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PJT Partners Inc (PJT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Wasatch Advisors LP
DECREASED
Shares1,352,809 from 1,478,222
Change-125,413 (-8%)
Value$193.1M (-$30.1M)
Filed 2026-10-13
Geode Capital Management, LLC
INCREASED
Shares800,953 from 792,294
Change+8,659 (+1%)
Value$114.3M (-$5.3M)
Filed 2026-11-06
Congress Asset Management Co
INCREASED
Shares728,580 from 723,474
Change+5,106 (+1%)
Value$104.0M (-$5.2M)
Filed 2026-10-06
Dimensional Fund Advisors LP
INCREASED
Shares421,905 from 406,349
Change+15,556 (+4%)
Value$60.2M (-$1.1M)
Filed 2026-11-04
Thrivent Financial for Lutherans
INCREASED
Shares331,490 from 16,958
Change+314,532 (+1855%)
Value$47.3K (-$2.5M)
Filed 2026-11-05
Bank of New York Mellon Corp
DECREASED
Shares185,326 from 188,135
Change-2,809 (-1%)
Value$26.4M (-$1.9M)
Filed 2026-11-05
Principal Financial Group Inc
DECREASED
Shares122,988 from 202,842
Change-79,854 (-39%)
Value$17.6M (-$13.1M)
Filed 2026-11-02
Aberdeen Group plc
DECREASED
Shares102,193 from 138,593
Change-36,400 (-26%)
Value$6.6M (-$14.3M)
Filed 2026-11-06
TimesSquare Capital Management, LLC
DECREASED
Shares91,832 from 103,838
Change-12,006 (-12%)
Value$13.1M (-$2.6M)
Filed 2026-11-03
Creative Planning
INCREASED
Shares77,735 from 56,216
Change+21,519 (+38%)
Value$11.1M (+$2.6M)
Filed 2026-11-02
Mutual of America Capital Management LLC
DECREASED
Shares64,146 from 64,871
Change-725 (-1%)
Value$9.2M (-$637.4K)
Filed 2026-10-23
Barclays PLC
INCREASED
Shares57,086 from 40,115
Change+16,971 (+42%)
Value$8.1M (+$2.1M)
Filed 2026-11-06
Citigroup Inc
DECREASED
Shares47,123 from 68,565
Change-21,442 (-31%)
Value$6.7M (-$3.6M)
Filed 2026-11-04
Kornitzer Capital Management Inc
DECREASED
Shares40,585 from 41,275
Change-690 (-2%)
Value$5.8M (-$438.2K)
Filed 2026-11-03
Quartz Partners, LLC
DECREASED
Shares32,420 from 33,231
Change-811 (-2%)
Value$4.6M (-$389.3K)
Filed 2026-11-03
Convergence Investment Partners, LLC
NEW
Shares30,782
Change+30,782
Value$4.4M
Filed 2026-10-28
Deutsche Bank Ag\
DECREASED
Shares25,581 from 27,347
Change-1,766 (-6%)
Value$3.7M (-$477.1K)
Filed 2026-11-06
Achmea Investment Management B.V.
NEW
Shares19,838
Change+19,838
Value$2.8M
Filed 2026-10-30
Diversify Advisory Services, LLC
INCREASED
Shares18,805 from 15,424
Change+3,381 (+22%)
Value$2.6M (-$44.0K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares18,805 from 15,424
Change+3,381 (+22%)
Value$2.6M (-$44.0K)
Filed 2026-10-20
Bridge City Capital, LLC
INCREASED
Shares18,138 from 14,957
Change+3,181 (+21%)
Value$2.6M (+$330.9K)
Filed 2026-10-29
Independent Solutions Wealth Management, LLC
INCREASED
Shares16,339 from 15,970
Change+369 (+2%)
Value$2.3M (-$78.8K)
Filed 2026-10-28
LPL Financial LLC
INCREASED
Shares15,546 from 15,302
Change+244 (+2%)
Value$2.2M (-$91.1K)
Filed 2026-11-06
Seizert Capital Partners, LLC
NEW
Shares14,510
Change+14,510
Value$2.1M
Filed 2026-10-30
Anchor Capital Advisors LLC
DECREASED
Shares14,273 from 15,028
Change-755 (-5%)
Value$2.0M (-$231.4K)
Filed 2026-11-05
Crestwood Advisors Group, LLC
UNCHANGED
Shares14,257 from 14,257
Change0 (0%)
Value$2.0M (-$117.3K)
Filed 2026-10-27
Oppenheimer Asset Management Inc.
DECREASED
Shares14,083 from 15,852
Change-1,769 (-11%)
Value$2.0M (-$382.9K)
Filed 2026-10-27
Illinois Municipal Retirement Fund
INCREASED
Shares13,429 from 12,427
Change+1,002 (+8%)
Value$1.9M (+$40.7K)
Filed 2026-11-05
Trust Co of Toledo NA
UNCHANGED
Shares13,203 from 13,203
Change0 (0%)
Value$1.9M (-$108.7K)
Filed 2026-10-16
Fifth Third Bancorp
DECREASED
Shares12,904 from 13,436
Change-532 (-4%)
Value$1.8M (-$186.4K)
Filed 2026-11-05
B. Metzler seel. Sohn & Co. AG
DECREASED
Shares12,098 from 13,430
Change-1,332 (-10%)
Value$1.7M (-$300.6K)
Filed 2026-10-30
Strs Ohio
INCREASED
Shares11,900 from 8,800
Change+3,100 (+35%)
Value$1.7M (+$370.0K)
Filed 2026-10-30
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares11,294 from 11,554
Change-260 (-2%)
Value$1.6K (-$1.7M)
Filed 2026-11-02
Truist Financial Corp
INCREASED
Shares11,236 from 8,669
Change+2,567 (+30%)
Value$1.6M (+$295.0K)
Filed 2026-10-30
Louisiana State Employees Retirement System
DECREASED
Shares10,900 from 11,300
Change-400 (-4%)
Value$1.6M (-$150.1K)
Filed 2026-10-20
New York State Teachers Retirement System
DECREASED
Shares10,757 from 10,967
Change-210 (-2%)
Value$1.5K (-$1.7M)
Filed 2026-10-22
Virginia Retirement Systems ET Al
INCREASED
Shares9,400 from 1,500
Change+7,900 (+527%)
Value$1.3M (+$1.1M)
Filed 2026-10-28
Gibbs Wealth Management
INCREASED
Shares9,246 from 8,663
Change+583 (+7%)
Value$1.3M (+$11.9K)
Filed 2026-10-22
State of Alaska, Department of Revenue
DECREASED
Shares8,809 from 13,138
Change-4,329 (-33%)
Value$1.3K (-$2.0M)
Filed 2026-10-15
State of New Jersey Common Pension Fund D
DECREASED
Shares8,435 from 10,397
Change-1,962 (-19%)
Value$1.2M (-$365.6K)
Filed 2026-11-05
Russell Investments Group, Ltd.
INCREASED
Shares7,427 from 7,347
Change+80 (+1%)
Value$1.1M (-$49.0K)
Filed 2026-11-06
Portside Wealth Group, LLC
INCREASED
Shares6,818 from 6,742
Change+76 (+1%)
Value$973.0K (-$44.6K)
Filed 2026-10-20
Arizona State Retirement System
INCREASED
Shares6,730 from 6,170
Change+560 (+9%)
Value$960.4K (+$29.1K)
Filed 2026-11-03
Yousif Capital Management, LLC
DECREASED
Shares6,698 from 6,706
Change-8 (0%)
Value$955.9K (-$56.3K)
Filed 2026-10-22
Amalgamated Bank
DECREASED
Shares6,602 from 6,904
Change-302 (-4%)
Value$942 (-$1.0M)
Filed 2026-10-23
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED
Shares6,023 from 6,124
Change-101 (-2%)
Value$859.5K (-$64.8K)
Filed 2026-11-03
Oregon Public Employees Retirement Fund
DECREASED
Shares5,734 from 5,863
Change-129 (-2%)
Value$818.3K (-$66.7K)
Filed 2026-10-30
Atria Investments, Inc
INCREASED
Shares5,680 from 4,044
Change+1,636 (+40%)
Value$810.5K (+$200.1K)
Filed 2026-10-15
Maryland State Retirement & Pension System
INCREASED
Shares5,677 from 3,760
Change+1,917 (+51%)
Value$810.2K (+$242.6K)
Filed 2026-11-05
Diversified Trust Co
DECREASED
Shares5,539 from 5,686
Change-147 (-3%)
Value$790.5K (-$67.8K)
Filed 2026-11-06
Grey Ledge Advisors, LLC
UNCHANGED
Shares5,363 from 5,363
Change0 (0%)
Value$765.4K (-$44.1K)
Filed 2026-11-02
First Bank & Trust
INCREASED
Shares4,770 from 4,752
Change+18 (+0%)
Value$680.7K (-$36.5K)
Filed 2026-10-19
Smith Group Asset Management, LLC
NEW
Shares4,678
Change+4,678
Value$667.6K
Filed 2026-10-27
Nisa Investment Advisors, LLC
INCREASED
Shares4,483 from 4,480
Change+3 (+0%)
Value$639.8K (-$36.4K)
Filed 2026-10-20
Commonwealth Equity Services, LLC
DECREASED
Shares4,467 from 5,890
Change-1,423 (-24%)
Value$637.5K (-$251.5K)
Filed 2026-11-02
Guardian Investment Management
INCREASED
Shares4,270 from 4,267
Change+3 (+0%)
Value$609.4K (-$34.6K)
Filed 2026-10-23
Y-Intercept (Hong Kong) Ltd
DECREASED
Shares4,010 from 15,567
Change-11,557 (-74%)
Value$572.3K (-$1.8M)
Filed 2026-10-16
Pictet Asset Management Holding SA
UNCHANGED
Shares3,798 from 3,798
Change0 (0%)
Value$542.0K (-$31.3K)
Filed 2026-11-03
Concurrent Investment Advisors, LLC
DECREASED
Shares3,559 from 3,812
Change-253 (-7%)
Value$508.0K (-$67.4K)
Filed 2026-10-16
Principle Wealth Partners LLC
DECREASED
Shares3,494 from 3,514
Change-20 (-1%)
Value$498.7K (-$31.8K)
Filed 2026-11-02
ProShare Advisors LLC
DECREASED
Shares3,357 from 3,527
Change-170 (-5%)
Value$479.1K (-$53.3K)
Filed 2026-10-29
PNC Financial Services Group, Inc.
INCREASED
Shares3,289 from 2,172
Change+1,117 (+51%)
Value$469.4K (+$141.5K)
Filed 2026-11-06
Norden Group LLC
DECREASED
Shares3,204 from 3,607
Change-403 (-11%)
Value$457.2K (-$87.3K)
Filed 2026-10-20
Calamos Wealth Management LLC
DECREASED
Shares2,970 from 3,220
Change-250 (-8%)
Value$423.8K (-$62.2K)
Filed 2026-11-02
OP Asset Management Ltd
UNCHANGED
Shares2,954 from 2,954
Change0 (0%)
Value$421.6K (-$24.3K)
Filed 2026-11-05
Inspire Investing, LLC
INCREASED
Shares2,874 from 2,259
Change+615 (+27%)
Value$410.1K (+$69.2K)
Filed 2026-10-22
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares2,852 from 1,611
Change+1,241 (+77%)
Value$387.3K (+$134.5K)
Filed 2026-10-13
Vise Technologies, Inc.
INCREASED
Shares2,486 from 2,412
Change+74 (+3%)
Value$354.8K (-$9.3K)
Filed 2026-10-29
Amplius Wealth Advisors, LLC
INCREASED
Shares2,459 from 2,438
Change+21 (+1%)
Value$350.9K (-$17.1K)
Filed 2026-10-20
Alliance Wealth Advisors, LLC
DECREASED
Shares2,403 from 2,771
Change-368 (-13%)
Value$342.9K (-$75.3K)
Filed 2026-10-28
Evergreen Capital Management LLC
DECREASED
Shares2,344 from 2,355
Change-11 (0%)
Value$334.5K (-$21.0K)
Filed 2026-10-23
Xponance LLC
DECREASED
Shares2,340 from 2,427
Change-87 (-4%)
Value$333.9K (-$32.4K)
Filed 2026-11-03
Procyon Advisors, LLC
DECREASED
Shares2,322 from 4,129
Change-1,807 (-44%)
Value$331.4K (-$291.8K)
Filed 2026-10-21
Prospera Financial Services Inc
UNCHANGED
Shares2,062 from 2,062
Change0 (0%)
Value$308.7K (-$2.5K)
Filed 2026-11-04
Account Management LLC
UNCHANGED
Shares1,937 from 1,937
Change0 (0%)
Value$276.4K (-$15.9K)
Filed 2026-11-04
Old National Bancorp
INCREASED
Shares1,934 from 1,924
Change+10 (+1%)
Value$276.0K (-$14.4K)
Filed 2026-10-20
Linden Thomas Advisory Services, LLC
DECREASED
Shares1,858 from 1,892
Change-34 (-2%)
Value$265.2K (-$20.4K)
Filed 2026-10-19
Citizens Financial Group Inc
INCREASED
Shares1,791 from 1,785
Change+6 (+0%)
Value$255.6K (-$13.8K)
Filed 2026-10-23
Independent Financial Group, LLC
INCREASED
Shares1,757 from 1,690
Change+67 (+4%)
Value$250.7K (-$4.3K)
Filed 2026-10-13
Praxis Investment Management Inc
UNCHANGED
Shares1,721 from 1,721
Change0 (0%)
Value$246 (-$259.8K)
Filed 2026-11-03
Clear Harbor Asset Management, LLC
INCREASED
Shares1,697 from 1,667
Change+30 (+2%)
Value$242.2K (-$9.4K)
Filed 2026-11-05
Westover Capital Advisors, LLC
DECREASED
Shares1,688 from 1,738
Change-50 (-3%)
Value$240.9K (-$21.4K)
Filed 2026-10-26
Crossmark Global Holdings, Inc.
NEW
Shares1,651
Change+1,651
Value$235.6K
Filed 2026-10-21
Parallel Advisors, LLC
INCREASED
Shares1,622 from 1,611
Change+11 (+1%)
Value$231.5K (-$11.7K)
Filed 2026-11-03
SeaCrest Wealth Management, LLC
UNCHANGED
Shares1,611 from 1,611
Change0 (0%)
Value$229.9K (-$13.3K)
Filed 2026-10-21
Nykredit A/S
INCREASED
Shares1,590 from 1,387
Change+203 (+15%)
Value$226.9K (+$17.6K)
Filed 2026-11-06
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares1,581 from 1,581
Change0 (0%)
Value$225.6K (-$13.0K)
Filed 2026-11-03
D.A. Davidson & Co.
UNCHANGED
Shares1,552 from 1,552
Change0 (0%)
Value$221.5K (-$12.8K)
Filed 2026-10-28
Turtle Creek Wealth Advisors, LLC
DECREASED
Shares1,546 from 1,611
Change-65 (-4%)
Value$220.6K (-$22.1K)
Filed 2026-10-15
Balboa Wealth Partners
NEW
Shares1,523
Change+1,523
Value$217.3K
Filed 2026-10-20
Legacy Financial Group, Inc.
UNCHANGED
Shares1,491 from 1,491
Change0 (0%)
Value$212.8K (-$12.3K)
Filed 2026-10-21
Perigon Wealth Management, LLC
DECREASED
Shares1,483 from 1,484
Change-1 (0%)
Value$211.7K (-$12.4K)
Filed 2026-10-22
Farther Finance Advisors, LLC
DECREASED
Shares1,474 from 1,480
Change-6 (0%)
Value$210.4K (-$12.7K)
Filed 2026-10-08
Amundi
UNCHANGED
Shares1,462 from 1,462
Change0 (0%)
Value$208.6K (-$12.0K)
Filed 2026-11-06
Swiss Life Asset Management Ltd
INCREASED
Shares1,447 from 1,364
Change+83 (+6%)
Value$206.5K (+$620)
Filed 2026-11-03
US Bancorp \de\
INCREASED
Shares1,366 from 937
Change+429 (+46%)
Value$194.9K (+$53.5K)
Filed 2026-11-05
Signaturefd, LLC
INCREASED
Shares1,099 from 565
Change+534 (+95%)
Value$156.8K (+$71.6K)
Filed 2026-10-23
KBC Group NV
UNCHANGED
Shares918 from 918
Change0 (0%)
Value$131 (-$138.9K)
Filed 2026-10-22
Covestor Ltd
INCREASED
Shares740 from 650
Change+90 (+14%)
Value$106 (-$97.9K)
Filed 2026-10-30
Sterling Capital Management LLC
INCREASED
Shares659 from 270
Change+389 (+144%)
Value$94.0K (+$53.3K)
Filed 2026-10-22
GK Wealth Management LLC
NEW
Shares646
Change+646
Value$92.2K
Filed 2026-10-09
Gamma Investing LLC
INCREASED
Shares593 from 543
Change+50 (+9%)
Value$84.6K (+$2.7K)
Filed 2026-10-08
Allworth Financial LP
INCREASED
Shares540 from 299
Change+241 (+81%)
Value$81.5K (+$36.4K)
Filed 2026-11-06
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares502 from 458
Change+44 (+10%)
Value$71.6K (+$2.5K)
Filed 2026-10-27
State of Wyoming
DECREASED
Shares421 from 470
Change-49 (-10%)
Value$60.1K (-$10.9K)
Filed 2026-10-28
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares357 from 357
Change0 (0%)
Value$50.9K (-$2.9K)
Filed 2026-10-27
First Horizon Corp
DECREASED
Shares347 from 486
Change-139 (-29%)
Value$49.5K (-$23.8K)
Filed 2026-10-26
Salomon & Ludwin, LLC
UNCHANGED
Shares298 from 298
Change0 (0%)
Value$42.5K (-$3.9K)
Filed 2026-10-29
Versant Capital Management, Inc
INCREASED
Shares239 from 234
Change+5 (+2%)
Value$34.1K (-$1.2K)
Filed 2026-10-02
UMB Bank, n.a.
INCREASED
Shares221 from 186
Change+35 (+19%)
Value$31.5K (+$3.5K)
Filed 2026-11-06
Compass Financial Management LLC
UNCHANGED
Shares212 from 212
Change0 (0%)
Value$30.3K (-$6.0K)
Filed 2026-10-30
Eurizon Capital SGR S.p.A.
DECREASED
Shares194 from 300
Change-106 (-35%)
Value$28.1K (-$15.4K)
Filed 2026-11-06
V-Square Quantitative Management LLC
NEW
Shares170
Change+170
Value$24.3K
Filed 2026-10-15
Mitsubishi UFJ Asset Management Co., Ltd.
UNCHANGED
Shares162 from 162
Change0 (0%)
Value$23.1K (-$1.3K)
Filed 2026-11-05
SJS Investment Consulting Inc.
INCREASED
Shares160 from 157
Change+3 (+2%)
Value$22.8K (-$863)
Filed 2026-10-26
EverSource Wealth Advisors, LLC
INCREASED
Shares152 from 101
Change+51 (+51%)
Value$21.7K (+$6.4K)
Filed 2026-11-04
Pittenger & Anderson Inc
UNCHANGED
Shares140 from 140
Change0 (0%)
Value$20.0K (-$1.2K)
Filed 2026-11-02
Lanark Financial, Inc.
UNCHANGED
Shares123 from 123
Change0 (0%)
Value$17.6K (-$1.0K)
Filed 2026-10-26
Assetmark, Inc
INCREASED
Shares106 from 62
Change+44 (+71%)
Value$15.1K (+$5.8K)
Filed 2026-10-21
Birch Financial Group, LLC
NEW
Shares101
Change+101
Value$14.4K
Filed 2026-10-27
Costello Asset Management, Inc
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$14.3K (-$823)
Filed 2026-10-30
Key FInancial Inc
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$14.3K (-$823)
Filed 2026-11-02
Main Street Group, LTD
UNCHANGED
Shares94 from 94
Change0 (0%)
Value$13.4K (-$753)
Filed 2026-10-28
Simplex Trading, LLC
NEW
Shares88
Change+88
Value$12.6K
Filed 2026-11-04
Bare Financial Services, Inc
INCREASED
Shares81 from 60
Change+21 (+35%)
Value$11.6K (+$2.5K)
Filed 2026-11-04
Larson Financial Group LLC
UNCHANGED
Shares81 from 81
Change0 (0%)
Value$11.6K (-$666)
Filed 2026-11-05
Rossby Financial, LCC
DECREASED
Shares77 from 97
Change-20 (-21%)
Value$11.0K (-$3.7K)
Filed 2026-11-05
Mather Group, Llc.
UNCHANGED
Shares77 from 77
Change0 (0%)
Value$11.0K (-$633)
Filed 2026-10-14
Provenance Wealth Advisors, LLC
NEW
Shares75
Change+75
Value$10.7K
Filed 2026-10-30
Parkside Financial Bank & Trust
INCREASED
Shares75 from 51
Change+24 (+47%)
Value$10.7K (+$3.0K)
Filed 2026-10-27
Root Financial Partners, LLC
NEW
Shares73
Change+73
Value$10.4K
Filed 2026-10-21
Ascentis Wealth Management, LLC
NEW
Shares71
Change+71
Value$10.1K
Filed 2026-11-03
NBH Bank
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$10.0K (-$576)
Filed 2026-11-05
GHP Investment Advisors, Inc.
UNCHANGED
Shares64 from 64
Change0 (0%)
Value$9.1K (-$527)
Filed 2026-10-15
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares60 from 73
Change-13 (-18%)
Value$8.6K (-$2.5K)
Filed 2026-10-05
Private Wealth Management Group, LLC
INCREASED
Shares43 from 42
Change+1 (+2%)
Value$6.1K (-$342)
Filed 2026-10-19
Wolff Wiese Magana LLC
UNCHANGED
Shares41 from 41
Change0 (0%)
Value$5.9K (-$337)
Filed 2026-10-15
Silver Grove Financial Group, Inc.
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$5.7K (-$330)
Filed 2026-11-05
Zions Bancorporation, National Association
UNCHANGED
Shares39 from 39
Change0 (0%)
Value$5.6K (-$321)
Filed 2026-11-06
Laurel Wealth Advisors LLC
NEW
Shares37
Change+37
Value$5.3K
Filed 2026-10-27
Thompson Investment Management, Inc.
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$5.3K (-$305)
Filed 2026-10-14
IFP Advisors, Inc
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$5.0K (-$288)
Filed 2026-10-16
True Wealth Design, LLC
NEW
Shares34
Change+34
Value$4.9K
Filed 2026-10-13
Bell Investment Advisors, Inc
UNCHANGED
Shares34 from 34
Change0 (0%)
Value$4.9K (-$279)
Filed 2026-10-29
JFS Wealth Advisors, LLC
INCREASED
Shares33 from 32
Change+1 (+3%)
Value$4.7K (-$121)
Filed 2026-11-03
Clearstead Trust, LLC
NEW
Shares32
Change+32
Value$4.6K
Filed 2026-11-06
Concord Wealth Partners
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$4.6K (-$263)
Filed 2026-11-02
Compagnie Lombard Odier SCmA
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$4.3K (-$247)
Filed 2026-11-04
Evolution Wealth Management Inc.
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$3.6K (-$206)
Filed 2026-10-28
Godsey & Gibb, Inc
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$3.6K (-$206)
Filed 2026-10-14
Farmers & Merchants Investments Inc
INCREASED
Shares23 from 13
Change+10 (+77%)
Value$3.3K (+$1.3K)
Filed 2026-10-22
Financial Network Wealth Advisors LLC
DECREASED
Shares23 from 24
Change-1 (-4%)
Value$3.3K (-$338)
Filed 2026-10-28
Montag A & Associates Inc
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$3.1K (-$181)
Filed 2026-10-29
Owl Creek Wealth Partners LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$2.9K (-$164)
Filed 2026-10-20
Essential Partners LLC
NEW
Shares17
Change+17
Value$2.4K
Filed 2026-10-14
Meriwether Wealth & Planning, LLC
NEW
Shares16
Change+16
Value$2.3K
Filed 2026-10-13
Vima LLC
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$1.9K (-$107)
Filed 2026-10-23
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$1.9K (-$107)
Filed 2026-10-29
SBI Securities Co., Ltd.
DECREASED
Shares12 from 72
Change-60 (-83%)
Value$1.7K (-$9.2K)
Filed 2026-10-22
Fortitude Family Office, LLC
DECREASED
Shares11 from 13
Change-2 (-15%)
Value$1.6K (-$392)
Filed 2026-10-14
CoreCap Advisors, LLC
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$1.6K (-$90)
Filed 2026-10-08
Marquette Asset Management, LLC
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$1.6K (-$91)
Filed 2026-10-09
Physician Wealth Advisors, Inc.
NEW
Shares8
Change+8
Value$1.1K
Filed 2026-10-20
TD Private Client Wealth LLC
NEW
Shares8
Change+8
Value$1.1K
Filed 2026-10-28
Clearstead Advisors, LLC
INCREASED
Shares7 from 6
Change+1 (+17%)
Value$999 (+$93)
Filed 2026-11-06
Westside Investment Management, Inc.
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$999 (-$58)
Filed 2026-11-02
Cape Investment Advisory, Inc.
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$999 (-$58)
Filed 2026-10-13
Accordant Advisory Group Inc
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$999 (-$58)
Filed 2026-10-29
Atwood & Palmer Inc
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$999 (-$58)
Filed 2026-10-08
Creative Financial Designs Inc
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$856 (-$50)
Filed 2026-11-04
Manchester Capital Management LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$714 (-$41)
Filed 2026-10-22
Valley National Advisers Inc
NEW
Shares4
Change+4
Value$571
Filed 2026-10-23
Caitong International Asset Management Co., Ltd
DECREASED
Shares4 from 5
Change-1 (-20%)
Value$571 (-$184)
Filed 2026-10-29
Creative Capital Management Investments LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$571 (-$33)
Filed 2026-10-28
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$571 (-$33)
Filed 2026-11-02
DiNuzzo Private Wealth, Inc.
INCREASED
Shares3 from 2
Change+1 (+50%)
Value$429 (+$127)
Filed 2026-10-16
Bay Harbor Wealth Management, LLC
INCREASED
Shares3 from 2
Change+1 (+50%)
Value$428 (+$126)
Filed 2026-11-03
Gilpin Wealth Management, LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$429 (-$24)
Filed 2026-10-09
Brown, Lisle Ings, Inc.
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$428 (-$25)
Filed 2026-10-16
Financial Consulate, Inc
NEW
Shares2
Change+2
Value$286
Filed 2026-10-23
Compass Wealth Management LLC
NEW
Shares2
Change+2
Value$286
Filed 2026-10-22
Davis Capital Management
INCREASED
Shares2 from 1
Change+1 (+100%)
Value$285 (+$134)
Filed 2026-10-08
Proathlete Wealth Management LLC
NEW
Shares1
Change+1
Value$142
Filed 2026-10-15
Rothwell Investment Advisors, LLC
NEW
Shares1
Change+1
Value$160
Filed 2026-11-06
Hughes Financial Services, LLC
DECREASED
Shares1 from 6
Change-5 (-83%)
Value$152 (-$754)
Filed 2026-10-30
Trust Co of Vermont
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$143 (-$8)
Filed 2026-10-21
TFC Financial Management, Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$143 (-$8)
Filed 2026-10-26
American Capital Advisory, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$143 (-$8)
Filed 2026-10-28
Alps Advisors Inc
CLOSED
Shares0 from 15,195
Change-15,195 (-100%)
Value$0 (-$2.3M)
Filed 2026-11-03
Wesbanco Bank Inc
CLOSED
Shares0 from 11,736
Change-11,736 (-100%)
Value$0 (-$1.8M)
Filed 2026-11-04
Dana Investment Advisors, Inc.
CLOSED
Shares0 from 9,379
Change-9,379 (-100%)
Value$0 (-$1.4M)
Filed 2026-11-06
One Wealth Capital Management, LLC
CLOSED
Shares0 from 1,796
Change-1,796 (-100%)
Value$0 (-$271.1K)
Filed 2026-10-23
Claro Advisors Inc.
CLOSED
Shares0 from 1,487
Change-1,487 (-100%)
Value$0 (-$224.4K)
Filed 2026-11-02
Balefire, LLC
CLOSED
Shares0 from 1,460
Change-1,460 (-100%)
Value$0 (-$220.4K)
Filed 2026-10-09
Profund Advisors LLC
CLOSED
Shares0 from 1,426
Change-1,426 (-100%)
Value$0 (-$215.2K)
Filed 2026-10-29
Bayforest Capital Ltd
CLOSED
Shares0 from 915
Change-915 (-100%)
Value$0 (-$138.1K)
Filed 2026-11-03
International Assets Investment Management, LLC
CLOSED
Shares0 from 76
Change-76 (-100%)
Value$0 (-$11.9K)
Filed 2026-11-02
Gill Capital Partners, LLC
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$7.6K)
Filed 2026-10-13
Kingdom Financial Group Llc.
CLOSED
Shares0 from 29
Change-29 (-100%)
Value$0 (-$4.4K)
Filed 2026-11-04
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 18
Change-18 (-100%)
Value$0 (-$2.7K)
Filed 2026-11-06
MCF Advisors LLC
CLOSED
Shares0 from 7
Change-7 (-100%)
Value$0 (-$1.0K)
Filed 2026-10-28
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 7
Change-7 (-100%)
Value$0 (-$1.1K)
Filed 2026-11-04
TD Waterhouse Canada Inc.
CLOSED
Shares0 from 7
Change-7 (-100%)
Value$0 (-$1.1K)
Filed 2026-10-16
Cullen T Bankers, Inc.
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 (-$906)
Filed 2026-10-28
Smallwood Wealth Investment Management, LLC
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 (-$905)
Filed 2026-10-30
Spire Wealth Management
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$755)
Filed 2026-10-30
AdvisorNet Financial, Inc
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$755)
Filed 2026-10-15
Mascoma Wealth Management LLC
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 (-$453)
Filed 2026-10-23
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 (-$452)
Filed 2026-10-14
Evolution Advisers, Inc.
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 ($0)
Filed 2026-11-06
Navigoe, LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 ($0)
Filed 2026-11-04
Cornerstone Planning Group LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$164)
Filed 2026-10-16
BlackRock, Inc.
N/A
Shares— from 4,075,374
Change-4,075,374 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 1,370,798
Change-1,370,798 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 1,118,057
Change-1,118,057 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,057,881
Change-1,057,881 (-100%)
Value—
State Street Corp
N/A
Shares— from 1,053,770
Change-1,053,770 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 842,197
Change-842,197 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 614,734
Change-614,734 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 409,925
Change-409,925 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 393,747
Change-393,747 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 348,008
Change-348,008 (-100%)
Value—
Azora Capital LP
N/A
Shares— from 322,481
Change-322,481 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 301,732
Change-301,732 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 282,233
Change-282,233 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 277,001
Change-277,001 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 275,858
Change-275,858 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 216,633
Change-216,633 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 198,348
Change-198,348 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 194,401
Change-194,401 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 190,644
Change-190,644 (-100%)
Value—
Champlain Investment Partners, LLC
N/A
Shares— from 183,009
Change-183,009 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 180,160
Change-180,160 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 176,625
Change-176,625 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 157,151
Change-157,151 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 132,271
Change-132,271 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 130,859
Change-130,859 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 127,531
Change-127,531 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 125,000
Change-125,000 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 120,955
Change-120,955 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 119,193
Change-119,193 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 118,935
Change-118,935 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 101,163
Change-101,163 (-100%)
Value—
Prospect Capital Advisors, LLC
N/A
Shares— from 98,230
Change-98,230 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 92,148
Change-92,148 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 91,543
Change-91,543 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 88,728
Change-88,728 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 86,374
Change-86,374 (-100%)
Value—
Interval Partners, LP
N/A
Shares— from 76,506
Change-76,506 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 73,955
Change-73,955 (-100%)
Value—
UBS Group AG
N/A
Shares— from 72,715
Change-72,715 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 66,276
Change-66,276 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 62,198
Change-62,198 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 61,131
Change-61,131 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 58,788
Change-58,788 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 58,726
Change-58,726 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 58,304
Change-58,304 (-100%)
Value—
Grandeur Peak Global Advisors, LLC
N/A
Shares— from 57,926
Change-57,926 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 56,780
Change-56,780 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 53,252
Change-53,252 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 49,952
Change-49,952 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 44,960
Change-44,960 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 44,835
Change-44,835 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 42,461
Change-42,461 (-100%)
Value—
Harbor Advisors LLC
N/A
Shares— from 41,519
Change-41,519 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 39,588
Change-39,588 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 39,223
Change-39,223 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 36,091
Change-36,091 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 34,811
Change-34,811 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 33,410
Change-33,410 (-100%)
Value—
Emerald Investment Advisers, LLC
N/A
Shares— from 31,911
Change-31,911 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 30,598
Change-30,598 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 30,500
Change-30,500 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 27,912
Change-27,912 (-100%)
Value—
Susquehanna Fundamental Investments, LLC
N/A
Shares— from 27,623
Change-27,623 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 26,480
Change-26,480 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 25,677
Change-25,677 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 25,575
Change-25,575 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 25,058
Change-25,058 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 22,577
Change-22,577 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 21,364
Change-21,364 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 20,706
Change-20,706 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 19,553
Change-19,553 (-100%)
Value—
Odyssean, LLC
N/A
Shares— from 19,511
Change-19,511 (-100%)
Value—
Man Group plc
N/A
Shares— from 19,345
Change-19,345 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 18,593
Change-18,593 (-100%)
Value—
Rice Hall James & Associates, LLC
N/A
Shares— from 18,213
Change-18,213 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 18,203
Change-18,203 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 17,935
Change-17,935 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 17,478
Change-17,478 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 17,452
Change-17,452 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 16,922
Change-16,922 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 16,816
Change-16,816 (-100%)
Value—
SummitTX Capital, L.P.
N/A
Shares— from 16,815
Change-16,815 (-100%)
Value—
Kennedy Capital Management LLC
N/A
Shares— from 16,541
Change-16,541 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 16,141
Change-16,141 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 15,915
Change-15,915 (-100%)
Value—
Holocene Advisors, LP
N/A
Shares— from 14,736
Change-14,736 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 14,567
Change-14,567 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 14,399
Change-14,399 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 14,332
Change-14,332 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 14,210
Change-14,210 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 13,880
Change-13,880 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 13,461
Change-13,461 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 13,449
Change-13,449 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 13,162
Change-13,162 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 13,110
Change-13,110 (-100%)
Value—
Beacon Harbor Wealth Advisors, Inc.
N/A
Shares— from 12,976
Change-12,976 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 12,433
Change-12,433 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 11,344
Change-11,344 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 10,112
Change-10,112 (-100%)
Value—
Shay Capital LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Entropy Technologies, LP
N/A
Shares— from 9,446
Change-9,446 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 9,438
Change-9,438 (-100%)
Value—
Handelsbanken Fonder AB
N/A
Shares— from 8,800
Change-8,800 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 8,798
Change-8,798 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 8,678
Change-8,678 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 8,412
Change-8,412 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 8,314
Change-8,314 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 8,148
Change-8,148 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 8,087
Change-8,087 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 7,908
Change-7,908 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 7,266
Change-7,266 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 6,781
Change-6,781 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 6,262
Change-6,262 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 6,063
Change-6,063 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 6,020
Change-6,020 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 6,007
Change-6,007 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 5,934
Change-5,934 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 5,618
Change-5,618 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 5,412
Change-5,412 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 5,391
Change-5,391 (-100%)
Value—
Fieldview Capital Management, LLC
N/A
Shares— from 5,243
Change-5,243 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 5,162
Change-5,162 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 5,100
Change-5,100 (-100%)
Value—
Dean Investment Associates, LLC
N/A
Shares— from 4,865
Change-4,865 (-100%)
Value—
Numerai GP LLC
N/A
Shares— from 4,736
Change-4,736 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 4,660
Change-4,660 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 4,651
Change-4,651 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 4,370
Change-4,370 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 3,969
Change-3,969 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 3,389
Change-3,389 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 3,285
Change-3,285 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 3,184
Change-3,184 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 3,174
Change-3,174 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 3,133
Change-3,133 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 3,073
Change-3,073 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 3,038
Change-3,038 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 3,036
Change-3,036 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 2,993
Change-2,993 (-100%)
Value—
AXQ Capital, LP
N/A
Shares— from 2,941
Change-2,941 (-100%)
Value—
Cinctive Capital Management LP
N/A
Shares— from 2,910
Change-2,910 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 2,865
Change-2,865 (-100%)
Value—
Aviva PLC
N/A
Shares— from 2,855
Change-2,855 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 2,730
Change-2,730 (-100%)
Value—
United Bank
N/A
Shares— from 2,675
Change-2,675 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 2,641
Change-2,641 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 2,564
Change-2,564 (-100%)
Value—
denkapparat Operations GmbH
N/A
Shares— from 2,468
Change-2,468 (-100%)
Value—
Legato Capital Management LLC
N/A
Shares— from 2,449
Change-2,449 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 2,392
Change-2,392 (-100%)
Value—
Mirabella Financial Services LLP
N/A
Shares— from 2,363
Change-2,363 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 2,288
Change-2,288 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 2,278
Change-2,278 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 2,236
Change-2,236 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 2,196
Change-2,196 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 1,926
Change-1,926 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 1,900
Change-1,900 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 1,896
Change-1,896 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,846
Change-1,846 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 1,828
Change-1,828 (-100%)
Value—
Frontier Capital Management Co LLC
N/A
Shares— from 1,814
Change-1,814 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 1,742
Change-1,742 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 1,733
Change-1,733 (-100%)
Value—
Armistice Capital, LLC
N/A
Shares— from 1,656
Change-1,656 (-100%)
Value—
&partners
N/A
Shares— from 1,643
Change-1,643 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 1,541
Change-1,541 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 1,413
Change-1,413 (-100%)
Value—
Diametric Capital, LP
N/A
Shares— from 1,374
Change-1,374 (-100%)
Value—
Caxton Associates LLP
N/A
Shares— from 1,351
Change-1,351 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 1,280
Change-1,280 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 1,243
Change-1,243 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 1,132
Change-1,132 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 904
Change-904 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 866
Change-866 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 843
Change-843 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 664
Change-664 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 559
Change-559 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 376
Change-376 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 375
Change-375 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 191
Change-191 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 185
Change-185 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 184
Change-184 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 177
Change-177 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 169
Change-169 (-100%)
Value—
Graticule Asia Macro Advisors LLC
N/A
Shares— from 167
Change-167 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 160
Change-160 (-100%)
Value—
Harvest Fund Management Co., Ltd
N/A
Shares— from 122
Change-122 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 105
Change-105 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 99
Change-99 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 96
Change-96 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 90
Change-90 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 78
Change-78 (-100%)
Value—
Persistent Asset Partners Ltd
N/A
Shares— from 78
Change-78 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 64
Change-64 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 64
Change-64 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 62
Change-62 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 60
Change-60 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 59
Change-59 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 58
Change-58 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 52
Change-52 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 48
Change-48 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 46
Change-46 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 45
Change-45 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 41
Change-41 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 37
Change-37 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 37
Change-37 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 35
Change-35 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 25
Change-25 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 22
Change-22 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 18
Change-18 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 16
Change-16 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 14
Change-14 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 9
Change-9 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 5
Change-5 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 4
Change-4 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 2
Change-2 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 0
Change0
Value—
Status
Wasatch Advisors LP
DECREASED1,352,8091,478,222-125,413-8%$223.1M$193.1M-$30.1M2026-10-13
Geode Capital Management, LLC
INCREASED800,953792,294+8,659+1%$119.6M$114.3M-$5.3M2026-11-06
Congress Asset Management Co
INCREASED728,580723,474+5,106+1%$109.2M$104.0M-$5.2M2026-10-06
Dimensional Fund Advisors LP
INCREASED421,905406,349+15,556+4%$61.3M$60.2M-$1.1M2026-11-04
Thrivent Financial for Lutherans
INCREASED331,49016,958+314,532+1855%$2.6M$47.3K-$2.5M2026-11-05
Bank of New York Mellon Corp
DECREASED185,326188,135-2,809-1%$28.4M$26.4M-$1.9M2026-11-05
Principal Financial Group Inc
DECREASED122,988202,842-79,854-39%$30.6M$17.6M-$13.1M2026-11-02
Aberdeen Group plc
DECREASED102,193138,593-36,400-26%$20.9M$6.6M-$14.3M2026-11-06
TimesSquare Capital Management, LLC
DECREASED91,832103,838-12,006-12%$15.7M$13.1M-$2.6M2026-11-03
Creative Planning
INCREASED77,73556,216+21,519+38%$8.5M$11.1M+$2.6M2026-11-02
Mutual of America Capital Management LLC
DECREASED64,14664,871-725-1%$9.8M$9.2M-$637.4K2026-10-23
Barclays PLC
INCREASED57,08640,115+16,971+42%$6.1M$8.1M+$2.1M2026-11-06
Citigroup Inc
DECREASED47,12368,565-21,442-31%$10.3M$6.7M-$3.6M2026-11-04
Kornitzer Capital Management Inc
DECREASED40,58541,275-690-2%$6.2M$5.8M-$438.2K2026-11-03
Quartz Partners, LLC
DECREASED32,42033,231-811-2%$5.0M$4.6M-$389.3K2026-11-03
Convergence Investment Partners, LLC
NEW30,782—+30,782——$4.4M—2026-10-28
Deutsche Bank Ag\
DECREASED25,58127,347-1,766-6%$4.1M$3.7M-$477.1K2026-11-06
Achmea Investment Management B.V.
NEW19,838—+19,838——$2.8M—2026-10-30
Diversify Advisory Services, LLC
INCREASED18,80515,424+3,381+22%$2.6M$2.6M-$44.0K2026-10-20
Diversify Wealth Management, LLC
INCREASED18,80515,424+3,381+22%$2.6M$2.6M-$44.0K2026-10-20
Bridge City Capital, LLC
INCREASED18,13814,957+3,181+21%$2.3M$2.6M+$330.9K2026-10-29
Independent Solutions Wealth Management, LLC
INCREASED16,33915,970+369+2%$2.4M$2.3M-$78.8K2026-10-28
LPL Financial LLC
INCREASED15,54615,302+244+2%$2.3M$2.2M-$91.1K2026-11-06
Seizert Capital Partners, LLC
NEW14,510—+14,510——$2.1M—2026-10-30
Anchor Capital Advisors LLC
DECREASED14,27315,028-755-5%$2.3M$2.0M-$231.4K2026-11-05
Crestwood Advisors Group, LLC
UNCHANGED14,25714,25700%$2.2M$2.0M-$117.3K2026-10-27
Oppenheimer Asset Management Inc.
DECREASED14,08315,852-1,769-11%$2.4M$2.0M-$382.9K2026-10-27
Illinois Municipal Retirement Fund
INCREASED13,42912,427+1,002+8%$1.9M$1.9M+$40.7K2026-11-05
Trust Co of Toledo NA
UNCHANGED13,20313,20300%$2.0M$1.9M-$108.7K2026-10-16
Fifth Third Bancorp
DECREASED12,90413,436-532-4%$2.0M$1.8M-$186.4K2026-11-05
B. Metzler seel. Sohn & Co. AG
DECREASED12,09813,430-1,332-10%$2.0M$1.7M-$300.6K2026-10-30
Strs Ohio
INCREASED11,9008,800+3,100+35%$1.3M$1.7M+$370.0K2026-10-30
Cambridge Investment Research Advisors, Inc.
DECREASED11,29411,554-260-2%$1.7M$1.6K-$1.7M2026-11-02
Truist Financial Corp
INCREASED11,2368,669+2,567+30%$1.3M$1.6M+$295.0K2026-10-30
Louisiana State Employees Retirement System
DECREASED10,90011,300-400-4%$1.7M$1.6M-$150.1K2026-10-20
New York State Teachers Retirement System
DECREASED10,75710,967-210-2%$1.7M$1.5K-$1.7M2026-10-22
Virginia Retirement Systems ET Al
INCREASED9,4001,500+7,900+527%$226.4K$1.3M+$1.1M2026-10-28
Gibbs Wealth Management
INCREASED9,2468,663+583+7%$1.3M$1.3M+$11.9K2026-10-22
State of Alaska, Department of Revenue
DECREASED8,80913,138-4,329-33%$2.0M$1.3K-$2.0M2026-10-15
State of New Jersey Common Pension Fund D
DECREASED8,43510,397-1,962-19%$1.6M$1.2M-$365.6K2026-11-05
Russell Investments Group, Ltd.
INCREASED7,4277,347+80+1%$1.1M$1.1M-$49.0K2026-11-06
Portside Wealth Group, LLC
INCREASED6,8186,742+76+1%$1.0M$973.0K-$44.6K2026-10-20
Arizona State Retirement System
INCREASED6,7306,170+560+9%$931.3K$960.4K+$29.1K2026-11-03
Yousif Capital Management, LLC
DECREASED6,6986,706-80%$1.0M$955.9K-$56.3K2026-10-22
Amalgamated Bank
DECREASED6,6026,904-302-4%$1.0M$942-$1.0M2026-10-23
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED6,0236,124-101-2%$924.4K$859.5K-$64.8K2026-11-03
Oregon Public Employees Retirement Fund
DECREASED5,7345,863-129-2%$885.0K$818.3K-$66.7K2026-10-30
Atria Investments, Inc
INCREASED5,6804,044+1,636+40%$610.4K$810.5K+$200.1K2026-10-15
Maryland State Retirement & Pension System
INCREASED5,6773,760+1,917+51%$567.5K$810.2K+$242.6K2026-11-05
Diversified Trust Co
DECREASED5,5395,686-147-3%$858.2K$790.5K-$67.8K2026-11-06
Grey Ledge Advisors, LLC
UNCHANGED5,3635,36300%$809.5K$765.4K-$44.1K2026-11-02
First Bank & Trust
INCREASED4,7704,752+18+0%$717.3K$680.7K-$36.5K2026-10-19
Smith Group Asset Management, LLC
NEW4,678—+4,678——$667.6K—2026-10-27
Nisa Investment Advisors, LLC
INCREASED4,4834,480+3+0%$676.2K$639.8K-$36.4K2026-10-20
Commonwealth Equity Services, LLC
DECREASED4,4675,890-1,423-24%$889.0K$637.5K-$251.5K2026-11-02
Guardian Investment Management
INCREASED4,2704,267+3+0%$644.0K$609.4K-$34.6K2026-10-23
Y-Intercept (Hong Kong) Ltd
DECREASED4,01015,567-11,557-74%$2.3M$572.3K-$1.8M2026-10-16
Pictet Asset Management Holding SA
UNCHANGED3,7983,79800%$573.3K$542.0K-$31.3K2026-11-03
Concurrent Investment Advisors, LLC
DECREASED3,5593,812-253-7%$575.3K$508.0K-$67.4K2026-10-16
Principle Wealth Partners LLC
DECREASED3,4943,514-20-1%$530.5K$498.7K-$31.8K2026-11-02
ProShare Advisors LLC
DECREASED3,3573,527-170-5%$532.4K$479.1K-$53.3K2026-10-29
PNC Financial Services Group, Inc.
INCREASED3,2892,172+1,117+51%$327.9K$469.4K+$141.5K2026-11-06
Norden Group LLC
DECREASED3,2043,607-403-11%$544.5K$457.2K-$87.3K2026-10-20
Calamos Wealth Management LLC
DECREASED2,9703,220-250-8%$486.0K$423.8K-$62.2K2026-11-02
OP Asset Management Ltd
UNCHANGED2,9542,95400%$445.9K$421.6K-$24.3K2026-11-05
Inspire Investing, LLC
INCREASED2,8742,259+615+27%$341.0K$410.1K+$69.2K2026-10-22
Wealth Enhancement Advisory Services, LLC
INCREASED2,8521,611+1,241+77%$252.8K$387.3K+$134.5K2026-10-13
Vise Technologies, Inc.
INCREASED2,4862,412+74+3%$364.1K$354.8K-$9.3K2026-10-29
Amplius Wealth Advisors, LLC
INCREASED2,4592,438+21+1%$368.0K$350.9K-$17.1K2026-10-20
Alliance Wealth Advisors, LLC
DECREASED2,4032,771-368-13%$418.3K$342.9K-$75.3K2026-10-28
Evergreen Capital Management LLC
DECREASED2,3442,355-110%$355.5K$334.5K-$21.0K2026-10-23
Xponance LLC
DECREASED2,3402,427-87-4%$366.3K$333.9K-$32.4K2026-11-03
Procyon Advisors, LLC
DECREASED2,3224,129-1,807-44%$623.2K$331.4K-$291.8K2026-10-21
Prospera Financial Services Inc
UNCHANGED2,0622,06200%$311.3K$308.7K-$2.5K2026-11-04
Account Management LLC
UNCHANGED1,9371,93700%$292.4K$276.4K-$15.9K2026-11-04
Old National Bancorp
INCREASED1,9341,924+10+1%$290.4K$276.0K-$14.4K2026-10-20
Linden Thomas Advisory Services, LLC
DECREASED1,8581,892-34-2%$285.6K$265.2K-$20.4K2026-10-19
Citizens Financial Group Inc
INCREASED1,7911,785+6+0%$269.4K$255.6K-$13.8K2026-10-23
Independent Financial Group, LLC
INCREASED1,7571,690+67+4%$255.1K$250.7K-$4.3K2026-10-13
Praxis Investment Management Inc
UNCHANGED1,7211,72100%$260.0K$246-$259.8K2026-11-03
Clear Harbor Asset Management, LLC
INCREASED1,6971,667+30+2%$251.6K$242.2K-$9.4K2026-11-05
Westover Capital Advisors, LLC
DECREASED1,6881,738-50-3%$262.3K$240.9K-$21.4K2026-10-26
Crossmark Global Holdings, Inc.
NEW1,651—+1,651——$235.6K—2026-10-21
Parallel Advisors, LLC
INCREASED1,6221,611+11+1%$243.2K$231.5K-$11.7K2026-11-03
SeaCrest Wealth Management, LLC
UNCHANGED1,6111,61100%$243.2K$229.9K-$13.3K2026-10-21
Nykredit A/S
INCREASED1,5901,387+203+15%$209.4K$226.9K+$17.6K2026-11-06
Ashton Thomas Private Wealth, LLC
UNCHANGED1,5811,58100%$238.6K$225.6K-$13.0K2026-11-03
D.A. Davidson & Co.
UNCHANGED1,5521,55200%$234.3K$221.5K-$12.8K2026-10-28
Turtle Creek Wealth Advisors, LLC
DECREASED1,5461,611-65-4%$242.8K$220.6K-$22.1K2026-10-15
Balboa Wealth Partners
NEW1,523—+1,523——$217.3K—2026-10-20
Legacy Financial Group, Inc.
UNCHANGED1,4911,49100%$225.1K$212.8K-$12.3K2026-10-21
Perigon Wealth Management, LLC
DECREASED1,4831,484-10%$224.1K$211.7K-$12.4K2026-10-22
Farther Finance Advisors, LLC
DECREASED1,4741,480-60%$223.0K$210.4K-$12.7K2026-10-08
Amundi
UNCHANGED1,4621,46200%$220.7K$208.6K-$12.0K2026-11-06
Swiss Life Asset Management Ltd
INCREASED1,4471,364+83+6%$205.9K$206.5K+$6202026-11-03
US Bancorp \de\
INCREASED1,366937+429+46%$141.4K$194.9K+$53.5K2026-11-05
Signaturefd, LLC
INCREASED1,099565+534+95%$85.3K$156.8K+$71.6K2026-10-23
KBC Group NV
UNCHANGED91891800%$139.0K$131-$138.9K2026-10-22
Covestor Ltd
INCREASED740650+90+14%$98.0K$106-$97.9K2026-10-30
Sterling Capital Management LLC
INCREASED659270+389+144%$40.8K$94.0K+$53.3K2026-10-22
GK Wealth Management LLC
NEW646—+646——$92.2K—2026-10-09
Gamma Investing LLC
INCREASED593543+50+9%$82.0K$84.6K+$2.7K2026-10-08
Allworth Financial LP
INCREASED540299+241+81%$45.1K$81.5K+$36.4K2026-11-06
Pinnacle Wealth Planning Services, Inc.
INCREASED502458+44+10%$69.1K$71.6K+$2.5K2026-10-27
State of Wyoming
DECREASED421470-49-10%$70.9K$60.1K-$10.9K2026-10-28
Cassaday & Co Wealth Management LLC
UNCHANGED35735700%$53.9K$50.9K-$2.9K2026-10-27
First Horizon Corp
DECREASED347486-139-29%$73.4K$49.5K-$23.8K2026-10-26
Salomon & Ludwin, LLC
UNCHANGED29829800%$46.5K$42.5K-$3.9K2026-10-29
Versant Capital Management, Inc
INCREASED239234+5+2%$35.3K$34.1K-$1.2K2026-10-02
UMB Bank, n.a.
INCREASED221186+35+19%$28.1K$31.5K+$3.5K2026-11-06
Compass Financial Management LLC
UNCHANGED21221200%$36.3K$30.3K-$6.0K2026-10-30
Eurizon Capital SGR S.p.A.
DECREASED194300-106-35%$43.5K$28.1K-$15.4K2026-11-06
V-Square Quantitative Management LLC
NEW170—+170——$24.3K—2026-10-15
Mitsubishi UFJ Asset Management Co., Ltd.
UNCHANGED16216200%$24.5K$23.1K-$1.3K2026-11-05
SJS Investment Consulting Inc.
INCREASED160157+3+2%$23.7K$22.8K-$8632026-10-26
EverSource Wealth Advisors, LLC
INCREASED152101+51+51%$15.2K$21.7K+$6.4K2026-11-04
Pittenger & Anderson Inc
UNCHANGED14014000%$21.1K$20.0K-$1.2K2026-11-02
Lanark Financial, Inc.
UNCHANGED12312300%$18.6K$17.6K-$1.0K2026-10-26
Assetmark, Inc
INCREASED10662+44+71%$9.4K$15.1K+$5.8K2026-10-21
Birch Financial Group, LLC
NEW101—+101——$14.4K—2026-10-27
Costello Asset Management, Inc
UNCHANGED10010000%$15.1K$14.3K-$8232026-10-30
Key FInancial Inc
UNCHANGED10010000%$15.1K$14.3K-$8232026-11-02
Main Street Group, LTD
UNCHANGED949400%$14.2K$13.4K-$7532026-10-28
Simplex Trading, LLC
NEW88—+88——$12.6K—2026-11-04
Bare Financial Services, Inc
INCREASED8160+21+35%$9.1K$11.6K+$2.5K2026-11-04
Larson Financial Group LLC
UNCHANGED818100%$12.2K$11.6K-$6662026-11-05
Rossby Financial, LCC
DECREASED7797-20-21%$14.6K$11.0K-$3.7K2026-11-05
Mather Group, Llc.
UNCHANGED777700%$11.6K$11.0K-$6332026-10-14
Provenance Wealth Advisors, LLC
NEW75—+75——$10.7K—2026-10-30
Parkside Financial Bank & Trust
INCREASED7551+24+47%$7.7K$10.7K+$3.0K2026-10-27
Root Financial Partners, LLC
NEW73—+73——$10.4K—2026-10-21
Ascentis Wealth Management, LLC
NEW71—+71——$10.1K—2026-11-03
NBH Bank
UNCHANGED707000%$10.6K$10.0K-$5762026-11-05
GHP Investment Advisors, Inc.
UNCHANGED646400%$9.7K$9.1K-$5272026-10-15
MassMutual Private Wealth & Trust, FSB
DECREASED6073-13-18%$11.0K$8.6K-$2.5K2026-10-05
Private Wealth Management Group, LLC
INCREASED4342+1+2%$6.4K$6.1K-$3422026-10-19
Wolff Wiese Magana LLC
UNCHANGED414100%$6.2K$5.9K-$3372026-10-15
Silver Grove Financial Group, Inc.
UNCHANGED404000%$6.0K$5.7K-$3302026-11-05
Zions Bancorporation, National Association
UNCHANGED393900%$5.9K$5.6K-$3212026-11-06
Laurel Wealth Advisors LLC
NEW37—+37——$5.3K—2026-10-27
Thompson Investment Management, Inc.
UNCHANGED373700%$5.6K$5.3K-$3052026-10-14
IFP Advisors, Inc
UNCHANGED353500%$5.3K$5.0K-$2882026-10-16
True Wealth Design, LLC
NEW34—+34——$4.9K—2026-10-13
Bell Investment Advisors, Inc
UNCHANGED343400%$5.1K$4.9K-$2792026-10-29
JFS Wealth Advisors, LLC
INCREASED3332+1+3%$4.8K$4.7K-$1212026-11-03
Clearstead Trust, LLC
NEW32—+32——$4.6K—2026-11-06
Concord Wealth Partners
UNCHANGED323200%$4.8K$4.6K-$2632026-11-02
Compagnie Lombard Odier SCmA
UNCHANGED303000%$4.5K$4.3K-$2472026-11-04
Evolution Wealth Management Inc.
UNCHANGED252500%$3.8K$3.6K-$2062026-10-28
Godsey & Gibb, Inc
UNCHANGED252500%$3.8K$3.6K-$2062026-10-14
Farmers & Merchants Investments Inc
INCREASED2313+10+77%$2.0K$3.3K+$1.3K2026-10-22
Financial Network Wealth Advisors LLC
DECREASED2324-1-4%$3.6K$3.3K-$3382026-10-28
Montag A & Associates Inc
UNCHANGED222200%$3.3K$3.1K-$1812026-10-29
Owl Creek Wealth Partners LLC
UNCHANGED202000%$3.0K$2.9K-$1642026-10-20
Essential Partners LLC
NEW17—+17——$2.4K—2026-10-14
Meriwether Wealth & Planning, LLC
NEW16—+16——$2.3K—2026-10-13
Vima LLC
UNCHANGED131300%$2.0K$1.9K-$1072026-10-23
Blue Bell Private Wealth Management, LLC
UNCHANGED131300%$2.0K$1.9K-$1072026-10-29
SBI Securities Co., Ltd.
DECREASED1272-60-83%$10.9K$1.7K-$9.2K2026-10-22
Fortitude Family Office, LLC
DECREASED1113-2-15%$2.0K$1.6K-$3922026-10-14
CoreCap Advisors, LLC
UNCHANGED111100%$1.7K$1.6K-$902026-10-08
Marquette Asset Management, LLC
UNCHANGED111100%$1.7K$1.6K-$912026-10-09
Physician Wealth Advisors, Inc.
NEW8—+8——$1.1K—2026-10-20
TD Private Client Wealth LLC
NEW8—+8——$1.1K—2026-10-28
Clearstead Advisors, LLC
INCREASED76+1+17%$906$999+$932026-11-06
Westside Investment Management, Inc.
UNCHANGED7700%$1.1K$999-$582026-11-02
Cape Investment Advisory, Inc.
UNCHANGED7700%$1.1K$999-$582026-10-13
Accordant Advisory Group Inc
UNCHANGED7700%$1.1K$999-$582026-10-29
Atwood & Palmer Inc
UNCHANGED7700%$1.1K$999-$582026-10-08
Creative Financial Designs Inc
UNCHANGED6600%$906$856-$502026-11-04
Manchester Capital Management LLC
UNCHANGED5500%$755$714-$412026-10-22
Valley National Advisers Inc
NEW4—+4——$571—2026-10-23
Caitong International Asset Management Co., Ltd
DECREASED45-1-20%$755$571-$1842026-10-29
Creative Capital Management Investments LLC
UNCHANGED4400%$604$571-$332026-10-28
Murphy & Mullick Capital Management Corp
UNCHANGED4400%$604$571-$332026-11-02
DiNuzzo Private Wealth, Inc.
INCREASED32+1+50%$302$429+$1272026-10-16
Bay Harbor Wealth Management, LLC
INCREASED32+1+50%$302$428+$1262026-11-03
Gilpin Wealth Management, LLC
UNCHANGED3300%$453$429-$242026-10-09
Brown, Lisle Ings, Inc.
UNCHANGED3300%$453$428-$252026-10-16
Financial Consulate, Inc
NEW2—+2——$286—2026-10-23
Compass Wealth Management LLC
NEW2—+2——$286—2026-10-22
Davis Capital Management
INCREASED21+1+100%$151$285+$1342026-10-08
Proathlete Wealth Management LLC
NEW1—+1——$142—2026-10-15
Rothwell Investment Advisors, LLC
NEW1—+1——$160—2026-11-06
Hughes Financial Services, LLC
DECREASED16-5-83%$906$152-$7542026-10-30
Trust Co of Vermont
UNCHANGED1100%$151$143-$82026-10-21
TFC Financial Management, Inc.
UNCHANGED1100%$151$143-$82026-10-26
American Capital Advisory, LLC
UNCHANGED1100%$151$143-$82026-10-28
Alps Advisors Inc
CLOSED015,195-15,195-100%$2.3M$0-$2.3M2026-11-03
Wesbanco Bank Inc
CLOSED011,736-11,736-100%$1.8M$0-$1.8M2026-11-04
Dana Investment Advisors, Inc.
CLOSED09,379-9,379-100%$1.4M$0-$1.4M2026-11-06
One Wealth Capital Management, LLC
CLOSED01,796-1,796-100%$271.1K$0-$271.1K2026-10-23
Claro Advisors Inc.
CLOSED01,487-1,487-100%$224.4K$0-$224.4K2026-11-02
Balefire, LLC
CLOSED01,460-1,460-100%$220.4K$0-$220.4K2026-10-09
Profund Advisors LLC
CLOSED01,426-1,426-100%$215.2K$0-$215.2K2026-10-29
Bayforest Capital Ltd
CLOSED0915-915-100%$138.1K$0-$138.1K2026-11-03
International Assets Investment Management, LLC
CLOSED076-76-100%$11.9K$0-$11.9K2026-11-02
Gill Capital Partners, LLC
CLOSED050-50-100%$7.6K$0-$7.6K2026-10-13
Kingdom Financial Group Llc.
CLOSED029-29-100%$4.4K$0-$4.4K2026-11-04
Institute for Wealth Management, Llc.
CLOSED018-18-100%$2.7K$0-$2.7K2026-11-06
MCF Advisors LLC
CLOSED07-7-100%$1.0K$0-$1.0K2026-10-28
Plante Moran Financial Advisors, LLC
CLOSED07-7-100%$1.1K$0-$1.1K2026-11-04
TD Waterhouse Canada Inc.
CLOSED07-7-100%$1.1K$0-$1.1K2026-10-16
Cullen T Bankers, Inc.
CLOSED06-6-100%$906$0-$9062026-10-28
Smallwood Wealth Investment Management, LLC
CLOSED06-6-100%$905$0-$9052026-10-30
Spire Wealth Management
CLOSED05-5-100%$755$0-$7552026-10-30
AdvisorNet Financial, Inc
CLOSED05-5-100%$755$0-$7552026-10-15
Mascoma Wealth Management LLC
CLOSED03-3-100%$453$0-$4532026-10-23
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED03-3-100%$452$0-$4522026-10-14
Evolution Advisers, Inc.
CLOSED02-2-100%$0$0$02026-11-06
Navigoe, LLC
CLOSED01-1-100%$0$0$02026-11-04
Cornerstone Planning Group LLC
CLOSED01-1-100%$164$0-$1642026-10-16
BlackRock, Inc.
N/A—4,075,374-4,075,374-100%$615.1M———
Vanguard Portfolio Management LLC
N/A—1,370,798-1,370,798-100%$206.9M———
Vanguard Capital Management LLC
N/A—1,118,057-1,118,057-100%$168.8M———
FMR LLC
N/A—1,057,881-1,057,881-100%$159.7M———
State Street Corp
N/A—1,053,770-1,053,770-100%$159.0M———
Alliancebernstein L.P.
N/A—842,197-842,197-100%$117.7M———
Morgan Stanley
N/A—614,734-614,734-100%$92.8M———
Raymond James Financial Inc
N/A—409,925-409,925-100%$61.9M———
Clearbridge Investments, LLC
N/A—393,747-393,747-100%$59.4M———
Goldman Sachs Group Inc
N/A—348,008-348,008-100%$52.5M———
Azora Capital LP
N/A—322,481-322,481-100%$48.7M———
Northern Trust Corp
N/A—301,732-301,732-100%$45.5M———
Bank of America Corp
N/A—282,233-282,233-100%$42.6M———
Charles Schwab Investment Management Inc
N/A—277,001-277,001-100%$41.8M———
Loomis Sayles & Co L P
N/A—275,858-275,858-100%$41.6M———
Point72 Asset Management, L.P.
N/A—216,633-216,633-100%$32.7M———
BNP Paribas Asset Management Holding S.A.
N/A—198,348-198,348-100%$29.9M———
Massachusetts Financial Services Co
N/A—194,401-194,401-100%$29.3M———
Jupiter Topco LLC
N/A—190,644-190,644-100%$28.8M———
Champlain Investment Partners, LLC
N/A—183,009-183,009-100%$27.6M———
Wellington Management Group LLP
N/A—180,160-180,160-100%$27.2M———
Vanguard Fiduciary Trust Co
N/A—176,625-176,625-100%$26.7M———
Squarepoint Ops LLC
N/A—157,151-157,151-100%$23.7M———
SEI Investments Co
N/A—132,271-132,271-100%$20.0M———
Rockefeller Capital Management L.P.
N/A—130,859-130,859-100%$19.8M———
BNP Paribas Financial Markets
N/A—127,531-127,531-100%$19.2M———
Renaissance Technologies LLC
N/A—125,000-125,000-100%$18.9M———
Woodline Partners LP
N/A—120,955-120,955-100%$18.3M———
Tidal Investments LLC
N/A—119,193-119,193-100%$18.0M———
Citadel Advisors LLC
N/A—118,935-118,935-100%$18.0M———
Marshall Wace, LLP
N/A—101,163-101,163-100%$15.3M———
Prospect Capital Advisors, LLC
N/A—98,230-98,230-100%$14.8M———
Wells Fargo & Company
N/A—92,148-92,148-100%$13.9M———
Invesco Ltd.
N/A—91,543-91,543-100%$13.8M———
Public Sector Pension Investment Board
N/A—88,728-88,728-100%$13.4M———
Osaic Holdings, Inc.
N/A—86,374-86,374-100%$13.0M———
Interval Partners, LP
N/A—76,506-76,506-100%$11.5M———
Envestnet Asset Management Inc
N/A—73,955-73,955-100%$11.2M———
UBS Group AG
N/A—72,715-72,715-100%$11.0M———
Flputnam Investment Management Co
N/A—66,276-66,276-100%$10.0M———
Captrust Financial Advisors
N/A—62,198-62,198-100%$9.4M———
GW&K Investment Management, LLC
N/A—61,131-61,131-100%$9.2M———
Rhumbline Advisers
N/A—58,788-58,788-100%$8.9M———
Advisors Capital Management, LLC
N/A—58,726-58,726-100%$8.9M———
Legal & General Group Plc
N/A—58,304-58,304-100%$8.8M———
Grandeur Peak Global Advisors, LLC
N/A—57,926-57,926-100%$8.7M———
Nuveen, LLC
N/A—56,780-56,780-100%$8.6M———
UBS Asset Management Americas LLC
N/A—53,252-53,252-100%$8.0M———
Ameriprise Financial Inc
N/A—49,952-49,952-100%$7.5M———
Trexquant Investment LP
N/A—44,960-44,960-100%$6.8M———
Swiss National Bank
N/A—44,835-44,835-100%$6.8M———
Arrowstreet Capital, Limited Partnership
N/A—42,461-42,461-100%$6.4M———
Harbor Advisors LLC
N/A—41,519-41,519-100%$6.3M———
Two Sigma Investments, LP
N/A—39,588-39,588-100%$6.0M———
Teacher Retirement System of Texas
N/A—39,223-39,223-100%$5.9M———
Schroder Investment Management Group
N/A—36,091-36,091-100%$5.2M———
Asset Management Group, Inc.
N/A—34,811-34,811-100%$5.3M———
Price T Rowe Associates Inc
N/A—33,410-33,410-100%$5.0M———
Emerald Investment Advisers, LLC
N/A—31,911-31,911-100%$4.8M———
Victory Capital Management Inc
N/A—30,598-30,598-100%$4.6M———
Winton Group Ltd
N/A—30,500-30,500-100%$4.6M———
JPMorgan Chase & Co
N/A—27,912-27,912-100%$4.2M———
Susquehanna Fundamental Investments, LLC
N/A—27,623-27,623-100%$4.2M———
Prudential Financial Inc
N/A—26,480-26,480-100%$4.0M———
First Trust Advisors LP
N/A—25,677-25,677-100%$3.9M———
California State Teachers Retirement System
N/A—25,575-25,575-100%$3.9M———
Arkadios Wealth Advisors
N/A—25,058-25,058-100%$3.8M———
Voloridge Investment Management, LLC
N/A—22,577-22,577-100%$3.4M———
Canada Life Assurance Co
N/A—21,364-21,364-100%$3.2M———
Vanguard Asset Management, Ltd
N/A—20,706-20,706-100%$3.1M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—19,553-19,553-100%$3.0M———
Odyssean, LLC
N/A—19,511-19,511-100%$2.9M———
Man Group plc
N/A—19,345-19,345-100%$2.9M———
Quantinno Capital Management LP
N/A—18,593-18,593-100%$2.8M———
Rice Hall James & Associates, LLC
N/A—18,213-18,213-100%$2.7M———
Orion Porfolio Solutions, LLC
N/A—18,203-18,203-100%$2.7M———
Voleon Capital Management LP
N/A—17,935-17,935-100%$2.7M———
Cresset Asset Management, LLC
N/A—17,478-17,478-100%$2.6M———
Jane Street Group, LLC
N/A—17,452-17,452-100%$2.6M———
Stifel Financial Corp
N/A—16,922-16,922-100%$2.6M———
AQR Capital Management LLC
N/A—16,816-16,816-100%$2.5M———
SummitTX Capital, L.P.
N/A—16,815-16,815-100%$2.5M———
Kennedy Capital Management LLC
N/A—16,541-16,541-100%$2.5M———
Johnson Investment Counsel Inc
N/A—16,141-16,141-100%$2.4M———
Martingale Asset Management L P
N/A—15,915-15,915-100%$2.4M———
Holocene Advisors, LP
N/A—14,736-14,736-100%$2.2M———
MAI Capital Management
N/A—14,567-14,567-100%$2.2M———
Gotham Asset Management, LLC
N/A—14,399-14,399-100%$2.2M———
MetLife Investment Management, LLC
N/A—14,332-14,332-100%$2.2M———
American Century Companies Inc
N/A—14,210-14,210-100%$2.1M———
Quantbot Technologies LP
N/A—13,880-13,880-100%$2.1M———
Manufacturers Life Insurance Company, the
N/A—13,461-13,461-100%$2.0M———
New York State Common Retirement Fund
N/A—13,449-13,449-100%$2.0M———
SG Americas Securities, LLC
N/A—13,162-13,162-100%$2.0M———
XTX Topco Ltd
N/A—13,110-13,110-100%$2.0M———
Beacon Harbor Wealth Advisors, Inc.
N/A—12,976-12,976-100%$2.2M———
Summit Trail Advisors, LLC
N/A—12,433-12,433-100%$1.9M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—11,344-11,344-100%$1.7M———
Vanguard Global Advisers, LLC
N/A—10,112-10,112-100%$1.5M———
Shay Capital LLC
N/A—10,000-10,000-100%$1.5M———
Entropy Technologies, LP
N/A—9,446-9,446-100%$1.4M———
National Philanthropic Trust
N/A—9,438-9,438-100%$1.4M———
Handelsbanken Fonder AB
N/A—8,800-8,800-100%$1.3K———
Mitsubishi UFJ Trust & Banking Corp
N/A—8,798-8,798-100%$1.3M———
Aquatic Capital Management LLC
N/A—8,678-8,678-100%$1.3M———
Royal Bank of Canada
N/A—8,412-8,412-100%$1.3M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—8,314-8,314-100%$1.3M———
Schonfeld Strategic Advisors LLC
N/A—8,148-8,148-100%$1.2M———
Federation des caisses Desjardins du Quebec
N/A—8,087-8,087-100%$1.2M———
HSBC Holdings PLC
N/A—7,908-7,908-100%$1.2M———
Police & Firemen's Retirement System of New Jersey
N/A—7,266-7,266-100%$1.1M———
State Board of Administration of Florida Retirement System
N/A—6,781-6,781-100%$1.0M———
Cary Street Partners Financial LLC
N/A—6,262-6,262-100%$945.2K———
Glenmede Trust Co NA
N/A—6,063-6,063-100%$915.1K———
Teachers Retirement System of the State of Kentucky
N/A—6,020-6,020-100%$909.0K———
Franklin Resources Inc
N/A—6,007-6,007-100%$906.7K———
Vanguard Investments Australia, Ltd.
N/A—5,934-5,934-100%$895.7K———
Jones Financial Companies Lllp
N/A—5,618-5,618-100%$851.9K———
State of Tennessee, Department of Treasury
N/A—5,412-5,412-100%$816.9K———
HighTower Advisors, LLC
N/A—5,391-5,391-100%$813.7K———
Fieldview Capital Management, LLC
N/A—5,243-5,243-100%$791.4K———
Intech Investment Management LLC
N/A—5,162-5,162-100%$779.2K———
KLP Kapitalforvaltning AS
N/A—5,100-5,100-100%$769.8K———
Dean Investment Associates, LLC
N/A—4,865-4,865-100%$734.3K———
Numerai GP LLC
N/A—4,736-4,736-100%$714.9K———
Voya Investment Management LLC
N/A—4,660-4,660-100%$703.4K———
M&T Bank Corp
N/A—4,651-4,651-100%$701.9K———
Gamco Investors, Inc. ET AL
N/A—4,370-4,370-100%$659.6K———
D. E. Shaw & Co., Inc.
N/A—3,969-3,969-100%$599.1K———
MML Investors Services, LLC
N/A—3,389-3,389-100%$511.5K———
Engineers Gate Manager LP
N/A—3,285-3,285-100%$495.8K———
Vanguard Personalized Indexing Management, LLC
N/A—3,184-3,184-100%$480.6K———
Brevan Howard Capital Management LP
N/A—3,174-3,174-100%$479.1K———
Cetera Investment Advisers
N/A—3,133-3,133-100%$472.9K———
Advisory Services Network, LLC
N/A—3,073-3,073-100%$463.8K———
Intrust Bank NA
N/A—3,038-3,038-100%$458.6K———
Brown Brothers Harriman & Co
N/A—3,036-3,036-100%$458.3K———
State of Wisconsin Investment Board
N/A—2,993-2,993-100%$451.8K———
AXQ Capital, LP
N/A—2,941-2,941-100%$443.9K———
Cinctive Capital Management LP
N/A—2,910-2,910-100%$439.2K———
Fiduciary Trust Co
N/A—2,865-2,865-100%$432.4K———
Aviva PLC
N/A—2,855-2,855-100%$430.9K———
Envestnet Portfolio Solutions, Inc.
N/A—2,730-2,730-100%$412.1K———
United Bank
N/A—2,675-2,675-100%$403.8K———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—2,641-2,641-100%$398.6K———
Cerity Partners LLC
N/A—2,564-2,564-100%$387.2K———
denkapparat Operations GmbH
N/A—2,468-2,468-100%$372.5K———
Legato Capital Management LLC
N/A—2,449-2,449-100%$369.7K———
Pathstone Holdings, LLC
N/A—2,392-2,392-100%$361.1K———
Mirabella Financial Services LLP
N/A—2,363-2,363-100%$356.7K———
Roberts Glore & Co Inc
N/A—2,288-2,288-100%$345.4K———
Bank of Montreal
N/A—2,278-2,278-100%$343.8K———
Ameritas Investment Partners, Inc.
N/A—2,236-2,236-100%$337.5K———
Guggenheim Capital LLC
N/A—2,196-2,196-100%$331.5K———
Mercer Global Advisors Inc
N/A—1,926-1,926-100%$290.7K———
Park Place Capital Corp
N/A—1,900-1,900-100%$286.8K———
Vestcor Inc
N/A—1,896-1,896-100%$286.0K———
Global Retirement Partners, LLC
N/A—1,846-1,846-100%$278.6K———
Public Employees Retirement Association of Colorado
N/A—1,828-1,828-100%$276.0K———
Frontier Capital Management Co LLC
N/A—1,814-1,814-100%$273.8K———
Neuberger Berman Group LLC
N/A—1,742-1,742-100%$262.9K———
Susquehanna International Group, LLP
N/A—1,733-1,733-100%$261.6K———
Armistice Capital, LLC
N/A—1,656-1,656-100%$250.0K———
&partners
N/A—1,643-1,643-100%$248.0K———
Meeder Asset Management Inc
N/A—1,541-1,541-100%$232.6K———
CIBC Bancorp USA Inc.
N/A—1,413-1,413-100%$213.3K———
Diametric Capital, LP
N/A—1,374-1,374-100%$207.4K———
Caxton Associates LLP
N/A—1,351-1,351-100%$203.9K———
Ensign Peak Advisors, Inc
N/A—1,280-1,280-100%$193.2K———
Tower Research Capital LLC (TRC)
N/A—1,243-1,243-100%$187.6K———
New Age Alpha Advisors, LLC
N/A—1,132-1,132-100%$170.9K———
Hantz Financial Services, Inc.
N/A—904-904-100%$136.0K———
Smartleaf Asset Management LLC
N/A—866-866-100%$125.6K———
Federated Hermes, Inc.
N/A—843-843-100%$127.2K———
Huntington National Bank
N/A—664-664-100%$100.2K———
Osbon Capital Management LLC
N/A—559-559-100%$84.4K———
Optiver Holding B.V.
N/A—376-376-100%$56.8K———
ESL Trust Services, LLC
N/A—375-375-100%$56.6K———
Steward Partners Investment Advisory, LLC
N/A—191-191-100%$28.8K———
Arax Advisory Partners
N/A—185-185-100%$27.9K———
BFC Planning, Inc.
N/A—184-184-100%$27.8K———
Kemnay Advisory Services Inc.
N/A—177-177-100%$26.7K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—169-169-100%$25.5K———
Graticule Asia Macro Advisors LLC
N/A—167-167-100%$25.2K———
Public Employees Retirement System of Ohio
N/A—160-160-100%$24.2K———
Harvest Fund Management Co., Ltd
N/A—122-122-100%$18———
Ameritas Advisory Services, LLC
N/A—105-105-100%$15.8K———
Crewe Advisors LLC
N/A—99-99-100%$14.9K———
LOS Angeles Capital Management LLC
N/A—96-96-100%$14.5K———
Bessemer Group Inc
N/A—90-90-100%$3.0K———
Evelyn Partners Group Ltd
N/A—78-78-100%$11.8K———
Persistent Asset Partners Ltd
N/A—78-78-100%$11.8K———
Northwestern Mutual Wealth Management Co
N/A—64-64-100%$9.7K———
Kilter Group LLC
N/A—64-64-100%$9.7K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—62-62-100%$9.4K———
Rothschild Investment LLC
N/A—60-60-100%$9.1K———
Whittier Trust Co
N/A—59-59-100%$10.1K———
Allied Private Wealth LLC
N/A—58-58-100%$9.1K———
LRI Investments, LLC
N/A—52-52-100%$7.8K———
JTC Employer Solutions Trustee Ltd
N/A—48-48-100%$8———
CVA Family Office, LLC
N/A—46-46-100%$6.9K———
Keating Financial Advisory Services, Inc.
N/A—45-45-100%$6.8K———
WealthCollab, LLC
N/A—41-41-100%$6.2K———
Cary Street Partners Investment Advisory LLC
N/A—37-37-100%$5.6K———
Colonial Trust Advisors
N/A—37-37-100%$5.6K———
IFG Advisory, LLC
N/A—35-35-100%$5.3K———
Hollencrest Capital Management
N/A—25-25-100%$3.8K———
Anchor Investment Management, LLC
N/A—25-25-100%$3.8K———
Fiduciary Financial Advisors
N/A—22-22-100%$3.0K———
Boreal Capital Management LLC
N/A—20-20-100%$3.0K———
Geneos Wealth Management Inc.
N/A—18-18-100%$2.7K———
Transamerica Financial Advisors, LLC
N/A—16-16-100%$2.4K———
Harbour Investments, Inc.
N/A—14-14-100%$2.1K———
NewEdge Advisors, LLC
N/A—9-9-100%$1.4K———
BOK Financial Private Wealth, Inc.
N/A—9-9-100%$1.4K———
Millstone Evans Group, LLC
N/A—6-6-100%$906———
Capital Analysts, LLC
N/A—5-5-100%$1———
Darwin Wealth Management, LLC
N/A—5-5-100%$759———
Prestige Wealth Management Group LLC
N/A—5-5-100%$755———
Nova Wealth Management, Inc.
N/A—5-5-100%$755———
Coppell Advisory Solutions LLC
N/A—5-5-100%$248.3K———
SouthState Bank Corp
N/A—4-4-100%$604———
Walsh & Associates, LLC
N/A—4-4-100%$604———
HFM Investment Advisors, LLC
N/A—3-3-100%$453———
Ankerstar Wealth, LLC
N/A—2-2-100%$302———
SHP Wealth Management
N/A—2-2-100%$302———
Synergy Investment Management, LLC
N/A—2-2-100%$302———
Truvestments Capital LLC
N/A—2-2-100%$302———
TD Capital Management LLC
N/A—2-2-100%$302———
Rialto Wealth Management, LLC
N/A—2-2-100%$302———
Sachetta, LLC
N/A—2-2-100%$302———
Bogart Wealth, LLC
N/A—1-1-100%$151———
Bruce G. Allen Investments, LLC
N/A—00—$16———
Showing 445 of 445 institutions