management Inc.
INCREASED69,14522,610+46,535+206%$3.3M$9.5M+$6.2M2026-11-09
Segment Wealth Management, LLC
INCREASED68,16045,622+22,538+49%$6.7M$9.4M+$2.7M2026-10-26
Wedmont Private Capital
INCREASED67,37765,076+2,301+4%$9.2M$9.1M-$9.9K2026-10-09
Tokio Marine Asset Management Co LTD
INCREASED67,30164,268+3,033+5%$9.4M$9.2M-$178.0K2026-10-26
Wolverine Asset Management LLC
INCREASED67,26925,192+42,077+167%$3.7M$9.2M+$5.5M2026-11-02
Ritholtz Wealth Management
DECREASED67,21267,260-480%$9.9M$9.2M-$628.8K2026-11-05
Capital Investment Advisors, LLC
DECREASED66,99269,701-2,709-4%$10.2M$9.2M-$1.0M2026-10-22
Parallel Advisors, LLC
DECREASED66,22469,644-3,420-5%$10.2M$9.1M-$1.1M2026-11-03
Long Road Investment Counsel, LLC
INCREASED65,65865,589+69+0%$9.6M$9.0M-$597.2K2026-11-04
Compagnie Lombard Odier SCmA
INCREASED65,14463,832+1,312+2%$9.4M$8.9M-$410.3K2026-11-04
Generali Asset Management SPA SGR
DECREASED65,14265,771-629-1%$9.6M$8.9M-$694.7K2026-10-26
Quadrant Capital Group LLC
DECREASED64,84174,410-9,569-13%$10.9M$9.3M-$1.6M2026-10-20
Alta Capital Management LLC/
INCREASED64,79057,341+7,449+13%$8.4M$8.9M+$492.3K2026-10-26
KMG Fiduciary Partners, LLC
DECREASED64,72465,350-626-1%$9.6M$8.9M-$690.4K2026-10-14
Smith Shellnut Wilson LLC
UNCHANGED64,24664,24600%$9.4M$8.8M-$594.3K2026-10-21
Rayburn West Financial Services LLC
INCREASED64,12435,693+28,431+80%$5.5M$8.8M+$3.3M2026-11-03
Canandaigua National Bank & Trust Co
DECREASED63,82069,110-5,290-8%$10.1M$8.8M-$1.4M2026-10-07
Heritage Trust Co
DECREASED63,43064,623-1,193-2%$9.5M$8.7M-$761.5K2026-11-09
Union Bancaire Privee, UBP SA
DECREASED63,335236,753-173,418-73%$73.9M$42.9M-$31.0M2026-11-04
Great Lakes Advisors, LLC
DECREASED63,076183,415-120,339-66%$26.9M$8.7M-$18.2M2026-11-06
E. Ohman J:or Asset Management AB
INCREASED62,70261,052+1,650+3%$8.9M$8.6M-$338.2K2026-10-22
Hantz Financial Services, Inc.
DECREASED62,54677,294-14,748-19%$11.3M$8.6K-$11.3M2026-11-09
Rockline Wealth Management, LLC
INCREASED61,55461,080+474+1%$9.0M$8.5M-$499.9K2026-10-26
CWA Asset Management Group, LLC
DECREASED60,91863,039-2,121-3%$9.2M$8.4M-$874.3K2026-10-19
Hourglass Capital, LLC
INCREASED60,67853,756+6,922+13%$7.9M$8.3M+$453.1K2026-10-26
Spring Capital Management, LLC
INCREASED60,24659,137+1,109+2%$8.7M$8.3M-$394.8K2026-10-09
Sawyer & Company, Inc
DECREASED60,03761,033-996-2%$8.9M$8.2M-$701.3K2026-10-21
Greenleaf Trust
INCREASED59,85958,101+1,758+3%$8.5M$8.2M-$296.1K2026-10-29
Vantage Investment Partners, LLC
INCREASED59,69656,250+3,446+6%$8.2M$8.2M-$47.2K2026-10-27
Fulcrum Asset Management LLP
INCREASED59,6938,497+51,196+603%$1.3M$8.2M+$7.0M2026-11-04
First National Trust Co
DECREASED59,39463,598-4,204-7%$9.3M$8.2M-$1.2M2026-10-28
J.W. Cole Advisors, Inc.
INCREASED59,03550,122+8,913+18%$7.3M$8.1M+$760.2K2026-11-05
Courier Capital LLC
DECREASED58,91659,675-759-1%$8.7M$8.1M-$656.2K2026-10-19
YHB Investment Advisors, Inc.
DECREASED58,85962,632-3,773-6%$9.2M$8.1M-$1.1M2026-10-08
Wesbanco Bank Inc
DECREASED58,72291,143-32,421-36%$13.4M$8.1M-$5.3M2026-11-04
Torrey Growth & Income Advisors
INCREASED58,40053,400+5,000+9%$7.8M$8.0M+$206.6K2026-11-04
Principle Wealth Partners LLC
DECREASED58,35158,580-2290%$8.6M$8.0M-$573.3K2026-11-02
Churchill Financial Advisors, LLC
INCREASED58,17757,913+264+0%$8.5M$8.0M-$499.4K2026-10-20
Copeland Capital Management, LLC
DECREASED58,06960,209-2,140-4%$8.8M$8.0M-$850.7K2026-10-13
Zevenbergen Capital Investments LLC
DECREASED57,89065,365-7,475-11%$9.6M$7.9M-$1.6M2026-10-08
Nemes Rush Group LLC
INCREASED57,88455,485+2,399+4%$8.1M$7.9M-$183.8K2026-11-04
Elevation Point Wealth Partners, LLC
INCREASED57,55545,728+11,827+26%$6.7M$7.9M+$1.2M2026-11-05
First National Bank of Mount Dora, Trust Investment Services
INCREASED57,28046,753+10,527+23%$6.9M$7.9M+$1.0M2026-10-21
AlTi Global, Inc.
DECREASED57,22863,559-6,331-10%$9.3M$7.9M-$1.5M2026-11-09
IFP Advisors, Inc
INCREASED56,91753,490+3,427+6%$7.8M$7.8M-$24.3K2026-10-16
Seven Post Investment Office LP
UNCHANGED56,72256,72200%$8.3M$7.8M-$524.7K2026-10-26
Verdence Capital Advisors LLC
INCREASED56,52652,675+3,851+7%$7.7M$7.8M+$41.5K2026-10-26
Oppenheimer Asset Management Inc.
DECREASED56,516132,715-76,199-57%$19.4M$7.8M-$11.7M2026-10-27
EagleClaw Capital Managment, LLC
DECREASED56,40058,457-2,057-4%$8.6M$7.7M-$823.2K2026-11-06
Naples Global Advisors, LLC
INCREASED56,14855,067+1,081+2%$8.1M$7.7M-$361.0K2026-11-05
Simplicity Wealth,LLC
INCREASED55,51250,546+4,966+10%$7.4M$7.6M+$214.4K2026-10-23
MGO One Seven LLC
INCREASED55,32054,467+853+2%$8.0M$7.6M-$386.7K2026-10-28
Mechanics Bank Trust Department
DECREASED54,27655,404-1,128-2%$8.1M$7.5M-$667.4K2026-10-13
Pine Valley Investments Ltd Liability Co
DECREASED53,73764,003-10,266-16%$9.4M$7.4M-$2.0M2026-11-09
Chicago Partners Investment Group LLC
INCREASED53,65945,004+8,655+19%$5.4M$6.8M+$1.4M2026-10-27
Thompson Siegel & Walmsley LLC
DECREASED53,48456,431-2,947-5%$8.3M$7.3K-$8.3M2026-11-05
Signaturefd, LLC
DECREASED53,33153,487-1560%$7.8M$7.3M-$516.3K2026-10-23
Equitable Trust Co
DECREASED53,01772,739-19,722-27%$10.7M$7.3M-$3.4M2026-10-13
SS&H Financial Advisors, Inc.
INCREASED52,88052,590+290+1%$7.7M$7.3K-$7.7M2026-10-28
North Dakota State Investment Board
INCREASED52,49550,056+2,439+5%$7.3M$7.2M-$128.1K2026-10-27
AlphaCore Capital LLC
INCREASED51,90440,913+10,991+27%$6.0M$7.1M+$1.1M2026-11-04
WealthBridge Investment Counsel Inc.
DECREASED51,84552,745-900-2%$7.7K$7.1K-$6122026-10-13
Sicart Associates LLC
INCREASED50,90648,560+2,346+5%$7.1M$6.5M-$588.8K2026-10-29
Griffin Asset Management, Inc.
INCREASED50,37950,212+167+0%$7.4M$6.9M-$441.5K2026-10-22
GHP Investment Advisors, Inc.
DECREASED50,27187,236-36,965-42%$12.8M$6.9M-$5.9M2026-10-15
Romano Brothers and Company
INCREASED49,51945,219+4,300+10%$6.6M$6.8M+$172.1K2026-10-22
SVB Wealth LLC
INCREASED49,29247,901+1,391+3%$7.0M$6.8M-$252.1K2026-11-06
Fulton Bank, N.A.
INCREASED49,18847,092+2,096+4%$6.9M$6.8M-$147.8K2026-10-14
Gamma Investing LLC
DECREASED49,15052,263-3,113-6%$7.7M$6.7M-$910.8K2026-10-08
Trust Co of Vermont
INCREASED48,97246,643+2,329+5%$6.8M$6.7M-$111.7K2026-10-21
Forvis Mazars Wealth Advisors, LLC
DECREASED48,78450,249-1,465-3%$7.4M$6.7M-$665.9K2026-10-13
Toth Financial Advisory Corp
DECREASED47,45850,327-2,869-6%$7.4M$6.5M-$859.5K2026-10-08
Clear Harbor Asset Management, LLC
INCREASED47,20828,505+18,703+66%$4.2M$6.5M+$2.3M2026-11-05
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
INCREASED47,00637,728+9,278+25%$5.5M$6.5M+$924.9K2026-10-22
Capelight Capital Asset Management LP
NEW47,000—+47,000——$6.5M—2026-10-23
Virginia Retirement Systems ET Al
DECREASED46,967232,487-185,520-80%$34.1M$6.4M-$27.6M2026-10-28
AGP Franklin, LLC
INCREASED46,73845,262+1,476+3%$6.6M$6.4M-$216.0K2026-11-04
William Blair Investment Management, LLC
DECREASED46,39848,578-2,180-4%$7.1M$6.4M-$748.8K2026-11-06
NBT Bank, N.A.
DECREASED46,18347,383-1,200-3%$6.9M$6.3M-$603.1K2026-10-21
VestGen Advisors, LLC
INCREASED45,62442,289+3,335+8%$6.2M$6.3M+$66.7K2026-10-27
WealthPlan Investment Management, LLC
DECREASED45,48545,841-356-1%$6.7M$6.2M-$472.9K2026-10-15
Confluence Wealth Services, Inc.
INCREASED45,26835,762+9,506+27%$5.2M$6.2M+$974.3K2026-11-05
Securian Asset Management, Inc
DECREASED44,89345,077-1840%$5.7M$6.2M+$465.6K2026-11-06
Axxcess Wealth Management, LLC
DECREASED44,78853,526-8,738-16%$7.8M$6.1M-$1.7M2026-10-21
West Branch Capital LLC
INCREASED43,97543,013+962+2%$6.3M$6.0M-$265.9K2026-10-20
Profund Advisors LLC
DECREASED43,86046,875-3,015-6%$6.9M$6.0M-$847.6K2026-10-29
Addison Capital Co
DECREASED43,80848,579-4,771-10%$7.1M$6.0M-$1.1M2026-11-09
Avior Wealth Management, LLC
DECREASED43,79252,166-8,374-16%$7.6M$6.0M-$1.6M2026-10-13
Sitrin Capital Management LLC
DECREASED43,56943,890-321-1%$6.4M$6.0M-$450.1K2026-10-19
Bill Few Associates, Inc.
DECREASED43,31044,387-1,077-2%$6.5M$5.9M-$558.5K2026-10-09
Thompson Investment Management, Inc.
DECREASED43,09743,640-543-1%$6.4M$5.9M-$478.2K2026-10-14
Soltis Investment Advisors LLC
INCREASED42,79235,449+7,343+21%$5.2M$5.9M+$680.3K2026-10-28
Meridian Wealth Management, LLC
DECREASED42,23645,548-3,312-7%$6.7M$5.8M-$876.0K2026-11-05
First American Bank
UNCHANGED42,23242,23200%$6.2M$5.8M-$390.6K2026-10-27
Nightview Capital, LLC
UNCHANGED42,11742,11700%$6.2M$5.8M-$389.6K2026-10-20
Oak Asset Management, LLC
DECREASED42,01442,264-250-1%$6.2M$5.8M-$425.3K2026-10-13
JB Capital LLC
NEW42,009—+42,009——$5.8M—2026-10-19
Robertson Stephens Wealth Management, LLC
INCREASED41,17640,483+693+2%$5.9M$5.7M-$279.2K2026-10-16
AMG National Trust Bank
INCREASED40,82139,014+1,807+5%$5.7M$5.6M-$112.7K2026-11-05
Americana Partners, LLC
DECREASED40,67141,747-1,076-3%$6.1M$5.6M-$533.9K2026-10-28
Diversified Trust Co
INCREASED40,62035,842+4,778+13%$5.3M$5.6M+$324.5K2026-11-06
Unicom Systems, Inc.
UNCHANGED40,00040,00000%$5.9M$5.5M-$370.0K2026-10-13
Jones Kertz & Associates, Inc.
UNCHANGED39,96039,96000%$5.9M$5.5M-$369.6K2026-10-28
Marietta Wealth Management, LLC
INCREASED39,79735,536+4,261+12%$5.2M$5.2M-$12.3K2026-10-22
StoneX Group Inc.
INCREASED39,7577,189+32,568+453%$1.1M$5.6M+$4.5M2026-11-03
Camden National Bank
DECREASED39,64071,335-31,695-44%$10.5M$5.4M-$5.0M2026-11-02
R.H. Dinel Investment Counsel, Inc.
UNCHANGED39,60039,60000%$5.8M$5.4M-$366.3K2026-10-14
Moors & Cabot, Inc.
DECREASED39,49940,597-1,098-3%$5.9M$5.4M-$526.3K2026-11-06
RFG Advisory, LLC
INCREASED39,28524,657+14,628+59%$3.6M$5.4M+$1.8M2026-11-03
Vanderbilt University
NEW38,886—+38,886——$5.3M—2026-11-02
N10 Wealth, LLC
DECREASED38,41239,916-1,504-4%$5.8M$5.3M-$575.7K2026-10-14
Central Trust Co
DECREASED38,29140,154-1,863-5%$5.9M$5.3M-$627.2K2026-11-05
Canada Post Corp Registered Pension Plan
DECREASED38,07642,076-4,000-10%$6.2M$5.2M-$919.7K2026-11-09
Kerusso Capital Management LLC
INCREASED38,05134,411+3,640+11%$5.0M$5.2M+$181.5K2026-10-27
Triglav Investments, D.O.O.
DECREASED37,90039,000-1,100-3%$5.7M$5.2M-$511.8K2026-11-06
Carnegie Investment Counsel
DECREASED37,77438,757-983-3%$5.7M$5.2M-$493.5K2026-10-20
Linscomb Wealth, Inc.
INCREASED37,56436,923+641+2%$5.4M$5.2M-$253.4K2026-11-05
Alps Advisors Inc
INCREASED37,54833,396+4,152+12%$4.9M$5.2M+$261.2K2026-11-03
Plato Investment Management Ltd
INCREASED37,54334,233+3,310+10%$5.0M$5.2M+$187.1K2026-11-05
Bdf-Gestion
DECREASED37,48142,235-4,754-11%$2.8M$5.1M+$2.4M2026-10-19
N10 Assets, LLC
DECREASED37,39739,312-1,915-5%$5.8M$5.1M-$626.6K2026-10-14
Lmcg Investments, LLC
DECREASED37,14241,890-4,748-11%$6.1M$5.1M-$1.0M2026-10-21
GPM Growth Investors, Inc.
DECREASED37,04837,488-440-1%$5.5M$5.1M-$407.2K2026-10-30
Ashurst Perkins Coie Trust Co
INCREASED36,91136,431+480+1%$5.3M$5.1M-$271.1K2026-10-15
Raub Brock Capital Management LP
DECREASED36,67960,789-24,110-40%$8.9M$5.0M-$3.9M2026-10-21
Masterinvest Kapitalanlage GmbH
DECREASED36,59248,132-11,540-24%$7.1M$5.0M-$2.0M2026-11-03
Nicollet Investment Management, Inc.
DECREASED36,36136,950-589-2%$5.4M$5.0K-$5.4M2026-10-14
Deuterium Capital Management, LLC
UNCHANGED36,00036,00000%$5.3M$4.9M-$333.0K2026-11-04
Manchester Capital Management LLC
DECREASED35,93236,197-265-1%$5.3M$4.9M-$371.2K2026-10-22
NovaPoint Capital, LLC
DECREASED35,86735,887-200%$5.3M$4.9M-$334.7K2026-10-22
Iowa State Bank
INCREASED35,79135,298+493+1%$5.2M$4.9M-$258.8K2026-10-06
Salem Investment Counselors Inc
INCREASED35,63135,462+169+0%$5.2M$4.9M-$304.8K2026-10-13
B. Riley Wealth Advisors, Inc.
INCREASED35,59934,390+1,209+4%$5.1M$4.9M-$193.7K2026-10-13
Perigon Wealth Management, LLC
DECREASED35,55440,148-4,594-11%$5.9M$4.9M-$1.0M2026-10-22
Gibbs Wealth Management
INCREASED35,50330,780+4,723+15%$4.5M$4.9M+$363.8K2026-10-22
Fifth Third Wealth Advisors LLC
DECREASED35,36456,518-21,154-37%$8.3M$4.9M-$3.4M2026-10-22
Tema Etfs LLC
INCREASED35,19134,424+767+2%$5.0M$4.8M-$213.1K2026-10-16
Means Investment Co., Inc.
INCREASED35,17834,439+739+2%$5.0M$4.8M-$217.1K2026-11-03
Independence Bank of Kentucky
INCREASED35,07734,161+916+3%$5.0M$4.8M-$190.2K2026-10-26
Vectors Research Management, LLC
DECREASED35,05735,202-1450%$5.2M$4.8M-$345.5K2026-11-09
Chicago Trust Co NA
INCREASED35,00132,468+2,533+8%$4.8M$4.8M+$47.5K2026-10-28
Harrington Investments, Inc
DECREASED34,82835,357-529-1%$5.2M$4.8M-$399.7K2026-10-14
OpenArc Corporate Advisory, LLC
DECREASED34,81935,960-1,141-3%$5.3M$4.8M-$489.3K2026-10-21
Ellerson Group Inc
DECREASED34,60435,371-767-2%$5.2M$4.4M-$816.9K2026-11-04
Trifecta Capital Advisors, LLC
INCREASED34,51833,833+685+2%$5.0M$4.7M-$218.9K2026-10-21
Lifelong Wealth Advisors, Inc.
INCREASED34,41534,407+8+0%$5.0M$4.7M-$317.2K2026-10-19
Bailard, Inc.
INCREASED34,23333,625+608+2%$4.9M$4.7M-$227.4K2026-10-13
Narwhal Capital Management
DECREASED34,21843,601-9,383-22%$6.4M$4.7M-$1.7M2026-11-04
Chatham Capital Group, Inc.
INCREASED34,17832,725+1,453+4%$4.8M$4.7M-$103.2K2026-10-16
Coastline Trust Co
DECREASED34,12637,703-3,577-9%$5.5M$4.7M-$839.9K2026-10-01
Alerus Financial NA
INCREASED33,59729,929+3,668+12%$4.4M$4.6M+$226.8K2026-11-09
Philadelphia Trust Co
INCREASED33,40617,431+15,975+92%$2.6M$4.6K-$2.6M2026-11-05
GC Wealth Management RIA, LLC
DECREASED33,27534,838-1,563-4%$5.1M$4.6M-$536.9K2026-11-02
Aurora Investment Managers, Llc.
INCREASED33,02429,016+4,008+14%$4.3K$4.5K+$2822026-10-15
Marks Group Wealth Management, Inc
DECREASED32,91133,279-368-1%$4.9M$4.5M-$358.3K2026-11-05
UG Investment Advisers Ltd.
DECREASED32,735186,831-154,096-82%$27.4M$4.5M-$22.9M2026-11-06
Farmers & Merchants Trust Co of Long Beach
DECREASED32,71633,298-582-2%$4.9M$4.5M-$387.9K2026-10-22
Capital City Trust Co
DECREASED32,65433,263-609-2%$4.9M$4.5M-$391.3K2026-10-22
Salomon & Ludwin, LLC
DECREASED32,24732,744-497-2%$4.7M$4.4M-$238.5K2026-10-29
Sepio Capital, LP
DECREASED32,02439,593-7,569-19%$5.8M$4.4M-$1.4M2026-10-22
Ascent Group, LLC
INCREASED31,89031,578+312+1%$4.6M$4.4M-$249.2K2026-10-30
Capital Investment Counsel, Inc
UNCHANGED31,83031,83000%$4.7M$4.4M-$294.4K2026-10-20
Two Point Capital Management, Inc.
DECREASED31,63732,353-716-2%$4.7M$4.3M-$397.7K2026-10-16
Spirit of America Management Corp
INCREASED31,47531,225+250+1%$4.6M$4.3M-$254.5K2026-10-14
KCM Investment Advisors LLC
INCREASED31,44826,471+4,977+19%$3.9M$4.3M+$438.5K2026-10-27
Independent Financial Group, LLC
INCREASED31,38029,150+2,230+8%$4.3M$4.3M+$36.4K2026-10-13
Portside Wealth Group, LLC
DECREASED31,34936,778-5,429-15%$5.4M$4.3M-$1.1M2026-10-20
Weaver Capital Management LLC
DECREASED31,33137,340-6,009-16%$5.5M$4.3M-$1.2M2026-10-15
Collar Capital Management, LLC
INCREASED31,2873,580+27,707+774%$524.6K$4.3M+$3.8M2026-10-28
Krilogy Financial LLC
INCREASED31,24118,290+12,951+71%$2.7M$4.3M+$1.6M2026-10-13
Old National Bancorp
DECREASED31,04062,907-31,867-51%$9.2M$4.3M-$5.0M2026-10-20
Leavell Investment Management, Inc.
DECREASED31,01932,515-1,496-5%$4.8M$4.3M-$506.2K2026-11-09
Griffith & Werner, Inc.
INCREASED30,99725,069+5,928+24%$3.7M$4.3M+$581.9K2026-11-04
Arrow Financial Corp
DECREASED30,85231,138-286-1%$4.6M$4.2M-$327.3K2026-10-26
Private Wealth Partners, LLC
DECREASED30,80748,794-17,987-37%$7.2M$4.2M-$2.9M2026-10-22
Great Valley Advisor Group, Inc.
INCREASED30,77727,303+3,474+13%$4.0M$4.2M+$224.4K2026-11-09
Bell & Brown Wealth Advisors, LLC
DECREASED30,58431,980-1,396-4%$4.7M$4.2M-$487.5K2026-10-16
First Nebraska Trust Co
UNCHANGED30,54230,54200%$4.5M$4.2M-$282.5K2026-10-30
First Fiduciary Investment Counsel, Inc.
INCREASED30,34030,249+91+0%$4.4M$4.2K-$4.4M2026-10-27
Matauro, LLC
INCREASED30,27823,360+6,918+30%$3.4M$4.2M+$733.7K2026-11-03
Kingswood Wealth Advisors, LLC
INCREASED29,95829,634+324+1%$4.3M$4.1M-$229.6K2026-10-23
Independent Investors Inc
UNCHANGED29,90029,90000%$4.4M$4.1M-$276.6K2026-10-30
Stenger Family Office, LLC
INCREASED29,84423,157+6,687+29%$3.4M$4.3M+$888.4K2026-10-22
Nations Financial Group Inc,
INCREASED29,78716,572+13,215+80%$2.4M$4.1M+$1.7M2026-11-05
Harbour Investments, Inc.
DECREASED29,73636,926-7,190-19%$5.4M$4.1M-$1.3M2026-11-09
Bochk Asset Management Ltd
DECREASED29,66839,848-10,180-26%$5.8M$4.1M-$1.8M2026-10-29
Impact Capital Partners LLC
DECREASED29,46729,523-560%$4.3M$4.0M-$280.7K2026-10-22
Sanders Morris Harris LLC
INCREASED29,2495,750+23,499+409%$842.7K$4.0M+$3.2M2026-10-14
RD Finance Ltd
INCREASED29,12014,940+14,180+95%$2.2M$4.0K-$2.2M2026-10-26
DCF Advisers, LLC
DECREASED29,00030,500-1,500-5%$4.5M$4.0M-$488.1K2026-11-04
Frank, Rimerman Advisors LLC
DECREASED28,61630,294-1,678-6%$4.4M$3.9M-$510.6K2026-10-16
Argonautica Private Wealth Management, Inc
INCREASED28,61028,181+429+2%$4.1M$3.9M-$201.8K2026-11-02
Cornerstone Advisors, LLC
DECREASED28,47193,903-65,432-70%$13.8M$3.9M-$9.9M2026-11-06
Fishman JAY A LTD
DECREASED28,26328,288-250%$4.1M$3.9M-$265.1K2026-10-26
Mcdonald Partners LLC
INCREASED28,21727,487+730+3%$4.0M$3.9M-$154.0K2026-11-03
Kintegral Advisory, LLC
INCREASED28,18928,030+159+1%$4.1M$3.9M-$237.4K2026-10-16
Tounjian Advisory Partners, LLC
INCREASED28,08823,173+4,915+21%$3.4M$3.9M+$460.6K2026-11-04
Hennion & Walsh Asset Management, Inc.
DECREASED27,67937,098-9,419-25%$5.4M$3.8M-$1.6M2026-10-13
Peterson Wealth Services
INCREASED27,66626,258+1,408+5%$3.8M$3.8M-$49.7K2026-10-26
Sigma Planning Corp
DECREASED27,43128,227-796-3%$4.1M$3.9M-$238.8K2026-10-23
Generali Investments, Management Co LLC
INCREASED27,37815,400+11,978+78%$2.3M$3.8M+$1.5M2026-10-19
Birch Hill Investment Advisors LLC
DECREASED27,28527,485-200-1%$4.0M$3.7M-$281.7K2026-10-16
GAM Holding AG
DECREASED27,28028,775-1,495-5%$4.2M$3.7M-$471.4K2026-11-03
Argyle Capital Management, LLC
INCREASED27,05526,800+255+1%$3.9M$3.7M-$212.9K2026-10-28
First Financial Bank - Trust Division
DECREASED26,97427,203-229-1%$4.0M$3.7M-$283.1K2026-10-01
SBI Securities Co., Ltd.
INCREASED26,92124,496+2,425+10%$3.6M$3.7M+$106.4K2026-10-22
Jacobi Capital Management LLC
INCREASED26,88725,538+1,349+5%$3.7M$3.7M-$51.0K2026-11-05
Midwest Trust Co
DECREASED26,75528,677-1,922-7%$4.2M$3.7M-$529.2K2026-10-22
Councilmark Asset Management, LLC
DECREASED26,65626,691-350%$3.9M$3.7M-$251.7K2026-10-20
Silvant Capital Management LLC
INCREASED26,60125,656+945+4%$3.8M$3.7M-$107.6K2026-11-09
EverSource Wealth Advisors, LLC
INCREASED26,13217,035+9,097+53%$2.5M$3.6M+$1.1M2026-11-04
Symphony Financial, Ltd. Co.
INCREASED26,06825,170+898+4%$3.7M$3.6M-$141.7K2026-10-22
Legacy Financial Advisors, Inc.
INCREASED26,03922,014+4,025+18%$3.2M$3.6M+$349.0K2026-11-09
Guardian Partners Inc.
INCREASED26,02325,907+116+0%$3.8M$3.6M-$223.7K2026-10-21
Sippican Capital Advisors
INCREASED26,01718,842+7,175+38%$2.8M$3.6M+$810.8K2026-10-23
Private Trust Co NA
DECREASED26,01528,092-2,077-7%$4.1M$3.6M-$545.0K2026-10-20
Breakwater Capital Group
DECREASED25,98427,679-1,695-6%$4.1M$3.6M-$488.8K2026-10-09
Ldic Inc.
DECREASED25,89029,428-3,538-12%$4.3M$3.6M-$758.0K2026-10-14
Capital Asset Advisory Services LLC
INCREASED25,8647,948+17,916+225%$1.2M$3.3M+$2.1M2026-10-30
Harbour Trust & Investment Management Co
DECREASED25,82128,217-2,396-8%$4.1M$3.5M-$590.0K2026-10-28
Sculati Wealth Management, LLC
INCREASED25,72425,666+58+0%$3.2M$3.5M+$289.8K2026-10-19
Delta Financial Advisors LLC
INCREASED25,63025,624+6+0%$3.8M$3.5M-$236.2K2026-10-27
Lummis Asset Management, LP
DECREASED25,54928,781-3,232-11%$4.1M$3.4M-$601.1K2026-11-09
Bahl & Gaynor LLC
DECREASED25,12929,833-4,704-16%$4.4M$3.5M-$921.8K2026-11-05
Jeppson Wealth Management, LLC
INCREASED25,03924,958+81+0%$3.7M$3.4M-$219.7K2026-10-20
Norway Savings Bank
DECREASED25,01327,169-2,156-8%$4.0M$3.4M-$547.3K2026-10-20
Purewater Capital LLC
INCREASED24,90724,662+245+1%$3.6M$3.4M-$194.5K2026-10-23
Allen Capital Group, LLC
DECREASED24,80125,376-575-2%$3.7M$3.4M-$313.7K2026-10-27
Financiere des Professionnels - Fonds d'investissement inc.
DECREASED24,76841,734-16,966-41%$6.1M$3.4M-$2.7M2026-11-03
Schnieders Capital Management, Llc.
DECREASED24,74330,121-5,378-18%$4.4M$3.4M-$1.0M2026-11-09
StoneCrest Wealth Management, Inc.
INCREASED24,70724,697+10+0%$3.6M$3.4M-$227.1K2026-11-03
Family Legacy, Inc.
INCREASED24,70224,359+343+1%$3.6M$3.4M-$178.2K2026-10-13
Meridian Investment Counsel Inc.
DECREASED24,63525,029-394-2%$3.7M$3.4M-$285.6K2026-10-14
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED24,44822,575+1,873+8%$3.3M$3.4K-$3.3M2026-10-14
Rakuten Securities, Inc.
INCREASED24,40812,915+11,493+89%$1.9M$3.4M+$1.5M2026-11-02
Smith Chas P & Associates PA Cpas
DECREASED24,31724,763-446-2%$3.6M$3.1M-$510.9K2026-10-22
Montag A & Associates Inc
DECREASED24,22224,908-686-3%$3.7M$3.3M-$324.6K2026-10-29
CoreCap Advisors, LLC
DECREASED24,18739,682-15,495-39%$5.8M$3.3M-$2.5M2026-10-08
Community Financial Services Group, LLC
DECREASED24,11330,476-6,363-21%$4.3M$3.3M-$1.0M2026-10-15
TCV Trust & Wealth Management, Inc.
DECREASED24,04024,113-730%$3.5M$3.3M-$233.1K2026-10-16
GFG Capital, LLC
INCREASED24,00920,511+3,498+17%$3.0M$3.3M+$290.6K2026-10-16
St. Louis Financial Planners Asset Management, LLC
NEW23,992—+23,992——$3.4M—2026-10-16
Uncommon Cents Investing Inc
INCREASED23,98623,790+196+1%$3.5M$3.3M-$193.1K2026-10-20
Ashton Thomas Private Wealth, LLC
DECREASED23,91927,316-3,397-12%$4.0M$3.3M-$719.1K2026-11-03
Fagan Associates, Inc.
DECREASED23,87324,183-310-1%$3.5M$3.3M-$266.3K2026-10-13
Delta Capital Management LLC
DECREASED23,69023,720-300%$3.5K$3.3K-$2232026-10-16
Blue Trust, Inc.
DECREASED23,68026,674-2,994-11%$3.9M$3.3M-$657.9K2026-10-15
Stonebridge Financial Group, LLC
INCREASED23,58721,058+2,529+12%$3.1M$3.2M+$152.5K2026-10-01
Sagespring Wealth Partners, LLC
DECREASED23,56824,824-1,256-5%$3.6M$3.2M-$402.2K2026-10-22
SevenBridge Financial Group, LLC
DECREASED23,52924,722-1,193-5%$3.6M$3.1M-$549.0K2026-10-26
Bell Bank
INCREASED23,49722,658+839+4%$3.3M$3.2M-$94.4K2026-10-21
180 Wealth Advisors, LLC
INCREASED23,44017,416+6,024+35%$2.6M$3.2M+$666.0K2026-11-03
City Holding Co
DECREASED23,23024,403-1,173-5%$3.6M$3.2M-$386.7K2026-10-19
McAdam, LLC
INCREASED23,18320,562+2,621+13%$3.0M$3.2M+$169.6K2026-10-21
Y.D. More Investments Ltd
INCREASED23,1022,951+20,151+683%$432.5K$3.2M+$2.7M2026-11-02
Beacon Financial Group
DECREASED23,06124,707-1,646-7%$3.6M$3.2M-$454.6K2026-10-19
Moody National Bank Trust Division
INCREASED23,03815,395+7,643+50%$2.3M$3.2M+$907.0K2026-10-06
Chickasaw Capital Management LLC
DECREASED22,95323,609-656-3%$3.5K$3.2M+$3.1M2026-10-08
Level Four Advisory Services, LLC
INCREASED22,80121,540+1,261+6%$3.2M$3.1M-$26.1K2026-11-06
Colonial River Investments, LLC
INCREASED22,80022,192+608+3%$3.3M$3.1M-$121.8K2026-10-19
Altura Wealth Advisors Inc.
INCREASED22,76419,775+2,989+15%$2.9M$3.1M+$227.6K2026-10-22
Little House Capital LLC
INCREASED22,70722,113+594+3%$3.2M$3.1M-$122.9K2026-11-06
DSG Capital Advisors, LLC
INCREASED22,67120,108+2,563+13%$2.6M$3.1M+$540.1K2026-11-05
Avantax Planning Partners, Inc.
INCREASED22,62522,604+21+0%$3.3M$3.1M-$206.1K2026-11-03
Mather Group, Llc.
DECREASED22,59123,643-1,052-4%$3.5M$3.1M-$363.1K2026-10-14
Warm Springs Advisors Inc.
INCREASED22,50017,500+5,000+29%$2.6M$3.1M+$524.6K2026-10-28
Fideuram Asset Management (Ireland) dac
DECREASED22,48434,443-11,959-35%$6.3M$3.2M-$3.1M2026-10-29
Provenance Wealth Advisors, LLC
INCREASED22,4331,721+20,712+1203%$252.2K$3.1M+$2.8M2026-10-30
Linden Thomas Advisory Services, LLC
INCREASED22,40922,069+340+2%$3.2M$3.1M-$157.5K2026-10-19
Pinnacle Wealth Management Advisory Group, LLC
INCREASED22,40420,230+2,174+11%$3.0M$3.1M+$111.5K2026-10-23
Citadel Investment Advisory, Inc.
INCREASED22,40022,366+34+0%$3.3M$3.1M-$202.0K2026-10-15
Avity Investment Management Inc.
DECREASED22,285181,835-159,550-88%$26.6M$3.1M-$23.6M2026-10-09
Midwest Professional Planners, Ltd.
DECREASED22,09622,912-816-4%$3.4M$3.0M-$324.1K2026-10-29
CRA Financial Services, LLC
INCREASED22,06417,871+4,193+23%$2.6M$3.0M+$410.4K2026-10-16
Signal Advisors Wealth, LLC
INCREASED22,0333,707+18,326+494%$543.2K$3.0M+$2.5M2026-10-13
Roffman Miller Associates Inc
DECREASED21,96824,306-2,338-10%$3.6M$3.0M-$545.8K2026-10-19
Quadrant Private Wealth Management, LLC
INCREASED21,93321,643+290+1%$3.2M$3.0M-$160.4K2026-11-04
Concentrum Wealth Management
INCREASED21,90821,767+141+1%$3.2M$3.0M-$181.9K2026-11-09
Investment Partners, Ltd.
INCREASED21,82415,372+6,452+42%$2.3M$3.0M+$743.7K2026-10-29
Asset Dedication, LLC
DECREASED21,68124,734-3,053-12%$3.6M$3.0M-$648.0K2026-11-03
Patriot Financial Group Insurance Agency, LLC
INCREASED21,64318,638+3,005+16%$2.7M$3.0M+$239.4K2026-10-14
M Holdings Securities, Inc.
INCREASED21,58320,119+1,464+7%$3.0K$2.6K-$4152026-11-03
Aaron Wealth Advisors LLC
DECREASED21,46123,414-1,953-8%$3.4M$2.9M-$484.7K2026-10-13
AXS Investments LLC
INCREASED21,45115,849+5,602+35%$2.3M$2.9M+$622.6K2026-11-04
Aspiriant, LLC
INCREASED21,44019,410+2,030+10%$2.8M$2.9M+$99.2K2026-10-16
Quattro Financial Advisors LLC
DECREASED21,36921,437-680%$3.1M$2.9M-$207.6K2026-10-15
Summit Global Investments
INCREASED21,2635,496+15,767+287%$806.0K$2.9K-$803.1K2026-10-28
Nadler Financial Group, Inc.
INCREASED21,10115,688+5,413+35%$2.3M$2.9M+$598.0K2026-10-23
Gilliland Jeter Wealth Management LLC
INCREASED21,06621,053+13+0%$3.1M$2.9M-$192.9K2026-10-28
Granite Investment Partners, LLC
DECREASED21,04322,470-1,427-6%$3.3M$2.9M-$403.7K2026-11-04
M.E. Allison & Co., Inc.
INCREASED21,03915,559+5,480+35%$2.3M$2.9M+$608.6K2026-10-09
Moneco Advisors, LLC
DECREASED21,02121,912-891-4%$3.2M$2.9M-$325.0K2026-11-05
Citizens Business Bank
DECREASED20,97521,301-326-2%$3.1M$2.9M-$241.8K2026-11-09
Joel Isaacson & Co., LLC
INCREASED20,97120,696+275+1%$3.0M$2.9M-$153.7K2026-11-05
Indiana Trust & Investment Management Co
DECREASED20,92521,449-524-2%$3.1M$2.9M-$270.3K2026-10-22
Sendero Wealth Management, LLC
DECREASED20,75622,760-2,004-9%$3.3M$2.8M-$485.7K2026-10-14
Caldwell Trust Co
DECREASED20,70133,114-12,413-37%$4.9M$2.8M-$2.0M2026-10-30
Alkeme Wealth, LLC
DECREASED20,65720,782-125-1%$3.0M$2.8M-$209.3K2026-10-08
Insight Inv LLC
INCREASED20,61417,084+3,530+21%$2.5M$2.8M+$326.6K2026-10-27
MCF Advisors LLC
INCREASED20,61220,411+201+1%$3.0M$2.8M-$161.2K2026-10-28
Bell Asset Management Ltd
DECREASED20,54624,675-4,129-17%$3.6M$2.8M-$795.2K2026-10-08
Abacus Wealth Partners, LLC
DECREASED20,49320,613-120-1%$3.0M$2.8M-$207.1K2026-11-03
MassMutual Private Wealth & Trust, FSB
DECREASED20,42522,334-1,909-9%$3.3M$2.8M-$468.7K2026-10-05
Covenant Asset Management, LLC
DECREASED20,42520,858-433-2%$3.1M$2.8M-$252.3K2026-10-14
Money Concepts Capital Corp
INCREASED20,40415,527+4,877+31%$2.3M$2.8M+$526.0K2026-11-06
Capstone Capital Management Ltd
DECREASED20,32152,266-31,945-61%$7.7M$2.8M-$4.9M2026-10-21
Parkside Financial Bank & Trust
DECREASED20,31021,405-1,095-5%$3.1M$2.8M-$348.4K2026-10-27
Fulcrum Wealth Advisors, LLC
INCREASED20,2964,749+15,547+327%$696.0K$2.8M+$2.1M2026-10-16
Secure Asset Management, LLC
INCREASED20,25918,561+1,698+9%$2.7M$2.8M+$61.4K2026-10-19
Flavin Financial Services, Inc.
INCREASED20,24118,455+1,786+10%$2.7M$2.8M+$74.5K2026-10-21
Fiduciary Family Office, LLC
INCREASED20,10119,922+179+1%$2.9M$2.8M-$159.8K2026-11-04
Belpointe Asset Management LLC
DECREASED20,07223,481-3,409-15%$3.4M$2.8M-$685.2K2026-11-09
Capital Management Associates, Inc
DECREASED20,07220,415-343-2%$3.0M$2.8M-$235.9K2026-10-20
American Assets Investment Management, LLC
UNCHANGED20,00020,00000%$2.9M$2.7M-$185.0K2026-10-30
HBK Sorce Advisory LLC
DECREASED19,95620,193-237-1%$2.9M$2.3M-$617.5K2026-11-06
Dutch Asset Corp
INCREASED19,92515,209+4,716+31%$2.2M$2.7M+$506.8K2026-10-20
Point Windward Advisors Inc.
INCREASED19,87418,887+987+5%$2.8M$2.7M-$39.2K2026-11-06
Tectonic Advisors LLC
INCREASED19,85315,981+3,872+24%$2.3M$2.7M+$383.8K2026-10-22
Stackstone Wealth, LLC
NEW19,758—+19,758——$2.7M—2026-10-19
PDS Planning, Inc
DECREASED19,74220,362-620-3%$3.0M$2.7M-$273.5K2026-11-03
Nilsine Partners, LLC
DECREASED19,60421,140-1,536-7%$3.1M$2.7M-$406.4K2026-11-02
Cornerstone Advisory, LLC
INCREASED19,56414,277+5,287+37%$2.1M$2.7M+$593.8K2026-11-06
Ashton Thomas Securities, LLC
INCREASED19,56217,041+2,521+15%$2.5M$2.7M+$206.4K2026-10-26
Taylor Financial Group, Inc.
DECREASED19,38219,445-630%$2.8M$2.7M-$188.5K2026-11-02
Atlantic Edge Private Wealth Management, LLC
DECREASED19,36420,444-1,080-5%$3.0M$2.7M-$337.4K2026-10-20
Atala Financial Inc
DECREASED19,29719,313-160%$2.8M$2.6M-$180.8K2026-10-22
Texas Bank & Trust Co
DECREASED19,19820,798-1,600-8%$3.0M$2.6M-$412.1K2026-11-04
Trust Point Inc.
INCREASED18,98415,925+3,059+19%$2.3M$2.6M+$272.7K2026-10-27
Norden Group LLC
DECREASED18,89523,755-4,860-20%$3.5M$2.6M-$887.1K2026-10-20
Sage Capital Advisors,llc
DECREASED18,86219,005-143-1%$2.8M$2.6M-$195.5K2026-10-13
First Horizon Corp
DECREASED18,82919,079-250-1%$2.8M$2.6M-$210.8K2026-10-26
Perryman Financial Advisory Inc
INCREASED18,80818,221+587+3%$2.7M$2.6M-$87.9K2026-10-16
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED18,74618,74600%$2.7M$2.7M$02026-10-15
Harrell Investment Partners, LLC
DECREASED18,60418,841-237-1%$2.8M$2.6M-$206.7K2026-10-15
Verus Capital Partners, LLC
DECREASED18,52219,229-707-4%$2.8M$2.5M-$274.9K2026-11-03
Trust Asset Management LLC
UNCHANGED18,51618,51600%$2.7M$2.5M-$171.3K2026-11-03
Washington Trust Co
DECREASED18,23920,901-2,662-13%$3.1M$2.5M-$558.8K2026-10-22
Apella Capital, LLC
INCREASED18,21616,125+2,091+13%$2.3M$2.6M+$331.8K2026-10-08
Mirador Capital Partners LP
DECREASED18,17418,386-212-1%$2.7M$2.5M-$199.2K2026-10-09
Cabot Wealth Management Inc
UNCHANGED18,15818,15800%$2.7M$2.5M-$168.0K2026-11-05
Cornerstone Wealth Group, LLC
DECREASED18,11418,650-536-3%$2.7M$2.5M-$246.1K2026-11-02
RAM Investment Partners, LLC
DECREASED18,00519,275-1,270-7%$2.8M$2.5M-$352.7K2026-10-21
StrongBox Wealth, LLC
INCREASED17,98916,499+1,490+9%$2.4M$2.5M+$52.1K2026-11-02
Washington Trust Bank
INCREASED17,97017,429+541+3%$2.6M$2.5M-$86.9K2026-11-03
Winch Advisory Services, LLC
UNCHANGED17,93717,93700%$6.8M$5.5M-$1.3M2026-11-06
Sander Capital Advisors Inc
INCREASED17,7708,510+9,260+109%$1.2K$2.4K+$1.2K2026-10-20
Nwam LLC
DECREASED17,76818,334-566-3%$2.7M$2.4M-$247.4K2026-11-09
Integrated Advisors Network LLC
DECREASED17,71519,834-2,119-11%$2.9M$2.4M-$474.5K2026-10-20
Scott & Selber, Inc.
DECREASED17,66917,682-130%$2.6M$2.4M-$165.3K2026-10-21
Wynn Capital, LLC
DECREASED17,65817,788-130-1%$2.6M$2.4M-$182.4K2026-10-13
Martin Capital Advisors, LLP
INCREASED17,58817,438+150+1%$2.6M$2.4M-$140.7K2026-10-15
Quadcap Wealth Management, LLC
DECREASED17,34718,371-1,024-6%$2.7M$2.4M-$310.5K2026-11-02
Center for Wealth Management Advisory
INCREASED17,3401,624+15,716+968%$238.0K$2.4M+$2.1M2026-10-23
United Bank
INCREASED17,30516,396+909+6%$2.4M$2.4M-$26.9K2026-11-06
Hall Capital Management Co Inc
INCREASED17,30117,221+80+0%$2.5M$2.4M-$148.3K2026-11-09
Sowell Financial Services LLC
INCREASED17,22917,115+114+1%$2.5M$2.4M-$142.7K2026-10-23
Compound Planning, Inc.
DECREASED17,21243,573-26,361-60%$6.4M$2.4M-$4.0M2026-11-09
Investment House LLC
DECREASED17,20751,196-33,989-66%$7.5M$2.4M-$5.1M2026-10-21
Dynamic Advisor Solutions LLC
DECREASED17,19717,689-492-3%$2.6M$2.4M-$231.1K2026-10-13
Reynders McVeigh Capital Management, LLC
DECREASED17,13822,362-5,224-23%$3.3M$2.4M-$924.0K2026-10-30
Stablepoint Partners, LLC
INCREASED17,04013,277+3,763+28%$1.9M$2.3M+$393.8K2026-11-03
Signet Investment Advisory Group, Inc.
INCREASED16,97516,133+842+5%$2.4M$2.3M-$33.6K2026-10-30
Lewis Asset Management, LLC
DECREASED16,97219,010-2,038-11%$2.8M$2.3M-$455.6K2026-10-14
Missouri Trust & Investment Co
DECREASED16,94517,465-520-3%$2.3M$2.3M+$58.4K2026-11-04
MBL Wealth, LLC
INCREASED16,7849,233+7,551+82%$1.4M$2.3M+$951.3K2026-10-22
Klingman & Associates, LLC
INCREASED16,77714,244+2,533+18%$2.1M$2.3M+$216.0K2026-10-20
Grove Bank & Trust
DECREASED16,74120,158-3,417-17%$3.0M$2.3M-$655.6K2026-10-08
Stokes Capital Advisors, LLC
DECREASED16,73626,071-9,335-36%$3.8M$2.3M-$1.5M2026-10-09
Jacobs & Co
DECREASED16,70217,002-300-2%$2.5K$2.3K-$1982026-10-09
Cornerstone Wealth Management, LLC
DECREASED16,68417,094-410-2%$2.5M$2.3M-$214.3K2026-11-04
Convergence Investment Partners, LLC
INCREASED16,5911,646+14,945+908%$241.3K$2.3M+$2.0M2026-10-28
Visionary Wealth Advisors
INCREASED16,52212,963+3,559+27%$1.9M$2.3M+$368.8K2026-11-04
Wealthcare Advisory Partners LLC
INCREASED16,50613,062+3,444+26%$1.9M$2.3M+$352.2K2026-10-21
Inlet Private Wealth, LLC
UNCHANGED16,42116,42100%$2.4M$2.3M-$151.9K2026-10-21
International Assets Investment Management, LLC
UNCHANGED16,36016,36000%$2.3M$2.3M-$72.5K2026-11-02
Highline Wealth Partners LLC
INCREASED16,20715,788+419+3%$2.3M$2.2M-$88.6K2026-10-19
Westside Investment Management, Inc.
INCREASED16,16915,868+301+2%$2.3M$2.2M-$94.8K2026-11-02
Peloton Wealth Strategists
NEW16,105—+16,105——$2.2K—2026-11-09
SteelPeak Wealth, LLC
INCREASED16,09314,262+1,831+13%$2.1M$2.2M+$119.5K2026-10-16
Cigna Investments Inc
DECREASED16,02716,201-174-1%$2.4M$2.2K-$2.4M2026-10-19
Capital Planning LLC
DECREASED16,01016,023-130%$2.3M$2.2M-$150.0K2026-10-09
Pacific Sage Partners, LLC
DECREASED16,00816,082-740%$2.4M$2.2M-$159.0K2026-10-21
Roman Butler Fullerton & Co
INCREASED15,95615,313+643+4%$2.0M$2.1M+$53.6K2026-10-27
Merrion Investment Management Co, LLC
DECREASED15,90016,400-500-3%$2.4M$2.2M-$220.4K2026-10-16
Community Bank & Trust, Waco, Texas
DECREASED15,86415,896-320%$2.3M$2.2K-$2.3M2026-10-19
Oakworth Capital, Inc.
DECREASED15,84815,973-125-1%$2.3M$2.2M-$158.8K2026-10-26
Tempus Wealth Planning, LLC
INCREASED15,80015,652+148+1%$2.3M$2.2M-$124.5K2026-10-14
Lynx Capital Group LTD
INCREASED15,70215,684+18+0%$2.3M$2.2M-$142.6K2026-11-04
Hudson Canyon Capital Management
INCREASED15,55014,750+800+5%$2.2M$2.1M-$26.6K2026-11-04
Deltec Asset Management LLC
INCREASED15,50013,500+2,000+15%$2.0M$2.1M+$149.7K2026-10-26
Avidian Wealth Enterprises, LLC
DECREASED15,48318,292-2,809-15%$2.7M$2.1M-$554.9K2026-10-08
Spectrum Asset Management, Inc. (NB )
DECREASED15,44115,806-365-2%$2.3M$2.1M-$196.4K2026-10-19
Chesapeake Wealth Management
DECREASED15,43315,678-245-2%$2.3M$2.1M-$178.7K2026-11-09
AlphaStar Capital Management, LLC
INCREASED15,37512,278+3,097+25%$1.8M$2.1M+$311.6K2026-10-16
Alpine Bank Wealth Management
INCREASED15,32514,913+412+3%$2.2M$2.1M-$81.4K2026-10-16
Bedel Financial Consulting, Inc.
UNCHANGED15,31515,31500%$2.2M$2.1M-$141.6K2026-11-06
Turtle Creek Wealth Advisors, LLC
INCREASED15,28915,157+132+1%$2.2M$2.1M-$122.1K2026-10-15
TritonPoint Partners, LLC
DECREASED15,23620,961-5,725-27%$3.1M$2.1M-$979.9K2026-11-05
Pflug Koory, LLC
UNCHANGED15,20615,20600%$2.2M$2.1M-$140.7K2026-10-26
Vivid Wealth Management, LLC
DECREASED15,12415,283-159-1%$2.2M$2.1M-$163.2K2026-10-27
Parrish Capital LLC
INCREASED15,11313,945+1,168+8%$2.0M$2.1M+$31.4K2026-10-01
Illinois Municipal Retirement Fund
DECREASED15,10538,557-23,452-61%$5.7M$2.1M-$3.6M2026-11-05
Compton Wealth Advisory Group, LLC
UNCHANGED15,08015,08000%$2.1M$2.1M-$66.8K2026-10-13
Cassaday & Co Wealth Management LLC
DECREASED15,04115,825-784-5%$2.3M$2.1M-$254.0K2026-10-27
Claro Advisors Inc.
INCREASED15,00411,732+3,272+28%$1.7M$2.1M+$340.8K2026-11-02
Legal Advantage Investments, Inc.
UNCHANGED14,96114,96100%$2.2M$2.1M-$138.4K2026-10-13
Annex Advisory Services, LLC
DECREASED14,82716,140-1,313-8%$2.4M$2.0M-$329.6K2026-10-16
BNC Wealth Management, LLC
DECREASED14,75227,499-12,747-46%$4.0M$2.0M-$2.0M2026-10-19
SAX Wealth Advisors, LLC
INCREASED14,71411,936+2,778+23%$1.8M$2.0M+$264.3K2026-10-13
Accredited Investors Inc.
INCREASED14,64312,096+2,547+21%$1.8M$2.0M+$237.8K2026-11-03
Portfolio Design Labs, LLC
INCREASED14,64314,192+451+3%$2.1M$2.0M-$69.3K2026-11-04
Physicians Financial Services, Inc.
DECREASED14,62723,943-9,316-39%$3.5M$2.0K-$3.5M2026-11-04
Institute for Wealth Management, Llc.
DECREASED14,62214,851-229-2%$2.2M$2.0M-$168.8K2026-11-06
HighPoint Advisor Group LLC
INCREASED14,62012,953+1,667+13%$1.9M$2.0M+$109.1K2026-11-09
Merrithew & Thorsten Inc
INCREASED14,58613,673+913+7%$2.0M$2.0M-$3162026-11-06
XML Financial, LLC
DECREASED14,52314,605-82-1%$2.1M$2.0M-$146.4K2026-10-29
Cooper Financial Group
DECREASED14,51115,852-1,341-8%$2.3M$2.0M-$330.8K2026-10-07
JGP Wealth Management, LLC
DECREASED14,46814,775-307-2%$2.2M$2.0M-$178.8K2026-10-13
Valicenti Advisory Services Inc
NEW14,454—+14,454——$2.0K—2026-10-23
River Wealth Advisors LLC
DECREASED14,43333,722-19,289-57%$4.9M$2.0M-$3.0M2026-11-09
Shuttleworth & Co
INCREASED14,40014,315+85+1%$2.1M$2.0M-$120.7K2026-10-30
Legacy Trust
DECREASED14,38117,794-3,413-19%$2.6M$1.9M-$728.5K2026-11-06
Amarillo National Bank
UNCHANGED14,36514,36500%$2.1M$2.0M-$132.9K2026-10-23
Tritonpoint Wealth, LLC
DECREASED14,36314,442-79-1%$2.1M$2.0M-$144.4K2026-10-19
71 West Capital Partners
INCREASED14,36013,384+976+7%$2.0M$2.0M+$10.2K2026-11-04
Biltmore Family Office, LLC
INCREASED14,34814,111+237+2%$2.1M$2.0M-$98.0K2026-11-03
Royal Fund Management, LLC
INCREASED14,3077,296+7,011+96%$1.1M$2.0M+$895.1K2026-10-22
Key FInancial Inc
INCREASED14,28714,220+67+0%$2.1M$2.0M-$122.3K2026-11-02
Flagship Harbor Advisors, LLC
DECREASED14,20514,743-538-4%$2.2M$2.0M-$210.2K2026-10-26
Sawgrass Asset Management LLC
DECREASED14,13614,863-727-5%$2.2M$1.9M-$237.3K2026-11-03
Quent Capital, LLC
DECREASED14,12114,185-640%$2.1M$1.6M-$440.9K2026-11-09
BIP Wealth, LLC
DECREASED14,06215,348-1,286-8%$2.2M$1.9M-$318.5K2026-10-22
Mill Capital Management, LLC
DECREASED13,99715,497-1,500-10%$2.3M$1.9M-$349.3K2026-10-26
Trueblood Wealth Management, LLC
INCREASED13,97712,532+1,445+12%$1.8M$1.9M+$82.6K2026-10-23
Blue Line Capital, LLC / IL
INCREASED13,97310,473+3,500+33%$1.5M$1.9M+$383.7K2026-11-04
Allen Investment Management, LLC
INCREASED13,95613,537+419+3%$2.0M$1.9M-$67.7K2026-11-03
Citizens National Bank Trust Department
DECREASED13,92417,000-3,076-18%$2.5M$1.9M-$579.6K2026-11-04
Clear Creek Financial Management, LLC
INCREASED13,92210,129+3,793+37%$1.5M$1.9M+$427.1K2026-10-28
Tuttle Capital Management, LLC
NEW13,912—+13,912——$1.9M—2026-10-21
Avestar Capital, LLC
DECREASED13,79516,112-2,317-14%$2.4M$1.9M-$467.1K2026-10-28
Citizens & Northern Corp
DECREASED13,66514,024-359-3%$2.1M$1.9M-$179.0K2026-11-06
Wright Investors Service Inc
DECREASED13,61616,118-2,502-16%$2.4M$1.9M-$492.6K2026-11-02
Ascentis Independent Advisors
INCREASED13,473139+13,334+9593%$20.4K$1.9M+$1.8M2026-11-03
Harbour Capital Advisors, LLC
DECREASED13,47114,071-600-4%$2.0M$1.8M-$129.4K2026-10-13
Everhart Financial Group, Inc.
DECREASED13,45314,938-1,485-10%$2.2M$1.8M-$342.0K2026-10-08
Anchyra Partners LLC
INCREASED13,42612,931+495+4%$1.9M$1.8M-$51.6K2026-10-13
Eads & Heald Wealth Management
DECREASED13,37013,538-168-1%$2.0M$1.8M-$148.3K2026-10-29
Heritage Wealth Management, Inc.
DECREASED13,35713,584-227-2%$2.0M$1.8M-$156.8K2026-10-28
Journey Advisory Group, LLC
DECREASED13,24613,503-257-2%$2.0M$1.8M-$160.2K2026-11-04
Prudent Man Advisors, LLC
INCREASED13,19513,078+117+1%$1.9M$1.8M-$104.9K2026-11-03
Grimes & Co Wealth Management, LLC
INCREASED13,16013,047+113+1%$1.9M$1.8M-$105.3K2026-10-29
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED13,13413,422-288-2%$2.0M$1.8M-$163.8K2026-11-03
First Interstate Bank
DECREASED13,12013,132-120%$1.9M$1.8M-$123.1K2026-10-23
Personal CFO Solutions, LLC
DECREASED13,10316,549-3,446-21%$2.4M$1.8M-$626.3K2026-11-06
Hartford Financial Management Inc.
DECREASED13,05013,395-345-3%$2.0M$1.8M-$171.3K2026-10-21
Nicholas Wealth, Llc.
INCREASED12,9719,124+3,847+42%$1.3M$1.8M+$443.8K2026-10-26
Western Wealth Management, LLC
DECREASED12,93419,141-6,207-32%$2.8M$1.8M-$1.0M2026-11-09
Hazlett, Burt & Watson, Inc.
DECREASED12,84512,868-230%$1.7M$1.8K-$1.7M2026-11-04
Ridgewood Investments LLC
INCREASED12,84111,054+1,787+16%$1.6M$1.8M+$143.1K2026-10-05
Integrity Alliance, Llc.
DECREASED12,75416,943-4,189-25%$2.5M$1.8M-$731.9K2026-10-29
Acumen Wealth Advisors, LLC
INCREASED12,714686+12,028+1753%$100.5K$1.7M+$1.6M2026-11-05
Global X Japan Co., Ltd.
DECREASED12,70613,767-1,061-8%$2.0M$1.7M-$273.0K2026-10-21
Baker Tilly Wealth Management, LLC
DECREASED12,58913,278-689-5%$1.9M$1.7M-$217.4K2026-10-05
Midland Wealth Advisors, LLC
DECREASED12,58612,615-290%$1.8M$1.7M-$120.7K2026-10-26
Cypress Capital Group
DECREASED12,53512,962-427-3%$1.9M$1.7M-$178.5K2026-11-03
Root Financial Partners, LLC
INCREASED12,52512,217+308+3%$1.8M$1.7M-$70.7K2026-10-21
InvesTrust
DECREASED12,52015,238-2,718-18%$2.2M$1.7M-$514.1K2026-10-14
Central Bank & Trust Co
UNCHANGED12,48312,48300%$1.8M$1.7M-$115.5K2026-10-09
Atlas Brown,Inc.
DECREASED12,37812,421-430%$1.8M$1.7M-$120.8K2026-10-09
Penobscot Investment Management Company, Inc.
UNCHANGED12,31812,31800%$1.8M$1.7M-$113.9K2026-10-26
Bullseye Investment Management, LLC
INCREASED12,26811,433+835+7%$1.7M$1.7M+$8.9K2026-10-29
Alta Advisers Ltd
INCREASED12,1887,009+5,179+74%$1.0M$1.7M+$646.2K2026-11-02
Verity & Verity, LLC
INCREASED12,16212,072+90+1%$1.8M$1.7M-$99.3K2026-10-23
Spire Wealth Management
DECREASED12,15212,550-398-3%$1.8M$1.7M-$170.7K2026-10-30
Lantz Financial LLC
DECREASED12,14612,620-474-4%$1.8M$1.7M-$181.7K2026-10-15
Cornerstone Planning, LLC
INCREASED12,09511,968+127+1%$1.8M$1.7M-$15.1K2026-10-27
Sovran Advisors, LLC
DECREASED12,08115,674-3,593-23%$1.9M$1.7M-$194.3K2026-11-02
Annis Gardner Whiting Capital Advisors, LLC
DECREASED12,05512,677-622-5%$1.9M$1.7M-$202.7K2026-11-09
Agate Pass Investment Management, LLC
DECREASED12,04413,410-1,366-10%$2.0M$1.7M-$311.6K2026-10-20
Lockheed Martin Investment Management Co
DECREASED12,02017,500-5,480-31%$2.6M$1.7M-$914.3K2026-11-04
MBM Wealth Consultants, LLC
INCREASED11,9059,335+2,570+28%$1.4M$1.6M+$266.5K2026-10-20
Cove Private Wealth, LLC
INCREASED11,88811,868+20+0%$1.7M$1.6M-$107.0K2026-10-28
First National Bank Sioux Falls
DECREASED11,88412,065-181-1%$2.2M$1.6M-$520.0K2026-10-13
Pine Haven Investment Counsel, Inc
DECREASED11,88311,983-100-1%$1.8M$1.6M-$124.6K2026-11-02
StoneRidge PMG Advisors, LLC
NEW11,799—+11,799——$1.6K—2026-11-04
Mechanics Financial Corp
INCREASED11,78211,773+9+0%$1.7M$1.6M-$107.7K2026-11-05
Thrive Wealth Management, LLC
DECREASED11,76712,220-453-4%$1.8M$1.6M-$175.2K2026-10-13
White Pine Capital LLC
DECREASED11,76711,784-170%$1.7M$1.6M-$111.3K2026-11-09
SYM Financial Corp
INCREASED11,7436,987+4,756+68%$1.0M$1.6M+$588.3K2026-10-26
Abundance Wealth Counselors
INCREASED11,72411,467+257+2%$1.7M$1.6M-$70.8K2026-10-26
Cascade Investment Advisors, Inc.
DECREASED11,71411,796-82-1%$1.7M$1.6M-$120.4K2026-11-02
Malaga Cove Capital, LLC
DECREASED11,65911,697-380%$1.7M$1.6M-$113.4K2026-10-23
Machina Capital S.A.S.
NEW11,611—+11,611——$1.6M—2026-11-05
Zions Bancorporation, National Association
INCREASED11,54511,243+302+3%$1.6M$1.6M-$62.5K2026-11-06
Indivisible Partners
INCREASED11,46710,833+634+6%$1.6M$1.6M-$13.2K2026-10-26
Hunter Associates Investment Management LLC
INCREASED11,43811,368+70+1%$1.7M$1.6K-$1.7M2026-10-26
IPG Investment Advisors LLC
INCREASED11,4006,767+4,633+68%$991.7K$1.6M+$573.5K2026-10-30
Woodmont Investment Counsel LLC
INCREASED11,3779,857+1,520+15%$1.4M$1.6M+$117.5K2026-10-29
Resonant Capital Advisors, LLC
DECREASED11,33313,513-2,180-16%$2.0M$1.6M-$424.3K2026-10-15
Knuff & Co LLC
DECREASED11,25211,872-620-5%$1.7M$1.5M-$194.9K2026-11-06
Diversified Enterprises, LLC
INCREASED11,2429,935+1,307+13%$1.5M$1.5M+$87.5K2026-10-19
Armstrong Advisory Group, Inc
DECREASED11,21111,508-297-3%$1.7M$1.5M-$147.2K2026-10-09
Pinnacle Wealth Planning Services, Inc.
DECREASED11,17711,583-406-4%$1.7M$1.5M-$162.9K2026-10-27
Grey Ledge Advisors, LLC
DECREASED11,16112,206-1,045-9%$1.8M$1.5M-$256.3K2026-11-02
Cornerstone National Bank & Trust Co
DECREASED11,10111,406-305-3%$1.6M$1.5M-$92.6K2026-10-20
Curated Wealth Partners LLC
INCREASED11,0842,742+8,342+304%$401.8K$1.5M+$1.1M2026-10-15
October Effect Ltd
DECREASED11,07821,691-10,613-49%$3.2M$1.5M-$1.7M2026-10-20
Northern Financial Advisors Inc
DECREASED11,05912,933-1,874-14%$1.9M$1.5M-$377.0K2026-10-29
Connecticut Wealth Management, LLC
DECREASED11,00811,100-92-1%$1.6M$1.5M-$115.3K2026-10-13
Interchange Capital Partners, LLC
DECREASED10,97611,099-123-1%$1.6M$1.5M-$116.9K2026-10-28
Larson Financial Group LLC
DECREASED10,93811,598-660-6%$1.7M$1.5M-$197.9K2026-11-05
Lanark Financial, Inc.
INCREASED10,93710,607+330+3%$1.6M$1.5M-$52.9K2026-10-26
Supplemental Annuity Collective Trust of NJ
INCREASED10,93510,884+51+0%$1.6M$1.5M-$93.7K2026-11-02
Gold Investment Management Ltd.
UNCHANGED10,92210,92200%$1.6M$1.5M-$101.0K2026-10-19
CV Advisors LLC
INCREASED10,88010,000+880+9%$1.5M$1.5M+$28.3K2026-10-13
Aspire Private Capital, LLC
DECREASED10,84711,110-263-2%$1.6M$1.5M-$139.0K2026-11-05
Marion Wealth Management
DECREASED10,82812,411-1,583-13%$1.8M$1.5M-$332.1K2026-10-22
Pensioenfonds Rail & OV
NEW10,783—+10,783——$1.5M—2026-11-09
Fragasso Financial Advisors Inc
INCREASED10,7516,472+4,279+66%$948.5K$1.5M+$571.7K2026-10-13
HF Advisory Group, LLC
DECREASED10,73312,066-1,333-11%$1.8M$1.5M-$294.6K2026-10-09
MAR Vista Investment Partners LLC
DECREASED10,684111,863-101,179-90%$16.4M$1.5M-$14.9M2026-11-09
Balboa Wealth Partners
INCREASED10,66010,462+198+2%$1.5M$1.5M-$69.6K2026-10-20
Plancorp, LLC
INCREASED10,6568,801+1,855+21%$1.2M$1.4M+$234.7K2026-11-03
Schear Investment Advisers, LLC
NEW10,631—+10,631——$1.5M—2026-10-14
Tempo Wealth, LLC
INCREASED10,6319,959+672+7%$1.5M$1.5M+$1632026-10-14
Winthrop Capital Management, LLC
INCREASED10,61210,605+7+0%$1.6M$1.5M-$97.0K2026-11-05
Fiduciary Alliance LLC
DECREASED10,59114,845-4,254-29%$2.2M$1.5M-$721.4K2026-10-13
Lazari Capital Management, Inc.
INCREASED10,5666,951+3,615+52%$1.0M$1.5M+$432.0K2026-10-20
Compass Financial Management LLC
INCREASED10,5669,893+673+7%$1.4M$1.5M+$1.6K2026-10-30
Triton Wealth Management, Pllc
INCREASED10,5576,199+4,358+70%$870.9K$1.3M+$455.2K2026-11-04
Old Mission Investment Co LLC
INCREASED10,54210,539+3+0%$1.5M$1.4M-$97.2K2026-10-22
Triumph Capital Management
INCREASED10,5029,840+662+7%$1.4M$1.4M+$7092026-10-14
Optas, LLC
DECREASED10,47910,794-315-3%$1.6M$1.4M-$143.1K2026-11-09
TD Private Client Wealth LLC
DECREASED10,45311,648-1,195-10%$1.7M$1.4M-$271.8K2026-10-28
Boltwood Capital Management
INCREASED10,43510,385+50+0%$1.5M$1.4M-$89.2K2026-10-02
GFS Advisors, LLC
DECREASED10,390131,300-120,910-92%$772.3K$1.4M+$654.7K2026-11-03
Bank of Stockton
DECREASED10,38713,431-3,044-23%$2.0M$1.4M-$542.2K2026-10-20
Canvas Wealth Advisors, LLC
INCREASED10,3534,042+6,311+156%$592.4K$1.4M+$852.5K2026-11-02
Park National Corp
DECREASED10,34310,871-528-5%$1.6M$1.4M-$173.1K2026-10-05
Harbor Investment Advisory, LLC
DECREASED10,34111,689-1,348-12%$1.7M$1.4M-$293.2K2026-10-13
Benin Management Corp
DECREASED10,31710,893-576-5%$1.6M$1.4M-$179.7K2026-10-22
Howard Capital Management, LLC
DECREASED10,31610,430-114-1%$1.5M$1.4M-$112.1K2026-10-16
Nelson Capital Management, LLC
DECREASED10,30610,472-166-2%$1.5M$1.4M-$119.7K2026-11-09
Foster Victor Wealth Advisors, LLC
INCREASED10,2849,987+297+3%$1.3M$1.3M+$54.9K2026-10-21
Pines Wealth Management, LLC
INCREASED10,2699,611+658+7%$1.4M$1.4M+$1.4K2026-10-21
Curbstone Financial Management Corp
UNCHANGED10,25610,25600%$1.5M$1.4M-$94.9K2026-10-21
Strive Financial Group,LLC
INCREASED10,2058,314+1,891+23%$1.2M$1.4M+$182.7K2026-11-09
Beaumont Financial Advisors, LLC
DECREASED10,20210,471-269-3%$1.5M$1.4M-$133.9K2026-10-22
Stiles Financial Services Inc
INCREASED10,1939,049+1,144+13%$1.3M$1.4M+$73.3K2026-10-30
Weatherly Asset Management L. P.
DECREASED10,16610,686-520-5%$1.6M$1.4M-$170.2K2026-10-20
Oakmont Investment Advisors, Inc.
INCREASED10,12710,045+82+1%$1.5M$1.4M-$81.7K2026-10-21
Enhancing Capital LLC
INCREASED10,11410,000+114+1%$1.5M$1.4M-$76.8K2026-10-26
Parisi Gray Wealth Management
DECREASED10,10412,654-2,550-20%$1.9M$1.4M-$467.3K2026-10-16
Gradient Investments LLC
INCREASED10,1029,931+171+2%$1.5M$1.4M-$68.4K2026-10-08
Aprio Wealth Management, LLC
DECREASED10,09011,821-1,731-15%$1.7M$1.4M-$347.0K2026-10-28
Procyon Advisors, LLC
DECREASED10,08911,163-1,074-10%$1.6M$1.4M-$250.7K2026-10-21
Formidable Asset Management, LLC
DECREASED10,01314,119-4,106-29%$2.1M$1.5M-$609.6K2026-11-03
Cane Capital Partners, LLC
DECREASED10,00913,968-3,959-28%$2.0M$1.4M-$672.8K2026-10-23
Rossmore Private Capital
DECREASED10,00310,545-542-5%$1.5M$1.4M-$172.0K2026-10-27
Essential Investment Partners LLC
INCREASED9,9949,820+174+2%$1.4M$1.4M-$66.9K2026-10-27
Altfest L J & Co Inc
DECREASED9,9509,957-70%$1.5M$1.4M-$93.0K2026-10-27
Titleist Asset Management, LLC
INCREASED9,9499,146+803+9%$1.3M$1.4M+$25.7K2026-10-08
Verus Wealth Management, LLC
NEW9,939—+9,939——$1.4M—2026-10-13
Koshinski Asset Management, Inc.
INCREASED9,9278,918+1,009+11%$1.3M$1.4M+$56.1K2026-10-29
Arjuna Capital
DECREASED9,9149,977-63-1%$1.5M$1.4M-$100.9K2026-11-03
Beese Fulmer Investment Management, Inc.
DECREASED9,90310,181-278-3%$1.5M$1.4M-$132.3K2026-10-23
3Chopt Investment Partners, LLC
INCREASED9,8799,770+109+1%$1.4M$1.4M-$75.4K2026-10-30
Nicholas Hoffman & Company, Llc.
DECREASED9,8559,939-84-1%$1.5M$1.4M-$103.5K2026-10-30
Ledyard National Bank
DECREASED9,83310,959-1,126-10%$1.6M$1.4M-$256.0K2026-10-21
CFS Investment Advisory Services, LLC
INCREASED9,8329,277+555+6%$1.3M$1.4M+$122.1K2026-10-19
Convergence Financial, LLC
INCREASED9,8297,133+2,696+38%$1.0M$1.3M+$304.2K2026-10-27
Boit C F David
UNCHANGED9,8009,80000%$1.4M$1.3M-$90.7K2026-10-29
Key Client Fiduciary Advisors, LLC
DECREASED9,77610,997-1,221-11%$1.6M$1.3M-$269.3K2026-10-19
Zega Investments, LLC
DECREASED9,75910,302-543-5%$1.5M$1.3M-$169.8K2026-11-04
Sapient Capital LLC
INCREASED9,7439,050+693+8%$1.3M$1.3M+$11.4K2026-10-08
Eagle Rock Investment Company, LLC
DECREASED9,71916,520-6,801-41%$2.4M$1.3M-$1.1M2026-10-21
Three Seasons Wealth, LLC
INCREASED9,6739,320+353+4%$1.4M$1.3M-$37.8K2026-11-03
GraniteShares Advisors LLC
INCREASED9,6197,946+1,673+21%$1.2M$1.3M+$156.2K2026-10-29
Angeles Wealth Management, LLC
DECREASED9,61810,681-1,063-10%$1.6M$1.3M-$244.8K2026-10-26
S-Bank Fund Management Ltd
INCREASED9,5929,127+465+5%$1.3M$1.3M-$20.6K2026-11-06
Signature Estate & Investment Advisors LLC
INCREASED9,5869,557+29+0%$1.4M$1.3M-$83.3K2026-10-13
Foster Group, Inc.
DECREASED9,5819,617-360%$1.4M$1.3M-$93.9K2026-10-13
Cerro Pacific Wealth Advisors LLC
DECREASED9,56511,410-1,845-16%$1.7M$1.3M-$358.9K2026-10-22
Premier Path Wealth Partners, LLC
DECREASED9,48211,429-1,947-17%$1.7M$1.3M-$373.1K2026-10-16
Rockland Trust Co
DECREASED9,48015,827-6,347-40%$2.3M$1.3M-$1.0M2026-10-05
Platform Technology Partners
DECREASED9,41810,079-661-7%$1.5M$1.3M-$184.0K2026-11-02
111 Capital
DECREASED9,37710,563-1,186-11%$1.5M$1.3M-$260.5K2026-11-03
St. Johns Investment Management Company, LLC
DECREASED9,3649,386-220%$1.4M$1.3M-$89.8K2026-10-30
CMG Global Holdings, LLC
INCREASED9,3509,242+108+1%$1.4M$1.3M-$70.7K2026-10-14
Cidel Asset Management Inc
INCREASED9,3428,018+1,324+17%$1.2M$1.3M+$107.6K2026-10-29
Sage Rhino Capital LLC
DECREASED9,3419,385-440%$1.4M$1.3M-$92.9K2026-10-28
Pinnacle West Asset Management, Inc.
DECREASED9,32010,285-965-9%$1.5M$1.3K-$1.5M2026-11-09
Impact Partnership Wealth, LLC
INCREASED9,3058,091+1,214+15%$1.2M$1.3M+$92.0K2026-11-09
First County Bank
DECREASED9,2889,595-307-3%$1.4M$1.3M-$130.9K2026-10-13
Everett Harris & Co
DECREASED9,2819,359-78-1%$1.4M$1.3M-$97.3K2026-10-28
Semus Wealth Partners LLC
DECREASED9,26310,008-745-7%$1.5M$1.3M-$195.0K2026-10-22
Ferguson Wellman Capital Management, Inc
DECREASED9,2499,863-614-6%$1.4M$1.3M-$175.5K2026-10-05
Buckhead Capital Management LLC
DECREASED9,23210,120-888-9%$1.5M$1.3M-$215.5K2026-11-03
Aljian Capital Management, LLC
INCREASED9,1958,896+299+3%$1.3M$1.3M-$41.1K2026-10-28
Grant Private Wealth Management Inc
INCREASED9,1796,262+2,917+47%$917.7K$1.3M+$342.6K2026-10-19
Great Diamond Partners, LLC
DECREASED9,1559,505-350-4%$1.4M$1.3M-$136.0K2026-10-13
Correct Capital Wealth Management
INCREASED9,1177,749+1,368+18%$1.1M$1.3M+$116.3K2026-11-02
Peoples Bank
INCREASED9,0988,073+1,025+13%$1.2M$1.2M+$66.1K2026-10-09
Palacios Wealth Management, LLC
INCREASED9,0718,752+319+4%$1.3M$1.2M-$37.2K2026-11-04
Abacus Planning Group, Inc.
DECREASED9,06610,791-1,725-16%$1.6M$1.2M-$336.7K2026-11-02
QTR Family Wealth, LLC
DECREASED9,0339,336-303-3%$1.4M$1.2M-$127.9K2026-11-02
WBH Advisory Inc
DECREASED9,0319,372-341-4%$1.4M$1.2M-$133.5K2026-11-05
Lindsell Train Ltd
UNCHANGED9,0009,00000%$1.3M$1.2M-$83.3K2026-11-02
Traphagen Investment Advisors LLC
INCREASED8,9918,833+158+2%$1.3M$1.2M-$60.0K2026-10-14
KPP Advisory Services LLC
INCREASED8,9758,587+388+5%$1.3M$1.2M-$26.1K2026-10-26
Net Worth Advisory Group
INCREASED8,9365,296+3,640+69%$776.1K$1.2M+$457.7K2026-10-20
Ervin Investment Management, LLC
UNCHANGED8,9138,91300%$1.3M$1.2M-$82.4K2026-10-23
Catalyst Financial Partners LLC
DECREASED8,9059,754-849-9%$1.4M$1.2M-$206.8K2026-11-06
Walser Wealth Management Company, A Ltd Liability Co
INCREASED8,9046,279+2,625+42%$920.2K$1.2M+$302.4K2026-10-15
1900 Wealth Management LLC
INCREASED8,8705,006+3,864+77%$733.6K$1.2M+$484.2K2026-10-13
AdvisorNet Financial, Inc
INCREASED8,8708,090+780+10%$1.2M$1.2M-$27.6K2026-10-15
KRS Capital Management, LLC
DECREASED8,8489,436-588-6%$1.4M$1.2M-$167.9K2026-10-16
Bison Wealth, LLC
INCREASED8,8217,190+1,631+23%$1.0M$1.2M+$178.4K2026-10-13
TrustBank
DECREASED8,7988,876-78-1%$1.3M$1.2M-$92.8K2026-10-20
Accurate Wealth Management, LLC
DECREASED8,77719,604-10,827-55%$2.8M$1.3M-$1.5M2026-10-20
Private Management Group Inc
INCREASED8,7548,694+60+1%$1.3M$1.2M-$72.2K2026-11-04
Focus Financial Network, Inc.
INCREASED8,7538,472+281+3%$1.2M$1.2M-$39.9K2026-10-14
Alliance Private Wealth, LLC
DECREASED8,7369,346-610-7%$1.4M$1.2M-$170.2K2026-10-20
Victory Financial Group, LLC
INCREASED8,7216,628+2,093+32%$971.3K$1.2M+$226.1K2026-10-27
Corundum Group, Inc.
INCREASED8,7198,301+418+5%$1.2M$1.2M-$19.4K2026-10-28
J.Safra Asset Management Corp
INCREASED8,7118,667+44+1%$1.3M$1.2M-$74.1K2026-11-03
Dumont & Blake Investment Advisors LLC
INCREASED8,7028,665+37+0%$1.3M$1.2M-$75.1K2026-10-28
Helium Advisors LLC
DECREASED8,7008,728-280%$1.3M$1.2M-$84.6K2026-10-23
Orange Investment Advisors, Inc.
DECREASED8,6948,816-122-1%$1.3M$1.2M-$98.3K2026-10-23
DDD Partners, LLC
INCREASED8,6938,656+37+0%$1.3M$1.2M-$75.0K2026-11-02
Investment Research Partners LLC
INCREASED8,6577,416+1,241+17%$1.1M$1.2M+$101.8K2026-10-19
Shepherd Financial Partners LLC
DECREASED8,6048,916-312-3%$1.3M$1.2M-$125.3K2026-11-03
Greenup Street Wealth Management LLC
DECREASED8,5909,819-1,229-13%$1.4M$1.2M-$259.5K2026-10-28
LCM Capital Management Inc
DECREASED8,5738,779-206-2%$1.3M$1.2M-$109.4K2026-10-20
Advisors Preferred, LLC
DECREASED8,52511,000-2,475-22%$1.5M$1.2M-$329.9K2026-11-09
Integrity Wealth Partners, LLC
NEW8,524—+8,524——$1.2M—2026-10-14
AK Global Asset Management, LLC
DECREASED8,49310,518-2,025-19%$1.5M$1.2M-$375.3K2026-10-27
Burke & Herbert Bank & Trust Co
UNCHANGED8,4668,46600%$1.2M$1.2M-$78.3K2026-11-02
Narus Financial Partners, LLC
INCREASED8,4568,360+96+1%$1.2M$1.2M-$64.2K2026-10-19
Journey Retirement Planning & Investment Management LLC
DECREASED8,45111,591-3,140-27%$1.7M$1.2M-$538.3K2026-10-09
Denver PWM, LLC
UNCHANGED8,4358,43500%$1.3M$1.2M-$111.5K2026-10-22
Thoroughbred Financial Services, LLC
DECREASED8,40814,864-6,456-43%$2.2M$1.2K-$2.2M2026-11-09
Curtis Advisory Group, LLC
DECREASED8,3948,994-600-7%$1.3M$1.2M-$165.6K2026-10-28
Excalibur Management Corp
INCREASED8,3878,249+138+2%$1.2M$1.2M-$57.4K2026-11-02
Kathmere Capital Management, LLC
DECREASED8,3648,658-294-3%$1.3M$1.1M-$120.5K2026-10-20
Oarsman Capital, Inc.
DECREASED8,3528,384-320%$1.2M$1.1M-$81.9K2026-11-05
Edgemoor Investment Advisors, Inc.
DECREASED8,3139,562-1,249-13%$1.4M$1.1M-$260.0K2026-11-03
BXM Wealth LLC
DECREASED8,2808,380-100-1%$1.2M$1.1M-$91.2K2026-11-03
Oslo Pensjonsforsikring AS
INCREASED8,2717,044+1,227+17%$1.0M$1.1M+$103.3K2026-10-15
King Wealth Management Group
DECREASED8,24512,957-4,712-36%$1.9M$1.1K-$1.9M2026-11-09
Rahlfs Capital, LLC
UNCHANGED8,2458,24500%$1.2M$1.1M-$76.3K2026-10-23
Waldron Private Wealth LLC
INCREASED8,2408,194+46+1%$1.2M$1.1M-$69.5K2026-11-02
Key Capital Management, Inc
INCREASED8,22795+8,132+8560%$13.9K$1.2M+$1.2M2026-11-03
Reflection Asset Management
INCREASED8,2153,014+5,201+173%$441.7K$1.1M+$686.2K2026-10-28
Deseret Mutual Benefit Administrators
DECREASED8,21512,295-4,080-33%$1.8M$1.1M-$673.9K2026-11-04
Morton Capital Management LLC
DECREASED8,2058,480-275-3%$1.2M$1.1M-$116.2K2026-10-23
Richards, Merrill & Peterson, Inc.
DECREASED8,2018,719-518-6%$1.3M$1.1M-$151.8K2026-10-19
Integral Investment Advisors, Inc.
DECREASED8,1888,528-340-4%$1.2M$1.1M-$125.6K2026-11-03
Goelzer Investment Management, Inc.
INCREASED8,1868,152+34+0%$1.2M$1.1M-$70.7K2026-10-16
Cyr Financial Inc.
INCREASED8,1827,151+1,031+14%$1.0M$1.1M+$75.5K2026-10-16
Drive Wealth Management, LLC
INCREASED8,1347,663+471+6%$1.1M$1.1M-$6.2K2026-11-09
Greenfield Savings Bank
DECREASED8,1138,387-274-3%$1.2M$1.1M-$115.2K2026-10-07
Relyea Zuckerberg Hanson LLC
DECREASED8,1029,974-1,872-19%$1.5M$1.1M-$349.3K2026-10-20
West Family Investments, Inc.
INCREASED8,0795,736+2,343+41%$840.6K$1.1M+$268.6K2026-11-09
West Michigan Advisors, LLC
INCREASED8,0775,488+2,589+47%$804.3K$1.1M+$304.7K2026-11-09
Fire Capital Management LLC
DECREASED8,0718,295-224-3%$1.2M$1.1M-$107.5K2026-10-27
Greenspring Advisors, LLC
DECREASED8,0608,623-563-7%$1.3M$1.1M-$157.1K2026-11-05
Davis Capital Management
DECREASED8,0508,168-118-1%$1.2M$1.1M-$91.8K2026-10-08
MAD River Investors
UNCHANGED8,0508,05000%$1.2M$1.1M-$74.5K2026-10-27
Valley National Advisers Inc
DECREASED8,0209,696-1,676-17%$1.4M$1.1M-$319.8K2026-10-23
Gerber Kawasaki Wealth & Investment Management
DECREASED8,0159,011-996-11%$1.3M$1.1M-$220.1K2026-10-29
Burling Wealth Partners, LLC
DECREASED7,9978,216-219-3%$1.2M$1.1M-$106.1K2026-11-09
Moss Adams Wealth Advisors LLC
DECREASED7,9689,784-1,816-19%$1.4M$1.1M-$339.8K2026-10-28
Summit Wealth Group LLC / Co
INCREASED7,9567,268+688+9%$1.1M$1.1M+$27.2K2026-10-29
Meridian Financial Partners LLC
INCREASED7,9387,590+348+5%$1.0M$1.1M+$61.8K2026-10-23
Milestone Asset Management, LLC
DECREASED7,93727,689-19,752-71%$4.1M$1.1M-$3.0M2026-10-15
Arthur M. Cohen & Associates, LLC
DECREASED7,9009,740-1,840-19%$1.4M$1.1M-$342.7K2026-10-26
First Merchants Corp
DECREASED7,8838,022-139-2%$1.2M$1.1M-$93.3K2026-10-15
Trillium Asset Management, LLC
DECREASED7,8788,170-292-4%$1.2M$1.1M-$115.7K2026-11-09
Gemmer Asset Management LLC
INCREASED7,8667,826+40+1%$1.1M$1.1M-$66.8K2026-10-16
Souders Financial Advisors
INCREASED7,8555,263+2,592+49%$771.3K$1.1M+$307.3K2026-11-03
Global Financial Private Client, LLC
DECREASED7,8458,010-165-2%$1.2M$1.1M-$96.7K2026-10-15
Mindset Wealth Management, LLC
DECREASED7,8338,347-514-6%$1.2M$1.1M-$147.8K2026-10-19
Gryphon Financial Partners LLC
DECREASED7,8108,721-911-10%$1.3M$1.1M-$205.7K2026-11-04
Laurel Wealth Advisors LLC
DECREASED7,7578,170-413-5%$1.2M$1.1M-$132.3K2026-10-27
Hudock, Inc.
INCREASED7,7507,538+212+3%$1.1M$1.1M-$40.6K2026-10-14
China Universal Asset Management Co., Ltd.
INCREASED7,7306,744+986+15%$988.3K$1.1M+$76.8K2026-10-28
Advisor OS, LLC
DECREASED7,6598,323-664-8%$1.2M$1.1M-$168.1K2026-11-03
Beacon Investment Advisory Services, Inc.
DECREASED7,6598,055-396-5%$1.2M$1.1M-$128.8K2026-10-13
Hamilton Capital, LLC
DECREASED7,6568,174-518-6%$1.2M$1.1M-$146.7K2026-10-08
Tompkins Financial Corp
DECREASED7,6388,053-415-5%$1.2M$1.0M-$131.5K2026-10-05
BOS Asset Management, LLC
DECREASED7,6337,977-344-4%$1.2M$1.0M-$121.0K2026-10-09
Facet Wealth, Inc.
DECREASED7,6277,880-253-3%$1.2M$1.0M-$107.6K2026-11-04
Byrne Asset Management LLC
DECREASED7,6137,653-40-1%$1.1M$1.1M-$70.4K2026-10-06
United Advisor Group, LLC
INCREASED7,6065,309+2,297+43%$778.0K$1.0M+$266.3K2026-11-03
Castellan Group
UNCHANGED7,6007,60000%$1.1M$1.0M-$70.3K2026-10-19
Campbell Newman Asset Management Inc
DECREASED7,5707,693-123-2%$1.1M$1.0M-$88.0K2026-10-22
Cambridge Advisors Inc.
UNCHANGED7,5687,56800%$1.1M$1.0M-$70.0K2026-10-19
Conning Inc.
DECREASED7,5447,578-340%$1.1M$1.0M-$74.8K2026-10-27
Wealth Management Partners, LLC
INCREASED7,5097,068+441+6%$1.0M$1.0M-$4.8K2026-10-21
Nkcfo LLC
NEW7,500—+7,500——$1.0K—2026-11-04
Fiera Capital Corp
DECREASED7,4997,599-100-1%$1.1M$1.0M-$84.0K2026-11-06
Triad Wealth Partners, LLC
INCREASED7,4826,702+780+12%$950.7K$1.0M+$76.6K2026-10-26
RM Financial Services, LLC
INCREASED7,4827,391+91+1%$1.1M$1.0M-$55.9K2026-11-03
Texas Capital Bank Wealth Management Services Inc
DECREASED7,4698,185-716-9%$1.2M$1.0M-$174.0K2026-11-09
Alamar Capital Management, LLC
DECREASED7,4557,555-100-1%$1.1M$1.0M-$83.6K2026-11-02
Tower Trust & Investment Co
INCREASED7,4447,249+195+3%$1.1M$1.0M-$40.3K2026-10-28
SLT Holdings LLC
NEW7,421—+7,421——$1.0M—2026-10-15
Lipe & Dalton
UNCHANGED7,4217,42100%$1.1K$1.0K-$692026-10-15
Doliver Advisors, LP
INCREASED7,4186,703+715+11%$982.3K$1.0M+$36.2K2026-10-01
Patten & Patten Inc
DECREASED7,4167,589-173-2%$1.1M$1.0M-$94.0K2026-10-26
Bath Savings Trust Co
DECREASED7,3907,414-240%$1.1M$1.0M-$71.9K2026-10-07
Etesian Wealth Advisors, Inc.
DECREASED7,3897,633-244-3%$1.1M$1.0M-$104.1K2026-10-27
Rhodes Investment Advisors Inc
INCREASED7,3553,678+3,677+100%$539.0K$1.0M+$470.8K2026-10-07
Horst & Graben Wealth Management LLC
INCREASED7,3437,333+10+0%$1.0M$1.0M-$29.6K2026-11-02
Sky Investment Group LLC
INCREASED7,3387,123+215+3%$1.0M$1.0M-$36.4K2026-10-30
Forum Financial Management, LP
DECREASED7,3187,390-72-1%$1.1M$1.0M-$78.2K2026-10-16
TFB Advisors LLC
DECREASED7,2997,413-114-2%$1.1M$1.0M-$84.2K2026-11-02
Sterling Investment Advisors, Ltd.
DECREASED7,2717,771-500-6%$1.1M$998.4K-$140.5K2026-10-27
Core Wealth Partners LLC
DECREASED7,2649,181-1,917-21%$1.3M$997.4K-$348.1K2026-11-02
Sigma Investment Counselors Inc
DECREASED7,2217,425-204-3%$1.1M$991.4K-$96.7K2026-10-27
Regent Peak Wealth Advisors LLC
DECREASED7,2117,717-506-7%$1.1M$990.1K-$140.9K2026-10-13
Adirondack Trust Co
DECREASED7,1827,542-360-5%$1.1M$986.1K-$119.2K2026-10-14
Legacy Advisors, LLC
DECREASED7,1798,946-1,767-20%$1.3M$985.7K-$325.3K2026-10-19
Capital Advisors, Ltd. LLC
INCREASED7,1487,098+50+1%$1.0K$981-$592026-10-27
Cooke Wealth Management, LLC
DECREASED7,1227,139-170%$1.0M$977.9K-$68.4K2026-10-13
ERn Financial, LLC
DECREASED7,1167,118-20%$1.0M$977.0K-$66.1K2026-10-28
Themes Management Co LLC
INCREASED7,1154,368+2,747+63%$640.1K$976.9K+$336.8K2026-10-29
Orrstown Financial Services Inc
DECREASED7,1027,133-310%$1.0M$975.1K-$70.2K2026-10-14
Valmark Advisers, Inc.
DECREASED7,0937,378-285-4%$1.1M$973.9K-$107.4K2026-11-06
Montecito Bank & Trust
DECREASED7,0928,613-1,521-18%$1.3M$973.7K-$288.5K2026-10-01
Paragon Capital Management Ltd
DECREASED7,0847,190-106-1%$1.1M$972.6K-$81.1K2026-10-09
Univest Financial Corp
INCREASED7,0816,625+456+7%$970.8K$972.3K+$1.4K2026-11-05
Columbia Asset Management
DECREASED7,0807,280-200-3%$1.1M$972.1K-$94.8K2026-10-19
Landaas & Co
DECREASED7,0657,760-695-9%$1.1M$970.0K-$167.2K2026-10-29
Piar LLC
INCREASED7,0501,920+5,130+267%$281.4K$968.0K+$686.6K2026-10-21
Certuity, LLC
INCREASED7,0206,905+115+2%$1.0M$963.8K-$48.2K2026-11-02
RW Investment Management LLC
INCREASED7,0156,956+59+1%$1.0M$963.2K-$56.2K2026-11-03
V-Square Quantitative Management LLC
INCREASED6,9866,128+858+14%$898.1K$959.2K+$61.1K2026-10-15
Northeast Investment Management
DECREASED6,9867,381-395-5%$1.1M$959.2K-$122.5K2026-10-30
Parthenon LLC
UNCHANGED6,9686,96800%$1.0M$956.7K-$64.5K2026-10-22
Shah Wealth Advisors, LLC
INCREASED6,9494,634+2,315+50%$679.1K$954.1K+$274.9K2026-11-06
Magnus Financial Group LLC
DECREASED6,9057,615-710-9%$1.1M$948.0K-$168.0K2026-10-21
FSM Wealth Advisors, LLC
DECREASED6,9037,397-494-7%$1.1M$936.7K-$147.4K2026-10-27
Howard Capital Management Group, LLC
DECREASED6,8807,763-883-11%$1.1M$944.6K-$193.0K2026-10-16
Riversedge Advisors, LLC
INCREASED6,8673,046+3,821+125%$446.4K$942.9K+$496.5K2026-10-09
Peoples Bank
DECREASED6,8476,897-50-1%$1.0M$940.1K-$70.7K2026-10-26
Wealth Dimensions Group, Ltd.
INCREASED6,8446,775+69+1%$992.8K$939.6K-$53.2K2026-11-02
Laurel OAK Wealth Management, LLC
DECREASED6,8248,855-2,031-23%$1.3M$936.9K-$360.8K2026-10-19
Global Strategic Investment Solutions, LLC
INCREASED6,8066,778+28+0%$993.3K$934.5K-$58.9K2026-10-16
Concord Wealth Partners
DECREASED6,8018,776-1,975-22%$1.3M$933.7K-$352.3K2026-11-02
Formuepleje A/S
DECREASED6,7999,264-2,465-27%$1.4M$933.5K-$424.1K2026-10-15
Garde Capital, Inc.
INCREASED6,7956,747+48+1%$988.8K$933.0K-$55.8K2026-10-29
Jnba Financial Advisors
INCREASED6,7946,658+136+2%$975.7K$932.8K-$42.9K2026-11-03
Centerpoint Advisors, LLC
INCREASED6,7606,759+1+0%$990.0K$928-$989.1K2026-11-05
United Asset Strategies, Inc.
DECREASED6,7596,872-113-2%$1.0M$928.0K-$79.1K2026-10-28
Keudell ison Wealth Management
DECREASED6,7469,500-2,754-29%$1.4M$926.2K-$466.0K2026-10-16
Heritage Wealth Advisors
DECREASED6,7108,027-1,317-16%$1.2M$921.4K-$255.0K2026-11-09
Ariadne Wealth Management, LP
INCREASED6,7015,918+783+13%$867.3K$920.0K+$52.8K2026-11-06
Aviance Capital Partners, LLC
INCREASED6,6996,673+26+0%$977.9K$919.8K-$58.2K2026-10-29
Wiregrass Investment Management LLC
INCREASED6,6846,657+27+0%$975.5K$917.7K-$57.8K2026-11-05
Heritage Investment Group, Inc.
DECREASED6,6837,186-503-7%$1.1M$917.6K-$135.5K2026-11-03
Aviso Wealth Management
DECREASED6,6817,634-953-12%$1.1M$917.3K-$201.5K2026-11-04
University of Texas S AM Investment Management Co
DECREASED6,6708,990-2,320-26%$1.3M$915.8K-$401.7K2026-11-03
Union Savings Bank
INCREASED6,6636,620+43+1%$970.1K$914.8K-$55.3K2026-10-14
Bigelow Investment Advisors, LLC
DECREASED6,6627,087-425-6%$1.0M$914.7K-$123.9K2026-10-13
HCR Wealth Advisors
INCREASED6,6576,518+139+2%$955.3K$914.1K-$41.2K2026-10-15
J. Team Financial, Inc.
INCREASED6,6484,475+2,173+49%$655.9K$912.8K+$256.9K2026-11-03
Obermeyer Wealth Partners
DECREASED6,6457,002-357-5%$1.0M$912.4K-$113.8K2026-10-21
Peoples Financial Services Corp.
DECREASED6,62811,816-5,188-44%$1.7M$910.0K-$821.6K2026-10-20
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED6,61810,818-4,200-39%$1.6M$908.7K-$676.7K2026-10-21
Uniting Wealth Partners, LLC
DECREASED6,6066,811-205-3%$998.2K$907.0K-$91.1K2026-11-06
Meritas Wealth Management, LLC
DECREASED6,5846,624-40-1%$970.7K$904.0K-$66.8K2026-10-14
Essex Bank
DECREASED6,5837,166-583-8%$1.1M$903.8K-$146.3K2026-10-16
Mengis Capital Management, Inc.
DECREASED6,5738,098-1,525-19%$1.2M$902.5K-$284.3K2026-10-13
Associated Banc-Corp
DECREASED6,5527,212-660-9%$1.1M$899.6K-$157.3K2026-10-30
Financial Security Advisor, Inc.
DECREASED6,5277,652-1,125-15%$1.1M$896.2K-$225.2K2026-11-03
Verum Partners LLC
DECREASED6,5186,959-441-6%$1.0M$894.9K-$124.9K2026-10-21
Kesler, Norman & Wride, LLC
INCREASED6,5135,939+574+10%$870.4K$894.2K+$23.9K2026-11-06
Whalen Wealth Management Inc.
DECREASED6,5108,942-2,432-27%$1.3M$893.8K-$416.6K2026-10-08
WealthPLAN Partners, LLC
INCREASED6,5025,365+1,137+21%$786.3K$892.7K+$106.4K2026-10-15
Cypress Wealth Services, LLC
DECREASED6,5026,601-99-1%$967.3K$941.3K-$26.0K2026-10-21
Ping Capital Management, Inc.
INCREASED6,5004,500+2,000+44%$659.5K$892.5K+$233.0K2026-10-13
FAI Advisors, Inc.
DECREASED6,4976,618-121-2%$969.9K$892.0K-$77.8K2026-10-27
Leisure Capital Management
DECREASED6,4916,820-329-5%$999.5K$891.2K-$108.3K2026-11-03
1834 Investment Advisors Co
UNCHANGED6,4906,49000%$951.1K$891.1K-$60.0K2026-10-16
Roberts Wealth Advisors, LLC
DECREASED6,4886,499-110%$952.4K$890.8K-$61.6K2026-10-14
Avalon Capital Management
DECREASED6,4856,678-193-3%$978.7K$890.4K-$88.3K2026-11-04
Enterprise Financial Services Corp
DECREASED6,4746,537-63-1%$958.0K$888.9K-$69.1K2026-11-03
Revolve Wealth Partners, LLC
DECREASED6,4506,651-201-3%$974.7K$885.6K-$89.1K2026-10-23
First Affirmative Financial Network
NEW6,445—+6,445——$884.9K—2026-10-21
American Capital Advisory, LLC
DECREASED6,4417,699-1,258-16%$1.1M$884.4K-$243.9K2026-10-28
Creative Financial Designs Inc
INCREASED6,4376,186+251+4%$906.5K$883.7K-$22.8K2026-11-04
Graves Light Lenhart Wealth, Inc.
DECREASED6,4306,695-265-4%$981.1K$882.8K-$98.3K2026-10-09
Ascent Wealth Partners, LLC
DECREASED6,42340,739-34,316-84%$6.0M$881.9K-$5.1M2026-10-23
TBH Global Asset Management, LLC
DECREASED6,4136,584-171-3%$964.9K$880.5K-$84.3K2026-11-03
AMI Investment Management Inc
INCREASED6,4086,324+84+1%$926.8K$879.8K-$47.0K2026-10-27
Newman Dignan & Sheerar, Inc.
DECREASED6,3866,695-309-5%$981.2K$876.8K-$104.4K2026-10-21
Laraway Financial Advisors Inc
DECREASED6,3856,760-375-6%$990.7K$876.7K-$114.0K2026-11-09
Golden Reserve Retirement LLC
INCREASED6,3843,128+3,256+104%$458.4K$876.5K+$418.0K2026-11-02
Arta Finance Wealth Management LLC
DECREASED6,3837,098-715-10%$1.0M$873.2K-$167.1K2026-10-28
Altrius Capital Management Inc
UNCHANGED6,3586,35800%$931.8K$873.0K-$58.8K2026-11-05
Mizuho Markets Cayman LP
NEW6,357—+6,357——$872.8K—2026-11-09
Elevatus Welath Management
INCREASED6,3426,070+272+4%$889.5K$870.8K-$18.7K2026-10-19
Northside Capital Management, LLC
INCREASED6,3376,000+337+6%$879.3K$870.1K-$9.2K2026-10-13
Motco
INCREASED6,3335,731+602+11%$839.9K$869.5K+$29.6K2026-11-09
Moody Lynn Lieberson & Walker, LLC
DECREASED6,3308,248-1,918-23%$1.2M$869.1K-$339.6K2026-10-14
Three Bridge Wealth Advisors, LLC
DECREASED6,3236,367-44-1%$933.1K$868.1K-$64.9K2026-11-05
American National Bank & Trust
INCREASED6,3185,874+444+8%$860.8K$867.5K+$6.7K2026-10-07
Clarity Wealth Advisors, LLC
INCREASED6,2835,354+929+17%$784.6K$862.7K+$78.1K2026-10-21
Csenge Advisory Group
INCREASED6,2545,962+292+5%$873.7K$858.7K-$15.0K2026-11-04
Triangle Securities Wealth Management
DECREASED6,2328,240-2,008-24%$1.2M$855.6K-$352.0K2026-10-14
Alpha Advisors, LLC
DECREASED6,2326,376-144-2%$934.3K$855.6K-$78.8K2026-10-19
Radnor Capital Management, LLC
DECREASED6,2316,456-225-3%$946.1K$855.5K-$90.6K2026-10-23
Grandfield & Dodd, LLC
DECREASED6,2306,330-100-2%$927.7K$855.4K-$72.3K2026-10-29
Partners Wealth Management, LLC
NEW6,222—+6,222——$854.2K—2026-10-28
McKinley Carter Wealth Services, Inc.
DECREASED6,2046,390-186-3%$936.5K$851.8K-$84.6K2026-10-16
CNB Bank
DECREASED6,1926,352-160-3%$930.9K$850.2K-$80.7K2026-11-09
Tred Avon Family Wealth, LLC
DECREASED6,1916,267-76-1%$918.4K$850.0K-$68.4K2026-10-20
Concord Asset Management, LLC
DECREASED6,1768,038-1,862-23%$1.2M$847.9K-$330.1K2026-11-02
Prescott Group Capital Management, L.L.C.
UNCHANGED6,1766,17600%$905.1K$848.0K-$57.1K2026-10-30
Mystic Asset Management, Inc.
INCREASED6,1755,429+746+14%$795.6K$847.8K+$52.2K2026-10-15
Earned Wealth Advisors, LLC
INCREASED6,1515,500+651+12%$806.1K$844.5K+$38.5K2026-11-06
Alliance Wealth Advisors, LLC
DECREASED6,1269,158-3,032-33%$1.3M$841.2K-$500.9K2026-10-28
Leeward Financial Partners, LLC
DECREASED6,1246,126-20%$897.8K$840.8K-$56.9K2026-10-23
McHugh Group, LLC
INCREASED6,1116,099+12+0%$893.8K$839.0K-$54.7K2026-10-19
Strathmore Capital Advisors, Inc.
DECREASED6,1026,516-414-6%$827.9K$708.4K-$119.4K2026-11-09
Garrett Wealth Advisory Group, LLC
INCREASED6,0975,998+99+2%$879.0K$837.1K-$41.9K2026-10-22
LJI Wealth Management, LLC
DECREASED6,0846,288-204-3%$921.5K$835.3K-$86.2K2026-10-28
Werba Rubin Papier Wealth Management
DECREASED6,0746,159-85-1%$902.6K$834.0K-$68.6K2026-11-06
Traynor Capital Management, Inc.
DECREASED6,0486,119-71-1%$896.7K$830.4K-$66.3K2026-10-29
IFG Advisory, LLC
INCREASED6,0425,664+378+7%$830.0K$829.6K-$4512026-11-09
Beaton Management Co. Inc.
DECREASED6,0146,679-665-10%$979.0K$826-$978.2K2026-11-09
Karras Company, Inc.
DECREASED5,9956,036-41-1%$884.6K$823.1K-$61.6K2026-10-16
Greatmark Investment Partners, Inc.
INCREASED5,9765,776+200+3%$846.5K$820.5K-$26.0K2026-10-28
Capital Investment Advisory Services, LLC
DECREASED5,9697,231-1,262-17%$1.1M$819.1K-$240.6K2026-10-30
Nixon Peabody Trust Co
DECREASED5,9625,966-40%$874.3K$818.6K-$55.7K2026-10-23
TSG Advice Partners, LLC
NEW5,945—+5,945——$871.2K—2026-10-29
Regatta Capital Group, LLC
INCREASED5,9265,788+138+2%$848.3K$813.7K-$34.6K2026-10-23
First National Bank & Trust Co of Newtown
UNCHANGED5,9085,90800%$767.3K$772.0K+$4.7K2026-11-09
D'Orazio & Associates, Inc.
DECREASED5,8736,051-178-3%$886.8K$806.4K-$80.4K2026-11-04
Unique Wealth Strategies, LLC
UNCHANGED5,8535,85300%$857.8K$857.8K$02026-10-13
Investment Partners Asset Management, Inc.
DECREASED5,8455,884-39-1%$862.3K$802.5K-$59.8K2026-10-09
WealthCare Asset Management, LLC
DECREASED5,8206,912-1,092-16%$1.0M$799.1K-$213.9K2026-10-26
Tlwm
DECREASED5,8126,027-215-4%$883.3K$798.0K-$85.3K2026-10-09
Richwood Investment Advisors, LLC
UNCHANGED5,8105,81000%$851.5K$797.7K-$53.7K2026-10-30
Meriwether Wealth & Planning, LLC
DECREASED5,8015,919-118-2%$867.4K$796.5K-$71.0K2026-10-13
Certified Advisory Corp
INCREASED5,8015,748+53+1%$842.4K$796.5K-$45.9K2026-10-29
Professional Advisory Services Inc
DECREASED5,8005,804-40%$851$796-$552026-10-08
Tctc Holdings, LLC
INCREASED5,7875,594+193+3%$819.8K$794.6K-$25.2K2026-11-02
Walker Asset Management, LLC
INCREASED5,7855,578+207+4%$817.5K$794.3K-$23.2K2026-10-13
Barton Investment Management
UNCHANGED5,7855,78500%$847.8K$794.3K-$53.5K2026-10-27
Northwest Wealth Management, LLC
INCREASED5,7783,372+2,406+71%$494.2K$793.3K+$299.1K2026-10-30
Davidson Trust Co
DECREASED5,7705,919-149-3%$867.4K$792.2K-$75.2K2026-10-09
Folger Nolan Fleming Douglas Capital Management, Inc
DECREASED5,7655,795-30-1%$849.3K$791.6K-$57.7K2026-10-13
Anchor Capital Advisors LLC
UNCHANGED5,7505,75000%$842.7K$789.5K-$53.2K2026-11-05
Guidance Capital, Inc
DECREASED5,7405,957-217-4%$739.9K$684.4K-$55.5K2026-11-03
Duncker Streett & Co Inc
DECREASED5,7275,797-70-1%$849.5K$786.3K-$63.2K2026-10-27
Investors Asset Management of Georgia Inc
INCREASED5,7255,175+550+11%$758.4K$786.0K+$27.6K2026-10-20
Quantum Financial Advisors, LLC
INCREASED5,7215,544+177+3%$812.5K$785.5K-$27.0K2026-11-03
Childress Capital Advisors, LLC
DECREASED5,7136,454-741-11%$945.9K$784.3K-$161.5K2026-10-28
Winthrop Advisory Group LLC
INCREASED5,7055,546+159+3%$812.7K$783.3K-$29.4K2026-10-22
WPG Advisers, LLC
INCREASED5,6862,721+2,965+109%$398.8K$780.7K+$381.9K2026-10-27
Peregrine Asset Advisers, Inc.
DECREASED5,6635,935-272-5%$869.8K$777.5K-$92.2K2026-11-09
Exchange Bank
DECREASED5,6595,733-74-1%$840.2K$777.0K-$63.2K2026-10-07
Register Financial Advisors LLC
INCREASED5,6585,541+117+2%$812.1K$776.9K-$35.2K2026-10-23
Trust Co of the South
DECREASED5,6525,731-79-1%$839.9K$776.0K-$63.9K2026-10-21
Versant Capital Management, Inc
DECREASED5,6096,388-779-12%$936.2K$770.1K-$166.0K2026-10-02
Leslie Global Wealth, LLC
DECREASED5,5975,904-307-5%$865.2K$768.5K-$96.8K2026-10-26
Burton Enright Welch
INCREASED5,5874,596+991+22%$673.6K$767.1K+$93.5K2026-11-04
Fiscal Wisdom Wealth Management, LLC
INCREASED5,5865,583+3+0%$818.2K$767.0K-$51.3K2026-10-16
Macroview Investment Management LLC
INCREASED5,5785,481+97+2%$803.3K$765.8K-$37.5K2026-10-26
TruNorth Capital Management, LLC
INCREASED5,5775,525+52+1%$809.7K$765.7K-$44.0K2026-10-14
Insight 2811, Inc.
INCREASED5,5605,554+6+0%$813.9K$763.3K-$50.5K2026-11-06
TTP Investments, Inc.
INCREASED5,5545,532+22+0%$810.7K$762.6K-$48.1K2026-10-30
SeaCrest Wealth Management, LLC
INCREASED5,5535,528+25+0%$810.1K$762.4K-$47.7K2026-10-21
Studio Investment Management LLC
INCREASED5,5284,989+539+11%$731.1K$759.0K+$27.9K2026-10-22
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED5,5273,459+2,068+60%$506.9K$758.9K+$252.0K2026-10-14
Tandem Investment Partners LLC
DECREASED5,5255,655-130-2%$828.7K$758.6K-$70.2K2026-10-16
Beacon Financial Advisory LLC
INCREASED5,5245,308+216+4%$777.9K$758.4K-$19.5K2026-10-16
Quantum Private Wealth, LLC
DECREASED5,5205,546-260%$812.7K$757.8K-$54.9K2026-10-20
Atticus Wealth Management, LLC
INCREASED5,5175,388+129+2%$789.6K$757.4K-$32.2K2026-10-20
Tortuga Wealth Management, Inc
INCREASED5,5133,873+1,640+42%$567.5K$757.3K+$189.8K2026-10-27
Stockman Wealth Management, Inc.
UNCHANGED5,5045,50400%$806.6K$755.7K-$50.9K2026-10-27
Bowen Hanes & Co Inc
DECREASED5,4706,680-1,210-18%$982.7K$751.0K-$231.7K2026-11-09
NBH Bank
INCREASED5,4675,351+116+2%$784.2K$750.6K-$33.6K2026-11-05
L. Roy Papp & Associates, LLP
UNCHANGED5,4605,46000%$800.2K$749.7K-$50.5K2026-10-21
Plante Moran Financial Advisors, LLC
INCREASED5,4564,318+1,138+26%$632.8K$749.1K+$116.3K2026-11-04
Boyd Wealth Management, LLC
INCREASED5,4335,363+70+1%$785.9K$746.0K-$40.0K2026-10-20
SBK Financial, Inc.
UNCHANGED5,4005,40000%$791.4K$741.4K-$50.0K2026-11-02
Whitener Capital Management, Inc.
INCREASED5,3655,149+216+4%$754.6K$736.6K-$18.0K2026-10-15
Focused Wealth Management, Inc
INCREASED5,3564,381+975+22%$642.1K$735.3K+$93.3K2026-10-30
Silver OAK Securities, Incorporated
DECREASED5,3507,155-1,805-25%$1.0M$621.2K-$427.3K2026-11-09
Rinkey Investments
UNCHANGED5,3255,32500%$780.4K$731.1K-$49.3K2026-10-28
Advisory Solutions Group, LLC
INCREASED5,3213,410+1,911+56%$499.8K$730.6K+$230.8K2026-10-14
Brucke Financial, Inc.
DECREASED5,3145,390-76-1%$789.8K$729.5K-$60.3K2026-10-23
Income Insurance Ltd
UNCHANGED5,2975,29700%$776.3K$727.3K-$49.0K2026-10-21
Kestra Investment Management, LLC
DECREASED5,2789,371-4,093-44%$1.4M$724.7K-$648.6K2026-11-04
Alhambra Investment Management LLC
INCREASED5,2785,193+85+2%$761.0K$724.7K-$36.4K2026-10-15
Globalt Investments LLC / GA
DECREASED5,27423,907-18,633-78%$3.5M$724.1K-$2.8M2026-10-27
Shum Financial Group, Inc.
INCREASED5,2745,225+49+1%$765.7K$724.1K-$41.6K2026-10-13
PW Nova Financial Services LLC
DECREASED5,2709,356-4,086-44%$1.4M$723.5K-$647.5K2026-10-15
Allegheny Financial Group
INCREASED5,2695,224+45+1%$765.7K$723.5K-$42.2K2026-11-05
Clark Financial Services Group Inc
INCREASED5,2674,722+545+12%$692.0K$723.2K+$31.2K2026-10-19
E&G Advisors, LLC
INCREASED5,2594,284+975+23%$627.8K$722.1K+$94.2K2026-10-13
Argentarii, LLC
INCREASED5,2595,149+110+2%$749.1K$722.1K-$27.0K2026-10-28
JTC Employer Solutions Trustee Ltd
INCREASED5,2425,237+5+0%$769.0K$721-$768.3K2026-11-09
Advisory Advocates, LLC
INCREASED5,2384,377+861+20%$641.4K$719.1K+$77.7K2026-11-05
Potentia Wealth
UNCHANGED5,2205,22000%$765.0K$716.7K-$48.3K2026-11-09
Plimoth Trust Co LLC
INCREASED5,2144,660+554+12%$682.9K$715.9K+$33.0K2026-10-26
Banque Pictet & CIE SA
DECREASED5,2055,322-117-2%$779.9K$714.6K-$65.3K2026-10-16
Herold Advisors, Inc.
DECREASED5,2035,301-98-2%$777.0K$714.3K-$62.7K2026-10-19
Willow Creek Wealth Management Inc.
INCREASED5,2025,065+137+3%$742.3K$714.2K-$28.0K2026-10-26
Archford Capital Strategies, LLC
INCREASED5,2004,881+319+7%$715.3K$714.0K-$1.4K2026-10-19
Evanson Financial, LLC
DECREASED5,2005,399-199-4%$791.2K$714.0K-$77.2K2026-10-23
Veratis Advisors, Inc.
INCREASED5,1974,747+450+9%$695.7K$713.5K+$17.9K2026-11-03
Arcataur Capital Management LLC
UNCHANGED5,1875,18700%$760.2K$712.2K-$48.0K2026-10-21
Snider Financial Group
UNCHANGED5,1635,16300%$756.6K$708.9K-$47.8K2026-10-16
Outlook Wealth Advisors, LLC
DECREASED5,1435,560-417-7%$814.8K$706.2K-$108.6K2026-10-28
DeDora Capital, Inc.
DECREASED5,1275,491-364-7%$804.7K$704.0K-$100.8K2026-10-26
Occidental Asset Management, LLC
DECREASED5,1146,329-1,215-19%$927.5K$702.2K-$225.4K2026-11-05
Prentice Wealth Management LLC
DECREASED5,1145,224-110-2%$765.6K$702.2K-$63.4K2026-10-20
Global Trust Asset Management, LLC
DECREASED5,0995,199-100-2%$761.8K$700.0K-$61.8K2026-10-19
Trek Financial, LLC
DECREASED5,0955,180-85-2%$759.1K$699.5K-$59.6K2026-10-29
BLB&B Advisors, LLC
INCREASED5,0695,037+32+1%$738.2K$696.0K-$42.2K2026-10-27
Carter Financial Group, Inc.
DECREASED5,0665,113-47-1%$749.2K$695.6K-$53.7K2026-10-21
Brady Martz Wealth Solutions, LLC
DECREASED5,05110,086-5,035-50%$1.5M$693.5K-$784.6K2026-11-05
Prairiewood Capital, LLC
UNCHANGED5,0485,04800%$739.8K$693.1K-$46.7K2026-10-16
Swiss RE LTD
INCREASED5,0353,065+1,970+64%$449.2K$691.3K+$242.1K2026-11-06
MFA Wealth Services
DECREASED5,0355,128-93-2%$751.5K$691.3K-$60.1K2026-10-14
SmartHarvest Portfolios, LLC
DECREASED5,0267,092-2,066-29%$1.0M$690.1K-$349.2K2026-10-26
Mine & Arao Wealth Creation & Management, Llc.
INCREASED5,0235,011+12+0%$734.3K$689.7K-$44.6K2026-10-29
Ipswich Investment Management Co., Inc.
DECREASED5,0115,671-660-12%$831.0K$687.9K-$143.1K2026-10-13
Lyell Wealth Management, LP
INCREASED5,0084,682+326+7%$686.1K$687.6K+$1.5K2026-10-30
Roof Eidam Maycock Peralta, LLC
UNCHANGED5,0075,00700%$733.8K$687.5K-$46.3K2026-10-15
Gray Private Wealth, LLC
DECREASED5,0035,029-26-1%$737.1K$686.8K-$50.2K2026-10-28
Warren Street Wealth Advisors, LLC
DECREASED4,9805,130-150-3%$751.8K$683.8K-$68.0K2026-11-04
Appleton Partners Inc
DECREASED4,9795,016-37-1%$735.0K$684-$734.3K2026-10-30
Cullen Investment Group, Ltd.
DECREASED4,9775,154-177-3%$755.2K$683.8K-$71.5K2026-10-13
Morey & Quinn Wealth Partners, LLC
INCREASED4,9644,944+20+0%$724.5K$681.6K-$43.0K2026-10-28
Asahi Life Asset Management Co., Ltd.
INCREASED4,9583,704+1,254+34%$542.8K$680.7K+$137.9K2026-11-06
Jamison Private Wealth Management, Inc.
INCREASED4,9564,222+734+17%$618.7K$680.4K+$61.7K2026-10-14
Northbridge Financial Group, LLC
INCREASED4,9514,122+829+20%$604.1K$716.8K+$112.7K2026-11-05
Cardiff Park Advisors, LLC
INCREASED4,9184,916+2+0%$720.4K$675.3K-$45.2K2026-11-09
Mainsail Asset Management, LLC
INCREASED4,9173,700+1,217+33%$467.7K$711.8K+$244.1K2026-10-14
New Covenant Trust Company, N.A.
INCREASED4,9014,289+612+14%$628.6K$672.9K+$44.4K2026-10-08
Cromwell Holdings LLC
DECREASED4,8885,391-503-9%$790.1K$671.1K-$118.9K2026-10-28
Intrua Financial, LLC
DECREASED4,8714,879-80%$715.1K$668.7K-$46.3K2026-10-28
4J Wealth Management LLC
UNCHANGED4,8684,86800%$713.4K$668.4K-$45.0K2026-11-02
Birch Financial Group, LLC
INCREASED4,8454,085+760+19%$598.6K$665.2K+$66.5K2026-10-27
San Luis Wealth Advisors LLC
DECREASED4,8425,141-299-6%$753.4K$664.8K-$88.6K2026-10-27
Raleigh Capital Management Inc.
INCREASED4,8294,823+6+0%$706.8K$663.0K-$43.9K2026-10-28
Arsenal Capital Advisors LLC
DECREASED4,8265,534-708-13%$811.1K$662.7K-$148.4K2026-11-02
Lodestar Private Asset Management LLC
UNCHANGED4,8254,82500%$707.1K$662.5K-$44.6K2026-10-26
Fell Capital Management
DECREASED4,8165,141-325-6%$753.4K$661.2K-$92.2K2026-10-09
Lynx Investment Advisory
INCREASED4,8144,809+5+0%$704.8K$661.0K-$43.8K2026-10-27
Patrick M Sweeney & Associates, Inc
DECREASED4,8114,835-240%$708.6K$660.5K-$48.0K2026-10-22
Provident Living Financial Services, Inc.
INCREASED4,8083,807+1,001+26%$557.9K$628.3K+$70.4K2026-11-03
Riverbridge Partners LLC
DECREASED4,80013,685-8,885-65%$2.0M$659.0K-$1.3M2026-11-05
Samalin Investment Counsel, LLC
INCREASED4,7944,634+160+3%$679.1K$658.3K-$20.8K2026-10-23
Element Pointe Advisors, LLC
UNCHANGED4,7854,78500%$701.3K$657.0K-$44.3K2026-10-21
Cpwa, LLC
INCREASED4,7802,054+2,726+133%$301.0K$656.7K+$355.7K2026-11-04
TMB Capital Partners, LLC
INCREASED4,7724,672+100+2%$684.7K$655.2K-$29.5K2026-10-20
Fortem Financial Group, LLC
DECREASED4,7645,414-650-12%$793.5K$654.2K-$139.3K2026-10-20
True North Advisors, LLC
DECREASED4,7486,112-1,364-22%$895.7K$652.0K-$243.7K2026-10-22
Salvus Wealth Management, LLC
DECREASED4,7395,034-295-6%$737.7K$650.7K-$87.1K2026-10-13
Diligent Investors, LLC
DECREASED4,7325,201-469-9%$762.2K$649.8K-$112.5K2026-10-21
Bank of New Hampshire
DECREASED4,72610,692-5,966-56%$1.6M$648.9K-$918.0K2026-10-06
Columbia Bank
INCREASED4,7264,315+411+10%$632.4K$648.9K+$16.5K2026-10-29
Alpha Family Trust
UNCHANGED4,7204,72000%$691.7K$691.7K$02026-11-04
Atlas Capital Advisors Inc.
UNCHANGED4,7174,71700%$691.3K$4.9K-$686.4K2026-11-09
Essential Partners LLC
INCREASED4,7161,107+3,609+326%$162.2K$647.5K+$485.3K2026-10-14
LVM Capital Management LTD
DECREASED4,7025,011-309-6%$734$645.6K+$644.9K2026-10-20
Ifrah Financial Services, Inc.
DECREASED4,7017,557-2,856-38%$1.1M$645.4K-$462.0K2026-10-13
Optima Capital LLC
DECREASED4,69910,024-5,325-53%$1.5M$645.2K-$823.9K2026-10-29
Emprise Bank
UNCHANGED4,6824,68200%$686.1K$642.8K-$43.3K2026-10-07
Phoenix Wealth Advisors
INCREASED4,6644,208+456+11%$616.6K$640.4K+$23.8K2026-11-03
Avail Investment Partners, LLC
INCREASED4,6433,339+1,304+39%$489.4K$637.5K+$148.1K2026-10-16
Ignite Planners, LLC
INCREASED4,6414,276+365+9%$627.1K$641.9K+$14.9K2026-10-14
Total Clarity Wealth Management, Inc.
DECREASED4,6315,595-964-17%$820.0K$635.8K-$184.1K2026-10-26
Bank & Trust Co
UNCHANGED4,6264,62600%$677.9K$635.2K-$42.8K2026-10-07
Integrity Advisory Solutions, LLC
INCREASED4,6254,303+322+7%$630.6K$635.1K+$4.4K2026-10-29
Waterfront Wealth Inc.
INCREASED4,6243,667+957+26%$515.7K$605.7K+$90.1K2026-11-03
R Squared Ltd
DECREASED4,6195,684-1,065-19%$833.0K$634.2K-$198.8K2026-11-06
Middleton & Co Inc
DECREASED4,6104,800-190-4%$703.4K$633.0K-$70.5K2026-10-23
ICW Investment Advisors LLC
DECREASED4,6084,904-296-6%$718.6K$632.8K-$85.8K2026-10-27
Falcon Wealth Planning
INCREASED4,6054,589+16+0%$672.6K$632.3K-$40.3K2026-11-06
Junk Investment Group, LLC
INCREASED4,5874,576+11+0%$670.6K$629.8K-$40.8K2026-10-19
Woodard & Co Asset Management Group Inc
DECREASED4,5834,669-86-2%$684.2K$629.2K-$55.0K2026-11-03
First Command Advisory Services, Inc.
INCREASED4,5804,221+359+9%$618.6K$628.8K+$10.2K2026-11-05
Five Oceans Advisors
DECREASED4,5804,929-349-7%$722.3K$628.8K-$93.5K2026-10-22
BlueSky Wealth Advisors, LLC
INCREASED4,5663,764+802+21%$551.7K$627.0K+$75.3K2026-10-29
Burns J W & Co Inc
DECREASED4,5644,746-182-4%$695.5K$626.6K-$68.9K2026-10-20
GS Investments, Inc.
DECREASED4,5604,615-55-1%$676.3K$626.1K-$50.2K2026-11-05
Elser Financial Planning, Inc
DECREASED4,5494,571-220%$669.9K$624.6K-$45.3K2026-10-16
Orser Capital Management, LLC
DECREASED4,5474,930-383-8%$722.5K$624.3K-$98.2K2026-10-13
Lodestone Wealth Management LLC
DECREASED4,5445,211-667-13%$763.7K$623.9K-$139.8K2026-10-14
Wisconsin Wealth Advisors, LLC
INCREASED4,5404,507+33+1%$660.5K$623.3K-$37.2K2026-10-08
Financial Perspectives, Inc
UNCHANGED4,5334,53300%$664.4K$622.4K-$41.9K2026-11-03
Pekin Hardy Strauss, Inc.
INCREASED4,5301,955+2,575+132%$286.5K$622.0K+$335.5K2026-11-02
Prevail Innovative Wealth Advisors, LLC
INCREASED4,5251,602+2,923+182%$234.8K$649.6K+$414.8K2026-10-20
Vista Investment Partners LLC
DECREASED4,4944,518-24-1%$662.1K$617.0K-$45.1K2026-10-08
Arista Wealth Management, LLC
DECREASED4,4886,447-1,959-30%$944.8K$616.2K-$328.6K2026-10-29
Southern Capital Advisors, LLC
INCREASED4,4804,463+17+0%$654.0K$615.1K-$38.9K2026-10-26
McLean Asset Management Corp
DECREASED4,4684,918-450-9%$638.8K$514.5K-$124.3K2026-11-06
Sunpointe, LLC
DECREASED4,46511,001-6,536-59%$1.6M$613.1K-$999.1K2026-10-22
Auxano Advisors, LLC
DECREASED4,4434,838-395-8%$709.0K$610.0K-$99.0K2026-11-06
Signature Resources Capital Management, LLC
INCREASED4,4384,419+19+0%$647.7K$609.3K-$38.4K2026-10-16
Ballast, Inc.
UNCHANGED4,4264,42600%$648.6K$607.7K-$40.9K2026-10-20
Diversified Management Inc
DECREASED4,4194,907-488-10%$719.1K$606.8K-$112.3K2026-10-08
Canopy Partners, LLC
DECREASED4,4104,754-344-7%$696.7K$605.5K-$91.2K2026-10-28
Sunbeam Capital Management, LLC
DECREASED4,3984,678-280-6%$685.5K$603.8K-$81.7K2026-11-05
Heartwood Wealth Advisors LLC
DECREASED4,3944,405-110%$645.6K$603.3K-$42.3K2026-10-05
Norris Perne & French LLP
INCREASED4,3934,388+5+0%$643.1K$603.2K-$39.9K2026-10-23
Gilpin Wealth Management, LLC
INCREASED4,3854,238+147+3%$621.1K$602.1K-$19.0K2026-10-09
Eagle Wealth Strategies LLC
DECREASED4,3844,495-111-2%$658.7K$602.0K-$56.7K2026-10-20
Affiance Financial, LLC
INCREASED4,3684,349+19+0%$637.4K$599.7K-$37.7K2026-10-15
Rosenberg Matthew Hamilton
INCREASED4,3504,262+88+2%$624.6K$597.3K-$27.3K2026-10-05
Crumly & Associates Inc.
INCREASED4,3423,278+1,064+32%$480.4K$596.2K+$115.8K2026-10-07
Flynn Zito Capital Management, LLC
INCREASED4,3354,277+58+1%$626.9K$595.3K-$31.6K2026-11-04
Opal Wealth Advisors, LLC
DECREASED4,3304,377-47-1%$641.5K$594.5K-$46.9K2026-10-16
Aurora Private Wealth, Inc.
INCREASED4,3272,152+2,175+101%$315.0K$594-$314.4K2026-10-20
Bernardo Wealth Planning LLC
INCREASED4,3221,984+2,338+118%$290.8K$593.4K+$302.7K2026-10-23
BAR Harbor Wealth Management
DECREASED4,3194,577-258-6%$670.8K$593.0K-$77.8K2026-10-21
Ascentis Wealth Management, LLC
INCREASED4,3073,966+341+9%$581.2K$591.3K+$10.1K2026-11-03
Trilogy Capital Inc.
INCREASED4,3013,930+371+9%$575.9K$590.5K+$14.6K2026-10-20
Global Assets Advisory, LLC
INCREASED4,2963,739+557+15%$538.1K$617.1K+$79.0K2026-10-28
Bellwether Advisors, LLC
DECREASED4,2944,326-32-1%$634.0K$589.6K-$44.4K2026-11-09
Schneider Downs Wealth Management Advisors, LP
INCREASED4,2933,721+572+15%$545.3K$589.5K+$44.2K2026-10-27
Sound Income Strategies, LLC
DECREASED4,2934,768-475-10%$698.7K$582.6K-$116.2K2026-10-09
Strategic Advisors LLC
DECREASED4,2924,789-497-10%$701.9K$589.4K-$112.5K2026-10-13
Patton Albertson Miller Group, LLC
DECREASED4,2894,329-40-1%$634.4K$588.9K-$45.5K2026-10-26
Lecap Asset Management LTD
NEW4,281—+4,281——$587.8K—2026-10-27
Compass Ion Advisors, LLC
INCREASED4,2703,899+371+10%$571.4K$586.3K+$14.9K2026-10-23
Fortis Capital Advisors, LLC
DECREASED4,2656,914-2,649-38%$1.0M$585.6K-$427.7K2026-11-09
Armbruster Capital Management, Inc.
DECREASED4,2644,390-126-3%$643.4K$585.4K-$57.9K2026-10-19
Syntax Research, Inc.
INCREASED4,2563,200+1,056+33%$469.0K$584.3K+$115.4K2026-11-04
Brown, Lisle Ings, Inc.
DECREASED4,2544,464-210-5%$654.2K$584.1K-$70.1K2026-10-16
Defined Wealth Management, LLC
INCREASED4,2414,215+26+1%$617.7K$582.3K-$35.4K2026-10-19
Rossby Financial, LCC
DECREASED4,2404,626-386-8%$678.0K$582.2K-$95.8K2026-11-05
Wealth Effects LLC
DECREASED4,2306,005-1,775-30%$880.1K$580.8K-$299.2K2026-10-23
GK Wealth Management LLC
DECREASED4,2254,801-576-12%$703.7K$580.1K-$123.6K2026-10-09
Ironwood Financial, llc
INCREASED4,2124,209+3+0%$553.7K$578.3K+$24.7K2026-10-20
Onyx Financial Advisors, LLC
INCREASED4,2014,183+18+0%$613.1K$576.7K-$36.3K2026-10-21
Comprehensive Financial Consultants Institutional, Inc.
UNCHANGED4,1994,19900%$615.4K$576.5K-$38.8K2026-10-15
S.A. Mason LLC
INCREASED4,1964,166+30+1%$610.6K$576.1K-$34.4K2026-10-13
Florida Financial Advisors, LLC
DECREASED4,1925,232-1,040-20%$767.1K$575.6K-$191.6K2026-11-09
Meramec Financial Planners, LLC
INCREASED4,1904,166+24+1%$499.5K$486.5K-$13.0K2026-11-09
Orca Wealth Management, LLC
INCREASED4,1844,150+34+1%$608.2K$574.4K-$33.7K2026-10-14
Beacon Capital Management, LLC
INCREASED4,1814,046+135+3%$592.9K$574.1K-$18.8K2026-10-23
Piedmont Capital Management, LLC
INCREASED4,1744,165+9+0%$610.4K$573.1K-$37.3K2026-10-21
Wellington Grp LLC
DECREASED4,16822,036-17,868-81%$3.2M$572.3K-$2.7M2026-11-06
ADE, LLC
INCREASED4,1664,159+7+0%$609.5K$572.0K-$37.5K2026-10-29
SJS Investment Consulting Inc.
INCREASED4,1581,445+2,713+188%$211.8K$571.0K+$359.1K2026-10-26
Beacon Bank & Trust
DECREASED4,1454,407-262-6%$645.8K$569.1K-$76.7K2026-10-27
NTV Asset Management LLC
UNCHANGED4,1454,14500%$607.5K$569.1K-$38.3K2026-10-23
Leo Wealth, LLC
NEW4,144—+4,144——$569.0K—2026-10-26
NewSquare Capital LLC
DECREASED4,1424,518-376-8%$662.1K$568.7K-$93.4K2026-11-06
PFG Advisors
DECREASED4,1276,227-2,100-34%$912.6K$566.6K-$346.0K2026-10-16
Probity Advisors, Inc.
DECREASED4,1134,240-127-3%$621.4K$564.8K-$56.7K2026-10-23
Harbor Capital Advisors, Inc.
NEW4,105—+4,105——$564—2026-10-22
Mezzasalma Advisors, LLC
INCREASED4,0923,936+156+4%$576.8K$561.8K-$15.0K2026-10-14
Retirement Planning Group, LLC
INCREASED4,0892,700+1,389+51%$395.7K$561.5K+$165.8K2026-10-19
Sylvest Advisors, LLC
DECREASED4,0884,322-234-5%$633.4K$561.3K-$72.1K2026-10-26
Telos Capital Management, Inc.
INCREASED4,0783,494+584+17%$512.0K$559.9K+$47.9K2026-11-02
Kaydan Wealth Management, Inc.
DECREASED4,0644,110-46-1%$602.3K$558.0K-$44.3K2026-10-08
Hardworking Capital Advisors, LLC
DECREASED4,0626,060-1,998-33%$888.1K$557.7K-$330.4K2026-10-20
Financial Partners Group, Inc
DECREASED4,0624,104-42-1%$601.4K$557.7K-$43.8K2026-10-19
Uptick Partners, LLC
INCREASED4,0413,219+822+26%$471.7K$554.8K+$83.0K2026-11-04
Coerente Capital Management
DECREASED4,0404,070-30-1%$596.5K$554.7K-$41.8K2026-10-29
Pictet North America Advisors SA
INCREASED4,0252,300+1,725+75%$337.1K$552.6K+$215.6K2026-10-21
AGH Wealth Advisors, LLC
INCREASED4,0203,671+349+10%$538.0K$552.0K+$14.0K2026-10-26
SGL Investment Advisors, Inc.
INCREASED4,0083,666+342+9%$553.7K$465.3K-$88.4K2026-11-09
Mosley Wealth Management
INCREASED4,0023,601+401+11%$527.7K$538.2K+$10.5K2026-10-16
Sonata Capital Group Inc
UNCHANGED4,0004,00000%$586.2K$549.2K-$37.0K2026-10-19
Affinity Capital Advisors, LLC
DECREASED3,9994,132-133-3%$594.0K$565.5K-$28.5K2026-10-13
High Note Wealth, LLC
INCREASED3,9793,958+21+1%$580.0K$546.3K-$33.7K2026-10-27
JBR Co Financial Management Inc
DECREASED3,9744,165-191-5%$610.4K$566.3K-$44.1K2026-10-13
Greater Midwest Financial Group, LLC
INCREASED3,9733,960+13+0%$580.3K$545.5K-$34.8K2026-10-13
Smith Salley Wealth Management
INCREASED3,9713,655+316+9%$535.7K$545.3K+$9.6K2026-11-03
Revisor Wealth Management LLC
DECREASED3,9664,199-233-6%$615.4K$521.8K-$93.5K2026-10-20
Bellecapital International Ltd.
UNCHANGED3,9643,96400%$580.9K$544.3K-$36.7K2026-10-21
LifeGoal Investments, LLC
INCREASED3,9611,417+2,544+180%$207.7K$543.8K+$336.2K2026-10-09
Chapin Davis, Inc.
DECREASED3,9364,072-136-3%$596.8K$540.4K-$56.4K2026-10-09
Security Financial Services, Inc.
DECREASED3,9344,113-179-4%$602.8K$540.2K-$62.7K2026-10-29
Monarch Capital Management Inc
UNCHANGED3,9343,93400%$576.5K$540.1K-$36.4K2026-10-19
Greykasell Wealth Strategies, Inc.
UNCHANGED3,9013,90100%$571.7K$535.6K-$36.1K2026-11-09
Allegiance Financial Group Advisory Services LLC
NEW3,899—+3,899——$535.3K—2026-11-02
Payden & Rygel
UNCHANGED3,8903,89000%$570.0K$534-$569.5K2026-10-28
Wendell David Associates Inc
UNCHANGED3,8853,88500%$569.0K$533-$568.5K2026-10-27
McGlone Suttner Wealth Management, Inc.
INCREASED3,8652,943+922+31%$431.2K$530.6K+$99.4K2026-10-13
Rebalance, LLC
DECREASED3,8583,900-42-1%$571.5K$529.7K-$41.8K2026-10-22
Ninety One UK Ltd
NEW3,830—+3,830——$525.9K—2026-10-15
Able Wealth Management LLC
INCREASED3,8302,138+1,692+79%$275.5K$545.7K+$270.2K2026-10-13
Tannin Capital LLC
INCREASED3,8252,890+935+32%$423.5K$525.2K+$101.6K2026-11-05
Silver Grove Financial Group, Inc.
INCREASED3,8093,092+717+23%$453.1K$522.9K+$69.9K2026-11-05
TCI Wealth Advisors, Inc.
DECREASED3,8045,121-1,317-26%$750.5K$522.3K-$228.2K2026-10-30
Ameliora Wealth Management Ltd.
INCREASED3,7943,629+165+5%$531.8K$520.9K-$10.9K2026-10-23
Weaver Consulting Group
INCREASED3,7712,776+995+36%$406.8K$517.7K+$110.9K2026-10-07
Aries Wealth Management
UNCHANGED3,7613,76100%$551.2K$516.4K-$34.8K2026-10-23
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED3,7583,75800%$550.7K$516.0K-$34.8K2026-10-28
RKL Wealth Management LLC
INCREASED3,7523,120+632+20%$457.3K$515.1K+$57.8K2026-10-16
Heritage Investors Management Corp
DECREASED3,7523,826-74-2%$561.0K$515-$560.5K2026-10-29
Unique Wealth, LLC
DECREASED3,7463,845-99-3%$563.5K$514.3K-$49.2K2026-10-16
Shelton Wealth Management, LLC
INCREASED3,7442,236+1,508+67%$327.7K$514.1K+$186.5K2026-10-16
United Community Bank
UNCHANGED3,7363,73600%$547.5K$513.0K-$34.6K2026-10-28
Wealth Alliance Advisory Group, LLC
INCREASED3,7283,211+517+16%$470.6K$511.9K+$41.3K2026-10-14
Clarus Wealth Advisors
INCREASED3,7262,940+786+27%$413.0K$526.8K+$113.7K2026-10-13
VUB Generali dochodkova spravcovska spolocnost, a.s.
UNCHANGED3,7263,72600%$546.0K$511.6K-$34.5K2026-10-26
Heritage Wealth Management, Inc.
INCREASED3,7223,701+21+1%$542.4K$511.0K-$31.4K2026-10-27
Birch Capital Management, LLC
UNCHANGED3,7073,70700%$543.3K$509.0K-$34.3K2026-10-27
SkyOak Wealth, LLC
DECREASED3,7006,200-2,500-40%$908.6K$508.0K-$400.6K2026-10-28
LMG Wealth Partners, LLC
NEW3,699—+3,699——$507.9K—2026-11-05
Old Port Advisors
DECREASED3,6974,761-1,064-22%$697.8K$507.7K-$190.1K2026-10-23
Pinnacle Wealth Management Group, Inc.
UNCHANGED3,6963,69600%$541.6K$507.5K-$34.2K2026-10-15
Evermay Wealth Management LLC
INCREASED3,6933,618+75+2%$530.2K$507.0K-$23.2K2026-11-05
Fairvoy Private Wealth, LLC
INCREASED3,6803,641+39+1%$533.6K$505.3K-$28.3K2026-10-19
Signature Wealth Management Partners, LLC
DECREASED3,6713,870-199-5%$567.2K$504.1K-$63.1K2026-10-21
MW Advisory, LLC
INCREASED3,6592,896+763+26%$424.5K$502.4K+$78.0K2026-10-19
Moisand Fitzgerald Tamayo, LLC
INCREASED3,6583,638+20+1%$533.1K$502.2K-$30.9K2026-10-15
Apollon Financial, LLC
DECREASED3,6553,791-136-4%$555.6K$501.8K-$53.8K2026-10-23
Invenio Wealth Partners LLC
INCREASED3,6543,607+47+1%$528.6K$501.7K-$26.9K2026-10-20
Congress Park Capital LLC
DECREASED3,65010,608-6,958-66%$1.6M$501.1K-$1.1M2026-10-13
Founders Financial Securities LLC
DECREASED3,64611,522-7,876-68%$1.7M$500.6K-$1.2M2026-10-28
Diversified Portfolios, Inc.
DECREASED3,6424,196-554-13%$614.9K$500.0K-$114.9K2026-11-04
RMR Wealth Builders
DECREASED3,61522,379-18,764-84%$3.3M$496.3K-$2.8M2026-10-22
Blue Bell Private Wealth Management, LLC
INCREASED3,6063,509+97+3%$514.2K$495.1K-$19.1K2026-10-29
Murphy, Middleton, Hinkle & Parker, Inc.
DECREASED3,5943,890-296-8%$570.1K$493.5K-$76.6K2026-10-15
Cape ANN Savings Bank
DECREASED3,5936,052-2,459-41%$886.9K$493.3K-$393.6K2026-11-09
Inscription Capital, LLC
DECREASED3,5916,689-3,098-46%$980.3K$493.0K-$487.3K2026-11-02
Thoma Capital Management LLC
INCREASED3,5883,577+11+0%$524.3K$492.7K-$31.6K2026-10-19
Canton Hathaway, LLC
UNCHANGED3,5853,58500%$525.4K$492.2K-$33.2K2026-10-23
Tcfg Investment Advisors, LLC
DECREASED3,5844,333-749-17%$635.0K$492.1K-$142.9K2026-10-20
Eclectic Associates Inc
INCREASED3,5833,579+4+0%$524.4K$491.9K-$32.5K2026-10-09
Manchester Financial Inc
DECREASED3,5823,627-45-1%$531.5K$491.8K-$39.7K2026-10-15
Kornitzer Capital Management Inc
DECREASED3,5815,156-1,575-31%$755.6K$491.7K-$263.9K2026-11-03
Finivi Inc.
INCREASED3,5763,389+187+6%$496.6K$491.0K-$5.6K2026-10-13
Mitchell Sinkler & Starr
UNCHANGED3,5753,57500%$523.9K$490.8K-$33.1K2026-10-13
J. Derek Lewis & Associates Inc.
INCREASED3,5692,844+725+25%$416.8K$490.1K+$73.3K2026-11-03
DLK Investment Management, LLC
INCREASED3,5621,498+2,064+138%$211.5K$489.1K+$277.5K2026-10-09
Lake Street Private Wealth, LLC
INCREASED3,5553,299+256+8%$483.5K$488.1K+$4.6K2026-10-22
NWF Advisory Services Inc.
DECREASED3,5544,341-787-18%$636.2K$488.0K-$148.2K2026-10-19
Keystone Wealth Services, LLC
DECREASED3,5503,552-20%$520.6K$489.1K-$31.4K2026-11-03
Simon Quick Advisors, LLC
DECREASED3,5483,631-83-2%$532.1K$487.1K-$45.0K2026-10-26
Odyssey Capital Advisors, Inc.
DECREASED3,5473,886-339-9%$569.5K$487.0K-$82.5K2026-10-26
SilverOak Wealth Management LLC
INCREASED3,5323,209+323+10%$470.3K$484.9K+$14.7K2026-10-29
Abel Hall, LLC
INCREASED3,5292,364+1,165+49%$346.5K$484.5K+$138.1K2026-10-19
Novem Group
INCREASED3,5073,460+47+1%$507.0K$481.6K-$25.4K2026-10-19
Cheviot Value Management, LLC
UNCHANGED3,5043,50400%$513.5K$481.1K-$32.4K2026-11-09
Windsor Capital Management, LLC
INCREASED3,4963,491+5+0%$511.7K$480.0K-$31.7K2026-10-13
N.E.W. Advisory Services LLC
INCREASED3,4953,386+109+3%$496.3K$479.9K-$16.4K2026-11-09
Aafmaa Wealth Management & Trust LLC
INCREASED3,4893,299+190+6%$483.5K$479.0K-$4.4K2026-10-14
PFC Capital Group, Inc.
DECREASED3,4883,493-50%$511.0K$478.9K-$32.1K2026-11-06
Tranquility Partners, LLC
INCREASED3,4823,474+8+0%$509.1K$478.1K-$31.0K2026-10-20
Level Wealth Management LLC
INCREASED3,4773,304+173+5%$484.2K$477.4K-$6.8K2026-10-23
CPC Advisors, LLC
DECREASED3,46620,469-17,003-83%$3.0M$475.9K-$2.5M2026-10-21
Q Fund Management (Hong Kong) Ltd
NEW3,460—+3,460——$475.1K—2026-10-14
Consolidated Capital Management, LLC
UNCHANGED3,4573,45700%$506.6K$474.6K-$32.0K2026-10-13
Split Creek LLC DBA Split Creek Capital LLC
NEW3,455—+3,455——$474.4K—2026-11-02
Rasp Wealth Solutions, LLC
DECREASED3,4493,452-30%$505.9K$473.6K-$32.4K2026-11-06
Roble, Belko & Company, Inc
DECREASED3,4433,468-25-1%$508.0K$473-$507.5K2026-11-09
Natural Investments, LLC
INCREASED3,4363,270+166+5%$479.0K$471.7K-$7.3K2026-11-06
May Hill Capital, LLC
INCREASED3,4323,095+337+11%$453.6K$471.2K+$17.6K2026-11-03
Commonwealth Financial Services, LLC
DECREASED3,4313,507-76-2%$514.0K$471.1K-$42.9K2026-10-20
Tilson Financial Group, Inc.
DECREASED3,4303,435-50%$503.4K$470.9K-$32.5K2026-11-09
Emerald Advisors, LLC
UNCHANGED3,4233,42300%$501.6K$470.0K-$31.7K2026-10-13
Foster Dykema Cabot & Partners, LLC
INCREASED3,3972,787+610+22%$408.4K$466.4K+$58.0K2026-10-30
Mustard Seed Financial, LLC
UNCHANGED3,3973,39700%$497.9K$466.5K-$31.4K2026-10-30
Royal Harbor Partners, LLC
DECREASED3,3943,395-10%$497.5K$466.0K-$31.5K2026-10-29
Atwood & Palmer Inc
UNCHANGED3,3843,38400%$495.9K$464.6K-$31.3K2026-10-08
Cornell Pochily Investment Advisors, Inc.
DECREASED3,3753,500-125-4%$512.9K$463.4K-$49.5K2026-10-19
DiNuzzo Private Wealth, Inc.
DECREASED3,3743,377-30%$494.9K$463.3K-$31.7K2026-10-16
Ejmk Ventures LLC
DECREASED3,3593,898-539-14%$571.2K$461.2K-$110.0K2026-10-21
TriaGen Wealth Management LLC
UNCHANGED3,3573,35700%$492.0K$460.9K-$31.1K2026-10-14
Southland Equity Partners LLC
INCREASED3,3352,655+680+26%$389.1K$457.9K+$68.9K2026-10-14
Lester Murray Antman dba SimplyRich
DECREASED3,3333,363-30-1%$492.0K$457.6K-$34.4K2026-11-06
Almanack Investment Partners, Llc.
INCREASED3,3322,748+584+21%$402.7K$457.5K+$54.8K2026-11-03
ARS Wealth Advisors Group, LLC
INCREASED3,3273,321+6+0%$486.7K$456.8K-$29.8K2026-10-16
Chiron Capital Management, LLC
INCREASED3,3121,614+1,698+105%$236.5K$454.7K+$218.2K2026-10-15
Gould Asset Management LLC
DECREASED3,3063,314-80%$485.7K$453.9K-$31.8K2026-11-06
Alterna Wealth Management, Inc
INCREASED3,3021,932+1,370+71%$283.1K$453.4K+$170.2K2026-10-27
Southern Financial Group, LLC
DECREASED3,3023,344-42-1%$490.1K$453.4K-$36.7K2026-10-30
Summit Asset Management, LLC
DECREASED3,3023,329-27-1%$487.9K$453.4K-$34.5K2026-11-05
Eagle Wealth Advisors LLC
INCREASED3,2913,224+67+2%$472.5K$451.9K-$20.6K2026-10-20
Private Client Services, LLC
DECREASED3,2883,388-100-3%$496.6K$451.5K-$45.1K2026-10-02
Maple Capital Management, Inc.
DECREASED3,2873,863-576-15%$566.1K$451.3K-$114.8K2026-11-02
Rainier Family Wealth Inc
DECREASED3,2853,573-288-8%$523.6K$451.0K-$72.6K2026-11-02
Costello Asset Management, Inc
INCREASED3,2823,229+53+2%$473.2K$450.6K-$22.6K2026-10-30
waypoint wealth counsel
NEW3,281—+3,281——$450.5K—2026-10-22
Centurion Wealth Management LLC
DECREASED3,2793,324-45-1%$487.2K$450.1K-$37.0K2026-10-13
Flagstone Financial Management
INCREASED3,2793,278+1+0%$480.5K$450.3K-$30.2K2026-11-05
Allen Mooney & Barnes Investment Advisors LLC
INCREASED3,2773,274+3+0%$479.8K$450.0K-$29.9K2026-10-08
Bullock Wealth Management Group
INCREASED3,2633,233+30+1%$460.7K$450.5K-$10.1K2026-10-09
Connecticut Capital Management Group, LLC
INCREASED3,2613,198+63+2%$468.7K$447.7K-$20.9K2026-10-29
Whelan Financial
INCREASED3,2502,814+436+15%$412.4K$446.2K+$33.8K2026-10-28
Independent Solutions Wealth Management, LLC
INCREASED3,2493,228+21+1%$473.1K$446.1K-$27.0K2026-10-28
Goldstein Advisors, LLC
DECREASED3,2423,281-39-1%$480.8K$445.1K-$35.7K2026-10-15
Balefire, LLC
DECREASED3,2374,763-1,526-32%$698.0K$444.5K-$253.6K2026-10-09
First Heartland Consultants, Inc.
INCREASED3,2332,277+956+42%$333.7K$443.9K+$110.2K2026-10-08
Greenwood Gearhart LLC
INCREASED3,2333,123+110+4%$457.7K$443.9K-$13.8K2026-11-02
Cahaba Wealth Management, Inc.
INCREASED3,2273,187+40+1%$467.1K$443.1K-$24.0K2026-10-26
CGN Advisors LLC
DECREASED3,2223,458-236-7%$506.8K$442.4K-$64.3K2026-10-21
Johnson Bixby & Associates, LLC
UNCHANGED3,2203,22000%$471.9K$442.1K-$29.8K2026-10-14
Kelman-Lazarov, Inc.
INCREASED3,2171,649+1,568+95%$241.7K$441.7K+$200.0K2026-11-09
Petros Family Wealth, LLC
INCREASED3,2152,319+896+39%$339.8K$441.4K+$101.6K2026-10-28
Legacy Private Trust Co.
DECREASED3,2087,437-4,229-57%$1.1M$440.5K-$649.4K2026-10-06
BankPlus Trust Department
DECREASED3,1943,902-708-18%$571.8K$438.5K-$133.3K2026-11-06
Lee Financial Co
DECREASED3,1836,036-2,853-47%$884.6K$437.0K-$447.6K2026-10-16
Grey Fox Wealth Advisors, LLC
INCREASED3,1752,940+235+8%$430.8K$435.9K+$5.2K2026-11-03
Brendel Financial Advisors LLC
UNCHANGED3,1693,16900%$464.4K$435.1K-$29.3K2026-11-09
Sacks & Associates, LLC
DECREASED3,1673,609-442-12%$468.8K$434.9K-$33.9K2026-10-09
TFR Capital, Llc.
DECREASED3,1663,596-430-12%$527.0K$434.7K-$92.3K2026-11-09
Tobam
DECREASED3,16130,563-27,402-90%$4.5M$434-$4.5M2026-11-03
Jacobsen Capital Management
DECREASED3,1523,225-73-2%$472.6K$432.8K-$39.9K2026-10-27
Orca Investment Management, LLC
UNCHANGED3,1493,14900%$461.5K$432.4K-$29.1K2026-10-29
SeaBridge Investment Advisors LLC
INCREASED3,1412,040+1,101+54%$299.0K$431.3K+$132.3K2026-11-02
Gerber, LLC
INCREASED3,1413,139+2+0%$460.0K$431.2K-$28.8K2026-10-21
Hoxton Planning & Management, LLC
DECREASED3,1343,263-129-4%$478.2K$430.3K-$47.9K2026-10-15
Golden State Wealth Management, LLC
DECREASED3,1313,189-58-2%$467.5K$429.9K-$37.6K2026-11-02
XY Planning Network, Inc.
INCREASED3,1272,868+259+9%$420.3K$429.3K+$9.0K2026-10-14
Channel Wealth LLC
DECREASED3,1237,413-4,290-58%$1.1M$428.8K-$657.6K2026-11-06
Embree Financial Group
DECREASED3,1183,219-101-3%$471.8K$428.1K-$43.7K2026-10-22
Arvest Investments, Inc.
INCREASED3,1012,731+370+14%$400.2K$425.8K+$25.5K2026-10-21
Steel Grove Capital Advisors, LLC
INCREASED3,0992,928+171+6%$429.1K$425.5K-$3.6K2026-10-13
Moran Wealth Management, LLC
INCREASED3,0983,033+65+2%$444.5K$425.4K-$19.1K2026-10-22
Independent Wealth Network Inc.
INCREASED3,0882,519+569+23%$369.1K$424.0K+$54.8K2026-10-19
LifeWealth Investments, LLC
INCREASED3,0883,016+72+2%$442.0K$424.0K-$18.0K2026-10-21
Capstone Wealth Management, LLC
INCREASED3,0831,867+1,216+65%$273.6K$423.3K+$149.7K2026-11-02
Tenet Wealth Partners, LLC
DECREASED3,0773,121-44-1%$374.2K$422.5K+$48.3K2026-10-19
Baldwin Wealth Partners LLC
DECREASED3,0743,100-26-1%$454.3K$422.1K-$32.2K2026-10-13
Members Wealth LLC
DECREASED3,0713,272-201-6%$479.5K$440.9K-$38.6K2026-10-20
Catalyst Investment Management LLC
INCREASED3,0692,866+203+7%$420.0K$421.4K+$1.4K2026-10-21
LVW Advisors, LLC
DECREASED3,0665,412-2,346-43%$793.1K$421.0K-$372.2K2026-10-19
Watershed Private Wealth LLC
DECREASED3,0664,557-1,491-33%$667.8K$421.0K-$246.9K2026-10-30
Gibson Capital, LLC
DECREASED3,0653,115-50-2%$456.5K$420.8K-$35.7K2026-10-23
Lynch & Associates
DECREASED3,0643,294-230-7%$482.7K$420.7K-$62.0K2026-10-13
High Net Worth Advisory Group LLC
INCREASED3,0562,306+750+33%$338.0K$419.7K+$81.7K2026-10-26
Stone Summit Wealth LLC
DECREASED3,0563,059-30%$448.3K$419.5K-$28.7K2026-10-14
Paradigm Asset Management Co LLC
UNCHANGED3,0503,05000%$447.0K$418.8K-$28.2K2026-11-05
Shearwater Capital LLC
INCREASED3,0482,885+163+6%$422.8K$418.5K-$4.3K2026-10-13
MMA Asset Management LLC
INCREASED3,0432,741+302+11%$401.7K$417.8K+$16.1K2026-11-02
Birchwood Financial Partners, Inc.
INCREASED3,0423,018+24+1%$442.3K$417.7K-$24.6K2026-11-02
Aire Advisors, LLC
DECREASED3,0353,135-100-3%$459.5K$416.8K-$42.7K2026-10-22
Baker Ellis Asset Management LLC
UNCHANGED3,0343,03400%$444.6K$416.6K-$28.1K2026-10-14
Bluedoor Private Wealth, LLC
DECREASED3,0313,117-86-3%$456.7K$416.2K-$40.6K2026-11-05
Washington Trust Advisors, Inc.
DECREASED3,0233,807-784-21%$557.9K$415.1K-$142.8K2026-10-22
Advus Financial Partners, LLC
INCREASED3,0192,609+410+16%$382.4K$414.5K+$32.2K2026-10-20
Thrive Capital Management, LLC
INCREASED3,0172,874+143+5%$421.3K$414.3K-$7.0K2026-10-28
Fonville Wealth Management LLC
INCREASED3,0142,726+288+11%$399.5K$413.8K+$14.3K2026-10-28
EPG Wealth Management LLC
DECREASED3,0066,739-3,733-55%$987.6K$412.8K-$574.8K2026-11-03
Noesis Capital Mangement Corp
DECREASED3,0053,338-333-10%$489.2K$412.6K-$76.6K2026-10-26
Wealth Architects, LLC
DECREASED3,0053,157-152-5%$462.7K$412.6K-$50.0K2026-11-03
Berman McAleer LLC
UNCHANGED3,0023,00200%$440.0K$412.2K-$27.8K2026-10-16
Lexington Hill Partners, LLC
INCREASED3,0012,842+159+6%$416.4K$412.1K-$4.4K2026-10-13
Manuka Financial, LLC
INCREASED3,0002,990+10+0%$438.1K$411.9K-$26.2K2026-10-16
Patten Group, Inc.
DECREASED2,9993,818-819-21%$559.5K$411.8K-$147.7K2026-10-26
GW Henssler & Associates LTD
DECREASED2,9963,075-79-3%$450.7K$411.4K-$39.3K2026-10-26
Monument Capital Management
DECREASED2,9904,042-1,052-26%$592.3K$410.5K-$181.8K2026-10-09
PKS Advisory Services, LLC
UNCHANGED2,9802,98000%$436.7K$436.7K$02026-10-26
Lauer Wealth, LLC
DECREASED2,9703,220-250-8%$412.0K$403.0K-$9.0K2026-10-13
Midwest Financial Group LLC
DECREASED2,9703,155-185-6%$462.4K$407.8K-$54.6K2026-10-15
PUREfi Wealth, LLC
INCREASED2,9702,956+14+0%$433.2K$407.8K-$25.4K2026-10-19
Western Reserve Capital Management, LLC
UNCHANGED2,9532,95300%$432.8K$405.4K-$27.3K2026-10-14
Kelly Financial Services LLC
INCREASED2,9392,903+36+1%$425.4K$403.5K-$21.8K2026-10-20
Oak Barrel Wealth Advisory LLC
INCREASED2,9392,937+2+0%$430.4K$403.5K-$26.9K2026-11-05
ODonnell Financial Services, LLC
DECREASED2,9373,012-75-2%$441.4K$403.3K-$38.1K2026-11-09
Wharton Business Group, LLC
UNCHANGED2,9282,92800%$429.1K$402.0K-$27.1K2026-11-09
Braeburn Wealth Management LLC
INCREASED2,9222,897+25+1%$424.6K$401.2K-$23.4K2026-10-15
West Paces Advisors Inc.
INCREASED2,9142,564+350+14%$375.8K$400.1K+$24.3K2026-10-13
Petredis Investment Advisors LLC
UNCHANGED2,9142,91400%$427.0K$400.1K-$27.0K2026-10-20
Northstar Asset Management Co
DECREASED2,9003,000-100-3%$345.0K$374.5K+$29.5K2026-10-22
Tanager Wealth Management LLP
DECREASED2,8863,433-547-16%$503.1K$396.2K-$106.9K2026-10-19
1620 Investment Advisors, Inc.
INCREASED2,8852,825+60+2%$414.1K$396.1K-$18.0K2026-11-04
Paragon Private Wealth Management, LLC
DECREASED2,8829,878-6,996-71%$1.4M$395.6K-$1.1M2026-10-20
JSF Financial, LLC
INCREASED2,8822,476+406+16%$362.9K$395.7K+$32.9K2026-10-22
Michels Family Financial, LLC
INCREASED2,8791,952+927+47%$286.1K$395.3K+$109.2K2026-11-02
CWC Advisors, Llc.
INCREASED2,8792,859+20+1%$419.0K$395.3K-$23.7K2026-10-15
Syntegra Private Wealth Group, LLC
DECREASED2,8762,970-94-3%$435.3K$394.9K-$40.4K2026-10-13
Equita Financial Network, Inc.
NEW2,867—+2,867——$393.6K—2026-10-19
Old Second National Bank of Aurora
UNCHANGED2,8652,86500%$419.9K$393.4K-$26.5K2026-10-22
Strategic Blueprint, LLC
DECREASED2,8573,636-779-21%$532.8K$392.2K-$140.6K2026-10-22
Maia Wealth LLC
DECREASED2,8573,120-263-8%$457.2K$392.2K-$65.0K2026-10-19
Leonard Rickey Investment Advisors P.L.L.C.
DECREASED2,8573,066-209-7%$449.4K$392.3K-$57.1K2026-10-29
JAG Capital Management, LLC
DECREASED2,85612,908-10,052-78%$1.9M$392.1K-$1.5M2026-11-06
Navalign, LLC
INCREASED2,8542,793+61+2%$409.3K$391.9K-$17.4K2026-11-09
Demars Financial Group, LLC
INCREASED2,8432,793+50+2%$409.3K$390.3K-$19.0K2026-10-22
Hickory Point Bank & Trust
UNCHANGED2,8412,84100%$416.3K$390.1K-$26.3K2026-10-01
Mirabaud & Cie SA
INCREASED2,8401,457+1,383+95%$213.5K$389.9K+$176.4K2026-10-27
Milestone Asset Management Group, LLC
INCREASED2,8382,777+61+2%$407.0K$389.6K-$17.4K2026-10-20
Green Ridge Wealth Planning LLC
DECREASED2,8352,844-90%$416.8K$389.2K-$27.5K2026-10-08
Old North State Wealth Management, LLC
INCREASED2,8352,826+9+0%$414.2K$389.7K-$24.5K2026-10-22
TrueWealth Advisors, LLC
DECREASED2,8246,324-3,500-55%$926.9K$387.8K-$539.1K2026-10-09
Marin Bay Wealth Advisors, LLC
DECREASED2,8202,894-74-3%$424.1K$387.3K-$36.8K2026-10-28
One Way Holdings LLC
DECREASED2,8173,075-258-8%$450.6K$386.8K-$63.9K2026-10-29
Wedgewood Investors Inc
UNCHANGED2,8172,81700%$412.8K$386.7K-$26.1K2026-10-28
Kingsman Wealth Management, Inc.
INCREASED2,8162,664+152+6%$390.4K$386.6K-$3.8K2026-10-13
Plan A Wealth LLC
DECREASED2,8032,810-70%$411.8K$384.9K-$26.9K2026-10-08
Westover Capital Advisors, LLC
NEW2,800—+2,800——$384.4K—2026-10-26
GKV Capital Management Co., Inc.
UNCHANGED2,8002,80000%$410.3K$384.4K-$25.9K2026-11-06
Ridgecrest Wealth Partners, LLC
UNCHANGED2,7892,78900%$408.7K$383.0K-$25.8K2026-10-19
Creekside Partners
UNCHANGED2,7872,78700%$408.4K$382.7K-$25.8K2026-11-04
Pearl Planning LLC
DECREASED2,7812,983-202-7%$437.2K$381.8K-$55.3K2026-10-13
Bonness Enterprises Inc
UNCHANGED2,7802,78000%$407.4K$381.7K-$25.7K2026-10-08
Petersen Hastings Wealth Advisors Inc.
UNCHANGED2,7802,78000%$407.4K$381.7K-$25.7K2026-10-27
MV Capital Management, Inc.
DECREASED2,7652,804-39-1%$410.9K$379.6K-$31.3K2026-10-29
CrossGen Wealth, LLC
DECREASED2,7582,936-178-6%$430.2K$378.6K-$51.6K2026-10-30
HBW Advisory Services LLC
INCREASED2,7532,391+362+15%$350.3K$378.0K+$27.7K2026-10-15
Clearview Wealth Management LLC
DECREASED2,7376,784-4,047-60%$994.2K$391.9K-$602.3K2026-10-16
Inspirion Wealth Advisors, LLC
UNCHANGED2,7352,73500%$389.8K$375.6K-$14.2K2026-10-09
CGC Financial Services, LLC
UNCHANGED2,7302,73000%$400.1K$374.8K-$25.3K2026-10-13
Pinion Investment Advisors, LLC
INCREASED2,7222,611+111+4%$382.6K$373.7K-$8.9K2026-11-04
Granite Group Advisors, LLC
UNCHANGED2,7192,71900%$398.5K$373.3K-$25.2K2026-10-14
Values Added Financial LLC
DECREASED2,7113,159-448-14%$463.0K$372.2K-$90.7K2026-10-28
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED2,7023,347-645-19%$490.5K$371.0K-$119.5K2026-10-23
Ullmann Wealth Partners Group, LLC
DECREASED2,6973,324-627-19%$487.1K$370.3K-$116.8K2026-11-02
Pachira Investments Inc.
DECREASED2,6842,796-112-4%$409.8K$368.5K-$41.3K2026-10-14
TPG Advisors LLC
INCREASED2,6752,386+289+12%$349.7K$367.3K+$17.6K2026-10-16
Hofer & Associates. Inc
NEW2,673—+2,673——$367.0K—2026-10-13
RED Crane Wealth Management, LLC
INCREASED2,6732,582+91+4%$378.3K$367.0K-$11.3K2026-10-14
WBI Investments, LLC
DECREASED2,6714,296-1,625-38%$629.6K$366.7K-$262.9K2026-11-05
Warner Group LLC
DECREASED2,6582,680-22-1%$392.8K$364.9K-$27.8K2026-11-09
Coquina Private Wealth LLC
INCREASED2,6572,651+6+0%$388.4K$364.8K-$23.6K2026-10-27
One Day In July LLC
INCREASED2,6562,629+27+1%$385.3K$364.7K-$20.6K2026-10-30
Wealth Science Advisors LLC
DECREASED2,6534,868-2,215-45%$713.4K$364.3K-$349.1K2026-10-09
Landmark Wealth Management, Inc.
UNCHANGED2,6442,64400%$387.5K$363.0K-$24.5K2026-11-04
White Lighthouse Investment Management Inc.
INCREASED2,6392,613+26+1%$383.0K$362.3K-$20.7K2026-10-21
Riggs Asset Managment Co. Inc.
INCREASED2,6312,559+72+3%$375.0K$361.2K-$13.8K2026-11-05
Avantra Family Wealth, Inc.
DECREASED2,6304,617-1,987-43%$676.7K$361.1K-$315.5K2026-10-20
Insight Advisors, LLC/ PA
DECREASED2,6292,805-176-6%$411.1K$361.0K-$50.1K2026-10-22
Schmidt P J Investment Management Inc
UNCHANGED2,6292,62900%$385.3K$361.0K-$24.3K2026-11-02
Horizon Wealth Management, LLC
INCREASED2,6272,626+1+0%$384.9K$360.7K-$24.2K2026-11-02
Towercrest Capital Management
DECREASED2,6252,648-23-1%$388.1K$360.4K-$27.7K2026-10-23
Albion Financial Group
DECREASED2,6172,917-300-10%$427.5K$359.4K-$68.1K2026-10-21
Summit Financial Wealth Advisors, LLC
INCREASED2,6102,539+71+3%$372.1K$358.4K-$13.7K2026-10-15
Power Wealth Management LLC
DECREASED2,6083,021-413-14%$442.8K$358.1K-$84.6K2026-10-27
Quintet Private Bank (Europe) S.A.
INCREASED2,6051,814+791+44%$265.8K$357.7K+$91.8K2026-10-08
Silverlake Wealth Management LLC
INCREASED2,6042,599+5+0%$380.9K$357.5K-$23.4K2026-10-21
Financial Council, LLC
UNCHANGED2,6002,60000%$381.0K$357.0K-$24.1K2026-11-02
Pinnacle Bancorp, Inc.
DECREASED2,5962,710-114-4%$397.2K$356.4K-$40.7K2026-10-21
First Citizens Financial Corp
DECREASED2,5932,959-366-12%$433.6K$356.0K-$77.6K2026-10-02
MinichMacGregor Wealth Management, LLC
INCREASED2,5932,253+340+15%$330.2K$356.1K+$25.9K2026-10-14
Willner & Heller, LLC
DECREASED2,5902,670-80-3%$391.4K$355.6K-$35.8K2026-10-28
Sloy Dahl & Holst, LLC
DECREASED2,5872,608-21-1%$382.2K$355.2K-$27.0K2026-10-14
Promethium Advisors,llc
DECREASED2,5852,811-226-8%$412.0K$354.9K-$57.0K2026-10-19
Townsend Asset Management Corp
DECREASED2,5692,591-22-1%$379.7K$352.8K-$26.9K2026-10-29
Symmetry Partners, LLC
DECREASED2,5633,087-524-17%$452.4K$351.9K-$100.5K2026-10-27
Able Financial Group, LLC
DECREASED2,5632,586-23-1%$379.0K$351.9K-$27.1K2026-10-14
Howard Financial Services, Ltd.
INCREASED2,5482,453+95+4%$359.4K$349.9K-$9.6K2026-10-15
Archvest Wealth Advisors, Inc.
INCREASED2,5451,392+1,153+83%$204.0K$349.4K+$145.4K2026-10-29
Zinnia Wealth Advisory, LLC
INCREASED2,5372,162+375+17%$316.8K$348.3K+$31.5K2026-11-06
Founders Capital Management, LLC
UNCHANGED2,5342,53400%$371.4K$347.9K-$23.4K2026-10-23
Expressive Wealth LLC
INCREASED2,5332,532+1+0%$371.1K$347.8K-$23.3K2026-11-09
Dickmeyer Boyce Financial Management, Inc.
INCREASED2,5242,520+4+0%$369.3K$346.6K-$22.7K2026-10-08
Investment Planning Advisors, Inc.
INCREASED2,5172,331+186+8%$341.6K$345.5K+$3.9K2026-10-14
LexAurum Advisors, LLC
DECREASED2,5162,594-78-3%$380.1K$345.5K-$34.7K2026-10-19
AMG Asset Management Group, Inc.
DECREASED2,5153,101-586-19%$454.4K$345.3K-$109.1K2026-10-21
Catherine Avery Investment Management LLC
DECREASED2,50428,378-25,874-91%$4.2M$343.8K-$3.8M2026-10-14
Center for Financial Planning, Inc.
INCREASED2,5001,428+1,072+75%$209.3K$343.3K+$134.0K2026-10-26
Washington Capital Management, Inc
UNCHANGED2,5002,50000%$366.4K$343.3K-$23.1K2026-10-19
Fulton Breakefield Broenniman LLC
INCREASED2,4952,319+176+8%$339.8K$342.6K+$2.7K2026-11-03
Innova Wealth Partners
INCREASED2,4912,480+11+0%$363.4K$342.1K-$21.4K2026-10-21
CPA Asset Management Group, LLC
DECREASED2,4892,594-105-4%$380.2K$341.7K-$38.4K2026-10-26
Davis Investment Partners, LLC
DECREASED2,4826,571-4,089-62%$963.0K$340.7K-$622.3K2026-11-05
Galvin, Gaustad & Stein, LLC
DECREASED2,4812,485-40%$364.2K$340.8K-$23.4K2026-10-08
Legacy Capital Wealth Partners, LLC
DECREASED2,4682,524-56-2%$370.0K$338.8K-$31.2K2026-10-21
Rainey & Randall Wealth Advisors Inc.
INCREASED2,4662,401+65+3%$351.9K$338.6K-$13.3K2026-10-26
Signature Equity Partners, LLC
DECREASED2,4572,804-347-12%$411.0K$337.3K-$73.6K2026-10-29
Riverpoint Wealth Management Holdings, LLC
DECREASED2,4552,457-20%$360.0K$337.0K-$23.0K2026-11-09
Wilkins Miller Wealth Management, LLC
DECREASED2,4482,628-180-7%$385.2K$336.1K-$49.1K2026-10-13
Founders Capital Management
UNCHANGED2,4432,44300%$358.0K$335.4K-$22.6K2026-10-13
Lesa Sroufe & Co
UNCHANGED2,4412,44100%$358.0K$335-$357.7K2026-10-29
Smallwood Wealth Investment Management, LLC
INCREASED2,4362,407+29+1%$352.8K$334.6K-$18.2K2026-10-30
Zullo Investment Group, Inc.
INCREASED2,4322,331+101+4%$341.8K$334.0K-$7.7K2026-10-20
Compass Wealth Management LLC
UNCHANGED2,4322,43200%$356.4K$333.9K-$22.5K2026-10-22
EdgeRock Capital LLC
DECREASED2,4292,591-162-6%$379.7K$333.4K-$46.2K2026-11-03
Mitchell Capital Management Co
DECREASED2,42412,828-10,404-81%$1.9M$332.8K-$1.5M2026-10-29
Eagle Bay Advisors LLC
INCREASED2,4192,367+52+2%$346.8K$332.1K-$14.8K2026-10-16
Value Investment Professionals, LLC
INCREASED2,4192,416+3+0%$354.1K$332.1K-$22.0K2026-10-13
Vicus Capital
DECREASED2,4082,672-264-10%$391.6K$330.6K-$61.1K2026-11-05
LeConte Wealth Management, LLC
INCREASED2,4042,341+63+3%$343.1K$330.1K-$13.0K2026-10-20
Financial Solutions Advisory Group, Inc.
INCREASED2,4032,399+4+0%$346.0K$308.1K-$37.8K2026-10-28
Lazard Freres Gestion S.A.S.
UNCHANGED2,4002,40000%$351.0K$329-$350.7K2026-11-03
Acima Private Wealth, LLC
UNCHANGED2,4002,40000%$351.7K$329.5K-$22.2K2026-10-05
Noble Family Wealth, LLC
UNCHANGED2,4002,40000%$351.7K$329.5K-$22.2K2026-10-26
RDA Financial Network
INCREASED2,3932,130+263+12%$312.1K$328.6K+$16.5K2026-10-15
Financial Symmetry Inc
INCREASED2,3911,462+929+64%$214.3K$328.3K+$114.0K2026-10-06
Community Bank, N.A.
UNCHANGED2,3782,37800%$348.5K$326.5K-$22.0K2026-11-06
Blue Fin Capital, Inc.
DECREASED2,3772,491-114-5%$365.1K$326.4K-$38.7K2026-10-28
Quantum Financial Planning Services, Inc.
UNCHANGED2,3602,36000%$345.8K$324.0K-$21.8K2026-10-14
Crown Wealth Group, LLC
DECREASED2,3563,219-863-27%$471.7K$323.5K-$148.3K2026-10-19
MN Wealth Advisors, LLC
INCREASED2,3552,263+92+4%$331.8K$323.4K-$8.4K2026-10-23
Financial Management Professionals, Inc.
DECREASED2,3533,098-745-24%$454.0K$323.1K-$130.9K2026-10-23
Presilium Private Wealth, LLC
INCREASED2,3451,514+831+55%$221.9K$322.0K+$100.1K2026-10-26
Syverson Strege & Co
DECREASED2,3452,364-19-1%$346.5K$322.0K-$24.5K2026-11-02
Peddock Capital Advisors, LLC
UNCHANGED2,3442,34400%$343.5K$321.8K-$21.7K2026-10-16
GatePass Capital, LLC
DECREASED2,3392,676-337-13%$392.2K$321.1K-$71.0K2026-11-09
Onyx Bridge Wealth Group LLC
INCREASED2,3372,238+99+4%$328.0K$320.8K-$7.2K2026-10-16
Centennial Wealth Advisory LLC
INCREASED2,3352,239+96+4%$328.2K$321.3K-$6.8K2026-10-16
S.E.E.D. Planning Group LLC
INCREASED2,3331,834+499+27%$268.8K$320.3K+$51.5K2026-10-07
Greenhouse Wealth Management, LLC
UNCHANGED2,3292,32900%$341.3K$319.7K-$21.5K2026-10-20
Avaii Wealth Management, LLC
NEW2,324—+2,324——$330.8K—2026-10-09
Clearwave Capital, LLC
DECREASED2,3033,319-1,016-31%$486.3K$316.3K-$170.1K2026-10-27
ForthRight Wealth Management, LLC
UNCHANGED2,2982,29800%$336.8K$315.5K-$21.3K2026-11-06
Forbes J M & Co LLP
INCREASED2,2972,282+15+1%$334.4K$315.4K-$19.0K2026-10-16
Crusonia Wealth Advisors LLC
INCREASED2,2921,997+295+15%$292.7K$314.7K+$22.0K2026-10-26
Stephenson & Company, Inc.
NEW2,290—+2,290——$314.4K—2026-10-30
West Financial Advisors, LLC
UNCHANGED2,2892,28900%$335.5K$314.3K-$21.2K2026-10-22
John G Ullman & Associates Inc
DECREASED2,28816,029-13,741-86%$2.3M$314.1K-$2.0M2026-11-04
Stonebridge Financial Planning Group, LLC
DECREASED2,2843,862-1,578-41%$566.0K$313.6K-$252.4K2026-11-06
True Wealth Design, LLC
INCREASED2,2841,303+981+75%$191.0K$313.6K+$122.6K2026-10-13
First Bank & Trust
DECREASED2,2842,362-78-3%$346.2K$313.6K-$32.6K2026-10-19
Chemistry Wealth Management LLC
DECREASED2,2832,381-98-4%$349.0K$313.4K-$35.5K2026-10-16
City State Bank
INCREASED2,2762,221+55+2%$325.5K$312.5K-$13.0K2026-10-20
Pettee Investors, Inc.
UNCHANGED2,2762,27600%$333.5K$312.5K-$21.1K2026-11-09
JFS Wealth Advisors, LLC
DECREASED2,2752,393-118-5%$350.7K$312.4K-$38.3K2026-11-03
Wall Street Financial Group, Inc.
INCREASED2,2741,947+327+17%$285.3K$312.2K+$26.9K2026-11-09
Forza Wealth Management, LLC
DECREASED2,2742,364-90-4%$346.4K$312.2K-$34.2K2026-10-20
Private Advisory Group LLC
DECREASED2,2732,417-144-6%$354.2K$312.0K-$42.1K2026-11-06
Essex LLC
DECREASED2,2732,325-52-2%$340.8K$312.1K-$28.6K2026-10-14
Quilter Plc
UNCHANGED2,2682,26800%$332.4K$311.4K-$21.0K2026-10-21
Lord & Richards Wealth Management, LLC
NEW2,266—+2,266——$311.1K—2026-10-14
IFS Advisors, LLC
NEW2,257—+2,257——$309.9K—2026-10-14
Financial Management Network Inc
DECREASED2,2532,255-20%$285.0K$320.6K+$35.6K2026-10-09
55 North Private Wealth, LLC
DECREASED2,2492,584-335-13%$378.7K$308.8K-$69.9K2026-10-20
NavPoint Financial, Inc.
UNCHANGED2,2482,24800%$329.4K$308.7K-$20.8K2026-10-21
CLG LLC
INCREASED2,2422,166+76+4%$317.5K$307.9K-$9.6K2026-10-13
RFG Holdings, Inc.
DECREASED2,2412,418-177-7%$354.4K$307.7K-$46.7K2026-10-30
Community Trust & Investment Co
UNCHANGED2,2412,24100%$328.4K$307.7K-$20.7K2026-10-15
Walled Lake Planning & Wealth Management, LLC
INCREASED2,2352,228+7+0%$326.6K$306.9K-$19.7K2026-10-29
Johnson Financial Group, LLC
DECREASED2,23410,327-8,093-78%$1.5M$306.7K-$1.2M2026-11-03
Delta Investment Management, LLC
DECREASED2,2332,293-60-3%$336.0K$306.6K-$29.4K2026-11-09
Breachway Investments LLC
INCREASED2,2321,832+400+22%$268.5K$306.5K+$38.0K2026-10-19
Seelaus Asset Management LLC
INCREASED2,2202,210+10+0%$323.9K$304.8K-$19.1K2026-10-14
Elwood & Goetz Wealth Advisory Group, LLC
DECREASED2,2192,265-46-2%$331.9K$304.6K-$27.3K2026-10-28
Fermata Advisors, LLC
NEW2,218—+2,218——$304.5K—2026-10-13
Beverly Hills Private Wealth, LLC
INCREASED2,2182,095+123+6%$307.1K$304.6K-$2.5K2026-11-04
Pincus Capital Management, LP
UNCHANGED2,2172,21700%$324.9K$304.4K-$20.5K2026-11-09
MPS Loria Financial Planners, LLC
INCREASED2,2142,206+8+0%$323.4K$303.9K-$19.4K2026-10-14
Juncture Wealth Strategies, LLC
INCREASED2,2082,113+95+5%$309.7K$303.2K-$6.5K2026-10-06
Ddfg, Inc
INCREASED2,2062,204+2+0%$322.9K$302.9K-$20.0K2026-10-15
Wealth Enhancement Trust Services, Inc.
DECREASED2,2016,687-4,486-67%$980.0K$302.2K-$677.8K2026-10-07
MBA Advisors LLC
INCREASED2,2011,701+500+29%$249.3K$302.2K+$52.9K2026-10-29
Wilkins Investment Counsel Inc
UNCHANGED2,2002,20000%$322.4K$302.1K-$20.4K2026-11-03
Balentine LLC
DECREASED2,1973,697-1,500-41%$541.8K$301.6K-$240.1K2026-11-03
General Partner, Inc.
UNCHANGED2,1902,19000%$320.9K$300.7K-$20.3K2026-10-05
Mainstay Capital Management LLC
DECREASED2,1892,397-208-9%$351.3K$300.5K-$50.7K2026-11-09
Beirne Wealth Consulting Services, LLC
DECREASED2,1872,443-256-10%$358.0K$300.3K-$57.7K2026-10-19
Arch Global Advisors, LLC
DECREASED2,1752,781-606-22%$407.6K$298.6K-$108.9K2026-10-23
Foronjy Financial LLC
DECREASED2,1752,571-396-15%$376.8K$298.6K-$78.1K2026-10-14
W.H. Cornerstone Investments Inc.
DECREASED2,1752,192-17-1%$321.2K$298.7K-$22.5K2026-11-03
American Institute for Advanced Investment Management, LLP
UNCHANGED2,1632,16300%$317.0K$297.0K-$20.0K2026-11-03
Walkner Condon Financial Advisors LLC
INCREASED2,1622,000+162+8%$293.1K$296.8K+$3.7K2026-11-02
GSG Advisors LLC
DECREASED2,1563,194-1,038-32%$468.1K$296.1K-$172.0K2026-11-03
Shoker Investment Counsel, Inc.
INCREASED2,1401,963+177+9%$287.7K$293.9K+$6.2K2026-11-04
Bayban
UNCHANGED2,1402,14000%$313.6K$313.6K$02026-11-05
First Financial Corp
DECREASED2,1362,286-150-7%$335.0K$293.3K-$41.7K2026-10-13
Congress Asset Management Co
DECREASED2,1325,649-3,517-62%$827.9K$292.7K-$535.2K2026-10-06
Activest Wealth Management
INCREASED2,129843+1,286+153%$123.6K$292.3K+$168.7K2026-10-15
Vaquero Private Wealth, LTD
DECREASED2,1272,182-55-3%$319.8K$292.0K-$27.7K2026-10-27
Kaufman Rossin Wealth, LLC
INCREASED2,1251,464+661+45%$211.1K$291.7K+$80.7K2026-10-19
CJM Wealth Advisers, Ltd.
DECREASED2,1222,306-184-8%$337.9K$291.4K-$46.6K2026-10-27
Vista Capital Partners, Inc.
DECREASED2,1122,362-250-11%$346.2K$290.0K-$56.2K2026-11-06
Clear Wave Wealth Management LLC
INCREASED2,1121,970+142+7%$288.7K$290.0K+$1.3K2026-11-04
Gradient Capital Advisors, LLC
INCREASED2,1062,092+14+1%$306.6K$289.2K-$17.4K2026-10-21
Fiduciary Financial Group, LLC
INCREASED2,1051,998+107+5%$292.8K$289.0K-$3.8K2026-10-13
Blake Schutter Theil Wealth Advisors, LLC
UNCHANGED2,1012,10100%$307.9K$288.5K-$19.4K2026-11-02
Kazazian Asset Management, LLC
NEW2,100—+2,100——$288.3K—2026-11-02
Addison Advisors LLC
INCREASED2,0992,081+18+1%$305.0K$288.2K-$16.7K2026-11-06
Redhawk Wealth Advisors, Inc.
DECREASED2,0982,238-140-6%$328.0K$288.0K-$40.0K2026-10-14
Carl P. Sherr & Co., LLC
INCREASED2,0912,089+2+0%$306.1K$287.1K-$19.1K2026-11-06
Henderson Brothers Financial Partners, LLC
INCREASED2,0902,032+58+3%$297.8K$287.0K-$10.8K2026-11-03
Vann Equity Management LLC
DECREASED2,0892,105-16-1%$308.6K$286.8K-$21.7K2026-10-08
Summit Wealth Group, LLC
DECREASED2,0842,195-111-5%$321.7K$286.1K-$35.5K2026-11-09
Sollinda Capital Management LLC
UNCHANGED2,0832,08300%$305.3K$286.0K-$19.3K2026-11-09
Cooper S Advisors, LLC
INCREASED2,0802,019+61+3%$295.9K$285.6K-$10.3K2026-11-03
Dale Q Rice Investment Management Ltd
INCREASED2,0781,979+99+5%$290.0K$285.3K-$4.7K2026-10-09
Pzena Investment Management LLC
UNCHANGED2,0762,07600%$304.2K$285.0K-$19.2K2026-10-30
Blue Square Asset Management, LLC
UNCHANGED2,0752,07500%$304.1K$284.9K-$19.2K2026-11-02
WP Advisors, LLC
DECREASED2,0692,650-581-22%$388.4K$284.2K-$104.2K2026-10-22
Range Financial Group LLC
DECREASED2,0663,972-1,906-48%$582.1K$283.7K-$298.4K2026-10-21
First Business Financial Services, Inc.
INCREASED2,0581,993+65+3%$292.1K$282.6K-$9.5K2026-10-29
Dhjj Financial Advisors, Ltd.
UNCHANGED2,0582,05800%$301.6K$282.6K-$19.0K2026-10-23
Ted Buchan & Co
UNCHANGED2,0562,05600%$301.3K$282.3K-$19.0K2026-10-23
Mccarter Private Wealth Services LLC
DECREASED2,0556,438-4,383-68%$943.5K$282.2K-$661.3K2026-10-22
Family Wealth Partners, LLC
NEW2,054—+2,054——$282.0K—2026-10-20
Bender Robert & Associates
UNCHANGED2,0522,05200%$300.7K$281.7K-$19.0K2026-10-21
Laurion Capital Management LP
DECREASED2,04716,900-14,853-88%$2.5M$281.1K-$2.2M2026-10-30
Bond & Devick Financial Network, Inc.
DECREASED2,0462,089-43-2%$306.1K$280.9K-$25.2K2026-10-23
Alchemi Wealth, LLC
INCREASED2,0451,445+600+42%$211.9K$280.8K+$68.8K2026-11-04
Financial Freedom, LLC
INCREASED2,0452,041+4+0%$299.1K$280.8K-$18.4K2026-11-06
Smith Thornton Advisors LLC
DECREASED2,0432,266-223-10%$298.1K$280.4K-$17.7K2026-10-16
Rise Advisors, LLC
DECREASED2,0412,065-24-1%$302.6K$280.3K-$22.3K2026-10-16
Legacy Advisory Services, LLC
INCREASED2,0382,012+26+1%$294.9K$279.8K-$15.0K2026-10-20
Vestor Capital, LLC
DECREASED2,037379,844-377,807-99%$76.0K$789-$75.2K2026-11-04
Sutton Place Investors LLC
INCREASED2,0301,556+474+30%$228.0K$278.7K+$50.7K2026-10-20
Emerald Advisers, LLC
INCREASED2,0301,960+70+4%$287.2K$278.7K-$8.5K2026-11-09
Optivise Advisory Services LLC
INCREASED2,0251,786+239+13%$261.7K$278.0K+$16.3K2026-10-19
North Forty Two & Co.
UNCHANGED2,0222,02200%$296.3K$277.6K-$18.7K2026-10-19
Bangor Savings Bank
DECREASED2,0212,212-191-9%$324.2K$277.5K-$46.7K2026-10-06
James J. Burns & Company, LLC
UNCHANGED2,0162,01600%$295.5K$276.9K-$18.6K2026-10-22
Midwest Financial Partners Investments, Inc.
UNCHANGED2,0162,01600%$295.4K$276.8K-$18.6K2026-10-08
Legacy Edge Advisors, LLC
DECREASED2,0142,324-310-13%$340.6K$276.5K-$64.1K2026-11-06
Caldwell Sutter Capital, Inc.
INCREASED2,0131,605+408+25%$235.2K$276.4K+$41.2K2026-11-09
Copper Harbor Investment Advisors, LLC
NEW2,012—+2,012——$276.2K—2026-10-16
Compound Global Advisors, LLC
INCREASED2,003600+1,403+234%$87.9K$275.0K+$187.1K2026-10-20
Lawood & Co
UNCHANGED2,0032,00300%$293.5K$275.0K-$18.5K2026-10-09
Eubel Brady & Suttman Asset Management Inc
INCREASED2,0022,000+2+0%$293.0K$275-$292.7K2026-11-04
Northcape Wealth Management, LLC
DECREASED2,0013,201-1,200-37%$469.1K$274.7K-$194.4K2026-11-04
Compass Capital Management, Inc
NEW2,000—+2,000——$274.6K—2026-11-06
Levin Capital Strategies, L.P.
NEW2,000—+2,000——$274.6K—2026-11-02
Livet Wealth, LLC
DECREASED1,9972,995-998-33%$438.9K$274.2K-$164.7K2026-10-27
Physician Wealth Advisors, Inc.
DECREASED1,9972,070-73-4%$303.4K$274.2K-$29.2K2026-10-20
Cascade Wealth Advisors, Inc
UNCHANGED1,9951,99500%$293.3K$231.6K-$61.7K2026-11-09
Carson Advisory Inc.
INCREASED1,9931,850+143+8%$271.1K$273.6K+$2.5K2026-11-06
Heritage Family Offices, LLP
DECREASED1,9922,355-363-15%$345.1K$273.5K-$71.6K2026-11-02
Elite Life Management LLC
DECREASED1,9892,137-148-7%$308.6K$229.1K-$79.5K2026-11-06
Prosperitas Financial LLC
NEW1,981—+1,981——$272.1K—2026-10-28
Human Investing LLC
INCREASED1,9811,673+308+18%$245.2K$272.0K+$26.8K2026-10-19
Strata Wealth Advisors, LLC
DECREASED1,9802,066-86-4%$302.8K$271.9K-$30.9K2026-10-16
True Private Wealth Advisors
INCREASED1,9771,968+9+0%$288.4K$271.6K-$16.8K2026-10-19
Black Diamond Financial, LLC
INCREASED1,9741,719+255+15%$251.9K$271.1K+$19.2K2026-10-26
Aletheian Wealth Advisors LLC
INCREASED1,9741,899+75+4%$278.3K$271.0K-$7.3K2026-10-08
Lakeshore Financial Planning, Inc.
INCREASED1,9741,973+1+0%$289.2K$271.0K-$18.2K2026-10-13
Acropolis Investment Management, LLC
INCREASED1,9691,874+95+5%$274.6K$270.4K-$4.2K2026-10-08
Clark Asset Management, LLC
DECREASED1,9682,616-648-25%$383.4K$270.2K-$113.2K2026-10-19
Gibraltar Capital Management, Inc.
UNCHANGED1,9661,96600%$288.1K$270.0K-$18.2K2026-10-27
Worth Asset Management, LLC
DECREASED1,9608,295-6,335-76%$1.2M$269.1K-$946.5K2026-10-07
626 Financial, LLC
INCREASED1,9601,958+2+0%$287.0K$269.1K-$17.9K2026-11-04
Independence Wealth Advisors, LLC
DECREASED1,9591,967-80%$288.3K$269.0K-$19.3K2026-10-29
Centerline Wealth Advisors, LLC
INCREASED1,9591,956+3+0%$286.6K$269.0K-$17.6K2026-10-15
Kaizen Financial Strategies
DECREASED1,9542,028-74-4%$289.0K$268.2K-$20.8K2026-10-09
Arkfeld Wealth Strategies, L.L.C.
INCREASED1,9531,952+1+0%$280.7K$280.4K-$3282026-10-19
Seven Mile Advisory
DECREASED1,9471,962-15-1%$287.5K$267.3K-$20.2K2026-10-22
Benchmark Financial Wealth Advisors, LLC
INCREASED1,9441,629+315+19%$238.7K$267.0K+$28.3K2026-10-20
bLong Financial, LLC
INCREASED1,9401,930+10+1%$282.8K$266.4K-$16.5K2026-10-29
OFS Enterprise LLC
DECREASED1,9381,981-43-2%$290.3K$266.1K-$24.2K2026-10-16
Foundation Wealth Management, LLC
NEW1,934—+1,934——$265.6K—2026-10-22
Sierra Ocean, LLC
DECREASED1,9271,983-56-3%$290.6K$264.5K-$26.0K2026-11-03
ROI Financial Advisors, LLC
DECREASED1,9262,138-212-10%$313.4K$264.5K-$48.9K2026-10-19
Precedent Wealth Partners, LLC
INCREASED1,9261,864+62+3%$273.1K$264.4K-$8.7K2026-10-21
SFI Advisors, LLC
INCREASED1,9251,725+200+12%$252.8K$264.3K+$11.5K2026-10-30
Integris Wealth Management, LLC
INCREASED1,9241,894+30+2%$277.6K$264.1K-$13.5K2026-10-14
Endowment Wealth Management, Inc.
DECREASED1,9221,928-60%$282.5K$263.9K-$18.6K2026-11-03
Life Planning Partners, Inc
DECREASED1,9202,720-800-29%$398.6K$263.6K-$135.0K2026-10-28
Christensen, King & Associates Investment Services, Inc.
NEW1,916—+1,916——$263.1K—2026-10-22
First United Bank & Trust
DECREASED1,9141,966-52-3%$288.1K$262.8K-$25.3K2026-10-22
Lincoln Capital LLC
DECREASED1,9132,148-235-11%$314.7K$262.7K-$52.1K2026-10-09
Willow Creek Capital Management, Inc.
UNCHANGED1,9131,91300%$280.4K$280.4K$02026-10-16
Warwick Investment Management, Inc.
DECREASED1,9091,958-49-2%$286.9K$262.1K-$24.8K2026-10-19
American National Bank of Texas
UNCHANGED1,9001,90000%$278.4K$260.9K-$17.6K2026-10-07
Collaborative Fund Advisors, LLC
DECREASED1,8994,088-2,189-54%$599.1K$260.7K-$338.4K2026-11-02
Country Trust Bank
DECREASED1,8962,154-258-12%$315.7K$260.3K-$55.3K2026-10-30
Arbor Investment Advisors, LLC
DECREASED1,8902,094-204-10%$306.9K$259.5K-$47.4K2026-10-26
Wealth Preservation Advisors, LLC
NEW1,889—+1,889——$259.3K—2026-11-05
Conservest Capital Advisors, Inc.
INCREASED1,8861,713+173+10%$251.0K$259.0K+$7.9K2026-11-09
Vanguard Capital Wealth Advisors
UNCHANGED1,8831,88300%$276.0K$258.5K-$17.4K2026-10-16
Columbus Macro, LLC
INCREASED1,8731,743+130+7%$255.4K$257.2K+$1.8K2026-10-14
Brown Miller Wealth Management, LLC
INCREASED1,8671,837+30+2%$269.2K$256.4K-$12.9K2026-11-02
Bernicke Wealth Management, Ltd.
DECREASED1,8495,387-3,538-66%$789.5K$253.9K-$535.6K2026-11-06
Donaldson Capital Management, LLC
DECREASED1,8451,978-133-7%$289.9K$253.3K-$36.6K2026-11-09
Traveka Wealth, LLC
DECREASED1,8411,991-150-8%$291.7K$252.7K-$39.0K2026-10-19
IronOak Wealth Llc.
NEW1,835—+1,835——$251.9K—2026-11-06
Gallacher Capital Management LLC
NEW1,835—+1,835——$252.0K—2026-10-30
Legacy Wealth Management, LLC / MS
DECREASED1,8302,073-243-12%$303.8K$251.3K-$52.5K2026-10-30
Park Place Capital Corp
DECREASED1,8282,002-174-9%$293.4K$251.0K-$42.4K2026-11-09
Sunburst Financial Group, LLC
DECREASED1,8262,079-253-12%$304.7K$250.8K-$54.0K2026-10-09
Veracity Capital LLC
INCREASED1,8211,619+202+12%$237.3K$250.1K+$12.8K2026-10-08
Clarus Group, Inc.
INCREASED1,8201,818+2+0%$266.5K$249.9K-$16.6K2026-10-21
Motive Wealth Advisors
DECREASED1,8101,952-142-7%$286.1K$248.5K-$37.6K2026-10-26
World Equity Group, Inc.
DECREASED1,8072,203-396-18%$322.9K$248.2K-$74.7K2026-10-14
MSH Capital Advisors LLC
INCREASED1,8061,576+230+15%$231.0K$248.0K+$17.1K2026-11-03
Buttonwood Financial Advisors Inc.
DECREASED1,8051,816-11-1%$266.1K$247.8K-$18.2K2026-10-13
Board of the Pension Protection Fund
NEW1,800—+1,800——$247.1K—2026-11-09
Swmg, LLC
NEW1,795—+1,795——$225.4K—2026-10-23
Raab & Moskowitz Asset Management LLC
DECREASED1,7922,084-292-14%$305.4K$246.0K-$59.4K2026-11-02
Canandaigua National Trust Co of Florida
NEW1,790—+1,790——$245.8K—2026-10-07
Landmark Wealth Management, LLC
DECREASED1,7761,783-70%$261.3K$243.9K-$17.4K2026-11-03
Charles Schwab Trust Co
INCREASED1,7751,723+52+3%$252.5K$243.7K-$8.8K2026-10-15
Blue Capital, Inc.
NEW1,765—+1,765——$242.4K—2026-10-13
Brandywine OAK Private Wealth LLC
DECREASED1,7631,789-26-1%$262.1K$242.1K-$20.0K2026-10-23
Professional Financial Advisors, LLC
INCREASED1,7591,751+8+0%$256.7K$241.5K-$15.2K2026-10-13
WT Wealth Management
NEW1,754—+1,754——$240.8K—2026-10-13
Allied Investment Advisors, LLC
DECREASED1,7502,050-300-15%$300.5K$240.3K-$60.2K2026-10-13
Wealth Quarterback LLC
INCREASED1,7501,544+206+13%$226.2K$240.3K+$14.1K2026-10-20
Johnson Wealth Management, LLC
DECREASED1,7491,817-68-4%$266.3K$240.1K-$26.1K2026-11-09
Berkeley, Inc
DECREASED1,7431,757-14-1%$257.5K$239.3K-$18.2K2026-10-20
Act Two Investors LLC
UNCHANGED1,7401,74000%$255.0K$238.9K-$16.1K2026-11-09
Family Capital Management, Inc.
DECREASED1,7371,794-57-3%$262.9K$238.5K-$24.4K2026-11-03
Sentry LLC
UNCHANGED1,7361,73600%$254.4K$238.4K-$16.1K2026-10-30
Asset Advisory Group, Inc.
UNCHANGED1,7351,73500%$254.3K$238.2K-$16.0K2026-10-20
Kozak & Associates, Inc.
DECREASED1,7347,723-5,989-78%$1.1M$250.6K-$850.0K2026-10-29
St. Louis Trust Co
UNCHANGED1,7271,72700%$446.8K$237.1K-$209.7K2026-11-03
Spectrum Financial Alliance Ltd LLC
INCREASED1,7261,478+248+17%$216.6K$237.0K+$20.4K2026-10-29
Davidson Investment Advisors
UNCHANGED1,7251,72500%$252.8K$236.8K-$16.0K2026-10-20
Purkiss Capital Advisors LLC
UNCHANGED1,7221,72200%$252.4K$236.4K-$15.9K2026-11-06
SWP Financial LLC
INCREASED1,7201,690+30+2%$247.7K$236.2K-$11.5K2026-10-23
Wescott Financial Advisory Group, LLC
INCREASED1,7191,698+21+1%$248.8K$236.0K-$12.8K2026-11-09
RBA Wealth Management, LLC
NEW1,715—+1,715——$235.5K—2026-10-28
Manske Wealth Management
INCREASED1,7151,614+101+6%$236.5K$235.5K-$1.1K2026-10-26
Montis Financial, LLC
INCREASED1,7121,529+183+12%$224.1K$235.1K+$11.0K2026-11-04
Monetary Solutions, Ltd
INCREASED1,7101,343+367+27%$196.8K$234.8K+$38.0K2026-10-22
Storen Legacy Partners, LLC
DECREASED1,7101,842-132-7%$269.9K$234.8K-$35.1K2026-11-09
Wilkerson Advisory Group LLC
DECREASED1,7091,732-23-1%$253.8K$234.6K-$19.2K2026-10-20
Cambridge Financial Group, LLC
UNCHANGED1,7081,70800%$250.3K$250.3K$02026-10-06
Kohmann Bosshard Financial Services, LLC
INCREASED1,7071,494+213+14%$218.9K$234.3K+$15.4K2026-11-04
Marble Harbor Investment Counsel, LLC
DECREASED1,7002,200-500-23%$322.4K$233.4K-$89.0K2026-11-06
St. Clair Advisors, LLC
UNCHANGED1,7001,70000%$249.1K$233.4K-$15.7K2026-10-13
Madison Park Capital Advisors, LLC
INCREASED1,699781+918+118%$285.5K$233.3K-$52.3K2026-10-28
Woodward Diversified Capital, LLC
INCREASED1,6991,494+205+14%$219.0K$233.3K+$14.3K2026-10-21
M. Kraus & Co
DECREASED1,6921,917-225-12%$280.9K$232.3K-$48.6K2026-10-20
Investment Advisory Services Inc
INCREASED1,6911,507+184+12%$220.9K$232.2K+$11.3K2026-10-27
Madrona Financial Services, LLC
NEW1,689—+1,689——$231.9K—2026-10-23
Kessler Investment Group, LLC
DECREASED1,6871,694-70%$248.3K$231.6K-$16.6K2026-10-08
Cordgrass Capital Advisors, LLC
INCREASED1,6841,675+9+1%$245.5K$231.2K-$14.3K2026-10-30
Catalyst Private Wealth, LLC
NEW1,683—+1,683——$231.1K—2026-10-13
S&A Financial Services, Inc.
UNCHANGED1,6781,67800%$245.9K$230.4K-$15.5K2026-11-03
Alliance Wealth Management Group
DECREASED1,6731,696-23-1%$248.5K$229.7K-$18.8K2026-10-29
Shulman DeMeo Asset Management LLC
INCREASED1,6721,671+1+0%$244.9K$238.2K-$6.7K2026-10-09
Eurizon SLJ Capital Ltd
INCREASED1,6701,606+64+4%$235.4K$229.3K-$6.1K2026-11-06
Scratch Capital LLC
DECREASED1,6651,748-83-5%$256.2K$228.6K-$27.6K2026-11-02
Empire Life Investments Inc.
DECREASED1,6611,755-94-5%$257.2K$228.1K-$29.1K2026-11-06
Archer Investment Corp
DECREASED1,6511,680-29-2%$246.3K$226.6K-$19.6K2026-11-05
GenWealth Group, Inc.
UNCHANGED1,6451,64500%$241.1K$225.9K-$15.2K2026-10-16
Worth Financial Advisory Group, LLC
DECREASED1,6432,078-435-21%$304.5K$225.6K-$78.9K2026-10-19
T3 Companies, LLC
DECREASED1,6412,115-474-22%$310.0K$225.3K-$84.6K2026-10-22
Bingham Private Wealth, LLC
DECREASED1,6391,951-312-16%$285.9K$225.0K-$60.9K2026-11-05
Financial Enhancement Group LLC
DECREASED1,6361,705-69-4%$249.9K$234.9K-$15.0K2026-10-08
Tilia Fiduciary Partners, Inc.
INCREASED1,6361,630+6+0%$238.9K$224.6K-$14.3K2026-10-09
TL Private Wealth
INCREASED1,6311,629+2+0%$230.7K$224.1K-$6.6K2026-10-13
Main Street Group, LTD
INCREASED1,6301,589+41+3%$232.9K$223.8K-$9.2K2026-10-28
Grandview Asset Management LLC
DECREASED1,6291,840-211-11%$269.7K$223.7K-$46.0K2026-10-19
CMH Wealth Management LLC
UNCHANGED1,6271,62700%$238.4K$223.4K-$15.1K2026-10-22
Jessup Wealth Management, Inc
NEW1,621—+1,621——$222.6K—2026-10-20
FDx Advisors, Inc.
INCREASED1,6191,594+25+2%$234.0K$222-$233.8K2026-11-09
One Wealth Capital Management, LLC
DECREASED1,61814,876-13,258-89%$2.2M$222.2K-$2.0M2026-10-23
James T. Borello RIA
INCREASED1,617971+646+67%$142.3K$222.0K+$79.7K2026-10-16
Saxony Capital Management, LLC
NEW1,612—+1,612——$221.3K—2026-10-15
IAG Wealth Partners, LLC
UNCHANGED1,6111,61100%$236.1K$221.2K-$14.9K2026-11-06
Winnacle Wealth LLC
INCREASED1,6101,535+75+5%$224.9K$221.0K-$3.9K2026-10-15
Portfolio Strategies, Inc.
DECREASED1,6091,648-39-2%$241.5K$220.9K-$20.6K2026-11-06
Clearstead Trust, LLC
INCREASED1,6081,367+241+18%$200.3K$220.8K+$20.4K2026-11-06
Fingerlakes Wealth Management, Inc.
DECREASED1,6081,617-9-1%$237.0K$220.8K-$16.2K2026-11-04
Headland Capital, LLC
INCREASED1,6061,431+175+12%$209.7K$220.5K+$10.8K2026-11-06
Evolution Wealth Advisors, LLC
DECREASED1,6042,243-639-28%$328.7K$220.2K-$108.5K2026-11-03
GenTrust, LLC
DECREASED1,6041,958-354-18%$287.0K$220.3K-$66.7K2026-11-06
Guardsman Private Capital Management, Inc.
UNCHANGED1,6001,60000%$234.5K$219.7K-$14.8K2026-10-19
AtlasMark Financial, Inc
UNCHANGED1,6001,60000%$234.5K$219.7K-$14.8K2026-10-13
Cypress Asset Management Inc
UNCHANGED1,5991,59900%$234.3K$219.5K-$14.8K2026-10-09
W Advisors, LLC
INCREASED1,5981,398+200+14%$204.9K$219.4K+$14.5K2026-11-02
Clean Yield Group
UNCHANGED1,5971,59700%$234.0K$219.3K-$14.8K2026-10-28
25 LLC
DECREASED1,5911,791-200-11%$262.5K$218.4K-$44.0K2026-10-13
Harbor Group, Inc.
INCREASED1,5911,588+3+0%$232.8K$218.4K-$14.3K2026-10-14
Providence Wealth Advisors, LLC
DECREASED1,5862,394-808-34%$340.1K$225.7K-$114.4K2026-10-29
Broadway Wealth Solutions, Inc.
UNCHANGED1,5861,58600%$232.4K$217.8K-$14.7K2026-10-21
Client 1ST Advisory Group, LLC
DECREASED1,5851,798-213-12%$263.5K$217.6K-$45.9K2026-10-19
Central Valley Advisors, LLC
DECREASED1,5812,194-613-28%$321.5K$217.1K-$104.4K2026-10-27
Dixon Fnancial Services, Inc.
UNCHANGED1,5761,57600%$231.0K$216.4K-$14.6K2026-10-23
Fogel Capital Management, Inc.
NEW1,574—+1,574——$216.1K—2026-11-04
180 GPS Investments IC Ltd
INCREASED1,574260+1,314+505%$38.1K$216.1K+$178.0K2026-11-06
Ibex Wealth Advisors
DECREASED1,5703,728-2,158-58%$546.3K$215.6K-$330.7K2026-11-06
Baxter Bros Inc
DECREASED1,5701,606-36-2%$235.4K$215.6K-$19.8K2026-11-04
Tradewinds Capital Management, LLC
INCREASED1,5681,531+37+2%$224.4K$215.3K-$9.1K2026-10-23
Newton One Investments LLC
INCREASED1,5681,561+7+0%$228.8K$215.3K-$13.5K2026-10-14
Pension & Wealth Management Advisors, Inc.
INCREASED1,5671,198+369+31%$175.7K$215.2K+$39.6K2026-10-16
Pennsylvania Capital Management Inc
UNCHANGED1,5651,56500%$229.4K$214.9K-$14.5K2026-11-05
Vigilare Wealth Management
UNCHANGED1,5651,56500%$229.4K$214.9K-$14.5K2026-10-29
Family CFO Inc
UNCHANGED1,5621,56200%$228.9K$214.5K-$14.4K2026-10-30
Curat Global, LLC
INCREASED1,560706+854+121%$70.7K$214.2K+$143.4K2026-10-26
Great Waters Wealth Management
UNCHANGED1,5591,55900%$228.4K$214.0K-$14.4K2026-10-07
Advantage Trust Co
UNCHANGED1,5571,55700%$228.2K$213.8K-$14.4K2026-10-19
Quad-Cities Investment Group, LLC
INCREASED1,5551,379+176+13%$202.1K$213.5K+$11.4K2026-10-16
Woodward Financial Advisors, Inc.
INCREASED1,5471,512+35+2%$221.6K$212.4K-$9.2K2026-10-19
Lineweaver Wealth Advisors, LLC
DECREASED1,5451,572-27-2%$230.4K$212.1K-$18.2K2026-10-13
Joseph P. Lucia & Associates, LLC
NEW1,544—+1,544——$212.0K—2026-10-30
Silver OAK Wealth Advisors Services, LLC
UNCHANGED1,5401,54000%$225.7K$211.4K-$14.2K2026-11-09
Verde Capital Management
INCREASED1,5391,500+39+3%$219.8K$211.3K-$8.5K2026-10-28
Friday Financial
NEW1,534—+1,534——$211.8K—2026-10-09
Wealth Management Nebraska
INCREASED1,5321,531+1+0%$224.5K$210.4K-$14.1K2026-10-26
Woodley Farra Manion Portfolio Management Inc
NEW1,530—+1,530——$210.1K—2026-11-05
Lebenthal Global Advisors, LLC
DECREASED1,53019,237-17,707-92%$2.8M$210.1K-$2.6M2026-10-28
New Hampshire Trust
UNCHANGED1,5301,53000%$224.2K$210.1K-$14.2K2026-10-20
Sheets Smith Wealth Management
DECREASED1,5281,572-44-3%$230.4K$209.8K-$20.7K2026-10-16
Lane Brothers & Co Inc
DECREASED1,5252,525-1,000-40%$370.0K$209.4K-$160.7K2026-11-02
Fairfield Financial Advisors, LTD
DECREASED1,5212,575-1,054-41%$377.3K$208.8K-$168.5K2026-10-14
TigerOak Management, L.L.C.
DECREASED1,5211,585-64-4%$232.3K$208.8K-$23.4K2026-10-23
Cherrydale Wealth Management, LLC
INCREASED1,5211,511+10+1%$221.4K$208.8K-$12.6K2026-10-20
IVC Wealth Advisors LLC
INCREASED1,5171,461+56+4%$214.1K$208.3K-$5.8K2026-10-23
LifeSteps Financial, Inc.
DECREASED1,5171,525-8-1%$223.5K$208.3K-$15.2K2026-10-15
Asset One Wealth Management LLC
NEW1,516—+1,516——$208.2K—2026-11-02
Successful Portfolios LLC
DECREASED1,5161,541-25-2%$221.2K$215.9K-$5.2K2026-10-09
Wiser Wealth Management, Inc
INCREASED1,5111,464+47+3%$214.5K$207.5K-$7.1K2026-10-14
15 Wealth Advisors LLC
NEW1,509—+1,509——$207.2K—2026-10-14
Hutchinson Capital Management
NEW1,508—+1,508——$207.0K—2026-11-09
Squire Investment Management Company, LLC
NEW1,506—+1,506——$206.8K—2026-11-03
tru Independence LLC
INCREASED1,5051,409+96+7%$206.4K$206.6K+$1572026-10-20
Ahara Advisors LLC
NEW1,504—+1,504——$206.5K—2026-10-29
Ring Mountain Capital, LLC
DECREASED1,5031,596-93-6%$234.0K$206.3K-$27.7K2026-10-13
B.O.S.S. Retirement Advisors, LLC
INCREASED1,5031,476+27+2%$216.3K$206.4K-$9.9K2026-10-26
Haven Private, LLC
DECREASED1,5021,508-60%$221.0K$206.2K-$14.8K2026-10-27
Veltria Advisors Corp.
INCREASED1,4991,457+42+3%$213.5K$205.8K-$7.7K2026-11-05
Stonehearth Capital Management, LLC
UNCHANGED1,4961,49600%$219.2K$205.3K-$13.8K2026-10-13
Acorn Wealth Advisors, LLC
INCREASED1,4951,443+52+4%$211.4K$205.2K-$6.2K2026-10-19
Hengehold Capital Management LLC
DECREASED1,4921,546-54-3%$226.6K$204.8K-$21.7K2026-10-16
Bensler, LLC
DECREASED1,4911,526-35-2%$223.6K$204.8K-$18.8K2026-11-05
CWS Financial Advisors, LLC
DECREASED1,4881,494-60%$218.9K$204.4K-$14.5K2026-10-16
Howard Bailey Securities, LLC
DECREASED1,4871,564-77-5%$229.2K$204.2K-$25.0K2026-10-27
Owl Creek Wealth Partners LLC
INCREASED1,4861,202+284+24%$176.2K$204.0K+$27.9K2026-10-20
Hanson & Doremus Investment Management
UNCHANGED1,4861,48600%$218.0K$204-$217.8K2026-10-16
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED1,4851,508-23-2%$221.0K$203.9K-$17.1K2026-10-13
Purus Wealth Management, LLC
NEW1,484—+1,484——$203.8K—2026-10-15
J.M. Arbour, LLC
INCREASED1,4821,405+77+5%$205.9K$203.5K-$2.4K2026-11-05
Founders Grove Wealth Partners, LLC
DECREASED1,4811,723-242-14%$252.5K$203.3K-$49.2K2026-10-16
Phillips Financial Management, LLC
DECREASED1,4811,663-182-11%$243.7K$203.3K-$40.4K2026-10-19
Park Capital Management, LLC / WI
DECREASED1,4791,556-77-5%$228.1K$203.1K-$25.0K2026-10-13
Legacy Wealth Asset Management, LLC
UNCHANGED1,4761,47600%$216.3K$202.7K-$13.7K2026-10-09
Melfa Wealth Management, Inc.
INCREASED1,4681,421+47+3%$208.3K$201.6K-$6.7K2026-11-06
Gen-Wealth Partners Inc
DECREASED1,4621,696-234-14%$248.5K$200.7K-$47.8K2026-11-04
Towne Trust Company, N.a
INCREASED1,4601,218+242+20%$178.5K$200.5K+$22.0K2026-10-28
Omnitrust Wealth Management, Inc
NEW1,458—+1,458——$200.2K—2026-11-02
Barlow Wealth Partners, LLC
UNCHANGED1,4331,43300%$201.3K$207.5K+$6.1K2026-10-15
Pittenger & Anderson Inc
DECREASED1,4291,590-161-10%$233.0K$196.2K-$36.8K2026-11-02
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED1,42838,358-36,930-96%$5.6M$196.1K-$5.4M2026-10-14
Fairscale Capital, LLC
INCREASED1,4191,382+37+3%$202.5K$185.4K-$17.1K2026-11-04
Ares Financial Consulting, LLC
DECREASED1,3821,409-27-2%$206.5K$189.8K-$16.7K2026-10-19
Flagship Wealth Advisors, LLC
UNCHANGED1,3731,37300%$201.2K$188.5K-$12.7K2026-11-03
Burkett Financial Services, LLC
INCREASED1,3541,349+5+0%$197.7K$186.0K-$11.7K2026-10-01
Private Wealth Management Group, LLC
INCREASED1,3361,160+176+15%$170.0K$183.4K+$13.4K2026-10-19
Intesa Sanpaolo Wealth Management
DECREASED1,3031,578-275-17%$231.3K$178.9K-$52.4K2026-10-28
Whipplewood Advisors, LLC
UNCHANGED1,2681,26800%$185.8K$174.1K-$11.7K2026-10-20
PlanVest Financial, Inc
INCREASED1,2521,251+1+0%$183.4K$171.9K-$11.5K2026-11-09
Rational Advisors, Inc.
INCREASED1,2411,057+184+17%$154.9K$170.4K+$15.5K2026-11-02
Centennial Bank
DECREASED1,2291,314-85-6%$192.6K$168.7K-$23.8K2026-11-09
Rachor Investment Advisory Services, LLC
INCREASED1,2291,224+5+0%$179.4K$168.8K-$10.6K2026-10-29
Olistico Wealth, LLC
UNCHANGED1,2291,22900%$180.1K$168.7K-$11.4K2026-10-05
Sava Infond d.o.o.
UNCHANGED1,2101,21000%$177.3K$166.1K-$11.2K2026-10-28
Hughes Financial Services, LLC
DECREASED1,2041,324-120-9%$194.0K$168.1K-$25.9K2026-10-30
Wolff Wiese Magana LLC
DECREASED1,1971,236-39-3%$181.2K$164.3K-$16.9K2026-10-15
POM Investment Strategies, LLC
DECREASED1,1941,204-10-1%$176.4K$163.9K-$12.5K2026-10-20
Fortitude Family Office, LLC
INCREASED1,185619+566+91%$90.7K$162.7K+$72.0K2026-10-14
United Financial Planning Group LLC
DECREASED1,1821,452-270-19%$212.8K$162.3K-$50.5K2026-11-04
Rothwell Investment Advisors, LLC
NEW1,178—+1,178——$161.8K—2026-11-06
Richardson Financial Services Inc.
INCREASED1,175483+692+143%$70.8K$161.3K+$90.5K2026-10-30
Kelleher Financial Advisors
DECREASED1,1501,478-328-22%$216.6K$157.9K-$58.7K2026-10-30
New England Capital Financial Advisors LLC
DECREASED1,1241,248-124-10%$182.8K$154.3K-$28.5K2026-11-03
Alpha Financial Advisors, LLC
INCREASED1,0751,065+10+1%$156.1K$147.6K-$8.5K2026-11-09
Sherman Asset Management, Inc.
DECREASED1,05415,714-14,660-93%$2.3M$144.7K-$2.2M2026-11-05
Cranbrook Wealth Management, LLC
UNCHANGED1,0421,04200%$152.7K$143.1K-$9.6K2026-10-28
Roxbury Financial LLC
DECREASED1,0391,239-200-16%$181.6K$142.6K-$38.9K2026-10-01
MTM Investment Management, LLC
UNCHANGED1,0371,03700%$152.0K$142.4K-$9.6K2026-10-30
Gables Capital Management Inc.
DECREASED1,0331,383-350-25%$202.7K$141.8K-$60.8K2026-11-04
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
DECREASED1,0329,388-8,356-89%$1.4M$141.7K-$1.2M2026-10-21
Reap Financial Group, LLC
INCREASED1,029940+89+9%$137.8K$141.2K+$3.4K2026-11-02
Pacific Center for Financial Services
UNCHANGED1,0251,02500%$150.2K$140.7K-$9.5K2026-10-15
GGM Financial LLC
DECREASED1,0171,066-49-5%$156.2K$139.6K-$16.7K2026-11-05
Essex Investment Management Co LLC
UNCHANGED1,0001,00000%$146.6K$137.3K-$9.3K2026-10-19
Cape Investment Advisory, Inc.
DECREASED9951,090-95-9%$159.7K$136.6K-$23.1K2026-10-13
Nova Financial LLC
NEW990—+990——$135.9K—2026-11-04
Buck Wealth Strategies, LLC
DECREASED9781,789-811-45%$262.2K$134.3K-$127.9K2026-10-28
Hoese & Co LLP
UNCHANGED97397300%$142.6K$133.6K-$9.0K2026-10-21
Fairway Wealth LLC
NEW957—+957——$131.4K—2026-10-30
Latitude Advisors, LLC
NEW955—+955——$131.1K—2026-10-27
Darwin Wealth Management, LLC
INCREASED93688+848+964%$12.9K$128.5K+$115.6K2026-11-09
Covestor Ltd
DECREASED923958-35-4%$140.0K$127-$139.9K2026-10-30
Trust Co
INCREASED920822+98+12%$120.5K$126.3K+$5.9K2026-10-09
Eukles Asset Management
DECREASED9151,597-682-43%$234.0K$125.6K-$108.4K2026-11-04
Holos Integrated Wealth LLC
UNCHANGED89489400%$126.6K$115.9K-$10.7K2026-10-23
Peck Wealth Management, LLC
UNCHANGED88488400%$129.6K$121.4K-$8.2K2026-10-29
Putney Financial Group LLC
NEW874—+874——$119.9K—2026-10-30
Creative Capital Management Investments LLC
DECREASED867886-19-2%$129.8K$119.0K-$10.8K2026-10-28
Steph & Co
INCREASED866850+16+2%$124.6K$118.9K-$5.7K2026-10-07
Pathway Financial Advisers, LLC
NEW856—+856——$117.5K—2026-10-27
Financial Network Wealth Advisors LLC
INCREASED848836+12+1%$122.5K$116.4K-$6.1K2026-10-28
Kentucky Trust Co
DECREASED8242,189-1,365-62%$320.8K$113.1K-$207.7K2026-10-15
Capstone Wealth Management Group, LLC
NEW817—+817——$229.7K—2026-11-05
Balance Wealth Partners LLC
NEW816—+816——$112.0K—2026-10-27
Lynch Investment Planning, LLC
NEW815—+815——$111.9K—2026-10-27
Align Financial, LLC
INCREASED809267+542+203%$39.1K$111.1K+$71.9K2026-10-16
Redwood Park Advisors LLC
INCREASED806500+306+61%$73.2K$110.7K+$37.5K2026-11-02
Hager Investment Management Services, LLC
DECREASED800936-136-15%$137.2K$109.8K-$27.3K2026-11-04
Pioneer Family Office, LLC
UNCHANGED80080000%$117.2K$109.8K-$7.4K2026-10-30
Abound Wealth Management
INCREASED762756+6+1%$110.9K$104.6K-$6.3K2026-10-26
Downshift Financial, LLC
DECREASED760767-7-1%$112.5K$104.4K-$8.1K2026-10-13
William Mack & Associates, Inc.
NEW757—+757——$103.9K—2026-10-27
Polaris Financial Partners
NEW752—+752——$103—2026-10-02
Harbor Asset Planning, Inc.
UNCHANGED75075000%$109.9K$103.0K-$6.9K2026-10-23
Lloyd Advisory Services, Llc.
UNCHANGED72572500%$106.3K$99.5K-$6.8K2026-11-02
Rydar Equities, Inc.
NEW722—+722——$103.6K—2026-10-13
Bay Harbor Wealth Management, LLC
DECREASED722835-113-14%$122.4K$99.1K-$23.2K2026-11-03
IMG Wealth Management, Inc.
DECREASED7211,519-798-53%$222.6K$99.0K-$123.6K2026-10-27
Boyd Watterson Asset Management LLC
UNCHANGED71971900%$105.4K$98.7K-$6.7K2026-11-06
DecisionPoint Financial, LLC
INCREASED712702+10+1%$100.0K$98.3K-$1.7K2026-10-27
Entrust Financial LLC
UNCHANGED71071000%$104.1K$97.5K-$6.6K2026-11-04
Mascoma Wealth Management LLC
INCREASED700654+46+7%$95.8K$96.1K+$2662026-10-23
Retirement Wealth Solutions LLC
INCREASED693677+16+2%$99.3K$95.1K-$4.2K2026-10-07
Bell Investment Advisors, Inc
DECREASED685736-51-7%$107.9K$94.1K-$13.8K2026-10-29
Virginia Estate & Retirement Planning Advisors Inc.
UNCHANGED68268200%$100.6K$93.9K-$6.7K2026-10-14
Piscataqua Savings Bank
DECREASED632762-130-17%$111.7K$86.8K-$24.9K2026-10-21
GoalVest Advisory LLC
DECREASED611795-184-23%$116.5K$83.9K-$32.6K2026-10-02
Madden Securities Corp
NEW600—+600——$82.4K—2026-10-27
Glass Jacobson Investment Advisors llc
UNCHANGED60060000%$87.9K$82.4K-$5.6K2026-10-26
Marquette Asset Management, LLC
INCREASED599147+452+307%$21.5K$82.2K+$60.7K2026-10-09
Arlington Trust Co LLC
DECREASED5981,122-524-47%$164.4K$82.1K-$82.3K2026-10-20
Torren Management, LLC
INCREASED597112+485+433%$16.4K$81.9K+$65.6K2026-10-29
Hilton Head Capital Partners, LLC
DECREASED585652-67-10%$95.6K$80.3K-$15.2K2026-10-23
First Community Trust NA
UNCHANGED58358300%$85.4K$80.0K-$5.4K2026-10-07
Tsfg, LLC
DECREASED5782,212-1,634-74%$324.0K$79-$323.9K2026-10-23
Quest 10 Wealth Builders, Inc.
DECREASED563577-14-2%$84.5K$77.3K-$7.3K2026-11-02
Brown Shipley& Co Ltd
UNCHANGED56156100%$82.2K$77.0K-$5.2K2026-10-09
Legacy Bridge, LLC
DECREASED553705-152-22%$103.3K$75.9K-$27.4K2026-10-28
Murphy & Mullick Capital Management Corp
INCREASED549499+50+10%$73.2K$75.4K+$2.2K2026-11-02
First Pacific Financial
DECREASED520611-91-15%$89.6K$71.4K-$18.2K2026-10-14
Tidemark, LLC
INCREASED508486+22+5%$71.2K$69.7K-$1.5K2026-11-09
DT Investment Partners, LLC
DECREASED5064,033-3,527-87%$591.0K$69.5K-$521.6K2026-10-27
Mainstream Capital Management LLC
NEW505—+505——$69.3K—2026-10-23
Advocate Investing Services LLC
UNCHANGED48348300%$70.8K$66.4K-$4.4K2026-10-26
Vima LLC
UNCHANGED48248200%$70.6K$66.2K-$4.5K2026-10-23
Elevated Capital Advisors, LLC
DECREASED4743,210-2,736-85%$470.4K$65.1K-$405.3K2026-11-04
Highland Investment Advisors LLC
DECREASED455527-72-14%$77.3K$62.5K-$14.8K2026-11-09
Next Level Wealth Planning, LLC
NEW431—+431——$59.2K—2026-10-29
Joseph Group Capital Management
DECREASED424492-68-14%$72.1K$58.2K-$13.9K2026-11-04
Toews Corp
UNCHANGED42142100%$61.7K$57.8K-$3.9K2026-11-09
UMB Private Wealth Management, LLC
NEW417—+417——$57.3K—2026-10-19
Disciplina Capital Management LLC
DECREASED414433-19-4%$63.5K$56.8K-$6.6K2026-11-06
Hilltop National Bank
DECREASED4059,145-8,740-96%$1.3M$55.6K-$1.3M2026-10-14
Nexus Investment Management ULC
UNCHANGED40040000%$58.6K$54.9K-$3.7K2026-10-27
Finley Financial, LLC
UNCHANGED40040000%$58.6K$55.2K-$3.4K2026-10-28
Financial Consulate, Inc
INCREASED394268+126+47%$39.3K$54.1K+$14.8K2026-10-23
Coston, McIsaac & Partners
DECREASED393395-2-1%$46.0K$54.0K+$8.0K2026-11-06
Princeton Global Asset Management LLC
DECREASED385409-24-6%$59.9K$52.9K-$7.0K2026-10-21
Sarver Vrooman Wealth Advisors
UNCHANGED37437400%$54.9K$51.4K-$3.5K2026-10-01
Beacon Financial Strategies Corp
DECREASED372400-28-7%$58.6K$51.1K-$7.5K2026-10-14
Luken Investment Analytics, LLC
UNCHANGED37237200%$54.5K$51.1K-$3.4K2026-11-06
MB, Levis & Associates, LLC
INCREASED360358+2+1%$52.5K$49.4K-$3.1K2026-10-16
Axiom Investment Management LLC
UNCHANGED35935900%$52.6K$49.3K-$3.3K2026-11-03
MJT & Associates Financial Advisory Group, Inc.
DECREASED358554-196-35%$81.1K$49.2K-$32.0K2026-10-07
Hurley Capital, LLC
UNCHANGED35535500%$52.1K$48.9K-$3.2K2026-11-05
Quaker Wealth Management, LLC
INCREASED350103+247+240%$15.1K$48.1K+$33.0K2026-10-22
Phillip James Consulting Co.
DECREASED344360-16-4%$52.8K$47.2K-$5.5K2026-11-03
Cherry Tree Wealth Management, LLC
DECREASED327341-14-4%$50.0K$44.9K-$5.1K2026-10-15
Investment Research & Advisory Group, Inc.
INCREASED327326+1+0%$52.0K$51.1K-$8982026-10-19
Belvedere Trading LLC
NEW318—+318——$43.7K—2026-11-05
Palladiem, LLC
INCREASED314313+1+0%$45.9K$43.2K-$2.7K2026-11-09
10Elms LLP
UNCHANGED30130100%$44.1K$41.4K-$2.8K2026-11-06
Clayton Financial Group LLC
NEW300—+300——$41.2K—2026-10-13
Western Pacific Wealth Management, LP
UNCHANGED30030000%$44.0K$41.2K-$2.8K2026-10-16
Maseco LLP
INCREASED298237+61+26%$34.8K$40.9K+$6.2K2026-10-27
Breakwater Investment Management
INCREASED298283+15+5%$41.5K$40.9K-$5582026-10-20
Planning Strategies Inc.
DECREASED296304-8-3%$44.6K$40.6K-$3.9K2026-10-02
KFG LLC
NEW288—+288——$39.5K—2026-11-02
Barrett & Company, Inc.
INCREASED285235+50+21%$34.4K$39.1K+$4.7K2026-10-22
One River Asset Management, LLC
DECREASED283410-127-31%$60.1K$38.9K-$21.2K2026-10-21
Avion Wealth
DECREASED283351-68-19%$51.0K$38-$51.0K2026-11-04
Sankala Group LLC
UNCHANGED28328300%$40.7K$39.0K-$1.8K2026-11-09
Prudent Man Investment Management, Inc.
DECREASED280416-136-33%$81.1K$38.4K-$42.6K2026-11-03
RMG Wealth Management LLC
DECREASED280301-21-7%$46.1K$34.5K-$11.6K2026-10-26
Dogwood Wealth Management LLC
DECREASED277289-12-4%$42.4K$38.0K-$4.3K2026-11-09
Sfam, LLC
UNCHANGED27727700%$40.6K$38.1K-$2.5K2026-11-03
Vision Financial Markets LLC
DECREASED270395-125-32%$57.0K$37.1K-$19.9K2026-10-22
Horizon Financial Services, LLC
INCREASED264231+33+14%$33.9K$36.2K+$2.4K2026-11-04
Aspect Partners, LLC
INCREASED256206+50+24%$30.2K$35.1K+$5.0K2026-10-20
SRH Advisors, LLC
UNCHANGED25225200%$36.9K$34.6K-$2.3K2026-10-22
Paladin Advisory Group, LLC
UNCHANGED24924900%$36.5K$34.2K-$2.3K2026-11-09
High Point Wealth Management, LLC
UNCHANGED24224200%$35.5K$33.2K-$2.2K2026-11-05
Proathlete Wealth Management LLC
NEW229—+229——$31.4K—2026-10-15
Halbert Hargrove Global Advisors, LLC
DECREASED224242-18-7%$35.5K$30.8K-$4.7K2026-10-16
Strengthening Families & Communities, LLC
INCREASED22267+155+231%$9.8K$30.5K+$20.7K2026-10-21
Markowski Investments
UNCHANGED22122100%$32.4K$30.3K-$2.0K2026-10-30
Sunrise Financial Services, LLC
UNCHANGED21221200%$31.1K$29.1K-$2.0K2026-10-21
North Point Portfolio Managers Corp
NEW200—+200——$27.5K—2026-10-07
Elevation Wealth Partners, LLC
DECREASED197289-92-32%$42.3K$27.0K-$15.3K2026-10-07
Hoey Investments, Inc
UNCHANGED19519500%$28.6K$26.8K-$1.8K2026-10-29
Bfsg, LLC
INCREASED194131+63+48%$19.2K$26.6K+$7.4K2026-10-30
Valued Wealth Advisors LLC
DECREASED189294-105-36%$43.1K$26.0K-$17.1K2026-11-05
Southern Michigan Bank & Trust
INCREASED188114+74+65%$16.7K$25.8K+$9.1K2026-10-19
Foresight Capital Management Advisors, Inc.
NEW186—+186——$25.5K—2026-10-27
Cedar Mountain Advisors, LLC
DECREASED184225-41-18%$32.9K$25.2K-$7.7K2026-10-15
Pilgrim Partners Asia Pte Ltd
NEW180—+180——$24.7K—2026-10-29
Matrix Trust Co
INCREASED179173+6+3%$25$25$02026-10-07
Clark Wealth Partners
DECREASED175201-26-13%$29.4K$24.1K-$5.4K2026-10-19
Richardson Capital Management LLC
INCREASED165113+52+46%$16.6K$22.7K+$6.1K2026-10-23
Bare Financial Services, Inc
DECREASED164175-11-6%$25.6K$22.5K-$3.1K2026-11-04
Miller Global Investments, LLC
UNCHANGED15215200%$22.3K$20.9K-$1.4K2026-10-02
Burk Holdings LLC
INCREASED150109+41+38%$16.0K$20.6K+$4.6K2026-11-05
Investors Research Corp
INCREASED150145+5+3%$21.3K$20.6K-$6552026-10-07
Adkins Seale Capital Management LLC
UNCHANGED14914900%$21.8K$20.5K-$1.4K2026-10-27
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED14414400%$21.1K$19.8K-$1.2K2026-10-28
Collier Financial
UNCHANGED13813800%$20.2K$19.0K-$1.2K2026-11-06
Security National Bank
NEW135—+135——$18.5K—2026-10-26
Kings Path Partners LLC
UNCHANGED11811800%$17.3K$16.2K-$1.1K2026-10-21
Morse Asset Management, Inc
UNCHANGED11511500%$16.9K$15.8K-$1.1K2026-11-09
PFS Partners, LLC
UNCHANGED11511500%$16.9K$15.8K-$1.1K2026-10-21
Kingdom Financial Group Llc.
INCREASED112105+7+7%$15.4K$15.3K-$922026-11-04
TFC Financial Management, Inc.
INCREASED111108+3+3%$15.8K$15.2K-$5872026-10-26
Fortis Group Advisors, LLC
DECREASED1088,115-8,007-99%$1.2M$14.8K-$1.2M2026-11-06
Jcic Asset Management Inc.
INCREASED10695+11+12%$14.0K$14.6K+$5792026-10-30
Kimelman & Baird, LLC
INCREASED10581+24+30%$11.9K$14.4K+$2.5K2026-11-03
Yankcom Partnership
DECREASED102127-25-20%$18.6K$14.0K-$4.6K2026-10-15
Accordant Advisory Group Inc
UNCHANGED10010000%$14.7K$13.7K-$9252026-10-29
Decker Retirement Planning Inc.
DECREASED992,726-2,627-96%$399.5K$13.6K-$385.9K2026-10-19
John Boyer, Inc.
NEW94—+94——$12.9K—2026-10-27
First Bancorp, Inc
INCREASED8040+40+100%$5.9K$11.0K+$5.1K2026-10-26
Fairman Group, LLC
UNCHANGED707000%$10.3K$9.6K-$6482026-10-26
Pacifica Partners Inc.
DECREASED67131-64-49%$18.4K$9.3K-$9.1K2026-10-09
Asset Planning,Inc
DECREASED66116-50-43%$17.0K$9.0K-$8.0K2026-10-26
Nvwm, LLC
DECREASED6412,096-12,032-99%$1.8M$8.8K-$1.8M2026-10-14
Cdkv Holdings LLC
UNCHANGED646400%$9.4K$8.8K-$5922026-10-28
NorthAvenue LLC
DECREASED56156-100-64%$22.9K$7.7K-$15.2K2026-10-29
Carolina Wealth Advisors, LLC
INCREASED4940+9+23%$5.9K$6.7K+$8662026-10-23
Evolution Wealth Management Inc.
DECREASED44146-102-70%$21.4K$6.0K-$15.4K2026-10-28
Team Financial Group, LLC
NEW43—+43——$5.9K—2026-10-30
Granite FO LLC
UNCHANGED424200%$6.2K$5.8K-$3882026-10-14
Bradley & Co. Private Wealth Management, LLC
DECREASED4075-35-47%$11.0K$5.5K-$5.5K2026-10-23
Paladin Partners, LLC
UNCHANGED404000%$5.9K$5.5K-$3702026-10-06
McCarley & Cook Financial Planners
UNCHANGED363600%$5.3K$4.9K-$3332026-10-21
PayPay Securities Corp
INCREASED3331+2+6%$4.5K$4.5K-$122026-10-27
RHL Group, LLC
NEW32—+32——$4.4K—2026-11-04
Nvest Wealth Strategies, Inc.
UNCHANGED323200%$4.7K$4.4K-$2752026-10-14
WestEnd Advisors, LLC
UNCHANGED282800%$4.1K$3.8K-$2592026-10-27
Blume Capital Management, Inc.
UNCHANGED252500%$3.7K$3.4K-$2312026-10-26
Gleason Group, Inc.
DECREASED23122-99-81%$17.9K$3.2K-$14.7K2026-10-15
Point Nemo Capital, LLC
UNCHANGED212100%$3.1K$2.9K-$1952026-11-03
Comprehensive Financial Planning, Inc.
UNCHANGED202000%$2.9K$2.7K-$1852026-10-27
Philadelphia Investment Partners, LLC
UNCHANGED202000%$2.9K$2.7K-$1852026-11-09
Contravisory Investment Management, Inc.
INCREASED1912+7+58%$1.8K$2.6K+$8502026-10-13
Fiduciary Advisors, Inc.
NEW18—+18——$2.5K—2026-10-16
DB Fitzpatrick & Co, Inc
INCREASED1512+3+25%$1.8K$2.1K+$3012026-10-19
Barnes Dennig Private Wealth Management LLC
DECREASED12136-124-91%$19.9K$1.6K-$18.3K2026-10-30
Davidson Capital Management Inc.
NEW8—+8——$1.1K—2026-10-15
Noble Wealth Management PBC
NEW6—+6——$824—2026-10-01
3 Factor Indexing, LLC
INCREASED54+1+25%$587$687+$1002026-10-15
Maryland Capital Advisors Inc.
UNCHANGED5500%$733$687-$462026-10-15
Tower View Wealth Management LLC
DECREASED47,999-7,995-100%$1.2M$550-$1.2M2026-10-23
Walsh & Associates, LLC
NEW3—+3——$412—2026-11-09
Broad Peak Investment Advisers Pte Ltd
CLOSED0347,000-347,000-100%$50.9M$0-$50.9M2026-11-02
Aegon Asset Management UK PLC
CLOSED0286,674-286,674-100%$42.0M$0-$42.0M2026-11-04
Y-Intercept (Hong Kong) Ltd
CLOSED0146,923-146,923-100%$21.5M$0-$21.5M2026-10-16
Abner Herrman & Brock LLC
CLOSED0105,970-105,970-100%$15.5K$0-$15.5K2026-10-20
Todd Asset Management LLC
CLOSED098,175-98,175-100%$14.4M$0-$14.4M2026-10-27
Caitong International Asset Management Co., Ltd
CLOSED095,749-95,749-100%$14.0M$0-$14.0M2026-10-29
Kepler Cheuvreux (Suisse) SA
CLOSED087,008-87,008-100%$12.8M$0-$12.8M2026-10-20
NFJ Investment Group, LLC
CLOSED066,804-66,804-100%$9.8M$0-$9.8M2026-11-09
Oak Thistle LLC
CLOSED059,752-59,752-100%$8.8M$0-$8.8M2026-10-21
Portman Square Capital LLP
CLOSED058,020-58,020-100%$8.5M$0-$8.5M2026-10-15
Wespac Advisors SoCal, LLC
CLOSED036,369-36,369-100%$5.3M$0-$5.3M2026-10-13
Highland Capital Management, LLC
CLOSED031,591-31,591-100%$4.6M$0-$4.6M2026-10-26
Legacy CG, LLC
CLOSED031,209-31,209-100%$4.6M$0-$4.6M2026-10-30
Great Lakes Retirement, Inc.
CLOSED030,239-30,239-100%$4.4M$0-$4.4M2026-10-26
Jefferies Financial Group Inc.
CLOSED029,808-29,808-100%$4.4M$0-$4.4M2026-11-05
Wealth Group, Ltd.
CLOSED023,943-23,943-100%$3.5M$0-$3.5M2026-10-30
Strategic Planning Group, LLC
CLOSED023,515-23,515-100%$3.4M$0-$3.4M2026-10-22
Emerald Investment Advisers, LLC
CLOSED023,130-23,130-100%$3.4M$0-$3.4M2026-11-09
TrinityBridge Ltd
CLOSED021,966-21,966-100%$3.2M$0-$3.2M2026-10-30
Brian LOW Financial Group, LLC
CLOSED016,763-16,763-100%$2.5M$0-$2.5M2026-10-28
SWS Partners
CLOSED015,793-15,793-100%$2.3M$0-$2.3M2026-10-26
Argus Investors' Counsel, Inc.
CLOSED014,585-14,585-100%$2.1M$0-$2.1M2026-10-09
Auto-Owners Insurance Co
CLOSED014,500-14,500-100%$2.1M$0-$2.1M2026-10-15
VCI Wealth Management LLC
CLOSED013,885-13,885-100%$2.0M$0-$2.0M2026-10-29
Whitaker-Myers Wealth Managers, Ltd.
CLOSED013,668-13,668-100%$2.0M$0-$2.0M2026-10-09
Castle Rock Wealth Management, LLC
CLOSED013,320-13,320-100%$1.9M$0-$1.9M2026-10-09
Kampmann Melissa S.
CLOSED011,732-11,732-100%$1.7M$0-$1.7M2026-10-28
Gratus Wealth Advisors, LLC
CLOSED010,815-10,815-100%$1.6M$0-$1.6M2026-10-26
LFG Wealth Partners, LLC
CLOSED010,390-10,390-100%$1.5M$0-$1.5M2026-10-28
B&D White Capital Company, LLC
CLOSED010,351-10,351-100%$1.5M$0-$1.5M2026-11-02
Central Pacific Bank - Trust Division
CLOSED09,144-9,144-100%$1.3M$0-$1.3M2026-10-06
BayBridge Capital Group, LLC
CLOSED08,874-8,874-100%$1.3M$0-$1.3M2026-10-13
Redmond Asset Management, LLC
CLOSED08,530-8,530-100%$1.3M$0-$1.3M2026-10-27
Oakwell Private Wealth Management, LLC
CLOSED07,218-7,218-100%$1.1M$0-$1.1M2026-11-06
Corda Investment Management, Llc.
CLOSED07,161-7,161-100%$1.0M$0-$1.0M2026-10-22
StoryOne LLC
CLOSED06,429-6,429-100%$942.2K$0-$942.2K2026-10-13
Realta Investment Advisors
CLOSED06,354-6,354-100%$931.2K$0-$931.2K2026-10-14
Aventus Investment Advisors, Inc.
CLOSED05,498-5,498-100%$805.7K$0-$805.7K2026-10-09
Amitell Capital Pte Ltd
CLOSED04,969-4,969-100%$728.2K$0-$728.2K2026-11-02
Castleview Partners, LLC
CLOSED04,548-4,548-100%$666.5K$0-$666.5K2026-10-09
Financial Planning Hawaii, Inc.
CLOSED04,478-4,478-100%$656.3K$0-$656.3K2026-10-13
Stableford Capital II LLC
CLOSED04,454-4,454-100%$652.7K$0-$652.7K2026-10-09
Wellington Shields & Co., LLC
CLOSED04,375-4,375-100%$641.2K$0-$641.2K2026-11-03
Fortune 45 LLC
CLOSED03,748-3,748-100%$549.6K$0-$549.6K2026-10-14
Hartline Investment Corp/
CLOSED03,733-3,733-100%$547.1K$0-$547.1K2026-10-29
ASL Financial, LLC
CLOSED03,411-3,411-100%$499.9K$0-$499.9K2026-10-15
SBE LLC DBA Cedar Cove Wealth Partners
CLOSED03,343-3,343-100%$489.9K$0-$489.9K2026-10-15
Clear Trail Advisors, LLC
CLOSED03,319-3,319-100%$486.4K$0-$486.4K2026-10-20
LEE Johnson Capital Management, LLC
CLOSED03,251-3,251-100%$476.4K$0-$476.4K2026-11-09
Colton Groome Financial Advisors, LLC
CLOSED03,194-3,194-100%$468.0K$0-$468.0K2026-10-06
Summit Securities Group LLC
CLOSED03,110-3,110-100%$455.8K$0-$455.8K2026-11-05
Focused Alpha, LLC
CLOSED02,929-2,929-100%$429.2K$0-$429.2K2026-10-20
4Wealth Advisors, Inc.
CLOSED02,889-2,889-100%$426.9K$0-$426.9K2026-10-13
Virtue Capital Management, LLC
CLOSED02,749-2,749-100%$402.9K$0-$402.9K2026-10-29
PFG Private Wealth Management, LLC
CLOSED02,659-2,659-100%$389.7K$0-$389.7K2026-10-15
Meridian Wealth Partners, LLC
CLOSED02,637-2,637-100%$386.5K$0-$386.5K2026-11-09
Crescent Sterling, Ltd.
CLOSED02,455-2,455-100%$359.8K$0-$359.8K2026-10-16
Autumn Glory Partners, LLC
CLOSED02,420-2,420-100%$354.7K$0-$354.7K2026-10-26
Providence Financial Advisors, LLC
CLOSED02,397-2,397-100%$351.3K$0-$351.3K2026-11-06
Wellington Shields Capital Management, LLC
CLOSED02,386-2,386-100%$349.7K$0-$349.7K2026-11-03
Pacific Excel Wealth Advisors, Inc.
CLOSED02,355-2,355-100%$345.1K$0-$345.1K2026-10-27
Fulcrum Equity Management
CLOSED02,065-2,065-100%$302.6K$0-$302.6K2026-10-21
Saxon Interests, Inc.
CLOSED02,008-2,008-100%$294.3K$0-$294.3K2026-10-26
Gill Capital Partners, LLC
CLOSED02,008-2,008-100%$294.3K$0-$294.3K2026-10-13
GEM Asset Management, LLC
CLOSED01,992-1,992-100%$291.9K$0-$291.9K2026-10-13
MFA Wealth Advisors, LLC
CLOSED01,954-1,954-100%$286.4K$0-$286.4K2026-10-07
D.B. Root & Company, LLC
CLOSED01,943-1,943-100%$284.7K$0-$284.7K2026-11-04
Argyle Capital Partners, LLC
CLOSED01,908-1,908-100%$279.6K$0-$279.6K2026-10-23
Family Office Research LLC
CLOSED01,895-1,895-100%$277.8K$0-$277.8K2026-10-14
Brown Wealth Management, LLC
CLOSED01,824-1,824-100%$267.3K$0-$267.3K2026-10-20
Olympiad Research LP
CLOSED01,815-1,815-100%$266.0K$0-$266.0K2026-11-04
Xcel Wealth Management, LLC
CLOSED01,798-1,798-100%$263.5K$0-$263.5K2026-10-26
Wespac Advisors, LLC
CLOSED01,754-1,754-100%$257.0K$0-$257.0K2026-10-26
Shepherd Street Advisors LLC
CLOSED01,728-1,728-100%$228.9K$0-$228.9K2026-10-21
Decision Investments, Inc
CLOSED01,697-1,697-100%$248.7K$0-$248.7K2026-10-07
Vermillion Wealth Management, Inc.
CLOSED01,689-1,689-100%$247.6K$0-$247.6K2026-10-26
Brick & Kyle, Associates
CLOSED01,662-1,662-100%$244.5K$0-$244.5K2026-11-05
Nautilus Advisors LLC
CLOSED01,654-1,654-100%$232.7K$0-$232.7K2026-10-07
First City Capital Management, Inc.
CLOSED01,644-1,644-100%$240.9K$0-$240.9K2026-10-27
Vestia Personal Wealth Advisors
CLOSED01,641-1,641-100%$240.5K$0-$240.5K2026-10-20
Lifestyle Asset Management, Inc.
CLOSED01,595-1,595-100%$233.7K$0-$233.7K2026-10-20
Waterway Wealth Management, LLC
CLOSED01,591-1,591-100%$233.2K$0-$233.2K2026-10-28
Cypress Point Wealth Management, LLC
CLOSED01,571-1,571-100%$230.2K$0-$230.2K2026-11-03
Baron Wealth Management LLC
CLOSED01,564-1,564-100%$229.2K$0-$229.2K2026-10-27
Vision Capital Management, Inc.
CLOSED01,548-1,548-100%$226.9K$0-$226.9K2026-10-20
Cherry Creek Investment Advisors, Inc.
CLOSED01,546-1,546-100%$226.6K$0-$226.6K2026-10-14
Caliber Wealth Management, LLC / KS
CLOSED01,534-1,534-100%$224.8K$0-$224.8K2026-11-04
Fourpath Capital Management, LLC
CLOSED01,518-1,518-100%$222.5K$0-$222.5K2026-10-19
ProCore Advisors, LLC
CLOSED01,510-1,510-100%$221.2K$0-$221.2K2026-10-14
Oak Harvest Investment Services
CLOSED01,509-1,509-100%$221.2K$0-$221.2K2026-10-20
BridgePort Financial Solutions, LLC
CLOSED01,503-1,503-100%$220.3K$0-$220.3K2026-11-02
Paulson Wealth Management Inc.
CLOSED01,477-1,477-100%$216.5K$0-$216.5K2026-11-02
Invested Advisors
CLOSED01,473-1,473-100%$215.9K$0-$215.9K2026-10-23
Tillman Hartley LLC
CLOSED01,459-1,459-100%$213.8K$0-$213.8K2026-11-06
Split Rock Private Trading & Wealth Management, LLC
CLOSED01,456-1,456-100%$213.4K$0-$213.4K2026-10-15
Financial Insights, Inc.
CLOSED01,450-1,450-100%$212.5K$0-$212.5K2026-10-27
Massachusetts Wealth Management
CLOSED01,450-1,450-100%$212.5K$0-$212.5K2026-10-21
BCV Asset Management Inc.
CLOSED01,445-1,445-100%$214.0K$0-$214.0K2026-11-06
Wealthcare Capital Partners, LLC
CLOSED01,444-1,444-100%$211.6K$0-$211.6K2026-10-21
August Group Capital Ltd
CLOSED01,437-1,437-100%$210.6K$0-$210.6K2026-10-14
Luts & Greenleigh Group, Inc.
CLOSED01,437-1,437-100%$210.6K$0-$210.6K2026-11-05
Visionary Horizons, LLC
CLOSED01,433-1,433-100%$210.0K$0-$210.0K2026-10-22
Sage Mountain Advisors LLC
CLOSED01,432-1,432-100%$209.9K$0-$209.9K2026-11-02
Lotus Asset Management LLC
CLOSED01,432-1,432-100%$209.8K$0-$209.8K2026-10-14
Trust Co of Kansas
CLOSED01,431-1,431-100%$210.0K$0-$210.0K2026-11-06
Sterling Group Wealth Management, LLC
CLOSED01,430-1,430-100%$209.6K$0-$209.6K2026-11-03
Letko, Brosseau & Associates Inc
CLOSED01,420-1,420-100%$208.1K$0-$208.1K2026-11-06
Warburton Capital Management, LLC
CLOSED01,417-1,417-100%$207.0K$0-$207.0K2026-11-06
Mullooly Asset Management, Inc.
CLOSED01,417-1,417-100%$207.6K$0-$207.6K2026-10-30
Voisard Asset Management Group, Inc.
CLOSED01,415-1,415-100%$207.4K$0-$207.4K2026-10-13
One Plus One Wealth Management, LLC
CLOSED01,412-1,412-100%$206.9K$0-$206.9K2026-10-16
CFM Wealth Partners LLC
CLOSED01,396-1,396-100%$204.5K$0-$204.5K2026-11-05
Adamsbrown Wealth Consultants LLC
CLOSED01,392-1,392-100%$204.0K$0-$204.0K2026-10-20
Milestones Private Investment Advisors LLC
CLOSED01,390-1,390-100%$203.7K$0-$203.7K2026-10-19
Vista Investment Partners II, LLC
CLOSED01,388-1,388-100%$203.5K$0-$203.5K2026-10-15
RVW Wealth, LLC
CLOSED01,387-1,387-100%$203.3K$0-$203.3K2026-10-06
RFG - Bristol Wealth Advisors, LLC
CLOSED01,384-1,384-100%$202.9K$0-$202.9K2026-10-09
Meridian Financial Advisors, LLC
CLOSED01,383-1,383-100%$202.7K$0-$202.7K2026-10-14
Park Edge Advisors, LLC
CLOSED01,378-1,378-100%$202.0K$0-$202.0K2026-10-28
Shelter Rock Management, LLC
CLOSED01,370-1,370-100%$200.8K$0-$200.8K2026-10-09
Matisse Capital
CLOSED01,369-1,369-100%$200.6K$0-$200.6K2026-10-29
Genesee Capital Advisors, LLC
CLOSED01,368-1,368-100%$200.5K$0-$200.5K2026-10-20
MBE Wealth Management, LLC
CLOSED01,367-1,367-100%$200.3K$0-$200.3K2026-10-26
Solstein Capital, LLC
CLOSED01,256-1,256-100%$184.1K$0-$184.1K2026-11-02
Obsidian CIO, LLC
CLOSED0856-856-100%$125.4K$0-$125.4K2026-11-05
Cornerstone Planning Group LLC
CLOSED0771-771-100%$97.1K$0-$97.1K2026-10-16
Commonwealth Retirement Investments LLC
CLOSED0668-668-100%$97.9K$0-$97.9K2026-10-26
Viewpoint Capital Management LLC
CLOSED0504-504-100%$73.9K$0-$73.9K2026-10-27
Evolution Advisers, Inc.
CLOSED0384-384-100%$56.0K$0-$56.0K2026-11-06
Robinswood Financial LLC
CLOSED0370-370-100%$54.2K$0-$54.2K2026-10-20
Islay Capital Management, LLC
CLOSED0300-300-100%$44.0K$0-$44.0K2026-10-20
Spectrum Wealth Advisory Group, LLC
CLOSED0221-221-100%$32.4K$0-$32.4K2026-10-29
First Premier Bank
CLOSED0210-210-100%$31$0-$312026-10-13
Atlatl Advisers LLC
CLOSED0139-139-100%$20.4K$0-$20.4K2026-10-22
LFA - Lugano Financial Advisors SA
CLOSED0109-109-100%$16.0K$0-$16.0K2026-11-03
Stone House Investment Management, LLC
CLOSED095-95-100%$13.9K$0-$13.9K2026-10-23
Strategic Wealth Advisors LLC
CLOSED047-47-100%$9$0-$92026-11-06
William B. Walkup & Associates, Inc.
CLOSED020-20-100%$2.9K$0-$2.9K2026-11-05
Navigoe, LLC
CLOSED018-18-100%$2$0-$22026-11-04
Morton Brown Family Wealth, LLC
CLOSED06-6-100%$879$0-$8792026-10-23
Illumine Investment Management, LLC
UNCHANGED000—$293.4K$274.9K-$18.5K2026-10-22
BlackRock, Inc.
N/A—145,353,687-145,353,687-100%$21.3B———
Vanguard Capital Management LLC
N/A—111,788,001-111,788,001-100%$16.4B———
State Street Corp
N/A—78,645,193-78,645,193-100%$11.5B———
Vanguard Portfolio Management LLC
N/A—57,285,664-57,285,664-100%$8.4B———
Capital Research Global Investors
N/A—39,746,237-39,746,237-100%$5.8B———
Morgan Stanley
N/A—30,551,196-30,551,196-100%$4.5B———
FMR LLC
N/A—26,025,909-26,025,909-100%$3.8B———
Norges Bank
N/A—25,002,553-25,002,553-100%$3.7B———
Bank of America Corp
N/A—23,954,012-23,954,012-100%$3.5B———
JPMorgan Chase & Co
N/A—22,899,905-22,899,905-100%$3.4B———
Goldman Sachs Group Inc
N/A—21,280,008-21,280,008-100%$3.1B———
Price T Rowe Associates Inc
N/A—19,407,007-19,407,007-100%$2.8B———
Northern Trust Corp
N/A—18,761,305-18,761,305-100%$2.7B———
Loomis Sayles & Co L P
N/A—16,698,361-16,698,361-100%$2.4B———
UBS Asset Management Americas LLC
N/A—14,680,278-14,680,278-100%$2.2B———
UBS Group AG
N/A—13,398,656-13,398,656-100%$2.0B———
Jupiter Topco LLC
N/A—12,732,052-12,732,052-100%$1.9B———
Charles Schwab Investment Management Inc
N/A—10,531,224-10,531,224-100%$1.5B———
Franklin Resources Inc
N/A—10,499,419-10,499,419-100%$1.5B———
SG Americas Securities, LLC
N/A—10,306,777-10,306,777-100%$1.5B———
Legal & General Group Plc
N/A—9,897,265-9,897,265-100%$1.5B———
Vanguard Fiduciary Trust Co
N/A—9,778,065-9,778,065-100%$1.4B———
First Eagle Investment Management, LLC
N/A—8,516,878-8,516,878-100%$1.2B———
BNP Paribas Financial Markets
N/A—7,917,123-7,917,123-100%$1.2B———
Wells Fargo & Company
N/A—7,764,519-7,764,519-100%$1.1B———
Nuveen, LLC
N/A—7,760,362-7,760,362-100%$1.1B———
Ameriprise Financial Inc
N/A—6,447,514-6,447,514-100%$945.8M———
Jane Street Group, LLC
N/A—6,274,803-6,274,803-100%$919.6M———
Royal Bank of Canada
N/A—6,207,486-6,207,486-100%$909.7M———
FIL Ltd
N/A—5,989,419-5,989,419-100%$877.7M———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—5,954,658-5,954,658-100%$872.6M———
Jennison Associates LLC
N/A—5,793,909-5,793,909-100%$849.1M———
Invesco Ltd.
N/A—5,431,312-5,431,312-100%$796.0M———
Primecap Management Co
N/A—5,386,230-5,386,230-100%$789.4M———
First Trust Advisors LP
N/A—5,336,948-5,336,948-100%$782.1M———
Susquehanna International Group, LLP
N/A—5,275,797-5,275,797-100%$773.2M———
Raymond James Financial Inc
N/A—5,179,433-5,179,433-100%$759.0M———
Swiss National Bank
N/A—4,866,980-4,866,980-100%$713.3M———
Alliancebernstein L.P.
N/A—4,864,222-4,864,222-100%$715.6M———
Citadel Advisors LLC
N/A—4,756,029-4,756,029-100%$697.0M———
HSBC Holdings PLC
N/A—4,579,509-4,579,509-100%$671.6M———
Clearbridge Investments, LLC
N/A—4,214,719-4,214,719-100%$617.7M———
Neuberger Berman Group LLC
N/A—4,119,442-4,119,442-100%$603.7M———
National Pension Service
N/A—3,874,480-3,874,480-100%$567.8M———
Canada Pension Plan Investment Board
N/A—3,775,549-3,775,549-100%$553.3M———
First Manhattan Co. Llc.
N/A—3,772,494-3,772,494-100%$552.9M———
Vanguard Global Advisers, LLC
N/A—3,664,635-3,664,635-100%$537.1M———
Ensign Peak Advisors, Inc
N/A—3,581,192-3,581,192-100%$524.8M———
Polen Capital Management LLC
N/A—3,574,259-3,574,259-100%$523.8M———
Wellington Management Group LLP
N/A—3,436,341-3,436,341-100%$503.6M———
Point72 Asset Management, L.P.
N/A—3,410,580-3,410,580-100%$499.8M———
Vanguard Asset Management, Ltd
N/A—3,333,734-3,333,734-100%$488.6M———
Rhumbline Advisers
N/A—3,040,101-3,040,101-100%$445.5M———
D. E. Shaw & Co., Inc.
N/A—3,036,223-3,036,223-100%$445.0M———
American Century Companies Inc
N/A—2,912,302-2,912,302-100%$426.8M———
Toronto Dominion Bank
N/A—2,858,784-2,858,784-100%$419.0M———
Envestnet Asset Management Inc
N/A—2,807,230-2,807,230-100%$411.4M———
AQR Capital Management LLC
N/A—2,755,930-2,755,930-100%$403.9M———
California State Teachers Retirement System
N/A—2,611,784-2,611,784-100%$382.8M———
HRT Financial LP
N/A—2,529,805-2,529,805-100%$370.7M———
California Public Employees Retirement System
N/A—2,492,221-2,492,221-100%$365.2M———
Qube Research & Technologies Ltd
N/A—2,386,226-2,386,226-100%$349.7M———
Natixis Advisors, LLC
N/A—2,360,543-2,360,543-100%$345.9M———
Millennium Management LLC
N/A—2,258,042-2,258,042-100%$330.9M———
Boston Partners
N/A—2,219,661-2,219,661-100%$323.2M———
Barrow Hanley Mewhinney & Strauss LLC
N/A—2,073,517-2,073,517-100%$303.9M———
National Bank of Canada
N/A—1,931,417-1,931,417-100%$283.3M———
Brown Brothers Harriman & Co
N/A—1,850,035-1,850,035-100%$271.1M———
Adage Capital Partners GP, L.L.C.
N/A—1,846,649-1,846,649-100%$270.6M———
New York State Common Retirement Fund
N/A—1,825,065-1,825,065-100%$267.5M———
Canada Life Assurance Co
N/A—1,794,954-1,794,954-100%$263.0M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—1,705,892-1,705,892-100%$250.1M———
1832 Asset Management L.P.
N/A—1,612,948-1,612,948-100%$236.4M———
Winslow Capital Management, LLC
N/A—1,537,543-1,537,543-100%$225.3M———
Aviva PLC
N/A—1,509,274-1,509,274-100%$221.2M———
State Board of Administration of Florida Retirement System
N/A—1,477,107-1,477,107-100%$216.5M———
APG Asset Management N.V.
N/A—1,464,351-1,464,351-100%$187.7M———
Optiver Holding B.V.
N/A—1,433,786-1,433,786-100%$210.1M———
Bridgewater Associates, LP
N/A—1,432,967-1,432,967-100%$210.0M———
Prudential Financial Inc
N/A—1,418,318-1,418,318-100%$207.9M———
DnB Asset Management AS
N/A—1,410,210-1,410,210-100%$206.7M———
Manufacturers Life Insurance Company, the
N/A—1,280,632-1,280,632-100%$187.7M———
Tudor Investment Corp ET AL
N/A—1,262,004-1,262,004-100%$184.9M———
Voya Investment Management LLC
N/A—1,253,800-1,253,800-100%$183.7M———
HighTower Advisors, LLC
N/A—1,243,136-1,243,136-100%$182.2M———
Cerity Partners LLC
N/A—1,223,064-1,223,064-100%$179.2M———
Capstone Investment Advisors, LLC
N/A—1,217,291-1,217,291-100%$178.4M———
Korea Investment Corp
N/A—1,216,939-1,216,939-100%$178.3M———
SEI Investments Co
N/A—1,207,098-1,207,098-100%$176.9M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—1,199,689-1,199,689-100%$175.8M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—1,173,341-1,173,341-100%$170.9M———
Altshuler Shaham Ltd
N/A—1,167,767-1,167,767-100%$171.1M———
Stifel Financial Corp
N/A—1,154,283-1,154,283-100%$169.2M———
Tidal Investments LLC
N/A—1,140,995-1,140,995-100%$167.2M———
Bank of Nova Scotia
N/A—1,123,970-1,123,970-100%$164.7M———
Royal London Asset Management LTD
N/A—1,097,932-1,097,932-100%$160.9M———
Schroder Investment Management Group
N/A—1,073,314-1,073,314-100%$157.3M———
Public Sector Pension Investment Board
N/A—1,070,986-1,070,986-100%$157.0M———
Credit Agricole S A
N/A—1,064,563-1,064,563-100%$156.0M———
Mariner, LLC
N/A—1,057,648-1,057,648-100%$155.0M———
Quantinno Capital Management LP
N/A—1,048,131-1,048,131-100%$153.6M———
TD Asset Management Inc
N/A—1,030,199-1,030,199-100%$151.0M———
Glenmede Trust Co NA
N/A—1,020,778-1,020,778-100%$149.6M———
Treasurer of the State of North Carolina
N/A—992,264-992,264-100%$145.4M———
Victory Capital Management Inc
N/A—982,222-982,222-100%$143.9M———
Marshall Wace, LLP
N/A—968,054-968,054-100%$141.9M———
Jones Financial Companies Lllp
N/A—925,049-925,049-100%$137.3M———
Voloridge Investment Management, LLC
N/A—923,337-923,337-100%$135.3M———
State of Wisconsin Investment Board
N/A—920,104-920,104-100%$134.8M———
Storebrand Asset Management AS
N/A—919,027-919,027-100%$134.7M———
CIBC Bancorp USA Inc.
N/A—889,408-889,408-100%$130.8M———
Vanguard Investments Australia, Ltd.
N/A—882,660-882,660-100%$129.4M———
M&T Bank Corp
N/A—879,151-879,151-100%$128.8M———
Nomura Asset Management Co LTD
N/A—875,497-875,497-100%$128.3M———
Mitsubishi UFJ Trust & Banking Corp
N/A—862,090-862,090-100%$126.3M———
Gendell Jeffrey L
N/A—861,500-861,500-100%$126.3M———
Cetera Investment Advisers
N/A—857,071-857,071-100%$125.6M———
Chevy Chase Trust Holdings, LLC
N/A—843,832-843,832-100%$123.7M———
Resona Asset Management Co.,Ltd.
N/A—814,812-814,812-100%$119.7M———
BNP Paribas Asset Management Holding S.A.
N/A—813,760-813,760-100%$119.3M———
Capital World Investors
N/A—788,462-788,462-100%$115.5M———
Saturna Capital Corp
N/A—748,046-748,046-100%$97.6M———
Osaic Holdings, Inc.
N/A—743,206-743,206-100%$109.0M———
Banco Santander, S.A.
N/A—722,074-722,074-100%$105.8M———
DSM Capital Partners LLC
N/A—715,341-715,341-100%$104.8M———
Allianz Asset Management GmbH
N/A—712,286-712,286-100%$104.4M———
Focus Partners Wealth
N/A—711,051-711,051-100%$104.2M———
KLP Kapitalforvaltning AS
N/A—689,142-689,142-100%$101.0M———
Quadrature Capital Ltd
N/A—655,857-655,857-100%$96.1M———
Harris Associates L P
N/A—650,879-650,879-100%$95.4M———
Rockefeller Capital Management L.P.
N/A—650,313-650,313-100%$95.3M———
Public Employees Retirement System of Ohio
N/A—647,933-647,933-100%$95.0M———
Huntington National Bank
N/A—643,299-643,299-100%$94.3M———
Bowie Capital Management, LLC
N/A—617,622-617,622-100%$90.5M———
Rafferty Asset Management, LLC
N/A—605,668-605,668-100%$88.8M———
Marex Group Ltd
N/A—596,634-596,634-100%$87.4M———
Caisse de Depot ET Placement DU Quebec
N/A—595,228-595,228-100%$87.2M———
Mercer Global Advisors Inc
N/A—580,555-580,555-100%$85.1M———
State of Tennessee, Department of Treasury
N/A—576,965-576,965-100%$84.6M———
Advisors Capital Management, LLC
N/A—562,848-562,848-100%$82.5M———
Tredje Ap-fonden
N/A—544,319-544,319-100%$79.8M———
RK Capital Management, LLC
N/A—540,000-540,000-100%$79.1M———
Cresset Asset Management, LLC
N/A—531,068-531,068-100%$77.8M———
Teacher Retirement System of Texas
N/A—528,666-528,666-100%$77.5M———
Oversea-Chinese Banking Corp Ltd
N/A—528,017-528,017-100%$78.3M———
Northwestern Mutual Wealth Management Co
N/A—527,219-527,219-100%$77.3M———
CapitalatWork S.A.
N/A—521,279-521,279-100%$76.4M———
Atalanta Sosnoff Capital, LLC
N/A—519,661-519,661-100%$76.2M———
Baird Financial Group, Inc.
N/A—509,857-509,857-100%$74.7M———
Clal Insurance Enterprises Holdings Ltd
N/A—506,066-506,066-100%$74.2M———
Penserra Capital Management LLC
N/A—505,615-505,615-100%$74.1M———
M37 Management LP
N/A—500,000-500,000-100%$73.3M———
Zurich Insurance Group Ltd
N/A—495,414-495,414-100%$72.6M———
Haverford Trust Co
N/A—494,037-494,037-100%$72.4M———
TCW Group Inc
N/A—493,119-493,119-100%$72.3M———
Balyasny Asset Management L.P.
N/A—486,649-486,649-100%$71.3M———
CIBC World Market Inc.
N/A—485,198-485,198-100%$71.1M———
ING Groep NV
N/A—483,888-483,888-100%$70.9M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—482,087-482,087-100%$70.6M———
Defiance ETFs, LLC
N/A—478,066-478,066-100%$68.1M———
Erste Asset Management GmbH
N/A—471,452-471,452-100%$70.4M———
EP Wealth Advisors, LLC
N/A—466,837-466,837-100%$68.4M———
Vident Advisory, LLC
N/A—466,383-466,383-100%$68.3M———
MetLife Investment Management, LLC
N/A—455,801-455,801-100%$66.8M———
Trexquant Investment LP
N/A—455,051-455,051-100%$66.7M———
Nomura Holdings Inc
N/A—435,485-435,485-100%$63.8M———
Captrust Financial Advisors
N/A—428,059-428,059-100%$62.7M———
AE Wealth Management LLC
N/A—427,803-427,803-100%$62.7M———
Janney Montgomery Scott LLC
N/A—421,145-421,145-100%$61.7M———
Commerce Bank
N/A—414,252-414,252-100%$60.7M———
NewEdge Advisors, LLC
N/A—409,753-409,753-100%$60.0M———
MAI Capital Management
N/A—406,171-406,171-100%$59.5M———
Jump Financial, LLC
N/A—405,820-405,820-100%$59.5M———
Cantor Fitzgerald, L. P.
N/A—394,766-394,766-100%$57.9M———
Harvest Portfolios Group Inc.
N/A—379,067-379,067-100%$55.6M———
Blue Sparrow, LLC
N/A—375,400-375,400-100%$55.0M———
Cannell & Spears LLC
N/A—373,706-373,706-100%$54.8M———
Woodline Partners LP
N/A—372,005-372,005-100%$54.5M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—368,808-368,808-100%$53.9M———
&partners
N/A—357,315-357,315-100%$52.3M———
Ghisallo Capital Management LLC
N/A—350,000-350,000-100%$51.3M———
Pathstone Holdings, LLC
N/A—346,468-346,468-100%$51.0M———
Clear Street Group Inc.
N/A—343,708-343,708-100%$50.4M———
Foundations Investment Advisors, LLC
N/A—343,560-343,560-100%$50.3M———
HM Payson & Co
N/A—325,784-325,784-100%$47.7M———
Vanguard Personalized Indexing Management, LLC
N/A—325,428-325,428-100%$47.7M———
Teachers Retirement System of the State of Kentucky
N/A—320,631-320,631-100%$47.0M———
Pacer Advisors, Inc.
N/A—317,132-317,132-100%$46.5M———
Scotia Capital Inc.
N/A—316,361-316,361-100%$46.4M———
O'shaughnessy Asset Management, LLC
N/A—314,939-314,939-100%$46.2M———
Blair William & Co
N/A—305,552-305,552-100%$44.8M———
Zacks Investment Management
N/A—302,214-302,214-100%$44.3M———
QRG Capital Management, Inc.
N/A—300,056-300,056-100%$44.0M———
Life Cycle Investment Partners Ltd
N/A—299,137-299,137-100%$43.8M———
Lazard Asset Management LLC
N/A—298,930-298,930-100%$43.8M———
MML Investors Services, LLC
N/A—295,584-295,584-100%$43.3M———
USS Investment Management Ltd
N/A—281,622-281,622-100%$41.3M———
Stock Yards Bank & Trust Co
N/A—277,471-277,471-100%$40.7M———
CI Investments Inc.
N/A—277,276-277,276-100%$40.6M———
IEQ Capital, LLC
N/A—275,760-275,760-100%$40.4M———
Davidson Kempner Capital Management LP
N/A—275,000-275,000-100%$40.3M———
CTC LLC
N/A—270,504-270,504-100%$39.6M———
Peapack Gladstone Financial Corp
N/A—267,577-267,577-100%$39.2M———
Mediolanum International Funds Ltd
N/A—267,351-267,351-100%$39.5M———
Sanctuary Advisors, LLC
N/A—260,317-260,317-100%$38.1M———
Utah Retirement Systems
N/A—260,201-260,201-100%$38.1M———
Capitolis Liquid Global Markets LLC
N/A—259,900-259,900-100%$38.1M———
British Columbia Investment Management Corp
N/A—258,517-258,517-100%$37.9M———
Brown Advisory Inc
N/A—256,078-256,078-100%$37.5M———
Waverly Advisors, LLC
N/A—254,262-254,262-100%$37.3M———
AustralianSuper Pty Ltd
N/A—252,223-252,223-100%$37.0M———
Virtu Financial LLC
N/A—251,384-251,384-100%$36.8M———
Macquarie Group LTD
N/A—248,939-248,939-100%$36.4M———
Aquatic Capital Management LLC
N/A—242,037-242,037-100%$35.5M———
Varma Mutual Pension Insurance Co
N/A—239,618-239,618-100%$35.1M———
Lord, Abbett & Co. LLC
N/A—237,884-237,884-100%$34.9M———
Mufg Securities Emea plc
N/A—235,671-235,671-100%$34.5M———
Steward Partners Investment Advisory, LLC
N/A—233,556-233,556-100%$34.2M———
Optimus Prime Fund Management Co., Ltd.
N/A—230,100-230,100-100%$33.7M———
Nissay Asset Management Corp N
N/A—229,213-229,213-100%$33.6M———
Empowered Funds, LLC
N/A—229,062-229,062-100%$33.6M———
Wedbush Fund Advisers, LLC
N/A—225,490-225,490-100%$33.0M———
Ilmarinen Mutual Pension Insurance Co
N/A—223,762-223,762-100%$32.8M———
United Capital Financial Advisors, LLC
N/A—222,959-222,959-100%$32.7M———
Bradley Foster & Sargent Inc
N/A—220,862-220,862-100%$32.4M———
Public Employees Retirement Association of Colorado
N/A—218,409-218,409-100%$32.0M———
Omers Administration Corp
N/A—215,320-215,320-100%$31.6M———
Pinnacle Financial Partners, Inc.
N/A—215,308-215,308-100%$31.6M———
Verition Fund Management LLC
N/A—210,890-210,890-100%$30.9M———
NewEdge Wealth, LLC
N/A—209,571-209,571-100%$30.7M———
Commerzbank Aktiengesellschaft
N/A—208,780-208,780-100%$30.6M———
Prudential PLC
N/A—206,579-206,579-100%$30.3M———
Federation des caisses Desjardins du Quebec
N/A—205,768-205,768-100%$30.2M———
Peak6 LLC
N/A—205,703-205,703-100%$30.1M———
Silvercrest Asset Management Group LLC
N/A—204,397-204,397-100%$30.0M———
Bragg Financial Advisors, Inc
N/A—195,716-195,716-100%$28.7M———
Kayne Anderson Rudnick Investment Management LLC
N/A—195,607-195,607-100%$28.7M———
Walleye Trading LLC
N/A—194,650-194,650-100%$28.5M———
Andra Ap-fonden
N/A—191,886-191,886-100%$28.1M———
Man Group plc
N/A—188,705-188,705-100%$27.7M———
Bridgeway Capital Management, LLC
N/A—188,272-188,272-100%$27.6M———
Greenwich Wealth Management LLC
N/A—188,040-188,040-100%$27.6M———
ExodusPoint Capital Management, LP
N/A—185,787-185,787-100%$27.2M———
Federated Hermes, Inc.
N/A—182,900-182,900-100%$26.8M———
Alden Global Capital LLC
N/A—177,370-177,370-100%$26.0M———
Huber Capital Management LLC
N/A—172,318-172,318-100%$25.3M———
Pinebridge Investments LLC
N/A—171,127-171,127-100%$25.1M———
Elo Mutual Pension Insurance Co
N/A—170,878-170,878-100%$25.0M———
Atlantic Union Bankshares Corp
N/A—169,031-169,031-100%$24.8M———
Impax Asset Management Group plc
N/A—165,432-165,432-100%$24.2M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—163,637-163,637-100%$24.0M———
Aristotle Atlantic Partners, LLC
N/A—163,238-163,238-100%$23.9M———
Allstate Corp
N/A—162,487-162,487-100%$23.8M———
Insigneo Advisory Services, LLC
N/A—160,799-160,799-100%$23.6M———
Arax Advisory Partners
N/A—160,155-160,155-100%$23.5M———
Beacon Pointe Advisors, LLC
N/A—159,979-159,979-100%$23.4M———
Stanley Capital Management, LLC
N/A—159,800-159,800-100%$23.4M———
Susquehanna Fundamental Investments, LLC
N/A—159,214-159,214-100%$23.3M———
Milford Funds LTD
N/A—157,195-157,195-100%$23.0M———
LOS Angeles Capital Management LLC
N/A—155,987-155,987-100%$22.9M———
Fiduciary Trust Co
N/A—152,238-152,238-100%$22.3M———
Kingsview Wealth Management, LLC
N/A—151,984-151,984-100%$22.3M———
Kadensa Capital Ltd
N/A—147,345-147,345-100%$21.6M———
Aureus Asset Management, LLC
N/A—146,220-146,220-100%$21.4M———
Orion Porfolio Solutions, LLC
N/A—145,669-145,669-100%$21.3M———
Tower Bridge Advisors
N/A—144,951-144,951-100%$21.2M———
Van Eck Associates Corp
N/A—143,456-143,456-100%$21.0M———
First Financial Bankshares Inc
N/A—142,041-142,041-100%$20.8M———
Horizon Investments, LLC
N/A—141,523-141,523-100%$20.7M———
VAN Lanschot Kempen Investment Management N.V.
N/A—138,993-138,993-100%$20.4M———
Private Advisor Group, LLC
N/A—138,925-138,925-100%$20.4M———
Guggenheim Capital LLC
N/A—138,895-138,895-100%$20.4M———
Strategic Wealth Partners, Ltd.
N/A—135,920-135,920-100%$19.9M———
Johnson Investment Counsel Inc
N/A—132,716-132,716-100%$19.4M———
Aptus Capital Advisors, LLC
N/A—131,949-131,949-100%$19.3M———
Parus Finance (UK) Ltd
N/A—131,660-131,660-100%$19.3M———
Silicon Valley Capital Partners
N/A—128,179-128,179-100%$18.8M———
Nomura Asset Management International Inc.
N/A—126,097-126,097-100%$18.5M———
Dock Street Asset Management Inc
N/A—122,961-122,961-100%$18.0M———
Saudi Central Bank
N/A—120,794-120,794-100%$17.7M———
Jensen Investment Management Inc
N/A—118,394-118,394-100%$17.4M———
LMR Partners LLP
N/A—118,188-118,188-100%$17.3M———
Envestnet Portfolio Solutions, Inc.
N/A—117,271-117,271-100%$17.2M———
Gabelli Funds LLC
N/A—116,649-116,649-100%$17.1M———
Vinva Investment Management Ltd
N/A—116,414-116,414-100%$17.2M———
Two Sigma Investments, LP
N/A—115,204-115,204-100%$16.9M———
Value Aligned Research Advisors, LLC
N/A—115,078-115,078-100%$16.9M———
Guardian Capital LP
N/A—114,834-114,834-100%$16.8M———
Oddo BHF Asset Management SAS
N/A—114,334-114,334-100%$16.8M———
Wesleyan Assurance Society
N/A—114,020-114,020-100%$16.7M———
Advisory Services Network, LLC
N/A—113,977-113,977-100%$16.7M———
Investment Management Corp of Ontario
N/A—110,017-110,017-100%$16.1M———
Sequoia Financial Advisors, LLC
N/A—109,489-109,489-100%$16.0M———
GTS Securities LLC
N/A—109,474-109,474-100%$16.0M———
Winslow Asset Management Inc
N/A—109,363-109,363-100%$16.0M———
Benjamin Edwards Inc
N/A—109,275-109,275-100%$16.0M———
Allianz SE
N/A—107,324-107,324-100%$15.7M———
Hamilton Capital Partners, LLC
N/A—107,306-107,306-100%$15.7M———
Kentucky Retirement Systems
N/A—106,271-106,271-100%$15.6M———
Cantillon Capital Management LLC
N/A—105,457-105,457-100%$15.5M———
Stonebridge Capital Advisors LLC
N/A—104,631-104,631-100%$15.3M———
Delaney Capital Management Ltd.
N/A—104,627-104,627-100%$15.3M———
Whittier Trust Co
N/A—104,028-104,028-100%$15.0M———
XTX Topco Ltd
N/A—103,009-103,009-100%$15.1M———
LGT Group Foundation
N/A—102,944-102,944-100%$15.1M———
Pale Fire Capital SE
N/A—102,000-102,000-100%$14.9M———
Stratos Wealth Partners, Ltd.
N/A—100,262-100,262-100%$14.7M———
NWI Management LP
N/A—100,000-100,000-100%$14.7M———
New Age Alpha Advisors, LLC
N/A—99,546-99,546-100%$14.6M———
Meridiem Capital Partners LP
N/A—99,135-99,135-100%$14.5M———
Snowden Capital Advisors LLC
N/A—98,929-98,929-100%$14.5M———
Norinchukin Bank, The
N/A—98,655-98,655-100%$14.5M———
Laird Norton Wetherby Trust Company, LLC
N/A—98,020-98,020-100%$14.4M———
Engineers Gate Manager LP
N/A—97,574-97,574-100%$14.3M———
Gotham Asset Management, LLC
N/A—97,422-97,422-100%$14.3M———
WCG Wealth Advisors LLC
N/A—96,889-96,889-100%$14.2M———
Colonial Trust Advisors
N/A—95,821-95,821-100%$14.0M———
Advisors Asset Management, Inc.
N/A—94,883-94,883-100%$13.9M———
Groupe la Francaise
N/A—94,743-94,743-100%$13.8M———
Parallax Volatility Advisers, L.P.
N/A—94,032-94,032-100%$13.8M———
Intesa Sanpaolo S.p.A.
N/A—93,447-93,447-100%$13.7M———
Metis Global Partners, LLC
N/A—92,782-92,782-100%$13.6M———
Daiichi Life Insurance Co., Ltd.
N/A—91,874-91,874-100%$13.5M———
DJE Kapital AG
N/A—91,719-91,719-100%$13.8M———
Integrated Wealth Concepts LLC
N/A—91,204-91,204-100%$13.4M———
Nicolet Bankshares Inc
N/A—90,690-90,690-100%$13.2M———
Pentwater Capital Management LP
N/A—90,000-90,000-100%$13.2M———
NorthCoast Asset Management LLC
N/A—87,531-87,531-100%$12.8M———
German American Bancorp, Inc.
N/A—87,363-87,363-100%$12.8M———
Fayez Sarofim & Co
N/A—87,206-87,206-100%$12.8M———
Westwood Holdings Group Inc
N/A—86,856-86,856-100%$12.7M———
Caprock Group, LLC
N/A—86,502-86,502-100%$12.7M———
Steigerwald, Gordon & Koch Inc.
N/A—86,057-86,057-100%$12.6M———
KKM Financial LLC
N/A—85,947-85,947-100%$11.9M———
Dnca Finance
N/A—85,700-85,700-100%$12.6M———
Dividend Assets Capital, LLC
N/A—85,642-85,642-100%$12.6M———
Two Sigma Securities, LLC
N/A—85,509-85,509-100%$12.5M———
Baader Bank Aktiengesellschaft
N/A—85,019-85,019-100%$12.5M———
Banque Cantonale Vaudoise
N/A—83,175-83,175-100%$12.2M———
Shelter Mutual Insurance Co
N/A—82,710-82,710-100%$12.1M———
Walleye Capital LLC
N/A—82,466-82,466-100%$12.1M———
Fairbanks Capital Management, Inc.
N/A—81,372-81,372-100%$14.7M———
Equitable Holdings, Inc.
N/A—81,321-81,321-100%$11.9M———
LGT Fund Management Co Ltd.
N/A—80,023-80,023-100%$11.7M———
CCM Investment Advisers LLC
N/A—79,842-79,842-100%$11.7M———
Lombard Odier Asset Management (Switzerland) SA
N/A—79,561-79,561-100%$11.7M———
Empower Advisory Group, LLC
N/A—79,403-79,403-100%$11.6M———
Edmond de Rothschild Holding S.A.
N/A—79,008-79,008-100%$11.6M———
Rothschild Investment LLC
N/A—78,943-78,943-100%$11.6M———
Twin Tree Management, LP
N/A—76,925-76,925-100%$11.3M———
Callan Family Office, LLC
N/A—75,139-75,139-100%$11.0M———
Davis Selected Advisers
N/A—74,923-74,923-100%$11.0M———
Tower Research Capital LLC (TRC)
N/A—74,425-74,425-100%$10.9M———
Clark Capital Management Group, Inc.
N/A—73,920-73,920-100%$10.8M———
Dash Acquisitions Inc.
N/A—73,384-73,384-100%$11.2M———
Tocqueville Asset Management L.P.
N/A—73,111-73,111-100%$10.7M———
Texas Yale Capital Corp.
N/A—71,502-71,502-100%$10.5M———
Summit Trail Advisors, LLC
N/A—71,098-71,098-100%$10.4M———
Peak Asset Management, LLC
N/A—69,796-69,796-100%$10.2M———
PFG Investments, LLC
N/A—68,384-68,384-100%$10.0M———
Laffer Tengler Investments, Inc.
N/A—67,839-67,839-100%$9.9M———
World Investment Advisors
N/A—67,469-67,469-100%$9.9M———
Havemeyer Place LP
N/A—66,936-66,936-100%$9.8M———
Independent Advisor Alliance
N/A—66,473-66,473-100%$9.7M———
Whittier Trust Co of Nevada Inc
N/A—66,086-66,086-100%$9.4M———
First National Bank of Omaha
N/A—66,042-66,042-100%$9.7M———
Seaview Investment Managers LLC
N/A—65,860-65,860-100%$9.7M———
Bleakley Financial Group, LLC
N/A—65,610-65,610-100%$9.6M———
RWA Wealth Partners, LLC
N/A—65,437-65,437-100%$9.6M———
Dakota Wealth Management
N/A—65,055-65,055-100%$9.5M———
Adapt Investment Managers SA
N/A—64,819-64,819-100%$9.5M———
First American Trust, FSB
N/A—64,263-64,263-100%$9.4M———
South Dakota Investment Council
N/A—62,699-62,699-100%$9.2M———
Osmosis Investment Management UK Ltd
N/A—61,663-61,663-100%$9.0M———
Composition Wealth, LLC
N/A—59,778-59,778-100%$8.8M———
Punch & Associates Investment Management, Inc.
N/A—59,742-59,742-100%$8.8M———
NS Partners Ltd
N/A—59,674-59,674-100%$8.7M———
Simmons Bank
N/A—59,388-59,388-100%$8.7M———
E Fund Management Co., Ltd.
N/A—59,053-59,053-100%$8.7M———
Flputnam Investment Management Co
N/A—58,708-58,708-100%$8.6M———
Stephens Inc
N/A—58,583-58,583-100%$8.7M———
SCS Capital Management LLC
N/A—57,910-57,910-100%$8.5M———
CSM Advisors, LLC
N/A—57,624-57,624-100%$8.4M———
Bartlett & Co. Wealth Management LLC
N/A—57,621-57,621-100%$8.4M———
Mutual Advisors, LLC
N/A—57,288-57,288-100%$8.4M———
Headlands Technologies LLC
N/A—57,010-57,010-100%$8.4M———
Qvidtvm Management LLC
N/A—56,970-56,970-100%$8.3M———
Vestmark Advisory Solutions, Inc.
N/A—56,942-56,942-100%$8.3M———
Arkadios Wealth Advisors
N/A—56,791-56,791-100%$8.3M———
Evercore Wealth Management, LLC
N/A—55,803-55,803-100%$8.2M———
Foster & Motley Inc
N/A—55,693-55,693-100%$8.2M———
Borer Denton & Associates, Inc.
N/A—55,434-55,434-100%$8.1M———
Focus Partners Advisor Solutions, LLC
N/A—55,380-55,380-100%$8.1M———
Centaurus Financial, Inc.
N/A—55,005-55,005-100%$8.1M———
Weitz Investment Management, Inc.
N/A—55,000-55,000-100%$8.1M———
Wealthspire Advisors, LLC
N/A—54,935-54,935-100%$8.1M———
1248 Management, LLC
N/A—54,603-54,603-100%$8.0M———
Northwestern Mutual Investment Management Company, LLC
N/A—54,405-54,405-100%$8.0M———
Bulltick Wealth Management, LLC
N/A—54,342-54,342-100%$8.0M———
Vestcor Inc
N/A—54,200-54,200-100%$7.9M———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—53,390-53,390-100%$7.8M———
Lathrop Investment Management Co
N/A—53,147-53,147-100%$7.8M———
Logan Capital Management Inc
N/A—52,476-52,476-100%$7.7M———
Global Retirement Partners, LLC
N/A—52,348-52,348-100%$7.7M———
Titan Investment Solutions Ltd
N/A—52,095-52,095-100%$7.6M———
JAT Capital Mgmt LP
N/A—51,560-51,560-100%$7.6M———
Summit Financial, LLC
N/A—51,423-51,423-100%$7.5M———
Stonebridge Capital Management Inc
N/A—51,348-51,348-100%$7.5M———
OAK Associates LTD
N/A—51,183-51,183-100%$7.5M———
Mufg Securities Americas Inc.
N/A—51,107-51,107-100%$7.5M———
Ancora Advisors LLCA
N/A—50,902-50,902-100%$7.5M———
SIT Investment Associates Inc
N/A—49,996-49,996-100%$7.3M———
Prelude Capital Management, LLC
N/A—49,325-49,325-100%$7.2M———
DCM Advisors, LLC
N/A—49,237-49,237-100%$7.2M———
Modern Wealth Management, LLC
N/A—48,820-48,820-100%$7.2M———
Cary Street Partners Financial LLC
N/A—48,604-48,604-100%$7.1M———
Siemens Fonds Invest GmbH
N/A—48,323-48,323-100%$7.1M———
Unisphere Establishment
N/A—48,250-48,250-100%$7.1M———
Titan Wealth (CI) Ltd
N/A—47,844-47,844-100%$7.0M———
Colonial Trust Co / SC
N/A—47,623-47,623-100%$7.0M———
Meeder Advisory Services, Inc.
N/A—47,223-47,223-100%$6.9M———
Empirical Finance, LLC
N/A—46,550-46,550-100%$6.8M———
Sienna Gestion
N/A—46,053-46,053-100%$6.9M———
Moneta Group Investment Advisors LLC
N/A—45,665-45,665-100%$6.7M———
Pure Financial Advisors, LLC
N/A—45,603-45,603-100%$6.7M———
Ithaka Group LLC
N/A—45,382-45,382-100%$6.7M———
Tiaa Wealth Investment Management LLC
N/A—45,261-45,261-100%$6.6M———
Holderness Investments Co
N/A—45,183-45,183-100%$6.6M———
BTC Capital Management, Inc.
N/A—44,932-44,932-100%$6.6M———
Union Heritage Capital, LLC
N/A—44,687-44,687-100%$6.5M———
Caisse DES Depots ET Consignations
N/A—44,633-44,633-100%$6.5M———
Webster Bank, N. A.
N/A—44,401-44,401-100%$6.5M———
Kentucky Retirement Systems Insurance Trust Fund
N/A—44,101-44,101-100%$6.5M———
Pallas Capital Advisors LLC
N/A—43,888-43,888-100%$6.4M———
Kovack Advisors, Inc.
N/A—43,257-43,257-100%$6.3M———
Principal Securities, Inc.
N/A—43,235-43,235-100%$6.3M———
Lifeworks Advisors, LLC
N/A—42,942-42,942-100%$6.3M———
Rathbones Group PLC
N/A—41,937-41,937-100%$6.1M———
Keystone Investors PTE LTD
N/A—41,603-41,603-100%$6.1M———
Whetstone Capital Advisors, LLC
N/A—41,598-41,598-100%$6.1M———
IHT Wealth Management, LLC
N/A—41,319-41,319-100%$6.1M———
Anchor Investment Management, LLC
N/A—41,272-41,272-100%$6.0M———
Fiduciary Group, LLC
N/A—41,213-41,213-100%$6.0M———
Azimuth Capital Investment Management LLC
N/A—40,948-40,948-100%$6.0M———
1ST Source Bank
N/A—40,242-40,242-100%$5.9M———
Transcend Capital Advisors, LLC
N/A—39,991-39,991-100%$5.9M———
Shelton Capital Management
N/A—39,324-39,324-100%$5.8M———
Meeder Asset Management Inc
N/A—39,152-39,152-100%$5.7M———
SIH Partners, Lllp
N/A—38,583-38,583-100%$5.7M———
F/m Investments LLC
N/A—38,408-38,408-100%$5.6M———
Step Capital Management Pte. Ltd.
N/A—38,200-38,200-100%$5.6M———
BNP Paribas
N/A—38,116-38,116-100%$5.6M———
Westport Asset Management Inc
N/A—38,000-38,000-100%$5.6M———
NorthRock Partners, LLC
N/A—37,658-37,658-100%$5.5M———
Fairfield, Bush & Co.
N/A—37,446-37,446-100%$5.5M———
Gladstone Institutional Advisory LLC
N/A—37,344-37,344-100%$5.5M———
Liontrust Investment Partners LLP
N/A—37,262-37,262-100%$5.5M———
Resources Management Corp
N/A—37,066-37,066-100%$5.4M———
RiverFront Investment Group, LLC
N/A—37,022-37,022-100%$5.4M———
Fidelis Capital Partners, LLC
N/A—36,716-36,716-100%$5.4M———
DRW Securities, LLC
N/A—36,685-36,685-100%$5.4M———
Ingalls & Snyder LLC
N/A—36,248-36,248-100%$5.3M———
Ameritas Advisory Services, LLC
N/A—35,477-35,477-100%$5.2M———
Garrison Point Advisors, LLC
N/A—35,327-35,327-100%$5.2M———
Stokes Family Office, LLC
N/A—35,223-35,223-100%$5.2M———
Pettyjohn, Wood & White, Inc
N/A—35,211-35,211-100%$5.2M———
Denali Advisors LLC
N/A—35,136-35,136-100%$5.1M———
Bayesian Capital Management, LP
N/A—34,855-34,855-100%$5.1M———
Niles Investment Management, LLC
N/A—34,669-34,669-100%$5.1M———
OneDigital Investment Advisors LLC
N/A—34,667-34,667-100%$5.1M———
Sphera Management Technology Funds Ltd
N/A—34,520-34,520-100%$5.1M———
Hills Bank & Trust Co
N/A—34,223-34,223-100%$5.0M———
Pring Turner Capital Group Inc
N/A—34,002-34,002-100%$4.9M———
Hudson Bay Capital Management LP
N/A—33,855-33,855-100%$5.0M———
Curi Capital, LLC
N/A—33,590-33,590-100%$4.9M———
Hayek Kallen Investment Management
N/A—33,216-33,216-100%$4.9M———
Headinvest, LLC
N/A—31,910-31,910-100%$4.7M———
Security National Bank of Sioux City Iowa
N/A—31,833-31,833-100%$4.7M———
Saranac Partners Ltd
N/A—31,809-31,809-100%$4.7M———
B & T Capital Management DBA Alpha Capital Management
N/A—31,793-31,793-100%$4.7M———
Gamco Investors, Inc. ET AL
N/A—31,354-31,354-100%$4.6M———
Ballentine Partners, LLC
N/A—31,319-31,319-100%$4.6M———
Twin Capital Management Inc
N/A—30,754-30,754-100%$4.5M———
Brevan Howard Capital Management LP
N/A—30,619-30,619-100%$4.5M———
Twinbeech Capital LP
N/A—30,547-30,547-100%$4.5M———
Hancock Whitney Corp
N/A—30,485-30,485-100%$4.5M———
Quest Investment Management LLC
N/A—30,470-30,470-100%$4.5M———
Choate Investment Advisors
N/A—29,897-29,897-100%$4.4M———
First Western Trust Bank
N/A—29,890-29,890-100%$4.4M———
Taikang Asset Management (Hong Kong) Co Ltd
N/A—29,731-29,731-100%$4.4M———
Tiemann Investment Advisors, LLC
N/A—29,547-29,547-100%$4.3M———
Godshalk Welsh Capital Management, Inc.
N/A—29,360-29,360-100%$4.3M———
Checchi Capital Advisers, LLC
N/A—29,355-29,355-100%$4.3M———
Erste Towarzystwo Funduszy Inwestycyjnych S.A.
N/A—29,291-29,291-100%$4.3M———
Capital Advisors Inc
N/A—29,261-29,261-100%$4.3M———
Westpac Banking Corp
N/A—29,200-29,200-100%$4.3M———
Aft, Forsyth & Sober, LLC
N/A—28,700-28,700-100%$4.2M———
Bluespring Wealth Management, LLC
N/A—28,384-28,384-100%$4.2M———
Security National Bank of SO DAK
N/A—27,803-27,803-100%$4.1M———
Syon Capital LLC
N/A—27,740-27,740-100%$4.1M———
Arvest Bank Trust Division
N/A—27,426-27,426-100%$4.0M———
Smartleaf Asset Management LLC
N/A—27,417-27,417-100%$4.1M———
SWP Investment Management LLC
N/A—27,273-27,273-100%$4.0M———
Intrust Bank NA
N/A—27,030-27,030-100%$4.0M———
DV Trading LLC
N/A—26,814-26,814-100%$3.9M———
Savvy Advisors, Inc.
N/A—26,747-26,747-100%$3.9M———
Groupama Asset Managment
N/A—26,447-26,447-100%$3.9M———
Davis R M Inc
N/A—26,361-26,361-100%$3.9M———
Schonfeld Strategic Advisors LLC
N/A—26,170-26,170-100%$3.8M———
Venturi Wealth Management, LLC
N/A—26,163-26,163-100%$3.8M———
CreativeOne Wealth, LLC
N/A—26,072-26,072-100%$3.8M———
Dorsey & Whitney Trust Co LLC
N/A—25,904-25,904-100%$3.8M———
Moore Capital Management, LP
N/A—25,900-25,900-100%$3.8M———
Liberty Wealth Management LLC
N/A—25,810-25,810-100%$3.8M———
X-Square Capital, LLC
N/A—25,700-25,700-100%$3.8M———
Flow Traders U.S. LLC
N/A—25,590-25,590-100%$3.8M———
First National Advisers, LLC
N/A—24,668-24,668-100%$3.6M———
Maytus Capital Management, LLC
N/A—24,643-24,643-100%$3.6M———
Howard Hughes Medical Institute
N/A—23,851-23,851-100%$3.5M———
Harvest Fund Management Co., Ltd
N/A—23,611-23,611-100%$3.5M———
Fortis Capital Management LLC
N/A—23,243-23,243-100%$3.4M———
Essex Financial Services, Inc.
N/A—23,172-23,172-100%$3.4M———
ABN Amro Bank N.V.
N/A—23,133-23,133-100%$3.4M———
Strategic Financial Services, Inc.
N/A—23,100-23,100-100%$3.4M———
Sound View Wealth Advisors Group, LLC
N/A—23,040-23,040-100%$3.4M———
Cullen Capital Management, LLC
N/A—22,741-22,741-100%$3.3M———
Quantbot Technologies LP
N/A—22,464-22,464-100%$3.3M———
Quantitative Investment Management, LLC
N/A—22,325-22,325-100%$3.3M———
Bridges Investment Management Inc
N/A—22,318-22,318-100%$3.3M———
Ausdal Financial Partners, Inc.
N/A—22,140-22,140-100%$3.2M———
Noble Wealth Partners LLC
N/A—22,128-22,128-100%$3.2M———
Spartan Wealth Advisory Services LLC
N/A—22,031-22,031-100%$3.2M———
Saba Capital Management, L.P.A
N/A—22,000-22,000-100%$3.2M———
Centiva Capital, LP
N/A—21,843-21,843-100%$3.2M———
J. Goldman & Co LP
N/A—21,520-21,520-100%$3.2M———
Field & Main Bank
N/A—20,960-20,960-100%$3.1M———
Millstone Evans Group, LLC
N/A—20,872-20,872-100%$3.1M———
EFG International AG
N/A—20,780-20,780-100%$3.0M———
Aviso Financial Inc.
N/A—20,766-20,766-100%$3.0M———
Frec Markets, Inc.
N/A—20,754-20,754-100%$3.0M———
Icon Wealth Advisors, LLC
N/A—20,716-20,716-100%$3.0M———
Camarda Financial Advisors, LLC
N/A—20,677-20,677-100%$3.0M———
Entropy Technologies, LP
N/A—20,642-20,642-100%$3.0M———
LuminArx Capital Management LP
N/A—20,600-20,600-100%$921.9K———
Panagora Asset Management Inc
N/A—20,529-20,529-100%$3.0M———
Meiji Yasuda Asset Management Co Ltd.
N/A—20,371-20,371-100%$3.0M———
River Road Asset Management, LLC
N/A—20,345-20,345-100%$3.0M———
North Star Asset Management Inc
N/A—20,249-20,249-100%$3.0M———
Boothbay Fund Management, LLC
N/A—20,172-20,172-100%$3.0M———
Eagle Capital Management LLC
N/A—20,000-20,000-100%$2.9M———
Roundview Capital LLC
N/A—19,993-19,993-100%$2.9M———
Westmount Partners, LLC
N/A—19,689-19,689-100%$2.9M———
Bank OZK
N/A—19,625-19,625-100%$2.9M———
BFC Planning, Inc.
N/A—19,395-19,395-100%$2.8M———
Ionic Capital Management LLC
N/A—19,306-19,306-100%$2.8M———
Ossiam
N/A—19,299-19,299-100%$2.8M———
Stelac Advisory Services LLC
N/A—19,208-19,208-100%$2.8M———
Tudor Financial Inc.
N/A—19,008-19,008-100%$2.8M———
SSA Swiss Advisors AG
N/A—18,865-18,865-100%$2.8M———
CMT Capital Markets Trading GmbH
N/A—18,694-18,694-100%$2.7M———
Clare Market Investments LLC
N/A—18,692-18,692-100%$2.7M———
RNC Capital Management LLC
N/A—18,609-18,609-100%$2.7M———
Meiji Yasuda Life Insurance Co
N/A—18,398-18,398-100%$2.7M———
Bollard Group LLC
N/A—18,189-18,189-100%$2.7M———
CastleKnight Management LP
N/A—18,180-18,180-100%$2.7M———
Sand Hill Global Advisors, LLC
N/A—18,177-18,177-100%$2.7M———
Monetary Management Group Inc
N/A—18,155-18,155-100%$2.7M———
Legato Capital Management LLC
N/A—18,092-18,092-100%$2.7M———
Truvestments Capital LLC
N/A—17,998-17,998-100%$2.6M———
ST Germain D J Co Inc
N/A—17,963-17,963-100%$2.6M———
Cambient Family Office, LLC
N/A—17,951-17,951-100%$2.6M———
Centric Wealth Management
N/A—17,950-17,950-100%$3.2M———
Cladis Investment Advisory, LLC
N/A—17,897-17,897-100%$2.6M———
Gilder Gagnon Howe & Co LLC
N/A—17,860-17,860-100%$2.6M———
FOX RUN Management, L.L.C.
N/A—17,715-17,715-100%$2.6M———
Fort Sheridan Advisors LLC
N/A—17,661-17,661-100%$2.6M———
Ceeto Capital Group, LLC
N/A—17,305-17,305-100%$2.5M———
Leith Wheeler Investment Counsel Ltd.
N/A—17,190-17,190-100%$2.5M———
Infrastructure Capital Advisors, LLC
N/A—17,179-17,179-100%$2.5M———
Circle Wealth Management, LLC
N/A—17,121-17,121-100%$2.5M———
Sumitomo Life Insurance Co
N/A—16,984-16,984-100%$2.5M———
Group One Trading LLC
N/A—16,899-16,899-100%$2.5M———
Prospect Financial Services LLC
N/A—16,847-16,847-100%$2.5M———
Smith, Moore & Co.
N/A—16,839-16,839-100%$2.5M———
Capital Markets Trading UK LLP
N/A—16,598-16,598-100%$2.4M———
SageView Advisory Group, LLC
N/A—16,533-16,533-100%$2.4M———
GSA Capital Partners LLP
N/A—16,349-16,349-100%$2.4M———
Rehmann Capital Advisory Group
N/A—16,298-16,298-100%$2.4M———
Martin & Co Inc
N/A—16,145-16,145-100%$2.4M———
Catalyst Funds Management Pty Ltd
N/A—16,100-16,100-100%$2.4M———
Naviter Wealth, LLC
N/A—15,925-15,925-100%$2.3M———
SOA Wealth Advisors, Llc.
N/A—15,886-15,886-100%$1.2M———
Symmetry Investments LP
N/A—15,880-15,880-100%$2.3M———
Dynasty Wealth Management, LLC
N/A—15,776-15,776-100%$2.3M———
Edgestream Partners, L.P.
N/A—15,704-15,704-100%$2.3M———
LM Advisors LLC
N/A—15,701-15,701-100%$2.3M———
First Commonwealth Financial Corp
N/A—15,639-15,639-100%$2.3M———
Ameritas Investment Partners, Inc.
N/A—15,571-15,571-100%$2.3M———
Cunning Capital Partners, LP
N/A—15,541-15,541-100%$2.3M———
Berkshire Asset Management LLC
N/A—15,512-15,512-100%$2.3M———
Qtron Investments LLC
N/A—15,351-15,351-100%$2.2M———
Walter & Keenan Wealth Management LLC
N/A—15,269-15,269-100%$2.2M———
Arbor Trust Wealth Advisors, LLC
N/A—15,134-15,134-100%$2.2M———
Trustmark Bank Trust Department
N/A—14,948-14,948-100%$2.2M———
Qsemble Capital Management, LP
N/A—14,944-14,944-100%$2.2M———
Crawford Investment Counsel Inc
N/A—14,892-14,892-100%$2.2M———
Stevens Capital Management LP
N/A—14,874-14,874-100%$2.2M———
Thomasville National Bank
N/A—14,781-14,781-100%$2.2M———
Mosaic Family Wealth Partners, LLC
N/A—14,734-14,734-100%$2.2M———
Hilltop Partners LLC
N/A—14,691-14,691-100%$2.2M———
Strait & Sound Wealth Management LLC
N/A—14,640-14,640-100%$2.1M———
Miller Investment Management, LP
N/A—14,571-14,571-100%$2.1M———
Fairtree Asset Management (Pty) Ltd
N/A—14,215-14,215-100%$2.1M———
Spinnaker Trust
N/A—14,186-14,186-100%$2.1M———
Wilson & Boucher Capital Management, LLC
N/A—14,169-14,169-100%$2.1M———
Leo H. Evart, Inc.
N/A—14,055-14,055-100%$2.1M———
Te Ahumairangi Investment Management Ltd
N/A—13,960-13,960-100%$2.0M———
First Foundation Advisors
N/A—13,758-13,758-100%$2.0M———
Ariel Investments, LLC
N/A—13,730-13,730-100%$2.0M———
Douglass Winthrop Advisors, LLC
N/A—13,692-13,692-100%$2.0M———
Mairs & Power Inc
N/A—13,643-13,643-100%$2.0M———
Waddell & Associates, LLC
N/A—13,621-13,621-100%$2.0M———
Destination Wealth Management
N/A—13,507-13,507-100%$2.0M———
Alphadyne Asset Management LP
N/A—13,497-13,497-100%$2.0M———
Cornerstone Select Advisors, LLC
N/A—13,476-13,476-100%$2.0M———
Red Door Wealth Management, LLC
N/A—13,441-13,441-100%$2.0M———
Advance Capital Management, Inc.
N/A—13,429-13,429-100%$2.0M———
Trivium Point Advisory, LLC
N/A—13,400-13,400-100%$2.0M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—13,097-13,097-100%$1.9M———
Everpar Advisors LLC
N/A—13,088-13,088-100%$1.9M———
Allred Capital Management, LLC
N/A—13,085-13,085-100%$1.9M———
IMA Advisory Services, Inc.
N/A—12,988-12,988-100%$1.9M———
Aimz Investment Advisors, LLC
N/A—12,963-12,963-100%$1.9M———
Empire Financial Management Company, LLC
N/A—12,913-12,913-100%$1.9M———
GeoWealth Management, LLC
N/A—12,758-12,758-100%$1.9M———
Boston Family Office LLC
N/A—12,756-12,756-100%$1.9M———
Matters Capital LLC
N/A—12,748-12,748-100%$1.9M———
Fox Hill Wealth Management
N/A—12,710-12,710-100%$1.9M———
Quotient Wealth Partners, LLC
N/A—12,695-12,695-100%$1.9M———
Prestige Wealth Management Group LLC
N/A—12,691-12,691-100%$1.9M———
Millington Financial Advisors, LLC
N/A—12,574-12,574-100%$1.6M———
Timber Creek Capital Management LLC
N/A—12,541-12,541-100%$1.8M———
Intellectus Partners, LLC
N/A—12,474-12,474-100%$1.8M———
Stoneridge Investment Partners LLC
N/A—12,435-12,435-100%$1.6K———
FSB Premier Wealth Management, Inc.
N/A—12,371-12,371-100%$1.8M———
Brooks, Moore & Associates, Inc.
N/A—12,352-12,352-100%$1.8M———
Science & Technology Partners, L.P.
N/A—12,291-12,291-100%$1.8M———
Wealth Management Associates, Inc.
N/A—12,254-12,254-100%$1.8M———
Strategic Investment Advisors / MI
N/A—12,179-12,179-100%$1.8M———
one8zero8, LLC
N/A—12,106-12,106-100%$1.8M———
Bogart Wealth, LLC
N/A—12,002-12,002-100%$1.8M———
Guardian Wealth Advisors, LLC / NC
N/A—11,957-11,957-100%$1.8M———
Rexford Capital Inc
N/A—11,949-11,949-100%$1.8M———
BW Gestao de Investimentos Ltda.
N/A—11,917-11,917-100%$1.7M———
Advisory Research Inc
N/A—11,821-11,821-100%$1.7M———
Van Hulzen Asset Management, LLC
N/A—11,815-11,815-100%$1.7M———
Waterloo Capital, L.P.
N/A—11,779-11,779-100%$1.7M———
Auxier Asset Management LLC
N/A—11,767-11,767-100%$1.7M———
Aventura Private Wealth, LLC
N/A—11,750-11,750-100%$1.7M———
PeakShares LLC
N/A—11,591-11,591-100%$1.7M———
Lbmc Investment Advisors, LLC
N/A—11,572-11,572-100%$1.7M———
Baldwin Investment Management, LLC
N/A—11,520-11,520-100%$1.7M———
Pekao Towarzystwo Funduszy Inwestycyjnych S.A.
N/A—11,516-11,516-100%$1.7M———
Hillman Capital Management, Inc.
N/A—11,496-11,496-100%$1.7M———
SPX Gestao de Recursos Ltda
N/A—11,365-11,365-100%$1.7M———
Wealth Alliance, LLC
N/A—11,333-11,333-100%$1.7M———
Mmbg Investment Advisors Co.
N/A—11,287-11,287-100%$1.7M———
Vega Investment Solutions
N/A—11,273-11,273-100%$1.7M———
1 North Wealth Services LLC
N/A—11,268-11,268-100%$1.7M———
Sargent Investment Group, LLC
N/A—11,216-11,216-100%$1.6M———
Perennial Investment Advisors, LLC
N/A—10,982-10,982-100%$1.6M———
Cambria Investment Management, L.P.
N/A—10,890-10,890-100%$1.6M———
Evolve Private Wealth, LLC
N/A—10,888-10,888-100%$1.6M———
MainStreet Investment Advisors LLC
N/A—10,888-10,888-100%$1.6M———
Vickerman Investment Advisors, Inc.
N/A—10,838-10,838-100%$1.6M———
Main Street Financial Solutions, LLC
N/A—10,660-10,660-100%$1.6M———
OneAscent Financial Services LLC
N/A—10,575-10,575-100%$1.5M———
Everest Private Wealth
N/A—10,505-10,505-100%$1.5M———
Sunstone Asset Management, LP
N/A—10,500-10,500-100%$1.5M———
Financial Engines Advisors L.L.C.
N/A—10,423-10,423-100%$1.5M———
Virtus Investment Advisers, LLC
N/A—10,422-10,422-100%$1.5M———
Fortress Private Ledger, LLC
N/A—10,402-10,402-100%$1.5M———
VeraBank, N.A.
N/A—10,383-10,383-100%$1.5M———
Black Maple Capital Management LP
N/A—10,350-10,350-100%$1.5M———
Dover Advisors, LLC
N/A—10,341-10,341-100%$2.0M———
Oxford Asset Management LLP
N/A—10,278-10,278-100%$1.5M———
Gardner Lewis Asset Management L P
N/A—10,240-10,240-100%$1.5M———
Fred Alger Management, LLC
N/A—10,217-10,217-100%$1.5M———
Mitchell Mcleod Pugh & Williams Inc
N/A—10,192-10,192-100%$1.5M———
Itau Unibanco Holding S.A.
N/A—10,120-10,120-100%$1.5M———
CVA Family Office, LLC
N/A—10,103-10,103-100%$1.5M———
Viawealth, LLC
N/A—10,097-10,097-100%$1.5M———
Spectrum Investment Advisors, Inc.
N/A—10,094-10,094-100%$1.5M———
Spirepoint Private Client, LLC
N/A—10,092-10,092-100%$1.5M———
Roberts Glore & Co Inc
N/A—10,077-10,077-100%$1.5M———
National Philanthropic Trust
N/A—10,067-10,067-100%$1.5M———
Zuckerman Investment Group, LLC
N/A—10,033-10,033-100%$1.5M———
Prosperity Consulting Group, LLC
N/A—10,025-10,025-100%$1.5M———
One Capital Management, LLC
N/A—10,022-10,022-100%$1.5M———
Polymer Capital Management (US) LLC
N/A—10,004-10,004-100%$1.5M———
Scharf Investments, LLC
N/A—9,921-9,921-100%$1.5M———
Regal Investment Advisors LLC
N/A—9,841-9,841-100%$1.4M———
L2 Asset Management, LLC
N/A—9,798-9,798-100%$1.4M———
Triton Financial Group Inc
N/A—9,796-9,796-100%$1.4M———
Keebeck Wealth Management
N/A—9,775-9,775-100%$1.4M———
Continuum Advisory, LLC
N/A—9,677-9,677-100%$1.4M———
Townsquare Capital LLC
N/A—9,673-9,673-100%$1.4M———
Boston Research & Management Inc
N/A—9,639-9,639-100%$1.4M———
Advyzon Investment Management, LLC
N/A—9,616-9,616-100%$1.4M———
IQ EQ Fund Management (Ireland) Ltd
N/A—9,539-9,539-100%$1.4M———
Keel Point, LLC
N/A—9,538-9,538-100%$1.4M———
Secured Retirement Advisors, LLC
N/A—9,463-9,463-100%$1.4M———
Sun Financial Inc
N/A—9,221-9,221-100%$1.4M———
Tiaa Trust, National Association
N/A—9,178-9,178-100%$1.3M———
Crews Bank & Trust
N/A—9,167-9,167-100%$1.3M———
Bluebird Wealth Management LLC
N/A—9,123-9,123-100%$1.3M———
Stratos Wealth Advisors, LLC
N/A—9,120-9,120-100%$1.3M———
Plotkin Financial Advisors, LLC
N/A—9,060-9,060-100%$1.3M———
Oxford Financial Group, Ltd. LLC
N/A—8,996-8,996-100%$1.3M———
Trustco Bank Corp N Y
N/A—8,978-8,978-100%$1.3M———
Summit Wealth Partners, LLC
N/A—8,885-8,885-100%$1.3M———
Crabel Capital Management, LLC
N/A—8,839-8,839-100%$1.3M———
Vanguard National Trust Co
N/A—8,827-8,827-100%$1.3M———
Stonebridge Financial Group, LLC
N/A—8,793-8,793-100%$1.3M———
Stratos Investment Management, LLC
N/A—8,765-8,765-100%$1.3M———
Hilltop Holdings Inc.
N/A—8,761-8,761-100%$1.3M———
Kiley Juergens Wealth Management, LLC
N/A—8,731-8,731-100%$1.3M———
Stance Capital LLC
N/A—8,656-8,656-100%$1.3M———
PSI Advisors, LLC
N/A—8,652-8,652-100%$1.3M———
Calton & Associates, Inc.
N/A—8,618-8,618-100%$1.3M———
North Dallas Bank & Trust Co
N/A—8,584-8,584-100%$1.3M———
JT Stratford LLC
N/A—8,567-8,567-100%$1.3M———
Kirtland Hills Capital Management, LLC
N/A—8,509-8,509-100%$1.2M———
Ostrum Asset Management
N/A—8,484-8,484-100%$1.2M———
Capital International Sarl
N/A—8,464-8,464-100%$1.2M———
Alteri Wealth LLC
N/A—8,446-8,446-100%$1.2M———
Jaffetilchin Investment Partners, LLC
N/A—8,438-8,438-100%$1.2M———
Acorns Advisers, LLC
N/A—8,399-8,399-100%$1.2M———
Pitcairn Wealth Advisors LLC
N/A—8,328-8,328-100%$1.2M———
Castle Wealth Management LLC
N/A—8,318-8,318-100%$1.2M———
Campbell & Co Investment Adviser LLC
N/A—8,311-8,311-100%$1.2M———
Osborne Partners Capital Management, LLC
N/A—8,304-8,304-100%$1.2M———
Saiph Capital, LLC
N/A—8,265-8,265-100%$1.2M———
Basecamp Wealth Advisors LLC
N/A—8,216-8,216-100%$1.2M———
Mayflower Financial Advisors, LLC
N/A—8,146-8,146-100%$1.2M———
US Asset Management LLC
N/A—8,103-8,103-100%$1.2M———
Innovative Asset Advisors Group, LLC
N/A—8,094-8,094-100%$1.2M———
BSW Wealth Partners
N/A—8,081-8,081-100%$1.2M———
Rothschild Wealth LLC
N/A—8,046-8,046-100%$1.2M———
Fort Point Capital Partners LLC
N/A—7,991-7,991-100%$1.2M———
Varcov Co.
N/A—7,968-7,968-100%$1.2M———
Johnson Financial Group, Inc.
N/A—7,938-7,938-100%$1.2M———
Crewe Advisors LLC
N/A—7,936-7,936-100%$1.2M———
CIM Investment Management Inc
N/A—7,825-7,825-100%$1.1M———
Westend Capital Management, LLC
N/A—7,776-7,776-100%$1.1M———
Founders Financial Alliance, LLC
N/A—7,756-7,756-100%$1.1M———
Fuller & Thaler Asset Management, Inc.
N/A—7,723-7,723-100%$1.1M———
Atlas Legacy Advisors, LLC
N/A—7,704-7,704-100%$1.1M———
49 Wealth Management, LLC
N/A—7,680-7,680-100%$1.1M———
Alongside, LLC
N/A—7,680-7,680-100%$1.1M———
Hudson Portfolio Management LLC
N/A—7,679-7,679-100%$1.1M———
Bridgewater Advisors Inc.
N/A—7,677-7,677-100%$1.1M———
Pointe Capital Management LLC
N/A—7,666-7,666-100%$1.1M———
LaSalle St. Investment Advisors, LLC
N/A—7,610-7,610-100%$1.1M———
Advisory Alpha, LLC
N/A—7,607-7,607-100%$1.1M———
Thompson David Blair
N/A—7,599-7,599-100%$1.1M———
Coastal Bridge Advisors, LLC
N/A—7,559-7,559-100%$1.1M———
Chilton Investment Co Inc.
N/A—7,547-7,547-100%$1.1M———
DF Dent & Co Inc
N/A—7,546-7,546-100%$1.1M———
RB Capital Management, LLC
N/A—7,527-7,527-100%$1.1M———
Buckland Partners Management Co LLC
N/A—7,500-7,500-100%$1.1M———
Caption Management, LLC
N/A—7,500-7,500-100%$1.1M———
Worldquant Millennium Advisors LLC
N/A—7,489-7,489-100%$1.1M———
PCM Encore, LLC
N/A—7,485-7,485-100%$1.1M———
Zhang Financial LLC
N/A—7,434-7,434-100%$1.1M———
Range Advisory, LLC
N/A—7,387-7,387-100%$1.1M———
Betterment LLC
N/A—7,352-7,352-100%$1.1M———
Weiss Asset Management LP
N/A—7,319-7,319-100%$1.1M———
Proficio Capital Partners LLC
N/A—7,228-7,228-100%$1.1M———
Notis-McConarty Edward
N/A—7,200-7,200-100%$1.1M———
WealthTrust Axiom LLC
N/A—7,183-7,183-100%$1.1M———
Bull Harbor Capital LLC
N/A—7,162-7,162-100%$1.0M———
Keystone Financial Group
N/A—7,147-7,147-100%$1.0M———
Pursuit Wealth Strategies, LLC
N/A—7,131-7,131-100%$1.0M———
Cura Wealth Advisors, LLC
N/A—7,048-7,048-100%$1.0M———
Connable Office Inc
N/A—7,045-7,045-100%$1.0M———
Xcelsior Advisor Partners LLC
N/A—7,007-7,007-100%$1.0M———
Cozad Asset Management Inc
N/A—6,977-6,977-100%$1.0M———
Capital Analysts, LLC
N/A—6,959-6,959-100%$1.0M———
Ellevest, Inc.
N/A—6,914-6,914-100%$998.9K———
Drucker Wealth 3.0, LLC
N/A—6,844-6,844-100%$1.0M———
Sompo Asset Management Co., Ltd.
N/A—6,840-6,840-100%$1.0M———
Berger Financial Group, Inc
N/A—6,803-6,803-100%$997.0K———
KDT Advisors, LLC
N/A—6,799-6,799-100%$996.6K———
AFT, Forsyth & Company, Inc.
N/A—6,795-6,795-100%$995.8K———
Redwood Investment Management, LLC
N/A—6,709-6,709-100%$983.0K———
Farmers National Bank
N/A—6,708-6,708-100%$983.1K———
Aigen Investment Management, LP
N/A—6,655-6,655-100%$975.3K———
AssuredPartners Investment Advisors, LLC
N/A—6,639-6,639-100%$972.9K———
All Terrain Financial Advisors, LLC
N/A—6,601-6,601-100%$967.4K———
SlateStone Wealth, LLC
N/A—6,489-6,489-100%$951.0K———
Cinctive Capital Management LP
N/A—6,462-6,462-100%$947.0K———
Northstar Group, Inc.
N/A—6,462-6,462-100%$947.0K———
Planning Center, Inc.
N/A—6,377-6,377-100%$934.5K———
FAS Wealth Partners, Inc.
N/A—6,346-6,346-100%$930.0K———
Avalon Trust Co
N/A—6,336-6,336-100%$928.5K———
Tradition Wealth Management, LLC
N/A—6,327-6,327-100%$927.2K———
FCA Corp
N/A—6,292-6,292-100%$922.1K———
TRB Wealth Management, LLC
N/A—6,228-6,228-100%$912.7K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—6,221-6,221-100%$911.7K———
Forefront Wealth Partners, LLC
N/A—6,206-6,206-100%$909.6K———
SBI Okasan Asset Management Co.Ltd.
N/A—6,200-6,200-100%$916.1K———
Stonebrook Private Inc.
N/A—6,191-6,191-100%$907.3K———
Southeast Asset Advisors, LLC
N/A—6,175-6,175-100%$904.9K———
Goldstone Financial Group, LLC
N/A—6,137-6,137-100%$899.4K———
Howe & Rusling Inc
N/A—6,095-6,095-100%$893.3K———
Samara Investment Management, LLC
N/A—6,080-6,080-100%$891.0K———
Morton Community Bank
N/A—6,065-6,065-100%$888.8K———
New Republic Capital, LLC
N/A—6,034-6,034-100%$884.3K———
Signet Private Wealth LLC
N/A—6,020-6,020-100%$882.2K———
East Coast Asset Management, Llc.
N/A—6,015-6,015-100%$881.4K———
Brookwood Investment Group LLC
N/A—5,996-5,996-100%$878.7K———
Delta Asset Management LLC
N/A—5,980-5,980-100%$876.4K———
Alta Wealth Advisors LLC
N/A—5,959-5,959-100%$873.3K———
LOM Asset Management Ltd
N/A—5,945-5,945-100%$871.2K———
LRI Investments, LLC
N/A—5,894-5,894-100%$863.8K———
Wick Capital Partners, LLC
N/A—5,890-5,890-100%$863.1K———
Richmond Brothers, Inc.
N/A—5,880-5,880-100%$861.7K———
Cvfg LLC
N/A—5,866-5,866-100%$859.6K———
GWN Securities Inc.
N/A—5,839-5,839-100%$855.7K———
Pgim Custom Harvest LLC
N/A—5,802-5,802-100%$850.4K———
Beta Wealth Group, Inc.
N/A—5,801-5,801-100%$850.2K———
Sovereign Financial Group, Inc.
N/A—5,792-5,792-100%$848.9K———
Cary Street Partners Investment Advisory LLC
N/A—5,788-5,788-100%$848.2K———
Round Rock Advisors LLC
N/A—5,783-5,783-100%$847.5K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—5,761-5,761-100%$844.3K———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—5,758-5,758-100%$844.1K———
Okabena Investment Services Inc
N/A—5,705-5,705-100%$836.1K———
Proffitt & Goodson Inc
N/A—5,672-5,672-100%$831.2K———
Madison Wealth Partners, Inc
N/A—5,579-5,579-100%$817.6K———
Voya Financial Advisors, Inc.
N/A—5,551-5,551-100%$820.2K———
One Wealth Advisors, LLC
N/A—5,545-5,545-100%$812.6K———
MidFirst Bank
N/A—5,515-5,515-100%$808.2K———
Hartford Funds Management Co LLC
N/A—5,511-5,511-100%$807.9K———
Prana Capital Management, LP
N/A—5,509-5,509-100%$807.3K———
Magnolia Capital Advisors LLC
N/A—5,495-5,495-100%$805.3K———
OneAscent Family Office, LLC
N/A—5,488-5,488-100%$804.3K———
Sunflower Bank, N.A.
N/A—5,431-5,431-100%$795.9K———
Roehl & Yi Investment Advisors, LLC
N/A—5,430-5,430-100%$795.8K———
Astoria Portfolio Advisors Llc.
N/A—5,392-5,392-100%$790.2K———
Dimension Capital Management LLC
N/A—5,388-5,388-100%$789.6K———
Byrne Financial Freedom, LLC
N/A—5,361-5,361-100%$785.6K———
MJP Associates Inc
N/A—5,303-5,303-100%$777.2K———
Elgethun Capital Management
N/A—5,297-5,297-100%$776.2K———
Novare Capital Management LLC
N/A—5,272-5,272-100%$772.6K———
FourThought Financial Partners, LLC
N/A—5,258-5,258-100%$770.5K———
Maridea Wealth Management LLC
N/A—5,248-5,248-100%$769.1K———
Fukoku Mutual Life Insurance Co
N/A—5,245-5,245-100%$768.7K———
Hollencrest Capital Management
N/A—5,203-5,203-100%$762.5K———
Birchcreek Wealth Management, LLC
N/A—5,201-5,201-100%$762.3K———
Readystate Asset Management LP
N/A—5,190-5,190-100%$760.6K———
Alesco Advisors, LLC, An ESL Co
N/A—5,180-5,180-100%$759.1K———
Ethos Financial Group, LLC
N/A—5,120-5,120-100%$602.8K———
Summitry LLC
N/A—5,107-5,107-100%$748.4K———
EWA, LLC
N/A—5,103-5,103-100%$747.9K———
Bank Hapoalim BM
N/A—5,071-5,071-100%$743.0K———
RBO & Co LLC
N/A—5,063-5,063-100%$742.0K———
Paces Ferry Wealth Advisors, LLC
N/A—5,058-5,058-100%$741.3K———
Bank of Nova Scotia Trust Co
N/A—5,033-5,033-100%$737.6K———
Requisite Capital Management, LLC
N/A—4,972-4,972-100%$728.7K———
Lcnb Corp
N/A—4,964-4,964-100%$727.5K———
McLaughlin Asset Management, Inc.
N/A—4,944-4,944-100%$724.5K———
Fielder Capital Group LLC
N/A—4,891-4,891-100%$716.8K———
Seeds Investor LLC
N/A—4,882-4,882-100%$715.4K———
Beto Financial Group, LLC
N/A—4,843-4,843-100%$587.8K———
Graham Capital Management, L.P.
N/A—4,839-4,839-100%$709.2K———
Aspiring Ventures, LLC
N/A—4,826-4,826-100%$707.3K———
Winton Group Ltd
N/A—4,800-4,800-100%$703.4K———
Ballast Advisors LLC
N/A—4,771-4,771-100%$699.2K———
Estate Planners Group, LLC
N/A—4,764-4,764-100%$698.1K———
Wrapmanager Inc
N/A—4,752-4,752-100%$696.4K———
Crux Wealth Advisors
N/A—4,741-4,741-100%$694.8K———
Vienna Asset Management LLC
N/A—4,726-4,726-100%$692.6K———
Pingora Partners LLC
N/A—4,700-4,700-100%$688.8K———
Navellier & Associates Inc
N/A—4,688-4,688-100%$687.0K———
Wealthquest Corp
N/A—4,678-4,678-100%$685.6K———
Meadowbrook Advisors Group, LLC
N/A—4,668-4,668-100%$684.1K———
Barnes Pettey Financial Advisors, LLC
N/A—4,659-4,659-100%$682.8K———
Cyber Hornet ETFs LLC
N/A—4,625-4,625-100%$677.8K———
Tyche Wealth Partners LLC
N/A—4,561-4,561-100%$668.5K———
K.J. Harrison & Partners Inc
N/A—4,551-4,551-100%$666.9K———
Sivia Capital Partners, LLC
N/A—4,548-4,548-100%$666.5K———
Empirical Asset Management, LLC
N/A—4,474-4,474-100%$655.6K———
Private Wealth Asset Management, LLC
N/A—4,409-4,409-100%$646.1K———
Alan B Lancz & Associates, Inc.
N/A—4,375-4,375-100%$641.2K———
HHM Wealth Advisors, LLC
N/A—4,367-4,367-100%$640.0K———
Game Plan Financial Advisors, LLC
N/A—4,364-4,364-100%$639.5K———
Second Line Capital, LLC
N/A—4,341-4,341-100%$636.2K———
Marble Wealth, LLC
N/A—4,325-4,325-100%$633.8K———
Faithward Advisors, LLC
N/A—4,314-4,314-100%$632.2K———
Precision Wealth Strategies, LLC
N/A—4,307-4,307-100%$631.2K———
Brave Asset Management Inc
N/A—4,306-4,306-100%$631.0K———
First National Bank of Hutchinson
N/A—4,261-4,261-100%$624.4K———
Houlihan Financial Resource Group, Ltd.
N/A—4,202-4,202-100%$615.9K———
Oxford Wealth Group, LLC
N/A—4,197-4,197-100%$615.0K———
SMA Capital LLC
N/A—4,153-4,153-100%$608.6K———
Broyhill Asset Management, LLC
N/A—4,138-4,138-100%$606.4K———
Old North State Trust, LLC
N/A—4,113-4,113-100%$603.0K———
JPL Wealth Management, LLC
N/A—4,096-4,096-100%$600.3K———
Sagewood Asset Management LP
N/A—4,091-4,091-100%$599.5K———
Cahill Financial Advisors Inc
N/A—4,087-4,087-100%$598.9K———
Integrated Investment Consultants, LLC
N/A—4,071-4,071-100%$596.6K———
Jones Road Capital Management, L.P.
N/A—4,068-4,068-100%$596.2K———
Mirova
N/A—4,052-4,052-100%$593.8K———
Iconiq Capital, LLC
N/A—4,050-4,050-100%$593.5K———
Prasad Wealth Partners, LLC
N/A—4,033-4,033-100%$591.0K———
Kintra Wealth, LLC
N/A—4,002-4,002-100%$625.2K———
Schrum Private Wealth Management LLC
N/A—3,973-3,973-100%$564.9K———
Family Manage LLC
N/A—3,958-3,958-100%$580.0K———
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A—3,950-3,950-100%$578.9K———
Horizon Bancorp Inc
N/A—3,893-3,893-100%$571.0K———
Ramirez Asset Management, Inc.
N/A—3,869-3,869-100%$567.0K———
One Charles Private Wealth Services, LLC
N/A—3,862-3,862-100%$566.0K———
Klcm Advisors, Inc.
N/A—3,851-3,851-100%$564.4K———
Shay Capital LLC
N/A—3,850-3,850-100%$564.2K———
Phillips Wealth Planners LLC
N/A—3,849-3,849-100%$545.1K———
BlackDiamond Wealth Management, LLC
N/A—3,842-3,842-100%$580.3K———
S Harris Financial Group, LLC
N/A—3,842-3,842-100%$563.1K———
Resurgent Financial Advisors LLC
N/A—3,837-3,837-100%$562.3K———
Lumbard & Kellner, LLC
N/A—3,835-3,835-100%$562.0K———
Campion Asset Management
N/A—3,834-3,834-100%$561.9K———
Banque Transatlantique SA
N/A—3,833-3,833-100%$641.6K———
Dark Forest Capital Management LP
N/A—3,830-3,830-100%$561.3K———
Sfmg, LLC
N/A—3,825-3,825-100%$560.6K———
Seneca House Advisors
N/A—3,824-3,824-100%$560.4K———
Brio Consultants, LLC
N/A—3,812-3,812-100%$558.6K———
Jackson Thornton Wealth Management, LLC
N/A—3,811-3,811-100%$558.5K———
Z3 Capital Partners, LLC
N/A—3,783-3,783-100%$554.4K———
Heartland Bank & Trust Co
N/A—3,752-3,752-100%$549.9K———
Invictus Private Wealth, LLC
N/A—3,750-3,750-100%$549.6K———
Swan Global Investments, LLC
N/A—3,748-3,748-100%$549.3K———
Ponta Wealth Partners, LLC
N/A—3,728-3,728-100%$546.3K———
Patron Partners, LLC
N/A—3,707-3,707-100%$543.3K———
Transamerica Financial Advisors, LLC
N/A—3,691-3,691-100%$541.0K———
Advocacy Wealth Management, LLC
N/A—3,684-3,684-100%$539.9K———
Blueshift Asset Management, LLC
N/A—3,679-3,679-100%$539.2K———
Claret Asset Management Corp
N/A—3,650-3,650-100%$535.0K———
Opal Capital LLC
N/A—3,619-3,619-100%$530.4K———
Charter Research & Investment Group, Inc.
N/A—3,599-3,599-100%$527.4K———
South Plains Financial, Inc.
N/A—3,568-3,568-100%$522.9K———
Clarion Wealth Managment Partners, LLC
N/A—3,565-3,565-100%$522.5K———
Karpus Management, Inc.
N/A—3,550-3,550-100%$520.3K———
City National Bank of Florida
N/A—3,542-3,542-100%$519.1K———
Ameriflex Group, Inc.
N/A—3,531-3,531-100%$517.5K———
Khazanah Nasional Berhad
N/A—3,527-3,527-100%$516.9K———
Mark Asset Management LP
N/A—3,524-3,524-100%$516.4K———
Christine Messmer PC
N/A—3,512-3,512-100%$514.7K———
Main Street Research LLC
N/A—3,505-3,505-100%$513.6K———
Sonoma Allocations LLC
N/A—3,499-3,499-100%$507.1K———
Keystone Financial Services
N/A—3,469-3,469-100%$508.4K———
IKE Capital, LLC
N/A—3,464-3,464-100%$507.7K———
KilterHowling LLC
N/A—3,429-3,429-100%$502.5K———
Rogco, LP
N/A—3,426-3,426-100%$502.1K———
Calydon Capital
N/A—3,423-3,423-100%$501.6K———
Becker Capital Management Inc
N/A—3,413-3,413-100%$500.2K———
Pursue Wealth Partners LLC
N/A—3,400-3,400-100%$498.3K———
Harbor Advisors LLC
N/A—3,400-3,400-100%$498.3K———
Henrickson Nauta Wealth Advisors, Inc.
N/A—3,386-3,386-100%$496.1K———
Keating Financial Advisory Services, Inc.
N/A—3,384-3,384-100%$495.9K———
Consilio Wealth Advisors, LLC
N/A—3,378-3,378-100%$495.0K———
Sandy Cove Advisors, LLC
N/A—3,378-3,378-100%$495.1K———
Wellspring Financial Advisors, LLC
N/A—3,365-3,365-100%$493.4K———
Paul R. Ried Financial Group, LLC
N/A—3,325-3,325-100%$487.3K———
New World Advisors LLC
N/A—3,325-3,325-100%$487.3K———
Diametric Capital, LP
N/A—3,314-3,314-100%$485.7K———
Oxbow Advisors, LLC
N/A—3,313-3,313-100%$485.5K———
MOR Wealth Management, LLC
N/A—3,313-3,313-100%$485.5K———
Severin Investments, LLC
N/A—3,299-3,299-100%$483.5K———
Ellenbecker Investment Group
N/A—3,277-3,277-100%$480.3K———
Potomac Fund Management Inc
N/A—3,259-3,259-100%$477.7K———
McGowan Group Asset Management, Inc.
N/A—3,234-3,234-100%$473.9K———
Twin City Private Wealth, LLC
N/A—3,227-3,227-100%$472.9K———
Cape COD Five Cents Savings Bank
N/A—3,218-3,218-100%$471.6K———
EMC Capital Management
N/A—3,200-3,200-100%$404———
Stillwater Capital Advisors, LLC
N/A—3,159-3,159-100%$463.0K———
Wealthspan Partners, LLC
N/A—3,130-3,130-100%$458.7K———
Wallace Advisory Group, LLC
N/A—3,124-3,124-100%$457.8K———
Orleans Capital Management Corp
N/A—3,120-3,120-100%$457.2K———
McMillan Office, Inc.
N/A—3,100-3,100-100%$454.3K———
Element Wealth, LLC
N/A—3,096-3,096-100%$453.8K———
Hexagon Capital Partners LLC
N/A—3,063-3,063-100%$448.9K———
Talisman Wealth Advisors LLC
N/A—3,050-3,050-100%$447.0K———
FreeGulliver LLC
N/A—3,047-3,047-100%$446.5K———
Members Trust Co
N/A—3,044-3,044-100%$446.1K———
Carr Financial Group Corp
N/A—3,018-3,018-100%$442.3K———
Parkwoods Wealth Partners, LLC
N/A—3,012-3,012-100%$441.4K———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—3,008-3,008-100%$440.8K———
Cutler Capital Management, LLC
N/A—3,000-3,000-100%$439.7K———
Blue Edge Capital, LLC
N/A—3,000-3,000-100%$439.7K———
AR Asset Management Inc
N/A—3,000-3,000-100%$439.7K———
Riverview Capital Advisers, LLC
N/A—2,966-2,966-100%$434.6K———
Stillwater Private Wealth, LLC
N/A—2,942-2,942-100%$450———
Duncan Williams Asset Management, LLC
N/A—2,919-2,919-100%$427.7K———
Medallion Wealth Advisors, LLC
N/A—2,913-2,913-100%$427.2K———
Elm Partners Management LLC
N/A—2,904-2,904-100%$425.6K———
Ironwood Investment Counsel, LLC
N/A—2,901-2,901-100%$425.2K———
MorganRosel Wealth Management, LLC
N/A—2,900-2,900-100%$425.0K———
M. Kulyk & Associates, LLC
N/A—2,891-2,891-100%$423.7K———
Meridian Wealth Advisors, LLC
N/A—2,887-2,887-100%$423.2K———
Vertex Planning Partners, LLC
N/A—2,835-2,835-100%$415.5K———
Rowlandmiller & Partners.adv
N/A—2,831-2,831-100%$414.9K———
HTG Investment Advisors, Inc.
N/A—2,823-2,823-100%$413.7K———
Glen Eagle Advisors, LLC
N/A—2,806-2,806-100%$411.2K———
Black Swift Group, LLC
N/A—2,800-2,800-100%$410.3K———
Estabrook Capital Management
N/A—2,792-2,792-100%$409.2K———
Whalerock Point Partners, LLC
N/A—2,783-2,783-100%$407.8K———
Knightsbridge Asset Management, LLC
N/A—2,777-2,777-100%$407.0K———
FSA Advisors, Inc.
N/A—2,774-2,774-100%$405.8K———
Burnham & Co LLC
N/A—2,765-2,765-100%$405.2K———
Northeast Planning Associates, Inc. / NH /
N/A—2,756-2,756-100%$403.9K———
Bristol John W & Co Inc
N/A—2,744-2,744-100%$402.1K———
Novak & Powell Financial Services, Inc.
N/A—2,728-2,728-100%$399.8K———
Gardner Russo & Quinn LLC
N/A—2,715-2,715-100%$397.9K———
Apriem Advisors
N/A—2,712-2,712-100%$397.4K———
Peak Retirement Planning, Inc.
N/A—2,708-2,708-100%$396.8K———
Blue Chip Partners, LLC
N/A—2,692-2,692-100%$394.4K———
Atlas Wealth LLC
N/A—2,687-2,687-100%$393.8K———
Ehrenkranz Partners L.P.
N/A—2,674-2,674-100%$391.9K———
Taylor Hoffman Capital Management LLC
N/A—2,644-2,644-100%$387.5K———
Riverstone Advisors, LLC
N/A—2,640-2,640-100%$386.9K———
Frisch Financial Group, Inc.
N/A—2,626-2,626-100%$384.9K———
Boreal Capital Management LLC
N/A—2,620-2,620-100%$384.0K———
Atom Investors LP
N/A—2,619-2,619-100%$383.8K———
AlphaGrep UK Ltd
N/A—2,590-2,590-100%$379.6K———
Fullerton Fund Management Co Ltd.
N/A—2,579-2,579-100%$378.0K———
Caerus Investment Advisors, LLC
N/A—2,576-2,576-100%$377.5K———
Delos Wealth Advisors, LLC
N/A—2,570-2,570-100%$376.6K———
Per Stirling Capital Management, Llc.
N/A—2,567-2,567-100%$376.1K———
CoreFirst Bank & Trust
N/A—2,562-2,562-100%$375.5K———
1776 Wealth LLC
N/A—2,549-2,549-100%$373.6K———
Gateway Wealth Partners, LLC
N/A—2,538-2,538-100%$372.0K———
Strategic Investment Solutions, Inc.
N/A—2,533-2,533-100%$371.2K———
Portland Global Advisors LLC
N/A—2,522-2,522-100%$369.6K———
Richard W. Paul & Associates, LLC
N/A—2,522-2,522-100%$369.6K———
Cascade Financial Partners, LLC
N/A—2,507-2,507-100%$367.3K———
Serenus Wealth Advisors, LLC
N/A—2,501-2,501-100%$366.5K———
Palogic Value Management, L.P.
N/A—2,500-2,500-100%$366.4K———
Parvin Asset Management, LLC
N/A—2,500-2,500-100%$366.4K———
Invst, LLC
N/A—2,497-2,497-100%$365.9K———
Twin Peaks Wealth Advisors, LLC
N/A—2,495-2,495-100%$365.6K———
CFO4Life Group, LLC
N/A—2,490-2,490-100%$364.9K———
Granite Harbor Advisors, Inc.
N/A—2,487-2,487-100%$364.5K———
Caitlin John, LLC
N/A—2,474-2,474-100%$362.5K———
Gallagher Fiduciary Advisors, LLC
N/A—2,469-2,469-100%$361.9K———
Ironvine Capital Partners, LLC
N/A—2,459-2,459-100%$360.4K———
Core Alternative Capital
N/A—2,456-2,456-100%$359.9K———
S&CO Inc
N/A—2,445-2,445-100%$358.0K———
FLC Capital Advisors
N/A—2,424-2,424-100%$355.2K———
Shufro Rose & Co LLC
N/A—2,421-2,421-100%$354.8K———
Van Diest Capital, LLC
N/A—2,418-2,418-100%$354.3K———
Stembrook Asset Management, LLC
N/A—2,404-2,404-100%$352.3K———
Marietta Investment Partners LLC
N/A—2,400-2,400-100%$351.7K———
Maripau Wealth Management LLC
N/A—2,396-2,396-100%$351.2K———
Palisades Hudson Asset Management, L.P.
N/A—2,385-2,385-100%$347.0K———
Buckley Wealth Management, LLC
N/A—2,379-2,379-100%$348.6K———
Canal Capital Management, LLC
N/A—2,372-2,372-100%$347.6K———
Purpose Unlimited Inc.
N/A—2,366-2,366-100%$347.2K———
Rodgers Brothers Inc.
N/A—2,364-2,364-100%$346.4K———
Investment Advisory Group, LLC
N/A—2,359-2,359-100%$345.7K———
Coastwise Capital Group, LLC
N/A—2,344-2,344-100%$343.6K———
M3 Advisory Group, LLC
N/A—2,340-2,340-100%$342.9K———
Vantus Wealth LLC
N/A—2,339-2,339-100%$342.8K———
Inspire Advisors, LLC
N/A—2,323-2,323-100%$340.0K———
Tandem Financial, LLC
N/A—2,318-2,318-100%$339.7K———
Caxton Associates LLP
N/A—2,318-2,318-100%$339.7K———
American Financial Advisors, LLC
N/A—2,314-2,314-100%$339.1K———
Harvest Investment Services, LLC
N/A—2,305-2,305-100%$337.8K———
Ritter Daniher Financial Advisory LLC / de
N/A—2,304-2,304-100%$337.7K———
SHP Wealth Management
N/A—2,298-2,298-100%$336.8K———
Sharpepoint LLC
N/A—2,276-2,276-100%$333.5K———
Cofg Advisors, LLC
N/A—2,266-2,266-100%$332.1K———
Hemenway Trust Co LLC
N/A—2,266-2,266-100%$332.1K———
Seldon Capital LP
N/A—2,265-2,265-100%$331.9K———
V2 Financial group LLC
N/A—2,262-2,262-100%$331.5K———
Alexander Labrunerie & Co., Inc.
N/A—2,261-2,261-100%$331.4K———
PAX Financial Group, LLC
N/A—2,254-2,254-100%$330.3K———
Petix & Botte Co
N/A—2,248-2,248-100%$329.4K———
Clifford Group, LLC
N/A—2,235-2,235-100%$327.5K———
CBM Financial, LLC
N/A—2,220-2,220-100%$280.7K———
American Money Management, LLC
N/A—2,220-2,220-100%$325.4K———
Abound Financial, LLC
N/A—2,207-2,207-100%$323.4K———
LWM Advisory Services, LLC
N/A—2,205-2,205-100%$323.1K———
Garden State Investment Advisory Services LLC
N/A—2,174-2,174-100%$318.7K———
Pine Harbor Wealth Management, LLC
N/A—2,145-2,145-100%$314.4K———
Legacy Wealth Advisors, LLC
N/A—2,143-2,143-100%$314.1K———
Cascades Capital Asset Management, LLC
N/A—2,136-2,136-100%$313.0K———
Martingale Asset Management L P
N/A—2,134-2,134-100%$312.7K———
Aspen Grove Capital, LLC
N/A—2,129-2,129-100%$312.0K———
Retirement Income Solutions, Inc
N/A—2,101-2,101-100%$309.1K———
Kerr Financial Planning Corp
N/A—2,092-2,092-100%$306.5K———
Rather & Kittrell, Inc.
N/A—2,083-2,083-100%$305.4K———
Quantum Portfolio Management LLC
N/A—2,075-2,075-100%$304.1K———
Palisade Capital Management, LP
N/A—2,073-2,073-100%$303.8K———
Octavia Wealth Advisors, LLC
N/A—2,071-2,071-100%$303.6K———
Quarry LP
N/A—2,060-2,060-100%$301.9K———
Tumwater Wealth Management, LLC
N/A—2,057-2,057-100%$301.5K———
Dearborn Partners LLC
N/A—2,036-2,036-100%$298.4K———
Athena Investment Management
N/A—2,028-2,028-100%$297.2K———
Sandro Wealth Management LLC
N/A—2,023-2,023-100%$296.4K———
Broadleaf Partners, LLC
N/A—2,018-2,018-100%$295.7K———
Valtrion Capital Management, LLC
N/A—2,004-2,004-100%$293.7K———
Pinnacle Holdings, LLC
N/A—2,001-2,001-100%$293.2K———
One68 Global Capital, LLC
N/A—2,000-2,000-100%$292.1K———
Wilmar Advisors LLC
N/A—2,000-2,000-100%$293.1K———
Clarkston Capital Partners, LLC
N/A—2,000-2,000-100%$293.1K———
Sharp Wealth Advisory, LLC
N/A—1,996-1,996-100%$292.5K———
Financial Advisors Network, Inc.
N/A—1,968-1,968-100%$288.4K———
WNY Asset Management, LLC
N/A—1,959-1,959-100%$287.1K———
Mcintyre Freedman & Flynn Investment Advisers Inc
N/A—1,957-1,957-100%$286.8K———
Cauble & Harre Wealth Management, Inc.
N/A—1,954-1,954-100%$286.4K———
Spwm Advisors LLC
N/A—1,954-1,954-100%$247.1K———
Northstar Financial Companies, Inc.
N/A—1,952-1,952-100%$286.1K———
Jackson, Grant Investment Advisers, Inc.
N/A—1,951-1,951-100%$285.9K———
Chatterton & Associates Inc.
N/A—1,947-1,947-100%$280.8K———
Iron Gate Global Advisors LLC
N/A—1,944-1,944-100%$284.8K———
Wealth Watch Advisors, Inc
N/A—1,943-1,943-100%$284.7K———
Prosperity Bancshares Inc
N/A—1,942-1,942-100%$284.6K———
Oxinas Partners, LLC
N/A—1,941-1,941-100%$284.4K———
MA Private Wealth
N/A—1,919-1,919-100%$281.3K———
Compass Capital Corp
N/A—1,918-1,918-100%$285.6K———
Royal Capital Wealth Management, LLC
N/A—1,908-1,908-100%$279.6K———
Ruggiero Investments, Inc.
N/A—1,907-1,907-100%$279.5K———
Alpine Woods Capital Investors, LLC
N/A—1,900-1,900-100%$278.4K———
Capital & Planning, LLC
N/A—1,895-1,895-100%$277.7K———
Independent Family Office, LLC
N/A—1,884-1,884-100%$276.1K———
Adapt Wealth Advisors, LLC
N/A—1,861-1,861-100%$272.7K———
Golden Road Advisors LLC
N/A—1,860-1,860-100%$272.6K———
Topsail Wealth Management, LLC
N/A—1,854-1,854-100%$271.7K———
Osterweis Capital Management Inc
N/A—1,845-1,845-100%$270.4K———
Affinity Investment Advisors, LLC
N/A—1,829-1,829-100%$268.0K———
GW&K Investment Management, LLC
N/A—1,819-1,819-100%$267.0K———
JMN Financial LLC
N/A—1,817-1,817-100%$266.3K———
Mission Creek Capital Partners, Inc.
N/A—1,817-1,817-100%$266.3K———
Seven Springs Wealth Group, LLC
N/A—1,811-1,811-100%$265.4K———
Capstone Financial Advisors, Inc.
N/A—1,809-1,809-100%$265.1K———
Rollins Financial Advisors, LLC
N/A—1,801-1,801-100%$263.9K———
First Dallas Securities Inc.
N/A—1,800-1,800-100%$263.8K———
Tranquilli Financial Advisor LLC
N/A—1,797-1,797-100%$263.4K———
UP Strategic Wealth Investment Advisors LLC
N/A—1,787-1,787-100%$258.0K———
PIN OAK Investment Advisors Inc
N/A—1,779-1,779-100%$261.0K———
Wood Tarver Financial Group, LLC
N/A—1,776-1,776-100%$260.0K———
Baltimore-Washington Financial Advisors, Inc.
N/A—1,772-1,772-100%$259.7K———
Kera Capital Partners, Inc.
N/A—1,763-1,763-100%$258.4K———
Sittner & Nelson, LLC
N/A—1,759-1,759-100%$257.8K———
Gambit Capital Management, LLC
N/A—1,740-1,740-100%$255.0K———
Maxele Advisors, LLC
N/A—1,738-1,738-100%$254.8K———
Pacific SUN Financial Corp
N/A—1,736-1,736-100%$254.4K———
Pennington Partners & Co., LLC
N/A—1,735-1,735-100%$254.3K———
Madison Asset Management, LLC
N/A—1,727-1,727-100%$253.1K———
FWL Investment Management, LLC
N/A—1,723-1,723-100%$252.5K———
Callahan Advisors, LLC
N/A—1,704-1,704-100%$249.8K———
Silver Coast Investments LLC
N/A—1,702-1,702-100%$249.4K———
iSAM Funds (UK) Ltd
N/A—1,700-1,700-100%$249.1K———
Owen LaRue, LLC
N/A—1,697-1,697-100%$248.8K———
BBR Partners, LLC
N/A—1,680-1,680-100%$246.2K———
Easterly Investment Partners LLC
N/A—1,680-1,680-100%$246.2K———
Safeguard Investment Advisory Group, LLC
N/A—1,678-1,678-100%$245.9K———
Renaissance Technologies LLC
N/A—1,669-1,669-100%$245.4K———
Nalls Sherbakoff Group, LLC
N/A—1,663-1,663-100%$243.7K———
Performance Wealth Partners, LLC
N/A—1,654-1,654-100%$242.4K———
Widmann Financial Services, Inc.
N/A—1,650-1,650-100%$241.8K———
Markin Volterra Fund LP
N/A—1,649-1,649-100%$241.7K———
Prostatis Group LLC
N/A—1,641-1,641-100%$240.4K———
Baron Silver Stevens Financial Advisors, LLC
N/A—1,637-1,637-100%$239.9K———
Fourth Dimension Wealth, LLC
N/A—1,637-1,637-100%$239.9K———
WealthShield Partners, LLC
N/A—1,636-1,636-100%$239.8K———
Evergreen Wealth Partners LLC
N/A—1,635-1,635-100%$239.7K———
Northwest Quadrant Wealth Management, LLC
N/A—1,628-1,628-100%$238.6K———
FFT Wealth Management LLC
N/A—1,611-1,611-100%$236.1K———
Omnia Family Wealth, LLC
N/A—1,608-1,608-100%$235.7K———
Alpha Financial Partners LLC
N/A—1,606-1,606-100%$235.3K———
Wealthspire Retirement, LLC
N/A—1,603-1,603-100%$235.0K———
Piedmont Capital Management, LLC
N/A—1,599-1,599-100%$228.8K———
Alpine Global Management, LLC
N/A—1,599-1,599-100%$234.3K———
Somerville Kurt F
N/A—1,598-1,598-100%$234.2K———
Yarger Wealth Strategies, LLC
N/A—1,570-1,570-100%$220.7K———
Bouchey Financial Group, Ltd.
N/A—1,562-1,562-100%$228.9K———
American Trust
N/A—1,561-1,561-100%$228.8K———
Talon Private Wealth, LLC
N/A—1,558-1,558-100%$228.3K———
LeClair Wealth Partners LLC
N/A—1,538-1,538-100%$225.5K———
Vista Investment Management
N/A—1,535-1,535-100%$224.9K———
Chesapeake Asset Management LLC
N/A—1,534-1,534-100%$222.4K———
Allied Private Wealth LLC
N/A—1,532-1,532-100%$215.3K———
Investor's Fiduciary Advisor Network, LLC
N/A—1,518-1,518-100%$222.0K———
Aristotle Capital Management, LLC
N/A—1,500-1,500-100%$219.8K———
Cohen & Steers, Inc.
N/A—1,500-1,500-100%$220.0K———
Campbell Deegan Wealth Management, LLC
N/A—1,487-1,487-100%$218.0K———
Port Capital LLC
N/A—1,483-1,483-100%$217.3K———
Hurricane Capital Advisors LLC
N/A—1,470-1,470-100%$215.4K———
Integrity Financial Corp
N/A—1,468-1,468-100%$215.2K———
CM Wealth Advisors LLC
N/A—1,467-1,467-100%$215.0K———
Jupiter Asset Management LTD
N/A—1,465-1,465-100%$214.7K———
Rwwm, Inc.
N/A—1,460-1,460-100%$214.0K———
Reyl & Cie S.A.
N/A—1,458-1,458-100%$215.1K———
Intellus Advisors LLC
N/A—1,456-1,456-100%$213.4K———
Holistic Financial Partners
N/A—1,455-1,455-100%$213.2K———
Financial Life Planners
N/A—1,450-1,450-100%$212.5K———
E Fund Management (Hong Kong) Co., Ltd.
N/A—1,445-1,445-100%$211.8K———
Northwest Bancshares, Inc.
N/A—1,419-1,419-100%$208.0K———
Wayfinding Financial, LLC
N/A—1,387-1,387-100%$203.0K———
Fiduciary Financial Advisors
N/A—1,380-1,380-100%$201.0K———
STG Securities, LLC
N/A—1,371-1,371-100%$200.9K———
Kapstone Financial Advisors LLC
N/A—1,370-1,370-100%$200.8K———
Tobias Financial Advisors, Inc.
N/A—1,367-1,367-100%$200.3K———
Front Row Advisors LLC
N/A—1,350-1,350-100%$196.4K———
Concord Investment Counsel Inc.
N/A—1,318-1,318-100%$193.2K———
Bellevue Asset Management, LLC
N/A—1,243-1,243-100%$182.3K———
Index Technologies Group LLC
N/A—1,233-1,233-100%$180.7K———
Financial Gravity Companies, Inc.
N/A—1,219-1,219-100%$178.6K———
Napier Financial, LLC
N/A—1,199-1,199-100%$175.7K———
Mark Sheptoff Financial Planning, LLC
N/A—1,125-1,125-100%$164.9K———
Riverview Trust Co
N/A—1,082-1,082-100%$158.6K———
Copia Wealth Management
N/A—1,041-1,041-100%$152.5K———
Westfuller Advisors, LLC
N/A—1,020-1,020-100%$149.5K———
Evelyn Partners Group Ltd
N/A—995-995-100%$145.8K———
Bernard Wealth Management Corp.
N/A—983-983-100%$144.1K———
Frazier Financial Advisors, LLC
N/A—924-924-100%$135.4K———
Wiser Advisor Group LLC
N/A—891-891-100%$130.6K———
Sachetta, LLC
N/A—883-883-100%$129.4K———
S&T Bank
N/A—824-824-100%$120.8K———
Aberdeen Wealth Management LLC
N/A—815-815-100%$119.4K———
Operose Advisors LLC
N/A—801-801-100%$117.4K———
Tradewinds, Llc.
N/A—800-800-100%$459.9K———
Ogorek Anthony Joseph
N/A—718-718-100%$105.0K———
Cbiz Investment Advisory Services, LLC
N/A—711-711-100%$104.6K———
Synergy Investment Management, LLC
N/A—704-704-100%$88.7K———
Premier Financial Group
N/A—690-690-100%$101.1K———
Wellington-Altus USA Inc.
N/A—685-685-100%$100.8K———
ESL Trust Services, LLC
N/A—600-600-100%$87.9K———
Timbuktu Capital Management, LLC
N/A—600-600-100%$87.9K———
VSM Wealth Advisory, LLC
N/A—595-595-100%$87.3K———
Rialto Wealth Management, LLC
N/A—569-569-100%$83.4K———
Dunhill Financial, LLC
N/A—565-565-100%$82.9K———
Kemnay Advisory Services Inc.
N/A—561-561-100%$82.2K———
XY Capital Ltd
N/A—553-553-100%$81.0K———
1015 Capital Partners, LLC
N/A—553-553-100%$81.0K———
Bank of the Bluegrass & Trust Co.
N/A—512-512-100%$70.3K———
Bruce G. Allen Investments, LLC
N/A—504-504-100%$73.9K———
Marshall Investment Management, LLC
N/A—493-493-100%$72.3K———
Gould Capital, LLC
N/A—480-480-100%$70.3K———
Measured Wealth Private Client Group, LLC
N/A—477-477-100%$69.9K———
Standard Family Office LLC
N/A—476-476-100%$69.8K———
BOK Financial Private Wealth, Inc.
N/A—456-456-100%$66.8K———
Basepoint Wealth LLC
N/A—441-441-100%$64.6K———
Godfrey Financial Associates, Inc.
N/A—435-435-100%$63.8K———
Raffa Wealth Management, LLC
N/A—414-414-100%$60.7K———
Chelsea Counsel Co
N/A—406-406-100%$59.5K———
Tacita Capital Inc
N/A—405-405-100%$59.4K———
Accent Capital Management, LLC
N/A—400-400-100%$58.6K———
Teachers Insurance & Annuity Association of America
N/A—358-358-100%$52.5K———
Kilter Group LLC
N/A—354-354-100%$51.9K———
TD Capital Management LLC
N/A—338-338-100%$49.6K———
Heartland Advisors Inc
N/A—300-300-100%$44.0K———
BLI - Banque de Luxembourg Investments
N/A—300-300-100%$44.4K———
Tripletail Wealth Management, LLC
N/A—300-300-100%$42.1K———
Swan Capital LLC
N/A—290-290-100%$42.5K———
Cornerstone Financial Management LLC
N/A—279-279-100%$40.9K———
Broadwater Capital Management LLC
N/A—261-261-100%$38.3K———
Manning & Napier Advisors LLC
N/A—257-257-100%$38.0K———
Graney & King, LLC
N/A—229-229-100%$33.5K———
Vision Retirement, LLC
N/A—225-225-100%$33.0K———
HighMark Wealth Management LLC
N/A—218-218-100%$31.9K———
Dixon Mitchell Investment Counsel Inc.
N/A—211-211-100%$126.9K———
NCP Inc.
N/A—200-200-100%$29.3K———
Persistent Asset Partners Ltd
N/A—197-197-100%$28.9K———
Bellevue Group AG
N/A—191-191-100%$28.0K———
Tanglewood Legacy Advisors, LLC
N/A—190-190-100%$27.8K———
Contrarius Group Holdings Ltd
N/A—186-186-100%$27.3K———
Lavaca Capital LLC
N/A—181-181-100%$26.5K———
Mcguire Capital Advisors Inc
N/A—175-175-100%$25.6K———
Nova Wealth Management, Inc.
N/A—154-154-100%$22.5K———
Ankerstar Wealth, LLC
N/A—149-149-100%$21.8K———
Mpwm Advisory Solutions, LLC
N/A—141-141-100%$20.6K———
Consultiva Wealth Management, Corp.
N/A—128-128-100%$18.8K———
Stonehage Fleming Financial Services Holdings Ltd
N/A—116-116-100%$17.0K———
WealthCollab, LLC
N/A—106-106-100%$15.5K———
Luminist Capital LLC
N/A—106-106-100%$15.6K———
Harborfront Financial Group LLC
N/A—99-99-100%$14.5K———
Seneschal Advisors, LLC
N/A—90-90-100%$13.2K———
Oakmont Advisory Group, LLC
N/A—89-89-100%$13.1K———
Imprint Wealth LLC
N/A—81-81-100%$11.9K———
Atomic Invest LLC
N/A—73-73-100%$10.8K———
Three Bearings Fiduciary Advisors, Inc.
N/A—72-72-100%$10.6K———
Volterra Technologies LP
N/A—69-69-100%$10.1K———
Anchor Bay Capital, Inc.
N/A—68-68-100%$10.3K———
Turim 21 Investimentos Ltda.
N/A—63-63-100%$9.2K———
HFM Investment Advisors, LLC
N/A—62-62-100%$9.1K———
Corsicana & Co.
N/A—58-58-100%$8.5K———
Longfellow Investment Management Co LLC
N/A—44-44-100%$6.4K———
Orion Capital Management LLC
N/A—28-28-100%$4.1K———
Sumitomo Mitsui Financial Group, Inc.
N/A—15-15-100%$2.2K———
Minot DeBlois Advisors LLC
N/A—15-15-100%$2.2K———
Berkshire Capital Holdings Inc
N/A—10-10-100%$1.5K———
CSS LLC
N/A—7-7-100%$1.0K———
Investors Portfolio Services LLC
N/A—4-4-100%$626———
Ross\johnson & Associates LLC
N/A—3-3-100%$440———
IQ EQ Fund Management (Singapore) Private Ltd
N/A—1-1-100%$147———
Cordant, Inc.
N/A—1-1-100%$163———
Showing 3661 of 3661 institutions