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PNC Financial Services Group (PNC)

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
Shares9,712,219 from 9,519,144
Change+193,075 (+2%)
Value$2.1B (-$184.1M)
Filed 2026-11-06
Deutsche Bank Ag\
DECREASED
Shares3,906,552 from 4,281,492
Change-374,940 (-9%)
Value$868.3M (-$185.9M)
Filed 2026-11-06
Bank of New York Mellon Corp
DECREASED
Shares2,509,014 from 2,562,539
Change-53,525 (-2%)
Value$557.7M (-$73.3M)
Filed 2026-11-05
Amundi
INCREASED
Shares2,414,379 from 1,824,741
Change+589,638 (+32%)
Value$536.6M (+$87.3M)
Filed 2026-11-06
Dimensional Fund Advisors LP
INCREASED
Shares2,127,069 from 2,105,788
Change+21,281 (+1%)
Value$472.7M (-$45.8M)
Filed 2026-11-04
Bahl & Gaynor LLC
DECREASED
Shares1,845,058 from 1,854,557
Change-9,499 (-1%)
Value$410.1M (-$46.5M)
Filed 2026-11-05
PNC Financial Services Group, Inc.
INCREASED
Shares1,343,813 from 1,325,236
Change+18,577 (+1%)
Value$298.7M (-$27.6M)
Filed 2026-11-06
Truist Financial Corp
INCREASED
Shares1,326,155 from 1,291,446
Change+34,709 (+3%)
Value$294.8M (-$23.2M)
Filed 2026-10-30
Principal Financial Group Inc
DECREASED
Shares1,305,071 from 1,415,104
Change-110,033 (-8%)
Value$290.1M (-$58.4M)
Filed 2026-11-02
Assenagon Asset Management S.A.
INCREASED
Shares1,261,307 from 1,164,420
Change+96,887 (+8%)
Value$280.3M (-$6.4M)
Filed 2026-10-15
Provident Trust Co
DECREASED
Shares1,254,296 from 1,750,507
Change-496,211 (-28%)
Value$278.8M (-$152.2M)
Filed 2026-10-29
Alecta Tjanstepension Omsesidigt
DECREASED
Shares1,059,900 from 1,105,000
Change-45,100 (-4%)
Value$235.6M (-$36.3M)
Filed 2026-11-02
Citigroup Inc
INCREASED
Shares1,058,313 from 1,012,120
Change+46,193 (+5%)
Value$235.2M (-$14.0M)
Filed 2026-11-04
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares1,037,282 from 978,852
Change+58,430 (+6%)
Value$230.5M (-$10.5M)
Filed 2026-11-05
LPL Financial LLC
INCREASED
Shares990,491 from 968,289
Change+22,202 (+2%)
Value$220.1M (-$18.3M)
Filed 2026-11-06
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares816,033 from 900,026
Change-83,993 (-9%)
Value$181.4M (-$40.2M)
Filed 2026-10-29
Aberdeen Group plc
INCREASED
Shares806,300 from 332,155
Change+474,145 (+143%)
Value$46.0M (-$35.7M)
Filed 2026-11-06
Fifth Third Bancorp
DECREASED
Shares800,587 from 814,543
Change-13,956 (-2%)
Value$177.9M (-$22.6M)
Filed 2026-11-05
Barclays PLC
DECREASED
Shares732,398 from 1,044,455
Change-312,057 (-30%)
Value$162.8M (-$94.4M)
Filed 2026-11-06
Swedbank AB
INCREASED
Shares656,896 from 647,829
Change+9,067 (+1%)
Value$146.0M (-$13.5M)
Filed 2026-10-27
PFA Pension, Forsikringsaktieselskab
DECREASED
Shares500,798 from 527,691
Change-26,893 (-5%)
Value$111.3M (-$18.6M)
Filed 2026-11-06
Equity Investment Corp
DECREASED
Shares447,417 from 616,797
Change-169,380 (-27%)
Value$99.4M (-$52.4M)
Filed 2026-11-04
Vontobel Holding Ltd.
DECREASED
Shares446,575 from 512,384
Change-65,809 (-13%)
Value$99.3M (-$26.9M)
Filed 2026-10-16
Russell Investments Group, Ltd.
INCREASED
Shares360,055 from 294,109
Change+65,946 (+22%)
Value$79.9M (+$7.4M)
Filed 2026-11-06
Pictet Asset Management Holding SA
INCREASED
Shares360,047 from 263,771
Change+96,276 (+37%)
Value$80.0M (+$15.1M)
Filed 2026-11-03
Anchor Capital Advisors LLC
DECREASED
Shares288,580 from 311,660
Change-23,080 (-7%)
Value$64.1M (-$12.6M)
Filed 2026-11-05
Eurizon Capital SGR S.p.A.
DECREASED
Shares281,176 from 281,476
Change-300 (0%)
Value$62.5M (-$6.8M)
Filed 2026-11-06
New York State Teachers Retirement System
DECREASED
Shares279,018 from 286,274
Change-7,256 (-3%)
Value$62.0K (-$70.4M)
Filed 2026-10-22
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares276,755 from 291,021
Change-14,266 (-5%)
Value$58.7M (-$12.3M)
Filed 2026-10-13
Midwest Trust Co
INCREASED
Shares269,591 from 267,782
Change+1,809 (+1%)
Value$59.9M (-$6.0M)
Filed 2026-10-22
Guyasuta Investment Advisors Inc
INCREASED
Shares251,005 from 250,953
Change+52 (+0%)
Value$55.8M (-$6.0M)
Filed 2026-10-15
US Bancorp \de\
DECREASED
Shares246,041 from 248,630
Change-2,589 (-1%)
Value$54.7M (-$6.5M)
Filed 2026-11-05
Eastern Bank
INCREASED
Shares239,454 from 239,171
Change+283 (+0%)
Value$53.2M (-$5.7M)
Filed 2026-10-05
Allspring Global Investments Holdings, LLC
INCREASED
Shares236,691 from 179,200
Change+57,491 (+32%)
Value$52.2M (+$7.2M)
Filed 2026-11-04
Regions Financial Corp
DECREASED
Shares230,785 from 236,598
Change-5,813 (-2%)
Value$51.3M (-$7.0M)
Filed 2026-11-05
Argent Capital Management LLC
INCREASED
Shares220,633 from 195,932
Change+24,701 (+13%)
Value$49.0M (+$795.5K)
Filed 2026-10-05
CIBC Asset Management Inc
INCREASED
Shares215,370 from 147,471
Change+67,899 (+46%)
Value$47.9M (+$11.6M)
Filed 2026-11-05
Lido Advisors, LLC
DECREASED
Shares209,427 from 505,735
Change-296,308 (-59%)
Value$46.5M (-$78.0M)
Filed 2026-11-04
Virginia Retirement Systems ET Al
DECREASED
Shares205,200 from 214,800
Change-9,600 (-4%)
Value$45.6M (-$7.3M)
Filed 2026-10-28
Empire Life Investments Inc.
DECREASED
Shares196,159 from 198,395
Change-2,236 (-1%)
Value$43.6M (-$5.3M)
Filed 2026-11-06
Border to Coast Pensions Partnership Ltd
INCREASED
Shares194,737 from 176,776
Change+17,961 (+10%)
Value$43.2K (-$43.4M)
Filed 2026-10-09
Asset Management One Co., Ltd.
DECREASED
Shares191,695 from 192,759
Change-1,064 (-1%)
Value$42.6M (-$4.9M)
Filed 2026-10-27
Matrix Asset Advisors Inc
DECREASED
Shares173,623 from 188,868
Change-15,245 (-8%)
Value$38.6M (-$7.9M)
Filed 2026-10-13
SEB Asset Management AB
INCREASED
Shares172,806 from 169,586
Change+3,220 (+2%)
Value$38.4M (-$3.3M)
Filed 2026-11-04
Vest Financial, LLC
DECREASED
Shares167,948 from 223,072
Change-55,124 (-25%)
Value$37.3M (-$17.6M)
Filed 2026-10-21
Candriam S.C.A.
INCREASED
Shares167,042 from 167,031
Change+11 (+0%)
Value$37.3M (-$3.8M)
Filed 2026-11-03
Conning Inc.
DECREASED
Shares166,153 from 169,775
Change-3,622 (-2%)
Value$36.9M (-$4.9M)
Filed 2026-10-27
J. Safra Sarasin Holding AG
INCREASED
Shares164,454 from 148,772
Change+15,682 (+11%)
Value$35.0M (+$2.6M)
Filed 2026-10-26
Nisa Investment Advisors, LLC
INCREASED
Shares161,301 from 159,141
Change+2,160 (+1%)
Value$35.9M (-$3.3M)
Filed 2026-10-20
Creative Planning
INCREASED
Shares156,779 from 139,365
Change+17,414 (+13%)
Value$34.8M (+$531.4K)
Filed 2026-11-02
Commonwealth Equity Services, LLC
INCREASED
Shares153,250 from 152,886
Change+364 (+0%)
Value$34.1M (-$3.6M)
Filed 2026-11-02
Swiss Life Asset Management Ltd
INCREASED
Shares151,769 from 126,524
Change+25,245 (+20%)
Value$33.7M (+$2.6M)
Filed 2026-11-03
DekaBank Deutsche Girozentrale
INCREASED
Shares146,329 from 110,525
Change+35,804 (+32%)
Value$32.6K (+$10.0K)
Filed 2026-10-27
Cambiar Investors LLC
DECREASED
Shares144,656 from 229,884
Change-85,228 (-37%)
Value$32.2M (-$24.5M)
Filed 2026-11-04
Modera Wealth Management, LLC
DECREASED
Shares140,536 from 143,716
Change-3,180 (-2%)
Value$31.2M (-$4.2M)
Filed 2026-10-28
Kestra Advisory Services, LLC
INCREASED
Shares133,091 from 129,082
Change+4,009 (+3%)
Value$29.6M (-$2.2M)
Filed 2026-11-02
Deroy & Devereaux Private Investment Counsel Inc
INCREASED
Shares131,495 from 130,507
Change+988 (+1%)
Value$29.2K (-$32.1M)
Filed 2026-10-26
State of New Jersey Common Pension Fund D
UNCHANGED
Shares125,668 from 125,668
Change0 (0%)
Value$27.9M (-$3.0M)
Filed 2026-11-05
AMG National Trust Bank
DECREASED
Shares122,931 from 124,106
Change-1,175 (-1%)
Value$27.3M (-$3.2M)
Filed 2026-11-05
Nykredit A/S
INCREASED
Shares122,793 from 119,380
Change+3,413 (+3%)
Value$27.3M (-$2.1M)
Filed 2026-11-06
Godsey & Gibb, Inc
DECREASED
Shares119,296 from 119,333
Change-37 (0%)
Value$26.5M (-$2.9M)
Filed 2026-10-14
KBC Group NV
INCREASED
Shares119,004 from 79,759
Change+39,245 (+49%)
Value$26.5K (-$19.6M)
Filed 2026-10-22
Mn Services Vermogensbeheer B.V.
INCREASED
Shares118,434 from 117,134
Change+1,300 (+1%)
Value$26.3K (-$28.8M)
Filed 2026-10-08
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares118,177 from 96,279
Change+21,898 (+23%)
Value$26.3M (+$2.6M)
Filed 2026-11-03
Czech National Bank
INCREASED
Shares114,626 from 114,301
Change+325 (+0%)
Value$25.5M (-$2.7M)
Filed 2026-10-13
Arizona State Retirement System
DECREASED
Shares110,843 from 111,547
Change-704 (-1%)
Value$24.6M (-$2.8M)
Filed 2026-11-03
State of Michigan Retirement System
DECREASED
Shares107,556 from 110,156
Change-2,600 (-2%)
Value$23.9M (-$3.2M)
Filed 2026-10-27
MacKenzie Financial Corp
INCREASED
Shares106,801 from 93,413
Change+13,388 (+14%)
Value$23.7M (+$737.4K)
Filed 2026-11-02
Factory Mutual Insurance Co
DECREASED
Shares106,100 from 106,500
Change-400 (0%)
Value$23.6M (-$2.6M)
Filed 2026-10-30
Arbejdsmarkedets Tillaegspension
INCREASED
Shares104,300 from 38,600
Change+65,700 (+170%)
Value$23.2M (+$13.7M)
Filed 2026-10-30
IFM Investors Pty Ltd
INCREASED
Shares103,155 from 99,047
Change+4,108 (+4%)
Value$22.9M (-$1.5M)
Filed 2026-10-14
Certuity, LLC
INCREASED
Shares102,494 from 102,285
Change+209 (+0%)
Value$22.8M (-$2.4M)
Filed 2026-11-02
Natixis
INCREASED
Shares98,336 from 9,654
Change+88,682 (+919%)
Value$21.9M (+$19.5M)
Filed 2026-11-06
JB Capital LLC
DECREASED
Shares97,105 from 98,239
Change-1,134 (-1%)
Value$21.6M (-$2.6M)
Filed 2026-10-19
PBU - The Pension Fund of Early Childhood & Youth Educators
DECREASED
Shares96,611 from 98,970
Change-2,359 (-2%)
Value$21.5M (-$2.9M)
Filed 2026-11-06
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED
Shares92,307 from 98,933
Change-6,626 (-7%)
Value$20.5M (-$3.8M)
Filed 2026-10-15
Ethic Inc.
DECREASED
Shares92,134 from 92,712
Change-578 (-1%)
Value$20.5M (-$2.3M)
Filed 2026-11-03
Eagle Global Advisors LLC
DECREASED
Shares91,482 from 91,589
Change-107 (0%)
Value$20.3M (-$2.2M)
Filed 2026-11-02
PensionDanmark Pensionsforsikringsaktieselskab
INCREASED
Shares90,381 from 82,441
Change+7,940 (+10%)
Value$20.1M (-$210.5K)
Filed 2026-10-19
Richard C. Young & Co., Ltd.
DECREASED
Shares90,138 from 91,024
Change-886 (-1%)
Value$20.0M (-$2.4M)
Filed 2026-11-04
Daymark Wealth Partners, LLC
DECREASED
Shares89,778 from 90,183
Change-405 (0%)
Value$20.0M (-$2.3M)
Filed 2026-11-04
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED
Shares88,140 from 88,695
Change-555 (-1%)
Value$19.6M (-$2.2M)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares86,532 from 86,719
Change-187 (0%)
Value$19.2K (-$21.3M)
Filed 2026-11-02
Robeco Institutional Asset Management B.V.
INCREASED
Shares84,900 from 55,781
Change+29,119 (+52%)
Value$18.9M (+$5.1M)
Filed 2026-10-20
ProShare Advisors LLC
DECREASED
Shares84,650 from 88,561
Change-3,911 (-4%)
Value$18.8M (-$3.0M)
Filed 2026-10-29
JGP Wealth Management, LLC
DECREASED
Shares84,096 from 84,568
Change-472 (-1%)
Value$18.7M (-$2.1M)
Filed 2026-10-13
Retirement Systems of Alabama
DECREASED
Shares83,662 from 84,360
Change-698 (-1%)
Value$18.6M (-$2.2M)
Filed 2026-11-04
Smith Salley Wealth Management
INCREASED
Shares83,066 from 80,906
Change+2,160 (+3%)
Value$18.5M (-$1.5M)
Filed 2026-11-03
D.A. Davidson & Co.
DECREASED
Shares79,892 from 80,246
Change-354 (0%)
Value$17.8M (-$2.0M)
Filed 2026-10-28
Park National Corp
INCREASED
Shares79,885 from 71,607
Change+8,278 (+12%)
Value$17.8M (+$124.2K)
Filed 2026-10-05
Thrivent Financial for Lutherans
INCREASED
Shares76,646 from 51,864
Change+24,782 (+48%)
Value$17.0K (-$12.8M)
Filed 2026-11-05
Xponance LLC
INCREASED
Shares76,484 from 71,197
Change+5,287 (+7%)
Value$17.0M (-$530.8K)
Filed 2026-11-03
Neos Investment Management LLC
INCREASED
Shares74,604 from 66,113
Change+8,491 (+13%)
Value$16.6M (+$303.1K)
Filed 2026-11-04
Daiwa Securities Group Inc.
INCREASED
Shares74,167 from 73,398
Change+769 (+1%)
Value$16.5M (-$1.6M)
Filed 2026-10-29
Merit Financial Group, LLC
DECREASED
Shares73,313 from 74,463
Change-1,150 (-2%)
Value$16.3M (-$2.0M)
Filed 2026-11-06
BI Asset Management Fondsmaeglerselskab A/S
DECREASED
Shares72,610 from 76,014
Change-3,404 (-4%)
Value$16.1K (-$18.7M)
Filed 2026-10-22
Savant Capital, LLC
INCREASED
Shares72,332 from 27,663
Change+44,669 (+161%)
Value$16.1M (+$9.7M)
Filed 2026-11-06
Rakuten Investment Management, Inc.
INCREASED
Shares71,610 from 65,706
Change+5,904 (+9%)
Value$15.9M (-$339.3K)
Filed 2026-10-30
Washington Trust Bank
DECREASED
Shares69,111 from 70,812
Change-1,701 (-2%)
Value$15.4M (-$2.1M)
Filed 2026-11-03
Isthmus Partners, LLC
DECREASED
Shares68,312 from 68,470
Change-158 (0%)
Value$15.2M (-$1.7M)
Filed 2026-10-21
Pinnacle Associates LTD
DECREASED
Shares68,279 from 69,004
Change-725 (-1%)
Value$15.2M (-$1.8M)
Filed 2026-10-20
Atria Investments, Inc
INCREASED
Shares67,540 from 65,354
Change+2,186 (+3%)
Value$15.0M (-$1.1M)
Filed 2026-10-15
Keybank National Association
INCREASED
Shares67,046 from 66,327
Change+719 (+1%)
Value$14.9M (-$1.4M)
Filed 2026-11-04
Amalgamated Bank
DECREASED
Shares66,822 from 69,210
Change-2,388 (-3%)
Value$14.9K (-$17.0M)
Filed 2026-10-23
Y-Intercept (Hong Kong) Ltd
NEW
Shares66,582
Change+66,582
Value$14.8M
Filed 2026-10-16
Strs Ohio
DECREASED
Shares66,286 from 116,228
Change-49,942 (-43%)
Value$14.7M (-$13.9M)
Filed 2026-10-30
Glenview Trust Co
DECREASED
Shares66,243 from 66,555
Change-312 (0%)
Value$14.7M (-$1.7M)
Filed 2026-10-28
Boston Trust Walden Corp
DECREASED
Shares63,354 from 64,975
Change-1,621 (-2%)
Value$14.1M (-$1.9M)
Filed 2026-10-30
First Horizon Corp
INCREASED
Shares62,374 from 62,146
Change+228 (+0%)
Value$13.9M (-$1.4M)
Filed 2026-10-26
Elevate Capital Advisors, LLC
DECREASED
Shares61,905 from 61,947
Change-42 (0%)
Value$13.8M (-$1.5M)
Filed 2026-11-02
HB Wealth Management, LLC
INCREASED
Shares61,466 from 55,497
Change+5,969 (+11%)
Value$13.7M (-$3.2K)
Filed 2026-10-23
OP Asset Management Ltd
INCREASED
Shares61,215 from 45,370
Change+15,845 (+35%)
Value$13.6M (+$2.4M)
Filed 2026-11-05
Illinois Municipal Retirement Fund
INCREASED
Shares60,598 from 55,470
Change+5,128 (+9%)
Value$13.5M (-$189.3K)
Filed 2026-11-05
American Assets Investment Management, LLC
UNCHANGED
Shares60,000 from 60,000
Change0 (0%)
Value$13.3M (-$1.4M)
Filed 2026-10-30
Moors & Cabot, Inc.
INCREASED
Shares59,761 from 59,659
Change+102 (+0%)
Value$13.3M (-$1.4M)
Filed 2026-11-06
New York Life Investment Management LLC
DECREASED
Shares59,412 from 59,920
Change-508 (-1%)
Value$13.2M (-$1.5M)
Filed 2026-11-04
Allworth Financial LP
INCREASED
Shares59,007 from 29,556
Change+29,451 (+100%)
Value$14.5M (+$7.3M)
Filed 2026-11-06
Addenda Capital Inc.
DECREASED
Shares58,833 from 64,576
Change-5,743 (-9%)
Value$13.1M (-$2.8M)
Filed 2026-10-13
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares58,476 from 58,043
Change+433 (+1%)
Value$13.0M (-$1.3M)
Filed 2026-10-20
Prospera Financial Services Inc
INCREASED
Shares55,340 from 50,411
Change+4,929 (+10%)
Value$12.6M (+$197.0K)
Filed 2026-11-04
Assetmark, Inc
INCREASED
Shares54,471 from 50,895
Change+3,576 (+7%)
Value$12.1M (-$424.8K)
Filed 2026-10-21
BLB&B Advisors, LLC
DECREASED
Shares54,463 from 54,757
Change-294 (-1%)
Value$12.1M (-$1.4M)
Filed 2026-10-27
Covea Finance
DECREASED
Shares52,800 from 83,000
Change-30,200 (-36%)
Value$11.7M (-$8.7M)
Filed 2026-10-21
Sterling Capital Management LLC
DECREASED
Shares51,497 from 57,303
Change-5,806 (-10%)
Value$11.4M (-$2.7M)
Filed 2026-10-22
Wesbanco Bank Inc
DECREASED
Shares49,803 from 58,544
Change-8,741 (-15%)
Value$11.1M (-$3.3M)
Filed 2026-11-04
Oregon Public Employees Retirement Fund
DECREASED
Shares49,032 from 49,378
Change-346 (-1%)
Value$10.9M (-$1.3M)
Filed 2026-10-30
Joel Isaacson & Co., LLC
INCREASED
Shares48,732 from 48,502
Change+230 (+0%)
Value$10.8M (-$1.1M)
Filed 2026-11-05
Vaughan David Investments LLC
DECREASED
Shares47,700 from 48,150
Change-450 (-1%)
Value$10.6K (-$11.8M)
Filed 2026-11-05
Yousif Capital Management, LLC
DECREASED
Shares46,696 from 46,858
Change-162 (0%)
Value$10.4M (-$1.2M)
Filed 2026-10-22
First American Bank
DECREASED
Shares46,203 from 46,563
Change-360 (-1%)
Value$10.3M (-$1.2M)
Filed 2026-10-27
ASR Vermogensbeheer N.V.
INCREASED
Shares45,540 from 44,215
Change+1,325 (+3%)
Value$10.1M (-$764.4K)
Filed 2026-10-16
B. Metzler seel. Sohn & Co. AG
DECREASED
Shares44,375 from 46,533
Change-2,158 (-5%)
Value$9.9M (-$1.6M)
Filed 2026-10-30
Cutler Investment Counsel LLC
DECREASED
Shares43,533 from 44,011
Change-478 (-1%)
Value$9.7M (-$1.2M)
Filed 2026-10-28
Nicholas Company, Inc.
DECREASED
Shares42,700 from 53,000
Change-10,300 (-19%)
Value$9.5M (-$3.6M)
Filed 2026-11-05
Northside Capital Management, LLC
DECREASED
Shares41,751 from 41,882
Change-131 (0%)
Value$9.3M (-$1.0M)
Filed 2026-10-13
Mutual of America Capital Management LLC
DECREASED
Shares40,838 from 41,387
Change-549 (-1%)
Value$9.1M (-$1.1M)
Filed 2026-10-23
Oppenheimer Asset Management Inc.
DECREASED
Shares40,561 from 43,384
Change-2,823 (-7%)
Value$9.0M (-$1.7M)
Filed 2026-10-27
Davis-Rea Ltd.
DECREASED
Shares40,135 from 64,135
Change-24,000 (-37%)
Value$8.9M (-$6.9M)
Filed 2026-10-13
Baker Avenue Asset Management, LP
INCREASED
Shares39,917 from 37,692
Change+2,225 (+6%)
Value$8.9M (-$408.6K)
Filed 2026-11-06
Davenport & Co LLC
INCREASED
Shares39,785 from 38,143
Change+1,642 (+4%)
Value$8.8M (-$549.0K)
Filed 2026-10-14
Fisher Asset Management, LLC
INCREASED
Shares39,779 from 39,340
Change+439 (+1%)
Value$8.8M (-$845.2K)
Filed 2026-11-06
Community Financial Services Group, LLC
DECREASED
Shares39,462 from 39,907
Change-445 (-1%)
Value$8.7M (-$1.3M)
Filed 2026-10-15
Convergence Investment Partners, LLC
INCREASED
Shares38,397 from 28,156
Change+10,241 (+36%)
Value$8.5M (+$1.6M)
Filed 2026-10-28
Bailard, Inc.
DECREASED
Shares38,038 from 38,252
Change-214 (-1%)
Value$8.5M (-$963.8K)
Filed 2026-10-13
Generali Asset Management SPA SGR
INCREASED
Shares37,881 from 34,454
Change+3,427 (+10%)
Value$8.4M (-$63.8K)
Filed 2026-10-26
State of Alaska, Department of Revenue
DECREASED
Shares37,793 from 39,346
Change-1,553 (-4%)
Value$8.4K (-$9.7M)
Filed 2026-10-15
Intact Investment Management Inc.
INCREASED
Shares37,620 from 35,400
Change+2,220 (+6%)
Value$8.4M (-$354.8K)
Filed 2026-11-03
ABN Amro Investment Solutions
INCREASED
Shares37,542 from 31,801
Change+5,741 (+18%)
Value$8.3M (+$514.0K)
Filed 2026-10-21
Harvey Investment Co LLC
UNCHANGED
Shares37,342 from 37,342
Change0 (0%)
Value$8.3K (-$9.2M)
Filed 2026-10-20
Quadrant Private Wealth Management, LLC
NEW
Shares35,909
Change+35,909
Value$8.0M
Filed 2026-11-04
Ellsworth Advisors, LLC
INCREASED
Shares35,759 from 34,601
Change+1,158 (+3%)
Value$7.9M (-$846.0K)
Filed 2026-10-15
Telos Capital Management, Inc.
DECREASED
Shares35,101 from 35,571
Change-470 (-1%)
Value$7.8M (-$956.6K)
Filed 2026-11-02
Cyndeo Wealth Partners, LLC
INCREASED
Shares34,557 from 13,547
Change+21,010 (+155%)
Value$7.7M (+$4.3M)
Filed 2026-10-16
Argyle Capital Management, LLC
DECREASED
Shares34,455 from 34,505
Change-50 (0%)
Value$7.7M (-$837.9K)
Filed 2026-10-28
Fisher Funds Management LTD
INCREASED
Shares34,263 from 28,263
Change+6,000 (+21%)
Value$7.6M (+$656.4K)
Filed 2026-10-13
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares33,856 from 34,656
Change-800 (-2%)
Value$7.5M (-$1.0M)
Filed 2026-10-05
Ritholtz Wealth Management
INCREASED
Shares33,777 from 33,745
Change+32 (+0%)
Value$7.5M (-$801.3K)
Filed 2026-11-05
Avanza Fonder AB
INCREASED
Shares33,767 from 30,910
Change+2,857 (+9%)
Value$7.5M (-$105.6K)
Filed 2026-10-13
OFS Enterprise LLC
DECREASED
Shares33,765 from 33,813
Change-48 (0%)
Value$7.5M (-$820.8K)
Filed 2026-10-16
Parthenon LLC
UNCHANGED
Shares33,424 from 33,424
Change0 (0%)
Value$7.4M (-$800.8K)
Filed 2026-10-22
Farther Finance Advisors, LLC
DECREASED
Shares33,375 from 33,610
Change-235 (-1%)
Value$7.4M (-$858.0K)
Filed 2026-10-08
Thompson Investment Management, Inc.
DECREASED
Shares32,984 from 33,090
Change-106 (0%)
Value$7.3M (-$816.4K)
Filed 2026-10-14
Prime Capital Investment Advisors, LLC
DECREASED
Shares32,832 from 33,722
Change-890 (-3%)
Value$7.3M (-$1.0M)
Filed 2026-10-20
Sky Investment Group LLC
DECREASED
Shares32,790 from 33,052
Change-262 (-1%)
Value$7.3M (-$850.2K)
Filed 2026-10-30
ABC Arbitrage SA
NEW
Shares32,477
Change+32,477
Value$7.2M
Filed 2026-10-23
SevenBridge Financial Group, LLC
INCREASED
Shares32,400 from 32,276
Change+124 (+0%)
Value$7.2M (-$991.5K)
Filed 2026-10-26
AlphaCore Capital LLC
INCREASED
Shares32,356 from 30,366
Change+1,990 (+7%)
Value$7.2M (-$285.3K)
Filed 2026-11-04
Kestra Private Wealth Services, LLC
INCREASED
Shares31,533 from 26,595
Change+4,938 (+19%)
Value$7.0M (+$460.3K)
Filed 2026-11-06
Channing Capital Management, LLC
DECREASED
Shares31,111 from 60,055
Change-28,944 (-48%)
Value$6.9M (-$7.9M)
Filed 2026-11-02
Jacobi Capital Management LLC
DECREASED
Shares30,463 from 31,060
Change-597 (-2%)
Value$6.8M (-$877.0K)
Filed 2026-11-05
Larson Financial Group LLC
INCREASED
Shares30,275 from 29,050
Change+1,225 (+4%)
Value$6.7M (-$423.7K)
Filed 2026-11-05
Gulf International Bank (UK) Ltd
UNCHANGED
Shares29,647 from 29,647
Change0 (0%)
Value$6.6K (-$7.3M)
Filed 2026-10-20
Fifth Third Wealth Advisors LLC
INCREASED
Shares28,776 from 28,693
Change+83 (+0%)
Value$6.4M (-$669.0K)
Filed 2026-10-22
Folger Nolan Fleming Douglas Capital Management, Inc
DECREASED
Shares28,428 from 28,487
Change-59 (0%)
Value$6.3M (-$695.7K)
Filed 2026-10-13
Oliver Luxxe Assets LLC
DECREASED
Shares28,186 from 28,312
Change-126 (0%)
Value$6.3M (-$706.4K)
Filed 2026-10-14
MGO One Seven LLC
DECREASED
Shares28,096 from 28,707
Change-611 (-2%)
Value$6.2M (-$823.7K)
Filed 2026-10-28
Parcion Private Wealth LLC
INCREASED
Shares27,984 from 27,810
Change+174 (+1%)
Value$6.2M (-$627.7K)
Filed 2026-10-28
Benin Management Corp
DECREASED
Shares27,934 from 28,609
Change-675 (-2%)
Value$6.2M (-$835.5K)
Filed 2026-10-22
Clearstead Advisors, LLC
DECREASED
Shares27,873 from 27,966
Change-93 (0%)
Value$6.2M (-$691.7K)
Filed 2026-11-06
Crossmark Global Holdings, Inc.
INCREASED
Shares27,816 from 22,115
Change+5,701 (+26%)
Value$6.2M (+$737.2K)
Filed 2026-10-21
Apollon Wealth Management, LLC
INCREASED
Shares27,510 from 26,405
Change+1,105 (+4%)
Value$6.1M (-$387.1K)
Filed 2026-10-23
Fulton Bank, N.A.
DECREASED
Shares26,771 from 27,034
Change-263 (-1%)
Value$6.0M (-$706.2K)
Filed 2026-10-14
Williams Jones Wealth Management, Llc.
INCREASED
Shares26,671 from 26,634
Change+37 (+0%)
Value$5.9M (-$629.9K)
Filed 2026-11-05
Advisortrust Partners, LLC
INCREASED
Shares26,465 from 26,405
Change+60 (+0%)
Value$5.9M (-$619.3K)
Filed 2026-11-02
Confluence Wealth Services, Inc.
DECREASED
Shares26,008 from 28,641
Change-2,633 (-9%)
Value$5.8M (-$1.3M)
Filed 2026-11-05
AIA Group Ltd
INCREASED
Shares25,953 from 942
Change+25,011 (+2655%)
Value$5.8M (+$5.5M)
Filed 2026-10-30
Carret Asset Management, LLC
DECREASED
Shares25,859 from 26,201
Change-342 (-1%)
Value$5.7M (-$703.8K)
Filed 2026-11-04
Leuthold Group, LLC
INCREASED
Shares25,741 from 23,386
Change+2,355 (+10%)
Value$5.7M (-$36.9K)
Filed 2026-11-04
Valley Wealth Managers, Inc.
INCREASED
Shares25,274 from 25,113
Change+161 (+1%)
Value$5.6M (-$565.9K)
Filed 2026-10-09
Brighton Jones LLC
INCREASED
Shares24,876 from 24,569
Change+307 (+1%)
Value$5.5M (-$520.5K)
Filed 2026-11-03
Founders Financial Securities LLC
INCREASED
Shares24,797 from 18,888
Change+5,909 (+31%)
Value$5.5M (+$860.8K)
Filed 2026-10-28
Maryland State Retirement & Pension System
INCREASED
Shares24,417 from 21,586
Change+2,831 (+13%)
Value$5.4M (+$112.0K)
Filed 2026-11-05
Quadrant Capital Group LLC
INCREASED
Shares24,392 from 24,329
Change+63 (+0%)
Value$5.4M (-$636.7K)
Filed 2026-10-20
Principle Wealth Partners LLC
DECREASED
Shares23,622 from 23,716
Change-94 (0%)
Value$5.3M (-$588.9K)
Filed 2026-11-02
Achmea Investment Management B.V.
NEW
Shares23,417
Change+23,417
Value$5.2M
Filed 2026-10-30
LSV Asset Management
INCREASED
Shares23,100 from 21,400
Change+1,700 (+8%)
Value$5.1K (-$5.3M)
Filed 2026-11-06
Exchange Traded Concepts, LLC
DECREASED
Shares22,582 from 24,606
Change-2,024 (-8%)
Value$5.0M (-$1.0M)
Filed 2026-10-28
TD Private Client Wealth LLC
INCREASED
Shares22,053 from 21,716
Change+337 (+2%)
Value$4.9M (-$445.4K)
Filed 2026-10-28
Vise Technologies, Inc.
DECREASED
Shares22,022 from 23,384
Change-1,362 (-6%)
Value$4.9M (-$862.8K)
Filed 2026-10-29
Park Avenue Securities LLC
INCREASED
Shares21,852 from 19,138
Change+2,714 (+14%)
Value$4.9K (-$4.7M)
Filed 2026-10-26
Salem Investment Counselors Inc
INCREASED
Shares21,728 from 21,577
Change+151 (+1%)
Value$4.8M (-$483.4K)
Filed 2026-10-13
First Bank & Trust
DECREASED
Shares21,564 from 21,832
Change-268 (-1%)
Value$4.8M (-$582.7K)
Filed 2026-10-19
Zions Bancorporation, National Association
DECREASED
Shares21,557 from 30,742
Change-9,185 (-30%)
Value$4.8M (-$2.8M)
Filed 2026-11-06
HBK Sorce Advisory LLC
DECREASED
Shares21,524 from 21,720
Change-196 (-1%)
Value$4.9M (-$666.1K)
Filed 2026-11-06
Hartford Investment Management Co
DECREASED
Shares21,323 from 22,187
Change-864 (-4%)
Value$4.7M (-$723.6K)
Filed 2026-11-04
Ag2r LA Mondiale Gestion D'actifs
INCREASED
Shares20,805 from 18,082
Change+2,723 (+15%)
Value$4.6M (+$172.0K)
Filed 2026-10-26
Florida Trust Wealth Management Co
INCREASED
Shares20,739 from 19,329
Change+1,410 (+7%)
Value$4.6M (-$149.7K)
Filed 2026-11-05
Chronos Wealth Management, LLC
DECREASED
Shares20,646 from 20,673
Change-27 (0%)
Value$4.6M (-$501.3K)
Filed 2026-10-20
Hamel Associates, Inc.
INCREASED
Shares20,250 from 19,348
Change+902 (+5%)
Value$4.5M (-$261.0K)
Filed 2026-11-06
Citizens Financial Group Inc
DECREASED
Shares20,245 from 20,262
Change-17 (0%)
Value$4.5M (-$489.2K)
Filed 2026-10-23
New Mexico Educational Retirement Board
UNCHANGED
Shares19,999 from 19,999
Change0 (0%)
Value$4.4K (-$4.9M)
Filed 2026-11-05
Hengehold Capital Management LLC
INCREASED
Shares19,725 from 1,587
Change+18,138 (+1143%)
Value$4.4M (+$4.0M)
Filed 2026-10-16
Louisiana State Employees Retirement System
DECREASED
Shares19,600 from 20,500
Change-900 (-4%)
Value$4.4M (-$691.2K)
Filed 2026-10-20
Wilmington Savings Fund Society, FSB
DECREASED
Shares19,246 from 22,764
Change-3,518 (-15%)
Value$4.3M (-$1.3M)
Filed 2026-10-23
StoneX Group Inc.
INCREASED
Shares19,225 from 16,029
Change+3,196 (+20%)
Value$4.3M (+$346.3K)
Filed 2026-11-03
Novem Group
INCREASED
Shares19,172 from 18,989
Change+183 (+1%)
Value$4.3M (-$414.4K)
Filed 2026-10-19
Choreo, LLC
INCREASED
Shares18,866 from 18,409
Change+457 (+2%)
Value$4.2M (-$339.5K)
Filed 2026-10-28
180 Wealth Advisors, LLC
INCREASED
Shares18,825 from 18,241
Change+584 (+3%)
Value$4.2M (-$307.3K)
Filed 2026-11-03
Foresight Capital Management Advisors, Inc.
DECREASED
Shares18,418 from 18,984
Change-566 (-3%)
Value$4.1M (-$580.6K)
Filed 2026-10-27
Vista Investment Partners LLC
DECREASED
Shares17,987 from 18,224
Change-237 (-1%)
Value$4.0M (-$489.7K)
Filed 2026-10-08
Dynamic Advisor Solutions LLC
INCREASED
Shares17,983 from 17,460
Change+523 (+3%)
Value$4.0M (-$302.1K)
Filed 2026-10-13
Brookstone Capital Management
DECREASED
Shares17,902 from 20,069
Change-2,167 (-11%)
Value$4.0M (-$962.6K)
Filed 2026-10-22
Woodstock Corp
UNCHANGED
Shares17,880 from 17,880
Change0 (0%)
Value$4.0M (-$428.4K)
Filed 2026-10-13
Rayburn West Financial Services LLC
UNCHANGED
Shares17,848 from 17,848
Change0 (0%)
Value$4.0M (-$427.6K)
Filed 2026-11-03
Hazlett, Burt & Watson, Inc.
INCREASED
Shares17,743 from 17,656
Change+87 (+0%)
Value$3.9K (-$3.8M)
Filed 2026-11-04
Resonant Capital Advisors, LLC
DECREASED
Shares17,543 from 17,747
Change-204 (-1%)
Value$3.9M (-$470.6K)
Filed 2026-10-15
Ascent Group, LLC
INCREASED
Shares17,356 from 16,868
Change+488 (+3%)
Value$3.9M (-$295.6K)
Filed 2026-10-30
Kentucky Trust Co
DECREASED
Shares17,177 from 17,187
Change-10 (0%)
Value$3.8M (-$414.0K)
Filed 2026-10-15
J.W. Cole Advisors, Inc.
INCREASED
Shares17,164 from 16,990
Change+174 (+1%)
Value$3.8M (-$368.4K)
Filed 2026-11-05
Concurrent Investment Advisors, LLC
INCREASED
Shares16,861 from 10,487
Change+6,374 (+61%)
Value$3.7M (+$1.2M)
Filed 2026-10-16
Wealthcare Advisory Partners LLC
INCREASED
Shares16,749 from 7,372
Change+9,377 (+127%)
Value$3.7M (+$1.9M)
Filed 2026-10-21
Krilogy Financial LLC
DECREASED
Shares16,687 from 17,215
Change-528 (-3%)
Value$3.7M (-$546.5K)
Filed 2026-10-13
Fideuram Asset Management (Ireland) dac
DECREASED
Shares16,575 from 59,028
Change-42,453 (-72%)
Value$4.1M (-$9.1M)
Filed 2026-10-29
Parr Mcknight Wealth Management Group, LLC
DECREASED
Shares15,890 from 16,634
Change-744 (-4%)
Value$3.5M (-$563.9K)
Filed 2026-10-30
Bokf, NA
DECREASED
Shares15,827 from 16,389
Change-562 (-3%)
Value$3.5M (-$517.6K)
Filed 2026-10-27
Moneco Advisors, LLC
INCREASED
Shares15,752 from 12,221
Change+3,531 (+29%)
Value$3.5M (+$492.0K)
Filed 2026-11-05
CX Institutional
INCREASED
Shares15,571 from 3,024
Change+12,547 (+415%)
Value$3.5K (+$2.7K)
Filed 2026-10-02
Oath Planning, LLC
DECREASED
Shares15,309 from 15,313
Change-4 (0%)
Value$3.4M (-$367.7K)
Filed 2026-10-20
First Citizens Bank & Trust Co
INCREASED
Shares15,231 from 10,630
Change+4,601 (+43%)
Value$3.4M (+$767.9K)
Filed 2026-10-14
Parsons Capital Management Inc
DECREASED
Shares15,157 from 15,346
Change-189 (-1%)
Value$3.4M (-$409.7K)
Filed 2026-10-28
apricus wealth, LLC
DECREASED
Shares14,871 from 15,015
Change-144 (-1%)
Value$3.3M (-$391.8K)
Filed 2026-10-26
Tokio Marine Asset Management Co LTD
INCREASED
Shares14,732 from 13,536
Change+1,196 (+9%)
Value$3.3M (-$58.5K)
Filed 2026-10-26
Great Lakes Advisors, LLC
INCREASED
Shares14,461 from 13,074
Change+1,387 (+11%)
Value$3.2M (-$4.9K)
Filed 2026-11-06
Columbia Bank
INCREASED
Shares14,408 from 14,223
Change+185 (+1%)
Value$3.2M (-$299.7K)
Filed 2026-10-29
Montgomery Investment Management Inc
UNCHANGED
Shares14,371 from 14,371
Change0 (0%)
Value$3.2M (-$344.3K)
Filed 2026-10-26
E. Ohman J:or Asset Management AB
UNCHANGED
Shares14,360 from 14,360
Change0 (0%)
Value$3.2M (-$344.1K)
Filed 2026-10-22
Intergy Private Wealth, LLC
DECREASED
Shares14,282 from 14,529
Change-247 (-2%)
Value$3.2M (-$403.0K)
Filed 2026-10-16
Central Trust Co
INCREASED
Shares14,266 from 13,667
Change+599 (+4%)
Value$3.2M (-$194.4K)
Filed 2026-11-05
Community Bank, N.A.
INCREASED
Shares14,177 from 13,757
Change+420 (+3%)
Value$3.2M (-$236.3K)
Filed 2026-11-06
GHP Investment Advisors, Inc.
INCREASED
Shares14,166 from 14,161
Change+5 (+0%)
Value$3.1M (-$338.2K)
Filed 2026-10-15
Kenora Financial, LLC
UNCHANGED
Shares14,157 from 14,157
Change0 (0%)
Value$3.1M (-$339.2K)
Filed 2026-10-20
Flavin Financial Services, Inc.
INCREASED
Shares14,070 from 13,966
Change+104 (+1%)
Value$3.1M (-$311.5K)
Filed 2026-10-21
Biltmore Family Office, LLC
INCREASED
Shares13,864 from 13,854
Change+10 (+0%)
Value$3.1M (-$329.7K)
Filed 2026-11-03
Mitchell Capital Management Co
DECREASED
Shares13,631 from 13,664
Change-33 (0%)
Value$3.0M (-$334.7K)
Filed 2026-10-29
Tritonpoint Wealth, LLC
DECREASED
Shares13,625 from 13,665
Change-40 (0%)
Value$3.0M (-$336.3K)
Filed 2026-10-19
Gamma Investing LLC
INCREASED
Shares13,613 from 12,438
Change+1,175 (+9%)
Value$3.0M (-$36.9K)
Filed 2026-10-08
Advocate Group LLC
INCREASED
Shares13,541 from 11,724
Change+1,817 (+16%)
Value$3.0M (+$123.0K)
Filed 2026-10-19
CenterBook Partners LP
NEW
Shares13,435
Change+13,435
Value$3.0M
Filed 2026-11-02
Eagle Wealth Strategies LLC
DECREASED
Shares13,252 from 13,280
Change-28 (0%)
Value$2.9M (-$324.3K)
Filed 2026-10-20
Vista Investment Partners II, LLC
INCREASED
Shares13,236 from 12,993
Change+243 (+2%)
Value$2.9M (-$257.4K)
Filed 2026-10-15
IFP Advisors, Inc
DECREASED
Shares13,213 from 14,200
Change-987 (-7%)
Value$2.9M (-$559.6K)
Filed 2026-10-16
Kintegral Advisory, LLC
INCREASED
Shares13,129 from 13,055
Change+74 (+1%)
Value$2.9M (-$296.4K)
Filed 2026-10-16
Great Lakes Retirement, Inc.
DECREASED
Shares12,980 from 13,057
Change-77 (-1%)
Value$2.9M (-$330.1K)
Filed 2026-10-26
Insight Inv LLC
DECREASED
Shares12,884 from 12,919
Change-35 (0%)
Value$2.9M (-$317.3K)
Filed 2026-10-27
Oppenheimer & Co Inc
INCREASED
Shares12,873 from 12,619
Change+254 (+2%)
Value$2.9M (-$245.9K)
Filed 2026-10-26
UMB Bank, n.a.
INCREASED
Shares12,796 from 12,730
Change+66 (+1%)
Value$2.8M (-$290.3K)
Filed 2026-11-06
Allegheny Financial Group
INCREASED
Shares12,789 from 12,739
Change+50 (+0%)
Value$2.8M (-$294.1K)
Filed 2026-11-05
Vivid Wealth Management, LLC
DECREASED
Shares12,666 from 13,018
Change-352 (-3%)
Value$2.8M (-$390.1K)
Filed 2026-10-27
Cordatus Wealth Management LLC
INCREASED
Shares12,664 from 12,625
Change+39 (+0%)
Value$2.8M (-$293.8K)
Filed 2026-10-19
Bill Few Associates, Inc.
DECREASED
Shares12,636 from 12,777
Change-141 (-1%)
Value$2.8M (-$337.5K)
Filed 2026-10-09
WealthPlan Investment Management, LLC
INCREASED
Shares12,484 from 12,380
Change+104 (+1%)
Value$2.8M (-$273.5K)
Filed 2026-10-15
Third View Private Wealth, LLC
INCREASED
Shares12,473 from 12,397
Change+76 (+1%)
Value$2.8M (-$280.1K)
Filed 2026-10-30
Pinnacle Wealth Management Advisory Group, LLC
DECREASED
Shares12,374 from 12,390
Change-16 (0%)
Value$2.8M (-$300.4K)
Filed 2026-10-23
Financial Consulate, Inc
INCREASED
Shares12,369 from 12,368
Change+1 (+0%)
Value$2.7M (-$296.2K)
Filed 2026-10-23
Wedmont Private Capital
INCREASED
Shares12,341 from 6,213
Change+6,128 (+99%)
Value$2.7M (+$1.1M)
Filed 2026-10-09
New Hampshire Trust
DECREASED
Shares12,339 from 12,510
Change-171 (-1%)
Value$2.7M (-$337.7K)
Filed 2026-10-20
Mengis Capital Management, Inc.
DECREASED
Shares12,315 from 12,370
Change-55 (0%)
Value$2.7M (-$308.8K)
Filed 2026-10-13
North Dakota State Investment Board
INCREASED
Shares12,299 from 11,578
Change+721 (+6%)
Value$2.7M (-$117.2K)
Filed 2026-10-27
Ashton Thomas Private Wealth, LLC
INCREASED
Shares12,261 from 12,032
Change+229 (+2%)
Value$2.7M (-$237.5K)
Filed 2026-11-03
Granite Group Advisors, LLC
DECREASED
Shares12,236 from 15,884
Change-3,648 (-23%)
Value$2.7M (-$1.2M)
Filed 2026-10-14
Schneider Downs Wealth Management Advisors, LP
INCREASED
Shares12,227 from 12,192
Change+35 (+0%)
Value$2.7M (-$284.5K)
Filed 2026-10-27
RED Cedar Investment Management, LLC
UNCHANGED
Shares12,041 from 12,041
Change0 (0%)
Value$2.7M (-$288.5K)
Filed 2026-11-04
Mystic Asset Management, Inc.
DECREASED
Shares12,019 from 12,029
Change-10 (0%)
Value$2.7M (-$290.4K)
Filed 2026-10-15
Murphy Pohlad Asset Management LLC
UNCHANGED
Shares11,863 from 11,863
Change0 (0%)
Value$2.6M (-$284.2K)
Filed 2026-10-22
Hunter Associates Investment Management LLC
INCREASED
Shares11,835 from 11,779
Change+56 (+0%)
Value$2.6K (-$2.9M)
Filed 2026-10-26
Accurate Wealth Management, LLC
INCREASED
Shares11,808 from 10,654
Change+1,154 (+11%)
Value$2.6M (-$92.0K)
Filed 2026-10-20
Asio Capital, LLC
UNCHANGED
Shares11,720 from 11,720
Change0 (0%)
Value$2.6M (-$280.8K)
Filed 2026-10-19
First United Bank & Trust
INCREASED
Shares11,709 from 11,707
Change+2 (+0%)
Value$2.6M (-$280.1K)
Filed 2026-10-22
Raleigh Capital Management Inc.
DECREASED
Shares11,674 from 11,698
Change-24 (0%)
Value$2.6M (-$285.6K)
Filed 2026-10-28
Hardy Reed LLC
INCREASED
Shares11,549 from 11,525
Change+24 (+0%)
Value$2.6M (-$270.8K)
Filed 2026-11-06
Verdence Capital Advisors LLC
INCREASED
Shares11,525 from 11,388
Change+137 (+1%)
Value$2.6M (-$242.5K)
Filed 2026-10-26
Brookmont Capital Management
DECREASED
Shares11,487 from 12,633
Change-1,146 (-9%)
Value$2.6M (-$557.3K)
Filed 2026-10-23
Delta Capital Management LLC
INCREASED
Shares11,480 from 11,450
Change+30 (+0%)
Value$2.6K (-$267)
Filed 2026-10-16
Junk Investment Group, LLC
UNCHANGED
Shares11,453 from 11,453
Change0 (0%)
Value$2.5M (-$274.4K)
Filed 2026-10-19
Machina Capital S.A.S.
INCREASED
Shares11,416 from 3,760
Change+7,656 (+204%)
Value$2.5M (+$1.6M)
Filed 2026-11-05
Precedent Wealth Partners, LLC
INCREASED
Shares11,363 from 9,813
Change+1,550 (+16%)
Value$2.5M (+$109.3K)
Filed 2026-10-21
Chicago Partners Investment Group LLC
DECREASED
Shares11,239 from 12,085
Change-846 (-7%)
Value$2.5M (-$489.8K)
Filed 2026-10-27
Dana Investment Advisors, Inc.
DECREASED
Shares11,192 from 11,212
Change-20 (0%)
Value$2.5M (-$273.1K)
Filed 2026-11-06
Integrated Advisors Network LLC
DECREASED
Shares11,152 from 11,499
Change-347 (-3%)
Value$2.5M (-$352.6K)
Filed 2026-10-20
Praxis Investment Management Inc
UNCHANGED
Shares11,121 from 11,121
Change0 (0%)
Value$2.5K (-$2.7M)
Filed 2026-11-03
Aegon Asset Management UK PLC
UNCHANGED
Shares11,100 from 11,100
Change0 (0%)
Value$2.5M (-$266.0K)
Filed 2026-11-04
Heck Capital Advisors, LLC
NEW
Shares10,900
Change+10,900
Value$2.4M
Filed 2026-10-14
Perigon Wealth Management, LLC
INCREASED
Shares10,784 from 10,107
Change+677 (+7%)
Value$2.4M (-$91.6K)
Filed 2026-10-22
Farmers & Merchants Investments Inc
INCREASED
Shares10,661 from 507
Change+10,154 (+2003%)
Value$2.4M (+$2.2M)
Filed 2026-10-22
First National Trust Co
INCREASED
Shares10,569 from 10,513
Change+56 (+1%)
Value$2.3M (-$239.4K)
Filed 2026-10-28
Kathmere Capital Management, LLC
INCREASED
Shares10,534 from 10,456
Change+78 (+1%)
Value$2.3M (-$233.0K)
Filed 2026-10-20
OFI Invest Asset Management
INCREASED
Shares10,489 from 7,098
Change+3,391 (+48%)
Value$2.2M (+$545.1K)
Filed 2026-11-06
Diversified Management Inc
NEW
Shares10,480
Change+10,480
Value$2.3M
Filed 2026-10-08
Barlow Wealth Partners, LLC
INCREASED
Shares10,425 from 10,415
Change+10 (+0%)
Value$2.3M (-$272.3K)
Filed 2026-10-15
Raab & Moskowitz Asset Management LLC
DECREASED
Shares10,383 from 10,731
Change-348 (-3%)
Value$2.3M (-$334.5K)
Filed 2026-11-02
Securian Asset Management, Inc
DECREASED
Shares10,363 from 10,661
Change-298 (-3%)
Value$2.3M (-$392.5K)
Filed 2026-11-06
Valley Brook Capital Group, Inc.
INCREASED
Shares10,352 from 10,351
Change+1 (+0%)
Value$2.3M (-$247.8K)
Filed 2026-10-26
Master's Wealth Management Inc.
DECREASED
Shares10,308 from 10,327
Change-19 (0%)
Value$2.3M (-$251.8K)
Filed 2026-10-22
JFS Wealth Advisors, LLC
DECREASED
Shares10,117 from 10,119
Change-2 (0%)
Value$2.2M (-$242.9K)
Filed 2026-11-03
Meitav Investment House LTD
INCREASED
Shares10,110 from 8,447
Change+1,663 (+20%)
Value$2.2M (+$167.2K)
Filed 2026-10-28
TD Waterhouse Canada Inc.
DECREASED
Shares10,068 from 10,234
Change-166 (-2%)
Value$2.2M (-$353.0K)
Filed 2026-10-16
Independence Bank of Kentucky
DECREASED
Shares10,004 from 11,304
Change-1,300 (-11%)
Value$2.2M (-$559.8K)
Filed 2026-10-26
Viking Fund Management LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$2.2M (-$239.6K)
Filed 2026-10-14
Ramsay, Stattman, Vela & Price, Inc.
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$2.2M (-$239.6K)
Filed 2026-10-19
V-Square Quantitative Management LLC
INCREASED
Shares9,994 from 9,535
Change+459 (+5%)
Value$2.2M (-$126.4K)
Filed 2026-10-15
Greenleaf Trust
DECREASED
Shares9,888 from 10,567
Change-679 (-6%)
Value$2.2M (-$404.1K)
Filed 2026-10-29
Radnor Capital Management, LLC
DECREASED
Shares9,776 from 9,801
Change-25 (0%)
Value$2.2M (-$240.4K)
Filed 2026-10-23
Pullen Investment Management, LLC
INCREASED
Shares9,739 from 9,706
Change+33 (+0%)
Value$2.2M (-$225.2K)
Filed 2026-10-23
111 Capital
NEW
Shares9,706
Change+9,706
Value$2.2M
Filed 2026-11-03
Salzhauer Michael
UNCHANGED
Shares9,598 from 9,598
Change0 (0%)
Value$2.1M (-$230.0K)
Filed 2026-10-28
Elevation Point Wealth Partners, LLC
INCREASED
Shares9,509 from 9,115
Change+394 (+4%)
Value$2.1M (-$130.7K)
Filed 2026-11-05
NorthCrest Asset Manangement, LLC
INCREASED
Shares9,477 from 9,333
Change+144 (+2%)
Value$2.1M (-$259.9K)
Filed 2026-10-13
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares9,458 from 7,448
Change+2,010 (+27%)
Value$2.1M (+$268.3K)
Filed 2026-10-27
Clear Trail Advisors, LLC
INCREASED
Shares9,415 from 6,264
Change+3,151 (+50%)
Value$2.1M (+$550.1K)
Filed 2026-10-20
Raiffeisen Bank International AG
DECREASED
Shares9,375 from 9,990
Change-615 (-6%)
Value$2.1M (-$386.9K)
Filed 2026-10-28
Rockline Wealth Management, LLC
INCREASED
Shares9,345 from 9,216
Change+129 (+1%)
Value$2.1M (-$192.1K)
Filed 2026-10-26
Diversified Trust Co
INCREASED
Shares9,199 from 6,146
Change+3,053 (+50%)
Value$2.0M (+$531.1K)
Filed 2026-11-06
Fragasso Financial Advisors Inc
DECREASED
Shares9,176 from 10,407
Change-1,231 (-12%)
Value$2.0M (-$551.0K)
Filed 2026-10-13
Level Four Advisory Services, LLC
INCREASED
Shares9,112 from 8,982
Change+130 (+1%)
Value$2.0M (-$186.5K)
Filed 2026-11-06
Plato Investment Management Ltd
INCREASED
Shares9,070 from 8,338
Change+732 (+9%)
Value$2.0M (-$17.3K)
Filed 2026-11-05
Tufton Capital Management
DECREASED
Shares9,070 from 9,082
Change-12 (0%)
Value$2.0K (-$2.2M)
Filed 2026-10-20
MCF Advisors LLC
INCREASED
Shares9,030 from 8,853
Change+177 (+2%)
Value$2.0M (-$172.8K)
Filed 2026-10-28
Independent Solutions Wealth Management, LLC
INCREASED
Shares8,984 from 8,684
Change+300 (+3%)
Value$2.0M (-$141.4K)
Filed 2026-10-28
Signaturefd, LLC
INCREASED
Shares8,912 from 8,757
Change+155 (+2%)
Value$2.0M (-$175.3K)
Filed 2026-10-23
Welch & Forbes LLC
DECREASED
Shares8,860 from 9,520
Change-660 (-7%)
Value$2.0M (-$374.8K)
Filed 2026-11-04
Ferguson Wellman Capital Management, Inc
INCREASED
Shares8,849 from 8,838
Change+11 (+0%)
Value$2.0M (-$209.3K)
Filed 2026-10-05
Alps Advisors Inc
INCREASED
Shares8,844 from 6,986
Change+1,858 (+27%)
Value$2.0M (+$245.6K)
Filed 2026-11-03
Sagespring Wealth Partners, LLC
INCREASED
Shares8,781 from 8,304
Change+477 (+6%)
Value$2.0M (-$93.0K)
Filed 2026-10-22
University of Texas S AM Investment Management Co
INCREASED
Shares8,570 from 6,382
Change+2,188 (+34%)
Value$1.9M (+$333.4K)
Filed 2026-11-03
Soltis Investment Advisors LLC
INCREASED
Shares8,532 from 4,355
Change+4,177 (+96%)
Value$1.9M (+$824.0K)
Filed 2026-10-28
Mcdonald Partners LLC
UNCHANGED
Shares8,521 from 8,521
Change0 (0%)
Value$1.9M (-$204.2K)
Filed 2026-11-03
Compound Planning, Inc.
DECREASED
Shares8,379 from 8,573
Change-194 (-2%)
Value$1.9M (-$248.5K)
Filed 2026-11-05
Brian LOW Financial Group, LLC
INCREASED
Shares8,343 from 7,979
Change+364 (+5%)
Value$1.9M (-$110.0K)
Filed 2026-10-28
Nordwand Advisors, LLC
INCREASED
Shares8,342 from 8,339
Change+3 (+0%)
Value$1.9M (-$199.1K)
Filed 2026-11-05
OpenArc Corporate Advisory, LLC
DECREASED
Shares8,329 from 8,419
Change-90 (-1%)
Value$1.9M (-$221.7K)
Filed 2026-10-21
Cohen Klingenstein LLC
UNCHANGED
Shares8,300 from 8,300
Change0 (0%)
Value$1.8M (-$198.9K)
Filed 2026-10-15
Washington Capital Management, Inc
DECREASED
Shares8,260 from 8,560
Change-300 (-3%)
Value$1.8M (-$271.8K)
Filed 2026-10-19
Lester Murray Antman dba SimplyRich
UNCHANGED
Shares8,255 from 8,255
Change0 (0%)
Value$1.8M (-$197.2K)
Filed 2026-11-06
Iams Wealth Management, LLC
DECREASED
Shares8,136 from 8,358
Change-222 (-3%)
Value$1.8M (-$249.9K)
Filed 2026-10-15
Nippon Life Global Investors Americas, Inc.
DECREASED
Shares8,110 from 25,930
Change-17,820 (-69%)
Value$1.8M (-$4.6M)
Filed 2026-10-29
Perpetual Ltd
DECREASED
Shares8,110 from 9,058
Change-948 (-10%)
Value$1.8M (-$427.7K)
Filed 2026-10-13
Philadelphia Trust Co
UNCHANGED
Shares8,052 from 8,052
Change0 (0%)
Value$1.8K (-$2.0M)
Filed 2026-11-05
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED
Shares8,010 from 8,035
Change-25 (0%)
Value$1.8M (-$198.1K)
Filed 2026-11-03
Natural Investments, LLC
DECREASED
Shares7,964 from 8,232
Change-268 (-3%)
Value$1.8M (-$256.0K)
Filed 2026-11-06
Middleton & Co Inc
UNCHANGED
Shares7,948 from 7,948
Change0 (0%)
Value$1.8M (-$190.4K)
Filed 2026-10-23
Buckhead Capital Management LLC
DECREASED
Shares7,779 from 7,829
Change-50 (-1%)
Value$1.7M (-$198.7K)
Filed 2026-11-03
Fidelity D & D Bancorp Inc
DECREASED
Shares7,777 from 7,802
Change-25 (0%)
Value$1.7M (-$192.5K)
Filed 2026-11-05
Premier Path Wealth Partners, LLC
INCREASED
Shares7,753 from 7,595
Change+158 (+2%)
Value$1.7M (-$146.8K)
Filed 2026-10-16
Donoghue Forlines LLC
INCREASED
Shares7,747 from 7,438
Change+309 (+4%)
Value$1.7M (-$109.5K)
Filed 2026-11-02
NLB Skladi, upravljanje premozenja, d.o.o.
DECREASED
Shares7,737 from 8,116
Change-379 (-5%)
Value$1.7M (-$278.7K)
Filed 2026-10-22
McKinley Carter Wealth Services, Inc.
DECREASED
Shares7,664 from 7,824
Change-160 (-2%)
Value$1.7M (-$223.0K)
Filed 2026-10-16
EverSource Wealth Advisors, LLC
INCREASED
Shares7,642 from 6,963
Change+679 (+10%)
Value$1.7M (-$15.8K)
Filed 2026-11-04
Evergreen Capital Management LLC
DECREASED
Shares7,617 from 7,861
Change-244 (-3%)
Value$1.7M (-$242.6K)
Filed 2026-10-23
Myriad Asset Management Advisors LLC
NEW
Shares7,590
Change+7,590
Value$1.7M
Filed 2026-11-03
Ascentis Independent Advisors
NEW
Shares7,532
Change+7,532
Value$1.7M
Filed 2026-11-03
Moody National Bank Trust Division
INCREASED
Shares7,448 from 7,264
Change+184 (+3%)
Value$1.7M (-$133.1K)
Filed 2026-10-06
Delta Financial Advisors LLC
INCREASED
Shares7,436 from 7,381
Change+55 (+1%)
Value$1.7M (-$164.7K)
Filed 2026-10-27
Heritage Wealth Management, Inc.
DECREASED
Shares7,377 from 7,420
Change-43 (-1%)
Value$1.6M (-$187.3K)
Filed 2026-10-28
Ted Buchan & Co
DECREASED
Shares7,227 from 7,479
Change-252 (-3%)
Value$1.6M (-$235.2K)
Filed 2026-10-23
Marion Wealth Management
DECREASED
Shares7,188 from 7,213
Change-25 (0%)
Value$1.6M (-$178.6K)
Filed 2026-10-22
Canopy Partners, LLC
DECREASED
Shares7,075 from 7,077
Change-2 (0%)
Value$1.6M (-$170.0K)
Filed 2026-10-28
DT Investment Partners, LLC
UNCHANGED
Shares7,053 from 7,053
Change0 (0%)
Value$1.6M (-$169.0K)
Filed 2026-10-27
Dumont & Blake Investment Advisors LLC
DECREASED
Shares7,050 from 7,209
Change-159 (-2%)
Value$1.6M (-$208.1K)
Filed 2026-10-28
Tema Etfs LLC
INCREASED
Shares6,937 from 6,821
Change+116 (+2%)
Value$1.5M (-$137.6K)
Filed 2026-10-16
RMR Wealth Builders
DECREASED
Shares6,927 from 7,093
Change-166 (-2%)
Value$1.5M (-$206.9K)
Filed 2026-10-22
Wright Investors Service Inc
INCREASED
Shares6,901 from 4,871
Change+2,030 (+42%)
Value$1.5M (+$334.5K)
Filed 2026-11-02
Washington Trust Co
INCREASED
Shares6,885 from 6,460
Change+425 (+7%)
Value$1.5M (-$60.3K)
Filed 2026-10-22
Carnegie Investment Counsel
INCREASED
Shares6,867 from 6,795
Change+72 (+1%)
Value$1.5M (-$146.7K)
Filed 2026-10-20
Hennessy Advisors Inc
DECREASED
Shares6,700 from 19,547
Change-12,847 (-66%)
Value$1.5M (-$3.3M)
Filed 2026-10-28
Colton Groome Financial Advisors, LLC
INCREASED
Shares6,673 from 6,492
Change+181 (+3%)
Value$1.5M (-$115.3K)
Filed 2026-10-06
Cypress Capital Group
DECREASED
Shares6,672 from 6,722
Change-50 (-1%)
Value$1.5M (-$172.2K)
Filed 2026-11-03
Temasek Holdings (Private) Ltd
DECREASED
Shares6,656 from 20,341
Change-13,685 (-67%)
Value$1.5M (-$3.5M)
Filed 2026-10-28
Indivisible Partners
INCREASED
Shares6,652 from 6,101
Change+551 (+9%)
Value$1.5M (-$23.6K)
Filed 2026-10-26
Chicago Trust Co NA
INCREASED
Shares6,603 from 6,518
Change+85 (+1%)
Value$1.5M (-$137.3K)
Filed 2026-10-28
Nvwm, LLC
UNCHANGED
Shares6,600 from 6,600
Change0 (0%)
Value$1.5M (-$158.1K)
Filed 2026-10-14
United Community Bank
INCREASED
Shares6,589 from 6,523
Change+66 (+1%)
Value$1.5M (-$141.6K)
Filed 2026-10-28
Peoples Financial Services Corp.
DECREASED
Shares6,538 from 6,629
Change-91 (-1%)
Value$1.5M (-$179.1K)
Filed 2026-10-20
Simplicity Wealth,LLC
INCREASED
Shares6,510 from 6,318
Change+192 (+3%)
Value$1.4M (-$108.7K)
Filed 2026-10-23
Valeo Financial Advisors, LLC
INCREASED
Shares6,502 from 6,146
Change+356 (+6%)
Value$1.4M (-$68.1K)
Filed 2026-10-08
Independent Financial Group, LLC
INCREASED
Shares6,430 from 5,824
Change+606 (+10%)
Value$1.4M (-$4.8K)
Filed 2026-10-13
LVW Advisors, LLC
INCREASED
Shares6,426 from 6,368
Change+58 (+1%)
Value$1.4M (-$139.8K)
Filed 2026-10-19
Schmidt P J Investment Management Inc
INCREASED
Shares6,398 from 6,370
Change+28 (+0%)
Value$1.4M (-$146.3K)
Filed 2026-11-02
ZWJ Investment Counsel Inc
INCREASED
Shares6,379 from 6,128
Change+251 (+4%)
Value$1.4M (-$91.0K)
Filed 2026-10-15
Brandywine OAK Private Wealth LLC
UNCHANGED
Shares6,347 from 6,347
Change0 (0%)
Value$1.4M (-$152.1K)
Filed 2026-10-23
AdvisorNet Financial, Inc
INCREASED
Shares6,321 from 5,796
Change+525 (+9%)
Value$1.4M (-$63.1K)
Filed 2026-10-15
Princeton Global Asset Management LLC
INCREASED
Shares6,302 from 2,275
Change+4,027 (+177%)
Value$1.4M (+$840.5K)
Filed 2026-10-21
Apella Capital, LLC
INCREASED
Shares6,282 from 6,219
Change+63 (+1%)
Value$1.4M (-$212.0K)
Filed 2026-10-08
Mather Group, Llc.
INCREASED
Shares6,247 from 5,299
Change+948 (+18%)
Value$1.4M (+$83.8K)
Filed 2026-10-14
BankPlus Trust Department
INCREASED
Shares6,241 from 5,102
Change+1,139 (+22%)
Value$1.4M (+$130.9K)
Filed 2026-11-06
Meridian Wealth Management, LLC
DECREASED
Shares6,215 from 6,879
Change-664 (-10%)
Value$1.4M (-$312.4K)
Filed 2026-11-05
Wolverine Asset Management LLC
INCREASED
Shares6,165 from 330
Change+5,835 (+1768%)
Value$1.4M (+$1.3M)
Filed 2026-11-02
Curated Wealth Partners LLC
INCREASED
Shares6,132 from 1,854
Change+4,278 (+231%)
Value$1.4M (+$906.4K)
Filed 2026-10-15
Orrstown Financial Services Inc
INCREASED
Shares6,105 from 6,098
Change+7 (+0%)
Value$1.4M (-$144.6K)
Filed 2026-10-14
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares6,097 from 5,118
Change+979 (+19%)
Value$1.4M (+$95.0K)
Filed 2026-10-13
CV Advisors LLC
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$1.3M (-$143.8K)
Filed 2026-10-13
Compass Wealth Management LLC
UNCHANGED
Shares5,961 from 5,961
Change0 (0%)
Value$1.3M (-$142.8K)
Filed 2026-10-22
Jmac Enterprises LLC
UNCHANGED
Shares5,900 from 5,900
Change0 (0%)
Value$1.3M (-$141.4K)
Filed 2026-10-30
KPP Advisory Services LLC
DECREASED
Shares5,854 from 5,919
Change-65 (-1%)
Value$1.3M (-$156.2K)
Filed 2026-10-26
Old Port Advisors
DECREASED
Shares5,853 from 5,858
Change-5 (0%)
Value$1.3M (-$141.5K)
Filed 2026-10-23
Beese Fulmer Investment Management, Inc.
DECREASED
Shares5,808 from 5,882
Change-74 (-1%)
Value$1.3M (-$157.3K)
Filed 2026-10-23
Nations Financial Group Inc,
DECREASED
Shares5,752 from 5,768
Change-16 (0%)
Value$1.3M (-$141.8K)
Filed 2026-11-05
Formidable Asset Management, LLC
INCREASED
Shares5,709 from 5,281
Change+428 (+8%)
Value$1.4M (+$306.6K)
Filed 2026-11-03
West Paces Advisors Inc.
INCREASED
Shares5,668 from 5,573
Change+95 (+2%)
Value$1.3M (-$112.4K)
Filed 2026-10-13
Parallel Advisors, LLC
INCREASED
Shares5,659 from 4,897
Change+762 (+16%)
Value$1.3M (+$51.8K)
Filed 2026-11-03
Private Trust Co NA
INCREASED
Shares5,635 from 5,531
Change+104 (+2%)
Value$1.3M (-$109.5K)
Filed 2026-10-20
Munich Reinsurance Co Stock Corp in Munich
NEW
Shares5,622
Change+5,622
Value$1.2M
Filed 2026-10-30
Cookson Peirce & Co Inc
INCREASED
Shares5,611 from 4,624
Change+987 (+21%)
Value$1.2M (+$108.6K)
Filed 2026-10-30
Alhambra Investment Management LLC
DECREASED
Shares5,609 from 5,716
Change-107 (-2%)
Value$1.2M (-$160.7K)
Filed 2026-10-15
Neville Rodie & Shaw Inc
UNCHANGED
Shares5,602 from 5,602
Change0 (0%)
Value$1.2K (-$134)
Filed 2026-10-05
Barr E S & Co
DECREASED
Shares5,600 from 6,300
Change-700 (-11%)
Value$1.2M (-$306.5K)
Filed 2026-11-06
Vestor Capital, LLC
DECREASED
Shares5,594 from 157,833
Change-152,239 (-96%)
Value$513 (-$3.3K)
Filed 2026-11-04
BIP Wealth, LLC
INCREASED
Shares5,584 from 5,581
Change+3 (+0%)
Value$1.2M (-$133.1K)
Filed 2026-10-22
Eagle Bay Advisors LLC
INCREASED
Shares5,559 from 5,539
Change+20 (+0%)
Value$1.2M (-$128.3K)
Filed 2026-10-16
Cullen T Bankers, Inc.
DECREASED
Shares5,540 from 5,680
Change-140 (-2%)
Value$1.2M (-$167.0K)
Filed 2026-10-28
Greenwood Capital Associates LLC
DECREASED
Shares5,506 from 5,577
Change-71 (-1%)
Value$1.2M (-$149.4K)
Filed 2026-10-27
Mechanics Financial Corp
INCREASED
Shares5,491 from 5,410
Change+81 (+2%)
Value$1.2M (-$111.6K)
Filed 2026-11-05
Legacy Financial Independent Advisors LLC
INCREASED
Shares5,461 from 5,312
Change+149 (+3%)
Value$1.2M (-$94.2K)
Filed 2026-11-02
Riverwater Partners LLC
INCREASED
Shares5,445 from 5,214
Change+231 (+4%)
Value$1.2M (-$73.6K)
Filed 2026-11-03
Anderson Hoagland & Co
UNCHANGED
Shares5,442 from 5,442
Change0 (0%)
Value$1.2M (-$112.6K)
Filed 2026-10-23
RFG Advisory, LLC
INCREASED
Shares5,392 from 5,173
Change+219 (+4%)
Value$1.2M (-$75.3K)
Filed 2026-11-03
Caitong International Asset Management Co., Ltd
NEW
Shares5,390
Change+5,390
Value$1.2M
Filed 2026-10-29
Legacy Advisors, LLC
DECREASED
Shares5,304 from 9,377
Change-4,073 (-43%)
Value$1.2M (-$1.1M)
Filed 2026-10-19
Brown, Lisle Ings, Inc.
DECREASED
Shares5,276 from 5,294
Change-18 (0%)
Value$1.2M (-$130.8K)
Filed 2026-10-16
WBH Advisory Inc
UNCHANGED
Shares5,274 from 5,274
Change0 (0%)
Value$1.2M (-$126.4K)
Filed 2026-11-05
Redhawk Wealth Advisors, Inc.
DECREASED
Shares5,272 from 5,374
Change-102 (-2%)
Value$1.2M (-$151.5K)
Filed 2026-10-14
Diversified Enterprises, LLC
DECREASED
Shares5,195 from 5,270
Change-75 (-1%)
Value$1.2M (-$142.9K)
Filed 2026-10-19
Sowell Financial Services LLC
INCREASED
Shares5,190 from 4,538
Change+652 (+14%)
Value$1.2M (+$36.2K)
Filed 2026-10-23
Fourpath Capital Management, LLC
DECREASED
Shares5,110 from 5,206
Change-96 (-2%)
Value$1.1M (-$146.1K)
Filed 2026-10-19
Staley Capital Advisers Inc
UNCHANGED
Shares5,106 from 5,106
Change0 (0%)
Value$1.1M (-$122.3K)
Filed 2026-11-06
Ledgewood Wealth Advisors, LLC
UNCHANGED
Shares5,104 from 5,104
Change0 (0%)
Value$1.1M (-$122.3K)
Filed 2026-10-09
Harbor Investment Advisory, LLC
INCREASED
Shares5,093 from 4,859
Change+234 (+5%)
Value$1.1M (-$64.4K)
Filed 2026-10-13
Penobscot Investment Management Company, Inc.
UNCHANGED
Shares5,085 from 5,085
Change0 (0%)
Value$1.1M (-$121.8K)
Filed 2026-10-26
Retirement Planning Group, LLC
DECREASED
Shares5,083 from 5,564
Change-481 (-9%)
Value$1.1M (-$240.3K)
Filed 2026-10-19
Auto-Owners Insurance Co
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$1.1M (-$119.8K)
Filed 2026-10-15
Canton Hathaway, LLC
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$1.1M (-$119.8K)
Filed 2026-10-23
Pines Wealth Management, LLC
DECREASED
Shares4,967 from 5,046
Change-79 (-2%)
Value$1.1M (-$138.5K)
Filed 2026-10-21
Purkiss Capital Advisors LLC
INCREASED
Shares4,959 from 4,945
Change+14 (+0%)
Value$1.1M (-$115.5K)
Filed 2026-11-06
GC Wealth Management RIA, LLC
INCREASED
Shares4,955 from 4,494
Change+461 (+10%)
Value$1.1M (-$5.2K)
Filed 2026-11-02
Integrated Capital Management, LLC
INCREASED
Shares4,939 from 4,886
Change+53 (+1%)
Value$1.1M (-$105.3K)
Filed 2026-10-23
Breakwater Capital Group
INCREASED
Shares4,923 from 4,768
Change+155 (+3%)
Value$1.1M (-$79.8K)
Filed 2026-10-09
North Star Investment Management Corp.
UNCHANGED
Shares4,920 from 4,920
Change0 (0%)
Value$1.1M (-$117.8K)
Filed 2026-10-27
Advisor Resource Council
DECREASED
Shares4,811 from 4,986
Change-175 (-4%)
Value$1.1M (-$202.5K)
Filed 2026-11-05
Interchange Capital Partners, LLC
DECREASED
Shares4,801 from 4,907
Change-106 (-2%)
Value$1.1M (-$141.1K)
Filed 2026-10-28
Redwood Financial Network Corp
DECREASED
Shares4,788 from 5,182
Change-394 (-8%)
Value$1.1M (-$211.8K)
Filed 2026-11-03
TritonPoint Partners, LLC
DECREASED
Shares4,782 from 14,164
Change-9,382 (-66%)
Value$1.1M (-$2.4M)
Filed 2026-11-05
Fiduciary Alliance LLC
INCREASED
Shares4,760 from 4,404
Change+356 (+8%)
Value$1.1M (-$26.5K)
Filed 2026-10-13
Norden Group LLC
DECREASED
Shares4,751 from 4,798
Change-47 (-1%)
Value$1.1M (-$125.7K)
Filed 2026-10-20
Kornitzer Capital Management Inc
DECREASED
Shares4,711 from 4,982
Change-271 (-5%)
Value$1.0M (-$179.6K)
Filed 2026-11-03
RKL Wealth Management LLC
INCREASED
Shares4,705 from 4,631
Change+74 (+2%)
Value$1.0M (-$94.3K)
Filed 2026-10-16
Bank of Stockton
DECREASED
Shares4,701 from 5,361
Change-660 (-12%)
Value$1.0M (-$275.1K)
Filed 2026-10-20
Trust Point Inc.
INCREASED
Shares4,687 from 2,969
Change+1,718 (+58%)
Value$1.0M (+$310.7K)
Filed 2026-10-27
Wedbush Securities Inc
INCREASED
Shares4,656 from 4,088
Change+568 (+14%)
Value$1.0K (-$1.0M)
Filed 2026-10-22
Sanders Morris Harris LLC
NEW
Shares4,623
Change+4,623
Value$1.0M
Filed 2026-10-14
Atlas Brown,Inc.
DECREASED
Shares4,603 from 4,638
Change-35 (-1%)
Value$1.0M (-$118.9K)
Filed 2026-10-09
HUB Investment Partners, LLC
INCREASED
Shares4,593 from 3,777
Change+816 (+22%)
Value$1.0M (+$90.8K)
Filed 2026-11-03
Nicholas Hoffman & Company, Llc.
DECREASED
Shares4,575 from 5,818
Change-1,243 (-21%)
Value$1.0M (-$415.7K)
Filed 2026-10-30
D.B. Root & Company, LLC
INCREASED
Shares4,569 from 4,562
Change+7 (+0%)
Value$1.0M (-$107.7K)
Filed 2026-11-04
71 West Capital Partners
INCREASED
Shares4,554 from 4,326
Change+228 (+5%)
Value$1.0M (-$53.0K)
Filed 2026-11-04
Atwood & Palmer Inc
UNCHANGED
Shares4,546 from 4,546
Change0 (0%)
Value$1.0M (-$108.9K)
Filed 2026-10-08
SAX Wealth Advisors, LLC
INCREASED
Shares4,501 from 3,703
Change+798 (+22%)
Value$1.0M (+$229.9K)
Filed 2026-10-13
Trust Asset Management LLC
UNCHANGED
Shares4,457 from 4,457
Change0 (0%)
Value$990.6K (-$106.8K)
Filed 2026-11-03
Coquina Private Wealth LLC
UNCHANGED
Shares4,447 from 4,447
Change0 (0%)
Value$988.4K (-$106.6K)
Filed 2026-10-27
Bangor Savings Bank
INCREASED
Shares4,436 from 4,384
Change+52 (+1%)
Value$985.9K (-$93.5K)
Filed 2026-10-06
Bryn Mawr Trust Advisors, LLC
INCREASED
Shares4,431 from 4,418
Change+13 (+0%)
Value$984.9K (-$102.9K)
Filed 2026-11-04
CPA Asset Management Group, LLC
DECREASED
Shares4,354 from 4,365
Change-11 (0%)
Value$967.7K (-$107.0K)
Filed 2026-10-26
TCV Trust & Wealth Management, Inc.
INCREASED
Shares4,305 from 4,083
Change+222 (+5%)
Value$956.8K (-$48.5K)
Filed 2026-10-16
Fortem Financial Group, LLC
INCREASED
Shares4,299 from 4,191
Change+108 (+3%)
Value$955.4K (-$76.5K)
Filed 2026-10-20
CFS Investment Advisory Services, LLC
INCREASED
Shares4,250 from 4,054
Change+196 (+5%)
Value$935.7K (-$75.8K)
Filed 2026-10-19
Diversify Wealth Management, LLC
INCREASED
Shares4,199 from 3,913
Change+286 (+7%)
Value$902.6K (-$74.3K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares4,199 from 3,913
Change+286 (+7%)
Value$902.6K (-$74.3K)
Filed 2026-10-20
Aaron Wealth Advisors LLC
INCREASED
Shares4,199 from 4,125
Change+74 (+2%)
Value$933.3K (-$82.4K)
Filed 2026-10-13
Adelphi Trust Co
DECREASED
Shares4,173 from 4,238
Change-65 (-2%)
Value$927.5K (-$116.0K)
Filed 2026-10-05
Aspiriant, LLC
INCREASED
Shares4,162 from 1,162
Change+3,000 (+258%)
Value$925.0K (+$638.9K)
Filed 2026-10-16
Aljian Capital Management, LLC
DECREASED
Shares4,162 from 4,230
Change-68 (-2%)
Value$925.0K (-$116.5K)
Filed 2026-10-28
Souders Financial Advisors
DECREASED
Shares4,161 from 4,200
Change-39 (-1%)
Value$924.9K (-$109.3K)
Filed 2026-11-03
Lanark Financial, Inc.
DECREASED
Shares4,153 from 4,955
Change-802 (-16%)
Value$923.1K (-$297.1K)
Filed 2026-10-26
Manchester Capital Management LLC
DECREASED
Shares4,126 from 4,527
Change-401 (-9%)
Value$917.0K (-$197.6K)
Filed 2026-10-22
Windsor Capital Management, LLC
INCREASED
Shares4,120 from 4,112
Change+8 (+0%)
Value$915.7K (-$96.8K)
Filed 2026-10-13
Kingswood Wealth Advisors, LLC
INCREASED
Shares4,114 from 3,597
Change+517 (+14%)
Value$914.3K (+$28.7K)
Filed 2026-10-23
VestGen Advisors, LLC
DECREASED
Shares4,113 from 11,807
Change-7,694 (-65%)
Value$914.2K (-$2.0M)
Filed 2026-10-27
Consilium Wealth Advisory, LLC
INCREASED
Shares4,112 from 4,057
Change+55 (+1%)
Value$914.0K (-$85.0K)
Filed 2026-10-14
Stonebridge Financial Group, LLC
DECREASED
Shares4,109 from 4,138
Change-29 (-1%)
Value$913.2K (-$105.6K)
Filed 2026-10-01
Oak Asset Management, LLC
UNCHANGED
Shares4,106 from 4,106
Change0 (0%)
Value$912.6K (-$98.4K)
Filed 2026-10-13
Profund Advisors LLC
INCREASED
Shares4,104 from 3,798
Change+306 (+8%)
Value$912.2K (-$23.0K)
Filed 2026-10-29
Paradigm Asset Management Co LLC
DECREASED
Shares4,100 from 4,500
Change-400 (-9%)
Value$911.3K (-$196.7K)
Filed 2026-11-05
Garrett Wealth Advisory Group, LLC
DECREASED
Shares4,068 from 4,380
Change-312 (-7%)
Value$904.2K (-$174.3K)
Filed 2026-10-22
Applied Finance Capital Management, LLC
DECREASED
Shares4,067 from 4,350
Change-283 (-7%)
Value$903.9K (-$167.1K)
Filed 2026-11-03
First County Bank
DECREASED
Shares4,063 from 4,101
Change-38 (-1%)
Value$903.0K (-$106.7K)
Filed 2026-10-13
Signature Estate & Investment Advisors LLC
INCREASED
Shares4,062 from 4,010
Change+52 (+1%)
Value$902.8K (-$84.6K)
Filed 2026-10-13
San Luis Wealth Advisors LLC
DECREASED
Shares4,059 from 4,555
Change-496 (-11%)
Value$902.2K (-$219.4K)
Filed 2026-10-27
Axxcess Wealth Management, LLC
DECREASED
Shares4,056 from 7,726
Change-3,670 (-47%)
Value$901.4K (-$1.0M)
Filed 2026-10-21
PUREfi Wealth, LLC
DECREASED
Shares4,055 from 4,285
Change-230 (-5%)
Value$901.3K (-$153.8K)
Filed 2026-10-19
B. Riley Wealth Advisors, Inc.
INCREASED
Shares4,032 from 2,845
Change+1,187 (+42%)
Value$896.2K (+$194.2K)
Filed 2026-10-13
Capital Investment Advisors, LLC
INCREASED
Shares4,027 from 3,939
Change+88 (+2%)
Value$895.0K (-$74.7K)
Filed 2026-10-22
Legacy Wealth Asset Management, LLC
DECREASED
Shares4,008 from 4,109
Change-101 (-2%)
Value$890.8K (-$120.9K)
Filed 2026-10-09
Investors Research Corp
DECREASED
Shares3,983 from 4,128
Change-145 (-4%)
Value$885.3K (-$131.1K)
Filed 2026-10-07
Magnus Financial Group LLC
INCREASED
Shares3,929 from 3,308
Change+621 (+19%)
Value$873.3K (+$58.9K)
Filed 2026-10-21
Beacon Financial Advisory LLC
INCREASED
Shares3,925 from 2,661
Change+1,264 (+48%)
Value$872.4K (+$217.2K)
Filed 2026-10-16
Journey Advisory Group, LLC
UNCHANGED
Shares3,917 from 3,917
Change0 (0%)
Value$870.6K (-$93.9K)
Filed 2026-11-04
Crumly & Associates Inc.
DECREASED
Shares3,907 from 4,055
Change-148 (-4%)
Value$868.4K (-$130.1K)
Filed 2026-10-07
Valmark Advisers, Inc.
INCREASED
Shares3,905 from 3,821
Change+84 (+2%)
Value$867.9K (-$72.9K)
Filed 2026-11-06
Triangle Securities Wealth Management
DECREASED
Shares3,854 from 4,005
Change-151 (-4%)
Value$856.6K (-$129.5K)
Filed 2026-10-14
Woodward Diversified Capital, LLC
DECREASED
Shares3,832 from 3,866
Change-34 (-1%)
Value$851.8K (-$100.2K)
Filed 2026-10-21
Rockland Trust Co
DECREASED
Shares3,828 from 4,782
Change-954 (-20%)
Value$850.8K (-$326.6K)
Filed 2026-10-05
ARS Wealth Advisors Group, LLC
DECREASED
Shares3,812 from 3,909
Change-97 (-2%)
Value$847.3K (-$115.2K)
Filed 2026-10-16
Cigna Investments Inc
UNCHANGED
Shares3,794 from 3,794
Change0 (0%)
Value$843 (-$934.2K)
Filed 2026-10-19
Patrick M Sweeney & Associates, Inc
INCREASED
Shares3,782 from 3,781
Change+1 (+0%)
Value$840.6K (-$90.5K)
Filed 2026-10-22
SYM Financial Corp
INCREASED
Shares3,781 from 3,628
Change+153 (+4%)
Value$840.4K (-$52.9K)
Filed 2026-10-26
Quadcap Wealth Management, LLC
DECREASED
Shares3,762 from 4,126
Change-364 (-9%)
Value$836.2K (-$179.8K)
Filed 2026-11-02
Bison Wealth, LLC
INCREASED
Shares3,723 from 3,602
Change+121 (+3%)
Value$823.7K (-$88.3K)
Filed 2026-10-13
Sageworth Trust Co
UNCHANGED
Shares3,718 from 3,718
Change0 (0%)
Value$826.4K (-$89.1K)
Filed 2026-10-30
Wealth Preservation Advisors, LLC
INCREASED
Shares3,697 from 3,576
Change+121 (+3%)
Value$821.7K (-$58.8K)
Filed 2026-11-05
Venture Visionary Partners LLC
DECREASED
Shares3,665 from 3,690
Change-25 (-1%)
Value$814.6K (-$94.1K)
Filed 2026-10-07
B.A. Schrock Wealth Management, Inc.
NEW
Shares3,659
Change+3,659
Value$807.7K
Filed 2026-10-15
Nilsine Partners, LLC
INCREASED
Shares3,657 from 3,127
Change+530 (+17%)
Value$812.8K (+$42.9K)
Filed 2026-11-02
Cassaday & Co Wealth Management LLC
DECREASED
Shares3,627 from 3,645
Change-18 (0%)
Value$806.2K (-$91.2K)
Filed 2026-10-27
Central Pacific Bank - Trust Division
DECREASED
Shares3,610 from 5,036
Change-1,426 (-28%)
Value$802.4K (-$437.6K)
Filed 2026-10-06
Blue Trust, Inc.
DECREASED
Shares3,604 from 3,833
Change-229 (-6%)
Value$801.1K (-$142.8K)
Filed 2026-10-15
Gateway Investment Advisers LLC
INCREASED
Shares3,595 from 3,392
Change+203 (+6%)
Value$799.0K (-$36.2K)
Filed 2026-10-13
Kennebec Savings Bank
INCREASED
Shares3,590 from 3,556
Change+34 (+1%)
Value$797.9K (-$77.6K)
Filed 2026-10-22
Code Waechter LLC
DECREASED
Shares3,575 from 3,923
Change-348 (-9%)
Value$794.6K (-$171.4K)
Filed 2026-10-23
Welch Group, LLC
INCREASED
Shares3,549 from 3,015
Change+534 (+18%)
Value$788.8K (+$46.4K)
Filed 2026-10-29
Endeavor Private Wealth, Inc.
INCREASED
Shares3,547 from 3,432
Change+115 (+3%)
Value$788.3K (-$56.8K)
Filed 2026-11-05
Falcon Wealth Planning
INCREASED
Shares3,532 from 3,297
Change+235 (+7%)
Value$785.0K (-$26.8K)
Filed 2026-11-06
Almanack Investment Partners, Llc.
INCREASED
Shares3,512 from 3,420
Change+92 (+3%)
Value$780.6K (-$61.4K)
Filed 2026-11-03
InvesTrust
UNCHANGED
Shares3,510 from 3,510
Change0 (0%)
Value$780.1K (-$84.1K)
Filed 2026-10-14
Masterinvest Kapitalanlage GmbH
UNCHANGED
Shares3,509 from 3,509
Change0 (0%)
Value$779.9K (-$84.1K)
Filed 2026-11-03
Thrive Wealth Management, LLC
INCREASED
Shares3,496 from 3,200
Change+296 (+9%)
Value$776.9K (-$11.1K)
Filed 2026-10-13
Winebrenner Capital Management LLC
UNCHANGED
Shares3,494 from 3,494
Change0 (0%)
Value$776.6K (-$83.7K)
Filed 2026-10-07
Crestwood Advisors Group, LLC
INCREASED
Shares3,480 from 3,099
Change+381 (+12%)
Value$773.4K (+$10.3K)
Filed 2026-10-27
Trust Co of Vermont
DECREASED
Shares3,473 from 3,615
Change-142 (-4%)
Value$771.9K (-$118.2K)
Filed 2026-10-21
Frederick Financial Consultants, LLC
INCREASED
Shares3,462 from 3,460
Change+2 (+0%)
Value$769.5K (-$82.5K)
Filed 2026-10-29
Revolve Wealth Partners, LLC
DECREASED
Shares3,458 from 3,939
Change-481 (-12%)
Value$768.5K (-$201.3K)
Filed 2026-10-23
Net Worth Advisory Group
DECREASED
Shares3,410 from 3,992
Change-582 (-15%)
Value$752.7K (-$230.1K)
Filed 2026-10-20
Maple Capital Management, Inc.
DECREASED
Shares3,409 from 3,834
Change-425 (-11%)
Value$757.7K (-$186.3K)
Filed 2026-11-02
Fort Washington Investment Advisors Inc
DECREASED
Shares3,404 from 3,424
Change-20 (-1%)
Value$756.7K (-$86.3K)
Filed 2026-10-15
Cidel Asset Management Inc
UNCHANGED
Shares3,401 from 3,401
Change0 (0%)
Value$755.9K (-$81.5K)
Filed 2026-10-29
Grove Bank & Trust
DECREASED
Shares3,379 from 4,721
Change-1,342 (-28%)
Value$751.0K (-$411.4K)
Filed 2026-10-08
Excalibur Management Corp
INCREASED
Shares3,352 from 3,333
Change+19 (+1%)
Value$745.0K (-$75.6K)
Filed 2026-11-02
Westover Capital Advisors, LLC
INCREASED
Shares3,333 from 2,809
Change+524 (+19%)
Value$740.8K (+$49.2K)
Filed 2026-10-26
3Chopt Investment Partners, LLC
INCREASED
Shares3,309 from 2,464
Change+845 (+34%)
Value$735.5K (+$128.8K)
Filed 2026-10-30
CWA Asset Management Group, LLC
DECREASED
Shares3,305 from 3,339
Change-34 (-1%)
Value$734.6K (-$87.6K)
Filed 2026-10-19
Greenfield Savings Bank
DECREASED
Shares3,300 from 3,337
Change-37 (-1%)
Value$733.5K (-$88.2K)
Filed 2026-10-07
Avidian Wealth Enterprises, LLC
INCREASED
Shares3,290 from 3,096
Change+194 (+6%)
Value$731.3K (-$31.1K)
Filed 2026-10-08
BG Investment Services, LLC
NEW
Shares3,284
Change+3,284
Value$729.9K
Filed 2026-10-23
Koshinski Asset Management, Inc.
INCREASED
Shares3,279 from 3,240
Change+39 (+1%)
Value$728.8K (-$68.9K)
Filed 2026-10-29
LVM Capital Management LTD
UNCHANGED
Shares3,267 from 3,267
Change0 (0%)
Value$726.1K (+$725.3K)
Filed 2026-10-20
Capital Investment Advisory Services, LLC
DECREASED
Shares3,259 from 3,698
Change-439 (-12%)
Value$726.1K (-$184.4K)
Filed 2026-10-30
MQS Management LLC
NEW
Shares3,228
Change+3,228
Value$717.5K
Filed 2026-11-06
FSM Wealth Advisors, LLC
DECREASED
Shares3,206 from 3,211
Change-5 (0%)
Value$704.2K (-$86.4K)
Filed 2026-10-27
Golden Reserve Retirement LLC
INCREASED
Shares3,200 from 2,580
Change+620 (+24%)
Value$711.2K (+$75.9K)
Filed 2026-11-02
Emprise Bank
DECREASED
Shares3,185 from 3,255
Change-70 (-2%)
Value$707.9K (-$93.5K)
Filed 2026-10-07
OmniStar Financial Group, Inc.
DECREASED
Shares3,183 from 3,623
Change-440 (-12%)
Value$707.5K (-$184.6K)
Filed 2026-10-26
Essential Partners LLC
UNCHANGED
Shares3,119 from 3,119
Change0 (0%)
Value$693.2K (-$74.7K)
Filed 2026-10-14
Graves Light Lenhart Wealth, Inc.
DECREASED
Shares3,108 from 3,598
Change-490 (-14%)
Value$690.7K (-$195.1K)
Filed 2026-10-09
Yankcom Partnership
INCREASED
Shares3,091 from 2,970
Change+121 (+4%)
Value$687.0K (-$44.3K)
Filed 2026-10-15
Marathon Mission, Inc.
INCREASED
Shares3,079 from 2,999
Change+80 (+3%)
Value$684.3K (-$54.1K)
Filed 2026-10-01
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares3,076 from 3,592
Change-516 (-14%)
Value$683.7K (-$200.8K)
Filed 2026-10-13
Univest Financial Corp
DECREASED
Shares3,072 from 3,272
Change-200 (-6%)
Value$682.8K (-$122.9K)
Filed 2026-11-05
USA Financial Formulas
NEW
Shares3,065
Change+3,065
Value$681.2K
Filed 2026-10-16
Abel Hall, LLC
INCREASED
Shares3,055 from 3,022
Change+33 (+1%)
Value$678.9K (-$65.1K)
Filed 2026-10-19
Guardian Asset Advisors, LLC
UNCHANGED
Shares3,047 from 3,047
Change0 (0%)
Value$677.1K (-$73.0K)
Filed 2026-10-16
Wilkins Investment Counsel Inc
UNCHANGED
Shares3,040 from 3,040
Change0 (0%)
Value$675.7K (-$72.8K)
Filed 2026-11-03
Santori & Peters, Inc.
INCREASED
Shares3,032 from 3,015
Change+17 (+1%)
Value$673.9K (-$68.5K)
Filed 2026-10-26
Hoey Investments, Inc
UNCHANGED
Shares3,020 from 3,020
Change0 (0%)
Value$671.2K (-$72.4K)
Filed 2026-10-29
Frank, Rimerman Advisors LLC
UNCHANGED
Shares2,995 from 2,995
Change0 (0%)
Value$665.7K (-$71.8K)
Filed 2026-10-16
Forbes J M & Co LLP
UNCHANGED
Shares2,985 from 2,985
Change0 (0%)
Value$663.4K (-$71.5K)
Filed 2026-10-16
MB, Levis & Associates, LLC
INCREASED
Shares2,982 from 2,740
Change+242 (+9%)
Value$662.8K (-$11.7K)
Filed 2026-10-16
Cornerstone Wealth Management, LLC
DECREASED
Shares2,967 from 3,044
Change-77 (-3%)
Value$659.5K (-$90.1K)
Filed 2026-11-04
Ipsen Advisor Group LLC
DECREASED
Shares2,963 from 2,969
Change-6 (0%)
Value$658.6K (-$72.5K)
Filed 2026-10-29
Hapanowicz & Associates Financial Services, Inc
UNCHANGED
Shares2,949 from 2,949
Change0 (0%)
Value$655.4K (-$70.7K)
Filed 2026-10-29
Steph & Co
DECREASED
Shares2,941 from 2,958
Change-17 (-1%)
Value$653.7K (-$74.7K)
Filed 2026-10-07
Platform Technology Partners
INCREASED
Shares2,919 from 2,899
Change+20 (+1%)
Value$648.8K (-$65.0K)
Filed 2026-11-02
Foster Victor Wealth Advisors, LLC
INCREASED
Shares2,911 from 2,887
Change+24 (+1%)
Value$629.4K (-$97.8K)
Filed 2026-10-21
Caldwell Trust Co
INCREASED
Shares2,907 from 2,652
Change+255 (+10%)
Value$646.1K (-$6.9K)
Filed 2026-10-30
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares2,886 from 3,210
Change-324 (-10%)
Value$641.4K (-$148.9K)
Filed 2026-10-07
Concord Wealth Partners
DECREASED
Shares2,886 from 2,889
Change-3 (0%)
Value$641.4K (-$69.9K)
Filed 2026-11-02
Armstrong, Fleming & Moore, Inc
DECREASED
Shares2,864 from 2,886
Change-22 (-1%)
Value$636.6K (-$74.0K)
Filed 2026-10-28
First Citizens Financial Corp
UNCHANGED
Shares2,850 from 2,850
Change0 (0%)
Value$633.4K (-$68.3K)
Filed 2026-10-02
Schear Investment Advisers, LLC
DECREASED
Shares2,834 from 12,416
Change-9,582 (-77%)
Value$630.0K (-$2.4M)
Filed 2026-10-14
Tempo Wealth, LLC
INCREASED
Shares2,834 from 2,807
Change+27 (+1%)
Value$630.0K (-$61.2K)
Filed 2026-10-14
Lighthouse Financial Services Inc
DECREASED
Shares2,810 from 2,824
Change-14 (0%)
Value$624.5K (-$86.0K)
Filed 2026-11-02
Grey Fox Wealth Advisors, LLC
INCREASED
Shares2,809 from 2,665
Change+144 (+5%)
Value$624.4K (-$31.9K)
Filed 2026-11-03
Claro Advisors Inc.
INCREASED
Shares2,787 from 2,361
Change+426 (+18%)
Value$619.4K (+$38.1K)
Filed 2026-11-02
Stone House Investment Management, LLC
DECREASED
Shares2,775 from 2,802
Change-27 (-1%)
Value$616.9K (-$73.1K)
Filed 2026-10-23
BAR Harbor Wealth Management
INCREASED
Shares2,747 from 2,728
Change+19 (+1%)
Value$610.5K (-$61.1K)
Filed 2026-10-21
Financial Management Professionals, Inc.
DECREASED
Shares2,731 from 2,828
Change-97 (-3%)
Value$607.1K (-$89.3K)
Filed 2026-10-23
NBH Bank
INCREASED
Shares2,727 from 2,556
Change+171 (+7%)
Value$606.1K (-$23.2K)
Filed 2026-11-05
Cullinan Associates Inc
UNCHANGED
Shares2,725 from 2,725
Change0 (0%)
Value$605.7K (-$65.3K)
Filed 2026-11-03
Mountain Pacific Investment Advisers LLC
DECREASED
Shares2,719 from 2,734
Change-15 (-1%)
Value$604.3K (-$68.8K)
Filed 2026-10-29
Boothe Investment Group, Inc.
UNCHANGED
Shares2,702 from 2,702
Change0 (0%)
Value$600.5K (-$64.7K)
Filed 2026-10-22
Leeward Financial Partners, LLC
UNCHANGED
Shares2,696 from 2,696
Change0 (0%)
Value$599.2K (-$64.6K)
Filed 2026-10-23
Winthrop Capital Management, LLC
INCREASED
Shares2,693 from 2,684
Change+9 (+0%)
Value$598.6K (-$62.4K)
Filed 2026-11-05
SVB Wealth LLC
DECREASED
Shares2,686 from 2,797
Change-111 (-4%)
Value$597.0K (-$91.7K)
Filed 2026-11-06
Rossmore Private Capital
INCREASED
Shares2,683 from 2,483
Change+200 (+8%)
Value$596.3K (-$15.0K)
Filed 2026-10-27
Laurel OAK Wealth Management, LLC
INCREASED
Shares2,663 from 2,576
Change+87 (+3%)
Value$591.9K (-$42.4K)
Filed 2026-10-19
Goldstein Advisors, LLC
INCREASED
Shares2,646 from 2,642
Change+4 (+0%)
Value$588.1K (-$62.4K)
Filed 2026-10-15
Legacy Capital Wealth Partners, LLC
DECREASED
Shares2,640 from 3,766
Change-1,126 (-30%)
Value$586.8K (-$340.4K)
Filed 2026-10-21
Dorato Capital Management
INCREASED
Shares2,633 from 2,588
Change+45 (+2%)
Value$573.3K (-$78.7K)
Filed 2026-10-08
D'Orazio & Associates, Inc.
INCREASED
Shares2,628 from 2,610
Change+18 (+1%)
Value$584.0K (-$58.6K)
Filed 2026-11-04
Davis Investment Partners, LLC
INCREASED
Shares2,624 from 2,248
Change+376 (+17%)
Value$583.3K (+$29.8K)
Filed 2026-11-05
Plancorp, LLC
INCREASED
Shares2,622 from 1,002
Change+1,620 (+162%)
Value$597.4K (+$344.1K)
Filed 2026-11-03
Gryphon Financial Partners LLC
INCREASED
Shares2,622 from 2,139
Change+483 (+23%)
Value$582.8K (+$56.2K)
Filed 2026-11-04
Mlp3, LLC
DECREASED
Shares2,621 from 2,623
Change-2 (0%)
Value$582.5K (-$63.4K)
Filed 2026-10-22
PW Nova Financial Services LLC
UNCHANGED
Shares2,611 from 2,611
Change0 (0%)
Value$580.2K (-$62.5K)
Filed 2026-10-15
Alta Advisers Ltd
INCREASED
Shares2,603 from 1,370
Change+1,233 (+90%)
Value$578.5K (+$241.2K)
Filed 2026-11-02
ProVise Management Group, LLC
INCREASED
Shares2,601 from 2,201
Change+400 (+18%)
Value$578.1K (+$36.2K)
Filed 2026-11-06
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares2,595 from 2,567
Change+28 (+1%)
Value$576.7K (-$55.3K)
Filed 2026-10-27
CoreCap Advisors, LLC
INCREASED
Shares2,585 from 2,501
Change+84 (+3%)
Value$574.7K (-$41.1K)
Filed 2026-10-08
Waldron Private Wealth LLC
DECREASED
Shares2,575 from 3,014
Change-439 (-15%)
Value$572.4K (-$169.6K)
Filed 2026-11-02
Eddie Patel Inc
INCREASED
Shares2,573 from 1,753
Change+820 (+47%)
Value$572.0K (+$140.3K)
Filed 2026-11-02
Seelaus Asset Management LLC
DECREASED
Shares2,538 from 2,612
Change-74 (-3%)
Value$564.2K (-$78.9K)
Filed 2026-10-14
Tiller Private Wealth, Inc.
DECREASED
Shares2,536 from 3,336
Change-800 (-24%)
Value$563.7K (-$257.7K)
Filed 2026-10-26
Marathon Capital Management
DECREASED
Shares2,528 from 2,581
Change-53 (-2%)
Value$561.9K (-$73.7K)
Filed 2026-10-23
Supplemental Annuity Collective Trust of NJ
DECREASED
Shares2,524 from 2,576
Change-52 (-2%)
Value$561.0K (-$73.3K)
Filed 2026-11-02
Hanson & Doremus Investment Management
INCREASED
Shares2,501 from 1,751
Change+750 (+43%)
Value$556 (-$430.4K)
Filed 2026-10-16
Ignite Planners, LLC
INCREASED
Shares2,501 from 2,316
Change+185 (+8%)
Value$561.9K (-$8.9K)
Filed 2026-10-14
Lynx Investment Advisory
DECREASED
Shares2,498 from 4,537
Change-2,039 (-45%)
Value$555.0K (-$561.9K)
Filed 2026-10-27
Letson Investment Management, Inc.
UNCHANGED
Shares2,485 from 2,485
Change0 (0%)
Value$552.3K (-$59.5K)
Filed 2026-11-05
Tompkins Financial Corp
UNCHANGED
Shares2,483 from 2,483
Change0 (0%)
Value$551.9K (-$59.5K)
Filed 2026-10-05
Miller Financial Services LLC
UNCHANGED
Shares2,472 from 2,472
Change0 (0%)
Value$549.4K (-$59.2K)
Filed 2026-10-20
Taylor Securities Services, Inc.
UNCHANGED
Shares2,457 from 2,457
Change0 (0%)
Value$546.1K (-$58.9K)
Filed 2026-10-20
Avantax Planning Partners, Inc.
DECREASED
Shares2,449 from 2,572
Change-123 (-5%)
Value$544.3K (-$89.0K)
Filed 2026-11-03
Commonwealth Retirement Investments LLC
UNCHANGED
Shares2,446 from 2,446
Change0 (0%)
Value$543.7K (-$58.6K)
Filed 2026-10-26
Evansbrook LLC
UNCHANGED
Shares2,442 from 2,442
Change0 (0%)
Value$542.8K (-$58.5K)
Filed 2026-10-16
Chapin Davis, Inc.
DECREASED
Shares2,433 from 2,443
Change-10 (0%)
Value$540.8K (-$60.8K)
Filed 2026-10-09
Mitchell & Pahl Private Wealth, LLC
DECREASED
Shares2,425 from 2,440
Change-15 (-1%)
Value$539.0K (-$61.8K)
Filed 2026-10-14
Robertson Stephens Wealth Management, LLC
INCREASED
Shares2,420 from 1,680
Change+740 (+44%)
Value$537.8K (+$124.1K)
Filed 2026-10-16
Juncture Wealth Strategies, LLC
DECREASED
Shares2,410 from 2,509
Change-99 (-4%)
Value$535.7K (-$82.1K)
Filed 2026-10-06
Howard Capital Management, LLC
DECREASED
Shares2,379 from 2,405
Change-26 (-1%)
Value$528.8K (-$63.4K)
Filed 2026-10-16
Anchyra Partners LLC
DECREASED
Shares2,377 from 2,423
Change-46 (-2%)
Value$528.3K (-$68.3K)
Filed 2026-10-13
waypoint wealth counsel
INCREASED
Shares2,359 from 2,287
Change+72 (+3%)
Value$524.3K (-$38.8K)
Filed 2026-10-22
Baker Ellis Asset Management LLC
UNCHANGED
Shares2,345 from 2,345
Change0 (0%)
Value$521.2K (-$56.2K)
Filed 2026-10-14
Lantz Financial LLC
INCREASED
Shares2,332 from 2,295
Change+37 (+2%)
Value$518.3K (-$46.8K)
Filed 2026-10-15
PKS Advisory Services, LLC
UNCHANGED
Shares2,328 from 2,328
Change0 (0%)
Value$573.0K ($0)
Filed 2026-10-26
Hudock, Inc.
UNCHANGED
Shares2,319 from 2,319
Change0 (0%)
Value$515.6K (-$55.6K)
Filed 2026-10-14
Asset One Wealth Management LLC
NEW
Shares2,316
Change+2,316
Value$514.8K
Filed 2026-11-02
Angeles Wealth Management, LLC
DECREASED
Shares2,314 from 2,352
Change-38 (-2%)
Value$514.3K (-$64.8K)
Filed 2026-10-26
Nemes Rush Group LLC
INCREASED
Shares2,310 from 2,301
Change+9 (+0%)
Value$513.3K (-$53.2K)
Filed 2026-11-04
Facet Wealth, Inc.
INCREASED
Shares2,294 from 2,063
Change+231 (+11%)
Value$509.9K (+$1.9K)
Filed 2026-11-04
Teamwork Financial Advisors, LLC
DECREASED
Shares2,285 from 53,860
Change-51,575 (-96%)
Value$507.9K (-$12.8M)
Filed 2026-10-19
VAN Strum & Towne Inc.
UNCHANGED
Shares2,277 from 2,277
Change0 (0%)
Value$506.1K (-$54.6K)
Filed 2026-11-06
Mccarter Private Wealth Services LLC
DECREASED
Shares2,273 from 2,292
Change-19 (-1%)
Value$505.2K (-$59.1K)
Filed 2026-10-22
Institute for Wealth Management, Llc.
DECREASED
Shares2,263 from 2,284
Change-21 (-1%)
Value$502.9K (-$59.4K)
Filed 2026-11-06
Monarch Capital Management Inc
DECREASED
Shares2,234 from 2,264
Change-30 (-1%)
Value$496.5K (-$60.9K)
Filed 2026-10-19
Mission Wealth Management, LP
DECREASED
Shares2,229 from 8,763
Change-6,534 (-75%)
Value$495.5K (-$1.7M)
Filed 2026-10-15
Essex Bank
UNCHANGED
Shares2,224 from 2,224
Change0 (0%)
Value$494.3K (-$53.3K)
Filed 2026-10-16
Allegiance Financial Group Advisory Services LLC
INCREASED
Shares2,223 from 2,059
Change+164 (+8%)
Value$494.1K (-$12.9K)
Filed 2026-11-02
Personal CFO Solutions, LLC
DECREASED
Shares2,216 from 2,627
Change-411 (-16%)
Value$492.5K (-$154.3K)
Filed 2026-11-06
Keudell ison Wealth Management
DECREASED
Shares2,216 from 2,381
Change-165 (-7%)
Value$492.5K (-$93.7K)
Filed 2026-10-16
KFG Wealth Management, LLC
INCREASED
Shares2,216 from 2,171
Change+45 (+2%)
Value$492.6K (-$41.9K)
Filed 2026-10-16
Parkside Financial Bank & Trust
INCREASED
Shares2,216 from 2,209
Change+7 (+0%)
Value$492.5K (-$51.4K)
Filed 2026-10-27
Olympiad Research LP
NEW
Shares2,213
Change+2,213
Value$491.9K
Filed 2026-11-04
Curbstone Financial Management Corp
UNCHANGED
Shares2,208 from 2,208
Change0 (0%)
Value$490.8K (-$52.9K)
Filed 2026-10-21
Opus Capital Group, LLC
INCREASED
Shares2,197 from 2,177
Change+20 (+1%)
Value$488 (-$535.5K)
Filed 2026-10-30
Smith Chas P & Associates PA Cpas
DECREASED
Shares2,190 from 2,615
Change-425 (-16%)
Value$476.2K (-$167.8K)
Filed 2026-10-22
Fiduciary Financial Group, LLC
DECREASED
Shares2,188 from 2,205
Change-17 (-1%)
Value$486.3K (-$56.6K)
Filed 2026-10-13
Portside Wealth Group, LLC
DECREASED
Shares2,181 from 2,220
Change-39 (-2%)
Value$484.8K (-$61.8K)
Filed 2026-10-20
Avestar Capital, LLC
DECREASED
Shares2,170 from 2,202
Change-32 (-1%)
Value$482.3K (-$59.8K)
Filed 2026-10-28
McGlone Suttner Wealth Management, Inc.
INCREASED
Shares2,154 from 2,101
Change+53 (+3%)
Value$478.7K (-$38.5K)
Filed 2026-10-13
Smithbridge Asset Management Inc
DECREASED
Shares2,138 from 2,198
Change-60 (-3%)
Value$475.2K (-$66.0K)
Filed 2026-10-19
QTR Family Wealth, LLC
DECREASED
Shares2,138 from 2,163
Change-25 (-1%)
Value$475.2K (-$57.4K)
Filed 2026-11-02
Elyxium Wealth, LLC
UNCHANGED
Shares2,122 from 2,122
Change0 (0%)
Value$471.7K (-$50.8K)
Filed 2026-10-27
Procyon Advisors, LLC
DECREASED
Shares2,113 from 2,138
Change-25 (-1%)
Value$469.6K (-$56.8K)
Filed 2026-10-21
Shepherd Financial Partners LLC
DECREASED
Shares2,102 from 2,211
Change-109 (-5%)
Value$467.2K (-$77.1K)
Filed 2026-11-03
Merrion Investment Management Co, LLC
UNCHANGED
Shares2,100 from 2,100
Change0 (0%)
Value$466.7K (-$50.3K)
Filed 2026-10-16
Jefferies Financial Group Inc.
DECREASED
Shares2,093 from 11,415
Change-9,322 (-82%)
Value$465.2K (-$2.3M)
Filed 2026-11-05
Portfolio Design Labs, LLC
INCREASED
Shares2,085 from 2,069
Change+16 (+1%)
Value$463.4K (-$46.0K)
Filed 2026-11-04
Symphony Financial, Ltd. Co.
DECREASED
Shares2,079 from 2,345
Change-266 (-11%)
Value$462.3K (-$115.2K)
Filed 2026-10-22
Mill Capital Management, LLC
UNCHANGED
Shares2,076 from 2,076
Change0 (0%)
Value$461.4K (-$49.7K)
Filed 2026-10-26
LJI Wealth Management, LLC
INCREASED
Shares2,074 from 2,039
Change+35 (+2%)
Value$461.0K (-$41.0K)
Filed 2026-10-28
Conrad Siegel Investment Advisors, Inc.
INCREASED
Shares2,062 from 2,060
Change+2 (+0%)
Value$458.3K (-$48.9K)
Filed 2026-10-08
Ascent Wealth Partners, LLC
UNCHANGED
Shares2,058 from 2,058
Change0 (0%)
Value$457.4K (-$49.3K)
Filed 2026-10-23
United Bank
INCREASED
Shares2,057 from 2,052
Change+5 (+0%)
Value$457.2K (-$48.1K)
Filed 2026-11-06
City Holding Co
UNCHANGED
Shares2,056 from 2,056
Change0 (0%)
Value$457.0K (-$49.3K)
Filed 2026-10-19
MBL Wealth, LLC
INCREASED
Shares2,053 from 1,043
Change+1,010 (+97%)
Value$456.3K (+$199.5K)
Filed 2026-10-22
Asset Dedication, LLC
INCREASED
Shares2,049 from 2,026
Change+23 (+1%)
Value$455.5K (-$43.3K)
Filed 2026-11-03
DMC Group, LLC
UNCHANGED
Shares2,038 from 2,038
Change0 (0%)
Value$453.0K (-$48.8K)
Filed 2026-10-26
International Assets Investment Management, LLC
DECREASED
Shares2,037 from 2,471
Change-434 (-18%)
Value$449.7K (-$172.1K)
Filed 2026-11-02
Grant Street Asset Management, Inc.
DECREASED
Shares2,037 from 2,043
Change-6 (0%)
Value$452.8K (-$50.3K)
Filed 2026-10-26
First Financial Bank - Trust Division
DECREASED
Shares2,032 from 2,035
Change-3 (0%)
Value$451.6K (-$49.4K)
Filed 2026-10-01
Northwest Wealth Management, LLC
UNCHANGED
Shares2,026 from 2,026
Change0 (0%)
Value$450.3K (-$48.5K)
Filed 2026-10-30
IVC Wealth Advisors LLC
DECREASED
Shares2,024 from 2,110
Change-86 (-4%)
Value$449.9K (-$69.7K)
Filed 2026-10-23
Sigma Planning Corp
INCREASED
Shares2,007 from 1,834
Change+173 (+9%)
Value$445.3K (-$6.4K)
Filed 2026-10-23
Old National Bancorp
INCREASED
Shares2,006 from 2,000
Change+6 (+0%)
Value$445.9K (-$46.6K)
Filed 2026-10-20
Asahi Life Asset Management Co., Ltd.
DECREASED
Shares2,003 from 2,019
Change-16 (-1%)
Value$445.2K (-$51.9K)
Filed 2026-11-06
Riversedge Advisors, LLC
INCREASED
Shares2,001 from 1,872
Change+129 (+7%)
Value$444.7K (-$16.2K)
Filed 2026-10-09
Traynor Capital Management, Inc.
INCREASED
Shares1,969 from 1,947
Change+22 (+1%)
Value$437.6K (-$41.7K)
Filed 2026-10-29
PDS Planning, Inc
INCREASED
Shares1,959 from 1,938
Change+21 (+1%)
Value$435.4K (-$41.8K)
Filed 2026-11-03
Townsend & Associates, Inc
DECREASED
Shares1,953 from 2,308
Change-355 (-15%)
Value$424.6K (-$152.8K)
Filed 2026-10-23
KCM Investment Advisors LLC
UNCHANGED
Shares1,953 from 1,953
Change0 (0%)
Value$434.1K (-$46.8K)
Filed 2026-10-27
Carson Advisory Inc.
DECREASED
Shares1,950 from 2,049
Change-99 (-5%)
Value$433.5K (-$71.1K)
Filed 2026-11-06
Valley National Advisers Inc
INCREASED
Shares1,942 from 1,941
Change+1 (+0%)
Value$431.7K (-$46.3K)
Filed 2026-10-23
S-Bank Fund Management Ltd
INCREASED
Shares1,936 from 1,842
Change+94 (+5%)
Value$430.3K (-$23.2K)
Filed 2026-11-06
Powers Advisory Group, LLC
INCREASED
Shares1,932 from 1,920
Change+12 (+1%)
Value$429.5K (-$43.3K)
Filed 2026-10-14
Northern Financial Advisors Inc
INCREASED
Shares1,931 from 1,930
Change+1 (+0%)
Value$429.3K (-$46.0K)
Filed 2026-10-29
R Squared Ltd
NEW
Shares1,926
Change+1,926
Value$428.1K
Filed 2026-11-06
Patton Albertson Miller Group, LLC
DECREASED
Shares1,923 from 1,925
Change-2 (0%)
Value$427.4K (-$46.6K)
Filed 2026-10-26
Shore Point Advisors, LLC
NEW
Shares1,920
Change+1,920
Value$426.8K
Filed 2026-10-14
Wiregrass Investment Management LLC
INCREASED
Shares1,911 from 1,883
Change+28 (+1%)
Value$424.7K (-$39.0K)
Filed 2026-11-05
Flagship Harbor Advisors, LLC
INCREASED
Shares1,897 from 1,894
Change+3 (+0%)
Value$421.6K (-$44.7K)
Filed 2026-10-26
Turtle Creek Wealth Advisors, LLC
INCREASED
Shares1,891 from 1,819
Change+72 (+4%)
Value$420.3K (-$27.6K)
Filed 2026-10-15
Triad Wealth Partners, LLC
DECREASED
Shares1,891 from 1,962
Change-71 (-4%)
Value$420.4K (-$73.5K)
Filed 2026-10-26
Csenge Advisory Group
INCREASED
Shares1,889 from 974
Change+915 (+94%)
Value$419.9K (+$180.0K)
Filed 2026-11-04
Symmetry Partners, LLC
INCREASED
Shares1,888 from 1,800
Change+88 (+5%)
Value$419.7K (-$23.6K)
Filed 2026-10-27
Moody Lynn Lieberson & Walker, LLC
UNCHANGED
Shares1,885 from 1,885
Change0 (0%)
Value$419.0K (-$45.2K)
Filed 2026-10-14
Strategic Blueprint, LLC
INCREASED
Shares1,881 from 1,782
Change+99 (+6%)
Value$418.0K (-$20.8K)
Filed 2026-10-22
Onyx Bridge Wealth Group LLC
DECREASED
Shares1,874 from 2,156
Change-282 (-13%)
Value$416.6K (-$114.3K)
Filed 2026-10-16
Heritage Investors Management Corp
UNCHANGED
Shares1,865 from 1,865
Change0 (0%)
Value$415 (-$458.6K)
Filed 2026-10-29
Americana Partners, LLC
INCREASED
Shares1,859 from 1,705
Change+154 (+9%)
Value$413.2K (-$6.6K)
Filed 2026-10-28
Gill Capital Partners, LLC
INCREASED
Shares1,858 from 1,724
Change+134 (+8%)
Value$413.0K (-$11.5K)
Filed 2026-10-13
Aprio Wealth Management, LLC
INCREASED
Shares1,854 from 1,572
Change+282 (+18%)
Value$412.0K (+$25.0K)
Filed 2026-10-28
Larry Mathis Financial Planning, LLC
DECREASED
Shares1,842 from 1,915
Change-73 (-4%)
Value$409.4K (-$62.1K)
Filed 2026-10-26
First City Capital Management, Inc.
INCREASED
Shares1,835 from 1,812
Change+23 (+1%)
Value$407.8K (-$38.3K)
Filed 2026-10-27
Bare Financial Services, Inc
INCREASED
Shares1,829 from 1,828
Change+1 (+0%)
Value$406.6K (-$43.5K)
Filed 2026-11-04
Prudent Man Investment Management, Inc.
UNCHANGED
Shares1,825 from 1,825
Change0 (0%)
Value$405.6K (+$24.7K)
Filed 2026-11-03
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED
Shares1,822 from 1,847
Change-25 (-1%)
Value$405.0K (-$49.8K)
Filed 2026-10-23
M Holdings Securities, Inc.
NEW
Shares1,820
Change+1,820
Value$419
Filed 2026-11-03
Regent Peak Wealth Advisors LLC
INCREASED
Shares1,806 from 1,765
Change+41 (+2%)
Value$401.4K (-$33.2K)
Filed 2026-10-13
Central Bank & Trust Co
UNCHANGED
Shares1,805 from 1,805
Change0 (0%)
Value$401.2K (-$43.2K)
Filed 2026-10-09
First Command Advisory Services, Inc.
INCREASED
Shares1,799 from 1,584
Change+215 (+14%)
Value$399.8K (+$9.8K)
Filed 2026-11-05
Childress Capital Advisors, LLC
INCREASED
Shares1,776 from 1,681
Change+95 (+6%)
Value$394.7K (-$19.2K)
Filed 2026-10-28
Park Edge Advisors, LLC
INCREASED
Shares1,776 from 1,747
Change+29 (+2%)
Value$394.7K (-$35.4K)
Filed 2026-10-28
High Net Worth Advisory Group LLC
UNCHANGED
Shares1,773 from 1,773
Change0 (0%)
Value$394.1K (-$42.5K)
Filed 2026-10-26
Teza Capital Management LLC
INCREASED
Shares1,770 from 821
Change+949 (+116%)
Value$393.4K (+$191.3K)
Filed 2026-10-23
Baker Tilly Wealth Management, LLC
DECREASED
Shares1,768 from 1,851
Change-83 (-4%)
Value$393.0K (-$62.7K)
Filed 2026-10-05
Catalyst Financial Partners LLC
INCREASED
Shares1,762 from 1,738
Change+24 (+1%)
Value$391.6K (-$36.3K)
Filed 2026-11-06
Enterprise Financial Services Corp
DECREASED
Shares1,761 from 2,022
Change-261 (-13%)
Value$391.4K (-$106.5K)
Filed 2026-11-03
Advisor OS, LLC
INCREASED
Shares1,756 from 1,203
Change+553 (+46%)
Value$390.3K (+$94.1K)
Filed 2026-11-03
Genesis Private Wealth, LLC
UNCHANGED
Shares1,755 from 1,755
Change0 (0%)
Value$390.2K (-$42.1K)
Filed 2026-11-02
Argentarii, LLC
INCREASED
Shares1,749 from 1,745
Change+4 (+0%)
Value$388.7K (-$54.9K)
Filed 2026-10-28
Jamison Private Wealth Management, Inc.
INCREASED
Shares1,738 from 1,631
Change+107 (+7%)
Value$386.3K (-$15.2K)
Filed 2026-10-14
Capstone Wealth Management, LLC
DECREASED
Shares1,730 from 1,762
Change-32 (-2%)
Value$384.5K (-$49.3K)
Filed 2026-11-02
Dodds Wealth, LLC
UNCHANGED
Shares1,723 from 1,723
Change0 (0%)
Value$383.0K (-$41.3K)
Filed 2026-11-02
Viewpoint Capital Management LLC
INCREASED
Shares1,710 from 1,210
Change+500 (+41%)
Value$380.1K (+$82.1K)
Filed 2026-10-27
BankPlus Wealth Management LLC
INCREASED
Shares1,704 from 1,554
Change+150 (+10%)
Value$379.2K (-$3.7K)
Filed 2026-10-13
Earned Wealth Advisors, LLC
INCREASED
Shares1,693 from 1,255
Change+438 (+35%)
Value$376.3K (+$67.3K)
Filed 2026-11-06
AmeriServ Wealth Advisors
DECREASED
Shares1,681 from 2,337
Change-656 (-28%)
Value$373.6K (-$201.8K)
Filed 2026-10-21
Princeton Capital Management LLC
UNCHANGED
Shares1,681 from 1,681
Change0 (0%)
Value$373.6K (-$40.3K)
Filed 2026-10-27
Summit Wealth Group LLC / Co
INCREASED
Shares1,677 from 1,160
Change+517 (+45%)
Value$372.6K (+$86.9K)
Filed 2026-10-29
Intrua Financial, LLC
INCREASED
Shares1,668 from 1,661
Change+7 (+0%)
Value$370.6K (-$38.3K)
Filed 2026-10-28
AA Financial Advisors, LLC
INCREASED
Shares1,663 from 1,603
Change+60 (+4%)
Value$369.6K (-$25.1K)
Filed 2026-10-19
Entrust Financial LLC
UNCHANGED
Shares1,663 from 1,663
Change0 (0%)
Value$369.6K (-$39.8K)
Filed 2026-11-04
Gibbs Wealth Management
INCREASED
Shares1,662 from 1,488
Change+174 (+12%)
Value$369.4K (+$2.9K)
Filed 2026-10-22
Baron Wealth Management LLC
DECREASED
Shares1,660 from 1,668
Change-8 (0%)
Value$368.9K (-$41.9K)
Filed 2026-10-27
Naples Global Advisors, LLC
INCREASED
Shares1,649 from 1,646
Change+3 (+0%)
Value$366.4K (-$38.9K)
Filed 2026-11-05
Root Financial Partners, LLC
DECREASED
Shares1,644 from 1,702
Change-58 (-3%)
Value$365.4K (-$53.7K)
Filed 2026-10-21
Franklin Street Advisors Inc
DECREASED
Shares1,643 from 2,898
Change-1,255 (-43%)
Value$365.2K (-$348.4K)
Filed 2026-10-13
Wealth Management Partners, LLC
DECREASED
Shares1,633 from 1,947
Change-314 (-16%)
Value$363.0K (-$116.4K)
Filed 2026-10-21
CRA Financial Services, LLC
INCREASED
Shares1,614 from 1,610
Change+4 (+0%)
Value$358.6K (-$37.9K)
Filed 2026-10-16
Mainsail Asset Management, LLC
DECREASED
Shares1,613 from 2,143
Change-530 (-25%)
Value$355.1K (-$186.8K)
Filed 2026-10-14
Pinnacle Bancorp, Inc.
INCREASED
Shares1,604 from 1,545
Change+59 (+4%)
Value$356.5K (-$23.9K)
Filed 2026-10-21
Kaufman Rossin Wealth, LLC
INCREASED
Shares1,586 from 1,358
Change+228 (+17%)
Value$352.5K (+$11.8K)
Filed 2026-10-19
Stewardship Advisors, LLC
DECREASED
Shares1,579 from 1,608
Change-29 (-2%)
Value$350.9K (-$45.0K)
Filed 2026-10-20
Clayton Financial Group LLC
UNCHANGED
Shares1,576 from 1,576
Change0 (0%)
Value$350.3K (-$37.8K)
Filed 2026-10-13
Klingman & Associates, LLC
INCREASED
Shares1,558 from 1,129
Change+429 (+38%)
Value$346.3K (+$68.3K)
Filed 2026-10-20
Alliance Wealth Advisors, LLC
DECREASED
Shares1,558 from 1,691
Change-133 (-8%)
Value$346.3K (-$70.1K)
Filed 2026-10-14
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED
Shares1,555 from 2,455
Change-900 (-37%)
Value$345.6K (-$258.4K)
Filed 2026-10-21
Manske Wealth Management
INCREASED
Shares1,545 from 1,538
Change+7 (+0%)
Value$343.4K (-$35.3K)
Filed 2026-10-26
Nadler Financial Group, Inc.
UNCHANGED
Shares1,544 from 1,544
Change0 (0%)
Value$343.2K (-$37.0K)
Filed 2026-10-23
Inscription Capital, LLC
DECREASED
Shares1,541 from 3,075
Change-1,534 (-50%)
Value$342.5K (-$414.7K)
Filed 2026-11-02
Aspect Partners, LLC
DECREASED
Shares1,538 from 1,539
Change-1 (0%)
Value$341.9K (-$37.1K)
Filed 2026-10-20
Milestone Asset Management, LLC
UNCHANGED
Shares1,538 from 1,538
Change0 (0%)
Value$341.8K (-$36.9K)
Filed 2026-10-15
Everett Harris & Co
INCREASED
Shares1,535 from 1,486
Change+49 (+3%)
Value$341.2K (-$24.7K)
Filed 2026-10-28
XXI Wealth, LLC
INCREASED
Shares1,527 from 1,485
Change+42 (+3%)
Value$339.4K (-$26.2K)
Filed 2026-10-22
LifeGuide Financial Advisors, LLC
DECREASED
Shares1,520 from 1,524
Change-4 (0%)
Value$337.8K (-$37.4K)
Filed 2026-10-20
E&G Advisors, LLC
UNCHANGED
Shares1,512 from 1,512
Change0 (0%)
Value$336.1K (-$36.2K)
Filed 2026-10-13
Markowski Investments
INCREASED
Shares1,509 from 1,499
Change+10 (+1%)
Value$335.4K (-$33.7K)
Filed 2026-10-30
Beacon Financial Group
INCREASED
Shares1,507 from 1,455
Change+52 (+4%)
Value$335.0K (-$23.3K)
Filed 2026-10-19
Register Financial Advisors LLC
INCREASED
Shares1,503 from 1,500
Change+3 (+0%)
Value$334.1K (-$35.3K)
Filed 2026-10-23
Financial Guidance Group, Inc.
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$333.4K (-$35.9K)
Filed 2026-10-21
Oarsman Capital, Inc.
UNCHANGED
Shares1,499 from 1,499
Change0 (0%)
Value$333.2K (-$35.9K)
Filed 2026-11-05
Hager Investment Management Services, LLC
DECREASED
Shares1,489 from 1,544
Change-55 (-4%)
Value$330.9K (-$49.2K)
Filed 2026-11-04
Fulton Breakefield Broenniman LLC
INCREASED
Shares1,486 from 1,432
Change+54 (+4%)
Value$330.3K (-$22.3K)
Filed 2026-11-03
Innovative Wealth Building LLC
DECREASED
Shares1,483 from 1,691
Change-208 (-12%)
Value$329.6K (-$86.6K)
Filed 2026-10-14
Fiera Capital Corp
UNCHANGED
Shares1,483 from 1,483
Change0 (0%)
Value$329.6K (-$35.5K)
Filed 2026-11-06
SC&H Financial Advisors, Inc.
DECREASED
Shares1,477 from 1,743
Change-266 (-15%)
Value$328.4K (-$100.8K)
Filed 2026-10-14
Clear Harbor Asset Management, LLC
UNCHANGED
Shares1,471 from 1,471
Change0 (0%)
Value$326.9K (-$35.2K)
Filed 2026-11-05
Ejmk Ventures LLC
INCREASED
Shares1,464 from 1,426
Change+38 (+3%)
Value$325.5K (-$25.7K)
Filed 2026-10-21
Kesler, Norman & Wride, LLC
INCREASED
Shares1,451 from 1,405
Change+46 (+3%)
Value$322.4K (-$23.6K)
Filed 2026-11-06
Mechanics Bank Trust Department
DECREASED
Shares1,450 from 1,464
Change-14 (-1%)
Value$322.3K (-$38.2K)
Filed 2026-10-13
Payden & Rygel
DECREASED
Shares1,440 from 50,240
Change-48,800 (-97%)
Value$320 (-$12.4M)
Filed 2026-10-28
Sunpointe, LLC
DECREASED
Shares1,437 from 2,467
Change-1,030 (-42%)
Value$319.4K (-$288.0K)
Filed 2026-10-22
Focus Financial Network, Inc.
INCREASED
Shares1,395 from 1,059
Change+336 (+32%)
Value$310.1K (+$49.3K)
Filed 2026-10-14
Provenance Wealth Advisors, LLC
INCREASED
Shares1,394 from 19
Change+1,375 (+7237%)
Value$309.8K (+$305.2K)
Filed 2026-10-30
Victory Financial Group, LLC
NEW
Shares1,382
Change+1,382
Value$307.2K
Filed 2026-10-27
YHB Investment Advisors, Inc.
INCREASED
Shares1,381 from 1,336
Change+45 (+3%)
Value$306.9K (-$22.0K)
Filed 2026-10-08
Moisand Fitzgerald Tamayo, LLC
INCREASED
Shares1,377 from 1,326
Change+51 (+4%)
Value$306.1K (-$20.4K)
Filed 2026-10-15
Relyea Zuckerberg Hanson LLC
DECREASED
Shares1,373 from 1,670
Change-297 (-18%)
Value$305.2K (-$106.0K)
Filed 2026-10-20
Fulcrum Asset Management LLP
NEW
Shares1,366
Change+1,366
Value$302.8K
Filed 2026-11-04
NovaPoint Capital, LLC
UNCHANGED
Shares1,361 from 1,361
Change0 (0%)
Value$302.5K (-$32.6K)
Filed 2026-10-22
SeaCrest Wealth Management, LLC
DECREASED
Shares1,353 from 1,416
Change-63 (-4%)
Value$300.6K (-$48.0K)
Filed 2026-10-21
Mount Vernon Associates Inc
DECREASED
Shares1,350 from 1,370
Change-20 (-1%)
Value$300 (-$336.7K)
Filed 2026-10-26
Cornerstone Management, Inc.
UNCHANGED
Shares1,350 from 1,350
Change0 (0%)
Value$300.1K (-$32.3K)
Filed 2026-10-16
55 North Private Wealth, LLC
INCREASED
Shares1,349 from 1,256
Change+93 (+7%)
Value$299.9K (-$9.4K)
Filed 2026-10-20
Centerpoint Advisory Group
UNCHANGED
Shares1,345 from 1,345
Change0 (0%)
Value$298.9K (-$32.2K)
Filed 2026-10-23
Taylor Financial Group, Inc.
UNCHANGED
Shares1,342 from 1,342
Change0 (0%)
Value$298.3K (-$32.2K)
Filed 2026-11-02
Todd Wealth Management, LLC
INCREASED
Shares1,341 from 1,340
Change+1 (+0%)
Value$298.1K (-$31.9K)
Filed 2026-10-19
Maia Wealth LLC
DECREASED
Shares1,339 from 1,370
Change-31 (-2%)
Value$297.6K (-$39.7K)
Filed 2026-10-19
Virtue Capital Management, LLC
INCREASED
Shares1,338 from 1,326
Change+12 (+1%)
Value$297.4K (-$29.1K)
Filed 2026-10-29
Ariadne Wealth Management, LP
DECREASED
Shares1,334 from 1,439
Change-105 (-7%)
Value$296.5K (-$57.8K)
Filed 2026-11-06
Great Diamond Partners, LLC
INCREASED
Shares1,334 from 1,235
Change+99 (+8%)
Value$296.5K (-$7.6K)
Filed 2026-10-13
Evanson Financial, LLC
UNCHANGED
Shares1,334 from 1,334
Change0 (0%)
Value$296.5K (-$32.0K)
Filed 2026-10-23
Planned Solutions, Inc.
UNCHANGED
Shares1,333 from 1,333
Change0 (0%)
Value$296.3K (-$31.9K)
Filed 2026-10-19
Integrity Advisory Solutions, LLC
INCREASED
Shares1,328 from 1,276
Change+52 (+4%)
Value$295.3K (-$18.9K)
Filed 2026-10-29
Oslo Pensjonsforsikring AS
INCREASED
Shares1,324 from 1,050
Change+274 (+26%)
Value$294.3K (+$35.7K)
Filed 2026-10-15
Badgley Phelps Wealth Managers, LLC
UNCHANGED
Shares1,321 from 1,321
Change0 (0%)
Value$293.6K (-$31.7K)
Filed 2026-10-22
Fruth Investment Management
UNCHANGED
Shares1,320 from 1,320
Change0 (0%)
Value$293 (-$32)
Filed 2026-10-13
Avior Wealth Management, LLC
DECREASED
Shares1,318 from 1,326
Change-8 (-1%)
Value$292.9K (-$33.5K)
Filed 2026-10-13
Greenspring Advisors, LLC
INCREASED
Shares1,304 from 1,300
Change+4 (+0%)
Value$289.8K (-$30.2K)
Filed 2026-11-05
Yanni & Associates Investment Advisors, LLC
UNCHANGED
Shares1,299 from 1,299
Change0 (0%)
Value$288.7K (-$31.1K)
Filed 2026-10-14
Aspire Private Capital, LLC
DECREASED
Shares1,298 from 1,307
Change-9 (-1%)
Value$288.5K (-$33.3K)
Filed 2026-11-05
Calamos Wealth Management LLC
DECREASED
Shares1,298 from 1,301
Change-3 (0%)
Value$288.5K (-$31.8K)
Filed 2026-11-02
North Berkeley Wealth Management, LLC
UNCHANGED
Shares1,298 from 1,298
Change0 (0%)
Value$288.5K (-$31.1K)
Filed 2026-11-02
LifeGoal Investments, LLC
INCREASED
Shares1,291 from 1,211
Change+80 (+7%)
Value$286.9K (-$11.2K)
Filed 2026-10-09
SmartHarvest Portfolios, LLC
INCREASED
Shares1,286 from 1,209
Change+77 (+6%)
Value$285.8K (-$11.9K)
Filed 2026-10-26
Home Federal Bank of Tennessee
UNCHANGED
Shares1,285 from 1,285
Change0 (0%)
Value$285.6K (-$30.8K)
Filed 2026-10-15
Well Done, LLC
DECREASED
Shares1,283 from 1,425
Change-142 (-10%)
Value$285.2K (-$65.7K)
Filed 2026-10-20
Investment Advisory Services Inc
INCREASED
Shares1,282 from 1,212
Change+70 (+6%)
Value$285.0K (-$13.5K)
Filed 2026-10-27
Integrity Alliance, Llc.
INCREASED
Shares1,279 from 990
Change+289 (+29%)
Value$284.3K (+$40.3K)
Filed 2026-10-29
Key FInancial Inc
DECREASED
Shares1,276 from 1,314
Change-38 (-3%)
Value$283.6K (-$39.9K)
Filed 2026-11-02
Kestra Investment Management, LLC
INCREASED
Shares1,275 from 1,258
Change+17 (+1%)
Value$283.4K (-$26.4K)
Filed 2026-11-04
Orange Investment Advisors, Inc.
UNCHANGED
Shares1,275 from 1,275
Change0 (0%)
Value$283.4K (-$30.6K)
Filed 2026-10-23
Gables Capital Management Inc.
UNCHANGED
Shares1,273 from 1,273
Change0 (0%)
Value$282.9K (-$30.5K)
Filed 2026-11-04
True Wealth Design, LLC
INCREASED
Shares1,267 from 1,196
Change+71 (+6%)
Value$281.6K (-$12.9K)
Filed 2026-10-13
Myriad Asset Management US LP
NEW
Shares1,265
Change+1,265
Value$281.0K
Filed 2026-11-03
Abundance Wealth Counselors
DECREASED
Shares1,265 from 1,282
Change-17 (-1%)
Value$281.2K (-$34.5K)
Filed 2026-10-26
Moss Adams Wealth Advisors LLC
DECREASED
Shares1,262 from 1,319
Change-57 (-4%)
Value$280.4K (-$44.5K)
Filed 2026-10-28
Busey Bank
INCREASED
Shares1,260 from 1,242
Change+18 (+1%)
Value$280.0K (-$25.8K)
Filed 2026-10-26
Mendel Money Management
DECREASED
Shares1,259 from 1,891
Change-632 (-33%)
Value$279.8K (-$185.8K)
Filed 2026-11-02
Ashton Thomas Securities, LLC
INCREASED
Shares1,251 from 1,148
Change+103 (+9%)
Value$278.0K (+$557)
Filed 2026-10-26
Enhancing Capital LLC
INCREASED
Shares1,243 from 1,235
Change+8 (+1%)
Value$276.3K (-$27.8K)
Filed 2026-10-26
Community Trust & Investment Co
UNCHANGED
Shares1,243 from 1,243
Change0 (0%)
Value$276.3K (-$29.8K)
Filed 2026-10-15
Gradient Investments LLC
NEW
Shares1,240
Change+1,240
Value$275.5K
Filed 2026-10-08
Mission Financial Group, LLC
INCREASED
Shares1,238 from 1,163
Change+75 (+6%)
Value$275.2K (-$11.1K)
Filed 2026-10-21
Connecticut Wealth Management, LLC
UNCHANGED
Shares1,237 from 1,237
Change0 (0%)
Value$274.9K (-$29.6K)
Filed 2026-10-13
LeConte Wealth Management, LLC
INCREASED
Shares1,235 from 1,179
Change+56 (+5%)
Value$274.5K (-$15.8K)
Filed 2026-10-20
Financial Council, LLC
UNCHANGED
Shares1,233 from 1,233
Change0 (0%)
Value$274.0K (-$29.5K)
Filed 2026-11-02
Cornerstone Wealth Group, LLC
INCREASED
Shares1,232 from 1,155
Change+77 (+7%)
Value$273.9K (-$10.6K)
Filed 2026-11-02
Community Bank & Trust, Waco, Texas
NEW
Shares1,230
Change+1,230
Value$273
Filed 2026-10-19
Woodley Farra Manion Portfolio Management Inc
UNCHANGED
Shares1,227 from 1,227
Change0 (0%)
Value$272.7K (-$29.4K)
Filed 2026-11-05
Good Harbor Advisors, Inc.
DECREASED
Shares1,226 from 1,301
Change-75 (-6%)
Value$272.5K (-$47.8K)
Filed 2026-10-20
Cromwell Holdings LLC
UNCHANGED
Shares1,222 from 1,222
Change0 (0%)
Value$271.6K (-$29.3K)
Filed 2026-10-28
Ledyard National Bank
DECREASED
Shares1,217 from 1,794
Change-577 (-32%)
Value$270.5K (-$171.2K)
Filed 2026-10-21
AGP Franklin, LLC
UNCHANGED
Shares1,216 from 1,216
Change0 (0%)
Value$270.3K (-$29.1K)
Filed 2026-11-04
Bank Julius Baer & Co. Ltd, Zurich
NEW
Shares1,215
Change+1,215
Value$270.0K
Filed 2026-10-29
Tucker Asset Management LLC
DECREASED
Shares1,214 from 1,236
Change-22 (-2%)
Value$269.8K (-$34.5K)
Filed 2026-10-29
Zullo Investment Group, Inc.
UNCHANGED
Shares1,211 from 1,211
Change0 (0%)
Value$269.3K (-$29.0K)
Filed 2026-10-20
First Nebraska Trust Co
UNCHANGED
Shares1,207 from 1,207
Change0 (0%)
Value$268.3K (-$28.9K)
Filed 2026-10-30
Values Added Financial LLC
INCREASED
Shares1,204 from 1,203
Change+1 (+0%)
Value$267.6K (-$28.6K)
Filed 2026-10-28
Everhart Financial Group, Inc.
INCREASED
Shares1,196 from 1,181
Change+15 (+1%)
Value$265.8K (-$25.0K)
Filed 2026-10-08
Roxbury Financial LLC
DECREASED
Shares1,193 from 1,201
Change-8 (-1%)
Value$265.1K (-$30.5K)
Filed 2026-10-01
Global Financial Private Client, LLC
DECREASED
Shares1,192 from 1,205
Change-13 (-1%)
Value$264.9K (-$31.8K)
Filed 2026-10-15
Southland Equity Partners LLC
INCREASED
Shares1,192 from 1,182
Change+10 (+1%)
Value$264.8K (-$26.1K)
Filed 2026-10-14
Income Insurance Ltd
UNCHANGED
Shares1,172 from 1,172
Change0 (0%)
Value$260.5K (-$28.1K)
Filed 2026-10-21
Landaas & Co
UNCHANGED
Shares1,169 from 1,169
Change0 (0%)
Value$259.8K (-$28.0K)
Filed 2026-10-29
Collective Family Office LLC
INCREASED
Shares1,168 from 1,165
Change+3 (+0%)
Value$259.6K (-$27.4K)
Filed 2026-10-05
Legacies Wealth LLC
UNCHANGED
Shares1,168 from 1,168
Change0 (0%)
Value$259.6K (-$28.0K)
Filed 2026-11-02
Archford Capital Strategies, LLC
INCREASED
Shares1,167 from 1,111
Change+56 (+5%)
Value$259.4K (-$14.2K)
Filed 2026-10-19
Wedgewood Investors Inc
UNCHANGED
Shares1,165 from 1,165
Change0 (0%)
Value$258.9K (-$27.9K)
Filed 2026-10-28
Deseret Mutual Benefit Administrators
DECREASED
Shares1,163 from 1,259
Change-96 (-8%)
Value$258.5K (-$51.5K)
Filed 2026-11-04
Douglas Lane & Associates, LLC
INCREASED
Shares1,160 from 1,152
Change+8 (+1%)
Value$257.9K (-$25.8K)
Filed 2026-10-09
Worth Financial Advisory Group, LLC
UNCHANGED
Shares1,157 from 1,157
Change0 (0%)
Value$257.2K (-$27.7K)
Filed 2026-10-19
Mcrae Capital Management Inc
UNCHANGED
Shares1,156 from 1,156
Change0 (0%)
Value$256.9K (-$27.7K)
Filed 2026-10-15
Partners Wealth Management, LLC
NEW
Shares1,155
Change+1,155
Value$256.7K
Filed 2026-10-28
Swiss RE LTD
INCREASED
Shares1,152 from 701
Change+451 (+64%)
Value$256.0K (+$83.4K)
Filed 2026-11-06
Etesian Wealth Advisors, Inc.
DECREASED
Shares1,150 from 1,175
Change-25 (-2%)
Value$255.6K (-$33.7K)
Filed 2026-10-27
New Wave Wealth Advisors LLC
DECREASED
Shares1,145 from 2,123
Change-978 (-46%)
Value$251.3K (-$271.4K)
Filed 2026-10-19
Skyline Advisors, Inc.
INCREASED
Shares1,136 from 1,026
Change+110 (+11%)
Value$252.5K (-$135)
Filed 2026-11-03
Pioneer Trust Bank N A
UNCHANGED
Shares1,130 from 1,130
Change0 (0%)
Value$251.2K (-$27.1K)
Filed 2026-11-06
North Point Portfolio Managers Corp
UNCHANGED
Shares1,128 from 1,128
Change0 (0%)
Value$250.7K (-$27.0K)
Filed 2026-10-07
Canvas Wealth Advisors, LLC
DECREASED
Shares1,124 from 1,432
Change-308 (-22%)
Value$260.6K (-$92.0K)
Filed 2026-11-02
Counterpoint Mutual Funds LLC
NEW
Shares1,106
Change+1,106
Value$245.8K
Filed 2026-10-16
Allen Mooney & Barnes Investment Advisors LLC
UNCHANGED
Shares1,106 from 1,106
Change0 (0%)
Value$245.8K (-$26.5K)
Filed 2026-10-08
Trinity Financial Advisors LLC
DECREASED
Shares1,101 from 1,143
Change-42 (-4%)
Value$244.7K (-$36.7K)
Filed 2026-10-09
Atlas Wealth Partners, LLC
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$244.5K (-$26.4K)
Filed 2026-11-03
Nautilus Advisors LLC
UNCHANGED
Shares1,095 from 1,095
Change0 (0%)
Value$243.4K (-$32.5K)
Filed 2026-10-07
King Luther Capital Management Corp
DECREASED
Shares1,094 from 1,154
Change-60 (-5%)
Value$243.2K (-$41.0K)
Filed 2026-11-05
XML Financial, LLC
INCREASED
Shares1,091 from 1,084
Change+7 (+1%)
Value$242.6K (-$24.3K)
Filed 2026-10-29
Abacus Planning Group, Inc.
INCREASED
Shares1,087 from 1,041
Change+46 (+4%)
Value$241.6K (-$14.7K)
Filed 2026-11-02
Gen-Wealth Partners Inc
INCREASED
Shares1,083 from 635
Change+448 (+71%)
Value$240.7K (+$84.3K)
Filed 2026-11-04
Key Client Fiduciary Advisors, LLC
DECREASED
Shares1,082 from 1,270
Change-188 (-15%)
Value$240.5K (-$72.2K)
Filed 2026-10-19
Brown Miller Wealth Management, LLC
UNCHANGED
Shares1,082 from 1,082
Change0 (0%)
Value$240.5K (-$25.9K)
Filed 2026-11-02
Legacy Private Trust Co.
UNCHANGED
Shares1,075 from 1,075
Change0 (0%)
Value$238.9K (-$25.8K)
Filed 2026-10-06
Reap Financial Group, LLC
INCREASED
Shares1,072 from 971
Change+101 (+10%)
Value$238.4K (-$790)
Filed 2026-11-02
Oakworth Capital, Inc.
INCREASED
Shares1,072 from 1,055
Change+17 (+2%)
Value$238.3K (-$24.2K)
Filed 2026-10-26
Ellis Investment Partners, LLC
DECREASED
Shares1,071 from 1,078
Change-7 (-1%)
Value$238.1K (-$27.5K)
Filed 2026-10-21
McAdam, LLC
INCREASED
Shares1,067 from 933
Change+134 (+14%)
Value$237.2K (+$7.4K)
Filed 2026-10-21
Annex Advisory Services, LLC
INCREASED
Shares1,063 from 1,029
Change+34 (+3%)
Value$236.2K (-$17.2K)
Filed 2026-10-16
Hughes Financial Services, LLC
UNCHANGED
Shares1,060 from 1,060
Change0 (0%)
Value$245.7K (-$15.3K)
Filed 2026-10-30
CPC Advisors, LLC
NEW
Shares1,057
Change+1,057
Value$234.9K
Filed 2026-10-21
Optivise Advisory Services LLC
INCREASED
Shares1,057 from 957
Change+100 (+10%)
Value$234.9K (-$853)
Filed 2026-10-19
Y.D. More Investments Ltd
INCREASED
Shares1,053 from 258
Change+795 (+308%)
Value$234.0K (+$170.5K)
Filed 2026-11-02
Rossby Financial, LCC
INCREASED
Shares1,050 from 361
Change+689 (+191%)
Value$233.4K (+$144.5K)
Filed 2026-11-05
SFI Advisors, LLC
UNCHANGED
Shares1,050 from 1,050
Change0 (0%)
Value$233.4K (-$25.2K)
Filed 2026-10-30
Maseco LLP
INCREASED
Shares1,049 from 1,043
Change+6 (+1%)
Value$233.2K (-$23.4K)
Filed 2026-10-27
Wagner Wealth Management, Corp
DECREASED
Shares1,045 from 1,047
Change-2 (0%)
Value$232.4K (-$25.5K)
Filed 2026-10-20
Fortitude Advisory Group L.L.C.
INCREASED
Shares1,043 from 1,038
Change+5 (+0%)
Value$231.8K (-$23.7K)
Filed 2026-10-15
Blue Zone Wealth Advisors, LLC
INCREASED
Shares1,037 from 1,000
Change+37 (+4%)
Value$230.5K (-$15.7K)
Filed 2026-10-19
KFA Private Wealth Group, LLC
NEW
Shares1,035
Change+1,035
Value$230.1K
Filed 2026-10-07
Warren Street Wealth Advisors, LLC
UNCHANGED
Shares1,035 from 1,035
Change0 (0%)
Value$230.0K (-$24.8K)
Filed 2026-11-04
MBA Advisors LLC
UNCHANGED
Shares1,034 from 1,034
Change0 (0%)
Value$229.8K (-$24.8K)
Filed 2026-10-29
Lyell Wealth Management, LP
UNCHANGED
Shares1,033 from 1,033
Change0 (0%)
Value$229.6K (-$24.8K)
Filed 2026-10-30
Investment Research Partners LLC
UNCHANGED
Shares1,032 from 1,032
Change0 (0%)
Value$229.4K (-$24.7K)
Filed 2026-10-19
Hoge Financial Services, LLC
DECREASED
Shares1,027 from 1,031
Change-4 (0%)
Value$228.3K (-$25.5K)
Filed 2026-11-05
Farmers & Merchants Trust Co of Long Beach
DECREASED
Shares1,024 from 1,030
Change-6 (-1%)
Value$227.6K (-$26.0K)
Filed 2026-10-22
Grimes & Co Wealth Management, LLC
INCREASED
Shares1,023 from 1,018
Change+5 (+0%)
Value$227.4K (-$23.2K)
Filed 2026-10-29
Blue Capital, Inc.
DECREASED
Shares1,014 from 1,073
Change-59 (-5%)
Value$225.4K (-$38.8K)
Filed 2026-10-13
Grey Ledge Advisors, LLC
UNCHANGED
Shares1,014 from 1,014
Change0 (0%)
Value$225.4K (-$24.3K)
Filed 2026-11-02
City State Bank
UNCHANGED
Shares1,014 from 1,014
Change0 (0%)
Value$225.4K (-$24.3K)
Filed 2026-10-20
Gibson Capital, LLC
DECREASED
Shares1,013 from 1,709
Change-696 (-41%)
Value$225.2K (-$195.7K)
Filed 2026-10-23
Abner Herrman & Brock LLC
UNCHANGED
Shares1,012 from 1,012
Change0 (0%)
Value$225 (-$24)
Filed 2026-10-20
Lecap Asset Management LTD
NEW
Shares1,006
Change+1,006
Value$223.6K
Filed 2026-10-27
Johnson & White Wealth Management, LLC
UNCHANGED
Shares1,004 from 1,004
Change0 (0%)
Value$223.1K (-$24.1K)
Filed 2026-11-03
Cardinal Capital Management, Inc.
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$222.3K (-$24.0K)
Filed 2026-10-16
Detalus Advisors, LLC
DECREASED
Shares998 from 1,007
Change-9 (-1%)
Value$221.9K (-$26.1K)
Filed 2026-10-15
Global Wealth Management Investment Advisory, Inc.
INCREASED
Shares998 from 997
Change+1 (+0%)
Value$221.9K (-$23.6K)
Filed 2026-11-04
Catalyst Private Wealth, LLC
NEW
Shares993
Change+993
Value$220.7K
Filed 2026-10-13
Blake Schutter Theil Wealth Advisors, LLC
DECREASED
Shares989 from 1,088
Change-99 (-9%)
Value$219.8K (-$48.1K)
Filed 2026-11-02
KRS Capital Management, LLC
INCREASED
Shares986 from 964
Change+22 (+2%)
Value$219.1K (-$18.4K)
Filed 2026-10-16
Ariston Services Group
UNCHANGED
Shares983 from 983
Change0 (0%)
Value$218.5K (-$23.6K)
Filed 2026-10-16
Towercrest Capital Management
UNCHANGED
Shares978 from 978
Change0 (0%)
Value$217.4K (-$23.4K)
Filed 2026-10-23
Alliance Wealth Management Group
UNCHANGED
Shares978 from 978
Change0 (0%)
Value$217.4K (-$23.4K)
Filed 2026-10-29
Members Wealth LLC
INCREASED
Shares977 from 965
Change+12 (+1%)
Value$212.7K (-$24.9K)
Filed 2026-10-20
Black Diamond Financial, LLC
UNCHANGED
Shares976 from 976
Change0 (0%)
Value$217.0K (-$23.3K)
Filed 2026-10-26
Burke & Herbert Bank & Trust Co
INCREASED
Shares974 from 958
Change+16 (+2%)
Value$216.5K (-$19.4K)
Filed 2026-11-02
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares970 from 190
Change+780 (+411%)
Value$215.8K (+$169.0K)
Filed 2026-10-16
Washington Trust Advisors, Inc.
DECREASED
Shares967 from 1,097
Change-130 (-12%)
Value$214.8K (-$55.2K)
Filed 2026-10-22
Hillcrest Wealth Advisors - NY, LLC
INCREASED
Shares964 from 939
Change+25 (+3%)
Value$214.3K (-$16.9K)
Filed 2026-10-22
Meadow Creek Wealth Advisors LLC
INCREASED
Shares960 from 932
Change+28 (+3%)
Value$213.4K (-$16.1K)
Filed 2026-11-02
Stronghold Wealth Management L.L.C.
INCREASED
Shares958 from 953
Change+5 (+1%)
Value$212.9K (-$21.7K)
Filed 2026-10-16
Berman McAleer LLC
UNCHANGED
Shares958 from 958
Change0 (0%)
Value$212.9K (-$23.0K)
Filed 2026-10-16
First Heartland Consultants, Inc.
INCREASED
Shares957 from 821
Change+136 (+17%)
Value$212.7K (+$10.6K)
Filed 2026-10-08
Carnegie Lake Advisors LLC
UNCHANGED
Shares956 from 956
Change0 (0%)
Value$212.5K (-$22.9K)
Filed 2026-11-06
Comprehensive Financial Planning, Inc.
UNCHANGED
Shares941 from 941
Change0 (0%)
Value$209.1K (-$22.5K)
Filed 2026-10-27
Avail Investment Partners, LLC
UNCHANGED
Shares940 from 940
Change0 (0%)
Value$208.9K (-$22.5K)
Filed 2026-10-16
Dupree Financial Group, LLC
UNCHANGED
Shares940 from 940
Change0 (0%)
Value$208.9K (-$22.5K)
Filed 2026-10-09
Versant Capital Management, Inc
INCREASED
Shares936 from 723
Change+213 (+29%)
Value$208.0K (+$30.0K)
Filed 2026-10-02
J.M. Arbour, LLC
INCREASED
Shares930 from 899
Change+31 (+3%)
Value$206.7K (-$14.6K)
Filed 2026-11-05
South Shore Capital Advisors
UNCHANGED
Shares928 from 928
Change0 (0%)
Value$206.3K (-$22.2K)
Filed 2026-10-20
Northbridge Financial Group, LLC
NEW
Shares925
Change+925
Value$203.6K
Filed 2026-11-05
McLean Asset Management Corp
DECREASED
Shares923 from 935
Change-12 (-1%)
Value$209.2K (-$24.5K)
Filed 2026-11-06
Capital Asset Advisory Services LLC
DECREASED
Shares922 from 1,318
Change-396 (-30%)
Value$208.0K (-$116.5K)
Filed 2026-10-30
Heritage Family Offices, LLP
DECREASED
Shares918 from 950
Change-32 (-3%)
Value$204.0K (-$29.9K)
Filed 2026-11-02
Thompson Siegel & Walmsley LLC
UNCHANGED
Shares917 from 917
Change0 (0%)
Value$204 (-$225.8K)
Filed 2026-11-05
W Advisors, LLC
INCREASED
Shares916 from 880
Change+36 (+4%)
Value$203.6K (-$13.1K)
Filed 2026-11-02
Cynosure Group, LLC
NEW
Shares911
Change+911
Value$202.5K
Filed 2026-11-03
Midland Wealth Advisors, LLC
DECREASED
Shares906 from 1,538
Change-632 (-41%)
Value$201.4K (-$177.3K)
Filed 2026-10-26
Realta Investment Advisors
DECREASED
Shares905 from 5,349
Change-4,444 (-83%)
Value$201.2K (-$1.1M)
Filed 2026-10-14
Certior Financial Group, LLC
DECREASED
Shares905 from 907
Change-2 (0%)
Value$201.2K (-$22.2K)
Filed 2026-10-19
Equitable Trust Co
INCREASED
Shares902 from 899
Change+3 (+0%)
Value$200.5K (-$20.9K)
Filed 2026-10-13
Hoxton Planning & Management, LLC
INCREASED
Shares901 from 879
Change+22 (+3%)
Value$200.3K (-$16.2K)
Filed 2026-10-15
Amplius Wealth Advisors, LLC
DECREASED
Shares900 from 1,003
Change-103 (-10%)
Value$200.0K (-$46.9K)
Filed 2026-10-20
Red Spruce Capital, LLC
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$200.0K (-$21.6K)
Filed 2026-10-07
Blue Bell Private Wealth Management, LLC
INCREASED
Shares892 from 855
Change+37 (+4%)
Value$198.3K (-$12.3K)
Filed 2026-10-29
Gold Investment Management Ltd.
UNCHANGED
Shares888 from 888
Change0 (0%)
Value$197.4K (-$21.3K)
Filed 2026-10-19
SBI Securities Co., Ltd.
INCREASED
Shares876 from 875
Change+1 (+0%)
Value$194.7K (-$20.7K)
Filed 2026-10-22
Atlantic Edge Private Wealth Management, LLC
DECREASED
Shares820 from 845
Change-25 (-3%)
Value$182.3K (-$25.8K)
Filed 2026-10-20
Owl Creek Wealth Partners LLC
DECREASED
Shares813 from 957
Change-144 (-15%)
Value$180.7K (-$54.9K)
Filed 2026-10-20
Jnba Financial Advisors
INCREASED
Shares812 from 697
Change+115 (+17%)
Value$180.5K (+$8.9K)
Filed 2026-11-03
Lloyd Advisory Services, Llc.
DECREASED
Shares800 from 804
Change-4 (0%)
Value$177.8K (-$20.1K)
Filed 2026-11-02
SBK Financial, Inc.
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$177.8K (-$19.2K)
Filed 2026-11-02
Dakota Community Bank & Trust NA
INCREASED
Shares771 from 650
Change+121 (+19%)
Value$171.4K (+$11.3K)
Filed 2026-10-09
Bell Investment Advisors, Inc
INCREASED
Shares760 from 610
Change+150 (+25%)
Value$168.9K (+$18.7K)
Filed 2026-10-29
First Bancorp, Inc
UNCHANGED
Shares753 from 753
Change0 (0%)
Value$167.4K (-$18.0K)
Filed 2026-10-26
Hilton Head Capital Partners, LLC
UNCHANGED
Shares752 from 752
Change0 (0%)
Value$167.1K (-$18.0K)
Filed 2026-10-23
Mowery & Schoenfeld Wealth Management, LLC
INCREASED
Shares736 from 114
Change+622 (+546%)
Value$163.6K (+$135.5K)
Filed 2026-10-28
Golden State Wealth Management, LLC
INCREASED
Shares719 from 718
Change+1 (+0%)
Value$159.9K (-$17.0K)
Filed 2026-11-02
Compass Financial Management LLC
INCREASED
Shares685 from 398
Change+287 (+72%)
Value$152.3K (+$53.5K)
Filed 2026-10-30
Livelsberger Financial Advisory
NEW
Shares664
Change+664
Value$147.6K
Filed 2026-10-28
Silver Grove Financial Group, Inc.
INCREASED
Shares663 from 574
Change+89 (+16%)
Value$147.3K (+$6.1K)
Filed 2026-11-05
Capital Advisors, Ltd. LLC
INCREASED
Shares598 from 569
Change+29 (+5%)
Value$133 (-$7)
Filed 2026-10-27
Smallwood Wealth Investment Management, LLC
UNCHANGED
Shares591 from 591
Change0 (0%)
Value$131.4K (-$14.2K)
Filed 2026-10-30
Coastline Trust Co
DECREASED
Shares569 from 624
Change-55 (-9%)
Value$126.5K (-$27.2K)
Filed 2026-10-01
Duncker Streett & Co Inc
UNCHANGED
Shares560 from 560
Change0 (0%)
Value$124.5K (-$13.4K)
Filed 2026-10-27
Salomon & Ludwin, LLC
DECREASED
Shares556 from 598
Change-42 (-7%)
Value$123.6K (-$26.9K)
Filed 2026-10-29
SJS Investment Consulting Inc.
INCREASED
Shares552 from 319
Change+233 (+73%)
Value$122.7K (+$44.1K)
Filed 2026-10-26
Birch Financial Group, LLC
NEW
Shares520
Change+520
Value$115.6K
Filed 2026-10-27
Southern Michigan Bank & Trust
DECREASED
Shares516 from 550
Change-34 (-6%)
Value$114.7K (-$20.7K)
Filed 2026-10-19
Evermay Wealth Management LLC
UNCHANGED
Shares506 from 506
Change0 (0%)
Value$112.5K (-$12.1K)
Filed 2026-11-05
S.A. Mason LLC
UNCHANGED
Shares494 from 494
Change0 (0%)
Value$109.8K (-$11.8K)
Filed 2026-10-13
Bayban
UNCHANGED
Shares484 from 484
Change0 (0%)
Value$119.2K ($0)
Filed 2026-11-05
Asset Planning,Inc
UNCHANGED
Shares480 from 480
Change0 (0%)
Value$106.7K (-$11.5K)
Filed 2026-10-26
Quest 10 Wealth Builders, Inc.
DECREASED
Shares476 from 477
Change-1 (0%)
Value$105.8K (-$11.7K)
Filed 2026-11-02
Montgomery Financial Services LLC
UNCHANGED
Shares465 from 465
Change0 (0%)
Value$103.4K (-$11.1K)
Filed 2026-11-03
Sfam, LLC
UNCHANGED
Shares437 from 437
Change0 (0%)
Value$97.1K (-$10.5K)
Filed 2026-11-03
Networth Advisors, LLC
INCREASED
Shares433 from 430
Change+3 (+1%)
Value$96.3K (-$9.5K)
Filed 2026-11-03
Rakuten Securities, Inc.
INCREASED
Shares425 from 22
Change+403 (+1832%)
Value$94.5K (+$89.0K)
Filed 2026-11-02
Fortitude Family Office, LLC
INCREASED
Shares423 from 164
Change+259 (+158%)
Value$94.0K (+$53.6K)
Filed 2026-10-14
Highline Wealth Partners LLC
INCREASED
Shares409 from 202
Change+207 (+102%)
Value$90.8K (+$41.0K)
Filed 2026-10-19
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares402 from 402
Change0 (0%)
Value$89.3K (-$9.6K)
Filed 2026-10-26
Creative Financial Designs Inc
INCREASED
Shares385 from 352
Change+33 (+9%)
Value$85.7K (-$1.0K)
Filed 2026-11-04
MV Capital Management, Inc.
DECREASED
Shares366 from 370
Change-4 (-1%)
Value$81.3K (-$9.8K)
Filed 2026-10-29
Bullock Wealth Management Group
INCREASED
Shares366 from 363
Change+3 (+1%)
Value$80.8K (-$10.6K)
Filed 2026-10-09
DiNuzzo Private Wealth, Inc.
DECREASED
Shares364 from 365
Change-1 (0%)
Value$80.9K (-$9.0K)
Filed 2026-10-16
Clean Yield Group
DECREASED
Shares361 from 397
Change-36 (-9%)
Value$80.2K (-$17.5K)
Filed 2026-10-28
Clearstead Trust, LLC
UNCHANGED
Shares356 from 356
Change0 (0%)
Value$79.1K (-$8.5K)
Filed 2026-11-06
Planning Strategies Inc.
INCREASED
Shares336 from 335
Change+1 (+0%)
Value$74.7K (-$7.8K)
Filed 2026-10-02
Adirondack Trust Co
INCREASED
Shares327 from 291
Change+36 (+12%)
Value$72.7K (+$1.0K)
Filed 2026-10-14
Acumen Wealth Advisors, LLC
UNCHANGED
Shares323 from 323
Change0 (0%)
Value$71.7K (-$7.7K)
Filed 2026-11-05
West Branch Capital LLC
UNCHANGED
Shares315 from 315
Change0 (0%)
Value$70.0K (-$7.5K)
Filed 2026-10-20
Physician Wealth Advisors, Inc.
UNCHANGED
Shares311 from 311
Change0 (0%)
Value$69.1K (-$7.5K)
Filed 2026-10-20
Fairman Group, LLC
UNCHANGED
Shares308 from 308
Change0 (0%)
Value$68.5K (-$7.4K)
Filed 2026-10-26
Spire Wealth Management
DECREASED
Shares290 from 347
Change-57 (-16%)
Value$64.4K (-$21.1K)
Filed 2026-10-30
Burkett Financial Services, LLC
NEW
Shares279
Change+279
Value$62.0K
Filed 2026-10-01
McCarley & Cook Financial Planners
UNCHANGED
Shares267 from 267
Change0 (0%)
Value$59.3K (-$6.4K)
Filed 2026-10-21
Axiom Investment Management LLC
UNCHANGED
Shares266 from 266
Change0 (0%)
Value$59.1K (-$6.4K)
Filed 2026-11-03
Avion Wealth
INCREASED
Shares264 from 254
Change+10 (+4%)
Value$58 (-$61.9K)
Filed 2026-11-04
Activest Wealth Management
INCREASED
Shares262 from 255
Change+7 (+3%)
Value$58.2K (-$4.6K)
Filed 2026-10-15
Rosenberg Matthew Hamilton
DECREASED
Shares253 from 278
Change-25 (-9%)
Value$56.2K (-$12.2K)
Filed 2026-10-05
High Note Wealth, LLC
INCREASED
Shares251 from 243
Change+8 (+3%)
Value$55.8K (-$4.0K)
Filed 2026-10-27
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
DECREASED
Shares249 from 289
Change-40 (-14%)
Value$55.3K (-$15.8K)
Filed 2026-11-06
Hickory Point Bank & Trust
UNCHANGED
Shares245 from 245
Change0 (0%)
Value$54.5K (-$5.9K)
Filed 2026-10-01
Davis Capital Management
INCREASED
Shares222 from 209
Change+13 (+6%)
Value$49.3K (-$2.1K)
Filed 2026-10-08
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares221 from 1,574
Change-1,353 (-86%)
Value$49.1K (-$338.6K)
Filed 2026-10-14
Signature Equity Partners, LLC
DECREASED
Shares217 from 1,339
Change-1,122 (-84%)
Value$48.2K (-$281.4K)
Filed 2026-10-29
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares215 from 215
Change0 (0%)
Value$47.8K (-$5.2K)
Filed 2026-10-13
Union Savings Bank
UNCHANGED
Shares212 from 212
Change0 (0%)
Value$47.1K (-$5.1K)
Filed 2026-10-14
Toth Financial Advisory Corp
INCREASED
Shares210 from 175
Change+35 (+20%)
Value$46.7K (+$3.6K)
Filed 2026-10-08
Private Wealth Management Group, LLC
INCREASED
Shares209 from 170
Change+39 (+23%)
Value$46.5K (+$4.6K)
Filed 2026-10-19
Cape Investment Advisory, Inc.
INCREASED
Shares206 from 205
Change+1 (+0%)
Value$45.8K (-$4.7K)
Filed 2026-10-13
Westside Investment Management, Inc.
UNCHANGED
Shares203 from 203
Change0 (0%)
Value$45.1K (-$4.9K)
Filed 2026-11-02
Country Trust Bank
UNCHANGED
Shares201 from 201
Change0 (0%)
Value$44.7K (-$4.8K)
Filed 2026-10-30
Towne Trust Company, N.a
INCREASED
Shares198 from 25
Change+173 (+692%)
Value$44.0K (+$37.9K)
Filed 2026-10-28
Center for Financial Planning, Inc.
INCREASED
Shares192 from 55
Change+137 (+249%)
Value$42.7K (+$29.1K)
Filed 2026-10-26
Centerpoint Advisors, LLC
INCREASED
Shares191 from 189
Change+2 (+1%)
Value$43 (-$47.0K)
Filed 2026-11-05
Richardson Financial Services Inc.
INCREASED
Shares190 from 177
Change+13 (+7%)
Value$42.2K (-$1.4K)
Filed 2026-10-30
Wilkerson Advisory Group LLC
INCREASED
Shares188 from 180
Change+8 (+4%)
Value$41.8K (-$2.5K)
Filed 2026-10-20
Sarver Vrooman Wealth Advisors
UNCHANGED
Shares185 from 185
Change0 (0%)
Value$41.1K (-$5.2K)
Filed 2026-10-01
Financial Perspectives, Inc
INCREASED
Shares176 from 142
Change+34 (+24%)
Value$39.1K (+$4.2K)
Filed 2026-11-03
West Financial Advisors, LLC
UNCHANGED
Shares174 from 174
Change0 (0%)
Value$38.7K (-$4.2K)
Filed 2026-10-22
TFC Financial Management, Inc.
UNCHANGED
Shares172 from 172
Change0 (0%)
Value$38.2K (-$4.1K)
Filed 2026-10-26
Abound Wealth Management
UNCHANGED
Shares169 from 169
Change0 (0%)
Value$37.6K (-$4.1K)
Filed 2026-10-26
Beacon Financial Strategies Corp
UNCHANGED
Shares167 from 167
Change0 (0%)
Value$37.1K (-$4.0K)
Filed 2026-10-14
Paladin Partners, LLC
UNCHANGED
Shares153 from 153
Change0 (0%)
Value$34.0K (-$3.7K)
Filed 2026-10-06
Elevation Wealth Partners, LLC
INCREASED
Shares150 from 90
Change+60 (+67%)
Value$33.3K (+$11.2K)
Filed 2026-10-07
GK Wealth Management LLC
NEW
Shares149
Change+149
Value$33.2K
Filed 2026-10-09
Bayforest Capital Ltd
DECREASED
Shares144 from 270
Change-126 (-47%)
Value$32.0K (-$34.5K)
Filed 2026-11-03
Montag A & Associates Inc
INCREASED
Shares143 from 135
Change+8 (+6%)
Value$31.8K (-$1.5K)
Filed 2026-10-29
Albion Financial Group
INCREASED
Shares141 from 138
Change+3 (+2%)
Value$31.3K (-$2.7K)
Filed 2026-10-21
Winch Advisory Services, LLC
INCREASED
Shares140 from 139
Change+1 (+1%)
Value$31.1K (-$3.1K)
Filed 2026-11-06
Triumph Capital Management
INCREASED
Shares138 from 137
Change+1 (+1%)
Value$30.6K (-$3.3K)
Filed 2026-10-14
Archer Investment Corp
INCREASED
Shares136 from 135
Change+1 (+1%)
Value$30.1K (-$3.1K)
Filed 2026-11-05
Buck Wealth Strategies, LLC
DECREASED
Shares128 from 129
Change-1 (-1%)
Value$28.5K (-$3.3K)
Filed 2026-10-28
Joseph Group Capital Management
INCREASED
Shares122 from 102
Change+20 (+20%)
Value$27.1K (+$2.0K)
Filed 2026-11-04
Wolff Wiese Magana LLC
UNCHANGED
Shares122 from 122
Change0 (0%)
Value$27.1K (-$2.9K)
Filed 2026-10-15
Phillip James Consulting Co.
UNCHANGED
Shares120 from 120
Change0 (0%)
Value$26.7K (-$2.9K)
Filed 2026-11-03
Monetary Solutions, Ltd
UNCHANGED
Shares119 from 119
Change0 (0%)
Value$26.4K (-$2.9K)
Filed 2026-10-22
Nova Financial LLC
NEW
Shares118
Change+118
Value$26.2K
Filed 2026-11-04
Covestor Ltd
DECREASED
Shares115 from 192
Change-77 (-40%)
Value$26 (-$47.0K)
Filed 2026-10-30
Plante Moran Financial Advisors, LLC
INCREASED
Shares114 from 93
Change+21 (+23%)
Value$25.4K (+$2.4K)
Filed 2026-11-04
James T. Borello RIA
INCREASED
Shares113 from 105
Change+8 (+8%)
Value$25.1K (-$737)
Filed 2026-10-16
Bank & Trust Co
DECREASED
Shares111 from 133
Change-22 (-17%)
Value$24.7K (-$8.1K)
Filed 2026-10-07
Aventus Investment Advisors, Inc.
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$24.4K (-$2.6K)
Filed 2026-10-09
Laurel Wealth Advisors LLC
NEW
Shares104
Change+104
Value$23.1K
Filed 2026-10-27
Summit Securities Group LLC
DECREASED
Shares100 from 293
Change-193 (-66%)
Value$22.2K (-$49.9K)
Filed 2026-11-05
Pflug Koory, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$22.2K (-$2.4K)
Filed 2026-10-26
Fortis Group Advisors, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$22.2K (-$2.4K)
Filed 2026-11-06
WPG Advisers, LLC
INCREASED
Shares95 from 60
Change+35 (+58%)
Value$21.1K (+$6.3K)
Filed 2026-10-27
Access Investment Management LLC
UNCHANGED
Shares92 from 92
Change0 (0%)
Value$20.4K (-$2.2K)
Filed 2026-10-23
Axxion S.A.
UNCHANGED
Shares92 from 92
Change0 (0%)
Value$20.4K (-$2.2K)
Filed 2026-10-22
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares91 from 91
Change0 (0%)
Value$20.2K (-$2.2K)
Filed 2026-10-15
GGM Financial LLC
INCREASED
Shares90 from 89
Change+1 (+1%)
Value$20.0K (-$2.0K)
Filed 2026-11-05
Leonteq Securities AG
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$20.0K (-$2.2K)
Filed 2026-10-29
Balance Wealth Partners LLC
NEW
Shares89
Change+89
Value$19.8K
Filed 2026-10-27
Rothwell Investment Advisors, LLC
NEW
Shares88
Change+88
Value$19.5K
Filed 2026-11-06
Trust Co of Toledo NA
DECREASED
Shares88 from 94
Change-6 (-6%)
Value$19.6K (-$3.6K)
Filed 2026-10-16
Proathlete Wealth Management LLC
INCREASED
Shares87 from 24
Change+63 (+263%)
Value$19.3K (+$13.4K)
Filed 2026-10-15
Retirement Wealth Solutions LLC
UNCHANGED
Shares86 from 86
Change0 (0%)
Value$19.1K (-$2.0K)
Filed 2026-10-07
Meriwether Wealth & Planning, LLC
NEW
Shares85
Change+85
Value$18.9K
Filed 2026-10-13
Citizens National Bank Trust Department
UNCHANGED
Shares83 from 83
Change0 (0%)
Value$18.4K (-$2.0K)
Filed 2026-11-04
Creative Capital Management Investments LLC
INCREASED
Shares80 from 55
Change+25 (+45%)
Value$17.8K (+$4.2K)
Filed 2026-10-28
Valued Wealth Advisors LLC
INCREASED
Shares80 from 79
Change+1 (+1%)
Value$17.7K (-$1.7K)
Filed 2026-11-05
RHL Group, LLC
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$17.7K (-$2.0K)
Filed 2026-11-04
Piscataqua Savings Bank
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$16.7K (-$1.8K)
Filed 2026-10-21
Bfsg, LLC
NEW
Shares72
Change+72
Value$16.0K
Filed 2026-10-30
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED
Shares71 from 71
Change0 (0%)
Value$16 (-$1)
Filed 2026-10-14
High Point Wealth Management, LLC
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$15.6K (-$1.7K)
Filed 2026-11-05
Bay Harbor Wealth Management, LLC
INCREASED
Shares68 from 57
Change+11 (+19%)
Value$15.1K (+$1.1K)
Filed 2026-11-03
Pittenger & Anderson Inc
NEW
Shares66
Change+66
Value$14.7K
Filed 2026-11-02
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED
Shares66 from 66
Change0 (0%)
Value$14.7K (-$1.6K)
Filed 2026-10-28
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares63 from 63
Change0 (0%)
Value$14.0K (-$1.5K)
Filed 2026-10-30
Cedar Mountain Advisors, LLC
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$13.3K (-$1.4K)
Filed 2026-10-15
Bradley & Co. Private Wealth Management, LLC
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$13.3K (-$1.4K)
Filed 2026-10-23
Evolution Wealth Management Inc.
INCREASED
Shares59 from 58
Change+1 (+2%)
Value$13.1K (-$1.2K)
Filed 2026-10-28
Indiana Trust & Investment Management Co
UNCHANGED
Shares58 from 58
Change0 (0%)
Value$12.9K (-$1.4K)
Filed 2026-10-22
Ulland Investment Advisors, LLC
UNCHANGED
Shares57 from 57
Change0 (0%)
Value$13 (-$1)
Filed 2026-10-13
Arlington Trust Co LLC
INCREASED
Shares56 from 43
Change+13 (+30%)
Value$12.4K (+$1.9K)
Filed 2026-10-20
Nfsg Corp
INCREASED
Shares56 from 55
Change+1 (+2%)
Value$12.4K (-$1.1K)
Filed 2026-10-15
Downshift Financial, LLC
UNCHANGED
Shares51 from 51
Change0 (0%)
Value$11.3K (-$1.2K)
Filed 2026-10-13
Next Level Wealth Planning, LLC
NEW
Shares50
Change+50
Value$11.1K
Filed 2026-10-29
Beutel, Goodman & Co Ltd.
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$11 (-$1)
Filed 2026-11-04
Richardson Capital Management LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$11.1K (-$1.2K)
Filed 2026-10-23
Northstar Asset Management Co
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$11.1K (-$1.4K)
Filed 2026-10-22
Lodestone Wealth Management LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$11.1K (-$1.2K)
Filed 2026-10-14
Ascentis Wealth Management, LLC
NEW
Shares47
Change+47
Value$10.4K
Filed 2026-11-03
Alpine Bank Wealth Management
NEW
Shares46
Change+46
Value$10.2K
Filed 2026-10-16
Armstrong Advisory Group, Inc
DECREASED
Shares45 from 59
Change-14 (-24%)
Value$10.0K (-$4.5K)
Filed 2026-10-09
Hilltop National Bank
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$10.0K (-$1.1K)
Filed 2026-10-14
William Mack & Associates, Inc.
NEW
Shares40
Change+40
Value$8.9K
Filed 2026-10-27
Signature Resources Capital Management, LLC
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$8.9K (-$959)
Filed 2026-10-16
Clark Wealth Partners
INCREASED
Shares38 from 36
Change+2 (+6%)
Value$8.4K (-$418)
Filed 2026-10-19
Flagship Wealth Advisors, LLC
NEW
Shares37
Change+37
Value$8.2K
Filed 2026-11-03
IMG Wealth Management, Inc.
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$8.2K (-$886)
Filed 2026-10-27
Global Trust Asset Management, LLC
DECREASED
Shares34 from 51
Change-17 (-33%)
Value$7.6K (-$5.0K)
Filed 2026-10-19
Burk Holdings LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$6.7K (-$719)
Filed 2026-11-05
Security National Bank
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$6.4K (-$694)
Filed 2026-10-26
Barnes Dennig Private Wealth Management LLC
INCREASED
Shares27 from 21
Change+6 (+29%)
Value$6.0K (+$830)
Filed 2026-10-30
United Financial Planning Group LLC
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$6.0K (-$647)
Filed 2026-11-04
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$6.0K (-$646)
Filed 2026-10-23
Gleason Group, Inc.
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$6.0K (-$647)
Filed 2026-10-15
KFG LLC
NEW
Shares25
Change+25
Value$5.6K
Filed 2026-11-02
Latitude Advisors, LLC
NEW
Shares25
Change+25
Value$5.6K
Filed 2026-10-27
FNY Investment Advisers, LLC
INCREASED
Shares25 from 8
Change+17 (+213%)
Value$5 (+$4)
Filed 2026-10-16
Mosley Wealth Management
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$4.9K (-$678)
Filed 2026-10-16
Ares Financial Consulting, LLC
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$4.7K (-$483)
Filed 2026-10-19
American National Bank & Trust
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$4.7K (-$502)
Filed 2026-10-07
Gilpin Wealth Management, LLC
NEW
Shares20
Change+20
Value$4.4K
Filed 2026-10-09
American Capital Advisory, LLC
INCREASED
Shares20 from 19
Change+1 (+5%)
Value$4.4K (-$233)
Filed 2026-10-28
Key Capital Management, Inc
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$4.2K (-$455)
Filed 2026-11-03
Quaker Wealth Management, LLC
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$4.2K (-$456)
Filed 2026-10-22
Alta Capital Management LLC/
NEW
Shares18
Change+18
Value$4.0K
Filed 2026-10-26
Kingdom Financial Group Llc.
NEW
Shares18
Change+18
Value$4.0K
Filed 2026-11-04
Trifecta Capital Advisors, LLC
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$4.0K (-$431)
Filed 2026-10-21
Sunrise Financial Services, LLC
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$4.0K (-$431)
Filed 2026-10-21
UMB Private Wealth Management, LLC
NEW
Shares16
Change+16
Value$3.6K
Filed 2026-10-19
Elevated Capital Advisors, LLC
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$3.6K (-$384)
Filed 2026-11-04
Tsfg, LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$3 (-$1)
Filed 2026-10-23
WestEnd Advisors, LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$3.3K (-$359)
Filed 2026-10-27
Financial Network Wealth Advisors LLC
INCREASED
Shares14 from 7
Change+7 (+100%)
Value$3.1K (+$1.4K)
Filed 2026-10-28
MTM Investment Management, LLC
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$3.1K (-$335)
Filed 2026-10-30
Granite FO LLC
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$3.1K (-$335)
Filed 2026-10-14
Lynch Investment Planning, LLC
NEW
Shares10
Change+10
Value$2.2K
Filed 2026-10-27
Tounjian Advisory Partners, LLC
DECREASED
Shares10 from 14
Change-4 (-29%)
Value$2.3K (-$1.2K)
Filed 2026-11-04
Ashurst Perkins Coie Trust Co
NEW
Shares9
Change+9
Value$2.0K
Filed 2026-10-15
GoalVest Advisory LLC
DECREASED
Shares9 from 12
Change-3 (-25%)
Value$2.0K (-$955)
Filed 2026-10-02
DecisionPoint Financial, LLC
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$2.0K (-$278)
Filed 2026-10-27
Cranbrook Wealth Management, LLC
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$1.9K (-$206)
Filed 2026-10-28
PayPay Securities Corp
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$1.8K (-$192)
Filed 2026-10-27
Kings Path Partners LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$1.8K (-$192)
Filed 2026-10-21
Advocate Investing Services LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$1.8K (-$192)
Filed 2026-10-26
Portfolio Resources Advisor Group, Inc.
NEW
Shares7
Change+7
Value$1.6K
Filed 2026-10-20
John Boyer, Inc.
NEW
Shares7
Change+7
Value$1.6K
Filed 2026-10-27
Addison Advisors LLC
NEW
Shares7
Change+7
Value$1.6K
Filed 2026-11-06
Nvest Wealth Strategies, Inc.
INCREASED
Shares6 from 3
Change+3 (+100%)
Value$1.3K (+$595)
Filed 2026-10-14
Align Financial, LLC
NEW
Shares5
Change+5
Value$1.1K
Filed 2026-10-16
Fairscale Capital, LLC
NEW
Shares5
Change+5
Value$1.1K
Filed 2026-11-04
Navigoe, LLC
DECREASED
Shares5 from 7
Change-2 (-29%)
Value$1 ($0)
Filed 2026-11-04
Torren Management, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$1.2K (-$120)
Filed 2026-10-29
Mascoma Wealth Management LLC
INCREASED
Shares4 from 2
Change+2 (+100%)
Value$889 (+$397)
Filed 2026-10-23
Trust Co
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$889 (-$96)
Filed 2026-10-09
William B. Walkup & Associates, Inc.
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$889 (-$96)
Filed 2026-11-05
Marquette Asset Management, LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$890 (-$95)
Filed 2026-10-09
NorthAvenue LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$667 (-$72)
Filed 2026-10-29
Breakwater Investment Management
NEW
Shares2
Change+2
Value$445
Filed 2026-10-20
StrongBox Wealth, LLC
NEW
Shares2
Change+2
Value$445
Filed 2026-11-02
Fairway Wealth LLC
NEW
Shares2
Change+2
Value$445
Filed 2026-10-30
Strengthening Families & Communities, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$448 (-$44)
Filed 2026-10-21
Morton Brown Family Wealth, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$445 (-$47)
Filed 2026-10-23
3 Factor Indexing, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$445 (-$48)
Filed 2026-10-15
Maryland Capital Advisors Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$223 (-$24)
Filed 2026-10-15
GenTrust, LLC
CLOSED
Shares0 from 68,701
Change-68,701 (-100%)
Value$0 (-$16.9M)
Filed 2026-11-06
BNC Wealth Management, LLC
CLOSED
Shares0 from 30,376
Change-30,376 (-100%)
Value$0 (-$7.5M)
Filed 2026-10-19
Moody Aldrich Partners LLC
CLOSED
Shares0 from 20,351
Change-20,351 (-100%)
Value$0 (-$5.0M)
Filed 2026-10-27
Tweedy, Browne Co LLC
CLOSED
Shares0 from 13,214
Change-13,214 (-100%)
Value$0 (-$3.3M)
Filed 2026-11-04
Center for Wealth Management Advisory
CLOSED
Shares0 from 8,678
Change-8,678 (-100%)
Value$0 (-$2.1M)
Filed 2026-10-23
Grandview Asset Management LLC
CLOSED
Shares0 from 4,758
Change-4,758 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-19
Wellington Shields & Co., LLC
CLOSED
Shares0 from 4,244
Change-4,244 (-100%)
Value$0 (-$1.0M)
Filed 2026-11-03
Zega Investments, LLC
CLOSED
Shares0 from 4,014
Change-4,014 (-100%)
Value$0 (-$988.3K)
Filed 2026-11-04
LBP AM SA
CLOSED
Shares0 from 3,422
Change-3,422 (-100%)
Value$0 (-$842.6K)
Filed 2026-11-06
iA Global Asset Management Inc.
CLOSED
Shares0 from 2,430
Change-2,430 (-100%)
Value$0 (-$598.0K)
Filed 2026-10-29
One Wealth Capital Management, LLC
CLOSED
Shares0 from 2,238
Change-2,238 (-100%)
Value$0 (-$551.0K)
Filed 2026-10-23
Money Concepts Capital Corp
CLOSED
Shares0 from 1,932
Change-1,932 (-100%)
Value$0 (-$475.8K)
Filed 2026-11-06
Providence First Trust Co
CLOSED
Shares0 from 1,865
Change-1,865 (-100%)
Value$0 (-$459.3K)
Filed 2026-11-02
Beacon Bank & Trust
CLOSED
Shares0 from 1,776
Change-1,776 (-100%)
Value$0 (-$437.3K)
Filed 2026-10-27
Petros Family Wealth, LLC
CLOSED
Shares0 from 1,671
Change-1,671 (-100%)
Value$0 (-$411.4K)
Filed 2026-10-28
Apeiron RIA LLC
CLOSED
Shares0 from 1,567
Change-1,567 (-100%)
Value$0 (-$262.3K)
Filed 2026-10-08
FDx Advisors, Inc.
CLOSED
Shares0 from 1,239
Change-1,239 (-100%)
Value$0 (-$305.0K)
Filed 2026-11-05
Exchange Bank
CLOSED
Shares0 from 1,230
Change-1,230 (-100%)
Value$0 (-$302.9K)
Filed 2026-10-07
First Business Financial Services, Inc.
CLOSED
Shares0 from 1,130
Change-1,130 (-100%)
Value$0 (-$278.2K)
Filed 2026-10-29
Lebenthal Global Advisors, LLC
CLOSED
Shares0 from 1,082
Change-1,082 (-100%)
Value$0 (-$266.5K)
Filed 2026-10-28
Triune Financial Partners, LLC
CLOSED
Shares0 from 1,070
Change-1,070 (-100%)
Value$0 (-$263.4K)
Filed 2026-11-03
GW Henssler & Associates LTD
CLOSED
Shares0 from 1,043
Change-1,043 (-100%)
Value$0 (-$256.8K)
Filed 2026-10-26
Grant Private Wealth Management Inc
CLOSED
Shares0 from 1,042
Change-1,042 (-100%)
Value$0 (-$256.6K)
Filed 2026-10-19
Provident Wealth Management, LLC
CLOSED
Shares0 from 970
Change-970 (-100%)
Value$0 (-$238.8K)
Filed 2026-10-20
Paragon Private Wealth Management, LLC
CLOSED
Shares0 from 961
Change-961 (-100%)
Value$0 (-$236.7K)
Filed 2026-10-20
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 950
Change-950 (-100%)
Value$0 (-$233.9K)
Filed 2026-10-27
Cornerstone Advisory, LLC
CLOSED
Shares0 from 938
Change-938 (-100%)
Value$0 (-$230.9K)
Filed 2026-11-06
Balefire, LLC
CLOSED
Shares0 from 935
Change-935 (-100%)
Value$0 (-$230.2K)
Filed 2026-10-09
Robinswood Financial LLC
CLOSED
Shares0 from 913
Change-913 (-100%)
Value$0 (-$224.9K)
Filed 2026-10-20
Balentine LLC
CLOSED
Shares0 from 905
Change-905 (-100%)
Value$0 (-$222.8K)
Filed 2026-11-03
Piedmont Capital Management, LLC
CLOSED
Shares0 from 896
Change-896 (-100%)
Value$0 (-$220.6K)
Filed 2026-10-21
Marble Harbor Investment Counsel, LLC
CLOSED
Shares0 from 894
Change-894 (-100%)
Value$0 (-$220.1K)
Filed 2026-11-06
Good Steward Wealth Advisors,LLC
CLOSED
Shares0 from 893
Change-893 (-100%)
Value$0 (-$219.9K)
Filed 2026-11-06
PFG Advisors
CLOSED
Shares0 from 890
Change-890 (-100%)
Value$0 (-$219.2K)
Filed 2026-10-16
Veery Capital, LLC
CLOSED
Shares0 from 887
Change-887 (-100%)
Value$0 (-$218.4K)
Filed 2026-10-07
Luts & Greenleigh Group, Inc.
CLOSED
Shares0 from 885
Change-885 (-100%)
Value$0 (-$217.9K)
Filed 2026-11-05
Charter Capital Management, Llc\de
CLOSED
Shares0 from 880
Change-880 (-100%)
Value$0 (-$216.6K)
Filed 2026-10-28
BNB Wealth Management, LLC
CLOSED
Shares0 from 878
Change-878 (-100%)
Value$0 (-$216.2K)
Filed 2026-10-28
Veracity Capital LLC
CLOSED
Shares0 from 870
Change-870 (-100%)
Value$0 (-$214.3K)
Filed 2026-10-08
Cora Capital Advisors LLC
CLOSED
Shares0 from 868
Change-868 (-100%)
Value$0 (-$213.7K)
Filed 2026-11-02
Wedge Capital Management L L P
CLOSED
Shares0 from 865
Change-865 (-100%)
Value$0 (-$213.0K)
Filed 2026-10-13
WealthPoint Financial, LLC
CLOSED
Shares0 from 865
Change-865 (-100%)
Value$0 (-$213.0K)
Filed 2026-11-03
Reynders McVeigh Capital Management, LLC
CLOSED
Shares0 from 856
Change-856 (-100%)
Value$0 (-$211.0K)
Filed 2026-10-30
Traveka Wealth, LLC
CLOSED
Shares0 from 855
Change-855 (-100%)
Value$0 (-$210.5K)
Filed 2026-10-19
Arcataur Capital Management LLC
CLOSED
Shares0 from 855
Change-855 (-100%)
Value$0 (-$210.5K)
Filed 2026-10-21
Gouws Capital LLC
CLOSED
Shares0 from 840
Change-840 (-100%)
Value$0 (-$206.8K)
Filed 2026-10-09
Tranquility Partners, LLC
CLOSED
Shares0 from 839
Change-839 (-100%)
Value$0 (-$206.6K)
Filed 2026-10-20
Lake Street Private Wealth, LLC
CLOSED
Shares0 from 839
Change-839 (-100%)
Value$0 (-$206.8K)
Filed 2026-10-22
Impact Capital Partners LLC
CLOSED
Shares0 from 838
Change-838 (-100%)
Value$0 (-$206.3K)
Filed 2026-10-22
Encompass More Asset Management
CLOSED
Shares0 from 825
Change-825 (-100%)
Value$0 (-$203.2K)
Filed 2026-10-16
EdgeRock Capital LLC
CLOSED
Shares0 from 824
Change-824 (-100%)
Value$0 (-$202.9K)
Filed 2026-11-03
Clifford Swan Investment Counsel LLC
CLOSED
Shares0 from 818
Change-818 (-100%)
Value$0 (-$201.4K)
Filed 2026-11-05
Associated Banc-Corp
CLOSED
Shares0 from 818
Change-818 (-100%)
Value$0 (-$201.4K)
Filed 2026-10-30
Wealth Architects, LLC
CLOSED
Shares0 from 813
Change-813 (-100%)
Value$0 (-$200.2K)
Filed 2026-11-03
Cornerstone Planning Group LLC
CLOSED
Shares0 from 198
Change-198 (-100%)
Value$0 (-$50.0K)
Filed 2026-10-16
NBT Bank, N.A.
CLOSED
Shares0 from 157
Change-157 (-100%)
Value$0 (-$38.7K)
Filed 2026-10-21
Solstein Capital, LLC
CLOSED
Shares0 from 96
Change-96 (-100%)
Value$0 (-$23.6K)
Filed 2026-11-02
Chilton Capital Management LLC
CLOSED
Shares0 from 38
Change-38 (-100%)
Value$0 (-$9.4K)
Filed 2026-10-28
Kelleher Financial Advisors
CLOSED
Shares0 from 25
Change-25 (-100%)
Value$0 (-$6.2K)
Filed 2026-10-30
Whipplewood Advisors, LLC
CLOSED
Shares0 from 17
Change-17 (-100%)
Value$0 (-$4.2K)
Filed 2026-10-20
CKW Financial Group
CLOSED
Shares0 from 12
Change-12 (-100%)
Value$0 (-$3)
Filed 2026-10-29
Fiduciary Advisors, Inc.
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$2.5K)
Filed 2026-10-16
Noble Wealth Management PBC
CLOSED
Shares0 from 9
Change-9 (-100%)
Value$0 (-$2.2K)
Filed 2026-10-01
Halbert Hargrove Global Advisors, LLC
CLOSED
Shares0 from 9
Change-9 (-100%)
Value$0 (-$2.1K)
Filed 2026-10-16
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$1.2K)
Filed 2026-10-29
LifeSteps Financial, Inc.
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$1.2K)
Filed 2026-10-15
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$1.1K)
Filed 2026-10-26
Evolution Advisers, Inc.
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 ($0)
Filed 2026-11-06
BlackRock, Inc.
N/A
Shares— from 32,172,263
Change-32,172,263 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 26,208,803
Change-26,208,803 (-100%)
Value—
State Street Corp
N/A
Shares— from 18,434,446
Change-18,434,446 (-100%)
Value—
FMR LLC
N/A
Shares— from 14,254,710
Change-14,254,710 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 10,597,926
Change-10,597,926 (-100%)
Value—
Norges Bank
N/A
Shares— from 10,145,985
Change-10,145,985 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 8,539,645
Change-8,539,645 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 8,424,326
Change-8,424,326 (-100%)
Value—
Capital Research Global Investors
N/A
Shares— from 7,694,464
Change-7,694,464 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 6,059,766
Change-6,059,766 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 6,019,533
Change-6,019,533 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 5,343,276
Change-5,343,276 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 5,130,246
Change-5,130,246 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 4,572,235
Change-4,572,235 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 4,503,549
Change-4,503,549 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 4,288,913
Change-4,288,913 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 4,245,984
Change-4,245,984 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 4,224,201
Change-4,224,201 (-100%)
Value—
Aristotle Capital Management, LLC
N/A
Shares— from 3,855,586
Change-3,855,586 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 3,607,786
Change-3,607,786 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 3,589,655
Change-3,589,655 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 3,074,194
Change-3,074,194 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 2,717,766
Change-2,717,766 (-100%)
Value—
UBS Group AG
N/A
Shares— from 2,515,431
Change-2,515,431 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 2,293,597
Change-2,293,597 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 2,254,504
Change-2,254,504 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 2,103,553
Change-2,103,553 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,989,773
Change-1,989,773 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 1,940,468
Change-1,940,468 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,915,284
Change-1,915,284 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 1,764,995
Change-1,764,995 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 1,759,998
Change-1,759,998 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 1,742,260
Change-1,742,260 (-100%)
Value—
Capital International Investors
N/A
Shares— from 1,575,996
Change-1,575,996 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 1,497,825
Change-1,497,825 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 1,339,181
Change-1,339,181 (-100%)
Value—
Jennison Associates LLC
N/A
Shares— from 1,227,318
Change-1,227,318 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 1,091,133
Change-1,091,133 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 1,038,066
Change-1,038,066 (-100%)
Value—
National Pension Service
N/A
Shares— from 1,001,729
Change-1,001,729 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 936,010
Change-936,010 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 898,942
Change-898,942 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 896,725
Change-896,725 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 838,076
Change-838,076 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 824,181
Change-824,181 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 819,060
Change-819,060 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 771,649
Change-771,649 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 743,654
Change-743,654 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 742,111
Change-742,111 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 718,151
Change-718,151 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 713,705
Change-713,705 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 698,054
Change-698,054 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 691,773
Change-691,773 (-100%)
Value—
Brandes Investment Partners, LP
N/A
Shares— from 677,618
Change-677,618 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 642,044
Change-642,044 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 636,098
Change-636,098 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 628,703
Change-628,703 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 626,279
Change-626,279 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 618,232
Change-618,232 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 568,616
Change-568,616 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 568,157
Change-568,157 (-100%)
Value—
Crawford Investment Counsel Inc
N/A
Shares— from 563,647
Change-563,647 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 520,182
Change-520,182 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 506,183
Change-506,183 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 496,307
Change-496,307 (-100%)
Value—
Davis Selected Advisers
N/A
Shares— from 496,066
Change-496,066 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 493,739
Change-493,739 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 450,151
Change-450,151 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 445,449
Change-445,449 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 440,590
Change-440,590 (-100%)
Value—
Fiduciary Management Inc
N/A
Shares— from 427,245
Change-427,245 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 424,644
Change-424,644 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 400,742
Change-400,742 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 392,261
Change-392,261 (-100%)
Value—
Junto Capital Management LP
N/A
Shares— from 389,982
Change-389,982 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 389,592
Change-389,592 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 383,471
Change-383,471 (-100%)
Value—
FIL Ltd
N/A
Shares— from 377,428
Change-377,428 (-100%)
Value—
&partners
N/A
Shares— from 376,961
Change-376,961 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 375,555
Change-375,555 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 372,962
Change-372,962 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 364,575
Change-364,575 (-100%)
Value—
Aviva PLC
N/A
Shares— from 351,452
Change-351,452 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 339,718
Change-339,718 (-100%)
Value—
Holocene Advisors, LP
N/A
Shares— from 331,333
Change-331,333 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 323,224
Change-323,224 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 322,881
Change-322,881 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 321,577
Change-321,577 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 321,169
Change-321,169 (-100%)
Value—
Danske Bank A/S
N/A
Shares— from 304,228
Change-304,228 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 302,777
Change-302,777 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 297,470
Change-297,470 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 294,263
Change-294,263 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 291,239
Change-291,239 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 280,552
Change-280,552 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 279,306
Change-279,306 (-100%)
Value—
APG Asset Management N.V.
N/A
Shares— from 277,872
Change-277,872 (-100%)
Value—
Life Cycle Investment Partners Ltd
N/A
Shares— from 267,807
Change-267,807 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 263,005
Change-263,005 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 260,344
Change-260,344 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 259,265
Change-259,265 (-100%)
Value—
Groupama Asset Managment
N/A
Shares— from 249,458
Change-249,458 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 246,565
Change-246,565 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 244,739
Change-244,739 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 240,258
Change-240,258 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 237,741
Change-237,741 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 229,612
Change-229,612 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 229,484
Change-229,484 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 227,906
Change-227,906 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 214,828
Change-214,828 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 208,652
Change-208,652 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 205,421
Change-205,421 (-100%)
Value—
Alyeska Investment Group, L.P.
N/A
Shares— from 204,498
Change-204,498 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 201,948
Change-201,948 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 200,807
Change-200,807 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 199,715
Change-199,715 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 199,344
Change-199,344 (-100%)
Value—
Interval Partners, LP
N/A
Shares— from 199,022
Change-199,022 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 198,055
Change-198,055 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 196,010
Change-196,010 (-100%)
Value—
Trillium Asset Management, LLC
N/A
Shares— from 194,700
Change-194,700 (-100%)
Value—
Tredje Ap-fonden
N/A
Shares— from 193,167
Change-193,167 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 192,749
Change-192,749 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 190,638
Change-190,638 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 189,256
Change-189,256 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 187,606
Change-187,606 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 186,499
Change-186,499 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 182,750
Change-182,750 (-100%)
Value—
Cullen Capital Management, LLC
N/A
Shares— from 181,298
Change-181,298 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 178,259
Change-178,259 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 174,618
Change-174,618 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 171,052
Change-171,052 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 169,882
Change-169,882 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 168,840
Change-168,840 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 165,929
Change-165,929 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 164,657
Change-164,657 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 159,683
Change-159,683 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 158,558
Change-158,558 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 157,647
Change-157,647 (-100%)
Value—
Mediolanum International Funds Ltd
N/A
Shares— from 156,355
Change-156,355 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 155,040
Change-155,040 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 154,962
Change-154,962 (-100%)
Value—
Handelsbanken Fonder AB
N/A
Shares— from 152,665
Change-152,665 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 147,271
Change-147,271 (-100%)
Value—
Ruffer LLP
N/A
Shares— from 145,485
Change-145,485 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 144,856
Change-144,856 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 139,977
Change-139,977 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 138,131
Change-138,131 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 137,016
Change-137,016 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 135,901
Change-135,901 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 135,572
Change-135,572 (-100%)
Value—
Vinva Investment Management Ltd
N/A
Shares— from 128,341
Change-128,341 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 128,244
Change-128,244 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 128,210
Change-128,210 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 127,106
Change-127,106 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 125,901
Change-125,901 (-100%)
Value—
Jupiter Asset Management LTD
N/A
Shares— from 124,218
Change-124,218 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 122,019
Change-122,019 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 121,779
Change-121,779 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 121,262
Change-121,262 (-100%)
Value—
Employees Provident Fund Board
N/A
Shares— from 120,500
Change-120,500 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 119,963
Change-119,963 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 119,549
Change-119,549 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 116,979
Change-116,979 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 114,666
Change-114,666 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 114,053
Change-114,053 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 111,761
Change-111,761 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 111,000
Change-111,000 (-100%)
Value—
Man Group plc
N/A
Shares— from 110,452
Change-110,452 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 109,372
Change-109,372 (-100%)
Value—
Capitolis Liquid Global Markets LLC
N/A
Shares— from 107,770
Change-107,770 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 104,876
Change-104,876 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 99,505
Change-99,505 (-100%)
Value—
Lansforsakringar Fondforvaltning AB (publ)
N/A
Shares— from 99,369
Change-99,369 (-100%)
Value—
Zurich Insurance Group Ltd
N/A
Shares— from 96,831
Change-96,831 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 92,597
Change-92,597 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 91,869
Change-91,869 (-100%)
Value—
NFJ Investment Group, LLC
N/A
Shares— from 89,957
Change-89,957 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 87,672
Change-87,672 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 87,129
Change-87,129 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 86,368
Change-86,368 (-100%)
Value—
Covington Investment Advisors Inc.
N/A
Shares— from 85,081
Change-85,081 (-100%)
Value—
Storebrand Asset Management AS
N/A
Shares— from 84,630
Change-84,630 (-100%)
Value—
Varma Mutual Pension Insurance Co
N/A
Shares— from 84,034
Change-84,034 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 82,490
Change-82,490 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 82,009
Change-82,009 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 81,704
Change-81,704 (-100%)
Value—
River Road Asset Management, LLC
N/A
Shares— from 80,848
Change-80,848 (-100%)
Value—
Stephens Inc
N/A
Shares— from 80,622
Change-80,622 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 78,329
Change-78,329 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 74,358
Change-74,358 (-100%)
Value—
Lighthouse Investment Partners, LLC
N/A
Shares— from 71,854
Change-71,854 (-100%)
Value—
Estabrook Capital Management
N/A
Shares— from 70,676
Change-70,676 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 67,327
Change-67,327 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 66,623
Change-66,623 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 66,276
Change-66,276 (-100%)
Value—
Delta Global Management LP
N/A
Shares— from 65,621
Change-65,621 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 65,119
Change-65,119 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 63,769
Change-63,769 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 61,675
Change-61,675 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 60,971
Change-60,971 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 60,299
Change-60,299 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 60,084
Change-60,084 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 60,009
Change-60,009 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 59,786
Change-59,786 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 59,599
Change-59,599 (-100%)
Value—
M. Kulyk & Associates, LLC
N/A
Shares— from 59,384
Change-59,384 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 57,577
Change-57,577 (-100%)
Value—
Andra Ap-fonden
N/A
Shares— from 57,199
Change-57,199 (-100%)
Value—
Basswood Capital Management, L.L.C.
N/A
Shares— from 56,169
Change-56,169 (-100%)
Value—
Blair William & Co
N/A
Shares— from 55,938
Change-55,938 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 53,415
Change-53,415 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 53,191
Change-53,191 (-100%)
Value—
Artisan Partners Limited Partnership
N/A
Shares— from 52,890
Change-52,890 (-100%)
Value—
Sirios Capital Management L P
N/A
Shares— from 52,489
Change-52,489 (-100%)
Value—
Emerald Investment Advisers, LLC
N/A
Shares— from 49,479
Change-49,479 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 49,260
Change-49,260 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 49,106
Change-49,106 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 48,356
Change-48,356 (-100%)
Value—
Commerce Bank
N/A
Shares— from 48,309
Change-48,309 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 48,117
Change-48,117 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 47,472
Change-47,472 (-100%)
Value—
Nordea Investment Management AB
N/A
Shares— from 46,405
Change-46,405 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 46,041
Change-46,041 (-100%)
Value—
Prudential PLC
N/A
Shares— from 45,019
Change-45,019 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 44,994
Change-44,994 (-100%)
Value—
Zevin Asset Management LLC
N/A
Shares— from 43,658
Change-43,658 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 43,267
Change-43,267 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 43,134
Change-43,134 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 42,534
Change-42,534 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 41,619
Change-41,619 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 40,368
Change-40,368 (-100%)
Value—
Canada Post Corp Registered Pension Plan
N/A
Shares— from 39,705
Change-39,705 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 38,944
Change-38,944 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 38,803
Change-38,803 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 38,487
Change-38,487 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 38,258
Change-38,258 (-100%)
Value—
Allstate Corp
N/A
Shares— from 37,876
Change-37,876 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 37,861
Change-37,861 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 37,596
Change-37,596 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 37,523
Change-37,523 (-100%)
Value—
Heartland Advisors Inc
N/A
Shares— from 37,357
Change-37,357 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 36,885
Change-36,885 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 36,294
Change-36,294 (-100%)
Value—
Socorro Asset Management LP
N/A
Shares— from 36,137
Change-36,137 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 35,669
Change-35,669 (-100%)
Value—
Polar Asset Management Partners Inc.
N/A
Shares— from 34,102
Change-34,102 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 33,116
Change-33,116 (-100%)
Value—
South Dakota Investment Council
N/A
Shares— from 32,889
Change-32,889 (-100%)
Value—
Siemens Fonds Invest GmbH
N/A
Shares— from 32,029
Change-32,029 (-100%)
Value—
Mizuho Securities USA LLC
N/A
Shares— from 31,438
Change-31,438 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 31,363
Change-31,363 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 31,075
Change-31,075 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 30,363
Change-30,363 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 30,177
Change-30,177 (-100%)
Value—
Dean Investment Associates, LLC
N/A
Shares— from 30,148
Change-30,148 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 30,096
Change-30,096 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 30,046
Change-30,046 (-100%)
Value—
Lombard Odier Asset Management (Switzerland) SA
N/A
Shares— from 30,028
Change-30,028 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 29,669
Change-29,669 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 29,464
Change-29,464 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 29,226
Change-29,226 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 29,003
Change-29,003 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 28,196
Change-28,196 (-100%)
Value—
Saudi Central Bank
N/A
Shares— from 28,140
Change-28,140 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 28,125
Change-28,125 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 27,248
Change-27,248 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 26,550
Change-26,550 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 26,475
Change-26,475 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 25,810
Change-25,810 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 25,626
Change-25,626 (-100%)
Value—
Elk River Wealth Management LLC
N/A
Shares— from 25,249
Change-25,249 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 24,805
Change-24,805 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 24,717
Change-24,717 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 24,594
Change-24,594 (-100%)
Value—
Kentucky Retirement Systems
N/A
Shares— from 24,581
Change-24,581 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 24,559
Change-24,559 (-100%)
Value—
Resources Management Corp
N/A
Shares— from 24,096
Change-24,096 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 24,027
Change-24,027 (-100%)
Value—
Wealth Advisors of Tampa Bay, LLC
N/A
Shares— from 23,845
Change-23,845 (-100%)
Value—
Harvest Portfolios Group Inc.
N/A
Shares— from 23,358
Change-23,358 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 22,937
Change-22,937 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 22,706
Change-22,706 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 22,427
Change-22,427 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 22,288
Change-22,288 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 22,140
Change-22,140 (-100%)
Value—
New England Asset Management Inc
N/A
Shares— from 22,089
Change-22,089 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 22,075
Change-22,075 (-100%)
Value—
Motco
N/A
Shares— from 22,006
Change-22,006 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 21,814
Change-21,814 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 21,279
Change-21,279 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 21,263
Change-21,263 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 21,048
Change-21,048 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 20,763
Change-20,763 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 20,378
Change-20,378 (-100%)
Value—
BNP Paribas
N/A
Shares— from 20,345
Change-20,345 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 20,241
Change-20,241 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 20,070
Change-20,070 (-100%)
Value—
RBF Capital, LLC
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 19,955
Change-19,955 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 19,838
Change-19,838 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 19,681
Change-19,681 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 19,543
Change-19,543 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 19,458
Change-19,458 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 18,916
Change-18,916 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 18,892
Change-18,892 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 18,337
Change-18,337 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 18,291
Change-18,291 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 18,016
Change-18,016 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 17,947
Change-17,947 (-100%)
Value—
Ilmarinen Mutual Pension Insurance Co
N/A
Shares— from 17,275
Change-17,275 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 17,159
Change-17,159 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 17,080
Change-17,080 (-100%)
Value—
Alberta Investment Management Corp
N/A
Shares— from 17,000
Change-17,000 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 16,371
Change-16,371 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 16,248
Change-16,248 (-100%)
Value—
PDT Partners, LLC
N/A
Shares— from 16,075
Change-16,075 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 15,717
Change-15,717 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 15,607
Change-15,607 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 15,168
Change-15,168 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 15,031
Change-15,031 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 14,970
Change-14,970 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 14,825
Change-14,825 (-100%)
Value—
Walsky Investment Management, Inc.
N/A
Shares— from 14,389
Change-14,389 (-100%)
Value—
Osmosis Investment Management UK Ltd
N/A
Shares— from 14,373
Change-14,373 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 14,352
Change-14,352 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 14,289
Change-14,289 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 14,205
Change-14,205 (-100%)
Value—
Empirical Finance, LLC
N/A
Shares— from 14,112
Change-14,112 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 14,031
Change-14,031 (-100%)
Value—
Dodge & COX
N/A
Shares— from 13,960
Change-13,960 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 13,867
Change-13,867 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 13,855
Change-13,855 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 13,788
Change-13,788 (-100%)
Value—
Stance Capital LLC
N/A
Shares— from 13,742
Change-13,742 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 13,721
Change-13,721 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 13,478
Change-13,478 (-100%)
Value—
Mufg Securities Americas Inc.
N/A
Shares— from 13,279
Change-13,279 (-100%)
Value—
Rodgers Brothers Inc.
N/A
Shares— from 12,992
Change-12,992 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 12,957
Change-12,957 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 12,883
Change-12,883 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 12,874
Change-12,874 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 12,701
Change-12,701 (-100%)
Value—
Miller Investment Management, LP
N/A
Shares— from 12,580
Change-12,580 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 12,512
Change-12,512 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 12,261
Change-12,261 (-100%)
Value—
Capital International, Inc.
N/A
Shares— from 12,168
Change-12,168 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 11,798
Change-11,798 (-100%)
Value—
SWP Investment Management LLC
N/A
Shares— from 11,767
Change-11,767 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 11,718
Change-11,718 (-100%)
Value—
Schulhoff & Co Inc
N/A
Shares— from 11,634
Change-11,634 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 11,317
Change-11,317 (-100%)
Value—
Denver Wealth Management, Inc.
N/A
Shares— from 11,118
Change-11,118 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 11,036
Change-11,036 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 11,026
Change-11,026 (-100%)
Value—
Commerzbank Aktiengesellschaft
N/A
Shares— from 11,010
Change-11,010 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 10,970
Change-10,970 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 10,958
Change-10,958 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 10,942
Change-10,942 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 10,936
Change-10,936 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 10,834
Change-10,834 (-100%)
Value—
Employees Retirement System of Texas
N/A
Shares— from 10,789
Change-10,789 (-100%)
Value—
Aspen Wealth Strategies, LLC
N/A
Shares— from 10,773
Change-10,773 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 10,698
Change-10,698 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 10,666
Change-10,666 (-100%)
Value—
Harbor Advisors LLC
N/A
Shares— from 10,444
Change-10,444 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 10,276
Change-10,276 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 10,211
Change-10,211 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 10,204
Change-10,204 (-100%)
Value—
Kentucky Retirement Systems Insurance Trust Fund
N/A
Shares— from 10,201
Change-10,201 (-100%)
Value—
Harvest Investment Advisors, LLC
N/A
Shares— from 10,097
Change-10,097 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 10,075
Change-10,075 (-100%)
Value—
Impax Asset Management Group plc
N/A
Shares— from 9,754
Change-9,754 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 9,691
Change-9,691 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 9,566
Change-9,566 (-100%)
Value—
Quantitative Investment Management, LLC
N/A
Shares— from 9,545
Change-9,545 (-100%)
Value—
IAM Advisory, LLC
N/A
Shares— from 9,231
Change-9,231 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 9,065
Change-9,065 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 8,963
Change-8,963 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 8,926
Change-8,926 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 8,703
Change-8,703 (-100%)
Value—
Weik Capital Management
N/A
Shares— from 8,650
Change-8,650 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 8,589
Change-8,589 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 8,505
Change-8,505 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 8,464
Change-8,464 (-100%)
Value—
Westpac Banking Corp
N/A
Shares— from 8,380
Change-8,380 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 8,220
Change-8,220 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 8,155
Change-8,155 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 8,129
Change-8,129 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 8,082
Change-8,082 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 7,916
Change-7,916 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 7,860
Change-7,860 (-100%)
Value—
Perspective Wealth Advisors LLC
N/A
Shares— from 7,785
Change-7,785 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 7,744
Change-7,744 (-100%)
Value—
Catalyst Funds Management Pty Ltd
N/A
Shares— from 7,650
Change-7,650 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 7,625
Change-7,625 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 7,582
Change-7,582 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 7,573
Change-7,573 (-100%)
Value—
First National Bank & Trust Co of Newtown
N/A
Shares— from 7,550
Change-7,550 (-100%)
Value—
Wealth Management Strategies, Inc.
N/A
Shares— from 7,324
Change-7,324 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 7,285
Change-7,285 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 7,093
Change-7,093 (-100%)
Value—
Ally Financial Inc.
N/A
Shares— from 7,000
Change-7,000 (-100%)
Value—
Freestone Grove Partners LP
N/A
Shares— from 6,984
Change-6,984 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 6,942
Change-6,942 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 6,928
Change-6,928 (-100%)
Value—
ABN Amro Bank N.V.
N/A
Shares— from 6,923
Change-6,923 (-100%)
Value—
Potomac Fund Management Inc
N/A
Shares— from 6,802
Change-6,802 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 6,791
Change-6,791 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 6,653
Change-6,653 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 6,640
Change-6,640 (-100%)
Value—
CSS LLC
N/A
Shares— from 6,550
Change-6,550 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 6,470
Change-6,470 (-100%)
Value—
Storgate, LLC
N/A
Shares— from 6,270
Change-6,270 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 6,269
Change-6,269 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 6,235
Change-6,235 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 6,143
Change-6,143 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 6,065
Change-6,065 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 5,981
Change-5,981 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 5,929
Change-5,929 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 5,919
Change-5,919 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 5,916
Change-5,916 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 5,904
Change-5,904 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 5,873
Change-5,873 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 5,778
Change-5,778 (-100%)
Value—
CNB Bank
N/A
Shares— from 5,670
Change-5,670 (-100%)
Value—
Severin Investments, LLC
N/A
Shares— from 5,621
Change-5,621 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 5,606
Change-5,606 (-100%)
Value—
Hamilton Capital Partners Inc.
N/A
Shares— from 5,597
Change-5,597 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 5,570
Change-5,570 (-100%)
Value—
Atlas Wealth LLC
N/A
Shares— from 5,563
Change-5,563 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 5,522
Change-5,522 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 5,522
Change-5,522 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 5,522
Change-5,522 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 5,493
Change-5,493 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 5,481
Change-5,481 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 5,439
Change-5,439 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 5,406
Change-5,406 (-100%)
Value—
Integrated Quantitative Investments LLC
N/A
Shares— from 5,232
Change-5,232 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 5,224
Change-5,224 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 5,196
Change-5,196 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 5,095
Change-5,095 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 5,086
Change-5,086 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 5,080
Change-5,080 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 5,005
Change-5,005 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 4,962
Change-4,962 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 4,959
Change-4,959 (-100%)
Value—
MainStreet Investment Advisors LLC
N/A
Shares— from 4,929
Change-4,929 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 4,912
Change-4,912 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 4,905
Change-4,905 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 4,890
Change-4,890 (-100%)
Value—
Baader Bank Aktiengesellschaft
N/A
Shares— from 4,881
Change-4,881 (-100%)
Value—
Orleans Capital Management Corp
N/A
Shares— from 4,845
Change-4,845 (-100%)
Value—
Longfellow Investment Management Co LLC
N/A
Shares— from 4,817
Change-4,817 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 4,659
Change-4,659 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 4,653
Change-4,653 (-100%)
Value—
Systematic Financial Management LP
N/A
Shares— from 4,600
Change-4,600 (-100%)
Value—
White Pine Capital LLC
N/A
Shares— from 4,556
Change-4,556 (-100%)
Value—
Beck Mack & Oliver LLC
N/A
Shares— from 4,509
Change-4,509 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 4,465
Change-4,465 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 4,389
Change-4,389 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 4,367
Change-4,367 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 4,357
Change-4,357 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 4,316
Change-4,316 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 4,291
Change-4,291 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 4,268
Change-4,268 (-100%)
Value—
S&T Bank
N/A
Shares— from 4,259
Change-4,259 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 4,239
Change-4,239 (-100%)
Value—
Denali Advisors LLC
N/A
Shares— from 4,200
Change-4,200 (-100%)
Value—
Caxton Associates LLP
N/A
Shares— from 4,198
Change-4,198 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 4,176
Change-4,176 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 4,175
Change-4,175 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 4,019
Change-4,019 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 3,973
Change-3,973 (-100%)
Value—
1248 Management, LLC
N/A
Shares— from 3,941
Change-3,941 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 3,940
Change-3,940 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 3,902
Change-3,902 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 3,894
Change-3,894 (-100%)
Value—
North Dallas Bank & Trust Co
N/A
Shares— from 3,865
Change-3,865 (-100%)
Value—
Aurdan Capital Management, LLC
N/A
Shares— from 3,841
Change-3,841 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 3,831
Change-3,831 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 3,804
Change-3,804 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 3,786
Change-3,786 (-100%)
Value—
AustralianSuper Pty Ltd
N/A
Shares— from 3,770
Change-3,770 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 3,761
Change-3,761 (-100%)
Value—
Cape ANN Savings Bank
N/A
Shares— from 3,666
Change-3,666 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 3,611
Change-3,611 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 3,590
Change-3,590 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 3,551
Change-3,551 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 3,542
Change-3,542 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 3,524
Change-3,524 (-100%)
Value—
SBI Okasan Asset Management Co.Ltd.
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 3,467
Change-3,467 (-100%)
Value—
Affinity Investment Advisors, LLC
N/A
Shares— from 3,441
Change-3,441 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 3,421
Change-3,421 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 3,410
Change-3,410 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 3,404
Change-3,404 (-100%)
Value—
EntryPoint Capital, LLC
N/A
Shares— from 3,403
Change-3,403 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 3,377
Change-3,377 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 3,364
Change-3,364 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 3,363
Change-3,363 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 3,359
Change-3,359 (-100%)
Value—
Stevens Capital Management LP
N/A
Shares— from 3,357
Change-3,357 (-100%)
Value—
AXQ Capital, LP
N/A
Shares— from 3,347
Change-3,347 (-100%)
Value—
Twin Capital Management Inc
N/A
Shares— from 3,321
Change-3,321 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 3,302
Change-3,302 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 3,298
Change-3,298 (-100%)
Value—
Alethea Capital Management, LLC
N/A
Shares— from 3,254
Change-3,254 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 3,247
Change-3,247 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 3,242
Change-3,242 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 3,226
Change-3,226 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 3,218
Change-3,218 (-100%)
Value—
Affinity Wealth Management LLC
N/A
Shares— from 3,215
Change-3,215 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 3,146
Change-3,146 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 3,131
Change-3,131 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 3,059
Change-3,059 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 3,051
Change-3,051 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 3,047
Change-3,047 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 3,042
Change-3,042 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 3,021
Change-3,021 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 3,020
Change-3,020 (-100%)
Value—
Aristotle Atlantic Partners, LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 2,988
Change-2,988 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 2,967
Change-2,967 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 2,921
Change-2,921 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 2,879
Change-2,879 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 2,868
Change-2,868 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 2,845
Change-2,845 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 2,812
Change-2,812 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 2,803
Change-2,803 (-100%)
Value—
S&CO Inc
N/A
Shares— from 2,800
Change-2,800 (-100%)
Value—
MOR Wealth Management, LLC
N/A
Shares— from 2,795
Change-2,795 (-100%)
Value—
Connors Investor Services Inc
N/A
Shares— from 2,772
Change-2,772 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 2,755
Change-2,755 (-100%)
Value—
Cinctive Capital Management LP
N/A
Shares— from 2,733
Change-2,733 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 2,698
Change-2,698 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 2,690
Change-2,690 (-100%)
Value—
Rogco, LP
N/A
Shares— from 2,689
Change-2,689 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 2,659
Change-2,659 (-100%)
Value—
Wharton Business Group, LLC
N/A
Shares— from 2,656
Change-2,656 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 2,626
Change-2,626 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 2,594
Change-2,594 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 2,572
Change-2,572 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 2,558
Change-2,558 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 2,545
Change-2,545 (-100%)
Value—
Francis Financial, Inc.
N/A
Shares— from 2,535
Change-2,535 (-100%)
Value—
Quattro Advisors LLC
N/A
Shares— from 2,515
Change-2,515 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 2,489
Change-2,489 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 2,471
Change-2,471 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 2,458
Change-2,458 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 2,455
Change-2,455 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 2,427
Change-2,427 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 2,401
Change-2,401 (-100%)
Value—
EWA, LLC
N/A
Shares— from 2,344
Change-2,344 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 2,344
Change-2,344 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 2,341
Change-2,341 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 2,340
Change-2,340 (-100%)
Value—
Caerus Investment Advisors, LLC
N/A
Shares— from 2,337
Change-2,337 (-100%)
Value—
Wills Financial Group LLC
N/A
Shares— from 2,330
Change-2,330 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 2,310
Change-2,310 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 2,306
Change-2,306 (-100%)
Value—
Optimize Financial Inc.
N/A
Shares— from 2,303
Change-2,303 (-100%)
Value—
Sound Capital Solutions LLC
N/A
Shares— from 2,303
Change-2,303 (-100%)
Value—
Sompo Asset Management Co., Ltd.
N/A
Shares— from 2,300
Change-2,300 (-100%)
Value—
Z3 Capital Partners, LLC
N/A
Shares— from 2,295
Change-2,295 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 2,284
Change-2,284 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 2,248
Change-2,248 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 2,229
Change-2,229 (-100%)
Value—
Storen Legacy Partners, LLC
N/A
Shares— from 2,223
Change-2,223 (-100%)
Value—
Polymer Capital Management (US) LLC
N/A
Shares— from 2,194
Change-2,194 (-100%)
Value—
RNC Capital Management LLC
N/A
Shares— from 2,173
Change-2,173 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 2,172
Change-2,172 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 2,170
Change-2,170 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 2,168
Change-2,168 (-100%)
Value—
SIG Brokerage, LP
N/A
Shares— from 2,148
Change-2,148 (-100%)
Value—
US Asset Management LLC
N/A
Shares— from 2,143
Change-2,143 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 2,129
Change-2,129 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 2,122
Change-2,122 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 2,116
Change-2,116 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 2,115
Change-2,115 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 2,091
Change-2,091 (-100%)
Value—
Boston Partners
N/A
Shares— from 2,089
Change-2,089 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 2,089
Change-2,089 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 2,087
Change-2,087 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 2,065
Change-2,065 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 2,032
Change-2,032 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 2,032
Change-2,032 (-100%)
Value—
DF Dent & Co Inc
N/A
Shares— from 2,007
Change-2,007 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 1,994
Change-1,994 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 1,988
Change-1,988 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 1,974
Change-1,974 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 1,945
Change-1,945 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 1,934
Change-1,934 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 1,921
Change-1,921 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 1,916
Change-1,916 (-100%)
Value—
Red Wave Investments LLC
N/A
Shares— from 1,906
Change-1,906 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 1,905
Change-1,905 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 1,900
Change-1,900 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 1,888
Change-1,888 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 1,881
Change-1,881 (-100%)
Value—
Palisades Hudson Asset Management, L.P.
N/A
Shares— from 1,872
Change-1,872 (-100%)
Value—
Twin Lakes Capital Management, LLC
N/A
Shares— from 1,866
Change-1,866 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 1,803
Change-1,803 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 1,801
Change-1,801 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 1,799
Change-1,799 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 1,794
Change-1,794 (-100%)
Value—
Trinity Legacy Partners, LLC
N/A
Shares— from 1,793
Change-1,793 (-100%)
Value—
Landing Point Financial Group, LLC
N/A
Shares— from 1,791
Change-1,791 (-100%)
Value—
Atlantic Family Wealth, LLC
N/A
Shares— from 1,790
Change-1,790 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 1,777
Change-1,777 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 1,770
Change-1,770 (-100%)
Value—
Groupe la Francaise
N/A
Shares— from 1,769
Change-1,769 (-100%)
Value—
Chesapeake Wealth Management
N/A
Shares— from 1,767
Change-1,767 (-100%)
Value—
Pine Harbor Wealth Management, LLC
N/A
Shares— from 1,741
Change-1,741 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 1,725
Change-1,725 (-100%)
Value—
American Trust
N/A
Shares— from 1,721
Change-1,721 (-100%)
Value—
Miramar Capital, LLC
N/A
Shares— from 1,713
Change-1,713 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 1,707
Change-1,707 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 1,702
Change-1,702 (-100%)
Value—
Morton Community Bank
N/A
Shares— from 1,701
Change-1,701 (-100%)
Value—
Easterly Investment Partners LLC
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
Almitas Capital LLC
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 1,675
Change-1,675 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 1,673
Change-1,673 (-100%)
Value—
Bontempo Ohly Capital Mgmt LLC
N/A
Shares— from 1,673
Change-1,673 (-100%)
Value—
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A
Shares— from 1,670
Change-1,670 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 1,664
Change-1,664 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 1,636
Change-1,636 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 1,631
Change-1,631 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 1,624
Change-1,624 (-100%)
Value—
BHK Investment Advisors, LLC
N/A
Shares— from 1,618
Change-1,618 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 1,609
Change-1,609 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 1,603
Change-1,603 (-100%)
Value—
Capital & Planning, LLC
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
PCB Capital LLC
N/A
Shares— from 1,594
Change-1,594 (-100%)
Value—
Chancellor Financial Group WB LP
N/A
Shares— from 1,581
Change-1,581 (-100%)
Value—
Conservest Capital Advisors, Inc.
N/A
Shares— from 1,569
Change-1,569 (-100%)
Value—
Numerai GP LLC
N/A
Shares— from 1,567
Change-1,567 (-100%)
Value—
Ostrum Asset Management
N/A
Shares— from 1,566
Change-1,566 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 1,552
Change-1,552 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 1,546
Change-1,546 (-100%)
Value—
Defiance ETFs, LLC
N/A
Shares— from 1,543
Change-1,543 (-100%)
Value—
German American Bancorp, Inc.
N/A
Shares— from 1,530
Change-1,530 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 1,529
Change-1,529 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 1,519
Change-1,519 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 1,514
Change-1,514 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 1,507
Change-1,507 (-100%)
Value—
Bluebird Wealth Management LLC
N/A
Shares— from 1,505
Change-1,505 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 1,494
Change-1,494 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 1,486
Change-1,486 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 1,483
Change-1,483 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 1,461
Change-1,461 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 1,443
Change-1,443 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 1,442
Change-1,442 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 1,432
Change-1,432 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 1,424
Change-1,424 (-100%)
Value—
Pincus Capital Management, LP
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
Tower Wealth Partners, Inc.
N/A
Shares— from 1,396
Change-1,396 (-100%)
Value—
Odyssean, LLC
N/A
Shares— from 1,391
Change-1,391 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 1,390
Change-1,390 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 1,389
Change-1,389 (-100%)
Value—
Optas, LLC
N/A
Shares— from 1,388
Change-1,388 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 1,376
Change-1,376 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 1,374
Change-1,374 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 1,370
Change-1,370 (-100%)
Value—
Ossiam
N/A
Shares— from 1,368
Change-1,368 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 1,360
Change-1,360 (-100%)
Value—
Inceptionr LLC
N/A
Shares— from 1,357
Change-1,357 (-100%)
Value—
Morningstar Investment Management LLC
N/A
Shares— from 1,350
Change-1,350 (-100%)
Value—
Kahn Brothers Group Inc
N/A
Shares— from 1,342
Change-1,342 (-100%)
Value—
Figure 8 Investment Strategies LLC
N/A
Shares— from 1,339
Change-1,339 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 1,316
Change-1,316 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 1,314
Change-1,314 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 1,304
Change-1,304 (-100%)
Value—
Qsemble Capital Management, LP
N/A
Shares— from 1,300
Change-1,300 (-100%)
Value—
iSAM Funds (UK) Ltd
N/A
Shares— from 1,300
Change-1,300 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 1,285
Change-1,285 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 1,279
Change-1,279 (-100%)
Value—
Meridian Wealth Partners, LLC
N/A
Shares— from 1,278
Change-1,278 (-100%)
Value—
Allianz SE
N/A
Shares— from 1,270
Change-1,270 (-100%)
Value—
Avenir Corp
N/A
Shares— from 1,266
Change-1,266 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 1,253
Change-1,253 (-100%)
Value—
Aimz Investment Advisors, LLC
N/A
Shares— from 1,250
Change-1,250 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 1,250
Change-1,250 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 1,230
Change-1,230 (-100%)
Value—
Bowen Hanes & Co Inc
N/A
Shares— from 1,228
Change-1,228 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 1,222
Change-1,222 (-100%)
Value—
Sharp Wealth Advisory, LLC
N/A
Shares— from 1,219
Change-1,219 (-100%)
Value—
ING Groep NV
N/A
Shares— from 1,202
Change-1,202 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
Balanced Wealth Group LLC
N/A
Shares— from 1,194
Change-1,194 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 1,194
Change-1,194 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 1,186
Change-1,186 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 1,182
Change-1,182 (-100%)
Value—
Brave Asset Management Inc
N/A
Shares— from 1,178
Change-1,178 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 1,175
Change-1,175 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 1,171
Change-1,171 (-100%)
Value—
Constant Guidance Financial LLC
N/A
Shares— from 1,170
Change-1,170 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 1,170
Change-1,170 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 1,166
Change-1,166 (-100%)
Value—
Meadowbrook Advisors Group, LLC
N/A
Shares— from 1,163
Change-1,163 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 1,159
Change-1,159 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 1,149
Change-1,149 (-100%)
Value—
Virtus Advisers, LLC
N/A
Shares— from 1,146
Change-1,146 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 1,134
Change-1,134 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 1,134
Change-1,134 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 1,132
Change-1,132 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 1,128
Change-1,128 (-100%)
Value—
RD Lewis Holdings, Inc.
N/A
Shares— from 1,124
Change-1,124 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 1,123
Change-1,123 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 1,116
Change-1,116 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 1,115
Change-1,115 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 1,113
Change-1,113 (-100%)
Value—
Compton Financial Group, LLC
N/A
Shares— from 1,108
Change-1,108 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 1,093
Change-1,093 (-100%)
Value—
Cyber Hornet ETFs LLC
N/A
Shares— from 1,093
Change-1,093 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1,089
Change-1,089 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 1,084
Change-1,084 (-100%)
Value—
Windward Private Wealth Management Inc.
N/A
Shares— from 1,080
Change-1,080 (-100%)
Value—
Snowwater Investment Partners, LLC
N/A
Shares— from 1,077
Change-1,077 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 1,076
Change-1,076 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 1,070
Change-1,070 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 1,055
Change-1,055 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 1,052
Change-1,052 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 1,044
Change-1,044 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 1,042
Change-1,042 (-100%)
Value—
Macro Advisors, Inc.
N/A
Shares— from 1,039
Change-1,039 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 1,036
Change-1,036 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 1,027
Change-1,027 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 1,021
Change-1,021 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 1,001
Change-1,001 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
PAR Capital Management Inc
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Independent Family Office, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 999
Change-999 (-100%)
Value—
Planning Alternatives LTD
N/A
Shares— from 984
Change-984 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 975
Change-975 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 973
Change-973 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 969
Change-969 (-100%)
Value—
Navellier & Associates Inc
N/A
Shares— from 958
Change-958 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 953
Change-953 (-100%)
Value—
Select Asset Management & Trust
N/A
Shares— from 950
Change-950 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 944
Change-944 (-100%)
Value—
Goepper Burkhardt LLC
N/A
Shares— from 943
Change-943 (-100%)
Value—
Holistic Financial Partners
N/A
Shares— from 940
Change-940 (-100%)
Value—
Legacy Capital Group California, Inc.
N/A
Shares— from 937
Change-937 (-100%)
Value—
Aspire Growth Partners LLC
N/A
Shares— from 935
Change-935 (-100%)
Value—
Summitry LLC
N/A
Shares— from 928
Change-928 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 924
Change-924 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 923
Change-923 (-100%)
Value—
Unconventional Investor, LLC
N/A
Shares— from 919
Change-919 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 901
Change-901 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 891
Change-891 (-100%)
Value—
Biondo Investment Advisors, LLC
N/A
Shares— from 891
Change-891 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 889
Change-889 (-100%)
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Capital Investment Management, Inc.
N/A
Shares— from 882
Change-882 (-100%)
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Ameriflex Group, Inc.
N/A
Shares— from 875
Change-875 (-100%)
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WealthShield Partners, LLC
N/A
Shares— from 874
Change-874 (-100%)
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GTS Securities LLC
N/A
Shares— from 872
Change-872 (-100%)
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Glen Eagle Advisors, LLC
N/A
Shares— from 864
Change-864 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 862
Change-862 (-100%)
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Destination Wealth Management
N/A
Shares— from 854
Change-854 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 851
Change-851 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 844
Change-844 (-100%)
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Sagewood Asset Management LP
N/A
Shares— from 842
Change-842 (-100%)
Value—
Resolute Wealth Strategies, LLC
N/A
Shares— from 838
Change-838 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 829
Change-829 (-100%)
Value—
UP Strategic Wealth Investment Advisors LLC
N/A
Shares— from 828
Change-828 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 824
Change-824 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 824
Change-824 (-100%)
Value—
Second Half Financial Partners, LLC
N/A
Shares— from 822
Change-822 (-100%)
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Stratos Investment Management, LLC
N/A
Shares— from 821
Change-821 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 817
Change-817 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 816
Change-816 (-100%)
Value—
Khazanah Nasional Berhad
N/A
Shares— from 815
Change-815 (-100%)
Value—
NI Acquisitions Company, LLC
N/A
Shares— from 747
Change-747 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 700
Change-700 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 595
Change-595 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 585
Change-585 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 585
Change-585 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 571
Change-571 (-100%)
Value—
Core Alternative Capital
N/A
Shares— from 564
Change-564 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 527
Change-527 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 510
Change-510 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 509
Change-509 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 504
Change-504 (-100%)
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EFG International AG
N/A
Shares— from 503
Change-503 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 489
Change-489 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 462
Change-462 (-100%)
Value—
Osterweis Capital Management Inc
N/A
Shares— from 449
Change-449 (-100%)
Value—
Silvant Capital Management LLC
N/A
Shares— from 447
Change-447 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 444
Change-444 (-100%)
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Riverview Trust Co
N/A
Shares— from 436
Change-436 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 428
Change-428 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 409
Change-409 (-100%)
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Fiduciary Financial Advisors
N/A
Shares— from 389
Change-389 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 388
Change-388 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 380
Change-380 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 367
Change-367 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 338
Change-338 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 335
Change-335 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 327
Change-327 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 324
Change-324 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 298
Change-298 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 288
Change-288 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 280
Change-280 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 272
Change-272 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 260
Change-260 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 234
Change-234 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 227
Change-227 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 220
Change-220 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 211
Change-211 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 209
Change-209 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 207
Change-207 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 190
Change-190 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 171
Change-171 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 150
Change-150 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 148
Change-148 (-100%)
Value—
Capula Management Ltd
N/A
Shares— from 141
Change-141 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 138
Change-138 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 137
Change-137 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 136
Change-136 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 132
Change-132 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 129
Change-129 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 113
Change-113 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 110
Change-110 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 108
Change-108 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 102
Change-102 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 81
Change-81 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 79
Change-79 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 79
Change-79 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 77
Change-77 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 72
Change-72 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 71
Change-71 (-100%)
Value—
KEB Asset Management, LLC
N/A
Shares— from 71
Change-71 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 66
Change-66 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 60
Change-60 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 59
Change-59 (-100%)
Value—
Cetera Trust Company, N.a
N/A
Shares— from 59
Change-59 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 49
Change-49 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 40
Change-40 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 37
Change-37 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 34
Change-34 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 32
Change-32 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 31
Change-31 (-100%)
Value—
Bard Associates Inc
N/A
Shares— from 30
Change-30 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 28
Change-28 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 26
Change-26 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 19
Change-19 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 19
Change-19 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 10
Change-10 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 5
Change-5 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 4
Change-4 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Quarry LP
N/A
Shares— from 2
Change-2 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Delta Accumulation, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Ross\johnson & Associates LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 0
Change0
Value—
Status
Geode Capital Management, LLC
INCREASED9,712,2199,519,144+193,075+2%$2.3B$2.1B-$184.1M2026-11-06
Deutsche Bank Ag\
DECREASED3,906,5524,281,492-374,940-9%$1.1B$868.3M-$185.9M2026-11-06
Bank of New York Mellon Corp
DECREASED2,509,0142,562,539-53,525-2%$630.9M$557.7M-$73.3M2026-11-05
Amundi
INCREASED2,414,3791,824,741+589,638+32%$449.3M$536.6M+$87.3M2026-11-06
Dimensional Fund Advisors LP
INCREASED2,127,0692,105,788+21,281+1%$518.5M$472.7M-$45.8M2026-11-04
Bahl & Gaynor LLC
DECREASED1,845,0581,854,557-9,499-1%$456.6M$410.1M-$46.5M2026-11-05
PNC Financial Services Group, Inc.
INCREASED1,343,8131,325,236+18,577+1%$326.3M$298.7M-$27.6M2026-11-06
Truist Financial Corp
INCREASED1,326,1551,291,446+34,709+3%$318.0M$294.8M-$23.2M2026-10-30
Principal Financial Group Inc
DECREASED1,305,0711,415,104-110,033-8%$348.4M$290.1M-$58.4M2026-11-02
Assenagon Asset Management S.A.
INCREASED1,261,3071,164,420+96,887+8%$286.7M$280.3M-$6.4M2026-10-15
Provident Trust Co
DECREASED1,254,2961,750,507-496,211-28%$431.0M$278.8M-$152.2M2026-10-29
Alecta Tjanstepension Omsesidigt
DECREASED1,059,9001,105,000-45,100-4%$271.9M$235.6M-$36.3M2026-11-02
Citigroup Inc
INCREASED1,058,3131,012,120+46,193+5%$249.2M$235.2M-$14.0M2026-11-04
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED1,037,282978,852+58,430+6%$241.0M$230.5M-$10.5M2026-11-05
LPL Financial LLC
INCREASED990,491968,289+22,202+2%$238.4M$220.1M-$18.3M2026-11-06
Sumitomo Mitsui Trust Group, Inc.
DECREASED816,033900,026-83,993-9%$221.6M$181.4M-$40.2M2026-10-29
Aberdeen Group plc
INCREASED806,300332,155+474,145+143%$81.8M$46.0M-$35.7M2026-11-06
Fifth Third Bancorp
DECREASED800,587814,543-13,956-2%$200.6M$177.9M-$22.6M2026-11-05
Barclays PLC
DECREASED732,3981,044,455-312,057-30%$257.2M$162.8M-$94.4M2026-11-06
Swedbank AB
INCREASED656,896647,829+9,067+1%$159.5M$146.0M-$13.5M2026-10-27
PFA Pension, Forsikringsaktieselskab
DECREASED500,798527,691-26,893-5%$129.9M$111.3M-$18.6M2026-11-06
Equity Investment Corp
DECREASED447,417616,797-169,380-27%$151.9M$99.4M-$52.4M2026-11-04
Vontobel Holding Ltd.
DECREASED446,575512,384-65,809-13%$126.2M$99.3M-$26.9M2026-10-16
Russell Investments Group, Ltd.
INCREASED360,055294,109+65,946+22%$72.5M$79.9M+$7.4M2026-11-06
Pictet Asset Management Holding SA
INCREASED360,047263,771+96,276+37%$64.9M$80.0M+$15.1M2026-11-03
Anchor Capital Advisors LLC
DECREASED288,580311,660-23,080-7%$76.7M$64.1M-$12.6M2026-11-05
Eurizon Capital SGR S.p.A.
DECREASED281,176281,476-3000%$69.3M$62.5M-$6.8M2026-11-06
New York State Teachers Retirement System
DECREASED279,018286,274-7,256-3%$70.5M$62.0K-$70.4M2026-10-22
Wealth Enhancement Advisory Services, LLC
DECREASED276,755291,021-14,266-5%$71.0M$58.7M-$12.3M2026-10-13
Midwest Trust Co
INCREASED269,591267,782+1,809+1%$65.9M$59.9M-$6.0M2026-10-22
Guyasuta Investment Advisors Inc
INCREASED251,005250,953+52+0%$61.8M$55.8M-$6.0M2026-10-15
US Bancorp \de\
DECREASED246,041248,630-2,589-1%$61.2M$54.7M-$6.5M2026-11-05
Eastern Bank
INCREASED239,454239,171+283+0%$58.9M$53.2M-$5.7M2026-10-05
Allspring Global Investments Holdings, LLC
INCREASED236,691179,200+57,491+32%$45.1M$52.2M+$7.2M2026-11-04
Regions Financial Corp
DECREASED230,785236,598-5,813-2%$58.3M$51.3M-$7.0M2026-11-05
Argent Capital Management LLC
INCREASED220,633195,932+24,701+13%$48.2M$49.0M+$795.5K2026-10-05
CIBC Asset Management Inc
INCREASED215,370147,471+67,899+46%$36.3M$47.9M+$11.6M2026-11-05
Lido Advisors, LLC
DECREASED209,427505,735-296,308-59%$124.5M$46.5M-$78.0M2026-11-04
Virginia Retirement Systems ET Al
DECREASED205,200214,800-9,600-4%$52.9M$45.6M-$7.3M2026-10-28
Empire Life Investments Inc.
DECREASED196,159198,395-2,236-1%$48.8M$43.6M-$5.3M2026-11-06
Border to Coast Pensions Partnership Ltd
INCREASED194,737176,776+17,961+10%$43.5M$43.2K-$43.4M2026-10-09
Asset Management One Co., Ltd.
DECREASED191,695192,759-1,064-1%$47.5M$42.6M-$4.9M2026-10-27
Matrix Asset Advisors Inc
DECREASED173,623188,868-15,245-8%$46.5M$38.6M-$7.9M2026-10-13
SEB Asset Management AB
INCREASED172,806169,586+3,220+2%$41.8M$38.4M-$3.3M2026-11-04
Vest Financial, LLC
DECREASED167,948223,072-55,124-25%$54.9M$37.3M-$17.6M2026-10-21
Candriam S.C.A.
INCREASED167,042167,031+11+0%$41.1M$37.3M-$3.8M2026-11-03
Conning Inc.
DECREASED166,153169,775-3,622-2%$41.8M$36.9M-$4.9M2026-10-27
J. Safra Sarasin Holding AG
INCREASED164,454148,772+15,682+11%$32.4M$35.0M+$2.6M2026-10-26
Nisa Investment Advisors, LLC
INCREASED161,301159,141+2,160+1%$39.2M$35.9M-$3.3M2026-10-20
Creative Planning
INCREASED156,779139,365+17,414+13%$34.3M$34.8M+$531.4K2026-11-02
Commonwealth Equity Services, LLC
INCREASED153,250152,886+364+0%$37.6M$34.1M-$3.6M2026-11-02
Swiss Life Asset Management Ltd
INCREASED151,769126,524+25,245+20%$31.2M$33.7M+$2.6M2026-11-03
DekaBank Deutsche Girozentrale
INCREASED146,329110,525+35,804+32%$22.6K$32.6K+$10.0K2026-10-27
Cambiar Investors LLC
DECREASED144,656229,884-85,228-37%$56.6M$32.2M-$24.5M2026-11-04
Modera Wealth Management, LLC
DECREASED140,536143,716-3,180-2%$35.4M$31.2M-$4.2M2026-10-28
Kestra Advisory Services, LLC
INCREASED133,091129,082+4,009+3%$31.8M$29.6M-$2.2M2026-11-02
Deroy & Devereaux Private Investment Counsel Inc
INCREASED131,495130,507+988+1%$32.1M$29.2K-$32.1M2026-10-26
State of New Jersey Common Pension Fund D
UNCHANGED125,668125,66800%$30.9M$27.9M-$3.0M2026-11-05
AMG National Trust Bank
DECREASED122,931124,106-1,175-1%$30.6M$27.3M-$3.2M2026-11-05
Nykredit A/S
INCREASED122,793119,380+3,413+3%$29.4M$27.3M-$2.1M2026-11-06
Godsey & Gibb, Inc
DECREASED119,296119,333-370%$29.4M$26.5M-$2.9M2026-10-14
KBC Group NV
INCREASED119,00479,759+39,245+49%$19.6M$26.5K-$19.6M2026-10-22
Mn Services Vermogensbeheer B.V.
INCREASED118,434117,134+1,300+1%$28.8M$26.3K-$28.8M2026-10-08
Mirae Asset Global Investments Co., Ltd.
INCREASED118,17796,279+21,898+23%$23.7M$26.3M+$2.6M2026-11-03
Czech National Bank
INCREASED114,626114,301+325+0%$28.1M$25.5M-$2.7M2026-10-13
Arizona State Retirement System
DECREASED110,843111,547-704-1%$27.5M$24.6M-$2.8M2026-11-03
State of Michigan Retirement System
DECREASED107,556110,156-2,600-2%$27.1M$23.9M-$3.2M2026-10-27
MacKenzie Financial Corp
INCREASED106,80193,413+13,388+14%$23.0M$23.7M+$737.4K2026-11-02
Factory Mutual Insurance Co
DECREASED106,100106,500-4000%$26.2M$23.6M-$2.6M2026-10-30
Arbejdsmarkedets Tillaegspension
INCREASED104,30038,600+65,700+170%$9.5M$23.2M+$13.7M2026-10-30
IFM Investors Pty Ltd
INCREASED103,15599,047+4,108+4%$24.4M$22.9M-$1.5M2026-10-14
Certuity, LLC
INCREASED102,494102,285+209+0%$25.2M$22.8M-$2.4M2026-11-02
Natixis
INCREASED98,3369,654+88,682+919%$2.4M$21.9M+$19.5M2026-11-06
JB Capital LLC
DECREASED97,10598,239-1,134-1%$24.2M$21.6M-$2.6M2026-10-19
PBU - The Pension Fund of Early Childhood & Youth Educators
DECREASED96,61198,970-2,359-2%$24.4M$21.5M-$2.9M2026-11-06
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED92,30798,933-6,626-7%$24.4M$20.5M-$3.8M2026-10-15
Ethic Inc.
DECREASED92,13492,712-578-1%$22.8M$20.5M-$2.3M2026-11-03
Eagle Global Advisors LLC
DECREASED91,48291,589-1070%$22.6M$20.3M-$2.2M2026-11-02
PensionDanmark Pensionsforsikringsaktieselskab
INCREASED90,38182,441+7,940+10%$20.3M$20.1M-$210.5K2026-10-19
Richard C. Young & Co., Ltd.
DECREASED90,13891,024-886-1%$22.4M$20.0M-$2.4M2026-11-04
Daymark Wealth Partners, LLC
DECREASED89,77890,183-4050%$22.2M$20.0M-$2.3M2026-11-04
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED88,14088,695-555-1%$21.8M$19.6M-$2.2M2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED86,53286,719-1870%$21.4M$19.2K-$21.3M2026-11-02
Robeco Institutional Asset Management B.V.
INCREASED84,90055,781+29,119+52%$13.7M$18.9M+$5.1M2026-10-20
ProShare Advisors LLC
DECREASED84,65088,561-3,911-4%$21.8M$18.8M-$3.0M2026-10-29
JGP Wealth Management, LLC
DECREASED84,09684,568-472-1%$20.8M$18.7M-$2.1M2026-10-13
Retirement Systems of Alabama
DECREASED83,66284,360-698-1%$20.8M$18.6M-$2.2M2026-11-04
Smith Salley Wealth Management
INCREASED83,06680,906+2,160+3%$19.9M$18.5M-$1.5M2026-11-03
D.A. Davidson & Co.
DECREASED79,89280,246-3540%$19.8M$17.8M-$2.0M2026-10-28
Park National Corp
INCREASED79,88571,607+8,278+12%$17.6M$17.8M+$124.2K2026-10-05
Thrivent Financial for Lutherans
INCREASED76,64651,864+24,782+48%$12.8M$17.0K-$12.8M2026-11-05
Xponance LLC
INCREASED76,48471,197+5,287+7%$17.5M$17.0M-$530.8K2026-11-03
Neos Investment Management LLC
INCREASED74,60466,113+8,491+13%$16.3M$16.6M+$303.1K2026-11-04
Daiwa Securities Group Inc.
INCREASED74,16773,398+769+1%$18.1M$16.5M-$1.6M2026-10-29
Merit Financial Group, LLC
DECREASED73,31374,463-1,150-2%$18.3M$16.3M-$2.0M2026-11-06
BI Asset Management Fondsmaeglerselskab A/S
DECREASED72,61076,014-3,404-4%$18.7M$16.1K-$18.7M2026-10-22
Savant Capital, LLC
INCREASED72,33227,663+44,669+161%$6.3M$16.1M+$9.7M2026-11-06
Rakuten Investment Management, Inc.
INCREASED71,61065,706+5,904+9%$16.2M$15.9M-$339.3K2026-10-30
Washington Trust Bank
DECREASED69,11170,812-1,701-2%$17.4M$15.4M-$2.1M2026-11-03
Isthmus Partners, LLC
DECREASED68,31268,470-1580%$16.9M$15.2M-$1.7M2026-10-21
Pinnacle Associates LTD
DECREASED68,27969,004-725-1%$17.0M$15.2M-$1.8M2026-10-20
Atria Investments, Inc
INCREASED67,54065,354+2,186+3%$16.1M$15.0M-$1.1M2026-10-15
Keybank National Association
INCREASED67,04666,327+719+1%$16.3M$14.9M-$1.4M2026-11-04
Amalgamated Bank
DECREASED66,82269,210-2,388-3%$17.0M$14.9K-$17.0M2026-10-23
Y-Intercept (Hong Kong) Ltd
NEW66,582—+66,582——$14.8M—2026-10-16
Strs Ohio
DECREASED66,286116,228-49,942-43%$28.6M$14.7M-$13.9M2026-10-30
Glenview Trust Co
DECREASED66,24366,555-3120%$16.4M$14.7M-$1.7M2026-10-28
Boston Trust Walden Corp
DECREASED63,35464,975-1,621-2%$16.0M$14.1M-$1.9M2026-10-30
First Horizon Corp
INCREASED62,37462,146+228+0%$15.3M$13.9M-$1.4M2026-10-26
Elevate Capital Advisors, LLC
DECREASED61,90561,947-420%$15.3M$13.8M-$1.5M2026-11-02
HB Wealth Management, LLC
INCREASED61,46655,497+5,969+11%$13.7M$13.7M-$3.2K2026-10-23
OP Asset Management Ltd
INCREASED61,21545,370+15,845+35%$11.2M$13.6M+$2.4M2026-11-05
Illinois Municipal Retirement Fund
INCREASED60,59855,470+5,128+9%$13.7M$13.5M-$189.3K2026-11-05
American Assets Investment Management, LLC
UNCHANGED60,00060,00000%$14.8M$13.3M-$1.4M2026-10-30
Moors & Cabot, Inc.
INCREASED59,76159,659+102+0%$14.7M$13.3M-$1.4M2026-11-06
New York Life Investment Management LLC
DECREASED59,41259,920-508-1%$14.8M$13.2M-$1.5M2026-11-04
Allworth Financial LP
INCREASED59,00729,556+29,451+100%$7.3M$14.5M+$7.3M2026-11-06
Addenda Capital Inc.
DECREASED58,83364,576-5,743-9%$15.9M$13.1M-$2.8M2026-10-13
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED58,47658,043+433+1%$14.3M$13.0M-$1.3M2026-10-20
Prospera Financial Services Inc
INCREASED55,34050,411+4,929+10%$12.4M$12.6M+$197.0K2026-11-04
Assetmark, Inc
INCREASED54,47150,895+3,576+7%$12.5M$12.1M-$424.8K2026-10-21
BLB&B Advisors, LLC
DECREASED54,46354,757-294-1%$13.5M$12.1M-$1.4M2026-10-27
Covea Finance
DECREASED52,80083,000-30,200-36%$20.4M$11.7M-$8.7M2026-10-21
Sterling Capital Management LLC
DECREASED51,49757,303-5,806-10%$14.1M$11.4M-$2.7M2026-10-22
Wesbanco Bank Inc
DECREASED49,80358,544-8,741-15%$14.4M$11.1M-$3.3M2026-11-04
Oregon Public Employees Retirement Fund
DECREASED49,03249,378-346-1%$12.2M$10.9M-$1.3M2026-10-30
Joel Isaacson & Co., LLC
INCREASED48,73248,502+230+0%$11.9M$10.8M-$1.1M2026-11-05
Vaughan David Investments LLC
DECREASED47,70048,150-450-1%$11.9M$10.6K-$11.8M2026-11-05
Yousif Capital Management, LLC
DECREASED46,69646,858-1620%$11.5M$10.4M-$1.2M2026-10-22
First American Bank
DECREASED46,20346,563-360-1%$11.5M$10.3M-$1.2M2026-10-27
ASR Vermogensbeheer N.V.
INCREASED45,54044,215+1,325+3%$10.9M$10.1M-$764.4K2026-10-16
B. Metzler seel. Sohn & Co. AG
DECREASED44,37546,533-2,158-5%$11.5M$9.9M-$1.6M2026-10-30
Cutler Investment Counsel LLC
DECREASED43,53344,011-478-1%$10.8M$9.7M-$1.2M2026-10-28
Nicholas Company, Inc.
DECREASED42,70053,000-10,300-19%$13.0M$9.5M-$3.6M2026-11-05
Northside Capital Management, LLC
DECREASED41,75141,882-1310%$10.3M$9.3M-$1.0M2026-10-13
Mutual of America Capital Management LLC
DECREASED40,83841,387-549-1%$10.2M$9.1M-$1.1M2026-10-23
Oppenheimer Asset Management Inc.
DECREASED40,56143,384-2,823-7%$10.7M$9.0M-$1.7M2026-10-27
Davis-Rea Ltd.
DECREASED40,13564,135-24,000-37%$15.8M$8.9M-$6.9M2026-10-13
Baker Avenue Asset Management, LP
INCREASED39,91737,692+2,225+6%$9.3M$8.9M-$408.6K2026-11-06
Davenport & Co LLC
INCREASED39,78538,143+1,642+4%$9.4M$8.8M-$549.0K2026-10-14
Fisher Asset Management, LLC
INCREASED39,77939,340+439+1%$9.7M$8.8M-$845.2K2026-11-06
Community Financial Services Group, LLC
DECREASED39,46239,907-445-1%$10.0M$8.7M-$1.3M2026-10-15
Convergence Investment Partners, LLC
INCREASED38,39728,156+10,241+36%$6.9M$8.5M+$1.6M2026-10-28
Bailard, Inc.
DECREASED38,03838,252-214-1%$9.4M$8.5M-$963.8K2026-10-13
Generali Asset Management SPA SGR
INCREASED37,88134,454+3,427+10%$8.5M$8.4M-$63.8K2026-10-26
State of Alaska, Department of Revenue
DECREASED37,79339,346-1,553-4%$9.7M$8.4K-$9.7M2026-10-15
Intact Investment Management Inc.
INCREASED37,62035,400+2,220+6%$8.7M$8.4M-$354.8K2026-11-03
ABN Amro Investment Solutions
INCREASED37,54231,801+5,741+18%$7.8M$8.3M+$514.0K2026-10-21
Harvey Investment Co LLC
UNCHANGED37,34237,34200%$9.2M$8.3K-$9.2M2026-10-20
Quadrant Private Wealth Management, LLC
NEW35,909—+35,909——$8.0M—2026-11-04
Ellsworth Advisors, LLC
INCREASED35,75934,601+1,158+3%$8.8M$7.9M-$846.0K2026-10-15
Telos Capital Management, Inc.
DECREASED35,10135,571-470-1%$8.8M$7.8M-$956.6K2026-11-02
Cyndeo Wealth Partners, LLC
INCREASED34,55713,547+21,010+155%$3.3M$7.7M+$4.3M2026-10-16
Argyle Capital Management, LLC
DECREASED34,45534,505-500%$8.5M$7.7M-$837.9K2026-10-28
Fisher Funds Management LTD
INCREASED34,26328,263+6,000+21%$7.0M$7.6M+$656.4K2026-10-13
MassMutual Private Wealth & Trust, FSB
DECREASED33,85634,656-800-2%$8.5M$7.5M-$1.0M2026-10-05
Ritholtz Wealth Management
INCREASED33,77733,745+32+0%$8.3M$7.5M-$801.3K2026-11-05
Avanza Fonder AB
INCREASED33,76730,910+2,857+9%$7.6M$7.5M-$105.6K2026-10-13
OFS Enterprise LLC
DECREASED33,76533,813-480%$8.3M$7.5M-$820.8K2026-10-16
Parthenon LLC
UNCHANGED33,42433,42400%$8.2M$7.4M-$800.8K2026-10-22
Farther Finance Advisors, LLC
DECREASED33,37533,610-235-1%$8.3M$7.4M-$858.0K2026-10-08
Thompson Investment Management, Inc.
DECREASED32,98433,090-1060%$8.1M$7.3M-$816.4K2026-10-14
Prime Capital Investment Advisors, LLC
DECREASED32,83233,722-890-3%$8.3M$7.3M-$1.0M2026-10-20
Sky Investment Group LLC
DECREASED32,79033,052-262-1%$8.1M$7.3M-$850.2K2026-10-30
ABC Arbitrage SA
NEW32,477—+32,477——$7.2M—2026-10-23
SevenBridge Financial Group, LLC
INCREASED32,40032,276+124+0%$8.2M$7.2M-$991.5K2026-10-26
AlphaCore Capital LLC
INCREASED32,35630,366+1,990+7%$7.5M$7.2M-$285.3K2026-11-04
Kestra Private Wealth Services, LLC
INCREASED31,53326,595+4,938+19%$6.5M$7.0M+$460.3K2026-11-06
Channing Capital Management, LLC
DECREASED31,11160,055-28,944-48%$14.8M$6.9M-$7.9M2026-11-02
Jacobi Capital Management LLC
DECREASED30,46331,060-597-2%$7.6M$6.8M-$877.0K2026-11-05
Larson Financial Group LLC
INCREASED30,27529,050+1,225+4%$7.2M$6.7M-$423.7K2026-11-05
Gulf International Bank (UK) Ltd
UNCHANGED29,64729,64700%$7.3M$6.6K-$7.3M2026-10-20
Fifth Third Wealth Advisors LLC
INCREASED28,77628,693+83+0%$7.1M$6.4M-$669.0K2026-10-22
Folger Nolan Fleming Douglas Capital Management, Inc
DECREASED28,42828,487-590%$7.0M$6.3M-$695.7K2026-10-13
Oliver Luxxe Assets LLC
DECREASED28,18628,312-1260%$7.0M$6.3M-$706.4K2026-10-14
MGO One Seven LLC
DECREASED28,09628,707-611-2%$7.1M$6.2M-$823.7K2026-10-28
Parcion Private Wealth LLC
INCREASED27,98427,810+174+1%$6.8M$6.2M-$627.7K2026-10-28
Benin Management Corp
DECREASED27,93428,609-675-2%$7.0M$6.2M-$835.5K2026-10-22
Clearstead Advisors, LLC
DECREASED27,87327,966-930%$6.9M$6.2M-$691.7K2026-11-06
Crossmark Global Holdings, Inc.
INCREASED27,81622,115+5,701+26%$5.4M$6.2M+$737.2K2026-10-21
Apollon Wealth Management, LLC
INCREASED27,51026,405+1,105+4%$6.5M$6.1M-$387.1K2026-10-23
Fulton Bank, N.A.
DECREASED26,77127,034-263-1%$6.7M$6.0M-$706.2K2026-10-14
Williams Jones Wealth Management, Llc.
INCREASED26,67126,634+37+0%$6.6M$5.9M-$629.9K2026-11-05
Advisortrust Partners, LLC
INCREASED26,46526,405+60+0%$6.5M$5.9M-$619.3K2026-11-02
Confluence Wealth Services, Inc.
DECREASED26,00828,641-2,633-9%$7.1M$5.8M-$1.3M2026-11-05
AIA Group Ltd
INCREASED25,953942+25,011+2655%$231.9K$5.8M+$5.5M2026-10-30
Carret Asset Management, LLC
DECREASED25,85926,201-342-1%$6.5M$5.7M-$703.8K2026-11-04
Leuthold Group, LLC
INCREASED25,74123,386+2,355+10%$5.8M$5.7M-$36.9K2026-11-04
Valley Wealth Managers, Inc.
INCREASED25,27425,113+161+1%$6.2M$5.6M-$565.9K2026-10-09
Brighton Jones LLC
INCREASED24,87624,569+307+1%$6.0M$5.5M-$520.5K2026-11-03
Founders Financial Securities LLC
INCREASED24,79718,888+5,909+31%$4.7M$5.5M+$860.8K2026-10-28
Maryland State Retirement & Pension System
INCREASED24,41721,586+2,831+13%$5.3M$5.4M+$112.0K2026-11-05
Quadrant Capital Group LLC
INCREASED24,39224,329+63+0%$6.0M$5.4M-$636.7K2026-10-20
Principle Wealth Partners LLC
DECREASED23,62223,716-940%$5.8M$5.3M-$588.9K2026-11-02
Achmea Investment Management B.V.
NEW23,417—+23,417——$5.2M—2026-10-30
LSV Asset Management
INCREASED23,10021,400+1,700+8%$5.3M$5.1K-$5.3M2026-11-06
Exchange Traded Concepts, LLC
DECREASED22,58224,606-2,024-8%$6.1M$5.0M-$1.0M2026-10-28
TD Private Client Wealth LLC
INCREASED22,05321,716+337+2%$5.3M$4.9M-$445.4K2026-10-28
Vise Technologies, Inc.
DECREASED22,02223,384-1,362-6%$5.8M$4.9M-$862.8K2026-10-29
Park Avenue Securities LLC
INCREASED21,85219,138+2,714+14%$4.7M$4.9K-$4.7M2026-10-26
Salem Investment Counselors Inc
INCREASED21,72821,577+151+1%$5.3M$4.8M-$483.4K2026-10-13
First Bank & Trust
DECREASED21,56421,832-268-1%$5.4M$4.8M-$582.7K2026-10-19
Zions Bancorporation, National Association
DECREASED21,55730,742-9,185-30%$7.6M$4.8M-$2.8M2026-11-06
HBK Sorce Advisory LLC
DECREASED21,52421,720-196-1%$5.5M$4.9M-$666.1K2026-11-06
Hartford Investment Management Co
DECREASED21,32322,187-864-4%$5.5M$4.7M-$723.6K2026-11-04
Ag2r LA Mondiale Gestion D'actifs
INCREASED20,80518,082+2,723+15%$4.5M$4.6M+$172.0K2026-10-26
Florida Trust Wealth Management Co
INCREASED20,73919,329+1,410+7%$4.8M$4.6M-$149.7K2026-11-05
Chronos Wealth Management, LLC
DECREASED20,64620,673-270%$5.1M$4.6M-$501.3K2026-10-20
Hamel Associates, Inc.
INCREASED20,25019,348+902+5%$4.8M$4.5M-$261.0K2026-11-06
Citizens Financial Group Inc
DECREASED20,24520,262-170%$5.0M$4.5M-$489.2K2026-10-23
New Mexico Educational Retirement Board
UNCHANGED19,99919,99900%$4.9M$4.4K-$4.9M2026-11-05
Hengehold Capital Management LLC
INCREASED19,7251,587+18,138+1143%$390.8K$4.4M+$4.0M2026-10-16
Louisiana State Employees Retirement System
DECREASED19,60020,500-900-4%$5.0M$4.4M-$691.2K2026-10-20
Wilmington Savings Fund Society, FSB
DECREASED19,24622,764-3,518-15%$5.6M$4.3M-$1.3M2026-10-23
StoneX Group Inc.
INCREASED19,22516,029+3,196+20%$3.9M$4.3M+$346.3K2026-11-03
Novem Group
INCREASED19,17218,989+183+1%$4.7M$4.3M-$414.4K2026-10-19
Choreo, LLC
INCREASED18,86618,409+457+2%$4.5M$4.2M-$339.5K2026-10-28
180 Wealth Advisors, LLC
INCREASED18,82518,241+584+3%$4.5M$4.2M-$307.3K2026-11-03
Foresight Capital Management Advisors, Inc.
DECREASED18,41818,984-566-3%$4.7M$4.1M-$580.6K2026-10-27
Vista Investment Partners LLC
DECREASED17,98718,224-237-1%$4.5M$4.0M-$489.7K2026-10-08
Dynamic Advisor Solutions LLC
INCREASED17,98317,460+523+3%$4.3M$4.0M-$302.1K2026-10-13
Brookstone Capital Management
DECREASED17,90220,069-2,167-11%$4.9M$4.0M-$962.6K2026-10-22
Woodstock Corp
UNCHANGED17,88017,88000%$4.4M$4.0M-$428.4K2026-10-13
Rayburn West Financial Services LLC
UNCHANGED17,84817,84800%$4.4M$4.0M-$427.6K2026-11-03
Hazlett, Burt & Watson, Inc.
INCREASED17,74317,656+87+0%$3.8M$3.9K-$3.8M2026-11-04
Resonant Capital Advisors, LLC
DECREASED17,54317,747-204-1%$4.4M$3.9M-$470.6K2026-10-15
Ascent Group, LLC
INCREASED17,35616,868+488+3%$4.2M$3.9M-$295.6K2026-10-30
Kentucky Trust Co
DECREASED17,17717,187-100%$4.2M$3.8M-$414.0K2026-10-15
J.W. Cole Advisors, Inc.
INCREASED17,16416,990+174+1%$4.2M$3.8M-$368.4K2026-11-05
Concurrent Investment Advisors, LLC
INCREASED16,86110,487+6,374+61%$2.6M$3.7M+$1.2M2026-10-16
Wealthcare Advisory Partners LLC
INCREASED16,7497,372+9,377+127%$1.8M$3.7M+$1.9M2026-10-21
Krilogy Financial LLC
DECREASED16,68717,215-528-3%$4.2M$3.7M-$546.5K2026-10-13
Fideuram Asset Management (Ireland) dac
DECREASED16,57559,028-42,453-72%$13.2M$4.1M-$9.1M2026-10-29
Parr Mcknight Wealth Management Group, LLC
DECREASED15,89016,634-744-4%$4.1M$3.5M-$563.9K2026-10-30
Bokf, NA
DECREASED15,82716,389-562-3%$4.0M$3.5M-$517.6K2026-10-27
Moneco Advisors, LLC
INCREASED15,75212,221+3,531+29%$3.0M$3.5M+$492.0K2026-11-05
CX Institutional
INCREASED15,5713,024+12,547+415%$745$3.5K+$2.7K2026-10-02
Oath Planning, LLC
DECREASED15,30915,313-40%$3.8M$3.4M-$367.7K2026-10-20
First Citizens Bank & Trust Co
INCREASED15,23110,630+4,601+43%$2.6M$3.4M+$767.9K2026-10-14
Parsons Capital Management Inc
DECREASED15,15715,346-189-1%$3.8M$3.4M-$409.7K2026-10-28
apricus wealth, LLC
DECREASED14,87115,015-144-1%$3.7M$3.3M-$391.8K2026-10-26
Tokio Marine Asset Management Co LTD
INCREASED14,73213,536+1,196+9%$3.3M$3.3M-$58.5K2026-10-26
Great Lakes Advisors, LLC
INCREASED14,46113,074+1,387+11%$3.2M$3.2M-$4.9K2026-11-06
Columbia Bank
INCREASED14,40814,223+185+1%$3.5M$3.2M-$299.7K2026-10-29
Montgomery Investment Management Inc
UNCHANGED14,37114,37100%$3.5M$3.2M-$344.3K2026-10-26
E. Ohman J:or Asset Management AB
UNCHANGED14,36014,36000%$3.5M$3.2M-$344.1K2026-10-22
Intergy Private Wealth, LLC
DECREASED14,28214,529-247-2%$3.6M$3.2M-$403.0K2026-10-16
Central Trust Co
INCREASED14,26613,667+599+4%$3.4M$3.2M-$194.4K2026-11-05
Community Bank, N.A.
INCREASED14,17713,757+420+3%$3.4M$3.2M-$236.3K2026-11-06
GHP Investment Advisors, Inc.
INCREASED14,16614,161+5+0%$3.5M$3.1M-$338.2K2026-10-15
Kenora Financial, LLC
UNCHANGED14,15714,15700%$3.5M$3.1M-$339.2K2026-10-20
Flavin Financial Services, Inc.
INCREASED14,07013,966+104+1%$3.4M$3.1M-$311.5K2026-10-21
Biltmore Family Office, LLC
INCREASED13,86413,854+10+0%$3.4M$3.1M-$329.7K2026-11-03
Mitchell Capital Management Co
DECREASED13,63113,664-330%$3.4M$3.0M-$334.7K2026-10-29
Tritonpoint Wealth, LLC
DECREASED13,62513,665-400%$3.4M$3.0M-$336.3K2026-10-19
Gamma Investing LLC
INCREASED13,61312,438+1,175+9%$3.1M$3.0M-$36.9K2026-10-08
Advocate Group LLC
INCREASED13,54111,724+1,817+16%$2.9M$3.0M+$123.0K2026-10-19
CenterBook Partners LP
NEW13,435—+13,435——$3.0M—2026-11-02
Eagle Wealth Strategies LLC
DECREASED13,25213,280-280%$3.3M$2.9M-$324.3K2026-10-20
Vista Investment Partners II, LLC
INCREASED13,23612,993+243+2%$3.2M$2.9M-$257.4K2026-10-15
IFP Advisors, Inc
DECREASED13,21314,200-987-7%$3.5M$2.9M-$559.6K2026-10-16
Kintegral Advisory, LLC
INCREASED13,12913,055+74+1%$3.2M$2.9M-$296.4K2026-10-16
Great Lakes Retirement, Inc.
DECREASED12,98013,057-77-1%$3.2M$2.9M-$330.1K2026-10-26
Insight Inv LLC
DECREASED12,88412,919-350%$3.2M$2.9M-$317.3K2026-10-27
Oppenheimer & Co Inc
INCREASED12,87312,619+254+2%$3.1M$2.9M-$245.9K2026-10-26
UMB Bank, n.a.
INCREASED12,79612,730+66+1%$3.1M$2.8M-$290.3K2026-11-06
Allegheny Financial Group
INCREASED12,78912,739+50+0%$3.1M$2.8M-$294.1K2026-11-05
Vivid Wealth Management, LLC
DECREASED12,66613,018-352-3%$3.2M$2.8M-$390.1K2026-10-27
Cordatus Wealth Management LLC
INCREASED12,66412,625+39+0%$3.1M$2.8M-$293.8K2026-10-19
Bill Few Associates, Inc.
DECREASED12,63612,777-141-1%$3.1M$2.8M-$337.5K2026-10-09
WealthPlan Investment Management, LLC
INCREASED12,48412,380+104+1%$3.0M$2.8M-$273.5K2026-10-15
Third View Private Wealth, LLC
INCREASED12,47312,397+76+1%$3.1M$2.8M-$280.1K2026-10-30
Pinnacle Wealth Management Advisory Group, LLC
DECREASED12,37412,390-160%$3.1M$2.8M-$300.4K2026-10-23
Financial Consulate, Inc
INCREASED12,36912,368+1+0%$3.0M$2.7M-$296.2K2026-10-23
Wedmont Private Capital
INCREASED12,3416,213+6,128+99%$1.6M$2.7M+$1.1M2026-10-09
New Hampshire Trust
DECREASED12,33912,510-171-1%$3.1M$2.7M-$337.7K2026-10-20
Mengis Capital Management, Inc.
DECREASED12,31512,370-550%$3.0M$2.7M-$308.8K2026-10-13
North Dakota State Investment Board
INCREASED12,29911,578+721+6%$2.9M$2.7M-$117.2K2026-10-27
Ashton Thomas Private Wealth, LLC
INCREASED12,26112,032+229+2%$3.0M$2.7M-$237.5K2026-11-03
Granite Group Advisors, LLC
DECREASED12,23615,884-3,648-23%$3.9M$2.7M-$1.2M2026-10-14
Schneider Downs Wealth Management Advisors, LP
INCREASED12,22712,192+35+0%$3.0M$2.7M-$284.5K2026-10-27
RED Cedar Investment Management, LLC
UNCHANGED12,04112,04100%$3.0M$2.7M-$288.5K2026-11-04
Mystic Asset Management, Inc.
DECREASED12,01912,029-100%$3.0M$2.7M-$290.4K2026-10-15
Murphy Pohlad Asset Management LLC
UNCHANGED11,86311,86300%$2.9M$2.6M-$284.2K2026-10-22
Hunter Associates Investment Management LLC
INCREASED11,83511,779+56+0%$2.9M$2.6K-$2.9M2026-10-26
Accurate Wealth Management, LLC
INCREASED11,80810,654+1,154+11%$2.7M$2.6M-$92.0K2026-10-20
Asio Capital, LLC
UNCHANGED11,72011,72000%$2.9M$2.6M-$280.8K2026-10-19
First United Bank & Trust
INCREASED11,70911,707+2+0%$2.9M$2.6M-$280.1K2026-10-22
Raleigh Capital Management Inc.
DECREASED11,67411,698-240%$2.9M$2.6M-$285.6K2026-10-28
Hardy Reed LLC
INCREASED11,54911,525+24+0%$2.8M$2.6M-$270.8K2026-11-06
Verdence Capital Advisors LLC
INCREASED11,52511,388+137+1%$2.8M$2.6M-$242.5K2026-10-26
Brookmont Capital Management
DECREASED11,48712,633-1,146-9%$3.1M$2.6M-$557.3K2026-10-23
Delta Capital Management LLC
INCREASED11,48011,450+30+0%$2.8K$2.6K-$2672026-10-16
Junk Investment Group, LLC
UNCHANGED11,45311,45300%$2.8M$2.5M-$274.4K2026-10-19
Machina Capital S.A.S.
INCREASED11,4163,760+7,656+204%$925.8K$2.5M+$1.6M2026-11-05
Precedent Wealth Partners, LLC
INCREASED11,3639,813+1,550+16%$2.4M$2.5M+$109.3K2026-10-21
Chicago Partners Investment Group LLC
DECREASED11,23912,085-846-7%$3.0M$2.5M-$489.8K2026-10-27
Dana Investment Advisors, Inc.
DECREASED11,19211,212-200%$2.8M$2.5M-$273.1K2026-11-06
Integrated Advisors Network LLC
DECREASED11,15211,499-347-3%$2.8M$2.5M-$352.6K2026-10-20
Praxis Investment Management Inc
UNCHANGED11,12111,12100%$2.7M$2.5K-$2.7M2026-11-03
Aegon Asset Management UK PLC
UNCHANGED11,10011,10000%$2.7M$2.5M-$266.0K2026-11-04
Heck Capital Advisors, LLC
NEW10,900—+10,900——$2.4M—2026-10-14
Perigon Wealth Management, LLC
INCREASED10,78410,107+677+7%$2.5M$2.4M-$91.6K2026-10-22
Farmers & Merchants Investments Inc
INCREASED10,661507+10,154+2003%$124.8K$2.4M+$2.2M2026-10-22
First National Trust Co
INCREASED10,56910,513+56+1%$2.6M$2.3M-$239.4K2026-10-28
Kathmere Capital Management, LLC
INCREASED10,53410,456+78+1%$2.6M$2.3M-$233.0K2026-10-20
OFI Invest Asset Management
INCREASED10,4897,098+3,391+48%$1.7M$2.2M+$545.1K2026-11-06
Diversified Management Inc
NEW10,480—+10,480——$2.3M—2026-10-08
Barlow Wealth Partners, LLC
INCREASED10,42510,415+10+0%$2.6M$2.3M-$272.3K2026-10-15
Raab & Moskowitz Asset Management LLC
DECREASED10,38310,731-348-3%$2.6M$2.3M-$334.5K2026-11-02
Securian Asset Management, Inc
DECREASED10,36310,661-298-3%$2.7M$2.3M-$392.5K2026-11-06
Valley Brook Capital Group, Inc.
INCREASED10,35210,351+1+0%$2.5M$2.3M-$247.8K2026-10-26
Master's Wealth Management Inc.
DECREASED10,30810,327-190%$2.5M$2.3M-$251.8K2026-10-22
JFS Wealth Advisors, LLC
DECREASED10,11710,119-20%$2.5M$2.2M-$242.9K2026-11-03
Meitav Investment House LTD
INCREASED10,1108,447+1,663+20%$2.1M$2.2M+$167.2K2026-10-28
TD Waterhouse Canada Inc.
DECREASED10,06810,234-166-2%$2.6M$2.2M-$353.0K2026-10-16
Independence Bank of Kentucky
DECREASED10,00411,304-1,300-11%$2.8M$2.2M-$559.8K2026-10-26
Viking Fund Management LLC
UNCHANGED10,00010,00000%$2.5M$2.2M-$239.6K2026-10-14
Ramsay, Stattman, Vela & Price, Inc.
UNCHANGED10,00010,00000%$2.5M$2.2M-$239.6K2026-10-19
V-Square Quantitative Management LLC
INCREASED9,9949,535+459+5%$2.3M$2.2M-$126.4K2026-10-15
Greenleaf Trust
DECREASED9,88810,567-679-6%$2.6M$2.2M-$404.1K2026-10-29
Radnor Capital Management, LLC
DECREASED9,7769,801-250%$2.4M$2.2M-$240.4K2026-10-23
Pullen Investment Management, LLC
INCREASED9,7399,706+33+0%$2.4M$2.2M-$225.2K2026-10-23
111 Capital
NEW9,706—+9,706——$2.2M—2026-11-03
Salzhauer Michael
UNCHANGED9,5989,59800%$2.4M$2.1M-$230.0K2026-10-28
Elevation Point Wealth Partners, LLC
INCREASED9,5099,115+394+4%$2.2M$2.1M-$130.7K2026-11-05
NorthCrest Asset Manangement, LLC
INCREASED9,4779,333+144+2%$2.3M$2.1M-$259.9K2026-10-13
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED9,4587,448+2,010+27%$1.8M$2.1M+$268.3K2026-10-27
Clear Trail Advisors, LLC
INCREASED9,4156,264+3,151+50%$1.5M$2.1M+$550.1K2026-10-20
Raiffeisen Bank International AG
DECREASED9,3759,990-615-6%$2.5M$2.1M-$386.9K2026-10-28
Rockline Wealth Management, LLC
INCREASED9,3459,216+129+1%$2.3M$2.1M-$192.1K2026-10-26
Diversified Trust Co
INCREASED9,1996,146+3,053+50%$1.5M$2.0M+$531.1K2026-11-06
Fragasso Financial Advisors Inc
DECREASED9,17610,407-1,231-12%$2.6M$2.0M-$551.0K2026-10-13
Level Four Advisory Services, LLC
INCREASED9,1128,982+130+1%$2.2M$2.0M-$186.5K2026-11-06
Plato Investment Management Ltd
INCREASED9,0708,338+732+9%$2.0M$2.0M-$17.3K2026-11-05
Tufton Capital Management
DECREASED9,0709,082-120%$2.2M$2.0K-$2.2M2026-10-20
MCF Advisors LLC
INCREASED9,0308,853+177+2%$2.2M$2.0M-$172.8K2026-10-28
Independent Solutions Wealth Management, LLC
INCREASED8,9848,684+300+3%$2.1M$2.0M-$141.4K2026-10-28
Signaturefd, LLC
INCREASED8,9128,757+155+2%$2.2M$2.0M-$175.3K2026-10-23
Welch & Forbes LLC
DECREASED8,8609,520-660-7%$2.3M$2.0M-$374.8K2026-11-04
Ferguson Wellman Capital Management, Inc
INCREASED8,8498,838+11+0%$2.2M$2.0M-$209.3K2026-10-05
Alps Advisors Inc
INCREASED8,8446,986+1,858+27%$1.7M$2.0M+$245.6K2026-11-03
Sagespring Wealth Partners, LLC
INCREASED8,7818,304+477+6%$2.0M$2.0M-$93.0K2026-10-22
University of Texas S AM Investment Management Co
INCREASED8,5706,382+2,188+34%$1.6M$1.9M+$333.4K2026-11-03
Soltis Investment Advisors LLC
INCREASED8,5324,355+4,177+96%$1.1M$1.9M+$824.0K2026-10-28
Mcdonald Partners LLC
UNCHANGED8,5218,52100%$2.1M$1.9M-$204.2K2026-11-03
Compound Planning, Inc.
DECREASED8,3798,573-194-2%$2.1M$1.9M-$248.5K2026-11-05
Brian LOW Financial Group, LLC
INCREASED8,3437,979+364+5%$2.0M$1.9M-$110.0K2026-10-28
Nordwand Advisors, LLC
INCREASED8,3428,339+3+0%$2.1M$1.9M-$199.1K2026-11-05
OpenArc Corporate Advisory, LLC
DECREASED8,3298,419-90-1%$2.1M$1.9M-$221.7K2026-10-21
Cohen Klingenstein LLC
UNCHANGED8,3008,30000%$2.0M$1.8M-$198.9K2026-10-15
Washington Capital Management, Inc
DECREASED8,2608,560-300-3%$2.1M$1.8M-$271.8K2026-10-19
Lester Murray Antman dba SimplyRich
UNCHANGED8,2558,25500%$2.0M$1.8M-$197.2K2026-11-06
Iams Wealth Management, LLC
DECREASED8,1368,358-222-3%$2.1M$1.8M-$249.9K2026-10-15
Nippon Life Global Investors Americas, Inc.
DECREASED8,11025,930-17,820-69%$6.4M$1.8M-$4.6M2026-10-29
Perpetual Ltd
DECREASED8,1109,058-948-10%$2.2M$1.8M-$427.7K2026-10-13
Philadelphia Trust Co
UNCHANGED8,0528,05200%$2.0M$1.8K-$2.0M2026-11-05
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED8,0108,035-250%$2.0M$1.8M-$198.1K2026-11-03
Natural Investments, LLC
DECREASED7,9648,232-268-3%$2.0M$1.8M-$256.0K2026-11-06
Middleton & Co Inc
UNCHANGED7,9487,94800%$2.0M$1.8M-$190.4K2026-10-23
Buckhead Capital Management LLC
DECREASED7,7797,829-50-1%$1.9M$1.7M-$198.7K2026-11-03
Fidelity D & D Bancorp Inc
DECREASED7,7777,802-250%$1.9M$1.7M-$192.5K2026-11-05
Premier Path Wealth Partners, LLC
INCREASED7,7537,595+158+2%$1.9M$1.7M-$146.8K2026-10-16
Donoghue Forlines LLC
INCREASED7,7477,438+309+4%$1.8M$1.7M-$109.5K2026-11-02
NLB Skladi, upravljanje premozenja, d.o.o.
DECREASED7,7378,116-379-5%$2.0M$1.7M-$278.7K2026-10-22
McKinley Carter Wealth Services, Inc.
DECREASED7,6647,824-160-2%$1.9M$1.7M-$223.0K2026-10-16
EverSource Wealth Advisors, LLC
INCREASED7,6426,963+679+10%$1.7M$1.7M-$15.8K2026-11-04
Evergreen Capital Management LLC
DECREASED7,6177,861-244-3%$1.9M$1.7M-$242.6K2026-10-23
Myriad Asset Management Advisors LLC
NEW7,590—+7,590——$1.7M—2026-11-03
Ascentis Independent Advisors
NEW7,532—+7,532——$1.7M—2026-11-03
Moody National Bank Trust Division
INCREASED7,4487,264+184+3%$1.8M$1.7M-$133.1K2026-10-06
Delta Financial Advisors LLC
INCREASED7,4367,381+55+1%$1.8M$1.7M-$164.7K2026-10-27
Heritage Wealth Management, Inc.
DECREASED7,3777,420-43-1%$1.8M$1.6M-$187.3K2026-10-28
Ted Buchan & Co
DECREASED7,2277,479-252-3%$1.8M$1.6M-$235.2K2026-10-23
Marion Wealth Management
DECREASED7,1887,213-250%$1.8M$1.6M-$178.6K2026-10-22
Canopy Partners, LLC
DECREASED7,0757,077-20%$1.7M$1.6M-$170.0K2026-10-28
DT Investment Partners, LLC
UNCHANGED7,0537,05300%$1.7M$1.6M-$169.0K2026-10-27
Dumont & Blake Investment Advisors LLC
DECREASED7,0507,209-159-2%$1.8M$1.6M-$208.1K2026-10-28
Tema Etfs LLC
INCREASED6,9376,821+116+2%$1.7M$1.5M-$137.6K2026-10-16
RMR Wealth Builders
DECREASED6,9277,093-166-2%$1.7M$1.5M-$206.9K2026-10-22
Wright Investors Service Inc
INCREASED6,9014,871+2,030+42%$1.2M$1.5M+$334.5K2026-11-02
Washington Trust Co
INCREASED6,8856,460+425+7%$1.6M$1.5M-$60.3K2026-10-22
Carnegie Investment Counsel
INCREASED6,8676,795+72+1%$1.7M$1.5M-$146.7K2026-10-20
Hennessy Advisors Inc
DECREASED6,70019,547-12,847-66%$4.8M$1.5M-$3.3M2026-10-28
Colton Groome Financial Advisors, LLC
INCREASED6,6736,492+181+3%$1.6M$1.5M-$115.3K2026-10-06
Cypress Capital Group
DECREASED6,6726,722-50-1%$1.7M$1.5M-$172.2K2026-11-03
Temasek Holdings (Private) Ltd
DECREASED6,65620,341-13,685-67%$5.0M$1.5M-$3.5M2026-10-28
Indivisible Partners
INCREASED6,6526,101+551+9%$1.5M$1.5M-$23.6K2026-10-26
Chicago Trust Co NA
INCREASED6,6036,518+85+1%$1.6M$1.5M-$137.3K2026-10-28
Nvwm, LLC
UNCHANGED6,6006,60000%$1.6M$1.5M-$158.1K2026-10-14
United Community Bank
INCREASED6,5896,523+66+1%$1.6M$1.5M-$141.6K2026-10-28
Peoples Financial Services Corp.
DECREASED6,5386,629-91-1%$1.6M$1.5M-$179.1K2026-10-20
Simplicity Wealth,LLC
INCREASED6,5106,318+192+3%$1.6M$1.4M-$108.7K2026-10-23
Valeo Financial Advisors, LLC
INCREASED6,5026,146+356+6%$1.5M$1.4M-$68.1K2026-10-08
Independent Financial Group, LLC
INCREASED6,4305,824+606+10%$1.4M$1.4M-$4.8K2026-10-13
LVW Advisors, LLC
INCREASED6,4266,368+58+1%$1.6M$1.4M-$139.8K2026-10-19
Schmidt P J Investment Management Inc
INCREASED6,3986,370+28+0%$1.6M$1.4M-$146.3K2026-11-02
ZWJ Investment Counsel Inc
INCREASED6,3796,128+251+4%$1.5M$1.4M-$91.0K2026-10-15
Brandywine OAK Private Wealth LLC
UNCHANGED6,3476,34700%$1.6M$1.4M-$152.1K2026-10-23
AdvisorNet Financial, Inc
INCREASED6,3215,796+525+9%$1.4M$1.4M-$63.1K2026-10-15
Princeton Global Asset Management LLC
INCREASED6,3022,275+4,027+177%$560.2K$1.4M+$840.5K2026-10-21
Apella Capital, LLC
INCREASED6,2826,219+63+1%$1.6M$1.4M-$212.0K2026-10-08
Mather Group, Llc.
INCREASED6,2475,299+948+18%$1.3M$1.4M+$83.8K2026-10-14
BankPlus Trust Department
INCREASED6,2415,102+1,139+22%$1.3M$1.4M+$130.9K2026-11-06
Meridian Wealth Management, LLC
DECREASED6,2156,879-664-10%$1.7M$1.4M-$312.4K2026-11-05
Wolverine Asset Management LLC
INCREASED6,165330+5,835+1768%$81.3K$1.4M+$1.3M2026-11-02
Curated Wealth Partners LLC
INCREASED6,1321,854+4,278+231%$456.5K$1.4M+$906.4K2026-10-15
Orrstown Financial Services Inc
INCREASED6,1056,098+7+0%$1.5M$1.4M-$144.6K2026-10-14
Hennion & Walsh Asset Management, Inc.
INCREASED6,0975,118+979+19%$1.3M$1.4M+$95.0K2026-10-13
CV Advisors LLC
UNCHANGED6,0006,00000%$1.5M$1.3M-$143.8K2026-10-13
Compass Wealth Management LLC
UNCHANGED5,9615,96100%$1.5M$1.3M-$142.8K2026-10-22
Jmac Enterprises LLC
UNCHANGED5,9005,90000%$1.5M$1.3M-$141.4K2026-10-30
KPP Advisory Services LLC
DECREASED5,8545,919-65-1%$1.5M$1.3M-$156.2K2026-10-26
Old Port Advisors
DECREASED5,8535,858-50%$1.4M$1.3M-$141.5K2026-10-23
Beese Fulmer Investment Management, Inc.
DECREASED5,8085,882-74-1%$1.4M$1.3M-$157.3K2026-10-23
Nations Financial Group Inc,
DECREASED5,7525,768-160%$1.4M$1.3M-$141.8K2026-11-05
Formidable Asset Management, LLC
INCREASED5,7095,281+428+8%$1.1M$1.4M+$306.6K2026-11-03
West Paces Advisors Inc.
INCREASED5,6685,573+95+2%$1.4M$1.3M-$112.4K2026-10-13
Parallel Advisors, LLC
INCREASED5,6594,897+762+16%$1.2M$1.3M+$51.8K2026-11-03
Private Trust Co NA
INCREASED5,6355,531+104+2%$1.4M$1.3M-$109.5K2026-10-20
Munich Reinsurance Co Stock Corp in Munich
NEW5,622—+5,622——$1.2M—2026-10-30
Cookson Peirce & Co Inc
INCREASED5,6114,624+987+21%$1.1M$1.2M+$108.6K2026-10-30
Alhambra Investment Management LLC
DECREASED5,6095,716-107-2%$1.4M$1.2M-$160.7K2026-10-15
Neville Rodie & Shaw Inc
UNCHANGED5,6025,60200%$1.4K$1.2K-$1342026-10-05
Barr E S & Co
DECREASED5,6006,300-700-11%$1.6M$1.2M-$306.5K2026-11-06
Vestor Capital, LLC
DECREASED5,594157,833-152,239-96%$3.8K$513-$3.3K2026-11-04
BIP Wealth, LLC
INCREASED5,5845,581+3+0%$1.4M$1.2M-$133.1K2026-10-22
Eagle Bay Advisors LLC
INCREASED5,5595,539+20+0%$1.4M$1.2M-$128.3K2026-10-16
Cullen T Bankers, Inc.
DECREASED5,5405,680-140-2%$1.4M$1.2M-$167.0K2026-10-28
Greenwood Capital Associates LLC
DECREASED5,5065,577-71-1%$1.4M$1.2M-$149.4K2026-10-27
Mechanics Financial Corp
INCREASED5,4915,410+81+2%$1.3M$1.2M-$111.6K2026-11-05
Legacy Financial Independent Advisors LLC
INCREASED5,4615,312+149+3%$1.3M$1.2M-$94.2K2026-11-02
Riverwater Partners LLC
INCREASED5,4455,214+231+4%$1.3M$1.2M-$73.6K2026-11-03
Anderson Hoagland & Co
UNCHANGED5,4425,44200%$1.3M$1.2M-$112.6K2026-10-23
RFG Advisory, LLC
INCREASED5,3925,173+219+4%$1.3M$1.2M-$75.3K2026-11-03
Caitong International Asset Management Co., Ltd
NEW5,390—+5,390——$1.2M—2026-10-29
Legacy Advisors, LLC
DECREASED5,3049,377-4,073-43%$2.3M$1.2M-$1.1M2026-10-19
Brown, Lisle Ings, Inc.
DECREASED5,2765,294-180%$1.3M$1.2M-$130.8K2026-10-16
WBH Advisory Inc
UNCHANGED5,2745,27400%$1.3M$1.2M-$126.4K2026-11-05
Redhawk Wealth Advisors, Inc.
DECREASED5,2725,374-102-2%$1.3M$1.2M-$151.5K2026-10-14
Diversified Enterprises, LLC
DECREASED5,1955,270-75-1%$1.3M$1.2M-$142.9K2026-10-19
Sowell Financial Services LLC
INCREASED5,1904,538+652+14%$1.1M$1.2M+$36.2K2026-10-23
Fourpath Capital Management, LLC
DECREASED5,1105,206-96-2%$1.3M$1.1M-$146.1K2026-10-19
Staley Capital Advisers Inc
UNCHANGED5,1065,10600%$1.3M$1.1M-$122.3K2026-11-06
Ledgewood Wealth Advisors, LLC
UNCHANGED5,1045,10400%$1.3M$1.1M-$122.3K2026-10-09
Harbor Investment Advisory, LLC
INCREASED5,0934,859+234+5%$1.2M$1.1M-$64.4K2026-10-13
Penobscot Investment Management Company, Inc.
UNCHANGED5,0855,08500%$1.3M$1.1M-$121.8K2026-10-26
Retirement Planning Group, LLC
DECREASED5,0835,564-481-9%$1.4M$1.1M-$240.3K2026-10-19
Auto-Owners Insurance Co
UNCHANGED5,0005,00000%$1.2M$1.1M-$119.8K2026-10-15
Canton Hathaway, LLC
UNCHANGED5,0005,00000%$1.2M$1.1M-$119.8K2026-10-23
Pines Wealth Management, LLC
DECREASED4,9675,046-79-2%$1.2M$1.1M-$138.5K2026-10-21
Purkiss Capital Advisors LLC
INCREASED4,9594,945+14+0%$1.2M$1.1M-$115.5K2026-11-06
GC Wealth Management RIA, LLC
INCREASED4,9554,494+461+10%$1.1M$1.1M-$5.2K2026-11-02
Integrated Capital Management, LLC
INCREASED4,9394,886+53+1%$1.2M$1.1M-$105.3K2026-10-23
Breakwater Capital Group
INCREASED4,9234,768+155+3%$1.2M$1.1M-$79.8K2026-10-09
North Star Investment Management Corp.
UNCHANGED4,9204,92000%$1.2M$1.1M-$117.8K2026-10-27
Advisor Resource Council
DECREASED4,8114,986-175-4%$1.3M$1.1M-$202.5K2026-11-05
Interchange Capital Partners, LLC
DECREASED4,8014,907-106-2%$1.2M$1.1M-$141.1K2026-10-28
Redwood Financial Network Corp
DECREASED4,7885,182-394-8%$1.3M$1.1M-$211.8K2026-11-03
TritonPoint Partners, LLC
DECREASED4,78214,164-9,382-66%$3.5M$1.1M-$2.4M2026-11-05
Fiduciary Alliance LLC
INCREASED4,7604,404+356+8%$1.1M$1.1M-$26.5K2026-10-13
Norden Group LLC
DECREASED4,7514,798-47-1%$1.2M$1.1M-$125.7K2026-10-20
Kornitzer Capital Management Inc
DECREASED4,7114,982-271-5%$1.2M$1.0M-$179.6K2026-11-03
RKL Wealth Management LLC
INCREASED4,7054,631+74+2%$1.1M$1.0M-$94.3K2026-10-16
Bank of Stockton
DECREASED4,7015,361-660-12%$1.3M$1.0M-$275.1K2026-10-20
Trust Point Inc.
INCREASED4,6872,969+1,718+58%$731.0K$1.0M+$310.7K2026-10-27
Wedbush Securities Inc
INCREASED4,6564,088+568+14%$1.0M$1.0K-$1.0M2026-10-22
Sanders Morris Harris LLC
NEW4,623—+4,623——$1.0M—2026-10-14
Atlas Brown,Inc.
DECREASED4,6034,638-35-1%$1.1M$1.0M-$118.9K2026-10-09
HUB Investment Partners, LLC
INCREASED4,5933,777+816+22%$930.0K$1.0M+$90.8K2026-11-03
Nicholas Hoffman & Company, Llc.
DECREASED4,5755,818-1,243-21%$1.4M$1.0M-$415.7K2026-10-30
D.B. Root & Company, LLC
INCREASED4,5694,562+7+0%$1.1M$1.0M-$107.7K2026-11-04
71 West Capital Partners
INCREASED4,5544,326+228+5%$1.1M$1.0M-$53.0K2026-11-04
Atwood & Palmer Inc
UNCHANGED4,5464,54600%$1.1M$1.0M-$108.9K2026-10-08
SAX Wealth Advisors, LLC
INCREASED4,5013,703+798+22%$770.6K$1.0M+$229.9K2026-10-13
Trust Asset Management LLC
UNCHANGED4,4574,45700%$1.1M$990.6K-$106.8K2026-11-03
Coquina Private Wealth LLC
UNCHANGED4,4474,44700%$1.1M$988.4K-$106.6K2026-10-27
Bangor Savings Bank
INCREASED4,4364,384+52+1%$1.1M$985.9K-$93.5K2026-10-06
Bryn Mawr Trust Advisors, LLC
INCREASED4,4314,418+13+0%$1.1M$984.9K-$102.9K2026-11-04
CPA Asset Management Group, LLC
DECREASED4,3544,365-110%$1.1M$967.7K-$107.0K2026-10-26
TCV Trust & Wealth Management, Inc.
INCREASED4,3054,083+222+5%$1.0M$956.8K-$48.5K2026-10-16
Fortem Financial Group, LLC
INCREASED4,2994,191+108+3%$1.0M$955.4K-$76.5K2026-10-20
CFS Investment Advisory Services, LLC
INCREASED4,2504,054+196+5%$1.0M$935.7K-$75.8K2026-10-19
Diversify Wealth Management, LLC
INCREASED4,1993,913+286+7%$976.9K$902.6K-$74.3K2026-10-20
Diversify Advisory Services, LLC
INCREASED4,1993,913+286+7%$976.9K$902.6K-$74.3K2026-10-20
Aaron Wealth Advisors LLC
INCREASED4,1994,125+74+2%$1.0M$933.3K-$82.4K2026-10-13
Adelphi Trust Co
DECREASED4,1734,238-65-2%$1.0M$927.5K-$116.0K2026-10-05
Aspiriant, LLC
INCREASED4,1621,162+3,000+258%$286.1K$925.0K+$638.9K2026-10-16
Aljian Capital Management, LLC
DECREASED4,1624,230-68-2%$1.0M$925.0K-$116.5K2026-10-28
Souders Financial Advisors
DECREASED4,1614,200-39-1%$1.0M$924.9K-$109.3K2026-11-03
Lanark Financial, Inc.
DECREASED4,1534,955-802-16%$1.2M$923.1K-$297.1K2026-10-26
Manchester Capital Management LLC
DECREASED4,1264,527-401-9%$1.1M$917.0K-$197.6K2026-10-22
Windsor Capital Management, LLC
INCREASED4,1204,112+8+0%$1.0M$915.7K-$96.8K2026-10-13
Kingswood Wealth Advisors, LLC
INCREASED4,1143,597+517+14%$885.6K$914.3K+$28.7K2026-10-23
VestGen Advisors, LLC
DECREASED4,11311,807-7,694-65%$2.9M$914.2K-$2.0M2026-10-27
Consilium Wealth Advisory, LLC
INCREASED4,1124,057+55+1%$999.0K$914.0K-$85.0K2026-10-14
Stonebridge Financial Group, LLC
DECREASED4,1094,138-29-1%$1.0M$913.2K-$105.6K2026-10-01
Oak Asset Management, LLC
UNCHANGED4,1064,10600%$1.0M$912.6K-$98.4K2026-10-13
Profund Advisors LLC
INCREASED4,1043,798+306+8%$935.1K$912.2K-$23.0K2026-10-29
Paradigm Asset Management Co LLC
DECREASED4,1004,500-400-9%$1.1M$911.3K-$196.7K2026-11-05
Garrett Wealth Advisory Group, LLC
DECREASED4,0684,380-312-7%$1.1M$904.2K-$174.3K2026-10-22
Applied Finance Capital Management, LLC
DECREASED4,0674,350-283-7%$1.1M$903.9K-$167.1K2026-11-03
First County Bank
DECREASED4,0634,101-38-1%$1.0M$903.0K-$106.7K2026-10-13
Signature Estate & Investment Advisors LLC
INCREASED4,0624,010+52+1%$987.4K$902.8K-$84.6K2026-10-13
San Luis Wealth Advisors LLC
DECREASED4,0594,555-496-11%$1.1M$902.2K-$219.4K2026-10-27
Axxcess Wealth Management, LLC
DECREASED4,0567,726-3,670-47%$1.9M$901.4K-$1.0M2026-10-21
PUREfi Wealth, LLC
DECREASED4,0554,285-230-5%$1.1M$901.3K-$153.8K2026-10-19
B. Riley Wealth Advisors, Inc.
INCREASED4,0322,845+1,187+42%$702.0K$896.2K+$194.2K2026-10-13
Capital Investment Advisors, LLC
INCREASED4,0273,939+88+2%$969.8K$895.0K-$74.7K2026-10-22
Legacy Wealth Asset Management, LLC
DECREASED4,0084,109-101-2%$1.0M$890.8K-$120.9K2026-10-09
Investors Research Corp
DECREASED3,9834,128-145-4%$1.0M$885.3K-$131.1K2026-10-07
Magnus Financial Group LLC
INCREASED3,9293,308+621+19%$814.4K$873.3K+$58.9K2026-10-21
Beacon Financial Advisory LLC
INCREASED3,9252,661+1,264+48%$655.1K$872.4K+$217.2K2026-10-16
Journey Advisory Group, LLC
UNCHANGED3,9173,91700%$964.4K$870.6K-$93.9K2026-11-04
Crumly & Associates Inc.
DECREASED3,9074,055-148-4%$998.4K$868.4K-$130.1K2026-10-07
Valmark Advisers, Inc.
INCREASED3,9053,821+84+2%$940.8K$867.9K-$72.9K2026-11-06
Triangle Securities Wealth Management
DECREASED3,8544,005-151-4%$986.1K$856.6K-$129.5K2026-10-14
Woodward Diversified Capital, LLC
DECREASED3,8323,866-34-1%$951.9K$851.8K-$100.2K2026-10-21
Rockland Trust Co
DECREASED3,8284,782-954-20%$1.2M$850.8K-$326.6K2026-10-05
ARS Wealth Advisors Group, LLC
DECREASED3,8123,909-97-2%$962.6K$847.3K-$115.2K2026-10-16
Cigna Investments Inc
UNCHANGED3,7943,79400%$935.0K$843-$934.2K2026-10-19
Patrick M Sweeney & Associates, Inc
INCREASED3,7823,781+1+0%$931.0K$840.6K-$90.5K2026-10-22
SYM Financial Corp
INCREASED3,7813,628+153+4%$893.3K$840.4K-$52.9K2026-10-26
Quadcap Wealth Management, LLC
DECREASED3,7624,126-364-9%$1.0M$836.2K-$179.8K2026-11-02
Bison Wealth, LLC
INCREASED3,7233,602+121+3%$912.0K$823.7K-$88.3K2026-10-13
Sageworth Trust Co
UNCHANGED3,7183,71800%$915.4K$826.4K-$89.1K2026-10-30
Wealth Preservation Advisors, LLC
INCREASED3,6973,576+121+3%$880.5K$821.7K-$58.8K2026-11-05
Venture Visionary Partners LLC
DECREASED3,6653,690-25-1%$908.7K$814.6K-$94.1K2026-10-07
B.A. Schrock Wealth Management, Inc.
NEW3,659—+3,659——$807.7K—2026-10-15
Nilsine Partners, LLC
INCREASED3,6573,127+530+17%$769.9K$812.8K+$42.9K2026-11-02
Cassaday & Co Wealth Management LLC
DECREASED3,6273,645-180%$897.4K$806.2K-$91.2K2026-10-27
Central Pacific Bank - Trust Division
DECREASED3,6105,036-1,426-28%$1.2M$802.4K-$437.6K2026-10-06
Blue Trust, Inc.
DECREASED3,6043,833-229-6%$943.8K$801.1K-$142.8K2026-10-15
Gateway Investment Advisers LLC
INCREASED3,5953,392+203+6%$835.2K$799.0K-$36.2K2026-10-13
Kennebec Savings Bank
INCREASED3,5903,556+34+1%$875.6K$797.9K-$77.6K2026-10-22
Code Waechter LLC
DECREASED3,5753,923-348-9%$965.9K$794.6K-$171.4K2026-10-23
Welch Group, LLC
INCREASED3,5493,015+534+18%$742.4K$788.8K+$46.4K2026-10-29
Endeavor Private Wealth, Inc.
INCREASED3,5473,432+115+3%$845.1K$788.3K-$56.8K2026-11-05
Falcon Wealth Planning
INCREASED3,5323,297+235+7%$811.8K$785.0K-$26.8K2026-11-06
Almanack Investment Partners, Llc.
INCREASED3,5123,420+92+3%$842.0K$780.6K-$61.4K2026-11-03
InvesTrust
UNCHANGED3,5103,51000%$864.2K$780.1K-$84.1K2026-10-14
Masterinvest Kapitalanlage GmbH
UNCHANGED3,5093,50900%$864.0K$779.9K-$84.1K2026-11-03
Thrive Wealth Management, LLC
INCREASED3,4963,200+296+9%$788.0K$776.9K-$11.1K2026-10-13
Winebrenner Capital Management LLC
UNCHANGED3,4943,49400%$860.3K$776.6K-$83.7K2026-10-07
Crestwood Advisors Group, LLC
INCREASED3,4803,099+381+12%$763.1K$773.4K+$10.3K2026-10-27
Trust Co of Vermont
DECREASED3,4733,615-142-4%$890.1K$771.9K-$118.2K2026-10-21
Frederick Financial Consultants, LLC
INCREASED3,4623,460+2+0%$851.9K$769.5K-$82.5K2026-10-29
Revolve Wealth Partners, LLC
DECREASED3,4583,939-481-12%$969.8K$768.5K-$201.3K2026-10-23
Net Worth Advisory Group
DECREASED3,4103,992-582-15%$982.8K$752.7K-$230.1K2026-10-20
Maple Capital Management, Inc.
DECREASED3,4093,834-425-11%$944.0K$757.7K-$186.3K2026-11-02
Fort Washington Investment Advisors Inc
DECREASED3,4043,424-20-1%$842.9K$756.7K-$86.3K2026-10-15
Cidel Asset Management Inc
UNCHANGED3,4013,40100%$837.4K$755.9K-$81.5K2026-10-29
Grove Bank & Trust
DECREASED3,3794,721-1,342-28%$1.2M$751.0K-$411.4K2026-10-08
Excalibur Management Corp
INCREASED3,3523,333+19+1%$820.7K$745.0K-$75.6K2026-11-02
Westover Capital Advisors, LLC
INCREASED3,3332,809+524+19%$691.6K$740.8K+$49.2K2026-10-26
3Chopt Investment Partners, LLC
INCREASED3,3092,464+845+34%$606.7K$735.5K+$128.8K2026-10-30
CWA Asset Management Group, LLC
DECREASED3,3053,339-34-1%$822.2K$734.6K-$87.6K2026-10-19
Greenfield Savings Bank
DECREASED3,3003,337-37-1%$821.6K$733.5K-$88.2K2026-10-07
Avidian Wealth Enterprises, LLC
INCREASED3,2903,096+194+6%$762.4K$731.3K-$31.1K2026-10-08
BG Investment Services, LLC
NEW3,284—+3,284——$729.9K—2026-10-23
Koshinski Asset Management, Inc.
INCREASED3,2793,240+39+1%$797.7K$728.8K-$68.9K2026-10-29
LVM Capital Management LTD
UNCHANGED3,2673,26700%$804$726.1K+$725.3K2026-10-20
Capital Investment Advisory Services, LLC
DECREASED3,2593,698-439-12%$910.5K$726.1K-$184.4K2026-10-30
MQS Management LLC
NEW3,228—+3,228——$717.5K—2026-11-06
FSM Wealth Advisors, LLC
DECREASED3,2063,211-50%$790.7K$704.2K-$86.4K2026-10-27
Golden Reserve Retirement LLC
INCREASED3,2002,580+620+24%$635.4K$711.2K+$75.9K2026-11-02
Emprise Bank
DECREASED3,1853,255-70-2%$801.4K$707.9K-$93.5K2026-10-07
OmniStar Financial Group, Inc.
DECREASED3,1833,623-440-12%$892.1K$707.5K-$184.6K2026-10-26
Essential Partners LLC
UNCHANGED3,1193,11900%$768.0K$693.2K-$74.7K2026-10-14
Graves Light Lenhart Wealth, Inc.
DECREASED3,1083,598-490-14%$885.8K$690.7K-$195.1K2026-10-09
Yankcom Partnership
INCREASED3,0912,970+121+4%$731.3K$687.0K-$44.3K2026-10-15
Marathon Mission, Inc.
INCREASED3,0792,999+80+3%$738.4K$684.3K-$54.1K2026-10-01
Forvis Mazars Wealth Advisors, LLC
DECREASED3,0763,592-516-14%$884.4K$683.7K-$200.8K2026-10-13
Univest Financial Corp
DECREASED3,0723,272-200-6%$805.7K$682.8K-$122.9K2026-11-05
USA Financial Formulas
NEW3,065—+3,065——$681.2K—2026-10-16
Abel Hall, LLC
INCREASED3,0553,022+33+1%$744.0K$678.9K-$65.1K2026-10-19
Guardian Asset Advisors, LLC
UNCHANGED3,0473,04700%$750.1K$677.1K-$73.0K2026-10-16
Wilkins Investment Counsel Inc
UNCHANGED3,0403,04000%$748.5K$675.7K-$72.8K2026-11-03
Santori & Peters, Inc.
INCREASED3,0323,015+17+1%$742.4K$673.9K-$68.5K2026-10-26
Hoey Investments, Inc
UNCHANGED3,0203,02000%$743.6K$671.2K-$72.4K2026-10-29
Frank, Rimerman Advisors LLC
UNCHANGED2,9952,99500%$737.4K$665.7K-$71.8K2026-10-16
Forbes J M & Co LLP
UNCHANGED2,9852,98500%$735.0K$663.4K-$71.5K2026-10-16
MB, Levis & Associates, LLC
INCREASED2,9822,740+242+9%$674.5K$662.8K-$11.7K2026-10-16
Cornerstone Wealth Management, LLC
DECREASED2,9673,044-77-3%$749.6K$659.5K-$90.1K2026-11-04
Ipsen Advisor Group LLC
DECREASED2,9632,969-60%$731.0K$658.6K-$72.5K2026-10-29
Hapanowicz & Associates Financial Services, Inc
UNCHANGED2,9492,94900%$726.1K$655.4K-$70.7K2026-10-29
Steph & Co
DECREASED2,9412,958-17-1%$728.3K$653.7K-$74.7K2026-10-07
Platform Technology Partners
INCREASED2,9192,899+20+1%$713.8K$648.8K-$65.0K2026-11-02
Foster Victor Wealth Advisors, LLC
INCREASED2,9112,887+24+1%$727.2K$629.4K-$97.8K2026-10-21
Caldwell Trust Co
INCREASED2,9072,652+255+10%$653.0K$646.1K-$6.9K2026-10-30
Wealth Enhancement Trust Services, Inc.
DECREASED2,8863,210-324-10%$790.4K$641.4K-$148.9K2026-10-07
Concord Wealth Partners
DECREASED2,8862,889-30%$711.3K$641.4K-$69.9K2026-11-02
Armstrong, Fleming & Moore, Inc
DECREASED2,8642,886-22-1%$710.6K$636.6K-$74.0K2026-10-28
First Citizens Financial Corp
UNCHANGED2,8502,85000%$701.7K$633.4K-$68.3K2026-10-02
Schear Investment Advisers, LLC
DECREASED2,83412,416-9,582-77%$3.1M$630.0K-$2.4M2026-10-14
Tempo Wealth, LLC
INCREASED2,8342,807+27+1%$691.2K$630.0K-$61.2K2026-10-14
Lighthouse Financial Services Inc
DECREASED2,8102,824-140%$710.5K$624.5K-$86.0K2026-11-02
Grey Fox Wealth Advisors, LLC
INCREASED2,8092,665+144+5%$656.2K$624.4K-$31.9K2026-11-03
Claro Advisors Inc.
INCREASED2,7872,361+426+18%$581.3K$619.4K+$38.1K2026-11-02
Stone House Investment Management, LLC
DECREASED2,7752,802-27-1%$690.0K$616.9K-$73.1K2026-10-23
BAR Harbor Wealth Management
INCREASED2,7472,728+19+1%$671.7K$610.5K-$61.1K2026-10-21
Financial Management Professionals, Inc.
DECREASED2,7312,828-97-3%$696.4K$607.1K-$89.3K2026-10-23
NBH Bank
INCREASED2,7272,556+171+7%$629.3K$606.1K-$23.2K2026-11-05
Cullinan Associates Inc
UNCHANGED2,7252,72500%$670.9K$605.7K-$65.3K2026-11-03
Mountain Pacific Investment Advisers LLC
DECREASED2,7192,734-15-1%$673.2K$604.3K-$68.8K2026-10-29
Boothe Investment Group, Inc.
UNCHANGED2,7022,70200%$665.3K$600.5K-$64.7K2026-10-22
Leeward Financial Partners, LLC
UNCHANGED2,6962,69600%$663.8K$599.2K-$64.6K2026-10-23
Winthrop Capital Management, LLC
INCREASED2,6932,684+9+0%$661.0K$598.6K-$62.4K2026-11-05
SVB Wealth LLC
DECREASED2,6862,797-111-4%$688.7K$597.0K-$91.7K2026-11-06
Rossmore Private Capital
INCREASED2,6832,483+200+8%$611.4K$596.3K-$15.0K2026-10-27
Laurel OAK Wealth Management, LLC
INCREASED2,6632,576+87+3%$634.3K$591.9K-$42.4K2026-10-19
Goldstein Advisors, LLC
INCREASED2,6462,642+4+0%$650.5K$588.1K-$62.4K2026-10-15
Legacy Capital Wealth Partners, LLC
DECREASED2,6403,766-1,126-30%$927.2K$586.8K-$340.4K2026-10-21
Dorato Capital Management
INCREASED2,6332,588+45+2%$651.9K$573.3K-$78.7K2026-10-08
D'Orazio & Associates, Inc.
INCREASED2,6282,610+18+1%$642.6K$584.0K-$58.6K2026-11-04
Davis Investment Partners, LLC
INCREASED2,6242,248+376+17%$553.5K$583.3K+$29.8K2026-11-05
Plancorp, LLC
INCREASED2,6221,002+1,620+162%$253.4K$597.4K+$344.1K2026-11-03
Gryphon Financial Partners LLC
INCREASED2,6222,139+483+23%$526.6K$582.8K+$56.2K2026-11-04
Mlp3, LLC
DECREASED2,6212,623-20%$645.8K$582.5K-$63.4K2026-10-22
PW Nova Financial Services LLC
UNCHANGED2,6112,61100%$642.8K$580.2K-$62.5K2026-10-15
Alta Advisers Ltd
INCREASED2,6031,370+1,233+90%$337.3K$578.5K+$241.2K2026-11-02
ProVise Management Group, LLC
INCREASED2,6012,201+400+18%$541.9K$578.1K+$36.2K2026-11-06
Pinnacle Wealth Planning Services, Inc.
INCREASED2,5952,567+28+1%$631.9K$576.7K-$55.3K2026-10-27
CoreCap Advisors, LLC
INCREASED2,5852,501+84+3%$615.8K$574.7K-$41.1K2026-10-08
Waldron Private Wealth LLC
DECREASED2,5753,014-439-15%$742.0K$572.4K-$169.6K2026-11-02
Eddie Patel Inc
INCREASED2,5731,753+820+47%$431.6K$572.0K+$140.3K2026-11-02
Seelaus Asset Management LLC
DECREASED2,5382,612-74-3%$643.0K$564.2K-$78.9K2026-10-14
Tiller Private Wealth, Inc.
DECREASED2,5363,336-800-24%$821.4K$563.7K-$257.7K2026-10-26
Marathon Capital Management
DECREASED2,5282,581-53-2%$635.6K$561.9K-$73.7K2026-10-23
Supplemental Annuity Collective Trust of NJ
DECREASED2,5242,576-52-2%$634.3K$561.0K-$73.3K2026-11-02
Hanson & Doremus Investment Management
INCREASED2,5011,751+750+43%$431.0K$556-$430.4K2026-10-16
Ignite Planners, LLC
INCREASED2,5012,316+185+8%$570.7K$561.9K-$8.9K2026-10-14
Lynx Investment Advisory
DECREASED2,4984,537-2,039-45%$1.1M$555.0K-$561.9K2026-10-27
Letson Investment Management, Inc.
UNCHANGED2,4852,48500%$611.9K$552.3K-$59.5K2026-11-05
Tompkins Financial Corp
UNCHANGED2,4832,48300%$611.4K$551.9K-$59.5K2026-10-05
Miller Financial Services LLC
UNCHANGED2,4722,47200%$608.7K$549.4K-$59.2K2026-10-20
Taylor Securities Services, Inc.
UNCHANGED2,4572,45700%$605.0K$546.1K-$58.9K2026-10-20
Avantax Planning Partners, Inc.
DECREASED2,4492,572-123-5%$633.3K$544.3K-$89.0K2026-11-03
Commonwealth Retirement Investments LLC
UNCHANGED2,4462,44600%$602.3K$543.7K-$58.6K2026-10-26
Evansbrook LLC
UNCHANGED2,4422,44200%$601.3K$542.8K-$58.5K2026-10-16
Chapin Davis, Inc.
DECREASED2,4332,443-100%$601.5K$540.8K-$60.8K2026-10-09
Mitchell & Pahl Private Wealth, LLC
DECREASED2,4252,440-15-1%$600.8K$539.0K-$61.8K2026-10-14
Robertson Stephens Wealth Management, LLC
INCREASED2,4201,680+740+44%$413.7K$537.8K+$124.1K2026-10-16
Juncture Wealth Strategies, LLC
DECREASED2,4102,509-99-4%$617.8K$535.7K-$82.1K2026-10-06
Howard Capital Management, LLC
DECREASED2,3792,405-26-1%$592.2K$528.8K-$63.4K2026-10-16
Anchyra Partners LLC
DECREASED2,3772,423-46-2%$596.6K$528.3K-$68.3K2026-10-13
waypoint wealth counsel
INCREASED2,3592,287+72+3%$563.1K$524.3K-$38.8K2026-10-22
Baker Ellis Asset Management LLC
UNCHANGED2,3452,34500%$577.4K$521.2K-$56.2K2026-10-14
Lantz Financial LLC
INCREASED2,3322,295+37+2%$565.1K$518.3K-$46.8K2026-10-15
PKS Advisory Services, LLC
UNCHANGED2,3282,32800%$573.0K$573.0K$02026-10-26
Hudock, Inc.
UNCHANGED2,3192,31900%$571.2K$515.6K-$55.6K2026-10-14
Asset One Wealth Management LLC
NEW2,316—+2,316——$514.8K—2026-11-02
Angeles Wealth Management, LLC
DECREASED2,3142,352-38-2%$579.1K$514.3K-$64.8K2026-10-26
Nemes Rush Group LLC
INCREASED2,3102,301+9+0%$566.6K$513.3K-$53.2K2026-11-04
Facet Wealth, Inc.
INCREASED2,2942,063+231+11%$508.0K$509.9K+$1.9K2026-11-04
Teamwork Financial Advisors, LLC
DECREASED2,28553,860-51,575-96%$13.3M$507.9K-$12.8M2026-10-19
VAN Strum & Towne Inc.
UNCHANGED2,2772,27700%$560.6K$506.1K-$54.6K2026-11-06
Mccarter Private Wealth Services LLC
DECREASED2,2732,292-19-1%$564.3K$505.2K-$59.1K2026-10-22
Institute for Wealth Management, Llc.
DECREASED2,2632,284-21-1%$562.3K$502.9K-$59.4K2026-11-06
Monarch Capital Management Inc
DECREASED2,2342,264-30-1%$557.4K$496.5K-$60.9K2026-10-19
Mission Wealth Management, LP
DECREASED2,2298,763-6,534-75%$2.2M$495.5K-$1.7M2026-10-15
Essex Bank
UNCHANGED2,2242,22400%$547.6K$494.3K-$53.3K2026-10-16
Allegiance Financial Group Advisory Services LLC
INCREASED2,2232,059+164+8%$507.0K$494.1K-$12.9K2026-11-02
Personal CFO Solutions, LLC
DECREASED2,2162,627-411-16%$646.8K$492.5K-$154.3K2026-11-06
Keudell ison Wealth Management
DECREASED2,2162,381-165-7%$586.3K$492.5K-$93.7K2026-10-16
KFG Wealth Management, LLC
INCREASED2,2162,171+45+2%$534.6K$492.6K-$41.9K2026-10-16
Parkside Financial Bank & Trust
INCREASED2,2162,209+7+0%$543.9K$492.5K-$51.4K2026-10-27
Olympiad Research LP
NEW2,213—+2,213——$491.9K—2026-11-04
Curbstone Financial Management Corp
UNCHANGED2,2082,20800%$543.7K$490.8K-$52.9K2026-10-21
Opus Capital Group, LLC
INCREASED2,1972,177+20+1%$536.0K$488-$535.5K2026-10-30
Smith Chas P & Associates PA Cpas
DECREASED2,1902,615-425-16%$644.0K$476.2K-$167.8K2026-10-22
Fiduciary Financial Group, LLC
DECREASED2,1882,205-17-1%$542.9K$486.3K-$56.6K2026-10-13
Portside Wealth Group, LLC
DECREASED2,1812,220-39-2%$546.6K$484.8K-$61.8K2026-10-20
Avestar Capital, LLC
DECREASED2,1702,202-32-1%$542.1K$482.3K-$59.8K2026-10-28
McGlone Suttner Wealth Management, Inc.
INCREASED2,1542,101+53+3%$517.3K$478.7K-$38.5K2026-10-13
Smithbridge Asset Management Inc
DECREASED2,1382,198-60-3%$541.2K$475.2K-$66.0K2026-10-19
QTR Family Wealth, LLC
DECREASED2,1382,163-25-1%$532.6K$475.2K-$57.4K2026-11-02
Elyxium Wealth, LLC
UNCHANGED2,1222,12200%$522.6K$471.7K-$50.8K2026-10-27
Procyon Advisors, LLC
DECREASED2,1132,138-25-1%$526.4K$469.6K-$56.8K2026-10-21
Shepherd Financial Partners LLC
DECREASED2,1022,211-109-5%$544.3K$467.2K-$77.1K2026-11-03
Merrion Investment Management Co, LLC
UNCHANGED2,1002,10000%$517.1K$466.7K-$50.3K2026-10-16
Jefferies Financial Group Inc.
DECREASED2,09311,415-9,322-82%$2.8M$465.2K-$2.3M2026-11-05
Portfolio Design Labs, LLC
INCREASED2,0852,069+16+1%$509.4K$463.4K-$46.0K2026-11-04
Symphony Financial, Ltd. Co.
DECREASED2,0792,345-266-11%$577.5K$462.3K-$115.2K2026-10-22
Mill Capital Management, LLC
UNCHANGED2,0762,07600%$511.2K$461.4K-$49.7K2026-10-26
LJI Wealth Management, LLC
INCREASED2,0742,039+35+2%$502.0K$461.0K-$41.0K2026-10-28
Conrad Siegel Investment Advisors, Inc.
INCREASED2,0622,060+2+0%$507.2K$458.3K-$48.9K2026-10-08
Ascent Wealth Partners, LLC
UNCHANGED2,0582,05800%$506.7K$457.4K-$49.3K2026-10-23
United Bank
INCREASED2,0572,052+5+0%$505.2K$457.2K-$48.1K2026-11-06
City Holding Co
UNCHANGED2,0562,05600%$506.2K$457.0K-$49.3K2026-10-19
MBL Wealth, LLC
INCREASED2,0531,043+1,010+97%$256.8K$456.3K+$199.5K2026-10-22
Asset Dedication, LLC
INCREASED2,0492,026+23+1%$498.8K$455.5K-$43.3K2026-11-03
DMC Group, LLC
UNCHANGED2,0382,03800%$501.8K$453.0K-$48.8K2026-10-26
International Assets Investment Management, LLC
DECREASED2,0372,471-434-18%$621.8K$449.7K-$172.1K2026-11-02
Grant Street Asset Management, Inc.
DECREASED2,0372,043-60%$503.1K$452.8K-$50.3K2026-10-26
First Financial Bank - Trust Division
DECREASED2,0322,035-30%$501.1K$451.6K-$49.4K2026-10-01
Northwest Wealth Management, LLC
UNCHANGED2,0262,02600%$498.8K$450.3K-$48.5K2026-10-30
IVC Wealth Advisors LLC
DECREASED2,0242,110-86-4%$519.5K$449.9K-$69.7K2026-10-23
Sigma Planning Corp
INCREASED2,0071,834+173+9%$451.7K$445.3K-$6.4K2026-10-23
Old National Bancorp
INCREASED2,0062,000+6+0%$492.4K$445.9K-$46.6K2026-10-20
Asahi Life Asset Management Co., Ltd.
DECREASED2,0032,019-16-1%$497.1K$445.2K-$51.9K2026-11-06
Riversedge Advisors, LLC
INCREASED2,0011,872+129+7%$460.9K$444.7K-$16.2K2026-10-09
Traynor Capital Management, Inc.
INCREASED1,9691,947+22+1%$479.4K$437.6K-$41.7K2026-10-29
PDS Planning, Inc
INCREASED1,9591,938+21+1%$477.2K$435.4K-$41.8K2026-11-03
Townsend & Associates, Inc
DECREASED1,9532,308-355-15%$577.3K$424.6K-$152.8K2026-10-23
KCM Investment Advisors LLC
UNCHANGED1,9531,95300%$480.9K$434.1K-$46.8K2026-10-27
Carson Advisory Inc.
DECREASED1,9502,049-99-5%$504.6K$433.5K-$71.1K2026-11-06
Valley National Advisers Inc
INCREASED1,9421,941+1+0%$478.0K$431.7K-$46.3K2026-10-23
S-Bank Fund Management Ltd
INCREASED1,9361,842+94+5%$453.5K$430.3K-$23.2K2026-11-06
Powers Advisory Group, LLC
INCREASED1,9321,920+12+1%$472.8K$429.5K-$43.3K2026-10-14
Northern Financial Advisors Inc
INCREASED1,9311,930+1+0%$475.3K$429.3K-$46.0K2026-10-29
R Squared Ltd
NEW1,926—+1,926——$428.1K—2026-11-06
Patton Albertson Miller Group, LLC
DECREASED1,9231,925-20%$474.0K$427.4K-$46.6K2026-10-26
Shore Point Advisors, LLC
NEW1,920—+1,920——$426.8K—2026-10-14
Wiregrass Investment Management LLC
INCREASED1,9111,883+28+1%$463.7K$424.7K-$39.0K2026-11-05
Flagship Harbor Advisors, LLC
INCREASED1,8971,894+3+0%$466.3K$421.6K-$44.7K2026-10-26
Turtle Creek Wealth Advisors, LLC
INCREASED1,8911,819+72+4%$447.9K$420.3K-$27.6K2026-10-15
Triad Wealth Partners, LLC
DECREASED1,8911,962-71-4%$493.8K$420.4K-$73.5K2026-10-26
Csenge Advisory Group
INCREASED1,889974+915+94%$239.9K$419.9K+$180.0K2026-11-04
Symmetry Partners, LLC
INCREASED1,8881,800+88+5%$443.2K$419.7K-$23.6K2026-10-27
Moody Lynn Lieberson & Walker, LLC
UNCHANGED1,8851,88500%$464.1K$419.0K-$45.2K2026-10-14
Strategic Blueprint, LLC
INCREASED1,8811,782+99+6%$438.8K$418.0K-$20.8K2026-10-22
Onyx Bridge Wealth Group LLC
DECREASED1,8742,156-282-13%$530.8K$416.6K-$114.3K2026-10-16
Heritage Investors Management Corp
UNCHANGED1,8651,86500%$459.0K$415-$458.6K2026-10-29
Americana Partners, LLC
INCREASED1,8591,705+154+9%$419.8K$413.2K-$6.6K2026-10-28
Gill Capital Partners, LLC
INCREASED1,8581,724+134+8%$424.5K$413.0K-$11.5K2026-10-13
Aprio Wealth Management, LLC
INCREASED1,8541,572+282+18%$387.0K$412.0K+$25.0K2026-10-28
Larry Mathis Financial Planning, LLC
DECREASED1,8421,915-73-4%$471.5K$409.4K-$62.1K2026-10-26
First City Capital Management, Inc.
INCREASED1,8351,812+23+1%$446.2K$407.8K-$38.3K2026-10-27
Bare Financial Services, Inc
INCREASED1,8291,828+1+0%$450.0K$406.6K-$43.5K2026-11-04
Prudent Man Investment Management, Inc.
UNCHANGED1,8251,82500%$380.9K$405.6K+$24.7K2026-11-03
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED1,8221,847-25-1%$454.8K$405.0K-$49.8K2026-10-23
M Holdings Securities, Inc.
NEW1,820—+1,820——$419—2026-11-03
Regent Peak Wealth Advisors LLC
INCREASED1,8061,765+41+2%$434.6K$401.4K-$33.2K2026-10-13
Central Bank & Trust Co
UNCHANGED1,8051,80500%$444.4K$401.2K-$43.2K2026-10-09
First Command Advisory Services, Inc.
INCREASED1,7991,584+215+14%$390.0K$399.8K+$9.8K2026-11-05
Childress Capital Advisors, LLC
INCREASED1,7761,681+95+6%$413.9K$394.7K-$19.2K2026-10-28
Park Edge Advisors, LLC
INCREASED1,7761,747+29+2%$430.1K$394.7K-$35.4K2026-10-28
High Net Worth Advisory Group LLC
UNCHANGED1,7731,77300%$436.6K$394.1K-$42.5K2026-10-26
Teza Capital Management LLC
INCREASED1,770821+949+116%$202.1K$393.4K+$191.3K2026-10-23
Baker Tilly Wealth Management, LLC
DECREASED1,7681,851-83-4%$455.6K$393.0K-$62.7K2026-10-05
Catalyst Financial Partners LLC
INCREASED1,7621,738+24+1%$427.9K$391.6K-$36.3K2026-11-06
Enterprise Financial Services Corp
DECREASED1,7612,022-261-13%$497.9K$391.4K-$106.5K2026-11-03
Advisor OS, LLC
INCREASED1,7561,203+553+46%$296.1K$390.3K+$94.1K2026-11-03
Genesis Private Wealth, LLC
UNCHANGED1,7551,75500%$432.2K$390.2K-$42.1K2026-11-02
Argentarii, LLC
INCREASED1,7491,745+4+0%$443.6K$388.7K-$54.9K2026-10-28
Jamison Private Wealth Management, Inc.
INCREASED1,7381,631+107+7%$401.5K$386.3K-$15.2K2026-10-14
Capstone Wealth Management, LLC
DECREASED1,7301,762-32-2%$433.8K$384.5K-$49.3K2026-11-02
Dodds Wealth, LLC
UNCHANGED1,7231,72300%$424.2K$383.0K-$41.3K2026-11-02
Viewpoint Capital Management LLC
INCREASED1,7101,210+500+41%$297.9K$380.1K+$82.1K2026-10-27
BankPlus Wealth Management LLC
INCREASED1,7041,554+150+10%$382.9K$379.2K-$3.7K2026-10-13
Earned Wealth Advisors, LLC
INCREASED1,6931,255+438+35%$309.0K$376.3K+$67.3K2026-11-06
AmeriServ Wealth Advisors
DECREASED1,6812,337-656-28%$575.4K$373.6K-$201.8K2026-10-21
Princeton Capital Management LLC
UNCHANGED1,6811,68100%$413.9K$373.6K-$40.3K2026-10-27
Summit Wealth Group LLC / Co
INCREASED1,6771,160+517+45%$285.7K$372.6K+$86.9K2026-10-29
Intrua Financial, LLC
INCREASED1,6681,661+7+0%$408.9K$370.6K-$38.3K2026-10-28
AA Financial Advisors, LLC
INCREASED1,6631,603+60+4%$394.7K$369.6K-$25.1K2026-10-19
Entrust Financial LLC
UNCHANGED1,6631,66300%$409.4K$369.6K-$39.8K2026-11-04
Gibbs Wealth Management
INCREASED1,6621,488+174+12%$366.5K$369.4K+$2.9K2026-10-22
Baron Wealth Management LLC
DECREASED1,6601,668-80%$410.8K$368.9K-$41.9K2026-10-27
Naples Global Advisors, LLC
INCREASED1,6491,646+3+0%$405.3K$366.4K-$38.9K2026-11-05
Root Financial Partners, LLC
DECREASED1,6441,702-58-3%$419.1K$365.4K-$53.7K2026-10-21
Franklin Street Advisors Inc
DECREASED1,6432,898-1,255-43%$713.5K$365.2K-$348.4K2026-10-13
Wealth Management Partners, LLC
DECREASED1,6331,947-314-16%$479.4K$363.0K-$116.4K2026-10-21
CRA Financial Services, LLC
INCREASED1,6141,610+4+0%$396.5K$358.6K-$37.9K2026-10-16
Mainsail Asset Management, LLC
DECREASED1,6132,143-530-25%$541.8K$355.1K-$186.8K2026-10-14
Pinnacle Bancorp, Inc.
INCREASED1,6041,545+59+4%$380.4K$356.5K-$23.9K2026-10-21
Kaufman Rossin Wealth, LLC
INCREASED1,5861,358+228+17%$340.8K$352.5K+$11.8K2026-10-19
Stewardship Advisors, LLC
DECREASED1,5791,608-29-2%$395.9K$350.9K-$45.0K2026-10-20
Clayton Financial Group LLC
UNCHANGED1,5761,57600%$388.0K$350.3K-$37.8K2026-10-13
Klingman & Associates, LLC
INCREASED1,5581,129+429+38%$278.0K$346.3K+$68.3K2026-10-20
Alliance Wealth Advisors, LLC
DECREASED1,5581,691-133-8%$416.4K$346.3K-$70.1K2026-10-14
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED1,5552,455-900-37%$604.0K$345.6K-$258.4K2026-10-21
Manske Wealth Management
INCREASED1,5451,538+7+0%$378.7K$343.4K-$35.3K2026-10-26
Nadler Financial Group, Inc.
UNCHANGED1,5441,54400%$380.2K$343.2K-$37.0K2026-10-23
Inscription Capital, LLC
DECREASED1,5413,075-1,534-50%$757.2K$342.5K-$414.7K2026-11-02
Aspect Partners, LLC
DECREASED1,5381,539-10%$379.0K$341.9K-$37.1K2026-10-20
Milestone Asset Management, LLC
UNCHANGED1,5381,53800%$378.7K$341.8K-$36.9K2026-10-15
Everett Harris & Co
INCREASED1,5351,486+49+3%$365.9K$341.2K-$24.7K2026-10-28
XXI Wealth, LLC
INCREASED1,5271,485+42+3%$365.6K$339.4K-$26.2K2026-10-22
LifeGuide Financial Advisors, LLC
DECREASED1,5201,524-40%$375.2K$337.8K-$37.4K2026-10-20
E&G Advisors, LLC
UNCHANGED1,5121,51200%$372.3K$336.1K-$36.2K2026-10-13
Markowski Investments
INCREASED1,5091,499+10+1%$369.0K$335.4K-$33.7K2026-10-30
Beacon Financial Group
INCREASED1,5071,455+52+4%$358.3K$335.0K-$23.3K2026-10-19
Register Financial Advisors LLC
INCREASED1,5031,500+3+0%$369.3K$334.1K-$35.3K2026-10-23
Financial Guidance Group, Inc.
UNCHANGED1,5001,50000%$369.3K$333.4K-$35.9K2026-10-21
Oarsman Capital, Inc.
UNCHANGED1,4991,49900%$369.1K$333.2K-$35.9K2026-11-05
Hager Investment Management Services, LLC
DECREASED1,4891,544-55-4%$380.2K$330.9K-$49.2K2026-11-04
Fulton Breakefield Broenniman LLC
INCREASED1,4861,432+54+4%$352.6K$330.3K-$22.3K2026-11-03
Innovative Wealth Building LLC
DECREASED1,4831,691-208-12%$416.3K$329.6K-$86.6K2026-10-14
Fiera Capital Corp
UNCHANGED1,4831,48300%$365.1K$329.6K-$35.5K2026-11-06
SC&H Financial Advisors, Inc.
DECREASED1,4771,743-266-15%$429.2K$328.4K-$100.8K2026-10-14
Clear Harbor Asset Management, LLC
UNCHANGED1,4711,47100%$362.2K$326.9K-$35.2K2026-11-05
Ejmk Ventures LLC
INCREASED1,4641,426+38+3%$351.2K$325.5K-$25.7K2026-10-21
Kesler, Norman & Wride, LLC
INCREASED1,4511,405+46+3%$346.0K$322.4K-$23.6K2026-11-06
Mechanics Bank Trust Department
DECREASED1,4501,464-14-1%$360.5K$322.3K-$38.2K2026-10-13
Payden & Rygel
DECREASED1,44050,240-48,800-97%$12.4M$320-$12.4M2026-10-28
Sunpointe, LLC
DECREASED1,4372,467-1,030-42%$607.4K$319.4K-$288.0K2026-10-22
Focus Financial Network, Inc.
INCREASED1,3951,059+336+32%$260.7K$310.1K+$49.3K2026-10-14
Provenance Wealth Advisors, LLC
INCREASED1,39419+1,375+7237%$4.7K$309.8K+$305.2K2026-10-30
Victory Financial Group, LLC
NEW1,382—+1,382——$307.2K—2026-10-27
YHB Investment Advisors, Inc.
INCREASED1,3811,336+45+3%$329.0K$306.9K-$22.0K2026-10-08
Moisand Fitzgerald Tamayo, LLC
INCREASED1,3771,326+51+4%$326.5K$306.1K-$20.4K2026-10-15
Relyea Zuckerberg Hanson LLC
DECREASED1,3731,670-297-18%$411.2K$305.2K-$106.0K2026-10-20
Fulcrum Asset Management LLP
NEW1,366—+1,366——$302.8K—2026-11-04
NovaPoint Capital, LLC
UNCHANGED1,3611,36100%$335.1K$302.5K-$32.6K2026-10-22
SeaCrest Wealth Management, LLC
DECREASED1,3531,416-63-4%$348.6K$300.6K-$48.0K2026-10-21
Mount Vernon Associates Inc
DECREASED1,3501,370-20-1%$337.0K$300-$336.7K2026-10-26
Cornerstone Management, Inc.
UNCHANGED1,3501,35000%$332.4K$300.1K-$32.3K2026-10-16
55 North Private Wealth, LLC
INCREASED1,3491,256+93+7%$309.3K$299.9K-$9.4K2026-10-20
Centerpoint Advisory Group
UNCHANGED1,3451,34500%$331.2K$298.9K-$32.2K2026-10-23
Taylor Financial Group, Inc.
UNCHANGED1,3421,34200%$330.4K$298.3K-$32.2K2026-11-02
Todd Wealth Management, LLC
INCREASED1,3411,340+1+0%$330.0K$298.1K-$31.9K2026-10-19
Maia Wealth LLC
DECREASED1,3391,370-31-2%$337.3K$297.6K-$39.7K2026-10-19
Virtue Capital Management, LLC
INCREASED1,3381,326+12+1%$326.5K$297.4K-$29.1K2026-10-29
Ariadne Wealth Management, LP
DECREASED1,3341,439-105-7%$354.3K$296.5K-$57.8K2026-11-06
Great Diamond Partners, LLC
INCREASED1,3341,235+99+8%$304.1K$296.5K-$7.6K2026-10-13
Evanson Financial, LLC
UNCHANGED1,3341,33400%$328.5K$296.5K-$32.0K2026-10-23
Planned Solutions, Inc.
UNCHANGED1,3331,33300%$328.2K$296.3K-$31.9K2026-10-19
Integrity Advisory Solutions, LLC
INCREASED1,3281,276+52+4%$314.2K$295.3K-$18.9K2026-10-29
Oslo Pensjonsforsikring AS
INCREASED1,3241,050+274+26%$258.5K$294.3K+$35.7K2026-10-15
Badgley Phelps Wealth Managers, LLC
UNCHANGED1,3211,32100%$325.3K$293.6K-$31.7K2026-10-22
Fruth Investment Management
UNCHANGED1,3201,32000%$325$293-$322026-10-13
Avior Wealth Management, LLC
DECREASED1,3181,326-8-1%$326.5K$292.9K-$33.5K2026-10-13
Greenspring Advisors, LLC
INCREASED1,3041,300+4+0%$320.0K$289.8K-$30.2K2026-11-05
Yanni & Associates Investment Advisors, LLC
UNCHANGED1,2991,29900%$319.8K$288.7K-$31.1K2026-10-14
Aspire Private Capital, LLC
DECREASED1,2981,307-9-1%$321.9K$288.5K-$33.3K2026-11-05
Calamos Wealth Management LLC
DECREASED1,2981,301-30%$320.3K$288.5K-$31.8K2026-11-02
North Berkeley Wealth Management, LLC
UNCHANGED1,2981,29800%$319.6K$288.5K-$31.1K2026-11-02
LifeGoal Investments, LLC
INCREASED1,2911,211+80+7%$298.2K$286.9K-$11.2K2026-10-09
SmartHarvest Portfolios, LLC
INCREASED1,2861,209+77+6%$297.7K$285.8K-$11.9K2026-10-26
Home Federal Bank of Tennessee
UNCHANGED1,2851,28500%$316.4K$285.6K-$30.8K2026-10-15
Well Done, LLC
DECREASED1,2831,425-142-10%$350.9K$285.2K-$65.7K2026-10-20
Investment Advisory Services Inc
INCREASED1,2821,212+70+6%$298.5K$285.0K-$13.5K2026-10-27
Integrity Alliance, Llc.
INCREASED1,279990+289+29%$243.9K$284.3K+$40.3K2026-10-29
Key FInancial Inc
DECREASED1,2761,314-38-3%$323.5K$283.6K-$39.9K2026-11-02
Kestra Investment Management, LLC
INCREASED1,2751,258+17+1%$309.8K$283.4K-$26.4K2026-11-04
Orange Investment Advisors, Inc.
UNCHANGED1,2751,27500%$313.9K$283.4K-$30.6K2026-10-23
Gables Capital Management Inc.
UNCHANGED1,2731,27300%$313.4K$282.9K-$30.5K2026-11-04
True Wealth Design, LLC
INCREASED1,2671,196+71+6%$294.5K$281.6K-$12.9K2026-10-13
Myriad Asset Management US LP
NEW1,265—+1,265——$281.0K—2026-11-03
Abundance Wealth Counselors
DECREASED1,2651,282-17-1%$315.7K$281.2K-$34.5K2026-10-26
Moss Adams Wealth Advisors LLC
DECREASED1,2621,319-57-4%$324.9K$280.4K-$44.5K2026-10-28
Busey Bank
INCREASED1,2601,242+18+1%$305.8K$280.0K-$25.8K2026-10-26
Mendel Money Management
DECREASED1,2591,891-632-33%$465.6K$279.8K-$185.8K2026-11-02
Ashton Thomas Securities, LLC
INCREASED1,2511,148+103+9%$277.5K$278.0K+$5572026-10-26
Enhancing Capital LLC
INCREASED1,2431,235+8+1%$304.1K$276.3K-$27.8K2026-10-26
Community Trust & Investment Co
UNCHANGED1,2431,24300%$306.1K$276.3K-$29.8K2026-10-15
Gradient Investments LLC
NEW1,240—+1,240——$275.5K—2026-10-08
Mission Financial Group, LLC
INCREASED1,2381,163+75+6%$286.3K$275.2K-$11.1K2026-10-21
Connecticut Wealth Management, LLC
UNCHANGED1,2371,23700%$304.6K$274.9K-$29.6K2026-10-13
LeConte Wealth Management, LLC
INCREASED1,2351,179+56+5%$290.3K$274.5K-$15.8K2026-10-20
Financial Council, LLC
UNCHANGED1,2331,23300%$303.6K$274.0K-$29.5K2026-11-02
Cornerstone Wealth Group, LLC
INCREASED1,2321,155+77+7%$284.5K$273.9K-$10.6K2026-11-02
Community Bank & Trust, Waco, Texas
NEW1,230—+1,230——$273—2026-10-19
Woodley Farra Manion Portfolio Management Inc
UNCHANGED1,2271,22700%$302.1K$272.7K-$29.4K2026-11-05
Good Harbor Advisors, Inc.
DECREASED1,2261,301-75-6%$320.3K$272.5K-$47.8K2026-10-20
Cromwell Holdings LLC
UNCHANGED1,2221,22200%$300.9K$271.6K-$29.3K2026-10-28
Ledyard National Bank
DECREASED1,2171,794-577-32%$441.7K$270.5K-$171.2K2026-10-21
AGP Franklin, LLC
UNCHANGED1,2161,21600%$299.4K$270.3K-$29.1K2026-11-04
Bank Julius Baer & Co. Ltd, Zurich
NEW1,215—+1,215——$270.0K—2026-10-29
Tucker Asset Management LLC
DECREASED1,2141,236-22-2%$304.3K$269.8K-$34.5K2026-10-29
Zullo Investment Group, Inc.
UNCHANGED1,2111,21100%$298.3K$269.3K-$29.0K2026-10-20
First Nebraska Trust Co
UNCHANGED1,2071,20700%$297.2K$268.3K-$28.9K2026-10-30
Values Added Financial LLC
INCREASED1,2041,203+1+0%$296.2K$267.6K-$28.6K2026-10-28
Everhart Financial Group, Inc.
INCREASED1,1961,181+15+1%$290.8K$265.8K-$25.0K2026-10-08
Roxbury Financial LLC
DECREASED1,1931,201-8-1%$295.6K$265.1K-$30.5K2026-10-01
Global Financial Private Client, LLC
DECREASED1,1921,205-13-1%$296.7K$264.9K-$31.8K2026-10-15
Southland Equity Partners LLC
INCREASED1,1921,182+10+1%$290.9K$264.8K-$26.1K2026-10-14
Income Insurance Ltd
UNCHANGED1,1721,17200%$288.6K$260.5K-$28.1K2026-10-21
Landaas & Co
UNCHANGED1,1691,16900%$287.8K$259.8K-$28.0K2026-10-29
Collective Family Office LLC
INCREASED1,1681,165+3+0%$287.0K$259.6K-$27.4K2026-10-05
Legacies Wealth LLC
UNCHANGED1,1681,16800%$287.6K$259.6K-$28.0K2026-11-02
Archford Capital Strategies, LLC
INCREASED1,1671,111+56+5%$273.6K$259.4K-$14.2K2026-10-19
Wedgewood Investors Inc
UNCHANGED1,1651,16500%$286.8K$258.9K-$27.9K2026-10-28
Deseret Mutual Benefit Administrators
DECREASED1,1631,259-96-8%$310.0K$258.5K-$51.5K2026-11-04
Douglas Lane & Associates, LLC
INCREASED1,1601,152+8+1%$283.7K$257.9K-$25.8K2026-10-09
Worth Financial Advisory Group, LLC
UNCHANGED1,1571,15700%$284.9K$257.2K-$27.7K2026-10-19
Mcrae Capital Management Inc
UNCHANGED1,1561,15600%$284.6K$256.9K-$27.7K2026-10-15
Partners Wealth Management, LLC
NEW1,155—+1,155——$256.7K—2026-10-28
Swiss RE LTD
INCREASED1,152701+451+64%$172.6K$256.0K+$83.4K2026-11-06
Etesian Wealth Advisors, Inc.
DECREASED1,1501,175-25-2%$289.3K$255.6K-$33.7K2026-10-27
New Wave Wealth Advisors LLC
DECREASED1,1452,123-978-46%$522.7K$251.3K-$271.4K2026-10-19
Skyline Advisors, Inc.
INCREASED1,1361,026+110+11%$252.6K$252.5K-$1352026-11-03
Pioneer Trust Bank N A
UNCHANGED1,1301,13000%$278.2K$251.2K-$27.1K2026-11-06
North Point Portfolio Managers Corp
UNCHANGED1,1281,12800%$277.7K$250.7K-$27.0K2026-10-07
Canvas Wealth Advisors, LLC
DECREASED1,1241,432-308-22%$352.6K$260.6K-$92.0K2026-11-02
Counterpoint Mutual Funds LLC
NEW1,106—+1,106——$245.8K—2026-10-16
Allen Mooney & Barnes Investment Advisors LLC
UNCHANGED1,1061,10600%$272.3K$245.8K-$26.5K2026-10-08
Trinity Financial Advisors LLC
DECREASED1,1011,143-42-4%$281.4K$244.7K-$36.7K2026-10-09
Atlas Wealth Partners, LLC
UNCHANGED1,1001,10000%$270.8K$244.5K-$26.4K2026-11-03
Nautilus Advisors LLC
UNCHANGED1,0951,09500%$275.8K$243.4K-$32.5K2026-10-07
King Luther Capital Management Corp
DECREASED1,0941,154-60-5%$284.1K$243.2K-$41.0K2026-11-05
XML Financial, LLC
INCREASED1,0911,084+7+1%$266.8K$242.6K-$24.3K2026-10-29
Abacus Planning Group, Inc.
INCREASED1,0871,041+46+4%$256.3K$241.6K-$14.7K2026-11-02
Gen-Wealth Partners Inc
INCREASED1,083635+448+71%$156.4K$240.7K+$84.3K2026-11-04
Key Client Fiduciary Advisors, LLC
DECREASED1,0821,270-188-15%$312.7K$240.5K-$72.2K2026-10-19
Brown Miller Wealth Management, LLC
UNCHANGED1,0821,08200%$266.4K$240.5K-$25.9K2026-11-02
Legacy Private Trust Co.
UNCHANGED1,0751,07500%$264.7K$238.9K-$25.8K2026-10-06
Reap Financial Group, LLC
INCREASED1,072971+101+10%$239.1K$238.4K-$7902026-11-02
Oakworth Capital, Inc.
INCREASED1,0721,055+17+2%$262.5K$238.3K-$24.2K2026-10-26
Ellis Investment Partners, LLC
DECREASED1,0711,078-7-1%$265.5K$238.1K-$27.5K2026-10-21
McAdam, LLC
INCREASED1,067933+134+14%$229.7K$237.2K+$7.4K2026-10-21
Annex Advisory Services, LLC
INCREASED1,0631,029+34+3%$253.4K$236.2K-$17.2K2026-10-16
Hughes Financial Services, LLC
UNCHANGED1,0601,06000%$261.0K$245.7K-$15.3K2026-10-30
CPC Advisors, LLC
NEW1,057—+1,057——$234.9K—2026-10-21
Optivise Advisory Services LLC
INCREASED1,057957+100+10%$235.8K$234.9K-$8532026-10-19
Y.D. More Investments Ltd
INCREASED1,053258+795+308%$63.5K$234.0K+$170.5K2026-11-02
Rossby Financial, LCC
INCREASED1,050361+689+191%$88.9K$233.4K+$144.5K2026-11-05
SFI Advisors, LLC
UNCHANGED1,0501,05000%$258.5K$233.4K-$25.2K2026-10-30
Maseco LLP
INCREASED1,0491,043+6+1%$256.6K$233.2K-$23.4K2026-10-27
Wagner Wealth Management, Corp
DECREASED1,0451,047-20%$257.9K$232.4K-$25.5K2026-10-20
Fortitude Advisory Group L.L.C.
INCREASED1,0431,038+5+0%$255.6K$231.8K-$23.7K2026-10-15
Blue Zone Wealth Advisors, LLC
INCREASED1,0371,000+37+4%$246.2K$230.5K-$15.7K2026-10-19
KFA Private Wealth Group, LLC
NEW1,035—+1,035——$230.1K—2026-10-07
Warren Street Wealth Advisors, LLC
UNCHANGED1,0351,03500%$254.8K$230.0K-$24.8K2026-11-04
MBA Advisors LLC
UNCHANGED1,0341,03400%$254.6K$229.8K-$24.8K2026-10-29
Lyell Wealth Management, LP
UNCHANGED1,0331,03300%$254.3K$229.6K-$24.8K2026-10-30
Investment Research Partners LLC
UNCHANGED1,0321,03200%$254.1K$229.4K-$24.7K2026-10-19
Hoge Financial Services, LLC
DECREASED1,0271,031-40%$253.8K$228.3K-$25.5K2026-11-05
Farmers & Merchants Trust Co of Long Beach
DECREASED1,0241,030-6-1%$253.6K$227.6K-$26.0K2026-10-22
Grimes & Co Wealth Management, LLC
INCREASED1,0231,018+5+0%$250.7K$227.4K-$23.2K2026-10-29
Blue Capital, Inc.
DECREASED1,0141,073-59-5%$264.2K$225.4K-$38.8K2026-10-13
Grey Ledge Advisors, LLC
UNCHANGED1,0141,01400%$249.7K$225.4K-$24.3K2026-11-02
City State Bank
UNCHANGED1,0141,01400%$249.7K$225.4K-$24.3K2026-10-20
Gibson Capital, LLC
DECREASED1,0131,709-696-41%$420.8K$225.2K-$195.7K2026-10-23
Abner Herrman & Brock LLC
UNCHANGED1,0121,01200%$249$225-$242026-10-20
Lecap Asset Management LTD
NEW1,006—+1,006——$223.6K—2026-10-27
Johnson & White Wealth Management, LLC
UNCHANGED1,0041,00400%$247.2K$223.1K-$24.1K2026-11-03
Cardinal Capital Management, Inc.
UNCHANGED1,0001,00000%$246.2K$222.3K-$24.0K2026-10-16
Detalus Advisors, LLC
DECREASED9981,007-9-1%$248.0K$221.9K-$26.1K2026-10-15
Global Wealth Management Investment Advisory, Inc.
INCREASED998997+1+0%$245.5K$221.9K-$23.6K2026-11-04
Catalyst Private Wealth, LLC
NEW993—+993——$220.7K—2026-10-13
Blake Schutter Theil Wealth Advisors, LLC
DECREASED9891,088-99-9%$267.9K$219.8K-$48.1K2026-11-02
KRS Capital Management, LLC
INCREASED986964+22+2%$237.4K$219.1K-$18.4K2026-10-16
Ariston Services Group
UNCHANGED98398300%$242.0K$218.5K-$23.6K2026-10-16
Towercrest Capital Management
UNCHANGED97897800%$240.8K$217.4K-$23.4K2026-10-23
Alliance Wealth Management Group
UNCHANGED97897800%$240.8K$217.4K-$23.4K2026-10-29
Members Wealth LLC
INCREASED977965+12+1%$237.6K$212.7K-$24.9K2026-10-20
Black Diamond Financial, LLC
UNCHANGED97697600%$240.3K$217.0K-$23.3K2026-10-26
Burke & Herbert Bank & Trust Co
INCREASED974958+16+2%$235.9K$216.5K-$19.4K2026-11-02
Pension & Wealth Management Advisors, Inc.
INCREASED970190+780+411%$46.8K$215.8K+$169.0K2026-10-16
Washington Trust Advisors, Inc.
DECREASED9671,097-130-12%$270.0K$214.8K-$55.2K2026-10-22
Hillcrest Wealth Advisors - NY, LLC
INCREASED964939+25+3%$231.2K$214.3K-$16.9K2026-10-22
Meadow Creek Wealth Advisors LLC
INCREASED960932+28+3%$229.5K$213.4K-$16.1K2026-11-02
Stronghold Wealth Management L.L.C.
INCREASED958953+5+1%$234.6K$212.9K-$21.7K2026-10-16
Berman McAleer LLC
UNCHANGED95895800%$235.9K$212.9K-$23.0K2026-10-16
First Heartland Consultants, Inc.
INCREASED957821+136+17%$202.1K$212.7K+$10.6K2026-10-08
Carnegie Lake Advisors LLC
UNCHANGED95695600%$235.4K$212.5K-$22.9K2026-11-06
Comprehensive Financial Planning, Inc.
UNCHANGED94194100%$231.7K$209.1K-$22.5K2026-10-27
Avail Investment Partners, LLC
UNCHANGED94094000%$231.4K$208.9K-$22.5K2026-10-16
Dupree Financial Group, LLC
UNCHANGED94094000%$231.4K$208.9K-$22.5K2026-10-09
Versant Capital Management, Inc
INCREASED936723+213+29%$178.0K$208.0K+$30.0K2026-10-02
J.M. Arbour, LLC
INCREASED930899+31+3%$221.4K$206.7K-$14.6K2026-11-05
South Shore Capital Advisors
UNCHANGED92892800%$228.5K$206.3K-$22.2K2026-10-20
Northbridge Financial Group, LLC
NEW925—+925——$203.6K—2026-11-05
McLean Asset Management Corp
DECREASED923935-12-1%$233.7K$209.2K-$24.5K2026-11-06
Capital Asset Advisory Services LLC
DECREASED9221,318-396-30%$324.6K$208.0K-$116.5K2026-10-30
Heritage Family Offices, LLP
DECREASED918950-32-3%$233.9K$204.0K-$29.9K2026-11-02
Thompson Siegel & Walmsley LLC
UNCHANGED91791700%$226.0K$204-$225.8K2026-11-05
W Advisors, LLC
INCREASED916880+36+4%$216.7K$203.6K-$13.1K2026-11-02
Cynosure Group, LLC
NEW911—+911——$202.5K—2026-11-03
Midland Wealth Advisors, LLC
DECREASED9061,538-632-41%$378.7K$201.4K-$177.3K2026-10-26
Realta Investment Advisors
DECREASED9055,349-4,444-83%$1.3M$201.2K-$1.1M2026-10-14
Certior Financial Group, LLC
DECREASED905907-20%$223.4K$201.2K-$22.2K2026-10-19
Equitable Trust Co
INCREASED902899+3+0%$221.4K$200.5K-$20.9K2026-10-13
Hoxton Planning & Management, LLC
INCREASED901879+22+3%$216.4K$200.3K-$16.2K2026-10-15
Amplius Wealth Advisors, LLC
DECREASED9001,003-103-10%$247.0K$200.0K-$46.9K2026-10-20
Red Spruce Capital, LLC
UNCHANGED90090000%$221.6K$200.0K-$21.6K2026-10-07
Blue Bell Private Wealth Management, LLC
INCREASED892855+37+4%$210.5K$198.3K-$12.3K2026-10-29
Gold Investment Management Ltd.
UNCHANGED88888800%$218.6K$197.4K-$21.3K2026-10-19
SBI Securities Co., Ltd.
INCREASED876875+1+0%$215.4K$194.7K-$20.7K2026-10-22
Atlantic Edge Private Wealth Management, LLC
DECREASED820845-25-3%$208.1K$182.3K-$25.8K2026-10-20
Owl Creek Wealth Partners LLC
DECREASED813957-144-15%$235.6K$180.7K-$54.9K2026-10-20
Jnba Financial Advisors
INCREASED812697+115+17%$171.6K$180.5K+$8.9K2026-11-03
Lloyd Advisory Services, Llc.
DECREASED800804-40%$197.9K$177.8K-$20.1K2026-11-02
SBK Financial, Inc.
UNCHANGED80080000%$197.0K$177.8K-$19.2K2026-11-02
Dakota Community Bank & Trust NA
INCREASED771650+121+19%$160.0K$171.4K+$11.3K2026-10-09
Bell Investment Advisors, Inc
INCREASED760610+150+25%$150.2K$168.9K+$18.7K2026-10-29
First Bancorp, Inc
UNCHANGED75375300%$185.4K$167.4K-$18.0K2026-10-26
Hilton Head Capital Partners, LLC
UNCHANGED75275200%$185.2K$167.1K-$18.0K2026-10-23
Mowery & Schoenfeld Wealth Management, LLC
INCREASED736114+622+546%$28.1K$163.6K+$135.5K2026-10-28
Golden State Wealth Management, LLC
INCREASED719718+1+0%$177.0K$159.9K-$17.0K2026-11-02
Compass Financial Management LLC
INCREASED685398+287+72%$98.8K$152.3K+$53.5K2026-10-30
Livelsberger Financial Advisory
NEW664—+664——$147.6K—2026-10-28
Silver Grove Financial Group, Inc.
INCREASED663574+89+16%$141.2K$147.3K+$6.1K2026-11-05
Capital Advisors, Ltd. LLC
INCREASED598569+29+5%$140$133-$72026-10-27
Smallwood Wealth Investment Management, LLC
UNCHANGED59159100%$145.5K$131.4K-$14.2K2026-10-30
Coastline Trust Co
DECREASED569624-55-9%$153.6K$126.5K-$27.2K2026-10-01
Duncker Streett & Co Inc
UNCHANGED56056000%$137.9K$124.5K-$13.4K2026-10-27
Salomon & Ludwin, LLC
DECREASED556598-42-7%$150.5K$123.6K-$26.9K2026-10-29
SJS Investment Consulting Inc.
INCREASED552319+233+73%$78.5K$122.7K+$44.1K2026-10-26
Birch Financial Group, LLC
NEW520—+520——$115.6K—2026-10-27
Southern Michigan Bank & Trust
DECREASED516550-34-6%$135.4K$114.7K-$20.7K2026-10-19
Evermay Wealth Management LLC
UNCHANGED50650600%$124.6K$112.5K-$12.1K2026-11-05
S.A. Mason LLC
UNCHANGED49449400%$121.6K$109.8K-$11.8K2026-10-13
Bayban
UNCHANGED48448400%$119.2K$119.2K$02026-11-05
Asset Planning,Inc
UNCHANGED48048000%$118.2K$106.7K-$11.5K2026-10-26
Quest 10 Wealth Builders, Inc.
DECREASED476477-10%$117.4K$105.8K-$11.7K2026-11-02
Montgomery Financial Services LLC
UNCHANGED46546500%$114.5K$103.4K-$11.1K2026-11-03
Sfam, LLC
UNCHANGED43743700%$107.6K$97.1K-$10.5K2026-11-03
Networth Advisors, LLC
INCREASED433430+3+1%$105.8K$96.3K-$9.5K2026-11-03
Rakuten Securities, Inc.
INCREASED42522+403+1832%$5.4K$94.5K+$89.0K2026-11-02
Fortitude Family Office, LLC
INCREASED423164+259+158%$40.4K$94.0K+$53.6K2026-10-14
Highline Wealth Partners LLC
INCREASED409202+207+102%$49.8K$90.8K+$41.0K2026-10-19
Glass Jacobson Investment Advisors llc
UNCHANGED40240200%$99.0K$89.3K-$9.6K2026-10-26
Creative Financial Designs Inc
INCREASED385352+33+9%$86.7K$85.7K-$1.0K2026-11-04
MV Capital Management, Inc.
DECREASED366370-4-1%$91.1K$81.3K-$9.8K2026-10-29
Bullock Wealth Management Group
INCREASED366363+3+1%$91.4K$80.8K-$10.6K2026-10-09
DiNuzzo Private Wealth, Inc.
DECREASED364365-10%$89.9K$80.9K-$9.0K2026-10-16
Clean Yield Group
DECREASED361397-36-9%$97.7K$80.2K-$17.5K2026-10-28
Clearstead Trust, LLC
UNCHANGED35635600%$87.7K$79.1K-$8.5K2026-11-06
Planning Strategies Inc.
INCREASED336335+1+0%$82.5K$74.7K-$7.8K2026-10-02
Adirondack Trust Co
INCREASED327291+36+12%$71.6K$72.7K+$1.0K2026-10-14
Acumen Wealth Advisors, LLC
UNCHANGED32332300%$79.4K$71.7K-$7.7K2026-11-05
West Branch Capital LLC
UNCHANGED31531500%$77.6K$70.0K-$7.5K2026-10-20
Physician Wealth Advisors, Inc.
UNCHANGED31131100%$76.6K$69.1K-$7.5K2026-10-20
Fairman Group, LLC
UNCHANGED30830800%$75.8K$68.5K-$7.4K2026-10-26
Spire Wealth Management
DECREASED290347-57-16%$85.6K$64.4K-$21.1K2026-10-30
Burkett Financial Services, LLC
NEW279—+279——$62.0K—2026-10-01
McCarley & Cook Financial Planners
UNCHANGED26726700%$65.7K$59.3K-$6.4K2026-10-21
Axiom Investment Management LLC
UNCHANGED26626600%$65.5K$59.1K-$6.4K2026-11-03
Avion Wealth
INCREASED264254+10+4%$62.0K$58-$61.9K2026-11-04
Activest Wealth Management
INCREASED262255+7+3%$62.8K$58.2K-$4.6K2026-10-15
Rosenberg Matthew Hamilton
DECREASED253278-25-9%$68.4K$56.2K-$12.2K2026-10-05
High Note Wealth, LLC
INCREASED251243+8+3%$59.8K$55.8K-$4.0K2026-10-27
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
DECREASED249289-40-14%$71.2K$55.3K-$15.8K2026-11-06
Hickory Point Bank & Trust
UNCHANGED24524500%$60.3K$54.5K-$5.9K2026-10-01
Davis Capital Management
INCREASED222209+13+6%$51.5K$49.3K-$2.1K2026-10-08
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED2211,574-1,353-86%$387.7K$49.1K-$338.6K2026-10-14
Signature Equity Partners, LLC
DECREASED2171,339-1,122-84%$329.7K$48.2K-$281.4K2026-10-29
Beacon Investment Advisory Services, Inc.
UNCHANGED21521500%$52.9K$47.8K-$5.2K2026-10-13
Union Savings Bank
UNCHANGED21221200%$52.2K$47.1K-$5.1K2026-10-14
Toth Financial Advisory Corp
INCREASED210175+35+20%$43.1K$46.7K+$3.6K2026-10-08
Private Wealth Management Group, LLC
INCREASED209170+39+23%$41.9K$46.5K+$4.6K2026-10-19
Cape Investment Advisory, Inc.
INCREASED206205+1+0%$50.5K$45.8K-$4.7K2026-10-13
Westside Investment Management, Inc.
UNCHANGED20320300%$50.0K$45.1K-$4.9K2026-11-02
Country Trust Bank
UNCHANGED20120100%$49.5K$44.7K-$4.8K2026-10-30
Towne Trust Company, N.a
INCREASED19825+173+692%$6.2K$44.0K+$37.9K2026-10-28
Center for Financial Planning, Inc.
INCREASED19255+137+249%$13.5K$42.7K+$29.1K2026-10-26
Centerpoint Advisors, LLC
INCREASED191189+2+1%$47.0K$43-$47.0K2026-11-05
Richardson Financial Services Inc.
INCREASED190177+13+7%$43.6K$42.2K-$1.4K2026-10-30
Wilkerson Advisory Group LLC
INCREASED188180+8+4%$44.3K$41.8K-$2.5K2026-10-20
Sarver Vrooman Wealth Advisors
UNCHANGED18518500%$46.3K$41.1K-$5.2K2026-10-01
Financial Perspectives, Inc
INCREASED176142+34+24%$35.0K$39.1K+$4.2K2026-11-03
West Financial Advisors, LLC
UNCHANGED17417400%$42.8K$38.7K-$4.2K2026-10-22
TFC Financial Management, Inc.
UNCHANGED17217200%$42.3K$38.2K-$4.1K2026-10-26
Abound Wealth Management
UNCHANGED16916900%$41.7K$37.6K-$4.1K2026-10-26
Beacon Financial Strategies Corp
UNCHANGED16716700%$41.1K$37.1K-$4.0K2026-10-14
Paladin Partners, LLC
UNCHANGED15315300%$37.7K$34.0K-$3.7K2026-10-06
Elevation Wealth Partners, LLC
INCREASED15090+60+67%$22.2K$33.3K+$11.2K2026-10-07
GK Wealth Management LLC
NEW149—+149——$33.2K—2026-10-09
Bayforest Capital Ltd
DECREASED144270-126-47%$66.5K$32.0K-$34.5K2026-11-03
Montag A & Associates Inc
INCREASED143135+8+6%$33.2K$31.8K-$1.5K2026-10-29
Albion Financial Group
INCREASED141138+3+2%$34.0K$31.3K-$2.7K2026-10-21
Winch Advisory Services, LLC
INCREASED140139+1+1%$34.2K$31.1K-$3.1K2026-11-06
Triumph Capital Management
INCREASED138137+1+1%$33.8K$30.6K-$3.3K2026-10-14
Archer Investment Corp
INCREASED136135+1+1%$33.2K$30.1K-$3.1K2026-11-05
Buck Wealth Strategies, LLC
DECREASED128129-1-1%$31.8K$28.5K-$3.3K2026-10-28
Joseph Group Capital Management
INCREASED122102+20+20%$25.1K$27.1K+$2.0K2026-11-04
Wolff Wiese Magana LLC
UNCHANGED12212200%$30.0K$27.1K-$2.9K2026-10-15
Phillip James Consulting Co.
UNCHANGED12012000%$29.5K$26.7K-$2.9K2026-11-03
Monetary Solutions, Ltd
UNCHANGED11911900%$29.3K$26.4K-$2.9K2026-10-22
Nova Financial LLC
NEW118—+118——$26.2K—2026-11-04
Covestor Ltd
DECREASED115192-77-40%$47.0K$26-$47.0K2026-10-30
Plante Moran Financial Advisors, LLC
INCREASED11493+21+23%$22.9K$25.4K+$2.4K2026-11-04
James T. Borello RIA
INCREASED113105+8+8%$25.9K$25.1K-$7372026-10-16
Bank & Trust Co
DECREASED111133-22-17%$32.7K$24.7K-$8.1K2026-10-07
Aventus Investment Advisors, Inc.
UNCHANGED11011000%$27.1K$24.4K-$2.6K2026-10-09
Laurel Wealth Advisors LLC
NEW104—+104——$23.1K—2026-10-27
Summit Securities Group LLC
DECREASED100293-193-66%$72.1K$22.2K-$49.9K2026-11-05
Pflug Koory, LLC
UNCHANGED10010000%$24.6K$22.2K-$2.4K2026-10-26
Fortis Group Advisors, LLC
UNCHANGED10010000%$24.6K$22.2K-$2.4K2026-11-06
WPG Advisers, LLC
INCREASED9560+35+58%$14.8K$21.1K+$6.3K2026-10-27
Access Investment Management LLC
UNCHANGED929200%$22.7K$20.4K-$2.2K2026-10-23
Axxion S.A.
UNCHANGED929200%$22.7K$20.4K-$2.2K2026-10-22
Cherry Tree Wealth Management, LLC
UNCHANGED919100%$22.4K$20.2K-$2.2K2026-10-15
GGM Financial LLC
INCREASED9089+1+1%$22.0K$20.0K-$2.0K2026-11-05
Leonteq Securities AG
UNCHANGED909000%$22.2K$20.0K-$2.2K2026-10-29
Balance Wealth Partners LLC
NEW89—+89——$19.8K—2026-10-27
Rothwell Investment Advisors, LLC
NEW88—+88——$19.5K—2026-11-06
Trust Co of Toledo NA
DECREASED8894-6-6%$23.1K$19.6K-$3.6K2026-10-16
Proathlete Wealth Management LLC
INCREASED8724+63+263%$5.9K$19.3K+$13.4K2026-10-15
Retirement Wealth Solutions LLC
UNCHANGED868600%$21.1K$19.1K-$2.0K2026-10-07
Meriwether Wealth & Planning, LLC
NEW85—+85——$18.9K—2026-10-13
Citizens National Bank Trust Department
UNCHANGED838300%$20.4K$18.4K-$2.0K2026-11-04
Creative Capital Management Investments LLC
INCREASED8055+25+45%$13.5K$17.8K+$4.2K2026-10-28
Valued Wealth Advisors LLC
INCREASED8079+1+1%$19.5K$17.7K-$1.7K2026-11-05
RHL Group, LLC
UNCHANGED808000%$19.7K$17.7K-$2.0K2026-11-04
Piscataqua Savings Bank
UNCHANGED757500%$18.5K$16.7K-$1.8K2026-10-21
Bfsg, LLC
NEW72—+72——$16.0K—2026-10-30
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED717100%$17$16-$12026-10-14
High Point Wealth Management, LLC
UNCHANGED707000%$17.2K$15.6K-$1.7K2026-11-05
Bay Harbor Wealth Management, LLC
INCREASED6857+11+19%$14.0K$15.1K+$1.1K2026-11-03
Pittenger & Anderson Inc
NEW66—+66——$14.7K—2026-11-02
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED666600%$16.3K$14.7K-$1.6K2026-10-28
Foster Dykema Cabot & Partners, LLC
UNCHANGED636300%$15.5K$14.0K-$1.5K2026-10-30
Cedar Mountain Advisors, LLC
UNCHANGED606000%$14.8K$13.3K-$1.4K2026-10-15
Bradley & Co. Private Wealth Management, LLC
UNCHANGED606000%$14.8K$13.3K-$1.4K2026-10-23
Evolution Wealth Management Inc.
INCREASED5958+1+2%$14.3K$13.1K-$1.2K2026-10-28
Indiana Trust & Investment Management Co
UNCHANGED585800%$14.3K$12.9K-$1.4K2026-10-22
Ulland Investment Advisors, LLC
UNCHANGED575700%$14$13-$12026-10-13
Arlington Trust Co LLC
INCREASED5643+13+30%$10.6K$12.4K+$1.9K2026-10-20
Nfsg Corp
INCREASED5655+1+2%$13.5K$12.4K-$1.1K2026-10-15
Downshift Financial, LLC
UNCHANGED515100%$12.6K$11.3K-$1.2K2026-10-13
Next Level Wealth Planning, LLC
NEW50—+50——$11.1K—2026-10-29
Beutel, Goodman & Co Ltd.
UNCHANGED505000%$12$11-$12026-11-04
Richardson Capital Management LLC
UNCHANGED505000%$12.3K$11.1K-$1.2K2026-10-23
Northstar Asset Management Co
UNCHANGED505000%$12.6K$11.1K-$1.4K2026-10-22
Lodestone Wealth Management LLC
UNCHANGED505000%$12.3K$11.1K-$1.2K2026-10-14
Ascentis Wealth Management, LLC
NEW47—+47——$10.4K—2026-11-03
Alpine Bank Wealth Management
NEW46—+46——$10.2K—2026-10-16
Armstrong Advisory Group, Inc
DECREASED4559-14-24%$14.5K$10.0K-$4.5K2026-10-09
Hilltop National Bank
UNCHANGED454500%$11.1K$10.0K-$1.1K2026-10-14
William Mack & Associates, Inc.
NEW40—+40——$8.9K—2026-10-27
Signature Resources Capital Management, LLC
UNCHANGED404000%$9.8K$8.9K-$9592026-10-16
Clark Wealth Partners
INCREASED3836+2+6%$8.9K$8.4K-$4182026-10-19
Flagship Wealth Advisors, LLC
NEW37—+37——$8.2K—2026-11-03
IMG Wealth Management, Inc.
UNCHANGED373700%$9.1K$8.2K-$8862026-10-27
Global Trust Asset Management, LLC
DECREASED3451-17-33%$12.6K$7.6K-$5.0K2026-10-19
Burk Holdings LLC
UNCHANGED303000%$7.4K$6.7K-$7192026-11-05
Security National Bank
UNCHANGED292900%$7.1K$6.4K-$6942026-10-26
Barnes Dennig Private Wealth Management LLC
INCREASED2721+6+29%$5.2K$6.0K+$8302026-10-30
United Financial Planning Group LLC
UNCHANGED272700%$6.6K$6.0K-$6472026-11-04
Dhjj Financial Advisors, Ltd.
UNCHANGED272700%$6.6K$6.0K-$6462026-10-23
Gleason Group, Inc.
UNCHANGED272700%$6.6K$6.0K-$6472026-10-15
KFG LLC
NEW25—+25——$5.6K—2026-11-02
Latitude Advisors, LLC
NEW25—+25——$5.6K—2026-10-27
FNY Investment Advisers, LLC
INCREASED258+17+213%$1$5+$42026-10-16
Mosley Wealth Management
UNCHANGED232300%$5.5K$4.9K-$6782026-10-16
Ares Financial Consulting, LLC
UNCHANGED212100%$5.2K$4.7K-$4832026-10-19
American National Bank & Trust
UNCHANGED212100%$5.2K$4.7K-$5022026-10-07
Gilpin Wealth Management, LLC
NEW20—+20——$4.4K—2026-10-09
American Capital Advisory, LLC
INCREASED2019+1+5%$4.7K$4.4K-$2332026-10-28
Key Capital Management, Inc
UNCHANGED191900%$4.7K$4.2K-$4552026-11-03
Quaker Wealth Management, LLC
UNCHANGED191900%$4.7K$4.2K-$4562026-10-22
Alta Capital Management LLC/
NEW18—+18——$4.0K—2026-10-26
Kingdom Financial Group Llc.
NEW18—+18——$4.0K—2026-11-04
Trifecta Capital Advisors, LLC
UNCHANGED181800%$4.4K$4.0K-$4312026-10-21
Sunrise Financial Services, LLC
UNCHANGED181800%$4.4K$4.0K-$4312026-10-21
UMB Private Wealth Management, LLC
NEW16—+16——$3.6K—2026-10-19
Elevated Capital Advisors, LLC
UNCHANGED161600%$3.9K$3.6K-$3842026-11-04
Tsfg, LLC
UNCHANGED151500%$4$3-$12026-10-23
WestEnd Advisors, LLC
UNCHANGED151500%$3.7K$3.3K-$3592026-10-27
Financial Network Wealth Advisors LLC
INCREASED147+7+100%$1.7K$3.1K+$1.4K2026-10-28
MTM Investment Management, LLC
UNCHANGED141400%$3.4K$3.1K-$3352026-10-30
Granite FO LLC
UNCHANGED141400%$3.4K$3.1K-$3352026-10-14
Lynch Investment Planning, LLC
NEW10—+10——$2.2K—2026-10-27
Tounjian Advisory Partners, LLC
DECREASED1014-4-29%$3.5K$2.3K-$1.2K2026-11-04
Ashurst Perkins Coie Trust Co
NEW9—+9——$2.0K—2026-10-15
GoalVest Advisory LLC
DECREASED912-3-25%$3.0K$2.0K-$9552026-10-02
DecisionPoint Financial, LLC
UNCHANGED9900%$2.3K$2.0K-$2782026-10-27
Cranbrook Wealth Management, LLC
UNCHANGED9900%$2.1K$1.9K-$2062026-10-28
PayPay Securities Corp
UNCHANGED8800%$2.0K$1.8K-$1922026-10-27
Kings Path Partners LLC
UNCHANGED8800%$2.0K$1.8K-$1922026-10-21
Advocate Investing Services LLC
UNCHANGED8800%$2.0K$1.8K-$1922026-10-26
Portfolio Resources Advisor Group, Inc.
NEW7—+7——$1.6K—2026-10-20
John Boyer, Inc.
NEW7—+7——$1.6K—2026-10-27
Addison Advisors LLC
NEW7—+7——$1.6K—2026-11-06
Nvest Wealth Strategies, Inc.
INCREASED63+3+100%$739$1.3K+$5952026-10-14
Align Financial, LLC
NEW5—+5——$1.1K—2026-10-16
Fairscale Capital, LLC
NEW5—+5——$1.1K—2026-11-04
Navigoe, LLC
DECREASED57-2-29%$1$1$02026-11-04
Torren Management, LLC
UNCHANGED5500%$1.3K$1.2K-$1202026-10-29
Mascoma Wealth Management LLC
INCREASED42+2+100%$492$889+$3972026-10-23
Trust Co
UNCHANGED4400%$985$889-$962026-10-09
William B. Walkup & Associates, Inc.
UNCHANGED4400%$985$889-$962026-11-05
Marquette Asset Management, LLC
UNCHANGED4400%$985$890-$952026-10-09
NorthAvenue LLC
UNCHANGED3300%$739$667-$722026-10-29
Breakwater Investment Management
NEW2—+2——$445—2026-10-20
StrongBox Wealth, LLC
NEW2—+2——$445—2026-11-02
Fairway Wealth LLC
NEW2—+2——$445—2026-10-30
Strengthening Families & Communities, LLC
UNCHANGED2200%$492$448-$442026-10-21
Morton Brown Family Wealth, LLC
UNCHANGED2200%$492$445-$472026-10-23
3 Factor Indexing, LLC
UNCHANGED2200%$493$445-$482026-10-15
Maryland Capital Advisors Inc.
UNCHANGED1100%$247$223-$242026-10-15
GenTrust, LLC
CLOSED068,701-68,701-100%$16.9M$0-$16.9M2026-11-06
BNC Wealth Management, LLC
CLOSED030,376-30,376-100%$7.5M$0-$7.5M2026-10-19
Moody Aldrich Partners LLC
CLOSED020,351-20,351-100%$5.0M$0-$5.0M2026-10-27
Tweedy, Browne Co LLC
CLOSED013,214-13,214-100%$3.3M$0-$3.3M2026-11-04
Center for Wealth Management Advisory
CLOSED08,678-8,678-100%$2.1M$0-$2.1M2026-10-23
Grandview Asset Management LLC
CLOSED04,758-4,758-100%$1.2M$0-$1.2M2026-10-19
Wellington Shields & Co., LLC
CLOSED04,244-4,244-100%$1.0M$0-$1.0M2026-11-03
Zega Investments, LLC
CLOSED04,014-4,014-100%$988.3K$0-$988.3K2026-11-04
LBP AM SA
CLOSED03,422-3,422-100%$842.6K$0-$842.6K2026-11-06
iA Global Asset Management Inc.
CLOSED02,430-2,430-100%$598.0K$0-$598.0K2026-10-29
One Wealth Capital Management, LLC
CLOSED02,238-2,238-100%$551.0K$0-$551.0K2026-10-23
Money Concepts Capital Corp
CLOSED01,932-1,932-100%$475.8K$0-$475.8K2026-11-06
Providence First Trust Co
CLOSED01,865-1,865-100%$459.3K$0-$459.3K2026-11-02
Beacon Bank & Trust
CLOSED01,776-1,776-100%$437.3K$0-$437.3K2026-10-27
Petros Family Wealth, LLC
CLOSED01,671-1,671-100%$411.4K$0-$411.4K2026-10-28
Apeiron RIA LLC
CLOSED01,567-1,567-100%$262.3K$0-$262.3K2026-10-08
FDx Advisors, Inc.
CLOSED01,239-1,239-100%$305.0K$0-$305.0K2026-11-05
Exchange Bank
CLOSED01,230-1,230-100%$302.9K$0-$302.9K2026-10-07
First Business Financial Services, Inc.
CLOSED01,130-1,130-100%$278.2K$0-$278.2K2026-10-29
Lebenthal Global Advisors, LLC
CLOSED01,082-1,082-100%$266.5K$0-$266.5K2026-10-28
Triune Financial Partners, LLC
CLOSED01,070-1,070-100%$263.4K$0-$263.4K2026-11-03
GW Henssler & Associates LTD
CLOSED01,043-1,043-100%$256.8K$0-$256.8K2026-10-26
Grant Private Wealth Management Inc
CLOSED01,042-1,042-100%$256.6K$0-$256.6K2026-10-19
Provident Wealth Management, LLC
CLOSED0970-970-100%$238.8K$0-$238.8K2026-10-20
Paragon Private Wealth Management, LLC
CLOSED0961-961-100%$236.7K$0-$236.7K2026-10-20
Pacific Excel Wealth Advisors, Inc.
CLOSED0950-950-100%$233.9K$0-$233.9K2026-10-27
Cornerstone Advisory, LLC
CLOSED0938-938-100%$230.9K$0-$230.9K2026-11-06
Balefire, LLC
CLOSED0935-935-100%$230.2K$0-$230.2K2026-10-09
Robinswood Financial LLC
CLOSED0913-913-100%$224.9K$0-$224.9K2026-10-20
Balentine LLC
CLOSED0905-905-100%$222.8K$0-$222.8K2026-11-03
Piedmont Capital Management, LLC
CLOSED0896-896-100%$220.6K$0-$220.6K2026-10-21
Marble Harbor Investment Counsel, LLC
CLOSED0894-894-100%$220.1K$0-$220.1K2026-11-06
Good Steward Wealth Advisors,LLC
CLOSED0893-893-100%$219.9K$0-$219.9K2026-11-06
PFG Advisors
CLOSED0890-890-100%$219.2K$0-$219.2K2026-10-16
Veery Capital, LLC
CLOSED0887-887-100%$218.4K$0-$218.4K2026-10-07
Luts & Greenleigh Group, Inc.
CLOSED0885-885-100%$217.9K$0-$217.9K2026-11-05
Charter Capital Management, Llc\de
CLOSED0880-880-100%$216.6K$0-$216.6K2026-10-28
BNB Wealth Management, LLC
CLOSED0878-878-100%$216.2K$0-$216.2K2026-10-28
Veracity Capital LLC
CLOSED0870-870-100%$214.3K$0-$214.3K2026-10-08
Cora Capital Advisors LLC
CLOSED0868-868-100%$213.7K$0-$213.7K2026-11-02
Wedge Capital Management L L P
CLOSED0865-865-100%$213.0K$0-$213.0K2026-10-13
WealthPoint Financial, LLC
CLOSED0865-865-100%$213.0K$0-$213.0K2026-11-03
Reynders McVeigh Capital Management, LLC
CLOSED0856-856-100%$211.0K$0-$211.0K2026-10-30
Traveka Wealth, LLC
CLOSED0855-855-100%$210.5K$0-$210.5K2026-10-19
Arcataur Capital Management LLC
CLOSED0855-855-100%$210.5K$0-$210.5K2026-10-21
Gouws Capital LLC
CLOSED0840-840-100%$206.8K$0-$206.8K2026-10-09
Tranquility Partners, LLC
CLOSED0839-839-100%$206.6K$0-$206.6K2026-10-20
Lake Street Private Wealth, LLC
CLOSED0839-839-100%$206.8K$0-$206.8K2026-10-22
Impact Capital Partners LLC
CLOSED0838-838-100%$206.3K$0-$206.3K2026-10-22
Encompass More Asset Management
CLOSED0825-825-100%$203.2K$0-$203.2K2026-10-16
EdgeRock Capital LLC
CLOSED0824-824-100%$202.9K$0-$202.9K2026-11-03
Clifford Swan Investment Counsel LLC
CLOSED0818-818-100%$201.4K$0-$201.4K2026-11-05
Associated Banc-Corp
CLOSED0818-818-100%$201.4K$0-$201.4K2026-10-30
Wealth Architects, LLC
CLOSED0813-813-100%$200.2K$0-$200.2K2026-11-03
Cornerstone Planning Group LLC
CLOSED0198-198-100%$50.0K$0-$50.0K2026-10-16
NBT Bank, N.A.
CLOSED0157-157-100%$38.7K$0-$38.7K2026-10-21
Solstein Capital, LLC
CLOSED096-96-100%$23.6K$0-$23.6K2026-11-02
Chilton Capital Management LLC
CLOSED038-38-100%$9.4K$0-$9.4K2026-10-28
Kelleher Financial Advisors
CLOSED025-25-100%$6.2K$0-$6.2K2026-10-30
Whipplewood Advisors, LLC
CLOSED017-17-100%$4.2K$0-$4.2K2026-10-20
CKW Financial Group
CLOSED012-12-100%$3$0-$32026-10-29
Fiduciary Advisors, Inc.
CLOSED010-10-100%$2.5K$0-$2.5K2026-10-16
Noble Wealth Management PBC
CLOSED09-9-100%$2.2K$0-$2.2K2026-10-01
Halbert Hargrove Global Advisors, LLC
CLOSED09-9-100%$2.1K$0-$2.1K2026-10-16
Spectrum Wealth Advisory Group, LLC
CLOSED05-5-100%$1.2K$0-$1.2K2026-10-29
LifeSteps Financial, Inc.
CLOSED05-5-100%$1.2K$0-$1.2K2026-10-15
Vermillion Wealth Management, Inc.
CLOSED04-4-100%$1.1K$0-$1.1K2026-10-26
Evolution Advisers, Inc.
CLOSED01-1-100%$0$0$02026-11-06
BlackRock, Inc.
N/A—32,172,263-32,172,263-100%$7.9B———
Vanguard Capital Management LLC
N/A—26,208,803-26,208,803-100%$6.5B———
State Street Corp
N/A—18,434,446-18,434,446-100%$4.5B———
FMR LLC
N/A—14,254,710-14,254,710-100%$3.5B———
Vanguard Portfolio Management LLC
N/A—10,597,926-10,597,926-100%$2.6B———
Norges Bank
N/A—10,145,985-10,145,985-100%$2.5B———
Bank of America Corp
N/A—8,539,645-8,539,645-100%$2.1B———
Franklin Resources Inc
N/A—8,424,326-8,424,326-100%$2.1B———
Capital Research Global Investors
N/A—7,694,464-7,694,464-100%$1.9B———
Wells Fargo & Company
N/A—6,059,766-6,059,766-100%$1.5B———
Massachusetts Financial Services Co
N/A—6,019,533-6,019,533-100%$1.5B———
Goldman Sachs Group Inc
N/A—5,343,276-5,343,276-100%$1.3B———
Morgan Stanley
N/A—5,130,246-5,130,246-100%$1.3B———
Ameriprise Financial Inc
N/A—4,572,235-4,572,235-100%$1.1B———
Northern Trust Corp
N/A—4,503,549-4,503,549-100%$1.1B———
Charles Schwab Investment Management Inc
N/A—4,288,913-4,288,913-100%$1.1B———
Invesco Ltd.
N/A—4,245,984-4,245,984-100%$1.0B———
AQR Capital Management LLC
N/A—4,224,201-4,224,201-100%$1.0B———
Aristotle Capital Management, LLC
N/A—3,855,586-3,855,586-100%$949.3M———
UBS Asset Management Americas LLC
N/A—3,607,786-3,607,786-100%$888.3M———
Royal Bank of Canada
N/A—3,589,655-3,589,655-100%$883.8M———
Jupiter Topco LLC
N/A—3,074,194-3,074,194-100%$756.9M———
Legal & General Group Plc
N/A—2,717,766-2,717,766-100%$669.2M———
UBS Group AG
N/A—2,515,431-2,515,431-100%$619.3M———
Federated Hermes, Inc.
N/A—2,293,597-2,293,597-100%$564.7M———
Vanguard Fiduciary Trust Co
N/A—2,254,504-2,254,504-100%$555.1M———
Envestnet Asset Management Inc
N/A—2,103,553-2,103,553-100%$517.9M———
JPMorgan Chase & Co
N/A—1,989,773-1,989,773-100%$490.9M———
Clearbridge Investments, LLC
N/A—1,940,468-1,940,468-100%$477.8M———
Raymond James Financial Inc
N/A—1,915,284-1,915,284-100%$471.6M———
Voya Investment Management LLC
N/A—1,764,995-1,764,995-100%$434.2M———
First Trust Advisors LP
N/A—1,759,998-1,759,998-100%$433.3M———
Nuveen, LLC
N/A—1,742,260-1,742,260-100%$429.0M———
Capital International Investors
N/A—1,575,996-1,575,996-100%$388.1M———
Mariner, LLC
N/A—1,497,825-1,497,825-100%$368.8M———
Neuberger Berman Group LLC
N/A—1,339,181-1,339,181-100%$329.8M———
Jennison Associates LLC
N/A—1,227,318-1,227,318-100%$302.2M———
HSBC Holdings PLC
N/A—1,091,133-1,091,133-100%$268.8M———
CIBC Bancorp USA Inc.
N/A—1,038,066-1,038,066-100%$255.9M———
National Pension Service
N/A—1,001,729-1,001,729-100%$246.6M———
Nomura Asset Management International Inc.
N/A—936,010-936,010-100%$230.5M———
Vanguard Asset Management, Ltd
N/A—898,942-898,942-100%$221.3M———
Vanguard Global Advisers, LLC
N/A—896,725-896,725-100%$220.8M———
Victory Capital Management Inc
N/A—838,076-838,076-100%$206.4M———
California Public Employees Retirement System
N/A—824,181-824,181-100%$202.9M———
Bank of Montreal
N/A—819,060-819,060-100%$201.7M———
Canada Pension Plan Investment Board
N/A—771,649-771,649-100%$190.0M———
BNP Paribas Financial Markets
N/A—743,654-743,654-100%$183.1M———
Citadel Advisors LLC
N/A—742,111-742,111-100%$182.7M———
Jane Street Group, LLC
N/A—718,151-718,151-100%$176.8M———
Point72 Asset Management, L.P.
N/A—713,705-713,705-100%$175.7M———
Rhumbline Advisers
N/A—698,054-698,054-100%$171.9M———
Millennium Management LLC
N/A—691,773-691,773-100%$170.3M———
Brandes Investment Partners, LP
N/A—677,618-677,618-100%$166.8M———
Focus Partners Wealth
N/A—642,044-642,044-100%$158.1M———
Schroder Investment Management Group
N/A—636,098-636,098-100%$156.6M———
Price T Rowe Associates Inc
N/A—628,703-628,703-100%$154.8M———
California State Teachers Retirement System
N/A—626,279-626,279-100%$154.2M———
Janney Montgomery Scott LLC
N/A—618,232-618,232-100%$152.2M———
Arrowstreet Capital, Limited Partnership
N/A—568,616-568,616-100%$140.0M———
Acadian Asset Management LLC
N/A—568,157-568,157-100%$139.9M———
Crawford Investment Counsel Inc
N/A—563,647-563,647-100%$138.8M———
Tidal Investments LLC
N/A—520,182-520,182-100%$128.1M———
Silvercrest Asset Management Group LLC
N/A—506,183-506,183-100%$124.6M———
1832 Asset Management L.P.
N/A—496,307-496,307-100%$122.2M———
Davis Selected Advisers
N/A—496,066-496,066-100%$122.1M———
Alliancebernstein L.P.
N/A—493,739-493,739-100%$102.7M———
New York State Common Retirement Fund
N/A—450,151-450,151-100%$110.8M———
Glenmede Trust Co NA
N/A—445,449-445,449-100%$109.7M———
Royal London Asset Management LTD
N/A—440,590-440,590-100%$108.5M———
Fiduciary Management Inc
N/A—427,245-427,245-100%$105.2M———
Marshall Wace, LLP
N/A—424,644-424,644-100%$104.6M———
Zacks Investment Management
N/A—400,742-400,742-100%$98.7M———
Balyasny Asset Management L.P.
N/A—392,261-392,261-100%$96.6M———
Junto Capital Management LP
N/A—389,982-389,982-100%$96.0M———
Stifel Financial Corp
N/A—389,592-389,592-100%$95.9M———
Baird Financial Group, Inc.
N/A—383,471-383,471-100%$94.4M———
FIL Ltd
N/A—377,428-377,428-100%$92.9M———
&partners
N/A—376,961-376,961-100%$92.9M———
SEI Investments Co
N/A—375,555-375,555-100%$92.5M———
Wellington Management Group LLP
N/A—372,962-372,962-100%$91.8M———
Nissay Asset Management Corp N
N/A—364,575-364,575-100%$89.8M———
Aviva PLC
N/A—351,452-351,452-100%$86.5M———
Quantinno Capital Management LP
N/A—339,718-339,718-100%$83.6M———
Holocene Advisors, LP
N/A—331,333-331,333-100%$81.6M———
Captrust Financial Advisors
N/A—323,224-323,224-100%$79.6M———
SG Americas Securities, LLC
N/A—322,881-322,881-100%$79.5M———
American Century Companies Inc
N/A—321,577-321,577-100%$79.2M———
State Board of Administration of Florida Retirement System
N/A—321,169-321,169-100%$79.1M———
Danske Bank A/S
N/A—304,228-304,228-100%$74.9M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—302,777-302,777-100%$74.4M———
Walleye Capital LLC
N/A—297,470-297,470-100%$73.2M———
Canada Life Assurance Co
N/A—294,263-294,263-100%$72.3M———
Cerity Partners LLC
N/A—291,239-291,239-100%$71.7M———
Manufacturers Life Insurance Company, the
N/A—280,552-280,552-100%$69.1M———
Osaic Holdings, Inc.
N/A—279,306-279,306-100%$68.8M———
APG Asset Management N.V.
N/A—277,872-277,872-100%$59.8M———
Life Cycle Investment Partners Ltd
N/A—267,807-267,807-100%$65.9M———
HRT Financial LP
N/A—263,005-263,005-100%$64.8M———
Whittier Trust Co
N/A—260,344-260,344-100%$65.9M———
Natixis Advisors, LLC
N/A—259,265-259,265-100%$63.8M———
Groupama Asset Managment
N/A—249,458-249,458-100%$61.5M———
Cetera Investment Advisers
N/A—246,565-246,565-100%$60.7M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—244,739-244,739-100%$60.3M———
Rockefeller Capital Management L.P.
N/A—240,258-240,258-100%$59.2M———
Ensign Peak Advisors, Inc
N/A—237,741-237,741-100%$58.5M———
HighTower Advisors, LLC
N/A—229,612-229,612-100%$56.5M———
Mitsubishi UFJ Trust & Banking Corp
N/A—229,484-229,484-100%$56.5M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—227,906-227,906-100%$56.1M———
State of Wisconsin Investment Board
N/A—214,828-214,828-100%$52.9M———
IEQ Capital, LLC
N/A—208,652-208,652-100%$51.4M———
Mercer Global Advisors Inc
N/A—205,421-205,421-100%$50.6M———
Alyeska Investment Group, L.P.
N/A—204,498-204,498-100%$50.4M———
Chevy Chase Trust Holdings, LLC
N/A—201,948-201,948-100%$49.7M———
Vanguard Investments Australia, Ltd.
N/A—200,807-200,807-100%$49.4M———
Berkshire Asset Management LLC
N/A—199,715-199,715-100%$49.2M———
Credit Agricole S A
N/A—199,344-199,344-100%$49.1M———
Interval Partners, LP
N/A—199,022-199,022-100%$49.0M———
Susquehanna International Group, LLP
N/A—198,055-198,055-100%$48.8M———
BNP Paribas Asset Management Holding S.A.
N/A—196,010-196,010-100%$48.3M———
Trillium Asset Management, LLC
N/A—194,700-194,700-100%$47.9M———
Tredje Ap-fonden
N/A—193,167-193,167-100%$47.6M———
Prudential Financial Inc
N/A—192,749-192,749-100%$47.5M———
Peapack Gladstone Financial Corp
N/A—190,638-190,638-100%$46.9M———
Allianz Asset Management GmbH
N/A—189,256-189,256-100%$46.6M———
Macquarie Group LTD
N/A—187,606-187,606-100%$46.2M———
Kayne Anderson Rudnick Investment Management LLC
N/A—186,499-186,499-100%$45.9M———
Gabelli Funds LLC
N/A—182,750-182,750-100%$45.0M———
Cullen Capital Management, LLC
N/A—181,298-181,298-100%$44.6M———
Hancock Whitney Corp
N/A—178,259-178,259-100%$43.9M———
O'shaughnessy Asset Management, LLC
N/A—174,618-174,618-100%$43.0M———
Treasurer of the State of North Carolina
N/A—171,052-171,052-100%$42.1M———
TD Asset Management Inc
N/A—169,882-169,882-100%$41.8M———
Clark Capital Management Group, Inc.
N/A—168,840-168,840-100%$41.6M———
M&T Bank Corp
N/A—165,929-165,929-100%$40.9M———
LOS Angeles Capital Management LLC
N/A—164,657-164,657-100%$40.5M———
Korea Investment Corp
N/A—159,683-159,683-100%$39.3M———
Jones Financial Companies Lllp
N/A—158,558-158,558-100%$38.9M———
KLP Kapitalforvaltning AS
N/A—157,647-157,647-100%$38.8M———
Mediolanum International Funds Ltd
N/A—156,355-156,355-100%$38.6M———
Public Employees Retirement System of Ohio
N/A—155,040-155,040-100%$38.2M———
MML Investors Services, LLC
N/A—154,962-154,962-100%$38.2M———
Handelsbanken Fonder AB
N/A—152,665-152,665-100%$37.6K———
Nomura Asset Management Co LTD
N/A—147,271-147,271-100%$36.3M———
Ruffer LLP
N/A—145,485-145,485-100%$35.8M———
National Bank of Canada
N/A—144,856-144,856-100%$35.7M———
Tiaa Wealth Investment Management LLC
N/A—139,977-139,977-100%$34.5M———
State of Tennessee, Department of Treasury
N/A—138,131-138,131-100%$34.0M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—137,016-137,016-100%$33.7M———
Toronto Dominion Bank
N/A—135,901-135,901-100%$33.5M———
Caisse de Depot ET Placement DU Quebec
N/A—135,572-135,572-100%$33.4M———
Vinva Investment Management Ltd
N/A—128,341-128,341-100%$31.7M———
Teacher Retirement System of Texas
N/A—128,244-128,244-100%$31.6M———
Bank of Nova Scotia
N/A—128,210-128,210-100%$31.6M———
Aptus Capital Advisors, LLC
N/A—127,106-127,106-100%$31.3M———
Gamco Investors, Inc. ET AL
N/A—125,901-125,901-100%$31.0M———
Jupiter Asset Management LTD
N/A—124,218-124,218-100%$30.6M———
Sanctuary Advisors, LLC
N/A—122,019-122,019-100%$30.0M———
Avalon Trust Co
N/A—121,779-121,779-100%$30.0M———
Resona Asset Management Co.,Ltd.
N/A—121,262-121,262-100%$29.9M———
Employees Provident Fund Board
N/A—120,500-120,500-100%$29.7M———
Verition Fund Management LLC
N/A—119,963-119,963-100%$29.5M———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—119,549-119,549-100%$29.4M———
Rafferty Asset Management, LLC
N/A—116,979-116,979-100%$28.8M———
Public Sector Pension Investment Board
N/A—114,666-114,666-100%$28.2M———
Arax Advisory Partners
N/A—114,053-114,053-100%$28.1M———
Whittier Trust Co of Nevada Inc
N/A—111,761-111,761-100%$28.4M———
Tudor Investment Corp ET AL
N/A—111,000-111,000-100%$27.3M———
Man Group plc
N/A—110,452-110,452-100%$27.2M———
Hudson Bay Capital Management LP
N/A—109,372-109,372-100%$26.9M———
Capitolis Liquid Global Markets LLC
N/A—107,770-107,770-100%$26.5M———
Brown Advisory Inc
N/A—104,876-104,876-100%$25.8M———
Johnson Investment Counsel Inc
N/A—99,505-99,505-100%$24.5M———
Lansforsakringar Fondforvaltning AB (publ)
N/A—99,369-99,369-100%$24.5M———
Zurich Insurance Group Ltd
N/A—96,831-96,831-100%$23.8M———
DnB Asset Management AS
N/A—92,597-92,597-100%$22.8M———
MetLife Investment Management, LLC
N/A—91,869-91,869-100%$22.6M———
NFJ Investment Group, LLC
N/A—89,957-89,957-100%$22.1M———
Woodline Partners LP
N/A—87,672-87,672-100%$21.6M———
Huntington National Bank
N/A—87,129-87,129-100%$21.5M———
Adage Capital Partners GP, L.L.C.
N/A—86,368-86,368-100%$21.3M———
Covington Investment Advisors Inc.
N/A—85,081-85,081-100%$20.9M———
Storebrand Asset Management AS
N/A—84,630-84,630-100%$20.8M———
Varma Mutual Pension Insurance Co
N/A—84,034-84,034-100%$20.7M———
Bridgewater Associates, LP
N/A—82,490-82,490-100%$20.3M———
Pathstone Holdings, LLC
N/A—82,009-82,009-100%$20.2M———
QRG Capital Management, Inc.
N/A—81,704-81,704-100%$20.1M———
River Road Asset Management, LLC
N/A—80,848-80,848-100%$19.9M———
Stephens Inc
N/A—80,622-80,622-100%$20.2M———
Guggenheim Capital LLC
N/A—78,329-78,329-100%$19.3M———
NewEdge Advisors, LLC
N/A—74,358-74,358-100%$18.3M———
Lighthouse Investment Partners, LLC
N/A—71,854-71,854-100%$17.7M———
Estabrook Capital Management
N/A—70,676-70,676-100%$17.4M———
Segall Bryant & Hamill, LLC
N/A—67,327-67,327-100%$16.6M———
Bogart Wealth, LLC
N/A—66,623-66,623-100%$16.4M———
Strategic Wealth Partners, Ltd.
N/A—66,276-66,276-100%$16.3M———
Delta Global Management LP
N/A—65,621-65,621-100%$16.2M———
USS Investment Management Ltd
N/A—65,119-65,119-100%$16.0M———
Azimuth Capital Investment Management LLC
N/A—63,769-63,769-100%$15.7M———
Vanguard Personalized Indexing Management, LLC
N/A—61,675-61,675-100%$15.2M———
Utah Retirement Systems
N/A—60,971-60,971-100%$15.0M———
British Columbia Investment Management Corp
N/A—60,299-60,299-100%$14.8M———
Private Advisor Group, LLC
N/A—60,084-60,084-100%$14.8M———
Police & Firemen's Retirement System of New Jersey
N/A—60,009-60,009-100%$14.8M———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—59,786-59,786-100%$14.7M———
Wealthfront Advisers LLC
N/A—59,599-59,599-100%$14.7M———
M. Kulyk & Associates, LLC
N/A—59,384-59,384-100%$14.6M———
Omers Administration Corp
N/A—57,577-57,577-100%$14.2M———
Andra Ap-fonden
N/A—57,199-57,199-100%$14.1M———
Basswood Capital Management, L.L.C.
N/A—56,169-56,169-100%$13.8M———
Blair William & Co
N/A—55,938-55,938-100%$13.8M———
Waverly Advisors, LLC
N/A—53,415-53,415-100%$13.2M———
Lowe Brockenbrough & Co Inc
N/A—53,191-53,191-100%$13.1M———
Artisan Partners Limited Partnership
N/A—52,890-52,890-100%$13.0M———
Sirios Capital Management L P
N/A—52,489-52,489-100%$12.9M———
Emerald Investment Advisers, LLC
N/A—49,479-49,479-100%$12.2M———
Public Employees Retirement Association of Colorado
N/A—49,260-49,260-100%$12.1M———
Orion Porfolio Solutions, LLC
N/A—49,106-49,106-100%$12.1M———
Pallas Capital Advisors LLC
N/A—48,356-48,356-100%$11.9M———
Commerce Bank
N/A—48,309-48,309-100%$11.9M———
Northwestern Mutual Wealth Management Co
N/A—48,117-48,117-100%$11.8M———
RiverFront Investment Group, LLC
N/A—47,472-47,472-100%$11.7M———
Nordea Investment Management AB
N/A—46,405-46,405-100%$11.5M———
First Manhattan Co. Llc.
N/A—46,041-46,041-100%$11.3M———
Prudential PLC
N/A—45,019-45,019-100%$11.1M———
Cresset Asset Management, LLC
N/A—44,994-44,994-100%$11.1M———
Zevin Asset Management LLC
N/A—43,658-43,658-100%$10.7M———
MAI Capital Management
N/A—43,267-43,267-100%$10.7M———
Stratos Wealth Partners, Ltd.
N/A—43,134-43,134-100%$10.6M———
Focus Partners Advisor Solutions, LLC
N/A—42,534-42,534-100%$10.5M———
Van Eck Associates Corp
N/A—41,619-41,619-100%$10.2M———
Loomis Sayles & Co L P
N/A—40,368-40,368-100%$9.9M———
Canada Post Corp Registered Pension Plan
N/A—39,705-39,705-100%$9.8M———
Manning & Napier Advisors LLC
N/A—38,944-38,944-100%$9.6M———
Snowden Capital Advisors LLC
N/A—38,803-38,803-100%$9.6M———
FourThought Financial Partners, LLC
N/A—38,487-38,487-100%$9.5M———
Two Sigma Investments, LP
N/A—38,258-38,258-100%$9.4M———
Allstate Corp
N/A—37,876-37,876-100%$9.3M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—37,861-37,861-100%$9.3M———
Stock Yards Bank & Trust Co
N/A—37,596-37,596-100%$9.3M———
Vestmark Advisory Solutions, Inc.
N/A—37,523-37,523-100%$9.2M———
Heartland Advisors Inc
N/A—37,357-37,357-100%$9.2M———
Empowered Funds, LLC
N/A—36,885-36,885-100%$9.1M———
Hantz Financial Services, Inc.
N/A—36,294-36,294-100%$8.9M———
Socorro Asset Management LP
N/A—36,137-36,137-100%$8.9M———
Roehl & Yi Investment Advisors, LLC
N/A—35,669-35,669-100%$477.3K———
Polar Asset Management Partners Inc.
N/A—34,102-34,102-100%$8.4M———
Independent Advisor Alliance
N/A—33,116-33,116-100%$8.2M———
South Dakota Investment Council
N/A—32,889-32,889-100%$8.1M———
Siemens Fonds Invest GmbH
N/A—32,029-32,029-100%$7.9M———
Mizuho Securities USA LLC
N/A—31,438-31,438-100%$7.7M———
Bessemer Group Inc
N/A—31,363-31,363-100%$7.7M———
Teachers Retirement System of the State of Kentucky
N/A—31,075-31,075-100%$7.7M———
Benjamin Edwards Inc
N/A—30,363-30,363-100%$7.5M———
Vident Advisory, LLC
N/A—30,177-30,177-100%$7.4M———
Dean Investment Associates, LLC
N/A—30,148-30,148-100%$7.4M———
Pacer Advisors, Inc.
N/A—30,096-30,096-100%$7.4M———
Curi Capital, LLC
N/A—30,046-30,046-100%$7.4M———
Lombard Odier Asset Management (Switzerland) SA
N/A—30,028-30,028-100%$7.4M———
NewEdge Wealth, LLC
N/A—29,669-29,669-100%$7.3M———
Engineers Gate Manager LP
N/A—29,464-29,464-100%$7.3M———
Horizon Investments, LLC
N/A—29,226-29,226-100%$7.1M———
Nomura Holdings Inc
N/A—29,003-29,003-100%$7.1M———
Logan Capital Management Inc
N/A—28,196-28,196-100%$6.9M———
Saudi Central Bank
N/A—28,140-28,140-100%$6.9M———
Equitable Holdings, Inc.
N/A—28,125-28,125-100%$6.9M———
Brown Brothers Harriman & Co
N/A—27,248-27,248-100%$6.7M———
Capital Group Private Client Services, Inc.
N/A—26,550-26,550-100%$6.5M———
Federation des caisses Desjardins du Quebec
N/A—26,475-26,475-100%$6.5M———
Beacon Pointe Advisors, LLC
N/A—25,810-25,810-100%$6.4M———
Investment Management Corp of Ontario
N/A—25,626-25,626-100%$6.3M———
Elk River Wealth Management LLC
N/A—25,249-25,249-100%$6.2M———
Advisors Capital Management, LLC
N/A—24,805-24,805-100%$6.1M———
Sequoia Financial Advisors, LLC
N/A—24,717-24,717-100%$6.1M———
Intech Investment Management LLC
N/A—24,594-24,594-100%$6.1M———
Kentucky Retirement Systems
N/A—24,581-24,581-100%$6.1M———
Norinchukin Bank, The
N/A—24,559-24,559-100%$6.0M———
Resources Management Corp
N/A—24,096-24,096-100%$5.9M———
Smithfield Trust Co
N/A—24,027-24,027-100%$5.9M———
Wealth Advisors of Tampa Bay, LLC
N/A—23,845-23,845-100%$5.9M———
Harvest Portfolios Group Inc.
N/A—23,358-23,358-100%$5.8M———
Haverford Trust Co
N/A—22,937-22,937-100%$5.6M———
Laird Norton Wetherby Trust Company, LLC
N/A—22,706-22,706-100%$5.6M———
Icon Wealth Advisors, LLC
N/A—22,427-22,427-100%$5.5M———
Squarepoint Ops LLC
N/A—22,288-22,288-100%$5.5M———
Integrated Wealth Concepts LLC
N/A—22,140-22,140-100%$5.5M———
New England Asset Management Inc
N/A—22,089-22,089-100%$5.4M———
Campbell & Co Investment Adviser LLC
N/A—22,075-22,075-100%$5.4M———
Motco
N/A—22,006-22,006-100%$5.4M———
Scotia Capital Inc.
N/A—21,814-21,814-100%$5.4M———
Heritage Trust Co
N/A—21,279-21,279-100%$5.2M———
Daiichi Life Insurance Co., Ltd.
N/A—21,263-21,263-100%$5.2M———
Global Retirement Partners, LLC
N/A—21,048-21,048-100%$5.2M———
Arkadios Wealth Advisors
N/A—20,763-20,763-100%$5.1M———
Bleakley Financial Group, LLC
N/A—20,378-20,378-100%$5.0M———
BNP Paribas
N/A—20,345-20,345-100%$5.0M———
Kingsview Wealth Management, LLC
N/A—20,241-20,241-100%$5.0M———
D. E. Shaw & Co., Inc.
N/A—20,070-20,070-100%$4.9M———
RBF Capital, LLC
N/A—20,000-20,000-100%$4.9M———
Envestnet Portfolio Solutions, Inc.
N/A—19,955-19,955-100%$4.9M———
Westwood Holdings Group Inc
N/A—19,838-19,838-100%$4.9M———
Caprock Group, LLC
N/A—19,681-19,681-100%$4.8M———
AE Wealth Management LLC
N/A—19,543-19,543-100%$4.8M———
Walleye Trading LLC
N/A—19,458-19,458-100%$4.8M———
Ameritas Investment Partners, Inc.
N/A—18,916-18,916-100%$4.7M———
Erste Asset Management GmbH
N/A—18,892-18,892-100%$4.7M———
United Capital Financial Advisors, LLC
N/A—18,337-18,337-100%$4.5M———
Steward Partners Investment Advisory, LLC
N/A—18,291-18,291-100%$4.5M———
Atlantic Union Bankshares Corp
N/A—18,016-18,016-100%$4.4M———
Pinnacle Financial Partners, Inc.
N/A—17,947-17,947-100%$4.4M———
Ilmarinen Mutual Pension Insurance Co
N/A—17,275-17,275-100%$4.3M———
EP Wealth Advisors, LLC
N/A—17,159-17,159-100%$4.2M———
Summit Trail Advisors, LLC
N/A—17,080-17,080-100%$4.2M———
Alberta Investment Management Corp
N/A—17,000-17,000-100%$4.2M———
Metis Global Partners, LLC
N/A—16,371-16,371-100%$4.0M———
Legacy Financial Advisors, Inc.
N/A—16,248-16,248-100%$4.0M———
PDT Partners, LLC
N/A—16,075-16,075-100%$4.0M———
Mufg Securities Emea plc
N/A—15,717-15,717-100%$3.9M———
Worldquant Millennium Advisors LLC
N/A—15,607-15,607-100%$3.8M———
Tradewinds, Llc.
N/A—15,168-15,168-100%$782.2K———
F/m Investments LLC
N/A—15,031-15,031-100%$3.7M———
CIBC World Market Inc.
N/A—14,970-14,970-100%$3.7M———
Tower Bridge Advisors
N/A—14,825-14,825-100%$3.7M———
Walsky Investment Management, Inc.
N/A—14,389-14,389-100%$3.5M———
Osmosis Investment Management UK Ltd
N/A—14,373-14,373-100%$3.5M———
River Wealth Advisors LLC
N/A—14,352-14,352-100%$3.5M———
Gotham Asset Management, LLC
N/A—14,289-14,289-100%$3.5M———
Banque Cantonale Vaudoise
N/A—14,205-14,205-100%$3.5M———
Empirical Finance, LLC
N/A—14,112-14,112-100%$3.5M———
Flputnam Investment Management Co
N/A—14,031-14,031-100%$3.5M———
Dodge & COX
N/A—13,960-13,960-100%$3.4M———
Pinebridge Investments LLC
N/A—13,867-13,867-100%$3.4M———
BFC Planning, Inc.
N/A—13,855-13,855-100%$3.4M———
Rothschild Investment LLC
N/A—13,788-13,788-100%$3.4M———
Stance Capital LLC
N/A—13,742-13,742-100%$3.4M———
Vista Investment Management
N/A—13,721-13,721-100%$3.4M———
Callan Family Office, LLC
N/A—13,478-13,478-100%$3.3M———
Mufg Securities Americas Inc.
N/A—13,279-13,279-100%$3.3M———
Rodgers Brothers Inc.
N/A—12,992-12,992-100%$3.2M———
Parallax Volatility Advisers, L.P.
N/A—12,957-12,957-100%$3.2M———
Cape COD Five Cents Savings Bank
N/A—12,883-12,883-100%$3.2M———
Northwestern Mutual Investment Management Company, LLC
N/A—12,874-12,874-100%$3.2M———
Smartleaf Asset Management LLC
N/A—12,701-12,701-100%$3.1M———
Miller Investment Management, LP
N/A—12,580-12,580-100%$3.1M———
Meeder Advisory Services, Inc.
N/A—12,512-12,512-100%$3.1M———
MidFirst Bank
N/A—12,261-12,261-100%$3.0M———
Capital International, Inc.
N/A—12,168-12,168-100%$3.0M———
Summit Financial, LLC
N/A—11,798-11,798-100%$2.9M———
SWP Investment Management LLC
N/A—11,767-11,767-100%$2.9M———
Thoroughbred Financial Services, LLC
N/A—11,718-11,718-100%$2.9M———
Schulhoff & Co Inc
N/A—11,634-11,634-100%$2.9M———
Coldstream Capital Management Inc
N/A—11,317-11,317-100%$2.8M———
Denver Wealth Management, Inc.
N/A—11,118-11,118-100%$2.7M———
Advisory Services Network, LLC
N/A—11,036-11,036-100%$2.7M———
Nalls Sherbakoff Group, LLC
N/A—11,026-11,026-100%$2.7M———
Commerzbank Aktiengesellschaft
N/A—11,010-11,010-100%$2.7M———
Cary Street Partners Financial LLC
N/A—10,970-10,970-100%$2.7M———
Wealth Alliance, LLC
N/A—10,958-10,958-100%$2.7M———
Harbour Investments, Inc.
N/A—10,942-10,942-100%$2.7M———
Evolve Private Wealth, LLC
N/A—10,936-10,936-100%$2.7M———
Ethos Financial Group, LLC
N/A—10,834-10,834-100%$2.7M———
Employees Retirement System of Texas
N/A—10,789-10,789-100%$2.7M———
Aspen Wealth Strategies, LLC
N/A—10,773-10,773-100%$2.7M———
Webster Bank, N. A.
N/A—10,698-10,698-100%$2.6M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—10,666-10,666-100%$2.6M———
Harbor Advisors LLC
N/A—10,444-10,444-100%$2.6M———
Sivia Capital Partners, LLC
N/A—10,276-10,276-100%$2.5M———
Essex Financial Services, Inc.
N/A—10,211-10,211-100%$2.5M———
Bartlett & Co. Wealth Management LLC
N/A—10,204-10,204-100%$2.5M———
Kentucky Retirement Systems Insurance Trust Fund
N/A—10,201-10,201-100%$2.5M———
Harvest Investment Advisors, LLC
N/A—10,097-10,097-100%$2.5M———
Fidelis Capital Partners, LLC
N/A—10,075-10,075-100%$2.5M———
Impax Asset Management Group plc
N/A—9,754-9,754-100%$2.4M———
Donaldson Capital Management, LLC
N/A—9,691-9,691-100%$2.4M———
Bull Harbor Capital LLC
N/A—9,566-9,566-100%$2.4M———
Quantitative Investment Management, LLC
N/A—9,545-9,545-100%$2.4M———
IAM Advisory, LLC
N/A—9,231-9,231-100%$2.3M———
Ancora Advisors LLCA
N/A—9,065-9,065-100%$2.2M———
AlTi Global, Inc.
N/A—8,963-8,963-100%$2.2M———
NorthRock Partners, LLC
N/A—8,926-8,926-100%$2.2M———
Choate Investment Advisors
N/A—8,703-8,703-100%$2.1M———
Weik Capital Management
N/A—8,650-8,650-100%$2.1M———
Meiji Yasuda Asset Management Co Ltd.
N/A—8,589-8,589-100%$2.1M———
Fiduciary Trust Co
N/A—8,505-8,505-100%$2.1M———
Advisors Asset Management, Inc.
N/A—8,464-8,464-100%$2.1M———
Westpac Banking Corp
N/A—8,380-8,380-100%$2.1M———
Vestcor Inc
N/A—8,220-8,220-100%$2.0M———
Transamerica Financial Advisors, LLC
N/A—8,155-8,155-100%$2.0M———
Ballentine Partners, LLC
N/A—8,129-8,129-100%$2.0M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—8,082-8,082-100%$2.0M———
Argent Trust Co
N/A—7,916-7,916-100%$1.9M———
Evercore Wealth Management, LLC
N/A—7,860-7,860-100%$1.9M———
Perspective Wealth Advisors LLC
N/A—7,785-7,785-100%$1.9M———
SCS Capital Management LLC
N/A—7,744-7,744-100%$1.9M———
Catalyst Funds Management Pty Ltd
N/A—7,650-7,650-100%$1.9M———
Great Valley Advisor Group, Inc.
N/A—7,625-7,625-100%$1.9M———
Private Wealth Asset Management, LLC
N/A—7,582-7,582-100%$1.9M———
IFG Advisory, LLC
N/A—7,573-7,573-100%$1.9M———
First National Bank & Trust Co of Newtown
N/A—7,550-7,550-100%$1.9M———
Wealth Management Strategies, Inc.
N/A—7,324-7,324-100%$1.8M———
WealthTrust Axiom LLC
N/A—7,285-7,285-100%$1.8M———
Principal Securities, Inc.
N/A—7,093-7,093-100%$1.7M———
Ally Financial Inc.
N/A—7,000-7,000-100%$1.7M———
Freestone Grove Partners LP
N/A—6,984-6,984-100%$1.7M———
Canal Capital Management, LLC
N/A—6,942-6,942-100%$1.7M———
Centaurus Financial, Inc.
N/A—6,928-6,928-100%$1.7M———
ABN Amro Bank N.V.
N/A—6,923-6,923-100%$1.7M———
Potomac Fund Management Inc
N/A—6,802-6,802-100%$1.7M———
TCW Group Inc
N/A—6,791-6,791-100%$1.7M———
World Investment Advisors
N/A—6,653-6,653-100%$1.4M———
Wealthspire Advisors, LLC
N/A—6,640-6,640-100%$1.6M———
CSS LLC
N/A—6,550-6,550-100%$1.6M———
Waddell & Associates, LLC
N/A—6,470-6,470-100%$1.6M———
Storgate, LLC
N/A—6,270-6,270-100%$1.5M———
OneDigital Investment Advisors LLC
N/A—6,269-6,269-100%$1.5M———
Gladstone Institutional Advisory LLC
N/A—6,235-6,235-100%$1.5M———
17 Capital Partners, LLC
N/A—6,143-6,143-100%$1.5M———
Transcend Capital Advisors, LLC
N/A—6,065-6,065-100%$1.5M———
Drucker Wealth 3.0, LLC
N/A—5,981-5,981-100%$1.5M———
Frec Markets, Inc.
N/A—5,929-5,929-100%$1.5M———
Advyzon Investment Management, LLC
N/A—5,919-5,919-100%$1.5M———
PFG Investments, LLC
N/A—5,916-5,916-100%$1.5M———
Banco Santander, S.A.
N/A—5,904-5,904-100%$1.5M———
Qtron Investments LLC
N/A—5,873-5,873-100%$1.4M———
Texas Capital Bank Wealth Management Services Inc
N/A—5,778-5,778-100%$1.4M———
CNB Bank
N/A—5,670-5,670-100%$1.4M———
Severin Investments, LLC
N/A—5,621-5,621-100%$1.4M———
Ameritas Advisory Services, LLC
N/A—5,606-5,606-100%$1.4M———
Hamilton Capital Partners Inc.
N/A—5,597-5,597-100%$1.4M———
Faithward Advisors, LLC
N/A—5,570-5,570-100%$1.4M———
Atlas Wealth LLC
N/A—5,563-5,563-100%$1.4M———
Bradley Foster & Sargent Inc
N/A—5,522-5,522-100%$1.4M———
Phillips Wealth Planners LLC
N/A—5,522-5,522-100%$1.4M———
Pure Financial Advisors, LLC
N/A—5,522-5,522-100%$1.4M———
Strategic Investment Advisors / MI
N/A—5,493-5,493-100%$1.4M———
Schonfeld Strategic Advisors LLC
N/A—5,481-5,481-100%$1.3M———
Dorsey & Whitney Trust Co LLC
N/A—5,439-5,439-100%$1.3M———
Jaffetilchin Investment Partners, LLC
N/A—5,406-5,406-100%$1.3M———
Integrated Quantitative Investments LLC
N/A—5,232-5,232-100%$1.3M———
Main Street Financial Solutions, LLC
N/A—5,224-5,224-100%$1.3M———
Tower Research Capital LLC (TRC)
N/A—5,196-5,196-100%$1.3M———
Modern Wealth Management, LLC
N/A—5,095-5,095-100%$1.3M———
Oversea-Chinese Banking Corp Ltd
N/A—5,086-5,086-100%$1.3M———
Sun Financial Inc
N/A—5,080-5,080-100%$1.3M———
Keebeck Wealth Management
N/A—5,005-5,005-100%$1.2M———
South Plains Financial, Inc.
N/A—4,962-4,962-100%$1.2M———
Chesapeake Asset Management LLC
N/A—4,959-4,959-100%$1.2M———
MainStreet Investment Advisors LLC
N/A—4,929-4,929-100%$1.2M———
Pine Valley Investments Ltd Liability Co
N/A—4,912-4,912-100%$1.2M———
Syon Capital LLC
N/A—4,905-4,905-100%$1.2M———
Field & Main Bank
N/A—4,890-4,890-100%$1.2M———
Baader Bank Aktiengesellschaft
N/A—4,881-4,881-100%$1.2M———
Orleans Capital Management Corp
N/A—4,845-4,845-100%$1.2M———
Longfellow Investment Management Co LLC
N/A—4,817-4,817-100%$1.2M———
Checchi Capital Advisers, LLC
N/A—4,659-4,659-100%$1.1M———
LRI Investments, LLC
N/A—4,653-4,653-100%$1.1M———
Systematic Financial Management LP
N/A—4,600-4,600-100%$1.1M———
White Pine Capital LLC
N/A—4,556-4,556-100%$1.1M———
Beck Mack & Oliver LLC
N/A—4,509-4,509-100%$1.1M———
Colonial Trust Advisors
N/A—4,465-4,465-100%$1.1M———
Belpointe Asset Management LLC
N/A—4,389-4,389-100%$1.1M———
Quent Capital, LLC
N/A—4,367-4,367-100%$1.1M———
Baltimore-Washington Financial Advisors, Inc.
N/A—4,357-4,357-100%$1.1M———
Chilton Investment Co Inc.
N/A—4,316-4,316-100%$1.1M———
Savvy Advisors, Inc.
N/A—4,291-4,291-100%$1.1M———
Townsquare Capital LLC
N/A—4,268-4,268-100%$1.1M———
S&T Bank
N/A—4,259-4,259-100%$1.0M———
AssuredPartners Investment Advisors, LLC
N/A—4,239-4,239-100%$1.0M———
Denali Advisors LLC
N/A—4,200-4,200-100%$1.0M———
Caxton Associates LLP
N/A—4,198-4,198-100%$1.0M———
Fort Sheridan Advisors LLC
N/A—4,176-4,176-100%$1.0M———
Annis Gardner Whiting Capital Advisors, LLC
N/A—4,175-4,175-100%$1.0M———
Waterloo Capital, L.P.
N/A—4,019-4,019-100%$989.6K———
Penserra Capital Management LLC
N/A—3,973-3,973-100%$969.0K———
1248 Management, LLC
N/A—3,941-3,941-100%$970.4K———
Northwest Bancshares, Inc.
N/A—3,940-3,940-100%$970.1K———
Spinnaker Trust
N/A—3,902-3,902-100%$960.8K———
Van Hulzen Asset Management, LLC
N/A—3,894-3,894-100%$958.9K———
North Dallas Bank & Trust Co
N/A—3,865-3,865-100%$951.6K———
Aurdan Capital Management, LLC
N/A—3,841-3,841-100%$945.7K———
Kera Capital Partners, Inc.
N/A—3,831-3,831-100%$943.3K———
One Capital Management, LLC
N/A—3,804-3,804-100%$791.6K———
Sumitomo Life Insurance Co
N/A—3,786-3,786-100%$932.2K———
AustralianSuper Pty Ltd
N/A—3,770-3,770-100%$928.2K———
Prosperity Consulting Group, LLC
N/A—3,761-3,761-100%$926.1K———
Cape ANN Savings Bank
N/A—3,666-3,666-100%$902.6K———
Calton & Associates, Inc.
N/A—3,611-3,611-100%$889.1K———
Basecamp Wealth Advisors LLC
N/A—3,590-3,590-100%$883.9K———
Dakota Wealth Management
N/A—3,551-3,551-100%$874.4K———
BSW Wealth Partners
N/A—3,542-3,542-100%$872.0K———
IHT Wealth Management, LLC
N/A—3,524-3,524-100%$867.6K———
SBI Okasan Asset Management Co.Ltd.
N/A—3,500-3,500-100%$863.6K———
Jackson Thornton Wealth Management, LLC
N/A—3,467-3,467-100%$853.6K———
Affinity Investment Advisors, LLC
N/A—3,441-3,441-100%$847.2K———
Carr Financial Group Corp
N/A—3,421-3,421-100%$842.3K———
Sound View Wealth Advisors Group, LLC
N/A—3,410-3,410-100%$839.6K———
Intrust Bank NA
N/A—3,404-3,404-100%$838.1K———
EntryPoint Capital, LLC
N/A—3,403-3,403-100%$837.9K———
Becker Capital Management Inc
N/A—3,377-3,377-100%$831.5K———
Novak & Powell Financial Services, Inc.
N/A—3,364-3,364-100%$828.3K———
First Commonwealth Financial Corp
N/A—3,363-3,363-100%$828.0K———
Composition Wealth, LLC
N/A—3,359-3,359-100%$827.0K———
Stevens Capital Management LP
N/A—3,357-3,357-100%$827.0K———
AXQ Capital, LP
N/A—3,347-3,347-100%$824.1K———
Twin Capital Management Inc
N/A—3,321-3,321-100%$817.7K———
Lbmc Investment Advisors, LLC
N/A—3,302-3,302-100%$813.1K———
Drive Wealth Management, LLC
N/A—3,298-3,298-100%$812.0K———
Alethea Capital Management, LLC
N/A—3,254-3,254-100%$801.2K———
Panagora Asset Management Inc
N/A—3,247-3,247-100%$799.5K———
Trexquant Investment LP
N/A—3,242-3,242-100%$798.2K———
Colonial Trust Co / SC
N/A—3,226-3,226-100%$794.3K———
Millstone Evans Group, LLC
N/A—3,218-3,218-100%$792.3K———
Affinity Wealth Management LLC
N/A—3,215-3,215-100%$791.6K———
Gilbert & Cook, Inc.
N/A—3,146-3,146-100%$774.6K———
Liberty Square Wealth Partners LLC
N/A—3,131-3,131-100%$770.9K———
Cambient Family Office, LLC
N/A—3,059-3,059-100%$753.2K———
Smith, Moore & Co.
N/A—3,051-3,051-100%$751.2K———
Leavell Investment Management, Inc.
N/A—3,047-3,047-100%$750.1K———
NorthCoast Asset Management LLC
N/A—3,042-3,042-100%$749.2K———
BlackDiamond Wealth Management, LLC
N/A—3,021-3,021-100%$760.5K———
Vanguard National Trust Co
N/A—3,020-3,020-100%$743.6K———
Aristotle Atlantic Partners, LLC
N/A—3,000-3,000-100%$738.7K———
Everpar Advisors LLC
N/A—2,988-2,988-100%$735.8K———
GeoWealth Management, LLC
N/A—2,967-2,967-100%$730.5K———
Rothschild Wealth LLC
N/A—2,921-2,921-100%$719.2K———
one8zero8, LLC
N/A—2,879-2,879-100%$708.9K———
Aquatic Capital Management LLC
N/A—2,868-2,868-100%$706.2K———
Ausdal Financial Partners, Inc.
N/A—2,845-2,845-100%$700.6K———
Hilltop Holdings Inc.
N/A—2,812-2,812-100%$692.4K———
Yukon Wealth Management, Inc.
N/A—2,803-2,803-100%$690.2K———
S&CO Inc
N/A—2,800-2,800-100%$689.0K———
MOR Wealth Management, LLC
N/A—2,795-2,795-100%$688.2K———
Connors Investor Services Inc
N/A—2,772-2,772-100%$682.5K———
Boston Family Office LLC
N/A—2,755-2,755-100%$678.0K———
Cinctive Capital Management LP
N/A—2,733-2,733-100%$672.9K———
Quotient Wealth Partners, LLC
N/A—2,698-2,698-100%$664.3K———
Ellevest, Inc.
N/A—2,690-2,690-100%$660.7K———
Rogco, LP
N/A—2,689-2,689-100%$662.1K———
Keystone Financial Group
N/A—2,659-2,659-100%$654.7K———
Wharton Business Group, LLC
N/A—2,656-2,656-100%$654.0K———
ST Germain D J Co Inc
N/A—2,626-2,626-100%$646.6K———
CreativeOne Wealth, LLC
N/A—2,594-2,594-100%$638.7K———
Panoramic Investment Advisors, LLC
N/A—2,572-2,572-100%$633.3K———
Insigneo Advisory Services, LLC
N/A—2,558-2,558-100%$629.9K———
Delta Asset Management LLC
N/A—2,545-2,545-100%$626.6K———
Francis Financial, Inc.
N/A—2,535-2,535-100%$624.2K———
Quattro Advisors LLC
N/A—2,515-2,515-100%$619.3K———
West Family Investments, Inc.
N/A—2,489-2,489-100%$612.8K———
Lakeridge Wealth Management LLC
N/A—2,471-2,471-100%$608.4K———
OneAscent Financial Services LLC
N/A—2,458-2,458-100%$605.3K———
Florida Financial Advisors, LLC
N/A—2,455-2,455-100%$604.9K———
Pgim Custom Harvest LLC
N/A—2,427-2,427-100%$597.7K———
Aventura Private Wealth, LLC
N/A—2,401-2,401-100%$591.2K———
EWA, LLC
N/A—2,344-2,344-100%$577.2K———
Wick Capital Partners, LLC
N/A—2,344-2,344-100%$577.2K———
Meridian Wealth Advisors, LLC
N/A—2,341-2,341-100%$576.5K———
Geneos Wealth Management Inc.
N/A—2,340-2,340-100%$576.2K———
Caerus Investment Advisors, LLC
N/A—2,337-2,337-100%$575.4K———
Wills Financial Group LLC
N/A—2,330-2,330-100%$573.6K———
Park Place Capital Corp
N/A—2,310-2,310-100%$568.8K———
HM Payson & Co
N/A—2,306-2,306-100%$567.8K———
Optimize Financial Inc.
N/A—2,303-2,303-100%$567.0K———
Sound Capital Solutions LLC
N/A—2,303-2,303-100%$567.0K———
Sompo Asset Management Co., Ltd.
N/A—2,300-2,300-100%$566.3K———
Z3 Capital Partners, LLC
N/A—2,295-2,295-100%$565.1K———
L2 Asset Management, LLC
N/A—2,284-2,284-100%$562.4K———
Knightsbridge Asset Management, LLC
N/A—2,248-2,248-100%$553.5K———
Spirepoint Private Client, LLC
N/A—2,229-2,229-100%$548.8K———
Storen Legacy Partners, LLC
N/A—2,223-2,223-100%$547.4K———
Polymer Capital Management (US) LLC
N/A—2,194-2,194-100%$540.2K———
RNC Capital Management LLC
N/A—2,173-2,173-100%$535.0K———
Vantus Wealth LLC
N/A—2,172-2,172-100%$534.8K———
Shelton Capital Management
N/A—2,170-2,170-100%$534.3K———
Moneta Group Investment Advisors LLC
N/A—2,168-2,168-100%$533.9K———
SIG Brokerage, LP
N/A—2,148-2,148-100%$528.9K———
US Asset Management LLC
N/A—2,143-2,143-100%$527.6K———
Whalerock Point Partners, LLC
N/A—2,129-2,129-100%$524.2K———
Wayfinding Financial, LLC
N/A—2,122-2,122-100%$522.0K———
Ponta Wealth Partners, LLC
N/A—2,116-2,116-100%$521.0K———
Guardian Wealth Advisors, LLC / NC
N/A—2,115-2,115-100%$520.8K———
Freestone Capital Holdings, LLC
N/A—2,091-2,091-100%$515.0K———
Boston Partners
N/A—2,089-2,089-100%$514.3K———
Cary Street Partners Investment Advisory LLC
N/A—2,089-2,089-100%$514.4K———
Truepoint, Inc.
N/A—2,087-2,087-100%$514.0K———
Cardiff Park Advisors, LLC
N/A—2,065-2,065-100%$508.4K———
Mutual Advisors, LLC
N/A—2,032-2,032-100%$500.2K———
Capstone Investment Advisors, LLC
N/A—2,032-2,032-100%$500.3K———
DF Dent & Co Inc
N/A—2,007-2,007-100%$494.2K———
Argent Advisors, Inc.
N/A—1,994-1,994-100%$491.0K———
Cambria Investment Management, L.P.
N/A—1,988-1,988-100%$489.5K———
Novare Capital Management LLC
N/A—1,974-1,974-100%$486.1K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—1,945-1,945-100%$478.9K———
Pasadena Private Wealth, LLC
N/A—1,934-1,934-100%$476.2K———
Nicolet Bankshares Inc
N/A—1,921-1,921-100%$486.4K———
Heritage Wealth Advisors
N/A—1,916-1,916-100%$471.8K———
Red Wave Investments LLC
N/A—1,906-1,906-100%$469.3K———
Lcnb Corp
N/A—1,905-1,905-100%$469.0K———
Tocqueville Asset Management L.P.
N/A—1,900-1,900-100%$467.8K———
West Michigan Advisors, LLC
N/A—1,888-1,888-100%$464.9K———
Circle Wealth Management, LLC
N/A—1,881-1,881-100%$463.1K———
Palisades Hudson Asset Management, L.P.
N/A—1,872-1,872-100%$459.0K———
Twin Lakes Capital Management, LLC
N/A—1,866-1,866-100%$459.5K———
Wescott Financial Advisory Group, LLC
N/A—1,803-1,803-100%$444.1K———
Bridgewater Advisors Inc.
N/A—1,801-1,801-100%$437.8K———
Edgestream Partners, L.P.
N/A—1,799-1,799-100%$443.0K———
Cvfg LLC
N/A—1,794-1,794-100%$441.7K———
Trinity Legacy Partners, LLC
N/A—1,793-1,793-100%$457.6K———
Landing Point Financial Group, LLC
N/A—1,791-1,791-100%$441.0K———
Atlantic Family Wealth, LLC
N/A—1,790-1,790-100%$440.7K———
CI Investments Inc.
N/A—1,777-1,777-100%$437.5K———
Kintra Wealth, LLC
N/A—1,770-1,770-100%$451.7K———
Groupe la Francaise
N/A—1,769-1,769-100%$435.6K———
Chesapeake Wealth Management
N/A—1,767-1,767-100%$435.1K———
Pine Harbor Wealth Management, LLC
N/A—1,741-1,741-100%$428.8K———
Foundations Investment Advisors, LLC
N/A—1,725-1,725-100%$424.7K———
American Trust
N/A—1,721-1,721-100%$423.7K———
Miramar Capital, LLC
N/A—1,713-1,713-100%$421.8K———
McMillan Office, Inc.
N/A—1,707-1,707-100%$420.3K———
Roble, Belko & Company, Inc
N/A—1,702-1,702-100%$419.0K———
Morton Community Bank
N/A—1,701-1,701-100%$418.8K———
Easterly Investment Partners LLC
N/A—1,700-1,700-100%$418.6K———
Almitas Capital LLC
N/A—1,700-1,700-100%$418.6K———
Cheviot Value Management, LLC
N/A—1,675-1,675-100%$412.4K———
Gateway Wealth Partners, LLC
N/A—1,673-1,673-100%$412.0K———
Bontempo Ohly Capital Mgmt LLC
N/A—1,673-1,673-100%$411.9K———
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A—1,670-1,670-100%$411.2K———
Frazier Financial Advisors, LLC
N/A—1,664-1,664-100%$409.7K———
SouthState Bank Corp
N/A—1,636-1,636-100%$402.8K———
SlateStone Wealth, LLC
N/A—1,631-1,631-100%$402.0K———
Stonebrook Private Inc.
N/A—1,624-1,624-100%$399.9K———
BHK Investment Advisors, LLC
N/A—1,618-1,618-100%$398.4K———
Boothbay Fund Management, LLC
N/A—1,609-1,609-100%$396.2K———
Baldwin Investment Management, LLC
N/A—1,603-1,603-100%$394.7K———
Capital & Planning, LLC
N/A—1,600-1,600-100%$394.0K———
PCB Capital LLC
N/A—1,594-1,594-100%$392.2K———
Chancellor Financial Group WB LP
N/A—1,581-1,581-100%$389.3K———
Conservest Capital Advisors, Inc.
N/A—1,569-1,569-100%$386.3K———
Numerai GP LLC
N/A—1,567-1,567-100%$385.8K———
Ostrum Asset Management
N/A—1,566-1,566-100%$385.6K———
Cannell & Spears LLC
N/A—1,552-1,552-100%$382.1K———
Thomasville National Bank
N/A—1,546-1,546-100%$380.7K———
Defiance ETFs, LLC
N/A—1,543-1,543-100%$388.3K———
German American Bancorp, Inc.
N/A—1,530-1,530-100%$376.7K———
Family Manage LLC
N/A—1,529-1,529-100%$376.5K———
Proficio Capital Partners LLC
N/A—1,519-1,519-100%$373.9K———
E Fund Management Co., Ltd.
N/A—1,514-1,514-100%$372.8K———
Range Advisory, LLC
N/A—1,507-1,507-100%$370.9K———
Bluebird Wealth Management LLC
N/A—1,505-1,505-100%$370.6K———
Fiduciary Group, LLC
N/A—1,494-1,494-100%$367.9K———
Westmount Partners, LLC
N/A—1,486-1,486-100%$366.0K———
Western Wealth Management, LLC
N/A—1,483-1,483-100%$365.2K———
Berkeley Capital Partners, LLC
N/A—1,461-1,461-100%$359.7K———
CVA Family Office, LLC
N/A—1,443-1,443-100%$355.4K———
Aegis Wealth Management LLC
N/A—1,442-1,442-100%$355.0K———
Stokes Family Office, LLC
N/A—1,432-1,432-100%$352.6K———
Bragg Financial Advisors, Inc
N/A—1,424-1,424-100%$350.6K———
Pincus Capital Management, LP
N/A—1,400-1,400-100%$344.7K———
Tower Wealth Partners, Inc.
N/A—1,396-1,396-100%$343.7K———
Odyssean, LLC
N/A—1,391-1,391-100%$342.5K———
Wealth Management Associates, Inc.
N/A—1,390-1,390-100%$342.2K———
Peak6 LLC
N/A—1,389-1,389-100%$342.0K———
Optas, LLC
N/A—1,388-1,388-100%$341.8K———
Fukoku Mutual Life Insurance Co
N/A—1,376-1,376-100%$338.8K———
Foster & Motley Inc
N/A—1,374-1,374-100%$338.0K———
TRB Wealth Management, LLC
N/A—1,370-1,370-100%$337.3K———
Ossiam
N/A—1,368-1,368-100%$336.8K———
Bridges Investment Management Inc
N/A—1,360-1,360-100%$334.9K———
Inceptionr LLC
N/A—1,357-1,357-100%$334.1K———
Morningstar Investment Management LLC
N/A—1,350-1,350-100%$280.9K———
Kahn Brothers Group Inc
N/A—1,342-1,342-100%$330.4K———
Figure 8 Investment Strategies LLC
N/A—1,339-1,339-100%$329.7K———
Blalock Williams, LLC
N/A—1,316-1,316-100%$324.0K———
Rehmann Capital Advisory Group
N/A—1,314-1,314-100%$323.6K———
1ST Source Bank
N/A—1,304-1,304-100%$321.1K———
Qsemble Capital Management, LP
N/A—1,300-1,300-100%$320.1K———
iSAM Funds (UK) Ltd
N/A—1,300-1,300-100%$320.1K———
Bluespring Wealth Management, LLC
N/A—1,285-1,285-100%$316.4K———
Capital Analysts, LLC
N/A—1,279-1,279-100%$315.0K———
Meridian Wealth Partners, LLC
N/A—1,278-1,278-100%$314.7K———
Allianz SE
N/A—1,270-1,270-100%$312.7K———
Avenir Corp
N/A—1,266-1,266-100%$311.7K———
Wrapmanager Inc
N/A—1,253-1,253-100%$308.5K———
Aimz Investment Advisors, LLC
N/A—1,250-1,250-100%$307.8K———
Flatrock Wealth Partners LLC
N/A—1,250-1,250-100%$307.7K———
Wealthquest Corp
N/A—1,230-1,230-100%$302.9K———
Bowen Hanes & Co Inc
N/A—1,228-1,228-100%$255.5K———
OneAscent Family Office, LLC
N/A—1,222-1,222-100%$300.9K———
Sharp Wealth Advisory, LLC
N/A—1,219-1,219-100%$300.1K———
ING Groep NV
N/A—1,202-1,202-100%$296.0K———
Farmers National Bank
N/A—1,200-1,200-100%$295.5K———
Balanced Wealth Group LLC
N/A—1,194-1,194-100%$293.9K———
Core Wealth Advisors, Inc.
N/A—1,194-1,194-100%$294.0K———
RWA Wealth Partners, LLC
N/A—1,186-1,186-100%$292.0K———
C M Bidwell & Associates LTD
N/A—1,182-1,182-100%$291.0K———
Brave Asset Management Inc
N/A—1,178-1,178-100%$290.0K———
Davis R M Inc
N/A—1,175-1,175-100%$289.3K———
Alteri Wealth LLC
N/A—1,171-1,171-100%$288.3K———
Constant Guidance Financial LLC
N/A—1,170-1,170-100%$288.1K———
Front Row Advisors LLC
N/A—1,170-1,170-100%$297.4K———
Keel Point, LLC
N/A—1,166-1,166-100%$287.1K———
Meadowbrook Advisors Group, LLC
N/A—1,163-1,163-100%$286.4K———
Atlanta Consulting Group Advisors, LLC
N/A—1,159-1,159-100%$285.4K———
Founders Financial Alliance, LLC
N/A—1,149-1,149-100%$282.9K———
Virtus Advisers, LLC
N/A—1,146-1,146-100%$282.2K———
Perennial Investment Advisors, LLC
N/A—1,134-1,134-100%$279.4K———
Hexagon Capital Partners LLC
N/A—1,134-1,134-100%$279.2K———
Crews Bank & Trust
N/A—1,132-1,132-100%$278.7K———
Maridea Wealth Management LLC
N/A—1,128-1,128-100%$277.8K———
RD Lewis Holdings, Inc.
N/A—1,124-1,124-100%$283.3K———
Fielder Capital Group LLC
N/A—1,123-1,123-100%$276.5K———
Marble Wealth, LLC
N/A—1,116-1,116-100%$274.8K———
Ironwood Investment Counsel, LLC
N/A—1,115-1,115-100%$274.5K———
LaSalle St. Investment Advisors, LLC
N/A—1,113-1,113-100%$273.9K———
Compton Financial Group, LLC
N/A—1,108-1,108-100%$272.7K———
Johnson Financial Group, Inc.
N/A—1,093-1,093-100%$269.1K———
Cyber Hornet ETFs LLC
N/A—1,093-1,093-100%$269.1K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1,089-1,089-100%$268.2K———
Caldwell Sutter Capital, Inc.
N/A—1,084-1,084-100%$266.9K———
Windward Private Wealth Management Inc.
N/A—1,080-1,080-100%$265.9K———
Snowwater Investment Partners, LLC
N/A—1,077-1,077-100%$265.2K———
Empower Advisory Group, LLC
N/A—1,076-1,076-100%$264.9K———
Stratos Wealth Advisors, LLC
N/A—1,070-1,070-100%$263.6K———
Kovack Advisors, Inc.
N/A—1,055-1,055-100%$263.7K———
Measured Wealth Private Client Group, LLC
N/A—1,052-1,052-100%$259.0K———
Mitchell Mcleod Pugh & Williams Inc
N/A—1,044-1,044-100%$257.1K———
VestGen Investment Management
N/A—1,042-1,042-100%$256.6K———
Macro Advisors, Inc.
N/A—1,039-1,039-100%$255.8K———
FAS Wealth Partners, Inc.
N/A—1,036-1,036-100%$255.0K———
Caitlin John, LLC
N/A—1,027-1,027-100%$252.8K———
Red Door Wealth Management, LLC
N/A—1,021-1,021-100%$251.4K———
SageView Advisory Group, LLC
N/A—1,001-1,001-100%$246.4K———
Southeast Asset Advisors, LLC
N/A—1,000-1,000-100%$246.2K———
PAR Capital Management Inc
N/A—1,000-1,000-100%$246.2K———
Independent Family Office, LLC
N/A—1,000-1,000-100%$246.2K———
Advisory Alpha, LLC
N/A—999-999-100%$246.1K———
Planning Alternatives LTD
N/A—984-984-100%$242.3K———
Retirement Income Solutions, Inc
N/A—975-975-100%$202.9K———
Summit Wealth Partners, LLC
N/A—973-973-100%$239.6K———
Prasad Wealth Partners, LLC
N/A—969-969-100%$238.5K———
Navellier & Associates Inc
N/A—958-958-100%$235.9K———
USA Financial Formulas
N/A—953-953-100%$234.6K———
Select Asset Management & Trust
N/A—950-950-100%$234.0K———
JT Stratford LLC
N/A—944-944-100%$232.4K———
Goepper Burkhardt LLC
N/A—943-943-100%$232.2K———
Holistic Financial Partners
N/A—940-940-100%$231.4K———
Legacy Capital Group California, Inc.
N/A—937-937-100%$230.7K———
Aspire Growth Partners LLC
N/A—935-935-100%$230.3K———
Summitry LLC
N/A—928-928-100%$228.5K———
Walter & Keenan Wealth Management LLC
N/A—924-924-100%$227.5K———
Evernest Financial Advisors, LLC
N/A—923-923-100%$227.3K———
Unconventional Investor, LLC
N/A—919-919-100%$226.3K———
Trivium Point Advisory, LLC
N/A—901-901-100%$221.8K———
Yarger Wealth Strategies, LLC
N/A—891-891-100%$224.4K———
Biondo Investment Advisors, LLC
N/A—891-891-100%$219.4K———
First Foundation Advisors
N/A—889-889-100%$218.9K———
Capital Investment Management, Inc.
N/A—882-882-100%$217.3K———
Ameriflex Group, Inc.
N/A—875-875-100%$215.5K———
WealthShield Partners, LLC
N/A—874-874-100%$215.2K———
GTS Securities LLC
N/A—872-872-100%$214.7K———
Glen Eagle Advisors, LLC
N/A—864-864-100%$212.7K———
LM Advisors LLC
N/A—862-862-100%$212.0K———
Destination Wealth Management
N/A—854-854-100%$210.3K———
Sfmg, LLC
N/A—851-851-100%$209.5K———
Bruce G. Allen Investments, LLC
N/A—844-844-100%$207.8K———
Sagewood Asset Management LP
N/A—842-842-100%$207.3K———
Resolute Wealth Strategies, LLC
N/A—838-838-100%$206.3K———
Xcelsior Advisor Partners LLC
N/A—829-829-100%$204.1K———
UP Strategic Wealth Investment Advisors LLC
N/A—828-828-100%$211.4K———
PCM Encore, LLC
N/A—824-824-100%$202.8K———
Tobias Financial Advisors, Inc.
N/A—824-824-100%$202.9K———
Second Half Financial Partners, LLC
N/A—822-822-100%$202.4K———
Stratos Investment Management, LLC
N/A—821-821-100%$202.1K———
Fairview Capital Investment Management, LLC
N/A—817-817-100%$201.2K———
Kapstone Financial Advisors LLC
N/A—816-816-100%$200.9K———
Khazanah Nasional Berhad
N/A—815-815-100%$200.7K———
NI Acquisitions Company, LLC
N/A—747-747-100%$189.7K———
Cohen & Steers, Inc.
N/A—700-700-100%$172.0K———
Crewe Advisors LLC
N/A—595-595-100%$146.5K———
Beaird Harris Wealth Management, LLC
N/A—585-585-100%$144.0K———
Keating Financial Advisory Services, Inc.
N/A—585-585-100%$144.0K———
Truvestments Capital LLC
N/A—571-571-100%$140.6K———
Core Alternative Capital
N/A—564-564-100%$138.9K———
Greykasell Wealth Strategies, Inc.
N/A—527-527-100%$129.8K———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—510-510-100%$125.6K———
Prosperity Bancshares Inc
N/A—509-509-100%$125.3K———
Basepoint Wealth LLC
N/A—504-504-100%$124.0K———
EFG International AG
N/A—503-503-100%$124.0K———
Hollencrest Capital Management
N/A—489-489-100%$120.4K———
SOA Wealth Advisors, Llc.
N/A—462-462-100%$113.8K———
Osterweis Capital Management Inc
N/A—449-449-100%$110.6K———
Silvant Capital Management LLC
N/A—447-447-100%$110.1K———
SHP Wealth Management
N/A—444-444-100%$109.3K———
Riverview Trust Co
N/A—436-436-100%$107.4K———
Ritter Daniher Financial Advisory LLC / de
N/A—428-428-100%$105.4K———
Bravera Wealth
N/A—409-409-100%$100.7K———
Fiduciary Financial Advisors
N/A—389-389-100%$94.5K———
HHM Wealth Advisors, LLC
N/A—388-388-100%$95.5K———
Prestige Wealth Management Group LLC
N/A—380-380-100%$93.6K———
Continuum Advisory, LLC
N/A—367-367-100%$90.4K———
Wellington-Altus USA Inc.
N/A—338-338-100%$70.3K———
VSM Wealth Advisory, LLC
N/A—335-335-100%$82.5K———
Tiaa Trust, National Association
N/A—327-327-100%$80.5K———
Allied Private Wealth LLC
N/A—324-324-100%$79.9K———
Cbiz Investment Advisory Services, LLC
N/A—298-298-100%$62.0K———
Rialto Wealth Management, LLC
N/A—288-288-100%$70.9K———
Banque Transatlantique SA
N/A—280-280-100%$68.9K———
Nova Wealth Management, Inc.
N/A—272-272-100%$67.0K———
GW&K Investment Management, LLC
N/A—260-260-100%$64.0K———
PIN OAK Investment Advisors Inc
N/A—234-234-100%$58.0K———
Anchor Investment Management, LLC
N/A—227-227-100%$55.9K———
Evelyn Partners Group Ltd
N/A—220-220-100%$54.2K———
Boreal Capital Management LLC
N/A—211-211-100%$52.0K———
JPL Wealth Management, LLC
N/A—209-209-100%$51.5K———
Westfuller Advisors, LLC
N/A—207-207-100%$50.9K———
Jackson, Grant Investment Advisers, Inc.
N/A—190-190-100%$46.8K———
Meramec Financial Planners, LLC
N/A—171-171-100%$42.7K———
Dunhill Financial, LLC
N/A—150-150-100%$37.1K———
Sittner & Nelson, LLC
N/A—150-150-100%$36.9K———
Kemnay Advisory Services Inc.
N/A—150-150-100%$36.9K———
Financial Life Planners
N/A—148-148-100%$36.5K———
Capula Management Ltd
N/A—141-141-100%$34.7K———
Synergy Investment Management, LLC
N/A—138-138-100%$34.3K———
Financial Gravity Companies, Inc.
N/A—137-137-100%$33.7K———
E Fund Management (Hong Kong) Co., Ltd.
N/A—136-136-100%$33.5K———
Dogwood Wealth Management LLC
N/A—132-132-100%$32.5K———
Fourth Dimension Wealth, LLC
N/A—129-129-100%$31.9K———
Sachetta, LLC
N/A—113-113-100%$27.8K———
Richard W. Paul & Associates, LLC
N/A—110-110-100%$27.1K———
Highland Investment Advisors LLC
N/A—108-108-100%$26.6K———
Ogorek Anthony Joseph
N/A—102-102-100%$25.0K———
Medallion Wealth Advisors, LLC
N/A—100-100-100%$24.6K———
Kilter Group LLC
N/A—81-81-100%$19.9K———
Marshall Investment Management, LLC
N/A—79-79-100%$19.5K———
Meeder Asset Management Inc
N/A—79-79-100%$19.5K———
Raffa Wealth Management, LLC
N/A—77-77-100%$19.0K———
BOK Financial Private Wealth, Inc.
N/A—72-72-100%$17.7K———
Migdal Insurance & Financial Holdings Ltd.
N/A—71-71-100%$17.5K———
KEB Asset Management, LLC
N/A—71-71-100%$17.5K———
Steigerwald, Gordon & Koch Inc.
N/A—66-66-100%$16.3K———
Morse Asset Management, Inc
N/A—60-60-100%$14.8K———
TD Capital Management LLC
N/A—59-59-100%$14.5K———
Cetera Trust Company, N.a
N/A—59-59-100%$14.5K———
Osbon Capital Management LLC
N/A—49-49-100%$12.1K———
LGT Financial Advisors LLC
N/A—40-40-100%$9.9K———
Tidemark, LLC
N/A—37-37-100%$9.1K———
Imprint Wealth LLC
N/A—34-34-100%$8.4K———
IMA Advisory Services, Inc.
N/A—32-32-100%$7.9K———
Strategic Investment Solutions, Inc.
N/A—31-31-100%$7.6K———
Bard Associates Inc
N/A—30-30-100%$7.4K———
N.E.W. Advisory Services LLC
N/A—28-28-100%$6.9K———
Mcguire Capital Advisors Inc
N/A—26-26-100%$6.4K———
HFM Investment Advisors, LLC
N/A—20-20-100%$4.9K———
Cornerstone Financial Management LLC
N/A—20-20-100%$4.9K———
Burnham & Co LLC
N/A—20-20-100%$4.9K———
PlanVest Financial, Inc
N/A—19-19-100%$4.7K———
1015 Capital Partners, LLC
N/A—19-19-100%$4.7K———
FWL Investment Management, LLC
N/A—11-11-100%$2.7K———
Purpose Unlimited Inc.
N/A—10-10-100%$2.5K———
Mpwm Advisory Solutions, LLC
N/A—7-7-100%$1.7K———
Three Bearings Fiduciary Advisors, Inc.
N/A—5-5-100%$1.2K———
1 North Wealth Services LLC
N/A—4-4-100%$985———
Seneschal Advisors, LLC
N/A—4-4-100%$985———
Cordant, Inc.
N/A—4-4-100%$926———
Operose Advisors LLC
N/A—2-2-100%$492———
Quarry LP
N/A—2-2-100%$492———
Investors Portfolio Services LLC
N/A—2-2-100%$492———
Strive Financial Group,LLC
N/A—1-1-100%$246———
Delta Accumulation, LLC
N/A—1-1-100%$246———
Ross\johnson & Associates LLC
N/A—1-1-100%$246———
Darwin Wealth Management, LLC
N/A—00—$4———
Showing 2114 of 2114 institutions