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Palo Alto Networks Inc (PANW)

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
Shares20,259,461 from 19,615,573
Change+643,888 (+3%)
Value$8.0B (+$1.4B)
Filed 2026-11-06
Fisher Asset Management, LLC
INCREASED
Shares8,142,895 from 5,755,989
Change+2,386,906 (+41%)
Value$3.2B (+$1.3B)
Filed 2026-11-06
Amundi
INCREASED
Shares5,589,690 from 5,417,426
Change+172,264 (+3%)
Value$2.2B (+$373.4M)
Filed 2026-11-06
Deutsche Bank Ag\
INCREASED
Shares4,909,620 from 4,343,546
Change+566,074 (+13%)
Value$2.0B (+$469.4M)
Filed 2026-11-06
Bank of New York Mellon Corp
DECREASED
Shares4,566,770 from 4,603,119
Change-36,349 (-1%)
Value$1.8B (+$244.7M)
Filed 2026-11-05
Barclays PLC
DECREASED
Shares3,021,800 from 3,132,720
Change-110,920 (-4%)
Value$1.2B (+$132.3M)
Filed 2026-11-06
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares2,206,371 from 2,090,819
Change+115,552 (+6%)
Value$876.6M (+$163.6M)
Filed 2026-11-05
Pictet Asset Management Holding SA
DECREASED
Shares2,067,813 from 2,264,528
Change-196,715 (-9%)
Value$821.3M (+$49.5M)
Filed 2026-11-03
Citigroup Inc
DECREASED
Shares2,031,404 from 2,346,450
Change-315,046 (-13%)
Value$807.1M (+$6.9M)
Filed 2026-11-04
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares1,874,031 from 2,288,912
Change-414,881 (-18%)
Value$744.6M (-$36.0M)
Filed 2026-10-29
DekaBank Deutsche Girozentrale
INCREASED
Shares1,829,159 from 353,610
Change+1,475,549 (+417%)
Value$713.7K (+$657.8K)
Filed 2026-10-27
LPL Financial LLC
INCREASED
Shares1,770,226 from 1,707,431
Change+62,795 (+4%)
Value$703.3M (+$121.1M)
Filed 2026-11-06
Fifth Third Bancorp
DECREASED
Shares1,424,629 from 1,463,013
Change-38,384 (-3%)
Value$566.0M (+$67.1M)
Filed 2026-11-05
Dimensional Fund Advisors LP
INCREASED
Shares1,346,661 from 1,310,622
Change+36,039 (+3%)
Value$535.0M (+$88.1M)
Filed 2026-11-04
US Bancorp \de\
DECREASED
Shares1,316,086 from 1,374,306
Change-58,220 (-4%)
Value$522.9M (+$54.2M)
Filed 2026-11-05
Swedbank AB
DECREASED
Shares1,295,779 from 2,426,137
Change-1,130,358 (-47%)
Value$514.8M (-$312.5M)
Filed 2026-10-27
Principal Financial Group Inc
DECREASED
Shares1,076,735 from 1,210,400
Change-133,665 (-11%)
Value$427.8M (+$15.0M)
Filed 2026-11-02
Robeco Institutional Asset Management B.V.
DECREASED
Shares1,018,050 from 1,565,744
Change-547,694 (-35%)
Value$404.5M (-$129.5M)
Filed 2026-10-20
ProShare Advisors LLC
INCREASED
Shares952,652 from 907,938
Change+44,714 (+5%)
Value$378.5M (+$68.9M)
Filed 2026-10-29
OFI Invest Asset Management
INCREASED
Shares934,410 from 636,643
Change+297,767 (+47%)
Value$327.2M (+$137.0M)
Filed 2026-11-06
Alecta Tjanstepension Omsesidigt
DECREASED
Shares867,000 from 1,025,000
Change-158,000 (-15%)
Value$344.5M (-$4.6M)
Filed 2026-11-02
Mirova US LLC
DECREASED
Shares864,841 from 1,305,090
Change-440,249 (-34%)
Value$343.6M (-$101.5M)
Filed 2026-11-05
King Luther Capital Management Corp
DECREASED
Shares850,863 from 887,302
Change-36,439 (-4%)
Value$338.1M (+$35.5M)
Filed 2026-11-05
Assenagon Asset Management S.A.
DECREASED
Shares806,195 from 901,261
Change-95,066 (-11%)
Value$320.3M (+$13.0M)
Filed 2026-10-15
Quilter Plc
DECREASED
Shares772,229 from 955,609
Change-183,380 (-19%)
Value$306.8M (-$19.1M)
Filed 2026-10-21
Y.D. More Investments Ltd
INCREASED
Shares747,355 from 592,718
Change+154,637 (+26%)
Value$295.3M (+$93.2M)
Filed 2026-11-02
Neos Investment Management LLC
INCREASED
Shares709,864 from 618,939
Change+90,925 (+15%)
Value$282.0M (+$71.0M)
Filed 2026-11-04
Russell Investments Group, Ltd.
DECREASED
Shares703,335 from 810,831
Change-107,496 (-13%)
Value$278.8M (+$3.2M)
Filed 2026-11-06
Meitav Investment House LTD
DECREASED
Shares680,586 from 720,511
Change-39,925 (-6%)
Value$268.8M (+$23.2M)
Filed 2026-10-28
Candriam S.C.A.
DECREASED
Shares676,466 from 963,054
Change-286,588 (-30%)
Value$269.7M (-$58.4M)
Filed 2026-11-03
KBC Group NV
INCREASED
Shares642,626 from 236,094
Change+406,532 (+172%)
Value$255.3K (-$80.3M)
Filed 2026-10-22
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares625,268 from 534,590
Change+90,678 (+17%)
Value$248.4M (+$66.1M)
Filed 2026-11-03
New York State Teachers Retirement System
DECREASED
Shares600,904 from 603,460
Change-2,556 (0%)
Value$238.7K (-$205.6M)
Filed 2026-10-22
Heritage Investors Management Corp
DECREASED
Shares518,536 from 549,796
Change-31,260 (-6%)
Value$206.0K (-$187.3M)
Filed 2026-10-29
Compagnie Lombard Odier SCmA
DECREASED
Shares514,824 from 829,870
Change-315,046 (-38%)
Value$204.5M (-$78.5M)
Filed 2026-11-04
TD Waterhouse Canada Inc.
INCREASED
Shares500,395 from 486,224
Change+14,171 (+3%)
Value$197.7M (+$26.5M)
Filed 2026-10-16
Bank Julius Baer & Co. Ltd, Zurich
DECREASED
Shares497,413 from 808,031
Change-310,618 (-38%)
Value$197.1M (-$77.3M)
Filed 2026-10-29
Harel Insurance Investments & Financial Services Ltd.
DECREASED
Shares486,789 from 628,758
Change-141,969 (-23%)
Value$193.4K (-$214.2M)
Filed 2026-11-02
Eurizon Capital SGR S.p.A.
DECREASED
Shares466,314 from 815,012
Change-348,698 (-43%)
Value$184.8M (-$91.6M)
Filed 2026-11-06
Strs Ohio
DECREASED
Shares453,952 from 474,194
Change-20,242 (-4%)
Value$180.4M (+$18.7M)
Filed 2026-10-30
Cardano Risk Management B.V.
INCREASED
Shares449,745 from 351,256
Change+98,489 (+28%)
Value$178.7K (+$58.9K)
Filed 2026-10-20
PFA Pension, Forsikringsaktieselskab
INCREASED
Shares442,864 from 3,596
Change+439,268 (+12215%)
Value$176.0M (+$174.7M)
Filed 2026-11-06
CIBC Asset Management Inc
INCREASED
Shares430,445 from 403,874
Change+26,571 (+7%)
Value$171.0M (+$33.3M)
Filed 2026-11-05
Asset Management One Co., Ltd.
INCREASED
Shares417,551 from 413,429
Change+4,122 (+1%)
Value$165.9M (+$24.9M)
Filed 2026-10-27
Truist Financial Corp
DECREASED
Shares398,440 from 446,300
Change-47,860 (-11%)
Value$158.3M (+$6.1M)
Filed 2026-10-30
MacKenzie Financial Corp
DECREASED
Shares395,908 from 454,172
Change-58,264 (-13%)
Value$157.3M (+$2.4M)
Filed 2026-11-02
AGF Management LTD
INCREASED
Shares393,248 from 176,462
Change+216,786 (+123%)
Value$156.2M (+$96.1M)
Filed 2026-11-03
Creative Planning
INCREASED
Shares390,885 from 379,160
Change+11,725 (+3%)
Value$155.3M (+$26.0M)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares375,072 from 393,520
Change-18,448 (-5%)
Value$149.0M (+$14.8M)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares358,423 from 339,398
Change+19,025 (+6%)
Value$99.5M (+$24.1M)
Filed 2026-10-13
Davenport & Co LLC
DECREASED
Shares346,851 from 491,241
Change-144,390 (-29%)
Value$137.2M (-$29.4M)
Filed 2026-10-14
Welch & Forbes LLC
INCREASED
Shares323,284 from 322,392
Change+892 (+0%)
Value$128.4M (+$18.5M)
Filed 2026-11-04
ABN Amro Investment Solutions
DECREASED
Shares322,714 from 543,970
Change-221,256 (-41%)
Value$128.2M (-$57.3M)
Filed 2026-10-21
Mogy Joel R Investment Counsel Inc
DECREASED
Shares305,649 from 308,019
Change-2,370 (-1%)
Value$121.4M (+$16.4M)
Filed 2026-10-13
Temasek Holdings (Private) Ltd
UNCHANGED
Shares297,538 from 297,538
Change0 (0%)
Value$118.2M (+$16.7M)
Filed 2026-10-28
SEB Asset Management AB
DECREASED
Shares297,384 from 409,347
Change-111,963 (-27%)
Value$118.2M (-$21.4M)
Filed 2026-11-04
Nykredit A/S
INCREASED
Shares293,860 from 287,116
Change+6,744 (+2%)
Value$116.8M (+$18.8M)
Filed 2026-11-06
TimesSquare Capital Management, LLC
DECREASED
Shares288,118 from 308,584
Change-20,466 (-7%)
Value$114.5M (+$9.2M)
Filed 2026-11-03
PNC Financial Services Group, Inc.
INCREASED
Shares284,679 from 280,336
Change+4,343 (+2%)
Value$113.1M (+$17.5M)
Filed 2026-11-06
Lido Advisors, LLC
INCREASED
Shares280,479 from 266,639
Change+13,840 (+5%)
Value$111.4M (+$20.5M)
Filed 2026-11-04
State of New Jersey Common Pension Fund D
INCREASED
Shares263,030 from 262,586
Change+444 (+0%)
Value$104.5M (+$15.0M)
Filed 2026-11-05
Vontobel Holding Ltd.
DECREASED
Shares256,372 from 383,508
Change-127,136 (-33%)
Value$101.9M (-$28.9M)
Filed 2026-10-16
Calamos Advisors LLC
INCREASED
Shares253,004 from 245,320
Change+7,684 (+3%)
Value$100.5M (+$16.9M)
Filed 2026-11-02
Xponance LLC
INCREASED
Shares240,695 from 227,199
Change+13,496 (+6%)
Value$95.6M (+$18.2M)
Filed 2026-11-03
Mn Services Vermogensbeheer B.V.
INCREASED
Shares240,029 from 236,329
Change+3,700 (+2%)
Value$95.4K (-$80.5M)
Filed 2026-10-08
Daiwa Securities Group Inc.
INCREASED
Shares239,455 from 234,314
Change+5,141 (+2%)
Value$95.1M (+$15.2M)
Filed 2026-10-29
Swiss Life Asset Management Ltd
DECREASED
Shares238,046 from 270,330
Change-32,284 (-12%)
Value$94.6M (+$2.4M)
Filed 2026-11-03
Henshaw Capital LLC
UNCHANGED
Shares237,620 from 237,620
Change0 (0%)
Value$94.4M (+$13.4M)
Filed 2026-11-03
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED
Shares235,115 from 266,698
Change-31,583 (-12%)
Value$93.4M (+$2.5M)
Filed 2026-10-15
Czech National Bank
INCREASED
Shares234,169 from 230,842
Change+3,327 (+1%)
Value$93.0M (+$14.3M)
Filed 2026-10-13
Arizona State Retirement System
INCREASED
Shares229,303 from 225,037
Change+4,266 (+2%)
Value$91.1M (+$14.4M)
Filed 2026-11-03
Allen Investment Management, LLC
INCREASED
Shares226,514 from 161,489
Change+65,025 (+40%)
Value$90.0M (+$35.0M)
Filed 2026-11-03
Aberdeen Group plc
DECREASED
Shares226,281 from 590,099
Change-363,818 (-62%)
Value$28.6M (-$172.7M)
Filed 2026-11-06
State of Michigan Retirement System
DECREASED
Shares220,739 from 244,039
Change-23,300 (-10%)
Value$87.7M (+$4.5M)
Filed 2026-10-27
Rakuten Investment Management, Inc.
INCREASED
Shares216,983 from 195,958
Change+21,025 (+11%)
Value$84.3M (+$19.2M)
Filed 2026-10-30
Howard Capital Management Group, LLC
DECREASED
Shares212,912 from 213,748
Change-836 (0%)
Value$84.6M (+$11.7M)
Filed 2026-10-16
Washington Trust Advisors, Inc.
DECREASED
Shares212,446 from 228,607
Change-16,161 (-7%)
Value$84.4M (+$6.4M)
Filed 2026-10-22
Ferguson Wellman Capital Management, Inc
DECREASED
Shares212,179 from 226,065
Change-13,886 (-6%)
Value$84.3M (+$7.2M)
Filed 2026-10-05
Adell Harriman & Carpenter Inc
DECREASED
Shares208,554 from 224,522
Change-15,968 (-7%)
Value$82.9M (+$6.3M)
Filed 2026-11-02
Trust Co of Vermont
DECREASED
Shares203,528 from 203,595
Change-67 (0%)
Value$80.9M (+$11.4M)
Filed 2026-10-21
Raiffeisen Bank International AG
DECREASED
Shares202,401 from 225,914
Change-23,513 (-10%)
Value$78.6M (+$3.6M)
Filed 2026-10-28
Retirement Systems of Alabama
INCREASED
Shares199,960 from 170,373
Change+29,587 (+17%)
Value$79.4M (+$21.3M)
Filed 2026-11-04
Randolph Co Inc
INCREASED
Shares197,106 from 196,951
Change+155 (+0%)
Value$78.3M (+$11.1M)
Filed 2026-10-23
IFM Investors Pty Ltd
INCREASED
Shares193,519 from 186,273
Change+7,246 (+4%)
Value$76.9M (+$13.4M)
Filed 2026-10-14
AMI Asset Management Corp
DECREASED
Shares190,892 from 198,453
Change-7,561 (-4%)
Value$75.8M (+$8.2M)
Filed 2026-10-20
Washington Trust Co
DECREASED
Shares185,096 from 189,436
Change-4,340 (-2%)
Value$73.5M (+$8.9M)
Filed 2026-10-22
Badgley Phelps Wealth Managers, LLC
DECREASED
Shares184,584 from 187,888
Change-3,304 (-2%)
Value$73.3M (+$9.3M)
Filed 2026-10-22
Eastern Bank
DECREASED
Shares184,556 from 194,344
Change-9,788 (-5%)
Value$73.3M (+$7.1M)
Filed 2026-10-05
GF Fund Management Co. Ltd.
DECREASED
Shares181,505 from 181,601
Change-96 (0%)
Value$72.1M (+$10.2M)
Filed 2026-10-26
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED
Shares180,061 from 179,128
Change+933 (+1%)
Value$71.5M (+$10.5M)
Filed 2026-11-03
Apollon Wealth Management, LLC
DECREASED
Shares176,684 from 188,976
Change-12,292 (-6%)
Value$70.2M (+$5.8M)
Filed 2026-10-23
Global X Japan Co., Ltd.
DECREASED
Shares173,796 from 181,422
Change-7,626 (-4%)
Value$69.1M (+$7.2M)
Filed 2026-10-21
Avity Investment Management Inc.
DECREASED
Shares173,721 from 194,590
Change-20,869 (-11%)
Value$69.0M (+$2.7M)
Filed 2026-10-09
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares173,400 from 182,099
Change-8,699 (-5%)
Value$68.9K (-$62.0M)
Filed 2026-11-02
Lyell Wealth Management, LP
DECREASED
Shares169,753 from 173,721
Change-3,968 (-2%)
Value$67.4M (+$8.2M)
Filed 2026-10-30
Kestra Advisory Services, LLC
INCREASED
Shares165,023 from 156,875
Change+8,148 (+5%)
Value$65.6M (+$12.1M)
Filed 2026-11-02
Nicholas Company, Inc.
DECREASED
Shares162,195 from 266,270
Change-104,075 (-39%)
Value$64.4M (-$26.4M)
Filed 2026-11-05
Amalgamated Bank
DECREASED
Shares160,441 from 163,350
Change-2,909 (-2%)
Value$63.7K (-$55.6M)
Filed 2026-10-23
Park National Corp
DECREASED
Shares158,591 from 186,597
Change-28,006 (-15%)
Value$63.0M (-$623.5K)
Filed 2026-10-05
Chesley Taft & Associates LLC
DECREASED
Shares157,154 from 182,105
Change-24,951 (-14%)
Value$62.4M (+$337.4K)
Filed 2026-10-13
Northeast Investment Management
INCREASED
Shares155,568 from 154,929
Change+639 (+0%)
Value$61.8M (+$9.0M)
Filed 2026-10-30
UniSuper Management Pty Ltd
INCREASED
Shares150,838 from 142,183
Change+8,655 (+6%)
Value$59.9M (+$11.4M)
Filed 2026-10-26
Diversify Advisory Services, LLC
DECREASED
Shares148,559 from 157,738
Change-9,179 (-6%)
Value$55.0M (+$5.0M)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares148,559 from 157,738
Change-9,179 (-6%)
Value$55.0M (+$5.0M)
Filed 2026-10-20
BI Asset Management Fondsmaeglerselskab A/S
INCREASED
Shares141,471 from 48,584
Change+92,887 (+191%)
Value$56.2K (-$16.5M)
Filed 2026-10-22
Private Capital Advisors, Inc.
DECREASED
Shares138,190 from 138,524
Change-334 (0%)
Value$54.9M (+$7.7M)
Filed 2026-10-06
B. Metzler seel. Sohn & Co. AG
DECREASED
Shares137,949 from 780,246
Change-642,297 (-82%)
Value$54.8M (-$211.3M)
Filed 2026-10-30
PensionDanmark Pensionsforsikringsaktieselskab
INCREASED
Shares136,929 from 123,850
Change+13,079 (+11%)
Value$54.4M (+$12.2M)
Filed 2026-10-19
JIA Investment Alliance Pte. Ltd.
UNCHANGED
Shares135,200 from 135,200
Change0 (0%)
Value$53.7M (+$7.6M)
Filed 2026-10-06
Union Bancaire Privee, UBP SA
DECREASED
Shares133,699 from 212,784
Change-79,085 (-37%)
Value$50.3M (-$14.6M)
Filed 2026-11-04
Bailard, Inc.
INCREASED
Shares131,115 from 128,220
Change+2,895 (+2%)
Value$52.1M (+$8.4M)
Filed 2026-10-13
Braun Stacey Associates Inc
INCREASED
Shares130,018 from 125,615
Change+4,403 (+4%)
Value$51.7M (+$8.8M)
Filed 2026-10-19
Dillon & Associates Inc
DECREASED
Shares127,062 from 127,941
Change-879 (-1%)
Value$50.4K (-$43.6M)
Filed 2026-10-22
Weatherly Asset Management L. P.
DECREASED
Shares125,939 from 133,772
Change-7,833 (-6%)
Value$50.0M (+$4.4M)
Filed 2026-10-20
Tran Capital Management, L.P.
DECREASED
Shares125,625 from 203,058
Change-77,433 (-38%)
Value$49.9M (-$19.3M)
Filed 2026-10-19
Nisa Investment Advisors, LLC
INCREASED
Shares125,526 from 123,134
Change+2,392 (+2%)
Value$49.9M (+$7.9M)
Filed 2026-10-20
Natixis
INCREASED
Shares125,370 from 98,227
Change+27,143 (+28%)
Value$49.8M (+$16.3M)
Filed 2026-11-06
Fiera Capital Corp
INCREASED
Shares125,245 from 120,766
Change+4,479 (+4%)
Value$49.8M (+$8.6M)
Filed 2026-11-06
UMB Bank, n.a.
DECREASED
Shares123,903 from 125,903
Change-2,000 (-2%)
Value$49.2M (+$6.3M)
Filed 2026-11-06
OP Asset Management Ltd
INCREASED
Shares123,036 from 91,088
Change+31,948 (+35%)
Value$48.9M (+$17.8M)
Filed 2026-11-05
New York Life Investment Management LLC
DECREASED
Shares121,642 from 132,516
Change-10,874 (-8%)
Value$48.3M (+$3.1M)
Filed 2026-11-04
Concurrent Investment Advisors, LLC
INCREASED
Shares119,703 from 77,696
Change+42,007 (+54%)
Value$47.6M (+$21.1M)
Filed 2026-10-16
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares118,150 from 116,563
Change+1,587 (+1%)
Value$46.9M (+$7.2M)
Filed 2026-10-20
Philadelphia Trust Co
DECREASED
Shares118,149 from 130,044
Change-11,895 (-9%)
Value$46.9K (-$44.3M)
Filed 2026-11-05
Oppenheimer & Co Inc
DECREASED
Shares118,063 from 119,037
Change-974 (-1%)
Value$46.9M (+$6.3M)
Filed 2026-10-26
Gradient Investments LLC
DECREASED
Shares117,516 from 175,216
Change-57,700 (-33%)
Value$46.7M (-$13.1M)
Filed 2026-10-08
Clearstead Advisors, LLC
DECREASED
Shares116,360 from 124,812
Change-8,452 (-7%)
Value$46.2M (+$3.7M)
Filed 2026-11-06
Sapient Capital LLC
DECREASED
Shares115,092 from 134,869
Change-19,777 (-15%)
Value$45.7M (-$265.8K)
Filed 2026-10-08
Covea Finance
DECREASED
Shares113,200 from 148,000
Change-34,800 (-24%)
Value$45.0M (-$5.5M)
Filed 2026-10-21
Munich Reinsurance Co Stock Corp in Munich
INCREASED
Shares111,957 from 67,942
Change+44,015 (+65%)
Value$44.5M (+$21.3M)
Filed 2026-10-30
Sava Infond d.o.o.
DECREASED
Shares111,840 from 126,340
Change-14,500 (-11%)
Value$44.4M (+$1.4M)
Filed 2026-10-28
IFP Advisors, Inc
DECREASED
Shares110,523 from 116,369
Change-5,846 (-5%)
Value$43.9M (+$4.2M)
Filed 2026-10-16
Adams Diversified Equity Fund, Inc.
UNCHANGED
Shares110,000 from 110,000
Change0 (0%)
Value$43.7M (+$6.2M)
Filed 2026-10-21
NorthCrest Asset Manangement, LLC
INCREASED
Shares108,772 from 104,272
Change+4,500 (+4%)
Value$43.3M (+$8.1M)
Filed 2026-10-13
Beacon Investment Advisory Services, Inc.
DECREASED
Shares106,355 from 146,516
Change-40,161 (-27%)
Value$42.3M (-$7.7M)
Filed 2026-10-13
William Blair Investment Management, LLC
DECREASED
Shares103,853 from 111,465
Change-7,612 (-7%)
Value$41.3M (+$3.3M)
Filed 2026-11-06
Farmers & Merchants Investments Inc
INCREASED
Shares102,396 from 101,488
Change+908 (+1%)
Value$40.7M (+$6.1M)
Filed 2026-10-22
Nixon Peabody Trust Co
INCREASED
Shares100,649 from 100,260
Change+389 (+0%)
Value$40.0M (+$5.8M)
Filed 2026-10-23
Oregon Public Employees Retirement Fund
INCREASED
Shares100,227 from 99,787
Change+440 (+0%)
Value$39.8M (+$5.8M)
Filed 2026-10-30
Pittenger & Anderson Inc
INCREASED
Shares99,630 from 99,609
Change+21 (+0%)
Value$39.6M (+$5.6M)
Filed 2026-11-02
SteelPeak Wealth, LLC
INCREASED
Shares98,873 from 21,255
Change+77,618 (+365%)
Value$39.3M (+$32.0M)
Filed 2026-10-16
E. Ohman J:or Asset Management AB
DECREASED
Shares98,565 from 156,265
Change-57,700 (-37%)
Value$39.2M (-$14.1M)
Filed 2026-10-22
Mutual of America Capital Management LLC
DECREASED
Shares98,488 from 99,636
Change-1,148 (-1%)
Value$39.1M (+$5.2M)
Filed 2026-10-23
Wesbanco Bank Inc
DECREASED
Shares95,437 from 136,061
Change-40,624 (-30%)
Value$37.9M (-$8.5M)
Filed 2026-11-04
Kestra Private Wealth Services, LLC
DECREASED
Shares94,324 from 95,382
Change-1,058 (-1%)
Value$37.5M (+$4.9M)
Filed 2026-11-06
Zevenbergen Capital Investments LLC
UNCHANGED
Shares93,910 from 93,910
Change0 (0%)
Value$37.3M (+$5.3M)
Filed 2026-10-08
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares93,880 from 98,971
Change-5,091 (-5%)
Value$37.3M (+$3.5M)
Filed 2026-10-05
iA Global Asset Management Inc.
DECREASED
Shares93,413 from 96,625
Change-3,212 (-3%)
Value$37.1K (-$32.9M)
Filed 2026-10-29
Community Trust & Investment Co
DECREASED
Shares92,964 from 114,827
Change-21,863 (-19%)
Value$36.9M (-$2.2M)
Filed 2026-10-15
Ethic Inc.
DECREASED
Shares91,831 from 92,263
Change-432 (0%)
Value$36.5M (+$5.0M)
Filed 2026-11-03
Eagle Global Advisors LLC
DECREASED
Shares91,643 from 92,423
Change-780 (-1%)
Value$36.4M (+$4.9M)
Filed 2026-11-02
Louisiana State Employees Retirement System
DECREASED
Shares91,500 from 93,900
Change-2,400 (-3%)
Value$36.4M (+$4.3M)
Filed 2026-10-20
ASR Vermogensbeheer N.V.
INCREASED
Shares91,098 from 60,393
Change+30,705 (+51%)
Value$36.2M (+$15.6M)
Filed 2026-10-16
Middleton & Co Inc
DECREASED
Shares86,365 from 91,663
Change-5,298 (-6%)
Value$34.3M (+$3.1M)
Filed 2026-10-23
Wallington Asset Management, LLC
DECREASED
Shares85,547 from 85,800
Change-253 (0%)
Value$34.0M (+$4.7M)
Filed 2026-11-04
Thrivent Financial for Lutherans
INCREASED
Shares84,736 from 83,904
Change+832 (+1%)
Value$33.7K (-$28.6M)
Filed 2026-11-05
Security National Bank
DECREASED
Shares83,886 from 84,869
Change-983 (-1%)
Value$33.3M (+$4.4M)
Filed 2026-10-26
Consolidated Investment Group LLC
UNCHANGED
Shares81,214 from 81,214
Change0 (0%)
Value$32.3M (+$4.6M)
Filed 2026-11-04
Cushing Asset Management, LP dba NXG Investment Management
INCREASED
Shares80,000 from 75,000
Change+5,000 (+7%)
Value$31.8M (+$6.2M)
Filed 2026-10-26
Telos Capital Management, Inc.
DECREASED
Shares79,559 from 84,926
Change-5,367 (-6%)
Value$31.6M (+$2.6M)
Filed 2026-11-02
Achmea Investment Management B.V.
NEW
Shares79,383
Change+79,383
Value$31.6M
Filed 2026-10-30
BLB&B Advisors, LLC
DECREASED
Shares78,114 from 95,608
Change-17,494 (-18%)
Value$31.0M (-$1.6M)
Filed 2026-10-27
Trust Co of Toledo NA
DECREASED
Shares78,083 from 78,094
Change-11 (0%)
Value$31.0M (+$4.4M)
Filed 2026-10-16
Cullen T Bankers, Inc.
INCREASED
Shares77,914 from 76,593
Change+1,321 (+2%)
Value$31.0M (+$4.8M)
Filed 2026-10-28
State of Alaska, Department of Revenue
DECREASED
Shares77,205 from 79,463
Change-2,258 (-3%)
Value$30.7K (-$27.1M)
Filed 2026-10-15
Exchange Traded Concepts, LLC
INCREASED
Shares76,434 from 67,971
Change+8,463 (+12%)
Value$30.4M (+$7.2M)
Filed 2026-10-28
Davidson Investment Advisors
DECREASED
Shares75,959 from 78,979
Change-3,020 (-4%)
Value$30.2M (+$3.2M)
Filed 2026-10-20
Americana Partners, LLC
DECREASED
Shares75,465 from 102,475
Change-27,010 (-26%)
Value$30.0M (-$5.0M)
Filed 2026-10-28
EagleClaw Capital Managment, LLC
DECREASED
Shares75,040 from 78,978
Change-3,938 (-5%)
Value$29.8M (+$2.9M)
Filed 2026-11-06
Bank Pictet & Cie (Europe) AG
DECREASED
Shares74,863 from 115,327
Change-40,464 (-35%)
Value$29.7M (-$9.6M)
Filed 2026-10-20
Guyasuta Investment Advisors Inc
DECREASED
Shares74,847 from 75,888
Change-1,041 (-1%)
Value$29.7M (+$3.9M)
Filed 2026-10-15
Pinnacle Associates LTD
DECREASED
Shares74,450 from 79,799
Change-5,349 (-7%)
Value$29.6M (+$2.4M)
Filed 2026-10-20
Prospera Financial Services Inc
INCREASED
Shares74,246 from 62,571
Change+11,675 (+19%)
Value$27.2M (+$5.8M)
Filed 2026-11-04
Yousif Capital Management, LLC
DECREASED
Shares73,850 from 74,030
Change-180 (0%)
Value$29.3M (+$4.1M)
Filed 2026-10-22
Allspring Global Investments Holdings, LLC
DECREASED
Shares73,621 from 92,458
Change-18,837 (-20%)
Value$29.2M (-$3.4M)
Filed 2026-11-04
HCR Wealth Advisors
INCREASED
Shares72,958 from 71,870
Change+1,088 (+2%)
Value$29.0M (+$4.5M)
Filed 2026-10-15
Midwest Trust Co
DECREASED
Shares72,933 from 88,224
Change-15,291 (-17%)
Value$29.0M (-$1.1M)
Filed 2026-10-22
Talbot Financial, LLC
DECREASED
Shares72,787 from 73,812
Change-1,025 (-1%)
Value$28.9M (+$3.7M)
Filed 2026-10-19
SFE Investment Counsel
DECREASED
Shares72,775 from 80,533
Change-7,758 (-10%)
Value$28.9M (+$1.5M)
Filed 2026-10-29
D.A. Davidson & Co.
DECREASED
Shares71,131 from 72,988
Change-1,857 (-3%)
Value$28.3M (+$3.4M)
Filed 2026-10-28
Everest Financial Group LLC
INCREASED
Shares70,774 from 68,806
Change+1,968 (+3%)
Value$28.1M (+$4.7M)
Filed 2026-11-06
Farther Finance Advisors, LLC
INCREASED
Shares70,689 from 60,954
Change+9,735 (+16%)
Value$28.1M (+$7.3M)
Filed 2026-10-08
Wedbush Securities Inc
DECREASED
Shares69,849 from 72,999
Change-3,150 (-4%)
Value$27.8K (-$24.9M)
Filed 2026-10-22
Trifecta Capital Advisors, LLC
DECREASED
Shares69,568 from 70,502
Change-934 (-1%)
Value$27.6M (+$3.6M)
Filed 2026-10-21
CFM Wealth Partners LLC
DECREASED
Shares69,081 from 69,449
Change-368 (-1%)
Value$27.4M (+$3.8M)
Filed 2026-11-05
Harbour Trust & Investment Management Co
DECREASED
Shares68,620 from 69,760
Change-1,140 (-2%)
Value$27.3M (+$3.5M)
Filed 2026-10-28
Spire Wealth Management
INCREASED
Shares68,522 from 64,370
Change+4,152 (+6%)
Value$27.2M (+$5.3M)
Filed 2026-10-30
Assetmark, Inc
DECREASED
Shares68,299 from 89,521
Change-21,222 (-24%)
Value$27.1M (-$3.4M)
Filed 2026-10-21
Addenda Capital Inc.
INCREASED
Shares68,047 from 53,708
Change+14,339 (+27%)
Value$27.0M (+$8.7M)
Filed 2026-10-13
Coastline Trust Co
DECREASED
Shares67,708 from 69,899
Change-2,191 (-3%)
Value$26.9M (+$3.1M)
Filed 2026-10-01
Legacy Trust
INCREASED
Shares67,690 from 67,441
Change+249 (+0%)
Value$24.8M (+$1.8M)
Filed 2026-11-06
Integrated Advisors Network LLC
DECREASED
Shares66,412 from 69,922
Change-3,510 (-5%)
Value$26.4M (+$2.5M)
Filed 2026-10-20
Crestwood Advisors Group, LLC
DECREASED
Shares66,018 from 68,072
Change-2,054 (-3%)
Value$26.2M (+$3.0M)
Filed 2026-10-27
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
DECREASED
Shares65,933 from 67,649
Change-1,716 (-3%)
Value$26.2M (+$3.1M)
Filed 2026-10-22
71 West Capital Partners
INCREASED
Shares65,002 from 63,859
Change+1,143 (+2%)
Value$25.8M (+$4.0M)
Filed 2026-11-04
United Asset Strategies, Inc.
DECREASED
Shares64,624 from 65,119
Change-495 (-1%)
Value$25.7M (+$3.5M)
Filed 2026-10-28
Elevation Point Wealth Partners, LLC
INCREASED
Shares64,556 from 60,596
Change+3,960 (+7%)
Value$25.7M (+$5.0M)
Filed 2026-11-05
Virginia Retirement Systems ET Al
INCREASED
Shares64,517 from 37,617
Change+26,900 (+72%)
Value$25.6M (+$12.8M)
Filed 2026-10-28
Parallel Advisors, LLC
INCREASED
Shares64,033 from 63,588
Change+445 (+1%)
Value$25.4M (+$3.8M)
Filed 2026-11-03
Gulf International Bank (UK) Ltd
INCREASED
Shares63,881 from 61,381
Change+2,500 (+4%)
Value$25.4K (-$20.9M)
Filed 2026-10-20
NLB Skladi, upravljanje premozenja, d.o.o.
DECREASED
Shares62,892 from 64,715
Change-1,823 (-3%)
Value$25.0M (+$2.9M)
Filed 2026-10-22
Greenwood Gearhart LLC
DECREASED
Shares62,726 from 84,630
Change-21,904 (-26%)
Value$24.9M (-$3.9M)
Filed 2026-11-02
Prime Capital Investment Advisors, LLC
DECREASED
Shares62,539 from 71,091
Change-8,552 (-12%)
Value$24.8M (+$603.8K)
Filed 2026-10-20
Profund Advisors LLC
DECREASED
Shares62,483 from 67,899
Change-5,416 (-8%)
Value$24.8M (+$1.7M)
Filed 2026-10-29
Generali Asset Management SPA SGR
INCREASED
Shares62,118 from 58,450
Change+3,668 (+6%)
Value$24.7M (+$4.7M)
Filed 2026-10-26
Compass Capital Management, Inc
DECREASED
Shares61,380 from 73,515
Change-12,135 (-17%)
Value$24.4M (-$683.2K)
Filed 2026-11-06
First American Bank
DECREASED
Shares61,295 from 63,561
Change-2,266 (-4%)
Value$24.4M (+$2.7M)
Filed 2026-10-27
Asio Capital, LLC
DECREASED
Shares61,161 from 61,314
Change-153 (0%)
Value$24.3M (+$3.4M)
Filed 2026-10-19
B. Riley Wealth Advisors, Inc.
DECREASED
Shares60,770 from 61,181
Change-411 (-1%)
Value$24.1M (+$3.8M)
Filed 2026-10-13
Brookstone Capital Management
DECREASED
Shares60,237 from 95,800
Change-35,563 (-37%)
Value$23.9M (-$8.7M)
Filed 2026-10-22
Avanza Fonder AB
INCREASED
Shares60,092 from 55,034
Change+5,058 (+9%)
Value$23.9M (+$5.1M)
Filed 2026-10-13
LBP AM SA
DECREASED
Shares60,059 from 163,833
Change-103,774 (-63%)
Value$23.9M (-$32.0M)
Filed 2026-11-06
Moran Wealth Management, LLC
DECREASED
Shares60,058 from 66,727
Change-6,669 (-10%)
Value$23.9M (+$1.1M)
Filed 2026-10-22
Cache Advisors, LLC
INCREASED
Shares59,920 from 25,080
Change+34,840 (+139%)
Value$23.8M (+$15.3M)
Filed 2026-10-16
Quintet Private Bank (Europe) S.A.
DECREASED
Shares58,631 from 170,921
Change-112,290 (-66%)
Value$23.3M (-$35.0M)
Filed 2026-10-08
AlphaCore Capital LLC
INCREASED
Shares58,326 from 48,932
Change+9,394 (+19%)
Value$23.2M (+$6.5M)
Filed 2026-11-04
Oppenheimer Asset Management Inc.
DECREASED
Shares57,134 from 73,301
Change-16,167 (-22%)
Value$22.7M (-$2.3M)
Filed 2026-10-27
Motley Fool Asset Management LLC
INCREASED
Shares57,025 from 50,491
Change+6,534 (+13%)
Value$22.7M (+$5.4M)
Filed 2026-10-27
Marietta Wealth Management, LLC
DECREASED
Shares56,960 from 62,965
Change-6,005 (-10%)
Value$21.4M (-$110.0K)
Filed 2026-10-22
Venture Visionary Partners LLC
INCREASED
Shares55,758 from 55,542
Change+216 (+0%)
Value$22.2M (+$3.2M)
Filed 2026-10-07
Bender Robert & Associates
DECREASED
Shares55,305 from 55,585
Change-280 (0%)
Value$22.0M (+$3.0M)
Filed 2026-10-21
Meiji Yasuda America Inc
INCREASED
Shares54,382 from 43,795
Change+10,587 (+24%)
Value$21.6M (+$6.7M)
Filed 2026-10-22
Searle & Co.
DECREASED
Shares53,914 from 57,114
Change-3,200 (-6%)
Value$21.4M (+$1.9M)
Filed 2026-11-04
Cohen Klingenstein LLC
UNCHANGED
Shares53,400 from 53,400
Change0 (0%)
Value$21.2M (+$3.0M)
Filed 2026-10-15
Atria Investments, Inc
INCREASED
Shares52,667 from 49,838
Change+2,829 (+6%)
Value$20.9M (+$3.9M)
Filed 2026-10-15
Allworth Financial LP
INCREASED
Shares52,323 from 23,837
Change+28,486 (+120%)
Value$17.8M (+$9.7M)
Filed 2026-11-06
CMH Wealth Management LLC
DECREASED
Shares51,685 from 57,173
Change-5,488 (-10%)
Value$20.5M (+$1.0M)
Filed 2026-10-22
Evergreen Capital Management LLC
DECREASED
Shares51,383 from 59,279
Change-7,896 (-13%)
Value$20.4M (+$199.7K)
Filed 2026-10-23
LVM Capital Management LTD
DECREASED
Shares50,647 from 56,112
Change-5,465 (-10%)
Value$20.1M (+$20.1M)
Filed 2026-10-20
Mirador Capital Partners LP
INCREASED
Shares50,406 from 50,198
Change+208 (+0%)
Value$20.0M (+$2.9M)
Filed 2026-10-09
YHB Investment Advisors, Inc.
DECREASED
Shares50,128 from 50,219
Change-91 (0%)
Value$19.9M (+$2.8M)
Filed 2026-10-08
Welch Group, LLC
DECREASED
Shares50,104 from 51,532
Change-1,428 (-3%)
Value$19.9M (+$2.3M)
Filed 2026-10-29
Washington Trust Bank
DECREASED
Shares49,973 from 53,007
Change-3,034 (-6%)
Value$19.9M (+$1.8M)
Filed 2026-11-03
Jacobs & Co
DECREASED
Shares49,433 from 50,863
Change-1,430 (-3%)
Value$19.6K (+$2.3K)
Filed 2026-10-09
Maryland State Retirement & Pension System
INCREASED
Shares49,183 from 43,256
Change+5,927 (+14%)
Value$19.5M (+$4.8M)
Filed 2026-11-05
HB Wealth Management, LLC
INCREASED
Shares48,499 from 48,073
Change+426 (+1%)
Value$19.3M (+$2.9M)
Filed 2026-10-23
Decker Retirement Planning Inc.
NEW
Shares48,330
Change+48,330
Value$19.2M
Filed 2026-10-19
OpenArc Corporate Advisory, LLC
INCREASED
Shares48,272 from 46,162
Change+2,110 (+5%)
Value$19.2M (+$3.4M)
Filed 2026-10-21
Hennion & Walsh Asset Management, Inc.
DECREASED
Shares48,238 from 55,556
Change-7,318 (-13%)
Value$19.2M (+$219.7K)
Filed 2026-10-13
China Universal Asset Management Co., Ltd.
INCREASED
Shares47,658 from 40,920
Change+6,738 (+16%)
Value$18.5M (+$4.6M)
Filed 2026-10-28
Canvas Wealth Advisors, LLC
DECREASED
Shares47,055 from 48,854
Change-1,799 (-4%)
Value$17.9M (+$1.2M)
Filed 2026-11-02
Citizens Financial Group Inc
DECREASED
Shares45,772 from 46,200
Change-428 (-1%)
Value$18.2M (+$2.4M)
Filed 2026-10-23
Nikulski Financial, Inc.
DECREASED
Shares45,624 from 48,767
Change-3,143 (-6%)
Value$18.1M (+$1.5M)
Filed 2026-11-06
Keybank National Association
INCREASED
Shares45,589 from 43,751
Change+1,838 (+4%)
Value$18.1M (+$3.2M)
Filed 2026-11-04
Independent Financial Group, LLC
DECREASED
Shares45,557 from 48,369
Change-2,812 (-6%)
Value$18.1M (+$1.6M)
Filed 2026-10-13
Daymark Wealth Partners, LLC
DECREASED
Shares45,373 from 113,333
Change-67,960 (-60%)
Value$18.0M (-$20.6M)
Filed 2026-11-04
Fideuram Asset Management (Ireland) dac
DECREASED
Shares45,133 from 59,411
Change-14,278 (-24%)
Value$16.6M (-$26.5K)
Filed 2026-10-29
Bokf, NA
DECREASED
Shares44,871 from 50,369
Change-5,498 (-11%)
Value$17.8M (+$650.9K)
Filed 2026-10-27
Merit Financial Group, LLC
INCREASED
Shares43,750 from 40,098
Change+3,652 (+9%)
Value$17.4M (+$3.7M)
Filed 2026-11-06
Hartford Investment Management Co
DECREASED
Shares43,624 from 44,820
Change-1,196 (-3%)
Value$17.3M (+$2.0M)
Filed 2026-11-04
First Interstate Bank
DECREASED
Shares42,962 from 45,696
Change-2,734 (-6%)
Value$17.1M (+$1.5M)
Filed 2026-10-23
Crossmark Global Holdings, Inc.
INCREASED
Shares42,885 from 40,790
Change+2,095 (+5%)
Value$17.0M (+$3.1M)
Filed 2026-10-21
Community Financial Services Group, LLC
DECREASED
Shares42,860 from 46,220
Change-3,360 (-7%)
Value$17.0M (+$712.0K)
Filed 2026-10-15
Ascent Wealth Partners, LLC
DECREASED
Shares41,972 from 42,881
Change-909 (-2%)
Value$16.7M (+$2.1M)
Filed 2026-10-23
Zweig-DiMenna Associates LLC
NEW
Shares40,500
Change+40,500
Value$16.1M
Filed 2026-11-06
Moody Lynn Lieberson & Walker, LLC
DECREASED
Shares40,423 from 41,381
Change-958 (-2%)
Value$16.1M (+$1.9M)
Filed 2026-10-14
New Mexico Educational Retirement Board
UNCHANGED
Shares40,200 from 40,200
Change0 (0%)
Value$16.0K (-$13.7M)
Filed 2026-11-05
Forbes J M & Co LLP
INCREASED
Shares40,164 from 39,992
Change+172 (+0%)
Value$16.0M (+$2.3M)
Filed 2026-10-16
Lmcg Investments, LLC
DECREASED
Shares40,039 from 57,784
Change-17,745 (-31%)
Value$15.9M (-$3.8M)
Filed 2026-10-21
First National Trust Co
DECREASED
Shares39,739 from 42,304
Change-2,565 (-6%)
Value$15.8M (+$1.4M)
Filed 2026-10-28
Westover Capital Advisors, LLC
DECREASED
Shares39,513 from 40,857
Change-1,344 (-3%)
Value$15.7M (+$1.8M)
Filed 2026-10-26
Linden Thomas Advisory Services, LLC
INCREASED
Shares39,129 from 38,340
Change+789 (+2%)
Value$15.5M (+$2.5M)
Filed 2026-10-19
Alta Capital Management LLC/
DECREASED
Shares38,951 from 117,695
Change-78,744 (-67%)
Value$15.5M (-$24.7M)
Filed 2026-10-26
Park Avenue Securities LLC
DECREASED
Shares38,784 from 40,352
Change-1,568 (-4%)
Value$15.4K (-$13.7M)
Filed 2026-10-26
Ag2r LA Mondiale Gestion D'actifs
INCREASED
Shares38,542 from 35,640
Change+2,902 (+8%)
Value$15.3M (+$3.2M)
Filed 2026-10-26
Savant Capital, LLC
INCREASED
Shares38,194 from 26,498
Change+11,696 (+44%)
Value$15.2M (+$8.0M)
Filed 2026-11-06
Jamison Private Wealth Management, Inc.
INCREASED
Shares37,577 from 37,508
Change+69 (+0%)
Value$14.9M (+$2.1M)
Filed 2026-10-14
GC Wealth Management RIA, LLC
INCREASED
Shares37,248 from 36,432
Change+816 (+2%)
Value$14.8M (+$2.4M)
Filed 2026-11-02
Burns J W & Co Inc
DECREASED
Shares37,188 from 37,210
Change-22 (0%)
Value$14.8M (+$2.1M)
Filed 2026-10-20
Burney Co/
DECREASED
Shares36,892 from 38,668
Change-1,776 (-5%)
Value$14.7M (+$1.5M)
Filed 2026-10-15
Jackson Square Capital, LLC
DECREASED
Shares36,549 from 36,822
Change-273 (-1%)
Value$14.5M (+$2.0M)
Filed 2026-10-19
Virtus Wealth Solutions LLC
NEW
Shares36,221
Change+36,221
Value$14.4M
Filed 2026-11-03
Waldron Private Wealth LLC
DECREASED
Shares36,157 from 36,313
Change-156 (0%)
Value$14.4M (+$2.0M)
Filed 2026-11-02
Yarbrough Capital, LLC
UNCHANGED
Shares35,953 from 35,953
Change0 (0%)
Value$14.3M (+$2.0M)
Filed 2026-10-19
Lynch Asset Management, Inc.
INCREASED
Shares35,550 from 34,550
Change+1,000 (+3%)
Value$14.1M (+$2.3M)
Filed 2026-10-28
Boston Common Asset Management, LLC
DECREASED
Shares35,393 from 42,566
Change-7,173 (-17%)
Value$14.1M (-$453.9K)
Filed 2026-10-13
Duncker Streett & Co Inc
DECREASED
Shares35,255 from 40,705
Change-5,450 (-13%)
Value$14.0M (+$125.9K)
Filed 2026-10-27
J.W. Cole Advisors, Inc.
INCREASED
Shares34,919 from 28,837
Change+6,082 (+21%)
Value$13.9M (+$4.0M)
Filed 2026-11-05
NBT Bank, N.A.
DECREASED
Shares34,671 from 35,204
Change-533 (-2%)
Value$13.8M (+$1.8M)
Filed 2026-10-21
CX Institutional
INCREASED
Shares34,543 from 6,717
Change+27,826 (+414%)
Value$13.7K (+$11.4K)
Filed 2026-10-02
Bfsg, LLC
DECREASED
Shares33,934 from 34,221
Change-287 (-1%)
Value$13.5M (+$1.8M)
Filed 2026-10-30
Choreo, LLC
DECREASED
Shares33,858 from 34,506
Change-648 (-2%)
Value$13.5M (+$1.7M)
Filed 2026-10-28
WealthBridge Investment Counsel Inc.
DECREASED
Shares33,743 from 33,913
Change-170 (0%)
Value$13.4K (+$1.8K)
Filed 2026-10-13
Ashton Thomas Private Wealth, LLC
DECREASED
Shares33,725 from 35,285
Change-1,560 (-4%)
Value$13.4M (+$1.4M)
Filed 2026-11-03
Cyndeo Wealth Partners, LLC
INCREASED
Shares33,538 from 29,300
Change+4,238 (+14%)
Value$13.3M (+$3.3M)
Filed 2026-10-16
BigSur Wealth Management LLC
DECREASED
Shares33,010 from 33,150
Change-140 (0%)
Value$13.1M (+$1.8M)
Filed 2026-10-13
Ipswich Investment Management Co., Inc.
DECREASED
Shares32,589 from 33,774
Change-1,185 (-4%)
Value$12.9M (+$1.4M)
Filed 2026-10-13
Appleton Partners Inc
DECREASED
Shares32,375 from 33,733
Change-1,358 (-4%)
Value$12.9K (-$11.5M)
Filed 2026-10-30
Aware Super Pty Ltd as trustee of Aware Super
INCREASED
Shares32,158 from 30,158
Change+2,000 (+7%)
Value$12.8M (+$2.5M)
Filed 2026-10-30
Fifth Third Wealth Advisors LLC
DECREASED
Shares32,086 from 32,165
Change-79 (0%)
Value$12.7M (+$1.8M)
Filed 2026-10-22
Tokio Marine Asset Management Co LTD
INCREASED
Shares31,667 from 30,541
Change+1,126 (+4%)
Value$12.6M (+$2.2M)
Filed 2026-10-26
Vise Technologies, Inc.
INCREASED
Shares30,973 from 21,010
Change+9,963 (+47%)
Value$12.3M (+$5.1M)
Filed 2026-10-29
SBI Securities Co., Ltd.
INCREASED
Shares30,931 from 30,396
Change+535 (+2%)
Value$12.3M (+$1.9M)
Filed 2026-10-22
Strategic Blueprint, LLC
INCREASED
Shares30,692 from 30,575
Change+117 (+0%)
Value$12.2M (+$1.8M)
Filed 2026-10-22
Legal Advantage Investments, Inc.
UNCHANGED
Shares30,684 from 30,684
Change0 (0%)
Value$12.2M (+$1.7M)
Filed 2026-10-13
Bouvel Investment Partners, LLC
DECREASED
Shares30,514 from 30,966
Change-452 (-1%)
Value$12.1M (+$1.6M)
Filed 2026-10-13
Meridian Wealth Management, LLC
DECREASED
Shares30,436 from 37,279
Change-6,843 (-18%)
Value$12.1M (-$620.5K)
Filed 2026-11-05
Certuity, LLC
DECREASED
Shares29,921 from 30,085
Change-164 (-1%)
Value$11.9M (+$1.6M)
Filed 2026-11-02
Unicom Systems, Inc.
UNCHANGED
Shares29,500 from 29,500
Change0 (0%)
Value$11.7M (+$1.7M)
Filed 2026-10-13
S-Bank Fund Management Ltd
DECREASED
Shares29,097 from 39,995
Change-10,898 (-27%)
Value$11.6M (-$2.1M)
Filed 2026-11-06
Gamma Investing LLC
INCREASED
Shares29,037 from 27,094
Change+1,943 (+7%)
Value$11.5M (+$2.3M)
Filed 2026-10-08
Nordwand Advisors, LLC
DECREASED
Shares28,120 from 30,455
Change-2,335 (-8%)
Value$11.2M (+$786.6K)
Filed 2026-11-05
EverSource Wealth Advisors, LLC
DECREASED
Shares28,038 from 28,178
Change-140 (0%)
Value$11.1M (+$1.5M)
Filed 2026-11-04
Norway Savings Bank
DECREASED
Shares27,967 from 28,980
Change-1,013 (-3%)
Value$11.1M (+$1.2M)
Filed 2026-10-20
MGO One Seven LLC
INCREASED
Shares27,851 from 26,776
Change+1,075 (+4%)
Value$11.1M (+$1.9M)
Filed 2026-10-28
Magnus Financial Group LLC
DECREASED
Shares27,715 from 27,737
Change-22 (0%)
Value$11.0M (+$1.6M)
Filed 2026-10-21
Calamos Wealth Management LLC
DECREASED
Shares27,604 from 47,601
Change-19,997 (-42%)
Value$11.0M (-$5.3M)
Filed 2026-11-02
J. Safra Sarasin Holding AG
INCREASED
Shares27,553 from 25,761
Change+1,792 (+7%)
Value$6.4M (+$1.1M)
Filed 2026-10-26
Mendel Money Management
DECREASED
Shares27,351 from 29,709
Change-2,358 (-8%)
Value$10.9M (+$735.5K)
Filed 2026-11-02
Baker Avenue Asset Management, LP
DECREASED
Shares27,200 from 29,441
Change-2,241 (-8%)
Value$10.8M (+$767.0K)
Filed 2026-11-06
Sterling Capital Management LLC
DECREASED
Shares27,029 from 28,145
Change-1,116 (-4%)
Value$10.7M (+$1.1M)
Filed 2026-10-22
PKO Investment Management Joint-Stock Co
INCREASED
Shares27,000 from 26,000
Change+1,000 (+4%)
Value$10.7M (+$1.9M)
Filed 2026-10-19
Greenwood Capital Associates LLC
DECREASED
Shares26,870 from 39,882
Change-13,012 (-33%)
Value$10.7M (-$2.9M)
Filed 2026-10-27
Ramsay, Stattman, Vela & Price, Inc.
DECREASED
Shares26,815 from 26,975
Change-160 (-1%)
Value$10.7M (+$1.5M)
Filed 2026-10-19
Anderson Hoagland & Co
DECREASED
Shares26,593 from 26,954
Change-361 (-1%)
Value$9.4M (+$246.5K)
Filed 2026-10-23
Bourgeon Capital Management LLC
DECREASED
Shares26,558 from 28,776
Change-2,218 (-8%)
Value$10.6M (+$738.6K)
Filed 2026-10-19
Legacy Wealth Management, LLC / MS
DECREASED
Shares26,473 from 30,221
Change-3,748 (-12%)
Value$10.5M (+$212.0K)
Filed 2026-10-30
Knights of Columbus Asset Advisors LLC
DECREASED
Shares26,451 from 34,012
Change-7,561 (-22%)
Value$10.5M (-$1.1M)
Filed 2026-11-05
Great Lakes Retirement, Inc.
INCREASED
Shares26,323 from 25,840
Change+483 (+2%)
Value$10.5M (+$1.6M)
Filed 2026-10-26
Sustainable Insight Capital Management, LLC
DECREASED
Shares26,300 from 28,600
Change-2,300 (-8%)
Value$10.4M (+$696.1K)
Filed 2026-11-06
Goelzer Investment Management, Inc.
DECREASED
Shares26,098 from 30,253
Change-4,155 (-14%)
Value$10.4M (+$52.1K)
Filed 2026-10-16
Penobscot Investment Management Company, Inc.
INCREASED
Shares25,960 from 24,965
Change+995 (+4%)
Value$10.3M (+$1.8M)
Filed 2026-10-26
Valicenti Advisory Services Inc
DECREASED
Shares25,815 from 27,268
Change-1,453 (-5%)
Value$10.3K (+$958)
Filed 2026-10-23
Linscomb Wealth, Inc.
DECREASED
Shares25,757 from 28,267
Change-2,510 (-9%)
Value$10.2M (+$593.9K)
Filed 2026-11-05
Regions Financial Corp
DECREASED
Shares25,672 from 26,447
Change-775 (-3%)
Value$10.2M (+$1.2M)
Filed 2026-11-05
VAN Strum & Towne Inc.
INCREASED
Shares25,526 from 24,847
Change+679 (+3%)
Value$10.1M (+$1.7M)
Filed 2026-11-06
Goodman Advisory Group, LLC
DECREASED
Shares25,254 from 31,051
Change-5,797 (-19%)
Value$10.0M (-$555.4K)
Filed 2026-11-02
Florida Trust Wealth Management Co
INCREASED
Shares25,205 from 23,576
Change+1,629 (+7%)
Value$10.0M (+$2.0M)
Filed 2026-11-05
Legacy Private Trust Co.
DECREASED
Shares25,026 from 25,784
Change-758 (-3%)
Value$9.9M (+$1.2M)
Filed 2026-10-06
Praxis Investment Management Inc
UNCHANGED
Shares24,994 from 24,994
Change0 (0%)
Value$9.9K (-$8.5M)
Filed 2026-11-03
Advisors Management Group Inc
DECREASED
Shares24,933 from 25,667
Change-734 (-3%)
Value$9.9K (-$8.7M)
Filed 2026-11-05
North Dakota State Investment Board
INCREASED
Shares24,698 from 23,786
Change+912 (+4%)
Value$9.8M (+$1.7M)
Filed 2026-10-27
Woodmont Investment Counsel LLC
DECREASED
Shares24,656 from 24,963
Change-307 (-1%)
Value$9.8M (+$1.3M)
Filed 2026-10-29
Level Four Advisory Services, LLC
DECREASED
Shares24,399 from 27,242
Change-2,843 (-10%)
Value$9.7M (+$403.9K)
Filed 2026-11-06
ROI Financial Advisors, LLC
DECREASED
Shares24,352 from 26,247
Change-1,895 (-7%)
Value$9.7M (+$724.6K)
Filed 2026-10-19
Pegasus Asset Management, Inc.
INCREASED
Shares24,261 from 24,026
Change+235 (+1%)
Value$9.6M (+$1.4M)
Filed 2026-11-03
Wormser Freres Gestion
DECREASED
Shares23,864 from 33,740
Change-9,876 (-29%)
Value$9.5M (-$2.5M)
Filed 2026-10-21
Principle Wealth Partners LLC
DECREASED
Shares23,805 from 27,047
Change-3,242 (-12%)
Value$9.5M (+$234.5K)
Filed 2026-11-02
Cypress Asset Management Inc
DECREASED
Shares23,705 from 24,218
Change-513 (-2%)
Value$9.4M (+$1.2M)
Filed 2026-10-09
Wealthcare Advisory Partners LLC
INCREASED
Shares23,672 from 15,532
Change+8,140 (+52%)
Value$9.4M (+$4.1M)
Filed 2026-10-21
Madden Securities Corp
DECREASED
Shares23,600 from 24,650
Change-1,050 (-4%)
Value$9.4M (+$970.4K)
Filed 2026-10-27
Rockline Wealth Management, LLC
INCREASED
Shares23,439 from 23,348
Change+91 (+0%)
Value$9.3M (+$1.4M)
Filed 2026-10-26
Moors & Cabot, Inc.
INCREASED
Shares23,295 from 21,805
Change+1,490 (+7%)
Value$9.3M (+$1.8M)
Filed 2026-11-06
Howard Capital Management, LLC
DECREASED
Shares23,289 from 23,342
Change-53 (0%)
Value$9.3M (+$1.3M)
Filed 2026-10-16
IPG Investment Advisors LLC
DECREASED
Shares23,274 from 25,161
Change-1,887 (-7%)
Value$9.2M (+$666.6K)
Filed 2026-10-30
InTrack Investment Management Inc
DECREASED
Shares23,220 from 27,173
Change-3,953 (-15%)
Value$9.2M (-$41.0K)
Filed 2026-10-15
Nilsine Partners, LLC
DECREASED
Shares23,098 from 23,363
Change-265 (-1%)
Value$9.2M (+$1.2M)
Filed 2026-11-02
Old National Bancorp
INCREASED
Shares22,997 from 22,754
Change+243 (+1%)
Value$9.1M (+$1.4M)
Filed 2026-10-20
Nations Financial Group Inc,
INCREASED
Shares22,949 from 20,852
Change+2,097 (+10%)
Value$9.1M (+$2.0M)
Filed 2026-11-05
Valeo Financial Advisors, LLC
DECREASED
Shares22,780 from 23,089
Change-309 (-1%)
Value$9.0M (+$1.2M)
Filed 2026-10-08
KRS Capital Management, LLC
DECREASED
Shares22,657 from 22,659
Change-2 (0%)
Value$9.0M (+$1.3M)
Filed 2026-10-16
Hourglass Capital, LLC
UNCHANGED
Shares22,625 from 22,625
Change0 (0%)
Value$9.0M (+$1.3M)
Filed 2026-10-26
Mcrae Capital Management Inc
DECREASED
Shares22,606 from 33,046
Change-10,440 (-32%)
Value$9.0M (-$2.3M)
Filed 2026-10-15
Missouri Trust & Investment Co
DECREASED
Shares22,603 from 23,973
Change-1,370 (-6%)
Value$9.0M (+$1.0M)
Filed 2026-11-04
Decker Wealth Management LLC
DECREASED
Shares22,467 from 22,833
Change-366 (-2%)
Value$8.9M (+$1.1M)
Filed 2026-10-09
Purkiss Capital Advisors LLC
INCREASED
Shares22,389 from 17,889
Change+4,500 (+25%)
Value$8.9M (+$2.8M)
Filed 2026-11-06
Rossmore Private Capital
UNCHANGED
Shares22,058 from 22,058
Change0 (0%)
Value$8.8M (+$1.2M)
Filed 2026-10-27
Global Wealth Management Investment Advisory, Inc.
DECREASED
Shares22,034 from 27,834
Change-5,800 (-21%)
Value$8.8M (-$737.4K)
Filed 2026-11-04
Harmony Asset Management LLC
UNCHANGED
Shares21,952 from 21,952
Change0 (0%)
Value$8.7M (+$1.2M)
Filed 2026-10-20
Cornerstone Advisors, LLC
NEW
Shares21,883
Change+21,883
Value$8.7M
Filed 2026-11-06
WD Rutherford LLC
DECREASED
Shares21,839 from 25,328
Change-3,489 (-14%)
Value$8.7M (+$39.5K)
Filed 2026-10-26
VestGen Advisors, LLC
DECREASED
Shares21,522 from 23,311
Change-1,789 (-8%)
Value$8.6M (+$601.4K)
Filed 2026-10-27
Nvwm, LLC
DECREASED
Shares21,458 from 21,934
Change-476 (-2%)
Value$8.5M (+$1.0M)
Filed 2026-10-14
Davidson Capital Management Inc.
DECREASED
Shares21,408 from 29,435
Change-8,027 (-27%)
Value$8.5M (-$1.5M)
Filed 2026-10-15
Castle Rock Wealth Management, LLC
DECREASED
Shares21,353 from 24,804
Change-3,451 (-14%)
Value$9.0M (+$234.3K)
Filed 2026-10-09
Ellerson Group Inc
DECREASED
Shares21,303 from 22,401
Change-1,098 (-5%)
Value$7.5M (-$178.9K)
Filed 2026-11-04
Xcel Wealth Management, LLC
DECREASED
Shares21,242 from 22,945
Change-1,703 (-7%)
Value$8.4M (+$615.0K)
Filed 2026-10-26
Iowa State Bank
DECREASED
Shares21,236 from 21,272
Change-36 (0%)
Value$8.4M (+$1.2M)
Filed 2026-10-06
Securian Asset Management, Inc
DECREASED
Shares21,165 from 21,529
Change-364 (-2%)
Value$8.4M (+$687.0K)
Filed 2026-11-06
Harbour Capital Advisors, LLC
INCREASED
Shares21,127 from 21,062
Change+65 (+0%)
Value$8.4M (+$1.5M)
Filed 2026-10-13
Snider Financial Group
DECREASED
Shares21,109 from 21,543
Change-434 (-2%)
Value$8.4M (+$1.0M)
Filed 2026-10-16
OMC Financial Services LTD
DECREASED
Shares21,091 from 23,680
Change-2,589 (-11%)
Value$8.4M (+$304.3K)
Filed 2026-10-19
Gouws Capital LLC
DECREASED
Shares21,060 from 21,085
Change-25 (0%)
Value$8.4M (+$1.2M)
Filed 2026-10-09
Liberty Capital Management, Inc.
DECREASED
Shares20,926 from 21,448
Change-522 (-2%)
Value$8.3M (+$999.9K)
Filed 2026-11-02
MFA Wealth Advisors, LLC
DECREASED
Shares20,632 from 23,601
Change-2,969 (-13%)
Value$8.2M (+$148.9K)
Filed 2026-10-07
Gerber Kawasaki Wealth & Investment Management
DECREASED
Shares20,609 from 20,715
Change-106 (-1%)
Value$8.2M (+$1.1M)
Filed 2026-10-29
Plimoth Trust Co LLC
DECREASED
Shares20,519 from 22,728
Change-2,209 (-10%)
Value$8.2M (+$401.7K)
Filed 2026-10-26
Mission Wealth Management, LP
DECREASED
Shares20,476 from 31,241
Change-10,765 (-34%)
Value$8.1M (-$2.5M)
Filed 2026-10-15
Greenup Street Wealth Management LLC
INCREASED
Shares20,396 from 20,147
Change+249 (+1%)
Value$8.1M (+$1.2M)
Filed 2026-10-28
Ascent Group, LLC
DECREASED
Shares20,247 from 21,173
Change-926 (-4%)
Value$8.0M (+$823.9K)
Filed 2026-10-30
RMR Wealth Builders
DECREASED
Shares20,155 from 23,435
Change-3,280 (-14%)
Value$8.0M (+$16.0K)
Filed 2026-10-22
Signaturefd, LLC
INCREASED
Shares20,144 from 19,011
Change+1,133 (+6%)
Value$8.0M (+$1.5M)
Filed 2026-10-23
Commons Capital, LLC
DECREASED
Shares20,061 from 21,451
Change-1,390 (-6%)
Value$8.0M (+$655.2K)
Filed 2026-11-05
Perryman Financial Advisory Inc
INCREASED
Shares19,877 from 19,459
Change+418 (+2%)
Value$7.9M (+$1.3M)
Filed 2026-10-16
Greenbush Financial Group, LLC
DECREASED
Shares19,762 from 19,976
Change-214 (-1%)
Value$7.9M (+$1.0M)
Filed 2026-10-15
EPG Wealth Management LLC
DECREASED
Shares19,723 from 20,658
Change-935 (-5%)
Value$7.8M (+$791.4K)
Filed 2026-11-03
Smithbridge Asset Management Inc
DECREASED
Shares19,714 from 20,006
Change-292 (-1%)
Value$7.8M (+$1.0M)
Filed 2026-10-19
Aljian Capital Management, LLC
DECREASED
Shares19,714 from 19,724
Change-10 (0%)
Value$7.8M (+$1.1M)
Filed 2026-10-28
Procyon Advisors, LLC
DECREASED
Shares19,539 from 35,413
Change-15,874 (-45%)
Value$7.8M (-$4.3M)
Filed 2026-10-21
Bdf-Gestion
DECREASED
Shares19,352 from 21,807
Change-2,455 (-11%)
Value$7.7M (+$6.1M)
Filed 2026-10-19
V-Square Quantitative Management LLC
INCREASED
Shares19,277 from 19,039
Change+238 (+1%)
Value$7.7M (+$1.2M)
Filed 2026-10-15
Vision Capital Management, Inc.
DECREASED
Shares19,210 from 21,239
Change-2,029 (-10%)
Value$7.6M (+$389.4K)
Filed 2026-10-20
Glenview Trust Co
INCREASED
Shares19,025 from 18,649
Change+376 (+2%)
Value$7.6M (+$1.2M)
Filed 2026-10-28
NIA Impact Advisors, LLC
DECREASED
Shares19,012 from 24,951
Change-5,939 (-24%)
Value$7.6M (-$955.3K)
Filed 2026-11-04
Sigma Planning Corp
INCREASED
Shares18,952 from 17,030
Change+1,922 (+11%)
Value$7.4M (+$1.6M)
Filed 2026-10-23
Edgemoor Investment Advisors, Inc.
DECREASED
Shares18,913 from 18,993
Change-80 (0%)
Value$7.5M (+$1.0M)
Filed 2026-11-03
Resonant Capital Advisors, LLC
DECREASED
Shares18,845 from 19,256
Change-411 (-2%)
Value$7.5M (+$920.6K)
Filed 2026-10-15
First Citizens Bank & Trust Co
INCREASED
Shares18,600 from 8,208
Change+10,392 (+127%)
Value$7.4M (+$4.6M)
Filed 2026-10-14
Community Bank, N.A.
DECREASED
Shares18,366 from 19,446
Change-1,080 (-6%)
Value$7.3M (+$665.6K)
Filed 2026-11-06
International Assets Investment Management, LLC
DECREASED
Shares18,319 from 24,858
Change-6,539 (-26%)
Value$7.3M (-$1.5M)
Filed 2026-11-02
Atlatl Advisers LLC
DECREASED
Shares18,291 from 19,438
Change-1,147 (-6%)
Value$7.3M (+$638.3K)
Filed 2026-10-22
Quadrant Capital Group LLC
INCREASED
Shares18,286 from 16,574
Change+1,712 (+10%)
Value$7.3M (+$1.6M)
Filed 2026-10-20
St. Clair Advisors, LLC
UNCHANGED
Shares18,250 from 18,250
Change0 (0%)
Value$7.3M (+$1.0M)
Filed 2026-10-13
Avestar Capital, LLC
DECREASED
Shares18,151 from 19,596
Change-1,445 (-7%)
Value$7.2M (+$528.9K)
Filed 2026-10-28
Sheets Smith Wealth Management
DECREASED
Shares18,050 from 19,881
Change-1,831 (-9%)
Value$7.2M (+$391.6K)
Filed 2026-10-16
Ritholtz Wealth Management
INCREASED
Shares17,897 from 17,473
Change+424 (+2%)
Value$7.1M (+$1.2M)
Filed 2026-11-05
BAR Harbor Wealth Management
DECREASED
Shares17,762 from 18,354
Change-592 (-3%)
Value$7.1M (+$797.9K)
Filed 2026-10-21
Westhampton Capital, LLC
DECREASED
Shares17,726 from 18,051
Change-325 (-2%)
Value$7.0M (+$887.0K)
Filed 2026-10-30
Sitrin Capital Management LLC
DECREASED
Shares17,702 from 26,811
Change-9,109 (-34%)
Value$7.0M (-$2.1M)
Filed 2026-10-19
Stenger Family Office, LLC
DECREASED
Shares17,641 from 24,551
Change-6,910 (-28%)
Value$7.0M (-$1.4M)
Filed 2026-10-22
Maia Wealth LLC
INCREASED
Shares17,572 from 16,218
Change+1,354 (+8%)
Value$7.0M (+$1.5M)
Filed 2026-10-19
Chemung Canal Trust Co
DECREASED
Shares17,469 from 18,036
Change-567 (-3%)
Value$6.9M (+$790.0K)
Filed 2026-11-04
Dynamic Advisor Solutions LLC
DECREASED
Shares17,395 from 18,998
Change-1,603 (-8%)
Value$6.9M (+$432.5K)
Filed 2026-10-13
Sycomore Asset Management
UNCHANGED
Shares17,365 from 17,365
Change0 (0%)
Value$4.5K ($0)
Filed 2026-10-26
Greenleaf Trust
DECREASED
Shares17,336 from 17,345
Change-9 (0%)
Value$6.9M (+$972.8K)
Filed 2026-10-29
Illinois Municipal Retirement Fund
INCREASED
Shares17,307 from 14,409
Change+2,898 (+20%)
Value$6.9M (+$2.0M)
Filed 2026-11-05
Icici Prudential Asset Management Co Ltd
DECREASED
Shares17,170 from 23,883
Change-6,713 (-28%)
Value$6.8M (-$1.3M)
Filed 2026-11-06
Nippon Life Global Investors Americas, Inc.
INCREASED
Shares17,060 from 4,670
Change+12,390 (+265%)
Value$6.8M (+$5.2M)
Filed 2026-10-29
Compound Planning, Inc.
INCREASED
Shares17,047 from 16,091
Change+956 (+6%)
Value$6.8M (+$1.3M)
Filed 2026-11-05
BG Investment Services, LLC
NEW
Shares16,989
Change+16,989
Value$6.7M
Filed 2026-10-23
Plato Investment Management Ltd
INCREASED
Shares16,956 from 15,417
Change+1,539 (+10%)
Value$6.8M (+$1.5M)
Filed 2026-11-05
Clean Yield Group
INCREASED
Shares16,947 from 16,761
Change+186 (+1%)
Value$6.7M (+$1.0M)
Filed 2026-10-28
Segment Wealth Management, LLC
INCREASED
Shares16,711 from 16,069
Change+642 (+4%)
Value$6.6M (+$1.2M)
Filed 2026-10-26
Avior Wealth Management, LLC
DECREASED
Shares16,654 from 16,988
Change-334 (-2%)
Value$6.6M (+$823.5K)
Filed 2026-10-13
Salem Investment Counselors Inc
INCREASED
Shares16,637 from 16,073
Change+564 (+4%)
Value$6.6M (+$1.1M)
Filed 2026-10-13
Neville Rodie & Shaw Inc
INCREASED
Shares16,615 from 16,505
Change+110 (+1%)
Value$6.6K (+$974)
Filed 2026-10-05
Parsons Capital Management Inc
INCREASED
Shares16,515 from 16,323
Change+192 (+1%)
Value$6.6M (+$995.1K)
Filed 2026-10-28
Intesa Sanpaolo Wealth Management
INCREASED
Shares16,479 from 16,094
Change+385 (+2%)
Value$6.5M (+$1.1M)
Filed 2026-10-28
Rockland Trust Co
DECREASED
Shares16,396 from 16,759
Change-363 (-2%)
Value$6.5M (+$799.1K)
Filed 2026-10-05
Diversified Trust Co
INCREASED
Shares16,363 from 16,247
Change+116 (+1%)
Value$6.5M (+$960.6K)
Filed 2026-11-06
Tema Etfs LLC
INCREASED
Shares16,277 from 13,985
Change+2,292 (+16%)
Value$6.5M (+$1.7M)
Filed 2026-10-16
Perigon Wealth Management, LLC
DECREASED
Shares16,247 from 20,065
Change-3,818 (-19%)
Value$6.5M (-$387.5K)
Filed 2026-10-22
Highland Capital Management, LLC
NEW
Shares16,167
Change+16,167
Value$6.4M
Filed 2026-10-26
HUB Investment Partners, LLC
DECREASED
Shares16,138 from 55,398
Change-39,260 (-71%)
Value$6.4M (-$12.5M)
Filed 2026-11-03
Masterinvest Kapitalanlage GmbH
DECREASED
Shares16,037 from 21,815
Change-5,778 (-26%)
Value$6.4M (-$1.1M)
Filed 2026-11-03
Jones Kertz & Associates, Inc.
DECREASED
Shares15,817 from 16,155
Change-338 (-2%)
Value$6.3M (+$775.1K)
Filed 2026-10-28
Granite Islands Private Wealth, LLC
DECREASED
Shares15,751 from 15,797
Change-46 (0%)
Value$6.2M (+$873.0K)
Filed 2026-10-16
Certified Advisory Corp
DECREASED
Shares15,694 from 15,767
Change-73 (0%)
Value$6.2M (+$858.5K)
Filed 2026-10-29
Wilmington Savings Fund Society, FSB
DECREASED
Shares15,662 from 16,303
Change-641 (-4%)
Value$6.2M (+$663.0K)
Filed 2026-10-23
Mccarter Private Wealth Services LLC
DECREASED
Shares15,602 from 15,901
Change-299 (-2%)
Value$6.2M (+$776.3K)
Filed 2026-10-22
Lighthouse Financial Services Inc
DECREASED
Shares15,571 from 18,032
Change-2,461 (-14%)
Value$6.2M (-$161.5K)
Filed 2026-11-02
Nicollet Investment Management, Inc.
DECREASED
Shares15,537 from 15,795
Change-258 (-2%)
Value$6.2K (-$5.4M)
Filed 2026-10-14
Verde Capital Management
DECREASED
Shares15,462 from 18,738
Change-3,276 (-17%)
Value$6.1M (-$246.8K)
Filed 2026-10-28
Zions Bancorporation, National Association
INCREASED
Shares15,399 from 12,762
Change+2,637 (+21%)
Value$6.1M (+$1.8M)
Filed 2026-11-06
City Holding Co
DECREASED
Shares15,338 from 15,915
Change-577 (-4%)
Value$6.1M (+$666.6K)
Filed 2026-10-19
Avidian Wealth Enterprises, LLC
DECREASED
Shares15,300 from 15,354
Change-54 (0%)
Value$6.1M (+$842.8K)
Filed 2026-10-08
Caldwell Trust Co
DECREASED
Shares15,212 from 15,297
Change-85 (-1%)
Value$6.0M (+$827.3K)
Filed 2026-10-30
365 WMG Private Fund I: Primus Fund LLC
NEW
Shares15,193
Change+15,193
Value$6.0M
Filed 2026-10-20
Axecap Investments, LLC
DECREASED
Shares15,193 from 20,527
Change-5,334 (-26%)
Value$6.0M (-$963.8K)
Filed 2026-10-20
WIN Advisors, Inc
INCREASED
Shares15,145 from 7,927
Change+7,218 (+91%)
Value$6.0M (+$3.3M)
Filed 2026-11-06
Juno Financial Group LLC
DECREASED
Shares15,095 from 16,060
Change-965 (-6%)
Value$6.0M (+$520.6K)
Filed 2026-10-27
Brick & Kyle, Associates
DECREASED
Shares15,080 from 24,963
Change-9,883 (-40%)
Value$6.0M (+$2.0M)
Filed 2026-11-05
Dilation Capital Management LP
NEW
Shares14,990
Change+14,990
Value$6.0M
Filed 2026-10-13
Oxler Private Wealth LLC
UNCHANGED
Shares14,940 from 14,940
Change0 (0%)
Value$5.9M (+$841.0K)
Filed 2026-10-21
Clearstead Trust, LLC
INCREASED
Shares14,922 from 14,601
Change+321 (+2%)
Value$5.9M (+$949.4K)
Filed 2026-11-06
Cornerstone Wealth Group, LLC
INCREASED
Shares14,893 from 14,577
Change+316 (+2%)
Value$5.9M (+$945.9K)
Filed 2026-11-02
Arthur M. Cohen & Associates, LLC
DECREASED
Shares14,850 from 15,343
Change-493 (-3%)
Value$5.9M (+$667.8K)
Filed 2026-10-26
Chicago Capital, LLC
INCREASED
Shares14,828 from 12,787
Change+2,041 (+16%)
Value$5.9M (+$1.5M)
Filed 2026-10-13
Trust Investment Advisors
INCREASED
Shares14,819 from 14,414
Change+405 (+3%)
Value$5.9M (+$972.3K)
Filed 2026-10-20
VMS Asset Management Limited
DECREASED
Shares14,630 from 24,050
Change-9,420 (-39%)
Value$5.8M (-$2.4M)
Filed 2026-10-15
LEE Danner & Bass Inc
DECREASED
Shares14,527 from 15,308
Change-781 (-5%)
Value$5.8M (+$551.4K)
Filed 2026-10-27
Grange Capital, LLC
DECREASED
Shares14,499 from 16,619
Change-2,120 (-13%)
Value$5.8M (+$93.2K)
Filed 2026-10-20
Krilogy Financial LLC
DECREASED
Shares14,368 from 16,471
Change-2,103 (-13%)
Value$5.8M (+$185.3K)
Filed 2026-10-13
Sowell Financial Services LLC
DECREASED
Shares14,358 from 16,080
Change-1,722 (-11%)
Value$5.7M (+$221.0K)
Filed 2026-10-23
Western Financial Corp
INCREASED
Shares14,349 from 648
Change+13,701 (+2114%)
Value$5.7M (+$5.5M)
Filed 2026-10-14
Central Trust Co
INCREASED
Shares14,330 from 14,264
Change+66 (+0%)
Value$5.7M (+$829.1K)
Filed 2026-11-05
Kornitzer Capital Management Inc
DECREASED
Shares14,133 from 15,212
Change-1,079 (-7%)
Value$5.6M (+$427.6K)
Filed 2026-11-03
True Freedom Investing, LLC
DECREASED
Shares14,131 from 21,607
Change-7,476 (-35%)
Value$5.6M (+$2.2M)
Filed 2026-10-29
Hartline Investment Corp/
DECREASED
Shares14,074 from 14,126
Change-52 (0%)
Value$5.6M (+$774.5K)
Filed 2026-10-29
Financiere des Professionnels - Fonds d'investissement inc.
NEW
Shares14,019
Change+14,019
Value$5.6M
Filed 2026-11-03
Petredis Investment Advisors LLC
INCREASED
Shares13,999 from 13,923
Change+76 (+1%)
Value$5.6M (+$813.9K)
Filed 2026-10-20
PFC Capital Group, Inc.
INCREASED
Shares13,780 from 13,725
Change+55 (+0%)
Value$5.5M (+$794.9K)
Filed 2026-11-06
Newman Dignan & Sheerar, Inc.
DECREASED
Shares13,741 from 13,826
Change-85 (-1%)
Value$5.5M (+$744.5K)
Filed 2026-10-21
Donoghue Forlines LLC
DECREASED
Shares13,619 from 14,317
Change-698 (-5%)
Value$5.4M (+$528.6K)
Filed 2026-11-02
Institute for Wealth Management, Llc.
UNCHANGED
Shares13,577 from 13,577
Change0 (0%)
Value$5.4M (+$764.4K)
Filed 2026-11-06
Arrow Financial Corp
DECREASED
Shares13,464 from 16,042
Change-2,578 (-16%)
Value$5.3M (-$121.3K)
Filed 2026-10-26
Natural Investments, LLC
DECREASED
Shares13,407 from 15,212
Change-1,805 (-12%)
Value$5.3M (+$139.7K)
Filed 2026-11-06
KMG Fiduciary Partners, LLC
DECREASED
Shares13,348 from 17,687
Change-4,339 (-25%)
Value$5.3M (-$728.5K)
Filed 2026-10-14
Pinkerton Wealth, LLC
DECREASED
Shares13,334 from 21,633
Change-8,299 (-38%)
Value$5.3M (+$1.8M)
Filed 2026-10-29
Gryphon Financial Partners LLC
INCREASED
Shares13,333 from 13,143
Change+190 (+1%)
Value$5.3M (+$815.3K)
Filed 2026-11-04
Trek Financial, LLC
INCREASED
Shares13,238 from 659
Change+12,579 (+1909%)
Value$5.3M (+$5.0M)
Filed 2026-10-29
Fairfield Financial Advisors, LTD
DECREASED
Shares13,228 from 14,951
Change-1,723 (-12%)
Value$5.3M (+$157.0K)
Filed 2026-10-14
Viking Fund Management LLC
UNCHANGED
Shares13,203 from 13,203
Change0 (0%)
Value$5.2M (+$743.2K)
Filed 2026-10-14
Pacific Sage Partners, LLC
DECREASED
Shares13,197 from 13,199
Change-2 (0%)
Value$5.2M (+$742.2K)
Filed 2026-10-21
Money Concepts Capital Corp
DECREASED
Shares13,131 from 14,830
Change-1,699 (-11%)
Value$5.2M (+$159.8K)
Filed 2026-11-06
Eagle Rock Investment Company, LLC
INCREASED
Shares13,091 from 12,091
Change+1,000 (+8%)
Value$5.2M (+$1.1M)
Filed 2026-10-21
Steinberganna Wealth Management
INCREASED
Shares13,037 from 12,906
Change+131 (+1%)
Value$5.2M (+$778.5K)
Filed 2026-10-23
Azzad Asset Management Inc
DECREASED
Shares13,006 from 17,056
Change-4,050 (-24%)
Value$5.2M (-$649.1K)
Filed 2026-11-04
Marathon Wealth Advisors LLC
DECREASED
Shares12,928 from 13,115
Change-187 (-1%)
Value$5.1M (+$663.9K)
Filed 2026-11-04
True Private Wealth Advisors
INCREASED
Shares12,915 from 6,586
Change+6,329 (+96%)
Value$5.1M (+$2.9M)
Filed 2026-10-19
Integral Investment Advisors, Inc.
DECREASED
Shares12,822 from 14,759
Change-1,937 (-13%)
Value$5.1M (+$61.2K)
Filed 2026-11-03
Ashton Thomas Securities, LLC
INCREASED
Shares12,789 from 11,442
Change+1,347 (+12%)
Value$5.1M (+$1.2M)
Filed 2026-10-26
Kenora Financial, LLC
INCREASED
Shares12,762 from 12,048
Change+714 (+6%)
Value$5.1M (+$961.9K)
Filed 2026-10-20
Analyst IMS Investment Management Services Ltd.
DECREASED
Shares12,670 from 15,460
Change-2,790 (-18%)
Value$5.0K (-$5.3M)
Filed 2026-11-05
Fulcrum Asset Management LLP
INCREASED
Shares12,652 from 6,133
Change+6,519 (+106%)
Value$4.9M (+$2.9M)
Filed 2026-11-04
Ibex Wealth Advisors
INCREASED
Shares12,569 from 1,152
Change+11,417 (+991%)
Value$5.0M (+$4.6M)
Filed 2026-11-06
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED
Shares12,564 from 14,167
Change-1,603 (-11%)
Value$5.0M (+$160.6K)
Filed 2026-10-27
Sky Investment Group LLC
DECREASED
Shares12,526 from 12,646
Change-120 (-1%)
Value$5.0M (+$664.2K)
Filed 2026-10-30
Brown, Lisle Ings, Inc.
DECREASED
Shares12,397 from 12,507
Change-110 (-1%)
Value$4.9M (+$660.3K)
Filed 2026-10-16
Cornell Pochily Investment Advisors, Inc.
DECREASED
Shares12,383 from 12,626
Change-243 (-2%)
Value$4.9M (+$614.2K)
Filed 2026-10-19
SP Asset Management LLC
DECREASED
Shares12,328 from 13,031
Change-703 (-5%)
Value$4.9M (+$454.4K)
Filed 2026-11-05
Turn8 Private Wealth Inc.
DECREASED
Shares12,241 from 14,608
Change-2,367 (-16%)
Value$4.9M (-$52.9K)
Filed 2026-11-05
Herbst Group, LLC
DECREASED
Shares12,239 from 14,614
Change-2,375 (-16%)
Value$4.9M (-$121.0K)
Filed 2026-10-20
Westwood Wealth Management
DECREASED
Shares12,200 from 14,000
Change-1,800 (-13%)
Value$4.8M (+$72.9K)
Filed 2026-10-29
Columbia Bank
DECREASED
Shares12,179 from 12,429
Change-250 (-2%)
Value$4.8M (+$600.3K)
Filed 2026-10-29
Quantum Private Wealth, LLC
INCREASED
Shares12,171 from 12,103
Change+68 (+1%)
Value$4.8M (+$708.3K)
Filed 2026-10-20
Alps Advisors Inc
DECREASED
Shares12,167 from 12,963
Change-796 (-6%)
Value$4.8M (+$413.4K)
Filed 2026-11-03
United Bank
DECREASED
Shares12,165 from 12,396
Change-231 (-2%)
Value$4.8M (+$606.0K)
Filed 2026-11-06
Donor Advised Charitable Giving, Inc.
DECREASED
Shares12,154 from 15,232
Change-3,078 (-20%)
Value$4.8M (-$365.5K)
Filed 2026-10-28
Paragon Advisors, LLC
INCREASED
Shares12,135 from 10,762
Change+1,373 (+13%)
Value$4.8M (+$1.2M)
Filed 2026-11-03
Portfolio Design Labs, LLC
DECREASED
Shares12,057 from 12,693
Change-636 (-5%)
Value$4.8M (+$461.8K)
Filed 2026-11-04
Jeppson Wealth Management, LLC
DECREASED
Shares12,051 from 12,148
Change-97 (-1%)
Value$4.8M (+$645.3K)
Filed 2026-10-20
Robocap Asset Management Ltd
DECREASED
Shares11,966 from 15,434
Change-3,468 (-22%)
Value$4.8M (-$508.9K)
Filed 2026-11-02
Investment Research & Advisory Group, Inc.
DECREASED
Shares11,961 from 12,081
Change-120 (-1%)
Value$4.8M (+$633.1K)
Filed 2026-10-19
Nemes Rush Group LLC
DECREASED
Shares11,912 from 11,937
Change-25 (0%)
Value$4.7M (+$662.0K)
Filed 2026-11-04
Laurion Capital Management LP
INCREASED
Shares11,867 from 7,132
Change+4,735 (+66%)
Value$4.7M (+$2.3M)
Filed 2026-10-30
PW Nova Financial Services LLC
DECREASED
Shares11,834 from 12,258
Change-424 (-3%)
Value$4.7M (+$521.5K)
Filed 2026-10-15
David J Yvars Group
DECREASED
Shares11,775 from 12,100
Change-325 (-3%)
Value$4.7M (+$552.0K)
Filed 2026-10-09
Focus Financial Network, Inc.
INCREASED
Shares11,724 from 8,266
Change+3,458 (+42%)
Value$4.7M (+$1.8M)
Filed 2026-10-14
Generali Investments Towarzystwo Funduszy Inwestycyjnych
DECREASED
Shares11,600 from 15,500
Change-3,900 (-25%)
Value$4.6M (-$677.0K)
Filed 2026-11-06
Whitener Capital Management, Inc.
DECREASED
Shares11,557 from 12,312
Change-755 (-6%)
Value$4.6M (+$393.1K)
Filed 2026-10-15
Private Wealth Partners, LLC
INCREASED
Shares11,547 from 11,502
Change+45 (+0%)
Value$4.6M (+$665.3K)
Filed 2026-10-22
Lake Street Private Wealth, LLC
DECREASED
Shares11,489 from 11,790
Change-301 (-3%)
Value$4.6M (+$544.1K)
Filed 2026-10-22
RHL Group, LLC
DECREASED
Shares11,392 from 13,080
Change-1,688 (-13%)
Value$4.5M (+$65.8K)
Filed 2026-11-04
Globalt Investments LLC / GA
DECREASED
Shares11,227 from 11,433
Change-206 (-2%)
Value$4.5M (+$561.7K)
Filed 2026-10-27
GSG Advisors LLC
INCREASED
Shares11,186 from 11,133
Change+53 (+0%)
Value$4.4M (+$647.7K)
Filed 2026-11-03
Leelyn Smith, LLC
DECREASED
Shares11,183 from 11,419
Change-236 (-2%)
Value$4.4M (+$549.0K)
Filed 2026-11-03
Frank, Rimerman Advisors LLC
INCREASED
Shares11,163 from 11,124
Change+39 (+0%)
Value$4.4M (+$641.3K)
Filed 2026-10-16
Wedmont Private Capital
INCREASED
Shares11,130 from 9,833
Change+1,297 (+13%)
Value$4.4M (+$1.2M)
Filed 2026-10-09
Wolverine Asset Management LLC
INCREASED
Shares11,129 from 10,029
Change+1,100 (+11%)
Value$4.4M (+$1.0M)
Filed 2026-11-02
Tred Avon Family Wealth, LLC
DECREASED
Shares11,050 from 12,518
Change-1,468 (-12%)
Value$4.4M (+$121.4K)
Filed 2026-10-20
Jefferson Bridge Capital, LLC
UNCHANGED
Shares10,965 from 10,965
Change0 (0%)
Value$4.4M (+$617.2K)
Filed 2026-11-06
Capital Investment Advisors, LLC
INCREASED
Shares10,928 from 10,885
Change+43 (+0%)
Value$4.3M (+$629.6K)
Filed 2026-10-22
S.A. Mason LLC
DECREASED
Shares10,890 from 11,164
Change-274 (-2%)
Value$4.3M (+$519.6K)
Filed 2026-10-13
Sun Group Wealth Partners
INCREASED
Shares10,768 from 10,482
Change+286 (+3%)
Value$4.3M (+$703.7K)
Filed 2026-10-26
Ascentis Independent Advisors
NEW
Shares10,746
Change+10,746
Value$4.3M
Filed 2026-11-03
Lebenthal Global Advisors, LLC
INCREASED
Shares10,667 from 10,392
Change+275 (+3%)
Value$4.2M (+$694.2K)
Filed 2026-10-28
Anchyra Partners LLC
INCREASED
Shares10,659 from 10,626
Change+33 (+0%)
Value$4.2M (+$611.2K)
Filed 2026-10-13
Hardy Reed LLC
INCREASED
Shares10,591 from 10,539
Change+52 (+0%)
Value$4.2M (+$613.9K)
Filed 2026-11-06
Legacy Wealth Asset Management, LLC
DECREASED
Shares10,513 from 11,312
Change-799 (-7%)
Value$4.2M (+$319.3K)
Filed 2026-10-09
Gateway Investment Advisers LLC
INCREASED
Shares10,477 from 7,090
Change+3,387 (+48%)
Value$4.2M (+$1.7M)
Filed 2026-10-13
CWA Asset Management Group, LLC
INCREASED
Shares10,325 from 9,445
Change+880 (+9%)
Value$4.1M (+$881.4K)
Filed 2026-10-19
Patton Fund Management, Inc.
DECREASED
Shares10,277 from 16,697
Change-6,420 (-38%)
Value$4.1M (-$1.6M)
Filed 2026-10-13
Mirabaud & Cie SA
DECREASED
Shares10,243 from 10,443
Change-200 (-2%)
Value$4.1M (+$508.4K)
Filed 2026-10-27
BIP Wealth, LLC
DECREASED
Shares10,229 from 10,240
Change-11 (0%)
Value$4.1M (+$572.0K)
Filed 2026-10-22
SAX Wealth Advisors, LLC
INCREASED
Shares10,204 from 8,543
Change+1,661 (+19%)
Value$4.1M (+$2.7M)
Filed 2026-10-13
Wealth Management Partners, LLC
INCREASED
Shares10,193 from 10,061
Change+132 (+1%)
Value$4.0M (+$618.8K)
Filed 2026-10-21
Boomfish Wealth Group, LLC
DECREASED
Shares10,181 from 10,384
Change-203 (-2%)
Value$4.0M (+$503.9K)
Filed 2026-10-22
Koshinski Asset Management, Inc.
DECREASED
Shares10,142 from 10,331
Change-189 (-2%)
Value$4.0M (+$506.6K)
Filed 2026-10-29
Compass Financial Management LLC
INCREASED
Shares10,093 from 8,995
Change+1,098 (+12%)
Value$4.0M (+$745.0K)
Filed 2026-10-30
Kingswood Wealth Advisors, LLC
INCREASED
Shares10,086 from 9,224
Change+862 (+9%)
Value$4.0M (+$861.7K)
Filed 2026-10-23
Mandatum Life Insurance Co Ltd
UNCHANGED
Shares10,033 from 10,033
Change0 (0%)
Value$4.0M (+$564.8K)
Filed 2026-11-06
Covenant Asset Management, LLC
INCREASED
Shares10,005 from 9,987
Change+18 (+0%)
Value$4.0M (+$569.3K)
Filed 2026-10-14
Wellington Shields Capital Management, LLC
DECREASED
Shares10,000 from 47,036
Change-37,036 (-79%)
Value$4.0M (-$12.1M)
Filed 2026-11-03
Wellington Shields & Co., LLC
DECREASED
Shares10,000 from 14,923
Change-4,923 (-33%)
Value$4.0M (-$1.1M)
Filed 2026-11-03
Capital Management Associates
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$4.0M (+$562.9K)
Filed 2026-11-03
Maxi Investments CY Ltd
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$4.0K (-$3.4M)
Filed 2026-10-26
Sagespring Wealth Partners, LLC
INCREASED
Shares9,931 from 8,525
Change+1,406 (+16%)
Value$3.9M (+$1.0M)
Filed 2026-10-22
Sterling Investment Counsel, LLC
DECREASED
Shares9,914 from 13,083
Change-3,169 (-24%)
Value$3.9M (-$522.6K)
Filed 2026-10-19
GAM Holding AG
DECREASED
Shares9,875 from 15,851
Change-5,976 (-38%)
Value$3.9M (-$1.5M)
Filed 2026-11-03
Aaron Wealth Advisors LLC
INCREASED
Shares9,849 from 7,166
Change+2,683 (+37%)
Value$3.9M (+$1.5M)
Filed 2026-10-13
Provenance Wealth Advisors, LLC
INCREASED
Shares9,829 from 729
Change+9,100 (+1248%)
Value$3.9M (+$3.7M)
Filed 2026-10-30
WealthPlan Investment Management, LLC
INCREASED
Shares9,803 from 9,315
Change+488 (+5%)
Value$3.9M (+$718.2K)
Filed 2026-10-15
Family Legacy Financial Solutions, LLC
DECREASED
Shares9,766 from 10,430
Change-664 (-6%)
Value$3.9M (+$309.3K)
Filed 2026-10-07
KPP Advisory Services LLC
DECREASED
Shares9,739 from 10,287
Change-548 (-5%)
Value$3.9M (+$361.3K)
Filed 2026-10-26
Texas Bank & Trust Co
DECREASED
Shares9,735 from 9,763
Change-28 (0%)
Value$3.9M (+$538.4K)
Filed 2026-11-04
GFG Capital, LLC
DECREASED
Shares9,714 from 16,434
Change-6,720 (-41%)
Value$3.9M (-$1.7M)
Filed 2026-10-16
Werlinich Asset Management, LLC
UNCHANGED
Shares9,619 from 9,619
Change0 (0%)
Value$3.8M (+$541.5K)
Filed 2026-10-09
Roman Butler Fullerton & Co
INCREASED
Shares9,569 from 8,227
Change+1,342 (+16%)
Value$3.3M (+$602.6K)
Filed 2026-10-27
Norden Group LLC
INCREASED
Shares9,529 from 9,242
Change+287 (+3%)
Value$3.8M (+$634.3K)
Filed 2026-10-20
Bison Wealth, LLC
INCREASED
Shares9,526 from 9,295
Change+231 (+2%)
Value$3.8M (+$523.8K)
Filed 2026-10-13
Traynor Capital Management, Inc.
DECREASED
Shares9,389 from 9,439
Change-50 (-1%)
Value$3.7M (+$511.6K)
Filed 2026-10-29
Legacy Bridge, LLC
DECREASED
Shares9,386 from 11,236
Change-1,850 (-16%)
Value$3.7M (-$102.5K)
Filed 2026-10-28
Garner Asset Management Corp
DECREASED
Shares9,333 from 9,540
Change-207 (-2%)
Value$3.6M (+$390.8K)
Filed 2026-10-30
Cooper Financial Group
INCREASED
Shares9,330 from 7,035
Change+2,295 (+33%)
Value$3.7M (+$1.3M)
Filed 2026-10-07
Insight Advisors, LLC/ PA
DECREASED
Shares9,312 from 9,440
Change-128 (-1%)
Value$3.7M (+$480.5K)
Filed 2026-10-22
Quadcap Wealth Management, LLC
DECREASED
Shares9,305 from 9,839
Change-534 (-5%)
Value$3.7M (+$341.7K)
Filed 2026-11-02
Independence Bank of Kentucky
DECREASED
Shares9,244 from 12,275
Change-3,031 (-25%)
Value$3.7M (-$513.3K)
Filed 2026-10-26
Argentarii, LLC
INCREASED
Shares9,215 from 9,170
Change+45 (+0%)
Value$3.7M (+$141.8K)
Filed 2026-10-28
Claro Advisors Inc.
DECREASED
Shares9,181 from 9,413
Change-232 (-2%)
Value$3.6M (+$437.6K)
Filed 2026-11-02
Sugar Maple Asset Management, LLC
INCREASED
Shares9,110 from 8,558
Change+552 (+6%)
Value$3.6M (+$701.0K)
Filed 2026-10-13
Moneco Advisors, LLC
DECREASED
Shares9,094 from 9,407
Change-313 (-3%)
Value$3.6M (+$405.3K)
Filed 2026-11-05
Capital Advisors Wealth Management, LLC
DECREASED
Shares9,075 from 9,108
Change-33 (0%)
Value$3.6M (+$499.6K)
Filed 2026-10-09
Mesirow Financial Investment Management, Inc.
INCREASED
Shares9,063 from 8,909
Change+154 (+2%)
Value$3.6M (+$562.7K)
Filed 2026-11-05
AXS Investments LLC
DECREASED
Shares9,060 from 10,979
Change-1,919 (-17%)
Value$3.6M (-$144.4K)
Filed 2026-11-04
Triglav Investments, D.O.O.
INCREASED
Shares9,012 from 9,000
Change+12 (+0%)
Value$3.6M (+$511.4K)
Filed 2026-11-06
Nfsg Corp
INCREASED
Shares8,999 from 8,984
Change+15 (+0%)
Value$3.6M (+$511.7K)
Filed 2026-10-15
Three Bridge Wealth Advisors, LLC
UNCHANGED
Shares8,942 from 8,942
Change0 (0%)
Value$3.6M (+$503.3K)
Filed 2026-11-05
Great Lakes Advisors, LLC
DECREASED
Shares8,911 from 16,063
Change-7,152 (-45%)
Value$3.5M (-$1.9M)
Filed 2026-11-06
First County Bank
DECREASED
Shares8,893 from 9,937
Change-1,044 (-11%)
Value$3.5M (+$144.6K)
Filed 2026-10-13
Bangor Savings Bank
DECREASED
Shares8,853 from 8,938
Change-85 (-1%)
Value$3.5M (+$469.3K)
Filed 2026-10-06
Tritonpoint Wealth, LLC
DECREASED
Shares8,775 from 9,388
Change-613 (-7%)
Value$3.5M (+$284.9K)
Filed 2026-10-19
Golden State Wealth Management, LLC
INCREASED
Shares8,754 from 8,663
Change+91 (+1%)
Value$3.5M (+$523.8K)
Filed 2026-11-02
Everhart Financial Group, Inc.
INCREASED
Shares8,739 from 8,553
Change+186 (+2%)
Value$3.5M (+$555.3K)
Filed 2026-10-08
Private Trust Co NA
INCREASED
Shares8,736 from 7,829
Change+907 (+12%)
Value$3.5M (+$801.1K)
Filed 2026-10-20
Myriad Asset Management Advisors LLC
INCREASED
Shares8,693 from 6,222
Change+2,471 (+40%)
Value$3.5M (+$1.3M)
Filed 2026-11-03
Trust Asset Management LLC
UNCHANGED
Shares8,639 from 8,639
Change0 (0%)
Value$3.4M (+$486.3K)
Filed 2026-11-03
DE Burlo Group Inc
DECREASED
Shares8,635 from 8,780
Change-145 (-2%)
Value$3.4M (+$436.6K)
Filed 2026-11-05
Polaris Financial Partners
NEW
Shares8,627
Change+8,627
Value$3.5K
Filed 2026-10-02
Titleist Asset Management, LLC
DECREASED
Shares8,621 from 8,828
Change-207 (-2%)
Value$3.4M (+$414.3K)
Filed 2026-10-08
Kintegral Advisory, LLC
INCREASED
Shares8,561 from 8,513
Change+48 (+1%)
Value$3.4M (+$498.3K)
Filed 2026-10-16
CRA Financial Services, LLC
INCREASED
Shares8,541 from 8,491
Change+50 (+1%)
Value$3.4M (+$497.8K)
Filed 2026-10-16
Essex Bank
DECREASED
Shares8,524 from 8,525
Change-1 (0%)
Value$3.4M (+$479.5K)
Filed 2026-10-16
Worth Financial Advisory Group, LLC
DECREASED
Shares8,500 from 8,683
Change-183 (-2%)
Value$3.4M (+$416.1K)
Filed 2026-10-19
Ashurst Perkins Coie Trust Co
DECREASED
Shares8,465 from 9,060
Change-595 (-7%)
Value$3.4M (+$273.6K)
Filed 2026-10-15
Global Financial Private Client, LLC
INCREASED
Shares8,456 from 8,341
Change+115 (+1%)
Value$3.4M (+$515.2K)
Filed 2026-10-15
Chapman Financial Group, LLC
DECREASED
Shares8,446 from 9,160
Change-714 (-8%)
Value$3.4M (+$231.9K)
Filed 2026-10-26
Vann Equity Management LLC
DECREASED
Shares8,432 from 8,496
Change-64 (-1%)
Value$3.4M (+$453.0K)
Filed 2026-10-08
GS Investments, Inc.
DECREASED
Shares8,416 from 9,609
Change-1,193 (-12%)
Value$3.3M (+$66.9K)
Filed 2026-11-05
Baxter Bros Inc
DECREASED
Shares8,370 from 10,315
Change-1,945 (-19%)
Value$3.3M (-$192.1K)
Filed 2026-11-04
Sawyer & Company, Inc
INCREASED
Shares8,321 from 3,536
Change+4,785 (+135%)
Value$3.3M (+$2.1M)
Filed 2026-10-21
Inscription Capital, LLC
DECREASED
Shares8,290 from 12,536
Change-4,246 (-34%)
Value$3.3M (-$981.3K)
Filed 2026-11-02
Juncture Wealth Strategies, LLC
DECREASED
Shares8,259 from 8,455
Change-196 (-2%)
Value$3.3M (+$398.1K)
Filed 2026-10-06
Cornerstone Planning, LLC
DECREASED
Shares8,240 from 8,242
Change-2 (0%)
Value$3.0M (+$141.1K)
Filed 2026-10-27
Arvest Investments, Inc.
DECREASED
Shares8,208 from 11,206
Change-2,998 (-27%)
Value$3.3M (-$560.4K)
Filed 2026-10-21
Argonautica Private Wealth Management, Inc
INCREASED
Shares8,197 from 7,925
Change+272 (+3%)
Value$3.3M (+$554.2K)
Filed 2026-11-02
Stanley-Laman Group, Ltd.
DECREASED
Shares8,184 from 8,405
Change-221 (-3%)
Value$3.3M (+$385.3K)
Filed 2026-10-20
Symphony Financial, Ltd. Co.
DECREASED
Shares8,130 from 9,084
Change-954 (-10%)
Value$3.2M (+$201.9K)
Filed 2026-10-22
Larson Financial Group LLC
INCREASED
Shares8,112 from 7,266
Change+846 (+12%)
Value$3.2M (+$745.1K)
Filed 2026-11-05
TBH Global Asset Management, LLC
INCREASED
Shares8,082 from 7,613
Change+469 (+6%)
Value$3.2M (+$614.9K)
Filed 2026-11-03
Parr Mcknight Wealth Management Group, LLC
DECREASED
Shares8,063 from 10,585
Change-2,522 (-24%)
Value$3.2M (-$406.2K)
Filed 2026-10-30
Arjuna Capital
INCREASED
Shares8,028 from 7,961
Change+67 (+1%)
Value$3.2M (+$474.7K)
Filed 2026-11-03
Mechanics Bank Trust Department
DECREASED
Shares8,019 from 8,733
Change-714 (-8%)
Value$3.2M (+$207.9K)
Filed 2026-10-13
Regatta Capital Group, LLC
DECREASED
Shares7,981 from 8,024
Change-43 (-1%)
Value$3.2M (+$434.4K)
Filed 2026-10-23
Wright Investors Service Inc
DECREASED
Shares7,970 from 7,973
Change-3 (0%)
Value$3.2M (+$447.6K)
Filed 2026-11-02
Bluesphere Advisors LLC
DECREASED
Shares7,956 from 8,156
Change-200 (-2%)
Value$3.2M (+$379.6K)
Filed 2026-10-19
Mather Group, Llc.
INCREASED
Shares7,931 from 7,541
Change+390 (+5%)
Value$3.2M (+$579.7K)
Filed 2026-10-14
Parrish Capital LLC
DECREASED
Shares7,903 from 8,619
Change-716 (-8%)
Value$3.1M (+$200.7K)
Filed 2026-10-01
Burr Financial Services, LLC
INCREASED
Shares7,854 from 7,754
Change+100 (+1%)
Value$3.1M (+$476.2K)
Filed 2026-10-08
Turtle Creek Wealth Advisors, LLC
INCREASED
Shares7,851 from 7,221
Change+630 (+9%)
Value$3.1M (+$658.3K)
Filed 2026-10-15
NTV Asset Management LLC
DECREASED
Shares7,841 from 9,829
Change-1,988 (-20%)
Value$3.1M (-$236.6K)
Filed 2026-10-23
Axxion S.A.
DECREASED
Shares7,839 from 12,245
Change-4,406 (-36%)
Value$3.1M (-$1.1M)
Filed 2026-10-22
Tower Trust & Investment Co
DECREASED
Shares7,822 from 7,894
Change-72 (-1%)
Value$3.1M (+$415.7K)
Filed 2026-10-28
Richards, Merrill & Peterson, Inc.
INCREASED
Shares7,806 from 7,626
Change+180 (+2%)
Value$3.1M (+$500.8K)
Filed 2026-10-19
Fulton Bank, N.A.
DECREASED
Shares7,725 from 9,847
Change-2,122 (-22%)
Value$3.1M (-$288.8K)
Filed 2026-10-14
Brighton Jones LLC
DECREASED
Shares7,700 from 8,112
Change-412 (-5%)
Value$3.1M (+$292.9K)
Filed 2026-11-03
180 Wealth Advisors, LLC
DECREASED
Shares7,689 from 8,365
Change-676 (-8%)
Value$3.1M (+$202.3K)
Filed 2026-11-03
Taylor Frigon Capital Management LLC
DECREASED
Shares7,646 from 12,837
Change-5,191 (-40%)
Value$3.0M (-$1.3M)
Filed 2026-10-23
Greater Midwest Financial Group, LLC
DECREASED
Shares7,636 from 11,395
Change-3,759 (-33%)
Value$3.0M (-$852.1K)
Filed 2026-10-13
Park Capital Management, LLC / WI
INCREASED
Shares7,599 from 6,924
Change+675 (+10%)
Value$3.0M (+$657.7K)
Filed 2026-10-13
Mainstream Capital Management LLC
DECREASED
Shares7,570 from 7,713
Change-143 (-2%)
Value$3.0M (+$377.4K)
Filed 2026-10-23
Cigna Investments Inc
DECREASED
Shares7,547 from 7,634
Change-87 (-1%)
Value$3.0K (-$2.6M)
Filed 2026-10-19
Formidable Asset Management, LLC
INCREASED
Shares7,542 from 6,372
Change+1,170 (+18%)
Value$2.6M (+$1.6M)
Filed 2026-11-03
HBK Sorce Advisory LLC
DECREASED
Shares7,515 from 7,648
Change-133 (-2%)
Value$2.4M (-$408.9K)
Filed 2026-11-06
SVB Wealth LLC
DECREASED
Shares7,498 from 10,020
Change-2,522 (-25%)
Value$3.0M (-$438.0K)
Filed 2026-11-06
Alamar Capital Management, LLC
DECREASED
Shares7,478 from 7,543
Change-65 (-1%)
Value$3.0M (+$398.8K)
Filed 2026-11-02
Bayshore Asset Management, LLC
INCREASED
Shares7,449 from 7,434
Change+15 (+0%)
Value$3.0M (+$473.0K)
Filed 2026-11-03
Montecito Bank & Trust
DECREASED
Shares7,446 from 7,628
Change-182 (-2%)
Value$3.0M (+$357.1K)
Filed 2026-10-01
Aprio Wealth Management, LLC
INCREASED
Shares7,435 from 6,728
Change+707 (+11%)
Value$3.0M (+$659.6K)
Filed 2026-10-28
Moody National Bank Trust Division
DECREASED
Shares7,419 from 9,702
Change-2,283 (-24%)
Value$2.9M (-$360.9K)
Filed 2026-10-06
Secure Asset Management, LLC
DECREASED
Shares7,408 from 7,966
Change-558 (-7%)
Value$2.9M (+$226.8K)
Filed 2026-10-19
Chicago Partners Investment Group LLC
INCREASED
Shares7,321 from 6,308
Change+1,013 (+16%)
Value$2.8M (+$731.9K)
Filed 2026-10-27
Strategy Asset Managers LLC
INCREASED
Shares7,302 from 7,245
Change+57 (+1%)
Value$2.9M (+$430.3K)
Filed 2026-10-14
Paragon Private Wealth Management, LLC
DECREASED
Shares7,222 from 7,730
Change-508 (-7%)
Value$2.9M (+$233.3K)
Filed 2026-10-20
Portus Wealth Advisors, LLC
DECREASED
Shares7,198 from 7,392
Change-194 (-3%)
Value$2.9M (+$338.9K)
Filed 2026-10-13
Central Bank & Trust Co
DECREASED
Shares7,188 from 7,392
Change-204 (-3%)
Value$2.9M (+$335.0K)
Filed 2026-10-09
GFS Advisors, LLC
DECREASED
Shares7,129 from 64,852
Change-57,723 (-89%)
Value$2.8M (+$471.8K)
Filed 2026-11-03
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares7,095 from 15,868
Change-8,773 (-55%)
Value$2.8M (-$2.6M)
Filed 2026-10-07
RFG Advisory, LLC
DECREASED
Shares7,090 from 7,119
Change-29 (0%)
Value$2.8M (+$389.5K)
Filed 2026-11-03
Aviance Capital Partners, LLC
DECREASED
Shares7,058 from 7,137
Change-79 (-1%)
Value$2.8M (+$370.4K)
Filed 2026-10-29
Guidance Capital, Inc
DECREASED
Shares7,047 from 7,390
Change-343 (-5%)
Value$2.5M (-$137.4K)
Filed 2026-11-03
Cornerstone Advisory, LLC
DECREASED
Shares7,003 from 10,137
Change-3,134 (-31%)
Value$2.8M (-$674.6K)
Filed 2026-11-06
Capital Investment Advisory Services, LLC
INCREASED
Shares6,996 from 6,973
Change+23 (+0%)
Value$2.8M (+$398.2K)
Filed 2026-10-30
Citizens & Northern Corp
DECREASED
Shares6,984 from 7,266
Change-282 (-4%)
Value$2.8M (+$297.0K)
Filed 2026-11-06
Schmidt P J Investment Management Inc
DECREASED
Shares6,967 from 7,273
Change-306 (-4%)
Value$2.8M (+$287.8K)
Filed 2026-11-02
Oak Grove Capital LLC
NEW
Shares6,950
Change+6,950
Value$2.8M
Filed 2026-10-09
Ignite Planners, LLC
DECREASED
Shares6,903 from 7,482
Change-579 (-8%)
Value$2.8M (+$208.1K)
Filed 2026-10-14
Patten Group, Inc.
DECREASED
Shares6,879 from 7,290
Change-411 (-6%)
Value$2.7M (+$247.0K)
Filed 2026-10-26
Shum Financial Group, Inc.
INCREASED
Shares6,875 from 6,691
Change+184 (+3%)
Value$2.7M (+$449.7K)
Filed 2026-10-13
O'Domhnaill Enterprises, Inc.
INCREASED
Shares6,846 from 4,406
Change+2,440 (+55%)
Value$2.7M (+$1.2M)
Filed 2026-10-29
Dana Investment Advisors, Inc.
DECREASED
Shares6,833 from 7,744
Change-911 (-12%)
Value$2.7M (+$74.0K)
Filed 2026-11-06
Simplicity Wealth,LLC
INCREASED
Shares6,807 from 5,897
Change+910 (+15%)
Value$2.7M (+$693.3K)
Filed 2026-10-23
Stablepoint Partners, LLC
DECREASED
Shares6,747 from 9,082
Change-2,335 (-26%)
Value$2.7M (-$416.5K)
Filed 2026-11-03
Lawood & Co
DECREASED
Shares6,709 from 6,714
Change-5 (0%)
Value$2.7M (+$375.9K)
Filed 2026-10-09
Jacobi Capital Management LLC
DECREASED
Shares6,695 from 6,780
Change-85 (-1%)
Value$2.7M (+$347.9K)
Filed 2026-11-05
Premier Path Wealth Partners, LLC
INCREASED
Shares6,687 from 6,411
Change+276 (+4%)
Value$2.7M (+$470.6K)
Filed 2026-10-16
Generali Investments, Management Co LLC
DECREASED
Shares6,666 from 8,689
Change-2,023 (-23%)
Value$2.6M (-$314.7K)
Filed 2026-10-19
Parcion Private Wealth LLC
DECREASED
Shares6,652 from 6,866
Change-214 (-3%)
Value$2.6M (+$301.5K)
Filed 2026-10-28
SeaCrest Wealth Management, LLC
INCREASED
Shares6,636 from 6,519
Change+117 (+2%)
Value$2.6M (+$413.4K)
Filed 2026-10-21
Virtue Asset Management LLC
INCREASED
Shares6,613 from 6,543
Change+70 (+1%)
Value$2.6M (+$396.1K)
Filed 2026-10-21
Cassaday & Co Wealth Management LLC
INCREASED
Shares6,609 from 6,532
Change+77 (+1%)
Value$2.6M (+$398.3K)
Filed 2026-10-27
Fragasso Financial Advisors Inc
DECREASED
Shares6,603 from 10,269
Change-3,666 (-36%)
Value$2.8M (-$736.7K)
Filed 2026-10-13
Spirit of America Management Corp
INCREASED
Shares6,600 from 5,900
Change+700 (+12%)
Value$2.6M (+$610.2K)
Filed 2026-10-14
Bradyco, Inc.
DECREASED
Shares6,586 from 6,874
Change-288 (-4%)
Value$2.6M (+$272.5K)
Filed 2026-11-03
Balboa Wealth Partners
INCREASED
Shares6,579 from 6,078
Change+501 (+8%)
Value$2.6M (+$541.2K)
Filed 2026-10-20
Catalyst Financial Partners LLC
INCREASED
Shares6,571 from 6,459
Change+112 (+2%)
Value$2.6M (+$408.1K)
Filed 2026-11-06
Mindset Wealth Management, LLC
INCREASED
Shares6,540 from 6,530
Change+10 (+0%)
Value$2.6M (+$371.5K)
Filed 2026-10-19
Triangle Securities Wealth Management
DECREASED
Shares6,514 from 6,539
Change-25 (0%)
Value$2.6M (+$358.1K)
Filed 2026-10-14
BankPlus Trust Department
DECREASED
Shares6,512 from 8,306
Change-1,794 (-22%)
Value$2.6M (-$245.2K)
Filed 2026-11-06
Founders Financial Securities LLC
INCREASED
Shares6,509 from 6,394
Change+115 (+2%)
Value$2.6M (+$405.5K)
Filed 2026-10-28
StoneX Group Inc.
INCREASED
Shares6,506 from 3,614
Change+2,892 (+80%)
Value$2.6M (+$1.3M)
Filed 2026-11-03
Angeles Wealth Management, LLC
DECREASED
Shares6,503 from 6,714
Change-211 (-3%)
Value$2.6M (+$294.1K)
Filed 2026-10-26
IFG Advisors, LLC
INCREASED
Shares6,493 from 6,471
Change+22 (+0%)
Value$2.6M (+$372.9K)
Filed 2026-10-15
Waycross Partners, LLC
NEW
Shares6,485
Change+6,485
Value$2.6M
Filed 2026-11-03
Retireful, LLC
INCREASED
Shares6,410 from 1,349
Change+5,061 (+375%)
Value$2.5M (+$2.1M)
Filed 2026-10-09
Chicago Trust Co NA
INCREASED
Shares6,403 from 5,793
Change+610 (+11%)
Value$2.5M (+$568.4K)
Filed 2026-10-28
Nicholas Hoffman & Company, Llc.
INCREASED
Shares6,376 from 6,359
Change+17 (+0%)
Value$2.5M (+$364.7K)
Filed 2026-10-30
Robbins Farley
DECREASED
Shares6,326 from 7,154
Change-828 (-12%)
Value$2.5M (+$73.7K)
Filed 2026-10-21
AK Global Asset Management, LLC
NEW
Shares6,320
Change+6,320
Value$2.5M
Filed 2026-10-27
Little House Capital LLC
DECREASED
Shares6,300 from 6,598
Change-298 (-5%)
Value$2.5M (+$253.0K)
Filed 2026-11-06
TritonPoint Partners, LLC
DECREASED
Shares6,273 from 10,970
Change-4,697 (-43%)
Value$2.5M (-$1.2M)
Filed 2026-11-05
Stone Wealth Partners
NEW
Shares6,258
Change+6,258
Value$2.5M
Filed 2026-11-05
Romano Brothers and Company
DECREASED
Shares6,256 from 6,266
Change-10 (0%)
Value$2.5M (+$348.7K)
Filed 2026-10-22
Tandem Capital Management Corp
DECREASED
Shares6,239 from 6,439
Change-200 (-3%)
Value$2.5M (+$283.0K)
Filed 2026-10-22
Soltis Investment Advisors LLC
INCREASED
Shares6,196 from 4,071
Change+2,125 (+52%)
Value$2.5M (+$1.1M)
Filed 2026-10-28
Rydar Equities, Inc.
INCREASED
Shares6,175 from 6,100
Change+75 (+1%)
Value$2.5M (+$277.8K)
Filed 2026-10-13
Argus Investors' Counsel, Inc.
DECREASED
Shares6,162 from 6,185
Change-23 (0%)
Value$2.4M (+$339.0K)
Filed 2026-10-09
111 Capital
INCREASED
Shares6,145 from 2,302
Change+3,843 (+167%)
Value$2.4M (+$1.7M)
Filed 2026-11-03
Darden Wealth Group Inc
INCREASED
Shares6,141 from 5,691
Change+450 (+8%)
Value$2.4M (+$499.1K)
Filed 2026-11-06
TD Private Client Wealth LLC
DECREASED
Shares6,136 from 6,860
Change-724 (-11%)
Value$2.4M (+$98.5K)
Filed 2026-10-28
Tealwood Asset Management Inc
DECREASED
Shares6,059 from 9,716
Change-3,657 (-38%)
Value$2.4K (-$906)
Filed 2026-10-13
Beese Fulmer Investment Management, Inc.
DECREASED
Shares6,051 from 6,417
Change-366 (-6%)
Value$2.4M (+$215.8K)
Filed 2026-10-23
Heartwood Wealth Advisors LLC
INCREASED
Shares6,039 from 5,944
Change+95 (+2%)
Value$2.4M (+$372.3K)
Filed 2026-10-05
Cornerstone Wealth Management, LLC
DECREASED
Shares5,997 from 7,059
Change-1,062 (-15%)
Value$2.4M (-$24.6K)
Filed 2026-11-04
Eagle Strategies LLC
DECREASED
Shares5,981 from 6,051
Change-70 (-1%)
Value$2.4M (+$312.8K)
Filed 2026-10-16
Miramontes Capital, LLC
DECREASED
Shares5,948 from 5,963
Change-15 (0%)
Value$2.4M (+$329.8K)
Filed 2026-10-19
Robertson Stephens Wealth Management, LLC
DECREASED
Shares5,919 from 5,921
Change-2 (0%)
Value$2.4M (+$332.6K)
Filed 2026-10-16
Global Assets Advisory, LLC
DECREASED
Shares5,879 from 6,352
Change-473 (-7%)
Value$2.4M (+$136.9K)
Filed 2026-10-28
Alta Advisers Ltd
INCREASED
Shares5,819 from 2,863
Change+2,956 (+103%)
Value$2.3M (+$1.3M)
Filed 2026-11-02
Odyssey Capital Advisors, Inc.
DECREASED
Shares5,810 from 5,985
Change-175 (-3%)
Value$2.3M (+$267.4K)
Filed 2026-10-26
Westside Investment Management, Inc.
DECREASED
Shares5,804 from 5,824
Change-20 (0%)
Value$2.3M (+$329.5K)
Filed 2026-11-02
Hudson Canyon Capital Management
NEW
Shares5,800
Change+5,800
Value$2.3M
Filed 2026-11-04
Blodgett Wealth Advisors, LLC
UNCHANGED
Shares5,800 from 5,800
Change0 (0%)
Value$2.3M (+$326.5K)
Filed 2026-10-23
LeConte Wealth Management, LLC
INCREASED
Shares5,777 from 4,928
Change+849 (+17%)
Value$2.3M (+$614.7K)
Filed 2026-10-20
Blue Trust, Inc.
DECREASED
Shares5,767 from 6,582
Change-815 (-12%)
Value$2.3M (+$46.7K)
Filed 2026-10-15
Avantax Planning Partners, Inc.
DECREASED
Shares5,766 from 6,256
Change-490 (-8%)
Value$2.3M (+$157.5K)
Filed 2026-11-03
Hilltop National Bank
DECREASED
Shares5,740 from 5,749
Change-9 (0%)
Value$2.3M (+$320.0K)
Filed 2026-10-14
Investment Partners Asset Management, Inc.
DECREASED
Shares5,725 from 7,093
Change-1,368 (-19%)
Value$2.3M (-$144.3K)
Filed 2026-10-09
Advisory Resource Group
DECREASED
Shares5,722 from 7,369
Change-1,647 (-22%)
Value$2.3M (-$239.7K)
Filed 2026-10-26
Strategic Advisors LLC
DECREASED
Shares5,697 from 6,247
Change-550 (-9%)
Value$2.3M (+$133.1K)
Filed 2026-10-13
Gilliland Jeter Wealth Management LLC
UNCHANGED
Shares5,671 from 5,671
Change0 (0%)
Value$2.3M (+$319.2K)
Filed 2026-10-28
Financial Management Network Inc
UNCHANGED
Shares5,621 from 5,621
Change0 (0%)
Value$2.3M (+$250.5K)
Filed 2026-10-09
North Star Investment Management Corp.
DECREASED
Shares5,619 from 5,633
Change-14 (0%)
Value$2.2M (+$311.5K)
Filed 2026-10-27
Mechanics Financial Corp
INCREASED
Shares5,596 from 5,592
Change+4 (+0%)
Value$2.2M (+$316.4K)
Filed 2026-11-05
Verus Capital Partners, LLC
DECREASED
Shares5,566 from 6,336
Change-770 (-12%)
Value$2.2M (+$50.7K)
Filed 2026-11-03
Wolff Wiese Magana LLC
DECREASED
Shares5,510 from 5,524
Change-14 (0%)
Value$2.2M (+$305.4K)
Filed 2026-10-15
Alpha Family Trust
UNCHANGED
Shares5,510 from 5,510
Change0 (0%)
Value$1.9M ($0)
Filed 2026-11-04
Indivisible Partners
INCREASED
Shares5,487 from 5,084
Change+403 (+8%)
Value$2.2M (+$446.3K)
Filed 2026-10-26
MAD River Investors
UNCHANGED
Shares5,484 from 5,484
Change0 (0%)
Value$2.2M (+$308.7K)
Filed 2026-10-27
Creative Financial Designs Inc
DECREASED
Shares5,478 from 5,805
Change-327 (-6%)
Value$2.2M (+$196.8K)
Filed 2026-11-04
TrueMark Investments, LLC
DECREASED
Shares5,432 from 5,797
Change-365 (-6%)
Value$2.2M (+$181.3K)
Filed 2026-11-05
MFG Wealth Management, Inc.
DECREASED
Shares5,423 from 5,671
Change-248 (-4%)
Value$2.2M (+$220.5K)
Filed 2026-10-09
Fiduciary Alliance LLC
DECREASED
Shares5,418 from 5,697
Change-279 (-5%)
Value$2.2M (+$209.9K)
Filed 2026-10-13
Private Advisory Group LLC
INCREASED
Shares5,401 from 2,141
Change+3,260 (+152%)
Value$2.1M (+$1.4M)
Filed 2026-11-06
Opinicus Capital, Inc.
DECREASED
Shares5,383 from 6,132
Change-749 (-12%)
Value$2.1M (+$47.6K)
Filed 2026-10-28
Interchange Capital Partners, LLC
INCREASED
Shares5,338 from 5,317
Change+21 (+0%)
Value$2.1M (+$309.6K)
Filed 2026-10-28
Cullinan Associates Inc
INCREASED
Shares5,320 from 5,300
Change+20 (+0%)
Value$2.1M (+$306.3K)
Filed 2026-11-03
Victory Financial Group, LLC
DECREASED
Shares5,317 from 5,408
Change-91 (-2%)
Value$2.1M (+$268.3K)
Filed 2026-10-27
United Advisor Group, LLC
INCREASED
Shares5,314 from 4,083
Change+1,231 (+30%)
Value$2.1M (+$718.9K)
Filed 2026-11-03
Global Trust Asset Management, LLC
DECREASED
Shares5,314 from 6,207
Change-893 (-14%)
Value$2.1M (-$5.4K)
Filed 2026-10-19
LifePlan Financial, LLC
DECREASED
Shares5,313 from 6,658
Change-1,345 (-20%)
Value$2.1M (-$153.3K)
Filed 2026-10-13
Redmond Asset Management, LLC
INCREASED
Shares5,300 from 5,284
Change+16 (+0%)
Value$2.1M (+$303.8K)
Filed 2026-10-27
Unified Investment Management
DECREASED
Shares5,287 from 5,665
Change-378 (-7%)
Value$2.1M (+$168.7K)
Filed 2026-10-14
Accurate Wealth Management, LLC
INCREASED
Shares5,275 from 4,827
Change+448 (+9%)
Value$2.1M (+$520.0K)
Filed 2026-10-20
XXI Wealth, LLC
INCREASED
Shares5,274 from 3,062
Change+2,212 (+72%)
Value$2.1M (+$1.1M)
Filed 2026-10-22
Washburn Capital Management, Inc.
INCREASED
Shares5,267 from 5,137
Change+130 (+3%)
Value$2.1M (+$340.8K)
Filed 2026-10-19
Elmwood Wealth Management, Inc.
DECREASED
Shares5,249 from 5,917
Change-668 (-11%)
Value$2.1M (+$67.7K)
Filed 2026-10-14
Facet Wealth, Inc.
INCREASED
Shares5,245 from 3,114
Change+2,131 (+68%)
Value$2.1M (+$1.0M)
Filed 2026-11-04
Montag A & Associates Inc
DECREASED
Shares5,243 from 5,605
Change-362 (-6%)
Value$2.1M (+$171.7K)
Filed 2026-10-29
Wincap Financial LLC
DECREASED
Shares5,238 from 5,442
Change-204 (-4%)
Value$2.1M (+$225.3K)
Filed 2026-10-20
Fort Washington Investment Advisors Inc
DECREASED
Shares5,222 from 5,574
Change-352 (-6%)
Value$2.1M (+$173.9K)
Filed 2026-10-15
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares5,201 from 5,201
Change0 (0%)
Value$1.8M ($0)
Filed 2026-10-15
Sara-Bay Financial
UNCHANGED
Shares5,197 from 5,197
Change0 (0%)
Value$2.1M (+$292.5K)
Filed 2026-10-21
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
DECREASED
Shares5,190 from 5,192
Change-2 (0%)
Value$2.1M (+$291.5K)
Filed 2026-10-21
Obsidian CIO, LLC
INCREASED
Shares5,186 from 4,952
Change+234 (+5%)
Value$2.1M (+$371.7K)
Filed 2026-11-05
Clear Wave Wealth Management LLC
INCREASED
Shares5,186 from 5,179
Change+7 (+0%)
Value$2.1M (+$294.3K)
Filed 2026-11-04
PDS Planning, Inc
INCREASED
Shares5,177 from 5,065
Change+112 (+2%)
Value$2.1M (+$329.6K)
Filed 2026-11-03
Supplemental Annuity Collective Trust of NJ
DECREASED
Shares5,157 from 5,202
Change-45 (-1%)
Value$2.0M (+$274.9K)
Filed 2026-11-02
Vanguard Capital Wealth Advisors
DECREASED
Shares5,132 from 6,151
Change-1,019 (-17%)
Value$2.0M (-$58.6K)
Filed 2026-10-16
Advisor OS, LLC
INCREASED
Shares5,107 from 5,098
Change+9 (+0%)
Value$2.0M (+$290.5K)
Filed 2026-11-03
Great Diamond Partners, LLC
DECREASED
Shares5,074 from 5,436
Change-362 (-7%)
Value$2.0M (+$162.2K)
Filed 2026-10-13
First Affirmative Financial Network
NEW
Shares5,044
Change+5,044
Value$2.0M
Filed 2026-10-21
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares5,032 from 5,286
Change-254 (-5%)
Value$2.0M (+$196.6K)
Filed 2026-10-27
Markowski Investments
DECREASED
Shares5,013 from 6,732
Change-1,719 (-26%)
Value$2.0M (-$304.0K)
Filed 2026-10-30
Valley Brook Capital Group, Inc.
INCREASED
Shares5,007 from 4,907
Change+100 (+2%)
Value$2.0M (+$315.9K)
Filed 2026-10-26
Coquina Private Wealth LLC
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$2.0M (+$281.5K)
Filed 2026-10-27
Marin Bay Wealth Advisors, LLC
INCREASED
Shares4,946 from 4,628
Change+318 (+7%)
Value$2.0M (+$386.9K)
Filed 2026-10-28
Parkside Financial Bank & Trust
INCREASED
Shares4,946 from 4,750
Change+196 (+4%)
Value$2.0M (+$345.3K)
Filed 2026-10-27
Aire Advisors, LLC
DECREASED
Shares4,916 from 4,935
Change-19 (0%)
Value$2.0M (+$270.2K)
Filed 2026-10-22
Acorn Financial Advisory Services Inc
DECREASED
Shares4,902 from 5,046
Change-144 (-3%)
Value$1.9M (+$226.8K)
Filed 2026-11-02
NBH Bank
DECREASED
Shares4,881 from 5,139
Change-258 (-5%)
Value$1.9M (+$186.8K)
Filed 2026-11-05
Farmers & Merchants Trust Co of Long Beach
DECREASED
Shares4,875 from 4,880
Change-5 (0%)
Value$1.9M (+$272.7K)
Filed 2026-10-22
Clear Harbor Asset Management, LLC
DECREASED
Shares4,859 from 5,021
Change-162 (-3%)
Value$1.9M (+$218.3K)
Filed 2026-11-05
Marino, Stram & Associates LLC
UNCHANGED
Shares4,854 from 4,854
Change0 (0%)
Value$1.9M (+$273.2K)
Filed 2026-10-22
TSG Advice Partners, LLC
NEW
Shares4,845
Change+4,845
Value$1.7M
Filed 2026-10-29
St. Johns Investment Management Company, LLC
INCREASED
Shares4,833 from 4,629
Change+204 (+4%)
Value$1.9M (+$341.6K)
Filed 2026-10-30
Smart Wealth LLC
NEW
Shares4,815
Change+4,815
Value$1.9M
Filed 2026-11-04
One Way Holdings LLC
DECREASED
Shares4,807 from 5,403
Change-596 (-11%)
Value$1.9M (+$67.3K)
Filed 2026-10-29
Third View Private Wealth, LLC
INCREASED
Shares4,787 from 4,621
Change+166 (+4%)
Value$1.9M (+$326.1K)
Filed 2026-10-30
Simon Quick Advisors, LLC
DECREASED
Shares4,778 from 5,321
Change-543 (-10%)
Value$1.9M (+$83.8K)
Filed 2026-10-26
Barden Capital Management, Inc.
DECREASED
Shares4,775 from 5,116
Change-341 (-7%)
Value$1.9M (+$152.5K)
Filed 2026-10-09
Tranquility Partners, LLC
INCREASED
Shares4,767 from 4,731
Change+36 (+1%)
Value$1.9M (+$280.6K)
Filed 2026-10-20
Perpetual Ltd
INCREASED
Shares4,765 from 3,756
Change+1,009 (+27%)
Value$1.9M (+$612.3K)
Filed 2026-10-13
Diversified Enterprises, LLC
INCREASED
Shares4,744 from 4,458
Change+286 (+6%)
Value$1.9M (+$364.6K)
Filed 2026-10-19
Blue Fin Capital, Inc.
INCREASED
Shares4,740 from 3,074
Change+1,666 (+54%)
Value$1.9M (+$835.0K)
Filed 2026-10-28
Grant Private Wealth Management Inc
INCREASED
Shares4,739 from 3,996
Change+743 (+19%)
Value$1.9M (+$520.1K)
Filed 2026-10-19
Flagship Harbor Advisors, LLC
DECREASED
Shares4,735 from 4,742
Change-7 (0%)
Value$1.9M (+$264.1K)
Filed 2026-10-26
Worth Asset Management, LLC
DECREASED
Shares4,729 from 6,759
Change-2,030 (-30%)
Value$1.9M (-$426.1K)
Filed 2026-10-07
Nicholas Wealth, Llc.
DECREASED
Shares4,682 from 6,579
Change-1,897 (-29%)
Value$1.9M (-$383.4K)
Filed 2026-10-26
Shepherd Financial Partners LLC
INCREASED
Shares4,652 from 4,571
Change+81 (+2%)
Value$1.8M (+$289.5K)
Filed 2026-11-03
CoreCap Advisors, LLC
INCREASED
Shares4,651 from 3,880
Change+771 (+20%)
Value$1.8M (+$524.7K)
Filed 2026-10-08
Jm2 Capital Inc.
INCREASED
Shares4,632 from 4,541
Change+91 (+2%)
Value$1.8M (+$291.8K)
Filed 2026-10-14
First Financial Corp
DECREASED
Shares4,625 from 6,218
Change-1,593 (-26%)
Value$1.8M (-$282.9K)
Filed 2026-10-13
XML Financial, LLC
DECREASED
Shares4,621 from 4,847
Change-226 (-5%)
Value$1.8M (+$183.0K)
Filed 2026-10-29
United Capital Management of KS, Inc.
DECREASED
Shares4,598 from 4,633
Change-35 (-1%)
Value$1.8M (+$246.9K)
Filed 2026-11-04
Obermeyer Wealth Partners
INCREASED
Shares4,560 from 4,277
Change+283 (+7%)
Value$1.8M (+$353.2K)
Filed 2026-10-21
True North Advisors, LLC
INCREASED
Shares4,558 from 3,129
Change+1,429 (+46%)
Value$1.8M (+$743.6K)
Filed 2026-10-22
Galvin, Gaustad & Stein, LLC
DECREASED
Shares4,547 from 4,805
Change-258 (-5%)
Value$1.8M (+$168.3K)
Filed 2026-10-08
Kathmere Capital Management, LLC
INCREASED
Shares4,540 from 4,092
Change+448 (+11%)
Value$1.8M (+$408.4K)
Filed 2026-10-20
Probity Advisors, Inc.
DECREASED
Shares4,514 from 4,643
Change-129 (-3%)
Value$1.8M (+$210.1K)
Filed 2026-10-23
Lanark Financial, Inc.
INCREASED
Shares4,507 from 4,044
Change+463 (+11%)
Value$1.8M (+$411.6K)
Filed 2026-10-26
Canandaigua National Bank & Trust Co
DECREASED
Shares4,490 from 4,514
Change-24 (-1%)
Value$1.8M (+$244.6K)
Filed 2026-10-07
Parisi Gray Wealth Management
INCREASED
Shares4,482 from 4,337
Change+145 (+3%)
Value$1.8M (+$301.9K)
Filed 2026-10-16
Cahaba Wealth Management, Inc.
INCREASED
Shares4,476 from 4,408
Change+68 (+2%)
Value$1.8M (+$275.1K)
Filed 2026-10-26
Bernicke Wealth Management, Ltd.
DECREASED
Shares4,464 from 4,481
Change-17 (0%)
Value$1.8M (+$245.5K)
Filed 2026-11-06
Integrity Alliance, Llc.
DECREASED
Shares4,454 from 4,615
Change-161 (-3%)
Value$1.8M (+$195.8K)
Filed 2026-10-29
Plancorp, LLC
DECREASED
Shares4,406 from 4,789
Change-383 (-8%)
Value$1.6M (+$30.2K)
Filed 2026-11-03
Ameliora Wealth Management Ltd.
DECREASED
Shares4,401 from 5,426
Change-1,025 (-19%)
Value$1.7M (-$101.8K)
Filed 2026-10-23
FSM Wealth Advisors, LLC
INCREASED
Shares4,350 from 4,315
Change+35 (+1%)
Value$1.7M (+$262.0K)
Filed 2026-10-27
Cypress Capital Group
DECREASED
Shares4,326 from 4,573
Change-247 (-5%)
Value$1.7M (+$159.3K)
Filed 2026-11-03
Bahl & Gaynor LLC
INCREASED
Shares4,326 from 4,254
Change+72 (+2%)
Value$1.7M (+$268.1K)
Filed 2026-11-05
Values First Advisors, Inc.
DECREASED
Shares4,322 from 4,415
Change-93 (-2%)
Value$1.7M (+$211.3K)
Filed 2026-10-23
Fire Capital Management LLC
NEW
Shares4,320
Change+4,320
Value$1.7M
Filed 2026-10-27
PFG Advisors
DECREASED
Shares4,299 from 4,322
Change-23 (-1%)
Value$1.7M (+$234.1K)
Filed 2026-10-16
Bullock Wealth Management Group
INCREASED
Shares4,296 from 4,239
Change+57 (+1%)
Value$1.7M (+$210.0K)
Filed 2026-10-09
Whalen Wealth Management Inc.
DECREASED
Shares4,292 from 4,717
Change-425 (-9%)
Value$1.7M (+$96.7K)
Filed 2026-10-08
Fairvoy Private Wealth, LLC
NEW
Shares4,264
Change+4,264
Value$1.7M
Filed 2026-10-19
Three Seasons Wealth, LLC
NEW
Shares4,225
Change+4,225
Value$1.7M
Filed 2026-11-03
Bank of Stockton
DECREASED
Shares4,213 from 4,884
Change-671 (-14%)
Value$1.7M (+$8.3K)
Filed 2026-10-20
Summit Global Investments
NEW
Shares4,205
Change+4,205
Value$1.7K
Filed 2026-10-28
Valley Wealth Managers, Inc.
DECREASED
Shares4,187 from 4,788
Change-601 (-13%)
Value$1.7M (+$30.7K)
Filed 2026-10-09
St. Louis Financial Planners Asset Management, LLC
NEW
Shares4,183
Change+4,183
Value$1.6M
Filed 2026-10-16
Crew Capital Management, Ltd
DECREASED
Shares4,182 from 5,775
Change-1,593 (-28%)
Value$1.7M (-$307.8K)
Filed 2026-10-28
Pines Wealth Management, LLC
DECREASED
Shares4,178 from 4,598
Change-420 (-9%)
Value$1.7M (+$92.0K)
Filed 2026-10-21
Huntleigh Advisors, Inc.
DECREASED
Shares4,161 from 4,271
Change-110 (-3%)
Value$1.7M (+$196.7K)
Filed 2026-11-03
1834 Investment Advisors Co
UNCHANGED
Shares4,150 from 4,150
Change0 (0%)
Value$1.6M (+$233.6K)
Filed 2026-10-16
Evermay Wealth Management LLC
DECREASED
Shares4,141 from 4,463
Change-322 (-7%)
Value$1.6M (+$123.3K)
Filed 2026-11-05
Boltwood Capital Management
INCREASED
Shares4,123 from 4,003
Change+120 (+3%)
Value$1.6M (+$273.0K)
Filed 2026-10-02
Vertrix Wealth Management, LLC
DECREASED
Shares4,107 from 5,290
Change-1,183 (-22%)
Value$1.6M (-$172.2K)
Filed 2026-10-13
MBL Wealth, LLC
INCREASED
Shares4,096 from 3,846
Change+250 (+7%)
Value$1.6M (+$315.8K)
Filed 2026-10-22
Accredited Investors Inc.
DECREASED
Shares4,056 from 4,102
Change-46 (-1%)
Value$1.6M (+$212.6K)
Filed 2026-11-03
Bestgate Wealth Advisors, LLC
INCREASED
Shares4,028 from 3,501
Change+527 (+15%)
Value$1.6M (+$406.5K)
Filed 2026-10-13
Trust Point Inc.
INCREASED
Shares4,025 from 3,519
Change+506 (+14%)
Value$1.6M (+$399.1K)
Filed 2026-10-27
Lauterbach Financial Advisors, LLC
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$1.6M (+$225.2K)
Filed 2026-10-21
Signal Advisors Wealth, LLC
INCREASED
Shares3,987 from 3,188
Change+799 (+25%)
Value$1.6M (+$496.9K)
Filed 2026-10-13
Howard Financial Services, Ltd.
INCREASED
Shares3,974 from 3,691
Change+283 (+8%)
Value$1.6M (+$320.2K)
Filed 2026-10-15
Means Investment Co., Inc.
INCREASED
Shares3,956 from 3,913
Change+43 (+1%)
Value$1.6M (+$237.4K)
Filed 2026-11-03
Woodward Diversified Capital, LLC
INCREASED
Shares3,943 from 3,919
Change+24 (+1%)
Value$1.6M (+$230.1K)
Filed 2026-10-21
Bond & Devick Financial Network, Inc.
DECREASED
Shares3,940 from 3,988
Change-48 (-1%)
Value$1.6M (+$205.4K)
Filed 2026-10-23
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED
Shares3,903 from 3,931
Change-28 (-1%)
Value$1.6M (+$210.1K)
Filed 2026-10-23
GraniteShares Advisors LLC
DECREASED
Shares3,867 from 4,609
Change-742 (-16%)
Value$1.5M (-$35.4K)
Filed 2026-10-29
Congress Park Capital LLC
DECREASED
Shares3,804 from 4,489
Change-685 (-15%)
Value$1.5M (-$19.5K)
Filed 2026-10-13
First Horizon Corp
DECREASED
Shares3,797 from 3,811
Change-14 (0%)
Value$1.5M (+$209.0K)
Filed 2026-10-26
Csenge Advisory Group
DECREASED
Shares3,759 from 3,954
Change-195 (-5%)
Value$1.5M (+$144.9K)
Filed 2026-11-04
Focused Wealth Management, Inc
INCREASED
Shares3,747 from 3,563
Change+184 (+5%)
Value$1.5M (+$273.7K)
Filed 2026-10-30
J.Safra Asset Management Corp
INCREASED
Shares3,731 from 260
Change+3,471 (+1335%)
Value$1.5M (+$1.4M)
Filed 2026-11-03
Waters Parkerson & Co., LLC
UNCHANGED
Shares3,730 from 3,730
Change0 (0%)
Value$1.5M (+$210.0K)
Filed 2026-11-04
Winnacle Wealth LLC
DECREASED
Shares3,722 from 4,294
Change-572 (-13%)
Value$1.5M (+$14.6K)
Filed 2026-10-15
Schulz Wealth, Ltd.
INCREASED
Shares3,720 from 3,520
Change+200 (+6%)
Value$1.5M (+$277.6K)
Filed 2026-11-03
Apella Capital, LLC
INCREASED
Shares3,709 from 3,595
Change+114 (+3%)
Value$1.5M (+$292.6K)
Filed 2026-10-08
Hazlett, Burt & Watson, Inc.
DECREASED
Shares3,690 from 3,781
Change-91 (-2%)
Value$1.5K (-$976.8K)
Filed 2026-11-04
Birchbrook, Inc.
INCREASED
Shares3,686 from 3,611
Change+75 (+2%)
Value$1.5M (+$233.1K)
Filed 2026-10-14
Shepherd Street Advisors LLC
INCREASED
Shares3,666 from 3,538
Change+128 (+4%)
Value$1.5M (+$282.7K)
Filed 2026-10-21
Verdence Capital Advisors LLC
INCREASED
Shares3,655 from 3,222
Change+433 (+13%)
Value$1.5M (+$353.2K)
Filed 2026-10-26
Fonville Wealth Management LLC
DECREASED
Shares3,655 from 3,928
Change-273 (-7%)
Value$1.5M (+$112.6K)
Filed 2026-10-28
Physicians Financial Services, Inc.
UNCHANGED
Shares3,646 from 3,646
Change0 (0%)
Value$1.4K (-$1.2M)
Filed 2026-11-04
Finivi Inc.
DECREASED
Shares3,626 from 3,700
Change-74 (-2%)
Value$1.4M (+$178.9K)
Filed 2026-10-13
Argent Capital Management LLC
UNCHANGED
Shares3,624 from 3,624
Change0 (0%)
Value$1.4M (+$204.0K)
Filed 2026-10-05
Persium Advisors, LLC
DECREASED
Shares3,586 from 4,890
Change-1,304 (-27%)
Value$1.4M (-$242.8K)
Filed 2026-10-07
Confluence Wealth Services, Inc.
INCREASED
Shares3,583 from 2,397
Change+1,186 (+49%)
Value$1.4M (+$606.1K)
Filed 2026-11-05
Outfitters Financial LLC
DECREASED
Shares3,565 from 3,610
Change-45 (-1%)
Value$1.4M (+$185.3K)
Filed 2026-10-23
Hollow Brook Wealth Management LLC
UNCHANGED
Shares3,558 from 3,558
Change0 (0%)
Value$1.4M (+$200.3K)
Filed 2026-10-29
Clark Financial Services Group Inc
INCREASED
Shares3,537 from 3,339
Change+198 (+6%)
Value$1.4M (+$266.6K)
Filed 2026-10-19
AGH Wealth Advisors, LLC
INCREASED
Shares3,531 from 3,468
Change+63 (+2%)
Value$1.4M (+$220.2K)
Filed 2026-10-26
Clearwave Capital, LLC
INCREASED
Shares3,524 from 3,326
Change+198 (+6%)
Value$1.4M (+$265.9K)
Filed 2026-10-27
Granite Investment Partners, LLC
DECREASED
Shares3,508 from 3,521
Change-13 (0%)
Value$1.4M (+$193.0K)
Filed 2026-11-04
Strategic Planning Group, LLC
DECREASED
Shares3,488 from 23,323
Change-19,835 (-85%)
Value$1.4M (-$6.6M)
Filed 2026-10-22
Partners Wealth Management, LLC
NEW
Shares3,485
Change+3,485
Value$1.4M
Filed 2026-10-28
Conning Inc.
INCREASED
Shares3,480 from 3,462
Change+18 (+1%)
Value$1.4M (+$202.0K)
Filed 2026-10-27
Semus Wealth Partners LLC
INCREASED
Shares3,478 from 3,379
Change+99 (+3%)
Value$1.4M (+$229.5K)
Filed 2026-10-22
Groesbeck Investment Management Corp
DECREASED
Shares3,475 from 3,490
Change-15 (0%)
Value$1.4K (+$191)
Filed 2026-10-26
JSF Financial, LLC
DECREASED
Shares3,474 from 3,484
Change-10 (0%)
Value$1.4M (+$192.1K)
Filed 2026-10-22
Horst & Graben Wealth Management LLC
DECREASED
Shares3,473 from 3,490
Change-17 (0%)
Value$1.4M (+$151.2K)
Filed 2026-11-02
Elevation Wealth Management LLC
DECREASED
Shares3,457 from 3,572
Change-115 (-3%)
Value$1.4M (+$155.7K)
Filed 2026-11-02
Arista Wealth Management, LLC
INCREASED
Shares3,455 from 3,452
Change+3 (+0%)
Value$1.4M (+$195.5K)
Filed 2026-10-29
Diligent Investors, LLC
DECREASED
Shares3,452 from 3,498
Change-46 (-1%)
Value$1.4M (+$178.6K)
Filed 2026-10-21
Stackstone Wealth, LLC
NEW
Shares3,451
Change+3,451
Value$1.4M
Filed 2026-10-19
Trinity Financial Advisors LLC
DECREASED
Shares3,424 from 3,624
Change-200 (-6%)
Value$1.4M (+$124.5K)
Filed 2026-10-09
StrongBox Wealth, LLC
DECREASED
Shares3,416 from 3,516
Change-100 (-3%)
Value$1.4M (+$158.2K)
Filed 2026-11-02
Canandaigua National Trust Co of Florida
NEW
Shares3,401
Change+3,401
Value$1.4M
Filed 2026-10-07
Quadrant Private Wealth Management, LLC
NEW
Shares3,388
Change+3,388
Value$1.3M
Filed 2026-11-04
Portside Wealth Group, LLC
INCREASED
Shares3,372 from 3,219
Change+153 (+5%)
Value$1.3M (+$242.0K)
Filed 2026-10-20
Lineweaver Wealth Advisors, LLC
DECREASED
Shares3,349 from 5,233
Change-1,884 (-36%)
Value$1.3M (-$454.1K)
Filed 2026-10-13
Wealth Quarterback LLC
DECREASED
Shares3,345 from 3,583
Change-238 (-7%)
Value$1.3M (+$107.1K)
Filed 2026-10-20
First Nebraska Trust Co
DECREASED
Shares3,335 from 3,342
Change-7 (0%)
Value$1.3M (+$185.3K)
Filed 2026-10-30
Leisure Capital Management
UNCHANGED
Shares3,318 from 3,318
Change0 (0%)
Value$1.3M (+$186.8K)
Filed 2026-11-03
Formuepleje A/S
DECREASED
Shares3,317 from 5,613
Change-2,296 (-41%)
Value$1.3M (-$596.3K)
Filed 2026-10-15
Harbor Investment Advisory, LLC
INCREASED
Shares3,310 from 2,712
Change+598 (+22%)
Value$1.3M (+$390.3K)
Filed 2026-10-13
Midland Wealth Advisors, LLC
DECREASED
Shares3,293 from 3,391
Change-98 (-3%)
Value$1.3M (+$151.9K)
Filed 2026-10-26
Atticus Wealth Management, LLC
INCREASED
Shares3,291 from 2,536
Change+755 (+30%)
Value$1.3M (+$442.7K)
Filed 2026-10-20
Schaper Benz & Wise Investment Counsel Inc
UNCHANGED
Shares3,288 from 3,288
Change0 (0%)
Value$1.3M (+$185.1K)
Filed 2026-10-09
SkyOak Wealth, LLC
INCREASED
Shares3,284 from 2,590
Change+694 (+27%)
Value$1.3M (+$421.5K)
Filed 2026-10-28
Murphy & Mullick Capital Management Corp
DECREASED
Shares3,282 from 3,380
Change-98 (-3%)
Value$1.3M (+$151.3K)
Filed 2026-11-02
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED
Shares3,278 from 5,478
Change-2,200 (-40%)
Value$1.3M (-$563.4K)
Filed 2026-10-21
Kraft, Davis & Associates, LLC
INCREASED
Shares3,270 from 3,144
Change+126 (+4%)
Value$1.1M (+$127.5K)
Filed 2026-10-21
Greenspring Advisors, LLC
INCREASED
Shares3,264 from 1,599
Change+1,665 (+104%)
Value$1.3M (+$751.2K)
Filed 2026-11-05
Pinnacle Wealth Management Advisory Group, LLC
DECREASED
Shares3,262 from 3,337
Change-75 (-2%)
Value$1.3M (+$158.0K)
Filed 2026-10-23
Greystone Financial Group, LLC
INCREASED
Shares3,249 from 3,136
Change+113 (+4%)
Value$1.3M (+$221.5K)
Filed 2026-10-26
Wisconsin Wealth Advisors, LLC
INCREASED
Shares3,226 from 3,206
Change+20 (+1%)
Value$1.3M (+$188.1K)
Filed 2026-10-08
Johnson Financial Group, LLC
DECREASED
Shares3,211 from 5,075
Change-1,864 (-37%)
Value$1.3M (-$454.9K)
Filed 2026-11-03
Williams Jones Wealth Management, Llc.
DECREASED
Shares3,195 from 3,230
Change-35 (-1%)
Value$1.3M (+$167.9K)
Filed 2026-11-05
Investment Partners, Ltd.
INCREASED
Shares3,179 from 1,618
Change+1,561 (+96%)
Value$1.3M (+$711.3K)
Filed 2026-10-29
Crumly & Associates Inc.
DECREASED
Shares3,174 from 3,682
Change-508 (-14%)
Value$1.3M (+$5.4K)
Filed 2026-10-07
Orrstown Financial Services Inc
DECREASED
Shares3,164 from 3,197
Change-33 (-1%)
Value$1.3M (+$166.8K)
Filed 2026-10-14
Rhodes Investment Advisors Inc
DECREASED
Shares3,163 from 5,738
Change-2,575 (-45%)
Value$1.3M (-$700.1K)
Filed 2026-10-07
Allen Capital Group, LLC
DECREASED
Shares3,159 from 3,330
Change-171 (-5%)
Value$1.3M (+$119.5K)
Filed 2026-10-27
Knuff & Co LLC
INCREASED
Shares3,153 from 2,699
Change+454 (+17%)
Value$1.3M (+$332.3K)
Filed 2026-11-06
Prescott Group Capital Management, L.L.C.
UNCHANGED
Shares3,149 from 3,149
Change0 (0%)
Value$1.3M (+$177.3K)
Filed 2026-10-30
Mattern Wealth Management LLC
UNCHANGED
Shares3,137 from 3,137
Change0 (0%)
Value$1.2M (+$176.6K)
Filed 2026-11-04
Green Alpha Advisors, LLC
DECREASED
Shares3,132 from 4,147
Change-1,015 (-24%)
Value$1.2M (-$169.8K)
Filed 2026-10-08
Schear Investment Advisers, LLC
NEW
Shares3,130
Change+3,130
Value$1.2M
Filed 2026-10-14
Tempo Wealth, LLC
DECREASED
Shares3,130 from 3,239
Change-109 (-3%)
Value$1.2M (+$138.9K)
Filed 2026-10-14
Paladin Wealth, LLC
DECREASED
Shares3,123 from 4,428
Change-1,305 (-29%)
Value$1.2M (-$269.3K)
Filed 2026-10-23
Wealth Group, Ltd.
DECREASED
Shares3,115 from 3,646
Change-531 (-15%)
Value$1.2K (-$1.2M)
Filed 2026-10-30
BKM Wealth Management, LLC
DECREASED
Shares3,102 from 3,616
Change-514 (-14%)
Value$1.2M (-$673)
Filed 2026-10-22
Sulzberger Capital Advisors, Inc.
INCREASED
Shares3,082 from 2,850
Change+232 (+8%)
Value$1.2M (+$252.6K)
Filed 2026-10-20
Squire Investment Management Company, LLC
INCREASED
Shares3,066 from 3,064
Change+2 (+0%)
Value$1.2M (+$173.3K)
Filed 2026-11-03
Occidental Asset Management, LLC
DECREASED
Shares3,065 from 3,301
Change-236 (-7%)
Value$1.2M (+$92.0K)
Filed 2026-11-05
Altura Wealth Advisors Inc.
INCREASED
Shares3,065 from 3,052
Change+13 (+0%)
Value$1.2M (+$177.0K)
Filed 2026-10-22
Kimelman & Baird, LLC
UNCHANGED
Shares3,064 from 3,064
Change0 (0%)
Value$1.2M (+$172.5K)
Filed 2026-11-03
Malaga Cove Capital, LLC
INCREASED
Shares3,042 from 2,992
Change+50 (+2%)
Value$1.2M (+$188.3K)
Filed 2026-10-23
Oak Harvest Investment Services
DECREASED
Shares3,000 from 6,500
Change-3,500 (-54%)
Value$1.2M (-$1.0M)
Filed 2026-10-20
Fortem Financial Group, LLC
INCREASED
Shares2,997 from 2,982
Change+15 (+1%)
Value$1.2M (+$173.8K)
Filed 2026-10-20
Saxony Capital Management, LLC
INCREASED
Shares2,996 from 2,936
Change+60 (+2%)
Value$1.2M (+$189.1K)
Filed 2026-10-15
Triad Wealth Partners, LLC
INCREASED
Shares2,973 from 2,740
Change+233 (+9%)
Value$1.2M (+$230.1K)
Filed 2026-10-26
Advisor Resource Council
DECREASED
Shares2,969 from 3,027
Change-58 (-2%)
Value$1.2M (+$125.4K)
Filed 2026-11-05
Walser Wealth Management Company, A Ltd Liability Co
DECREASED
Shares2,968 from 3,100
Change-132 (-4%)
Value$1.2M (+$122.1K)
Filed 2026-10-15
Cromwell Holdings LLC
DECREASED
Shares2,961 from 3,164
Change-203 (-6%)
Value$1.2M (+$97.4K)
Filed 2026-10-28
BlueChip Wealth Advisors LLC
INCREASED
Shares2,958 from 2,705
Change+253 (+9%)
Value$1.2M (+$252.8K)
Filed 2026-11-03
Hohimer Wealth Management, LLC
DECREASED
Shares2,957 from 3,115
Change-158 (-5%)
Value$1.2M (+$112.6K)
Filed 2026-11-04
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares2,948 from 2,756
Change+192 (+7%)
Value$1.2M (+$231.4K)
Filed 2026-10-14
Signature Wealth Management Partners, LLC
DECREASED
Shares2,941 from 2,985
Change-44 (-1%)
Value$1.2M (+$150.5K)
Filed 2026-10-21
Aspiriant, LLC
DECREASED
Shares2,936 from 3,873
Change-937 (-24%)
Value$1.2M (-$154.3K)
Filed 2026-10-16
PUREfi Wealth, LLC
NEW
Shares2,934
Change+2,934
Value$1.2M
Filed 2026-10-19
Fairscale Capital, LLC
INCREASED
Shares2,934 from 2,891
Change+43 (+1%)
Value$1.1M (+$87.6K)
Filed 2026-11-04
NovaPoint Capital, LLC
DECREASED
Shares2,918 from 3,190
Change-272 (-9%)
Value$1.2M (+$71.5K)
Filed 2026-10-22
Virtue Capital Management, LLC
DECREASED
Shares2,911 from 4,494
Change-1,583 (-35%)
Value$1.2M (-$376.0K)
Filed 2026-10-29
Merrion Investment Management Co, LLC
INCREASED
Shares2,904 from 2,154
Change+750 (+35%)
Value$1.2M (+$419.2K)
Filed 2026-10-16
First Merchants Corp
INCREASED
Shares2,904 from 2,900
Change+4 (+0%)
Value$1.2M (+$164.8K)
Filed 2026-10-15
Wealth Intelligence, LLC
DECREASED
Shares2,880 from 3,405
Change-525 (-15%)
Value$1.1M (-$16.9K)
Filed 2026-10-16
Coyle Financial Counsel LLC
DECREASED
Shares2,880 from 2,929
Change-49 (-2%)
Value$1.1M (+$145.4K)
Filed 2026-10-28
Rothwell Investment Advisors, LLC
NEW
Shares2,869
Change+2,869
Value$1.1M
Filed 2026-11-06
Bochk Asset Management Ltd
DECREASED
Shares2,820 from 8,100
Change-5,280 (-65%)
Value$1.1M (-$1.6M)
Filed 2026-10-29
TriaGen Wealth Management LLC
NEW
Shares2,812
Change+2,812
Value$1.1M
Filed 2026-10-14
Pinnacle Bancorp, Inc.
INCREASED
Shares2,805 from 2,800
Change+5 (+0%)
Value$1.1M (+$159.6K)
Filed 2026-10-21
Beacon Bank & Trust
INCREASED
Shares2,796 from 2,640
Change+156 (+6%)
Value$1.1M (+$210.6K)
Filed 2026-10-27
BayBridge Capital Group, LLC
DECREASED
Shares2,790 from 3,092
Change-302 (-10%)
Value$1.1M (+$54.0K)
Filed 2026-10-13
First Community Trust NA
UNCHANGED
Shares2,782 from 2,782
Change0 (0%)
Value$1.1M (+$156.6K)
Filed 2026-10-07
Klingman & Associates, LLC
INCREASED
Shares2,759 from 2,647
Change+112 (+4%)
Value$1.1M (+$193.5K)
Filed 2026-10-20
Eagle Wealth Advisors LLC
INCREASED
Shares2,739 from 2,660
Change+79 (+3%)
Value$1.1M (+$181.1K)
Filed 2026-10-20
Canopy Partners, LLC
INCREASED
Shares2,733 from 2,711
Change+22 (+1%)
Value$1.1M (+$161.3K)
Filed 2026-10-28
Absolute Capital Management, LLC
NEW
Shares2,721
Change+2,721
Value$1.1M
Filed 2026-10-16
Trueblood Wealth Management, LLC
DECREASED
Shares2,718 from 2,726
Change-8 (0%)
Value$1.1M (+$150.3K)
Filed 2026-10-23
Axxcess Wealth Management, LLC
DECREASED
Shares2,703 from 6,997
Change-4,294 (-61%)
Value$1.1M (-$1.3M)
Filed 2026-10-21
Laurel OAK Wealth Management, LLC
DECREASED
Shares2,690 from 2,905
Change-215 (-7%)
Value$1.1M (+$78.2K)
Filed 2026-10-19
Oslo Pensjonsforsikring AS
DECREASED
Shares2,689 from 3,009
Change-320 (-11%)
Value$1.1M (+$42.2K)
Filed 2026-10-15
Almanack Investment Partners, Llc.
INCREASED
Shares2,667 from 2,599
Change+68 (+3%)
Value$1.1M (+$173.3K)
Filed 2026-11-03
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares2,667 from 2,652
Change+15 (+1%)
Value$1.1M (+$155.2K)
Filed 2026-10-13
Eleva Capital SAS
NEW
Shares2,665
Change+2,665
Value$1.1M
Filed 2026-10-06
AMG National Trust Bank
INCREASED
Shares2,656 from 2,162
Change+494 (+23%)
Value$1.1M (+$317.8K)
Filed 2026-11-05
Marion Wealth Management
DECREASED
Shares2,650 from 2,847
Change-197 (-7%)
Value$1.1M (+$82.0K)
Filed 2026-10-22
BankPlus Wealth Management LLC
DECREASED
Shares2,645 from 3,276
Change-631 (-19%)
Value$1.1M (-$66.7K)
Filed 2026-10-13
Greg Jennings, LLC
NEW
Shares2,635
Change+2,635
Value$1.0M
Filed 2026-10-19
Sovran Advisors, LLC
INCREASED
Shares2,635 from 2,497
Change+138 (+6%)
Value$1.0M (+$206.3K)
Filed 2026-11-02
Cascade Investment Group, Inc.
INCREASED
Shares2,630 from 2,607
Change+23 (+1%)
Value$1.0M (+$155.9K)
Filed 2026-10-13
LVW Advisors, LLC
DECREASED
Shares2,612 from 2,872
Change-260 (-9%)
Value$1.0M (+$58.4K)
Filed 2026-10-19
Argos Wealth Advisors, LLC
UNCHANGED
Shares2,588 from 2,588
Change0 (0%)
Value$1.0M (+$145.7K)
Filed 2026-11-02
Crown Wealth Group, LLC
DECREASED
Shares2,562 from 2,688
Change-126 (-5%)
Value$1.0M (+$101.2K)
Filed 2026-10-19
Verum Partners LLC
INCREASED
Shares2,553 from 2,529
Change+24 (+1%)
Value$1.0M (+$151.9K)
Filed 2026-10-21
Elyxium Wealth, LLC
INCREASED
Shares2,529 from 2,397
Change+132 (+6%)
Value$1.0M (+$187.4K)
Filed 2026-10-27
Versant Capital Management, Inc
INCREASED
Shares2,502 from 1,883
Change+619 (+33%)
Value$994.1K (+$351.9K)
Filed 2026-10-02
Artemis Wealth Advisors, LLC
NEW
Shares2,500
Change+2,500
Value$993.3K
Filed 2026-11-05
1900 Wealth Management LLC
INCREASED
Shares2,497 from 1,736
Change+761 (+44%)
Value$992.1K (+$400.1K)
Filed 2026-10-13
Ticino Wealth
DECREASED
Shares2,490 from 3,090
Change-600 (-19%)
Value$989.3K (-$64.5K)
Filed 2026-10-13
First Heartland Consultants, Inc.
INCREASED
Shares2,486 from 1,941
Change+545 (+28%)
Value$987.7K (+$325.8K)
Filed 2026-10-08
Pachira Investments Inc.
DECREASED
Shares2,484 from 2,528
Change-44 (-2%)
Value$986.9K (+$124.8K)
Filed 2026-10-14
Income Insurance Ltd
UNCHANGED
Shares2,484 from 2,484
Change0 (0%)
Value$986.9K (+$139.8K)
Filed 2026-10-21
Lewis Asset Management, LLC
DECREASED
Shares2,483 from 2,828
Change-345 (-12%)
Value$986.4K (+$22.0K)
Filed 2026-10-14
Broadway Wealth Solutions, Inc.
DECREASED
Shares2,477 from 2,979
Change-502 (-17%)
Value$984.1K (-$31.8K)
Filed 2026-10-21
Visionary Wealth Advisors
DECREASED
Shares2,471 from 2,758
Change-287 (-10%)
Value$981.8K (+$41.2K)
Filed 2026-11-04
KCM Investment Advisors LLC
INCREASED
Shares2,466 from 2,350
Change+116 (+5%)
Value$979.8K (+$178.4K)
Filed 2026-10-27
Congress Asset Management Co
DECREASED
Shares2,464 from 2,648
Change-184 (-7%)
Value$978.9K (+$75.9K)
Filed 2026-10-06
Golden Reserve Retirement LLC
NEW
Shares2,455
Change+2,455
Value$975.4K
Filed 2026-11-02
Richardson Financial Services Inc.
DECREASED
Shares2,450 from 3,083
Change-633 (-21%)
Value$973.0K (-$78.0K)
Filed 2026-10-30
Howland Capital Management LLC
DECREASED
Shares2,444 from 3,045
Change-601 (-20%)
Value$971.0K (-$67.4K)
Filed 2026-10-22
Wendell David Associates Inc
DECREASED
Shares2,440 from 2,640
Change-200 (-8%)
Value$969 (-$899.0K)
Filed 2026-10-27
Legacy Advisors, LLC
DECREASED
Shares2,426 from 2,456
Change-30 (-1%)
Value$963.8K (+$126.3K)
Filed 2026-10-19
Union Savings Bank
DECREASED
Shares2,420 from 2,795
Change-375 (-13%)
Value$961.5K (+$8.3K)
Filed 2026-10-14
Advisortrust Partners, LLC
UNCHANGED
Shares2,415 from 2,415
Change0 (0%)
Value$959.5K (+$135.9K)
Filed 2026-11-02
Millennium Capital Advisors, LLC
INCREASED
Shares2,387 from 2,287
Change+100 (+4%)
Value$948.4K (+$168.5K)
Filed 2026-10-16
MCF Advisors LLC
INCREASED
Shares2,386 from 2,148
Change+238 (+11%)
Value$948.0K (+$215.5K)
Filed 2026-10-28
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares2,370 from 2,585
Change-215 (-8%)
Value$941.6K (+$60.1K)
Filed 2026-11-04
Asset One Wealth Management LLC
UNCHANGED
Shares2,338 from 2,338
Change0 (0%)
Value$928.9K (+$101.2K)
Filed 2026-11-02
Smith Salley Wealth Management
INCREASED
Shares2,337 from 1,241
Change+1,096 (+88%)
Value$928.5K (+$505.3K)
Filed 2026-11-03
Moss Adams Wealth Advisors LLC
DECREASED
Shares2,335 from 2,877
Change-542 (-19%)
Value$927.8K (-$53.4K)
Filed 2026-10-28
Forza Wealth Management, LLC
DECREASED
Shares2,334 from 4,651
Change-2,317 (-50%)
Value$927.3K (-$658.8K)
Filed 2026-10-20
Copeland Capital Management, LLC
NEW
Shares2,326
Change+2,326
Value$924.1K
Filed 2026-10-13
Palacios Wealth Management, LLC
INCREASED
Shares2,311 from 2,232
Change+79 (+4%)
Value$918.2K (+$157.0K)
Filed 2026-11-04
Elevation Wealth Partners, LLC
INCREASED
Shares2,302 from 2,281
Change+21 (+1%)
Value$914.6K (+$136.7K)
Filed 2026-10-07
Elm3 Financial Group, LLC
DECREASED
Shares2,301 from 2,518
Change-217 (-9%)
Value$914.2K (+$55.5K)
Filed 2026-10-07
Costello Asset Management, Inc
DECREASED
Shares2,285 from 2,756
Change-471 (-17%)
Value$907.9K (-$32.0K)
Filed 2026-10-30
Naples Global Advisors, LLC
DECREASED
Shares2,279 from 2,329
Change-50 (-2%)
Value$905.5K (+$111.2K)
Filed 2026-11-05
Carnegie Investment Counsel
INCREASED
Shares2,274 from 1,453
Change+821 (+57%)
Value$903.5K (+$408.0K)
Filed 2026-10-20
Clarity Wealth Advisors, LLC
UNCHANGED
Shares2,267 from 2,267
Change0 (0%)
Value$900.7K (+$127.6K)
Filed 2026-10-21
Asahi Life Asset Management Co., Ltd.
NEW
Shares2,266
Change+2,266
Value$900.3K
Filed 2026-11-06
Ariadne Wealth Management, LP
DECREASED
Shares2,265 from 2,339
Change-74 (-3%)
Value$899.9K (+$102.3K)
Filed 2026-11-06
Tcfg Investment Advisors, LLC
INCREASED
Shares2,258 from 2,028
Change+230 (+11%)
Value$897.1K (+$205.5K)
Filed 2026-10-20
First United Bank & Trust
INCREASED
Shares2,238 from 1,675
Change+563 (+34%)
Value$889.2K (+$318.0K)
Filed 2026-10-22
Carlson Financial, Inc.
INCREASED
Shares2,238 from 2,235
Change+3 (+0%)
Value$889.2K (+$127.0K)
Filed 2026-11-05
Waystone Advisors LLC
DECREASED
Shares2,236 from 2,238
Change-2 (0%)
Value$762.5K (-$682)
Filed 2026-10-16
Carroll Advisory Group, LLC
NEW
Shares2,232
Change+2,232
Value$886.8K
Filed 2026-10-16
Cdkv Holdings LLC
DECREASED
Shares2,225 from 2,340
Change-115 (-5%)
Value$884.0K (+$86.0K)
Filed 2026-10-28
Trilogy Capital Inc.
INCREASED
Shares2,224 from 2,127
Change+97 (+5%)
Value$883.8K (+$158.4K)
Filed 2026-10-20
Hudock, Inc.
DECREASED
Shares2,220 from 2,419
Change-199 (-8%)
Value$882.4K (+$57.2K)
Filed 2026-10-14
Keudell ison Wealth Management
DECREASED
Shares2,218 from 2,450
Change-232 (-9%)
Value$881.2K (+$45.7K)
Filed 2026-10-16
Nichols & Pratt Advisers LLP
INCREASED
Shares2,210 from 2,130
Change+80 (+4%)
Value$875.7K (+$149.3K)
Filed 2026-10-13
SBE LLC DBA Cedar Cove Wealth Partners
INCREASED
Shares2,209 from 2,046
Change+163 (+8%)
Value$877.8K (+$180.0K)
Filed 2026-10-15
Northbridge Financial Group, LLC
INCREASED
Shares2,205 from 1,736
Change+469 (+27%)
Value$925.9K (+$333.9K)
Filed 2026-11-05
Leo Wealth, LLC
NEW
Shares2,200
Change+2,200
Value$874.1K
Filed 2026-10-26
Citizens National Bank Trust Department
UNCHANGED
Shares2,200 from 2,200
Change0 (0%)
Value$874.1K (+$123.8K)
Filed 2026-11-04
Relyea Zuckerberg Hanson LLC
DECREASED
Shares2,198 from 2,225
Change-27 (-1%)
Value$873.3K (+$114.5K)
Filed 2026-10-20
Rational Advisors, Inc.
INCREASED
Shares2,194 from 1,416
Change+778 (+55%)
Value$871.7K (+$388.8K)
Filed 2026-11-02
J2 Capital Management Inc
DECREASED
Shares2,191 from 3,255
Change-1,064 (-33%)
Value$870.3K (-$239.7K)
Filed 2026-10-19
Phoenix Wealth Advisors
UNCHANGED
Shares2,190 from 2,190
Change0 (0%)
Value$870.1K (+$123.3K)
Filed 2026-11-03
Accuvest Global Advisors
DECREASED
Shares2,189 from 3,511
Change-1,322 (-38%)
Value$870.0K (-$327.0K)
Filed 2026-11-04
Advisory Solutions Group, LLC
NEW
Shares2,187
Change+2,187
Value$868.9K
Filed 2026-10-14
M.E. Allison & Co., Inc.
UNCHANGED
Shares2,184 from 2,184
Change0 (0%)
Value$867.7K (+$122.9K)
Filed 2026-10-09
OceanIQ Capital, LLC
NEW
Shares2,183
Change+2,183
Value$866.7K
Filed 2026-10-19
Kelleher Financial Advisors
DECREASED
Shares2,176 from 2,733
Change-557 (-20%)
Value$864.7K (-$67.3K)
Filed 2026-10-30
Grey Ledge Advisors, LLC
UNCHANGED
Shares2,176 from 2,176
Change0 (0%)
Value$864.5K (+$122.5K)
Filed 2026-11-02
M Holdings Securities, Inc.
NEW
Shares2,169
Change+2,169
Value$786
Filed 2026-11-03
Rossby Financial, LCC
INCREASED
Shares2,167 from 1,701
Change+466 (+27%)
Value$861.0K (+$280.9K)
Filed 2026-11-05
Total Clarity Wealth Management, Inc.
DECREASED
Shares2,166 from 2,556
Change-390 (-15%)
Value$860.6K (-$11.1K)
Filed 2026-10-26
Winthrop Advisory Group LLC
INCREASED
Shares2,154 from 2,000
Change+154 (+8%)
Value$855.8K (+$173.8K)
Filed 2026-10-22
Boston Trust Walden Corp
UNCHANGED
Shares2,153 from 2,153
Change0 (0%)
Value$855.4K (+$121.2K)
Filed 2026-10-30
One Wealth Capital Management, LLC
INCREASED
Shares2,145 from 711
Change+1,434 (+202%)
Value$852.2K (+$609.8K)
Filed 2026-10-23
Iams Wealth Management, LLC
NEW
Shares2,139
Change+2,139
Value$849.8K
Filed 2026-10-15
Hunter Associates Investment Management LLC
DECREASED
Shares2,130 from 2,152
Change-22 (-1%)
Value$847 (-$734.2K)
Filed 2026-10-26
Beacon Financial Group
INCREASED
Shares2,126 from 1,841
Change+285 (+15%)
Value$844.7K (+$216.9K)
Filed 2026-10-19
Northstar Asset Management Co
DECREASED
Shares2,125 from 2,400
Change-275 (-11%)
Value$737.9K (-$39.2K)
Filed 2026-10-22
Zullo Investment Group, Inc.
DECREASED
Shares2,118 from 2,119
Change-1 (0%)
Value$841.5K (+$118.9K)
Filed 2026-10-20
Avantra Family Wealth, Inc.
INCREASED
Shares2,116 from 2,001
Change+115 (+6%)
Value$840.6K (+$158.2K)
Filed 2026-10-20
Childress Capital Advisors, LLC
DECREASED
Shares2,108 from 2,212
Change-104 (-5%)
Value$837.6K (+$83.2K)
Filed 2026-10-28
Novem Group
DECREASED
Shares2,106 from 2,202
Change-96 (-4%)
Value$836.7K (+$85.8K)
Filed 2026-10-19
Yorktown Management & Research Co Inc
UNCHANGED
Shares2,090 from 2,090
Change0 (0%)
Value$830.4K (+$117.6K)
Filed 2026-10-28
Root Financial Partners, LLC
INCREASED
Shares2,087 from 1,698
Change+389 (+23%)
Value$829.2K (+$250.1K)
Filed 2026-10-21
Swiss RE LTD
INCREASED
Shares2,085 from 1,267
Change+818 (+65%)
Value$828.4K (+$396.3K)
Filed 2026-11-06
Martin Capital Advisors, LLP
DECREASED
Shares2,082 from 2,212
Change-130 (-6%)
Value$827.2K (+$72.9K)
Filed 2026-10-15
Lodestar Private Asset Management LLC
INCREASED
Shares2,082 from 2,068
Change+14 (+1%)
Value$827.2K (+$122.0K)
Filed 2026-10-26
Western Pacific Wealth Management, LP
DECREASED
Shares2,072 from 2,220
Change-148 (-7%)
Value$823.2K (+$66.2K)
Filed 2026-10-16
Highline Wealth Partners LLC
INCREASED
Shares2,069 from 2,030
Change+39 (+2%)
Value$822.0K (+$129.8K)
Filed 2026-10-19
May Hill Capital, LLC
INCREASED
Shares2,065 from 1,993
Change+72 (+4%)
Value$820.4K (+$140.8K)
Filed 2026-11-03
IronOak Wealth Llc.
NEW
Shares2,062
Change+2,062
Value$819.3K
Filed 2026-11-06
Stableford Capital II LLC
DECREASED
Shares2,054 from 2,099
Change-45 (-2%)
Value$816.1K (+$100.3K)
Filed 2026-10-09
Uniting Wealth Partners, LLC
INCREASED
Shares2,054 from 2,017
Change+37 (+2%)
Value$816.1K (+$128.2K)
Filed 2026-11-06
Fiduciary Family Office, LLC
INCREASED
Shares2,053 from 1,889
Change+164 (+9%)
Value$815.7K (+$171.5K)
Filed 2026-11-04
Kingsbury Capital Investment Advisors LLC
DECREASED
Shares2,051 from 2,061
Change-10 (0%)
Value$814.9K (+$112.0K)
Filed 2026-10-20
Sound Income Strategies, LLC
DECREASED
Shares2,050 from 2,206
Change-156 (-7%)
Value$816.9K (+$64.6K)
Filed 2026-10-09
Outlook Wealth Advisors, LLC
INCREASED
Shares2,046 from 2,028
Change+18 (+1%)
Value$812.7K (+$121.3K)
Filed 2026-10-28
WBI Investments, LLC
INCREASED
Shares2,043 from 1,656
Change+387 (+23%)
Value$811.8K (+$247.0K)
Filed 2026-11-05
World Equity Group, Inc.
DECREASED
Shares2,042 from 2,721
Change-679 (-25%)
Value$811.3K (-$116.6K)
Filed 2026-10-14
Rinkey Investments
UNCHANGED
Shares2,030 from 2,030
Change0 (0%)
Value$806.5K (+$114.3K)
Filed 2026-10-28
Carmel Capital Partners, LLC
INCREASED
Shares2,016 from 2,007
Change+9 (+0%)
Value$801.0K (+$116.6K)
Filed 2026-11-03
Lighthouse Financial LLC
DECREASED
Shares2,006 from 2,026
Change-20 (-1%)
Value$797.0K (+$106.1K)
Filed 2026-10-23
Guardian Investment Management
NEW
Shares2,004
Change+2,004
Value$796.2K
Filed 2026-10-23
Invera Wealth Advisors, LLC
INCREASED
Shares2,000 from 1,999
Change+1 (+0%)
Value$794.6K (+$112.9K)
Filed 2026-10-28
Worthington Financial Partners, LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$794.6K (+$112.6K)
Filed 2026-10-13
Violich Capital Management, Inc.
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$794.6K (+$112.6K)
Filed 2026-10-05
Embree Financial Group
INCREASED
Shares1,999 from 1,341
Change+658 (+49%)
Value$794.2K (+$336.9K)
Filed 2026-10-22
McGlone Suttner Wealth Management, Inc.
INCREASED
Shares1,994 from 1,981
Change+13 (+1%)
Value$792.2K (+$116.7K)
Filed 2026-10-13
VUB Generali dochodkova spravcovska spolocnost, a.s.
INCREASED
Shares1,987 from 1,453
Change+534 (+37%)
Value$789.5K (+$294.0K)
Filed 2026-10-26
Curated Wealth Partners LLC
INCREASED
Shares1,983 from 1,050
Change+933 (+89%)
Value$787.9K (+$429.8K)
Filed 2026-10-15
Mlp3, LLC
INCREASED
Shares1,976 from 1,922
Change+54 (+3%)
Value$785.1K (+$129.6K)
Filed 2026-10-22
Abel Hall, LLC
INCREASED
Shares1,971 from 1,958
Change+13 (+1%)
Value$783.1K (+$115.4K)
Filed 2026-10-19
Dale Q Rice Investment Management Ltd
UNCHANGED
Shares1,971 from 1,971
Change0 (0%)
Value$783.1K (+$110.9K)
Filed 2026-10-09
DLK Investment Management, LLC
INCREASED
Shares1,969 from 872
Change+1,097 (+126%)
Value$782.3K (+$486.7K)
Filed 2026-10-09
BXM Wealth LLC
UNCHANGED
Shares1,968 from 1,968
Change0 (0%)
Value$781.9K (+$110.8K)
Filed 2026-11-03
Cambridge Advisors Inc.
DECREASED
Shares1,960 from 2,005
Change-45 (-2%)
Value$778.7K (+$95.0K)
Filed 2026-10-19
Atala Financial Inc
DECREASED
Shares1,959 from 1,970
Change-11 (-1%)
Value$778.3K (+$106.5K)
Filed 2026-10-22
Grandview Asset Management LLC
INCREASED
Shares1,955 from 1,940
Change+15 (+1%)
Value$776.7K (+$115.2K)
Filed 2026-10-19
3Chopt Investment Partners, LLC
INCREASED
Shares1,951 from 1,720
Change+231 (+13%)
Value$775.2K (+$188.6K)
Filed 2026-10-30
Cohen Capital Management, Inc.
UNCHANGED
Shares1,948 from 1,948
Change0 (0%)
Value$774.0K (+$109.7K)
Filed 2026-10-14
Aspen Investment Management Inc
DECREASED
Shares1,931 from 1,951
Change-20 (-1%)
Value$767 (+$102)
Filed 2026-11-05
Bigelow Investment Advisors, LLC
INCREASED
Shares1,920 from 1,915
Change+5 (+0%)
Value$762.8K (+$109.8K)
Filed 2026-10-13
Oarsman Capital, Inc.
DECREASED
Shares1,919 from 1,937
Change-18 (-1%)
Value$762.4K (+$101.9K)
Filed 2026-11-05
Pennsylvania Capital Management Inc
INCREASED
Shares1,918 from 1,799
Change+119 (+7%)
Value$762.0K (+$148.5K)
Filed 2026-11-05
Perennial Advisors, LLC
DECREASED
Shares1,915 from 1,920
Change-5 (0%)
Value$760.8K (+$106.1K)
Filed 2026-10-13
Kestra Investment Management, LLC
INCREASED
Shares1,907 from 1,566
Change+341 (+22%)
Value$757.7K (+$223.6K)
Filed 2026-11-04
Rose Capital Advisors LLC
INCREASED
Shares1,901 from 1,459
Change+442 (+30%)
Value$755.3K (+$257.7K)
Filed 2026-11-04
Financial Solutions Advisory Group, Inc.
INCREASED
Shares1,897 from 1,891
Change+6 (+0%)
Value$648.6K (+$8.9K)
Filed 2026-10-28
CLG LLC
INCREASED
Shares1,894 from 1,846
Change+48 (+3%)
Value$752.3K (+$123.0K)
Filed 2026-10-13
LexAurum Advisors, LLC
DECREASED
Shares1,893 from 1,973
Change-80 (-4%)
Value$752.1K (+$79.3K)
Filed 2026-10-19
Triumph Capital Management
DECREASED
Shares1,886 from 1,927
Change-41 (-2%)
Value$749.5K (+$92.3K)
Filed 2026-10-14
Rakuten Securities, Inc.
INCREASED
Shares1,882 from 1,453
Change+429 (+30%)
Value$747.7K (+$252.2K)
Filed 2026-11-02
SmartHarvest Portfolios, LLC
DECREASED
Shares1,878 from 2,245
Change-367 (-16%)
Value$746.0K (-$19.7K)
Filed 2026-10-26
Prevail Innovative Wealth Advisors, LLC
INCREASED
Shares1,877 from 1,745
Change+132 (+8%)
Value$761.3K (+$166.2K)
Filed 2026-10-20
Signature Estate & Investment Advisors LLC
INCREASED
Shares1,868 from 1,342
Change+526 (+39%)
Value$742.2K (+$284.1K)
Filed 2026-10-13
Montz Harcus Wealth Management LLC
INCREASED
Shares1,864 from 1,793
Change+71 (+4%)
Value$740.6K (+$129.1K)
Filed 2026-10-09
KW Wealth Management LLC
NEW
Shares1,860
Change+1,860
Value$739.4K
Filed 2026-10-28
Granville Capital, Inc.
INCREASED
Shares1,854 from 1,810
Change+44 (+2%)
Value$736.6K (+$119.4K)
Filed 2026-11-05
Lipe & Dalton
UNCHANGED
Shares1,850 from 1,850
Change0 (0%)
Value$735 (+$104)
Filed 2026-10-15
Onyx Bridge Wealth Group LLC
INCREASED
Shares1,848 from 1,845
Change+3 (+0%)
Value$734.2K (+$105.0K)
Filed 2026-10-16
Valmark Advisers, Inc.
INCREASED
Shares1,840 from 1,759
Change+81 (+5%)
Value$731.1K (+$131.2K)
Filed 2026-11-06
MBA Advisors LLC
INCREASED
Shares1,840 from 1,810
Change+30 (+2%)
Value$731.1K (+$113.8K)
Filed 2026-10-29
Kingsman Wealth Management, Inc.
INCREASED
Shares1,838 from 1,216
Change+622 (+51%)
Value$730.3K (+$315.6K)
Filed 2026-10-13
Princeton Capital Management LLC
DECREASED
Shares1,833 from 1,834
Change-1 (0%)
Value$728.3K (+$102.8K)
Filed 2026-10-27
Abacus Wealth Partners, LLC
INCREASED
Shares1,824 from 1,208
Change+616 (+51%)
Value$724.7K (+$312.7K)
Filed 2026-11-03
Summit Wealth Group LLC / Co
INCREASED
Shares1,820 from 1,690
Change+130 (+8%)
Value$723.1K (+$146.8K)
Filed 2026-10-29
AdvisorNet Financial, Inc
DECREASED
Shares1,817 from 1,841
Change-24 (-1%)
Value$681.4K (+$53.6K)
Filed 2026-10-15
Signature Equity Partners, LLC
DECREASED
Shares1,813 from 2,176
Change-363 (-17%)
Value$720.3K (-$21.7K)
Filed 2026-10-29
Thryve Wealth Management LLC
UNCHANGED
Shares1,806 from 1,806
Change0 (0%)
Value$717.5K (+$101.7K)
Filed 2026-10-09
Archer Investment Corp
DECREASED
Shares1,798 from 1,848
Change-50 (-3%)
Value$714.4K (+$84.2K)
Filed 2026-11-05
Powers Advisory Group, LLC
INCREASED
Shares1,795 from 1,794
Change+1 (+0%)
Value$713.3K (+$101.5K)
Filed 2026-10-14
Garde Capital, Inc.
INCREASED
Shares1,782 from 1,774
Change+8 (+0%)
Value$708.0K (+$103.0K)
Filed 2026-10-29
Jacobsen Capital Management
DECREASED
Shares1,774 from 1,833
Change-59 (-3%)
Value$704.8K (+$79.7K)
Filed 2026-10-27
MW Advisory, LLC
INCREASED
Shares1,770 from 1,465
Change+305 (+21%)
Value$703.2K (+$203.6K)
Filed 2026-10-19
JGP Wealth Management, LLC
DECREASED
Shares1,769 from 1,770
Change-1 (0%)
Value$703.0K (+$99.3K)
Filed 2026-10-13
Ascentis Wealth Management, LLC
INCREASED
Shares1,765 from 253
Change+1,512 (+598%)
Value$701.2K (+$614.9K)
Filed 2026-11-03
Jackson Creek Investment Advisors LLC
DECREASED
Shares1,764 from 1,782
Change-18 (-1%)
Value$701 (+$110)
Filed 2026-11-04
BancFirst Trust & Investment Management
DECREASED
Shares1,761 from 2,679
Change-918 (-34%)
Value$684.0K (-$205.4K)
Filed 2026-10-30
Grimes & Co Wealth Management, LLC
DECREASED
Shares1,760 from 2,270
Change-510 (-22%)
Value$699.3K (-$74.7K)
Filed 2026-10-29
Kesler, Norman & Wride, LLC
NEW
Shares1,759
Change+1,759
Value$698.9K
Filed 2026-11-06
Commonwealth Financial Services, LLC
DECREASED
Shares1,756 from 2,513
Change-757 (-30%)
Value$697.7K (-$159.3K)
Filed 2026-10-20
Intrua Financial, LLC
DECREASED
Shares1,755 from 1,865
Change-110 (-6%)
Value$697.3K (+$61.3K)
Filed 2026-10-28
WBH Advisory Inc
UNCHANGED
Shares1,752 from 1,752
Change0 (0%)
Value$696.1K (+$98.6K)
Filed 2026-11-05
Wagner Wealth Management, LLC
INCREASED
Shares1,745 from 1,712
Change+33 (+2%)
Value$693.3K (+$109.5K)
Filed 2026-10-21
Legacy Capital Wealth Partners, LLC
DECREASED
Shares1,743 from 1,750
Change-7 (0%)
Value$692.5K (+$95.7K)
Filed 2026-10-21
Wealth Effects LLC
DECREASED
Shares1,740 from 1,878
Change-138 (-7%)
Value$691.4K (+$50.9K)
Filed 2026-10-23
Cove Private Wealth, LLC
UNCHANGED
Shares1,730 from 1,730
Change0 (0%)
Value$687.3K (+$97.4K)
Filed 2026-10-28
Weaver Capital Management LLC
NEW
Shares1,729
Change+1,729
Value$686.9K
Filed 2026-10-15
Tuttle Capital Management, LLC
NEW
Shares1,727
Change+1,727
Value$686.2K
Filed 2026-10-21
Green Ridge Wealth Planning LLC
DECREASED
Shares1,717 from 1,719
Change-2 (0%)
Value$682.2K (+$96.0K)
Filed 2026-10-08
Nadler Financial Group, Inc.
UNCHANGED
Shares1,717 from 1,717
Change0 (0%)
Value$682.2K (+$96.7K)
Filed 2026-10-23
Banque de Luxembourg S.A.
UNCHANGED
Shares1,702 from 1,702
Change0 (0%)
Value$676.2K (+$95.8K)
Filed 2026-10-14
Bill Few Associates, Inc.
DECREASED
Shares1,695 from 1,812
Change-117 (-6%)
Value$673.4K (+$55.5K)
Filed 2026-10-09
Turning Point Benefit Group, Inc.
DECREASED
Shares1,693 from 1,852
Change-159 (-9%)
Value$670.9K (+$37.6K)
Filed 2026-10-28
TrueWealth Advisors, LLC
DECREASED
Shares1,688 from 1,841
Change-153 (-8%)
Value$670.7K (+$42.8K)
Filed 2026-10-09
Hall Laurie J Trustee
DECREASED
Shares1,686 from 1,760
Change-74 (-4%)
Value$669.9K (+$69.7K)
Filed 2026-10-06
AM Investment Strategies LLC
DECREASED
Shares1,677 from 1,761
Change-84 (-5%)
Value$666 (+$65)
Filed 2026-11-05
Ellsworth Advisors, LLC
INCREASED
Shares1,677 from 1,656
Change+21 (+1%)
Value$666.3K (+$80.0K)
Filed 2026-10-15
Impact Capital Partners LLC
DECREASED
Shares1,671 from 1,703
Change-32 (-2%)
Value$663.9K (+$83.1K)
Filed 2026-10-22
Capital Management Associates, Inc
DECREASED
Shares1,667 from 1,700
Change-33 (-2%)
Value$662.3K (+$82.6K)
Filed 2026-10-20
Whelan Financial
INCREASED
Shares1,661 from 1,486
Change+175 (+12%)
Value$659.9K (+$153.2K)
Filed 2026-10-28
Hanseatic Management Services Inc
NEW
Shares1,656
Change+1,656
Value$657.9K
Filed 2026-10-27
McAdam, LLC
DECREASED
Shares1,642 from 3,673
Change-2,031 (-55%)
Value$652.3K (-$600.2K)
Filed 2026-10-21
1620 Investment Advisors, Inc.
DECREASED
Shares1,641 from 2,087
Change-446 (-21%)
Value$651.9K (-$60.1K)
Filed 2026-11-04
Waterway Wealth Management, LLC
NEW
Shares1,637
Change+1,637
Value$650.4K
Filed 2026-10-28
Beacon Financial Advisory LLC
INCREASED
Shares1,633 from 1,611
Change+22 (+1%)
Value$648.8K (+$99.4K)
Filed 2026-10-16
Sageworth Trust Co
UNCHANGED
Shares1,627 from 1,627
Change0 (0%)
Value$646.4K (+$91.6K)
Filed 2026-10-30
Montchanin Asset Management, LLC
UNCHANGED
Shares1,620 from 1,620
Change0 (0%)
Value$644 (-$551.4K)
Filed 2026-11-02
WealthBridge Capital Management, LLC
INCREASED
Shares1,618 from 1,571
Change+47 (+3%)
Value$642.9K (+$107.2K)
Filed 2026-10-16
Enterprise Financial Services Corp
INCREASED
Shares1,616 from 1,592
Change+24 (+2%)
Value$642.1K (+$99.1K)
Filed 2026-11-03
Legacy Financial Strategies, LLC
DECREASED
Shares1,607 from 1,638
Change-31 (-2%)
Value$638.5K (+$79.9K)
Filed 2026-10-15
Foster Group, Inc.
INCREASED
Shares1,604 from 1,542
Change+62 (+4%)
Value$637.3K (+$111.4K)
Filed 2026-10-13
Vigilare Wealth Management
UNCHANGED
Shares1,603 from 1,603
Change0 (0%)
Value$636.9K (+$90.2K)
Filed 2026-10-29
Succession Financial, Inc.
UNCHANGED
Shares1,602 from 1,602
Change0 (0%)
Value$636.5K (+$90.2K)
Filed 2026-10-14
Dara Capital US, Inc.
DECREASED
Shares1,600 from 8,234
Change-6,634 (-81%)
Value$635.7K (-$2.2M)
Filed 2026-10-29
Armstrong Advisory Group, Inc
INCREASED
Shares1,599 from 1,418
Change+181 (+13%)
Value$635.3K (+$151.7K)
Filed 2026-10-09
Lantern Wealth Advisors, LLC
INCREASED
Shares1,586 from 1,324
Change+262 (+20%)
Value$630.1K (+$178.6K)
Filed 2026-10-22
Financial Management Professionals, Inc.
DECREASED
Shares1,581 from 1,606
Change-25 (-2%)
Value$628.1K (+$80.3K)
Filed 2026-10-23
Opal Wealth Advisors, LLC
INCREASED
Shares1,576 from 1,515
Change+61 (+4%)
Value$626.2K (+$109.5K)
Filed 2026-10-16
Arsenal Capital Advisors LLC
INCREASED
Shares1,569 from 1,340
Change+229 (+17%)
Value$623.4K (+$166.4K)
Filed 2026-11-02
First Bancorp, Inc
DECREASED
Shares1,566 from 1,836
Change-270 (-15%)
Value$622.2K (-$3.9K)
Filed 2026-10-26
Foundry Financial LLC
INCREASED
Shares1,555 from 1,355
Change+200 (+15%)
Value$617.8K (+$155.7K)
Filed 2026-10-16
Nautilus Advisors LLC
DECREASED
Shares1,554 from 1,575
Change-21 (-1%)
Value$617.4K (+$104.1K)
Filed 2026-10-07
Earned Wealth Advisors, LLC
INCREASED
Shares1,553 from 1,518
Change+35 (+2%)
Value$617.0K (+$99.4K)
Filed 2026-11-06
Well Done, LLC
DECREASED
Shares1,543 from 2,026
Change-483 (-24%)
Value$613.1K (-$77.9K)
Filed 2026-10-20
Vicus Capital
NEW
Shares1,539
Change+1,539
Value$611.5K
Filed 2026-11-05
Tctc Holdings, LLC
UNCHANGED
Shares1,536 from 1,536
Change0 (0%)
Value$610.3K (+$86.5K)
Filed 2026-11-02
Black Diamond Financial, LLC
INCREASED
Shares1,535 from 1,350
Change+185 (+14%)
Value$609.9K (+$149.5K)
Filed 2026-10-26
Victrix Investment Advisors
DECREASED
Shares1,534 from 1,554
Change-20 (-1%)
Value$609.5K (+$79.5K)
Filed 2026-10-13
Amplius Wealth Advisors, LLC
DECREASED
Shares1,526 from 1,663
Change-137 (-8%)
Value$606.3K (+$39.2K)
Filed 2026-10-20
Gibbs Wealth Management
INCREASED
Shares1,523 from 1,094
Change+429 (+39%)
Value$605.1K (+$232.0K)
Filed 2026-10-22
Aviso Wealth Management
INCREASED
Shares1,520 from 1,406
Change+114 (+8%)
Value$603.9K (+$124.4K)
Filed 2026-11-04
Sather Financial Group Inc
UNCHANGED
Shares1,518 from 1,518
Change0 (0%)
Value$603.1K (+$85.4K)
Filed 2026-10-30
Souders Financial Advisors
INCREASED
Shares1,516 from 1,339
Change+177 (+13%)
Value$602.3K (+$145.7K)
Filed 2026-11-03
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares1,514 from 1,514
Change0 (0%)
Value$516.3K ($0)
Filed 2026-11-03
Regent Peak Wealth Advisors LLC
INCREASED
Shares1,509 from 1,080
Change+429 (+40%)
Value$599.5K (+$231.2K)
Filed 2026-10-13
MeadowBrook Investment Advisors LLC
DECREASED
Shares1,506 from 1,918
Change-412 (-21%)
Value$534.5K (-$119.6K)
Filed 2026-10-29
Kercheville Advisors, LLC
DECREASED
Shares1,500 from 3,200
Change-1,700 (-53%)
Value$596.0K (-$495.3K)
Filed 2026-10-19
D'Orazio & Associates, Inc.
INCREASED
Shares1,498 from 1,473
Change+25 (+2%)
Value$595.2K (+$92.8K)
Filed 2026-11-04
Hill Island Financial LLC
INCREASED
Shares1,493 from 1,313
Change+180 (+14%)
Value$593.2K (+$145.4K)
Filed 2026-10-20
Flagship Wealth Advisors, LLC
INCREASED
Shares1,483 from 1,257
Change+226 (+18%)
Value$589.2K (+$160.5K)
Filed 2026-11-03
Founders Grove Wealth Partners, LLC
INCREASED
Shares1,466 from 1,409
Change+57 (+4%)
Value$582.5K (+$102.0K)
Filed 2026-10-16
Quantum Financial Advisors, LLC
INCREASED
Shares1,461 from 1,333
Change+128 (+10%)
Value$580.5K (+$125.9K)
Filed 2026-11-03
55 North Private Wealth, LLC
INCREASED
Shares1,455 from 1,105
Change+350 (+32%)
Value$578.1K (+$201.3K)
Filed 2026-10-20
Fortis Group Advisors, LLC
INCREASED
Shares1,455 from 1,377
Change+78 (+6%)
Value$532.2K (+$62.6K)
Filed 2026-11-06
B.A. Schrock Wealth Management, Inc.
NEW
Shares1,453
Change+1,453
Value$575.8K
Filed 2026-10-15
Myriad Asset Management US LP
INCREASED
Shares1,448 from 1,037
Change+411 (+40%)
Value$575.0K (+$221.0K)
Filed 2026-11-03
Alpine Bank Wealth Management
INCREASED
Shares1,448 from 1,428
Change+20 (+1%)
Value$575.3K (+$88.3K)
Filed 2026-10-16
Equitable Trust Co
INCREASED
Shares1,446 from 1,424
Change+22 (+2%)
Value$574.5K (+$88.9K)
Filed 2026-10-13
McHugh Group, LLC
UNCHANGED
Shares1,445 from 1,445
Change0 (0%)
Value$574.1K (+$81.3K)
Filed 2026-10-19
Fortitude Advisory Group L.L.C.
INCREASED
Shares1,444 from 1,431
Change+13 (+1%)
Value$573.7K (+$85.7K)
Filed 2026-10-15
StoryOne LLC
INCREASED
Shares1,442 from 714
Change+728 (+102%)
Value$572.9K (+$329.4K)
Filed 2026-10-13
HF Advisory Group, LLC
UNCHANGED
Shares1,441 from 1,441
Change0 (0%)
Value$572.5K (+$81.1K)
Filed 2026-10-09
Silverleafe Capital Partners, LLC
NEW
Shares1,440
Change+1,440
Value$572.1K
Filed 2026-10-02
Philip James Wealth Mangement, LLC
DECREASED
Shares1,439 from 1,489
Change-50 (-3%)
Value$571.7K (+$64.0K)
Filed 2026-10-27
Curbstone Financial Management Corp
DECREASED
Shares1,430 from 1,460
Change-30 (-2%)
Value$568.2K (+$70.3K)
Filed 2026-10-21
Kaizen Financial Strategies
DECREASED
Shares1,430 from 1,436
Change-6 (0%)
Value$568.2K (+$62.6K)
Filed 2026-10-09
Nolet Wealth Management, LLC
INCREASED
Shares1,418 from 1,416
Change+2 (+0%)
Value$563.4K (+$80.5K)
Filed 2026-10-15
Independent Solutions Wealth Management, LLC
DECREASED
Shares1,403 from 1,426
Change-23 (-2%)
Value$557.4K (+$71.1K)
Filed 2026-10-28
Brown Shipley& Co Ltd
DECREASED
Shares1,400 from 1,550
Change-150 (-10%)
Value$556.2K (+$27.7K)
Filed 2026-10-09
Gables Capital Management Inc.
UNCHANGED
Shares1,400 from 1,400
Change0 (0%)
Value$556.2K (+$78.8K)
Filed 2026-11-04
Asset Advisory Group, Inc.
INCREASED
Shares1,396 from 1,386
Change+10 (+1%)
Value$554.6K (+$82.0K)
Filed 2026-10-20
Fusion Capital, LLC
UNCHANGED
Shares1,392 from 1,392
Change0 (0%)
Value$553.1K (+$78.4K)
Filed 2026-10-28
Cynosure Group, LLC
NEW
Shares1,391
Change+1,391
Value$552.7K
Filed 2026-11-03
Journey Advisory Group, LLC
DECREASED
Shares1,386 from 1,458
Change-72 (-5%)
Value$550.7K (+$53.5K)
Filed 2026-11-04
Catalyst Capital Advisors LLC
INCREASED
Shares1,384 from 1,370
Change+14 (+1%)
Value$549.9K (+$82.7K)
Filed 2026-11-02
Sunburst Financial Group, LLC
UNCHANGED
Shares1,384 from 1,384
Change0 (0%)
Value$549.9K (+$77.9K)
Filed 2026-10-09
CenterBook Partners LP
NEW
Shares1,383
Change+1,383
Value$549.5K
Filed 2026-11-02
Gemmer Asset Management LLC
UNCHANGED
Shares1,380 from 1,380
Change0 (0%)
Value$548.3K (+$77.8K)
Filed 2026-10-16
Seven Mile Advisory
DECREASED
Shares1,368 from 1,407
Change-39 (-3%)
Value$543.5K (+$63.7K)
Filed 2026-10-22
New Hampshire Trust
DECREASED
Shares1,365 from 1,540
Change-175 (-11%)
Value$542.3K (+$17.2K)
Filed 2026-10-20
Shelton Wealth Management, LLC
DECREASED
Shares1,365 from 1,408
Change-43 (-3%)
Value$542.3K (+$62.2K)
Filed 2026-10-16
ProVise Management Group, LLC
DECREASED
Shares1,360 from 1,361
Change-1 (0%)
Value$540.3K (+$76.2K)
Filed 2026-11-06
Moisand Fitzgerald Tamayo, LLC
INCREASED
Shares1,356 from 1,312
Change+44 (+3%)
Value$538.8K (+$91.3K)
Filed 2026-10-15
Gradient Capital Advisors, LLC
INCREASED
Shares1,355 from 1,340
Change+15 (+1%)
Value$538.4K (+$81.4K)
Filed 2026-10-21
NorthLanding Financial Partners, LLC
UNCHANGED
Shares1,350 from 1,350
Change0 (0%)
Value$536.4K (+$76.0K)
Filed 2026-10-15
Northwest Wealth Management, LLC
INCREASED
Shares1,348 from 1,338
Change+10 (+1%)
Value$535.6K (+$79.3K)
Filed 2026-10-30
Peoples Financial Services Corp.
DECREASED
Shares1,339 from 1,468
Change-129 (-9%)
Value$532.0K (+$31.4K)
Filed 2026-10-20
Autumn Glory Partners, LLC
DECREASED
Shares1,336 from 2,177
Change-841 (-39%)
Value$530.8K (-$211.6K)
Filed 2026-10-26
Wealth Dimensions Group, Ltd.
INCREASED
Shares1,334 from 1,301
Change+33 (+3%)
Value$530.0K (+$86.3K)
Filed 2026-11-02
Allegiance Financial Group Advisory Services LLC
NEW
Shares1,330
Change+1,330
Value$528.4K
Filed 2026-11-02
Dudley Capital Management, LLC
UNCHANGED
Shares1,330 from 1,330
Change0 (0%)
Value$528.4K (+$74.9K)
Filed 2026-10-23
Thrive Wealth Management, LLC
DECREASED
Shares1,328 from 1,354
Change-26 (-2%)
Value$527.6K (+$65.9K)
Filed 2026-10-13
Johnson & White Wealth Management, LLC
UNCHANGED
Shares1,325 from 1,325
Change0 (0%)
Value$526.4K (+$74.6K)
Filed 2026-11-03
Luts & Greenleigh Group, Inc.
INCREASED
Shares1,321 from 1,318
Change+3 (+0%)
Value$524.8K (+$75.4K)
Filed 2026-11-05
Watershed Private Wealth LLC
INCREASED
Shares1,312 from 1,175
Change+137 (+12%)
Value$521.3K (+$120.6K)
Filed 2026-10-30
Stiles Financial Services Inc
INCREASED
Shares1,306 from 1,298
Change+8 (+1%)
Value$518.9K (+$76.2K)
Filed 2026-10-30
Adamsbrown Wealth Consultants LLC
INCREASED
Shares1,304 from 1,298
Change+6 (+0%)
Value$518.2K (+$75.6K)
Filed 2026-10-20
Asset Dedication, LLC
DECREASED
Shares1,300 from 2,359
Change-1,059 (-45%)
Value$516.5K (-$288.0K)
Filed 2026-11-03
Reflection Asset Management
INCREASED
Shares1,300 from 1,163
Change+137 (+12%)
Value$516.5K (+$119.9K)
Filed 2026-10-28
Chilton Capital Management LLC
INCREASED
Shares1,296 from 916
Change+380 (+41%)
Value$514.9K (+$202.5K)
Filed 2026-10-28
Investment Advisory Services Inc
INCREASED
Shares1,295 from 1,234
Change+61 (+5%)
Value$514.5K (+$93.7K)
Filed 2026-10-27
Sanders Morris Harris LLC
NEW
Shares1,292
Change+1,292
Value$513.3K
Filed 2026-10-14
Community Bank & Trust, Waco, Texas
DECREASED
Shares1,290 from 1,320
Change-30 (-2%)
Value$513 (-$449.5K)
Filed 2026-10-19
Silver Grove Financial Group, Inc.
INCREASED
Shares1,289 from 1,115
Change+174 (+16%)
Value$512.1K (+$131.9K)
Filed 2026-11-05
Personal CFO Solutions, LLC
DECREASED
Shares1,285 from 1,663
Change-378 (-23%)
Value$510.4K (-$56.6K)
Filed 2026-11-06
Fourpath Capital Management, LLC
DECREASED
Shares1,285 from 1,494
Change-209 (-14%)
Value$510.5K (+$1.1K)
Filed 2026-10-19
Riversedge Advisors, LLC
INCREASED
Shares1,285 from 1,254
Change+31 (+2%)
Value$510.5K (+$82.9K)
Filed 2026-10-09
Walkner Condon Financial Advisors LLC
INCREASED
Shares1,284 from 1,166
Change+118 (+10%)
Value$510.1K (+$112.5K)
Filed 2026-11-02
Retirement Guys Formula LLC
DECREASED
Shares1,279 from 12,301
Change-11,022 (-90%)
Value$508.2K (-$3.7M)
Filed 2026-10-26
Trust Co of the South
NEW
Shares1,271
Change+1,271
Value$505.0K
Filed 2026-10-21
WealthPLAN Partners, LLC
INCREASED
Shares1,269 from 1,087
Change+182 (+17%)
Value$504.2K (+$133.5K)
Filed 2026-10-15
Evergreen Private Wealth LLC
DECREASED
Shares1,263 from 1,443
Change-180 (-12%)
Value$501.8K (+$9.7K)
Filed 2026-10-30
Stonebridge Financial Planning Group, LLC
UNCHANGED
Shares1,263 from 1,263
Change0 (0%)
Value$501.8K (+$71.1K)
Filed 2026-11-06
Vista Capital Partners, Inc.
NEW
Shares1,262
Change+1,262
Value$501.4K
Filed 2026-11-06
Arta Finance Wealth Management LLC
INCREASED
Shares1,259 from 1,075
Change+184 (+17%)
Value$500.2K (+$133.6K)
Filed 2026-10-28
Heck Capital Advisors, LLC
DECREASED
Shares1,257 from 2,050
Change-793 (-39%)
Value$499.4K (-$199.7K)
Filed 2026-10-14
Evanson Financial, LLC
UNCHANGED
Shares1,253 from 1,253
Change0 (0%)
Value$497.8K (+$70.5K)
Filed 2026-10-23
Fulton Breakefield Broenniman LLC
INCREASED
Shares1,252 from 1,244
Change+8 (+1%)
Value$497.4K (+$73.2K)
Filed 2026-11-03
Modera Wealth Management, LLC
INCREASED
Shares1,250 from 1,124
Change+126 (+11%)
Value$496.6K (+$113.2K)
Filed 2026-10-28
Oakwell Private Wealth Management, LLC
INCREASED
Shares1,244 from 1,184
Change+60 (+5%)
Value$494.3K (+$90.5K)
Filed 2026-11-06
University of Texas S AM Investment Management Co
INCREASED
Shares1,243 from 907
Change+336 (+37%)
Value$493.9K (+$184.6K)
Filed 2026-11-03
Yankcom Partnership
DECREASED
Shares1,241 from 1,690
Change-449 (-27%)
Value$493.1K (-$83.3K)
Filed 2026-10-15
AMG Asset Management Group, Inc.
DECREASED
Shares1,238 from 1,940
Change-702 (-36%)
Value$491.9K (-$169.7K)
Filed 2026-10-21
Investment Planning Advisors, Inc.
DECREASED
Shares1,237 from 1,306
Change-69 (-5%)
Value$491.6K (+$46.2K)
Filed 2026-10-14
Range Financial Group LLC
UNCHANGED
Shares1,237 from 1,237
Change0 (0%)
Value$491.5K (+$69.6K)
Filed 2026-10-21
Future Financial Wealth Managment LLC
INCREASED
Shares1,229 from 1,219
Change+10 (+1%)
Value$488.1K (+$91.2K)
Filed 2026-10-15
Bayban
UNCHANGED
Shares1,226 from 1,226
Change0 (0%)
Value$418.1K ($0)
Filed 2026-11-05
Spectrum Financial Alliance Ltd LLC
NEW
Shares1,225
Change+1,225
Value$486.7K
Filed 2026-10-29
Tactive Advisors, LLC
DECREASED
Shares1,224 from 1,430
Change-206 (-14%)
Value$486.1K (-$1.5K)
Filed 2026-10-08
Old Port Advisors
INCREASED
Shares1,215 from 1,158
Change+57 (+5%)
Value$482.7K (+$87.8K)
Filed 2026-10-23
Heffernan Advisory, Inc
INCREASED
Shares1,210 from 600
Change+610 (+102%)
Value$480.7K (+$276.1K)
Filed 2026-10-13
Lynx Investment Advisory
NEW
Shares1,208
Change+1,208
Value$480.0K
Filed 2026-10-27
Balefire, LLC
DECREASED
Shares1,208 from 1,631
Change-423 (-26%)
Value$480.0K (-$76.3K)
Filed 2026-10-09
Clear Creek Financial Management, LLC
DECREASED
Shares1,207 from 1,430
Change-223 (-16%)
Value$479.6K (-$8.1K)
Filed 2026-10-28
Core Wealth Management, Inc.
INCREASED
Shares1,206 from 1,204
Change+2 (+0%)
Value$479.2K (+$68.6K)
Filed 2026-10-22
Convergence Financial, LLC
DECREASED
Shares1,205 from 3,612
Change-2,407 (-67%)
Value$478.8K (-$753.0K)
Filed 2026-10-27
Spurstone Advisory Services, LLC
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$475.5K (+$53.1K)
Filed 2026-11-02
Carrera Capital Advisors
DECREASED
Shares1,197 from 1,261
Change-64 (-5%)
Value$475.6K (+$45.6K)
Filed 2026-11-03
Directional Asset Management
DECREASED
Shares1,197 from 1,211
Change-14 (-1%)
Value$475.6K (+$62.6K)
Filed 2026-10-22
NewSquare Capital LLC
INCREASED
Shares1,186 from 1,033
Change+153 (+15%)
Value$471.2K (+$118.9K)
Filed 2026-11-06
Strong Retirement Solutions LLC
DECREASED
Shares1,184 from 1,190
Change-6 (0%)
Value$470.4K (+$64.6K)
Filed 2026-10-07
ARS Wealth Advisors Group, LLC
INCREASED
Shares1,183 from 1,180
Change+3 (+0%)
Value$470.0K (+$67.6K)
Filed 2026-10-16
White Lighthouse Investment Management Inc.
DECREASED
Shares1,176 from 1,229
Change-53 (-4%)
Value$467.2K (+$48.1K)
Filed 2026-10-21
Bdfs Capital LLC
INCREASED
Shares1,175 from 1,164
Change+11 (+1%)
Value$467.0K (+$70.0K)
Filed 2026-10-14
Revolve Wealth Partners, LLC
DECREASED
Shares1,171 from 1,355
Change-184 (-14%)
Value$465.3K (+$3.2K)
Filed 2026-10-23
Tortuga Wealth Management, Inc
INCREASED
Shares1,171 from 1,066
Change+105 (+10%)
Value$465.3K (+$101.7K)
Filed 2026-10-27
Asset Planning,Inc
UNCHANGED
Shares1,171 from 1,171
Change0 (0%)
Value$465.3K (+$65.9K)
Filed 2026-10-26
Postrock Partners LLC
DECREASED
Shares1,170 from 6,793
Change-5,623 (-83%)
Value$464.9K (-$1.9M)
Filed 2026-11-02
Syntegra Private Wealth Group, LLC
DECREASED
Shares1,167 from 1,356
Change-189 (-14%)
Value$463.7K (+$1.2K)
Filed 2026-10-13
TTP Investments, Inc.
UNCHANGED
Shares1,167 from 1,167
Change0 (0%)
Value$463.7K (+$65.7K)
Filed 2026-10-30
ProCore Advisors, LLC
DECREASED
Shares1,165 from 1,254
Change-89 (-7%)
Value$462.9K (+$35.2K)
Filed 2026-10-14
Sweeney & Michel, LLC
INCREASED
Shares1,165 from 1,155
Change+10 (+1%)
Value$462.9K (+$42.6K)
Filed 2026-10-16
Themes Management Co LLC
DECREASED
Shares1,156 from 1,616
Change-460 (-28%)
Value$459.3K (-$91.8K)
Filed 2026-10-29
Kingstone Capital Partners Texas, LLC
DECREASED
Shares1,155 from 1,157
Change-2 (0%)
Value$458.9K (+$64.3K)
Filed 2026-11-03
August Group Capital Ltd
DECREASED
Shares1,154 from 1,228
Change-74 (-6%)
Value$458.1K (+$39.7K)
Filed 2026-10-14
GreatBanc Trust Co
UNCHANGED
Shares1,150 from 1,150
Change0 (0%)
Value$456.9K (+$64.7K)
Filed 2026-11-04
Weaver Consulting Group
INCREASED
Shares1,147 from 1,090
Change+57 (+5%)
Value$455.7K (+$84.0K)
Filed 2026-10-07
Wealth Architects, LLC
DECREASED
Shares1,146 from 1,228
Change-82 (-7%)
Value$455.3K (+$36.5K)
Filed 2026-11-03
UMB Private Wealth Management, LLC
NEW
Shares1,141
Change+1,141
Value$453.3K
Filed 2026-10-19
Tanager Wealth Management LLP
INCREASED
Shares1,140 from 968
Change+172 (+18%)
Value$452.9K (+$122.8K)
Filed 2026-10-19
Ejmk Ventures LLC
INCREASED
Shares1,140 from 1,035
Change+105 (+10%)
Value$452.9K (+$100.0K)
Filed 2026-10-21
Altus Wealth Group LLC
DECREASED
Shares1,135 from 1,165
Change-30 (-3%)
Value$450.9K (+$53.7K)
Filed 2026-10-20
Shah Wealth Advisors, LLC
NEW
Shares1,134
Change+1,134
Value$450.6K
Filed 2026-11-06
Ironsides Asset Advisors, LLC
UNCHANGED
Shares1,134 from 1,134
Change0 (0%)
Value$450.6K (+$63.8K)
Filed 2026-10-20
Thrive Capital Management, LLC
INCREASED
Shares1,133 from 1,033
Change+100 (+10%)
Value$450.2K (+$97.9K)
Filed 2026-10-28
Quantum Financial Partners LLC
INCREASED
Shares1,130 from 625
Change+505 (+81%)
Value$449.0K (+$235.8K)
Filed 2026-10-19
Tradewinds Capital Management, LLC
DECREASED
Shares1,128 from 1,169
Change-41 (-4%)
Value$448.2K (+$49.5K)
Filed 2026-10-23
Insight Inv LLC
UNCHANGED
Shares1,128 from 1,128
Change0 (0%)
Value$448.2K (+$63.5K)
Filed 2026-10-27
Piar LLC
UNCHANGED
Shares1,120 from 1,120
Change0 (0%)
Value$445.0K (+$63.0K)
Filed 2026-10-21
Consilium Wealth Advisory, LLC
INCREASED
Shares1,117 from 1,090
Change+27 (+2%)
Value$443.8K (+$72.1K)
Filed 2026-10-14
Richmond Investment Services, LLC
DECREASED
Shares1,115 from 1,121
Change-6 (-1%)
Value$443.0K (+$60.7K)
Filed 2026-10-29
Joseph P. Lucia & Associates, LLC
UNCHANGED
Shares1,115 from 1,115
Change0 (0%)
Value$443.0K (+$62.8K)
Filed 2026-10-30
Evansbrook LLC
DECREASED
Shares1,112 from 1,132
Change-20 (-2%)
Value$441.8K (+$55.8K)
Filed 2026-10-16
Foguth Wealth Management, Llc.
INCREASED
Shares1,106 from 1,090
Change+16 (+1%)
Value$378.3K (-$1.8K)
Filed 2026-10-19
Petros Family Wealth, LLC
UNCHANGED
Shares1,103 from 1,103
Change0 (0%)
Value$438.2K (+$62.1K)
Filed 2026-10-28
Pinion Investment Advisors, LLC
DECREASED
Shares1,102 from 1,599
Change-497 (-31%)
Value$437.8K (-$107.5K)
Filed 2026-11-04
Veracity Capital LLC
INCREASED
Shares1,102 from 1,080
Change+22 (+2%)
Value$437.8K (+$69.5K)
Filed 2026-10-08
Meadowbrook Wealth Management, LLC
NEW
Shares1,101
Change+1,101
Value$437.4K
Filed 2026-10-08
Courier Capital LLC
DECREASED
Shares1,101 from 1,462
Change-361 (-25%)
Value$437.4K (-$61.1K)
Filed 2026-10-19
Cane Capital Partners, LLC
DECREASED
Shares1,096 from 15,437
Change-14,341 (-93%)
Value$435.5K (-$4.8M)
Filed 2026-10-23
Boyd Wealth Management, LLC
NEW
Shares1,093
Change+1,093
Value$434.3K
Filed 2026-10-20
Lauer Wealth, LLC
DECREASED
Shares1,090 from 1,190
Change-100 (-8%)
Value$434.4K (+$14.4K)
Filed 2026-10-13
E&G Advisors, LLC
UNCHANGED
Shares1,089 from 1,089
Change0 (0%)
Value$432.7K (+$61.3K)
Filed 2026-10-13
Benin Management Corp
DECREASED
Shares1,085 from 1,185
Change-100 (-8%)
Value$431.1K (+$27.0K)
Filed 2026-10-22
Ulland Investment Advisors, LLC
UNCHANGED
Shares1,083 from 1,083
Change0 (0%)
Value$430 (+$61)
Filed 2026-10-13
Michael J. Porro & Co. Financial Advisors, Inc.
DECREASED
Shares1,082 from 1,094
Change-12 (-1%)
Value$429.9K (+$56.8K)
Filed 2026-10-16
Harold Davidson & Associates Inc.
NEW
Shares1,080
Change+1,080
Value$429.1K
Filed 2026-10-29
Ulrich Consultants & Investment Group, LLC
NEW
Shares1,079
Change+1,079
Value$428.7K
Filed 2026-10-13
Uhlmann Price Securities, LLC
DECREASED
Shares1,079 from 1,162
Change-83 (-7%)
Value$428.7K (+$32.4K)
Filed 2026-11-03
Fiduciary Financial Group, LLC
INCREASED
Shares1,070 from 1,034
Change+36 (+3%)
Value$425.1K (+$72.5K)
Filed 2026-10-13
Goldstein Advisors, LLC
DECREASED
Shares1,067 from 1,654
Change-587 (-35%)
Value$423.9K (-$140.1K)
Filed 2026-10-15
Sage Rhino Capital LLC
DECREASED
Shares1,067 from 1,098
Change-31 (-3%)
Value$423.9K (+$49.5K)
Filed 2026-10-28
San Luis Wealth Advisors LLC
INCREASED
Shares1,061 from 1,000
Change+61 (+6%)
Value$421.4K (+$80.4K)
Filed 2026-10-27
Douglas Lane & Associates, LLC
DECREASED
Shares1,059 from 1,150
Change-91 (-8%)
Value$420.8K (+$28.6K)
Filed 2026-10-09
Endeavor Private Wealth, Inc.
INCREASED
Shares1,058 from 937
Change+121 (+13%)
Value$420.4K (+$100.8K)
Filed 2026-11-05
Willow Creek Wealth Management Inc.
UNCHANGED
Shares1,056 from 1,056
Change0 (0%)
Value$419.6K (+$59.4K)
Filed 2026-10-26
Collaborative Fund Advisors, LLC
DECREASED
Shares1,055 from 1,379
Change-324 (-23%)
Value$419.2K (-$51.1K)
Filed 2026-11-02
Atwood & Palmer Inc
UNCHANGED
Shares1,054 from 1,054
Change0 (0%)
Value$418.8K (+$59.3K)
Filed 2026-10-08
Synergy Asset Management, LLC
DECREASED
Shares1,052 from 1,482
Change-430 (-29%)
Value$418.0K (-$87.4K)
Filed 2026-11-05
Sigma Investment Counselors Inc
INCREASED
Shares1,052 from 752
Change+300 (+40%)
Value$418.0K (+$161.5K)
Filed 2026-10-27
Emergent Wealth Advisors, LLC
DECREASED
Shares1,052 from 1,202
Change-150 (-12%)
Value$418.0K (+$8.1K)
Filed 2026-10-09
Abacus Planning Group, Inc.
INCREASED
Shares1,051 from 999
Change+52 (+5%)
Value$417.6K (+$76.9K)
Filed 2026-11-02
Promethium Advisors,llc
UNCHANGED
Shares1,050 from 1,050
Change0 (0%)
Value$417.2K (+$59.1K)
Filed 2026-10-19
Reynders McVeigh Capital Management, LLC
DECREASED
Shares1,040 from 1,120
Change-80 (-7%)
Value$413.3K (+$31.3K)
Filed 2026-10-30
Forum Financial Management, LP
INCREASED
Shares1,040 from 1,037
Change+3 (+0%)
Value$413.2K (+$59.6K)
Filed 2026-10-16
Evolution Wealth Advisors, LLC
INCREASED
Shares1,039 from 909
Change+130 (+14%)
Value$412.8K (+$102.8K)
Filed 2026-11-03
Essential Investment Partners LLC
INCREASED
Shares1,039 from 1,016
Change+23 (+2%)
Value$412.8K (+$66.3K)
Filed 2026-10-27
Cordoba Advisory Partners LLC
INCREASED
Shares1,038 from 952
Change+86 (+9%)
Value$412.4K (+$87.8K)
Filed 2026-10-19
Rise Advisors, LLC
INCREASED
Shares1,034 from 890
Change+144 (+16%)
Value$410.8K (+$107.3K)
Filed 2026-10-16
Franklin Street Advisors Inc
UNCHANGED
Shares1,026 from 1,026
Change0 (0%)
Value$407.6K (+$57.8K)
Filed 2026-10-13
HBW Advisory Services LLC
INCREASED
Shares1,025 from 888
Change+137 (+15%)
Value$407.2K (+$104.4K)
Filed 2026-10-15
Kavar Capital Partners Group, LLC
INCREASED
Shares1,025 from 1,006
Change+19 (+2%)
Value$407.2K (+$64.2K)
Filed 2026-11-06
Connecticut Wealth Management, LLC
UNCHANGED
Shares1,024 from 1,024
Change0 (0%)
Value$406.8K (+$57.6K)
Filed 2026-10-13
Yelin Lapidot Holdings Management Ltd.
NEW
Shares1,022
Change+1,022
Value$406.1K
Filed 2026-10-26
WoodTrust Financial Corp
UNCHANGED
Shares1,022 from 1,022
Change0 (0%)
Value$406 (-$348.6K)
Filed 2026-10-09
West Wealth Group, LLC
NEW
Shares1,020
Change+1,020
Value$405.3K
Filed 2026-10-14
Triton Wealth Management, Pllc
INCREASED
Shares1,019 from 873
Change+146 (+17%)
Value$361.7K (+$81.8K)
Filed 2026-11-04
TFC Financial Management, Inc.
UNCHANGED
Shares1,019 from 1,019
Change0 (0%)
Value$404.9K (+$57.4K)
Filed 2026-10-26
Summit Securities Group LLC
NEW
Shares1,018
Change+1,018
Value$404.5K
Filed 2026-11-05
Apollon Financial, LLC
INCREASED
Shares1,016 from 969
Change+47 (+5%)
Value$403.5K (+$73.0K)
Filed 2026-10-23
Clark Asset Management, LLC
DECREASED
Shares1,016 from 1,035
Change-19 (-2%)
Value$403.7K (+$50.7K)
Filed 2026-10-19
Tabr Capital Management, LLC
NEW
Shares1,007
Change+1,007
Value$400.1K
Filed 2026-10-20
RVW Wealth, LLC
UNCHANGED
Shares1,003 from 1,003
Change0 (0%)
Value$398.5K (+$56.5K)
Filed 2026-10-06
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
DECREASED
Shares1,001 from 1,815
Change-814 (-45%)
Value$397.7K (-$221.2K)
Filed 2026-11-06
Deroy & Devereaux Private Investment Counsel Inc
NEW
Shares1,000
Change+1,000
Value$397
Filed 2026-10-26
PTM Wealth Management, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$419.9K (+$96.1K)
Filed 2026-10-23
Meadow Creek Wealth Advisors LLC
INCREASED
Shares990 from 620
Change+370 (+60%)
Value$393.3K (+$181.9K)
Filed 2026-11-02
Biltmore Family Office, LLC
INCREASED
Shares984 from 908
Change+76 (+8%)
Value$391.0K (+$81.3K)
Filed 2026-11-03
Marathon Capital Management
INCREASED
Shares978 from 976
Change+2 (+0%)
Value$388.6K (+$55.7K)
Filed 2026-10-23
William Mack & Associates, Inc.
INCREASED
Shares977 from 968
Change+9 (+1%)
Value$388.2K (+$58.1K)
Filed 2026-10-27
Herold Advisors, Inc.
DECREASED
Shares975 from 1,050
Change-75 (-7%)
Value$387.4K (+$29.4K)
Filed 2026-10-19
JFS Wealth Advisors, LLC
INCREASED
Shares974 from 580
Change+394 (+68%)
Value$387.0K (+$189.2K)
Filed 2026-11-03
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
NEW
Shares970
Change+970
Value$385.4K
Filed 2026-10-14
Motive Wealth Advisors
INCREASED
Shares970 from 960
Change+10 (+1%)
Value$385.4K (+$58.0K)
Filed 2026-10-26
Baron Wealth Management LLC
INCREASED
Shares968 from 900
Change+68 (+8%)
Value$384.6K (+$77.7K)
Filed 2026-10-27
Barnes Dennig Private Wealth Management LLC
INCREASED
Shares967 from 782
Change+185 (+24%)
Value$384.2K (+$117.5K)
Filed 2026-10-30
Activest Wealth Management
DECREASED
Shares967 from 1,035
Change-68 (-7%)
Value$384.2K (+$31.2K)
Filed 2026-10-15
Journey Retirement Planning & Investment Management LLC
NEW
Shares964
Change+964
Value$383.0K
Filed 2026-10-09
Trust Co of Oklahoma
DECREASED
Shares964 from 1,096
Change-132 (-12%)
Value$383.0K (+$9.2K)
Filed 2026-10-15
Pacific Park Financial, Inc.
DECREASED
Shares962 from 1,309
Change-347 (-27%)
Value$382.2K (-$64.2K)
Filed 2026-10-13
Integrity Advisory Solutions, LLC
DECREASED
Shares959 from 1,119
Change-160 (-14%)
Value$381.2K (-$418)
Filed 2026-10-29
MFA Wealth Services
DECREASED
Shares958 from 1,063
Change-105 (-10%)
Value$380.8K (+$18.2K)
Filed 2026-10-14
Mosley Wealth Management
DECREASED
Shares957 from 1,046
Change-89 (-9%)
Value$354.3K (-$2.4K)
Filed 2026-10-16
Summit Financial Wealth Advisors, LLC
UNCHANGED
Shares956 from 956
Change0 (0%)
Value$379.8K (+$53.8K)
Filed 2026-10-15
Redwood Financial Network Corp
UNCHANGED
Shares955 from 955
Change0 (0%)
Value$379.4K (+$53.8K)
Filed 2026-11-03
Brucke Financial, Inc.
INCREASED
Shares954 from 868
Change+86 (+10%)
Value$379.0K (+$83.0K)
Filed 2026-10-23
Mayfair Advisory Group, LLC
INCREASED
Shares950 from 930
Change+20 (+2%)
Value$377.4K (+$76.3K)
Filed 2026-10-20
Hudson Capital Management LLC
INCREASED
Shares950 from 931
Change+19 (+2%)
Value$377.4K (+$60.0K)
Filed 2026-10-20
Roxbury Financial LLC
UNCHANGED
Shares950 from 950
Change0 (0%)
Value$377.4K (+$53.5K)
Filed 2026-10-01
Bingham Private Wealth, LLC
INCREASED
Shares948 from 905
Change+43 (+5%)
Value$376.7K (+$68.0K)
Filed 2026-11-05
WP Advisors, LLC
UNCHANGED
Shares948 from 948
Change0 (0%)
Value$376.7K (+$53.4K)
Filed 2026-10-22
Centennial Wealth Advisory LLC
INCREASED
Shares946 from 855
Change+91 (+11%)
Value$375.9K (+$84.3K)
Filed 2026-10-16
AA Financial Advisors, LLC
INCREASED
Shares945 from 825
Change+120 (+15%)
Value$375.5K (+$94.1K)
Filed 2026-10-19
Atlas Brown,Inc.
INCREASED
Shares945 from 841
Change+104 (+12%)
Value$375.3K (+$88.4K)
Filed 2026-10-09
SYM Financial Corp
DECREASED
Shares945 from 974
Change-29 (-3%)
Value$375.6K (+$43.4K)
Filed 2026-10-26
Capstone Wealth Management Group, Inc.
UNCHANGED
Shares944 from 944
Change0 (0%)
Value$375.1K (+$53.1K)
Filed 2026-10-19
Barr E S & Co
UNCHANGED
Shares943 from 943
Change0 (0%)
Value$374.7K (+$53.1K)
Filed 2026-11-06
Braeburn Wealth Management LLC
INCREASED
Shares935 from 895
Change+40 (+4%)
Value$371.5K (+$66.3K)
Filed 2026-10-15
Albion Financial Group
NEW
Shares932
Change+932
Value$370.2K
Filed 2026-10-21
Redwood Park Advisors LLC
INCREASED
Shares932 from 763
Change+169 (+22%)
Value$370.3K (+$110.1K)
Filed 2026-11-02
Capital Investment Counsel, Inc
DECREASED
Shares931 from 985
Change-54 (-5%)
Value$369.9K (+$34.0K)
Filed 2026-10-20
Benchmark Financial Wealth Advisors, LLC
INCREASED
Shares931 from 878
Change+53 (+6%)
Value$369.9K (+$70.5K)
Filed 2026-10-20
PCG Asset Management, LLC
NEW
Shares927
Change+927
Value$368.3K
Filed 2026-11-05
Voisard Asset Management Group, Inc.
DECREASED
Shares923 from 935
Change-12 (-1%)
Value$366.7K (+$47.9K)
Filed 2026-10-13
Ullmann Wealth Partners Group, LLC
INCREASED
Shares921 from 897
Change+24 (+3%)
Value$366.1K (+$60.1K)
Filed 2026-11-02
Vestia Personal Wealth Advisors
DECREASED
Shares919 from 933
Change-14 (-1%)
Value$365.1K (+$47.0K)
Filed 2026-10-20
Redhawk Wealth Advisors, Inc.
DECREASED
Shares912 from 930
Change-18 (-2%)
Value$362.3K (+$45.2K)
Filed 2026-10-14
Next Level Private LLC
INCREASED
Shares909 from 604
Change+305 (+51%)
Value$361.2K (+$155.2K)
Filed 2026-10-20
Adirondack Trust Co
DECREASED
Shares908 from 938
Change-30 (-3%)
Value$360.7K (+$40.9K)
Filed 2026-10-14
Stonekeep Investments, LLC
INCREASED
Shares907 from 872
Change+35 (+4%)
Value$360.4K (+$360.1K)
Filed 2026-10-15
Thompson Siegel & Walmsley LLC
UNCHANGED
Shares906 from 906
Change0 (0%)
Value$360 (-$308.6K)
Filed 2026-11-05
Hutchens & Kramer Investment Management Group, LLC
INCREASED
Shares905 from 899
Change+6 (+1%)
Value$359.6K (+$53.0K)
Filed 2026-10-16
Baldwin Wealth Partners LLC
NEW
Shares904
Change+904
Value$359.2K
Filed 2026-10-13
CPR Investments Inc.
INCREASED
Shares904 from 787
Change+117 (+15%)
Value$359.0K (+$90.8K)
Filed 2026-10-26
Opus Financial Solutions LLC
UNCHANGED
Shares902 from 902
Change0 (0%)
Value$358.4K (+$50.8K)
Filed 2026-11-06
Aries Wealth Management
DECREASED
Shares900 from 1,400
Change-500 (-36%)
Value$357.6K (-$119.8K)
Filed 2026-10-23
Paradigm Asset Management Co LLC
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$357.6K (+$50.7K)
Filed 2026-11-05
Gilman Hill Asset Management, LLC
DECREASED
Shares898 from 1,102
Change-204 (-19%)
Value$356.8K (-$19.0K)
Filed 2026-10-13
First Business Financial Services, Inc.
NEW
Shares897
Change+897
Value$356.4K
Filed 2026-10-29
Augustine Asset Management Inc
INCREASED
Shares897 from 683
Change+214 (+31%)
Value$356.4K (+$123.5K)
Filed 2026-10-13
First Growth Capital LLC
DECREASED
Shares896 from 899
Change-3 (0%)
Value$356.0K (+$49.4K)
Filed 2026-10-15
Cypress Wealth Services, LLC
INCREASED
Shares895 from 894
Change+1 (+0%)
Value$375.8K (+$70.9K)
Filed 2026-10-21
FAI Advisors, Inc.
INCREASED
Shares894 from 870
Change+24 (+3%)
Value$355.2K (+$58.5K)
Filed 2026-10-27
Shikiar Asset Management Inc
INCREASED
Shares894 from 872
Change+22 (+3%)
Value$355 (-$296.6K)
Filed 2026-10-20
Financial Partners Group, Inc
INCREASED
Shares890 from 791
Change+99 (+13%)
Value$353.7K (+$84.0K)
Filed 2026-10-19
Gray Private Wealth, LLC
UNCHANGED
Shares890 from 890
Change0 (0%)
Value$353.6K (+$50.1K)
Filed 2026-10-28
Associated Banc-Corp
UNCHANGED
Shares890 from 890
Change0 (0%)
Value$353.6K (+$50.1K)
Filed 2026-10-30
Aldebaran Financial Inc.
INCREASED
Shares878 from 873
Change+5 (+1%)
Value$348.8K (+$51.1K)
Filed 2026-11-06
Wealthcare Capital Management LLC
UNCHANGED
Shares874 from 874
Change0 (0%)
Value$347.2K (+$49.2K)
Filed 2026-10-21
Heritage Family Offices, LLP
INCREASED
Shares873 from 819
Change+54 (+7%)
Value$346.9K (+$67.6K)
Filed 2026-11-02
Valley National Advisers Inc
INCREASED
Shares873 from 861
Change+12 (+1%)
Value$346.9K (+$53.2K)
Filed 2026-10-23
Keystone Wealth Services, LLC
INCREASED
Shares873 from 871
Change+2 (+0%)
Value$339.0K (+$42.0K)
Filed 2026-11-03
Wealth Preservation Advisors, LLC
INCREASED
Shares872 from 600
Change+272 (+45%)
Value$346.4K (+$141.8K)
Filed 2026-11-05
EdgeRock Capital LLC
NEW
Shares871
Change+871
Value$346.1K
Filed 2026-11-03
Bensler, LLC
INCREASED
Shares866 from 832
Change+34 (+4%)
Value$344.1K (+$60.3K)
Filed 2026-11-05
Cherry Creek Investment Advisors, Inc.
DECREASED
Shares865 from 1,077
Change-212 (-20%)
Value$343.7K (-$23.6K)
Filed 2026-10-14
Symmetry Partners, LLC
INCREASED
Shares864 from 805
Change+59 (+7%)
Value$343.4K (+$68.8K)
Filed 2026-10-27
Ballast Rock Private Wealth LLC
UNCHANGED
Shares864 from 864
Change0 (0%)
Value$343.3K (+$48.6K)
Filed 2026-10-26
Warwick Investment Management, Inc.
DECREASED
Shares863 from 950
Change-87 (-9%)
Value$342.9K (+$18.9K)
Filed 2026-10-19
Hengehold Capital Management LLC
DECREASED
Shares857 from 999
Change-142 (-14%)
Value$340.5K (-$184)
Filed 2026-10-16
Quartz Partners, LLC
UNCHANGED
Shares857 from 857
Change0 (0%)
Value$340.5K (+$48.2K)
Filed 2026-11-03
MBE Wealth Management, LLC
UNCHANGED
Shares857 from 857
Change0 (0%)
Value$340.5K (+$48.2K)
Filed 2026-10-26
SilverOak Wealth Management LLC
DECREASED
Shares855 from 861
Change-6 (-1%)
Value$339.7K (+$46.1K)
Filed 2026-10-29
Centurion Wealth Management LLC
UNCHANGED
Shares853 from 853
Change0 (0%)
Value$338.9K (+$48.0K)
Filed 2026-10-13
Sunpointe, LLC
DECREASED
Shares852 from 1,686
Change-834 (-49%)
Value$338.5K (-$236.5K)
Filed 2026-10-22
Ellis Investment Partners, LLC
INCREASED
Shares851 from 835
Change+16 (+2%)
Value$338.2K (+$53.3K)
Filed 2026-10-21
DeDora Capital, Inc.
UNCHANGED
Shares850 from 850
Change0 (0%)
Value$337.7K (+$47.8K)
Filed 2026-10-26
Garrett Wealth Advisory Group, LLC
INCREASED
Shares846 from 717
Change+129 (+18%)
Value$336.1K (+$91.6K)
Filed 2026-10-22
Meritas Wealth Management, LLC
NEW
Shares845
Change+845
Value$335.7K
Filed 2026-10-14
Traveka Wealth, LLC
INCREASED
Shares842 from 740
Change+102 (+14%)
Value$334.7K (+$82.2K)
Filed 2026-10-19
S.E.E.D. Planning Group LLC
INCREASED
Shares842 from 801
Change+41 (+5%)
Value$334.4K (+$61.1K)
Filed 2026-10-07
Sutton Place Investors LLC
INCREASED
Shares840 from 636
Change+204 (+32%)
Value$333.7K (+$116.9K)
Filed 2026-10-20
High Net Worth Advisory Group LLC
UNCHANGED
Shares839 from 839
Change0 (0%)
Value$333.3K (+$47.2K)
Filed 2026-10-26
Purus Wealth Management, LLC
INCREASED
Shares835 from 740
Change+95 (+13%)
Value$331.8K (+$79.4K)
Filed 2026-10-15
QTR Family Wealth, LLC
INCREASED
Shares834 from 713
Change+121 (+17%)
Value$331.4K (+$88.2K)
Filed 2026-11-02
Alpha Omega Wealth Management LLC
DECREASED
Shares833 from 970
Change-137 (-14%)
Value$331.0K (+$170)
Filed 2026-10-23
Werba Rubin Papier Wealth Management
INCREASED
Shares831 from 705
Change+126 (+18%)
Value$330.2K (+$89.7K)
Filed 2026-11-06
Central Pacific Bank - Trust Division
DECREASED
Shares830 from 838
Change-8 (-1%)
Value$329.8K (+$44.0K)
Filed 2026-10-06
Five Oceans Advisors
DECREASED
Shares830 from 836
Change-6 (-1%)
Value$329.8K (+$44.7K)
Filed 2026-10-22
Vaughan David Investments LLC
INCREASED
Shares830 from 826
Change+4 (+0%)
Value$330 (-$281.7K)
Filed 2026-11-05
Torrey Growth & Income Advisors
DECREASED
Shares829 from 1,029
Change-200 (-19%)
Value$330.2K (-$17.6K)
Filed 2026-11-04
Intergy Private Wealth, LLC
INCREASED
Shares829 from 770
Change+59 (+8%)
Value$329.4K (+$66.8K)
Filed 2026-10-16
Salomon & Ludwin, LLC
DECREASED
Shares827 from 833
Change-6 (-1%)
Value$328.6K (+$35.3K)
Filed 2026-10-29
Hobart Private Capital, LLC
INCREASED
Shares826 from 700
Change+126 (+18%)
Value$328.2K (+$89.5K)
Filed 2026-10-19
Cornerstone Planning Group LLC
INCREASED
Shares823 from 817
Change+6 (+1%)
Value$344.7K (+$70.7K)
Filed 2026-10-16
RFG - Bristol Wealth Advisors, LLC
DECREASED
Shares820 from 831
Change-11 (-1%)
Value$325.8K (+$42.4K)
Filed 2026-10-09
Bell Bank
DECREASED
Shares819 from 963
Change-144 (-15%)
Value$325.4K (-$3.0K)
Filed 2026-10-21
MinichMacGregor Wealth Management, LLC
DECREASED
Shares819 from 891
Change-72 (-8%)
Value$325.7K (+$21.6K)
Filed 2026-10-14
Clifford Swan Investment Counsel LLC
UNCHANGED
Shares819 from 819
Change0 (0%)
Value$325.4K (+$46.1K)
Filed 2026-11-05
New Covenant Trust Company, N.A.
INCREASED
Shares816 from 634
Change+182 (+29%)
Value$324.2K (+$108.0K)
Filed 2026-10-08
Patten & Patten Inc
UNCHANGED
Shares816 from 816
Change0 (0%)
Value$324.2K (+$45.9K)
Filed 2026-10-26
Todd Wealth Management, LLC
UNCHANGED
Shares813 from 813
Change0 (0%)
Value$322.9K (+$45.8K)
Filed 2026-10-19
Platform Technology Partners
INCREASED
Shares812 from 740
Change+72 (+10%)
Value$322.7K (+$70.3K)
Filed 2026-11-02
Denver PWM, LLC
DECREASED
Shares811 from 876
Change-65 (-7%)
Value$322.2K (-$14.4K)
Filed 2026-10-22
Silverlake Wealth Management LLC
INCREASED
Shares811 from 791
Change+20 (+3%)
Value$322.2K (+$52.5K)
Filed 2026-10-21
Teamwork Financial Advisors, LLC
DECREASED
Shares810 from 2,194
Change-1,384 (-63%)
Value$321.8K (-$426.4K)
Filed 2026-10-19
Axiom Investment Management LLC
DECREASED
Shares808 from 918
Change-110 (-12%)
Value$321.0K (+$8.0K)
Filed 2026-11-03
Oakworth Capital, Inc.
DECREASED
Shares807 from 873
Change-66 (-8%)
Value$320.6K (+$22.2K)
Filed 2026-10-26
PKS Advisory Services, LLC
UNCHANGED
Shares806 from 806
Change0 (0%)
Value$274.9K ($0)
Filed 2026-10-26
Price Financial Group Wealth Management, Inc
UNCHANGED
Shares805 from 805
Change0 (0%)
Value$322.2K (+$42.0K)
Filed 2026-11-02
Cottage Street Advisors LLC
DECREASED
Shares802 from 850
Change-48 (-6%)
Value$318.6K (+$28.8K)
Filed 2026-10-19
Sonata Capital Group Inc
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$317.8K (+$45.0K)
Filed 2026-10-19
Investment House LLC
DECREASED
Shares790 from 1,485
Change-695 (-47%)
Value$313.9K (-$192.5K)
Filed 2026-10-21
First Command Advisory Services, Inc.
INCREASED
Shares790 from 544
Change+246 (+45%)
Value$313.9K (+$128.4K)
Filed 2026-11-05
Asset Allocation & Management Company, LLC
UNCHANGED
Shares788 from 788
Change0 (0%)
Value$313 (+$44)
Filed 2026-10-13
Steel Grove Capital Advisors, LLC
DECREASED
Shares787 from 887
Change-100 (-11%)
Value$312.7K (+$10.2K)
Filed 2026-10-13
Sunbeam Capital Management, LLC
DECREASED
Shares787 from 858
Change-71 (-8%)
Value$312.5K (+$20.1K)
Filed 2026-11-05
Buck Wealth Strategies, LLC
INCREASED
Shares786 from 239
Change+547 (+229%)
Value$312.3K (+$230.8K)
Filed 2026-10-28
Neumann Capital Management, LLC
DECREASED
Shares786 from 986
Change-200 (-20%)
Value$312.3K (-$24.0K)
Filed 2026-10-15
Finer Wealth Management, Inc.
INCREASED
Shares786 from 785
Change+1 (+0%)
Value$312.3K (+$44.6K)
Filed 2026-10-16
Foundation Wealth Management, LLC
NEW
Shares785
Change+785
Value$311.9K
Filed 2026-10-22
Focused Alpha, LLC
INCREASED
Shares783 from 765
Change+18 (+2%)
Value$311.0K (+$50.2K)
Filed 2026-10-20
Falcon Wealth Planning
INCREASED
Shares780 from 722
Change+58 (+8%)
Value$310.1K (+$63.7K)
Filed 2026-11-06
Arlington Trust Co LLC
INCREASED
Shares779 from 703
Change+76 (+11%)
Value$309.5K (+$69.8K)
Filed 2026-10-20
W.G. Shaheen & Associates DBA Whitney & Co
INCREASED
Shares776 from 761
Change+15 (+2%)
Value$308.3K (+$48.8K)
Filed 2026-11-03
Hidden Cove Wealth Management, LLC
INCREASED
Shares766 from 755
Change+11 (+1%)
Value$304.3K (+$46.9K)
Filed 2026-10-19
Bell Investment Advisors, Inc
INCREASED
Shares762 from 740
Change+22 (+3%)
Value$302.8K (+$50.4K)
Filed 2026-10-29
Aletheian Wealth Advisors LLC
DECREASED
Shares762 from 769
Change-7 (-1%)
Value$302.8K (+$40.5K)
Filed 2026-10-08
Heritage Investment Group, Inc.
INCREASED
Shares761 from 757
Change+4 (+1%)
Value$302.4K (+$44.2K)
Filed 2026-11-03
Univest Financial Corp
NEW
Shares759
Change+759
Value$301.6K
Filed 2026-11-05
SJS Investment Consulting Inc.
INCREASED
Shares759 from 734
Change+25 (+3%)
Value$301.6K (+$51.3K)
Filed 2026-10-26
Eurizon SLJ Capital Ltd
DECREASED
Shares756 from 1,528
Change-772 (-51%)
Value$300.4K (-$220.7K)
Filed 2026-11-06
BAM Wealth Management, LLC
DECREASED
Shares756 from 831
Change-75 (-9%)
Value$300.4K (+$17.0K)
Filed 2026-10-15
MV Capital Management, Inc.
UNCHANGED
Shares755 from 755
Change0 (0%)
Value$300.0K (+$42.5K)
Filed 2026-10-29
LifeGoal Investments, LLC
NEW
Shares751
Change+751
Value$298.4K
Filed 2026-10-09
ASL Financial, LLC
UNCHANGED
Shares749 from 749
Change0 (0%)
Value$297.6K (+$42.2K)
Filed 2026-10-15
Financial Advisory Partners, LLC
UNCHANGED
Shares742 from 742
Change0 (0%)
Value$294.8K (+$41.8K)
Filed 2026-10-23
Corundum Group, Inc.
DECREASED
Shares741 from 1,015
Change-274 (-27%)
Value$294.4K (-$51.7K)
Filed 2026-10-28
Auxano Advisors, LLC
INCREASED
Shares739 from 737
Change+2 (+0%)
Value$293.6K (+$42.3K)
Filed 2026-11-06
Berkshire Money Management, Inc.
NEW
Shares737
Change+737
Value$292.8K
Filed 2026-10-21
Leonteq Securities AG
DECREASED
Shares736 from 9,604
Change-8,868 (-92%)
Value$292.4K (-$3.0M)
Filed 2026-10-29
Generate Investment Management Ltd
DECREASED
Shares735 from 58,795
Change-58,060 (-99%)
Value$292.0K (-$19.8M)
Filed 2026-10-14
Financial Perspectives, Inc
UNCHANGED
Shares732 from 732
Change0 (0%)
Value$290.8K (+$41.2K)
Filed 2026-11-03
Gaddis Premier Wealth Advisors LLC
DECREASED
Shares731 from 1,004
Change-273 (-27%)
Value$290.4K (-$52.0K)
Filed 2026-10-29
Stirlingshire Investments, Inc.
DECREASED
Shares728 from 755
Change-27 (-4%)
Value$289.2K (+$31.8K)
Filed 2026-11-05
Inspirion Wealth Advisors, LLC
UNCHANGED
Shares727 from 727
Change0 (0%)
Value$288.8K (+$32.9K)
Filed 2026-10-09
TCI Wealth Advisors, Inc.
INCREASED
Shares724 from 610
Change+114 (+19%)
Value$287.7K (+$79.6K)
Filed 2026-10-30
Renasant Bank
DECREASED
Shares724 from 772
Change-48 (-6%)
Value$287.7K (+$24.4K)
Filed 2026-11-05
Intelligence Driven Advisers, LLC
NEW
Shares723
Change+723
Value$287.3K
Filed 2026-10-09
GEN Financial Management, Inc.
UNCHANGED
Shares721 from 721
Change0 (0%)
Value$286.5K (+$40.6K)
Filed 2026-10-13
Kelly Financial Services LLC
DECREASED
Shares720 from 784
Change-64 (-8%)
Value$286.2K (+$18.7K)
Filed 2026-10-20
Conrad Siegel Investment Advisors, Inc.
INCREASED
Shares718 from 713
Change+5 (+1%)
Value$285.3K (+$42.1K)
Filed 2026-10-08
Twelve Points Wealth Management LLC
DECREASED
Shares717 from 872
Change-155 (-18%)
Value$262.3K (-$35.0K)
Filed 2026-11-03
Financial Consulate, Inc
DECREASED
Shares717 from 730
Change-13 (-2%)
Value$284.9K (+$35.9K)
Filed 2026-10-23
Proathlete Wealth Management LLC
INCREASED
Shares716 from 584
Change+132 (+23%)
Value$284.5K (+$85.3K)
Filed 2026-10-15
Pekin Hardy Strauss, Inc.
NEW
Shares713
Change+713
Value$283.3K
Filed 2026-11-02
Bria Capital Group, LLC
UNCHANGED
Shares712 from 712
Change0 (0%)
Value$282.9K (+$40.1K)
Filed 2026-10-22
Jacksonville Wealth Management, LLC
UNCHANGED
Shares710 from 710
Change0 (0%)
Value$282.1K (+$40.0K)
Filed 2026-10-30
Buckhead Capital Management LLC
INCREASED
Shares708 from 705
Change+3 (+0%)
Value$281.3K (+$40.9K)
Filed 2026-11-03
Fulcrum Equity Management
DECREASED
Shares707 from 1,222
Change-515 (-42%)
Value$280.9K (-$135.8K)
Filed 2026-10-21
Capital City Trust Co
UNCHANGED
Shares706 from 706
Change0 (0%)
Value$280.5K (+$39.7K)
Filed 2026-10-22
Walled Lake Planning & Wealth Management, LLC
DECREASED
Shares705 from 963
Change-258 (-27%)
Value$280.1K (-$48.3K)
Filed 2026-10-29
Penn Davis Mcfarland Inc
UNCHANGED
Shares705 from 705
Change0 (0%)
Value$280.1K (+$39.7K)
Filed 2026-10-23
Accretive Wealth Partners, LLC
UNCHANGED
Shares704 from 704
Change0 (0%)
Value$279.7K (+$39.6K)
Filed 2026-11-06
Baskin Financial Services Inc.
NEW
Shares700
Change+700
Value$278
Filed 2026-10-19
Seelaus Asset Management LLC
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$278.1K (+$39.4K)
Filed 2026-10-14
Payden & Rygel
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$278 (-$238.7K)
Filed 2026-10-28
Frederick Financial Consultants, LLC
DECREASED
Shares696 from 709
Change-13 (-2%)
Value$276.5K (+$34.7K)
Filed 2026-10-29
Staley Capital Advisers Inc
NEW
Shares695
Change+695
Value$276.1K
Filed 2026-11-06
Total Wealth Planning & Management, Inc.
DECREASED
Shares695 from 830
Change-135 (-16%)
Value$276.1K (-$6.9K)
Filed 2026-10-23
Bright Financial Advisors, Inc.
UNCHANGED
Shares694 from 694
Change0 (0%)
Value$275.7K (+$39.1K)
Filed 2026-10-23
American Capital Advisory, LLC
DECREASED
Shares691 from 710
Change-19 (-3%)
Value$274.5K (+$32.4K)
Filed 2026-10-28
Sagace Wealth Management LLC
NEW
Shares690
Change+690
Value$274.1K
Filed 2026-10-28
Barings LLC
UNCHANGED
Shares690 from 690
Change0 (0%)
Value$274.1K (+$38.8K)
Filed 2026-10-22
First Citizens Financial Corp
INCREASED
Shares688 from 633
Change+55 (+9%)
Value$273.3K (+$57.5K)
Filed 2026-10-02
Weinberger Asset Management, Inc
INCREASED
Shares687 from 678
Change+9 (+1%)
Value$273.0K (+$48.0K)
Filed 2026-10-28
National Wealth Management Group, LLC
DECREASED
Shares684 from 693
Change-9 (-1%)
Value$271.8K (+$35.4K)
Filed 2026-10-26
Ramiah Investment Group
NEW
Shares683
Change+683
Value$271.4K
Filed 2026-10-20
Stevens Capital Partners
NEW
Shares680
Change+680
Value$270.1K
Filed 2026-10-29
Integras Partners LLC
DECREASED
Shares680 from 780
Change-100 (-13%)
Value$270.2K (+$4.2K)
Filed 2026-10-30
Beaumont Financial Advisors, LLC
DECREASED
Shares680 from 702
Change-22 (-3%)
Value$270.2K (+$30.8K)
Filed 2026-10-22
Narus Financial Partners, LLC
DECREASED
Shares680 from 683
Change-3 (0%)
Value$270.2K (+$37.3K)
Filed 2026-10-19
One Day In July LLC
UNCHANGED
Shares677 from 677
Change0 (0%)
Value$269.0K (+$38.1K)
Filed 2026-10-30
Montis Financial, LLC
INCREASED
Shares673 from 627
Change+46 (+7%)
Value$267.4K (+$53.6K)
Filed 2026-11-04
Flagstone Financial Management
UNCHANGED
Shares670 from 670
Change0 (0%)
Value$266.2K (+$37.7K)
Filed 2026-11-05
AIA Group Ltd
DECREASED
Shares668 from 790
Change-122 (-15%)
Value$265.4K (-$4.0K)
Filed 2026-10-30
Crusonia Wealth Advisors LLC
DECREASED
Shares667 from 691
Change-24 (-3%)
Value$265.2K (+$29.5K)
Filed 2026-10-26
Values Added Financial LLC
DECREASED
Shares666 from 676
Change-10 (-1%)
Value$264.6K (+$34.1K)
Filed 2026-10-28
Sentinel Pension Advisors, LLC
NEW
Shares663
Change+663
Value$263.4K
Filed 2026-11-02
GW Henssler & Associates LTD
INCREASED
Shares663 from 661
Change+2 (+0%)
Value$263.4K (+$38.0K)
Filed 2026-10-26
ACT Advisors, Llc.
NEW
Shares661
Change+661
Value$262.6K
Filed 2026-10-15
Tenon Financial LLC
INCREASED
Shares661 from 628
Change+33 (+5%)
Value$262.6K (+$48.5K)
Filed 2026-10-14
Caitong International Asset Management Co., Ltd
NEW
Shares657
Change+657
Value$261.0K
Filed 2026-10-29
AWM Capital, LLC
NEW
Shares657
Change+657
Value$261.0K
Filed 2026-10-16
WPG Advisers, LLC
INCREASED
Shares657 from 621
Change+36 (+6%)
Value$261.0K (+$49.3K)
Filed 2026-10-27
Brooklyn FI, LLC
INCREASED
Shares656 from 63
Change+593 (+941%)
Value$228.3K (+$207.2K)
Filed 2026-11-05
Davidson Trust Co
UNCHANGED
Shares656 from 656
Change0 (0%)
Value$260.6K (+$36.9K)
Filed 2026-10-09
Capital Asset Advisory Services LLC
INCREASED
Shares654 from 629
Change+25 (+4%)
Value$232.1K (+$17.6K)
Filed 2026-10-30
Fiscal Wisdom Wealth Management, LLC
UNCHANGED
Shares652 from 652
Change0 (0%)
Value$259.0K (+$36.7K)
Filed 2026-10-16
HRC Wealth Management, LLC
UNCHANGED
Shares651 from 651
Change0 (0%)
Value$258.6K (+$36.6K)
Filed 2026-10-16
D.B. Root & Company, LLC
INCREASED
Shares650 from 602
Change+48 (+8%)
Value$258.3K (+$53.0K)
Filed 2026-11-04
Share Andrew L.
NEW
Shares648
Change+648
Value$257.5K
Filed 2026-11-06
Sterling Investment Advisors, Ltd.
DECREASED
Shares645 from 660
Change-15 (-2%)
Value$256.3K (+$31.2K)
Filed 2026-10-27
Alliance Wealth Advisors, LLC
DECREASED
Shares644 from 687
Change-43 (-6%)
Value$255.9K (+$21.6K)
Filed 2026-10-28
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares642 from 446
Change+196 (+44%)
Value$255.3K (+$103.2K)
Filed 2026-10-16
Insight Wealth Partners, LLC
DECREASED
Shares639 from 799
Change-160 (-20%)
Value$253.9K (-$18.6K)
Filed 2026-10-26
Hurley Capital, LLC
DECREASED
Shares639 from 654
Change-15 (-2%)
Value$253.9K (+$30.9K)
Filed 2026-11-05
Hoey Investments, Inc
UNCHANGED
Shares637 from 637
Change0 (0%)
Value$253.1K (+$35.9K)
Filed 2026-10-29
Hartmann Taylor Wealth Management, LLC
NEW
Shares636
Change+636
Value$252.7K
Filed 2026-10-14
Rezny Wealth Management, Inc.
NEW
Shares633
Change+633
Value$251.6K
Filed 2026-10-15
GHP Investment Advisors, Inc.
INCREASED
Shares633 from 561
Change+72 (+13%)
Value$251.3K (+$60.2K)
Filed 2026-10-15
Client 1ST Advisory Group, LLC
DECREASED
Shares633 from 638
Change-5 (-1%)
Value$251.5K (+$33.9K)
Filed 2026-10-19
Oakmont Investment Advisors, Inc.
INCREASED
Shares633 from 628
Change+5 (+1%)
Value$251.5K (+$37.3K)
Filed 2026-10-21
Verus Financial Partners, Inc.
INCREASED
Shares632 from 606
Change+26 (+4%)
Value$251.1K (+$44.4K)
Filed 2026-10-29
Haven Private, LLC
UNCHANGED
Shares630 from 630
Change0 (0%)
Value$250.3K (+$35.5K)
Filed 2026-10-27
Arbor Investment Advisors, LLC
DECREASED
Shares629 from 705
Change-76 (-11%)
Value$249.9K (+$9.5K)
Filed 2026-10-26
Milestone Asset Management, LLC
DECREASED
Shares629 from 693
Change-64 (-9%)
Value$249.9K (+$13.6K)
Filed 2026-10-15
Strategic Family Wealth Counselors, L.L.C.
UNCHANGED
Shares628 from 628
Change0 (0%)
Value$249.5K (+$35.4K)
Filed 2026-10-29
Yoder Wealth Management, Inc.
DECREASED
Shares625 from 640
Change-15 (-2%)
Value$248.3K (+$30.1K)
Filed 2026-10-13
Columbia Asset Management
NEW
Shares622
Change+622
Value$247.1K
Filed 2026-10-19
Townsend Asset Management Corp
UNCHANGED
Shares622 from 622
Change0 (0%)
Value$247.1K (+$35.0K)
Filed 2026-10-29
First Financial Group Corp
NEW
Shares615
Change+615
Value$244.3K
Filed 2026-10-22
IMG Wealth Management, Inc.
DECREASED
Shares613 from 643
Change-30 (-5%)
Value$243.6K (+$24.3K)
Filed 2026-10-27
Integris Wealth Management, LLC
DECREASED
Shares612 from 832
Change-220 (-26%)
Value$243.2K (-$40.6K)
Filed 2026-10-14
L. Roy Papp & Associates, LLP
UNCHANGED
Shares611 from 611
Change0 (0%)
Value$242.8K (+$34.4K)
Filed 2026-10-21
Ahara Advisors LLC
INCREASED
Shares608 from 588
Change+20 (+3%)
Value$241.6K (+$41.0K)
Filed 2026-10-29
Towerpoint Wealth, LLC
DECREASED
Shares606 from 657
Change-51 (-8%)
Value$240.8K (+$16.7K)
Filed 2026-10-13
NBZ Investment Advisors LLC
UNCHANGED
Shares606 from 606
Change0 (0%)
Value$240.8K (+$34.1K)
Filed 2026-10-30
Rosenberg Matthew Hamilton
DECREASED
Shares605 from 617
Change-12 (-2%)
Value$240.4K (+$30.0K)
Filed 2026-10-05
Verisail Partners, LLC
INCREASED
Shares605 from 601
Change+4 (+1%)
Value$240.4K (+$35.4K)
Filed 2026-10-19
Lotus Asset Management LLC
INCREASED
Shares605 from 604
Change+1 (+0%)
Value$240.2K (+$34.2K)
Filed 2026-10-14
Hoxton Planning & Management, LLC
NEW
Shares604
Change+604
Value$240.0K
Filed 2026-10-15
Colonial River Investments, LLC
NEW
Shares600
Change+600
Value$238.4K
Filed 2026-10-19
William John Sempolinski
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$238.4K (+$33.8K)
Filed 2026-10-20
Rachor Investment Advisory Services, LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$238.4K (+$33.8K)
Filed 2026-10-29
RW Investment Management LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$238.4K (+$33.8K)
Filed 2026-11-03
TL Private Wealth
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$242.3K (+$40.1K)
Filed 2026-10-13
OFC Financial Planning, LLC
UNCHANGED
Shares592 from 592
Change0 (0%)
Value$235.2K (+$33.3K)
Filed 2026-11-06
Burton Enright Welch
NEW
Shares591
Change+591
Value$234.8K
Filed 2026-11-04
CFS Investment Advisory Services, LLC
NEW
Shares591
Change+591
Value$248.2K
Filed 2026-10-19
Urban Wealth Management, LLC
UNCHANGED
Shares591 from 591
Change0 (0%)
Value$234.8K (+$33.3K)
Filed 2026-10-21
Isthmus Partners, LLC
UNCHANGED
Shares590 from 590
Change0 (0%)
Value$234.4K (+$33.2K)
Filed 2026-10-21
GenTrust, LLC
NEW
Shares588
Change+588
Value$233.6K
Filed 2026-11-06
MSH Capital Advisors LLC
DECREASED
Shares588 from 674
Change-86 (-13%)
Value$233.6K (+$3.8K)
Filed 2026-11-03
Baker Tilly Wealth Management, LLC
DECREASED
Shares588 from 638
Change-50 (-8%)
Value$233.8K (+$16.2K)
Filed 2026-10-05
PVG Asset Management Corp
NEW
Shares583
Change+583
Value$231.6K
Filed 2026-10-19
Precedent Wealth Partners, LLC
DECREASED
Shares582 from 1,729
Change-1,147 (-66%)
Value$231.0K (-$358.6K)
Filed 2026-10-21
Rasp Wealth Solutions, LLC
NEW
Shares580
Change+580
Value$230.4K
Filed 2026-11-06
Carnegie Lake Advisors LLC
NEW
Shares580
Change+580
Value$230.4K
Filed 2026-11-06
Align Financial, LLC
INCREASED
Shares580 from 570
Change+10 (+2%)
Value$230.4K (+$36.1K)
Filed 2026-10-16
Unique Wealth, LLC
NEW
Shares579
Change+579
Value$230.0K
Filed 2026-10-16
Phillips Financial Management, LLC
NEW
Shares578
Change+578
Value$229.6K
Filed 2026-10-19
Foresight Capital Management Advisors, Inc.
DECREASED
Shares577 from 592
Change-15 (-3%)
Value$229.3K (+$27.4K)
Filed 2026-10-27
Kieckhefer Group LLC
NEW
Shares575
Change+575
Value$228.5K
Filed 2026-10-13
Family Office Research LLC
DECREASED
Shares574 from 598
Change-24 (-4%)
Value$228.1K (+$24.1K)
Filed 2026-10-14
Annex Advisory Services, LLC
DECREASED
Shares573 from 652
Change-79 (-12%)
Value$227.7K (+$5.2K)
Filed 2026-10-16
Langley Wealth Management, LLC
NEW
Shares572
Change+572
Value$227.3K
Filed 2026-11-04
Accel Wealth Management
NEW
Shares571
Change+571
Value$226.9K
Filed 2026-10-13
South Shore Capital Advisors
NEW
Shares570
Change+570
Value$226.5K
Filed 2026-10-20
Park Edge Advisors, LLC
NEW
Shares568
Change+568
Value$225.7K
Filed 2026-10-28
Brian LOW Financial Group, LLC
NEW
Shares568
Change+568
Value$225.7K
Filed 2026-10-28
Alternative Investment Advisors, Llc.
DECREASED
Shares566 from 612
Change-46 (-8%)
Value$224.9K (+$16.2K)
Filed 2026-11-03
Connecticut Capital Management Group, LLC
NEW
Shares565
Change+565
Value$224.5K
Filed 2026-10-29
Key Client Fiduciary Advisors, LLC
DECREASED
Shares564 from 593
Change-29 (-5%)
Value$224.1K (+$21.9K)
Filed 2026-10-19
Exchange Bank
NEW
Shares563
Change+563
Value$223.7K
Filed 2026-10-07
Eley Financial Management, Inc
NEW
Shares562
Change+562
Value$223.3K
Filed 2026-11-03
Guardian Asset Advisors, LLC
NEW
Shares562
Change+562
Value$223.3K
Filed 2026-10-16
West Paces Advisors Inc.
UNCHANGED
Shares562 from 562
Change0 (0%)
Value$223.3K (+$31.6K)
Filed 2026-10-13
Peoples Bank
DECREASED
Shares559 from 629
Change-70 (-11%)
Value$222.1K (+$7.6K)
Filed 2026-10-26
Chapin Davis, Inc.
NEW
Shares558
Change+558
Value$221.7K
Filed 2026-10-09
RMR Capital Management, LLC
NEW
Shares556
Change+556
Value$220.9K
Filed 2026-10-23
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED
Shares555 from 695
Change-140 (-20%)
Value$220.5K (-$16.5K)
Filed 2026-10-13
Welch Financial Planning, LLC
NEW
Shares554
Change+554
Value$220.1K
Filed 2026-11-06
Family Capital Management, Inc.
NEW
Shares553
Change+553
Value$219.7K
Filed 2026-11-03
Hamilton Capital, LLC
NEW
Shares551
Change+551
Value$218.9K
Filed 2026-10-08
Centerpoint Advisory Group
NEW
Shares551
Change+551
Value$218.9K
Filed 2026-10-23
Blume Capital Management, Inc.
DECREASED
Shares550 from 700
Change-150 (-21%)
Value$218.5K (-$20.2K)
Filed 2026-10-26
Owl Creek Wealth Partners LLC
INCREASED
Shares550 from 521
Change+29 (+6%)
Value$218.5K (+$40.8K)
Filed 2026-10-20
Stonebridge Financial Group, LLC
NEW
Shares548
Change+548
Value$217.7K
Filed 2026-10-01
Human Investing LLC
NEW
Shares548
Change+548
Value$217.9K
Filed 2026-10-19
DDD Partners, LLC
NEW
Shares547
Change+547
Value$217.1K
Filed 2026-11-02
Gerald Baker Financial Group LLC
NEW
Shares541
Change+541
Value$214.9K
Filed 2026-10-09
Spinnaker Investment Group, LLC
DECREASED
Shares541 from 1,146
Change-605 (-53%)
Value$214.9K (-$175.9K)
Filed 2026-10-13
Left Brain Wealth Management, LLC
NEW
Shares540
Change+540
Value$214.5K
Filed 2026-10-28
Purewater Capital LLC
NEW
Shares539
Change+539
Value$214.2K
Filed 2026-10-23
Wealth Alliance Advisory Group, LLC
DECREASED
Shares539 from 632
Change-93 (-15%)
Value$214.2K (-$1.4K)
Filed 2026-10-14
Financial Synergies Wealth Advisors, Inc.
NEW
Shares538
Change+538
Value$213.8K
Filed 2026-10-16
Lincoln Capital Corp
NEW
Shares536
Change+536
Value$213.0K
Filed 2026-10-13
Kure Advisory, LLC
NEW
Shares536
Change+536
Value$213.0K
Filed 2026-10-08
Split Creek LLC DBA Split Creek Capital LLC
NEW
Shares534
Change+534
Value$212.2K
Filed 2026-11-02
Rahlfs Capital, LLC
NEW
Shares534
Change+534
Value$212.2K
Filed 2026-10-23
Retirement Planning Group, LLC
NEW
Shares534
Change+534
Value$212.2K
Filed 2026-10-19
Birch Hill Investment Advisors LLC
NEW
Shares531
Change+531
Value$211.0K
Filed 2026-10-16
Private Client Services, LLC
NEW
Shares528
Change+528
Value$209.8K
Filed 2026-10-02
Enhancing Capital LLC
NEW
Shares528
Change+528
Value$209.8K
Filed 2026-10-26
Fulcrum Wealth Advisors, LLC
NEW
Shares526
Change+526
Value$209.0K
Filed 2026-10-16
Sage Investment Advisers LLC
DECREASED
Shares525 from 740
Change-215 (-29%)
Value$208.6K (-$43.8K)
Filed 2026-10-21
Cooper Capital Advisors LLC
NEW
Shares524
Change+524
Value$208.2K
Filed 2026-10-29
Archford Capital Strategies, LLC
NEW
Shares523
Change+523
Value$207.8K
Filed 2026-10-19
Realta Investment Advisors
NEW
Shares521
Change+521
Value$207.0K
Filed 2026-10-14
Elevation Capital Advisory, LLC
NEW
Shares519
Change+519
Value$206.2K
Filed 2026-10-29
City State Bank
UNCHANGED
Shares519 from 519
Change0 (0%)
Value$206.2K (+$29.2K)
Filed 2026-10-20
Arch Global Advisors, LLC
NEW
Shares518
Change+518
Value$205.8K
Filed 2026-10-23
KG Capital Management
NEW
Shares518
Change+518
Value$205.8K
Filed 2026-10-15
Breakwater Capital Group
NEW
Shares518
Change+518
Value$205.8K
Filed 2026-10-09
Able Financial Group, LLC
NEW
Shares517
Change+517
Value$205.4K
Filed 2026-10-14
ARS Investment Partners, LLC
NEW
Shares516
Change+516
Value$205.0K
Filed 2026-11-05
Prospera Capital Management, LLC
NEW
Shares516
Change+516
Value$205.0K
Filed 2026-10-19
Eagle Wealth Strategies LLC
DECREASED
Shares516 from 625
Change-109 (-17%)
Value$205.0K (-$8.1K)
Filed 2026-10-20
Keener Financial Planning LLC
NEW
Shares514
Change+514
Value$204.2K
Filed 2026-11-06
Northcape Wealth Management, LLC
NEW
Shares512
Change+512
Value$203.4K
Filed 2026-11-04
Manchester Capital Management LLC
DECREASED
Shares512 from 1,081
Change-569 (-53%)
Value$203.4K (-$165.2K)
Filed 2026-10-22
First City Capital Management, Inc.
NEW
Shares510
Change+510
Value$202.6K
Filed 2026-10-27
LightSquare Wealth Management, LLC
DECREASED
Shares510 from 695
Change-185 (-27%)
Value$202.6K (-$34.4K)
Filed 2026-11-03
Stronghold Wealth Management L.L.C.
NEW
Shares509
Change+509
Value$202.2K
Filed 2026-10-16
Wiser Wealth Management, Inc
NEW
Shares507
Change+507
Value$201.4K
Filed 2026-10-14
River Street Advisors LLC
NEW
Shares506
Change+506
Value$201.0K
Filed 2026-10-22
MKT Advisors LLC
NEW
Shares506
Change+506
Value$201.6K
Filed 2026-10-20
Patrick M Sweeney & Associates, Inc
NEW
Shares505
Change+505
Value$200.6K
Filed 2026-10-22
Wealthstar Advisors, LLC
NEW
Shares504
Change+504
Value$200.2K
Filed 2026-10-19
Ballast, Inc.
NEW
Shares504
Change+504
Value$200.2K
Filed 2026-10-20
One Degree Advisors Inc
NEW
Shares487
Change+487
Value$204.5K
Filed 2026-11-06
First Pacific Financial
INCREASED
Shares487 from 287
Change+200 (+70%)
Value$193.5K (+$95.6K)
Filed 2026-10-14
Toth Financial Advisory Corp
INCREASED
Shares481 from 458
Change+23 (+5%)
Value$191.1K (+$34.9K)
Filed 2026-10-08
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares481 from 481
Change0 (0%)
Value$191.1K (+$27.1K)
Filed 2026-10-20
Grove Bank & Trust
INCREASED
Shares472 from 441
Change+31 (+7%)
Value$187.5K (+$37.1K)
Filed 2026-10-08
Glass Jacobson Investment Advisors llc
DECREASED
Shares460 from 610
Change-150 (-25%)
Value$182.7K (-$25.3K)
Filed 2026-10-26
Reap Financial Group, LLC
INCREASED
Shares458 from 397
Change+61 (+15%)
Value$182.2K (+$46.6K)
Filed 2026-11-02
Dhjj Financial Advisors, Ltd.
INCREASED
Shares458 from 446
Change+12 (+3%)
Value$182.0K (+$29.9K)
Filed 2026-10-23
Miller Global Investments, LLC
INCREASED
Shares456 from 90
Change+366 (+407%)
Value$181.2K (+$150.5K)
Filed 2026-10-02
Physician Wealth Advisors, Inc.
INCREASED
Shares451 from 392
Change+59 (+15%)
Value$179.2K (+$45.5K)
Filed 2026-10-20
Fortitude Family Office, LLC
INCREASED
Shares445 from 316
Change+129 (+41%)
Value$176.8K (+$69.0K)
Filed 2026-10-14
Vaquero Private Wealth, LTD
UNCHANGED
Shares436 from 436
Change0 (0%)
Value$173.2K (+$24.5K)
Filed 2026-10-27
American National Bank & Trust
INCREASED
Shares426 from 383
Change+43 (+11%)
Value$169.3K (+$38.6K)
Filed 2026-10-07
Tounjian Advisory Partners, LLC
DECREASED
Shares419 from 756
Change-337 (-45%)
Value$166.5K (-$91.3K)
Filed 2026-11-04
Birch Financial Group, LLC
NEW
Shares416
Change+416
Value$165.2K
Filed 2026-10-27
Wilkerson Advisory Group LLC
INCREASED
Shares412 from 374
Change+38 (+10%)
Value$163.7K (+$36.2K)
Filed 2026-10-20
Covestor Ltd
DECREASED
Shares401 from 934
Change-533 (-57%)
Value$160 (-$318.8K)
Filed 2026-10-30
Ramsey Quantitative Systems
NEW
Shares397
Change+397
Value$157.7K
Filed 2026-10-22
Abound Wealth Management
INCREASED
Shares389 from 211
Change+178 (+84%)
Value$154.6K (+$82.6K)
Filed 2026-10-26
Plante Moran Financial Advisors, LLC
DECREASED
Shares383 from 671
Change-288 (-43%)
Value$152.2K (-$76.7K)
Filed 2026-11-04
Hartford Financial Management Inc.
UNCHANGED
Shares376 from 376
Change0 (0%)
Value$149.4K (+$21.2K)
Filed 2026-10-21
Ares Financial Consulting, LLC
INCREASED
Shares369 from 362
Change+7 (+2%)
Value$146.6K (+$23.2K)
Filed 2026-10-19
Joseph Group Capital Management
INCREASED
Shares360 from 333
Change+27 (+8%)
Value$143.0K (+$29.5K)
Filed 2026-11-04
James T. Borello RIA
INCREASED
Shares350 from 348
Change+2 (+1%)
Value$139.1K (+$20.4K)
Filed 2026-10-16
Piscataqua Savings Bank
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$139.1K (+$19.7K)
Filed 2026-10-21
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares343 from 1,539
Change-1,196 (-78%)
Value$136.3K (-$388.7K)
Filed 2026-10-14
Latitude Advisors, LLC
NEW
Shares336
Change+336
Value$133.3K
Filed 2026-10-27
Mcdonald Partners LLC
INCREASED
Shares336 from 270
Change+66 (+24%)
Value$133.5K (+$41.4K)
Filed 2026-11-03
Downshift Financial, LLC
INCREASED
Shares335 from 126
Change+209 (+166%)
Value$133.1K (+$90.1K)
Filed 2026-10-13
Avion Wealth
INCREASED
Shares334 from 320
Change+14 (+4%)
Value$132 (-$108.9K)
Filed 2026-11-04
Aspect Partners, LLC
INCREASED
Shares325 from 319
Change+6 (+2%)
Value$129.1K (+$20.3K)
Filed 2026-10-20
Sherman Asset Management, Inc.
UNCHANGED
Shares323 from 323
Change0 (0%)
Value$128.3K (+$18.2K)
Filed 2026-11-05
Gilpin Wealth Management, LLC
INCREASED
Shares319 from 318
Change+1 (+0%)
Value$126.7K (+$18.3K)
Filed 2026-10-09
Lodestone Wealth Management LLC
UNCHANGED
Shares309 from 309
Change0 (0%)
Value$122.8K (+$17.4K)
Filed 2026-10-14
High Note Wealth, LLC
INCREASED
Shares307 from 265
Change+42 (+16%)
Value$122.0K (+$31.6K)
Filed 2026-10-27
PFS Partners, LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$119.2K (+$16.9K)
Filed 2026-10-21
Kings Path Partners LLC
UNCHANGED
Shares288 from 288
Change0 (0%)
Value$114.4K (+$16.2K)
Filed 2026-10-21
Center for Financial Planning, Inc.
DECREASED
Shares278 from 294
Change-16 (-5%)
Value$110.5K (+$10.2K)
Filed 2026-10-26
West Branch Capital LLC
NEW
Shares274
Change+274
Value$108.9K
Filed 2026-10-20
Disciplina Capital Management LLC
UNCHANGED
Shares261 from 261
Change0 (0%)
Value$103.7K (+$14.7K)
Filed 2026-11-06
MidAtlantic Capital Management, Inc.
NEW
Shares254
Change+254
Value$100.9K
Filed 2026-11-05
Hara Capital LLC
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$99.3K (+$14.1K)
Filed 2026-10-30
Hanson & Doremus Investment Management
INCREASED
Shares248 from 42
Change+206 (+490%)
Value$99 (+$85)
Filed 2026-10-16
Indiana Trust & Investment Management Co
UNCHANGED
Shares248 from 248
Change0 (0%)
Value$98.5K (+$14.0K)
Filed 2026-10-22
Torren Management, LLC
INCREASED
Shares245 from 42
Change+203 (+483%)
Value$97.3K (+$83.0K)
Filed 2026-10-29
Centerpoint Advisors, LLC
INCREASED
Shares245 from 244
Change+1 (+0%)
Value$97 (-$82.9K)
Filed 2026-11-05
United Community Bank
UNCHANGED
Shares244 from 244
Change0 (0%)
Value$96.9K (+$13.7K)
Filed 2026-10-28
Deseret Mutual Benefit Administrators
DECREASED
Shares242 from 273
Change-31 (-11%)
Value$96.1K (+$3.1K)
Filed 2026-11-04
Horizon Financial Services, LLC
INCREASED
Shares241 from 175
Change+66 (+38%)
Value$95.8K (+$36.1K)
Filed 2026-11-04
True Wealth Design, LLC
INCREASED
Shares233 from 202
Change+31 (+15%)
Value$92.6K (+$23.7K)
Filed 2026-10-13
Barrett & Company, Inc.
DECREASED
Shares232 from 732
Change-500 (-68%)
Value$92.2K (-$157.5K)
Filed 2026-10-22
Capital Advisors, Ltd. LLC
INCREASED
Shares232 from 188
Change+44 (+23%)
Value$92 (+$28)
Filed 2026-10-27
Elevated Capital Advisors, LLC
UNCHANGED
Shares230 from 230
Change0 (0%)
Value$91.5K (+$13.0K)
Filed 2026-11-04
Quaker Wealth Management, LLC
UNCHANGED
Shares227 from 227
Change0 (0%)
Value$90.2K (+$12.8K)
Filed 2026-10-22
Winch Advisory Services, LLC
UNCHANGED
Shares222 from 222
Change0 (0%)
Value$88.1K (+$12.5K)
Filed 2026-11-06
Hilton Head Capital Partners, LLC
UNCHANGED
Shares222 from 222
Change0 (0%)
Value$88.2K (+$12.5K)
Filed 2026-10-23
Collier Financial
DECREASED
Shares220 from 240
Change-20 (-8%)
Value$87.4K (+$5.6K)
Filed 2026-11-06
Raleigh Capital Management Inc.
DECREASED
Shares218 from 222
Change-4 (-2%)
Value$86.6K (+$10.9K)
Filed 2026-10-28
Pathway Financial Advisers, LLC
NEW
Shares217
Change+217
Value$86.0K
Filed 2026-10-27
Lloyd Advisory Services, Llc.
UNCHANGED
Shares215 from 215
Change0 (0%)
Value$85.5K (+$12.2K)
Filed 2026-11-02
Strengthening Families & Communities, LLC
UNCHANGED
Shares209 from 209
Change0 (0%)
Value$83.0K (+$11.8K)
Filed 2026-10-21
Kentucky Trust Co
UNCHANGED
Shares205 from 205
Change0 (0%)
Value$81.4K (+$11.5K)
Filed 2026-10-15
Byrne Asset Management LLC
INCREASED
Shares202 from 192
Change+10 (+5%)
Value$80.0K (+$14.6K)
Filed 2026-10-06
IAG Wealth Partners, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$79.5K (+$11.3K)
Filed 2026-11-06
Pacifica Partners Inc.
UNCHANGED
Shares186 from 186
Change0 (0%)
Value$73.7K (+$9.0K)
Filed 2026-10-09
Concord Wealth Partners
DECREASED
Shares181 from 312
Change-131 (-42%)
Value$72.1K (-$34.3K)
Filed 2026-11-02
LFA - Lugano Financial Advisors SA
UNCHANGED
Shares160 from 160
Change0 (0%)
Value$63.6K (+$9.0K)
Filed 2026-11-03
GK Wealth Management LLC
NEW
Shares159
Change+159
Value$63.2K
Filed 2026-10-09
Marquette Asset Management, LLC
UNCHANGED
Shares153 from 153
Change0 (0%)
Value$60.8K (+$8.6K)
Filed 2026-10-09
North Point Portfolio Managers Corp
NEW
Shares150
Change+150
Value$59.6K
Filed 2026-10-07
MTM Investment Management, LLC
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$59.6K (+$8.4K)
Filed 2026-10-30
Cape Investment Advisory, Inc.
INCREASED
Shares146 from 94
Change+52 (+55%)
Value$58.0K (+$26.0K)
Filed 2026-10-13
Retirement Wealth Solutions LLC
INCREASED
Shares137 from 86
Change+51 (+59%)
Value$54.4K (+$25.1K)
Filed 2026-10-07
Kingdom Financial Group Llc.
INCREASED
Shares134 from 121
Change+13 (+11%)
Value$53.2K (+$12.0K)
Filed 2026-11-04
Bay Harbor Wealth Management, LLC
INCREASED
Shares130 from 78
Change+52 (+67%)
Value$51.7K (+$25.1K)
Filed 2026-11-03
Hughes Financial Services, LLC
INCREASED
Shares124 from 110
Change+14 (+13%)
Value$47.2K (+$9.7K)
Filed 2026-10-30
Princeton Global Asset Management LLC
UNCHANGED
Shares124 from 124
Change0 (0%)
Value$49.3K (+$7.0K)
Filed 2026-10-21
Strategic Advocates LLC
DECREASED
Shares122 from 433
Change-311 (-72%)
Value$48.5K (-$99.2K)
Filed 2026-11-03
Key FInancial Inc
INCREASED
Shares117 from 36
Change+81 (+225%)
Value$46.5K (+$34.2K)
Filed 2026-11-02
Evolution Wealth Management Inc.
DECREASED
Shares116 from 164
Change-48 (-29%)
Value$46.1K (-$9.8K)
Filed 2026-10-28
DT Investment Partners, LLC
UNCHANGED
Shares115 from 115
Change0 (0%)
Value$45.7K (+$6.5K)
Filed 2026-10-27
Meriwether Wealth & Planning, LLC
NEW
Shares114
Change+114
Value$45.3K
Filed 2026-10-13
First Premier Bank
UNCHANGED
Shares114 from 114
Change0 (0%)
Value$45 (+$6)
Filed 2026-10-13
Cedar Mountain Advisors, LLC
DECREASED
Shares113 from 166
Change-53 (-32%)
Value$44.9K (-$11.7K)
Filed 2026-10-15
Bare Financial Services, Inc
INCREASED
Shares107 from 94
Change+13 (+14%)
Value$42.5K (+$10.5K)
Filed 2026-11-04
Balance Wealth Partners LLC
NEW
Shares106
Change+106
Value$42.2K
Filed 2026-10-27
Comprehensive Financial Planning, Inc.
UNCHANGED
Shares106 from 106
Change0 (0%)
Value$42.1K (+$6.0K)
Filed 2026-10-27
Beacon Financial Strategies Corp
NEW
Shares101
Change+101
Value$40.1K
Filed 2026-10-14
Steph & Co
INCREASED
Shares101 from 96
Change+5 (+5%)
Value$40.1K (+$7.4K)
Filed 2026-10-07
Private Wealth Management Group, LLC
UNCHANGED
Shares101 from 101
Change0 (0%)
Value$40.1K (+$5.7K)
Filed 2026-10-19
Nova Financial LLC
NEW
Shares100
Change+100
Value$39.7K
Filed 2026-11-04
Pioneer Family Office, LLC
DECREASED
Shares100 from 150
Change-50 (-33%)
Value$39.7K (-$11.4K)
Filed 2026-10-30
Tsfg, LLC
DECREASED
Shares95 from 195
Change-100 (-51%)
Value$38 (-$66.0K)
Filed 2026-10-23
Creative Capital Management Investments LLC
INCREASED
Shares95 from 28
Change+67 (+239%)
Value$37.7K (+$28.2K)
Filed 2026-10-28
DecisionPoint Financial, LLC
DECREASED
Shares93 from 156
Change-63 (-40%)
Value$36.9K (-$18.1K)
Filed 2026-10-27
IFS Advisors, LLC
UNCHANGED
Shares89 from 89
Change0 (0%)
Value$35.4K (+$5.0K)
Filed 2026-10-14
SRH Advisors, LLC
UNCHANGED
Shares88 from 88
Change0 (0%)
Value$35.0K (+$5.0K)
Filed 2026-10-22
Gen-Wealth Partners Inc
UNCHANGED
Shares88 from 88
Change0 (0%)
Value$35.0K (+$5.0K)
Filed 2026-11-04
Clark Wealth Partners
INCREASED
Shares87 from 76
Change+11 (+14%)
Value$34.6K (+$8.6K)
Filed 2026-10-19
Financial Network Wealth Advisors LLC
DECREASED
Shares85 from 143
Change-58 (-41%)
Value$33.8K (-$15.0K)
Filed 2026-10-28
FNY Investment Advisers, LLC
DECREASED
Shares82 from 3,020
Change-2,938 (-97%)
Value$32 (-$997)
Filed 2026-10-16
Baer Investment Advisory LLC
NEW
Shares79
Change+79
Value$31.4K
Filed 2026-10-13
Putney Financial Group LLC
NEW
Shares77
Change+77
Value$30.6K
Filed 2026-10-30
Maryland Capital Advisors Inc.
UNCHANGED
Shares76 from 76
Change0 (0%)
Value$30.2K (+$4.3K)
Filed 2026-10-15
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED
Shares75 from 30
Change+45 (+150%)
Value$30 (+$20)
Filed 2026-10-14
Southern Michigan Bank & Trust
DECREASED
Shares75 from 91
Change-16 (-18%)
Value$29.8K (-$1.2K)
Filed 2026-10-19
Addison Advisors LLC
INCREASED
Shares67 from 52
Change+15 (+29%)
Value$26.6K (+$8.9K)
Filed 2026-11-06
Mascoma Wealth Management LLC
DECREASED
Shares66 from 70
Change-4 (-6%)
Value$26.2K (+$2.4K)
Filed 2026-10-23
Contravisory Investment Management, Inc.
INCREASED
Shares63 from 49
Change+14 (+29%)
Value$25.0K (+$8.3K)
Filed 2026-10-13
Halbert Hargrove Global Advisors, LLC
INCREASED
Shares60 from 7
Change+53 (+757%)
Value$23.8K (+$21.5K)
Filed 2026-10-16
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$23.8K (+$3.4K)
Filed 2026-10-30
Valued Wealth Advisors LLC
DECREASED
Shares59 from 61
Change-2 (-3%)
Value$23.4K (+$2.6K)
Filed 2026-11-05
Burk Holdings LLC
INCREASED
Shares58 from 22
Change+36 (+164%)
Value$23.0K (+$15.5K)
Filed 2026-11-05
Acumen Wealth Advisors, LLC
INCREASED
Shares57 from 39
Change+18 (+46%)
Value$22.6K (+$9.3K)
Filed 2026-11-05
Virginia Estate & Retirement Planning Advisors Inc.
UNCHANGED
Shares56 from 56
Change0 (0%)
Value$22.2K (+$3.2K)
Filed 2026-10-14
Jnba Financial Advisors
INCREASED
Shares54 from 24
Change+30 (+125%)
Value$21.5K (+$13.3K)
Filed 2026-11-03
Planning Strategies Inc.
INCREASED
Shares54 from 49
Change+5 (+10%)
Value$21.5K (+$4.7K)
Filed 2026-10-02
Luken Investment Analytics, LLC
UNCHANGED
Shares52 from 52
Change0 (0%)
Value$20.7K (+$2.9K)
Filed 2026-11-06
Richardson Capital Management LLC
INCREASED
Shares45 from 34
Change+11 (+32%)
Value$17.9K (+$6.3K)
Filed 2026-10-23
Smallwood Wealth Investment Management, LLC
INCREASED
Shares42 from 26
Change+16 (+62%)
Value$16.7K (+$7.8K)
Filed 2026-10-30
Paladin Partners, LLC
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$16.7K (+$2.4K)
Filed 2026-10-06
United Financial Planning Group LLC
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$15.9K (+$2.3K)
Filed 2026-11-04
Trust Co
INCREASED
Shares38 from 13
Change+25 (+192%)
Value$15.3K (+$10.7K)
Filed 2026-10-09
Coston, McIsaac & Partners
INCREASED
Shares38 from 30
Change+8 (+27%)
Value$15.1K (+$15.1K)
Filed 2026-11-06
DiNuzzo Private Wealth, Inc.
INCREASED
Shares37 from 35
Change+2 (+6%)
Value$14.7K (+$2.8K)
Filed 2026-10-16
KFG LLC
NEW
Shares36
Change+36
Value$14.3K
Filed 2026-11-02
Essential Partners LLC
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$14.3K (+$2.0K)
Filed 2026-10-14
Bernzott Capital Advisors
NEW
Shares31
Change+31
Value$12.3K
Filed 2026-10-29
Reyes Financial Architecture, Inc.
NEW
Shares30
Change+30
Value$11.9K
Filed 2026-10-22
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$11.9K (+$1.7K)
Filed 2026-10-28
MJT & Associates Financial Advisory Group, Inc.
DECREASED
Shares29 from 92
Change-63 (-68%)
Value$11.5K (-$19.9K)
Filed 2026-10-07
Country Trust Bank
INCREASED
Shares26 from 14
Change+12 (+86%)
Value$10.3K (+$5.6K)
Filed 2026-10-30
New England Capital Financial Advisors LLC
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$9.5K (+$1.4K)
Filed 2026-11-03
Kennebec Savings Bank
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$9.5K (+$1.4K)
Filed 2026-10-22
Davis Capital Management
INCREASED
Shares23 from 21
Change+2 (+10%)
Value$9.1K (+$2.0K)
Filed 2026-10-08
Morton Brown Family Wealth, LLC
DECREASED
Shares21 from 22
Change-1 (-5%)
Value$8.3K (+$842)
Filed 2026-10-23
USA Financial Formulas
NEW
Shares20
Change+20
Value$7.9K
Filed 2026-10-16
Key Capital Management, Inc
DECREASED
Shares20 from 114
Change-94 (-82%)
Value$7.9K (-$30.9K)
Filed 2026-11-03
Breakwater Investment Management
INCREASED
Shares17 from 10
Change+7 (+70%)
Value$6.8K (+$3.3K)
Filed 2026-10-20
Noble Wealth Management PBC
INCREASED
Shares16 from 5
Change+11 (+220%)
Value$6.4K (+$4.7K)
Filed 2026-10-01
WestEnd Advisors, LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$6.0K (+$845)
Filed 2026-10-27
PayPay Securities Corp
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$6.0K (+$845)
Filed 2026-10-27
Quest 10 Wealth Builders, Inc.
INCREASED
Shares13 from 3
Change+10 (+333%)
Value$5.1K (+$4.1K)
Filed 2026-11-02
GGM Financial LLC
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$5.2K (+$732)
Filed 2026-11-05
Birchwood Financial Partners, Inc.
NEW
Shares11
Change+11
Value$4.4K
Filed 2026-11-02
Signature Resources Capital Management, LLC
INCREASED
Shares11 from 8
Change+3 (+38%)
Value$4.4K (+$1.6K)
Filed 2026-10-16
GoalVest Advisory LLC
INCREASED
Shares11 from 9
Change+2 (+22%)
Value$4.4K (+$1.3K)
Filed 2026-10-02
Midwest Capital Advisors, LLC
NEW
Shares10
Change+10
Value$4.0K
Filed 2026-11-04
Laurel Wealth Advisors LLC
NEW
Shares10
Change+10
Value$4.0K
Filed 2026-10-27
Gleason Group, Inc.
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$4.0K (+$563)
Filed 2026-10-15
Nvest Wealth Strategies, Inc.
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$4.0K (+$563)
Filed 2026-10-14
Intelligent Financial Strategies
NEW
Shares6
Change+6
Value$2.4K
Filed 2026-10-16
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$2.4K (+$337)
Filed 2026-10-15
Phillip James Consulting Co.
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$2.4K (+$338)
Filed 2026-11-03
Next Level Wealth Planning, LLC
NEW
Shares5
Change+5
Value$2.0K
Filed 2026-10-29
Maseco LLP
NEW
Shares4
Change+4
Value$1.6K
Filed 2026-10-27
Godsey & Gibb, Inc
NEW
Shares4
Change+4
Value$1.6K
Filed 2026-10-14
3 Factor Indexing, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$795 (+$112)
Filed 2026-10-15
Monetary Solutions, Ltd
NEW
Shares1
Change+1
Value$397
Filed 2026-10-22
Sunrise Financial Services, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$397 (+$56)
Filed 2026-10-21
Banque Pictet & CIE SA
CLOSED
Shares0 from 130,587
Change-130,587 (-100%)
Value$0 (-$44.5M)
Filed 2026-10-16
Broad Peak Investment Advisers Pte Ltd
CLOSED
Shares0 from 55,000
Change-55,000 (-100%)
Value$0 (-$18.8M)
Filed 2026-11-02
Agur Provident & Training Funds Management LTD
CLOSED
Shares0 from 32,100
Change-32,100 (-100%)
Value$0 (-$103.0K)
Filed 2026-11-02
Exane Asset Management
CLOSED
Shares0 from 27,400
Change-27,400 (-100%)
Value$0 (-$10.7M)
Filed 2026-10-22
Jefferies Financial Group Inc.
CLOSED
Shares0 from 20,335
Change-20,335 (-100%)
Value$0 (-$6.9M)
Filed 2026-11-05
Simplex Trading, LLC
CLOSED
Shares0 from 14,905
Change-14,905 (-100%)
Value$0 (-$5.1M)
Filed 2026-11-04
DB Fitzpatrick & Co, Inc
CLOSED
Shares0 from 3,883
Change-3,883 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-19
M&G Plc
CLOSED
Shares0 from 3,657
Change-3,657 (-100%)
Value$0 (-$1.2M)
Filed 2026-11-04
TFB Advisors LLC
CLOSED
Shares0 from 1,905
Change-1,905 (-100%)
Value$0 (-$649.6K)
Filed 2026-11-02
City Center Advisors, LLC
CLOSED
Shares0 from 1,781
Change-1,781 (-100%)
Value$0 (-$607.4K)
Filed 2026-10-08
Wedge Capital Management L L P
CLOSED
Shares0 from 1,568
Change-1,568 (-100%)
Value$0 (-$534.7K)
Filed 2026-10-13
Wakefield Asset Management Lllp
CLOSED
Shares0 from 1,454
Change-1,454 (-100%)
Value$0 (-$495.8K)
Filed 2026-11-05
Counterpoint Mutual Funds LLC
CLOSED
Shares0 from 1,397
Change-1,397 (-100%)
Value$0 (-$476.4K)
Filed 2026-10-16
Pictet Bank & Trust Ltd
CLOSED
Shares0 from 1,323
Change-1,323 (-100%)
Value$0 (-$451.2K)
Filed 2026-10-21
Gallacher Capital Management LLC
CLOSED
Shares0 from 1,290
Change-1,290 (-100%)
Value$0 (-$439.9K)
Filed 2026-10-30
Sepio Capital, LP
CLOSED
Shares0 from 1,175
Change-1,175 (-100%)
Value$0 (-$400.7K)
Filed 2026-10-22
Sensible Money, LLC
CLOSED
Shares0 from 1,091
Change-1,091 (-100%)
Value$0 (-$372.1K)
Filed 2026-10-20
WT Wealth Management
CLOSED
Shares0 from 1,030
Change-1,030 (-100%)
Value$0 (-$351.3K)
Filed 2026-10-13
MQS Management LLC
CLOSED
Shares0 from 850
Change-850 (-100%)
Value$0 (-$289.9K)
Filed 2026-11-06
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 819
Change-819 (-100%)
Value$0 (-$279.3K)
Filed 2026-10-27
VCI Wealth Management LLC
CLOSED
Shares0 from 792
Change-792 (-100%)
Value$0 (-$270.1K)
Filed 2026-10-29
Balentine LLC
CLOSED
Shares0 from 738
Change-738 (-100%)
Value$0 (-$251.7K)
Filed 2026-11-03
Hennessy Advisors Inc
CLOSED
Shares0 from 733
Change-733 (-100%)
Value$0 (-$250.0K)
Filed 2026-10-28
Sage Mountain Advisors LLC
CLOSED
Shares0 from 731
Change-731 (-100%)
Value$0 (-$249.3K)
Filed 2026-11-02
Zega Investments, LLC
CLOSED
Shares0 from 727
Change-727 (-100%)
Value$0 (-$247.9K)
Filed 2026-11-04
Cerro Pacific Wealth Advisors LLC
CLOSED
Shares0 from 692
Change-692 (-100%)
Value$0 (-$236.0K)
Filed 2026-10-22
Meridian Investment Counsel Inc.
CLOSED
Shares0 from 670
Change-670 (-100%)
Value$0 (-$228.5K)
Filed 2026-10-14
OAK Family Advisors, LLC
CLOSED
Shares0 from 665
Change-665 (-100%)
Value$0 (-$226.8K)
Filed 2026-10-19
Cannon Advisors, Inc.
CLOSED
Shares0 from 639
Change-639 (-100%)
Value$0 (-$225.5K)
Filed 2026-10-14
Hendershot Investments Inc.
CLOSED
Shares0 from 631
Change-631 (-100%)
Value$0 (-$215.2K)
Filed 2026-11-05
Shariaportfolio, Inc.
CLOSED
Shares0 from 625
Change-625 (-100%)
Value$0 (-$213.1K)
Filed 2026-10-20
Elite Wealth Management, Inc.
CLOSED
Shares0 from 621
Change-621 (-100%)
Value$0 (-$211.8K)
Filed 2026-11-03
Verity & Verity, LLC
CLOSED
Shares0 from 620
Change-620 (-100%)
Value$0 (-$211.4K)
Filed 2026-10-23
Bedel Financial Consulting, Inc.
CLOSED
Shares0 from 610
Change-610 (-100%)
Value$0 (-$208.0K)
Filed 2026-11-06
Altfest L J & Co Inc
CLOSED
Shares0 from 589
Change-589 (-100%)
Value$0 (-$200.9K)
Filed 2026-10-27
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 368
Change-368 (-100%)
Value$0 (-$125.5K)
Filed 2026-10-29
Stone House Investment Management, LLC
CLOSED
Shares0 from 367
Change-367 (-100%)
Value$0 (-$125.2K)
Filed 2026-10-23
Wellington Grp LLC
CLOSED
Shares0 from 336
Change-336 (-100%)
Value$0 (-$53.9K)
Filed 2026-11-06
Hickory Point Bank & Trust
CLOSED
Shares0 from 300
Change-300 (-100%)
Value$0 (-$102.3K)
Filed 2026-10-01
Bullseye Investment Management, LLC
CLOSED
Shares0 from 160
Change-160 (-100%)
Value$0 (-$54.6K)
Filed 2026-10-29
Old Second National Bank of Aurora
CLOSED
Shares0 from 150
Change-150 (-100%)
Value$0 (-$51.2K)
Filed 2026-10-22
SBK Financial, Inc.
CLOSED
Shares0 from 150
Change-150 (-100%)
Value$0 (-$51.2K)
Filed 2026-11-02
LifeSteps Financial, Inc.
CLOSED
Shares0 from 131
Change-131 (-100%)
Value$0 (-$44.7K)
Filed 2026-10-15
Gill Capital Partners, LLC
CLOSED
Shares0 from 104
Change-104 (-100%)
Value$0 (-$35.5K)
Filed 2026-10-13
Jcic Asset Management Inc.
CLOSED
Shares0 from 103
Change-103 (-100%)
Value$0 (-$16.5K)
Filed 2026-10-30
Robinswood Financial LLC
CLOSED
Shares0 from 78
Change-78 (-100%)
Value$0 (-$26.6K)
Filed 2026-10-20
Solstein Capital, LLC
CLOSED
Shares0 from 76
Change-76 (-100%)
Value$0 (-$25.9K)
Filed 2026-11-02
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 35
Change-35 (-100%)
Value$0 (-$11.9K)
Filed 2026-10-26
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 19
Change-19 (-100%)
Value$0 (-$6.5K)
Filed 2026-10-26
NorthAvenue LLC
CLOSED
Shares0 from 18
Change-18 (-100%)
Value$0 (-$6.1K)
Filed 2026-10-29
Whipplewood Advisors, LLC
CLOSED
Shares0 from 12
Change-12 (-100%)
Value$0 (-$4.1K)
Filed 2026-10-20
CKW Financial Group
CLOSED
Shares0 from 8
Change-8 (-100%)
Value$0 (-$3)
Filed 2026-10-29
Evolution Advisers, Inc.
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 ($0)
Filed 2026-11-06
Navigoe, LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 ($0)
Filed 2026-11-04
Intact Investment Management Inc.
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-11-03
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$3.9M (+$923.2K)
Filed 2026-10-29
BlackRock, Inc.
N/A
Shares— from 75,753,509
Change-75,753,509 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 53,129,128
Change-53,129,128 (-100%)
Value—
State Street Corp
N/A
Shares— from 36,979,497
Change-36,979,497 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 29,450,112
Change-29,450,112 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 25,647,946
Change-25,647,946 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 22,681,876
Change-22,681,876 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 21,715,578
Change-21,715,578 (-100%)
Value—
FMR LLC
N/A
Shares— from 20,054,462
Change-20,054,462 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 19,347,649
Change-19,347,649 (-100%)
Value—
Norges Bank
N/A
Shares— from 9,750,674
Change-9,750,674 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 9,013,366
Change-9,013,366 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 8,778,963
Change-8,778,963 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 8,757,797
Change-8,757,797 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 7,933,568
Change-7,933,568 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 6,959,433
Change-6,959,433 (-100%)
Value—
UBS Group AG
N/A
Shares— from 6,758,096
Change-6,758,096 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 6,563,374
Change-6,563,374 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 6,382,853
Change-6,382,853 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 5,968,975
Change-5,968,975 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 5,771,815
Change-5,771,815 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 5,255,509
Change-5,255,509 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 4,663,303
Change-4,663,303 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 4,155,391
Change-4,155,391 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 4,155,088
Change-4,155,088 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 2,971,233
Change-2,971,233 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 2,923,047
Change-2,923,047 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 2,774,225
Change-2,774,225 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 2,651,188
Change-2,651,188 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 2,287,315
Change-2,287,315 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 2,206,527
Change-2,206,527 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 2,200,492
Change-2,200,492 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 2,155,423
Change-2,155,423 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 2,108,508
Change-2,108,508 (-100%)
Value—
National Pension Service
N/A
Shares— from 1,955,902
Change-1,955,902 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 1,890,330
Change-1,890,330 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 1,814,830
Change-1,814,830 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 1,748,865
Change-1,748,865 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 1,738,183
Change-1,738,183 (-100%)
Value—
Polar Capital Holdings Plc
N/A
Shares— from 1,672,688
Change-1,672,688 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 1,568,853
Change-1,568,853 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 1,506,801
Change-1,506,801 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 1,499,125
Change-1,499,125 (-100%)
Value—
Employees Provident Fund Board
N/A
Shares— from 1,483,872
Change-1,483,872 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 1,379,343
Change-1,379,343 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 1,378,110
Change-1,378,110 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 1,356,049
Change-1,356,049 (-100%)
Value—
Nordea Investment Management AB
N/A
Shares— from 1,344,016
Change-1,344,016 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 1,274,081
Change-1,274,081 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 1,226,765
Change-1,226,765 (-100%)
Value—
Blair William & Co
N/A
Shares— from 1,226,519
Change-1,226,519 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 1,225,032
Change-1,225,032 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 1,217,668
Change-1,217,668 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 1,217,568
Change-1,217,568 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 1,114,157
Change-1,114,157 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 1,077,767
Change-1,077,767 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 1,059,527
Change-1,059,527 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 1,051,624
Change-1,051,624 (-100%)
Value—
Capital Research Global Investors
N/A
Shares— from 1,037,093
Change-1,037,093 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 1,028,476
Change-1,028,476 (-100%)
Value—
Primecap Management Co
N/A
Shares— from 1,019,890
Change-1,019,890 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 1,012,015
Change-1,012,015 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,010,228
Change-1,010,228 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 983,075
Change-983,075 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 976,561
Change-976,561 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 921,892
Change-921,892 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 898,062
Change-898,062 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 896,838
Change-896,838 (-100%)
Value—
Atreides Management, LP
N/A
Shares— from 876,954
Change-876,954 (-100%)
Value—
Storebrand Asset Management AS
N/A
Shares— from 865,983
Change-865,983 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 859,582
Change-859,582 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 857,804
Change-857,804 (-100%)
Value—
ABN Amro Bank N.V.
N/A
Shares— from 826,889
Change-826,889 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 821,125
Change-821,125 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 819,290
Change-819,290 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 809,489
Change-809,489 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 803,974
Change-803,974 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 802,347
Change-802,347 (-100%)
Value—
Aviva PLC
N/A
Shares— from 796,869
Change-796,869 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 796,374
Change-796,374 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 791,795
Change-791,795 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 788,937
Change-788,937 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 780,792
Change-780,792 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 768,300
Change-768,300 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 753,622
Change-753,622 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 752,974
Change-752,974 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 750,730
Change-750,730 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 745,472
Change-745,472 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 741,176
Change-741,176 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 739,323
Change-739,323 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 731,523
Change-731,523 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 693,408
Change-693,408 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 682,604
Change-682,604 (-100%)
Value—
APG Asset Management N.V.
N/A
Shares— from 680,760
Change-680,760 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 678,562
Change-678,562 (-100%)
Value—
Westfield Capital Management Co LP
N/A
Shares— from 658,331
Change-658,331 (-100%)
Value—
Capital International Investors
N/A
Shares— from 654,390
Change-654,390 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 650,811
Change-650,811 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 650,687
Change-650,687 (-100%)
Value—
Employees Retirement System of Texas
N/A
Shares— from 617,726
Change-617,726 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 612,015
Change-612,015 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 599,841
Change-599,841 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 597,325
Change-597,325 (-100%)
Value—
Commerce Bank
N/A
Shares— from 590,311
Change-590,311 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 579,977
Change-579,977 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 579,794
Change-579,794 (-100%)
Value—
American Capital Management Inc
N/A
Shares— from 572,934
Change-572,934 (-100%)
Value—
Mizuho Markets Cayman LP
N/A
Shares— from 570,105
Change-570,105 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 567,729
Change-567,729 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 550,489
Change-550,489 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 548,998
Change-548,998 (-100%)
Value—
Handelsbanken Fonder AB
N/A
Shares— from 537,550
Change-537,550 (-100%)
Value—
Groupama Asset Managment
N/A
Shares— from 531,922
Change-531,922 (-100%)
Value—
Bowen Hanes & Co Inc
N/A
Shares— from 524,331
Change-524,331 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 520,799
Change-520,799 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 512,563
Change-512,563 (-100%)
Value—
Danske Bank A/S
N/A
Shares— from 498,959
Change-498,959 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 485,051
Change-485,051 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 472,881
Change-472,881 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 471,534
Change-471,534 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 471,468
Change-471,468 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 470,621
Change-470,621 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 467,364
Change-467,364 (-100%)
Value—
Lansforsakringar Fondforvaltning AB (publ)
N/A
Shares— from 439,360
Change-439,360 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 432,689
Change-432,689 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 429,408
Change-429,408 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 426,619
Change-426,619 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 414,953
Change-414,953 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 413,419
Change-413,419 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 403,172
Change-403,172 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 393,652
Change-393,652 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 393,015
Change-393,015 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 392,865
Change-392,865 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 388,809
Change-388,809 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 377,013
Change-377,013 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 371,240
Change-371,240 (-100%)
Value—
Stony Point Capital LLC
N/A
Shares— from 370,769
Change-370,769 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 359,916
Change-359,916 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 355,275
Change-355,275 (-100%)
Value—
DJE Kapital AG
N/A
Shares— from 352,384
Change-352,384 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 351,971
Change-351,971 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 350,855
Change-350,855 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 343,493
Change-343,493 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 340,725
Change-340,725 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 340,616
Change-340,616 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 325,760
Change-325,760 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 322,533
Change-322,533 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 305,775
Change-305,775 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 297,911
Change-297,911 (-100%)
Value—
Holocene Advisors, LP
N/A
Shares— from 295,304
Change-295,304 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 290,348
Change-290,348 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 289,615
Change-289,615 (-100%)
Value—
Trillium Asset Management, LLC
N/A
Shares— from 287,388
Change-287,388 (-100%)
Value—
BNP Paribas
N/A
Shares— from 286,837
Change-286,837 (-100%)
Value—
Triodos Investment Management BV
N/A
Shares— from 285,300
Change-285,300 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 275,796
Change-275,796 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 274,135
Change-274,135 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 272,486
Change-272,486 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 259,724
Change-259,724 (-100%)
Value—
Liontrust Investment Partners LLP
N/A
Shares— from 252,805
Change-252,805 (-100%)
Value—
Eventide Asset Management, LLC
N/A
Shares— from 251,535
Change-251,535 (-100%)
Value—
Menora Mivtachim Holdings Ltd.
N/A
Shares— from 248,100
Change-248,100 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 243,703
Change-243,703 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 243,306
Change-243,306 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 242,809
Change-242,809 (-100%)
Value—
Groupe la Francaise
N/A
Shares— from 242,384
Change-242,384 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 240,842
Change-240,842 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 238,721
Change-238,721 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 238,210
Change-238,210 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 237,773
Change-237,773 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 237,433
Change-237,433 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 235,582
Change-235,582 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 235,239
Change-235,239 (-100%)
Value—
Clal Insurance Enterprises Holdings Ltd
N/A
Shares— from 232,499
Change-232,499 (-100%)
Value—
Tredje Ap-fonden
N/A
Shares— from 229,733
Change-229,733 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 225,680
Change-225,680 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 223,656
Change-223,656 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 223,249
Change-223,249 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 222,654
Change-222,654 (-100%)
Value—
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
N/A
Shares— from 221,469
Change-221,469 (-100%)
Value—
Commerzbank Aktiengesellschaft
N/A
Shares— from 217,701
Change-217,701 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 217,137
Change-217,137 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 216,759
Change-216,759 (-100%)
Value—
&partners
N/A
Shares— from 213,317
Change-213,317 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 208,789
Change-208,789 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 208,149
Change-208,149 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 200,411
Change-200,411 (-100%)
Value—
MayTech Global Investments, LLC
N/A
Shares— from 185,946
Change-185,946 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 184,064
Change-184,064 (-100%)
Value—
LGT Group Foundation
N/A
Shares— from 182,846
Change-182,846 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 181,779
Change-181,779 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 181,136
Change-181,136 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 180,868
Change-180,868 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 179,045
Change-179,045 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 174,586
Change-174,586 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 173,552
Change-173,552 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 173,377
Change-173,377 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 167,402
Change-167,402 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 167,383
Change-167,383 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 160,869
Change-160,869 (-100%)
Value—
Alta Park Capital, LP
N/A
Shares— from 160,554
Change-160,554 (-100%)
Value—
Life Cycle Investment Partners Ltd
N/A
Shares— from 153,205
Change-153,205 (-100%)
Value—
Man Group plc
N/A
Shares— from 151,550
Change-151,550 (-100%)
Value—
Avalon Global Asset Management LLC
N/A
Shares— from 149,640
Change-149,640 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 146,134
Change-146,134 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 145,487
Change-145,487 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 142,411
Change-142,411 (-100%)
Value—
Harvest Portfolios Group Inc.
N/A
Shares— from 141,837
Change-141,837 (-100%)
Value—
Sandhill Capital Partners LLC
N/A
Shares— from 141,336
Change-141,336 (-100%)
Value—
Marco Investment Management LLC
N/A
Shares— from 140,085
Change-140,085 (-100%)
Value—
Zurich Insurance Group Ltd
N/A
Shares— from 138,277
Change-138,277 (-100%)
Value—
Wedbush Fund Advisers, LLC
N/A
Shares— from 136,553
Change-136,553 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 136,152
Change-136,152 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 135,164
Change-135,164 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 129,721
Change-129,721 (-100%)
Value—
CapitalatWork S.A.
N/A
Shares— from 128,800
Change-128,800 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 128,750
Change-128,750 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 125,473
Change-125,473 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 123,774
Change-123,774 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 122,434
Change-122,434 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 122,004
Change-122,004 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 121,604
Change-121,604 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 120,848
Change-120,848 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 120,322
Change-120,322 (-100%)
Value—
ING Groep NV
N/A
Shares— from 120,154
Change-120,154 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 119,088
Change-119,088 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 118,669
Change-118,669 (-100%)
Value—
Varma Mutual Pension Insurance Co
N/A
Shares— from 118,624
Change-118,624 (-100%)
Value—
Duquesne Family Office LLC
N/A
Shares— from 116,650
Change-116,650 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 116,335
Change-116,335 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 114,582
Change-114,582 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 113,508
Change-113,508 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 111,705
Change-111,705 (-100%)
Value—
Prudential PLC
N/A
Shares— from 111,270
Change-111,270 (-100%)
Value—
Ilmarinen Mutual Pension Insurance Co
N/A
Shares— from 108,570
Change-108,570 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 108,160
Change-108,160 (-100%)
Value—
Intesa Sanpaolo S.p.A.
N/A
Shares— from 107,066
Change-107,066 (-100%)
Value—
Champlain Investment Partners, LLC
N/A
Shares— from 106,814
Change-106,814 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 104,903
Change-104,903 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 103,822
Change-103,822 (-100%)
Value—
LGT Capital Partners Ltd.
N/A
Shares— from 103,024
Change-103,024 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 101,969
Change-101,969 (-100%)
Value—
Iron Gate Global Advisors LLC
N/A
Shares— from 99,117
Change-99,117 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 98,573
Change-98,573 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 96,638
Change-96,638 (-100%)
Value—
Crosslink Capital Inc
N/A
Shares— from 96,234
Change-96,234 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 95,932
Change-95,932 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 95,594
Change-95,594 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 95,508
Change-95,508 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 95,488
Change-95,488 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 94,466
Change-94,466 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 94,219
Change-94,219 (-100%)
Value—
Elo Mutual Pension Insurance Co
N/A
Shares— from 93,512
Change-93,512 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 92,985
Change-92,985 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 92,495
Change-92,495 (-100%)
Value—
S&CO Inc
N/A
Shares— from 91,852
Change-91,852 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 91,842
Change-91,842 (-100%)
Value—
NWI Management LP
N/A
Shares— from 90,000
Change-90,000 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 89,599
Change-89,599 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 87,052
Change-87,052 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 86,763
Change-86,763 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 86,740
Change-86,740 (-100%)
Value—
Mirova
N/A
Shares— from 86,461
Change-86,461 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 86,429
Change-86,429 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 86,037
Change-86,037 (-100%)
Value—
Stephens Inc
N/A
Shares— from 85,818
Change-85,818 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 84,495
Change-84,495 (-100%)
Value—
Dnca Finance
N/A
Shares— from 83,940
Change-83,940 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 82,942
Change-82,942 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 81,335
Change-81,335 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 81,069
Change-81,069 (-100%)
Value—
Oribel Capital Management, LP
N/A
Shares— from 80,900
Change-80,900 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 80,781
Change-80,781 (-100%)
Value—
Milford Funds LTD
N/A
Shares— from 80,722
Change-80,722 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 79,541
Change-79,541 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 77,280
Change-77,280 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 76,649
Change-76,649 (-100%)
Value—
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
N/A
Shares— from 75,499
Change-75,499 (-100%)
Value—
Allstate Corp
N/A
Shares— from 74,818
Change-74,818 (-100%)
Value—
Connors Investor Services Inc
N/A
Shares— from 73,485
Change-73,485 (-100%)
Value—
Aequim Alternative Investments LP
N/A
Shares— from 73,343
Change-73,343 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 73,055
Change-73,055 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 72,971
Change-72,971 (-100%)
Value—
Motco
N/A
Shares— from 72,779
Change-72,779 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 70,975
Change-70,975 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 69,952
Change-69,952 (-100%)
Value—
LGT Fund Management Co Ltd.
N/A
Shares— from 67,530
Change-67,530 (-100%)
Value—
Stephens Investment Management Group LLC
N/A
Shares— from 67,371
Change-67,371 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 67,278
Change-67,278 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 67,110
Change-67,110 (-100%)
Value—
Ithaka Group LLC
N/A
Shares— from 66,645
Change-66,645 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 65,033
Change-65,033 (-100%)
Value—
Kelly Lawrence W & Associates Inc
N/A
Shares— from 64,860
Change-64,860 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 64,288
Change-64,288 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 64,250
Change-64,250 (-100%)
Value—
EFG International AG
N/A
Shares— from 64,220
Change-64,220 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 63,911
Change-63,911 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 63,880
Change-63,880 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 63,860
Change-63,860 (-100%)
Value—
Mizuho Securities USA LLC
N/A
Shares— from 63,492
Change-63,492 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 63,171
Change-63,171 (-100%)
Value—
Lombard Odier Asset Management (Europe) Ltd
N/A
Shares— from 62,258
Change-62,258 (-100%)
Value—
Knollwood Investment Advisory, LLC
N/A
Shares— from 61,962
Change-61,962 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 61,907
Change-61,907 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 61,838
Change-61,838 (-100%)
Value—
Andra Ap-fonden
N/A
Shares— from 61,440
Change-61,440 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 61,291
Change-61,291 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 60,815
Change-60,815 (-100%)
Value—
Harvest Fund Management Co., Ltd
N/A
Shares— from 60,679
Change-60,679 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 60,516
Change-60,516 (-100%)
Value—
Carroll Investors, Inc
N/A
Shares— from 58,955
Change-58,955 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 58,705
Change-58,705 (-100%)
Value—
Meridiem Capital Partners LP
N/A
Shares— from 58,016
Change-58,016 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 57,869
Change-57,869 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 57,614
Change-57,614 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 57,531
Change-57,531 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 56,975
Change-56,975 (-100%)
Value—
Saudi Central Bank
N/A
Shares— from 56,770
Change-56,770 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 56,508
Change-56,508 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 56,023
Change-56,023 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 55,176
Change-55,176 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 54,397
Change-54,397 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 54,255
Change-54,255 (-100%)
Value—
VAN Lanschot Kempen Investment Management N.V.
N/A
Shares— from 51,970
Change-51,970 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 51,809
Change-51,809 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 51,188
Change-51,188 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 50,901
Change-50,901 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 50,723
Change-50,723 (-100%)
Value—
Laffer Tengler Investments, Inc.
N/A
Shares— from 50,555
Change-50,555 (-100%)
Value—
Kentucky Retirement Systems
N/A
Shares— from 50,500
Change-50,500 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 49,436
Change-49,436 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 49,338
Change-49,338 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 49,049
Change-49,049 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 48,388
Change-48,388 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 48,036
Change-48,036 (-100%)
Value—
Harvey Partners, LLC
N/A
Shares— from 48,000
Change-48,000 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 46,895
Change-46,895 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 46,848
Change-46,848 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 46,716
Change-46,716 (-100%)
Value—
Elk River Wealth Management LLC
N/A
Shares— from 46,039
Change-46,039 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 45,648
Change-45,648 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 45,643
Change-45,643 (-100%)
Value—
Krane Funds Advisors LLC
N/A
Shares— from 45,554
Change-45,554 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 45,289
Change-45,289 (-100%)
Value—
Wills Financial Group LLC
N/A
Shares— from 45,182
Change-45,182 (-100%)
Value—
Jennison Associates LLC
N/A
Shares— from 45,094
Change-45,094 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 44,150
Change-44,150 (-100%)
Value—
Lombard Odier Asset Management (Switzerland) SA
N/A
Shares— from 43,368
Change-43,368 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 43,213
Change-43,213 (-100%)
Value—
Ardsley Advisory Partners LP
N/A
Shares— from 43,000
Change-43,000 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 42,826
Change-42,826 (-100%)
Value—
Trinity Legacy Partners, LLC
N/A
Shares— from 42,323
Change-42,323 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 42,185
Change-42,185 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 41,852
Change-41,852 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 41,496
Change-41,496 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 41,354
Change-41,354 (-100%)
Value—
Delta Global Management LP
N/A
Shares— from 40,050
Change-40,050 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 39,303
Change-39,303 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 39,060
Change-39,060 (-100%)
Value—
Emerald Investment Advisers, LLC
N/A
Shares— from 38,730
Change-38,730 (-100%)
Value—
Capital Wealth Planning, LLC
N/A
Shares— from 38,594
Change-38,594 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 38,326
Change-38,326 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 38,195
Change-38,195 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 37,734
Change-37,734 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 37,598
Change-37,598 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 37,243
Change-37,243 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 36,980
Change-36,980 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 36,872
Change-36,872 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 36,521
Change-36,521 (-100%)
Value—
Alphadyne Asset Management LP
N/A
Shares— from 36,406
Change-36,406 (-100%)
Value—
M.D. Sass, LLC
N/A
Shares— from 35,885
Change-35,885 (-100%)
Value—
Hamilton Capital Partners Inc.
N/A
Shares— from 35,518
Change-35,518 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 35,280
Change-35,280 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 34,942
Change-34,942 (-100%)
Value—
Abacus FCF Advisors LLC
N/A
Shares— from 34,887
Change-34,887 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 34,721
Change-34,721 (-100%)
Value—
Beck Capital Management, LLC
N/A
Shares— from 34,669
Change-34,669 (-100%)
Value—
Ossiam
N/A
Shares— from 34,635
Change-34,635 (-100%)
Value—
Hamilton Wealth, LLC
N/A
Shares— from 33,754
Change-33,754 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 33,678
Change-33,678 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 33,617
Change-33,617 (-100%)
Value—
Buffalo Business & Estate Services LTD
N/A
Shares— from 33,497
Change-33,497 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 33,494
Change-33,494 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 32,855
Change-32,855 (-100%)
Value—
Advocacy Wealth Management, LLC
N/A
Shares— from 32,665
Change-32,665 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 31,927
Change-31,927 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 31,780
Change-31,780 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 31,746
Change-31,746 (-100%)
Value—
Mediolanum International Funds Ltd
N/A
Shares— from 31,674
Change-31,674 (-100%)
Value—
Sands Capital Management, LLC
N/A
Shares— from 31,312
Change-31,312 (-100%)
Value—
Siemens Fonds Invest GmbH
N/A
Shares— from 31,285
Change-31,285 (-100%)
Value—
Ashford Capital Management Inc
N/A
Shares— from 31,191
Change-31,191 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 30,686
Change-30,686 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 30,468
Change-30,468 (-100%)
Value—
Main Management ETF Advisors, LLC
N/A
Shares— from 30,247
Change-30,247 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 30,185
Change-30,185 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 29,809
Change-29,809 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 29,782
Change-29,782 (-100%)
Value—
KR Capital LP
N/A
Shares— from 29,648
Change-29,648 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 29,633
Change-29,633 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 29,371
Change-29,371 (-100%)
Value—
Caisse DES Depots ET Consignations
N/A
Shares— from 29,348
Change-29,348 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 29,278
Change-29,278 (-100%)
Value—
Insight Holdings Group, LLC
N/A
Shares— from 29,035
Change-29,035 (-100%)
Value—
Fox Hill Wealth Management
N/A
Shares— from 28,571
Change-28,571 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 28,553
Change-28,553 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 28,477
Change-28,477 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 27,769
Change-27,769 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 27,533
Change-27,533 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 27,309
Change-27,309 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 27,254
Change-27,254 (-100%)
Value—
Conscious Wealth Investments, LLC
N/A
Shares— from 26,800
Change-26,800 (-100%)
Value—
Citizens Business Bank
N/A
Shares— from 26,753
Change-26,753 (-100%)
Value—
Modus Advisors, LLC
N/A
Shares— from 26,720
Change-26,720 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 26,688
Change-26,688 (-100%)
Value—
Simmons Bank
N/A
Shares— from 26,617
Change-26,617 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 26,272
Change-26,272 (-100%)
Value—
Amica Mutual Insurance Co
N/A
Shares— from 26,244
Change-26,244 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 26,109
Change-26,109 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 26,002
Change-26,002 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 25,853
Change-25,853 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 25,831
Change-25,831 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 25,801
Change-25,801 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 25,616
Change-25,616 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 25,500
Change-25,500 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 25,307
Change-25,307 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 25,256
Change-25,256 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 25,037
Change-25,037 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 24,469
Change-24,469 (-100%)
Value—
Mufg Securities Americas Inc.
N/A
Shares— from 24,426
Change-24,426 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 24,253
Change-24,253 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 24,159
Change-24,159 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 24,043
Change-24,043 (-100%)
Value—
Resources Management Corp
N/A
Shares— from 23,774
Change-23,774 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 23,504
Change-23,504 (-100%)
Value—
Main Street Research LLC
N/A
Shares— from 23,343
Change-23,343 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 23,020
Change-23,020 (-100%)
Value—
Kultura Capital Management LP
N/A
Shares— from 22,982
Change-22,982 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 22,856
Change-22,856 (-100%)
Value—
Quest Investment Management LLC
N/A
Shares— from 22,826
Change-22,826 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 22,728
Change-22,728 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 22,541
Change-22,541 (-100%)
Value—
Ostrum Asset Management
N/A
Shares— from 22,527
Change-22,527 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 22,515
Change-22,515 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 22,333
Change-22,333 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 22,333
Change-22,333 (-100%)
Value—
LEE Johnson Capital Management, LLC
N/A
Shares— from 22,173
Change-22,173 (-100%)
Value—
Vega Investment Solutions
N/A
Shares— from 21,991
Change-21,991 (-100%)
Value—
Sound Capital Solutions LLC
N/A
Shares— from 21,980
Change-21,980 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 21,913
Change-21,913 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 21,871
Change-21,871 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 21,784
Change-21,784 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 21,612
Change-21,612 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 21,531
Change-21,531 (-100%)
Value—
Danica Pension, Livsforsikringsaktieselskab
N/A
Shares— from 21,501
Change-21,501 (-100%)
Value—
Edentree Asset Management Ltd
N/A
Shares— from 21,400
Change-21,400 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 21,314
Change-21,314 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 21,261
Change-21,261 (-100%)
Value—
Denali Advisors LLC
N/A
Shares— from 21,135
Change-21,135 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 21,059
Change-21,059 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 20,963
Change-20,963 (-100%)
Value—
Kentucky Retirement Systems Insurance Trust Fund
N/A
Shares— from 20,957
Change-20,957 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 20,822
Change-20,822 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 20,792
Change-20,792 (-100%)
Value—
SGL Investment Advisors, Inc.
N/A
Shares— from 20,770
Change-20,770 (-100%)
Value—
B & T Capital Management DBA Alpha Capital Management
N/A
Shares— from 20,601
Change-20,601 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 20,579
Change-20,579 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 20,527
Change-20,527 (-100%)
Value—
Alight Capital Management LP
N/A
Shares— from 20,500
Change-20,500 (-100%)
Value—
Jupiter Asset Management LTD
N/A
Shares— from 20,301
Change-20,301 (-100%)
Value—
Canada Post Corp Registered Pension Plan
N/A
Shares— from 19,930
Change-19,930 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 19,703
Change-19,703 (-100%)
Value—
Blue Sparrow, LLC
N/A
Shares— from 19,700
Change-19,700 (-100%)
Value—
Runnymede Capital Advisors, Inc.
N/A
Shares— from 19,662
Change-19,662 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 19,621
Change-19,621 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 19,538
Change-19,538 (-100%)
Value—
MainStreet Investment Advisors LLC
N/A
Shares— from 19,401
Change-19,401 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 19,384
Change-19,384 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 19,256
Change-19,256 (-100%)
Value—
Aft, Forsyth & Sober, LLC
N/A
Shares— from 19,250
Change-19,250 (-100%)
Value—
Wahed Invest LLC
N/A
Shares— from 19,191
Change-19,191 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 18,965
Change-18,965 (-100%)
Value—
Comprehensive Financial Management LLC
N/A
Shares— from 18,804
Change-18,804 (-100%)
Value—
Dover Advisors, LLC
N/A
Shares— from 18,712
Change-18,712 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 18,484
Change-18,484 (-100%)
Value—
Counterweight Ventures, LLC
N/A
Shares— from 18,312
Change-18,312 (-100%)
Value—
Alaethes Wealth, LLC
N/A
Shares— from 18,234
Change-18,234 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 18,199
Change-18,199 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 18,189
Change-18,189 (-100%)
Value—
Morningstar Investment Management LLC
N/A
Shares— from 18,171
Change-18,171 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 18,160
Change-18,160 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 18,159
Change-18,159 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 18,022
Change-18,022 (-100%)
Value—
IQ EQ Fund Management (Ireland) Ltd
N/A
Shares— from 17,849
Change-17,849 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 17,688
Change-17,688 (-100%)
Value—
Connable Office Inc
N/A
Shares— from 17,671
Change-17,671 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 17,506
Change-17,506 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 17,505
Change-17,505 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 17,282
Change-17,282 (-100%)
Value—
Marietta Investment Partners LLC
N/A
Shares— from 17,282
Change-17,282 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 17,224
Change-17,224 (-100%)
Value—
Westview Management dba Westview Investment Advisors
N/A
Shares— from 17,119
Change-17,119 (-100%)
Value—
Longbow Finance SA
N/A
Shares— from 17,056
Change-17,056 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 16,608
Change-16,608 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 16,285
Change-16,285 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 16,220
Change-16,220 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 16,208
Change-16,208 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 16,132
Change-16,132 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 16,117
Change-16,117 (-100%)
Value—
Core Alternative Capital
N/A
Shares— from 15,990
Change-15,990 (-100%)
Value—
Regency Capital Management Inc.\DE
N/A
Shares— from 15,977
Change-15,977 (-100%)
Value—
Galaxy Digital Capital Management GP LLC
N/A
Shares— from 15,739
Change-15,739 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 15,734
Change-15,734 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 15,673
Change-15,673 (-100%)
Value—
Stamos Capital Partners, L.P.
N/A
Shares— from 15,669
Change-15,669 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 15,657
Change-15,657 (-100%)
Value—
Provident Co of the Employees of the Hebrew University LTD
N/A
Shares— from 15,634
Change-15,634 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 15,540
Change-15,540 (-100%)
Value—
Camarda Financial Advisors, LLC
N/A
Shares— from 15,506
Change-15,506 (-100%)
Value—
S&T Bank
N/A
Shares— from 15,499
Change-15,499 (-100%)
Value—
Guardian Capital LP
N/A
Shares— from 15,321
Change-15,321 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 15,195
Change-15,195 (-100%)
Value—
Jasper Ridge Partners, L.P.
N/A
Shares— from 15,186
Change-15,186 (-100%)
Value—
Icon Advisers Inc
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Encore Global Management, LP
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Benchmark Investment Advisors LLC
N/A
Shares— from 14,929
Change-14,929 (-100%)
Value—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A
Shares— from 14,695
Change-14,695 (-100%)
Value—
Somerset Group LLC
N/A
Shares— from 14,561
Change-14,561 (-100%)
Value—
Clare Market Investments LLC
N/A
Shares— from 14,373
Change-14,373 (-100%)
Value—
Sphera Management Technology Funds Ltd
N/A
Shares— from 14,300
Change-14,300 (-100%)
Value—
Dougherty & Associates, LLC
N/A
Shares— from 14,255
Change-14,255 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 14,236
Change-14,236 (-100%)
Value—
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.
N/A
Shares— from 14,189
Change-14,189 (-100%)
Value—
Freestone Grove Partners LP
N/A
Shares— from 13,831
Change-13,831 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 13,778
Change-13,778 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 13,748
Change-13,748 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 13,725
Change-13,725 (-100%)
Value—
Impax Asset Management Group plc
N/A
Shares— from 13,633
Change-13,633 (-100%)
Value—
Buckland Partners Management Co LLC
N/A
Shares— from 13,600
Change-13,600 (-100%)
Value—
M3 Wealth Management, LLC
N/A
Shares— from 13,512
Change-13,512 (-100%)
Value—
AFT, Forsyth & Company, Inc.
N/A
Shares— from 13,497
Change-13,497 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 13,357
Change-13,357 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 13,161
Change-13,161 (-100%)
Value—
Cornerstone Select Advisors, LLC
N/A
Shares— from 13,105
Change-13,105 (-100%)
Value—
Pursue Wealth Partners LLC
N/A
Shares— from 12,960
Change-12,960 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 12,826
Change-12,826 (-100%)
Value—
Northwest & Ethical Investments L.P.
N/A
Shares— from 12,815
Change-12,815 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 12,478
Change-12,478 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 12,376
Change-12,376 (-100%)
Value—
Cantor Fitzgerald, L. P.
N/A
Shares— from 12,366
Change-12,366 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 12,155
Change-12,155 (-100%)
Value—
Millington Financial Advisors, LLC
N/A
Shares— from 12,107
Change-12,107 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 11,984
Change-11,984 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 11,977
Change-11,977 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 11,829
Change-11,829 (-100%)
Value—
TFR Capital, Llc.
N/A
Shares— from 11,706
Change-11,706 (-100%)
Value—
Altrafin AG
N/A
Shares— from 11,453
Change-11,453 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 11,375
Change-11,375 (-100%)
Value—
Northstar Asset Management Inc
N/A
Shares— from 11,299
Change-11,299 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 11,251
Change-11,251 (-100%)
Value—
Empirical Finance, LLC
N/A
Shares— from 11,125
Change-11,125 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 11,111
Change-11,111 (-100%)
Value—
ION Fund Management Ltd
N/A
Shares— from 11,000
Change-11,000 (-100%)
Value—
Formula Growth LTD
N/A
Shares— from 10,946
Change-10,946 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 10,908
Change-10,908 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 10,900
Change-10,900 (-100%)
Value—
Osmosis Investment Management UK Ltd
N/A
Shares— from 10,871
Change-10,871 (-100%)
Value—
Orion Investment Co
N/A
Shares— from 10,860
Change-10,860 (-100%)
Value—
Empire Financial Management Company, LLC
N/A
Shares— from 10,816
Change-10,816 (-100%)
Value—
Bamco Inc
N/A
Shares— from 10,774
Change-10,774 (-100%)
Value—
Catalyst Funds Management Pty Ltd
N/A
Shares— from 10,642
Change-10,642 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 10,614
Change-10,614 (-100%)
Value—
McLaughlin Asset Management, Inc.
N/A
Shares— from 10,604
Change-10,604 (-100%)
Value—
Alpine Woods Capital Investors, LLC
N/A
Shares— from 10,567
Change-10,567 (-100%)
Value—
Vickerman Investment Advisors, Inc.
N/A
Shares— from 10,555
Change-10,555 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 10,461
Change-10,461 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 10,392
Change-10,392 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 10,362
Change-10,362 (-100%)
Value—
Abbot Financial Management, Inc.
N/A
Shares— from 10,263
Change-10,263 (-100%)
Value—
Lathrop Investment Management Co
N/A
Shares— from 10,223
Change-10,223 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 10,209
Change-10,209 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 10,183
Change-10,183 (-100%)
Value—
Discovery Capital Management, LLC / CT
N/A
Shares— from 10,174
Change-10,174 (-100%)
Value—
Kane Investment Management, Inc.
N/A
Shares— from 10,082
Change-10,082 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 10,052
Change-10,052 (-100%)
Value—
K.J. Harrison & Partners Inc
N/A
Shares— from 10,048
Change-10,048 (-100%)
Value—
Kirtland Hills Capital Management, LLC
N/A
Shares— from 10,003
Change-10,003 (-100%)
Value—
Harbor Advisors LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 9,879
Change-9,879 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 9,818
Change-9,818 (-100%)
Value—
Capital International Sarl
N/A
Shares— from 9,800
Change-9,800 (-100%)
Value—
Meiji Yasuda Life Insurance Co
N/A
Shares— from 9,749
Change-9,749 (-100%)
Value—
IAM Advisory, LLC
N/A
Shares— from 9,700
Change-9,700 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 9,565
Change-9,565 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 9,371
Change-9,371 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 9,310
Change-9,310 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 9,279
Change-9,279 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 9,011
Change-9,011 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 8,885
Change-8,885 (-100%)
Value—
Pekao Towarzystwo Funduszy Inwestycyjnych S.A.
N/A
Shares— from 8,849
Change-8,849 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 8,789
Change-8,789 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 8,684
Change-8,684 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 8,678
Change-8,678 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 8,639
Change-8,639 (-100%)
Value—
SummitTX Capital, L.P.
N/A
Shares— from 8,561
Change-8,561 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 8,535
Change-8,535 (-100%)
Value—
Legend Capital Advisors LLC
N/A
Shares— from 8,513
Change-8,513 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 8,428
Change-8,428 (-100%)
Value—
Vinva Investment Management Ltd
N/A
Shares— from 8,358
Change-8,358 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 8,292
Change-8,292 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 8,285
Change-8,285 (-100%)
Value—
Concentric Capital Strategies, LP
N/A
Shares— from 8,247
Change-8,247 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 8,231
Change-8,231 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 8,177
Change-8,177 (-100%)
Value—
Havemeyer Place LP
N/A
Shares— from 8,132
Change-8,132 (-100%)
Value—
Valtrion Capital Management, LLC
N/A
Shares— from 8,117
Change-8,117 (-100%)
Value—
Altshuler Shaham Ltd
N/A
Shares— from 8,090
Change-8,090 (-100%)
Value—
PeakShares LLC
N/A
Shares— from 8,051
Change-8,051 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 8,044
Change-8,044 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 8,031
Change-8,031 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 8,025
Change-8,025 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 7,966
Change-7,966 (-100%)
Value—
Corient IA LP
N/A
Shares— from 7,910
Change-7,910 (-100%)
Value—
Delta Accumulation, LLC
N/A
Shares— from 7,770
Change-7,770 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 7,741
Change-7,741 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 7,736
Change-7,736 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 7,731
Change-7,731 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 7,664
Change-7,664 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 7,616
Change-7,616 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 7,602
Change-7,602 (-100%)
Value—
Navalign, LLC
N/A
Shares— from 7,562
Change-7,562 (-100%)
Value—
Nwam LLC
N/A
Shares— from 7,541
Change-7,541 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 7,482
Change-7,482 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 7,457
Change-7,457 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 7,441
Change-7,441 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 7,407
Change-7,407 (-100%)
Value—
FIL Ltd
N/A
Shares— from 7,399
Change-7,399 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 7,367
Change-7,367 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 7,247
Change-7,247 (-100%)
Value—
NorthStar Asset Management LLC
N/A
Shares— from 7,239
Change-7,239 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 7,094
Change-7,094 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 7,089
Change-7,089 (-100%)
Value—
North Dallas Bank & Trust Co
N/A
Shares— from 7,038
Change-7,038 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 6,965
Change-6,965 (-100%)
Value—
Arbor Trust Wealth Advisors, LLC
N/A
Shares— from 6,935
Change-6,935 (-100%)
Value—
MWA Asset Management
N/A
Shares— from 6,926
Change-6,926 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 6,907
Change-6,907 (-100%)
Value—
Fi3 Financial Advisors, LLC
N/A
Shares— from 6,863
Change-6,863 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 6,777
Change-6,777 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 6,772
Change-6,772 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 6,750
Change-6,750 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 6,730
Change-6,730 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 6,638
Change-6,638 (-100%)
Value—
Menard Financial Group LLC
N/A
Shares— from 6,622
Change-6,622 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 6,622
Change-6,622 (-100%)
Value—
Aristotle Atlantic Partners, LLC
N/A
Shares— from 6,600
Change-6,600 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 6,575
Change-6,575 (-100%)
Value—
Stance Capital LLC
N/A
Shares— from 6,551
Change-6,551 (-100%)
Value—
Palogic Value Management, L.P.
N/A
Shares— from 6,549
Change-6,549 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 6,547
Change-6,547 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 6,530
Change-6,530 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 6,471
Change-6,471 (-100%)
Value—
Erste Towarzystwo Funduszy Inwestycyjnych S.A.
N/A
Shares— from 6,455
Change-6,455 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 6,408
Change-6,408 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 6,352
Change-6,352 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 6,219
Change-6,219 (-100%)
Value—
Invst, LLC
N/A
Shares— from 6,190
Change-6,190 (-100%)
Value—
Fred Alger Management, LLC
N/A
Shares— from 6,128
Change-6,128 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 6,101
Change-6,101 (-100%)
Value—
Scientech Research LLC
N/A
Shares— from 6,068
Change-6,068 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 5,942
Change-5,942 (-100%)
Value—
Keystone Investors PTE LTD
N/A
Shares— from 5,926
Change-5,926 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 5,903
Change-5,903 (-100%)
Value—
Tandem Wealth Advisors LLC
N/A
Shares— from 5,881
Change-5,881 (-100%)
Value—
Science & Technology Partners, L.P.
N/A
Shares— from 5,813
Change-5,813 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 5,795
Change-5,795 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 5,767
Change-5,767 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 5,614
Change-5,614 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 5,546
Change-5,546 (-100%)
Value—
Samara Investment Management, LLC
N/A
Shares— from 5,524
Change-5,524 (-100%)
Value—
McDonough Capital Management, Inc
N/A
Shares— from 5,523
Change-5,523 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 5,521
Change-5,521 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 5,520
Change-5,520 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 5,405
Change-5,405 (-100%)
Value—
CNB Bank
N/A
Shares— from 5,402
Change-5,402 (-100%)
Value—
Calydon Capital
N/A
Shares— from 5,352
Change-5,352 (-100%)
Value—
Windle Wealth, LLC
N/A
Shares— from 5,338
Change-5,338 (-100%)
Value—
Bannerstone Capital Management, LLC
N/A
Shares— from 5,314
Change-5,314 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 5,304
Change-5,304 (-100%)
Value—
Plotkin Financial Advisors, LLC
N/A
Shares— from 5,298
Change-5,298 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 5,265
Change-5,265 (-100%)
Value—
Atalanta Sosnoff Capital, LLC
N/A
Shares— from 5,250
Change-5,250 (-100%)
Value—
South Dakota Investment Council
N/A
Shares— from 5,191
Change-5,191 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 5,158
Change-5,158 (-100%)
Value—
Rokos Capital Management LLP
N/A
Shares— from 5,132
Change-5,132 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 5,106
Change-5,106 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 5,100
Change-5,100 (-100%)
Value—
Fairfield, Bush & Co.
N/A
Shares— from 5,086
Change-5,086 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 5,078
Change-5,078 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 5,036
Change-5,036 (-100%)
Value—
Element Capital Management LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 4,911
Change-4,911 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 4,911
Change-4,911 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 4,783
Change-4,783 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 4,778
Change-4,778 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 4,772
Change-4,772 (-100%)
Value—
Platinum Investment Management LTD
N/A
Shares— from 4,766
Change-4,766 (-100%)
Value—
Cape ANN Savings Bank
N/A
Shares— from 4,728
Change-4,728 (-100%)
Value—
Kensington Investment Counsel, LLC
N/A
Shares— from 4,703
Change-4,703 (-100%)
Value—
CIM Investment Management Inc
N/A
Shares— from 4,695
Change-4,695 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 4,690
Change-4,690 (-100%)
Value—
Brandywine Managers, LLC
N/A
Shares— from 4,689
Change-4,689 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 4,680
Change-4,680 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 4,655
Change-4,655 (-100%)
Value—
Williamson Legacy Group, LLC
N/A
Shares— from 4,652
Change-4,652 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 4,642
Change-4,642 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 4,633
Change-4,633 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 4,626
Change-4,626 (-100%)
Value—
Meadowbrook Advisors Group, LLC
N/A
Shares— from 4,587
Change-4,587 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 4,572
Change-4,572 (-100%)
Value—
Mirabaud Asset Management Ltd
N/A
Shares— from 4,547
Change-4,547 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 4,458
Change-4,458 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 4,447
Change-4,447 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 4,446
Change-4,446 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 4,411
Change-4,411 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 4,402
Change-4,402 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 4,352
Change-4,352 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 4,351
Change-4,351 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 4,313
Change-4,313 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 4,306
Change-4,306 (-100%)
Value—
RiverGlades Family Offices LLC
N/A
Shares— from 4,242
Change-4,242 (-100%)
Value—
Lafayette Investments, Inc.
N/A
Shares— from 4,232
Change-4,232 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 4,208
Change-4,208 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 4,158
Change-4,158 (-100%)
Value—
Rogco, LP
N/A
Shares— from 4,119
Change-4,119 (-100%)
Value—
Westpac Banking Corp
N/A
Shares— from 4,108
Change-4,108 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 4,089
Change-4,089 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 4,048
Change-4,048 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 4,011
Change-4,011 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 3,982
Change-3,982 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 3,961
Change-3,961 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 3,948
Change-3,948 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 3,931
Change-3,931 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 3,922
Change-3,922 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 3,901
Change-3,901 (-100%)
Value—
Neo Ivy Capital Management
N/A
Shares— from 3,875
Change-3,875 (-100%)
Value—
Cladis Investment Advisory, LLC
N/A
Shares— from 3,870
Change-3,870 (-100%)
Value—
Saranac Partners Ltd
N/A
Shares— from 3,856
Change-3,856 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 3,800
Change-3,800 (-100%)
Value—
FWG Holdings, LLC
N/A
Shares— from 3,797
Change-3,797 (-100%)
Value—
Laidlaw Wealth Management LLC
N/A
Shares— from 3,790
Change-3,790 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 3,779
Change-3,779 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 3,767
Change-3,767 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 3,756
Change-3,756 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 3,720
Change-3,720 (-100%)
Value—
Prudent Investors Network, Inc.
N/A
Shares— from 3,692
Change-3,692 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 3,691
Change-3,691 (-100%)
Value—
Maverick Capital LTD
N/A
Shares— from 3,655
Change-3,655 (-100%)
Value—
Hodges Capital Management Inc.
N/A
Shares— from 3,634
Change-3,634 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 3,622
Change-3,622 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 3,614
Change-3,614 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 3,611
Change-3,611 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 3,610
Change-3,610 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 3,600
Change-3,600 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 3,599
Change-3,599 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 3,576
Change-3,576 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 3,556
Change-3,556 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 3,542
Change-3,542 (-100%)
Value—
Bank of Marin
N/A
Shares— from 3,538
Change-3,538 (-100%)
Value—
DC Investments Management, LLC
N/A
Shares— from 3,513
Change-3,513 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 3,490
Change-3,490 (-100%)
Value—
QVT Financial LP
N/A
Shares— from 3,441
Change-3,441 (-100%)
Value—
Defiance ETFs, LLC
N/A
Shares— from 3,406
Change-3,406 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 3,395
Change-3,395 (-100%)
Value—
Clarendon Private LLC
N/A
Shares— from 3,376
Change-3,376 (-100%)
Value—
Longaeva Partners L.P.
N/A
Shares— from 3,356
Change-3,356 (-100%)
Value—
Steadtrust LLC
N/A
Shares— from 3,344
Change-3,344 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 3,244
Change-3,244 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 3,240
Change-3,240 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 3,229
Change-3,229 (-100%)
Value—
EWA, LLC
N/A
Shares— from 3,214
Change-3,214 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 3,209
Change-3,209 (-100%)
Value—
Advisors Preferred, LLC
N/A
Shares— from 3,200
Change-3,200 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 3,199
Change-3,199 (-100%)
Value—
Emerald Advisers, LLC
N/A
Shares— from 3,183
Change-3,183 (-100%)
Value—
Optas, LLC
N/A
Shares— from 3,167
Change-3,167 (-100%)
Value—
Sonoma Private Wealth LLC
N/A
Shares— from 3,160
Change-3,160 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 3,128
Change-3,128 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 3,125
Change-3,125 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 3,116
Change-3,116 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 3,108
Change-3,108 (-100%)
Value—
One Wealth Management Investment & Advisory Services, LLC
N/A
Shares— from 3,079
Change-3,079 (-100%)
Value—
Z3 Capital Partners, LLC
N/A
Shares— from 3,024
Change-3,024 (-100%)
Value—
1248 Management, LLC
N/A
Shares— from 3,023
Change-3,023 (-100%)
Value—
First Dallas Securities Inc.
N/A
Shares— from 3,010
Change-3,010 (-100%)
Value—
RBF Capital, LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 2,955
Change-2,955 (-100%)
Value—
Pincus Capital Management, LP
N/A
Shares— from 2,891
Change-2,891 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 2,878
Change-2,878 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 2,868
Change-2,868 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 2,853
Change-2,853 (-100%)
Value—
Baader Bank Aktiengesellschaft
N/A
Shares— from 2,835
Change-2,835 (-100%)
Value—
Severin Investments, LLC
N/A
Shares— from 2,830
Change-2,830 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 2,821
Change-2,821 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 2,794
Change-2,794 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 2,775
Change-2,775 (-100%)
Value—
Skandinaviska Enskilda Banken AB (publ)
N/A
Shares— from 2,772
Change-2,772 (-100%)
Value—
RPS Advisory Solutions LLC
N/A
Shares— from 2,743
Change-2,743 (-100%)
Value—
Cura Wealth Advisors, LLC
N/A
Shares— from 2,733
Change-2,733 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 2,729
Change-2,729 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 2,717
Change-2,717 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 2,707
Change-2,707 (-100%)
Value—
Schrum Private Wealth Management LLC
N/A
Shares— from 2,706
Change-2,706 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 2,664
Change-2,664 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 2,634
Change-2,634 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 2,588
Change-2,588 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 2,588
Change-2,588 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 2,578
Change-2,578 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 2,577
Change-2,577 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 2,540
Change-2,540 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 2,539
Change-2,539 (-100%)
Value—
George Kaiser Family Foundation
N/A
Shares— from 2,535
Change-2,535 (-100%)
Value—
Summit Wealth & Retirement Planning, Inc.
N/A
Shares— from 2,530
Change-2,530 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 2,525
Change-2,525 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 2,497
Change-2,497 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 2,495
Change-2,495 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 2,485
Change-2,485 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 2,474
Change-2,474 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 2,466
Change-2,466 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 2,446
Change-2,446 (-100%)
Value—
Sonoma Allocations LLC
N/A
Shares— from 2,433
Change-2,433 (-100%)
Value—
Sora Investors LLC
N/A
Shares— from 2,423
Change-2,423 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 2,380
Change-2,380 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 2,369
Change-2,369 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 2,335
Change-2,335 (-100%)
Value—
Burling Wealth Partners, LLC
N/A
Shares— from 2,332
Change-2,332 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 2,308
Change-2,308 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 2,295
Change-2,295 (-100%)
Value—
Beacon Investment Advisors LLC
N/A
Shares— from 2,290
Change-2,290 (-100%)
Value—
Nelson Capital Management, LLC
N/A
Shares— from 2,268
Change-2,268 (-100%)
Value—
Ninepoint Partners LP
N/A
Shares— from 2,267
Change-2,267 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 2,253
Change-2,253 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 2,250
Change-2,250 (-100%)
Value—
Bank of Nova Scotia Trust Co
N/A
Shares— from 2,246
Change-2,246 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 2,225
Change-2,225 (-100%)
Value—
Allianz SE
N/A
Shares— from 2,223
Change-2,223 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 2,218
Change-2,218 (-100%)
Value—
Cyber Hornet ETFs LLC
N/A
Shares— from 2,209
Change-2,209 (-100%)
Value—
Westshore Wealth, LLC
N/A
Shares— from 2,206
Change-2,206 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 2,199
Change-2,199 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 2,196
Change-2,196 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 2,183
Change-2,183 (-100%)
Value—
Horizon Family Wealth, Inc.
N/A
Shares— from 2,183
Change-2,183 (-100%)
Value—
Invictus Private Wealth, LLC
N/A
Shares— from 2,182
Change-2,182 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 2,181
Change-2,181 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 2,164
Change-2,164 (-100%)
Value—
Planning Directions Inc
N/A
Shares— from 2,150
Change-2,150 (-100%)
Value—
Sagewood Asset Management LP
N/A
Shares— from 2,114
Change-2,114 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 2,111
Change-2,111 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 2,106
Change-2,106 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 2,098
Change-2,098 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 2,074
Change-2,074 (-100%)
Value—
KMT Wealth Management, LLC
N/A
Shares— from 2,061
Change-2,061 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 2,059
Change-2,059 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 2,059
Change-2,059 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 2,053
Change-2,053 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 2,051
Change-2,051 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 2,040
Change-2,040 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 2,031
Change-2,031 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 2,022
Change-2,022 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 2,018
Change-2,018 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 1,985
Change-1,985 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 1,983
Change-1,983 (-100%)
Value—
Quattro Advisors LLC
N/A
Shares— from 1,977
Change-1,977 (-100%)
Value—
Capital Financial Group Inc\co\
N/A
Shares— from 1,965
Change-1,965 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 1,963
Change-1,963 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 1,958
Change-1,958 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 1,953
Change-1,953 (-100%)
Value—
Sienna Gestion
N/A
Shares— from 1,946
Change-1,946 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 1,931
Change-1,931 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 1,925
Change-1,925 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 1,885
Change-1,885 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 1,883
Change-1,883 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 1,868
Change-1,868 (-100%)
Value—
Goepper Burkhardt LLC
N/A
Shares— from 1,865
Change-1,865 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 1,844
Change-1,844 (-100%)
Value—
Hirtle & Co., LLC
N/A
Shares— from 1,833
Change-1,833 (-100%)
Value—
Windward Capital Management Co
N/A
Shares— from 1,823
Change-1,823 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 1,820
Change-1,820 (-100%)
Value—
Portland Investment Counsel Inc.
N/A
Shares— from 1,796
Change-1,796 (-100%)
Value—
Mokan Wealth Management Inc.
N/A
Shares— from 1,795
Change-1,795 (-100%)
Value—
Jackson Wealth Management, LLC
N/A
Shares— from 1,793
Change-1,793 (-100%)
Value—
Serenus Wealth Advisors, LLC
N/A
Shares— from 1,793
Change-1,793 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 1,777
Change-1,777 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 1,775
Change-1,775 (-100%)
Value—
Clarity Financial LLC
N/A
Shares— from 1,752
Change-1,752 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 1,751
Change-1,751 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 1,730
Change-1,730 (-100%)
Value—
Highview Capital Management LLC
N/A
Shares— from 1,718
Change-1,718 (-100%)
Value—
Bay Rivers Group
N/A
Shares— from 1,703
Change-1,703 (-100%)
Value—
Holistic Financial Partners
N/A
Shares— from 1,694
Change-1,694 (-100%)
Value—
Oxford Wealth Group, LLC
N/A
Shares— from 1,694
Change-1,694 (-100%)
Value—
Greenline Wealth Management LLC
N/A
Shares— from 1,686
Change-1,686 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 1,684
Change-1,684 (-100%)
Value—
Voya Financial Advisors, Inc.
N/A
Shares— from 1,681
Change-1,681 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 1,670
Change-1,670 (-100%)
Value—
Occudo Quantitative Strategies LP
N/A
Shares— from 1,666
Change-1,666 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 1,633
Change-1,633 (-100%)
Value—
Hall Capital Management Co Inc
N/A
Shares— from 1,627
Change-1,627 (-100%)
Value—
Legacy Wealth Advisors, LLC
N/A
Shares— from 1,619
Change-1,619 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 1,613
Change-1,613 (-100%)
Value—
Fund Advisors of America Inc
N/A
Shares— from 1,597
Change-1,597 (-100%)
Value—
Talisman Wealth Advisors LLC
N/A
Shares— from 1,592
Change-1,592 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 1,583
Change-1,583 (-100%)
Value—
Requisite Capital Management, LLC
N/A
Shares— from 1,580
Change-1,580 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 1,575
Change-1,575 (-100%)
Value—
University of Chicago
N/A
Shares— from 1,560
Change-1,560 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 1,553
Change-1,553 (-100%)
Value—
Alan B Lancz & Associates, Inc.
N/A
Shares— from 1,550
Change-1,550 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 1,545
Change-1,545 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 1,542
Change-1,542 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 1,540
Change-1,540 (-100%)
Value—
Daner Wealth Management, LLC
N/A
Shares— from 1,533
Change-1,533 (-100%)
Value—
1776 Wealth LLC
N/A
Shares— from 1,530
Change-1,530 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 1,522
Change-1,522 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 1,515
Change-1,515 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 1,514
Change-1,514 (-100%)
Value—
Conservest Capital Advisors, Inc.
N/A
Shares— from 1,511
Change-1,511 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 1,510
Change-1,510 (-100%)
Value—
Sovereign Investment Advisors, LLC
N/A
Shares— from 1,508
Change-1,508 (-100%)
Value—
Dorsey Wright & Associates
N/A
Shares— from 1,504
Change-1,504 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Alvarez & Marsal Private Wealth Partners, LLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Wexford Capital LP
N/A
Shares— from 1,496
Change-1,496 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 1,493
Change-1,493 (-100%)
Value—
Fiduciary Wealth Partners, LLC
N/A
Shares— from 1,474
Change-1,474 (-100%)
Value—
M1 Capital Management LLC
N/A
Shares— from 1,470
Change-1,470 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 1,463
Change-1,463 (-100%)
Value—
Wallace Advisory Group, LLC
N/A
Shares— from 1,446
Change-1,446 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 1,442
Change-1,442 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 1,431
Change-1,431 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 1,423
Change-1,423 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 1,419
Change-1,419 (-100%)
Value—
IKE Capital, LLC
N/A
Shares— from 1,416
Change-1,416 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 1,406
Change-1,406 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 1,396
Change-1,396 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 1,392
Change-1,392 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 1,386
Change-1,386 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 1,380
Change-1,380 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 1,376
Change-1,376 (-100%)
Value—
Summitry LLC
N/A
Shares— from 1,371
Change-1,371 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 1,366
Change-1,366 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 1,360
Change-1,360 (-100%)
Value—
Motley Fool Wealth Management, LLC
N/A
Shares— from 1,349
Change-1,349 (-100%)
Value—
Claret Asset Management Corp
N/A
Shares— from 1,348
Change-1,348 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 1,341
Change-1,341 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 1,330
Change-1,330 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 1,327
Change-1,327 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 1,309
Change-1,309 (-100%)
Value—
Sunflower Bank, N.A.
N/A
Shares— from 1,307
Change-1,307 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 1,302
Change-1,302 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 1,283
Change-1,283 (-100%)
Value—
Wall Street Financial Group, Inc.
N/A
Shares— from 1,275
Change-1,275 (-100%)
Value—
Ruggiero Investments, Inc.
N/A
Shares— from 1,271
Change-1,271 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 1,261
Change-1,261 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 1,259
Change-1,259 (-100%)
Value—
Byrne Financial Freedom, LLC
N/A
Shares— from 1,257
Change-1,257 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 1,257
Change-1,257 (-100%)
Value—
Planning Alternatives LTD
N/A
Shares— from 1,244
Change-1,244 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 1,239
Change-1,239 (-100%)
Value—
Khazanah Nasional Berhad
N/A
Shares— from 1,232
Change-1,232 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 1,232
Change-1,232 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 1,231
Change-1,231 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 1,227
Change-1,227 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 1,194
Change-1,194 (-100%)
Value—
First National Bank & Trust Co of Newtown
N/A
Shares— from 1,192
Change-1,192 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 1,187
Change-1,187 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 1,180
Change-1,180 (-100%)
Value—
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A
Shares— from 1,174
Change-1,174 (-100%)
Value—
Phocas Financial Corp.
N/A
Shares— from 1,170
Change-1,170 (-100%)
Value—
Polymer Capital Management (US) LLC
N/A
Shares— from 1,167
Change-1,167 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 1,167
Change-1,167 (-100%)
Value—
Mizuho Markets Americas LLC
N/A
Shares— from 1,166
Change-1,166 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 1,164
Change-1,164 (-100%)
Value—
Reyl & Cie S.A.
N/A
Shares— from 1,158
Change-1,158 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 1,155
Change-1,155 (-100%)
Value—
Red Wave Investments LLC
N/A
Shares— from 1,150
Change-1,150 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 1,149
Change-1,149 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 1,145
Change-1,145 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 1,136
Change-1,136 (-100%)
Value—
Sequent Asset Management, LLC
N/A
Shares— from 1,134
Change-1,134 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 1,132
Change-1,132 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 1,130
Change-1,130 (-100%)
Value—
King Wealth Management Group
N/A
Shares— from 1,130
Change-1,130 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 1,129
Change-1,129 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 1,126
Change-1,126 (-100%)
Value—
Cascade Wealth Advisors, Inc
N/A
Shares— from 1,120
Change-1,120 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 1,118
Change-1,118 (-100%)
Value—
Chatterton & Associates Inc.
N/A
Shares— from 1,116
Change-1,116 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 1,111
Change-1,111 (-100%)
Value—
Prana Capital Management, LP
N/A
Shares— from 1,109
Change-1,109 (-100%)
Value—
Concentrum Wealth Management
N/A
Shares— from 1,102
Change-1,102 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 1,096
Change-1,096 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 1,086
Change-1,086 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 1,081
Change-1,081 (-100%)
Value—
Seaview Investment Managers LLC
N/A
Shares— from 1,072
Change-1,072 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 1,069
Change-1,069 (-100%)
Value—
Intellus Advisors LLC
N/A
Shares— from 1,068
Change-1,068 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 1,063
Change-1,063 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 1,059
Change-1,059 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 1,055
Change-1,055 (-100%)
Value—
Markin Volterra Fund LP
N/A
Shares— from 1,052
Change-1,052 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 1,047
Change-1,047 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 1,041
Change-1,041 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 1,026
Change-1,026 (-100%)
Value—
Omnia Family Wealth, LLC
N/A
Shares— from 1,025
Change-1,025 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 1,023
Change-1,023 (-100%)
Value—
Aimz Investment Advisors, LLC
N/A
Shares— from 1,015
Change-1,015 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 1,014
Change-1,014 (-100%)
Value—
McNamara Financial Services, Inc.
N/A
Shares— from 1,012
Change-1,012 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 1,011
Change-1,011 (-100%)
Value—
Marathon Trading Investment Management LLC
N/A
Shares— from 1,010
Change-1,010 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 1,004
Change-1,004 (-100%)
Value—
Elkhorn Partners Limited Partnership
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Permanent Capital Management, LP
N/A
Shares— from 997
Change-997 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 993
Change-993 (-100%)
Value—
Navellier & Associates Inc
N/A
Shares— from 990
Change-990 (-100%)
Value—
Atom Investors LP
N/A
Shares— from 981
Change-981 (-100%)
Value—
V. M. Manning & Co., Inc.
N/A
Shares— from 972
Change-972 (-100%)
Value—
Synergy Financial Group, LTD
N/A
Shares— from 966
Change-966 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 965
Change-965 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 965
Change-965 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 965
Change-965 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 964
Change-964 (-100%)
Value—
Navera Investment Management Ltd.
N/A
Shares— from 960
Change-960 (-100%)
Value—
Coign Capital Advisors LLC
N/A
Shares— from 960
Change-960 (-100%)
Value—
Matters Capital LLC
N/A
Shares— from 946
Change-946 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 944
Change-944 (-100%)
Value—
BCS Private Wealth Management, Inc.
N/A
Shares— from 944
Change-944 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 934
Change-934 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 929
Change-929 (-100%)
Value—
Orcam Financial Group
N/A
Shares— from 928
Change-928 (-100%)
Value—
Old North State Trust, LLC
N/A
Shares— from 921
Change-921 (-100%)
Value—
Genesis Financial Group, LLC
N/A
Shares— from 913
Change-913 (-100%)
Value—
South Street Advisors LLC
N/A
Shares— from 912
Change-912 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 910
Change-910 (-100%)
Value—
Bank Hapoalim BM
N/A
Shares— from 910
Change-910 (-100%)
Value—
Bridgewealth Advisory Group, LLC
N/A
Shares— from 908
Change-908 (-100%)
Value—
Zuckerman Investment Group, LLC
N/A
Shares— from 906
Change-906 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 905
Change-905 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 904
Change-904 (-100%)
Value—
Oder Investment Management, LLC
N/A
Shares— from 904
Change-904 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 901
Change-901 (-100%)
Value—
Consilio Wealth Advisors, LLC
N/A
Shares— from 898
Change-898 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 893
Change-893 (-100%)
Value—
Wealthspan Partners, LLC
N/A
Shares— from 882
Change-882 (-100%)
Value—
Infrastructure Capital Advisors, LLC
N/A
Shares— from 877
Change-877 (-100%)
Value—
Maimon Wealth Management Ltd.
N/A
Shares— from 876
Change-876 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 875
Change-875 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 872
Change-872 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 855
Change-855 (-100%)
Value—
Copley Financial Group, Inc.
N/A
Shares— from 855
Change-855 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 853
Change-853 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 850
Change-850 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 838
Change-838 (-100%)
Value—
Callahan Advisors, LLC
N/A
Shares— from 838
Change-838 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 837
Change-837 (-100%)
Value—
DSM Capital Partners LLC
N/A
Shares— from 831
Change-831 (-100%)
Value—
New Insight Wealth Advisors
N/A
Shares— from 828
Change-828 (-100%)
Value—
Signet Private Wealth LLC
N/A
Shares— from 824
Change-824 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 820
Change-820 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 820
Change-820 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 812
Change-812 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 811
Change-811 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 800
Change-800 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 796
Change-796 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 794
Change-794 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 775
Change-775 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 775
Change-775 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 757
Change-757 (-100%)
Value—
Caerus Investment Advisors, LLC
N/A
Shares— from 754
Change-754 (-100%)
Value—
German American Bancorp, Inc.
N/A
Shares— from 750
Change-750 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 748
Change-748 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 740
Change-740 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 737
Change-737 (-100%)
Value—
Sharp Wealth Advisory, LLC
N/A
Shares— from 737
Change-737 (-100%)
Value—
Banco BTG Pactual S.A.
N/A
Shares— from 725
Change-725 (-100%)
Value—
Turner Financial Group, Inc.
N/A
Shares— from 724
Change-724 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 723
Change-723 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 717
Change-717 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 711
Change-711 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 700
Change-700 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 692
Change-692 (-100%)
Value—
Mustico Financial Group, Inc.
N/A
Shares— from 691
Change-691 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 685
Change-685 (-100%)
Value—
Forum Private Client Group LLC
N/A
Shares— from 683
Change-683 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 680
Change-680 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 673
Change-673 (-100%)
Value—
Warner Group LLC
N/A
Shares— from 672
Change-672 (-100%)
Value—
Gambit Capital Management, LLC
N/A
Shares— from 671
Change-671 (-100%)
Value—
Noble Wealth Partners LLC
N/A
Shares— from 668
Change-668 (-100%)
Value—
Panoramic Capital Partners, LLC
N/A
Shares— from 667
Change-667 (-100%)
Value—
Next Capital Management LLC
N/A
Shares— from 660
Change-660 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 653
Change-653 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 648
Change-648 (-100%)
Value—
Allred Capital Management, LLC
N/A
Shares— from 647
Change-647 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 645
Change-645 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 640
Change-640 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 636
Change-636 (-100%)
Value—
Keyvantage Wealth, LLC
N/A
Shares— from 621
Change-621 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 618
Change-618 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 617
Change-617 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 616
Change-616 (-100%)
Value—
Golden Road Advisors LLC
N/A
Shares— from 612
Change-612 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 608
Change-608 (-100%)
Value—
Meridian Wealth Partners, LLC
N/A
Shares— from 606
Change-606 (-100%)
Value—
Saiph Capital, LLC
N/A
Shares— from 603
Change-603 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 603
Change-603 (-100%)
Value—
January Capital Advisors LLC
N/A
Shares— from 600
Change-600 (-100%)
Value—
Port Capital LLC
N/A
Shares— from 594
Change-594 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 589
Change-589 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 583
Change-583 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 574
Change-574 (-100%)
Value—
UP Strategic Wealth Investment Advisors LLC
N/A
Shares— from 574
Change-574 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 571
Change-571 (-100%)
Value—
OV Management LLC
N/A
Shares— from 544
Change-544 (-100%)
Value—
Rowlandmiller & Partners.adv
N/A
Shares— from 470
Change-470 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 433
Change-433 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 423
Change-423 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 417
Change-417 (-100%)
Value—
Palladiem, LLC
N/A
Shares— from 407
Change-407 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 403
Change-403 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 400
Change-400 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 392
Change-392 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 373
Change-373 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 372
Change-372 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 372
Change-372 (-100%)
Value—
Cetera Trust Company, N.a
N/A
Shares— from 348
Change-348 (-100%)
Value—
ABS Investment Management LLC
N/A
Shares— from 341
Change-341 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 328
Change-328 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 325
Change-325 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 300
Change-300 (-100%)
Value—
Pingora Partners LLC
N/A
Shares— from 280
Change-280 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 270
Change-270 (-100%)
Value—
Uniplan Investment Counsel, Inc.
N/A
Shares— from 267
Change-267 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 261
Change-261 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 260
Change-260 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 246
Change-246 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 245
Change-245 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 231
Change-231 (-100%)
Value—
SBI Okasan Asset Management Co.Ltd.
N/A
Shares— from 225
Change-225 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 213
Change-213 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 197
Change-197 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 192
Change-192 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 182
Change-182 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 182
Change-182 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 161
Change-161 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 160
Change-160 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 153
Change-153 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 152
Change-152 (-100%)
Value—
WHI Trust Co LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 147
Change-147 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 143
Change-143 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 142
Change-142 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 140
Change-140 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 137
Change-137 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 136
Change-136 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 130
Change-130 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 127
Change-127 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 124
Change-124 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 122
Change-122 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 120
Change-120 (-100%)
Value—
One Wealth Map LLC
N/A
Shares— from 120
Change-120 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 113
Change-113 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 100
Change-100 (-100%)
Value—
EMC Capital Management
N/A
Shares— from 100
Change-100 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 92
Change-92 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 85
Change-85 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 82
Change-82 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 81
Change-81 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 80
Change-80 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 75
Change-75 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 65
Change-65 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 65
Change-65 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 64
Change-64 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 61
Change-61 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 58
Change-58 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 54
Change-54 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 54
Change-54 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 52
Change-52 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 47
Change-47 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 45
Change-45 (-100%)
Value—
Berkshire Capital Holdings Inc
N/A
Shares— from 42
Change-42 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 40
Change-40 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 36
Change-36 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 35
Change-35 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 35
Change-35 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Quarry LP
N/A
Shares— from 30
Change-30 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 24
Change-24 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 24
Change-24 (-100%)
Value—
Philadelphia Investment Partners, LLC
N/A
Shares— from 22
Change-22 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 20
Change-20 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 14
Change-14 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 13
Change-13 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 6
Change-6 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 2
Change-2 (-100%)
Value—
Ross\johnson & Associates LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Geode Capital Management, LLC
INCREASED20,259,46119,615,573+643,888+3%$6.7B$8.0B+$1.4B2026-11-06
Fisher Asset Management, LLC
INCREASED8,142,8955,755,989+2,386,906+41%$2.0B$3.2B+$1.3B2026-11-06
Amundi
INCREASED5,589,6905,417,426+172,264+3%$1.8B$2.2B+$373.4M2026-11-06
Deutsche Bank Ag\
INCREASED4,909,6204,343,546+566,074+13%$1.5B$2.0B+$469.4M2026-11-06
Bank of New York Mellon Corp
DECREASED4,566,7704,603,119-36,349-1%$1.6B$1.8B+$244.7M2026-11-05
Barclays PLC
DECREASED3,021,8003,132,720-110,920-4%$1.1B$1.2B+$132.3M2026-11-06
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED2,206,3712,090,819+115,552+6%$713.0M$876.6M+$163.6M2026-11-05
Pictet Asset Management Holding SA
DECREASED2,067,8132,264,528-196,715-9%$771.8M$821.3M+$49.5M2026-11-03
Citigroup Inc
DECREASED2,031,4042,346,450-315,046-13%$800.2M$807.1M+$6.9M2026-11-04
Sumitomo Mitsui Trust Group, Inc.
DECREASED1,874,0312,288,912-414,881-18%$780.6M$744.6M-$36.0M2026-10-29
DekaBank Deutsche Girozentrale
INCREASED1,829,159353,610+1,475,549+417%$55.9K$713.7K+$657.8K2026-10-27
LPL Financial LLC
INCREASED1,770,2261,707,431+62,795+4%$582.3M$703.3M+$121.1M2026-11-06
Fifth Third Bancorp
DECREASED1,424,6291,463,013-38,384-3%$498.9M$566.0M+$67.1M2026-11-05
Dimensional Fund Advisors LP
INCREASED1,346,6611,310,622+36,039+3%$446.8M$535.0M+$88.1M2026-11-04
US Bancorp \de\
DECREASED1,316,0861,374,306-58,220-4%$468.7M$522.9M+$54.2M2026-11-05
Swedbank AB
DECREASED1,295,7792,426,137-1,130,358-47%$827.4M$514.8M-$312.5M2026-10-27
Principal Financial Group Inc
DECREASED1,076,7351,210,400-133,665-11%$412.8M$427.8M+$15.0M2026-11-02
Robeco Institutional Asset Management B.V.
DECREASED1,018,0501,565,744-547,694-35%$534.0M$404.5M-$129.5M2026-10-20
ProShare Advisors LLC
INCREASED952,652907,938+44,714+5%$309.6M$378.5M+$68.9M2026-10-29
OFI Invest Asset Management
INCREASED934,410636,643+297,767+47%$190.3M$327.2M+$137.0M2026-11-06
Alecta Tjanstepension Omsesidigt
DECREASED867,0001,025,000-158,000-15%$349.1M$344.5M-$4.6M2026-11-02
Mirova US LLC
DECREASED864,8411,305,090-440,249-34%$445.1M$343.6M-$101.5M2026-11-05
King Luther Capital Management Corp
DECREASED850,863887,302-36,439-4%$302.6M$338.1M+$35.5M2026-11-05
Assenagon Asset Management S.A.
DECREASED806,195901,261-95,066-11%$307.3M$320.3M+$13.0M2026-10-15
Quilter Plc
DECREASED772,229955,609-183,380-19%$325.9M$306.8M-$19.1M2026-10-21
Y.D. More Investments Ltd
INCREASED747,355592,718+154,637+26%$202.1M$295.3M+$93.2M2026-11-02
Neos Investment Management LLC
INCREASED709,864618,939+90,925+15%$211.1M$282.0M+$71.0M2026-11-04
Russell Investments Group, Ltd.
DECREASED703,335810,831-107,496-13%$275.7M$278.8M+$3.2M2026-11-06
Meitav Investment House LTD
DECREASED680,586720,511-39,925-6%$245.6M$268.8M+$23.2M2026-10-28
Candriam S.C.A.
DECREASED676,466963,054-286,588-30%$328.1M$269.7M-$58.4M2026-11-03
KBC Group NV
INCREASED642,626236,094+406,532+172%$80.5M$255.3K-$80.3M2026-10-22
Mirae Asset Global Investments Co., Ltd.
INCREASED625,268534,590+90,678+17%$182.3M$248.4M+$66.1M2026-11-03
New York State Teachers Retirement System
DECREASED600,904603,460-2,5560%$205.8M$238.7K-$205.6M2026-10-22
Heritage Investors Management Corp
DECREASED518,536549,796-31,260-6%$187.5M$206.0K-$187.3M2026-10-29
Compagnie Lombard Odier SCmA
DECREASED514,824829,870-315,046-38%$283.0M$204.5M-$78.5M2026-11-04
TD Waterhouse Canada Inc.
INCREASED500,395486,224+14,171+3%$171.2M$197.7M+$26.5M2026-10-16
Bank Julius Baer & Co. Ltd, Zurich
DECREASED497,413808,031-310,618-38%$274.3M$197.1M-$77.3M2026-10-29
Harel Insurance Investments & Financial Services Ltd.
DECREASED486,789628,758-141,969-23%$214.4M$193.4K-$214.2M2026-11-02
Eurizon Capital SGR S.p.A.
DECREASED466,314815,012-348,698-43%$276.4M$184.8M-$91.6M2026-11-06
Strs Ohio
DECREASED453,952474,194-20,242-4%$161.7M$180.4M+$18.7M2026-10-30
Cardano Risk Management B.V.
INCREASED449,745351,256+98,489+28%$119.8K$178.7K+$58.9K2026-10-20
PFA Pension, Forsikringsaktieselskab
INCREASED442,8643,596+439,268+12215%$1.2M$176.0M+$174.7M2026-11-06
CIBC Asset Management Inc
INCREASED430,445403,874+26,571+7%$137.7M$171.0M+$33.3M2026-11-05
Asset Management One Co., Ltd.
INCREASED417,551413,429+4,122+1%$141.0M$165.9M+$24.9M2026-10-27
Truist Financial Corp
DECREASED398,440446,300-47,860-11%$152.2M$158.3M+$6.1M2026-10-30
MacKenzie Financial Corp
DECREASED395,908454,172-58,264-13%$154.9M$157.3M+$2.4M2026-11-02
AGF Management LTD
INCREASED393,248176,462+216,786+123%$60.2M$156.2M+$96.1M2026-11-03
Creative Planning
INCREASED390,885379,160+11,725+3%$129.3M$155.3M+$26.0M2026-11-02
Commonwealth Equity Services, LLC
DECREASED375,072393,520-18,448-5%$134.2M$149.0M+$14.8M2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED358,423339,398+19,025+6%$75.3M$99.5M+$24.1M2026-10-13
Davenport & Co LLC
DECREASED346,851491,241-144,390-29%$166.5M$137.2M-$29.4M2026-10-14
Welch & Forbes LLC
INCREASED323,284322,392+892+0%$109.9M$128.4M+$18.5M2026-11-04
ABN Amro Investment Solutions
DECREASED322,714543,970-221,256-41%$185.5M$128.2M-$57.3M2026-10-21
Mogy Joel R Investment Counsel Inc
DECREASED305,649308,019-2,370-1%$105.0M$121.4M+$16.4M2026-10-13
Temasek Holdings (Private) Ltd
UNCHANGED297,538297,53800%$101.5M$118.2M+$16.7M2026-10-28
SEB Asset Management AB
DECREASED297,384409,347-111,963-27%$139.6M$118.2M-$21.4M2026-11-04
Nykredit A/S
INCREASED293,860287,116+6,744+2%$97.9M$116.8M+$18.8M2026-11-06
TimesSquare Capital Management, LLC
DECREASED288,118308,584-20,466-7%$105.2M$114.5M+$9.2M2026-11-03
PNC Financial Services Group, Inc.
INCREASED284,679280,336+4,343+2%$95.6M$113.1M+$17.5M2026-11-06
Lido Advisors, LLC
INCREASED280,479266,639+13,840+5%$90.9M$111.4M+$20.5M2026-11-04
State of New Jersey Common Pension Fund D
INCREASED263,030262,586+444+0%$89.5M$104.5M+$15.0M2026-11-05
Vontobel Holding Ltd.
DECREASED256,372383,508-127,136-33%$130.8M$101.9M-$28.9M2026-10-16
Calamos Advisors LLC
INCREASED253,004245,320+7,684+3%$83.7M$100.5M+$16.9M2026-11-02
Xponance LLC
INCREASED240,695227,199+13,496+6%$77.5M$95.6M+$18.2M2026-11-03
Mn Services Vermogensbeheer B.V.
INCREASED240,029236,329+3,700+2%$80.6M$95.4K-$80.5M2026-10-08
Daiwa Securities Group Inc.
INCREASED239,455234,314+5,141+2%$79.9M$95.1M+$15.2M2026-10-29
Swiss Life Asset Management Ltd
DECREASED238,046270,330-32,284-12%$92.2M$94.6M+$2.4M2026-11-03
Henshaw Capital LLC
UNCHANGED237,620237,62000%$81.0M$94.4M+$13.4M2026-11-03
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED235,115266,698-31,583-12%$90.9M$93.4M+$2.5M2026-10-15
Czech National Bank
INCREASED234,169230,842+3,327+1%$78.7M$93.0M+$14.3M2026-10-13
Arizona State Retirement System
INCREASED229,303225,037+4,266+2%$76.7M$91.1M+$14.4M2026-11-03
Allen Investment Management, LLC
INCREASED226,514161,489+65,025+40%$55.0M$90.0M+$35.0M2026-11-03
Aberdeen Group plc
DECREASED226,281590,099-363,818-62%$201.2M$28.6M-$172.7M2026-11-06
State of Michigan Retirement System
DECREASED220,739244,039-23,300-10%$83.2M$87.7M+$4.5M2026-10-27
Rakuten Investment Management, Inc.
INCREASED216,983195,958+21,025+11%$65.1M$84.3M+$19.2M2026-10-30
Howard Capital Management Group, LLC
DECREASED212,912213,748-8360%$72.9M$84.6M+$11.7M2026-10-16
Washington Trust Advisors, Inc.
DECREASED212,446228,607-16,161-7%$78.0M$84.4M+$6.4M2026-10-22
Ferguson Wellman Capital Management, Inc
DECREASED212,179226,065-13,886-6%$77.1M$84.3M+$7.2M2026-10-05
Adell Harriman & Carpenter Inc
DECREASED208,554224,522-15,968-7%$76.6M$82.9M+$6.3M2026-11-02
Trust Co of Vermont
DECREASED203,528203,595-670%$69.4M$80.9M+$11.4M2026-10-21
Raiffeisen Bank International AG
DECREASED202,401225,914-23,513-10%$75.0M$78.6M+$3.6M2026-10-28
Retirement Systems of Alabama
INCREASED199,960170,373+29,587+17%$58.1M$79.4M+$21.3M2026-11-04
Randolph Co Inc
INCREASED197,106196,951+155+0%$67.2M$78.3M+$11.1M2026-10-23
IFM Investors Pty Ltd
INCREASED193,519186,273+7,246+4%$63.5M$76.9M+$13.4M2026-10-14
AMI Asset Management Corp
DECREASED190,892198,453-7,561-4%$67.7M$75.8M+$8.2M2026-10-20
Washington Trust Co
DECREASED185,096189,436-4,340-2%$64.6M$73.5M+$8.9M2026-10-22
Badgley Phelps Wealth Managers, LLC
DECREASED184,584187,888-3,304-2%$64.1M$73.3M+$9.3M2026-10-22
Eastern Bank
DECREASED184,556194,344-9,788-5%$66.3M$73.3M+$7.1M2026-10-05
GF Fund Management Co. Ltd.
DECREASED181,505181,601-960%$61.9M$72.1M+$10.2M2026-10-26
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED180,061179,128+933+1%$61.1M$71.5M+$10.5M2026-11-03
Apollon Wealth Management, LLC
DECREASED176,684188,976-12,292-6%$64.4M$70.2M+$5.8M2026-10-23
Global X Japan Co., Ltd.
DECREASED173,796181,422-7,626-4%$61.9M$69.1M+$7.2M2026-10-21
Avity Investment Management Inc.
DECREASED173,721194,590-20,869-11%$66.4M$69.0M+$2.7M2026-10-09
Cambridge Investment Research Advisors, Inc.
DECREASED173,400182,099-8,699-5%$62.1M$68.9K-$62.0M2026-11-02
Lyell Wealth Management, LP
DECREASED169,753173,721-3,968-2%$59.2M$67.4M+$8.2M2026-10-30
Kestra Advisory Services, LLC
INCREASED165,023156,875+8,148+5%$53.5M$65.6M+$12.1M2026-11-02
Nicholas Company, Inc.
DECREASED162,195266,270-104,075-39%$90.8M$64.4M-$26.4M2026-11-05
Amalgamated Bank
DECREASED160,441163,350-2,909-2%$55.7M$63.7K-$55.6M2026-10-23
Park National Corp
DECREASED158,591186,597-28,006-15%$63.6M$63.0M-$623.5K2026-10-05
Chesley Taft & Associates LLC
DECREASED157,154182,105-24,951-14%$62.1M$62.4M+$337.4K2026-10-13
Northeast Investment Management
INCREASED155,568154,929+639+0%$52.8M$61.8M+$9.0M2026-10-30
UniSuper Management Pty Ltd
INCREASED150,838142,183+8,655+6%$48.5M$59.9M+$11.4M2026-10-26
Diversify Advisory Services, LLC
DECREASED148,559157,738-9,179-6%$50.1M$55.0M+$5.0M2026-10-20
Diversify Wealth Management, LLC
DECREASED148,559157,738-9,179-6%$50.1M$55.0M+$5.0M2026-10-20
BI Asset Management Fondsmaeglerselskab A/S
INCREASED141,47148,584+92,887+191%$16.6M$56.2K-$16.5M2026-10-22
Private Capital Advisors, Inc.
DECREASED138,190138,524-3340%$47.2M$54.9M+$7.7M2026-10-06
B. Metzler seel. Sohn & Co. AG
DECREASED137,949780,246-642,297-82%$266.1M$54.8M-$211.3M2026-10-30
PensionDanmark Pensionsforsikringsaktieselskab
INCREASED136,929123,850+13,079+11%$42.2M$54.4M+$12.2M2026-10-19
JIA Investment Alliance Pte. Ltd.
UNCHANGED135,200135,20000%$46.1M$53.7M+$7.6M2026-10-06
Union Bancaire Privee, UBP SA
DECREASED133,699212,784-79,085-37%$64.9M$50.3M-$14.6M2026-11-04
Bailard, Inc.
INCREASED131,115128,220+2,895+2%$43.7M$52.1M+$8.4M2026-10-13
Braun Stacey Associates Inc
INCREASED130,018125,615+4,403+4%$42.8M$51.7M+$8.8M2026-10-19
Dillon & Associates Inc
DECREASED127,062127,941-879-1%$43.6M$50.4K-$43.6M2026-10-22
Weatherly Asset Management L. P.
DECREASED125,939133,772-7,833-6%$45.6M$50.0M+$4.4M2026-10-20
Tran Capital Management, L.P.
DECREASED125,625203,058-77,433-38%$69.2M$49.9M-$19.3M2026-10-19
Nisa Investment Advisors, LLC
INCREASED125,526123,134+2,392+2%$42.0M$49.9M+$7.9M2026-10-20
Natixis
INCREASED125,37098,227+27,143+28%$33.5M$49.8M+$16.3M2026-11-06
Fiera Capital Corp
INCREASED125,245120,766+4,479+4%$41.2M$49.8M+$8.6M2026-11-06
UMB Bank, n.a.
DECREASED123,903125,903-2,000-2%$42.9M$49.2M+$6.3M2026-11-06
OP Asset Management Ltd
INCREASED123,03691,088+31,948+35%$31.1M$48.9M+$17.8M2026-11-05
New York Life Investment Management LLC
DECREASED121,642132,516-10,874-8%$45.2M$48.3M+$3.1M2026-11-04
Concurrent Investment Advisors, LLC
INCREASED119,70377,696+42,007+54%$26.5M$47.6M+$21.1M2026-10-16
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED118,150116,563+1,587+1%$39.8M$46.9M+$7.2M2026-10-20
Philadelphia Trust Co
DECREASED118,149130,044-11,895-9%$44.3M$46.9K-$44.3M2026-11-05
Oppenheimer & Co Inc
DECREASED118,063119,037-974-1%$40.6M$46.9M+$6.3M2026-10-26
Gradient Investments LLC
DECREASED117,516175,216-57,700-33%$59.8M$46.7M-$13.1M2026-10-08
Clearstead Advisors, LLC
DECREASED116,360124,812-8,452-7%$42.6M$46.2M+$3.7M2026-11-06
Sapient Capital LLC
DECREASED115,092134,869-19,777-15%$46.0M$45.7M-$265.8K2026-10-08
Covea Finance
DECREASED113,200148,000-34,800-24%$50.5M$45.0M-$5.5M2026-10-21
Munich Reinsurance Co Stock Corp in Munich
INCREASED111,95767,942+44,015+65%$23.2M$44.5M+$21.3M2026-10-30
Sava Infond d.o.o.
DECREASED111,840126,340-14,500-11%$43.1M$44.4M+$1.4M2026-10-28
IFP Advisors, Inc
DECREASED110,523116,369-5,846-5%$39.7M$43.9M+$4.2M2026-10-16
Adams Diversified Equity Fund, Inc.
UNCHANGED110,000110,00000%$37.5M$43.7M+$6.2M2026-10-21
NorthCrest Asset Manangement, LLC
INCREASED108,772104,272+4,500+4%$35.3M$43.3M+$8.1M2026-10-13
Beacon Investment Advisory Services, Inc.
DECREASED106,355146,516-40,161-27%$50.0M$42.3M-$7.7M2026-10-13
William Blair Investment Management, LLC
DECREASED103,853111,465-7,612-7%$38.0M$41.3M+$3.3M2026-11-06
Farmers & Merchants Investments Inc
INCREASED102,396101,488+908+1%$34.6M$40.7M+$6.1M2026-10-22
Nixon Peabody Trust Co
INCREASED100,649100,260+389+0%$34.2M$40.0M+$5.8M2026-10-23
Oregon Public Employees Retirement Fund
INCREASED100,22799,787+440+0%$34.0M$39.8M+$5.8M2026-10-30
Pittenger & Anderson Inc
INCREASED99,63099,609+21+0%$34.0M$39.6M+$5.6M2026-11-02
SteelPeak Wealth, LLC
INCREASED98,87321,255+77,618+365%$7.2M$39.3M+$32.0M2026-10-16
E. Ohman J:or Asset Management AB
DECREASED98,565156,265-57,700-37%$53.3M$39.2M-$14.1M2026-10-22
Mutual of America Capital Management LLC
DECREASED98,48899,636-1,148-1%$34.0M$39.1M+$5.2M2026-10-23
Wesbanco Bank Inc
DECREASED95,437136,061-40,624-30%$46.4M$37.9M-$8.5M2026-11-04
Kestra Private Wealth Services, LLC
DECREASED94,32495,382-1,058-1%$32.5M$37.5M+$4.9M2026-11-06
Zevenbergen Capital Investments LLC
UNCHANGED93,91093,91000%$32.0M$37.3M+$5.3M2026-10-08
MassMutual Private Wealth & Trust, FSB
DECREASED93,88098,971-5,091-5%$33.8M$37.3M+$3.5M2026-10-05
iA Global Asset Management Inc.
DECREASED93,41396,625-3,212-3%$33.0M$37.1K-$32.9M2026-10-29
Community Trust & Investment Co
DECREASED92,964114,827-21,863-19%$39.2M$36.9M-$2.2M2026-10-15
Ethic Inc.
DECREASED91,83192,263-4320%$31.5M$36.5M+$5.0M2026-11-03
Eagle Global Advisors LLC
DECREASED91,64392,423-780-1%$31.5M$36.4M+$4.9M2026-11-02
Louisiana State Employees Retirement System
DECREASED91,50093,900-2,400-3%$32.0M$36.4M+$4.3M2026-10-20
ASR Vermogensbeheer N.V.
INCREASED91,09860,393+30,705+51%$20.6M$36.2M+$15.6M2026-10-16
Middleton & Co Inc
DECREASED86,36591,663-5,298-6%$31.3M$34.3M+$3.1M2026-10-23
Wallington Asset Management, LLC
DECREASED85,54785,800-2530%$29.3M$34.0M+$4.7M2026-11-04
Thrivent Financial for Lutherans
INCREASED84,73683,904+832+1%$28.6M$33.7K-$28.6M2026-11-05
Security National Bank
DECREASED83,88684,869-983-1%$28.9M$33.3M+$4.4M2026-10-26
Consolidated Investment Group LLC
UNCHANGED81,21481,21400%$27.7M$32.3M+$4.6M2026-11-04
Cushing Asset Management, LP dba NXG Investment Management
INCREASED80,00075,000+5,000+7%$25.6M$31.8M+$6.2M2026-10-26
Telos Capital Management, Inc.
DECREASED79,55984,926-5,367-6%$29.0M$31.6M+$2.6M2026-11-02
Achmea Investment Management B.V.
NEW79,383—+79,383——$31.6M—2026-10-30
BLB&B Advisors, LLC
DECREASED78,11495,608-17,494-18%$32.6M$31.0M-$1.6M2026-10-27
Trust Co of Toledo NA
DECREASED78,08378,094-110%$26.6M$31.0M+$4.4M2026-10-16
Cullen T Bankers, Inc.
INCREASED77,91476,593+1,321+2%$26.1M$31.0M+$4.8M2026-10-28
State of Alaska, Department of Revenue
DECREASED77,20579,463-2,258-3%$27.1M$30.7K-$27.1M2026-10-15
Exchange Traded Concepts, LLC
INCREASED76,43467,971+8,463+12%$23.2M$30.4M+$7.2M2026-10-28
Davidson Investment Advisors
DECREASED75,95978,979-3,020-4%$26.9M$30.2M+$3.2M2026-10-20
Americana Partners, LLC
DECREASED75,465102,475-27,010-26%$34.9M$30.0M-$5.0M2026-10-28
EagleClaw Capital Managment, LLC
DECREASED75,04078,978-3,938-5%$26.9M$29.8M+$2.9M2026-11-06
Bank Pictet & Cie (Europe) AG
DECREASED74,863115,327-40,464-35%$39.3M$29.7M-$9.6M2026-10-20
Guyasuta Investment Advisors Inc
DECREASED74,84775,888-1,041-1%$25.9M$29.7M+$3.9M2026-10-15
Pinnacle Associates LTD
DECREASED74,45079,799-5,349-7%$27.2M$29.6M+$2.4M2026-10-20
Prospera Financial Services Inc
INCREASED74,24662,571+11,675+19%$21.3M$27.2M+$5.8M2026-11-04
Yousif Capital Management, LLC
DECREASED73,85074,030-1800%$25.2M$29.3M+$4.1M2026-10-22
Allspring Global Investments Holdings, LLC
DECREASED73,62192,458-18,837-20%$32.5M$29.2M-$3.4M2026-11-04
HCR Wealth Advisors
INCREASED72,95871,870+1,088+2%$24.5M$29.0M+$4.5M2026-10-15
Midwest Trust Co
DECREASED72,93388,224-15,291-17%$30.1M$29.0M-$1.1M2026-10-22
Talbot Financial, LLC
DECREASED72,78773,812-1,025-1%$25.2M$28.9M+$3.7M2026-10-19
SFE Investment Counsel
DECREASED72,77580,533-7,758-10%$27.5M$28.9M+$1.5M2026-10-29
D.A. Davidson & Co.
DECREASED71,13172,988-1,857-3%$24.9M$28.3M+$3.4M2026-10-28
Everest Financial Group LLC
INCREASED70,77468,806+1,968+3%$23.5M$28.1M+$4.7M2026-11-06
Farther Finance Advisors, LLC
INCREASED70,68960,954+9,735+16%$20.8M$28.1M+$7.3M2026-10-08
Wedbush Securities Inc
DECREASED69,84972,999-3,150-4%$24.9M$27.8K-$24.9M2026-10-22
Trifecta Capital Advisors, LLC
DECREASED69,56870,502-934-1%$24.0M$27.6M+$3.6M2026-10-21
CFM Wealth Partners LLC
DECREASED69,08169,449-368-1%$23.7M$27.4M+$3.8M2026-11-05
Harbour Trust & Investment Management Co
DECREASED68,62069,760-1,140-2%$23.8M$27.3M+$3.5M2026-10-28
Spire Wealth Management
INCREASED68,52264,370+4,152+6%$22.0M$27.2M+$5.3M2026-10-30
Assetmark, Inc
DECREASED68,29989,521-21,222-24%$30.5M$27.1M-$3.4M2026-10-21
Addenda Capital Inc.
INCREASED68,04753,708+14,339+27%$18.3M$27.0M+$8.7M2026-10-13
Coastline Trust Co
DECREASED67,70869,899-2,191-3%$23.8M$26.9M+$3.1M2026-10-01
Legacy Trust
INCREASED67,69067,441+249+0%$23.0M$24.8M+$1.8M2026-11-06
Integrated Advisors Network LLC
DECREASED66,41269,922-3,510-5%$23.8M$26.4M+$2.5M2026-10-20
Crestwood Advisors Group, LLC
DECREASED66,01868,072-2,054-3%$23.2M$26.2M+$3.0M2026-10-27
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
DECREASED65,93367,649-1,716-3%$23.1M$26.2M+$3.1M2026-10-22
71 West Capital Partners
INCREASED65,00263,859+1,143+2%$21.8M$25.8M+$4.0M2026-11-04
United Asset Strategies, Inc.
DECREASED64,62465,119-495-1%$22.2M$25.7M+$3.5M2026-10-28
Elevation Point Wealth Partners, LLC
INCREASED64,55660,596+3,960+7%$20.7M$25.7M+$5.0M2026-11-05
Virginia Retirement Systems ET Al
INCREASED64,51737,617+26,900+72%$12.8M$25.6M+$12.8M2026-10-28
Parallel Advisors, LLC
INCREASED64,03363,588+445+1%$21.7M$25.4M+$3.8M2026-11-03
Gulf International Bank (UK) Ltd
INCREASED63,88161,381+2,500+4%$20.9M$25.4K-$20.9M2026-10-20
NLB Skladi, upravljanje premozenja, d.o.o.
DECREASED62,89264,715-1,823-3%$22.1M$25.0M+$2.9M2026-10-22
Greenwood Gearhart LLC
DECREASED62,72684,630-21,904-26%$28.9M$24.9M-$3.9M2026-11-02
Prime Capital Investment Advisors, LLC
DECREASED62,53971,091-8,552-12%$24.2M$24.8M+$603.8K2026-10-20
Profund Advisors LLC
DECREASED62,48367,899-5,416-8%$23.2M$24.8M+$1.7M2026-10-29
Generali Asset Management SPA SGR
INCREASED62,11858,450+3,668+6%$19.9M$24.7M+$4.7M2026-10-26
Compass Capital Management, Inc
DECREASED61,38073,515-12,135-17%$25.1M$24.4M-$683.2K2026-11-06
First American Bank
DECREASED61,29563,561-2,266-4%$21.7M$24.4M+$2.7M2026-10-27
Asio Capital, LLC
DECREASED61,16161,314-1530%$20.9M$24.3M+$3.4M2026-10-19
B. Riley Wealth Advisors, Inc.
DECREASED60,77061,181-411-1%$20.3M$24.1M+$3.8M2026-10-13
Brookstone Capital Management
DECREASED60,23795,800-35,563-37%$32.7M$23.9M-$8.7M2026-10-22
Avanza Fonder AB
INCREASED60,09255,034+5,058+9%$18.8M$23.9M+$5.1M2026-10-13
LBP AM SA
DECREASED60,059163,833-103,774-63%$55.9M$23.9M-$32.0M2026-11-06
Moran Wealth Management, LLC
DECREASED60,05866,727-6,669-10%$22.8M$23.9M+$1.1M2026-10-22
Cache Advisors, LLC
INCREASED59,92025,080+34,840+139%$8.6M$23.8M+$15.3M2026-10-16
Quintet Private Bank (Europe) S.A.
DECREASED58,631170,921-112,290-66%$58.3M$23.3M-$35.0M2026-10-08
AlphaCore Capital LLC
INCREASED58,32648,932+9,394+19%$16.7M$23.2M+$6.5M2026-11-04
Oppenheimer Asset Management Inc.
DECREASED57,13473,301-16,167-22%$25.0M$22.7M-$2.3M2026-10-27
Motley Fool Asset Management LLC
INCREASED57,02550,491+6,534+13%$17.2M$22.7M+$5.4M2026-10-27
Marietta Wealth Management, LLC
DECREASED56,96062,965-6,005-10%$21.5M$21.4M-$110.0K2026-10-22
Venture Visionary Partners LLC
INCREASED55,75855,542+216+0%$18.9M$22.2M+$3.2M2026-10-07
Bender Robert & Associates
DECREASED55,30555,585-2800%$19.0M$22.0M+$3.0M2026-10-21
Meiji Yasuda America Inc
INCREASED54,38243,795+10,587+24%$14.9M$21.6M+$6.7M2026-10-22
Searle & Co.
DECREASED53,91457,114-3,200-6%$19.5M$21.4M+$1.9M2026-11-04
Cohen Klingenstein LLC
UNCHANGED53,40053,40000%$18.2M$21.2M+$3.0M2026-10-15
Atria Investments, Inc
INCREASED52,66749,838+2,829+6%$17.0M$20.9M+$3.9M2026-10-15
Allworth Financial LP
INCREASED52,32323,837+28,486+120%$8.1M$17.8M+$9.7M2026-11-06
CMH Wealth Management LLC
DECREASED51,68557,173-5,488-10%$19.5M$20.5M+$1.0M2026-10-22
Evergreen Capital Management LLC
DECREASED51,38359,279-7,896-13%$20.2M$20.4M+$199.7K2026-10-23
LVM Capital Management LTD
DECREASED50,64756,112-5,465-10%$19.1K$20.1M+$20.1M2026-10-20
Mirador Capital Partners LP
INCREASED50,40650,198+208+0%$17.1M$20.0M+$2.9M2026-10-09
YHB Investment Advisors, Inc.
DECREASED50,12850,219-910%$17.1M$19.9M+$2.8M2026-10-08
Welch Group, LLC
DECREASED50,10451,532-1,428-3%$17.6M$19.9M+$2.3M2026-10-29
Washington Trust Bank
DECREASED49,97353,007-3,034-6%$18.1M$19.9M+$1.8M2026-11-03
Jacobs & Co
DECREASED49,43350,863-1,430-3%$17.3K$19.6K+$2.3K2026-10-09
Maryland State Retirement & Pension System
INCREASED49,18343,256+5,927+14%$14.8M$19.5M+$4.8M2026-11-05
HB Wealth Management, LLC
INCREASED48,49948,073+426+1%$16.4M$19.3M+$2.9M2026-10-23
Decker Retirement Planning Inc.
NEW48,330—+48,330——$19.2M—2026-10-19
OpenArc Corporate Advisory, LLC
INCREASED48,27246,162+2,110+5%$15.7M$19.2M+$3.4M2026-10-21
Hennion & Walsh Asset Management, Inc.
DECREASED48,23855,556-7,318-13%$18.9M$19.2M+$219.7K2026-10-13
China Universal Asset Management Co., Ltd.
INCREASED47,65840,920+6,738+16%$14.0M$18.5M+$4.6M2026-10-28
Canvas Wealth Advisors, LLC
DECREASED47,05548,854-1,799-4%$16.7M$17.9M+$1.2M2026-11-02
Citizens Financial Group Inc
DECREASED45,77246,200-428-1%$15.8M$18.2M+$2.4M2026-10-23
Nikulski Financial, Inc.
DECREASED45,62448,767-3,143-6%$16.6M$18.1M+$1.5M2026-11-06
Keybank National Association
INCREASED45,58943,751+1,838+4%$14.9M$18.1M+$3.2M2026-11-04
Independent Financial Group, LLC
DECREASED45,55748,369-2,812-6%$16.5M$18.1M+$1.6M2026-10-13
Daymark Wealth Partners, LLC
DECREASED45,373113,333-67,960-60%$38.6M$18.0M-$20.6M2026-11-04
Fideuram Asset Management (Ireland) dac
DECREASED45,13359,411-14,278-24%$16.6M$16.6M-$26.5K2026-10-29
Bokf, NA
DECREASED44,87150,369-5,498-11%$17.2M$17.8M+$650.9K2026-10-27
Merit Financial Group, LLC
INCREASED43,75040,098+3,652+9%$13.7M$17.4M+$3.7M2026-11-06
Hartford Investment Management Co
DECREASED43,62444,820-1,196-3%$15.3M$17.3M+$2.0M2026-11-04
First Interstate Bank
DECREASED42,96245,696-2,734-6%$15.6M$17.1M+$1.5M2026-10-23
Crossmark Global Holdings, Inc.
INCREASED42,88540,790+2,095+5%$13.9M$17.0M+$3.1M2026-10-21
Community Financial Services Group, LLC
DECREASED42,86046,220-3,360-7%$16.3M$17.0M+$712.0K2026-10-15
Ascent Wealth Partners, LLC
DECREASED41,97242,881-909-2%$14.6M$16.7M+$2.1M2026-10-23
Zweig-DiMenna Associates LLC
NEW40,500—+40,500——$16.1M—2026-11-06
Moody Lynn Lieberson & Walker, LLC
DECREASED40,42341,381-958-2%$14.1M$16.1M+$1.9M2026-10-14
New Mexico Educational Retirement Board
UNCHANGED40,20040,20000%$13.7M$16.0K-$13.7M2026-11-05
Forbes J M & Co LLP
INCREASED40,16439,992+172+0%$13.6M$16.0M+$2.3M2026-10-16
Lmcg Investments, LLC
DECREASED40,03957,784-17,745-31%$19.7M$15.9M-$3.8M2026-10-21
First National Trust Co
DECREASED39,73942,304-2,565-6%$14.4M$15.8M+$1.4M2026-10-28
Westover Capital Advisors, LLC
DECREASED39,51340,857-1,344-3%$13.9M$15.7M+$1.8M2026-10-26
Linden Thomas Advisory Services, LLC
INCREASED39,12938,340+789+2%$13.1M$15.5M+$2.5M2026-10-19
Alta Capital Management LLC/
DECREASED38,951117,695-78,744-67%$40.1M$15.5M-$24.7M2026-10-26
Park Avenue Securities LLC
DECREASED38,78440,352-1,568-4%$13.8M$15.4K-$13.7M2026-10-26
Ag2r LA Mondiale Gestion D'actifs
INCREASED38,54235,640+2,902+8%$12.2M$15.3M+$3.2M2026-10-26
Savant Capital, LLC
INCREASED38,19426,498+11,696+44%$7.2M$15.2M+$8.0M2026-11-06
Jamison Private Wealth Management, Inc.
INCREASED37,57737,508+69+0%$12.8M$14.9M+$2.1M2026-10-14
GC Wealth Management RIA, LLC
INCREASED37,24836,432+816+2%$12.4M$14.8M+$2.4M2026-11-02
Burns J W & Co Inc
DECREASED37,18837,210-220%$12.7M$14.8M+$2.1M2026-10-20
Burney Co/
DECREASED36,89238,668-1,776-5%$13.2M$14.7M+$1.5M2026-10-15
Jackson Square Capital, LLC
DECREASED36,54936,822-273-1%$12.6M$14.5M+$2.0M2026-10-19
Virtus Wealth Solutions LLC
NEW36,221—+36,221——$14.4M—2026-11-03
Waldron Private Wealth LLC
DECREASED36,15736,313-1560%$12.4M$14.4M+$2.0M2026-11-02
Yarbrough Capital, LLC
UNCHANGED35,95335,95300%$12.3M$14.3M+$2.0M2026-10-19
Lynch Asset Management, Inc.
INCREASED35,55034,550+1,000+3%$11.8M$14.1M+$2.3M2026-10-28
Boston Common Asset Management, LLC
DECREASED35,39342,566-7,173-17%$14.5M$14.1M-$453.9K2026-10-13
Duncker Streett & Co Inc
DECREASED35,25540,705-5,450-13%$13.9M$14.0M+$125.9K2026-10-27
J.W. Cole Advisors, Inc.
INCREASED34,91928,837+6,082+21%$9.8M$13.9M+$4.0M2026-11-05
NBT Bank, N.A.
DECREASED34,67135,204-533-2%$12.0M$13.8M+$1.8M2026-10-21
CX Institutional
INCREASED34,5436,717+27,826+414%$2.3K$13.7K+$11.4K2026-10-02
Bfsg, LLC
DECREASED33,93434,221-287-1%$11.7M$13.5M+$1.8M2026-10-30
Choreo, LLC
DECREASED33,85834,506-648-2%$11.8M$13.5M+$1.7M2026-10-28
WealthBridge Investment Counsel Inc.
DECREASED33,74333,913-1700%$11.6K$13.4K+$1.8K2026-10-13
Ashton Thomas Private Wealth, LLC
DECREASED33,72535,285-1,560-4%$12.0M$13.4M+$1.4M2026-11-03
Cyndeo Wealth Partners, LLC
INCREASED33,53829,300+4,238+14%$10.0M$13.3M+$3.3M2026-10-16
BigSur Wealth Management LLC
DECREASED33,01033,150-1400%$11.3M$13.1M+$1.8M2026-10-13
Ipswich Investment Management Co., Inc.
DECREASED32,58933,774-1,185-4%$11.5M$12.9M+$1.4M2026-10-13
Appleton Partners Inc
DECREASED32,37533,733-1,358-4%$11.5M$12.9K-$11.5M2026-10-30
Aware Super Pty Ltd as trustee of Aware Super
INCREASED32,15830,158+2,000+7%$10.3M$12.8M+$2.5M2026-10-30
Fifth Third Wealth Advisors LLC
DECREASED32,08632,165-790%$11.0M$12.7M+$1.8M2026-10-22
Tokio Marine Asset Management Co LTD
INCREASED31,66730,541+1,126+4%$10.4M$12.6M+$2.2M2026-10-26
Vise Technologies, Inc.
INCREASED30,97321,010+9,963+47%$7.2M$12.3M+$5.1M2026-10-29
SBI Securities Co., Ltd.
INCREASED30,93130,396+535+2%$10.4M$12.3M+$1.9M2026-10-22
Strategic Blueprint, LLC
INCREASED30,69230,575+117+0%$10.4M$12.2M+$1.8M2026-10-22
Legal Advantage Investments, Inc.
UNCHANGED30,68430,68400%$10.5M$12.2M+$1.7M2026-10-13
Bouvel Investment Partners, LLC
DECREASED30,51430,966-452-1%$10.6M$12.1M+$1.6M2026-10-13
Meridian Wealth Management, LLC
DECREASED30,43637,279-6,843-18%$12.7M$12.1M-$620.5K2026-11-05
Certuity, LLC
DECREASED29,92130,085-164-1%$10.3M$11.9M+$1.6M2026-11-02
Unicom Systems, Inc.
UNCHANGED29,50029,50000%$10.1M$11.7M+$1.7M2026-10-13
S-Bank Fund Management Ltd
DECREASED29,09739,995-10,898-27%$13.6M$11.6M-$2.1M2026-11-06
Gamma Investing LLC
INCREASED29,03727,094+1,943+7%$9.2M$11.5M+$2.3M2026-10-08
Nordwand Advisors, LLC
DECREASED28,12030,455-2,335-8%$10.4M$11.2M+$786.6K2026-11-05
EverSource Wealth Advisors, LLC
DECREASED28,03828,178-1400%$9.6M$11.1M+$1.5M2026-11-04
Norway Savings Bank
DECREASED27,96728,980-1,013-3%$9.9M$11.1M+$1.2M2026-10-20
MGO One Seven LLC
INCREASED27,85126,776+1,075+4%$9.1M$11.1M+$1.9M2026-10-28
Magnus Financial Group LLC
DECREASED27,71527,737-220%$9.5M$11.0M+$1.6M2026-10-21
Calamos Wealth Management LLC
DECREASED27,60447,601-19,997-42%$16.2M$11.0M-$5.3M2026-11-02
J. Safra Sarasin Holding AG
INCREASED27,55325,761+1,792+7%$5.3M$6.4M+$1.1M2026-10-26
Mendel Money Management
DECREASED27,35129,709-2,358-8%$10.1M$10.9M+$735.5K2026-11-02
Baker Avenue Asset Management, LP
DECREASED27,20029,441-2,241-8%$10.0M$10.8M+$767.0K2026-11-06
Sterling Capital Management LLC
DECREASED27,02928,145-1,116-4%$9.6M$10.7M+$1.1M2026-10-22
PKO Investment Management Joint-Stock Co
INCREASED27,00026,000+1,000+4%$8.9M$10.7M+$1.9M2026-10-19
Greenwood Capital Associates LLC
DECREASED26,87039,882-13,012-33%$13.6M$10.7M-$2.9M2026-10-27
Ramsay, Stattman, Vela & Price, Inc.
DECREASED26,81526,975-160-1%$9.2M$10.7M+$1.5M2026-10-19
Anderson Hoagland & Co
DECREASED26,59326,954-361-1%$9.2M$9.4M+$246.5K2026-10-23
Bourgeon Capital Management LLC
DECREASED26,55828,776-2,218-8%$9.8M$10.6M+$738.6K2026-10-19
Legacy Wealth Management, LLC / MS
DECREASED26,47330,221-3,748-12%$10.3M$10.5M+$212.0K2026-10-30
Knights of Columbus Asset Advisors LLC
DECREASED26,45134,012-7,561-22%$11.6M$10.5M-$1.1M2026-11-05
Great Lakes Retirement, Inc.
INCREASED26,32325,840+483+2%$8.8M$10.5M+$1.6M2026-10-26
Sustainable Insight Capital Management, LLC
DECREASED26,30028,600-2,300-8%$9.8M$10.4M+$696.1K2026-11-06
Goelzer Investment Management, Inc.
DECREASED26,09830,253-4,155-14%$10.3M$10.4M+$52.1K2026-10-16
Penobscot Investment Management Company, Inc.
INCREASED25,96024,965+995+4%$8.5M$10.3M+$1.8M2026-10-26
Valicenti Advisory Services Inc
DECREASED25,81527,268-1,453-5%$9.3K$10.3K+$9582026-10-23
Linscomb Wealth, Inc.
DECREASED25,75728,267-2,510-9%$9.6M$10.2M+$593.9K2026-11-05
Regions Financial Corp
DECREASED25,67226,447-775-3%$9.0M$10.2M+$1.2M2026-11-05
VAN Strum & Towne Inc.
INCREASED25,52624,847+679+3%$8.5M$10.1M+$1.7M2026-11-06
Goodman Advisory Group, LLC
DECREASED25,25431,051-5,797-19%$10.6M$10.0M-$555.4K2026-11-02
Florida Trust Wealth Management Co
INCREASED25,20523,576+1,629+7%$8.0M$10.0M+$2.0M2026-11-05
Legacy Private Trust Co.
DECREASED25,02625,784-758-3%$8.8M$9.9M+$1.2M2026-10-06
Praxis Investment Management Inc
UNCHANGED24,99424,99400%$8.5M$9.9K-$8.5M2026-11-03
Advisors Management Group Inc
DECREASED24,93325,667-734-3%$8.8M$9.9K-$8.7M2026-11-05
North Dakota State Investment Board
INCREASED24,69823,786+912+4%$8.1M$9.8M+$1.7M2026-10-27
Woodmont Investment Counsel LLC
DECREASED24,65624,963-307-1%$8.5M$9.8M+$1.3M2026-10-29
Level Four Advisory Services, LLC
DECREASED24,39927,242-2,843-10%$9.3M$9.7M+$403.9K2026-11-06
ROI Financial Advisors, LLC
DECREASED24,35226,247-1,895-7%$9.0M$9.7M+$724.6K2026-10-19
Pegasus Asset Management, Inc.
INCREASED24,26124,026+235+1%$8.2M$9.6M+$1.4M2026-11-03
Wormser Freres Gestion
DECREASED23,86433,740-9,876-29%$11.9M$9.5M-$2.5M2026-10-21
Principle Wealth Partners LLC
DECREASED23,80527,047-3,242-12%$9.2M$9.5M+$234.5K2026-11-02
Cypress Asset Management Inc
DECREASED23,70524,218-513-2%$8.3M$9.4M+$1.2M2026-10-09
Wealthcare Advisory Partners LLC
INCREASED23,67215,532+8,140+52%$5.3M$9.4M+$4.1M2026-10-21
Madden Securities Corp
DECREASED23,60024,650-1,050-4%$8.4M$9.4M+$970.4K2026-10-27
Rockline Wealth Management, LLC
INCREASED23,43923,348+91+0%$8.0M$9.3M+$1.4M2026-10-26
Moors & Cabot, Inc.
INCREASED23,29521,805+1,490+7%$7.4M$9.3M+$1.8M2026-11-06
Howard Capital Management, LLC
DECREASED23,28923,342-530%$8.0M$9.3M+$1.3M2026-10-16
IPG Investment Advisors LLC
DECREASED23,27425,161-1,887-7%$8.6M$9.2M+$666.6K2026-10-30
InTrack Investment Management Inc
DECREASED23,22027,173-3,953-15%$9.3M$9.2M-$41.0K2026-10-15
Nilsine Partners, LLC
DECREASED23,09823,363-265-1%$8.0M$9.2M+$1.2M2026-11-02
Old National Bancorp
INCREASED22,99722,754+243+1%$7.8M$9.1M+$1.4M2026-10-20
Nations Financial Group Inc,
INCREASED22,94920,852+2,097+10%$7.1M$9.1M+$2.0M2026-11-05
Valeo Financial Advisors, LLC
DECREASED22,78023,089-309-1%$7.9M$9.0M+$1.2M2026-10-08
KRS Capital Management, LLC
DECREASED22,65722,659-20%$7.7M$9.0M+$1.3M2026-10-16
Hourglass Capital, LLC
UNCHANGED22,62522,62500%$7.7M$9.0M+$1.3M2026-10-26
Mcrae Capital Management Inc
DECREASED22,60633,046-10,440-32%$11.3M$9.0M-$2.3M2026-10-15
Missouri Trust & Investment Co
DECREASED22,60323,973-1,370-6%$8.0M$9.0M+$1.0M2026-11-04
Decker Wealth Management LLC
DECREASED22,46722,833-366-2%$7.8M$8.9M+$1.1M2026-10-09
Purkiss Capital Advisors LLC
INCREASED22,38917,889+4,500+25%$6.1M$8.9M+$2.8M2026-11-06
Rossmore Private Capital
UNCHANGED22,05822,05800%$7.5M$8.8M+$1.2M2026-10-27
Global Wealth Management Investment Advisory, Inc.
DECREASED22,03427,834-5,800-21%$9.5M$8.8M-$737.4K2026-11-04
Harmony Asset Management LLC
UNCHANGED21,95221,95200%$7.5M$8.7M+$1.2M2026-10-20
Cornerstone Advisors, LLC
NEW21,883—+21,883——$8.7M—2026-11-06
WD Rutherford LLC
DECREASED21,83925,328-3,489-14%$8.6M$8.7M+$39.5K2026-10-26
VestGen Advisors, LLC
DECREASED21,52223,311-1,789-8%$7.9M$8.6M+$601.4K2026-10-27
Nvwm, LLC
DECREASED21,45821,934-476-2%$7.5M$8.5M+$1.0M2026-10-14
Davidson Capital Management Inc.
DECREASED21,40829,435-8,027-27%$10.0M$8.5M-$1.5M2026-10-15
Castle Rock Wealth Management, LLC
DECREASED21,35324,804-3,451-14%$8.7M$9.0M+$234.3K2026-10-09
Ellerson Group Inc
DECREASED21,30322,401-1,098-5%$7.6M$7.5M-$178.9K2026-11-04
Xcel Wealth Management, LLC
DECREASED21,24222,945-1,703-7%$7.8M$8.4M+$615.0K2026-10-26
Iowa State Bank
DECREASED21,23621,272-360%$7.3M$8.4M+$1.2M2026-10-06
Securian Asset Management, Inc
DECREASED21,16521,529-364-2%$7.7M$8.4M+$687.0K2026-11-06
Harbour Capital Advisors, LLC
INCREASED21,12721,062+65+0%$6.9M$8.4M+$1.5M2026-10-13
Snider Financial Group
DECREASED21,10921,543-434-2%$7.3M$8.4M+$1.0M2026-10-16
OMC Financial Services LTD
DECREASED21,09123,680-2,589-11%$8.1M$8.4M+$304.3K2026-10-19
Gouws Capital LLC
DECREASED21,06021,085-250%$7.2M$8.4M+$1.2M2026-10-09
Liberty Capital Management, Inc.
DECREASED20,92621,448-522-2%$7.3M$8.3M+$999.9K2026-11-02
MFA Wealth Advisors, LLC
DECREASED20,63223,601-2,969-13%$8.0M$8.2M+$148.9K2026-10-07
Gerber Kawasaki Wealth & Investment Management
DECREASED20,60920,715-106-1%$7.1M$8.2M+$1.1M2026-10-29
Plimoth Trust Co LLC
DECREASED20,51922,728-2,209-10%$7.8M$8.2M+$401.7K2026-10-26
Mission Wealth Management, LP
DECREASED20,47631,241-10,765-34%$10.7M$8.1M-$2.5M2026-10-15
Greenup Street Wealth Management LLC
INCREASED20,39620,147+249+1%$6.9M$8.1M+$1.2M2026-10-28
Ascent Group, LLC
DECREASED20,24721,173-926-4%$7.2M$8.0M+$823.9K2026-10-30
RMR Wealth Builders
DECREASED20,15523,435-3,280-14%$8.0M$8.0M+$16.0K2026-10-22
Signaturefd, LLC
INCREASED20,14419,011+1,133+6%$6.5M$8.0M+$1.5M2026-10-23
Commons Capital, LLC
DECREASED20,06121,451-1,390-6%$7.3M$8.0M+$655.2K2026-11-05
Perryman Financial Advisory Inc
INCREASED19,87719,459+418+2%$6.6M$7.9M+$1.3M2026-10-16
Greenbush Financial Group, LLC
DECREASED19,76219,976-214-1%$6.8M$7.9M+$1.0M2026-10-15
EPG Wealth Management LLC
DECREASED19,72320,658-935-5%$7.0M$7.8M+$791.4K2026-11-03
Smithbridge Asset Management Inc
DECREASED19,71420,006-292-1%$6.8M$7.8M+$1.0M2026-10-19
Aljian Capital Management, LLC
DECREASED19,71419,724-100%$6.7M$7.8M+$1.1M2026-10-28
Procyon Advisors, LLC
DECREASED19,53935,413-15,874-45%$12.1M$7.8M-$4.3M2026-10-21
Bdf-Gestion
DECREASED19,35221,807-2,455-11%$1.6M$7.7M+$6.1M2026-10-19
V-Square Quantitative Management LLC
INCREASED19,27719,039+238+1%$6.5M$7.7M+$1.2M2026-10-15
Vision Capital Management, Inc.
DECREASED19,21021,239-2,029-10%$7.2M$7.6M+$389.4K2026-10-20
Glenview Trust Co
INCREASED19,02518,649+376+2%$6.4M$7.6M+$1.2M2026-10-28
NIA Impact Advisors, LLC
DECREASED19,01224,951-5,939-24%$8.5M$7.6M-$955.3K2026-11-04
Sigma Planning Corp
INCREASED18,95217,030+1,922+11%$5.8M$7.4M+$1.6M2026-10-23
Edgemoor Investment Advisors, Inc.
DECREASED18,91318,993-800%$6.5M$7.5M+$1.0M2026-11-03
Resonant Capital Advisors, LLC
DECREASED18,84519,256-411-2%$6.6M$7.5M+$920.6K2026-10-15
First Citizens Bank & Trust Co
INCREASED18,6008,208+10,392+127%$2.8M$7.4M+$4.6M2026-10-14
Community Bank, N.A.
DECREASED18,36619,446-1,080-6%$6.6M$7.3M+$665.6K2026-11-06
International Assets Investment Management, LLC
DECREASED18,31924,858-6,539-26%$8.8M$7.3M-$1.5M2026-11-02
Atlatl Advisers LLC
DECREASED18,29119,438-1,147-6%$6.6M$7.3M+$638.3K2026-10-22
Quadrant Capital Group LLC
INCREASED18,28616,574+1,712+10%$5.7M$7.3M+$1.6M2026-10-20
St. Clair Advisors, LLC
UNCHANGED18,25018,25000%$6.2M$7.3M+$1.0M2026-10-13
Avestar Capital, LLC
DECREASED18,15119,596-1,445-7%$6.7M$7.2M+$528.9K2026-10-28
Sheets Smith Wealth Management
DECREASED18,05019,881-1,831-9%$6.8M$7.2M+$391.6K2026-10-16
Ritholtz Wealth Management
INCREASED17,89717,473+424+2%$6.0M$7.1M+$1.2M2026-11-05
BAR Harbor Wealth Management
DECREASED17,76218,354-592-3%$6.3M$7.1M+$797.9K2026-10-21
Westhampton Capital, LLC
DECREASED17,72618,051-325-2%$6.2M$7.0M+$887.0K2026-10-30
Sitrin Capital Management LLC
DECREASED17,70226,811-9,109-34%$9.1M$7.0M-$2.1M2026-10-19
Stenger Family Office, LLC
DECREASED17,64124,551-6,910-28%$8.4M$7.0M-$1.4M2026-10-22
Maia Wealth LLC
INCREASED17,57216,218+1,354+8%$5.5M$7.0M+$1.5M2026-10-19
Chemung Canal Trust Co
DECREASED17,46918,036-567-3%$6.2M$6.9M+$790.0K2026-11-04
Dynamic Advisor Solutions LLC
DECREASED17,39518,998-1,603-8%$6.5M$6.9M+$432.5K2026-10-13
Sycomore Asset Management
UNCHANGED17,36517,36500%$4.5K$4.5K$02026-10-26
Greenleaf Trust
DECREASED17,33617,345-90%$5.9M$6.9M+$972.8K2026-10-29
Illinois Municipal Retirement Fund
INCREASED17,30714,409+2,898+20%$4.9M$6.9M+$2.0M2026-11-05
Icici Prudential Asset Management Co Ltd
DECREASED17,17023,883-6,713-28%$8.1M$6.8M-$1.3M2026-11-06
Nippon Life Global Investors Americas, Inc.
INCREASED17,0604,670+12,390+265%$1.6M$6.8M+$5.2M2026-10-29
Compound Planning, Inc.
INCREASED17,04716,091+956+6%$5.5M$6.8M+$1.3M2026-11-05
BG Investment Services, LLC
NEW16,989—+16,989——$6.7M—2026-10-23
Plato Investment Management Ltd
INCREASED16,95615,417+1,539+10%$5.2M$6.8M+$1.5M2026-11-05
Clean Yield Group
INCREASED16,94716,761+186+1%$5.7M$6.7M+$1.0M2026-10-28
Segment Wealth Management, LLC
INCREASED16,71116,069+642+4%$5.5M$6.6M+$1.2M2026-10-26
Avior Wealth Management, LLC
DECREASED16,65416,988-334-2%$5.8M$6.6M+$823.5K2026-10-13
Salem Investment Counselors Inc
INCREASED16,63716,073+564+4%$5.5M$6.6M+$1.1M2026-10-13
Neville Rodie & Shaw Inc
INCREASED16,61516,505+110+1%$5.6K$6.6K+$9742026-10-05
Parsons Capital Management Inc
INCREASED16,51516,323+192+1%$5.6M$6.6M+$995.1K2026-10-28
Intesa Sanpaolo Wealth Management
INCREASED16,47916,094+385+2%$5.5M$6.5M+$1.1M2026-10-28
Rockland Trust Co
DECREASED16,39616,759-363-2%$5.7M$6.5M+$799.1K2026-10-05
Diversified Trust Co
INCREASED16,36316,247+116+1%$5.5M$6.5M+$960.6K2026-11-06
Tema Etfs LLC
INCREASED16,27713,985+2,292+16%$4.8M$6.5M+$1.7M2026-10-16
Perigon Wealth Management, LLC
DECREASED16,24720,065-3,818-19%$6.8M$6.5M-$387.5K2026-10-22
Highland Capital Management, LLC
NEW16,167—+16,167——$6.4M—2026-10-26
HUB Investment Partners, LLC
DECREASED16,13855,398-39,260-71%$18.9M$6.4M-$12.5M2026-11-03
Masterinvest Kapitalanlage GmbH
DECREASED16,03721,815-5,778-26%$7.4M$6.4M-$1.1M2026-11-03
Jones Kertz & Associates, Inc.
DECREASED15,81716,155-338-2%$5.5M$6.3M+$775.1K2026-10-28
Granite Islands Private Wealth, LLC
DECREASED15,75115,797-460%$5.4M$6.2M+$873.0K2026-10-16
Certified Advisory Corp
DECREASED15,69415,767-730%$5.4M$6.2M+$858.5K2026-10-29
Wilmington Savings Fund Society, FSB
DECREASED15,66216,303-641-4%$5.6M$6.2M+$663.0K2026-10-23
Mccarter Private Wealth Services LLC
DECREASED15,60215,901-299-2%$5.4M$6.2M+$776.3K2026-10-22
Lighthouse Financial Services Inc
DECREASED15,57118,032-2,461-14%$6.3M$6.2M-$161.5K2026-11-02
Nicollet Investment Management, Inc.
DECREASED15,53715,795-258-2%$5.4M$6.2K-$5.4M2026-10-14
Verde Capital Management
DECREASED15,46218,738-3,276-17%$6.4M$6.1M-$246.8K2026-10-28
Zions Bancorporation, National Association
INCREASED15,39912,762+2,637+21%$4.4M$6.1M+$1.8M2026-11-06
City Holding Co
DECREASED15,33815,915-577-4%$5.4M$6.1M+$666.6K2026-10-19
Avidian Wealth Enterprises, LLC
DECREASED15,30015,354-540%$5.2M$6.1M+$842.8K2026-10-08
Caldwell Trust Co
DECREASED15,21215,297-85-1%$5.2M$6.0M+$827.3K2026-10-30
365 WMG Private Fund I: Primus Fund LLC
NEW15,193—+15,193——$6.0M—2026-10-20
Axecap Investments, LLC
DECREASED15,19320,527-5,334-26%$7.0M$6.0M-$963.8K2026-10-20
WIN Advisors, Inc
INCREASED15,1457,927+7,218+91%$2.7M$6.0M+$3.3M2026-11-06
Juno Financial Group LLC
DECREASED15,09516,060-965-6%$5.5M$6.0M+$520.6K2026-10-27
Brick & Kyle, Associates
DECREASED15,08024,963-9,883-40%$4.0M$6.0M+$2.0M2026-11-05
Dilation Capital Management LP
NEW14,990—+14,990——$6.0M—2026-10-13
Oxler Private Wealth LLC
UNCHANGED14,94014,94000%$5.1M$5.9M+$841.0K2026-10-21
Clearstead Trust, LLC
INCREASED14,92214,601+321+2%$5.0M$5.9M+$949.4K2026-11-06
Cornerstone Wealth Group, LLC
INCREASED14,89314,577+316+2%$5.0M$5.9M+$945.9K2026-11-02
Arthur M. Cohen & Associates, LLC
DECREASED14,85015,343-493-3%$5.2M$5.9M+$667.8K2026-10-26
Chicago Capital, LLC
INCREASED14,82812,787+2,041+16%$4.4M$5.9M+$1.5M2026-10-13
Trust Investment Advisors
INCREASED14,81914,414+405+3%$4.9M$5.9M+$972.3K2026-10-20
VMS Asset Management Limited
DECREASED14,63024,050-9,420-39%$8.2M$5.8M-$2.4M2026-10-15
LEE Danner & Bass Inc
DECREASED14,52715,308-781-5%$5.2M$5.8M+$551.4K2026-10-27
Grange Capital, LLC
DECREASED14,49916,619-2,120-13%$5.7M$5.8M+$93.2K2026-10-20
Krilogy Financial LLC
DECREASED14,36816,471-2,103-13%$5.6M$5.8M+$185.3K2026-10-13
Sowell Financial Services LLC
DECREASED14,35816,080-1,722-11%$5.5M$5.7M+$221.0K2026-10-23
Western Financial Corp
INCREASED14,349648+13,701+2114%$221.0K$5.7M+$5.5M2026-10-14
Central Trust Co
INCREASED14,33014,264+66+0%$4.9M$5.7M+$829.1K2026-11-05
Kornitzer Capital Management Inc
DECREASED14,13315,212-1,079-7%$5.2M$5.6M+$427.6K2026-11-03
True Freedom Investing, LLC
DECREASED14,13121,607-7,476-35%$3.5M$5.6M+$2.2M2026-10-29
Hartline Investment Corp/
DECREASED14,07414,126-520%$4.8M$5.6M+$774.5K2026-10-29
Financiere des Professionnels - Fonds d'investissement inc.
NEW14,019—+14,019——$5.6M—2026-11-03
Petredis Investment Advisors LLC
INCREASED13,99913,923+76+1%$4.7M$5.6M+$813.9K2026-10-20
PFC Capital Group, Inc.
INCREASED13,78013,725+55+0%$4.7M$5.5M+$794.9K2026-11-06
Newman Dignan & Sheerar, Inc.
DECREASED13,74113,826-85-1%$4.7M$5.5M+$744.5K2026-10-21
Donoghue Forlines LLC
DECREASED13,61914,317-698-5%$4.9M$5.4M+$528.6K2026-11-02
Institute for Wealth Management, Llc.
UNCHANGED13,57713,57700%$4.6M$5.4M+$764.4K2026-11-06
Arrow Financial Corp
DECREASED13,46416,042-2,578-16%$5.5M$5.3M-$121.3K2026-10-26
Natural Investments, LLC
DECREASED13,40715,212-1,805-12%$5.2M$5.3M+$139.7K2026-11-06
KMG Fiduciary Partners, LLC
DECREASED13,34817,687-4,339-25%$6.0M$5.3M-$728.5K2026-10-14
Pinkerton Wealth, LLC
DECREASED13,33421,633-8,299-38%$3.5M$5.3M+$1.8M2026-10-29
Gryphon Financial Partners LLC
INCREASED13,33313,143+190+1%$4.5M$5.3M+$815.3K2026-11-04
Trek Financial, LLC
INCREASED13,238659+12,579+1909%$224.7K$5.3M+$5.0M2026-10-29
Fairfield Financial Advisors, LTD
DECREASED13,22814,951-1,723-12%$5.1M$5.3M+$157.0K2026-10-14
Viking Fund Management LLC
UNCHANGED13,20313,20300%$4.5M$5.2M+$743.2K2026-10-14
Pacific Sage Partners, LLC
DECREASED13,19713,199-20%$4.5M$5.2M+$742.2K2026-10-21
Money Concepts Capital Corp
DECREASED13,13114,830-1,699-11%$5.1M$5.2M+$159.8K2026-11-06
Eagle Rock Investment Company, LLC
INCREASED13,09112,091+1,000+8%$4.1M$5.2M+$1.1M2026-10-21
Steinberganna Wealth Management
INCREASED13,03712,906+131+1%$4.4M$5.2M+$778.5K2026-10-23
Azzad Asset Management Inc
DECREASED13,00617,056-4,050-24%$5.8M$5.2M-$649.1K2026-11-04
Marathon Wealth Advisors LLC
DECREASED12,92813,115-187-1%$4.5M$5.1M+$663.9K2026-11-04
True Private Wealth Advisors
INCREASED12,9156,586+6,329+96%$2.2M$5.1M+$2.9M2026-10-19
Integral Investment Advisors, Inc.
DECREASED12,82214,759-1,937-13%$5.0M$5.1M+$61.2K2026-11-03
Ashton Thomas Securities, LLC
INCREASED12,78911,442+1,347+12%$3.9M$5.1M+$1.2M2026-10-26
Kenora Financial, LLC
INCREASED12,76212,048+714+6%$4.1M$5.1M+$961.9K2026-10-20
Analyst IMS Investment Management Services Ltd.
DECREASED12,67015,460-2,790-18%$5.3M$5.0K-$5.3M2026-11-05
Fulcrum Asset Management LLP
INCREASED12,6526,133+6,519+106%$2.0M$4.9M+$2.9M2026-11-04
Ibex Wealth Advisors
INCREASED12,5691,152+11,417+991%$392.9K$5.0M+$4.6M2026-11-06
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED12,56414,167-1,603-11%$4.8M$5.0M+$160.6K2026-10-27
Sky Investment Group LLC
DECREASED12,52612,646-120-1%$4.3M$5.0M+$664.2K2026-10-30
Brown, Lisle Ings, Inc.
DECREASED12,39712,507-110-1%$4.3M$4.9M+$660.3K2026-10-16
Cornell Pochily Investment Advisors, Inc.
DECREASED12,38312,626-243-2%$4.3M$4.9M+$614.2K2026-10-19
SP Asset Management LLC
DECREASED12,32813,031-703-5%$4.4M$4.9M+$454.4K2026-11-05
Turn8 Private Wealth Inc.
DECREASED12,24114,608-2,367-16%$4.9M$4.9M-$52.9K2026-11-05
Herbst Group, LLC
DECREASED12,23914,614-2,375-16%$5.0M$4.9M-$121.0K2026-10-20
Westwood Wealth Management
DECREASED12,20014,000-1,800-13%$4.8M$4.8M+$72.9K2026-10-29
Columbia Bank
DECREASED12,17912,429-250-2%$4.2M$4.8M+$600.3K2026-10-29
Quantum Private Wealth, LLC
INCREASED12,17112,103+68+1%$4.1M$4.8M+$708.3K2026-10-20
Alps Advisors Inc
DECREASED12,16712,963-796-6%$4.4M$4.8M+$413.4K2026-11-03
United Bank
DECREASED12,16512,396-231-2%$4.2M$4.8M+$606.0K2026-11-06
Donor Advised Charitable Giving, Inc.
DECREASED12,15415,232-3,078-20%$5.2M$4.8M-$365.5K2026-10-28
Paragon Advisors, LLC
INCREASED12,13510,762+1,373+13%$3.7M$4.8M+$1.2M2026-11-03
Portfolio Design Labs, LLC
DECREASED12,05712,693-636-5%$4.3M$4.8M+$461.8K2026-11-04
Jeppson Wealth Management, LLC
DECREASED12,05112,148-97-1%$4.1M$4.8M+$645.3K2026-10-20
Robocap Asset Management Ltd
DECREASED11,96615,434-3,468-22%$5.3M$4.8M-$508.9K2026-11-02
Investment Research & Advisory Group, Inc.
DECREASED11,96112,081-120-1%$4.1M$4.8M+$633.1K2026-10-19
Nemes Rush Group LLC
DECREASED11,91211,937-250%$4.1M$4.7M+$662.0K2026-11-04
Laurion Capital Management LP
INCREASED11,8677,132+4,735+66%$2.4M$4.7M+$2.3M2026-10-30
PW Nova Financial Services LLC
DECREASED11,83412,258-424-3%$4.2M$4.7M+$521.5K2026-10-15
David J Yvars Group
DECREASED11,77512,100-325-3%$4.1M$4.7M+$552.0K2026-10-09
Focus Financial Network, Inc.
INCREASED11,7248,266+3,458+42%$2.8M$4.7M+$1.8M2026-10-14
Generali Investments Towarzystwo Funduszy Inwestycyjnych
DECREASED11,60015,500-3,900-25%$5.3M$4.6M-$677.0K2026-11-06
Whitener Capital Management, Inc.
DECREASED11,55712,312-755-6%$4.2M$4.6M+$393.1K2026-10-15
Private Wealth Partners, LLC
INCREASED11,54711,502+45+0%$3.9M$4.6M+$665.3K2026-10-22
Lake Street Private Wealth, LLC
DECREASED11,48911,790-301-3%$4.0M$4.6M+$544.1K2026-10-22
RHL Group, LLC
DECREASED11,39213,080-1,688-13%$4.5M$4.5M+$65.8K2026-11-04
Globalt Investments LLC / GA
DECREASED11,22711,433-206-2%$3.9M$4.5M+$561.7K2026-10-27
GSG Advisors LLC
INCREASED11,18611,133+53+0%$3.8M$4.4M+$647.7K2026-11-03
Leelyn Smith, LLC
DECREASED11,18311,419-236-2%$3.9M$4.4M+$549.0K2026-11-03
Frank, Rimerman Advisors LLC
INCREASED11,16311,124+39+0%$3.8M$4.4M+$641.3K2026-10-16
Wedmont Private Capital
INCREASED11,1309,833+1,297+13%$3.2M$4.4M+$1.2M2026-10-09
Wolverine Asset Management LLC
INCREASED11,12910,029+1,100+11%$3.4M$4.4M+$1.0M2026-11-02
Tred Avon Family Wealth, LLC
DECREASED11,05012,518-1,468-12%$4.3M$4.4M+$121.4K2026-10-20
Jefferson Bridge Capital, LLC
UNCHANGED10,96510,96500%$3.7M$4.4M+$617.2K2026-11-06
Capital Investment Advisors, LLC
INCREASED10,92810,885+43+0%$3.7M$4.3M+$629.6K2026-10-22
S.A. Mason LLC
DECREASED10,89011,164-274-2%$3.8M$4.3M+$519.6K2026-10-13
Sun Group Wealth Partners
INCREASED10,76810,482+286+3%$3.6M$4.3M+$703.7K2026-10-26
Ascentis Independent Advisors
NEW10,746—+10,746——$4.3M—2026-11-03
Lebenthal Global Advisors, LLC
INCREASED10,66710,392+275+3%$3.5M$4.2M+$694.2K2026-10-28
Anchyra Partners LLC
INCREASED10,65910,626+33+0%$3.6M$4.2M+$611.2K2026-10-13
Hardy Reed LLC
INCREASED10,59110,539+52+0%$3.6M$4.2M+$613.9K2026-11-06
Legacy Wealth Asset Management, LLC
DECREASED10,51311,312-799-7%$3.9M$4.2M+$319.3K2026-10-09
Gateway Investment Advisers LLC
INCREASED10,4777,090+3,387+48%$2.4M$4.2M+$1.7M2026-10-13
CWA Asset Management Group, LLC
INCREASED10,3259,445+880+9%$3.2M$4.1M+$881.4K2026-10-19
Patton Fund Management, Inc.
DECREASED10,27716,697-6,420-38%$5.7M$4.1M-$1.6M2026-10-13
Mirabaud & Cie SA
DECREASED10,24310,443-200-2%$3.6M$4.1M+$508.4K2026-10-27
BIP Wealth, LLC
DECREASED10,22910,240-110%$3.5M$4.1M+$572.0K2026-10-22
SAX Wealth Advisors, LLC
INCREASED10,2048,543+1,661+19%$1.4M$4.1M+$2.7M2026-10-13
Wealth Management Partners, LLC
INCREASED10,19310,061+132+1%$3.4M$4.0M+$618.8K2026-10-21
Boomfish Wealth Group, LLC
DECREASED10,18110,384-203-2%$3.5M$4.0M+$503.9K2026-10-22
Koshinski Asset Management, Inc.
DECREASED10,14210,331-189-2%$3.5M$4.0M+$506.6K2026-10-29
Compass Financial Management LLC
INCREASED10,0938,995+1,098+12%$3.3M$4.0M+$745.0K2026-10-30
Kingswood Wealth Advisors, LLC
INCREASED10,0869,224+862+9%$3.1M$4.0M+$861.7K2026-10-23
Mandatum Life Insurance Co Ltd
UNCHANGED10,03310,03300%$3.4M$4.0M+$564.8K2026-11-06
Covenant Asset Management, LLC
INCREASED10,0059,987+18+0%$3.4M$4.0M+$569.3K2026-10-14
Wellington Shields Capital Management, LLC
DECREASED10,00047,036-37,036-79%$16.0M$4.0M-$12.1M2026-11-03
Wellington Shields & Co., LLC
DECREASED10,00014,923-4,923-33%$5.1M$4.0M-$1.1M2026-11-03
Capital Management Associates
UNCHANGED10,00010,00000%$3.4M$4.0M+$562.9K2026-11-03
Maxi Investments CY Ltd
UNCHANGED10,00010,00000%$3.4M$4.0K-$3.4M2026-10-26
Sagespring Wealth Partners, LLC
INCREASED9,9318,525+1,406+16%$2.9M$3.9M+$1.0M2026-10-22
Sterling Investment Counsel, LLC
DECREASED9,91413,083-3,169-24%$4.5M$3.9M-$522.6K2026-10-19
GAM Holding AG
DECREASED9,87515,851-5,976-38%$5.4M$3.9M-$1.5M2026-11-03
Aaron Wealth Advisors LLC
INCREASED9,8497,166+2,683+37%$2.4M$3.9M+$1.5M2026-10-13
Provenance Wealth Advisors, LLC
INCREASED9,829729+9,100+1248%$248.6K$3.9M+$3.7M2026-10-30
WealthPlan Investment Management, LLC
INCREASED9,8039,315+488+5%$3.2M$3.9M+$718.2K2026-10-15
Family Legacy Financial Solutions, LLC
DECREASED9,76610,430-664-6%$3.6M$3.9M+$309.3K2026-10-07
KPP Advisory Services LLC
DECREASED9,73910,287-548-5%$3.5M$3.9M+$361.3K2026-10-26
Texas Bank & Trust Co
DECREASED9,7359,763-280%$3.3M$3.9M+$538.4K2026-11-04
GFG Capital, LLC
DECREASED9,71416,434-6,720-41%$5.6M$3.9M-$1.7M2026-10-16
Werlinich Asset Management, LLC
UNCHANGED9,6199,61900%$3.3M$3.8M+$541.5K2026-10-09
Roman Butler Fullerton & Co
INCREASED9,5698,227+1,342+16%$2.7M$3.3M+$602.6K2026-10-27
Norden Group LLC
INCREASED9,5299,242+287+3%$3.2M$3.8M+$634.3K2026-10-20
Bison Wealth, LLC
INCREASED9,5269,295+231+2%$3.3M$3.8M+$523.8K2026-10-13
Traynor Capital Management, Inc.
DECREASED9,3899,439-50-1%$3.2M$3.7M+$511.6K2026-10-29
Legacy Bridge, LLC
DECREASED9,38611,236-1,850-16%$3.8M$3.7M-$102.5K2026-10-28
Garner Asset Management Corp
DECREASED9,3339,540-207-2%$3.3M$3.6M+$390.8K2026-10-30
Cooper Financial Group
INCREASED9,3307,035+2,295+33%$2.4M$3.7M+$1.3M2026-10-07
Insight Advisors, LLC/ PA
DECREASED9,3129,440-128-1%$3.2M$3.7M+$480.5K2026-10-22
Quadcap Wealth Management, LLC
DECREASED9,3059,839-534-5%$3.4M$3.7M+$341.7K2026-11-02
Independence Bank of Kentucky
DECREASED9,24412,275-3,031-25%$4.2M$3.7M-$513.3K2026-10-26
Argentarii, LLC
INCREASED9,2159,170+45+0%$3.5M$3.7M+$141.8K2026-10-28
Claro Advisors Inc.
DECREASED9,1819,413-232-2%$3.2M$3.6M+$437.6K2026-11-02
Sugar Maple Asset Management, LLC
INCREASED9,1108,558+552+6%$2.9M$3.6M+$701.0K2026-10-13
Moneco Advisors, LLC
DECREASED9,0949,407-313-3%$3.2M$3.6M+$405.3K2026-11-05
Capital Advisors Wealth Management, LLC
DECREASED9,0759,108-330%$3.1M$3.6M+$499.6K2026-10-09
Mesirow Financial Investment Management, Inc.
INCREASED9,0638,909+154+2%$3.0M$3.6M+$562.7K2026-11-05
AXS Investments LLC
DECREASED9,06010,979-1,919-17%$3.7M$3.6M-$144.4K2026-11-04
Triglav Investments, D.O.O.
INCREASED9,0129,000+12+0%$3.1M$3.6M+$511.4K2026-11-06
Nfsg Corp
INCREASED8,9998,984+15+0%$3.1M$3.6M+$511.7K2026-10-15
Three Bridge Wealth Advisors, LLC
UNCHANGED8,9428,94200%$3.0M$3.6M+$503.3K2026-11-05
Great Lakes Advisors, LLC
DECREASED8,91116,063-7,152-45%$5.5M$3.5M-$1.9M2026-11-06
First County Bank
DECREASED8,8939,937-1,044-11%$3.4M$3.5M+$144.6K2026-10-13
Bangor Savings Bank
DECREASED8,8538,938-85-1%$3.0M$3.5M+$469.3K2026-10-06
Tritonpoint Wealth, LLC
DECREASED8,7759,388-613-7%$3.2M$3.5M+$284.9K2026-10-19
Golden State Wealth Management, LLC
INCREASED8,7548,663+91+1%$3.0M$3.5M+$523.8K2026-11-02
Everhart Financial Group, Inc.
INCREASED8,7398,553+186+2%$2.9M$3.5M+$555.3K2026-10-08
Private Trust Co NA
INCREASED8,7367,829+907+12%$2.7M$3.5M+$801.1K2026-10-20
Myriad Asset Management Advisors LLC
INCREASED8,6936,222+2,471+40%$2.1M$3.5M+$1.3M2026-11-03
Trust Asset Management LLC
UNCHANGED8,6398,63900%$2.9M$3.4M+$486.3K2026-11-03
DE Burlo Group Inc
DECREASED8,6358,780-145-2%$3.0M$3.4M+$436.6K2026-11-05
Polaris Financial Partners
NEW8,627—+8,627——$3.5K—2026-10-02
Titleist Asset Management, LLC
DECREASED8,6218,828-207-2%$3.0M$3.4M+$414.3K2026-10-08
Kintegral Advisory, LLC
INCREASED8,5618,513+48+1%$2.9M$3.4M+$498.3K2026-10-16
CRA Financial Services, LLC
INCREASED8,5418,491+50+1%$2.9M$3.4M+$497.8K2026-10-16
Essex Bank
DECREASED8,5248,525-10%$2.9M$3.4M+$479.5K2026-10-16
Worth Financial Advisory Group, LLC
DECREASED8,5008,683-183-2%$3.0M$3.4M+$416.1K2026-10-19
Ashurst Perkins Coie Trust Co
DECREASED8,4659,060-595-7%$3.1M$3.4M+$273.6K2026-10-15
Global Financial Private Client, LLC
INCREASED8,4568,341+115+1%$2.8M$3.4M+$515.2K2026-10-15
Chapman Financial Group, LLC
DECREASED8,4469,160-714-8%$3.1M$3.4M+$231.9K2026-10-26
Vann Equity Management LLC
DECREASED8,4328,496-64-1%$2.9M$3.4M+$453.0K2026-10-08
GS Investments, Inc.
DECREASED8,4169,609-1,193-12%$3.3M$3.3M+$66.9K2026-11-05
Baxter Bros Inc
DECREASED8,37010,315-1,945-19%$3.5M$3.3M-$192.1K2026-11-04
Sawyer & Company, Inc
INCREASED8,3213,536+4,785+135%$1.2M$3.3M+$2.1M2026-10-21
Inscription Capital, LLC
DECREASED8,29012,536-4,246-34%$4.3M$3.3M-$981.3K2026-11-02
Juncture Wealth Strategies, LLC
DECREASED8,2598,455-196-2%$2.9M$3.3M+$398.1K2026-10-06
Cornerstone Planning, LLC
DECREASED8,2408,242-20%$2.8M$3.0M+$141.1K2026-10-27
Arvest Investments, Inc.
DECREASED8,20811,206-2,998-27%$3.8M$3.3M-$560.4K2026-10-21
Argonautica Private Wealth Management, Inc
INCREASED8,1977,925+272+3%$2.7M$3.3M+$554.2K2026-11-02
Stanley-Laman Group, Ltd.
DECREASED8,1848,405-221-3%$2.9M$3.3M+$385.3K2026-10-20
Symphony Financial, Ltd. Co.
DECREASED8,1309,084-954-10%$3.0M$3.2M+$201.9K2026-10-22
Larson Financial Group LLC
INCREASED8,1127,266+846+12%$2.5M$3.2M+$745.1K2026-11-05
TBH Global Asset Management, LLC
INCREASED8,0827,613+469+6%$2.6M$3.2M+$614.9K2026-11-03
Parr Mcknight Wealth Management Group, LLC
DECREASED8,06310,585-2,522-24%$3.6M$3.2M-$406.2K2026-10-30
Arjuna Capital
INCREASED8,0287,961+67+1%$2.7M$3.2M+$474.7K2026-11-03
Mechanics Bank Trust Department
DECREASED8,0198,733-714-8%$3.0M$3.2M+$207.9K2026-10-13
Regatta Capital Group, LLC
DECREASED7,9818,024-43-1%$2.7M$3.2M+$434.4K2026-10-23
Wright Investors Service Inc
DECREASED7,9707,973-30%$2.7M$3.2M+$447.6K2026-11-02
Bluesphere Advisors LLC
DECREASED7,9568,156-200-2%$2.8M$3.2M+$379.6K2026-10-19
Mather Group, Llc.
INCREASED7,9317,541+390+5%$2.6M$3.2M+$579.7K2026-10-14
Parrish Capital LLC
DECREASED7,9038,619-716-8%$2.9M$3.1M+$200.7K2026-10-01
Burr Financial Services, LLC
INCREASED7,8547,754+100+1%$2.6M$3.1M+$476.2K2026-10-08
Turtle Creek Wealth Advisors, LLC
INCREASED7,8517,221+630+9%$2.5M$3.1M+$658.3K2026-10-15
NTV Asset Management LLC
DECREASED7,8419,829-1,988-20%$3.4M$3.1M-$236.6K2026-10-23
Axxion S.A.
DECREASED7,83912,245-4,406-36%$4.2M$3.1M-$1.1M2026-10-22
Tower Trust & Investment Co
DECREASED7,8227,894-72-1%$2.7M$3.1M+$415.7K2026-10-28
Richards, Merrill & Peterson, Inc.
INCREASED7,8067,626+180+2%$2.6M$3.1M+$500.8K2026-10-19
Fulton Bank, N.A.
DECREASED7,7259,847-2,122-22%$3.4M$3.1M-$288.8K2026-10-14
Brighton Jones LLC
DECREASED7,7008,112-412-5%$2.8M$3.1M+$292.9K2026-11-03
180 Wealth Advisors, LLC
DECREASED7,6898,365-676-8%$2.9M$3.1M+$202.3K2026-11-03
Taylor Frigon Capital Management LLC
DECREASED7,64612,837-5,191-40%$4.4M$3.0M-$1.3M2026-10-23
Greater Midwest Financial Group, LLC
DECREASED7,63611,395-3,759-33%$3.9M$3.0M-$852.1K2026-10-13
Park Capital Management, LLC / WI
INCREASED7,5996,924+675+10%$2.4M$3.0M+$657.7K2026-10-13
Mainstream Capital Management LLC
DECREASED7,5707,713-143-2%$2.6M$3.0M+$377.4K2026-10-23
Cigna Investments Inc
DECREASED7,5477,634-87-1%$2.6M$3.0K-$2.6M2026-10-19
Formidable Asset Management, LLC
INCREASED7,5426,372+1,170+18%$1.0M$2.6M+$1.6M2026-11-03
HBK Sorce Advisory LLC
DECREASED7,5157,648-133-2%$2.8M$2.4M-$408.9K2026-11-06
SVB Wealth LLC
DECREASED7,49810,020-2,522-25%$3.4M$3.0M-$438.0K2026-11-06
Alamar Capital Management, LLC
DECREASED7,4787,543-65-1%$2.6M$3.0M+$398.8K2026-11-02
Bayshore Asset Management, LLC
INCREASED7,4497,434+15+0%$2.5M$3.0M+$473.0K2026-11-03
Montecito Bank & Trust
DECREASED7,4467,628-182-2%$2.6M$3.0M+$357.1K2026-10-01
Aprio Wealth Management, LLC
INCREASED7,4356,728+707+11%$2.3M$3.0M+$659.6K2026-10-28
Moody National Bank Trust Division
DECREASED7,4199,702-2,283-24%$3.3M$2.9M-$360.9K2026-10-06
Secure Asset Management, LLC
DECREASED7,4087,966-558-7%$2.7M$2.9M+$226.8K2026-10-19
Chicago Partners Investment Group LLC
INCREASED7,3216,308+1,013+16%$2.1M$2.8M+$731.9K2026-10-27
Strategy Asset Managers LLC
INCREASED7,3027,245+57+1%$2.5M$2.9M+$430.3K2026-10-14
Paragon Private Wealth Management, LLC
DECREASED7,2227,730-508-7%$2.6M$2.9M+$233.3K2026-10-20
Portus Wealth Advisors, LLC
DECREASED7,1987,392-194-3%$2.5M$2.9M+$338.9K2026-10-13
Central Bank & Trust Co
DECREASED7,1887,392-204-3%$2.5M$2.9M+$335.0K2026-10-09
GFS Advisors, LLC
DECREASED7,12964,852-57,723-89%$2.4M$2.8M+$471.8K2026-11-03
Wealth Enhancement Trust Services, Inc.
DECREASED7,09515,868-8,773-55%$5.4M$2.8M-$2.6M2026-10-07
RFG Advisory, LLC
DECREASED7,0907,119-290%$2.4M$2.8M+$389.5K2026-11-03
Aviance Capital Partners, LLC
DECREASED7,0587,137-79-1%$2.4M$2.8M+$370.4K2026-10-29
Guidance Capital, Inc
DECREASED7,0477,390-343-5%$2.6M$2.5M-$137.4K2026-11-03
Cornerstone Advisory, LLC
DECREASED7,00310,137-3,134-31%$3.5M$2.8M-$674.6K2026-11-06
Capital Investment Advisory Services, LLC
INCREASED6,9966,973+23+0%$2.4M$2.8M+$398.2K2026-10-30
Citizens & Northern Corp
DECREASED6,9847,266-282-4%$2.5M$2.8M+$297.0K2026-11-06
Schmidt P J Investment Management Inc
DECREASED6,9677,273-306-4%$2.5M$2.8M+$287.8K2026-11-02
Oak Grove Capital LLC
NEW6,950—+6,950——$2.8M—2026-10-09
Ignite Planners, LLC
DECREASED6,9037,482-579-8%$2.6M$2.8M+$208.1K2026-10-14
Patten Group, Inc.
DECREASED6,8797,290-411-6%$2.5M$2.7M+$247.0K2026-10-26
Shum Financial Group, Inc.
INCREASED6,8756,691+184+3%$2.3M$2.7M+$449.7K2026-10-13
O'Domhnaill Enterprises, Inc.
INCREASED6,8464,406+2,440+55%$1.5M$2.7M+$1.2M2026-10-29
Dana Investment Advisors, Inc.
DECREASED6,8337,744-911-12%$2.6M$2.7M+$74.0K2026-11-06
Simplicity Wealth,LLC
INCREASED6,8075,897+910+15%$2.0M$2.7M+$693.3K2026-10-23
Stablepoint Partners, LLC
DECREASED6,7479,082-2,335-26%$3.1M$2.7M-$416.5K2026-11-03
Lawood & Co
DECREASED6,7096,714-50%$2.3M$2.7M+$375.9K2026-10-09
Jacobi Capital Management LLC
DECREASED6,6956,780-85-1%$2.3M$2.7M+$347.9K2026-11-05
Premier Path Wealth Partners, LLC
INCREASED6,6876,411+276+4%$2.2M$2.7M+$470.6K2026-10-16
Generali Investments, Management Co LLC
DECREASED6,6668,689-2,023-23%$3.0M$2.6M-$314.7K2026-10-19
Parcion Private Wealth LLC
DECREASED6,6526,866-214-3%$2.3M$2.6M+$301.5K2026-10-28
SeaCrest Wealth Management, LLC
INCREASED6,6366,519+117+2%$2.2M$2.6M+$413.4K2026-10-21
Virtue Asset Management LLC
INCREASED6,6136,543+70+1%$2.2M$2.6M+$396.1K2026-10-21
Cassaday & Co Wealth Management LLC
INCREASED6,6096,532+77+1%$2.2M$2.6M+$398.3K2026-10-27
Fragasso Financial Advisors Inc
DECREASED6,60310,269-3,666-36%$3.5M$2.8M-$736.7K2026-10-13
Spirit of America Management Corp
INCREASED6,6005,900+700+12%$2.0M$2.6M+$610.2K2026-10-14
Bradyco, Inc.
DECREASED6,5866,874-288-4%$2.3M$2.6M+$272.5K2026-11-03
Balboa Wealth Partners
INCREASED6,5796,078+501+8%$2.1M$2.6M+$541.2K2026-10-20
Catalyst Financial Partners LLC
INCREASED6,5716,459+112+2%$2.2M$2.6M+$408.1K2026-11-06
Mindset Wealth Management, LLC
INCREASED6,5406,530+10+0%$2.2M$2.6M+$371.5K2026-10-19
Triangle Securities Wealth Management
DECREASED6,5146,539-250%$2.2M$2.6M+$358.1K2026-10-14
BankPlus Trust Department
DECREASED6,5128,306-1,794-22%$2.8M$2.6M-$245.2K2026-11-06
Founders Financial Securities LLC
INCREASED6,5096,394+115+2%$2.2M$2.6M+$405.5K2026-10-28
StoneX Group Inc.
INCREASED6,5063,614+2,892+80%$1.2M$2.6M+$1.3M2026-11-03
Angeles Wealth Management, LLC
DECREASED6,5036,714-211-3%$2.3M$2.6M+$294.1K2026-10-26
IFG Advisors, LLC
INCREASED6,4936,471+22+0%$2.2M$2.6M+$372.9K2026-10-15
Waycross Partners, LLC
NEW6,485—+6,485——$2.6M—2026-11-03
Retireful, LLC
INCREASED6,4101,349+5,061+375%$460.0K$2.5M+$2.1M2026-10-09
Chicago Trust Co NA
INCREASED6,4035,793+610+11%$2.0M$2.5M+$568.4K2026-10-28
Nicholas Hoffman & Company, Llc.
INCREASED6,3766,359+17+0%$2.2M$2.5M+$364.7K2026-10-30
Robbins Farley
DECREASED6,3267,154-828-12%$2.4M$2.5M+$73.7K2026-10-21
AK Global Asset Management, LLC
NEW6,320—+6,320——$2.5M—2026-10-27
Little House Capital LLC
DECREASED6,3006,598-298-5%$2.3M$2.5M+$253.0K2026-11-06
TritonPoint Partners, LLC
DECREASED6,27310,970-4,697-43%$3.7M$2.5M-$1.2M2026-11-05
Stone Wealth Partners
NEW6,258—+6,258——$2.5M—2026-11-05
Romano Brothers and Company
DECREASED6,2566,266-100%$2.1M$2.5M+$348.7K2026-10-22
Tandem Capital Management Corp
DECREASED6,2396,439-200-3%$2.2M$2.5M+$283.0K2026-10-22
Soltis Investment Advisors LLC
INCREASED6,1964,071+2,125+52%$1.4M$2.5M+$1.1M2026-10-28
Rydar Equities, Inc.
INCREASED6,1756,100+75+1%$2.2M$2.5M+$277.8K2026-10-13
Argus Investors' Counsel, Inc.
DECREASED6,1626,185-230%$2.1M$2.4M+$339.0K2026-10-09
111 Capital
INCREASED6,1452,302+3,843+167%$785.0K$2.4M+$1.7M2026-11-03
Darden Wealth Group Inc
INCREASED6,1415,691+450+8%$1.9M$2.4M+$499.1K2026-11-06
TD Private Client Wealth LLC
DECREASED6,1366,860-724-11%$2.3M$2.4M+$98.5K2026-10-28
Tealwood Asset Management Inc
DECREASED6,0599,716-3,657-38%$3.3K$2.4K-$9062026-10-13
Beese Fulmer Investment Management, Inc.
DECREASED6,0516,417-366-6%$2.2M$2.4M+$215.8K2026-10-23
Heartwood Wealth Advisors LLC
INCREASED6,0395,944+95+2%$2.0M$2.4M+$372.3K2026-10-05
Cornerstone Wealth Management, LLC
DECREASED5,9977,059-1,062-15%$2.4M$2.4M-$24.6K2026-11-04
Eagle Strategies LLC
DECREASED5,9816,051-70-1%$2.1M$2.4M+$312.8K2026-10-16
Miramontes Capital, LLC
DECREASED5,9485,963-150%$2.0M$2.4M+$329.8K2026-10-19
Robertson Stephens Wealth Management, LLC
DECREASED5,9195,921-20%$2.0M$2.4M+$332.6K2026-10-16
Global Assets Advisory, LLC
DECREASED5,8796,352-473-7%$2.3M$2.4M+$136.9K2026-10-28
Alta Advisers Ltd
INCREASED5,8192,863+2,956+103%$976.3K$2.3M+$1.3M2026-11-02
Odyssey Capital Advisors, Inc.
DECREASED5,8105,985-175-3%$2.0M$2.3M+$267.4K2026-10-26
Westside Investment Management, Inc.
DECREASED5,8045,824-200%$2.0M$2.3M+$329.5K2026-11-02
Hudson Canyon Capital Management
NEW5,800—+5,800——$2.3M—2026-11-04
Blodgett Wealth Advisors, LLC
UNCHANGED5,8005,80000%$2.0M$2.3M+$326.5K2026-10-23
LeConte Wealth Management, LLC
INCREASED5,7774,928+849+17%$1.7M$2.3M+$614.7K2026-10-20
Blue Trust, Inc.
DECREASED5,7676,582-815-12%$2.2M$2.3M+$46.7K2026-10-15
Avantax Planning Partners, Inc.
DECREASED5,7666,256-490-8%$2.1M$2.3M+$157.5K2026-11-03
Hilltop National Bank
DECREASED5,7405,749-90%$2.0M$2.3M+$320.0K2026-10-14
Investment Partners Asset Management, Inc.
DECREASED5,7257,093-1,368-19%$2.4M$2.3M-$144.3K2026-10-09
Advisory Resource Group
DECREASED5,7227,369-1,647-22%$2.5M$2.3M-$239.7K2026-10-26
Strategic Advisors LLC
DECREASED5,6976,247-550-9%$2.1M$2.3M+$133.1K2026-10-13
Gilliland Jeter Wealth Management LLC
UNCHANGED5,6715,67100%$1.9M$2.3M+$319.2K2026-10-28
Financial Management Network Inc
UNCHANGED5,6215,62100%$2.0M$2.3M+$250.5K2026-10-09
North Star Investment Management Corp.
DECREASED5,6195,633-140%$1.9M$2.2M+$311.5K2026-10-27
Mechanics Financial Corp
INCREASED5,5965,592+4+0%$1.9M$2.2M+$316.4K2026-11-05
Verus Capital Partners, LLC
DECREASED5,5666,336-770-12%$2.2M$2.2M+$50.7K2026-11-03
Wolff Wiese Magana LLC
DECREASED5,5105,524-140%$1.9M$2.2M+$305.4K2026-10-15
Alpha Family Trust
UNCHANGED5,5105,51000%$1.9M$1.9M$02026-11-04
Indivisible Partners
INCREASED5,4875,084+403+8%$1.7M$2.2M+$446.3K2026-10-26
MAD River Investors
UNCHANGED5,4845,48400%$1.9M$2.2M+$308.7K2026-10-27
Creative Financial Designs Inc
DECREASED5,4785,805-327-6%$2.0M$2.2M+$196.8K2026-11-04
TrueMark Investments, LLC
DECREASED5,4325,797-365-6%$2.0M$2.2M+$181.3K2026-11-05
MFG Wealth Management, Inc.
DECREASED5,4235,671-248-4%$1.9M$2.2M+$220.5K2026-10-09
Fiduciary Alliance LLC
DECREASED5,4185,697-279-5%$1.9M$2.2M+$209.9K2026-10-13
Private Advisory Group LLC
INCREASED5,4012,141+3,260+152%$730.1K$2.1M+$1.4M2026-11-06
Opinicus Capital, Inc.
DECREASED5,3836,132-749-12%$2.1M$2.1M+$47.6K2026-10-28
Interchange Capital Partners, LLC
INCREASED5,3385,317+21+0%$1.8M$2.1M+$309.6K2026-10-28
Cullinan Associates Inc
INCREASED5,3205,300+20+0%$1.8M$2.1M+$306.3K2026-11-03
Victory Financial Group, LLC
DECREASED5,3175,408-91-2%$1.8M$2.1M+$268.3K2026-10-27
United Advisor Group, LLC
INCREASED5,3144,083+1,231+30%$1.4M$2.1M+$718.9K2026-11-03
Global Trust Asset Management, LLC
DECREASED5,3146,207-893-14%$2.1M$2.1M-$5.4K2026-10-19
LifePlan Financial, LLC
DECREASED5,3136,658-1,345-20%$2.3M$2.1M-$153.3K2026-10-13
Redmond Asset Management, LLC
INCREASED5,3005,284+16+0%$1.8M$2.1M+$303.8K2026-10-27
Unified Investment Management
DECREASED5,2875,665-378-7%$1.9M$2.1M+$168.7K2026-10-14
Accurate Wealth Management, LLC
INCREASED5,2754,827+448+9%$1.6M$2.1M+$520.0K2026-10-20
XXI Wealth, LLC
INCREASED5,2743,062+2,212+72%$1.0M$2.1M+$1.1M2026-10-22
Washburn Capital Management, Inc.
INCREASED5,2675,137+130+3%$1.8M$2.1M+$340.8K2026-10-19
Elmwood Wealth Management, Inc.
DECREASED5,2495,917-668-11%$2.0M$2.1M+$67.7K2026-10-14
Facet Wealth, Inc.
INCREASED5,2453,114+2,131+68%$1.1M$2.1M+$1.0M2026-11-04
Montag A & Associates Inc
DECREASED5,2435,605-362-6%$1.9M$2.1M+$171.7K2026-10-29
Wincap Financial LLC
DECREASED5,2385,442-204-4%$1.9M$2.1M+$225.3K2026-10-20
Fort Washington Investment Advisors Inc
DECREASED5,2225,574-352-6%$1.9M$2.1M+$173.9K2026-10-15
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED5,2015,20100%$1.8M$1.8M$02026-10-15
Sara-Bay Financial
UNCHANGED5,1975,19700%$1.8M$2.1M+$292.5K2026-10-21
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
DECREASED5,1905,192-20%$1.8M$2.1M+$291.5K2026-10-21
Obsidian CIO, LLC
INCREASED5,1864,952+234+5%$1.7M$2.1M+$371.7K2026-11-05
Clear Wave Wealth Management LLC
INCREASED5,1865,179+7+0%$1.8M$2.1M+$294.3K2026-11-04
PDS Planning, Inc
INCREASED5,1775,065+112+2%$1.7M$2.1M+$329.6K2026-11-03
Supplemental Annuity Collective Trust of NJ
DECREASED5,1575,202-45-1%$1.8M$2.0M+$274.9K2026-11-02
Vanguard Capital Wealth Advisors
DECREASED5,1326,151-1,019-17%$2.1M$2.0M-$58.6K2026-10-16
Advisor OS, LLC
INCREASED5,1075,098+9+0%$1.7M$2.0M+$290.5K2026-11-03
Great Diamond Partners, LLC
DECREASED5,0745,436-362-7%$1.9M$2.0M+$162.2K2026-10-13
First Affirmative Financial Network
NEW5,044—+5,044——$2.0M—2026-10-21
Pinnacle Wealth Planning Services, Inc.
DECREASED5,0325,286-254-5%$1.8M$2.0M+$196.6K2026-10-27
Markowski Investments
DECREASED5,0136,732-1,719-26%$2.3M$2.0M-$304.0K2026-10-30
Valley Brook Capital Group, Inc.
INCREASED5,0074,907+100+2%$1.7M$2.0M+$315.9K2026-10-26
Coquina Private Wealth LLC
UNCHANGED5,0005,00000%$1.7M$2.0M+$281.5K2026-10-27
Marin Bay Wealth Advisors, LLC
INCREASED4,9464,628+318+7%$1.6M$2.0M+$386.9K2026-10-28
Parkside Financial Bank & Trust
INCREASED4,9464,750+196+4%$1.6M$2.0M+$345.3K2026-10-27
Aire Advisors, LLC
DECREASED4,9164,935-190%$1.7M$2.0M+$270.2K2026-10-22
Acorn Financial Advisory Services Inc
DECREASED4,9025,046-144-3%$1.7M$1.9M+$226.8K2026-11-02
NBH Bank
DECREASED4,8815,139-258-5%$1.8M$1.9M+$186.8K2026-11-05
Farmers & Merchants Trust Co of Long Beach
DECREASED4,8754,880-50%$1.7M$1.9M+$272.7K2026-10-22
Clear Harbor Asset Management, LLC
DECREASED4,8595,021-162-3%$1.7M$1.9M+$218.3K2026-11-05
Marino, Stram & Associates LLC
UNCHANGED4,8544,85400%$1.7M$1.9M+$273.2K2026-10-22
TSG Advice Partners, LLC
NEW4,845—+4,845——$1.7M—2026-10-29
St. Johns Investment Management Company, LLC
INCREASED4,8334,629+204+4%$1.6M$1.9M+$341.6K2026-10-30
Smart Wealth LLC
NEW4,815—+4,815——$1.9M—2026-11-04
One Way Holdings LLC
DECREASED4,8075,403-596-11%$1.8M$1.9M+$67.3K2026-10-29
Third View Private Wealth, LLC
INCREASED4,7874,621+166+4%$1.6M$1.9M+$326.1K2026-10-30
Simon Quick Advisors, LLC
DECREASED4,7785,321-543-10%$1.8M$1.9M+$83.8K2026-10-26
Barden Capital Management, Inc.
DECREASED4,7755,116-341-7%$1.7M$1.9M+$152.5K2026-10-09
Tranquility Partners, LLC
INCREASED4,7674,731+36+1%$1.6M$1.9M+$280.6K2026-10-20
Perpetual Ltd
INCREASED4,7653,756+1,009+27%$1.3M$1.9M+$612.3K2026-10-13
Diversified Enterprises, LLC
INCREASED4,7444,458+286+6%$1.5M$1.9M+$364.6K2026-10-19
Blue Fin Capital, Inc.
INCREASED4,7403,074+1,666+54%$1.0M$1.9M+$835.0K2026-10-28
Grant Private Wealth Management Inc
INCREASED4,7393,996+743+19%$1.4M$1.9M+$520.1K2026-10-19
Flagship Harbor Advisors, LLC
DECREASED4,7354,742-70%$1.6M$1.9M+$264.1K2026-10-26
Worth Asset Management, LLC
DECREASED4,7296,759-2,030-30%$2.3M$1.9M-$426.1K2026-10-07
Nicholas Wealth, Llc.
DECREASED4,6826,579-1,897-29%$2.2M$1.9M-$383.4K2026-10-26
Shepherd Financial Partners LLC
INCREASED4,6524,571+81+2%$1.6M$1.8M+$289.5K2026-11-03
CoreCap Advisors, LLC
INCREASED4,6513,880+771+20%$1.3M$1.8M+$524.7K2026-10-08
Jm2 Capital Inc.
INCREASED4,6324,541+91+2%$1.5M$1.8M+$291.8K2026-10-14
First Financial Corp
DECREASED4,6256,218-1,593-26%$2.1M$1.8M-$282.9K2026-10-13
XML Financial, LLC
DECREASED4,6214,847-226-5%$1.7M$1.8M+$183.0K2026-10-29
United Capital Management of KS, Inc.
DECREASED4,5984,633-35-1%$1.6M$1.8M+$246.9K2026-11-04
Obermeyer Wealth Partners
INCREASED4,5604,277+283+7%$1.5M$1.8M+$353.2K2026-10-21
True North Advisors, LLC
INCREASED4,5583,129+1,429+46%$1.1M$1.8M+$743.6K2026-10-22
Galvin, Gaustad & Stein, LLC
DECREASED4,5474,805-258-5%$1.6M$1.8M+$168.3K2026-10-08
Kathmere Capital Management, LLC
INCREASED4,5404,092+448+11%$1.4M$1.8M+$408.4K2026-10-20
Probity Advisors, Inc.
DECREASED4,5144,643-129-3%$1.6M$1.8M+$210.1K2026-10-23
Lanark Financial, Inc.
INCREASED4,5074,044+463+11%$1.4M$1.8M+$411.6K2026-10-26
Canandaigua National Bank & Trust Co
DECREASED4,4904,514-24-1%$1.5M$1.8M+$244.6K2026-10-07
Parisi Gray Wealth Management
INCREASED4,4824,337+145+3%$1.5M$1.8M+$301.9K2026-10-16
Cahaba Wealth Management, Inc.
INCREASED4,4764,408+68+2%$1.5M$1.8M+$275.1K2026-10-26
Bernicke Wealth Management, Ltd.
DECREASED4,4644,481-170%$1.5M$1.8M+$245.5K2026-11-06
Integrity Alliance, Llc.
DECREASED4,4544,615-161-3%$1.6M$1.8M+$195.8K2026-10-29
Plancorp, LLC
DECREASED4,4064,789-383-8%$1.6M$1.6M+$30.2K2026-11-03
Ameliora Wealth Management Ltd.
DECREASED4,4015,426-1,025-19%$1.9M$1.7M-$101.8K2026-10-23
FSM Wealth Advisors, LLC
INCREASED4,3504,315+35+1%$1.5M$1.7M+$262.0K2026-10-27
Cypress Capital Group
DECREASED4,3264,573-247-5%$1.6M$1.7M+$159.3K2026-11-03
Bahl & Gaynor LLC
INCREASED4,3264,254+72+2%$1.5M$1.7M+$268.1K2026-11-05
Values First Advisors, Inc.
DECREASED4,3224,415-93-2%$1.5M$1.7M+$211.3K2026-10-23
Fire Capital Management LLC
NEW4,320—+4,320——$1.7M—2026-10-27
PFG Advisors
DECREASED4,2994,322-23-1%$1.5M$1.7M+$234.1K2026-10-16
Bullock Wealth Management Group
INCREASED4,2964,239+57+1%$1.5M$1.7M+$210.0K2026-10-09
Whalen Wealth Management Inc.
DECREASED4,2924,717-425-9%$1.6M$1.7M+$96.7K2026-10-08
Fairvoy Private Wealth, LLC
NEW4,264—+4,264——$1.7M—2026-10-19
Three Seasons Wealth, LLC
NEW4,225—+4,225——$1.7M—2026-11-03
Bank of Stockton
DECREASED4,2134,884-671-14%$1.7M$1.7M+$8.3K2026-10-20
Summit Global Investments
NEW4,205—+4,205——$1.7K—2026-10-28
Valley Wealth Managers, Inc.
DECREASED4,1874,788-601-13%$1.6M$1.7M+$30.7K2026-10-09
St. Louis Financial Planners Asset Management, LLC
NEW4,183—+4,183——$1.6M—2026-10-16
Crew Capital Management, Ltd
DECREASED4,1825,775-1,593-28%$2.0M$1.7M-$307.8K2026-10-28
Pines Wealth Management, LLC
DECREASED4,1784,598-420-9%$1.6M$1.7M+$92.0K2026-10-21
Huntleigh Advisors, Inc.
DECREASED4,1614,271-110-3%$1.5M$1.7M+$196.7K2026-11-03
1834 Investment Advisors Co
UNCHANGED4,1504,15000%$1.4M$1.6M+$233.6K2026-10-16
Evermay Wealth Management LLC
DECREASED4,1414,463-322-7%$1.5M$1.6M+$123.3K2026-11-05
Boltwood Capital Management
INCREASED4,1234,003+120+3%$1.4M$1.6M+$273.0K2026-10-02
Vertrix Wealth Management, LLC
DECREASED4,1075,290-1,183-22%$1.8M$1.6M-$172.2K2026-10-13
MBL Wealth, LLC
INCREASED4,0963,846+250+7%$1.3M$1.6M+$315.8K2026-10-22
Accredited Investors Inc.
DECREASED4,0564,102-46-1%$1.4M$1.6M+$212.6K2026-11-03
Bestgate Wealth Advisors, LLC
INCREASED4,0283,501+527+15%$1.2M$1.6M+$406.5K2026-10-13
Trust Point Inc.
INCREASED4,0253,519+506+14%$1.2M$1.6M+$399.1K2026-10-27
Lauterbach Financial Advisors, LLC
UNCHANGED4,0004,00000%$1.4M$1.6M+$225.2K2026-10-21
Signal Advisors Wealth, LLC
INCREASED3,9873,188+799+25%$1.1M$1.6M+$496.9K2026-10-13
Howard Financial Services, Ltd.
INCREASED3,9743,691+283+8%$1.3M$1.6M+$320.2K2026-10-15
Means Investment Co., Inc.
INCREASED3,9563,913+43+1%$1.3M$1.6M+$237.4K2026-11-03
Woodward Diversified Capital, LLC
INCREASED3,9433,919+24+1%$1.3M$1.6M+$230.1K2026-10-21
Bond & Devick Financial Network, Inc.
DECREASED3,9403,988-48-1%$1.4M$1.6M+$205.4K2026-10-23
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED3,9033,931-28-1%$1.3M$1.6M+$210.1K2026-10-23
GraniteShares Advisors LLC
DECREASED3,8674,609-742-16%$1.6M$1.5M-$35.4K2026-10-29
Congress Park Capital LLC
DECREASED3,8044,489-685-15%$1.5M$1.5M-$19.5K2026-10-13
First Horizon Corp
DECREASED3,7973,811-140%$1.3M$1.5M+$209.0K2026-10-26
Csenge Advisory Group
DECREASED3,7593,954-195-5%$1.3M$1.5M+$144.9K2026-11-04
Focused Wealth Management, Inc
INCREASED3,7473,563+184+5%$1.2M$1.5M+$273.7K2026-10-30
J.Safra Asset Management Corp
INCREASED3,731260+3,471+1335%$88.7K$1.5M+$1.4M2026-11-03
Waters Parkerson & Co., LLC
UNCHANGED3,7303,73000%$1.3M$1.5M+$210.0K2026-11-04
Winnacle Wealth LLC
DECREASED3,7224,294-572-13%$1.5M$1.5M+$14.6K2026-10-15
Schulz Wealth, Ltd.
INCREASED3,7203,520+200+6%$1.2M$1.5M+$277.6K2026-11-03
Apella Capital, LLC
INCREASED3,7093,595+114+3%$1.2M$1.5M+$292.6K2026-10-08
Hazlett, Burt & Watson, Inc.
DECREASED3,6903,781-91-2%$978.3K$1.5K-$976.8K2026-11-04
Birchbrook, Inc.
INCREASED3,6863,611+75+2%$1.2M$1.5M+$233.1K2026-10-14
Shepherd Street Advisors LLC
INCREASED3,6663,538+128+4%$1.3M$1.5M+$282.7K2026-10-21
Verdence Capital Advisors LLC
INCREASED3,6553,222+433+13%$1.1M$1.5M+$353.2K2026-10-26
Fonville Wealth Management LLC
DECREASED3,6553,928-273-7%$1.3M$1.5M+$112.6K2026-10-28
Physicians Financial Services, Inc.
UNCHANGED3,6463,64600%$1.2M$1.4K-$1.2M2026-11-04
Finivi Inc.
DECREASED3,6263,700-74-2%$1.3M$1.4M+$178.9K2026-10-13
Argent Capital Management LLC
UNCHANGED3,6243,62400%$1.2M$1.4M+$204.0K2026-10-05
Persium Advisors, LLC
DECREASED3,5864,890-1,304-27%$1.7M$1.4M-$242.8K2026-10-07
Confluence Wealth Services, Inc.
INCREASED3,5832,397+1,186+49%$817.4K$1.4M+$606.1K2026-11-05
Outfitters Financial LLC
DECREASED3,5653,610-45-1%$1.2M$1.4M+$185.3K2026-10-23
Hollow Brook Wealth Management LLC
UNCHANGED3,5583,55800%$1.2M$1.4M+$200.3K2026-10-29
Clark Financial Services Group Inc
INCREASED3,5373,339+198+6%$1.1M$1.4M+$266.6K2026-10-19
AGH Wealth Advisors, LLC
INCREASED3,5313,468+63+2%$1.2M$1.4M+$220.2K2026-10-26
Clearwave Capital, LLC
INCREASED3,5243,326+198+6%$1.1M$1.4M+$265.9K2026-10-27
Granite Investment Partners, LLC
DECREASED3,5083,521-130%$1.2M$1.4M+$193.0K2026-11-04
Strategic Planning Group, LLC
DECREASED3,48823,323-19,835-85%$8.0M$1.4M-$6.6M2026-10-22
Partners Wealth Management, LLC
NEW3,485—+3,485——$1.4M—2026-10-28
Conning Inc.
INCREASED3,4803,462+18+1%$1.2M$1.4M+$202.0K2026-10-27
Semus Wealth Partners LLC
INCREASED3,4783,379+99+3%$1.2M$1.4M+$229.5K2026-10-22
Groesbeck Investment Management Corp
DECREASED3,4753,490-150%$1.2K$1.4K+$1912026-10-26
JSF Financial, LLC
DECREASED3,4743,484-100%$1.2M$1.4M+$192.1K2026-10-22
Horst & Graben Wealth Management LLC
DECREASED3,4733,490-170%$1.2M$1.4M+$151.2K2026-11-02
Elevation Wealth Management LLC
DECREASED3,4573,572-115-3%$1.2M$1.4M+$155.7K2026-11-02
Arista Wealth Management, LLC
INCREASED3,4553,452+3+0%$1.2M$1.4M+$195.5K2026-10-29
Diligent Investors, LLC
DECREASED3,4523,498-46-1%$1.2M$1.4M+$178.6K2026-10-21
Stackstone Wealth, LLC
NEW3,451—+3,451——$1.4M—2026-10-19
Trinity Financial Advisors LLC
DECREASED3,4243,624-200-6%$1.2M$1.4M+$124.5K2026-10-09
StrongBox Wealth, LLC
DECREASED3,4163,516-100-3%$1.2M$1.4M+$158.2K2026-11-02
Canandaigua National Trust Co of Florida
NEW3,401—+3,401——$1.4M—2026-10-07
Quadrant Private Wealth Management, LLC
NEW3,388—+3,388——$1.3M—2026-11-04
Portside Wealth Group, LLC
INCREASED3,3723,219+153+5%$1.1M$1.3M+$242.0K2026-10-20
Lineweaver Wealth Advisors, LLC
DECREASED3,3495,233-1,884-36%$1.8M$1.3M-$454.1K2026-10-13
Wealth Quarterback LLC
DECREASED3,3453,583-238-7%$1.2M$1.3M+$107.1K2026-10-20
First Nebraska Trust Co
DECREASED3,3353,342-70%$1.1M$1.3M+$185.3K2026-10-30
Leisure Capital Management
UNCHANGED3,3183,31800%$1.1M$1.3M+$186.8K2026-11-03
Formuepleje A/S
DECREASED3,3175,613-2,296-41%$1.9M$1.3M-$596.3K2026-10-15
Harbor Investment Advisory, LLC
INCREASED3,3102,712+598+22%$924.8K$1.3M+$390.3K2026-10-13
Midland Wealth Advisors, LLC
DECREASED3,2933,391-98-3%$1.2M$1.3M+$151.9K2026-10-26
Atticus Wealth Management, LLC
INCREASED3,2912,536+755+30%$864.8K$1.3M+$442.7K2026-10-20
Schaper Benz & Wise Investment Counsel Inc
UNCHANGED3,2883,28800%$1.1M$1.3M+$185.1K2026-10-09
SkyOak Wealth, LLC
INCREASED3,2842,590+694+27%$883.2K$1.3M+$421.5K2026-10-28
Murphy & Mullick Capital Management Corp
DECREASED3,2823,380-98-3%$1.2M$1.3M+$151.3K2026-11-02
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED3,2785,478-2,200-40%$1.9M$1.3M-$563.4K2026-10-21
Kraft, Davis & Associates, LLC
INCREASED3,2703,144+126+4%$1.0M$1.1M+$127.5K2026-10-21
Greenspring Advisors, LLC
INCREASED3,2641,599+1,665+104%$545.3K$1.3M+$751.2K2026-11-05
Pinnacle Wealth Management Advisory Group, LLC
DECREASED3,2623,337-75-2%$1.1M$1.3M+$158.0K2026-10-23
Greystone Financial Group, LLC
INCREASED3,2493,136+113+4%$1.1M$1.3M+$221.5K2026-10-26
Wisconsin Wealth Advisors, LLC
INCREASED3,2263,206+20+1%$1.1M$1.3M+$188.1K2026-10-08
Johnson Financial Group, LLC
DECREASED3,2115,075-1,864-37%$1.7M$1.3M-$454.9K2026-11-03
Williams Jones Wealth Management, Llc.
DECREASED3,1953,230-35-1%$1.1M$1.3M+$167.9K2026-11-05
Investment Partners, Ltd.
INCREASED3,1791,618+1,561+96%$551.8K$1.3M+$711.3K2026-10-29
Crumly & Associates Inc.
DECREASED3,1743,682-508-14%$1.3M$1.3M+$5.4K2026-10-07
Orrstown Financial Services Inc
DECREASED3,1643,197-33-1%$1.1M$1.3M+$166.8K2026-10-14
Rhodes Investment Advisors Inc
DECREASED3,1635,738-2,575-45%$2.0M$1.3M-$700.1K2026-10-07
Allen Capital Group, LLC
DECREASED3,1593,330-171-5%$1.1M$1.3M+$119.5K2026-10-27
Knuff & Co LLC
INCREASED3,1532,699+454+17%$920.4K$1.3M+$332.3K2026-11-06
Prescott Group Capital Management, L.L.C.
UNCHANGED3,1493,14900%$1.1M$1.3M+$177.3K2026-10-30
Mattern Wealth Management LLC
UNCHANGED3,1373,13700%$1.1M$1.2M+$176.6K2026-11-04
Green Alpha Advisors, LLC
DECREASED3,1324,147-1,015-24%$1.4M$1.2M-$169.8K2026-10-08
Schear Investment Advisers, LLC
NEW3,130—+3,130——$1.2M—2026-10-14
Tempo Wealth, LLC
DECREASED3,1303,239-109-3%$1.1M$1.2M+$138.9K2026-10-14
Paladin Wealth, LLC
DECREASED3,1234,428-1,305-29%$1.5M$1.2M-$269.3K2026-10-23
Wealth Group, Ltd.
DECREASED3,1153,646-531-15%$1.2M$1.2K-$1.2M2026-10-30
BKM Wealth Management, LLC
DECREASED3,1023,616-514-14%$1.2M$1.2M-$6732026-10-22
Sulzberger Capital Advisors, Inc.
INCREASED3,0822,850+232+8%$971.9K$1.2M+$252.6K2026-10-20
Squire Investment Management Company, LLC
INCREASED3,0663,064+2+0%$1.0M$1.2M+$173.3K2026-11-03
Occidental Asset Management, LLC
DECREASED3,0653,301-236-7%$1.1M$1.2M+$92.0K2026-11-05
Altura Wealth Advisors Inc.
INCREASED3,0653,052+13+0%$1.0M$1.2M+$177.0K2026-10-22
Kimelman & Baird, LLC
UNCHANGED3,0643,06400%$1.0M$1.2M+$172.5K2026-11-03
Malaga Cove Capital, LLC
INCREASED3,0422,992+50+2%$1.0M$1.2M+$188.3K2026-10-23
Oak Harvest Investment Services
DECREASED3,0006,500-3,500-54%$2.2M$1.2M-$1.0M2026-10-20
Fortem Financial Group, LLC
INCREASED2,9972,982+15+1%$1.0M$1.2M+$173.8K2026-10-20
Saxony Capital Management, LLC
INCREASED2,9962,936+60+2%$1.0M$1.2M+$189.1K2026-10-15
Triad Wealth Partners, LLC
INCREASED2,9732,740+233+9%$951.1K$1.2M+$230.1K2026-10-26
Advisor Resource Council
DECREASED2,9693,027-58-2%$1.1M$1.2M+$125.4K2026-11-05
Walser Wealth Management Company, A Ltd Liability Co
DECREASED2,9683,100-132-4%$1.1M$1.2M+$122.1K2026-10-15
Cromwell Holdings LLC
DECREASED2,9613,164-203-6%$1.1M$1.2M+$97.4K2026-10-28
BlueChip Wealth Advisors LLC
INCREASED2,9582,705+253+9%$922.5K$1.2M+$252.8K2026-11-03
Hohimer Wealth Management, LLC
DECREASED2,9573,115-158-5%$1.1M$1.2M+$112.6K2026-11-04
Patriot Financial Group Insurance Agency, LLC
INCREASED2,9482,756+192+7%$939.9K$1.2M+$231.4K2026-10-14
Signature Wealth Management Partners, LLC
DECREASED2,9412,985-44-1%$1.0M$1.2M+$150.5K2026-10-21
Aspiriant, LLC
DECREASED2,9363,873-937-24%$1.3M$1.2M-$154.3K2026-10-16
PUREfi Wealth, LLC
NEW2,934—+2,934——$1.2M—2026-10-19
Fairscale Capital, LLC
INCREASED2,9342,891+43+1%$985.9K$1.1M+$87.6K2026-11-04
NovaPoint Capital, LLC
DECREASED2,9183,190-272-9%$1.1M$1.2M+$71.5K2026-10-22
Virtue Capital Management, LLC
DECREASED2,9114,494-1,583-35%$1.5M$1.2M-$376.0K2026-10-29
Merrion Investment Management Co, LLC
INCREASED2,9042,154+750+35%$734.6K$1.2M+$419.2K2026-10-16
First Merchants Corp
INCREASED2,9042,900+4+0%$989.0K$1.2M+$164.8K2026-10-15
Wealth Intelligence, LLC
DECREASED2,8803,405-525-15%$1.2M$1.1M-$16.9K2026-10-16
Coyle Financial Counsel LLC
DECREASED2,8802,929-49-2%$998.8K$1.1M+$145.4K2026-10-28
Rothwell Investment Advisors, LLC
NEW2,869—+2,869——$1.1M—2026-11-06
Bochk Asset Management Ltd
DECREASED2,8208,100-5,280-65%$2.8M$1.1M-$1.6M2026-10-29
TriaGen Wealth Management LLC
NEW2,812—+2,812——$1.1M—2026-10-14
Pinnacle Bancorp, Inc.
INCREASED2,8052,800+5+0%$954.9K$1.1M+$159.6K2026-10-21
Beacon Bank & Trust
INCREASED2,7962,640+156+6%$900.3K$1.1M+$210.6K2026-10-27
BayBridge Capital Group, LLC
DECREASED2,7903,092-302-10%$1.1M$1.1M+$54.0K2026-10-13
First Community Trust NA
UNCHANGED2,7822,78200%$948.7K$1.1M+$156.6K2026-10-07
Klingman & Associates, LLC
INCREASED2,7592,647+112+4%$902.7K$1.1M+$193.5K2026-10-20
Eagle Wealth Advisors LLC
INCREASED2,7392,660+79+3%$907.1K$1.1M+$181.1K2026-10-20
Canopy Partners, LLC
INCREASED2,7332,711+22+1%$924.5K$1.1M+$161.3K2026-10-28
Absolute Capital Management, LLC
NEW2,721—+2,721——$1.1M—2026-10-16
Trueblood Wealth Management, LLC
DECREASED2,7182,726-80%$929.6K$1.1M+$150.3K2026-10-23
Axxcess Wealth Management, LLC
DECREASED2,7036,997-4,294-61%$2.4M$1.1M-$1.3M2026-10-21
Laurel OAK Wealth Management, LLC
DECREASED2,6902,905-215-7%$990.6K$1.1M+$78.2K2026-10-19
Oslo Pensjonsforsikring AS
DECREASED2,6893,009-320-11%$1.0M$1.1M+$42.2K2026-10-15
Almanack Investment Partners, Llc.
INCREASED2,6672,599+68+3%$886.3K$1.1M+$173.3K2026-11-03
Forvis Mazars Wealth Advisors, LLC
INCREASED2,6672,652+15+1%$904.4K$1.1M+$155.2K2026-10-13
Eleva Capital SAS
NEW2,665—+2,665——$1.1M—2026-10-06
AMG National Trust Bank
INCREASED2,6562,162+494+23%$737.3K$1.1M+$317.8K2026-11-05
Marion Wealth Management
DECREASED2,6502,847-197-7%$970.9K$1.1M+$82.0K2026-10-22
BankPlus Wealth Management LLC
DECREASED2,6453,276-631-19%$1.1M$1.1M-$66.7K2026-10-13
Greg Jennings, LLC
NEW2,635—+2,635——$1.0M—2026-10-19
Sovran Advisors, LLC
INCREASED2,6352,497+138+6%$796.5K$1.0M+$206.3K2026-11-02
Cascade Investment Group, Inc.
INCREASED2,6302,607+23+1%$889.0K$1.0M+$155.9K2026-10-13
LVW Advisors, LLC
DECREASED2,6122,872-260-9%$979.4K$1.0M+$58.4K2026-10-19
Argos Wealth Advisors, LLC
UNCHANGED2,5882,58800%$882.6K$1.0M+$145.7K2026-11-02
Crown Wealth Group, LLC
DECREASED2,5622,688-126-5%$916.7K$1.0M+$101.2K2026-10-19
Verum Partners LLC
INCREASED2,5532,529+24+1%$862.5K$1.0M+$151.9K2026-10-21
Elyxium Wealth, LLC
INCREASED2,5292,397+132+6%$817.4K$1.0M+$187.4K2026-10-27
Versant Capital Management, Inc
INCREASED2,5021,883+619+33%$642.1K$994.1K+$351.9K2026-10-02
Artemis Wealth Advisors, LLC
NEW2,500—+2,500——$993.3K—2026-11-05
1900 Wealth Management LLC
INCREASED2,4971,736+761+44%$592.0K$992.1K+$400.1K2026-10-13
Ticino Wealth
DECREASED2,4903,090-600-19%$1.1M$989.3K-$64.5K2026-10-13
First Heartland Consultants, Inc.
INCREASED2,4861,941+545+28%$661.9K$987.7K+$325.8K2026-10-08
Pachira Investments Inc.
DECREASED2,4842,528-44-2%$862.1K$986.9K+$124.8K2026-10-14
Income Insurance Ltd
UNCHANGED2,4842,48400%$847.1K$986.9K+$139.8K2026-10-21
Lewis Asset Management, LLC
DECREASED2,4832,828-345-12%$964.4K$986.4K+$22.0K2026-10-14
Broadway Wealth Solutions, Inc.
DECREASED2,4772,979-502-17%$1.0M$984.1K-$31.8K2026-10-21
Visionary Wealth Advisors
DECREASED2,4712,758-287-10%$940.5K$981.8K+$41.2K2026-11-04
KCM Investment Advisors LLC
INCREASED2,4662,350+116+5%$801.4K$979.8K+$178.4K2026-10-27
Congress Asset Management Co
DECREASED2,4642,648-184-7%$903.0K$978.9K+$75.9K2026-10-06
Golden Reserve Retirement LLC
NEW2,455—+2,455——$975.4K—2026-11-02
Richardson Financial Services Inc.
DECREASED2,4503,083-633-21%$1.1M$973.0K-$78.0K2026-10-30
Howland Capital Management LLC
DECREASED2,4443,045-601-20%$1.0M$971.0K-$67.4K2026-10-22
Wendell David Associates Inc
DECREASED2,4402,640-200-8%$900.0K$969-$899.0K2026-10-27
Legacy Advisors, LLC
DECREASED2,4262,456-30-1%$837.5K$963.8K+$126.3K2026-10-19
Union Savings Bank
DECREASED2,4202,795-375-13%$953.1K$961.5K+$8.3K2026-10-14
Advisortrust Partners, LLC
UNCHANGED2,4152,41500%$823.6K$959.5K+$135.9K2026-11-02
Millennium Capital Advisors, LLC
INCREASED2,3872,287+100+4%$779.9K$948.4K+$168.5K2026-10-16
MCF Advisors LLC
INCREASED2,3862,148+238+11%$732.5K$948.0K+$215.5K2026-10-28
Bryn Mawr Trust Advisors, LLC
DECREASED2,3702,585-215-8%$881.5K$941.6K+$60.1K2026-11-04
Asset One Wealth Management LLC
UNCHANGED2,3382,33800%$827.7K$928.9K+$101.2K2026-11-02
Smith Salley Wealth Management
INCREASED2,3371,241+1,096+88%$423.2K$928.5K+$505.3K2026-11-03
Moss Adams Wealth Advisors LLC
DECREASED2,3352,877-542-19%$981.2K$927.8K-$53.4K2026-10-28
Forza Wealth Management, LLC
DECREASED2,3344,651-2,317-50%$1.6M$927.3K-$658.8K2026-10-20
Copeland Capital Management, LLC
NEW2,326—+2,326——$924.1K—2026-10-13
Palacios Wealth Management, LLC
INCREASED2,3112,232+79+4%$761.2K$918.2K+$157.0K2026-11-04
Elevation Wealth Partners, LLC
INCREASED2,3022,281+21+1%$777.9K$914.6K+$136.7K2026-10-07
Elm3 Financial Group, LLC
DECREASED2,3012,518-217-9%$858.7K$914.2K+$55.5K2026-10-07
Costello Asset Management, Inc
DECREASED2,2852,756-471-17%$939.9K$907.9K-$32.0K2026-10-30
Naples Global Advisors, LLC
DECREASED2,2792,329-50-2%$794.2K$905.5K+$111.2K2026-11-05
Carnegie Investment Counsel
INCREASED2,2741,453+821+57%$495.5K$903.5K+$408.0K2026-10-20
Clarity Wealth Advisors, LLC
UNCHANGED2,2672,26700%$773.1K$900.7K+$127.6K2026-10-21
Asahi Life Asset Management Co., Ltd.
NEW2,266—+2,266——$900.3K—2026-11-06
Ariadne Wealth Management, LP
DECREASED2,2652,339-74-3%$797.6K$899.9K+$102.3K2026-11-06
Tcfg Investment Advisors, LLC
INCREASED2,2582,028+230+11%$691.6K$897.1K+$205.5K2026-10-20
First United Bank & Trust
INCREASED2,2381,675+563+34%$571.2K$889.2K+$318.0K2026-10-22
Carlson Financial, Inc.
INCREASED2,2382,235+3+0%$762.2K$889.2K+$127.0K2026-11-05
Waystone Advisors LLC
DECREASED2,2362,238-20%$763.2K$762.5K-$6822026-10-16
Carroll Advisory Group, LLC
NEW2,232—+2,232——$886.8K—2026-10-16
Cdkv Holdings LLC
DECREASED2,2252,340-115-5%$798.0K$884.0K+$86.0K2026-10-28
Trilogy Capital Inc.
INCREASED2,2242,127+97+5%$725.4K$883.8K+$158.4K2026-10-20
Hudock, Inc.
DECREASED2,2202,419-199-8%$825.2K$882.4K+$57.2K2026-10-14
Keudell ison Wealth Management
DECREASED2,2182,450-232-9%$835.5K$881.2K+$45.7K2026-10-16
Nichols & Pratt Advisers LLP
INCREASED2,2102,130+80+4%$726.4K$875.7K+$149.3K2026-10-13
SBE LLC DBA Cedar Cove Wealth Partners
INCREASED2,2092,046+163+8%$697.9K$877.8K+$180.0K2026-10-15
Northbridge Financial Group, LLC
INCREASED2,2051,736+469+27%$592.0K$925.9K+$333.9K2026-11-05
Leo Wealth, LLC
NEW2,200—+2,200——$874.1K—2026-10-26
Citizens National Bank Trust Department
UNCHANGED2,2002,20000%$750.2K$874.1K+$123.8K2026-11-04
Relyea Zuckerberg Hanson LLC
DECREASED2,1982,225-27-1%$758.8K$873.3K+$114.5K2026-10-20
Rational Advisors, Inc.
INCREASED2,1941,416+778+55%$482.9K$871.7K+$388.8K2026-11-02
J2 Capital Management Inc
DECREASED2,1913,255-1,064-33%$1.1M$870.3K-$239.7K2026-10-19
Phoenix Wealth Advisors
UNCHANGED2,1902,19000%$746.8K$870.1K+$123.3K2026-11-03
Accuvest Global Advisors
DECREASED2,1893,511-1,322-38%$1.2M$870.0K-$327.0K2026-11-04
Advisory Solutions Group, LLC
NEW2,187—+2,187——$868.9K—2026-10-14
M.E. Allison & Co., Inc.
UNCHANGED2,1842,18400%$744.8K$867.7K+$122.9K2026-10-09
OceanIQ Capital, LLC
NEW2,183—+2,183——$866.7K—2026-10-19
Kelleher Financial Advisors
DECREASED2,1762,733-557-20%$932.0K$864.7K-$67.3K2026-10-30
Grey Ledge Advisors, LLC
UNCHANGED2,1762,17600%$742.1K$864.5K+$122.5K2026-11-02
M Holdings Securities, Inc.
NEW2,169—+2,169——$786—2026-11-03
Rossby Financial, LCC
INCREASED2,1671,701+466+27%$580.1K$861.0K+$280.9K2026-11-05
Total Clarity Wealth Management, Inc.
DECREASED2,1662,556-390-15%$871.6K$860.6K-$11.1K2026-10-26
Winthrop Advisory Group LLC
INCREASED2,1542,000+154+8%$682.0K$855.8K+$173.8K2026-10-22
Boston Trust Walden Corp
UNCHANGED2,1532,15300%$734.2K$855.4K+$121.2K2026-10-30
One Wealth Capital Management, LLC
INCREASED2,145711+1,434+202%$242.5K$852.2K+$609.8K2026-10-23
Iams Wealth Management, LLC
NEW2,139—+2,139——$849.8K—2026-10-15
Hunter Associates Investment Management LLC
DECREASED2,1302,152-22-1%$735.0K$847-$734.2K2026-10-26
Beacon Financial Group
INCREASED2,1261,841+285+15%$627.8K$844.7K+$216.9K2026-10-19
Northstar Asset Management Co
DECREASED2,1252,400-275-11%$777.1K$737.9K-$39.2K2026-10-22
Zullo Investment Group, Inc.
DECREASED2,1182,119-10%$722.6K$841.5K+$118.9K2026-10-20
Avantra Family Wealth, Inc.
INCREASED2,1162,001+115+6%$682.4K$840.6K+$158.2K2026-10-20
Childress Capital Advisors, LLC
DECREASED2,1082,212-104-5%$754.4K$837.6K+$83.2K2026-10-28
Novem Group
DECREASED2,1062,202-96-4%$750.9K$836.7K+$85.8K2026-10-19
Yorktown Management & Research Co Inc
UNCHANGED2,0902,09000%$712.7K$830.4K+$117.6K2026-10-28
Root Financial Partners, LLC
INCREASED2,0871,698+389+23%$579.1K$829.2K+$250.1K2026-10-21
Swiss RE LTD
INCREASED2,0851,267+818+65%$432.1K$828.4K+$396.3K2026-11-06
Martin Capital Advisors, LLP
DECREASED2,0822,212-130-6%$754.3K$827.2K+$72.9K2026-10-15
Lodestar Private Asset Management LLC
INCREASED2,0822,068+14+1%$705.2K$827.2K+$122.0K2026-10-26
Western Pacific Wealth Management, LP
DECREASED2,0722,220-148-7%$757.1K$823.2K+$66.2K2026-10-16
Highline Wealth Partners LLC
INCREASED2,0692,030+39+2%$692.3K$822.0K+$129.8K2026-10-19
May Hill Capital, LLC
INCREASED2,0651,993+72+4%$679.7K$820.4K+$140.8K2026-11-03
IronOak Wealth Llc.
NEW2,062—+2,062——$819.3K—2026-11-06
Stableford Capital II LLC
DECREASED2,0542,099-45-2%$715.8K$816.1K+$100.3K2026-10-09
Uniting Wealth Partners, LLC
INCREASED2,0542,017+37+2%$687.8K$816.1K+$128.2K2026-11-06
Fiduciary Family Office, LLC
INCREASED2,0531,889+164+9%$644.2K$815.7K+$171.5K2026-11-04
Kingsbury Capital Investment Advisors LLC
DECREASED2,0512,061-100%$702.8K$814.9K+$112.0K2026-10-20
Sound Income Strategies, LLC
DECREASED2,0502,206-156-7%$752.3K$816.9K+$64.6K2026-10-09
Outlook Wealth Advisors, LLC
INCREASED2,0462,028+18+1%$691.5K$812.7K+$121.3K2026-10-28
WBI Investments, LLC
INCREASED2,0431,656+387+23%$564.7K$811.8K+$247.0K2026-11-05
World Equity Group, Inc.
DECREASED2,0422,721-679-25%$927.9K$811.3K-$116.6K2026-10-14
Rinkey Investments
UNCHANGED2,0302,03000%$692.3K$806.5K+$114.3K2026-10-28
Carmel Capital Partners, LLC
INCREASED2,0162,007+9+0%$684.4K$801.0K+$116.6K2026-11-03
Lighthouse Financial LLC
DECREASED2,0062,026-20-1%$690.9K$797.0K+$106.1K2026-10-23
Guardian Investment Management
NEW2,004—+2,004——$796.2K—2026-10-23
Invera Wealth Advisors, LLC
INCREASED2,0001,999+1+0%$681.7K$794.6K+$112.9K2026-10-28
Worthington Financial Partners, LLC
UNCHANGED2,0002,00000%$682.0K$794.6K+$112.6K2026-10-13
Violich Capital Management, Inc.
UNCHANGED2,0002,00000%$682.0K$794.6K+$112.6K2026-10-05
Embree Financial Group
INCREASED1,9991,341+658+49%$457.3K$794.2K+$336.9K2026-10-22
McGlone Suttner Wealth Management, Inc.
INCREASED1,9941,981+13+1%$675.6K$792.2K+$116.7K2026-10-13
VUB Generali dochodkova spravcovska spolocnost, a.s.
INCREASED1,9871,453+534+37%$495.5K$789.5K+$294.0K2026-10-26
Curated Wealth Partners LLC
INCREASED1,9831,050+933+89%$358.1K$787.9K+$429.8K2026-10-15
Mlp3, LLC
INCREASED1,9761,922+54+3%$655.4K$785.1K+$129.6K2026-10-22
Abel Hall, LLC
INCREASED1,9711,958+13+1%$667.7K$783.1K+$115.4K2026-10-19
Dale Q Rice Investment Management Ltd
UNCHANGED1,9711,97100%$672.2K$783.1K+$110.9K2026-10-09
DLK Investment Management, LLC
INCREASED1,969872+1,097+126%$295.6K$782.3K+$486.7K2026-10-09
BXM Wealth LLC
UNCHANGED1,9681,96800%$671.1K$781.9K+$110.8K2026-11-03
Cambridge Advisors Inc.
DECREASED1,9602,005-45-2%$683.7K$778.7K+$95.0K2026-10-19
Atala Financial Inc
DECREASED1,9591,970-11-1%$671.8K$778.3K+$106.5K2026-10-22
Grandview Asset Management LLC
INCREASED1,9551,940+15+1%$661.6K$776.7K+$115.2K2026-10-19
3Chopt Investment Partners, LLC
INCREASED1,9511,720+231+13%$586.6K$775.2K+$188.6K2026-10-30
Cohen Capital Management, Inc.
UNCHANGED1,9481,94800%$664.3K$774.0K+$109.7K2026-10-14
Aspen Investment Management Inc
DECREASED1,9311,951-20-1%$665$767+$1022026-11-05
Bigelow Investment Advisors, LLC
INCREASED1,9201,915+5+0%$653.1K$762.8K+$109.8K2026-10-13
Oarsman Capital, Inc.
DECREASED1,9191,937-18-1%$660.6K$762.4K+$101.9K2026-11-05
Pennsylvania Capital Management Inc
INCREASED1,9181,799+119+7%$613.5K$762.0K+$148.5K2026-11-05
Perennial Advisors, LLC
DECREASED1,9151,920-50%$654.8K$760.8K+$106.1K2026-10-13
Kestra Investment Management, LLC
INCREASED1,9071,566+341+22%$534.0K$757.7K+$223.6K2026-11-04
Rose Capital Advisors LLC
INCREASED1,9011,459+442+30%$497.5K$755.3K+$257.7K2026-11-04
Financial Solutions Advisory Group, Inc.
INCREASED1,8971,891+6+0%$639.7K$648.6K+$8.9K2026-10-28
CLG LLC
INCREASED1,8941,846+48+3%$629.4K$752.3K+$123.0K2026-10-13
LexAurum Advisors, LLC
DECREASED1,8931,973-80-4%$672.8K$752.1K+$79.3K2026-10-19
Triumph Capital Management
DECREASED1,8861,927-41-2%$657.1K$749.5K+$92.3K2026-10-14
Rakuten Securities, Inc.
INCREASED1,8821,453+429+30%$495.5K$747.7K+$252.2K2026-11-02
SmartHarvest Portfolios, LLC
DECREASED1,8782,245-367-16%$765.7K$746.0K-$19.7K2026-10-26
Prevail Innovative Wealth Advisors, LLC
INCREASED1,8771,745+132+8%$595.1K$761.3K+$166.2K2026-10-20
Signature Estate & Investment Advisors LLC
INCREASED1,8681,342+526+39%$458.1K$742.2K+$284.1K2026-10-13
Montz Harcus Wealth Management LLC
INCREASED1,8641,793+71+4%$611.4K$740.6K+$129.1K2026-10-09
KW Wealth Management LLC
NEW1,860—+1,860——$739.4K—2026-10-28
Granville Capital, Inc.
INCREASED1,8541,810+44+2%$617.2K$736.6K+$119.4K2026-11-05
Lipe & Dalton
UNCHANGED1,8501,85000%$631$735+$1042026-10-15
Onyx Bridge Wealth Group LLC
INCREASED1,8481,845+3+0%$629.2K$734.2K+$105.0K2026-10-16
Valmark Advisers, Inc.
INCREASED1,8401,759+81+5%$599.9K$731.1K+$131.2K2026-11-06
MBA Advisors LLC
INCREASED1,8401,810+30+2%$617.2K$731.1K+$113.8K2026-10-29
Kingsman Wealth Management, Inc.
INCREASED1,8381,216+622+51%$414.7K$730.3K+$315.6K2026-10-13
Princeton Capital Management LLC
DECREASED1,8331,834-10%$625.4K$728.3K+$102.8K2026-10-27
Abacus Wealth Partners, LLC
INCREASED1,8241,208+616+51%$412.0K$724.7K+$312.7K2026-11-03
Summit Wealth Group LLC / Co
INCREASED1,8201,690+130+8%$576.3K$723.1K+$146.8K2026-10-29
AdvisorNet Financial, Inc
DECREASED1,8171,841-24-1%$627.8K$681.4K+$53.6K2026-10-15
Signature Equity Partners, LLC
DECREASED1,8132,176-363-17%$742.1K$720.3K-$21.7K2026-10-29
Thryve Wealth Management LLC
UNCHANGED1,8061,80600%$615.9K$717.5K+$101.7K2026-10-09
Archer Investment Corp
DECREASED1,7981,848-50-3%$630.2K$714.4K+$84.2K2026-11-05
Powers Advisory Group, LLC
INCREASED1,7951,794+1+0%$611.8K$713.3K+$101.5K2026-10-14
Garde Capital, Inc.
INCREASED1,7821,774+8+0%$605.0K$708.0K+$103.0K2026-10-29
Jacobsen Capital Management
DECREASED1,7741,833-59-3%$625.1K$704.8K+$79.7K2026-10-27
MW Advisory, LLC
INCREASED1,7701,465+305+21%$499.6K$703.2K+$203.6K2026-10-19
JGP Wealth Management, LLC
DECREASED1,7691,770-10%$603.7K$703.0K+$99.3K2026-10-13
Ascentis Wealth Management, LLC
INCREASED1,765253+1,512+598%$86.3K$701.2K+$614.9K2026-11-03
Jackson Creek Investment Advisors LLC
DECREASED1,7641,782-18-1%$591$701+$1102026-11-04
BancFirst Trust & Investment Management
DECREASED1,7612,679-918-34%$889.4K$684.0K-$205.4K2026-10-30
Grimes & Co Wealth Management, LLC
DECREASED1,7602,270-510-22%$773.9K$699.3K-$74.7K2026-10-29
Kesler, Norman & Wride, LLC
NEW1,759—+1,759——$698.9K—2026-11-06
Commonwealth Financial Services, LLC
DECREASED1,7562,513-757-30%$857.0K$697.7K-$159.3K2026-10-20
Intrua Financial, LLC
DECREASED1,7551,865-110-6%$636.0K$697.3K+$61.3K2026-10-28
WBH Advisory Inc
UNCHANGED1,7521,75200%$597.5K$696.1K+$98.6K2026-11-05
Wagner Wealth Management, LLC
INCREASED1,7451,712+33+2%$583.8K$693.3K+$109.5K2026-10-21
Legacy Capital Wealth Partners, LLC
DECREASED1,7431,750-70%$596.8K$692.5K+$95.7K2026-10-21
Wealth Effects LLC
DECREASED1,7401,878-138-7%$640.5K$691.4K+$50.9K2026-10-23
Cove Private Wealth, LLC
UNCHANGED1,7301,73000%$590.0K$687.3K+$97.4K2026-10-28
Weaver Capital Management LLC
NEW1,729—+1,729——$686.9K—2026-10-15
Tuttle Capital Management, LLC
NEW1,727—+1,727——$686.2K—2026-10-21
Green Ridge Wealth Planning LLC
DECREASED1,7171,719-20%$586.2K$682.2K+$96.0K2026-10-08
Nadler Financial Group, Inc.
UNCHANGED1,7171,71700%$585.5K$682.2K+$96.7K2026-10-23
Banque de Luxembourg S.A.
UNCHANGED1,7021,70200%$580.4K$676.2K+$95.8K2026-10-14
Bill Few Associates, Inc.
DECREASED1,6951,812-117-6%$617.9K$673.4K+$55.5K2026-10-09
Turning Point Benefit Group, Inc.
DECREASED1,6931,852-159-9%$633.2K$670.9K+$37.6K2026-10-28
TrueWealth Advisors, LLC
DECREASED1,6881,841-153-8%$627.8K$670.7K+$42.8K2026-10-09
Hall Laurie J Trustee
DECREASED1,6861,760-74-4%$600.2K$669.9K+$69.7K2026-10-06
AM Investment Strategies LLC
DECREASED1,6771,761-84-5%$601$666+$652026-11-05
Ellsworth Advisors, LLC
INCREASED1,6771,656+21+1%$586.3K$666.3K+$80.0K2026-10-15
Impact Capital Partners LLC
DECREASED1,6711,703-32-2%$580.8K$663.9K+$83.1K2026-10-22
Capital Management Associates, Inc
DECREASED1,6671,700-33-2%$579.7K$662.3K+$82.6K2026-10-20
Whelan Financial
INCREASED1,6611,486+175+12%$506.8K$659.9K+$153.2K2026-10-28
Hanseatic Management Services Inc
NEW1,656—+1,656——$657.9K—2026-10-27
McAdam, LLC
DECREASED1,6423,673-2,031-55%$1.3M$652.3K-$600.2K2026-10-21
1620 Investment Advisors, Inc.
DECREASED1,6412,087-446-21%$712.0K$651.9K-$60.1K2026-11-04
Waterway Wealth Management, LLC
NEW1,637—+1,637——$650.4K—2026-10-28
Beacon Financial Advisory LLC
INCREASED1,6331,611+22+1%$549.4K$648.8K+$99.4K2026-10-16
Sageworth Trust Co
UNCHANGED1,6271,62700%$554.8K$646.4K+$91.6K2026-10-30
Montchanin Asset Management, LLC
UNCHANGED1,6201,62000%$552.0K$644-$551.4K2026-11-02
WealthBridge Capital Management, LLC
INCREASED1,6181,571+47+3%$535.7K$642.9K+$107.2K2026-10-16
Enterprise Financial Services Corp
INCREASED1,6161,592+24+2%$542.9K$642.1K+$99.1K2026-11-03
Legacy Financial Strategies, LLC
DECREASED1,6071,638-31-2%$558.6K$638.5K+$79.9K2026-10-15
Foster Group, Inc.
INCREASED1,6041,542+62+4%$525.9K$637.3K+$111.4K2026-10-13
Vigilare Wealth Management
UNCHANGED1,6031,60300%$546.7K$636.9K+$90.2K2026-10-29
Succession Financial, Inc.
UNCHANGED1,6021,60200%$546.3K$636.5K+$90.2K2026-10-14
Dara Capital US, Inc.
DECREASED1,6008,234-6,634-81%$2.8M$635.7K-$2.2M2026-10-29
Armstrong Advisory Group, Inc
INCREASED1,5991,418+181+13%$483.6K$635.3K+$151.7K2026-10-09
Lantern Wealth Advisors, LLC
INCREASED1,5861,324+262+20%$451.5K$630.1K+$178.6K2026-10-22
Financial Management Professionals, Inc.
DECREASED1,5811,606-25-2%$547.8K$628.1K+$80.3K2026-10-23
Opal Wealth Advisors, LLC
INCREASED1,5761,515+61+4%$516.6K$626.2K+$109.5K2026-10-16
Arsenal Capital Advisors LLC
INCREASED1,5691,340+229+17%$457.0K$623.4K+$166.4K2026-11-02
First Bancorp, Inc
DECREASED1,5661,836-270-15%$626.1K$622.2K-$3.9K2026-10-26
Foundry Financial LLC
INCREASED1,5551,355+200+15%$462.2K$617.8K+$155.7K2026-10-16
Nautilus Advisors LLC
DECREASED1,5541,575-21-1%$513.3K$617.4K+$104.1K2026-10-07
Earned Wealth Advisors, LLC
INCREASED1,5531,518+35+2%$517.7K$617.0K+$99.4K2026-11-06
Well Done, LLC
DECREASED1,5432,026-483-24%$690.9K$613.1K-$77.9K2026-10-20
Vicus Capital
NEW1,539—+1,539——$611.5K—2026-11-05
Tctc Holdings, LLC
UNCHANGED1,5361,53600%$523.8K$610.3K+$86.5K2026-11-02
Black Diamond Financial, LLC
INCREASED1,5351,350+185+14%$460.4K$609.9K+$149.5K2026-10-26
Victrix Investment Advisors
DECREASED1,5341,554-20-1%$529.9K$609.5K+$79.5K2026-10-13
Amplius Wealth Advisors, LLC
DECREASED1,5261,663-137-8%$567.1K$606.3K+$39.2K2026-10-20
Gibbs Wealth Management
INCREASED1,5231,094+429+39%$373.1K$605.1K+$232.0K2026-10-22
Aviso Wealth Management
INCREASED1,5201,406+114+8%$479.5K$603.9K+$124.4K2026-11-04
Sather Financial Group Inc
UNCHANGED1,5181,51800%$517.7K$603.1K+$85.4K2026-10-30
Souders Financial Advisors
INCREASED1,5161,339+177+13%$456.6K$602.3K+$145.7K2026-11-03
Rooted Wealth Advisors, Inc.
UNCHANGED1,5141,51400%$516.3K$516.3K$02026-11-03
Regent Peak Wealth Advisors LLC
INCREASED1,5091,080+429+40%$368.3K$599.5K+$231.2K2026-10-13
MeadowBrook Investment Advisors LLC
DECREASED1,5061,918-412-21%$654.1K$534.5K-$119.6K2026-10-29
Kercheville Advisors, LLC
DECREASED1,5003,200-1,700-53%$1.1M$596.0K-$495.3K2026-10-19
D'Orazio & Associates, Inc.
INCREASED1,4981,473+25+2%$502.3K$595.2K+$92.8K2026-11-04
Hill Island Financial LLC
INCREASED1,4931,313+180+14%$447.8K$593.2K+$145.4K2026-10-20
Flagship Wealth Advisors, LLC
INCREASED1,4831,257+226+18%$428.7K$589.2K+$160.5K2026-11-03
Founders Grove Wealth Partners, LLC
INCREASED1,4661,409+57+4%$480.5K$582.5K+$102.0K2026-10-16
Quantum Financial Advisors, LLC
INCREASED1,4611,333+128+10%$454.6K$580.5K+$125.9K2026-11-03
55 North Private Wealth, LLC
INCREASED1,4551,105+350+32%$376.8K$578.1K+$201.3K2026-10-20
Fortis Group Advisors, LLC
INCREASED1,4551,377+78+6%$469.6K$532.2K+$62.6K2026-11-06
B.A. Schrock Wealth Management, Inc.
NEW1,453—+1,453——$575.8K—2026-10-15
Myriad Asset Management US LP
INCREASED1,4481,037+411+40%$354.0K$575.0K+$221.0K2026-11-03
Alpine Bank Wealth Management
INCREASED1,4481,428+20+1%$487.0K$575.3K+$88.3K2026-10-16
Equitable Trust Co
INCREASED1,4461,424+22+2%$485.6K$574.5K+$88.9K2026-10-13
McHugh Group, LLC
UNCHANGED1,4451,44500%$492.8K$574.1K+$81.3K2026-10-19
Fortitude Advisory Group L.L.C.
INCREASED1,4441,431+13+1%$488.0K$573.7K+$85.7K2026-10-15
StoryOne LLC
INCREASED1,442714+728+102%$243.5K$572.9K+$329.4K2026-10-13
HF Advisory Group, LLC
UNCHANGED1,4411,44100%$491.4K$572.5K+$81.1K2026-10-09
Silverleafe Capital Partners, LLC
NEW1,440—+1,440——$572.1K—2026-10-02
Philip James Wealth Mangement, LLC
DECREASED1,4391,489-50-3%$507.8K$571.7K+$64.0K2026-10-27
Curbstone Financial Management Corp
DECREASED1,4301,460-30-2%$497.9K$568.2K+$70.3K2026-10-21
Kaizen Financial Strategies
DECREASED1,4301,436-60%$505.5K$568.2K+$62.6K2026-10-09
Nolet Wealth Management, LLC
INCREASED1,4181,416+2+0%$482.9K$563.4K+$80.5K2026-10-15
Independent Solutions Wealth Management, LLC
DECREASED1,4031,426-23-2%$486.3K$557.4K+$71.1K2026-10-28
Brown Shipley& Co Ltd
DECREASED1,4001,550-150-10%$528.6K$556.2K+$27.7K2026-10-09
Gables Capital Management Inc.
UNCHANGED1,4001,40000%$477.4K$556.2K+$78.8K2026-11-04
Asset Advisory Group, Inc.
INCREASED1,3961,386+10+1%$472.7K$554.6K+$82.0K2026-10-20
Fusion Capital, LLC
UNCHANGED1,3921,39200%$474.7K$553.1K+$78.4K2026-10-28
Cynosure Group, LLC
NEW1,391—+1,391——$552.7K—2026-11-03
Journey Advisory Group, LLC
DECREASED1,3861,458-72-5%$497.2K$550.7K+$53.5K2026-11-04
Catalyst Capital Advisors LLC
INCREASED1,3841,370+14+1%$467.2K$549.9K+$82.7K2026-11-02
Sunburst Financial Group, LLC
UNCHANGED1,3841,38400%$472.0K$549.9K+$77.9K2026-10-09
CenterBook Partners LP
NEW1,383—+1,383——$549.5K—2026-11-02
Gemmer Asset Management LLC
UNCHANGED1,3801,38000%$470.5K$548.3K+$77.8K2026-10-16
Seven Mile Advisory
DECREASED1,3681,407-39-3%$479.8K$543.5K+$63.7K2026-10-22
New Hampshire Trust
DECREASED1,3651,540-175-11%$525.2K$542.3K+$17.2K2026-10-20
Shelton Wealth Management, LLC
DECREASED1,3651,408-43-3%$480.2K$542.3K+$62.2K2026-10-16
ProVise Management Group, LLC
DECREASED1,3601,361-10%$464.1K$540.3K+$76.2K2026-11-06
Moisand Fitzgerald Tamayo, LLC
INCREASED1,3561,312+44+3%$447.4K$538.8K+$91.3K2026-10-15
Gradient Capital Advisors, LLC
INCREASED1,3551,340+15+1%$457.0K$538.4K+$81.4K2026-10-21
NorthLanding Financial Partners, LLC
UNCHANGED1,3501,35000%$460.4K$536.4K+$76.0K2026-10-15
Northwest Wealth Management, LLC
INCREASED1,3481,338+10+1%$456.3K$535.6K+$79.3K2026-10-30
Peoples Financial Services Corp.
DECREASED1,3391,468-129-9%$500.6K$532.0K+$31.4K2026-10-20
Autumn Glory Partners, LLC
DECREASED1,3362,177-841-39%$742.4K$530.8K-$211.6K2026-10-26
Wealth Dimensions Group, Ltd.
INCREASED1,3341,301+33+3%$443.6K$530.0K+$86.3K2026-11-02
Allegiance Financial Group Advisory Services LLC
NEW1,330—+1,330——$528.4K—2026-11-02
Dudley Capital Management, LLC
UNCHANGED1,3301,33000%$453.6K$528.4K+$74.9K2026-10-23
Thrive Wealth Management, LLC
DECREASED1,3281,354-26-2%$461.7K$527.6K+$65.9K2026-10-13
Johnson & White Wealth Management, LLC
UNCHANGED1,3251,32500%$451.9K$526.4K+$74.6K2026-11-03
Luts & Greenleigh Group, Inc.
INCREASED1,3211,318+3+0%$449.5K$524.8K+$75.4K2026-11-05
Watershed Private Wealth LLC
INCREASED1,3121,175+137+12%$400.7K$521.3K+$120.6K2026-10-30
Stiles Financial Services Inc
INCREASED1,3061,298+8+1%$442.6K$518.9K+$76.2K2026-10-30
Adamsbrown Wealth Consultants LLC
INCREASED1,3041,298+6+0%$442.6K$518.2K+$75.6K2026-10-20
Asset Dedication, LLC
DECREASED1,3002,359-1,059-45%$804.5K$516.5K-$288.0K2026-11-03
Reflection Asset Management
INCREASED1,3001,163+137+12%$396.6K$516.5K+$119.9K2026-10-28
Chilton Capital Management LLC
INCREASED1,296916+380+41%$312.4K$514.9K+$202.5K2026-10-28
Investment Advisory Services Inc
INCREASED1,2951,234+61+5%$420.8K$514.5K+$93.7K2026-10-27
Sanders Morris Harris LLC
NEW1,292—+1,292——$513.3K—2026-10-14
Community Bank & Trust, Waco, Texas
DECREASED1,2901,320-30-2%$450.0K$513-$449.5K2026-10-19
Silver Grove Financial Group, Inc.
INCREASED1,2891,115+174+16%$380.2K$512.1K+$131.9K2026-11-05
Personal CFO Solutions, LLC
DECREASED1,2851,663-378-23%$566.9K$510.4K-$56.6K2026-11-06
Fourpath Capital Management, LLC
DECREASED1,2851,494-209-14%$509.5K$510.5K+$1.1K2026-10-19
Riversedge Advisors, LLC
INCREASED1,2851,254+31+2%$427.6K$510.5K+$82.9K2026-10-09
Walkner Condon Financial Advisors LLC
INCREASED1,2841,166+118+10%$397.6K$510.1K+$112.5K2026-11-02
Retirement Guys Formula LLC
DECREASED1,27912,301-11,022-90%$4.2M$508.2K-$3.7M2026-10-26
Trust Co of the South
NEW1,271—+1,271——$505.0K—2026-10-21
WealthPLAN Partners, LLC
INCREASED1,2691,087+182+17%$370.7K$504.2K+$133.5K2026-10-15
Evergreen Private Wealth LLC
DECREASED1,2631,443-180-12%$492.1K$501.8K+$9.7K2026-10-30
Stonebridge Financial Planning Group, LLC
UNCHANGED1,2631,26300%$430.7K$501.8K+$71.1K2026-11-06
Vista Capital Partners, Inc.
NEW1,262—+1,262——$501.4K—2026-11-06
Arta Finance Wealth Management LLC
INCREASED1,2591,075+184+17%$366.6K$500.2K+$133.6K2026-10-28
Heck Capital Advisors, LLC
DECREASED1,2572,050-793-39%$699.1K$499.4K-$199.7K2026-10-14
Evanson Financial, LLC
UNCHANGED1,2531,25300%$427.3K$497.8K+$70.5K2026-10-23
Fulton Breakefield Broenniman LLC
INCREASED1,2521,244+8+1%$424.2K$497.4K+$73.2K2026-11-03
Modera Wealth Management, LLC
INCREASED1,2501,124+126+11%$383.5K$496.6K+$113.2K2026-10-28
Oakwell Private Wealth Management, LLC
INCREASED1,2441,184+60+5%$403.8K$494.3K+$90.5K2026-11-06
University of Texas S AM Investment Management Co
INCREASED1,243907+336+37%$309.3K$493.9K+$184.6K2026-11-03
Yankcom Partnership
DECREASED1,2411,690-449-27%$576.3K$493.1K-$83.3K2026-10-15
AMG Asset Management Group, Inc.
DECREASED1,2381,940-702-36%$661.6K$491.9K-$169.7K2026-10-21
Investment Planning Advisors, Inc.
DECREASED1,2371,306-69-5%$445.4K$491.6K+$46.2K2026-10-14
Range Financial Group LLC
UNCHANGED1,2371,23700%$421.8K$491.5K+$69.6K2026-10-21
Future Financial Wealth Managment LLC
INCREASED1,2291,219+10+1%$396.9K$488.1K+$91.2K2026-10-15
Bayban
UNCHANGED1,2261,22600%$418.1K$418.1K$02026-11-05
Spectrum Financial Alliance Ltd LLC
NEW1,225—+1,225——$486.7K—2026-10-29
Tactive Advisors, LLC
DECREASED1,2241,430-206-14%$487.7K$486.1K-$1.5K2026-10-08
Old Port Advisors
INCREASED1,2151,158+57+5%$394.9K$482.7K+$87.8K2026-10-23
Heffernan Advisory, Inc
INCREASED1,210600+610+102%$204.6K$480.7K+$276.1K2026-10-13
Lynx Investment Advisory
NEW1,208—+1,208——$480.0K—2026-10-27
Balefire, LLC
DECREASED1,2081,631-423-26%$556.2K$480.0K-$76.3K2026-10-09
Clear Creek Financial Management, LLC
DECREASED1,2071,430-223-16%$487.7K$479.6K-$8.1K2026-10-28
Core Wealth Management, Inc.
INCREASED1,2061,204+2+0%$410.6K$479.2K+$68.6K2026-10-22
Convergence Financial, LLC
DECREASED1,2053,612-2,407-67%$1.2M$478.8K-$753.0K2026-10-27
Spurstone Advisory Services, LLC
UNCHANGED1,2001,20000%$422.4K$475.5K+$53.1K2026-11-02
Carrera Capital Advisors
DECREASED1,1971,261-64-5%$430.0K$475.6K+$45.6K2026-11-03
Directional Asset Management
DECREASED1,1971,211-14-1%$413.0K$475.6K+$62.6K2026-10-22
NewSquare Capital LLC
INCREASED1,1861,033+153+15%$352.3K$471.2K+$118.9K2026-11-06
Strong Retirement Solutions LLC
DECREASED1,1841,190-60%$405.8K$470.4K+$64.6K2026-10-07
ARS Wealth Advisors Group, LLC
INCREASED1,1831,180+3+0%$402.4K$470.0K+$67.6K2026-10-16
White Lighthouse Investment Management Inc.
DECREASED1,1761,229-53-4%$419.1K$467.2K+$48.1K2026-10-21
Bdfs Capital LLC
INCREASED1,1751,164+11+1%$396.9K$467.0K+$70.0K2026-10-14
Revolve Wealth Partners, LLC
DECREASED1,1711,355-184-14%$462.1K$465.3K+$3.2K2026-10-23
Tortuga Wealth Management, Inc
INCREASED1,1711,066+105+10%$363.5K$465.3K+$101.7K2026-10-27
Asset Planning,Inc
UNCHANGED1,1711,17100%$399.3K$465.3K+$65.9K2026-10-26
Postrock Partners LLC
DECREASED1,1706,793-5,623-83%$2.3M$464.9K-$1.9M2026-11-02
Syntegra Private Wealth Group, LLC
DECREASED1,1671,356-189-14%$462.4K$463.7K+$1.2K2026-10-13
TTP Investments, Inc.
UNCHANGED1,1671,16700%$398.0K$463.7K+$65.7K2026-10-30
ProCore Advisors, LLC
DECREASED1,1651,254-89-7%$427.7K$462.9K+$35.2K2026-10-14
Sweeney & Michel, LLC
INCREASED1,1651,155+10+1%$420.3K$462.9K+$42.6K2026-10-16
Themes Management Co LLC
DECREASED1,1561,616-460-28%$551.1K$459.3K-$91.8K2026-10-29
Kingstone Capital Partners Texas, LLC
DECREASED1,1551,157-20%$394.6K$458.9K+$64.3K2026-11-03
August Group Capital Ltd
DECREASED1,1541,228-74-6%$418.4K$458.1K+$39.7K2026-10-14
GreatBanc Trust Co
UNCHANGED1,1501,15000%$392.2K$456.9K+$64.7K2026-11-04
Weaver Consulting Group
INCREASED1,1471,090+57+5%$371.7K$455.7K+$84.0K2026-10-07
Wealth Architects, LLC
DECREASED1,1461,228-82-7%$418.8K$455.3K+$36.5K2026-11-03
UMB Private Wealth Management, LLC
NEW1,141—+1,141——$453.3K—2026-10-19
Tanager Wealth Management LLP
INCREASED1,140968+172+18%$330.1K$452.9K+$122.8K2026-10-19
Ejmk Ventures LLC
INCREASED1,1401,035+105+10%$353.0K$452.9K+$100.0K2026-10-21
Altus Wealth Group LLC
DECREASED1,1351,165-30-3%$397.3K$450.9K+$53.7K2026-10-20
Shah Wealth Advisors, LLC
NEW1,134—+1,134——$450.6K—2026-11-06
Ironsides Asset Advisors, LLC
UNCHANGED1,1341,13400%$386.7K$450.6K+$63.8K2026-10-20
Thrive Capital Management, LLC
INCREASED1,1331,033+100+10%$352.3K$450.2K+$97.9K2026-10-28
Quantum Financial Partners LLC
INCREASED1,130625+505+81%$213.1K$449.0K+$235.8K2026-10-19
Tradewinds Capital Management, LLC
DECREASED1,1281,169-41-4%$398.7K$448.2K+$49.5K2026-10-23
Insight Inv LLC
UNCHANGED1,1281,12800%$384.7K$448.2K+$63.5K2026-10-27
Piar LLC
UNCHANGED1,1201,12000%$381.9K$445.0K+$63.0K2026-10-21
Consilium Wealth Advisory, LLC
INCREASED1,1171,090+27+2%$371.7K$443.8K+$72.1K2026-10-14
Richmond Investment Services, LLC
DECREASED1,1151,121-6-1%$382.3K$443.0K+$60.7K2026-10-29
Joseph P. Lucia & Associates, LLC
UNCHANGED1,1151,11500%$380.2K$443.0K+$62.8K2026-10-30
Evansbrook LLC
DECREASED1,1121,132-20-2%$386.0K$441.8K+$55.8K2026-10-16
Foguth Wealth Management, Llc.
INCREASED1,1061,090+16+1%$380.0K$378.3K-$1.8K2026-10-19
Petros Family Wealth, LLC
UNCHANGED1,1031,10300%$376.1K$438.2K+$62.1K2026-10-28
Pinion Investment Advisors, LLC
DECREASED1,1021,599-497-31%$545.3K$437.8K-$107.5K2026-11-04
Veracity Capital LLC
INCREASED1,1021,080+22+2%$368.3K$437.8K+$69.5K2026-10-08
Meadowbrook Wealth Management, LLC
NEW1,101—+1,101——$437.4K—2026-10-08
Courier Capital LLC
DECREASED1,1011,462-361-25%$498.6K$437.4K-$61.1K2026-10-19
Cane Capital Partners, LLC
DECREASED1,09615,437-14,341-93%$5.3M$435.5K-$4.8M2026-10-23
Boyd Wealth Management, LLC
NEW1,093—+1,093——$434.3K—2026-10-20
Lauer Wealth, LLC
DECREASED1,0901,190-100-8%$419.9K$434.4K+$14.4K2026-10-13
E&G Advisors, LLC
UNCHANGED1,0891,08900%$371.4K$432.7K+$61.3K2026-10-13
Benin Management Corp
DECREASED1,0851,185-100-8%$404.1K$431.1K+$27.0K2026-10-22
Ulland Investment Advisors, LLC
UNCHANGED1,0831,08300%$369$430+$612026-10-13
Michael J. Porro & Co. Financial Advisors, Inc.
DECREASED1,0821,094-12-1%$373.1K$429.9K+$56.8K2026-10-16
Harold Davidson & Associates Inc.
NEW1,080—+1,080——$429.1K—2026-10-29
Ulrich Consultants & Investment Group, LLC
NEW1,079—+1,079——$428.7K—2026-10-13
Uhlmann Price Securities, LLC
DECREASED1,0791,162-83-7%$396.3K$428.7K+$32.4K2026-11-03
Fiduciary Financial Group, LLC
INCREASED1,0701,034+36+3%$352.6K$425.1K+$72.5K2026-10-13
Goldstein Advisors, LLC
DECREASED1,0671,654-587-35%$564.0K$423.9K-$140.1K2026-10-15
Sage Rhino Capital LLC
DECREASED1,0671,098-31-3%$374.4K$423.9K+$49.5K2026-10-28
San Luis Wealth Advisors LLC
INCREASED1,0611,000+61+6%$341.0K$421.4K+$80.4K2026-10-27
Douglas Lane & Associates, LLC
DECREASED1,0591,150-91-8%$392.2K$420.8K+$28.6K2026-10-09
Endeavor Private Wealth, Inc.
INCREASED1,058937+121+13%$319.5K$420.4K+$100.8K2026-11-05
Willow Creek Wealth Management Inc.
UNCHANGED1,0561,05600%$360.1K$419.6K+$59.4K2026-10-26
Collaborative Fund Advisors, LLC
DECREASED1,0551,379-324-23%$470.3K$419.2K-$51.1K2026-11-02
Atwood & Palmer Inc
UNCHANGED1,0541,05400%$359.4K$418.8K+$59.3K2026-10-08
Synergy Asset Management, LLC
DECREASED1,0521,482-430-29%$505.4K$418.0K-$87.4K2026-11-05
Sigma Investment Counselors Inc
INCREASED1,052752+300+40%$256.5K$418.0K+$161.5K2026-10-27
Emergent Wealth Advisors, LLC
DECREASED1,0521,202-150-12%$409.9K$418.0K+$8.1K2026-10-09
Abacus Planning Group, Inc.
INCREASED1,051999+52+5%$340.7K$417.6K+$76.9K2026-11-02
Promethium Advisors,llc
UNCHANGED1,0501,05000%$358.1K$417.2K+$59.1K2026-10-19
Reynders McVeigh Capital Management, LLC
DECREASED1,0401,120-80-7%$382.0K$413.3K+$31.3K2026-10-30
Forum Financial Management, LP
INCREASED1,0401,037+3+0%$353.6K$413.2K+$59.6K2026-10-16
Evolution Wealth Advisors, LLC
INCREASED1,039909+130+14%$310.0K$412.8K+$102.8K2026-11-03
Essential Investment Partners LLC
INCREASED1,0391,016+23+2%$346.5K$412.8K+$66.3K2026-10-27
Cordoba Advisory Partners LLC
INCREASED1,038952+86+9%$324.7K$412.4K+$87.8K2026-10-19
Rise Advisors, LLC
INCREASED1,034890+144+16%$303.5K$410.8K+$107.3K2026-10-16
Franklin Street Advisors Inc
UNCHANGED1,0261,02600%$349.9K$407.6K+$57.8K2026-10-13
HBW Advisory Services LLC
INCREASED1,025888+137+15%$302.8K$407.2K+$104.4K2026-10-15
Kavar Capital Partners Group, LLC
INCREASED1,0251,006+19+2%$343.1K$407.2K+$64.2K2026-11-06
Connecticut Wealth Management, LLC
UNCHANGED1,0241,02400%$349.2K$406.8K+$57.6K2026-10-13
Yelin Lapidot Holdings Management Ltd.
NEW1,022—+1,022——$406.1K—2026-10-26
WoodTrust Financial Corp
UNCHANGED1,0221,02200%$349.0K$406-$348.6K2026-10-09
West Wealth Group, LLC
NEW1,020—+1,020——$405.3K—2026-10-14
Triton Wealth Management, Pllc
INCREASED1,019873+146+17%$279.9K$361.7K+$81.8K2026-11-04
TFC Financial Management, Inc.
UNCHANGED1,0191,01900%$347.5K$404.9K+$57.4K2026-10-26
Summit Securities Group LLC
NEW1,018—+1,018——$404.5K—2026-11-05
Apollon Financial, LLC
INCREASED1,016969+47+5%$330.6K$403.5K+$73.0K2026-10-23
Clark Asset Management, LLC
DECREASED1,0161,035-19-2%$353.0K$403.7K+$50.7K2026-10-19
Tabr Capital Management, LLC
NEW1,007—+1,007——$400.1K—2026-10-20
RVW Wealth, LLC
UNCHANGED1,0031,00300%$342.0K$398.5K+$56.5K2026-10-06
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
DECREASED1,0011,815-814-45%$619.0K$397.7K-$221.2K2026-11-06
Deroy & Devereaux Private Investment Counsel Inc
NEW1,000—+1,000——$397—2026-10-26
PTM Wealth Management, LLC
UNCHANGED1,0001,00000%$323.8K$419.9K+$96.1K2026-10-23
Meadow Creek Wealth Advisors LLC
INCREASED990620+370+60%$211.4K$393.3K+$181.9K2026-11-02
Biltmore Family Office, LLC
INCREASED984908+76+8%$309.6K$391.0K+$81.3K2026-11-03
Marathon Capital Management
INCREASED978976+2+0%$332.8K$388.6K+$55.7K2026-10-23
William Mack & Associates, Inc.
INCREASED977968+9+1%$330.1K$388.2K+$58.1K2026-10-27
Herold Advisors, Inc.
DECREASED9751,050-75-7%$358.0K$387.4K+$29.4K2026-10-19
JFS Wealth Advisors, LLC
INCREASED974580+394+68%$197.8K$387.0K+$189.2K2026-11-03
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
NEW970—+970——$385.4K—2026-10-14
Motive Wealth Advisors
INCREASED970960+10+1%$327.4K$385.4K+$58.0K2026-10-26
Baron Wealth Management LLC
INCREASED968900+68+8%$306.9K$384.6K+$77.7K2026-10-27
Barnes Dennig Private Wealth Management LLC
INCREASED967782+185+24%$266.7K$384.2K+$117.5K2026-10-30
Activest Wealth Management
DECREASED9671,035-68-7%$353.0K$384.2K+$31.2K2026-10-15
Journey Retirement Planning & Investment Management LLC
NEW964—+964——$383.0K—2026-10-09
Trust Co of Oklahoma
DECREASED9641,096-132-12%$373.8K$383.0K+$9.2K2026-10-15
Pacific Park Financial, Inc.
DECREASED9621,309-347-27%$446.4K$382.2K-$64.2K2026-10-13
Integrity Advisory Solutions, LLC
DECREASED9591,119-160-14%$381.6K$381.2K-$4182026-10-29
MFA Wealth Services
DECREASED9581,063-105-10%$362.6K$380.8K+$18.2K2026-10-14
Mosley Wealth Management
DECREASED9571,046-89-9%$356.7K$354.3K-$2.4K2026-10-16
Summit Financial Wealth Advisors, LLC
UNCHANGED95695600%$326.0K$379.8K+$53.8K2026-10-15
Redwood Financial Network Corp
UNCHANGED95595500%$325.7K$379.4K+$53.8K2026-11-03
Brucke Financial, Inc.
INCREASED954868+86+10%$296.0K$379.0K+$83.0K2026-10-23
Mayfair Advisory Group, LLC
INCREASED950930+20+2%$301.1K$377.4K+$76.3K2026-10-20
Hudson Capital Management LLC
INCREASED950931+19+2%$317.5K$377.4K+$60.0K2026-10-20
Roxbury Financial LLC
UNCHANGED95095000%$324.0K$377.4K+$53.5K2026-10-01
Bingham Private Wealth, LLC
INCREASED948905+43+5%$308.6K$376.7K+$68.0K2026-11-05
WP Advisors, LLC
UNCHANGED94894800%$323.3K$376.7K+$53.4K2026-10-22
Centennial Wealth Advisory LLC
INCREASED946855+91+11%$291.6K$375.9K+$84.3K2026-10-16
AA Financial Advisors, LLC
INCREASED945825+120+15%$281.3K$375.5K+$94.1K2026-10-19
Atlas Brown,Inc.
INCREASED945841+104+12%$287.0K$375.3K+$88.4K2026-10-09
SYM Financial Corp
DECREASED945974-29-3%$332.2K$375.6K+$43.4K2026-10-26
Capstone Wealth Management Group, Inc.
UNCHANGED94494400%$321.9K$375.1K+$53.1K2026-10-19
Barr E S & Co
UNCHANGED94394300%$321.6K$374.7K+$53.1K2026-11-06
Braeburn Wealth Management LLC
INCREASED935895+40+4%$305.2K$371.5K+$66.3K2026-10-15
Albion Financial Group
NEW932—+932——$370.2K—2026-10-21
Redwood Park Advisors LLC
INCREASED932763+169+22%$260.2K$370.3K+$110.1K2026-11-02
Capital Investment Counsel, Inc
DECREASED931985-54-5%$335.9K$369.9K+$34.0K2026-10-20
Benchmark Financial Wealth Advisors, LLC
INCREASED931878+53+6%$299.4K$369.9K+$70.5K2026-10-20
PCG Asset Management, LLC
NEW927—+927——$368.3K—2026-11-05
Voisard Asset Management Group, Inc.
DECREASED923935-12-1%$318.9K$366.7K+$47.9K2026-10-13
Ullmann Wealth Partners Group, LLC
INCREASED921897+24+3%$306.0K$366.1K+$60.1K2026-11-02
Vestia Personal Wealth Advisors
DECREASED919933-14-1%$318.2K$365.1K+$47.0K2026-10-20
Redhawk Wealth Advisors, Inc.
DECREASED912930-18-2%$317.1K$362.3K+$45.2K2026-10-14
Next Level Private LLC
INCREASED909604+305+51%$206.0K$361.2K+$155.2K2026-10-20
Adirondack Trust Co
DECREASED908938-30-3%$319.9K$360.7K+$40.9K2026-10-14
Stonekeep Investments, LLC
INCREASED907872+35+4%$297$360.4K+$360.1K2026-10-15
Thompson Siegel & Walmsley LLC
UNCHANGED90690600%$309.0K$360-$308.6K2026-11-05
Hutchens & Kramer Investment Management Group, LLC
INCREASED905899+6+1%$306.6K$359.6K+$53.0K2026-10-16
Baldwin Wealth Partners LLC
NEW904—+904——$359.2K—2026-10-13
CPR Investments Inc.
INCREASED904787+117+15%$268.2K$359.0K+$90.8K2026-10-26
Opus Financial Solutions LLC
UNCHANGED90290200%$307.6K$358.4K+$50.8K2026-11-06
Aries Wealth Management
DECREASED9001,400-500-36%$477.4K$357.6K-$119.8K2026-10-23
Paradigm Asset Management Co LLC
UNCHANGED90090000%$306.9K$357.6K+$50.7K2026-11-05
Gilman Hill Asset Management, LLC
DECREASED8981,102-204-19%$375.8K$356.8K-$19.0K2026-10-13
First Business Financial Services, Inc.
NEW897—+897——$356.4K—2026-10-29
Augustine Asset Management Inc
INCREASED897683+214+31%$232.9K$356.4K+$123.5K2026-10-13
First Growth Capital LLC
DECREASED896899-30%$306.6K$356.0K+$49.4K2026-10-15
Cypress Wealth Services, LLC
INCREASED895894+1+0%$304.9K$375.8K+$70.9K2026-10-21
FAI Advisors, Inc.
INCREASED894870+24+3%$296.7K$355.2K+$58.5K2026-10-27
Shikiar Asset Management Inc
INCREASED894872+22+3%$297.0K$355-$296.6K2026-10-20
Financial Partners Group, Inc
INCREASED890791+99+13%$269.8K$353.7K+$84.0K2026-10-19
Gray Private Wealth, LLC
UNCHANGED89089000%$303.5K$353.6K+$50.1K2026-10-28
Associated Banc-Corp
UNCHANGED89089000%$303.5K$353.6K+$50.1K2026-10-30
Aldebaran Financial Inc.
INCREASED878873+5+1%$297.7K$348.8K+$51.1K2026-11-06
Wealthcare Capital Management LLC
UNCHANGED87487400%$298.1K$347.2K+$49.2K2026-10-21
Heritage Family Offices, LLP
INCREASED873819+54+7%$279.3K$346.9K+$67.6K2026-11-02
Valley National Advisers Inc
INCREASED873861+12+1%$293.6K$346.9K+$53.2K2026-10-23
Keystone Wealth Services, LLC
INCREASED873871+2+0%$296.9K$339.0K+$42.0K2026-11-03
Wealth Preservation Advisors, LLC
INCREASED872600+272+45%$204.6K$346.4K+$141.8K2026-11-05
EdgeRock Capital LLC
NEW871—+871——$346.1K—2026-11-03
Bensler, LLC
INCREASED866832+34+4%$283.7K$344.1K+$60.3K2026-11-05
Cherry Creek Investment Advisors, Inc.
DECREASED8651,077-212-20%$367.3K$343.7K-$23.6K2026-10-14
Symmetry Partners, LLC
INCREASED864805+59+7%$274.6K$343.4K+$68.8K2026-10-27
Ballast Rock Private Wealth LLC
UNCHANGED86486400%$294.6K$343.3K+$48.6K2026-10-26
Warwick Investment Management, Inc.
DECREASED863950-87-9%$324.0K$342.9K+$18.9K2026-10-19
Hengehold Capital Management LLC
DECREASED857999-142-14%$340.7K$340.5K-$1842026-10-16
Quartz Partners, LLC
UNCHANGED85785700%$292.3K$340.5K+$48.2K2026-11-03
MBE Wealth Management, LLC
UNCHANGED85785700%$292.3K$340.5K+$48.2K2026-10-26
SilverOak Wealth Management LLC
DECREASED855861-6-1%$293.6K$339.7K+$46.1K2026-10-29
Centurion Wealth Management LLC
UNCHANGED85385300%$290.9K$338.9K+$48.0K2026-10-13
Sunpointe, LLC
DECREASED8521,686-834-49%$575.0K$338.5K-$236.5K2026-10-22
Ellis Investment Partners, LLC
INCREASED851835+16+2%$284.9K$338.2K+$53.3K2026-10-21
DeDora Capital, Inc.
UNCHANGED85085000%$289.9K$337.7K+$47.8K2026-10-26
Garrett Wealth Advisory Group, LLC
INCREASED846717+129+18%$244.5K$336.1K+$91.6K2026-10-22
Meritas Wealth Management, LLC
NEW845—+845——$335.7K—2026-10-14
Traveka Wealth, LLC
INCREASED842740+102+14%$252.5K$334.7K+$82.2K2026-10-19
S.E.E.D. Planning Group LLC
INCREASED842801+41+5%$273.2K$334.4K+$61.1K2026-10-07
Sutton Place Investors LLC
INCREASED840636+204+32%$216.9K$333.7K+$116.9K2026-10-20
High Net Worth Advisory Group LLC
UNCHANGED83983900%$286.1K$333.3K+$47.2K2026-10-26
Purus Wealth Management, LLC
INCREASED835740+95+13%$252.4K$331.8K+$79.4K2026-10-15
QTR Family Wealth, LLC
INCREASED834713+121+17%$243.2K$331.4K+$88.2K2026-11-02
Alpha Omega Wealth Management LLC
DECREASED833970-137-14%$330.8K$331.0K+$1702026-10-23
Werba Rubin Papier Wealth Management
INCREASED831705+126+18%$240.4K$330.2K+$89.7K2026-11-06
Central Pacific Bank - Trust Division
DECREASED830838-8-1%$285.8K$329.8K+$44.0K2026-10-06
Five Oceans Advisors
DECREASED830836-6-1%$285.1K$329.8K+$44.7K2026-10-22
Vaughan David Investments LLC
INCREASED830826+4+0%$282.0K$330-$281.7K2026-11-05
Torrey Growth & Income Advisors
DECREASED8291,029-200-19%$347.9K$330.2K-$17.6K2026-11-04
Intergy Private Wealth, LLC
INCREASED829770+59+8%$262.6K$329.4K+$66.8K2026-10-16
Salomon & Ludwin, LLC
DECREASED827833-6-1%$293.2K$328.6K+$35.3K2026-10-29
Hobart Private Capital, LLC
INCREASED826700+126+18%$238.7K$328.2K+$89.5K2026-10-19
Cornerstone Planning Group LLC
INCREASED823817+6+1%$273.9K$344.7K+$70.7K2026-10-16
RFG - Bristol Wealth Advisors, LLC
DECREASED820831-11-1%$283.4K$325.8K+$42.4K2026-10-09
Bell Bank
DECREASED819963-144-15%$328.4K$325.4K-$3.0K2026-10-21
MinichMacGregor Wealth Management, LLC
DECREASED819891-72-8%$304.1K$325.7K+$21.6K2026-10-14
Clifford Swan Investment Counsel LLC
UNCHANGED81981900%$279.3K$325.4K+$46.1K2026-11-05
New Covenant Trust Company, N.A.
INCREASED816634+182+29%$216.2K$324.2K+$108.0K2026-10-08
Patten & Patten Inc
UNCHANGED81681600%$278.3K$324.2K+$45.9K2026-10-26
Todd Wealth Management, LLC
UNCHANGED81381300%$277.2K$322.9K+$45.8K2026-10-19
Platform Technology Partners
INCREASED812740+72+10%$252.5K$322.7K+$70.3K2026-11-02
Denver PWM, LLC
DECREASED811876-65-7%$336.6K$322.2K-$14.4K2026-10-22
Silverlake Wealth Management LLC
INCREASED811791+20+3%$269.7K$322.2K+$52.5K2026-10-21
Teamwork Financial Advisors, LLC
DECREASED8102,194-1,384-63%$748.2K$321.8K-$426.4K2026-10-19
Axiom Investment Management LLC
DECREASED808918-110-12%$313.1K$321.0K+$8.0K2026-11-03
Oakworth Capital, Inc.
DECREASED807873-66-8%$298.4K$320.6K+$22.2K2026-10-26
PKS Advisory Services, LLC
UNCHANGED80680600%$274.9K$274.9K$02026-10-26
Price Financial Group Wealth Management, Inc
UNCHANGED80580500%$280.2K$322.2K+$42.0K2026-11-02
Cottage Street Advisors LLC
DECREASED802850-48-6%$289.9K$318.6K+$28.8K2026-10-19
Sonata Capital Group Inc
UNCHANGED80080000%$272.8K$317.8K+$45.0K2026-10-19
Investment House LLC
DECREASED7901,485-695-47%$506.4K$313.9K-$192.5K2026-10-21
First Command Advisory Services, Inc.
INCREASED790544+246+45%$185.5K$313.9K+$128.4K2026-11-05
Asset Allocation & Management Company, LLC
UNCHANGED78878800%$269$313+$442026-10-13
Steel Grove Capital Advisors, LLC
DECREASED787887-100-11%$302.5K$312.7K+$10.2K2026-10-13
Sunbeam Capital Management, LLC
DECREASED787858-71-8%$292.4K$312.5K+$20.1K2026-11-05
Buck Wealth Strategies, LLC
INCREASED786239+547+229%$81.5K$312.3K+$230.8K2026-10-28
Neumann Capital Management, LLC
DECREASED786986-200-20%$336.2K$312.3K-$24.0K2026-10-15
Finer Wealth Management, Inc.
INCREASED786785+1+0%$267.7K$312.3K+$44.6K2026-10-16
Foundation Wealth Management, LLC
NEW785—+785——$311.9K—2026-10-22
Focused Alpha, LLC
INCREASED783765+18+2%$260.8K$311.0K+$50.2K2026-10-20
Falcon Wealth Planning
INCREASED780722+58+8%$246.4K$310.1K+$63.7K2026-11-06
Arlington Trust Co LLC
INCREASED779703+76+11%$239.7K$309.5K+$69.8K2026-10-20
W.G. Shaheen & Associates DBA Whitney & Co
INCREASED776761+15+2%$259.5K$308.3K+$48.8K2026-11-03
Hidden Cove Wealth Management, LLC
INCREASED766755+11+1%$257.5K$304.3K+$46.9K2026-10-19
Bell Investment Advisors, Inc
INCREASED762740+22+3%$252.4K$302.8K+$50.4K2026-10-29
Aletheian Wealth Advisors LLC
DECREASED762769-7-1%$262.2K$302.8K+$40.5K2026-10-08
Heritage Investment Group, Inc.
INCREASED761757+4+1%$258.2K$302.4K+$44.2K2026-11-03
Univest Financial Corp
NEW759—+759——$301.6K—2026-11-05
SJS Investment Consulting Inc.
INCREASED759734+25+3%$250.3K$301.6K+$51.3K2026-10-26
Eurizon SLJ Capital Ltd
DECREASED7561,528-772-51%$521.1K$300.4K-$220.7K2026-11-06
BAM Wealth Management, LLC
DECREASED756831-75-9%$283.4K$300.4K+$17.0K2026-10-15
MV Capital Management, Inc.
UNCHANGED75575500%$257.5K$300.0K+$42.5K2026-10-29
LifeGoal Investments, LLC
NEW751—+751——$298.4K—2026-10-09
ASL Financial, LLC
UNCHANGED74974900%$255.4K$297.6K+$42.2K2026-10-15
Financial Advisory Partners, LLC
UNCHANGED74274200%$253.0K$294.8K+$41.8K2026-10-23
Corundum Group, Inc.
DECREASED7411,015-274-27%$346.1K$294.4K-$51.7K2026-10-28
Auxano Advisors, LLC
INCREASED739737+2+0%$251.3K$293.6K+$42.3K2026-11-06
Berkshire Money Management, Inc.
NEW737—+737——$292.8K—2026-10-21
Leonteq Securities AG
DECREASED7369,604-8,868-92%$3.3M$292.4K-$3.0M2026-10-29
Generate Investment Management Ltd
DECREASED73558,795-58,060-99%$20.1M$292.0K-$19.8M2026-10-14
Financial Perspectives, Inc
UNCHANGED73273200%$249.6K$290.8K+$41.2K2026-11-03
Gaddis Premier Wealth Advisors LLC
DECREASED7311,004-273-27%$342.4K$290.4K-$52.0K2026-10-29
Stirlingshire Investments, Inc.
DECREASED728755-27-4%$257.5K$289.2K+$31.8K2026-11-05
Inspirion Wealth Advisors, LLC
UNCHANGED72772700%$255.9K$288.8K+$32.9K2026-10-09
TCI Wealth Advisors, Inc.
INCREASED724610+114+19%$208.0K$287.7K+$79.6K2026-10-30
Renasant Bank
DECREASED724772-48-6%$263.3K$287.7K+$24.4K2026-11-05
Intelligence Driven Advisers, LLC
NEW723—+723——$287.3K—2026-10-09
GEN Financial Management, Inc.
UNCHANGED72172100%$245.9K$286.5K+$40.6K2026-10-13
Kelly Financial Services LLC
DECREASED720784-64-8%$267.4K$286.2K+$18.7K2026-10-20
Conrad Siegel Investment Advisors, Inc.
INCREASED718713+5+1%$243.1K$285.3K+$42.1K2026-10-08
Twelve Points Wealth Management LLC
DECREASED717872-155-18%$297.4K$262.3K-$35.0K2026-11-03
Financial Consulate, Inc
DECREASED717730-13-2%$248.9K$284.9K+$35.9K2026-10-23
Proathlete Wealth Management LLC
INCREASED716584+132+23%$199.2K$284.5K+$85.3K2026-10-15
Pekin Hardy Strauss, Inc.
NEW713—+713——$283.3K—2026-11-02
Bria Capital Group, LLC
UNCHANGED71271200%$242.8K$282.9K+$40.1K2026-10-22
Jacksonville Wealth Management, LLC
UNCHANGED71071000%$242.1K$282.1K+$40.0K2026-10-30
Buckhead Capital Management LLC
INCREASED708705+3+0%$240.4K$281.3K+$40.9K2026-11-03
Fulcrum Equity Management
DECREASED7071,222-515-42%$416.7K$280.9K-$135.8K2026-10-21
Capital City Trust Co
UNCHANGED70670600%$240.8K$280.5K+$39.7K2026-10-22
Walled Lake Planning & Wealth Management, LLC
DECREASED705963-258-27%$328.4K$280.1K-$48.3K2026-10-29
Penn Davis Mcfarland Inc
UNCHANGED70570500%$240.4K$280.1K+$39.7K2026-10-23
Accretive Wealth Partners, LLC
UNCHANGED70470400%$240.1K$279.7K+$39.6K2026-11-06
Baskin Financial Services Inc.
NEW700—+700——$278—2026-10-19
Seelaus Asset Management LLC
UNCHANGED70070000%$238.7K$278.1K+$39.4K2026-10-14
Payden & Rygel
UNCHANGED70070000%$239.0K$278-$238.7K2026-10-28
Frederick Financial Consultants, LLC
DECREASED696709-13-2%$241.8K$276.5K+$34.7K2026-10-29
Staley Capital Advisers Inc
NEW695—+695——$276.1K—2026-11-06
Total Wealth Planning & Management, Inc.
DECREASED695830-135-16%$283.0K$276.1K-$6.9K2026-10-23
Bright Financial Advisors, Inc.
UNCHANGED69469400%$236.7K$275.7K+$39.1K2026-10-23
American Capital Advisory, LLC
DECREASED691710-19-3%$242.1K$274.5K+$32.4K2026-10-28
Sagace Wealth Management LLC
NEW690—+690——$274.1K—2026-10-28
Barings LLC
UNCHANGED69069000%$235.3K$274.1K+$38.8K2026-10-22
First Citizens Financial Corp
INCREASED688633+55+9%$215.9K$273.3K+$57.5K2026-10-02
Weinberger Asset Management, Inc
INCREASED687678+9+1%$225.0K$273.0K+$48.0K2026-10-28
National Wealth Management Group, LLC
DECREASED684693-9-1%$236.3K$271.8K+$35.4K2026-10-26
Ramiah Investment Group
NEW683—+683——$271.4K—2026-10-20
Stevens Capital Partners
NEW680—+680——$270.1K—2026-10-29
Integras Partners LLC
DECREASED680780-100-13%$266.0K$270.2K+$4.2K2026-10-30
Beaumont Financial Advisors, LLC
DECREASED680702-22-3%$239.4K$270.2K+$30.8K2026-10-22
Narus Financial Partners, LLC
DECREASED680683-30%$232.9K$270.2K+$37.3K2026-10-19
One Day In July LLC
UNCHANGED67767700%$230.9K$269.0K+$38.1K2026-10-30
Montis Financial, LLC
INCREASED673627+46+7%$213.8K$267.4K+$53.6K2026-11-04
Flagstone Financial Management
UNCHANGED67067000%$228.5K$266.2K+$37.7K2026-11-05
AIA Group Ltd
DECREASED668790-122-15%$269.4K$265.4K-$4.0K2026-10-30
Crusonia Wealth Advisors LLC
DECREASED667691-24-3%$235.6K$265.2K+$29.5K2026-10-26
Values Added Financial LLC
DECREASED666676-10-1%$230.5K$264.6K+$34.1K2026-10-28
Sentinel Pension Advisors, LLC
NEW663—+663——$263.4K—2026-11-02
GW Henssler & Associates LTD
INCREASED663661+2+0%$225.4K$263.4K+$38.0K2026-10-26
ACT Advisors, Llc.
NEW661—+661——$262.6K—2026-10-15
Tenon Financial LLC
INCREASED661628+33+5%$214.2K$262.6K+$48.5K2026-10-14
Caitong International Asset Management Co., Ltd
NEW657—+657——$261.0K—2026-10-29
AWM Capital, LLC
NEW657—+657——$261.0K—2026-10-16
WPG Advisers, LLC
INCREASED657621+36+6%$211.8K$261.0K+$49.3K2026-10-27
Brooklyn FI, LLC
INCREASED65663+593+941%$21.1K$228.3K+$207.2K2026-11-05
Davidson Trust Co
UNCHANGED65665600%$223.7K$260.6K+$36.9K2026-10-09
Capital Asset Advisory Services LLC
INCREASED654629+25+4%$214.5K$232.1K+$17.6K2026-10-30
Fiscal Wisdom Wealth Management, LLC
UNCHANGED65265200%$222.3K$259.0K+$36.7K2026-10-16
HRC Wealth Management, LLC
UNCHANGED65165100%$222.0K$258.6K+$36.6K2026-10-16
D.B. Root & Company, LLC
INCREASED650602+48+8%$205.3K$258.3K+$53.0K2026-11-04
Share Andrew L.
NEW648—+648——$257.5K—2026-11-06
Sterling Investment Advisors, Ltd.
DECREASED645660-15-2%$225.1K$256.3K+$31.2K2026-10-27
Alliance Wealth Advisors, LLC
DECREASED644687-43-6%$234.3K$255.9K+$21.6K2026-10-28
Pension & Wealth Management Advisors, Inc.
INCREASED642446+196+44%$152.1K$255.3K+$103.2K2026-10-16
Insight Wealth Partners, LLC
DECREASED639799-160-20%$272.5K$253.9K-$18.6K2026-10-26
Hurley Capital, LLC
DECREASED639654-15-2%$223.0K$253.9K+$30.9K2026-11-05
Hoey Investments, Inc
UNCHANGED63763700%$217.2K$253.1K+$35.9K2026-10-29
Hartmann Taylor Wealth Management, LLC
NEW636—+636——$252.7K—2026-10-14
Rezny Wealth Management, Inc.
NEW633—+633——$251.6K—2026-10-15
GHP Investment Advisors, Inc.
INCREASED633561+72+13%$191.1K$251.3K+$60.2K2026-10-15
Client 1ST Advisory Group, LLC
DECREASED633638-5-1%$217.6K$251.5K+$33.9K2026-10-19
Oakmont Investment Advisors, Inc.
INCREASED633628+5+1%$214.2K$251.5K+$37.3K2026-10-21
Verus Financial Partners, Inc.
INCREASED632606+26+4%$206.7K$251.1K+$44.4K2026-10-29
Haven Private, LLC
UNCHANGED63063000%$214.8K$250.3K+$35.5K2026-10-27
Arbor Investment Advisors, LLC
DECREASED629705-76-11%$240.4K$249.9K+$9.5K2026-10-26
Milestone Asset Management, LLC
DECREASED629693-64-9%$236.3K$249.9K+$13.6K2026-10-15
Strategic Family Wealth Counselors, L.L.C.
UNCHANGED62862800%$214.2K$249.5K+$35.4K2026-10-29
Yoder Wealth Management, Inc.
DECREASED625640-15-2%$218.3K$248.3K+$30.1K2026-10-13
Columbia Asset Management
NEW622—+622——$247.1K—2026-10-19
Townsend Asset Management Corp
UNCHANGED62262200%$212.1K$247.1K+$35.0K2026-10-29
First Financial Group Corp
NEW615—+615——$244.3K—2026-10-22
IMG Wealth Management, Inc.
DECREASED613643-30-5%$219.3K$243.6K+$24.3K2026-10-27
Integris Wealth Management, LLC
DECREASED612832-220-26%$283.7K$243.2K-$40.6K2026-10-14
L. Roy Papp & Associates, LLP
UNCHANGED61161100%$208.4K$242.8K+$34.4K2026-10-21
Ahara Advisors LLC
INCREASED608588+20+3%$200.5K$241.6K+$41.0K2026-10-29
Towerpoint Wealth, LLC
DECREASED606657-51-8%$224.1K$240.8K+$16.7K2026-10-13
NBZ Investment Advisors LLC
UNCHANGED60660600%$206.7K$240.8K+$34.1K2026-10-30
Rosenberg Matthew Hamilton
DECREASED605617-12-2%$210.4K$240.4K+$30.0K2026-10-05
Verisail Partners, LLC
INCREASED605601+4+1%$205.0K$240.4K+$35.4K2026-10-19
Lotus Asset Management LLC
INCREASED605604+1+0%$206.0K$240.2K+$34.2K2026-10-14
Hoxton Planning & Management, LLC
NEW604—+604——$240.0K—2026-10-15
Colonial River Investments, LLC
NEW600—+600——$238.4K—2026-10-19
William John Sempolinski
UNCHANGED60060000%$204.6K$238.4K+$33.8K2026-10-20
Rachor Investment Advisory Services, LLC
UNCHANGED60060000%$204.6K$238.4K+$33.8K2026-10-29
RW Investment Management LLC
UNCHANGED60060000%$204.6K$238.4K+$33.8K2026-11-03
TL Private Wealth
UNCHANGED60060000%$202.2K$242.3K+$40.1K2026-10-13
OFC Financial Planning, LLC
UNCHANGED59259200%$201.9K$235.2K+$33.3K2026-11-06
Burton Enright Welch
NEW591—+591——$234.8K—2026-11-04
CFS Investment Advisory Services, LLC
NEW591—+591——$248.2K—2026-10-19
Urban Wealth Management, LLC
UNCHANGED59159100%$201.5K$234.8K+$33.3K2026-10-21
Isthmus Partners, LLC
UNCHANGED59059000%$201.2K$234.4K+$33.2K2026-10-21
GenTrust, LLC
NEW588—+588——$233.6K—2026-11-06
MSH Capital Advisors LLC
DECREASED588674-86-13%$229.8K$233.6K+$3.8K2026-11-03
Baker Tilly Wealth Management, LLC
DECREASED588638-50-8%$217.6K$233.8K+$16.2K2026-10-05
PVG Asset Management Corp
NEW583—+583——$231.6K—2026-10-19
Precedent Wealth Partners, LLC
DECREASED5821,729-1,147-66%$589.6K$231.0K-$358.6K2026-10-21
Rasp Wealth Solutions, LLC
NEW580—+580——$230.4K—2026-11-06
Carnegie Lake Advisors LLC
NEW580—+580——$230.4K—2026-11-06
Align Financial, LLC
INCREASED580570+10+2%$194.4K$230.4K+$36.1K2026-10-16
Unique Wealth, LLC
NEW579—+579——$230.0K—2026-10-16
Phillips Financial Management, LLC
NEW578—+578——$229.6K—2026-10-19
Foresight Capital Management Advisors, Inc.
DECREASED577592-15-3%$201.9K$229.3K+$27.4K2026-10-27
Kieckhefer Group LLC
NEW575—+575——$228.5K—2026-10-13
Family Office Research LLC
DECREASED574598-24-4%$203.9K$228.1K+$24.1K2026-10-14
Annex Advisory Services, LLC
DECREASED573652-79-12%$222.5K$227.7K+$5.2K2026-10-16
Langley Wealth Management, LLC
NEW572—+572——$227.3K—2026-11-04
Accel Wealth Management
NEW571—+571——$226.9K—2026-10-13
South Shore Capital Advisors
NEW570—+570——$226.5K—2026-10-20
Park Edge Advisors, LLC
NEW568—+568——$225.7K—2026-10-28
Brian LOW Financial Group, LLC
NEW568—+568——$225.7K—2026-10-28
Alternative Investment Advisors, Llc.
DECREASED566612-46-8%$208.7K$224.9K+$16.2K2026-11-03
Connecticut Capital Management Group, LLC
NEW565—+565——$224.5K—2026-10-29
Key Client Fiduciary Advisors, LLC
DECREASED564593-29-5%$202.3K$224.1K+$21.9K2026-10-19
Exchange Bank
NEW563—+563——$223.7K—2026-10-07
Eley Financial Management, Inc
NEW562—+562——$223.3K—2026-11-03
Guardian Asset Advisors, LLC
NEW562—+562——$223.3K—2026-10-16
West Paces Advisors Inc.
UNCHANGED56256200%$191.7K$223.3K+$31.6K2026-10-13
Peoples Bank
DECREASED559629-70-11%$214.5K$222.1K+$7.6K2026-10-26
Chapin Davis, Inc.
NEW558—+558——$221.7K—2026-10-09
RMR Capital Management, LLC
NEW556—+556——$220.9K—2026-10-23
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED555695-140-20%$237.0K$220.5K-$16.5K2026-10-13
Welch Financial Planning, LLC
NEW554—+554——$220.1K—2026-11-06
Family Capital Management, Inc.
NEW553—+553——$219.7K—2026-11-03
Hamilton Capital, LLC
NEW551—+551——$218.9K—2026-10-08
Centerpoint Advisory Group
NEW551—+551——$218.9K—2026-10-23
Blume Capital Management, Inc.
DECREASED550700-150-21%$238.7K$218.5K-$20.2K2026-10-26
Owl Creek Wealth Partners LLC
INCREASED550521+29+6%$177.7K$218.5K+$40.8K2026-10-20
Stonebridge Financial Group, LLC
NEW548—+548——$217.7K—2026-10-01
Human Investing LLC
NEW548—+548——$217.9K—2026-10-19
DDD Partners, LLC
NEW547—+547——$217.1K—2026-11-02
Gerald Baker Financial Group LLC
NEW541—+541——$214.9K—2026-10-09
Spinnaker Investment Group, LLC
DECREASED5411,146-605-53%$390.8K$214.9K-$175.9K2026-10-13
Left Brain Wealth Management, LLC
NEW540—+540——$214.5K—2026-10-28
Purewater Capital LLC
NEW539—+539——$214.2K—2026-10-23
Wealth Alliance Advisory Group, LLC
DECREASED539632-93-15%$215.5K$214.2K-$1.4K2026-10-14
Financial Synergies Wealth Advisors, Inc.
NEW538—+538——$213.8K—2026-10-16
Lincoln Capital Corp
NEW536—+536——$213.0K—2026-10-13
Kure Advisory, LLC
NEW536—+536——$213.0K—2026-10-08
Split Creek LLC DBA Split Creek Capital LLC
NEW534—+534——$212.2K—2026-11-02
Rahlfs Capital, LLC
NEW534—+534——$212.2K—2026-10-23
Retirement Planning Group, LLC
NEW534—+534——$212.2K—2026-10-19
Birch Hill Investment Advisors LLC
NEW531—+531——$211.0K—2026-10-16
Private Client Services, LLC
NEW528—+528——$209.8K—2026-10-02
Enhancing Capital LLC
NEW528—+528——$209.8K—2026-10-26
Fulcrum Wealth Advisors, LLC
NEW526—+526——$209.0K—2026-10-16
Sage Investment Advisers LLC
DECREASED525740-215-29%$252.4K$208.6K-$43.8K2026-10-21
Cooper Capital Advisors LLC
NEW524—+524——$208.2K—2026-10-29
Archford Capital Strategies, LLC
NEW523—+523——$207.8K—2026-10-19
Realta Investment Advisors
NEW521—+521——$207.0K—2026-10-14
Elevation Capital Advisory, LLC
NEW519—+519——$206.2K—2026-10-29
City State Bank
UNCHANGED51951900%$177.0K$206.2K+$29.2K2026-10-20
Arch Global Advisors, LLC
NEW518—+518——$205.8K—2026-10-23
KG Capital Management
NEW518—+518——$205.8K—2026-10-15
Breakwater Capital Group
NEW518—+518——$205.8K—2026-10-09
Able Financial Group, LLC
NEW517—+517——$205.4K—2026-10-14
ARS Investment Partners, LLC
NEW516—+516——$205.0K—2026-11-05
Prospera Capital Management, LLC
NEW516—+516——$205.0K—2026-10-19
Eagle Wealth Strategies LLC
DECREASED516625-109-17%$213.1K$205.0K-$8.1K2026-10-20
Keener Financial Planning LLC
NEW514—+514——$204.2K—2026-11-06
Northcape Wealth Management, LLC
NEW512—+512——$203.4K—2026-11-04
Manchester Capital Management LLC
DECREASED5121,081-569-53%$368.6K$203.4K-$165.2K2026-10-22
First City Capital Management, Inc.
NEW510—+510——$202.6K—2026-10-27
LightSquare Wealth Management, LLC
DECREASED510695-185-27%$237.0K$202.6K-$34.4K2026-11-03
Stronghold Wealth Management L.L.C.
NEW509—+509——$202.2K—2026-10-16
Wiser Wealth Management, Inc
NEW507—+507——$201.4K—2026-10-14
River Street Advisors LLC
NEW506—+506——$201.0K—2026-10-22
MKT Advisors LLC
NEW506—+506——$201.6K—2026-10-20
Patrick M Sweeney & Associates, Inc
NEW505—+505——$200.6K—2026-10-22
Wealthstar Advisors, LLC
NEW504—+504——$200.2K—2026-10-19
Ballast, Inc.
NEW504—+504——$200.2K—2026-10-20
One Degree Advisors Inc
NEW487—+487——$204.5K—2026-11-06
First Pacific Financial
INCREASED487287+200+70%$97.9K$193.5K+$95.6K2026-10-14
Toth Financial Advisory Corp
INCREASED481458+23+5%$156.2K$191.1K+$34.9K2026-10-08
Atlantic Edge Private Wealth Management, LLC
UNCHANGED48148100%$164.0K$191.1K+$27.1K2026-10-20
Grove Bank & Trust
INCREASED472441+31+7%$150.4K$187.5K+$37.1K2026-10-08
Glass Jacobson Investment Advisors llc
DECREASED460610-150-25%$208.0K$182.7K-$25.3K2026-10-26
Reap Financial Group, LLC
INCREASED458397+61+15%$135.5K$182.2K+$46.6K2026-11-02
Dhjj Financial Advisors, Ltd.
INCREASED458446+12+3%$152.1K$182.0K+$29.9K2026-10-23
Miller Global Investments, LLC
INCREASED45690+366+407%$30.7K$181.2K+$150.5K2026-10-02
Physician Wealth Advisors, Inc.
INCREASED451392+59+15%$133.7K$179.2K+$45.5K2026-10-20
Fortitude Family Office, LLC
INCREASED445316+129+41%$107.8K$176.8K+$69.0K2026-10-14
Vaquero Private Wealth, LTD
UNCHANGED43643600%$148.7K$173.2K+$24.5K2026-10-27
American National Bank & Trust
INCREASED426383+43+11%$130.6K$169.3K+$38.6K2026-10-07
Tounjian Advisory Partners, LLC
DECREASED419756-337-45%$257.8K$166.5K-$91.3K2026-11-04
Birch Financial Group, LLC
NEW416—+416——$165.2K—2026-10-27
Wilkerson Advisory Group LLC
INCREASED412374+38+10%$127.5K$163.7K+$36.2K2026-10-20
Covestor Ltd
DECREASED401934-533-57%$319.0K$160-$318.8K2026-10-30
Ramsey Quantitative Systems
NEW397—+397——$157.7K—2026-10-22
Abound Wealth Management
INCREASED389211+178+84%$72.0K$154.6K+$82.6K2026-10-26
Plante Moran Financial Advisors, LLC
DECREASED383671-288-43%$228.8K$152.2K-$76.7K2026-11-04
Hartford Financial Management Inc.
UNCHANGED37637600%$128.2K$149.4K+$21.2K2026-10-21
Ares Financial Consulting, LLC
INCREASED369362+7+2%$123.4K$146.6K+$23.2K2026-10-19
Joseph Group Capital Management
INCREASED360333+27+8%$113.6K$143.0K+$29.5K2026-11-04
James T. Borello RIA
INCREASED350348+2+1%$118.7K$139.1K+$20.4K2026-10-16
Piscataqua Savings Bank
UNCHANGED35035000%$119.4K$139.1K+$19.7K2026-10-21
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED3431,539-1,196-78%$525.0K$136.3K-$388.7K2026-10-14
Latitude Advisors, LLC
NEW336—+336——$133.3K—2026-10-27
Mcdonald Partners LLC
INCREASED336270+66+24%$92.1K$133.5K+$41.4K2026-11-03
Downshift Financial, LLC
INCREASED335126+209+166%$43.0K$133.1K+$90.1K2026-10-13
Avion Wealth
INCREASED334320+14+4%$109.0K$132-$108.9K2026-11-04
Aspect Partners, LLC
INCREASED325319+6+2%$108.8K$129.1K+$20.3K2026-10-20
Sherman Asset Management, Inc.
UNCHANGED32332300%$110.1K$128.3K+$18.2K2026-11-05
Gilpin Wealth Management, LLC
INCREASED319318+1+0%$108.4K$126.7K+$18.3K2026-10-09
Lodestone Wealth Management LLC
UNCHANGED30930900%$105.4K$122.8K+$17.4K2026-10-14
High Note Wealth, LLC
INCREASED307265+42+16%$90.4K$122.0K+$31.6K2026-10-27
PFS Partners, LLC
UNCHANGED30030000%$102.3K$119.2K+$16.9K2026-10-21
Kings Path Partners LLC
UNCHANGED28828800%$98.2K$114.4K+$16.2K2026-10-21
Center for Financial Planning, Inc.
DECREASED278294-16-5%$100.3K$110.5K+$10.2K2026-10-26
West Branch Capital LLC
NEW274—+274——$108.9K—2026-10-20
Disciplina Capital Management LLC
UNCHANGED26126100%$89.0K$103.7K+$14.7K2026-11-06
MidAtlantic Capital Management, Inc.
NEW254—+254——$100.9K—2026-11-05
Hara Capital LLC
UNCHANGED25025000%$85.3K$99.3K+$14.1K2026-10-30
Hanson & Doremus Investment Management
INCREASED24842+206+490%$14$99+$852026-10-16
Indiana Trust & Investment Management Co
UNCHANGED24824800%$84.6K$98.5K+$14.0K2026-10-22
Torren Management, LLC
INCREASED24542+203+483%$14.3K$97.3K+$83.0K2026-10-29
Centerpoint Advisors, LLC
INCREASED245244+1+0%$83.0K$97-$82.9K2026-11-05
United Community Bank
UNCHANGED24424400%$83.2K$96.9K+$13.7K2026-10-28
Deseret Mutual Benefit Administrators
DECREASED242273-31-11%$93.1K$96.1K+$3.1K2026-11-04
Horizon Financial Services, LLC
INCREASED241175+66+38%$59.7K$95.8K+$36.1K2026-11-04
True Wealth Design, LLC
INCREASED233202+31+15%$68.9K$92.6K+$23.7K2026-10-13
Barrett & Company, Inc.
DECREASED232732-500-68%$249.6K$92.2K-$157.5K2026-10-22
Capital Advisors, Ltd. LLC
INCREASED232188+44+23%$64$92+$282026-10-27
Elevated Capital Advisors, LLC
UNCHANGED23023000%$78.5K$91.5K+$13.0K2026-11-04
Quaker Wealth Management, LLC
UNCHANGED22722700%$77.4K$90.2K+$12.8K2026-10-22
Winch Advisory Services, LLC
UNCHANGED22222200%$75.6K$88.1K+$12.5K2026-11-06
Hilton Head Capital Partners, LLC
UNCHANGED22222200%$75.7K$88.2K+$12.5K2026-10-23
Collier Financial
DECREASED220240-20-8%$81.8K$87.4K+$5.6K2026-11-06
Raleigh Capital Management Inc.
DECREASED218222-4-2%$75.7K$86.6K+$10.9K2026-10-28
Pathway Financial Advisers, LLC
NEW217—+217——$86.0K—2026-10-27
Lloyd Advisory Services, Llc.
UNCHANGED21521500%$73.3K$85.5K+$12.2K2026-11-02
Strengthening Families & Communities, LLC
UNCHANGED20920900%$71.3K$83.0K+$11.8K2026-10-21
Kentucky Trust Co
UNCHANGED20520500%$69.9K$81.4K+$11.5K2026-10-15
Byrne Asset Management LLC
INCREASED202192+10+5%$65.5K$80.0K+$14.6K2026-10-06
IAG Wealth Partners, LLC
UNCHANGED20020000%$68.2K$79.5K+$11.3K2026-11-06
Pacifica Partners Inc.
UNCHANGED18618600%$64.7K$73.7K+$9.0K2026-10-09
Concord Wealth Partners
DECREASED181312-131-42%$106.4K$72.1K-$34.3K2026-11-02
LFA - Lugano Financial Advisors SA
UNCHANGED16016000%$54.6K$63.6K+$9.0K2026-11-03
GK Wealth Management LLC
NEW159—+159——$63.2K—2026-10-09
Marquette Asset Management, LLC
UNCHANGED15315300%$52.2K$60.8K+$8.6K2026-10-09
North Point Portfolio Managers Corp
NEW150—+150——$59.6K—2026-10-07
MTM Investment Management, LLC
UNCHANGED15015000%$51.2K$59.6K+$8.4K2026-10-30
Cape Investment Advisory, Inc.
INCREASED14694+52+55%$32.1K$58.0K+$26.0K2026-10-13
Retirement Wealth Solutions LLC
INCREASED13786+51+59%$29.3K$54.4K+$25.1K2026-10-07
Kingdom Financial Group Llc.
INCREASED134121+13+11%$41.3K$53.2K+$12.0K2026-11-04
Bay Harbor Wealth Management, LLC
INCREASED13078+52+67%$26.6K$51.7K+$25.1K2026-11-03
Hughes Financial Services, LLC
INCREASED124110+14+13%$37.5K$47.2K+$9.7K2026-10-30
Princeton Global Asset Management LLC
UNCHANGED12412400%$42.3K$49.3K+$7.0K2026-10-21
Strategic Advocates LLC
DECREASED122433-311-72%$147.7K$48.5K-$99.2K2026-11-03
Key FInancial Inc
INCREASED11736+81+225%$12.3K$46.5K+$34.2K2026-11-02
Evolution Wealth Management Inc.
DECREASED116164-48-29%$55.9K$46.1K-$9.8K2026-10-28
DT Investment Partners, LLC
UNCHANGED11511500%$39.2K$45.7K+$6.5K2026-10-27
Meriwether Wealth & Planning, LLC
NEW114—+114——$45.3K—2026-10-13
First Premier Bank
UNCHANGED11411400%$39$45+$62026-10-13
Cedar Mountain Advisors, LLC
DECREASED113166-53-32%$56.6K$44.9K-$11.7K2026-10-15
Bare Financial Services, Inc
INCREASED10794+13+14%$32.1K$42.5K+$10.5K2026-11-04
Balance Wealth Partners LLC
NEW106—+106——$42.2K—2026-10-27
Comprehensive Financial Planning, Inc.
UNCHANGED10610600%$36.1K$42.1K+$6.0K2026-10-27
Beacon Financial Strategies Corp
NEW101—+101——$40.1K—2026-10-14
Steph & Co
INCREASED10196+5+5%$32.7K$40.1K+$7.4K2026-10-07
Private Wealth Management Group, LLC
UNCHANGED10110100%$34.4K$40.1K+$5.7K2026-10-19
Nova Financial LLC
NEW100—+100——$39.7K—2026-11-04
Pioneer Family Office, LLC
DECREASED100150-50-33%$51.2K$39.7K-$11.4K2026-10-30
Tsfg, LLC
DECREASED95195-100-51%$66.0K$38-$66.0K2026-10-23
Creative Capital Management Investments LLC
INCREASED9528+67+239%$9.5K$37.7K+$28.2K2026-10-28
DecisionPoint Financial, LLC
DECREASED93156-63-40%$54.9K$36.9K-$18.1K2026-10-27
IFS Advisors, LLC
UNCHANGED898900%$30.4K$35.4K+$5.0K2026-10-14
SRH Advisors, LLC
UNCHANGED888800%$30.0K$35.0K+$5.0K2026-10-22
Gen-Wealth Partners Inc
UNCHANGED888800%$30.0K$35.0K+$5.0K2026-11-04
Clark Wealth Partners
INCREASED8776+11+14%$25.9K$34.6K+$8.6K2026-10-19
Financial Network Wealth Advisors LLC
DECREASED85143-58-41%$48.8K$33.8K-$15.0K2026-10-28
FNY Investment Advisers, LLC
DECREASED823,020-2,938-97%$1.0K$32-$9972026-10-16
Baer Investment Advisory LLC
NEW79—+79——$31.4K—2026-10-13
Putney Financial Group LLC
NEW77—+77——$30.6K—2026-10-30
Maryland Capital Advisors Inc.
UNCHANGED767600%$25.9K$30.2K+$4.3K2026-10-15
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED7530+45+150%$10$30+$202026-10-14
Southern Michigan Bank & Trust
DECREASED7591-16-18%$31.0K$29.8K-$1.2K2026-10-19
Addison Advisors LLC
INCREASED6752+15+29%$17.8K$26.6K+$8.9K2026-11-06
Mascoma Wealth Management LLC
DECREASED6670-4-6%$23.9K$26.2K+$2.4K2026-10-23
Contravisory Investment Management, Inc.
INCREASED6349+14+29%$16.7K$25.0K+$8.3K2026-10-13
Halbert Hargrove Global Advisors, LLC
INCREASED607+53+757%$2.4K$23.8K+$21.5K2026-10-16
Foster Dykema Cabot & Partners, LLC
UNCHANGED606000%$20.5K$23.8K+$3.4K2026-10-30
Valued Wealth Advisors LLC
DECREASED5961-2-3%$20.8K$23.4K+$2.6K2026-11-05
Burk Holdings LLC
INCREASED5822+36+164%$7.5K$23.0K+$15.5K2026-11-05
Acumen Wealth Advisors, LLC
INCREASED5739+18+46%$13.3K$22.6K+$9.3K2026-11-05
Virginia Estate & Retirement Planning Advisors Inc.
UNCHANGED565600%$19.1K$22.2K+$3.2K2026-10-14
Jnba Financial Advisors
INCREASED5424+30+125%$8.2K$21.5K+$13.3K2026-11-03
Planning Strategies Inc.
INCREASED5449+5+10%$16.7K$21.5K+$4.7K2026-10-02
Luken Investment Analytics, LLC
UNCHANGED525200%$17.7K$20.7K+$2.9K2026-11-06
Richardson Capital Management LLC
INCREASED4534+11+32%$11.6K$17.9K+$6.3K2026-10-23
Smallwood Wealth Investment Management, LLC
INCREASED4226+16+62%$8.9K$16.7K+$7.8K2026-10-30
Paladin Partners, LLC
UNCHANGED424200%$14.3K$16.7K+$2.4K2026-10-06
United Financial Planning Group LLC
UNCHANGED404000%$13.6K$15.9K+$2.3K2026-11-04
Trust Co
INCREASED3813+25+192%$4.6K$15.3K+$10.7K2026-10-09
Coston, McIsaac & Partners
INCREASED3830+8+27%$10$15.1K+$15.1K2026-11-06
DiNuzzo Private Wealth, Inc.
INCREASED3735+2+6%$11.9K$14.7K+$2.8K2026-10-16
KFG LLC
NEW36—+36——$14.3K—2026-11-02
Essential Partners LLC
UNCHANGED363600%$12.3K$14.3K+$2.0K2026-10-14
Bernzott Capital Advisors
NEW31—+31——$12.3K—2026-10-29
Reyes Financial Architecture, Inc.
NEW30—+30——$11.9K—2026-10-22
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED303000%$10.2K$11.9K+$1.7K2026-10-28
MJT & Associates Financial Advisory Group, Inc.
DECREASED2992-63-68%$31.4K$11.5K-$19.9K2026-10-07
Country Trust Bank
INCREASED2614+12+86%$4.8K$10.3K+$5.6K2026-10-30
New England Capital Financial Advisors LLC
UNCHANGED242400%$8.2K$9.5K+$1.4K2026-11-03
Kennebec Savings Bank
UNCHANGED242400%$8.2K$9.5K+$1.4K2026-10-22
Davis Capital Management
INCREASED2321+2+10%$7.2K$9.1K+$2.0K2026-10-08
Morton Brown Family Wealth, LLC
DECREASED2122-1-5%$7.5K$8.3K+$8422026-10-23
USA Financial Formulas
NEW20—+20——$7.9K—2026-10-16
Key Capital Management, Inc
DECREASED20114-94-82%$38.9K$7.9K-$30.9K2026-11-03
Breakwater Investment Management
INCREASED1710+7+70%$3.4K$6.8K+$3.3K2026-10-20
Noble Wealth Management PBC
INCREASED165+11+220%$1.7K$6.4K+$4.7K2026-10-01
WestEnd Advisors, LLC
UNCHANGED151500%$5.1K$6.0K+$8452026-10-27
PayPay Securities Corp
UNCHANGED151500%$5.1K$6.0K+$8452026-10-27
Quest 10 Wealth Builders, Inc.
INCREASED133+10+333%$962$5.1K+$4.1K2026-11-02
GGM Financial LLC
UNCHANGED131300%$4.4K$5.2K+$7322026-11-05
Birchwood Financial Partners, Inc.
NEW11—+11——$4.4K—2026-11-02
Signature Resources Capital Management, LLC
INCREASED118+3+38%$2.7K$4.4K+$1.6K2026-10-16
GoalVest Advisory LLC
INCREASED119+2+22%$3.1K$4.4K+$1.3K2026-10-02
Midwest Capital Advisors, LLC
NEW10—+10——$4.0K—2026-11-04
Laurel Wealth Advisors LLC
NEW10—+10——$4.0K—2026-10-27
Gleason Group, Inc.
UNCHANGED101000%$3.4K$4.0K+$5632026-10-15
Nvest Wealth Strategies, Inc.
UNCHANGED101000%$3.4K$4.0K+$5632026-10-14
Intelligent Financial Strategies
NEW6—+6——$2.4K—2026-10-16
Cherry Tree Wealth Management, LLC
UNCHANGED6600%$2.0K$2.4K+$3372026-10-15
Phillip James Consulting Co.
UNCHANGED6600%$2.0K$2.4K+$3382026-11-03
Next Level Wealth Planning, LLC
NEW5—+5——$2.0K—2026-10-29
Maseco LLP
NEW4—+4——$1.6K—2026-10-27
Godsey & Gibb, Inc
NEW4—+4——$1.6K—2026-10-14
3 Factor Indexing, LLC
UNCHANGED2200%$683$795+$1122026-10-15
Monetary Solutions, Ltd
NEW1—+1——$397—2026-10-22
Sunrise Financial Services, LLC
UNCHANGED1100%$341$397+$562026-10-21
Banque Pictet & CIE SA
CLOSED0130,587-130,587-100%$44.5M$0-$44.5M2026-10-16
Broad Peak Investment Advisers Pte Ltd
CLOSED055,000-55,000-100%$18.8M$0-$18.8M2026-11-02
Agur Provident & Training Funds Management LTD
CLOSED032,100-32,100-100%$103.0K$0-$103.0K2026-11-02
Exane Asset Management
CLOSED027,400-27,400-100%$10.7M$0-$10.7M2026-10-22
Jefferies Financial Group Inc.
CLOSED020,335-20,335-100%$6.9M$0-$6.9M2026-11-05
Simplex Trading, LLC
CLOSED014,905-14,905-100%$5.1M$0-$5.1M2026-11-04
DB Fitzpatrick & Co, Inc
CLOSED03,883-3,883-100%$1.3M$0-$1.3M2026-10-19
M&G Plc
CLOSED03,657-3,657-100%$1.2M$0-$1.2M2026-11-04
TFB Advisors LLC
CLOSED01,905-1,905-100%$649.6K$0-$649.6K2026-11-02
City Center Advisors, LLC
CLOSED01,781-1,781-100%$607.4K$0-$607.4K2026-10-08
Wedge Capital Management L L P
CLOSED01,568-1,568-100%$534.7K$0-$534.7K2026-10-13
Wakefield Asset Management Lllp
CLOSED01,454-1,454-100%$495.8K$0-$495.8K2026-11-05
Counterpoint Mutual Funds LLC
CLOSED01,397-1,397-100%$476.4K$0-$476.4K2026-10-16
Pictet Bank & Trust Ltd
CLOSED01,323-1,323-100%$451.2K$0-$451.2K2026-10-21
Gallacher Capital Management LLC
CLOSED01,290-1,290-100%$439.9K$0-$439.9K2026-10-30
Sepio Capital, LP
CLOSED01,175-1,175-100%$400.7K$0-$400.7K2026-10-22
Sensible Money, LLC
CLOSED01,091-1,091-100%$372.1K$0-$372.1K2026-10-20
WT Wealth Management
CLOSED01,030-1,030-100%$351.3K$0-$351.3K2026-10-13
MQS Management LLC
CLOSED0850-850-100%$289.9K$0-$289.9K2026-11-06
Pacific Excel Wealth Advisors, Inc.
CLOSED0819-819-100%$279.3K$0-$279.3K2026-10-27
VCI Wealth Management LLC
CLOSED0792-792-100%$270.1K$0-$270.1K2026-10-29
Balentine LLC
CLOSED0738-738-100%$251.7K$0-$251.7K2026-11-03
Hennessy Advisors Inc
CLOSED0733-733-100%$250.0K$0-$250.0K2026-10-28
Sage Mountain Advisors LLC
CLOSED0731-731-100%$249.3K$0-$249.3K2026-11-02
Zega Investments, LLC
CLOSED0727-727-100%$247.9K$0-$247.9K2026-11-04
Cerro Pacific Wealth Advisors LLC
CLOSED0692-692-100%$236.0K$0-$236.0K2026-10-22
Meridian Investment Counsel Inc.
CLOSED0670-670-100%$228.5K$0-$228.5K2026-10-14
OAK Family Advisors, LLC
CLOSED0665-665-100%$226.8K$0-$226.8K2026-10-19
Cannon Advisors, Inc.
CLOSED0639-639-100%$225.5K$0-$225.5K2026-10-14
Hendershot Investments Inc.
CLOSED0631-631-100%$215.2K$0-$215.2K2026-11-05
Shariaportfolio, Inc.
CLOSED0625-625-100%$213.1K$0-$213.1K2026-10-20
Elite Wealth Management, Inc.
CLOSED0621-621-100%$211.8K$0-$211.8K2026-11-03
Verity & Verity, LLC
CLOSED0620-620-100%$211.4K$0-$211.4K2026-10-23
Bedel Financial Consulting, Inc.
CLOSED0610-610-100%$208.0K$0-$208.0K2026-11-06
Altfest L J & Co Inc
CLOSED0589-589-100%$200.9K$0-$200.9K2026-10-27
Spectrum Wealth Advisory Group, LLC
CLOSED0368-368-100%$125.5K$0-$125.5K2026-10-29
Stone House Investment Management, LLC
CLOSED0367-367-100%$125.2K$0-$125.2K2026-10-23
Wellington Grp LLC
CLOSED0336-336-100%$53.9K$0-$53.9K2026-11-06
Hickory Point Bank & Trust
CLOSED0300-300-100%$102.3K$0-$102.3K2026-10-01
Bullseye Investment Management, LLC
CLOSED0160-160-100%$54.6K$0-$54.6K2026-10-29
Old Second National Bank of Aurora
CLOSED0150-150-100%$51.2K$0-$51.2K2026-10-22
SBK Financial, Inc.
CLOSED0150-150-100%$51.2K$0-$51.2K2026-11-02
LifeSteps Financial, Inc.
CLOSED0131-131-100%$44.7K$0-$44.7K2026-10-15
Gill Capital Partners, LLC
CLOSED0104-104-100%$35.5K$0-$35.5K2026-10-13
Jcic Asset Management Inc.
CLOSED0103-103-100%$16.5K$0-$16.5K2026-10-30
Robinswood Financial LLC
CLOSED078-78-100%$26.6K$0-$26.6K2026-10-20
Solstein Capital, LLC
CLOSED076-76-100%$25.9K$0-$25.9K2026-11-02
Vermillion Wealth Management, Inc.
CLOSED035-35-100%$11.9K$0-$11.9K2026-10-26
Commonwealth Retirement Investments LLC
CLOSED019-19-100%$6.5K$0-$6.5K2026-10-26
NorthAvenue LLC
CLOSED018-18-100%$6.1K$0-$6.1K2026-10-29
Whipplewood Advisors, LLC
CLOSED012-12-100%$4.1K$0-$4.1K2026-10-20
CKW Financial Group
CLOSED08-8-100%$3$0-$32026-10-29
Evolution Advisers, Inc.
CLOSED02-2-100%$0$0$02026-11-06
Navigoe, LLC
CLOSED01-1-100%$0$0$02026-11-04
Intact Investment Management Inc.
CLOSED000—$0$0$02026-11-03
Prairie Wealth Advisors, Inc.
UNCHANGED000—$3.0M$3.9M+$923.2K2026-10-29
BlackRock, Inc.
N/A—75,753,509-75,753,509-100%$25.8B———
Vanguard Capital Management LLC
N/A—53,129,128-53,129,128-100%$18.1B———
State Street Corp
N/A—36,979,497-36,979,497-100%$12.6B———
Morgan Stanley
N/A—29,450,112-29,450,112-100%$10.0B———
Invesco Ltd.
N/A—25,647,946-25,647,946-100%$8.7B———
Bank of America Corp
N/A—22,681,876-22,681,876-100%$7.7B———
JPMorgan Chase & Co
N/A—21,715,578-21,715,578-100%$7.2B———
FMR LLC
N/A—20,054,462-20,054,462-100%$6.8B———
Vanguard Portfolio Management LLC
N/A—19,347,649-19,347,649-100%$6.6B———
Norges Bank
N/A—9,750,674-9,750,674-100%$3.3B———
Nuveen, LLC
N/A—9,013,366-9,013,366-100%$3.1B———
UBS Asset Management Americas LLC
N/A—8,778,963-8,778,963-100%$3.0B———
Northern Trust Corp
N/A—8,757,797-8,757,797-100%$3.0B———
Goldman Sachs Group Inc
N/A—7,933,568-7,933,568-100%$2.7B———
Royal Bank of Canada
N/A—6,959,433-6,959,433-100%$2.4B———
UBS Group AG
N/A—6,758,096-6,758,096-100%$2.3B———
Ameriprise Financial Inc
N/A—6,563,374-6,563,374-100%$2.2B———
Charles Schwab Investment Management Inc
N/A—6,382,853-6,382,853-100%$2.2B———
Wells Fargo & Company
N/A—5,968,975-5,968,975-100%$2.0B———
Legal & General Group Plc
N/A—5,771,815-5,771,815-100%$2.0B———
First Trust Advisors LP
N/A—5,255,509-5,255,509-100%$1.8B———
Vanguard Fiduciary Trust Co
N/A—4,663,303-4,663,303-100%$1.6B———
Price T Rowe Associates Inc
N/A—4,155,391-4,155,391-100%$1.4B———
Clearbridge Investments, LLC
N/A—4,155,088-4,155,088-100%$1.4B———
Bank of Montreal
N/A—2,971,233-2,971,233-100%$1.0B———
BNP Paribas Asset Management Holding S.A.
N/A—2,923,047-2,923,047-100%$996.6M———
Wellington Management Group LLP
N/A—2,774,225-2,774,225-100%$946.1M———
Franklin Resources Inc
N/A—2,651,188-2,651,188-100%$904.1M———
Swiss National Bank
N/A—2,287,315-2,287,315-100%$780.0M———
Raymond James Financial Inc
N/A—2,206,527-2,206,527-100%$752.5M———
Jane Street Group, LLC
N/A—2,200,492-2,200,492-100%$750.4M———
Voya Investment Management LLC
N/A—2,155,423-2,155,423-100%$735.0M———
Stifel Financial Corp
N/A—2,108,508-2,108,508-100%$719.0M———
National Pension Service
N/A—1,955,902-1,955,902-100%$667.0M———
Schroder Investment Management Group
N/A—1,890,330-1,890,330-100%$644.6M———
Lazard Asset Management LLC
N/A—1,814,830-1,814,830-100%$618.9M———
Vanguard Global Advisers, LLC
N/A—1,748,865-1,748,865-100%$596.4M———
HSBC Holdings PLC
N/A—1,738,183-1,738,183-100%$592.3M———
Polar Capital Holdings Plc
N/A—1,672,688-1,672,688-100%$570.4M———
Vanguard Asset Management, Ltd
N/A—1,568,853-1,568,853-100%$535.0M———
BNP Paribas Financial Markets
N/A—1,506,801-1,506,801-100%$513.8M———
Citadel Advisors LLC
N/A—1,499,125-1,499,125-100%$511.2M———
Employees Provident Fund Board
N/A—1,483,872-1,483,872-100%$506.0M———
Rhumbline Advisers
N/A—1,379,343-1,379,343-100%$470.4M———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—1,378,110-1,378,110-100%$469.9M———
California Public Employees Retirement System
N/A—1,356,049-1,356,049-100%$462.4M———
Nordea Investment Management AB
N/A—1,344,016-1,344,016-100%$452.1M———
Alliancebernstein L.P.
N/A—1,274,081-1,274,081-100%$204.3M———
CIBC Bancorp USA Inc.
N/A—1,226,765-1,226,765-100%$418.3M———
Blair William & Co
N/A—1,226,519-1,226,519-100%$418.3M———
California State Teachers Retirement System
N/A—1,225,032-1,225,032-100%$417.8M———
Captrust Financial Advisors
N/A—1,217,668-1,217,668-100%$415.2M———
American Century Companies Inc
N/A—1,217,568-1,217,568-100%$415.2M———
Victory Capital Management Inc
N/A—1,114,157-1,114,157-100%$379.9M———
Neuberger Berman Group LLC
N/A—1,077,767-1,077,767-100%$367.5M———
Brown Advisory Inc
N/A—1,059,527-1,059,527-100%$361.3M———
Public Employees Retirement Association of Colorado
N/A—1,051,624-1,051,624-100%$358.6M———
Capital Research Global Investors
N/A—1,037,093-1,037,093-100%$353.7M———
Van Eck Associates Corp
N/A—1,028,476-1,028,476-100%$350.7M———
Primecap Management Co
N/A—1,019,890-1,019,890-100%$347.8M———
Cerity Partners LLC
N/A—1,012,015-1,012,015-100%$345.1M———
Envestnet Asset Management Inc
N/A—1,010,228-1,010,228-100%$344.5M———
Rockefeller Capital Management L.P.
N/A—983,075-983,075-100%$335.2M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—976,561-976,561-100%$332.9M———
New York State Common Retirement Fund
N/A—921,892-921,892-100%$314.4M———
SG Americas Securities, LLC
N/A—898,062-898,062-100%$306.3M———
Vident Advisory, LLC
N/A—896,838-896,838-100%$305.8M———
Atreides Management, LP
N/A—876,954-876,954-100%$299.1M———
Storebrand Asset Management AS
N/A—865,983-865,983-100%$295.3M———
Canada Pension Plan Investment Board
N/A—859,582-859,582-100%$293.1M———
Jupiter Topco LLC
N/A—857,804-857,804-100%$292.2M———
ABN Amro Bank N.V.
N/A—826,889-826,889-100%$281.6M———
Brown Brothers Harriman & Co
N/A—821,125-821,125-100%$280.0M———
Rathbones Group PLC
N/A—819,290-819,290-100%$279.4M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—809,489-809,489-100%$276.1M———
HighTower Advisors, LLC
N/A—803,974-803,974-100%$274.2M———
TCW Group Inc
N/A—802,347-802,347-100%$273.6M———
Aviva PLC
N/A—796,869-796,869-100%$271.7M———
Canada Life Assurance Co
N/A—796,374-796,374-100%$271.0M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—791,795-791,795-100%$269.7M———
Natixis Advisors, LLC
N/A—788,937-788,937-100%$269.0M———
AQR Capital Management LLC
N/A—780,792-780,792-100%$265.7M———
Adage Capital Partners GP, L.L.C.
N/A—768,300-768,300-100%$262.0M———
Manufacturers Life Insurance Company, the
N/A—753,622-753,622-100%$257.0M———
Jones Financial Companies Lllp
N/A—752,974-752,974-100%$229.5M———
Phoenix Financial Ltd.
N/A—750,730-750,730-100%$256.0M———
Susquehanna International Group, LLP
N/A—745,472-745,472-100%$254.2M———
Bessemer Group Inc
N/A—741,176-741,176-100%$252.8M———
National Bank of Canada
N/A—739,323-739,323-100%$251.8M———
Migdal Insurance & Financial Holdings Ltd.
N/A—731,523-731,523-100%$249.4M———
Davis R M Inc
N/A—693,408-693,408-100%$236.5M———
State Board of Administration of Florida Retirement System
N/A—682,604-682,604-100%$232.8M———
APG Asset Management N.V.
N/A—680,760-680,760-100%$203.1M———
Bridges Investment Management Inc
N/A—678,562-678,562-100%$231.4M———
Westfield Capital Management Co LP
N/A—658,331-658,331-100%$224.5M———
Capital International Investors
N/A—654,390-654,390-100%$223.2M———
Ensign Peak Advisors, Inc
N/A—650,811-650,811-100%$221.9M———
Focus Partners Wealth
N/A—650,687-650,687-100%$221.9M———
Employees Retirement System of Texas
N/A—617,726-617,726-100%$210.7M———
Korea Investment Corp
N/A—612,015-612,015-100%$208.7M———
Mairs & Power Inc
N/A—599,841-599,841-100%$204.6M———
Huntington National Bank
N/A—597,325-597,325-100%$203.7M———
Commerce Bank
N/A—590,311-590,311-100%$201.3M———
Mariner, LLC
N/A—579,977-579,977-100%$197.7M———
Scotia Capital Inc.
N/A—579,794-579,794-100%$197.7M———
American Capital Management Inc
N/A—572,934-572,934-100%$195.4M———
Mizuho Markets Cayman LP
N/A—570,105-570,105-100%$194.4M———
1832 Asset Management L.P.
N/A—567,729-567,729-100%$193.6M———
Northwestern Mutual Wealth Management Co
N/A—550,489-550,489-100%$187.7M———
Credit Agricole S A
N/A—548,998-548,998-100%$187.2M———
Handelsbanken Fonder AB
N/A—537,550-537,550-100%$183.3K———
Groupama Asset Managment
N/A—531,922-531,922-100%$177.9M———
Bowen Hanes & Co Inc
N/A—524,331-524,331-100%$84.1M———
TD Asset Management Inc
N/A—520,799-520,799-100%$177.6M———
Penserra Capital Management LLC
N/A—512,563-512,563-100%$174.8M———
Danske Bank A/S
N/A—498,959-498,959-100%$170.2M———
Marshall Wace, LLP
N/A—485,051-485,051-100%$165.4M———
Prudential Financial Inc
N/A—472,881-472,881-100%$161.3M———
Baird Financial Group, Inc.
N/A—471,534-471,534-100%$160.8M———
Quantinno Capital Management LP
N/A—471,468-471,468-100%$160.8M———
Acadian Asset Management LLC
N/A—470,621-470,621-100%$160.5M———
NewEdge Advisors, LLC
N/A—467,364-467,364-100%$159.4M———
Lansforsakringar Fondforvaltning AB (publ)
N/A—439,360-439,360-100%$149.8M———
State of Wisconsin Investment Board
N/A—432,689-432,689-100%$147.6M———
Cetera Investment Advisers
N/A—429,408-429,408-100%$146.4M———
Klingenstein Fields & Co LP
N/A—426,619-426,619-100%$145.5M———
Vanguard Investments Australia, Ltd.
N/A—414,953-414,953-100%$141.5M———
Mitsubishi UFJ Trust & Banking Corp
N/A—413,419-413,419-100%$141.0M———
Millennium Management LLC
N/A—403,172-403,172-100%$137.5M———
Janney Montgomery Scott LLC
N/A—393,652-393,652-100%$134.2M———
Osaic Holdings, Inc.
N/A—393,015-393,015-100%$134.0M———
Chevy Chase Trust Holdings, LLC
N/A—392,865-392,865-100%$134.0M———
Royal London Asset Management LTD
N/A—388,809-388,809-100%$132.6M———
Bartlett & Co. Wealth Management LLC
N/A—377,013-377,013-100%$128.6M———
Advisors Capital Management, LLC
N/A—371,240-371,240-100%$126.6M———
Stony Point Capital LLC
N/A—370,769-370,769-100%$126.4M———
KLP Kapitalforvaltning AS
N/A—359,916-359,916-100%$122.7M———
Toronto Dominion Bank
N/A—355,275-355,275-100%$121.2M———
DJE Kapital AG
N/A—352,384-352,384-100%$123.3M———
Federation des caisses Desjardins du Quebec
N/A—351,971-351,971-100%$120.0M———
CI Investments Inc.
N/A—350,855-350,855-100%$119.6M———
Treasurer of the State of North Carolina
N/A—343,493-343,493-100%$117.1M———
Rafferty Asset Management, LLC
N/A—340,725-340,725-100%$116.2M———
Pacer Advisors, Inc.
N/A—340,616-340,616-100%$116.2M———
Nomura Asset Management Co LTD
N/A—325,760-325,760-100%$111.1M———
Banque Transatlantique SA
N/A—322,533-322,533-100%$61.9M———
Public Employees Retirement System of Ohio
N/A—305,775-305,775-100%$104.3M———
Capital Advisors Inc
N/A—297,911-297,911-100%$101.6M———
Holocene Advisors, LP
N/A—295,304-295,304-100%$100.7M———
State of Tennessee, Department of Treasury
N/A—290,348-290,348-100%$99.0M———
Erste Asset Management GmbH
N/A—289,615-289,615-100%$95.4M———
Trillium Asset Management, LLC
N/A—287,388-287,388-100%$98.0M———
BNP Paribas
N/A—286,837-286,837-100%$97.0M———
Triodos Investment Management BV
N/A—285,300-285,300-100%$97.2M———
SEI Investments Co
N/A—275,796-275,796-100%$94.0M———
Guggenheim Capital LLC
N/A—274,135-274,135-100%$93.5M———
Pinebridge Investments LLC
N/A—272,486-272,486-100%$92.9M———
MML Investors Services, LLC
N/A—259,724-259,724-100%$88.6M———
Liontrust Investment Partners LLP
N/A—252,805-252,805-100%$86.2M———
Eventide Asset Management, LLC
N/A—251,535-251,535-100%$85.7M———
Menora Mivtachim Holdings Ltd.
N/A—248,100-248,100-100%$84.6M———
Resona Asset Management Co.,Ltd.
N/A—243,703-243,703-100%$82.6M———
Beacon Pointe Advisors, LLC
N/A—243,306-243,306-100%$83.0M———
Thomasville National Bank
N/A—242,809-242,809-100%$82.8M———
Groupe la Francaise
N/A—242,384-242,384-100%$81.1M———
Nissay Asset Management Corp N
N/A—240,842-240,842-100%$82.1M———
Teacher Retirement System of Texas
N/A—238,721-238,721-100%$81.4M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—238,210-238,210-100%$81.2M———
EP Wealth Advisors, LLC
N/A—237,773-237,773-100%$81.1M———
Atlantic Union Bankshares Corp
N/A—237,433-237,433-100%$81.0M———
Sanctuary Advisors, LLC
N/A—235,582-235,582-100%$80.3M———
Flputnam Investment Management Co
N/A—235,239-235,239-100%$80.2M———
Clal Insurance Enterprises Holdings Ltd
N/A—232,499-232,499-100%$79.3M———
Tredje Ap-fonden
N/A—229,733-229,733-100%$78.3M———
Mercer Global Advisors Inc
N/A—225,680-225,680-100%$77.0M———
Empowered Funds, LLC
N/A—223,656-223,656-100%$76.3M———
Federated Hermes, Inc.
N/A—223,249-223,249-100%$76.1M———
Steward Partners Investment Advisory, LLC
N/A—222,654-222,654-100%$75.9M———
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
N/A—221,469-221,469-100%$75.5M———
Commerzbank Aktiengesellschaft
N/A—217,701-217,701-100%$74.2M———
MetLife Investment Management, LLC
N/A—217,137-217,137-100%$74.0M———
Tidal Investments LLC
N/A—216,759-216,759-100%$73.9M———
&partners
N/A—213,317-213,317-100%$72.6M———
Stock Yards Bank & Trust Co
N/A—208,789-208,789-100%$71.2M———
Tocqueville Asset Management L.P.
N/A—208,149-208,149-100%$71.0M———
CIBC World Market Inc.
N/A—200,411-200,411-100%$68.3M———
MayTech Global Investments, LLC
N/A—185,946-185,946-100%$63.4M———
D. E. Shaw & Co., Inc.
N/A—184,064-184,064-100%$62.8M———
LGT Group Foundation
N/A—182,846-182,846-100%$62.4M———
Squarepoint Ops LLC
N/A—181,779-181,779-100%$62.0M———
DnB Asset Management AS
N/A—181,136-181,136-100%$61.8M———
Omers Administration Corp
N/A—180,868-180,868-100%$61.7M———
USS Investment Management Ltd
N/A—179,045-179,045-100%$61.0M———
Allianz Asset Management GmbH
N/A—174,586-174,586-100%$59.5M———
Nomura Holdings Inc
N/A—173,552-173,552-100%$59.2M———
M&T Bank Corp
N/A—173,377-173,377-100%$59.1M———
Curi Capital, LLC
N/A—167,402-167,402-100%$57.1M———
Pinnacle Financial Partners, Inc.
N/A—167,383-167,383-100%$57.1M———
Segall Bryant & Hamill, LLC
N/A—160,869-160,869-100%$54.9M———
Alta Park Capital, LP
N/A—160,554-160,554-100%$54.8M———
Life Cycle Investment Partners Ltd
N/A—153,205-153,205-100%$52.2M———
Man Group plc
N/A—151,550-151,550-100%$51.7M———
Avalon Global Asset Management LLC
N/A—149,640-149,640-100%$51.0M———
Public Sector Pension Investment Board
N/A—146,134-146,134-100%$49.8M———
MAI Capital Management
N/A—145,487-145,487-100%$49.6M———
ST Germain D J Co Inc
N/A—142,411-142,411-100%$48.6M———
Harvest Portfolios Group Inc.
N/A—141,837-141,837-100%$48.4M———
Sandhill Capital Partners LLC
N/A—141,336-141,336-100%$48.2M———
Marco Investment Management LLC
N/A—140,085-140,085-100%$47.8M———
Zurich Insurance Group Ltd
N/A—138,277-138,277-100%$47.2M———
Wedbush Fund Advisers, LLC
N/A—136,553-136,553-100%$46.6M———
Hancock Whitney Corp
N/A—136,152-136,152-100%$46.4M———
Boston Family Office LLC
N/A—135,164-135,164-100%$46.1M———
O'shaughnessy Asset Management, LLC
N/A—129,721-129,721-100%$44.2M———
CapitalatWork S.A.
N/A—128,800-128,800-100%$43.9M———
Vanguard Personalized Indexing Management, LLC
N/A—128,750-128,750-100%$43.9M———
Peak6 LLC
N/A—125,473-125,473-100%$42.8M———
Zacks Investment Management
N/A—123,774-123,774-100%$42.2M———
Utah Retirement Systems
N/A—122,434-122,434-100%$41.8M———
Macquarie Group LTD
N/A—122,004-122,004-100%$41.6M———
British Columbia Investment Management Corp
N/A—121,604-121,604-100%$41.5M———
Police & Firemen's Retirement System of New Jersey
N/A—120,848-120,848-100%$41.2M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—120,322-120,322-100%$40.9M———
ING Groep NV
N/A—120,154-120,154-100%$41.0M———
Advisors Asset Management, Inc.
N/A—119,088-119,088-100%$40.6M———
Equitable Holdings, Inc.
N/A—118,669-118,669-100%$40.5M———
Varma Mutual Pension Insurance Co
N/A—118,624-118,624-100%$40.5M———
Duquesne Family Office LLC
N/A—116,650-116,650-100%$39.8M———
Foundations Investment Advisors, LLC
N/A—116,335-116,335-100%$39.7M———
National Philanthropic Trust
N/A—114,582-114,582-100%$39.1M———
Colonial Trust Advisors
N/A—113,508-113,508-100%$38.7M———
Avalon Trust Co
N/A—111,705-111,705-100%$38.1M———
Prudential PLC
N/A—111,270-111,270-100%$37.9M———
Ilmarinen Mutual Pension Insurance Co
N/A—108,570-108,570-100%$37.0M———
Sequoia Financial Advisors, LLC
N/A—108,160-108,160-100%$36.9M———
Intesa Sanpaolo S.p.A.
N/A—107,066-107,066-100%$36.5M———
Champlain Investment Partners, LLC
N/A—106,814-106,814-100%$36.4M———
Woodline Partners LP
N/A—104,903-104,903-100%$35.8M———
QRG Capital Management, Inc.
N/A—103,822-103,822-100%$35.4M———
LGT Capital Partners Ltd.
N/A—103,024-103,024-100%$35.1M———
Picton Mahoney Asset Management
N/A—101,969-101,969-100%$34.8M———
Iron Gate Global Advisors LLC
N/A—99,117-99,117-100%$33.8M———
Wealthfront Advisers LLC
N/A—98,573-98,573-100%$33.6M———
Pathstone Holdings, LLC
N/A—96,638-96,638-100%$33.0M———
Crosslink Capital Inc
N/A—96,234-96,234-100%$32.8M———
Rothschild Investment LLC
N/A—95,932-95,932-100%$32.7M———
Waverly Advisors, LLC
N/A—95,594-95,594-100%$32.6M———
F/m Investments LLC
N/A—95,508-95,508-100%$32.6M———
United Capital Financial Advisors, LLC
N/A—95,488-95,488-100%$32.6M———
Banco Santander, S.A.
N/A—94,466-94,466-100%$32.2M———
IEQ Capital, LLC
N/A—94,219-94,219-100%$32.1M———
Elo Mutual Pension Insurance Co
N/A—93,512-93,512-100%$31.9M———
Investment Management Corp of Ontario
N/A—92,985-92,985-100%$31.7M———
Shelton Capital Management
N/A—92,495-92,495-100%$31.5M———
S&CO Inc
N/A—91,852-91,852-100%$31.3M———
SIT Investment Associates Inc
N/A—91,842-91,842-100%$31.3M———
NWI Management LP
N/A—90,000-90,000-100%$30.7M———
Bank of Nova Scotia
N/A—89,599-89,599-100%$30.6M———
Geneos Wealth Management Inc.
N/A—87,052-87,052-100%$29.7M———
Hantz Financial Services, Inc.
N/A—86,763-86,763-100%$29.6M———
Silvercrest Asset Management Group LLC
N/A—86,740-86,740-100%$29.6M———
Mirova
N/A—86,461-86,461-100%$29.5M———
Spirepoint Private Client, LLC
N/A—86,429-86,429-100%$29.5M———
Gotham Asset Management, LLC
N/A—86,037-86,037-100%$29.3M———
Stephens Inc
N/A—85,818-85,818-100%$29.3M———
Norinchukin Bank, The
N/A—84,495-84,495-100%$28.8M———
Dnca Finance
N/A—83,940-83,940-100%$28.6M———
Fiduciary Group, LLC
N/A—82,942-82,942-100%$28.3M———
Cary Street Partners Financial LLC
N/A—81,335-81,335-100%$27.7M———
Azimuth Capital Investment Management LLC
N/A—81,069-81,069-100%$27.6M———
Oribel Capital Management, LP
N/A—80,900-80,900-100%$27.6M———
Sumitomo Life Insurance Co
N/A—80,781-80,781-100%$27.5M———
Milford Funds LTD
N/A—80,722-80,722-100%$27.5M———
Bearing Point Capital, LLC
N/A—79,541-79,541-100%$27.1M———
Private Advisor Group, LLC
N/A—77,280-77,280-100%$26.4M———
Fiduciary Trust Co
N/A—76,649-76,649-100%$26.1M———
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
N/A—75,499-75,499-100%$25.7M———
Allstate Corp
N/A—74,818-74,818-100%$25.5M———
Connors Investor Services Inc
N/A—73,485-73,485-100%$25.1M———
Aequim Alternative Investments LP
N/A—73,343-73,343-100%$25.0M———
Mufg Securities Emea plc
N/A—73,055-73,055-100%$24.9M———
KKM Financial LLC
N/A—72,971-72,971-100%$24.6M———
Motco
N/A—72,779-72,779-100%$24.8M———
LMR Partners LLP
N/A—70,975-70,975-100%$24.2M———
Benjamin Edwards Inc
N/A—69,952-69,952-100%$23.9M———
LGT Fund Management Co Ltd.
N/A—67,530-67,530-100%$23.0M———
Stephens Investment Management Group LLC
N/A—67,371-67,371-100%$23.0M———
Proactive Wealth Strategies LLC
N/A—67,278-67,278-100%$22.9M———
Graham Capital Management, L.P.
N/A—67,110-67,110-100%$22.9M———
Ithaka Group LLC
N/A—66,645-66,645-100%$22.7M———
Evelyn Partners Group Ltd
N/A—65,033-65,033-100%$22.2M———
Kelly Lawrence W & Associates Inc
N/A—64,860-64,860-100%$22.1M———
Aptus Capital Advisors, LLC
N/A—64,288-64,288-100%$21.9M———
Vestmark Advisory Solutions, Inc.
N/A—64,250-64,250-100%$21.9M———
EFG International AG
N/A—64,220-64,220-100%$21.9M———
Coastal Bridge Advisors, LLC
N/A—63,911-63,911-100%$21.8M———
Verition Fund Management LLC
N/A—63,880-63,880-100%$21.8M———
Arkadios Wealth Advisors
N/A—63,860-63,860-100%$21.8M———
Mizuho Securities USA LLC
N/A—63,492-63,492-100%$21.7M———
Stratos Wealth Advisors, LLC
N/A—63,171-63,171-100%$21.5M———
Lombard Odier Asset Management (Europe) Ltd
N/A—62,258-62,258-100%$21.2M———
Knollwood Investment Advisory, LLC
N/A—61,962-61,962-100%$21.1M———
Integrated Wealth Concepts LLC
N/A—61,907-61,907-100%$21.1M———
Teachers Retirement System of the State of Kentucky
N/A—61,838-61,838-100%$21.1M———
Andra Ap-fonden
N/A—61,440-61,440-100%$21.0M———
Empower Advisory Group, LLC
N/A—61,291-61,291-100%$20.9M———
Blue Chip Partners, LLC
N/A—60,815-60,815-100%$20.7M———
Harvest Fund Management Co., Ltd
N/A—60,679-60,679-100%$20.7M———
RWA Wealth Partners, LLC
N/A—60,516-60,516-100%$20.6M———
Carroll Investors, Inc
N/A—58,955-58,955-100%$20.1M———
Tiaa Wealth Investment Management LLC
N/A—58,705-58,705-100%$20.0M———
Meridiem Capital Partners LP
N/A—58,016-58,016-100%$19.8M———
Arrowstreet Capital, Limited Partnership
N/A—57,869-57,869-100%$19.7M———
Independent Advisor Alliance
N/A—57,614-57,614-100%$19.6M———
Snowden Capital Advisors LLC
N/A—57,531-57,531-100%$19.6M———
Osborne Partners Capital Management, LLC
N/A—56,975-56,975-100%$19.4M———
Saudi Central Bank
N/A—56,770-56,770-100%$19.4M———
NewEdge Wealth, LLC
N/A—56,508-56,508-100%$19.3M———
Dakota Wealth Management
N/A—56,023-56,023-100%$19.1M———
Portland Global Advisors LLC
N/A—55,176-55,176-100%$18.8M———
Bogart Wealth, LLC
N/A—54,397-54,397-100%$18.6M———
Vestcor Inc
N/A—54,255-54,255-100%$18.5M———
VAN Lanschot Kempen Investment Management N.V.
N/A—51,970-51,970-100%$17.7M———
E Fund Management Co., Ltd.
N/A—51,809-51,809-100%$17.7M———
Banque Cantonale Vaudoise
N/A—51,188-51,188-100%$17.5M———
Peapack Gladstone Financial Corp
N/A—50,901-50,901-100%$17.4M———
Freestone Capital Holdings, LLC
N/A—50,723-50,723-100%$17.3M———
Laffer Tengler Investments, Inc.
N/A—50,555-50,555-100%$17.2M———
Kentucky Retirement Systems
N/A—50,500-50,500-100%$17.2M———
Advisory Services Network, LLC
N/A—49,436-49,436-100%$16.9M———
Balyasny Asset Management L.P.
N/A—49,338-49,338-100%$16.8M———
Dorsey & Whitney Trust Co LLC
N/A—49,049-49,049-100%$16.7M———
SCS Capital Management LLC
N/A—48,388-48,388-100%$16.5M———
Colonial Trust Co / SC
N/A—48,036-48,036-100%$16.4M———
Harvey Partners, LLC
N/A—48,000-48,000-100%$16.4M———
Providence Capital Advisors, LLC
N/A—46,895-46,895-100%$16.0M———
Panagora Asset Management Inc
N/A—46,848-46,848-100%$16.0M———
1ST Source Bank
N/A—46,716-46,716-100%$15.9M———
Elk River Wealth Management LLC
N/A—46,039-46,039-100%$15.7M———
Orion Porfolio Solutions, LLC
N/A—45,648-45,648-100%$15.6M———
Stratos Wealth Partners, Ltd.
N/A—45,643-45,643-100%$15.6M———
Krane Funds Advisors LLC
N/A—45,554-45,554-100%$15.5M———
Daiichi Life Insurance Co., Ltd.
N/A—45,289-45,289-100%$15.4M———
Wills Financial Group LLC
N/A—45,182-45,182-100%$15.4M———
Jennison Associates LLC
N/A—45,094-45,094-100%$15.4M———
Spartan Wealth Advisory Services LLC
N/A—44,150-44,150-100%$15.1M———
Lombard Odier Asset Management (Switzerland) SA
N/A—43,368-43,368-100%$14.8M———
New Age Alpha Advisors, LLC
N/A—43,213-43,213-100%$14.7M———
Ardsley Advisory Partners LP
N/A—43,000-43,000-100%$14.6M———
Sand Hill Global Advisors, LLC
N/A—42,826-42,826-100%$14.6M———
Trinity Legacy Partners, LLC
N/A—42,323-42,323-100%$15.0M———
Whalerock Point Partners, LLC
N/A—42,185-42,185-100%$14.4M———
Oversea-Chinese Banking Corp Ltd
N/A—41,852-41,852-100%$13.9M———
Canal Capital Management, LLC
N/A—41,496-41,496-100%$14.2M———
Moneta Group Investment Advisors LLC
N/A—41,354-41,354-100%$14.1M———
Delta Global Management LP
N/A—40,050-40,050-100%$13.7M———
Fortis Capital Management LLC
N/A—39,303-39,303-100%$13.4M———
NorthCoast Asset Management LLC
N/A—39,060-39,060-100%$13.3M———
Emerald Investment Advisers, LLC
N/A—38,730-38,730-100%$13.2M———
Capital Wealth Planning, LLC
N/A—38,594-38,594-100%$13.2M———
Centiva Capital, LP
N/A—38,326-38,326-100%$13.1M———
Laird Norton Wetherby Trust Company, LLC
N/A—38,195-38,195-100%$13.0M———
Insigneo Advisory Services, LLC
N/A—37,734-37,734-100%$12.9M———
Cresset Asset Management, LLC
N/A—37,598-37,598-100%$12.8M———
Horizon Investments, LLC
N/A—37,243-37,243-100%$12.7M———
Ameritas Investment Partners, Inc.
N/A—36,980-36,980-100%$12.6M———
Hills Bank & Trust Co
N/A—36,872-36,872-100%$12.6M———
Caisse de Depot ET Placement DU Quebec
N/A—36,521-36,521-100%$12.5M———
Alphadyne Asset Management LP
N/A—36,406-36,406-100%$12.4M———
M.D. Sass, LLC
N/A—35,885-35,885-100%$12.2M———
Hamilton Capital Partners Inc.
N/A—35,518-35,518-100%$12.1M———
AE Wealth Management LLC
N/A—35,280-35,280-100%$12.0M———
Sfmg, LLC
N/A—34,942-34,942-100%$11.9M———
Abacus FCF Advisors LLC
N/A—34,887-34,887-100%$11.9M———
Clear Street Group Inc.
N/A—34,721-34,721-100%$11.8M———
Beck Capital Management, LLC
N/A—34,669-34,669-100%$11.8M———
Ossiam
N/A—34,635-34,635-100%$11.8M———
Hamilton Wealth, LLC
N/A—33,754-33,754-100%$11.5M———
Bragg Financial Advisors, Inc
N/A—33,678-33,678-100%$11.5M———
Rice Partnership, LLC
N/A—33,617-33,617-100%$11.5M———
Buffalo Business & Estate Services LTD
N/A—33,497-33,497-100%$11.4M———
Argent Trust Co
N/A—33,494-33,494-100%$11.4M———
Venturi Wealth Management, LLC
N/A—32,855-32,855-100%$11.2M———
Advocacy Wealth Management, LLC
N/A—32,665-32,665-100%$11.1M———
Callan Family Office, LLC
N/A—31,927-31,927-100%$10.9M———
Arax Advisory Partners
N/A—31,780-31,780-100%$10.8M———
BFC Planning, Inc.
N/A—31,746-31,746-100%$10.8M———
Mediolanum International Funds Ltd
N/A—31,674-31,674-100%$10.5M———
Sands Capital Management, LLC
N/A—31,312-31,312-100%$10.7M———
Siemens Fonds Invest GmbH
N/A—31,285-31,285-100%$10.7M———
Ashford Capital Management Inc
N/A—31,191-31,191-100%$10.6M———
Fort Sheridan Advisors LLC
N/A—30,686-30,686-100%$10.5M———
Ingalls & Snyder LLC
N/A—30,468-30,468-100%$10.4M———
Main Management ETF Advisors, LLC
N/A—30,247-30,247-100%$10.3M———
Edmond de Rothschild Holding S.A.
N/A—30,185-30,185-100%$10.3M———
Fidelis Capital Partners, LLC
N/A—29,809-29,809-100%$10.2M———
Johnson Investment Counsel Inc
N/A—29,782-29,782-100%$10.2M———
KR Capital LP
N/A—29,648-29,648-100%$10.1M———
Summit Financial, LLC
N/A—29,633-29,633-100%$10.1M———
Stonebridge Financial Group, LLC
N/A—29,371-29,371-100%$10.0M———
Caisse DES Depots ET Consignations
N/A—29,348-29,348-100%$10.0M———
Metis Global Partners, LLC
N/A—29,278-29,278-100%$10.0M———
Insight Holdings Group, LLC
N/A—29,035-29,035-100%$9.9M———
Fox Hill Wealth Management
N/A—28,571-28,571-100%$9.7M———
Baldwin Investment Management, LLC
N/A—28,553-28,553-100%$9.7M———
Caprock Group, LLC
N/A—28,477-28,477-100%$9.7M———
Composition Wealth, LLC
N/A—27,769-27,769-100%$9.5M———
Nomura Asset Management International Inc.
N/A—27,533-27,533-100%$9.4M———
Financial Gravity Companies, Inc.
N/A—27,309-27,309-100%$9.3M———
CSM Advisors, LLC
N/A—27,254-27,254-100%$9.3M———
Conscious Wealth Investments, LLC
N/A—26,800-26,800-100%$9.2M———
Citizens Business Bank
N/A—26,753-26,753-100%$9.1M———
Modus Advisors, LLC
N/A—26,720-26,720-100%$9.1M———
Glenmede Trust Co NA
N/A—26,688-26,688-100%$9.1M———
Simmons Bank
N/A—26,617-26,617-100%$9.1M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—26,272-26,272-100%$9.0M———
Amica Mutual Insurance Co
N/A—26,244-26,244-100%$9.0M———
SouthState Bank Corp
N/A—26,109-26,109-100%$8.9M———
Northwestern Mutual Investment Management Company, LLC
N/A—26,002-26,002-100%$8.9M———
IHT Wealth Management, LLC
N/A—25,853-25,853-100%$8.8M———
Financial Advisors Network, Inc.
N/A—25,831-25,831-100%$8.8M———
Wealthspire Advisors, LLC
N/A—25,801-25,801-100%$8.8M———
World Investment Advisors
N/A—25,616-25,616-100%$4.4M———
Summit Trail Advisors, LLC
N/A—25,500-25,500-100%$8.7M———
Jaffetilchin Investment Partners, LLC
N/A—25,307-25,307-100%$8.6M———
MidFirst Bank
N/A—25,256-25,256-100%$8.6M———
OneDigital Investment Advisors LLC
N/A—25,037-25,037-100%$8.5M———
Global Retirement Partners, LLC
N/A—24,469-24,469-100%$8.3M———
Mufg Securities Americas Inc.
N/A—24,426-24,426-100%$8.3M———
Envestnet Portfolio Solutions, Inc.
N/A—24,253-24,253-100%$8.3M———
Cambient Family Office, LLC
N/A—24,159-24,159-100%$8.2M———
First Financial Bankshares Inc
N/A—24,043-24,043-100%$8.2M———
Resources Management Corp
N/A—23,774-23,774-100%$8.1M———
WCG Wealth Advisors LLC
N/A—23,504-23,504-100%$8.0M———
Main Street Research LLC
N/A—23,343-23,343-100%$8.0M———
Pallas Capital Advisors LLC
N/A—23,020-23,020-100%$7.9M———
Kultura Capital Management LP
N/A—22,982-22,982-100%$7.8M———
Van Hulzen Asset Management, LLC
N/A—22,856-22,856-100%$7.8M———
Quest Investment Management LLC
N/A—22,826-22,826-100%$7.8M———
First American Trust, FSB
N/A—22,728-22,728-100%$7.8M———
Shufro Rose & Co LLC
N/A—22,541-22,541-100%$7.7M———
Ostrum Asset Management
N/A—22,527-22,527-100%$7.7M———
Bradley Foster & Sargent Inc
N/A—22,515-22,515-100%$7.7M———
L & S Advisors Inc
N/A—22,333-22,333-100%$7.6M———
Savvy Advisors, Inc.
N/A—22,333-22,333-100%$7.6M———
LEE Johnson Capital Management, LLC
N/A—22,173-22,173-100%$7.6M———
Vega Investment Solutions
N/A—21,991-21,991-100%$7.5M———
Sound Capital Solutions LLC
N/A—21,980-21,980-100%$7.5M———
Meeder Advisory Services, Inc.
N/A—21,913-21,913-100%$7.5M———
LM Advisors LLC
N/A—21,871-21,871-100%$7.4M———
Bleakley Financial Group, LLC
N/A—21,784-21,784-100%$7.4M———
GTS Securities LLC
N/A—21,612-21,612-100%$7.4M———
Morse Asset Management, Inc
N/A—21,531-21,531-100%$7.3M———
Danica Pension, Livsforsikringsaktieselskab
N/A—21,501-21,501-100%$7.3M———
Edentree Asset Management Ltd
N/A—21,400-21,400-100%$7.3M———
Red Door Wealth Management, LLC
N/A—21,314-21,314-100%$7.3M———
Meiji Yasuda Asset Management Co Ltd.
N/A—21,261-21,261-100%$7.3M———
Denali Advisors LLC
N/A—21,135-21,135-100%$7.2M———
Meridian Wealth Advisors, LLC
N/A—21,059-21,059-100%$7.2M———
Circle Wealth Management, LLC
N/A—20,963-20,963-100%$7.1M———
Kentucky Retirement Systems Insurance Trust Fund
N/A—20,957-20,957-100%$7.1M———
Kingsview Wealth Management, LLC
N/A—20,822-20,822-100%$7.1M———
Coldstream Capital Management Inc
N/A—20,792-20,792-100%$7.1M———
SGL Investment Advisors, Inc.
N/A—20,770-20,770-100%$8.0M———
B & T Capital Management DBA Alpha Capital Management
N/A—20,601-20,601-100%$7.0M———
Bluespring Wealth Management, LLC
N/A—20,579-20,579-100%$7.0M———
Mutual Advisors, LLC
N/A—20,527-20,527-100%$7.0M———
Alight Capital Management LP
N/A—20,500-20,500-100%$7.0M———
Jupiter Asset Management LTD
N/A—20,301-20,301-100%$6.9M———
Canada Post Corp Registered Pension Plan
N/A—19,930-19,930-100%$6.8M———
PFG Investments, LLC
N/A—19,703-19,703-100%$6.7M———
Blue Sparrow, LLC
N/A—19,700-19,700-100%$6.7M———
Runnymede Capital Advisors, Inc.
N/A—19,662-19,662-100%$6.7M———
Tradewinds, Llc.
N/A—19,621-19,621-100%$838.3K———
HighPoint Advisor Group LLC
N/A—19,538-19,538-100%$6.7M———
MainStreet Investment Advisors LLC
N/A—19,401-19,401-100%$6.6M———
Heritage Trust Co
N/A—19,384-19,384-100%$6.6M———
Ameritas Advisory Services, LLC
N/A—19,256-19,256-100%$6.6M———
Aft, Forsyth & Sober, LLC
N/A—19,250-19,250-100%$3.1M———
Wahed Invest LLC
N/A—19,191-19,191-100%$6.5M———
Field & Main Bank
N/A—18,965-18,965-100%$6.5M———
Comprehensive Financial Management LLC
N/A—18,804-18,804-100%$6.4M———
Dover Advisors, LLC
N/A—18,712-18,712-100%$3.4M———
Nicolet Bankshares Inc
N/A—18,484-18,484-100%$6.4M———
Counterweight Ventures, LLC
N/A—18,312-18,312-100%$6.2M———
Alaethes Wealth, LLC
N/A—18,234-18,234-100%$6.2M———
Great Valley Advisor Group, Inc.
N/A—18,199-18,199-100%$6.2M———
Gamco Investors, Inc. ET AL
N/A—18,189-18,189-100%$6.2M———
Morningstar Investment Management LLC
N/A—18,171-18,171-100%$2.9M———
Focus Partners Advisor Solutions, LLC
N/A—18,160-18,160-100%$6.2M———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—18,159-18,159-100%$6.2M———
Principal Securities, Inc.
N/A—18,022-18,022-100%$6.1M———
IQ EQ Fund Management (Ireland) Ltd
N/A—17,849-17,849-100%$6.1M———
Hollencrest Capital Management
N/A—17,688-17,688-100%$6.0M———
Connable Office Inc
N/A—17,671-17,671-100%$6.0M———
Western Wealth Management, LLC
N/A—17,506-17,506-100%$6.0M———
Intech Investment Management LLC
N/A—17,505-17,505-100%$6.0M———
Mattson Financial Services, LLC
N/A—17,282-17,282-100%$6.1M———
Marietta Investment Partners LLC
N/A—17,282-17,282-100%$5.9M———
SOA Wealth Advisors, Llc.
N/A—17,224-17,224-100%$2.1M———
Westview Management dba Westview Investment Advisors
N/A—17,119-17,119-100%$5.8M———
Longbow Finance SA
N/A—17,056-17,056-100%$5.8M———
Centaurus Financial, Inc.
N/A—16,608-16,608-100%$5.7M———
Choate Investment Advisors
N/A—16,285-16,285-100%$5.6M———
Ballentine Partners, LLC
N/A—16,220-16,220-100%$5.5M———
Ancora Advisors LLCA
N/A—16,208-16,208-100%$5.5M———
JT Stratford LLC
N/A—16,132-16,132-100%$5.5M———
Webster Bank, N. A.
N/A—16,117-16,117-100%$5.5M———
Core Alternative Capital
N/A—15,990-15,990-100%$5.5M———
Regency Capital Management Inc.\DE
N/A—15,977-15,977-100%$5.4M———
Galaxy Digital Capital Management GP LLC
N/A—15,739-15,739-100%$5.4M———
BOK Financial Private Wealth, Inc.
N/A—15,734-15,734-100%$5.4M———
WealthShield Partners, LLC
N/A—15,673-15,673-100%$5.3M———
Stamos Capital Partners, L.P.
N/A—15,669-15,669-100%$5.3M———
Gladstone Institutional Advisory LLC
N/A—15,657-15,657-100%$5.3M———
Provident Co of the Employees of the Hebrew University LTD
N/A—15,634-15,634-100%$5.3M———
Whittier Trust Co
N/A—15,540-15,540-100%$5.6M———
Camarda Financial Advisors, LLC
N/A—15,506-15,506-100%$5.3M———
S&T Bank
N/A—15,499-15,499-100%$5.3M———
Guardian Capital LP
N/A—15,321-15,321-100%$5.2M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—15,195-15,195-100%$5.2M———
Jasper Ridge Partners, L.P.
N/A—15,186-15,186-100%$5.2M———
Icon Advisers Inc
N/A—15,000-15,000-100%$5.1M———
Encore Global Management, LP
N/A—15,000-15,000-100%$5.1M———
Benchmark Investment Advisors LLC
N/A—14,929-14,929-100%$5.1M———
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A—14,695-14,695-100%$5.0M———
Somerset Group LLC
N/A—14,561-14,561-100%$4.7M———
Clare Market Investments LLC
N/A—14,373-14,373-100%$4.9M———
Sphera Management Technology Funds Ltd
N/A—14,300-14,300-100%$4.9M———
Dougherty & Associates, LLC
N/A—14,255-14,255-100%$4.9M———
Kovack Advisors, Inc.
N/A—14,236-14,236-100%$5.0M———
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.
N/A—14,189-14,189-100%$4.8M———
Freestone Grove Partners LP
N/A—13,831-13,831-100%$4.7M———
Tower Research Capital LLC (TRC)
N/A—13,778-13,778-100%$4.7M———
CreativeOne Wealth, LLC
N/A—13,748-13,748-100%$4.7M———
Intellectus Partners, LLC
N/A—13,725-13,725-100%$4.7M———
Impax Asset Management Group plc
N/A—13,633-13,633-100%$4.6M———
Buckland Partners Management Co LLC
N/A—13,600-13,600-100%$4.6M———
M3 Wealth Management, LLC
N/A—13,512-13,512-100%$4.6M———
AFT, Forsyth & Company, Inc.
N/A—13,497-13,497-100%$4.6M———
Pine Valley Investments Ltd Liability Co
N/A—13,357-13,357-100%$4.6M———
HM Payson & Co
N/A—13,161-13,161-100%$4.5M———
Cornerstone Select Advisors, LLC
N/A—13,105-13,105-100%$4.5M———
Pursue Wealth Partners LLC
N/A—12,960-12,960-100%$4.4M———
Strategic Wealth Partners, Ltd.
N/A—12,826-12,826-100%$4.4M———
Northwest & Ethical Investments L.P.
N/A—12,815-12,815-100%$4.4M———
Maridea Wealth Management LLC
N/A—12,478-12,478-100%$4.3M———
Bernard Wealth Management Corp.
N/A—12,376-12,376-100%$4.2M———
Cantor Fitzgerald, L. P.
N/A—12,366-12,366-100%$4.2M———
Frec Markets, Inc.
N/A—12,155-12,155-100%$4.1M———
Millington Financial Advisors, LLC
N/A—12,107-12,107-100%$4.3M———
Sound View Wealth Advisors Group, LLC
N/A—11,984-11,984-100%$4.1M———
VeraBank, N.A.
N/A—11,977-11,977-100%$4.1M———
Winton Group Ltd
N/A—11,829-11,829-100%$4.0M———
TFR Capital, Llc.
N/A—11,706-11,706-100%$4.0M———
Altrafin AG
N/A—11,453-11,453-100%$3.9M———
Seeds Investor LLC
N/A—11,375-11,375-100%$3.9M———
Northstar Asset Management Inc
N/A—11,299-11,299-100%$3.9M———
Faithward Advisors, LLC
N/A—11,251-11,251-100%$3.8M———
Empirical Finance, LLC
N/A—11,125-11,125-100%$3.8M———
Headinvest, LLC
N/A—11,111-11,111-100%$3.8M———
ION Fund Management Ltd
N/A—11,000-11,000-100%$3.8M———
Formula Growth LTD
N/A—10,946-10,946-100%$3.7M———
Syon Capital LLC
N/A—10,908-10,908-100%$3.7M———
MRP Capital Investments, LLC
N/A—10,900-10,900-100%$3.7M———
Osmosis Investment Management UK Ltd
N/A—10,871-10,871-100%$3.7M———
Orion Investment Co
N/A—10,860-10,860-100%$3.7M———
Empire Financial Management Company, LLC
N/A—10,816-10,816-100%$3.7M———
Bamco Inc
N/A—10,774-10,774-100%$3.7M———
Catalyst Funds Management Pty Ltd
N/A—10,642-10,642-100%$3.6M———
Novare Capital Management LLC
N/A—10,614-10,614-100%$3.6M———
McLaughlin Asset Management, Inc.
N/A—10,604-10,604-100%$3.6M———
Alpine Woods Capital Investors, LLC
N/A—10,567-10,567-100%$3.6M———
Vickerman Investment Advisors, Inc.
N/A—10,555-10,555-100%$3.6M———
Alerus Financial NA
N/A—10,461-10,461-100%$3.6M———
Keystone Financial Group
N/A—10,392-10,392-100%$3.5M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—10,362-10,362-100%$3.5M———
Abbot Financial Management, Inc.
N/A—10,263-10,263-100%$3.5M———
Lathrop Investment Management Co
N/A—10,223-10,223-100%$3.5M———
Silver OAK Securities, Incorporated
N/A—10,209-10,209-100%$3.5M———
Waterloo Capital, L.P.
N/A—10,183-10,183-100%$3.5M———
Discovery Capital Management, LLC / CT
N/A—10,174-10,174-100%$3.5M———
Kane Investment Management, Inc.
N/A—10,082-10,082-100%$3.4M———
Trivium Point Advisory, LLC
N/A—10,052-10,052-100%$3.4M———
K.J. Harrison & Partners Inc
N/A—10,048-10,048-100%$3.4M———
Kirtland Hills Capital Management, LLC
N/A—10,003-10,003-100%$3.4M———
Harbor Advisors LLC
N/A—10,000-10,000-100%$3.4M———
Ausdal Financial Partners, Inc.
N/A—9,879-9,879-100%$3.4M———
Advisory Alpha, LLC
N/A—9,818-9,818-100%$3.3M———
Capital International Sarl
N/A—9,800-9,800-100%$3.3M———
Meiji Yasuda Life Insurance Co
N/A—9,749-9,749-100%$3.3M———
IAM Advisory, LLC
N/A—9,700-9,700-100%$3.3M———
Whittier Trust Co of Nevada Inc
N/A—9,565-9,565-100%$3.2M———
Mmbg Investment Advisors Co.
N/A—9,371-9,371-100%$3.2M———
Quotient Wealth Partners, LLC
N/A—9,310-9,310-100%$3.2M———
Cambria Investment Management, L.P.
N/A—9,279-9,279-100%$3.2M———
LOM Asset Management Ltd
N/A—9,011-9,011-100%$3.1M———
Perennial Investment Advisors, LLC
N/A—8,885-8,885-100%$3.0M———
Pekao Towarzystwo Funduszy Inwestycyjnych S.A.
N/A—8,849-8,849-100%$3.0M———
Modern Wealth Management, LLC
N/A—8,789-8,789-100%$3.0M———
Aureus Asset Management, LLC
N/A—8,684-8,684-100%$3.0M———
Wealth Alliance, LLC
N/A—8,678-8,678-100%$3.0M———
FLC Capital Advisors
N/A—8,639-8,639-100%$2.9M———
SummitTX Capital, L.P.
N/A—8,561-8,561-100%$2.9M———
Harbour Investments, Inc.
N/A—8,535-8,535-100%$2.9M———
Legend Capital Advisors LLC
N/A—8,513-8,513-100%$2.9M———
Boothbay Fund Management, LLC
N/A—8,428-8,428-100%$2.9M———
Vinva Investment Management Ltd
N/A—8,358-8,358-100%$2.6M———
Naviter Wealth, LLC
N/A—8,292-8,292-100%$2.8M———
Monetary Management Group Inc
N/A—8,285-8,285-100%$2.8M———
Concentric Capital Strategies, LP
N/A—8,247-8,247-100%$2.8M———
Brown Financial Advisors
N/A—8,231-8,231-100%$2.8M———
River Wealth Advisors LLC
N/A—8,177-8,177-100%$2.8M———
Havemeyer Place LP
N/A—8,132-8,132-100%$2.8M———
Valtrion Capital Management, LLC
N/A—8,117-8,117-100%$2.8M———
Altshuler Shaham Ltd
N/A—8,090-8,090-100%$2.8M———
PeakShares LLC
N/A—8,051-8,051-100%$2.7M———
SageView Advisory Group, LLC
N/A—8,044-8,044-100%$2.7M———
OneAscent Financial Services LLC
N/A—8,031-8,031-100%$2.7M———
Douglass Winthrop Advisors, LLC
N/A—8,025-8,025-100%$2.7M———
Kayne Anderson Rudnick Investment Management LLC
N/A—7,966-7,966-100%$2.7M———
Corient IA LP
N/A—7,910-7,910-100%$2.7M———
Delta Accumulation, LLC
N/A—7,770-7,770-100%$2.6M———
Regal Investment Advisors LLC
N/A—7,741-7,741-100%$2.6M———
Tyche Wealth Partners LLC
N/A—7,736-7,736-100%$2.6M———
AlTi Global, Inc.
N/A—7,731-7,731-100%$2.6M———
Smartleaf Asset Management LLC
N/A—7,664-7,664-100%$2.5M———
Capital Group Private Client Services, Inc.
N/A—7,616-7,616-100%$2.6M———
First Manhattan Co. Llc.
N/A—7,602-7,602-100%$2.6M———
Navalign, LLC
N/A—7,562-7,562-100%$2.6M———
Nwam LLC
N/A—7,541-7,541-100%$2.6M———
Apriem Advisors
N/A—7,482-7,482-100%$2.6M———
Smithfield Trust Co
N/A—7,457-7,457-100%$2.5M———
Performance Wealth Partners, LLC
N/A—7,441-7,441-100%$2.5M———
Advyzon Investment Management, LLC
N/A—7,407-7,407-100%$2.5M———
FIL Ltd
N/A—7,399-7,399-100%$2.5M———
Brookwood Investment Group LLC
N/A—7,367-7,367-100%$2.5M———
Berger Financial Group, Inc
N/A—7,247-7,247-100%$2.5M———
NorthStar Asset Management LLC
N/A—7,239-7,239-100%$2.5M———
RB Capital Management, LLC
N/A—7,094-7,094-100%$2.4M———
Truvestments Capital LLC
N/A—7,089-7,089-100%$2.4M———
North Dallas Bank & Trust Co
N/A—7,038-7,038-100%$2.4M———
Brevan Howard Capital Management LP
N/A—6,965-6,965-100%$2.4M———
Arbor Trust Wealth Advisors, LLC
N/A—6,935-6,935-100%$2.4M———
MWA Asset Management
N/A—6,926-6,926-100%$2.4M———
North Star Asset Management Inc
N/A—6,907-6,907-100%$2.4M———
Fi3 Financial Advisors, LLC
N/A—6,863-6,863-100%$800.7K———
Texas Capital Bank Wealth Management Services Inc
N/A—6,777-6,777-100%$2.3M———
Qtron Investments LLC
N/A—6,772-6,772-100%$2.3M———
Thoroughbred Financial Services, LLC
N/A—6,750-6,750-100%$2.3M———
Granite Bay Wealth Management, LLC
N/A—6,730-6,730-100%$2.3M———
Zhang Financial LLC
N/A—6,638-6,638-100%$2.3M———
Menard Financial Group LLC
N/A—6,622-6,622-100%$2.3M———
Range Advisory, LLC
N/A—6,622-6,622-100%$2.3M———
Aristotle Atlantic Partners, LLC
N/A—6,600-6,600-100%$2.3M———
Cozad Asset Management Inc
N/A—6,575-6,575-100%$2.2M———
Stance Capital LLC
N/A—6,551-6,551-100%$2.2M———
Palogic Value Management, L.P.
N/A—6,549-6,549-100%$2.2M———
Viawealth, LLC
N/A—6,547-6,547-100%$2.2M———
Tradition Wealth Management, LLC
N/A—6,530-6,530-100%$2.2M———
Magnolia Capital Advisors LLC
N/A—6,471-6,471-100%$2.2M———
Erste Towarzystwo Funduszy Inwestycyjnych S.A.
N/A—6,455-6,455-100%$2.2M———
Belpointe Asset Management LLC
N/A—6,408-6,408-100%$2.2M———
Loomis Sayles & Co L P
N/A—6,352-6,352-100%$2.2M———
Bridgewater Advisors Inc.
N/A—6,219-6,219-100%$2.2M———
Invst, LLC
N/A—6,190-6,190-100%$2.1M———
Fred Alger Management, LLC
N/A—6,128-6,128-100%$2.1M———
Mission Creek Capital Partners, Inc.
N/A—6,101-6,101-100%$2.1M———
Scientech Research LLC
N/A—6,068-6,068-100%$2.1M———
Ogorek Anthony Joseph
N/A—5,942-5,942-100%$2.0M———
Keystone Investors PTE LTD
N/A—5,926-5,926-100%$2.0M———
E Fund Management (Hong Kong) Co., Ltd.
N/A—5,903-5,903-100%$2.0M———
Tandem Wealth Advisors LLC
N/A—5,881-5,881-100%$2.0M———
Science & Technology Partners, L.P.
N/A—5,813-5,813-100%$2.0M———
Xcelsior Advisor Partners LLC
N/A—5,795-5,795-100%$2.0M———
American Money Management, LLC
N/A—5,767-5,767-100%$2.0M———
Berkeley Capital Partners, LLC
N/A—5,614-5,614-100%$1.9M———
Legacy Financial Advisors, Inc.
N/A—5,546-5,546-100%$1.9M———
Samara Investment Management, LLC
N/A—5,524-5,524-100%$1.9M———
McDonough Capital Management, Inc
N/A—5,523-5,523-100%$1.9M———
LOS Angeles Capital Management LLC
N/A—5,521-5,521-100%$1.9M———
Heartland Bank & Trust Co
N/A—5,520-5,520-100%$1.9M———
Keel Point, LLC
N/A—5,405-5,405-100%$1.8M———
CNB Bank
N/A—5,402-5,402-100%$1.8M———
Calydon Capital
N/A—5,352-5,352-100%$1.8M———
Windle Wealth, LLC
N/A—5,338-5,338-100%$1.8M———
Bannerstone Capital Management, LLC
N/A—5,314-5,314-100%$1.8M———
Empirical Asset Management, LLC
N/A—5,304-5,304-100%$1.8M———
Plotkin Financial Advisors, LLC
N/A—5,298-5,298-100%$1.8M———
Pure Financial Advisors, LLC
N/A—5,265-5,265-100%$1.8M———
Atalanta Sosnoff Capital, LLC
N/A—5,250-5,250-100%$1.8M———
South Dakota Investment Council
N/A—5,191-5,191-100%$1.8M———
Westfuller Advisors, LLC
N/A—5,158-5,158-100%$1.8M———
Rokos Capital Management LLP
N/A—5,132-5,132-100%$1.7M———
Becker Capital Management Inc
N/A—5,106-5,106-100%$1.7M———
Westmount Partners, LLC
N/A—5,100-5,100-100%$1.7M———
Fairfield, Bush & Co.
N/A—5,086-5,086-100%$1.7M———
RED Reef Advisors LLC
N/A—5,078-5,078-100%$1.7M———
Prosperity Consulting Group, LLC
N/A—5,036-5,036-100%$1.7M———
Element Capital Management LLC
N/A—5,000-5,000-100%$1.7M———
Forefront Wealth Partners, LLC
N/A—4,911-4,911-100%$1.7M———
NorthRock Partners, LLC
N/A—4,911-4,911-100%$1.7M———
GeoWealth Management, LLC
N/A—4,783-4,783-100%$1.6M———
South Plains Financial, Inc.
N/A—4,778-4,778-100%$1.6M———
Westwood Holdings Group Inc
N/A—4,772-4,772-100%$1.6M———
Platinum Investment Management LTD
N/A—4,766-4,766-100%$1.6M———
Cape ANN Savings Bank
N/A—4,728-4,728-100%$1.6M———
Kensington Investment Counsel, LLC
N/A—4,703-4,703-100%$1.6M———
CIM Investment Management Inc
N/A—4,695-4,695-100%$1.6M———
WealthTrust Axiom LLC
N/A—4,690-4,690-100%$1.6M———
Brandywine Managers, LLC
N/A—4,689-4,689-100%$1.6M———
Fiduciary Financial Advisors
N/A—4,680-4,680-100%$1.6M———
Alteri Wealth LLC
N/A—4,655-4,655-100%$1.6M———
Williamson Legacy Group, LLC
N/A—4,652-4,652-100%$1.6M———
Founders Financial Alliance, LLC
N/A—4,642-4,642-100%$1.6M———
L2 Asset Management, LLC
N/A—4,633-4,633-100%$1.6M———
Oxford Financial Group, Ltd. LLC
N/A—4,626-4,626-100%$1.6M———
Meadowbrook Advisors Group, LLC
N/A—4,587-4,587-100%$1.6M———
Madison Asset Management, LLC
N/A—4,572-4,572-100%$1.6M———
Mirabaud Asset Management Ltd
N/A—4,547-4,547-100%$1.5M———
Leavell Investment Management, Inc.
N/A—4,458-4,458-100%$1.5M———
Boreal Capital Management LLC
N/A—4,447-4,447-100%$1.5M———
BSW Wealth Partners
N/A—4,446-4,446-100%$1.5M———
Nvest Financial, LLC
N/A—4,411-4,411-100%$1.5M———
Everpar Advisors LLC
N/A—4,402-4,402-100%$1.5M———
Mitchell Mcleod Pugh & Williams Inc
N/A—4,352-4,352-100%$1.5M———
Rehmann Capital Advisory Group
N/A—4,351-4,351-100%$1.5M———
PCM Encore, LLC
N/A—4,313-4,313-100%$1.5M———
Kintra Wealth, LLC
N/A—4,306-4,306-100%$1.7M———
RiverGlades Family Offices LLC
N/A—4,242-4,242-100%$1.4M———
Lafayette Investments, Inc.
N/A—4,232-4,232-100%$1.4M———
Hilltop Holdings Inc.
N/A—4,208-4,208-100%$1.4M———
Continuum Advisory, LLC
N/A—4,158-4,158-100%$1.4M———
Rogco, LP
N/A—4,119-4,119-100%$1.4M———
Westpac Banking Corp
N/A—4,108-4,108-100%$1.4M———
Twin Peaks Wealth Advisors, LLC
N/A—4,089-4,089-100%$1.4M———
Basecamp Wealth Advisors LLC
N/A—4,048-4,048-100%$1.4M———
RiverFront Investment Group, LLC
N/A—4,011-4,011-100%$1.4M———
Capital Analysts, LLC
N/A—3,982-3,982-100%$1.4M———
BBR Partners, LLC
N/A—3,961-3,961-100%$1.4M———
Howe & Rusling Inc
N/A—3,948-3,948-100%$1.3M———
Sierra Capital LLC
N/A—3,931-3,931-100%$1.3M———
17 Capital Partners, LLC
N/A—3,922-3,922-100%$1.3M———
Patron Partners, LLC
N/A—3,901-3,901-100%$1.3M———
Neo Ivy Capital Management
N/A—3,875-3,875-100%$1.3M———
Cladis Investment Advisory, LLC
N/A—3,870-3,870-100%$1.3M———
Saranac Partners Ltd
N/A—3,856-3,856-100%$1.3M———
Ethos Financial Group, LLC
N/A—3,800-3,800-100%$1.2M———
FWG Holdings, LLC
N/A—3,797-3,797-100%$1.2M———
Laidlaw Wealth Management LLC
N/A—3,790-3,790-100%$1.3M———
MJP Associates Inc
N/A—3,779-3,779-100%$1.3M———
Fayez Sarofim & Co
N/A—3,767-3,767-100%$1.3M———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—3,756-3,756-100%$1.3M———
Pgim Custom Harvest LLC
N/A—3,720-3,720-100%$1.3M———
Prudent Investors Network, Inc.
N/A—3,692-3,692-100%$1.3M———
Mayflower Financial Advisors, LLC
N/A—3,691-3,691-100%$1.3M———
Maverick Capital LTD
N/A—3,655-3,655-100%$1.2M———
Hodges Capital Management Inc.
N/A—3,634-3,634-100%$1.2M———
Wellspring Financial Advisors, LLC
N/A—3,622-3,622-100%$1.2M———
Rothschild Wealth LLC
N/A—3,614-3,614-100%$1.2M———
Essex Financial Services, Inc.
N/A—3,611-3,611-100%$1.2M———
Tripletail Wealth Management, LLC
N/A—3,610-3,610-100%$1.3M———
Townsquare Capital LLC
N/A—3,600-3,600-100%$1.2M———
Ellevest, Inc.
N/A—3,599-3,599-100%$1.2M———
Icon Wealth Advisors, LLC
N/A—3,576-3,576-100%$1.2M———
Aventura Private Wealth, LLC
N/A—3,556-3,556-100%$1.2M———
Kiley Juergens Wealth Management, LLC
N/A—3,542-3,542-100%$1.2M———
Bank of Marin
N/A—3,538-3,538-100%$1.2M———
DC Investments Management, LLC
N/A—3,513-3,513-100%$1.2M———
One Capital Management, LLC
N/A—3,490-3,490-100%$559.7K———
QVT Financial LP
N/A—3,441-3,441-100%$1.2M———
Defiance ETFs, LLC
N/A—3,406-3,406-100%$1.2M———
Ameriflex Group, Inc.
N/A—3,395-3,395-100%$1.2M———
Clarendon Private LLC
N/A—3,376-3,376-100%$1.2M———
Longaeva Partners L.P.
N/A—3,356-3,356-100%$1.1M———
Steadtrust LLC
N/A—3,344-3,344-100%$1.1M———
TRB Wealth Management, LLC
N/A—3,244-3,244-100%$1.1M———
Garden State Investment Advisory Services LLC
N/A—3,240-3,240-100%$1.1M———
Fukoku Mutual Life Insurance Co
N/A—3,229-3,229-100%$1.1M———
EWA, LLC
N/A—3,214-3,214-100%$1.1M———
Evercore Wealth Management, LLC
N/A—3,209-3,209-100%$1.1M———
Advisors Preferred, LLC
N/A—3,200-3,200-100%$1.1M———
Strait & Sound Wealth Management LLC
N/A—3,199-3,199-100%$1.1M———
Emerald Advisers, LLC
N/A—3,183-3,183-100%$1.1M———
Optas, LLC
N/A—3,167-3,167-100%$1.1M———
Sonoma Private Wealth LLC
N/A—3,160-3,160-100%$1.1M———
Delta Investment Management, LLC
N/A—3,128-3,128-100%$1.1M———
Checchi Capital Advisers, LLC
N/A—3,125-3,125-100%$1.1M———
Stonebridge Capital Advisors LLC
N/A—3,116-3,116-100%$1.1M———
LRI Investments, LLC
N/A—3,108-3,108-100%$1.1M———
One Wealth Management Investment & Advisory Services, LLC
N/A—3,079-3,079-100%$1.1M———
Z3 Capital Partners, LLC
N/A—3,024-3,024-100%$1.0M———
1248 Management, LLC
N/A—3,023-3,023-100%$1.0M———
First Dallas Securities Inc.
N/A—3,010-3,010-100%$1.0M———
RBF Capital, LLC
N/A—3,000-3,000-100%$1.0M———
Private Wealth Asset Management, LLC
N/A—2,955-2,955-100%$1.0M———
Pincus Capital Management, LP
N/A—2,891-2,891-100%$985.9K———
Two Sigma Securities, LLC
N/A—2,878-2,878-100%$981.5K———
New Republic Capital, LLC
N/A—2,868-2,868-100%$978.1K———
Annis Gardner Whiting Capital Advisors, LLC
N/A—2,853-2,853-100%$972.9K———
Baader Bank Aktiengesellschaft
N/A—2,835-2,835-100%$966.8K———
Severin Investments, LLC
N/A—2,830-2,830-100%$965.2K———
Roberts Glore & Co Inc
N/A—2,821-2,821-100%$962.0K———
Vantus Wealth LLC
N/A—2,794-2,794-100%$952.8K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—2,775-2,775-100%$946.3K———
Skandinaviska Enskilda Banken AB (publ)
N/A—2,772-2,772-100%$944.6K———
RPS Advisory Solutions LLC
N/A—2,743-2,743-100%$935.4K———
Cura Wealth Advisors, LLC
N/A—2,733-2,733-100%$932.2K———
Proficio Capital Partners LLC
N/A—2,729-2,729-100%$930.6K———
Per Stirling Capital Management, Llc.
N/A—2,717-2,717-100%$926.5K———
Resurgent Financial Advisors LLC
N/A—2,707-2,707-100%$923.1K———
Schrum Private Wealth Management LLC
N/A—2,706-2,706-100%$918.0K———
Bouchey Financial Group, Ltd.
N/A—2,664-2,664-100%$908.5K———
FAS Wealth Partners, Inc.
N/A—2,634-2,634-100%$898.2K———
Wealthspire Retirement, LLC
N/A—2,588-2,588-100%$882.6K———
Rollins Financial Advisors, LLC
N/A—2,588-2,588-100%$882.6K———
Schonfeld Strategic Advisors LLC
N/A—2,578-2,578-100%$879.1K———
Impact Partnership Wealth, LLC
N/A—2,577-2,577-100%$878.9K———
Forum Finance Group S.A.
N/A—2,540-2,540-100%$700———
Leigh Baldwin & Co., LLC
N/A—2,539-2,539-100%$865.9K———
George Kaiser Family Foundation
N/A—2,535-2,535-100%$864.5K———
Summit Wealth & Retirement Planning, Inc.
N/A—2,530-2,530-100%$862.8K———
Gateway Wealth Partners, LLC
N/A—2,525-2,525-100%$861.1K———
Investors Portfolio Services LLC
N/A—2,497-2,497-100%$851.5K———
Integrated Investment Consultants, LLC
N/A—2,495-2,495-100%$850.8K———
Steigerwald, Gordon & Koch Inc.
N/A—2,485-2,485-100%$847.4K———
Drive Wealth Management, LLC
N/A—2,474-2,474-100%$843.4K———
Pitcairn Wealth Advisors LLC
N/A—2,466-2,466-100%$841.0K———
Crewe Advisors LLC
N/A—2,446-2,446-100%$834.1K———
Sonoma Allocations LLC
N/A—2,433-2,433-100%$868.4K———
Sora Investors LLC
N/A—2,423-2,423-100%$826.3K———
Strategies Wealth Advisors, LLC
N/A—2,380-2,380-100%$811.6K———
Wealthgarden F.S. LLC
N/A—2,369-2,369-100%$808.0K———
Lbmc Investment Advisors, LLC
N/A—2,335-2,335-100%$796.3K———
Burling Wealth Partners, LLC
N/A—2,332-2,332-100%$795.3K———
SlateStone Wealth, LLC
N/A—2,308-2,308-100%$787.0K———
Greykasell Wealth Strategies, Inc.
N/A—2,295-2,295-100%$782.7K———
Beacon Investment Advisors LLC
N/A—2,290-2,290-100%$780.9K———
Nelson Capital Management, LLC
N/A—2,268-2,268-100%$773.4K———
Ninepoint Partners LP
N/A—2,267-2,267-100%$773.1K———
Transcend Capital Advisors, LLC
N/A—2,253-2,253-100%$768.2K———
Marble Wealth, LLC
N/A—2,250-2,250-100%$767.4K———
Bank of Nova Scotia Trust Co
N/A—2,246-2,246-100%$765.9K———
Fortress Private Ledger, LLC
N/A—2,225-2,225-100%$758.8K———
Allianz SE
N/A—2,223-2,223-100%$758.1K———
Intrust Bank NA
N/A—2,218-2,218-100%$756.4K———
Cyber Hornet ETFs LLC
N/A—2,209-2,209-100%$753.3K———
Westshore Wealth, LLC
N/A—2,206-2,206-100%$752.3K———
Ponta Wealth Partners, LLC
N/A—2,199-2,199-100%$749.9K———
Clark Capital Management Group, Inc.
N/A—2,196-2,196-100%$748.8K———
Cascade Financial Partners, LLC
N/A—2,183-2,183-100%$744.4K———
Horizon Family Wealth, Inc.
N/A—2,183-2,183-100%$744.4K———
Invictus Private Wealth, LLC
N/A—2,182-2,182-100%$744.1K———
Round Rock Advisors LLC
N/A—2,181-2,181-100%$743.8K———
SHP Wealth Management
N/A—2,164-2,164-100%$737.9K———
Planning Directions Inc
N/A—2,150-2,150-100%$733.2K———
Sagewood Asset Management LP
N/A—2,114-2,114-100%$720.9K———
Marex Group Ltd
N/A—2,111-2,111-100%$719.9K———
Calton & Associates, Inc.
N/A—2,106-2,106-100%$718.2K———
M3 Advisory Group, LLC
N/A—2,098-2,098-100%$715.5K———
Main Street Financial Solutions, LLC
N/A—2,074-2,074-100%$707.3K———
KMT Wealth Management, LLC
N/A—2,061-2,061-100%$702.8K———
Atlanta Consulting Group Advisors, LLC
N/A—2,059-2,059-100%$702.2K———
Sun Financial Inc
N/A—2,059-2,059-100%$792.8K———
LaSalle St. Investment Advisors, LLC
N/A—2,053-2,053-100%$700.1K———
J. M. Brown & Associates Inc.
N/A—2,051-2,051-100%$699.4K———
NCM Capital Management, LLC
N/A—2,040-2,040-100%$695.7K———
West Family Investments, Inc.
N/A—2,031-2,031-100%$692.6K———
Hexagon Capital Partners LLC
N/A—2,022-2,022-100%$689.5K———
Octavia Wealth Advisors, LLC
N/A—2,018-2,018-100%$688.2K———
one8zero8, LLC
N/A—1,985-1,985-100%$676.9K———
IFG Advisory, LLC
N/A—1,983-1,983-100%$676.2K———
Quattro Advisors LLC
N/A—1,977-1,977-100%$674.2K———
Capital Financial Group Inc\co\
N/A—1,965-1,965-100%$670.1K———
Park Place Capital Corp
N/A—1,963-1,963-100%$669.4K———
Old Mission Capital LLC
N/A—1,958-1,958-100%$666.9K———
Keebeck Wealth Management
N/A—1,953-1,953-100%$666.0K———
Sienna Gestion
N/A—1,946-1,946-100%$653.3K———
Prelude Capital Management, LLC
N/A—1,931-1,931-100%$658.5K———
Front Row Advisors LLC
N/A—1,925-1,925-100%$738.8K———
Atlas Capital Advisors Inc.
N/A—1,885-1,885-100%$642.8K———
Fortis Capital Advisors, LLC
N/A—1,883-1,883-100%$642.1K———
Nova Wealth Management, Inc.
N/A—1,868-1,868-100%$636.9K———
Goepper Burkhardt LLC
N/A—1,865-1,865-100%$636.0K———
Texas Yale Capital Corp.
N/A—1,844-1,844-100%$628.8K———
Hirtle & Co., LLC
N/A—1,833-1,833-100%$625.1K———
Windward Capital Management Co
N/A—1,823-1,823-100%$621.7K———
Silicon Valley Capital Partners
N/A—1,820-1,820-100%$620.6K———
Portland Investment Counsel Inc.
N/A—1,796-1,796-100%$612.5K———
Mokan Wealth Management Inc.
N/A—1,795-1,795-100%$612.2K———
Jackson Wealth Management, LLC
N/A—1,793-1,793-100%$611.0K———
Serenus Wealth Advisors, LLC
N/A—1,793-1,793-100%$611.4K———
Carr Financial Group Corp
N/A—1,777-1,777-100%$606.0K———
Manhattan West Asset Management, LLC
N/A—1,775-1,775-100%$605.3K———
Clarity Financial LLC
N/A—1,752-1,752-100%$597.6K———
WNY Asset Management, LLC
N/A—1,751-1,751-100%$597.1K———
Cascades Capital Asset Management, LLC
N/A—1,730-1,730-100%$590.0K———
Highview Capital Management LLC
N/A—1,718-1,718-100%$585.9K———
Bay Rivers Group
N/A—1,703-1,703-100%$580.8K———
Holistic Financial Partners
N/A—1,694-1,694-100%$577.7K———
Oxford Wealth Group, LLC
N/A—1,694-1,694-100%$577.7K———
Greenline Wealth Management LLC
N/A—1,686-1,686-100%$574.9K———
Florida Financial Advisors, LLC
N/A—1,684-1,684-100%$574.3K———
Voya Financial Advisors, Inc.
N/A—1,681-1,681-100%$558.1K———
Strategic Investment Advisors / MI
N/A—1,670-1,670-100%$569.5K———
Occudo Quantitative Strategies LP
N/A—1,666-1,666-100%$568.1K———
Quent Capital, LLC
N/A—1,633-1,633-100%$556.9K———
Hall Capital Management Co Inc
N/A—1,627-1,627-100%$554.8K———
Legacy Wealth Advisors, LLC
N/A—1,619-1,619-100%$552.1K———
Mosaic Family Wealth Partners, LLC
N/A—1,613-1,613-100%$549.9K———
Fund Advisors of America Inc
N/A—1,597-1,597-100%$544.6K———
Talisman Wealth Advisors LLC
N/A—1,592-1,592-100%$542.9K———
Wealth Management Associates, Inc.
N/A—1,583-1,583-100%$539.8K———
Requisite Capital Management, LLC
N/A—1,580-1,580-100%$538.8K———
FourThought Financial Partners, LLC
N/A—1,575-1,575-100%$537.1K———
University of Chicago
N/A—1,560-1,560-100%$532.0K———
Donaldson Capital Management, LLC
N/A—1,553-1,553-100%$529.6K———
Alan B Lancz & Associates, Inc.
N/A—1,550-1,550-100%$528.6K———
Beto Financial Group, LLC
N/A—1,545-1,545-100%$538.7K———
Evolve Private Wealth, LLC
N/A—1,542-1,542-100%$526.0K———
Gabelli Funds LLC
N/A—1,540-1,540-100%$525.2K———
Daner Wealth Management, LLC
N/A—1,533-1,533-100%$607.1K———
1776 Wealth LLC
N/A—1,530-1,530-100%$521.8K———
Spinnaker Trust
N/A—1,522-1,522-100%$519.0K———
Engineers Gate Manager LP
N/A—1,515-1,515-100%$516.6K———
GWN Securities Inc.
N/A—1,514-1,514-100%$516.2K———
Conservest Capital Advisors, Inc.
N/A—1,511-1,511-100%$515.3K———
Fourth Dimension Wealth, LLC
N/A—1,510-1,510-100%$514.9K———
Sovereign Investment Advisors, LLC
N/A—1,508-1,508-100%$514.3K———
Dorsey Wright & Associates
N/A—1,504-1,504-100%$512.9K———
Operose Advisors LLC
N/A—1,500-1,500-100%$511.5K———
Alvarez & Marsal Private Wealth Partners, LLC
N/A—1,500-1,500-100%$511.5K———
Wexford Capital LP
N/A—1,496-1,496-100%$510.2K———
Kera Capital Partners, Inc.
N/A—1,493-1,493-100%$509.1K———
Fiduciary Wealth Partners, LLC
N/A—1,474-1,474-100%$502.7K———
M1 Capital Management LLC
N/A—1,470-1,470-100%$501.3K———
Atlas Legacy Advisors, LLC
N/A—1,463-1,463-100%$477.9K———
Wallace Advisory Group, LLC
N/A—1,446-1,446-100%$493.1K———
Sumitomo Mitsui Financial Group, Inc.
N/A—1,442-1,442-100%$491.8K———
Waddell & Associates, LLC
N/A—1,431-1,431-100%$488.0K———
Transamerica Financial Advisors, LLC
N/A—1,423-1,423-100%$485.4K———
Cary Street Partners Investment Advisory LLC
N/A—1,419-1,419-100%$483.9K———
IKE Capital, LLC
N/A—1,416-1,416-100%$482.9K———
Disciplined Investors, L.L.C.
N/A—1,406-1,406-100%$479.5K———
Sargent Investment Group, LLC
N/A—1,396-1,396-100%$476.1K———
Bank of Hawaii
N/A—1,392-1,392-100%$474.7K———
Vanguard National Trust Co
N/A—1,386-1,386-100%$472.7K———
Strive Financial Group,LLC
N/A—1,380-1,380-100%$470.7K———
IFC Advisors LLC
N/A—1,376-1,376-100%$469.2K———
Summitry LLC
N/A—1,371-1,371-100%$467.5K———
Aspen Grove Capital, LLC
N/A—1,366-1,366-100%$466.5K———
Cofg Advisors, LLC
N/A—1,360-1,360-100%$463.8K———
Motley Fool Wealth Management, LLC
N/A—1,349-1,349-100%$460.1K———
Claret Asset Management Corp
N/A—1,348-1,348-100%$460.0K———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—1,341-1,341-100%$457.3K———
Purpose Unlimited Inc.
N/A—1,330-1,330-100%$453.1K———
Arrowroot Family Office, LLC
N/A—1,327-1,327-100%$452.5K———
Compass Capital Corp
N/A—1,309-1,309-100%$500.7K———
Sunflower Bank, N.A.
N/A—1,307-1,307-100%$445.7K———
Marshall Financial Group, LLC
N/A—1,302-1,302-100%$444.0K———
Guardian Wealth Advisors, LLC / NC
N/A—1,283-1,283-100%$437.5K———
Wall Street Financial Group, Inc.
N/A—1,275-1,275-100%$445.2K———
Ruggiero Investments, Inc.
N/A—1,271-1,271-100%$433.4K———
Family Manage LLC
N/A—1,261-1,261-100%$430.0K———
Capstone Financial Advisors, Inc.
N/A—1,259-1,259-100%$429.3K———
Byrne Financial Freedom, LLC
N/A—1,257-1,257-100%$428.7K———
Flow Traders U.S. LLC
N/A—1,257-1,257-100%$429.0K———
Planning Alternatives LTD
N/A—1,244-1,244-100%$424.2K———
Drucker Wealth 3.0, LLC
N/A—1,239-1,239-100%$422.4K———
Khazanah Nasional Berhad
N/A—1,232-1,232-100%$420.1K———
Second Line Capital, LLC
N/A—1,232-1,232-100%$420.1K———
Cannell & Spears LLC
N/A—1,231-1,231-100%$419.8K———
Chilton Investment Co Inc.
N/A—1,227-1,227-100%$418.4K———
Hudson Bay Capital Management LP
N/A—1,200-1,200-100%$409.2K———
O'rourke & Company, Inc
N/A—1,194-1,194-100%$407.2K———
First National Bank & Trust Co of Newtown
N/A—1,192-1,192-100%$395.5K———
Greenwich Wealth Management LLC
N/A—1,187-1,187-100%$405.0K———
Peak Retirement Planning, Inc.
N/A—1,180-1,180-100%$402.2K———
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A—1,174-1,174-100%$400.4K———
Phocas Financial Corp.
N/A—1,170-1,170-100%$399.0K———
Polymer Capital Management (US) LLC
N/A—1,167-1,167-100%$398.0K———
Peak Asset Management, LLC
N/A—1,167-1,167-100%$398.0K———
Mizuho Markets Americas LLC
N/A—1,166-1,166-100%$397.6K———
CVA Family Office, LLC
N/A—1,164-1,164-100%$396.9K———
Reyl & Cie S.A.
N/A—1,158-1,158-100%$186.1K———
Koss-Olinger Consulting, LLC
N/A—1,155-1,155-100%$393.9K———
Red Wave Investments LLC
N/A—1,150-1,150-100%$392.2K———
Madison Wealth Partners, Inc
N/A—1,149-1,149-100%$392.0K———
Fiducient Advisors LLC
N/A—1,145-1,145-100%$390.5K———
CFO4Life Group, LLC
N/A—1,136-1,136-100%$387.4K———
Sequent Asset Management, LLC
N/A—1,134-1,134-100%$386.7K———
Stonebrook Private Inc.
N/A—1,132-1,132-100%$386.0K———
Haverford Trust Co
N/A—1,130-1,130-100%$385.4K———
King Wealth Management Group
N/A—1,130-1,130-100%$385.0K———
Centric Wealth Management
N/A—1,129-1,129-100%$208.4K———
Caldwell Sutter Capital, Inc.
N/A—1,126-1,126-100%$384.0K———
Cascade Wealth Advisors, Inc
N/A—1,120-1,120-100%$407.5K———
Destination Wealth Management
N/A—1,118-1,118-100%$381.2K———
Chatterton & Associates Inc.
N/A—1,116-1,116-100%$377.6K———
GW&K Investment Management, LLC
N/A—1,111-1,111-100%$379.0K———
Prana Capital Management, LP
N/A—1,109-1,109-100%$378.2K———
Concentrum Wealth Management
N/A—1,102-1,102-100%$375.8K———
Yarger Wealth Strategies, LLC
N/A—1,096-1,096-100%$357.2K———
Copia Wealth Management
N/A—1,086-1,086-100%$370.3K———
Horizon Bancorp Inc
N/A—1,081-1,081-100%$369.0K———
Seaview Investment Managers LLC
N/A—1,072-1,072-100%$365.6K———
Stratos Investment Management, LLC
N/A—1,069-1,069-100%$364.6K———
Intellus Advisors LLC
N/A—1,068-1,068-100%$364.2K———
Rockbridge Investment Management, LCC
N/A—1,063-1,063-100%$362.5K———
Elgethun Capital Management
N/A—1,059-1,059-100%$361.1K———
West Michigan Advisors, LLC
N/A—1,055-1,055-100%$359.8K———
Markin Volterra Fund LP
N/A—1,052-1,052-100%$358.8K———
Harvest Investment Services, LLC
N/A—1,047-1,047-100%$357.0K———
Lakeridge Wealth Management LLC
N/A—1,041-1,041-100%$355.0K———
Everstar Asset Management, LLC
N/A—1,026-1,026-100%$349.9K———
Omnia Family Wealth, LLC
N/A—1,025-1,025-100%$349.5K———
Sivia Capital Partners, LLC
N/A—1,023-1,023-100%$348.9K———
Aimz Investment Advisors, LLC
N/A—1,015-1,015-100%$346.1K———
Strategic Investment Solutions, Inc.
N/A—1,014-1,014-100%$345.8K———
McNamara Financial Services, Inc.
N/A—1,012-1,012-100%$345.1K———
DRW Securities, LLC
N/A—1,011-1,011-100%$339.5K———
Marathon Trading Investment Management LLC
N/A—1,010-1,010-100%$344.4K———
Blalock Williams, LLC
N/A—1,004-1,004-100%$342.4K———
Elkhorn Partners Limited Partnership
N/A—1,000-1,000-100%$341.0K———
Permanent Capital Management, LP
N/A—997-997-100%$340.0K———
Wellington-Altus USA Inc.
N/A—993-993-100%$159.2K———
Navellier & Associates Inc
N/A—990-990-100%$337.6K———
Atom Investors LP
N/A—981-981-100%$334.5K———
V. M. Manning & Co., Inc.
N/A—972-972-100%$331.5K———
Synergy Financial Group, LTD
N/A—966-966-100%$329.4K———
Keating Financial Advisory Services, Inc.
N/A—965-965-100%$329.1K———
Safeguard Investment Advisory Group, LLC
N/A—965-965-100%$329.1K———
Stokes Family Office, LLC
N/A—965-965-100%$329.1K———
First National Bank of Omaha
N/A—964-964-100%$320.0K———
Navera Investment Management Ltd.
N/A—960-960-100%$327.0K———
Coign Capital Advisors LLC
N/A—960-960-100%$327.4K———
Matters Capital LLC
N/A—946-946-100%$322.6K———
Frisch Financial Group, Inc.
N/A—944-944-100%$321.9K———
BCS Private Wealth Management, Inc.
N/A—944-944-100%$321.9K———
Sovereign Financial Group, Inc.
N/A—934-934-100%$318.5K———
Sandy Cove Advisors, LLC
N/A—929-929-100%$316.8K———
Orcam Financial Group
N/A—928-928-100%$316.5K———
Old North State Trust, LLC
N/A—921-921-100%$314.0K———
Genesis Financial Group, LLC
N/A—913-913-100%$311.4K———
South Street Advisors LLC
N/A—912-912-100%$311.0K———
Farmers National Bank
N/A—910-910-100%$310.3K———
Bank Hapoalim BM
N/A—910-910-100%$310.0K———
Bridgewealth Advisory Group, LLC
N/A—908-908-100%$309.6K———
Zuckerman Investment Group, LLC
N/A—906-906-100%$309.0K———
Dynasty Wealth Management, LLC
N/A—905-905-100%$308.6K———
HHM Wealth Advisors, LLC
N/A—904-904-100%$308.3K———
Oder Investment Management, LLC
N/A—904-904-100%$308.3K———
Trustmark Bank Trust Department
N/A—901-901-100%$307.3K———
Consilio Wealth Advisors, LLC
N/A—898-898-100%$306.2K———
Wayfinding Financial, LLC
N/A—893-893-100%$304.0K———
Wealthspan Partners, LLC
N/A—882-882-100%$300.8K———
Infrastructure Capital Advisors, LLC
N/A—877-877-100%$299.1K———
Maimon Wealth Management Ltd.
N/A—876-876-100%$298.7K———
Argent Advisors, Inc.
N/A—875-875-100%$298.4K———
Schnieders Capital Management, Llc.
N/A—872-872-100%$297.4K———
Wrapmanager Inc
N/A—855-855-100%$291.6K———
Copley Financial Group, Inc.
N/A—855-855-100%$291.6K———
Van Diest Capital, LLC
N/A—853-853-100%$291.0K———
BTG Pactual Asset Management US LLC
N/A—850-850-100%$289.9K———
Southeast Asset Advisors, LLC
N/A—838-838-100%$285.8K———
Callahan Advisors, LLC
N/A—838-838-100%$285.8K———
Ironwood Investment Counsel, LLC
N/A—837-837-100%$285.4K———
DSM Capital Partners LLC
N/A—831-831-100%$283.4K———
New Insight Wealth Advisors
N/A—828-828-100%$282.4K———
Signet Private Wealth LLC
N/A—824-824-100%$281.0K———
Graney & King, LLC
N/A—820-820-100%$279.6K———
Evernest Financial Advisors, LLC
N/A—820-820-100%$279.6K———
Integrity Wealth Solutions LLC
N/A—812-812-100%$276.9K———
Investment Advisory Group, LLC
N/A—811-811-100%$276.6K———
Ramirez Asset Management, Inc.
N/A—800-800-100%$272.8K———
Prasad Wealth Partners, LLC
N/A—796-796-100%$271.4K———
BlackDiamond Wealth Management, LLC
N/A—794-794-100%$305.7K———
Alongside, LLC
N/A—775-775-100%$264.3K———
49 Wealth Management, LLC
N/A—775-775-100%$264.3K———
Mason & Associates Inc
N/A—757-757-100%$258.2K———
Caerus Investment Advisors, LLC
N/A—754-754-100%$257.1K———
German American Bancorp, Inc.
N/A—750-750-100%$255.8K———
Peregrine Asset Advisers, Inc.
N/A—748-748-100%$255.1K———
Pacific SUN Financial Corp
N/A—740-740-100%$252.4K———
Baltimore-Washington Financial Advisors, Inc.
N/A—737-737-100%$251.3K———
Sharp Wealth Advisory, LLC
N/A—737-737-100%$251.3K———
Banco BTG Pactual S.A.
N/A—725-725-100%$247.2K———
Turner Financial Group, Inc.
N/A—724-724-100%$247.0K———
Inspire Advisors, LLC
N/A—723-723-100%$246.9K———
Palumbo Wealth Management LLC
N/A—717-717-100%$244.5K———
Navis Wealth Advisors, LLC
N/A—711-711-100%$242.5K———
V2 Financial group LLC
N/A—700-700-100%$238.7K———
Coastwise Capital Group, LLC
N/A—692-692-100%$236.0K———
Mustico Financial Group, Inc.
N/A—691-691-100%$223.7K———
Aberdeen Wealth Management LLC
N/A—685-685-100%$233.6K———
Forum Private Client Group LLC
N/A—683-683-100%$233.0K———
First Western Trust Bank
N/A—680-680-100%$231.9K———
CM Wealth Advisors LLC
N/A—673-673-100%$229.5K———
Warner Group LLC
N/A—672-672-100%$229.2K———
Gambit Capital Management, LLC
N/A—671-671-100%$228.8K———
Noble Wealth Partners LLC
N/A—668-668-100%$227.8K———
Panoramic Capital Partners, LLC
N/A—667-667-100%$227.5K———
Next Capital Management LLC
N/A—660-660-100%$225.1K———
Truepoint, Inc.
N/A—653-653-100%$222.7K———
Cape COD Five Cents Savings Bank
N/A—648-648-100%$221.0K———
Allred Capital Management, LLC
N/A—647-647-100%$220.6K———
Cvfg LLC
N/A—645-645-100%$220.0K———
Knightsbridge Asset Management, LLC
N/A—640-640-100%$218.3K———
Walter & Keenan Wealth Management LLC
N/A—636-636-100%$216.9K———
Keyvantage Wealth, LLC
N/A—621-621-100%$211.8K———
Brio Consultants, LLC
N/A—618-618-100%$210.8K———
Johnson Financial Group, Inc.
N/A—617-617-100%$210.4K———
Brand Asset Management Group, Inc.
N/A—616-616-100%$210.1K———
Golden Road Advisors LLC
N/A—612-612-100%$208.7K———
CCG Wealth Management, LLC
N/A—608-608-100%$207.3K———
Meridian Wealth Partners, LLC
N/A—606-606-100%$206.7K———
Saiph Capital, LLC
N/A—603-603-100%$205.6K———
Astoria Portfolio Advisors Llc.
N/A—603-603-100%$205.5K———
January Capital Advisors LLC
N/A—600-600-100%$204.6K———
Port Capital LLC
N/A—594-594-100%$202.6K———
Regatta Research & Money Management
N/A—589-589-100%$200.9K———
Bollard Group LLC
N/A—583-583-100%$199.0K———
Glen Eagle Advisors, LLC
N/A—574-574-100%$195.7K———
UP Strategic Wealth Investment Advisors LLC
N/A—574-574-100%$208.2K———
Innovative Asset Advisors Group, LLC
N/A—571-571-100%$194.7K———
OV Management LLC
N/A—544-544-100%$185.5K———
Rowlandmiller & Partners.adv
N/A—470-470-100%$160.3K———
Tiaa Trust, National Association
N/A—433-433-100%$147.7K———
Meeder Asset Management Inc
N/A—423-423-100%$144.3K———
Medallion Wealth Advisors, LLC
N/A—417-417-100%$142.2K———
Palladiem, LLC
N/A—407-407-100%$138.8K———
Mcguire Capital Advisors Inc
N/A—403-403-100%$137.4K———
Cohen & Steers, Inc.
N/A—400-400-100%$136.0K———
Orion Capital Management LLC
N/A—392-392-100%$133.7K———
Synergy Investment Management, LLC
N/A—373-373-100%$123.4K———
Beaird Harris Wealth Management, LLC
N/A—372-372-100%$126.9K———
Prosperity Bancshares Inc
N/A—372-372-100%$126.9K———
Cetera Trust Company, N.a
N/A—348-348-100%$118.7K———
ABS Investment Management LLC
N/A—341-341-100%$545.6K———
Kemnay Advisory Services Inc.
N/A—328-328-100%$111.9K———
Anchor Investment Management, LLC
N/A—325-325-100%$110.7K———
Mark Sheptoff Financial Planning, LLC
N/A—300-300-100%$102.3K———
Bank of the Bluegrass & Trust Co.
N/A—300-300-100%$119.2K———
Pingora Partners LLC
N/A—280-280-100%$95.5K———
PlanVest Financial, Inc
N/A—270-270-100%$92.1K———
Uniplan Investment Counsel, Inc.
N/A—267-267-100%$91.1K———
Kerr Financial Planning Corp
N/A—261-261-100%$88.8K———
Raffa Wealth Management, LLC
N/A—260-260-100%$88.7K———
Sittner & Nelson, LLC
N/A—246-246-100%$83.9K———
Millstone Evans Group, LLC
N/A—245-245-100%$83.6K———
Heritage Wealth Advisors
N/A—231-231-100%$78.8K———
SBI Okasan Asset Management Co.Ltd.
N/A—225-225-100%$74.7K———
Seneschal Advisors, LLC
N/A—213-213-100%$72.6K———
Atlantic Private Wealth, LLC
N/A—200-200-100%$68.2K———
Cornerstone Financial Management LLC
N/A—197-197-100%$67.2K———
Frazier Financial Advisors, LLC
N/A—192-192-100%$65.5K———
C M Bidwell & Associates LTD
N/A—182-182-100%$62.1K———
Oakmont Advisory Group, LLC
N/A—182-182-100%$62.0K———
Ankerstar Wealth, LLC
N/A—161-161-100%$54.9K———
Caitlin John, LLC
N/A—160-160-100%$54.6K———
USA Financial Formulas
N/A—153-153-100%$52.2K———
FWL Investment Management, LLC
N/A—152-152-100%$51.8K———
WHI Trust Co LLC
N/A—150-150-100%$51.2K———
Rialto Wealth Management, LLC
N/A—147-147-100%$50.1K———
Marshall Investment Management, LLC
N/A—143-143-100%$48.8K———
Walleye Capital LLC
N/A—142-142-100%$48.4K———
VSM Wealth Advisory, LLC
N/A—140-140-100%$47.7K———
PIN OAK Investment Advisors Inc
N/A—137-137-100%$47.0K———
Prestige Wealth Management Group LLC
N/A—136-136-100%$46.4K———
Dunhill Financial, LLC
N/A—130-130-100%$44.5K———
Tidemark, LLC
N/A—127-127-100%$43.3K———
Darwin Wealth Management, LLC
N/A—124-124-100%$42.3K———
Dogwood Wealth Management LLC
N/A—122-122-100%$41.6K———
Allied Private Wealth LLC
N/A—120-120-100%$38.5K———
One Wealth Map LLC
N/A—120-120-100%$37.7K———
Kilter Group LLC
N/A—113-113-100%$38.5K———
Top Private Wealth Llc.
N/A—100-100-100%$34.1K———
EMC Capital Management
N/A—100-100-100%$34.0K———
Napier Financial, LLC
N/A—100-100-100%$34.1K———
TD Capital Management LLC
N/A—100-100-100%$34.1K———
Miller Capital Partners, Inc.
N/A—92-92-100%$31.4K———
Crews Bank & Trust
N/A—85-85-100%$29.0K———
JPL Wealth Management, LLC
N/A—82-82-100%$28.0K———
Delos Wealth Advisors, LLC
N/A—81-81-100%$27.6K———
N.E.W. Advisory Services LLC
N/A—80-80-100%$27.3K———
Vision Retirement, LLC
N/A—75-75-100%$25.6K———
1015 Capital Partners, LLC
N/A—65-65-100%$22.2K———
Anchor Bay Capital, Inc.
N/A—65-65-100%$25.0K———
Atomic Invest LLC
N/A—64-64-100%$21.1K———
Highland Investment Advisors LLC
N/A—61-61-100%$20.8K———
Sankala Group LLC
N/A—58-58-100%$21.7K———
Cbiz Investment Advisory Services, LLC
N/A—54-54-100%$8.7K———
Lavaca Capital LLC
N/A—54-54-100%$18.4K———
Chesapeake Asset Management LLC
N/A—52-52-100%$17.7K———
Imprint Wealth LLC
N/A—47-47-100%$16.0K———
Roble, Belko & Company, Inc
N/A—45-45-100%$15———
Berkshire Capital Holdings Inc
N/A—42-42-100%$14.3K———
Osbon Capital Management LLC
N/A—40-40-100%$13.6K———
WealthCollab, LLC
N/A—36-36-100%$12.3K———
IMA Advisory Services, Inc.
N/A—35-35-100%$11.9K———
Game Plan Financial Advisors, LLC
N/A—35-35-100%$11.9K———
Measured Wealth Private Client Group, LLC
N/A—30-30-100%$10.2K———
Quarry LP
N/A—30-30-100%$10.2K———
Luminist Capital LLC
N/A—30-30-100%$10.2K———
Jackson, Grant Investment Advisers, Inc.
N/A—24-24-100%$8.2K———
Corsicana & Co.
N/A—24-24-100%$8.2K———
Philadelphia Investment Partners, LLC
N/A—22-22-100%$7.5K———
Proffitt & Goodson Inc
N/A—20-20-100%$6.8K———
Swan Capital LLC
N/A—20-20-100%$6.8K———
Leo H. Evart, Inc.
N/A—14-14-100%$4.8K———
Bravera Wealth
N/A—13-13-100%$4.4K———
Delta Asset Management LLC
N/A—12-12-100%$4.1K———
Mpwm Advisory Solutions, LLC
N/A—11-11-100%$3.8K———
Richard W. Paul & Associates, LLC
N/A—8-8-100%$2.7K———
Basepoint Wealth LLC
N/A—8-8-100%$2.7K———
HFM Investment Advisors, LLC
N/A—7-7-100%$2.4K———
Financial Life Planners
N/A—6-6-100%$2.0K———
HighMark Wealth Management LLC
N/A—6-6-100%$2.0K———
Chelsea Counsel Co
N/A—2-2-100%$683———
Ross\johnson & Associates LLC
N/A—2-2-100%$682———
Godfrey Financial Associates, Inc.
N/A—1-1-100%$341———
Showing 3131 of 3131 institutions