IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Palantir Technologies Inc (PLTR)

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
Shares56,111,466 from 55,334,968
Change+776,498 (+1%)
Value$10.5B (+$4.0B)
Filed 2026-11-06
Amundi
DECREASED
Shares14,428,163 from 17,623,053
Change-3,194,890 (-18%)
Value$2.7B (+$642.7M)
Filed 2026-11-06
Bank of New York Mellon Corp
DECREASED
Shares12,022,092 from 12,306,756
Change-284,664 (-2%)
Value$2.2B (+$812.9M)
Filed 2026-11-05
Deutsche Bank Ag\
INCREASED
Shares10,718,894 from 10,257,866
Change+461,028 (+4%)
Value$2.0B (+$808.2M)
Filed 2026-11-06
Barclays PLC
DECREASED
Shares6,595,691 from 6,901,049
Change-305,358 (-4%)
Value$1.2B (+$428.6M)
Filed 2026-11-06
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares6,266,090 from 6,884,136
Change-618,046 (-9%)
Value$1.2B (+$368.9M)
Filed 2026-10-29
Daiwa Securities Group Inc.
DECREASED
Shares6,231,077 from 7,340,143
Change-1,109,066 (-15%)
Value$1.2B (+$309.1M)
Filed 2026-10-29
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares6,044,092 from 5,698,278
Change+345,814 (+6%)
Value$1.1B (+$465.7M)
Filed 2026-11-05
LPL Financial LLC
INCREASED
Shares5,367,172 from 5,004,376
Change+362,796 (+7%)
Value$1.0B (+$420.1M)
Filed 2026-11-06
Citigroup Inc
DECREASED
Shares4,259,127 from 5,937,309
Change-1,678,182 (-28%)
Value$796.7M (+$104.0M)
Filed 2026-11-04
Swedbank AB
INCREASED
Shares4,156,710 from 4,076,893
Change+79,817 (+2%)
Value$777.5M (+$301.9M)
Filed 2026-10-27
Dimensional Fund Advisors LP
INCREASED
Shares4,004,584 from 3,960,053
Change+44,531 (+1%)
Value$749.1M (+$287.0M)
Filed 2026-11-04
Principal Financial Group Inc
INCREASED
Shares3,169,111 from 2,914,225
Change+254,886 (+9%)
Value$592.8M (+$252.8M)
Filed 2026-11-02
WT Asset Management Ltd
NEW
Shares3,108,267
Change+3,108,267
Value$581.4M
Filed 2026-10-28
ProShare Advisors LLC
INCREASED
Shares2,674,972 from 2,575,920
Change+99,052 (+4%)
Value$500.4M (+$199.8M)
Filed 2026-10-29
Neos Investment Management LLC
INCREASED
Shares1,970,573 from 1,755,494
Change+215,079 (+12%)
Value$368.6M (+$163.8M)
Filed 2026-11-04
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares1,834,044 from 1,577,606
Change+256,438 (+16%)
Value$343.1M (+$159.0M)
Filed 2026-11-03
Russell Investments Group, Ltd.
INCREASED
Shares1,815,471 from 1,689,873
Change+125,598 (+7%)
Value$339.6M (+$142.7M)
Filed 2026-11-06
Pictet Asset Management Holding SA
INCREASED
Shares1,769,858 from 1,722,612
Change+47,246 (+3%)
Value$331.1M (+$130.1M)
Filed 2026-11-03
New York State Teachers Retirement System
DECREASED
Shares1,705,166 from 1,764,687
Change-59,521 (-3%)
Value$319.0K (-$205.6M)
Filed 2026-10-22
Thrivent Financial for Lutherans
INCREASED
Shares1,584,106 from 1,546,089
Change+38,017 (+2%)
Value$296.3K (-$180.1M)
Filed 2026-11-05
Allen Holding Inc
UNCHANGED
Shares1,500,000 from 1,500,000
Change0 (0%)
Value$280.6M (+$105.6M)
Filed 2026-11-03
DekaBank Deutsche Girozentrale
INCREASED
Shares1,486,188 from 445,889
Change+1,040,299 (+233%)
Value$278.9K (+$213.9K)
Filed 2026-10-27
Pacific Heights Asset Management LLC
UNCHANGED
Shares1,425,000 from 1,425,000
Change0 (0%)
Value$266.5M (+$100.3M)
Filed 2026-11-03
Commonwealth Equity Services, LLC
DECREASED
Shares1,241,127 from 1,255,449
Change-14,322 (-1%)
Value$232.2M (+$85.7M)
Filed 2026-11-02
PFA Pension, Forsikringsaktieselskab
DECREASED
Shares1,227,434 from 1,301,018
Change-73,584 (-6%)
Value$229.6M (+$77.8M)
Filed 2026-11-06
Allen Operations LLC
UNCHANGED
Shares1,125,000 from 1,125,000
Change0 (0%)
Value$210.4M (+$79.2M)
Filed 2026-11-03
CIBC Asset Management Inc
INCREASED
Shares1,122,896 from 1,093,095
Change+29,801 (+3%)
Value$210.0M (+$82.5M)
Filed 2026-11-05
MacKenzie Financial Corp
INCREASED
Shares1,058,193 from 840,236
Change+217,957 (+26%)
Value$197.9M (+$99.9M)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares1,038,034 from 1,067,013
Change-28,979 (-3%)
Value$194.2K (-$124.3M)
Filed 2026-11-02
Asset Management One Co., Ltd.
INCREASED
Shares1,006,806 from 948,849
Change+57,957 (+6%)
Value$188.3M (+$77.6M)
Filed 2026-10-27
Bank Julius Baer & Co. Ltd, Zurich
INCREASED
Shares984,651 from 980,013
Change+4,638 (+0%)
Value$184.2M (+$70.1M)
Filed 2026-10-29
Cypress Point Wealth Management, LLC
DECREASED
Shares925,492 from 926,151
Change-659 (0%)
Value$173.1M (+$65.1M)
Filed 2026-11-03
State of Michigan Retirement System
DECREASED
Shares918,814 from 948,281
Change-29,467 (-3%)
Value$171.9M (+$61.2M)
Filed 2026-10-27
Unicom Systems, Inc.
UNCHANGED
Shares838,992 from 838,992
Change0 (0%)
Value$156.9M (+$59.0M)
Filed 2026-10-13
Creative Planning
INCREASED
Shares807,276 from 697,629
Change+109,647 (+16%)
Value$151.0M (+$69.6M)
Filed 2026-11-02
Assenagon Asset Management S.A.
DECREASED
Shares787,997 from 1,491,567
Change-703,570 (-47%)
Value$147.4M (-$26.6M)
Filed 2026-10-15
Strs Ohio
INCREASED
Shares759,552 from 641,402
Change+118,150 (+18%)
Value$142.1M (+$67.2M)
Filed 2026-10-30
Swiss Life Asset Management Ltd
DECREASED
Shares757,810 from 891,083
Change-133,273 (-15%)
Value$141.7M (+$37.8M)
Filed 2026-11-03
Allspring Global Investments Holdings, LLC
INCREASED
Shares748,895 from 187,897
Change+560,998 (+299%)
Value$142.3M (+$118.7M)
Filed 2026-11-04
Nykredit A/S
INCREASED
Shares717,357 from 717,073
Change+284 (+0%)
Value$134.2M (+$50.5M)
Filed 2026-11-06
State of New Jersey Common Pension Fund D
UNCHANGED
Shares704,071 from 704,071
Change0 (0%)
Value$131.7M (+$49.6M)
Filed 2026-11-05
Calamos Advisors LLC
INCREASED
Shares703,785 from 664,009
Change+39,776 (+6%)
Value$131.6M (+$54.2M)
Filed 2026-11-02
Retirement Systems of Alabama
INCREASED
Shares698,082 from 482,354
Change+215,728 (+45%)
Value$130.6M (+$74.3M)
Filed 2026-11-04
OFI Invest Asset Management
DECREASED
Shares681,474 from 1,430,204
Change-748,730 (-52%)
Value$112.4M (-$33.7M)
Filed 2026-11-06
Eurizon Capital SGR S.p.A.
INCREASED
Shares679,200 from 297,463
Change+381,737 (+128%)
Value$127.1M (+$92.5M)
Filed 2026-11-06
Virginia Retirement Systems ET Al
INCREASED
Shares669,184 from 666,784
Change+2,400 (+0%)
Value$125.2M (+$47.4M)
Filed 2026-10-28
Robeco Institutional Asset Management B.V.
INCREASED
Shares664,777 from 517,710
Change+147,067 (+28%)
Value$124.3M (+$63.9M)
Filed 2026-10-20
Czech National Bank
INCREASED
Shares661,050 from 653,550
Change+7,500 (+1%)
Value$123.6M (+$47.4M)
Filed 2026-10-13
Hyperion Asset Management Ltd
DECREASED
Shares647,697 from 1,111,480
Change-463,783 (-42%)
Value$121.2M (-$8.5M)
Filed 2026-10-20
Xponance LLC
INCREASED
Shares626,136 from 600,374
Change+25,762 (+4%)
Value$117.1M (+$47.1M)
Filed 2026-11-03
Arizona State Retirement System
INCREASED
Shares609,668 from 604,307
Change+5,361 (+1%)
Value$114.0M (+$43.5M)
Filed 2026-11-03
Rakuten Investment Management, Inc.
INCREASED
Shares604,767 from 546,398
Change+58,369 (+11%)
Value$113.1M (+$49.9M)
Filed 2026-10-30
Lido Advisors, LLC
INCREASED
Shares575,617 from 542,479
Change+33,138 (+6%)
Value$107.7M (+$44.4M)
Filed 2026-11-04
PNC Financial Services Group, Inc.
INCREASED
Shares569,996 from 532,403
Change+37,593 (+7%)
Value$106.6M (+$44.5M)
Filed 2026-11-06
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED
Shares534,468 from 569,173
Change-34,705 (-6%)
Value$100.0M (+$33.6M)
Filed 2026-10-15
ABN Amro Investment Solutions
INCREASED
Shares525,826 from 479,823
Change+46,003 (+10%)
Value$98.4M (+$42.4M)
Filed 2026-10-21
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares524,808 from 492,831
Change+31,977 (+6%)
Value$99.3M (+$40.1M)
Filed 2026-10-13
KBC Group NV
INCREASED
Shares512,188 from 504,413
Change+7,775 (+2%)
Value$95.8K (-$58.8M)
Filed 2026-10-22
US Bancorp \de\
INCREASED
Shares509,500 from 502,995
Change+6,505 (+1%)
Value$95.3M (+$36.6M)
Filed 2026-11-05
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED
Shares508,306 from 507,140
Change+1,166 (+0%)
Value$95.1M (+$35.9M)
Filed 2026-11-03
Congress Asset Management Co
DECREASED
Shares506,678 from 512,991
Change-6,313 (-1%)
Value$94.8M (+$34.9M)
Filed 2026-10-06
IFM Investors Pty Ltd
INCREASED
Shares505,187 from 488,245
Change+16,942 (+3%)
Value$94.5M (+$37.5M)
Filed 2026-10-14
Aegon Asset Management UK PLC
INCREASED
Shares504,092 from 211,038
Change+293,054 (+139%)
Value$94.3M (+$69.7M)
Filed 2026-11-04
Salem Investment Counselors Inc
DECREASED
Shares496,002 from 552,123
Change-56,121 (-10%)
Value$92.8M (+$28.4M)
Filed 2026-10-13
Gateway Investment Advisers LLC
INCREASED
Shares491,440 from 459,843
Change+31,597 (+7%)
Value$91.9M (+$38.3M)
Filed 2026-10-13
OpenArc Corporate Advisory, LLC
INCREASED
Shares490,733 from 470,245
Change+20,488 (+4%)
Value$91.8M (+$36.9M)
Filed 2026-10-21
Fifth Third Bancorp
INCREASED
Shares488,508 from 463,233
Change+25,275 (+5%)
Value$91.4M (+$37.3M)
Filed 2026-11-05
SBI Securities Co., Ltd.
DECREASED
Shares464,806 from 536,160
Change-71,354 (-13%)
Value$86.9M (+$24.4M)
Filed 2026-10-22
GF Fund Management Co. Ltd.
DECREASED
Shares459,228 from 464,085
Change-4,857 (-1%)
Value$85.9M (+$31.8M)
Filed 2026-10-26
Kestra Advisory Services, LLC
INCREASED
Shares444,724 from 376,163
Change+68,561 (+18%)
Value$83.2M (+$39.3M)
Filed 2026-11-02
Amalgamated Bank
DECREASED
Shares444,415 from 453,483
Change-9,068 (-2%)
Value$83.1K (-$52.8M)
Filed 2026-10-23
Atwood & Palmer Inc
DECREASED
Shares428,247 from 436,259
Change-8,012 (-2%)
Value$80.1M (+$29.2M)
Filed 2026-10-08
Sumitomo Mitsui DS Asset Management Company, Ltd
DECREASED
Shares424,052 from 426,114
Change-2,062 (0%)
Value$79.3M (+$29.6M)
Filed 2026-10-20
UniSuper Management Pty Ltd
INCREASED
Shares421,255 from 394,916
Change+26,339 (+7%)
Value$78.8M (+$32.7M)
Filed 2026-10-26
Nisa Investment Advisors, LLC
INCREASED
Shares412,572 from 409,379
Change+3,193 (+1%)
Value$77.2M (+$29.4M)
Filed 2026-10-20
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED
Shares412,372 from 417,348
Change-4,976 (-1%)
Value$77.2M (+$28.5M)
Filed 2026-10-19
Van Cleef Asset Management,Inc
DECREASED
Shares401,370 from 408,853
Change-7,483 (-2%)
Value$75.1M (+$27.4M)
Filed 2026-10-20
Assetmark, Inc
INCREASED
Shares386,704 from 370,580
Change+16,124 (+4%)
Value$72.3M (+$29.1M)
Filed 2026-10-21
Achmea Investment Management B.V.
INCREASED
Shares378,645 from 291,902
Change+86,743 (+30%)
Value$70.9M (+$36.8M)
Filed 2026-10-30
Global X Japan Co., Ltd.
DECREASED
Shares374,638 from 376,244
Change-1,606 (0%)
Value$70.1M (+$26.2M)
Filed 2026-10-21
New York Life Investment Management LLC
INCREASED
Shares365,072 from 320,224
Change+44,848 (+14%)
Value$68.3M (+$30.9M)
Filed 2026-11-04
TD Waterhouse Canada Inc.
INCREASED
Shares363,691 from 124,366
Change+239,325 (+192%)
Value$70.1M (+$54.4M)
Filed 2026-10-16
OP Asset Management Ltd
INCREASED
Shares329,444 from 246,160
Change+83,284 (+34%)
Value$61.6M (+$32.9M)
Filed 2026-11-05
Kestra Private Wealth Services, LLC
DECREASED
Shares325,662 from 333,196
Change-7,534 (-2%)
Value$60.9M (+$22.0M)
Filed 2026-11-06
Defender Capital, Llc.
INCREASED
Shares319,757 from 309,687
Change+10,070 (+3%)
Value$59.8M (+$23.7M)
Filed 2026-10-01
Concurrent Investment Advisors, LLC
INCREASED
Shares316,797 from 201,740
Change+115,057 (+57%)
Value$59.3M (+$35.7M)
Filed 2026-10-16
Aware Super Pty Ltd as trustee of Aware Super
UNCHANGED
Shares315,642 from 315,642
Change0 (0%)
Value$59.0M (+$22.2M)
Filed 2026-10-30
Exchange Traded Concepts, LLC
DECREASED
Shares315,352 from 344,836
Change-29,484 (-9%)
Value$59.0M (+$18.8M)
Filed 2026-10-28
Truist Financial Corp
DECREASED
Shares308,443 from 329,042
Change-20,599 (-6%)
Value$57.7M (+$19.3M)
Filed 2026-10-30
iA Global Asset Management Inc.
INCREASED
Shares295,005 from 291,050
Change+3,955 (+1%)
Value$55.2K (-$33.9M)
Filed 2026-10-29
Oregon Public Employees Retirement Fund
INCREASED
Shares282,872 from 282,263
Change+609 (+0%)
Value$52.9M (+$20.0M)
Filed 2026-10-30
Oppenheimer & Co Inc
INCREASED
Shares274,039 from 271,440
Change+2,599 (+1%)
Value$51.3M (+$19.6M)
Filed 2026-10-26
State of Alaska, Department of Revenue
DECREASED
Shares272,199 from 279,235
Change-7,036 (-3%)
Value$50.9K (-$32.5M)
Filed 2026-10-15
Sentinel Trust Co LBA
DECREASED
Shares271,741 from 276,741
Change-5,000 (-2%)
Value$50.8K (+$18.5K)
Filed 2026-11-03
Natixis
INCREASED
Shares268,690 from 59,500
Change+209,190 (+352%)
Value$50.3M (+$43.3M)
Filed 2026-11-06
Jefferies Financial Group Inc.
INCREASED
Shares268,188 from 267,696
Change+492 (+0%)
Value$50.2M (+$18.9M)
Filed 2026-11-05
Crossmark Global Holdings, Inc.
INCREASED
Shares265,373 from 256,921
Change+8,452 (+3%)
Value$49.6M (+$19.7M)
Filed 2026-10-21
Wedmont Private Capital
DECREASED
Shares260,132 from 263,251
Change-3,119 (-1%)
Value$51.7M (+$18.3M)
Filed 2026-10-09
Factory Mutual Insurance Co
INCREASED
Shares259,607 from 239,457
Change+20,150 (+8%)
Value$48.6M (+$20.6M)
Filed 2026-10-30
Allen Investment Management, LLC
INCREASED
Shares258,556 from 99,699
Change+158,857 (+159%)
Value$48.4M (+$36.7M)
Filed 2026-11-03
NLB Skladi, upravljanje premozenja, d.o.o.
UNCHANGED
Shares258,378 from 258,378
Change0 (0%)
Value$48.3M (+$18.2M)
Filed 2026-10-22
Louisiana State Employees Retirement System
DECREASED
Shares258,200 from 264,900
Change-6,700 (-3%)
Value$48.3M (+$17.4M)
Filed 2026-10-20
Chicago Capital, LLC
INCREASED
Shares247,210 from 190,991
Change+56,219 (+29%)
Value$46.2M (+$24.0M)
Filed 2026-10-13
Prospera Financial Services Inc
INCREASED
Shares238,042 from 193,072
Change+44,970 (+23%)
Value$43.8M (+$21.3M)
Filed 2026-11-04
Union Bancaire Privee, UBP SA
DECREASED
Shares237,723 from 240,260
Change-2,537 (-1%)
Value$37.5M (+$14.3M)
Filed 2026-11-04
United Capital Management of KS, Inc.
DECREASED
Shares237,607 from 237,935
Change-328 (0%)
Value$44.4M (+$16.7M)
Filed 2026-11-04
Mutual of America Capital Management LLC
DECREASED
Shares235,404 from 236,614
Change-1,210 (-1%)
Value$44.0M (+$16.4M)
Filed 2026-10-23
VestGen Advisors, LLC
INCREASED
Shares233,365 from 171,512
Change+61,853 (+36%)
Value$43.7M (+$23.6M)
Filed 2026-10-27
Meitav Investment House LTD
INCREASED
Shares231,505 from 209,597
Change+21,908 (+10%)
Value$43.3M (+$18.8M)
Filed 2026-10-28
Cardano Risk Management B.V.
DECREASED
Shares225,788 from 686,694
Change-460,906 (-67%)
Value$42.2K (-$37.9K)
Filed 2026-10-20
Mirae Asset Securities (USA) Inc.
DECREASED
Shares225,322 from 225,523
Change-201 (0%)
Value$42.1M (+$15.8M)
Filed 2026-10-15
Prime Capital Investment Advisors, LLC
DECREASED
Shares223,302 from 226,312
Change-3,010 (-1%)
Value$41.8M (+$15.4M)
Filed 2026-10-20
Ibex Wealth Advisors
INCREASED
Shares213,488 from 183,386
Change+30,102 (+16%)
Value$39.9M (+$18.5M)
Filed 2026-11-06
Yousif Capital Management, LLC
DECREASED
Shares211,910 from 214,070
Change-2,160 (-1%)
Value$39.6M (+$14.7M)
Filed 2026-10-22
Park Avenue Securities LLC
INCREASED
Shares206,094 from 188,877
Change+17,217 (+9%)
Value$38.6K (-$22.0M)
Filed 2026-10-26
McGuire Investment Group, LLC
DECREASED
Shares200,123 from 204,233
Change-4,110 (-2%)
Value$37.4M (+$13.6M)
Filed 2026-10-23
Privium Fund Management B.V.
UNCHANGED
Shares200,000 from 200,000
Change0 (0%)
Value$37.4M (+$14.1M)
Filed 2026-11-03
Parallel Advisors, LLC
DECREASED
Shares198,539 from 202,278
Change-3,739 (-2%)
Value$37.1M (+$13.5M)
Filed 2026-11-03
Sloy Dahl & Holst, LLC
INCREASED
Shares186,000 from 182,554
Change+3,446 (+2%)
Value$34.8M (+$13.5M)
Filed 2026-10-14
SteelPeak Wealth, LLC
INCREASED
Shares182,621 from 99,778
Change+82,843 (+83%)
Value$34.2M (+$22.5M)
Filed 2026-10-16
Hedeker Wealth, LLC
INCREASED
Shares182,077 from 170,510
Change+11,567 (+7%)
Value$34.1M (+$14.2M)
Filed 2026-10-23
B. Metzler seel. Sohn & Co. AG
INCREASED
Shares181,972 from 181,673
Change+299 (+0%)
Value$34.0M (+$12.8M)
Filed 2026-10-30
Profund Advisors LLC
DECREASED
Shares177,137 from 191,897
Change-14,760 (-8%)
Value$33.1M (+$10.7M)
Filed 2026-10-29
Independent Financial Group, LLC
DECREASED
Shares169,919 from 188,200
Change-18,281 (-10%)
Value$31.8M (+$9.8M)
Filed 2026-10-13
Gulf International Bank (UK) Ltd
UNCHANGED
Shares167,666 from 167,666
Change0 (0%)
Value$31.4K (-$19.5M)
Filed 2026-10-20
Carnegie Investment Counsel
INCREASED
Shares166,463 from 114,969
Change+51,494 (+45%)
Value$31.1M (+$17.7M)
Filed 2026-10-20
Farther Finance Advisors, LLC
INCREASED
Shares164,891 from 148,332
Change+16,559 (+11%)
Value$30.8M (+$13.5M)
Filed 2026-10-08
AlphaStar Capital Management, LLC
DECREASED
Shares162,410 from 182,091
Change-19,681 (-11%)
Value$30.4M (+$9.1M)
Filed 2026-10-16
Wedbush Securities Inc
DECREASED
Shares160,135 from 186,236
Change-26,101 (-14%)
Value$30.0K (-$21.7M)
Filed 2026-10-22
UMB Bank, n.a.
DECREASED
Shares156,821 from 161,284
Change-4,463 (-3%)
Value$29.3M (+$10.5M)
Filed 2026-11-06
Midwest Trust Co
INCREASED
Shares156,460 from 136,408
Change+20,052 (+15%)
Value$29.3M (+$13.4M)
Filed 2026-10-22
Regions Financial Corp
INCREASED
Shares156,312 from 23,586
Change+132,726 (+563%)
Value$29.2M (+$26.5M)
Filed 2026-11-05
B. Riley Wealth Advisors, Inc.
DECREASED
Shares155,587 from 159,459
Change-3,872 (-2%)
Value$29.1M (+$10.7M)
Filed 2026-10-13
International Assets Investment Management, LLC
DECREASED
Shares152,651 from 157,678
Change-5,027 (-3%)
Value$29.1M (+$9.3M)
Filed 2026-11-02
Kieckhefer Group LLC
DECREASED
Shares148,855 from 149,355
Change-500 (0%)
Value$27.8M (+$10.4M)
Filed 2026-10-13
Brookstone Capital Management
DECREASED
Shares146,564 from 167,257
Change-20,693 (-12%)
Value$27.4M (+$7.9M)
Filed 2026-10-22
HUB Investment Partners, LLC
INCREASED
Shares143,343 from 77,398
Change+65,945 (+85%)
Value$26.8M (+$17.8M)
Filed 2026-11-03
Fideuram Asset Management (Ireland) dac
INCREASED
Shares138,751 from 46,345
Change+92,406 (+199%)
Value$21.8M (+$15.5M)
Filed 2026-10-29
BI Asset Management Fondsmaeglerselskab A/S
INCREASED
Shares137,529 from 135,543
Change+1,986 (+1%)
Value$25.7K (-$15.8M)
Filed 2026-10-22
CapWealth Advisors, LLC
DECREASED
Shares137,394 from 138,338
Change-944 (-1%)
Value$25.7M (+$9.6M)
Filed 2026-10-05
Fagan Associates, Inc.
INCREASED
Shares136,741 from 131,408
Change+5,333 (+4%)
Value$25.6M (+$10.2M)
Filed 2026-10-13
Hoey Investments, Inc
INCREASED
Shares135,655 from 132,122
Change+3,533 (+3%)
Value$25.4M (+$10.0M)
Filed 2026-10-29
Maryland State Retirement & Pension System
INCREASED
Shares135,541 from 119,808
Change+15,733 (+13%)
Value$25.4M (+$11.4M)
Filed 2026-11-05
Canvas Wealth Advisors, LLC
INCREASED
Shares134,806 from 132,211
Change+2,595 (+2%)
Value$26.5M (+$11.1M)
Filed 2026-11-02
Illinois Municipal Retirement Fund
INCREASED
Shares133,853 from 133,049
Change+804 (+1%)
Value$25.0M (+$9.5M)
Filed 2026-11-05
Schaper Benz & Wise Investment Counsel Inc
DECREASED
Shares131,907 from 132,752
Change-845 (-1%)
Value$24.7M (+$9.2M)
Filed 2026-10-09
Merit Financial Group, LLC
DECREASED
Shares130,110 from 136,015
Change-5,905 (-4%)
Value$24.3M (+$8.5M)
Filed 2026-11-06
Yarbrough Capital, LLC
UNCHANGED
Shares129,443 from 129,443
Change0 (0%)
Value$24.2M (+$9.1M)
Filed 2026-10-19
LaFleur & Godfrey LLC
INCREASED
Shares127,243 from 122,802
Change+4,441 (+4%)
Value$23.8M (+$9.5M)
Filed 2026-10-27
Compagnie Lombard Odier SCmA
INCREASED
Shares125,976 from 86,950
Change+39,026 (+45%)
Value$23.6M (+$13.4M)
Filed 2026-11-04
EverSource Wealth Advisors, LLC
DECREASED
Shares125,760 from 127,814
Change-2,054 (-2%)
Value$23.5M (+$8.6M)
Filed 2026-11-04
Hartford Investment Management Co
DECREASED
Shares123,147 from 126,930
Change-3,783 (-3%)
Value$23.0M (+$8.2M)
Filed 2026-11-04
Americana Partners, LLC
DECREASED
Shares122,613 from 157,219
Change-34,606 (-22%)
Value$22.9M (+$4.6M)
Filed 2026-10-28
Cornerstone Advisors, LLC
INCREASED
Shares121,287 from 56,303
Change+64,984 (+115%)
Value$22.7M (+$16.1M)
Filed 2026-11-06
FFG Partners, LLC
DECREASED
Shares120,915 from 141,650
Change-20,735 (-15%)
Value$22.6M (+$6.1M)
Filed 2026-10-15
Vontobel Holding Ltd.
DECREASED
Shares119,805 from 207,748
Change-87,943 (-42%)
Value$22.4M (-$1.8M)
Filed 2026-10-16
Adams Diversified Equity Fund, Inc.
UNCHANGED
Shares118,700 from 118,700
Change0 (0%)
Value$22.2M (+$8.4M)
Filed 2026-10-21
Burney Co/
INCREASED
Shares118,489 from 17,531
Change+100,958 (+576%)
Value$22.2M (+$20.1M)
Filed 2026-10-15
CWA Asset Management Group, LLC
DECREASED
Shares117,975 from 120,456
Change-2,481 (-2%)
Value$22.1M (+$8.0M)
Filed 2026-10-19
China Universal Asset Management Co., Ltd.
INCREASED
Shares117,936 from 98,697
Change+19,239 (+19%)
Value$22.1M (+$10.5M)
Filed 2026-10-28
Ethic Inc.
INCREASED
Shares117,289 from 110,921
Change+6,368 (+6%)
Value$21.9M (+$9.0M)
Filed 2026-11-03
J.W. Cole Advisors, Inc.
INCREASED
Shares117,251 from 111,221
Change+6,030 (+5%)
Value$21.9M (+$9.0M)
Filed 2026-11-05
Parisi Gray Wealth Management
INCREASED
Shares116,517 from 115,583
Change+934 (+1%)
Value$21.8M (+$8.3M)
Filed 2026-10-16
New Mexico Educational Retirement Board
UNCHANGED
Shares113,700 from 113,700
Change0 (0%)
Value$21.3K (-$13.2M)
Filed 2026-11-05
Allworth Financial LP
INCREASED
Shares113,592 from 99,490
Change+14,102 (+14%)
Value$13.3M (+$1.6M)
Filed 2026-11-06
Inspire Investing, LLC
INCREASED
Shares112,169 from 107,824
Change+4,345 (+4%)
Value$21.0M (+$8.4M)
Filed 2026-10-22
First Citizens Bank & Trust Co
INCREASED
Shares112,012 from 93,378
Change+18,634 (+20%)
Value$21.0M (+$10.1M)
Filed 2026-10-14
Raiffeisen Bank International AG
INCREASED
Shares111,440 from 70,026
Change+41,414 (+59%)
Value$20.8M (+$12.7M)
Filed 2026-10-28
Rockline Wealth Management, LLC
INCREASED
Shares108,918 from 103,536
Change+5,382 (+5%)
Value$20.4M (+$8.3M)
Filed 2026-10-26
Venture Visionary Partners LLC
INCREASED
Shares107,840 from 75,159
Change+32,681 (+43%)
Value$20.2M (+$11.4M)
Filed 2026-10-07
NTV Asset Management LLC
DECREASED
Shares106,766 from 107,651
Change-885 (-1%)
Value$20.0M (+$7.4M)
Filed 2026-10-23
Apollon Wealth Management, LLC
INCREASED
Shares106,572 from 106,126
Change+446 (+0%)
Value$19.9M (+$7.6M)
Filed 2026-10-23
Diversify Advisory Services, LLC
DECREASED
Shares106,139 from 109,173
Change-3,034 (-3%)
Value$21.3M (+$6.9M)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares106,139 from 109,173
Change-3,034 (-3%)
Value$21.3M (+$6.9M)
Filed 2026-10-20
Vise Technologies, Inc.
INCREASED
Shares106,132 from 83,557
Change+22,575 (+27%)
Value$19.9M (+$10.1M)
Filed 2026-10-29
Spire Wealth Management
INCREASED
Shares104,450 from 68,847
Change+35,603 (+52%)
Value$19.5M (+$11.5M)
Filed 2026-10-30
Ag2r LA Mondiale Gestion D'actifs
INCREASED
Shares102,543 from 95,614
Change+6,929 (+7%)
Value$19.2M (+$8.0M)
Filed 2026-10-26
Moors & Cabot, Inc.
INCREASED
Shares101,621 from 94,947
Change+6,674 (+7%)
Value$19.0M (+$7.9M)
Filed 2026-11-06
HB Wealth Management, LLC
INCREASED
Shares101,481 from 91,527
Change+9,954 (+11%)
Value$19.0M (+$8.3M)
Filed 2026-10-23
IFP Advisors, Inc
INCREASED
Shares101,075 from 92,086
Change+8,989 (+10%)
Value$18.9M (+$8.2M)
Filed 2026-10-16
United Advisor Group, LLC
INCREASED
Shares100,857 from 99,671
Change+1,186 (+1%)
Value$18.9M (+$7.2M)
Filed 2026-11-03
Archon Partners LLC
UNCHANGED
Shares100,000 from 100,000
Change0 (0%)
Value$18.7M (+$7.0M)
Filed 2026-10-26
Larson Financial Group LLC
INCREASED
Shares99,422 from 88,594
Change+10,828 (+12%)
Value$18.6M (+$8.3M)
Filed 2026-11-05
Nfsg Corp
INCREASED
Shares97,634 from 87,942
Change+9,692 (+11%)
Value$18.3M (+$8.0M)
Filed 2026-10-15
Oppenheimer Asset Management Inc.
INCREASED
Shares97,088 from 85,647
Change+11,441 (+13%)
Value$18.2M (+$8.2M)
Filed 2026-10-27
Capital Investment Counsel, Inc
DECREASED
Shares96,405 from 99,360
Change-2,955 (-3%)
Value$18.0M (+$6.4M)
Filed 2026-10-20
Trilogy Capital Inc.
INCREASED
Shares96,066 from 63,464
Change+32,602 (+51%)
Value$18.0M (+$10.6M)
Filed 2026-10-20
Sigma Planning Corp
INCREASED
Shares95,826 from 78,226
Change+17,600 (+23%)
Value$17.9M (+$8.8M)
Filed 2026-10-23
Compound Planning, Inc.
INCREASED
Shares95,000 from 73,535
Change+21,465 (+29%)
Value$17.8M (+$9.2M)
Filed 2026-11-05
Cache Advisors, LLC
INCREASED
Shares94,253 from 90,096
Change+4,157 (+5%)
Value$17.6M (+$7.1M)
Filed 2026-10-16
D.A. Davidson & Co.
INCREASED
Shares93,559 from 82,914
Change+10,645 (+13%)
Value$17.5M (+$7.8M)
Filed 2026-10-28
Leonteq Securities AG
DECREASED
Shares92,263 from 126,125
Change-33,862 (-27%)
Value$17.3M (+$2.5M)
Filed 2026-10-29
Cyndeo Wealth Partners, LLC
INCREASED
Shares90,932 from 81,766
Change+9,166 (+11%)
Value$17.0M (+$7.5M)
Filed 2026-10-16
Harel Insurance Investments & Financial Services Ltd.
INCREASED
Shares90,875 from 23,096
Change+67,779 (+293%)
Value$17.0K (-$2.7M)
Filed 2026-11-02
Fortem Financial Group, LLC
DECREASED
Shares90,374 from 93,188
Change-2,814 (-3%)
Value$16.9M (+$6.0M)
Filed 2026-10-20
Titleist Asset Management, LLC
INCREASED
Shares90,173 from 88,629
Change+1,544 (+2%)
Value$16.9M (+$6.5M)
Filed 2026-10-08
Elite Wealth Management, Inc.
INCREASED
Shares89,558 from 66,359
Change+23,199 (+35%)
Value$16.8M (+$9.0M)
Filed 2026-11-03
MGO One Seven LLC
DECREASED
Shares86,678 from 87,764
Change-1,086 (-1%)
Value$16.2M (+$6.0M)
Filed 2026-10-28
Meridian Wealth Management, LLC
DECREASED
Shares86,640 from 96,261
Change-9,621 (-10%)
Value$16.2M (+$5.0M)
Filed 2026-11-05
Fifth Third Wealth Advisors LLC
INCREASED
Shares85,927 from 85,516
Change+411 (+0%)
Value$16.1M (+$6.1M)
Filed 2026-10-22
J. Safra Sarasin Holding AG
DECREASED
Shares85,910 from 149,959
Change-64,049 (-43%)
Value$15.6M (-$2.2M)
Filed 2026-10-26
Tokio Marine Asset Management Co LTD
INCREASED
Shares84,859 from 84,337
Change+522 (+1%)
Value$15.9M (+$6.0M)
Filed 2026-10-26
Kingswood Wealth Advisors, LLC
DECREASED
Shares84,457 from 96,574
Change-12,117 (-13%)
Value$15.8M (+$4.5M)
Filed 2026-10-23
Means Investment Co., Inc.
DECREASED
Shares83,816 from 85,148
Change-1,332 (-2%)
Value$15.7M (+$5.7M)
Filed 2026-11-03
OAK Ridge Investments LLC
DECREASED
Shares83,747 from 86,674
Change-2,927 (-3%)
Value$15.7M (+$5.6M)
Filed 2026-10-30
Davenport & Co LLC
DECREASED
Shares83,299 from 91,022
Change-7,723 (-8%)
Value$15.6M (+$5.0M)
Filed 2026-10-14
Hartline Investment Corp/
INCREASED
Shares82,166 from 71,932
Change+10,234 (+14%)
Value$15.4M (+$7.0M)
Filed 2026-10-29
Glynn Capital Management LLC
INCREASED
Shares81,826 from 68,776
Change+13,050 (+19%)
Value$15.3M (+$7.3M)
Filed 2026-10-07
Savant Capital, LLC
INCREASED
Shares80,560 from 58,355
Change+22,205 (+38%)
Value$15.1M (+$7.0M)
Filed 2026-11-06
Generali Investments, Management Co LLC
INCREASED
Shares79,878 from 40,744
Change+39,134 (+96%)
Value$14.9M (+$10.2M)
Filed 2026-10-19
Peterson Wealth Services
INCREASED
Shares78,618 from 76,625
Change+1,993 (+3%)
Value$14.7M (+$5.8M)
Filed 2026-10-26
Aberdeen Group plc
DECREASED
Shares78,264 from 1,449,207
Change-1,370,943 (-95%)
Value$8.9M (-$160.2M)
Filed 2026-11-06
RPG Investment Advisory, LLC
DECREASED
Shares77,567 from 154,795
Change-77,228 (-50%)
Value$14.5M (-$3.6M)
Filed 2026-10-21
Compass Financial Management LLC
DECREASED
Shares76,957 from 88,672
Change-11,715 (-13%)
Value$14.4M (+$2.4M)
Filed 2026-10-30
Washington Trust Bank
DECREASED
Shares76,777 from 87,726
Change-10,949 (-12%)
Value$14.4M (+$4.1M)
Filed 2026-11-03
Integrity Alliance, Llc.
INCREASED
Shares75,781 from 49,256
Change+26,525 (+54%)
Value$14.2M (+$8.4M)
Filed 2026-10-29
Badgley Phelps Wealth Managers, LLC
INCREASED
Shares75,584 from 66,270
Change+9,314 (+14%)
Value$14.1M (+$6.4M)
Filed 2026-10-22
Sowell Financial Services LLC
DECREASED
Shares75,204 from 77,499
Change-2,295 (-3%)
Value$14.1M (+$5.0M)
Filed 2026-10-23
Ellerson Group Inc
DECREASED
Shares74,631 from 78,728
Change-4,097 (-5%)
Value$13.1M (+$3.9M)
Filed 2026-11-04
Teamwork Financial Advisors, LLC
DECREASED
Shares74,040 from 106,001
Change-31,961 (-30%)
Value$13.8M (+$1.5M)
Filed 2026-10-19
Citizens Financial Group Inc
INCREASED
Shares73,844 from 34,508
Change+39,336 (+114%)
Value$13.8M (+$9.8M)
Filed 2026-10-23
Signaturefd, LLC
INCREASED
Shares73,103 from 70,252
Change+2,851 (+4%)
Value$13.7M (+$5.5M)
Filed 2026-10-23
N10 Wealth, LLC
INCREASED
Shares72,570 from 60,914
Change+11,656 (+19%)
Value$13.6M (+$6.5M)
Filed 2026-10-14
AGP Franklin, LLC
DECREASED
Shares72,514 from 73,396
Change-882 (-1%)
Value$13.6M (+$5.0M)
Filed 2026-11-04
Independent Solutions Wealth Management, LLC
DECREASED
Shares72,367 from 72,968
Change-601 (-1%)
Value$13.5M (+$5.0M)
Filed 2026-10-28
Bokf, NA
INCREASED
Shares71,828 from 68,514
Change+3,314 (+5%)
Value$13.4M (+$5.4M)
Filed 2026-10-27
Atria Investments, Inc
INCREASED
Shares71,292 from 51,729
Change+19,563 (+38%)
Value$13.3M (+$7.3M)
Filed 2026-10-15
Trifecta Capital Advisors, LLC
INCREASED
Shares71,037 from 69,647
Change+1,390 (+2%)
Value$13.3M (+$5.2M)
Filed 2026-10-21
Sterling Capital Management LLC
DECREASED
Shares70,851 from 73,697
Change-2,846 (-4%)
Value$13.3M (+$4.7M)
Filed 2026-10-22
CenterBook Partners LP
DECREASED
Shares70,369 from 135,093
Change-64,724 (-48%)
Value$13.2M (-$2.6M)
Filed 2026-11-02
PKO Investment Management Joint-Stock Co
DECREASED
Shares69,000 from 76,000
Change-7,000 (-9%)
Value$12.9M (+$4.0M)
Filed 2026-10-19
High Note Wealth, LLC
INCREASED
Shares68,071 from 67,328
Change+743 (+1%)
Value$12.7M (+$4.9M)
Filed 2026-10-27
Dynamic Advisor Solutions LLC
DECREASED
Shares68,053 from 69,935
Change-1,882 (-3%)
Value$12.7M (+$4.6M)
Filed 2026-10-13
North Dakota State Investment Board
INCREASED
Shares68,014 from 64,953
Change+3,061 (+5%)
Value$12.7M (+$5.1M)
Filed 2026-10-27
Perigon Wealth Management, LLC
DECREASED
Shares67,843 from 83,708
Change-15,865 (-19%)
Value$12.7M (+$2.9M)
Filed 2026-10-22
Sapient Capital LLC
DECREASED
Shares67,614 from 68,863
Change-1,249 (-2%)
Value$12.6M (+$4.6M)
Filed 2026-10-08
Generali Asset Management SPA SGR
INCREASED
Shares67,092 from 63,913
Change+3,179 (+5%)
Value$12.5M (+$5.1M)
Filed 2026-10-26
Gables Capital Management Inc.
DECREASED
Shares67,058 from 68,613
Change-1,555 (-2%)
Value$12.5M (+$4.5M)
Filed 2026-11-04
Sage Capital Advisors,llc
INCREASED
Shares66,967 from 66,944
Change+23 (+0%)
Value$12.5M (+$4.7M)
Filed 2026-10-13
Choreo, LLC
DECREASED
Shares66,784 from 71,147
Change-4,363 (-6%)
Value$12.5M (+$4.2M)
Filed 2026-10-28
Burr Financial Services, LLC
DECREASED
Shares66,733 from 85,198
Change-18,465 (-22%)
Value$12.5M (+$2.5M)
Filed 2026-10-08
Indivisible Partners
INCREASED
Shares66,103 from 64,526
Change+1,577 (+2%)
Value$12.4M (+$4.8M)
Filed 2026-10-26
Howard Capital Management, LLC
INCREASED
Shares64,985 from 64,312
Change+673 (+1%)
Value$12.2M (+$4.7M)
Filed 2026-10-16
Verus Capital Partners, LLC
INCREASED
Shares64,568 from 53,442
Change+11,126 (+21%)
Value$12.1M (+$5.8M)
Filed 2026-11-03
Florida Trust Wealth Management Co
DECREASED
Shares64,325 from 70,236
Change-5,911 (-8%)
Value$12.0M (+$3.8M)
Filed 2026-11-05
Knights of Columbus Asset Advisors LLC
INCREASED
Shares64,173 from 49,742
Change+14,431 (+29%)
Value$12.0M (+$6.2M)
Filed 2026-11-05
Simplicity Wealth,LLC
INCREASED
Shares63,841 from 49,910
Change+13,931 (+28%)
Value$11.9M (+$6.1M)
Filed 2026-10-23
Bosman Wealth Management, LLC
DECREASED
Shares63,760 from 69,946
Change-6,186 (-9%)
Value$11.9M (+$3.8M)
Filed 2026-10-28
Westwind Capital
DECREASED
Shares63,624 from 67,984
Change-4,360 (-6%)
Value$11.9K (+$4.0K)
Filed 2026-10-08
McBroom & Associates, LLC
DECREASED
Shares62,974 from 70,657
Change-7,683 (-11%)
Value$11.8M (+$3.5M)
Filed 2026-10-29
Gunderson Capital Management LLC
NEW
Shares62,801
Change+62,801
Value$11.7M
Filed 2026-10-15
N10 Assets, LLC
INCREASED
Shares62,647 from 60,123
Change+2,524 (+4%)
Value$11.7M (+$4.7M)
Filed 2026-10-14
Cullen T Bankers, Inc.
INCREASED
Shares61,907 from 58,044
Change+3,863 (+7%)
Value$11.6M (+$4.8M)
Filed 2026-10-28
Baker Tilly Wealth Management, LLC
INCREASED
Shares61,807 from 61,559
Change+248 (+0%)
Value$11.6M (+$4.4M)
Filed 2026-10-05
Clearstead Advisors, LLC
INCREASED
Shares61,380 from 61,027
Change+353 (+1%)
Value$11.5M (+$4.4M)
Filed 2026-11-06
Brighton Jones LLC
INCREASED
Shares60,994 from 59,969
Change+1,025 (+2%)
Value$11.4M (+$4.4M)
Filed 2026-11-03
Sun Group Wealth Partners
DECREASED
Shares60,591 from 62,634
Change-2,043 (-3%)
Value$11.3M (+$4.0M)
Filed 2026-10-26
Legacy Bridge, LLC
DECREASED
Shares60,275 from 60,435
Change-160 (0%)
Value$11.3M (+$4.2M)
Filed 2026-10-28
Securian Asset Management, Inc
DECREASED
Shares59,762 from 61,013
Change-1,251 (-2%)
Value$11.2M (+$3.1M)
Filed 2026-11-06
Riggs Asset Managment Co. Inc.
INCREASED
Shares59,091 from 58,648
Change+443 (+1%)
Value$11.1M (+$4.2M)
Filed 2026-11-05
Deuterium Capital Management, LLC
UNCHANGED
Shares58,630 from 58,630
Change0 (0%)
Value$11.0M (+$4.1M)
Filed 2026-11-04
Vest Financial, LLC
INCREASED
Shares58,349 from 55,059
Change+3,290 (+6%)
Value$10.9M (+$4.5M)
Filed 2026-10-21
King Luther Capital Management Corp
INCREASED
Shares58,323 from 56,042
Change+2,281 (+4%)
Value$10.9M (+$4.4M)
Filed 2026-11-05
Gamma Investing LLC
INCREASED
Shares58,170 from 45,195
Change+12,975 (+29%)
Value$10.9M (+$5.6M)
Filed 2026-10-08
Evolution Wealth Advisors, LLC
INCREASED
Shares58,049 from 56,552
Change+1,497 (+3%)
Value$10.9M (+$4.3M)
Filed 2026-11-03
Sustainable Insight Capital Management, LLC
DECREASED
Shares57,439 from 82,039
Change-24,600 (-30%)
Value$10.7M (+$1.2M)
Filed 2026-11-06
Miller Wealth Advisors, LLC
DECREASED
Shares55,985 from 55,994
Change-9 (0%)
Value$10.5M (+$3.9M)
Filed 2026-11-02
Strategic Planning Group, LLC
INCREASED
Shares55,390 from 52,755
Change+2,635 (+5%)
Value$10.4M (+$4.2M)
Filed 2026-10-22
Eulav Asset Management
INCREASED
Shares55,019 from 55,017
Change+2 (0%)
Value$10.3M (+$3.9M)
Filed 2026-10-23
E. Ohman J:or Asset Management AB
UNCHANGED
Shares54,975 from 54,975
Change0 (0%)
Value$10.3M (+$3.9M)
Filed 2026-10-22
Lake Street Private Wealth, LLC
DECREASED
Shares54,775 from 55,062
Change-287 (-1%)
Value$10.2M (+$3.8M)
Filed 2026-10-22
Secure Asset Management, LLC
INCREASED
Shares54,728 from 51,303
Change+3,425 (+7%)
Value$10.2M (+$4.3M)
Filed 2026-10-19
Ashton Thomas Private Wealth, LLC
DECREASED
Shares54,213 from 54,499
Change-286 (-1%)
Value$10.1M (+$3.8M)
Filed 2026-11-03
IronBridge Private Wealth, LLC
DECREASED
Shares53,882 from 54,596
Change-714 (-1%)
Value$10.1M (+$3.7M)
Filed 2026-11-03
Royal Fund Management, LLC
INCREASED
Shares53,290 from 42,427
Change+10,863 (+26%)
Value$10.0M (+$5.0M)
Filed 2026-10-22
Blue Sky Capital Consultants Group, Inc.
DECREASED
Shares53,278 from 85,472
Change-32,194 (-38%)
Value$10.0M (-$6.4K)
Filed 2026-10-13
WealthPlan Investment Management, LLC
DECREASED
Shares52,372 from 52,405
Change-33 (0%)
Value$9.8M (+$3.7M)
Filed 2026-10-15
Rakuten Securities, Inc.
DECREASED
Shares52,264 from 68,732
Change-16,468 (-24%)
Value$9.8M (+$1.8M)
Filed 2026-11-02
Sovran Advisors, LLC
DECREASED
Shares51,745 from 61,040
Change-9,295 (-15%)
Value$10.2M (+$2.6M)
Filed 2026-11-02
Bdf-Gestion
INCREASED
Shares51,741 from 39,892
Change+11,849 (+30%)
Value$9.7M (+$8.1M)
Filed 2026-10-19
Money Concepts Capital Corp
DECREASED
Shares51,556 from 52,238
Change-682 (-1%)
Value$9.6M (+$3.5M)
Filed 2026-11-06
Miramontes Capital, LLC
INCREASED
Shares50,994 from 50,472
Change+522 (+1%)
Value$9.5M (+$3.6M)
Filed 2026-10-19
Diversified Trust Co
INCREASED
Shares50,790 from 25,487
Change+25,303 (+99%)
Value$9.5M (+$6.5M)
Filed 2026-11-06
Private Wealth Management Group, LLC
DECREASED
Shares50,295 from 55,741
Change-5,446 (-10%)
Value$9.4M (+$2.9M)
Filed 2026-10-19
Cordatus Wealth Management LLC
DECREASED
Shares50,126 from 50,506
Change-380 (-1%)
Value$9.4M (+$3.5M)
Filed 2026-10-19
GenTrust, LLC
INCREASED
Shares49,499 from 49,193
Change+306 (+1%)
Value$9.3M (+$3.5M)
Filed 2026-11-06
Calamos Wealth Management LLC
INCREASED
Shares49,193 from 8,100
Change+41,093 (+507%)
Value$9.2M (+$8.3M)
Filed 2026-11-02
Quadrant Capital Group LLC
INCREASED
Shares49,110 from 45,284
Change+3,826 (+8%)
Value$10.2M (+$5.0M)
Filed 2026-10-20
JAG Capital Management, LLC
INCREASED
Shares49,072 from 3,362
Change+45,710 (+1360%)
Value$9.2M (+$8.8M)
Filed 2026-11-06
Moody Lynn Lieberson & Walker, LLC
INCREASED
Shares48,680 from 7,542
Change+41,138 (+545%)
Value$9.1M (+$8.2M)
Filed 2026-10-14
Plato Investment Management Ltd
DECREASED
Shares48,311 from 52,991
Change-4,680 (-9%)
Value$9.1M (+$2.9M)
Filed 2026-11-05
Verde Capital Management
INCREASED
Shares47,915 from 39,745
Change+8,170 (+21%)
Value$9.0M (+$4.3M)
Filed 2026-10-28
Harbour Trust & Investment Management Co
INCREASED
Shares47,810 from 46,804
Change+1,006 (+2%)
Value$8.9M (+$3.5M)
Filed 2026-10-28
Aljian Capital Management, LLC
DECREASED
Shares47,619 from 48,216
Change-597 (-1%)
Value$8.9M (+$3.3M)
Filed 2026-10-28
Tema Etfs LLC
INCREASED
Shares47,585 from 47,458
Change+127 (+0%)
Value$8.9M (+$3.4M)
Filed 2026-10-16
RFG Advisory, LLC
INCREASED
Shares47,342 from 46,124
Change+1,218 (+3%)
Value$8.9M (+$3.5M)
Filed 2026-11-03
Western Financial Corp
INCREASED
Shares46,609 from 2,524
Change+44,085 (+1747%)
Value$8.7M (+$8.4M)
Filed 2026-10-14
Pinnacle Associates LTD
INCREASED
Shares46,525 from 46,032
Change+493 (+1%)
Value$8.7M (+$3.3M)
Filed 2026-10-20
Towne Trust Company, N.a
DECREASED
Shares46,156 from 50,091
Change-3,935 (-8%)
Value$8.6M (+$2.8M)
Filed 2026-10-28
Kingstone Capital Partners Texas, LLC
INCREASED
Shares46,148 from 45,006
Change+1,142 (+3%)
Value$8.6M (+$3.4M)
Filed 2026-11-03
Integrated Advisors Network LLC
DECREASED
Shares45,883 from 46,351
Change-468 (-1%)
Value$8.6M (+$3.2M)
Filed 2026-10-20
BNC Wealth Management, LLC
INCREASED
Shares45,631 from 44,903
Change+728 (+2%)
Value$8.5M (+$3.3M)
Filed 2026-10-19
Simplex Trading, LLC
DECREASED
Shares45,506 from 201,696
Change-156,190 (-77%)
Value$8.5M (-$15.0M)
Filed 2026-11-04
Steadview Capital Management LLC
UNCHANGED
Shares45,315 from 45,315
Change0 (0%)
Value$8.5M (+$3.2M)
Filed 2026-10-28
Kingsman Wealth Management, Inc.
DECREASED
Shares44,999 from 45,119
Change-120 (0%)
Value$8.4M (+$3.2M)
Filed 2026-10-13
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares44,994 from 44,402
Change+592 (+1%)
Value$8.4M (+$3.2M)
Filed 2026-10-14
Realta Investment Advisors
DECREASED
Shares44,980 from 45,703
Change-723 (-2%)
Value$8.4M (+$3.1M)
Filed 2026-10-14
Wealthcare Advisory Partners LLC
INCREASED
Shares44,514 from 36,199
Change+8,315 (+23%)
Value$8.3M (+$4.1M)
Filed 2026-10-21
Balboa Wealth Partners
DECREASED
Shares44,380 from 44,701
Change-321 (-1%)
Value$8.3M (+$3.1M)
Filed 2026-10-20
Foster Group, Inc.
INCREASED
Shares44,019 from 43,736
Change+283 (+1%)
Value$8.2M (+$3.1M)
Filed 2026-10-13
Cherry Creek Investment Advisors, Inc.
DECREASED
Shares43,867 from 45,130
Change-1,263 (-3%)
Value$8.2M (+$2.9M)
Filed 2026-10-14
Ritholtz Wealth Management
INCREASED
Shares43,281 from 37,523
Change+5,758 (+15%)
Value$8.1M (+$3.7M)
Filed 2026-11-05
KMG Fiduciary Partners, LLC
DECREASED
Shares42,042 from 42,464
Change-422 (-1%)
Value$7.9M (+$2.9M)
Filed 2026-10-14
Legal Advantage Investments, Inc.
UNCHANGED
Shares41,980 from 41,980
Change0 (0%)
Value$7.9M (+$3.0M)
Filed 2026-10-13
Valeo Financial Advisors, LLC
DECREASED
Shares41,708 from 47,316
Change-5,608 (-12%)
Value$7.8M (+$2.3M)
Filed 2026-10-08
CoreCap Advisors, LLC
INCREASED
Shares41,238 from 36,067
Change+5,171 (+14%)
Value$7.7M (+$3.5M)
Filed 2026-10-08
Alps Advisors Inc
INCREASED
Shares40,960 from 40,651
Change+309 (+1%)
Value$7.7M (+$2.9M)
Filed 2026-11-03
Sava Infond d.o.o.
UNCHANGED
Shares40,800 from 40,800
Change0 (0%)
Value$7.6M (+$2.9M)
Filed 2026-10-28
Partners Wealth Management, LLC
NEW
Shares39,972
Change+39,972
Value$7.5M
Filed 2026-10-28
Destiny Wealth Partners, LLC
INCREASED
Shares39,362 from 32,363
Change+6,999 (+22%)
Value$7.0M (+$3.0M)
Filed 2026-11-05
71 West Capital Partners
INCREASED
Shares38,930 from 37,126
Change+1,804 (+5%)
Value$7.3M (+$3.0M)
Filed 2026-11-04
Keybank National Association
INCREASED
Shares38,856 from 32,669
Change+6,187 (+19%)
Value$7.3M (+$3.5M)
Filed 2026-11-04
World Equity Group, Inc.
DECREASED
Shares38,340 from 43,627
Change-5,287 (-12%)
Value$7.2M (+$2.1M)
Filed 2026-10-14
Elevation Point Wealth Partners, LLC
INCREASED
Shares38,337 from 34,826
Change+3,511 (+10%)
Value$7.2M (+$3.1M)
Filed 2026-11-05
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares38,281 from 38,183
Change+98 (+0%)
Value$7.2M (+$2.7M)
Filed 2026-10-29
Enclave Advisors LLC
DECREASED
Shares37,853 from 45,777
Change-7,924 (-17%)
Value$7.1M (+$1.7M)
Filed 2026-10-14
Iowa State Bank
INCREASED
Shares37,768 from 37,593
Change+175 (+0%)
Value$7.1M (+$2.7M)
Filed 2026-10-06
Icici Prudential Asset Management Co Ltd
DECREASED
Shares37,546 from 37,971
Change-425 (-1%)
Value$7.0M (+$2.6M)
Filed 2026-11-06
Gradient Investments LLC
INCREASED
Shares37,466 from 3,138
Change+34,328 (+1094%)
Value$7.0M (+$6.6M)
Filed 2026-10-08
LJI Wealth Management, LLC
DECREASED
Shares37,034 from 38,498
Change-1,464 (-4%)
Value$6.9M (+$2.4M)
Filed 2026-10-28
Ascent Wealth Partners, LLC
DECREASED
Shares36,852 from 37,646
Change-794 (-2%)
Value$6.9M (+$2.5M)
Filed 2026-10-23
Meridian Investment Counsel Inc.
DECREASED
Shares36,510 from 43,915
Change-7,405 (-17%)
Value$6.8M (+$1.7M)
Filed 2026-10-14
Frank, Rimerman Advisors LLC
DECREASED
Shares35,421 from 37,396
Change-1,975 (-5%)
Value$6.6M (+$2.3M)
Filed 2026-10-16
Greenleaf Trust
INCREASED
Shares35,318 from 32,435
Change+2,883 (+9%)
Value$6.6M (+$2.8M)
Filed 2026-10-29
HBK Sorce Advisory LLC
DECREASED
Shares34,830 from 37,757
Change-2,927 (-8%)
Value$5.4M (-$583.6K)
Filed 2026-11-06
Global Trust Asset Management, LLC
INCREASED
Shares34,645 from 34,610
Change+35 (+0%)
Value$6.5M (+$2.4M)
Filed 2026-10-19
Highland Capital Management, LLC
DECREASED
Shares34,620 from 36,172
Change-1,552 (-4%)
Value$6.5M (+$2.3M)
Filed 2026-10-26
Howard Wealth Management, LLC
UNCHANGED
Shares34,210 from 34,210
Change0 (0%)
Value$6.4M (+$2.4M)
Filed 2026-10-28
AXS Investments LLC
DECREASED
Shares34,182 from 42,291
Change-8,109 (-19%)
Value$6.4M (+$1.5M)
Filed 2026-11-04
Ascent Group, LLC
INCREASED
Shares33,913 from 32,008
Change+1,905 (+6%)
Value$6.3M (+$2.6M)
Filed 2026-10-30
Principle Wealth Partners LLC
INCREASED
Shares33,826 from 32,588
Change+1,238 (+4%)
Value$6.3M (+$2.5M)
Filed 2026-11-02
Procyon Advisors, LLC
DECREASED
Shares33,758 from 37,837
Change-4,079 (-11%)
Value$6.3M (+$1.9M)
Filed 2026-10-21
Madden Securities Corp
INCREASED
Shares33,660 from 33,200
Change+460 (+1%)
Value$6.3M (+$2.4M)
Filed 2026-10-27
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares33,620 from 33,944
Change-324 (-1%)
Value$6.3M (+$2.3M)
Filed 2026-10-05
RMR Wealth Builders
INCREASED
Shares33,428 from 30,328
Change+3,100 (+10%)
Value$6.3M (+$2.7M)
Filed 2026-10-22
Covenant Asset Management, LLC
INCREASED
Shares33,222 from 15,246
Change+17,976 (+118%)
Value$6.2M (+$4.4M)
Filed 2026-10-14
Colonial River Investments, LLC
DECREASED
Shares33,210 from 37,303
Change-4,093 (-11%)
Value$6.2M (+$1.9M)
Filed 2026-10-19
Hager Investment Management Services, LLC
DECREASED
Shares32,817 from 41,227
Change-8,410 (-20%)
Value$6.1M (+$1.3M)
Filed 2026-11-04
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares32,658 from 27,800
Change+4,858 (+17%)
Value$6.1M (+$2.9M)
Filed 2026-10-27
Sagespring Wealth Partners, LLC
INCREASED
Shares32,382 from 29,288
Change+3,094 (+11%)
Value$6.1M (+$2.6M)
Filed 2026-10-22
Sterling Investment Advisors, Ltd.
DECREASED
Shares32,357 from 34,002
Change-1,645 (-5%)
Value$6.1M (+$2.1M)
Filed 2026-10-27
Wespac Advisors SoCal, LLC
DECREASED
Shares32,259 from 32,459
Change-200 (-1%)
Value$6.0M (+$2.2M)
Filed 2026-10-13
Verdence Capital Advisors LLC
INCREASED
Shares32,093 from 17,719
Change+14,374 (+81%)
Value$6.0M (+$3.9M)
Filed 2026-10-26
Redstone Wealth Management, LLC
NEW
Shares32,081
Change+32,081
Value$6.0M
Filed 2026-10-20
Chicago Partners Investment Group LLC
INCREASED
Shares32,024 from 31,209
Change+815 (+3%)
Value$6.3M (+$2.5M)
Filed 2026-10-27
Fisher Asset Management, LLC
INCREASED
Shares31,994 from 27,517
Change+4,477 (+16%)
Value$6.0M (+$2.8M)
Filed 2026-11-06
Axxcess Wealth Management, LLC
DECREASED
Shares31,900 from 69,497
Change-37,597 (-54%)
Value$6.0M (-$2.1M)
Filed 2026-10-21
Westwood Wealth Management
DECREASED
Shares31,899 from 32,899
Change-1,000 (-3%)
Value$6.0M (+$2.1M)
Filed 2026-10-29
SevenBridge Financial Group, LLC
DECREASED
Shares31,835 from 33,630
Change-1,795 (-5%)
Value$6.1M (+$346.7K)
Filed 2026-10-26
Asset One Wealth Management LLC
INCREASED
Shares31,497 from 26,691
Change+4,806 (+18%)
Value$5.9M (+$2.3M)
Filed 2026-11-02
Level Four Advisory Services, LLC
DECREASED
Shares31,362 from 34,688
Change-3,326 (-10%)
Value$5.9M (+$1.8M)
Filed 2026-11-06
Fiduciary Alliance LLC
DECREASED
Shares31,251 from 41,040
Change-9,789 (-24%)
Value$5.8M (+$1.1M)
Filed 2026-10-13
Fulcrum Asset Management LLP
INCREASED
Shares31,224 from 11,554
Change+19,670 (+170%)
Value$5.8M (+$4.5M)
Filed 2026-11-04
StoryOne LLC
INCREASED
Shares30,964 from 2,460
Change+28,504 (+1159%)
Value$5.8M (+$5.5M)
Filed 2026-10-13
Ascentis Wealth Management, LLC
INCREASED
Shares30,818 from 29,880
Change+938 (+3%)
Value$5.8M (+$2.3M)
Filed 2026-11-03
Visionary Wealth Advisors
INCREASED
Shares30,697 from 27,806
Change+2,891 (+10%)
Value$5.7M (+$2.5M)
Filed 2026-11-04
Triglav Investments, D.O.O.
UNCHANGED
Shares30,400 from 30,400
Change0 (0%)
Value$5.7M (+$2.1M)
Filed 2026-11-06
Franchise GP Ltd
NEW
Shares30,207
Change+30,207
Value$5.7M
Filed 2026-10-16
Guardian Asset Advisors, LLC
INCREASED
Shares29,892 from 29,846
Change+46 (+0%)
Value$5.6M (+$2.1M)
Filed 2026-10-16
Almanack Investment Partners, Llc.
INCREASED
Shares29,827 from 29,580
Change+247 (+1%)
Value$5.6M (+$2.1M)
Filed 2026-11-03
Globalt Investments LLC / GA
DECREASED
Shares29,426 from 30,830
Change-1,404 (-5%)
Value$5.5M (+$1.9M)
Filed 2026-10-27
Sjbenen Advisory, LLC
UNCHANGED
Shares29,426 from 29,426
Change0 (0%)
Value$5.5M (+$1.7M)
Filed 2026-10-19
Summit Global Investments
DECREASED
Shares29,291 from 38,665
Change-9,374 (-24%)
Value$5.5K (-$4.5M)
Filed 2026-10-28
Financiere des Professionnels - Fonds d'investissement inc.
INCREASED
Shares29,263 from 15,279
Change+13,984 (+92%)
Value$5.5M (+$3.7M)
Filed 2026-11-03
Capital Investment Advisors, LLC
INCREASED
Shares29,195 from 26,834
Change+2,361 (+9%)
Value$5.5M (+$2.3M)
Filed 2026-10-22
Heritage Wealth Management, Inc.
INCREASED
Shares29,154 from 29,086
Change+68 (+0%)
Value$5.5M (+$2.1M)
Filed 2026-10-27
NWF Advisory Services Inc.
DECREASED
Shares28,996 from 29,982
Change-986 (-3%)
Value$5.4M (+$1.9M)
Filed 2026-10-19
Gryphon Financial Partners LLC
INCREASED
Shares28,960 from 26,173
Change+2,787 (+11%)
Value$5.4M (+$2.4M)
Filed 2026-11-04
Ascentis Independent Advisors
INCREASED
Shares28,940 from 21
Change+28,919 (+137710%)
Value$5.4M (+$5.4M)
Filed 2026-11-03
Schear Investment Advisers, LLC
NEW
Shares28,897
Change+28,897
Value$5.4M
Filed 2026-10-14
Tempo Wealth, LLC
INCREASED
Shares28,897 from 26,077
Change+2,820 (+11%)
Value$5.4M (+$2.4M)
Filed 2026-10-14
Evergreen Capital Management LLC
DECREASED
Shares28,530 from 35,526
Change-6,996 (-20%)
Value$5.3M (+$1.2M)
Filed 2026-10-23
Magnus Financial Group LLC
INCREASED
Shares28,409 from 27,238
Change+1,171 (+4%)
Value$5.3M (+$2.1M)
Filed 2026-10-21
Nemes Rush Group LLC
INCREASED
Shares28,315 from 28,192
Change+123 (+0%)
Value$5.3M (+$2.0M)
Filed 2026-11-04
Aaron Wealth Advisors LLC
INCREASED
Shares28,297 from 24,285
Change+4,012 (+17%)
Value$5.3M (+$2.5M)
Filed 2026-10-13
American National Bank & Trust
DECREASED
Shares28,294 from 29,299
Change-1,005 (-3%)
Value$5.3M (+$1.9M)
Filed 2026-10-07
Accurate Wealth Management, LLC
INCREASED
Shares27,826 from 26,852
Change+974 (+4%)
Value$5.8M (+$2.4M)
Filed 2026-10-20
Belvedere Trading LLC
NEW
Shares27,759
Change+27,759
Value$5.2M
Filed 2026-11-05
Everhart Financial Group, Inc.
INCREASED
Shares27,466 from 23,358
Change+4,108 (+18%)
Value$5.1M (+$2.4M)
Filed 2026-10-08
Inscription Capital, LLC
DECREASED
Shares27,165 from 29,397
Change-2,232 (-8%)
Value$5.1M (+$1.7M)
Filed 2026-11-02
SVB Wealth LLC
DECREASED
Shares26,900 from 31,345
Change-4,445 (-14%)
Value$5.0M (+$1.4M)
Filed 2026-11-06
Marietta Wealth Management, LLC
INCREASED
Shares26,869 from 2,257
Change+24,612 (+1090%)
Value$5.4M (+$5.1M)
Filed 2026-10-22
Crestwood Advisors Group, LLC
INCREASED
Shares26,619 from 23,118
Change+3,501 (+15%)
Value$5.0M (+$2.3M)
Filed 2026-10-27
PFG Advisors
DECREASED
Shares26,500 from 32,981
Change-6,481 (-20%)
Value$5.0M (+$1.1M)
Filed 2026-10-16
Processus Wealth & Capital Management, LLC
DECREASED
Shares26,271 from 27,915
Change-1,644 (-6%)
Value$4.9M (+$1.7M)
Filed 2026-10-16
Nations Financial Group Inc,
DECREASED
Shares26,169 from 33,491
Change-7,322 (-22%)
Value$4.9M (+$987.5K)
Filed 2026-11-05
InTrack Investment Management Inc
DECREASED
Shares25,852 from 27,216
Change-1,364 (-5%)
Value$4.8M (+$1.7M)
Filed 2026-10-15
University of Texas S AM Investment Management Co
INCREASED
Shares25,851 from 357
Change+25,494 (+7141%)
Value$4.8M (+$4.8M)
Filed 2026-11-03
Joel Isaacson & Co., LLC
INCREASED
Shares25,539 from 24,760
Change+779 (+3%)
Value$4.8M (+$1.9M)
Filed 2026-11-05
Quantum Private Wealth, LLC
INCREASED
Shares25,397 from 24,594
Change+803 (+3%)
Value$4.8M (+$1.9M)
Filed 2026-10-20
Perryman Financial Advisory Inc
INCREASED
Shares25,329 from 25,299
Change+30 (+0%)
Value$4.7M (+$1.8M)
Filed 2026-10-16
NorthCrest Asset Manangement, LLC
INCREASED
Shares25,264 from 25,111
Change+153 (+1%)
Value$5.0M (+$1.8M)
Filed 2026-10-13
ARS Investment Partners, LLC
NEW
Shares25,063
Change+25,063
Value$4.7M
Filed 2026-11-05
Robocap Asset Management Ltd
NEW
Shares25,020
Change+25,020
Value$4.7M
Filed 2026-11-02
Trust Asset Management LLC
UNCHANGED
Shares25,000 from 25,000
Change0 (0%)
Value$4.7M (+$1.8M)
Filed 2026-11-03
Atlas Private Wealth Advisors
DECREASED
Shares24,911 from 26,977
Change-2,066 (-8%)
Value$4.7M (+$1.5M)
Filed 2026-10-23
Linden Thomas Advisory Services, LLC
INCREASED
Shares24,792 from 24,405
Change+387 (+2%)
Value$4.6M (+$1.8M)
Filed 2026-10-19
Blue Trust, Inc.
DECREASED
Shares24,757 from 25,868
Change-1,111 (-4%)
Value$4.6M (+$1.6M)
Filed 2026-10-15
Norden Group LLC
INCREASED
Shares24,609 from 22,463
Change+2,146 (+10%)
Value$4.6M (+$2.0M)
Filed 2026-10-20
Onyx Bridge Wealth Group LLC
INCREASED
Shares24,556 from 22,461
Change+2,095 (+9%)
Value$4.6M (+$2.0M)
Filed 2026-10-16
Prosperity Financial Group, Inc.
DECREASED
Shares24,476 from 24,494
Change-18 (0%)
Value$4.6M (+$1.7M)
Filed 2026-10-29
Mission Wealth Management, LP
DECREASED
Shares24,347 from 42,339
Change-17,992 (-42%)
Value$4.6M (-$385.5K)
Filed 2026-10-15
Daymark Wealth Partners, LLC
INCREASED
Shares24,338 from 13,146
Change+11,192 (+85%)
Value$4.6M (+$3.0M)
Filed 2026-11-04
AlphaCore Capital LLC
INCREASED
Shares24,194 from 13,861
Change+10,333 (+75%)
Value$4.5M (+$2.9M)
Filed 2026-11-04
Capital Advisors Wealth Management, LLC
INCREASED
Shares23,778 from 22,963
Change+815 (+4%)
Value$4.4M (+$1.8M)
Filed 2026-10-09
Segment Wealth Management, LLC
INCREASED
Shares23,767 from 18,979
Change+4,788 (+25%)
Value$4.4M (+$2.2M)
Filed 2026-10-26
DB&C Advisors, LLC
DECREASED
Shares23,756 from 23,771
Change-15 (0%)
Value$4.4M (+$1.7M)
Filed 2026-10-26
GAM Holding AG
DECREASED
Shares23,683 from 29,319
Change-5,636 (-19%)
Value$4.4M (+$1.0M)
Filed 2026-11-03
StoneX Group Inc.
DECREASED
Shares23,516 from 24,141
Change-625 (-3%)
Value$4.4M (+$1.5M)
Filed 2026-11-03
Steele Capital Management, Inc.
DECREASED
Shares23,427 from 24,577
Change-1,150 (-5%)
Value$4.4M (+$1.5M)
Filed 2026-11-02
Purus Wealth Management, LLC
INCREASED
Shares23,318 from 23,231
Change+87 (+0%)
Value$4.4M (+$1.7M)
Filed 2026-10-15
Riversedge Advisors, LLC
INCREASED
Shares23,310 from 22,301
Change+1,009 (+5%)
Value$4.4M (+$1.8M)
Filed 2026-10-09
Udine Wealth Management, Inc.
INCREASED
Shares23,299 from 22,892
Change+407 (+2%)
Value$4.4M (+$1.7M)
Filed 2026-10-23
Traynor Capital Management, Inc.
DECREASED
Shares23,229 from 25,415
Change-2,186 (-9%)
Value$4.3M (+$1.4M)
Filed 2026-10-29
Great Lakes Advisors, LLC
DECREASED
Shares23,191 from 61,137
Change-37,946 (-62%)
Value$4.3M (-$2.8M)
Filed 2026-11-06
Vestor Capital, LLC
INCREASED
Shares23,174 from 581
Change+22,593 (+3889%)
Value$783 (+$729)
Filed 2026-11-04
Cornerstone Planning, LLC
INCREASED
Shares23,171 from 23,026
Change+145 (+1%)
Value$3.1M (+$442.0K)
Filed 2026-10-27
Mather Group, Llc.
INCREASED
Shares23,073 from 20,309
Change+2,764 (+14%)
Value$4.3M (+$1.9M)
Filed 2026-10-14
Burns J W & Co Inc
INCREASED
Shares22,696 from 21,971
Change+725 (+3%)
Value$4.2M (+$1.7M)
Filed 2026-10-20
Krilogy Financial LLC
INCREASED
Shares22,656 from 18,900
Change+3,756 (+20%)
Value$4.7M (+$2.5M)
Filed 2026-10-13
Titiun Yejiel
NEW
Shares22,494
Change+22,494
Value$4.2M
Filed 2026-11-06
S.A. Mason LLC
UNCHANGED
Shares22,352 from 22,352
Change0 (0%)
Value$4.2M (+$1.6M)
Filed 2026-10-13
Portfolio Design Labs, LLC
INCREASED
Shares22,343 from 20,689
Change+1,654 (+8%)
Value$4.2M (+$1.8M)
Filed 2026-11-04
Formidable Asset Management, LLC
INCREASED
Shares22,306 from 13,368
Change+8,938 (+67%)
Value$2.6M (+$647.0K)
Filed 2026-11-03
Kessler Investment Group, LLC
DECREASED
Shares22,187 from 24,244
Change-2,057 (-8%)
Value$4.2M (+$1.3M)
Filed 2026-10-08
Milestone Asset Management, LLC
DECREASED
Shares22,176 from 22,465
Change-289 (-1%)
Value$4.1M (+$1.5M)
Filed 2026-10-15
Embree Financial Group
DECREASED
Shares21,998 from 22,132
Change-134 (-1%)
Value$4.1M (+$1.5M)
Filed 2026-10-22
Csenge Advisory Group
DECREASED
Shares21,964 from 22,464
Change-500 (-2%)
Value$4.1M (+$1.5M)
Filed 2026-11-04
Arsenal Capital Advisors LLC
DECREASED
Shares21,935 from 23,847
Change-1,912 (-8%)
Value$4.1M (+$1.3M)
Filed 2026-11-02
Avidian Wealth Enterprises, LLC
DECREASED
Shares21,898 from 21,912
Change-14 (0%)
Value$4.1M (+$1.5M)
Filed 2026-10-08
PW Nova Financial Services LLC
DECREASED
Shares21,885 from 24,469
Change-2,584 (-11%)
Value$4.1M (+$1.2M)
Filed 2026-10-15
National Wealth Management Group, LLC
DECREASED
Shares21,830 from 21,898
Change-68 (0%)
Value$4.1M (+$1.5M)
Filed 2026-10-26
Symphony Financial, Ltd. Co.
INCREASED
Shares21,607 from 11,982
Change+9,625 (+80%)
Value$4.1M (+$2.7M)
Filed 2026-10-22
Primoris Wealth Advisors, LLC
UNCHANGED
Shares21,575 from 21,575
Change0 (0%)
Value$4.0M (+$1.5M)
Filed 2026-10-28
Tuttle Capital Management, LLC
NEW
Shares21,459
Change+21,459
Value$4.0M
Filed 2026-10-21
Signal Advisors Wealth, LLC
NEW
Shares21,291
Change+21,291
Value$4.0M
Filed 2026-10-13
Bank of New Hampshire
DECREASED
Shares21,267 from 22,290
Change-1,023 (-5%)
Value$4.0M (+$1.4M)
Filed 2026-10-06
Wealth Management Partners, LLC
INCREASED
Shares21,136 from 20,740
Change+396 (+2%)
Value$4.0M (+$1.5M)
Filed 2026-10-21
Armstrong, Fleming & Moore, Inc
UNCHANGED
Shares21,131 from 21,131
Change0 (0%)
Value$4.0M (+$1.5M)
Filed 2026-10-28
Capital Investment Advisory Services, LLC
DECREASED
Shares21,128 from 21,590
Change-462 (-2%)
Value$4.0M (+$1.4M)
Filed 2026-10-30
SEB Asset Management AB
DECREASED
Shares21,091 from 21,587
Change-496 (-2%)
Value$3.9M (+$1.4M)
Filed 2026-11-04
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares20,943 from 19,212
Change+1,731 (+9%)
Value$3.9M (+$1.7M)
Filed 2026-10-23
Wealth Architects, LLC
DECREASED
Shares20,932 from 23,525
Change-2,593 (-11%)
Value$3.9M (+$1.2M)
Filed 2026-11-03
Outbound Financial Inc
UNCHANGED
Shares20,920 from 20,920
Change0 (0%)
Value$3.9M (+$1.5M)
Filed 2026-10-13
Donoghue Forlines LLC
NEW
Shares20,907
Change+20,907
Value$3.9M
Filed 2026-11-02
Cigna Investments Inc
DECREASED
Shares20,783 from 20,853
Change-70 (0%)
Value$3.9K (-$2.4M)
Filed 2026-10-19
Grant Private Wealth Management Inc
DECREASED
Shares20,406 from 27,462
Change-7,056 (-26%)
Value$3.8M (+$613.0K)
Filed 2026-10-19
Finer Wealth Management, Inc.
INCREASED
Shares20,337 from 18,893
Change+1,444 (+8%)
Value$3.8M (+$1.6M)
Filed 2026-10-16
QTR Family Wealth, LLC
DECREASED
Shares20,214 from 23,235
Change-3,021 (-13%)
Value$3.8M (+$1.1M)
Filed 2026-11-02
LCM Capital Management Inc
INCREASED
Shares19,825 from 19,822
Change+3 (+0%)
Value$3.7M (+$1.4M)
Filed 2026-10-20
Woodmont Investment Counsel LLC
INCREASED
Shares19,731 from 19,179
Change+552 (+3%)
Value$3.7M (+$1.5M)
Filed 2026-10-29
Three Magnolias Financial Advisors, LLC
DECREASED
Shares19,705 from 24,355
Change-4,650 (-19%)
Value$3.7M (+$844.3K)
Filed 2026-10-14
RFG Holdings, Inc.
INCREASED
Shares19,648 from 19,244
Change+404 (+2%)
Value$3.7M (+$1.4M)
Filed 2026-10-30
Paragon Advisors, LLC
INCREASED
Shares19,613 from 18,861
Change+752 (+4%)
Value$3.7M (+$1.5M)
Filed 2026-11-03
BIP Wealth, LLC
DECREASED
Shares19,609 from 19,836
Change-227 (-1%)
Value$3.7M (+$1.4M)
Filed 2026-10-22
Parcion Private Wealth LLC
INCREASED
Shares19,589 from 18,331
Change+1,258 (+7%)
Value$3.7M (+$1.5M)
Filed 2026-10-28
Moran Wealth Management, LLC
INCREASED
Shares19,564 from 18,381
Change+1,183 (+6%)
Value$3.7M (+$1.5M)
Filed 2026-10-22
Fulton Bank, N.A.
INCREASED
Shares19,468 from 16,965
Change+2,503 (+15%)
Value$3.6M (+$1.7M)
Filed 2026-10-14
Premier Path Wealth Partners, LLC
INCREASED
Shares19,212 from 18,346
Change+866 (+5%)
Value$3.6M (+$1.5M)
Filed 2026-10-16
McAdam, LLC
DECREASED
Shares19,170 from 20,048
Change-878 (-4%)
Value$3.6M (+$1.2M)
Filed 2026-10-21
First National Trust Co
INCREASED
Shares19,075 from 19,022
Change+53 (+0%)
Value$3.6M (+$1.3M)
Filed 2026-10-28
Blue Line Capital, LLC / IL
INCREASED
Shares19,022 from 17,741
Change+1,281 (+7%)
Value$3.6M (+$1.5M)
Filed 2026-11-04
Kercheville Advisors, LLC
INCREASED
Shares18,789 from 16,410
Change+2,379 (+15%)
Value$3.5M (+$1.6M)
Filed 2026-10-19
Certuity, LLC
INCREASED
Shares18,746 from 17,577
Change+1,169 (+7%)
Value$3.3M (+$1.3M)
Filed 2026-11-02
Archford Capital Strategies, LLC
DECREASED
Shares18,744 from 19,308
Change-564 (-3%)
Value$3.5M (+$1.3M)
Filed 2026-10-19
Turtle Creek Wealth Advisors, LLC
INCREASED
Shares18,728 from 13,399
Change+5,329 (+40%)
Value$3.5M (+$1.9M)
Filed 2026-10-15
Cassaday & Co Wealth Management LLC
INCREASED
Shares18,681 from 18,489
Change+192 (+1%)
Value$3.5M (+$1.3M)
Filed 2026-10-27
Capstone Wealth Management Group, LLC
INCREASED
Shares18,677 from 5,043
Change+13,634 (+270%)
Value$3.4M (+$2.8M)
Filed 2026-11-05
Coastline Trust Co
DECREASED
Shares18,547 from 19,208
Change-661 (-3%)
Value$3.5M (+$1.2M)
Filed 2026-10-01
Vivid Wealth Management, LLC
DECREASED
Shares18,538 from 19,079
Change-541 (-3%)
Value$3.5M (+$1.2M)
Filed 2026-10-27
Arthur M. Cohen & Associates, LLC
DECREASED
Shares18,511 from 20,034
Change-1,523 (-8%)
Value$3.5M (+$1.1M)
Filed 2026-10-26
Global Assets Advisory, LLC
DECREASED
Shares18,289 from 19,037
Change-748 (-4%)
Value$3.5M (+$1.0M)
Filed 2026-10-28
Straight Path Wealth Management
INCREASED
Shares18,206 from 17,959
Change+247 (+1%)
Value$3.4M (+$1.3M)
Filed 2026-10-23
Draper Asset Management, LLC
INCREASED
Shares18,177 from 15,548
Change+2,629 (+17%)
Value$3.4M (+$1.6M)
Filed 2026-10-09
Atticus Wealth Management, LLC
INCREASED
Shares18,057 from 17,856
Change+201 (+1%)
Value$3.4M (+$1.3M)
Filed 2026-10-20
Silverleafe Capital Partners, LLC
DECREASED
Shares17,949 from 21,798
Change-3,849 (-18%)
Value$3.4M (+$814.2K)
Filed 2026-10-02
Uhlmann Price Securities, LLC
INCREASED
Shares17,845 from 9,200
Change+8,645 (+94%)
Value$3.3M (+$2.3M)
Filed 2026-11-03
Clear Creek Financial Management, LLC
DECREASED
Shares17,724 from 18,519
Change-795 (-4%)
Value$3.3M (+$1.2M)
Filed 2026-10-28
Focus Financial Network, Inc.
DECREASED
Shares17,708 from 18,298
Change-590 (-3%)
Value$3.3M (+$1.2M)
Filed 2026-10-14
Taylor Frigon Capital Management LLC
DECREASED
Shares17,575 from 18,143
Change-568 (-3%)
Value$3.3M (+$1.2M)
Filed 2026-10-23
SAX Wealth Advisors, LLC
INCREASED
Shares17,568 from 9,194
Change+8,374 (+91%)
Value$3.3M (+$1.9M)
Filed 2026-10-13
Key FInancial Inc
DECREASED
Shares17,532 from 17,849
Change-317 (-2%)
Value$3.3M (+$1.2M)
Filed 2026-11-02
Princeton Global Asset Management LLC
DECREASED
Shares17,517 from 17,537
Change-20 (0%)
Value$3.3M (+$1.2M)
Filed 2026-10-21
Xcel Wealth Management, LLC
INCREASED
Shares17,438 from 17,343
Change+95 (+1%)
Value$3.3M (+$1.2M)
Filed 2026-10-26
Cornerstone Enterprises, LLC
DECREASED
Shares17,304 from 66,572
Change-49,268 (-74%)
Value$3.2M (-$4.5M)
Filed 2026-10-15
Mandatum Life Insurance Co Ltd
UNCHANGED
Shares17,236 from 17,236
Change0 (0%)
Value$3.2M (+$1.2M)
Filed 2026-11-06
111 Capital
DECREASED
Shares17,037 from 32,054
Change-15,017 (-47%)
Value$3.2M (-$553.0K)
Filed 2026-11-03
Old North State Wealth Management, LLC
INCREASED
Shares17,016 from 2,366
Change+14,650 (+619%)
Value$3.2M (+$2.9M)
Filed 2026-10-22
Lattice Capital Management, LLC
DECREASED
Shares17,000 from 23,000
Change-6,000 (-26%)
Value$3.2M (+$496.4K)
Filed 2026-11-03
Leelyn Smith, LLC
DECREASED
Shares16,972 from 17,055
Change-83 (0%)
Value$3.2M (+$1.2M)
Filed 2026-11-03
International Private Wealth Advisors LLC
INCREASED
Shares16,800 from 16,694
Change+106 (+1%)
Value$3.1M (+$1.2M)
Filed 2026-11-05
Jamison Private Wealth Management, Inc.
INCREASED
Shares16,700 from 14,887
Change+1,813 (+12%)
Value$3.1M (+$1.4M)
Filed 2026-10-14
Investment Partners, Ltd.
INCREASED
Shares16,546 from 8,287
Change+8,259 (+100%)
Value$3.1M (+$2.1M)
Filed 2026-10-29
Comprehensive Financial Planning, Inc.
INCREASED
Shares16,543 from 15,174
Change+1,369 (+9%)
Value$3.1M (+$1.3M)
Filed 2026-10-27
Rydar Equities, Inc.
DECREASED
Shares16,518 from 16,580
Change-62 (0%)
Value$3.2M (+$1.0M)
Filed 2026-10-13
Avestar Capital, LLC
DECREASED
Shares16,483 from 37,358
Change-20,875 (-56%)
Value$3.1M (-$1.3M)
Filed 2026-10-28
Alta Advisers Ltd
INCREASED
Shares16,468 from 8,974
Change+7,494 (+84%)
Value$3.1M (+$2.0M)
Filed 2026-11-02
Soltis Investment Advisors LLC
INCREASED
Shares16,361 from 15,860
Change+501 (+3%)
Value$3.1M (+$1.2M)
Filed 2026-10-28
Catalyst Private Wealth, LLC
INCREASED
Shares16,335 from 16,037
Change+298 (+2%)
Value$3.1M (+$1.2M)
Filed 2026-10-13
Altman Advisors, Inc.
INCREASED
Shares16,293 from 16,169
Change+124 (+1%)
Value$3.0M (+$1.2M)
Filed 2026-11-05
Alpha Family Trust
UNCHANGED
Shares16,280 from 16,280
Change0 (0%)
Value$1.9M ($0)
Filed 2026-11-04
Fragasso Financial Advisors Inc
INCREASED
Shares16,271 from 15,720
Change+551 (+4%)
Value$3.4M (+$1.6M)
Filed 2026-10-13
Cornerstone Wealth Management, LLC
DECREASED
Shares16,046 from 16,327
Change-281 (-2%)
Value$3.0M (+$1.1M)
Filed 2026-11-04
Mindset Wealth Management, LLC
DECREASED
Shares16,030 from 16,420
Change-390 (-2%)
Value$3.0M (+$1.1M)
Filed 2026-10-19
Masterinvest Kapitalanlage GmbH
INCREASED
Shares16,025 from 14,620
Change+1,405 (+10%)
Value$3.0M (+$1.3M)
Filed 2026-11-03
Independent Wealth Network Inc.
DECREASED
Shares15,958 from 16,040
Change-82 (-1%)
Value$3.0M (+$1.1M)
Filed 2026-10-19
Weaver Capital Management LLC
DECREASED
Shares15,924 from 19,656
Change-3,732 (-19%)
Value$3.0M (+$103.3K)
Filed 2026-10-15
Founders Financial Securities LLC
DECREASED
Shares15,877 from 16,002
Change-125 (-1%)
Value$3.0M (+$1.1M)
Filed 2026-10-28
Forum Financial Management, LP
INCREASED
Shares15,781 from 14,721
Change+1,060 (+7%)
Value$3.0M (+$1.2M)
Filed 2026-10-16
Guided Capital Wealth Management, LLC
INCREASED
Shares15,757 from 15,663
Change+94 (+1%)
Value$2.9M (+$1.1M)
Filed 2026-10-21
AK Global Asset Management, LLC
UNCHANGED
Shares15,725 from 15,725
Change0 (0%)
Value$2.9M (+$1.1M)
Filed 2026-10-27
Golden State Wealth Management, LLC
DECREASED
Shares15,637 from 21,836
Change-6,199 (-28%)
Value$2.9M (+$377.3K)
Filed 2026-11-02
Modera Wealth Management, LLC
DECREASED
Shares15,599 from 20,906
Change-5,307 (-25%)
Value$2.9M (+$478.8K)
Filed 2026-10-28
Laurel OAK Wealth Management, LLC
INCREASED
Shares15,542 from 14,250
Change+1,292 (+9%)
Value$2.9M (+$1.2M)
Filed 2026-10-19
Strong Tower Advisory Services
INCREASED
Shares15,537 from 15,422
Change+115 (+1%)
Value$2.9M (+$1.1M)
Filed 2026-10-13
Blueprint Investment Partners LLC
NEW
Shares15,510
Change+15,510
Value$2.9M
Filed 2026-10-28
Sepio Capital, LP
DECREASED
Shares15,505 from 15,657
Change-152 (-1%)
Value$2.9M (+$1.1M)
Filed 2026-10-22
Moneco Advisors, LLC
INCREASED
Shares15,416 from 14,833
Change+583 (+4%)
Value$2.9M (+$1.2M)
Filed 2026-11-05
Uniting Wealth Partners, LLC
DECREASED
Shares15,212 from 15,292
Change-80 (-1%)
Value$2.8M (+$1.1M)
Filed 2026-11-06
Dedeker Financial LLC
DECREASED
Shares15,189 from 15,213
Change-24 (0%)
Value$2.8M (+$1.1M)
Filed 2026-10-23
Rothwell Investment Advisors, LLC
NEW
Shares15,163
Change+15,163
Value$2.8M
Filed 2026-11-06
GC Wealth Management RIA, LLC
INCREASED
Shares15,043 from 14,635
Change+408 (+3%)
Value$2.8M (+$1.1M)
Filed 2026-11-02
Acorn Financial Advisory Services Inc
DECREASED
Shares15,000 from 15,600
Change-600 (-4%)
Value$2.8M (+$985.7K)
Filed 2026-11-02
Richards, Merrill & Peterson, Inc.
INCREASED
Shares14,974 from 14,950
Change+24 (+0%)
Value$2.8M (+$1.1M)
Filed 2026-10-19
MCF Advisors LLC
INCREASED
Shares14,947 from 14,280
Change+667 (+5%)
Value$2.8M (+$1.1M)
Filed 2026-10-28
Islay Capital Management, LLC
DECREASED
Shares14,940 from 14,968
Change-28 (0%)
Value$2.8M (+$1.0M)
Filed 2026-10-20
Avior Wealth Management, LLC
DECREASED
Shares14,935 from 15,056
Change-121 (-1%)
Value$2.8M (+$1.0M)
Filed 2026-10-13
Bell Bank
INCREASED
Shares14,931 from 7,732
Change+7,199 (+93%)
Value$2.8M (+$1.9M)
Filed 2026-10-21
VCI Wealth Management LLC
DECREASED
Shares14,892 from 14,927
Change-35 (0%)
Value$2.8M (+$1.0M)
Filed 2026-10-29
Shikiar Asset Management Inc
DECREASED
Shares14,856 from 17,181
Change-2,325 (-14%)
Value$2.8K (-$2.0M)
Filed 2026-10-20
Eclectic Associates Inc
DECREASED
Shares14,776 from 14,909
Change-133 (-1%)
Value$2.8M (+$1.0M)
Filed 2026-10-09
Torrey Growth & Income Advisors
DECREASED
Shares14,716 from 15,415
Change-699 (-5%)
Value$2.8M (+$970.9K)
Filed 2026-11-04
Palacios Wealth Management, LLC
INCREASED
Shares14,647 from 14,382
Change+265 (+2%)
Value$2.7M (+$1.1M)
Filed 2026-11-04
IPG Investment Advisors LLC
NEW
Shares14,643
Change+14,643
Value$2.7M
Filed 2026-10-30
Victory Financial Group, LLC
DECREASED
Shares14,641 from 15,286
Change-645 (-4%)
Value$2.7M (+$955.2K)
Filed 2026-10-27
Howard Financial Services, Ltd.
INCREASED
Shares14,592 from 13,868
Change+724 (+5%)
Value$2.7M (+$1.1M)
Filed 2026-10-15
Bison Wealth, LLC
INCREASED
Shares14,579 from 13,920
Change+659 (+5%)
Value$3.0M (+$1.2M)
Filed 2026-10-13
Supplemental Annuity Collective Trust of NJ
DECREASED
Shares14,557 from 14,727
Change-170 (-1%)
Value$2.7M (+$1.0M)
Filed 2026-11-02
BankChampaign, National Association
DECREASED
Shares14,556 from 15,123
Change-567 (-4%)
Value$2.7M (+$958.3K)
Filed 2026-10-19
Clarus Wealth Advisors
DECREASED
Shares14,553 from 17,078
Change-2,525 (-15%)
Value$3.0M (+$784.2K)
Filed 2026-10-13
Perpetual Ltd
INCREASED
Shares14,540 from 11,047
Change+3,493 (+32%)
Value$2.7M (+$1.4M)
Filed 2026-10-13
Convergence Financial, LLC
DECREASED
Shares14,509 from 21,863
Change-7,354 (-34%)
Value$2.7M (+$163.2K)
Filed 2026-10-27
Annex Advisory Services, LLC
DECREASED
Shares14,307 from 14,729
Change-422 (-3%)
Value$2.7M (+$957.7K)
Filed 2026-10-16
Floyd Financial Group LLC
INCREASED
Shares14,258 from 8,674
Change+5,584 (+64%)
Value$3.0M (+$1.8M)
Filed 2026-10-28
Cooper Financial Group
INCREASED
Shares14,227 from 11,734
Change+2,493 (+21%)
Value$2.7M (+$1.3M)
Filed 2026-10-07
MFG Wealth Management, Inc.
DECREASED
Shares14,216 from 14,857
Change-641 (-4%)
Value$2.7M (+$925.7K)
Filed 2026-10-09
Aspen Investment Management Inc
DECREASED
Shares14,204 from 14,404
Change-200 (-1%)
Value$2.7K (+$976)
Filed 2026-11-05
Apella Capital, LLC
INCREASED
Shares14,113 from 13,435
Change+678 (+5%)
Value$2.7M (+$934.3K)
Filed 2026-10-08
Focus Wealth Advisors, LLC
INCREASED
Shares14,070 from 14,042
Change+28 (+0%)
Value$2.6M (+$993.5K)
Filed 2026-10-14
Mayfair Advisory Group, LLC
DECREASED
Shares14,064 from 14,124
Change-60 (0%)
Value$2.6M (+$894.5K)
Filed 2026-10-20
Third View Private Wealth, LLC
INCREASED
Shares14,013 from 13,184
Change+829 (+6%)
Value$2.6M (+$1.1M)
Filed 2026-10-30
Aubrey Capital Management Ltd
DECREASED
Shares14,000 from 15,000
Change-1,000 (-7%)
Value$2.6M (+$869.5K)
Filed 2026-10-19
WIN Advisors, Inc
NEW
Shares13,804
Change+13,804
Value$2.6M
Filed 2026-11-06
AdvisorNet Financial, Inc
INCREASED
Shares13,729 from 11,822
Change+1,907 (+16%)
Value$2.8M (+$1.4M)
Filed 2026-10-15
Northbridge Financial Group, LLC
INCREASED
Shares13,598 from 12,969
Change+629 (+5%)
Value$2.6M (+$1.1M)
Filed 2026-11-05
NovaPoint Capital, LLC
INCREASED
Shares13,561 from 13,358
Change+203 (+2%)
Value$2.5M (+$978.1K)
Filed 2026-10-22
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares13,555 from 13,555
Change0 (0%)
Value$1.6M ($0)
Filed 2026-10-15
Piar LLC
DECREASED
Shares13,515 from 17,255
Change-3,740 (-22%)
Value$2.5M (+$514.8K)
Filed 2026-10-21
Strategic Blueprint, LLC
DECREASED
Shares13,514 from 14,452
Change-938 (-6%)
Value$2.5M (+$841.7K)
Filed 2026-10-22
Ignite Planners, LLC
INCREASED
Shares13,371 from 13,134
Change+237 (+2%)
Value$2.5M (+$972.2K)
Filed 2026-10-14
Lionshead Wealth Management, LLC
INCREASED
Shares13,311 from 13,193
Change+118 (+1%)
Value$2.5M (+$950.6K)
Filed 2026-10-21
Creative Financial Designs Inc
INCREASED
Shares13,271 from 12,454
Change+817 (+7%)
Value$2.5M (+$1.0M)
Filed 2026-11-04
Atlatl Advisers LLC
INCREASED
Shares13,174 from 13,121
Change+53 (+0%)
Value$2.5M (+$933.4K)
Filed 2026-10-22
Stenger Family Office, LLC
INCREASED
Shares13,153 from 11,602
Change+1,551 (+13%)
Value$2.7M (+$1.4M)
Filed 2026-10-22
Flagship Harbor Advisors, LLC
DECREASED
Shares13,153 from 13,658
Change-505 (-4%)
Value$2.5M (+$866.8K)
Filed 2026-10-26
Carter Financial Group, Inc.
DECREASED
Shares13,130 from 13,180
Change-50 (0%)
Value$2.5M (+$918.3K)
Filed 2026-10-21
Trust Point Inc.
INCREASED
Shares13,123 from 8,434
Change+4,689 (+56%)
Value$2.5M (+$1.5M)
Filed 2026-10-27
Accel Wealth Management
DECREASED
Shares13,080 from 13,376
Change-296 (-2%)
Value$2.4M (+$886.0K)
Filed 2026-10-13
Sageworth Trust Co
DECREASED
Shares12,958 from 14,418
Change-1,460 (-10%)
Value$2.4M (+$741.6K)
Filed 2026-10-30
Diligent Investors, LLC
DECREASED
Shares12,941 from 12,987
Change-46 (0%)
Value$2.4M (+$905.4K)
Filed 2026-10-21
Marks Group Wealth Management, Inc
DECREASED
Shares12,928 from 14,885
Change-1,957 (-13%)
Value$2.4M (+$681.5K)
Filed 2026-11-05
Plimoth Trust Co LLC
INCREASED
Shares12,879 from 10,840
Change+2,039 (+19%)
Value$2.4M (+$1.1M)
Filed 2026-10-26
Manchester Financial Inc
DECREASED
Shares12,857 from 14,001
Change-1,144 (-8%)
Value$2.4M (+$771.4K)
Filed 2026-10-15
Portside Wealth Group, LLC
INCREASED
Shares12,832 from 11,791
Change+1,041 (+9%)
Value$2.4M (+$1.0M)
Filed 2026-10-20
Fortis Group Advisors, LLC
DECREASED
Shares12,802 from 13,025
Change-223 (-2%)
Value$2.4M (+$837.4K)
Filed 2026-11-06
Matauro, LLC
INCREASED
Shares12,781 from 12,733
Change+48 (+0%)
Value$2.4M (+$905.1K)
Filed 2026-11-03
Personal CFO Solutions, LLC
INCREASED
Shares12,708 from 11,898
Change+810 (+7%)
Value$2.4M (+$988.9K)
Filed 2026-11-06
Accuvest Global Advisors
INCREASED
Shares12,680 from 9,822
Change+2,858 (+29%)
Value$2.4M (+$1.2M)
Filed 2026-11-04
Castle Rock Wealth Management, LLC
INCREASED
Shares12,666 from 12,123
Change+543 (+4%)
Value$2.4M (+$908.4K)
Filed 2026-10-09
True Freedom Investing, LLC
INCREASED
Shares12,664 from 12,097
Change+567 (+5%)
Value$2.4M (+$599.3K)
Filed 2026-10-29
Aprio Wealth Management, LLC
INCREASED
Shares12,626 from 11,445
Change+1,181 (+10%)
Value$2.4M (+$1.0M)
Filed 2026-10-28
Fiduciary Family Office, LLC
INCREASED
Shares12,614 from 12,517
Change+97 (+1%)
Value$2.4M (+$899.1K)
Filed 2026-11-04
Hazlett, Burt & Watson, Inc.
DECREASED
Shares12,571 from 12,586
Change-15 (0%)
Value$2.4K (-$1.3M)
Filed 2026-11-04
Baker Avenue Asset Management, LP
INCREASED
Shares12,546 from 11,653
Change+893 (+8%)
Value$2.3M (+$987.2K)
Filed 2026-11-06
Cohen Investment Advisors LLC
NEW
Shares12,541
Change+12,541
Value$2.3M
Filed 2026-10-20
Cadinha & Co LLC
DECREASED
Shares12,525 from 33,552
Change-21,027 (-63%)
Value$2.3M (-$1.6M)
Filed 2026-10-22
Legacy Financial Strategies, LLC
DECREASED
Shares12,516 from 14,231
Change-1,715 (-12%)
Value$2.3M (+$680.7K)
Filed 2026-10-15
180 Wealth Advisors, LLC
INCREASED
Shares12,476 from 11,766
Change+710 (+6%)
Value$2.3M (+$961.0K)
Filed 2026-11-03
HMS Capital Management, LLC
NEW
Shares12,450
Change+12,450
Value$2.3M
Filed 2026-10-20
Littlejohn Financial Services, Inc.
INCREASED
Shares12,329 from 11,675
Change+654 (+6%)
Value$2.3M (+$944.0K)
Filed 2026-11-06
YHB Investment Advisors, Inc.
INCREASED
Shares12,254 from 12,117
Change+137 (+1%)
Value$2.3M (+$878.4K)
Filed 2026-10-08
Nvwm, LLC
INCREASED
Shares12,229 from 11,801
Change+428 (+4%)
Value$2.3M (+$910.6K)
Filed 2026-10-14
M Holdings Securities, Inc.
INCREASED
Shares12,213 from 12,132
Change+81 (+1%)
Value$2.2K (+$756)
Filed 2026-11-03
Montchanin Asset Management, LLC
UNCHANGED
Shares12,163 from 12,163
Change0 (0%)
Value$2.3K (-$1.4M)
Filed 2026-11-02
Nicholas Wealth, Llc.
INCREASED
Shares12,117 from 9,634
Change+2,483 (+26%)
Value$2.3M (+$1.1M)
Filed 2026-10-26
Warburton Capital Management, LLC
DECREASED
Shares12,072 from 12,356
Change-284 (-2%)
Value$2.1M (+$676.4K)
Filed 2026-11-06
Bfsg, LLC
INCREASED
Shares12,071 from 12,051
Change+20 (+0%)
Value$2.3M (+$851.9K)
Filed 2026-10-30
Transcendent Capital Group LLC
DECREASED
Shares12,063 from 12,288
Change-225 (-2%)
Value$2.3M (+$822.7K)
Filed 2026-10-28
Jacobi Capital Management LLC
INCREASED
Shares12,016 from 11,087
Change+929 (+8%)
Value$2.2M (+$954.1K)
Filed 2026-11-05
Morangie Management LLC
DECREASED
Shares11,982 from 12,594
Change-612 (-5%)
Value$2.2M (+$771.8K)
Filed 2026-10-15
Triad Wealth Partners, LLC
INCREASED
Shares11,981 from 10,576
Change+1,405 (+13%)
Value$2.2M (+$912.2K)
Filed 2026-10-26
Murphy & Mullick Capital Management Corp
DECREASED
Shares11,938 from 12,068
Change-130 (-1%)
Value$2.2M (+$836.7K)
Filed 2026-11-02
Gallagher Capital Advisors, LLC
DECREASED
Shares11,910 from 12,050
Change-140 (-1%)
Value$2.2M (+$821.9K)
Filed 2026-10-09
Mainsail Asset Management, LLC
DECREASED
Shares11,895 from 13,860
Change-1,965 (-14%)
Value$2.3M (+$449.9K)
Filed 2026-10-14
Shepherd Financial Partners LLC
INCREASED
Shares11,886 from 11,678
Change+208 (+2%)
Value$2.2M (+$860.8K)
Filed 2026-11-03
Surience Private Wealth LLC
NEW
Shares11,870
Change+11,870
Value$2.2M
Filed 2026-10-16
Tactive Advisors, LLC
INCREASED
Shares11,781 from 11,228
Change+553 (+5%)
Value$2.2M (+$893.6K)
Filed 2026-10-08
Garde Capital, Inc.
DECREASED
Shares11,758 from 15,040
Change-3,282 (-22%)
Value$2.2M (+$444.6K)
Filed 2026-10-29
Zions Bancorporation, National Association
INCREASED
Shares11,736 from 5,498
Change+6,238 (+113%)
Value$2.2M (+$1.6M)
Filed 2026-11-06
Welch Group, LLC
INCREASED
Shares11,731 from 11,441
Change+290 (+3%)
Value$2.2M (+$859.5K)
Filed 2026-10-29
Retirement Planning Group, LLC
DECREASED
Shares11,725 from 11,787
Change-62 (-1%)
Value$2.2M (+$818.0K)
Filed 2026-10-19
Blueprint Financial Advisors LLC
NEW
Shares11,643
Change+11,643
Value$2.2M
Filed 2026-10-28
GFS Advisors, LLC
INCREASED
Shares11,637 from 11,058
Change+579 (+5%)
Value$2.2M (+$2.1M)
Filed 2026-11-03
Strategic Advisors LLC
DECREASED
Shares11,606 from 11,884
Change-278 (-2%)
Value$2.2M (+$784.4K)
Filed 2026-10-13
Keystone Wealth Services, LLC
DECREASED
Shares11,591 from 12,251
Change-660 (-5%)
Value$2.2M (+$737.9K)
Filed 2026-11-03
Fiduciary Financial Group, LLC
DECREASED
Shares11,521 from 14,336
Change-2,815 (-20%)
Value$2.2M (+$482.4K)
Filed 2026-10-13
Michael J. Porro & Co. Financial Advisors, Inc.
DECREASED
Shares11,517 from 11,603
Change-86 (-1%)
Value$2.2M (+$800.5K)
Filed 2026-10-16
Empirical Capital Management, LLC
DECREASED
Shares11,500 from 127,000
Change-115,500 (-91%)
Value$2.2K (-$14.8M)
Filed 2026-10-27
FSM Wealth Advisors, LLC
INCREASED
Shares11,477 from 11,032
Change+445 (+4%)
Value$2.3M (+$994.3K)
Filed 2026-10-27
Mirador Capital Partners LP
DECREASED
Shares11,450 from 11,873
Change-423 (-4%)
Value$2.1M (+$756.5K)
Filed 2026-10-09
Quadrant Private Wealth Management, LLC
INCREASED
Shares11,426 from 10,847
Change+579 (+5%)
Value$2.1M (+$871.6K)
Filed 2026-11-04
Pacific Capital Partners Ltd
NEW
Shares11,417
Change+11,417
Value$2.1M
Filed 2026-10-28
Fischer Financial Services, Inc.
INCREASED
Shares11,397 from 11,357
Change+40 (+0%)
Value$2.1M (+$806.8K)
Filed 2026-10-30
Argos Wealth Advisors, LLC
INCREASED
Shares11,357 from 11,291
Change+66 (+1%)
Value$2.1M (+$807.0K)
Filed 2026-11-02
TBH Global Asset Management, LLC
DECREASED
Shares11,338 from 11,792
Change-454 (-4%)
Value$2.1M (+$745.0K)
Filed 2026-11-03
Parkside Financial Bank & Trust
INCREASED
Shares11,334 from 10,633
Change+701 (+7%)
Value$2.1M (+$879.5K)
Filed 2026-10-27
Nilsine Partners, LLC
INCREASED
Shares11,258 from 5,299
Change+5,959 (+112%)
Value$2.1M (+$1.5M)
Filed 2026-11-02
KRS Capital Management, LLC
INCREASED
Shares11,238 from 11,226
Change+12 (+0%)
Value$2.1M (+$792.3K)
Filed 2026-10-16
SeaCrest Wealth Management, LLC
DECREASED
Shares11,205 from 12,102
Change-897 (-7%)
Value$2.1M (+$684.0K)
Filed 2026-10-21
Y.D. More Investments Ltd
INCREASED
Shares11,146 from 4,279
Change+6,867 (+160%)
Value$2.1M (+$1.6M)
Filed 2026-11-02
Quintet Private Bank (Europe) S.A.
INCREASED
Shares11,115 from 6,850
Change+4,265 (+62%)
Value$2.1M (+$1.3M)
Filed 2026-10-08
Tcfg Investment Advisors, LLC
INCREASED
Shares11,107 from 10,132
Change+975 (+10%)
Value$2.1M (+$895.4K)
Filed 2026-10-20
Sound Income Strategies, LLC
INCREASED
Shares11,068 from 10,752
Change+316 (+3%)
Value$2.2M (+$945.7K)
Filed 2026-10-09
Wisconsin Wealth Advisors, LLC
DECREASED
Shares11,042 from 11,110
Change-68 (-1%)
Value$2.1M (+$769.2K)
Filed 2026-10-08
Courier Capital LLC
DECREASED
Shares11,016 from 11,209
Change-193 (-2%)
Value$2.1M (+$752.8K)
Filed 2026-10-19
United Asset Strategies, Inc.
INCREASED
Shares10,987 from 7,542
Change+3,445 (+46%)
Value$2.1M (+$1.2M)
Filed 2026-10-28
Pittenger & Anderson Inc
INCREASED
Shares10,976 from 8,176
Change+2,800 (+34%)
Value$2.1M (+$1.1M)
Filed 2026-11-02
CX Institutional
INCREASED
Shares10,971 from 4,063
Change+6,908 (+170%)
Value$2.1K (+$1.6K)
Filed 2026-10-02
Claro Advisors Inc.
INCREASED
Shares10,965 from 9,806
Change+1,159 (+12%)
Value$2.1M (+$907.0K)
Filed 2026-11-02
Iams Wealth Management, LLC
NEW
Shares10,956
Change+10,956
Value$2.0M
Filed 2026-10-15
Bryn Mawr Trust Advisors, LLC
INCREASED
Shares10,873 from 10,588
Change+285 (+3%)
Value$2.0M (+$798.5K)
Filed 2026-11-04
Avanza Fonder AB
UNCHANGED
Shares10,858 from 10,858
Change0 (0%)
Value$2.0M (+$764.2K)
Filed 2026-10-13
Purkiss Capital Advisors LLC
DECREASED
Shares10,841 from 11,341
Change-500 (-4%)
Value$2.0M (+$704.7K)
Filed 2026-11-06
Carlson Financial, Inc.
INCREASED
Shares10,780 from 10,349
Change+431 (+4%)
Value$2.0M (+$809.0K)
Filed 2026-11-05
Kraematon Investment Advisors, Inc
UNCHANGED
Shares10,767 from 10,767
Change0 (0%)
Value$2.0M (+$757.8K)
Filed 2026-11-02
Private Trust Co NA
DECREASED
Shares10,759 from 11,696
Change-937 (-8%)
Value$2.0M (+$647.9K)
Filed 2026-10-20
Whalen Wealth Management Inc.
INCREASED
Shares10,752 from 10,328
Change+424 (+4%)
Value$2.0M (+$806.1K)
Filed 2026-10-08
Cane Capital Partners, LLC
DECREASED
Shares10,732 from 13,070
Change-2,338 (-18%)
Value$2.0M (+$482.5K)
Filed 2026-10-23
XML Financial, LLC
INCREASED
Shares10,728 from 8,678
Change+2,050 (+24%)
Value$2.0M (+$994.3K)
Filed 2026-10-29
Willner & Heller, LLC
DECREASED
Shares10,701 from 11,553
Change-852 (-7%)
Value$2.0M (+$653.7K)
Filed 2026-10-28
Total Clarity Wealth Management, Inc.
INCREASED
Shares10,698 from 4,483
Change+6,215 (+139%)
Value$2.0M (+$1.5M)
Filed 2026-10-26
West Branch Capital LLC
INCREASED
Shares10,663 from 9,521
Change+1,142 (+12%)
Value$2.0M (+$883.7K)
Filed 2026-10-20
Tempus Wealth Planning, LLC
INCREASED
Shares10,598 from 10,262
Change+336 (+3%)
Value$2.0M (+$785.1K)
Filed 2026-10-14
Wellington Grp LLC
INCREASED
Shares10,583 from 7,068
Change+3,515 (+50%)
Value$2.0M (+$1.2M)
Filed 2026-11-06
Catalyst Financial Partners LLC
INCREASED
Shares10,555 from 9,667
Change+888 (+9%)
Value$2.0M (+$846.5K)
Filed 2026-11-06
Ariadne Wealth Management, LP
DECREASED
Shares10,521 from 10,609
Change-88 (-1%)
Value$2.0M (+$730.2K)
Filed 2026-11-06
PDS Planning, Inc
INCREASED
Shares10,520 from 10,081
Change+439 (+4%)
Value$2.0M (+$791.6K)
Filed 2026-11-03
Braeburn Wealth Management LLC
INCREASED
Shares10,519 from 2,655
Change+7,864 (+296%)
Value$2.0M (+$1.7M)
Filed 2026-10-15
Gen-Wealth Partners Inc
DECREASED
Shares10,490 from 10,648
Change-158 (-1%)
Value$2.0M (+$719.9K)
Filed 2026-11-04
First Business Financial Services, Inc.
INCREASED
Shares10,448 from 8,758
Change+1,690 (+19%)
Value$2.0M (+$932.5K)
Filed 2026-10-29
FNY Investment Advisers, LLC
NEW
Shares10,446
Change+10,446
Value$2.0K
Filed 2026-10-16
TD Private Client Wealth LLC
INCREASED
Shares10,424 from 8,884
Change+1,540 (+17%)
Value$1.9M (+$913.3K)
Filed 2026-10-28
Facet Wealth, Inc.
INCREASED
Shares10,412 from 7,682
Change+2,730 (+36%)
Value$1.9M (+$1.1M)
Filed 2026-11-04
Bourne Lent Asset Management Inc
UNCHANGED
Shares10,356 from 10,356
Change0 (0%)
Value$1.9M (+$728.8K)
Filed 2026-11-05
Versant Capital Management, Inc
INCREASED
Shares10,355 from 9,687
Change+668 (+7%)
Value$1.9M (+$806.7K)
Filed 2026-10-02
Bullock Wealth Management Group
INCREASED
Shares10,345 from 10,313
Change+32 (+0%)
Value$2.0M (+$669.3K)
Filed 2026-10-09
Kestra Investment Management, LLC
INCREASED
Shares10,317 from 6,983
Change+3,334 (+48%)
Value$1.9M (+$1.1M)
Filed 2026-11-04
Platform Technology Partners
INCREASED
Shares10,299 from 9,527
Change+772 (+8%)
Value$1.9M (+$814.8K)
Filed 2026-11-02
Millennium Capital Advisors, LLC
UNCHANGED
Shares10,278 from 10,278
Change0 (0%)
Value$1.9M (+$723.4K)
Filed 2026-10-16
Conning Inc.
INCREASED
Shares10,252 from 10,249
Change+3 (+0%)
Value$1.9M (+$721.9K)
Filed 2026-10-27
Kesler, Norman & Wride, LLC
DECREASED
Shares10,154 from 11,103
Change-949 (-9%)
Value$1.9M (+$603.9K)
Filed 2026-11-06
Central Trust Co
INCREASED
Shares10,134 from 9,978
Change+156 (+2%)
Value$1.9M (+$731.4K)
Filed 2026-11-05
Mascagni Wealth Management, Inc.
DECREASED
Shares10,098 from 11,097
Change-999 (-9%)
Value$1.9M (+$594.1K)
Filed 2026-10-23
Probity Advisors, Inc.
INCREASED
Shares10,089 from 9,860
Change+229 (+2%)
Value$1.9M (+$736.8K)
Filed 2026-10-23
Beacon Financial Advisory LLC
INCREASED
Shares10,070 from 10,036
Change+34 (+0%)
Value$1.9M (+$712.7K)
Filed 2026-10-16
Avantax Planning Partners, Inc.
DECREASED
Shares10,059 from 10,932
Change-873 (-8%)
Value$1.9M (+$606.1K)
Filed 2026-11-03
Rare Wolf Capital LLC
DECREASED
Shares10,036 from 10,641
Change-605 (-6%)
Value$1.9M (+$635.7K)
Filed 2026-10-20
Revisor Wealth Management LLC
INCREASED
Shares10,018 from 9,814
Change+204 (+2%)
Value$1.9M (+$723.3K)
Filed 2026-10-20
AGF Management LTD
DECREASED
Shares10,000 from 730,843
Change-720,843 (-99%)
Value$1.9M (-$83.4M)
Filed 2026-11-03
Mitsubishi UFJ Asset Management (UK) Ltd.
DECREASED
Shares10,000 from 13,000
Change-3,000 (-23%)
Value$1.9K (-$1.5M)
Filed 2026-10-22
Formuepleje A/S
DECREASED
Shares9,996 from 12,414
Change-2,418 (-19%)
Value$1.9M (+$421.4K)
Filed 2026-10-15
Promethium Advisors,llc
DECREASED
Shares9,996 from 10,091
Change-95 (-1%)
Value$1.9M (+$692.4K)
Filed 2026-10-19
Triumph Capital Management
DECREASED
Shares9,967 from 12,721
Change-2,754 (-22%)
Value$1.9M (+$380.2K)
Filed 2026-10-14
Clearwater Capital Advisors, LLC
DECREASED
Shares9,957 from 10,689
Change-732 (-7%)
Value$1.9M (+$615.4K)
Filed 2026-11-06
Enzi Wealth
INCREASED
Shares9,931 from 9,831
Change+100 (+1%)
Value$2.1M (+$757.7K)
Filed 2026-10-14
Huntleigh Advisors, Inc.
DECREASED
Shares9,923 from 11,621
Change-1,698 (-15%)
Value$1.9M (+$500.3K)
Filed 2026-11-03
Disciplined Equity Management, Inc.
INCREASED
Shares9,920 from 9,850
Change+70 (+1%)
Value$1.9M (+$706.3K)
Filed 2026-10-14
CGN Advisors LLC
INCREASED
Shares9,897 from 2,693
Change+7,204 (+268%)
Value$1.9M (+$1.5M)
Filed 2026-10-21
Argentarii, LLC
INCREASED
Shares9,896 from 9,874
Change+22 (+0%)
Value$1.9M (+$123.7K)
Filed 2026-10-28
Root Financial Partners, LLC
DECREASED
Shares9,887 from 15,999
Change-6,112 (-38%)
Value$1.8M (-$17.2K)
Filed 2026-10-21
Breakwater Capital Group
NEW
Shares9,855
Change+9,855
Value$1.8M
Filed 2026-10-09
Interchange Capital Partners, LLC
INCREASED
Shares9,812 from 8,639
Change+1,173 (+14%)
Value$1.8M (+$827.4K)
Filed 2026-10-28
Central Pacific Bank - Trust Division
NEW
Shares9,793
Change+9,793
Value$1.8M
Filed 2026-10-06
Corps Capital Advisors, LLC
UNCHANGED
Shares9,744 from 9,744
Change0 (0%)
Value$1.8M (+$685.8K)
Filed 2026-11-05
Focused Wealth Management, Inc
DECREASED
Shares9,729 from 10,170
Change-441 (-4%)
Value$1.8M (+$633.3K)
Filed 2026-10-30
Stablepoint Partners, LLC
DECREASED
Shares9,690 from 9,781
Change-91 (-1%)
Value$1.8M (+$671.4K)
Filed 2026-11-03
Cookson Peirce & Co Inc
DECREASED
Shares9,684 from 10,877
Change-1,193 (-11%)
Value$1.8M (+$542.4K)
Filed 2026-10-30
Inman Jager Wealth Management, LLC
DECREASED
Shares9,676 from 9,753
Change-77 (-1%)
Value$1.8M (+$672.0K)
Filed 2026-11-05
Stonebridge Financial Group, LLC
INCREASED
Shares9,664 from 9,198
Change+466 (+5%)
Value$1.8M (+$734.5K)
Filed 2026-10-01
Vista Investment Partners LLC
INCREASED
Shares9,624 from 9,505
Change+119 (+1%)
Value$1.8M (+$691.2K)
Filed 2026-10-08
Old National Bancorp
INCREASED
Shares9,517 from 7,763
Change+1,754 (+23%)
Value$1.8M (+$874.4K)
Filed 2026-10-20
Brick & Kyle, Associates
UNCHANGED
Shares9,500 from 9,500
Change0 (0%)
Value$1.8M (+$387.3K)
Filed 2026-11-05
BG Investment Services, LLC
NEW
Shares9,499
Change+9,499
Value$1.8M
Filed 2026-10-23
Bradley & Co. Private Wealth Management, LLC
DECREASED
Shares9,462 from 9,556
Change-94 (-1%)
Value$1.8M (+$655.0K)
Filed 2026-10-23
HBW Advisory Services LLC
INCREASED
Shares9,459 from 8,276
Change+1,183 (+14%)
Value$1.8M (+$803.7K)
Filed 2026-10-15
Bria Capital Group, LLC
DECREASED
Shares9,373 from 15,827
Change-6,454 (-41%)
Value$1.8M (-$93.3K)
Filed 2026-10-22
Cyr Financial Inc.
INCREASED
Shares9,346 from 8,924
Change+422 (+5%)
Value$1.7M (+$707.0K)
Filed 2026-10-16
Insight Advisors, LLC/ PA
DECREASED
Shares9,329 from 10,373
Change-1,044 (-10%)
Value$1.7M (+$534.8K)
Filed 2026-10-22
Lexington Hill Partners, LLC
INCREASED
Shares9,317 from 9,176
Change+141 (+2%)
Value$1.7M (+$672.2K)
Filed 2026-10-13
WBH Advisory Inc
DECREASED
Shares9,309 from 9,444
Change-135 (-1%)
Value$1.7M (+$639.4K)
Filed 2026-11-05
Goodman Advisory Group, LLC
NEW
Shares9,268
Change+9,268
Value$1.7M
Filed 2026-11-02
Arta Finance Wealth Management LLC
DECREASED
Shares9,258 from 12,093
Change-2,835 (-23%)
Value$1.7M (+$320.8K)
Filed 2026-10-28
GraniteShares Advisors LLC
DECREASED
Shares9,252 from 10,343
Change-1,091 (-11%)
Value$1.7M (+$523.9K)
Filed 2026-10-29
Kathmere Capital Management, LLC
INCREASED
Shares9,250 from 7,364
Change+1,886 (+26%)
Value$1.7M (+$871.0K)
Filed 2026-10-20
Clay Northam Wealth Management, LLC
INCREASED
Shares9,250 from 9,235
Change+15 (+0%)
Value$1.7M (+$652.8K)
Filed 2026-10-13
Virtue Capital Management, LLC
DECREASED
Shares9,232 from 11,050
Change-1,818 (-16%)
Value$1.7M (+$437.6K)
Filed 2026-10-29
Smart Wealth LLC
INCREASED
Shares9,207 from 4,167
Change+5,040 (+121%)
Value$1.7M (+$1.2M)
Filed 2026-11-04
Optima Capital LLC
INCREASED
Shares9,189 from 9,167
Change+22 (+0%)
Value$1.7M (+$649.3K)
Filed 2026-10-29
Nova Financial LLC
NEW
Shares9,175
Change+9,175
Value$1.7M
Filed 2026-11-04
Abound Wealth Management
INCREASED
Shares9,147 from 7,300
Change+1,847 (+25%)
Value$1.7M (+$859.2K)
Filed 2026-10-26
Absolute Capital Management, LLC
NEW
Shares9,115
Change+9,115
Value$1.7M
Filed 2026-10-16
Tamar Securities, LLC
DECREASED
Shares9,094 from 10,025
Change-931 (-9%)
Value$1.7M (+$531.4K)
Filed 2026-11-03
Bedel Financial Consulting, Inc.
INCREASED
Shares9,089 from 8,614
Change+475 (+6%)
Value$1.7M (+$695.1K)
Filed 2026-11-06
Quadcap Wealth Management, LLC
DECREASED
Shares9,083 from 9,867
Change-784 (-8%)
Value$1.7M (+$547.8K)
Filed 2026-11-02
StrongBox Wealth, LLC
INCREASED
Shares9,077 from 9,041
Change+36 (+0%)
Value$1.7M (+$643.0K)
Filed 2026-11-02
Peachtree Investment Partners, LLC
DECREASED
Shares9,049 from 9,704
Change-655 (-7%)
Value$1.7M (+$560.5K)
Filed 2026-11-05
Olistico Wealth, LLC
DECREASED
Shares9,007 from 9,107
Change-100 (-1%)
Value$1.7M (+$622.2K)
Filed 2026-10-05
Artemis Wealth Advisors, LLC
NEW
Shares9,000
Change+9,000
Value$1.7M
Filed 2026-11-05
Valmark Advisers, Inc.
DECREASED
Shares8,938 from 9,149
Change-211 (-2%)
Value$1.7M (+$604.4K)
Filed 2026-11-06
Intrua Financial, LLC
DECREASED
Shares8,934 from 9,367
Change-433 (-5%)
Value$1.7M (+$578.2K)
Filed 2026-10-28
Wesbanco Bank Inc
DECREASED
Shares8,900 from 10,110
Change-1,210 (-12%)
Value$1.7M (+$485.2K)
Filed 2026-11-04
Worthington Financial Partners, LLC
DECREASED
Shares8,827 from 8,856
Change-29 (0%)
Value$1.7M (+$617.8K)
Filed 2026-10-13
Eagle Wealth Advisors LLC
INCREASED
Shares8,821 from 8,754
Change+67 (+1%)
Value$1.6M (+$628.6K)
Filed 2026-10-20
Philadelphia Trust Co
UNCHANGED
Shares8,815 from 8,815
Change0 (0%)
Value$1.6K (-$1.0M)
Filed 2026-11-05
Lanark Financial, Inc.
INCREASED
Shares8,774 from 7,087
Change+1,687 (+24%)
Value$1.6M (+$814.3K)
Filed 2026-10-26
Angeles Wealth Management, LLC
DECREASED
Shares8,774 from 9,316
Change-542 (-6%)
Value$1.6M (+$554.3K)
Filed 2026-10-26
Visionary Horizons, LLC
INCREASED
Shares8,772 from 8,762
Change+10 (+0%)
Value$1.6M (+$618.7K)
Filed 2026-10-22
Waldron Private Wealth LLC
INCREASED
Shares8,749 from 8,670
Change+79 (+1%)
Value$1.6M (+$625.0K)
Filed 2026-11-02
Titan Investment Management LLC
INCREASED
Shares8,748 from 6,060
Change+2,688 (+44%)
Value$1.6M (+$929.3K)
Filed 2026-10-22
Cornerstone Wealth Group, LLC
INCREASED
Shares8,729 from 7,609
Change+1,120 (+15%)
Value$1.6M (+$745.1K)
Filed 2026-11-02
Hartmann Taylor Wealth Management, LLC
INCREASED
Shares8,707 from 8,342
Change+365 (+4%)
Value$1.6M (+$408.4K)
Filed 2026-10-14
CRA Financial Services, LLC
INCREASED
Shares8,690 from 8,269
Change+421 (+5%)
Value$1.6M (+$660.7K)
Filed 2026-10-16
J. Derek Lewis & Associates Inc.
DECREASED
Shares8,660 from 10,433
Change-1,773 (-17%)
Value$1.6M (+$402.6K)
Filed 2026-11-03
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares8,656 from 7,832
Change+824 (+11%)
Value$1.6M (+$705.3K)
Filed 2026-10-13
Meadowbrook Wealth Management, LLC
DECREASED
Shares8,596 from 10,099
Change-1,503 (-15%)
Value$1.6M (+$338.1K)
Filed 2026-10-08
Vann Equity Management LLC
DECREASED
Shares8,561 from 8,702
Change-141 (-2%)
Value$1.6M (+$586.1K)
Filed 2026-10-08
Southern Financial Group, LLC
DECREASED
Shares8,534 from 11,426
Change-2,892 (-25%)
Value$1.6M (+$263.2K)
Filed 2026-10-30
Curated Wealth Partners LLC
INCREASED
Shares8,500 from 5,196
Change+3,304 (+64%)
Value$1.6M (+$983.7K)
Filed 2026-10-15
Advisor OS, LLC
INCREASED
Shares8,426 from 7,499
Change+927 (+12%)
Value$1.6M (+$701.2K)
Filed 2026-11-03
Aviso Wealth Management
INCREASED
Shares8,414 from 6,389
Change+2,025 (+32%)
Value$1.6M (+$828.4K)
Filed 2026-11-04
First Horizon Corp
INCREASED
Shares8,383 from 8,337
Change+46 (+1%)
Value$1.6M (+$595.4K)
Filed 2026-10-26
Lauer Wealth, LLC
NEW
Shares8,335
Change+8,335
Value$1.7M
Filed 2026-10-13
Harbor Investment Advisory, LLC
INCREASED
Shares8,324 from 5,881
Change+2,443 (+42%)
Value$1.6M (+$870.9K)
Filed 2026-10-13
Gibbs Wealth Management
INCREASED
Shares8,306 from 5,968
Change+2,338 (+39%)
Value$1.6M (+$857.4K)
Filed 2026-10-22
Rhodes Investment Advisors Inc
DECREASED
Shares8,290 from 12,000
Change-3,710 (-31%)
Value$1.6M (+$150.6K)
Filed 2026-10-07
Retireful, LLC
NEW
Shares8,288
Change+8,288
Value$1.6M
Filed 2026-10-09
Hilton Head Capital Partners, LLC
DECREASED
Shares8,287 from 10,661
Change-2,374 (-22%)
Value$1.6M (+$306.3K)
Filed 2026-10-23
BridgePort Financial Solutions, LLC
DECREASED
Shares8,206 from 9,103
Change-897 (-10%)
Value$1.5M (+$472.9K)
Filed 2026-11-02
Allegiance Financial Group Advisory Services LLC
INCREASED
Shares8,193 from 8,056
Change+137 (+2%)
Value$1.5M (+$592.6K)
Filed 2026-11-02
Zullo Investment Group, Inc.
INCREASED
Shares8,177 from 7,986
Change+191 (+2%)
Value$1.5M (+$597.8K)
Filed 2026-10-20
QP Wealth Management, LLC
DECREASED
Shares8,170 from 8,567
Change-397 (-5%)
Value$1.5M (+$528.7K)
Filed 2026-10-20
LVW Advisors, LLC
INCREASED
Shares8,143 from 7,790
Change+353 (+5%)
Value$1.5M (+$614.3K)
Filed 2026-10-19
Resonant Capital Advisors, LLC
INCREASED
Shares8,121 from 7,373
Change+748 (+10%)
Value$1.5M (+$658.8K)
Filed 2026-10-15
KTF Investments, LLC
UNCHANGED
Shares8,065 from 8,065
Change0 (0%)
Value$1.5M (+$567.6K)
Filed 2026-10-23
Royal Palms Capital LLC
INCREASED
Shares8,050 from 5,400
Change+2,650 (+49%)
Value$1.5M (+$875.7K)
Filed 2026-10-23
Revolve Wealth Partners, LLC
INCREASED
Shares8,007 from 6,434
Change+1,573 (+24%)
Value$1.5M (+$747.1K)
Filed 2026-10-23
Brown, Lisle Ings, Inc.
DECREASED
Shares7,948 from 7,979
Change-31 (0%)
Value$1.5M (+$555.8K)
Filed 2026-10-16
Moss Adams Wealth Advisors LLC
DECREASED
Shares7,876 from 8,580
Change-704 (-8%)
Value$1.5M (+$472.2K)
Filed 2026-10-28
BLB&B Advisors, LLC
INCREASED
Shares7,870 from 6,170
Change+1,700 (+28%)
Value$1.5M (+$752.2K)
Filed 2026-10-27
Global Financial Private Client, LLC
INCREASED
Shares7,842 from 7,567
Change+275 (+4%)
Value$1.5M (+$584.0K)
Filed 2026-10-15
SLT Holdings LLC
DECREASED
Shares7,759 from 8,249
Change-490 (-6%)
Value$1.5M (+$488.9K)
Filed 2026-10-15
Old Peak Finance LLC
DECREASED
Shares7,741 from 7,958
Change-217 (-3%)
Value$1.4M (+$519.5K)
Filed 2026-11-02
Account Management LLC
NEW
Shares7,700
Change+7,700
Value$1.4M
Filed 2026-11-04
Key Client Fiduciary Advisors, LLC
DECREASED
Shares7,667 from 8,386
Change-719 (-9%)
Value$1.4M (+$455.7K)
Filed 2026-10-19
Westover Capital Advisors, LLC
INCREASED
Shares7,646 from 7,200
Change+446 (+6%)
Value$1.4M (+$590.2K)
Filed 2026-10-26
Candriam S.C.A.
UNCHANGED
Shares7,549 from 7,549
Change0 (0%)
Value$1.4M (+$537.3K)
Filed 2026-11-03
Coquina Private Wealth LLC
DECREASED
Shares7,534 from 7,584
Change-50 (-1%)
Value$1.4M (+$524.4K)
Filed 2026-10-27
Terra Nova Asset Management LLC
NEW
Shares7,530
Change+7,530
Value$1.4M
Filed 2026-10-13
Sheets Smith Wealth Management
DECREASED
Shares7,517 from 13,695
Change-6,178 (-45%)
Value$1.4M (-$191.7K)
Filed 2026-10-16
Jefferson Bridge Capital, LLC
UNCHANGED
Shares7,437 from 7,437
Change0 (0%)
Value$1.4M (+$523.4K)
Filed 2026-11-06
Stackstone Wealth, LLC
NEW
Shares7,419
Change+7,419
Value$1.4M
Filed 2026-10-19
BayBridge Capital Group, LLC
DECREASED
Shares7,390 from 14,360
Change-6,970 (-49%)
Value$1.4M (-$293.1K)
Filed 2026-10-13
Foster Victor Wealth Advisors, LLC
INCREASED
Shares7,389 from 6,342
Change+1,047 (+17%)
Value$1.4M (+$586.5K)
Filed 2026-10-21
Ashton Thomas Securities, LLC
INCREASED
Shares7,375 from 5,086
Change+2,289 (+45%)
Value$1.4M (+$789.4K)
Filed 2026-10-26
Clear Harbor Asset Management, LLC
DECREASED
Shares7,365 from 7,899
Change-534 (-7%)
Value$1.4M (+$456.0K)
Filed 2026-11-05
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
INCREASED
Shares7,330 from 2,353
Change+4,977 (+212%)
Value$1.4M (+$1.1M)
Filed 2026-11-06
Oslo Pensjonsforsikring AS
INCREASED
Shares7,319 from 6,840
Change+479 (+7%)
Value$1.4M (+$571.0K)
Filed 2026-10-15
Hourglass Capital, LLC
DECREASED
Shares7,250 from 8,500
Change-1,250 (-15%)
Value$1.4M (+$364.4K)
Filed 2026-10-26
Victrix Investment Advisors
INCREASED
Shares7,207 from 6,910
Change+297 (+4%)
Value$1.3M (+$541.9K)
Filed 2026-10-13
CFS Investment Advisory Services, LLC
INCREASED
Shares7,193 from 6,992
Change+201 (+3%)
Value$1.4M (+$477.5K)
Filed 2026-10-19
Archer Investment Corp
DECREASED
Shares7,192 from 7,648
Change-456 (-6%)
Value$1.3M (+$453.0K)
Filed 2026-11-05
J.Safra Asset Management Corp
INCREASED
Shares7,187 from 6,476
Change+711 (+11%)
Value$1.3M (+$588.8K)
Filed 2026-11-03
Watershed Private Wealth LLC
INCREASED
Shares7,159 from 4,255
Change+2,904 (+68%)
Value$1.3M (+$842.7K)
Filed 2026-10-30
Cornerstone Advisory, LLC
DECREASED
Shares7,062 from 8,319
Change-1,257 (-15%)
Value$1.3M (+$350.4K)
Filed 2026-11-06
Avondale Wealth Management
DECREASED
Shares7,013 from 8,913
Change-1,900 (-21%)
Value$1.3M (+$271.9K)
Filed 2026-10-15
Cypress Wealth Services, LLC
INCREASED
Shares7,003 from 6,998
Change+5 (+0%)
Value$1.3M (+$528.6K)
Filed 2026-10-21
Spirit of America Management Corp
UNCHANGED
Shares7,000 from 7,000
Change0 (0%)
Value$1.3M (+$492.7K)
Filed 2026-10-14
Little House Capital LLC
DECREASED
Shares6,986 from 7,044
Change-58 (-1%)
Value$1.3M (+$484.9K)
Filed 2026-11-06
Income Insurance Ltd
UNCHANGED
Shares6,910 from 6,910
Change0 (0%)
Value$1.3M (+$486.3K)
Filed 2026-10-21
Noble Wealth Management PBC
DECREASED
Shares6,908 from 6,925
Change-17 (0%)
Value$1.3M (+$484.2K)
Filed 2026-10-01
Genus Capital Management Inc.
NEW
Shares6,900
Change+6,900
Value$1.3M
Filed 2026-11-04
WealthPLAN Partners, LLC
INCREASED
Shares6,890 from 6,737
Change+153 (+2%)
Value$1.3M (+$502.8K)
Filed 2026-10-15
Legacy Capital Wealth Partners, LLC
INCREASED
Shares6,840 from 6,487
Change+353 (+5%)
Value$1.3M (+$522.6K)
Filed 2026-10-21
Cogent Strategic Wealth LLC
DECREASED
Shares6,828 from 7,496
Change-668 (-9%)
Value$1.3M (+$402.6K)
Filed 2026-10-22
Elevatus Welath Management
INCREASED
Shares6,806 from 6,795
Change+11 (+0%)
Value$1.3M (+$480.3K)
Filed 2026-10-19
M&G Plc
DECREASED
Shares6,780 from 9,346
Change-2,566 (-27%)
Value$1.3M (+$174.4K)
Filed 2026-11-04
Glenview Trust Co
INCREASED
Shares6,777 from 6,081
Change+696 (+11%)
Value$1.3M (+$558.2K)
Filed 2026-10-28
Next Level Wealth Planning, LLC
DECREASED
Shares6,769 from 6,800
Change-31 (0%)
Value$1.3M (+$472.8K)
Filed 2026-10-29
Swiss RE LTD
INCREASED
Shares6,768 from 4,118
Change+2,650 (+64%)
Value$1.3M (+$785.5K)
Filed 2026-11-06
Robertson Stephens Wealth Management, LLC
INCREASED
Shares6,726 from 6,353
Change+373 (+6%)
Value$1.3M (+$516.8K)
Filed 2026-10-16
Navigation Group, LLC
INCREASED
Shares6,716 from 5,216
Change+1,500 (+29%)
Value$1.3M (+$647.7K)
Filed 2026-10-28
Walser Wealth Management Company, A Ltd Liability Co
INCREASED
Shares6,715 from 6,481
Change+234 (+4%)
Value$1.3M (+$500.0K)
Filed 2026-10-15
Equity Wealth Partners, LLC
DECREASED
Shares6,710 from 6,777
Change-67 (-1%)
Value$1.3M (+$464.4K)
Filed 2026-10-26
Counterpoint Mutual Funds LLC
NEW
Shares6,708
Change+6,708
Value$1.3M
Filed 2026-10-16
Echo45 Advisors LLC
NEW
Shares6,706
Change+6,706
Value$1.3M
Filed 2026-10-07
Strategy Asset Managers LLC
DECREASED
Shares6,690 from 15,214
Change-8,524 (-56%)
Value$1.3M (-$523.7K)
Filed 2026-10-14
Worth Asset Management, LLC
INCREASED
Shares6,681 from 3,934
Change+2,747 (+70%)
Value$1.2M (+$790.7K)
Filed 2026-10-07
Caitong International Asset Management Co., Ltd
NEW
Shares6,679
Change+6,679
Value$1.2M
Filed 2026-10-29
Thor Trading Advisors, LLC
INCREASED
Shares6,654 from 2,176
Change+4,478 (+206%)
Value$1.2M (+$990.8K)
Filed 2026-11-05
Shaker Investments LLC
NEW
Shares6,645
Change+6,645
Value$1.2M
Filed 2026-11-05
BXM Wealth LLC
INCREASED
Shares6,618 from 6,603
Change+15 (+0%)
Value$1.2M (+$467.5K)
Filed 2026-11-03
Trek Financial, LLC
INCREASED
Shares6,573 from 6,102
Change+471 (+8%)
Value$1.2M (+$517.6K)
Filed 2026-10-29
Summit Wealth Group LLC / Co
INCREASED
Shares6,568 from 4,124
Change+2,444 (+59%)
Value$1.2M (+$747.4K)
Filed 2026-10-29
AGH Wealth Advisors, LLC
DECREASED
Shares6,537 from 6,593
Change-56 (-1%)
Value$1.2M (+$453.5K)
Filed 2026-10-26
Balefire, LLC
INCREASED
Shares6,493 from 5,445
Change+1,048 (+19%)
Value$1.2M (+$579.2K)
Filed 2026-10-09
Gainplan LLC
INCREASED
Shares6,482 from 2,800
Change+3,682 (+132%)
Value$1.2M (+$885.8K)
Filed 2026-10-09
Legacy Wealth Asset Management, LLC
DECREASED
Shares6,480 from 7,385
Change-905 (-12%)
Value$1.2M (+$350.5K)
Filed 2026-10-09
JB Capital LLC
INCREASED
Shares6,467 from 6,455
Change+12 (+0%)
Value$1.2M (+$456.5K)
Filed 2026-10-19
Concord Wealth Partners
INCREASED
Shares6,452 from 5,904
Change+548 (+9%)
Value$1.2M (+$517.9K)
Filed 2026-11-02
Family Investment Center, Inc.
INCREASED
Shares6,451 from 4,030
Change+2,421 (+60%)
Value$1.2M (+$736.5K)
Filed 2026-10-19
Wright Investors Service Inc
INCREASED
Shares6,439 from 4,144
Change+2,295 (+55%)
Value$1.2M (+$720.9K)
Filed 2026-11-02
Lodestone Wealth Management LLC
INCREASED
Shares6,382 from 6,257
Change+125 (+2%)
Value$1.2M (+$463.8K)
Filed 2026-10-14
Cromwell Holdings LLC
DECREASED
Shares6,364 from 7,385
Change-1,021 (-14%)
Value$1.2M (+$328.8K)
Filed 2026-10-28
Strategic Wealth Investment Group, LLC
DECREASED
Shares6,344 from 6,871
Change-527 (-8%)
Value$1.2M (+$385.0K)
Filed 2026-10-29
Themes Management Co LLC
DECREASED
Shares6,330 from 9,285
Change-2,955 (-32%)
Value$1.2M (+$100.7K)
Filed 2026-10-29
Pachira Investments Inc.
DECREASED
Shares6,321 from 9,284
Change-2,963 (-32%)
Value$1.2M (+$99.2K)
Filed 2026-10-14
Yoder Wealth Management, Inc.
INCREASED
Shares6,321 from 6,294
Change+27 (+0%)
Value$1.2M (+$448.0K)
Filed 2026-10-13
JGP Wealth Management, LLC
INCREASED
Shares6,317 from 6,090
Change+227 (+4%)
Value$1.2M (+$471.2K)
Filed 2026-10-13
Relyea Zuckerberg Hanson LLC
INCREASED
Shares6,315 from 5,621
Change+694 (+12%)
Value$1.2M (+$525.4K)
Filed 2026-10-20
TigerOak Management, L.L.C.
INCREASED
Shares6,271 from 5,729
Change+542 (+9%)
Value$1.2M (+$504.6K)
Filed 2026-10-23
Adell Harriman & Carpenter Inc
DECREASED
Shares6,252 from 6,912
Change-660 (-10%)
Value$1.2M (+$363.0K)
Filed 2026-11-02
LFG Wealth Partners, LLC
NEW
Shares6,244
Change+6,244
Value$1.2M
Filed 2026-10-28
SmartHarvest Portfolios, LLC
DECREASED
Shares6,236 from 7,674
Change-1,438 (-19%)
Value$1.2M (+$271.1K)
Filed 2026-10-26
One Way Holdings LLC
DECREASED
Shares6,234 from 6,538
Change-304 (-5%)
Value$1.2M (+$403.3K)
Filed 2026-10-29
Mcdonald Partners LLC
INCREASED
Shares6,229 from 5,995
Change+234 (+4%)
Value$1.2M (+$465.7K)
Filed 2026-11-03
Schorn Wealth LLC
UNCHANGED
Shares6,218 from 6,218
Change0 (0%)
Value$1.2M (+$437.6K)
Filed 2026-10-14
Capital Management Associates, Inc
INCREASED
Shares6,216 from 6,125
Change+91 (+1%)
Value$1.2M (+$448.1K)
Filed 2026-10-20
Fortune 45 LLC
INCREASED
Shares6,214 from 5,841
Change+373 (+6%)
Value$1.2M (+$481.1K)
Filed 2026-10-14
StoneCrest Wealth Management, Inc.
INCREASED
Shares6,196 from 6,023
Change+173 (+3%)
Value$1.2M (+$456.3K)
Filed 2026-11-03
Fortress Financial Solutions, LLC
NEW
Shares6,195
Change+6,195
Value$1.2M
Filed 2026-10-14
Barings LLC
INCREASED
Shares6,193 from 4,183
Change+2,010 (+48%)
Value$1.2M (+$670.4K)
Filed 2026-10-22
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares6,164 from 6,098
Change+66 (+1%)
Value$1.2M (+$441.5K)
Filed 2026-10-27
Golden Reserve Retirement LLC
INCREASED
Shares6,120 from 4,202
Change+1,918 (+46%)
Value$1.1M (+$654.5K)
Filed 2026-11-02
Taylor Financial Group, Inc.
DECREASED
Shares6,112 from 7,137
Change-1,025 (-14%)
Value$1.1M (+$310.6K)
Filed 2026-11-02
Midwest Professional Planners, Ltd.
DECREASED
Shares6,097 from 6,107
Change-10 (0%)
Value$1.1M (+$428.0K)
Filed 2026-10-29
Occidental Asset Management, LLC
INCREASED
Shares6,091 from 4,318
Change+1,773 (+41%)
Value$1.1M (+$635.5K)
Filed 2026-11-05
Dudley Capital Management, LLC
INCREASED
Shares6,070 from 5,570
Change+500 (+9%)
Value$1.1M (+$485.5K)
Filed 2026-10-23
Keudell ison Wealth Management
UNCHANGED
Shares6,065 from 6,065
Change0 (0%)
Value$1.1M (+$426.9K)
Filed 2026-10-16
Certior Financial Group, LLC
DECREASED
Shares6,054 from 6,201
Change-147 (-2%)
Value$1.1M (+$408.9K)
Filed 2026-10-19
Private Client Services, LLC
DECREASED
Shares6,035 from 6,099
Change-64 (-1%)
Value$1.1M (+$417.3K)
Filed 2026-10-02
Turning Point Benefit Group, Inc.
NEW
Shares6,018
Change+6,018
Value$1.1M
Filed 2026-10-28
Commonwealth Financial Services, LLC
DECREASED
Shares6,018 from 6,233
Change-215 (-3%)
Value$1.1M (+$398.5K)
Filed 2026-10-20
Abel Hall, LLC
INCREASED
Shares6,001 from 2,179
Change+3,822 (+175%)
Value$1.1M (+$868.3K)
Filed 2026-10-19
Concord Asset Management, LLC
INCREASED
Shares5,986 from 5,084
Change+902 (+18%)
Value$1.1M (+$526.5K)
Filed 2026-11-02
JBR Co Financial Management Inc
DECREASED
Shares5,983 from 6,063
Change-80 (-1%)
Value$752.2K (+$44.9K)
Filed 2026-10-13
GK Wealth Management LLC
NEW
Shares5,981
Change+5,981
Value$1.1M
Filed 2026-10-09
Traphagen Investment Advisors LLC
DECREASED
Shares5,976 from 6,007
Change-31 (-1%)
Value$1.1M (+$417.0K)
Filed 2026-10-14
Rational Advisors, Inc.
INCREASED
Shares5,962 from 873
Change+5,089 (+583%)
Value$1.1M (+$1.0M)
Filed 2026-11-02
Eastern Bank
INCREASED
Shares5,961 from 5,688
Change+273 (+5%)
Value$1.1M (+$451.4K)
Filed 2026-10-05
Childress Capital Advisors, LLC
INCREASED
Shares5,945 from 5,499
Change+446 (+8%)
Value$1.1M (+$470.4K)
Filed 2026-10-28
Verity Asset Management, Inc.
DECREASED
Shares5,939 from 8,833
Change-2,894 (-33%)
Value$1.1M (+$80.3K)
Filed 2026-10-30
Ring Mountain Capital, LLC
INCREASED
Shares5,931 from 5,871
Change+60 (+1%)
Value$1.1M (+$424.4K)
Filed 2026-10-13
Elyxium Wealth, LLC
INCREASED
Shares5,922 from 5,412
Change+510 (+9%)
Value$1.1M (+$476.3K)
Filed 2026-10-27
Roman Butler Fullerton & Co
INCREASED
Shares5,916 from 5,764
Change+152 (+3%)
Value$1.1M (+$399.2K)
Filed 2026-10-27
Melfa Wealth Management, Inc.
INCREASED
Shares5,914 from 5,644
Change+270 (+5%)
Value$1.1M (+$447.7K)
Filed 2026-11-06
Zega Investments, LLC
DECREASED
Shares5,901 from 11,079
Change-5,178 (-47%)
Value$1.1M (-$188.8K)
Filed 2026-11-04
Beacon Financial Group
INCREASED
Shares5,874 from 4,881
Change+993 (+20%)
Value$1.1M (+$529.3K)
Filed 2026-10-19
Hohimer Wealth Management, LLC
DECREASED
Shares5,872 from 6,157
Change-285 (-5%)
Value$1.1M (+$380.0K)
Filed 2026-11-04
LeConte Wealth Management, LLC
DECREASED
Shares5,841 from 7,160
Change-1,319 (-18%)
Value$1.1M (+$257.2K)
Filed 2026-10-20
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares5,841 from 5,841
Change0 (0%)
Value$681.5K ($0)
Filed 2026-11-03
Core Wealth Partners LLC
DECREASED
Shares5,833 from 8,467
Change-2,634 (-31%)
Value$1.1M (+$103.3K)
Filed 2026-11-02
Physicians Financial Services, Inc.
INCREASED
Shares5,817 from 5,404
Change+413 (+8%)
Value$1.1K (-$628.9K)
Filed 2026-11-04
Western Pacific Wealth Management, LP
INCREASED
Shares5,798 from 5,748
Change+50 (+1%)
Value$1.1M (+$413.9K)
Filed 2026-10-16
Atlas Brown,Inc.
DECREASED
Shares5,794 from 6,027
Change-233 (-4%)
Value$1.1M (+$380.6K)
Filed 2026-10-09
Integrity Advisory Solutions, LLC
DECREASED
Shares5,785 from 6,093
Change-308 (-5%)
Value$1.1M (+$371.4K)
Filed 2026-10-29
Vigilare Wealth Management
DECREASED
Shares5,723 from 6,074
Change-351 (-6%)
Value$1.1M (+$361.8K)
Filed 2026-10-29
Doliver Advisors, LP
NEW
Shares5,719
Change+5,719
Value$1.1M
Filed 2026-10-01
Westside Investment Management, Inc.
INCREASED
Shares5,688 from 4,938
Change+750 (+15%)
Value$1.1M (+$494.0K)
Filed 2026-11-02
Baldwin Wealth Partners LLC
NEW
Shares5,687
Change+5,687
Value$1.1M
Filed 2026-10-13
Beverly Hills Private Wealth, LLC
INCREASED
Shares5,686 from 5,037
Change+649 (+13%)
Value$1.1M (+$475.9K)
Filed 2026-11-04
Anchyra Partners LLC
INCREASED
Shares5,683 from 4,582
Change+1,101 (+24%)
Value$1.1M (+$528.4K)
Filed 2026-10-13
North Star Investment Management Corp.
INCREASED
Shares5,676 from 5,650
Change+26 (+0%)
Value$1.1M (+$402.5K)
Filed 2026-10-27
Grey Ledge Advisors, LLC
DECREASED
Shares5,676 from 5,680
Change-4 (0%)
Value$1.1M (+$399.0K)
Filed 2026-11-02
Clarity Wealth Advisors, LLC
INCREASED
Shares5,626 from 5,445
Change+181 (+3%)
Value$1.1M (+$417.1K)
Filed 2026-10-21
Dale Q Rice Investment Management Ltd
DECREASED
Shares5,618 from 5,955
Change-337 (-6%)
Value$1.1M (+$356.1K)
Filed 2026-10-09
Kennedy Investment Group, Inc.
NEW
Shares5,580
Change+5,580
Value$1.0M
Filed 2026-10-21
Crumly & Associates Inc.
INCREASED
Shares5,580 from 5,139
Change+441 (+9%)
Value$1.0M (+$444.2K)
Filed 2026-10-07
Werba Rubin Papier Wealth Management
INCREASED
Shares5,576 from 3,915
Change+1,661 (+42%)
Value$1.0M (+$586.2K)
Filed 2026-11-06
Trust Co of Toledo NA
INCREASED
Shares5,576 from 5,499
Change+77 (+1%)
Value$1.0M (+$401.4K)
Filed 2026-10-16
Gilliland Jeter Wealth Management LLC
INCREASED
Shares5,554 from 5,162
Change+392 (+8%)
Value$1.0M (+$436.6K)
Filed 2026-10-28
Flagship Wealth Advisors, LLC
UNCHANGED
Shares5,550 from 5,550
Change0 (0%)
Value$1.0M (+$390.6K)
Filed 2026-11-03
Omega Financial Group, LLC
INCREASED
Shares5,511 from 5,506
Change+5 (+0%)
Value$1.0M (+$388.4K)
Filed 2026-10-29
Guyasuta Investment Advisors Inc
INCREASED
Shares5,470 from 5,465
Change+5 (+0%)
Value$1.0M (+$385.6K)
Filed 2026-10-15
Independence Bank of Kentucky
DECREASED
Shares5,465 from 5,663
Change-198 (-3%)
Value$1.0M (+$361.5K)
Filed 2026-10-26
Haven Private, LLC
INCREASED
Shares5,443 from 5,423
Change+20 (+0%)
Value$1.0M (+$385.4K)
Filed 2026-10-27
3Chopt Investment Partners, LLC
INCREASED
Shares5,427 from 3,360
Change+2,067 (+62%)
Value$1.0M (+$623.1K)
Filed 2026-10-30
Kaizen Financial Strategies
DECREASED
Shares5,390 from 5,515
Change-125 (-2%)
Value$1.0M (+$314.8K)
Filed 2026-10-09
Mosley Wealth Management
DECREASED
Shares5,386 from 5,720
Change-334 (-6%)
Value$1.1M (+$412.5K)
Filed 2026-10-16
Stiles Financial Services Inc
INCREASED
Shares5,385 from 4,719
Change+666 (+14%)
Value$1.0M (+$456.7K)
Filed 2026-10-30
Foguth Wealth Management, Llc.
DECREASED
Shares5,354 from 5,412
Change-58 (-1%)
Value$996.0K (+$266.2K)
Filed 2026-10-19
Roger Wittlin Investment Advisory, LLC
UNCHANGED
Shares5,336 from 5,336
Change0 (0%)
Value$998.1K (+$375.5K)
Filed 2026-10-19
Arlington Capital Management Inc
INCREASED
Shares5,326 from 5,235
Change+91 (+2%)
Value$996.2K (+$385.5K)
Filed 2026-10-30
Asahi Life Asset Management Co., Ltd.
INCREASED
Shares5,319 from 4,531
Change+788 (+17%)
Value$994.9K (+$466.3K)
Filed 2026-11-06
McGlone Suttner Wealth Management, Inc.
INCREASED
Shares5,310 from 5,087
Change+223 (+4%)
Value$993.2K (+$399.7K)
Filed 2026-10-13
Cypress Capital Group
INCREASED
Shares5,286 from 4,000
Change+1,286 (+32%)
Value$988.7K (+$522.1K)
Filed 2026-11-03
PKS Advisory Services, LLC
UNCHANGED
Shares5,286 from 5,286
Change0 (0%)
Value$616.7K ($0)
Filed 2026-10-26
Fairscale Capital, LLC
INCREASED
Shares5,281 from 5,221
Change+60 (+1%)
Value$972.3K (+$363.2K)
Filed 2026-11-04
Advisortrust Partners, LLC
INCREASED
Shares5,252 from 4,677
Change+575 (+12%)
Value$982.4K (+$436.7K)
Filed 2026-11-02
MRA Advisory Group
DECREASED
Shares5,243 from 5,259
Change-16 (0%)
Value$980.7K (+$367.1K)
Filed 2026-10-07
Rossby Financial, LCC
INCREASED
Shares5,235 from 4,458
Change+777 (+17%)
Value$979.2K (+$459.1K)
Filed 2026-11-05
Klingman & Associates, LLC
INCREASED
Shares5,229 from 4,500
Change+729 (+16%)
Value$978.1K (+$453.1K)
Filed 2026-10-20
NavPoint Financial, Inc.
UNCHANGED
Shares5,224 from 5,224
Change0 (0%)
Value$977.1K (+$367.7K)
Filed 2026-10-21
Consilium Wealth Advisory, LLC
DECREASED
Shares5,206 from 5,332
Change-126 (-2%)
Value$973.8K (+$351.7K)
Filed 2026-10-14
Simon Quick Advisors, LLC
INCREASED
Shares5,204 from 2,923
Change+2,281 (+78%)
Value$973.4K (+$632.4K)
Filed 2026-10-26
Mcrae Capital Management Inc
INCREASED
Shares5,200 from 5,050
Change+150 (+3%)
Value$972.7K (+$383.5K)
Filed 2026-10-15
Cornerstone National Bank & Trust Co
UNCHANGED
Shares5,197 from 5,197
Change0 (0%)
Value$987.6K (+$334.2K)
Filed 2026-10-20
Quantum Financial Partners LLC
DECREASED
Shares5,191 from 5,336
Change-145 (-3%)
Value$971.0K (+$348.4K)
Filed 2026-10-19
SkyOak Wealth, LLC
DECREASED
Shares5,184 from 8,682
Change-3,498 (-40%)
Value$969.7K (-$43.3K)
Filed 2026-10-28
TritonPoint Partners, LLC
DECREASED
Shares5,174 from 7,226
Change-2,052 (-28%)
Value$967.8K (+$124.7K)
Filed 2026-11-05
Crown Wealth Group, LLC
INCREASED
Shares5,173 from 5,060
Change+113 (+2%)
Value$967.6K (+$377.3K)
Filed 2026-10-19
Plancorp, LLC
INCREASED
Shares5,157 from 3,669
Change+1,488 (+41%)
Value$949.5K (+$472.3K)
Filed 2026-11-03
DDD Partners, LLC
DECREASED
Shares5,155 from 5,693
Change-538 (-9%)
Value$964.2K (+$300.0K)
Filed 2026-11-02
Garrett Wealth Advisory Group, LLC
INCREASED
Shares5,147 from 4,671
Change+476 (+10%)
Value$962.7K (+$417.8K)
Filed 2026-10-22
Signature Wealth Management Partners, LLC
INCREASED
Shares5,140 from 5,089
Change+51 (+1%)
Value$961.4K (+$367.7K)
Filed 2026-10-21
Journey Advisory Group, LLC
INCREASED
Shares5,135 from 5,105
Change+30 (+1%)
Value$960.5K (+$364.9K)
Filed 2026-11-04
MBL Wealth, LLC
INCREASED
Shares5,134 from 2,771
Change+2,363 (+85%)
Value$960.4K (+$637.1K)
Filed 2026-10-22
Thoma Capital Management LLC
DECREASED
Shares5,133 from 5,485
Change-352 (-6%)
Value$960.1K (+$320.2K)
Filed 2026-10-19
MN Wealth Advisors, LLC
DECREASED
Shares5,127 from 5,188
Change-61 (-1%)
Value$959.0K (+$353.7K)
Filed 2026-10-23
Redhawk Wealth Advisors, Inc.
DECREASED
Shares5,103 from 6,228
Change-1,125 (-18%)
Value$954.5K (+$227.9K)
Filed 2026-10-14
Mesirow Financial Investment Management, Inc.
INCREASED
Shares5,099 from 5,090
Change+9 (+0%)
Value$953.8K (+$359.9K)
Filed 2026-11-05
Provenance Wealth Advisors, LLC
INCREASED
Shares5,097 from 123
Change+4,974 (+4044%)
Value$953.4K (+$939.0K)
Filed 2026-10-30
Monument Capital Management
DECREASED
Shares5,095 from 5,156
Change-61 (-1%)
Value$953.0K (+$351.5K)
Filed 2026-10-09
HCR Wealth Advisors
DECREASED
Shares5,079 from 6,639
Change-1,560 (-23%)
Value$950.0K (+$175.5K)
Filed 2026-10-15
Latitude Advisors, LLC
DECREASED
Shares5,070 from 5,164
Change-94 (-2%)
Value$948.3K (+$345.9K)
Filed 2026-10-27
Thrive Wealth Management, LLC
INCREASED
Shares5,065 from 4,824
Change+241 (+5%)
Value$947.4K (+$384.6K)
Filed 2026-10-13
MSH Capital Advisors LLC
INCREASED
Shares5,064 from 4,996
Change+68 (+1%)
Value$947.2K (+$364.3K)
Filed 2026-11-03
apricus wealth, LLC
UNCHANGED
Shares5,050 from 5,050
Change0 (0%)
Value$944.6K (+$355.4K)
Filed 2026-10-26
Impact Capital Partners LLC
INCREASED
Shares5,041 from 4,336
Change+705 (+16%)
Value$942.9K (+$437.0K)
Filed 2026-10-22
Blume Capital Management, Inc.
INCREASED
Shares5,040 from 5,030
Change+10 (+0%)
Value$942.7K (+$355.9K)
Filed 2026-10-26
Wakefield Asset Management Lllp
INCREASED
Shares5,029 from 5,005
Change+24 (+0%)
Value$940.7K (+$356.7K)
Filed 2026-11-05
Pinion Investment Advisors, LLC
DECREASED
Shares5,024 from 5,321
Change-297 (-6%)
Value$939.7K (+$318.9K)
Filed 2026-11-04
Acorn Wealth Advisors, LLC
INCREASED
Shares5,018 from 4,657
Change+361 (+8%)
Value$938.6K (+$395.2K)
Filed 2026-10-19
Christensen, King & Associates Investment Services, Inc.
INCREASED
Shares5,012 from 4,962
Change+50 (+1%)
Value$937.5K (+$358.6K)
Filed 2026-10-22
Compass Wealth Management, LLC
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$935.3K (+$351.9K)
Filed 2026-10-30
S-Bank Fund Management Ltd
INCREASED
Shares4,972 from 4,731
Change+241 (+5%)
Value$930.0K (+$378.0K)
Filed 2026-11-06
Northeast Investment Management
DECREASED
Shares4,924 from 6,160
Change-1,236 (-20%)
Value$921.0K (+$202.3K)
Filed 2026-10-30
Providence First Trust Co
NEW
Shares4,918
Change+4,918
Value$919.9K
Filed 2026-11-02
Fulcrum Equity Management
INCREASED
Shares4,916 from 4,129
Change+787 (+19%)
Value$919.6K (+$437.9K)
Filed 2026-10-21
WPG Advisers, LLC
INCREASED
Shares4,915 from 4,285
Change+630 (+15%)
Value$919.4K (+$419.4K)
Filed 2026-10-27
truNorth Financial Services, Inc.
INCREASED
Shares4,914 from 4,849
Change+65 (+1%)
Value$919.2K (+$353.4K)
Filed 2026-11-06
Walkner Condon Financial Advisors LLC
DECREASED
Shares4,899 from 5,128
Change-229 (-4%)
Value$916.3K (+$318.1K)
Filed 2026-11-02
SYM Financial Corp
INCREASED
Shares4,898 from 4,238
Change+660 (+16%)
Value$916.1K (+$421.7K)
Filed 2026-10-26
Signature Equity Partners, LLC
INCREASED
Shares4,893 from 2,576
Change+2,317 (+90%)
Value$915.2K (+$614.7K)
Filed 2026-10-29
Falcon Wealth Planning
INCREASED
Shares4,872 from 4,686
Change+186 (+4%)
Value$911.3K (+$364.6K)
Filed 2026-11-06
Insight Wealth Strategies, LLC
DECREASED
Shares4,871 from 4,997
Change-126 (-3%)
Value$911.1K (+$282.8K)
Filed 2026-10-09
Signature Estate & Investment Advisors LLC
INCREASED
Shares4,834 from 4,444
Change+390 (+9%)
Value$904.4K (+$385.4K)
Filed 2026-10-13
Wiregrass Investment Management LLC
DECREASED
Shares4,830 from 5,199
Change-369 (-7%)
Value$903.4K (+$296.9K)
Filed 2026-11-05
Wilmington Savings Fund Society, FSB
INCREASED
Shares4,824 from 4,799
Change+25 (+1%)
Value$902.3K (+$342.4K)
Filed 2026-10-23
Succession Financial, Inc.
INCREASED
Shares4,815 from 2,066
Change+2,749 (+133%)
Value$900.6K (+$659.6K)
Filed 2026-10-14
Endowment Wealth Management, Inc.
DECREASED
Shares4,814 from 4,870
Change-56 (-1%)
Value$900.5K (+$332.4K)
Filed 2026-11-03
Koshinski Asset Management, Inc.
DECREASED
Shares4,800 from 4,844
Change-44 (-1%)
Value$897.9K (+$332.7K)
Filed 2026-10-29
Smith Group Asset Management, LLC
DECREASED
Shares4,798 from 5,025
Change-227 (-5%)
Value$897.5K (+$311.2K)
Filed 2026-10-27
State of Wyoming
DECREASED
Shares4,779 from 9,570
Change-4,791 (-50%)
Value$893.9K (-$222.6K)
Filed 2026-10-28
Intelligence Driven Advisers, LLC
DECREASED
Shares4,761 from 4,924
Change-163 (-3%)
Value$890.6K (+$316.1K)
Filed 2026-10-09
Edge Wealth Management LLC
DECREASED
Shares4,754 from 4,759
Change-5 (0%)
Value$894.8K (+$339.6K)
Filed 2026-10-13
VUB Generali dochodkova spravcovska spolocnost, a.s.
UNCHANGED
Shares4,730 from 4,730
Change0 (0%)
Value$884.7K (+$332.9K)
Filed 2026-10-26
Southland Equity Partners LLC
INCREASED
Shares4,724 from 4,093
Change+631 (+15%)
Value$883.6K (+$406.1K)
Filed 2026-10-14
Allen Capital Group, LLC
INCREASED
Shares4,722 from 4,098
Change+624 (+15%)
Value$883.3K (+$405.1K)
Filed 2026-10-27
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares4,682 from 4,682
Change0 (0%)
Value$875.8K (+$329.5K)
Filed 2026-10-26
Oak Harvest Investment Services
DECREASED
Shares4,675 from 4,730
Change-55 (-1%)
Value$874.5K (+$322.6K)
Filed 2026-10-20
Toth Financial Advisory Corp
INCREASED
Shares4,671 from 737
Change+3,934 (+534%)
Value$873.7K (+$787.7K)
Filed 2026-10-08
Mattern Capital Management, LLC
DECREASED
Shares4,661 from 4,697
Change-36 (-1%)
Value$871.8K (+$323.8K)
Filed 2026-11-02
V-Square Quantitative Management LLC
INCREASED
Shares4,655 from 4,221
Change+434 (+10%)
Value$870.7K (+$378.3K)
Filed 2026-10-15
Gilpin Wealth Management, LLC
DECREASED
Shares4,624 from 5,680
Change-1,056 (-19%)
Value$864.9K (+$202.2K)
Filed 2026-10-09
Foundation Wealth Management, LLC
UNCHANGED
Shares4,620 from 4,620
Change0 (0%)
Value$864.2K (+$325.2K)
Filed 2026-10-22
Clientfirst Wealth Management, LLC
UNCHANGED
Shares4,580 from 4,580
Change0 (0%)
Value$856.7K (+$322.3K)
Filed 2026-11-04
Alessandra Capital Management, LLC
DECREASED
Shares4,574 from 5,531
Change-957 (-17%)
Value$855.6K (+$210.3K)
Filed 2026-10-30
Jacksonville Wealth Management, LLC
UNCHANGED
Shares4,568 from 4,568
Change0 (0%)
Value$854.5K (+$321.5K)
Filed 2026-10-30
Tucker Asset Management LLC
DECREASED
Shares4,545 from 5,554
Change-1,009 (-18%)
Value$850.1K (+$202.2K)
Filed 2026-10-29
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares4,540 from 5,006
Change-466 (-9%)
Value$849.4K (+$265.3K)
Filed 2026-10-14
Adamsbrown Wealth Consultants LLC
DECREASED
Shares4,530 from 6,168
Change-1,638 (-27%)
Value$847.3K (+$127.7K)
Filed 2026-10-20
Financially Speaking Inc
DECREASED
Shares4,526 from 5,176
Change-650 (-13%)
Value$846.6K (+$89.4K)
Filed 2026-11-05
Legacy Trust
INCREASED
Shares4,505 from 2,851
Change+1,654 (+58%)
Value$829.4K (+$496.8K)
Filed 2026-11-06
Grimes & Co Wealth Management, LLC
INCREASED
Shares4,498 from 4,319
Change+179 (+4%)
Value$841.4K (+$337.5K)
Filed 2026-10-29
Oarsman Capital, Inc.
INCREASED
Shares4,495 from 4,274
Change+221 (+5%)
Value$840.8K (+$342.1K)
Filed 2026-11-05
Brucke Financial, Inc.
INCREASED
Shares4,491 from 4,434
Change+57 (+1%)
Value$840.0K (+$322.7K)
Filed 2026-10-23
WBI Investments, LLC
NEW
Shares4,490
Change+4,490
Value$839.9K
Filed 2026-11-05
WD Rutherford LLC
NEW
Shares4,470
Change+4,470
Value$836.1K
Filed 2026-10-26
Tritonpoint Wealth, LLC
INCREASED
Shares4,470 from 4,169
Change+301 (+7%)
Value$836.1K (+$349.7K)
Filed 2026-10-19
Insight Wealth Partners, LLC
DECREASED
Shares4,464 from 4,837
Change-373 (-8%)
Value$835.0K (+$270.7K)
Filed 2026-10-26
Earned Wealth Advisors, LLC
INCREASED
Shares4,455 from 4,030
Change+425 (+11%)
Value$833.4K (+$363.1K)
Filed 2026-11-06
Financial Solutions Advisory Group, Inc.
INCREASED
Shares4,451 from 4,443
Change+8 (+0%)
Value$828.0K (+$254.7K)
Filed 2026-10-28
Synergy Asset Management, LLC
DECREASED
Shares4,439 from 5,232
Change-793 (-15%)
Value$830.3K (+$219.9K)
Filed 2026-11-05
Acropolis Investment Management, LLC
INCREASED
Shares4,421 from 4,406
Change+15 (+0%)
Value$826.9K (+$312.9K)
Filed 2026-10-08
San Luis Wealth Advisors LLC
DECREASED
Shares4,406 from 4,409
Change-3 (0%)
Value$824.1K (+$309.7K)
Filed 2026-10-27
Pekin Hardy Strauss, Inc.
INCREASED
Shares4,388 from 4,038
Change+350 (+9%)
Value$820.8K (+$349.7K)
Filed 2026-11-02
Centennial Wealth Advisory LLC
DECREASED
Shares4,382 from 4,567
Change-185 (-4%)
Value$819.8K (+$287.0K)
Filed 2026-10-16
Collaborative Fund Advisors, LLC
NEW
Shares4,381
Change+4,381
Value$819.5K
Filed 2026-11-02
Cap Partners, LLC
INCREASED
Shares4,372 from 3,477
Change+895 (+26%)
Value$817.8K (+$412.1K)
Filed 2026-10-19
Net Worth Advisory Group
INCREASED
Shares4,366 from 3,062
Change+1,304 (+43%)
Value$829.7K (+$472.5K)
Filed 2026-10-20
Burford Brothers, Inc.
DECREASED
Shares4,358 from 4,360
Change-2 (0%)
Value$815.2K (+$306.5K)
Filed 2026-10-21
Triton Wealth Management, Pllc
INCREASED
Shares4,353 from 3,772
Change+581 (+15%)
Value$748.2K (+$249.4K)
Filed 2026-11-04
May Hill Capital, LLC
INCREASED
Shares4,344 from 3,828
Change+516 (+13%)
Value$812.6K (+$365.9K)
Filed 2026-11-03
Martin Capital Advisors, LLP
UNCHANGED
Shares4,335 from 4,335
Change0 (0%)
Value$810.9K (+$305.1K)
Filed 2026-10-15
Burke & Herbert Bank & Trust Co
UNCHANGED
Shares4,325 from 4,325
Change0 (0%)
Value$809.0K (+$304.4K)
Filed 2026-11-02
55 North Private Wealth, LLC
INCREASED
Shares4,313 from 3,537
Change+776 (+22%)
Value$806.7K (+$394.1K)
Filed 2026-10-20
New Wave Wealth Advisors LLC
INCREASED
Shares4,266 from 4,061
Change+205 (+5%)
Value$890.2K (+$416.4K)
Filed 2026-10-19
Fonville Wealth Management LLC
INCREASED
Shares4,263 from 3,998
Change+265 (+7%)
Value$797.4K (+$330.9K)
Filed 2026-10-28
Guardian Capital, LLC
DECREASED
Shares4,250 from 5,309
Change-1,059 (-20%)
Value$795.0K (+$175.6K)
Filed 2026-11-06
Thompson Davis & Co., Inc.
DECREASED
Shares4,250 from 4,700
Change-450 (-10%)
Value$795.0K (+$246.6K)
Filed 2026-11-05
Trellis Wealth Advisors LLC
UNCHANGED
Shares4,245 from 4,245
Change0 (0%)
Value$794.0K (+$298.8K)
Filed 2026-10-19
Telos Capital Management, Inc.
DECREASED
Shares4,235 from 4,378
Change-143 (-3%)
Value$792.2K (+$281.4K)
Filed 2026-11-02
Greenspring Advisors, LLC
DECREASED
Shares4,223 from 4,297
Change-74 (-2%)
Value$789.9K (+$288.5K)
Filed 2026-11-05
D'Orazio & Associates, Inc.
INCREASED
Shares4,222 from 3,874
Change+348 (+9%)
Value$789.7K (+$337.7K)
Filed 2026-11-04
Spectrum Wealth Advisory Group, LLC
DECREASED
Shares4,218 from 4,280
Change-62 (-1%)
Value$789.0K (+$289.6K)
Filed 2026-10-29
Simplify Asset Management Inc.
DECREASED
Shares4,217 from 12,021
Change-7,804 (-65%)
Value$788.8K (-$613.7K)
Filed 2026-10-27
Rossmore Private Capital
UNCHANGED
Shares4,206 from 4,206
Change0 (0%)
Value$786.8K (+$296.0K)
Filed 2026-10-27
Focused Alpha, LLC
NEW
Shares4,202
Change+4,202
Value$786.0K
Filed 2026-10-20
Seed Wealth Management, Inc.
UNCHANGED
Shares4,200 from 4,200
Change0 (0%)
Value$785.6K (+$295.6K)
Filed 2026-10-20
Traveka Wealth, LLC
INCREASED
Shares4,196 from 3,794
Change+402 (+11%)
Value$784.9K (+$342.2K)
Filed 2026-10-19
Summit Financial Strategies, Inc.
INCREASED
Shares4,184 from 2,509
Change+1,675 (+67%)
Value$782.5K (+$489.8K)
Filed 2026-10-14
Jacobsen Capital Management
INCREASED
Shares4,176 from 3,835
Change+341 (+9%)
Value$781.1K (+$333.7K)
Filed 2026-10-27
Kornitzer Capital Management Inc
NEW
Shares4,175
Change+4,175
Value$780.9K
Filed 2026-11-03
Smith Salley Wealth Management
INCREASED
Shares4,170 from 3,349
Change+821 (+25%)
Value$780.0K (+$389.3K)
Filed 2026-11-03
Narus Financial Partners, LLC
INCREASED
Shares4,168 from 3,743
Change+425 (+11%)
Value$779.6K (+$343.0K)
Filed 2026-10-19
Veracity Capital LLC
INCREASED
Shares4,150 from 3,477
Change+673 (+19%)
Value$776.3K (+$370.6K)
Filed 2026-10-08
Financial Partners Group, Inc
INCREASED
Shares4,139 from 3,822
Change+317 (+8%)
Value$774.2K (+$328.3K)
Filed 2026-10-19
Johnson & White Wealth Management, LLC
INCREASED
Shares4,124 from 4,062
Change+62 (+2%)
Value$771.4K (+$297.5K)
Filed 2026-11-03
Builder Investment Group Inc
UNCHANGED
Shares4,121 from 4,121
Change0 (0%)
Value$770.8K (+$290.0K)
Filed 2026-10-22
Wealth Alliance Advisory Group, LLC
DECREASED
Shares4,110 from 15,974
Change-11,864 (-74%)
Value$768.7K (-$1.1M)
Filed 2026-10-14
Leeward Financial Partners, LLC
DECREASED
Shares4,099 from 5,223
Change-1,124 (-22%)
Value$766.7K (+$157.4K)
Filed 2026-10-23
Alpha Wealth Funds, LLC
INCREASED
Shares4,071 from 4,066
Change+5 (+0%)
Value$761.5K (+$287.1K)
Filed 2026-11-05
Sard Wealth Management Group, LLC
DECREASED
Shares4,045 from 4,800
Change-755 (-16%)
Value$756.6K (+$196.6K)
Filed 2026-10-16
SP Asset Management LLC
UNCHANGED
Shares4,043 from 4,043
Change0 (0%)
Value$756.2K (+$284.5K)
Filed 2026-11-05
Sunpointe, LLC
DECREASED
Shares4,031 from 4,284
Change-253 (-6%)
Value$754.0K (+$254.2K)
Filed 2026-10-22
Washington Trust Advisors, Inc.
INCREASED
Shares4,029 from 3,815
Change+214 (+6%)
Value$753.7K (+$308.6K)
Filed 2026-10-22
Williams Jones Wealth Management, Llc.
UNCHANGED
Shares4,029 from 4,029
Change0 (0%)
Value$753.6K (+$283.6K)
Filed 2026-11-05
McMill Wealth Management
UNCHANGED
Shares4,015 from 4,015
Change0 (0%)
Value$751.0K (+$282.6K)
Filed 2026-11-05
Lynx Investment Advisory
UNCHANGED
Shares4,008 from 4,008
Change0 (0%)
Value$749.7K (+$282.1K)
Filed 2026-10-27
Amplius Wealth Advisors, LLC
INCREASED
Shares4,004 from 3,449
Change+555 (+16%)
Value$749.0K (+$346.6K)
Filed 2026-10-20
Metatron Capital Sicav plc - Metatron Long Term Equity Fund
DECREASED
Shares4,000 from 4,493
Change-493 (-11%)
Value$748.2K (+$224.0K)
Filed 2026-11-04
Regent Peak Wealth Advisors LLC
INCREASED
Shares3,987 from 3,892
Change+95 (+2%)
Value$745.8K (+$291.7K)
Filed 2026-10-13
Murphy, Middleton, Hinkle & Parker, Inc.
DECREASED
Shares3,984 from 3,994
Change-10 (0%)
Value$745.2K (+$279.2K)
Filed 2026-10-15
Syverson Strege & Co
INCREASED
Shares3,963 from 3,363
Change+600 (+18%)
Value$741.3K (+$348.9K)
Filed 2026-11-02
Sweeney & Michel, LLC
INCREASED
Shares3,952 from 3,813
Change+139 (+4%)
Value$739.2K (+$83.3K)
Filed 2026-10-16
Chapin Davis, Inc.
INCREASED
Shares3,941 from 3,921
Change+20 (+1%)
Value$737.2K (+$279.7K)
Filed 2026-10-09
First Heartland Consultants, Inc.
INCREASED
Shares3,939 from 3,438
Change+501 (+15%)
Value$736.7K (+$335.5K)
Filed 2026-10-08
First Bank & Trust
INCREASED
Shares3,938 from 3,775
Change+163 (+4%)
Value$736.6K (+$296.2K)
Filed 2026-10-19
Arbor Wealth Management Llc\az
NEW
Shares3,930
Change+3,930
Value$735.1K
Filed 2026-10-20
Capital Asset Advisory Services LLC
DECREASED
Shares3,913 from 5,228
Change-1,315 (-25%)
Value$767.6K (+$157.6K)
Filed 2026-10-30
Birch Hill Investment Advisors LLC
DECREASED
Shares3,900 from 4,200
Change-300 (-7%)
Value$729.5K (+$239.5K)
Filed 2026-10-16
Howard Capital Management Group, LLC
DECREASED
Shares3,900 from 4,000
Change-100 (-2%)
Value$729.5K (+$262.8K)
Filed 2026-10-16
Fishman JAY A LTD
INCREASED
Shares3,890 from 3,885
Change+5 (+0%)
Value$727.6K (+$274.4K)
Filed 2026-10-26
Busey Bank
DECREASED
Shares3,879 from 4,342
Change-463 (-11%)
Value$725.6K (+$219.0K)
Filed 2026-10-26
Symmetry Partners, LLC
INCREASED
Shares3,865 from 3,078
Change+787 (+26%)
Value$722.9K (+$363.8K)
Filed 2026-10-27
Cabot Wealth Management Inc
UNCHANGED
Shares3,859 from 3,859
Change0 (0%)
Value$721.8K (+$271.6K)
Filed 2026-11-05
Armstrong Advisory Group, Inc
DECREASED
Shares3,858 from 3,985
Change-127 (-3%)
Value$721.6K (+$256.7K)
Filed 2026-10-09
Wealth Effects LLC
DECREASED
Shares3,857 from 4,329
Change-472 (-11%)
Value$721.5K (+$216.4K)
Filed 2026-10-23
Eads & Heald Wealth Management
NEW
Shares3,856
Change+3,856
Value$721.3K
Filed 2026-10-29
Warren Street Wealth Advisors, LLC
DECREASED
Shares3,825 from 3,954
Change-129 (-3%)
Value$715.6K (+$254.2K)
Filed 2026-11-04
Marin Bay Wealth Advisors, LLC
INCREASED
Shares3,822 from 3,021
Change+801 (+27%)
Value$714.9K (+$362.4K)
Filed 2026-10-28
Cross Staff Investments Inc
INCREASED
Shares3,800 from 3,300
Change+500 (+15%)
Value$710.8K (+$325.8K)
Filed 2026-10-22
Smith Thornton Advisors LLC
DECREASED
Shares3,800 from 3,814
Change-14 (0%)
Value$710.8K (+$214.8K)
Filed 2026-10-16
Arcadia Wealth Management, LLC
UNCHANGED
Shares3,788 from 3,788
Change0 (0%)
Value$708.6K (+$266.6K)
Filed 2026-10-22
Galvin, Gaustad & Stein, LLC
DECREASED
Shares3,777 from 4,946
Change-1,169 (-24%)
Value$706.5K (+$129.4K)
Filed 2026-10-08
Arkfeld Wealth Strategies, L.L.C.
UNCHANGED
Shares3,770 from 3,770
Change0 (0%)
Value$731.8K (+$232.2K)
Filed 2026-10-19
Meriwether Wealth & Planning, LLC
DECREASED
Shares3,758 from 3,904
Change-146 (-4%)
Value$702.9K (+$247.5K)
Filed 2026-10-13
Ninety One UK Ltd
NEW
Shares3,754
Change+3,754
Value$702.2K
Filed 2026-10-15
Newman Dignan & Sheerar, Inc.
DECREASED
Shares3,747 from 3,944
Change-197 (-5%)
Value$700.9K (+$240.7K)
Filed 2026-10-21
Cullinan Associates Inc
NEW
Shares3,741
Change+3,741
Value$699.8K
Filed 2026-11-03
Catalyst Capital Advisors LLC
INCREASED
Shares3,736 from 3,692
Change+44 (+1%)
Value$698.8K (+$268.1K)
Filed 2026-11-02
Private Advisory Group LLC
INCREASED
Shares3,727 from 2,536
Change+1,191 (+47%)
Value$697.1K (+$401.2K)
Filed 2026-11-06
Integral Investment Advisors, Inc.
DECREASED
Shares3,714 from 4,414
Change-700 (-16%)
Value$694.7K (+$179.7K)
Filed 2026-11-03
Moody National Bank Trust Division
INCREASED
Shares3,709 from 3,470
Change+239 (+7%)
Value$693.8K (+$288.9K)
Filed 2026-10-06
AMG Asset Management Group, Inc.
DECREASED
Shares3,701 from 4,468
Change-767 (-17%)
Value$692.3K (+$171.0K)
Filed 2026-10-21
Affinity Capital Advisors, LLC
INCREASED
Shares3,700 from 3,015
Change+685 (+23%)
Value$773.5K (+$373.9K)
Filed 2026-10-13
Spring Capital Management, LLC
INCREASED
Shares3,691 from 3,500
Change+191 (+5%)
Value$690.4K (+$282.1K)
Filed 2026-10-09
Cohen Capital Management, Inc.
INCREASED
Shares3,687 from 3,666
Change+21 (+1%)
Value$689.7K (+$261.9K)
Filed 2026-10-14
Obsidian CIO, LLC
INCREASED
Shares3,680 from 3,062
Change+618 (+20%)
Value$688.3K (+$331.1K)
Filed 2026-11-05
Mechanics Financial Corp
DECREASED
Shares3,679 from 3,772
Change-93 (-2%)
Value$688.2K (+$248.1K)
Filed 2026-11-05
MW Advisory, LLC
INCREASED
Shares3,678 from 2,416
Change+1,262 (+52%)
Value$688.0K (+$406.1K)
Filed 2026-10-19
Spartan Planning & Wealth Management
NEW
Shares3,660
Change+3,660
Value$684.5K
Filed 2026-10-13
Mid-American Wealth Advisory Group, Inc.
INCREASED
Shares3,652 from 3,152
Change+500 (+16%)
Value$683.0K (+$315.3K)
Filed 2026-10-21
Cooper Capital Advisors LLC
DECREASED
Shares3,652 from 3,676
Change-24 (-1%)
Value$683.1K (+$254.2K)
Filed 2026-10-29
AM Investment Strategies LLC
DECREASED
Shares3,651 from 3,782
Change-131 (-3%)
Value$683 (+$242)
Filed 2026-11-05
Financial Planning Navigators Corp
DECREASED
Shares3,651 from 3,715
Change-64 (-2%)
Value$682.9K (+$249.5K)
Filed 2026-10-14
Benin Management Corp
UNCHANGED
Shares3,650 from 3,650
Change0 (0%)
Value$682.7K (+$256.9K)
Filed 2026-10-22
Fortitude Family Office, LLC
INCREASED
Shares3,641 from 925
Change+2,716 (+294%)
Value$681.0K (+$573.1K)
Filed 2026-10-14
Diversified Enterprises, LLC
INCREASED
Shares3,634 from 2,335
Change+1,299 (+56%)
Value$679.7K (+$407.3K)
Filed 2026-10-19
Welch & Forbes LLC
INCREASED
Shares3,631 from 1,820
Change+1,811 (+100%)
Value$679.2K (+$466.8K)
Filed 2026-11-04
Bernardo Wealth Planning LLC
NEW
Shares3,624
Change+3,624
Value$677.9K
Filed 2026-10-23
XXI Wealth, LLC
INCREASED
Shares3,614 from 2,537
Change+1,077 (+42%)
Value$676.0K (+$380.0K)
Filed 2026-10-22
Costello Asset Management, Inc
DECREASED
Shares3,575 from 4,110
Change-535 (-13%)
Value$668.7K (+$189.2K)
Filed 2026-10-30
Ejmk Ventures LLC
INCREASED
Shares3,568 from 2,899
Change+669 (+23%)
Value$667.4K (+$329.2K)
Filed 2026-10-21
Clark Financial Services Group Inc
INCREASED
Shares3,555 from 3,208
Change+347 (+11%)
Value$665.0K (+$290.7K)
Filed 2026-10-19
Yankcom Partnership
INCREASED
Shares3,554 from 3,032
Change+522 (+17%)
Value$664.8K (+$311.0K)
Filed 2026-10-15
Everest Financial Group LLC
INCREASED
Shares3,550 from 3,319
Change+231 (+7%)
Value$664.0K (+$276.8K)
Filed 2026-11-06
Variant Private Wealth, LLC
INCREASED
Shares3,541 from 3,391
Change+150 (+4%)
Value$662.3K (+$266.7K)
Filed 2026-10-21
Northwest Wealth Management, LLC
DECREASED
Shares3,527 from 3,603
Change-76 (-2%)
Value$659.7K (+$239.4K)
Filed 2026-10-30
PFC Capital Group, Inc.
INCREASED
Shares3,520 from 3,270
Change+250 (+8%)
Value$658.4K (+$277.4K)
Filed 2026-11-06
Equitable Trust Co
INCREASED
Shares3,519 from 3,195
Change+324 (+10%)
Value$658.2K (+$285.5K)
Filed 2026-10-13
Fulton Breakefield Broenniman LLC
DECREASED
Shares3,515 from 4,160
Change-645 (-15%)
Value$657.5K (+$172.1K)
Filed 2026-11-03
Kingdom Financial Group Llc.
INCREASED
Shares3,514 from 3,124
Change+390 (+12%)
Value$657.4K (+$292.8K)
Filed 2026-11-04
BigSur Wealth Management LLC
UNCHANGED
Shares3,500 from 3,500
Change0 (0%)
Value$654.7K (+$246.3K)
Filed 2026-10-13
Ethos Capital Management, Inc.
DECREASED
Shares3,486 from 5,134
Change-1,648 (-32%)
Value$652.1K (+$53.1K)
Filed 2026-11-03
Patten Group, Inc.
DECREASED
Shares3,480 from 4,028
Change-548 (-14%)
Value$650.9K (+$181.0K)
Filed 2026-10-26
DMC Group, LLC
DECREASED
Shares3,479 from 4,556
Change-1,077 (-24%)
Value$650.7K (+$119.2K)
Filed 2026-10-26
Silverlake Wealth Management LLC
DECREASED
Shares3,474 from 3,515
Change-41 (-1%)
Value$649.9K (+$239.7K)
Filed 2026-10-21
SJS Investment Consulting Inc.
INCREASED
Shares3,451 from 1,705
Change+1,746 (+102%)
Value$645.5K (+$446.6K)
Filed 2026-10-26
Kimelman & Baird, LLC
INCREASED
Shares3,450 from 3,412
Change+38 (+1%)
Value$645.3K (+$247.2K)
Filed 2026-11-03
St. Louis Financial Planners Asset Management, LLC
DECREASED
Shares3,449 from 25,116
Change-21,667 (-86%)
Value$595.1K (-$2.7M)
Filed 2026-10-16
Leo Wealth, LLC
NEW
Shares3,433
Change+3,433
Value$642.1K
Filed 2026-10-26
Prentice Wealth Management LLC
DECREASED
Shares3,432 from 3,564
Change-132 (-4%)
Value$642.0K (+$226.1K)
Filed 2026-10-20
Aletheian Wealth Advisors LLC
INCREASED
Shares3,430 from 2,320
Change+1,110 (+48%)
Value$641.6K (+$370.9K)
Filed 2026-10-08
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
DECREASED
Shares3,419 from 3,645
Change-226 (-6%)
Value$639.5K (+$214.3K)
Filed 2026-10-21
Rubicon Advisors, GP
DECREASED
Shares3,419 from 3,549
Change-130 (-4%)
Value$639.5K (+$225.5K)
Filed 2026-10-23
Heritage Wealth Management, Inc.
UNCHANGED
Shares3,416 from 3,416
Change0 (0%)
Value$639.0K (+$240.4K)
Filed 2026-10-28
Kure Advisory, LLC
DECREASED
Shares3,414 from 3,456
Change-42 (-1%)
Value$638.6K (+$235.4K)
Filed 2026-10-08
D.B. Root & Company, LLC
DECREASED
Shares3,396 from 3,773
Change-377 (-10%)
Value$635.2K (+$195.0K)
Filed 2026-11-04
RDA Financial Network
DECREASED
Shares3,392 from 3,461
Change-69 (-2%)
Value$634.5K (+$230.7K)
Filed 2026-10-15
Souders Financial Advisors
INCREASED
Shares3,367 from 2,988
Change+379 (+13%)
Value$629.8K (+$281.2K)
Filed 2026-11-03
Washington Trust Co
NEW
Shares3,366
Change+3,366
Value$629.6K
Filed 2026-10-22
Cornell Pochily Investment Advisors, Inc.
DECREASED
Shares3,355 from 3,555
Change-200 (-6%)
Value$627.6K (+$212.8K)
Filed 2026-10-19
Left Brain Wealth Management, LLC
NEW
Shares3,353
Change+3,353
Value$627.2K
Filed 2026-10-28
Weatherly Asset Management L. P.
DECREASED
Shares3,352 from 3,477
Change-125 (-4%)
Value$627.1K (+$221.4K)
Filed 2026-10-20
Center for Wealth Management Advisory
INCREASED
Shares3,350 from 2,634
Change+716 (+27%)
Value$626.6K (+$319.3K)
Filed 2026-10-23
Cascade Investment Group, Inc.
UNCHANGED
Shares3,350 from 3,350
Change0 (0%)
Value$626.6K (+$235.8K)
Filed 2026-10-13
Kavar Capital Partners Group, LLC
INCREASED
Shares3,347 from 3,136
Change+211 (+7%)
Value$626.1K (+$260.2K)
Filed 2026-11-06
Seelaus Asset Management LLC
INCREASED
Shares3,340 from 3,180
Change+160 (+5%)
Value$624.7K (+$253.7K)
Filed 2026-10-14
Alliance Wealth Advisors, LLC
UNCHANGED
Shares3,340 from 3,340
Change0 (0%)
Value$624.7K (+$235.1K)
Filed 2026-10-14
BostonPremier Wealth LLC
UNCHANGED
Shares3,339 from 3,339
Change0 (0%)
Value$624.6K (+$235.0K)
Filed 2026-10-16
Terril Brothers, Inc.
DECREASED
Shares3,338 from 3,358
Change-20 (-1%)
Value$624.4K (+$232.6K)
Filed 2026-11-06
Semus Wealth Partners LLC
DECREASED
Shares3,320 from 5,521
Change-2,201 (-40%)
Value$621.0K (-$23.1K)
Filed 2026-10-22
Beacon Capital Management, LLC
INCREASED
Shares3,314 from 3,016
Change+298 (+10%)
Value$619.8K (+$267.9K)
Filed 2026-10-23
Mezzasalma Advisors, LLC
DECREASED
Shares3,310 from 3,959
Change-649 (-16%)
Value$619.1K (+$157.2K)
Filed 2026-10-14
Heritage Family Offices, LLP
INCREASED
Shares3,298 from 2,778
Change+520 (+19%)
Value$616.9K (+$292.8K)
Filed 2026-11-02
JSF Financial, LLC
DECREASED
Shares3,294 from 3,541
Change-247 (-7%)
Value$616.1K (+$203.0K)
Filed 2026-10-22
Gerald Baker Financial Group LLC
UNCHANGED
Shares3,294 from 3,294
Change0 (0%)
Value$616.1K (+$231.8K)
Filed 2026-10-09
FAI Advisors, Inc.
DECREASED
Shares3,284 from 3,291
Change-7 (0%)
Value$614.3K (+$230.3K)
Filed 2026-10-27
Advisory Solutions Group, LLC
INCREASED
Shares3,280 from 1,757
Change+1,523 (+87%)
Value$613.5K (+$408.5K)
Filed 2026-10-14
Bailard, Inc.
DECREASED
Shares3,274 from 3,938
Change-664 (-17%)
Value$612.4K (+$153.0K)
Filed 2026-10-13
Lazari Capital Management, Inc.
DECREASED
Shares3,272 from 3,477
Change-205 (-6%)
Value$612.1K (+$206.4K)
Filed 2026-10-20
TSG Advice Partners, LLC
NEW
Shares3,265
Change+3,265
Value$380.9K
Filed 2026-10-29
Curran Financial Partners, LLC
DECREASED
Shares3,265 from 3,552
Change-287 (-8%)
Value$610.8K (+$196.4K)
Filed 2026-11-04
Aurora Private Wealth, Inc.
DECREASED
Shares3,263 from 3,441
Change-178 (-5%)
Value$610 (-$400.4K)
Filed 2026-10-20
Oakmont Investment Advisors, Inc.
DECREASED
Shares3,260 from 3,310
Change-50 (-2%)
Value$609.8K (+$223.6K)
Filed 2026-10-21
Outfitters Financial LLC
UNCHANGED
Shares3,250 from 3,250
Change0 (0%)
Value$607.9K (+$228.7K)
Filed 2026-10-23
Prospera Capital Management, LLC
DECREASED
Shares3,243 from 3,381
Change-138 (-4%)
Value$606.6K (+$158.5K)
Filed 2026-10-19
True Private Wealth Advisors
DECREASED
Shares3,222 from 3,256
Change-34 (-1%)
Value$602.7K (+$222.8K)
Filed 2026-10-19
IVC Wealth Advisors LLC
INCREASED
Shares3,209 from 3,035
Change+174 (+6%)
Value$600.2K (+$246.2K)
Filed 2026-10-23
Lyell Wealth Management, LP
INCREASED
Shares3,208 from 3,148
Change+60 (+2%)
Value$600.1K (+$232.8K)
Filed 2026-10-30
Stevens Capital Partners
INCREASED
Shares3,205 from 2,322
Change+883 (+38%)
Value$599.5K (+$328.5K)
Filed 2026-10-29
Canopy Partners, LLC
INCREASED
Shares3,193 from 2,607
Change+586 (+22%)
Value$597.3K (+$293.1K)
Filed 2026-10-28
Decker Retirement Planning Inc.
INCREASED
Shares3,185 from 3,130
Change+55 (+2%)
Value$595.8K (+$230.6K)
Filed 2026-10-19
Regatta Capital Group, LLC
INCREASED
Shares3,173 from 2,811
Change+362 (+13%)
Value$593.4K (+$265.5K)
Filed 2026-10-23
Petros Family Wealth, LLC
DECREASED
Shares3,170 from 3,241
Change-71 (-2%)
Value$592.9K (+$214.8K)
Filed 2026-10-28
Precedent Wealth Partners, LLC
INCREASED
Shares3,160 from 2,505
Change+655 (+26%)
Value$591.1K (+$298.9K)
Filed 2026-10-21
Successful Portfolios LLC
INCREASED
Shares3,152 from 3,142
Change+10 (+0%)
Value$596.3K (+$192.9K)
Filed 2026-10-09
G&S Capital LLC
INCREASED
Shares3,148 from 3,144
Change+4 (+0%)
Value$588.8K (+$222.0K)
Filed 2026-10-23
Mountain Capital Investment Advisors Inc.
DECREASED
Shares3,145 from 3,483
Change-338 (-10%)
Value$588.2K (+$181.8K)
Filed 2026-11-06
NewSquare Capital LLC
INCREASED
Shares3,142 from 1,848
Change+1,294 (+70%)
Value$587.7K (+$372.1K)
Filed 2026-11-06
HMV Wealth Advisors, LLC
INCREASED
Shares3,133 from 3,001
Change+132 (+4%)
Value$586.0K (+$235.9K)
Filed 2026-10-27
Clearwave Capital, LLC
INCREASED
Shares3,123 from 3,119
Change+4 (+0%)
Value$584.2K (+$220.3K)
Filed 2026-10-27
Fairfield Financial Advisors, LTD
DECREASED
Shares3,122 from 3,482
Change-360 (-10%)
Value$584.0K (+$177.7K)
Filed 2026-10-14
Split Creek LLC DBA Split Creek Capital LLC
DECREASED
Shares3,109 from 3,705
Change-596 (-16%)
Value$581.5K (+$149.3K)
Filed 2026-11-02
Jeppson Wealth Management, LLC
DECREASED
Shares3,105 from 3,581
Change-476 (-13%)
Value$580.8K (+$163.0K)
Filed 2026-10-20
Benchmark Financial Wealth Advisors, LLC
INCREASED
Shares3,070 from 2,463
Change+607 (+25%)
Value$574.2K (+$286.9K)
Filed 2026-10-20
Asset Allocation Strategies LLC
INCREASED
Shares3,066 from 2,981
Change+85 (+3%)
Value$573.5K (+$225.7K)
Filed 2026-10-20
Brandywine OAK Private Wealth LLC
INCREASED
Shares3,065 from 3,029
Change+36 (+1%)
Value$573.4K (+$220.0K)
Filed 2026-10-23
Evansbrook LLC
INCREASED
Shares3,061 from 2,896
Change+165 (+6%)
Value$572.6K (+$234.7K)
Filed 2026-10-16
Sigma Investment Counselors Inc
INCREASED
Shares3,049 from 1,868
Change+1,181 (+63%)
Value$570.3K (+$352.4K)
Filed 2026-10-27
First Community Trust NA
UNCHANGED
Shares3,030 from 3,030
Change0 (0%)
Value$566.8K (+$213.3K)
Filed 2026-10-07
Aspiriant, LLC
NEW
Shares3,028
Change+3,028
Value$566.4K
Filed 2026-10-16
Polaris Financial Partners
NEW
Shares3,026
Change+3,026
Value$573
Filed 2026-10-02
Aafmaa Wealth Management & Trust LLC
INCREASED
Shares3,010 from 2,881
Change+129 (+4%)
Value$563.0K (+$226.9K)
Filed 2026-10-14
Mission Financial Group, LLC
DECREASED
Shares3,009 from 3,190
Change-181 (-6%)
Value$562.8K (+$190.6K)
Filed 2026-10-21
Nicholas Hoffman & Company, Llc.
INCREASED
Shares3,009 from 2,875
Change+134 (+5%)
Value$562.8K (+$227.4K)
Filed 2026-10-30
JFS Wealth Advisors, LLC
INCREASED
Shares3,009 from 3,008
Change+1 (+0%)
Value$562.8K (+$211.9K)
Filed 2026-11-03
Avalon Capital Management
DECREASED
Shares3,008 from 3,395
Change-387 (-11%)
Value$562.6K (+$166.6K)
Filed 2026-11-04
Montgomery Investment Management Inc
UNCHANGED
Shares3,007 from 3,007
Change0 (0%)
Value$562.5K (+$211.6K)
Filed 2026-10-26
Bochk Asset Management Ltd
NEW
Shares3,000
Change+3,000
Value$561.2K
Filed 2026-10-29
DecisionMap Wealth Management, LLC
INCREASED
Shares3,000 from 2,916
Change+84 (+3%)
Value$561.2K (+$220.9K)
Filed 2026-10-29
Curtis Advisory Group, LLC
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$561.2K (+$211.1K)
Filed 2026-10-28
Eagle Strategies LLC
DECREASED
Shares2,989 from 3,020
Change-31 (-1%)
Value$559.1K (+$206.7K)
Filed 2026-10-16
Ullmann Wealth Partners Group, LLC
INCREASED
Shares2,979 from 2,706
Change+273 (+10%)
Value$557.1K (+$241.5K)
Filed 2026-11-02
Boomfish Wealth Group, LLC
DECREASED
Shares2,971 from 3,073
Change-102 (-3%)
Value$555.7K (+$197.2K)
Filed 2026-10-22
UMB Private Wealth Management, LLC
NEW
Shares2,966
Change+2,966
Value$554.8K
Filed 2026-10-19
Jessup Wealth Management, Inc
INCREASED
Shares2,965 from 2,650
Change+315 (+12%)
Value$554.6K (+$245.4K)
Filed 2026-10-20
Fort Washington Investment Advisors Inc
UNCHANGED
Shares2,961 from 2,961
Change0 (0%)
Value$553.9K (+$208.4K)
Filed 2026-10-15
Wealthcare Capital Partners, LLC
INCREASED
Shares2,950 from 2,713
Change+237 (+9%)
Value$551.8K (+$235.3K)
Filed 2026-10-21
Steel Grove Capital Advisors, LLC
INCREASED
Shares2,935 from 2,835
Change+100 (+4%)
Value$549.0K (+$218.2K)
Filed 2026-10-13
Confluence Wealth Services, Inc.
DECREASED
Shares2,926 from 3,914
Change-988 (-25%)
Value$547.3K (+$90.7K)
Filed 2026-11-05
Andrews Advisory Associates, LLC
INCREASED
Shares2,913 from 2,788
Change+125 (+4%)
Value$544.9K (+$219.6K)
Filed 2026-10-15
Novem Group
DECREASED
Shares2,910 from 3,274
Change-364 (-11%)
Value$544.3K (+$162.3K)
Filed 2026-10-19
Todd Wealth Management, LLC
DECREASED
Shares2,909 from 2,929
Change-20 (-1%)
Value$544.1K (+$202.4K)
Filed 2026-10-19
Solstein Capital, LLC
UNCHANGED
Shares2,907 from 2,907
Change0 (0%)
Value$543.8K (+$204.6K)
Filed 2026-11-02
Strategic Family Wealth Counselors, L.L.C.
DECREASED
Shares2,895 from 2,928
Change-33 (-1%)
Value$541.5K (+$199.9K)
Filed 2026-10-29
Mainstream Capital Management LLC
INCREASED
Shares2,893 from 1,926
Change+967 (+50%)
Value$541.1K (+$316.4K)
Filed 2026-10-23
Silver Grove Financial Group, Inc.
INCREASED
Shares2,891 from 2,443
Change+448 (+18%)
Value$540.8K (+$255.7K)
Filed 2026-11-05
15 Wealth Advisors LLC
NEW
Shares2,884
Change+2,884
Value$539.5K
Filed 2026-10-14
KPP Advisory Services LLC
DECREASED
Shares2,883 from 4,656
Change-1,773 (-38%)
Value$539.2K (-$4.0K)
Filed 2026-10-26
EdgeRock Capital LLC
INCREASED
Shares2,883 from 2,722
Change+161 (+6%)
Value$539.3K (+$221.7K)
Filed 2026-11-03
Center For Asset Management LLC
INCREASED
Shares2,874 from 2,690
Change+184 (+7%)
Value$537.5K (+$223.7K)
Filed 2026-10-16
Summit Securities Group LLC
INCREASED
Shares2,873 from 600
Change+2,273 (+379%)
Value$537.4K (+$467.4K)
Filed 2026-11-05
Enterprise Financial Services Corp
INCREASED
Shares2,872 from 2,518
Change+354 (+14%)
Value$537.2K (+$243.4K)
Filed 2026-11-03
Pilgrim Partners Asia Pte Ltd
DECREASED
Shares2,870 from 5,470
Change-2,600 (-48%)
Value$536.8K (-$101.4K)
Filed 2026-10-29
Connecticut Wealth Management, LLC
DECREASED
Shares2,865 from 3,059
Change-194 (-6%)
Value$535.9K (+$179.0K)
Filed 2026-10-13
Essex Bank
INCREASED
Shares2,860 from 2,586
Change+274 (+11%)
Value$535.0K (+$233.3K)
Filed 2026-10-16
Aldebaran Financial Inc.
DECREASED
Shares2,857 from 2,897
Change-40 (-1%)
Value$534.4K (+$196.4K)
Filed 2026-11-06
Blue Fin Capital, Inc.
UNCHANGED
Shares2,849 from 2,849
Change0 (0%)
Value$532.9K (+$200.5K)
Filed 2026-10-28
Prescott Group Capital Management, L.L.C.
UNCHANGED
Shares2,845 from 2,845
Change0 (0%)
Value$532.2K (+$200.2K)
Filed 2026-10-30
Gemmer Asset Management LLC
DECREASED
Shares2,842 from 3,227
Change-385 (-12%)
Value$531.6K (+$155.1K)
Filed 2026-10-16
Hubbell Strickland Wealth Management, LLC
INCREASED
Shares2,832 from 2,817
Change+15 (+1%)
Value$529.8K (+$201.2K)
Filed 2026-10-29
Northland Securities, Inc.
DECREASED
Shares2,830 from 3,563
Change-733 (-21%)
Value$529.4K (+$113.7K)
Filed 2026-11-02
GoalVest Advisory LLC
DECREASED
Shares2,830 from 2,888
Change-58 (-2%)
Value$529.4K (+$192.4K)
Filed 2026-10-02
Unique Wealth Strategies, LLC
UNCHANGED
Shares2,820 from 2,820
Change0 (0%)
Value$329.0K ($0)
Filed 2026-10-13
City Center Advisors, LLC
INCREASED
Shares2,814 from 2,495
Change+319 (+13%)
Value$526.4K (+$235.3K)
Filed 2026-10-08
Ballast, Inc.
INCREASED
Shares2,812 from 1,998
Change+814 (+41%)
Value$526.0K (+$292.9K)
Filed 2026-10-20
DeDora Capital, Inc.
INCREASED
Shares2,809 from 2,729
Change+80 (+3%)
Value$525.4K (+$207.0K)
Filed 2026-10-26
Raleigh Capital Management Inc.
INCREASED
Shares2,801 from 2,737
Change+64 (+2%)
Value$524.0K (+$204.6K)
Filed 2026-10-28
Legacy Financial Independent Advisors LLC
DECREASED
Shares2,790 from 4,148
Change-1,358 (-33%)
Value$521.9K (+$37.9K)
Filed 2026-11-02
Emergent Wealth Advisors, LLC
DECREASED
Shares2,787 from 2,792
Change-5 (0%)
Value$521.3K (+$195.6K)
Filed 2026-10-09
Flynn Zito Capital Management, LLC
INCREASED
Shares2,782 from 2,599
Change+183 (+7%)
Value$520.4K (+$217.1K)
Filed 2026-11-04
Scissortail Wealth Management, LLC
INCREASED
Shares2,778 from 2,477
Change+301 (+12%)
Value$519.6K (+$230.6K)
Filed 2026-11-03
Kingsbury Capital Investment Advisors LLC
DECREASED
Shares2,775 from 4,246
Change-1,471 (-35%)
Value$519.1K (+$23.7K)
Filed 2026-10-20
Avaii Wealth Management, LLC
INCREASED
Shares2,774 from 2,760
Change+14 (+1%)
Value$523.6K (+$201.6K)
Filed 2026-10-09
Legacy Advisors, LLC
DECREASED
Shares2,773 from 3,011
Change-238 (-8%)
Value$518.6K (+$167.3K)
Filed 2026-10-19
Pathway Financial Advisers, LLC
INCREASED
Shares2,762 from 2,281
Change+481 (+21%)
Value$516.7K (+$250.6K)
Filed 2026-10-27
Stonekeep Investments, LLC
INCREASED
Shares2,759 from 2,659
Change+100 (+4%)
Value$516.1K (+$515.7K)
Filed 2026-10-15
Arvest Investments, Inc.
DECREASED
Shares2,751 from 2,774
Change-23 (-1%)
Value$514.6K (+$190.9K)
Filed 2026-10-21
Certified Advisory Corp
DECREASED
Shares2,743 from 2,901
Change-158 (-5%)
Value$513.0K (+$174.6K)
Filed 2026-10-29
Shah Wealth Advisors, LLC
NEW
Shares2,732
Change+2,732
Value$511.0K
Filed 2026-11-06
Elevation Wealth Management LLC
INCREASED
Shares2,730 from 2,446
Change+284 (+12%)
Value$510.6K (+$225.3K)
Filed 2026-11-02
Whitener Capital Management, Inc.
INCREASED
Shares2,730 from 2,561
Change+169 (+7%)
Value$510.6K (+$211.9K)
Filed 2026-10-15
Unique Wealth, LLC
INCREASED
Shares2,704 from 2,693
Change+11 (+0%)
Value$505.8K (+$191.6K)
Filed 2026-10-16
Blodgett Wealth Advisors, LLC
DECREASED
Shares2,700 from 4,760
Change-2,060 (-43%)
Value$505.0K (-$50.3K)
Filed 2026-10-23
Wealth Dimensions Group, Ltd.
INCREASED
Shares2,700 from 2,609
Change+91 (+3%)
Value$505.0K (+$200.7K)
Filed 2026-11-02
Peck Wealth Management, LLC
UNCHANGED
Shares2,700 from 2,700
Change0 (0%)
Value$505.0K (+$190.0K)
Filed 2026-10-29
Howland Capital Management LLC
INCREASED
Shares2,694 from 2,657
Change+37 (+1%)
Value$503.9K (+$193.9K)
Filed 2026-10-22
Warwick Investment Management, Inc.
INCREASED
Shares2,691 from 2,618
Change+73 (+3%)
Value$503.4K (+$197.9K)
Filed 2026-10-19
TKG Advisors, LLC
DECREASED
Shares2,690 from 2,813
Change-123 (-4%)
Value$503.2K (+$175.0K)
Filed 2026-11-02
Patten & Patten Inc
INCREASED
Shares2,681 from 2,556
Change+125 (+5%)
Value$501.5K (+$203.3K)
Filed 2026-10-26
NBH Bank
INCREASED
Shares2,677 from 2,520
Change+157 (+6%)
Value$500.7K (+$206.7K)
Filed 2026-11-05
Texas Bank & Trust Co
INCREASED
Shares2,677 from 2,662
Change+15 (+1%)
Value$500.7K (+$190.2K)
Filed 2026-11-04
Univest Financial Corp
INCREASED
Shares2,672 from 2,474
Change+198 (+8%)
Value$499.8K (+$211.2K)
Filed 2026-11-05
Stirlingshire Investments, Inc.
INCREASED
Shares2,651 from 2,064
Change+587 (+28%)
Value$495.9K (+$255.1K)
Filed 2026-11-05
Rasp Wealth Solutions, LLC
INCREASED
Shares2,646 from 2,638
Change+8 (+0%)
Value$495.0K (+$187.2K)
Filed 2026-11-06
Central Valley Advisors, LLC
DECREASED
Shares2,641 from 7,921
Change-5,280 (-67%)
Value$494.0K (-$430.1K)
Filed 2026-10-27
Montis Financial, LLC
DECREASED
Shares2,638 from 3,062
Change-424 (-14%)
Value$493.4K (+$136.2K)
Filed 2026-11-04
Folger Nolan Fleming Douglas Capital Management, Inc
DECREASED
Shares2,615 from 2,635
Change-20 (-1%)
Value$489.1K (+$181.7K)
Filed 2026-10-13
LifeWealth Investments, LLC
DECREASED
Shares2,614 from 2,734
Change-120 (-4%)
Value$489.0K (+$170.0K)
Filed 2026-10-21
Wealth Analytics Partners, LLC
INCREASED
Shares2,614 from 2,564
Change+50 (+2%)
Value$488.9K (+$146.0K)
Filed 2026-10-19
Farmers & Merchants Investments Inc
DECREASED
Shares2,601 from 2,677
Change-76 (-3%)
Value$486.5K (+$174.2K)
Filed 2026-10-22
Sanders Morris Harris LLC
NEW
Shares2,600
Change+2,600
Value$487.9K
Filed 2026-10-14
Pathway Wealth Management LLC
UNCHANGED
Shares2,600 from 2,600
Change0 (0%)
Value$486.3K (+$183.0K)
Filed 2026-10-19
WMS Group LLC
UNCHANGED
Shares2,600 from 2,600
Change0 (0%)
Value$486.3K (+$183.0K)
Filed 2026-11-06
LongView Wealth Management
DECREASED
Shares2,598 from 2,798
Change-200 (-7%)
Value$486.0K (+$159.5K)
Filed 2026-10-19
Winter & Associates, Inc.
INCREASED
Shares2,597 from 2,588
Change+9 (+0%)
Value$500.2K (+$198.2K)
Filed 2026-10-23
Financial Perspectives, Inc
UNCHANGED
Shares2,597 from 2,597
Change0 (0%)
Value$485.8K (+$182.8K)
Filed 2026-11-03
Chris Bulman Inc
INCREASED
Shares2,585 from 2,457
Change+128 (+5%)
Value$483.5K (+$196.9K)
Filed 2026-10-20
Hobart Private Capital, LLC
INCREASED
Shares2,578 from 2,336
Change+242 (+10%)
Value$482.2K (+$209.7K)
Filed 2026-10-19
Prevail Innovative Wealth Advisors, LLC
INCREASED
Shares2,573 from 1,800
Change+773 (+43%)
Value$499.5K (+$289.5K)
Filed 2026-10-20
Adelphi Trust Co
INCREASED
Shares2,561 from 2,520
Change+41 (+2%)
Value$479.0K (+$185.0K)
Filed 2026-10-05
Oak Barrel Wealth Advisory LLC
UNCHANGED
Shares2,561 from 2,561
Change0 (0%)
Value$479.0K (+$180.2K)
Filed 2026-11-05
Hengehold Capital Management LLC
INCREASED
Shares2,542 from 1,988
Change+554 (+28%)
Value$475.4K (+$243.5K)
Filed 2026-10-16
Fogel Capital Management, Inc.
INCREASED
Shares2,540 from 2,220
Change+320 (+14%)
Value$475.1K (+$216.1K)
Filed 2026-11-04
Parkway Wealth Management Group, LLC
DECREASED
Shares2,522 from 27,353
Change-24,831 (-91%)
Value$471.7K (-$2.7M)
Filed 2026-10-20
OFC Financial Planning, LLC
DECREASED
Shares2,520 from 2,535
Change-15 (-1%)
Value$471.4K (+$175.6K)
Filed 2026-11-06
Capital Advisors, Ltd. LLC
INCREASED
Shares2,516 from 2,330
Change+186 (+8%)
Value$471 (+$199)
Filed 2026-10-27
Saxony Capital Management, LLC
DECREASED
Shares2,512 from 2,992
Change-480 (-16%)
Value$469.9K (+$120.8K)
Filed 2026-10-15
Redwood Family Wealth LLC
INCREASED
Shares2,511 from 2,467
Change+44 (+2%)
Value$469.7K (+$181.9K)
Filed 2026-10-20
Poehling Capital Management, Inc.
DECREASED
Shares2,508 from 2,558
Change-50 (-2%)
Value$469.1K (+$170.7K)
Filed 2026-10-20
SS&H Financial Advisors, Inc.
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$468 (-$291.5K)
Filed 2026-10-28
Washington Growth Strategies LLC
UNCHANGED
Shares2,498 from 2,498
Change0 (0%)
Value$467.3K (+$175.8K)
Filed 2026-10-19
Eubel Brady & Suttman Asset Management Inc
INCREASED
Shares2,497 from 2,447
Change+50 (+2%)
Value$467 (-$284.5K)
Filed 2026-11-04
Sherman Asset Management, Inc.
INCREASED
Shares2,486 from 78
Change+2,408 (+3087%)
Value$465.0K (+$455.9K)
Filed 2026-11-05
Syntegra Private Wealth Group, LLC
DECREASED
Shares2,486 from 2,779
Change-293 (-11%)
Value$465.0K (+$140.8K)
Filed 2026-10-13
Oak Grove Capital LLC
NEW
Shares2,485
Change+2,485
Value$464.8K
Filed 2026-10-09
Atala Financial Inc
UNCHANGED
Shares2,481 from 2,481
Change0 (0%)
Value$464.1K (+$174.6K)
Filed 2026-10-22
Sutton Place Investors LLC
INCREASED
Shares2,480 from 2,310
Change+170 (+7%)
Value$463.9K (+$194.4K)
Filed 2026-10-20
Biltmore Family Office, LLC
NEW
Shares2,475
Change+2,475
Value$462.9K
Filed 2026-11-03
Wealth Intelligence, LLC
INCREASED
Shares2,459 from 2,368
Change+91 (+4%)
Value$460.0K (+$183.7K)
Filed 2026-10-16
Albion Financial Group
INCREASED
Shares2,455 from 1,410
Change+1,045 (+74%)
Value$459.2K (+$294.7K)
Filed 2026-10-21
Herold Advisors, Inc.
DECREASED
Shares2,446 from 2,744
Change-298 (-11%)
Value$457.5K (+$137.5K)
Filed 2026-10-19
Channel Wealth LLC
INCREASED
Shares2,436 from 2,381
Change+55 (+2%)
Value$455.7K (+$177.9K)
Filed 2026-11-06
Ballast Rock Private Wealth LLC
DECREASED
Shares2,435 from 2,585
Change-150 (-6%)
Value$455.5K (+$153.9K)
Filed 2026-10-26
Meritas Wealth Management, LLC
UNCHANGED
Shares2,435 from 2,435
Change0 (0%)
Value$455.5K (+$171.4K)
Filed 2026-10-14
Aviance Capital Partners, LLC
INCREASED
Shares2,434 from 2,421
Change+13 (+1%)
Value$455.2K (+$172.8K)
Filed 2026-10-29
Gould Asset Management LLC
INCREASED
Shares2,430 from 2,391
Change+39 (+2%)
Value$454.5K (+$175.6K)
Filed 2026-11-06
Uptick Partners, LLC
INCREASED
Shares2,413 from 2,199
Change+214 (+10%)
Value$451.3K (+$194.7K)
Filed 2026-11-04
Axxion S.A.
UNCHANGED
Shares2,410 from 2,410
Change0 (0%)
Value$450.8K (+$169.6K)
Filed 2026-10-22
Avion Wealth
INCREASED
Shares2,409 from 2,185
Change+224 (+10%)
Value$450 (-$253.6K)
Filed 2026-11-04
SeaBridge Investment Advisors LLC
NEW
Shares2,404
Change+2,404
Value$449.7K
Filed 2026-11-02
Bill Few Associates, Inc.
DECREASED
Shares2,402 from 2,702
Change-300 (-11%)
Value$449.3K (+$134.1K)
Filed 2026-10-09
Jmac Enterprises LLC
NEW
Shares2,400
Change+2,400
Value$448.9K
Filed 2026-10-30
Winthrop Advisory Group LLC
INCREASED
Shares2,390 from 2,054
Change+336 (+16%)
Value$447.1K (+$207.4K)
Filed 2026-10-22
ProVise Management Group, LLC
DECREASED
Shares2,385 from 3,440
Change-1,055 (-31%)
Value$446.1K (+$44.8K)
Filed 2026-11-06
Blue Bell Private Wealth Management, LLC
INCREASED
Shares2,379 from 1,981
Change+398 (+20%)
Value$445.1K (+$213.9K)
Filed 2026-10-29
Jacobs & Co
DECREASED
Shares2,377 from 2,387
Change-10 (0%)
Value$444 (+$166)
Filed 2026-10-09
Intesa Sanpaolo Wealth Management
DECREASED
Shares2,364 from 3,649
Change-1,285 (-35%)
Value$442.2K (+$16.5K)
Filed 2026-10-28
Paragon Private Wealth Management, LLC
DECREASED
Shares2,358 from 3,487
Change-1,129 (-32%)
Value$441.1K (+$34.2K)
Filed 2026-10-20
Glass Wealth Management Co LLC
INCREASED
Shares2,345 from 2,307
Change+38 (+2%)
Value$438.6K (+$169.5K)
Filed 2026-10-28
Quantum Financial Planning Services, Inc.
DECREASED
Shares2,344 from 2,444
Change-100 (-4%)
Value$438.4K (+$153.3K)
Filed 2026-10-14
Tortoise Investment Management, LLC
INCREASED
Shares2,333 from 2,181
Change+152 (+7%)
Value$436.4K (+$181.9K)
Filed 2026-11-06
Kennebec Savings Bank
INCREASED
Shares2,328 from 2,119
Change+209 (+10%)
Value$435.5K (+$188.2K)
Filed 2026-10-22
BOS Asset Management, LLC
UNCHANGED
Shares2,326 from 2,326
Change0 (0%)
Value$435.1K (+$163.7K)
Filed 2026-10-09
American Institute for Advanced Investment Management, LLP
UNCHANGED
Shares2,320 from 2,320
Change0 (0%)
Value$434.0K (+$163.3K)
Filed 2026-11-03
First County Bank
INCREASED
Shares2,316 from 2,160
Change+156 (+7%)
Value$433.2K (+$181.2K)
Filed 2026-10-13
Weaver Consulting Group
DECREASED
Shares2,315 from 22,006
Change-19,691 (-89%)
Value$433.0K (-$2.1M)
Filed 2026-10-07
Halter Ferguson Financial Inc.
INCREASED
Shares2,307 from 2,177
Change+130 (+6%)
Value$431.5K (+$177.6K)
Filed 2026-10-21
Total Wealth Planning & Management, Inc.
INCREASED
Shares2,302 from 2,019
Change+283 (+14%)
Value$430.6K (+$195.0K)
Filed 2026-10-23
RAM Investment Partners, LLC
INCREASED
Shares2,300 from 2,225
Change+75 (+3%)
Value$430.2K (+$170.6K)
Filed 2026-10-21
ACT Advisors, Llc.
INCREASED
Shares2,299 from 1,949
Change+350 (+18%)
Value$430.0K (+$202.6K)
Filed 2026-10-15
Worth Financial Advisory Group, LLC
DECREASED
Shares2,299 from 2,377
Change-78 (-3%)
Value$430.0K (+$152.7K)
Filed 2026-10-19
IFC & Insurance Marketing, Inc.
DECREASED
Shares2,299 from 2,349
Change-50 (-2%)
Value$430.0K (+$156.0K)
Filed 2026-10-16
Chemistry Wealth Management LLC
DECREASED
Shares2,282 from 3,337
Change-1,055 (-32%)
Value$426.8K (+$37.5K)
Filed 2026-10-16
Sage Rhino Capital LLC
INCREASED
Shares2,282 from 2,045
Change+237 (+12%)
Value$426.8K (+$188.2K)
Filed 2026-10-28
PVG Asset Management Corp
DECREASED
Shares2,279 from 15,503
Change-13,224 (-85%)
Value$426.3K (-$1.4M)
Filed 2026-10-19
Opinicus Capital, Inc.
INCREASED
Shares2,276 from 2,223
Change+53 (+2%)
Value$425.7K (+$166.4K)
Filed 2026-10-28
Gaddis Premier Wealth Advisors LLC
DECREASED
Shares2,276 from 2,310
Change-34 (-1%)
Value$425.7K (+$156.2K)
Filed 2026-10-29
RBA Wealth Management, LLC
NEW
Shares2,262
Change+2,262
Value$423.1K
Filed 2026-10-28
Endeavor Private Wealth, Inc.
INCREASED
Shares2,251 from 2,025
Change+226 (+11%)
Value$421.0K (+$184.8K)
Filed 2026-11-05
Pinnacle Financial Group, LLC / IL
INCREASED
Shares2,248 from 2,192
Change+56 (+3%)
Value$420.5K (+$164.7K)
Filed 2026-10-29
First Command Advisory Services, Inc.
INCREASED
Shares2,244 from 1,359
Change+885 (+65%)
Value$419.7K (+$261.2K)
Filed 2026-11-05
Motive Wealth Advisors
INCREASED
Shares2,237 from 1,811
Change+426 (+24%)
Value$418.4K (+$207.1K)
Filed 2026-10-26
Clear Investment Research, LLC
INCREASED
Shares2,233 from 2,190
Change+43 (+2%)
Value$417.7K (+$162.2K)
Filed 2026-11-06
Mine & Arao Wealth Creation & Management, Llc.
INCREASED
Shares2,225 from 2,100
Change+125 (+6%)
Value$416.2K (+$171.2K)
Filed 2026-10-29
Montz Harcus Wealth Management LLC
INCREASED
Shares2,224 from 2,203
Change+21 (+1%)
Value$416.0K (+$159.0K)
Filed 2026-10-09
Edgemoor Investment Advisors, Inc.
INCREASED
Shares2,221 from 2,175
Change+46 (+2%)
Value$415.4K (+$161.7K)
Filed 2026-11-03
Schneider Downs Wealth Management Advisors, LP
NEW
Shares2,215
Change+2,215
Value$414.3K
Filed 2026-10-27
Beese Fulmer Investment Management, Inc.
INCREASED
Shares2,211 from 2,127
Change+84 (+4%)
Value$413.6K (+$165.4K)
Filed 2026-10-23
Smallwood Wealth Investment Management, LLC
INCREASED
Shares2,209 from 2,171
Change+38 (+2%)
Value$413.2K (+$159.9K)
Filed 2026-10-30
Grey Fox Wealth Advisors, LLC
NEW
Shares2,207
Change+2,207
Value$412.8K
Filed 2026-11-03
GGM Financial LLC
INCREASED
Shares2,193 from 1,981
Change+212 (+11%)
Value$410.2K (+$179.1K)
Filed 2026-11-05
Darden Wealth Group Inc
INCREASED
Shares2,193 from 2,128
Change+65 (+3%)
Value$410.2K (+$161.9K)
Filed 2026-11-06
Friday Financial
INCREASED
Shares2,192 from 1,644
Change+548 (+33%)
Value$416.6K (+$195.7K)
Filed 2026-10-09
Droms Strauss Advisors Inc
UNCHANGED
Shares2,192 from 2,192
Change0 (0%)
Value$410.0K (+$154.3K)
Filed 2026-11-03
Crusonia Wealth Advisors LLC
NEW
Shares2,185
Change+2,185
Value$408.7K
Filed 2026-10-26
Clark Asset Management, LLC
NEW
Shares2,172
Change+2,172
Value$406.3K
Filed 2026-10-19
AMI Asset Management Corp
INCREASED
Shares2,164 from 2,119
Change+45 (+2%)
Value$404.8K (+$157.6K)
Filed 2026-10-20
Institute for Wealth Management, Llc.
INCREASED
Shares2,159 from 2,131
Change+28 (+1%)
Value$403.9K (+$155.3K)
Filed 2026-11-06
Lantz Financial LLC
INCREASED
Shares2,152 from 1,951
Change+201 (+10%)
Value$402.5K (+$174.9K)
Filed 2026-10-15
Commerce Advisors, LLC
INCREASED
Shares2,150 from 2,098
Change+52 (+2%)
Value$402.2K (+$157.4K)
Filed 2026-10-19
Brown Wealth Management, LLC
INCREASED
Shares2,148 from 1,719
Change+429 (+25%)
Value$401.8K (+$201.2K)
Filed 2026-10-20
Seven Mile Advisory
DECREASED
Shares2,136 from 2,195
Change-59 (-3%)
Value$399.6K (+$143.5K)
Filed 2026-10-22
High Net Worth Advisory Group LLC
INCREASED
Shares2,132 from 1,831
Change+301 (+16%)
Value$398.8K (+$185.2K)
Filed 2026-10-26
Samalin Investment Counsel, LLC
INCREASED
Shares2,130 from 2,105
Change+25 (+1%)
Value$398.3K (+$152.8K)
Filed 2026-10-23
Naples Global Advisors, LLC
DECREASED
Shares2,123 from 3,573
Change-1,450 (-41%)
Value$397.1K (-$19.8K)
Filed 2026-11-05
KCM Investment Advisors LLC
NEW
Shares2,117
Change+2,117
Value$396.1K
Filed 2026-10-27
Aegis Wealth Management, Inc.
DECREASED
Shares2,117 from 2,616
Change-499 (-19%)
Value$396.0K (+$90.8K)
Filed 2026-10-26
Owl Creek Wealth Partners LLC
INCREASED
Shares2,115 from 1,968
Change+147 (+7%)
Value$395.6K (+$166.0K)
Filed 2026-10-20
Breakwater Investment Management
INCREASED
Shares2,111 from 2,092
Change+19 (+1%)
Value$394.9K (+$150.8K)
Filed 2026-10-20
Investmark Advisory Group LLC
INCREASED
Shares2,109 from 1,855
Change+254 (+14%)
Value$394.5K (+$178.1K)
Filed 2026-10-27
Jackson Creek Investment Advisors LLC
DECREASED
Shares2,103 from 2,242
Change-139 (-6%)
Value$393 (+$117)
Filed 2026-11-04
Centerpoint Advisors, LLC
DECREASED
Shares2,093 from 2,192
Change-99 (-5%)
Value$391 (-$255.6K)
Filed 2026-11-05
Nadler Financial Group, Inc.
UNCHANGED
Shares2,092 from 2,092
Change0 (0%)
Value$391.3K (+$147.2K)
Filed 2026-10-23
Five Oceans Advisors
INCREASED
Shares2,085 from 1,905
Change+180 (+9%)
Value$390.0K (+$167.7K)
Filed 2026-10-22
GW Henssler & Associates LTD
INCREASED
Shares2,079 from 2,026
Change+53 (+3%)
Value$388.9K (+$152.5K)
Filed 2026-10-26
LexAurum Advisors, LLC
NEW
Shares2,068
Change+2,068
Value$386.8K
Filed 2026-10-19
Cathy Pareto & Associates, Inc
DECREASED
Shares2,066 from 2,116
Change-50 (-2%)
Value$386.4K (+$139.8K)
Filed 2026-10-15
Ddfg, Inc
UNCHANGED
Shares2,066 from 2,066
Change0 (0%)
Value$386.4K (+$145.4K)
Filed 2026-10-15
Global View Capital Management LLC
DECREASED
Shares2,065 from 2,252
Change-187 (-8%)
Value$386.3K (+$123.5K)
Filed 2026-10-28
Michels Family Financial, LLC
INCREASED
Shares2,064 from 1,874
Change+190 (+10%)
Value$386.1K (+$167.4K)
Filed 2026-11-02
Manchester Capital Management LLC
DECREASED
Shares2,055 from 2,219
Change-164 (-7%)
Value$384.4K (+$125.5K)
Filed 2026-10-22
CMG Global Holdings, LLC
UNCHANGED
Shares2,055 from 2,055
Change0 (0%)
Value$384.4K (+$144.6K)
Filed 2026-10-14
Demars Financial Group, LLC
INCREASED
Shares2,054 from 2,000
Change+54 (+3%)
Value$384.3K (+$150.9K)
Filed 2026-10-22
Black Diamond Financial, LLC
DECREASED
Shares2,052 from 7,852
Change-5,800 (-74%)
Value$383.8K (-$532.3K)
Filed 2026-10-26
Capstone Wealth Management Group, Inc.
UNCHANGED
Shares2,050 from 2,050
Change0 (0%)
Value$383.5K (+$144.3K)
Filed 2026-10-19
Tsfg, LLC
DECREASED
Shares2,045 from 4,929
Change-2,884 (-59%)
Value$383 (-$574.6K)
Filed 2026-10-23
AA Financial Advisors, LLC
INCREASED
Shares2,037 from 2,020
Change+17 (+1%)
Value$381.0K (+$145.3K)
Filed 2026-10-19
Beaumont Financial Advisors, LLC
DECREASED
Shares2,036 from 2,186
Change-150 (-7%)
Value$380.8K (+$125.8K)
Filed 2026-10-22
Life Planning Partners, Inc
DECREASED
Shares2,034 from 2,143
Change-109 (-5%)
Value$380.5K (+$130.4K)
Filed 2026-10-28
W.G. Shaheen & Associates DBA Whitney & Co
INCREASED
Shares2,033 from 2,001
Change+32 (+2%)
Value$380.3K (+$146.8K)
Filed 2026-11-03
Salomon & Ludwin, LLC
DECREASED
Shares2,031 from 2,121
Change-90 (-4%)
Value$379.9K (+$113.2K)
Filed 2026-10-29
Hartford Financial Management Inc.
INCREASED
Shares2,030 from 1,930
Change+100 (+5%)
Value$379.7K (+$154.5K)
Filed 2026-10-21
CFM Wealth Partners LLC
INCREASED
Shares2,030 from 1,937
Change+93 (+5%)
Value$379.7K (+$153.7K)
Filed 2026-11-05
Activest Wealth Management
DECREASED
Shares2,030 from 2,053
Change-23 (-1%)
Value$379.7K (+$140.2K)
Filed 2026-10-15
First Affirmative Financial Network
NEW
Shares2,026
Change+2,026
Value$379.0K
Filed 2026-10-21
Hoxton Planning & Management, LLC
NEW
Shares2,025
Change+2,025
Value$378.8K
Filed 2026-10-15
Summit Financial Wealth Advisors, LLC
NEW
Shares2,015
Change+2,015
Value$376.9K
Filed 2026-10-15
Quaker Wealth Management, LLC
DECREASED
Shares2,013 from 2,067
Change-54 (-3%)
Value$376.5K (+$135.4K)
Filed 2026-10-22
Avantra Family Wealth, Inc.
NEW
Shares2,006
Change+2,006
Value$375.3K
Filed 2026-10-20
Hunter Associates Investment Management LLC
NEW
Shares2,003
Change+2,003
Value$374
Filed 2026-10-26
Whelan Financial
NEW
Shares2,002
Change+2,002
Value$374.5K
Filed 2026-10-28
Merrion Investment Management Co, LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$374.1K (+$140.8K)
Filed 2026-10-16
Shore Point Advisors, LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$374.1K (+$140.8K)
Filed 2026-10-14
Integrity Investment Advisors, LLC
INCREASED
Shares1,996 from 1,848
Change+148 (+8%)
Value$373.4K (+$157.7K)
Filed 2026-11-03
Market Street Wealth Management Advisors LLC
NEW
Shares1,994
Change+1,994
Value$373.0K
Filed 2026-10-09
Rinkey Investments
INCREASED
Shares1,984 from 1,789
Change+195 (+11%)
Value$371.1K (+$162.4K)
Filed 2026-10-28
Iron Financial LLC
DECREASED
Shares1,977 from 2,017
Change-40 (-2%)
Value$369.8K (+$134.5K)
Filed 2026-10-23
Sage Investment Advisers LLC
INCREASED
Shares1,975 from 1,900
Change+75 (+4%)
Value$369.4K (+$147.8K)
Filed 2026-10-21
Legacy Wealth Management, LLC / MS
NEW
Shares1,964
Change+1,964
Value$367.4K
Filed 2026-10-30
Pinkerton Wealth, LLC
INCREASED
Shares1,959 from 1,423
Change+536 (+38%)
Value$366.4K (+$158.3K)
Filed 2026-10-29
Brian LOW Financial Group, LLC
INCREASED
Shares1,956 from 1,923
Change+33 (+2%)
Value$365.9K (+$141.5K)
Filed 2026-10-28
James T. Borello RIA
DECREASED
Shares1,955 from 2,015
Change-60 (-3%)
Value$365.7K (+$130.6K)
Filed 2026-10-16
TSA Wealth Managment LLC
NEW
Shares1,952
Change+1,952
Value$365.1K
Filed 2026-10-22
Quantify Chaos Advisors, LLC
NEW
Shares1,941
Change+1,941
Value$363.1K
Filed 2026-11-04
Hoge Financial Services, LLC
NEW
Shares1,930
Change+1,930
Value$361.9K
Filed 2026-11-05
Asset Planning,Inc
UNCHANGED
Shares1,930 from 1,930
Change0 (0%)
Value$361.0K (+$135.8K)
Filed 2026-10-26
Trueblood Wealth Management, LLC
INCREASED
Shares1,925 from 1,918
Change+7 (+0%)
Value$360.1K (+$136.3K)
Filed 2026-10-23
Fearless Solutions, LLC dba Best Invest
DECREASED
Shares1,921 from 2,205
Change-284 (-13%)
Value$359.3K (+$102.1K)
Filed 2026-10-14
Centerpoint Advisory Group
DECREASED
Shares1,920 from 1,990
Change-70 (-4%)
Value$359.1K (+$127.0K)
Filed 2026-10-23
DLK Investment Management, LLC
NEW
Shares1,918
Change+1,918
Value$358.8K
Filed 2026-10-09
Granite Islands Private Wealth, LLC
DECREASED
Shares1,915 from 1,928
Change-13 (-1%)
Value$358.2K (+$133.3K)
Filed 2026-10-16
Tennessee Valley Asset Management Partners
UNCHANGED
Shares1,908 from 1,908
Change0 (0%)
Value$356.9K (+$134.3K)
Filed 2026-11-03
Sierra Summit Advisors LLC
NEW
Shares1,904
Change+1,904
Value$356.1K
Filed 2026-10-28
Plan A Wealth LLC
INCREASED
Shares1,904 from 1,753
Change+151 (+9%)
Value$356.1K (+$151.6K)
Filed 2026-10-08
Chilton Capital Management LLC
DECREASED
Shares1,898 from 2,039
Change-141 (-7%)
Value$355.0K (+$117.1K)
Filed 2026-10-28
Kaufman Rossin Wealth, LLC
NEW
Shares1,892
Change+1,892
Value$353.9K
Filed 2026-10-19
J. L. Bainbridge & Co., Inc.
DECREASED
Shares1,888 from 1,938
Change-50 (-3%)
Value$353.2K (+$127.0K)
Filed 2026-10-20
KOM Wealth Management Group, LLC
INCREASED
Shares1,884 from 1,881
Change+3 (+0%)
Value$352.4K (+$132.9K)
Filed 2026-10-15
Grove Bank & Trust
INCREASED
Shares1,869 from 1,677
Change+192 (+11%)
Value$349.6K (+$153.9K)
Filed 2026-10-08
Griffin Asset Management, Inc.
NEW
Shares1,867
Change+1,867
Value$349.2K
Filed 2026-10-22
Kelleher Financial Advisors
DECREASED
Shares1,867 from 4,726
Change-2,859 (-60%)
Value$349.2K (-$202.2K)
Filed 2026-10-30
RMR Capital Management, LLC
UNCHANGED
Shares1,867 from 1,867
Change0 (0%)
Value$349.2K (+$131.4K)
Filed 2026-10-23
West Paces Advisors Inc.
DECREASED
Shares1,861 from 1,864
Change-3 (0%)
Value$348.1K (+$130.6K)
Filed 2026-10-13
Cushing Capital Partners, LLC
NEW
Shares1,856
Change+1,856
Value$347.2K
Filed 2026-10-20
Elevation Wealth Partners, LLC
INCREASED
Shares1,849 from 1,822
Change+27 (+1%)
Value$345.9K (+$133.3K)
Filed 2026-10-07
Advisory Advocates, LLC
NEW
Shares1,845
Change+1,845
Value$345.2K
Filed 2026-11-05
Alpine Bank Wealth Management
DECREASED
Shares1,842 from 1,958
Change-116 (-6%)
Value$344.5K (+$116.1K)
Filed 2026-10-16
Single Point Partners, LLC
DECREASED
Shares1,842 from 1,942
Change-100 (-5%)
Value$344.5K (+$118.0K)
Filed 2026-10-19
Goldenstone Wealth Management LLC
NEW
Shares1,840
Change+1,840
Value$344.1K
Filed 2026-11-04
WT Wealth Management
DECREASED
Shares1,839 from 3,001
Change-1,162 (-39%)
Value$344.0K (-$6.1K)
Filed 2026-10-13
ETF Store, Inc.
DECREASED
Shares1,836 from 1,997
Change-161 (-8%)
Value$343.4K (+$110.4K)
Filed 2026-10-19
Woodard & Co Asset Management Group Inc
DECREASED
Shares1,833 from 8,446
Change-6,613 (-78%)
Value$342.9K (-$642.5K)
Filed 2026-11-03
Vista Investment Partners II, LLC
INCREASED
Shares1,833 from 1,742
Change+91 (+5%)
Value$342.9K (+$139.6K)
Filed 2026-10-15
Weinberger Asset Management, Inc
INCREASED
Shares1,832 from 1,763
Change+69 (+4%)
Value$342.7K (+$125.7K)
Filed 2026-10-28
Cherrydale Wealth Management, LLC
NEW
Shares1,827
Change+1,827
Value$341.7K
Filed 2026-10-20
Tortuga Wealth Management, Inc
DECREASED
Shares1,827 from 8,806
Change-6,979 (-79%)
Value$341.7K (-$685.7K)
Filed 2026-10-27
Tenon Financial LLC
NEW
Shares1,826
Change+1,826
Value$341.6K
Filed 2026-10-14
Gradient Capital Advisors, LLC
NEW
Shares1,824
Change+1,824
Value$341.2K
Filed 2026-10-21
RKL Wealth Management LLC
NEW
Shares1,819
Change+1,819
Value$340.2K
Filed 2026-10-16
6th Street Advisors, LLC
DECREASED
Shares1,814 from 2,035
Change-221 (-11%)
Value$339.3K (+$101.9K)
Filed 2026-10-14
Tanager Wealth Management LLP
NEW
Shares1,811
Change+1,811
Value$338.7K
Filed 2026-10-19
Commons Capital, LLC
NEW
Shares1,804
Change+1,804
Value$337.4K
Filed 2026-11-05
Finivi Inc.
DECREASED
Shares1,801 from 1,829
Change-28 (-2%)
Value$336.9K (+$123.5K)
Filed 2026-10-13
McKinley Carter Wealth Services, Inc.
NEW
Shares1,797
Change+1,797
Value$336.1K
Filed 2026-10-16
Advisor Resource Council
DECREASED
Shares1,796 from 1,987
Change-191 (-10%)
Value$340.2K (+$79.6K)
Filed 2026-11-05
Clear Wave Wealth Management LLC
NEW
Shares1,790
Change+1,790
Value$334.8K
Filed 2026-11-04
Gibraltar Capital Management, Inc.
INCREASED
Shares1,788 from 1,735
Change+53 (+3%)
Value$334.4K (+$132.0K)
Filed 2026-10-27
Balance Wealth Partners LLC
DECREASED
Shares1,784 from 1,995
Change-211 (-11%)
Value$333.7K (+$100.9K)
Filed 2026-10-27
Chatham Capital Group, Inc.
DECREASED
Shares1,780 from 1,870
Change-90 (-5%)
Value$332.9K (+$114.8K)
Filed 2026-10-16
Nixon Peabody Trust Co
INCREASED
Shares1,776 from 1,735
Change+41 (+2%)
Value$332.2K (+$129.8K)
Filed 2026-10-23
Twelve Points Wealth Management LLC
DECREASED
Shares1,771 from 1,958
Change-187 (-10%)
Value$326.0K (+$97.6K)
Filed 2026-11-03
Hummer Financial Advisory Services Inc
UNCHANGED
Shares1,770 from 1,770
Change0 (0%)
Value$331.1K (+$124.6K)
Filed 2026-10-09
Astra Wealth Partners LLC
NEW
Shares1,766
Change+1,766
Value$330.3K
Filed 2026-11-06
Matrix Asset Advisors Inc
DECREASED
Shares1,763 from 2,063
Change-300 (-15%)
Value$329.8K (+$89.1K)
Filed 2026-10-13
B.O.S.S. Retirement Advisors, LLC
NEW
Shares1,758
Change+1,758
Value$328.8K
Filed 2026-10-26
CMH Wealth Management LLC
DECREASED
Shares1,756 from 2,056
Change-300 (-15%)
Value$328.5K (+$88.6K)
Filed 2026-10-22
Community Bank & Trust, Waco, Texas
UNCHANGED
Shares1,750 from 1,750
Change0 (0%)
Value$327 (-$203.7K)
Filed 2026-10-19
Trust Co of Vermont
INCREASED
Shares1,749 from 1,227
Change+522 (+43%)
Value$327.2K (+$184.0K)
Filed 2026-10-21
Wolff Wiese Magana LLC
INCREASED
Shares1,740 from 1,738
Change+2 (+0%)
Value$325.5K (+$122.7K)
Filed 2026-10-15
Founders Grove Wealth Partners, LLC
NEW
Shares1,732
Change+1,732
Value$324.0K
Filed 2026-10-16
Seven Hills Financial, LLC
NEW
Shares1,732
Change+1,732
Value$324.0K
Filed 2026-10-13
Lotus Asset Management LLC
NEW
Shares1,725
Change+1,725
Value$322.7K
Filed 2026-10-14
Quattro Financial Advisors LLC
NEW
Shares1,725
Change+1,725
Value$322.7K
Filed 2026-10-15
Foronjy Financial LLC
DECREASED
Shares1,721 from 1,984
Change-263 (-13%)
Value$321.9K (+$90.4K)
Filed 2026-10-14
Fortitude Advisory Group L.L.C.
INCREASED
Shares1,720 from 1,718
Change+2 (+0%)
Value$321.7K (+$121.3K)
Filed 2026-10-15
PUREfi Wealth, LLC
NEW
Shares1,716
Change+1,716
Value$321.0K
Filed 2026-10-19
Dillon & Associates Inc
UNCHANGED
Shares1,710 from 1,710
Change0 (0%)
Value$320 (-$199.7K)
Filed 2026-10-22
Raab & Moskowitz Asset Management LLC
NEW
Shares1,709
Change+1,709
Value$319.7K
Filed 2026-11-02
Milestone Asset Management Group, LLC
NEW
Shares1,707
Change+1,707
Value$319.4K
Filed 2026-10-20
Essential Partners LLC
DECREASED
Shares1,707 from 1,710
Change-3 (0%)
Value$319.3K (+$119.8K)
Filed 2026-10-14
Eurizon SLJ Capital Ltd
DECREASED
Shares1,705 from 2,056
Change-351 (-17%)
Value$318.9K (+$79.0K)
Filed 2026-11-06
Graetz Wealth LLC
DECREASED
Shares1,702 from 2,031
Change-329 (-16%)
Value$318.3K (+$81.3K)
Filed 2026-10-27
Woodward Diversified Capital, LLC
NEW
Shares1,700
Change+1,700
Value$318.0K
Filed 2026-10-21
Collaborative Capital Advisors LLC
NEW
Shares1,688
Change+1,688
Value$315.7K
Filed 2026-11-06
Hurley Capital, LLC
INCREASED
Shares1,688 from 1,649
Change+39 (+2%)
Value$315.7K (+$123.4K)
Filed 2026-11-05
Virtue Asset Management LLC
NEW
Shares1,683
Change+1,683
Value$314.9K
Filed 2026-10-21
Hughes Financial Services, LLC
INCREASED
Shares1,682 from 1,501
Change+181 (+12%)
Value$330.4K (+$155.3K)
Filed 2026-10-30
Financial Security Advisor, Inc.
NEW
Shares1,681
Change+1,681
Value$314.4K
Filed 2026-11-03
Artesa Financial Group, LLC
NEW
Shares1,675
Change+1,675
Value$313.3K
Filed 2026-10-29
Opal Wealth Advisors, LLC
NEW
Shares1,671
Change+1,671
Value$312.6K
Filed 2026-10-16
Elco Management Co., LLC
DECREASED
Shares1,666 from 1,935
Change-269 (-14%)
Value$311.6K (+$85.9K)
Filed 2026-10-14
Atlas Wealth Partners, LLC
NEW
Shares1,665
Change+1,665
Value$311.4K
Filed 2026-11-03
PCG Asset Management, LLC
NEW
Shares1,663
Change+1,663
Value$311.1K
Filed 2026-11-05
Vision Financial Markets LLC
DECREASED
Shares1,657 from 1,882
Change-225 (-12%)
Value$315.1K (+$80.2K)
Filed 2026-10-22
1900 Wealth Management LLC
NEW
Shares1,653
Change+1,653
Value$309.2K
Filed 2026-10-13
Physician Wealth Advisors, Inc.
INCREASED
Shares1,649 from 1,476
Change+173 (+12%)
Value$308.5K (+$136.2K)
Filed 2026-10-20
GSG Advisors LLC
DECREASED
Shares1,648 from 1,893
Change-245 (-13%)
Value$308.3K (+$87.4K)
Filed 2026-11-03
Encompass More Asset Management
NEW
Shares1,639
Change+1,639
Value$306.6K
Filed 2026-10-16
Lord & Richards Wealth Management, LLC
NEW
Shares1,635
Change+1,635
Value$305.8K
Filed 2026-10-14
Midland Wealth Advisors, LLC
NEW
Shares1,625
Change+1,625
Value$304.0K
Filed 2026-10-26
Gill Capital Partners, LLC
UNCHANGED
Shares1,625 from 1,625
Change0 (0%)
Value$304.0K (+$114.4K)
Filed 2026-10-13
Allen Mooney & Barnes Investment Advisors LLC
DECREASED
Shares1,624 from 2,632
Change-1,008 (-38%)
Value$303.8K (-$3.3K)
Filed 2026-10-08
One Day In July LLC
NEW
Shares1,612
Change+1,612
Value$301.5K
Filed 2026-10-30
Quartz Partners, LLC
NEW
Shares1,610
Change+1,610
Value$301.2K
Filed 2026-11-03
Shelton Wealth Management, LLC
UNCHANGED
Shares1,610 from 1,610
Change0 (0%)
Value$301.2K (+$113.3K)
Filed 2026-10-16
Fermata Advisors, LLC
NEW
Shares1,606
Change+1,606
Value$300.4K
Filed 2026-10-13
Spectrum Planning & Advisory Services Inc.
NEW
Shares1,605
Change+1,605
Value$300.2K
Filed 2026-11-05
Coyle Financial Counsel LLC
NEW
Shares1,602
Change+1,602
Value$299.7K
Filed 2026-10-28
Alliance Wealth Advisors, LLC
DECREASED
Shares1,601 from 1,775
Change-174 (-10%)
Value$299.5K (+$92.4K)
Filed 2026-10-28
Cardinal Strategic Wealth Guidance
DECREASED
Shares1,597 from 2,380
Change-783 (-33%)
Value$298.7K (+$21.0K)
Filed 2026-11-02
waypoint wealth counsel
NEW
Shares1,596
Change+1,596
Value$298.5K
Filed 2026-10-22
Harmony Asset Management LLC
DECREASED
Shares1,595 from 1,726
Change-131 (-8%)
Value$298.4K (+$97.0K)
Filed 2026-10-20
XY Planning Network, Inc.
NEW
Shares1,594
Change+1,594
Value$298.2K
Filed 2026-10-14
Barrett & Company, Inc.
INCREASED
Shares1,590 from 1,100
Change+490 (+45%)
Value$297.4K (+$169.1K)
Filed 2026-10-22
Castleview Partners, LLC
NEW
Shares1,588
Change+1,588
Value$297.0K
Filed 2026-10-09
Piedmont Capital Management, LLC
NEW
Shares1,587
Change+1,587
Value$296.8K
Filed 2026-10-21
Birch Financial Group, LLC
NEW
Shares1,587
Change+1,587
Value$296.9K
Filed 2026-10-27
Gibson Capital, LLC
NEW
Shares1,582
Change+1,582
Value$295.9K
Filed 2026-10-23
Gallacher Capital Management LLC
DECREASED
Shares1,582 from 3,516
Change-1,934 (-55%)
Value$295.9K (-$114.3K)
Filed 2026-10-30
August Group Capital Ltd
NEW
Shares1,579
Change+1,579
Value$295.2K
Filed 2026-10-14
Journey Retirement Planning & Investment Management LLC
NEW
Shares1,579
Change+1,579
Value$295.4K
Filed 2026-10-09
Essex LLC
DECREASED
Shares1,573 from 3,835
Change-2,262 (-59%)
Value$294.2K (-$153.2K)
Filed 2026-10-14
Advocate Investing Services LLC
INCREASED
Shares1,573 from 1,520
Change+53 (+3%)
Value$294.2K (+$116.9K)
Filed 2026-10-26
ZWJ Investment Counsel Inc
NEW
Shares1,572
Change+1,572
Value$294.0K
Filed 2026-10-15
Barnes Dennig Private Wealth Management LLC
INCREASED
Shares1,571 from 364
Change+1,207 (+332%)
Value$293.9K (+$251.4K)
Filed 2026-10-30
Jeter Robert S II
NEW
Shares1,570
Change+1,570
Value$327.6K
Filed 2026-10-16
Kassira Wealth Management LLC
NEW
Shares1,570
Change+1,570
Value$293.7K
Filed 2026-10-28
Instrumental Wealth, LLC
NEW
Shares1,566
Change+1,566
Value$292.9K
Filed 2026-10-20
Ifrah Financial Services, Inc.
NEW
Shares1,564
Change+1,564
Value$292.5K
Filed 2026-10-13
Zinnia Wealth Advisory, LLC
NEW
Shares1,562
Change+1,562
Value$292.2K
Filed 2026-11-06
Pacific Sage Partners, LLC
NEW
Shares1,560
Change+1,560
Value$291.8K
Filed 2026-10-21
WealthBridge Capital Management, LLC
NEW
Shares1,560
Change+1,560
Value$291.7K
Filed 2026-10-16
Fourpath Capital Management, LLC
NEW
Shares1,559
Change+1,559
Value$291.6K
Filed 2026-10-19
Sentry LLC
NEW
Shares1,558
Change+1,558
Value$291.4K
Filed 2026-10-30
Baron Wealth Management LLC
NEW
Shares1,556
Change+1,556
Value$291.1K
Filed 2026-10-27
Mach-1 Financial Group, LLC
NEW
Shares1,555
Change+1,555
Value$290.9K
Filed 2026-11-06
Allegheny Financial Group
NEW
Shares1,552
Change+1,552
Value$290.3K
Filed 2026-11-05
BlueSky Wealth Advisors, LLC
NEW
Shares1,551
Change+1,551
Value$290.1K
Filed 2026-10-29
Boltwood Capital Management
NEW
Shares1,550
Change+1,550
Value$289.9K
Filed 2026-10-02
Joseph P. Lucia & Associates, LLC
NEW
Shares1,550
Change+1,550
Value$289.9K
Filed 2026-10-30
Vicus Capital
NEW
Shares1,548
Change+1,548
Value$289.6K
Filed 2026-11-05
Grandview Asset Management LLC
DECREASED
Shares1,539 from 1,813
Change-274 (-15%)
Value$287.9K (+$76.3K)
Filed 2026-10-19
Dahring | Cusmano LLC
NEW
Shares1,538
Change+1,538
Value$287.7K
Filed 2026-11-03
Alchemi Wealth, LLC
NEW
Shares1,534
Change+1,534
Value$286.9K
Filed 2026-11-04
LightSquare Wealth Management, LLC
NEW
Shares1,533
Change+1,533
Value$286.7K
Filed 2026-11-03
Indiana Trust & Investment Management Co
DECREASED
Shares1,530 from 1,910
Change-380 (-20%)
Value$286.2K (+$63.3K)
Filed 2026-10-22
First International Bank of Israel Ltd.
NEW
Shares1,528
Change+1,528
Value$285.8K
Filed 2026-11-04
TCI Wealth Advisors, Inc.
NEW
Shares1,525
Change+1,525
Value$285.3K
Filed 2026-10-30
Cobblestone Asset Management LLC
NEW
Shares1,525
Change+1,525
Value$285.3K
Filed 2026-10-13
Clear Retirement Advice LLC
NEW
Shares1,520
Change+1,520
Value$284.3K
Filed 2026-10-22
Bauman Advisory Group, LLC
NEW
Shares1,520
Change+1,520
Value$284.3K
Filed 2026-10-29
Morton Capital Management LLC
NEW
Shares1,515
Change+1,515
Value$283.4K
Filed 2026-10-23
Decision Investments, Inc
DECREASED
Shares1,510 from 2,732
Change-1,222 (-45%)
Value$282.4K (-$36.3K)
Filed 2026-10-07
Highline Wealth Partners LLC
INCREASED
Shares1,507 from 1,170
Change+337 (+29%)
Value$281.9K (+$145.4K)
Filed 2026-10-19
Whitcomb & Hess, Inc.
NEW
Shares1,502
Change+1,502
Value$280.9K
Filed 2026-10-07
Brooklyn FI, LLC
INCREASED
Shares1,500 from 324
Change+1,176 (+363%)
Value$257.6K (+$217.2K)
Filed 2026-11-05
Luts & Greenleigh Group, Inc.
NEW
Shares1,499
Change+1,499
Value$280.4K
Filed 2026-11-05
Poinciana Advisors Group, LLC
NEW
Shares1,486
Change+1,486
Value$278.0K
Filed 2026-11-06
Elmwood Wealth Management, Inc.
NEW
Shares1,485
Change+1,485
Value$277.8K
Filed 2026-10-14
Connecticut Capital Management Group, LLC
NEW
Shares1,485
Change+1,485
Value$277.8K
Filed 2026-10-29
IMG Wealth Management, Inc.
INCREASED
Shares1,480 from 1,341
Change+139 (+10%)
Value$276.8K (+$120.4K)
Filed 2026-10-27
West Wealth Group, LLC
NEW
Shares1,475
Change+1,475
Value$275.9K
Filed 2026-10-14
Headland Capital, LLC
DECREASED
Shares1,475 from 2,875
Change-1,400 (-49%)
Value$275.8K (-$59.6K)
Filed 2026-11-06
Sage Capital Management, LLC
NEW
Shares1,472
Change+1,472
Value$275.6K
Filed 2026-10-20
KFG Wealth Management, LLC
NEW
Shares1,469
Change+1,469
Value$274.8K
Filed 2026-10-16
Plante Moran Financial Advisors, LLC
INCREASED
Shares1,467 from 397
Change+1,070 (+270%)
Value$274.4K (+$228.1K)
Filed 2026-11-04
Townsend Asset Management Corp
NEW
Shares1,466
Change+1,466
Value$274.2K
Filed 2026-10-29
Green Ridge Wealth Planning LLC
NEW
Shares1,466
Change+1,466
Value$274.2K
Filed 2026-10-08
MV Capital Management, Inc.
INCREASED
Shares1,458 from 1,433
Change+25 (+2%)
Value$272.7K (+$105.5K)
Filed 2026-10-29
Compass Financial Group, Inc
NEW
Shares1,456
Change+1,456
Value$272.3K
Filed 2026-10-13
Rainier Family Wealth Inc
NEW
Shares1,451
Change+1,451
Value$271.4K
Filed 2026-11-02
E&G Advisors, LLC
NEW
Shares1,450
Change+1,450
Value$271.2K
Filed 2026-10-13
Lantern Wealth Advisors, LLC
NEW
Shares1,447
Change+1,447
Value$270.7K
Filed 2026-10-22
Romano Brothers and Company
NEW
Shares1,442
Change+1,442
Value$269.7K
Filed 2026-10-22
Cottage Street Advisors LLC
NEW
Shares1,440
Change+1,440
Value$269.4K
Filed 2026-10-19
Entrewealth, LLC
NEW
Shares1,438
Change+1,438
Value$269.0K
Filed 2026-10-14
RIA Advisory Group LLC
DECREASED
Shares1,435 from 2,743
Change-1,308 (-48%)
Value$268.4K (-$51.6K)
Filed 2026-10-15
ERn Financial, LLC
NEW
Shares1,432
Change+1,432
Value$267.9K
Filed 2026-10-28
Bluedoor Private Wealth, LLC
NEW
Shares1,429
Change+1,429
Value$267.3K
Filed 2026-11-05
Taylor & Morgan Wealth Management, LLC
NEW
Shares1,428
Change+1,428
Value$267.1K
Filed 2026-10-09
Post Resch Tallon Group Inc.
NEW
Shares1,425
Change+1,425
Value$266.5K
Filed 2026-10-09
River's Edge Wealth Management, LLC
NEW
Shares1,425
Change+1,425
Value$265.1K
Filed 2026-10-19
Redwood Financial Network Corp
NEW
Shares1,421
Change+1,421
Value$265.8K
Filed 2026-11-03
1834 Investment Advisors Co
DECREASED
Shares1,411 from 1,836
Change-425 (-23%)
Value$263.9K (+$49.7K)
Filed 2026-10-16
Clearstead Trust, LLC
INCREASED
Shares1,410 from 1,337
Change+73 (+5%)
Value$263.7K (+$107.8K)
Filed 2026-11-06
IFG Advisors, LLC
NEW
Shares1,409
Change+1,409
Value$263.6K
Filed 2026-10-15
Wiser Wealth Management, Inc
NEW
Shares1,408
Change+1,408
Value$263.4K
Filed 2026-10-14
Clark Wealth Partners
INCREASED
Shares1,395 from 1,320
Change+75 (+6%)
Value$260.9K (+$106.9K)
Filed 2026-10-19
Evermay Wealth Management LLC
INCREASED
Shares1,392 from 672
Change+720 (+107%)
Value$260.4K (+$182.0K)
Filed 2026-11-05
Outlook Wealth Advisors, LLC
NEW
Shares1,388
Change+1,388
Value$259.6K
Filed 2026-10-28
Tounjian Advisory Partners, LLC
DECREASED
Shares1,386 from 1,425
Change-39 (-3%)
Value$259.3K (+$93.0K)
Filed 2026-11-04
Omni 360 Wealth, Inc.
NEW
Shares1,383
Change+1,383
Value$258.7K
Filed 2026-10-13
Evanson Financial, LLC
NEW
Shares1,378
Change+1,378
Value$257.8K
Filed 2026-10-23
Salvus Wealth Management, LLC
NEW
Shares1,377
Change+1,377
Value$257.5K
Filed 2026-10-13
Strata Wealth Advisors, LLC
NEW
Shares1,373
Change+1,373
Value$256.8K
Filed 2026-10-16
Able Wealth Management LLC
NEW
Shares1,373
Change+1,373
Value$260.0K
Filed 2026-10-13
Hidden Cove Wealth Management, LLC
NEW
Shares1,370
Change+1,370
Value$256.3K
Filed 2026-10-19
Private Capital Advisors, Inc.
NEW
Shares1,365
Change+1,365
Value$255.3K
Filed 2026-10-06
Define Financial, LLC
NEW
Shares1,365
Change+1,365
Value$255.3K
Filed 2026-10-14
Acorn Creek Capital LLC
NEW
Shares1,361
Change+1,361
Value$254.5K
Filed 2026-11-05
Cypress Financial Planning LLC
NEW
Shares1,360
Change+1,360
Value$254.4K
Filed 2026-10-09
Heffernan Advisory, Inc
NEW
Shares1,360
Change+1,360
Value$254.4K
Filed 2026-10-13
GPM Growth Investors, Inc.
NEW
Shares1,359
Change+1,359
Value$254.2K
Filed 2026-10-30
Columbia Advisory Partners LLC
NEW
Shares1,358
Change+1,358
Value$254.0K
Filed 2026-10-15
Dodds Wealth, LLC
NEW
Shares1,358
Change+1,358
Value$254.0K
Filed 2026-11-02
Fairvoy Private Wealth, LLC
NEW
Shares1,358
Change+1,358
Value$254.0K
Filed 2026-10-19
John Boyer, Inc.
NEW
Shares1,356
Change+1,356
Value$253.6K
Filed 2026-10-27
McElhenny Sheffield Capital Management, LLC
NEW
Shares1,355
Change+1,355
Value$253.5K
Filed 2026-11-06
ARS Wealth Advisors Group, LLC
NEW
Shares1,353
Change+1,353
Value$253.1K
Filed 2026-10-16
James J. Burns & Company, LLC
NEW
Shares1,351
Change+1,351
Value$252.7K
Filed 2026-10-22
Axecap Investments, LLC
NEW
Shares1,350
Change+1,350
Value$252.5K
Filed 2026-10-20
365 WMG Private Fund I: Primus Fund LLC
NEW
Shares1,350
Change+1,350
Value$252.5K
Filed 2026-10-20
Vilga Financial Planning LLC
NEW
Shares1,350
Change+1,350
Value$252.5K
Filed 2026-10-09
City State Bank
DECREASED
Shares1,350 from 1,720
Change-370 (-22%)
Value$252.5K (+$51.8K)
Filed 2026-10-20
Harrell Investment Partners, LLC
NEW
Shares1,341
Change+1,341
Value$250.8K
Filed 2026-10-15
TrueWealth Advisors, LLC
NEW
Shares1,339
Change+1,339
Value$250.5K
Filed 2026-10-09
Asset Dedication, LLC
DECREASED
Shares1,327 from 1,356
Change-29 (-2%)
Value$248.2K (+$90.0K)
Filed 2026-11-03
Hudock, Inc.
NEW
Shares1,326
Change+1,326
Value$248.0K
Filed 2026-10-14
FCG Investment Co
NEW
Shares1,325
Change+1,325
Value$247.8K
Filed 2026-10-13
Strategic Advocates LLC
DECREASED
Shares1,325 from 1,447
Change-122 (-8%)
Value$247.8K (+$79.0K)
Filed 2026-11-03
Valued Retirements, Inc.
NEW
Shares1,324
Change+1,324
Value$247.7K
Filed 2026-11-06
Firestone Capital Management
NEW
Shares1,323
Change+1,323
Value$247.5K
Filed 2026-11-03
RS Crum Inc.
NEW
Shares1,312
Change+1,312
Value$245.4K
Filed 2026-10-19
Tenet Wealth Partners, LLC
NEW
Shares1,306
Change+1,306
Value$244.3K
Filed 2026-10-19
TPG Advisors LLC
NEW
Shares1,303
Change+1,303
Value$243.7K
Filed 2026-10-16
Buck Wealth Strategies, LLC
DECREASED
Shares1,303 from 1,406
Change-103 (-7%)
Value$243.7K (+$79.7K)
Filed 2026-10-28
Augustine Asset Management Inc
NEW
Shares1,301
Change+1,301
Value$243.4K
Filed 2026-10-13
Accredited Investors Inc.
NEW
Shares1,300
Change+1,300
Value$243.2K
Filed 2026-11-03
Lpwm LLC
NEW
Shares1,299
Change+1,299
Value$243.0K
Filed 2026-10-20
T3 Companies, LLC
NEW
Shares1,299
Change+1,299
Value$243.0K
Filed 2026-10-22
Register Financial Advisors LLC
NEW
Shares1,299
Change+1,299
Value$243.0K
Filed 2026-10-23
Mlp3, LLC
NEW
Shares1,292
Change+1,292
Value$241.7K
Filed 2026-10-22
Garner Asset Management Corp
NEW
Shares1,288
Change+1,288
Value$256.1K
Filed 2026-10-30
Evexia Wealth LLC
NEW
Shares1,288
Change+1,288
Value$256.1K
Filed 2026-11-05
Grantvest Financial Group LLC
NEW
Shares1,285
Change+1,285
Value$240.4K
Filed 2026-10-21
Lodestar Private Asset Management LLC
NEW
Shares1,277
Change+1,277
Value$238.9K
Filed 2026-10-26
Lewis Asset Management, LLC
NEW
Shares1,277
Change+1,277
Value$238.8K
Filed 2026-10-14
Bonfire Financial
NEW
Shares1,276
Change+1,276
Value$238.7K
Filed 2026-11-06
BNB Wealth Management, LLC
NEW
Shares1,275
Change+1,275
Value$238.5K
Filed 2026-10-28
Altus Wealth Group LLC
NEW
Shares1,272
Change+1,272
Value$237.9K
Filed 2026-10-20
Park Capital Management, LLC / WI
NEW
Shares1,269
Change+1,269
Value$237.4K
Filed 2026-10-13
Baker Boyer National Bank
NEW
Shares1,266
Change+1,266
Value$236.8K
Filed 2026-11-05
LMG Wealth Partners, LLC
NEW
Shares1,263
Change+1,263
Value$236.2K
Filed 2026-11-05
Leslie Global Wealth, LLC
NEW
Shares1,256
Change+1,256
Value$234.9K
Filed 2026-10-26
Presilium Private Wealth, LLC
NEW
Shares1,255
Change+1,255
Value$234.8K
Filed 2026-10-26
Orca Wealth Management, LLC
NEW
Shares1,250
Change+1,250
Value$233.8K
Filed 2026-10-14
Mokosak Advisory Group, LLC
NEW
Shares1,248
Change+1,248
Value$233.4K
Filed 2026-10-20
Northern Capital Management, Inc.
NEW
Shares1,245
Change+1,245
Value$232.9K
Filed 2026-11-05
Maia Wealth LLC
NEW
Shares1,244
Change+1,244
Value$232.7K
Filed 2026-10-19
Rose Capital Advisors LLC
NEW
Shares1,242
Change+1,242
Value$232.3K
Filed 2026-11-04
AmeriServ Wealth Advisors
NEW
Shares1,240
Change+1,240
Value$231.9K
Filed 2026-10-21
Financial Management Network Inc
NEW
Shares1,240
Change+1,240
Value$234.1K
Filed 2026-10-09
Quad-Cities Investment Group, LLC
NEW
Shares1,240
Change+1,240
Value$231.9K
Filed 2026-10-16
Networth Advisors, LLC
UNCHANGED
Shares1,232 from 1,232
Change0 (0%)
Value$230.4K (+$86.7K)
Filed 2026-11-03
Barlow Wealth Partners, LLC
DECREASED
Shares1,231 from 1,555
Change-324 (-21%)
Value$236.4K (+$30.8K)
Filed 2026-10-15
MLG Wealth Management DBA Pine Grove Financial Group
NEW
Shares1,230
Change+1,230
Value$230.1K
Filed 2026-10-13
Covestor Ltd
INCREASED
Shares1,229 from 1,151
Change+78 (+7%)
Value$230 (-$133.8K)
Filed 2026-10-30
Carolina Wealth Management Inc
DECREASED
Shares1,228 from 2,243
Change-1,015 (-45%)
Value$229.7K (-$32.0K)
Filed 2026-10-29
Kanawha Capital Management LLC
NEW
Shares1,226
Change+1,226
Value$229.3K
Filed 2026-10-19
Ellsworth Advisors, LLC
NEW
Shares1,222
Change+1,222
Value$228.6K
Filed 2026-10-15
Global Wealth Strategies & Associates
NEW
Shares1,222
Change+1,222
Value$228.6K
Filed 2026-10-02
Lesa Sroufe & Co
NEW
Shares1,220
Change+1,220
Value$228
Filed 2026-10-29
Richardson Financial Services Inc.
INCREASED
Shares1,216 from 1,054
Change+162 (+15%)
Value$227.5K (+$104.5K)
Filed 2026-10-30
Hilltop National Bank
INCREASED
Shares1,213 from 860
Change+353 (+41%)
Value$226.9K (+$126.6K)
Filed 2026-10-14
Bell Investment Advisors, Inc
INCREASED
Shares1,207 from 1,159
Change+48 (+4%)
Value$225.8K (+$90.5K)
Filed 2026-10-29
Turn8 Private Wealth Inc.
NEW
Shares1,205
Change+1,205
Value$225.4K
Filed 2026-11-05
Shakespeare Wealth Management, LLC
NEW
Shares1,203
Change+1,203
Value$225.0K
Filed 2026-10-28
Private Wealth Partners, LLC
NEW
Shares1,202
Change+1,202
Value$224.8K
Filed 2026-10-22
SC&H Financial Advisors, Inc.
NEW
Shares1,200
Change+1,200
Value$224.5K
Filed 2026-10-14
Paradigm Asset Management Co LLC
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$224.5K (+$84.5K)
Filed 2026-11-05
Seamount Financial Group Inc
NEW
Shares1,199
Change+1,199
Value$224.3K
Filed 2026-10-21
Convergence Investment Partners, LLC
NEW
Shares1,198
Change+1,198
Value$224.1K
Filed 2026-10-28
Transce3nd, LLC
NEW
Shares1,191
Change+1,191
Value$240.2K
Filed 2026-10-26
Alterna Wealth Management, Inc
NEW
Shares1,187
Change+1,187
Value$222.0K
Filed 2026-10-27
Investment Research & Advisory Group, Inc.
INCREASED
Shares1,179 from 1,167
Change+12 (+1%)
Value$240.2K (+$104.0K)
Filed 2026-10-19
Wealthstar Advisors, LLC
NEW
Shares1,174
Change+1,174
Value$219.6K
Filed 2026-10-19
Byrne Asset Management LLC
INCREASED
Shares1,168 from 1,123
Change+45 (+4%)
Value$222.0K (+$90.9K)
Filed 2026-10-06
Douglas Lane & Associates, LLC
NEW
Shares1,167
Change+1,167
Value$218.3K
Filed 2026-10-09
Next Level Private LLC
NEW
Shares1,164
Change+1,164
Value$217.7K
Filed 2026-10-20
Hibernia Wealth Partners, LLC
NEW
Shares1,163
Change+1,163
Value$217.5K
Filed 2026-10-29
True North Advisors, LLC
DECREASED
Shares1,163 from 2,123
Change-960 (-45%)
Value$217.5K (-$30.2K)
Filed 2026-10-22
Financial Management Professionals, Inc.
INCREASED
Shares1,163 from 1,134
Change+29 (+3%)
Value$217.5K (+$85.2K)
Filed 2026-10-23
Massachusetts Wealth Management
NEW
Shares1,161
Change+1,161
Value$217.2K
Filed 2026-10-21
Evolution Wealth Management Inc.
INCREASED
Shares1,161 from 1,160
Change+1 (+0%)
Value$217.2K (+$81.8K)
Filed 2026-10-28
PFW Advisors LLC
NEW
Shares1,157
Change+1,157
Value$216.4K
Filed 2026-10-07
Stewardship Advisors, LLC
NEW
Shares1,156
Change+1,156
Value$216.2K
Filed 2026-10-20
Patriot Investment Management Group, Inc.
NEW
Shares1,156
Change+1,156
Value$216.2K
Filed 2026-10-15
Odyssey Capital Advisors, Inc.
NEW
Shares1,154
Change+1,154
Value$215.9K
Filed 2026-10-26
Share Andrew L.
NEW
Shares1,153
Change+1,153
Value$215.7K
Filed 2026-11-06
Cottonwood Capital Advisors, LLC
NEW
Shares1,153
Change+1,153
Value$215.7K
Filed 2026-10-20
Pennsylvania Capital Management Inc
NEW
Shares1,151
Change+1,151
Value$215.3K
Filed 2026-11-05
G2 Capital Management, LLC / OH
NEW
Shares1,149
Change+1,149
Value$214.9K
Filed 2026-10-23
Phillips Financial Management, LLC
NEW
Shares1,148
Change+1,148
Value$214.8K
Filed 2026-10-19
Langley Wealth Management, LLC
NEW
Shares1,145
Change+1,145
Value$214.2K
Filed 2026-11-04
Cape Investment Advisory, Inc.
INCREASED
Shares1,145 from 1,104
Change+41 (+4%)
Value$214.2K (+$85.4K)
Filed 2026-10-13
Advisory Resource Group
NEW
Shares1,141
Change+1,141
Value$213.4K
Filed 2026-10-26
Abacus Planning Group, Inc.
NEW
Shares1,140
Change+1,140
Value$213.2K
Filed 2026-11-02
SFE Investment Counsel
NEW
Shares1,140
Change+1,140
Value$213.2K
Filed 2026-10-29
Greater Midwest Financial Group, LLC
NEW
Shares1,139
Change+1,139
Value$213.0K
Filed 2026-10-13
Strengthening Families & Communities, LLC
DECREASED
Shares1,138 from 1,200
Change-62 (-5%)
Value$212.9K (+$72.9K)
Filed 2026-10-21
Values First Advisors, Inc.
NEW
Shares1,136
Change+1,136
Value$212.5K
Filed 2026-10-23
Vista Capital Partners, Inc.
NEW
Shares1,136
Change+1,136
Value$212.5K
Filed 2026-11-06
TCP Asset Management, LLC
NEW
Shares1,134
Change+1,134
Value$214.1K
Filed 2026-10-14
OceanIQ Capital, LLC
DECREASED
Shares1,134 from 1,312
Change-178 (-14%)
Value$236.6K (+$7.1K)
Filed 2026-10-19
Obermeyer Wealth Partners
NEW
Shares1,132
Change+1,132
Value$211.7K
Filed 2026-10-21
First City Capital Management, Inc.
NEW
Shares1,125
Change+1,125
Value$210.4K
Filed 2026-10-27
Brady Martz Wealth Solutions, LLC
NEW
Shares1,116
Change+1,116
Value$208.7K
Filed 2026-11-05
Stone Wealth Partners
NEW
Shares1,116
Change+1,116
Value$208.7K
Filed 2026-11-05
Greenfield Seitz Capital Management, LLC
NEW
Shares1,114
Change+1,114
Value$208.4K
Filed 2026-10-29
Epiq Partners, LLC
NEW
Shares1,114
Change+1,114
Value$208.4K
Filed 2026-10-07
Wilkerson Advisory Group LLC
INCREASED
Shares1,112 from 613
Change+499 (+81%)
Value$208.0K (+$136.5K)
Filed 2026-10-20
Clearview Wealth Management LLC
NEW
Shares1,111
Change+1,111
Value$231.8K
Filed 2026-10-16
Valley Brook Capital Group, Inc.
NEW
Shares1,110
Change+1,110
Value$207.6K
Filed 2026-10-26
Wealth Group, Ltd.
DECREASED
Shares1,110 from 5,404
Change-4,294 (-79%)
Value$208 (-$629.8K)
Filed 2026-10-30
Dagco, Inc.
NEW
Shares1,107
Change+1,107
Value$207.1K
Filed 2026-10-20
Rosenberg Matthew Hamilton
INCREASED
Shares1,107 from 935
Change+172 (+18%)
Value$207.1K (+$98.0K)
Filed 2026-10-05
Walled Lake Planning & Wealth Management, LLC
NEW
Shares1,106
Change+1,106
Value$206.9K
Filed 2026-10-29
Wespac Advisors, LLC
NEW
Shares1,105
Change+1,105
Value$206.7K
Filed 2026-10-26
Apollon Financial, LLC
NEW
Shares1,104
Change+1,104
Value$206.5K
Filed 2026-10-23
Greenwood Gearhart LLC
NEW
Shares1,103
Change+1,103
Value$206.3K
Filed 2026-11-02
Patrick M Sweeney & Associates, Inc
NEW
Shares1,100
Change+1,100
Value$205.8K
Filed 2026-10-22
Horizon Wealth Management, LLC
NEW
Shares1,099
Change+1,099
Value$205.6K
Filed 2026-11-02
Sunburst Financial Group, LLC
NEW
Shares1,097
Change+1,097
Value$205.2K
Filed 2026-10-09
Madison Park Capital Advisors, LLC
INCREASED
Shares1,097 from 577
Change+520 (+90%)
Value$205.2K (-$8.5K)
Filed 2026-10-28
jvl associates llc
NEW
Shares1,094
Change+1,094
Value$204.6K
Filed 2026-10-09
Congress Park Capital LLC
DECREASED
Shares1,094 from 2,614
Change-1,520 (-58%)
Value$204.7K (-$100.3K)
Filed 2026-10-13
Heritage Investors Management Corp
NEW
Shares1,093
Change+1,093
Value$204
Filed 2026-10-29
True Wealth Design, LLC
INCREASED
Shares1,092 from 977
Change+115 (+12%)
Value$204.3K (+$90.3K)
Filed 2026-10-13
Petredis Investment Advisors LLC
NEW
Shares1,088
Change+1,088
Value$203.5K
Filed 2026-10-20
TruNorth Capital Management, LLC
NEW
Shares1,086
Change+1,086
Value$203.1K
Filed 2026-10-14
Alternative Investment Advisors, Llc.
NEW
Shares1,080
Change+1,080
Value$202.0K
Filed 2026-11-03
Sunbeam Capital Management, LLC
NEW
Shares1,078
Change+1,078
Value$201.6K
Filed 2026-11-05
WestHill Financial Advisors, Inc.
NEW
Shares1,078
Change+1,078
Value$201.6K
Filed 2026-10-14
Polaris Investment Advisors, LLC
NEW
Shares1,075
Change+1,075
Value$201.1K
Filed 2026-10-20
Hardin Capital Partners, LLC
NEW
Shares1,073
Change+1,073
Value$200.7K
Filed 2026-10-09
Madrid Wealth Management, LLC
NEW
Shares1,073
Change+1,073
Value$200.7K
Filed 2026-10-23
Members Wealth LLC
NEW
Shares1,072
Change+1,072
Value$208.1K
Filed 2026-10-20
Box Hill Private Wealth LLC
NEW
Shares1,072
Change+1,072
Value$200.5K
Filed 2026-10-05
Aspect Partners, LLC
INCREASED
Shares1,065 from 1,019
Change+46 (+5%)
Value$199.2K (+$80.3K)
Filed 2026-10-20
Altar Rock LLC
NEW
Shares1,062
Change+1,062
Value$222.0K
Filed 2026-11-06
Horizon Financial Services, LLC
INCREASED
Shares1,046 from 520
Change+526 (+101%)
Value$195.7K (+$135.0K)
Filed 2026-11-04
BKM Wealth Management, LLC
NEW
Shares1,042
Change+1,042
Value$194.9K
Filed 2026-10-22
Valley National Advisers Inc
INCREASED
Shares1,039 from 905
Change+134 (+15%)
Value$194.3K (+$88.8K)
Filed 2026-10-23
Godsey & Gibb, Inc
INCREASED
Shares1,011 from 1,000
Change+11 (+1%)
Value$189.1K (+$72.4K)
Filed 2026-10-14
GFG Capital, LLC
NEW
Shares1,006
Change+1,006
Value$188.2K
Filed 2026-10-16
MBA Advisors LLC
DECREASED
Shares1,001 from 1,528
Change-527 (-34%)
Value$187.2K (+$9.0K)
Filed 2026-10-29
Eurizon Asset Management Hungary Ltd.
DECREASED
Shares1,000 from 10,000
Change-9,000 (-90%)
Value$187.1K (-$979.7K)
Filed 2026-11-06
Cdkv Holdings LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$187.1K (+$70.4K)
Filed 2026-10-28
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares995 from 5,151
Change-4,156 (-81%)
Value$186.1K (-$414.8K)
Filed 2026-10-14
Arlington Trust Co LLC
INCREASED
Shares971 from 713
Change+258 (+36%)
Value$181.6K (+$98.4K)
Filed 2026-10-20
Bay Harbor Wealth Management, LLC
INCREASED
Shares947 from 916
Change+31 (+3%)
Value$177.1K (+$70.3K)
Filed 2026-11-03
Markowski Investments
INCREASED
Shares923 from 598
Change+325 (+54%)
Value$172.6K (+$102.9K)
Filed 2026-10-30
Peterson Wealth Management
DECREASED
Shares888 from 7,205
Change-6,317 (-88%)
Value$166.1K (-$674.5K)
Filed 2026-11-06
Holos Integrated Wealth LLC
DECREASED
Shares878 from 928
Change-50 (-5%)
Value$170.5K (+$45.8K)
Filed 2026-10-23
First United Bank & Trust
DECREASED
Shares855 from 1,080
Change-225 (-21%)
Value$159.9K (+$33.9K)
Filed 2026-10-22
RMG Wealth Management LLC
DECREASED
Shares854 from 1,045
Change-191 (-18%)
Value$168.5K (-$10.2K)
Filed 2026-10-26
Planning Strategies Inc.
INCREASED
Shares850 from 721
Change+129 (+18%)
Value$159.0K (+$74.9K)
Filed 2026-10-02
Atlantic Edge Private Wealth Management, LLC
INCREASED
Shares840 from 800
Change+40 (+5%)
Value$157.1K (+$63.8K)
Filed 2026-10-20
Torren Management, LLC
INCREASED
Shares838 from 218
Change+620 (+284%)
Value$156.7K (+$131.3K)
Filed 2026-10-29
Three Bridge Wealth Advisors, LLC
NEW
Shares801
Change+801
Value$149.8K
Filed 2026-11-05
Caldwell Trust Co
DECREASED
Shares800 from 950
Change-150 (-16%)
Value$149.6K (+$38.8K)
Filed 2026-10-30
High Point Wealth Management, LLC
INCREASED
Shares800 from 780
Change+20 (+3%)
Value$149.6K (+$58.6K)
Filed 2026-11-05
Pinnacle Bancorp, Inc.
INCREASED
Shares778 from 663
Change+115 (+17%)
Value$145.5K (+$68.2K)
Filed 2026-10-21
Catherine Avery Investment Management LLC
UNCHANGED
Shares770 from 770
Change0 (0%)
Value$144.0K (+$54.2K)
Filed 2026-10-14
Lloyd Advisory Services, Llc.
DECREASED
Shares742 from 751
Change-9 (-1%)
Value$138.8K (+$51.2K)
Filed 2026-11-02
Bear Mountain Capital, Inc.
UNCHANGED
Shares740 from 740
Change0 (0%)
Value$137.7K (+$38.7K)
Filed 2026-11-04
Reyes Financial Architecture, Inc.
INCREASED
Shares734 from 697
Change+37 (+5%)
Value$137.3K (+$56.0K)
Filed 2026-10-22
Sunrise Financial Services, LLC
UNCHANGED
Shares734 from 734
Change0 (0%)
Value$137.3K (+$51.7K)
Filed 2026-10-21
Coston, McIsaac & Partners
INCREASED
Shares732 from 298
Change+434 (+146%)
Value$137.1K (+$137.1K)
Filed 2026-11-06
Joseph Group Capital Management
INCREASED
Shares730 from 509
Change+221 (+43%)
Value$136.5K (+$77.2K)
Filed 2026-11-04
WealthCare Asset Management, LLC
DECREASED
Shares724 from 1,572
Change-848 (-54%)
Value$135.4K (-$48.0K)
Filed 2026-10-26
IFS Advisors, LLC
NEW
Shares717
Change+717
Value$134.1K
Filed 2026-10-14
Capital CS Group, LLC
UNCHANGED
Shares714 from 714
Change0 (0%)
Value$133.6K (+$50.3K)
Filed 2026-10-29
Old Second National Bank of Aurora
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$130.9K (+$49.3K)
Filed 2026-10-22
Birchwood Financial Partners, Inc.
INCREASED
Shares685 from 385
Change+300 (+78%)
Value$128.1K (+$83.2K)
Filed 2026-11-02
Financial Network Wealth Advisors LLC
INCREASED
Shares681 from 675
Change+6 (+1%)
Value$127.4K (+$48.6K)
Filed 2026-10-28
Southern Michigan Bank & Trust
INCREASED
Shares660 from 609
Change+51 (+8%)
Value$123.5K (+$52.4K)
Filed 2026-10-19
Adirondack Trust Co
INCREASED
Shares638 from 457
Change+181 (+40%)
Value$119.3K (+$66.0K)
Filed 2026-10-14
Ares Financial Consulting, LLC
INCREASED
Shares635 from 603
Change+32 (+5%)
Value$118.8K (+$48.4K)
Filed 2026-10-19
DecisionPoint Financial, LLC
INCREASED
Shares633 from 500
Change+133 (+27%)
Value$120.3K (+$57.4K)
Filed 2026-10-27
Beacon Investment Advisory Services, Inc.
INCREASED
Shares608 from 585
Change+23 (+4%)
Value$113.7K (+$45.5K)
Filed 2026-10-13
Ameliora Wealth Management Ltd.
INCREASED
Shares605 from 110
Change+495 (+450%)
Value$113.2K (+$93.6K)
Filed 2026-10-23
American Capital Advisory, LLC
INCREASED
Shares590 from 464
Change+126 (+27%)
Value$110.4K (+$56.2K)
Filed 2026-10-28
Foresight Capital Management Advisors, Inc.
NEW
Shares589
Change+589
Value$110.2K
Filed 2026-10-27
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares571 from 732
Change-161 (-22%)
Value$106.8K (+$21.5K)
Filed 2026-10-07
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares544 from 509
Change+35 (+7%)
Value$101.9K (+$42.4K)
Filed 2026-10-16
Montag A & Associates Inc
DECREASED
Shares533 from 709
Change-176 (-25%)
Value$99.7K (+$17.0K)
Filed 2026-10-29
Proathlete Wealth Management LLC
INCREASED
Shares525 from 111
Change+414 (+373%)
Value$98.2K (+$85.3K)
Filed 2026-10-15
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares520 from 520
Change0 (0%)
Value$97.3K (+$36.6K)
Filed 2026-10-23
Oakworth Capital, Inc.
DECREASED
Shares519 from 1,962
Change-1,443 (-74%)
Value$97.1K (-$148.9K)
Filed 2026-10-26
Winch Advisory Services, LLC
UNCHANGED
Shares514 from 514
Change0 (0%)
Value$96.1K (+$36.2K)
Filed 2026-11-06
Zeit Capital LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$93.5K (+$35.2K)
Filed 2026-10-19
Vima LLC
INCREASED
Shares492 from 469
Change+23 (+5%)
Value$92.0K (+$37.3K)
Filed 2026-10-23
Signature Resources Capital Management, LLC
INCREASED
Shares484 from 103
Change+381 (+370%)
Value$90.5K (+$78.5K)
Filed 2026-10-16
LFA - Lugano Financial Advisors SA
INCREASED
Shares456 from 322
Change+134 (+42%)
Value$81.5K (+$43.9K)
Filed 2026-11-03
Acumen Wealth Advisors, LLC
INCREASED
Shares454 from 363
Change+91 (+25%)
Value$84.9K (+$42.6K)
Filed 2026-11-05
Financial Consulate, Inc
INCREASED
Shares448 from 235
Change+213 (+91%)
Value$83.8K (+$56.4K)
Filed 2026-10-23
Reap Financial Group, LLC
INCREASED
Shares447 from 358
Change+89 (+25%)
Value$83.6K (+$41.8K)
Filed 2026-11-02
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED
Shares442 from 442
Change0 (0%)
Value$82.7K (+$31.1K)
Filed 2026-10-28
Addison Advisors LLC
INCREASED
Shares439 from 85
Change+354 (+416%)
Value$82.1K (+$72.2K)
Filed 2026-11-06
Tompkins Financial Corp
DECREASED
Shares425 from 500
Change-75 (-15%)
Value$79.5K (+$21.2K)
Filed 2026-10-05
CrossGen Wealth, LLC
UNCHANGED
Shares425 from 425
Change0 (0%)
Value$79.5K (+$29.9K)
Filed 2026-10-30
LAM Group, Inc.
UNCHANGED
Shares397 from 397
Change0 (0%)
Value$74.3K (+$27.9K)
Filed 2026-10-26
Essential Investment Partners LLC
INCREASED
Shares396 from 356
Change+40 (+11%)
Value$74.1K (+$32.5K)
Filed 2026-10-27
Investors Research Corp
INCREASED
Shares391 from 241
Change+150 (+62%)
Value$73.1K (+$45.0K)
Filed 2026-10-07
First Premier Bank
UNCHANGED
Shares374 from 374
Change0 (0%)
Value$70 (+$26)
Filed 2026-10-13
Moisand Fitzgerald Tamayo, LLC
INCREASED
Shares372 from 350
Change+22 (+6%)
Value$69.6K (+$28.7K)
Filed 2026-10-15
Center for Financial Planning, Inc.
INCREASED
Shares368 from 365
Change+3 (+1%)
Value$68.8K (+$26.2K)
Filed 2026-10-26
Cedar Mountain Advisors, LLC
UNCHANGED
Shares367 from 367
Change0 (0%)
Value$68.6K (+$25.8K)
Filed 2026-10-15
Redwood Park Advisors LLC
INCREASED
Shares329 from 22
Change+307 (+1395%)
Value$61.5K (+$59.0K)
Filed 2026-11-02
Tradewinds Capital Management, LLC
INCREASED
Shares323 from 106
Change+217 (+205%)
Value$60.4K (+$48.1K)
Filed 2026-10-23
Entrust Financial LLC
NEW
Shares317
Change+317
Value$59.3K
Filed 2026-11-04
Elevated Capital Advisors, LLC
DECREASED
Shares316 from 2,360
Change-2,044 (-87%)
Value$59.1K (-$216.2K)
Filed 2026-11-04
AlphaCentric Advisors LLC
INCREASED
Shares316 from 294
Change+22 (+7%)
Value$59.1K (+$24.8K)
Filed 2026-11-03
Downshift Financial, LLC
INCREASED
Shares309 from 171
Change+138 (+81%)
Value$57.8K (+$37.8K)
Filed 2026-10-13
TFC Financial Management, Inc.
DECREASED
Shares308 from 338
Change-30 (-9%)
Value$57.6K (+$18.2K)
Filed 2026-10-26
Roxbury Financial LLC
INCREASED
Shares306 from 206
Change+100 (+49%)
Value$57.2K (+$33.2K)
Filed 2026-10-01
Friedenthal Financial
UNCHANGED
Shares304 from 304
Change0 (0%)
Value$56.9K (+$21.4K)
Filed 2026-10-27
Bare Financial Services, Inc
INCREASED
Shares302 from 245
Change+57 (+23%)
Value$56.5K (+$27.9K)
Filed 2026-11-04
Quest 10 Wealth Builders, Inc.
INCREASED
Shares289 from 194
Change+95 (+49%)
Value$54.0K (+$31.4K)
Filed 2026-11-02
McCarley & Cook Financial Planners
INCREASED
Shares288 from 11
Change+277 (+2518%)
Value$53.9K (+$52.6K)
Filed 2026-10-21
Key Capital Management, Inc
DECREASED
Shares284 from 326
Change-42 (-13%)
Value$53.1K (+$15.1K)
Filed 2026-11-03
Alpha Zero LLC
NEW
Shares275
Change+275
Value$51.4K
Filed 2026-11-06
Putney Financial Group LLC
NEW
Shares275
Change+275
Value$51.4K
Filed 2026-10-30
Maseco LLP
DECREASED
Shares266 from 1,905
Change-1,639 (-86%)
Value$49.8K (-$172.4K)
Filed 2026-10-27
Canton Hathaway, LLC
INCREASED
Shares256 from 220
Change+36 (+16%)
Value$47.9K (+$22.2K)
Filed 2026-10-23
PFS Partners, LLC
INCREASED
Shares250 from 194
Change+56 (+29%)
Value$46.8K (+$24.1K)
Filed 2026-10-21
Morton Brown Family Wealth, LLC
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$46.8K (+$17.6K)
Filed 2026-10-23
Eukles Asset Management
UNCHANGED
Shares242 from 242
Change0 (0%)
Value$45.3K (+$17.0K)
Filed 2026-11-04
United Community Bank
UNCHANGED
Shares232 from 232
Change0 (0%)
Value$43.4K (+$16.3K)
Filed 2026-10-28
DiNuzzo Private Wealth, Inc.
DECREASED
Shares230 from 234
Change-4 (-2%)
Value$43.0K (+$15.7K)
Filed 2026-10-16
MTM Investment Management, LLC
DECREASED
Shares227 from 827
Change-600 (-73%)
Value$42.5K (-$54.0K)
Filed 2026-10-30
Miller Global Investments, LLC
UNCHANGED
Shares226 from 226
Change0 (0%)
Value$42.3K (+$15.9K)
Filed 2026-10-02
United Financial Planning Group LLC
UNCHANGED
Shares221 from 221
Change0 (0%)
Value$41.3K (+$15.6K)
Filed 2026-11-04
Dakota Community Bank & Trust NA
INCREASED
Shares217 from 68
Change+149 (+219%)
Value$40.6K (+$32.7K)
Filed 2026-10-09
Retirement Wealth Solutions LLC
INCREASED
Shares217 from 143
Change+74 (+52%)
Value$40.6K (+$23.9K)
Filed 2026-10-07
GHP Investment Advisors, Inc.
DECREASED
Shares215 from 384
Change-169 (-44%)
Value$40.2K (-$4.6K)
Filed 2026-10-15
GS Investments, Inc.
UNCHANGED
Shares215 from 215
Change0 (0%)
Value$40.2K (+$15.1K)
Filed 2026-11-05
Davis Capital Management
DECREASED
Shares209 from 238
Change-29 (-12%)
Value$39.1K (+$11.3K)
Filed 2026-10-08
Nvest Wealth Strategies, Inc.
DECREASED
Shares208 from 629
Change-421 (-67%)
Value$38.9K (-$34.5K)
Filed 2026-10-14
Jnba Financial Advisors
INCREASED
Shares208 from 179
Change+29 (+16%)
Value$38.9K (+$18.0K)
Filed 2026-11-03
Monetary Solutions, Ltd
INCREASED
Shares203 from 200
Change+3 (+2%)
Value$38.0K (+$14.6K)
Filed 2026-10-22
Knuff & Co LLC
NEW
Shares200
Change+200
Value$37.4K
Filed 2026-11-06
Kozak & Associates, Inc.
DECREASED
Shares200 from 285
Change-85 (-30%)
Value$39.4K (+$3.5K)
Filed 2026-10-29
Berbice Capital Management LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$37.4K (+$14.1K)
Filed 2026-10-13
Pioneer Family Office, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$37.4K (+$14.1K)
Filed 2026-10-30
Cranbrook Wealth Management, LLC
INCREASED
Shares197 from 140
Change+57 (+41%)
Value$36.8K (+$20.5K)
Filed 2026-10-28
New England Capital Financial Advisors LLC
INCREASED
Shares190 from 175
Change+15 (+9%)
Value$35.5K (+$15.1K)
Filed 2026-11-03
Burk Holdings LLC
INCREASED
Shares187 from 90
Change+97 (+108%)
Value$35.0K (+$24.5K)
Filed 2026-11-05
Laurel Wealth Advisors LLC
NEW
Shares186
Change+186
Value$34.8K
Filed 2026-10-27
William B. Walkup & Associates, Inc.
UNCHANGED
Shares182 from 182
Change0 (0%)
Value$34.0K (+$12.8K)
Filed 2026-11-05
Navigoe, LLC
INCREASED
Shares176 from 1
Change+175 (+17500%)
Value$32 (+$32)
Filed 2026-11-04
IAG Wealth Partners, LLC
UNCHANGED
Shares168 from 168
Change0 (0%)
Value$31.4K (+$11.8K)
Filed 2026-11-06
Axiom Investment Management LLC
INCREASED
Shares155 from 55
Change+100 (+182%)
Value$29.0K (+$22.6K)
Filed 2026-11-03
Trust Co
INCREASED
Shares155 from 104
Change+51 (+49%)
Value$29.0K (+$16.9K)
Filed 2026-10-09
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED
Shares153 from 153
Change0 (0%)
Value$28.6K (+$10.8K)
Filed 2026-10-28
Marquette Asset Management, LLC
UNCHANGED
Shares153 from 153
Change0 (0%)
Value$28.6K (+$10.8K)
Filed 2026-10-09
First Pacific Financial
UNCHANGED
Shares140 from 140
Change0 (0%)
Value$26.2K (+$9.9K)
Filed 2026-10-14
Ashurst Perkins Coie Trust Co
INCREASED
Shares139 from 112
Change+27 (+24%)
Value$26.0K (+$12.9K)
Filed 2026-10-15
Winthrop Capital Management, LLC
UNCHANGED
Shares138 from 138
Change0 (0%)
Value$25.8K (+$9.8K)
Filed 2026-11-05
KFG LLC
NEW
Shares131
Change+131
Value$24.5K
Filed 2026-11-02
Northstar Asset Management Co
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$25.2K (+$9.9K)
Filed 2026-10-22
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$23 (+$8)
Filed 2026-10-14
DT Investment Partners, LLC
DECREASED
Shares124 from 179
Change-55 (-31%)
Value$23.2K (+$2.3K)
Filed 2026-10-27
Tower Trust & Investment Co
DECREASED
Shares118 from 121
Change-3 (-2%)
Value$22.1K (+$8.0K)
Filed 2026-10-28
Steph & Co
NEW
Shares100
Change+100
Value$18.7K
Filed 2026-10-07
Vaquero Private Wealth, LTD
NEW
Shares100
Change+100
Value$18.7K
Filed 2026-10-27
Paladin Partners, LLC
DECREASED
Shares100 from 150
Change-50 (-33%)
Value$18.7K (+$1.2K)
Filed 2026-10-06
Thompson Investment Management, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$18.7K (+$7.0K)
Filed 2026-10-14
MH & Associates Securities Management Corp
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$18.7K (+$7.0K)
Filed 2026-10-30
Union Savings Bank
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$18.7K (+$7.0K)
Filed 2026-10-14
Chung Wu Investment Group, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$18.7K (+$7.0K)
Filed 2026-11-03
Mascoma Wealth Management LLC
INCREASED
Shares92 from 27
Change+65 (+241%)
Value$17.2K (+$14.1K)
Filed 2026-10-23
Bangor Savings Bank
UNCHANGED
Shares85 from 85
Change0 (0%)
Value$15.9K (+$6.0K)
Filed 2026-10-06
Vermillion Wealth Management, Inc.
DECREASED
Shares80 from 135
Change-55 (-41%)
Value$15.0K (-$786)
Filed 2026-10-26
Sawyer & Company, Inc
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$15.0K (+$5.6K)
Filed 2026-10-21
Montgomery Financial Services LLC
UNCHANGED
Shares77 from 77
Change0 (0%)
Value$14.4K (+$5.4K)
Filed 2026-11-03
Bank & Trust Co
UNCHANGED
Shares77 from 77
Change0 (0%)
Value$14.4K (+$5.4K)
Filed 2026-10-07
Prudent Man Investment Management, Inc.
DECREASED
Shares68 from 198
Change-130 (-66%)
Value$12.7K (-$22.5K)
Filed 2026-11-03
William Mack & Associates, Inc.
NEW
Shares66
Change+66
Value$12.3K
Filed 2026-10-27
Hanson & Doremus Investment Management
NEW
Shares66
Change+66
Value$12
Filed 2026-10-16
North Point Portfolio Managers Corp
NEW
Shares65
Change+65
Value$12.2K
Filed 2026-10-07
Carolina Wealth Advisors, LLC
DECREASED
Shares65 from 142
Change-77 (-54%)
Value$12.2K (-$4.4K)
Filed 2026-10-23
Robbins Farley
DECREASED
Shares60 from 102
Change-42 (-41%)
Value$11.2K (-$678)
Filed 2026-10-21
Security National Bank
INCREASED
Shares58 from 22
Change+36 (+164%)
Value$10.8K (+$8.3K)
Filed 2026-10-26
Financial Freedom, LLC
NEW
Shares50
Change+50
Value$9.4K
Filed 2026-11-06
Bayforest Capital Ltd
DECREASED
Shares47 from 566
Change-519 (-92%)
Value$8.8K (-$57.2K)
Filed 2026-11-03
City Holding Co
UNCHANGED
Shares46 from 46
Change0 (0%)
Value$8.6K (+$3.2K)
Filed 2026-10-19
Pacific Center for Financial Services
UNCHANGED
Shares43 from 43
Change0 (0%)
Value$8.0K (+$3.0K)
Filed 2026-10-15
Your Advocates Ltd., LLP
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$7.9K (+$3.0K)
Filed 2026-11-03
Livelsberger Financial Advisory
NEW
Shares41
Change+41
Value$7.7K
Filed 2026-10-28
PayPay Securities Corp
DECREASED
Shares39 from 105
Change-66 (-63%)
Value$7.3K (-$5.0K)
Filed 2026-10-27
MilWealth Group LLC
UNCHANGED
Shares39 from 39
Change0 (0%)
Value$7.3K (+$2.7K)
Filed 2026-11-02
Country Trust Bank
INCREASED
Shares38 from 18
Change+20 (+111%)
Value$7.1K (+$5.0K)
Filed 2026-10-30
WestEnd Advisors, LLC
UNCHANGED
Shares38 from 38
Change0 (0%)
Value$7.1K (+$2.7K)
Filed 2026-10-27
Valued Wealth Advisors LLC
INCREASED
Shares37 from 24
Change+13 (+54%)
Value$6.9K (+$4.1K)
Filed 2026-11-05
Whipplewood Advisors, LLC
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$6.9K (+$2.6K)
Filed 2026-10-20
Community Financial Services Group, LLC
DECREASED
Shares35 from 100
Change-65 (-65%)
Value$6.7K (-$5.9K)
Filed 2026-10-15
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$6.2K (+$2.3K)
Filed 2026-10-30
Bayban
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$3.5K ($0)
Filed 2026-11-05
Gleason Group, Inc.
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$5.4K (+$2.0K)
Filed 2026-10-15
Main Street Group, LTD
NEW
Shares25
Change+25
Value$4.7K
Filed 2026-10-28
Clayton Financial Group LLC
NEW
Shares25
Change+25
Value$4.7K
Filed 2026-10-13
Phillip James Consulting Co.
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$4.7K (+$1.8K)
Filed 2026-11-03
Sarver Vrooman Wealth Advisors
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$3.7K (+$1.1K)
Filed 2026-10-01
Pflug Koory, LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$3.7K (+$1.4K)
Filed 2026-10-26
Fairway Wealth LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$3.7K (+$1.4K)
Filed 2026-10-30
Align Financial, LLC
INCREASED
Shares17 from 12
Change+5 (+42%)
Value$3.2K (+$1.8K)
Filed 2026-10-16
Pacifica Partners Inc.
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$3.2K (+$1.0K)
Filed 2026-10-09
Dhjj Financial Advisors, Ltd.
INCREASED
Shares15 from 7
Change+8 (+114%)
Value$2.8K (+$2.0K)
Filed 2026-10-23
Creative Capital Management Investments LLC
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$2.6K (+$986)
Filed 2026-10-28
1620 Investment Advisors, Inc.
DECREASED
Shares13 from 18
Change-5 (-28%)
Value$2.4K (+$196)
Filed 2026-11-04
Fairman Group, LLC
NEW
Shares12
Change+12
Value$2.2K
Filed 2026-10-26
POM Investment Strategies, LLC
DECREASED
Shares12 from 17
Change-5 (-29%)
Value$2.2K (+$262)
Filed 2026-10-20
Bernzott Capital Advisors
NEW
Shares10
Change+10
Value$1.9K
Filed 2026-10-29
MB, Levis & Associates, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$1.9K (+$704)
Filed 2026-10-16
CGC Financial Services, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$1.9K (+$704)
Filed 2026-10-13
Hickory Point Bank & Trust
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$1.7K (+$633)
Filed 2026-10-01
Compass Wealth Management LLC
NEW
Shares7
Change+7
Value$1.3K
Filed 2026-10-22
3 Factor Indexing, LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$1.1K (+$422)
Filed 2026-10-15
Horrell Capital Management, Inc.
NEW
Shares4
Change+4
Value$1.0K
Filed 2026-10-08
RHL Group, LLC
NEW
Shares2
Change+2
Value$374
Filed 2026-11-04
Syntax Research, Inc.
NEW
Shares1
Change+1
Value$188
Filed 2026-11-04
4Thought Financial Group Inc.
NEW
Shares1
Change+1
Value$99
Filed 2026-11-02
Maryland Capital Advisors Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$188 (+$71)
Filed 2026-10-15
Imc-Chicago, LLC
CLOSED
Shares0 from 398,565
Change-398,565 (-100%)
Value$0 (-$46.5M)
Filed 2026-11-05
ASR Vermogensbeheer N.V.
CLOSED
Shares0 from 232,093
Change-232,093 (-100%)
Value$0 (-$27.1M)
Filed 2026-10-16
Kapitalo Investimentos Ltda
CLOSED
Shares0 from 220,000
Change-220,000 (-100%)
Value$0 (-$25.7M)
Filed 2026-10-20
Wolverine Asset Management LLC
CLOSED
Shares0 from 74,829
Change-74,829 (-100%)
Value$0 (-$8.7M)
Filed 2026-11-02
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 33,399
Change-33,399 (-100%)
Value$0 (-$3.9M)
Filed 2026-10-16
Abner Herrman & Brock LLC
CLOSED
Shares0 from 32,268
Change-32,268 (-100%)
Value$0 (-$3.8K)
Filed 2026-10-20
RWQ Financial Management Services, Inc.
CLOSED
Shares0 from 22,525
Change-22,525 (-100%)
Value$0 (-$2.6M)
Filed 2026-10-19
Nikulski Financial, Inc.
CLOSED
Shares0 from 20,829
Change-20,829 (-100%)
Value$0 (-$2.4M)
Filed 2026-11-06
Dymon Asia Capital (Singapore) Pte. Ltd.
CLOSED
Shares0 from 19,607
Change-19,607 (-100%)
Value$0 (-$2.3M)
Filed 2026-11-04
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
CLOSED
Shares0 from 19,543
Change-19,543 (-100%)
Value$0 (-$2.3M)
Filed 2026-10-22
Machina Capital S.A.S.
CLOSED
Shares0 from 14,985
Change-14,985 (-100%)
Value$0 (-$1.7M)
Filed 2026-11-05
Shuttleworth & Co
CLOSED
Shares0 from 13,592
Change-13,592 (-100%)
Value$0 (-$1.6M)
Filed 2026-10-30
Park Edge Advisors, LLC
CLOSED
Shares0 from 10,618
Change-10,618 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-28
Capital Management Associates
CLOSED
Shares0 from 10,000
Change-10,000 (-100%)
Value$0 (-$1.2M)
Filed 2026-11-03
Wellington Shields & Co., LLC
CLOSED
Shares0 from 8,659
Change-8,659 (-100%)
Value$0 (-$1.0M)
Filed 2026-11-03
Dana Investment Advisors, Inc.
CLOSED
Shares0 from 6,047
Change-6,047 (-100%)
Value$0 (-$705.5K)
Filed 2026-11-06
B&D White Capital Company, LLC
CLOSED
Shares0 from 5,564
Change-5,564 (-100%)
Value$0 (-$649.2K)
Filed 2026-11-02
R Squared Ltd
CLOSED
Shares0 from 5,205
Change-5,205 (-100%)
Value$0 (-$607.3K)
Filed 2026-11-06
Ferguson Wellman Capital Management, Inc
CLOSED
Shares0 from 4,953
Change-4,953 (-100%)
Value$0 (-$577.9K)
Filed 2026-10-05
Urban Wealth Management, LLC
CLOSED
Shares0 from 4,601
Change-4,601 (-100%)
Value$0 (-$536.8K)
Filed 2026-10-21
Bernicke Wealth Management, Ltd.
CLOSED
Shares0 from 4,435
Change-4,435 (-100%)
Value$0 (-$517.4K)
Filed 2026-11-06
Scarborough Advisors, LLC
CLOSED
Shares0 from 3,673
Change-3,673 (-100%)
Value$0 (-$470.2K)
Filed 2026-10-16
Legacy Financial Group, Inc.
CLOSED
Shares0 from 3,669
Change-3,669 (-100%)
Value$0 (-$428.1K)
Filed 2026-10-21
Hendershot Investments Inc.
CLOSED
Shares0 from 3,566
Change-3,566 (-100%)
Value$0 (-$416.0K)
Filed 2026-11-05
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 3,433
Change-3,433 (-100%)
Value$0 (-$400.5K)
Filed 2026-11-03
Arista Wealth Management, LLC
CLOSED
Shares0 from 3,208
Change-3,208 (-100%)
Value$0 (-$374.3K)
Filed 2026-10-29
Johnson Financial Group, LLC
CLOSED
Shares0 from 2,830
Change-2,830 (-100%)
Value$0 (-$330.2K)
Filed 2026-11-03
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 2,778
Change-2,778 (-100%)
Value$0 (-$324.1K)
Filed 2026-10-27
FSA Investment Group, LLC
CLOSED
Shares0 from 2,763
Change-2,763 (-100%)
Value$0 (-$322.4K)
Filed 2026-10-07
Optimist Retirement Group LLC
CLOSED
Shares0 from 2,661
Change-2,661 (-100%)
Value$0 (-$310.5K)
Filed 2026-10-30
Balentine LLC
CLOSED
Shares0 from 2,555
Change-2,555 (-100%)
Value$0 (-$298.1K)
Filed 2026-11-03
Autumn Glory Partners, LLC
CLOSED
Shares0 from 2,150
Change-2,150 (-100%)
Value$0 (-$250.8K)
Filed 2026-10-26
Objective Capital Management, LLC
CLOSED
Shares0 from 2,122
Change-2,122 (-100%)
Value$0 (-$247.6K)
Filed 2026-10-13
Aire Advisors, LLC
CLOSED
Shares0 from 2,017
Change-2,017 (-100%)
Value$0 (-$235.3K)
Filed 2026-10-22
Stableford Capital II LLC
CLOSED
Shares0 from 2,013
Change-2,013 (-100%)
Value$0 (-$234.9K)
Filed 2026-10-09
USAdvisors Wealth Management, LLC
CLOSED
Shares0 from 2,000
Change-2,000 (-100%)
Value$0 (-$233.0K)
Filed 2026-10-21
Overbrook Management Corp
CLOSED
Shares0 from 1,933
Change-1,933 (-100%)
Value$0 (-$225.5K)
Filed 2026-10-08
Mitchell Capital Management Co
CLOSED
Shares0 from 1,883
Change-1,883 (-100%)
Value$0 (-$219.7K)
Filed 2026-10-29
Rise Advisors, LLC
CLOSED
Shares0 from 1,850
Change-1,850 (-100%)
Value$0 (-$215.8K)
Filed 2026-10-16
Wagner Wealth Management, LLC
CLOSED
Shares0 from 1,838
Change-1,838 (-100%)
Value$0 (-$214.4K)
Filed 2026-10-21
Ballew Advisors, Inc
CLOSED
Shares0 from 1,836
Change-1,836 (-100%)
Value$0 (-$237.4K)
Filed 2026-10-05
Berkeley, Inc
CLOSED
Shares0 from 1,830
Change-1,830 (-100%)
Value$0 (-$213.5K)
Filed 2026-10-20
Crescent Grove Advisors, LLC
CLOSED
Shares0 from 1,783
Change-1,783 (-100%)
Value$0 (-$208.1K)
Filed 2026-10-21
Sage Mountain Advisors LLC
CLOSED
Shares0 from 1,767
Change-1,767 (-100%)
Value$0 (-$206.2K)
Filed 2026-11-02
LifeSteps Financial, Inc.
CLOSED
Shares0 from 1,584
Change-1,584 (-100%)
Value$0 (-$184.8K)
Filed 2026-10-15
One River Asset Management, LLC
CLOSED
Shares0 from 1,576
Change-1,576 (-100%)
Value$0 (-$183.9K)
Filed 2026-10-21
NBT Bank, N.A.
CLOSED
Shares0 from 905
Change-905 (-100%)
Value$0 (-$105.6K)
Filed 2026-10-21
Stone House Investment Management, LLC
CLOSED
Shares0 from 788
Change-788 (-100%)
Value$0 (-$91.9K)
Filed 2026-10-23
Cornerstone Planning Group LLC
CLOSED
Shares0 from 604
Change-604 (-100%)
Value$0 (-$75.2K)
Filed 2026-10-16
Bullseye Investment Management, LLC
CLOSED
Shares0 from 554
Change-554 (-100%)
Value$0 (-$64.6K)
Filed 2026-10-29
Kings Path Partners LLC
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$58.3K)
Filed 2026-10-21
Founders Capital Management
CLOSED
Shares0 from 207
Change-207 (-100%)
Value$0 (-$24.2K)
Filed 2026-10-13
BankPlus Trust Department
CLOSED
Shares0 from 150
Change-150 (-100%)
Value$0 (-$17.5K)
Filed 2026-11-06
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 148
Change-148 (-100%)
Value$0 (-$17.3K)
Filed 2026-10-26
Sims Investment Management, LLC
CLOSED
Shares0 from 51
Change-51 (-100%)
Value$0 (-$6.0K)
Filed 2026-10-13
Strategic Wealth Advisors LLC
CLOSED
Shares0 from 32
Change-32 (-100%)
Value$0 (-$5)
Filed 2026-11-06
Robinswood Financial LLC
CLOSED
Shares0 from 30
Change-30 (-100%)
Value$0 (-$3.5K)
Filed 2026-10-20
Halbert Hargrove Global Advisors, LLC
CLOSED
Shares0 from 12
Change-12 (-100%)
Value$0 (-$1.4K)
Filed 2026-10-16
Contravisory Investment Management, Inc.
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$1.2K)
Filed 2026-10-13
Evolution Advisers, Inc.
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 ($0)
Filed 2026-11-06
Intact Investment Management Inc.
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-11-03
West Financial Advisors, LLC
UNCHANGED
Shares0 from 0
Change0
Value$1 ($0)
Filed 2026-10-22
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$2.2M (+$819.9K)
Filed 2026-10-29
BlackRock, Inc.
N/A
Shares— from 189,817,693
Change-189,817,693 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 146,137,514
Change-146,137,514 (-100%)
Value—
State Street Corp
N/A
Shares— from 104,490,468
Change-104,490,468 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 70,438,517
Change-70,438,517 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 50,276,809
Change-50,276,809 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 34,021,287
Change-34,021,287 (-100%)
Value—
Norges Bank
N/A
Shares— from 31,076,211
Change-31,076,211 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 29,494,974
Change-29,494,974 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 22,705,848
Change-22,705,848 (-100%)
Value—
FMR LLC
N/A
Shares— from 22,568,609
Change-22,568,609 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 20,721,086
Change-20,721,086 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 20,517,115
Change-20,517,115 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 19,020,265
Change-19,020,265 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 17,699,013
Change-17,699,013 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 13,085,628
Change-13,085,628 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 13,026,638
Change-13,026,638 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 12,429,136
Change-12,429,136 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 12,195,645
Change-12,195,645 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 9,454,670
Change-9,454,670 (-100%)
Value—
UBS Group AG
N/A
Shares— from 9,236,258
Change-9,236,258 (-100%)
Value—
Jennison Associates LLC
N/A
Shares— from 8,711,763
Change-8,711,763 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 8,501,122
Change-8,501,122 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 8,352,444
Change-8,352,444 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 8,213,944
Change-8,213,944 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 7,720,103
Change-7,720,103 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 7,692,515
Change-7,692,515 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 7,568,370
Change-7,568,370 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 7,266,489
Change-7,266,489 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 7,238,956
Change-7,238,956 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 6,142,500
Change-6,142,500 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 5,642,150
Change-5,642,150 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 5,300,463
Change-5,300,463 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 5,262,423
Change-5,262,423 (-100%)
Value—
National Pension Service
N/A
Shares— from 5,233,929
Change-5,233,929 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 5,150,519
Change-5,150,519 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 5,145,531
Change-5,145,531 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 5,099,039
Change-5,099,039 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 5,007,820
Change-5,007,820 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 4,933,671
Change-4,933,671 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 4,923,902
Change-4,923,902 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 4,835,246
Change-4,835,246 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 4,665,120
Change-4,665,120 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 4,058,959
Change-4,058,959 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 4,018,926
Change-4,018,926 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 3,968,714
Change-3,968,714 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 3,681,182
Change-3,681,182 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 3,646,417
Change-3,646,417 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 3,637,309
Change-3,637,309 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 3,621,397
Change-3,621,397 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 3,544,053
Change-3,544,053 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 3,289,626
Change-3,289,626 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 3,284,152
Change-3,284,152 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 3,261,919
Change-3,261,919 (-100%)
Value—
Capitolis Liquid Global Markets LLC
N/A
Shares— from 3,246,596
Change-3,246,596 (-100%)
Value—
ARK Investment Management LLC
N/A
Shares— from 3,212,286
Change-3,212,286 (-100%)
Value—
Holocene Advisors, LP
N/A
Shares— from 2,734,000
Change-2,734,000 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 2,727,882
Change-2,727,882 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 2,675,196
Change-2,675,196 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 2,609,060
Change-2,609,060 (-100%)
Value—
Danske Bank A/S
N/A
Shares— from 2,540,153
Change-2,540,153 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 2,492,400
Change-2,492,400 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 2,369,441
Change-2,369,441 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 2,362,229
Change-2,362,229 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 2,264,855
Change-2,264,855 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 2,259,396
Change-2,259,396 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 2,187,304
Change-2,187,304 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 2,047,700
Change-2,047,700 (-100%)
Value—
Fenelon Opportunity Fund Inc.
N/A
Shares— from 1,987,654
Change-1,987,654 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 1,985,912
Change-1,985,912 (-100%)
Value—
Winslow Capital Management, LLC
N/A
Shares— from 1,976,130
Change-1,976,130 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 1,963,523
Change-1,963,523 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 1,907,811
Change-1,907,811 (-100%)
Value—
Aviva PLC
N/A
Shares— from 1,891,225
Change-1,891,225 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 1,858,630
Change-1,858,630 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 1,855,338
Change-1,855,338 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 1,755,853
Change-1,755,853 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 1,746,866
Change-1,746,866 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 1,692,922
Change-1,692,922 (-100%)
Value—
Amova Asset Management Americas, Inc.
N/A
Shares— from 1,671,945
Change-1,671,945 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 1,618,537
Change-1,618,537 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 1,594,748
Change-1,594,748 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 1,582,648
Change-1,582,648 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,559,957
Change-1,559,957 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 1,510,043
Change-1,510,043 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,469,440
Change-1,469,440 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 1,447,334
Change-1,447,334 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 1,428,673
Change-1,428,673 (-100%)
Value—
Harvest Portfolios Group Inc.
N/A
Shares— from 1,405,261
Change-1,405,261 (-100%)
Value—
Heard Capital LLC
N/A
Shares— from 1,389,846
Change-1,389,846 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,389,598
Change-1,389,598 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,367,597
Change-1,367,597 (-100%)
Value—
Life Cycle Investment Partners Ltd
N/A
Shares— from 1,340,443
Change-1,340,443 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 1,308,862
Change-1,308,862 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 1,308,796
Change-1,308,796 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 1,308,453
Change-1,308,453 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 1,279,198
Change-1,279,198 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 1,258,748
Change-1,258,748 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 1,251,904
Change-1,251,904 (-100%)
Value—
Blue Sparrow, LLC
N/A
Shares— from 1,235,500
Change-1,235,500 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 1,232,652
Change-1,232,652 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 1,228,676
Change-1,228,676 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,228,011
Change-1,228,011 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 1,205,529
Change-1,205,529 (-100%)
Value—
Saudi Central Bank
N/A
Shares— from 1,198,634
Change-1,198,634 (-100%)
Value—
Nordea Investment Management AB
N/A
Shares— from 1,188,718
Change-1,188,718 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 1,164,554
Change-1,164,554 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 1,163,405
Change-1,163,405 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 1,109,654
Change-1,109,654 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 1,106,716
Change-1,106,716 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 1,070,132
Change-1,070,132 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 1,044,836
Change-1,044,836 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 1,004,420
Change-1,004,420 (-100%)
Value—
Sculptor Capital LP
N/A
Shares— from 1,000,000
Change-1,000,000 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 978,613
Change-978,613 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 955,741
Change-955,741 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 944,485
Change-944,485 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 925,130
Change-925,130 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 915,400
Change-915,400 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 909,588
Change-909,588 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 903,102
Change-903,102 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 893,038
Change-893,038 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 889,645
Change-889,645 (-100%)
Value—
Capital Research Global Investors
N/A
Shares— from 876,300
Change-876,300 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 849,121
Change-849,121 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 793,825
Change-793,825 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 763,616
Change-763,616 (-100%)
Value—
ING Groep NV
N/A
Shares— from 759,080
Change-759,080 (-100%)
Value—
Dock Street Asset Management Inc
N/A
Shares— from 753,957
Change-753,957 (-100%)
Value—
CTC LLC
N/A
Shares— from 747,832
Change-747,832 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 740,723
Change-740,723 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 737,027
Change-737,027 (-100%)
Value—
AustralianSuper Pty Ltd
N/A
Shares— from 737,015
Change-737,015 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 722,270
Change-722,270 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 705,885
Change-705,885 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 702,491
Change-702,491 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 691,718
Change-691,718 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 688,144
Change-688,144 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 682,258
Change-682,258 (-100%)
Value—
Ossiam
N/A
Shares— from 664,927
Change-664,927 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 663,483
Change-663,483 (-100%)
Value—
ABN Amro Bank N.V.
N/A
Shares— from 658,389
Change-658,389 (-100%)
Value—
Lansforsakringar Fondforvaltning AB (publ)
N/A
Shares— from 657,549
Change-657,549 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 655,492
Change-655,492 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 654,498
Change-654,498 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 654,279
Change-654,279 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 644,797
Change-644,797 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 633,101
Change-633,101 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 629,408
Change-629,408 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 611,279
Change-611,279 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 609,653
Change-609,653 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 596,024
Change-596,024 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 588,665
Change-588,665 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 556,436
Change-556,436 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 551,971
Change-551,971 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 548,759
Change-548,759 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 534,909
Change-534,909 (-100%)
Value—
Defiance ETFs, LLC
N/A
Shares— from 533,993
Change-533,993 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 531,738
Change-531,738 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 526,158
Change-526,158 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 522,235
Change-522,235 (-100%)
Value—
Hamilton Capital Partners Inc.
N/A
Shares— from 512,436
Change-512,436 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 509,631
Change-509,631 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 505,520
Change-505,520 (-100%)
Value—
Cable Car Capital, LPA
N/A
Shares— from 500,000
Change-500,000 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 494,398
Change-494,398 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 482,498
Change-482,498 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 467,503
Change-467,503 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 459,696
Change-459,696 (-100%)
Value—
&partners
N/A
Shares— from 450,237
Change-450,237 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 447,973
Change-447,973 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 440,180
Change-440,180 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 431,899
Change-431,899 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 427,884
Change-427,884 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 426,635
Change-426,635 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 424,572
Change-424,572 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 423,735
Change-423,735 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 402,872
Change-402,872 (-100%)
Value—
Connors Investor Services Inc
N/A
Shares— from 402,802
Change-402,802 (-100%)
Value—
Mediolanum International Funds Ltd
N/A
Shares— from 400,837
Change-400,837 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 400,193
Change-400,193 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 394,273
Change-394,273 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 386,796
Change-386,796 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 385,533
Change-385,533 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 383,906
Change-383,906 (-100%)
Value—
Andra Ap-fonden
N/A
Shares— from 380,700
Change-380,700 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 379,094
Change-379,094 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 362,640
Change-362,640 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 358,523
Change-358,523 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 353,789
Change-353,789 (-100%)
Value—
Prudential PLC
N/A
Shares— from 347,485
Change-347,485 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 337,159
Change-337,159 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 336,657
Change-336,657 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 332,801
Change-332,801 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 332,171
Change-332,171 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 328,743
Change-328,743 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 326,432
Change-326,432 (-100%)
Value—
Man Group plc
N/A
Shares— from 324,539
Change-324,539 (-100%)
Value—
Elo Mutual Pension Insurance Co
N/A
Shares— from 322,353
Change-322,353 (-100%)
Value—
Varma Mutual Pension Insurance Co
N/A
Shares— from 322,300
Change-322,300 (-100%)
Value—
Wedbush Fund Advisers, LLC
N/A
Shares— from 315,350
Change-315,350 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 307,090
Change-307,090 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 305,395
Change-305,395 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 301,158
Change-301,158 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 300,106
Change-300,106 (-100%)
Value—
Vinva Investment Management Ltd
N/A
Shares— from 298,992
Change-298,992 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 298,343
Change-298,343 (-100%)
Value—
Clarity Financial LLC
N/A
Shares— from 296,764
Change-296,764 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 296,719
Change-296,719 (-100%)
Value—
Keywise Capital Management (HK) Ltd
N/A
Shares— from 292,870
Change-292,870 (-100%)
Value—
Lord, Abbett & Co. LLC
N/A
Shares— from 290,027
Change-290,027 (-100%)
Value—
Silvant Capital Management LLC
N/A
Shares— from 286,514
Change-286,514 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 284,004
Change-284,004 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 282,116
Change-282,116 (-100%)
Value—
Ilmarinen Mutual Pension Insurance Co
N/A
Shares— from 279,781
Change-279,781 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 276,500
Change-276,500 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 274,467
Change-274,467 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 273,487
Change-273,487 (-100%)
Value—
Commerce Bank
N/A
Shares— from 266,008
Change-266,008 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 259,240
Change-259,240 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 253,492
Change-253,492 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 252,064
Change-252,064 (-100%)
Value—
Telemark Asset Management, LLC
N/A
Shares— from 250,000
Change-250,000 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 247,437
Change-247,437 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 244,818
Change-244,818 (-100%)
Value—
Harvest Fund Management Co., Ltd
N/A
Shares— from 244,224
Change-244,224 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 243,293
Change-243,293 (-100%)
Value—
Stephens Inc
N/A
Shares— from 238,173
Change-238,173 (-100%)
Value—
Carroll Investors, Inc
N/A
Shares— from 237,548
Change-237,548 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 237,281
Change-237,281 (-100%)
Value—
Nearwater Capital Markets, Ltd
N/A
Shares— from 230,000
Change-230,000 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 229,462
Change-229,462 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 229,401
Change-229,401 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 228,348
Change-228,348 (-100%)
Value—
Cantor Fitzgerald, L. P.
N/A
Shares— from 223,135
Change-223,135 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 219,823
Change-219,823 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 219,223
Change-219,223 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 218,496
Change-218,496 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 214,526
Change-214,526 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 208,372
Change-208,372 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 207,382
Change-207,382 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 206,936
Change-206,936 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 206,089
Change-206,089 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 205,932
Change-205,932 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 200,856
Change-200,856 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 200,122
Change-200,122 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 199,599
Change-199,599 (-100%)
Value—
Allstate Corp
N/A
Shares— from 195,599
Change-195,599 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 189,194
Change-189,194 (-100%)
Value—
Oddo BHF Asset Management SAS
N/A
Shares— from 187,916
Change-187,916 (-100%)
Value—
Itau Unibanco Holding S.A.
N/A
Shares— from 186,613
Change-186,613 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 185,422
Change-185,422 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 182,940
Change-182,940 (-100%)
Value—
Mizuho Securities USA LLC
N/A
Shares— from 179,756
Change-179,756 (-100%)
Value—
Stony Point Capital LLC
N/A
Shares— from 177,841
Change-177,841 (-100%)
Value—
IQ EQ Fund Management (Ireland) Ltd
N/A
Shares— from 172,976
Change-172,976 (-100%)
Value—
Ttrf Capital Ltd
N/A
Shares— from 171,300
Change-171,300 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 166,530
Change-166,530 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 165,892
Change-165,892 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 161,290
Change-161,290 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 160,800
Change-160,800 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 159,618
Change-159,618 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 158,800
Change-158,800 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 153,046
Change-153,046 (-100%)
Value—
Z3 Capital Partners, LLC
N/A
Shares— from 153,011
Change-153,011 (-100%)
Value—
1776 Wealth LLC
N/A
Shares— from 148,600
Change-148,600 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 147,675
Change-147,675 (-100%)
Value—
Capula Management Ltd
N/A
Shares— from 144,474
Change-144,474 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 141,592
Change-141,592 (-100%)
Value—
Danica Pension, Livsforsikringsaktieselskab
N/A
Shares— from 140,282
Change-140,282 (-100%)
Value—
Kentucky Retirement Systems
N/A
Shares— from 137,900
Change-137,900 (-100%)
Value—
Orion Investment Co
N/A
Shares— from 134,516
Change-134,516 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 134,022
Change-134,022 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 130,426
Change-130,426 (-100%)
Value—
Bienville Capital Management, LLC
N/A
Shares— from 128,416
Change-128,416 (-100%)
Value—
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
N/A
Shares— from 126,960
Change-126,960 (-100%)
Value—
Oasis Management Co Ltd.A
N/A
Shares— from 122,625
Change-122,625 (-100%)
Value—
Affinity Wealth Management LLC
N/A
Shares— from 121,608
Change-121,608 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 121,376
Change-121,376 (-100%)
Value—
Blair William & Co
N/A
Shares— from 119,250
Change-119,250 (-100%)
Value—
Krane Funds Advisors LLC
N/A
Shares— from 119,238
Change-119,238 (-100%)
Value—
Artisan Partners Limited Partnership
N/A
Shares— from 118,172
Change-118,172 (-100%)
Value—
Knollwood Investment Advisory, LLC
N/A
Shares— from 117,034
Change-117,034 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 116,581
Change-116,581 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 115,543
Change-115,543 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 112,610
Change-112,610 (-100%)
Value—
Alyeska Investment Group, L.P.
N/A
Shares— from 111,088
Change-111,088 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 110,588
Change-110,588 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 109,024
Change-109,024 (-100%)
Value—
Adapt Investment Managers SA
N/A
Shares— from 108,609
Change-108,609 (-100%)
Value—
Matthew 25 Management Corp
N/A
Shares— from 107,500
Change-107,500 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 106,470
Change-106,470 (-100%)
Value—
Lombard Odier Asset Management (Switzerland) SA
N/A
Shares— from 106,236
Change-106,236 (-100%)
Value—
Capital Impact Advisors, LLC
N/A
Shares— from 104,172
Change-104,172 (-100%)
Value—
Iron Gate Global Advisors LLC
N/A
Shares— from 103,982
Change-103,982 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 103,845
Change-103,845 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 103,265
Change-103,265 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 102,360
Change-102,360 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 102,164
Change-102,164 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 96,313
Change-96,313 (-100%)
Value—
Mubadala Investment Co Pjsc
N/A
Shares— from 95,656
Change-95,656 (-100%)
Value—
Commerzbank Aktiengesellschaft
N/A
Shares— from 94,556
Change-94,556 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 94,437
Change-94,437 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 94,308
Change-94,308 (-100%)
Value—
Parker Investment Management, LLC
N/A
Shares— from 93,330
Change-93,330 (-100%)
Value—
Citizens Business Bank
N/A
Shares— from 92,899
Change-92,899 (-100%)
Value—
Liontrust Investment Partners LLP
N/A
Shares— from 92,817
Change-92,817 (-100%)
Value—
Navellier & Associates Inc
N/A
Shares— from 91,812
Change-91,812 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 89,468
Change-89,468 (-100%)
Value—
LGT Group Foundation
N/A
Shares— from 89,118
Change-89,118 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 87,466
Change-87,466 (-100%)
Value—
Benningfield Financial Advisors, LLC
N/A
Shares— from 87,440
Change-87,440 (-100%)
Value—
Siemens Fonds Invest GmbH
N/A
Shares— from 87,078
Change-87,078 (-100%)
Value—
Capital Wealth Planning, LLC
N/A
Shares— from 86,607
Change-86,607 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 85,387
Change-85,387 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 85,278
Change-85,278 (-100%)
Value—
Hodges Capital Management Inc.
N/A
Shares— from 85,048
Change-85,048 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 84,390
Change-84,390 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 83,773
Change-83,773 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 83,117
Change-83,117 (-100%)
Value—
Gilder Gagnon Howe & Co LLC
N/A
Shares— from 82,574
Change-82,574 (-100%)
Value—
Henson-Edgewater Management, LLC
N/A
Shares— from 82,086
Change-82,086 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 82,031
Change-82,031 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 80,666
Change-80,666 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 79,883
Change-79,883 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 79,424
Change-79,424 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 78,479
Change-78,479 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 78,025
Change-78,025 (-100%)
Value—
Alden Global Capital LLC
N/A
Shares— from 77,575
Change-77,575 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 77,086
Change-77,086 (-100%)
Value—
Entropy Technologies, LP
N/A
Shares— from 76,686
Change-76,686 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 76,392
Change-76,392 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 75,377
Change-75,377 (-100%)
Value—
EFG International AG
N/A
Shares— from 75,181
Change-75,181 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 74,938
Change-74,938 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 74,247
Change-74,247 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 74,057
Change-74,057 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 74,010
Change-74,010 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 73,669
Change-73,669 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 73,616
Change-73,616 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 73,424
Change-73,424 (-100%)
Value—
Seven Grand Managers, LLC
N/A
Shares— from 71,000
Change-71,000 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 70,548
Change-70,548 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 70,182
Change-70,182 (-100%)
Value—
Allianz SE
N/A
Shares— from 69,518
Change-69,518 (-100%)
Value—
Osmosis Investment Management UK Ltd
N/A
Shares— from 69,294
Change-69,294 (-100%)
Value—
Mufg Securities Americas Inc.
N/A
Shares— from 69,155
Change-69,155 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 68,471
Change-68,471 (-100%)
Value—
Genesis Financial Group, LLC
N/A
Shares— from 68,306
Change-68,306 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 68,102
Change-68,102 (-100%)
Value—
Employees Retirement System of Texas
N/A
Shares— from 67,961
Change-67,961 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 67,799
Change-67,799 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 67,651
Change-67,651 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 67,500
Change-67,500 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 67,487
Change-67,487 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 66,669
Change-66,669 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 66,106
Change-66,106 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 64,493
Change-64,493 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 64,290
Change-64,290 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 62,802
Change-62,802 (-100%)
Value—
Philadelphia Investment Partners, LLC
N/A
Shares— from 62,426
Change-62,426 (-100%)
Value—
Rokos Capital Management LLP
N/A
Shares— from 61,865
Change-61,865 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 61,832
Change-61,832 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 61,439
Change-61,439 (-100%)
Value—
Ithaka Group LLC
N/A
Shares— from 60,931
Change-60,931 (-100%)
Value—
Swan Global Investments, LLC
N/A
Shares— from 60,335
Change-60,335 (-100%)
Value—
H&H International Investment, LLC
N/A
Shares— from 60,000
Change-60,000 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 59,788
Change-59,788 (-100%)
Value—
Canada Post Corp Registered Pension Plan
N/A
Shares— from 57,770
Change-57,770 (-100%)
Value—
Kentucky Retirement Systems Insurance Trust Fund
N/A
Shares— from 57,226
Change-57,226 (-100%)
Value—
RPg Family Wealth Advisory, LLC
N/A
Shares— from 57,173
Change-57,173 (-100%)
Value—
Titan Wealth (CI) Ltd
N/A
Shares— from 56,600
Change-56,600 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 56,381
Change-56,381 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 55,917
Change-55,917 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 55,578
Change-55,578 (-100%)
Value—
Twin Tree Management, LP
N/A
Shares— from 54,826
Change-54,826 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 54,200
Change-54,200 (-100%)
Value—
Broadleaf Partners, LLC
N/A
Shares— from 54,115
Change-54,115 (-100%)
Value—
Byrne Financial Freedom, LLC
N/A
Shares— from 53,791
Change-53,791 (-100%)
Value—
Saba Capital Management, L.P.A
N/A
Shares— from 53,369
Change-53,369 (-100%)
Value—
Aft, Forsyth & Sober, LLC
N/A
Shares— from 53,000
Change-53,000 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 52,408
Change-52,408 (-100%)
Value—
Marietta Investment Partners LLC
N/A
Shares— from 51,637
Change-51,637 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 51,443
Change-51,443 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 51,260
Change-51,260 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 50,946
Change-50,946 (-100%)
Value—
Kirtland Hills Capital Management, LLC
N/A
Shares— from 50,554
Change-50,554 (-100%)
Value—
Morgens Waterfall Vintiadis & Co Inc
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 49,287
Change-49,287 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 48,685
Change-48,685 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 48,536
Change-48,536 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 48,446
Change-48,446 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 48,242
Change-48,242 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 47,537
Change-47,537 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 47,213
Change-47,213 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 47,089
Change-47,089 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 46,808
Change-46,808 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 46,728
Change-46,728 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 46,336
Change-46,336 (-100%)
Value—
King Wealth Management Group
N/A
Shares— from 45,563
Change-45,563 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 44,926
Change-44,926 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 44,680
Change-44,680 (-100%)
Value—
Oder Investment Management, LLC
N/A
Shares— from 44,658
Change-44,658 (-100%)
Value—
Algert Global LLC
N/A
Shares— from 44,570
Change-44,570 (-100%)
Value—
Private Capital Management, LLC
N/A
Shares— from 44,431
Change-44,431 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 44,088
Change-44,088 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 43,900
Change-43,900 (-100%)
Value—
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
N/A
Shares— from 43,040
Change-43,040 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 42,778
Change-42,778 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 42,616
Change-42,616 (-100%)
Value—
Neo Ivy Capital Management
N/A
Shares— from 42,493
Change-42,493 (-100%)
Value—
Quest Investment Management LLC
N/A
Shares— from 42,054
Change-42,054 (-100%)
Value—
Bulltick Wealth Management, LLC
N/A
Shares— from 41,450
Change-41,450 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 41,171
Change-41,171 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 41,169
Change-41,169 (-100%)
Value—
Proem Advisors LLC
N/A
Shares— from 40,881
Change-40,881 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 40,845
Change-40,845 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 39,915
Change-39,915 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 39,561
Change-39,561 (-100%)
Value—
Copos Capital B.V.
N/A
Shares— from 39,345
Change-39,345 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 39,316
Change-39,316 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 39,108
Change-39,108 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 38,890
Change-38,890 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 38,417
Change-38,417 (-100%)
Value—
B & T Capital Management DBA Alpha Capital Management
N/A
Shares— from 38,169
Change-38,169 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 38,163
Change-38,163 (-100%)
Value—
Aragon Global Management, LP
N/A
Shares— from 37,790
Change-37,790 (-100%)
Value—
Sycale Advisors (NY) LLC
N/A
Shares— from 37,641
Change-37,641 (-100%)
Value—
WIM Investment Management Ltd
N/A
Shares— from 37,530
Change-37,530 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 37,504
Change-37,504 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 37,255
Change-37,255 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 37,247
Change-37,247 (-100%)
Value—
Financial Sense Advisors, Inc.
N/A
Shares— from 36,800
Change-36,800 (-100%)
Value—
Groupe la Francaise
N/A
Shares— from 36,614
Change-36,614 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 36,026
Change-36,026 (-100%)
Value—
Intrepid Financial Planning Group LLC
N/A
Shares— from 35,842
Change-35,842 (-100%)
Value—
LGT Fund Management Co Ltd.
N/A
Shares— from 35,800
Change-35,800 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 35,399
Change-35,399 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 35,281
Change-35,281 (-100%)
Value—
Emerald Investment Advisers, LLC
N/A
Shares— from 34,939
Change-34,939 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 34,539
Change-34,539 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 34,465
Change-34,465 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 34,299
Change-34,299 (-100%)
Value—
Denali Advisors LLC
N/A
Shares— from 34,245
Change-34,245 (-100%)
Value—
FIL Ltd
N/A
Shares— from 33,728
Change-33,728 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 33,239
Change-33,239 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 32,737
Change-32,737 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 32,651
Change-32,651 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 32,631
Change-32,631 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 32,179
Change-32,179 (-100%)
Value—
Fox Hill Wealth Management
N/A
Shares— from 31,824
Change-31,824 (-100%)
Value—
Benchmark Investment Advisors LLC
N/A
Shares— from 31,622
Change-31,622 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 31,614
Change-31,614 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 31,551
Change-31,551 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 31,375
Change-31,375 (-100%)
Value—
Sciencast Management LP
N/A
Shares— from 31,340
Change-31,340 (-100%)
Value—
Aspiring Ventures, LLC
N/A
Shares— from 31,246
Change-31,246 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 31,213
Change-31,213 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 31,104
Change-31,104 (-100%)
Value—
Prospect Financial Services LLC
N/A
Shares— from 31,064
Change-31,064 (-100%)
Value—
Howard Hughes Medical Institute
N/A
Shares— from 30,757
Change-30,757 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 30,635
Change-30,635 (-100%)
Value—
Bannerstone Capital Management, LLC
N/A
Shares— from 30,554
Change-30,554 (-100%)
Value—
Laffer Tengler Investments, Inc.
N/A
Shares— from 30,481
Change-30,481 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 30,409
Change-30,409 (-100%)
Value—
McDonough Capital Management, Inc
N/A
Shares— from 30,215
Change-30,215 (-100%)
Value—
Cornerstone Select Advisors, LLC
N/A
Shares— from 29,272
Change-29,272 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 28,773
Change-28,773 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 28,654
Change-28,654 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 28,360
Change-28,360 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 28,055
Change-28,055 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 28,039
Change-28,039 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 27,945
Change-27,945 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 27,708
Change-27,708 (-100%)
Value—
Clare Market Investments LLC
N/A
Shares— from 27,635
Change-27,635 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 27,427
Change-27,427 (-100%)
Value—
Bay Rivers Group
N/A
Shares— from 27,087
Change-27,087 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 26,977
Change-26,977 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 26,719
Change-26,719 (-100%)
Value—
Zuckerman Investment Group, LLC
N/A
Shares— from 26,654
Change-26,654 (-100%)
Value—
Twin Capital Management Inc
N/A
Shares— from 26,574
Change-26,574 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 26,513
Change-26,513 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 26,424
Change-26,424 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 26,361
Change-26,361 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 26,211
Change-26,211 (-100%)
Value—
Guardian Capital LP
N/A
Shares— from 25,878
Change-25,878 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 25,866
Change-25,866 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 25,680
Change-25,680 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 25,510
Change-25,510 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 25,392
Change-25,392 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 25,201
Change-25,201 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 25,058
Change-25,058 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 24,859
Change-24,859 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 24,845
Change-24,845 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 24,785
Change-24,785 (-100%)
Value—
Menard Financial Group LLC
N/A
Shares— from 24,766
Change-24,766 (-100%)
Value—
Meiji Yasuda Life Insurance Co
N/A
Shares— from 24,532
Change-24,532 (-100%)
Value—
Intesa Sanpaolo S.p.A.
N/A
Shares— from 24,409
Change-24,409 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 24,210
Change-24,210 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 24,105
Change-24,105 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 24,099
Change-24,099 (-100%)
Value—
Brendel Financial Advisors LLC
N/A
Shares— from 24,093
Change-24,093 (-100%)
Value—
Hillsdale Investment Management Inc.
N/A
Shares— from 23,430
Change-23,430 (-100%)
Value—
Invst, LLC
N/A
Shares— from 23,376
Change-23,376 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 23,358
Change-23,358 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 22,940
Change-22,940 (-100%)
Value—
PDT Partners, LLC
N/A
Shares— from 22,863
Change-22,863 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 22,742
Change-22,742 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 22,530
Change-22,530 (-100%)
Value—
Modus Advisors, LLC
N/A
Shares— from 22,324
Change-22,324 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 22,194
Change-22,194 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 21,960
Change-21,960 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 21,878
Change-21,878 (-100%)
Value—
Palisade Capital Management, LP
N/A
Shares— from 21,480
Change-21,480 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 21,466
Change-21,466 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 21,324
Change-21,324 (-100%)
Value—
Nwam LLC
N/A
Shares— from 21,270
Change-21,270 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 21,220
Change-21,220 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 21,085
Change-21,085 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 21,062
Change-21,062 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 21,034
Change-21,034 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 20,805
Change-20,805 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 20,556
Change-20,556 (-100%)
Value—
Intellus Advisors LLC
N/A
Shares— from 20,533
Change-20,533 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 20,387
Change-20,387 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 20,278
Change-20,278 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 20,032
Change-20,032 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 19,843
Change-19,843 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 19,708
Change-19,708 (-100%)
Value—
Occudo Quantitative Strategies LP
N/A
Shares— from 19,447
Change-19,447 (-100%)
Value—
Ninepoint Partners LP
N/A
Shares— from 19,219
Change-19,219 (-100%)
Value—
Optas, LLC
N/A
Shares— from 18,888
Change-18,888 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 18,876
Change-18,876 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 18,815
Change-18,815 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 18,808
Change-18,808 (-100%)
Value—
Provident Co of the Employees of the Hebrew University LTD
N/A
Shares— from 18,746
Change-18,746 (-100%)
Value—
Shepherd Wealth Management Ltd Liability Co
N/A
Shares— from 18,668
Change-18,668 (-100%)
Value—
Landscape Capital Management, L.L.C.
N/A
Shares— from 18,541
Change-18,541 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 18,512
Change-18,512 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 18,278
Change-18,278 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 18,227
Change-18,227 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 18,080
Change-18,080 (-100%)
Value—
Ducere Wealth Management LLC
N/A
Shares— from 18,025
Change-18,025 (-100%)
Value—
Bayesian Capital Management, LP
N/A
Shares— from 18,000
Change-18,000 (-100%)
Value—
Sands Capital Management, LLC
N/A
Shares— from 17,944
Change-17,944 (-100%)
Value—
Groupama Asset Managment
N/A
Shares— from 17,516
Change-17,516 (-100%)
Value—
Titan Investment Solutions Ltd
N/A
Shares— from 17,434
Change-17,434 (-100%)
Value—
VAN Lanschot Kempen Investment Management N.V.
N/A
Shares— from 17,325
Change-17,325 (-100%)
Value—
Nine Masts Capital Ltd
N/A
Shares— from 17,121
Change-17,121 (-100%)
Value—
Cunning Capital Partners, LP
N/A
Shares— from 17,000
Change-17,000 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 16,887
Change-16,887 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 16,856
Change-16,856 (-100%)
Value—
Strathmore Capital Advisors, Inc.
N/A
Shares— from 16,850
Change-16,850 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 16,762
Change-16,762 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 16,761
Change-16,761 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 16,677
Change-16,677 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 16,633
Change-16,633 (-100%)
Value—
Pinnacle Wealth Management, LLC
N/A
Shares— from 16,632
Change-16,632 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 16,563
Change-16,563 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 16,522
Change-16,522 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 16,330
Change-16,330 (-100%)
Value—
Westpac Banking Corp
N/A
Shares— from 16,296
Change-16,296 (-100%)
Value—
Marathon Trading Investment Management LLC
N/A
Shares— from 16,089
Change-16,089 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 16,053
Change-16,053 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 15,950
Change-15,950 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 15,703
Change-15,703 (-100%)
Value—
Science & Technology Partners, L.P.
N/A
Shares— from 15,578
Change-15,578 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 15,439
Change-15,439 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 15,392
Change-15,392 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 15,137
Change-15,137 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 15,051
Change-15,051 (-100%)
Value—
Josh Arnold Investment Consultant, LLC
N/A
Shares— from 14,915
Change-14,915 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 14,883
Change-14,883 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 14,640
Change-14,640 (-100%)
Value—
SIG Brokerage, LP
N/A
Shares— from 14,572
Change-14,572 (-100%)
Value—
FWG Holdings, LLC
N/A
Shares— from 14,552
Change-14,552 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 14,246
Change-14,246 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 14,213
Change-14,213 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 14,207
Change-14,207 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 14,034
Change-14,034 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 13,840
Change-13,840 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 13,756
Change-13,756 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 13,715
Change-13,715 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 13,655
Change-13,655 (-100%)
Value—
Wall Street Financial Group, Inc.
N/A
Shares— from 13,521
Change-13,521 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 13,493
Change-13,493 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 13,492
Change-13,492 (-100%)
Value—
Peak Planning Group, LLC
N/A
Shares— from 13,371
Change-13,371 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 13,243
Change-13,243 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 13,162
Change-13,162 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 13,032
Change-13,032 (-100%)
Value—
Firsthand Capital Management, Inc.
N/A
Shares— from 13,000
Change-13,000 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 12,994
Change-12,994 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 12,954
Change-12,954 (-100%)
Value—
BNP Paribas
N/A
Shares— from 12,931
Change-12,931 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 12,917
Change-12,917 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 12,722
Change-12,722 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 12,680
Change-12,680 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 12,636
Change-12,636 (-100%)
Value—
Virtus Investment Advisers, LLC
N/A
Shares— from 12,594
Change-12,594 (-100%)
Value—
TFR Capital, Llc.
N/A
Shares— from 12,387
Change-12,387 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 12,202
Change-12,202 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 12,200
Change-12,200 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 12,148
Change-12,148 (-100%)
Value—
Monetta Financial Services Inc
N/A
Shares— from 12,000
Change-12,000 (-100%)
Value—
Varcov Co.
N/A
Shares— from 11,965
Change-11,965 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 11,961
Change-11,961 (-100%)
Value—
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.
N/A
Shares— from 11,832
Change-11,832 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 11,787
Change-11,787 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 11,683
Change-11,683 (-100%)
Value—
Westbourne Investments, Inc.
N/A
Shares— from 11,598
Change-11,598 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 11,495
Change-11,495 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 11,468
Change-11,468 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 11,456
Change-11,456 (-100%)
Value—
Main Street Research LLC
N/A
Shares— from 11,444
Change-11,444 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 11,427
Change-11,427 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 11,366
Change-11,366 (-100%)
Value—
EMC Capital Management
N/A
Shares— from 11,362
Change-11,362 (-100%)
Value—
Dark Forest Capital Management LP
N/A
Shares— from 11,355
Change-11,355 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 11,347
Change-11,347 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 11,330
Change-11,330 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 11,247
Change-11,247 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 11,245
Change-11,245 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 11,230
Change-11,230 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 11,164
Change-11,164 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 11,143
Change-11,143 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 11,131
Change-11,131 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 11,058
Change-11,058 (-100%)
Value—
Harbor Advisors LLC
N/A
Shares— from 11,000
Change-11,000 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 10,968
Change-10,968 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 10,957
Change-10,957 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 10,870
Change-10,870 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 10,852
Change-10,852 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 10,837
Change-10,837 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 10,825
Change-10,825 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 10,798
Change-10,798 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 10,776
Change-10,776 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 10,744
Change-10,744 (-100%)
Value—
IAM Advisory, LLC
N/A
Shares— from 10,731
Change-10,731 (-100%)
Value—
Buckland Partners Management Co LLC
N/A
Shares— from 10,700
Change-10,700 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 10,627
Change-10,627 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 10,566
Change-10,566 (-100%)
Value—
Fund Advisors of America Inc
N/A
Shares— from 10,553
Change-10,553 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 10,416
Change-10,416 (-100%)
Value—
PeakShares LLC
N/A
Shares— from 10,407
Change-10,407 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 10,387
Change-10,387 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 10,339
Change-10,339 (-100%)
Value—
Legend Capital Advisors LLC
N/A
Shares— from 10,300
Change-10,300 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 10,271
Change-10,271 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 10,246
Change-10,246 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 10,224
Change-10,224 (-100%)
Value—
Triton Financial Group Inc
N/A
Shares— from 10,173
Change-10,173 (-100%)
Value—
Ostrum Asset Management
N/A
Shares— from 10,080
Change-10,080 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 10,041
Change-10,041 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 10,034
Change-10,034 (-100%)
Value—
Prospect Hill Management, LLC
N/A
Shares— from 9,950
Change-9,950 (-100%)
Value—
Counterweight Ventures, LLC
N/A
Shares— from 9,871
Change-9,871 (-100%)
Value—
Concorde Asset Management, LLC
N/A
Shares— from 9,865
Change-9,865 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 9,812
Change-9,812 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 9,776
Change-9,776 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 9,749
Change-9,749 (-100%)
Value—
Professional Financial Solutions LLC
N/A
Shares— from 9,716
Change-9,716 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 9,689
Change-9,689 (-100%)
Value—
Beck Capital Management, LLC
N/A
Shares— from 9,621
Change-9,621 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 9,570
Change-9,570 (-100%)
Value—
Jacobs Levy Equity Management, Inc
N/A
Shares— from 9,506
Change-9,506 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 9,501
Change-9,501 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 9,420
Change-9,420 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 9,391
Change-9,391 (-100%)
Value—
Resolute Wealth Strategies, LLC
N/A
Shares— from 9,263
Change-9,263 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 9,206
Change-9,206 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 9,092
Change-9,092 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 9,069
Change-9,069 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 9,045
Change-9,045 (-100%)
Value—
Osterweis Capital Management Inc
N/A
Shares— from 9,042
Change-9,042 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 9,030
Change-9,030 (-100%)
Value—
M1 Capital Management LLC
N/A
Shares— from 8,981
Change-8,981 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 8,840
Change-8,840 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 8,828
Change-8,828 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 8,827
Change-8,827 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 8,782
Change-8,782 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 8,759
Change-8,759 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 8,748
Change-8,748 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 8,685
Change-8,685 (-100%)
Value—
Banco BTG Pactual S.A.
N/A
Shares— from 8,675
Change-8,675 (-100%)
Value—
AlphaGrep UK Ltd
N/A
Shares— from 8,663
Change-8,663 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 8,650
Change-8,650 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 8,622
Change-8,622 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 8,586
Change-8,586 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 8,473
Change-8,473 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 8,457
Change-8,457 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 8,456
Change-8,456 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 8,435
Change-8,435 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 8,402
Change-8,402 (-100%)
Value—
Chokshi & Queen Wealth Advisors, Inc
N/A
Shares— from 8,374
Change-8,374 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 8,360
Change-8,360 (-100%)
Value—
Havemeyer Place LP
N/A
Shares— from 8,346
Change-8,346 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 8,310
Change-8,310 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 8,292
Change-8,292 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 8,290
Change-8,290 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 8,099
Change-8,099 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 8,081
Change-8,081 (-100%)
Value—
Corient IA LP
N/A
Shares— from 8,070
Change-8,070 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 7,988
Change-7,988 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 7,985
Change-7,985 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 7,965
Change-7,965 (-100%)
Value—
Cura Wealth Advisors, LLC
N/A
Shares— from 7,926
Change-7,926 (-100%)
Value—
Qsemble Capital Management, LP
N/A
Shares— from 7,901
Change-7,901 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 7,862
Change-7,862 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 7,796
Change-7,796 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 7,780
Change-7,780 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 7,766
Change-7,766 (-100%)
Value—
Cypress Capital Management LLC (WY)
N/A
Shares— from 7,682
Change-7,682 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 7,670
Change-7,670 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 7,639
Change-7,639 (-100%)
Value—
Curio Wealth, LLC
N/A
Shares— from 7,618
Change-7,618 (-100%)
Value—
Betterment LLC
N/A
Shares— from 7,577
Change-7,577 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 7,559
Change-7,559 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 7,523
Change-7,523 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 7,431
Change-7,431 (-100%)
Value—
Opal Capital LLC
N/A
Shares— from 7,386
Change-7,386 (-100%)
Value—
Expressive Wealth LLC
N/A
Shares— from 7,350
Change-7,350 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 7,318
Change-7,318 (-100%)
Value—
Greenline Wealth Management LLC
N/A
Shares— from 7,295
Change-7,295 (-100%)
Value—
Sharpepoint LLC
N/A
Shares— from 7,283
Change-7,283 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 7,251
Change-7,251 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 7,204
Change-7,204 (-100%)
Value—
Chase Investment Counsel Corp
N/A
Shares— from 7,200
Change-7,200 (-100%)
Value—
Camelot Portfolios, LLC
N/A
Shares— from 7,183
Change-7,183 (-100%)
Value—
CMT Capital Markets Trading GmbH
N/A
Shares— from 7,165
Change-7,165 (-100%)
Value—
Allred Capital Management, LLC
N/A
Shares— from 7,083
Change-7,083 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 7,046
Change-7,046 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 7,014
Change-7,014 (-100%)
Value—
Sienna Gestion
N/A
Shares— from 7,006
Change-7,006 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 6,970
Change-6,970 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 6,932
Change-6,932 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 6,925
Change-6,925 (-100%)
Value—
White Knight Strategic Wealth Advisors, LLC
N/A
Shares— from 6,835
Change-6,835 (-100%)
Value—
Saiph Capital, LLC
N/A
Shares— from 6,830
Change-6,830 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 6,810
Change-6,810 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 6,791
Change-6,791 (-100%)
Value—
Handelsbanken Fonder AB
N/A
Shares— from 6,754
Change-6,754 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 6,701
Change-6,701 (-100%)
Value—
Baader Bank Aktiengesellschaft
N/A
Shares— from 6,699
Change-6,699 (-100%)
Value—
Mainstay Capital Management LLC
N/A
Shares— from 6,681
Change-6,681 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 6,642
Change-6,642 (-100%)
Value—
Invictus Private Wealth, LLC
N/A
Shares— from 6,604
Change-6,604 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 6,573
Change-6,573 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 6,553
Change-6,553 (-100%)
Value—
RIK Saylor Financial, Inc.
N/A
Shares— from 6,553
Change-6,553 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 6,498
Change-6,498 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 6,491
Change-6,491 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 6,469
Change-6,469 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 6,408
Change-6,408 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 6,407
Change-6,407 (-100%)
Value—
WJ Financial Advisors LLC
N/A
Shares— from 6,359
Change-6,359 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 6,343
Change-6,343 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 6,334
Change-6,334 (-100%)
Value—
Systematic Alpha Investments, LLC
N/A
Shares— from 6,310
Change-6,310 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 6,293
Change-6,293 (-100%)
Value—
Vega Investment Solutions
N/A
Shares— from 6,288
Change-6,288 (-100%)
Value—
Cyber Hornet ETFs LLC
N/A
Shares— from 6,257
Change-6,257 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 6,254
Change-6,254 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 6,244
Change-6,244 (-100%)
Value—
Sagewood Asset Management LP
N/A
Shares— from 6,226
Change-6,226 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 6,223
Change-6,223 (-100%)
Value—
First Dallas Securities Inc.
N/A
Shares— from 6,194
Change-6,194 (-100%)
Value—
Sharp Wealth Advisory, LLC
N/A
Shares— from 6,117
Change-6,117 (-100%)
Value—
Concentric Capital Strategies, LP
N/A
Shares— from 6,103
Change-6,103 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 6,094
Change-6,094 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 6,053
Change-6,053 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 6,029
Change-6,029 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 6,022
Change-6,022 (-100%)
Value—
Fairbanks Capital Management, Inc.
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
Grace & Mercy Foundation, Inc.
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
Alpine Global Management, LLC
N/A
Shares— from 5,975
Change-5,975 (-100%)
Value—
Hanover Advisors Inc
N/A
Shares— from 5,960
Change-5,960 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 5,948
Change-5,948 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 5,945
Change-5,945 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 5,944
Change-5,944 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 5,932
Change-5,932 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 5,922
Change-5,922 (-100%)
Value—
Blackstone Inc.
N/A
Shares— from 5,918
Change-5,918 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 5,912
Change-5,912 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 5,820
Change-5,820 (-100%)
Value—
Caerus Investment Advisors, LLC
N/A
Shares— from 5,787
Change-5,787 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 5,763
Change-5,763 (-100%)
Value—
FOX RUN Management, L.L.C.
N/A
Shares— from 5,677
Change-5,677 (-100%)
Value—
EWA, LLC
N/A
Shares— from 5,671
Change-5,671 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 5,652
Change-5,652 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 5,591
Change-5,591 (-100%)
Value—
Parus Finance (UK) Ltd
N/A
Shares— from 5,545
Change-5,545 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 5,529
Change-5,529 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 5,519
Change-5,519 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 5,515
Change-5,515 (-100%)
Value—
ACT Capital Management, LLC
N/A
Shares— from 5,500
Change-5,500 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 5,480
Change-5,480 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 5,459
Change-5,459 (-100%)
Value—
Continental Investors Services, Inc.
N/A
Shares— from 5,433
Change-5,433 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 5,401
Change-5,401 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 5,386
Change-5,386 (-100%)
Value—
Kiker Wealth Management, LLC
N/A
Shares— from 5,378
Change-5,378 (-100%)
Value—
MainStreet Investment Advisors LLC
N/A
Shares— from 5,343
Change-5,343 (-100%)
Value—
CNB Bank
N/A
Shares— from 5,313
Change-5,313 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 5,305
Change-5,305 (-100%)
Value—
Reliant Investment Partners, LLC
N/A
Shares— from 5,299
Change-5,299 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 5,273
Change-5,273 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 5,233
Change-5,233 (-100%)
Value—
Gullane Capital, LLC
N/A
Shares— from 5,232
Change-5,232 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 5,177
Change-5,177 (-100%)
Value—
Aimz Investment Advisors, LLC
N/A
Shares— from 5,164
Change-5,164 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 5,136
Change-5,136 (-100%)
Value—
Dimension Capital Management LLC
N/A
Shares— from 5,105
Change-5,105 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 5,105
Change-5,105 (-100%)
Value—
One Wealth Management Investment & Advisory Services, LLC
N/A
Shares— from 5,091
Change-5,091 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 5,078
Change-5,078 (-100%)
Value—
Laidlaw Wealth Management LLC
N/A
Shares— from 5,057
Change-5,057 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 5,047
Change-5,047 (-100%)
Value—
Capital Markets Trading UK LLP
N/A
Shares— from 5,038
Change-5,038 (-100%)
Value—
McGowan Group Asset Management, Inc.
N/A
Shares— from 5,010
Change-5,010 (-100%)
Value—
Palogic Value Management, L.P.
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 4,989
Change-4,989 (-100%)
Value—
Fairfield, Bush & Co.
N/A
Shares— from 4,987
Change-4,987 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 4,957
Change-4,957 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 4,941
Change-4,941 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 4,930
Change-4,930 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 4,883
Change-4,883 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 4,835
Change-4,835 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 4,826
Change-4,826 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 4,808
Change-4,808 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 4,778
Change-4,778 (-100%)
Value—
Simmons Bank
N/A
Shares— from 4,724
Change-4,724 (-100%)
Value—
Volterra Technologies LP
N/A
Shares— from 4,714
Change-4,714 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 4,709
Change-4,709 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 4,688
Change-4,688 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 4,650
Change-4,650 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 4,645
Change-4,645 (-100%)
Value—
V. M. Manning & Co., Inc.
N/A
Shares— from 4,620
Change-4,620 (-100%)
Value—
360 Financial, Inc.
N/A
Shares— from 4,619
Change-4,619 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 4,612
Change-4,612 (-100%)
Value—
South Street Advisors LLC
N/A
Shares— from 4,600
Change-4,600 (-100%)
Value—
Infrastructure Capital Advisors, LLC
N/A
Shares— from 4,600
Change-4,600 (-100%)
Value—
Beta Wealth Group, Inc.
N/A
Shares— from 4,600
Change-4,600 (-100%)
Value—
MSA Advisors, LLC
N/A
Shares— from 4,572
Change-4,572 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 4,528
Change-4,528 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 4,517
Change-4,517 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 4,499
Change-4,499 (-100%)
Value—
Fi3 Financial Advisors, LLC
N/A
Shares— from 4,484
Change-4,484 (-100%)
Value—
DSM Capital Partners LLC
N/A
Shares— from 4,462
Change-4,462 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 4,460
Change-4,460 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 4,452
Change-4,452 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 4,438
Change-4,438 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 4,419
Change-4,419 (-100%)
Value—
Richmond Brothers, Inc.
N/A
Shares— from 4,385
Change-4,385 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 4,378
Change-4,378 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 4,356
Change-4,356 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 4,278
Change-4,278 (-100%)
Value—
Gross & Hartman Investments LLC
N/A
Shares— from 4,249
Change-4,249 (-100%)
Value—
KMT Wealth Management, LLC
N/A
Shares— from 4,246
Change-4,246 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 4,212
Change-4,212 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 4,206
Change-4,206 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 4,197
Change-4,197 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 4,150
Change-4,150 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 4,141
Change-4,141 (-100%)
Value—
Buffalo Business & Estate Services LTD
N/A
Shares— from 4,129
Change-4,129 (-100%)
Value—
Buckley Wealth Management, LLC
N/A
Shares— from 4,128
Change-4,128 (-100%)
Value—
Claret Asset Management Corp
N/A
Shares— from 4,076
Change-4,076 (-100%)
Value—
Panoramic Capital Partners, LLC
N/A
Shares— from 4,074
Change-4,074 (-100%)
Value—
Alexander Labrunerie & Co., Inc.
N/A
Shares— from 4,058
Change-4,058 (-100%)
Value—
Empirical Finance, LLC
N/A
Shares— from 4,050
Change-4,050 (-100%)
Value—
Quattro Advisors LLC
N/A
Shares— from 4,035
Change-4,035 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 4,030
Change-4,030 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 4,027
Change-4,027 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 4,027
Change-4,027 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 4,012
Change-4,012 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 4,008
Change-4,008 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 3,987
Change-3,987 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 3,943
Change-3,943 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 3,931
Change-3,931 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 3,913
Change-3,913 (-100%)
Value—
FFT Wealth Management LLC
N/A
Shares— from 3,901
Change-3,901 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 3,898
Change-3,898 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 3,896
Change-3,896 (-100%)
Value—
Sterneck Capital Management, LLC
N/A
Shares— from 3,894
Change-3,894 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 3,891
Change-3,891 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 3,889
Change-3,889 (-100%)
Value—
Northstar Advisory Group, LLC
N/A
Shares— from 3,888
Change-3,888 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 3,886
Change-3,886 (-100%)
Value—
Severin Investments, LLC
N/A
Shares— from 3,849
Change-3,849 (-100%)
Value—
Oxford Wealth Group, LLC
N/A
Shares— from 3,844
Change-3,844 (-100%)
Value—
OAK Associates LTD
N/A
Shares— from 3,840
Change-3,840 (-100%)
Value—
Schrum Private Wealth Management LLC
N/A
Shares— from 3,822
Change-3,822 (-100%)
Value—
Vista Cima Wealth Management LLC
N/A
Shares— from 3,779
Change-3,779 (-100%)
Value—
City National Bank of Florida
N/A
Shares— from 3,770
Change-3,770 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 3,755
Change-3,755 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 3,725
Change-3,725 (-100%)
Value—
Calydon Capital
N/A
Shares— from 3,720
Change-3,720 (-100%)
Value—
Adams Wealth Management
N/A
Shares— from 3,704
Change-3,704 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 3,704
Change-3,704 (-100%)
Value—
KDT Advisors, LLC
N/A
Shares— from 3,675
Change-3,675 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 3,643
Change-3,643 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 3,633
Change-3,633 (-100%)
Value—
SGL Investment Advisors, Inc.
N/A
Shares— from 3,617
Change-3,617 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 3,614
Change-3,614 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 3,611
Change-3,611 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 3,602
Change-3,602 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 3,545
Change-3,545 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 3,521
Change-3,521 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 3,520
Change-3,520 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 3,511
Change-3,511 (-100%)
Value—
Markin Volterra Fund LP
N/A
Shares— from 3,506
Change-3,506 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 3,505
Change-3,505 (-100%)
Value—
IFS Group,LLC
N/A
Shares— from 3,505
Change-3,505 (-100%)
Value—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
Sollinda Capital Management LLC
N/A
Shares— from 3,496
Change-3,496 (-100%)
Value—
Avant Capital LLC
N/A
Shares— from 3,475
Change-3,475 (-100%)
Value—
Ionic Capital Management LLC
N/A
Shares— from 3,452
Change-3,452 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 3,448
Change-3,448 (-100%)
Value—
Arbor Trust Wealth Advisors, LLC
N/A
Shares— from 3,431
Change-3,431 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 3,427
Change-3,427 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 3,419
Change-3,419 (-100%)
Value—
Limestone Investment Advisors LP
N/A
Shares— from 3,390
Change-3,390 (-100%)
Value—
All Terrain Financial Advisors, LLC
N/A
Shares— from 3,371
Change-3,371 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 3,369
Change-3,369 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 3,357
Change-3,357 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 3,339
Change-3,339 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 3,324
Change-3,324 (-100%)
Value—
Intrepid Capital Management Inc
N/A
Shares— from 3,305
Change-3,305 (-100%)
Value—
OneAscent Investment Solutions LLC
N/A
Shares— from 3,303
Change-3,303 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 3,292
Change-3,292 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 3,277
Change-3,277 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 3,263
Change-3,263 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 3,245
Change-3,245 (-100%)
Value—
denkapparat Operations GmbH
N/A
Shares— from 3,210
Change-3,210 (-100%)
Value—
Valtrion Capital Management, LLC
N/A
Shares— from 3,203
Change-3,203 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 3,202
Change-3,202 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 3,180
Change-3,180 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 3,180
Change-3,180 (-100%)
Value—
Legacy Wealth Advisors, LLC
N/A
Shares— from 3,180
Change-3,180 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 3,165
Change-3,165 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 3,141
Change-3,141 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 3,112
Change-3,112 (-100%)
Value—
Mokan Wealth Management Inc.
N/A
Shares— from 3,106
Change-3,106 (-100%)
Value—
Alphadyne Asset Management LP
N/A
Shares— from 3,103
Change-3,103 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 3,054
Change-3,054 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 3,035
Change-3,035 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 3,034
Change-3,034 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 3,024
Change-3,024 (-100%)
Value—
Fullerton Fund Management Co Ltd.
N/A
Shares— from 3,021
Change-3,021 (-100%)
Value—
Ketron Financial
N/A
Shares— from 3,011
Change-3,011 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 3,003
Change-3,003 (-100%)
Value—
Shay Capital LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 2,989
Change-2,989 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 2,988
Change-2,988 (-100%)
Value—
Legacy Capital Wealth Management, LLC
N/A
Shares— from 2,969
Change-2,969 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 2,959
Change-2,959 (-100%)
Value—
Royal Capital Wealth Management, LLC
N/A
Shares— from 2,950
Change-2,950 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 2,926
Change-2,926 (-100%)
Value—
Liberty One Investment Management, LLC
N/A
Shares— from 2,906
Change-2,906 (-100%)
Value—
BHK Investment Advisors, LLC
N/A
Shares— from 2,905
Change-2,905 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 2,900
Change-2,900 (-100%)
Value—
QVT Financial LP
N/A
Shares— from 2,887
Change-2,887 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 2,883
Change-2,883 (-100%)
Value—
George Kaiser Family Foundation
N/A
Shares— from 2,845
Change-2,845 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 2,844
Change-2,844 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 2,839
Change-2,839 (-100%)
Value—
Consilio Wealth Advisors, LLC
N/A
Shares— from 2,814
Change-2,814 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 2,806
Change-2,806 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 2,805
Change-2,805 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 2,782
Change-2,782 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 2,780
Change-2,780 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 2,774
Change-2,774 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 2,752
Change-2,752 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 2,717
Change-2,717 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 2,698
Change-2,698 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 2,691
Change-2,691 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 2,668
Change-2,668 (-100%)
Value—
Stephens Investment Management Group LLC
N/A
Shares— from 2,663
Change-2,663 (-100%)
Value—
Vines Capital Management, LLC
N/A
Shares— from 2,652
Change-2,652 (-100%)
Value—
Trinity Legacy Partners, LLC
N/A
Shares— from 2,626
Change-2,626 (-100%)
Value—
Concentrum Wealth Management
N/A
Shares— from 2,601
Change-2,601 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 2,579
Change-2,579 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 2,573
Change-2,573 (-100%)
Value—
Norris Financial Group, LLC
N/A
Shares— from 2,569
Change-2,569 (-100%)
Value—
M. Kulyk & Associates, LLC
N/A
Shares— from 2,563
Change-2,563 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 2,560
Change-2,560 (-100%)
Value—
Cercano Management LLC
N/A
Shares— from 2,542
Change-2,542 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 2,530
Change-2,530 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 2,529
Change-2,529 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 2,527
Change-2,527 (-100%)
Value—
Fora Capital, LLC
N/A
Shares— from 2,525
Change-2,525 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 2,525
Change-2,525 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 2,521
Change-2,521 (-100%)
Value—
Highview Capital Management LLC
N/A
Shares— from 2,515
Change-2,515 (-100%)
Value—
Polymer Capital Management (US) LLC
N/A
Shares— from 2,504
Change-2,504 (-100%)
Value—
R.H. Investment Group, LLC
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Rodgers Brothers Inc.
N/A
Shares— from 2,450
Change-2,450 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 2,444
Change-2,444 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 2,434
Change-2,434 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 2,430
Change-2,430 (-100%)
Value—
Oxford Asset Management LLP
N/A
Shares— from 2,427
Change-2,427 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 2,415
Change-2,415 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 2,407
Change-2,407 (-100%)
Value—
Planning Alternatives LTD
N/A
Shares— from 2,404
Change-2,404 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 2,378
Change-2,378 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 2,378
Change-2,378 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 2,375
Change-2,375 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 2,344
Change-2,344 (-100%)
Value—
Exit Wealth Advisors, Llc.
N/A
Shares— from 2,332
Change-2,332 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 2,321
Change-2,321 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 2,319
Change-2,319 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 2,307
Change-2,307 (-100%)
Value—
FreeGulliver LLC
N/A
Shares— from 2,305
Change-2,305 (-100%)
Value—
Khazanah Nasional Berhad
N/A
Shares— from 2,300
Change-2,300 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 2,300
Change-2,300 (-100%)
Value—
US Asset Management LLC
N/A
Shares— from 2,286
Change-2,286 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 2,282
Change-2,282 (-100%)
Value—
Serenus Wealth Advisors, LLC
N/A
Shares— from 2,281
Change-2,281 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 2,279
Change-2,279 (-100%)
Value—
X-Square Capital, LLC
N/A
Shares— from 2,274
Change-2,274 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 2,271
Change-2,271 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 2,270
Change-2,270 (-100%)
Value—
Sunflower Bank, N.A.
N/A
Shares— from 2,264
Change-2,264 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 2,257
Change-2,257 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 2,251
Change-2,251 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 2,233
Change-2,233 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 2,216
Change-2,216 (-100%)
Value—
Hemenway Trust Co LLC
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 2,195
Change-2,195 (-100%)
Value—
Demming Financial Services Corp
N/A
Shares— from 2,193
Change-2,193 (-100%)
Value—
Ruggiero Investments, Inc.
N/A
Shares— from 2,187
Change-2,187 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 2,181
Change-2,181 (-100%)
Value—
Planning Directions Inc
N/A
Shares— from 2,178
Change-2,178 (-100%)
Value—
Summitry LLC
N/A
Shares— from 2,149
Change-2,149 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 2,144
Change-2,144 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 2,116
Change-2,116 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 2,106
Change-2,106 (-100%)
Value—
Mizuho Markets Americas LLC
N/A
Shares— from 2,098
Change-2,098 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 2,094
Change-2,094 (-100%)
Value—
Retirement Planning Group, LLC / NY
N/A
Shares— from 2,078
Change-2,078 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 2,078
Change-2,078 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 2,075
Change-2,075 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 2,071
Change-2,071 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 2,050
Change-2,050 (-100%)
Value—
Golden Road Advisors LLC
N/A
Shares— from 2,046
Change-2,046 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 2,030
Change-2,030 (-100%)
Value—
Bridgefront Capital, LLC
N/A
Shares— from 2,012
Change-2,012 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 2,005
Change-2,005 (-100%)
Value—
Connective Capital Management, LLC
N/A
Shares— from 2,004
Change-2,004 (-100%)
Value—
Annandale Capital, LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 1,999
Change-1,999 (-100%)
Value—
Twin Lakes Capital Management, LLC
N/A
Shares— from 1,989
Change-1,989 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 1,989
Change-1,989 (-100%)
Value—
Seaview Investment Managers LLC
N/A
Shares— from 1,977
Change-1,977 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 1,971
Change-1,971 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 1,959
Change-1,959 (-100%)
Value—
Alan B Lancz & Associates, Inc.
N/A
Shares— from 1,950
Change-1,950 (-100%)
Value—
Smart Money Group LLC
N/A
Shares— from 1,927
Change-1,927 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 1,917
Change-1,917 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 1,911
Change-1,911 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 1,900
Change-1,900 (-100%)
Value—
Portland Investment Counsel Inc.
N/A
Shares— from 1,895
Change-1,895 (-100%)
Value—
Presidio Capital Management, LLC
N/A
Shares— from 1,892
Change-1,892 (-100%)
Value—
Delta Global Management LP
N/A
Shares— from 1,879
Change-1,879 (-100%)
Value—
Matters Capital LLC
N/A
Shares— from 1,875
Change-1,875 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 1,866
Change-1,866 (-100%)
Value—
RiverGlades Family Offices LLC
N/A
Shares— from 1,865
Change-1,865 (-100%)
Value—
Blueshift Asset Management, LLC
N/A
Shares— from 1,865
Change-1,865 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 1,859
Change-1,859 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 1,817
Change-1,817 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 1,811
Change-1,811 (-100%)
Value—
UP Strategic Wealth Investment Advisors LLC
N/A
Shares— from 1,810
Change-1,810 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 1,792
Change-1,792 (-100%)
Value—
Authentikos Wealth Advisory, LLC
N/A
Shares— from 1,791
Change-1,791 (-100%)
Value—
Harvey Capital Management Inc
N/A
Shares— from 1,783
Change-1,783 (-100%)
Value—
First National Advisers, LLC
N/A
Shares— from 1,781
Change-1,781 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 1,780
Change-1,780 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 1,773
Change-1,773 (-100%)
Value—
Mount Lucas Management LP
N/A
Shares— from 1,773
Change-1,773 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 1,769
Change-1,769 (-100%)
Value—
1248 Management, LLC
N/A
Shares— from 1,758
Change-1,758 (-100%)
Value—
Atalanta Sosnoff Capital, LLC
N/A
Shares— from 1,756
Change-1,756 (-100%)
Value—
Omnia Family Wealth, LLC
N/A
Shares— from 1,753
Change-1,753 (-100%)
Value—
HBK Investments L P
N/A
Shares— from 1,753
Change-1,753 (-100%)
Value—
Abbot Financial Management, Inc.
N/A
Shares— from 1,750
Change-1,750 (-100%)
Value—
Core Alternative Capital
N/A
Shares— from 1,740
Change-1,740 (-100%)
Value—
Resolute Wealth Advisor, Inc.
N/A
Shares— from 1,738
Change-1,738 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 1,735
Change-1,735 (-100%)
Value—
New World Advisors LLC
N/A
Shares— from 1,728
Change-1,728 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 1,727
Change-1,727 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 1,716
Change-1,716 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 1,716
Change-1,716 (-100%)
Value—
Westerkirk Capital Inc.
N/A
Shares— from 1,712
Change-1,712 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 1,695
Change-1,695 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 1,665
Change-1,665 (-100%)
Value—
Hansen & Associates Financial Group, Inc.
N/A
Shares— from 1,591
Change-1,591 (-100%)
Value—
Entelevest, LLC
N/A
Shares— from 1,580
Change-1,580 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 1,475
Change-1,475 (-100%)
Value—
Toews Corp
N/A
Shares— from 1,471
Change-1,471 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 1,412
Change-1,412 (-100%)
Value—
Papamarkou Wellner Asset Management inc.
N/A
Shares— from 1,393
Change-1,393 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 1,353
Change-1,353 (-100%)
Value—
KEB Asset Management, LLC
N/A
Shares— from 1,344
Change-1,344 (-100%)
Value—
Rogco, LP
N/A
Shares— from 1,335
Change-1,335 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 1,279
Change-1,279 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 1,239
Change-1,239 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 1,220
Change-1,220 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 1,217
Change-1,217 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 1,216
Change-1,216 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 1,213
Change-1,213 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 1,186
Change-1,186 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 1,173
Change-1,173 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 1,151
Change-1,151 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 1,144
Change-1,144 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 1,139
Change-1,139 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 1,070
Change-1,070 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 1,029
Change-1,029 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 950
Change-950 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 946
Change-946 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 918
Change-918 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 909
Change-909 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 830
Change-830 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 823
Change-823 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 817
Change-817 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 777
Change-777 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 774
Change-774 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 756
Change-756 (-100%)
Value—
Palladiem, LLC
N/A
Shares— from 714
Change-714 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 688
Change-688 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 662
Change-662 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 582
Change-582 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 559
Change-559 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 557
Change-557 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 542
Change-542 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 536
Change-536 (-100%)
Value—
Park Circle Co
N/A
Shares— from 500
Change-500 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 492
Change-492 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 487
Change-487 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 467
Change-467 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 463
Change-463 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 439
Change-439 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 438
Change-438 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 433
Change-433 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 423
Change-423 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 422
Change-422 (-100%)
Value—
Core Capital Management & Research, inc.
N/A
Shares— from 414
Change-414 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 396
Change-396 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 388
Change-388 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 369
Change-369 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 366
Change-366 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 357
Change-357 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 350
Change-350 (-100%)
Value—
Motco
N/A
Shares— from 342
Change-342 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 309
Change-309 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 303
Change-303 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 300
Change-300 (-100%)
Value—
Cetera Trust Company, N.a
N/A
Shares— from 300
Change-300 (-100%)
Value—
CAZ Investments LP
N/A
Shares— from 300
Change-300 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 294
Change-294 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 288
Change-288 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 266
Change-266 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 254
Change-254 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 250
Change-250 (-100%)
Value—
Pingora Partners LLC
N/A
Shares— from 250
Change-250 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 235
Change-235 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 222
Change-222 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 220
Change-220 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 212
Change-212 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 205
Change-205 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 203
Change-203 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 200
Change-200 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 199
Change-199 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 173
Change-173 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 162
Change-162 (-100%)
Value—
S&T Bank
N/A
Shares— from 153
Change-153 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 149
Change-149 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 143
Change-143 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 136
Change-136 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 135
Change-135 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 128
Change-128 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 128
Change-128 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 126
Change-126 (-100%)
Value—
Bamco Inc
N/A
Shares— from 123
Change-123 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 120
Change-120 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 115
Change-115 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 105
Change-105 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 100
Change-100 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 86
Change-86 (-100%)
Value—
Altshuler Shaham Ltd
N/A
Shares— from 86
Change-86 (-100%)
Value—
Clal Insurance Enterprises Holdings Ltd
N/A
Shares— from 72
Change-72 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 67
Change-67 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 63
Change-63 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 62
Change-62 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 58
Change-58 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 55
Change-55 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Raelipskie Partnership
N/A
Shares— from 50
Change-50 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 45
Change-45 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 44
Change-44 (-100%)
Value—
Vela Investment Management, LLC
N/A
Shares— from 40
Change-40 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 33
Change-33 (-100%)
Value—
Baillie Gifford & Co
N/A
Shares— from 28
Change-28 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Quarry LP
N/A
Shares— from 22
Change-22 (-100%)
Value—
Davis Asset Management, L.P.
N/A
Shares— from 20
Change-20 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 18
Change-18 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 16
Change-16 (-100%)
Value—
Berkshire Capital Holdings Inc
N/A
Shares— from 10
Change-10 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
Ross\johnson & Associates LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Hurricane Capital Advisors LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Geode Capital Management, LLC
INCREASED56,111,46655,334,968+776,498+1%$6.4B$10.5B+$4.0B2026-11-06
Amundi
DECREASED14,428,16317,623,053-3,194,890-18%$2.1B$2.7B+$642.7M2026-11-06
Bank of New York Mellon Corp
DECREASED12,022,09212,306,756-284,664-2%$1.4B$2.2B+$812.9M2026-11-05
Deutsche Bank Ag\
INCREASED10,718,89410,257,866+461,028+4%$1.2B$2.0B+$808.2M2026-11-06
Barclays PLC
DECREASED6,595,6916,901,049-305,358-4%$805.1M$1.2B+$428.6M2026-11-06
Sumitomo Mitsui Trust Group, Inc.
DECREASED6,266,0906,884,136-618,046-9%$803.2M$1.2B+$368.9M2026-10-29
Daiwa Securities Group Inc.
DECREASED6,231,0777,340,143-1,109,066-15%$856.4M$1.2B+$309.1M2026-10-29
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED6,044,0925,698,278+345,814+6%$664.8M$1.1B+$465.7M2026-11-05
LPL Financial LLC
INCREASED5,367,1725,004,376+362,796+7%$583.9M$1.0B+$420.1M2026-11-06
Citigroup Inc
DECREASED4,259,1275,937,309-1,678,182-28%$692.7M$796.7M+$104.0M2026-11-04
Swedbank AB
INCREASED4,156,7104,076,893+79,817+2%$475.7M$777.5M+$301.9M2026-10-27
Dimensional Fund Advisors LP
INCREASED4,004,5843,960,053+44,531+1%$462.0M$749.1M+$287.0M2026-11-04
Principal Financial Group Inc
INCREASED3,169,1112,914,225+254,886+9%$340.0M$592.8M+$252.8M2026-11-02
WT Asset Management Ltd
NEW3,108,267—+3,108,267——$581.4M—2026-10-28
ProShare Advisors LLC
INCREASED2,674,9722,575,920+99,052+4%$300.5M$500.4M+$199.8M2026-10-29
Neos Investment Management LLC
INCREASED1,970,5731,755,494+215,079+12%$204.8M$368.6M+$163.8M2026-11-04
Mirae Asset Global Investments Co., Ltd.
INCREASED1,834,0441,577,606+256,438+16%$184.1M$343.1M+$159.0M2026-11-03
Russell Investments Group, Ltd.
INCREASED1,815,4711,689,873+125,598+7%$196.8M$339.6M+$142.7M2026-11-06
Pictet Asset Management Holding SA
INCREASED1,769,8581,722,612+47,246+3%$201.0M$331.1M+$130.1M2026-11-03
New York State Teachers Retirement System
DECREASED1,705,1661,764,687-59,521-3%$205.9M$319.0K-$205.6M2026-10-22
Thrivent Financial for Lutherans
INCREASED1,584,1061,546,089+38,017+2%$180.4M$296.3K-$180.1M2026-11-05
Allen Holding Inc
UNCHANGED1,500,0001,500,00000%$175.0M$280.6M+$105.6M2026-11-03
DekaBank Deutsche Girozentrale
INCREASED1,486,188445,889+1,040,299+233%$65.0K$278.9K+$213.9K2026-10-27
Pacific Heights Asset Management LLC
UNCHANGED1,425,0001,425,00000%$166.3M$266.5M+$100.3M2026-11-03
Commonwealth Equity Services, LLC
DECREASED1,241,1271,255,449-14,322-1%$146.5M$232.2M+$85.7M2026-11-02
PFA Pension, Forsikringsaktieselskab
DECREASED1,227,4341,301,018-73,584-6%$151.8M$229.6M+$77.8M2026-11-06
Allen Operations LLC
UNCHANGED1,125,0001,125,00000%$131.3M$210.4M+$79.2M2026-11-03
CIBC Asset Management Inc
INCREASED1,122,8961,093,095+29,801+3%$127.5M$210.0M+$82.5M2026-11-05
MacKenzie Financial Corp
INCREASED1,058,193840,236+217,957+26%$98.0M$197.9M+$99.9M2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED1,038,0341,067,013-28,979-3%$124.5M$194.2K-$124.3M2026-11-02
Asset Management One Co., Ltd.
INCREASED1,006,806948,849+57,957+6%$110.7M$188.3M+$77.6M2026-10-27
Bank Julius Baer & Co. Ltd, Zurich
INCREASED984,651980,013+4,638+0%$114.1M$184.2M+$70.1M2026-10-29
Cypress Point Wealth Management, LLC
DECREASED925,492926,151-6590%$108.1M$173.1M+$65.1M2026-11-03
State of Michigan Retirement System
DECREASED918,814948,281-29,467-3%$110.6M$171.9M+$61.2M2026-10-27
Unicom Systems, Inc.
UNCHANGED838,992838,99200%$97.9M$156.9M+$59.0M2026-10-13
Creative Planning
INCREASED807,276697,629+109,647+16%$81.4M$151.0M+$69.6M2026-11-02
Assenagon Asset Management S.A.
DECREASED787,9971,491,567-703,570-47%$174.0M$147.4M-$26.6M2026-10-15
Strs Ohio
INCREASED759,552641,402+118,150+18%$74.8M$142.1M+$67.2M2026-10-30
Swiss Life Asset Management Ltd
DECREASED757,810891,083-133,273-15%$104.0M$141.7M+$37.8M2026-11-03
Allspring Global Investments Holdings, LLC
INCREASED748,895187,897+560,998+299%$23.6M$142.3M+$118.7M2026-11-04
Nykredit A/S
INCREASED717,357717,073+284+0%$83.7M$134.2M+$50.5M2026-11-06
State of New Jersey Common Pension Fund D
UNCHANGED704,071704,07100%$82.1M$131.7M+$49.6M2026-11-05
Calamos Advisors LLC
INCREASED703,785664,009+39,776+6%$77.5M$131.6M+$54.2M2026-11-02
Retirement Systems of Alabama
INCREASED698,082482,354+215,728+45%$56.3M$130.6M+$74.3M2026-11-04
OFI Invest Asset Management
DECREASED681,4741,430,204-748,730-52%$146.0M$112.4M-$33.7M2026-11-06
Eurizon Capital SGR S.p.A.
INCREASED679,200297,463+381,737+128%$34.6M$127.1M+$92.5M2026-11-06
Virginia Retirement Systems ET Al
INCREASED669,184666,784+2,400+0%$77.8M$125.2M+$47.4M2026-10-28
Robeco Institutional Asset Management B.V.
INCREASED664,777517,710+147,067+28%$60.4M$124.3M+$63.9M2026-10-20
Czech National Bank
INCREASED661,050653,550+7,500+1%$76.2M$123.6M+$47.4M2026-10-13
Hyperion Asset Management Ltd
DECREASED647,6971,111,480-463,783-42%$129.7M$121.2M-$8.5M2026-10-20
Xponance LLC
INCREASED626,136600,374+25,762+4%$70.0M$117.1M+$47.1M2026-11-03
Arizona State Retirement System
INCREASED609,668604,307+5,361+1%$70.5M$114.0M+$43.5M2026-11-03
Rakuten Investment Management, Inc.
INCREASED604,767546,398+58,369+11%$63.2M$113.1M+$49.9M2026-10-30
Lido Advisors, LLC
INCREASED575,617542,479+33,138+6%$63.3M$107.7M+$44.4M2026-11-04
PNC Financial Services Group, Inc.
INCREASED569,996532,403+37,593+7%$62.1M$106.6M+$44.5M2026-11-06
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED534,468569,173-34,705-6%$66.4M$100.0M+$33.6M2026-10-15
ABN Amro Investment Solutions
INCREASED525,826479,823+46,003+10%$56.0M$98.4M+$42.4M2026-10-21
Wealth Enhancement Advisory Services, LLC
INCREASED524,808492,831+31,977+6%$59.2M$99.3M+$40.1M2026-10-13
KBC Group NV
INCREASED512,188504,413+7,775+2%$58.9M$95.8K-$58.8M2026-10-22
US Bancorp \de\
INCREASED509,500502,995+6,505+1%$58.7M$95.3M+$36.6M2026-11-05
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED508,306507,140+1,166+0%$59.2M$95.1M+$35.9M2026-11-03
Congress Asset Management Co
DECREASED506,678512,991-6,313-1%$59.9M$94.8M+$34.9M2026-10-06
IFM Investors Pty Ltd
INCREASED505,187488,245+16,942+3%$57.0M$94.5M+$37.5M2026-10-14
Aegon Asset Management UK PLC
INCREASED504,092211,038+293,054+139%$24.6M$94.3M+$69.7M2026-11-04
Salem Investment Counselors Inc
DECREASED496,002552,123-56,121-10%$64.4M$92.8M+$28.4M2026-10-13
Gateway Investment Advisers LLC
INCREASED491,440459,843+31,597+7%$53.6M$91.9M+$38.3M2026-10-13
OpenArc Corporate Advisory, LLC
INCREASED490,733470,245+20,488+4%$54.9M$91.8M+$36.9M2026-10-21
Fifth Third Bancorp
INCREASED488,508463,233+25,275+5%$54.0M$91.4M+$37.3M2026-11-05
SBI Securities Co., Ltd.
DECREASED464,806536,160-71,354-13%$62.6M$86.9M+$24.4M2026-10-22
GF Fund Management Co. Ltd.
DECREASED459,228464,085-4,857-1%$54.1M$85.9M+$31.8M2026-10-26
Kestra Advisory Services, LLC
INCREASED444,724376,163+68,561+18%$43.9M$83.2M+$39.3M2026-11-02
Amalgamated Bank
DECREASED444,415453,483-9,068-2%$52.9M$83.1K-$52.8M2026-10-23
Atwood & Palmer Inc
DECREASED428,247436,259-8,012-2%$50.9M$80.1M+$29.2M2026-10-08
Sumitomo Mitsui DS Asset Management Company, Ltd
DECREASED424,052426,114-2,0620%$49.7M$79.3M+$29.6M2026-10-20
UniSuper Management Pty Ltd
INCREASED421,255394,916+26,339+7%$46.1M$78.8M+$32.7M2026-10-26
Nisa Investment Advisors, LLC
INCREASED412,572409,379+3,193+1%$47.8M$77.2M+$29.4M2026-10-20
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED412,372417,348-4,976-1%$48.7M$77.2M+$28.5M2026-10-19
Van Cleef Asset Management,Inc
DECREASED401,370408,853-7,483-2%$47.7M$75.1M+$27.4M2026-10-20
Assetmark, Inc
INCREASED386,704370,580+16,124+4%$43.2M$72.3M+$29.1M2026-10-21
Achmea Investment Management B.V.
INCREASED378,645291,902+86,743+30%$34.1M$70.9M+$36.8M2026-10-30
Global X Japan Co., Ltd.
DECREASED374,638376,244-1,6060%$43.9M$70.1M+$26.2M2026-10-21
New York Life Investment Management LLC
INCREASED365,072320,224+44,848+14%$37.4M$68.3M+$30.9M2026-11-04
TD Waterhouse Canada Inc.
INCREASED363,691124,366+239,325+192%$15.7M$70.1M+$54.4M2026-10-16
OP Asset Management Ltd
INCREASED329,444246,160+83,284+34%$28.7M$61.6M+$32.9M2026-11-05
Kestra Private Wealth Services, LLC
DECREASED325,662333,196-7,534-2%$38.9M$60.9M+$22.0M2026-11-06
Defender Capital, Llc.
INCREASED319,757309,687+10,070+3%$36.1M$59.8M+$23.7M2026-10-01
Concurrent Investment Advisors, LLC
INCREASED316,797201,740+115,057+57%$23.5M$59.3M+$35.7M2026-10-16
Aware Super Pty Ltd as trustee of Aware Super
UNCHANGED315,642315,64200%$36.8M$59.0M+$22.2M2026-10-30
Exchange Traded Concepts, LLC
DECREASED315,352344,836-29,484-9%$40.2M$59.0M+$18.8M2026-10-28
Truist Financial Corp
DECREASED308,443329,042-20,599-6%$38.4M$57.7M+$19.3M2026-10-30
iA Global Asset Management Inc.
INCREASED295,005291,050+3,955+1%$34.0M$55.2K-$33.9M2026-10-29
Oregon Public Employees Retirement Fund
INCREASED282,872282,263+609+0%$32.9M$52.9M+$20.0M2026-10-30
Oppenheimer & Co Inc
INCREASED274,039271,440+2,599+1%$31.7M$51.3M+$19.6M2026-10-26
State of Alaska, Department of Revenue
DECREASED272,199279,235-7,036-3%$32.6M$50.9K-$32.5M2026-10-15
Sentinel Trust Co LBA
DECREASED271,741276,741-5,000-2%$32.3K$50.8K+$18.5K2026-11-03
Natixis
INCREASED268,69059,500+209,190+352%$6.9M$50.3M+$43.3M2026-11-06
Jefferies Financial Group Inc.
INCREASED268,188267,696+492+0%$31.2M$50.2M+$18.9M2026-11-05
Crossmark Global Holdings, Inc.
INCREASED265,373256,921+8,452+3%$30.0M$49.6M+$19.7M2026-10-21
Wedmont Private Capital
DECREASED260,132263,251-3,119-1%$33.4M$51.7M+$18.3M2026-10-09
Factory Mutual Insurance Co
INCREASED259,607239,457+20,150+8%$27.9M$48.6M+$20.6M2026-10-30
Allen Investment Management, LLC
INCREASED258,55699,699+158,857+159%$11.6M$48.4M+$36.7M2026-11-03
NLB Skladi, upravljanje premozenja, d.o.o.
UNCHANGED258,378258,37800%$30.1M$48.3M+$18.2M2026-10-22
Louisiana State Employees Retirement System
DECREASED258,200264,900-6,700-3%$30.9M$48.3M+$17.4M2026-10-20
Chicago Capital, LLC
INCREASED247,210190,991+56,219+29%$22.3M$46.2M+$24.0M2026-10-13
Prospera Financial Services Inc
INCREASED238,042193,072+44,970+23%$22.5M$43.8M+$21.3M2026-11-04
Union Bancaire Privee, UBP SA
DECREASED237,723240,260-2,537-1%$23.3M$37.5M+$14.3M2026-11-04
United Capital Management of KS, Inc.
DECREASED237,607237,935-3280%$27.8M$44.4M+$16.7M2026-11-04
Mutual of America Capital Management LLC
DECREASED235,404236,614-1,210-1%$27.6M$44.0M+$16.4M2026-10-23
VestGen Advisors, LLC
INCREASED233,365171,512+61,853+36%$20.0M$43.7M+$23.6M2026-10-27
Meitav Investment House LTD
INCREASED231,505209,597+21,908+10%$24.5M$43.3M+$18.8M2026-10-28
Cardano Risk Management B.V.
DECREASED225,788686,694-460,906-67%$80.1K$42.2K-$37.9K2026-10-20
Mirae Asset Securities (USA) Inc.
DECREASED225,322225,523-2010%$26.3M$42.1M+$15.8M2026-10-15
Prime Capital Investment Advisors, LLC
DECREASED223,302226,312-3,010-1%$26.4M$41.8M+$15.4M2026-10-20
Ibex Wealth Advisors
INCREASED213,488183,386+30,102+16%$21.4M$39.9M+$18.5M2026-11-06
Yousif Capital Management, LLC
DECREASED211,910214,070-2,160-1%$25.0M$39.6M+$14.7M2026-10-22
Park Avenue Securities LLC
INCREASED206,094188,877+17,217+9%$22.0M$38.6K-$22.0M2026-10-26
McGuire Investment Group, LLC
DECREASED200,123204,233-4,110-2%$23.8M$37.4M+$13.6M2026-10-23
Privium Fund Management B.V.
UNCHANGED200,000200,00000%$23.3M$37.4M+$14.1M2026-11-03
Parallel Advisors, LLC
DECREASED198,539202,278-3,739-2%$23.6M$37.1M+$13.5M2026-11-03
Sloy Dahl & Holst, LLC
INCREASED186,000182,554+3,446+2%$21.3M$34.8M+$13.5M2026-10-14
SteelPeak Wealth, LLC
INCREASED182,62199,778+82,843+83%$11.6M$34.2M+$22.5M2026-10-16
Hedeker Wealth, LLC
INCREASED182,077170,510+11,567+7%$19.9M$34.1M+$14.2M2026-10-23
B. Metzler seel. Sohn & Co. AG
INCREASED181,972181,673+299+0%$21.2M$34.0M+$12.8M2026-10-30
Profund Advisors LLC
DECREASED177,137191,897-14,760-8%$22.4M$33.1M+$10.7M2026-10-29
Independent Financial Group, LLC
DECREASED169,919188,200-18,281-10%$22.0M$31.8M+$9.8M2026-10-13
Gulf International Bank (UK) Ltd
UNCHANGED167,666167,66600%$19.6M$31.4K-$19.5M2026-10-20
Carnegie Investment Counsel
INCREASED166,463114,969+51,494+45%$13.4M$31.1M+$17.7M2026-10-20
Farther Finance Advisors, LLC
INCREASED164,891148,332+16,559+11%$17.3M$30.8M+$13.5M2026-10-08
AlphaStar Capital Management, LLC
DECREASED162,410182,091-19,681-11%$21.2M$30.4M+$9.1M2026-10-16
Wedbush Securities Inc
DECREASED160,135186,236-26,101-14%$21.7M$30.0K-$21.7M2026-10-22
UMB Bank, n.a.
DECREASED156,821161,284-4,463-3%$18.8M$29.3M+$10.5M2026-11-06
Midwest Trust Co
INCREASED156,460136,408+20,052+15%$15.9M$29.3M+$13.4M2026-10-22
Regions Financial Corp
INCREASED156,31223,586+132,726+563%$2.8M$29.2M+$26.5M2026-11-05
B. Riley Wealth Advisors, Inc.
DECREASED155,587159,459-3,872-2%$18.4M$29.1M+$10.7M2026-10-13
International Assets Investment Management, LLC
DECREASED152,651157,678-5,027-3%$19.8M$29.1M+$9.3M2026-11-02
Kieckhefer Group LLC
DECREASED148,855149,355-5000%$17.4M$27.8M+$10.4M2026-10-13
Brookstone Capital Management
DECREASED146,564167,257-20,693-12%$19.5M$27.4M+$7.9M2026-10-22
HUB Investment Partners, LLC
INCREASED143,34377,398+65,945+85%$9.0M$26.8M+$17.8M2026-11-03
Fideuram Asset Management (Ireland) dac
INCREASED138,75146,345+92,406+199%$6.4M$21.8M+$15.5M2026-10-29
BI Asset Management Fondsmaeglerselskab A/S
INCREASED137,529135,543+1,986+1%$15.8M$25.7K-$15.8M2026-10-22
CapWealth Advisors, LLC
DECREASED137,394138,338-944-1%$16.1M$25.7M+$9.6M2026-10-05
Fagan Associates, Inc.
INCREASED136,741131,408+5,333+4%$15.3M$25.6M+$10.2M2026-10-13
Hoey Investments, Inc
INCREASED135,655132,122+3,533+3%$15.4M$25.4M+$10.0M2026-10-29
Maryland State Retirement & Pension System
INCREASED135,541119,808+15,733+13%$14.0M$25.4M+$11.4M2026-11-05
Canvas Wealth Advisors, LLC
INCREASED134,806132,211+2,595+2%$15.4M$26.5M+$11.1M2026-11-02
Illinois Municipal Retirement Fund
INCREASED133,853133,049+804+1%$15.5M$25.0M+$9.5M2026-11-05
Schaper Benz & Wise Investment Counsel Inc
DECREASED131,907132,752-845-1%$15.5M$24.7M+$9.2M2026-10-09
Merit Financial Group, LLC
DECREASED130,110136,015-5,905-4%$15.9M$24.3M+$8.5M2026-11-06
Yarbrough Capital, LLC
UNCHANGED129,443129,44300%$15.1M$24.2M+$9.1M2026-10-19
LaFleur & Godfrey LLC
INCREASED127,243122,802+4,441+4%$14.3M$23.8M+$9.5M2026-10-27
Compagnie Lombard Odier SCmA
INCREASED125,97686,950+39,026+45%$10.1M$23.6M+$13.4M2026-11-04
EverSource Wealth Advisors, LLC
DECREASED125,760127,814-2,054-2%$14.9M$23.5M+$8.6M2026-11-04
Hartford Investment Management Co
DECREASED123,147126,930-3,783-3%$14.8M$23.0M+$8.2M2026-11-04
Americana Partners, LLC
DECREASED122,613157,219-34,606-22%$18.3M$22.9M+$4.6M2026-10-28
Cornerstone Advisors, LLC
INCREASED121,28756,303+64,984+115%$6.6M$22.7M+$16.1M2026-11-06
FFG Partners, LLC
DECREASED120,915141,650-20,735-15%$16.5M$22.6M+$6.1M2026-10-15
Vontobel Holding Ltd.
DECREASED119,805207,748-87,943-42%$24.2M$22.4M-$1.8M2026-10-16
Adams Diversified Equity Fund, Inc.
UNCHANGED118,700118,70000%$13.8M$22.2M+$8.4M2026-10-21
Burney Co/
INCREASED118,48917,531+100,958+576%$2.0M$22.2M+$20.1M2026-10-15
CWA Asset Management Group, LLC
DECREASED117,975120,456-2,481-2%$14.1M$22.1M+$8.0M2026-10-19
China Universal Asset Management Co., Ltd.
INCREASED117,93698,697+19,239+19%$11.5M$22.1M+$10.5M2026-10-28
Ethic Inc.
INCREASED117,289110,921+6,368+6%$12.9M$21.9M+$9.0M2026-11-03
J.W. Cole Advisors, Inc.
INCREASED117,251111,221+6,030+5%$13.0M$21.9M+$9.0M2026-11-05
Parisi Gray Wealth Management
INCREASED116,517115,583+934+1%$13.5M$21.8M+$8.3M2026-10-16
New Mexico Educational Retirement Board
UNCHANGED113,700113,70000%$13.3M$21.3K-$13.2M2026-11-05
Allworth Financial LP
INCREASED113,59299,490+14,102+14%$11.6M$13.3M+$1.6M2026-11-06
Inspire Investing, LLC
INCREASED112,169107,824+4,345+4%$12.6M$21.0M+$8.4M2026-10-22
First Citizens Bank & Trust Co
INCREASED112,01293,378+18,634+20%$10.9M$21.0M+$10.1M2026-10-14
Raiffeisen Bank International AG
INCREASED111,44070,026+41,414+59%$8.1M$20.8M+$12.7M2026-10-28
Rockline Wealth Management, LLC
INCREASED108,918103,536+5,382+5%$12.1M$20.4M+$8.3M2026-10-26
Venture Visionary Partners LLC
INCREASED107,84075,159+32,681+43%$8.8M$20.2M+$11.4M2026-10-07
NTV Asset Management LLC
DECREASED106,766107,651-885-1%$12.6M$20.0M+$7.4M2026-10-23
Apollon Wealth Management, LLC
INCREASED106,572106,126+446+0%$12.4M$19.9M+$7.6M2026-10-23
Diversify Advisory Services, LLC
DECREASED106,139109,173-3,034-3%$14.4M$21.3M+$6.9M2026-10-20
Diversify Wealth Management, LLC
DECREASED106,139109,173-3,034-3%$14.4M$21.3M+$6.9M2026-10-20
Vise Technologies, Inc.
INCREASED106,13283,557+22,575+27%$9.7M$19.9M+$10.1M2026-10-29
Spire Wealth Management
INCREASED104,45068,847+35,603+52%$8.0M$19.5M+$11.5M2026-10-30
Ag2r LA Mondiale Gestion D'actifs
INCREASED102,54395,614+6,929+7%$11.2M$19.2M+$8.0M2026-10-26
Moors & Cabot, Inc.
INCREASED101,62194,947+6,674+7%$11.1M$19.0M+$7.9M2026-11-06
HB Wealth Management, LLC
INCREASED101,48191,527+9,954+11%$10.7M$19.0M+$8.3M2026-10-23
IFP Advisors, Inc
INCREASED101,07592,086+8,989+10%$10.7M$18.9M+$8.2M2026-10-16
United Advisor Group, LLC
INCREASED100,85799,671+1,186+1%$11.6M$18.9M+$7.2M2026-11-03
Archon Partners LLC
UNCHANGED100,000100,00000%$11.7M$18.7M+$7.0M2026-10-26
Larson Financial Group LLC
INCREASED99,42288,594+10,828+12%$10.3M$18.6M+$8.3M2026-11-05
Nfsg Corp
INCREASED97,63487,942+9,692+11%$10.3M$18.3M+$8.0M2026-10-15
Oppenheimer Asset Management Inc.
INCREASED97,08885,647+11,441+13%$10.0M$18.2M+$8.2M2026-10-27
Capital Investment Counsel, Inc
DECREASED96,40599,360-2,955-3%$11.6M$18.0M+$6.4M2026-10-20
Trilogy Capital Inc.
INCREASED96,06663,464+32,602+51%$7.4M$18.0M+$10.6M2026-10-20
Sigma Planning Corp
INCREASED95,82678,226+17,600+23%$9.1M$17.9M+$8.8M2026-10-23
Compound Planning, Inc.
INCREASED95,00073,535+21,465+29%$8.6M$17.8M+$9.2M2026-11-05
Cache Advisors, LLC
INCREASED94,25390,096+4,157+5%$10.5M$17.6M+$7.1M2026-10-16
D.A. Davidson & Co.
INCREASED93,55982,914+10,645+13%$9.7M$17.5M+$7.8M2026-10-28
Leonteq Securities AG
DECREASED92,263126,125-33,862-27%$14.7M$17.3M+$2.5M2026-10-29
Cyndeo Wealth Partners, LLC
INCREASED90,93281,766+9,166+11%$9.5M$17.0M+$7.5M2026-10-16
Harel Insurance Investments & Financial Services Ltd.
INCREASED90,87523,096+67,779+293%$2.7M$17.0K-$2.7M2026-11-02
Fortem Financial Group, LLC
DECREASED90,37493,188-2,814-3%$10.9M$16.9M+$6.0M2026-10-20
Titleist Asset Management, LLC
INCREASED90,17388,629+1,544+2%$10.3M$16.9M+$6.5M2026-10-08
Elite Wealth Management, Inc.
INCREASED89,55866,359+23,199+35%$7.7M$16.8M+$9.0M2026-11-03
MGO One Seven LLC
DECREASED86,67887,764-1,086-1%$10.2M$16.2M+$6.0M2026-10-28
Meridian Wealth Management, LLC
DECREASED86,64096,261-9,621-10%$11.2M$16.2M+$5.0M2026-11-05
Fifth Third Wealth Advisors LLC
INCREASED85,92785,516+411+0%$10.0M$16.1M+$6.1M2026-10-22
J. Safra Sarasin Holding AG
DECREASED85,910149,959-64,049-43%$17.8M$15.6M-$2.2M2026-10-26
Tokio Marine Asset Management Co LTD
INCREASED84,85984,337+522+1%$9.8M$15.9M+$6.0M2026-10-26
Kingswood Wealth Advisors, LLC
DECREASED84,45796,574-12,117-13%$11.3M$15.8M+$4.5M2026-10-23
Means Investment Co., Inc.
DECREASED83,81685,148-1,332-2%$9.9M$15.7M+$5.7M2026-11-03
OAK Ridge Investments LLC
DECREASED83,74786,674-2,927-3%$10.1M$15.7M+$5.6M2026-10-30
Davenport & Co LLC
DECREASED83,29991,022-7,723-8%$10.6M$15.6M+$5.0M2026-10-14
Hartline Investment Corp/
INCREASED82,16671,932+10,234+14%$8.4M$15.4M+$7.0M2026-10-29
Glynn Capital Management LLC
INCREASED81,82668,776+13,050+19%$8.0M$15.3M+$7.3M2026-10-07
Savant Capital, LLC
INCREASED80,56058,355+22,205+38%$8.1M$15.1M+$7.0M2026-11-06
Generali Investments, Management Co LLC
INCREASED79,87840,744+39,134+96%$4.8M$14.9M+$10.2M2026-10-19
Peterson Wealth Services
INCREASED78,61876,625+1,993+3%$8.9M$14.7M+$5.8M2026-10-26
Aberdeen Group plc
DECREASED78,2641,449,207-1,370,943-95%$169.1M$8.9M-$160.2M2026-11-06
RPG Investment Advisory, LLC
DECREASED77,567154,795-77,228-50%$18.1M$14.5M-$3.6M2026-10-21
Compass Financial Management LLC
DECREASED76,95788,672-11,715-13%$12.0M$14.4M+$2.4M2026-10-30
Washington Trust Bank
DECREASED76,77787,726-10,949-12%$10.2M$14.4M+$4.1M2026-11-03
Integrity Alliance, Llc.
INCREASED75,78149,256+26,525+54%$5.7M$14.2M+$8.4M2026-10-29
Badgley Phelps Wealth Managers, LLC
INCREASED75,58466,270+9,314+14%$7.7M$14.1M+$6.4M2026-10-22
Sowell Financial Services LLC
DECREASED75,20477,499-2,295-3%$9.0M$14.1M+$5.0M2026-10-23
Ellerson Group Inc
DECREASED74,63178,728-4,097-5%$9.2M$13.1M+$3.9M2026-11-04
Teamwork Financial Advisors, LLC
DECREASED74,040106,001-31,961-30%$12.4M$13.8M+$1.5M2026-10-19
Citizens Financial Group Inc
INCREASED73,84434,508+39,336+114%$4.0M$13.8M+$9.8M2026-10-23
Signaturefd, LLC
INCREASED73,10370,252+2,851+4%$8.2M$13.7M+$5.5M2026-10-23
N10 Wealth, LLC
INCREASED72,57060,914+11,656+19%$7.1M$13.6M+$6.5M2026-10-14
AGP Franklin, LLC
DECREASED72,51473,396-882-1%$8.6M$13.6M+$5.0M2026-11-04
Independent Solutions Wealth Management, LLC
DECREASED72,36772,968-601-1%$8.5M$13.5M+$5.0M2026-10-28
Bokf, NA
INCREASED71,82868,514+3,314+5%$8.0M$13.4M+$5.4M2026-10-27
Atria Investments, Inc
INCREASED71,29251,729+19,563+38%$6.0M$13.3M+$7.3M2026-10-15
Trifecta Capital Advisors, LLC
INCREASED71,03769,647+1,390+2%$8.1M$13.3M+$5.2M2026-10-21
Sterling Capital Management LLC
DECREASED70,85173,697-2,846-4%$8.6M$13.3M+$4.7M2026-10-22
CenterBook Partners LP
DECREASED70,369135,093-64,724-48%$15.8M$13.2M-$2.6M2026-11-02
PKO Investment Management Joint-Stock Co
DECREASED69,00076,000-7,000-9%$8.9M$12.9M+$4.0M2026-10-19
High Note Wealth, LLC
INCREASED68,07167,328+743+1%$7.9M$12.7M+$4.9M2026-10-27
Dynamic Advisor Solutions LLC
DECREASED68,05369,935-1,882-3%$8.2M$12.7M+$4.6M2026-10-13
North Dakota State Investment Board
INCREASED68,01464,953+3,061+5%$7.6M$12.7M+$5.1M2026-10-27
Perigon Wealth Management, LLC
DECREASED67,84383,708-15,865-19%$9.8M$12.7M+$2.9M2026-10-22
Sapient Capital LLC
DECREASED67,61468,863-1,249-2%$8.0M$12.6M+$4.6M2026-10-08
Generali Asset Management SPA SGR
INCREASED67,09263,913+3,179+5%$7.5M$12.5M+$5.1M2026-10-26
Gables Capital Management Inc.
DECREASED67,05868,613-1,555-2%$8.0M$12.5M+$4.5M2026-11-04
Sage Capital Advisors,llc
INCREASED66,96766,944+23+0%$7.8M$12.5M+$4.7M2026-10-13
Choreo, LLC
DECREASED66,78471,147-4,363-6%$8.3M$12.5M+$4.2M2026-10-28
Burr Financial Services, LLC
DECREASED66,73385,198-18,465-22%$9.9M$12.5M+$2.5M2026-10-08
Indivisible Partners
INCREASED66,10364,526+1,577+2%$7.5M$12.4M+$4.8M2026-10-26
Howard Capital Management, LLC
INCREASED64,98564,312+673+1%$7.5M$12.2M+$4.7M2026-10-16
Verus Capital Partners, LLC
INCREASED64,56853,442+11,126+21%$6.2M$12.1M+$5.8M2026-11-03
Florida Trust Wealth Management Co
DECREASED64,32570,236-5,911-8%$8.2M$12.0M+$3.8M2026-11-05
Knights of Columbus Asset Advisors LLC
INCREASED64,17349,742+14,431+29%$5.8M$12.0M+$6.2M2026-11-05
Simplicity Wealth,LLC
INCREASED63,84149,910+13,931+28%$5.8M$11.9M+$6.1M2026-10-23
Bosman Wealth Management, LLC
DECREASED63,76069,946-6,186-9%$8.2M$11.9M+$3.8M2026-10-28
Westwind Capital
DECREASED63,62467,984-4,360-6%$7.9K$11.9K+$4.0K2026-10-08
McBroom & Associates, LLC
DECREASED62,97470,657-7,683-11%$8.2M$11.8M+$3.5M2026-10-29
Gunderson Capital Management LLC
NEW62,801—+62,801——$11.7M—2026-10-15
N10 Assets, LLC
INCREASED62,64760,123+2,524+4%$7.0M$11.7M+$4.7M2026-10-14
Cullen T Bankers, Inc.
INCREASED61,90758,044+3,863+7%$6.8M$11.6M+$4.8M2026-10-28
Baker Tilly Wealth Management, LLC
INCREASED61,80761,559+248+0%$7.2M$11.6M+$4.4M2026-10-05
Clearstead Advisors, LLC
INCREASED61,38061,027+353+1%$7.1M$11.5M+$4.4M2026-11-06
Brighton Jones LLC
INCREASED60,99459,969+1,025+2%$7.0M$11.4M+$4.4M2026-11-03
Sun Group Wealth Partners
DECREASED60,59162,634-2,043-3%$7.3M$11.3M+$4.0M2026-10-26
Legacy Bridge, LLC
DECREASED60,27560,435-1600%$7.1M$11.3M+$4.2M2026-10-28
Securian Asset Management, Inc
DECREASED59,76261,013-1,251-2%$8.1M$11.2M+$3.1M2026-11-06
Riggs Asset Managment Co. Inc.
INCREASED59,09158,648+443+1%$6.8M$11.1M+$4.2M2026-11-05
Deuterium Capital Management, LLC
UNCHANGED58,63058,63000%$6.8M$11.0M+$4.1M2026-11-04
Vest Financial, LLC
INCREASED58,34955,059+3,290+6%$6.4M$10.9M+$4.5M2026-10-21
King Luther Capital Management Corp
INCREASED58,32356,042+2,281+4%$6.5M$10.9M+$4.4M2026-11-05
Gamma Investing LLC
INCREASED58,17045,195+12,975+29%$5.3M$10.9M+$5.6M2026-10-08
Evolution Wealth Advisors, LLC
INCREASED58,04956,552+1,497+3%$6.6M$10.9M+$4.3M2026-11-03
Sustainable Insight Capital Management, LLC
DECREASED57,43982,039-24,600-30%$9.6M$10.7M+$1.2M2026-11-06
Miller Wealth Advisors, LLC
DECREASED55,98555,994-90%$6.5M$10.5M+$3.9M2026-11-02
Strategic Planning Group, LLC
INCREASED55,39052,755+2,635+5%$6.2M$10.4M+$4.2M2026-10-22
Eulav Asset Management
INCREASED55,01955,017+20%$6.4M$10.3M+$3.9M2026-10-23
E. Ohman J:or Asset Management AB
UNCHANGED54,97554,97500%$6.4M$10.3M+$3.9M2026-10-22
Lake Street Private Wealth, LLC
DECREASED54,77555,062-287-1%$6.4M$10.2M+$3.8M2026-10-22
Secure Asset Management, LLC
INCREASED54,72851,303+3,425+7%$6.0M$10.2M+$4.3M2026-10-19
Ashton Thomas Private Wealth, LLC
DECREASED54,21354,499-286-1%$6.4M$10.1M+$3.8M2026-11-03
IronBridge Private Wealth, LLC
DECREASED53,88254,596-714-1%$6.4M$10.1M+$3.7M2026-11-03
Royal Fund Management, LLC
INCREASED53,29042,427+10,863+26%$4.9M$10.0M+$5.0M2026-10-22
Blue Sky Capital Consultants Group, Inc.
DECREASED53,27885,472-32,194-38%$10.0M$10.0M-$6.4K2026-10-13
WealthPlan Investment Management, LLC
DECREASED52,37252,405-330%$6.1M$9.8M+$3.7M2026-10-15
Rakuten Securities, Inc.
DECREASED52,26468,732-16,468-24%$8.0M$9.8M+$1.8M2026-11-02
Sovran Advisors, LLC
DECREASED51,74561,040-9,295-15%$7.5M$10.2M+$2.6M2026-11-02
Bdf-Gestion
INCREASED51,74139,892+11,849+30%$1.6M$9.7M+$8.1M2026-10-19
Money Concepts Capital Corp
DECREASED51,55652,238-682-1%$6.1M$9.6M+$3.5M2026-11-06
Miramontes Capital, LLC
INCREASED50,99450,472+522+1%$5.9M$9.5M+$3.6M2026-10-19
Diversified Trust Co
INCREASED50,79025,487+25,303+99%$3.0M$9.5M+$6.5M2026-11-06
Private Wealth Management Group, LLC
DECREASED50,29555,741-5,446-10%$6.5M$9.4M+$2.9M2026-10-19
Cordatus Wealth Management LLC
DECREASED50,12650,506-380-1%$5.9M$9.4M+$3.5M2026-10-19
GenTrust, LLC
INCREASED49,49949,193+306+1%$5.7M$9.3M+$3.5M2026-11-06
Calamos Wealth Management LLC
INCREASED49,1938,100+41,093+507%$945.0K$9.2M+$8.3M2026-11-02
Quadrant Capital Group LLC
INCREASED49,11045,284+3,826+8%$5.3M$10.2M+$5.0M2026-10-20
JAG Capital Management, LLC
INCREASED49,0723,362+45,710+1360%$392.2K$9.2M+$8.8M2026-11-06
Moody Lynn Lieberson & Walker, LLC
INCREASED48,6807,542+41,138+545%$879.9K$9.1M+$8.2M2026-10-14
Plato Investment Management Ltd
DECREASED48,31152,991-4,680-9%$6.1M$9.1M+$2.9M2026-11-05
Verde Capital Management
INCREASED47,91539,745+8,170+21%$4.6M$9.0M+$4.3M2026-10-28
Harbour Trust & Investment Management Co
INCREASED47,81046,804+1,006+2%$5.5M$8.9M+$3.5M2026-10-28
Aljian Capital Management, LLC
DECREASED47,61948,216-597-1%$5.6M$8.9M+$3.3M2026-10-28
Tema Etfs LLC
INCREASED47,58547,458+127+0%$5.5M$8.9M+$3.4M2026-10-16
RFG Advisory, LLC
INCREASED47,34246,124+1,218+3%$5.4M$8.9M+$3.5M2026-11-03
Western Financial Corp
INCREASED46,6092,524+44,085+1747%$294.5K$8.7M+$8.4M2026-10-14
Pinnacle Associates LTD
INCREASED46,52546,032+493+1%$5.4M$8.7M+$3.3M2026-10-20
Towne Trust Company, N.a
DECREASED46,15650,091-3,935-8%$5.8M$8.6M+$2.8M2026-10-28
Kingstone Capital Partners Texas, LLC
INCREASED46,14845,006+1,142+3%$5.3M$8.6M+$3.4M2026-11-03
Integrated Advisors Network LLC
DECREASED45,88346,351-468-1%$5.4M$8.6M+$3.2M2026-10-20
BNC Wealth Management, LLC
INCREASED45,63144,903+728+2%$5.2M$8.5M+$3.3M2026-10-19
Simplex Trading, LLC
DECREASED45,506201,696-156,190-77%$23.5M$8.5M-$15.0M2026-11-04
Steadview Capital Management LLC
UNCHANGED45,31545,31500%$5.3M$8.5M+$3.2M2026-10-28
Kingsman Wealth Management, Inc.
DECREASED44,99945,119-1200%$5.3M$8.4M+$3.2M2026-10-13
Patriot Financial Group Insurance Agency, LLC
INCREASED44,99444,402+592+1%$5.2M$8.4M+$3.2M2026-10-14
Realta Investment Advisors
DECREASED44,98045,703-723-2%$5.3M$8.4M+$3.1M2026-10-14
Wealthcare Advisory Partners LLC
INCREASED44,51436,199+8,315+23%$4.2M$8.3M+$4.1M2026-10-21
Balboa Wealth Partners
DECREASED44,38044,701-321-1%$5.2M$8.3M+$3.1M2026-10-20
Foster Group, Inc.
INCREASED44,01943,736+283+1%$5.1M$8.2M+$3.1M2026-10-13
Cherry Creek Investment Advisors, Inc.
DECREASED43,86745,130-1,263-3%$5.3M$8.2M+$2.9M2026-10-14
Ritholtz Wealth Management
INCREASED43,28137,523+5,758+15%$4.4M$8.1M+$3.7M2026-11-05
KMG Fiduciary Partners, LLC
DECREASED42,04242,464-422-1%$5.0M$7.9M+$2.9M2026-10-14
Legal Advantage Investments, Inc.
UNCHANGED41,98041,98000%$4.9M$7.9M+$3.0M2026-10-13
Valeo Financial Advisors, LLC
DECREASED41,70847,316-5,608-12%$5.5M$7.8M+$2.3M2026-10-08
CoreCap Advisors, LLC
INCREASED41,23836,067+5,171+14%$4.2M$7.7M+$3.5M2026-10-08
Alps Advisors Inc
INCREASED40,96040,651+309+1%$4.7M$7.7M+$2.9M2026-11-03
Sava Infond d.o.o.
UNCHANGED40,80040,80000%$4.8M$7.6M+$2.9M2026-10-28
Partners Wealth Management, LLC
NEW39,972—+39,972——$7.5M—2026-10-28
Destiny Wealth Partners, LLC
INCREASED39,36232,363+6,999+22%$4.0M$7.0M+$3.0M2026-11-05
71 West Capital Partners
INCREASED38,93037,126+1,804+5%$4.3M$7.3M+$3.0M2026-11-04
Keybank National Association
INCREASED38,85632,669+6,187+19%$3.8M$7.3M+$3.5M2026-11-04
World Equity Group, Inc.
DECREASED38,34043,627-5,287-12%$5.1M$7.2M+$2.1M2026-10-14
Elevation Point Wealth Partners, LLC
INCREASED38,33734,826+3,511+10%$4.1M$7.2M+$3.1M2026-11-05
Gerber Kawasaki Wealth & Investment Management
INCREASED38,28138,183+98+0%$4.5M$7.2M+$2.7M2026-10-29
Enclave Advisors LLC
DECREASED37,85345,777-7,924-17%$5.3M$7.1M+$1.7M2026-10-14
Iowa State Bank
INCREASED37,76837,593+175+0%$4.4M$7.1M+$2.7M2026-10-06
Icici Prudential Asset Management Co Ltd
DECREASED37,54637,971-425-1%$4.4M$7.0M+$2.6M2026-11-06
Gradient Investments LLC
INCREASED37,4663,138+34,328+1094%$366.1K$7.0M+$6.6M2026-10-08
LJI Wealth Management, LLC
DECREASED37,03438,498-1,464-4%$4.5M$6.9M+$2.4M2026-10-28
Ascent Wealth Partners, LLC
DECREASED36,85237,646-794-2%$4.4M$6.9M+$2.5M2026-10-23
Meridian Investment Counsel Inc.
DECREASED36,51043,915-7,405-17%$5.1M$6.8M+$1.7M2026-10-14
Frank, Rimerman Advisors LLC
DECREASED35,42137,396-1,975-5%$4.4M$6.6M+$2.3M2026-10-16
Greenleaf Trust
INCREASED35,31832,435+2,883+9%$3.8M$6.6M+$2.8M2026-10-29
HBK Sorce Advisory LLC
DECREASED34,83037,757-2,927-8%$6.0M$5.4M-$583.6K2026-11-06
Global Trust Asset Management, LLC
INCREASED34,64534,610+35+0%$4.0M$6.5M+$2.4M2026-10-19
Highland Capital Management, LLC
DECREASED34,62036,172-1,552-4%$4.2M$6.5M+$2.3M2026-10-26
Howard Wealth Management, LLC
UNCHANGED34,21034,21000%$4.0M$6.4M+$2.4M2026-10-28
AXS Investments LLC
DECREASED34,18242,291-8,109-19%$4.9M$6.4M+$1.5M2026-11-04
Ascent Group, LLC
INCREASED33,91332,008+1,905+6%$3.7M$6.3M+$2.6M2026-10-30
Principle Wealth Partners LLC
INCREASED33,82632,588+1,238+4%$3.8M$6.3M+$2.5M2026-11-02
Procyon Advisors, LLC
DECREASED33,75837,837-4,079-11%$4.4M$6.3M+$1.9M2026-10-21
Madden Securities Corp
INCREASED33,66033,200+460+1%$3.9M$6.3M+$2.4M2026-10-27
MassMutual Private Wealth & Trust, FSB
DECREASED33,62033,944-324-1%$4.0M$6.3M+$2.3M2026-10-05
RMR Wealth Builders
INCREASED33,42830,328+3,100+10%$3.5M$6.3M+$2.7M2026-10-22
Covenant Asset Management, LLC
INCREASED33,22215,246+17,976+118%$1.8M$6.2M+$4.4M2026-10-14
Colonial River Investments, LLC
DECREASED33,21037,303-4,093-11%$4.4M$6.2M+$1.9M2026-10-19
Hager Investment Management Services, LLC
DECREASED32,81741,227-8,410-20%$4.8M$6.1M+$1.3M2026-11-04
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED32,65827,800+4,858+17%$3.2M$6.1M+$2.9M2026-10-27
Sagespring Wealth Partners, LLC
INCREASED32,38229,288+3,094+11%$3.4M$6.1M+$2.6M2026-10-22
Sterling Investment Advisors, Ltd.
DECREASED32,35734,002-1,645-5%$4.0M$6.1M+$2.1M2026-10-27
Wespac Advisors SoCal, LLC
DECREASED32,25932,459-200-1%$3.8M$6.0M+$2.2M2026-10-13
Verdence Capital Advisors LLC
INCREASED32,09317,719+14,374+81%$2.1M$6.0M+$3.9M2026-10-26
Redstone Wealth Management, LLC
NEW32,081—+32,081——$6.0M—2026-10-20
Chicago Partners Investment Group LLC
INCREASED32,02431,209+815+3%$3.9M$6.3M+$2.5M2026-10-27
Fisher Asset Management, LLC
INCREASED31,99427,517+4,477+16%$3.2M$6.0M+$2.8M2026-11-06
Axxcess Wealth Management, LLC
DECREASED31,90069,497-37,597-54%$8.1M$6.0M-$2.1M2026-10-21
Westwood Wealth Management
DECREASED31,89932,899-1,000-3%$3.8M$6.0M+$2.1M2026-10-29
SevenBridge Financial Group, LLC
DECREASED31,83533,630-1,795-5%$5.8M$6.1M+$346.7K2026-10-26
Asset One Wealth Management LLC
INCREASED31,49726,691+4,806+18%$3.6M$5.9M+$2.3M2026-11-02
Level Four Advisory Services, LLC
DECREASED31,36234,688-3,326-10%$4.0M$5.9M+$1.8M2026-11-06
Fiduciary Alliance LLC
DECREASED31,25141,040-9,789-24%$4.8M$5.8M+$1.1M2026-10-13
Fulcrum Asset Management LLP
INCREASED31,22411,554+19,670+170%$1.3M$5.8M+$4.5M2026-11-04
StoryOne LLC
INCREASED30,9642,460+28,504+1159%$287.0K$5.8M+$5.5M2026-10-13
Ascentis Wealth Management, LLC
INCREASED30,81829,880+938+3%$3.5M$5.8M+$2.3M2026-11-03
Visionary Wealth Advisors
INCREASED30,69727,806+2,891+10%$3.2M$5.7M+$2.5M2026-11-04
Triglav Investments, D.O.O.
UNCHANGED30,40030,40000%$3.5M$5.7M+$2.1M2026-11-06
Franchise GP Ltd
NEW30,207—+30,207——$5.7M—2026-10-16
Guardian Asset Advisors, LLC
INCREASED29,89229,846+46+0%$3.5M$5.6M+$2.1M2026-10-16
Almanack Investment Partners, Llc.
INCREASED29,82729,580+247+1%$3.5M$5.6M+$2.1M2026-11-03
Globalt Investments LLC / GA
DECREASED29,42630,830-1,404-5%$3.6M$5.5M+$1.9M2026-10-27
Sjbenen Advisory, LLC
UNCHANGED29,42629,42600%$3.8M$5.5M+$1.7M2026-10-19
Summit Global Investments
DECREASED29,29138,665-9,374-24%$4.5M$5.5K-$4.5M2026-10-28
Financiere des Professionnels - Fonds d'investissement inc.
INCREASED29,26315,279+13,984+92%$1.8M$5.5M+$3.7M2026-11-03
Capital Investment Advisors, LLC
INCREASED29,19526,834+2,361+9%$3.1M$5.5M+$2.3M2026-10-22
Heritage Wealth Management, Inc.
INCREASED29,15429,086+68+0%$3.4M$5.5M+$2.1M2026-10-27
NWF Advisory Services Inc.
DECREASED28,99629,982-986-3%$3.5M$5.4M+$1.9M2026-10-19
Gryphon Financial Partners LLC
INCREASED28,96026,173+2,787+11%$3.1M$5.4M+$2.4M2026-11-04
Ascentis Independent Advisors
INCREASED28,94021+28,919+137710%$2.5K$5.4M+$5.4M2026-11-03
Schear Investment Advisers, LLC
NEW28,897—+28,897——$5.4M—2026-10-14
Tempo Wealth, LLC
INCREASED28,89726,077+2,820+11%$3.0M$5.4M+$2.4M2026-10-14
Evergreen Capital Management LLC
DECREASED28,53035,526-6,996-20%$4.1M$5.3M+$1.2M2026-10-23
Magnus Financial Group LLC
INCREASED28,40927,238+1,171+4%$3.2M$5.3M+$2.1M2026-10-21
Nemes Rush Group LLC
INCREASED28,31528,192+123+0%$3.3M$5.3M+$2.0M2026-11-04
Aaron Wealth Advisors LLC
INCREASED28,29724,285+4,012+17%$2.8M$5.3M+$2.5M2026-10-13
American National Bank & Trust
DECREASED28,29429,299-1,005-3%$3.4M$5.3M+$1.9M2026-10-07
Accurate Wealth Management, LLC
INCREASED27,82626,852+974+4%$3.4M$5.8M+$2.4M2026-10-20
Belvedere Trading LLC
NEW27,759—+27,759——$5.2M—2026-11-05
Everhart Financial Group, Inc.
INCREASED27,46623,358+4,108+18%$2.7M$5.1M+$2.4M2026-10-08
Inscription Capital, LLC
DECREASED27,16529,397-2,232-8%$3.4M$5.1M+$1.7M2026-11-02
SVB Wealth LLC
DECREASED26,90031,345-4,445-14%$3.7M$5.0M+$1.4M2026-11-06
Marietta Wealth Management, LLC
INCREASED26,8692,257+24,612+1090%$263.3K$5.4M+$5.1M2026-10-22
Crestwood Advisors Group, LLC
INCREASED26,61923,118+3,501+15%$2.7M$5.0M+$2.3M2026-10-27
PFG Advisors
DECREASED26,50032,981-6,481-20%$3.8M$5.0M+$1.1M2026-10-16
Processus Wealth & Capital Management, LLC
DECREASED26,27127,915-1,644-6%$3.3M$4.9M+$1.7M2026-10-16
Nations Financial Group Inc,
DECREASED26,16933,491-7,322-22%$3.9M$4.9M+$987.5K2026-11-05
InTrack Investment Management Inc
DECREASED25,85227,216-1,364-5%$3.2M$4.8M+$1.7M2026-10-15
University of Texas S AM Investment Management Co
INCREASED25,851357+25,494+7141%$41.7K$4.8M+$4.8M2026-11-03
Joel Isaacson & Co., LLC
INCREASED25,53924,760+779+3%$2.9M$4.8M+$1.9M2026-11-05
Quantum Private Wealth, LLC
INCREASED25,39724,594+803+3%$2.9M$4.8M+$1.9M2026-10-20
Perryman Financial Advisory Inc
INCREASED25,32925,299+30+0%$3.0M$4.7M+$1.8M2026-10-16
NorthCrest Asset Manangement, LLC
INCREASED25,26425,111+153+1%$3.2M$5.0M+$1.8M2026-10-13
ARS Investment Partners, LLC
NEW25,063—+25,063——$4.7M—2026-11-05
Robocap Asset Management Ltd
NEW25,020—+25,020——$4.7M—2026-11-02
Trust Asset Management LLC
UNCHANGED25,00025,00000%$2.9M$4.7M+$1.8M2026-11-03
Atlas Private Wealth Advisors
DECREASED24,91126,977-2,066-8%$3.1M$4.7M+$1.5M2026-10-23
Linden Thomas Advisory Services, LLC
INCREASED24,79224,405+387+2%$2.8M$4.6M+$1.8M2026-10-19
Blue Trust, Inc.
DECREASED24,75725,868-1,111-4%$3.0M$4.6M+$1.6M2026-10-15
Norden Group LLC
INCREASED24,60922,463+2,146+10%$2.6M$4.6M+$2.0M2026-10-20
Onyx Bridge Wealth Group LLC
INCREASED24,55622,461+2,095+9%$2.6M$4.6M+$2.0M2026-10-16
Prosperity Financial Group, Inc.
DECREASED24,47624,494-180%$2.9M$4.6M+$1.7M2026-10-29
Mission Wealth Management, LP
DECREASED24,34742,339-17,992-42%$4.9M$4.6M-$385.5K2026-10-15
Daymark Wealth Partners, LLC
INCREASED24,33813,146+11,192+85%$1.5M$4.6M+$3.0M2026-11-04
AlphaCore Capital LLC
INCREASED24,19413,861+10,333+75%$1.6M$4.5M+$2.9M2026-11-04
Capital Advisors Wealth Management, LLC
INCREASED23,77822,963+815+4%$2.7M$4.4M+$1.8M2026-10-09
Segment Wealth Management, LLC
INCREASED23,76718,979+4,788+25%$2.2M$4.4M+$2.2M2026-10-26
DB&C Advisors, LLC
DECREASED23,75623,771-150%$2.8M$4.4M+$1.7M2026-10-26
GAM Holding AG
DECREASED23,68329,319-5,636-19%$3.4M$4.4M+$1.0M2026-11-03
StoneX Group Inc.
DECREASED23,51624,141-625-3%$2.9M$4.4M+$1.5M2026-11-03
Steele Capital Management, Inc.
DECREASED23,42724,577-1,150-5%$2.9M$4.4M+$1.5M2026-11-02
Purus Wealth Management, LLC
INCREASED23,31823,231+87+0%$2.7M$4.4M+$1.7M2026-10-15
Riversedge Advisors, LLC
INCREASED23,31022,301+1,009+5%$2.6M$4.4M+$1.8M2026-10-09
Udine Wealth Management, Inc.
INCREASED23,29922,892+407+2%$2.7M$4.4M+$1.7M2026-10-23
Traynor Capital Management, Inc.
DECREASED23,22925,415-2,186-9%$3.0M$4.3M+$1.4M2026-10-29
Great Lakes Advisors, LLC
DECREASED23,19161,137-37,946-62%$7.1M$4.3M-$2.8M2026-11-06
Vestor Capital, LLC
INCREASED23,174581+22,593+3889%$54$783+$7292026-11-04
Cornerstone Planning, LLC
INCREASED23,17123,026+145+1%$2.7M$3.1M+$442.0K2026-10-27
Mather Group, Llc.
INCREASED23,07320,309+2,764+14%$2.4M$4.3M+$1.9M2026-10-14
Burns J W & Co Inc
INCREASED22,69621,971+725+3%$2.6M$4.2M+$1.7M2026-10-20
Krilogy Financial LLC
INCREASED22,65618,900+3,756+20%$2.2M$4.7M+$2.5M2026-10-13
Titiun Yejiel
NEW22,494—+22,494——$4.2M—2026-11-06
S.A. Mason LLC
UNCHANGED22,35222,35200%$2.6M$4.2M+$1.6M2026-10-13
Portfolio Design Labs, LLC
INCREASED22,34320,689+1,654+8%$2.4M$4.2M+$1.8M2026-11-04
Formidable Asset Management, LLC
INCREASED22,30613,368+8,938+67%$2.0M$2.6M+$647.0K2026-11-03
Kessler Investment Group, LLC
DECREASED22,18724,244-2,057-8%$2.8M$4.2M+$1.3M2026-10-08
Milestone Asset Management, LLC
DECREASED22,17622,465-289-1%$2.6M$4.1M+$1.5M2026-10-15
Embree Financial Group
DECREASED21,99822,132-134-1%$2.6M$4.1M+$1.5M2026-10-22
Csenge Advisory Group
DECREASED21,96422,464-500-2%$2.6M$4.1M+$1.5M2026-11-04
Arsenal Capital Advisors LLC
DECREASED21,93523,847-1,912-8%$2.8M$4.1M+$1.3M2026-11-02
Avidian Wealth Enterprises, LLC
DECREASED21,89821,912-140%$2.6M$4.1M+$1.5M2026-10-08
PW Nova Financial Services LLC
DECREASED21,88524,469-2,584-11%$2.9M$4.1M+$1.2M2026-10-15
National Wealth Management Group, LLC
DECREASED21,83021,898-680%$2.6M$4.1M+$1.5M2026-10-26
Symphony Financial, Ltd. Co.
INCREASED21,60711,982+9,625+80%$1.4M$4.1M+$2.7M2026-10-22
Primoris Wealth Advisors, LLC
UNCHANGED21,57521,57500%$2.5M$4.0M+$1.5M2026-10-28
Tuttle Capital Management, LLC
NEW21,459—+21,459——$4.0M—2026-10-21
Signal Advisors Wealth, LLC
NEW21,291—+21,291——$4.0M—2026-10-13
Bank of New Hampshire
DECREASED21,26722,290-1,023-5%$2.6M$4.0M+$1.4M2026-10-06
Wealth Management Partners, LLC
INCREASED21,13620,740+396+2%$2.4M$4.0M+$1.5M2026-10-21
Armstrong, Fleming & Moore, Inc
UNCHANGED21,13121,13100%$2.5M$4.0M+$1.5M2026-10-28
Capital Investment Advisory Services, LLC
DECREASED21,12821,590-462-2%$2.5M$4.0M+$1.4M2026-10-30
SEB Asset Management AB
DECREASED21,09121,587-496-2%$2.5M$3.9M+$1.4M2026-11-04
Pinnacle Wealth Management Advisory Group, LLC
INCREASED20,94319,212+1,731+9%$2.2M$3.9M+$1.7M2026-10-23
Wealth Architects, LLC
DECREASED20,93223,525-2,593-11%$2.7M$3.9M+$1.2M2026-11-03
Outbound Financial Inc
UNCHANGED20,92020,92000%$2.4M$3.9M+$1.5M2026-10-13
Donoghue Forlines LLC
NEW20,907—+20,907——$3.9M—2026-11-02
Cigna Investments Inc
DECREASED20,78320,853-700%$2.4M$3.9K-$2.4M2026-10-19
Grant Private Wealth Management Inc
DECREASED20,40627,462-7,056-26%$3.2M$3.8M+$613.0K2026-10-19
Finer Wealth Management, Inc.
INCREASED20,33718,893+1,444+8%$2.2M$3.8M+$1.6M2026-10-16
QTR Family Wealth, LLC
DECREASED20,21423,235-3,021-13%$2.7M$3.8M+$1.1M2026-11-02
LCM Capital Management Inc
INCREASED19,82519,822+3+0%$2.3M$3.7M+$1.4M2026-10-20
Woodmont Investment Counsel LLC
INCREASED19,73119,179+552+3%$2.2M$3.7M+$1.5M2026-10-29
Three Magnolias Financial Advisors, LLC
DECREASED19,70524,355-4,650-19%$2.8M$3.7M+$844.3K2026-10-14
RFG Holdings, Inc.
INCREASED19,64819,244+404+2%$2.2M$3.7M+$1.4M2026-10-30
Paragon Advisors, LLC
INCREASED19,61318,861+752+4%$2.2M$3.7M+$1.5M2026-11-03
BIP Wealth, LLC
DECREASED19,60919,836-227-1%$2.3M$3.7M+$1.4M2026-10-22
Parcion Private Wealth LLC
INCREASED19,58918,331+1,258+7%$2.1M$3.7M+$1.5M2026-10-28
Moran Wealth Management, LLC
INCREASED19,56418,381+1,183+6%$2.1M$3.7M+$1.5M2026-10-22
Fulton Bank, N.A.
INCREASED19,46816,965+2,503+15%$2.0M$3.6M+$1.7M2026-10-14
Premier Path Wealth Partners, LLC
INCREASED19,21218,346+866+5%$2.1M$3.6M+$1.5M2026-10-16
McAdam, LLC
DECREASED19,17020,048-878-4%$2.3M$3.6M+$1.2M2026-10-21
First National Trust Co
INCREASED19,07519,022+53+0%$2.2M$3.6M+$1.3M2026-10-28
Blue Line Capital, LLC / IL
INCREASED19,02217,741+1,281+7%$2.1M$3.6M+$1.5M2026-11-04
Kercheville Advisors, LLC
INCREASED18,78916,410+2,379+15%$1.9M$3.5M+$1.6M2026-10-19
Certuity, LLC
INCREASED18,74617,577+1,169+7%$2.0M$3.3M+$1.3M2026-11-02
Archford Capital Strategies, LLC
DECREASED18,74419,308-564-3%$2.3M$3.5M+$1.3M2026-10-19
Turtle Creek Wealth Advisors, LLC
INCREASED18,72813,399+5,329+40%$1.6M$3.5M+$1.9M2026-10-15
Cassaday & Co Wealth Management LLC
INCREASED18,68118,489+192+1%$2.2M$3.5M+$1.3M2026-10-27
Capstone Wealth Management Group, LLC
INCREASED18,6775,043+13,634+270%$588.4K$3.4M+$2.8M2026-11-05
Coastline Trust Co
DECREASED18,54719,208-661-3%$2.2M$3.5M+$1.2M2026-10-01
Vivid Wealth Management, LLC
DECREASED18,53819,079-541-3%$2.2M$3.5M+$1.2M2026-10-27
Arthur M. Cohen & Associates, LLC
DECREASED18,51120,034-1,523-8%$2.3M$3.5M+$1.1M2026-10-26
Global Assets Advisory, LLC
DECREASED18,28919,037-748-4%$2.4M$3.5M+$1.0M2026-10-28
Straight Path Wealth Management
INCREASED18,20617,959+247+1%$2.1M$3.4M+$1.3M2026-10-23
Draper Asset Management, LLC
INCREASED18,17715,548+2,629+17%$1.8M$3.4M+$1.6M2026-10-09
Atticus Wealth Management, LLC
INCREASED18,05717,856+201+1%$2.1M$3.4M+$1.3M2026-10-20
Silverleafe Capital Partners, LLC
DECREASED17,94921,798-3,849-18%$2.5M$3.4M+$814.2K2026-10-02
Uhlmann Price Securities, LLC
INCREASED17,8459,200+8,645+94%$1.1M$3.3M+$2.3M2026-11-03
Clear Creek Financial Management, LLC
DECREASED17,72418,519-795-4%$2.2M$3.3M+$1.2M2026-10-28
Focus Financial Network, Inc.
DECREASED17,70818,298-590-3%$2.1M$3.3M+$1.2M2026-10-14
Taylor Frigon Capital Management LLC
DECREASED17,57518,143-568-3%$2.1M$3.3M+$1.2M2026-10-23
SAX Wealth Advisors, LLC
INCREASED17,5689,194+8,374+91%$1.3M$3.3M+$1.9M2026-10-13
Key FInancial Inc
DECREASED17,53217,849-317-2%$2.1M$3.3M+$1.2M2026-11-02
Princeton Global Asset Management LLC
DECREASED17,51717,537-200%$2.0M$3.3M+$1.2M2026-10-21
Xcel Wealth Management, LLC
INCREASED17,43817,343+95+1%$2.0M$3.3M+$1.2M2026-10-26
Cornerstone Enterprises, LLC
DECREASED17,30466,572-49,268-74%$7.8M$3.2M-$4.5M2026-10-15
Mandatum Life Insurance Co Ltd
UNCHANGED17,23617,23600%$2.0M$3.2M+$1.2M2026-11-06
111 Capital
DECREASED17,03732,054-15,017-47%$3.7M$3.2M-$553.0K2026-11-03
Old North State Wealth Management, LLC
INCREASED17,0162,366+14,650+619%$276.1K$3.2M+$2.9M2026-10-22
Lattice Capital Management, LLC
DECREASED17,00023,000-6,000-26%$2.7M$3.2M+$496.4K2026-11-03
Leelyn Smith, LLC
DECREASED16,97217,055-830%$2.0M$3.2M+$1.2M2026-11-03
International Private Wealth Advisors LLC
INCREASED16,80016,694+106+1%$1.9M$3.1M+$1.2M2026-11-05
Jamison Private Wealth Management, Inc.
INCREASED16,70014,887+1,813+12%$1.7M$3.1M+$1.4M2026-10-14
Investment Partners, Ltd.
INCREASED16,5468,287+8,259+100%$966.8K$3.1M+$2.1M2026-10-29
Comprehensive Financial Planning, Inc.
INCREASED16,54315,174+1,369+9%$1.8M$3.1M+$1.3M2026-10-27
Rydar Equities, Inc.
DECREASED16,51816,580-620%$2.2M$3.2M+$1.0M2026-10-13
Avestar Capital, LLC
DECREASED16,48337,358-20,875-56%$4.4M$3.1M-$1.3M2026-10-28
Alta Advisers Ltd
INCREASED16,4688,974+7,494+84%$1.0M$3.1M+$2.0M2026-11-02
Soltis Investment Advisors LLC
INCREASED16,36115,860+501+3%$1.9M$3.1M+$1.2M2026-10-28
Catalyst Private Wealth, LLC
INCREASED16,33516,037+298+2%$1.9M$3.1M+$1.2M2026-10-13
Altman Advisors, Inc.
INCREASED16,29316,169+124+1%$1.9M$3.0M+$1.2M2026-11-05
Alpha Family Trust
UNCHANGED16,28016,28000%$1.9M$1.9M$02026-11-04
Fragasso Financial Advisors Inc
INCREASED16,27115,720+551+4%$1.8M$3.4M+$1.6M2026-10-13
Cornerstone Wealth Management, LLC
DECREASED16,04616,327-281-2%$1.9M$3.0M+$1.1M2026-11-04
Mindset Wealth Management, LLC
DECREASED16,03016,420-390-2%$1.9M$3.0M+$1.1M2026-10-19
Masterinvest Kapitalanlage GmbH
INCREASED16,02514,620+1,405+10%$1.7M$3.0M+$1.3M2026-11-03
Independent Wealth Network Inc.
DECREASED15,95816,040-82-1%$1.9M$3.0M+$1.1M2026-10-19
Weaver Capital Management LLC
DECREASED15,92419,656-3,732-19%$2.9M$3.0M+$103.3K2026-10-15
Founders Financial Securities LLC
DECREASED15,87716,002-125-1%$1.9M$3.0M+$1.1M2026-10-28
Forum Financial Management, LP
INCREASED15,78114,721+1,060+7%$1.7M$3.0M+$1.2M2026-10-16
Guided Capital Wealth Management, LLC
INCREASED15,75715,663+94+1%$1.8M$2.9M+$1.1M2026-10-21
AK Global Asset Management, LLC
UNCHANGED15,72515,72500%$1.8M$2.9M+$1.1M2026-10-27
Golden State Wealth Management, LLC
DECREASED15,63721,836-6,199-28%$2.5M$2.9M+$377.3K2026-11-02
Modera Wealth Management, LLC
DECREASED15,59920,906-5,307-25%$2.4M$2.9M+$478.8K2026-10-28
Laurel OAK Wealth Management, LLC
INCREASED15,54214,250+1,292+9%$1.7M$2.9M+$1.2M2026-10-19
Strong Tower Advisory Services
INCREASED15,53715,422+115+1%$1.8M$2.9M+$1.1M2026-10-13
Blueprint Investment Partners LLC
NEW15,510—+15,510——$2.9M—2026-10-28
Sepio Capital, LP
DECREASED15,50515,657-152-1%$1.8M$2.9M+$1.1M2026-10-22
Moneco Advisors, LLC
INCREASED15,41614,833+583+4%$1.7M$2.9M+$1.2M2026-11-05
Uniting Wealth Partners, LLC
DECREASED15,21215,292-80-1%$1.8M$2.8M+$1.1M2026-11-06
Dedeker Financial LLC
DECREASED15,18915,213-240%$1.8M$2.8M+$1.1M2026-10-23
Rothwell Investment Advisors, LLC
NEW15,163—+15,163——$2.8M—2026-11-06
GC Wealth Management RIA, LLC
INCREASED15,04314,635+408+3%$1.7M$2.8M+$1.1M2026-11-02
Acorn Financial Advisory Services Inc
DECREASED15,00015,600-600-4%$1.8M$2.8M+$985.7K2026-11-02
Richards, Merrill & Peterson, Inc.
INCREASED14,97414,950+24+0%$1.7M$2.8M+$1.1M2026-10-19
MCF Advisors LLC
INCREASED14,94714,280+667+5%$1.7M$2.8M+$1.1M2026-10-28
Islay Capital Management, LLC
DECREASED14,94014,968-280%$1.7M$2.8M+$1.0M2026-10-20
Avior Wealth Management, LLC
DECREASED14,93515,056-121-1%$1.8M$2.8M+$1.0M2026-10-13
Bell Bank
INCREASED14,9317,732+7,199+93%$902.1K$2.8M+$1.9M2026-10-21
VCI Wealth Management LLC
DECREASED14,89214,927-350%$1.7M$2.8M+$1.0M2026-10-29
Shikiar Asset Management Inc
DECREASED14,85617,181-2,325-14%$2.0M$2.8K-$2.0M2026-10-20
Eclectic Associates Inc
DECREASED14,77614,909-133-1%$1.7M$2.8M+$1.0M2026-10-09
Torrey Growth & Income Advisors
DECREASED14,71615,415-699-5%$1.8M$2.8M+$970.9K2026-11-04
Palacios Wealth Management, LLC
INCREASED14,64714,382+265+2%$1.7M$2.7M+$1.1M2026-11-04
IPG Investment Advisors LLC
NEW14,643—+14,643——$2.7M—2026-10-30
Victory Financial Group, LLC
DECREASED14,64115,286-645-4%$1.8M$2.7M+$955.2K2026-10-27
Howard Financial Services, Ltd.
INCREASED14,59213,868+724+5%$1.6M$2.7M+$1.1M2026-10-15
Bison Wealth, LLC
INCREASED14,57913,920+659+5%$1.8M$3.0M+$1.2M2026-10-13
Supplemental Annuity Collective Trust of NJ
DECREASED14,55714,727-170-1%$1.7M$2.7M+$1.0M2026-11-02
BankChampaign, National Association
DECREASED14,55615,123-567-4%$1.8M$2.7M+$958.3K2026-10-19
Clarus Wealth Advisors
DECREASED14,55317,078-2,525-15%$2.3M$3.0M+$784.2K2026-10-13
Perpetual Ltd
INCREASED14,54011,047+3,493+32%$1.3M$2.7M+$1.4M2026-10-13
Convergence Financial, LLC
DECREASED14,50921,863-7,354-34%$2.6M$2.7M+$163.2K2026-10-27
Annex Advisory Services, LLC
DECREASED14,30714,729-422-3%$1.7M$2.7M+$957.7K2026-10-16
Floyd Financial Group LLC
INCREASED14,2588,674+5,584+64%$1.2M$3.0M+$1.8M2026-10-28
Cooper Financial Group
INCREASED14,22711,734+2,493+21%$1.4M$2.7M+$1.3M2026-10-07
MFG Wealth Management, Inc.
DECREASED14,21614,857-641-4%$1.7M$2.7M+$925.7K2026-10-09
Aspen Investment Management Inc
DECREASED14,20414,404-200-1%$1.7K$2.7K+$9762026-11-05
Apella Capital, LLC
INCREASED14,11313,435+678+5%$1.8M$2.7M+$934.3K2026-10-08
Focus Wealth Advisors, LLC
INCREASED14,07014,042+28+0%$1.6M$2.6M+$993.5K2026-10-14
Mayfair Advisory Group, LLC
DECREASED14,06414,124-600%$1.7M$2.6M+$894.5K2026-10-20
Third View Private Wealth, LLC
INCREASED14,01313,184+829+6%$1.5M$2.6M+$1.1M2026-10-30
Aubrey Capital Management Ltd
DECREASED14,00015,000-1,000-7%$1.7M$2.6M+$869.5K2026-10-19
WIN Advisors, Inc
NEW13,804—+13,804——$2.6M—2026-11-06
AdvisorNet Financial, Inc
INCREASED13,72911,822+1,907+16%$1.4M$2.8M+$1.4M2026-10-15
Northbridge Financial Group, LLC
INCREASED13,59812,969+629+5%$1.5M$2.6M+$1.1M2026-11-05
NovaPoint Capital, LLC
INCREASED13,56113,358+203+2%$1.6M$2.5M+$978.1K2026-10-22
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED13,55513,55500%$1.6M$1.6M$02026-10-15
Piar LLC
DECREASED13,51517,255-3,740-22%$2.0M$2.5M+$514.8K2026-10-21
Strategic Blueprint, LLC
DECREASED13,51414,452-938-6%$1.7M$2.5M+$841.7K2026-10-22
Ignite Planners, LLC
INCREASED13,37113,134+237+2%$1.5M$2.5M+$972.2K2026-10-14
Lionshead Wealth Management, LLC
INCREASED13,31113,193+118+1%$1.5M$2.5M+$950.6K2026-10-21
Creative Financial Designs Inc
INCREASED13,27112,454+817+7%$1.5M$2.5M+$1.0M2026-11-04
Atlatl Advisers LLC
INCREASED13,17413,121+53+0%$1.5M$2.5M+$933.4K2026-10-22
Stenger Family Office, LLC
INCREASED13,15311,602+1,551+13%$1.4M$2.7M+$1.4M2026-10-22
Flagship Harbor Advisors, LLC
DECREASED13,15313,658-505-4%$1.6M$2.5M+$866.8K2026-10-26
Carter Financial Group, Inc.
DECREASED13,13013,180-500%$1.5M$2.5M+$918.3K2026-10-21
Trust Point Inc.
INCREASED13,1238,434+4,689+56%$984.0K$2.5M+$1.5M2026-10-27
Accel Wealth Management
DECREASED13,08013,376-296-2%$1.6M$2.4M+$886.0K2026-10-13
Sageworth Trust Co
DECREASED12,95814,418-1,460-10%$1.7M$2.4M+$741.6K2026-10-30
Diligent Investors, LLC
DECREASED12,94112,987-460%$1.5M$2.4M+$905.4K2026-10-21
Marks Group Wealth Management, Inc
DECREASED12,92814,885-1,957-13%$1.7M$2.4M+$681.5K2026-11-05
Plimoth Trust Co LLC
INCREASED12,87910,840+2,039+19%$1.3M$2.4M+$1.1M2026-10-26
Manchester Financial Inc
DECREASED12,85714,001-1,144-8%$1.6M$2.4M+$771.4K2026-10-15
Portside Wealth Group, LLC
INCREASED12,83211,791+1,041+9%$1.4M$2.4M+$1.0M2026-10-20
Fortis Group Advisors, LLC
DECREASED12,80213,025-223-2%$1.5M$2.4M+$837.4K2026-11-06
Matauro, LLC
INCREASED12,78112,733+48+0%$1.5M$2.4M+$905.1K2026-11-03
Personal CFO Solutions, LLC
INCREASED12,70811,898+810+7%$1.4M$2.4M+$988.9K2026-11-06
Accuvest Global Advisors
INCREASED12,6809,822+2,858+29%$1.1M$2.4M+$1.2M2026-11-04
Castle Rock Wealth Management, LLC
INCREASED12,66612,123+543+4%$1.5M$2.4M+$908.4K2026-10-09
True Freedom Investing, LLC
INCREASED12,66412,097+567+5%$1.8M$2.4M+$599.3K2026-10-29
Aprio Wealth Management, LLC
INCREASED12,62611,445+1,181+10%$1.3M$2.4M+$1.0M2026-10-28
Fiduciary Family Office, LLC
INCREASED12,61412,517+97+1%$1.5M$2.4M+$899.1K2026-11-04
Hazlett, Burt & Watson, Inc.
DECREASED12,57112,586-150%$1.3M$2.4K-$1.3M2026-11-04
Baker Avenue Asset Management, LP
INCREASED12,54611,653+893+8%$1.4M$2.3M+$987.2K2026-11-06
Cohen Investment Advisors LLC
NEW12,541—+12,541——$2.3M—2026-10-20
Cadinha & Co LLC
DECREASED12,52533,552-21,027-63%$3.9M$2.3M-$1.6M2026-10-22
Legacy Financial Strategies, LLC
DECREASED12,51614,231-1,715-12%$1.7M$2.3M+$680.7K2026-10-15
180 Wealth Advisors, LLC
INCREASED12,47611,766+710+6%$1.4M$2.3M+$961.0K2026-11-03
HMS Capital Management, LLC
NEW12,450—+12,450——$2.3M—2026-10-20
Littlejohn Financial Services, Inc.
INCREASED12,32911,675+654+6%$1.4M$2.3M+$944.0K2026-11-06
YHB Investment Advisors, Inc.
INCREASED12,25412,117+137+1%$1.4M$2.3M+$878.4K2026-10-08
Nvwm, LLC
INCREASED12,22911,801+428+4%$1.4M$2.3M+$910.6K2026-10-14
M Holdings Securities, Inc.
INCREASED12,21312,132+81+1%$1.5K$2.2K+$7562026-11-03
Montchanin Asset Management, LLC
UNCHANGED12,16312,16300%$1.4M$2.3K-$1.4M2026-11-02
Nicholas Wealth, Llc.
INCREASED12,1179,634+2,483+26%$1.1M$2.3M+$1.1M2026-10-26
Warburton Capital Management, LLC
DECREASED12,07212,356-284-2%$1.4M$2.1M+$676.4K2026-11-06
Bfsg, LLC
INCREASED12,07112,051+20+0%$1.4M$2.3M+$851.9K2026-10-30
Transcendent Capital Group LLC
DECREASED12,06312,288-225-2%$1.4M$2.3M+$822.7K2026-10-28
Jacobi Capital Management LLC
INCREASED12,01611,087+929+8%$1.3M$2.2M+$954.1K2026-11-05
Morangie Management LLC
DECREASED11,98212,594-612-5%$1.5M$2.2M+$771.8K2026-10-15
Triad Wealth Partners, LLC
INCREASED11,98110,576+1,405+13%$1.3M$2.2M+$912.2K2026-10-26
Murphy & Mullick Capital Management Corp
DECREASED11,93812,068-130-1%$1.4M$2.2M+$836.7K2026-11-02
Gallagher Capital Advisors, LLC
DECREASED11,91012,050-140-1%$1.4M$2.2M+$821.9K2026-10-09
Mainsail Asset Management, LLC
DECREASED11,89513,860-1,965-14%$1.8M$2.3M+$449.9K2026-10-14
Shepherd Financial Partners LLC
INCREASED11,88611,678+208+2%$1.4M$2.2M+$860.8K2026-11-03
Surience Private Wealth LLC
NEW11,870—+11,870——$2.2M—2026-10-16
Tactive Advisors, LLC
INCREASED11,78111,228+553+5%$1.3M$2.2M+$893.6K2026-10-08
Garde Capital, Inc.
DECREASED11,75815,040-3,282-22%$1.8M$2.2M+$444.6K2026-10-29
Zions Bancorporation, National Association
INCREASED11,7365,498+6,238+113%$641.5K$2.2M+$1.6M2026-11-06
Welch Group, LLC
INCREASED11,73111,441+290+3%$1.3M$2.2M+$859.5K2026-10-29
Retirement Planning Group, LLC
DECREASED11,72511,787-62-1%$1.4M$2.2M+$818.0K2026-10-19
Blueprint Financial Advisors LLC
NEW11,643—+11,643——$2.2M—2026-10-28
GFS Advisors, LLC
INCREASED11,63711,058+579+5%$39.0K$2.2M+$2.1M2026-11-03
Strategic Advisors LLC
DECREASED11,60611,884-278-2%$1.4M$2.2M+$784.4K2026-10-13
Keystone Wealth Services, LLC
DECREASED11,59112,251-660-5%$1.4M$2.2M+$737.9K2026-11-03
Fiduciary Financial Group, LLC
DECREASED11,52114,336-2,815-20%$1.7M$2.2M+$482.4K2026-10-13
Michael J. Porro & Co. Financial Advisors, Inc.
DECREASED11,51711,603-86-1%$1.4M$2.2M+$800.5K2026-10-16
Empirical Capital Management, LLC
DECREASED11,500127,000-115,500-91%$14.8M$2.2K-$14.8M2026-10-27
FSM Wealth Advisors, LLC
INCREASED11,47711,032+445+4%$1.3M$2.3M+$994.3K2026-10-27
Mirador Capital Partners LP
DECREASED11,45011,873-423-4%$1.4M$2.1M+$756.5K2026-10-09
Quadrant Private Wealth Management, LLC
INCREASED11,42610,847+579+5%$1.3M$2.1M+$871.6K2026-11-04
Pacific Capital Partners Ltd
NEW11,417—+11,417——$2.1M—2026-10-28
Fischer Financial Services, Inc.
INCREASED11,39711,357+40+0%$1.3M$2.1M+$806.8K2026-10-30
Argos Wealth Advisors, LLC
INCREASED11,35711,291+66+1%$1.3M$2.1M+$807.0K2026-11-02
TBH Global Asset Management, LLC
DECREASED11,33811,792-454-4%$1.4M$2.1M+$745.0K2026-11-03
Parkside Financial Bank & Trust
INCREASED11,33410,633+701+7%$1.2M$2.1M+$879.5K2026-10-27
Nilsine Partners, LLC
INCREASED11,2585,299+5,959+112%$618.2K$2.1M+$1.5M2026-11-02
KRS Capital Management, LLC
INCREASED11,23811,226+12+0%$1.3M$2.1M+$792.3K2026-10-16
SeaCrest Wealth Management, LLC
DECREASED11,20512,102-897-7%$1.4M$2.1M+$684.0K2026-10-21
Y.D. More Investments Ltd
INCREASED11,1464,279+6,867+160%$499.2K$2.1M+$1.6M2026-11-02
Quintet Private Bank (Europe) S.A.
INCREASED11,1156,850+4,265+62%$799.2K$2.1M+$1.3M2026-10-08
Tcfg Investment Advisors, LLC
INCREASED11,10710,132+975+10%$1.2M$2.1M+$895.4K2026-10-20
Sound Income Strategies, LLC
INCREASED11,06810,752+316+3%$1.3M$2.2M+$945.7K2026-10-09
Wisconsin Wealth Advisors, LLC
DECREASED11,04211,110-68-1%$1.3M$2.1M+$769.2K2026-10-08
Courier Capital LLC
DECREASED11,01611,209-193-2%$1.3M$2.1M+$752.8K2026-10-19
United Asset Strategies, Inc.
INCREASED10,9877,542+3,445+46%$879.9K$2.1M+$1.2M2026-10-28
Pittenger & Anderson Inc
INCREASED10,9768,176+2,800+34%$953.9K$2.1M+$1.1M2026-11-02
CX Institutional
INCREASED10,9714,063+6,908+170%$474$2.1K+$1.6K2026-10-02
Claro Advisors Inc.
INCREASED10,9659,806+1,159+12%$1.1M$2.1M+$907.0K2026-11-02
Iams Wealth Management, LLC
NEW10,956—+10,956——$2.0M—2026-10-15
Bryn Mawr Trust Advisors, LLC
INCREASED10,87310,588+285+3%$1.2M$2.0M+$798.5K2026-11-04
Avanza Fonder AB
UNCHANGED10,85810,85800%$1.3M$2.0M+$764.2K2026-10-13
Purkiss Capital Advisors LLC
DECREASED10,84111,341-500-4%$1.3M$2.0M+$704.7K2026-11-06
Carlson Financial, Inc.
INCREASED10,78010,349+431+4%$1.2M$2.0M+$809.0K2026-11-05
Kraematon Investment Advisors, Inc
UNCHANGED10,76710,76700%$1.3M$2.0M+$757.8K2026-11-02
Private Trust Co NA
DECREASED10,75911,696-937-8%$1.4M$2.0M+$647.9K2026-10-20
Whalen Wealth Management Inc.
INCREASED10,75210,328+424+4%$1.2M$2.0M+$806.1K2026-10-08
Cane Capital Partners, LLC
DECREASED10,73213,070-2,338-18%$1.5M$2.0M+$482.5K2026-10-23
XML Financial, LLC
INCREASED10,7288,678+2,050+24%$1.0M$2.0M+$994.3K2026-10-29
Willner & Heller, LLC
DECREASED10,70111,553-852-7%$1.3M$2.0M+$653.7K2026-10-28
Total Clarity Wealth Management, Inc.
INCREASED10,6984,483+6,215+139%$523.0K$2.0M+$1.5M2026-10-26
West Branch Capital LLC
INCREASED10,6639,521+1,142+12%$1.1M$2.0M+$883.7K2026-10-20
Tempus Wealth Planning, LLC
INCREASED10,59810,262+336+3%$1.2M$2.0M+$785.1K2026-10-14
Wellington Grp LLC
INCREASED10,5837,068+3,515+50%$824.6K$2.0M+$1.2M2026-11-06
Catalyst Financial Partners LLC
INCREASED10,5559,667+888+9%$1.1M$2.0M+$846.5K2026-11-06
Ariadne Wealth Management, LP
DECREASED10,52110,609-88-1%$1.2M$2.0M+$730.2K2026-11-06
PDS Planning, Inc
INCREASED10,52010,081+439+4%$1.2M$2.0M+$791.6K2026-11-03
Braeburn Wealth Management LLC
INCREASED10,5192,655+7,864+296%$309.8K$2.0M+$1.7M2026-10-15
Gen-Wealth Partners Inc
DECREASED10,49010,648-158-1%$1.2M$2.0M+$719.9K2026-11-04
First Business Financial Services, Inc.
INCREASED10,4488,758+1,690+19%$1.0M$2.0M+$932.5K2026-10-29
FNY Investment Advisers, LLC
NEW10,446—+10,446——$2.0K—2026-10-16
TD Private Client Wealth LLC
INCREASED10,4248,884+1,540+17%$1.0M$1.9M+$913.3K2026-10-28
Facet Wealth, Inc.
INCREASED10,4127,682+2,730+36%$896.3K$1.9M+$1.1M2026-11-04
Bourne Lent Asset Management Inc
UNCHANGED10,35610,35600%$1.2M$1.9M+$728.8K2026-11-05
Versant Capital Management, Inc
INCREASED10,3559,687+668+7%$1.1M$1.9M+$806.7K2026-10-02
Bullock Wealth Management Group
INCREASED10,34510,313+32+0%$1.3M$2.0M+$669.3K2026-10-09
Kestra Investment Management, LLC
INCREASED10,3176,983+3,334+48%$814.7K$1.9M+$1.1M2026-11-04
Platform Technology Partners
INCREASED10,2999,527+772+8%$1.1M$1.9M+$814.8K2026-11-02
Millennium Capital Advisors, LLC
UNCHANGED10,27810,27800%$1.2M$1.9M+$723.4K2026-10-16
Conning Inc.
INCREASED10,25210,249+3+0%$1.2M$1.9M+$721.9K2026-10-27
Kesler, Norman & Wride, LLC
DECREASED10,15411,103-949-9%$1.3M$1.9M+$603.9K2026-11-06
Central Trust Co
INCREASED10,1349,978+156+2%$1.2M$1.9M+$731.4K2026-11-05
Mascagni Wealth Management, Inc.
DECREASED10,09811,097-999-9%$1.3M$1.9M+$594.1K2026-10-23
Probity Advisors, Inc.
INCREASED10,0899,860+229+2%$1.2M$1.9M+$736.8K2026-10-23
Beacon Financial Advisory LLC
INCREASED10,07010,036+34+0%$1.2M$1.9M+$712.7K2026-10-16
Avantax Planning Partners, Inc.
DECREASED10,05910,932-873-8%$1.3M$1.9M+$606.1K2026-11-03
Rare Wolf Capital LLC
DECREASED10,03610,641-605-6%$1.2M$1.9M+$635.7K2026-10-20
Revisor Wealth Management LLC
INCREASED10,0189,814+204+2%$1.1M$1.9M+$723.3K2026-10-20
AGF Management LTD
DECREASED10,000730,843-720,843-99%$85.3M$1.9M-$83.4M2026-11-03
Mitsubishi UFJ Asset Management (UK) Ltd.
DECREASED10,00013,000-3,000-23%$1.5M$1.9K-$1.5M2026-10-22
Formuepleje A/S
DECREASED9,99612,414-2,418-19%$1.4M$1.9M+$421.4K2026-10-15
Promethium Advisors,llc
DECREASED9,99610,091-95-1%$1.2M$1.9M+$692.4K2026-10-19
Triumph Capital Management
DECREASED9,96712,721-2,754-22%$1.5M$1.9M+$380.2K2026-10-14
Clearwater Capital Advisors, LLC
DECREASED9,95710,689-732-7%$1.2M$1.9M+$615.4K2026-11-06
Enzi Wealth
INCREASED9,9319,831+100+1%$1.3M$2.1M+$757.7K2026-10-14
Huntleigh Advisors, Inc.
DECREASED9,92311,621-1,698-15%$1.4M$1.9M+$500.3K2026-11-03
Disciplined Equity Management, Inc.
INCREASED9,9209,850+70+1%$1.1M$1.9M+$706.3K2026-10-14
CGN Advisors LLC
INCREASED9,8972,693+7,204+268%$314.2K$1.9M+$1.5M2026-10-21
Argentarii, LLC
INCREASED9,8969,874+22+0%$1.7M$1.9M+$123.7K2026-10-28
Root Financial Partners, LLC
DECREASED9,88715,999-6,112-38%$1.9M$1.8M-$17.2K2026-10-21
Breakwater Capital Group
NEW9,855—+9,855——$1.8M—2026-10-09
Interchange Capital Partners, LLC
INCREASED9,8128,639+1,173+14%$1.0M$1.8M+$827.4K2026-10-28
Central Pacific Bank - Trust Division
NEW9,793—+9,793——$1.8M—2026-10-06
Corps Capital Advisors, LLC
UNCHANGED9,7449,74400%$1.1M$1.8M+$685.8K2026-11-05
Focused Wealth Management, Inc
DECREASED9,72910,170-441-4%$1.2M$1.8M+$633.3K2026-10-30
Stablepoint Partners, LLC
DECREASED9,6909,781-91-1%$1.1M$1.8M+$671.4K2026-11-03
Cookson Peirce & Co Inc
DECREASED9,68410,877-1,193-11%$1.3M$1.8M+$542.4K2026-10-30
Inman Jager Wealth Management, LLC
DECREASED9,6769,753-77-1%$1.1M$1.8M+$672.0K2026-11-05
Stonebridge Financial Group, LLC
INCREASED9,6649,198+466+5%$1.1M$1.8M+$734.5K2026-10-01
Vista Investment Partners LLC
INCREASED9,6249,505+119+1%$1.1M$1.8M+$691.2K2026-10-08
Old National Bancorp
INCREASED9,5177,763+1,754+23%$905.7K$1.8M+$874.4K2026-10-20
Brick & Kyle, Associates
UNCHANGED9,5009,50000%$1.4M$1.8M+$387.3K2026-11-05
BG Investment Services, LLC
NEW9,499—+9,499——$1.8M—2026-10-23
Bradley & Co. Private Wealth Management, LLC
DECREASED9,4629,556-94-1%$1.1M$1.8M+$655.0K2026-10-23
HBW Advisory Services LLC
INCREASED9,4598,276+1,183+14%$965.5K$1.8M+$803.7K2026-10-15
Bria Capital Group, LLC
DECREASED9,37315,827-6,454-41%$1.8M$1.8M-$93.3K2026-10-22
Cyr Financial Inc.
INCREASED9,3468,924+422+5%$1.0M$1.7M+$707.0K2026-10-16
Insight Advisors, LLC/ PA
DECREASED9,32910,373-1,044-10%$1.2M$1.7M+$534.8K2026-10-22
Lexington Hill Partners, LLC
INCREASED9,3179,176+141+2%$1.1M$1.7M+$672.2K2026-10-13
WBH Advisory Inc
DECREASED9,3099,444-135-1%$1.1M$1.7M+$639.4K2026-11-05
Goodman Advisory Group, LLC
NEW9,268—+9,268——$1.7M—2026-11-02
Arta Finance Wealth Management LLC
DECREASED9,25812,093-2,835-23%$1.4M$1.7M+$320.8K2026-10-28
GraniteShares Advisors LLC
DECREASED9,25210,343-1,091-11%$1.2M$1.7M+$523.9K2026-10-29
Kathmere Capital Management, LLC
INCREASED9,2507,364+1,886+26%$859.2K$1.7M+$871.0K2026-10-20
Clay Northam Wealth Management, LLC
INCREASED9,2509,235+15+0%$1.1M$1.7M+$652.8K2026-10-13
Virtue Capital Management, LLC
DECREASED9,23211,050-1,818-16%$1.3M$1.7M+$437.6K2026-10-29
Smart Wealth LLC
INCREASED9,2074,167+5,040+121%$486.2K$1.7M+$1.2M2026-11-04
Optima Capital LLC
INCREASED9,1899,167+22+0%$1.1M$1.7M+$649.3K2026-10-29
Nova Financial LLC
NEW9,175—+9,175——$1.7M—2026-11-04
Abound Wealth Management
INCREASED9,1477,300+1,847+25%$851.7K$1.7M+$859.2K2026-10-26
Absolute Capital Management, LLC
NEW9,115—+9,115——$1.7M—2026-10-16
Tamar Securities, LLC
DECREASED9,09410,025-931-9%$1.2M$1.7M+$531.4K2026-11-03
Bedel Financial Consulting, Inc.
INCREASED9,0898,614+475+6%$1.0M$1.7M+$695.1K2026-11-06
Quadcap Wealth Management, LLC
DECREASED9,0839,867-784-8%$1.2M$1.7M+$547.8K2026-11-02
StrongBox Wealth, LLC
INCREASED9,0779,041+36+0%$1.1M$1.7M+$643.0K2026-11-02
Peachtree Investment Partners, LLC
DECREASED9,0499,704-655-7%$1.1M$1.7M+$560.5K2026-11-05
Olistico Wealth, LLC
DECREASED9,0079,107-100-1%$1.1M$1.7M+$622.2K2026-10-05
Artemis Wealth Advisors, LLC
NEW9,000—+9,000——$1.7M—2026-11-05
Valmark Advisers, Inc.
DECREASED8,9389,149-211-2%$1.1M$1.7M+$604.4K2026-11-06
Intrua Financial, LLC
DECREASED8,9349,367-433-5%$1.1M$1.7M+$578.2K2026-10-28
Wesbanco Bank Inc
DECREASED8,90010,110-1,210-12%$1.2M$1.7M+$485.2K2026-11-04
Worthington Financial Partners, LLC
DECREASED8,8278,856-290%$1.0M$1.7M+$617.8K2026-10-13
Eagle Wealth Advisors LLC
INCREASED8,8218,754+67+1%$1.0M$1.6M+$628.6K2026-10-20
Philadelphia Trust Co
UNCHANGED8,8158,81500%$1.0M$1.6K-$1.0M2026-11-05
Lanark Financial, Inc.
INCREASED8,7747,087+1,687+24%$826.8K$1.6M+$814.3K2026-10-26
Angeles Wealth Management, LLC
DECREASED8,7749,316-542-6%$1.1M$1.6M+$554.3K2026-10-26
Visionary Horizons, LLC
INCREASED8,7728,762+10+0%$1.0M$1.6M+$618.7K2026-10-22
Waldron Private Wealth LLC
INCREASED8,7498,670+79+1%$1.0M$1.6M+$625.0K2026-11-02
Titan Investment Management LLC
INCREASED8,7486,060+2,688+44%$707.0K$1.6M+$929.3K2026-10-22
Cornerstone Wealth Group, LLC
INCREASED8,7297,609+1,120+15%$887.7K$1.6M+$745.1K2026-11-02
Hartmann Taylor Wealth Management, LLC
INCREASED8,7078,342+365+4%$1.2M$1.6M+$408.4K2026-10-14
CRA Financial Services, LLC
INCREASED8,6908,269+421+5%$964.7K$1.6M+$660.7K2026-10-16
J. Derek Lewis & Associates Inc.
DECREASED8,66010,433-1,773-17%$1.2M$1.6M+$402.6K2026-11-03
Hennion & Walsh Asset Management, Inc.
INCREASED8,6567,832+824+11%$913.8K$1.6M+$705.3K2026-10-13
Meadowbrook Wealth Management, LLC
DECREASED8,59610,099-1,503-15%$1.3M$1.6M+$338.1K2026-10-08
Vann Equity Management LLC
DECREASED8,5618,702-141-2%$1.0M$1.6M+$586.1K2026-10-08
Southern Financial Group, LLC
DECREASED8,53411,426-2,892-25%$1.3M$1.6M+$263.2K2026-10-30
Curated Wealth Partners LLC
INCREASED8,5005,196+3,304+64%$606.2K$1.6M+$983.7K2026-10-15
Advisor OS, LLC
INCREASED8,4267,499+927+12%$874.9K$1.6M+$701.2K2026-11-03
Aviso Wealth Management
INCREASED8,4146,389+2,025+32%$745.4K$1.6M+$828.4K2026-11-04
First Horizon Corp
INCREASED8,3838,337+46+1%$972.7K$1.6M+$595.4K2026-10-26
Lauer Wealth, LLC
NEW8,335—+8,335——$1.7M—2026-10-13
Harbor Investment Advisory, LLC
INCREASED8,3245,881+2,443+42%$686.1K$1.6M+$870.9K2026-10-13
Gibbs Wealth Management
INCREASED8,3065,968+2,338+39%$696.3K$1.6M+$857.4K2026-10-22
Rhodes Investment Advisors Inc
DECREASED8,29012,000-3,710-31%$1.4M$1.6M+$150.6K2026-10-07
Retireful, LLC
NEW8,288—+8,288——$1.6M—2026-10-09
Hilton Head Capital Partners, LLC
DECREASED8,28710,661-2,374-22%$1.2M$1.6M+$306.3K2026-10-23
BridgePort Financial Solutions, LLC
DECREASED8,2069,103-897-10%$1.1M$1.5M+$472.9K2026-11-02
Allegiance Financial Group Advisory Services LLC
INCREASED8,1938,056+137+2%$939.9K$1.5M+$592.6K2026-11-02
Zullo Investment Group, Inc.
INCREASED8,1777,986+191+2%$931.7K$1.5M+$597.8K2026-10-20
QP Wealth Management, LLC
DECREASED8,1708,567-397-5%$999.5K$1.5M+$528.7K2026-10-20
LVW Advisors, LLC
INCREASED8,1437,790+353+5%$908.9K$1.5M+$614.3K2026-10-19
Resonant Capital Advisors, LLC
INCREASED8,1217,373+748+10%$860.2K$1.5M+$658.8K2026-10-15
KTF Investments, LLC
UNCHANGED8,0658,06500%$940.9K$1.5M+$567.6K2026-10-23
Royal Palms Capital LLC
INCREASED8,0505,400+2,650+49%$630.0K$1.5M+$875.7K2026-10-23
Revolve Wealth Partners, LLC
INCREASED8,0076,434+1,573+24%$750.7K$1.5M+$747.1K2026-10-23
Brown, Lisle Ings, Inc.
DECREASED7,9487,979-310%$930.9K$1.5M+$555.8K2026-10-16
Moss Adams Wealth Advisors LLC
DECREASED7,8768,580-704-8%$1.0M$1.5M+$472.2K2026-10-28
BLB&B Advisors, LLC
INCREASED7,8706,170+1,700+28%$719.9K$1.5M+$752.2K2026-10-27
Global Financial Private Client, LLC
INCREASED7,8427,567+275+4%$882.8K$1.5M+$584.0K2026-10-15
SLT Holdings LLC
DECREASED7,7598,249-490-6%$962.4K$1.5M+$488.9K2026-10-15
Old Peak Finance LLC
DECREASED7,7417,958-217-3%$928.5K$1.4M+$519.5K2026-11-02
Account Management LLC
NEW7,700—+7,700——$1.4M—2026-11-04
Key Client Fiduciary Advisors, LLC
DECREASED7,6678,386-719-9%$978.4K$1.4M+$455.7K2026-10-19
Westover Capital Advisors, LLC
INCREASED7,6467,200+446+6%$840.0K$1.4M+$590.2K2026-10-26
Candriam S.C.A.
UNCHANGED7,5497,54900%$879.9K$1.4M+$537.3K2026-11-03
Coquina Private Wealth LLC
DECREASED7,5347,584-50-1%$884.8K$1.4M+$524.4K2026-10-27
Terra Nova Asset Management LLC
NEW7,530—+7,530——$1.4M—2026-10-13
Sheets Smith Wealth Management
DECREASED7,51713,695-6,178-45%$1.6M$1.4M-$191.7K2026-10-16
Jefferson Bridge Capital, LLC
UNCHANGED7,4377,43700%$867.7K$1.4M+$523.4K2026-11-06
Stackstone Wealth, LLC
NEW7,419—+7,419——$1.4M—2026-10-19
BayBridge Capital Group, LLC
DECREASED7,39014,360-6,970-49%$1.7M$1.4M-$293.1K2026-10-13
Foster Victor Wealth Advisors, LLC
INCREASED7,3896,342+1,047+17%$848.1K$1.4M+$586.5K2026-10-21
Ashton Thomas Securities, LLC
INCREASED7,3755,086+2,289+45%$590.1K$1.4M+$789.4K2026-10-26
Clear Harbor Asset Management, LLC
DECREASED7,3657,899-534-7%$921.6K$1.4M+$456.0K2026-11-05
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
INCREASED7,3302,353+4,977+212%$274.5K$1.4M+$1.1M2026-11-06
Oslo Pensjonsforsikring AS
INCREASED7,3196,840+479+7%$798.0K$1.4M+$571.0K2026-10-15
Hourglass Capital, LLC
DECREASED7,2508,500-1,250-15%$991.7K$1.4M+$364.4K2026-10-26
Victrix Investment Advisors
INCREASED7,2076,910+297+4%$806.2K$1.3M+$541.9K2026-10-13
CFS Investment Advisory Services, LLC
INCREASED7,1936,992+201+3%$904.1K$1.4M+$477.5K2026-10-19
Archer Investment Corp
DECREASED7,1927,648-456-6%$892.3K$1.3M+$453.0K2026-11-05
J.Safra Asset Management Corp
INCREASED7,1876,476+711+11%$755.6K$1.3M+$588.8K2026-11-03
Watershed Private Wealth LLC
INCREASED7,1594,255+2,904+68%$496.4K$1.3M+$842.7K2026-10-30
Cornerstone Advisory, LLC
DECREASED7,0628,319-1,257-15%$970.6K$1.3M+$350.4K2026-11-06
Avondale Wealth Management
DECREASED7,0138,913-1,900-21%$1.0M$1.3M+$271.9K2026-10-15
Cypress Wealth Services, LLC
INCREASED7,0036,998+5+0%$816.5K$1.3M+$528.6K2026-10-21
Spirit of America Management Corp
UNCHANGED7,0007,00000%$816.7K$1.3M+$492.7K2026-10-14
Little House Capital LLC
DECREASED6,9867,044-58-1%$821.9K$1.3M+$484.9K2026-11-06
Income Insurance Ltd
UNCHANGED6,9106,91000%$806.2K$1.3M+$486.3K2026-10-21
Noble Wealth Management PBC
DECREASED6,9086,925-170%$807.9K$1.3M+$484.2K2026-10-01
Genus Capital Management Inc.
NEW6,900—+6,900——$1.3M—2026-11-04
WealthPLAN Partners, LLC
INCREASED6,8906,737+153+2%$786.0K$1.3M+$502.8K2026-10-15
Legacy Capital Wealth Partners, LLC
INCREASED6,8406,487+353+5%$756.8K$1.3M+$522.6K2026-10-21
Cogent Strategic Wealth LLC
DECREASED6,8287,496-668-9%$874.6K$1.3M+$402.6K2026-10-22
Elevatus Welath Management
INCREASED6,8066,795+11+0%$792.8K$1.3M+$480.3K2026-10-19
M&G Plc
DECREASED6,7809,346-2,566-27%$1.1M$1.3M+$174.4K2026-11-04
Glenview Trust Co
INCREASED6,7776,081+696+11%$709.5K$1.3M+$558.2K2026-10-28
Next Level Wealth Planning, LLC
DECREASED6,7696,800-310%$793.4K$1.3M+$472.8K2026-10-29
Swiss RE LTD
INCREASED6,7684,118+2,650+64%$480.4K$1.3M+$785.5K2026-11-06
Robertson Stephens Wealth Management, LLC
INCREASED6,7266,353+373+6%$741.2K$1.3M+$516.8K2026-10-16
Navigation Group, LLC
INCREASED6,7165,216+1,500+29%$608.6K$1.3M+$647.7K2026-10-28
Walser Wealth Management Company, A Ltd Liability Co
INCREASED6,7156,481+234+4%$756.1K$1.3M+$500.0K2026-10-15
Equity Wealth Partners, LLC
DECREASED6,7106,777-67-1%$790.7K$1.3M+$464.4K2026-10-26
Counterpoint Mutual Funds LLC
NEW6,708—+6,708——$1.3M—2026-10-16
Echo45 Advisors LLC
NEW6,706—+6,706——$1.3M—2026-10-07
Strategy Asset Managers LLC
DECREASED6,69015,214-8,524-56%$1.8M$1.3M-$523.7K2026-10-14
Worth Asset Management, LLC
INCREASED6,6813,934+2,747+70%$459.0K$1.2M+$790.7K2026-10-07
Caitong International Asset Management Co., Ltd
NEW6,679—+6,679——$1.2M—2026-10-29
Thor Trading Advisors, LLC
INCREASED6,6542,176+4,478+206%$253.9K$1.2M+$990.8K2026-11-05
Shaker Investments LLC
NEW6,645—+6,645——$1.2M—2026-11-05
BXM Wealth LLC
INCREASED6,6186,603+15+0%$770.4K$1.2M+$467.5K2026-11-03
Trek Financial, LLC
INCREASED6,5736,102+471+8%$711.9K$1.2M+$517.6K2026-10-29
Summit Wealth Group LLC / Co
INCREASED6,5684,124+2,444+59%$481.2K$1.2M+$747.4K2026-10-29
AGH Wealth Advisors, LLC
DECREASED6,5376,593-56-1%$769.2K$1.2M+$453.5K2026-10-26
Balefire, LLC
INCREASED6,4935,445+1,048+19%$635.3K$1.2M+$579.2K2026-10-09
Gainplan LLC
INCREASED6,4822,800+3,682+132%$326.7K$1.2M+$885.8K2026-10-09
Legacy Wealth Asset Management, LLC
DECREASED6,4807,385-905-12%$861.6K$1.2M+$350.5K2026-10-09
JB Capital LLC
INCREASED6,4676,455+12+0%$753.1K$1.2M+$456.5K2026-10-19
Concord Wealth Partners
INCREASED6,4525,904+548+9%$688.8K$1.2M+$517.9K2026-11-02
Family Investment Center, Inc.
INCREASED6,4514,030+2,421+60%$470.2K$1.2M+$736.5K2026-10-19
Wright Investors Service Inc
INCREASED6,4394,144+2,295+55%$483.5K$1.2M+$720.9K2026-11-02
Lodestone Wealth Management LLC
INCREASED6,3826,257+125+2%$730.0K$1.2M+$463.8K2026-10-14
Cromwell Holdings LLC
DECREASED6,3647,385-1,021-14%$861.6K$1.2M+$328.8K2026-10-28
Strategic Wealth Investment Group, LLC
DECREASED6,3446,871-527-8%$801.6K$1.2M+$385.0K2026-10-29
Themes Management Co LLC
DECREASED6,3309,285-2,955-32%$1.1M$1.2M+$100.7K2026-10-29
Pachira Investments Inc.
DECREASED6,3219,284-2,963-32%$1.1M$1.2M+$99.2K2026-10-14
Yoder Wealth Management, Inc.
INCREASED6,3216,294+27+0%$734.3K$1.2M+$448.0K2026-10-13
JGP Wealth Management, LLC
INCREASED6,3176,090+227+4%$710.5K$1.2M+$471.2K2026-10-13
Relyea Zuckerberg Hanson LLC
INCREASED6,3155,621+694+12%$655.8K$1.2M+$525.4K2026-10-20
TigerOak Management, L.L.C.
INCREASED6,2715,729+542+9%$668.4K$1.2M+$504.6K2026-10-23
Adell Harriman & Carpenter Inc
DECREASED6,2526,912-660-10%$806.5K$1.2M+$363.0K2026-11-02
LFG Wealth Partners, LLC
NEW6,244—+6,244——$1.2M—2026-10-28
SmartHarvest Portfolios, LLC
DECREASED6,2367,674-1,438-19%$895.3K$1.2M+$271.1K2026-10-26
One Way Holdings LLC
DECREASED6,2346,538-304-5%$762.8K$1.2M+$403.3K2026-10-29
Mcdonald Partners LLC
INCREASED6,2295,995+234+4%$699.4K$1.2M+$465.7K2026-11-03
Schorn Wealth LLC
UNCHANGED6,2186,21800%$725.5K$1.2M+$437.6K2026-10-14
Capital Management Associates, Inc
INCREASED6,2166,125+91+1%$714.6K$1.2M+$448.1K2026-10-20
Fortune 45 LLC
INCREASED6,2145,841+373+6%$681.5K$1.2M+$481.1K2026-10-14
StoneCrest Wealth Management, Inc.
INCREASED6,1966,023+173+3%$702.7K$1.2M+$456.3K2026-11-03
Fortress Financial Solutions, LLC
NEW6,195—+6,195——$1.2M—2026-10-14
Barings LLC
INCREASED6,1934,183+2,010+48%$488.0K$1.2M+$670.4K2026-10-22
Pinnacle Wealth Planning Services, Inc.
INCREASED6,1646,098+66+1%$711.5K$1.2M+$441.5K2026-10-27
Golden Reserve Retirement LLC
INCREASED6,1204,202+1,918+46%$490.2K$1.1M+$654.5K2026-11-02
Taylor Financial Group, Inc.
DECREASED6,1127,137-1,025-14%$832.7K$1.1M+$310.6K2026-11-02
Midwest Professional Planners, Ltd.
DECREASED6,0976,107-100%$712.5K$1.1M+$428.0K2026-10-29
Occidental Asset Management, LLC
INCREASED6,0914,318+1,773+41%$503.8K$1.1M+$635.5K2026-11-05
Dudley Capital Management, LLC
INCREASED6,0705,570+500+9%$649.9K$1.1M+$485.5K2026-10-23
Keudell ison Wealth Management
UNCHANGED6,0656,06500%$707.6K$1.1M+$426.9K2026-10-16
Certior Financial Group, LLC
DECREASED6,0546,201-147-2%$723.5K$1.1M+$408.9K2026-10-19
Private Client Services, LLC
DECREASED6,0356,099-64-1%$711.6K$1.1M+$417.3K2026-10-02
Turning Point Benefit Group, Inc.
NEW6,018—+6,018——$1.1M—2026-10-28
Commonwealth Financial Services, LLC
DECREASED6,0186,233-215-3%$727.2K$1.1M+$398.5K2026-10-20
Abel Hall, LLC
INCREASED6,0012,179+3,822+175%$254.2K$1.1M+$868.3K2026-10-19
Concord Asset Management, LLC
INCREASED5,9865,084+902+18%$593.2K$1.1M+$526.5K2026-11-02
JBR Co Financial Management Inc
DECREASED5,9836,063-80-1%$707.4K$752.2K+$44.9K2026-10-13
GK Wealth Management LLC
NEW5,981—+5,981——$1.1M—2026-10-09
Traphagen Investment Advisors LLC
DECREASED5,9766,007-31-1%$700.9K$1.1M+$417.0K2026-10-14
Rational Advisors, Inc.
INCREASED5,962873+5,089+583%$101.9K$1.1M+$1.0M2026-11-02
Eastern Bank
INCREASED5,9615,688+273+5%$663.6K$1.1M+$451.4K2026-10-05
Childress Capital Advisors, LLC
INCREASED5,9455,499+446+8%$641.5K$1.1M+$470.4K2026-10-28
Verity Asset Management, Inc.
DECREASED5,9398,833-2,894-33%$1.0M$1.1M+$80.3K2026-10-30
Ring Mountain Capital, LLC
INCREASED5,9315,871+60+1%$685.0K$1.1M+$424.4K2026-10-13
Elyxium Wealth, LLC
INCREASED5,9225,412+510+9%$631.4K$1.1M+$476.3K2026-10-27
Roman Butler Fullerton & Co
INCREASED5,9165,764+152+3%$749.6K$1.1M+$399.2K2026-10-27
Melfa Wealth Management, Inc.
INCREASED5,9145,644+270+5%$658.5K$1.1M+$447.7K2026-11-06
Zega Investments, LLC
DECREASED5,90111,079-5,178-47%$1.3M$1.1M-$188.8K2026-11-04
Beacon Financial Group
INCREASED5,8744,881+993+20%$569.5K$1.1M+$529.3K2026-10-19
Hohimer Wealth Management, LLC
DECREASED5,8726,157-285-5%$718.3K$1.1M+$380.0K2026-11-04
LeConte Wealth Management, LLC
DECREASED5,8417,160-1,319-18%$835.4K$1.1M+$257.2K2026-10-20
Rooted Wealth Advisors, Inc.
UNCHANGED5,8415,84100%$681.5K$681.5K$02026-11-03
Core Wealth Partners LLC
DECREASED5,8338,467-2,634-31%$987.9K$1.1M+$103.3K2026-11-02
Physicians Financial Services, Inc.
INCREASED5,8175,404+413+8%$630.0K$1.1K-$628.9K2026-11-04
Western Pacific Wealth Management, LP
INCREASED5,7985,748+50+1%$670.6K$1.1M+$413.9K2026-10-16
Atlas Brown,Inc.
DECREASED5,7946,027-233-4%$703.2K$1.1M+$380.6K2026-10-09
Integrity Advisory Solutions, LLC
DECREASED5,7856,093-308-5%$710.9K$1.1M+$371.4K2026-10-29
Vigilare Wealth Management
DECREASED5,7236,074-351-6%$708.7K$1.1M+$361.8K2026-10-29
Doliver Advisors, LP
NEW5,719—+5,719——$1.1M—2026-10-01
Westside Investment Management, Inc.
INCREASED5,6884,938+750+15%$576.1K$1.1M+$494.0K2026-11-02
Baldwin Wealth Partners LLC
NEW5,687—+5,687——$1.1M—2026-10-13
Beverly Hills Private Wealth, LLC
INCREASED5,6865,037+649+13%$587.7K$1.1M+$475.9K2026-11-04
Anchyra Partners LLC
INCREASED5,6834,582+1,101+24%$534.6K$1.1M+$528.4K2026-10-13
North Star Investment Management Corp.
INCREASED5,6765,650+26+0%$659.2K$1.1M+$402.5K2026-10-27
Grey Ledge Advisors, LLC
DECREASED5,6765,680-40%$662.7K$1.1M+$399.0K2026-11-02
Clarity Wealth Advisors, LLC
INCREASED5,6265,445+181+3%$635.3K$1.1M+$417.1K2026-10-21
Dale Q Rice Investment Management Ltd
DECREASED5,6185,955-337-6%$694.8K$1.1M+$356.1K2026-10-09
Kennedy Investment Group, Inc.
NEW5,580—+5,580——$1.0M—2026-10-21
Crumly & Associates Inc.
INCREASED5,5805,139+441+9%$599.6K$1.0M+$444.2K2026-10-07
Werba Rubin Papier Wealth Management
INCREASED5,5763,915+1,661+42%$456.8K$1.0M+$586.2K2026-11-06
Trust Co of Toledo NA
INCREASED5,5765,499+77+1%$641.6K$1.0M+$401.4K2026-10-16
Gilliland Jeter Wealth Management LLC
INCREASED5,5545,162+392+8%$602.3K$1.0M+$436.6K2026-10-28
Flagship Wealth Advisors, LLC
UNCHANGED5,5505,55000%$647.5K$1.0M+$390.6K2026-11-03
Omega Financial Group, LLC
INCREASED5,5115,506+5+0%$642.4K$1.0M+$388.4K2026-10-29
Guyasuta Investment Advisors Inc
INCREASED5,4705,465+5+0%$637.6K$1.0M+$385.6K2026-10-15
Independence Bank of Kentucky
DECREASED5,4655,663-198-3%$660.7K$1.0M+$361.5K2026-10-26
Haven Private, LLC
INCREASED5,4435,423+20+0%$632.7K$1.0M+$385.4K2026-10-27
3Chopt Investment Partners, LLC
INCREASED5,4273,360+2,067+62%$392.0K$1.0M+$623.1K2026-10-30
Kaizen Financial Strategies
DECREASED5,3905,515-125-2%$693.4K$1.0M+$314.8K2026-10-09
Mosley Wealth Management
DECREASED5,3865,720-334-6%$667.4K$1.1M+$412.5K2026-10-16
Stiles Financial Services Inc
INCREASED5,3854,719+666+14%$550.6K$1.0M+$456.7K2026-10-30
Foguth Wealth Management, Llc.
DECREASED5,3545,412-58-1%$729.8K$996.0K+$266.2K2026-10-19
Roger Wittlin Investment Advisory, LLC
UNCHANGED5,3365,33600%$622.6K$998.1K+$375.5K2026-10-19
Arlington Capital Management Inc
INCREASED5,3265,235+91+2%$610.8K$996.2K+$385.5K2026-10-30
Asahi Life Asset Management Co., Ltd.
INCREASED5,3194,531+788+17%$528.6K$994.9K+$466.3K2026-11-06
McGlone Suttner Wealth Management, Inc.
INCREASED5,3105,087+223+4%$593.5K$993.2K+$399.7K2026-10-13
Cypress Capital Group
INCREASED5,2864,000+1,286+32%$466.7K$988.7K+$522.1K2026-11-03
PKS Advisory Services, LLC
UNCHANGED5,2865,28600%$616.7K$616.7K$02026-10-26
Fairscale Capital, LLC
INCREASED5,2815,221+60+1%$609.1K$972.3K+$363.2K2026-11-04
Advisortrust Partners, LLC
INCREASED5,2524,677+575+12%$545.7K$982.4K+$436.7K2026-11-02
MRA Advisory Group
DECREASED5,2435,259-160%$613.6K$980.7K+$367.1K2026-10-07
Rossby Financial, LCC
INCREASED5,2354,458+777+17%$520.1K$979.2K+$459.1K2026-11-05
Klingman & Associates, LLC
INCREASED5,2294,500+729+16%$525.0K$978.1K+$453.1K2026-10-20
NavPoint Financial, Inc.
UNCHANGED5,2245,22400%$609.5K$977.1K+$367.7K2026-10-21
Consilium Wealth Advisory, LLC
DECREASED5,2065,332-126-2%$622.1K$973.8K+$351.7K2026-10-14
Simon Quick Advisors, LLC
INCREASED5,2042,923+2,281+78%$341.0K$973.4K+$632.4K2026-10-26
Mcrae Capital Management Inc
INCREASED5,2005,050+150+3%$589.2K$972.7K+$383.5K2026-10-15
Cornerstone National Bank & Trust Co
UNCHANGED5,1975,19700%$653.4K$987.6K+$334.2K2026-10-20
Quantum Financial Partners LLC
DECREASED5,1915,336-145-3%$622.6K$971.0K+$348.4K2026-10-19
SkyOak Wealth, LLC
DECREASED5,1848,682-3,498-40%$1.0M$969.7K-$43.3K2026-10-28
TritonPoint Partners, LLC
DECREASED5,1747,226-2,052-28%$843.1K$967.8K+$124.7K2026-11-05
Crown Wealth Group, LLC
INCREASED5,1735,060+113+2%$590.4K$967.6K+$377.3K2026-10-19
Plancorp, LLC
INCREASED5,1573,669+1,488+41%$477.1K$949.5K+$472.3K2026-11-03
DDD Partners, LLC
DECREASED5,1555,693-538-9%$664.2K$964.2K+$300.0K2026-11-02
Garrett Wealth Advisory Group, LLC
INCREASED5,1474,671+476+10%$545.0K$962.7K+$417.8K2026-10-22
Signature Wealth Management Partners, LLC
INCREASED5,1405,089+51+1%$593.7K$961.4K+$367.7K2026-10-21
Journey Advisory Group, LLC
INCREASED5,1355,105+30+1%$595.6K$960.5K+$364.9K2026-11-04
MBL Wealth, LLC
INCREASED5,1342,771+2,363+85%$323.3K$960.4K+$637.1K2026-10-22
Thoma Capital Management LLC
DECREASED5,1335,485-352-6%$639.9K$960.1K+$320.2K2026-10-19
MN Wealth Advisors, LLC
DECREASED5,1275,188-61-1%$605.3K$959.0K+$353.7K2026-10-23
Redhawk Wealth Advisors, Inc.
DECREASED5,1036,228-1,125-18%$726.6K$954.5K+$227.9K2026-10-14
Mesirow Financial Investment Management, Inc.
INCREASED5,0995,090+9+0%$593.9K$953.8K+$359.9K2026-11-05
Provenance Wealth Advisors, LLC
INCREASED5,097123+4,974+4044%$14.4K$953.4K+$939.0K2026-10-30
Monument Capital Management
DECREASED5,0955,156-61-1%$601.6K$953.0K+$351.5K2026-10-09
HCR Wealth Advisors
DECREASED5,0796,639-1,560-23%$774.6K$950.0K+$175.5K2026-10-15
Latitude Advisors, LLC
DECREASED5,0705,164-94-2%$602.5K$948.3K+$345.9K2026-10-27
Thrive Wealth Management, LLC
INCREASED5,0654,824+241+5%$562.8K$947.4K+$384.6K2026-10-13
MSH Capital Advisors LLC
INCREASED5,0644,996+68+1%$582.9K$947.2K+$364.3K2026-11-03
apricus wealth, LLC
UNCHANGED5,0505,05000%$589.2K$944.6K+$355.4K2026-10-26
Impact Capital Partners LLC
INCREASED5,0414,336+705+16%$505.9K$942.9K+$437.0K2026-10-22
Blume Capital Management, Inc.
INCREASED5,0405,030+10+0%$586.9K$942.7K+$355.9K2026-10-26
Wakefield Asset Management Lllp
INCREASED5,0295,005+24+0%$583.9K$940.7K+$356.7K2026-11-05
Pinion Investment Advisors, LLC
DECREASED5,0245,321-297-6%$620.8K$939.7K+$318.9K2026-11-04
Acorn Wealth Advisors, LLC
INCREASED5,0184,657+361+8%$543.3K$938.6K+$395.2K2026-10-19
Christensen, King & Associates Investment Services, Inc.
INCREASED5,0124,962+50+1%$578.9K$937.5K+$358.6K2026-10-22
Compass Wealth Management, LLC
UNCHANGED5,0005,00000%$583.4K$935.3K+$351.9K2026-10-30
S-Bank Fund Management Ltd
INCREASED4,9724,731+241+5%$552.0K$930.0K+$378.0K2026-11-06
Northeast Investment Management
DECREASED4,9246,160-1,236-20%$718.7K$921.0K+$202.3K2026-10-30
Providence First Trust Co
NEW4,918—+4,918——$919.9K—2026-11-02
Fulcrum Equity Management
INCREASED4,9164,129+787+19%$481.7K$919.6K+$437.9K2026-10-21
WPG Advisers, LLC
INCREASED4,9154,285+630+15%$499.9K$919.4K+$419.4K2026-10-27
truNorth Financial Services, Inc.
INCREASED4,9144,849+65+1%$565.7K$919.2K+$353.4K2026-11-06
Walkner Condon Financial Advisors LLC
DECREASED4,8995,128-229-4%$598.3K$916.3K+$318.1K2026-11-02
SYM Financial Corp
INCREASED4,8984,238+660+16%$494.4K$916.1K+$421.7K2026-10-26
Signature Equity Partners, LLC
INCREASED4,8932,576+2,317+90%$300.5K$915.2K+$614.7K2026-10-29
Falcon Wealth Planning
INCREASED4,8724,686+186+4%$546.7K$911.3K+$364.6K2026-11-06
Insight Wealth Strategies, LLC
DECREASED4,8714,997-126-3%$628.3K$911.1K+$282.8K2026-10-09
Signature Estate & Investment Advisors LLC
INCREASED4,8344,444+390+9%$519.0K$904.4K+$385.4K2026-10-13
Wiregrass Investment Management LLC
DECREASED4,8305,199-369-7%$606.6K$903.4K+$296.9K2026-11-05
Wilmington Savings Fund Society, FSB
INCREASED4,8244,799+25+1%$559.9K$902.3K+$342.4K2026-10-23
Succession Financial, Inc.
INCREASED4,8152,066+2,749+133%$241.0K$900.6K+$659.6K2026-10-14
Endowment Wealth Management, Inc.
DECREASED4,8144,870-56-1%$568.1K$900.5K+$332.4K2026-11-03
Koshinski Asset Management, Inc.
DECREASED4,8004,844-44-1%$565.2K$897.9K+$332.7K2026-10-29
Smith Group Asset Management, LLC
DECREASED4,7985,025-227-5%$586.3K$897.5K+$311.2K2026-10-27
State of Wyoming
DECREASED4,7799,570-4,791-50%$1.1M$893.9K-$222.6K2026-10-28
Intelligence Driven Advisers, LLC
DECREASED4,7614,924-163-3%$574.5K$890.6K+$316.1K2026-10-09
Edge Wealth Management LLC
DECREASED4,7544,759-50%$555.2K$894.8K+$339.6K2026-10-13
VUB Generali dochodkova spravcovska spolocnost, a.s.
UNCHANGED4,7304,73000%$551.8K$884.7K+$332.9K2026-10-26
Southland Equity Partners LLC
INCREASED4,7244,093+631+15%$477.5K$883.6K+$406.1K2026-10-14
Allen Capital Group, LLC
INCREASED4,7224,098+624+15%$478.1K$883.3K+$405.1K2026-10-27
Glass Jacobson Investment Advisors llc
UNCHANGED4,6824,68200%$546.2K$875.8K+$329.5K2026-10-26
Oak Harvest Investment Services
DECREASED4,6754,730-55-1%$551.8K$874.5K+$322.6K2026-10-20
Toth Financial Advisory Corp
INCREASED4,671737+3,934+534%$86.0K$873.7K+$787.7K2026-10-08
Mattern Capital Management, LLC
DECREASED4,6614,697-36-1%$548.0K$871.8K+$323.8K2026-11-02
V-Square Quantitative Management LLC
INCREASED4,6554,221+434+10%$492.5K$870.7K+$378.3K2026-10-15
Gilpin Wealth Management, LLC
DECREASED4,6245,680-1,056-19%$662.7K$864.9K+$202.2K2026-10-09
Foundation Wealth Management, LLC
UNCHANGED4,6204,62000%$539.0K$864.2K+$325.2K2026-10-22
Clientfirst Wealth Management, LLC
UNCHANGED4,5804,58000%$534.3K$856.7K+$322.3K2026-11-04
Alessandra Capital Management, LLC
DECREASED4,5745,531-957-17%$645.3K$855.6K+$210.3K2026-10-30
Jacksonville Wealth Management, LLC
UNCHANGED4,5684,56800%$533.0K$854.5K+$321.5K2026-10-30
Tucker Asset Management LLC
DECREASED4,5455,554-1,009-18%$648.0K$850.1K+$202.2K2026-10-29
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED4,5405,006-466-9%$584.1K$849.4K+$265.3K2026-10-14
Adamsbrown Wealth Consultants LLC
DECREASED4,5306,168-1,638-27%$719.6K$847.3K+$127.7K2026-10-20
Financially Speaking Inc
DECREASED4,5265,176-650-13%$757.1K$846.6K+$89.4K2026-11-05
Legacy Trust
INCREASED4,5052,851+1,654+58%$332.6K$829.4K+$496.8K2026-11-06
Grimes & Co Wealth Management, LLC
INCREASED4,4984,319+179+4%$503.9K$841.4K+$337.5K2026-10-29
Oarsman Capital, Inc.
INCREASED4,4954,274+221+5%$498.6K$840.8K+$342.1K2026-11-05
Brucke Financial, Inc.
INCREASED4,4914,434+57+1%$517.3K$840.0K+$322.7K2026-10-23
WBI Investments, LLC
NEW4,490—+4,490——$839.9K—2026-11-05
WD Rutherford LLC
NEW4,470—+4,470——$836.1K—2026-10-26
Tritonpoint Wealth, LLC
INCREASED4,4704,169+301+7%$486.4K$836.1K+$349.7K2026-10-19
Insight Wealth Partners, LLC
DECREASED4,4644,837-373-8%$564.3K$835.0K+$270.7K2026-10-26
Earned Wealth Advisors, LLC
INCREASED4,4554,030+425+11%$470.2K$833.4K+$363.1K2026-11-06
Financial Solutions Advisory Group, Inc.
INCREASED4,4514,443+8+0%$573.3K$828.0K+$254.7K2026-10-28
Synergy Asset Management, LLC
DECREASED4,4395,232-793-15%$610.4K$830.3K+$219.9K2026-11-05
Acropolis Investment Management, LLC
INCREASED4,4214,406+15+0%$514.0K$826.9K+$312.9K2026-10-08
San Luis Wealth Advisors LLC
DECREASED4,4064,409-30%$514.4K$824.1K+$309.7K2026-10-27
Pekin Hardy Strauss, Inc.
INCREASED4,3884,038+350+9%$471.1K$820.8K+$349.7K2026-11-02
Centennial Wealth Advisory LLC
DECREASED4,3824,567-185-4%$532.8K$819.8K+$287.0K2026-10-16
Collaborative Fund Advisors, LLC
NEW4,381—+4,381——$819.5K—2026-11-02
Cap Partners, LLC
INCREASED4,3723,477+895+26%$405.7K$817.8K+$412.1K2026-10-19
Net Worth Advisory Group
INCREASED4,3663,062+1,304+43%$357.3K$829.7K+$472.5K2026-10-20
Burford Brothers, Inc.
DECREASED4,3584,360-20%$508.7K$815.2K+$306.5K2026-10-21
Triton Wealth Management, Pllc
INCREASED4,3533,772+581+15%$498.7K$748.2K+$249.4K2026-11-04
May Hill Capital, LLC
INCREASED4,3443,828+516+13%$446.6K$812.6K+$365.9K2026-11-03
Martin Capital Advisors, LLP
UNCHANGED4,3354,33500%$505.8K$810.9K+$305.1K2026-10-15
Burke & Herbert Bank & Trust Co
UNCHANGED4,3254,32500%$504.6K$809.0K+$304.4K2026-11-02
55 North Private Wealth, LLC
INCREASED4,3133,537+776+22%$412.7K$806.7K+$394.1K2026-10-20
New Wave Wealth Advisors LLC
INCREASED4,2664,061+205+5%$473.8K$890.2K+$416.4K2026-10-19
Fonville Wealth Management LLC
INCREASED4,2633,998+265+7%$466.5K$797.4K+$330.9K2026-10-28
Guardian Capital, LLC
DECREASED4,2505,309-1,059-20%$619.4K$795.0K+$175.6K2026-11-06
Thompson Davis & Co., Inc.
DECREASED4,2504,700-450-10%$548.3K$795.0K+$246.6K2026-11-05
Trellis Wealth Advisors LLC
UNCHANGED4,2454,24500%$495.3K$794.0K+$298.8K2026-10-19
Telos Capital Management, Inc.
DECREASED4,2354,378-143-3%$510.8K$792.2K+$281.4K2026-11-02
Greenspring Advisors, LLC
DECREASED4,2234,297-74-2%$501.3K$789.9K+$288.5K2026-11-05
D'Orazio & Associates, Inc.
INCREASED4,2223,874+348+9%$452.0K$789.7K+$337.7K2026-11-04
Spectrum Wealth Advisory Group, LLC
DECREASED4,2184,280-62-1%$499.3K$789.0K+$289.6K2026-10-29
Simplify Asset Management Inc.
DECREASED4,21712,021-7,804-65%$1.4M$788.8K-$613.7K2026-10-27
Rossmore Private Capital
UNCHANGED4,2064,20600%$490.7K$786.8K+$296.0K2026-10-27
Focused Alpha, LLC
NEW4,202—+4,202——$786.0K—2026-10-20
Seed Wealth Management, Inc.
UNCHANGED4,2004,20000%$490.0K$785.6K+$295.6K2026-10-20
Traveka Wealth, LLC
INCREASED4,1963,794+402+11%$442.6K$784.9K+$342.2K2026-10-19
Summit Financial Strategies, Inc.
INCREASED4,1842,509+1,675+67%$292.8K$782.5K+$489.8K2026-10-14
Jacobsen Capital Management
INCREASED4,1763,835+341+9%$447.4K$781.1K+$333.7K2026-10-27
Kornitzer Capital Management Inc
NEW4,175—+4,175——$780.9K—2026-11-03
Smith Salley Wealth Management
INCREASED4,1703,349+821+25%$390.7K$780.0K+$389.3K2026-11-03
Narus Financial Partners, LLC
INCREASED4,1683,743+425+11%$436.6K$779.6K+$343.0K2026-10-19
Veracity Capital LLC
INCREASED4,1503,477+673+19%$405.7K$776.3K+$370.6K2026-10-08
Financial Partners Group, Inc
INCREASED4,1393,822+317+8%$445.9K$774.2K+$328.3K2026-10-19
Johnson & White Wealth Management, LLC
INCREASED4,1244,062+62+2%$473.9K$771.4K+$297.5K2026-11-03
Builder Investment Group Inc
UNCHANGED4,1214,12100%$480.8K$770.8K+$290.0K2026-10-22
Wealth Alliance Advisory Group, LLC
DECREASED4,11015,974-11,864-74%$1.9M$768.7K-$1.1M2026-10-14
Leeward Financial Partners, LLC
DECREASED4,0995,223-1,124-22%$609.4K$766.7K+$157.4K2026-10-23
Alpha Wealth Funds, LLC
INCREASED4,0714,066+5+0%$474.4K$761.5K+$287.1K2026-11-05
Sard Wealth Management Group, LLC
DECREASED4,0454,800-755-16%$560.0K$756.6K+$196.6K2026-10-16
SP Asset Management LLC
UNCHANGED4,0434,04300%$471.7K$756.2K+$284.5K2026-11-05
Sunpointe, LLC
DECREASED4,0314,284-253-6%$499.8K$754.0K+$254.2K2026-10-22
Washington Trust Advisors, Inc.
INCREASED4,0293,815+214+6%$445.1K$753.7K+$308.6K2026-10-22
Williams Jones Wealth Management, Llc.
UNCHANGED4,0294,02900%$470.1K$753.6K+$283.6K2026-11-05
McMill Wealth Management
UNCHANGED4,0154,01500%$468.4K$751.0K+$282.6K2026-11-05
Lynx Investment Advisory
UNCHANGED4,0084,00800%$467.6K$749.7K+$282.1K2026-10-27
Amplius Wealth Advisors, LLC
INCREASED4,0043,449+555+16%$402.4K$749.0K+$346.6K2026-10-20
Metatron Capital Sicav plc - Metatron Long Term Equity Fund
DECREASED4,0004,493-493-11%$524.2K$748.2K+$224.0K2026-11-04
Regent Peak Wealth Advisors LLC
INCREASED3,9873,892+95+2%$454.1K$745.8K+$291.7K2026-10-13
Murphy, Middleton, Hinkle & Parker, Inc.
DECREASED3,9843,994-100%$466.0K$745.2K+$279.2K2026-10-15
Syverson Strege & Co
INCREASED3,9633,363+600+18%$392.4K$741.3K+$348.9K2026-11-02
Sweeney & Michel, LLC
INCREASED3,9523,813+139+4%$655.9K$739.2K+$83.3K2026-10-16
Chapin Davis, Inc.
INCREASED3,9413,921+20+1%$457.5K$737.2K+$279.7K2026-10-09
First Heartland Consultants, Inc.
INCREASED3,9393,438+501+15%$401.2K$736.7K+$335.5K2026-10-08
First Bank & Trust
INCREASED3,9383,775+163+4%$440.4K$736.6K+$296.2K2026-10-19
Arbor Wealth Management Llc\az
NEW3,930—+3,930——$735.1K—2026-10-20
Capital Asset Advisory Services LLC
DECREASED3,9135,228-1,315-25%$610.0K$767.6K+$157.6K2026-10-30
Birch Hill Investment Advisors LLC
DECREASED3,9004,200-300-7%$490.0K$729.5K+$239.5K2026-10-16
Howard Capital Management Group, LLC
DECREASED3,9004,000-100-2%$466.7K$729.5K+$262.8K2026-10-16
Fishman JAY A LTD
INCREASED3,8903,885+5+0%$453.3K$727.6K+$274.4K2026-10-26
Busey Bank
DECREASED3,8794,342-463-11%$506.6K$725.6K+$219.0K2026-10-26
Symmetry Partners, LLC
INCREASED3,8653,078+787+26%$359.1K$722.9K+$363.8K2026-10-27
Cabot Wealth Management Inc
UNCHANGED3,8593,85900%$450.2K$721.8K+$271.6K2026-11-05
Armstrong Advisory Group, Inc
DECREASED3,8583,985-127-3%$464.9K$721.6K+$256.7K2026-10-09
Wealth Effects LLC
DECREASED3,8574,329-472-11%$505.1K$721.5K+$216.4K2026-10-23
Eads & Heald Wealth Management
NEW3,856—+3,856——$721.3K—2026-10-29
Warren Street Wealth Advisors, LLC
DECREASED3,8253,954-129-3%$461.4K$715.6K+$254.2K2026-11-04
Marin Bay Wealth Advisors, LLC
INCREASED3,8223,021+801+27%$352.5K$714.9K+$362.4K2026-10-28
Cross Staff Investments Inc
INCREASED3,8003,300+500+15%$385.0K$710.8K+$325.8K2026-10-22
Smith Thornton Advisors LLC
DECREASED3,8003,814-140%$496.0K$710.8K+$214.8K2026-10-16
Arcadia Wealth Management, LLC
UNCHANGED3,7883,78800%$442.0K$708.6K+$266.6K2026-10-22
Galvin, Gaustad & Stein, LLC
DECREASED3,7774,946-1,169-24%$577.1K$706.5K+$129.4K2026-10-08
Arkfeld Wealth Strategies, L.L.C.
UNCHANGED3,7703,77000%$499.7K$731.8K+$232.2K2026-10-19
Meriwether Wealth & Planning, LLC
DECREASED3,7583,904-146-4%$455.5K$702.9K+$247.5K2026-10-13
Ninety One UK Ltd
NEW3,754—+3,754——$702.2K—2026-10-15
Newman Dignan & Sheerar, Inc.
DECREASED3,7473,944-197-5%$460.1K$700.9K+$240.7K2026-10-21
Cullinan Associates Inc
NEW3,741—+3,741——$699.8K—2026-11-03
Catalyst Capital Advisors LLC
INCREASED3,7363,692+44+1%$430.7K$698.8K+$268.1K2026-11-02
Private Advisory Group LLC
INCREASED3,7272,536+1,191+47%$295.9K$697.1K+$401.2K2026-11-06
Integral Investment Advisors, Inc.
DECREASED3,7144,414-700-16%$515.0K$694.7K+$179.7K2026-11-03
Moody National Bank Trust Division
INCREASED3,7093,470+239+7%$404.8K$693.8K+$288.9K2026-10-06
AMG Asset Management Group, Inc.
DECREASED3,7014,468-767-17%$521.3K$692.3K+$171.0K2026-10-21
Affinity Capital Advisors, LLC
INCREASED3,7003,015+685+23%$399.6K$773.5K+$373.9K2026-10-13
Spring Capital Management, LLC
INCREASED3,6913,500+191+5%$408.3K$690.4K+$282.1K2026-10-09
Cohen Capital Management, Inc.
INCREASED3,6873,666+21+1%$427.7K$689.7K+$261.9K2026-10-14
Obsidian CIO, LLC
INCREASED3,6803,062+618+20%$357.2K$688.3K+$331.1K2026-11-05
Mechanics Financial Corp
DECREASED3,6793,772-93-2%$440.1K$688.2K+$248.1K2026-11-05
MW Advisory, LLC
INCREASED3,6782,416+1,262+52%$281.9K$688.0K+$406.1K2026-10-19
Spartan Planning & Wealth Management
NEW3,660—+3,660——$684.5K—2026-10-13
Mid-American Wealth Advisory Group, Inc.
INCREASED3,6523,152+500+16%$367.7K$683.0K+$315.3K2026-10-21
Cooper Capital Advisors LLC
DECREASED3,6523,676-24-1%$428.9K$683.1K+$254.2K2026-10-29
AM Investment Strategies LLC
DECREASED3,6513,782-131-3%$441$683+$2422026-11-05
Financial Planning Navigators Corp
DECREASED3,6513,715-64-2%$433.4K$682.9K+$249.5K2026-10-14
Benin Management Corp
UNCHANGED3,6503,65000%$425.8K$682.7K+$256.9K2026-10-22
Fortitude Family Office, LLC
INCREASED3,641925+2,716+294%$107.9K$681.0K+$573.1K2026-10-14
Diversified Enterprises, LLC
INCREASED3,6342,335+1,299+56%$272.4K$679.7K+$407.3K2026-10-19
Welch & Forbes LLC
INCREASED3,6311,820+1,811+100%$212.3K$679.2K+$466.8K2026-11-04
Bernardo Wealth Planning LLC
NEW3,624—+3,624——$677.9K—2026-10-23
XXI Wealth, LLC
INCREASED3,6142,537+1,077+42%$296.0K$676.0K+$380.0K2026-10-22
Costello Asset Management, Inc
DECREASED3,5754,110-535-13%$479.5K$668.7K+$189.2K2026-10-30
Ejmk Ventures LLC
INCREASED3,5682,899+669+23%$338.2K$667.4K+$329.2K2026-10-21
Clark Financial Services Group Inc
INCREASED3,5553,208+347+11%$374.3K$665.0K+$290.7K2026-10-19
Yankcom Partnership
INCREASED3,5543,032+522+17%$353.7K$664.8K+$311.0K2026-10-15
Everest Financial Group LLC
INCREASED3,5503,319+231+7%$387.2K$664.0K+$276.8K2026-11-06
Variant Private Wealth, LLC
INCREASED3,5413,391+150+4%$395.6K$662.3K+$266.7K2026-10-21
Northwest Wealth Management, LLC
DECREASED3,5273,603-76-2%$420.4K$659.7K+$239.4K2026-10-30
PFC Capital Group, Inc.
INCREASED3,5203,270+250+8%$381.0K$658.4K+$277.4K2026-11-06
Equitable Trust Co
INCREASED3,5193,195+324+10%$372.8K$658.2K+$285.5K2026-10-13
Fulton Breakefield Broenniman LLC
DECREASED3,5154,160-645-15%$485.3K$657.5K+$172.1K2026-11-03
Kingdom Financial Group Llc.
INCREASED3,5143,124+390+12%$364.5K$657.4K+$292.8K2026-11-04
BigSur Wealth Management LLC
UNCHANGED3,5003,50000%$408.3K$654.7K+$246.3K2026-10-13
Ethos Capital Management, Inc.
DECREASED3,4865,134-1,648-32%$599.0K$652.1K+$53.1K2026-11-03
Patten Group, Inc.
DECREASED3,4804,028-548-14%$469.9K$650.9K+$181.0K2026-10-26
DMC Group, LLC
DECREASED3,4794,556-1,077-24%$531.5K$650.7K+$119.2K2026-10-26
Silverlake Wealth Management LLC
DECREASED3,4743,515-41-1%$410.1K$649.9K+$239.7K2026-10-21
SJS Investment Consulting Inc.
INCREASED3,4511,705+1,746+102%$198.9K$645.5K+$446.6K2026-10-26
Kimelman & Baird, LLC
INCREASED3,4503,412+38+1%$398.1K$645.3K+$247.2K2026-11-03
St. Louis Financial Planners Asset Management, LLC
DECREASED3,44925,116-21,667-86%$3.2M$595.1K-$2.7M2026-10-16
Leo Wealth, LLC
NEW3,433—+3,433——$642.1K—2026-10-26
Prentice Wealth Management LLC
DECREASED3,4323,564-132-4%$415.8K$642.0K+$226.1K2026-10-20
Aletheian Wealth Advisors LLC
INCREASED3,4302,320+1,110+48%$270.7K$641.6K+$370.9K2026-10-08
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
DECREASED3,4193,645-226-6%$425.3K$639.5K+$214.3K2026-10-21
Rubicon Advisors, GP
DECREASED3,4193,549-130-4%$414.1K$639.5K+$225.5K2026-10-23
Heritage Wealth Management, Inc.
UNCHANGED3,4163,41600%$398.5K$639.0K+$240.4K2026-10-28
Kure Advisory, LLC
DECREASED3,4143,456-42-1%$403.2K$638.6K+$235.4K2026-10-08
D.B. Root & Company, LLC
DECREASED3,3963,773-377-10%$440.2K$635.2K+$195.0K2026-11-04
RDA Financial Network
DECREASED3,3923,461-69-2%$403.8K$634.5K+$230.7K2026-10-15
Souders Financial Advisors
INCREASED3,3672,988+379+13%$348.6K$629.8K+$281.2K2026-11-03
Washington Trust Co
NEW3,366—+3,366——$629.6K—2026-10-22
Cornell Pochily Investment Advisors, Inc.
DECREASED3,3553,555-200-6%$414.8K$627.6K+$212.8K2026-10-19
Left Brain Wealth Management, LLC
NEW3,353—+3,353——$627.2K—2026-10-28
Weatherly Asset Management L. P.
DECREASED3,3523,477-125-4%$405.7K$627.1K+$221.4K2026-10-20
Center for Wealth Management Advisory
INCREASED3,3502,634+716+27%$307.3K$626.6K+$319.3K2026-10-23
Cascade Investment Group, Inc.
UNCHANGED3,3503,35000%$390.8K$626.6K+$235.8K2026-10-13
Kavar Capital Partners Group, LLC
INCREASED3,3473,136+211+7%$365.9K$626.1K+$260.2K2026-11-06
Seelaus Asset Management LLC
INCREASED3,3403,180+160+5%$371.0K$624.7K+$253.7K2026-10-14
Alliance Wealth Advisors, LLC
UNCHANGED3,3403,34000%$389.7K$624.7K+$235.1K2026-10-14
BostonPremier Wealth LLC
UNCHANGED3,3393,33900%$389.6K$624.6K+$235.0K2026-10-16
Terril Brothers, Inc.
DECREASED3,3383,358-20-1%$391.8K$624.4K+$232.6K2026-11-06
Semus Wealth Partners LLC
DECREASED3,3205,521-2,201-40%$644.2K$621.0K-$23.1K2026-10-22
Beacon Capital Management, LLC
INCREASED3,3143,016+298+10%$351.9K$619.8K+$267.9K2026-10-23
Mezzasalma Advisors, LLC
DECREASED3,3103,959-649-16%$461.9K$619.1K+$157.2K2026-10-14
Heritage Family Offices, LLP
INCREASED3,2982,778+520+19%$324.1K$616.9K+$292.8K2026-11-02
JSF Financial, LLC
DECREASED3,2943,541-247-7%$413.1K$616.1K+$203.0K2026-10-22
Gerald Baker Financial Group LLC
UNCHANGED3,2943,29400%$384.3K$616.1K+$231.8K2026-10-09
FAI Advisors, Inc.
DECREASED3,2843,291-70%$384.0K$614.3K+$230.3K2026-10-27
Advisory Solutions Group, LLC
INCREASED3,2801,757+1,523+87%$205.0K$613.5K+$408.5K2026-10-14
Bailard, Inc.
DECREASED3,2743,938-664-17%$459.4K$612.4K+$153.0K2026-10-13
Lazari Capital Management, Inc.
DECREASED3,2723,477-205-6%$405.7K$612.1K+$206.4K2026-10-20
TSG Advice Partners, LLC
NEW3,265—+3,265——$380.9K—2026-10-29
Curran Financial Partners, LLC
DECREASED3,2653,552-287-8%$414.4K$610.8K+$196.4K2026-11-04
Aurora Private Wealth, Inc.
DECREASED3,2633,441-178-5%$401.0K$610-$400.4K2026-10-20
Oakmont Investment Advisors, Inc.
DECREASED3,2603,310-50-2%$386.2K$609.8K+$223.6K2026-10-21
Outfitters Financial LLC
UNCHANGED3,2503,25000%$379.2K$607.9K+$228.7K2026-10-23
Prospera Capital Management, LLC
DECREASED3,2433,381-138-4%$448.1K$606.6K+$158.5K2026-10-19
True Private Wealth Advisors
DECREASED3,2223,256-34-1%$379.9K$602.7K+$222.8K2026-10-19
IVC Wealth Advisors LLC
INCREASED3,2093,035+174+6%$354.1K$600.2K+$246.2K2026-10-23
Lyell Wealth Management, LP
INCREASED3,2083,148+60+2%$367.3K$600.1K+$232.8K2026-10-30
Stevens Capital Partners
INCREASED3,2052,322+883+38%$271.0K$599.5K+$328.5K2026-10-29
Canopy Partners, LLC
INCREASED3,1932,607+586+22%$304.2K$597.3K+$293.1K2026-10-28
Decker Retirement Planning Inc.
INCREASED3,1853,130+55+2%$365.2K$595.8K+$230.6K2026-10-19
Regatta Capital Group, LLC
INCREASED3,1732,811+362+13%$327.9K$593.4K+$265.5K2026-10-23
Petros Family Wealth, LLC
DECREASED3,1703,241-71-2%$378.1K$592.9K+$214.8K2026-10-28
Precedent Wealth Partners, LLC
INCREASED3,1602,505+655+26%$292.2K$591.1K+$298.9K2026-10-21
Successful Portfolios LLC
INCREASED3,1523,142+10+0%$403.3K$596.3K+$192.9K2026-10-09
G&S Capital LLC
INCREASED3,1483,144+4+0%$366.8K$588.8K+$222.0K2026-10-23
Mountain Capital Investment Advisors Inc.
DECREASED3,1453,483-338-10%$406.4K$588.2K+$181.8K2026-11-06
NewSquare Capital LLC
INCREASED3,1421,848+1,294+70%$215.6K$587.7K+$372.1K2026-11-06
HMV Wealth Advisors, LLC
INCREASED3,1333,001+132+4%$350.1K$586.0K+$235.9K2026-10-27
Clearwave Capital, LLC
INCREASED3,1233,119+4+0%$363.9K$584.2K+$220.3K2026-10-27
Fairfield Financial Advisors, LTD
DECREASED3,1223,482-360-10%$406.2K$584.0K+$177.7K2026-10-14
Split Creek LLC DBA Split Creek Capital LLC
DECREASED3,1093,705-596-16%$432.3K$581.5K+$149.3K2026-11-02
Jeppson Wealth Management, LLC
DECREASED3,1053,581-476-13%$417.8K$580.8K+$163.0K2026-10-20
Benchmark Financial Wealth Advisors, LLC
INCREASED3,0702,463+607+25%$287.3K$574.2K+$286.9K2026-10-20
Asset Allocation Strategies LLC
INCREASED3,0662,981+85+3%$347.8K$573.5K+$225.7K2026-10-20
Brandywine OAK Private Wealth LLC
INCREASED3,0653,029+36+1%$353.4K$573.4K+$220.0K2026-10-23
Evansbrook LLC
INCREASED3,0612,896+165+6%$337.9K$572.6K+$234.7K2026-10-16
Sigma Investment Counselors Inc
INCREASED3,0491,868+1,181+63%$217.9K$570.3K+$352.4K2026-10-27
First Community Trust NA
UNCHANGED3,0303,03000%$353.5K$566.8K+$213.3K2026-10-07
Aspiriant, LLC
NEW3,028—+3,028——$566.4K—2026-10-16
Polaris Financial Partners
NEW3,026—+3,026——$573—2026-10-02
Aafmaa Wealth Management & Trust LLC
INCREASED3,0102,881+129+4%$336.1K$563.0K+$226.9K2026-10-14
Mission Financial Group, LLC
DECREASED3,0093,190-181-6%$372.2K$562.8K+$190.6K2026-10-21
Nicholas Hoffman & Company, Llc.
INCREASED3,0092,875+134+5%$335.4K$562.8K+$227.4K2026-10-30
JFS Wealth Advisors, LLC
INCREASED3,0093,008+1+0%$350.9K$562.8K+$211.9K2026-11-03
Avalon Capital Management
DECREASED3,0083,395-387-11%$396.1K$562.6K+$166.6K2026-11-04
Montgomery Investment Management Inc
UNCHANGED3,0073,00700%$350.8K$562.5K+$211.6K2026-10-26
Bochk Asset Management Ltd
NEW3,000—+3,000——$561.2K—2026-10-29
DecisionMap Wealth Management, LLC
INCREASED3,0002,916+84+3%$340.2K$561.2K+$220.9K2026-10-29
Curtis Advisory Group, LLC
UNCHANGED3,0003,00000%$350.0K$561.2K+$211.1K2026-10-28
Eagle Strategies LLC
DECREASED2,9893,020-31-1%$352.3K$559.1K+$206.7K2026-10-16
Ullmann Wealth Partners Group, LLC
INCREASED2,9792,706+273+10%$315.7K$557.1K+$241.5K2026-11-02
Boomfish Wealth Group, LLC
DECREASED2,9713,073-102-3%$358.5K$555.7K+$197.2K2026-10-22
UMB Private Wealth Management, LLC
NEW2,966—+2,966——$554.8K—2026-10-19
Jessup Wealth Management, Inc
INCREASED2,9652,650+315+12%$309.2K$554.6K+$245.4K2026-10-20
Fort Washington Investment Advisors Inc
UNCHANGED2,9612,96100%$345.5K$553.9K+$208.4K2026-10-15
Wealthcare Capital Partners, LLC
INCREASED2,9502,713+237+9%$316.5K$551.8K+$235.3K2026-10-21
Steel Grove Capital Advisors, LLC
INCREASED2,9352,835+100+4%$330.8K$549.0K+$218.2K2026-10-13
Confluence Wealth Services, Inc.
DECREASED2,9263,914-988-25%$456.6K$547.3K+$90.7K2026-11-05
Andrews Advisory Associates, LLC
INCREASED2,9132,788+125+4%$325.3K$544.9K+$219.6K2026-10-15
Novem Group
DECREASED2,9103,274-364-11%$382.0K$544.3K+$162.3K2026-10-19
Todd Wealth Management, LLC
DECREASED2,9092,929-20-1%$341.7K$544.1K+$202.4K2026-10-19
Solstein Capital, LLC
UNCHANGED2,9072,90700%$339.2K$543.8K+$204.6K2026-11-02
Strategic Family Wealth Counselors, L.L.C.
DECREASED2,8952,928-33-1%$341.6K$541.5K+$199.9K2026-10-29
Mainstream Capital Management LLC
INCREASED2,8931,926+967+50%$224.7K$541.1K+$316.4K2026-10-23
Silver Grove Financial Group, Inc.
INCREASED2,8912,443+448+18%$285.0K$540.8K+$255.7K2026-11-05
15 Wealth Advisors LLC
NEW2,884—+2,884——$539.5K—2026-10-14
KPP Advisory Services LLC
DECREASED2,8834,656-1,773-38%$543.2K$539.2K-$4.0K2026-10-26
EdgeRock Capital LLC
INCREASED2,8832,722+161+6%$317.6K$539.3K+$221.7K2026-11-03
Center For Asset Management LLC
INCREASED2,8742,690+184+7%$313.8K$537.5K+$223.7K2026-10-16
Summit Securities Group LLC
INCREASED2,873600+2,273+379%$70.0K$537.4K+$467.4K2026-11-05
Enterprise Financial Services Corp
INCREASED2,8722,518+354+14%$293.8K$537.2K+$243.4K2026-11-03
Pilgrim Partners Asia Pte Ltd
DECREASED2,8705,470-2,600-48%$638.2K$536.8K-$101.4K2026-10-29
Connecticut Wealth Management, LLC
DECREASED2,8653,059-194-6%$356.9K$535.9K+$179.0K2026-10-13
Essex Bank
INCREASED2,8602,586+274+11%$301.7K$535.0K+$233.3K2026-10-16
Aldebaran Financial Inc.
DECREASED2,8572,897-40-1%$338.0K$534.4K+$196.4K2026-11-06
Blue Fin Capital, Inc.
UNCHANGED2,8492,84900%$332.4K$532.9K+$200.5K2026-10-28
Prescott Group Capital Management, L.L.C.
UNCHANGED2,8452,84500%$331.9K$532.2K+$200.2K2026-10-30
Gemmer Asset Management LLC
DECREASED2,8423,227-385-12%$376.5K$531.6K+$155.1K2026-10-16
Hubbell Strickland Wealth Management, LLC
INCREASED2,8322,817+15+1%$328.6K$529.8K+$201.2K2026-10-29
Northland Securities, Inc.
DECREASED2,8303,563-733-21%$415.7K$529.4K+$113.7K2026-11-02
GoalVest Advisory LLC
DECREASED2,8302,888-58-2%$336.9K$529.4K+$192.4K2026-10-02
Unique Wealth Strategies, LLC
UNCHANGED2,8202,82000%$329.0K$329.0K$02026-10-13
City Center Advisors, LLC
INCREASED2,8142,495+319+13%$291.1K$526.4K+$235.3K2026-10-08
Ballast, Inc.
INCREASED2,8121,998+814+41%$233.1K$526.0K+$292.9K2026-10-20
DeDora Capital, Inc.
INCREASED2,8092,729+80+3%$318.4K$525.4K+$207.0K2026-10-26
Raleigh Capital Management Inc.
INCREASED2,8012,737+64+2%$319.4K$524.0K+$204.6K2026-10-28
Legacy Financial Independent Advisors LLC
DECREASED2,7904,148-1,358-33%$483.9K$521.9K+$37.9K2026-11-02
Emergent Wealth Advisors, LLC
DECREASED2,7872,792-50%$325.7K$521.3K+$195.6K2026-10-09
Flynn Zito Capital Management, LLC
INCREASED2,7822,599+183+7%$303.2K$520.4K+$217.1K2026-11-04
Scissortail Wealth Management, LLC
INCREASED2,7782,477+301+12%$289.0K$519.6K+$230.6K2026-11-03
Kingsbury Capital Investment Advisors LLC
DECREASED2,7754,246-1,471-35%$495.4K$519.1K+$23.7K2026-10-20
Avaii Wealth Management, LLC
INCREASED2,7742,760+14+1%$322.0K$523.6K+$201.6K2026-10-09
Legacy Advisors, LLC
DECREASED2,7733,011-238-8%$351.3K$518.6K+$167.3K2026-10-19
Pathway Financial Advisers, LLC
INCREASED2,7622,281+481+21%$266.1K$516.7K+$250.6K2026-10-27
Stonekeep Investments, LLC
INCREASED2,7592,659+100+4%$310$516.1K+$515.7K2026-10-15
Arvest Investments, Inc.
DECREASED2,7512,774-23-1%$323.6K$514.6K+$190.9K2026-10-21
Certified Advisory Corp
DECREASED2,7432,901-158-5%$338.4K$513.0K+$174.6K2026-10-29
Shah Wealth Advisors, LLC
NEW2,732—+2,732——$511.0K—2026-11-06
Elevation Wealth Management LLC
INCREASED2,7302,446+284+12%$285.3K$510.6K+$225.3K2026-11-02
Whitener Capital Management, Inc.
INCREASED2,7302,561+169+7%$298.8K$510.6K+$211.9K2026-10-15
Unique Wealth, LLC
INCREASED2,7042,693+11+0%$314.2K$505.8K+$191.6K2026-10-16
Blodgett Wealth Advisors, LLC
DECREASED2,7004,760-2,060-43%$555.4K$505.0K-$50.3K2026-10-23
Wealth Dimensions Group, Ltd.
INCREASED2,7002,609+91+3%$304.4K$505.0K+$200.7K2026-11-02
Peck Wealth Management, LLC
UNCHANGED2,7002,70000%$315.0K$505.0K+$190.0K2026-10-29
Howland Capital Management LLC
INCREASED2,6942,657+37+1%$310.0K$503.9K+$193.9K2026-10-22
Warwick Investment Management, Inc.
INCREASED2,6912,618+73+3%$305.4K$503.4K+$197.9K2026-10-19
TKG Advisors, LLC
DECREASED2,6902,813-123-4%$328.2K$503.2K+$175.0K2026-11-02
Patten & Patten Inc
INCREASED2,6812,556+125+5%$298.2K$501.5K+$203.3K2026-10-26
NBH Bank
INCREASED2,6772,520+157+6%$294.0K$500.7K+$206.7K2026-11-05
Texas Bank & Trust Co
INCREASED2,6772,662+15+1%$310.6K$500.7K+$190.2K2026-11-04
Univest Financial Corp
INCREASED2,6722,474+198+8%$288.6K$499.8K+$211.2K2026-11-05
Stirlingshire Investments, Inc.
INCREASED2,6512,064+587+28%$240.8K$495.9K+$255.1K2026-11-05
Rasp Wealth Solutions, LLC
INCREASED2,6462,638+8+0%$307.8K$495.0K+$187.2K2026-11-06
Central Valley Advisors, LLC
DECREASED2,6417,921-5,280-67%$924.1K$494.0K-$430.1K2026-10-27
Montis Financial, LLC
DECREASED2,6383,062-424-14%$357.2K$493.4K+$136.2K2026-11-04
Folger Nolan Fleming Douglas Capital Management, Inc
DECREASED2,6152,635-20-1%$307.4K$489.1K+$181.7K2026-10-13
LifeWealth Investments, LLC
DECREASED2,6142,734-120-4%$319.0K$489.0K+$170.0K2026-10-21
Wealth Analytics Partners, LLC
INCREASED2,6142,564+50+2%$342.9K$488.9K+$146.0K2026-10-19
Farmers & Merchants Investments Inc
DECREASED2,6012,677-76-3%$312.3K$486.5K+$174.2K2026-10-22
Sanders Morris Harris LLC
NEW2,600—+2,600——$487.9K—2026-10-14
Pathway Wealth Management LLC
UNCHANGED2,6002,60000%$303.3K$486.3K+$183.0K2026-10-19
WMS Group LLC
UNCHANGED2,6002,60000%$303.3K$486.3K+$183.0K2026-11-06
LongView Wealth Management
DECREASED2,5982,798-200-7%$326.4K$486.0K+$159.5K2026-10-19
Winter & Associates, Inc.
INCREASED2,5972,588+9+0%$301.9K$500.2K+$198.2K2026-10-23
Financial Perspectives, Inc
UNCHANGED2,5972,59700%$303.0K$485.8K+$182.8K2026-11-03
Chris Bulman Inc
INCREASED2,5852,457+128+5%$286.7K$483.5K+$196.9K2026-10-20
Hobart Private Capital, LLC
INCREASED2,5782,336+242+10%$272.5K$482.2K+$209.7K2026-10-19
Prevail Innovative Wealth Advisors, LLC
INCREASED2,5731,800+773+43%$210.0K$499.5K+$289.5K2026-10-20
Adelphi Trust Co
INCREASED2,5612,520+41+2%$294.0K$479.0K+$185.0K2026-10-05
Oak Barrel Wealth Advisory LLC
UNCHANGED2,5612,56100%$298.8K$479.0K+$180.2K2026-11-05
Hengehold Capital Management LLC
INCREASED2,5421,988+554+28%$232.0K$475.4K+$243.5K2026-10-16
Fogel Capital Management, Inc.
INCREASED2,5402,220+320+14%$259.0K$475.1K+$216.1K2026-11-04
Parkway Wealth Management Group, LLC
DECREASED2,52227,353-24,831-91%$3.2M$471.7K-$2.7M2026-10-20
OFC Financial Planning, LLC
DECREASED2,5202,535-15-1%$295.8K$471.4K+$175.6K2026-11-06
Capital Advisors, Ltd. LLC
INCREASED2,5162,330+186+8%$272$471+$1992026-10-27
Saxony Capital Management, LLC
DECREASED2,5122,992-480-16%$349.1K$469.9K+$120.8K2026-10-15
Redwood Family Wealth LLC
INCREASED2,5112,467+44+2%$287.8K$469.7K+$181.9K2026-10-20
Poehling Capital Management, Inc.
DECREASED2,5082,558-50-2%$298.4K$469.1K+$170.7K2026-10-20
SS&H Financial Advisors, Inc.
UNCHANGED2,5002,50000%$292.0K$468-$291.5K2026-10-28
Washington Growth Strategies LLC
UNCHANGED2,4982,49800%$291.4K$467.3K+$175.8K2026-10-19
Eubel Brady & Suttman Asset Management Inc
INCREASED2,4972,447+50+2%$285.0K$467-$284.5K2026-11-04
Sherman Asset Management, Inc.
INCREASED2,48678+2,408+3087%$9.1K$465.0K+$455.9K2026-11-05
Syntegra Private Wealth Group, LLC
DECREASED2,4862,779-293-11%$324.2K$465.0K+$140.8K2026-10-13
Oak Grove Capital LLC
NEW2,485—+2,485——$464.8K—2026-10-09
Atala Financial Inc
UNCHANGED2,4812,48100%$289.5K$464.1K+$174.6K2026-10-22
Sutton Place Investors LLC
INCREASED2,4802,310+170+7%$269.5K$463.9K+$194.4K2026-10-20
Biltmore Family Office, LLC
NEW2,475—+2,475——$462.9K—2026-11-03
Wealth Intelligence, LLC
INCREASED2,4592,368+91+4%$276.3K$460.0K+$183.7K2026-10-16
Albion Financial Group
INCREASED2,4551,410+1,045+74%$164.5K$459.2K+$294.7K2026-10-21
Herold Advisors, Inc.
DECREASED2,4462,744-298-11%$320.0K$457.5K+$137.5K2026-10-19
Channel Wealth LLC
INCREASED2,4362,381+55+2%$277.8K$455.7K+$177.9K2026-11-06
Ballast Rock Private Wealth LLC
DECREASED2,4352,585-150-6%$301.6K$455.5K+$153.9K2026-10-26
Meritas Wealth Management, LLC
UNCHANGED2,4352,43500%$284.1K$455.5K+$171.4K2026-10-14
Aviance Capital Partners, LLC
INCREASED2,4342,421+13+1%$282.4K$455.2K+$172.8K2026-10-29
Gould Asset Management LLC
INCREASED2,4302,391+39+2%$279.0K$454.5K+$175.6K2026-11-06
Uptick Partners, LLC
INCREASED2,4132,199+214+10%$256.6K$451.3K+$194.7K2026-11-04
Axxion S.A.
UNCHANGED2,4102,41000%$281.2K$450.8K+$169.6K2026-10-22
Avion Wealth
INCREASED2,4092,185+224+10%$254.0K$450-$253.6K2026-11-04
SeaBridge Investment Advisors LLC
NEW2,404—+2,404——$449.7K—2026-11-02
Bill Few Associates, Inc.
DECREASED2,4022,702-300-11%$315.2K$449.3K+$134.1K2026-10-09
Jmac Enterprises LLC
NEW2,400—+2,400——$448.9K—2026-10-30
Winthrop Advisory Group LLC
INCREASED2,3902,054+336+16%$239.6K$447.1K+$207.4K2026-10-22
ProVise Management Group, LLC
DECREASED2,3853,440-1,055-31%$401.3K$446.1K+$44.8K2026-11-06
Blue Bell Private Wealth Management, LLC
INCREASED2,3791,981+398+20%$231.2K$445.1K+$213.9K2026-10-29
Jacobs & Co
DECREASED2,3772,387-100%$278$444+$1662026-10-09
Intesa Sanpaolo Wealth Management
DECREASED2,3643,649-1,285-35%$425.7K$442.2K+$16.5K2026-10-28
Paragon Private Wealth Management, LLC
DECREASED2,3583,487-1,129-32%$406.8K$441.1K+$34.2K2026-10-20
Glass Wealth Management Co LLC
INCREASED2,3452,307+38+2%$269.2K$438.6K+$169.5K2026-10-28
Quantum Financial Planning Services, Inc.
DECREASED2,3442,444-100-4%$285.1K$438.4K+$153.3K2026-10-14
Tortoise Investment Management, LLC
INCREASED2,3332,181+152+7%$254.5K$436.4K+$181.9K2026-11-06
Kennebec Savings Bank
INCREASED2,3282,119+209+10%$247.2K$435.5K+$188.2K2026-10-22
BOS Asset Management, LLC
UNCHANGED2,3262,32600%$271.4K$435.1K+$163.7K2026-10-09
American Institute for Advanced Investment Management, LLP
UNCHANGED2,3202,32000%$270.7K$434.0K+$163.3K2026-11-03
First County Bank
INCREASED2,3162,160+156+7%$252.0K$433.2K+$181.2K2026-10-13
Weaver Consulting Group
DECREASED2,31522,006-19,691-89%$2.6M$433.0K-$2.1M2026-10-07
Halter Ferguson Financial Inc.
INCREASED2,3072,177+130+6%$254.0K$431.5K+$177.6K2026-10-21
Total Wealth Planning & Management, Inc.
INCREASED2,3022,019+283+14%$235.6K$430.6K+$195.0K2026-10-23
RAM Investment Partners, LLC
INCREASED2,3002,225+75+3%$259.6K$430.2K+$170.6K2026-10-21
ACT Advisors, Llc.
INCREASED2,2991,949+350+18%$227.4K$430.0K+$202.6K2026-10-15
Worth Financial Advisory Group, LLC
DECREASED2,2992,377-78-3%$277.3K$430.0K+$152.7K2026-10-19
IFC & Insurance Marketing, Inc.
DECREASED2,2992,349-50-2%$274.1K$430.0K+$156.0K2026-10-16
Chemistry Wealth Management LLC
DECREASED2,2823,337-1,055-32%$389.3K$426.8K+$37.5K2026-10-16
Sage Rhino Capital LLC
INCREASED2,2822,045+237+12%$238.6K$426.8K+$188.2K2026-10-28
PVG Asset Management Corp
DECREASED2,27915,503-13,224-85%$1.8M$426.3K-$1.4M2026-10-19
Opinicus Capital, Inc.
INCREASED2,2762,223+53+2%$259.4K$425.7K+$166.4K2026-10-28
Gaddis Premier Wealth Advisors LLC
DECREASED2,2762,310-34-1%$269.5K$425.7K+$156.2K2026-10-29
RBA Wealth Management, LLC
NEW2,262—+2,262——$423.1K—2026-10-28
Endeavor Private Wealth, Inc.
INCREASED2,2512,025+226+11%$236.3K$421.0K+$184.8K2026-11-05
Pinnacle Financial Group, LLC / IL
INCREASED2,2482,192+56+3%$255.7K$420.5K+$164.7K2026-10-29
First Command Advisory Services, Inc.
INCREASED2,2441,359+885+65%$158.6K$419.7K+$261.2K2026-11-05
Motive Wealth Advisors
INCREASED2,2371,811+426+24%$211.3K$418.4K+$207.1K2026-10-26
Clear Investment Research, LLC
INCREASED2,2332,190+43+2%$255.5K$417.7K+$162.2K2026-11-06
Mine & Arao Wealth Creation & Management, Llc.
INCREASED2,2252,100+125+6%$245.0K$416.2K+$171.2K2026-10-29
Montz Harcus Wealth Management LLC
INCREASED2,2242,203+21+1%$257.0K$416.0K+$159.0K2026-10-09
Edgemoor Investment Advisors, Inc.
INCREASED2,2212,175+46+2%$253.8K$415.4K+$161.7K2026-11-03
Schneider Downs Wealth Management Advisors, LP
NEW2,215—+2,215——$414.3K—2026-10-27
Beese Fulmer Investment Management, Inc.
INCREASED2,2112,127+84+4%$248.2K$413.6K+$165.4K2026-10-23
Smallwood Wealth Investment Management, LLC
INCREASED2,2092,171+38+2%$253.3K$413.2K+$159.9K2026-10-30
Grey Fox Wealth Advisors, LLC
NEW2,207—+2,207——$412.8K—2026-11-03
GGM Financial LLC
INCREASED2,1931,981+212+11%$231.1K$410.2K+$179.1K2026-11-05
Darden Wealth Group Inc
INCREASED2,1932,128+65+3%$248.3K$410.2K+$161.9K2026-11-06
Friday Financial
INCREASED2,1921,644+548+33%$220.9K$416.6K+$195.7K2026-10-09
Droms Strauss Advisors Inc
UNCHANGED2,1922,19200%$255.7K$410.0K+$154.3K2026-11-03
Crusonia Wealth Advisors LLC
NEW2,185—+2,185——$408.7K—2026-10-26
Clark Asset Management, LLC
NEW2,172—+2,172——$406.3K—2026-10-19
AMI Asset Management Corp
INCREASED2,1642,119+45+2%$247.2K$404.8K+$157.6K2026-10-20
Institute for Wealth Management, Llc.
INCREASED2,1592,131+28+1%$248.6K$403.9K+$155.3K2026-11-06
Lantz Financial LLC
INCREASED2,1521,951+201+10%$227.6K$402.5K+$174.9K2026-10-15
Commerce Advisors, LLC
INCREASED2,1502,098+52+2%$244.8K$402.2K+$157.4K2026-10-19
Brown Wealth Management, LLC
INCREASED2,1481,719+429+25%$200.6K$401.8K+$201.2K2026-10-20
Seven Mile Advisory
DECREASED2,1362,195-59-3%$256.1K$399.6K+$143.5K2026-10-22
High Net Worth Advisory Group LLC
INCREASED2,1321,831+301+16%$213.6K$398.8K+$185.2K2026-10-26
Samalin Investment Counsel, LLC
INCREASED2,1302,105+25+1%$245.5K$398.3K+$152.8K2026-10-23
Naples Global Advisors, LLC
DECREASED2,1233,573-1,450-41%$416.8K$397.1K-$19.8K2026-11-05
KCM Investment Advisors LLC
NEW2,117—+2,117——$396.1K—2026-10-27
Aegis Wealth Management, Inc.
DECREASED2,1172,616-499-19%$305.2K$396.0K+$90.8K2026-10-26
Owl Creek Wealth Partners LLC
INCREASED2,1151,968+147+7%$229.6K$395.6K+$166.0K2026-10-20
Breakwater Investment Management
INCREASED2,1112,092+19+1%$244.1K$394.9K+$150.8K2026-10-20
Investmark Advisory Group LLC
INCREASED2,1091,855+254+14%$216.4K$394.5K+$178.1K2026-10-27
Jackson Creek Investment Advisors LLC
DECREASED2,1032,242-139-6%$276$393+$1172026-11-04
Centerpoint Advisors, LLC
DECREASED2,0932,192-99-5%$256.0K$391-$255.6K2026-11-05
Nadler Financial Group, Inc.
UNCHANGED2,0922,09200%$244.1K$391.3K+$147.2K2026-10-23
Five Oceans Advisors
INCREASED2,0851,905+180+9%$222.3K$390.0K+$167.7K2026-10-22
GW Henssler & Associates LTD
INCREASED2,0792,026+53+3%$236.4K$388.9K+$152.5K2026-10-26
LexAurum Advisors, LLC
NEW2,068—+2,068——$386.8K—2026-10-19
Cathy Pareto & Associates, Inc
DECREASED2,0662,116-50-2%$246.6K$386.4K+$139.8K2026-10-15
Ddfg, Inc
UNCHANGED2,0662,06600%$241.0K$386.4K+$145.4K2026-10-15
Global View Capital Management LLC
DECREASED2,0652,252-187-8%$262.7K$386.3K+$123.5K2026-10-28
Michels Family Financial, LLC
INCREASED2,0641,874+190+10%$218.6K$386.1K+$167.4K2026-11-02
Manchester Capital Management LLC
DECREASED2,0552,219-164-7%$258.9K$384.4K+$125.5K2026-10-22
CMG Global Holdings, LLC
UNCHANGED2,0552,05500%$239.8K$384.4K+$144.6K2026-10-14
Demars Financial Group, LLC
INCREASED2,0542,000+54+3%$233.4K$384.3K+$150.9K2026-10-22
Black Diamond Financial, LLC
DECREASED2,0527,852-5,800-74%$916.1K$383.8K-$532.3K2026-10-26
Capstone Wealth Management Group, Inc.
UNCHANGED2,0502,05000%$239.2K$383.5K+$144.3K2026-10-19
Tsfg, LLC
DECREASED2,0454,929-2,884-59%$575.0K$383-$574.6K2026-10-23
AA Financial Advisors, LLC
INCREASED2,0372,020+17+1%$235.7K$381.0K+$145.3K2026-10-19
Beaumont Financial Advisors, LLC
DECREASED2,0362,186-150-7%$255.0K$380.8K+$125.8K2026-10-22
Life Planning Partners, Inc
DECREASED2,0342,143-109-5%$250.0K$380.5K+$130.4K2026-10-28
W.G. Shaheen & Associates DBA Whitney & Co
INCREASED2,0332,001+32+2%$233.5K$380.3K+$146.8K2026-11-03
Salomon & Ludwin, LLC
DECREASED2,0312,121-90-4%$266.7K$379.9K+$113.2K2026-10-29
Hartford Financial Management Inc.
INCREASED2,0301,930+100+5%$225.2K$379.7K+$154.5K2026-10-21
CFM Wealth Partners LLC
INCREASED2,0301,937+93+5%$226.0K$379.7K+$153.7K2026-11-05
Activest Wealth Management
DECREASED2,0302,053-23-1%$239.5K$379.7K+$140.2K2026-10-15
First Affirmative Financial Network
NEW2,026—+2,026——$379.0K—2026-10-21
Hoxton Planning & Management, LLC
NEW2,025—+2,025——$378.8K—2026-10-15
Summit Financial Wealth Advisors, LLC
NEW2,015—+2,015——$376.9K—2026-10-15
Quaker Wealth Management, LLC
DECREASED2,0132,067-54-3%$241.2K$376.5K+$135.4K2026-10-22
Avantra Family Wealth, Inc.
NEW2,006—+2,006——$375.3K—2026-10-20
Hunter Associates Investment Management LLC
NEW2,003—+2,003——$374—2026-10-26
Whelan Financial
NEW2,002—+2,002——$374.5K—2026-10-28
Merrion Investment Management Co, LLC
UNCHANGED2,0002,00000%$233.3K$374.1K+$140.8K2026-10-16
Shore Point Advisors, LLC
UNCHANGED2,0002,00000%$233.3K$374.1K+$140.8K2026-10-14
Integrity Investment Advisors, LLC
INCREASED1,9961,848+148+8%$215.6K$373.4K+$157.7K2026-11-03
Market Street Wealth Management Advisors LLC
NEW1,994—+1,994——$373.0K—2026-10-09
Rinkey Investments
INCREASED1,9841,789+195+11%$208.7K$371.1K+$162.4K2026-10-28
Iron Financial LLC
DECREASED1,9772,017-40-2%$235.3K$369.8K+$134.5K2026-10-23
Sage Investment Advisers LLC
INCREASED1,9751,900+75+4%$221.7K$369.4K+$147.8K2026-10-21
Legacy Wealth Management, LLC / MS
NEW1,964—+1,964——$367.4K—2026-10-30
Pinkerton Wealth, LLC
INCREASED1,9591,423+536+38%$208.2K$366.4K+$158.3K2026-10-29
Brian LOW Financial Group, LLC
INCREASED1,9561,923+33+2%$224.4K$365.9K+$141.5K2026-10-28
James T. Borello RIA
DECREASED1,9552,015-60-3%$235.1K$365.7K+$130.6K2026-10-16
TSA Wealth Managment LLC
NEW1,952—+1,952——$365.1K—2026-10-22
Quantify Chaos Advisors, LLC
NEW1,941—+1,941——$363.1K—2026-11-04
Hoge Financial Services, LLC
NEW1,930—+1,930——$361.9K—2026-11-05
Asset Planning,Inc
UNCHANGED1,9301,93000%$225.2K$361.0K+$135.8K2026-10-26
Trueblood Wealth Management, LLC
INCREASED1,9251,918+7+0%$223.8K$360.1K+$136.3K2026-10-23
Fearless Solutions, LLC dba Best Invest
DECREASED1,9212,205-284-13%$257.3K$359.3K+$102.1K2026-10-14
Centerpoint Advisory Group
DECREASED1,9201,990-70-4%$232.2K$359.1K+$127.0K2026-10-23
DLK Investment Management, LLC
NEW1,918—+1,918——$358.8K—2026-10-09
Granite Islands Private Wealth, LLC
DECREASED1,9151,928-13-1%$225.0K$358.2K+$133.3K2026-10-16
Tennessee Valley Asset Management Partners
UNCHANGED1,9081,90800%$222.6K$356.9K+$134.3K2026-11-03
Sierra Summit Advisors LLC
NEW1,904—+1,904——$356.1K—2026-10-28
Plan A Wealth LLC
INCREASED1,9041,753+151+9%$204.5K$356.1K+$151.6K2026-10-08
Chilton Capital Management LLC
DECREASED1,8982,039-141-7%$237.9K$355.0K+$117.1K2026-10-28
Kaufman Rossin Wealth, LLC
NEW1,892—+1,892——$353.9K—2026-10-19
J. L. Bainbridge & Co., Inc.
DECREASED1,8881,938-50-3%$226.1K$353.2K+$127.0K2026-10-20
KOM Wealth Management Group, LLC
INCREASED1,8841,881+3+0%$219.4K$352.4K+$132.9K2026-10-15
Grove Bank & Trust
INCREASED1,8691,677+192+11%$195.7K$349.6K+$153.9K2026-10-08
Griffin Asset Management, Inc.
NEW1,867—+1,867——$349.2K—2026-10-22
Kelleher Financial Advisors
DECREASED1,8674,726-2,859-60%$551.4K$349.2K-$202.2K2026-10-30
RMR Capital Management, LLC
UNCHANGED1,8671,86700%$217.8K$349.2K+$131.4K2026-10-23
West Paces Advisors Inc.
DECREASED1,8611,864-30%$217.5K$348.1K+$130.6K2026-10-13
Cushing Capital Partners, LLC
NEW1,856—+1,856——$347.2K—2026-10-20
Elevation Wealth Partners, LLC
INCREASED1,8491,822+27+1%$212.6K$345.9K+$133.3K2026-10-07
Advisory Advocates, LLC
NEW1,845—+1,845——$345.2K—2026-11-05
Alpine Bank Wealth Management
DECREASED1,8421,958-116-6%$228.4K$344.5K+$116.1K2026-10-16
Single Point Partners, LLC
DECREASED1,8421,942-100-5%$226.6K$344.5K+$118.0K2026-10-19
Goldenstone Wealth Management LLC
NEW1,840—+1,840——$344.1K—2026-11-04
WT Wealth Management
DECREASED1,8393,001-1,162-39%$350.1K$344.0K-$6.1K2026-10-13
ETF Store, Inc.
DECREASED1,8361,997-161-8%$233.0K$343.4K+$110.4K2026-10-19
Woodard & Co Asset Management Group Inc
DECREASED1,8338,446-6,613-78%$985.4K$342.9K-$642.5K2026-11-03
Vista Investment Partners II, LLC
INCREASED1,8331,742+91+5%$203.2K$342.9K+$139.6K2026-10-15
Weinberger Asset Management, Inc
INCREASED1,8321,763+69+4%$217.0K$342.7K+$125.7K2026-10-28
Cherrydale Wealth Management, LLC
NEW1,827—+1,827——$341.7K—2026-10-20
Tortuga Wealth Management, Inc
DECREASED1,8278,806-6,979-79%$1.0M$341.7K-$685.7K2026-10-27
Tenon Financial LLC
NEW1,826—+1,826——$341.6K—2026-10-14
Gradient Capital Advisors, LLC
NEW1,824—+1,824——$341.2K—2026-10-21
RKL Wealth Management LLC
NEW1,819—+1,819——$340.2K—2026-10-16
6th Street Advisors, LLC
DECREASED1,8142,035-221-11%$237.4K$339.3K+$101.9K2026-10-14
Tanager Wealth Management LLP
NEW1,811—+1,811——$338.7K—2026-10-19
Commons Capital, LLC
NEW1,804—+1,804——$337.4K—2026-11-05
Finivi Inc.
DECREASED1,8011,829-28-2%$213.4K$336.9K+$123.5K2026-10-13
McKinley Carter Wealth Services, Inc.
NEW1,797—+1,797——$336.1K—2026-10-16
Advisor Resource Council
DECREASED1,7961,987-191-10%$260.6K$340.2K+$79.6K2026-11-05
Clear Wave Wealth Management LLC
NEW1,790—+1,790——$334.8K—2026-11-04
Gibraltar Capital Management, Inc.
INCREASED1,7881,735+53+3%$202.4K$334.4K+$132.0K2026-10-27
Balance Wealth Partners LLC
DECREASED1,7841,995-211-11%$232.8K$333.7K+$100.9K2026-10-27
Chatham Capital Group, Inc.
DECREASED1,7801,870-90-5%$218.2K$332.9K+$114.8K2026-10-16
Nixon Peabody Trust Co
INCREASED1,7761,735+41+2%$202.4K$332.2K+$129.8K2026-10-23
Twelve Points Wealth Management LLC
DECREASED1,7711,958-187-10%$228.4K$326.0K+$97.6K2026-11-03
Hummer Financial Advisory Services Inc
UNCHANGED1,7701,77000%$206.5K$331.1K+$124.6K2026-10-09
Astra Wealth Partners LLC
NEW1,766—+1,766——$330.3K—2026-11-06
Matrix Asset Advisors Inc
DECREASED1,7632,063-300-15%$240.7K$329.8K+$89.1K2026-10-13
B.O.S.S. Retirement Advisors, LLC
NEW1,758—+1,758——$328.8K—2026-10-26
CMH Wealth Management LLC
DECREASED1,7562,056-300-15%$239.9K$328.5K+$88.6K2026-10-22
Community Bank & Trust, Waco, Texas
UNCHANGED1,7501,75000%$204.0K$327-$203.7K2026-10-19
Trust Co of Vermont
INCREASED1,7491,227+522+43%$143.2K$327.2K+$184.0K2026-10-21
Wolff Wiese Magana LLC
INCREASED1,7401,738+2+0%$202.8K$325.5K+$122.7K2026-10-15
Founders Grove Wealth Partners, LLC
NEW1,732—+1,732——$324.0K—2026-10-16
Seven Hills Financial, LLC
NEW1,732—+1,732——$324.0K—2026-10-13
Lotus Asset Management LLC
NEW1,725—+1,725——$322.7K—2026-10-14
Quattro Financial Advisors LLC
NEW1,725—+1,725——$322.7K—2026-10-15
Foronjy Financial LLC
DECREASED1,7211,984-263-13%$231.5K$321.9K+$90.4K2026-10-14
Fortitude Advisory Group L.L.C.
INCREASED1,7201,718+2+0%$200.4K$321.7K+$121.3K2026-10-15
PUREfi Wealth, LLC
NEW1,716—+1,716——$321.0K—2026-10-19
Dillon & Associates Inc
UNCHANGED1,7101,71000%$200.0K$320-$199.7K2026-10-22
Raab & Moskowitz Asset Management LLC
NEW1,709—+1,709——$319.7K—2026-11-02
Milestone Asset Management Group, LLC
NEW1,707—+1,707——$319.4K—2026-10-20
Essential Partners LLC
DECREASED1,7071,710-30%$199.5K$319.3K+$119.8K2026-10-14
Eurizon SLJ Capital Ltd
DECREASED1,7052,056-351-17%$239.9K$318.9K+$79.0K2026-11-06
Graetz Wealth LLC
DECREASED1,7022,031-329-16%$237.0K$318.3K+$81.3K2026-10-27
Woodward Diversified Capital, LLC
NEW1,700—+1,700——$318.0K—2026-10-21
Collaborative Capital Advisors LLC
NEW1,688—+1,688——$315.7K—2026-11-06
Hurley Capital, LLC
INCREASED1,6881,649+39+2%$192.4K$315.7K+$123.4K2026-11-05
Virtue Asset Management LLC
NEW1,683—+1,683——$314.9K—2026-10-21
Hughes Financial Services, LLC
INCREASED1,6821,501+181+12%$175.1K$330.4K+$155.3K2026-10-30
Financial Security Advisor, Inc.
NEW1,681—+1,681——$314.4K—2026-11-03
Artesa Financial Group, LLC
NEW1,675—+1,675——$313.3K—2026-10-29
Opal Wealth Advisors, LLC
NEW1,671—+1,671——$312.6K—2026-10-16
Elco Management Co., LLC
DECREASED1,6661,935-269-14%$225.8K$311.6K+$85.9K2026-10-14
Atlas Wealth Partners, LLC
NEW1,665—+1,665——$311.4K—2026-11-03
PCG Asset Management, LLC
NEW1,663—+1,663——$311.1K—2026-11-05
Vision Financial Markets LLC
DECREASED1,6571,882-225-12%$234.8K$315.1K+$80.2K2026-10-22
1900 Wealth Management LLC
NEW1,653—+1,653——$309.2K—2026-10-13
Physician Wealth Advisors, Inc.
INCREASED1,6491,476+173+12%$172.2K$308.5K+$136.2K2026-10-20
GSG Advisors LLC
DECREASED1,6481,893-245-13%$220.9K$308.3K+$87.4K2026-11-03
Encompass More Asset Management
NEW1,639—+1,639——$306.6K—2026-10-16
Lord & Richards Wealth Management, LLC
NEW1,635—+1,635——$305.8K—2026-10-14
Midland Wealth Advisors, LLC
NEW1,625—+1,625——$304.0K—2026-10-26
Gill Capital Partners, LLC
UNCHANGED1,6251,62500%$189.6K$304.0K+$114.4K2026-10-13
Allen Mooney & Barnes Investment Advisors LLC
DECREASED1,6242,632-1,008-38%$307.1K$303.8K-$3.3K2026-10-08
One Day In July LLC
NEW1,612—+1,612——$301.5K—2026-10-30
Quartz Partners, LLC
NEW1,610—+1,610——$301.2K—2026-11-03
Shelton Wealth Management, LLC
UNCHANGED1,6101,61000%$187.8K$301.2K+$113.3K2026-10-16
Fermata Advisors, LLC
NEW1,606—+1,606——$300.4K—2026-10-13
Spectrum Planning & Advisory Services Inc.
NEW1,605—+1,605——$300.2K—2026-11-05
Coyle Financial Counsel LLC
NEW1,602—+1,602——$299.7K—2026-10-28
Alliance Wealth Advisors, LLC
DECREASED1,6011,775-174-10%$207.1K$299.5K+$92.4K2026-10-28
Cardinal Strategic Wealth Guidance
DECREASED1,5972,380-783-33%$277.7K$298.7K+$21.0K2026-11-02
waypoint wealth counsel
NEW1,596—+1,596——$298.5K—2026-10-22
Harmony Asset Management LLC
DECREASED1,5951,726-131-8%$201.4K$298.4K+$97.0K2026-10-20
XY Planning Network, Inc.
NEW1,594—+1,594——$298.2K—2026-10-14
Barrett & Company, Inc.
INCREASED1,5901,100+490+45%$128.3K$297.4K+$169.1K2026-10-22
Castleview Partners, LLC
NEW1,588—+1,588——$297.0K—2026-10-09
Piedmont Capital Management, LLC
NEW1,587—+1,587——$296.8K—2026-10-21
Birch Financial Group, LLC
NEW1,587—+1,587——$296.9K—2026-10-27
Gibson Capital, LLC
NEW1,582—+1,582——$295.9K—2026-10-23
Gallacher Capital Management LLC
DECREASED1,5823,516-1,934-55%$410.2K$295.9K-$114.3K2026-10-30
August Group Capital Ltd
NEW1,579—+1,579——$295.2K—2026-10-14
Journey Retirement Planning & Investment Management LLC
NEW1,579—+1,579——$295.4K—2026-10-09
Essex LLC
DECREASED1,5733,835-2,262-59%$447.4K$294.2K-$153.2K2026-10-14
Advocate Investing Services LLC
INCREASED1,5731,520+53+3%$177.3K$294.2K+$116.9K2026-10-26
ZWJ Investment Counsel Inc
NEW1,572—+1,572——$294.0K—2026-10-15
Barnes Dennig Private Wealth Management LLC
INCREASED1,571364+1,207+332%$42.5K$293.9K+$251.4K2026-10-30
Jeter Robert S II
NEW1,570—+1,570——$327.6K—2026-10-16
Kassira Wealth Management LLC
NEW1,570—+1,570——$293.7K—2026-10-28
Instrumental Wealth, LLC
NEW1,566—+1,566——$292.9K—2026-10-20
Ifrah Financial Services, Inc.
NEW1,564—+1,564——$292.5K—2026-10-13
Zinnia Wealth Advisory, LLC
NEW1,562—+1,562——$292.2K—2026-11-06
Pacific Sage Partners, LLC
NEW1,560—+1,560——$291.8K—2026-10-21
WealthBridge Capital Management, LLC
NEW1,560—+1,560——$291.7K—2026-10-16
Fourpath Capital Management, LLC
NEW1,559—+1,559——$291.6K—2026-10-19
Sentry LLC
NEW1,558—+1,558——$291.4K—2026-10-30
Baron Wealth Management LLC
NEW1,556—+1,556——$291.1K—2026-10-27
Mach-1 Financial Group, LLC
NEW1,555—+1,555——$290.9K—2026-11-06
Allegheny Financial Group
NEW1,552—+1,552——$290.3K—2026-11-05
BlueSky Wealth Advisors, LLC
NEW1,551—+1,551——$290.1K—2026-10-29
Boltwood Capital Management
NEW1,550—+1,550——$289.9K—2026-10-02
Joseph P. Lucia & Associates, LLC
NEW1,550—+1,550——$289.9K—2026-10-30
Vicus Capital
NEW1,548—+1,548——$289.6K—2026-11-05
Grandview Asset Management LLC
DECREASED1,5391,813-274-15%$211.5K$287.9K+$76.3K2026-10-19
Dahring | Cusmano LLC
NEW1,538—+1,538——$287.7K—2026-11-03
Alchemi Wealth, LLC
NEW1,534—+1,534——$286.9K—2026-11-04
LightSquare Wealth Management, LLC
NEW1,533—+1,533——$286.7K—2026-11-03
Indiana Trust & Investment Management Co
DECREASED1,5301,910-380-20%$222.8K$286.2K+$63.3K2026-10-22
First International Bank of Israel Ltd.
NEW1,528—+1,528——$285.8K—2026-11-04
TCI Wealth Advisors, Inc.
NEW1,525—+1,525——$285.3K—2026-10-30
Cobblestone Asset Management LLC
NEW1,525—+1,525——$285.3K—2026-10-13
Clear Retirement Advice LLC
NEW1,520—+1,520——$284.3K—2026-10-22
Bauman Advisory Group, LLC
NEW1,520—+1,520——$284.3K—2026-10-29
Morton Capital Management LLC
NEW1,515—+1,515——$283.4K—2026-10-23
Decision Investments, Inc
DECREASED1,5102,732-1,222-45%$318.7K$282.4K-$36.3K2026-10-07
Highline Wealth Partners LLC
INCREASED1,5071,170+337+29%$136.5K$281.9K+$145.4K2026-10-19
Whitcomb & Hess, Inc.
NEW1,502—+1,502——$280.9K—2026-10-07
Brooklyn FI, LLC
INCREASED1,500324+1,176+363%$40.4K$257.6K+$217.2K2026-11-05
Luts & Greenleigh Group, Inc.
NEW1,499—+1,499——$280.4K—2026-11-05
Poinciana Advisors Group, LLC
NEW1,486—+1,486——$278.0K—2026-11-06
Elmwood Wealth Management, Inc.
NEW1,485—+1,485——$277.8K—2026-10-14
Connecticut Capital Management Group, LLC
NEW1,485—+1,485——$277.8K—2026-10-29
IMG Wealth Management, Inc.
INCREASED1,4801,341+139+10%$156.5K$276.8K+$120.4K2026-10-27
West Wealth Group, LLC
NEW1,475—+1,475——$275.9K—2026-10-14
Headland Capital, LLC
DECREASED1,4752,875-1,400-49%$335.4K$275.8K-$59.6K2026-11-06
Sage Capital Management, LLC
NEW1,472—+1,472——$275.6K—2026-10-20
KFG Wealth Management, LLC
NEW1,469—+1,469——$274.8K—2026-10-16
Plante Moran Financial Advisors, LLC
INCREASED1,467397+1,070+270%$46.3K$274.4K+$228.1K2026-11-04
Townsend Asset Management Corp
NEW1,466—+1,466——$274.2K—2026-10-29
Green Ridge Wealth Planning LLC
NEW1,466—+1,466——$274.2K—2026-10-08
MV Capital Management, Inc.
INCREASED1,4581,433+25+2%$167.2K$272.7K+$105.5K2026-10-29
Compass Financial Group, Inc
NEW1,456—+1,456——$272.3K—2026-10-13
Rainier Family Wealth Inc
NEW1,451—+1,451——$271.4K—2026-11-02
E&G Advisors, LLC
NEW1,450—+1,450——$271.2K—2026-10-13
Lantern Wealth Advisors, LLC
NEW1,447—+1,447——$270.7K—2026-10-22
Romano Brothers and Company
NEW1,442—+1,442——$269.7K—2026-10-22
Cottage Street Advisors LLC
NEW1,440—+1,440——$269.4K—2026-10-19
Entrewealth, LLC
NEW1,438—+1,438——$269.0K—2026-10-14
RIA Advisory Group LLC
DECREASED1,4352,743-1,308-48%$320.0K$268.4K-$51.6K2026-10-15
ERn Financial, LLC
NEW1,432—+1,432——$267.9K—2026-10-28
Bluedoor Private Wealth, LLC
NEW1,429—+1,429——$267.3K—2026-11-05
Taylor & Morgan Wealth Management, LLC
NEW1,428—+1,428——$267.1K—2026-10-09
Post Resch Tallon Group Inc.
NEW1,425—+1,425——$266.5K—2026-10-09
River's Edge Wealth Management, LLC
NEW1,425—+1,425——$265.1K—2026-10-19
Redwood Financial Network Corp
NEW1,421—+1,421——$265.8K—2026-11-03
1834 Investment Advisors Co
DECREASED1,4111,836-425-23%$214.2K$263.9K+$49.7K2026-10-16
Clearstead Trust, LLC
INCREASED1,4101,337+73+5%$156.0K$263.7K+$107.8K2026-11-06
IFG Advisors, LLC
NEW1,409—+1,409——$263.6K—2026-10-15
Wiser Wealth Management, Inc
NEW1,408—+1,408——$263.4K—2026-10-14
Clark Wealth Partners
INCREASED1,3951,320+75+6%$154.0K$260.9K+$106.9K2026-10-19
Evermay Wealth Management LLC
INCREASED1,392672+720+107%$78.4K$260.4K+$182.0K2026-11-05
Outlook Wealth Advisors, LLC
NEW1,388—+1,388——$259.6K—2026-10-28
Tounjian Advisory Partners, LLC
DECREASED1,3861,425-39-3%$166.3K$259.3K+$93.0K2026-11-04
Omni 360 Wealth, Inc.
NEW1,383—+1,383——$258.7K—2026-10-13
Evanson Financial, LLC
NEW1,378—+1,378——$257.8K—2026-10-23
Salvus Wealth Management, LLC
NEW1,377—+1,377——$257.5K—2026-10-13
Strata Wealth Advisors, LLC
NEW1,373—+1,373——$256.8K—2026-10-16
Able Wealth Management LLC
NEW1,373—+1,373——$260.0K—2026-10-13
Hidden Cove Wealth Management, LLC
NEW1,370—+1,370——$256.3K—2026-10-19
Private Capital Advisors, Inc.
NEW1,365—+1,365——$255.3K—2026-10-06
Define Financial, LLC
NEW1,365—+1,365——$255.3K—2026-10-14
Acorn Creek Capital LLC
NEW1,361—+1,361——$254.5K—2026-11-05
Cypress Financial Planning LLC
NEW1,360—+1,360——$254.4K—2026-10-09
Heffernan Advisory, Inc
NEW1,360—+1,360——$254.4K—2026-10-13
GPM Growth Investors, Inc.
NEW1,359—+1,359——$254.2K—2026-10-30
Columbia Advisory Partners LLC
NEW1,358—+1,358——$254.0K—2026-10-15
Dodds Wealth, LLC
NEW1,358—+1,358——$254.0K—2026-11-02
Fairvoy Private Wealth, LLC
NEW1,358—+1,358——$254.0K—2026-10-19
John Boyer, Inc.
NEW1,356—+1,356——$253.6K—2026-10-27
McElhenny Sheffield Capital Management, LLC
NEW1,355—+1,355——$253.5K—2026-11-06
ARS Wealth Advisors Group, LLC
NEW1,353—+1,353——$253.1K—2026-10-16
James J. Burns & Company, LLC
NEW1,351—+1,351——$252.7K—2026-10-22
Axecap Investments, LLC
NEW1,350—+1,350——$252.5K—2026-10-20
365 WMG Private Fund I: Primus Fund LLC
NEW1,350—+1,350——$252.5K—2026-10-20
Vilga Financial Planning LLC
NEW1,350—+1,350——$252.5K—2026-10-09
City State Bank
DECREASED1,3501,720-370-22%$200.7K$252.5K+$51.8K2026-10-20
Harrell Investment Partners, LLC
NEW1,341—+1,341——$250.8K—2026-10-15
TrueWealth Advisors, LLC
NEW1,339—+1,339——$250.5K—2026-10-09
Asset Dedication, LLC
DECREASED1,3271,356-29-2%$158.2K$248.2K+$90.0K2026-11-03
Hudock, Inc.
NEW1,326—+1,326——$248.0K—2026-10-14
FCG Investment Co
NEW1,325—+1,325——$247.8K—2026-10-13
Strategic Advocates LLC
DECREASED1,3251,447-122-8%$168.8K$247.8K+$79.0K2026-11-03
Valued Retirements, Inc.
NEW1,324—+1,324——$247.7K—2026-11-06
Firestone Capital Management
NEW1,323—+1,323——$247.5K—2026-11-03
RS Crum Inc.
NEW1,312—+1,312——$245.4K—2026-10-19
Tenet Wealth Partners, LLC
NEW1,306—+1,306——$244.3K—2026-10-19
TPG Advisors LLC
NEW1,303—+1,303——$243.7K—2026-10-16
Buck Wealth Strategies, LLC
DECREASED1,3031,406-103-7%$164.0K$243.7K+$79.7K2026-10-28
Augustine Asset Management Inc
NEW1,301—+1,301——$243.4K—2026-10-13
Accredited Investors Inc.
NEW1,300—+1,300——$243.2K—2026-11-03
Lpwm LLC
NEW1,299—+1,299——$243.0K—2026-10-20
T3 Companies, LLC
NEW1,299—+1,299——$243.0K—2026-10-22
Register Financial Advisors LLC
NEW1,299—+1,299——$243.0K—2026-10-23
Mlp3, LLC
NEW1,292—+1,292——$241.7K—2026-10-22
Garner Asset Management Corp
NEW1,288—+1,288——$256.1K—2026-10-30
Evexia Wealth LLC
NEW1,288—+1,288——$256.1K—2026-11-05
Grantvest Financial Group LLC
NEW1,285—+1,285——$240.4K—2026-10-21
Lodestar Private Asset Management LLC
NEW1,277—+1,277——$238.9K—2026-10-26
Lewis Asset Management, LLC
NEW1,277—+1,277——$238.8K—2026-10-14
Bonfire Financial
NEW1,276—+1,276——$238.7K—2026-11-06
BNB Wealth Management, LLC
NEW1,275—+1,275——$238.5K—2026-10-28
Altus Wealth Group LLC
NEW1,272—+1,272——$237.9K—2026-10-20
Park Capital Management, LLC / WI
NEW1,269—+1,269——$237.4K—2026-10-13
Baker Boyer National Bank
NEW1,266—+1,266——$236.8K—2026-11-05
LMG Wealth Partners, LLC
NEW1,263—+1,263——$236.2K—2026-11-05
Leslie Global Wealth, LLC
NEW1,256—+1,256——$234.9K—2026-10-26
Presilium Private Wealth, LLC
NEW1,255—+1,255——$234.8K—2026-10-26
Orca Wealth Management, LLC
NEW1,250—+1,250——$233.8K—2026-10-14
Mokosak Advisory Group, LLC
NEW1,248—+1,248——$233.4K—2026-10-20
Northern Capital Management, Inc.
NEW1,245—+1,245——$232.9K—2026-11-05
Maia Wealth LLC
NEW1,244—+1,244——$232.7K—2026-10-19
Rose Capital Advisors LLC
NEW1,242—+1,242——$232.3K—2026-11-04
AmeriServ Wealth Advisors
NEW1,240—+1,240——$231.9K—2026-10-21
Financial Management Network Inc
NEW1,240—+1,240——$234.1K—2026-10-09
Quad-Cities Investment Group, LLC
NEW1,240—+1,240——$231.9K—2026-10-16
Networth Advisors, LLC
UNCHANGED1,2321,23200%$143.7K$230.4K+$86.7K2026-11-03
Barlow Wealth Partners, LLC
DECREASED1,2311,555-324-21%$205.6K$236.4K+$30.8K2026-10-15
MLG Wealth Management DBA Pine Grove Financial Group
NEW1,230—+1,230——$230.1K—2026-10-13
Covestor Ltd
INCREASED1,2291,151+78+7%$134.0K$230-$133.8K2026-10-30
Carolina Wealth Management Inc
DECREASED1,2282,243-1,015-45%$261.7K$229.7K-$32.0K2026-10-29
Kanawha Capital Management LLC
NEW1,226—+1,226——$229.3K—2026-10-19
Ellsworth Advisors, LLC
NEW1,222—+1,222——$228.6K—2026-10-15
Global Wealth Strategies & Associates
NEW1,222—+1,222——$228.6K—2026-10-02
Lesa Sroufe & Co
NEW1,220—+1,220——$228—2026-10-29
Richardson Financial Services Inc.
INCREASED1,2161,054+162+15%$123.0K$227.5K+$104.5K2026-10-30
Hilltop National Bank
INCREASED1,213860+353+41%$100.3K$226.9K+$126.6K2026-10-14
Bell Investment Advisors, Inc
INCREASED1,2071,159+48+4%$135.2K$225.8K+$90.5K2026-10-29
Turn8 Private Wealth Inc.
NEW1,205—+1,205——$225.4K—2026-11-05
Shakespeare Wealth Management, LLC
NEW1,203—+1,203——$225.0K—2026-10-28
Private Wealth Partners, LLC
NEW1,202—+1,202——$224.8K—2026-10-22
SC&H Financial Advisors, Inc.
NEW1,200—+1,200——$224.5K—2026-10-14
Paradigm Asset Management Co LLC
UNCHANGED1,2001,20000%$140.0K$224.5K+$84.5K2026-11-05
Seamount Financial Group Inc
NEW1,199—+1,199——$224.3K—2026-10-21
Convergence Investment Partners, LLC
NEW1,198—+1,198——$224.1K—2026-10-28
Transce3nd, LLC
NEW1,191—+1,191——$240.2K—2026-10-26
Alterna Wealth Management, Inc
NEW1,187—+1,187——$222.0K—2026-10-27
Investment Research & Advisory Group, Inc.
INCREASED1,1791,167+12+1%$136.2K$240.2K+$104.0K2026-10-19
Wealthstar Advisors, LLC
NEW1,174—+1,174——$219.6K—2026-10-19
Byrne Asset Management LLC
INCREASED1,1681,123+45+4%$131.0K$222.0K+$90.9K2026-10-06
Douglas Lane & Associates, LLC
NEW1,167—+1,167——$218.3K—2026-10-09
Next Level Private LLC
NEW1,164—+1,164——$217.7K—2026-10-20
Hibernia Wealth Partners, LLC
NEW1,163—+1,163——$217.5K—2026-10-29
True North Advisors, LLC
DECREASED1,1632,123-960-45%$247.7K$217.5K-$30.2K2026-10-22
Financial Management Professionals, Inc.
INCREASED1,1631,134+29+3%$132.3K$217.5K+$85.2K2026-10-23
Massachusetts Wealth Management
NEW1,161—+1,161——$217.2K—2026-10-21
Evolution Wealth Management Inc.
INCREASED1,1611,160+1+0%$135.3K$217.2K+$81.8K2026-10-28
PFW Advisors LLC
NEW1,157—+1,157——$216.4K—2026-10-07
Stewardship Advisors, LLC
NEW1,156—+1,156——$216.2K—2026-10-20
Patriot Investment Management Group, Inc.
NEW1,156—+1,156——$216.2K—2026-10-15
Odyssey Capital Advisors, Inc.
NEW1,154—+1,154——$215.9K—2026-10-26
Share Andrew L.
NEW1,153—+1,153——$215.7K—2026-11-06
Cottonwood Capital Advisors, LLC
NEW1,153—+1,153——$215.7K—2026-10-20
Pennsylvania Capital Management Inc
NEW1,151—+1,151——$215.3K—2026-11-05
G2 Capital Management, LLC / OH
NEW1,149—+1,149——$214.9K—2026-10-23
Phillips Financial Management, LLC
NEW1,148—+1,148——$214.8K—2026-10-19
Langley Wealth Management, LLC
NEW1,145—+1,145——$214.2K—2026-11-04
Cape Investment Advisory, Inc.
INCREASED1,1451,104+41+4%$128.8K$214.2K+$85.4K2026-10-13
Advisory Resource Group
NEW1,141—+1,141——$213.4K—2026-10-26
Abacus Planning Group, Inc.
NEW1,140—+1,140——$213.2K—2026-11-02
SFE Investment Counsel
NEW1,140—+1,140——$213.2K—2026-10-29
Greater Midwest Financial Group, LLC
NEW1,139—+1,139——$213.0K—2026-10-13
Strengthening Families & Communities, LLC
DECREASED1,1381,200-62-5%$140.0K$212.9K+$72.9K2026-10-21
Values First Advisors, Inc.
NEW1,136—+1,136——$212.5K—2026-10-23
Vista Capital Partners, Inc.
NEW1,136—+1,136——$212.5K—2026-11-06
TCP Asset Management, LLC
NEW1,134—+1,134——$214.1K—2026-10-14
OceanIQ Capital, LLC
DECREASED1,1341,312-178-14%$229.5K$236.6K+$7.1K2026-10-19
Obermeyer Wealth Partners
NEW1,132—+1,132——$211.7K—2026-10-21
First City Capital Management, Inc.
NEW1,125—+1,125——$210.4K—2026-10-27
Brady Martz Wealth Solutions, LLC
NEW1,116—+1,116——$208.7K—2026-11-05
Stone Wealth Partners
NEW1,116—+1,116——$208.7K—2026-11-05
Greenfield Seitz Capital Management, LLC
NEW1,114—+1,114——$208.4K—2026-10-29
Epiq Partners, LLC
NEW1,114—+1,114——$208.4K—2026-10-07
Wilkerson Advisory Group LLC
INCREASED1,112613+499+81%$71.5K$208.0K+$136.5K2026-10-20
Clearview Wealth Management LLC
NEW1,111—+1,111——$231.8K—2026-10-16
Valley Brook Capital Group, Inc.
NEW1,110—+1,110——$207.6K—2026-10-26
Wealth Group, Ltd.
DECREASED1,1105,404-4,294-79%$630.0K$208-$629.8K2026-10-30
Dagco, Inc.
NEW1,107—+1,107——$207.1K—2026-10-20
Rosenberg Matthew Hamilton
INCREASED1,107935+172+18%$109.1K$207.1K+$98.0K2026-10-05
Walled Lake Planning & Wealth Management, LLC
NEW1,106—+1,106——$206.9K—2026-10-29
Wespac Advisors, LLC
NEW1,105—+1,105——$206.7K—2026-10-26
Apollon Financial, LLC
NEW1,104—+1,104——$206.5K—2026-10-23
Greenwood Gearhart LLC
NEW1,103—+1,103——$206.3K—2026-11-02
Patrick M Sweeney & Associates, Inc
NEW1,100—+1,100——$205.8K—2026-10-22
Horizon Wealth Management, LLC
NEW1,099—+1,099——$205.6K—2026-11-02
Sunburst Financial Group, LLC
NEW1,097—+1,097——$205.2K—2026-10-09
Madison Park Capital Advisors, LLC
INCREASED1,097577+520+90%$213.7K$205.2K-$8.5K2026-10-28
jvl associates llc
NEW1,094—+1,094——$204.6K—2026-10-09
Congress Park Capital LLC
DECREASED1,0942,614-1,520-58%$305.0K$204.7K-$100.3K2026-10-13
Heritage Investors Management Corp
NEW1,093—+1,093——$204—2026-10-29
True Wealth Design, LLC
INCREASED1,092977+115+12%$114.0K$204.3K+$90.3K2026-10-13
Petredis Investment Advisors LLC
NEW1,088—+1,088——$203.5K—2026-10-20
TruNorth Capital Management, LLC
NEW1,086—+1,086——$203.1K—2026-10-14
Alternative Investment Advisors, Llc.
NEW1,080—+1,080——$202.0K—2026-11-03
Sunbeam Capital Management, LLC
NEW1,078—+1,078——$201.6K—2026-11-05
WestHill Financial Advisors, Inc.
NEW1,078—+1,078——$201.6K—2026-10-14
Polaris Investment Advisors, LLC
NEW1,075—+1,075——$201.1K—2026-10-20
Hardin Capital Partners, LLC
NEW1,073—+1,073——$200.7K—2026-10-09
Madrid Wealth Management, LLC
NEW1,073—+1,073——$200.7K—2026-10-23
Members Wealth LLC
NEW1,072—+1,072——$208.1K—2026-10-20
Box Hill Private Wealth LLC
NEW1,072—+1,072——$200.5K—2026-10-05
Aspect Partners, LLC
INCREASED1,0651,019+46+5%$118.9K$199.2K+$80.3K2026-10-20
Altar Rock LLC
NEW1,062—+1,062——$222.0K—2026-11-06
Horizon Financial Services, LLC
INCREASED1,046520+526+101%$60.7K$195.7K+$135.0K2026-11-04
BKM Wealth Management, LLC
NEW1,042—+1,042——$194.9K—2026-10-22
Valley National Advisers Inc
INCREASED1,039905+134+15%$105.6K$194.3K+$88.8K2026-10-23
Godsey & Gibb, Inc
INCREASED1,0111,000+11+1%$116.7K$189.1K+$72.4K2026-10-14
GFG Capital, LLC
NEW1,006—+1,006——$188.2K—2026-10-16
MBA Advisors LLC
DECREASED1,0011,528-527-34%$178.3K$187.2K+$9.0K2026-10-29
Eurizon Asset Management Hungary Ltd.
DECREASED1,00010,000-9,000-90%$1.2M$187.1K-$979.7K2026-11-06
Cdkv Holdings LLC
UNCHANGED1,0001,00000%$116.7K$187.1K+$70.4K2026-10-28
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED9955,151-4,156-81%$600.9K$186.1K-$414.8K2026-10-14
Arlington Trust Co LLC
INCREASED971713+258+36%$83.2K$181.6K+$98.4K2026-10-20
Bay Harbor Wealth Management, LLC
INCREASED947916+31+3%$106.9K$177.1K+$70.3K2026-11-03
Markowski Investments
INCREASED923598+325+54%$69.8K$172.6K+$102.9K2026-10-30
Peterson Wealth Management
DECREASED8887,205-6,317-88%$840.6K$166.1K-$674.5K2026-11-06
Holos Integrated Wealth LLC
DECREASED878928-50-5%$124.7K$170.5K+$45.8K2026-10-23
First United Bank & Trust
DECREASED8551,080-225-21%$126.0K$159.9K+$33.9K2026-10-22
RMG Wealth Management LLC
DECREASED8541,045-191-18%$178.7K$168.5K-$10.2K2026-10-26
Planning Strategies Inc.
INCREASED850721+129+18%$84.1K$159.0K+$74.9K2026-10-02
Atlantic Edge Private Wealth Management, LLC
INCREASED840800+40+5%$93.3K$157.1K+$63.8K2026-10-20
Torren Management, LLC
INCREASED838218+620+284%$25.4K$156.7K+$131.3K2026-10-29
Three Bridge Wealth Advisors, LLC
NEW801—+801——$149.8K—2026-11-05
Caldwell Trust Co
DECREASED800950-150-16%$110.8K$149.6K+$38.8K2026-10-30
High Point Wealth Management, LLC
INCREASED800780+20+3%$91.0K$149.6K+$58.6K2026-11-05
Pinnacle Bancorp, Inc.
INCREASED778663+115+17%$77.4K$145.5K+$68.2K2026-10-21
Catherine Avery Investment Management LLC
UNCHANGED77077000%$89.8K$144.0K+$54.2K2026-10-14
Lloyd Advisory Services, Llc.
DECREASED742751-9-1%$87.6K$138.8K+$51.2K2026-11-02
Bear Mountain Capital, Inc.
UNCHANGED74074000%$98.9K$137.7K+$38.7K2026-11-04
Reyes Financial Architecture, Inc.
INCREASED734697+37+5%$81.3K$137.3K+$56.0K2026-10-22
Sunrise Financial Services, LLC
UNCHANGED73473400%$85.6K$137.3K+$51.7K2026-10-21
Coston, McIsaac & Partners
INCREASED732298+434+146%$34$137.1K+$137.1K2026-11-06
Joseph Group Capital Management
INCREASED730509+221+43%$59.4K$136.5K+$77.2K2026-11-04
WealthCare Asset Management, LLC
DECREASED7241,572-848-54%$183.4K$135.4K-$48.0K2026-10-26
IFS Advisors, LLC
NEW717—+717——$134.1K—2026-10-14
Capital CS Group, LLC
UNCHANGED71471400%$83.3K$133.6K+$50.3K2026-10-29
Old Second National Bank of Aurora
UNCHANGED70070000%$81.7K$130.9K+$49.3K2026-10-22
Birchwood Financial Partners, Inc.
INCREASED685385+300+78%$44.9K$128.1K+$83.2K2026-11-02
Financial Network Wealth Advisors LLC
INCREASED681675+6+1%$78.8K$127.4K+$48.6K2026-10-28
Southern Michigan Bank & Trust
INCREASED660609+51+8%$71.1K$123.5K+$52.4K2026-10-19
Adirondack Trust Co
INCREASED638457+181+40%$53.3K$119.3K+$66.0K2026-10-14
Ares Financial Consulting, LLC
INCREASED635603+32+5%$70.4K$118.8K+$48.4K2026-10-19
DecisionPoint Financial, LLC
INCREASED633500+133+27%$62.9K$120.3K+$57.4K2026-10-27
Beacon Investment Advisory Services, Inc.
INCREASED608585+23+4%$68.3K$113.7K+$45.5K2026-10-13
Ameliora Wealth Management Ltd.
INCREASED605110+495+450%$19.6K$113.2K+$93.6K2026-10-23
American Capital Advisory, LLC
INCREASED590464+126+27%$54.1K$110.4K+$56.2K2026-10-28
Foresight Capital Management Advisors, Inc.
NEW589—+589——$110.2K—2026-10-27
Wealth Enhancement Trust Services, Inc.
DECREASED571732-161-22%$85.3K$106.8K+$21.5K2026-10-07
Pension & Wealth Management Advisors, Inc.
INCREASED544509+35+7%$59.5K$101.9K+$42.4K2026-10-16
Montag A & Associates Inc
DECREASED533709-176-25%$82.7K$99.7K+$17.0K2026-10-29
Proathlete Wealth Management LLC
INCREASED525111+414+373%$13.0K$98.2K+$85.3K2026-10-15
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED52052000%$60.7K$97.3K+$36.6K2026-10-23
Oakworth Capital, Inc.
DECREASED5191,962-1,443-74%$245.9K$97.1K-$148.9K2026-10-26
Winch Advisory Services, LLC
UNCHANGED51451400%$60.0K$96.1K+$36.2K2026-11-06
Zeit Capital LLC
UNCHANGED50050000%$58.3K$93.5K+$35.2K2026-10-19
Vima LLC
INCREASED492469+23+5%$54.7K$92.0K+$37.3K2026-10-23
Signature Resources Capital Management, LLC
INCREASED484103+381+370%$12.0K$90.5K+$78.5K2026-10-16
LFA - Lugano Financial Advisors SA
INCREASED456322+134+42%$37.6K$81.5K+$43.9K2026-11-03
Acumen Wealth Advisors, LLC
INCREASED454363+91+25%$42.4K$84.9K+$42.6K2026-11-05
Financial Consulate, Inc
INCREASED448235+213+91%$27.4K$83.8K+$56.4K2026-10-23
Reap Financial Group, LLC
INCREASED447358+89+25%$41.8K$83.6K+$41.8K2026-11-02
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED44244200%$51.6K$82.7K+$31.1K2026-10-28
Addison Advisors LLC
INCREASED43985+354+416%$9.9K$82.1K+$72.2K2026-11-06
Tompkins Financial Corp
DECREASED425500-75-15%$58.3K$79.5K+$21.2K2026-10-05
CrossGen Wealth, LLC
UNCHANGED42542500%$49.6K$79.5K+$29.9K2026-10-30
LAM Group, Inc.
UNCHANGED39739700%$46.3K$74.3K+$27.9K2026-10-26
Essential Investment Partners LLC
INCREASED396356+40+11%$41.5K$74.1K+$32.5K2026-10-27
Investors Research Corp
INCREASED391241+150+62%$28.1K$73.1K+$45.0K2026-10-07
First Premier Bank
UNCHANGED37437400%$44$70+$262026-10-13
Moisand Fitzgerald Tamayo, LLC
INCREASED372350+22+6%$40.8K$69.6K+$28.7K2026-10-15
Center for Financial Planning, Inc.
INCREASED368365+3+1%$42.6K$68.8K+$26.2K2026-10-26
Cedar Mountain Advisors, LLC
UNCHANGED36736700%$42.8K$68.6K+$25.8K2026-10-15
Redwood Park Advisors LLC
INCREASED32922+307+1395%$2.6K$61.5K+$59.0K2026-11-02
Tradewinds Capital Management, LLC
INCREASED323106+217+205%$12.4K$60.4K+$48.1K2026-10-23
Entrust Financial LLC
NEW317—+317——$59.3K—2026-11-04
Elevated Capital Advisors, LLC
DECREASED3162,360-2,044-87%$275.3K$59.1K-$216.2K2026-11-04
AlphaCentric Advisors LLC
INCREASED316294+22+7%$34.3K$59.1K+$24.8K2026-11-03
Downshift Financial, LLC
INCREASED309171+138+81%$20.0K$57.8K+$37.8K2026-10-13
TFC Financial Management, Inc.
DECREASED308338-30-9%$39.4K$57.6K+$18.2K2026-10-26
Roxbury Financial LLC
INCREASED306206+100+49%$24.0K$57.2K+$33.2K2026-10-01
Friedenthal Financial
UNCHANGED30430400%$35.5K$56.9K+$21.4K2026-10-27
Bare Financial Services, Inc
INCREASED302245+57+23%$28.6K$56.5K+$27.9K2026-11-04
Quest 10 Wealth Builders, Inc.
INCREASED289194+95+49%$22.6K$54.0K+$31.4K2026-11-02
McCarley & Cook Financial Planners
INCREASED28811+277+2518%$1.3K$53.9K+$52.6K2026-10-21
Key Capital Management, Inc
DECREASED284326-42-13%$38.0K$53.1K+$15.1K2026-11-03
Alpha Zero LLC
NEW275—+275——$51.4K—2026-11-06
Putney Financial Group LLC
NEW275—+275——$51.4K—2026-10-30
Maseco LLP
DECREASED2661,905-1,639-86%$222.1K$49.8K-$172.4K2026-10-27
Canton Hathaway, LLC
INCREASED256220+36+16%$25.7K$47.9K+$22.2K2026-10-23
PFS Partners, LLC
INCREASED250194+56+29%$22.6K$46.8K+$24.1K2026-10-21
Morton Brown Family Wealth, LLC
UNCHANGED25025000%$29.2K$46.8K+$17.6K2026-10-23
Eukles Asset Management
UNCHANGED24224200%$28.2K$45.3K+$17.0K2026-11-04
United Community Bank
UNCHANGED23223200%$27.1K$43.4K+$16.3K2026-10-28
DiNuzzo Private Wealth, Inc.
DECREASED230234-4-2%$27.3K$43.0K+$15.7K2026-10-16
MTM Investment Management, LLC
DECREASED227827-600-73%$96.5K$42.5K-$54.0K2026-10-30
Miller Global Investments, LLC
UNCHANGED22622600%$26.4K$42.3K+$15.9K2026-10-02
United Financial Planning Group LLC
UNCHANGED22122100%$25.8K$41.3K+$15.6K2026-11-04
Dakota Community Bank & Trust NA
INCREASED21768+149+219%$7.9K$40.6K+$32.7K2026-10-09
Retirement Wealth Solutions LLC
INCREASED217143+74+52%$16.7K$40.6K+$23.9K2026-10-07
GHP Investment Advisors, Inc.
DECREASED215384-169-44%$44.8K$40.2K-$4.6K2026-10-15
GS Investments, Inc.
UNCHANGED21521500%$25.1K$40.2K+$15.1K2026-11-05
Davis Capital Management
DECREASED209238-29-12%$27.8K$39.1K+$11.3K2026-10-08
Nvest Wealth Strategies, Inc.
DECREASED208629-421-67%$73.4K$38.9K-$34.5K2026-10-14
Jnba Financial Advisors
INCREASED208179+29+16%$20.9K$38.9K+$18.0K2026-11-03
Monetary Solutions, Ltd
INCREASED203200+3+2%$23.3K$38.0K+$14.6K2026-10-22
Knuff & Co LLC
NEW200—+200——$37.4K—2026-11-06
Kozak & Associates, Inc.
DECREASED200285-85-30%$35.8K$39.4K+$3.5K2026-10-29
Berbice Capital Management LLC
UNCHANGED20020000%$23.3K$37.4K+$14.1K2026-10-13
Pioneer Family Office, LLC
UNCHANGED20020000%$23.3K$37.4K+$14.1K2026-10-30
Cranbrook Wealth Management, LLC
INCREASED197140+57+41%$16.3K$36.8K+$20.5K2026-10-28
New England Capital Financial Advisors LLC
INCREASED190175+15+9%$20.4K$35.5K+$15.1K2026-11-03
Burk Holdings LLC
INCREASED18790+97+108%$10.5K$35.0K+$24.5K2026-11-05
Laurel Wealth Advisors LLC
NEW186—+186——$34.8K—2026-10-27
William B. Walkup & Associates, Inc.
UNCHANGED18218200%$21.2K$34.0K+$12.8K2026-11-05
Navigoe, LLC
INCREASED1761+175+17500%$0$32+$322026-11-04
IAG Wealth Partners, LLC
UNCHANGED16816800%$19.6K$31.4K+$11.8K2026-11-06
Axiom Investment Management LLC
INCREASED15555+100+182%$6.4K$29.0K+$22.6K2026-11-03
Trust Co
INCREASED155104+51+49%$12.1K$29.0K+$16.9K2026-10-09
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED15315300%$17.8K$28.6K+$10.8K2026-10-28
Marquette Asset Management, LLC
UNCHANGED15315300%$17.9K$28.6K+$10.8K2026-10-09
First Pacific Financial
UNCHANGED14014000%$16.3K$26.2K+$9.9K2026-10-14
Ashurst Perkins Coie Trust Co
INCREASED139112+27+24%$13.1K$26.0K+$12.9K2026-10-15
Winthrop Capital Management, LLC
UNCHANGED13813800%$16.0K$25.8K+$9.8K2026-11-05
KFG LLC
NEW131—+131——$24.5K—2026-11-02
Northstar Asset Management Co
UNCHANGED12512500%$15.4K$25.2K+$9.9K2026-10-22
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED12512500%$15$23+$82026-10-14
DT Investment Partners, LLC
DECREASED124179-55-31%$20.9K$23.2K+$2.3K2026-10-27
Tower Trust & Investment Co
DECREASED118121-3-2%$14.1K$22.1K+$8.0K2026-10-28
Steph & Co
NEW100—+100——$18.7K—2026-10-07
Vaquero Private Wealth, LTD
NEW100—+100——$18.7K—2026-10-27
Paladin Partners, LLC
DECREASED100150-50-33%$17.5K$18.7K+$1.2K2026-10-06
Thompson Investment Management, Inc.
UNCHANGED10010000%$11.7K$18.7K+$7.0K2026-10-14
MH & Associates Securities Management Corp
UNCHANGED10010000%$11.7K$18.7K+$7.0K2026-10-30
Union Savings Bank
UNCHANGED10010000%$11.7K$18.7K+$7.0K2026-10-14
Chung Wu Investment Group, LLC
UNCHANGED10010000%$11.7K$18.7K+$7.0K2026-11-03
Mascoma Wealth Management LLC
INCREASED9227+65+241%$3.2K$17.2K+$14.1K2026-10-23
Bangor Savings Bank
UNCHANGED858500%$9.9K$15.9K+$6.0K2026-10-06
Vermillion Wealth Management, Inc.
DECREASED80135-55-41%$15.8K$15.0K-$7862026-10-26
Sawyer & Company, Inc
UNCHANGED808000%$9.3K$15.0K+$5.6K2026-10-21
Montgomery Financial Services LLC
UNCHANGED777700%$9.0K$14.4K+$5.4K2026-11-03
Bank & Trust Co
UNCHANGED777700%$9.0K$14.4K+$5.4K2026-10-07
Prudent Man Investment Management, Inc.
DECREASED68198-130-66%$35.2K$12.7K-$22.5K2026-11-03
William Mack & Associates, Inc.
NEW66—+66——$12.3K—2026-10-27
Hanson & Doremus Investment Management
NEW66—+66——$12—2026-10-16
North Point Portfolio Managers Corp
NEW65—+65——$12.2K—2026-10-07
Carolina Wealth Advisors, LLC
DECREASED65142-77-54%$16.6K$12.2K-$4.4K2026-10-23
Robbins Farley
DECREASED60102-42-41%$11.9K$11.2K-$6782026-10-21
Security National Bank
INCREASED5822+36+164%$2.6K$10.8K+$8.3K2026-10-26
Financial Freedom, LLC
NEW50—+50——$9.4K—2026-11-06
Bayforest Capital Ltd
DECREASED47566-519-92%$66.0K$8.8K-$57.2K2026-11-03
City Holding Co
UNCHANGED464600%$5.4K$8.6K+$3.2K2026-10-19
Pacific Center for Financial Services
UNCHANGED434300%$5.0K$8.0K+$3.0K2026-10-15
Your Advocates Ltd., LLP
UNCHANGED424200%$4.9K$7.9K+$3.0K2026-11-03
Livelsberger Financial Advisory
NEW41—+41——$7.7K—2026-10-28
PayPay Securities Corp
DECREASED39105-66-63%$12.3K$7.3K-$5.0K2026-10-27
MilWealth Group LLC
UNCHANGED393900%$4.6K$7.3K+$2.7K2026-11-02
Country Trust Bank
INCREASED3818+20+111%$2.1K$7.1K+$5.0K2026-10-30
WestEnd Advisors, LLC
UNCHANGED383800%$4.4K$7.1K+$2.7K2026-10-27
Valued Wealth Advisors LLC
INCREASED3724+13+54%$2.8K$6.9K+$4.1K2026-11-05
Whipplewood Advisors, LLC
UNCHANGED373700%$4.3K$6.9K+$2.6K2026-10-20
Community Financial Services Group, LLC
DECREASED35100-65-65%$12.6K$6.7K-$5.9K2026-10-15
Foster Dykema Cabot & Partners, LLC
UNCHANGED333300%$3.9K$6.2K+$2.3K2026-10-30
Bayban
UNCHANGED303000%$3.5K$3.5K$02026-11-05
Gleason Group, Inc.
UNCHANGED292900%$3.4K$5.4K+$2.0K2026-10-15
Main Street Group, LTD
NEW25—+25——$4.7K—2026-10-28
Clayton Financial Group LLC
NEW25—+25——$4.7K—2026-10-13
Phillip James Consulting Co.
UNCHANGED252500%$2.9K$4.7K+$1.8K2026-11-03
Sarver Vrooman Wealth Advisors
UNCHANGED202000%$2.6K$3.7K+$1.1K2026-10-01
Pflug Koory, LLC
UNCHANGED202000%$2.3K$3.7K+$1.4K2026-10-26
Fairway Wealth LLC
UNCHANGED202000%$2.3K$3.7K+$1.4K2026-10-30
Align Financial, LLC
INCREASED1712+5+42%$1.4K$3.2K+$1.8K2026-10-16
Pacifica Partners Inc.
UNCHANGED171700%$2.2K$3.2K+$1.0K2026-10-09
Dhjj Financial Advisors, Ltd.
INCREASED157+8+114%$817$2.8K+$2.0K2026-10-23
Creative Capital Management Investments LLC
UNCHANGED141400%$1.6K$2.6K+$9862026-10-28
1620 Investment Advisors, Inc.
DECREASED1318-5-28%$2.2K$2.4K+$1962026-11-04
Fairman Group, LLC
NEW12—+12——$2.2K—2026-10-26
POM Investment Strategies, LLC
DECREASED1217-5-29%$2.0K$2.2K+$2622026-10-20
Bernzott Capital Advisors
NEW10—+10——$1.9K—2026-10-29
MB, Levis & Associates, LLC
UNCHANGED101000%$1.2K$1.9K+$7042026-10-16
CGC Financial Services, LLC
UNCHANGED101000%$1.2K$1.9K+$7042026-10-13
Hickory Point Bank & Trust
UNCHANGED9900%$1.1K$1.7K+$6332026-10-01
Compass Wealth Management LLC
NEW7—+7——$1.3K—2026-10-22
3 Factor Indexing, LLC
UNCHANGED6600%$701$1.1K+$4222026-10-15
Horrell Capital Management, Inc.
NEW4—+4——$1.0K—2026-10-08
RHL Group, LLC
NEW2—+2——$374—2026-11-04
Syntax Research, Inc.
NEW1—+1——$188—2026-11-04
4Thought Financial Group Inc.
NEW1—+1——$99—2026-11-02
Maryland Capital Advisors Inc.
UNCHANGED1100%$117$188+$712026-10-15
Imc-Chicago, LLC
CLOSED0398,565-398,565-100%$46.5M$0-$46.5M2026-11-05
ASR Vermogensbeheer N.V.
CLOSED0232,093-232,093-100%$27.1M$0-$27.1M2026-10-16
Kapitalo Investimentos Ltda
CLOSED0220,000-220,000-100%$25.7M$0-$25.7M2026-10-20
Wolverine Asset Management LLC
CLOSED074,829-74,829-100%$8.7M$0-$8.7M2026-11-02
Y-Intercept (Hong Kong) Ltd
CLOSED033,399-33,399-100%$3.9M$0-$3.9M2026-10-16
Abner Herrman & Brock LLC
CLOSED032,268-32,268-100%$3.8K$0-$3.8K2026-10-20
RWQ Financial Management Services, Inc.
CLOSED022,525-22,525-100%$2.6M$0-$2.6M2026-10-19
Nikulski Financial, Inc.
CLOSED020,829-20,829-100%$2.4M$0-$2.4M2026-11-06
Dymon Asia Capital (Singapore) Pte. Ltd.
CLOSED019,607-19,607-100%$2.3M$0-$2.3M2026-11-04
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
CLOSED019,543-19,543-100%$2.3M$0-$2.3M2026-10-22
Machina Capital S.A.S.
CLOSED014,985-14,985-100%$1.7M$0-$1.7M2026-11-05
Shuttleworth & Co
CLOSED013,592-13,592-100%$1.6M$0-$1.6M2026-10-30
Park Edge Advisors, LLC
CLOSED010,618-10,618-100%$1.2M$0-$1.2M2026-10-28
Capital Management Associates
CLOSED010,000-10,000-100%$1.2M$0-$1.2M2026-11-03
Wellington Shields & Co., LLC
CLOSED08,659-8,659-100%$1.0M$0-$1.0M2026-11-03
Dana Investment Advisors, Inc.
CLOSED06,047-6,047-100%$705.5K$0-$705.5K2026-11-06
B&D White Capital Company, LLC
CLOSED05,564-5,564-100%$649.2K$0-$649.2K2026-11-02
R Squared Ltd
CLOSED05,205-5,205-100%$607.3K$0-$607.3K2026-11-06
Ferguson Wellman Capital Management, Inc
CLOSED04,953-4,953-100%$577.9K$0-$577.9K2026-10-05
Urban Wealth Management, LLC
CLOSED04,601-4,601-100%$536.8K$0-$536.8K2026-10-21
Bernicke Wealth Management, Ltd.
CLOSED04,435-4,435-100%$517.4K$0-$517.4K2026-11-06
Scarborough Advisors, LLC
CLOSED03,673-3,673-100%$470.2K$0-$470.2K2026-10-16
Legacy Financial Group, Inc.
CLOSED03,669-3,669-100%$428.1K$0-$428.1K2026-10-21
Hendershot Investments Inc.
CLOSED03,566-3,566-100%$416.0K$0-$416.0K2026-11-05
Wellington Shields Capital Management, LLC
CLOSED03,433-3,433-100%$400.5K$0-$400.5K2026-11-03
Arista Wealth Management, LLC
CLOSED03,208-3,208-100%$374.3K$0-$374.3K2026-10-29
Johnson Financial Group, LLC
CLOSED02,830-2,830-100%$330.2K$0-$330.2K2026-11-03
Pacific Excel Wealth Advisors, Inc.
CLOSED02,778-2,778-100%$324.1K$0-$324.1K2026-10-27
FSA Investment Group, LLC
CLOSED02,763-2,763-100%$322.4K$0-$322.4K2026-10-07
Optimist Retirement Group LLC
CLOSED02,661-2,661-100%$310.5K$0-$310.5K2026-10-30
Balentine LLC
CLOSED02,555-2,555-100%$298.1K$0-$298.1K2026-11-03
Autumn Glory Partners, LLC
CLOSED02,150-2,150-100%$250.8K$0-$250.8K2026-10-26
Objective Capital Management, LLC
CLOSED02,122-2,122-100%$247.6K$0-$247.6K2026-10-13
Aire Advisors, LLC
CLOSED02,017-2,017-100%$235.3K$0-$235.3K2026-10-22
Stableford Capital II LLC
CLOSED02,013-2,013-100%$234.9K$0-$234.9K2026-10-09
USAdvisors Wealth Management, LLC
CLOSED02,000-2,000-100%$233.0K$0-$233.0K2026-10-21
Overbrook Management Corp
CLOSED01,933-1,933-100%$225.5K$0-$225.5K2026-10-08
Mitchell Capital Management Co
CLOSED01,883-1,883-100%$219.7K$0-$219.7K2026-10-29
Rise Advisors, LLC
CLOSED01,850-1,850-100%$215.8K$0-$215.8K2026-10-16
Wagner Wealth Management, LLC
CLOSED01,838-1,838-100%$214.4K$0-$214.4K2026-10-21
Ballew Advisors, Inc
CLOSED01,836-1,836-100%$237.4K$0-$237.4K2026-10-05
Berkeley, Inc
CLOSED01,830-1,830-100%$213.5K$0-$213.5K2026-10-20
Crescent Grove Advisors, LLC
CLOSED01,783-1,783-100%$208.1K$0-$208.1K2026-10-21
Sage Mountain Advisors LLC
CLOSED01,767-1,767-100%$206.2K$0-$206.2K2026-11-02
LifeSteps Financial, Inc.
CLOSED01,584-1,584-100%$184.8K$0-$184.8K2026-10-15
One River Asset Management, LLC
CLOSED01,576-1,576-100%$183.9K$0-$183.9K2026-10-21
NBT Bank, N.A.
CLOSED0905-905-100%$105.6K$0-$105.6K2026-10-21
Stone House Investment Management, LLC
CLOSED0788-788-100%$91.9K$0-$91.9K2026-10-23
Cornerstone Planning Group LLC
CLOSED0604-604-100%$75.2K$0-$75.2K2026-10-16
Bullseye Investment Management, LLC
CLOSED0554-554-100%$64.6K$0-$64.6K2026-10-29
Kings Path Partners LLC
CLOSED0500-500-100%$58.3K$0-$58.3K2026-10-21
Founders Capital Management
CLOSED0207-207-100%$24.2K$0-$24.2K2026-10-13
BankPlus Trust Department
CLOSED0150-150-100%$17.5K$0-$17.5K2026-11-06
Commonwealth Retirement Investments LLC
CLOSED0148-148-100%$17.3K$0-$17.3K2026-10-26
Sims Investment Management, LLC
CLOSED051-51-100%$6.0K$0-$6.0K2026-10-13
Strategic Wealth Advisors LLC
CLOSED032-32-100%$5$0-$52026-11-06
Robinswood Financial LLC
CLOSED030-30-100%$3.5K$0-$3.5K2026-10-20
Halbert Hargrove Global Advisors, LLC
CLOSED012-12-100%$1.4K$0-$1.4K2026-10-16
Contravisory Investment Management, Inc.
CLOSED010-10-100%$1.2K$0-$1.2K2026-10-13
Evolution Advisers, Inc.
CLOSED05-5-100%$0$0$02026-11-06
Intact Investment Management Inc.
CLOSED000—$0$0$02026-11-03
West Financial Advisors, LLC
UNCHANGED000—$1$1$02026-10-22
Prairie Wealth Advisors, Inc.
UNCHANGED000—$1.4M$2.2M+$819.9K2026-10-29
BlackRock, Inc.
N/A—189,817,693-189,817,693-100%$22.1B———
Vanguard Capital Management LLC
N/A—146,137,514-146,137,514-100%$17.0B———
State Street Corp
N/A—104,490,468-104,490,468-100%$12.2B———
Invesco Ltd.
N/A—70,438,517-70,438,517-100%$8.2B———
Vanguard Portfolio Management LLC
N/A—50,276,809-50,276,809-100%$5.9B———
Morgan Stanley
N/A—34,021,287-34,021,287-100%$4.0B———
Norges Bank
N/A—31,076,211-31,076,211-100%$3.6B———
JPMorgan Chase & Co
N/A—29,494,974-29,494,974-100%$3.4B———
Goldman Sachs Group Inc
N/A—22,705,848-22,705,848-100%$2.6B———
FMR LLC
N/A—22,568,609-22,568,609-100%$2.6B———
Northern Trust Corp
N/A—20,721,086-20,721,086-100%$2.4B———
Arrowstreet Capital, Limited Partnership
N/A—20,517,115-20,517,115-100%$2.4B———
Bank of America Corp
N/A—19,020,265-19,020,265-100%$2.2B———
Charles Schwab Investment Management Inc
N/A—17,699,013-17,699,013-100%$2.1B———
Vanguard Fiduciary Trust Co
N/A—13,085,628-13,085,628-100%$1.5B———
UBS Asset Management Americas LLC
N/A—13,026,638-13,026,638-100%$1.5B———
Nuveen, LLC
N/A—12,429,136-12,429,136-100%$1.5B———
Legal & General Group Plc
N/A—12,195,645-12,195,645-100%$1.4B———
Bank of Montreal
N/A—9,454,670-9,454,670-100%$1.1B———
UBS Group AG
N/A—9,236,258-9,236,258-100%$1.1B———
Jennison Associates LLC
N/A—8,711,763-8,711,763-100%$1.0B———
Mirae Asset Global Etfs Holdings Ltd.
N/A—8,501,122-8,501,122-100%$990.8M———
Jane Street Group, LLC
N/A—8,352,444-8,352,444-100%$974.5M———
National Bank of Canada
N/A—8,213,944-8,213,944-100%$958.3M———
Price T Rowe Associates Inc
N/A—7,720,103-7,720,103-100%$900.7M———
Susquehanna International Group, LLP
N/A—7,692,515-7,692,515-100%$897.5M———
Renaissance Technologies LLC
N/A—7,568,370-7,568,370-100%$883.0M———
Canada Pension Plan Investment Board
N/A—7,266,489-7,266,489-100%$847.8M———
SG Americas Securities, LLC
N/A—7,238,956-7,238,956-100%$844.6M———
Swiss National Bank
N/A—6,142,500-6,142,500-100%$716.6M———
Hudson Bay Capital Management LP
N/A—5,642,150-5,642,150-100%$658.3M———
Royal Bank of Canada
N/A—5,300,463-5,300,463-100%$618.4M———
BNP Paribas Financial Markets
N/A—5,262,423-5,262,423-100%$614.0M———
National Pension Service
N/A—5,233,929-5,233,929-100%$610.6M———
Wellington Management Group LLP
N/A—5,150,519-5,150,519-100%$600.9M———
American Century Companies Inc
N/A—5,145,531-5,145,531-100%$600.3M———
Ameriprise Financial Inc
N/A—5,099,039-5,099,039-100%$594.6M———
Van Eck Associates Corp
N/A—5,007,820-5,007,820-100%$584.3M———
Vanguard Global Advisers, LLC
N/A—4,933,671-4,933,671-100%$575.6M———
Wells Fargo & Company
N/A—4,923,902-4,923,902-100%$574.5M———
HSBC Holdings PLC
N/A—4,835,246-4,835,246-100%$565.7M———
California Public Employees Retirement System
N/A—4,665,120-4,665,120-100%$544.3M———
Bank of Nova Scotia
N/A—4,058,959-4,058,959-100%$473.6M———
Vanguard Asset Management, Ltd
N/A—4,018,926-4,018,926-100%$468.9M———
Voya Investment Management LLC
N/A—3,968,714-3,968,714-100%$462.6M———
Rhumbline Advisers
N/A—3,681,182-3,681,182-100%$429.5M———
Raymond James Financial Inc
N/A—3,646,417-3,646,417-100%$425.4M———
Franklin Resources Inc
N/A—3,637,309-3,637,309-100%$424.4M———
Jupiter Topco LLC
N/A—3,621,397-3,621,397-100%$422.5M———
Two Sigma Investments, LP
N/A—3,544,053-3,544,053-100%$413.5M———
California State Teachers Retirement System
N/A—3,289,626-3,289,626-100%$383.8M———
AQR Capital Management LLC
N/A—3,284,152-3,284,152-100%$380.4M———
D. E. Shaw & Co., Inc.
N/A—3,261,919-3,261,919-100%$380.6M———
Capitolis Liquid Global Markets LLC
N/A—3,246,596-3,246,596-100%$378.8M———
ARK Investment Management LLC
N/A—3,212,286-3,212,286-100%$374.8M———
Holocene Advisors, LP
N/A—2,734,000-2,734,000-100%$319.0M———
Voloridge Investment Management, LLC
N/A—2,727,882-2,727,882-100%$318.3M———
Allianz Asset Management GmbH
N/A—2,675,196-2,675,196-100%$312.1M———
Marshall Wace, LLP
N/A—2,609,060-2,609,060-100%$304.4M———
Danske Bank A/S
N/A—2,540,153-2,540,153-100%$296.4M———
Alliancebernstein L.P.
N/A—2,492,400-2,492,400-100%$364.6M———
New York State Common Retirement Fund
N/A—2,369,441-2,369,441-100%$276.4M———
Clear Street Group Inc.
N/A—2,362,229-2,362,229-100%$275.6M———
Mariner, LLC
N/A—2,264,855-2,264,855-100%$264.2M———
First Trust Advisors LP
N/A—2,259,396-2,259,396-100%$263.6M———
BNP Paribas Asset Management Holding S.A.
N/A—2,187,304-2,187,304-100%$255.2M———
Adage Capital Partners GP, L.L.C.
N/A—2,047,700-2,047,700-100%$238.9M———
Fenelon Opportunity Fund Inc.
N/A—1,987,654-1,987,654-100%$262.4M———
Toronto Dominion Bank
N/A—1,985,912-1,985,912-100%$231.7M———
Winslow Capital Management, LLC
N/A—1,976,130-1,976,130-100%$230.6M———
Victory Capital Management Inc
N/A—1,963,523-1,963,523-100%$229.1M———
State Board of Administration of Florida Retirement System
N/A—1,907,811-1,907,811-100%$222.6M———
Aviva PLC
N/A—1,891,225-1,891,225-100%$220.6M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—1,858,630-1,858,630-100%$215.9M———
Citadel Advisors LLC
N/A—1,855,338-1,855,338-100%$216.5M———
Vident Advisory, LLC
N/A—1,755,853-1,755,853-100%$204.9M———
Millennium Management LLC
N/A—1,746,866-1,746,866-100%$203.8M———
Rafferty Asset Management, LLC
N/A—1,692,922-1,692,922-100%$197.5M———
Amova Asset Management Americas, Inc.
N/A—1,671,945-1,671,945-100%$194.9M———
Squarepoint Ops LLC
N/A—1,618,537-1,618,537-100%$188.8M———
Quantinno Capital Management LP
N/A—1,594,748-1,594,748-100%$186.1M———
Korea Investment Corp
N/A—1,582,648-1,582,648-100%$184.6M———
Cetera Investment Advisers
N/A—1,559,957-1,559,957-100%$182.0M———
SEI Investments Co
N/A—1,510,043-1,510,043-100%$176.2M———
Osaic Holdings, Inc.
N/A—1,469,440-1,469,440-100%$171.4M———
Ensign Peak Advisors, Inc
N/A—1,447,334-1,447,334-100%$168.9M———
Manufacturers Life Insurance Company, the
N/A—1,428,673-1,428,673-100%$166.7M———
Harvest Portfolios Group Inc.
N/A—1,405,261-1,405,261-100%$164.0M———
Heard Capital LLC
N/A—1,389,846-1,389,846-100%$162.2M———
Rockefeller Capital Management L.P.
N/A—1,389,598-1,389,598-100%$162.1M———
Jones Financial Companies Lllp
N/A—1,367,597-1,367,597-100%$154.4M———
Life Cycle Investment Partners Ltd
N/A—1,340,443-1,340,443-100%$156.4M———
Qube Research & Technologies Ltd
N/A—1,308,862-1,308,862-100%$152.7M———
Tidal Investments LLC
N/A—1,308,796-1,308,796-100%$152.7M———
Natixis Advisors, LLC
N/A—1,308,453-1,308,453-100%$152.7M———
TD Asset Management Inc
N/A—1,279,198-1,279,198-100%$149.2M———
Prudential Financial Inc
N/A—1,258,748-1,258,748-100%$146.9M———
Schroder Investment Management Group
N/A—1,251,904-1,251,904-100%$146.1M———
Blue Sparrow, LLC
N/A—1,235,500-1,235,500-100%$144.1M———
Tudor Investment Corp ET AL
N/A—1,232,652-1,232,652-100%$143.8M———
Cresset Asset Management, LLC
N/A—1,228,676-1,228,676-100%$143.3M———
Envestnet Asset Management Inc
N/A—1,228,011-1,228,011-100%$143.3M———
Mitsubishi UFJ Trust & Banking Corp
N/A—1,205,529-1,205,529-100%$140.6M———
Saudi Central Bank
N/A—1,198,634-1,198,634-100%$158.7M———
Nordea Investment Management AB
N/A—1,188,718-1,188,718-100%$136.8M———
Treasurer of the State of North Carolina
N/A—1,164,554-1,164,554-100%$135.9M———
State of Wisconsin Investment Board
N/A—1,163,405-1,163,405-100%$135.7M———
Chevy Chase Trust Holdings, LLC
N/A—1,109,654-1,109,654-100%$129.5M———
LOS Angeles Capital Management LLC
N/A—1,106,716-1,106,716-100%$129.1M———
Royal London Asset Management LTD
N/A—1,070,132-1,070,132-100%$124.9M———
Vanguard Investments Australia, Ltd.
N/A—1,044,836-1,044,836-100%$121.9M———
Quadrature Capital Ltd
N/A—1,004,420-1,004,420-100%$117.2M———
Sculptor Capital LP
N/A—1,000,000-1,000,000-100%$116.7M———
Trexquant Investment LP
N/A—978,613-978,613-100%$114.2M———
Stifel Financial Corp
N/A—955,741-955,741-100%$111.5M———
Nomura Asset Management Co LTD
N/A—944,485-944,485-100%$110.2M———
Capstone Investment Advisors, LLC
N/A—925,130-925,130-100%$107.9M———
KLP Kapitalforvaltning AS
N/A—915,400-915,400-100%$106.8M———
Cerity Partners LLC
N/A—909,588-909,588-100%$106.1M———
Optiver Holding B.V.
N/A—903,102-903,102-100%$105.4M———
Captrust Financial Advisors
N/A—893,038-893,038-100%$104.2M———
Teacher Retirement System of Texas
N/A—889,645-889,645-100%$103.8M———
Capital Research Global Investors
N/A—876,300-876,300-100%$102.2M———
Public Employees Retirement System of Ohio
N/A—849,121-849,121-100%$99.1M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—793,825-793,825-100%$92.6M———
Acadian Asset Management LLC
N/A—763,616-763,616-100%$89.1M———
ING Groep NV
N/A—759,080-759,080-100%$88.6M———
Dock Street Asset Management Inc
N/A—753,957-753,957-100%$88.0M———
CTC LLC
N/A—747,832-747,832-100%$87.2M———
DnB Asset Management AS
N/A—740,723-740,723-100%$86.4M———
State of Tennessee, Department of Treasury
N/A—737,027-737,027-100%$86.0M———
AustralianSuper Pty Ltd
N/A—737,015-737,015-100%$86.0M———
Focus Partners Wealth
N/A—722,270-722,270-100%$84.3M———
CI Investments Inc.
N/A—705,885-705,885-100%$82.4M———
TCW Group Inc
N/A—702,491-702,491-100%$82.0M———
Macquarie Group LTD
N/A—691,718-691,718-100%$80.7M———
CIBC Bancorp USA Inc.
N/A—688,144-688,144-100%$80.2M———
HighTower Advisors, LLC
N/A—682,258-682,258-100%$79.6M———
Ossiam
N/A—664,927-664,927-100%$77.6M———
Nissay Asset Management Corp N
N/A—663,483-663,483-100%$77.4M———
ABN Amro Bank N.V.
N/A—658,389-658,389-100%$76.8M———
Lansforsakringar Fondforvaltning AB (publ)
N/A—657,549-657,549-100%$76.7M———
MML Investors Services, LLC
N/A—655,492-655,492-100%$76.5M———
Intech Investment Management LLC
N/A—654,498-654,498-100%$76.4M———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—654,279-654,279-100%$76.4M———
Nomura Holdings Inc
N/A—644,797-644,797-100%$75.2M———
Worldquant Millennium Advisors LLC
N/A—633,101-633,101-100%$73.9M———
Resona Asset Management Co.,Ltd.
N/A—629,408-629,408-100%$73.3M———
MetLife Investment Management, LLC
N/A—611,279-611,279-100%$71.3M———
AE Wealth Management LLC
N/A—609,653-609,653-100%$71.1M———
Public Sector Pension Investment Board
N/A—596,024-596,024-100%$69.5M———
Credit Agricole S A
N/A—588,665-588,665-100%$68.7M———
Sanctuary Advisors, LLC
N/A—556,436-556,436-100%$64.9M———
Guggenheim Capital LLC
N/A—551,971-551,971-100%$64.4M———
NewEdge Advisors, LLC
N/A—548,759-548,759-100%$64.0M———
Wealthfront Advisers LLC
N/A—534,909-534,909-100%$62.4M———
Defiance ETFs, LLC
N/A—533,993-533,993-100%$67.1M———
Public Employees Retirement Association of Colorado
N/A—531,738-531,738-100%$62.0M———
Penserra Capital Management LLC
N/A—526,158-526,158-100%$61.4M———
HRT Financial LP
N/A—522,235-522,235-100%$60.9M———
Hamilton Capital Partners Inc.
N/A—512,436-512,436-100%$59.8M———
Baird Financial Group, Inc.
N/A—509,631-509,631-100%$59.5M———
Gotham Asset Management, LLC
N/A—505,520-505,520-100%$59.0M———
Cable Car Capital, LPA
N/A—500,000-500,000-100%$58.3M———
Woodline Partners LP
N/A—494,398-494,398-100%$57.7M———
Beacon Pointe Advisors, LLC
N/A—482,498-482,498-100%$56.3M———
Huntington National Bank
N/A—467,503-467,503-100%$54.5M———
CIBC World Market Inc.
N/A—459,696-459,696-100%$53.6M———
&partners
N/A—450,237-450,237-100%$53.0M———
GTS Securities LLC
N/A—447,973-447,973-100%$52.3M———
Janney Montgomery Scott LLC
N/A—440,180-440,180-100%$51.4M———
Kingsview Wealth Management, LLC
N/A—431,899-431,899-100%$50.4M———
Pacer Advisors, Inc.
N/A—427,884-427,884-100%$49.9M———
Balyasny Asset Management L.P.
N/A—426,635-426,635-100%$49.8M———
Walleye Trading LLC
N/A—424,572-424,572-100%$49.5M———
Private Advisor Group, LLC
N/A—423,735-423,735-100%$49.4M———
Northwestern Mutual Wealth Management Co
N/A—402,872-402,872-100%$47.0M———
Connors Investor Services Inc
N/A—402,802-402,802-100%$47.0M———
Mediolanum International Funds Ltd
N/A—400,837-400,837-100%$46.4M———
Peak6 LLC
N/A—400,193-400,193-100%$46.7M———
Lazard Asset Management LLC
N/A—394,273-394,273-100%$46.0M———
QRG Capital Management, Inc.
N/A—386,796-386,796-100%$45.1M———
Mercer Global Advisors Inc
N/A—385,533-385,533-100%$45.0M———
Sargent Investment Group, LLC
N/A—383,906-383,906-100%$44.8M———
Andra Ap-fonden
N/A—380,700-380,700-100%$44.4M———
USS Investment Management Ltd
N/A—379,094-379,094-100%$44.2M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—362,640-362,640-100%$42.3M———
Summit Trail Advisors, LLC
N/A—358,523-358,523-100%$41.8M———
Panagora Asset Management Inc
N/A—353,789-353,789-100%$41.3M———
Prudential PLC
N/A—347,485-347,485-100%$40.5M———
Utah Retirement Systems
N/A—337,159-337,159-100%$39.3M———
Pinebridge Investments LLC
N/A—336,657-336,657-100%$39.3M———
Police & Firemen's Retirement System of New Jersey
N/A—332,801-332,801-100%$38.8M———
Summit Financial, LLC
N/A—332,171-332,171-100%$38.8M———
O'shaughnessy Asset Management, LLC
N/A—328,743-328,743-100%$38.4M———
British Columbia Investment Management Corp
N/A—326,432-326,432-100%$38.1M———
Man Group plc
N/A—324,539-324,539-100%$37.9M———
Elo Mutual Pension Insurance Co
N/A—322,353-322,353-100%$37.6M———
Varma Mutual Pension Insurance Co
N/A—322,300-322,300-100%$37.6M———
Wedbush Fund Advisers, LLC
N/A—315,350-315,350-100%$36.8M———
Arax Advisory Partners
N/A—307,090-307,090-100%$35.8M———
IEQ Capital, LLC
N/A—305,395-305,395-100%$35.6M———
Vanguard Personalized Indexing Management, LLC
N/A—301,158-301,158-100%$35.1M———
Marex Group Ltd
N/A—300,106-300,106-100%$35.0M———
Vinva Investment Management Ltd
N/A—298,992-298,992-100%$34.6M———
Shelton Capital Management
N/A—298,343-298,343-100%$34.8M———
Clarity Financial LLC
N/A—296,764-296,764-100%$34.6M———
Neuberger Berman Group LLC
N/A—296,719-296,719-100%$34.6M———
Keywise Capital Management (HK) Ltd
N/A—292,870-292,870-100%$34.2M———
Lord, Abbett & Co. LLC
N/A—290,027-290,027-100%$33.8M———
Silvant Capital Management LLC
N/A—286,514-286,514-100%$33.4M———
Investment Management Corp of Ontario
N/A—284,004-284,004-100%$33.1M———
Empowered Funds, LLC
N/A—282,116-282,116-100%$32.9M———
Ilmarinen Mutual Pension Insurance Co
N/A—279,781-279,781-100%$32.6M———
Fortress Private Ledger, LLC
N/A—276,500-276,500-100%$32.3M———
Keystone Financial Group
N/A—274,467-274,467-100%$32.0M———
Whittier Trust Co
N/A—273,487-273,487-100%$36.2M———
Commerce Bank
N/A—266,008-266,008-100%$31.0M———
Oversea-Chinese Banking Corp Ltd
N/A—259,240-259,240-100%$29.5M———
Bridgeway Capital Management, LLC
N/A—253,492-253,492-100%$29.6M———
Federation des caisses Desjardins du Quebec
N/A—252,064-252,064-100%$29.4M———
Telemark Asset Management, LLC
N/A—250,000-250,000-100%$29.2M———
Zacks Investment Management
N/A—247,437-247,437-100%$28.9M———
Federated Hermes, Inc.
N/A—244,818-244,818-100%$28.6M———
Harvest Fund Management Co., Ltd
N/A—244,224-244,224-100%$28.5M———
Sequoia Financial Advisors, LLC
N/A—243,293-243,293-100%$28.4M———
Stephens Inc
N/A—238,173-238,173-100%$27.8M———
Carroll Investors, Inc
N/A—237,548-237,548-100%$27.7M———
Norinchukin Bank, The
N/A—237,281-237,281-100%$27.7M———
Nearwater Capital Markets, Ltd
N/A—230,000-230,000-100%$26.8M———
Advisory Services Network, LLC
N/A—229,462-229,462-100%$26.8M———
RiverFront Investment Group, LLC
N/A—229,401-229,401-100%$26.8M———
Horizon Investments, LLC
N/A—228,348-228,348-100%$26.6M———
Cantor Fitzgerald, L. P.
N/A—223,135-223,135-100%$26.0M———
Equitable Holdings, Inc.
N/A—219,823-219,823-100%$25.6M———
Brown Advisory Inc
N/A—219,223-219,223-100%$25.6M———
Snowden Capital Advisors LLC
N/A—218,496-218,496-100%$25.5M———
Clearbridge Investments, LLC
N/A—214,526-214,526-100%$25.0M———
Spirepoint Private Client, LLC
N/A—208,372-208,372-100%$24.3M———
Steward Partners Investment Advisory, LLC
N/A—207,382-207,382-100%$24.2M———
Stratos Wealth Partners, Ltd.
N/A—206,936-206,936-100%$24.1M———
Mufg Securities Emea plc
N/A—206,089-206,089-100%$24.0M———
Nomura Asset Management International Inc.
N/A—205,932-205,932-100%$24.0M———
M&T Bank Corp
N/A—200,856-200,856-100%$23.4M———
Teachers Retirement System of the State of Kentucky
N/A—200,122-200,122-100%$23.3M———
Caprock Group, LLC
N/A—199,599-199,599-100%$23.3M———
Allstate Corp
N/A—195,599-195,599-100%$22.8M———
Banco Santander, S.A.
N/A—189,194-189,194-100%$22.1M———
Oddo BHF Asset Management SAS
N/A—187,916-187,916-100%$21.9M———
Itau Unibanco Holding S.A.
N/A—186,613-186,613-100%$21.8M———
Integrated Wealth Concepts LLC
N/A—185,422-185,422-100%$21.6M———
Arkadios Wealth Advisors
N/A—182,940-182,940-100%$21.3M———
Mizuho Securities USA LLC
N/A—179,756-179,756-100%$21.0M———
Stony Point Capital LLC
N/A—177,841-177,841-100%$20.7M———
IQ EQ Fund Management (Ireland) Ltd
N/A—172,976-172,976-100%$20.2M———
Ttrf Capital Ltd
N/A—171,300-171,300-100%$20.0K———
LMR Partners LLP
N/A—166,530-166,530-100%$19.4M———
Pathstone Holdings, LLC
N/A—165,892-165,892-100%$19.4M———
E Fund Management Co., Ltd.
N/A—161,290-161,290-100%$18.8M———
Greenwich Wealth Management LLC
N/A—160,800-160,800-100%$18.8M———
Purpose Unlimited Inc.
N/A—159,618-159,618-100%$18.6M———
Group One Trading LLC
N/A—158,800-158,800-100%$18.5M———
Omers Administration Corp
N/A—153,046-153,046-100%$17.9M———
Z3 Capital Partners, LLC
N/A—153,011-153,011-100%$17.9M———
1776 Wealth LLC
N/A—148,600-148,600-100%$17.3M———
Scotia Capital Inc.
N/A—147,675-147,675-100%$17.2M———
Capula Management Ltd
N/A—144,474-144,474-100%$16.9M———
Glenmede Trust Co NA
N/A—141,592-141,592-100%$16.5M———
Danica Pension, Livsforsikringsaktieselskab
N/A—140,282-140,282-100%$16.4M———
Kentucky Retirement Systems
N/A—137,900-137,900-100%$16.1M———
Orion Investment Co
N/A—134,516-134,516-100%$15.7M———
PFG Investments, LLC
N/A—134,022-134,022-100%$15.6M———
WCG Wealth Advisors LLC
N/A—130,426-130,426-100%$15.2M———
Bienville Capital Management, LLC
N/A—128,416-128,416-100%$15.0M———
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
N/A—126,960-126,960-100%$14.8M———
Oasis Management Co Ltd.A
N/A—122,625-122,625-100%$14.3M———
Affinity Wealth Management LLC
N/A—121,608-121,608-100%$14.2M———
Independent Advisor Alliance
N/A—121,376-121,376-100%$14.2M———
Blair William & Co
N/A—119,250-119,250-100%$13.9M———
Krane Funds Advisors LLC
N/A—119,238-119,238-100%$13.9M———
Artisan Partners Limited Partnership
N/A—118,172-118,172-100%$13.8M———
Knollwood Investment Advisory, LLC
N/A—117,034-117,034-100%$13.7M———
Parallax Volatility Advisers, L.P.
N/A—116,581-116,581-100%$13.6M———
Vestcor Inc
N/A—115,543-115,543-100%$13.5M———
Aptus Capital Advisors, LLC
N/A—112,610-112,610-100%$13.1M———
Alyeska Investment Group, L.P.
N/A—111,088-111,088-100%$13.0M———
Envestnet Portfolio Solutions, Inc.
N/A—110,588-110,588-100%$12.9M———
Advisors Asset Management, Inc.
N/A—109,024-109,024-100%$12.7M———
Adapt Investment Managers SA
N/A—108,609-108,609-100%$12.7M———
Matthew 25 Management Corp
N/A—107,500-107,500-100%$12.5M———
Vestmark Advisory Solutions, Inc.
N/A—106,470-106,470-100%$12.4M———
Lombard Odier Asset Management (Switzerland) SA
N/A—106,236-106,236-100%$12.4M———
Capital Impact Advisors, LLC
N/A—104,172-104,172-100%$12.2M———
Iron Gate Global Advisors LLC
N/A—103,982-103,982-100%$12.1M———
Daiichi Life Insurance Co., Ltd.
N/A—103,845-103,845-100%$12.1M———
Ameritas Investment Partners, Inc.
N/A—103,265-103,265-100%$12.0M———
Faithward Advisors, LLC
N/A—102,360-102,360-100%$11.9M———
Brevan Howard Capital Management LP
N/A—102,164-102,164-100%$11.9M———
MAI Capital Management
N/A—96,313-96,313-100%$11.2M———
Mubadala Investment Co Pjsc
N/A—95,656-95,656-100%$11.2M———
Commerzbank Aktiengesellschaft
N/A—94,556-94,556-100%$11.0M———
Foundations Investment Advisors, LLC
N/A—94,437-94,437-100%$11.0M———
Whittier Trust Co of Nevada Inc
N/A—94,308-94,308-100%$12.7M———
Parker Investment Management, LLC
N/A—93,330-93,330-100%$10.9M———
Citizens Business Bank
N/A—92,899-92,899-100%$10.8M———
Liontrust Investment Partners LLP
N/A—92,817-92,817-100%$10.8M———
Navellier & Associates Inc
N/A—91,812-91,812-100%$10.7M———
Orion Porfolio Solutions, LLC
N/A—89,468-89,468-100%$10.4M———
LGT Group Foundation
N/A—89,118-89,118-100%$10.4M———
Voleon Capital Management LP
N/A—87,466-87,466-100%$10.2M———
Benningfield Financial Advisors, LLC
N/A—87,440-87,440-100%$10.2M———
Siemens Fonds Invest GmbH
N/A—87,078-87,078-100%$10.2M———
Capital Wealth Planning, LLC
N/A—86,607-86,607-100%$10.1M———
BFC Planning, Inc.
N/A—85,387-85,387-100%$10.0M———
Tower Research Capital LLC (TRC)
N/A—85,278-85,278-100%$9.9M———
Hodges Capital Management Inc.
N/A—85,048-85,048-100%$9.9M———
Metis Global Partners, LLC
N/A—84,390-84,390-100%$9.8M———
Klingenstein Fields & Co LP
N/A—83,773-83,773-100%$9.8M———
Ameritas Advisory Services, LLC
N/A—83,117-83,117-100%$9.7M———
Gilder Gagnon Howe & Co LLC
N/A—82,574-82,574-100%$9.6M———
Henson-Edgewater Management, LLC
N/A—82,086-82,086-100%$14.0M———
Bleakley Financial Group, LLC
N/A—82,031-82,031-100%$9.6M———
Advisors Capital Management, LLC
N/A—80,666-80,666-100%$9.4M———
Benjamin Edwards Inc
N/A—79,883-79,883-100%$9.3M———
Global Retirement Partners, LLC
N/A—79,424-79,424-100%$9.3M———
KKM Financial LLC
N/A—78,479-78,479-100%$9.6M———
Kovack Advisors, Inc.
N/A—78,025-78,025-100%$9.4M———
Alden Global Capital LLC
N/A—77,575-77,575-100%$9.1M———
IHT Wealth Management, LLC
N/A—77,086-77,086-100%$9.0M———
Entropy Technologies, LP
N/A—76,686-76,686-100%$8.9M———
Mutual Advisors, LLC
N/A—76,392-76,392-100%$8.9M———
Harbour Investments, Inc.
N/A—75,377-75,377-100%$8.8M———
EFG International AG
N/A—75,181-75,181-100%$8.8M———
CSM Advisors, LLC
N/A—74,938-74,938-100%$8.7M———
Meeder Advisory Services, Inc.
N/A—74,247-74,247-100%$8.7M———
Callan Family Office, LLC
N/A—74,057-74,057-100%$8.6M———
Wealthspire Advisors, LLC
N/A—74,010-74,010-100%$8.6M———
EP Wealth Advisors, LLC
N/A—73,669-73,669-100%$8.6M———
Northwestern Mutual Investment Management Company, LLC
N/A—73,616-73,616-100%$8.6M———
Mark Sheptoff Financial Planning, LLC
N/A—73,424-73,424-100%$8.6M———
Seven Grand Managers, LLC
N/A—71,000-71,000-100%$8.3M———
United Capital Financial Advisors, LLC
N/A—70,548-70,548-100%$8.2M———
SlateStone Wealth, LLC
N/A—70,182-70,182-100%$8.2M———
Allianz SE
N/A—69,518-69,518-100%$8.1M———
Osmosis Investment Management UK Ltd
N/A—69,294-69,294-100%$8.1M———
Mufg Securities Americas Inc.
N/A—69,155-69,155-100%$8.1M———
Belpointe Asset Management LLC
N/A—68,471-68,471-100%$8.0M———
Genesis Financial Group, LLC
N/A—68,306-68,306-100%$8.0M———
Owen LaRue, LLC
N/A—68,102-68,102-100%$7.9M———
Employees Retirement System of Texas
N/A—67,961-67,961-100%$7.9M———
Pine Valley Investments Ltd Liability Co
N/A—67,799-67,799-100%$7.9M———
NewEdge Wealth, LLC
N/A—67,651-67,651-100%$7.9M———
Erste Asset Management GmbH
N/A—67,500-67,500-100%$7.8M———
Tocqueville Asset Management L.P.
N/A—67,487-67,487-100%$7.9M———
Meiji Yasuda Asset Management Co Ltd.
N/A—66,669-66,669-100%$7.8M———
Leavell Investment Management, Inc.
N/A—66,106-66,106-100%$7.7M———
Jain Global LLC
N/A—64,493-64,493-100%$7.5M———
Laird Norton Wetherby Trust Company, LLC
N/A—64,290-64,290-100%$7.5M———
Savvy Advisors, Inc.
N/A—62,802-62,802-100%$7.3M———
Philadelphia Investment Partners, LLC
N/A—62,426-62,426-100%$7.3M———
Rokos Capital Management LLP
N/A—61,865-61,865-100%$7.2M———
Ausdal Financial Partners, Inc.
N/A—61,832-61,832-100%$7.2M———
Cambient Family Office, LLC
N/A—61,439-61,439-100%$7.2M———
Ithaka Group LLC
N/A—60,931-60,931-100%$7.1M———
Swan Global Investments, LLC
N/A—60,335-60,335-100%$7.0M———
H&H International Investment, LLC
N/A—60,000-60,000-100%$7.0M———
Intellectus Partners, LLC
N/A—59,788-59,788-100%$7.0M———
Canada Post Corp Registered Pension Plan
N/A—57,770-57,770-100%$6.7M———
Kentucky Retirement Systems Insurance Trust Fund
N/A—57,226-57,226-100%$6.7M———
RPg Family Wealth Advisory, LLC
N/A—57,173-57,173-100%$6.7M———
Titan Wealth (CI) Ltd
N/A—56,600-56,600-100%$6.6M———
Insigneo Advisory Services, LLC
N/A—56,381-56,381-100%$6.6M———
Principal Securities, Inc.
N/A—55,917-55,917-100%$6.5M———
Centaurus Financial, Inc.
N/A—55,578-55,578-100%$6.5M———
Twin Tree Management, LP
N/A—54,826-54,826-100%$6.4M———
Circle Wealth Management, LLC
N/A—54,200-54,200-100%$6.3M———
Broadleaf Partners, LLC
N/A—54,115-54,115-100%$6.3M———
Byrne Financial Freedom, LLC
N/A—53,791-53,791-100%$6.3M———
Saba Capital Management, L.P.A
N/A—53,369-53,369-100%$6.2M———
Aft, Forsyth & Sober, LLC
N/A—53,000-53,000-100%$7.8M———
Harvest Investment Services, LLC
N/A—52,408-52,408-100%$6.1M———
Marietta Investment Partners LLC
N/A—51,637-51,637-100%$6.0M———
Moneta Group Investment Advisors LLC
N/A—51,443-51,443-100%$6.0M———
Tradition Wealth Management, LLC
N/A—51,260-51,260-100%$6.0M———
Fortis Capital Advisors, LLC
N/A—50,946-50,946-100%$5.9M———
Kirtland Hills Capital Management, LLC
N/A—50,554-50,554-100%$5.9M———
Morgens Waterfall Vintiadis & Co Inc
N/A—50,000-50,000-100%$5.8M———
Cary Street Partners Financial LLC
N/A—49,287-49,287-100%$5.8M———
Western Wealth Management, LLC
N/A—48,685-48,685-100%$5.7M———
Wealth Management Associates, Inc.
N/A—48,536-48,536-100%$5.7M———
IFG Advisory, LLC
N/A—48,446-48,446-100%$5.7M———
Waverly Advisors, LLC
N/A—48,242-48,242-100%$5.6M———
Brown Brothers Harriman & Co
N/A—47,537-47,537-100%$5.5M———
Coldstream Capital Management Inc
N/A—47,213-47,213-100%$5.5M———
Perennial Investment Advisors, LLC
N/A—47,089-47,089-100%$5.5M———
HighPoint Advisor Group LLC
N/A—46,808-46,808-100%$5.5M———
CreativeOne Wealth, LLC
N/A—46,728-46,728-100%$5.5M———
Focus Partners Advisor Solutions, LLC
N/A—46,336-46,336-100%$5.4M———
King Wealth Management Group
N/A—45,563-45,563-100%$5.3M———
Fidelis Capital Partners, LLC
N/A—44,926-44,926-100%$5.2M———
World Investment Advisors
N/A—44,680-44,680-100%$6.1M———
Oder Investment Management, LLC
N/A—44,658-44,658-100%$5.2M———
Algert Global LLC
N/A—44,570-44,570-100%$5.2M———
Private Capital Management, LLC
N/A—44,431-44,431-100%$5.2M———
Two Sigma Securities, LLC
N/A—44,088-44,088-100%$5.1M———
Compass Capital Corp
N/A—43,900-43,900-100%$7.7M———
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
N/A—43,040-43,040-100%$5.0M———
LM Advisors LLC
N/A—42,778-42,778-100%$5.0M———
Kapstone Financial Advisors LLC
N/A—42,616-42,616-100%$5.0M———
Neo Ivy Capital Management
N/A—42,493-42,493-100%$5.0M———
Quest Investment Management LLC
N/A—42,054-42,054-100%$4.9M———
Bulltick Wealth Management, LLC
N/A—41,450-41,450-100%$4.8M———
National Philanthropic Trust
N/A—41,171-41,171-100%$4.8M———
Bessemer Group Inc
N/A—41,169-41,169-100%$4.8M———
Proem Advisors LLC
N/A—40,881-40,881-100%$4.8M———
NorthCoast Asset Management LLC
N/A—40,845-40,845-100%$4.8M———
Great Valley Advisor Group, Inc.
N/A—39,915-39,915-100%$4.7M———
Boston Family Office LLC
N/A—39,561-39,561-100%$4.6M———
Copos Capital B.V.
N/A—39,345-39,345-100%$4.6M———
Flow Traders U.S. LLC
N/A—39,316-39,316-100%$4.6M———
Gladstone Institutional Advisory LLC
N/A—39,108-39,108-100%$4.6M———
JT Stratford LLC
N/A—38,890-38,890-100%$4.5M———
Klcm Advisors, Inc.
N/A—38,417-38,417-100%$4.5M———
B & T Capital Management DBA Alpha Capital Management
N/A—38,169-38,169-100%$4.5M———
FAS Wealth Partners, Inc.
N/A—38,163-38,163-100%$4.5M———
Aragon Global Management, LP
N/A—37,790-37,790-100%$4.4M———
Sycale Advisors (NY) LLC
N/A—37,641-37,641-100%$4.4M———
WIM Investment Management Ltd
N/A—37,530-37,530-100%$4.4M———
Fiduciary Trust Co
N/A—37,504-37,504-100%$4.4M———
OneDigital Investment Advisors LLC
N/A—37,255-37,255-100%$4.3M———
Jaffetilchin Investment Partners, LLC
N/A—37,247-37,247-100%$4.3M———
Financial Sense Advisors, Inc.
N/A—36,800-36,800-100%$4.3M———
Groupe la Francaise
N/A—36,614-36,614-100%$4.2M———
Rothschild Investment LLC
N/A—36,026-36,026-100%$4.2M———
Intrepid Financial Planning Group LLC
N/A—35,842-35,842-100%$4.2M———
LGT Fund Management Co Ltd.
N/A—35,800-35,800-100%$4.2M———
Cvfg LLC
N/A—35,399-35,399-100%$4.1M———
XTX Topco Ltd
N/A—35,281-35,281-100%$4.1M———
Emerald Investment Advisers, LLC
N/A—34,939-34,939-100%$4.1M———
Massachusetts Financial Services Co
N/A—34,539-34,539-100%$4.0M———
Aquatic Capital Management LLC
N/A—34,465-34,465-100%$4.0M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—34,299-34,299-100%$4.0M———
Denali Advisors LLC
N/A—34,245-34,245-100%$4.0M———
FIL Ltd
N/A—33,728-33,728-100%$3.9M———
Banque Transatlantique SA
N/A—33,239-33,239-100%$4.0M———
Brand Asset Management Group, Inc.
N/A—32,737-32,737-100%$3.8M———
Walleye Capital LLC
N/A—32,651-32,651-100%$3.8M———
Bragg Financial Advisors, Inc
N/A—32,631-32,631-100%$3.8M———
Financial Engines Advisors L.L.C.
N/A—32,179-32,179-100%$3.8M———
Fox Hill Wealth Management
N/A—31,824-31,824-100%$3.7M———
Benchmark Investment Advisors LLC
N/A—31,622-31,622-100%$3.7M———
Garden State Investment Advisory Services LLC
N/A—31,614-31,614-100%$3.7M———
Evercore Wealth Management, LLC
N/A—31,551-31,551-100%$3.7M———
Hollencrest Capital Management
N/A—31,375-31,375-100%$3.7M———
Sciencast Management LP
N/A—31,340-31,340-100%$3.7M———
Aspiring Ventures, LLC
N/A—31,246-31,246-100%$3.6M———
NorthRock Partners, LLC
N/A—31,213-31,213-100%$3.6M———
Main Street Financial Solutions, LLC
N/A—31,104-31,104-100%$3.6M———
Prospect Financial Services LLC
N/A—31,064-31,064-100%$3.6M———
Howard Hughes Medical Institute
N/A—30,757-30,757-100%$3.6M———
Mason & Associates Inc
N/A—30,635-30,635-100%$3.6M———
Bannerstone Capital Management, LLC
N/A—30,554-30,554-100%$3.6M———
Laffer Tengler Investments, Inc.
N/A—30,481-30,481-100%$3.6M———
Centiva Capital, LP
N/A—30,409-30,409-100%$3.5M———
McDonough Capital Management, Inc
N/A—30,215-30,215-100%$3.5M———
Cornerstone Select Advisors, LLC
N/A—29,272-29,272-100%$3.4M———
Rathbones Group PLC
N/A—28,773-28,773-100%$3.4M———
Performance Wealth Partners, LLC
N/A—28,654-28,654-100%$3.3M———
Engineers Gate Manager LP
N/A—28,360-28,360-100%$3.3M———
Modern Wealth Management, LLC
N/A—28,055-28,055-100%$3.3M———
Xcelsior Advisor Partners LLC
N/A—28,039-28,039-100%$3.3M———
Centric Wealth Management
N/A—27,945-27,945-100%$4.1M———
Smartleaf Asset Management LLC
N/A—27,708-27,708-100%$3.2M———
Clare Market Investments LLC
N/A—27,635-27,635-100%$3.2M———
one8zero8, LLC
N/A—27,427-27,427-100%$3.2M———
Bay Rivers Group
N/A—27,087-27,087-100%$3.2M———
New Age Alpha Advisors, LLC
N/A—26,977-26,977-100%$3.1M———
Capital Advisors Inc
N/A—26,719-26,719-100%$3.1M———
Zuckerman Investment Group, LLC
N/A—26,654-26,654-100%$3.1M———
Twin Capital Management Inc
N/A—26,574-26,574-100%$3.1M———
Pinnacle Financial Partners, Inc.
N/A—26,513-26,513-100%$3.1M———
Arvest Bank Trust Division
N/A—26,424-26,424-100%$3.1M———
Sumitomo Life Insurance Co
N/A—26,361-26,361-100%$3.1M———
Freestone Capital Holdings, LLC
N/A—26,211-26,211-100%$3.1M———
Guardian Capital LP
N/A—25,878-25,878-100%$3.0M———
Arete Wealth Advisors, LLC
N/A—25,866-25,866-100%$3.0M———
Financial Life Planners
N/A—25,680-25,680-100%$3.0M———
Stonebridge Financial Group, LLC
N/A—25,510-25,510-100%$3.0M———
Morse Asset Management, Inc
N/A—25,392-25,392-100%$3.0M———
Fielder Capital Group LLC
N/A—25,201-25,201-100%$2.9M———
N.E.W. Advisory Services LLC
N/A—25,058-25,058-100%$2.9M———
Ballentine Partners, LLC
N/A—24,859-24,859-100%$2.9M———
Mayflower Financial Advisors, LLC
N/A—24,845-24,845-100%$2.9M———
Destination Wealth Management
N/A—24,785-24,785-100%$2.9M———
Menard Financial Group LLC
N/A—24,766-24,766-100%$2.9M———
Meiji Yasuda Life Insurance Co
N/A—24,532-24,532-100%$2.9M———
Intesa Sanpaolo S.p.A.
N/A—24,409-24,409-100%$2.8M———
DRW Securities, LLC
N/A—24,210-24,210-100%$2.8M———
Waterloo Capital, L.P.
N/A—24,105-24,105-100%$2.8M———
Mcguire Capital Advisors Inc
N/A—24,099-24,099-100%$2.8M———
Brendel Financial Advisors LLC
N/A—24,093-24,093-100%$2.8M———
Hillsdale Investment Management Inc.
N/A—23,430-23,430-100%$2.7M———
Invst, LLC
N/A—23,376-23,376-100%$2.7M———
Frec Markets, Inc.
N/A—23,358-23,358-100%$2.7M———
Alerus Financial NA
N/A—22,940-22,940-100%$2.7M———
PDT Partners, LLC
N/A—22,863-22,863-100%$2.7M———
Stelac Advisory Services LLC
N/A—22,742-22,742-100%$2.7M———
Loomis Sayles & Co L P
N/A—22,530-22,530-100%$2.6M———
Modus Advisors, LLC
N/A—22,324-22,324-100%$2.6M———
Evelyn Partners Group Ltd
N/A—22,194-22,194-100%$2.6M———
BSW Wealth Partners
N/A—21,960-21,960-100%$2.6M———
Octavia Wealth Advisors, LLC
N/A—21,878-21,878-100%$2.6M———
Palisade Capital Management, LP
N/A—21,480-21,480-100%$2.5M———
Campbell & Co Investment Adviser LLC
N/A—21,466-21,466-100%$2.5M———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—21,324-21,324-100%$2.5M———
Nwam LLC
N/A—21,270-21,270-100%$2.5M———
Cofg Advisors, LLC
N/A—21,220-21,220-100%$2.5M———
Jump Financial, LLC
N/A—21,085-21,085-100%$2.5M———
Composition Wealth, LLC
N/A—21,062-21,062-100%$2.5M———
Transamerica Financial Advisors, LLC
N/A—21,034-21,034-100%$2.5M———
Banque Cantonale Vaudoise
N/A—20,805-20,805-100%$2.4M———
Ancora Advisors LLCA
N/A—20,556-20,556-100%$2.4M———
Intellus Advisors LLC
N/A—20,533-20,533-100%$2.4M———
Walter & Keenan Wealth Management LLC
N/A—20,387-20,387-100%$2.4M———
Syon Capital LLC
N/A—20,278-20,278-100%$2.4M———
Mitchell Mcleod Pugh & Williams Inc
N/A—20,032-20,032-100%$2.3M———
Pallas Capital Advisors LLC
N/A—19,843-19,843-100%$2.3M———
1832 Asset Management L.P.
N/A—19,708-19,708-100%$2.3M———
Occudo Quantitative Strategies LP
N/A—19,447-19,447-100%$2.3M———
Ninepoint Partners LP
N/A—19,219-19,219-100%$2.2M———
Optas, LLC
N/A—18,888-18,888-100%$2.2M———
Financial Gravity Companies, Inc.
N/A—18,876-18,876-100%$2.2M———
Pure Financial Advisors, LLC
N/A—18,815-18,815-100%$2.2M———
FWL Investment Management, LLC
N/A—18,808-18,808-100%$2.2M———
Provident Co of the Employees of the Hebrew University LTD
N/A—18,746-18,746-100%$2.2M———
Shepherd Wealth Management Ltd Liability Co
N/A—18,668-18,668-100%$3.2M———
Landscape Capital Management, L.L.C.
N/A—18,541-18,541-100%$2.2M———
Kiley Juergens Wealth Management, LLC
N/A—18,512-18,512-100%$2.2M———
Sfmg, LLC
N/A—18,278-18,278-100%$2.1M———
Strategies Wealth Advisors, LLC
N/A—18,227-18,227-100%$2.1M———
Aventura Private Wealth, LLC
N/A—18,080-18,080-100%$2.1M———
Ducere Wealth Management LLC
N/A—18,025-18,025-100%$2.1M———
Bayesian Capital Management, LP
N/A—18,000-18,000-100%$2.1M———
Sands Capital Management, LLC
N/A—17,944-17,944-100%$2.1M———
Groupama Asset Managment
N/A—17,516-17,516-100%$2.0M———
Titan Investment Solutions Ltd
N/A—17,434-17,434-100%$2.0M———
VAN Lanschot Kempen Investment Management N.V.
N/A—17,325-17,325-100%$2.0M———
Nine Masts Capital Ltd
N/A—17,121-17,121-100%$2.0M———
Cunning Capital Partners, LP
N/A—17,000-17,000-100%$2.0M———
Inspire Advisors, LLC
N/A—16,887-16,887-100%$2.0M———
Geneos Wealth Management Inc.
N/A—16,856-16,856-100%$2.0M———
Strathmore Capital Advisors, Inc.
N/A—16,850-16,850-100%$2.2M———
PIN OAK Investment Advisors Inc
N/A—16,762-16,762-100%$2.0M———
Magnolia Capital Advisors LLC
N/A—16,761-16,761-100%$2.0M———
Rehmann Capital Advisory Group
N/A—16,677-16,677-100%$2.0M———
Essex Financial Services, Inc.
N/A—16,633-16,633-100%$1.9M———
Pinnacle Wealth Management, LLC
N/A—16,632-16,632-100%$1.9M———
Phoenix Financial Ltd.
N/A—16,563-16,563-100%$1.9M———
Strategic Wealth Partners, Ltd.
N/A—16,522-16,522-100%$1.9M———
E Fund Management (Hong Kong) Co., Ltd.
N/A—16,330-16,330-100%$1.9M———
Westpac Banking Corp
N/A—16,296-16,296-100%$1.9M———
Marathon Trading Investment Management LLC
N/A—16,089-16,089-100%$1.9M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—16,053-16,053-100%$1.9M———
Truvestments Capital LLC
N/A—15,950-15,950-100%$1.9M———
Strait & Sound Wealth Management LLC
N/A—15,703-15,703-100%$1.8M———
Science & Technology Partners, L.P.
N/A—15,578-15,578-100%$1.8M———
Nova Wealth Management, Inc.
N/A—15,439-15,439-100%$1.8M———
MRP Capital Investments, LLC
N/A—15,392-15,392-100%$1.8M———
Stratos Wealth Advisors, LLC
N/A—15,137-15,137-100%$1.8M———
Keel Point, LLC
N/A—15,051-15,051-100%$1.8M———
Josh Arnold Investment Consultant, LLC
N/A—14,915-14,915-100%$1.7M———
Peapack Gladstone Financial Corp
N/A—14,883-14,883-100%$1.7M———
Tiaa Wealth Investment Management LLC
N/A—14,640-14,640-100%$1.7M———
SIG Brokerage, LP
N/A—14,572-14,572-100%$1.7M———
FWG Holdings, LLC
N/A—14,552-14,552-100%$1.8M———
Silver OAK Securities, Incorporated
N/A—14,246-14,246-100%$1.7M———
Qtron Investments LLC
N/A—14,213-14,213-100%$1.7M———
Empower Advisory Group, LLC
N/A—14,207-14,207-100%$1.7M———
Maridea Wealth Management LLC
N/A—14,034-14,034-100%$1.6M———
Evolve Private Wealth, LLC
N/A—13,840-13,840-100%$1.6M———
Edgestream Partners, L.P.
N/A—13,756-13,756-100%$1.6M———
Venturi Wealth Management, LLC
N/A—13,715-13,715-100%$1.6M———
L2 Asset Management, LLC
N/A—13,655-13,655-100%$1.6M———
Wall Street Financial Group, Inc.
N/A—13,521-13,521-100%$1.6M———
Gabelli Funds LLC
N/A—13,493-13,493-100%$1.6M———
Dorsey & Whitney Trust Co LLC
N/A—13,492-13,492-100%$1.6M———
Peak Planning Group, LLC
N/A—13,371-13,371-100%$1.6M———
Atlas Legacy Advisors, LLC
N/A—13,243-13,243-100%$1.6M———
Johnson Investment Counsel Inc
N/A—13,162-13,162-100%$1.5M———
Gamco Investors, Inc. ET AL
N/A—13,032-13,032-100%$1.5M———
Firsthand Capital Management, Inc.
N/A—13,000-13,000-100%$1.5M———
Cozad Asset Management Inc
N/A—12,994-12,994-100%$1.5M———
Thoroughbred Financial Services, LLC
N/A—12,954-12,954-100%$1.5M———
BNP Paribas
N/A—12,931-12,931-100%$1.8M———
Naviter Wealth, LLC
N/A—12,917-12,917-100%$1.5M———
Intrust Bank NA
N/A—12,722-12,722-100%$1.5M———
Quotient Wealth Partners, LLC
N/A—12,680-12,680-100%$1.5M———
Colonial Trust Advisors
N/A—12,636-12,636-100%$1.5M———
Virtus Investment Advisers, LLC
N/A—12,594-12,594-100%$1.5M———
TFR Capital, Llc.
N/A—12,387-12,387-100%$1.4M———
Verition Fund Management LLC
N/A—12,202-12,202-100%$1.4M———
Steigerwald, Gordon & Koch Inc.
N/A—12,200-12,200-100%$1.4M———
Prasad Wealth Partners, LLC
N/A—12,148-12,148-100%$1.4M———
Monetta Financial Services Inc
N/A—12,000-12,000-100%$1.4M———
Varcov Co.
N/A—11,965-11,965-100%$1.4M———
Quantum Portfolio Management LLC
N/A—11,961-11,961-100%$1.4M———
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.
N/A—11,832-11,832-100%$1.4M———
Vision Retirement, LLC
N/A—11,787-11,787-100%$1.4M———
Flputnam Investment Management Co
N/A—11,683-11,683-100%$1.4M———
Westbourne Investments, Inc.
N/A—11,598-11,598-100%$1.4M———
Kayne Anderson Rudnick Investment Management LLC
N/A—11,495-11,495-100%$1.3M———
Migdal Insurance & Financial Holdings Ltd.
N/A—11,468-11,468-100%$1.3M———
Palumbo Wealth Management LLC
N/A—11,456-11,456-100%$1.3M———
Main Street Research LLC
N/A—11,444-11,444-100%$1.3M———
SCS Capital Management LLC
N/A—11,427-11,427-100%$1.3M———
Marble Wealth, LLC
N/A—11,366-11,366-100%$1.3M———
EMC Capital Management
N/A—11,362-11,362-100%$1.5K———
Dark Forest Capital Management LP
N/A—11,355-11,355-100%$1.3M———
Trivium Point Advisory, LLC
N/A—11,347-11,347-100%$1.3M———
Patron Partners, LLC
N/A—11,330-11,330-100%$1.3M———
Heartland Bank & Trust Co
N/A—11,247-11,247-100%$1.3M———
Range Advisory, LLC
N/A—11,245-11,245-100%$1.3M———
Continuum Advisory, LLC
N/A—11,230-11,230-100%$1.3M———
Fukoku Mutual Life Insurance Co
N/A—11,164-11,164-100%$1.3M———
Townsquare Capital LLC
N/A—11,143-11,143-100%$1.3M———
Sun Financial Inc
N/A—11,131-11,131-100%$2.0M———
SouthState Bank Corp
N/A—11,058-11,058-100%$1.3M———
Harbor Advisors LLC
N/A—11,000-11,000-100%$1.3M———
Advyzon Investment Management, LLC
N/A—10,968-10,968-100%$1.3M———
Picton Mahoney Asset Management
N/A—10,957-10,957-100%$1.3M———
Legacy Financial Advisors, Inc.
N/A—10,870-10,870-100%$1.3M———
Gateway Wealth Partners, LLC
N/A—10,852-10,852-100%$1.3M———
Quantbot Technologies LP
N/A—10,837-10,837-100%$1.3M———
Cardiff Park Advisors, LLC
N/A—10,825-10,825-100%$1.3M———
Thompson David Blair
N/A—10,798-10,798-100%$1.3M———
Chilton Investment Co Inc.
N/A—10,776-10,776-100%$1.3M———
Kerr Financial Planning Corp
N/A—10,744-10,744-100%$1.3M———
IAM Advisory, LLC
N/A—10,731-10,731-100%$1.3M———
Buckland Partners Management Co LLC
N/A—10,700-10,700-100%$1.2M———
Guardian Wealth Advisors, LLC / NC
N/A—10,627-10,627-100%$1.2M———
Impact Partnership Wealth, LLC
N/A—10,566-10,566-100%$1.2M———
Fund Advisors of America Inc
N/A—10,553-10,553-100%$1.2M———
Curi Capital, LLC
N/A—10,416-10,416-100%$1.2M———
PeakShares LLC
N/A—10,407-10,407-100%$1.2M———
Prosperity Consulting Group, LLC
N/A—10,387-10,387-100%$1.2M———
North Star Asset Management Inc
N/A—10,339-10,339-100%$1.2M———
Legend Capital Advisors LLC
N/A—10,300-10,300-100%$1.2M———
Hantz Financial Services, Inc.
N/A—10,271-10,271-100%$1.2M———
Ponta Wealth Partners, LLC
N/A—10,246-10,246-100%$1.2M———
RWA Wealth Partners, LLC
N/A—10,224-10,224-100%$1.2M———
Triton Financial Group Inc
N/A—10,173-10,173-100%$1.2M———
Ostrum Asset Management
N/A—10,080-10,080-100%$1.2M———
AssuredPartners Investment Advisors, LLC
N/A—10,041-10,041-100%$1.2M———
Innovative Asset Advisors Group, LLC
N/A—10,034-10,034-100%$1.2M———
Prospect Hill Management, LLC
N/A—9,950-9,950-100%$1.2M———
Counterweight Ventures, LLC
N/A—9,871-9,871-100%$1.2M———
Concorde Asset Management, LLC
N/A—9,865-9,865-100%$1.2M———
Graham Capital Management, L.P.
N/A—9,812-9,812-100%$1.1M———
Bull Harbor Capital LLC
N/A—9,776-9,776-100%$1.1M———
Brookwood Investment Group LLC
N/A—9,749-9,749-100%$1.1M———
Professional Financial Solutions LLC
N/A—9,716-9,716-100%$1.1M———
Dynasty Wealth Management, LLC
N/A—9,689-9,689-100%$1.1M———
Beck Capital Management, LLC
N/A—9,621-9,621-100%$1.1M———
Monetary Management Group Inc
N/A—9,570-9,570-100%$1.1M———
Jacobs Levy Equity Management, Inc
N/A—9,506-9,506-100%$1.1M———
Game Plan Financial Advisors, LLC
N/A—9,501-9,501-100%$1.1M———
Fortis Capital Management LLC
N/A—9,420-9,420-100%$1.1M———
Schnieders Capital Management, Llc.
N/A—9,391-9,391-100%$1.1M———
Resolute Wealth Strategies, LLC
N/A—9,263-9,263-100%$1.1M———
Proficio Capital Partners LLC
N/A—9,206-9,206-100%$1.1M———
Pennington Partners & Co., LLC
N/A—9,092-9,092-100%$1.1M———
DV Trading LLC
N/A—9,069-9,069-100%$931.4K———
Azimuth Capital Investment Management LLC
N/A—9,045-9,045-100%$1.1M———
Osterweis Capital Management Inc
N/A—9,042-9,042-100%$1.1M———
Tulsa Wealth Advisors, Inc
N/A—9,030-9,030-100%$1.1M———
M1 Capital Management LLC
N/A—8,981-8,981-100%$1.0M———
GeoWealth Management, LLC
N/A—8,840-8,840-100%$1.0M———
Strategic Investment Advisors / MI
N/A—8,828-8,828-100%$1.0M———
Forefront Wealth Partners, LLC
N/A—8,827-8,827-100%$1.0M———
Rockbridge Investment Management, LCC
N/A—8,782-8,782-100%$1.0M———
Knightsbridge Asset Management, LLC
N/A—8,759-8,759-100%$1.0M———
Safeguard Investment Advisory Group, LLC
N/A—8,748-8,748-100%$1.0M———
Calton & Associates, Inc.
N/A—8,685-8,685-100%$1.0M———
Banco BTG Pactual S.A.
N/A—8,675-8,675-100%$1.0M———
AlphaGrep UK Ltd
N/A—8,663-8,663-100%$1.0M———
GSA Capital Partners LLP
N/A—8,650-8,650-100%$1.0M———
Daybright Advisory Services, Inc.
N/A—8,622-8,622-100%$1.1M———
Hilltop Holdings Inc.
N/A—8,586-8,586-100%$1.0M———
JPL Wealth Management, LLC
N/A—8,473-8,473-100%$988.5K———
Mosaic Family Wealth Partners, LLC
N/A—8,457-8,457-100%$986.7K———
Bluespring Wealth Management, LLC
N/A—8,456-8,456-100%$986.6K———
Advisory Alpha, LLC
N/A—8,435-8,435-100%$984.2K———
Liberty Wealth Management LLC
N/A—8,402-8,402-100%$1.2M———
Chokshi & Queen Wealth Advisors, Inc
N/A—8,374-8,374-100%$977.0K———
Proactive Wealth Strategies LLC
N/A—8,360-8,360-100%$975.4K———
Havemeyer Place LP
N/A—8,346-8,346-100%$973.7K———
Resurgent Financial Advisors LLC
N/A—8,310-8,310-100%$969.5K———
RB Capital Management, LLC
N/A—8,292-8,292-100%$967.4K———
Zhang Financial LLC
N/A—8,290-8,290-100%$967.2K———
JTC Employer Solutions Trustee Ltd
N/A—8,099-8,099-100%$945.0K———
Boothbay Fund Management, LLC
N/A—8,081-8,081-100%$942.8K———
Corient IA LP
N/A—8,070-8,070-100%$941.5K———
Basecamp Wealth Advisors LLC
N/A—7,988-7,988-100%$932.0K———
Anchor Investment Management, LLC
N/A—7,985-7,985-100%$931.6K———
Nicolet Bankshares Inc
N/A—7,965-7,965-100%$1.1M———
Cura Wealth Advisors, LLC
N/A—7,926-7,926-100%$924.8K———
Qsemble Capital Management, LP
N/A—7,901-7,901-100%$921.8K———
PCM Encore, LLC
N/A—7,862-7,862-100%$917.2K———
SHP Wealth Management
N/A—7,796-7,796-100%$909.6K———
LaSalle St. Investment Advisors, LLC
N/A—7,780-7,780-100%$907.7K———
First Foundation Advisors
N/A—7,766-7,766-100%$906.1K———
Cypress Capital Management LLC (WY)
N/A—7,682-7,682-100%$896.3K———
Gilbert & Cook, Inc.
N/A—7,670-7,670-100%$894.9K———
Keating Financial Advisory Services, Inc.
N/A—7,639-7,639-100%$891.2K———
Curio Wealth, LLC
N/A—7,618-7,618-100%$888.8K———
Betterment LLC
N/A—7,577-7,577-100%$884.0K———
Wellington-Altus USA Inc.
N/A—7,559-7,559-100%$1.1M———
Roundview Capital LLC
N/A—7,523-7,523-100%$877.7K———
Becker Capital Management Inc
N/A—7,431-7,431-100%$867.0K———
Opal Capital LLC
N/A—7,386-7,386-100%$861.7K———
Expressive Wealth LLC
N/A—7,350-7,350-100%$857.5K———
Smith, Moore & Co.
N/A—7,318-7,318-100%$853.8K———
Greenline Wealth Management LLC
N/A—7,295-7,295-100%$851.1K———
Sharpepoint LLC
N/A—7,283-7,283-100%$849.7K———
Ethos Financial Group, LLC
N/A—7,251-7,251-100%$878.9K———
CFO4Life Group, LLC
N/A—7,204-7,204-100%$840.5K———
Chase Investment Counsel Corp
N/A—7,200-7,200-100%$840.0K———
Camelot Portfolios, LLC
N/A—7,183-7,183-100%$838.0K———
CMT Capital Markets Trading GmbH
N/A—7,165-7,165-100%$836.0K———
Allred Capital Management, LLC
N/A—7,083-7,083-100%$826.4K———
Van Hulzen Asset Management, LLC
N/A—7,046-7,046-100%$822.1K———
Sivia Capital Partners, LLC
N/A—7,014-7,014-100%$818.3K———
Sienna Gestion
N/A—7,006-7,006-100%$819.6K———
Transcend Capital Advisors, LLC
N/A—6,970-6,970-100%$813.2K———
OneAscent Financial Services LLC
N/A—6,932-6,932-100%$808.7K———
Coastal Bridge Advisors, LLC
N/A—6,925-6,925-100%$808.0K———
White Knight Strategic Wealth Advisors, LLC
N/A—6,835-6,835-100%$797.4K———
Saiph Capital, LLC
N/A—6,830-6,830-100%$796.9K———
Vantage Point Financial LLC
N/A—6,810-6,810-100%$794.5K———
FourThought Financial Partners, LLC
N/A—6,791-6,791-100%$792.3K———
Handelsbanken Fonder AB
N/A—6,754-6,754-100%$788———
Bridgewater Advisors Inc.
N/A—6,701-6,701-100%$842.0K———
Baader Bank Aktiengesellschaft
N/A—6,699-6,699-100%$781.6K———
Mainstay Capital Management LLC
N/A—6,681-6,681-100%$779.5K———
Pinnacle Family Advisors, LLC
N/A—6,642-6,642-100%$774.9K———
Invictus Private Wealth, LLC
N/A—6,604-6,604-100%$770.5K———
Mayport, LLC
N/A—6,573-6,573-100%$766.9K———
Sand Hill Global Advisors, LLC
N/A—6,553-6,553-100%$764.5K———
RIK Saylor Financial, Inc.
N/A—6,553-6,553-100%$764.5K———
Cascade Financial Partners, LLC
N/A—6,498-6,498-100%$758.1K———
Schonfeld Strategic Advisors LLC
N/A—6,491-6,491-100%$757.3K———
Kera Capital Partners, Inc.
N/A—6,469-6,469-100%$754.7K———
Founders Financial Alliance, LLC
N/A—6,408-6,408-100%$747.6K———
Empirical Asset Management, LLC
N/A—6,407-6,407-100%$747.5K———
WJ Financial Advisors LLC
N/A—6,359-6,359-100%$741.9K———
GWN Securities Inc.
N/A—6,343-6,343-100%$740.0K———
Spartan Wealth Advisory Services LLC
N/A—6,334-6,334-100%$739.0K———
Systematic Alpha Investments, LLC
N/A—6,310-6,310-100%$736.2K———
Lbmc Investment Advisors, LLC
N/A—6,293-6,293-100%$734.2K———
Vega Investment Solutions
N/A—6,288-6,288-100%$733.6K———
Cyber Hornet ETFs LLC
N/A—6,257-6,257-100%$730.0K———
Everpar Advisors LLC
N/A—6,254-6,254-100%$729.7K———
Addison Capital Co
N/A—6,244-6,244-100%$728.5K———
Sagewood Asset Management LP
N/A—6,226-6,226-100%$726.4K———
Florida Financial Advisors, LLC
N/A—6,223-6,223-100%$726.0K———
First Dallas Securities Inc.
N/A—6,194-6,194-100%$722.7K———
Sharp Wealth Advisory, LLC
N/A—6,117-6,117-100%$713.7K———
Concentric Capital Strategies, LP
N/A—6,103-6,103-100%$712.0K———
Cambria Investment Management, L.P.
N/A—6,094-6,094-100%$711.0K———
Novare Capital Management LLC
N/A—6,053-6,053-100%$706.2K———
PSI Advisors, LLC
N/A—6,029-6,029-100%$703.4K———
TRB Wealth Management, LLC
N/A—6,022-6,022-100%$702.6K———
Fairbanks Capital Management, Inc.
N/A—6,000-6,000-100%$700.0K———
Grace & Mercy Foundation, Inc.
N/A—6,000-6,000-100%$700.0K———
Alpine Global Management, LLC
N/A—5,975-5,975-100%$697.1K———
Hanover Advisors Inc
N/A—5,960-5,960-100%$695.4K———
Edmond de Rothschild Holding S.A.
N/A—5,948-5,948-100%$694.0K———
Icon Wealth Advisors, LLC
N/A—5,945-5,945-100%$693.6K———
Ingalls & Snyder LLC
N/A—5,944-5,944-100%$693.0K———
Drive Wealth Management, LLC
N/A—5,932-5,932-100%$692.1K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—5,922-5,922-100%$690.9K———
Blackstone Inc.
N/A—5,918-5,918-100%$690.5K———
SageView Advisory Group, LLC
N/A—5,912-5,912-100%$689.8K———
Strive Financial Group,LLC
N/A—5,820-5,820-100%$679.0K———
Caerus Investment Advisors, LLC
N/A—5,787-5,787-100%$675.2K———
Keebeck Wealth Management
N/A—5,763-5,763-100%$672.4K———
FOX RUN Management, L.L.C.
N/A—5,677-5,677-100%$662.3K———
EWA, LLC
N/A—5,671-5,671-100%$661.6K———
Financial Advisors Network, Inc.
N/A—5,652-5,652-100%$659.4K———
Glen Eagle Advisors, LLC
N/A—5,591-5,591-100%$652.3K———
Parus Finance (UK) Ltd
N/A—5,545-5,545-100%$646.9K———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—5,529-5,529-100%$645.1K———
Quent Capital, LLC
N/A—5,519-5,519-100%$643.9K———
V2 Financial group LLC
N/A—5,515-5,515-100%$643.5K———
ACT Capital Management, LLC
N/A—5,500-5,500-100%$641.7K———
One Capital Management, LLC
N/A—5,480-5,480-100%$801.7K———
AlTi Global, Inc.
N/A—5,459-5,459-100%$636.9K———
Continental Investors Services, Inc.
N/A—5,433-5,433-100%$860.8K———
Capstone Financial Advisors, Inc.
N/A—5,401-5,401-100%$630.1K———
Thomasville National Bank
N/A—5,386-5,386-100%$628.4K———
Kiker Wealth Management, LLC
N/A—5,378-5,378-100%$627.5K———
MainStreet Investment Advisors LLC
N/A—5,343-5,343-100%$623.4K———
CNB Bank
N/A—5,313-5,313-100%$619.9K———
Burnham & Co LLC
N/A—5,305-5,305-100%$618.9K———
Reliant Investment Partners, LLC
N/A—5,299-5,299-100%$618.2K———
Apriem Advisors
N/A—5,273-5,273-100%$615.2K———
Stonebridge Capital Advisors LLC
N/A—5,233-5,233-100%$610.6K———
Gullane Capital, LLC
N/A—5,232-5,232-100%$610.4K———
Wrapmanager Inc
N/A—5,177-5,177-100%$604.0K———
Aimz Investment Advisors, LLC
N/A—5,164-5,164-100%$602.5K———
CVA Family Office, LLC
N/A—5,136-5,136-100%$599.2K———
Dimension Capital Management LLC
N/A—5,105-5,105-100%$595.7K———
Silicon Valley Capital Partners
N/A—5,105-5,105-100%$595.6K———
One Wealth Management Investment & Advisory Services, LLC
N/A—5,091-5,091-100%$594.0K———
Kintra Wealth, LLC
N/A—5,078-5,078-100%$909.1K———
Laidlaw Wealth Management LLC
N/A—5,057-5,057-100%$590.0K———
HHM Wealth Advisors, LLC
N/A—5,047-5,047-100%$588.8K———
Capital Markets Trading UK LLP
N/A—5,038-5,038-100%$588.0K———
McGowan Group Asset Management, Inc.
N/A—5,010-5,010-100%$584.5K———
Palogic Value Management, L.P.
N/A—5,000-5,000-100%$583.0K———
West Family Investments, Inc.
N/A—4,989-4,989-100%$582.1K———
Fairfield, Bush & Co.
N/A—4,987-4,987-100%$581.8K———
Wealth Alliance, LLC
N/A—4,957-4,957-100%$578.3K———
Strategic Investment Solutions, Inc.
N/A—4,941-4,941-100%$576.5K———
Silvercrest Asset Management Group LLC
N/A—4,930-4,930-100%$575.2K———
Bradley Foster & Sargent Inc
N/A—4,883-4,883-100%$569.7K———
Element Wealth, LLC
N/A—4,835-4,835-100%$564.1K———
Allied Private Wealth LLC
N/A—4,826-4,826-100%$638.1K———
Clark Capital Management Group, Inc.
N/A—4,808-4,808-100%$560.9K———
BlackDiamond Wealth Management, LLC
N/A—4,778-4,778-100%$837.2K———
Simmons Bank
N/A—4,724-4,724-100%$551.2K———
Volterra Technologies LP
N/A—4,714-4,714-100%$550.0K———
Jackson Thornton Wealth Management, LLC
N/A—4,709-4,709-100%$549.4K———
Advance Capital Management, Inc.
N/A—4,688-4,688-100%$546.9K———
MJP Associates Inc
N/A—4,650-4,650-100%$542.5K———
Bogart Wealth, LLC
N/A—4,645-4,645-100%$541.9K———
V. M. Manning & Co., Inc.
N/A—4,620-4,620-100%$539.0K———
360 Financial, Inc.
N/A—4,619-4,619-100%$538.9K———
RED Reef Advisors LLC
N/A—4,612-4,612-100%$538.1K———
South Street Advisors LLC
N/A—4,600-4,600-100%$536.7K———
Infrastructure Capital Advisors, LLC
N/A—4,600-4,600-100%$536.7K———
Beta Wealth Group, Inc.
N/A—4,600-4,600-100%$536.7K———
MSA Advisors, LLC
N/A—4,572-4,572-100%$533.4K———
Madison Wealth Partners, Inc
N/A—4,528-4,528-100%$528.3K———
Annis Gardner Whiting Capital Advisors, LLC
N/A—4,517-4,517-100%$527.0K———
West Michigan Advisors, LLC
N/A—4,499-4,499-100%$524.9K———
Fi3 Financial Advisors, LLC
N/A—4,484-4,484-100%$657.1K———
DSM Capital Partners LLC
N/A—4,462-4,462-100%$520.6K———
Delta Investment Management, LLC
N/A—4,460-4,460-100%$520.3K———
Martingale Asset Management L P
N/A—4,452-4,452-100%$519.4K———
Elequin Capital, LP
N/A—4,438-4,438-100%$517.8K———
Drucker Wealth 3.0, LLC
N/A—4,419-4,419-100%$515.5K———
Richmond Brothers, Inc.
N/A—4,385-4,385-100%$511.6K———
Lowe Brockenbrough & Co Inc
N/A—4,378-4,378-100%$510.8K———
Berger Financial Group, Inc
N/A—4,356-4,356-100%$508.2K———
Investment Advisory Group, LLC
N/A—4,278-4,278-100%$499.1K———
Gross & Hartman Investments LLC
N/A—4,249-4,249-100%$495.7K———
KMT Wealth Management, LLC
N/A—4,246-4,246-100%$495.4K———
Yukon Wealth Management, Inc.
N/A—4,212-4,212-100%$491.4K———
First American Trust, FSB
N/A—4,206-4,206-100%$490.7K———
Holderness Investments Co
N/A—4,197-4,197-100%$489.7K———
Argent Trust Co
N/A—4,150-4,150-100%$484.2K———
Aspire Capital Advisors LLC
N/A—4,141-4,141-100%$483.1K———
Buffalo Business & Estate Services LTD
N/A—4,129-4,129-100%$481.7K———
Buckley Wealth Management, LLC
N/A—4,128-4,128-100%$481.6K———
Claret Asset Management Corp
N/A—4,076-4,076-100%$476.0K———
Panoramic Capital Partners, LLC
N/A—4,074-4,074-100%$475.3K———
Alexander Labrunerie & Co., Inc.
N/A—4,058-4,058-100%$473.4K———
Empirical Finance, LLC
N/A—4,050-4,050-100%$472.5K———
Quattro Advisors LLC
N/A—4,035-4,035-100%$470.8K———
Redwood Investment Management, LLC
N/A—4,030-4,030-100%$470.0K———
F/m Investments LLC
N/A—4,027-4,027-100%$473.5K———
Leigh Baldwin & Co., LLC
N/A—4,027-4,027-100%$469.9K———
New Republic Capital, LLC
N/A—4,012-4,012-100%$468.1K———
Wood Tarver Financial Group, LLC
N/A—4,008-4,008-100%$467.0K———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—3,987-3,987-100%$465.2K———
Stratos Investment Management, LLC
N/A—3,943-3,943-100%$460.0K———
Hexagon Capital Partners LLC
N/A—3,931-3,931-100%$458.6K———
South Plains Financial, Inc.
N/A—3,913-3,913-100%$456.5K———
FFT Wealth Management LLC
N/A—3,901-3,901-100%$455.1K———
Prelude Capital Management, LLC
N/A—3,898-3,898-100%$454.8K———
Private Wealth Asset Management, LLC
N/A—3,896-3,896-100%$454.5K———
Sterneck Capital Management, LLC
N/A—3,894-3,894-100%$454.3K———
Beaird Harris Wealth Management, LLC
N/A—3,891-3,891-100%$454.0K———
Dakota Wealth Management
N/A—3,889-3,889-100%$453.7K———
Northstar Advisory Group, LLC
N/A—3,888-3,888-100%$453.6K———
Garrison Point Advisors, LLC
N/A—3,886-3,886-100%$453.4K———
Severin Investments, LLC
N/A—3,849-3,849-100%$449.1K———
Oxford Wealth Group, LLC
N/A—3,844-3,844-100%$448.5K———
OAK Associates LTD
N/A—3,840-3,840-100%$448.0K———
Schrum Private Wealth Management LLC
N/A—3,822-3,822-100%$228.1K———
Vista Cima Wealth Management LLC
N/A—3,779-3,779-100%$440.9K———
City National Bank of Florida
N/A—3,770-3,770-100%$439.8K———
Checchi Capital Advisers, LLC
N/A—3,755-3,755-100%$438.1K———
One Wealth Advisors, LLC
N/A—3,725-3,725-100%$434.6K———
Calydon Capital
N/A—3,720-3,720-100%$434.0K———
Adams Wealth Management
N/A—3,704-3,704-100%$432.1K———
CacheTech Inc.
N/A—3,704-3,704-100%$432.1K———
KDT Advisors, LLC
N/A—3,675-3,675-100%$428.8K———
Barnes Wealth Management Group, Inc
N/A—3,643-3,643-100%$425.0K———
Dearborn Partners LLC
N/A—3,633-3,633-100%$423.9K———
SGL Investment Advisors, Inc.
N/A—3,617-3,617-100%$633.8K———
FSA Advisors, Inc.
N/A—3,614-3,614-100%$422.2K———
Stock Yards Bank & Trust Co
N/A—3,611-3,611-100%$421.3K———
Colonial Trust Co / SC
N/A—3,602-3,602-100%$420.2K———
SOA Wealth Advisors, Llc.
N/A—3,545-3,545-100%$413.6K———
Rothschild Wealth LLC
N/A—3,521-3,521-100%$410.8K———
CCG Wealth Management, LLC
N/A—3,520-3,520-100%$410.7K———
L & S Advisors Inc
N/A—3,511-3,511-100%$409.6K———
Markin Volterra Fund LP
N/A—3,506-3,506-100%$409.0K———
Johnson Financial Group, Inc.
N/A—3,505-3,505-100%$408.9K———
IFS Group,LLC
N/A—3,505-3,505-100%$408.9K———
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A—3,500-3,500-100%$408.3K———
Sollinda Capital Management LLC
N/A—3,496-3,496-100%$407.9K———
Avant Capital LLC
N/A—3,475-3,475-100%$405.4K———
Ionic Capital Management LLC
N/A—3,452-3,452-100%$402.7K———
Wealthspire Retirement, LLC
N/A—3,448-3,448-100%$402.3K———
Arbor Trust Wealth Advisors, LLC
N/A—3,431-3,431-100%$400.3K———
Wick Capital Partners, LLC
N/A—3,427-3,427-100%$399.8K———
First Manhattan Co. Llc.
N/A—3,419-3,419-100%$398.9K———
Limestone Investment Advisors LP
N/A—3,390-3,390-100%$395.5K———
All Terrain Financial Advisors, LLC
N/A—3,371-3,371-100%$393.3K———
Choate Investment Advisors
N/A—3,369-3,369-100%$393.1K———
Texas Capital Bank Wealth Management Services Inc
N/A—3,357-3,357-100%$391.7K———
Canal Capital Management, LLC
N/A—3,339-3,339-100%$389.6K———
Yarger Wealth Strategies, LLC
N/A—3,324-3,324-100%$421.5K———
Intrepid Capital Management Inc
N/A—3,305-3,305-100%$385.6K———
OneAscent Investment Solutions LLC
N/A—3,303-3,303-100%$385.4K———
Sovereign Financial Group, Inc.
N/A—3,292-3,292-100%$384.1K———
Atlantic Union Bankshares Corp
N/A—3,277-3,277-100%$382.3K———
Granite Bay Wealth Management, LLC
N/A—3,263-3,263-100%$381.0K———
Southeast Asset Advisors, LLC
N/A—3,245-3,245-100%$378.6K———
denkapparat Operations GmbH
N/A—3,210-3,210-100%$374.5K———
Valtrion Capital Management, LLC
N/A—3,203-3,203-100%$373.7K———
Bcgm Wealth Management, LLC
N/A—3,202-3,202-100%$373.6K———
Retirement Income Solutions, Inc
N/A—3,180-3,180-100%$465.2K———
Stonebrook Private Inc.
N/A—3,180-3,180-100%$371.0K———
Legacy Wealth Advisors, LLC
N/A—3,180-3,180-100%$371.0K———
Fiduciary Group, LLC
N/A—3,165-3,165-100%$369.3K———
Medallion Wealth Advisors, LLC
N/A—3,141-3,141-100%$366.5K———
Ellevest, Inc.
N/A—3,112-3,112-100%$354.2K———
Mokan Wealth Management Inc.
N/A—3,106-3,106-100%$361.9K———
Alphadyne Asset Management LP
N/A—3,103-3,103-100%$362.0K———
Trustmark Bank Trust Department
N/A—3,054-3,054-100%$356.3K———
ST Germain D J Co Inc
N/A—3,035-3,035-100%$354.1K———
Tidemark, LLC
N/A—3,034-3,034-100%$354.0K———
HighMark Wealth Management LLC
N/A—3,024-3,024-100%$352.8K———
Fullerton Fund Management Co Ltd.
N/A—3,021-3,021-100%$352.5K———
Ketron Financial
N/A—3,011-3,011-100%$351.3K———
Tyche Wealth Partners LLC
N/A—3,003-3,003-100%$350.4K———
Shay Capital LLC
N/A—3,000-3,000-100%$350.0K———
Fort Sheridan Advisors LLC
N/A—2,989-2,989-100%$348.7K———
Fayez Sarofim & Co
N/A—2,988-2,988-100%$348.6K———
Legacy Capital Wealth Management, LLC
N/A—2,969-2,969-100%$346.4K———
Waddell & Associates, LLC
N/A—2,959-2,959-100%$345.2K———
Royal Capital Wealth Management, LLC
N/A—2,950-2,950-100%$344.2K———
Hilltop Partners LLC
N/A—2,926-2,926-100%$341.4K———
Liberty One Investment Management, LLC
N/A—2,906-2,906-100%$339.0K———
BHK Investment Advisors, LLC
N/A—2,905-2,905-100%$338.9K———
Red Door Wealth Management, LLC
N/A—2,900-2,900-100%$338.3K———
QVT Financial LP
N/A—2,887-2,887-100%$336.8K———
Summit Wealth Partners, LLC
N/A—2,883-2,883-100%$336.4K———
George Kaiser Family Foundation
N/A—2,845-2,845-100%$331.9K———
Liberty Square Wealth Partners LLC
N/A—2,844-2,844-100%$331.8K———
Round Rock Advisors LLC
N/A—2,839-2,839-100%$331.2K———
Consilio Wealth Advisors, LLC
N/A—2,814-2,814-100%$328.3K———
Pitcairn Wealth Advisors LLC
N/A—2,806-2,806-100%$327.4K———
Pasadena Private Wealth, LLC
N/A—2,805-2,805-100%$327.3K———
Sound View Wealth Advisors Group, LLC
N/A—2,782-2,782-100%$324.6K———
PAX Financial Group, LLC
N/A—2,780-2,780-100%$324.3K———
Alteri Wealth LLC
N/A—2,774-2,774-100%$323.6K———
Talon Private Wealth, LLC
N/A—2,752-2,752-100%$321.1K———
Van Diest Capital, LLC
N/A—2,717-2,717-100%$317.0K———
Stonebridge Financial Group, LLC / MO
N/A—2,698-2,698-100%$314.8K———
Crewe Advisors LLC
N/A—2,691-2,691-100%$314.0K———
OneAscent Wealth Management LLC
N/A—2,668-2,668-100%$311.3K———
Stephens Investment Management Group LLC
N/A—2,663-2,663-100%$310.7K———
Vines Capital Management, LLC
N/A—2,652-2,652-100%$309.4K———
Trinity Legacy Partners, LLC
N/A—2,626-2,626-100%$353.0K———
Concentrum Wealth Management
N/A—2,601-2,601-100%$303.5K———
Alta Wealth Advisors LLC
N/A—2,579-2,579-100%$300.9K———
Synergy Investment Management, LLC
N/A—2,573-2,573-100%$301.6K———
Norris Financial Group, LLC
N/A—2,569-2,569-100%$299.7K———
M. Kulyk & Associates, LLC
N/A—2,563-2,563-100%$299.0K———
American Financial Advisors, LLC
N/A—2,560-2,560-100%$298.7K———
Cercano Management LLC
N/A—2,542-2,542-100%$296.6K———
American Money Management, LLC
N/A—2,530-2,530-100%$295.2K———
Matrix Private Capital Group LLC
N/A—2,529-2,529-100%$295.1K———
Index Technologies Group LLC
N/A—2,527-2,527-100%$294.8K———
Fora Capital, LLC
N/A—2,525-2,525-100%$294.4K———
Howe & Rusling Inc
N/A—2,525-2,525-100%$294.6K———
Atlanta Consulting Group Advisors, LLC
N/A—2,521-2,521-100%$294.1K———
Highview Capital Management LLC
N/A—2,515-2,515-100%$293.4K———
Polymer Capital Management (US) LLC
N/A—2,504-2,504-100%$292.1K———
R.H. Investment Group, LLC
N/A—2,500-2,500-100%$291.7K———
Rodgers Brothers Inc.
N/A—2,450-2,450-100%$285.8K———
Oxinas Partners, LLC
N/A—2,444-2,444-100%$285.1K———
Per Stirling Capital Management, Llc.
N/A—2,434-2,434-100%$284.0K———
Vance Wealth, LLC
N/A—2,430-2,430-100%$283.5K———
Oxford Asset Management LLP
N/A—2,427-2,427-100%$283.2K———
Donaldson Capital Management, LLC
N/A—2,415-2,415-100%$281.8K———
Barnes Pettey Financial Advisors, LLC
N/A—2,407-2,407-100%$280.8K———
Planning Alternatives LTD
N/A—2,404-2,404-100%$280.5K———
Wellspring Financial Advisors, LLC
N/A—2,378-2,378-100%$277.4K———
Aspen Grove Capital, LLC
N/A—2,378-2,378-100%$277.4K———
Peak Retirement Planning, Inc.
N/A—2,375-2,375-100%$277.1K———
Regal Investment Advisors LLC
N/A—2,344-2,344-100%$273.5K———
Exit Wealth Advisors, Llc.
N/A—2,332-2,332-100%$272.1K———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—2,321-2,321-100%$270.8K———
Berkeley Capital Partners, LLC
N/A—2,319-2,319-100%$270.6K———
Peak Asset Management, LLC
N/A—2,307-2,307-100%$269.2K———
FreeGulliver LLC
N/A—2,305-2,305-100%$268.9K———
Khazanah Nasional Berhad
N/A—2,300-2,300-100%$268.3K———
Consultiva Wealth Management, Corp.
N/A—2,300-2,300-100%$268.3K———
US Asset Management LLC
N/A—2,286-2,286-100%$266.7K———
Twin Peaks Wealth Advisors, LLC
N/A—2,282-2,282-100%$266.3K———
Serenus Wealth Advisors, LLC
N/A—2,281-2,281-100%$266.1K———
OneAscent Family Office, LLC
N/A—2,279-2,279-100%$265.9K———
X-Square Capital, LLC
N/A—2,274-2,274-100%$265.0K———
Bouchey Financial Group, Ltd.
N/A—2,271-2,271-100%$265.0K———
Cary Street Partners Investment Advisory LLC
N/A—2,270-2,270-100%$264.8K———
Sunflower Bank, N.A.
N/A—2,264-2,264-100%$264.1K———
Astoria Portfolio Advisors Llc.
N/A—2,257-2,257-100%$263.3K———
Integrity Wealth Solutions LLC
N/A—2,251-2,251-100%$262.6K———
Westmount Partners, LLC
N/A—2,233-2,233-100%$260.5K———
One Charles Private Wealth Services, LLC
N/A—2,216-2,216-100%$258.5K———
Hemenway Trust Co LLC
N/A—2,200-2,200-100%$256.7K———
Osbon Capital Management LLC
N/A—2,195-2,195-100%$256.2K———
Demming Financial Services Corp
N/A—2,193-2,193-100%$255.9K———
Ruggiero Investments, Inc.
N/A—2,187-2,187-100%$255.2K———
Viawealth, LLC
N/A—2,181-2,181-100%$254.5K———
Planning Directions Inc
N/A—2,178-2,178-100%$254.1K———
Summitry LLC
N/A—2,149-2,149-100%$250.7K———
Topsail Wealth Management, LLC
N/A—2,144-2,144-100%$250.1K———
Sandy Cove Advisors, LLC
N/A—2,116-2,116-100%$246.9K———
Fiduciary Financial Advisors
N/A—2,106-2,106-100%$249.9K———
Mizuho Markets Americas LLC
N/A—2,098-2,098-100%$244.8K———
Baldwin Investment Management, LLC
N/A—2,094-2,094-100%$244.3K———
Retirement Planning Group, LLC / NY
N/A—2,078-2,078-100%$242.5K———
Marshall Financial Group, LLC
N/A—2,078-2,078-100%$242.4K———
Bernard Wealth Management Corp.
N/A—2,075-2,075-100%$242.1K———
Rollins Financial Advisors, LLC
N/A—2,071-2,071-100%$241.6K———
Tudor Financial Inc.
N/A—2,050-2,050-100%$239.2K———
Golden Road Advisors LLC
N/A—2,046-2,046-100%$238.7K———
Strategic Financial Concepts, LLC
N/A—2,030-2,030-100%$240.3K———
Bridgefront Capital, LLC
N/A—2,012-2,012-100%$234.7K———
Panoramic Investment Advisors, LLC
N/A—2,005-2,005-100%$233.9K———
Connective Capital Management, LLC
N/A—2,004-2,004-100%$233.8K———
Annandale Capital, LLC
N/A—2,000-2,000-100%$233.0K———
Maripau Wealth Management LLC
N/A—1,999-1,999-100%$243.5K———
Twin Lakes Capital Management, LLC
N/A—1,989-1,989-100%$232.1K———
Seeds Investor LLC
N/A—1,989-1,989-100%$232.1K———
Seaview Investment Managers LLC
N/A—1,977-1,977-100%$230.7K———
Manhattan West Asset Management, LLC
N/A—1,971-1,971-100%$230.0K———
Lakeridge Wealth Management LLC
N/A—1,959-1,959-100%$228.5K———
Alan B Lancz & Associates, Inc.
N/A—1,950-1,950-100%$227.5K———
Smart Money Group LLC
N/A—1,927-1,927-100%$224.8K———
Oakmont Advisory Group, LLC
N/A—1,917-1,917-100%$223.7K———
WNY Asset Management, LLC
N/A—1,911-1,911-100%$223.0K———
Operose Advisors LLC
N/A—1,900-1,900-100%$221.7K———
Portland Investment Counsel Inc.
N/A—1,895-1,895-100%$221.1K———
Presidio Capital Management, LLC
N/A—1,892-1,892-100%$220.7K———
Delta Global Management LP
N/A—1,879-1,879-100%$219.2K———
Matters Capital LLC
N/A—1,875-1,875-100%$218.8K———
Lifeworks Advisors, LLC
N/A—1,866-1,866-100%$217.7K———
RiverGlades Family Offices LLC
N/A—1,865-1,865-100%$217.6K———
Blueshift Asset Management, LLC
N/A—1,865-1,865-100%$217.9K———
Bearing Point Capital, LLC
N/A—1,859-1,859-100%$216.9K———
Cascades Capital Asset Management, LLC
N/A—1,817-1,817-100%$212.0K———
GW&K Investment Management, LLC
N/A—1,811-1,811-100%$211.0K———
UP Strategic Wealth Investment Advisors LLC
N/A—1,810-1,810-100%$286.8K———
Cohen & Steers, Inc.
N/A—1,800-1,800-100%$210.0K———
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
N/A—1,800-1,800-100%$210.0K———
Family Manage LLC
N/A—1,792-1,792-100%$209.1K———
Authentikos Wealth Advisory, LLC
N/A—1,791-1,791-100%$209.0K———
Harvey Capital Management Inc
N/A—1,783-1,783-100%$208.0K———
First National Advisers, LLC
N/A—1,781-1,781-100%$207.8K———
Hills Bank & Trust Co
N/A—1,780-1,780-100%$207.7K———
Bartlett & Co. Wealth Management LLC
N/A—1,773-1,773-100%$206.9K———
Mount Lucas Management LP
N/A—1,773-1,773-100%$206.9K———
LRI Investments, LLC
N/A—1,769-1,769-100%$206.3K———
1248 Management, LLC
N/A—1,758-1,758-100%$205.1K———
Atalanta Sosnoff Capital, LLC
N/A—1,756-1,756-100%$204.9K———
Omnia Family Wealth, LLC
N/A—1,753-1,753-100%$204.5K———
HBK Investments L P
N/A—1,753-1,753-100%$204.5K———
Abbot Financial Management, Inc.
N/A—1,750-1,750-100%$204.2K———
Core Alternative Capital
N/A—1,740-1,740-100%$203.0K———
Resolute Wealth Advisor, Inc.
N/A—1,738-1,738-100%$254.2K———
Aberdeen Wealth Management LLC
N/A—1,735-1,735-100%$202.4K———
New World Advisors LLC
N/A—1,728-1,728-100%$201.6K———
WealthShield Partners, LLC
N/A—1,727-1,727-100%$201.5K———
Alongside, LLC
N/A—1,716-1,716-100%$200.2K———
49 Wealth Management, LLC
N/A—1,716-1,716-100%$200.2K———
Westerkirk Capital Inc.
N/A—1,712-1,712-100%$199.7K———
Field & Main Bank
N/A—1,695-1,695-100%$197.8K———
Caldwell Sutter Capital, Inc.
N/A—1,665-1,665-100%$194.3K———
Hansen & Associates Financial Group, Inc.
N/A—1,591-1,591-100%$210.9K———
Entelevest, LLC
N/A—1,580-1,580-100%$184.3K———
Fourth Dimension Wealth, LLC
N/A—1,475-1,475-100%$172.1K———
Toews Corp
N/A—1,471-1,471-100%$171.6K———
HM Payson & Co
N/A—1,412-1,412-100%$164.7K———
Papamarkou Wellner Asset Management inc.
N/A—1,393-1,393-100%$203.8K———
BTG Pactual Asset Management US LLC
N/A—1,353-1,353-100%$157.9K———
KEB Asset Management, LLC
N/A—1,344-1,344-100%$156.8K———
Rogco, LP
N/A—1,335-1,335-100%$155.8K———
Vanguard National Trust Co
N/A—1,279-1,279-100%$149.2K———
Swan Capital LLC
N/A—1,239-1,239-100%$144.6K———
1015 Capital Partners, LLC
N/A—1,220-1,220-100%$142.3K———
Ankerstar Wealth, LLC
N/A—1,217-1,217-100%$142.0K———
Webster Bank, N. A.
N/A—1,216-1,216-100%$141.9K———
Napier Financial, LLC
N/A—1,213-1,213-100%$141.5K———
Prosperity Bancshares Inc
N/A—1,186-1,186-100%$138.4K———
Ameriflex Group, Inc.
N/A—1,173-1,173-100%$136.9K———
Caitlin John, LLC
N/A—1,151-1,151-100%$134.3K———
Orion Capital Management LLC
N/A—1,144-1,144-100%$133.5K———
Meeder Asset Management Inc
N/A—1,139-1,139-100%$132.9K———
Front Row Advisors LLC
N/A—1,070-1,070-100%$187.2K———
Capital Analysts, LLC
N/A—1,029-1,029-100%$109.0K———
Logan Capital Management Inc
N/A—1,000-1,000-100%$116.7K———
Boreal Capital Management LLC
N/A—950-950-100%$110.8K———
Chelsea Counsel Co
N/A—946-946-100%$110.4K———
Delta Asset Management LLC
N/A—918-918-100%$107.1K———
Miller Capital Partners, Inc.
N/A—909-909-100%$106.1K———
Corsicana & Co.
N/A—830-830-100%$96.8K———
Seneschal Advisors, LLC
N/A—823-823-100%$96.0K———
Marshall Investment Management, LLC
N/A—817-817-100%$95.3K———
WealthCollab, LLC
N/A—777-777-100%$90.7K———
IMA Advisory Services, Inc.
N/A—774-774-100%$90.3K———
Cheviot Value Management, LLC
N/A—756-756-100%$88.2K———
Palladiem, LLC
N/A—714-714-100%$83.3K———
Kemnay Advisory Services Inc.
N/A—688-688-100%$80.3K———
Copia Wealth Management
N/A—662-662-100%$77.2K———
Heritage Wealth Advisors
N/A—582-582-100%$67.9K———
Sumitomo Mitsui Financial Group, Inc.
N/A—559-559-100%$65.2K———
Wiser Advisor Group LLC
N/A—557-557-100%$65.0K———
Smithfield Trust Co
N/A—542-542-100%$63.0K———
Darwin Wealth Management, LLC
N/A—536-536-100%$62.6K———
Park Circle Co
N/A—500-500-100%$58.3K———
Tripletail Wealth Management, LLC
N/A—492-492-100%$63.6K———
Prestige Wealth Management Group LLC
N/A—487-487-100%$56.8K———
Abound Financial, LLC
N/A—467-467-100%$54.5K———
Harborfront Financial Group LLC
N/A—463-463-100%$54.0K———
McMillan Office, Inc.
N/A—439-439-100%$51.2K———
Sittner & Nelson, LLC
N/A—438-438-100%$51.1K———
Dogwood Wealth Management LLC
N/A—433-433-100%$50.5K———
Greykasell Wealth Strategies, Inc.
N/A—423-423-100%$49.4K———
MidFirst Bank
N/A—422-422-100%$49.2K———
Core Capital Management & Research, inc.
N/A—414-414-100%$74.5K———
Benson Wealth Management Inc
N/A—396-396-100%$46.2K———
JDM Financial Group LLC
N/A—388-388-100%$45.3K———
Highland Investment Advisors LLC
N/A—369-369-100%$43.1K———
Kilter Group LLC
N/A—366-366-100%$42.7K———
Cornerstone Financial Management LLC
N/A—357-357-100%$41.7K———
PlanVest Financial, Inc
N/A—350-350-100%$40.8K———
Motco
N/A—342-342-100%$39.9K———
Bellevue Asset Management, LLC
N/A—309-309-100%$36.1K———
C M Bidwell & Associates LTD
N/A—303-303-100%$35.4K———
LOM Asset Management Ltd
N/A—300-300-100%$35.0K———
Cetera Trust Company, N.a
N/A—300-300-100%$35.0K———
CAZ Investments LP
N/A—300-300-100%$35.0K———
Nalls Sherbakoff Group, LLC
N/A—300-300-100%$35.0K———
Park Place Capital Corp
N/A—294-294-100%$34.3K———
Crews Bank & Trust
N/A—288-288-100%$33.6K———
Bravera Wealth
N/A—266-266-100%$31.0K———
Frazier Financial Advisors, LLC
N/A—254-254-100%$29.6K———
VSM Wealth Advisory, LLC
N/A—250-250-100%$29.2K———
Pingora Partners LLC
N/A—250-250-100%$29.2K———
Roble, Belko & Company, Inc
N/A—235-235-100%$27———
BOK Financial Private Wealth, Inc.
N/A—222-222-100%$25.9K———
Anchor Bay Capital, Inc.
N/A—220-220-100%$38.6K———
TD Capital Management LLC
N/A—212-212-100%$24.7K———
Rialto Wealth Management, LLC
N/A—205-205-100%$23.9K———
Mpwm Advisory Solutions, LLC
N/A—203-203-100%$23.7K———
Regatta Research & Money Management
N/A—200-200-100%$23.3K———
Paladin Advisory Group, LLC
N/A—200-200-100%$23.3K———
Ritter Daniher Financial Advisory LLC / de
N/A—199-199-100%$23.2K———
Providence Capital Advisors, LLC
N/A—173-173-100%$20.2K———
Basepoint Wealth LLC
N/A—162-162-100%$18.9K———
S&T Bank
N/A—153-153-100%$17.9K———
Raffa Wealth Management, LLC
N/A—149-149-100%$17.4K———
Cbiz Investment Advisory Services, LLC
N/A—143-143-100%$20.9K———
Manning & Napier Advisors LLC
N/A—136-136-100%$15.7K———
Graney & King, LLC
N/A—135-135-100%$15.8K———
Leo H. Evart, Inc.
N/A—128-128-100%$14.9K———
Luminist Capital LLC
N/A—128-128-100%$14.9K———
Cordant, Inc.
N/A—126-126-100%$14.8K———
Bamco Inc
N/A—123-123-100%$14.4K———
Three Bearings Fiduciary Advisors, Inc.
N/A—120-120-100%$14.0K———
Security National Bank of Sioux City Iowa
N/A—115-115-100%$13.4K———
Millstone Evans Group, LLC
N/A—105-105-100%$12.3K———
1 North Wealth Services LLC
N/A—100-100-100%$11.7K———
Minot DeBlois Advisors LLC
N/A—100-100-100%$11.7K———
Horizon Bancorp Inc
N/A—100-100-100%$12.0K———
Atlantic Private Wealth, LLC
N/A—86-86-100%$10.0K———
Altshuler Shaham Ltd
N/A—86-86-100%$10.0K———
Clal Insurance Enterprises Holdings Ltd
N/A—72-72-100%$8———
Stonehage Fleming Financial Services Holdings Ltd
N/A—67-67-100%$7.8K———
Atomic Invest LLC
N/A—63-63-100%$7.3K———
Dunhill Financial, LLC
N/A—62-62-100%$7.3K———
Godfrey Financial Associates, Inc.
N/A—58-58-100%$6.8K———
Chesapeake Asset Management LLC
N/A—55-55-100%$6.4K———
Gould Capital, LLC
N/A—50-50-100%$5.8K———
Raelipskie Partnership
N/A—50-50-100%$5.8K———
Sankala Group LLC
N/A—45-45-100%$7.7K———
Ogorek Anthony Joseph
N/A—44-44-100%$5———
Vela Investment Management, LLC
N/A—40-40-100%$4.7K———
Avalon Trust Co
N/A—33-33-100%$3.9K———
Baillie Gifford & Co
N/A—28-28-100%$3.3K———
Measured Wealth Private Client Group, LLC
N/A—25-25-100%$2.9K———
Quarry LP
N/A—22-22-100%$2.6K———
Davis Asset Management, L.P.
N/A—20-20-100%$2.3K———
Vanguard Advisers Inc
N/A—18-18-100%$2.1K———
HFM Investment Advisors, LLC
N/A—16-16-100%$1.9K———
Berkshire Capital Holdings Inc
N/A—10-10-100%$1.2K———
Investors Portfolio Services LLC
N/A—9-9-100%$1.1K———
Capital Advisor Network LLC
N/A—9-9-100%$1.1K———
Ross\johnson & Associates LLC
N/A—7-7-100%$817———
Meramec Financial Planners, LLC
N/A—6-6-100%$790———
Hurricane Capital Advisors LLC
N/A—1-1-100%$117———
Showing 3211 of 3211 institutions