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Pepsico Inc (PEP)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Geode Capital Management, LLC
INCREASED
Shares35,595,789 from 34,977,755
Change+618,034 (+2%)
Value$4.5B (-$218.5M)
Filed 2026-11-06
Amundi
INCREASED
Shares10,833,337 from 8,351,306
Change+2,482,031 (+30%)
Value$1.4B (+$242.0M)
Filed 2026-11-06
Bank of New York Mellon Corp
DECREASED
Shares10,668,671 from 10,716,001
Change-47,330 (0%)
Value$1.4B (-$99.0M)
Filed 2026-11-05
Deutsche Bank Ag\
INCREASED
Shares9,387,828 from 8,533,926
Change+853,902 (+10%)
Value$1.2B (+$34.1M)
Filed 2026-11-06
Fisher Asset Management, LLC
INCREASED
Shares8,987,086 from 8,676,821
Change+310,265 (+4%)
Value$1.1B (-$36.0M)
Filed 2026-11-06
Dimensional Fund Advisors LP
INCREASED
Shares8,429,352 from 8,295,152
Change+134,200 (+2%)
Value$1.1B (-$55.0M)
Filed 2026-11-04
Acadian Asset Management LLC
DECREASED
Shares5,261,479 from 6,744,246
Change-1,482,767 (-22%)
Value$666.7K (-$912.5M)
Filed 2026-11-09
PNC Financial Services Group, Inc.
DECREASED
Shares3,791,627 from 3,849,038
Change-57,411 (-1%)
Value$480.5M (-$40.7M)
Filed 2026-11-06
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares3,708,976 from 3,499,917
Change+209,059 (+6%)
Value$470.0M (-$3.9M)
Filed 2026-11-05
DekaBank Deutsche Girozentrale
INCREASED
Shares3,489,727 from 2,756,660
Change+733,067 (+27%)
Value$449.0K (+$22.4K)
Filed 2026-10-27
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares3,418,671 from 3,550,169
Change-131,498 (-4%)
Value$433.2M (-$47.5M)
Filed 2026-10-29
Aberdeen Group plc
INCREASED
Shares2,863,052 from 1,105,492
Change+1,757,560 (+159%)
Value$80.0M (-$69.7M)
Filed 2026-11-06
Barclays PLC
DECREASED
Shares2,779,568 from 2,943,243
Change-163,675 (-6%)
Value$352.2M (-$46.3M)
Filed 2026-11-06
ProShare Advisors LLC
INCREASED
Shares2,757,253 from 2,533,885
Change+223,368 (+9%)
Value$349.4M (+$6.3M)
Filed 2026-10-29
Nordea Investment Management AB
DECREASED
Shares2,753,709 from 2,934,401
Change-180,692 (-6%)
Value$353.2M (-$47.7M)
Filed 2026-11-09
LPL Financial LLC
INCREASED
Shares2,589,877 from 2,503,539
Change+86,338 (+3%)
Value$328.2M (-$10.8M)
Filed 2026-11-06
Flossbach VON Storch SE
DECREASED
Shares2,472,175 from 2,554,594
Change-82,419 (-3%)
Value$313.3M (-$32.6M)
Filed 2026-10-28
Bank of Montreal
DECREASED
Shares2,362,426 from 2,521,805
Change-159,379 (-6%)
Value$299.4M (-$42.1M)
Filed 2026-11-09
Beutel, Goodman & Co Ltd.
INCREASED
Shares2,279,847 from 22,739
Change+2,257,108 (+9926%)
Value$288.9K (-$2.8M)
Filed 2026-11-04
Citigroup Inc
DECREASED
Shares2,258,460 from 2,754,649
Change-496,189 (-18%)
Value$286.2M (-$86.8M)
Filed 2026-11-04
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares2,225,743 from 1,878,694
Change+347,049 (+18%)
Value$282.0M (+$27.7M)
Filed 2026-11-03
PineStone Asset Management Inc.
DECREASED
Shares2,111,258 from 2,182,458
Change-71,200 (-3%)
Value$267.5M (-$28.0M)
Filed 2026-10-16
Yacktman Asset Management LP
INCREASED
Shares2,097,084 from 2,072,843
Change+24,241 (+1%)
Value$265.7M (-$14.9M)
Filed 2026-11-02
Fiera Capital Corp
DECREASED
Shares1,998,354 from 2,261,117
Change-262,763 (-12%)
Value$253.2M (-$52.9M)
Filed 2026-11-06
Russell Investments Group, Ltd.
DECREASED
Shares1,803,382 from 1,898,888
Change-95,506 (-5%)
Value$229.2M (-$29.3M)
Filed 2026-11-06
Principal Financial Group Inc
DECREASED
Shares1,574,763 from 1,716,571
Change-141,808 (-8%)
Value$199.6M (-$32.9M)
Filed 2026-11-02
US Bancorp \de\
DECREASED
Shares1,378,317 from 1,538,725
Change-160,408 (-10%)
Value$174.7M (-$33.7M)
Filed 2026-11-05
Guinness Asset Management LTD
DECREASED
Shares1,315,210 from 1,363,494
Change-48,284 (-4%)
Value$166.7M (-$17.1M)
Filed 2026-11-05
Assenagon Asset Management S.A.
DECREASED
Shares1,248,594 from 3,715,812
Change-2,467,218 (-66%)
Value$158.2M (-$344.9M)
Filed 2026-10-15
Cincinnati Insurance Co
UNCHANGED
Shares1,240,500 from 1,240,500
Change0 (0%)
Value$157.2M (-$10.8M)
Filed 2026-11-03
LSV Asset Management
INCREASED
Shares1,231,821 from 792,839
Change+438,982 (+55%)
Value$156.1K (-$107.2M)
Filed 2026-11-06
MacKenzie Financial Corp
INCREASED
Shares1,194,158 from 1,094,603
Change+99,555 (+9%)
Value$151.3M (+$3.1M)
Filed 2026-11-02
Neos Investment Management LLC
INCREASED
Shares1,169,093 from 1,042,623
Change+126,470 (+12%)
Value$148.1M (+$7.0M)
Filed 2026-11-04
Keybank National Association
INCREASED
Shares1,124,734 from 1,025,539
Change+99,195 (+10%)
Value$142.5M (+$3.7M)
Filed 2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares1,088,904 from 1,060,373
Change+28,531 (+3%)
Value$129.3M (-$5.8M)
Filed 2026-10-13
New York State Teachers Retirement System
DECREASED
Shares1,067,396 from 1,119,123
Change-51,727 (-5%)
Value$135.3K (-$151.4M)
Filed 2026-10-22
Lansforsakringar Fondforvaltning AB (publ)
INCREASED
Shares1,061,266 from 1,005,198
Change+56,068 (+6%)
Value$134.5M (-$1.6M)
Filed 2026-11-09
Lindsell Train Ltd
DECREASED
Shares950,988 from 1,023,706
Change-72,718 (-7%)
Value$120.5M (-$18.1M)
Filed 2026-11-02
Truist Financial Corp
DECREASED
Shares914,457 from 963,841
Change-49,384 (-5%)
Value$115.9M (-$14.6M)
Filed 2026-10-30
Fifth Third Bancorp
DECREASED
Shares913,232 from 989,938
Change-76,706 (-8%)
Value$115.7M (-$18.3M)
Filed 2026-11-05
Danske Bank A/S
DECREASED
Shares883,576 from 1,175,464
Change-291,888 (-25%)
Value$112.0M (-$47.2M)
Filed 2026-11-09
PFA Pension, Forsikringsaktieselskab
DECREASED
Shares880,319 from 953,082
Change-72,763 (-8%)
Value$111.6M (-$17.5M)
Filed 2026-11-06
Swedbank AB
DECREASED
Shares878,665 from 888,767
Change-10,102 (-1%)
Value$111.3M (-$9.0M)
Filed 2026-10-27
Pictet Asset Management Holding SA
DECREASED
Shares832,457 from 851,584
Change-19,127 (-2%)
Value$105.5M (-$9.8M)
Filed 2026-11-03
Focused Investors LLC
DECREASED
Shares817,950 from 972,650
Change-154,700 (-16%)
Value$103.7M (-$28.0M)
Filed 2026-10-30
Creative Planning
DECREASED
Shares815,590 from 827,634
Change-12,044 (-1%)
Value$103.4M (-$8.7M)
Filed 2026-11-02
Squarepoint Ops LLC
DECREASED
Shares775,461 from 1,980,185
Change-1,204,724 (-61%)
Value$98.3M (-$169.9M)
Filed 2026-11-09
Davenport & Co LLC
INCREASED
Shares729,609 from 581,948
Change+147,661 (+25%)
Value$92.8M (+$13.6M)
Filed 2026-10-14
King Luther Capital Management Corp
DECREASED
Shares716,040 from 767,078
Change-51,038 (-7%)
Value$90.7M (-$13.1M)
Filed 2026-11-05
CIBC Asset Management Inc
DECREASED
Shares711,104 from 726,686
Change-15,582 (-2%)
Value$90.1M (-$8.3M)
Filed 2026-11-05
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED
Shares698,342 from 847,234
Change-148,892 (-18%)
Value$88.5M (-$26.2M)
Filed 2026-10-15
KBC Group NV
INCREASED
Shares696,449 from 685,312
Change+11,137 (+2%)
Value$88.3K (-$92.7M)
Filed 2026-10-22
Asset Management One Co., Ltd.
INCREASED
Shares675,837 from 667,250
Change+8,587 (+1%)
Value$85.6M (-$4.7M)
Filed 2026-10-27
Commonwealth Equity Services, LLC
DECREASED
Shares641,056 from 671,457
Change-30,401 (-5%)
Value$81.2M (-$9.7M)
Filed 2026-11-02
Swiss Life Asset Management Ltd
INCREASED
Shares635,098 from 455,416
Change+179,682 (+39%)
Value$80.5M (+$18.8M)
Filed 2026-11-03
Thrivent Financial for Lutherans
DECREASED
Shares603,910 from 604,104
Change-194 (0%)
Value$76.5K (-$81.7M)
Filed 2026-11-05
Handelsbanken Fonder AB
INCREASED
Shares588,166 from 562,298
Change+25,868 (+5%)
Value$74.5K (-$1.6K)
Filed 2026-11-09
Temasek Holdings (Private) Ltd
UNCHANGED
Shares579,619 from 579,619
Change0 (0%)
Value$73.4M (-$5.0M)
Filed 2026-10-28
Baillie Gifford & Co
DECREASED
Shares578,583 from 603,782
Change-25,199 (-4%)
Value$73.3M (-$8.4M)
Filed 2026-11-09
Strs Ohio
DECREASED
Shares564,831 from 590,123
Change-25,292 (-4%)
Value$71.6M (-$8.3M)
Filed 2026-10-30
Bessemer Group Inc
DECREASED
Shares543,410 from 592,080
Change-48,670 (-8%)
Value$68.9K (-$80.1M)
Filed 2026-11-09
Douglas Lane & Associates, LLC
INCREASED
Shares529,950 from 511,236
Change+18,714 (+4%)
Value$67.2M (-$2.1M)
Filed 2026-10-09
Bahl & Gaynor LLC
DECREASED
Shares526,026 from 606,526
Change-80,500 (-13%)
Value$66.7M (-$15.5M)
Filed 2026-11-05
Fort Washington Investment Advisors Inc
DECREASED
Shares522,233 from 524,663
Change-2,430 (0%)
Value$66.2M (-$4.9M)
Filed 2026-10-15
Sanders Capital, LLC
DECREASED
Shares507,521 from 530,401
Change-22,880 (-4%)
Value$64.3M (-$7.5M)
Filed 2026-11-02
D.A. Davidson & Co.
INCREASED
Shares493,959 from 491,937
Change+2,022 (+0%)
Value$62.6M (-$4.0M)
Filed 2026-10-28
Virginia Retirement Systems ET Al
DECREASED
Shares480,316 from 541,816
Change-61,500 (-11%)
Value$60.9M (-$12.5M)
Filed 2026-10-28
ASR Vermogensbeheer N.V.
INCREASED
Shares478,836 from 442,064
Change+36,772 (+8%)
Value$60.7M (+$822.2K)
Filed 2026-10-16
Boston Trust Walden Corp
DECREASED
Shares463,732 from 514,132
Change-50,400 (-10%)
Value$58.8M (-$10.8M)
Filed 2026-10-30
Aegon Asset Management UK PLC
DECREASED
Shares452,128 from 495,638
Change-43,510 (-9%)
Value$57.3M (-$9.8M)
Filed 2026-11-04
Daiwa Securities Group Inc.
DECREASED
Shares444,458 from 480,276
Change-35,818 (-7%)
Value$56.3M (-$8.7M)
Filed 2026-10-29
State of New Jersey Common Pension Fund D
DECREASED
Shares442,673 from 444,006
Change-1,333 (0%)
Value$56.1M (-$4.0M)
Filed 2026-11-05
Old Republic International Corp
DECREASED
Shares432,850 from 460,250
Change-27,400 (-6%)
Value$54.9K (-$7.6K)
Filed 2026-10-26
Exchange Traded Concepts, LLC
INCREASED
Shares430,086 from 339,805
Change+90,281 (+27%)
Value$54.5M (+$8.5M)
Filed 2026-10-28
SEB Asset Management AB
DECREASED
Shares422,031 from 526,880
Change-104,849 (-20%)
Value$53.5M (-$17.9M)
Filed 2026-11-04
Kornitzer Capital Management Inc
INCREASED
Shares419,911 from 412,189
Change+7,722 (+2%)
Value$53.2M (-$2.6M)
Filed 2026-11-03
Midwest Trust Co
INCREASED
Shares400,353 from 384,601
Change+15,752 (+4%)
Value$50.7M (-$1.3M)
Filed 2026-10-22
J. Safra Sarasin Holding AG
INCREASED
Shares393,203 from 391,872
Change+1,331 (+0%)
Value$59.7M (+$29.2K)
Filed 2026-10-26
Czech National Bank
INCREASED
Shares392,166 from 389,035
Change+3,131 (+1%)
Value$49.7M (-$3.0M)
Filed 2026-10-13
Vest Financial, LLC
INCREASED
Shares392,105 from 343,997
Change+48,108 (+14%)
Value$49.7M (+$3.1M)
Filed 2026-10-21
B. Metzler seel. Sohn & Co. AG
INCREASED
Shares390,289 from 377,115
Change+13,174 (+3%)
Value$49.5M (-$1.6M)
Filed 2026-10-30
Welch & Forbes LLC
DECREASED
Shares389,837 from 402,525
Change-12,688 (-3%)
Value$49.4M (-$5.1M)
Filed 2026-11-04
Arizona State Retirement System
INCREASED
Shares380,671 from 379,252
Change+1,419 (+0%)
Value$48.2M (-$3.1M)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares378,864 from 360,092
Change+18,772 (+5%)
Value$48.0K (-$48.7M)
Filed 2026-11-02
Nykredit A/S
DECREASED
Shares373,300 from 382,560
Change-9,260 (-2%)
Value$47.3M (-$4.5M)
Filed 2026-11-06
Rockland Trust Co
INCREASED
Shares367,153 from 357,750
Change+9,403 (+3%)
Value$46.5M (-$1.9M)
Filed 2026-10-05
Rakuten Investment Management, Inc.
INCREASED
Shares363,598 from 329,506
Change+34,092 (+10%)
Value$46.8M (+$1.1M)
Filed 2026-10-30
BI Asset Management Fondsmaeglerselskab A/S
DECREASED
Shares359,357 from 607,710
Change-248,353 (-41%)
Value$45.5K (-$82.2M)
Filed 2026-10-22
Welch Group, LLC
INCREASED
Shares353,597 from 346,274
Change+7,323 (+2%)
Value$44.8M (-$2.1M)
Filed 2026-10-29
State of Michigan Retirement System
DECREASED
Shares351,222 from 358,222
Change-7,000 (-2%)
Value$44.5M (-$4.0M)
Filed 2026-10-27
Nisa Investment Advisors, LLC
DECREASED
Shares349,592 from 361,020
Change-11,428 (-3%)
Value$44.3M (-$4.6M)
Filed 2026-10-20
Everett Harris & Co
DECREASED
Shares349,124 from 356,791
Change-7,667 (-2%)
Value$44.2M (-$4.1M)
Filed 2026-10-28
Nichols & Pratt Advisers LLP
DECREASED
Shares346,901 from 354,402
Change-7,501 (-2%)
Value$43.6M (-$4.4M)
Filed 2026-10-13
PensionDanmark Pensionsforsikringsaktieselskab
INCREASED
Shares344,209 from 337,497
Change+6,712 (+2%)
Value$43.6M (-$2.1M)
Filed 2026-10-19
Auto-Owners Insurance Co
UNCHANGED
Shares329,278 from 329,278
Change0 (0%)
Value$41.7M (-$2.9M)
Filed 2026-10-15
Vaughan David Investments LLC
INCREASED
Shares320,572 from 313,116
Change+7,456 (+2%)
Value$40.6K (-$42.4M)
Filed 2026-11-05
IFM Investors Pty Ltd
INCREASED
Shares318,258 from 311,164
Change+7,094 (+2%)
Value$40.3M (-$1.8M)
Filed 2026-10-14
Salem Investment Counselors Inc
INCREASED
Shares314,704 from 287,078
Change+27,626 (+10%)
Value$39.9M (+$1.0M)
Filed 2026-10-13
Gateway Investment Advisers LLC
INCREASED
Shares313,091 from 284,112
Change+28,979 (+10%)
Value$39.7M (+$1.2M)
Filed 2026-10-13
Corda Investment Management, Llc.
INCREASED
Shares311,357 from 303,053
Change+8,304 (+3%)
Value$39.5M (-$1.6M)
Filed 2026-10-22
Eurizon Capital SGR S.p.A.
DECREASED
Shares307,178 from 399,335
Change-92,157 (-23%)
Value$39.0M (-$15.2M)
Filed 2026-11-06
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED
Shares301,551 from 301,882
Change-331 (0%)
Value$38.2M (-$2.7M)
Filed 2026-11-03
Matrix Asset Advisors Inc
INCREASED
Shares297,512 from 268,055
Change+29,457 (+11%)
Value$37.7M (+$1.4M)
Filed 2026-10-13
Kestra Advisory Services, LLC
INCREASED
Shares297,347 from 244,609
Change+52,738 (+22%)
Value$37.7M (+$4.6M)
Filed 2026-11-02
Cohen Klingenstein LLC
DECREASED
Shares294,631 from 295,866
Change-1,235 (0%)
Value$37.3M (-$2.7M)
Filed 2026-10-15
Absher Wealth Management, LLC
INCREASED
Shares290,586 from 269,725
Change+20,861 (+8%)
Value$36.8M (+$302.4K)
Filed 2026-11-02
Retirement Systems of Alabama
DECREASED
Shares286,229 from 400,527
Change-114,298 (-29%)
Value$36.3M (-$18.0M)
Filed 2026-11-04
Mondrian Investment Partners LTD
DECREASED
Shares286,077 from 546,759
Change-260,682 (-48%)
Value$36.3M (-$37.8M)
Filed 2026-10-23
Conning Inc.
INCREASED
Shares285,639 from 263,864
Change+21,775 (+8%)
Value$36.2M (+$469.0K)
Filed 2026-10-27
Roffman Miller Associates Inc
INCREASED
Shares281,223 from 256,046
Change+25,177 (+10%)
Value$31.6M (-$3.1M)
Filed 2026-10-19
Xponance LLC
INCREASED
Shares280,649 from 264,243
Change+16,406 (+6%)
Value$35.6M (-$214.7K)
Filed 2026-11-03
Vontobel Holding Ltd.
DECREASED
Shares274,171 from 577,168
Change-302,997 (-52%)
Value$34.7M (-$43.4M)
Filed 2026-10-16
Smith Chas P & Associates PA Cpas
INCREASED
Shares272,823 from 259,252
Change+13,571 (+5%)
Value$35.9M (+$770.8K)
Filed 2026-10-22
GF Fund Management Co. Ltd.
DECREASED
Shares271,358 from 276,018
Change-4,660 (-2%)
Value$34.4M (-$3.0M)
Filed 2026-10-26
Cambiar Investors LLC
DECREASED
Shares269,402 from 318,975
Change-49,573 (-16%)
Value$34.1M (-$9.1M)
Filed 2026-11-04
First American Bank
DECREASED
Shares266,998 from 297,092
Change-30,094 (-10%)
Value$33.8M (-$6.4M)
Filed 2026-10-27
Illinois Municipal Retirement Fund
INCREASED
Shares266,016 from 255,999
Change+10,017 (+4%)
Value$33.7M (-$952.7K)
Filed 2026-11-05
Williams Jones Wealth Management, Llc.
DECREASED
Shares254,761 from 267,519
Change-12,758 (-5%)
Value$32.3M (-$3.9M)
Filed 2026-11-05
Robeco Institutional Asset Management B.V.
DECREASED
Shares247,847 from 1,088,276
Change-840,429 (-77%)
Value$31.4M (-$115.9M)
Filed 2026-10-20
Savant Capital, LLC
INCREASED
Shares240,444 from 233,843
Change+6,601 (+3%)
Value$30.5M (-$3.1M)
Filed 2026-11-06
Sterling Capital Management LLC
DECREASED
Shares236,685 from 270,206
Change-33,521 (-12%)
Value$30.0M (-$6.6M)
Filed 2026-10-22
Amalgamated Bank
DECREASED
Shares236,586 from 243,333
Change-6,747 (-3%)
Value$30.0K (-$32.9M)
Filed 2026-10-23
New York Life Investment Management LLC
INCREASED
Shares235,957 from 233,016
Change+2,941 (+1%)
Value$29.9M (-$1.6M)
Filed 2026-11-04
LBP AM SA
INCREASED
Shares224,675 from 68,099
Change+156,576 (+230%)
Value$28.5M (+$19.3M)
Filed 2026-11-06
Verity & Verity, LLC
INCREASED
Shares222,091 from 219,678
Change+2,413 (+1%)
Value$28.1M (-$1.6M)
Filed 2026-10-23
iA Global Asset Management Inc.
DECREASED
Shares219,615 from 250,217
Change-30,602 (-12%)
Value$27.8K (-$33.9M)
Filed 2026-10-29
Oppenheimer Asset Management Inc.
INCREASED
Shares217,324 from 195,871
Change+21,453 (+11%)
Value$27.5M (+$1.0M)
Filed 2026-10-27
Wealthfront Advisers LLC
INCREASED
Shares217,191 from 204,798
Change+12,393 (+6%)
Value$27.5M (-$207.2K)
Filed 2026-11-09
Busey Bank
DECREASED
Shares214,883 from 215,358
Change-475 (0%)
Value$27.2M (-$1.9M)
Filed 2026-10-26
Tandem Investment Advisors, Inc.
INCREASED
Shares214,311 from 193,158
Change+21,153 (+11%)
Value$27.2M (+$1.0M)
Filed 2026-11-04
Waters Parkerson & Co., LLC
INCREASED
Shares213,286 from 208,802
Change+4,484 (+2%)
Value$27.0M (-$1.2M)
Filed 2026-11-04
ABN Amro Investment Solutions
INCREASED
Shares211,988 from 173,167
Change+38,821 (+22%)
Value$26.9M (+$3.4M)
Filed 2026-10-21
Meyer Handelman Co
DECREASED
Shares211,605 from 230,484
Change-18,879 (-8%)
Value$26.8M (-$4.4M)
Filed 2026-10-28
Lido Advisors, LLC
DECREASED
Shares207,433 from 212,417
Change-4,984 (-2%)
Value$26.3M (-$2.5M)
Filed 2026-11-04
Sumitomo Mitsui DS Asset Management Company, Ltd
DECREASED
Shares207,257 from 211,745
Change-4,488 (-2%)
Value$26.3M (-$2.4M)
Filed 2026-10-20
TD Waterhouse Canada Inc.
DECREASED
Shares202,966 from 412,372
Change-209,406 (-51%)
Value$25.5M (-$32.7M)
Filed 2026-10-16
Police & Firemen's Retirement System of New Jersey
DECREASED
Shares200,307 from 204,417
Change-4,110 (-2%)
Value$25.4M (-$2.3M)
Filed 2026-11-09
Tctc Holdings, LLC
INCREASED
Shares199,508 from 199,388
Change+120 (+0%)
Value$25.3M (-$1.7M)
Filed 2026-11-02
Willis Investment Counsel
DECREASED
Shares198,361 from 239,514
Change-41,153 (-17%)
Value$25.1M (-$7.3M)
Filed 2026-10-20
Clearstead Advisors, LLC
DECREASED
Shares196,965 from 206,187
Change-9,222 (-4%)
Value$25.0M (-$3.0M)
Filed 2026-11-06
Avanza Fonder AB
INCREASED
Shares196,704 from 178,340
Change+18,364 (+10%)
Value$24.9M (+$779.1K)
Filed 2026-10-13
UniSuper Management Pty Ltd
DECREASED
Shares194,324 from 414,364
Change-220,040 (-53%)
Value$24.6M (-$31.5M)
Filed 2026-10-26
Calamos Advisors LLC
INCREASED
Shares192,188 from 188,382
Change+3,806 (+2%)
Value$24.4M (-$1.2M)
Filed 2026-11-02
Bank Julius Baer & Co. Ltd, Zurich
INCREASED
Shares191,162 from 177,555
Change+13,607 (+8%)
Value$24.2M (+$163.8K)
Filed 2026-10-29
Candriam S.C.A.
INCREASED
Shares185,793 from 179,182
Change+6,611 (+4%)
Value$23.6M (-$608.2K)
Filed 2026-11-03
Arbejdsmarkedets Tillaegspension
DECREASED
Shares185,400 from 193,900
Change-8,500 (-4%)
Value$23.5M (-$2.8M)
Filed 2026-10-30
Professional Advisory Services Inc
DECREASED
Shares182,030 from 194,772
Change-12,742 (-7%)
Value$23.1K (-$3.3K)
Filed 2026-10-08
DDD Partners, LLC
INCREASED
Shares181,026 from 137,578
Change+43,448 (+32%)
Value$22.9M (+$4.3M)
Filed 2026-11-02
Viking Fund Management LLC
INCREASED
Shares180,000 from 139,000
Change+41,000 (+30%)
Value$22.8M (+$4.0M)
Filed 2026-10-14
Deroy & Devereaux Private Investment Counsel Inc
INCREASED
Shares178,693 from 176,444
Change+2,249 (+1%)
Value$22.6K (-$23.9M)
Filed 2026-10-26
Farmers & Merchants Investments Inc
INCREASED
Shares178,562 from 172,175
Change+6,387 (+4%)
Value$22.6M (-$685.1K)
Filed 2026-10-22
Campbell Newman Asset Management Inc
DECREASED
Shares178,157 from 185,743
Change-7,586 (-4%)
Value$22.6M (-$2.6M)
Filed 2026-10-22
Pinnacle Associates LTD
DECREASED
Shares176,656 from 184,500
Change-7,844 (-4%)
Value$22.4M (-$2.6M)
Filed 2026-10-20
Banque Pictet & CIE SA
INCREASED
Shares174,844 from 153,181
Change+21,663 (+14%)
Value$22.2M (+$1.4M)
Filed 2026-10-16
Troy Asset Management Ltd
DECREASED
Shares170,342 from 182,153
Change-11,811 (-6%)
Value$21.6M (-$3.1M)
Filed 2026-10-28
Oregon Public Employees Retirement Fund
DECREASED
Shares167,838 from 168,004
Change-166 (0%)
Value$21.3M (-$1.5M)
Filed 2026-10-30
Birch Hill Investment Advisors LLC
DECREASED
Shares167,442 from 184,915
Change-17,473 (-9%)
Value$21.2M (-$3.8M)
Filed 2026-10-16
Saratoga Research & Investment Management
DECREASED
Shares163,570 from 164,728
Change-1,158 (-1%)
Value$20.7M (-$1.6M)
Filed 2026-10-16
Torray Investment Partners LLC
INCREASED
Shares163,262 from 146,268
Change+16,994 (+12%)
Value$20.7M (+$883.9K)
Filed 2026-10-30
Philip James Wealth Mangement, LLC
INCREASED
Shares161,639 from 96,392
Change+65,247 (+68%)
Value$20.5M (+$7.4M)
Filed 2026-10-27
State of Alaska, Department of Revenue
DECREASED
Shares160,703 from 165,331
Change-4,628 (-3%)
Value$20.4K (-$22.4M)
Filed 2026-10-15
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED
Shares159,818 from 168,532
Change-8,714 (-5%)
Value$20.3M (-$2.6M)
Filed 2026-10-23
Chesley Taft & Associates LLC
DECREASED
Shares157,864 from 162,052
Change-4,188 (-3%)
Value$20.0M (-$1.9M)
Filed 2026-10-13
HB Wealth Management, LLC
INCREASED
Shares156,360 from 148,180
Change+8,180 (+6%)
Value$19.8M (-$249.7K)
Filed 2026-10-23
Kestra Private Wealth Services, LLC
INCREASED
Shares155,715 from 152,730
Change+2,985 (+2%)
Value$19.7M (-$947.4K)
Filed 2026-11-06
Wilmington Savings Fund Society, FSB
DECREASED
Shares155,580 from 160,019
Change-4,439 (-3%)
Value$19.7M (-$2.0M)
Filed 2026-10-23
Clifford Swan Investment Counsel LLC
INCREASED
Shares154,549 from 152,112
Change+2,437 (+2%)
Value$19.6M (-$1.0M)
Filed 2026-11-05
Yousif Capital Management, LLC
INCREASED
Shares153,220 from 151,744
Change+1,476 (+1%)
Value$19.4M (-$1.1M)
Filed 2026-10-22
Louisiana State Employees Retirement System
DECREASED
Shares153,100 from 157,700
Change-4,600 (-3%)
Value$19.4M (-$2.0M)
Filed 2026-10-20
Allspring Global Investments Holdings, LLC
INCREASED
Shares152,697 from 151,240
Change+1,457 (+1%)
Value$19.2M (-$2.2M)
Filed 2026-11-04
Border to Coast Pensions Partnership Ltd
DECREASED
Shares150,578 from 309,269
Change-158,691 (-51%)
Value$19.1K (-$41.8M)
Filed 2026-10-09
Fidelity National Financial, Inc.
UNCHANGED
Shares150,000 from 150,000
Change0 (0%)
Value$19.0M (-$1.3M)
Filed 2026-11-06
MassMutual Private Wealth & Trust, FSB
INCREASED
Shares149,520 from 146,901
Change+2,619 (+2%)
Value$18.9M (-$943.2K)
Filed 2026-10-05
Telos Capital Management, Inc.
DECREASED
Shares147,752 from 148,515
Change-763 (-1%)
Value$18.7M (-$1.4M)
Filed 2026-11-02
Heritage Investors Management Corp
DECREASED
Shares147,437 from 159,548
Change-12,111 (-8%)
Value$18.7K (-$21.6M)
Filed 2026-10-29
Coerente Capital Management
INCREASED
Shares145,213 from 144,699
Change+514 (+0%)
Value$18.4M (-$1.2M)
Filed 2026-10-29
Country Trust Bank
DECREASED
Shares144,331 from 153,894
Change-9,563 (-6%)
Value$18.3M (-$2.5M)
Filed 2026-10-30
Godsey & Gibb, Inc
INCREASED
Shares143,346 from 140,346
Change+3,000 (+2%)
Value$18.2M (-$838.0K)
Filed 2026-10-14
Franklin Street Advisors Inc
DECREASED
Shares143,264 from 148,174
Change-4,910 (-3%)
Value$18.2M (-$1.9M)
Filed 2026-10-13
Diversified Trust Co
INCREASED
Shares141,600 from 89,864
Change+51,736 (+58%)
Value$17.9M (+$5.8M)
Filed 2026-11-06
Modera Wealth Management, LLC
DECREASED
Shares141,303 from 146,496
Change-5,193 (-4%)
Value$17.9M (-$1.9M)
Filed 2026-10-28
Crestwood Advisors Group, LLC
DECREASED
Shares141,277 from 193,926
Change-52,649 (-27%)
Value$17.9M (-$8.4M)
Filed 2026-10-27
Mutual of America Capital Management LLC
DECREASED
Shares139,753 from 140,953
Change-1,200 (-1%)
Value$17.7M (-$1.4M)
Filed 2026-10-23
Florida Trust Wealth Management Co
DECREASED
Shares139,698 from 146,249
Change-6,551 (-4%)
Value$17.7M (-$2.1M)
Filed 2026-11-05
Central Trust Co
DECREASED
Shares139,417 from 147,504
Change-8,087 (-5%)
Value$17.7M (-$2.3M)
Filed 2026-11-05
Brookstone Capital Management
INCREASED
Shares139,209 from 130,977
Change+8,232 (+6%)
Value$17.6M (-$93.7K)
Filed 2026-10-22
QV Investors Inc.
DECREASED
Shares137,685 from 139,795
Change-2,110 (-2%)
Value$17.4K (-$18.9M)
Filed 2026-10-20
Assetmark, Inc
DECREASED
Shares137,107 from 140,615
Change-3,508 (-2%)
Value$17.4M (-$1.7M)
Filed 2026-10-21
JB Capital LLC
INCREASED
Shares134,423 from 131,311
Change+3,112 (+2%)
Value$17.0M (-$745.3K)
Filed 2026-10-19
Regions Financial Corp
DECREASED
Shares134,286 from 139,356
Change-5,070 (-4%)
Value$17.0M (-$1.9M)
Filed 2026-11-05
Cantor Fitzgerald Investment Advisors L.P.
INCREASED
Shares134,247 from 11,855
Change+122,392 (+1032%)
Value$17.0M (+$15.4M)
Filed 2026-10-21
Foster Victor Wealth Advisors, LLC
INCREASED
Shares133,788 from 120,168
Change+13,620 (+11%)
Value$17.9M (+$1.6M)
Filed 2026-10-21
Intech Investment Management LLC
DECREASED
Shares130,733 from 145,363
Change-14,630 (-10%)
Value$16.6M (-$3.1M)
Filed 2026-11-09
Henshaw Capital LLC
UNCHANGED
Shares130,666 from 130,666
Change0 (0%)
Value$16.6M (-$1.1M)
Filed 2026-11-03
General American Investors Co Inc
UNCHANGED
Shares130,000 from 130,000
Change0 (0%)
Value$16.5M (-$1.1M)
Filed 2026-11-02
Hendershot Investments Inc.
DECREASED
Shares128,994 from 129,664
Change-670 (-1%)
Value$16.3M (-$1.2M)
Filed 2026-11-05
Cincinnati Financial Corp
UNCHANGED
Shares127,500 from 127,500
Change0 (0%)
Value$16.2M (-$1.1M)
Filed 2026-11-03
Kanawha Capital Management LLC
INCREASED
Shares127,422 from 127,257
Change+165 (+0%)
Value$16.1M (-$1.1M)
Filed 2026-10-19
Merit Financial Group, LLC
DECREASED
Shares126,510 from 138,616
Change-12,106 (-9%)
Value$16.0M (-$2.7M)
Filed 2026-11-06
Smith Salley Wealth Management
DECREASED
Shares124,881 from 125,785
Change-904 (-1%)
Value$15.8M (-$1.2M)
Filed 2026-11-03
Oppenheimer & Co Inc
DECREASED
Shares124,540 from 134,268
Change-9,728 (-7%)
Value$15.8M (-$2.4M)
Filed 2026-10-26
Intact Investment Management Inc.
DECREASED
Shares124,300 from 138,200
Change-13,900 (-10%)
Value$15.8M (-$3.0M)
Filed 2026-11-03
Americana Partners, LLC
INCREASED
Shares122,629 from 117,933
Change+4,696 (+4%)
Value$15.5M (-$428.6K)
Filed 2026-10-28
CapWealth Advisors, LLC
INCREASED
Shares122,304 from 120,234
Change+2,070 (+2%)
Value$15.5M (-$781.3K)
Filed 2026-10-05
Anchor Capital Advisors LLC
DECREASED
Shares120,376 from 122,835
Change-2,459 (-2%)
Value$15.3M (-$1.4M)
Filed 2026-11-05
Mesirow Financial Investment Management, Inc.
DECREASED
Shares118,546 from 129,101
Change-10,555 (-8%)
Value$15.0M (-$2.5M)
Filed 2026-11-05
Generali Asset Management SPA SGR
DECREASED
Shares117,860 from 120,739
Change-2,879 (-2%)
Value$14.9M (-$1.4M)
Filed 2026-10-26
Stack Financial Management, Inc
DECREASED
Shares117,662 from 117,752
Change-90 (0%)
Value$14.9M (-$1.0M)
Filed 2026-11-02
Concurrent Investment Advisors, LLC
DECREASED
Shares116,816 from 119,505
Change-2,689 (-2%)
Value$14.8M (-$1.4M)
Filed 2026-10-16
Albion Financial Group
INCREASED
Shares116,371 from 76,187
Change+40,184 (+53%)
Value$14.7M (+$4.4M)
Filed 2026-10-21
Washington Trust Advisors, Inc.
DECREASED
Shares115,736 from 116,493
Change-757 (-1%)
Value$14.7M (-$1.1M)
Filed 2026-10-22
Allworth Financial LP
INCREASED
Shares114,305 from 63,565
Change+50,740 (+80%)
Value$15.5M (+$6.9M)
Filed 2026-11-06
Associated Banc-Corp
DECREASED
Shares114,292 from 134,186
Change-19,894 (-15%)
Value$14.5M (-$3.7M)
Filed 2026-10-30
Palisade Asset Management, LLC
DECREASED
Shares113,823 from 114,269
Change-446 (0%)
Value$14.4M (-$1.0M)
Filed 2026-11-03
Bokf, NA
DECREASED
Shares112,624 from 125,070
Change-12,446 (-10%)
Value$14.3M (-$2.7M)
Filed 2026-10-27
Argent Capital Management LLC
DECREASED
Shares112,147 from 116,779
Change-4,632 (-4%)
Value$14.2M (-$1.6M)
Filed 2026-10-05
Mizuho Securities USA LLC
INCREASED
Shares111,423 from 107,002
Change+4,421 (+4%)
Value$15.6M (+$1.1M)
Filed 2026-11-09
Villere ST Denis J & Co LLC
DECREASED
Shares110,737 from 124,500
Change-13,763 (-11%)
Value$14.0M (-$2.8M)
Filed 2026-11-04
Wilkins Investment Counsel Inc
INCREASED
Shares110,286 from 109,640
Change+646 (+1%)
Value$14.0M (-$869.8K)
Filed 2026-11-03
Gulf International Bank (UK) Ltd
INCREASED
Shares110,041 from 104,041
Change+6,000 (+6%)
Value$13.9K (-$14.1M)
Filed 2026-10-20
Soltis Investment Advisors LLC
INCREASED
Shares108,715 from 70,806
Change+37,909 (+54%)
Value$13.8M (+$4.2M)
Filed 2026-10-28
Vise Technologies, Inc.
DECREASED
Shares106,406 from 114,072
Change-7,666 (-7%)
Value$13.5M (-$2.0M)
Filed 2026-10-29
Stockman Wealth Management, Inc.
INCREASED
Shares105,944 from 101,084
Change+4,860 (+5%)
Value$13.4M (-$261.6K)
Filed 2026-10-27
Trust Co of Vermont
DECREASED
Shares104,731 from 110,474
Change-5,743 (-5%)
Value$13.3M (-$1.7M)
Filed 2026-10-21
Prospera Financial Services Inc
INCREASED
Shares104,680 from 103,379
Change+1,301 (+1%)
Value$14.4M (+$379.0K)
Filed 2026-11-04
Atria Investments, Inc
INCREASED
Shares102,975 from 96,935
Change+6,040 (+6%)
Value$13.0M (-$76.0K)
Filed 2026-10-15
Apollon Wealth Management, LLC
DECREASED
Shares101,683 from 105,174
Change-3,491 (-3%)
Value$12.9M (-$1.4M)
Filed 2026-10-23
Moors & Cabot, Inc.
DECREASED
Shares101,637 from 101,685
Change-48 (0%)
Value$12.9M (-$888.7K)
Filed 2026-11-06
Parthenon LLC
DECREASED
Shares101,065 from 101,089
Change-24 (0%)
Value$12.8M (-$880.5K)
Filed 2026-10-22
Ethic Inc.
INCREASED
Shares100,121 from 92,071
Change+8,050 (+9%)
Value$12.7M (+$220.9K)
Filed 2026-11-03
Moran Wealth Management, LLC
INCREASED
Shares98,291 from 96,651
Change+1,640 (+2%)
Value$12.5M (-$631.1K)
Filed 2026-10-22
Folger Nolan Fleming Douglas Capital Management, Inc
DECREASED
Shares97,279 from 99,294
Change-2,015 (-2%)
Value$12.3M (-$1.1M)
Filed 2026-10-13
Argent Trust Co
DECREASED
Shares96,590 from 99,155
Change-2,565 (-3%)
Value$12.2M (-$1.2M)
Filed 2026-11-09
Profund Advisors LLC
DECREASED
Shares96,377 from 103,967
Change-7,590 (-7%)
Value$12.2M (-$1.9M)
Filed 2026-10-29
Markel Group Inc.
UNCHANGED
Shares96,210 from 96,210
Change0 (0%)
Value$12.2M (-$835.1K)
Filed 2026-10-30
PBU - The Pension Fund of Early Childhood & Youth Educators
INCREASED
Shares95,747 from 89,216
Change+6,531 (+7%)
Value$12.1M (+$53.2K)
Filed 2026-11-06
Mirae Asset Securities (USA) Inc.
NEW
Shares95,705
Change+95,705
Value$12.1M
Filed 2026-10-15
Washington Trust Co
DECREASED
Shares94,746 from 96,316
Change-1,570 (-2%)
Value$12.0M (-$1.0M)
Filed 2026-10-22
Guyasuta Investment Advisors Inc
DECREASED
Shares94,180 from 100,489
Change-6,309 (-6%)
Value$11.9M (-$1.7M)
Filed 2026-10-15
Beaumont Financial Advisors, LLC
DECREASED
Shares93,957 from 96,971
Change-3,014 (-3%)
Value$11.9M (-$1.2M)
Filed 2026-10-22
Fideuram Asset Management (Ireland) dac
INCREASED
Shares93,559 from 66,391
Change+27,168 (+41%)
Value$13.0M (+$3.3M)
Filed 2026-10-29
Allied Investment Advisors, LLC
INCREASED
Shares92,828 from 86,661
Change+6,167 (+7%)
Value$11.8M (+$29.3K)
Filed 2026-10-13
Farther Finance Advisors, LLC
INCREASED
Shares92,818 from 86,921
Change+5,897 (+7%)
Value$11.8M (-$13.7K)
Filed 2026-10-08
Choreo, LLC
INCREASED
Shares92,620 from 90,586
Change+2,034 (+2%)
Value$11.7M (-$528.5K)
Filed 2026-10-28
Montag A & Associates Inc
INCREASED
Shares92,299 from 88,874
Change+3,425 (+4%)
Value$11.7M (-$337.4K)
Filed 2026-10-29
Forbes J M & Co LLP
INCREASED
Shares92,157 from 91,643
Change+514 (+1%)
Value$11.7M (-$730.3K)
Filed 2026-10-16
Ag2r LA Mondiale Gestion D'actifs
INCREASED
Shares92,099 from 79,745
Change+12,354 (+15%)
Value$11.7M (+$873.3K)
Filed 2026-10-26
Jacobs & Co
DECREASED
Shares91,907 from 92,075
Change-168 (0%)
Value$11.6K (-$820)
Filed 2026-10-09
Lmcg Investments, LLC
INCREASED
Shares90,849 from 82,764
Change+8,085 (+10%)
Value$11.5M (+$306.1K)
Filed 2026-10-21
First Citizens Bank & Trust Co
INCREASED
Shares90,526 from 87,969
Change+2,557 (+3%)
Value$11.5M (-$439.5K)
Filed 2026-10-14
Imc-Chicago, LLC
DECREASED
Shares90,268 from 304,877
Change-214,609 (-70%)
Value$11.4M (-$29.8M)
Filed 2026-11-05
Coleford Investment Management Ltd.
INCREASED
Shares89,800 from 89,605
Change+195 (+0%)
Value$11.4M (-$753.1K)
Filed 2026-11-09
Thompson Investment Management, Inc.
INCREASED
Shares89,193 from 87,165
Change+2,028 (+2%)
Value$11.3M (-$499.6K)
Filed 2026-10-14
Ninety One UK Ltd
INCREASED
Shares88,839 from 74,579
Change+14,260 (+19%)
Value$11.3M (+$1.2M)
Filed 2026-10-15
Crossmark Global Holdings, Inc.
DECREASED
Shares88,458 from 90,453
Change-1,995 (-2%)
Value$11.2M (-$1.0M)
Filed 2026-10-21
Adams Asset Advisors, LLC
INCREASED
Shares87,385 from 44,582
Change+42,803 (+96%)
Value$11.1M (+$5.0M)
Filed 2026-10-08
Woodstock Corp
INCREASED
Shares86,107 from 85,427
Change+680 (+1%)
Value$10.9M (-$655.3K)
Filed 2026-10-13
Cullen T Bankers, Inc.
DECREASED
Shares85,835 from 87,015
Change-1,180 (-1%)
Value$10.9M (-$904.9K)
Filed 2026-10-28
Harvey Investment Co LLC
DECREASED
Shares84,662 from 85,287
Change-625 (-1%)
Value$10.7K (-$11.5M)
Filed 2026-10-20
Visionary Wealth Advisors
INCREASED
Shares84,553 from 67,457
Change+17,096 (+25%)
Value$10.7M (+$1.6M)
Filed 2026-11-04
Founders Capital Management, LLC
INCREASED
Shares84,378 from 84,267
Change+111 (+0%)
Value$10.7M (-$717.4K)
Filed 2026-10-23
TCV Trust & Wealth Management, Inc.
INCREASED
Shares84,359 from 84,192
Change+167 (+0%)
Value$10.7M (-$709.6K)
Filed 2026-10-16
Glenview Trust Co
DECREASED
Shares84,136 from 85,754
Change-1,618 (-2%)
Value$10.7M (-$949.4K)
Filed 2026-10-28
Maryland State Retirement & Pension System
INCREASED
Shares84,013 from 73,742
Change+10,271 (+14%)
Value$10.6M (+$661.5K)
Filed 2026-11-05
Bell Bank
INCREASED
Shares83,997 from 68,139
Change+15,858 (+23%)
Value$10.6M (+$1.4M)
Filed 2026-10-21
Grimes & Co Wealth Management, LLC
INCREASED
Shares83,533 from 74,734
Change+8,799 (+12%)
Value$10.6M (+$466.3K)
Filed 2026-10-29
Phoenix Financial Ltd.
INCREASED
Shares83,525 from 56,404
Change+27,121 (+48%)
Value$10.6M (+$2.9M)
Filed 2026-11-09
Compagnie Lombard Odier SCmA
INCREASED
Shares82,970 from 82,393
Change+577 (+1%)
Value$10.5M (-$642.1K)
Filed 2026-11-04
Tectonic Advisors LLC
INCREASED
Shares82,808 from 74,085
Change+8,723 (+12%)
Value$10.5M (+$462.2K)
Filed 2026-10-22
Ramsay, Stattman, Vela & Price, Inc.
INCREASED
Shares82,155 from 79,670
Change+2,485 (+3%)
Value$10.4M (-$376.6K)
Filed 2026-10-19
NorthCrest Asset Manangement, LLC
INCREASED
Shares81,749 from 77,314
Change+4,435 (+6%)
Value$10.5M (-$166.8K)
Filed 2026-10-13
Cohen Capital Management, Inc.
DECREASED
Shares81,233 from 90,398
Change-9,165 (-10%)
Value$10.3M (-$1.9M)
Filed 2026-10-14
Wesbanco Bank Inc
DECREASED
Shares81,100 from 102,232
Change-21,132 (-21%)
Value$10.3M (-$3.6M)
Filed 2026-11-04
Sound Income Strategies, LLC
DECREASED
Shares80,931 from 81,132
Change-201 (0%)
Value$10.4M (-$598.5K)
Filed 2026-10-09
Eldred Rock Partners, LLC
DECREASED
Shares80,677 from 97,005
Change-16,328 (-17%)
Value$10.2M (-$2.9M)
Filed 2026-10-13
Citizens Financial Group Inc
DECREASED
Shares80,138 from 83,760
Change-3,622 (-4%)
Value$10.2M (-$1.2M)
Filed 2026-10-23
Sky Investment Group LLC
INCREASED
Shares79,872 from 69,832
Change+10,040 (+14%)
Value$10.1M (+$666.0K)
Filed 2026-10-30
Great Lakes Advisors, LLC
DECREASED
Shares77,807 from 898,745
Change-820,938 (-91%)
Value$9.9M (-$111.8M)
Filed 2026-11-06
GFS Advisors, LLC
INCREASED
Shares77,601 from 64,852
Change+12,749 (+20%)
Value$9.8M (+$7.5M)
Filed 2026-11-03
Poehling Capital Management, Inc.
INCREASED
Shares77,577 from 76,601
Change+976 (+1%)
Value$9.8M (-$541.3K)
Filed 2026-10-20
Marble Harbor Investment Counsel, LLC
DECREASED
Shares76,162 from 81,270
Change-5,108 (-6%)
Value$9.7M (-$1.4M)
Filed 2026-11-06
Old National Bancorp
INCREASED
Shares76,061 from 62,241
Change+13,820 (+22%)
Value$9.6M (+$1.2M)
Filed 2026-10-20
Barr E S & Co
DECREASED
Shares75,765 from 78,081
Change-2,316 (-3%)
Value$9.6M (-$971.2K)
Filed 2026-11-06
Daymark Wealth Partners, LLC
DECREASED
Shares75,711 from 76,275
Change-564 (-1%)
Value$9.6M (-$733.5K)
Filed 2026-11-04
WoodTrust Financial Corp
INCREASED
Shares75,537 from 74,683
Change+854 (+1%)
Value$9.6K (-$10.1M)
Filed 2026-10-09
Lowe Brockenbrough & Co Inc
INCREASED
Shares75,316 from 65,389
Change+9,927 (+15%)
Value$9.5M (+$689.9K)
Filed 2026-11-09
Van Cleef Asset Management,Inc
DECREASED
Shares75,092 from 78,221
Change-3,129 (-4%)
Value$9.5M (-$1.1M)
Filed 2026-10-20
Cassaday & Co Wealth Management LLC
INCREASED
Shares74,925 from 74,824
Change+101 (+0%)
Value$9.5M (-$636.6K)
Filed 2026-10-27
GW Henssler & Associates LTD
INCREASED
Shares74,710 from 72,299
Change+2,411 (+3%)
Value$9.5M (-$321.9K)
Filed 2026-10-26
Bailard, Inc.
DECREASED
Shares73,766 from 77,557
Change-3,791 (-5%)
Value$9.3M (-$1.2M)
Filed 2026-10-13
Hartford Investment Management Co
DECREASED
Shares73,046 from 75,570
Change-2,524 (-3%)
Value$9.3M (-$975.8K)
Filed 2026-11-04
Cardinal Point Capital Management ULC
INCREASED
Shares71,858 from 71,831
Change+27 (+0%)
Value$9.1M (-$620.1K)
Filed 2026-10-21
First Nebraska Trust Co
INCREASED
Shares71,701 from 70,062
Change+1,639 (+2%)
Value$9.1M (-$400.7K)
Filed 2026-10-30
Lawson Kroeker Investment Management Inc
INCREASED
Shares71,372 from 65,813
Change+5,559 (+8%)
Value$9.0M (+$133.2K)
Filed 2026-10-22
Alps Advisors Inc
INCREASED
Shares70,726 from 60,544
Change+10,182 (+17%)
Value$9.0M (+$764.7K)
Filed 2026-11-03
JLB & Associates Inc
DECREASED
Shares70,183 from 70,438
Change-255 (0%)
Value$9.5M (-$34.5K)
Filed 2026-10-27
Prime Capital Investment Advisors, LLC
DECREASED
Shares69,807 from 74,756
Change-4,949 (-7%)
Value$8.8M (-$1.3M)
Filed 2026-10-20
AlTi Global, Inc.
DECREASED
Shares69,600 from 71,686
Change-2,086 (-3%)
Value$8.8M (-$886.6K)
Filed 2026-11-09
Community Bank, N.A.
INCREASED
Shares69,199 from 67,357
Change+1,842 (+3%)
Value$8.8M (-$351.3K)
Filed 2026-11-06
Violich Capital Management, Inc.
DECREASED
Shares69,154 from 70,909
Change-1,755 (-2%)
Value$8.8M (-$837.9K)
Filed 2026-10-05
Strategic Wealth Investment Group, LLC
INCREASED
Shares68,333 from 68,073
Change+260 (+0%)
Value$8.7M (-$557.9K)
Filed 2026-10-29
New Mexico Educational Retirement Board
UNCHANGED
Shares68,085 from 68,085
Change0 (0%)
Value$8.6K (-$9.2M)
Filed 2026-11-05
Mattern Capital Management, LLC
INCREASED
Shares67,575 from 60,531
Change+7,044 (+12%)
Value$8.6M (+$367.2K)
Filed 2026-11-02
Enterprise Financial Services Corp
DECREASED
Shares67,539 from 68,181
Change-642 (-1%)
Value$8.6M (-$673.2K)
Filed 2026-11-03
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares67,352 from 67,352
Change0 (0%)
Value$9.1M ($0)
Filed 2026-10-15
Diversify Wealth Management, LLC
INCREASED
Shares67,230 from 64,003
Change+3,227 (+5%)
Value$8.6M (-$316.0K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares67,230 from 64,003
Change+3,227 (+5%)
Value$8.6M (-$316.0K)
Filed 2026-10-20
NBT Bank, N.A.
DECREASED
Shares66,480 from 68,777
Change-2,297 (-3%)
Value$8.4M (-$888.1K)
Filed 2026-10-21
Calamos Wealth Management LLC
DECREASED
Shares65,464 from 67,136
Change-1,672 (-2%)
Value$8.3M (-$794.6K)
Filed 2026-11-02
Bright Rock Capital Management, LLC
UNCHANGED
Shares65,000 from 65,000
Change0 (0%)
Value$8.2M (-$564.2K)
Filed 2026-10-05
UMB Bank, n.a.
DECREASED
Shares64,855 from 73,339
Change-8,484 (-12%)
Value$8.2M (-$1.7M)
Filed 2026-11-06
Culbertson A N & Co Inc
DECREASED
Shares64,788 from 65,277
Change-489 (-1%)
Value$8.2M (-$628.6K)
Filed 2026-10-21
OpenArc Corporate Advisory, LLC
INCREASED
Shares64,570 from 55,181
Change+9,389 (+17%)
Value$8.2M (+$710.8K)
Filed 2026-10-21
Matthew Goff Investment Advisor, LLC
DECREASED
Shares64,036 from 64,054
Change-18 (0%)
Value$8.1M (-$558.3K)
Filed 2026-10-13
Tompkins Financial Corp
DECREASED
Shares63,455 from 64,341
Change-886 (-1%)
Value$8.0M (-$670.8K)
Filed 2026-10-05
Morningstar Investment Management LLC
INCREASED
Shares63,280 from 58,982
Change+4,298 (+7%)
Value$8.0M (-$1.1M)
Filed 2026-11-09
Ellsworth Advisors, LLC
INCREASED
Shares62,725 from 58,779
Change+3,946 (+7%)
Value$7.9M (-$10.1K)
Filed 2026-10-15
River Wealth Advisors LLC
INCREASED
Shares62,633 from 61,985
Change+648 (+1%)
Value$7.9M (-$455.9K)
Filed 2026-11-09
North Point Portfolio Managers Corp
DECREASED
Shares62,385 from 64,402
Change-2,017 (-3%)
Value$7.9M (-$814.6K)
Filed 2026-10-07
Plato Investment Management Ltd
DECREASED
Shares62,077 from 70,534
Change-8,457 (-12%)
Value$7.9M (-$1.6M)
Filed 2026-11-05
Wendell David Associates Inc
DECREASED
Shares61,631 from 71,867
Change-10,236 (-14%)
Value$7.8K (-$9.7M)
Filed 2026-10-27
Oak Harvest Investment Services
INCREASED
Shares61,382 from 54,039
Change+7,343 (+14%)
Value$7.8M (+$461.4K)
Filed 2026-10-20
First Financial Bank - Trust Division
INCREASED
Shares61,141 from 60,478
Change+663 (+1%)
Value$7.7M (-$441.0K)
Filed 2026-10-01
Beese Fulmer Investment Management, Inc.
DECREASED
Shares61,027 from 61,443
Change-416 (-1%)
Value$7.7M (-$586.1K)
Filed 2026-10-23
Sage Capital Advisors,llc
DECREASED
Shares60,798 from 63,065
Change-2,267 (-4%)
Value$7.7M (-$834.6K)
Filed 2026-10-13
Marietta Wealth Management, LLC
DECREASED
Shares60,773 from 61,667
Change-894 (-1%)
Value$7.9M (-$493.6K)
Filed 2026-10-22
Windle Wealth, LLC
INCREASED
Shares60,501 from 57,889
Change+2,612 (+5%)
Value$7.7M (-$171.6K)
Filed 2026-11-09
Camden National Bank
DECREASED
Shares60,431 from 61,162
Change-731 (-1%)
Value$7.7M (-$623.5K)
Filed 2026-11-02
Brighton Jones LLC
DECREASED
Shares60,305 from 72,183
Change-11,878 (-16%)
Value$7.6M (-$2.1M)
Filed 2026-11-03
Danica Pension, Livsforsikringsaktieselskab
UNCHANGED
Shares60,077 from 60,077
Change0 (0%)
Value$7.6M (-$521.5K)
Filed 2026-11-09
Canandaigua National Bank & Trust Co
INCREASED
Shares60,004 from 58,678
Change+1,326 (+2%)
Value$7.6M (-$341.3K)
Filed 2026-10-07
Dana Investment Advisors, Inc.
DECREASED
Shares59,782 from 61,106
Change-1,324 (-2%)
Value$7.6M (-$698.2K)
Filed 2026-11-06
Evergreen Capital Management LLC
INCREASED
Shares59,716 from 58,129
Change+1,587 (+3%)
Value$7.6M (-$303.6K)
Filed 2026-10-23
Bank Pictet & Cie (Europe) AG
INCREASED
Shares59,333 from 52,657
Change+6,676 (+13%)
Value$7.5M (+$388.9K)
Filed 2026-10-20
Masterinvest Kapitalanlage GmbH
DECREASED
Shares59,145 from 79,829
Change-20,684 (-26%)
Value$7.5M (-$3.3M)
Filed 2026-11-03
GHP Investment Advisors, Inc.
INCREASED
Shares59,143 from 58,633
Change+510 (+1%)
Value$7.5M (-$444.3K)
Filed 2026-10-15
Jefferies Financial Group Inc.
INCREASED
Shares59,086 from 17,521
Change+41,565 (+237%)
Value$7.5M (+$5.1M)
Filed 2026-11-05
Harbour Trust & Investment Management Co
DECREASED
Shares58,795 from 62,372
Change-3,577 (-6%)
Value$7.5M (-$994.7K)
Filed 2026-10-28
Commonwealth Retirement Investments LLC
INCREASED
Shares58,332 from 56,569
Change+1,763 (+3%)
Value$7.4M (-$267.6K)
Filed 2026-10-26
Hennessy Advisors Inc
DECREASED
Shares58,100 from 74,841
Change-16,741 (-22%)
Value$7.4M (-$2.8M)
Filed 2026-10-28
Pine Valley Investments Ltd Liability Co
DECREASED
Shares57,503 from 57,842
Change-339 (-1%)
Value$7.3M (-$545.1K)
Filed 2026-11-09
Perryman Financial Advisory Inc
INCREASED
Shares56,980 from 55,916
Change+1,064 (+2%)
Value$7.2M (-$350.5K)
Filed 2026-10-16
Benin Management Corp
DECREASED
Shares56,280 from 56,350
Change-70 (0%)
Value$7.1M (-$498.0K)
Filed 2026-10-22
Icici Prudential Asset Management Co Ltd
DECREASED
Shares55,774 from 56,102
Change-328 (-1%)
Value$7.1M (-$528.5K)
Filed 2026-11-06
Badgley Phelps Wealth Managers, LLC
DECREASED
Shares55,669 from 62,990
Change-7,321 (-12%)
Value$7.1M (-$1.5M)
Filed 2026-10-22
Jacobi Capital Management LLC
INCREASED
Shares55,656 from 53,992
Change+1,664 (+3%)
Value$7.1M (-$257.8K)
Filed 2026-11-05
Cutler Investment Counsel LLC
DECREASED
Shares55,108 from 56,765
Change-1,657 (-3%)
Value$7.0M (-$702.8K)
Filed 2026-10-28
BAR Harbor Wealth Management
DECREASED
Shares54,841 from 55,374
Change-533 (-1%)
Value$6.9M (-$548.2K)
Filed 2026-10-21
Meridian Wealth Management, LLC
DECREASED
Shares54,759 from 55,538
Change-779 (-1%)
Value$6.9M (-$580.8K)
Filed 2026-11-05
Northeast Investment Management
DECREASED
Shares54,322 from 56,175
Change-1,853 (-3%)
Value$6.9M (-$722.4K)
Filed 2026-10-30
ARS Wealth Advisors Group, LLC
DECREASED
Shares54,253 from 55,158
Change-905 (-2%)
Value$6.9M (-$593.5K)
Filed 2026-10-16
Miller Financial Services LLC
INCREASED
Shares54,067 from 51,600
Change+2,467 (+5%)
Value$6.9M (-$135.3K)
Filed 2026-10-20
Factory Mutual Insurance Co
DECREASED
Shares53,800 from 76,350
Change-22,550 (-30%)
Value$6.8M (-$3.5M)
Filed 2026-10-30
Burns J W & Co Inc
DECREASED
Shares53,577 from 53,618
Change-41 (0%)
Value$6.8M (-$470.6K)
Filed 2026-10-20
Mather Group, Llc.
INCREASED
Shares53,519 from 13,001
Change+40,518 (+312%)
Value$6.8M (+$5.0M)
Filed 2026-10-14
Harel Insurance Investments & Financial Services Ltd.
DECREASED
Shares53,350 from 56,518
Change-3,168 (-6%)
Value$6.8K (-$7.6M)
Filed 2026-11-02
Parsons Capital Management Inc
DECREASED
Shares53,264 from 54,966
Change-1,702 (-3%)
Value$6.7M (-$692.7K)
Filed 2026-10-28
Ketron Financial
UNCHANGED
Shares53,176 from 53,176
Change0 (0%)
Value$6.7M (-$461.6K)
Filed 2026-11-09
MGO One Seven LLC
DECREASED
Shares53,123 from 57,213
Change-4,090 (-7%)
Value$6.7M (-$1.0M)
Filed 2026-10-28
Allen Mooney & Barnes Investment Advisors LLC
INCREASED
Shares53,081 from 52,413
Change+668 (+1%)
Value$6.7M (-$370.4K)
Filed 2026-10-08
Highland Capital Management, LLC
DECREASED
Shares52,736 from 53,505
Change-769 (-1%)
Value$6.7M (-$561.8K)
Filed 2026-10-26
New Capital Management LP
DECREASED
Shares52,650 from 52,772
Change-122 (0%)
Value$6.7M (-$473.5K)
Filed 2026-10-29
Dynamic Advisor Solutions LLC
DECREASED
Shares52,492 from 60,561
Change-8,069 (-13%)
Value$6.7M (-$1.5M)
Filed 2026-10-13
Bath Savings Trust Co
DECREASED
Shares52,353 from 57,781
Change-5,428 (-9%)
Value$6.6M (-$1.2M)
Filed 2026-10-07
Toth Financial Advisory Corp
DECREASED
Shares52,205 from 61,802
Change-9,597 (-16%)
Value$6.6M (-$1.8M)
Filed 2026-10-08
Stokes Capital Advisors, LLC
INCREASED
Shares52,173 from 51,461
Change+712 (+1%)
Value$6.6M (-$356.5K)
Filed 2026-10-09
Beacon Investment Advisory Services, Inc.
DECREASED
Shares52,119 from 56,650
Change-4,531 (-8%)
Value$6.6M (-$1.1M)
Filed 2026-10-13
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares52,099 from 53,090
Change-991 (-2%)
Value$6.6M (-$586.4K)
Filed 2026-11-04
Financial & Tax Architects, LLC
INCREASED
Shares52,098 from 48,509
Change+3,589 (+7%)
Value$6.6M (+$33.8K)
Filed 2026-10-15
Pioneer Trust Bank N A
DECREASED
Shares52,070 from 52,151
Change-81 (0%)
Value$6.6M (-$462.9K)
Filed 2026-11-06
Carret Asset Management, LLC
DECREASED
Shares51,953 from 61,852
Change-9,899 (-16%)
Value$6.6M (-$1.8M)
Filed 2026-11-04
Whitener Capital Management, Inc.
INCREASED
Shares51,882 from 50,006
Change+1,876 (+4%)
Value$6.6M (-$196.3K)
Filed 2026-10-15
Franklin, Parlapiano, Turner & Welch, LLC
INCREASED
Shares51,743 from 51,555
Change+188 (+0%)
Value$6.6M (-$423.8K)
Filed 2026-10-30
Beverly Hills Private Wealth, LLC
INCREASED
Shares51,456 from 48,106
Change+3,350 (+7%)
Value$6.5M (+$6.9K)
Filed 2026-11-04
Greenleaf Trust
DECREASED
Shares51,332 from 56,886
Change-5,554 (-10%)
Value$6.5M (-$1.2M)
Filed 2026-10-29
Simplex Trading, LLC
INCREASED
Shares51,186 from 39,506
Change+11,680 (+30%)
Value$6.5M (+$1.1M)
Filed 2026-11-04
Stablepoint Partners, LLC
INCREASED
Shares50,653 from 48,466
Change+2,187 (+5%)
Value$6.4M (-$143.4K)
Filed 2026-11-03
Independent Financial Group, LLC
INCREASED
Shares50,589 from 49,311
Change+1,278 (+3%)
Value$6.4M (-$266.0K)
Filed 2026-10-13
M. Kraus & Co
DECREASED
Shares50,455 from 52,002
Change-1,547 (-3%)
Value$6.4M (-$647.4K)
Filed 2026-10-20
Tokio Marine Asset Management Co LTD
INCREASED
Shares50,438 from 48,742
Change+1,696 (+3%)
Value$6.4M (-$208.2K)
Filed 2026-10-26
Avantax Planning Partners, Inc.
INCREASED
Shares50,139 from 46,910
Change+3,229 (+7%)
Value$6.4M (+$2.1K)
Filed 2026-11-03
L. Roy Papp & Associates, LLP
INCREASED
Shares50,039 from 49,554
Change+485 (+1%)
Value$6.3M (-$368.6K)
Filed 2026-10-21
Parallel Advisors, LLC
DECREASED
Shares49,967 from 60,854
Change-10,887 (-18%)
Value$6.3M (-$1.9M)
Filed 2026-11-03
Lockheed Martin Investment Management Co
DECREASED
Shares49,880 from 156,880
Change-107,000 (-68%)
Value$6.3M (-$14.9M)
Filed 2026-11-04
B&D White Capital Company, LLC
DECREASED
Shares49,740 from 84,950
Change-35,210 (-41%)
Value$6.3M (-$5.2M)
Filed 2026-11-02
Allen Capital Group, LLC
INCREASED
Shares49,649 from 46,692
Change+2,957 (+6%)
Value$6.3M (-$30.7K)
Filed 2026-10-27
Goelzer Investment Management, Inc.
DECREASED
Shares49,106 from 50,053
Change-947 (-2%)
Value$6.2M (-$554.5K)
Filed 2026-10-16
Valicenti Advisory Services Inc
INCREASED
Shares49,004 from 48,844
Change+160 (+0%)
Value$6.2K (-$403)
Filed 2026-10-23
United Asset Strategies, Inc.
INCREASED
Shares48,968 from 47,916
Change+1,052 (+2%)
Value$6.2M (-$282.6K)
Filed 2026-10-28
First Merchants Corp
DECREASED
Shares48,845 from 50,424
Change-1,579 (-3%)
Value$6.2M (-$637.8K)
Filed 2026-10-15
Trust Co of Toledo NA
DECREASED
Shares48,735 from 50,583
Change-1,848 (-4%)
Value$6.2M (-$673.2K)
Filed 2026-10-16
Patten & Patten Inc
DECREASED
Shares48,661 from 48,746
Change-85 (0%)
Value$6.2M (-$433.9K)
Filed 2026-10-26
Towne Trust Company, N.a
DECREASED
Shares48,647 from 49,253
Change-606 (-1%)
Value$6.2M (-$504.3K)
Filed 2026-10-28
Capital Investment Advisors, LLC
DECREASED
Shares48,626 from 49,465
Change-839 (-2%)
Value$6.2M (-$535.6K)
Filed 2026-10-22
Mengis Capital Management, Inc.
INCREASED
Shares48,547 from 46,880
Change+1,667 (+4%)
Value$6.2M (-$195.8K)
Filed 2026-10-13
Letson Investment Management, Inc.
INCREASED
Shares48,355 from 48,110
Change+245 (+1%)
Value$6.1M (-$386.5K)
Filed 2026-11-05
Hohimer Wealth Management, LLC
INCREASED
Shares48,177 from 23,854
Change+24,323 (+102%)
Value$6.1M (+$2.9M)
Filed 2026-11-04
Courier Capital LLC
INCREASED
Shares48,062 from 47,752
Change+310 (+1%)
Value$6.1M (-$375.2K)
Filed 2026-10-19
North Star Investment Management Corp.
INCREASED
Shares48,016 from 47,550
Change+466 (+1%)
Value$6.1M (-$353.7K)
Filed 2026-10-27
Kintegral Advisory, LLC
INCREASED
Shares47,999 from 47,728
Change+271 (+1%)
Value$6.1M (-$379.9K)
Filed 2026-10-16
Canoe Financial LP
DECREASED
Shares47,740 from 53,440
Change-5,700 (-11%)
Value$6.0M (-$1.2M)
Filed 2026-10-21
Linscomb Wealth, Inc.
DECREASED
Shares47,695 from 48,327
Change-632 (-1%)
Value$6.0M (-$499.7K)
Filed 2026-11-05
Wealth Advisory Solutions, LLC
DECREASED
Shares47,606 from 71,618
Change-24,012 (-34%)
Value$6.0M (-$3.7M)
Filed 2026-10-20
Clark & Stuart, Inc
INCREASED
Shares47,495 from 41,995
Change+5,500 (+13%)
Value$6.0M (+$332.4K)
Filed 2026-10-14
Fulcrum Capital LLC
INCREASED
Shares47,400 from 45,590
Change+1,810 (+4%)
Value$6.0M (-$166.4K)
Filed 2026-10-15
ProVise Management Group, LLC
INCREASED
Shares46,912 from 44,740
Change+2,172 (+5%)
Value$5.9M (-$113.1K)
Filed 2026-11-06
Hudson Edge Investment Partners Inc.
DECREASED
Shares46,846 from 49,497
Change-2,651 (-5%)
Value$5.9M (-$765.6K)
Filed 2026-10-28
Chicago Capital, LLC
INCREASED
Shares46,732 from 45,900
Change+832 (+2%)
Value$5.9M (-$293.0K)
Filed 2026-10-13
Vaquero Private Wealth, LTD
DECREASED
Shares46,566 from 49,587
Change-3,021 (-6%)
Value$5.9M (-$813.2K)
Filed 2026-10-27
Moody Lynn Lieberson & Walker, LLC
DECREASED
Shares46,543 from 50,369
Change-3,826 (-8%)
Value$5.9M (-$922.0K)
Filed 2026-10-14
Canada Post Corp Registered Pension Plan
DECREASED
Shares46,515 from 50,469
Change-3,954 (-8%)
Value$6.0M (-$847.5K)
Filed 2026-11-09
Kennon-Green & Company, LLC
INCREASED
Shares46,449 from 38,994
Change+7,455 (+19%)
Value$5.9M (+$606.2K)
Filed 2026-10-05
Guardian Partners Inc.
DECREASED
Shares46,324 from 46,849
Change-525 (-1%)
Value$5.9M (-$473.2K)
Filed 2026-10-21
Gamma Investing LLC
DECREASED
Shares46,194 from 51,194
Change-5,000 (-10%)
Value$5.9M (-$1.1M)
Filed 2026-10-08
China Universal Asset Management Co., Ltd.
DECREASED
Shares45,993 from 46,496
Change-503 (-1%)
Value$5.9M (-$376.7K)
Filed 2026-10-28
Tritonpoint Wealth, LLC
DECREASED
Shares45,868 from 47,584
Change-1,716 (-4%)
Value$5.8M (-$630.5K)
Filed 2026-10-19
Cypress Asset Management Inc
DECREASED
Shares45,822 from 46,747
Change-925 (-2%)
Value$5.8M (-$523.0K)
Filed 2026-10-09
Sheets Smith Wealth Management
DECREASED
Shares45,803 from 47,427
Change-1,624 (-3%)
Value$5.8M (-$617.5K)
Filed 2026-10-16
Valeo Financial Advisors, LLC
INCREASED
Shares45,398 from 44,968
Change+430 (+1%)
Value$5.8M (-$335.8K)
Filed 2026-10-08
Fifth Third Wealth Advisors LLC
DECREASED
Shares45,372 from 46,488
Change-1,116 (-2%)
Value$5.7M (-$544.9K)
Filed 2026-10-22
Community Bank & Trust, Waco, Texas
INCREASED
Shares45,163 from 41,015
Change+4,148 (+10%)
Value$5.7K (-$5.5M)
Filed 2026-10-19
Narwhal Capital Management
INCREASED
Shares44,950 from 43,887
Change+1,063 (+2%)
Value$5.7M (-$246.2K)
Filed 2026-11-04
HUB Investment Partners, LLC
INCREASED
Shares44,681 from 43,630
Change+1,051 (+2%)
Value$5.7M (-$245.6K)
Filed 2026-11-03
Appleton Partners Inc
DECREASED
Shares44,443 from 45,024
Change-581 (-1%)
Value$5.6K (-$6.1M)
Filed 2026-10-30
Searle & Co.
DECREASED
Shares44,405 from 46,505
Change-2,100 (-5%)
Value$5.6M (-$669.8K)
Filed 2026-11-04
LaFleur & Godfrey LLC
DECREASED
Shares44,390 from 44,826
Change-436 (-1%)
Value$5.6M (-$444.3K)
Filed 2026-10-27
Altrius Capital Management Inc
INCREASED
Shares44,325 from 38,386
Change+5,939 (+15%)
Value$5.6M (+$419.5K)
Filed 2026-11-05
Chemung Canal Trust Co
INCREASED
Shares44,272 from 44,010
Change+262 (+1%)
Value$5.6M (-$348.8K)
Filed 2026-11-04
Addenda Capital Inc.
UNCHANGED
Shares43,887 from 43,887
Change0 (0%)
Value$5.6M (-$380.9K)
Filed 2026-10-13
Howard Capital Management, LLC
DECREASED
Shares43,759 from 43,867
Change-108 (0%)
Value$5.5M (-$394.5K)
Filed 2026-10-16
First National Trust Co
DECREASED
Shares43,276 from 44,147
Change-871 (-2%)
Value$5.5M (-$493.6K)
Filed 2026-10-28
Raiffeisen Bank International AG
INCREASED
Shares43,096 from 35,001
Change+8,095 (+23%)
Value$5.5M (+$690.9K)
Filed 2026-10-28
Turtle Creek Wealth Advisors, LLC
INCREASED
Shares42,991 from 40,061
Change+2,930 (+7%)
Value$5.4M (+$23.1K)
Filed 2026-10-15
J.W. Cole Advisors, Inc.
INCREASED
Shares42,842 from 42,727
Change+115 (+0%)
Value$5.4M (-$356.3K)
Filed 2026-11-05
Carrera Capital Advisors
INCREASED
Shares42,465 from 37,169
Change+5,296 (+14%)
Value$5.4M (+$348.6K)
Filed 2026-11-03
Sigma Planning Corp
INCREASED
Shares42,382 from 39,708
Change+2,674 (+7%)
Value$5.4M (+$7.0K)
Filed 2026-10-23
First Horizon Corp
DECREASED
Shares42,291 from 43,874
Change-1,583 (-4%)
Value$5.4M (-$581.4K)
Filed 2026-10-26
Coston, McIsaac & Partners
DECREASED
Shares42,147 from 44,331
Change-2,184 (-5%)
Value$5.3M (-$629.1K)
Filed 2026-11-06
Hussman Strategic Advisors, Inc.
INCREASED
Shares42,000 from 37,800
Change+4,200 (+11%)
Value$5.3M (+$204.1K)
Filed 2026-11-02
Park National Corp
INCREASED
Shares41,896 from 41,138
Change+758 (+2%)
Value$5.3M (-$261.0K)
Filed 2026-10-05
VAN Strum & Towne Inc.
INCREASED
Shares41,866 from 40,752
Change+1,114 (+3%)
Value$5.3M (-$212.6K)
Filed 2026-11-06
North Dakota State Investment Board
INCREASED
Shares41,804 from 40,747
Change+1,057 (+3%)
Value$5.3M (-$219.7K)
Filed 2026-10-27
Kerusso Capital Management LLC
INCREASED
Shares41,742 from 37,857
Change+3,885 (+10%)
Value$5.3M (+$163.7K)
Filed 2026-10-27
Heritage Trust Co
INCREASED
Shares41,585 from 26,939
Change+14,646 (+54%)
Value$5.3M (+$1.6M)
Filed 2026-11-09
NTV Asset Management LLC
DECREASED
Shares41,517 from 43,305
Change-1,788 (-4%)
Value$5.3M (-$602.5K)
Filed 2026-10-23
Smithfield Trust Co
DECREASED
Shares41,302 from 46,218
Change-4,916 (-11%)
Value$5.2K (-$6.3M)
Filed 2026-11-09
Pinkerton Wealth, LLC
INCREASED
Shares41,224 from 38,529
Change+2,695 (+7%)
Value$5.2M (-$759.3K)
Filed 2026-10-29
McKinley Carter Wealth Services, Inc.
DECREASED
Shares41,181 from 41,369
Change-188 (0%)
Value$5.2M (-$382.9K)
Filed 2026-10-16
HF Advisory Group, LLC
INCREASED
Shares41,151 from 25,846
Change+15,305 (+59%)
Value$5.2M (+$1.7M)
Filed 2026-10-09
Pacifica Partners Inc.
INCREASED
Shares41,078 from 39,490
Change+1,588 (+4%)
Value$5.2M (-$532.2K)
Filed 2026-10-09
Hunter Associates Investment Management LLC
DECREASED
Shares41,023 from 41,939
Change-916 (-2%)
Value$5.2K (-$5.7M)
Filed 2026-10-26
Pavion Blue Capital, LLC
DECREASED
Shares40,946 from 41,249
Change-303 (-1%)
Value$5.2M (-$396.4K)
Filed 2026-11-05
Martin Capital Partners, LLC
INCREASED
Shares40,919 from 40,544
Change+375 (+1%)
Value$5.2M (-$304.4K)
Filed 2026-10-07
Wedbush Securities Inc
DECREASED
Shares40,848 from 41,099
Change-251 (-1%)
Value$5.2K (-$5.6M)
Filed 2026-10-22
Confluence Wealth Services, Inc.
INCREASED
Shares40,724 from 39,594
Change+1,130 (+3%)
Value$5.2M (-$200.5K)
Filed 2026-11-05
Granite Investment Partners, LLC
DECREASED
Shares40,601 from 41,161
Change-560 (-1%)
Value$5.1M (-$428.2K)
Filed 2026-11-04
Pathway Financial Advisers, LLC
INCREASED
Shares40,530 from 39,871
Change+659 (+2%)
Value$5.1M (-$262.5K)
Filed 2026-10-27
Ascent Group, LLC
DECREASED
Shares40,422 from 41,317
Change-895 (-2%)
Value$5.1M (-$471.9K)
Filed 2026-10-30
True Freedom Investing, LLC
INCREASED
Shares40,304 from 37,081
Change+3,223 (+9%)
Value$5.1M (-$651.0K)
Filed 2026-10-29
TD Private Client Wealth LLC
INCREASED
Shares40,273 from 38,958
Change+1,315 (+3%)
Value$5.1M (-$171.5K)
Filed 2026-10-28
American Assets Investment Management, LLC
UNCHANGED
Shares39,800 from 39,800
Change0 (0%)
Value$5.0M (-$345.5K)
Filed 2026-10-30
Citizens National Bank Trust Department
DECREASED
Shares39,382 from 39,612
Change-230 (-1%)
Value$5.0M (-$373.0K)
Filed 2026-11-04
Sowell Financial Services LLC
DECREASED
Shares39,331 from 39,691
Change-360 (-1%)
Value$5.0M (-$390.1K)
Filed 2026-10-23
Verdence Capital Advisors LLC
INCREASED
Shares39,285 from 33,829
Change+5,456 (+16%)
Value$5.0M (+$397.7K)
Filed 2026-10-26
Azzad Asset Management Inc
DECREASED
Shares39,219 from 40,133
Change-914 (-2%)
Value$5.0M (-$464.1K)
Filed 2026-11-04
Apella Capital, LLC
INCREASED
Shares39,086 from 33,464
Change+5,622 (+17%)
Value$4.8M (-$15.4K)
Filed 2026-10-08
Natixis
DECREASED
Shares39,006 from 109,599
Change-70,593 (-64%)
Value$4.9M (-$9.9M)
Filed 2026-11-06
Adams Diversified Equity Fund, Inc.
DECREASED
Shares38,576 from 108,576
Change-70,000 (-64%)
Value$4.9M (-$9.8M)
Filed 2026-10-21
Mission Wealth Management, LP
DECREASED
Shares38,389 from 55,893
Change-17,504 (-31%)
Value$4.9M (-$2.7M)
Filed 2026-10-15
Elevation Point Wealth Partners, LLC
DECREASED
Shares38,316 from 39,997
Change-1,681 (-4%)
Value$4.9M (-$560.5K)
Filed 2026-11-05
E. Ohman J:or Asset Management AB
DECREASED
Shares38,142 from 40,802
Change-2,660 (-7%)
Value$4.8M (-$691.2K)
Filed 2026-10-22
SVB Wealth LLC
DECREASED
Shares38,005 from 44,735
Change-6,730 (-15%)
Value$4.8M (-$1.2M)
Filed 2026-11-06
PKO Investment Management Joint-Stock Co
DECREASED
Shares38,000 from 62,735
Change-24,735 (-39%)
Value$4.8M (-$3.7M)
Filed 2026-10-19
Raab & Moskowitz Asset Management LLC
DECREASED
Shares37,993 from 39,005
Change-1,012 (-3%)
Value$4.8M (-$466.9K)
Filed 2026-11-02
DLK Investment Management, LLC
INCREASED
Shares37,930 from 35,994
Change+1,936 (+5%)
Value$4.8M (-$1.1M)
Filed 2026-10-09
Old Second National Bank of Aurora
INCREASED
Shares37,904 from 31,312
Change+6,592 (+21%)
Value$4.8M (+$563.6K)
Filed 2026-10-22
Great Valley Advisor Group, Inc.
DECREASED
Shares37,792 from 38,407
Change-615 (-2%)
Value$4.8M (-$410.9K)
Filed 2026-11-09
Penobscot Investment Management Company, Inc.
DECREASED
Shares37,632 from 38,644
Change-1,012 (-3%)
Value$4.8M (-$463.7K)
Filed 2026-10-26
AMG National Trust Bank
DECREASED
Shares37,433 from 37,879
Change-446 (-1%)
Value$4.7M (-$385.3K)
Filed 2026-11-05
Cairn Investment Group, Inc.
INCREASED
Shares37,262 from 36,805
Change+457 (+1%)
Value$4.7K (-$5.0M)
Filed 2026-11-04
Independence Bank of Kentucky
DECREASED
Shares37,238 from 37,438
Change-200 (-1%)
Value$4.7M (-$350.3K)
Filed 2026-10-26
M Holdings Securities, Inc.
NEW
Shares37,213
Change+37,213
Value$5.2K
Filed 2026-11-03
Virginia Wealth Management Group, Inc.
INCREASED
Shares37,057 from 36,753
Change+304 (+1%)
Value$4.7M (-$280.6K)
Filed 2026-10-14
Lountzis Asset Management, LLC
DECREASED
Shares36,706 from 36,816
Change-110 (0%)
Value$4.7M (-$333.5K)
Filed 2026-10-30
Middleton & Co Inc
DECREASED
Shares36,537 from 40,297
Change-3,760 (-9%)
Value$4.6M (-$826.2K)
Filed 2026-10-23
Eastern Bank
DECREASED
Shares36,427 from 39,794
Change-3,367 (-8%)
Value$4.6M (-$772.1K)
Filed 2026-10-05
Global Wealth Management Investment Advisory, Inc.
INCREASED
Shares36,335 from 31,294
Change+5,041 (+16%)
Value$4.6M (+$367.1K)
Filed 2026-11-04
Vela Investment Management, LLC
INCREASED
Shares36,145 from 34,544
Change+1,601 (+5%)
Value$4.6M (-$97.0K)
Filed 2026-11-09
Park Avenue Securities LLC
DECREASED
Shares36,042 from 38,869
Change-2,827 (-7%)
Value$4.6K (-$5.3M)
Filed 2026-10-26
Northcape Wealth Management, LLC
DECREASED
Shares36,025 from 40,451
Change-4,426 (-11%)
Value$4.6M (-$911.9K)
Filed 2026-11-04
Skba Capital Management LLC
UNCHANGED
Shares35,920 from 35,920
Change0 (0%)
Value$4.6M (-$311.8K)
Filed 2026-11-09
Cardinal Capital Management
INCREASED
Shares35,714 from 33,874
Change+1,840 (+5%)
Value$4.5M (-$60.9K)
Filed 2026-10-21
Harbour Investments, Inc.
DECREASED
Shares35,591 from 44,241
Change-8,650 (-20%)
Value$4.5M (-$1.5M)
Filed 2026-11-09
Hendley & Co Inc
DECREASED
Shares35,507 from 47,536
Change-12,029 (-25%)
Value$4.5K (-$1.9K)
Filed 2026-10-29
YHB Investment Advisors, Inc.
DECREASED
Shares35,475 from 42,416
Change-6,941 (-16%)
Value$4.5M (-$1.2M)
Filed 2026-10-08
Securian Asset Management, Inc
DECREASED
Shares35,454 from 36,310
Change-856 (-2%)
Value$4.5M (-$486.1K)
Filed 2026-11-06
Zions Bancorporation, National Association
DECREASED
Shares35,324 from 42,800
Change-7,476 (-17%)
Value$4.5M (-$1.3M)
Filed 2026-11-06
Capital Investment Counsel, LLC
DECREASED
Shares35,223 from 35,684
Change-461 (-1%)
Value$4.5M (-$368.2K)
Filed 2026-10-14
Perigon Wealth Management, LLC
DECREASED
Shares35,043 from 44,714
Change-9,671 (-22%)
Value$4.4M (-$1.6M)
Filed 2026-10-22
Lorne Steinberg Wealth Management Inc.
NEW
Shares34,915
Change+34,915
Value$4.4M
Filed 2026-10-23
Thrive Capital Management, LLC
INCREASED
Shares34,437 from 32,632
Change+1,805 (+6%)
Value$4.4M (-$54.5K)
Filed 2026-10-28
Columbia Asset Management
INCREASED
Shares34,431 from 31,774
Change+2,657 (+8%)
Value$4.4M (+$60.8K)
Filed 2026-10-19
Neville Rodie & Shaw Inc
DECREASED
Shares34,378 from 35,053
Change-675 (-2%)
Value$4.4K (-$389)
Filed 2026-10-05
Level Four Advisory Services, LLC
DECREASED
Shares34,273 from 35,112
Change-839 (-2%)
Value$4.3M (-$411.1K)
Filed 2026-11-06
NovaPoint Capital, LLC
DECREASED
Shares33,962 from 34,094
Change-132 (0%)
Value$4.3M (-$312.6K)
Filed 2026-10-22
Cullinan Associates Inc
INCREASED
Shares33,821 from 32,121
Change+1,700 (+5%)
Value$4.3M (-$63.4K)
Filed 2026-11-03
Larson Financial Group LLC
DECREASED
Shares33,678 from 36,708
Change-3,030 (-8%)
Value$4.3M (-$702.7K)
Filed 2026-11-05
Spring Capital Management, LLC
INCREASED
Shares33,584 from 31,986
Change+1,598 (+5%)
Value$4.3M (-$75.1K)
Filed 2026-10-09
Axxcess Wealth Management, LLC
DECREASED
Shares33,564 from 73,888
Change-40,324 (-55%)
Value$4.3M (-$5.8M)
Filed 2026-10-21
Wallington Asset Management, LLC
INCREASED
Shares33,525 from 33,304
Change+221 (+1%)
Value$4.2M (-$261.1K)
Filed 2026-11-04
Ferguson Wellman Capital Management, Inc
DECREASED
Shares33,453 from 39,296
Change-5,843 (-15%)
Value$4.2M (-$1.1M)
Filed 2026-10-05
Eagle Global Advisors LLC
DECREASED
Shares33,239 from 33,249
Change-10 (0%)
Value$4.2M (-$289.9K)
Filed 2026-11-02
Inspire Trust Co, N.A.
UNCHANGED
Shares33,000 from 33,000
Change0 (0%)
Value$4.2M (-$286.4K)
Filed 2026-11-05
Hantz Financial Services, Inc.
DECREASED
Shares32,941 from 32,943
Change-2 (0%)
Value$4.2K (-$4.5M)
Filed 2026-11-09
Integrated Advisors Network LLC
INCREASED
Shares32,752 from 21,384
Change+11,368 (+53%)
Value$4.2M (+$1.3M)
Filed 2026-10-20
Fourpath Capital Management, LLC
INCREASED
Shares32,673 from 32,245
Change+428 (+1%)
Value$4.1M (-$225.7K)
Filed 2026-10-19
Buckhead Capital Management LLC
DECREASED
Shares32,538 from 33,605
Change-1,067 (-3%)
Value$4.1M (-$426.8K)
Filed 2026-11-03
Romano Brothers and Company
DECREASED
Shares32,535 from 34,725
Change-2,190 (-6%)
Value$4.1M (-$578.8K)
Filed 2026-10-22
Portside Wealth Group, LLC
INCREASED
Shares32,446 from 28,703
Change+3,743 (+13%)
Value$4.1M (+$225.3K)
Filed 2026-10-20
Ashurst Perkins Coie Trust Co
INCREASED
Shares32,378 from 32,272
Change+106 (+0%)
Value$4.1M (-$266.7K)
Filed 2026-10-15
Valley Wealth Managers, Inc.
INCREASED
Shares32,147 from 31,571
Change+576 (+2%)
Value$4.1M (-$201.0K)
Filed 2026-10-09
HBK Sorce Advisory LLC
DECREASED
Shares31,930 from 32,919
Change-989 (-3%)
Value$4.6M (-$11.8K)
Filed 2026-11-06
Accurate Wealth Management, LLC
INCREASED
Shares31,859 from 28,546
Change+3,313 (+12%)
Value$4.1M (+$132.1K)
Filed 2026-10-20
V-Square Quantitative Management LLC
INCREASED
Shares31,761 from 30,496
Change+1,265 (+4%)
Value$4.0M (-$104.4K)
Filed 2026-10-15
Blue Trust, Inc.
DECREASED
Shares31,706 from 34,470
Change-2,764 (-8%)
Value$4.0M (-$649.4K)
Filed 2026-10-15
Avidian Wealth Enterprises, LLC
DECREASED
Shares31,657 from 32,317
Change-660 (-2%)
Value$4.0M (-$364.1K)
Filed 2026-10-08
New Hampshire Trust
INCREASED
Shares31,623 from 30,987
Change+636 (+2%)
Value$4.0M (-$188.4K)
Filed 2026-10-20
Mindset Wealth Management, LLC
INCREASED
Shares31,575 from 16,775
Change+14,800 (+88%)
Value$4.0M (+$1.7M)
Filed 2026-10-19
Alkeme Wealth, LLC
DECREASED
Shares31,299 from 34,658
Change-3,359 (-10%)
Value$4.0M (-$726.4K)
Filed 2026-10-08
Covea Finance
UNCHANGED
Shares31,240 from 31,240
Change0 (0%)
Value$4.0M (-$271.2K)
Filed 2026-10-21
NewSquare Capital LLC
INCREASED
Shares31,105 from 29,848
Change+1,257 (+4%)
Value$3.9M (-$99.8K)
Filed 2026-11-06
Venture Visionary Partners LLC
INCREASED
Shares31,084 from 30,800
Change+284 (+1%)
Value$3.9M (-$231.3K)
Filed 2026-10-07
Hixon Zuercher, LLC
DECREASED
Shares30,950 from 35,681
Change-4,731 (-13%)
Value$3.9M (-$909.2K)
Filed 2026-10-13
Naples Global Advisors, LLC
INCREASED
Shares30,914 from 30,186
Change+728 (+2%)
Value$3.9M (-$169.7K)
Filed 2026-11-05
JGP Wealth Management, LLC
DECREASED
Shares30,759 from 35,851
Change-5,092 (-14%)
Value$3.9M (-$956.5K)
Filed 2026-10-13
Signaturefd, LLC
DECREASED
Shares30,652 from 32,110
Change-1,458 (-5%)
Value$3.9M (-$463.5K)
Filed 2026-10-23
Laurel Wealth Advisors LLC
INCREASED
Shares30,595 from 30,254
Change+341 (+1%)
Value$3.9M (-$219.4K)
Filed 2026-10-27
Trilogy Capital Inc.
INCREASED
Shares30,575 from 26,438
Change+4,137 (+16%)
Value$3.9M (+$294.7K)
Filed 2026-10-20
Mogy Joel R Investment Counsel Inc
DECREASED
Shares30,472 from 30,501
Change-29 (0%)
Value$3.9M (-$268.4K)
Filed 2026-10-13
Procyon Advisors, LLC
DECREASED
Shares30,324 from 39,565
Change-9,241 (-23%)
Value$3.8M (-$1.5M)
Filed 2026-10-21
Butensky & Cohen Financial Security, Inc
DECREASED
Shares30,324 from 32,053
Change-1,729 (-5%)
Value$3.8M (-$497.3K)
Filed 2026-10-13
Pinnacle Wealth Management Advisory Group, LLC
DECREASED
Shares30,259 from 35,737
Change-5,478 (-15%)
Value$3.8M (-$1.0M)
Filed 2026-10-23
Sava Infond d.o.o.
DECREASED
Shares30,180 from 34,380
Change-4,200 (-12%)
Value$3.8M (-$830.6K)
Filed 2026-10-28
Coldstream Capital Management Inc
DECREASED
Shares30,164 from 33,773
Change-3,609 (-11%)
Value$3.8M (-$750.5K)
Filed 2026-11-09
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares30,126 from 31,123
Change-997 (-3%)
Value$3.8M (-$396.4K)
Filed 2026-10-13
Summit Global Investments
DECREASED
Shares30,108 from 38,932
Change-8,824 (-23%)
Value$3.8K (-$5.3M)
Filed 2026-10-28
Signet Investment Advisory Group, Inc.
INCREASED
Shares30,080 from 28,167
Change+1,913 (+7%)
Value$3.8M (-$2.1K)
Filed 2026-10-30
Orange Investment Advisors, Inc.
DECREASED
Shares30,069 from 30,389
Change-320 (-1%)
Value$3.8M (-$304.3K)
Filed 2026-10-23
Univest Financial Corp
INCREASED
Shares30,050 from 28,223
Change+1,827 (+6%)
Value$3.8M (-$13.4K)
Filed 2026-11-05
Rossmore Private Capital
DECREASED
Shares29,921 from 31,576
Change-1,655 (-5%)
Value$3.8M (-$483.8K)
Filed 2026-10-27
Smithbridge Asset Management Inc
DECREASED
Shares29,907 from 30,045
Change-138 (0%)
Value$3.8M (-$278.3K)
Filed 2026-10-19
Carnegie Investment Counsel
DECREASED
Shares29,900 from 41,106
Change-11,206 (-27%)
Value$3.8M (-$1.8M)
Filed 2026-10-20
Schmidt P J Investment Management Inc
DECREASED
Shares29,833 from 51,513
Change-21,680 (-42%)
Value$3.8M (-$3.2M)
Filed 2026-11-02
Bill Few Associates, Inc.
INCREASED
Shares29,798 from 29,374
Change+424 (+1%)
Value$3.8M (-$201.1K)
Filed 2026-10-09
Hall Capital Management Co Inc
INCREASED
Shares29,722 from 27,921
Change+1,801 (+6%)
Value$3.8M (-$14.1K)
Filed 2026-11-09
Baker Ellis Asset Management LLC
DECREASED
Shares29,621 from 29,966
Change-345 (-1%)
Value$3.8M (-$303.8K)
Filed 2026-10-14
Adell Harriman & Carpenter Inc
DECREASED
Shares29,516 from 32,110
Change-2,594 (-8%)
Value$3.7M (-$607.4K)
Filed 2026-11-02
Fulton Bank, N.A.
INCREASED
Shares29,405 from 27,554
Change+1,851 (+7%)
Value$3.7M (-$4.6K)
Filed 2026-10-14
AlphaCore Capital LLC
DECREASED
Shares29,244 from 30,273
Change-1,029 (-3%)
Value$3.7M (-$393.2K)
Filed 2026-11-04
Capricorn Fund Managers Ltd
DECREASED
Shares29,230 from 33,496
Change-4,266 (-13%)
Value$3.7M (-$831.3K)
Filed 2026-11-03
Tema Etfs LLC
INCREASED
Shares29,142 from 28,593
Change+549 (+2%)
Value$3.7M (-$178.6K)
Filed 2026-10-16
Eagle Rock Investment Company, LLC
DECREASED
Shares29,121 from 29,259
Change-138 (0%)
Value$3.7M (-$271.5K)
Filed 2026-10-21
Brady Family Wealth, LLC
DECREASED
Shares29,088 from 31,282
Change-2,194 (-7%)
Value$3.7M (-$549.5K)
Filed 2026-11-02
Penn Davis Mcfarland Inc
DECREASED
Shares29,058 from 29,083
Change-25 (0%)
Value$3.7M (-$255.6K)
Filed 2026-10-23
Novem Group
INCREASED
Shares29,022 from 26,246
Change+2,776 (+11%)
Value$3.7M (+$124.1K)
Filed 2026-10-19
Constitution Capital LLC
DECREASED
Shares28,934 from 32,699
Change-3,765 (-12%)
Value$3.7M (-$760.9K)
Filed 2026-10-23
Motco
INCREASED
Shares28,885 from 28,528
Change+357 (+1%)
Value$3.7M (-$202.4K)
Filed 2026-11-09
Westhampton Capital, LLC
DECREASED
Shares28,816 from 28,980
Change-164 (-1%)
Value$3.7M (-$272.4K)
Filed 2026-10-30
Money Concepts Capital Corp
INCREASED
Shares28,748 from 28,082
Change+666 (+2%)
Value$3.6M (-$159.4K)
Filed 2026-11-06
Hengehold Capital Management LLC
DECREASED
Shares28,384 from 28,796
Change-412 (-1%)
Value$3.6M (-$302.3K)
Filed 2026-10-16
Tufton Capital Management
DECREASED
Shares28,352 from 29,114
Change-762 (-3%)
Value$3.6K (-$3.9M)
Filed 2026-10-20
William Allan Corp
INCREASED
Shares28,259 from 27,453
Change+806 (+3%)
Value$3.6M (-$136.2K)
Filed 2026-10-14
Caldwell Trust Co
DECREASED
Shares28,210 from 28,259
Change-49 (0%)
Value$3.6M (-$251.5K)
Filed 2026-10-30
Equitable Trust Co
DECREASED
Shares28,009 from 28,237
Change-228 (-1%)
Value$3.5M (-$274.0K)
Filed 2026-10-13
1834 Investment Advisors Co
INCREASED
Shares27,949 from 5,449
Change+22,500 (+413%)
Value$3.5M (+$2.8M)
Filed 2026-10-16
Cullen Investment Group, Ltd.
DECREASED
Shares27,774 from 33,286
Change-5,512 (-17%)
Value$3.5M (-$988.5K)
Filed 2026-10-13
SP Asset Management LLC
DECREASED
Shares27,734 from 28,908
Change-1,174 (-4%)
Value$3.5M (-$399.7K)
Filed 2026-11-05
Long Road Investment Counsel, LLC
DECREASED
Shares27,630 from 28,580
Change-950 (-3%)
Value$3.5M (-$368.5K)
Filed 2026-11-04
Value Partners Investments Inc.
UNCHANGED
Shares26,990 from 26,990
Change0 (0%)
Value$3.4M (-$226.1K)
Filed 2026-10-19
Nixon Peabody Trust Co
DECREASED
Shares26,972 from 27,027
Change-55 (0%)
Value$3.4M (-$241.6K)
Filed 2026-10-23
Advanced Asset Management Advisors Inc
UNCHANGED
Shares26,964 from 26,964
Change0 (0%)
Value$3.4M (-$234.0K)
Filed 2026-10-20
Addison Capital Co
DECREASED
Shares26,909 from 30,864
Change-3,955 (-13%)
Value$3.4M (-$769.1K)
Filed 2026-11-09
Curbstone Financial Management Corp
DECREASED
Shares26,808 from 27,208
Change-400 (-1%)
Value$3.4M (-$286.9K)
Filed 2026-10-21
Chicago Trust Co NA
INCREASED
Shares26,797 from 23,420
Change+3,377 (+14%)
Value$3.4M (+$224.6K)
Filed 2026-10-28
Principle Wealth Partners LLC
INCREASED
Shares26,670 from 25,630
Change+1,040 (+4%)
Value$3.4M (-$90.6K)
Filed 2026-11-02
Fruth Investment Management
DECREASED
Shares26,670 from 26,766
Change-96 (0%)
Value$3.4K (-$245)
Filed 2026-10-13
Parkside Financial Bank & Trust
DECREASED
Shares26,348 from 27,280
Change-932 (-3%)
Value$3.3M (-$354.9K)
Filed 2026-10-27
Howland Capital Management LLC
DECREASED
Shares26,188 from 34,492
Change-8,304 (-24%)
Value$3.3M (-$1.4M)
Filed 2026-10-22
Retirement Guys Formula LLC
INCREASED
Shares26,143 from 21,682
Change+4,461 (+21%)
Value$3.3M (+$377.2K)
Filed 2026-10-26
Investmark Advisory Group LLC
INCREASED
Shares26,105 from 24,154
Change+1,951 (+8%)
Value$3.3M (+$37.9K)
Filed 2026-10-27
Builder Investment Group Inc
DECREASED
Shares25,985 from 26,210
Change-225 (-1%)
Value$3.3M (-$256.0K)
Filed 2026-10-22
High Net Worth Advisory Group LLC
DECREASED
Shares25,816 from 25,941
Change-125 (0%)
Value$3.3M (-$241.0K)
Filed 2026-10-26
King Wealth Management Group
DECREASED
Shares25,768 from 25,917
Change-149 (-1%)
Value$3.3K (-$3.5M)
Filed 2026-11-09
Fisher Funds Management LTD
NEW
Shares25,500
Change+25,500
Value$3.2M
Filed 2026-10-13
Orca Investment Management, LLC
INCREASED
Shares25,406 from 3,686
Change+21,720 (+589%)
Value$3.2M (+$2.7M)
Filed 2026-10-29
First Pacific Financial
INCREASED
Shares25,404 from 25,171
Change+233 (+1%)
Value$3.2M (-$189.0K)
Filed 2026-10-14
Csenge Advisory Group
INCREASED
Shares25,259 from 24,713
Change+546 (+2%)
Value$3.2M (-$145.4K)
Filed 2026-11-04
Woodmont Investment Counsel LLC
DECREASED
Shares25,153 from 25,611
Change-458 (-2%)
Value$3.2M (-$280.4K)
Filed 2026-10-29
Biltmore Family Office, LLC
INCREASED
Shares25,085 from 24,979
Change+106 (+0%)
Value$3.2M (-$203.5K)
Filed 2026-11-03
Praxis Investment Management Inc
DECREASED
Shares25,010 from 38,728
Change-13,718 (-35%)
Value$3.2K (-$5.2M)
Filed 2026-11-03
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares24,956 from 21,853
Change+3,103 (+14%)
Value$3.2M (+$203.4K)
Filed 2026-10-27
Lanark Financial, Inc.
DECREASED
Shares24,896 from 25,004
Change-108 (0%)
Value$3.2M (-$230.8K)
Filed 2026-10-26
First National Bank & Trust Co of Newtown
DECREASED
Shares24,877 from 25,414
Change-537 (-2%)
Value$3.4M (-$130.2K)
Filed 2026-11-09
Saybrook Capital
DECREASED
Shares24,740 from 24,870
Change-130 (-1%)
Value$3.1M (-$232.3K)
Filed 2026-10-27
Bdf-Gestion
DECREASED
Shares24,730 from 27,867
Change-3,137 (-11%)
Value$3.1M (+$1.8M)
Filed 2026-10-19
Pittenger & Anderson Inc
DECREASED
Shares24,687 from 25,056
Change-369 (-1%)
Value$3.1M (-$264.2K)
Filed 2026-11-02
SS&H Financial Advisors, Inc.
UNCHANGED
Shares24,544 from 24,544
Change0 (0%)
Value$3.1K (-$3.3M)
Filed 2026-10-28
Atlas Brown,Inc.
INCREASED
Shares24,430 from 24,289
Change+141 (+1%)
Value$3.1M (-$192.9K)
Filed 2026-10-09
Beaton Management Co. Inc.
DECREASED
Shares24,375 from 25,308
Change-933 (-4%)
Value$3.1K (-$3.4M)
Filed 2026-11-09
CX Institutional
INCREASED
Shares24,316 from 23,182
Change+1,134 (+5%)
Value$3.1K (-$58)
Filed 2026-10-02
Ashton Thomas Private Wealth, LLC
DECREASED
Shares24,270 from 28,168
Change-3,898 (-14%)
Value$3.1M (-$738.4K)
Filed 2026-11-03
Mystic Asset Management, Inc.
DECREASED
Shares24,141 from 24,345
Change-204 (-1%)
Value$3.1M (-$237.2K)
Filed 2026-10-15
Dmkc Advisory Services, LLC
INCREASED
Shares24,039 from 22,579
Change+1,460 (+6%)
Value$3.0M (-$11.0K)
Filed 2026-11-04
Genus Capital Management Inc.
UNCHANGED
Shares24,000 from 24,000
Change0 (0%)
Value$3.0M (-$208.3K)
Filed 2026-11-04
Pekin Hardy Strauss, Inc.
DECREASED
Shares23,900 from 28,735
Change-4,835 (-17%)
Value$3.0M (-$862.1K)
Filed 2026-11-02
Financiere des Professionnels - Fonds d'investissement inc.
UNCHANGED
Shares23,900 from 23,900
Change0 (0%)
Value$3.0M (-$207.5K)
Filed 2026-11-03
Leelyn Smith, LLC
INCREASED
Shares23,778 from 22,082
Change+1,696 (+8%)
Value$3.0M (+$23.3K)
Filed 2026-11-03
180 Wealth Advisors, LLC
INCREASED
Shares23,763 from 22,792
Change+971 (+4%)
Value$3.0M (-$74.8K)
Filed 2026-11-03
Bowen Hanes & Co Inc
DECREASED
Shares23,748 from 25,173
Change-1,425 (-6%)
Value$3.0M (-$899.8K)
Filed 2026-11-09
Advisortrust Partners, LLC
INCREASED
Shares23,742 from 22,992
Change+750 (+3%)
Value$3.0M (-$104.5K)
Filed 2026-11-02
Platform Technology Partners
INCREASED
Shares23,722 from 21,109
Change+2,613 (+12%)
Value$3.0M (+$147.9K)
Filed 2026-11-02
WBH Advisory Inc
DECREASED
Shares23,689 from 23,894
Change-205 (-1%)
Value$3.0M (-$233.4K)
Filed 2026-11-05
Insight Inv LLC
INCREASED
Shares23,660 from 20,335
Change+3,325 (+16%)
Value$3.0M (+$244.8K)
Filed 2026-10-27
ICW Investment Advisors LLC
DECREASED
Shares23,625 from 23,991
Change-366 (-2%)
Value$3.0M (-$254.5K)
Filed 2026-10-27
StoneX Group Inc.
DECREASED
Shares23,576 from 24,764
Change-1,188 (-5%)
Value$3.0M (-$363.1K)
Filed 2026-11-03
Alta Capital Management LLC/
DECREASED
Shares23,535 from 25,221
Change-1,686 (-7%)
Value$3.0M (-$432.6K)
Filed 2026-10-26
First International Bank of Israel Ltd.
INCREASED
Shares23,399 from 23,178
Change+221 (+1%)
Value$3.0M (-$173.1K)
Filed 2026-11-04
St. Clair Advisors, LLC
INCREASED
Shares23,377 from 23,371
Change+6 (+0%)
Value$3.0M (-$202.1K)
Filed 2026-10-13
American National Bank & Trust
DECREASED
Shares23,346 from 23,804
Change-458 (-2%)
Value$3.0M (-$264.6K)
Filed 2026-10-07
Boyd Watterson Asset Management LLC
INCREASED
Shares23,330 from 23,075
Change+255 (+1%)
Value$3.0M (-$168.0K)
Filed 2026-11-06
River Street Advisors LLC
INCREASED
Shares23,302 from 18,682
Change+4,620 (+25%)
Value$3.0M (+$423.3K)
Filed 2026-10-22
Arnhold LLC
UNCHANGED
Shares23,222 from 23,222
Change0 (0%)
Value$2.9M (-$201.6K)
Filed 2026-10-26
Shoker Investment Counsel, Inc.
INCREASED
Shares23,117 from 22,881
Change+236 (+1%)
Value$2.9M (-$168.9K)
Filed 2026-11-04
Burney Co/
INCREASED
Shares23,109 from 20,928
Change+2,181 (+10%)
Value$2.9M (+$94.7K)
Filed 2026-10-15
Rayburn West Financial Services LLC
INCREASED
Shares22,907 from 21,607
Change+1,300 (+6%)
Value$2.9M (-$22.8K)
Filed 2026-11-03
Boit C F David
UNCHANGED
Shares22,900 from 22,900
Change0 (0%)
Value$2.9M (-$198.8K)
Filed 2026-10-29
Bell & Brown Wealth Advisors, LLC
INCREASED
Shares22,843 from 22,394
Change+449 (+2%)
Value$2.9M (-$137.5K)
Filed 2026-10-16
Somerset Trust Co
DECREASED
Shares22,828 from 22,863
Change-35 (0%)
Value$2.9M (-$202.9K)
Filed 2026-10-13
Murphy Pohlad Asset Management LLC
DECREASED
Shares22,790 from 23,112
Change-322 (-1%)
Value$2.9M (-$241.4K)
Filed 2026-10-22
IFP Advisors, Inc
DECREASED
Shares22,745 from 26,736
Change-3,991 (-15%)
Value$2.9M (-$737.8K)
Filed 2026-10-16
Leavell Investment Management, Inc.
INCREASED
Shares22,573 from 21,275
Change+1,298 (+6%)
Value$2.9M (-$20.3K)
Filed 2026-11-09
Lineweaver Wealth Advisors, LLC
INCREASED
Shares22,424 from 20,121
Change+2,303 (+11%)
Value$2.8M (+$117.2K)
Filed 2026-10-13
Private Wealth Partners, LLC
DECREASED
Shares22,420 from 24,551
Change-2,131 (-9%)
Value$2.8M (-$483.1K)
Filed 2026-10-22
Norden Group LLC
DECREASED
Shares22,253 from 25,215
Change-2,962 (-12%)
Value$2.8M (-$594.1K)
Filed 2026-10-20
Trust Co of Oklahoma
DECREASED
Shares22,229 from 23,597
Change-1,368 (-6%)
Value$2.8M (-$378.2K)
Filed 2026-10-15
Koshinski Asset Management, Inc.
DECREASED
Shares22,188 from 22,944
Change-756 (-3%)
Value$2.8M (-$294.9K)
Filed 2026-10-29
SevenBridge Financial Group, LLC
DECREASED
Shares21,963 from 23,167
Change-1,204 (-5%)
Value$2.9M (-$277.2K)
Filed 2026-10-26
Integrity Alliance, Llc.
INCREASED
Shares21,791 from 19,991
Change+1,800 (+9%)
Value$2.8M (+$54.6K)
Filed 2026-10-29
WBI Investments, LLC
INCREASED
Shares21,693 from 3,592
Change+18,101 (+504%)
Value$2.7M (+$2.3M)
Filed 2026-11-05
KMG Fiduciary Partners, LLC
DECREASED
Shares21,611 from 22,622
Change-1,011 (-4%)
Value$2.7M (-$324.5K)
Filed 2026-10-14
NLB Skladi, upravljanje premozenja, d.o.o.
DECREASED
Shares21,367 from 22,573
Change-1,206 (-5%)
Value$2.7M (-$348.8K)
Filed 2026-10-22
BCM Advisors, LLC
DECREASED
Shares21,341 from 21,452
Change-111 (-1%)
Value$2.9M (-$228)
Filed 2026-11-03
Granite Group Advisors, LLC
DECREASED
Shares21,299 from 22,052
Change-753 (-3%)
Value$2.7M (-$286.8K)
Filed 2026-10-14
Capital Investment Advisory Services, LLC
INCREASED
Shares21,247 from 18,283
Change+2,964 (+16%)
Value$2.7M (+$220.4K)
Filed 2026-10-30
Sendero Wealth Management, LLC
DECREASED
Shares21,211 from 21,661
Change-450 (-2%)
Value$2.7M (-$245.0K)
Filed 2026-10-14
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares21,198 from 28,146
Change-6,948 (-25%)
Value$2.7M (-$1.1M)
Filed 2026-10-07
Lighthouse Financial Services Inc
DECREASED
Shares21,148 from 21,445
Change-297 (-1%)
Value$2.7M (-$347.3K)
Filed 2026-11-02
Ritholtz Wealth Management
DECREASED
Shares21,141 from 31,206
Change-10,065 (-32%)
Value$2.7M (-$1.5M)
Filed 2026-11-05
SteelPeak Wealth, LLC
DECREASED
Shares21,096 from 42,736
Change-21,640 (-51%)
Value$2.7M (-$3.1M)
Filed 2026-10-16
Winthrop Capital Management, LLC
DECREASED
Shares21,094 from 21,575
Change-481 (-2%)
Value$2.7M (-$247.9K)
Filed 2026-11-05
Physicians Financial Services, Inc.
DECREASED
Shares21,069 from 21,568
Change-499 (-2%)
Value$2.7K (-$2.9M)
Filed 2026-11-04
Cornerstone Planning, LLC
INCREASED
Shares20,953 from 20,791
Change+162 (+1%)
Value$2.8M (-$33.4K)
Filed 2026-10-27
Juno Financial Group LLC
INCREASED
Shares20,744 from 19,653
Change+1,091 (+6%)
Value$2.6M (-$32.4K)
Filed 2026-10-27
Chicago Partners Investment Group LLC
DECREASED
Shares20,719 from 24,019
Change-3,300 (-14%)
Value$2.8M (-$428.5K)
Filed 2026-10-27
Excalibur Management Corp
INCREASED
Shares20,582 from 19,885
Change+697 (+4%)
Value$2.6M (-$84.2K)
Filed 2026-11-02
Trust Point Inc.
INCREASED
Shares20,580 from 20,129
Change+451 (+2%)
Value$2.6M (-$117.6K)
Filed 2026-10-27
Inscription Capital, LLC
DECREASED
Shares20,536 from 22,316
Change-1,780 (-8%)
Value$2.6M (-$419.2K)
Filed 2026-11-02
Parr Mcknight Wealth Management Group, LLC
INCREASED
Shares20,497 from 20,309
Change+188 (+1%)
Value$2.6M (-$152.4K)
Filed 2026-10-30
Agate Pass Investment Management, LLC
DECREASED
Shares20,492 from 21,162
Change-670 (-3%)
Value$2.6M (-$268.6K)
Filed 2026-10-20
Robertson Stephens Wealth Management, LLC
DECREASED
Shares20,391 from 20,441
Change-50 (0%)
Value$2.6M (-$183.7K)
Filed 2026-10-16
Horrell Capital Management, Inc.
DECREASED
Shares20,352 from 21,218
Change-866 (-4%)
Value$2.6M (-$293.9K)
Filed 2026-10-08
Nations Financial Group Inc,
DECREASED
Shares20,162 from 20,639
Change-477 (-2%)
Value$2.6M (-$239.5K)
Filed 2026-11-05
First Premier Bank
DECREASED
Shares20,095 from 21,924
Change-1,829 (-8%)
Value$2.5K (-$423)
Filed 2026-10-13
Radnor Capital Management, LLC
INCREASED
Shares20,049 from 19,259
Change+790 (+4%)
Value$2.5M (-$67.1K)
Filed 2026-10-23
HBW Advisory Services LLC
DECREASED
Shares19,836 from 22,074
Change-2,238 (-10%)
Value$2.5M (-$475.2K)
Filed 2026-10-15
Smith Shellnut Wilson LLC
DECREASED
Shares19,785 from 20,115
Change-330 (-2%)
Value$2.5M (-$216.4K)
Filed 2026-10-21
Bangor Savings Bank
DECREASED
Shares19,742 from 20,678
Change-936 (-5%)
Value$2.5M (-$298.1K)
Filed 2026-10-06
First Bank & Trust
DECREASED
Shares19,736 from 20,380
Change-644 (-3%)
Value$2.5M (-$258.5K)
Filed 2026-10-19
City Holding Co
DECREASED
Shares19,708 from 23,164
Change-3,456 (-15%)
Value$2.5M (-$639.0K)
Filed 2026-10-19
Retirement Planning Group, LLC
DECREASED
Shares19,692 from 21,382
Change-1,690 (-8%)
Value$2.5M (-$399.7K)
Filed 2026-10-19
Delta Capital Management LLC
INCREASED
Shares19,655 from 19,625
Change+30 (+0%)
Value$2.5K (-$166)
Filed 2026-10-16
Private Trust Co NA
DECREASED
Shares19,593 from 20,555
Change-962 (-5%)
Value$2.5M (-$300.3K)
Filed 2026-10-20
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED
Shares19,592 from 24,692
Change-5,100 (-21%)
Value$2.5M (-$860.4K)
Filed 2026-10-21
Schnieders Capital Management, Llc.
DECREASED
Shares19,418 from 21,006
Change-1,588 (-8%)
Value$2.5M (-$383.6K)
Filed 2026-11-09
Rockline Wealth Management, LLC
DECREASED
Shares19,256 from 19,395
Change-139 (-1%)
Value$2.4M (-$186.0K)
Filed 2026-10-26
Dillon & Associates Inc
DECREASED
Shares19,188 from 20,775
Change-1,587 (-8%)
Value$2.4K (-$2.8M)
Filed 2026-10-22
Triangle Securities Wealth Management
DECREASED
Shares19,158 from 19,966
Change-808 (-4%)
Value$2.4M (-$275.7K)
Filed 2026-10-14
Investment Partners, Ltd.
INCREASED
Shares19,029 from 11,208
Change+7,821 (+70%)
Value$2.4M (+$893.6K)
Filed 2026-10-29
Ipswich Investment Management Co., Inc.
DECREASED
Shares18,987 from 19,165
Change-178 (-1%)
Value$2.4M (-$188.9K)
Filed 2026-10-13
Simplicity Wealth,LLC
DECREASED
Shares18,959 from 22,816
Change-3,857 (-17%)
Value$2.4M (-$686.9K)
Filed 2026-10-23
Plimoth Trust Co LLC
DECREASED
Shares18,959 from 19,119
Change-160 (-1%)
Value$2.4M (-$186.2K)
Filed 2026-10-26
Belpointe Asset Management LLC
DECREASED
Shares18,945 from 19,574
Change-629 (-3%)
Value$2.4M (-$249.4K)
Filed 2026-11-09
Kavar Capital Partners Group, LLC
DECREASED
Shares18,913 from 19,097
Change-184 (-1%)
Value$2.4M (-$189.0K)
Filed 2026-11-06
Columbia Bank
INCREASED
Shares18,862 from 17,080
Change+1,782 (+10%)
Value$2.4M (+$77.6K)
Filed 2026-10-29
SBI Securities Co., Ltd.
INCREASED
Shares18,849 from 16,066
Change+2,783 (+17%)
Value$2.4M (+$213.2K)
Filed 2026-10-22
Arete Wealth Advisors, LLC
INCREASED
Shares18,845 from 18,163
Change+682 (+4%)
Value$2.4M (-$69.9K)
Filed 2026-11-09
Tilia Fiduciary Partners, Inc.
NEW
Shares18,803
Change+18,803
Value$2.4M
Filed 2026-10-09
Raleigh Capital Management Inc.
INCREASED
Shares18,789 from 15,830
Change+2,959 (+19%)
Value$2.4M (+$237.5K)
Filed 2026-10-28
Financial Advisory Partners, LLC
INCREASED
Shares18,709 from 18,636
Change+73 (+0%)
Value$2.4M (-$152.6K)
Filed 2026-10-23
Signal Advisors Wealth, LLC
INCREASED
Shares18,675 from 16,400
Change+2,275 (+14%)
Value$2.4M (+$145.9K)
Filed 2026-10-13
Oak Thistle LLC
NEW
Shares18,668
Change+18,668
Value$2.4M
Filed 2026-10-21
Cordatus Wealth Management LLC
DECREASED
Shares18,665 from 19,030
Change-365 (-2%)
Value$2.4M (-$211.5K)
Filed 2026-10-19
Aviso Wealth Management
INCREASED
Shares18,572 from 14,011
Change+4,561 (+33%)
Value$2.4M (+$456.2K)
Filed 2026-11-04
CenterBook Partners LP
NEW
Shares18,509
Change+18,509
Value$2.3M
Filed 2026-11-02
Aspiriant, LLC
INCREASED
Shares18,491 from 18,108
Change+383 (+2%)
Value$2.3M (-$108.6K)
Filed 2026-10-16
Wolff Wiese Magana LLC
INCREASED
Shares18,427 from 18,293
Change+134 (+1%)
Value$2.3M (-$141.7K)
Filed 2026-10-15
Sentinel Trust Co LBA
INCREASED
Shares18,408 from 16,908
Change+1,500 (+9%)
Value$2.3K (+$44)
Filed 2026-11-03
JAG Capital Management, LLC
DECREASED
Shares18,404 from 18,619
Change-215 (-1%)
Value$2.3M (-$188.9K)
Filed 2026-11-06
International Assets Investment Management, LLC
INCREASED
Shares18,356 from 14,324
Change+4,032 (+28%)
Value$2.3M (+$283.5K)
Filed 2026-11-02
ANB Bank
INCREASED
Shares18,338 from 18,331
Change+7 (+0%)
Value$2.3M (-$158.2K)
Filed 2026-10-09
Iowa State Bank
DECREASED
Shares18,242 from 31,827
Change-13,585 (-43%)
Value$2.3M (-$2.0M)
Filed 2026-10-06
Laurion Capital Management LP
NEW
Shares18,209
Change+18,209
Value$2.3M
Filed 2026-10-30
Studio Investment Management LLC
INCREASED
Shares18,204 from 17,914
Change+290 (+2%)
Value$2.3M (-$118.7K)
Filed 2026-10-22
Hall Laurie J Trustee
DECREASED
Shares18,151 from 18,583
Change-432 (-2%)
Value$2.3M (-$216.0K)
Filed 2026-10-06
Shakespeare Wealth Management, LLC
NEW
Shares18,145
Change+18,145
Value$2.3M
Filed 2026-10-28
Cornerstone Wealth Management, LLC
DECREASED
Shares18,139 from 18,493
Change-354 (-2%)
Value$2.3M (-$205.4K)
Filed 2026-11-04
Barnes Dennig Private Wealth Management LLC
DECREASED
Shares18,059 from 18,354
Change-295 (-2%)
Value$2.3M (-$196.7K)
Filed 2026-10-30
PFC Capital Group, Inc.
DECREASED
Shares17,939 from 18,279
Change-340 (-2%)
Value$2.3M (-$200.8K)
Filed 2026-11-06
RFG Advisory, LLC
INCREASED
Shares17,914 from 14,029
Change+3,885 (+28%)
Value$2.3M (+$370.5K)
Filed 2026-11-03
Symphony Financial, Ltd. Co.
INCREASED
Shares17,914 from 16,455
Change+1,459 (+9%)
Value$2.3M (+$34.6K)
Filed 2026-10-22
Bell Asset Management Ltd
NEW
Shares17,892
Change+17,892
Value$2.3M
Filed 2026-10-08
Aviance Capital Partners, LLC
DECREASED
Shares17,785 from 20,006
Change-2,221 (-11%)
Value$2.3M (-$455.1K)
Filed 2026-10-29
Union Bancaire Privee, UBP SA
INCREASED
Shares17,744 from 17,301
Change+443 (+3%)
Value$2.2M (-$100.8K)
Filed 2026-11-04
Guardian Wealth Management, Inc.
INCREASED
Shares17,738 from 17,192
Change+546 (+3%)
Value$2.2M (-$80.0K)
Filed 2026-10-30
Coastline Trust Co
DECREASED
Shares17,713 from 19,219
Change-1,506 (-8%)
Value$2.2M (-$357.7K)
Filed 2026-10-01
White Pine Capital LLC
DECREASED
Shares17,553 from 17,882
Change-329 (-2%)
Value$2.2M (-$196.9K)
Filed 2026-11-09
Oakmont Investment Advisors, Inc.
INCREASED
Shares17,540 from 17,470
Change+70 (+0%)
Value$2.2M (-$142.7K)
Filed 2026-10-21
Grace & White Inc
UNCHANGED
Shares17,524 from 17,524
Change0 (0%)
Value$2.2M (-$152.1K)
Filed 2026-10-23
Nicholson Wealth Management Group, LLC
DECREASED
Shares17,518 from 17,680
Change-162 (-1%)
Value$2.2M (-$173.9K)
Filed 2026-11-09
Optimist Retirement Group LLC
INCREASED
Shares17,424 from 16,934
Change+490 (+3%)
Value$2.2M (-$84.9K)
Filed 2026-10-30
Krilogy Financial LLC
DECREASED
Shares17,407 from 21,281
Change-3,874 (-18%)
Value$2.2M (-$676.3K)
Filed 2026-10-13
Patrick Mauro Investment Advisor, Inc.
DECREASED
Shares17,406 from 28,112
Change-10,706 (-38%)
Value$2.2M (-$1.6M)
Filed 2026-11-06
Delta Financial Advisors LLC
DECREASED
Shares17,312 from 17,343
Change-31 (0%)
Value$2.2M (-$154.5K)
Filed 2026-10-27
Crusonia Wealth Advisors LLC
DECREASED
Shares17,291 from 19,360
Change-2,069 (-11%)
Value$2.2M (-$430.2K)
Filed 2026-10-26
Moody National Bank Trust Division
INCREASED
Shares17,276 from 15,635
Change+1,641 (+11%)
Value$2.2M (+$72.2K)
Filed 2026-10-06
Burke & Herbert Bank & Trust Co
DECREASED
Shares17,260 from 17,530
Change-270 (-2%)
Value$2.2M (-$186.4K)
Filed 2026-11-02
Angeles Wealth Management, LLC
DECREASED
Shares17,211 from 18,665
Change-1,454 (-8%)
Value$2.2M (-$346.3K)
Filed 2026-10-26
Bull Street Advisors, LLC
DECREASED
Shares17,204 from 22,765
Change-5,561 (-24%)
Value$2.2K (-$3.1M)
Filed 2026-10-20
Valmark Advisers, Inc.
DECREASED
Shares17,197 from 17,249
Change-52 (0%)
Value$2.2M (-$156.3K)
Filed 2026-11-06
LVM Capital Management LTD
DECREASED
Shares17,131 from 17,381
Change-250 (-1%)
Value$2.2M (+$2.2M)
Filed 2026-10-20
Carolina Wealth Advisors, LLC
DECREASED
Shares17,094 from 18,340
Change-1,246 (-7%)
Value$2.2M (-$317.1K)
Filed 2026-10-23
Alpha Omega Wealth Management LLC
INCREASED
Shares16,982 from 16,325
Change+657 (+4%)
Value$2.2M (-$58.4K)
Filed 2026-10-23
RKL Wealth Management LLC
INCREASED
Shares16,961 from 16,109
Change+852 (+5%)
Value$2.1M (-$31.9K)
Filed 2026-10-16
Mechanics Bank Trust Department
DECREASED
Shares16,891 from 20,307
Change-3,416 (-17%)
Value$2.1M (-$609.1K)
Filed 2026-10-13
Greenwood Capital Associates LLC
INCREASED
Shares16,877 from 11,122
Change+5,755 (+52%)
Value$2.1M (+$632.7K)
Filed 2026-10-27
Mitchell Sinkler & Starr
DECREASED
Shares16,741 from 17,017
Change-276 (-2%)
Value$2.1M (-$182.7K)
Filed 2026-10-13
Townsend & Associates, Inc
DECREASED
Shares16,691 from 17,213
Change-522 (-3%)
Value$2.2M (-$137.1K)
Filed 2026-10-23
JFS Wealth Advisors, LLC
DECREASED
Shares16,691 from 16,807
Change-116 (-1%)
Value$2.1M (-$160.6K)
Filed 2026-11-03
Quadrant Capital Group LLC
DECREASED
Shares16,638 from 36,884
Change-20,246 (-55%)
Value$2.1M (-$2.9M)
Filed 2026-10-20
Chapman Financial Group, LLC
DECREASED
Shares16,602 from 16,962
Change-360 (-2%)
Value$2.1M (-$192.8K)
Filed 2026-10-26
Jamison Private Wealth Management, Inc.
DECREASED
Shares16,510 from 16,691
Change-181 (-1%)
Value$2.1M (-$167.9K)
Filed 2026-10-14
Peloton Wealth Strategists
UNCHANGED
Shares16,420 from 16,420
Change0 (0%)
Value$2.1K (-$2.2M)
Filed 2026-11-09
Northstar Asset Management Co
DECREASED
Shares16,383 from 16,745
Change-362 (-2%)
Value$2.2M (-$81.2K)
Filed 2026-10-22
Formidable Asset Management, LLC
DECREASED
Shares16,266 from 17,183
Change-917 (-5%)
Value$2.2M (-$465.9K)
Filed 2026-11-03
Mitchell & Pahl Private Wealth, LLC
INCREASED
Shares16,164 from 15,026
Change+1,138 (+8%)
Value$2.0M (+$13.8K)
Filed 2026-10-14
Sterling Investment Management, LLC
DECREASED
Shares16,111 from 32,450
Change-16,339 (-50%)
Value$2.0M (-$2.4M)
Filed 2026-10-16
Aspen Investment Management Inc
DECREASED
Shares16,110 from 16,302
Change-192 (-1%)
Value$2.0K (-$166)
Filed 2026-11-05
Chapin Davis, Inc.
DECREASED
Shares16,104 from 19,439
Change-3,335 (-17%)
Value$2.0M (-$591.2K)
Filed 2026-10-09
Fiduciary Alliance LLC
INCREASED
Shares15,996 from 15,933
Change+63 (+0%)
Value$2.0M (-$130.4K)
Filed 2026-10-13
Deseret Mutual Benefit Administrators
INCREASED
Shares15,973 from 15,438
Change+535 (+3%)
Value$2.0M (-$66.2K)
Filed 2026-11-04
Joel Isaacson & Co., LLC
INCREASED
Shares15,973 from 15,484
Change+489 (+3%)
Value$2.0M (-$72.4K)
Filed 2026-11-05
SouthState Bank Corp
DECREASED
Shares15,956 from 18,687
Change-2,731 (-15%)
Value$2.0M (-$508.3K)
Filed 2026-11-09
Kingswood Wealth Advisors, LLC
INCREASED
Shares15,919 from 15,652
Change+267 (+2%)
Value$2.0M (-$102.1K)
Filed 2026-10-23
Aull & Monroe Investment Management Corp
INCREASED
Shares15,919 from 15,905
Change+14 (+0%)
Value$2.0M (-$136.3K)
Filed 2026-10-16
Ranch Capital Advisors Inc.
INCREASED
Shares15,903 from 15,007
Change+896 (+6%)
Value$2.0M (-$16.8K)
Filed 2026-11-09
Hamel Associates, Inc.
DECREASED
Shares15,833 from 16,473
Change-640 (-4%)
Value$2.0M (-$220.1K)
Filed 2026-11-06
Hilltop National Bank
DECREASED
Shares15,765 from 16,408
Change-643 (-4%)
Value$2.0M (-$223.9K)
Filed 2026-10-14
ARS Investment Partners, LLC
DECREASED
Shares15,714 from 15,814
Change-100 (-1%)
Value$2.0M (-$149.9K)
Filed 2026-11-05
BLB&B Advisors, LLC
DECREASED
Shares15,703 from 16,926
Change-1,223 (-7%)
Value$2.0M (-$301.9K)
Filed 2026-10-27
Cadent Capital Advisors, LLC
DECREASED
Shares15,682 from 16,685
Change-1,003 (-6%)
Value$2.0M (-$272.0K)
Filed 2026-10-09
Frank, Rimerman Advisors LLC
DECREASED
Shares15,677 from 18,396
Change-2,719 (-15%)
Value$2.0M (-$504.2K)
Filed 2026-10-16
Cape ANN Savings Bank
INCREASED
Shares15,538 from 15,522
Change+16 (+0%)
Value$2.0M (-$132.7K)
Filed 2026-11-09
CMH Wealth Management LLC
DECREASED
Shares15,517 from 17,178
Change-1,661 (-10%)
Value$2.0M (-$359.6K)
Filed 2026-10-22
Westchester Capital Management, Inc.
UNCHANGED
Shares15,513 from 15,513
Change0 (0%)
Value$2.0M (-$134.7K)
Filed 2026-10-23
Ledyard National Bank
DECREASED
Shares15,481 from 15,821
Change-340 (-2%)
Value$2.0M (-$180.4K)
Filed 2026-10-21
Grandfield & Dodd, LLC
UNCHANGED
Shares15,465 from 15,465
Change0 (0%)
Value$2.0M (-$134.2K)
Filed 2026-10-29
Citadel Investment Advisory, Inc.
DECREASED
Shares15,441 from 15,481
Change-40 (0%)
Value$2.0M (-$139.0K)
Filed 2026-10-15
Avity Investment Management Inc.
INCREASED
Shares15,424 from 15,224
Change+200 (+1%)
Value$2.0M (-$106.8K)
Filed 2026-10-09
Mcdaniel Terry & Co
DECREASED
Shares15,423 from 15,592
Change-169 (-1%)
Value$2.0M (-$156.7K)
Filed 2026-11-05
InvesTrust
DECREASED
Shares15,421 from 17,083
Change-1,662 (-10%)
Value$2.0M (-$358.9K)
Filed 2026-10-14
IFG Advisory, LLC
DECREASED
Shares15,413 from 18,277
Change-2,864 (-16%)
Value$2.0M (-$521.6K)
Filed 2026-11-09
Grey Ledge Advisors, LLC
INCREASED
Shares15,354 from 15,295
Change+59 (+0%)
Value$1.9M (-$125.2K)
Filed 2026-11-02
Home Federal Bank of Tennessee
DECREASED
Shares15,346 from 15,362
Change-16 (0%)
Value$1.9M (-$135.4K)
Filed 2026-10-15
Armstrong Henry H Associates Inc
DECREASED
Shares15,339 from 16,136
Change-797 (-5%)
Value$1.9M (-$241.1K)
Filed 2026-10-07
Donaldson Capital Management, LLC
DECREASED
Shares15,338 from 16,480
Change-1,142 (-7%)
Value$1.9M (-$287.8K)
Filed 2026-11-09
Brick & Kyle, Associates
INCREASED
Shares15,267 from 15,173
Change+94 (+1%)
Value$1.9M (-$421.6K)
Filed 2026-11-05
Family Legacy, Inc.
DECREASED
Shares15,225 from 15,293
Change-68 (0%)
Value$1.9M (-$141.3K)
Filed 2026-10-13
Stone Summit Wealth LLC
DECREASED
Shares15,204 from 19,018
Change-3,814 (-20%)
Value$1.9M (-$648.4K)
Filed 2026-10-14
TritonPoint Partners, LLC
DECREASED
Shares15,111 from 48,326
Change-33,215 (-69%)
Value$1.9M (-$4.6M)
Filed 2026-11-05
Kathmere Capital Management, LLC
DECREASED
Shares15,097 from 19,421
Change-4,324 (-22%)
Value$1.9M (-$716.5K)
Filed 2026-10-20
Flagship Harbor Advisors, LLC
INCREASED
Shares15,093 from 13,018
Change+2,075 (+16%)
Value$1.9M (+$149.9K)
Filed 2026-10-26
Oak Asset Management, LLC
DECREASED
Shares15,049 from 15,665
Change-616 (-4%)
Value$1.9M (-$214.1K)
Filed 2026-10-13
Atwood & Palmer Inc
INCREASED
Shares15,016 from 13,016
Change+2,000 (+15%)
Value$1.9M (+$140.5K)
Filed 2026-10-08
Kentucky Farm Bureau Mutual Insurance Co
UNCHANGED
Shares15,000 from 15,000
Change0 (0%)
Value$1.9M (-$130.2K)
Filed 2026-11-06
Creative Financial Designs Inc
INCREASED
Shares14,976 from 14,858
Change+118 (+1%)
Value$1.9M (-$113.9K)
Filed 2026-11-04
Ridgewood Investments LLC
INCREASED
Shares14,959 from 13,985
Change+974 (+7%)
Value$1.9M (+$2.0K)
Filed 2026-10-05
Crescent Sterling, Ltd.
DECREASED
Shares14,767 from 15,358
Change-591 (-4%)
Value$1.9M (-$208.2K)
Filed 2026-10-16
Monarch Capital Management Inc
INCREASED
Shares14,755 from 13,813
Change+942 (+7%)
Value$1.9M (-$527)
Filed 2026-10-19
Massachusetts Wealth Management
INCREASED
Shares14,719 from 14,205
Change+514 (+4%)
Value$1.9M (-$58.2K)
Filed 2026-10-21
Western Wealth Management, LLC
DECREASED
Shares14,680 from 16,584
Change-1,904 (-11%)
Value$1.9M (-$385.3K)
Filed 2026-11-09
Geneos Wealth Management Inc.
INCREASED
Shares14,651 from 12,509
Change+2,142 (+17%)
Value$1.9M (+$162.9K)
Filed 2026-11-09
Adirondack Trust Co
DECREASED
Shares14,624 from 16,382
Change-1,758 (-11%)
Value$1.9M (-$365.0K)
Filed 2026-10-14
Aprio Wealth Management, LLC
INCREASED
Shares14,564 from 13,874
Change+690 (+5%)
Value$1.8M (-$33.1K)
Filed 2026-10-28
Cove Private Wealth, LLC
INCREASED
Shares14,545 from 13,489
Change+1,056 (+8%)
Value$1.8M (+$16.7K)
Filed 2026-10-28
S.A. Mason LLC
DECREASED
Shares14,464 from 14,770
Change-306 (-2%)
Value$1.8M (-$167.0K)
Filed 2026-10-13
Eads & Heald Wealth Management
INCREASED
Shares14,451 from 14,156
Change+295 (+2%)
Value$1.8M (-$85.5K)
Filed 2026-10-29
CGN Advisors LLC
DECREASED
Shares14,394 from 16,774
Change-2,380 (-14%)
Value$1.8M (-$447.2K)
Filed 2026-10-21
Southland Equity Partners LLC
DECREASED
Shares14,332 from 14,384
Change-52 (0%)
Value$1.8M (-$131.4K)
Filed 2026-10-14
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED
Shares14,324 from 14,768
Change-444 (-3%)
Value$1.8M (-$184.5K)
Filed 2026-10-14
3Chopt Investment Partners, LLC
INCREASED
Shares14,323 from 13,980
Change+343 (+2%)
Value$1.8M (-$77.9K)
Filed 2026-10-30
Baldwin Wealth Partners LLC
DECREASED
Shares14,233 from 16,400
Change-2,167 (-13%)
Value$1.8M (-$417.0K)
Filed 2026-10-13
VestGen Advisors, LLC
DECREASED
Shares14,228 from 16,026
Change-1,798 (-11%)
Value$1.8M (-$367.1K)
Filed 2026-10-27
Viewpoint Capital Management LLC
INCREASED
Shares14,194 from 13,284
Change+910 (+7%)
Value$1.8M (-$31)
Filed 2026-10-27
Allen Wealth Management, LLC
INCREASED
Shares14,088 from 12,973
Change+1,115 (+9%)
Value$1.8M (+$28.7K)
Filed 2026-10-29
Moneco Advisors, LLC
DECREASED
Shares14,036 from 16,360
Change-2,324 (-14%)
Value$1.8M (-$436.4K)
Filed 2026-11-05
Phraction Management LLC
DECREASED
Shares13,989 from 14,666
Change-677 (-5%)
Value$1.8M (-$213.1K)
Filed 2026-10-14
Compass Wealth Management LLC
DECREASED
Shares13,890 from 17,702
Change-3,812 (-22%)
Value$1.8M (-$636.7K)
Filed 2026-10-22
Cyndeo Wealth Partners, LLC
INCREASED
Shares13,879 from 13,528
Change+351 (+3%)
Value$1.8M (-$73.0K)
Filed 2026-10-16
Aries Wealth Management
DECREASED
Shares13,856 from 14,166
Change-310 (-2%)
Value$1.8M (-$162.2K)
Filed 2026-10-23
Accel Wealth Management
DECREASED
Shares13,827 from 13,891
Change-64 (0%)
Value$1.8M (-$128.7K)
Filed 2026-10-13
Newman Dignan & Sheerar, Inc.
DECREASED
Shares13,779 from 14,432
Change-653 (-5%)
Value$1.7M (-$208.1K)
Filed 2026-10-21
Lincoln Capital LLC
DECREASED
Shares13,766 from 14,988
Change-1,222 (-8%)
Value$1.7M (-$282.2K)
Filed 2026-10-09
Greenup Street Wealth Management LLC
DECREASED
Shares13,756 from 16,566
Change-2,810 (-17%)
Value$1.7M (-$499.8K)
Filed 2026-10-28
WealthPlan Investment Management, LLC
DECREASED
Shares13,753 from 23,894
Change-10,141 (-42%)
Value$1.7M (-$1.5M)
Filed 2026-10-15
Diversified Enterprises, LLC
INCREASED
Shares13,693 from 13,037
Change+656 (+5%)
Value$1.7M (-$30.0K)
Filed 2026-10-19
Patton Albertson Miller Group, LLC
DECREASED
Shares13,611 from 13,802
Change-191 (-1%)
Value$1.7M (-$144.1K)
Filed 2026-10-26
Duncker Streett & Co Inc
DECREASED
Shares13,560 from 13,607
Change-47 (0%)
Value$1.7M (-$124.0K)
Filed 2026-10-27
GS Investments, Inc.
INCREASED
Shares13,526 from 13,312
Change+214 (+2%)
Value$1.7M (-$88.4K)
Filed 2026-11-05
LEE Danner & Bass Inc
DECREASED
Shares13,507 from 13,754
Change-247 (-2%)
Value$1.7M (-$150.7K)
Filed 2026-10-27
Gibbs Wealth Management
INCREASED
Shares13,506 from 10,974
Change+2,532 (+23%)
Value$1.7M (+$225.7K)
Filed 2026-10-22
Missouri Trust & Investment Co
INCREASED
Shares13,487 from 13,257
Change+230 (+2%)
Value$1.7M (-$141.1K)
Filed 2026-11-04
XML Financial, LLC
DECREASED
Shares13,481 from 13,548
Change-67 (0%)
Value$1.7M (-$126.1K)
Filed 2026-10-29
Heritage Wealth Advisors
DECREASED
Shares13,430 from 13,449
Change-19 (0%)
Value$1.7M (-$119.0K)
Filed 2026-11-09
Finer Wealth Management, Inc.
DECREASED
Shares13,387 from 13,798
Change-411 (-3%)
Value$1.7M (-$171.9K)
Filed 2026-10-16
Sagespring Wealth Partners, LLC
DECREASED
Shares13,385 from 16,285
Change-2,900 (-18%)
Value$1.7M (-$508.9K)
Filed 2026-10-22
Essex Bank
DECREASED
Shares13,351 from 13,948
Change-597 (-4%)
Value$1.7M (-$196.7K)
Filed 2026-10-16
Hennion & Walsh Asset Management, Inc.
DECREASED
Shares13,347 from 13,711
Change-364 (-3%)
Value$1.7M (-$165.1K)
Filed 2026-10-13
Shrier Wealth Management, LLC
INCREASED
Shares13,344 from 13,330
Change+14 (+0%)
Value$1.7M (-$113.9K)
Filed 2026-10-20
Nilsine Partners, LLC
DECREASED
Shares13,256 from 13,559
Change-303 (-2%)
Value$1.7M (-$156.1K)
Filed 2026-11-02
KCM Investment Advisors LLC
DECREASED
Shares13,205 from 14,026
Change-821 (-6%)
Value$1.7M (-$225.7K)
Filed 2026-10-27
Center for Financial Planning, Inc.
DECREASED
Shares13,194 from 13,299
Change-105 (-1%)
Value$1.7M (-$128.6K)
Filed 2026-10-26
GC Wealth Management RIA, LLC
DECREASED
Shares13,163 from 31,893
Change-18,730 (-59%)
Value$1.7M (-$2.7M)
Filed 2026-11-02
CFS Investment Advisory Services, LLC
DECREASED
Shares13,095 from 14,658
Change-1,563 (-11%)
Value$1.6M (-$467.8K)
Filed 2026-10-19
Investment Advisory Services Inc
INCREASED
Shares13,071 from 13,061
Change+10 (+0%)
Value$1.7M (-$112.1K)
Filed 2026-10-27
Bria Capital Group, LLC
INCREASED
Shares13,070 from 9,565
Change+3,505 (+37%)
Value$1.7M (+$361.1K)
Filed 2026-10-22
Reynders McVeigh Capital Management, LLC
DECREASED
Shares12,992 from 13,622
Change-630 (-5%)
Value$1.6M (-$197.6K)
Filed 2026-10-30
Brown, Lisle Ings, Inc.
INCREASED
Shares12,900 from 12,518
Change+382 (+3%)
Value$1.6M (-$60.3K)
Filed 2026-10-16
Ascentis Independent Advisors
INCREASED
Shares12,889 from 32
Change+12,857 (+40178%)
Value$1.6M (+$1.6M)
Filed 2026-11-03
Patten Group, Inc.
DECREASED
Shares12,834 from 13,163
Change-329 (-2%)
Value$1.6M (-$155.9K)
Filed 2026-10-26
Plancorp, LLC
INCREASED
Shares12,827 from 9,778
Change+3,049 (+31%)
Value$1.8M (+$407.5K)
Filed 2026-11-03
Detalus Advisors, LLC
DECREASED
Shares12,808 from 13,316
Change-508 (-4%)
Value$1.6M (-$179.9K)
Filed 2026-10-15
Cigna Investments Inc
DECREASED
Shares12,799 from 12,850
Change-51 (0%)
Value$1.6K (-$1.7M)
Filed 2026-10-19
Magnus Financial Group LLC
DECREASED
Shares12,786 from 12,913
Change-127 (-1%)
Value$1.6M (-$128.3K)
Filed 2026-10-21
CNB Bank
INCREASED
Shares12,759 from 12,073
Change+686 (+6%)
Value$1.6M (-$17.9K)
Filed 2026-11-09
Edmp, Inc.
INCREASED
Shares12,703 from 11,496
Change+1,207 (+11%)
Value$1.6M (+$53.2K)
Filed 2026-10-22
Flavin Financial Services, Inc.
INCREASED
Shares12,700 from 11,898
Change+802 (+7%)
Value$1.6M (-$1.6K)
Filed 2026-10-21
Cidel Asset Management Inc
INCREASED
Shares12,695 from 12,048
Change+647 (+5%)
Value$1.6M (-$22.6K)
Filed 2026-10-29
Compound Planning, Inc.
DECREASED
Shares12,689 from 14,127
Change-1,438 (-10%)
Value$1.6M (-$304.8K)
Filed 2026-11-09
Grove Bank & Trust
DECREASED
Shares12,686 from 12,835
Change-149 (-1%)
Value$1.6M (-$130.3K)
Filed 2026-10-08
Claro Advisors Inc.
DECREASED
Shares12,614 from 13,054
Change-440 (-3%)
Value$1.6M (-$169.0K)
Filed 2026-11-02
Center for Wealth Management Advisory
INCREASED
Shares12,574 from 11,581
Change+993 (+9%)
Value$1.6M (+$25.3K)
Filed 2026-10-23
Texas Capital Bank Wealth Management Services Inc
INCREASED
Shares12,545 from 11,599
Change+946 (+8%)
Value$1.6M (+$19.2K)
Filed 2026-11-09
Mechanics Financial Corp
DECREASED
Shares12,504 from 12,554
Change-50 (0%)
Value$1.6M (-$115.3K)
Filed 2026-11-05
Peoples Bank
INCREASED
Shares12,500 from 12,032
Change+468 (+4%)
Value$1.6M (-$45.1K)
Filed 2026-10-09
Wedmont Private Capital
INCREASED
Shares12,496 from 11,570
Change+926 (+8%)
Value$1.6M (+$14.3K)
Filed 2026-10-09
Connecticut Wealth Management, LLC
DECREASED
Shares12,454 from 13,564
Change-1,110 (-8%)
Value$1.6M (-$258.4K)
Filed 2026-10-13
Tobam
INCREASED
Shares12,412 from 11,688
Change+724 (+6%)
Value$1.6K (-$1.6M)
Filed 2026-11-03
Davidson Trust Co
DECREASED
Shares12,407 from 12,460
Change-53 (0%)
Value$1.6M (-$114.9K)
Filed 2026-10-09
Alhambra Investment Management LLC
INCREASED
Shares12,393 from 12,236
Change+157 (+1%)
Value$1.6M (-$86.3K)
Filed 2026-10-15
CWA Asset Management Group, LLC
DECREASED
Shares12,381 from 12,948
Change-567 (-4%)
Value$1.6M (-$184.2K)
Filed 2026-10-19
Schaper Benz & Wise Investment Counsel Inc
UNCHANGED
Shares12,348 from 12,348
Change0 (0%)
Value$1.6M (-$107.2K)
Filed 2026-10-09
LVW Advisors, LLC
DECREASED
Shares12,336 from 13,799
Change-1,463 (-11%)
Value$1.6M (-$305.1K)
Filed 2026-10-19
Nvwm, LLC
INCREASED
Shares12,326 from 12,068
Change+258 (+2%)
Value$1.6M (-$72.1K)
Filed 2026-10-14
ARQ Wealth Advisors, LLC
DECREASED
Shares12,324 from 15,996
Change-3,672 (-23%)
Value$1.6M (-$608.2K)
Filed 2026-10-29
Heritage OAK Wealth Advisors LLC
DECREASED
Shares12,291 from 12,341
Change-50 (0%)
Value$1.6M (-$113.5K)
Filed 2026-10-14
Indivisible Partners
INCREASED
Shares12,253 from 10,236
Change+2,017 (+20%)
Value$1.6M (+$166.7K)
Filed 2026-10-26
SAX Wealth Advisors, LLC
INCREASED
Shares12,222 from 11,570
Change+652 (+6%)
Value$1.5M (-$248.0K)
Filed 2026-10-13
Cottage Street Advisors LLC
DECREASED
Shares12,178 from 12,712
Change-534 (-4%)
Value$1.5M (-$188.9K)
Filed 2026-10-19
Benedict Financial Advisors Inc
DECREASED
Shares12,155 from 12,831
Change-676 (-5%)
Value$1.5M (-$197.0K)
Filed 2026-10-07
Emerald Advisors, LLC
INCREASED
Shares12,118 from 11,737
Change+381 (+3%)
Value$1.5M (-$53.6K)
Filed 2026-10-13
Bradyco, Inc.
DECREASED
Shares12,103 from 13,103
Change-1,000 (-8%)
Value$1.5M (-$240.5K)
Filed 2026-11-03
Great Lakes Retirement, Inc.
DECREASED
Shares12,071 from 12,105
Change-34 (0%)
Value$1.5M (-$109.4K)
Filed 2026-10-26
MCF Advisors LLC
INCREASED
Shares12,024 from 10,723
Change+1,301 (+12%)
Value$1.5M (+$71.9K)
Filed 2026-10-28
Kesler, Norman & Wride, LLC
DECREASED
Shares12,018 from 12,431
Change-413 (-3%)
Value$1.5M (-$160.3K)
Filed 2026-11-06
Archer Investment Corp
INCREASED
Shares11,997 from 9,996
Change+2,001 (+20%)
Value$1.5M (+$166.8K)
Filed 2026-11-05
Clear Creek Financial Management, LLC
INCREASED
Shares11,975 from 11,535
Change+440 (+4%)
Value$1.5M (-$44.3K)
Filed 2026-10-28
Partnership Wealth Management, LLC
INCREASED
Shares11,973 from 11,971
Change+2 (+0%)
Value$1.5M (-$103.7K)
Filed 2026-10-05
Park Place Capital Corp
INCREASED
Shares11,938 from 9,434
Change+2,504 (+27%)
Value$1.5M (+$235.4K)
Filed 2026-11-09
B. Riley Wealth Advisors, Inc.
INCREASED
Shares11,928 from 10,467
Change+1,461 (+14%)
Value$1.5M (+$59.8K)
Filed 2026-10-13
Caldwell Sutter Capital, Inc.
INCREASED
Shares11,787 from 11,518
Change+269 (+2%)
Value$1.5M (-$65.9K)
Filed 2026-11-09
Paradigm Asset Management Co LLC
DECREASED
Shares11,770 from 13,211
Change-1,441 (-11%)
Value$1.5M (-$297.3K)
Filed 2026-11-05
Alpine Bank Wealth Management
INCREASED
Shares11,766 from 11,023
Change+743 (+7%)
Value$1.5M (-$1.5K)
Filed 2026-10-16
Chatham Capital Group, Inc.
DECREASED
Shares11,706 from 12,766
Change-1,060 (-8%)
Value$1.5M (-$245.1K)
Filed 2026-10-16
Natural Investments, LLC
DECREASED
Shares11,694 from 11,834
Change-140 (-1%)
Value$1.5M (-$120.1K)
Filed 2026-11-06
Carnegie Lake Advisors LLC
UNCHANGED
Shares11,674 from 11,674
Change0 (0%)
Value$1.5M (-$101.3K)
Filed 2026-11-06
Boomfish Wealth Group, LLC
INCREASED
Shares11,665 from 10,861
Change+804 (+7%)
Value$1.5M (+$7.6K)
Filed 2026-10-22
Bedel Financial Consulting, Inc.
DECREASED
Shares11,607 from 11,961
Change-354 (-3%)
Value$1.5M (-$148.7K)
Filed 2026-11-06
Costello Asset Management, Inc
DECREASED
Shares11,510 from 17,141
Change-5,631 (-33%)
Value$1.5M (-$862.4K)
Filed 2026-10-30
Resonant Capital Advisors, LLC
DECREASED
Shares11,501 from 23,443
Change-11,942 (-51%)
Value$1.5M (-$1.7M)
Filed 2026-10-15
Beacon Financial Group
DECREASED
Shares11,436 from 12,313
Change-877 (-7%)
Value$1.4M (-$218.0K)
Filed 2026-10-19
Nwam LLC
DECREASED
Shares11,401 from 11,843
Change-442 (-4%)
Value$1.4M (-$158.9K)
Filed 2026-11-09
Norway Savings Bank
INCREASED
Shares11,344 from 10,756
Change+588 (+5%)
Value$1.4M (-$18.9K)
Filed 2026-10-20
Outfitters Financial LLC
DECREASED
Shares11,338 from 12,378
Change-1,040 (-8%)
Value$1.4M (-$239.2K)
Filed 2026-10-23
Cypress Capital Group
DECREASED
Shares11,309 from 11,769
Change-460 (-4%)
Value$1.4M (-$160.4K)
Filed 2026-11-03
Yankcom Partnership
INCREASED
Shares11,260 from 10,315
Change+945 (+9%)
Value$1.4M (+$30.2K)
Filed 2026-10-15
M&G Plc
DECREASED
Shares11,234 from 12,867
Change-1,633 (-13%)
Value$1.4M (-$310.3K)
Filed 2026-11-04
Interchange Capital Partners, LLC
DECREASED
Shares11,219 from 11,574
Change-355 (-3%)
Value$1.4M (-$145.4K)
Filed 2026-10-28
Sterling Investment Advisors, Ltd.
DECREASED
Shares11,204 from 12,252
Change-1,048 (-9%)
Value$1.4M (-$239.1K)
Filed 2026-10-27
Tred Avon Family Wealth, LLC
DECREASED
Shares11,147 from 11,308
Change-161 (-1%)
Value$1.4M (-$118.6K)
Filed 2026-10-20
Bfsg, LLC
INCREASED
Shares11,126 from 10,733
Change+393 (+4%)
Value$1.4M (-$43.3K)
Filed 2026-10-30
Cerro Pacific Wealth Advisors LLC
DECREASED
Shares11,121 from 11,179
Change-58 (-1%)
Value$1.4M (-$104.4K)
Filed 2026-10-22
Peregrine Asset Advisers, Inc.
DECREASED
Shares11,098 from 54,992
Change-43,894 (-80%)
Value$1.4M (-$6.0M)
Filed 2026-11-09
Clear Harbor Asset Management, LLC
INCREASED
Shares11,030 from 4,362
Change+6,668 (+153%)
Value$1.4M (+$807.1K)
Filed 2026-11-05
Kentucky Trust Co
DECREASED
Shares10,986 from 11,269
Change-283 (-3%)
Value$1.4M (-$133.7K)
Filed 2026-10-15
Comprehensive Financial Consultants Institutional, Inc.
INCREASED
Shares10,941 from 10,804
Change+137 (+1%)
Value$1.4M (-$76.4K)
Filed 2026-10-15
Baker Avenue Asset Management, LP
DECREASED
Shares10,915 from 12,285
Change-1,370 (-11%)
Value$1.4M (-$280.2K)
Filed 2026-11-06
Marino, Stram & Associates LLC
INCREASED
Shares10,910 from 10,509
Change+401 (+4%)
Value$1.4M (-$40.4K)
Filed 2026-10-22
Strengthening Families & Communities, LLC
INCREASED
Shares10,893 from 9,432
Change+1,461 (+15%)
Value$1.4M (+$103.3K)
Filed 2026-10-21
Legacy Trust
INCREASED
Shares10,890 from 10,778
Change+112 (+1%)
Value$1.5M (+$36.3K)
Filed 2026-11-06
Abacus Planning Group, Inc.
DECREASED
Shares10,889 from 11,547
Change-658 (-6%)
Value$1.4M (-$183.6K)
Filed 2026-11-02
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED
Shares10,871 from 12,071
Change-1,200 (-10%)
Value$1.4M (-$256.8K)
Filed 2026-11-03
Leisure Capital Management
INCREASED
Shares10,851 from 10,843
Change+8 (+0%)
Value$1.4M (-$93.1K)
Filed 2026-11-03
Clean Yield Group
UNCHANGED
Shares10,784 from 10,784
Change0 (0%)
Value$1.4M (-$93.6K)
Filed 2026-10-28
Achmea Investment Management B.V.
NEW
Shares10,766
Change+10,766
Value$1.4M
Filed 2026-10-30
Perpetual Ltd
DECREASED
Shares10,764 from 16,984
Change-6,220 (-37%)
Value$1.4M (-$935.6K)
Filed 2026-10-13
Blue Fin Capital, Inc.
INCREASED
Shares10,708 from 10,702
Change+6 (+0%)
Value$1.4M (-$92.1K)
Filed 2026-10-28
Beacon Bank & Trust
DECREASED
Shares10,698 from 11,067
Change-369 (-3%)
Value$1.4M (-$142.8K)
Filed 2026-10-27
Rahlfs Capital, LLC
UNCHANGED
Shares10,665 from 10,665
Change0 (0%)
Value$1.4M (-$92.6K)
Filed 2026-10-23
Kennebec Savings Bank
INCREASED
Shares10,641 from 10,313
Change+328 (+3%)
Value$1.3M (-$48.0K)
Filed 2026-10-22
Providence Wealth Advisors, LLC
DECREASED
Shares10,620 from 11,265
Change-645 (-6%)
Value$1.3M (-$286.5K)
Filed 2026-10-29
Wealthcare Advisory Partners LLC
DECREASED
Shares10,566 from 11,006
Change-440 (-4%)
Value$1.3M (-$151.3K)
Filed 2026-10-21
TCI Wealth Advisors, Inc.
DECREASED
Shares10,535 from 12,309
Change-1,774 (-14%)
Value$1.3M (-$331.6K)
Filed 2026-10-30
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares10,451 from 9,962
Change+489 (+5%)
Value$1.3M (-$24.5K)
Filed 2026-10-27
Liberty Capital Management, Inc.
DECREASED
Shares10,434 from 10,507
Change-73 (-1%)
Value$1.3M (-$100.5K)
Filed 2026-11-02
denkapparat Operations GmbH
INCREASED
Shares10,426 from 6,252
Change+4,174 (+67%)
Value$1.3M (+$474.7K)
Filed 2026-11-09
Portfolio Design Labs, LLC
INCREASED
Shares10,423 from 10,268
Change+155 (+2%)
Value$1.3M (-$69.4K)
Filed 2026-11-04
Everhart Financial Group, Inc.
DECREASED
Shares10,422 from 12,586
Change-2,164 (-17%)
Value$1.3M (-$383.4K)
Filed 2026-10-08
Waldron Private Wealth LLC
DECREASED
Shares10,422 from 10,577
Change-155 (-1%)
Value$1.3M (-$111.5K)
Filed 2026-11-02
Abner Herrman & Brock LLC
DECREASED
Shares10,402 from 10,417
Change-15 (0%)
Value$1.3K (-$92)
Filed 2026-10-20
StrongBox Wealth, LLC
INCREASED
Shares10,343 from 8,757
Change+1,586 (+18%)
Value$1.3M (+$125.0K)
Filed 2026-11-02
A. D. Beadell Investment Counsel, Inc.
DECREASED
Shares10,289 from 10,639
Change-350 (-3%)
Value$1.3K (-$137)
Filed 2026-10-14
Thoroughbred Financial Services, LLC
DECREASED
Shares10,284 from 10,493
Change-209 (-2%)
Value$1.3K (-$1.4M)
Filed 2026-11-09
PFG Advisors
INCREASED
Shares10,263 from 9,685
Change+578 (+6%)
Value$1.3M (-$10.7K)
Filed 2026-10-16
Baxter Bros Inc
DECREASED
Shares10,245 from 11,588
Change-1,343 (-12%)
Value$1.3M (-$270.8K)
Filed 2026-11-04
PDS Planning, Inc
DECREASED
Shares10,239 from 10,746
Change-507 (-5%)
Value$1.3M (-$157.5K)
Filed 2026-11-03
CWS Financial Advisors, LLC
DECREASED
Shares10,214 from 10,736
Change-522 (-5%)
Value$1.3M (-$159.3K)
Filed 2026-10-16
Buttonwood Financial Advisors Inc.
DECREASED
Shares10,115 from 11,426
Change-1,311 (-11%)
Value$1.3M (-$265.4K)
Filed 2026-10-13
Investment House LLC
DECREASED
Shares10,014 from 20,814
Change-10,800 (-52%)
Value$1.3M (-$1.5M)
Filed 2026-10-21
Axxion S.A.
INCREASED
Shares10,006 from 7,306
Change+2,700 (+37%)
Value$1.3M (+$278.7K)
Filed 2026-10-22
Westbourne Investment Advisors, Inc.
DECREASED
Shares10,000 from 11,950
Change-1,950 (-16%)
Value$1.3M (-$350.8K)
Filed 2026-10-20
LS Investment Advisors, LLC
DECREASED
Shares9,995 from 10,365
Change-370 (-4%)
Value$1.3M (-$136.9K)
Filed 2026-10-13
Key FInancial Inc
INCREASED
Shares9,990 from 9,888
Change+102 (+1%)
Value$1.3M (-$72.9K)
Filed 2026-11-02
Howard Financial Services, Ltd.
INCREASED
Shares9,947 from 9,695
Change+252 (+3%)
Value$1.3M (-$52.2K)
Filed 2026-10-15
Means Investment Co., Inc.
DECREASED
Shares9,938 from 10,068
Change-130 (-1%)
Value$1.3M (-$104.0K)
Filed 2026-11-03
Wealth Alliance Advisory Group, LLC
INCREASED
Shares9,931 from 9,669
Change+262 (+3%)
Value$1.3M (-$50.7K)
Filed 2026-10-14
Rudd Co d/b/a Styre Wealth
NEW
Shares9,877
Change+9,877
Value$1.3M
Filed 2026-10-29
MSH Capital Advisors LLC
DECREASED
Shares9,844 from 10,140
Change-296 (-3%)
Value$1.2M (-$125.6K)
Filed 2026-11-03
Capital Asset Advisory Services LLC
DECREASED
Shares9,817 from 31,048
Change-21,231 (-68%)
Value$1.4M (-$2.8M)
Filed 2026-10-30
Elevatus Welath Management
INCREASED
Shares9,811 from 7,715
Change+2,096 (+27%)
Value$1.2M (+$198.7K)
Filed 2026-10-19
Strategy Asset Managers LLC
INCREASED
Shares9,811 from 9,607
Change+204 (+2%)
Value$1.2M (-$57.5K)
Filed 2026-10-14
Dickmeyer Boyce Financial Management, Inc.
DECREASED
Shares9,810 from 10,187
Change-377 (-4%)
Value$1.2M (-$136.2K)
Filed 2026-10-08
Montecito Bank & Trust
DECREASED
Shares9,803 from 9,806
Change-3 (0%)
Value$1.2M (-$85.5K)
Filed 2026-10-01
Alta Advisers Ltd
INCREASED
Shares9,781 from 5,303
Change+4,478 (+84%)
Value$1.2M (+$521.4K)
Filed 2026-11-02
Twelve Points Wealth Management LLC
DECREASED
Shares9,769 from 11,519
Change-1,750 (-15%)
Value$1.3M (-$218.0K)
Filed 2026-11-03
S-Bank Fund Management Ltd
INCREASED
Shares9,717 from 9,245
Change+472 (+5%)
Value$1.2M (-$20.4K)
Filed 2026-11-06
Legacy Wealth Asset Management, LLC
INCREASED
Shares9,711 from 4,836
Change+4,875 (+101%)
Value$1.2M (+$575.8K)
Filed 2026-10-09
Pine Haven Investment Counsel, Inc
INCREASED
Shares9,692 from 9,682
Change+10 (+0%)
Value$1.2M (-$82.8K)
Filed 2026-11-02
Brindle & Bay Financial Advisors, LLC
INCREASED
Shares9,671 from 6,801
Change+2,870 (+42%)
Value$1.2M (+$304.6K)
Filed 2026-10-15
Heritage Wealth Management, Inc.
DECREASED
Shares9,649 from 11,156
Change-1,507 (-14%)
Value$1.2M (-$287.8K)
Filed 2026-10-28
Strategic Blueprint, LLC
DECREASED
Shares9,631 from 9,743
Change-112 (-1%)
Value$1.2M (-$98.8K)
Filed 2026-10-22
Charles Schwab Trust Co
INCREASED
Shares9,579 from 9,017
Change+562 (+6%)
Value$1.2M (-$7.1K)
Filed 2026-10-15
Freestone Capital Holdings, LLC
DECREASED
Shares9,531 from 10,576
Change-1,045 (-10%)
Value$1.2M (-$224.3K)
Filed 2026-11-09
Peterson Wealth Management
DECREASED
Shares9,409 from 9,673
Change-264 (-3%)
Value$1.2M (-$117.5K)
Filed 2026-11-06
Cowa, LLC
INCREASED
Shares9,353 from 7,084
Change+2,269 (+32%)
Value$1.2M (+$226.1K)
Filed 2026-10-30
Sprott Inc.
UNCHANGED
Shares9,303 from 9,303
Change0 (0%)
Value$1.2M (-$80.8K)
Filed 2026-11-09
GoalVest Advisory LLC
INCREASED
Shares9,298 from 8,810
Change+488 (+6%)
Value$1.2M (-$14.6K)
Filed 2026-10-02
HighPoint Advisor Group LLC
DECREASED
Shares9,286 from 9,343
Change-57 (-1%)
Value$1.2M (-$88.4K)
Filed 2026-11-09
Beacon Financial Advisory LLC
DECREASED
Shares9,254 from 9,401
Change-147 (-2%)
Value$1.2M (-$100.2K)
Filed 2026-10-16
Thompson Siegel & Walmsley LLC
INCREASED
Shares9,241 from 7,813
Change+1,428 (+18%)
Value$1.2K (-$1.1M)
Filed 2026-11-05
McCollum Christoferson Group LLC
DECREASED
Shares9,227 from 10,067
Change-840 (-8%)
Value$1.2M (-$193.8K)
Filed 2026-10-13
Leo Wealth, LLC
NEW
Shares9,223
Change+9,223
Value$1.2M
Filed 2026-10-26
Gerald Baker Financial Group LLC
INCREASED
Shares9,173 from 9,029
Change+144 (+2%)
Value$1.2M (-$60.2K)
Filed 2026-10-09
Garton & Associates Financial Advisors LLC
DECREASED
Shares9,113 from 12,351
Change-3,238 (-26%)
Value$1.3M (-$323.6K)
Filed 2026-10-30
Carlton Hofferkamp & Jenks Wealth Management, LLC
DECREASED
Shares9,092 from 9,142
Change-50 (-1%)
Value$1.2M (-$21.6K)
Filed 2026-10-21
Legacy Private Trust Co.
DECREASED
Shares9,086 from 9,101
Change-15 (0%)
Value$1.2M (-$80.9K)
Filed 2026-10-06
Wright Investors Service Inc
DECREASED
Shares9,056 from 9,515
Change-459 (-5%)
Value$1.1M (-$140.8K)
Filed 2026-11-02
Journey Advisory Group, LLC
INCREASED
Shares9,055 from 8,680
Change+375 (+4%)
Value$1.1M (-$27.8K)
Filed 2026-11-04
Accredited Investors Inc.
INCREASED
Shares9,053 from 8,042
Change+1,011 (+13%)
Value$1.1M (+$58.4K)
Filed 2026-11-03
Inlet Private Wealth, LLC
DECREASED
Shares8,965 from 9,040
Change-75 (-1%)
Value$1.1M (-$88.0K)
Filed 2026-10-21
Gryphon Financial Partners LLC
DECREASED
Shares8,925 from 9,355
Change-430 (-5%)
Value$1.1M (-$135.8K)
Filed 2026-11-04
Pettee Investors, Inc.
DECREASED
Shares8,920 from 9,275
Change-355 (-4%)
Value$1.1M (-$125.5K)
Filed 2026-11-09
United Advisor Group, LLC
INCREASED
Shares8,908 from 5,295
Change+3,613 (+68%)
Value$1.1M (+$411.8K)
Filed 2026-11-03
Sapient Capital LLC
DECREASED
Shares8,904 from 8,933
Change-29 (0%)
Value$1.1M (-$81.2K)
Filed 2026-10-08
Bank & Trust Co
INCREASED
Shares8,898 from 8,470
Change+428 (+5%)
Value$1.1M (-$19.3K)
Filed 2026-10-07
Augustine Asset Management Inc
INCREASED
Shares8,867 from 8,545
Change+322 (+4%)
Value$1.1M (-$33.4K)
Filed 2026-10-13
Redmond Asset Management, LLC
UNCHANGED
Shares8,862 from 8,862
Change0 (0%)
Value$1.1M (-$76.9K)
Filed 2026-10-27
BKM Wealth Management, LLC
DECREASED
Shares8,837 from 9,094
Change-257 (-3%)
Value$1.1M (-$111.5K)
Filed 2026-10-22
Elmwood Wealth Management, Inc.
INCREASED
Shares8,796 from 8,782
Change+14 (+0%)
Value$1.1M (-$74.5K)
Filed 2026-10-14
Plante Moran Financial Advisors, LLC
DECREASED
Shares8,762 from 8,949
Change-187 (-2%)
Value$1.1M (-$101.4K)
Filed 2026-11-04
Arrow Financial Corp
DECREASED
Shares8,688 from 8,857
Change-169 (-2%)
Value$1.1M (-$98.3K)
Filed 2026-10-26
Aaron Wealth Advisors LLC
DECREASED
Shares8,656 from 10,111
Change-1,455 (-14%)
Value$1.1M (-$272.1K)
Filed 2026-10-13
Tempus Wealth Planning, LLC
INCREASED
Shares8,648 from 8,313
Change+335 (+4%)
Value$1.1M (-$29.7K)
Filed 2026-10-14
Diversified Management Inc
INCREASED
Shares8,643 from 4,336
Change+4,307 (+99%)
Value$1.1M (+$508.1K)
Filed 2026-10-08
Supplemental Annuity Collective Trust of NJ
DECREASED
Shares8,636 from 8,766
Change-130 (-1%)
Value$1.1M (-$92.6K)
Filed 2026-11-02
Pflug Koory, LLC
INCREASED
Shares8,633 from 8,614
Change+19 (+0%)
Value$1.1M (-$72.4K)
Filed 2026-10-26
Bigelow Investment Advisors, LLC
DECREASED
Shares8,603 from 8,857
Change-254 (-3%)
Value$1.1M (-$109.1K)
Filed 2026-10-13
Powers Advisory Group, LLC
INCREASED
Shares8,583 from 8,265
Change+318 (+4%)
Value$1.1M (-$31.4K)
Filed 2026-10-14
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares8,572 from 8,572
Change0 (0%)
Value$1.1M (-$74.4K)
Filed 2026-10-30
Tandem Capital Management Corp
DECREASED
Shares8,559 from 9,428
Change-869 (-9%)
Value$1.1M (-$192.0K)
Filed 2026-10-22
Concord Wealth Partners
INCREASED
Shares8,558 from 8,196
Change+362 (+4%)
Value$1.1M (-$25.3K)
Filed 2026-11-02
Autumn Glory Partners, LLC
DECREASED
Shares8,551 from 10,085
Change-1,534 (-15%)
Value$1.1M (-$281.9K)
Filed 2026-10-26
Wynn Capital, LLC
UNCHANGED
Shares8,545 from 8,545
Change0 (0%)
Value$1.1M (-$74.2K)
Filed 2026-10-13
Northside Capital Management, LLC
DECREASED
Shares8,528 from 8,658
Change-130 (-1%)
Value$1.1M (-$91.6K)
Filed 2026-10-13
Jeppson Wealth Management, LLC
INCREASED
Shares8,503 from 7,257
Change+1,246 (+17%)
Value$1.1M (+$94.9K)
Filed 2026-10-20
Dumont & Blake Investment Advisors LLC
INCREASED
Shares8,451 from 8,310
Change+141 (+2%)
Value$1.1M (-$54.2K)
Filed 2026-10-28
Centerline Wealth Advisors, LLC
DECREASED
Shares8,446 from 10,773
Change-2,327 (-22%)
Value$1.1M (-$388.4K)
Filed 2026-10-15
Advisor OS, LLC
DECREASED
Shares8,443 from 9,895
Change-1,452 (-15%)
Value$1.1M (-$269.8K)
Filed 2026-11-03
Sterling Wealth Management, Inc.
DECREASED
Shares8,432 from 8,524
Change-92 (-1%)
Value$1.1M (-$85.6K)
Filed 2026-10-23
Impact Capital Partners LLC
DECREASED
Shares8,404 from 8,781
Change-377 (-4%)
Value$1.1M (-$124.0K)
Filed 2026-10-22
OFI Invest Asset Management
DECREASED
Shares8,345 from 11,013
Change-2,668 (-24%)
Value$931.0K (-$409.0K)
Filed 2026-11-06
American State Bank (Iowa)
INCREASED
Shares8,340 from 7,709
Change+631 (+8%)
Value$1.1M (+$13.0K)
Filed 2026-11-03
ShankerValleau Wealth Advisors, Inc.
UNCHANGED
Shares8,329 from 8,329
Change0 (0%)
Value$1.1M (-$72.3K)
Filed 2026-10-16
Focus Financial Network, Inc.
DECREASED
Shares8,324 from 8,530
Change-206 (-2%)
Value$1.1M (-$100.1K)
Filed 2026-10-14
Ballast, Inc.
UNCHANGED
Shares8,301 from 8,301
Change0 (0%)
Value$1.1M (-$72.1K)
Filed 2026-10-20
NBH Bank
INCREASED
Shares8,276 from 8,110
Change+166 (+2%)
Value$1.0M (-$49.4K)
Filed 2026-11-05
Manchester Capital Management LLC
INCREASED
Shares8,257 from 8,232
Change+25 (+0%)
Value$1.0M (-$68.3K)
Filed 2026-10-22
Harbor Investment Advisory, LLC
DECREASED
Shares8,245 from 9,001
Change-756 (-8%)
Value$1.0M (-$173.9K)
Filed 2026-10-13
Wealth Group, Ltd.
DECREASED
Shares8,240 from 21,568
Change-13,328 (-62%)
Value$1.0K (-$2.9M)
Filed 2026-10-30
Eliot Finkel Investment Counsel, LLC
DECREASED
Shares8,210 from 8,220
Change-10 (0%)
Value$1.0M (-$72.6K)
Filed 2026-11-03
Cornerstone Wealth Group, LLC
DECREASED
Shares8,200 from 52,844
Change-44,644 (-84%)
Value$1.0M (-$6.1M)
Filed 2026-11-02
Ashton Thomas Securities, LLC
DECREASED
Shares8,171 from 8,362
Change-191 (-2%)
Value$1.0M (-$89.9K)
Filed 2026-10-26
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares8,167 from 7,782
Change+385 (+5%)
Value$1.0M (-$19.5K)
Filed 2026-10-14
Independent Investors Inc
DECREASED
Shares8,163 from 8,263
Change-100 (-1%)
Value$1.0M (-$84.4K)
Filed 2026-10-30
Ipsen Advisor Group LLC
INCREASED
Shares8,132 from 8,085
Change+47 (+1%)
Value$1.0M (-$64.1K)
Filed 2026-10-29
Zega Investments, LLC
DECREASED
Shares8,124 from 8,166
Change-42 (-1%)
Value$1.0M (-$76.2K)
Filed 2026-11-04
Ables, Iannone, Moore & Associates, Inc.
DECREASED
Shares8,079 from 8,401
Change-322 (-4%)
Value$1.0M (-$113.7K)
Filed 2026-10-06
First National Bank Sioux Falls
INCREASED
Shares8,077 from 8,020
Change+57 (+1%)
Value$1.0M (-$246.7K)
Filed 2026-10-13
Intrua Financial, LLC
INCREASED
Shares8,065 from 7,396
Change+669 (+9%)
Value$1.0M (+$20.7K)
Filed 2026-10-28
Gibson Wealth Advisors LLC
INCREASED
Shares8,063 from 8,050
Change+13 (+0%)
Value$1.0M (-$68.2K)
Filed 2026-10-20
Dudley Capital Management, LLC
UNCHANGED
Shares8,019 from 8,019
Change0 (0%)
Value$1.0M (-$69.6K)
Filed 2026-10-23
Greenfield Savings Bank
DECREASED
Shares8,018 from 8,068
Change-50 (-1%)
Value$1.0M (-$76.4K)
Filed 2026-10-07
Pinnacle Bancorp, Inc.
INCREASED
Shares7,991 from 7,837
Change+154 (+2%)
Value$1.0M (-$48.5K)
Filed 2026-10-21
First City Capital Management, Inc.
DECREASED
Shares7,949 from 8,443
Change-494 (-6%)
Value$1.0M (-$135.9K)
Filed 2026-10-27
MBA Advisors LLC
INCREASED
Shares7,933 from 7,308
Change+625 (+9%)
Value$1.0M (+$15.8K)
Filed 2026-10-29
Richard P Slaughter Associates Inc
NEW
Shares7,901
Change+7,901
Value$1.0M
Filed 2026-10-13
Peoples Financial Services Corp.
DECREASED
Shares7,888 from 8,008
Change-120 (-1%)
Value$999.6K (-$84.7K)
Filed 2026-10-20
First County Bank
INCREASED
Shares7,872 from 7,782
Change+90 (+1%)
Value$997.5K (-$56.1K)
Filed 2026-10-13
Alliance Private Wealth, LLC
DECREASED
Shares7,864 from 8,834
Change-970 (-11%)
Value$996.5K (-$199.6K)
Filed 2026-10-20
Adelphi Trust Co
INCREASED
Shares7,862 from 7,405
Change+457 (+6%)
Value$996.3K (-$6.4K)
Filed 2026-10-05
Concord Asset Management, LLC
INCREASED
Shares7,861 from 7,691
Change+170 (+2%)
Value$996.1K (-$45.2K)
Filed 2026-11-02
Brandywine OAK Private Wealth LLC
INCREASED
Shares7,854 from 7,769
Change+85 (+1%)
Value$995.2K (-$56.7K)
Filed 2026-10-23
McGlone Suttner Wealth Management, Inc.
DECREASED
Shares7,847 from 7,901
Change-54 (-1%)
Value$994.3K (-$75.4K)
Filed 2026-10-13
Johnson & White Wealth Management, LLC
INCREASED
Shares7,846 from 6,631
Change+1,215 (+18%)
Value$994.3K (+$96.5K)
Filed 2026-11-03
Lederer & Associates Investment Counsel
INCREASED
Shares7,837 from 7,282
Change+555 (+8%)
Value$993 (+$7)
Filed 2026-10-23
71 West Capital Partners
DECREASED
Shares7,808 from 8,370
Change-562 (-7%)
Value$989.4K (-$143.9K)
Filed 2026-11-04
Oakworth Capital, Inc.
DECREASED
Shares7,805 from 8,611
Change-806 (-9%)
Value$989.1K (-$192.7K)
Filed 2026-10-26
Argyle Capital Management, LLC
INCREASED
Shares7,795 from 7,600
Change+195 (+3%)
Value$987.8K (-$41.3K)
Filed 2026-10-28
Tributary Capital Management, LLC
DECREASED
Shares7,756 from 7,946
Change-190 (-2%)
Value$982.8K (-$93.0K)
Filed 2026-10-28
Atlas Capital Advisors Inc.
UNCHANGED
Shares7,752 from 7,752
Change0 (0%)
Value$755 (-$1.0M)
Filed 2026-11-09
Canandaigua National Trust Co of Florida
NEW
Shares7,746
Change+7,746
Value$981.6K
Filed 2026-10-07
Golden Reserve Retirement LLC
INCREASED
Shares7,745 from 4,855
Change+2,890 (+60%)
Value$981.4K (+$324.0K)
Filed 2026-11-02
Occidental Asset Management, LLC
DECREASED
Shares7,730 from 8,716
Change-986 (-11%)
Value$979.5K (-$200.6K)
Filed 2026-11-05
AMI Asset Management Corp
INCREASED
Shares7,725 from 7,665
Change+60 (+1%)
Value$978.9K (-$58.9K)
Filed 2026-10-20
Summit Place Financial Advisors, LLC
DECREASED
Shares7,722 from 8,383
Change-661 (-8%)
Value$978.5K (-$156.5K)
Filed 2026-10-23
St. Johns Investment Management Company, LLC
INCREASED
Shares7,712 from 7,651
Change+61 (+1%)
Value$977.3K (-$58.7K)
Filed 2026-10-30
Renaissance Investment Group LLC
DECREASED
Shares7,666 from 7,686
Change-20 (0%)
Value$971.4K (-$69.2K)
Filed 2026-10-28
MBE Wealth Management, LLC
INCREASED
Shares7,659 from 7,487
Change+172 (+2%)
Value$970.6K (-$43.1K)
Filed 2026-10-26
Altfest L J & Co Inc
INCREASED
Shares7,650 from 7,118
Change+532 (+7%)
Value$969.4K (+$5.6K)
Filed 2026-10-27
Alpha Family Trust
UNCHANGED
Shares7,600 from 7,600
Change0 (0%)
Value$1.0M ($0)
Filed 2026-11-04
Griffin Asset Management, Inc.
INCREASED
Shares7,584 from 7,581
Change+3 (+0%)
Value$961.0K (-$65.5K)
Filed 2026-10-22
Machina Capital S.A.S.
DECREASED
Shares7,579 from 43,217
Change-35,638 (-82%)
Value$960.4K (-$4.9M)
Filed 2026-11-05
First Affirmative Financial Network
NEW
Shares7,578
Change+7,578
Value$960.3K
Filed 2026-10-21
Ted Buchan & Co
DECREASED
Shares7,542 from 9,017
Change-1,475 (-16%)
Value$955.7K (-$265.2K)
Filed 2026-10-23
Summit Asset Management, LLC
INCREASED
Shares7,521 from 7,059
Change+462 (+7%)
Value$953.1K (-$2.7K)
Filed 2026-11-05
Jmac Enterprises LLC
INCREASED
Shares7,518 from 6,413
Change+1,105 (+17%)
Value$952.7K (+$84.3K)
Filed 2026-10-30
Chiron Capital Management, LLC
INCREASED
Shares7,480 from 5,580
Change+1,900 (+34%)
Value$947.9K (+$192.3K)
Filed 2026-10-15
Emprise Bank
DECREASED
Shares7,480 from 7,523
Change-43 (-1%)
Value$947.9K (-$70.7K)
Filed 2026-10-07
MTM Investment Management, LLC
INCREASED
Shares7,463 from 7,456
Change+7 (+0%)
Value$945.7K (-$63.8K)
Filed 2026-10-30
PW Nova Financial Services LLC
INCREASED
Shares7,461 from 7,057
Change+404 (+6%)
Value$945.5K (-$10.1K)
Filed 2026-10-15
Andrews Advisory Associates, LLC
INCREASED
Shares7,456 from 6,877
Change+579 (+8%)
Value$944.8K (+$13.7K)
Filed 2026-10-15
LCM Capital Management Inc
DECREASED
Shares7,406 from 7,446
Change-40 (-1%)
Value$938.5K (-$69.7K)
Filed 2026-10-20
Taylor Financial Group, Inc.
DECREASED
Shares7,397 from 8,317
Change-920 (-11%)
Value$937.3K (-$188.8K)
Filed 2026-11-02
Bison Wealth, LLC
DECREASED
Shares7,380 from 9,710
Change-2,330 (-24%)
Value$935.0K (-$456.3K)
Filed 2026-10-13
Simon Quick Advisors, LLC
DECREASED
Shares7,371 from 12,072
Change-4,701 (-39%)
Value$934.1K (-$700.5K)
Filed 2026-10-26
Probity Advisors, Inc.
INCREASED
Shares7,352 from 7,200
Change+152 (+2%)
Value$931.7K (-$43.2K)
Filed 2026-10-23
Split Creek LLC DBA Split Creek Capital LLC
INCREASED
Shares7,337 from 6,715
Change+622 (+9%)
Value$929.7K (+$20.5K)
Filed 2026-11-02
AdvisorNet Financial, Inc
INCREASED
Shares7,330 from 7,045
Change+285 (+4%)
Value$947.5K (-$6.3K)
Filed 2026-10-15
Citizens Business Bank
DECREASED
Shares7,326 from 7,404
Change-78 (-1%)
Value$928.4K (-$74.2K)
Filed 2026-11-09
FSM Wealth Advisors, LLC
DECREASED
Shares7,306 from 7,997
Change-691 (-9%)
Value$937.7K (-$145.1K)
Filed 2026-10-27
Cordgrass Capital Advisors, LLC
INCREASED
Shares7,298 from 6,908
Change+390 (+6%)
Value$924.8K (-$10.5K)
Filed 2026-10-30
Shepherd Financial Partners LLC
DECREASED
Shares7,294 from 8,441
Change-1,147 (-14%)
Value$924.3K (-$218.6K)
Filed 2026-11-03
Piscataqua Savings Bank
DECREASED
Shares7,233 from 7,337
Change-104 (-1%)
Value$916.5K (-$76.9K)
Filed 2026-10-21
Greatmark Investment Partners, Inc.
INCREASED
Shares7,229 from 7,037
Change+192 (+3%)
Value$916.1K (-$36.8K)
Filed 2026-10-28
Patrick M Sweeney & Associates, Inc
DECREASED
Shares7,224 from 7,228
Change-4 (0%)
Value$915.4K (-$63.2K)
Filed 2026-10-22
Mcdonald Partners LLC
DECREASED
Shares7,202 from 7,582
Change-380 (-5%)
Value$912.6K (-$114.0K)
Filed 2026-11-03
Hudock, Inc.
DECREASED
Shares7,181 from 7,435
Change-254 (-3%)
Value$910.1K (-$96.6K)
Filed 2026-10-14
Stiles Financial Services Inc
DECREASED
Shares7,159 from 7,507
Change-348 (-5%)
Value$907.2K (-$109.2K)
Filed 2026-10-30
Premier Path Wealth Partners, LLC
DECREASED
Shares7,153 from 7,748
Change-595 (-8%)
Value$906.5K (-$142.6K)
Filed 2026-10-16
LifePlan Financial, LLC
INCREASED
Shares7,151 from 3,532
Change+3,619 (+102%)
Value$917.8K (+$439.5K)
Filed 2026-10-13
Staley Capital Advisers Inc
INCREASED
Shares7,148 from 6,656
Change+492 (+7%)
Value$905.8K (+$4.6K)
Filed 2026-11-06
San Luis Wealth Advisors LLC
INCREASED
Shares7,132 from 1,516
Change+5,616 (+370%)
Value$903.7K (+$698.5K)
Filed 2026-10-27
Lodestar Private Asset Management LLC
DECREASED
Shares7,131 from 7,676
Change-545 (-7%)
Value$903.7K (-$135.6K)
Filed 2026-10-26
Hazlett, Burt & Watson, Inc.
INCREASED
Shares7,115 from 7,024
Change+91 (+1%)
Value$899 (-$839.2K)
Filed 2026-11-04
Portus Wealth Advisors, LLC
DECREASED
Shares7,111 from 7,112
Change-1 (0%)
Value$901.1K (-$61.9K)
Filed 2026-10-13
Acropolis Investment Management, LLC
DECREASED
Shares7,082 from 7,913
Change-831 (-10%)
Value$897.5K (-$174.0K)
Filed 2026-10-08
Texas Bank & Trust Co
INCREASED
Shares7,074 from 6,794
Change+280 (+4%)
Value$896.4K (-$23.5K)
Filed 2026-11-04
Asset Dedication, LLC
DECREASED
Shares7,052 from 7,634
Change-582 (-8%)
Value$893.6K (-$140.1K)
Filed 2026-11-03
Family Capital Trust Co
UNCHANGED
Shares7,006 from 7,006
Change0 (0%)
Value$887.8K (-$60.8K)
Filed 2026-10-22
Diesslin Group, Inc.
UNCHANGED
Shares7,001 from 7,001
Change0 (0%)
Value$887.2K (-$60.8K)
Filed 2026-10-14
Cincinnati Specialty Underwriters Insurance Co
UNCHANGED
Shares7,000 from 7,000
Change0 (0%)
Value$887.0K (-$60.8K)
Filed 2026-11-03
Doliver Advisors, LP
DECREASED
Shares6,996 from 7,259
Change-263 (-4%)
Value$886.5K (-$96.3K)
Filed 2026-10-01
Elyxium Wealth, LLC
DECREASED
Shares6,987 from 7,467
Change-480 (-6%)
Value$885.4K (-$125.6K)
Filed 2026-10-27
Cross Staff Investments Inc
UNCHANGED
Shares6,980 from 6,980
Change0 (0%)
Value$884.5K (-$60.6K)
Filed 2026-10-22
Brady Martz Wealth Solutions, LLC
INCREASED
Shares6,979 from 5,594
Change+1,385 (+25%)
Value$884.4K (+$126.9K)
Filed 2026-11-05
Hanson & Doremus Investment Management
UNCHANGED
Shares6,978 from 6,978
Change0 (0%)
Value$884 (-$944.1K)
Filed 2026-10-16
EverSource Wealth Advisors, LLC
DECREASED
Shares6,960 from 8,618
Change-1,658 (-19%)
Value$882.0K (-$284.9K)
Filed 2026-11-04
Synergy Asset Management, LLC
INCREASED
Shares6,942 from 6,937
Change+5 (+0%)
Value$879.7K (-$59.6K)
Filed 2026-11-05
Sentry LLC
UNCHANGED
Shares6,928 from 6,928
Change0 (0%)
Value$877.9K (-$60.1K)
Filed 2026-10-30
Woodward Diversified Capital, LLC
DECREASED
Shares6,923 from 7,241
Change-318 (-4%)
Value$877.3K (-$103.1K)
Filed 2026-10-21
Rare Wolf Capital LLC
DECREASED
Shares6,918 from 10,220
Change-3,302 (-32%)
Value$876.6K (-$507.1K)
Filed 2026-10-20
Investors Research Corp
DECREASED
Shares6,913 from 7,121
Change-208 (-3%)
Value$876.0K (-$88.2K)
Filed 2026-10-07
EagleClaw Capital Managment, LLC
DECREASED
Shares6,900 from 7,195
Change-295 (-4%)
Value$874.4K (-$99.8K)
Filed 2026-11-06
Nicholas Hoffman & Company, Llc.
DECREASED
Shares6,884 from 7,114
Change-230 (-3%)
Value$872.3K (-$90.9K)
Filed 2026-10-30
Sippican Capital Advisors
INCREASED
Shares6,872 from 4,494
Change+2,378 (+53%)
Value$870.8K (+$262.3K)
Filed 2026-10-23
Live Oak Private Wealth LLC
UNCHANGED
Shares6,848 from 6,848
Change0 (0%)
Value$867.8K (-$59.4K)
Filed 2026-11-02
Vista Investment Partners LLC
INCREASED
Shares6,843 from 6,842
Change+1 (+0%)
Value$867.1K (-$59.3K)
Filed 2026-10-08
Evermay Wealth Management LLC
DECREASED
Shares6,838 from 7,404
Change-566 (-8%)
Value$866.5K (-$136.0K)
Filed 2026-11-05
Kennedy Investment Group, Inc.
DECREASED
Shares6,774 from 6,967
Change-193 (-3%)
Value$858.4K (-$85.0K)
Filed 2026-10-21
Baugh & Associates, LLC
DECREASED
Shares6,767 from 24,408
Change-17,641 (-72%)
Value$822.9K (-$2.5M)
Filed 2026-10-16
Journey Retirement Planning & Investment Management LLC
INCREASED
Shares6,765 from 5,296
Change+1,469 (+28%)
Value$857.3K (+$140.3K)
Filed 2026-10-09
Elevated Private Wealth, LLC
DECREASED
Shares6,755 from 8,235
Change-1,480 (-18%)
Value$856.0K (-$259.0K)
Filed 2026-10-15
Kuhn & Co Investment Counsel
INCREASED
Shares6,750 from 6,712
Change+38 (+1%)
Value$855.4K (-$53.4K)
Filed 2026-10-29
Annis Gardner Whiting Capital Advisors, LLC
DECREASED
Shares6,712 from 6,860
Change-148 (-2%)
Value$850.5K (-$78.3K)
Filed 2026-11-09
Avestar Capital, LLC
DECREASED
Shares6,640 from 8,538
Change-1,898 (-22%)
Value$841.4K (-$314.6K)
Filed 2026-10-28
First United Bank & Trust
DECREASED
Shares6,636 from 8,841
Change-2,205 (-25%)
Value$840.9K (-$356.2K)
Filed 2026-10-22
Spire Wealth Management
INCREASED
Shares6,627 from 6,000
Change+627 (+10%)
Value$839.8K (+$27.4K)
Filed 2026-10-30
Winthrop Advisory Group LLC
INCREASED
Shares6,626 from 6,254
Change+372 (+6%)
Value$839.6K (-$7.1K)
Filed 2026-10-22
Guinness Atkinson Asset Management Inc
UNCHANGED
Shares6,619 from 6,619
Change0 (0%)
Value$838.8K (-$57.5K)
Filed 2026-11-05
Lyell Wealth Management, LP
DECREASED
Shares6,614 from 7,049
Change-435 (-6%)
Value$838.1K (-$116.3K)
Filed 2026-10-30
MB, Levis & Associates, LLC
INCREASED
Shares6,608 from 6,321
Change+287 (+5%)
Value$837.4K (-$18.4K)
Filed 2026-10-16
Cambridge Advisors Inc.
DECREASED
Shares6,607 from 6,637
Change-30 (0%)
Value$837.2K (-$61.4K)
Filed 2026-10-19
Clayton Financial Group LLC
INCREASED
Shares6,577 from 6,230
Change+347 (+6%)
Value$833.4K (-$10.1K)
Filed 2026-10-13
Verity Asset Management, Inc.
DECREASED
Shares6,565 from 7,052
Change-487 (-7%)
Value$832.0K (-$122.8K)
Filed 2026-10-30
Hamilton Point Investment Advisors, LLC
DECREASED
Shares6,553 from 6,698
Change-145 (-2%)
Value$830.3K (-$76.5K)
Filed 2026-11-03
Hartford Financial Management Inc.
DECREASED
Shares6,546 from 6,729
Change-183 (-3%)
Value$829.5K (-$81.6K)
Filed 2026-10-21
True Private Wealth Advisors
DECREASED
Shares6,531 from 6,547
Change-16 (0%)
Value$827.6K (-$58.9K)
Filed 2026-10-19
Wolverine Asset Management LLC
DECREASED
Shares6,530 from 9,299
Change-2,769 (-30%)
Value$827.5K (-$431.6K)
Filed 2026-11-02
Catalyst Financial Partners LLC
DECREASED
Shares6,513 from 7,605
Change-1,092 (-14%)
Value$825.3K (-$204.4K)
Filed 2026-11-06
Pinnacle Wealth Management Group, Inc.
INCREASED
Shares6,501 from 6,500
Change+1 (+0%)
Value$823.8K (-$56.3K)
Filed 2026-10-15
Segment Wealth Management, LLC
DECREASED
Shares6,491 from 8,258
Change-1,767 (-21%)
Value$822.5K (-$295.6K)
Filed 2026-10-26
EPG Wealth Management LLC
INCREASED
Shares6,489 from 6,356
Change+133 (+2%)
Value$822.3K (-$38.4K)
Filed 2026-11-03
Garrett Wealth Advisory Group, LLC
DECREASED
Shares6,487 from 6,662
Change-175 (-3%)
Value$822.1K (-$80.0K)
Filed 2026-10-22
Kenora Financial, LLC
DECREASED
Shares6,453 from 6,865
Change-412 (-6%)
Value$817.7K (-$111.8K)
Filed 2026-10-20
Keating Investment Counselors Inc
DECREASED
Shares6,430 from 6,440
Change-10 (0%)
Value$814.8K (-$57.2K)
Filed 2026-10-14
Asset Advisors Investment Management, LLC
UNCHANGED
Shares6,411 from 6,411
Change0 (0%)
Value$812.4K (-$55.6K)
Filed 2026-10-19
Range Financial Group LLC
INCREASED
Shares6,396 from 6,224
Change+172 (+3%)
Value$810.5K (-$32.3K)
Filed 2026-10-21
Birchbrook, Inc.
DECREASED
Shares6,368 from 6,816
Change-448 (-7%)
Value$806.9K (-$115.9K)
Filed 2026-10-14
Annex Advisory Services, LLC
DECREASED
Shares6,356 from 6,451
Change-95 (-1%)
Value$805.4K (-$68.0K)
Filed 2026-10-16
Park Edge Advisors, LLC
DECREASED
Shares6,341 from 6,792
Change-451 (-7%)
Value$803.6K (-$116.1K)
Filed 2026-10-28
Diligent Investors, LLC
INCREASED
Shares6,320 from 6,062
Change+258 (+4%)
Value$800.9K (-$20.0K)
Filed 2026-10-21
Altus Wealth Group LLC
INCREASED
Shares6,318 from 6,302
Change+16 (+0%)
Value$800.7K (-$52.6K)
Filed 2026-10-20
Canopy Partners, LLC
INCREASED
Shares6,301 from 6,007
Change+294 (+5%)
Value$798.5K (-$14.9K)
Filed 2026-10-28
Ballew Advisors, Inc
INCREASED
Shares6,296 from 6,258
Change+38 (+1%)
Value$792.6K (-$110.0K)
Filed 2026-10-05
Carson Advisory Inc.
DECREASED
Shares6,289 from 6,894
Change-605 (-9%)
Value$797.0K (-$136.5K)
Filed 2026-11-06
Wakefield Asset Management Lllp
UNCHANGED
Shares6,278 from 6,278
Change0 (0%)
Value$795.5K (-$54.5K)
Filed 2026-11-05
Capital Advisors Wealth Management, LLC
DECREASED
Shares6,277 from 6,329
Change-52 (-1%)
Value$795.5K (-$61.5K)
Filed 2026-10-09
Fire Capital Management LLC
NEW
Shares6,270
Change+6,270
Value$794.5K
Filed 2026-10-27
Gould Asset Management LLC
DECREASED
Shares6,270 from 6,350
Change-80 (-1%)
Value$794.5K (-$65.3K)
Filed 2026-11-06
Pinion Investment Advisors, LLC
DECREASED
Shares6,268 from 6,285
Change-17 (0%)
Value$794.3K (-$56.7K)
Filed 2026-11-04
Colton Groome Financial Advisors, LLC
INCREASED
Shares6,232 from 6,197
Change+35 (+1%)
Value$789.7K (-$49.4K)
Filed 2026-10-06
Ellis Investment Partners, LLC
DECREASED
Shares6,231 from 6,320
Change-89 (-1%)
Value$789.7K (-$66.1K)
Filed 2026-10-21
Florida Financial Advisors, LLC
INCREASED
Shares6,224 from 5,556
Change+668 (+12%)
Value$788.7K (+$36.3K)
Filed 2026-11-09
Norris Perne & French LLP
DECREASED
Shares6,150 from 6,459
Change-309 (-5%)
Value$779.3K (-$95.2K)
Filed 2026-10-23
Knights of Columbus Asset Advisors LLC
DECREASED
Shares6,149 from 37,957
Change-31,808 (-84%)
Value$779.2K (-$4.4M)
Filed 2026-11-05
Loudon Investment Management, LLC
DECREASED
Shares6,149 from 6,185
Change-36 (-1%)
Value$779.2K (-$58.2K)
Filed 2026-11-06
Zullo Investment Group, Inc.
DECREASED
Shares6,126 from 6,163
Change-37 (-1%)
Value$776.3K (-$58.2K)
Filed 2026-10-20
Bourne Lent Asset Management Inc
UNCHANGED
Shares6,115 from 6,115
Change0 (0%)
Value$774.9K (-$53.1K)
Filed 2026-11-05
Valley Brook Capital Group, Inc.
DECREASED
Shares6,107 from 6,607
Change-500 (-8%)
Value$773.9K (-$120.7K)
Filed 2026-10-26
Kestra Investment Management, LLC
INCREASED
Shares6,100 from 5,124
Change+976 (+19%)
Value$773.0K (+$79.2K)
Filed 2026-11-04
Midland Wealth Advisors, LLC
DECREASED
Shares6,099 from 6,111
Change-12 (0%)
Value$772.9K (-$54.6K)
Filed 2026-10-26
Fulton Breakefield Broenniman LLC
DECREASED
Shares6,086 from 6,231
Change-145 (-2%)
Value$771.2K (-$72.5K)
Filed 2026-11-03
MQS Management LLC
INCREASED
Shares6,074 from 3,731
Change+2,343 (+63%)
Value$769.7K (+$264.5K)
Filed 2026-11-06
Advisor Resource Council
DECREASED
Shares6,073 from 6,948
Change-875 (-13%)
Value$763.1K (-$227.3K)
Filed 2026-11-05
Walsh & Associates, LLC
INCREASED
Shares6,069 from 5,993
Change+76 (+1%)
Value$769.1K (-$42.4K)
Filed 2026-11-09
Sawgrass Asset Management LLC
DECREASED
Shares6,062 from 6,123
Change-61 (-1%)
Value$768.2K (-$60.9K)
Filed 2026-11-03
Copeland Capital Management, LLC
NEW
Shares6,040
Change+6,040
Value$765.4K
Filed 2026-10-13
CRA Financial Services, LLC
INCREASED
Shares6,018 from 5,752
Change+266 (+5%)
Value$762.7K (-$16.2K)
Filed 2026-10-16
Weaver Capital Management LLC
DECREASED
Shares5,977 from 6,948
Change-971 (-14%)
Value$757.4K (-$321.5K)
Filed 2026-10-15
WealthCare Asset Management, LLC
DECREASED
Shares5,974 from 7,688
Change-1,714 (-22%)
Value$757.0K (-$284.1K)
Filed 2026-10-26
Retirement Planning Co of New England, Inc.
DECREASED
Shares5,966 from 5,999
Change-33 (-1%)
Value$756.0K (-$56.3K)
Filed 2026-10-15
MeadowBrook Investment Advisors LLC
UNCHANGED
Shares5,951 from 5,951
Change0 (0%)
Value$826.2K (+$20.4K)
Filed 2026-10-29
Richwood Investment Advisors, LLC
DECREASED
Shares5,943 from 5,999
Change-56 (-1%)
Value$753.1K (-$59.2K)
Filed 2026-10-30
Wolff Financial Management LLC
INCREASED
Shares5,937 from 5,934
Change+3 (+0%)
Value$752.3K (-$51.2K)
Filed 2026-10-23
Pinnacle West Asset Management, Inc.
INCREASED
Shares5,930 from 5,870
Change+60 (+1%)
Value$751 (-$794.2K)
Filed 2026-11-09
Bank of New Hampshire
DECREASED
Shares5,922 from 6,306
Change-384 (-6%)
Value$750.4K (-$103.4K)
Filed 2026-10-06
Virtue Asset Management LLC
DECREASED
Shares5,888 from 5,920
Change-32 (-1%)
Value$746.1K (-$55.5K)
Filed 2026-10-21
Banque de Luxembourg S.A.
INCREASED
Shares5,871 from 2,263
Change+3,608 (+159%)
Value$744.0K (+$437.6K)
Filed 2026-10-14
Graves Light Lenhart Wealth, Inc.
DECREASED
Shares5,837 from 6,636
Change-799 (-12%)
Value$739.7K (-$158.8K)
Filed 2026-10-09
Quilter Plc
DECREASED
Shares5,837 from 6,015
Change-178 (-3%)
Value$739.7K (-$74.8K)
Filed 2026-10-21
Riverbend Wealth Management, LLC
INCREASED
Shares5,831 from 5,207
Change+624 (+12%)
Value$738.9K (+$33.8K)
Filed 2026-10-15
Congress Park Capital LLC
INCREASED
Shares5,800 from 5,350
Change+450 (+8%)
Value$735.0K (+$10.6K)
Filed 2026-10-13
Versant Capital Management, Inc
DECREASED
Shares5,799 from 6,541
Change-742 (-11%)
Value$734.8K (-$150.8K)
Filed 2026-10-02
Old Port Advisors
DECREASED
Shares5,793 from 6,029
Change-236 (-4%)
Value$734.1K (-$82.2K)
Filed 2026-10-23
Mendel Money Management
DECREASED
Shares5,782 from 6,207
Change-425 (-7%)
Value$732.7K (-$107.7K)
Filed 2026-11-02
Triad Wealth Partners, LLC
DECREASED
Shares5,778 from 6,533
Change-755 (-12%)
Value$732.2K (-$180.0K)
Filed 2026-10-26
Hilton Head Capital Partners, LLC
INCREASED
Shares5,761 from 2,367
Change+3,394 (+143%)
Value$730.1K (+$409.6K)
Filed 2026-10-23
Bernicke Wealth Management, Ltd.
INCREASED
Shares5,752 from 5,701
Change+51 (+1%)
Value$728.8K (-$43.1K)
Filed 2026-11-06
WealthTrust Asset Management, LLC
DECREASED
Shares5,736 from 6,197
Change-461 (-7%)
Value$726.9K (-$112.3K)
Filed 2026-10-22
Fiduciary Family Office, LLC
INCREASED
Shares5,691 from 5,182
Change+509 (+10%)
Value$721.1K (+$19.4K)
Filed 2026-11-04
apricus wealth, LLC
INCREASED
Shares5,684 from 5,084
Change+600 (+12%)
Value$720.3K (+$31.9K)
Filed 2026-10-26
Prudent Man Advisors, LLC
DECREASED
Shares5,680 from 5,871
Change-191 (-3%)
Value$719.8K (-$75.2K)
Filed 2026-11-03
Burling Wealth Partners, LLC
DECREASED
Shares5,653 from 6,428
Change-775 (-12%)
Value$716.3K (-$154.0K)
Filed 2026-11-09
J. R. Prunier Capital Management LLC
UNCHANGED
Shares5,650 from 5,650
Change0 (0%)
Value$716.0K (-$49.0K)
Filed 2026-11-09
McElhenny Sheffield Capital Management, LLC
DECREASED
Shares5,643 from 6,152
Change-509 (-8%)
Value$715.1K (-$117.9K)
Filed 2026-11-06
Verus Capital Partners, LLC
DECREASED
Shares5,640 from 6,427
Change-787 (-12%)
Value$714.7K (-$155.6K)
Filed 2026-11-03
Union Savings Bank
DECREASED
Shares5,638 from 6,603
Change-965 (-15%)
Value$714.4K (-$179.6K)
Filed 2026-10-14
Opinicus Capital, Inc.
DECREASED
Shares5,591 from 5,614
Change-23 (0%)
Value$708.5K (-$51.7K)
Filed 2026-10-28
Marathon Capital Management
DECREASED
Shares5,563 from 5,748
Change-185 (-3%)
Value$704.9K (-$73.3K)
Filed 2026-10-23
Indiana Trust & Investment Management Co
DECREASED
Shares5,552 from 5,640
Change-88 (-2%)
Value$703.5K (-$60.1K)
Filed 2026-10-22
Compton Wealth Advisory Group, LLC
DECREASED
Shares5,513 from 9,563
Change-4,050 (-42%)
Value$692.5K (-$657.5K)
Filed 2026-10-13
Legacy Financial Advisors, Inc.
DECREASED
Shares5,509 from 7,781
Change-2,272 (-29%)
Value$698.1K (-$355.4K)
Filed 2026-11-09
Promethium Advisors,llc
DECREASED
Shares5,500 from 5,950
Change-450 (-8%)
Value$697.0K (-$108.7K)
Filed 2026-10-19
Magnolia Capital Management LTD
DECREASED
Shares5,500 from 5,512
Change-12 (0%)
Value$697 (-$49)
Filed 2026-10-09
Keudell ison Wealth Management
INCREASED
Shares5,498 from 4,479
Change+1,019 (+23%)
Value$696.7K (+$90.3K)
Filed 2026-10-16
1620 Investment Advisors, Inc.
INCREASED
Shares5,482 from 5,297
Change+185 (+3%)
Value$694.7K (-$22.5K)
Filed 2026-11-04
Regatta Capital Group, LLC
DECREASED
Shares5,452 from 5,839
Change-387 (-7%)
Value$690.8K (-$99.8K)
Filed 2026-10-23
Foster Group, Inc.
DECREASED
Shares5,441 from 5,814
Change-373 (-6%)
Value$689.5K (-$97.7K)
Filed 2026-10-13
Processus Wealth & Capital Management, LLC
INCREASED
Shares5,423 from 5,422
Change+1 (+0%)
Value$687.2K (-$47.0K)
Filed 2026-10-16
Asio Capital, LLC
DECREASED
Shares5,403 from 5,841
Change-438 (-7%)
Value$684.7K (-$106.2K)
Filed 2026-10-19
Base Wealth Management LLC
INCREASED
Shares5,401 from 5,161
Change+240 (+5%)
Value$684.4K (-$14.4K)
Filed 2026-10-21
Exchange Bank
INCREASED
Shares5,399 from 4,778
Change+621 (+13%)
Value$684.2K (+$37.2K)
Filed 2026-10-07
Roof Eidam Maycock Peralta, LLC
INCREASED
Shares5,385 from 5,263
Change+122 (+2%)
Value$682.4K (-$30.2K)
Filed 2026-10-15
Obermeyer Wealth Partners
DECREASED
Shares5,358 from 5,553
Change-195 (-4%)
Value$679.0K (-$72.9K)
Filed 2026-10-21
Asset Advisory Group, Inc.
DECREASED
Shares5,343 from 5,534
Change-191 (-3%)
Value$677.1K (-$72.2K)
Filed 2026-10-20
Bingham Private Wealth, LLC
INCREASED
Shares5,317 from 5,165
Change+152 (+3%)
Value$673.8K (-$26.0K)
Filed 2026-11-05
Provenance Wealth Advisors, LLC
INCREASED
Shares5,315 from 440
Change+4,875 (+1108%)
Value$673.5K (+$613.9K)
Filed 2026-10-30
Cache Advisors, LLC
INCREASED
Shares5,310 from 4,341
Change+969 (+22%)
Value$672.9K (+$85.1K)
Filed 2026-10-16
Quad-Cities Investment Group, LLC
DECREASED
Shares5,310 from 5,714
Change-404 (-7%)
Value$672.9K (-$100.9K)
Filed 2026-10-16
First Bancorp, Inc
INCREASED
Shares5,308 from 5,286
Change+22 (+0%)
Value$672.6K (-$43.1K)
Filed 2026-10-26
Winnacle Wealth LLC
DECREASED
Shares5,291 from 5,957
Change-666 (-11%)
Value$670.5K (-$136.2K)
Filed 2026-10-15
Core Wealth Partners LLC
INCREASED
Shares5,287 from 5,001
Change+286 (+6%)
Value$670.0K (-$7.2K)
Filed 2026-11-02
Bridgewealth Advisory Group, LLC
INCREASED
Shares5,277 from 5,025
Change+252 (+5%)
Value$668.7K (-$11.6K)
Filed 2026-11-09
Old North State Wealth Management, LLC
INCREASED
Shares5,276 from 4,735
Change+541 (+11%)
Value$669.6K (+$27.3K)
Filed 2026-10-22
Cornell Pochily Investment Advisors, Inc.
INCREASED
Shares5,273 from 5,270
Change+3 (+0%)
Value$668.2K (-$45.3K)
Filed 2026-10-19
BIP Wealth, LLC
DECREASED
Shares5,269 from 5,411
Change-142 (-3%)
Value$667.6K (-$65.0K)
Filed 2026-10-22
Mountain Pacific Investment Advisers LLC
INCREASED
Shares5,250 from 5,108
Change+142 (+3%)
Value$665.3K (-$26.3K)
Filed 2026-10-29
Quadcap Wealth Management, LLC
DECREASED
Shares5,247 from 5,283
Change-36 (-1%)
Value$664.9K (-$50.5K)
Filed 2026-11-02
Boltwood Capital Management
DECREASED
Shares5,240 from 5,251
Change-11 (0%)
Value$664.0K (-$47.0K)
Filed 2026-10-02
MN Wealth Advisors, LLC
DECREASED
Shares5,225 from 5,923
Change-698 (-12%)
Value$662.2K (-$139.9K)
Filed 2026-10-23
Patriot Investment Management Group, Inc.
UNCHANGED
Shares5,161 from 5,161
Change0 (0%)
Value$654.0K (-$44.8K)
Filed 2026-10-15
Quintet Private Bank (Europe) S.A.
INCREASED
Shares5,143 from 4,713
Change+430 (+9%)
Value$651.7K (+$13.6K)
Filed 2026-10-08
Caliber Wealth Management, LLC / KS
INCREASED
Shares5,142 from 3,989
Change+1,153 (+29%)
Value$651.6K (+$111.5K)
Filed 2026-11-04
Eubel Brady & Suttman Asset Management Inc
UNCHANGED
Shares5,137 from 5,137
Change0 (0%)
Value$651 (-$695.3K)
Filed 2026-11-04
Paragon Private Wealth Management, LLC
DECREASED
Shares5,122 from 5,515
Change-393 (-7%)
Value$649.1K (-$97.7K)
Filed 2026-10-20
SYM Financial Corp
DECREASED
Shares5,106 from 6,909
Change-1,803 (-26%)
Value$647.1K (-$288.5K)
Filed 2026-10-26
Cambridge Financial Group, LLC
UNCHANGED
Shares5,102 from 5,102
Change0 (0%)
Value$690.9K ($0)
Filed 2026-10-06
Sanders Morris Harris LLC
NEW
Shares5,100
Change+5,100
Value$649.3K
Filed 2026-10-14
Lantz Financial LLC
INCREASED
Shares5,080 from 4,814
Change+266 (+6%)
Value$643.8K (-$8.0K)
Filed 2026-10-15
Ignite Planners, LLC
INCREASED
Shares5,071 from 4,733
Change+338 (+7%)
Value$1.3M (+$662.6K)
Filed 2026-10-14
Armstrong, Fleming & Moore, Inc
UNCHANGED
Shares5,064 from 5,064
Change0 (0%)
Value$641.7K (-$44.0K)
Filed 2026-10-28
Integral Investment Advisors, Inc.
DECREASED
Shares5,049 from 5,097
Change-48 (-1%)
Value$639.8K (-$50.3K)
Filed 2026-11-03
Vann Equity Management LLC
DECREASED
Shares5,012 from 5,443
Change-431 (-8%)
Value$635.1K (-$101.8K)
Filed 2026-10-08
Dagco, Inc.
DECREASED
Shares4,995 from 5,320
Change-325 (-6%)
Value$633.0K (-$87.4K)
Filed 2026-10-20
Roman Butler Fullerton & Co
INCREASED
Shares4,992 from 4,865
Change+127 (+3%)
Value$666.8K (-$6.9K)
Filed 2026-10-27
Gradient Investments LLC
INCREASED
Shares4,977 from 2,940
Change+2,037 (+69%)
Value$630.7K (+$232.7K)
Filed 2026-10-08
XXI Wealth, LLC
INCREASED
Shares4,974 from 4,581
Change+393 (+9%)
Value$630.4K (+$10.0K)
Filed 2026-10-22
Generali Investments, Management Co LLC
INCREASED
Shares4,961 from 4,689
Change+272 (+6%)
Value$628.7K (-$6.2K)
Filed 2026-10-19
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares4,959 from 4,806
Change+153 (+3%)
Value$628.5K (-$22.2K)
Filed 2026-10-14
Orrstown Financial Services Inc
DECREASED
Shares4,938 from 5,174
Change-236 (-5%)
Value$625.7K (-$74.8K)
Filed 2026-10-14
Silverlake Wealth Management LLC
INCREASED
Shares4,933 from 3,738
Change+1,195 (+32%)
Value$625.1K (+$119.0K)
Filed 2026-10-21
First Command Advisory Services, Inc.
INCREASED
Shares4,922 from 4,881
Change+41 (+1%)
Value$623.7K (-$37.2K)
Filed 2026-11-05
Acima Private Wealth, LLC
DECREASED
Shares4,921 from 5,206
Change-285 (-5%)
Value$623.6K (-$81.3K)
Filed 2026-10-05
Lester Murray Antman dba SimplyRich
DECREASED
Shares4,918 from 6,285
Change-1,367 (-22%)
Value$623.2K (-$71.2K)
Filed 2026-11-06
Great Diamond Partners, LLC
DECREASED
Shares4,918 from 5,224
Change-306 (-6%)
Value$623.2K (-$84.1K)
Filed 2026-10-13
Dorato Capital Management
DECREASED
Shares4,906 from 5,639
Change-733 (-13%)
Value$607.0K (-$167.7K)
Filed 2026-10-08
Hopwood Financial Services, Inc.
INCREASED
Shares4,869 from 4,801
Change+68 (+1%)
Value$617.0K (-$33.0K)
Filed 2026-10-29
Oarsman Capital, Inc.
DECREASED
Shares4,852 from 13,538
Change-8,686 (-64%)
Value$614.8K (-$1.2M)
Filed 2026-11-05
Oslo Pensjonsforsikring AS
UNCHANGED
Shares4,832 from 4,832
Change0 (0%)
Value$612.3K (-$41.9K)
Filed 2026-10-15
Castle Rock Wealth Management, LLC
DECREASED
Shares4,829 from 6,316
Change-1,487 (-24%)
Value$607.0K (-$284.5K)
Filed 2026-10-09
Asahi Life Asset Management Co., Ltd.
INCREASED
Shares4,822 from 2,258
Change+2,564 (+114%)
Value$611.0K (+$305.3K)
Filed 2026-11-06
General Partner, Inc.
DECREASED
Shares4,818 from 5,568
Change-750 (-13%)
Value$610.5K (-$143.4K)
Filed 2026-10-05
Trellis Wealth Advisors LLC
DECREASED
Shares4,817 from 4,820
Change-3 (0%)
Value$610.4K (-$42.2K)
Filed 2026-10-19
Virtue Capital Management, LLC
INCREASED
Shares4,806 from 2,935
Change+1,871 (+64%)
Value$609.1K (+$211.7K)
Filed 2026-10-29
LeConte Wealth Management, LLC
DECREASED
Shares4,797 from 5,098
Change-301 (-6%)
Value$607.9K (-$82.4K)
Filed 2026-10-20
Murphy, Middleton, Hinkle & Parker, Inc.
DECREASED
Shares4,785 from 4,821
Change-36 (-1%)
Value$606.4K (-$46.3K)
Filed 2026-10-15
Balentine LLC
DECREASED
Shares4,779 from 5,163
Change-384 (-7%)
Value$605.5K (-$93.5K)
Filed 2026-11-03
Curat Global, LLC
DECREASED
Shares4,777 from 10,097
Change-5,320 (-53%)
Value$605.3K (-$129.6K)
Filed 2026-10-26
Princeton Global Asset Management LLC
DECREASED
Shares4,775 from 5,976
Change-1,201 (-20%)
Value$605.0K (-$204.1K)
Filed 2026-10-21
Alliance Wealth Advisors, LLC
DECREASED
Shares4,749 from 4,886
Change-137 (-3%)
Value$601.9K (-$59.6K)
Filed 2026-10-28
AMI Investment Management Inc
INCREASED
Shares4,739 from 4,376
Change+363 (+8%)
Value$600.5K (+$8.0K)
Filed 2026-10-27
Grandview Asset Management LLC
DECREASED
Shares4,735 from 5,486
Change-751 (-14%)
Value$600.1K (-$142.6K)
Filed 2026-10-19
D.B. Root & Company, LLC
INCREASED
Shares4,732 from 4,466
Change+266 (+6%)
Value$599.6K (-$5.1K)
Filed 2026-11-04
Falcon Wealth Planning
INCREASED
Shares4,731 from 4,443
Change+288 (+6%)
Value$599.5K (-$2.0K)
Filed 2026-11-06
ZWJ Investment Counsel Inc
DECREASED
Shares4,726 from 7,235
Change-2,509 (-35%)
Value$598.9K (-$380.7K)
Filed 2026-10-15
Trust Co
DECREASED
Shares4,725 from 4,797
Change-72 (-1%)
Value$598.7K (-$50.8K)
Filed 2026-10-09
Alliance Wealth Advisors, LLC
DECREASED
Shares4,717 from 4,737
Change-20 (0%)
Value$597.7K (-$43.7K)
Filed 2026-10-14
Cornerstone Advisory, LLC
DECREASED
Shares4,692 from 5,129
Change-437 (-9%)
Value$594.6K (-$99.8K)
Filed 2026-11-06
Adamsbrown Wealth Consultants LLC
DECREASED
Shares4,692 from 4,842
Change-150 (-3%)
Value$594.6K (-$61.0K)
Filed 2026-10-20
Allegheny Financial Group
INCREASED
Shares4,677 from 4,579
Change+98 (+2%)
Value$592.7K (-$27.3K)
Filed 2026-11-05
Archford Capital Strategies, LLC
INCREASED
Shares4,672 from 4,006
Change+666 (+17%)
Value$592.1K (+$49.7K)
Filed 2026-10-19
Forum Financial Management, LP
DECREASED
Shares4,670 from 5,653
Change-983 (-17%)
Value$591.8K (-$173.6K)
Filed 2026-10-16
WealthPLAN Partners, LLC
DECREASED
Shares4,659 from 6,297
Change-1,638 (-26%)
Value$590.4K (-$262.2K)
Filed 2026-10-15
Trueblood Wealth Management, LLC
INCREASED
Shares4,653 from 4,489
Change+164 (+4%)
Value$589.7K (-$18.1K)
Filed 2026-10-23
RM Financial Services, LLC
DECREASED
Shares4,647 from 4,715
Change-68 (-1%)
Value$588.9K (-$49.5K)
Filed 2026-11-03
Uptick Partners, LLC
DECREASED
Shares4,642 from 4,693
Change-51 (-1%)
Value$588.2K (-$47.3K)
Filed 2026-11-04
Impact Partnership Wealth, LLC
DECREASED
Shares4,637 from 8,797
Change-4,160 (-47%)
Value$587.7K (-$603.5K)
Filed 2026-11-09
Rossby Financial, LCC
INCREASED
Shares4,636 from 2,260
Change+2,376 (+105%)
Value$587.5K (+$281.6K)
Filed 2026-11-05
Centennial Bank
DECREASED
Shares4,629 from 4,779
Change-150 (-3%)
Value$586.6K (-$60.5K)
Filed 2026-11-09
Prentiss Smith & Co Inc
UNCHANGED
Shares4,625 from 4,625
Change0 (0%)
Value$586.1K (-$40.1K)
Filed 2026-10-27
SeaCrest Wealth Management, LLC
DECREASED
Shares4,616 from 15,295
Change-10,679 (-70%)
Value$584.9K (-$1.5M)
Filed 2026-10-21
American Capital Advisory, LLC
DECREASED
Shares4,603 from 4,619
Change-16 (0%)
Value$583.3K (-$42.1K)
Filed 2026-10-28
KPP Advisory Services LLC
DECREASED
Shares4,601 from 5,470
Change-869 (-16%)
Value$583.1K (-$157.6K)
Filed 2026-10-26
Huntleigh Advisors, Inc.
INCREASED
Shares4,577 from 4,539
Change+38 (+1%)
Value$579.9K (-$34.6K)
Filed 2026-11-03
Quantum Financial Advisors, LLC
DECREASED
Shares4,575 from 4,613
Change-38 (-1%)
Value$579.8K (-$44.9K)
Filed 2026-11-03
Kelleher Financial Advisors
DECREASED
Shares4,572 from 5,934
Change-1,362 (-23%)
Value$579.4K (-$224.1K)
Filed 2026-10-30
Chickasaw Capital Management LLC
DECREASED
Shares4,568 from 4,968
Change-400 (-8%)
Value$578.9K (+$578.2K)
Filed 2026-10-08
Summit Financial Wealth Advisors, LLC
DECREASED
Shares4,564 from 4,602
Change-38 (-1%)
Value$578.4K (-$44.8K)
Filed 2026-10-15
Dominguez Wealth Management Solutions, Inc.
DECREASED
Shares4,550 from 4,723
Change-173 (-4%)
Value$576.5K (-$63.0K)
Filed 2026-10-07
Register Financial Advisors LLC
INCREASED
Shares4,539 from 3,746
Change+793 (+21%)
Value$575.2K (+$68.1K)
Filed 2026-10-23
Certuity, LLC
DECREASED
Shares4,524 from 4,779
Change-255 (-5%)
Value$573.2K (-$73.9K)
Filed 2026-11-02
Picton Mahoney Asset Management
NEW
Shares4,522
Change+4,522
Value$573.0K
Filed 2026-11-09
Global X Japan Co., Ltd.
INCREASED
Shares4,513 from 3,809
Change+704 (+18%)
Value$571.9K (+$56.1K)
Filed 2026-10-21
One Wealth Capital Management, LLC
NEW
Shares4,511
Change+4,511
Value$571.6K
Filed 2026-10-23
Nordwand Advisors, LLC
DECREASED
Shares4,504 from 4,923
Change-419 (-9%)
Value$570.7K (-$95.8K)
Filed 2026-11-05
OmniStar Financial Group, Inc.
DECREASED
Shares4,502 from 5,186
Change-684 (-13%)
Value$570.5K (-$131.7K)
Filed 2026-10-26
Guardian Wealth Advisors, LLC
DECREASED
Shares4,491 from 4,864
Change-373 (-8%)
Value$599.6K (-$59.0K)
Filed 2026-10-30
Hoey Investments, Inc
DECREASED
Shares4,483 from 4,515
Change-32 (-1%)
Value$568.1K (-$43.2K)
Filed 2026-10-29
Silvia Mccoll Wealth Management, LLC
UNCHANGED
Shares4,477 from 4,477
Change0 (0%)
Value$567.3K (-$38.9K)
Filed 2026-10-07
PVG Asset Management Corp
INCREASED
Shares4,469 from 4,142
Change+327 (+8%)
Value$566.3K (+$5.5K)
Filed 2026-10-19
Blue Zone Wealth Advisors, LLC
UNCHANGED
Shares4,461 from 4,461
Change0 (0%)
Value$565.3K (-$38.7K)
Filed 2026-10-19
Curated Wealth Partners LLC
INCREASED
Shares4,440 from 1,694
Change+2,746 (+162%)
Value$562.6K (+$333.3K)
Filed 2026-10-15
TAGStone Capital, Inc.
DECREASED
Shares4,433 from 4,522
Change-89 (-2%)
Value$561.7K (-$50.6K)
Filed 2026-11-09
Washington Trust Bank
INCREASED
Shares4,432 from 4,303
Change+129 (+3%)
Value$561.6K (-$21.0K)
Filed 2026-11-03
Tarbox Family Office, Inc.
UNCHANGED
Shares4,428 from 4,428
Change0 (0%)
Value$561.1K (-$38.4K)
Filed 2026-10-23
Weatherly Asset Management L. P.
INCREASED
Shares4,427 from 4,224
Change+203 (+5%)
Value$561.0K (-$11.0K)
Filed 2026-10-20
Philadelphia Trust Co
DECREASED
Shares4,423 from 4,623
Change-200 (-4%)
Value$560 (-$625.4K)
Filed 2026-11-05
Avior Wealth Management, LLC
DECREASED
Shares4,421 from 5,717
Change-1,296 (-23%)
Value$560.2K (-$213.9K)
Filed 2026-10-13
Cottonwood Capital Advisors, LLC
UNCHANGED
Shares4,411 from 4,411
Change0 (0%)
Value$558.9K (-$38.3K)
Filed 2026-10-20
Integris Wealth Management, LLC
DECREASED
Shares4,406 from 4,506
Change-100 (-2%)
Value$558.3K (-$51.8K)
Filed 2026-10-14
Precedent Wealth Partners, LLC
INCREASED
Shares4,385 from 3,304
Change+1,081 (+33%)
Value$555.7K (+$108.3K)
Filed 2026-10-21
Capital Investment Counsel, Inc
INCREASED
Shares4,381 from 2,340
Change+2,041 (+87%)
Value$555.2K (+$238.3K)
Filed 2026-10-20
Prota Financial, LLC
INCREASED
Shares4,372 from 4,314
Change+58 (+1%)
Value$549.1K (-$59.8K)
Filed 2026-10-08
Optas, LLC
DECREASED
Shares4,369 from 4,967
Change-598 (-12%)
Value$553.6K (-$118.9K)
Filed 2026-11-09
Winebrenner Capital Management LLC
INCREASED
Shares4,365 from 4,291
Change+74 (+2%)
Value$553.1K (-$27.9K)
Filed 2026-10-07
Heartwood Wealth Advisors LLC
DECREASED
Shares4,363 from 4,710
Change-347 (-7%)
Value$552.9K (-$84.9K)
Filed 2026-10-05
Relyea Zuckerberg Hanson LLC
DECREASED
Shares4,356 from 6,184
Change-1,828 (-30%)
Value$551.9K (-$285.4K)
Filed 2026-10-20
St. Louis Trust Co
UNCHANGED
Shares4,351 from 4,351
Change0 (0%)
Value$551.4K (-$3.7M)
Filed 2026-11-03
Eagle Harbor Asset Management Inc
DECREASED
Shares4,333 from 4,446
Change-113 (-3%)
Value$549.1K (-$52.9K)
Filed 2026-10-21
Signature Wealth Management Partners, LLC
DECREASED
Shares4,329 from 4,359
Change-30 (-1%)
Value$548.6K (-$41.6K)
Filed 2026-10-21
Sovran Advisors, LLC
INCREASED
Shares4,327 from 3,792
Change+535 (+14%)
Value$578.9K (+$37.1K)
Filed 2026-11-02
Black Diamond Financial, LLC
DECREASED
Shares4,321 from 4,334
Change-13 (0%)
Value$547.6K (-$39.2K)
Filed 2026-10-26
Prentice Wealth Management LLC
DECREASED
Shares4,317 from 4,591
Change-274 (-6%)
Value$547.1K (-$74.6K)
Filed 2026-10-20
Clearstead Trust, LLC
DECREASED
Shares4,314 from 4,325
Change-11 (0%)
Value$546.6K (-$39.0K)
Filed 2026-11-06
Fragasso Financial Advisors Inc
DECREASED
Shares4,304 from 6,412
Change-2,108 (-33%)
Value$542.2K (-$326.0K)
Filed 2026-10-13
Signature Estate & Investment Advisors LLC
INCREASED
Shares4,303 from 3,964
Change+339 (+9%)
Value$545.3K (+$8.1K)
Filed 2026-10-13
Fiduciary Financial Group, LLC
INCREASED
Shares4,300 from 4,201
Change+99 (+2%)
Value$544.9K (-$23.9K)
Filed 2026-10-13
Perennial Advisors, LLC
INCREASED
Shares4,281 from 4,278
Change+3 (+0%)
Value$542.5K (-$36.7K)
Filed 2026-10-13
Abel Hall, LLC
DECREASED
Shares4,276 from 4,845
Change-569 (-12%)
Value$541.9K (-$114.2K)
Filed 2026-10-19
Councilmark Asset Management, LLC
UNCHANGED
Shares4,274 from 4,274
Change0 (0%)
Value$541.6K (-$37.1K)
Filed 2026-10-20
Traphagen Investment Advisors LLC
DECREASED
Shares4,261 from 5,209
Change-948 (-18%)
Value$540.0K (-$165.3K)
Filed 2026-10-14
Cahaba Wealth Management, Inc.
INCREASED
Shares4,252 from 4,169
Change+83 (+2%)
Value$538.8K (-$25.7K)
Filed 2026-10-26
Wedgewood Investors Inc
INCREASED
Shares4,247 from 4,197
Change+50 (+1%)
Value$538.2K (-$30.1K)
Filed 2026-10-28
Howard Capital Management Group, LLC
DECREASED
Shares4,241 from 4,391
Change-150 (-3%)
Value$537.5K (-$57.1K)
Filed 2026-10-16
Tannin Capital LLC
DECREASED
Shares4,240 from 5,222
Change-982 (-19%)
Value$537.3K (-$169.8K)
Filed 2026-11-05
Cohen Investment Advisors LLC
INCREASED
Shares4,206 from 4,025
Change+181 (+5%)
Value$533.0K (-$12.0K)
Filed 2026-10-20
WealthBridge Capital Management, LLC
INCREASED
Shares4,204 from 4,192
Change+12 (+0%)
Value$532.7K (-$34.9K)
Filed 2026-10-16
HCR Wealth Advisors
INCREASED
Shares4,202 from 4,048
Change+154 (+4%)
Value$532.5K (-$15.6K)
Filed 2026-10-15
TSG Advice Partners, LLC
NEW
Shares4,193
Change+4,193
Value$567.7K
Filed 2026-10-29
Hollow Brook Wealth Management LLC
UNCHANGED
Shares4,187 from 4,187
Change0 (0%)
Value$530.6K (-$36.3K)
Filed 2026-10-29
Clarus Group, Inc.
DECREASED
Shares4,181 from 4,189
Change-8 (0%)
Value$529.8K (-$37.4K)
Filed 2026-10-21
Wealth Dimensions Group, Ltd.
DECREASED
Shares4,180 from 4,402
Change-222 (-5%)
Value$529.7K (-$66.3K)
Filed 2026-11-02
Baker Tilly Wealth Management, LLC
INCREASED
Shares4,175 from 2,914
Change+1,261 (+43%)
Value$529.0K (+$134.5K)
Filed 2026-10-05
Forza Wealth Management, LLC
UNCHANGED
Shares4,175 from 4,175
Change0 (0%)
Value$529.1K (-$36.2K)
Filed 2026-10-20
Windsor Capital Management, LLC
DECREASED
Shares4,169 from 4,614
Change-445 (-10%)
Value$528.3K (-$96.5K)
Filed 2026-10-13
Pines Wealth Management, LLC
INCREASED
Shares4,169 from 3,785
Change+384 (+10%)
Value$528.3K (+$15.8K)
Filed 2026-10-21
Edgemoor Investment Advisors, Inc.
DECREASED
Shares4,168 from 4,173
Change-5 (0%)
Value$528.2K (-$36.9K)
Filed 2026-11-03
First Heartland Consultants, Inc.
DECREASED
Shares4,154 from 4,240
Change-86 (-2%)
Value$526.4K (-$47.7K)
Filed 2026-10-08
Avantra Family Wealth, Inc.
INCREASED
Shares4,129 from 3,930
Change+199 (+5%)
Value$523.2K (-$9.0K)
Filed 2026-10-20
Income Insurance Ltd
UNCHANGED
Shares4,110 from 4,110
Change0 (0%)
Value$520.8K (-$35.7K)
Filed 2026-10-21
Swiss RE LTD
INCREASED
Shares4,108 from 2,500
Change+1,608 (+64%)
Value$520.6K (+$182.1K)
Filed 2026-11-06
Revisor Wealth Management LLC
INCREASED
Shares4,101 from 3,963
Change+138 (+3%)
Value$535.3K (-$1.4K)
Filed 2026-10-20
Lynx Capital Group LTD
UNCHANGED
Shares4,100 from 4,100
Change0 (0%)
Value$519.6K (-$35.6K)
Filed 2026-11-04
W.H. Cornerstone Investments Inc.
DECREASED
Shares4,094 from 4,150
Change-56 (-1%)
Value$518.8K (-$43.2K)
Filed 2026-11-03
Asset One Wealth Management LLC
INCREASED
Shares4,088 from 2,072
Change+2,016 (+97%)
Value$518.0K (+$237.4K)
Filed 2026-11-02
Institute for Wealth Management, Llc.
INCREASED
Shares4,084 from 4,054
Change+30 (+1%)
Value$517.5K (-$31.4K)
Filed 2026-11-06
Cardiff Park Advisors, LLC
INCREASED
Shares4,076 from 4,071
Change+5 (+0%)
Value$516.6K (-$34.6K)
Filed 2026-11-09
Stonebridge Financial Group, LLC
DECREASED
Shares4,074 from 4,077
Change-3 (0%)
Value$516.2K (-$35.8K)
Filed 2026-10-01
New England Research & Management, Inc.
DECREASED
Shares4,068 from 4,243
Change-175 (-4%)
Value$515.5K (-$59.0K)
Filed 2026-10-16
Canton Hathaway, LLC
UNCHANGED
Shares4,061 from 4,061
Change0 (0%)
Value$514.6K (-$35.2K)
Filed 2026-10-23
Insight 2811, Inc.
INCREASED
Shares4,045 from 3,533
Change+512 (+14%)
Value$512.6K (+$34.2K)
Filed 2026-11-06
Sterling Investment Counsel, LLC
DECREASED
Shares4,043 from 4,178
Change-135 (-3%)
Value$512.3K (-$53.4K)
Filed 2026-10-19
Aspire Private Capital, LLC
INCREASED
Shares4,034 from 3,256
Change+778 (+24%)
Value$511.2K (+$70.4K)
Filed 2026-11-05
Successful Portfolios LLC
DECREASED
Shares4,034 from 4,104
Change-70 (-2%)
Value$507.0K (-$57.3K)
Filed 2026-10-09
Unique Wealth Strategies, LLC
UNCHANGED
Shares4,021 from 4,021
Change0 (0%)
Value$544.5K ($0)
Filed 2026-10-13
Valley National Advisers Inc
INCREASED
Shares4,017 from 3,911
Change+106 (+3%)
Value$509.0K (-$20.6K)
Filed 2026-10-23
Aware Super Pty Ltd as trustee of Aware Super
UNCHANGED
Shares4,001 from 4,001
Change0 (0%)
Value$507.0K (-$34.7K)
Filed 2026-10-30
Crumly & Associates Inc.
INCREASED
Shares3,999 from 3,432
Change+567 (+17%)
Value$506.8K (+$42.1K)
Filed 2026-10-07
NWF Advisory Services Inc.
DECREASED
Shares3,998 from 4,353
Change-355 (-8%)
Value$506.4K (-$82.9K)
Filed 2026-10-19
Certified Advisory Corp
INCREASED
Shares3,987 from 3,785
Change+202 (+5%)
Value$505.2K (-$7.3K)
Filed 2026-10-29
Strive Financial Group,LLC
INCREASED
Shares3,970 from 2,878
Change+1,092 (+38%)
Value$13.9K (-$375.8K)
Filed 2026-11-09
Cypress Wealth Services, LLC
DECREASED
Shares3,969 from 3,975
Change-6 (0%)
Value$498.9K (-$39.3K)
Filed 2026-10-21
Silver OAK Securities, Incorporated
DECREASED
Shares3,968 from 3,982
Change-14 (0%)
Value$560.8K (+$21.6K)
Filed 2026-11-09
Trust Co of Kansas
INCREASED
Shares3,967 from 3,951
Change+16 (+0%)
Value$503 (-$534.5K)
Filed 2026-11-06
Hardy Reed LLC
INCREASED
Shares3,966 from 3,858
Change+108 (+3%)
Value$502.6K (-$19.8K)
Filed 2026-11-06
Auxano Advisors, LLC
DECREASED
Shares3,958 from 4,357
Change-399 (-9%)
Value$501.6K (-$88.4K)
Filed 2026-11-06
Jnba Financial Advisors
INCREASED
Shares3,957 from 3,848
Change+109 (+3%)
Value$501.4K (-$19.6K)
Filed 2026-11-03
IVC Wealth Advisors LLC
DECREASED
Shares3,954 from 4,842
Change-888 (-18%)
Value$501.1K (-$154.6K)
Filed 2026-10-23
Plan A Wealth LLC
DECREASED
Shares3,944 from 4,005
Change-61 (-2%)
Value$499.8K (-$42.5K)
Filed 2026-10-08
Camelot Portfolios, LLC
NEW
Shares3,935
Change+3,935
Value$498.6K
Filed 2026-11-09
Cresta Advisors, Ltd.
UNCHANGED
Shares3,933 from 3,933
Change0 (0%)
Value$498.4K (-$34.1K)
Filed 2026-10-14
Summit Securities Group LLC
NEW
Shares3,930
Change+3,930
Value$498.0K
Filed 2026-11-05
Rakuten Securities, Inc.
INCREASED
Shares3,930 from 2,392
Change+1,538 (+64%)
Value$498.0K (+$174.1K)
Filed 2026-11-02
First Interstate Bank
DECREASED
Shares3,920 from 4,029
Change-109 (-3%)
Value$496.7K (-$48.8K)
Filed 2026-10-23
Reik & Co., LLC
UNCHANGED
Shares3,920 from 3,920
Change0 (0%)
Value$496.7K (-$34.0K)
Filed 2026-10-27
Code Waechter LLC
INCREASED
Shares3,917 from 3,690
Change+227 (+6%)
Value$496.4K (-$3.2K)
Filed 2026-10-23
Herold Advisors, Inc.
INCREASED
Shares3,910 from 3,160
Change+750 (+24%)
Value$495.5K (+$66.5K)
Filed 2026-10-19
Armstrong Advisory Group, Inc
DECREASED
Shares3,910 from 4,227
Change-317 (-7%)
Value$495.4K (-$76.9K)
Filed 2026-10-09
Golden State Wealth Management, LLC
INCREASED
Shares3,879 from 3,842
Change+37 (+1%)
Value$491.6K (-$28.7K)
Filed 2026-11-02
Tortoise Investment Management, LLC
DECREASED
Shares3,876 from 3,885
Change-9 (0%)
Value$491.2K (-$34.9K)
Filed 2026-11-06
Wedge Capital Management L L P
INCREASED
Shares3,875 from 3,350
Change+525 (+16%)
Value$491.0K (+$37.5K)
Filed 2026-10-13
RIA Advisory Group LLC
DECREASED
Shares3,874 from 5,722
Change-1,848 (-32%)
Value$491.0K (-$283.8K)
Filed 2026-10-15
Etesian Wealth Advisors, Inc.
INCREASED
Shares3,863 from 3,825
Change+38 (+1%)
Value$489.5K (-$28.4K)
Filed 2026-10-27
Arcataur Capital Management LLC
UNCHANGED
Shares3,862 from 3,862
Change0 (0%)
Value$489.4K (-$33.5K)
Filed 2026-10-21
Fairvoy Private Wealth, LLC
INCREASED
Shares3,839 from 3,812
Change+27 (+1%)
Value$486.5K (-$29.7K)
Filed 2026-10-19
Eagle Wealth Advisors LLC
INCREASED
Shares3,826 from 3,734
Change+92 (+2%)
Value$484.8K (-$20.8K)
Filed 2026-10-20
Maseco LLP
INCREASED
Shares3,823 from 3,792
Change+31 (+1%)
Value$484.5K (-$29.0K)
Filed 2026-10-27
October Effect Ltd
UNCHANGED
Shares3,812 from 3,812
Change0 (0%)
Value$483.1K (-$33.1K)
Filed 2026-10-20
Arch Global Advisors, LLC
INCREASED
Shares3,810 from 3,089
Change+721 (+23%)
Value$482.8K (+$64.6K)
Filed 2026-10-23
Hardin Capital Partners, LLC
INCREASED
Shares3,806 from 3,411
Change+395 (+12%)
Value$482.3K (+$18.4K)
Filed 2026-10-09
Sunburst Financial Group, LLC
DECREASED
Shares3,778 from 4,051
Change-273 (-7%)
Value$478.7K (-$69.9K)
Filed 2026-10-09
Sage Investment Advisers LLC
INCREASED
Shares3,768 from 3,105
Change+663 (+21%)
Value$477.4K (+$57.1K)
Filed 2026-10-21
Community Trust & Investment Co
DECREASED
Shares3,768 from 4,071
Change-303 (-7%)
Value$477.5K (-$73.7K)
Filed 2026-10-15
Cooper Financial Group
DECREASED
Shares3,761 from 4,889
Change-1,128 (-23%)
Value$476.6K (-$185.3K)
Filed 2026-10-07
First Business Financial Services, Inc.
DECREASED
Shares3,736 from 3,836
Change-100 (-3%)
Value$473.4K (-$46.0K)
Filed 2026-10-29
Silver Lake Advisory, LLC
DECREASED
Shares3,735 from 4,286
Change-551 (-13%)
Value$473.3K (-$107.0K)
Filed 2026-10-22
Salomon & Ludwin, LLC
DECREASED
Shares3,729 from 3,919
Change-190 (-5%)
Value$472.5K (-$80.7K)
Filed 2026-10-29
Chilton Capital Management LLC
INCREASED
Shares3,722 from 3,252
Change+470 (+14%)
Value$471.7K (+$31.3K)
Filed 2026-10-28
Brown Miller Wealth Management, LLC
DECREASED
Shares3,717 from 4,502
Change-785 (-17%)
Value$471.0K (-$138.6K)
Filed 2026-11-02
Renasant Bank
INCREASED
Shares3,712 from 3,572
Change+140 (+4%)
Value$470.4K (-$13.3K)
Filed 2026-11-05
Northwest Wealth Management, LLC
DECREASED
Shares3,707 from 4,631
Change-924 (-20%)
Value$469.8K (-$157.2K)
Filed 2026-10-30
StoneRidge PMG Advisors, LLC
NEW
Shares3,699
Change+3,699
Value$469
Filed 2026-11-04
Bond & Devick Financial Network, Inc.
INCREASED
Shares3,699 from 3,339
Change+360 (+11%)
Value$468.7K (+$16.6K)
Filed 2026-10-23
Anchyra Partners LLC
DECREASED
Shares3,697 from 4,112
Change-415 (-10%)
Value$468.5K (-$88.3K)
Filed 2026-10-13
Uncommon Cents Investing Inc
INCREASED
Shares3,672 from 3,330
Change+342 (+10%)
Value$465.3K (+$14.4K)
Filed 2026-10-20
Marin Bay Wealth Advisors, LLC
INCREASED
Shares3,668 from 3,641
Change+27 (+1%)
Value$464.8K (-$28.2K)
Filed 2026-10-28
Investment Partners Asset Management, Inc.
INCREASED
Shares3,664 from 3,512
Change+152 (+4%)
Value$464.3K (-$11.2K)
Filed 2026-10-09
Aurora Investment Managers, Llc.
DECREASED
Shares3,663 from 3,673
Change-10 (0%)
Value$464 (-$33)
Filed 2026-10-15
Partners Wealth Management, LLC
INCREASED
Shares3,660 from 2,000
Change+1,660 (+83%)
Value$463.8K (+$193.0K)
Filed 2026-10-28
CFM Wealth Partners LLC
INCREASED
Shares3,659 from 3,083
Change+576 (+19%)
Value$463.7K (+$46.2K)
Filed 2026-11-05
Thrive Wealth Management, LLC
DECREASED
Shares3,656 from 3,858
Change-202 (-5%)
Value$463.3K (-$59.0K)
Filed 2026-10-13
Advisory Advocates, LLC
DECREASED
Shares3,650 from 4,396
Change-746 (-17%)
Value$462.6K (-$132.7K)
Filed 2026-11-05
Three Bridge Wealth Advisors, LLC
INCREASED
Shares3,650 from 3,470
Change+180 (+5%)
Value$462.5K (-$7.3K)
Filed 2026-11-05
Montchanin Asset Management, LLC
UNCHANGED
Shares3,650 from 3,650
Change0 (0%)
Value$463 (-$493.5K)
Filed 2026-11-02
Affinity Capital Advisors, LLC
INCREASED
Shares3,649 from 1,897
Change+1,752 (+92%)
Value$459.7K (+$187.8K)
Filed 2026-10-13
Global Assets Advisory, LLC
INCREASED
Shares3,642 from 3,573
Change+69 (+2%)
Value$456.2K (-$46.8K)
Filed 2026-10-28
Breakwater Capital Group
DECREASED
Shares3,639 from 3,960
Change-321 (-8%)
Value$461.1K (-$75.1K)
Filed 2026-10-09
Griffith & Werner, Inc.
INCREASED
Shares3,639 from 3,633
Change+6 (+0%)
Value$461.1K (-$30.9K)
Filed 2026-11-04
Jm2 Capital Inc.
INCREASED
Shares3,625 from 3,579
Change+46 (+1%)
Value$459.3K (-$25.3K)
Filed 2026-10-14
FinDec Wealth Services, Inc.
UNCHANGED
Shares3,608 from 3,608
Change0 (0%)
Value$457.2K (-$31.3K)
Filed 2026-10-30
Old Mission Investment Co LLC
DECREASED
Shares3,600 from 3,641
Change-41 (-1%)
Value$456.2K (-$36.8K)
Filed 2026-10-22
Meriwether Wealth & Planning, LLC
INCREASED
Shares3,577 from 2,496
Change+1,081 (+43%)
Value$453.3K (+$115.3K)
Filed 2026-10-13
Lesa Sroufe & Co
UNCHANGED
Shares3,572 from 3,572
Change0 (0%)
Value$453 (-$483.5K)
Filed 2026-10-29
Financial Solutions Advisory Group, Inc.
DECREASED
Shares3,562 from 3,598
Change-36 (-1%)
Value$468.4K (-$27.7K)
Filed 2026-10-28
Embree Financial Group
DECREASED
Shares3,559 from 4,558
Change-999 (-22%)
Value$451.0K (-$166.2K)
Filed 2026-10-22
Facet Wealth, Inc.
DECREASED
Shares3,553 from 3,967
Change-414 (-10%)
Value$450.2K (-$86.9K)
Filed 2026-11-04
Capital Advisors, Ltd. LLC
DECREASED
Shares3,546 from 3,857
Change-311 (-8%)
Value$449 (-$73)
Filed 2026-10-27
Bayban
UNCHANGED
Shares3,538 from 3,538
Change0 (0%)
Value$479.0K ($0)
Filed 2026-11-05
Hoge Financial Services, LLC
DECREASED
Shares3,537 from 3,557
Change-20 (-1%)
Value$448.3K (-$33.4K)
Filed 2026-11-05
Mosley Wealth Management
INCREASED
Shares3,535 from 2,883
Change+652 (+23%)
Value$453.9K (+$63.5K)
Filed 2026-10-16
Commons Capital, LLC
DECREASED
Shares3,531 from 3,539
Change-8 (0%)
Value$447.4K (-$31.8K)
Filed 2026-11-05
Shum Financial Group, Inc.
DECREASED
Shares3,493 from 3,873
Change-380 (-10%)
Value$442.7K (-$81.7K)
Filed 2026-10-13
Capital Investment Services of America, Inc.
UNCHANGED
Shares3,486 from 3,486
Change0 (0%)
Value$441.7K (-$30.3K)
Filed 2026-11-02
True North Advisors, LLC
DECREASED
Shares3,484 from 4,009
Change-525 (-13%)
Value$441.5K (-$101.3K)
Filed 2026-10-22
Tranquility Partners, LLC
DECREASED
Shares3,471 from 3,642
Change-171 (-5%)
Value$439.8K (-$53.3K)
Filed 2026-10-20
KFG LLC
NEW
Shares3,469
Change+3,469
Value$439.6K
Filed 2026-11-02
Alamar Capital Management, LLC
UNCHANGED
Shares3,463 from 3,463
Change0 (0%)
Value$438.8K (-$30.1K)
Filed 2026-11-02
Almanack Investment Partners, Llc.
DECREASED
Shares3,457 from 4,035
Change-578 (-14%)
Value$438.1K (-$108.2K)
Filed 2026-11-03
Lawood & Co
DECREASED
Shares3,447 from 3,472
Change-25 (-1%)
Value$436.8K (-$33.3K)
Filed 2026-10-09
Independent Solutions Wealth Management, LLC
INCREASED
Shares3,446 from 2,256
Change+1,190 (+53%)
Value$436.7K (+$131.2K)
Filed 2026-10-28
Integrity Advisory Solutions, LLC
INCREASED
Shares3,444 from 2,329
Change+1,115 (+48%)
Value$436.5K (+$121.1K)
Filed 2026-10-29
BWM Planning, LLC
DECREASED
Shares3,444 from 3,524
Change-80 (-2%)
Value$436.5K (-$40.7K)
Filed 2026-11-09
Quent Capital, LLC
DECREASED
Shares3,428 from 4,162
Change-734 (-18%)
Value$484.9K (-$78.6K)
Filed 2026-11-09
Personal CFO Solutions, LLC
DECREASED
Shares3,421 from 4,293
Change-872 (-20%)
Value$433.5K (-$147.7K)
Filed 2026-11-06
Goldstein Advisors, LLC
INCREASED
Shares3,420 from 3,152
Change+268 (+9%)
Value$433.4K (+$6.6K)
Filed 2026-10-15
Titleist Asset Management, LLC
INCREASED
Shares3,419 from 3,190
Change+229 (+7%)
Value$433.2K (+$1.3K)
Filed 2026-10-08
Michael J. Porro & Co. Financial Advisors, Inc.
DECREASED
Shares3,414 from 3,754
Change-340 (-9%)
Value$432.6K (-$75.7K)
Filed 2026-10-16
Farmers & Merchants Trust Co of Long Beach
DECREASED
Shares3,410 from 3,527
Change-117 (-3%)
Value$432.1K (-$45.4K)
Filed 2026-10-22
Elser Financial Planning, Inc
INCREASED
Shares3,406 from 3,380
Change+26 (+1%)
Value$431.6K (-$26.0K)
Filed 2026-10-16
Capstone Wealth Management Group, Inc.
INCREASED
Shares3,403 from 3,323
Change+80 (+2%)
Value$431.3K (-$18.7K)
Filed 2026-10-19
Souders Financial Advisors
DECREASED
Shares3,402 from 3,578
Change-176 (-5%)
Value$431.1K (-$53.3K)
Filed 2026-11-03
Michael Brady & Co., LLC
DECREASED
Shares3,401 from 3,751
Change-350 (-9%)
Value$431.0K (-$76.9K)
Filed 2026-10-23
CV Advisors LLC
UNCHANGED
Shares3,400 from 3,400
Change0 (0%)
Value$430.8K (-$29.5K)
Filed 2026-10-13
Meridian Investment Counsel Inc.
DECREASED
Shares3,395 from 3,505
Change-110 (-3%)
Value$430.2K (-$44.4K)
Filed 2026-10-14
WestEnd Advisors, LLC
DECREASED
Shares3,393 from 219,077
Change-215,684 (-98%)
Value$429.9K (-$29.2M)
Filed 2026-10-27
Summit Wealth Group LLC / Co
DECREASED
Shares3,389 from 3,703
Change-314 (-8%)
Value$429.4K (-$72.0K)
Filed 2026-10-29
Legacy Edge Advisors, LLC
DECREASED
Shares3,379 from 3,517
Change-138 (-4%)
Value$428.2K (-$48.0K)
Filed 2026-11-06
Arista Wealth Management, LLC
INCREASED
Shares3,375 from 3,353
Change+22 (+1%)
Value$427.7K (-$26.3K)
Filed 2026-10-29
Gilman Hill Asset Management, LLC
DECREASED
Shares3,370 from 3,935
Change-565 (-14%)
Value$427.0K (-$105.8K)
Filed 2026-10-13
StoryOne LLC
NEW
Shares3,358
Change+3,358
Value$425.5K
Filed 2026-10-13
Advisory Solutions Group, LLC
INCREASED
Shares3,355 from 2,982
Change+373 (+13%)
Value$425.2K (+$21.4K)
Filed 2026-10-14
Guardian Investment Management
UNCHANGED
Shares3,350 from 3,350
Change0 (0%)
Value$424.5K (-$29.1K)
Filed 2026-10-23
Capital Advantage, Inc.
INCREASED
Shares3,348 from 3,286
Change+62 (+2%)
Value$424.2K (-$20.8K)
Filed 2026-10-14
First Growth Capital LLC
DECREASED
Shares3,346 from 3,496
Change-150 (-4%)
Value$424.0K (-$49.4K)
Filed 2026-10-15
McAdam, LLC
DECREASED
Shares3,336 from 3,860
Change-524 (-14%)
Value$422.7K (-$99.9K)
Filed 2026-10-21
Financial Council, LLC
DECREASED
Shares3,328 from 3,371
Change-43 (-1%)
Value$421.7K (-$34.7K)
Filed 2026-11-02
Security Financial Services, Inc.
DECREASED
Shares3,323 from 3,654
Change-331 (-9%)
Value$421.1K (-$73.7K)
Filed 2026-10-29
Waterfront Wealth Inc.
DECREASED
Shares3,322 from 3,402
Change-80 (-2%)
Value$446.3K (-$21.1K)
Filed 2026-11-03
Laraway Financial Advisors Inc
DECREASED
Shares3,305 from 3,554
Change-249 (-7%)
Value$418.8K (-$62.4K)
Filed 2026-11-09
Vista Investment Partners II, LLC
DECREASED
Shares3,300 from 3,449
Change-149 (-4%)
Value$418.2K (-$48.8K)
Filed 2026-10-15
Flagstone Financial Management
DECREASED
Shares3,297 from 3,400
Change-103 (-3%)
Value$417.8K (-$42.6K)
Filed 2026-11-05
City State Bank
DECREASED
Shares3,295 from 3,567
Change-272 (-8%)
Value$417.5K (-$65.4K)
Filed 2026-10-20
Gen-Wealth Partners Inc
INCREASED
Shares3,294 from 3,212
Change+82 (+3%)
Value$417.4K (-$17.6K)
Filed 2026-11-04
United Community Bank
INCREASED
Shares3,286 from 1,972
Change+1,314 (+67%)
Value$416.4K (+$149.4K)
Filed 2026-10-28
CPC Advisors, LLC
DECREASED
Shares3,279 from 3,607
Change-328 (-9%)
Value$415.6K (-$72.8K)
Filed 2026-10-21
Childress Capital Advisors, LLC
INCREASED
Shares3,277 from 2,838
Change+439 (+15%)
Value$415.3K (+$31.0K)
Filed 2026-10-28
Teza Capital Management LLC
NEW
Shares3,274
Change+3,274
Value$414.9K
Filed 2026-10-23
Avise Financial Cooperative, Inc.
INCREASED
Shares3,267 from 3,180
Change+87 (+3%)
Value$414.0K (-$16.6K)
Filed 2026-11-09
Equity Wealth Partners, LLC
INCREASED
Shares3,264 from 3,245
Change+19 (+1%)
Value$413.7K (-$25.7K)
Filed 2026-10-26
Global Trust Asset Management, LLC
DECREASED
Shares3,261 from 3,311
Change-50 (-2%)
Value$413.2K (-$35.1K)
Filed 2026-10-19
Elevated Capital Advisors, LLC
DECREASED
Shares3,250 from 3,690
Change-440 (-12%)
Value$411.8K (-$87.8K)
Filed 2026-11-04
Central Bank & Trust Co
DECREASED
Shares3,243 from 3,461
Change-218 (-6%)
Value$411.0K (-$57.7K)
Filed 2026-10-09
Family Capital Management, Inc.
DECREASED
Shares3,237 from 3,731
Change-494 (-13%)
Value$410.2K (-$95.0K)
Filed 2026-11-03
Inspirion Wealth Advisors, LLC
INCREASED
Shares3,237 from 3,162
Change+75 (+2%)
Value$410.2K (-$36.2K)
Filed 2026-10-09
Mattern Wealth Management LLC
DECREASED
Shares3,232 from 3,244
Change-12 (0%)
Value$409.5K (-$29.7K)
Filed 2026-11-04
Fagan Associates, Inc.
DECREASED
Shares3,221 from 3,264
Change-43 (-1%)
Value$408.2K (-$33.7K)
Filed 2026-10-13
Compass Capital Management, Inc
DECREASED
Shares3,215 from 6,435
Change-3,220 (-50%)
Value$407.4K (-$344.5K)
Filed 2026-11-06
Victory Financial Group, LLC
INCREASED
Shares3,214 from 1,877
Change+1,337 (+71%)
Value$407.2K (+$153.0K)
Filed 2026-10-27
Cranbrook Wealth Management, LLC
INCREASED
Shares3,214 from 3,208
Change+6 (+0%)
Value$407.3K (-$27.1K)
Filed 2026-10-28
FDx Advisors, Inc.
INCREASED
Shares3,210 from 3,198
Change+12 (+0%)
Value$407 (-$432.6K)
Filed 2026-11-09
Hickory Point Bank & Trust
DECREASED
Shares3,207 from 3,316
Change-109 (-3%)
Value$406.4K (-$42.6K)
Filed 2026-10-01
CoreCap Advisors, LLC
DECREASED
Shares3,205 from 4,121
Change-916 (-22%)
Value$406.1K (-$151.8K)
Filed 2026-10-08
Founders Capital Management
DECREASED
Shares3,192 from 3,484
Change-292 (-8%)
Value$404.5K (-$67.2K)
Filed 2026-10-13
Rice Partnership, LLC
DECREASED
Shares3,180 from 3,975
Change-795 (-20%)
Value$403.0K (-$135.2K)
Filed 2026-11-09
LMG Wealth Partners, LLC
DECREASED
Shares3,179 from 36,709
Change-33,530 (-91%)
Value$402.9K (-$4.6M)
Filed 2026-11-05
Evansbrook LLC
UNCHANGED
Shares3,179 from 3,179
Change0 (0%)
Value$402.8K (-$27.6K)
Filed 2026-10-16
Genesis Private Wealth, LLC
INCREASED
Shares3,174 from 2,708
Change+466 (+17%)
Value$402.2K (+$35.5K)
Filed 2026-11-02
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED
Shares3,162 from 3,152
Change+10 (+0%)
Value$401 (-$426.6K)
Filed 2026-10-14
Ascent Wealth Partners, LLC
UNCHANGED
Shares3,161 from 3,161
Change0 (0%)
Value$400.6K (-$27.4K)
Filed 2026-10-23
Sigma Investment Counselors Inc
DECREASED
Shares3,158 from 3,858
Change-700 (-18%)
Value$400.2K (-$122.2K)
Filed 2026-10-27
Nadler Financial Group, Inc.
DECREASED
Shares3,153 from 3,157
Change-4 (0%)
Value$399.6K (-$27.9K)
Filed 2026-10-23
Innova Wealth Partners
INCREASED
Shares3,151 from 3,124
Change+27 (+1%)
Value$399.3K (-$23.7K)
Filed 2026-10-21
Plan Group Financial, LLC
INCREASED
Shares3,146 from 2,534
Change+612 (+24%)
Value$421.6K (+$78.5K)
Filed 2026-10-22
Argentarii, LLC
DECREASED
Shares3,146 from 3,387
Change-241 (-7%)
Value$398.7K (-$70.1K)
Filed 2026-10-28
Laurel OAK Wealth Management, LLC
INCREASED
Shares3,145 from 2,743
Change+402 (+15%)
Value$398.5K (+$27.1K)
Filed 2026-10-19
Cooper S Advisors, LLC
DECREASED
Shares3,143 from 3,293
Change-150 (-5%)
Value$398.3K (-$47.6K)
Filed 2026-11-03
Chesapeake Wealth Management
DECREASED
Shares3,140 from 4,927
Change-1,787 (-36%)
Value$397.9K (-$269.2K)
Filed 2026-11-09
Smith Thornton Advisors LLC
DECREASED
Shares3,133 from 3,141
Change-8 (0%)
Value$397.0K (-$38.0K)
Filed 2026-10-16
Willow Creek Wealth Management Inc.
DECREASED
Shares3,131 from 3,132
Change-1 (0%)
Value$396.8K (-$27.3K)
Filed 2026-10-26
Lexington Hill Partners, LLC
INCREASED
Shares3,128 from 3,126
Change+2 (+0%)
Value$396.3K (-$26.9K)
Filed 2026-10-13
Angeles Investment Advisors, LLC
UNCHANGED
Shares3,126 from 3,126
Change0 (0%)
Value$396.1K (-$27.1K)
Filed 2026-10-22
Blue Capital, Inc.
INCREASED
Shares3,120 from 2,810
Change+310 (+11%)
Value$395.4K (+$14.9K)
Filed 2026-10-13
Community Financial Services Group, LLC
DECREASED
Shares3,110 from 3,319
Change-209 (-6%)
Value$390.6K (-$77.9K)
Filed 2026-10-15
Miramontes Capital, LLC
INCREASED
Shares3,103 from 2,405
Change+698 (+29%)
Value$393.2K (+$67.6K)
Filed 2026-10-19
Stackstone Wealth, LLC
NEW
Shares3,095
Change+3,095
Value$392.2K
Filed 2026-10-19
Lewis Asset Management, LLC
DECREASED
Shares3,089 from 3,564
Change-475 (-13%)
Value$391.4K (-$91.2K)
Filed 2026-10-14
Mill Capital Management, LLC
DECREASED
Shares3,079 from 3,739
Change-660 (-18%)
Value$390.2K (-$116.1K)
Filed 2026-10-26
Allegiance Financial Group Advisory Services LLC
DECREASED
Shares3,078 from 3,164
Change-86 (-3%)
Value$390.1K (-$38.3K)
Filed 2026-11-02
Great Waters Wealth Management
INCREASED
Shares3,075 from 3,040
Change+35 (+1%)
Value$389.7K (-$22.0K)
Filed 2026-10-07
Marks Group Wealth Management, Inc
UNCHANGED
Shares3,075 from 3,075
Change0 (0%)
Value$389.7K (-$26.7K)
Filed 2026-11-05
Sterling Financial Planning, Inc.
DECREASED
Shares3,071 from 3,178
Change-107 (-3%)
Value$389.2K (-$41.1K)
Filed 2026-10-28
Martel Wealth Advisors LLC
UNCHANGED
Shares3,059 from 3,059
Change0 (0%)
Value$387.6K (-$26.6K)
Filed 2026-10-14
D'Orazio & Associates, Inc.
DECREASED
Shares3,054 from 4,239
Change-1,185 (-28%)
Value$387.0K (-$187.0K)
Filed 2026-11-04
MMA Asset Management LLC
DECREASED
Shares3,054 from 3,111
Change-57 (-2%)
Value$387.0K (-$34.2K)
Filed 2026-11-02
South Shore Capital Advisors
DECREASED
Shares3,053 from 3,196
Change-143 (-4%)
Value$386.9K (-$45.9K)
Filed 2026-10-20
Traynor Capital Management, Inc.
INCREASED
Shares3,052 from 2,296
Change+756 (+33%)
Value$386.7K (+$75.8K)
Filed 2026-10-29
Paulson Wealth Management Inc.
INCREASED
Shares3,052 from 2,439
Change+613 (+25%)
Value$386.7K (+$56.5K)
Filed 2026-11-02
Founders Financial Securities LLC
DECREASED
Shares3,047 from 3,340
Change-293 (-9%)
Value$386.1K (-$66.1K)
Filed 2026-10-28
Sweeney & Michel, LLC
DECREASED
Shares3,047 from 3,245
Change-198 (-6%)
Value$386.1K (-$65.0K)
Filed 2026-10-16
XY Planning Network, Inc.
NEW
Shares3,045
Change+3,045
Value$385.9K
Filed 2026-10-14
Aljian Capital Management, LLC
INCREASED
Shares3,045 from 3,041
Change+4 (+0%)
Value$385.9K (-$25.8K)
Filed 2026-10-28
Mustard Seed Financial, LLC
DECREASED
Shares3,044 from 3,121
Change-77 (-2%)
Value$385.7K (-$36.8K)
Filed 2026-10-30
J.Safra Asset Management Corp
INCREASED
Shares3,041 from 706
Change+2,335 (+331%)
Value$385.4K (+$289.8K)
Filed 2026-11-03
LexAurum Advisors, LLC
INCREASED
Shares3,041 from 2,864
Change+177 (+6%)
Value$385.4K (-$2.4K)
Filed 2026-10-19
Essex Investment Management Co LLC
DECREASED
Shares3,041 from 3,100
Change-59 (-2%)
Value$385.4K (-$34.4K)
Filed 2026-10-19
Morey & Quinn Wealth Partners, LLC
DECREASED
Shares3,039 from 3,262
Change-223 (-7%)
Value$385.1K (-$56.6K)
Filed 2026-10-28
Able Financial Group, LLC
UNCHANGED
Shares3,031 from 3,031
Change0 (0%)
Value$384.1K (-$26.3K)
Filed 2026-10-14
KFA Private Wealth Group, LLC
DECREASED
Shares3,030 from 3,044
Change-14 (0%)
Value$384.0K (-$28.2K)
Filed 2026-10-07
Gables Capital Management Inc.
UNCHANGED
Shares3,011 from 3,011
Change0 (0%)
Value$381.6K (-$26.1K)
Filed 2026-11-04
Southern Michigan Bank & Trust
INCREASED
Shares3,010 from 2,792
Change+218 (+8%)
Value$381.4K (+$3.4K)
Filed 2026-10-19
Gallacher Capital Management LLC
DECREASED
Shares3,003 from 5,669
Change-2,666 (-47%)
Value$380.6K (-$387.1K)
Filed 2026-10-30
Compass Wealth Management, LLC
DECREASED
Shares3,000 from 3,001
Change-1 (0%)
Value$380.2K (-$26.0K)
Filed 2026-10-30
Delta Investment Management, LLC
INCREASED
Shares2,998 from 2,997
Change+1 (+0%)
Value$379.9K (-$26.0K)
Filed 2026-11-09
Midwest Financial Group LLC
INCREASED
Shares2,997 from 2,988
Change+9 (+0%)
Value$379.8K (-$24.8K)
Filed 2026-10-15
Advisors Management Group Inc
INCREASED
Shares2,989 from 2,946
Change+43 (+1%)
Value$378 (-$397.6K)
Filed 2026-11-05
Values Added Financial LLC
INCREASED
Shares2,980 from 2,850
Change+130 (+5%)
Value$377.6K (-$8.3K)
Filed 2026-10-28
Flagship Wealth Advisors, LLC
DECREASED
Shares2,979 from 3,226
Change-247 (-8%)
Value$377.5K (-$59.3K)
Filed 2026-11-03
G2 Capital Management, LLC / OH
UNCHANGED
Shares2,979 from 2,979
Change0 (0%)
Value$377.5K (-$25.9K)
Filed 2026-10-23
Cadinha & Co LLC
DECREASED
Shares2,976 from 3,201
Change-225 (-7%)
Value$377.1K (-$56.3K)
Filed 2026-10-22
Heritage Wealth Management, Inc.
INCREASED
Shares2,969 from 2,950
Change+19 (+1%)
Value$376.2K (-$23.2K)
Filed 2026-10-27
Schneider Downs Wealth Management Advisors, LP
DECREASED
Shares2,963 from 3,482
Change-519 (-15%)
Value$375.5K (-$96.0K)
Filed 2026-10-27
1900 Wealth Management LLC
INCREASED
Shares2,960 from 2,952
Change+8 (+0%)
Value$375.0K (-$24.6K)
Filed 2026-10-13
Wingate Wealth Advisors, Inc.
INCREASED
Shares2,955 from 2,954
Change+1 (+0%)
Value$374.4K (-$25.6K)
Filed 2026-10-26
Alaska Wealth Advisors, LLC
DECREASED
Shares2,954 from 3,196
Change-242 (-8%)
Value$374.3K (-$58.4K)
Filed 2026-11-09
Brooktree Capital Management
UNCHANGED
Shares2,950 from 2,950
Change0 (0%)
Value$373.8K (-$25.6K)
Filed 2026-11-09
Secure Asset Management, LLC
DECREASED
Shares2,944 from 2,951
Change-7 (0%)
Value$373.0K (-$26.5K)
Filed 2026-10-19
Kellett Wealth Advisors, LLC
DECREASED
Shares2,941 from 3,023
Change-82 (-3%)
Value$372.6K (-$36.7K)
Filed 2026-10-15
Rockingstone Advisors LLC
DECREASED
Shares2,935 from 4,087
Change-1,152 (-28%)
Value$371.9K (-$181.5K)
Filed 2026-10-16
Mcrae Capital Management Inc
UNCHANGED
Shares2,917 from 2,917
Change0 (0%)
Value$369.6K (-$25.3K)
Filed 2026-10-15
Gilpin Wealth Management, LLC
DECREASED
Shares2,905 from 2,974
Change-69 (-2%)
Value$368.1K (-$34.6K)
Filed 2026-10-09
Corps Capital Advisors, LLC
DECREASED
Shares2,883 from 2,963
Change-80 (-3%)
Value$365.3K (-$35.9K)
Filed 2026-11-05
Financial Consulate, Inc
DECREASED
Shares2,878 from 2,942
Change-64 (-2%)
Value$364.7K (-$33.6K)
Filed 2026-10-23
First National Bank of Mount Dora, Trust Investment Services
UNCHANGED
Shares2,875 from 2,875
Change0 (0%)
Value$364.3K (-$25.0K)
Filed 2026-10-21
Balboa Wealth Partners
DECREASED
Shares2,865 from 2,985
Change-120 (-4%)
Value$363.1K (-$41.1K)
Filed 2026-10-20
Westside Investment Management, Inc.
INCREASED
Shares2,863 from 2,684
Change+179 (+7%)
Value$362.6K (-$839)
Filed 2026-11-02
First Fiduciary Investment Counsel, Inc.
UNCHANGED
Shares2,860 from 2,860
Change0 (0%)
Value$362 (-$386.6K)
Filed 2026-10-27
Oxler Private Wealth LLC
DECREASED
Shares2,859 from 2,878
Change-19 (-1%)
Value$362.3K (-$27.4K)
Filed 2026-10-21
Birch Capital Management, LLC
INCREASED
Shares2,858 from 1,512
Change+1,346 (+89%)
Value$362.2K (+$157.4K)
Filed 2026-10-27
Burton Enright Welch
DECREASED
Shares2,856 from 3,115
Change-259 (-8%)
Value$362.0K (-$59.9K)
Filed 2026-11-04
RW Investment Management LLC
INCREASED
Shares2,854 from 2,833
Change+21 (+1%)
Value$361.7K (-$21.9K)
Filed 2026-11-03
Tcfg Investment Advisors, LLC
UNCHANGED
Shares2,852 from 2,852
Change0 (0%)
Value$361.4K (-$24.9K)
Filed 2026-10-20
Meramec Financial Planners, LLC
DECREASED
Shares2,845 from 3,104
Change-259 (-8%)
Value$402.2K (-$31.7K)
Filed 2026-11-09
West Family Investments, Inc.
DECREASED
Shares2,836 from 8,267
Change-5,431 (-66%)
Value$359.4K (-$760.0K)
Filed 2026-11-09
Well Done, LLC
DECREASED
Shares2,820 from 3,791
Change-971 (-26%)
Value$357.4K (-$156.0K)
Filed 2026-10-20
Net Worth Advisory Group
INCREASED
Shares2,820 from 2,637
Change+183 (+7%)
Value$354.2K (-$2.9K)
Filed 2026-10-20
Storen Legacy Partners, LLC
INCREASED
Shares2,817 from 2,735
Change+82 (+3%)
Value$357.0K (-$13.3K)
Filed 2026-11-09
Torrey Growth & Income Advisors
DECREASED
Shares2,814 from 3,012
Change-198 (-7%)
Value$362.9K (-$47.5K)
Filed 2026-11-04
RED Cedar Investment Management, LLC
UNCHANGED
Shares2,813 from 2,813
Change0 (0%)
Value$356.5K (-$24.4K)
Filed 2026-11-04
Outlook Wealth Advisors, LLC
DECREASED
Shares2,795 from 2,845
Change-50 (-2%)
Value$354.2K (-$30.9K)
Filed 2026-10-28
West Michigan Advisors, LLC
INCREASED
Shares2,794 from 2,004
Change+790 (+39%)
Value$354.1K (+$82.7K)
Filed 2026-11-09
Security National Bank
INCREASED
Shares2,794 from 2,775
Change+19 (+1%)
Value$354.1K (-$21.7K)
Filed 2026-10-26
Vestor Capital, LLC
INCREASED
Shares2,787 from 975
Change+1,812 (+186%)
Value$644 (+$530)
Filed 2026-11-04
Dupree Financial Group, LLC
UNCHANGED
Shares2,782 from 2,782
Change0 (0%)
Value$352.5K (-$24.1K)
Filed 2026-10-09
Richard C. Young & Co., Ltd.
INCREASED
Shares2,771 from 2,752
Change+19 (+1%)
Value$351.1K (-$21.5K)
Filed 2026-11-04
Creekside Partners
INCREASED
Shares2,763 from 2,757
Change+6 (+0%)
Value$350.1K (-$23.2K)
Filed 2026-11-04
Hutchinson Capital Management
DECREASED
Shares2,762 from 3,404
Change-642 (-19%)
Value$350.0K (-$110.9K)
Filed 2026-11-09
Burford Brothers, Inc.
DECREASED
Shares2,762 from 2,810
Change-48 (-2%)
Value$350.0K (-$30.5K)
Filed 2026-10-21
Insight Advisors, LLC/ PA
DECREASED
Shares2,758 from 2,998
Change-240 (-8%)
Value$349.5K (-$56.6K)
Filed 2026-10-22
Balefire, LLC
DECREASED
Shares2,755 from 2,897
Change-142 (-5%)
Value$349.1K (-$43.1K)
Filed 2026-10-09
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares2,754 from 2,110
Change+644 (+31%)
Value$349.1K (+$63.3K)
Filed 2026-10-29
Broadway Wealth Solutions, Inc.
INCREASED
Shares2,753 from 2,643
Change+110 (+4%)
Value$349.0K (-$8.9K)
Filed 2026-10-21
West Paces Advisors Inc.
DECREASED
Shares2,751 from 4,532
Change-1,781 (-39%)
Value$348.6K (-$265.0K)
Filed 2026-10-13
DSG Capital Advisors, LLC
UNCHANGED
Shares2,750 from 2,750
Change0 (0%)
Value$348.5K (-$24.0K)
Filed 2026-11-05
Birch Financial Group, LLC
INCREASED
Shares2,749 from 2,710
Change+39 (+1%)
Value$348.4K (-$18.5K)
Filed 2026-10-27
Redhawk Wealth Advisors, Inc.
DECREASED
Shares2,735 from 9,312
Change-6,577 (-71%)
Value$346.6K (-$914.3K)
Filed 2026-10-14
Tower View Wealth Management LLC
DECREASED
Shares2,732 from 4,370
Change-1,638 (-37%)
Value$346.2K (-$245.5K)
Filed 2026-10-23
Reflection Asset Management
INCREASED
Shares2,727 from 2,583
Change+144 (+6%)
Value$345.6K (-$4.2K)
Filed 2026-10-28
Covenant Asset Management, LLC
UNCHANGED
Shares2,725 from 2,725
Change0 (0%)
Value$345.3K (-$23.7K)
Filed 2026-10-14
Ackerman Capital Advisors, LLC
UNCHANGED
Shares2,712 from 2,712
Change0 (0%)
Value$343.7K (-$23.5K)
Filed 2026-10-30
Financial Management Network Inc
DECREASED
Shares2,707 from 2,961
Change-254 (-9%)
Value$340.8K (-$65.2K)
Filed 2026-10-09
Wall Street Financial Group, Inc.
DECREASED
Shares2,706 from 2,958
Change-252 (-9%)
Value$342.9K (-$57.6K)
Filed 2026-11-09
TigerOak Management, L.L.C.
INCREASED
Shares2,706 from 2,623
Change+83 (+3%)
Value$342.9K (-$12.3K)
Filed 2026-10-23
Steel Grove Capital Advisors, LLC
INCREASED
Shares2,704 from 1,627
Change+1,077 (+66%)
Value$342.7K (+$122.4K)
Filed 2026-10-13
Physician Wealth Advisors, Inc.
INCREASED
Shares2,702 from 2,568
Change+134 (+5%)
Value$342.4K (-$5.3K)
Filed 2026-10-20
Compass Ion Advisors, LLC
INCREASED
Shares2,697 from 2,656
Change+41 (+2%)
Value$341.8K (-$17.9K)
Filed 2026-10-23
Solstein Capital, LLC
UNCHANGED
Shares2,688 from 2,688
Change0 (0%)
Value$340.6K (-$23.3K)
Filed 2026-11-02
Greenfield Seitz Capital Management, LLC
UNCHANGED
Shares2,683 from 2,683
Change0 (0%)
Value$340.0K (-$23.3K)
Filed 2026-10-29
Tenet Wealth Partners, LLC
DECREASED
Shares2,677 from 2,816
Change-139 (-5%)
Value$339.2K (-$54.4K)
Filed 2026-10-19
Parker Financial LLC
DECREASED
Shares2,675 from 3,011
Change-336 (-11%)
Value$339.0K (-$68.7K)
Filed 2026-11-05
Worth Asset Management, LLC
NEW
Shares2,673
Change+2,673
Value$338.8K
Filed 2026-10-07
Mccarter Private Wealth Services LLC
DECREASED
Shares2,673 from 9,693
Change-7,020 (-72%)
Value$338.7K (-$973.7K)
Filed 2026-10-22
Randall & Associates Wealth Management
NEW
Shares2,672
Change+2,672
Value$338.6K
Filed 2026-10-20
Trek Financial, LLC
INCREASED
Shares2,667 from 2,616
Change+51 (+2%)
Value$338.0K (-$16.2K)
Filed 2026-10-29
Atwater Malick LLC
DECREASED
Shares2,657 from 2,996
Change-339 (-11%)
Value$336.7K (-$69.0K)
Filed 2026-10-15
BNB Wealth Management, LLC
DECREASED
Shares2,651 from 2,807
Change-156 (-6%)
Value$335.9K (-$44.1K)
Filed 2026-10-28
Arkfeld Wealth Strategies, L.L.C.
DECREASED
Shares2,641 from 2,685
Change-44 (-2%)
Value$326.7K (-$58.0K)
Filed 2026-10-19
Maple Capital Management, Inc.
DECREASED
Shares2,624 from 2,849
Change-225 (-8%)
Value$332.5K (-$53.2K)
Filed 2026-11-02
BlueChip Wealth Advisors LLC
INCREASED
Shares2,621 from 2,421
Change+200 (+8%)
Value$332.2K (+$4.3K)
Filed 2026-11-03
Dakota Community Bank & Trust NA
INCREASED
Shares2,620 from 2,257
Change+363 (+16%)
Value$332.0K (+$26.4K)
Filed 2026-10-09
Eagle Wealth Strategies LLC
DECREASED
Shares2,619 from 2,654
Change-35 (-1%)
Value$331.9K (-$27.5K)
Filed 2026-10-20
TrustBank
INCREASED
Shares2,617 from 2,206
Change+411 (+19%)
Value$331.6K (+$32.9K)
Filed 2026-10-20
Robinson Smith Wealth Advisors LLC
UNCHANGED
Shares2,611 from 2,611
Change0 (0%)
Value$330.9K (-$22.6K)
Filed 2026-10-22
Meadow Creek Wealth Advisors LLC
INCREASED
Shares2,610 from 2,600
Change+10 (+0%)
Value$330.7K (-$21.3K)
Filed 2026-11-02
Finward Bancorp
DECREASED
Shares2,609 from 3,169
Change-560 (-18%)
Value$330.6K (-$98.5K)
Filed 2026-10-14
Marco Investment Management LLC
INCREASED
Shares2,608 from 2,599
Change+9 (+0%)
Value$330.5K (-$21.4K)
Filed 2026-11-09
First Financial Corp
DECREASED
Shares2,604 from 2,630
Change-26 (-1%)
Value$330.0K (-$26.1K)
Filed 2026-10-13
Pictet North America Advisors SA
UNCHANGED
Shares2,600 from 2,600
Change0 (0%)
Value$329.5K (-$22.6K)
Filed 2026-10-21
Verum Partners LLC
DECREASED
Shares2,598 from 3,408
Change-810 (-24%)
Value$329.2K (-$132.2K)
Filed 2026-10-21
Financial Security Advisor, Inc.
DECREASED
Shares2,597 from 2,816
Change-219 (-8%)
Value$329.1K (-$52.2K)
Filed 2026-11-03
DeDora Capital, Inc.
DECREASED
Shares2,585 from 2,736
Change-151 (-6%)
Value$327.6K (-$42.9K)
Filed 2026-10-26
Trace Wealth Advisors, LLC
INCREASED
Shares2,580 from 2,531
Change+49 (+2%)
Value$326.9K (-$15.8K)
Filed 2026-10-30
Verus Financial Partners, Inc.
INCREASED
Shares2,565 from 2,550
Change+15 (+1%)
Value$325.1K (-$20.2K)
Filed 2026-10-29
GAM Holding AG
DECREASED
Shares2,562 from 2,801
Change-239 (-9%)
Value$324.7K (-$54.6K)
Filed 2026-11-03
Kelman-Lazarov, Inc.
DECREASED
Shares2,555 from 3,038
Change-483 (-16%)
Value$323.8K (-$87.5K)
Filed 2026-11-09
Wescott Financial Advisory Group, LLC
INCREASED
Shares2,552 from 2,451
Change+101 (+4%)
Value$323.4K (-$8.4K)
Filed 2026-11-09
Connecticut Capital Management Group, LLC
DECREASED
Shares2,551 from 2,596
Change-45 (-2%)
Value$323.3K (-$28.2K)
Filed 2026-10-29
Lecap Asset Management LTD
NEW
Shares2,549
Change+2,549
Value$323.0K
Filed 2026-10-27
Sunbeam Capital Management, LLC
DECREASED
Shares2,545 from 2,775
Change-230 (-8%)
Value$322.5K (-$53.2K)
Filed 2026-11-05
Alchemi Wealth, LLC
INCREASED
Shares2,542 from 2,466
Change+76 (+3%)
Value$322.2K (-$11.7K)
Filed 2026-11-04
Spinnaker Investment Group, LLC
DECREASED
Shares2,533 from 5,626
Change-3,093 (-55%)
Value$321.0K (-$440.8K)
Filed 2026-10-13
BCS Private Wealth Management, Inc.
UNCHANGED
Shares2,532 from 2,532
Change0 (0%)
Value$320.9K (-$22.0K)
Filed 2026-11-09
Websterrogers Financial Advisors, LLC
DECREASED
Shares2,528 from 2,570
Change-42 (-2%)
Value$320.3K (-$27.6K)
Filed 2026-11-02
James Hambro & Partners LLP
DECREASED
Shares2,524 from 3,959
Change-1,435 (-36%)
Value$319.8K (-$216.2K)
Filed 2026-10-19
Trinity Financial Advisors LLC
UNCHANGED
Shares2,520 from 2,520
Change0 (0%)
Value$319.3K (-$21.9K)
Filed 2026-10-09
Investment Planning Advisors, Inc.
INCREASED
Shares2,515 from 1,857
Change+658 (+35%)
Value$318.8K (+$67.3K)
Filed 2026-10-14
Nikulski Financial, Inc.
DECREASED
Shares2,513 from 2,531
Change-18 (-1%)
Value$318.4K (-$24.2K)
Filed 2026-11-06
Klingman & Associates, LLC
DECREASED
Shares2,507 from 3,081
Change-574 (-19%)
Value$317.7K (-$99.5K)
Filed 2026-10-20
Sierra Summit Advisors LLC
DECREASED
Shares2,506 from 9,750
Change-7,244 (-74%)
Value$317.6K (-$1.0M)
Filed 2026-10-28
TFR Capital, Llc.
INCREASED
Shares2,506 from 2,439
Change+67 (+3%)
Value$317.6K (-$12.7K)
Filed 2026-11-09
Purkiss Capital Advisors LLC
INCREASED
Shares2,506 from 2,504
Change+2 (+0%)
Value$317.5K (-$21.5K)
Filed 2026-11-06
Argyle Capital Partners, LLC
INCREASED
Shares2,501 from 2,426
Change+75 (+3%)
Value$316.9K (-$11.6K)
Filed 2026-10-23
Onyx Bridge Wealth Group LLC
DECREASED
Shares2,499 from 2,757
Change-258 (-9%)
Value$316.7K (-$56.6K)
Filed 2026-10-16
Quadrant Private Wealth Management, LLC
NEW
Shares2,495
Change+2,495
Value$316.1K
Filed 2026-11-04
Earned Wealth Advisors, LLC
INCREASED
Shares2,495 from 1,583
Change+912 (+58%)
Value$316.1K (+$101.9K)
Filed 2026-11-06
Blossom Wealth Management
INCREASED
Shares2,493 from 2,373
Change+120 (+5%)
Value$315.9K (-$5.4K)
Filed 2026-11-03
Gratus Wealth Advisors, LLC
DECREASED
Shares2,492 from 3,052
Change-560 (-18%)
Value$315.8K (-$97.5K)
Filed 2026-10-26
Koesten, Hirschmann & Crabtree, Inc.
INCREASED
Shares2,489 from 2,099
Change+390 (+19%)
Value$315.4K (+$31.2K)
Filed 2026-10-13
626 Financial, LLC
DECREASED
Shares2,478 from 2,573
Change-95 (-4%)
Value$314.0K (-$34.3K)
Filed 2026-11-04
MRA Advisory Group
INCREASED
Shares2,477 from 2,305
Change+172 (+7%)
Value$313.9K (+$1.9K)
Filed 2026-10-07
Guilbault Capital LLC
DECREASED
Shares2,475 from 2,550
Change-75 (-3%)
Value$313.6K (-$31.6K)
Filed 2026-10-28
Barlow Wealth Partners, LLC
INCREASED
Shares2,463 from 1,854
Change+609 (+33%)
Value$309.6K (+$45.4K)
Filed 2026-10-15
Johnson Wealth Management, LLC
DECREASED
Shares2,463 from 2,487
Change-24 (-1%)
Value$312.1K (-$24.6K)
Filed 2026-11-09
McClarren Financial Advisors, Inc.
INCREASED
Shares2,443 from 2,440
Change+3 (+0%)
Value$309.5K (-$20.9K)
Filed 2026-10-15
Blake Schutter Theil Wealth Advisors, LLC
INCREASED
Shares2,436 from 2,298
Change+138 (+6%)
Value$308.7K (-$2.5K)
Filed 2026-11-02
Crown Wealth Group, LLC
NEW
Shares2,434
Change+2,434
Value$308.4K
Filed 2026-10-19
Reliant Investment Management, LLC
DECREASED
Shares2,428 from 2,557
Change-129 (-5%)
Value$307.7K (-$38.5K)
Filed 2026-10-14
Essex LLC
UNCHANGED
Shares2,417 from 2,417
Change0 (0%)
Value$306.3K (-$21.0K)
Filed 2026-10-14
Cherry Creek Investment Advisors, Inc.
DECREASED
Shares2,411 from 2,731
Change-320 (-12%)
Value$305.5K (-$64.3K)
Filed 2026-10-14
Curran Financial Partners, LLC
NEW
Shares2,396
Change+2,396
Value$303.6K
Filed 2026-11-04
Weaver Consulting Group
DECREASED
Shares2,396 from 2,415
Change-19 (-1%)
Value$303.6K (-$23.4K)
Filed 2026-10-07
Benchmark Financial Wealth Advisors, LLC
NEW
Shares2,386
Change+2,386
Value$302.3K
Filed 2026-10-20
Braun-Bostich & Associates Inc.
DECREASED
Shares2,375 from 2,449
Change-74 (-3%)
Value$301.0K (-$30.6K)
Filed 2026-10-20
Marathon Strategic Advisors, LLC
UNCHANGED
Shares2,375 from 2,375
Change0 (0%)
Value$301.0K (-$20.6K)
Filed 2026-10-20
J.M. Arbour, LLC
INCREASED
Shares2,374 from 2,042
Change+332 (+16%)
Value$300.8K (+$24.3K)
Filed 2026-11-05
Latitude Advisors, LLC
INCREASED
Shares2,374 from 2,367
Change+7 (+0%)
Value$300.8K (-$19.7K)
Filed 2026-10-27
Summit Wealth Group, LLC
INCREASED
Shares2,373 from 2,367
Change+6 (+0%)
Value$300.8K (-$19.7K)
Filed 2026-11-09
N.E.W. Advisory Services LLC
DECREASED
Shares2,372 from 3,127
Change-755 (-24%)
Value$300.6K (-$122.9K)
Filed 2026-11-09
Revolve Wealth Partners, LLC
DECREASED
Shares2,359 from 2,709
Change-350 (-13%)
Value$298.9K (-$67.9K)
Filed 2026-10-23
United Bank
DECREASED
Shares2,348 from 9,861
Change-7,513 (-76%)
Value$297.5K (-$1.0M)
Filed 2026-11-06
Uniting Wealth Partners, LLC
INCREASED
Shares2,346 from 2,041
Change+305 (+15%)
Value$297.3K (+$20.9K)
Filed 2026-11-06
Financial Planning Hawaii, Inc.
DECREASED
Shares2,344 from 2,569
Change-225 (-9%)
Value$297.0K (-$50.8K)
Filed 2026-10-13
Werba Rubin Papier Wealth Management
DECREASED
Shares2,340 from 2,704
Change-364 (-13%)
Value$296.5K (-$69.6K)
Filed 2026-11-06
Ridgecrest Wealth Partners, LLC
INCREASED
Shares2,336 from 2,292
Change+44 (+2%)
Value$296.0K (-$14.3K)
Filed 2026-10-19
Optivise Advisory Services LLC
DECREASED
Shares2,333 from 3,059
Change-726 (-24%)
Value$295.7K (-$118.5K)
Filed 2026-10-19
Vicus Capital
INCREASED
Shares2,332 from 2,213
Change+119 (+5%)
Value$295.5K (-$4.1K)
Filed 2026-11-05
Compass Financial Management LLC
DECREASED
Shares2,330 from 2,350
Change-20 (-1%)
Value$295.3K (-$29.4K)
Filed 2026-10-30
Stronghold Wealth Management L.L.C.
INCREASED
Shares2,325 from 2,275
Change+50 (+2%)
Value$294.6K (-$13.4K)
Filed 2026-10-16
Edge Wealth Management LLC
UNCHANGED
Shares2,324 from 2,324
Change0 (0%)
Value$295.6K (-$19.1K)
Filed 2026-10-13
Kimelman & Baird, LLC
UNCHANGED
Shares2,323 from 2,323
Change0 (0%)
Value$294.4K (-$20.2K)
Filed 2026-11-03
MJT & Associates Financial Advisory Group, Inc.
DECREASED
Shares2,321 from 2,366
Change-45 (-2%)
Value$294.1K (-$26.2K)
Filed 2026-10-07
Madden Securities Corp
NEW
Shares2,306
Change+2,306
Value$292.2K
Filed 2026-10-27
Advisors Preferred, LLC
DECREASED
Shares2,302 from 6,266
Change-3,964 (-63%)
Value$289.8K (-$613.9K)
Filed 2026-11-09
Lifestyle Asset Management, Inc.
INCREASED
Shares2,295 from 1,824
Change+471 (+26%)
Value$290.8K (+$43.8K)
Filed 2026-10-20
Gibraltar Capital Management, Inc.
INCREASED
Shares2,293 from 2,253
Change+40 (+2%)
Value$290.6K (-$14.5K)
Filed 2026-10-27
Hubbell Strickland Wealth Management, LLC
INCREASED
Shares2,289 from 2,285
Change+4 (+0%)
Value$290.0K (-$19.3K)
Filed 2026-10-29
Heritage Family Offices, LLP
DECREASED
Shares2,281 from 4,252
Change-1,971 (-46%)
Value$289.0K (-$286.7K)
Filed 2026-11-02
Hurlow Wealth Management Group, Inc.
DECREASED
Shares2,278 from 2,310
Change-32 (-1%)
Value$288.7K (-$24.0K)
Filed 2026-10-29
Collaborative Fund Advisors, LLC
NEW
Shares2,274
Change+2,274
Value$288.2K
Filed 2026-11-02
Phoenix Wealth Advisors
DECREASED
Shares2,266 from 6,341
Change-4,075 (-64%)
Value$287.1K (-$571.4K)
Filed 2026-11-03
PKS Advisory Services, LLC
UNCHANGED
Shares2,265 from 2,265
Change0 (0%)
Value$306.6K ($0)
Filed 2026-10-26
Hamilton Capital, LLC
DECREASED
Shares2,264 from 3,004
Change-740 (-25%)
Value$287.0K (-$119.8K)
Filed 2026-10-08
Insight Wealth Partners, LLC
DECREASED
Shares2,261 from 2,281
Change-20 (-1%)
Value$286.5K (-$22.3K)
Filed 2026-10-26
Walled Lake Planning & Wealth Management, LLC
INCREASED
Shares2,253 from 2,252
Change+1 (+0%)
Value$285.6K (-$19.3K)
Filed 2026-10-29
Garde Capital, Inc.
INCREASED
Shares2,253 from 2,252
Change+1 (+0%)
Value$285.5K (-$19.4K)
Filed 2026-10-29
Root Financial Partners, LLC
DECREASED
Shares2,251 from 3,258
Change-1,007 (-31%)
Value$285.3K (-$155.9K)
Filed 2026-10-21
Accretive Wealth Partners, LLC
INCREASED
Shares2,250 from 2,188
Change+62 (+3%)
Value$285.1K (-$11.1K)
Filed 2026-11-06
Lipe & Dalton
UNCHANGED
Shares2,245 from 2,245
Change0 (0%)
Value$284 (-$20)
Filed 2026-10-15
Cherry Tree Wealth Management, LLC
DECREASED
Shares2,242 from 2,243
Change-1 (0%)
Value$284.1K (-$19.6K)
Filed 2026-10-15
Spectrum Asset Management, Inc. (NB )
INCREASED
Shares2,238 from 2,214
Change+24 (+1%)
Value$283.6K (-$16.2K)
Filed 2026-10-19
Allen Investment Management, LLC
UNCHANGED
Shares2,237 from 2,237
Change0 (0%)
Value$283.5K (-$19.4K)
Filed 2026-11-03
Walkner Condon Financial Advisors LLC
INCREASED
Shares2,232 from 1,946
Change+286 (+15%)
Value$282.9K (+$19.3K)
Filed 2026-11-02
Francis Financial, Inc.
DECREASED
Shares2,232 from 2,242
Change-10 (0%)
Value$282.8K (-$20.7K)
Filed 2026-11-09
BridgePort Financial Solutions, LLC
INCREASED
Shares2,226 from 1,820
Change+406 (+22%)
Value$282.0K (+$35.7K)
Filed 2026-11-02
Schear Investment Advisers, LLC
NEW
Shares2,224
Change+2,224
Value$281.9K
Filed 2026-10-14
Tempo Wealth, LLC
INCREASED
Shares2,224 from 2,219
Change+5 (+0%)
Value$281.9K (-$18.6K)
Filed 2026-10-14
AUA Capital Management, LLC
UNCHANGED
Shares2,220 from 2,220
Change0 (0%)
Value$281.3K (-$19.3K)
Filed 2026-10-15
Moss Adams Wealth Advisors LLC
DECREASED
Shares2,200 from 3,641
Change-1,441 (-40%)
Value$278.8K (-$214.2K)
Filed 2026-10-28
Spirit of America Management Corp
UNCHANGED
Shares2,200 from 2,200
Change0 (0%)
Value$278.8K (-$19.1K)
Filed 2026-10-14
Horizon Wealth Management, LLC
NEW
Shares2,196
Change+2,196
Value$278.3K
Filed 2026-11-02
Richards, Merrill & Peterson, Inc.
INCREASED
Shares2,196 from 2,091
Change+105 (+5%)
Value$278.3K (-$4.8K)
Filed 2026-10-19
West Branch Capital LLC
DECREASED
Shares2,195 from 2,301
Change-106 (-5%)
Value$278.2K (-$33.4K)
Filed 2026-10-20
Heck Capital Advisors, LLC
INCREASED
Shares2,194 from 2,102
Change+92 (+4%)
Value$278.0K (-$6.6K)
Filed 2026-10-14
Private Management Group Inc
INCREASED
Shares2,192 from 2,174
Change+18 (+1%)
Value$277.8K (-$16.6K)
Filed 2026-11-04
CMG Global Holdings, LLC
DECREASED
Shares2,191 from 2,218
Change-27 (-1%)
Value$277.6K (-$22.7K)
Filed 2026-10-14
Dodds Wealth, LLC
INCREASED
Shares2,191 from 2,172
Change+19 (+1%)
Value$277.7K (-$16.4K)
Filed 2026-11-02
Thayer Partners, LLC / MA
DECREASED
Shares2,184 from 2,390
Change-206 (-9%)
Value$276.8K (-$46.7K)
Filed 2026-11-06
Global Financial Private Client, LLC
INCREASED
Shares2,174 from 2,079
Change+95 (+5%)
Value$275.5K (-$6.0K)
Filed 2026-10-15
Freedom Financial Partners LLC
DECREASED
Shares2,174 from 2,178
Change-4 (0%)
Value$275.5K (-$19.3K)
Filed 2026-10-19
Barry Investment Advisors, LLC
INCREASED
Shares2,172 from 2,166
Change+6 (+0%)
Value$275.3K (-$18.0K)
Filed 2026-10-14
Legacy Wealth Management, LLC / MS
NEW
Shares2,168
Change+2,168
Value$274.8K
Filed 2026-10-30
Amplius Wealth Advisors, LLC
NEW
Shares2,168
Change+2,168
Value$274.7K
Filed 2026-10-20
Syverson Strege & Co
DECREASED
Shares2,168 from 2,510
Change-342 (-14%)
Value$274.7K (-$65.1K)
Filed 2026-11-02
Snider Financial Group
UNCHANGED
Shares2,168 from 2,168
Change0 (0%)
Value$274.7K (-$18.8K)
Filed 2026-10-16
bLong Financial, LLC
UNCHANGED
Shares2,164 from 2,164
Change0 (0%)
Value$274.2K (-$18.8K)
Filed 2026-10-29
Advocate Group LLC
UNCHANGED
Shares2,164 from 2,164
Change0 (0%)
Value$274.2K (-$18.8K)
Filed 2026-10-19
Mascagni Wealth Management, Inc.
DECREASED
Shares2,163 from 2,177
Change-14 (-1%)
Value$274.1K (-$20.6K)
Filed 2026-10-23
Peck Wealth Management, LLC
UNCHANGED
Shares2,162 from 2,162
Change0 (0%)
Value$274.0K (-$18.8K)
Filed 2026-10-29
LongView Wealth Management
UNCHANGED
Shares2,158 from 2,158
Change0 (0%)
Value$273.5K (-$18.7K)
Filed 2026-10-19
Leonard Rickey Investment Advisors P.L.L.C.
DECREASED
Shares2,155 from 2,239
Change-84 (-4%)
Value$273.0K (-$30.1K)
Filed 2026-10-29
BankPlus Trust Department
DECREASED
Shares2,154 from 2,347
Change-193 (-8%)
Value$273.0K (-$44.8K)
Filed 2026-11-06
Argos Wealth Advisors, LLC
DECREASED
Shares2,149 from 2,153
Change-4 (0%)
Value$272.3K (-$19.2K)
Filed 2026-11-02
Smallwood Wealth Investment Management, LLC
DECREASED
Shares2,144 from 2,395
Change-251 (-10%)
Value$271.8K (-$52.6K)
Filed 2026-10-30
Tradewinds Capital Management, LLC
INCREASED
Shares2,141 from 2,122
Change+19 (+1%)
Value$271.3K (-$16.0K)
Filed 2026-10-23
Urban Wealth Management, LLC
DECREASED
Shares2,129 from 2,509
Change-380 (-15%)
Value$269.8K (-$69.9K)
Filed 2026-10-21
GSG Advisors LLC
DECREASED
Shares2,127 from 2,217
Change-90 (-4%)
Value$269.5K (-$30.7K)
Filed 2026-11-03
Summit Investment Advisors, Inc.\KS
INCREASED
Shares2,124 from 2,117
Change+7 (+0%)
Value$269.1K (-$17.5K)
Filed 2026-11-05
Trust Co of the South
DECREASED
Shares2,108 from 2,242
Change-134 (-6%)
Value$267.1K (-$36.4K)
Filed 2026-10-21
Knuff & Co LLC
UNCHANGED
Shares2,108 from 2,108
Change0 (0%)
Value$267.1K (-$18.3K)
Filed 2026-11-06
Vision Capital Management, Inc.
DECREASED
Shares2,102 from 2,799
Change-697 (-25%)
Value$266.3K (-$112.6K)
Filed 2026-10-20
Convergence Investment Partners, LLC
INCREASED
Shares2,096 from 2,038
Change+58 (+3%)
Value$265.5K (-$10.4K)
Filed 2026-10-28
Westover Capital Advisors, LLC
DECREASED
Shares2,095 from 8,030
Change-5,935 (-74%)
Value$265.5K (-$821.8K)
Filed 2026-10-26
Independent Wealth Network Inc.
DECREASED
Shares2,095 from 2,119
Change-24 (-1%)
Value$265.4K (-$21.5K)
Filed 2026-10-19
Commonwealth Financial Services, LLC
DECREASED
Shares2,084 from 3,612
Change-1,528 (-42%)
Value$264.1K (-$224.9K)
Filed 2026-10-20
Trillium Asset Management, LLC
INCREASED
Shares2,083 from 2,046
Change+37 (+2%)
Value$264.0K (-$13.1K)
Filed 2026-11-09
FNY Investment Advisers, LLC
NEW
Shares2,076
Change+2,076
Value$263
Filed 2026-10-16
Foguth Wealth Management, Llc.
DECREASED
Shares2,069 from 2,145
Change-76 (-4%)
Value$272.0K (-$18.6K)
Filed 2026-10-19
Cox Capital Mgt LLC
UNCHANGED
Shares2,068 from 2,068
Change0 (0%)
Value$262.1K (-$18.0K)
Filed 2026-10-07
S.E.E.D. Planning Group LLC
DECREASED
Shares2,063 from 31,857
Change-29,794 (-94%)
Value$261.4K (-$4.1M)
Filed 2026-10-07
Bay Capital Advisors, LLC
DECREASED
Shares2,059 from 2,737
Change-678 (-25%)
Value$260.9K (-$109.7K)
Filed 2026-10-16
Realta Investment Advisors
INCREASED
Shares2,059 from 1,911
Change+148 (+8%)
Value$260.9K (+$2.2K)
Filed 2026-10-14
Cpwa, LLC
INCREASED
Shares2,054 from 1,836
Change+218 (+12%)
Value$260.2K (+$11.7K)
Filed 2026-11-04
10Elms LLP
INCREASED
Shares2,052 from 2,036
Change+16 (+1%)
Value$260.0K (-$15.6K)
Filed 2026-11-06
KWB Wealth
INCREASED
Shares2,050 from 2,029
Change+21 (+1%)
Value$259.7K (-$15.0K)
Filed 2026-10-16
Shikiar Asset Management Inc
UNCHANGED
Shares2,050 from 2,050
Change0 (0%)
Value$260 (-$277.7K)
Filed 2026-10-20
Factor Wealth Management LTD
INCREASED
Shares2,047 from 1,799
Change+248 (+14%)
Value$259.4K (+$15.8K)
Filed 2026-10-08
Heritage Investment Group, Inc.
DECREASED
Shares2,046 from 2,381
Change-335 (-14%)
Value$259.3K (-$63.1K)
Filed 2026-11-03
Symmetry Partners, LLC
DECREASED
Shares2,045 from 3,765
Change-1,720 (-46%)
Value$259.1K (-$250.6K)
Filed 2026-10-27
May Hill Capital, LLC
INCREASED
Shares2,045 from 1,830
Change+215 (+12%)
Value$259.2K (+$11.4K)
Filed 2026-11-03
MV Capital Management, Inc.
DECREASED
Shares2,032 from 2,077
Change-45 (-2%)
Value$257.5K (-$23.7K)
Filed 2026-10-29
Wealth Architects, LLC
DECREASED
Shares2,029 from 2,047
Change-18 (-1%)
Value$257.2K (-$20.0K)
Filed 2026-11-03
SmartHarvest Portfolios, LLC
DECREASED
Shares2,028 from 2,947
Change-919 (-31%)
Value$257.0K (-$142.1K)
Filed 2026-10-26
Syntegra Private Wealth Group, LLC
DECREASED
Shares2,025 from 2,040
Change-15 (-1%)
Value$256.6K (-$19.6K)
Filed 2026-10-13
LifeSteps Financial, Inc.
DECREASED
Shares2,022 from 2,294
Change-272 (-12%)
Value$256.2K (-$54.4K)
Filed 2026-10-15
Abacus Wealth Partners, LLC
INCREASED
Shares2,018 from 1,697
Change+321 (+19%)
Value$255.7K (+$25.9K)
Filed 2026-11-03
Horst & Graben Wealth Management LLC
DECREASED
Shares2,014 from 2,120
Change-106 (-5%)
Value$255.2K (-$44.1K)
Filed 2026-11-02
Cape Investment Advisory, Inc.
INCREASED
Shares2,007 from 1,608
Change+399 (+25%)
Value$254.3K (+$36.5K)
Filed 2026-10-13
Monument Capital Management
INCREASED
Shares2,005 from 1,766
Change+239 (+14%)
Value$254.1K (+$15.0K)
Filed 2026-10-09
Manske Wealth Management
INCREASED
Shares2,004 from 1,953
Change+51 (+3%)
Value$253.9K (-$10.5K)
Filed 2026-10-26
Community Bank of Raymore
UNCHANGED
Shares2,002 from 2,002
Change0 (0%)
Value$253.7K (-$17.4K)
Filed 2026-10-23
111 Capital
DECREASED
Shares2,001 from 34,399
Change-32,398 (-94%)
Value$253.6K (-$4.4M)
Filed 2026-11-03
Veratis Advisors, Inc.
DECREASED
Shares1,997 from 1,998
Change-1 (0%)
Value$253.1K (-$17.3K)
Filed 2026-11-03
Warwick Investment Management, Inc.
DECREASED
Shares1,996 from 2,364
Change-368 (-16%)
Value$252.9K (-$67.2K)
Filed 2026-10-19
Accuvest Global Advisors
DECREASED
Shares1,995 from 2,628
Change-633 (-24%)
Value$253.0K (-$103.0K)
Filed 2026-11-04
Gill Capital Partners, LLC
INCREASED
Shares1,995 from 1,904
Change+91 (+5%)
Value$252.8K (-$5.0K)
Filed 2026-10-13
Alerus Financial NA
DECREASED
Shares1,991 from 2,202
Change-211 (-10%)
Value$252.3K (-$45.9K)
Filed 2026-11-09
Sterling Group Wealth Management, LLC
DECREASED
Shares1,984 from 2,384
Change-400 (-17%)
Value$251.5K (-$71.4K)
Filed 2026-11-03
Stenger Family Office, LLC
INCREASED
Shares1,982 from 1,831
Change+151 (+8%)
Value$252.4K (+$4.4K)
Filed 2026-10-22
Legacy Advisors, LLC
DECREASED
Shares1,980 from 15,046
Change-13,066 (-87%)
Value$250.9K (-$1.8M)
Filed 2026-10-19
BAM Wealth Management, LLC
NEW
Shares1,979
Change+1,979
Value$250.8K
Filed 2026-10-15
Arsenal Capital Advisors LLC
INCREASED
Shares1,978 from 1,825
Change+153 (+8%)
Value$250.7K (+$3.6K)
Filed 2026-11-02
Key Client Fiduciary Advisors, LLC
INCREASED
Shares1,977 from 1,886
Change+91 (+5%)
Value$250.5K (-$4.8K)
Filed 2026-10-19
Ascentis Wealth Management, LLC
INCREASED
Shares1,976 from 1,533
Change+443 (+29%)
Value$250.5K (+$42.9K)
Filed 2026-11-03
Castleview Partners, LLC
DECREASED
Shares1,974 from 2,074
Change-100 (-5%)
Value$250.1K (-$30.7K)
Filed 2026-10-09
New Covenant Trust Company, N.A.
INCREASED
Shares1,972 from 1,685
Change+287 (+17%)
Value$249.9K (+$21.7K)
Filed 2026-10-08
Tennessee Valley Asset Management Partners
DECREASED
Shares1,968 from 1,971
Change-3 (0%)
Value$249.4K (-$17.5K)
Filed 2026-11-03
Columbus Macro, LLC
INCREASED
Shares1,961 from 1,882
Change+79 (+4%)
Value$248.5K (-$6.3K)
Filed 2026-10-14
Sage Private Wealth Group, LLC
INCREASED
Shares1,959 from 1,923
Change+36 (+2%)
Value$248.2K (-$12.2K)
Filed 2026-10-21
Scott & Selber, Inc.
UNCHANGED
Shares1,950 from 1,950
Change0 (0%)
Value$247.2K (-$16.9K)
Filed 2026-10-21
Shulman DeMeo Asset Management LLC
DECREASED
Shares1,946 from 1,964
Change-18 (-1%)
Value$244.5K (-$21.4K)
Filed 2026-10-09
Triton Wealth Management, Pllc
DECREASED
Shares1,942 from 1,987
Change-45 (-2%)
Value$268.8K (-$14.4K)
Filed 2026-11-04
OFS Enterprise LLC
INCREASED
Shares1,941 from 1,930
Change+11 (+1%)
Value$245.9K (-$15.4K)
Filed 2026-10-16
Roberts Wealth Advisors, LLC
UNCHANGED
Shares1,940 from 1,940
Change0 (0%)
Value$245.8K (-$16.8K)
Filed 2026-10-14
Prevail Innovative Wealth Advisors, LLC
DECREASED
Shares1,939 from 26,529
Change-24,590 (-93%)
Value$239.9K (-$3.4M)
Filed 2026-10-20
Invenio Wealth Partners LLC
DECREASED
Shares1,939 from 2,091
Change-152 (-7%)
Value$245.7K (-$37.4K)
Filed 2026-10-20
SJS Investment Consulting Inc.
DECREASED
Shares1,937 from 2,015
Change-78 (-4%)
Value$245.5K (-$27.4K)
Filed 2026-10-26
DBK Financial Counsel, LLC
NEW
Shares1,936
Change+1,936
Value$245.3K
Filed 2026-10-13
Greenwood Gearhart LLC
DECREASED
Shares1,934 from 2,337
Change-403 (-17%)
Value$245.0K (-$71.4K)
Filed 2026-11-02
Seven Hills Financial, LLC
NEW
Shares1,921
Change+1,921
Value$243.4K
Filed 2026-10-13
Presper Financial Architects, LLC
UNCHANGED
Shares1,921 from 1,921
Change0 (0%)
Value$243.5K (-$16.7K)
Filed 2026-11-09
Hara Capital LLC
UNCHANGED
Shares1,916 from 1,916
Change0 (0%)
Value$242.8K (-$16.6K)
Filed 2026-10-30
Sun Group Wealth Partners
UNCHANGED
Shares1,910 from 1,910
Change0 (0%)
Value$242.0K (-$16.6K)
Filed 2026-10-26
White Lighthouse Investment Management Inc.
DECREASED
Shares1,902 from 1,918
Change-16 (-1%)
Value$241.0K (-$18.7K)
Filed 2026-10-21
CGC Financial Services, LLC
INCREASED
Shares1,902 from 1,901
Change+1 (+0%)
Value$241.0K (-$16.4K)
Filed 2026-10-13
RBA Wealth Management, LLC
NEW
Shares1,899
Change+1,899
Value$240.6K
Filed 2026-10-28
R.H. Investment Group, LLC
INCREASED
Shares1,885 from 1,880
Change+5 (+0%)
Value$238.9K (-$15.7K)
Filed 2026-11-09
Focused Wealth Management, Inc
DECREASED
Shares1,883 from 2,839
Change-956 (-34%)
Value$238.7K (-$145.8K)
Filed 2026-10-30
Keyes, Stange & Wooten Wealth Management, LLC
UNCHANGED
Shares1,879 from 1,879
Change0 (0%)
Value$238.1K (-$16.3K)
Filed 2026-11-03
Townsend Asset Management Corp
DECREASED
Shares1,867 from 1,888
Change-21 (-1%)
Value$236.6K (-$19.0K)
Filed 2026-10-29
Strathmore Capital Advisors, Inc.
DECREASED
Shares1,863 from 2,536
Change-673 (-27%)
Value$263.3K (-$79.1K)
Filed 2026-11-09
Crescent Grove Advisors, LLC
NEW
Shares1,855
Change+1,855
Value$235.1K
Filed 2026-10-21
Capital Square, LLC
INCREASED
Shares1,854 from 1,852
Change+2 (+0%)
Value$235.1K (-$19.4K)
Filed 2026-10-19
Peoples Bank
DECREASED
Shares1,853 from 1,998
Change-145 (-7%)
Value$234.8K (-$35.7K)
Filed 2026-10-26
Rise Advisors, LLC
INCREASED
Shares1,852 from 1,581
Change+271 (+17%)
Value$234.7K (+$20.6K)
Filed 2026-10-16
Reap Financial Group, LLC
INCREASED
Shares1,852 from 1,682
Change+170 (+10%)
Value$234.7K (+$7.0K)
Filed 2026-11-02
Ironwood Financial, llc
UNCHANGED
Shares1,845 from 1,845
Change0 (0%)
Value$233.8K (-$21.7K)
Filed 2026-10-20
Centerpoint Advisors, LLC
DECREASED
Shares1,844 from 1,918
Change-74 (-4%)
Value$234 (-$259.8K)
Filed 2026-11-05
Bank of Stockton
UNCHANGED
Shares1,844 from 1,844
Change0 (0%)
Value$233.7K (-$16.0K)
Filed 2026-10-20
Woodley Farra Manion Portfolio Management Inc
DECREASED
Shares1,840 from 1,915
Change-75 (-4%)
Value$233.2K (-$26.1K)
Filed 2026-11-05
Glass Wealth Management Co LLC
INCREASED
Shares1,835 from 1,816
Change+19 (+1%)
Value$232.5K (-$13.4K)
Filed 2026-10-28
Capital City Trust Co
DECREASED
Shares1,833 from 2,633
Change-800 (-30%)
Value$232.3K (-$124.2K)
Filed 2026-10-22
J.P. Marvel Investment Advisors, LLC
UNCHANGED
Shares1,832 from 1,832
Change0 (0%)
Value$232.2K (-$15.9K)
Filed 2026-11-02
Cassia Capital Partners, LLC
DECREASED
Shares1,829 from 1,877
Change-48 (-3%)
Value$231.8K (-$22.4K)
Filed 2026-11-04
Traub Capital Management LLC
UNCHANGED
Shares1,827 from 1,827
Change0 (0%)
Value$231.5K (-$15.9K)
Filed 2026-11-09
Provident Wealth Management, LLC
INCREASED
Shares1,821 from 1,521
Change+300 (+20%)
Value$230.8K (+$24.8K)
Filed 2026-10-20
McHugh Group, LLC
UNCHANGED
Shares1,820 from 1,820
Change0 (0%)
Value$230.6K (-$15.8K)
Filed 2026-10-19
Cetera Trust Company, N.a
DECREASED
Shares1,814 from 1,872
Change-58 (-3%)
Value$229.9K (-$23.6K)
Filed 2026-11-09
55 North Private Wealth, LLC
DECREASED
Shares1,812 from 1,918
Change-106 (-6%)
Value$229.6K (-$30.1K)
Filed 2026-10-20
Birchwood Financial Partners, Inc.
INCREASED
Shares1,808 from 1,783
Change+25 (+1%)
Value$229.1K (-$12.3K)
Filed 2026-11-02
Pettinga Financial Advisors LLC
DECREASED
Shares1,808 from 1,832
Change-24 (-1%)
Value$229.1K (-$19.0K)
Filed 2026-10-13
Landmark Wealth Management, LLC
DECREASED
Shares1,808 from 1,809
Change-1 (0%)
Value$229.1K (-$15.8K)
Filed 2026-11-03
Farrell Financial LLC
INCREASED
Shares1,806 from 1,762
Change+44 (+3%)
Value$228.9K (-$9.7K)
Filed 2026-10-16
Henderson Brothers Financial Partners, LLC
DECREASED
Shares1,805 from 1,830
Change-25 (-1%)
Value$228.8K (-$19.0K)
Filed 2026-11-03
Legacy Capital Wealth Partners, LLC
NEW
Shares1,803
Change+1,803
Value$228.5K
Filed 2026-10-21
Prairiewood Capital, LLC
UNCHANGED
Shares1,800 from 1,800
Change0 (0%)
Value$228.1K (-$15.6K)
Filed 2026-10-16
Aufman Associates Inc
UNCHANGED
Shares1,797 from 1,797
Change0 (0%)
Value$227.7K (-$15.6K)
Filed 2026-11-04
Cannon Financial Strategists, Inc.
UNCHANGED
Shares1,796 from 1,796
Change0 (0%)
Value$227.6K (-$15.6K)
Filed 2026-10-19
Fortis Group Advisors, LLC
INCREASED
Shares1,791 from 1,670
Change+121 (+7%)
Value$245.4K (+$19.3K)
Filed 2026-11-06
Financial Perspectives, Inc
INCREASED
Shares1,790 from 1,637
Change+153 (+9%)
Value$226.8K (+$5.1K)
Filed 2026-11-03
Rosenberg Matthew Hamilton
DECREASED
Shares1,786 from 2,225
Change-439 (-20%)
Value$226.3K (-$74.9K)
Filed 2026-10-05
DT Investment Partners, LLC
INCREASED
Shares1,786 from 1,708
Change+78 (+5%)
Value$226.3K (-$4.9K)
Filed 2026-10-27
Harfst & Associates, Inc.
INCREASED
Shares1,786 from 1,785
Change+1 (+0%)
Value$226.3K (-$15.4K)
Filed 2026-10-20
Ejmk Ventures LLC
INCREASED
Shares1,782 from 1,638
Change+144 (+9%)
Value$225.8K (+$4.0K)
Filed 2026-10-21
Skyline Advisors, Inc.
INCREASED
Shares1,774 from 1,657
Change+117 (+7%)
Value$224.8K (+$390)
Filed 2026-11-03
4Wealth Advisors, Inc.
DECREASED
Shares1,772 from 5,467
Change-3,695 (-68%)
Value$228.1K (-$530.0K)
Filed 2026-10-13
Richardson Financial Services Inc.
INCREASED
Shares1,771 from 1,549
Change+222 (+14%)
Value$224.4K (+$14.7K)
Filed 2026-10-30
Family Investment Center, Inc.
DECREASED
Shares1,770 from 1,860
Change-90 (-5%)
Value$224.3K (-$27.6K)
Filed 2026-10-19
JTC Employer Solutions Trustee Ltd
UNCHANGED
Shares1,770 from 1,770
Change0 (0%)
Value$224 (-$239.8K)
Filed 2026-11-09
Grant Street Asset Management, Inc.
NEW
Shares1,768
Change+1,768
Value$224.1K
Filed 2026-10-26
Silver Grove Financial Group, Inc.
INCREASED
Shares1,764 from 1,627
Change+137 (+8%)
Value$223.5K (+$3.3K)
Filed 2026-11-05
Legacy Financial Independent Advisors LLC
UNCHANGED
Shares1,764 from 1,764
Change0 (0%)
Value$223.5K (-$15.3K)
Filed 2026-11-02
Elevation Wealth Partners, LLC
DECREASED
Shares1,762 from 2,408
Change-646 (-27%)
Value$223.2K (-$102.8K)
Filed 2026-10-07
Towerpoint Wealth, LLC
DECREASED
Shares1,761 from 1,810
Change-49 (-3%)
Value$223.2K (-$21.9K)
Filed 2026-10-13
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares1,761 from 1,761
Change0 (0%)
Value$238.4K ($0)
Filed 2026-11-03
Peachtree Investment Partners, LLC
DECREASED
Shares1,760 from 2,861
Change-1,101 (-38%)
Value$223.1K (-$164.3K)
Filed 2026-11-05
Spectrum Advisors, Inc.
UNCHANGED
Shares1,756 from 1,756
Change0 (0%)
Value$222.5K (-$15.2K)
Filed 2026-11-03
Centurion Wealth Management LLC
DECREASED
Shares1,755 from 1,810
Change-55 (-3%)
Value$222.4K (-$22.7K)
Filed 2026-10-13
Frederick Financial Consultants, LLC
INCREASED
Shares1,754 from 1,739
Change+15 (+1%)
Value$222.2K (-$13.2K)
Filed 2026-10-29
Tower Trust & Investment Co
UNCHANGED
Shares1,753 from 1,753
Change0 (0%)
Value$222.1K (-$15.2K)
Filed 2026-10-28
15 Wealth Advisors LLC
NEW
Shares1,752
Change+1,752
Value$222.1K
Filed 2026-10-14
TFC Financial Management, Inc.
DECREASED
Shares1,751 from 1,851
Change-100 (-5%)
Value$221.9K (-$28.7K)
Filed 2026-10-26
Kaufman Rossin Wealth, LLC
NEW
Shares1,749
Change+1,749
Value$221.7K
Filed 2026-10-19
Apollon Financial, LLC
DECREASED
Shares1,748 from 1,874
Change-126 (-7%)
Value$221.5K (-$32.3K)
Filed 2026-10-23
MBL Wealth, LLC
DECREASED
Shares1,745 from 2,530
Change-785 (-31%)
Value$221.1K (-$121.4K)
Filed 2026-10-22
Regent Peak Wealth Advisors LLC
DECREASED
Shares1,745 from 2,151
Change-406 (-19%)
Value$221.1K (-$70.1K)
Filed 2026-10-13
TMB Capital Partners, LLC
INCREASED
Shares1,742 from 1,495
Change+247 (+17%)
Value$220.7K (+$18.3K)
Filed 2026-10-20
Bull Oak Capital, LLC
UNCHANGED
Shares1,739 from 1,739
Change0 (0%)
Value$220.4K (-$15.1K)
Filed 2026-10-23
Nova Financial LLC
NEW
Shares1,736
Change+1,736
Value$220.0K
Filed 2026-11-04
Lazari Capital Management, Inc.
INCREASED
Shares1,735 from 1,709
Change+26 (+2%)
Value$219.9K (-$11.5K)
Filed 2026-10-20
Ledgewood Wealth Advisors, LLC
UNCHANGED
Shares1,735 from 1,735
Change0 (0%)
Value$219.9K (-$15.1K)
Filed 2026-10-09
Meridian Management Co
UNCHANGED
Shares1,733 from 1,733
Change0 (0%)
Value$219.6K (-$15.0K)
Filed 2026-11-06
Blume Capital Management, Inc.
UNCHANGED
Shares1,733 from 1,733
Change0 (0%)
Value$219.6K (-$15.0K)
Filed 2026-10-26
Clearwater Capital Advisors, LLC
DECREASED
Shares1,732 from 1,743
Change-11 (-1%)
Value$219.4K (-$16.5K)
Filed 2026-11-06
Sulzberger Capital Advisors, Inc.
UNCHANGED
Shares1,730 from 1,730
Change0 (0%)
Value$219.2K (-$15.0K)
Filed 2026-10-20
truNorth Financial Services, Inc.
UNCHANGED
Shares1,729 from 1,729
Change0 (0%)
Value$219.1K (-$15.0K)
Filed 2026-11-06
M.E. Allison & Co., Inc.
UNCHANGED
Shares1,722 from 1,722
Change0 (0%)
Value$218.2K (-$14.9K)
Filed 2026-10-09
Jacobsen Capital Management
DECREASED
Shares1,720 from 2,191
Change-471 (-21%)
Value$218.0K (-$78.7K)
Filed 2026-10-27
Clearwave Capital, LLC
INCREASED
Shares1,717 from 1,518
Change+199 (+13%)
Value$217.5K (+$12.0K)
Filed 2026-10-27
Central Valley Advisors, LLC
DECREASED
Shares1,717 from 1,763
Change-46 (-3%)
Value$217.6K (-$21.1K)
Filed 2026-10-27
Advantage Trust Co
UNCHANGED
Shares1,717 from 1,717
Change0 (0%)
Value$217.6K (-$14.9K)
Filed 2026-10-19
Milestone Asset Management, LLC
DECREASED
Shares1,716 from 36,847
Change-35,131 (-95%)
Value$217.5K (-$4.8M)
Filed 2026-10-15
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares1,716 from 5,708
Change-3,992 (-70%)
Value$217.4K (-$555.4K)
Filed 2026-10-14
Montis Financial, LLC
DECREASED
Shares1,716 from 2,530
Change-814 (-32%)
Value$217.5K (-$125.1K)
Filed 2026-11-04
Baron Wealth Management LLC
DECREASED
Shares1,714 from 1,916
Change-202 (-11%)
Value$217.2K (-$42.2K)
Filed 2026-10-27
Nemes Rush Group LLC
DECREASED
Shares1,710 from 1,746
Change-36 (-2%)
Value$216.7K (-$19.7K)
Filed 2026-11-04
Orser Capital Management, LLC
UNCHANGED
Shares1,710 from 1,710
Change0 (0%)
Value$216.7K (-$14.8K)
Filed 2026-10-13
Maia Wealth LLC
DECREASED
Shares1,707 from 2,095
Change-388 (-19%)
Value$216.3K (-$67.4K)
Filed 2026-10-19
Convergence Financial, LLC
DECREASED
Shares1,703 from 2,559
Change-856 (-33%)
Value$215.8K (-$130.7K)
Filed 2026-10-27
Fishman JAY A LTD
UNCHANGED
Shares1,700 from 1,700
Change0 (0%)
Value$215.4K (-$14.8K)
Filed 2026-10-26
Consolidated Capital Management, LLC
UNCHANGED
Shares1,700 from 1,700
Change0 (0%)
Value$215.4K (-$14.8K)
Filed 2026-10-13
GLR Partners, LLC
UNCHANGED
Shares1,699 from 1,699
Change0 (0%)
Value$215.3K (-$14.7K)
Filed 2026-11-04
Canvas Wealth Advisors, LLC
DECREASED
Shares1,697 from 2,602
Change-905 (-35%)
Value$227.0K (-$125.3K)
Filed 2026-11-02
Parcion Private Wealth LLC
DECREASED
Shares1,693 from 5,869
Change-4,176 (-71%)
Value$214.5K (-$580.1K)
Filed 2026-10-28
Fermata Advisors, LLC
DECREASED
Shares1,693 from 2,474
Change-781 (-32%)
Value$214.5K (-$120.4K)
Filed 2026-10-13
Vista Capital Partners, Inc.
INCREASED
Shares1,693 from 1,673
Change+20 (+1%)
Value$214.6K (-$12.0K)
Filed 2026-11-06
Old Peak Finance LLC
DECREASED
Shares1,688 from 1,722
Change-34 (-2%)
Value$213.9K (-$19.3K)
Filed 2026-11-02
JSF Financial, LLC
INCREASED
Shares1,682 from 1,483
Change+199 (+13%)
Value$213.2K (+$12.3K)
Filed 2026-10-22
Kane Co Wealth Management, Inc.
UNCHANGED
Shares1,680 from 1,680
Change0 (0%)
Value$212.9K (-$14.6K)
Filed 2026-11-04
Penobscot Wealth Management
DECREASED
Shares1,679 from 1,690
Change-11 (-1%)
Value$212.8K (-$16.1K)
Filed 2026-10-21
Tiller Private Wealth, Inc.
UNCHANGED
Shares1,679 from 1,679
Change0 (0%)
Value$212.8K (-$14.6K)
Filed 2026-10-26
Eurizon SLJ Capital Ltd
INCREASED
Shares1,675 from 1,287
Change+388 (+30%)
Value$212.3K (+$38.0K)
Filed 2026-11-06
Lazard Freres Gestion S.A.S.
UNCHANGED
Shares1,665 from 1,665
Change0 (0%)
Value$210 (-$224.8K)
Filed 2026-11-03
Next Level Private LLC
UNCHANGED
Shares1,659 from 1,659
Change0 (0%)
Value$210.2K (-$14.4K)
Filed 2026-10-20
Chemistry Wealth Management LLC
UNCHANGED
Shares1,652 from 1,652
Change0 (0%)
Value$209.3K (-$14.3K)
Filed 2026-10-16
Cane Capital Partners, LLC
NEW
Shares1,647
Change+1,647
Value$208.7K
Filed 2026-10-23
Cortland Associates Inc
UNCHANGED
Shares1,640 from 1,640
Change0 (0%)
Value$208.0K (-$14.0K)
Filed 2026-10-29
Firestone Capital Management
UNCHANGED
Shares1,634 from 1,634
Change0 (0%)
Value$207.1K (-$14.2K)
Filed 2026-11-03
Vigilare Wealth Management
UNCHANGED
Shares1,634 from 1,634
Change0 (0%)
Value$207.1K (-$14.2K)
Filed 2026-10-29
Tortuga Wealth Management, Inc
NEW
Shares1,631
Change+1,631
Value$206.7K
Filed 2026-10-27
Talbot Financial, LLC
UNCHANGED
Shares1,630 from 1,630
Change0 (0%)
Value$206.6K (-$14.1K)
Filed 2026-10-19
GEM Asset Management, LLC
NEW
Shares1,625
Change+1,625
Value$205.9K
Filed 2026-10-13
Ameliora Wealth Management Ltd.
UNCHANGED
Shares1,614 from 1,614
Change0 (0%)
Value$204.5K (-$14.0K)
Filed 2026-10-23
Optima Capital LLC
DECREASED
Shares1,613 from 1,997
Change-384 (-19%)
Value$204.4K (-$66.1K)
Filed 2026-10-29
RFG - Bristol Wealth Advisors, LLC
DECREASED
Shares1,613 from 1,824
Change-211 (-12%)
Value$204.4K (-$42.6K)
Filed 2026-10-09
Tanager Wealth Management LLP
DECREASED
Shares1,611 from 1,692
Change-81 (-5%)
Value$204.1K (-$25.0K)
Filed 2026-10-19
Three Magnolias Financial Advisors, LLC
UNCHANGED
Shares1,611 from 1,611
Change0 (0%)
Value$204.1K (-$14.0K)
Filed 2026-10-14
Sage Capital Management, LLC
UNCHANGED
Shares1,600 from 1,600
Change0 (0%)
Value$202.8K (-$13.9K)
Filed 2026-10-20
Manchester Financial Inc
INCREASED
Shares1,598 from 1,596
Change+2 (+0%)
Value$202.4K (-$13.7K)
Filed 2026-10-15
TFB Advisors LLC
DECREASED
Shares1,596 from 1,672
Change-76 (-5%)
Value$202.2K (-$24.1K)
Filed 2026-11-02
TrueWealth Advisors, LLC
INCREASED
Shares1,596 from 1,595
Change+1 (+0%)
Value$202.2K (-$13.7K)
Filed 2026-10-09
Lakeshore Financial Planning, Inc.
DECREASED
Shares1,594 from 1,599
Change-5 (0%)
Value$202.0K (-$14.7K)
Filed 2026-10-13
Stillwater Wealth Management Group
DECREASED
Shares1,590 from 1,690
Change-100 (-6%)
Value$201.5K (-$27.3K)
Filed 2026-10-21
MFG Investments, LLC
NEW
Shares1,587
Change+1,587
Value$201.2K
Filed 2026-10-30
waypoint wealth counsel
DECREASED
Shares1,586 from 1,900
Change-314 (-17%)
Value$201.0K (-$56.3K)
Filed 2026-10-22
Enclave Advisors LLC
DECREASED
Shares1,583 from 1,712
Change-129 (-8%)
Value$200.6K (-$31.2K)
Filed 2026-10-14
Wellington Grp LLC
DECREASED
Shares1,581 from 2,817
Change-1,236 (-44%)
Value$200.3K (-$181.1K)
Filed 2026-11-06
Cynosure Group, LLC
NEW
Shares1,580
Change+1,580
Value$200.2K
Filed 2026-11-03
Destiny Wealth Partners, LLC
DECREASED
Shares1,571 from 1,790
Change-219 (-12%)
Value$220.6K (-$29.2K)
Filed 2026-11-05
University of Texas S AM Investment Management Co
INCREASED
Shares1,542 from 1,530
Change+12 (+1%)
Value$195.4K (-$11.8K)
Filed 2026-11-03
Wilkerson Advisory Group LLC
DECREASED
Shares1,537 from 1,547
Change-10 (-1%)
Value$194.7K (-$14.8K)
Filed 2026-10-20
Byrne Asset Management LLC
INCREASED
Shares1,513 from 1,113
Change+400 (+36%)
Value$190.0K (+$39.3K)
Filed 2026-10-06
Stone House Investment Management, LLC
INCREASED
Shares1,511 from 1,410
Change+101 (+7%)
Value$191.4K (+$538)
Filed 2026-10-23
Ellerson Group Inc
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$205.9K (+$2.8K)
Filed 2026-11-04
Sawyer & Company, Inc
UNCHANGED
Shares1,487 from 1,487
Change0 (0%)
Value$188.4K (-$12.9K)
Filed 2026-10-21
Willow Creek Capital Management, Inc.
UNCHANGED
Shares1,481 from 1,481
Change0 (0%)
Value$200.6K ($0)
Filed 2026-10-16
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares1,449 from 605
Change+844 (+140%)
Value$183.7K (+$101.7K)
Filed 2026-10-16
Owl Creek Wealth Partners LLC
DECREASED
Shares1,447 from 1,805
Change-358 (-20%)
Value$183.4K (-$61.0K)
Filed 2026-10-20
Essential Partners LLC
DECREASED
Shares1,439 from 4,547
Change-3,108 (-68%)
Value$182.4K (-$433.3K)
Filed 2026-10-14
Signature Equity Partners, LLC
INCREASED
Shares1,397 from 1,213
Change+184 (+15%)
Value$177.0K (+$12.8K)
Filed 2026-10-29
Triumph Capital Management
DECREASED
Shares1,388 from 1,444
Change-56 (-4%)
Value$175.9K (-$19.6K)
Filed 2026-10-14
GGM Financial LLC
INCREASED
Shares1,327 from 1,318
Change+9 (+1%)
Value$168.2K (-$10.3K)
Filed 2026-11-05
Main Street Group, LTD
DECREASED
Shares1,311 from 4,049
Change-2,738 (-68%)
Value$166.1K (-$382.1K)
Filed 2026-10-28
Lloyd Advisory Services, Llc.
INCREASED
Shares1,305 from 1,096
Change+209 (+19%)
Value$165.4K (+$16.9K)
Filed 2026-11-02
Payden & Rygel
DECREASED
Shares1,280 from 2,380
Change-1,100 (-46%)
Value$162 (-$321.8K)
Filed 2026-10-28
Markowski Investments
DECREASED
Shares1,263 from 1,273
Change-10 (-1%)
Value$160.0K (-$12.3K)
Filed 2026-10-30
Blue Bell Private Wealth Management, LLC
DECREASED
Shares1,260 from 1,524
Change-264 (-17%)
Value$159.7K (-$46.7K)
Filed 2026-10-29
GK Wealth Management LLC
NEW
Shares1,245
Change+1,245
Value$157.7K
Filed 2026-10-09
Monetary Solutions, Ltd
UNCHANGED
Shares1,193 from 1,193
Change0 (0%)
Value$151.2K (-$10.4K)
Filed 2026-10-22
Tidemark, LLC
INCREASED
Shares1,175 from 963
Change+212 (+22%)
Value$148.9K (+$18.5K)
Filed 2026-11-09
Mascoma Wealth Management LLC
DECREASED
Shares1,165 from 1,167
Change-2 (0%)
Value$147.6K (-$10.4K)
Filed 2026-10-23
WPG Advisers, LLC
DECREASED
Shares1,153 from 1,191
Change-38 (-3%)
Value$146.1K (-$15.2K)
Filed 2026-10-27
Silvant Capital Management LLC
UNCHANGED
Shares1,146 from 1,146
Change0 (0%)
Value$145.2K (-$9.9K)
Filed 2026-11-09
Hoese & Co LLP
DECREASED
Shares1,100 from 1,600
Change-500 (-31%)
Value$139.4K (-$77.2K)
Filed 2026-10-21
New England Capital Financial Advisors LLC
INCREASED
Shares1,088 from 1,080
Change+8 (+1%)
Value$137.9K (-$8.4K)
Filed 2026-11-03
Fulcrum Asset Management LLP
INCREASED
Shares1,085 from 831
Change+254 (+31%)
Value$139.6K (+$24.4K)
Filed 2026-11-04
CrossGen Wealth, LLC
DECREASED
Shares1,081 from 1,108
Change-27 (-2%)
Value$137.0K (-$13.0K)
Filed 2026-10-30
Darwin Wealth Management, LLC
INCREASED
Shares1,063 from 844
Change+219 (+26%)
Value$134.8K (+$20.4K)
Filed 2026-11-09
James T. Borello RIA
INCREASED
Shares1,036 from 999
Change+37 (+4%)
Value$131.3K (-$4.0K)
Filed 2026-10-16
Brown Shipley& Co Ltd
UNCHANGED
Shares1,006 from 1,006
Change0 (0%)
Value$127.5K (-$8.7K)
Filed 2026-10-09
Barrett & Company, Inc.
DECREASED
Shares998 from 1,264
Change-266 (-21%)
Value$126.5K (-$44.7K)
Filed 2026-10-22
True Wealth Design, LLC
DECREASED
Shares994 from 1,835
Change-841 (-46%)
Value$126.0K (-$122.5K)
Filed 2026-10-13
Financial Freedom, LLC
NEW
Shares992
Change+992
Value$125.7K
Filed 2026-11-06
Miller Wealth Advisors, LLC
UNCHANGED
Shares951 from 951
Change0 (0%)
Value$120.5K (-$8.3K)
Filed 2026-11-02
Roble, Belko & Company, Inc
INCREASED
Shares950 from 939
Change+11 (+1%)
Value$120 (-$126.9K)
Filed 2026-11-09
Bell Investment Advisors, Inc
INCREASED
Shares936 from 625
Change+311 (+50%)
Value$118.6K (+$34.0K)
Filed 2026-10-29
Hoertkorn Richard Charles
UNCHANGED
Shares930 from 930
Change0 (0%)
Value$117.9K (-$8.1K)
Filed 2026-11-04
Winch Advisory Services, LLC
INCREASED
Shares907 from 899
Change+8 (+1%)
Value$115.0K (-$6.7K)
Filed 2026-11-06
Hughes Financial Services, LLC
DECREASED
Shares883 from 1,054
Change-171 (-16%)
Value$118.1K (-$24.6K)
Filed 2026-10-30
Rachor Investment Advisory Services, LLC
INCREASED
Shares869 from 867
Change+2 (+0%)
Value$110.1K (-$7.3K)
Filed 2026-10-29
Fairscale Capital, LLC
INCREASED
Shares868 from 865
Change+3 (+0%)
Value$119.2K (+$2.1K)
Filed 2026-11-04
Intesa Sanpaolo Wealth Management
DECREASED
Shares867 from 1,015
Change-148 (-15%)
Value$109.9K (-$27.6K)
Filed 2026-10-28
Financial Network Wealth Advisors LLC
INCREASED
Shares865 from 786
Change+79 (+10%)
Value$109.6K (+$3.2K)
Filed 2026-10-28
First Community Trust NA
DECREASED
Shares861 from 1,123
Change-262 (-23%)
Value$109.1K (-$42.9K)
Filed 2026-10-07
Paladin Advisory Group, LLC
UNCHANGED
Shares858 from 858
Change0 (0%)
Value$108.7K (-$7.4K)
Filed 2026-11-09
Morse Asset Management, Inc
DECREASED
Shares843 from 878
Change-35 (-4%)
Value$106.8K (-$12.0K)
Filed 2026-11-09
IAG Wealth Partners, LLC
DECREASED
Shares842 from 1,464
Change-622 (-42%)
Value$106.7K (-$91.5K)
Filed 2026-11-06
PlanVest Financial, Inc
INCREASED
Shares842 from 839
Change+3 (+0%)
Value$106.7K (-$7.0K)
Filed 2026-11-09
Olistico Wealth, LLC
UNCHANGED
Shares832 from 832
Change0 (0%)
Value$105.4K (-$7.2K)
Filed 2026-10-05
Proathlete Wealth Management LLC
INCREASED
Shares827 from 634
Change+193 (+30%)
Value$104.9K (+$18.9K)
Filed 2026-10-15
Roxbury Financial LLC
INCREASED
Shares782 from 719
Change+63 (+9%)
Value$99.1K (+$1.7K)
Filed 2026-10-01
William Mack & Associates, Inc.
NEW
Shares775
Change+775
Value$98.2K
Filed 2026-10-27
Cypress Capital Management LLC (WY)
UNCHANGED
Shares774 from 774
Change0 (0%)
Value$98.1K (-$6.7K)
Filed 2026-11-09
Bullock Wealth Management Group
INCREASED
Shares745 from 739
Change+6 (+1%)
Value$93.5K (-$10.7K)
Filed 2026-10-09
Marshall & Sterling Wealth Advisors Inc.
INCREASED
Shares742 from 725
Change+17 (+2%)
Value$94.0K (-$4.2K)
Filed 2026-10-28
Financial Management Professionals, Inc.
DECREASED
Shares714 from 1,270
Change-556 (-44%)
Value$90.5K (-$81.5K)
Filed 2026-10-23
Entrust Financial LLC
DECREASED
Shares714 from 781
Change-67 (-9%)
Value$90.4K (-$15.3K)
Filed 2026-11-04
Sankala Group LLC
DECREASED
Shares703 from 958
Change-255 (-27%)
Value$89.3K (-$45.6K)
Filed 2026-11-09
Vision Financial Markets LLC
INCREASED
Shares700 from 549
Change+151 (+28%)
Value$88.5K (+$13.7K)
Filed 2026-10-22
DiNuzzo Private Wealth, Inc.
DECREASED
Shares688 from 693
Change-5 (-1%)
Value$87.2K (-$6.6K)
Filed 2026-10-16
Nfsg Corp
DECREASED
Shares685 from 691
Change-6 (-1%)
Value$86.9K (-$6.7K)
Filed 2026-10-15
Highland Investment Advisors LLC
DECREASED
Shares684 from 725
Change-41 (-6%)
Value$86.7K (-$11.5K)
Filed 2026-11-09
AXS Investments LLC
DECREASED
Shares674 from 894
Change-220 (-25%)
Value$85.4K (-$35.6K)
Filed 2026-11-04
Intelligent Financial Strategies
UNCHANGED
Shares668 from 668
Change0 (0%)
Value$84.7K (-$5.8K)
Filed 2026-10-16
One River Asset Management, LLC
DECREASED
Shares642 from 873
Change-231 (-26%)
Value$81.4K (-$36.9K)
Filed 2026-10-21
Investment Research & Advisory Group, Inc.
INCREASED
Shares634 from 245
Change+389 (+159%)
Value$90.5K (+$54.0K)
Filed 2026-10-19
Friedenthal Financial
INCREASED
Shares630 from 5
Change+625 (+12500%)
Value$79.8K (+$79.2K)
Filed 2026-10-27
Beacon Financial Strategies Corp
UNCHANGED
Shares628 from 628
Change0 (0%)
Value$79.6K (-$5.5K)
Filed 2026-10-14
Acumen Wealth Advisors, LLC
INCREASED
Shares627 from 592
Change+35 (+6%)
Value$79.5K (-$703)
Filed 2026-11-05
Gleason Group, Inc.
INCREASED
Shares622 from 615
Change+7 (+1%)
Value$78.8K (-$4.4K)
Filed 2026-10-15
Dogwood Wealth Management LLC
DECREASED
Shares593 from 2,388
Change-1,795 (-75%)
Value$75.1K (-$248.2K)
Filed 2026-11-09
High Point Wealth Management, LLC
UNCHANGED
Shares588 from 588
Change0 (0%)
Value$74.6K (-$5.1K)
Filed 2026-11-05
Harbor Asset Planning, Inc.
UNCHANGED
Shares574 from 574
Change0 (0%)
Value$72.7K (-$5.0K)
Filed 2026-10-23
Adkins Seale Capital Management LLC
UNCHANGED
Shares558 from 558
Change0 (0%)
Value$70.7K (-$4.8K)
Filed 2026-10-27
Buck Wealth Strategies, LLC
INCREASED
Shares551 from 367
Change+184 (+50%)
Value$69.8K (+$20.1K)
Filed 2026-10-28
Arlington Trust Co LLC
DECREASED
Shares545 from 722
Change-177 (-25%)
Value$69.1K (-$28.7K)
Filed 2026-10-20
Accordant Advisory Group Inc
UNCHANGED
Shares541 from 541
Change0 (0%)
Value$68.6K (-$4.7K)
Filed 2026-10-29
Rothwell Investment Advisors, LLC
NEW
Shares537
Change+537
Value$68.0K
Filed 2026-11-06
Ares Financial Consulting, LLC
INCREASED
Shares533 from 511
Change+22 (+4%)
Value$67.5K (-$1.6K)
Filed 2026-10-19
Sfam, LLC
DECREASED
Shares531 from 726
Change-195 (-27%)
Value$67.2K (-$31.0K)
Filed 2026-11-03
Newton One Investments LLC
DECREASED
Shares524 from 646
Change-122 (-19%)
Value$66.4K (-$21.1K)
Filed 2026-10-14
Glass Jacobson Investment Advisors llc
DECREASED
Shares520 from 592
Change-72 (-12%)
Value$65.9K (-$14.3K)
Filed 2026-10-26
Comprehensive Financial Planning, Inc.
INCREASED
Shares519 from 516
Change+3 (+1%)
Value$65.9K (-$3.9K)
Filed 2026-10-27
Miller Global Investments, LLC
UNCHANGED
Shares510 from 510
Change0 (0%)
Value$64.6K (-$4.4K)
Filed 2026-10-02
Redwood Park Advisors LLC
INCREASED
Shares505 from 470
Change+35 (+7%)
Value$64.0K (+$387)
Filed 2026-11-02
Aspect Partners, LLC
INCREASED
Shares501 from 499
Change+2 (+0%)
Value$63.5K (-$4.1K)
Filed 2026-10-20
Kings Path Partners LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$63.4K (-$4.3K)
Filed 2026-10-21
Reyes Financial Architecture, Inc.
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$63.4K (-$4.3K)
Filed 2026-10-22
Zeit Capital LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$63.4K (-$4.3K)
Filed 2026-10-19
LFA - Lugano Financial Advisors SA
DECREASED
Shares497 from 697
Change-200 (-29%)
Value$63.0K (-$31.4K)
Filed 2026-11-03
Moisand Fitzgerald Tamayo, LLC
INCREASED
Shares495 from 403
Change+92 (+23%)
Value$62.7K (+$8.2K)
Filed 2026-10-15
Holos Integrated Wealth LLC
INCREASED
Shares489 from 185
Change+304 (+164%)
Value$65.3K (+$38.5K)
Filed 2026-10-23
Fortitude Family Office, LLC
INCREASED
Shares484 from 429
Change+55 (+13%)
Value$61.3K (+$3.2K)
Filed 2026-10-14
Abound Wealth Management
INCREASED
Shares460 from 133
Change+327 (+246%)
Value$58.3K (+$40.3K)
Filed 2026-10-26
Prudent Man Investment Management, Inc.
UNCHANGED
Shares460 from 460
Change0 (0%)
Value$58.3K (-$7.7K)
Filed 2026-11-03
Central Pacific Bank - Trust Division
DECREASED
Shares456 from 2,641
Change-2,185 (-83%)
Value$57.8K (-$299.8K)
Filed 2026-10-06
Keystone Financial Group, Inc.
UNCHANGED
Shares453 from 453
Change0 (0%)
Value$57.4K (-$3.9K)
Filed 2026-10-13
Rydar Equities, Inc.
NEW
Shares450
Change+450
Value$55.6K
Filed 2026-10-13
Downshift Financial, LLC
DECREASED
Shares433 from 442
Change-9 (-2%)
Value$54.9K (-$5.0K)
Filed 2026-10-13
Lodestone Wealth Management LLC
UNCHANGED
Shares430 from 430
Change0 (0%)
Value$54.4K (-$3.8K)
Filed 2026-10-14
Catalyst Capital Advisors LLC
INCREASED
Shares427 from 389
Change+38 (+10%)
Value$54.1K (+$1.4K)
Filed 2026-11-02
Toews Corp
UNCHANGED
Shares424 from 424
Change0 (0%)
Value$53.7K (-$3.7K)
Filed 2026-11-09
Addison Advisors LLC
INCREASED
Shares423 from 329
Change+94 (+29%)
Value$53.6K (+$9.1K)
Filed 2026-11-06
Gold Investment Management Ltd.
DECREASED
Shares419 from 676
Change-257 (-38%)
Value$53.1K (-$38.4K)
Filed 2026-10-19
Putney Financial Group LLC
NEW
Shares412
Change+412
Value$52.2K
Filed 2026-10-30
Essential Investment Partners LLC
DECREASED
Shares401 from 5,394
Change-4,993 (-93%)
Value$50.8K (-$679.5K)
Filed 2026-10-27
Burkett Financial Services, LLC
INCREASED
Shares397 from 392
Change+5 (+1%)
Value$50.3K (-$2.8K)
Filed 2026-10-01
Phillip James Consulting Co.
DECREASED
Shares394 from 403
Change-9 (-2%)
Value$49.9K (-$4.6K)
Filed 2026-11-03
Murphy & Mullick Capital Management Corp
INCREASED
Shares393 from 391
Change+2 (+1%)
Value$49.8K (-$3.2K)
Filed 2026-11-02
PFS Partners, LLC
INCREASED
Shares383 from 379
Change+4 (+1%)
Value$48.6K (-$2.8K)
Filed 2026-10-21
Cromwell Holdings LLC
DECREASED
Shares380 from 2,283
Change-1,903 (-83%)
Value$48.2K (-$261.0K)
Filed 2026-10-28
Burk Holdings LLC
DECREASED
Shares380 from 438
Change-58 (-13%)
Value$48.2K (-$11.2K)
Filed 2026-11-05
Kingdom Financial Group Llc.
INCREASED
Shares380 from 364
Change+16 (+4%)
Value$48.1K (-$1.2K)
Filed 2026-11-04
Evolution Wealth Management Inc.
DECREASED
Shares366 from 465
Change-99 (-21%)
Value$46.4K (-$16.6K)
Filed 2026-10-28
Kroeger Financial Partners
UNCHANGED
Shares366 from 366
Change0 (0%)
Value$46.4K (-$3.2K)
Filed 2026-10-19
Ulland Investment Advisors, LLC
DECREASED
Shares363 from 428
Change-65 (-15%)
Value$46 (-$12)
Filed 2026-10-13
Signature Resources Capital Management, LLC
INCREASED
Shares362 from 324
Change+38 (+12%)
Value$45.9K (+$2.0K)
Filed 2026-10-16
Asset Planning,Inc
DECREASED
Shares360 from 472
Change-112 (-24%)
Value$45.6K (-$18.3K)
Filed 2026-10-26
Align Financial, LLC
INCREASED
Shares360 from 345
Change+15 (+4%)
Value$45.6K (-$1.1K)
Filed 2026-10-16
Your Advocates Ltd., LLP
INCREASED
Shares357 from 353
Change+4 (+1%)
Value$45.2K (-$2.6K)
Filed 2026-11-03
Balance Wealth Partners LLC
NEW
Shares354
Change+354
Value$44.8K
Filed 2026-10-27
United Financial Planning Group LLC
UNCHANGED
Shares339 from 339
Change0 (0%)
Value$43.0K (-$2.9K)
Filed 2026-11-04
Planning Strategies Inc.
INCREASED
Shares338 from 267
Change+71 (+27%)
Value$42.8K (+$6.7K)
Filed 2026-10-02
RMG Wealth Management LLC
INCREASED
Shares338 from 314
Change+24 (+8%)
Value$46.7K (+$3.2K)
Filed 2026-10-26
Cheviot Value Management, LLC
UNCHANGED
Shares332 from 332
Change0 (0%)
Value$42.1K (-$2.9K)
Filed 2026-11-09
Greykasell Wealth Strategies, Inc.
UNCHANGED
Shares329 from 329
Change0 (0%)
Value$41.7K (-$2.9K)
Filed 2026-11-09
IFS Advisors, LLC
NEW
Shares326
Change+326
Value$41.4K
Filed 2026-10-14
Cdkv Holdings LLC
UNCHANGED
Shares322 from 322
Change0 (0%)
Value$40.8K (-$2.8K)
Filed 2026-10-28
Hager Investment Management Services, LLC
DECREASED
Shares321 from 329
Change-8 (-2%)
Value$40.7K (-$3.9K)
Filed 2026-11-04
Mountain Hill Investment Partners Corp.
NEW
Shares320
Change+320
Value$40.6K
Filed 2026-10-23
Tsfg, LLC
DECREASED
Shares308 from 2,058
Change-1,750 (-85%)
Value$39 (-$279.0K)
Filed 2026-10-23
Cedar Mountain Advisors, LLC
UNCHANGED
Shares304 from 304
Change0 (0%)
Value$38.5K (-$2.6K)
Filed 2026-10-15
Maryland Capital Advisors Inc.
DECREASED
Shares300 from 407
Change-107 (-26%)
Value$38.0K (-$17.1K)
Filed 2026-10-15
Bay Harbor Wealth Management, LLC
INCREASED
Shares298 from 294
Change+4 (+1%)
Value$37.8K (-$2.0K)
Filed 2026-11-03
Avion Wealth
INCREASED
Shares296 from 283
Change+13 (+5%)
Value$37 (-$38.0K)
Filed 2026-11-04
Joseph Group Capital Management
INCREASED
Shares280 from 238
Change+42 (+18%)
Value$35.5K (+$3.3K)
Filed 2026-11-04
Pacific Center for Financial Services
INCREASED
Shares280 from 278
Change+2 (+1%)
Value$35.5K (-$2.1K)
Filed 2026-10-15
Quest 10 Wealth Builders, Inc.
INCREASED
Shares274 from 141
Change+133 (+94%)
Value$34.7K (+$15.6K)
Filed 2026-11-02
Retirement Wealth Solutions LLC
INCREASED
Shares274 from 248
Change+26 (+10%)
Value$34.7K (+$1.2K)
Filed 2026-10-07
High Note Wealth, LLC
DECREASED
Shares270 from 322
Change-52 (-16%)
Value$34.2K (-$9.4K)
Filed 2026-10-27
Covestor Ltd
DECREASED
Shares269 from 271
Change-2 (-1%)
Value$34 (-$37.0K)
Filed 2026-10-30
Kozak & Associates, Inc.
DECREASED
Shares267 from 1,283
Change-1,016 (-79%)
Value$35.4K (-$145.7K)
Filed 2026-10-29
Highline Wealth Partners LLC
INCREASED
Shares266 from 258
Change+8 (+3%)
Value$33.7K (-$1.3K)
Filed 2026-10-19
Virginia Estate & Retirement Planning Advisors Inc.
UNCHANGED
Shares260 from 260
Change0 (0%)
Value$32.9K (-$2.3K)
Filed 2026-10-14
Bare Financial Services, Inc
INCREASED
Shares247 from 201
Change+46 (+23%)
Value$31.3K (+$4.1K)
Filed 2026-11-04
Dynamic Wealth Strategies, LLC
UNCHANGED
Shares220 from 220
Change0 (0%)
Value$27.9K (-$1.9K)
Filed 2026-10-16
Atlantic Private Wealth, LLC
DECREASED
Shares210 from 215
Change-5 (-2%)
Value$26.6K (-$2.5K)
Filed 2026-11-09
Networth Advisors, LLC
INCREASED
Shares209 from 207
Change+2 (+1%)
Value$26.5K (-$1.5K)
Filed 2026-11-03
Next Level Wealth Planning, LLC
NEW
Shares207
Change+207
Value$26.3K
Filed 2026-10-29
Polaris Financial Partners
NEW
Shares201
Change+201
Value$26
Filed 2026-10-02
MH & Associates Securities Management Corp
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$25.3K (-$1.7K)
Filed 2026-10-30
Noble Wealth Management PBC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$25.3K (-$1.7K)
Filed 2026-10-01
Sarver Vrooman Wealth Advisors
DECREASED
Shares195 from 336
Change-141 (-42%)
Value$24.7K (-$23.2K)
Filed 2026-10-01
Jcic Asset Management Inc.
UNCHANGED
Shares195 from 195
Change0 (0%)
Value$24.7K (-$5.6K)
Filed 2026-10-30
Sima Wealth Partners, LLC
UNCHANGED
Shares195 from 195
Change0 (0%)
Value$24.7K (-$1.7K)
Filed 2026-10-19
Creative Capital Management Investments LLC
DECREASED
Shares189 from 203
Change-14 (-7%)
Value$24.0K (-$3.5K)
Filed 2026-10-28
Activest Wealth Management
INCREASED
Shares187 from 164
Change+23 (+14%)
Value$23.7K (+$1.5K)
Filed 2026-10-15
Montgomery Financial Services LLC
INCREASED
Shares186 from 185
Change+1 (+1%)
Value$23.6K (-$1.4K)
Filed 2026-11-03
Private Wealth Management Group, LLC
INCREASED
Shares185 from 21
Change+164 (+781%)
Value$23.4K (+$20.6K)
Filed 2026-10-19
Foresight Capital Management Advisors, Inc.
NEW
Shares178
Change+178
Value$22.6K
Filed 2026-10-27
Advocate Investing Services LLC
INCREASED
Shares173 from 100
Change+73 (+73%)
Value$21.9K (+$8.4K)
Filed 2026-10-26
DecisionPoint Financial, LLC
INCREASED
Shares152 from 17
Change+135 (+794%)
Value$19.1K (+$16.7K)
Filed 2026-10-27
John Boyer, Inc.
NEW
Shares151
Change+151
Value$19.1K
Filed 2026-10-27
Whipplewood Advisors, LLC
DECREASED
Shares150 from 176
Change-26 (-15%)
Value$19.0K (-$4.8K)
Filed 2026-10-20
Daytona Street Capital LLC
UNCHANGED
Shares140 from 140
Change0 (0%)
Value$17.5K (-$1.7K)
Filed 2026-10-15
UMB Private Wealth Management, LLC
NEW
Shares139
Change+139
Value$17.6K
Filed 2026-10-19
Paladin Partners, LLC
UNCHANGED
Shares129 from 129
Change0 (0%)
Value$16.3K (-$1.1K)
Filed 2026-10-06
Aventus Investment Advisors, Inc.
UNCHANGED
Shares129 from 129
Change0 (0%)
Value$16.3K (-$1.1K)
Filed 2026-10-09
Breakwater Investment Management
INCREASED
Shares128 from 98
Change+30 (+31%)
Value$16.2K (+$3.0K)
Filed 2026-10-20
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares122 from 122
Change0 (0%)
Value$15.5K (-$1.1K)
Filed 2026-10-20
Peterson Wealth Services
UNCHANGED
Shares116 from 116
Change0 (0%)
Value$14.7K (-$1.0K)
Filed 2026-10-26
Tounjian Advisory Partners, LLC
DECREASED
Shares111 from 139
Change-28 (-20%)
Value$14.0K (-$4.8K)
Filed 2026-11-04
Lynch Investment Planning, LLC
NEW
Shares107
Change+107
Value$13.6K
Filed 2026-10-27
Decker Retirement Planning Inc.
NEW
Shares106
Change+106
Value$13.4K
Filed 2026-10-19
Bradley & Co. Private Wealth Management, LLC
UNCHANGED
Shares105 from 105
Change0 (0%)
Value$13.3K (-$912)
Filed 2026-10-23
Syntax Research, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$12.7K (-$868)
Filed 2026-11-04
Caitong International Asset Management Co., Ltd
NEW
Shares95
Change+95
Value$12.0K
Filed 2026-10-29
Midwest Capital Advisors, LLC
UNCHANGED
Shares84 from 84
Change0 (0%)
Value$10.6K (-$727)
Filed 2026-11-04
Sunrise Financial Services, LLC
UNCHANGED
Shares83 from 83
Change0 (0%)
Value$10.5K (-$720)
Filed 2026-10-21
Valued Wealth Advisors LLC
DECREASED
Shares78 from 95
Change-17 (-18%)
Value$9.9K (-$2.9K)
Filed 2026-11-05
Y.D. More Investments Ltd
INCREASED
Shares75 from 15
Change+60 (+400%)
Value$9.5K (+$7.5K)
Filed 2026-11-02
PayPay Securities Corp
DECREASED
Shares75 from 98
Change-23 (-23%)
Value$9.5K (-$3.8K)
Filed 2026-10-27
Davis Capital Management
INCREASED
Shares67 from 56
Change+11 (+20%)
Value$8.5K (+$908)
Filed 2026-10-08
IMG Wealth Management, Inc.
DECREASED
Shares66 from 113
Change-47 (-42%)
Value$8.4K (-$6.9K)
Filed 2026-10-27
Livelsberger Financial Advisory
NEW
Shares65
Change+65
Value$8.2K
Filed 2026-10-28
Dhjj Financial Advisors, Ltd.
DECREASED
Shares65 from 66
Change-1 (-2%)
Value$8.2K (-$700)
Filed 2026-10-23
Quaker Wealth Management, LLC
DECREASED
Shares63 from 796
Change-733 (-92%)
Value$8.0K (-$99.9K)
Filed 2026-10-22
Clark Wealth Partners
DECREASED
Shares61 from 95
Change-34 (-36%)
Value$7.7K (-$5.1K)
Filed 2026-10-19
Nvest Wealth Strategies, Inc.
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$7.6K (-$520)
Filed 2026-10-14
Transce3nd, LLC
INCREASED
Shares59 from 48
Change+11 (+23%)
Value$7.9K (+$1.4K)
Filed 2026-10-26
Fairman Group, LLC
UNCHANGED
Shares58 from 58
Change0 (0%)
Value$7.4K (-$503)
Filed 2026-10-26
Torren Management, LLC
INCREASED
Shares51 from 26
Change+25 (+96%)
Value$6.5K (+$3.0K)
Filed 2026-10-29
Strategic Advocates LLC
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$4.7K (-$321)
Filed 2026-11-03
Sherman Asset Management, Inc.
DECREASED
Shares36 from 358
Change-322 (-90%)
Value$4.6K (-$43.9K)
Filed 2026-11-05
Key Capital Management, Inc
DECREASED
Shares33 from 35
Change-2 (-6%)
Value$4.2K (-$557)
Filed 2026-11-03
Cornerstone National Bank & Trust Co
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$4.1K (-$513)
Filed 2026-10-20
Ironwood Wealth Management, Inc.
NEW
Shares32
Change+32
Value$4.1K
Filed 2026-10-14
Western Pacific Wealth Management, LP
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$3.8K (-$260)
Filed 2026-10-16
Hurley Capital, LLC
DECREASED
Shares27 from 30
Change-3 (-10%)
Value$3.5K (-$470)
Filed 2026-11-05
Portfolio Resources Advisor Group, Inc.
NEW
Shares26
Change+26
Value$3.3K
Filed 2026-10-20
Collier Financial
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$3.2K (-$217)
Filed 2026-11-06
Morton Brown Family Wealth, LLC
DECREASED
Shares21 from 29
Change-8 (-28%)
Value$2.7K (-$1.3K)
Filed 2026-10-23
Steph & Co
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$2.7K (-$182)
Filed 2026-10-07
POM Investment Strategies, LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$2.6K (-$161)
Filed 2026-10-20
Navigoe, LLC
INCREASED
Shares17 from 11
Change+6 (+55%)
Value$2 (+$1)
Filed 2026-11-04
CKW Financial Group
NEW
Shares10
Change+10
Value$1
Filed 2026-10-29
Palladiem, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$1.3K (-$87)
Filed 2026-11-09
Park Square Financial Group, LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$1.0K (-$69)
Filed 2026-11-09
Legacy Bridge, LLC
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$888 (-$60)
Filed 2026-10-28
3 Factor Indexing, LLC
DECREASED
Shares4 from 270
Change-266 (-99%)
Value$507 (-$36.1K)
Filed 2026-10-15
McCarley & Cook Financial Planners
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$253 (-$18)
Filed 2026-10-21
RHL Group, LLC
DECREASED
Shares1 from 79
Change-78 (-99%)
Value$131 (-$10.5K)
Filed 2026-11-04
RWC Asset Management LLP
CLOSED
Shares0 from 170,924
Change-170,924 (-100%)
Value$0 (-$23.1M)
Filed 2026-10-22
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 52,068
Change-52,068 (-100%)
Value$0 (-$7.1M)
Filed 2026-10-16
TrueMark Investments, LLC
CLOSED
Shares0 from 50,070
Change-50,070 (-100%)
Value$0 (-$6.8M)
Filed 2026-11-05
AIA Group Ltd
CLOSED
Shares0 from 28,796
Change-28,796 (-100%)
Value$0 (-$3.9M)
Filed 2026-10-30
TKG Advisors, LLC
CLOSED
Shares0 from 22,616
Change-22,616 (-100%)
Value$0 (-$3.1M)
Filed 2026-11-02
G&S Capital LLC
CLOSED
Shares0 from 21,562
Change-21,562 (-100%)
Value$0 (-$2.9M)
Filed 2026-10-23
Eagle Capital Management, LLC
CLOSED
Shares0 from 19,953
Change-19,953 (-100%)
Value$0 (-$2.7K)
Filed 2026-10-19
M3 Wealth Management, LLC
CLOSED
Shares0 from 15,202
Change-15,202 (-100%)
Value$0 (-$2.1M)
Filed 2026-11-09
Brookmont Capital Management
CLOSED
Shares0 from 14,856
Change-14,856 (-100%)
Value$0 (-$2.0M)
Filed 2026-10-23
Titan Investment Management LLC
CLOSED
Shares0 from 14,069
Change-14,069 (-100%)
Value$0 (-$1.9M)
Filed 2026-10-22
Bochk Asset Management Ltd
CLOSED
Shares0 from 13,000
Change-13,000 (-100%)
Value$0 (-$1.8M)
Filed 2026-10-29
Baypointe Partners LLC
CLOSED
Shares0 from 10,000
Change-10,000 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-22
Lummis Asset Management, LP
CLOSED
Shares0 from 9,647
Change-9,647 (-100%)
Value$0 (-$1.3M)
Filed 2026-11-09
Iams Wealth Management, LLC
CLOSED
Shares0 from 9,437
Change-9,437 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-15
Hardworking Capital Advisors, LLC
CLOSED
Shares0 from 7,691
Change-7,691 (-100%)
Value$0 (-$1.0M)
Filed 2026-10-20
Chesapeake Capital Corp
CLOSED
Shares0 from 7,597
Change-7,597 (-100%)
Value$0 (-$1.0M)
Filed 2026-11-09
Wellington Shields & Co., LLC
CLOSED
Shares0 from 6,710
Change-6,710 (-100%)
Value$0 (-$908.5K)
Filed 2026-11-03
Counterpoint Mutual Funds LLC
CLOSED
Shares0 from 5,759
Change-5,759 (-100%)
Value$0 (-$779.8K)
Filed 2026-10-16
Legacy CG, LLC
CLOSED
Shares0 from 4,854
Change-4,854 (-100%)
Value$0 (-$657.2K)
Filed 2026-10-30
World Equity Group, Inc.
CLOSED
Shares0 from 4,578
Change-4,578 (-100%)
Value$0 (-$619.9K)
Filed 2026-10-14
Prairie Advisory, LLC
CLOSED
Shares0 from 4,544
Change-4,544 (-100%)
Value$0 (-$615.3K)
Filed 2026-10-19
CPA Asset Management Group, LLC
CLOSED
Shares0 from 4,474
Change-4,474 (-100%)
Value$0 (-$605.8K)
Filed 2026-10-26
Waycross Partners, LLC
CLOSED
Shares0 from 4,433
Change-4,433 (-100%)
Value$0 (-$600.2K)
Filed 2026-11-03
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 4,252
Change-4,252 (-100%)
Value$0 (-$575.7K)
Filed 2026-10-27
Shah Wealth Advisors, LLC
CLOSED
Shares0 from 4,096
Change-4,096 (-100%)
Value$0 (-$554.6K)
Filed 2026-11-06
PCG Asset Management, LLC
CLOSED
Shares0 from 3,655
Change-3,655 (-100%)
Value$0 (-$494.9K)
Filed 2026-11-05
Sunpointe, LLC
CLOSED
Shares0 from 2,961
Change-2,961 (-100%)
Value$0 (-$400.9K)
Filed 2026-10-22
Drive Wealth Management, LLC
CLOSED
Shares0 from 2,691
Change-2,691 (-100%)
Value$0 (-$364.4K)
Filed 2026-11-09
Spectrum Strategic Capital Management, LLC
CLOSED
Shares0 from 2,660
Change-2,660 (-100%)
Value$0 (-$360.2K)
Filed 2026-10-22
Hofer & Associates. Inc
CLOSED
Shares0 from 2,649
Change-2,649 (-100%)
Value$0 (-$358.6K)
Filed 2026-10-13
Cypress Financial Planning LLC
CLOSED
Shares0 from 2,642
Change-2,642 (-100%)
Value$0 (-$357.7K)
Filed 2026-10-09
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 2,639
Change-2,639 (-100%)
Value$0 (-$357.4K)
Filed 2026-11-03
Greenspring Advisors, LLC
CLOSED
Shares0 from 2,635
Change-2,635 (-100%)
Value$0 (-$356.7K)
Filed 2026-11-05
Strata Wealth Advisors, LLC
CLOSED
Shares0 from 2,520
Change-2,520 (-100%)
Value$0 (-$341.2K)
Filed 2026-10-16
Johnson Financial Group, LLC
CLOSED
Shares0 from 2,506
Change-2,506 (-100%)
Value$0 (-$339.3K)
Filed 2026-11-03
Sound Financial Strategies Group, LLC
CLOSED
Shares0 from 2,501
Change-2,501 (-100%)
Value$0 (-$338.6K)
Filed 2026-10-30
Opal Wealth Advisors, LLC
CLOSED
Shares0 from 2,336
Change-2,336 (-100%)
Value$0 (-$316.3K)
Filed 2026-10-16
AGF Management LTD
CLOSED
Shares0 from 2,311
Change-2,311 (-100%)
Value$0 (-$312.9K)
Filed 2026-11-03
Wealth Science Advisors LLC
CLOSED
Shares0 from 2,295
Change-2,295 (-100%)
Value$0 (-$310.7K)
Filed 2026-10-09
QTR Family Wealth, LLC
CLOSED
Shares0 from 2,290
Change-2,290 (-100%)
Value$0 (-$310.0K)
Filed 2026-11-02
Investment Research Partners LLC
CLOSED
Shares0 from 2,233
Change-2,233 (-100%)
Value$0 (-$302.3K)
Filed 2026-10-19
Midwest Financial Partners Investments, Inc.
CLOSED
Shares0 from 2,227
Change-2,227 (-100%)
Value$0 (-$301.5K)
Filed 2026-10-08
Brucke Financial, Inc.
CLOSED
Shares0 from 2,170
Change-2,170 (-100%)
Value$0 (-$293.8K)
Filed 2026-10-23
National Wealth Management Group, LLC
CLOSED
Shares0 from 1,997
Change-1,997 (-100%)
Value$0 (-$270.3K)
Filed 2026-10-26
ABC Arbitrage SA
CLOSED
Shares0 from 1,992
Change-1,992 (-100%)
Value$0 (-$269.7K)
Filed 2026-10-23
Alpha Zero LLC
CLOSED
Shares0 from 1,946
Change-1,946 (-100%)
Value$0 (-$271.3K)
Filed 2026-11-06
Riversedge Advisors, LLC
CLOSED
Shares0 from 1,905
Change-1,905 (-100%)
Value$0 (-$257.9K)
Filed 2026-10-09
AGH Wealth Advisors, LLC
CLOSED
Shares0 from 1,864
Change-1,864 (-100%)
Value$0 (-$252.4K)
Filed 2026-10-26
Avail Investment Partners, LLC
CLOSED
Shares0 from 1,857
Change-1,857 (-100%)
Value$0 (-$251.4K)
Filed 2026-10-16
Kendall Capital Management
CLOSED
Shares0 from 1,841
Change-1,841 (-100%)
Value$0 (-$249.3K)
Filed 2026-10-23
Luts & Greenleigh Group, Inc.
CLOSED
Shares0 from 1,834
Change-1,834 (-100%)
Value$0 (-$248.4K)
Filed 2026-11-05
Saxon Interests, Inc.
CLOSED
Shares0 from 1,822
Change-1,822 (-100%)
Value$0 (-$246.7K)
Filed 2026-10-26
Howard Bailey Securities, LLC
CLOSED
Shares0 from 1,763
Change-1,763 (-100%)
Value$0 (-$238.8K)
Filed 2026-10-27
Colonial River Investments, LLC
CLOSED
Shares0 from 1,762
Change-1,762 (-100%)
Value$0 (-$238.6K)
Filed 2026-10-19
Walser Wealth Management Company, A Ltd Liability Co
CLOSED
Shares0 from 1,718
Change-1,718 (-100%)
Value$0 (-$232.6K)
Filed 2026-10-15
Moller Wealth Partners
CLOSED
Shares0 from 1,716
Change-1,716 (-100%)
Value$0 (-$232.3K)
Filed 2026-10-15
Grant Private Wealth Management Inc
CLOSED
Shares0 from 1,710
Change-1,710 (-100%)
Value$0 (-$231.5K)
Filed 2026-10-19
J. Derek Lewis & Associates Inc.
CLOSED
Shares0 from 1,709
Change-1,709 (-100%)
Value$0 (-$231.4K)
Filed 2026-11-03
Teamwork Financial Advisors, LLC
CLOSED
Shares0 from 1,678
Change-1,678 (-100%)
Value$0 (-$227.2K)
Filed 2026-10-19
BankChampaign, National Association
CLOSED
Shares0 from 1,667
Change-1,667 (-100%)
Value$0 (-$225.7K)
Filed 2026-10-19
Arlington Partners LLC
CLOSED
Shares0 from 1,666
Change-1,666 (-100%)
Value$0 (-$225.6K)
Filed 2026-10-20
One Day In July LLC
CLOSED
Shares0 from 1,656
Change-1,656 (-100%)
Value$0 (-$224.2K)
Filed 2026-10-30
Zinnia Wealth Advisory, LLC
CLOSED
Shares0 from 1,628
Change-1,628 (-100%)
Value$0 (-$220.4K)
Filed 2026-11-06
Gaddis Premier Wealth Advisors LLC
CLOSED
Shares0 from 1,603
Change-1,603 (-100%)
Value$0 (-$217.0K)
Filed 2026-10-29
Clark Financial Services Group Inc
CLOSED
Shares0 from 1,594
Change-1,594 (-100%)
Value$0 (-$215.8K)
Filed 2026-10-19
Kohmann Bosshard Financial Services, LLC
CLOSED
Shares0 from 1,591
Change-1,591 (-100%)
Value$0 (-$215.4K)
Filed 2026-11-04
Phillips Financial Management, LLC
CLOSED
Shares0 from 1,584
Change-1,584 (-100%)
Value$0 (-$214.5K)
Filed 2026-10-19
Seven Mile Advisory
CLOSED
Shares0 from 1,582
Change-1,582 (-100%)
Value$0 (-$214.3K)
Filed 2026-10-22
AMG Asset Management Group, Inc.
CLOSED
Shares0 from 1,579
Change-1,579 (-100%)
Value$0 (-$213.8K)
Filed 2026-10-21
Semus Wealth Partners LLC
CLOSED
Shares0 from 1,565
Change-1,565 (-100%)
Value$0 (-$211.9K)
Filed 2026-10-22
Navalign, LLC
CLOSED
Shares0 from 1,560
Change-1,560 (-100%)
Value$0 (-$211.3K)
Filed 2026-11-09
Mine & Arao Wealth Creation & Management, Llc.
CLOSED
Shares0 from 1,558
Change-1,558 (-100%)
Value$0 (-$211.0K)
Filed 2026-10-29
Atlas Wealth Partners, LLC
CLOSED
Shares0 from 1,556
Change-1,556 (-100%)
Value$0 (-$210.7K)
Filed 2026-11-03
Directional Asset Management
CLOSED
Shares0 from 1,554
Change-1,554 (-100%)
Value$0 (-$210.4K)
Filed 2026-10-22
Good Harbor Advisors, Inc.
CLOSED
Shares0 from 1,551
Change-1,551 (-100%)
Value$0 (-$210.0K)
Filed 2026-10-20
C2c Wealth Management, LLC
CLOSED
Shares0 from 1,548
Change-1,548 (-100%)
Value$0 (-$209.6K)
Filed 2026-10-20
Wealth Effects LLC
CLOSED
Shares0 from 1,534
Change-1,534 (-100%)
Value$0 (-$207.7K)
Filed 2026-10-23
Walker Asset Management, LLC
CLOSED
Shares0 from 1,527
Change-1,527 (-100%)
Value$0 (-$206.8K)
Filed 2026-10-13
Mullaney, Keating & Wright, Inc.
CLOSED
Shares0 from 1,526
Change-1,526 (-100%)
Value$0 (-$206.6K)
Filed 2026-10-19
BCR Wealth Strategies, LLC
CLOSED
Shares0 from 1,526
Change-1,526 (-100%)
Value$0 (-$206.0K)
Filed 2026-11-06
Harrell Investment Partners, LLC
CLOSED
Shares0 from 1,518
Change-1,518 (-100%)
Value$0 (-$205.5K)
Filed 2026-10-15
Guardian Capital, LLC
CLOSED
Shares0 from 1,511
Change-1,511 (-100%)
Value$0 (-$204.6K)
Filed 2026-11-06
Correct Capital Wealth Management
CLOSED
Shares0 from 1,507
Change-1,507 (-100%)
Value$0 (-$204.1K)
Filed 2026-11-02
tru Independence LLC
CLOSED
Shares0 from 1,507
Change-1,507 (-100%)
Value$0 (-$204.0K)
Filed 2026-10-20
Peterson Wealth Advisors, LLC
CLOSED
Shares0 from 1,500
Change-1,500 (-100%)
Value$0 (-$203.1K)
Filed 2026-10-08
Orgel Wealth Management, LLC
CLOSED
Shares0 from 1,500
Change-1,500 (-100%)
Value$0 (-$203.1K)
Filed 2026-10-14
Park Capital Management, LLC / WI
CLOSED
Shares0 from 1,490
Change-1,490 (-100%)
Value$0 (-$201.7K)
Filed 2026-10-13
Stonekeep Investments, LLC
CLOSED
Shares0 from 1,488
Change-1,488 (-100%)
Value$0 (-$201)
Filed 2026-10-15
Mezzasalma Advisors, LLC
CLOSED
Shares0 from 1,482
Change-1,482 (-100%)
Value$0 (-$200.6K)
Filed 2026-10-14
Financial Partners Group, Inc
CLOSED
Shares0 from 1,478
Change-1,478 (-100%)
Value$0 (-$200.1K)
Filed 2026-10-19
Insight Wealth Strategies, LLC
CLOSED
Shares0 from 1,440
Change-1,440 (-100%)
Value$0 (-$203.3K)
Filed 2026-10-09
Robinswood Financial LLC
CLOSED
Shares0 from 1,203
Change-1,203 (-100%)
Value$0 (-$162.9K)
Filed 2026-10-20
Munich Reinsurance Co Stock Corp in Munich
CLOSED
Shares0 from 853
Change-853 (-100%)
Value$0 (-$115.5K)
Filed 2026-10-30
Bullseye Investment Management, LLC
CLOSED
Shares0 from 843
Change-843 (-100%)
Value$0 (-$114.1K)
Filed 2026-10-29
Cornerstone Planning Group LLC
CLOSED
Shares0 from 689
Change-689 (-100%)
Value$0 (-$93.5K)
Filed 2026-10-16
Evolution Advisers, Inc.
CLOSED
Shares0 from 528
Change-528 (-100%)
Value$0 (-$71.0K)
Filed 2026-11-06
Strategic Wealth Advisors LLC
CLOSED
Shares0 from 485
Change-485 (-100%)
Value$0 (-$69)
Filed 2026-11-06
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 385
Change-385 (-100%)
Value$0 (-$52.1K)
Filed 2026-10-29
Atlatl Advisers LLC
CLOSED
Shares0 from 229
Change-229 (-100%)
Value$0 (-$31.0K)
Filed 2026-10-22
Marquette Asset Management, LLC
CLOSED
Shares0 from 164
Change-164 (-100%)
Value$0 (-$22.2K)
Filed 2026-10-09
Migdal Insurance & Financial Holdings Ltd.
CLOSED
Shares0 from 126
Change-126 (-100%)
Value$0 (-$17.1K)
Filed 2026-11-09
Brooklyn FI, LLC
CLOSED
Shares0 from 122
Change-122 (-100%)
Value$0 (-$16.5K)
Filed 2026-11-05
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 111
Change-111 (-100%)
Value$0 (-$15.0K)
Filed 2026-10-26
SBK Financial, Inc.
CLOSED
Shares0 from 102
Change-102 (-100%)
Value$0 (-$13.8K)
Filed 2026-11-02
Contravisory Investment Management, Inc.
CLOSED
Shares0 from 74
Change-74 (-100%)
Value$0 (-$10.0K)
Filed 2026-10-13
Halbert Hargrove Global Advisors, LLC
CLOSED
Shares0 from 13
Change-13 (-100%)
Value$0 (-$1.8K)
Filed 2026-10-16
Fiduciary Advisors, Inc.
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$1.4K)
Filed 2026-10-16
Horizon Financial Services, LLC
DECREASED
Shares0 from 70
Change-70 (-100%)
Value$0 (-$9.5K)
Filed 2026-11-04
BlackRock, Inc.
N/A
Shares— from 118,281,854
Change-118,281,854 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 89,257,968
Change-89,257,968 (-100%)
Value—
State Street Corp
N/A
Shares— from 60,406,932
Change-60,406,932 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 43,113,398
Change-43,113,398 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 37,159,425
Change-37,159,425 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 36,096,064
Change-36,096,064 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 30,596,336
Change-30,596,336 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 26,615,206
Change-26,615,206 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 20,350,877
Change-20,350,877 (-100%)
Value—
Norges Bank
N/A
Shares— from 19,416,811
Change-19,416,811 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 16,937,736
Change-16,937,736 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 14,311,127
Change-14,311,127 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 12,328,717
Change-12,328,717 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 11,817,684
Change-11,817,684 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 11,271,489
Change-11,271,489 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 8,864,652
Change-8,864,652 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 8,157,090
Change-8,157,090 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 7,694,805
Change-7,694,805 (-100%)
Value—
UBS Group AG
N/A
Shares— from 6,549,761
Change-6,549,761 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 6,463,867
Change-6,463,867 (-100%)
Value—
FMR LLC
N/A
Shares— from 6,265,018
Change-6,265,018 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 6,239,792
Change-6,239,792 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 5,992,809
Change-5,992,809 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 5,444,829
Change-5,444,829 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 5,380,695
Change-5,380,695 (-100%)
Value—
Capital Research Global Investors
N/A
Shares— from 4,969,690
Change-4,969,690 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 4,407,158
Change-4,407,158 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 4,385,530
Change-4,385,530 (-100%)
Value—
State Farm Mutual Automobile Insurance Co
N/A
Shares— from 4,160,441
Change-4,160,441 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 4,045,225
Change-4,045,225 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 3,992,806
Change-3,992,806 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 3,871,243
Change-3,871,243 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 3,854,800
Change-3,854,800 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 3,756,348
Change-3,756,348 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 3,600,875
Change-3,600,875 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 3,563,096
Change-3,563,096 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 3,546,901
Change-3,546,901 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 3,537,915
Change-3,537,915 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 3,525,088
Change-3,525,088 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 3,398,714
Change-3,398,714 (-100%)
Value—
National Pension Service
N/A
Shares— from 3,368,195
Change-3,368,195 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 3,088,090
Change-3,088,090 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 3,014,232
Change-3,014,232 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 2,933,706
Change-2,933,706 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 2,831,808
Change-2,831,808 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 2,805,255
Change-2,805,255 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 2,783,102
Change-2,783,102 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 2,440,141
Change-2,440,141 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 2,437,135
Change-2,437,135 (-100%)
Value—
Man Group plc
N/A
Shares— from 2,427,045
Change-2,427,045 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 2,378,194
Change-2,378,194 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 2,361,530
Change-2,361,530 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 2,274,206
Change-2,274,206 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 2,222,392
Change-2,222,392 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 2,156,186
Change-2,156,186 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 2,109,876
Change-2,109,876 (-100%)
Value—
Wellcome Trust LTD (the) as trustee of the Wellcome Trust
N/A
Shares— from 2,000,000
Change-2,000,000 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 1,915,908
Change-1,915,908 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 1,903,376
Change-1,903,376 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 1,834,118
Change-1,834,118 (-100%)
Value—
Aviva PLC
N/A
Shares— from 1,728,381
Change-1,728,381 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 1,722,181
Change-1,722,181 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 1,657,327
Change-1,657,327 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 1,631,488
Change-1,631,488 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 1,516,462
Change-1,516,462 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 1,489,246
Change-1,489,246 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 1,467,174
Change-1,467,174 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 1,426,385
Change-1,426,385 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 1,388,736
Change-1,388,736 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 1,381,945
Change-1,381,945 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 1,368,975
Change-1,368,975 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 1,292,822
Change-1,292,822 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 1,276,811
Change-1,276,811 (-100%)
Value—
Elliott Investment Management L.P.A
N/A
Shares— from 1,275,000
Change-1,275,000 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 1,262,259
Change-1,262,259 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 1,256,760
Change-1,256,760 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 1,238,208
Change-1,238,208 (-100%)
Value—
APG Asset Management N.V.
N/A
Shares— from 1,226,499
Change-1,226,499 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,217,374
Change-1,217,374 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 1,182,467
Change-1,182,467 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 1,161,913
Change-1,161,913 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 1,146,228
Change-1,146,228 (-100%)
Value—
Capitolis Liquid Global Markets LLC
N/A
Shares— from 1,127,604
Change-1,127,604 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 1,110,852
Change-1,110,852 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 1,109,464
Change-1,109,464 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 1,108,434
Change-1,108,434 (-100%)
Value—
Storebrand Asset Management AS
N/A
Shares— from 1,058,125
Change-1,058,125 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 1,019,440
Change-1,019,440 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 1,013,808
Change-1,013,808 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 1,002,386
Change-1,002,386 (-100%)
Value—
ING Groep NV
N/A
Shares— from 996,681
Change-996,681 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 970,229
Change-970,229 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 954,271
Change-954,271 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 944,926
Change-944,926 (-100%)
Value—
Life Cycle Investment Partners Ltd
N/A
Shares— from 929,252
Change-929,252 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 909,595
Change-909,595 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 883,175
Change-883,175 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 865,208
Change-865,208 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 843,376
Change-843,376 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 843,348
Change-843,348 (-100%)
Value—
Jennison Associates LLC
N/A
Shares— from 838,558
Change-838,558 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 828,595
Change-828,595 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 826,694
Change-826,694 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 821,743
Change-821,743 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 817,165
Change-817,165 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 815,979
Change-815,979 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 798,871
Change-798,871 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 792,108
Change-792,108 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 756,217
Change-756,217 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 743,002
Change-743,002 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 736,519
Change-736,519 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 734,512
Change-734,512 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 721,422
Change-721,422 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 718,928
Change-718,928 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 713,199
Change-713,199 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 698,339
Change-698,339 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 658,396
Change-658,396 (-100%)
Value—
Commerce Bank
N/A
Shares— from 657,437
Change-657,437 (-100%)
Value—
Jupiter Asset Management LTD
N/A
Shares— from 649,459
Change-649,459 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 649,175
Change-649,175 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 641,102
Change-641,102 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 626,931
Change-626,931 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 613,343
Change-613,343 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 612,908
Change-612,908 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 585,774
Change-585,774 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 581,395
Change-581,395 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 566,395
Change-566,395 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 558,873
Change-558,873 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 544,758
Change-544,758 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 542,756
Change-542,756 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 537,203
Change-537,203 (-100%)
Value—
Blair William & Co
N/A
Shares— from 533,851
Change-533,851 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 529,173
Change-529,173 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 524,156
Change-524,156 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 520,269
Change-520,269 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 518,847
Change-518,847 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 502,054
Change-502,054 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 493,723
Change-493,723 (-100%)
Value—
Vinva Investment Management Ltd
N/A
Shares— from 492,931
Change-492,931 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 492,421
Change-492,421 (-100%)
Value—
&partners
N/A
Shares— from 471,030
Change-471,030 (-100%)
Value—
Commerzbank Aktiengesellschaft
N/A
Shares— from 470,767
Change-470,767 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 465,426
Change-465,426 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 458,485
Change-458,485 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 447,978
Change-447,978 (-100%)
Value—
Tredje Ap-fonden
N/A
Shares— from 445,840
Change-445,840 (-100%)
Value—
RNC Capital Management LLC
N/A
Shares— from 435,603
Change-435,603 (-100%)
Value—
LGT Group Foundation
N/A
Shares— from 426,382
Change-426,382 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 422,747
Change-422,747 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 416,128
Change-416,128 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 415,256
Change-415,256 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 414,308
Change-414,308 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 410,973
Change-410,973 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 408,353
Change-408,353 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 390,914
Change-390,914 (-100%)
Value—
Capital World Investors
N/A
Shares— from 384,570
Change-384,570 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 371,842
Change-371,842 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 364,714
Change-364,714 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 349,843
Change-349,843 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 347,314
Change-347,314 (-100%)
Value—
VAN Lanschot Kempen Investment Management N.V.
N/A
Shares— from 342,887
Change-342,887 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 338,769
Change-338,769 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 338,219
Change-338,219 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 337,842
Change-337,842 (-100%)
Value—
Epoch Investment Partners, Inc.
N/A
Shares— from 319,308
Change-319,308 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 318,993
Change-318,993 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 299,930
Change-299,930 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 299,195
Change-299,195 (-100%)
Value—
Andra Ap-fonden
N/A
Shares— from 298,794
Change-298,794 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 294,599
Change-294,599 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 292,712
Change-292,712 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 283,275
Change-283,275 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 269,471
Change-269,471 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 263,954
Change-263,954 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 259,502
Change-259,502 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 258,266
Change-258,266 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 257,953
Change-257,953 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 255,557
Change-255,557 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 252,262
Change-252,262 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 247,357
Change-247,357 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 246,261
Change-246,261 (-100%)
Value—
Mediolanum International Funds Ltd
N/A
Shares— from 239,873
Change-239,873 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 239,120
Change-239,120 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 235,220
Change-235,220 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 233,024
Change-233,024 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 232,526
Change-232,526 (-100%)
Value—
Varma Mutual Pension Insurance Co
N/A
Shares— from 232,457
Change-232,457 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 231,826
Change-231,826 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 229,351
Change-229,351 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 227,802
Change-227,802 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 224,176
Change-224,176 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 223,055
Change-223,055 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 221,472
Change-221,472 (-100%)
Value—
GQG Partners LLC
N/A
Shares— from 218,202
Change-218,202 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 218,124
Change-218,124 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 215,531
Change-215,531 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 207,232
Change-207,232 (-100%)
Value—
BLI - Banque de Luxembourg Investments
N/A
Shares— from 206,668
Change-206,668 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 204,985
Change-204,985 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 201,877
Change-201,877 (-100%)
Value—
Rheos Capital Works Inc.
N/A
Shares— from 200,000
Change-200,000 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 199,811
Change-199,811 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 196,170
Change-196,170 (-100%)
Value—
Stephens Inc
N/A
Shares— from 195,603
Change-195,603 (-100%)
Value—
Systematic Alpha Investments, LLC
N/A
Shares— from 193,425
Change-193,425 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 191,617
Change-191,617 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 190,115
Change-190,115 (-100%)
Value—
Crawford Investment Counsel Inc
N/A
Shares— from 189,661
Change-189,661 (-100%)
Value—
Delta Global Management LP
N/A
Shares— from 186,364
Change-186,364 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 185,728
Change-185,728 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 184,728
Change-184,728 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 181,140
Change-181,140 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 178,738
Change-178,738 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 176,321
Change-176,321 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 173,961
Change-173,961 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 171,498
Change-171,498 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 169,766
Change-169,766 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 166,536
Change-166,536 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 165,393
Change-165,393 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 162,649
Change-162,649 (-100%)
Value—
Summitry LLC
N/A
Shares— from 161,115
Change-161,115 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 160,015
Change-160,015 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 158,902
Change-158,902 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 155,347
Change-155,347 (-100%)
Value—
Elo Mutual Pension Insurance Co
N/A
Shares— from 152,967
Change-152,967 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 151,539
Change-151,539 (-100%)
Value—
Callahan Advisors, LLC
N/A
Shares— from 147,922
Change-147,922 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 147,321
Change-147,321 (-100%)
Value—
RBO & Co LLC
N/A
Shares— from 146,156
Change-146,156 (-100%)
Value—
Entropy Technologies, LP
N/A
Shares— from 139,825
Change-139,825 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 138,807
Change-138,807 (-100%)
Value—
DJE Kapital AG
N/A
Shares— from 138,243
Change-138,243 (-100%)
Value—
Holowesko Partners Ltd.
N/A
Shares— from 135,200
Change-135,200 (-100%)
Value—
Connors Investor Services Inc
N/A
Shares— from 135,162
Change-135,162 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 135,150
Change-135,150 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 134,908
Change-134,908 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 131,752
Change-131,752 (-100%)
Value—
Windward Capital Management Co
N/A
Shares— from 130,356
Change-130,356 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 129,652
Change-129,652 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 129,269
Change-129,269 (-100%)
Value—
Titan Investment Solutions Ltd
N/A
Shares— from 128,327
Change-128,327 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 128,213
Change-128,213 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 127,986
Change-127,986 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 127,785
Change-127,785 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 126,658
Change-126,658 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 124,274
Change-124,274 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 123,868
Change-123,868 (-100%)
Value—
Miramar Capital, LLC
N/A
Shares— from 121,977
Change-121,977 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 121,889
Change-121,889 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 120,514
Change-120,514 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 120,370
Change-120,370 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 120,336
Change-120,336 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 120,280
Change-120,280 (-100%)
Value—
Edgar Lomax Co
N/A
Shares— from 119,310
Change-119,310 (-100%)
Value—
Quinn Opportunity Partners LLC
N/A
Shares— from 119,000
Change-119,000 (-100%)
Value—
Allstate Corp
N/A
Shares— from 118,051
Change-118,051 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 117,286
Change-117,286 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 116,175
Change-116,175 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 115,964
Change-115,964 (-100%)
Value—
EFG International AG
N/A
Shares— from 114,558
Change-114,558 (-100%)
Value—
Ally Financial Inc.
N/A
Shares— from 113,000
Change-113,000 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 112,499
Change-112,499 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 112,033
Change-112,033 (-100%)
Value—
CCM Investment Advisers LLC
N/A
Shares— from 111,757
Change-111,757 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 111,001
Change-111,001 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 108,664
Change-108,664 (-100%)
Value—
RBF Capital, LLC
N/A
Shares— from 108,400
Change-108,400 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 107,592
Change-107,592 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 107,127
Change-107,127 (-100%)
Value—
Harvest Fund Management Co., Ltd
N/A
Shares— from 106,781
Change-106,781 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 105,203
Change-105,203 (-100%)
Value—
Ilmarinen Mutual Pension Insurance Co
N/A
Shares— from 105,000
Change-105,000 (-100%)
Value—
First Long Island Investors, LLC
N/A
Shares— from 104,861
Change-104,861 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 104,454
Change-104,454 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 103,261
Change-103,261 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 102,039
Change-102,039 (-100%)
Value—
IQ EQ Fund Management (Ireland) Ltd
N/A
Shares— from 101,361
Change-101,361 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 98,529
Change-98,529 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 97,704
Change-97,704 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 97,167
Change-97,167 (-100%)
Value—
Saudi Central Bank
N/A
Shares— from 95,674
Change-95,674 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 95,641
Change-95,641 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 95,626
Change-95,626 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 94,628
Change-94,628 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 92,475
Change-92,475 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 92,434
Change-92,434 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 92,051
Change-92,051 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 91,908
Change-91,908 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 90,467
Change-90,467 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 90,250
Change-90,250 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 87,471
Change-87,471 (-100%)
Value—
Allianz SE
N/A
Shares— from 86,879
Change-86,879 (-100%)
Value—
Kentucky Retirement Systems
N/A
Shares— from 86,510
Change-86,510 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 85,116
Change-85,116 (-100%)
Value—
Cornerstone Capital, Inc.
N/A
Shares— from 85,030
Change-85,030 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 83,643
Change-83,643 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 82,719
Change-82,719 (-100%)
Value—
Jensen Investment Management Inc
N/A
Shares— from 79,927
Change-79,927 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 77,794
Change-77,794 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 77,671
Change-77,671 (-100%)
Value—
Auxier Asset Management LLC
N/A
Shares— from 77,533
Change-77,533 (-100%)
Value—
Resources Management Corp
N/A
Shares— from 77,405
Change-77,405 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 76,187
Change-76,187 (-100%)
Value—
S&CO Inc
N/A
Shares— from 75,677
Change-75,677 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 74,355
Change-74,355 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 73,327
Change-73,327 (-100%)
Value—
Blue Sparrow, LLC
N/A
Shares— from 73,100
Change-73,100 (-100%)
Value—
LGT Fund Management Co Ltd.
N/A
Shares— from 73,045
Change-73,045 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 72,989
Change-72,989 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 72,411
Change-72,411 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 71,740
Change-71,740 (-100%)
Value—
Lombard Odier Asset Management (Switzerland) SA
N/A
Shares— from 71,641
Change-71,641 (-100%)
Value—
South Dakota Investment Council
N/A
Shares— from 71,633
Change-71,633 (-100%)
Value—
Quantitative Investment Management, LLC
N/A
Shares— from 70,754
Change-70,754 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 69,687
Change-69,687 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 69,115
Change-69,115 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 68,256
Change-68,256 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 68,214
Change-68,214 (-100%)
Value—
Hutner Capital Management Inc
N/A
Shares— from 68,143
Change-68,143 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 67,514
Change-67,514 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 66,892
Change-66,892 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 65,740
Change-65,740 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 65,051
Change-65,051 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 64,944
Change-64,944 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 64,284
Change-64,284 (-100%)
Value—
Wesleyan Assurance Society
N/A
Shares— from 64,000
Change-64,000 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 63,411
Change-63,411 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 63,024
Change-63,024 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 62,985
Change-62,985 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 62,966
Change-62,966 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 62,828
Change-62,828 (-100%)
Value—
United Bank
N/A
Shares— from 62,740
Change-62,740 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 62,578
Change-62,578 (-100%)
Value—
Borer Denton & Associates, Inc.
N/A
Shares— from 60,792
Change-60,792 (-100%)
Value—
BNP Paribas
N/A
Shares— from 60,479
Change-60,479 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 60,323
Change-60,323 (-100%)
Value—
Kelly Lawrence W & Associates Inc
N/A
Shares— from 59,121
Change-59,121 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 58,567
Change-58,567 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 58,557
Change-58,557 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 56,103
Change-56,103 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 56,088
Change-56,088 (-100%)
Value—
Beacon Harbor Wealth Advisors, Inc.
N/A
Shares— from 55,695
Change-55,695 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 54,861
Change-54,861 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 54,646
Change-54,646 (-100%)
Value—
Employees Retirement System of Texas
N/A
Shares— from 54,357
Change-54,357 (-100%)
Value—
Dean Investment Associates, LLC
N/A
Shares— from 53,552
Change-53,552 (-100%)
Value—
MainStreet Investment Advisors LLC
N/A
Shares— from 53,461
Change-53,461 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 53,017
Change-53,017 (-100%)
Value—
Haverford Financial Services, Inc.
N/A
Shares— from 52,679
Change-52,679 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 52,463
Change-52,463 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 51,789
Change-51,789 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 51,232
Change-51,232 (-100%)
Value—
Shelter Mutual Insurance Co
N/A
Shares— from 51,020
Change-51,020 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 50,084
Change-50,084 (-100%)
Value—
Opal Capital LLC
N/A
Shares— from 50,070
Change-50,070 (-100%)
Value—
Wills Financial Group LLC
N/A
Shares— from 49,929
Change-49,929 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 49,731
Change-49,731 (-100%)
Value—
Siemens Fonds Invest GmbH
N/A
Shares— from 49,364
Change-49,364 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 49,287
Change-49,287 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 49,070
Change-49,070 (-100%)
Value—
Jasper Ridge Partners, L.P.
N/A
Shares— from 49,000
Change-49,000 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 48,887
Change-48,887 (-100%)
Value—
Fred Alger Management, LLC
N/A
Shares— from 48,807
Change-48,807 (-100%)
Value—
First Eagle Investment Management, LLC
N/A
Shares— from 48,231
Change-48,231 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 47,933
Change-47,933 (-100%)
Value—
Hillsdale Investment Management Inc.
N/A
Shares— from 47,805
Change-47,805 (-100%)
Value—
Empirical Finance, LLC
N/A
Shares— from 47,726
Change-47,726 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 47,370
Change-47,370 (-100%)
Value—
Financial Strategies Group, Inc.
N/A
Shares— from 47,177
Change-47,177 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 47,118
Change-47,118 (-100%)
Value—
Simmons Bank
N/A
Shares— from 46,939
Change-46,939 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 46,130
Change-46,130 (-100%)
Value—
FIL Ltd
N/A
Shares— from 46,093
Change-46,093 (-100%)
Value—
River Road Asset Management, LLC
N/A
Shares— from 45,944
Change-45,944 (-100%)
Value—
Lafayette Investments, Inc.
N/A
Shares— from 45,908
Change-45,908 (-100%)
Value—
Osprey Private Wealth LLC
N/A
Shares— from 45,580
Change-45,580 (-100%)
Value—
Bcwm, LLC
N/A
Shares— from 45,490
Change-45,490 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 45,030
Change-45,030 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 44,980
Change-44,980 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 44,858
Change-44,858 (-100%)
Value—
Calydon Capital
N/A
Shares— from 44,171
Change-44,171 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 43,821
Change-43,821 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 43,707
Change-43,707 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 43,465
Change-43,465 (-100%)
Value—
Alpine Woods Capital Investors, LLC
N/A
Shares— from 43,111
Change-43,111 (-100%)
Value—
AR Asset Management Inc
N/A
Shares— from 42,209
Change-42,209 (-100%)
Value—
P.A.W. Capital Corp
N/A
Shares— from 41,735
Change-41,735 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 41,294
Change-41,294 (-100%)
Value—
Mufg Securities Americas Inc.
N/A
Shares— from 41,165
Change-41,165 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 40,993
Change-40,993 (-100%)
Value—
Sagewood Asset Management LP
N/A
Shares— from 40,722
Change-40,722 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 40,361
Change-40,361 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 40,319
Change-40,319 (-100%)
Value—
Rodgers Brothers Inc.
N/A
Shares— from 40,226
Change-40,226 (-100%)
Value—
Prudential PLC
N/A
Shares— from 40,164
Change-40,164 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 39,984
Change-39,984 (-100%)
Value—
Dark Forest Capital Management LP
N/A
Shares— from 39,939
Change-39,939 (-100%)
Value—
Morgan Dempsey Capital Management LLC
N/A
Shares— from 39,911
Change-39,911 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 39,838
Change-39,838 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 39,793
Change-39,793 (-100%)
Value—
Havemeyer Place LP
N/A
Shares— from 39,731
Change-39,731 (-100%)
Value—
PYA Waltman Capital, LLC
N/A
Shares— from 39,563
Change-39,563 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 39,555
Change-39,555 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 39,220
Change-39,220 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 39,155
Change-39,155 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 38,915
Change-38,915 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 38,019
Change-38,019 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 37,491
Change-37,491 (-100%)
Value—
Amica Mutual Insurance Co
N/A
Shares— from 36,507
Change-36,507 (-100%)
Value—
Hamilton Capital Partners Inc.
N/A
Shares— from 36,357
Change-36,357 (-100%)
Value—
Ossiam
N/A
Shares— from 36,258
Change-36,258 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 36,222
Change-36,222 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 36,182
Change-36,182 (-100%)
Value—
Kentucky Retirement Systems Insurance Trust Fund
N/A
Shares— from 35,900
Change-35,900 (-100%)
Value—
Kensington Investment Counsel, LLC
N/A
Shares— from 35,442
Change-35,442 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 35,397
Change-35,397 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 35,173
Change-35,173 (-100%)
Value—
B & T Capital Management DBA Alpha Capital Management
N/A
Shares— from 35,169
Change-35,169 (-100%)
Value—
Slagle Financial, LLC
N/A
Shares— from 34,850
Change-34,850 (-100%)
Value—
Boston Research & Management Inc
N/A
Shares— from 34,145
Change-34,145 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 33,876
Change-33,876 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 33,651
Change-33,651 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 33,402
Change-33,402 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 33,375
Change-33,375 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 33,327
Change-33,327 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 33,326
Change-33,326 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 32,992
Change-32,992 (-100%)
Value—
Kinloch Capital, LLC
N/A
Shares— from 32,795
Change-32,795 (-100%)
Value—
Stonebridge Capital Management Inc
N/A
Shares— from 32,349
Change-32,349 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 32,083
Change-32,083 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 31,883
Change-31,883 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 31,825
Change-31,825 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 31,789
Change-31,789 (-100%)
Value—
Occudo Quantitative Strategies LP
N/A
Shares— from 31,405
Change-31,405 (-100%)
Value—
Opus Investment Management Inc
N/A
Shares— from 31,200
Change-31,200 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 31,070
Change-31,070 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 31,067
Change-31,067 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 30,934
Change-30,934 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 30,915
Change-30,915 (-100%)
Value—
First National Advisers, LLC
N/A
Shares— from 30,808
Change-30,808 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 30,450
Change-30,450 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 30,171
Change-30,171 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 30,106
Change-30,106 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 29,785
Change-29,785 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 29,782
Change-29,782 (-100%)
Value—
New England Asset Management Inc
N/A
Shares— from 29,329
Change-29,329 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 29,126
Change-29,126 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 29,049
Change-29,049 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 28,711
Change-28,711 (-100%)
Value—
Charter Research & Investment Group, Inc.
N/A
Shares— from 28,657
Change-28,657 (-100%)
Value—
Graybill Wealth Management, Ltd.
N/A
Shares— from 28,612
Change-28,612 (-100%)
Value—
Brooks, Moore & Associates, Inc.
N/A
Shares— from 28,411
Change-28,411 (-100%)
Value—
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A
Shares— from 28,193
Change-28,193 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 27,788
Change-27,788 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 27,615
Change-27,615 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 27,503
Change-27,503 (-100%)
Value—
Union Heritage Capital, LLC
N/A
Shares— from 27,289
Change-27,289 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 26,807
Change-26,807 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 26,742
Change-26,742 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 26,688
Change-26,688 (-100%)
Value—
Atom Investors LP
N/A
Shares— from 26,345
Change-26,345 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 26,159
Change-26,159 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 26,123
Change-26,123 (-100%)
Value—
Conscious Wealth Investments, LLC
N/A
Shares— from 25,944
Change-25,944 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 25,819
Change-25,819 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 25,726
Change-25,726 (-100%)
Value—
Morton Community Bank
N/A
Shares— from 25,683
Change-25,683 (-100%)
Value—
Brentview Investment Management LLC
N/A
Shares— from 25,526
Change-25,526 (-100%)
Value—
Harbor Advisory Corp
N/A
Shares— from 25,475
Change-25,475 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 25,214
Change-25,214 (-100%)
Value—
Hayek Kallen Investment Management
N/A
Shares— from 25,038
Change-25,038 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 24,813
Change-24,813 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 24,577
Change-24,577 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 24,481
Change-24,481 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 24,330
Change-24,330 (-100%)
Value—
Aristotle Capital Management, LLC
N/A
Shares— from 24,066
Change-24,066 (-100%)
Value—
Marietta Investment Partners LLC
N/A
Shares— from 24,000
Change-24,000 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 23,821
Change-23,821 (-100%)
Value—
T. Rowe Price Investment Management, Inc.
N/A
Shares— from 23,800
Change-23,800 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 23,781
Change-23,781 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 23,631
Change-23,631 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 23,574
Change-23,574 (-100%)
Value—
Weiss Asset Management LP
N/A
Shares— from 23,569
Change-23,569 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 23,553
Change-23,553 (-100%)
Value—
Estabrook Capital Management
N/A
Shares— from 23,314
Change-23,314 (-100%)
Value—
Diamant Asset Management, Inc.
N/A
Shares— from 23,254
Change-23,254 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 22,914
Change-22,914 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 22,360
Change-22,360 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 22,285
Change-22,285 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 21,964
Change-21,964 (-100%)
Value—
AXQ Capital, LP
N/A
Shares— from 21,752
Change-21,752 (-100%)
Value—
Raelipskie Partnership
N/A
Shares— from 21,642
Change-21,642 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 21,598
Change-21,598 (-100%)
Value—
Twin Capital Management Inc
N/A
Shares— from 21,318
Change-21,318 (-100%)
Value—
Covington Investment Advisors Inc.
N/A
Shares— from 21,207
Change-21,207 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 21,155
Change-21,155 (-100%)
Value—
Zuckerman Investment Group, LLC
N/A
Shares— from 21,030
Change-21,030 (-100%)
Value—
Beck Mack & Oliver LLC
N/A
Shares— from 21,013
Change-21,013 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 20,902
Change-20,902 (-100%)
Value—
Edgewood Management LLC
N/A
Shares— from 20,881
Change-20,881 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 20,865
Change-20,865 (-100%)
Value—
Schulhoff & Co Inc
N/A
Shares— from 20,704
Change-20,704 (-100%)
Value—
American Trust
N/A
Shares— from 20,616
Change-20,616 (-100%)
Value—
Peninsula Asset Management Inc
N/A
Shares— from 20,380
Change-20,380 (-100%)
Value—
ABN Amro Bank N.V.
N/A
Shares— from 20,237
Change-20,237 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 20,225
Change-20,225 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 20,143
Change-20,143 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 20,111
Change-20,111 (-100%)
Value—
Stance Capital LLC
N/A
Shares— from 20,110
Change-20,110 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 19,971
Change-19,971 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 19,743
Change-19,743 (-100%)
Value—
All Terrain Financial Advisors, LLC
N/A
Shares— from 19,548
Change-19,548 (-100%)
Value—
Volterra Technologies LP
N/A
Shares— from 19,529
Change-19,529 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 19,394
Change-19,394 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 19,371
Change-19,371 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 19,277
Change-19,277 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 18,945
Change-18,945 (-100%)
Value—
Bank OZK
N/A
Shares— from 18,210
Change-18,210 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 18,108
Change-18,108 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 18,064
Change-18,064 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 18,013
Change-18,013 (-100%)
Value—
DoubleLine ETF Adviser LP
N/A
Shares— from 17,832
Change-17,832 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 17,727
Change-17,727 (-100%)
Value—
Clarkston Capital Partners, LLC
N/A
Shares— from 17,650
Change-17,650 (-100%)
Value—
AustralianSuper Pty Ltd
N/A
Shares— from 17,643
Change-17,643 (-100%)
Value—
Ostrum Asset Management
N/A
Shares— from 17,502
Change-17,502 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 17,385
Change-17,385 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 17,292
Change-17,292 (-100%)
Value—
Mcintyre Freedman & Flynn Investment Advisers Inc
N/A
Shares— from 17,215
Change-17,215 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 17,022
Change-17,022 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 16,979
Change-16,979 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 16,940
Change-16,940 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 16,852
Change-16,852 (-100%)
Value—
Dynamic Technology Lab Private Ltd
N/A
Shares— from 16,465
Change-16,465 (-100%)
Value—
Connable Office Inc
N/A
Shares— from 16,348
Change-16,348 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 16,320
Change-16,320 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 16,185
Change-16,185 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 16,162
Change-16,162 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 16,109
Change-16,109 (-100%)
Value—
Northwest & Ethical Investments L.P.
N/A
Shares— from 16,082
Change-16,082 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 15,881
Change-15,881 (-100%)
Value—
Dover Advisors, LLC
N/A
Shares— from 15,795
Change-15,795 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 15,776
Change-15,776 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 15,496
Change-15,496 (-100%)
Value—
Argo Wealth Advisory, LLC
N/A
Shares— from 15,457
Change-15,457 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 15,395
Change-15,395 (-100%)
Value—
Vickerman Investment Advisors, Inc.
N/A
Shares— from 15,121
Change-15,121 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 15,102
Change-15,102 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 15,016
Change-15,016 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 15,009
Change-15,009 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 14,961
Change-14,961 (-100%)
Value—
Wimmer Associates 1, LLC
N/A
Shares— from 14,948
Change-14,948 (-100%)
Value—
Mathes Company, Inc.
N/A
Shares— from 14,922
Change-14,922 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 14,920
Change-14,920 (-100%)
Value—
Private Harbour Investment Management & Counsel, LLC
N/A
Shares— from 14,897
Change-14,897 (-100%)
Value—
Westpac Banking Corp
N/A
Shares— from 14,774
Change-14,774 (-100%)
Value—
Bayesian Capital Management, LP
N/A
Shares— from 14,574
Change-14,574 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 14,511
Change-14,511 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 14,464
Change-14,464 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 14,314
Change-14,314 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 14,217
Change-14,217 (-100%)
Value—
X-Square Capital, LLC
N/A
Shares— from 14,171
Change-14,171 (-100%)
Value—
DCM Advisors, LLC
N/A
Shares— from 14,097
Change-14,097 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 13,968
Change-13,968 (-100%)
Value—
Ceeto Capital Group, LLC
N/A
Shares— from 13,874
Change-13,874 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 13,767
Change-13,767 (-100%)
Value—
CSS LLC
N/A
Shares— from 13,719
Change-13,719 (-100%)
Value—
Capital Counsel LLC
N/A
Shares— from 13,470
Change-13,470 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 13,430
Change-13,430 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 13,325
Change-13,325 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 13,193
Change-13,193 (-100%)
Value—
North Dallas Bank & Trust Co
N/A
Shares— from 13,165
Change-13,165 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 13,000
Change-13,000 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 12,969
Change-12,969 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 12,954
Change-12,954 (-100%)
Value—
Aimz Investment Advisors, LLC
N/A
Shares— from 12,915
Change-12,915 (-100%)
Value—
Aigen Investment Management, LP
N/A
Shares— from 12,849
Change-12,849 (-100%)
Value—
DF Dent & Co Inc
N/A
Shares— from 12,799
Change-12,799 (-100%)
Value—
Westerkirk Capital Inc.
N/A
Shares— from 12,747
Change-12,747 (-100%)
Value—
Trustco Bank Corp N Y
N/A
Shares— from 12,728
Change-12,728 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 12,718
Change-12,718 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 12,707
Change-12,707 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 12,707
Change-12,707 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 12,702
Change-12,702 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 12,668
Change-12,668 (-100%)
Value—
Chancellor Financial Group WB LP
N/A
Shares— from 12,609
Change-12,609 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 12,567
Change-12,567 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 12,562
Change-12,562 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 12,556
Change-12,556 (-100%)
Value—
Jupiter Wealth Management LLC
N/A
Shares— from 12,500
Change-12,500 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 12,452
Change-12,452 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 12,412
Change-12,412 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 12,274
Change-12,274 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 12,232
Change-12,232 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 12,228
Change-12,228 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 12,206
Change-12,206 (-100%)
Value—
Athena Investment Management
N/A
Shares— from 12,117
Change-12,117 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 12,069
Change-12,069 (-100%)
Value—
Hodges Capital Management Inc.
N/A
Shares— from 12,054
Change-12,054 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 12,038
Change-12,038 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 12,025
Change-12,025 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 12,019
Change-12,019 (-100%)
Value—
Wealthedge Investment Advisors, LLC
N/A
Shares— from 11,771
Change-11,771 (-100%)
Value—
Rogco, LP
N/A
Shares— from 11,744
Change-11,744 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 11,715
Change-11,715 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 11,562
Change-11,562 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 11,547
Change-11,547 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 11,487
Change-11,487 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 11,448
Change-11,448 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 11,366
Change-11,366 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 11,350
Change-11,350 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 11,216
Change-11,216 (-100%)
Value—
Tevis Investment Management
N/A
Shares— from 11,212
Change-11,212 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 11,172
Change-11,172 (-100%)
Value—
Fairfield, Bush & Co.
N/A
Shares— from 11,144
Change-11,144 (-100%)
Value—
Longfellow Investment Management Co LLC
N/A
Shares— from 11,110
Change-11,110 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 11,077
Change-11,077 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 11,025
Change-11,025 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 11,007
Change-11,007 (-100%)
Value—
Wisconsin Capital Management LLC
N/A
Shares— from 10,996
Change-10,996 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 10,995
Change-10,995 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 10,910
Change-10,910 (-100%)
Value—
GHE, LLC
N/A
Shares— from 10,832
Change-10,832 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 10,757
Change-10,757 (-100%)
Value—
Wilson & Boucher Capital Management, LLC
N/A
Shares— from 10,744
Change-10,744 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 10,676
Change-10,676 (-100%)
Value—
Lionhunter Capital Management, LLC
N/A
Shares— from 10,675
Change-10,675 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 10,602
Change-10,602 (-100%)
Value—
O'Connor Alternative Investments LLC
N/A
Shares— from 10,600
Change-10,600 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 10,591
Change-10,591 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 10,553
Change-10,553 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 10,451
Change-10,451 (-100%)
Value—
Fairtree Asset Management (Pty) Ltd
N/A
Shares— from 10,412
Change-10,412 (-100%)
Value—
Easterly Investment Partners LLC
N/A
Shares— from 10,400
Change-10,400 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 10,399
Change-10,399 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 10,260
Change-10,260 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 10,036
Change-10,036 (-100%)
Value—
Allred Capital Management, LLC
N/A
Shares— from 9,956
Change-9,956 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 9,925
Change-9,925 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 9,906
Change-9,906 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 9,892
Change-9,892 (-100%)
Value—
Harbour Investment Management LLC
N/A
Shares— from 9,855
Change-9,855 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 9,845
Change-9,845 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 9,797
Change-9,797 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 9,774
Change-9,774 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 9,753
Change-9,753 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 9,731
Change-9,731 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 9,698
Change-9,698 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 9,685
Change-9,685 (-100%)
Value—
Walsky Investment Management, Inc.
N/A
Shares— from 9,673
Change-9,673 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 9,624
Change-9,624 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 9,565
Change-9,565 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 9,514
Change-9,514 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 9,489
Change-9,489 (-100%)
Value—
Christine Messmer PC
N/A
Shares— from 9,488
Change-9,488 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 9,433
Change-9,433 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 9,411
Change-9,411 (-100%)
Value—
Mokan Wealth Management Inc.
N/A
Shares— from 9,407
Change-9,407 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 9,377
Change-9,377 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 9,348
Change-9,348 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 9,268
Change-9,268 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 9,214
Change-9,214 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 9,201
Change-9,201 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 9,175
Change-9,175 (-100%)
Value—
Gardner Russo & Quinn LLC
N/A
Shares— from 9,115
Change-9,115 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 9,044
Change-9,044 (-100%)
Value—
Abbot Financial Management, Inc.
N/A
Shares— from 9,030
Change-9,030 (-100%)
Value—
Pacific Point Advisors, LLC
N/A
Shares— from 9,010
Change-9,010 (-100%)
Value—
McNamara Financial Services, Inc.
N/A
Shares— from 8,886
Change-8,886 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 8,877
Change-8,877 (-100%)
Value—
Wealth Advisors of Tampa Bay, LLC
N/A
Shares— from 8,867
Change-8,867 (-100%)
Value—
Kidder Stephen W
N/A
Shares— from 8,833
Change-8,833 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 8,803
Change-8,803 (-100%)
Value—
Leith Wheeler Investment Counsel Ltd.
N/A
Shares— from 8,795
Change-8,795 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 8,779
Change-8,779 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 8,778
Change-8,778 (-100%)
Value—
Northstar Financial Companies, Inc.
N/A
Shares— from 8,743
Change-8,743 (-100%)
Value—
Members Trust Co
N/A
Shares— from 8,621
Change-8,621 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 8,485
Change-8,485 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 8,447
Change-8,447 (-100%)
Value—
Martin & Co Inc
N/A
Shares— from 8,443
Change-8,443 (-100%)
Value—
Widmann Financial Services, Inc.
N/A
Shares— from 8,427
Change-8,427 (-100%)
Value—
Baader Bank Aktiengesellschaft
N/A
Shares— from 8,361
Change-8,361 (-100%)
Value—
Godshalk Welsh Capital Management, Inc.
N/A
Shares— from 8,325
Change-8,325 (-100%)
Value—
Copos Capital B.V.
N/A
Shares— from 8,322
Change-8,322 (-100%)
Value—
Schrum Private Wealth Management LLC
N/A
Shares— from 8,243
Change-8,243 (-100%)
Value—
Bramshill Investments, LLC
N/A
Shares— from 8,216
Change-8,216 (-100%)
Value—
Triton Financial Group Inc
N/A
Shares— from 8,212
Change-8,212 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 8,192
Change-8,192 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 8,188
Change-8,188 (-100%)
Value—
Potomac Fund Management Inc
N/A
Shares— from 8,122
Change-8,122 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 8,067
Change-8,067 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 8,065
Change-8,065 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 8,063
Change-8,063 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 7,931
Change-7,931 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 7,928
Change-7,928 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 7,925
Change-7,925 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 7,861
Change-7,861 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 7,827
Change-7,827 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 7,793
Change-7,793 (-100%)
Value—
Broderick Brian C
N/A
Shares— from 7,767
Change-7,767 (-100%)
Value—
Somerville Kurt F
N/A
Shares— from 7,763
Change-7,763 (-100%)
Value—
Timber Creek Capital Management LLC
N/A
Shares— from 7,725
Change-7,725 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 7,718
Change-7,718 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 7,710
Change-7,710 (-100%)
Value—
Alphadyne Asset Management LP
N/A
Shares— from 7,708
Change-7,708 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 7,705
Change-7,705 (-100%)
Value—
Odyssean, LLC
N/A
Shares— from 7,658
Change-7,658 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 7,654
Change-7,654 (-100%)
Value—
Bristlecone Value Partners, LLC
N/A
Shares— from 7,608
Change-7,608 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 7,583
Change-7,583 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 7,579
Change-7,579 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 7,539
Change-7,539 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 7,517
Change-7,517 (-100%)
Value—
Pekao Towarzystwo Funduszy Inwestycyjnych S.A.
N/A
Shares— from 7,500
Change-7,500 (-100%)
Value—
Groupama Asset Managment
N/A
Shares— from 7,497
Change-7,497 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 7,455
Change-7,455 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 7,359
Change-7,359 (-100%)
Value—
Custos Family Office, LLC
N/A
Shares— from 7,308
Change-7,308 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 7,294
Change-7,294 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 7,285
Change-7,285 (-100%)
Value—
Sienna Gestion
N/A
Shares— from 7,276
Change-7,276 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 7,245
Change-7,245 (-100%)
Value—
Blackhawk Capital Partners, LLC
N/A
Shares— from 7,230
Change-7,230 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 7,208
Change-7,208 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 7,200
Change-7,200 (-100%)
Value—
Legato Capital Management LLC
N/A
Shares— from 7,177
Change-7,177 (-100%)
Value—
Platform Wealth Management, LLC
N/A
Shares— from 7,042
Change-7,042 (-100%)
Value—
Z3 Capital Partners, LLC
N/A
Shares— from 7,014
Change-7,014 (-100%)
Value—
Accent Capital Management, LLC
N/A
Shares— from 6,940
Change-6,940 (-100%)
Value—
Taylor Hoffman Capital Management LLC
N/A
Shares— from 6,861
Change-6,861 (-100%)
Value—
M1 Capital Management LLC
N/A
Shares— from 6,837
Change-6,837 (-100%)
Value—
Kirtland Hills Capital Management, LLC
N/A
Shares— from 6,836
Change-6,836 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 6,820
Change-6,820 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 6,814
Change-6,814 (-100%)
Value—
Buckley Wealth Management, LLC
N/A
Shares— from 6,792
Change-6,792 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 6,775
Change-6,775 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 6,769
Change-6,769 (-100%)
Value—
Verity Wealth Advisors
N/A
Shares— from 6,726
Change-6,726 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 6,714
Change-6,714 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 6,697
Change-6,697 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 6,670
Change-6,670 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 6,658
Change-6,658 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 6,654
Change-6,654 (-100%)
Value—
PCB Capital LLC
N/A
Shares— from 6,647
Change-6,647 (-100%)
Value—
Osmosis Investment Management UK Ltd
N/A
Shares— from 6,593
Change-6,593 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 6,586
Change-6,586 (-100%)
Value—
AlphaGrep UK Ltd
N/A
Shares— from 6,583
Change-6,583 (-100%)
Value—
Castlekeep Investment Advisors LLC
N/A
Shares— from 6,555
Change-6,555 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 6,547
Change-6,547 (-100%)
Value—
Private Capital Management, LLC
N/A
Shares— from 6,510
Change-6,510 (-100%)
Value—
Blueshift Asset Management, LLC
N/A
Shares— from 6,507
Change-6,507 (-100%)
Value—
Core Capital Management & Research, inc.
N/A
Shares— from 6,486
Change-6,486 (-100%)
Value—
Keynote Financial Services LLC
N/A
Shares— from 6,475
Change-6,475 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 6,442
Change-6,442 (-100%)
Value—
Delaney Dennis R
N/A
Shares— from 6,350
Change-6,350 (-100%)
Value—
Colter Lewis Investment Partners LLC
N/A
Shares— from 6,300
Change-6,300 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 6,279
Change-6,279 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 6,261
Change-6,261 (-100%)
Value—
Cullen Capital Management, LLC
N/A
Shares— from 6,224
Change-6,224 (-100%)
Value—
Ark Wealth Advisors LLC
N/A
Shares— from 6,212
Change-6,212 (-100%)
Value—
Infrastructure Capital Advisors, LLC
N/A
Shares— from 6,163
Change-6,163 (-100%)
Value—
Star Financial Bank
N/A
Shares— from 6,154
Change-6,154 (-100%)
Value—
Dividend Assets Capital, LLC
N/A
Shares— from 6,139
Change-6,139 (-100%)
Value—
Royal Capital Wealth Management, LLC
N/A
Shares— from 6,130
Change-6,130 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 6,057
Change-6,057 (-100%)
Value—
IKE Capital, LLC
N/A
Shares— from 6,055
Change-6,055 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 5,990
Change-5,990 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 5,988
Change-5,988 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 5,987
Change-5,987 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 5,974
Change-5,974 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 5,962
Change-5,962 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 5,924
Change-5,924 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 5,901
Change-5,901 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 5,894
Change-5,894 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 5,884
Change-5,884 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 5,812
Change-5,812 (-100%)
Value—
Defiance ETFs, LLC
N/A
Shares— from 5,762
Change-5,762 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 5,726
Change-5,726 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 5,686
Change-5,686 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 5,659
Change-5,659 (-100%)
Value—
Seneca House Advisors
N/A
Shares— from 5,596
Change-5,596 (-100%)
Value—
Broadwater Capital Management LLC
N/A
Shares— from 5,580
Change-5,580 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 5,550
Change-5,550 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 5,531
Change-5,531 (-100%)
Value—
Fullerton Fund Management Co Ltd.
N/A
Shares— from 5,529
Change-5,529 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 5,524
Change-5,524 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 5,500
Change-5,500 (-100%)
Value—
Uniplan Investment Counsel, Inc.
N/A
Shares— from 5,451
Change-5,451 (-100%)
Value—
RiverPark Advisors, LLC
N/A
Shares— from 5,451
Change-5,451 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 5,439
Change-5,439 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 5,429
Change-5,429 (-100%)
Value—
Core Alternative Capital
N/A
Shares— from 5,384
Change-5,384 (-100%)
Value—
RFP Financial Group LLC
N/A
Shares— from 5,384
Change-5,384 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 5,367
Change-5,367 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 5,345
Change-5,345 (-100%)
Value—
Cladis Investment Advisory, LLC
N/A
Shares— from 5,280
Change-5,280 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 5,268
Change-5,268 (-100%)
Value—
Fortune Financial Advisors, LLC
N/A
Shares— from 5,199
Change-5,199 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 5,182
Change-5,182 (-100%)
Value—
Somerset Group LLC
N/A
Shares— from 5,138
Change-5,138 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 5,113
Change-5,113 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 5,086
Change-5,086 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 5,030
Change-5,030 (-100%)
Value—
Seven Springs Wealth Group, LLC
N/A
Shares— from 4,998
Change-4,998 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 4,998
Change-4,998 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 4,973
Change-4,973 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 4,970
Change-4,970 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 4,963
Change-4,963 (-100%)
Value—
Parvin Asset Management, LLC
N/A
Shares— from 4,913
Change-4,913 (-100%)
Value—
Ironvine Capital Partners, LLC
N/A
Shares— from 4,900
Change-4,900 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 4,884
Change-4,884 (-100%)
Value—
First National Bank of Hutchinson
N/A
Shares— from 4,865
Change-4,865 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 4,861
Change-4,861 (-100%)
Value—
CIM Investment Management Inc
N/A
Shares— from 4,843
Change-4,843 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 4,822
Change-4,822 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 4,815
Change-4,815 (-100%)
Value—
Hudson Value Partners, LLC
N/A
Shares— from 4,755
Change-4,755 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 4,694
Change-4,694 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 4,693
Change-4,693 (-100%)
Value—
Signet Private Wealth LLC
N/A
Shares— from 4,654
Change-4,654 (-100%)
Value—
44 Wealth Management LLC
N/A
Shares— from 4,650
Change-4,650 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 4,642
Change-4,642 (-100%)
Value—
Moment Partners, LLC
N/A
Shares— from 4,636
Change-4,636 (-100%)
Value—
Miller Investment Management, LP
N/A
Shares— from 4,631
Change-4,631 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 4,627
Change-4,627 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 4,610
Change-4,610 (-100%)
Value—
Hemenway Trust Co LLC
N/A
Shares— from 4,545
Change-4,545 (-100%)
Value—
Bay Rivers Group
N/A
Shares— from 4,531
Change-4,531 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 4,522
Change-4,522 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 4,520
Change-4,520 (-100%)
Value—
Weik Capital Management
N/A
Shares— from 4,510
Change-4,510 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 4,500
Change-4,500 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 4,440
Change-4,440 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 4,396
Change-4,396 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 4,348
Change-4,348 (-100%)
Value—
Spectrum Investment Advisors, Inc.
N/A
Shares— from 4,338
Change-4,338 (-100%)
Value—
WJ Financial Advisors LLC
N/A
Shares— from 4,330
Change-4,330 (-100%)
Value—
Quattro Advisors LLC
N/A
Shares— from 4,326
Change-4,326 (-100%)
Value—
Atlas Wealth LLC
N/A
Shares— from 4,239
Change-4,239 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 4,227
Change-4,227 (-100%)
Value—
Goepper Burkhardt LLC
N/A
Shares— from 4,214
Change-4,214 (-100%)
Value—
Twinbeech Capital LP
N/A
Shares— from 4,205
Change-4,205 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 4,189
Change-4,189 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 4,157
Change-4,157 (-100%)
Value—
Voya Financial Advisors, Inc.
N/A
Shares— from 4,145
Change-4,145 (-100%)
Value—
Iron Gate Global Advisors LLC
N/A
Shares— from 4,121
Change-4,121 (-100%)
Value—
Arbor Trust Wealth Advisors, LLC
N/A
Shares— from 4,096
Change-4,096 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 4,072
Change-4,072 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 4,058
Change-4,058 (-100%)
Value—
S&T Bank
N/A
Shares— from 4,049
Change-4,049 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 4,040
Change-4,040 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 4,034
Change-4,034 (-100%)
Value—
Secured Retirement Advisors, LLC
N/A
Shares— from 4,020
Change-4,020 (-100%)
Value—
Stoneridge Investment Partners LLC
N/A
Shares— from 4,016
Change-4,016 (-100%)
Value—
Aristotle Atlantic Partners, LLC
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Old North State Trust, LLC
N/A
Shares— from 3,992
Change-3,992 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 3,981
Change-3,981 (-100%)
Value—
Sound Capital Solutions LLC
N/A
Shares— from 3,970
Change-3,970 (-100%)
Value—
Optimize Financial Inc.
N/A
Shares— from 3,970
Change-3,970 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 3,966
Change-3,966 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 3,951
Change-3,951 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 3,945
Change-3,945 (-100%)
Value—
Trinity Legacy Partners, LLC
N/A
Shares— from 3,942
Change-3,942 (-100%)
Value—
Sandro Wealth Management LLC
N/A
Shares— from 3,909
Change-3,909 (-100%)
Value—
Crabel Capital Management, LLC
N/A
Shares— from 3,905
Change-3,905 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 3,900
Change-3,900 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 3,894
Change-3,894 (-100%)
Value—
Winthrop Partners - WNY, LLC
N/A
Shares— from 3,839
Change-3,839 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 3,800
Change-3,800 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 3,785
Change-3,785 (-100%)
Value—
Invst, LLC
N/A
Shares— from 3,785
Change-3,785 (-100%)
Value—
Templeton & Phillips Capital Management, LLC
N/A
Shares— from 3,773
Change-3,773 (-100%)
Value—
Aviso Financial Inc.
N/A
Shares— from 3,770
Change-3,770 (-100%)
Value—
Farringdon Capital, Ltd.
N/A
Shares— from 3,741
Change-3,741 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 3,725
Change-3,725 (-100%)
Value—
Cyber Hornet ETFs LLC
N/A
Shares— from 3,721
Change-3,721 (-100%)
Value—
Northstar Asset Management Inc
N/A
Shares— from 3,670
Change-3,670 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 3,655
Change-3,655 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 3,649
Change-3,649 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 3,638
Change-3,638 (-100%)
Value—
Rock Point Advisors, LLC
N/A
Shares— from 3,623
Change-3,623 (-100%)
Value—
360 Financial, Inc.
N/A
Shares— from 3,618
Change-3,618 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 3,606
Change-3,606 (-100%)
Value—
Magnetar Financial LLC
N/A
Shares— from 3,595
Change-3,595 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 3,594
Change-3,594 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 3,585
Change-3,585 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 3,581
Change-3,581 (-100%)
Value—
Palisade Capital Management, LP
N/A
Shares— from 3,577
Change-3,577 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 3,523
Change-3,523 (-100%)
Value—
Capital Wealth Planning, LLC
N/A
Shares— from 3,445
Change-3,445 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 3,441
Change-3,441 (-100%)
Value—
Requisite Capital Management, LLC
N/A
Shares— from 3,413
Change-3,413 (-100%)
Value—
Catalyst Funds Management Pty Ltd
N/A
Shares— from 3,400
Change-3,400 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 3,380
Change-3,380 (-100%)
Value—
Main Street Research LLC
N/A
Shares— from 3,365
Change-3,365 (-100%)
Value—
Granite Harbor Advisors, Inc.
N/A
Shares— from 3,358
Change-3,358 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 3,357
Change-3,357 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 3,343
Change-3,343 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 3,311
Change-3,311 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 3,274
Change-3,274 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 3,262
Change-3,262 (-100%)
Value—
Advocacy Wealth Management, LLC
N/A
Shares— from 3,252
Change-3,252 (-100%)
Value—
Northwest Quadrant Wealth Management, LLC
N/A
Shares— from 3,249
Change-3,249 (-100%)
Value—
Clarendon Private LLC
N/A
Shares— from 3,246
Change-3,246 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 3,235
Change-3,235 (-100%)
Value—
Riverview Capital Advisers, LLC
N/A
Shares— from 3,217
Change-3,217 (-100%)
Value—
Orographic Financial Advisors, LLC
N/A
Shares— from 3,209
Change-3,209 (-100%)
Value—
Puzo Michael J
N/A
Shares— from 3,200
Change-3,200 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 3,193
Change-3,193 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 3,192
Change-3,192 (-100%)
Value—
Joule Financial, LLC
N/A
Shares— from 3,190
Change-3,190 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 3,186
Change-3,186 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 3,186
Change-3,186 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 3,163
Change-3,163 (-100%)
Value—
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
N/A
Shares— from 3,143
Change-3,143 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 3,136
Change-3,136 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 3,134
Change-3,134 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 3,121
Change-3,121 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 3,103
Change-3,103 (-100%)
Value—
Alan B Lancz & Associates, Inc.
N/A
Shares— from 3,078
Change-3,078 (-100%)
Value—
Dodge & COX
N/A
Shares— from 3,075
Change-3,075 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 3,071
Change-3,071 (-100%)
Value—
Vigil Wealth Management, LLC
N/A
Shares— from 3,071
Change-3,071 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 3,062
Change-3,062 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 3,038
Change-3,038 (-100%)
Value—
Adapt Wealth Advisors, LLC
N/A
Shares— from 3,035
Change-3,035 (-100%)
Value—
Graver Capital Management, LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 2,966
Change-2,966 (-100%)
Value—
Ironwood Investment Management LLC
N/A
Shares— from 2,940
Change-2,940 (-100%)
Value—
KDT Advisors, LLC
N/A
Shares— from 2,938
Change-2,938 (-100%)
Value—
Ames National Corp
N/A
Shares— from 2,938
Change-2,938 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 2,925
Change-2,925 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 2,925
Change-2,925 (-100%)
Value—
Houlihan Financial Resource Group, Ltd.
N/A
Shares— from 2,916
Change-2,916 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 2,913
Change-2,913 (-100%)
Value—
Bolthouse Investments, LLC
N/A
Shares— from 2,913
Change-2,913 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 2,911
Change-2,911 (-100%)
Value—
Zevin Asset Management LLC
N/A
Shares— from 2,905
Change-2,905 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 2,902
Change-2,902 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 2,896
Change-2,896 (-100%)
Value—
Clifford Group, LLC
N/A
Shares— from 2,891
Change-2,891 (-100%)
Value—
AFT, Forsyth & Company, Inc.
N/A
Shares— from 2,889
Change-2,889 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 2,885
Change-2,885 (-100%)
Value—
Caerus Investment Advisors, LLC
N/A
Shares— from 2,861
Change-2,861 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 2,855
Change-2,855 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 2,850
Change-2,850 (-100%)
Value—
Ruggaard & Associates LLC
N/A
Shares— from 2,849
Change-2,849 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 2,839
Change-2,839 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 2,833
Change-2,833 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 2,827
Change-2,827 (-100%)
Value—
America First Investment Advisors, LLC
N/A
Shares— from 2,819
Change-2,819 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 2,800
Change-2,800 (-100%)
Value—
Gentry Private Wealth, LLC
N/A
Shares— from 2,794
Change-2,794 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 2,736
Change-2,736 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 2,732
Change-2,732 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 2,723
Change-2,723 (-100%)
Value—
Evergreen Wealth Partners LLC
N/A
Shares— from 2,710
Change-2,710 (-100%)
Value—
Drexel Morgan & Co.
N/A
Shares— from 2,700
Change-2,700 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 2,683
Change-2,683 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 2,673
Change-2,673 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 2,667
Change-2,667 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 2,663
Change-2,663 (-100%)
Value—
Aurdan Capital Management, LLC
N/A
Shares— from 2,644
Change-2,644 (-100%)
Value—
Lumbard & Kellner, LLC
N/A
Shares— from 2,640
Change-2,640 (-100%)
Value—
Bannerstone Capital Management, LLC
N/A
Shares— from 2,636
Change-2,636 (-100%)
Value—
Wallace Advisory Group, LLC
N/A
Shares— from 2,632
Change-2,632 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 2,629
Change-2,629 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 2,593
Change-2,593 (-100%)
Value—
Generation Capital Management LLC
N/A
Shares— from 2,580
Change-2,580 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 2,568
Change-2,568 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 2,565
Change-2,565 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 2,562
Change-2,562 (-100%)
Value—
Khazanah Nasional Berhad
N/A
Shares— from 2,552
Change-2,552 (-100%)
Value—
D L Carlson Investment Group Inc
N/A
Shares— from 2,531
Change-2,531 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 2,496
Change-2,496 (-100%)
Value—
McLaughlin Asset Management, Inc.
N/A
Shares— from 2,489
Change-2,489 (-100%)
Value—
Keystone Financial Services
N/A
Shares— from 2,481
Change-2,481 (-100%)
Value—
Fiduciary Wealth Partners, LLC
N/A
Shares— from 2,480
Change-2,480 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 2,472
Change-2,472 (-100%)
Value—
Broadleaf Partners, LLC
N/A
Shares— from 2,458
Change-2,458 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 2,458
Change-2,458 (-100%)
Value—
Sunflower Bank, N.A.
N/A
Shares— from 2,453
Change-2,453 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 2,431
Change-2,431 (-100%)
Value—
Doheny Asset Management
N/A
Shares— from 2,429
Change-2,429 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 2,426
Change-2,426 (-100%)
Value—
Tacita Capital Inc
N/A
Shares— from 2,420
Change-2,420 (-100%)
Value—
Riverview Trust Co
N/A
Shares— from 2,418
Change-2,418 (-100%)
Value—
Snowwater Investment Partners, LLC
N/A
Shares— from 2,403
Change-2,403 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 2,402
Change-2,402 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 2,399
Change-2,399 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 2,391
Change-2,391 (-100%)
Value—
Sharp Wealth Advisory, LLC
N/A
Shares— from 2,385
Change-2,385 (-100%)
Value—
Pingora Partners LLC
N/A
Shares— from 2,383
Change-2,383 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 2,371
Change-2,371 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 2,363
Change-2,363 (-100%)
Value—
Valtrion Capital Management, LLC
N/A
Shares— from 2,350
Change-2,350 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 2,348
Change-2,348 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 2,347
Change-2,347 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 2,346
Change-2,346 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 2,323
Change-2,323 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 2,322
Change-2,322 (-100%)
Value—
Jacobs Levy Equity Management, Inc
N/A
Shares— from 2,321
Change-2,321 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 2,313
Change-2,313 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 2,311
Change-2,311 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 2,297
Change-2,297 (-100%)
Value—
Intrepid Financial Planning Group LLC
N/A
Shares— from 2,283
Change-2,283 (-100%)
Value—
Atlantic Family Wealth, LLC
N/A
Shares— from 2,272
Change-2,272 (-100%)
Value—
Twin City Private Wealth, LLC
N/A
Shares— from 2,243
Change-2,243 (-100%)
Value—
Henrickson Nauta Wealth Advisors, Inc.
N/A
Shares— from 2,242
Change-2,242 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 2,241
Change-2,241 (-100%)
Value—
Fi3 Financial Advisors, LLC
N/A
Shares— from 2,229
Change-2,229 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 2,229
Change-2,229 (-100%)
Value—
Elefante Mark B
N/A
Shares— from 2,225
Change-2,225 (-100%)
Value—
Sone Capital Management, LLC
N/A
Shares— from 2,221
Change-2,221 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 2,217
Change-2,217 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 2,186
Change-2,186 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 2,178
Change-2,178 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 2,176
Change-2,176 (-100%)
Value—
Rowlandmiller & Partners.adv
N/A
Shares— from 2,175
Change-2,175 (-100%)
Value—
Boston Partners
N/A
Shares— from 2,165
Change-2,165 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 2,163
Change-2,163 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 2,161
Change-2,161 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 2,158
Change-2,158 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 2,151
Change-2,151 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 2,147
Change-2,147 (-100%)
Value—
Constant Guidance Financial LLC
N/A
Shares— from 2,125
Change-2,125 (-100%)
Value—
Objectivity Squared, LLC
N/A
Shares— from 2,116
Change-2,116 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 2,110
Change-2,110 (-100%)
Value—
Consilio Wealth Advisors, LLC
N/A
Shares— from 2,104
Change-2,104 (-100%)
Value—
Claris Advisors, LLC / MO /
N/A
Shares— from 2,096
Change-2,096 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 2,095
Change-2,095 (-100%)
Value—
First Dallas Securities Inc.
N/A
Shares— from 2,085
Change-2,085 (-100%)
Value—
McGowan Group Asset Management, Inc.
N/A
Shares— from 2,080
Change-2,080 (-100%)
Value—
Paradigm Capital Management, LLC
N/A
Shares— from 2,068
Change-2,068 (-100%)
Value—
SK Wealth Management, LLC
N/A
Shares— from 2,066
Change-2,066 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 2,055
Change-2,055 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 2,032
Change-2,032 (-100%)
Value—
Harris Associates L P
N/A
Shares— from 2,015
Change-2,015 (-100%)
Value—
Wealth Advisors of Iowa, LLC
N/A
Shares— from 2,012
Change-2,012 (-100%)
Value—
Sompo Asset Management Co., Ltd.
N/A
Shares— from 2,010
Change-2,010 (-100%)
Value—
Hurricane Capital Advisors LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Birmingham Capital Management Co Inc
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Bank of Nova Scotia Trust Co
N/A
Shares— from 1,999
Change-1,999 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 1,996
Change-1,996 (-100%)
Value—
Counterweight Ventures, LLC
N/A
Shares— from 1,984
Change-1,984 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 1,976
Change-1,976 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 1,960
Change-1,960 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 1,958
Change-1,958 (-100%)
Value—
Rench Wealth Management, Inc.
N/A
Shares— from 1,939
Change-1,939 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 1,935
Change-1,935 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 1,924
Change-1,924 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 1,924
Change-1,924 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 1,924
Change-1,924 (-100%)
Value—
Ridge Creek Global, Inc
N/A
Shares— from 1,924
Change-1,924 (-100%)
Value—
Knollwood Investment Advisory, LLC
N/A
Shares— from 1,923
Change-1,923 (-100%)
Value—
Claret Asset Management Corp
N/A
Shares— from 1,922
Change-1,922 (-100%)
Value—
Denali Advisors LLC
N/A
Shares— from 1,909
Change-1,909 (-100%)
Value—
Tranquilli Financial Advisor LLC
N/A
Shares— from 1,891
Change-1,891 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 1,880
Change-1,880 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 1,876
Change-1,876 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 1,873
Change-1,873 (-100%)
Value—
Acorns Advisers, LLC
N/A
Shares— from 1,860
Change-1,860 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 1,858
Change-1,858 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 1,855
Change-1,855 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 1,855
Change-1,855 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 1,854
Change-1,854 (-100%)
Value—
OneAscent Investment Solutions LLC
N/A
Shares— from 1,850
Change-1,850 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 1,849
Change-1,849 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 1,841
Change-1,841 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 1,840
Change-1,840 (-100%)
Value—
Reliant Investment Partners, LLC
N/A
Shares— from 1,816
Change-1,816 (-100%)
Value—
Lathrop Investment Management Co
N/A
Shares— from 1,809
Change-1,809 (-100%)
Value—
Bantamac Capital, LLC
N/A
Shares— from 1,807
Change-1,807 (-100%)
Value—
Pine Harbor Wealth Management, LLC
N/A
Shares— from 1,801
Change-1,801 (-100%)
Value—
Kahn Brothers Group Inc
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
German American Bancorp, Inc.
N/A
Shares— from 1,793
Change-1,793 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 1,789
Change-1,789 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 1,782
Change-1,782 (-100%)
Value—
Maxele Advisors, LLC
N/A
Shares— from 1,775
Change-1,775 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 1,772
Change-1,772 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 1,751
Change-1,751 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 1,748
Change-1,748 (-100%)
Value—
Byrne Financial Freedom, LLC
N/A
Shares— from 1,712
Change-1,712 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 1,702
Change-1,702 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
Nicholson Meyer Capital Management, Inc.
N/A
Shares— from 1,694
Change-1,694 (-100%)
Value—
Elk River Wealth Management LLC
N/A
Shares— from 1,690
Change-1,690 (-100%)
Value—
STG Securities, LLC
N/A
Shares— from 1,683
Change-1,683 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 1,683
Change-1,683 (-100%)
Value—
Hanover Advisors Inc
N/A
Shares— from 1,678
Change-1,678 (-100%)
Value—
MOR Wealth Management, LLC
N/A
Shares— from 1,670
Change-1,670 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 1,667
Change-1,667 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 1,665
Change-1,665 (-100%)
Value—
Clark Estates Inc
N/A
Shares— from 1,650
Change-1,650 (-100%)
Value—
Navellier & Associates Inc
N/A
Shares— from 1,642
Change-1,642 (-100%)
Value—
Independent Family Office, LLC
N/A
Shares— from 1,635
Change-1,635 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 1,628
Change-1,628 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 1,628
Change-1,628 (-100%)
Value—
Planning Directions Inc
N/A
Shares— from 1,626
Change-1,626 (-100%)
Value—
Bard Associates Inc
N/A
Shares— from 1,608
Change-1,608 (-100%)
Value—
Ascension Capital Advisors, Inc.
N/A
Shares— from 1,593
Change-1,593 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 1,585
Change-1,585 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 1,584
Change-1,584 (-100%)
Value—
Intellus Advisors LLC
N/A
Shares— from 1,569
Change-1,569 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 1,569
Change-1,569 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 1,567
Change-1,567 (-100%)
Value—
Wealthspan Partners, LLC
N/A
Shares— from 1,566
Change-1,566 (-100%)
Value—
New World Advisors LLC
N/A
Shares— from 1,564
Change-1,564 (-100%)
Value—
Campbell Deegan Wealth Management, LLC
N/A
Shares— from 1,558
Change-1,558 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 1,558
Change-1,558 (-100%)
Value—
Compton Financial Group, LLC
N/A
Shares— from 1,554
Change-1,554 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 1,550
Change-1,550 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 1,518
Change-1,518 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 1,513
Change-1,513 (-100%)
Value—
Alvarez & Marsal Private Wealth Partners, LLC
N/A
Shares— from 1,501
Change-1,501 (-100%)
Value—
Paradigm Capital Management Inc
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
J. Goldman & Co LP
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 1,493
Change-1,493 (-100%)
Value—
Safe Harbor Fiduciary, LLC
N/A
Shares— from 1,483
Change-1,483 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 1,463
Change-1,463 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 1,435
Change-1,435 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 1,432
Change-1,432 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 1,404
Change-1,404 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 1,386
Change-1,386 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 1,380
Change-1,380 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 1,319
Change-1,319 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 1,302
Change-1,302 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 1,275
Change-1,275 (-100%)
Value—
Neo Ivy Capital Management
N/A
Shares— from 1,257
Change-1,257 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 1,232
Change-1,232 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 1,195
Change-1,195 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 1,178
Change-1,178 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 1,067
Change-1,067 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 1,034
Change-1,034 (-100%)
Value—
Heartland Advisors Inc
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Alpine Fox Capital LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 977
Change-977 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 879
Change-879 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 866
Change-866 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 859
Change-859 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 850
Change-850 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 799
Change-799 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 785
Change-785 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 774
Change-774 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 737
Change-737 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 666
Change-666 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 658
Change-658 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 644
Change-644 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 630
Change-630 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 629
Change-629 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 565
Change-565 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 556
Change-556 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 552
Change-552 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 532
Change-532 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 521
Change-521 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 515
Change-515 (-100%)
Value—
NI Acquisitions Company, LLC
N/A
Shares— from 511
Change-511 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 509
Change-509 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 504
Change-504 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 500
Change-500 (-100%)
Value—
Twin Lakes Capital Management, LLC
N/A
Shares— from 491
Change-491 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 477
Change-477 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 475
Change-475 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 460
Change-460 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 446
Change-446 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 401
Change-401 (-100%)
Value—
Palouse Capital Management, Inc.
N/A
Shares— from 400
Change-400 (-100%)
Value—
Battery Global Advisors, LLC
N/A
Shares— from 380
Change-380 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 360
Change-360 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 353
Change-353 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 343
Change-343 (-100%)
Value—
Aster Capital Management (Difc) Ltd
N/A
Shares— from 337
Change-337 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 309
Change-309 (-100%)
Value—
KEB Asset Management, LLC
N/A
Shares— from 308
Change-308 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 301
Change-301 (-100%)
Value—
1248 Management, LLC
N/A
Shares— from 259
Change-259 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 255
Change-255 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 250
Change-250 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 245
Change-245 (-100%)
Value—
Osterweis Capital Management Inc
N/A
Shares— from 230
Change-230 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 227
Change-227 (-100%)
Value—
Financial Avengers, Inc.
N/A
Shares— from 226
Change-226 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 200
Change-200 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 194
Change-194 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 173
Change-173 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 158
Change-158 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 156
Change-156 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 143
Change-143 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 133
Change-133 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 131
Change-131 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 120
Change-120 (-100%)
Value—
Keewaydin Investments LLC
N/A
Shares— from 108
Change-108 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 105
Change-105 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 88
Change-88 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 70
Change-70 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 70
Change-70 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 70
Change-70 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 60
Change-60 (-100%)
Value—
Clal Insurance Enterprises Holdings Ltd
N/A
Shares— from 58
Change-58 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 54
Change-54 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 52
Change-52 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 50
Change-50 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 41
Change-41 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 41
Change-41 (-100%)
Value—
Quarry LP
N/A
Shares— from 19
Change-19 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 17
Change-17 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 17
Change-17 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 14
Change-14 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 14
Change-14 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 8
Change-8 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 8
Change-8 (-100%)
Value—
Ross\johnson & Associates LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Geode Capital Management, LLC
INCREASED35,595,78934,977,755+618,034+2%$4.7B$4.5B-$218.5M2026-11-06
Amundi
INCREASED10,833,3378,351,306+2,482,031+30%$1.1B$1.4B+$242.0M2026-11-06
Bank of New York Mellon Corp
DECREASED10,668,67110,716,001-47,3300%$1.5B$1.4B-$99.0M2026-11-05
Deutsche Bank Ag\
INCREASED9,387,8288,533,926+853,902+10%$1.2B$1.2B+$34.1M2026-11-06
Fisher Asset Management, LLC
INCREASED8,987,0868,676,821+310,265+4%$1.2B$1.1B-$36.0M2026-11-06
Dimensional Fund Advisors LP
INCREASED8,429,3528,295,152+134,200+2%$1.1B$1.1B-$55.0M2026-11-04
Acadian Asset Management LLC
DECREASED5,261,4796,744,246-1,482,767-22%$913.1M$666.7K-$912.5M2026-11-09
PNC Financial Services Group, Inc.
DECREASED3,791,6273,849,038-57,411-1%$521.2M$480.5M-$40.7M2026-11-06
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED3,708,9763,499,917+209,059+6%$473.9M$470.0M-$3.9M2026-11-05
DekaBank Deutsche Girozentrale
INCREASED3,489,7272,756,660+733,067+27%$426.5K$449.0K+$22.4K2026-10-27
Sumitomo Mitsui Trust Group, Inc.
DECREASED3,418,6713,550,169-131,498-4%$480.7M$433.2M-$47.5M2026-10-29
Aberdeen Group plc
INCREASED2,863,0521,105,492+1,757,560+159%$149.7M$80.0M-$69.7M2026-11-06
Barclays PLC
DECREASED2,779,5682,943,243-163,675-6%$398.5M$352.2M-$46.3M2026-11-06
ProShare Advisors LLC
INCREASED2,757,2532,533,885+223,368+9%$343.1M$349.4M+$6.3M2026-10-29
Nordea Investment Management AB
DECREASED2,753,7092,934,401-180,692-6%$401.0M$353.2M-$47.7M2026-11-09
LPL Financial LLC
INCREASED2,589,8772,503,539+86,338+3%$339.0M$328.2M-$10.8M2026-11-06
Flossbach VON Storch SE
DECREASED2,472,1752,554,594-82,419-3%$345.9M$313.3M-$32.6M2026-10-28
Bank of Montreal
DECREASED2,362,4262,521,805-159,379-6%$341.5M$299.4M-$42.1M2026-11-09
Beutel, Goodman & Co Ltd.
INCREASED2,279,84722,739+2,257,108+9926%$3.1M$288.9K-$2.8M2026-11-04
Citigroup Inc
DECREASED2,258,4602,754,649-496,189-18%$373.0M$286.2M-$86.8M2026-11-04
Mirae Asset Global Investments Co., Ltd.
INCREASED2,225,7431,878,694+347,049+18%$254.4M$282.0M+$27.7M2026-11-03
PineStone Asset Management Inc.
DECREASED2,111,2582,182,458-71,200-3%$295.5M$267.5M-$28.0M2026-10-16
Yacktman Asset Management LP
INCREASED2,097,0842,072,843+24,241+1%$280.7M$265.7M-$14.9M2026-11-02
Fiera Capital Corp
DECREASED1,998,3542,261,117-262,763-12%$306.2M$253.2M-$52.9M2026-11-06
Russell Investments Group, Ltd.
DECREASED1,803,3821,898,888-95,506-5%$258.5M$229.2M-$29.3M2026-11-06
Principal Financial Group Inc
DECREASED1,574,7631,716,571-141,808-8%$232.4M$199.6M-$32.9M2026-11-02
US Bancorp \de\
DECREASED1,378,3171,538,725-160,408-10%$208.3M$174.7M-$33.7M2026-11-05
Guinness Asset Management LTD
DECREASED1,315,2101,363,494-48,284-4%$183.8M$166.7M-$17.1M2026-11-05
Assenagon Asset Management S.A.
DECREASED1,248,5943,715,812-2,467,218-66%$503.1M$158.2M-$344.9M2026-10-15
Cincinnati Insurance Co
UNCHANGED1,240,5001,240,50000%$168.0M$157.2M-$10.8M2026-11-03
LSV Asset Management
INCREASED1,231,821792,839+438,982+55%$107.4M$156.1K-$107.2M2026-11-06
MacKenzie Financial Corp
INCREASED1,194,1581,094,603+99,555+9%$148.2M$151.3M+$3.1M2026-11-02
Neos Investment Management LLC
INCREASED1,169,0931,042,623+126,470+12%$141.2M$148.1M+$7.0M2026-11-04
Keybank National Association
INCREASED1,124,7341,025,539+99,195+10%$138.9M$142.5M+$3.7M2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED1,088,9041,060,373+28,531+3%$135.0M$129.3M-$5.8M2026-10-13
New York State Teachers Retirement System
DECREASED1,067,3961,119,123-51,727-5%$151.5M$135.3K-$151.4M2026-10-22
Lansforsakringar Fondforvaltning AB (publ)
INCREASED1,061,2661,005,198+56,068+6%$136.1M$134.5M-$1.6M2026-11-09
Lindsell Train Ltd
DECREASED950,9881,023,706-72,718-7%$138.6M$120.5M-$18.1M2026-11-02
Truist Financial Corp
DECREASED914,457963,841-49,384-5%$130.5M$115.9M-$14.6M2026-10-30
Fifth Third Bancorp
DECREASED913,232989,938-76,706-8%$134.0M$115.7M-$18.3M2026-11-05
Danske Bank A/S
DECREASED883,5761,175,464-291,888-25%$159.2M$112.0M-$47.2M2026-11-09
PFA Pension, Forsikringsaktieselskab
DECREASED880,319953,082-72,763-8%$129.0M$111.6M-$17.5M2026-11-06
Swedbank AB
DECREASED878,665888,767-10,102-1%$120.3M$111.3M-$9.0M2026-10-27
Pictet Asset Management Holding SA
DECREASED832,457851,584-19,127-2%$115.3M$105.5M-$9.8M2026-11-03
Focused Investors LLC
DECREASED817,950972,650-154,700-16%$131.7M$103.7M-$28.0M2026-10-30
Creative Planning
DECREASED815,590827,634-12,044-1%$112.1M$103.4M-$8.7M2026-11-02
Squarepoint Ops LLC
DECREASED775,4611,980,185-1,204,724-61%$268.1M$98.3M-$169.9M2026-11-09
Davenport & Co LLC
INCREASED729,609581,948+147,661+25%$79.2M$92.8M+$13.6M2026-10-14
King Luther Capital Management Corp
DECREASED716,040767,078-51,038-7%$103.9M$90.7M-$13.1M2026-11-05
CIBC Asset Management Inc
DECREASED711,104726,686-15,582-2%$98.4M$90.1M-$8.3M2026-11-05
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED698,342847,234-148,892-18%$114.7M$88.5M-$26.2M2026-10-15
KBC Group NV
INCREASED696,449685,312+11,137+2%$92.8M$88.3K-$92.7M2026-10-22
Asset Management One Co., Ltd.
INCREASED675,837667,250+8,587+1%$90.3M$85.6M-$4.7M2026-10-27
Commonwealth Equity Services, LLC
DECREASED641,056671,457-30,401-5%$90.9M$81.2M-$9.7M2026-11-02
Swiss Life Asset Management Ltd
INCREASED635,098455,416+179,682+39%$61.7M$80.5M+$18.8M2026-11-03
Thrivent Financial for Lutherans
DECREASED603,910604,104-1940%$81.8M$76.5K-$81.7M2026-11-05
Handelsbanken Fonder AB
INCREASED588,166562,298+25,868+5%$76.1K$74.5K-$1.6K2026-11-09
Temasek Holdings (Private) Ltd
UNCHANGED579,619579,61900%$78.5M$73.4M-$5.0M2026-10-28
Baillie Gifford & Co
DECREASED578,583603,782-25,199-4%$81.8M$73.3M-$8.4M2026-11-09
Strs Ohio
DECREASED564,831590,123-25,292-4%$79.9M$71.6M-$8.3M2026-10-30
Bessemer Group Inc
DECREASED543,410592,080-48,670-8%$80.2M$68.9K-$80.1M2026-11-09
Douglas Lane & Associates, LLC
INCREASED529,950511,236+18,714+4%$69.2M$67.2M-$2.1M2026-10-09
Bahl & Gaynor LLC
DECREASED526,026606,526-80,500-13%$82.1M$66.7M-$15.5M2026-11-05
Fort Washington Investment Advisors Inc
DECREASED522,233524,663-2,4300%$71.0M$66.2M-$4.9M2026-10-15
Sanders Capital, LLC
DECREASED507,521530,401-22,880-4%$71.8M$64.3M-$7.5M2026-11-02
D.A. Davidson & Co.
INCREASED493,959491,937+2,022+0%$66.6M$62.6M-$4.0M2026-10-28
Virginia Retirement Systems ET Al
DECREASED480,316541,816-61,500-11%$73.4M$60.9M-$12.5M2026-10-28
ASR Vermogensbeheer N.V.
INCREASED478,836442,064+36,772+8%$59.9M$60.7M+$822.2K2026-10-16
Boston Trust Walden Corp
DECREASED463,732514,132-50,400-10%$69.6M$58.8M-$10.8M2026-10-30
Aegon Asset Management UK PLC
DECREASED452,128495,638-43,510-9%$67.1M$57.3M-$9.8M2026-11-04
Daiwa Securities Group Inc.
DECREASED444,458480,276-35,818-7%$65.0M$56.3M-$8.7M2026-10-29
State of New Jersey Common Pension Fund D
DECREASED442,673444,006-1,3330%$60.1M$56.1M-$4.0M2026-11-05
Old Republic International Corp
DECREASED432,850460,250-27,400-6%$62.4K$54.9K-$7.6K2026-10-26
Exchange Traded Concepts, LLC
INCREASED430,086339,805+90,281+27%$46.0M$54.5M+$8.5M2026-10-28
SEB Asset Management AB
DECREASED422,031526,880-104,849-20%$71.3M$53.5M-$17.9M2026-11-04
Kornitzer Capital Management Inc
INCREASED419,911412,189+7,722+2%$55.8M$53.2M-$2.6M2026-11-03
Midwest Trust Co
INCREASED400,353384,601+15,752+4%$52.1M$50.7M-$1.3M2026-10-22
J. Safra Sarasin Holding AG
INCREASED393,203391,872+1,331+0%$59.7M$59.7M+$29.2K2026-10-26
Czech National Bank
INCREASED392,166389,035+3,131+1%$52.7M$49.7M-$3.0M2026-10-13
Vest Financial, LLC
INCREASED392,105343,997+48,108+14%$46.6M$49.7M+$3.1M2026-10-21
B. Metzler seel. Sohn & Co. AG
INCREASED390,289377,115+13,174+3%$51.1M$49.5M-$1.6M2026-10-30
Welch & Forbes LLC
DECREASED389,837402,525-12,688-3%$54.5M$49.4M-$5.1M2026-11-04
Arizona State Retirement System
INCREASED380,671379,252+1,419+0%$51.4M$48.2M-$3.1M2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED378,864360,092+18,772+5%$48.8M$48.0K-$48.7M2026-11-02
Nykredit A/S
DECREASED373,300382,560-9,260-2%$51.8M$47.3M-$4.5M2026-11-06
Rockland Trust Co
INCREASED367,153357,750+9,403+3%$48.4M$46.5M-$1.9M2026-10-05
Rakuten Investment Management, Inc.
INCREASED363,598329,506+34,092+10%$45.7M$46.8M+$1.1M2026-10-30
BI Asset Management Fondsmaeglerselskab A/S
DECREASED359,357607,710-248,353-41%$82.3M$45.5K-$82.2M2026-10-22
Welch Group, LLC
INCREASED353,597346,274+7,323+2%$46.9M$44.8M-$2.1M2026-10-29
State of Michigan Retirement System
DECREASED351,222358,222-7,000-2%$48.5M$44.5M-$4.0M2026-10-27
Nisa Investment Advisors, LLC
DECREASED349,592361,020-11,428-3%$48.9M$44.3M-$4.6M2026-10-20
Everett Harris & Co
DECREASED349,124356,791-7,667-2%$48.3M$44.2M-$4.1M2026-10-28
Nichols & Pratt Advisers LLP
DECREASED346,901354,402-7,501-2%$48.0M$43.6M-$4.4M2026-10-13
PensionDanmark Pensionsforsikringsaktieselskab
INCREASED344,209337,497+6,712+2%$45.7M$43.6M-$2.1M2026-10-19
Auto-Owners Insurance Co
UNCHANGED329,278329,27800%$44.6M$41.7M-$2.9M2026-10-15
Vaughan David Investments LLC
INCREASED320,572313,116+7,456+2%$42.4M$40.6K-$42.4M2026-11-05
IFM Investors Pty Ltd
INCREASED318,258311,164+7,094+2%$42.1M$40.3M-$1.8M2026-10-14
Salem Investment Counselors Inc
INCREASED314,704287,078+27,626+10%$38.9M$39.9M+$1.0M2026-10-13
Gateway Investment Advisers LLC
INCREASED313,091284,112+28,979+10%$38.5M$39.7M+$1.2M2026-10-13
Corda Investment Management, Llc.
INCREASED311,357303,053+8,304+3%$41.0M$39.5M-$1.6M2026-10-22
Eurizon Capital SGR S.p.A.
DECREASED307,178399,335-92,157-23%$54.2M$39.0M-$15.2M2026-11-06
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED301,551301,882-3310%$40.9M$38.2M-$2.7M2026-11-03
Matrix Asset Advisors Inc
INCREASED297,512268,055+29,457+11%$36.3M$37.7M+$1.4M2026-10-13
Kestra Advisory Services, LLC
INCREASED297,347244,609+52,738+22%$33.1M$37.7M+$4.6M2026-11-02
Cohen Klingenstein LLC
DECREASED294,631295,866-1,2350%$40.1M$37.3M-$2.7M2026-10-15
Absher Wealth Management, LLC
INCREASED290,586269,725+20,861+8%$36.5M$36.8M+$302.4K2026-11-02
Retirement Systems of Alabama
DECREASED286,229400,527-114,298-29%$54.2M$36.3M-$18.0M2026-11-04
Mondrian Investment Partners LTD
DECREASED286,077546,759-260,682-48%$74.0M$36.3M-$37.8M2026-10-23
Conning Inc.
INCREASED285,639263,864+21,775+8%$35.7M$36.2M+$469.0K2026-10-27
Roffman Miller Associates Inc
INCREASED281,223256,046+25,177+10%$34.7M$31.6M-$3.1M2026-10-19
Xponance LLC
INCREASED280,649264,243+16,406+6%$35.8M$35.6M-$214.7K2026-11-03
Vontobel Holding Ltd.
DECREASED274,171577,168-302,997-52%$78.1M$34.7M-$43.4M2026-10-16
Smith Chas P & Associates PA Cpas
INCREASED272,823259,252+13,571+5%$35.1M$35.9M+$770.8K2026-10-22
GF Fund Management Co. Ltd.
DECREASED271,358276,018-4,660-2%$37.4M$34.4M-$3.0M2026-10-26
Cambiar Investors LLC
DECREASED269,402318,975-49,573-16%$43.2M$34.1M-$9.1M2026-11-04
First American Bank
DECREASED266,998297,092-30,094-10%$40.2M$33.8M-$6.4M2026-10-27
Illinois Municipal Retirement Fund
INCREASED266,016255,999+10,017+4%$34.7M$33.7M-$952.7K2026-11-05
Williams Jones Wealth Management, Llc.
DECREASED254,761267,519-12,758-5%$36.2M$32.3M-$3.9M2026-11-05
Robeco Institutional Asset Management B.V.
DECREASED247,8471,088,276-840,429-77%$147.4M$31.4M-$115.9M2026-10-20
Savant Capital, LLC
INCREASED240,444233,843+6,601+3%$33.6M$30.5M-$3.1M2026-11-06
Sterling Capital Management LLC
DECREASED236,685270,206-33,521-12%$36.6M$30.0M-$6.6M2026-10-22
Amalgamated Bank
DECREASED236,586243,333-6,747-3%$32.9M$30.0K-$32.9M2026-10-23
New York Life Investment Management LLC
INCREASED235,957233,016+2,941+1%$31.6M$29.9M-$1.6M2026-11-04
LBP AM SA
INCREASED224,67568,099+156,576+230%$9.2M$28.5M+$19.3M2026-11-06
Verity & Verity, LLC
INCREASED222,091219,678+2,413+1%$29.7M$28.1M-$1.6M2026-10-23
iA Global Asset Management Inc.
DECREASED219,615250,217-30,602-12%$33.9M$27.8K-$33.9M2026-10-29
Oppenheimer Asset Management Inc.
INCREASED217,324195,871+21,453+11%$26.5M$27.5M+$1.0M2026-10-27
Wealthfront Advisers LLC
INCREASED217,191204,798+12,393+6%$27.7M$27.5M-$207.2K2026-11-09
Busey Bank
DECREASED214,883215,358-4750%$29.2M$27.2M-$1.9M2026-10-26
Tandem Investment Advisors, Inc.
INCREASED214,311193,158+21,153+11%$26.2M$27.2M+$1.0M2026-11-04
Waters Parkerson & Co., LLC
INCREASED213,286208,802+4,484+2%$28.3M$27.0M-$1.2M2026-11-04
ABN Amro Investment Solutions
INCREASED211,988173,167+38,821+22%$23.4M$26.9M+$3.4M2026-10-21
Meyer Handelman Co
DECREASED211,605230,484-18,879-8%$31.2M$26.8M-$4.4M2026-10-28
Lido Advisors, LLC
DECREASED207,433212,417-4,984-2%$28.8M$26.3M-$2.5M2026-11-04
Sumitomo Mitsui DS Asset Management Company, Ltd
DECREASED207,257211,745-4,488-2%$28.7M$26.3M-$2.4M2026-10-20
TD Waterhouse Canada Inc.
DECREASED202,966412,372-209,406-51%$58.2M$25.5M-$32.7M2026-10-16
Police & Firemen's Retirement System of New Jersey
DECREASED200,307204,417-4,110-2%$27.7M$25.4M-$2.3M2026-11-09
Tctc Holdings, LLC
INCREASED199,508199,388+120+0%$27.0M$25.3M-$1.7M2026-11-02
Willis Investment Counsel
DECREASED198,361239,514-41,153-17%$32.4M$25.1M-$7.3M2026-10-20
Clearstead Advisors, LLC
DECREASED196,965206,187-9,222-4%$27.9M$25.0M-$3.0M2026-11-06
Avanza Fonder AB
INCREASED196,704178,340+18,364+10%$24.1M$24.9M+$779.1K2026-10-13
UniSuper Management Pty Ltd
DECREASED194,324414,364-220,040-53%$56.1M$24.6M-$31.5M2026-10-26
Calamos Advisors LLC
INCREASED192,188188,382+3,806+2%$25.5M$24.4M-$1.2M2026-11-02
Bank Julius Baer & Co. Ltd, Zurich
INCREASED191,162177,555+13,607+8%$24.1M$24.2M+$163.8K2026-10-29
Candriam S.C.A.
INCREASED185,793179,182+6,611+4%$24.2M$23.6M-$608.2K2026-11-03
Arbejdsmarkedets Tillaegspension
DECREASED185,400193,900-8,500-4%$26.3M$23.5M-$2.8M2026-10-30
Professional Advisory Services Inc
DECREASED182,030194,772-12,742-7%$26.4K$23.1K-$3.3K2026-10-08
DDD Partners, LLC
INCREASED181,026137,578+43,448+32%$18.6M$22.9M+$4.3M2026-11-02
Viking Fund Management LLC
INCREASED180,000139,000+41,000+30%$18.8M$22.8M+$4.0M2026-10-14
Deroy & Devereaux Private Investment Counsel Inc
INCREASED178,693176,444+2,249+1%$23.9M$22.6K-$23.9M2026-10-26
Farmers & Merchants Investments Inc
INCREASED178,562172,175+6,387+4%$23.3M$22.6M-$685.1K2026-10-22
Campbell Newman Asset Management Inc
DECREASED178,157185,743-7,586-4%$25.1M$22.6M-$2.6M2026-10-22
Pinnacle Associates LTD
DECREASED176,656184,500-7,844-4%$25.0M$22.4M-$2.6M2026-10-20
Banque Pictet & CIE SA
INCREASED174,844153,181+21,663+14%$20.7M$22.2M+$1.4M2026-10-16
Troy Asset Management Ltd
DECREASED170,342182,153-11,811-6%$24.7M$21.6M-$3.1M2026-10-28
Oregon Public Employees Retirement Fund
DECREASED167,838168,004-1660%$22.7M$21.3M-$1.5M2026-10-30
Birch Hill Investment Advisors LLC
DECREASED167,442184,915-17,473-9%$25.0M$21.2M-$3.8M2026-10-16
Saratoga Research & Investment Management
DECREASED163,570164,728-1,158-1%$22.3M$20.7M-$1.6M2026-10-16
Torray Investment Partners LLC
INCREASED163,262146,268+16,994+12%$19.8M$20.7M+$883.9K2026-10-30
Philip James Wealth Mangement, LLC
INCREASED161,63996,392+65,247+68%$13.1M$20.5M+$7.4M2026-10-27
State of Alaska, Department of Revenue
DECREASED160,703165,331-4,628-3%$22.4M$20.4K-$22.4M2026-10-15
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED159,818168,532-8,714-5%$22.8M$20.3M-$2.6M2026-10-23
Chesley Taft & Associates LLC
DECREASED157,864162,052-4,188-3%$21.9M$20.0M-$1.9M2026-10-13
HB Wealth Management, LLC
INCREASED156,360148,180+8,180+6%$20.1M$19.8M-$249.7K2026-10-23
Kestra Private Wealth Services, LLC
INCREASED155,715152,730+2,985+2%$20.7M$19.7M-$947.4K2026-11-06
Wilmington Savings Fund Society, FSB
DECREASED155,580160,019-4,439-3%$21.7M$19.7M-$2.0M2026-10-23
Clifford Swan Investment Counsel LLC
INCREASED154,549152,112+2,437+2%$20.6M$19.6M-$1.0M2026-11-05
Yousif Capital Management, LLC
INCREASED153,220151,744+1,476+1%$20.5M$19.4M-$1.1M2026-10-22
Louisiana State Employees Retirement System
DECREASED153,100157,700-4,600-3%$21.4M$19.4M-$2.0M2026-10-20
Allspring Global Investments Holdings, LLC
INCREASED152,697151,240+1,457+1%$21.3M$19.2M-$2.2M2026-11-04
Border to Coast Pensions Partnership Ltd
DECREASED150,578309,269-158,691-51%$41.8M$19.1K-$41.8M2026-10-09
Fidelity National Financial, Inc.
UNCHANGED150,000150,00000%$20.3M$19.0M-$1.3M2026-11-06
MassMutual Private Wealth & Trust, FSB
INCREASED149,520146,901+2,619+2%$19.9M$18.9M-$943.2K2026-10-05
Telos Capital Management, Inc.
DECREASED147,752148,515-763-1%$20.1M$18.7M-$1.4M2026-11-02
Heritage Investors Management Corp
DECREASED147,437159,548-12,111-8%$21.6M$18.7K-$21.6M2026-10-29
Coerente Capital Management
INCREASED145,213144,699+514+0%$19.6M$18.4M-$1.2M2026-10-29
Country Trust Bank
DECREASED144,331153,894-9,563-6%$20.8M$18.3M-$2.5M2026-10-30
Godsey & Gibb, Inc
INCREASED143,346140,346+3,000+2%$19.0M$18.2M-$838.0K2026-10-14
Franklin Street Advisors Inc
DECREASED143,264148,174-4,910-3%$20.1M$18.2M-$1.9M2026-10-13
Diversified Trust Co
INCREASED141,60089,864+51,736+58%$12.2M$17.9M+$5.8M2026-11-06
Modera Wealth Management, LLC
DECREASED141,303146,496-5,193-4%$19.8M$17.9M-$1.9M2026-10-28
Crestwood Advisors Group, LLC
DECREASED141,277193,926-52,649-27%$26.3M$17.9M-$8.4M2026-10-27
Mutual of America Capital Management LLC
DECREASED139,753140,953-1,200-1%$19.1M$17.7M-$1.4M2026-10-23
Florida Trust Wealth Management Co
DECREASED139,698146,249-6,551-4%$19.8M$17.7M-$2.1M2026-11-05
Central Trust Co
DECREASED139,417147,504-8,087-5%$20.0M$17.7M-$2.3M2026-11-05
Brookstone Capital Management
INCREASED139,209130,977+8,232+6%$17.7M$17.6M-$93.7K2026-10-22
QV Investors Inc.
DECREASED137,685139,795-2,110-2%$18.9M$17.4K-$18.9M2026-10-20
Assetmark, Inc
DECREASED137,107140,615-3,508-2%$19.0M$17.4M-$1.7M2026-10-21
JB Capital LLC
INCREASED134,423131,311+3,112+2%$17.8M$17.0M-$745.3K2026-10-19
Regions Financial Corp
DECREASED134,286139,356-5,070-4%$18.9M$17.0M-$1.9M2026-11-05
Cantor Fitzgerald Investment Advisors L.P.
INCREASED134,24711,855+122,392+1032%$1.6M$17.0M+$15.4M2026-10-21
Foster Victor Wealth Advisors, LLC
INCREASED133,788120,168+13,620+11%$16.3M$17.9M+$1.6M2026-10-21
Intech Investment Management LLC
DECREASED130,733145,363-14,630-10%$19.7M$16.6M-$3.1M2026-11-09
Henshaw Capital LLC
UNCHANGED130,666130,66600%$17.7M$16.6M-$1.1M2026-11-03
General American Investors Co Inc
UNCHANGED130,000130,00000%$17.6M$16.5M-$1.1M2026-11-02
Hendershot Investments Inc.
DECREASED128,994129,664-670-1%$17.6M$16.3M-$1.2M2026-11-05
Cincinnati Financial Corp
UNCHANGED127,500127,50000%$17.3M$16.2M-$1.1M2026-11-03
Kanawha Capital Management LLC
INCREASED127,422127,257+165+0%$17.2M$16.1M-$1.1M2026-10-19
Merit Financial Group, LLC
DECREASED126,510138,616-12,106-9%$18.8M$16.0M-$2.7M2026-11-06
Smith Salley Wealth Management
DECREASED124,881125,785-904-1%$17.0M$15.8M-$1.2M2026-11-03
Oppenheimer & Co Inc
DECREASED124,540134,268-9,728-7%$18.2M$15.8M-$2.4M2026-10-26
Intact Investment Management Inc.
DECREASED124,300138,200-13,900-10%$18.7M$15.8M-$3.0M2026-11-03
Americana Partners, LLC
INCREASED122,629117,933+4,696+4%$16.0M$15.5M-$428.6K2026-10-28
CapWealth Advisors, LLC
INCREASED122,304120,234+2,070+2%$16.3M$15.5M-$781.3K2026-10-05
Anchor Capital Advisors LLC
DECREASED120,376122,835-2,459-2%$16.6M$15.3M-$1.4M2026-11-05
Mesirow Financial Investment Management, Inc.
DECREASED118,546129,101-10,555-8%$17.5M$15.0M-$2.5M2026-11-05
Generali Asset Management SPA SGR
DECREASED117,860120,739-2,879-2%$16.3M$14.9M-$1.4M2026-10-26
Stack Financial Management, Inc
DECREASED117,662117,752-900%$15.9M$14.9M-$1.0M2026-11-02
Concurrent Investment Advisors, LLC
DECREASED116,816119,505-2,689-2%$16.2M$14.8M-$1.4M2026-10-16
Albion Financial Group
INCREASED116,37176,187+40,184+53%$10.3M$14.7M+$4.4M2026-10-21
Washington Trust Advisors, Inc.
DECREASED115,736116,493-757-1%$15.8M$14.7M-$1.1M2026-10-22
Allworth Financial LP
INCREASED114,30563,565+50,740+80%$8.6M$15.5M+$6.9M2026-11-06
Associated Banc-Corp
DECREASED114,292134,186-19,894-15%$18.2M$14.5M-$3.7M2026-10-30
Palisade Asset Management, LLC
DECREASED113,823114,269-4460%$15.5M$14.4M-$1.0M2026-11-03
Bokf, NA
DECREASED112,624125,070-12,446-10%$16.9M$14.3M-$2.7M2026-10-27
Argent Capital Management LLC
DECREASED112,147116,779-4,632-4%$15.8M$14.2M-$1.6M2026-10-05
Mizuho Securities USA LLC
INCREASED111,423107,002+4,421+4%$14.5M$15.6M+$1.1M2026-11-09
Villere ST Denis J & Co LLC
DECREASED110,737124,500-13,763-11%$16.9M$14.0M-$2.8M2026-11-04
Wilkins Investment Counsel Inc
INCREASED110,286109,640+646+1%$14.8M$14.0M-$869.8K2026-11-03
Gulf International Bank (UK) Ltd
INCREASED110,041104,041+6,000+6%$14.1M$13.9K-$14.1M2026-10-20
Soltis Investment Advisors LLC
INCREASED108,71570,806+37,909+54%$9.6M$13.8M+$4.2M2026-10-28
Vise Technologies, Inc.
DECREASED106,406114,072-7,666-7%$15.4M$13.5M-$2.0M2026-10-29
Stockman Wealth Management, Inc.
INCREASED105,944101,084+4,860+5%$13.7M$13.4M-$261.6K2026-10-27
Trust Co of Vermont
DECREASED104,731110,474-5,743-5%$15.0M$13.3M-$1.7M2026-10-21
Prospera Financial Services Inc
INCREASED104,680103,379+1,301+1%$14.0M$14.4M+$379.0K2026-11-04
Atria Investments, Inc
INCREASED102,97596,935+6,040+6%$13.1M$13.0M-$76.0K2026-10-15
Apollon Wealth Management, LLC
DECREASED101,683105,174-3,491-3%$14.2M$12.9M-$1.4M2026-10-23
Moors & Cabot, Inc.
DECREASED101,637101,685-480%$13.8M$12.9M-$888.7K2026-11-06
Parthenon LLC
DECREASED101,065101,089-240%$13.7M$12.8M-$880.5K2026-10-22
Ethic Inc.
INCREASED100,12192,071+8,050+9%$12.5M$12.7M+$220.9K2026-11-03
Moran Wealth Management, LLC
INCREASED98,29196,651+1,640+2%$13.1M$12.5M-$631.1K2026-10-22
Folger Nolan Fleming Douglas Capital Management, Inc
DECREASED97,27999,294-2,015-2%$13.4M$12.3M-$1.1M2026-10-13
Argent Trust Co
DECREASED96,59099,155-2,565-3%$13.4M$12.2M-$1.2M2026-11-09
Profund Advisors LLC
DECREASED96,377103,967-7,590-7%$14.1M$12.2M-$1.9M2026-10-29
Markel Group Inc.
UNCHANGED96,21096,21000%$13.0M$12.2M-$835.1K2026-10-30
PBU - The Pension Fund of Early Childhood & Youth Educators
INCREASED95,74789,216+6,531+7%$12.1M$12.1M+$53.2K2026-11-06
Mirae Asset Securities (USA) Inc.
NEW95,705—+95,705——$12.1M—2026-10-15
Washington Trust Co
DECREASED94,74696,316-1,570-2%$13.0M$12.0M-$1.0M2026-10-22
Guyasuta Investment Advisors Inc
DECREASED94,180100,489-6,309-6%$13.6M$11.9M-$1.7M2026-10-15
Beaumont Financial Advisors, LLC
DECREASED93,95796,971-3,014-3%$13.1M$11.9M-$1.2M2026-10-22
Fideuram Asset Management (Ireland) dac
INCREASED93,55966,391+27,168+41%$9.7M$13.0M+$3.3M2026-10-29
Allied Investment Advisors, LLC
INCREASED92,82886,661+6,167+7%$11.7M$11.8M+$29.3K2026-10-13
Farther Finance Advisors, LLC
INCREASED92,81886,921+5,897+7%$11.8M$11.8M-$13.7K2026-10-08
Choreo, LLC
INCREASED92,62090,586+2,034+2%$12.3M$11.7M-$528.5K2026-10-28
Montag A & Associates Inc
INCREASED92,29988,874+3,425+4%$12.0M$11.7M-$337.4K2026-10-29
Forbes J M & Co LLP
INCREASED92,15791,643+514+1%$12.4M$11.7M-$730.3K2026-10-16
Ag2r LA Mondiale Gestion D'actifs
INCREASED92,09979,745+12,354+15%$10.8M$11.7M+$873.3K2026-10-26
Jacobs & Co
DECREASED91,90792,075-1680%$12.5K$11.6K-$8202026-10-09
Lmcg Investments, LLC
INCREASED90,84982,764+8,085+10%$11.2M$11.5M+$306.1K2026-10-21
First Citizens Bank & Trust Co
INCREASED90,52687,969+2,557+3%$11.9M$11.5M-$439.5K2026-10-14
Imc-Chicago, LLC
DECREASED90,268304,877-214,609-70%$41.3M$11.4M-$29.8M2026-11-05
Coleford Investment Management Ltd.
INCREASED89,80089,605+195+0%$12.1M$11.4M-$753.1K2026-11-09
Thompson Investment Management, Inc.
INCREASED89,19387,165+2,028+2%$11.8M$11.3M-$499.6K2026-10-14
Ninety One UK Ltd
INCREASED88,83974,579+14,260+19%$10.1M$11.3M+$1.2M2026-10-15
Crossmark Global Holdings, Inc.
DECREASED88,45890,453-1,995-2%$12.2M$11.2M-$1.0M2026-10-21
Adams Asset Advisors, LLC
INCREASED87,38544,582+42,803+96%$6.0M$11.1M+$5.0M2026-10-08
Woodstock Corp
INCREASED86,10785,427+680+1%$11.6M$10.9M-$655.3K2026-10-13
Cullen T Bankers, Inc.
DECREASED85,83587,015-1,180-1%$11.8M$10.9M-$904.9K2026-10-28
Harvey Investment Co LLC
DECREASED84,66285,287-625-1%$11.5M$10.7K-$11.5M2026-10-20
Visionary Wealth Advisors
INCREASED84,55367,457+17,096+25%$9.1M$10.7M+$1.6M2026-11-04
Founders Capital Management, LLC
INCREASED84,37884,267+111+0%$11.4M$10.7M-$717.4K2026-10-23
TCV Trust & Wealth Management, Inc.
INCREASED84,35984,192+167+0%$11.4M$10.7M-$709.6K2026-10-16
Glenview Trust Co
DECREASED84,13685,754-1,618-2%$11.6M$10.7M-$949.4K2026-10-28
Maryland State Retirement & Pension System
INCREASED84,01373,742+10,271+14%$10.0M$10.6M+$661.5K2026-11-05
Bell Bank
INCREASED83,99768,139+15,858+23%$9.2M$10.6M+$1.4M2026-10-21
Grimes & Co Wealth Management, LLC
INCREASED83,53374,734+8,799+12%$10.1M$10.6M+$466.3K2026-10-29
Phoenix Financial Ltd.
INCREASED83,52556,404+27,121+48%$7.7M$10.6M+$2.9M2026-11-09
Compagnie Lombard Odier SCmA
INCREASED82,97082,393+577+1%$11.2M$10.5M-$642.1K2026-11-04
Tectonic Advisors LLC
INCREASED82,80874,085+8,723+12%$10.0M$10.5M+$462.2K2026-10-22
Ramsay, Stattman, Vela & Price, Inc.
INCREASED82,15579,670+2,485+3%$10.8M$10.4M-$376.6K2026-10-19
NorthCrest Asset Manangement, LLC
INCREASED81,74977,314+4,435+6%$10.7M$10.5M-$166.8K2026-10-13
Cohen Capital Management, Inc.
DECREASED81,23390,398-9,165-10%$12.2M$10.3M-$1.9M2026-10-14
Wesbanco Bank Inc
DECREASED81,100102,232-21,132-21%$13.8M$10.3M-$3.6M2026-11-04
Sound Income Strategies, LLC
DECREASED80,93181,132-2010%$11.0M$10.4M-$598.5K2026-10-09
Eldred Rock Partners, LLC
DECREASED80,67797,005-16,328-17%$13.1M$10.2M-$2.9M2026-10-13
Citizens Financial Group Inc
DECREASED80,13883,760-3,622-4%$11.3M$10.2M-$1.2M2026-10-23
Sky Investment Group LLC
INCREASED79,87269,832+10,040+14%$9.5M$10.1M+$666.0K2026-10-30
Great Lakes Advisors, LLC
DECREASED77,807898,745-820,938-91%$121.7M$9.9M-$111.8M2026-11-06
GFS Advisors, LLC
INCREASED77,60164,852+12,749+20%$2.4M$9.8M+$7.5M2026-11-03
Poehling Capital Management, Inc.
INCREASED77,57776,601+976+1%$10.4M$9.8M-$541.3K2026-10-20
Marble Harbor Investment Counsel, LLC
DECREASED76,16281,270-5,108-6%$11.0M$9.7M-$1.4M2026-11-06
Old National Bancorp
INCREASED76,06162,241+13,820+22%$8.4M$9.6M+$1.2M2026-10-20
Barr E S & Co
DECREASED75,76578,081-2,316-3%$10.6M$9.6M-$971.2K2026-11-06
Daymark Wealth Partners, LLC
DECREASED75,71176,275-564-1%$10.3M$9.6M-$733.5K2026-11-04
WoodTrust Financial Corp
INCREASED75,53774,683+854+1%$10.1M$9.6K-$10.1M2026-10-09
Lowe Brockenbrough & Co Inc
INCREASED75,31665,389+9,927+15%$8.9M$9.5M+$689.9K2026-11-09
Van Cleef Asset Management,Inc
DECREASED75,09278,221-3,129-4%$10.6M$9.5M-$1.1M2026-10-20
Cassaday & Co Wealth Management LLC
INCREASED74,92574,824+101+0%$10.1M$9.5M-$636.6K2026-10-27
GW Henssler & Associates LTD
INCREASED74,71072,299+2,411+3%$9.8M$9.5M-$321.9K2026-10-26
Bailard, Inc.
DECREASED73,76677,557-3,791-5%$10.5M$9.3M-$1.2M2026-10-13
Hartford Investment Management Co
DECREASED73,04675,570-2,524-3%$10.2M$9.3M-$975.8K2026-11-04
Cardinal Point Capital Management ULC
INCREASED71,85871,831+27+0%$9.7M$9.1M-$620.1K2026-10-21
First Nebraska Trust Co
INCREASED71,70170,062+1,639+2%$9.5M$9.1M-$400.7K2026-10-30
Lawson Kroeker Investment Management Inc
INCREASED71,37265,813+5,559+8%$8.9M$9.0M+$133.2K2026-10-22
Alps Advisors Inc
INCREASED70,72660,544+10,182+17%$8.2M$9.0M+$764.7K2026-11-03
JLB & Associates Inc
DECREASED70,18370,438-2550%$9.5M$9.5M-$34.5K2026-10-27
Prime Capital Investment Advisors, LLC
DECREASED69,80774,756-4,949-7%$10.1M$8.8M-$1.3M2026-10-20
AlTi Global, Inc.
DECREASED69,60071,686-2,086-3%$9.7M$8.8M-$886.6K2026-11-09
Community Bank, N.A.
INCREASED69,19967,357+1,842+3%$9.1M$8.8M-$351.3K2026-11-06
Violich Capital Management, Inc.
DECREASED69,15470,909-1,755-2%$9.6M$8.8M-$837.9K2026-10-05
Strategic Wealth Investment Group, LLC
INCREASED68,33368,073+260+0%$9.2M$8.7M-$557.9K2026-10-29
New Mexico Educational Retirement Board
UNCHANGED68,08568,08500%$9.2M$8.6K-$9.2M2026-11-05
Mattern Capital Management, LLC
INCREASED67,57560,531+7,044+12%$8.2M$8.6M+$367.2K2026-11-02
Enterprise Financial Services Corp
DECREASED67,53968,181-642-1%$9.2M$8.6M-$673.2K2026-11-03
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED67,35267,35200%$9.1M$9.1M$02026-10-15
Diversify Wealth Management, LLC
INCREASED67,23064,003+3,227+5%$8.9M$8.6M-$316.0K2026-10-20
Diversify Advisory Services, LLC
INCREASED67,23064,003+3,227+5%$8.9M$8.6M-$316.0K2026-10-20
NBT Bank, N.A.
DECREASED66,48068,777-2,297-3%$9.3M$8.4M-$888.1K2026-10-21
Calamos Wealth Management LLC
DECREASED65,46467,136-1,672-2%$9.1M$8.3M-$794.6K2026-11-02
Bright Rock Capital Management, LLC
UNCHANGED65,00065,00000%$8.8M$8.2M-$564.2K2026-10-05
UMB Bank, n.a.
DECREASED64,85573,339-8,484-12%$9.9M$8.2M-$1.7M2026-11-06
Culbertson A N & Co Inc
DECREASED64,78865,277-489-1%$8.8M$8.2M-$628.6K2026-10-21
OpenArc Corporate Advisory, LLC
INCREASED64,57055,181+9,389+17%$7.5M$8.2M+$710.8K2026-10-21
Matthew Goff Investment Advisor, LLC
DECREASED64,03664,054-180%$8.7M$8.1M-$558.3K2026-10-13
Tompkins Financial Corp
DECREASED63,45564,341-886-1%$8.7M$8.0M-$670.8K2026-10-05
Morningstar Investment Management LLC
INCREASED63,28058,982+4,298+7%$9.2M$8.0M-$1.1M2026-11-09
Ellsworth Advisors, LLC
INCREASED62,72558,779+3,946+7%$8.0M$7.9M-$10.1K2026-10-15
River Wealth Advisors LLC
INCREASED62,63361,985+648+1%$8.4M$7.9M-$455.9K2026-11-09
North Point Portfolio Managers Corp
DECREASED62,38564,402-2,017-3%$8.7M$7.9M-$814.6K2026-10-07
Plato Investment Management Ltd
DECREASED62,07770,534-8,457-12%$9.5M$7.9M-$1.6M2026-11-05
Wendell David Associates Inc
DECREASED61,63171,867-10,236-14%$9.7M$7.8K-$9.7M2026-10-27
Oak Harvest Investment Services
INCREASED61,38254,039+7,343+14%$7.3M$7.8M+$461.4K2026-10-20
First Financial Bank - Trust Division
INCREASED61,14160,478+663+1%$8.2M$7.7M-$441.0K2026-10-01
Beese Fulmer Investment Management, Inc.
DECREASED61,02761,443-416-1%$8.3M$7.7M-$586.1K2026-10-23
Sage Capital Advisors,llc
DECREASED60,79863,065-2,267-4%$8.5M$7.7M-$834.6K2026-10-13
Marietta Wealth Management, LLC
DECREASED60,77361,667-894-1%$8.3M$7.9M-$493.6K2026-10-22
Windle Wealth, LLC
INCREASED60,50157,889+2,612+5%$7.8M$7.7M-$171.6K2026-11-09
Camden National Bank
DECREASED60,43161,162-731-1%$8.3M$7.7M-$623.5K2026-11-02
Brighton Jones LLC
DECREASED60,30572,183-11,878-16%$9.8M$7.6M-$2.1M2026-11-03
Danica Pension, Livsforsikringsaktieselskab
UNCHANGED60,07760,07700%$8.1M$7.6M-$521.5K2026-11-09
Canandaigua National Bank & Trust Co
INCREASED60,00458,678+1,326+2%$7.9M$7.6M-$341.3K2026-10-07
Dana Investment Advisors, Inc.
DECREASED59,78261,106-1,324-2%$8.3M$7.6M-$698.2K2026-11-06
Evergreen Capital Management LLC
INCREASED59,71658,129+1,587+3%$7.9M$7.6M-$303.6K2026-10-23
Bank Pictet & Cie (Europe) AG
INCREASED59,33352,657+6,676+13%$7.1M$7.5M+$388.9K2026-10-20
Masterinvest Kapitalanlage GmbH
DECREASED59,14579,829-20,684-26%$10.8M$7.5M-$3.3M2026-11-03
GHP Investment Advisors, Inc.
INCREASED59,14358,633+510+1%$7.9M$7.5M-$444.3K2026-10-15
Jefferies Financial Group Inc.
INCREASED59,08617,521+41,565+237%$2.4M$7.5M+$5.1M2026-11-05
Harbour Trust & Investment Management Co
DECREASED58,79562,372-3,577-6%$8.4M$7.5M-$994.7K2026-10-28
Commonwealth Retirement Investments LLC
INCREASED58,33256,569+1,763+3%$7.7M$7.4M-$267.6K2026-10-26
Hennessy Advisors Inc
DECREASED58,10074,841-16,741-22%$10.1M$7.4M-$2.8M2026-10-28
Pine Valley Investments Ltd Liability Co
DECREASED57,50357,842-339-1%$7.8M$7.3M-$545.1K2026-11-09
Perryman Financial Advisory Inc
INCREASED56,98055,916+1,064+2%$7.6M$7.2M-$350.5K2026-10-16
Benin Management Corp
DECREASED56,28056,350-700%$7.6M$7.1M-$498.0K2026-10-22
Icici Prudential Asset Management Co Ltd
DECREASED55,77456,102-328-1%$7.6M$7.1M-$528.5K2026-11-06
Badgley Phelps Wealth Managers, LLC
DECREASED55,66962,990-7,321-12%$8.5M$7.1M-$1.5M2026-10-22
Jacobi Capital Management LLC
INCREASED55,65653,992+1,664+3%$7.3M$7.1M-$257.8K2026-11-05
Cutler Investment Counsel LLC
DECREASED55,10856,765-1,657-3%$7.7M$7.0M-$702.8K2026-10-28
BAR Harbor Wealth Management
DECREASED54,84155,374-533-1%$7.5M$6.9M-$548.2K2026-10-21
Meridian Wealth Management, LLC
DECREASED54,75955,538-779-1%$7.5M$6.9M-$580.8K2026-11-05
Northeast Investment Management
DECREASED54,32256,175-1,853-3%$7.6M$6.9M-$722.4K2026-10-30
ARS Wealth Advisors Group, LLC
DECREASED54,25355,158-905-2%$7.5M$6.9M-$593.5K2026-10-16
Miller Financial Services LLC
INCREASED54,06751,600+2,467+5%$7.0M$6.9M-$135.3K2026-10-20
Factory Mutual Insurance Co
DECREASED53,80076,350-22,550-30%$10.3M$6.8M-$3.5M2026-10-30
Burns J W & Co Inc
DECREASED53,57753,618-410%$7.3M$6.8M-$470.6K2026-10-20
Mather Group, Llc.
INCREASED53,51913,001+40,518+312%$1.8M$6.8M+$5.0M2026-10-14
Harel Insurance Investments & Financial Services Ltd.
DECREASED53,35056,518-3,168-6%$7.7M$6.8K-$7.6M2026-11-02
Parsons Capital Management Inc
DECREASED53,26454,966-1,702-3%$7.4M$6.7M-$692.7K2026-10-28
Ketron Financial
UNCHANGED53,17653,17600%$7.2M$6.7M-$461.6K2026-11-09
MGO One Seven LLC
DECREASED53,12357,213-4,090-7%$7.7M$6.7M-$1.0M2026-10-28
Allen Mooney & Barnes Investment Advisors LLC
INCREASED53,08152,413+668+1%$7.1M$6.7M-$370.4K2026-10-08
Highland Capital Management, LLC
DECREASED52,73653,505-769-1%$7.2M$6.7M-$561.8K2026-10-26
New Capital Management LP
DECREASED52,65052,772-1220%$7.1M$6.7M-$473.5K2026-10-29
Dynamic Advisor Solutions LLC
DECREASED52,49260,561-8,069-13%$8.2M$6.7M-$1.5M2026-10-13
Bath Savings Trust Co
DECREASED52,35357,781-5,428-9%$7.8M$6.6M-$1.2M2026-10-07
Toth Financial Advisory Corp
DECREASED52,20561,802-9,597-16%$8.4M$6.6M-$1.8M2026-10-08
Stokes Capital Advisors, LLC
INCREASED52,17351,461+712+1%$7.0M$6.6M-$356.5K2026-10-09
Beacon Investment Advisory Services, Inc.
DECREASED52,11956,650-4,531-8%$7.7M$6.6M-$1.1M2026-10-13
Bryn Mawr Trust Advisors, LLC
DECREASED52,09953,090-991-2%$7.2M$6.6M-$586.4K2026-11-04
Financial & Tax Architects, LLC
INCREASED52,09848,509+3,589+7%$6.6M$6.6M+$33.8K2026-10-15
Pioneer Trust Bank N A
DECREASED52,07052,151-810%$7.1M$6.6M-$462.9K2026-11-06
Carret Asset Management, LLC
DECREASED51,95361,852-9,899-16%$8.4M$6.6M-$1.8M2026-11-04
Whitener Capital Management, Inc.
INCREASED51,88250,006+1,876+4%$6.8M$6.6M-$196.3K2026-10-15
Franklin, Parlapiano, Turner & Welch, LLC
INCREASED51,74351,555+188+0%$7.0M$6.6M-$423.8K2026-10-30
Beverly Hills Private Wealth, LLC
INCREASED51,45648,106+3,350+7%$6.5M$6.5M+$6.9K2026-11-04
Greenleaf Trust
DECREASED51,33256,886-5,554-10%$7.7M$6.5M-$1.2M2026-10-29
Simplex Trading, LLC
INCREASED51,18639,506+11,680+30%$5.3M$6.5M+$1.1M2026-11-04
Stablepoint Partners, LLC
INCREASED50,65348,466+2,187+5%$6.6M$6.4M-$143.4K2026-11-03
Independent Financial Group, LLC
INCREASED50,58949,311+1,278+3%$6.7M$6.4M-$266.0K2026-10-13
M. Kraus & Co
DECREASED50,45552,002-1,547-3%$7.0M$6.4M-$647.4K2026-10-20
Tokio Marine Asset Management Co LTD
INCREASED50,43848,742+1,696+3%$6.6M$6.4M-$208.2K2026-10-26
Avantax Planning Partners, Inc.
INCREASED50,13946,910+3,229+7%$6.4M$6.4M+$2.1K2026-11-03
L. Roy Papp & Associates, LLP
INCREASED50,03949,554+485+1%$6.7M$6.3M-$368.6K2026-10-21
Parallel Advisors, LLC
DECREASED49,96760,854-10,887-18%$8.2M$6.3M-$1.9M2026-11-03
Lockheed Martin Investment Management Co
DECREASED49,880156,880-107,000-68%$21.2M$6.3M-$14.9M2026-11-04
B&D White Capital Company, LLC
DECREASED49,74084,950-35,210-41%$11.5M$6.3M-$5.2M2026-11-02
Allen Capital Group, LLC
INCREASED49,64946,692+2,957+6%$6.3M$6.3M-$30.7K2026-10-27
Goelzer Investment Management, Inc.
DECREASED49,10650,053-947-2%$6.8M$6.2M-$554.5K2026-10-16
Valicenti Advisory Services Inc
INCREASED49,00448,844+160+0%$6.6K$6.2K-$4032026-10-23
United Asset Strategies, Inc.
INCREASED48,96847,916+1,052+2%$6.5M$6.2M-$282.6K2026-10-28
First Merchants Corp
DECREASED48,84550,424-1,579-3%$6.8M$6.2M-$637.8K2026-10-15
Trust Co of Toledo NA
DECREASED48,73550,583-1,848-4%$6.8M$6.2M-$673.2K2026-10-16
Patten & Patten Inc
DECREASED48,66148,746-850%$6.6M$6.2M-$433.9K2026-10-26
Towne Trust Company, N.a
DECREASED48,64749,253-606-1%$6.7M$6.2M-$504.3K2026-10-28
Capital Investment Advisors, LLC
DECREASED48,62649,465-839-2%$6.7M$6.2M-$535.6K2026-10-22
Mengis Capital Management, Inc.
INCREASED48,54746,880+1,667+4%$6.3M$6.2M-$195.8K2026-10-13
Letson Investment Management, Inc.
INCREASED48,35548,110+245+1%$6.5M$6.1M-$386.5K2026-11-05
Hohimer Wealth Management, LLC
INCREASED48,17723,854+24,323+102%$3.2M$6.1M+$2.9M2026-11-04
Courier Capital LLC
INCREASED48,06247,752+310+1%$6.5M$6.1M-$375.2K2026-10-19
North Star Investment Management Corp.
INCREASED48,01647,550+466+1%$6.4M$6.1M-$353.7K2026-10-27
Kintegral Advisory, LLC
INCREASED47,99947,728+271+1%$6.5M$6.1M-$379.9K2026-10-16
Canoe Financial LP
DECREASED47,74053,440-5,700-11%$7.2M$6.0M-$1.2M2026-10-21
Linscomb Wealth, Inc.
DECREASED47,69548,327-632-1%$6.5M$6.0M-$499.7K2026-11-05
Wealth Advisory Solutions, LLC
DECREASED47,60671,618-24,012-34%$9.7M$6.0M-$3.7M2026-10-20
Clark & Stuart, Inc
INCREASED47,49541,995+5,500+13%$5.7M$6.0M+$332.4K2026-10-14
Fulcrum Capital LLC
INCREASED47,40045,590+1,810+4%$6.2M$6.0M-$166.4K2026-10-15
ProVise Management Group, LLC
INCREASED46,91244,740+2,172+5%$6.1M$5.9M-$113.1K2026-11-06
Hudson Edge Investment Partners Inc.
DECREASED46,84649,497-2,651-5%$6.7M$5.9M-$765.6K2026-10-28
Chicago Capital, LLC
INCREASED46,73245,900+832+2%$6.2M$5.9M-$293.0K2026-10-13
Vaquero Private Wealth, LTD
DECREASED46,56649,587-3,021-6%$6.7M$5.9M-$813.2K2026-10-27
Moody Lynn Lieberson & Walker, LLC
DECREASED46,54350,369-3,826-8%$6.8M$5.9M-$922.0K2026-10-14
Canada Post Corp Registered Pension Plan
DECREASED46,51550,469-3,954-8%$6.8M$6.0M-$847.5K2026-11-09
Kennon-Green & Company, LLC
INCREASED46,44938,994+7,455+19%$5.3M$5.9M+$606.2K2026-10-05
Guardian Partners Inc.
DECREASED46,32446,849-525-1%$6.3M$5.9M-$473.2K2026-10-21
Gamma Investing LLC
DECREASED46,19451,194-5,000-10%$6.9M$5.9M-$1.1M2026-10-08
China Universal Asset Management Co., Ltd.
DECREASED45,99346,496-503-1%$6.3M$5.9M-$376.7K2026-10-28
Tritonpoint Wealth, LLC
DECREASED45,86847,584-1,716-4%$6.4M$5.8M-$630.5K2026-10-19
Cypress Asset Management Inc
DECREASED45,82246,747-925-2%$6.3M$5.8M-$523.0K2026-10-09
Sheets Smith Wealth Management
DECREASED45,80347,427-1,624-3%$6.4M$5.8M-$617.5K2026-10-16
Valeo Financial Advisors, LLC
INCREASED45,39844,968+430+1%$6.1M$5.8M-$335.8K2026-10-08
Fifth Third Wealth Advisors LLC
DECREASED45,37246,488-1,116-2%$6.3M$5.7M-$544.9K2026-10-22
Community Bank & Trust, Waco, Texas
INCREASED45,16341,015+4,148+10%$5.6M$5.7K-$5.5M2026-10-19
Narwhal Capital Management
INCREASED44,95043,887+1,063+2%$5.9M$5.7M-$246.2K2026-11-04
HUB Investment Partners, LLC
INCREASED44,68143,630+1,051+2%$5.9M$5.7M-$245.6K2026-11-03
Appleton Partners Inc
DECREASED44,44345,024-581-1%$6.1M$5.6K-$6.1M2026-10-30
Searle & Co.
DECREASED44,40546,505-2,100-5%$6.3M$5.6M-$669.8K2026-11-04
LaFleur & Godfrey LLC
DECREASED44,39044,826-436-1%$6.1M$5.6M-$444.3K2026-10-27
Altrius Capital Management Inc
INCREASED44,32538,386+5,939+15%$5.2M$5.6M+$419.5K2026-11-05
Chemung Canal Trust Co
INCREASED44,27244,010+262+1%$6.0M$5.6M-$348.8K2026-11-04
Addenda Capital Inc.
UNCHANGED43,88743,88700%$5.9M$5.6M-$380.9K2026-10-13
Howard Capital Management, LLC
DECREASED43,75943,867-1080%$5.9M$5.5M-$394.5K2026-10-16
First National Trust Co
DECREASED43,27644,147-871-2%$6.0M$5.5M-$493.6K2026-10-28
Raiffeisen Bank International AG
INCREASED43,09635,001+8,095+23%$4.9M$5.5M+$690.9K2026-10-28
Turtle Creek Wealth Advisors, LLC
INCREASED42,99140,061+2,930+7%$5.4M$5.4M+$23.1K2026-10-15
J.W. Cole Advisors, Inc.
INCREASED42,84242,727+115+0%$5.8M$5.4M-$356.3K2026-11-05
Carrera Capital Advisors
INCREASED42,46537,169+5,296+14%$5.0M$5.4M+$348.6K2026-11-03
Sigma Planning Corp
INCREASED42,38239,708+2,674+7%$5.4M$5.4M+$7.0K2026-10-23
First Horizon Corp
DECREASED42,29143,874-1,583-4%$5.9M$5.4M-$581.4K2026-10-26
Coston, McIsaac & Partners
DECREASED42,14744,331-2,184-5%$6.0M$5.3M-$629.1K2026-11-06
Hussman Strategic Advisors, Inc.
INCREASED42,00037,800+4,200+11%$5.1M$5.3M+$204.1K2026-11-02
Park National Corp
INCREASED41,89641,138+758+2%$5.6M$5.3M-$261.0K2026-10-05
VAN Strum & Towne Inc.
INCREASED41,86640,752+1,114+3%$5.5M$5.3M-$212.6K2026-11-06
North Dakota State Investment Board
INCREASED41,80440,747+1,057+3%$5.5M$5.3M-$219.7K2026-10-27
Kerusso Capital Management LLC
INCREASED41,74237,857+3,885+10%$5.1M$5.3M+$163.7K2026-10-27
Heritage Trust Co
INCREASED41,58526,939+14,646+54%$3.6M$5.3M+$1.6M2026-11-09
NTV Asset Management LLC
DECREASED41,51743,305-1,788-4%$5.9M$5.3M-$602.5K2026-10-23
Smithfield Trust Co
DECREASED41,30246,218-4,916-11%$6.3M$5.2K-$6.3M2026-11-09
Pinkerton Wealth, LLC
INCREASED41,22438,529+2,695+7%$6.0M$5.2M-$759.3K2026-10-29
McKinley Carter Wealth Services, Inc.
DECREASED41,18141,369-1880%$5.6M$5.2M-$382.9K2026-10-16
HF Advisory Group, LLC
INCREASED41,15125,846+15,305+59%$3.5M$5.2M+$1.7M2026-10-09
Pacifica Partners Inc.
INCREASED41,07839,490+1,588+4%$5.7M$5.2M-$532.2K2026-10-09
Hunter Associates Investment Management LLC
DECREASED41,02341,939-916-2%$5.7M$5.2K-$5.7M2026-10-26
Pavion Blue Capital, LLC
DECREASED40,94641,249-303-1%$5.6M$5.2M-$396.4K2026-11-05
Martin Capital Partners, LLC
INCREASED40,91940,544+375+1%$5.5M$5.2M-$304.4K2026-10-07
Wedbush Securities Inc
DECREASED40,84841,099-251-1%$5.6M$5.2K-$5.6M2026-10-22
Confluence Wealth Services, Inc.
INCREASED40,72439,594+1,130+3%$5.4M$5.2M-$200.5K2026-11-05
Granite Investment Partners, LLC
DECREASED40,60141,161-560-1%$5.6M$5.1M-$428.2K2026-11-04
Pathway Financial Advisers, LLC
INCREASED40,53039,871+659+2%$5.4M$5.1M-$262.5K2026-10-27
Ascent Group, LLC
DECREASED40,42241,317-895-2%$5.6M$5.1M-$471.9K2026-10-30
True Freedom Investing, LLC
INCREASED40,30437,081+3,223+9%$5.8M$5.1M-$651.0K2026-10-29
TD Private Client Wealth LLC
INCREASED40,27338,958+1,315+3%$5.3M$5.1M-$171.5K2026-10-28
American Assets Investment Management, LLC
UNCHANGED39,80039,80000%$5.4M$5.0M-$345.5K2026-10-30
Citizens National Bank Trust Department
DECREASED39,38239,612-230-1%$5.4M$5.0M-$373.0K2026-11-04
Sowell Financial Services LLC
DECREASED39,33139,691-360-1%$5.4M$5.0M-$390.1K2026-10-23
Verdence Capital Advisors LLC
INCREASED39,28533,829+5,456+16%$4.6M$5.0M+$397.7K2026-10-26
Azzad Asset Management Inc
DECREASED39,21940,133-914-2%$5.4M$5.0M-$464.1K2026-11-04
Apella Capital, LLC
INCREASED39,08633,464+5,622+17%$4.9M$4.8M-$15.4K2026-10-08
Natixis
DECREASED39,006109,599-70,593-64%$14.8M$4.9M-$9.9M2026-11-06
Adams Diversified Equity Fund, Inc.
DECREASED38,576108,576-70,000-64%$14.7M$4.9M-$9.8M2026-10-21
Mission Wealth Management, LP
DECREASED38,38955,893-17,504-31%$7.6M$4.9M-$2.7M2026-10-15
Elevation Point Wealth Partners, LLC
DECREASED38,31639,997-1,681-4%$5.4M$4.9M-$560.5K2026-11-05
E. Ohman J:or Asset Management AB
DECREASED38,14240,802-2,660-7%$5.5M$4.8M-$691.2K2026-10-22
SVB Wealth LLC
DECREASED38,00544,735-6,730-15%$6.1M$4.8M-$1.2M2026-11-06
PKO Investment Management Joint-Stock Co
DECREASED38,00062,735-24,735-39%$8.5M$4.8M-$3.7M2026-10-19
Raab & Moskowitz Asset Management LLC
DECREASED37,99339,005-1,012-3%$5.3M$4.8M-$466.9K2026-11-02
DLK Investment Management, LLC
INCREASED37,93035,994+1,936+5%$5.9M$4.8M-$1.1M2026-10-09
Old Second National Bank of Aurora
INCREASED37,90431,312+6,592+21%$4.2M$4.8M+$563.6K2026-10-22
Great Valley Advisor Group, Inc.
DECREASED37,79238,407-615-2%$5.2M$4.8M-$410.9K2026-11-09
Penobscot Investment Management Company, Inc.
DECREASED37,63238,644-1,012-3%$5.2M$4.8M-$463.7K2026-10-26
AMG National Trust Bank
DECREASED37,43337,879-446-1%$5.1M$4.7M-$385.3K2026-11-05
Cairn Investment Group, Inc.
INCREASED37,26236,805+457+1%$5.0M$4.7K-$5.0M2026-11-04
Independence Bank of Kentucky
DECREASED37,23837,438-200-1%$5.1M$4.7M-$350.3K2026-10-26
M Holdings Securities, Inc.
NEW37,213—+37,213——$5.2K—2026-11-03
Virginia Wealth Management Group, Inc.
INCREASED37,05736,753+304+1%$5.0M$4.7M-$280.6K2026-10-14
Lountzis Asset Management, LLC
DECREASED36,70636,816-1100%$5.0M$4.7M-$333.5K2026-10-30
Middleton & Co Inc
DECREASED36,53740,297-3,760-9%$5.5M$4.6M-$826.2K2026-10-23
Eastern Bank
DECREASED36,42739,794-3,367-8%$5.4M$4.6M-$772.1K2026-10-05
Global Wealth Management Investment Advisory, Inc.
INCREASED36,33531,294+5,041+16%$4.2M$4.6M+$367.1K2026-11-04
Vela Investment Management, LLC
INCREASED36,14534,544+1,601+5%$4.7M$4.6M-$97.0K2026-11-09
Park Avenue Securities LLC
DECREASED36,04238,869-2,827-7%$5.3M$4.6K-$5.3M2026-10-26
Northcape Wealth Management, LLC
DECREASED36,02540,451-4,426-11%$5.5M$4.6M-$911.9K2026-11-04
Skba Capital Management LLC
UNCHANGED35,92035,92000%$4.9M$4.6M-$311.8K2026-11-09
Cardinal Capital Management
INCREASED35,71433,874+1,840+5%$4.6M$4.5M-$60.9K2026-10-21
Harbour Investments, Inc.
DECREASED35,59144,241-8,650-20%$6.0M$4.5M-$1.5M2026-11-09
Hendley & Co Inc
DECREASED35,50747,536-12,029-25%$6.4K$4.5K-$1.9K2026-10-29
YHB Investment Advisors, Inc.
DECREASED35,47542,416-6,941-16%$5.7M$4.5M-$1.2M2026-10-08
Securian Asset Management, Inc
DECREASED35,45436,310-856-2%$5.0M$4.5M-$486.1K2026-11-06
Zions Bancorporation, National Association
DECREASED35,32442,800-7,476-17%$5.8M$4.5M-$1.3M2026-11-06
Capital Investment Counsel, LLC
DECREASED35,22335,684-461-1%$4.8M$4.5M-$368.2K2026-10-14
Perigon Wealth Management, LLC
DECREASED35,04344,714-9,671-22%$6.1M$4.4M-$1.6M2026-10-22
Lorne Steinberg Wealth Management Inc.
NEW34,915—+34,915——$4.4M—2026-10-23
Thrive Capital Management, LLC
INCREASED34,43732,632+1,805+6%$4.4M$4.4M-$54.5K2026-10-28
Columbia Asset Management
INCREASED34,43131,774+2,657+8%$4.3M$4.4M+$60.8K2026-10-19
Neville Rodie & Shaw Inc
DECREASED34,37835,053-675-2%$4.7K$4.4K-$3892026-10-05
Level Four Advisory Services, LLC
DECREASED34,27335,112-839-2%$4.8M$4.3M-$411.1K2026-11-06
NovaPoint Capital, LLC
DECREASED33,96234,094-1320%$4.6M$4.3M-$312.6K2026-10-22
Cullinan Associates Inc
INCREASED33,82132,121+1,700+5%$4.3M$4.3M-$63.4K2026-11-03
Larson Financial Group LLC
DECREASED33,67836,708-3,030-8%$5.0M$4.3M-$702.7K2026-11-05
Spring Capital Management, LLC
INCREASED33,58431,986+1,598+5%$4.3M$4.3M-$75.1K2026-10-09
Axxcess Wealth Management, LLC
DECREASED33,56473,888-40,324-55%$10.0M$4.3M-$5.8M2026-10-21
Wallington Asset Management, LLC
INCREASED33,52533,304+221+1%$4.5M$4.2M-$261.1K2026-11-04
Ferguson Wellman Capital Management, Inc
DECREASED33,45339,296-5,843-15%$5.3M$4.2M-$1.1M2026-10-05
Eagle Global Advisors LLC
DECREASED33,23933,249-100%$4.5M$4.2M-$289.9K2026-11-02
Inspire Trust Co, N.A.
UNCHANGED33,00033,00000%$4.5M$4.2M-$286.4K2026-11-05
Hantz Financial Services, Inc.
DECREASED32,94132,943-20%$4.5M$4.2K-$4.5M2026-11-09
Integrated Advisors Network LLC
INCREASED32,75221,384+11,368+53%$2.9M$4.2M+$1.3M2026-10-20
Fourpath Capital Management, LLC
INCREASED32,67332,245+428+1%$4.4M$4.1M-$225.7K2026-10-19
Buckhead Capital Management LLC
DECREASED32,53833,605-1,067-3%$4.6M$4.1M-$426.8K2026-11-03
Romano Brothers and Company
DECREASED32,53534,725-2,190-6%$4.7M$4.1M-$578.8K2026-10-22
Portside Wealth Group, LLC
INCREASED32,44628,703+3,743+13%$3.9M$4.1M+$225.3K2026-10-20
Ashurst Perkins Coie Trust Co
INCREASED32,37832,272+106+0%$4.4M$4.1M-$266.7K2026-10-15
Valley Wealth Managers, Inc.
INCREASED32,14731,571+576+2%$4.3M$4.1M-$201.0K2026-10-09
HBK Sorce Advisory LLC
DECREASED31,93032,919-989-3%$4.6M$4.6M-$11.8K2026-11-06
Accurate Wealth Management, LLC
INCREASED31,85928,546+3,313+12%$3.9M$4.1M+$132.1K2026-10-20
V-Square Quantitative Management LLC
INCREASED31,76130,496+1,265+4%$4.1M$4.0M-$104.4K2026-10-15
Blue Trust, Inc.
DECREASED31,70634,470-2,764-8%$4.7M$4.0M-$649.4K2026-10-15
Avidian Wealth Enterprises, LLC
DECREASED31,65732,317-660-2%$4.4M$4.0M-$364.1K2026-10-08
New Hampshire Trust
INCREASED31,62330,987+636+2%$4.2M$4.0M-$188.4K2026-10-20
Mindset Wealth Management, LLC
INCREASED31,57516,775+14,800+88%$2.3M$4.0M+$1.7M2026-10-19
Alkeme Wealth, LLC
DECREASED31,29934,658-3,359-10%$4.7M$4.0M-$726.4K2026-10-08
Covea Finance
UNCHANGED31,24031,24000%$4.2M$4.0M-$271.2K2026-10-21
NewSquare Capital LLC
INCREASED31,10529,848+1,257+4%$4.0M$3.9M-$99.8K2026-11-06
Venture Visionary Partners LLC
INCREASED31,08430,800+284+1%$4.2M$3.9M-$231.3K2026-10-07
Hixon Zuercher, LLC
DECREASED30,95035,681-4,731-13%$4.8M$3.9M-$909.2K2026-10-13
Naples Global Advisors, LLC
INCREASED30,91430,186+728+2%$4.1M$3.9M-$169.7K2026-11-05
JGP Wealth Management, LLC
DECREASED30,75935,851-5,092-14%$4.9M$3.9M-$956.5K2026-10-13
Signaturefd, LLC
DECREASED30,65232,110-1,458-5%$4.3M$3.9M-$463.5K2026-10-23
Laurel Wealth Advisors LLC
INCREASED30,59530,254+341+1%$4.1M$3.9M-$219.4K2026-10-27
Trilogy Capital Inc.
INCREASED30,57526,438+4,137+16%$3.6M$3.9M+$294.7K2026-10-20
Mogy Joel R Investment Counsel Inc
DECREASED30,47230,501-290%$4.1M$3.9M-$268.4K2026-10-13
Procyon Advisors, LLC
DECREASED30,32439,565-9,241-23%$5.4M$3.8M-$1.5M2026-10-21
Butensky & Cohen Financial Security, Inc
DECREASED30,32432,053-1,729-5%$4.3M$3.8M-$497.3K2026-10-13
Pinnacle Wealth Management Advisory Group, LLC
DECREASED30,25935,737-5,478-15%$4.8M$3.8M-$1.0M2026-10-23
Sava Infond d.o.o.
DECREASED30,18034,380-4,200-12%$4.7M$3.8M-$830.6K2026-10-28
Coldstream Capital Management Inc
DECREASED30,16433,773-3,609-11%$4.6M$3.8M-$750.5K2026-11-09
Forvis Mazars Wealth Advisors, LLC
DECREASED30,12631,123-997-3%$4.2M$3.8M-$396.4K2026-10-13
Summit Global Investments
DECREASED30,10838,932-8,824-23%$5.3M$3.8K-$5.3M2026-10-28
Signet Investment Advisory Group, Inc.
INCREASED30,08028,167+1,913+7%$3.8M$3.8M-$2.1K2026-10-30
Orange Investment Advisors, Inc.
DECREASED30,06930,389-320-1%$4.1M$3.8M-$304.3K2026-10-23
Univest Financial Corp
INCREASED30,05028,223+1,827+6%$3.8M$3.8M-$13.4K2026-11-05
Rossmore Private Capital
DECREASED29,92131,576-1,655-5%$4.3M$3.8M-$483.8K2026-10-27
Smithbridge Asset Management Inc
DECREASED29,90730,045-1380%$4.1M$3.8M-$278.3K2026-10-19
Carnegie Investment Counsel
DECREASED29,90041,106-11,206-27%$5.6M$3.8M-$1.8M2026-10-20
Schmidt P J Investment Management Inc
DECREASED29,83351,513-21,680-42%$7.0M$3.8M-$3.2M2026-11-02
Bill Few Associates, Inc.
INCREASED29,79829,374+424+1%$4.0M$3.8M-$201.1K2026-10-09
Hall Capital Management Co Inc
INCREASED29,72227,921+1,801+6%$3.8M$3.8M-$14.1K2026-11-09
Baker Ellis Asset Management LLC
DECREASED29,62129,966-345-1%$4.1M$3.8M-$303.8K2026-10-14
Adell Harriman & Carpenter Inc
DECREASED29,51632,110-2,594-8%$4.3M$3.7M-$607.4K2026-11-02
Fulton Bank, N.A.
INCREASED29,40527,554+1,851+7%$3.7M$3.7M-$4.6K2026-10-14
AlphaCore Capital LLC
DECREASED29,24430,273-1,029-3%$4.1M$3.7M-$393.2K2026-11-04
Capricorn Fund Managers Ltd
DECREASED29,23033,496-4,266-13%$4.5M$3.7M-$831.3K2026-11-03
Tema Etfs LLC
INCREASED29,14228,593+549+2%$3.9M$3.7M-$178.6K2026-10-16
Eagle Rock Investment Company, LLC
DECREASED29,12129,259-1380%$4.0M$3.7M-$271.5K2026-10-21
Brady Family Wealth, LLC
DECREASED29,08831,282-2,194-7%$4.2M$3.7M-$549.5K2026-11-02
Penn Davis Mcfarland Inc
DECREASED29,05829,083-250%$3.9M$3.7M-$255.6K2026-10-23
Novem Group
INCREASED29,02226,246+2,776+11%$3.6M$3.7M+$124.1K2026-10-19
Constitution Capital LLC
DECREASED28,93432,699-3,765-12%$4.4M$3.7M-$760.9K2026-10-23
Motco
INCREASED28,88528,528+357+1%$3.9M$3.7M-$202.4K2026-11-09
Westhampton Capital, LLC
DECREASED28,81628,980-164-1%$3.9M$3.7M-$272.4K2026-10-30
Money Concepts Capital Corp
INCREASED28,74828,082+666+2%$3.8M$3.6M-$159.4K2026-11-06
Hengehold Capital Management LLC
DECREASED28,38428,796-412-1%$3.9M$3.6M-$302.3K2026-10-16
Tufton Capital Management
DECREASED28,35229,114-762-3%$3.9M$3.6K-$3.9M2026-10-20
William Allan Corp
INCREASED28,25927,453+806+3%$3.7M$3.6M-$136.2K2026-10-14
Caldwell Trust Co
DECREASED28,21028,259-490%$3.8M$3.6M-$251.5K2026-10-30
Equitable Trust Co
DECREASED28,00928,237-228-1%$3.8M$3.5M-$274.0K2026-10-13
1834 Investment Advisors Co
INCREASED27,9495,449+22,500+413%$737.8K$3.5M+$2.8M2026-10-16
Cullen Investment Group, Ltd.
DECREASED27,77433,286-5,512-17%$4.5M$3.5M-$988.5K2026-10-13
SP Asset Management LLC
DECREASED27,73428,908-1,174-4%$3.9M$3.5M-$399.7K2026-11-05
Long Road Investment Counsel, LLC
DECREASED27,63028,580-950-3%$3.9M$3.5M-$368.5K2026-11-04
Value Partners Investments Inc.
UNCHANGED26,99026,99000%$3.6M$3.4M-$226.1K2026-10-19
Nixon Peabody Trust Co
DECREASED26,97227,027-550%$3.7M$3.4M-$241.6K2026-10-23
Advanced Asset Management Advisors Inc
UNCHANGED26,96426,96400%$3.7M$3.4M-$234.0K2026-10-20
Addison Capital Co
DECREASED26,90930,864-3,955-13%$4.2M$3.4M-$769.1K2026-11-09
Curbstone Financial Management Corp
DECREASED26,80827,208-400-1%$3.7M$3.4M-$286.9K2026-10-21
Chicago Trust Co NA
INCREASED26,79723,420+3,377+14%$3.2M$3.4M+$224.6K2026-10-28
Principle Wealth Partners LLC
INCREASED26,67025,630+1,040+4%$3.5M$3.4M-$90.6K2026-11-02
Fruth Investment Management
DECREASED26,67026,766-960%$3.6K$3.4K-$2452026-10-13
Parkside Financial Bank & Trust
DECREASED26,34827,280-932-3%$3.7M$3.3M-$354.9K2026-10-27
Howland Capital Management LLC
DECREASED26,18834,492-8,304-24%$4.7M$3.3M-$1.4M2026-10-22
Retirement Guys Formula LLC
INCREASED26,14321,682+4,461+21%$2.9M$3.3M+$377.2K2026-10-26
Investmark Advisory Group LLC
INCREASED26,10524,154+1,951+8%$3.3M$3.3M+$37.9K2026-10-27
Builder Investment Group Inc
DECREASED25,98526,210-225-1%$3.5M$3.3M-$256.0K2026-10-22
High Net Worth Advisory Group LLC
DECREASED25,81625,941-1250%$3.5M$3.3M-$241.0K2026-10-26
King Wealth Management Group
DECREASED25,76825,917-149-1%$3.5M$3.3K-$3.5M2026-11-09
Fisher Funds Management LTD
NEW25,500—+25,500——$3.2M—2026-10-13
Orca Investment Management, LLC
INCREASED25,4063,686+21,720+589%$499.1K$3.2M+$2.7M2026-10-29
First Pacific Financial
INCREASED25,40425,171+233+1%$3.4M$3.2M-$189.0K2026-10-14
Csenge Advisory Group
INCREASED25,25924,713+546+2%$3.3M$3.2M-$145.4K2026-11-04
Woodmont Investment Counsel LLC
DECREASED25,15325,611-458-2%$3.5M$3.2M-$280.4K2026-10-29
Biltmore Family Office, LLC
INCREASED25,08524,979+106+0%$3.4M$3.2M-$203.5K2026-11-03
Praxis Investment Management Inc
DECREASED25,01038,728-13,718-35%$5.2M$3.2K-$5.2M2026-11-03
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED24,95621,853+3,103+14%$3.0M$3.2M+$203.4K2026-10-27
Lanark Financial, Inc.
DECREASED24,89625,004-1080%$3.4M$3.2M-$230.8K2026-10-26
First National Bank & Trust Co of Newtown
DECREASED24,87725,414-537-2%$3.5M$3.4M-$130.2K2026-11-09
Saybrook Capital
DECREASED24,74024,870-130-1%$3.4M$3.1M-$232.3K2026-10-27
Bdf-Gestion
DECREASED24,73027,867-3,137-11%$1.4M$3.1M+$1.8M2026-10-19
Pittenger & Anderson Inc
DECREASED24,68725,056-369-1%$3.4M$3.1M-$264.2K2026-11-02
SS&H Financial Advisors, Inc.
UNCHANGED24,54424,54400%$3.3M$3.1K-$3.3M2026-10-28
Atlas Brown,Inc.
INCREASED24,43024,289+141+1%$3.3M$3.1M-$192.9K2026-10-09
Beaton Management Co. Inc.
DECREASED24,37525,308-933-4%$3.4M$3.1K-$3.4M2026-11-09
CX Institutional
INCREASED24,31623,182+1,134+5%$3.1K$3.1K-$582026-10-02
Ashton Thomas Private Wealth, LLC
DECREASED24,27028,168-3,898-14%$3.8M$3.1M-$738.4K2026-11-03
Mystic Asset Management, Inc.
DECREASED24,14124,345-204-1%$3.3M$3.1M-$237.2K2026-10-15
Dmkc Advisory Services, LLC
INCREASED24,03922,579+1,460+6%$3.1M$3.0M-$11.0K2026-11-04
Genus Capital Management Inc.
UNCHANGED24,00024,00000%$3.2M$3.0M-$208.3K2026-11-04
Pekin Hardy Strauss, Inc.
DECREASED23,90028,735-4,835-17%$3.9M$3.0M-$862.1K2026-11-02
Financiere des Professionnels - Fonds d'investissement inc.
UNCHANGED23,90023,90000%$3.2M$3.0M-$207.5K2026-11-03
Leelyn Smith, LLC
INCREASED23,77822,082+1,696+8%$3.0M$3.0M+$23.3K2026-11-03
180 Wealth Advisors, LLC
INCREASED23,76322,792+971+4%$3.1M$3.0M-$74.8K2026-11-03
Bowen Hanes & Co Inc
DECREASED23,74825,173-1,425-6%$3.9M$3.0M-$899.8K2026-11-09
Advisortrust Partners, LLC
INCREASED23,74222,992+750+3%$3.1M$3.0M-$104.5K2026-11-02
Platform Technology Partners
INCREASED23,72221,109+2,613+12%$2.9M$3.0M+$147.9K2026-11-02
WBH Advisory Inc
DECREASED23,68923,894-205-1%$3.2M$3.0M-$233.4K2026-11-05
Insight Inv LLC
INCREASED23,66020,335+3,325+16%$2.8M$3.0M+$244.8K2026-10-27
ICW Investment Advisors LLC
DECREASED23,62523,991-366-2%$3.2M$3.0M-$254.5K2026-10-27
StoneX Group Inc.
DECREASED23,57624,764-1,188-5%$3.4M$3.0M-$363.1K2026-11-03
Alta Capital Management LLC/
DECREASED23,53525,221-1,686-7%$3.4M$3.0M-$432.6K2026-10-26
First International Bank of Israel Ltd.
INCREASED23,39923,178+221+1%$3.1M$3.0M-$173.1K2026-11-04
St. Clair Advisors, LLC
INCREASED23,37723,371+6+0%$3.2M$3.0M-$202.1K2026-10-13
American National Bank & Trust
DECREASED23,34623,804-458-2%$3.2M$3.0M-$264.6K2026-10-07
Boyd Watterson Asset Management LLC
INCREASED23,33023,075+255+1%$3.1M$3.0M-$168.0K2026-11-06
River Street Advisors LLC
INCREASED23,30218,682+4,620+25%$2.5M$3.0M+$423.3K2026-10-22
Arnhold LLC
UNCHANGED23,22223,22200%$3.1M$2.9M-$201.6K2026-10-26
Shoker Investment Counsel, Inc.
INCREASED23,11722,881+236+1%$3.1M$2.9M-$168.9K2026-11-04
Burney Co/
INCREASED23,10920,928+2,181+10%$2.8M$2.9M+$94.7K2026-10-15
Rayburn West Financial Services LLC
INCREASED22,90721,607+1,300+6%$2.9M$2.9M-$22.8K2026-11-03
Boit C F David
UNCHANGED22,90022,90000%$3.1M$2.9M-$198.8K2026-10-29
Bell & Brown Wealth Advisors, LLC
INCREASED22,84322,394+449+2%$3.0M$2.9M-$137.5K2026-10-16
Somerset Trust Co
DECREASED22,82822,863-350%$3.1M$2.9M-$202.9K2026-10-13
Murphy Pohlad Asset Management LLC
DECREASED22,79023,112-322-1%$3.1M$2.9M-$241.4K2026-10-22
IFP Advisors, Inc
DECREASED22,74526,736-3,991-15%$3.6M$2.9M-$737.8K2026-10-16
Leavell Investment Management, Inc.
INCREASED22,57321,275+1,298+6%$2.9M$2.9M-$20.3K2026-11-09
Lineweaver Wealth Advisors, LLC
INCREASED22,42420,121+2,303+11%$2.7M$2.8M+$117.2K2026-10-13
Private Wealth Partners, LLC
DECREASED22,42024,551-2,131-9%$3.3M$2.8M-$483.1K2026-10-22
Norden Group LLC
DECREASED22,25325,215-2,962-12%$3.4M$2.8M-$594.1K2026-10-20
Trust Co of Oklahoma
DECREASED22,22923,597-1,368-6%$3.2M$2.8M-$378.2K2026-10-15
Koshinski Asset Management, Inc.
DECREASED22,18822,944-756-3%$3.1M$2.8M-$294.9K2026-10-29
SevenBridge Financial Group, LLC
DECREASED21,96323,167-1,204-5%$3.2M$2.9M-$277.2K2026-10-26
Integrity Alliance, Llc.
INCREASED21,79119,991+1,800+9%$2.7M$2.8M+$54.6K2026-10-29
WBI Investments, LLC
INCREASED21,6933,592+18,101+504%$486.4K$2.7M+$2.3M2026-11-05
KMG Fiduciary Partners, LLC
DECREASED21,61122,622-1,011-4%$3.1M$2.7M-$324.5K2026-10-14
NLB Skladi, upravljanje premozenja, d.o.o.
DECREASED21,36722,573-1,206-5%$3.1M$2.7M-$348.8K2026-10-22
BCM Advisors, LLC
DECREASED21,34121,452-111-1%$2.9M$2.9M-$2282026-11-03
Granite Group Advisors, LLC
DECREASED21,29922,052-753-3%$3.0M$2.7M-$286.8K2026-10-14
Capital Investment Advisory Services, LLC
INCREASED21,24718,283+2,964+16%$2.5M$2.7M+$220.4K2026-10-30
Sendero Wealth Management, LLC
DECREASED21,21121,661-450-2%$2.9M$2.7M-$245.0K2026-10-14
Wealth Enhancement Trust Services, Inc.
DECREASED21,19828,146-6,948-25%$3.8M$2.7M-$1.1M2026-10-07
Lighthouse Financial Services Inc
DECREASED21,14821,445-297-1%$3.0M$2.7M-$347.3K2026-11-02
Ritholtz Wealth Management
DECREASED21,14131,206-10,065-32%$4.2M$2.7M-$1.5M2026-11-05
SteelPeak Wealth, LLC
DECREASED21,09642,736-21,640-51%$5.8M$2.7M-$3.1M2026-10-16
Winthrop Capital Management, LLC
DECREASED21,09421,575-481-2%$2.9M$2.7M-$247.9K2026-11-05
Physicians Financial Services, Inc.
DECREASED21,06921,568-499-2%$2.9M$2.7K-$2.9M2026-11-04
Cornerstone Planning, LLC
INCREASED20,95320,791+162+1%$2.8M$2.8M-$33.4K2026-10-27
Juno Financial Group LLC
INCREASED20,74419,653+1,091+6%$2.7M$2.6M-$32.4K2026-10-27
Chicago Partners Investment Group LLC
DECREASED20,71924,019-3,300-14%$3.2M$2.8M-$428.5K2026-10-27
Excalibur Management Corp
INCREASED20,58219,885+697+4%$2.7M$2.6M-$84.2K2026-11-02
Trust Point Inc.
INCREASED20,58020,129+451+2%$2.7M$2.6M-$117.6K2026-10-27
Inscription Capital, LLC
DECREASED20,53622,316-1,780-8%$3.0M$2.6M-$419.2K2026-11-02
Parr Mcknight Wealth Management Group, LLC
INCREASED20,49720,309+188+1%$2.7M$2.6M-$152.4K2026-10-30
Agate Pass Investment Management, LLC
DECREASED20,49221,162-670-3%$2.9M$2.6M-$268.6K2026-10-20
Robertson Stephens Wealth Management, LLC
DECREASED20,39120,441-500%$2.8M$2.6M-$183.7K2026-10-16
Horrell Capital Management, Inc.
DECREASED20,35221,218-866-4%$2.9M$2.6M-$293.9K2026-10-08
Nations Financial Group Inc,
DECREASED20,16220,639-477-2%$2.8M$2.6M-$239.5K2026-11-05
First Premier Bank
DECREASED20,09521,924-1,829-8%$3.0K$2.5K-$4232026-10-13
Radnor Capital Management, LLC
INCREASED20,04919,259+790+4%$2.6M$2.5M-$67.1K2026-10-23
HBW Advisory Services LLC
DECREASED19,83622,074-2,238-10%$3.0M$2.5M-$475.2K2026-10-15
Smith Shellnut Wilson LLC
DECREASED19,78520,115-330-2%$2.7M$2.5M-$216.4K2026-10-21
Bangor Savings Bank
DECREASED19,74220,678-936-5%$2.8M$2.5M-$298.1K2026-10-06
First Bank & Trust
DECREASED19,73620,380-644-3%$2.8M$2.5M-$258.5K2026-10-19
City Holding Co
DECREASED19,70823,164-3,456-15%$3.1M$2.5M-$639.0K2026-10-19
Retirement Planning Group, LLC
DECREASED19,69221,382-1,690-8%$2.9M$2.5M-$399.7K2026-10-19
Delta Capital Management LLC
INCREASED19,65519,625+30+0%$2.7K$2.5K-$1662026-10-16
Private Trust Co NA
DECREASED19,59320,555-962-5%$2.8M$2.5M-$300.3K2026-10-20
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED19,59224,692-5,100-21%$3.3M$2.5M-$860.4K2026-10-21
Schnieders Capital Management, Llc.
DECREASED19,41821,006-1,588-8%$2.8M$2.5M-$383.6K2026-11-09
Rockline Wealth Management, LLC
DECREASED19,25619,395-139-1%$2.6M$2.4M-$186.0K2026-10-26
Dillon & Associates Inc
DECREASED19,18820,775-1,587-8%$2.8M$2.4K-$2.8M2026-10-22
Triangle Securities Wealth Management
DECREASED19,15819,966-808-4%$2.7M$2.4M-$275.7K2026-10-14
Investment Partners, Ltd.
INCREASED19,02911,208+7,821+70%$1.5M$2.4M+$893.6K2026-10-29
Ipswich Investment Management Co., Inc.
DECREASED18,98719,165-178-1%$2.6M$2.4M-$188.9K2026-10-13
Simplicity Wealth,LLC
DECREASED18,95922,816-3,857-17%$3.1M$2.4M-$686.9K2026-10-23
Plimoth Trust Co LLC
DECREASED18,95919,119-160-1%$2.6M$2.4M-$186.2K2026-10-26
Belpointe Asset Management LLC
DECREASED18,94519,574-629-3%$2.7M$2.4M-$249.4K2026-11-09
Kavar Capital Partners Group, LLC
DECREASED18,91319,097-184-1%$2.6M$2.4M-$189.0K2026-11-06
Columbia Bank
INCREASED18,86217,080+1,782+10%$2.3M$2.4M+$77.6K2026-10-29
SBI Securities Co., Ltd.
INCREASED18,84916,066+2,783+17%$2.2M$2.4M+$213.2K2026-10-22
Arete Wealth Advisors, LLC
INCREASED18,84518,163+682+4%$2.5M$2.4M-$69.9K2026-11-09
Tilia Fiduciary Partners, Inc.
NEW18,803—+18,803——$2.4M—2026-10-09
Raleigh Capital Management Inc.
INCREASED18,78915,830+2,959+19%$2.1M$2.4M+$237.5K2026-10-28
Financial Advisory Partners, LLC
INCREASED18,70918,636+73+0%$2.5M$2.4M-$152.6K2026-10-23
Signal Advisors Wealth, LLC
INCREASED18,67516,400+2,275+14%$2.2M$2.4M+$145.9K2026-10-13
Oak Thistle LLC
NEW18,668—+18,668——$2.4M—2026-10-21
Cordatus Wealth Management LLC
DECREASED18,66519,030-365-2%$2.6M$2.4M-$211.5K2026-10-19
Aviso Wealth Management
INCREASED18,57214,011+4,561+33%$1.9M$2.4M+$456.2K2026-11-04
CenterBook Partners LP
NEW18,509—+18,509——$2.3M—2026-11-02
Aspiriant, LLC
INCREASED18,49118,108+383+2%$2.5M$2.3M-$108.6K2026-10-16
Wolff Wiese Magana LLC
INCREASED18,42718,293+134+1%$2.5M$2.3M-$141.7K2026-10-15
Sentinel Trust Co LBA
INCREASED18,40816,908+1,500+9%$2.3K$2.3K+$442026-11-03
JAG Capital Management, LLC
DECREASED18,40418,619-215-1%$2.5M$2.3M-$188.9K2026-11-06
International Assets Investment Management, LLC
INCREASED18,35614,324+4,032+28%$2.0M$2.3M+$283.5K2026-11-02
ANB Bank
INCREASED18,33818,331+7+0%$2.5M$2.3M-$158.2K2026-10-09
Iowa State Bank
DECREASED18,24231,827-13,585-43%$4.3M$2.3M-$2.0M2026-10-06
Laurion Capital Management LP
NEW18,209—+18,209——$2.3M—2026-10-30
Studio Investment Management LLC
INCREASED18,20417,914+290+2%$2.4M$2.3M-$118.7K2026-10-22
Hall Laurie J Trustee
DECREASED18,15118,583-432-2%$2.5M$2.3M-$216.0K2026-10-06
Shakespeare Wealth Management, LLC
NEW18,145—+18,145——$2.3M—2026-10-28
Cornerstone Wealth Management, LLC
DECREASED18,13918,493-354-2%$2.5M$2.3M-$205.4K2026-11-04
Barnes Dennig Private Wealth Management LLC
DECREASED18,05918,354-295-2%$2.5M$2.3M-$196.7K2026-10-30
PFC Capital Group, Inc.
DECREASED17,93918,279-340-2%$2.5M$2.3M-$200.8K2026-11-06
RFG Advisory, LLC
INCREASED17,91414,029+3,885+28%$1.9M$2.3M+$370.5K2026-11-03
Symphony Financial, Ltd. Co.
INCREASED17,91416,455+1,459+9%$2.3M$2.3M+$34.6K2026-10-22
Bell Asset Management Ltd
NEW17,892—+17,892——$2.3M—2026-10-08
Aviance Capital Partners, LLC
DECREASED17,78520,006-2,221-11%$2.7M$2.3M-$455.1K2026-10-29
Union Bancaire Privee, UBP SA
INCREASED17,74417,301+443+3%$2.3M$2.2M-$100.8K2026-11-04
Guardian Wealth Management, Inc.
INCREASED17,73817,192+546+3%$2.3M$2.2M-$80.0K2026-10-30
Coastline Trust Co
DECREASED17,71319,219-1,506-8%$2.6M$2.2M-$357.7K2026-10-01
White Pine Capital LLC
DECREASED17,55317,882-329-2%$2.4M$2.2M-$196.9K2026-11-09
Oakmont Investment Advisors, Inc.
INCREASED17,54017,470+70+0%$2.4M$2.2M-$142.7K2026-10-21
Grace & White Inc
UNCHANGED17,52417,52400%$2.4M$2.2M-$152.1K2026-10-23
Nicholson Wealth Management Group, LLC
DECREASED17,51817,680-162-1%$2.4M$2.2M-$173.9K2026-11-09
Optimist Retirement Group LLC
INCREASED17,42416,934+490+3%$2.3M$2.2M-$84.9K2026-10-30
Krilogy Financial LLC
DECREASED17,40721,281-3,874-18%$2.9M$2.2M-$676.3K2026-10-13
Patrick Mauro Investment Advisor, Inc.
DECREASED17,40628,112-10,706-38%$3.8M$2.2M-$1.6M2026-11-06
Delta Financial Advisors LLC
DECREASED17,31217,343-310%$2.3M$2.2M-$154.5K2026-10-27
Crusonia Wealth Advisors LLC
DECREASED17,29119,360-2,069-11%$2.6M$2.2M-$430.2K2026-10-26
Moody National Bank Trust Division
INCREASED17,27615,635+1,641+11%$2.1M$2.2M+$72.2K2026-10-06
Burke & Herbert Bank & Trust Co
DECREASED17,26017,530-270-2%$2.4M$2.2M-$186.4K2026-11-02
Angeles Wealth Management, LLC
DECREASED17,21118,665-1,454-8%$2.5M$2.2M-$346.3K2026-10-26
Bull Street Advisors, LLC
DECREASED17,20422,765-5,561-24%$3.1M$2.2K-$3.1M2026-10-20
Valmark Advisers, Inc.
DECREASED17,19717,249-520%$2.3M$2.2M-$156.3K2026-11-06
LVM Capital Management LTD
DECREASED17,13117,381-250-1%$2.4K$2.2M+$2.2M2026-10-20
Carolina Wealth Advisors, LLC
DECREASED17,09418,340-1,246-7%$2.5M$2.2M-$317.1K2026-10-23
Alpha Omega Wealth Management LLC
INCREASED16,98216,325+657+4%$2.2M$2.2M-$58.4K2026-10-23
RKL Wealth Management LLC
INCREASED16,96116,109+852+5%$2.2M$2.1M-$31.9K2026-10-16
Mechanics Bank Trust Department
DECREASED16,89120,307-3,416-17%$2.7M$2.1M-$609.1K2026-10-13
Greenwood Capital Associates LLC
INCREASED16,87711,122+5,755+52%$1.5M$2.1M+$632.7K2026-10-27
Mitchell Sinkler & Starr
DECREASED16,74117,017-276-2%$2.3M$2.1M-$182.7K2026-10-13
Townsend & Associates, Inc
DECREASED16,69117,213-522-3%$2.3M$2.2M-$137.1K2026-10-23
JFS Wealth Advisors, LLC
DECREASED16,69116,807-116-1%$2.3M$2.1M-$160.6K2026-11-03
Quadrant Capital Group LLC
DECREASED16,63836,884-20,246-55%$5.0M$2.1M-$2.9M2026-10-20
Chapman Financial Group, LLC
DECREASED16,60216,962-360-2%$2.3M$2.1M-$192.8K2026-10-26
Jamison Private Wealth Management, Inc.
DECREASED16,51016,691-181-1%$2.3M$2.1M-$167.9K2026-10-14
Peloton Wealth Strategists
UNCHANGED16,42016,42000%$2.2M$2.1K-$2.2M2026-11-09
Northstar Asset Management Co
DECREASED16,38316,745-362-2%$2.3M$2.2M-$81.2K2026-10-22
Formidable Asset Management, LLC
DECREASED16,26617,183-917-5%$2.7M$2.2M-$465.9K2026-11-03
Mitchell & Pahl Private Wealth, LLC
INCREASED16,16415,026+1,138+8%$2.0M$2.0M+$13.8K2026-10-14
Sterling Investment Management, LLC
DECREASED16,11132,450-16,339-50%$4.4M$2.0M-$2.4M2026-10-16
Aspen Investment Management Inc
DECREASED16,11016,302-192-1%$2.2K$2.0K-$1662026-11-05
Chapin Davis, Inc.
DECREASED16,10419,439-3,335-17%$2.6M$2.0M-$591.2K2026-10-09
Fiduciary Alliance LLC
INCREASED15,99615,933+63+0%$2.2M$2.0M-$130.4K2026-10-13
Deseret Mutual Benefit Administrators
INCREASED15,97315,438+535+3%$2.1M$2.0M-$66.2K2026-11-04
Joel Isaacson & Co., LLC
INCREASED15,97315,484+489+3%$2.1M$2.0M-$72.4K2026-11-05
SouthState Bank Corp
DECREASED15,95618,687-2,731-15%$2.5M$2.0M-$508.3K2026-11-09
Kingswood Wealth Advisors, LLC
INCREASED15,91915,652+267+2%$2.1M$2.0M-$102.1K2026-10-23
Aull & Monroe Investment Management Corp
INCREASED15,91915,905+14+0%$2.2M$2.0M-$136.3K2026-10-16
Ranch Capital Advisors Inc.
INCREASED15,90315,007+896+6%$2.0M$2.0M-$16.8K2026-11-09
Hamel Associates, Inc.
DECREASED15,83316,473-640-4%$2.2M$2.0M-$220.1K2026-11-06
Hilltop National Bank
DECREASED15,76516,408-643-4%$2.2M$2.0M-$223.9K2026-10-14
ARS Investment Partners, LLC
DECREASED15,71415,814-100-1%$2.1M$2.0M-$149.9K2026-11-05
BLB&B Advisors, LLC
DECREASED15,70316,926-1,223-7%$2.3M$2.0M-$301.9K2026-10-27
Cadent Capital Advisors, LLC
DECREASED15,68216,685-1,003-6%$2.3M$2.0M-$272.0K2026-10-09
Frank, Rimerman Advisors LLC
DECREASED15,67718,396-2,719-15%$2.5M$2.0M-$504.2K2026-10-16
Cape ANN Savings Bank
INCREASED15,53815,522+16+0%$2.1M$2.0M-$132.7K2026-11-09
CMH Wealth Management LLC
DECREASED15,51717,178-1,661-10%$2.3M$2.0M-$359.6K2026-10-22
Westchester Capital Management, Inc.
UNCHANGED15,51315,51300%$2.1M$2.0M-$134.7K2026-10-23
Ledyard National Bank
DECREASED15,48115,821-340-2%$2.1M$2.0M-$180.4K2026-10-21
Grandfield & Dodd, LLC
UNCHANGED15,46515,46500%$2.1M$2.0M-$134.2K2026-10-29
Citadel Investment Advisory, Inc.
DECREASED15,44115,481-400%$2.1M$2.0M-$139.0K2026-10-15
Avity Investment Management Inc.
INCREASED15,42415,224+200+1%$2.1M$2.0M-$106.8K2026-10-09
Mcdaniel Terry & Co
DECREASED15,42315,592-169-1%$2.1M$2.0M-$156.7K2026-11-05
InvesTrust
DECREASED15,42117,083-1,662-10%$2.3M$2.0M-$358.9K2026-10-14
IFG Advisory, LLC
DECREASED15,41318,277-2,864-16%$2.5M$2.0M-$521.6K2026-11-09
Grey Ledge Advisors, LLC
INCREASED15,35415,295+59+0%$2.1M$1.9M-$125.2K2026-11-02
Home Federal Bank of Tennessee
DECREASED15,34615,362-160%$2.1M$1.9M-$135.4K2026-10-15
Armstrong Henry H Associates Inc
DECREASED15,33916,136-797-5%$2.2M$1.9M-$241.1K2026-10-07
Donaldson Capital Management, LLC
DECREASED15,33816,480-1,142-7%$2.2M$1.9M-$287.8K2026-11-09
Brick & Kyle, Associates
INCREASED15,26715,173+94+1%$2.4M$1.9M-$421.6K2026-11-05
Family Legacy, Inc.
DECREASED15,22515,293-680%$2.1M$1.9M-$141.3K2026-10-13
Stone Summit Wealth LLC
DECREASED15,20419,018-3,814-20%$2.6M$1.9M-$648.4K2026-10-14
TritonPoint Partners, LLC
DECREASED15,11148,326-33,215-69%$6.5M$1.9M-$4.6M2026-11-05
Kathmere Capital Management, LLC
DECREASED15,09719,421-4,324-22%$2.6M$1.9M-$716.5K2026-10-20
Flagship Harbor Advisors, LLC
INCREASED15,09313,018+2,075+16%$1.8M$1.9M+$149.9K2026-10-26
Oak Asset Management, LLC
DECREASED15,04915,665-616-4%$2.1M$1.9M-$214.1K2026-10-13
Atwood & Palmer Inc
INCREASED15,01613,016+2,000+15%$1.8M$1.9M+$140.5K2026-10-08
Kentucky Farm Bureau Mutual Insurance Co
UNCHANGED15,00015,00000%$2.0M$1.9M-$130.2K2026-11-06
Creative Financial Designs Inc
INCREASED14,97614,858+118+1%$2.0M$1.9M-$113.9K2026-11-04
Ridgewood Investments LLC
INCREASED14,95913,985+974+7%$1.9M$1.9M+$2.0K2026-10-05
Crescent Sterling, Ltd.
DECREASED14,76715,358-591-4%$2.1M$1.9M-$208.2K2026-10-16
Monarch Capital Management Inc
INCREASED14,75513,813+942+7%$1.9M$1.9M-$5272026-10-19
Massachusetts Wealth Management
INCREASED14,71914,205+514+4%$1.9M$1.9M-$58.2K2026-10-21
Western Wealth Management, LLC
DECREASED14,68016,584-1,904-11%$2.2M$1.9M-$385.3K2026-11-09
Geneos Wealth Management Inc.
INCREASED14,65112,509+2,142+17%$1.7M$1.9M+$162.9K2026-11-09
Adirondack Trust Co
DECREASED14,62416,382-1,758-11%$2.2M$1.9M-$365.0K2026-10-14
Aprio Wealth Management, LLC
INCREASED14,56413,874+690+5%$1.9M$1.8M-$33.1K2026-10-28
Cove Private Wealth, LLC
INCREASED14,54513,489+1,056+8%$1.8M$1.8M+$16.7K2026-10-28
S.A. Mason LLC
DECREASED14,46414,770-306-2%$2.0M$1.8M-$167.0K2026-10-13
Eads & Heald Wealth Management
INCREASED14,45114,156+295+2%$1.9M$1.8M-$85.5K2026-10-29
CGN Advisors LLC
DECREASED14,39416,774-2,380-14%$2.3M$1.8M-$447.2K2026-10-21
Southland Equity Partners LLC
DECREASED14,33214,384-520%$1.9M$1.8M-$131.4K2026-10-14
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED14,32414,768-444-3%$2.0M$1.8M-$184.5K2026-10-14
3Chopt Investment Partners, LLC
INCREASED14,32313,980+343+2%$1.9M$1.8M-$77.9K2026-10-30
Baldwin Wealth Partners LLC
DECREASED14,23316,400-2,167-13%$2.2M$1.8M-$417.0K2026-10-13
VestGen Advisors, LLC
DECREASED14,22816,026-1,798-11%$2.2M$1.8M-$367.1K2026-10-27
Viewpoint Capital Management LLC
INCREASED14,19413,284+910+7%$1.8M$1.8M-$312026-10-27
Allen Wealth Management, LLC
INCREASED14,08812,973+1,115+9%$1.8M$1.8M+$28.7K2026-10-29
Moneco Advisors, LLC
DECREASED14,03616,360-2,324-14%$2.2M$1.8M-$436.4K2026-11-05
Phraction Management LLC
DECREASED13,98914,666-677-5%$2.0M$1.8M-$213.1K2026-10-14
Compass Wealth Management LLC
DECREASED13,89017,702-3,812-22%$2.4M$1.8M-$636.7K2026-10-22
Cyndeo Wealth Partners, LLC
INCREASED13,87913,528+351+3%$1.8M$1.8M-$73.0K2026-10-16
Aries Wealth Management
DECREASED13,85614,166-310-2%$1.9M$1.8M-$162.2K2026-10-23
Accel Wealth Management
DECREASED13,82713,891-640%$1.9M$1.8M-$128.7K2026-10-13
Newman Dignan & Sheerar, Inc.
DECREASED13,77914,432-653-5%$2.0M$1.7M-$208.1K2026-10-21
Lincoln Capital LLC
DECREASED13,76614,988-1,222-8%$2.0M$1.7M-$282.2K2026-10-09
Greenup Street Wealth Management LLC
DECREASED13,75616,566-2,810-17%$2.2M$1.7M-$499.8K2026-10-28
WealthPlan Investment Management, LLC
DECREASED13,75323,894-10,141-42%$3.2M$1.7M-$1.5M2026-10-15
Diversified Enterprises, LLC
INCREASED13,69313,037+656+5%$1.8M$1.7M-$30.0K2026-10-19
Patton Albertson Miller Group, LLC
DECREASED13,61113,802-191-1%$1.9M$1.7M-$144.1K2026-10-26
Duncker Streett & Co Inc
DECREASED13,56013,607-470%$1.8M$1.7M-$124.0K2026-10-27
GS Investments, Inc.
INCREASED13,52613,312+214+2%$1.8M$1.7M-$88.4K2026-11-05
LEE Danner & Bass Inc
DECREASED13,50713,754-247-2%$1.9M$1.7M-$150.7K2026-10-27
Gibbs Wealth Management
INCREASED13,50610,974+2,532+23%$1.5M$1.7M+$225.7K2026-10-22
Missouri Trust & Investment Co
INCREASED13,48713,257+230+2%$1.9M$1.7M-$141.1K2026-11-04
XML Financial, LLC
DECREASED13,48113,548-670%$1.8M$1.7M-$126.1K2026-10-29
Heritage Wealth Advisors
DECREASED13,43013,449-190%$1.8M$1.7M-$119.0K2026-11-09
Finer Wealth Management, Inc.
DECREASED13,38713,798-411-3%$1.9M$1.7M-$171.9K2026-10-16
Sagespring Wealth Partners, LLC
DECREASED13,38516,285-2,900-18%$2.2M$1.7M-$508.9K2026-10-22
Essex Bank
DECREASED13,35113,948-597-4%$1.9M$1.7M-$196.7K2026-10-16
Hennion & Walsh Asset Management, Inc.
DECREASED13,34713,711-364-3%$1.9M$1.7M-$165.1K2026-10-13
Shrier Wealth Management, LLC
INCREASED13,34413,330+14+0%$1.8M$1.7M-$113.9K2026-10-20
Nilsine Partners, LLC
DECREASED13,25613,559-303-2%$1.8M$1.7M-$156.1K2026-11-02
KCM Investment Advisors LLC
DECREASED13,20514,026-821-6%$1.9M$1.7M-$225.7K2026-10-27
Center for Financial Planning, Inc.
DECREASED13,19413,299-105-1%$1.8M$1.7M-$128.6K2026-10-26
GC Wealth Management RIA, LLC
DECREASED13,16331,893-18,730-59%$4.3M$1.7M-$2.7M2026-11-02
CFS Investment Advisory Services, LLC
DECREASED13,09514,658-1,563-11%$2.1M$1.6M-$467.8K2026-10-19
Investment Advisory Services Inc
INCREASED13,07113,061+10+0%$1.8M$1.7M-$112.1K2026-10-27
Bria Capital Group, LLC
INCREASED13,0709,565+3,505+37%$1.3M$1.7M+$361.1K2026-10-22
Reynders McVeigh Capital Management, LLC
DECREASED12,99213,622-630-5%$1.8M$1.6M-$197.6K2026-10-30
Brown, Lisle Ings, Inc.
INCREASED12,90012,518+382+3%$1.7M$1.6M-$60.3K2026-10-16
Ascentis Independent Advisors
INCREASED12,88932+12,857+40178%$4.3K$1.6M+$1.6M2026-11-03
Patten Group, Inc.
DECREASED12,83413,163-329-2%$1.8M$1.6M-$155.9K2026-10-26
Plancorp, LLC
INCREASED12,8279,778+3,049+31%$1.4M$1.8M+$407.5K2026-11-03
Detalus Advisors, LLC
DECREASED12,80813,316-508-4%$1.8M$1.6M-$179.9K2026-10-15
Cigna Investments Inc
DECREASED12,79912,850-510%$1.7M$1.6K-$1.7M2026-10-19
Magnus Financial Group LLC
DECREASED12,78612,913-127-1%$1.7M$1.6M-$128.3K2026-10-21
CNB Bank
INCREASED12,75912,073+686+6%$1.6M$1.6M-$17.9K2026-11-09
Edmp, Inc.
INCREASED12,70311,496+1,207+11%$1.6M$1.6M+$53.2K2026-10-22
Flavin Financial Services, Inc.
INCREASED12,70011,898+802+7%$1.6M$1.6M-$1.6K2026-10-21
Cidel Asset Management Inc
INCREASED12,69512,048+647+5%$1.6M$1.6M-$22.6K2026-10-29
Compound Planning, Inc.
DECREASED12,68914,127-1,438-10%$1.9M$1.6M-$304.8K2026-11-09
Grove Bank & Trust
DECREASED12,68612,835-149-1%$1.7M$1.6M-$130.3K2026-10-08
Claro Advisors Inc.
DECREASED12,61413,054-440-3%$1.8M$1.6M-$169.0K2026-11-02
Center for Wealth Management Advisory
INCREASED12,57411,581+993+9%$1.6M$1.6M+$25.3K2026-10-23
Texas Capital Bank Wealth Management Services Inc
INCREASED12,54511,599+946+8%$1.6M$1.6M+$19.2K2026-11-09
Mechanics Financial Corp
DECREASED12,50412,554-500%$1.7M$1.6M-$115.3K2026-11-05
Peoples Bank
INCREASED12,50012,032+468+4%$1.6M$1.6M-$45.1K2026-10-09
Wedmont Private Capital
INCREASED12,49611,570+926+8%$1.6M$1.6M+$14.3K2026-10-09
Connecticut Wealth Management, LLC
DECREASED12,45413,564-1,110-8%$1.8M$1.6M-$258.4K2026-10-13
Tobam
INCREASED12,41211,688+724+6%$1.6M$1.6K-$1.6M2026-11-03
Davidson Trust Co
DECREASED12,40712,460-530%$1.7M$1.6M-$114.9K2026-10-09
Alhambra Investment Management LLC
INCREASED12,39312,236+157+1%$1.7M$1.6M-$86.3K2026-10-15
CWA Asset Management Group, LLC
DECREASED12,38112,948-567-4%$1.8M$1.6M-$184.2K2026-10-19
Schaper Benz & Wise Investment Counsel Inc
UNCHANGED12,34812,34800%$1.7M$1.6M-$107.2K2026-10-09
LVW Advisors, LLC
DECREASED12,33613,799-1,463-11%$1.9M$1.6M-$305.1K2026-10-19
Nvwm, LLC
INCREASED12,32612,068+258+2%$1.6M$1.6M-$72.1K2026-10-14
ARQ Wealth Advisors, LLC
DECREASED12,32415,996-3,672-23%$2.2M$1.6M-$608.2K2026-10-29
Heritage OAK Wealth Advisors LLC
DECREASED12,29112,341-500%$1.7M$1.6M-$113.5K2026-10-14
Indivisible Partners
INCREASED12,25310,236+2,017+20%$1.4M$1.6M+$166.7K2026-10-26
SAX Wealth Advisors, LLC
INCREASED12,22211,570+652+6%$1.8M$1.5M-$248.0K2026-10-13
Cottage Street Advisors LLC
DECREASED12,17812,712-534-4%$1.7M$1.5M-$188.9K2026-10-19
Benedict Financial Advisors Inc
DECREASED12,15512,831-676-5%$1.7M$1.5M-$197.0K2026-10-07
Emerald Advisors, LLC
INCREASED12,11811,737+381+3%$1.6M$1.5M-$53.6K2026-10-13
Bradyco, Inc.
DECREASED12,10313,103-1,000-8%$1.8M$1.5M-$240.5K2026-11-03
Great Lakes Retirement, Inc.
DECREASED12,07112,105-340%$1.6M$1.5M-$109.4K2026-10-26
MCF Advisors LLC
INCREASED12,02410,723+1,301+12%$1.5M$1.5M+$71.9K2026-10-28
Kesler, Norman & Wride, LLC
DECREASED12,01812,431-413-3%$1.7M$1.5M-$160.3K2026-11-06
Archer Investment Corp
INCREASED11,9979,996+2,001+20%$1.4M$1.5M+$166.8K2026-11-05
Clear Creek Financial Management, LLC
INCREASED11,97511,535+440+4%$1.6M$1.5M-$44.3K2026-10-28
Partnership Wealth Management, LLC
INCREASED11,97311,971+2+0%$1.6M$1.5M-$103.7K2026-10-05
Park Place Capital Corp
INCREASED11,9389,434+2,504+27%$1.3M$1.5M+$235.4K2026-11-09
B. Riley Wealth Advisors, Inc.
INCREASED11,92810,467+1,461+14%$1.5M$1.5M+$59.8K2026-10-13
Caldwell Sutter Capital, Inc.
INCREASED11,78711,518+269+2%$1.6M$1.5M-$65.9K2026-11-09
Paradigm Asset Management Co LLC
DECREASED11,77013,211-1,441-11%$1.8M$1.5M-$297.3K2026-11-05
Alpine Bank Wealth Management
INCREASED11,76611,023+743+7%$1.5M$1.5M-$1.5K2026-10-16
Chatham Capital Group, Inc.
DECREASED11,70612,766-1,060-8%$1.7M$1.5M-$245.1K2026-10-16
Natural Investments, LLC
DECREASED11,69411,834-140-1%$1.6M$1.5M-$120.1K2026-11-06
Carnegie Lake Advisors LLC
UNCHANGED11,67411,67400%$1.6M$1.5M-$101.3K2026-11-06
Boomfish Wealth Group, LLC
INCREASED11,66510,861+804+7%$1.5M$1.5M+$7.6K2026-10-22
Bedel Financial Consulting, Inc.
DECREASED11,60711,961-354-3%$1.6M$1.5M-$148.7K2026-11-06
Costello Asset Management, Inc
DECREASED11,51017,141-5,631-33%$2.3M$1.5M-$862.4K2026-10-30
Resonant Capital Advisors, LLC
DECREASED11,50123,443-11,942-51%$3.2M$1.5M-$1.7M2026-10-15
Beacon Financial Group
DECREASED11,43612,313-877-7%$1.7M$1.4M-$218.0K2026-10-19
Nwam LLC
DECREASED11,40111,843-442-4%$1.6M$1.4M-$158.9K2026-11-09
Norway Savings Bank
INCREASED11,34410,756+588+5%$1.5M$1.4M-$18.9K2026-10-20
Outfitters Financial LLC
DECREASED11,33812,378-1,040-8%$1.7M$1.4M-$239.2K2026-10-23
Cypress Capital Group
DECREASED11,30911,769-460-4%$1.6M$1.4M-$160.4K2026-11-03
Yankcom Partnership
INCREASED11,26010,315+945+9%$1.4M$1.4M+$30.2K2026-10-15
M&G Plc
DECREASED11,23412,867-1,633-13%$1.7M$1.4M-$310.3K2026-11-04
Interchange Capital Partners, LLC
DECREASED11,21911,574-355-3%$1.6M$1.4M-$145.4K2026-10-28
Sterling Investment Advisors, Ltd.
DECREASED11,20412,252-1,048-9%$1.7M$1.4M-$239.1K2026-10-27
Tred Avon Family Wealth, LLC
DECREASED11,14711,308-161-1%$1.5M$1.4M-$118.6K2026-10-20
Bfsg, LLC
INCREASED11,12610,733+393+4%$1.5M$1.4M-$43.3K2026-10-30
Cerro Pacific Wealth Advisors LLC
DECREASED11,12111,179-58-1%$1.5M$1.4M-$104.4K2026-10-22
Peregrine Asset Advisers, Inc.
DECREASED11,09854,992-43,894-80%$7.4M$1.4M-$6.0M2026-11-09
Clear Harbor Asset Management, LLC
INCREASED11,0304,362+6,668+153%$590.6K$1.4M+$807.1K2026-11-05
Kentucky Trust Co
DECREASED10,98611,269-283-3%$1.5M$1.4M-$133.7K2026-10-15
Comprehensive Financial Consultants Institutional, Inc.
INCREASED10,94110,804+137+1%$1.5M$1.4M-$76.4K2026-10-15
Baker Avenue Asset Management, LP
DECREASED10,91512,285-1,370-11%$1.7M$1.4M-$280.2K2026-11-06
Marino, Stram & Associates LLC
INCREASED10,91010,509+401+4%$1.4M$1.4M-$40.4K2026-10-22
Strengthening Families & Communities, LLC
INCREASED10,8939,432+1,461+15%$1.3M$1.4M+$103.3K2026-10-21
Legacy Trust
INCREASED10,89010,778+112+1%$1.5M$1.5M+$36.3K2026-11-06
Abacus Planning Group, Inc.
DECREASED10,88911,547-658-6%$1.6M$1.4M-$183.6K2026-11-02
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED10,87112,071-1,200-10%$1.6M$1.4M-$256.8K2026-11-03
Leisure Capital Management
INCREASED10,85110,843+8+0%$1.5M$1.4M-$93.1K2026-11-03
Clean Yield Group
UNCHANGED10,78410,78400%$1.5M$1.4M-$93.6K2026-10-28
Achmea Investment Management B.V.
NEW10,766—+10,766——$1.4M—2026-10-30
Perpetual Ltd
DECREASED10,76416,984-6,220-37%$2.3M$1.4M-$935.6K2026-10-13
Blue Fin Capital, Inc.
INCREASED10,70810,702+6+0%$1.4M$1.4M-$92.1K2026-10-28
Beacon Bank & Trust
DECREASED10,69811,067-369-3%$1.5M$1.4M-$142.8K2026-10-27
Rahlfs Capital, LLC
UNCHANGED10,66510,66500%$1.4M$1.4M-$92.6K2026-10-23
Kennebec Savings Bank
INCREASED10,64110,313+328+3%$1.4M$1.3M-$48.0K2026-10-22
Providence Wealth Advisors, LLC
DECREASED10,62011,265-645-6%$1.6M$1.3M-$286.5K2026-10-29
Wealthcare Advisory Partners LLC
DECREASED10,56611,006-440-4%$1.5M$1.3M-$151.3K2026-10-21
TCI Wealth Advisors, Inc.
DECREASED10,53512,309-1,774-14%$1.7M$1.3M-$331.6K2026-10-30
Pinnacle Wealth Planning Services, Inc.
INCREASED10,4519,962+489+5%$1.3M$1.3M-$24.5K2026-10-27
Liberty Capital Management, Inc.
DECREASED10,43410,507-73-1%$1.4M$1.3M-$100.5K2026-11-02
denkapparat Operations GmbH
INCREASED10,4266,252+4,174+67%$846.5K$1.3M+$474.7K2026-11-09
Portfolio Design Labs, LLC
INCREASED10,42310,268+155+2%$1.4M$1.3M-$69.4K2026-11-04
Everhart Financial Group, Inc.
DECREASED10,42212,586-2,164-17%$1.7M$1.3M-$383.4K2026-10-08
Waldron Private Wealth LLC
DECREASED10,42210,577-155-1%$1.4M$1.3M-$111.5K2026-11-02
Abner Herrman & Brock LLC
DECREASED10,40210,417-150%$1.4K$1.3K-$922026-10-20
StrongBox Wealth, LLC
INCREASED10,3438,757+1,586+18%$1.2M$1.3M+$125.0K2026-11-02
A. D. Beadell Investment Counsel, Inc.
DECREASED10,28910,639-350-3%$1.4K$1.3K-$1372026-10-14
Thoroughbred Financial Services, LLC
DECREASED10,28410,493-209-2%$1.4M$1.3K-$1.4M2026-11-09
PFG Advisors
INCREASED10,2639,685+578+6%$1.3M$1.3M-$10.7K2026-10-16
Baxter Bros Inc
DECREASED10,24511,588-1,343-12%$1.6M$1.3M-$270.8K2026-11-04
PDS Planning, Inc
DECREASED10,23910,746-507-5%$1.5M$1.3M-$157.5K2026-11-03
CWS Financial Advisors, LLC
DECREASED10,21410,736-522-5%$1.5M$1.3M-$159.3K2026-10-16
Buttonwood Financial Advisors Inc.
DECREASED10,11511,426-1,311-11%$1.5M$1.3M-$265.4K2026-10-13
Investment House LLC
DECREASED10,01420,814-10,800-52%$2.8M$1.3M-$1.5M2026-10-21
Axxion S.A.
INCREASED10,0067,306+2,700+37%$989.2K$1.3M+$278.7K2026-10-22
Westbourne Investment Advisors, Inc.
DECREASED10,00011,950-1,950-16%$1.6M$1.3M-$350.8K2026-10-20
LS Investment Advisors, LLC
DECREASED9,99510,365-370-4%$1.4M$1.3M-$136.9K2026-10-13
Key FInancial Inc
INCREASED9,9909,888+102+1%$1.3M$1.3M-$72.9K2026-11-02
Howard Financial Services, Ltd.
INCREASED9,9479,695+252+3%$1.3M$1.3M-$52.2K2026-10-15
Means Investment Co., Inc.
DECREASED9,93810,068-130-1%$1.4M$1.3M-$104.0K2026-11-03
Wealth Alliance Advisory Group, LLC
INCREASED9,9319,669+262+3%$1.3M$1.3M-$50.7K2026-10-14
Rudd Co d/b/a Styre Wealth
NEW9,877—+9,877——$1.3M—2026-10-29
MSH Capital Advisors LLC
DECREASED9,84410,140-296-3%$1.4M$1.2M-$125.6K2026-11-03
Capital Asset Advisory Services LLC
DECREASED9,81731,048-21,231-68%$4.2M$1.4M-$2.8M2026-10-30
Elevatus Welath Management
INCREASED9,8117,715+2,096+27%$1.0M$1.2M+$198.7K2026-10-19
Strategy Asset Managers LLC
INCREASED9,8119,607+204+2%$1.3M$1.2M-$57.5K2026-10-14
Dickmeyer Boyce Financial Management, Inc.
DECREASED9,81010,187-377-4%$1.4M$1.2M-$136.2K2026-10-08
Montecito Bank & Trust
DECREASED9,8039,806-30%$1.3M$1.2M-$85.5K2026-10-01
Alta Advisers Ltd
INCREASED9,7815,303+4,478+84%$718.0K$1.2M+$521.4K2026-11-02
Twelve Points Wealth Management LLC
DECREASED9,76911,519-1,750-15%$1.6M$1.3M-$218.0K2026-11-03
S-Bank Fund Management Ltd
INCREASED9,7179,245+472+5%$1.3M$1.2M-$20.4K2026-11-06
Legacy Wealth Asset Management, LLC
INCREASED9,7114,836+4,875+101%$654.8K$1.2M+$575.8K2026-10-09
Pine Haven Investment Counsel, Inc
INCREASED9,6929,682+10+0%$1.3M$1.2M-$82.8K2026-11-02
Brindle & Bay Financial Advisors, LLC
INCREASED9,6716,801+2,870+42%$920.9K$1.2M+$304.6K2026-10-15
Heritage Wealth Management, Inc.
DECREASED9,64911,156-1,507-14%$1.5M$1.2M-$287.8K2026-10-28
Strategic Blueprint, LLC
DECREASED9,6319,743-112-1%$1.3M$1.2M-$98.8K2026-10-22
Charles Schwab Trust Co
INCREASED9,5799,017+562+6%$1.2M$1.2M-$7.1K2026-10-15
Freestone Capital Holdings, LLC
DECREASED9,53110,576-1,045-10%$1.4M$1.2M-$224.3K2026-11-09
Peterson Wealth Management
DECREASED9,4099,673-264-3%$1.3M$1.2M-$117.5K2026-11-06
Cowa, LLC
INCREASED9,3537,084+2,269+32%$959.2K$1.2M+$226.1K2026-10-30
Sprott Inc.
UNCHANGED9,3039,30300%$1.3M$1.2M-$80.8K2026-11-09
GoalVest Advisory LLC
INCREASED9,2988,810+488+6%$1.2M$1.2M-$14.6K2026-10-02
HighPoint Advisor Group LLC
DECREASED9,2869,343-57-1%$1.3M$1.2M-$88.4K2026-11-09
Beacon Financial Advisory LLC
DECREASED9,2549,401-147-2%$1.3M$1.2M-$100.2K2026-10-16
Thompson Siegel & Walmsley LLC
INCREASED9,2417,813+1,428+18%$1.1M$1.2K-$1.1M2026-11-05
McCollum Christoferson Group LLC
DECREASED9,22710,067-840-8%$1.4M$1.2M-$193.8K2026-10-13
Leo Wealth, LLC
NEW9,223—+9,223——$1.2M—2026-10-26
Gerald Baker Financial Group LLC
INCREASED9,1739,029+144+2%$1.2M$1.2M-$60.2K2026-10-09
Garton & Associates Financial Advisors LLC
DECREASED9,11312,351-3,238-26%$1.7M$1.3M-$323.6K2026-10-30
Carlton Hofferkamp & Jenks Wealth Management, LLC
DECREASED9,0929,142-50-1%$1.2M$1.2M-$21.6K2026-10-21
Legacy Private Trust Co.
DECREASED9,0869,101-150%$1.2M$1.2M-$80.9K2026-10-06
Wright Investors Service Inc
DECREASED9,0569,515-459-5%$1.3M$1.1M-$140.8K2026-11-02
Journey Advisory Group, LLC
INCREASED9,0558,680+375+4%$1.2M$1.1M-$27.8K2026-11-04
Accredited Investors Inc.
INCREASED9,0538,042+1,011+13%$1.1M$1.1M+$58.4K2026-11-03
Inlet Private Wealth, LLC
DECREASED8,9659,040-75-1%$1.2M$1.1M-$88.0K2026-10-21
Gryphon Financial Partners LLC
DECREASED8,9259,355-430-5%$1.3M$1.1M-$135.8K2026-11-04
Pettee Investors, Inc.
DECREASED8,9209,275-355-4%$1.3M$1.1M-$125.5K2026-11-09
United Advisor Group, LLC
INCREASED8,9085,295+3,613+68%$717.0K$1.1M+$411.8K2026-11-03
Sapient Capital LLC
DECREASED8,9048,933-290%$1.2M$1.1M-$81.2K2026-10-08
Bank & Trust Co
INCREASED8,8988,470+428+5%$1.1M$1.1M-$19.3K2026-10-07
Augustine Asset Management Inc
INCREASED8,8678,545+322+4%$1.2M$1.1M-$33.4K2026-10-13
Redmond Asset Management, LLC
UNCHANGED8,8628,86200%$1.2M$1.1M-$76.9K2026-10-27
BKM Wealth Management, LLC
DECREASED8,8379,094-257-3%$1.2M$1.1M-$111.5K2026-10-22
Elmwood Wealth Management, Inc.
INCREASED8,7968,782+14+0%$1.2M$1.1M-$74.5K2026-10-14
Plante Moran Financial Advisors, LLC
DECREASED8,7628,949-187-2%$1.2M$1.1M-$101.4K2026-11-04
Arrow Financial Corp
DECREASED8,6888,857-169-2%$1.2M$1.1M-$98.3K2026-10-26
Aaron Wealth Advisors LLC
DECREASED8,65610,111-1,455-14%$1.4M$1.1M-$272.1K2026-10-13
Tempus Wealth Planning, LLC
INCREASED8,6488,313+335+4%$1.1M$1.1M-$29.7K2026-10-14
Diversified Management Inc
INCREASED8,6434,336+4,307+99%$587.1K$1.1M+$508.1K2026-10-08
Supplemental Annuity Collective Trust of NJ
DECREASED8,6368,766-130-1%$1.2M$1.1M-$92.6K2026-11-02
Pflug Koory, LLC
INCREASED8,6338,614+19+0%$1.2M$1.1M-$72.4K2026-10-26
Bigelow Investment Advisors, LLC
DECREASED8,6038,857-254-3%$1.2M$1.1M-$109.1K2026-10-13
Powers Advisory Group, LLC
INCREASED8,5838,265+318+4%$1.1M$1.1M-$31.4K2026-10-14
Foster Dykema Cabot & Partners, LLC
UNCHANGED8,5728,57200%$1.2M$1.1M-$74.4K2026-10-30
Tandem Capital Management Corp
DECREASED8,5599,428-869-9%$1.3M$1.1M-$192.0K2026-10-22
Concord Wealth Partners
INCREASED8,5588,196+362+4%$1.1M$1.1M-$25.3K2026-11-02
Autumn Glory Partners, LLC
DECREASED8,55110,085-1,534-15%$1.4M$1.1M-$281.9K2026-10-26
Wynn Capital, LLC
UNCHANGED8,5458,54500%$1.2M$1.1M-$74.2K2026-10-13
Northside Capital Management, LLC
DECREASED8,5288,658-130-1%$1.2M$1.1M-$91.6K2026-10-13
Jeppson Wealth Management, LLC
INCREASED8,5037,257+1,246+17%$982.6K$1.1M+$94.9K2026-10-20
Dumont & Blake Investment Advisors LLC
INCREASED8,4518,310+141+2%$1.1M$1.1M-$54.2K2026-10-28
Centerline Wealth Advisors, LLC
DECREASED8,44610,773-2,327-22%$1.5M$1.1M-$388.4K2026-10-15
Advisor OS, LLC
DECREASED8,4439,895-1,452-15%$1.3M$1.1M-$269.8K2026-11-03
Sterling Wealth Management, Inc.
DECREASED8,4328,524-92-1%$1.2M$1.1M-$85.6K2026-10-23
Impact Capital Partners LLC
DECREASED8,4048,781-377-4%$1.2M$1.1M-$124.0K2026-10-22
OFI Invest Asset Management
DECREASED8,34511,013-2,668-24%$1.3M$931.0K-$409.0K2026-11-06
American State Bank (Iowa)
INCREASED8,3407,709+631+8%$1.0M$1.1M+$13.0K2026-11-03
ShankerValleau Wealth Advisors, Inc.
UNCHANGED8,3298,32900%$1.1M$1.1M-$72.3K2026-10-16
Focus Financial Network, Inc.
DECREASED8,3248,530-206-2%$1.2M$1.1M-$100.1K2026-10-14
Ballast, Inc.
UNCHANGED8,3018,30100%$1.1M$1.1M-$72.1K2026-10-20
NBH Bank
INCREASED8,2768,110+166+2%$1.1M$1.0M-$49.4K2026-11-05
Manchester Capital Management LLC
INCREASED8,2578,232+25+0%$1.1M$1.0M-$68.3K2026-10-22
Harbor Investment Advisory, LLC
DECREASED8,2459,001-756-8%$1.2M$1.0M-$173.9K2026-10-13
Wealth Group, Ltd.
DECREASED8,24021,568-13,328-62%$2.9M$1.0K-$2.9M2026-10-30
Eliot Finkel Investment Counsel, LLC
DECREASED8,2108,220-100%$1.1M$1.0M-$72.6K2026-11-03
Cornerstone Wealth Group, LLC
DECREASED8,20052,844-44,644-84%$7.2M$1.0M-$6.1M2026-11-02
Ashton Thomas Securities, LLC
DECREASED8,1718,362-191-2%$1.1M$1.0M-$89.9K2026-10-26
Patriot Financial Group Insurance Agency, LLC
INCREASED8,1677,782+385+5%$1.1M$1.0M-$19.5K2026-10-14
Independent Investors Inc
DECREASED8,1638,263-100-1%$1.1M$1.0M-$84.4K2026-10-30
Ipsen Advisor Group LLC
INCREASED8,1328,085+47+1%$1.1M$1.0M-$64.1K2026-10-29
Zega Investments, LLC
DECREASED8,1248,166-42-1%$1.1M$1.0M-$76.2K2026-11-04
Ables, Iannone, Moore & Associates, Inc.
DECREASED8,0798,401-322-4%$1.1M$1.0M-$113.7K2026-10-06
First National Bank Sioux Falls
INCREASED8,0778,020+57+1%$1.3M$1.0M-$246.7K2026-10-13
Intrua Financial, LLC
INCREASED8,0657,396+669+9%$1.0M$1.0M+$20.7K2026-10-28
Gibson Wealth Advisors LLC
INCREASED8,0638,050+13+0%$1.1M$1.0M-$68.2K2026-10-20
Dudley Capital Management, LLC
UNCHANGED8,0198,01900%$1.1M$1.0M-$69.6K2026-10-23
Greenfield Savings Bank
DECREASED8,0188,068-50-1%$1.1M$1.0M-$76.4K2026-10-07
Pinnacle Bancorp, Inc.
INCREASED7,9917,837+154+2%$1.1M$1.0M-$48.5K2026-10-21
First City Capital Management, Inc.
DECREASED7,9498,443-494-6%$1.1M$1.0M-$135.9K2026-10-27
MBA Advisors LLC
INCREASED7,9337,308+625+9%$989.5K$1.0M+$15.8K2026-10-29
Richard P Slaughter Associates Inc
NEW7,901—+7,901——$1.0M—2026-10-13
Peoples Financial Services Corp.
DECREASED7,8888,008-120-1%$1.1M$999.6K-$84.7K2026-10-20
First County Bank
INCREASED7,8727,782+90+1%$1.1M$997.5K-$56.1K2026-10-13
Alliance Private Wealth, LLC
DECREASED7,8648,834-970-11%$1.2M$996.5K-$199.6K2026-10-20
Adelphi Trust Co
INCREASED7,8627,405+457+6%$1.0M$996.3K-$6.4K2026-10-05
Concord Asset Management, LLC
INCREASED7,8617,691+170+2%$1.0M$996.1K-$45.2K2026-11-02
Brandywine OAK Private Wealth LLC
INCREASED7,8547,769+85+1%$1.1M$995.2K-$56.7K2026-10-23
McGlone Suttner Wealth Management, Inc.
DECREASED7,8477,901-54-1%$1.1M$994.3K-$75.4K2026-10-13
Johnson & White Wealth Management, LLC
INCREASED7,8466,631+1,215+18%$897.8K$994.3K+$96.5K2026-11-03
Lederer & Associates Investment Counsel
INCREASED7,8377,282+555+8%$986$993+$72026-10-23
71 West Capital Partners
DECREASED7,8088,370-562-7%$1.1M$989.4K-$143.9K2026-11-04
Oakworth Capital, Inc.
DECREASED7,8058,611-806-9%$1.2M$989.1K-$192.7K2026-10-26
Argyle Capital Management, LLC
INCREASED7,7957,600+195+3%$1.0M$987.8K-$41.3K2026-10-28
Tributary Capital Management, LLC
DECREASED7,7567,946-190-2%$1.1M$982.8K-$93.0K2026-10-28
Atlas Capital Advisors Inc.
UNCHANGED7,7527,75200%$1.0M$755-$1.0M2026-11-09
Canandaigua National Trust Co of Florida
NEW7,746—+7,746——$981.6K—2026-10-07
Golden Reserve Retirement LLC
INCREASED7,7454,855+2,890+60%$657.4K$981.4K+$324.0K2026-11-02
Occidental Asset Management, LLC
DECREASED7,7308,716-986-11%$1.2M$979.5K-$200.6K2026-11-05
AMI Asset Management Corp
INCREASED7,7257,665+60+1%$1.0M$978.9K-$58.9K2026-10-20
Summit Place Financial Advisors, LLC
DECREASED7,7228,383-661-8%$1.1M$978.5K-$156.5K2026-10-23
St. Johns Investment Management Company, LLC
INCREASED7,7127,651+61+1%$1.0M$977.3K-$58.7K2026-10-30
Renaissance Investment Group LLC
DECREASED7,6667,686-200%$1.0M$971.4K-$69.2K2026-10-28
MBE Wealth Management, LLC
INCREASED7,6597,487+172+2%$1.0M$970.6K-$43.1K2026-10-26
Altfest L J & Co Inc
INCREASED7,6507,118+532+7%$963.7K$969.4K+$5.6K2026-10-27
Alpha Family Trust
UNCHANGED7,6007,60000%$1.0M$1.0M$02026-11-04
Griffin Asset Management, Inc.
INCREASED7,5847,581+3+0%$1.0M$961.0K-$65.5K2026-10-22
Machina Capital S.A.S.
DECREASED7,57943,217-35,638-82%$5.9M$960.4K-$4.9M2026-11-05
First Affirmative Financial Network
NEW7,578—+7,578——$960.3K—2026-10-21
Ted Buchan & Co
DECREASED7,5429,017-1,475-16%$1.2M$955.7K-$265.2K2026-10-23
Summit Asset Management, LLC
INCREASED7,5217,059+462+7%$955.8K$953.1K-$2.7K2026-11-05
Jmac Enterprises LLC
INCREASED7,5186,413+1,105+17%$868.4K$952.7K+$84.3K2026-10-30
Chiron Capital Management, LLC
INCREASED7,4805,580+1,900+34%$755.5K$947.9K+$192.3K2026-10-15
Emprise Bank
DECREASED7,4807,523-43-1%$1.0M$947.9K-$70.7K2026-10-07
MTM Investment Management, LLC
INCREASED7,4637,456+7+0%$1.0M$945.7K-$63.8K2026-10-30
PW Nova Financial Services LLC
INCREASED7,4617,057+404+6%$955.5K$945.5K-$10.1K2026-10-15
Andrews Advisory Associates, LLC
INCREASED7,4566,877+579+8%$931.1K$944.8K+$13.7K2026-10-15
LCM Capital Management Inc
DECREASED7,4067,446-40-1%$1.0M$938.5K-$69.7K2026-10-20
Taylor Financial Group, Inc.
DECREASED7,3978,317-920-11%$1.1M$937.3K-$188.8K2026-11-02
Bison Wealth, LLC
DECREASED7,3809,710-2,330-24%$1.4M$935.0K-$456.3K2026-10-13
Simon Quick Advisors, LLC
DECREASED7,37112,072-4,701-39%$1.6M$934.1K-$700.5K2026-10-26
Probity Advisors, Inc.
INCREASED7,3527,200+152+2%$974.9K$931.7K-$43.2K2026-10-23
Split Creek LLC DBA Split Creek Capital LLC
INCREASED7,3376,715+622+9%$909.2K$929.7K+$20.5K2026-11-02
AdvisorNet Financial, Inc
INCREASED7,3307,045+285+4%$953.8K$947.5K-$6.3K2026-10-15
Citizens Business Bank
DECREASED7,3267,404-78-1%$1.0M$928.4K-$74.2K2026-11-09
FSM Wealth Advisors, LLC
DECREASED7,3067,997-691-9%$1.1M$937.7K-$145.1K2026-10-27
Cordgrass Capital Advisors, LLC
INCREASED7,2986,908+390+6%$935.3K$924.8K-$10.5K2026-10-30
Shepherd Financial Partners LLC
DECREASED7,2948,441-1,147-14%$1.1M$924.3K-$218.6K2026-11-03
Piscataqua Savings Bank
DECREASED7,2337,337-104-1%$993.4K$916.5K-$76.9K2026-10-21
Greatmark Investment Partners, Inc.
INCREASED7,2297,037+192+3%$952.8K$916.1K-$36.8K2026-10-28
Patrick M Sweeney & Associates, Inc
DECREASED7,2247,228-40%$978.7K$915.4K-$63.2K2026-10-22
Mcdonald Partners LLC
DECREASED7,2027,582-380-5%$1.0M$912.6K-$114.0K2026-11-03
Hudock, Inc.
DECREASED7,1817,435-254-3%$1.0M$910.1K-$96.6K2026-10-14
Stiles Financial Services Inc
DECREASED7,1597,507-348-5%$1.0M$907.2K-$109.2K2026-10-30
Premier Path Wealth Partners, LLC
DECREASED7,1537,748-595-8%$1.0M$906.5K-$142.6K2026-10-16
LifePlan Financial, LLC
INCREASED7,1513,532+3,619+102%$478.2K$917.8K+$439.5K2026-10-13
Staley Capital Advisers Inc
INCREASED7,1486,656+492+7%$901.2K$905.8K+$4.6K2026-11-06
San Luis Wealth Advisors LLC
INCREASED7,1321,516+5,616+370%$205.2K$903.7K+$698.5K2026-10-27
Lodestar Private Asset Management LLC
DECREASED7,1317,676-545-7%$1.0M$903.7K-$135.6K2026-10-26
Hazlett, Burt & Watson, Inc.
INCREASED7,1157,024+91+1%$840.1K$899-$839.2K2026-11-04
Portus Wealth Advisors, LLC
DECREASED7,1117,112-10%$963.0K$901.1K-$61.9K2026-10-13
Acropolis Investment Management, LLC
DECREASED7,0827,913-831-10%$1.1M$897.5K-$174.0K2026-10-08
Texas Bank & Trust Co
INCREASED7,0746,794+280+4%$919.9K$896.4K-$23.5K2026-11-04
Asset Dedication, LLC
DECREASED7,0527,634-582-8%$1.0M$893.6K-$140.1K2026-11-03
Family Capital Trust Co
UNCHANGED7,0067,00600%$948.6K$887.8K-$60.8K2026-10-22
Diesslin Group, Inc.
UNCHANGED7,0017,00100%$947.9K$887.2K-$60.8K2026-10-14
Cincinnati Specialty Underwriters Insurance Co
UNCHANGED7,0007,00000%$947.8K$887.0K-$60.8K2026-11-03
Doliver Advisors, LP
DECREASED6,9967,259-263-4%$982.9K$886.5K-$96.3K2026-10-01
Elyxium Wealth, LLC
DECREASED6,9877,467-480-6%$1.0M$885.4K-$125.6K2026-10-27
Cross Staff Investments Inc
UNCHANGED6,9806,98000%$945.1K$884.5K-$60.6K2026-10-22
Brady Martz Wealth Solutions, LLC
INCREASED6,9795,594+1,385+25%$757.5K$884.4K+$126.9K2026-11-05
Hanson & Doremus Investment Management
UNCHANGED6,9786,97800%$945.0K$884-$944.1K2026-10-16
EverSource Wealth Advisors, LLC
DECREASED6,9608,618-1,658-19%$1.2M$882.0K-$284.9K2026-11-04
Synergy Asset Management, LLC
INCREASED6,9426,937+5+0%$939.3K$879.7K-$59.6K2026-11-05
Sentry LLC
UNCHANGED6,9286,92800%$938.1K$877.9K-$60.1K2026-10-30
Woodward Diversified Capital, LLC
DECREASED6,9237,241-318-4%$980.4K$877.3K-$103.1K2026-10-21
Rare Wolf Capital LLC
DECREASED6,91810,220-3,302-32%$1.4M$876.6K-$507.1K2026-10-20
Investors Research Corp
DECREASED6,9137,121-208-3%$964.2K$876.0K-$88.2K2026-10-07
EagleClaw Capital Managment, LLC
DECREASED6,9007,195-295-4%$974.2K$874.4K-$99.8K2026-11-06
Nicholas Hoffman & Company, Llc.
DECREASED6,8847,114-230-3%$963.2K$872.3K-$90.9K2026-10-30
Sippican Capital Advisors
INCREASED6,8724,494+2,378+53%$608.5K$870.8K+$262.3K2026-10-23
Live Oak Private Wealth LLC
UNCHANGED6,8486,84800%$927.2K$867.8K-$59.4K2026-11-02
Vista Investment Partners LLC
INCREASED6,8436,842+1+0%$926.4K$867.1K-$59.3K2026-10-08
Evermay Wealth Management LLC
DECREASED6,8387,404-566-8%$1.0M$866.5K-$136.0K2026-11-05
Kennedy Investment Group, Inc.
DECREASED6,7746,967-193-3%$943.4K$858.4K-$85.0K2026-10-21
Baugh & Associates, LLC
DECREASED6,76724,408-17,641-72%$3.3M$822.9K-$2.5M2026-10-16
Journey Retirement Planning & Investment Management LLC
INCREASED6,7655,296+1,469+28%$717.0K$857.3K+$140.3K2026-10-09
Elevated Private Wealth, LLC
DECREASED6,7558,235-1,480-18%$1.1M$856.0K-$259.0K2026-10-15
Kuhn & Co Investment Counsel
INCREASED6,7506,712+38+1%$908.8K$855.4K-$53.4K2026-10-29
Annis Gardner Whiting Capital Advisors, LLC
DECREASED6,7126,860-148-2%$928.8K$850.5K-$78.3K2026-11-09
Avestar Capital, LLC
DECREASED6,6408,538-1,898-22%$1.2M$841.4K-$314.6K2026-10-28
First United Bank & Trust
DECREASED6,6368,841-2,205-25%$1.2M$840.9K-$356.2K2026-10-22
Spire Wealth Management
INCREASED6,6276,000+627+10%$812.4K$839.8K+$27.4K2026-10-30
Winthrop Advisory Group LLC
INCREASED6,6266,254+372+6%$846.8K$839.6K-$7.1K2026-10-22
Guinness Atkinson Asset Management Inc
UNCHANGED6,6196,61900%$896.2K$838.8K-$57.5K2026-11-05
Lyell Wealth Management, LP
DECREASED6,6147,049-435-6%$954.4K$838.1K-$116.3K2026-10-30
MB, Levis & Associates, LLC
INCREASED6,6086,321+287+5%$855.8K$837.4K-$18.4K2026-10-16
Cambridge Advisors Inc.
DECREASED6,6076,637-300%$898.7K$837.2K-$61.4K2026-10-19
Clayton Financial Group LLC
INCREASED6,5776,230+347+6%$843.5K$833.4K-$10.1K2026-10-13
Verity Asset Management, Inc.
DECREASED6,5657,052-487-7%$954.8K$832.0K-$122.8K2026-10-30
Hamilton Point Investment Advisors, LLC
DECREASED6,5536,698-145-2%$906.9K$830.3K-$76.5K2026-11-03
Hartford Financial Management Inc.
DECREASED6,5466,729-183-3%$911.1K$829.5K-$81.6K2026-10-21
True Private Wealth Advisors
DECREASED6,5316,547-160%$886.5K$827.6K-$58.9K2026-10-19
Wolverine Asset Management LLC
DECREASED6,5309,299-2,769-30%$1.3M$827.5K-$431.6K2026-11-02
Catalyst Financial Partners LLC
DECREASED6,5137,605-1,092-14%$1.0M$825.3K-$204.4K2026-11-06
Pinnacle Wealth Management Group, Inc.
INCREASED6,5016,500+1+0%$880.1K$823.8K-$56.3K2026-10-15
Segment Wealth Management, LLC
DECREASED6,4918,258-1,767-21%$1.1M$822.5K-$295.6K2026-10-26
EPG Wealth Management LLC
INCREASED6,4896,356+133+2%$860.6K$822.3K-$38.4K2026-11-03
Garrett Wealth Advisory Group, LLC
DECREASED6,4876,662-175-3%$902.1K$822.1K-$80.0K2026-10-22
Kenora Financial, LLC
DECREASED6,4536,865-412-6%$929.5K$817.7K-$111.8K2026-10-20
Keating Investment Counselors Inc
DECREASED6,4306,440-100%$872.0K$814.8K-$57.2K2026-10-14
Asset Advisors Investment Management, LLC
UNCHANGED6,4116,41100%$868.0K$812.4K-$55.6K2026-10-19
Range Financial Group LLC
INCREASED6,3966,224+172+3%$842.7K$810.5K-$32.3K2026-10-21
Birchbrook, Inc.
DECREASED6,3686,816-448-7%$922.8K$806.9K-$115.9K2026-10-14
Annex Advisory Services, LLC
DECREASED6,3566,451-95-1%$873.4K$805.4K-$68.0K2026-10-16
Park Edge Advisors, LLC
DECREASED6,3416,792-451-7%$919.6K$803.6K-$116.1K2026-10-28
Diligent Investors, LLC
INCREASED6,3206,062+258+4%$820.8K$800.9K-$20.0K2026-10-21
Altus Wealth Group LLC
INCREASED6,3186,302+16+0%$853.3K$800.7K-$52.6K2026-10-20
Canopy Partners, LLC
INCREASED6,3016,007+294+5%$813.3K$798.5K-$14.9K2026-10-28
Ballew Advisors, Inc
INCREASED6,2966,258+38+1%$902.6K$792.6K-$110.0K2026-10-05
Carson Advisory Inc.
DECREASED6,2896,894-605-9%$933.5K$797.0K-$136.5K2026-11-06
Wakefield Asset Management Lllp
UNCHANGED6,2786,27800%$850.0K$795.5K-$54.5K2026-11-05
Capital Advisors Wealth Management, LLC
DECREASED6,2776,329-52-1%$856.9K$795.5K-$61.5K2026-10-09
Fire Capital Management LLC
NEW6,270—+6,270——$794.5K—2026-10-27
Gould Asset Management LLC
DECREASED6,2706,350-80-1%$859.8K$794.5K-$65.3K2026-11-06
Pinion Investment Advisors, LLC
DECREASED6,2686,285-170%$851.0K$794.3K-$56.7K2026-11-04
Colton Groome Financial Advisors, LLC
INCREASED6,2326,197+35+1%$839.1K$789.7K-$49.4K2026-10-06
Ellis Investment Partners, LLC
DECREASED6,2316,320-89-1%$855.8K$789.7K-$66.1K2026-10-21
Florida Financial Advisors, LLC
INCREASED6,2245,556+668+12%$752.4K$788.7K+$36.3K2026-11-09
Norris Perne & French LLP
DECREASED6,1506,459-309-5%$874.5K$779.3K-$95.2K2026-10-23
Knights of Columbus Asset Advisors LLC
DECREASED6,14937,957-31,808-84%$5.1M$779.2K-$4.4M2026-11-05
Loudon Investment Management, LLC
DECREASED6,1496,185-36-1%$837.4K$779.2K-$58.2K2026-11-06
Zullo Investment Group, Inc.
DECREASED6,1266,163-37-1%$834.5K$776.3K-$58.2K2026-10-20
Bourne Lent Asset Management Inc
UNCHANGED6,1156,11500%$828.0K$774.9K-$53.1K2026-11-05
Valley Brook Capital Group, Inc.
DECREASED6,1076,607-500-8%$894.6K$773.9K-$120.7K2026-10-26
Kestra Investment Management, LLC
INCREASED6,1005,124+976+19%$693.8K$773.0K+$79.2K2026-11-04
Midland Wealth Advisors, LLC
DECREASED6,0996,111-120%$827.4K$772.9K-$54.6K2026-10-26
Fulton Breakefield Broenniman LLC
DECREASED6,0866,231-145-2%$843.7K$771.2K-$72.5K2026-11-03
MQS Management LLC
INCREASED6,0743,731+2,343+63%$505.2K$769.7K+$264.5K2026-11-06
Advisor Resource Council
DECREASED6,0736,948-875-13%$990.4K$763.1K-$227.3K2026-11-05
Walsh & Associates, LLC
INCREASED6,0695,993+76+1%$811.5K$769.1K-$42.4K2026-11-09
Sawgrass Asset Management LLC
DECREASED6,0626,123-61-1%$829.1K$768.2K-$60.9K2026-11-03
Copeland Capital Management, LLC
NEW6,040—+6,040——$765.4K—2026-10-13
CRA Financial Services, LLC
INCREASED6,0185,752+266+5%$778.8K$762.7K-$16.2K2026-10-16
Weaver Capital Management LLC
DECREASED5,9776,948-971-14%$1.1M$757.4K-$321.5K2026-10-15
WealthCare Asset Management, LLC
DECREASED5,9747,688-1,714-22%$1.0M$757.0K-$284.1K2026-10-26
Retirement Planning Co of New England, Inc.
DECREASED5,9665,999-33-1%$812.3K$756.0K-$56.3K2026-10-15
MeadowBrook Investment Advisors LLC
UNCHANGED5,9515,95100%$805.8K$826.2K+$20.4K2026-10-29
Richwood Investment Advisors, LLC
DECREASED5,9435,999-56-1%$812.3K$753.1K-$59.2K2026-10-30
Wolff Financial Management LLC
INCREASED5,9375,934+3+0%$803.5K$752.3K-$51.2K2026-10-23
Pinnacle West Asset Management, Inc.
INCREASED5,9305,870+60+1%$795.0K$751-$794.2K2026-11-09
Bank of New Hampshire
DECREASED5,9226,306-384-6%$853.8K$750.4K-$103.4K2026-10-06
Virtue Asset Management LLC
DECREASED5,8885,920-32-1%$801.6K$746.1K-$55.5K2026-10-21
Banque de Luxembourg S.A.
INCREASED5,8712,263+3,608+159%$306.4K$744.0K+$437.6K2026-10-14
Graves Light Lenhart Wealth, Inc.
DECREASED5,8376,636-799-12%$898.5K$739.7K-$158.8K2026-10-09
Quilter Plc
DECREASED5,8376,015-178-3%$814.4K$739.7K-$74.8K2026-10-21
Riverbend Wealth Management, LLC
INCREASED5,8315,207+624+12%$705.1K$738.9K+$33.8K2026-10-15
Congress Park Capital LLC
INCREASED5,8005,350+450+8%$724.4K$735.0K+$10.6K2026-10-13
Versant Capital Management, Inc
DECREASED5,7996,541-742-11%$885.7K$734.8K-$150.8K2026-10-02
Old Port Advisors
DECREASED5,7936,029-236-4%$816.4K$734.1K-$82.2K2026-10-23
Mendel Money Management
DECREASED5,7826,207-425-7%$840.4K$732.7K-$107.7K2026-11-02
Triad Wealth Partners, LLC
DECREASED5,7786,533-755-12%$912.2K$732.2K-$180.0K2026-10-26
Hilton Head Capital Partners, LLC
INCREASED5,7612,367+3,394+143%$320.4K$730.1K+$409.6K2026-10-23
Bernicke Wealth Management, Ltd.
INCREASED5,7525,701+51+1%$771.9K$728.8K-$43.1K2026-11-06
WealthTrust Asset Management, LLC
DECREASED5,7366,197-461-7%$839.1K$726.9K-$112.3K2026-10-22
Fiduciary Family Office, LLC
INCREASED5,6915,182+509+10%$701.7K$721.1K+$19.4K2026-11-04
apricus wealth, LLC
INCREASED5,6845,084+600+12%$688.4K$720.3K+$31.9K2026-10-26
Prudent Man Advisors, LLC
DECREASED5,6805,871-191-3%$794.9K$719.8K-$75.2K2026-11-03
Burling Wealth Partners, LLC
DECREASED5,6536,428-775-12%$870.4K$716.3K-$154.0K2026-11-09
J. R. Prunier Capital Management LLC
UNCHANGED5,6505,65000%$765.0K$716.0K-$49.0K2026-11-09
McElhenny Sheffield Capital Management, LLC
DECREASED5,6436,152-509-8%$833.0K$715.1K-$117.9K2026-11-06
Verus Capital Partners, LLC
DECREASED5,6406,427-787-12%$870.2K$714.7K-$155.6K2026-11-03
Union Savings Bank
DECREASED5,6386,603-965-15%$894.0K$714.4K-$179.6K2026-10-14
Opinicus Capital, Inc.
DECREASED5,5915,614-230%$760.1K$708.5K-$51.7K2026-10-28
Marathon Capital Management
DECREASED5,5635,748-185-3%$778.3K$704.9K-$73.3K2026-10-23
Indiana Trust & Investment Management Co
DECREASED5,5525,640-88-2%$763.7K$703.5K-$60.1K2026-10-22
Compton Wealth Advisory Group, LLC
DECREASED5,5139,563-4,050-42%$1.3M$692.5K-$657.5K2026-10-13
Legacy Financial Advisors, Inc.
DECREASED5,5097,781-2,272-29%$1.1M$698.1K-$355.4K2026-11-09
Promethium Advisors,llc
DECREASED5,5005,950-450-8%$805.6K$697.0K-$108.7K2026-10-19
Magnolia Capital Management LTD
DECREASED5,5005,512-120%$746$697-$492026-10-09
Keudell ison Wealth Management
INCREASED5,4984,479+1,019+23%$606.5K$696.7K+$90.3K2026-10-16
1620 Investment Advisors, Inc.
INCREASED5,4825,297+185+3%$717.2K$694.7K-$22.5K2026-11-04
Regatta Capital Group, LLC
DECREASED5,4525,839-387-7%$790.6K$690.8K-$99.8K2026-10-23
Foster Group, Inc.
DECREASED5,4415,814-373-6%$787.2K$689.5K-$97.7K2026-10-13
Processus Wealth & Capital Management, LLC
INCREASED5,4235,422+1+0%$734.2K$687.2K-$47.0K2026-10-16
Asio Capital, LLC
DECREASED5,4035,841-438-7%$790.9K$684.7K-$106.2K2026-10-19
Base Wealth Management LLC
INCREASED5,4015,161+240+5%$698.8K$684.4K-$14.4K2026-10-21
Exchange Bank
INCREASED5,3994,778+621+13%$646.9K$684.2K+$37.2K2026-10-07
Roof Eidam Maycock Peralta, LLC
INCREASED5,3855,263+122+2%$712.6K$682.4K-$30.2K2026-10-15
Obermeyer Wealth Partners
DECREASED5,3585,553-195-4%$751.9K$679.0K-$72.9K2026-10-21
Asset Advisory Group, Inc.
DECREASED5,3435,534-191-3%$749.3K$677.1K-$72.2K2026-10-20
Bingham Private Wealth, LLC
INCREASED5,3175,165+152+3%$699.8K$673.8K-$26.0K2026-11-05
Provenance Wealth Advisors, LLC
INCREASED5,315440+4,875+1108%$59.6K$673.5K+$613.9K2026-10-30
Cache Advisors, LLC
INCREASED5,3104,341+969+22%$587.8K$672.9K+$85.1K2026-10-16
Quad-Cities Investment Group, LLC
DECREASED5,3105,714-404-7%$773.7K$672.9K-$100.9K2026-10-16
First Bancorp, Inc
INCREASED5,3085,286+22+0%$715.7K$672.6K-$43.1K2026-10-26
Winnacle Wealth LLC
DECREASED5,2915,957-666-11%$806.6K$670.5K-$136.2K2026-10-15
Core Wealth Partners LLC
INCREASED5,2875,001+286+6%$677.1K$670.0K-$7.2K2026-11-02
Bridgewealth Advisory Group, LLC
INCREASED5,2775,025+252+5%$680.3K$668.7K-$11.6K2026-11-09
Old North State Wealth Management, LLC
INCREASED5,2764,735+541+11%$642.2K$669.6K+$27.3K2026-10-22
Cornell Pochily Investment Advisors, Inc.
INCREASED5,2735,270+3+0%$713.5K$668.2K-$45.3K2026-10-19
BIP Wealth, LLC
DECREASED5,2695,411-142-3%$732.6K$667.6K-$65.0K2026-10-22
Mountain Pacific Investment Advisers LLC
INCREASED5,2505,108+142+3%$691.6K$665.3K-$26.3K2026-10-29
Quadcap Wealth Management, LLC
DECREASED5,2475,283-36-1%$715.4K$664.9K-$50.5K2026-11-02
Boltwood Capital Management
DECREASED5,2405,251-110%$711.0K$664.0K-$47.0K2026-10-02
MN Wealth Advisors, LLC
DECREASED5,2255,923-698-12%$802.1K$662.2K-$139.9K2026-10-23
Patriot Investment Management Group, Inc.
UNCHANGED5,1615,16100%$698.8K$654.0K-$44.8K2026-10-15
Quintet Private Bank (Europe) S.A.
INCREASED5,1434,713+430+9%$638.1K$651.7K+$13.6K2026-10-08
Caliber Wealth Management, LLC / KS
INCREASED5,1423,989+1,153+29%$540.1K$651.6K+$111.5K2026-11-04
Eubel Brady & Suttman Asset Management Inc
UNCHANGED5,1375,13700%$696.0K$651-$695.3K2026-11-04
Paragon Private Wealth Management, LLC
DECREASED5,1225,515-393-7%$746.7K$649.1K-$97.7K2026-10-20
SYM Financial Corp
DECREASED5,1066,909-1,803-26%$935.5K$647.1K-$288.5K2026-10-26
Cambridge Financial Group, LLC
UNCHANGED5,1025,10200%$690.9K$690.9K$02026-10-06
Sanders Morris Harris LLC
NEW5,100—+5,100——$649.3K—2026-10-14
Lantz Financial LLC
INCREASED5,0804,814+266+6%$651.8K$643.8K-$8.0K2026-10-15
Ignite Planners, LLC
INCREASED5,0714,733+338+7%$641.3K$1.3M+$662.6K2026-10-14
Armstrong, Fleming & Moore, Inc
UNCHANGED5,0645,06400%$685.6K$641.7K-$44.0K2026-10-28
Integral Investment Advisors, Inc.
DECREASED5,0495,097-48-1%$690.1K$639.8K-$50.3K2026-11-03
Vann Equity Management LLC
DECREASED5,0125,443-431-8%$737.0K$635.1K-$101.8K2026-10-08
Dagco, Inc.
DECREASED4,9955,320-325-6%$720.3K$633.0K-$87.4K2026-10-20
Roman Butler Fullerton & Co
INCREASED4,9924,865+127+3%$673.7K$666.8K-$6.9K2026-10-27
Gradient Investments LLC
INCREASED4,9772,940+2,037+69%$398.0K$630.7K+$232.7K2026-10-08
XXI Wealth, LLC
INCREASED4,9744,581+393+9%$620.4K$630.4K+$10.0K2026-10-22
Generali Investments, Management Co LLC
INCREASED4,9614,689+272+6%$634.9K$628.7K-$6.2K2026-10-19
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED4,9594,806+153+3%$650.7K$628.5K-$22.2K2026-10-14
Orrstown Financial Services Inc
DECREASED4,9385,174-236-5%$700.6K$625.7K-$74.8K2026-10-14
Silverlake Wealth Management LLC
INCREASED4,9333,738+1,195+32%$506.1K$625.1K+$119.0K2026-10-21
First Command Advisory Services, Inc.
INCREASED4,9224,881+41+1%$660.9K$623.7K-$37.2K2026-11-05
Acima Private Wealth, LLC
DECREASED4,9215,206-285-5%$704.9K$623.6K-$81.3K2026-10-05
Lester Murray Antman dba SimplyRich
DECREASED4,9186,285-1,367-22%$694.4K$623.2K-$71.2K2026-11-06
Great Diamond Partners, LLC
DECREASED4,9185,224-306-6%$707.3K$623.2K-$84.1K2026-10-13
Dorato Capital Management
DECREASED4,9065,639-733-13%$774.7K$607.0K-$167.7K2026-10-08
Hopwood Financial Services, Inc.
INCREASED4,8694,801+68+1%$650.1K$617.0K-$33.0K2026-10-29
Oarsman Capital, Inc.
DECREASED4,85213,538-8,686-64%$1.8M$614.8K-$1.2M2026-11-05
Oslo Pensjonsforsikring AS
UNCHANGED4,8324,83200%$654.3K$612.3K-$41.9K2026-10-15
Castle Rock Wealth Management, LLC
DECREASED4,8296,316-1,487-24%$891.5K$607.0K-$284.5K2026-10-09
Asahi Life Asset Management Co., Ltd.
INCREASED4,8222,258+2,564+114%$305.7K$611.0K+$305.3K2026-11-06
General Partner, Inc.
DECREASED4,8185,568-750-13%$753.9K$610.5K-$143.4K2026-10-05
Trellis Wealth Advisors LLC
DECREASED4,8174,820-30%$652.6K$610.4K-$42.2K2026-10-19
Virtue Capital Management, LLC
INCREASED4,8062,935+1,871+64%$397.4K$609.1K+$211.7K2026-10-29
LeConte Wealth Management, LLC
DECREASED4,7975,098-301-6%$690.3K$607.9K-$82.4K2026-10-20
Murphy, Middleton, Hinkle & Parker, Inc.
DECREASED4,7854,821-36-1%$652.7K$606.4K-$46.3K2026-10-15
Balentine LLC
DECREASED4,7795,163-384-7%$699.1K$605.5K-$93.5K2026-11-03
Curat Global, LLC
DECREASED4,77710,097-5,320-53%$734.9K$605.3K-$129.6K2026-10-26
Princeton Global Asset Management LLC
DECREASED4,7755,976-1,201-20%$809.1K$605.0K-$204.1K2026-10-21
Alliance Wealth Advisors, LLC
DECREASED4,7494,886-137-3%$661.5K$601.9K-$59.6K2026-10-28
AMI Investment Management Inc
INCREASED4,7394,376+363+8%$592.5K$600.5K+$8.0K2026-10-27
Grandview Asset Management LLC
DECREASED4,7355,486-751-14%$742.7K$600.1K-$142.6K2026-10-19
D.B. Root & Company, LLC
INCREASED4,7324,466+266+6%$604.7K$599.6K-$5.1K2026-11-04
Falcon Wealth Planning
INCREASED4,7314,443+288+6%$601.5K$599.5K-$2.0K2026-11-06
ZWJ Investment Counsel Inc
DECREASED4,7267,235-2,509-35%$979.6K$598.9K-$380.7K2026-10-15
Trust Co
DECREASED4,7254,797-72-1%$649.5K$598.7K-$50.8K2026-10-09
Alliance Wealth Advisors, LLC
DECREASED4,7174,737-200%$641.4K$597.7K-$43.7K2026-10-14
Cornerstone Advisory, LLC
DECREASED4,6925,129-437-9%$694.4K$594.6K-$99.8K2026-11-06
Adamsbrown Wealth Consultants LLC
DECREASED4,6924,842-150-3%$655.5K$594.6K-$61.0K2026-10-20
Allegheny Financial Group
INCREASED4,6774,579+98+2%$620.1K$592.7K-$27.3K2026-11-05
Archford Capital Strategies, LLC
INCREASED4,6724,006+666+17%$542.4K$592.1K+$49.7K2026-10-19
Forum Financial Management, LP
DECREASED4,6705,653-983-17%$765.4K$591.8K-$173.6K2026-10-16
WealthPLAN Partners, LLC
DECREASED4,6596,297-1,638-26%$852.6K$590.4K-$262.2K2026-10-15
Trueblood Wealth Management, LLC
INCREASED4,6534,489+164+4%$607.8K$589.7K-$18.1K2026-10-23
RM Financial Services, LLC
DECREASED4,6474,715-68-1%$638.4K$588.9K-$49.5K2026-11-03
Uptick Partners, LLC
DECREASED4,6424,693-51-1%$635.5K$588.2K-$47.3K2026-11-04
Impact Partnership Wealth, LLC
DECREASED4,6378,797-4,160-47%$1.2M$587.7K-$603.5K2026-11-09
Rossby Financial, LCC
INCREASED4,6362,260+2,376+105%$306.0K$587.5K+$281.6K2026-11-05
Centennial Bank
DECREASED4,6294,779-150-3%$647.1K$586.6K-$60.5K2026-11-09
Prentiss Smith & Co Inc
UNCHANGED4,6254,62500%$626.2K$586.1K-$40.1K2026-10-27
SeaCrest Wealth Management, LLC
DECREASED4,61615,295-10,679-70%$2.1M$584.9K-$1.5M2026-10-21
American Capital Advisory, LLC
DECREASED4,6034,619-160%$625.4K$583.3K-$42.1K2026-10-28
KPP Advisory Services LLC
DECREASED4,6015,470-869-16%$740.7K$583.1K-$157.6K2026-10-26
Huntleigh Advisors, Inc.
INCREASED4,5774,539+38+1%$614.6K$579.9K-$34.6K2026-11-03
Quantum Financial Advisors, LLC
DECREASED4,5754,613-38-1%$624.6K$579.8K-$44.9K2026-11-03
Kelleher Financial Advisors
DECREASED4,5725,934-1,362-23%$803.5K$579.4K-$224.1K2026-10-30
Chickasaw Capital Management LLC
DECREASED4,5684,968-400-8%$673$578.9K+$578.2K2026-10-08
Summit Financial Wealth Advisors, LLC
DECREASED4,5644,602-38-1%$623.1K$578.4K-$44.8K2026-10-15
Dominguez Wealth Management Solutions, Inc.
DECREASED4,5504,723-173-4%$639.5K$576.5K-$63.0K2026-10-07
Register Financial Advisors LLC
INCREASED4,5393,746+793+21%$507.1K$575.2K+$68.1K2026-10-23
Certuity, LLC
DECREASED4,5244,779-255-5%$647.1K$573.2K-$73.9K2026-11-02
Picton Mahoney Asset Management
NEW4,522—+4,522——$573.0K—2026-11-09
Global X Japan Co., Ltd.
INCREASED4,5133,809+704+18%$515.7K$571.9K+$56.1K2026-10-21
One Wealth Capital Management, LLC
NEW4,511—+4,511——$571.6K—2026-10-23
Nordwand Advisors, LLC
DECREASED4,5044,923-419-9%$666.6K$570.7K-$95.8K2026-11-05
OmniStar Financial Group, Inc.
DECREASED4,5025,186-684-13%$702.2K$570.5K-$131.7K2026-10-26
Guardian Wealth Advisors, LLC
DECREASED4,4914,864-373-8%$658.5K$599.6K-$59.0K2026-10-30
Hoey Investments, Inc
DECREASED4,4834,515-32-1%$611.3K$568.1K-$43.2K2026-10-29
Silvia Mccoll Wealth Management, LLC
UNCHANGED4,4774,47700%$606.2K$567.3K-$38.9K2026-10-07
PVG Asset Management Corp
INCREASED4,4694,142+327+8%$560.8K$566.3K+$5.5K2026-10-19
Blue Zone Wealth Advisors, LLC
UNCHANGED4,4614,46100%$604.0K$565.3K-$38.7K2026-10-19
Curated Wealth Partners LLC
INCREASED4,4401,694+2,746+162%$229.4K$562.6K+$333.3K2026-10-15
TAGStone Capital, Inc.
DECREASED4,4334,522-89-2%$612.3K$561.7K-$50.6K2026-11-09
Washington Trust Bank
INCREASED4,4324,303+129+3%$582.6K$561.6K-$21.0K2026-11-03
Tarbox Family Office, Inc.
UNCHANGED4,4284,42800%$599.6K$561.1K-$38.4K2026-10-23
Weatherly Asset Management L. P.
INCREASED4,4274,224+203+5%$572.0K$561.0K-$11.0K2026-10-20
Philadelphia Trust Co
DECREASED4,4234,623-200-4%$626.0K$560-$625.4K2026-11-05
Avior Wealth Management, LLC
DECREASED4,4215,717-1,296-23%$774.1K$560.2K-$213.9K2026-10-13
Cottonwood Capital Advisors, LLC
UNCHANGED4,4114,41100%$597.2K$558.9K-$38.3K2026-10-20
Integris Wealth Management, LLC
DECREASED4,4064,506-100-2%$610.1K$558.3K-$51.8K2026-10-14
Precedent Wealth Partners, LLC
INCREASED4,3853,304+1,081+33%$447.4K$555.7K+$108.3K2026-10-21
Capital Investment Counsel, Inc
INCREASED4,3812,340+2,041+87%$316.8K$555.2K+$238.3K2026-10-20
Prota Financial, LLC
INCREASED4,3724,314+58+1%$609.0K$549.1K-$59.8K2026-10-08
Optas, LLC
DECREASED4,3694,967-598-12%$672.5K$553.6K-$118.9K2026-11-09
Winebrenner Capital Management LLC
INCREASED4,3654,291+74+2%$581.0K$553.1K-$27.9K2026-10-07
Heartwood Wealth Advisors LLC
DECREASED4,3634,710-347-7%$637.7K$552.9K-$84.9K2026-10-05
Relyea Zuckerberg Hanson LLC
DECREASED4,3566,184-1,828-30%$837.3K$551.9K-$285.4K2026-10-20
St. Louis Trust Co
UNCHANGED4,3514,35100%$4.3M$551.4K-$3.7M2026-11-03
Eagle Harbor Asset Management Inc
DECREASED4,3334,446-113-3%$602.0K$549.1K-$52.9K2026-10-21
Signature Wealth Management Partners, LLC
DECREASED4,3294,359-30-1%$590.2K$548.6K-$41.6K2026-10-21
Sovran Advisors, LLC
INCREASED4,3273,792+535+14%$541.7K$578.9K+$37.1K2026-11-02
Black Diamond Financial, LLC
DECREASED4,3214,334-130%$586.8K$547.6K-$39.2K2026-10-26
Prentice Wealth Management LLC
DECREASED4,3174,591-274-6%$621.6K$547.1K-$74.6K2026-10-20
Clearstead Trust, LLC
DECREASED4,3144,325-110%$585.7K$546.6K-$39.0K2026-11-06
Fragasso Financial Advisors Inc
DECREASED4,3046,412-2,108-33%$868.2K$542.2K-$326.0K2026-10-13
Signature Estate & Investment Advisors LLC
INCREASED4,3033,964+339+9%$537.1K$545.3K+$8.1K2026-10-13
Fiduciary Financial Group, LLC
INCREASED4,3004,201+99+2%$568.8K$544.9K-$23.9K2026-10-13
Perennial Advisors, LLC
INCREASED4,2814,278+3+0%$579.2K$542.5K-$36.7K2026-10-13
Abel Hall, LLC
DECREASED4,2764,845-569-12%$656.0K$541.9K-$114.2K2026-10-19
Councilmark Asset Management, LLC
UNCHANGED4,2744,27400%$578.7K$541.6K-$37.1K2026-10-20
Traphagen Investment Advisors LLC
DECREASED4,2615,209-948-18%$705.3K$540.0K-$165.3K2026-10-14
Cahaba Wealth Management, Inc.
INCREASED4,2524,169+83+2%$564.5K$538.8K-$25.7K2026-10-26
Wedgewood Investors Inc
INCREASED4,2474,197+50+1%$568.3K$538.2K-$30.1K2026-10-28
Howard Capital Management Group, LLC
DECREASED4,2414,391-150-3%$594.6K$537.5K-$57.1K2026-10-16
Tannin Capital LLC
DECREASED4,2405,222-982-19%$707.1K$537.3K-$169.8K2026-11-05
Cohen Investment Advisors LLC
INCREASED4,2064,025+181+5%$545.0K$533.0K-$12.0K2026-10-20
WealthBridge Capital Management, LLC
INCREASED4,2044,192+12+0%$567.6K$532.7K-$34.9K2026-10-16
HCR Wealth Advisors
INCREASED4,2024,048+154+4%$548.2K$532.5K-$15.6K2026-10-15
TSG Advice Partners, LLC
NEW4,193—+4,193——$567.7K—2026-10-29
Hollow Brook Wealth Management LLC
UNCHANGED4,1874,18700%$566.9K$530.6K-$36.3K2026-10-29
Clarus Group, Inc.
DECREASED4,1814,189-80%$567.3K$529.8K-$37.4K2026-10-21
Wealth Dimensions Group, Ltd.
DECREASED4,1804,402-222-5%$596.0K$529.7K-$66.3K2026-11-02
Baker Tilly Wealth Management, LLC
INCREASED4,1752,914+1,261+43%$394.5K$529.0K+$134.5K2026-10-05
Forza Wealth Management, LLC
UNCHANGED4,1754,17500%$565.3K$529.1K-$36.2K2026-10-20
Windsor Capital Management, LLC
DECREASED4,1694,614-445-10%$624.8K$528.3K-$96.5K2026-10-13
Pines Wealth Management, LLC
INCREASED4,1693,785+384+10%$512.5K$528.3K+$15.8K2026-10-21
Edgemoor Investment Advisors, Inc.
DECREASED4,1684,173-50%$565.0K$528.2K-$36.9K2026-11-03
First Heartland Consultants, Inc.
DECREASED4,1544,240-86-2%$574.2K$526.4K-$47.7K2026-10-08
Avantra Family Wealth, Inc.
INCREASED4,1293,930+199+5%$532.2K$523.2K-$9.0K2026-10-20
Income Insurance Ltd
UNCHANGED4,1104,11000%$556.5K$520.8K-$35.7K2026-10-21
Swiss RE LTD
INCREASED4,1082,500+1,608+64%$338.5K$520.6K+$182.1K2026-11-06
Revisor Wealth Management LLC
INCREASED4,1013,963+138+3%$536.6K$535.3K-$1.4K2026-10-20
Lynx Capital Group LTD
UNCHANGED4,1004,10000%$555.1K$519.6K-$35.6K2026-11-04
W.H. Cornerstone Investments Inc.
DECREASED4,0944,150-56-1%$561.9K$518.8K-$43.2K2026-11-03
Asset One Wealth Management LLC
INCREASED4,0882,072+2,016+97%$280.6K$518.0K+$237.4K2026-11-02
Institute for Wealth Management, Llc.
INCREASED4,0844,054+30+1%$548.8K$517.5K-$31.4K2026-11-06
Cardiff Park Advisors, LLC
INCREASED4,0764,071+5+0%$551.1K$516.6K-$34.6K2026-11-09
Stonebridge Financial Group, LLC
DECREASED4,0744,077-30%$552.0K$516.2K-$35.8K2026-10-01
New England Research & Management, Inc.
DECREASED4,0684,243-175-4%$574.5K$515.5K-$59.0K2026-10-16
Canton Hathaway, LLC
UNCHANGED4,0614,06100%$549.9K$514.6K-$35.2K2026-10-23
Insight 2811, Inc.
INCREASED4,0453,533+512+14%$478.4K$512.6K+$34.2K2026-11-06
Sterling Investment Counsel, LLC
DECREASED4,0434,178-135-3%$565.7K$512.3K-$53.4K2026-10-19
Aspire Private Capital, LLC
INCREASED4,0343,256+778+24%$440.8K$511.2K+$70.4K2026-11-05
Successful Portfolios LLC
DECREASED4,0344,104-70-2%$564.3K$507.0K-$57.3K2026-10-09
Unique Wealth Strategies, LLC
UNCHANGED4,0214,02100%$544.5K$544.5K$02026-10-13
Valley National Advisers Inc
INCREASED4,0173,911+106+3%$529.6K$509.0K-$20.6K2026-10-23
Aware Super Pty Ltd as trustee of Aware Super
UNCHANGED4,0014,00100%$541.7K$507.0K-$34.7K2026-10-30
Crumly & Associates Inc.
INCREASED3,9993,432+567+17%$464.7K$506.8K+$42.1K2026-10-07
NWF Advisory Services Inc.
DECREASED3,9984,353-355-8%$589.3K$506.4K-$82.9K2026-10-19
Certified Advisory Corp
INCREASED3,9873,785+202+5%$512.5K$505.2K-$7.3K2026-10-29
Strive Financial Group,LLC
INCREASED3,9702,878+1,092+38%$389.7K$13.9K-$375.8K2026-11-09
Cypress Wealth Services, LLC
DECREASED3,9693,975-60%$538.2K$498.9K-$39.3K2026-10-21
Silver OAK Securities, Incorporated
DECREASED3,9683,982-140%$539.2K$560.8K+$21.6K2026-11-09
Trust Co of Kansas
INCREASED3,9673,951+16+0%$535.0K$503-$534.5K2026-11-06
Hardy Reed LLC
INCREASED3,9663,858+108+3%$522.4K$502.6K-$19.8K2026-11-06
Auxano Advisors, LLC
DECREASED3,9584,357-399-9%$589.9K$501.6K-$88.4K2026-11-06
Jnba Financial Advisors
INCREASED3,9573,848+109+3%$521.0K$501.4K-$19.6K2026-11-03
IVC Wealth Advisors LLC
DECREASED3,9544,842-888-18%$655.6K$501.1K-$154.6K2026-10-23
Plan A Wealth LLC
DECREASED3,9444,005-61-2%$542.3K$499.8K-$42.5K2026-10-08
Camelot Portfolios, LLC
NEW3,935—+3,935——$498.6K—2026-11-09
Cresta Advisors, Ltd.
UNCHANGED3,9333,93300%$532.5K$498.4K-$34.1K2026-10-14
Summit Securities Group LLC
NEW3,930—+3,930——$498.0K—2026-11-05
Rakuten Securities, Inc.
INCREASED3,9302,392+1,538+64%$323.9K$498.0K+$174.1K2026-11-02
First Interstate Bank
DECREASED3,9204,029-109-3%$545.5K$496.7K-$48.8K2026-10-23
Reik & Co., LLC
UNCHANGED3,9203,92000%$530.8K$496.7K-$34.0K2026-10-27
Code Waechter LLC
INCREASED3,9173,690+227+6%$499.6K$496.4K-$3.2K2026-10-23
Herold Advisors, Inc.
INCREASED3,9103,160+750+24%$429.0K$495.5K+$66.5K2026-10-19
Armstrong Advisory Group, Inc
DECREASED3,9104,227-317-7%$572.4K$495.4K-$76.9K2026-10-09
Golden State Wealth Management, LLC
INCREASED3,8793,842+37+1%$520.3K$491.6K-$28.7K2026-11-02
Tortoise Investment Management, LLC
DECREASED3,8763,885-90%$526.1K$491.2K-$34.9K2026-11-06
Wedge Capital Management L L P
INCREASED3,8753,350+525+16%$453.6K$491.0K+$37.5K2026-10-13
RIA Advisory Group LLC
DECREASED3,8745,722-1,848-32%$774.7K$491.0K-$283.8K2026-10-15
Etesian Wealth Advisors, Inc.
INCREASED3,8633,825+38+1%$517.9K$489.5K-$28.4K2026-10-27
Arcataur Capital Management LLC
UNCHANGED3,8623,86200%$522.9K$489.4K-$33.5K2026-10-21
Fairvoy Private Wealth, LLC
INCREASED3,8393,812+27+1%$516.1K$486.5K-$29.7K2026-10-19
Eagle Wealth Advisors LLC
INCREASED3,8263,734+92+2%$505.6K$484.8K-$20.8K2026-10-20
Maseco LLP
INCREASED3,8233,792+31+1%$513.5K$484.5K-$29.0K2026-10-27
October Effect Ltd
UNCHANGED3,8123,81200%$516.1K$483.1K-$33.1K2026-10-20
Arch Global Advisors, LLC
INCREASED3,8103,089+721+23%$418.3K$482.8K+$64.6K2026-10-23
Hardin Capital Partners, LLC
INCREASED3,8063,411+395+12%$463.9K$482.3K+$18.4K2026-10-09
Sunburst Financial Group, LLC
DECREASED3,7784,051-273-7%$548.6K$478.7K-$69.9K2026-10-09
Sage Investment Advisers LLC
INCREASED3,7683,105+663+21%$420.4K$477.4K+$57.1K2026-10-21
Community Trust & Investment Co
DECREASED3,7684,071-303-7%$551.2K$477.5K-$73.7K2026-10-15
Cooper Financial Group
DECREASED3,7614,889-1,128-23%$661.9K$476.6K-$185.3K2026-10-07
First Business Financial Services, Inc.
DECREASED3,7363,836-100-3%$519.4K$473.4K-$46.0K2026-10-29
Silver Lake Advisory, LLC
DECREASED3,7354,286-551-13%$580.3K$473.3K-$107.0K2026-10-22
Salomon & Ludwin, LLC
DECREASED3,7293,919-190-5%$553.2K$472.5K-$80.7K2026-10-29
Chilton Capital Management LLC
INCREASED3,7223,252+470+14%$440.3K$471.7K+$31.3K2026-10-28
Brown Miller Wealth Management, LLC
DECREASED3,7174,502-785-17%$609.6K$471.0K-$138.6K2026-11-02
Renasant Bank
INCREASED3,7123,572+140+4%$483.6K$470.4K-$13.3K2026-11-05
Northwest Wealth Management, LLC
DECREASED3,7074,631-924-20%$627.0K$469.8K-$157.2K2026-10-30
StoneRidge PMG Advisors, LLC
NEW3,699—+3,699——$469—2026-11-04
Bond & Devick Financial Network, Inc.
INCREASED3,6993,339+360+11%$452.1K$468.7K+$16.6K2026-10-23
Anchyra Partners LLC
DECREASED3,6974,112-415-10%$556.8K$468.5K-$88.3K2026-10-13
Uncommon Cents Investing Inc
INCREASED3,6723,330+342+10%$450.9K$465.3K+$14.4K2026-10-20
Marin Bay Wealth Advisors, LLC
INCREASED3,6683,641+27+1%$493.0K$464.8K-$28.2K2026-10-28
Investment Partners Asset Management, Inc.
INCREASED3,6643,512+152+4%$475.5K$464.3K-$11.2K2026-10-09
Aurora Investment Managers, Llc.
DECREASED3,6633,673-100%$497$464-$332026-10-15
Partners Wealth Management, LLC
INCREASED3,6602,000+1,660+83%$270.8K$463.8K+$193.0K2026-10-28
CFM Wealth Partners LLC
INCREASED3,6593,083+576+19%$417.4K$463.7K+$46.2K2026-11-05
Thrive Wealth Management, LLC
DECREASED3,6563,858-202-5%$522.3K$463.3K-$59.0K2026-10-13
Advisory Advocates, LLC
DECREASED3,6504,396-746-17%$595.2K$462.6K-$132.7K2026-11-05
Three Bridge Wealth Advisors, LLC
INCREASED3,6503,470+180+5%$469.8K$462.5K-$7.3K2026-11-05
Montchanin Asset Management, LLC
UNCHANGED3,6503,65000%$494.0K$463-$493.5K2026-11-02
Affinity Capital Advisors, LLC
INCREASED3,6491,897+1,752+92%$271.8K$459.7K+$187.8K2026-10-13
Global Assets Advisory, LLC
INCREASED3,6423,573+69+2%$503.0K$456.2K-$46.8K2026-10-28
Breakwater Capital Group
DECREASED3,6393,960-321-8%$536.2K$461.1K-$75.1K2026-10-09
Griffith & Werner, Inc.
INCREASED3,6393,633+6+0%$492.0K$461.1K-$30.9K2026-11-04
Jm2 Capital Inc.
INCREASED3,6253,579+46+1%$484.6K$459.3K-$25.3K2026-10-14
FinDec Wealth Services, Inc.
UNCHANGED3,6083,60800%$488.5K$457.2K-$31.3K2026-10-30
Old Mission Investment Co LLC
DECREASED3,6003,641-41-1%$493.0K$456.2K-$36.8K2026-10-22
Meriwether Wealth & Planning, LLC
INCREASED3,5772,496+1,081+43%$338.0K$453.3K+$115.3K2026-10-13
Lesa Sroufe & Co
UNCHANGED3,5723,57200%$484.0K$453-$483.5K2026-10-29
Financial Solutions Advisory Group, Inc.
DECREASED3,5623,598-36-1%$496.0K$468.4K-$27.7K2026-10-28
Embree Financial Group
DECREASED3,5594,558-999-22%$617.2K$451.0K-$166.2K2026-10-22
Facet Wealth, Inc.
DECREASED3,5533,967-414-10%$537.1K$450.2K-$86.9K2026-11-04
Capital Advisors, Ltd. LLC
DECREASED3,5463,857-311-8%$522$449-$732026-10-27
Bayban
UNCHANGED3,5383,53800%$479.0K$479.0K$02026-11-05
Hoge Financial Services, LLC
DECREASED3,5373,557-20-1%$481.7K$448.3K-$33.4K2026-11-05
Mosley Wealth Management
INCREASED3,5352,883+652+23%$390.4K$453.9K+$63.5K2026-10-16
Commons Capital, LLC
DECREASED3,5313,539-80%$479.2K$447.4K-$31.8K2026-11-05
Shum Financial Group, Inc.
DECREASED3,4933,873-380-10%$524.4K$442.7K-$81.7K2026-10-13
Capital Investment Services of America, Inc.
UNCHANGED3,4863,48600%$472.0K$441.7K-$30.3K2026-11-02
True North Advisors, LLC
DECREASED3,4844,009-525-13%$542.8K$441.5K-$101.3K2026-10-22
Tranquility Partners, LLC
DECREASED3,4713,642-171-5%$493.1K$439.8K-$53.3K2026-10-20
KFG LLC
NEW3,469—+3,469——$439.6K—2026-11-02
Alamar Capital Management, LLC
UNCHANGED3,4633,46300%$468.9K$438.8K-$30.1K2026-11-02
Almanack Investment Partners, Llc.
DECREASED3,4574,035-578-14%$546.3K$438.1K-$108.2K2026-11-03
Lawood & Co
DECREASED3,4473,472-25-1%$470.1K$436.8K-$33.3K2026-10-09
Independent Solutions Wealth Management, LLC
INCREASED3,4462,256+1,190+53%$305.5K$436.7K+$131.2K2026-10-28
Integrity Advisory Solutions, LLC
INCREASED3,4442,329+1,115+48%$315.4K$436.5K+$121.1K2026-10-29
BWM Planning, LLC
DECREASED3,4443,524-80-2%$477.2K$436.5K-$40.7K2026-11-09
Quent Capital, LLC
DECREASED3,4284,162-734-18%$563.5K$484.9K-$78.6K2026-11-09
Personal CFO Solutions, LLC
DECREASED3,4214,293-872-20%$581.2K$433.5K-$147.7K2026-11-06
Goldstein Advisors, LLC
INCREASED3,4203,152+268+9%$426.8K$433.4K+$6.6K2026-10-15
Titleist Asset Management, LLC
INCREASED3,4193,190+229+7%$431.9K$433.2K+$1.3K2026-10-08
Michael J. Porro & Co. Financial Advisors, Inc.
DECREASED3,4143,754-340-9%$508.3K$432.6K-$75.7K2026-10-16
Farmers & Merchants Trust Co of Long Beach
DECREASED3,4103,527-117-3%$477.6K$432.1K-$45.4K2026-10-22
Elser Financial Planning, Inc
INCREASED3,4063,380+26+1%$457.7K$431.6K-$26.0K2026-10-16
Capstone Wealth Management Group, Inc.
INCREASED3,4033,323+80+2%$450.0K$431.3K-$18.7K2026-10-19
Souders Financial Advisors
DECREASED3,4023,578-176-5%$484.5K$431.1K-$53.3K2026-11-03
Michael Brady & Co., LLC
DECREASED3,4013,751-350-9%$507.9K$431.0K-$76.9K2026-10-23
CV Advisors LLC
UNCHANGED3,4003,40000%$460.4K$430.8K-$29.5K2026-10-13
Meridian Investment Counsel Inc.
DECREASED3,3953,505-110-3%$474.6K$430.2K-$44.4K2026-10-14
WestEnd Advisors, LLC
DECREASED3,393219,077-215,684-98%$29.7M$429.9K-$29.2M2026-10-27
Summit Wealth Group LLC / Co
DECREASED3,3893,703-314-8%$501.4K$429.4K-$72.0K2026-10-29
Legacy Edge Advisors, LLC
DECREASED3,3793,517-138-4%$476.2K$428.2K-$48.0K2026-11-06
Arista Wealth Management, LLC
INCREASED3,3753,353+22+1%$454.0K$427.7K-$26.3K2026-10-29
Gilman Hill Asset Management, LLC
DECREASED3,3703,935-565-14%$532.8K$427.0K-$105.8K2026-10-13
StoryOne LLC
NEW3,358—+3,358——$425.5K—2026-10-13
Advisory Solutions Group, LLC
INCREASED3,3552,982+373+13%$403.8K$425.2K+$21.4K2026-10-14
Guardian Investment Management
UNCHANGED3,3503,35000%$453.6K$424.5K-$29.1K2026-10-23
Capital Advantage, Inc.
INCREASED3,3483,286+62+2%$445.0K$424.2K-$20.8K2026-10-14
First Growth Capital LLC
DECREASED3,3463,496-150-4%$473.4K$424.0K-$49.4K2026-10-15
McAdam, LLC
DECREASED3,3363,860-524-14%$522.6K$422.7K-$99.9K2026-10-21
Financial Council, LLC
DECREASED3,3283,371-43-1%$456.4K$421.7K-$34.7K2026-11-02
Security Financial Services, Inc.
DECREASED3,3233,654-331-9%$494.8K$421.1K-$73.7K2026-10-29
Waterfront Wealth Inc.
DECREASED3,3223,402-80-2%$467.4K$446.3K-$21.1K2026-11-03
Laraway Financial Advisors Inc
DECREASED3,3053,554-249-7%$481.2K$418.8K-$62.4K2026-11-09
Vista Investment Partners II, LLC
DECREASED3,3003,449-149-4%$466.9K$418.2K-$48.8K2026-10-15
Flagstone Financial Management
DECREASED3,2973,400-103-3%$460.4K$417.8K-$42.6K2026-11-05
City State Bank
DECREASED3,2953,567-272-8%$483.0K$417.5K-$65.4K2026-10-20
Gen-Wealth Partners Inc
INCREASED3,2943,212+82+3%$435.0K$417.4K-$17.6K2026-11-04
United Community Bank
INCREASED3,2861,972+1,314+67%$267.0K$416.4K+$149.4K2026-10-28
CPC Advisors, LLC
DECREASED3,2793,607-328-9%$488.4K$415.6K-$72.8K2026-10-21
Childress Capital Advisors, LLC
INCREASED3,2772,838+439+15%$384.3K$415.3K+$31.0K2026-10-28
Teza Capital Management LLC
NEW3,274—+3,274——$414.9K—2026-10-23
Avise Financial Cooperative, Inc.
INCREASED3,2673,180+87+3%$430.6K$414.0K-$16.6K2026-11-09
Equity Wealth Partners, LLC
INCREASED3,2643,245+19+1%$439.3K$413.7K-$25.7K2026-10-26
Global Trust Asset Management, LLC
DECREASED3,2613,311-50-2%$448.2K$413.2K-$35.1K2026-10-19
Elevated Capital Advisors, LLC
DECREASED3,2503,690-440-12%$499.6K$411.8K-$87.8K2026-11-04
Central Bank & Trust Co
DECREASED3,2433,461-218-6%$468.6K$411.0K-$57.7K2026-10-09
Family Capital Management, Inc.
DECREASED3,2373,731-494-13%$505.2K$410.2K-$95.0K2026-11-03
Inspirion Wealth Advisors, LLC
INCREASED3,2373,162+75+2%$446.3K$410.2K-$36.2K2026-10-09
Mattern Wealth Management LLC
DECREASED3,2323,244-120%$439.2K$409.5K-$29.7K2026-11-04
Fagan Associates, Inc.
DECREASED3,2213,264-43-1%$441.9K$408.2K-$33.7K2026-10-13
Compass Capital Management, Inc
DECREASED3,2156,435-3,220-50%$751.9K$407.4K-$344.5K2026-11-06
Victory Financial Group, LLC
INCREASED3,2141,877+1,337+71%$254.2K$407.2K+$153.0K2026-10-27
Cranbrook Wealth Management, LLC
INCREASED3,2143,208+6+0%$434.4K$407.3K-$27.1K2026-10-28
FDx Advisors, Inc.
INCREASED3,2103,198+12+0%$433.0K$407-$432.6K2026-11-09
Hickory Point Bank & Trust
DECREASED3,2073,316-109-3%$449.0K$406.4K-$42.6K2026-10-01
CoreCap Advisors, LLC
DECREASED3,2054,121-916-22%$558.0K$406.1K-$151.8K2026-10-08
Founders Capital Management
DECREASED3,1923,484-292-8%$471.7K$404.5K-$67.2K2026-10-13
Rice Partnership, LLC
DECREASED3,1803,975-795-20%$538.2K$403.0K-$135.2K2026-11-09
LMG Wealth Partners, LLC
DECREASED3,17936,709-33,530-91%$5.0M$402.9K-$4.6M2026-11-05
Evansbrook LLC
UNCHANGED3,1793,17900%$430.4K$402.8K-$27.6K2026-10-16
Genesis Private Wealth, LLC
INCREASED3,1742,708+466+17%$366.7K$402.2K+$35.5K2026-11-02
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED3,1623,152+10+0%$427.0K$401-$426.6K2026-10-14
Ascent Wealth Partners, LLC
UNCHANGED3,1613,16100%$428.0K$400.6K-$27.4K2026-10-23
Sigma Investment Counselors Inc
DECREASED3,1583,858-700-18%$522.4K$400.2K-$122.2K2026-10-27
Nadler Financial Group, Inc.
DECREASED3,1533,157-40%$427.5K$399.6K-$27.9K2026-10-23
Innova Wealth Partners
INCREASED3,1513,124+27+1%$423.0K$399.3K-$23.7K2026-10-21
Plan Group Financial, LLC
INCREASED3,1462,534+612+24%$343.1K$421.6K+$78.5K2026-10-22
Argentarii, LLC
DECREASED3,1463,387-241-7%$468.8K$398.7K-$70.1K2026-10-28
Laurel OAK Wealth Management, LLC
INCREASED3,1452,743+402+15%$371.4K$398.5K+$27.1K2026-10-19
Cooper S Advisors, LLC
DECREASED3,1433,293-150-5%$445.9K$398.3K-$47.6K2026-11-03
Chesapeake Wealth Management
DECREASED3,1404,927-1,787-36%$667.1K$397.9K-$269.2K2026-11-09
Smith Thornton Advisors LLC
DECREASED3,1333,141-80%$435.1K$397.0K-$38.0K2026-10-16
Willow Creek Wealth Management Inc.
DECREASED3,1313,132-10%$424.1K$396.8K-$27.3K2026-10-26
Lexington Hill Partners, LLC
INCREASED3,1283,126+2+0%$423.2K$396.3K-$26.9K2026-10-13
Angeles Investment Advisors, LLC
UNCHANGED3,1263,12600%$423.3K$396.1K-$27.1K2026-10-22
Blue Capital, Inc.
INCREASED3,1202,810+310+11%$380.5K$395.4K+$14.9K2026-10-13
Community Financial Services Group, LLC
DECREASED3,1103,319-209-6%$468.5K$390.6K-$77.9K2026-10-15
Miramontes Capital, LLC
INCREASED3,1032,405+698+29%$325.6K$393.2K+$67.6K2026-10-19
Stackstone Wealth, LLC
NEW3,095—+3,095——$392.2K—2026-10-19
Lewis Asset Management, LLC
DECREASED3,0893,564-475-13%$482.6K$391.4K-$91.2K2026-10-14
Mill Capital Management, LLC
DECREASED3,0793,739-660-18%$506.3K$390.2K-$116.1K2026-10-26
Allegiance Financial Group Advisory Services LLC
DECREASED3,0783,164-86-3%$428.4K$390.1K-$38.3K2026-11-02
Great Waters Wealth Management
INCREASED3,0753,040+35+1%$411.7K$389.7K-$22.0K2026-10-07
Marks Group Wealth Management, Inc
UNCHANGED3,0753,07500%$416.4K$389.7K-$26.7K2026-11-05
Sterling Financial Planning, Inc.
DECREASED3,0713,178-107-3%$430.3K$389.2K-$41.1K2026-10-28
Martel Wealth Advisors LLC
UNCHANGED3,0593,05900%$414.2K$387.6K-$26.6K2026-10-14
D'Orazio & Associates, Inc.
DECREASED3,0544,239-1,185-28%$573.9K$387.0K-$187.0K2026-11-04
MMA Asset Management LLC
DECREASED3,0543,111-57-2%$421.2K$387.0K-$34.2K2026-11-02
South Shore Capital Advisors
DECREASED3,0533,196-143-4%$432.7K$386.9K-$45.9K2026-10-20
Traynor Capital Management, Inc.
INCREASED3,0522,296+756+33%$310.9K$386.7K+$75.8K2026-10-29
Paulson Wealth Management Inc.
INCREASED3,0522,439+613+25%$330.2K$386.7K+$56.5K2026-11-02
Founders Financial Securities LLC
DECREASED3,0473,340-293-9%$452.2K$386.1K-$66.1K2026-10-28
Sweeney & Michel, LLC
DECREASED3,0473,245-198-6%$451.1K$386.1K-$65.0K2026-10-16
XY Planning Network, Inc.
NEW3,045—+3,045——$385.9K—2026-10-14
Aljian Capital Management, LLC
INCREASED3,0453,041+4+0%$411.7K$385.9K-$25.8K2026-10-28
Mustard Seed Financial, LLC
DECREASED3,0443,121-77-2%$422.6K$385.7K-$36.8K2026-10-30
J.Safra Asset Management Corp
INCREASED3,041706+2,335+331%$95.6K$385.4K+$289.8K2026-11-03
LexAurum Advisors, LLC
INCREASED3,0412,864+177+6%$387.8K$385.4K-$2.4K2026-10-19
Essex Investment Management Co LLC
DECREASED3,0413,100-59-2%$419.7K$385.4K-$34.4K2026-10-19
Morey & Quinn Wealth Partners, LLC
DECREASED3,0393,262-223-7%$441.7K$385.1K-$56.6K2026-10-28
Able Financial Group, LLC
UNCHANGED3,0313,03100%$410.4K$384.1K-$26.3K2026-10-14
KFA Private Wealth Group, LLC
DECREASED3,0303,044-140%$412.2K$384.0K-$28.2K2026-10-07
Gables Capital Management Inc.
UNCHANGED3,0113,01100%$407.7K$381.6K-$26.1K2026-11-04
Southern Michigan Bank & Trust
INCREASED3,0102,792+218+8%$378.0K$381.4K+$3.4K2026-10-19
Gallacher Capital Management LLC
DECREASED3,0035,669-2,666-47%$767.6K$380.6K-$387.1K2026-10-30
Compass Wealth Management, LLC
DECREASED3,0003,001-10%$406.3K$380.2K-$26.0K2026-10-30
Delta Investment Management, LLC
INCREASED2,9982,997+1+0%$405.8K$379.9K-$26.0K2026-11-09
Midwest Financial Group LLC
INCREASED2,9972,988+9+0%$404.6K$379.8K-$24.8K2026-10-15
Advisors Management Group Inc
INCREASED2,9892,946+43+1%$398.0K$378-$397.6K2026-11-05
Values Added Financial LLC
INCREASED2,9802,850+130+5%$385.9K$377.6K-$8.3K2026-10-28
Flagship Wealth Advisors, LLC
DECREASED2,9793,226-247-8%$436.8K$377.5K-$59.3K2026-11-03
G2 Capital Management, LLC / OH
UNCHANGED2,9792,97900%$403.4K$377.5K-$25.9K2026-10-23
Cadinha & Co LLC
DECREASED2,9763,201-225-7%$433.4K$377.1K-$56.3K2026-10-22
Heritage Wealth Management, Inc.
INCREASED2,9692,950+19+1%$399.4K$376.2K-$23.2K2026-10-27
Schneider Downs Wealth Management Advisors, LP
DECREASED2,9633,482-519-15%$471.5K$375.5K-$96.0K2026-10-27
1900 Wealth Management LLC
INCREASED2,9602,952+8+0%$399.6K$375.0K-$24.6K2026-10-13
Wingate Wealth Advisors, Inc.
INCREASED2,9552,954+1+0%$400.0K$374.4K-$25.6K2026-10-26
Alaska Wealth Advisors, LLC
DECREASED2,9543,196-242-8%$432.7K$374.3K-$58.4K2026-11-09
Brooktree Capital Management
UNCHANGED2,9502,95000%$399.4K$373.8K-$25.6K2026-11-09
Secure Asset Management, LLC
DECREASED2,9442,951-70%$399.6K$373.0K-$26.5K2026-10-19
Kellett Wealth Advisors, LLC
DECREASED2,9413,023-82-3%$409.4K$372.6K-$36.7K2026-10-15
Rockingstone Advisors LLC
DECREASED2,9354,087-1,152-28%$553.4K$371.9K-$181.5K2026-10-16
Mcrae Capital Management Inc
UNCHANGED2,9172,91700%$395.0K$369.6K-$25.3K2026-10-15
Gilpin Wealth Management, LLC
DECREASED2,9052,974-69-2%$402.7K$368.1K-$34.6K2026-10-09
Corps Capital Advisors, LLC
DECREASED2,8832,963-80-3%$401.2K$365.3K-$35.9K2026-11-05
Financial Consulate, Inc
DECREASED2,8782,942-64-2%$398.3K$364.7K-$33.6K2026-10-23
First National Bank of Mount Dora, Trust Investment Services
UNCHANGED2,8752,87500%$389.3K$364.3K-$25.0K2026-10-21
Balboa Wealth Partners
DECREASED2,8652,985-120-4%$404.2K$363.1K-$41.1K2026-10-20
Westside Investment Management, Inc.
INCREASED2,8632,684+179+7%$363.4K$362.6K-$8392026-11-02
First Fiduciary Investment Counsel, Inc.
UNCHANGED2,8602,86000%$387.0K$362-$386.6K2026-10-27
Oxler Private Wealth LLC
DECREASED2,8592,878-19-1%$389.7K$362.3K-$27.4K2026-10-21
Birch Capital Management, LLC
INCREASED2,8581,512+1,346+89%$204.7K$362.2K+$157.4K2026-10-27
Burton Enright Welch
DECREASED2,8563,115-259-8%$421.8K$362.0K-$59.9K2026-11-04
RW Investment Management LLC
INCREASED2,8542,833+21+1%$383.6K$361.7K-$21.9K2026-11-03
Tcfg Investment Advisors, LLC
UNCHANGED2,8522,85200%$386.3K$361.4K-$24.9K2026-10-20
Meramec Financial Planners, LLC
DECREASED2,8453,104-259-8%$433.9K$402.2K-$31.7K2026-11-09
West Family Investments, Inc.
DECREASED2,8368,267-5,431-66%$1.1M$359.4K-$760.0K2026-11-09
Well Done, LLC
DECREASED2,8203,791-971-26%$513.3K$357.4K-$156.0K2026-10-20
Net Worth Advisory Group
INCREASED2,8202,637+183+7%$357.1K$354.2K-$2.9K2026-10-20
Storen Legacy Partners, LLC
INCREASED2,8172,735+82+3%$370.3K$357.0K-$13.3K2026-11-09
Torrey Growth & Income Advisors
DECREASED2,8143,012-198-7%$410.4K$362.9K-$47.5K2026-11-04
RED Cedar Investment Management, LLC
UNCHANGED2,8132,81300%$380.9K$356.5K-$24.4K2026-11-04
Outlook Wealth Advisors, LLC
DECREASED2,7952,845-50-2%$385.1K$354.2K-$30.9K2026-10-28
West Michigan Advisors, LLC
INCREASED2,7942,004+790+39%$271.3K$354.1K+$82.7K2026-11-09
Security National Bank
INCREASED2,7942,775+19+1%$375.7K$354.1K-$21.7K2026-10-26
Vestor Capital, LLC
INCREASED2,787975+1,812+186%$114$644+$5302026-11-04
Dupree Financial Group, LLC
UNCHANGED2,7822,78200%$376.7K$352.5K-$24.1K2026-10-09
Richard C. Young & Co., Ltd.
INCREASED2,7712,752+19+1%$372.6K$351.1K-$21.5K2026-11-04
Creekside Partners
INCREASED2,7632,757+6+0%$373.4K$350.1K-$23.2K2026-11-04
Hutchinson Capital Management
DECREASED2,7623,404-642-19%$460.9K$350.0K-$110.9K2026-11-09
Burford Brothers, Inc.
DECREASED2,7622,810-48-2%$380.5K$350.0K-$30.5K2026-10-21
Insight Advisors, LLC/ PA
DECREASED2,7582,998-240-8%$406.0K$349.5K-$56.6K2026-10-22
Balefire, LLC
DECREASED2,7552,897-142-5%$392.2K$349.1K-$43.1K2026-10-09
Gerber Kawasaki Wealth & Investment Management
INCREASED2,7542,110+644+31%$285.7K$349.1K+$63.3K2026-10-29
Broadway Wealth Solutions, Inc.
INCREASED2,7532,643+110+4%$357.8K$349.0K-$8.9K2026-10-21
West Paces Advisors Inc.
DECREASED2,7514,532-1,781-39%$613.6K$348.6K-$265.0K2026-10-13
DSG Capital Advisors, LLC
UNCHANGED2,7502,75000%$372.5K$348.5K-$24.0K2026-11-05
Birch Financial Group, LLC
INCREASED2,7492,710+39+1%$366.9K$348.4K-$18.5K2026-10-27
Redhawk Wealth Advisors, Inc.
DECREASED2,7359,312-6,577-71%$1.3M$346.6K-$914.3K2026-10-14
Tower View Wealth Management LLC
DECREASED2,7324,370-1,638-37%$591.7K$346.2K-$245.5K2026-10-23
Reflection Asset Management
INCREASED2,7272,583+144+6%$349.7K$345.6K-$4.2K2026-10-28
Covenant Asset Management, LLC
UNCHANGED2,7252,72500%$369.0K$345.3K-$23.7K2026-10-14
Ackerman Capital Advisors, LLC
UNCHANGED2,7122,71200%$367.2K$343.7K-$23.5K2026-10-30
Financial Management Network Inc
DECREASED2,7072,961-254-9%$406.0K$340.8K-$65.2K2026-10-09
Wall Street Financial Group, Inc.
DECREASED2,7062,958-252-9%$400.5K$342.9K-$57.6K2026-11-09
TigerOak Management, L.L.C.
INCREASED2,7062,623+83+3%$355.2K$342.9K-$12.3K2026-10-23
Steel Grove Capital Advisors, LLC
INCREASED2,7041,627+1,077+66%$220.3K$342.7K+$122.4K2026-10-13
Physician Wealth Advisors, Inc.
INCREASED2,7022,568+134+5%$347.7K$342.4K-$5.3K2026-10-20
Compass Ion Advisors, LLC
INCREASED2,6972,656+41+2%$359.7K$341.8K-$17.9K2026-10-23
Solstein Capital, LLC
UNCHANGED2,6882,68800%$364.0K$340.6K-$23.3K2026-11-02
Greenfield Seitz Capital Management, LLC
UNCHANGED2,6832,68300%$363.3K$340.0K-$23.3K2026-10-29
Tenet Wealth Partners, LLC
DECREASED2,6772,816-139-5%$393.6K$339.2K-$54.4K2026-10-19
Parker Financial LLC
DECREASED2,6753,011-336-11%$407.7K$339.0K-$68.7K2026-11-05
Worth Asset Management, LLC
NEW2,673—+2,673——$338.8K—2026-10-07
Mccarter Private Wealth Services LLC
DECREASED2,6739,693-7,020-72%$1.3M$338.7K-$973.7K2026-10-22
Randall & Associates Wealth Management
NEW2,672—+2,672——$338.6K—2026-10-20
Trek Financial, LLC
INCREASED2,6672,616+51+2%$354.2K$338.0K-$16.2K2026-10-29
Atwater Malick LLC
DECREASED2,6572,996-339-11%$405.7K$336.7K-$69.0K2026-10-15
BNB Wealth Management, LLC
DECREASED2,6512,807-156-6%$380.0K$335.9K-$44.1K2026-10-28
Arkfeld Wealth Strategies, L.L.C.
DECREASED2,6412,685-44-2%$384.7K$326.7K-$58.0K2026-10-19
Maple Capital Management, Inc.
DECREASED2,6242,849-225-8%$385.8K$332.5K-$53.2K2026-11-02
BlueChip Wealth Advisors LLC
INCREASED2,6212,421+200+8%$327.8K$332.2K+$4.3K2026-11-03
Dakota Community Bank & Trust NA
INCREASED2,6202,257+363+16%$305.6K$332.0K+$26.4K2026-10-09
Eagle Wealth Strategies LLC
DECREASED2,6192,654-35-1%$359.4K$331.9K-$27.5K2026-10-20
TrustBank
INCREASED2,6172,206+411+19%$298.7K$331.6K+$32.9K2026-10-20
Robinson Smith Wealth Advisors LLC
UNCHANGED2,6112,61100%$353.5K$330.9K-$22.6K2026-10-22
Meadow Creek Wealth Advisors LLC
INCREASED2,6102,600+10+0%$352.0K$330.7K-$21.3K2026-11-02
Finward Bancorp
DECREASED2,6093,169-560-18%$429.1K$330.6K-$98.5K2026-10-14
Marco Investment Management LLC
INCREASED2,6082,599+9+0%$351.9K$330.5K-$21.4K2026-11-09
First Financial Corp
DECREASED2,6042,630-26-1%$356.1K$330.0K-$26.1K2026-10-13
Pictet North America Advisors SA
UNCHANGED2,6002,60000%$352.0K$329.5K-$22.6K2026-10-21
Verum Partners LLC
DECREASED2,5983,408-810-24%$461.4K$329.2K-$132.2K2026-10-21
Financial Security Advisor, Inc.
DECREASED2,5972,816-219-8%$381.3K$329.1K-$52.2K2026-11-03
DeDora Capital, Inc.
DECREASED2,5852,736-151-6%$370.5K$327.6K-$42.9K2026-10-26
Trace Wealth Advisors, LLC
INCREASED2,5802,531+49+2%$342.7K$326.9K-$15.8K2026-10-30
Verus Financial Partners, Inc.
INCREASED2,5652,550+15+1%$345.3K$325.1K-$20.2K2026-10-29
GAM Holding AG
DECREASED2,5622,801-239-9%$379.3K$324.7K-$54.6K2026-11-03
Kelman-Lazarov, Inc.
DECREASED2,5553,038-483-16%$411.3K$323.8K-$87.5K2026-11-09
Wescott Financial Advisory Group, LLC
INCREASED2,5522,451+101+4%$331.8K$323.4K-$8.4K2026-11-09
Connecticut Capital Management Group, LLC
DECREASED2,5512,596-45-2%$351.5K$323.3K-$28.2K2026-10-29
Lecap Asset Management LTD
NEW2,549—+2,549——$323.0K—2026-10-27
Sunbeam Capital Management, LLC
DECREASED2,5452,775-230-8%$375.7K$322.5K-$53.2K2026-11-05
Alchemi Wealth, LLC
INCREASED2,5422,466+76+3%$334.0K$322.2K-$11.7K2026-11-04
Spinnaker Investment Group, LLC
DECREASED2,5335,626-3,093-55%$761.8K$321.0K-$440.8K2026-10-13
BCS Private Wealth Management, Inc.
UNCHANGED2,5322,53200%$342.8K$320.9K-$22.0K2026-11-09
Websterrogers Financial Advisors, LLC
DECREASED2,5282,570-42-2%$348.0K$320.3K-$27.6K2026-11-02
James Hambro & Partners LLP
DECREASED2,5243,959-1,435-36%$536.1K$319.8K-$216.2K2026-10-19
Trinity Financial Advisors LLC
UNCHANGED2,5202,52000%$341.2K$319.3K-$21.9K2026-10-09
Investment Planning Advisors, Inc.
INCREASED2,5151,857+658+35%$251.4K$318.8K+$67.3K2026-10-14
Nikulski Financial, Inc.
DECREASED2,5132,531-18-1%$342.6K$318.4K-$24.2K2026-11-06
Klingman & Associates, LLC
DECREASED2,5073,081-574-19%$417.2K$317.7K-$99.5K2026-10-20
Sierra Summit Advisors LLC
DECREASED2,5069,750-7,244-74%$1.3M$317.6K-$1.0M2026-10-28
TFR Capital, Llc.
INCREASED2,5062,439+67+3%$330.2K$317.6K-$12.7K2026-11-09
Purkiss Capital Advisors LLC
INCREASED2,5062,504+2+0%$339.0K$317.5K-$21.5K2026-11-06
Argyle Capital Partners, LLC
INCREASED2,5012,426+75+3%$328.5K$316.9K-$11.6K2026-10-23
Onyx Bridge Wealth Group LLC
DECREASED2,4992,757-258-9%$373.3K$316.7K-$56.6K2026-10-16
Quadrant Private Wealth Management, LLC
NEW2,495—+2,495——$316.1K—2026-11-04
Earned Wealth Advisors, LLC
INCREASED2,4951,583+912+58%$214.3K$316.1K+$101.9K2026-11-06
Blossom Wealth Management
INCREASED2,4932,373+120+5%$321.3K$315.9K-$5.4K2026-11-03
Gratus Wealth Advisors, LLC
DECREASED2,4923,052-560-18%$413.2K$315.8K-$97.5K2026-10-26
Koesten, Hirschmann & Crabtree, Inc.
INCREASED2,4892,099+390+19%$284.2K$315.4K+$31.2K2026-10-13
626 Financial, LLC
DECREASED2,4782,573-95-4%$348.4K$314.0K-$34.3K2026-11-04
MRA Advisory Group
INCREASED2,4772,305+172+7%$312.0K$313.9K+$1.9K2026-10-07
Guilbault Capital LLC
DECREASED2,4752,550-75-3%$345.3K$313.6K-$31.6K2026-10-28
Barlow Wealth Partners, LLC
INCREASED2,4631,854+609+33%$264.2K$309.6K+$45.4K2026-10-15
Johnson Wealth Management, LLC
DECREASED2,4632,487-24-1%$336.7K$312.1K-$24.6K2026-11-09
McClarren Financial Advisors, Inc.
INCREASED2,4432,440+3+0%$330.4K$309.5K-$20.9K2026-10-15
Blake Schutter Theil Wealth Advisors, LLC
INCREASED2,4362,298+138+6%$311.1K$308.7K-$2.5K2026-11-02
Crown Wealth Group, LLC
NEW2,434—+2,434——$308.4K—2026-10-19
Reliant Investment Management, LLC
DECREASED2,4282,557-129-5%$346.2K$307.7K-$38.5K2026-10-14
Essex LLC
UNCHANGED2,4172,41700%$327.3K$306.3K-$21.0K2026-10-14
Cherry Creek Investment Advisors, Inc.
DECREASED2,4112,731-320-12%$369.7K$305.5K-$64.3K2026-10-14
Curran Financial Partners, LLC
NEW2,396—+2,396——$303.6K—2026-11-04
Weaver Consulting Group
DECREASED2,3962,415-19-1%$326.9K$303.6K-$23.4K2026-10-07
Benchmark Financial Wealth Advisors, LLC
NEW2,386—+2,386——$302.3K—2026-10-20
Braun-Bostich & Associates Inc.
DECREASED2,3752,449-74-3%$331.6K$301.0K-$30.6K2026-10-20
Marathon Strategic Advisors, LLC
UNCHANGED2,3752,37500%$321.6K$301.0K-$20.6K2026-10-20
J.M. Arbour, LLC
INCREASED2,3742,042+332+16%$276.5K$300.8K+$24.3K2026-11-05
Latitude Advisors, LLC
INCREASED2,3742,367+7+0%$320.5K$300.8K-$19.7K2026-10-27
Summit Wealth Group, LLC
INCREASED2,3732,367+6+0%$320.4K$300.8K-$19.7K2026-11-09
N.E.W. Advisory Services LLC
DECREASED2,3723,127-755-24%$423.4K$300.6K-$122.9K2026-11-09
Revolve Wealth Partners, LLC
DECREASED2,3592,709-350-13%$366.8K$298.9K-$67.9K2026-10-23
United Bank
DECREASED2,3489,861-7,513-76%$1.3M$297.5K-$1.0M2026-11-06
Uniting Wealth Partners, LLC
INCREASED2,3462,041+305+15%$276.3K$297.3K+$20.9K2026-11-06
Financial Planning Hawaii, Inc.
DECREASED2,3442,569-225-9%$347.8K$297.0K-$50.8K2026-10-13
Werba Rubin Papier Wealth Management
DECREASED2,3402,704-364-13%$366.1K$296.5K-$69.6K2026-11-06
Ridgecrest Wealth Partners, LLC
INCREASED2,3362,292+44+2%$310.3K$296.0K-$14.3K2026-10-19
Optivise Advisory Services LLC
DECREASED2,3333,059-726-24%$414.1K$295.7K-$118.5K2026-10-19
Vicus Capital
INCREASED2,3322,213+119+5%$299.6K$295.5K-$4.1K2026-11-05
Compass Financial Management LLC
DECREASED2,3302,350-20-1%$324.7K$295.3K-$29.4K2026-10-30
Stronghold Wealth Management L.L.C.
INCREASED2,3252,275+50+2%$308.0K$294.6K-$13.4K2026-10-16
Edge Wealth Management LLC
UNCHANGED2,3242,32400%$314.7K$295.6K-$19.1K2026-10-13
Kimelman & Baird, LLC
UNCHANGED2,3232,32300%$314.5K$294.4K-$20.2K2026-11-03
MJT & Associates Financial Advisory Group, Inc.
DECREASED2,3212,366-45-2%$320.4K$294.1K-$26.2K2026-10-07
Madden Securities Corp
NEW2,306—+2,306——$292.2K—2026-10-27
Advisors Preferred, LLC
DECREASED2,3026,266-3,964-63%$903.7K$289.8K-$613.9K2026-11-09
Lifestyle Asset Management, Inc.
INCREASED2,2951,824+471+26%$247.0K$290.8K+$43.8K2026-10-20
Gibraltar Capital Management, Inc.
INCREASED2,2932,253+40+2%$305.1K$290.6K-$14.5K2026-10-27
Hubbell Strickland Wealth Management, LLC
INCREASED2,2892,285+4+0%$309.3K$290.0K-$19.3K2026-10-29
Heritage Family Offices, LLP
DECREASED2,2814,252-1,971-46%$575.7K$289.0K-$286.7K2026-11-02
Hurlow Wealth Management Group, Inc.
DECREASED2,2782,310-32-1%$312.8K$288.7K-$24.0K2026-10-29
Collaborative Fund Advisors, LLC
NEW2,274—+2,274——$288.2K—2026-11-02
Phoenix Wealth Advisors
DECREASED2,2666,341-4,075-64%$858.5K$287.1K-$571.4K2026-11-03
PKS Advisory Services, LLC
UNCHANGED2,2652,26500%$306.6K$306.6K$02026-10-26
Hamilton Capital, LLC
DECREASED2,2643,004-740-25%$406.7K$287.0K-$119.8K2026-10-08
Insight Wealth Partners, LLC
DECREASED2,2612,281-20-1%$308.8K$286.5K-$22.3K2026-10-26
Walled Lake Planning & Wealth Management, LLC
INCREASED2,2532,252+1+0%$304.8K$285.6K-$19.3K2026-10-29
Garde Capital, Inc.
INCREASED2,2532,252+1+0%$304.9K$285.5K-$19.4K2026-10-29
Root Financial Partners, LLC
DECREASED2,2513,258-1,007-31%$441.2K$285.3K-$155.9K2026-10-21
Accretive Wealth Partners, LLC
INCREASED2,2502,188+62+3%$296.3K$285.1K-$11.1K2026-11-06
Lipe & Dalton
UNCHANGED2,2452,24500%$304$284-$202026-10-15
Cherry Tree Wealth Management, LLC
DECREASED2,2422,243-10%$303.7K$284.1K-$19.6K2026-10-15
Spectrum Asset Management, Inc. (NB )
INCREASED2,2382,214+24+1%$299.8K$283.6K-$16.2K2026-10-19
Allen Investment Management, LLC
UNCHANGED2,2372,23700%$302.9K$283.5K-$19.4K2026-11-03
Walkner Condon Financial Advisors LLC
INCREASED2,2321,946+286+15%$263.5K$282.9K+$19.3K2026-11-02
Francis Financial, Inc.
DECREASED2,2322,242-100%$303.6K$282.8K-$20.7K2026-11-09
BridgePort Financial Solutions, LLC
INCREASED2,2261,820+406+22%$246.4K$282.0K+$35.7K2026-11-02
Schear Investment Advisers, LLC
NEW2,224—+2,224——$281.9K—2026-10-14
Tempo Wealth, LLC
INCREASED2,2242,219+5+0%$300.5K$281.9K-$18.6K2026-10-14
AUA Capital Management, LLC
UNCHANGED2,2202,22000%$300.6K$281.3K-$19.3K2026-10-15
Moss Adams Wealth Advisors LLC
DECREASED2,2003,641-1,441-40%$493.0K$278.8K-$214.2K2026-10-28
Spirit of America Management Corp
UNCHANGED2,2002,20000%$297.9K$278.8K-$19.1K2026-10-14
Horizon Wealth Management, LLC
NEW2,196—+2,196——$278.3K—2026-11-02
Richards, Merrill & Peterson, Inc.
INCREASED2,1962,091+105+5%$283.2K$278.3K-$4.8K2026-10-19
West Branch Capital LLC
DECREASED2,1952,301-106-5%$311.6K$278.2K-$33.4K2026-10-20
Heck Capital Advisors, LLC
INCREASED2,1942,102+92+4%$284.6K$278.0K-$6.6K2026-10-14
Private Management Group Inc
INCREASED2,1922,174+18+1%$294.4K$277.8K-$16.6K2026-11-04
CMG Global Holdings, LLC
DECREASED2,1912,218-27-1%$300.3K$277.6K-$22.7K2026-10-14
Dodds Wealth, LLC
INCREASED2,1912,172+19+1%$294.1K$277.7K-$16.4K2026-11-02
Thayer Partners, LLC / MA
DECREASED2,1842,390-206-9%$323.5K$276.8K-$46.7K2026-11-06
Global Financial Private Client, LLC
INCREASED2,1742,079+95+5%$281.6K$275.5K-$6.0K2026-10-15
Freedom Financial Partners LLC
DECREASED2,1742,178-40%$294.9K$275.5K-$19.3K2026-10-19
Barry Investment Advisors, LLC
INCREASED2,1722,166+6+0%$293.3K$275.3K-$18.0K2026-10-14
Legacy Wealth Management, LLC / MS
NEW2,168—+2,168——$274.8K—2026-10-30
Amplius Wealth Advisors, LLC
NEW2,168—+2,168——$274.7K—2026-10-20
Syverson Strege & Co
DECREASED2,1682,510-342-14%$339.9K$274.7K-$65.1K2026-11-02
Snider Financial Group
UNCHANGED2,1682,16800%$293.5K$274.7K-$18.8K2026-10-16
bLong Financial, LLC
UNCHANGED2,1642,16400%$293.0K$274.2K-$18.8K2026-10-29
Advocate Group LLC
UNCHANGED2,1642,16400%$293.0K$274.2K-$18.8K2026-10-19
Mascagni Wealth Management, Inc.
DECREASED2,1632,177-14-1%$294.7K$274.1K-$20.6K2026-10-23
Peck Wealth Management, LLC
UNCHANGED2,1622,16200%$292.7K$274.0K-$18.8K2026-10-29
LongView Wealth Management
UNCHANGED2,1582,15800%$292.2K$273.5K-$18.7K2026-10-19
Leonard Rickey Investment Advisors P.L.L.C.
DECREASED2,1552,239-84-4%$303.1K$273.0K-$30.1K2026-10-29
BankPlus Trust Department
DECREASED2,1542,347-193-8%$317.8K$273.0K-$44.8K2026-11-06
Argos Wealth Advisors, LLC
DECREASED2,1492,153-40%$291.5K$272.3K-$19.2K2026-11-02
Smallwood Wealth Investment Management, LLC
DECREASED2,1442,395-251-10%$324.4K$271.8K-$52.6K2026-10-30
Tradewinds Capital Management, LLC
INCREASED2,1412,122+19+1%$287.3K$271.3K-$16.0K2026-10-23
Urban Wealth Management, LLC
DECREASED2,1292,509-380-15%$339.7K$269.8K-$69.9K2026-10-21
GSG Advisors LLC
DECREASED2,1272,217-90-4%$300.2K$269.5K-$30.7K2026-11-03
Summit Investment Advisors, Inc.\KS
INCREASED2,1242,117+7+0%$286.6K$269.1K-$17.5K2026-11-05
Trust Co of the South
DECREASED2,1082,242-134-6%$303.6K$267.1K-$36.4K2026-10-21
Knuff & Co LLC
UNCHANGED2,1082,10800%$285.4K$267.1K-$18.3K2026-11-06
Vision Capital Management, Inc.
DECREASED2,1022,799-697-25%$379.0K$266.3K-$112.6K2026-10-20
Convergence Investment Partners, LLC
INCREASED2,0962,038+58+3%$276.0K$265.5K-$10.4K2026-10-28
Westover Capital Advisors, LLC
DECREASED2,0958,030-5,935-74%$1.1M$265.5K-$821.8K2026-10-26
Independent Wealth Network Inc.
DECREASED2,0952,119-24-1%$286.9K$265.4K-$21.5K2026-10-19
Commonwealth Financial Services, LLC
DECREASED2,0843,612-1,528-42%$489.0K$264.1K-$224.9K2026-10-20
Trillium Asset Management, LLC
INCREASED2,0832,046+37+2%$277.0K$264.0K-$13.1K2026-11-09
FNY Investment Advisers, LLC
NEW2,076—+2,076——$263—2026-10-16
Foguth Wealth Management, Llc.
DECREASED2,0692,145-76-4%$290.6K$272.0K-$18.6K2026-10-19
Cox Capital Mgt LLC
UNCHANGED2,0682,06800%$280.0K$262.1K-$18.0K2026-10-07
S.E.E.D. Planning Group LLC
DECREASED2,06331,857-29,794-94%$4.3M$261.4K-$4.1M2026-10-07
Bay Capital Advisors, LLC
DECREASED2,0592,737-678-25%$370.6K$260.9K-$109.7K2026-10-16
Realta Investment Advisors
INCREASED2,0591,911+148+8%$258.7K$260.9K+$2.2K2026-10-14
Cpwa, LLC
INCREASED2,0541,836+218+12%$248.6K$260.2K+$11.7K2026-11-04
10Elms LLP
INCREASED2,0522,036+16+1%$275.6K$260.0K-$15.6K2026-11-06
KWB Wealth
INCREASED2,0502,029+21+1%$274.7K$259.7K-$15.0K2026-10-16
Shikiar Asset Management Inc
UNCHANGED2,0502,05000%$278.0K$260-$277.7K2026-10-20
Factor Wealth Management LTD
INCREASED2,0471,799+248+14%$243.6K$259.4K+$15.8K2026-10-08
Heritage Investment Group, Inc.
DECREASED2,0462,381-335-14%$322.4K$259.3K-$63.1K2026-11-03
Symmetry Partners, LLC
DECREASED2,0453,765-1,720-46%$509.7K$259.1K-$250.6K2026-10-27
May Hill Capital, LLC
INCREASED2,0451,830+215+12%$247.8K$259.2K+$11.4K2026-11-03
MV Capital Management, Inc.
DECREASED2,0322,077-45-2%$281.2K$257.5K-$23.7K2026-10-29
Wealth Architects, LLC
DECREASED2,0292,047-18-1%$277.2K$257.2K-$20.0K2026-11-03
SmartHarvest Portfolios, LLC
DECREASED2,0282,947-919-31%$399.1K$257.0K-$142.1K2026-10-26
Syntegra Private Wealth Group, LLC
DECREASED2,0252,040-15-1%$276.2K$256.6K-$19.6K2026-10-13
LifeSteps Financial, Inc.
DECREASED2,0222,294-272-12%$310.6K$256.2K-$54.4K2026-10-15
Abacus Wealth Partners, LLC
INCREASED2,0181,697+321+19%$229.8K$255.7K+$25.9K2026-11-03
Horst & Graben Wealth Management LLC
DECREASED2,0142,120-106-5%$299.3K$255.2K-$44.1K2026-11-02
Cape Investment Advisory, Inc.
INCREASED2,0071,608+399+25%$217.8K$254.3K+$36.5K2026-10-13
Monument Capital Management
INCREASED2,0051,766+239+14%$239.1K$254.1K+$15.0K2026-10-09
Manske Wealth Management
INCREASED2,0041,953+51+3%$264.4K$253.9K-$10.5K2026-10-26
Community Bank of Raymore
UNCHANGED2,0022,00200%$271.1K$253.7K-$17.4K2026-10-23
111 Capital
DECREASED2,00134,399-32,398-94%$4.7M$253.6K-$4.4M2026-11-03
Veratis Advisors, Inc.
DECREASED1,9971,998-10%$270.5K$253.1K-$17.3K2026-11-03
Warwick Investment Management, Inc.
DECREASED1,9962,364-368-16%$320.1K$252.9K-$67.2K2026-10-19
Accuvest Global Advisors
DECREASED1,9952,628-633-24%$356.0K$253.0K-$103.0K2026-11-04
Gill Capital Partners, LLC
INCREASED1,9951,904+91+5%$257.8K$252.8K-$5.0K2026-10-13
Alerus Financial NA
DECREASED1,9912,202-211-10%$298.2K$252.3K-$45.9K2026-11-09
Sterling Group Wealth Management, LLC
DECREASED1,9842,384-400-17%$322.8K$251.5K-$71.4K2026-11-03
Stenger Family Office, LLC
INCREASED1,9821,831+151+8%$247.9K$252.4K+$4.4K2026-10-22
Legacy Advisors, LLC
DECREASED1,98015,046-13,066-87%$2.0M$250.9K-$1.8M2026-10-19
BAM Wealth Management, LLC
NEW1,979—+1,979——$250.8K—2026-10-15
Arsenal Capital Advisors LLC
INCREASED1,9781,825+153+8%$247.1K$250.7K+$3.6K2026-11-02
Key Client Fiduciary Advisors, LLC
INCREASED1,9771,886+91+5%$255.3K$250.5K-$4.8K2026-10-19
Ascentis Wealth Management, LLC
INCREASED1,9761,533+443+29%$207.6K$250.5K+$42.9K2026-11-03
Castleview Partners, LLC
DECREASED1,9742,074-100-5%$280.8K$250.1K-$30.7K2026-10-09
New Covenant Trust Company, N.A.
INCREASED1,9721,685+287+17%$228.1K$249.9K+$21.7K2026-10-08
Tennessee Valley Asset Management Partners
DECREASED1,9681,971-30%$266.9K$249.4K-$17.5K2026-11-03
Columbus Macro, LLC
INCREASED1,9611,882+79+4%$254.8K$248.5K-$6.3K2026-10-14
Sage Private Wealth Group, LLC
INCREASED1,9591,923+36+2%$260.4K$248.2K-$12.2K2026-10-21
Scott & Selber, Inc.
UNCHANGED1,9501,95000%$264.1K$247.2K-$16.9K2026-10-21
Shulman DeMeo Asset Management LLC
DECREASED1,9461,964-18-1%$265.9K$244.5K-$21.4K2026-10-09
Triton Wealth Management, Pllc
DECREASED1,9421,987-45-2%$283.2K$268.8K-$14.4K2026-11-04
OFS Enterprise LLC
INCREASED1,9411,930+11+1%$261.3K$245.9K-$15.4K2026-10-16
Roberts Wealth Advisors, LLC
UNCHANGED1,9401,94000%$262.7K$245.8K-$16.8K2026-10-14
Prevail Innovative Wealth Advisors, LLC
DECREASED1,93926,529-24,590-93%$3.6M$239.9K-$3.4M2026-10-20
Invenio Wealth Partners LLC
DECREASED1,9392,091-152-7%$283.1K$245.7K-$37.4K2026-10-20
SJS Investment Consulting Inc.
DECREASED1,9372,015-78-4%$272.8K$245.5K-$27.4K2026-10-26
DBK Financial Counsel, LLC
NEW1,936—+1,936——$245.3K—2026-10-13
Greenwood Gearhart LLC
DECREASED1,9342,337-403-17%$316.4K$245.0K-$71.4K2026-11-02
Seven Hills Financial, LLC
NEW1,921—+1,921——$243.4K—2026-10-13
Presper Financial Architects, LLC
UNCHANGED1,9211,92100%$260.2K$243.5K-$16.7K2026-11-09
Hara Capital LLC
UNCHANGED1,9161,91600%$259.4K$242.8K-$16.6K2026-10-30
Sun Group Wealth Partners
UNCHANGED1,9101,91000%$258.6K$242.0K-$16.6K2026-10-26
White Lighthouse Investment Management Inc.
DECREASED1,9021,918-16-1%$259.6K$241.0K-$18.7K2026-10-21
CGC Financial Services, LLC
INCREASED1,9021,901+1+0%$257.4K$241.0K-$16.4K2026-10-13
RBA Wealth Management, LLC
NEW1,899—+1,899——$240.6K—2026-10-28
R.H. Investment Group, LLC
INCREASED1,8851,880+5+0%$254.6K$238.9K-$15.7K2026-11-09
Focused Wealth Management, Inc
DECREASED1,8832,839-956-34%$384.4K$238.7K-$145.8K2026-10-30
Keyes, Stange & Wooten Wealth Management, LLC
UNCHANGED1,8791,87900%$254.4K$238.1K-$16.3K2026-11-03
Townsend Asset Management Corp
DECREASED1,8671,888-21-1%$255.6K$236.6K-$19.0K2026-10-29
Strathmore Capital Advisors, Inc.
DECREASED1,8632,536-673-27%$342.4K$263.3K-$79.1K2026-11-09
Crescent Grove Advisors, LLC
NEW1,855—+1,855——$235.1K—2026-10-21
Capital Square, LLC
INCREASED1,8541,852+2+0%$254.5K$235.1K-$19.4K2026-10-19
Peoples Bank
DECREASED1,8531,998-145-7%$270.5K$234.8K-$35.7K2026-10-26
Rise Advisors, LLC
INCREASED1,8521,581+271+17%$214.1K$234.7K+$20.6K2026-10-16
Reap Financial Group, LLC
INCREASED1,8521,682+170+10%$227.8K$234.7K+$7.0K2026-11-02
Ironwood Financial, llc
UNCHANGED1,8451,84500%$255.5K$233.8K-$21.7K2026-10-20
Centerpoint Advisors, LLC
DECREASED1,8441,918-74-4%$260.0K$234-$259.8K2026-11-05
Bank of Stockton
UNCHANGED1,8441,84400%$249.7K$233.7K-$16.0K2026-10-20
Woodley Farra Manion Portfolio Management Inc
DECREASED1,8401,915-75-4%$259.3K$233.2K-$26.1K2026-11-05
Glass Wealth Management Co LLC
INCREASED1,8351,816+19+1%$245.9K$232.5K-$13.4K2026-10-28
Capital City Trust Co
DECREASED1,8332,633-800-30%$356.5K$232.3K-$124.2K2026-10-22
J.P. Marvel Investment Advisors, LLC
UNCHANGED1,8321,83200%$248.1K$232.2K-$15.9K2026-11-02
Cassia Capital Partners, LLC
DECREASED1,8291,877-48-3%$254.1K$231.8K-$22.4K2026-11-04
Traub Capital Management LLC
UNCHANGED1,8271,82700%$247.4K$231.5K-$15.9K2026-11-09
Provident Wealth Management, LLC
INCREASED1,8211,521+300+20%$205.9K$230.8K+$24.8K2026-10-20
McHugh Group, LLC
UNCHANGED1,8201,82000%$246.4K$230.6K-$15.8K2026-10-19
Cetera Trust Company, N.a
DECREASED1,8141,872-58-3%$253.5K$229.9K-$23.6K2026-11-09
55 North Private Wealth, LLC
DECREASED1,8121,918-106-6%$259.7K$229.6K-$30.1K2026-10-20
Birchwood Financial Partners, Inc.
INCREASED1,8081,783+25+1%$241.4K$229.1K-$12.3K2026-11-02
Pettinga Financial Advisors LLC
DECREASED1,8081,832-24-1%$248.1K$229.1K-$19.0K2026-10-13
Landmark Wealth Management, LLC
DECREASED1,8081,809-10%$244.9K$229.1K-$15.8K2026-11-03
Farrell Financial LLC
INCREASED1,8061,762+44+3%$238.6K$228.9K-$9.7K2026-10-16
Henderson Brothers Financial Partners, LLC
DECREASED1,8051,830-25-1%$247.8K$228.8K-$19.0K2026-11-03
Legacy Capital Wealth Partners, LLC
NEW1,803—+1,803——$228.5K—2026-10-21
Prairiewood Capital, LLC
UNCHANGED1,8001,80000%$243.7K$228.1K-$15.6K2026-10-16
Aufman Associates Inc
UNCHANGED1,7971,79700%$243.3K$227.7K-$15.6K2026-11-04
Cannon Financial Strategists, Inc.
UNCHANGED1,7961,79600%$243.2K$227.6K-$15.6K2026-10-19
Fortis Group Advisors, LLC
INCREASED1,7911,670+121+7%$226.1K$245.4K+$19.3K2026-11-06
Financial Perspectives, Inc
INCREASED1,7901,637+153+9%$221.6K$226.8K+$5.1K2026-11-03
Rosenberg Matthew Hamilton
DECREASED1,7862,225-439-20%$301.3K$226.3K-$74.9K2026-10-05
DT Investment Partners, LLC
INCREASED1,7861,708+78+5%$231.3K$226.3K-$4.9K2026-10-27
Harfst & Associates, Inc.
INCREASED1,7861,785+1+0%$241.8K$226.3K-$15.4K2026-10-20
Ejmk Ventures LLC
INCREASED1,7821,638+144+9%$221.8K$225.8K+$4.0K2026-10-21
Skyline Advisors, Inc.
INCREASED1,7741,657+117+7%$224.4K$224.8K+$3902026-11-03
4Wealth Advisors, Inc.
DECREASED1,7725,467-3,695-68%$758.1K$228.1K-$530.0K2026-10-13
Richardson Financial Services Inc.
INCREASED1,7711,549+222+14%$209.7K$224.4K+$14.7K2026-10-30
Family Investment Center, Inc.
DECREASED1,7701,860-90-5%$251.8K$224.3K-$27.6K2026-10-19
JTC Employer Solutions Trustee Ltd
UNCHANGED1,7701,77000%$240.0K$224-$239.8K2026-11-09
Grant Street Asset Management, Inc.
NEW1,768—+1,768——$224.1K—2026-10-26
Silver Grove Financial Group, Inc.
INCREASED1,7641,627+137+8%$220.3K$223.5K+$3.3K2026-11-05
Legacy Financial Independent Advisors LLC
UNCHANGED1,7641,76400%$238.8K$223.5K-$15.3K2026-11-02
Elevation Wealth Partners, LLC
DECREASED1,7622,408-646-27%$326.1K$223.2K-$102.8K2026-10-07
Towerpoint Wealth, LLC
DECREASED1,7611,810-49-3%$245.1K$223.2K-$21.9K2026-10-13
Rooted Wealth Advisors, Inc.
UNCHANGED1,7611,76100%$238.4K$238.4K$02026-11-03
Peachtree Investment Partners, LLC
DECREASED1,7602,861-1,101-38%$387.4K$223.1K-$164.3K2026-11-05
Spectrum Advisors, Inc.
UNCHANGED1,7561,75600%$237.8K$222.5K-$15.2K2026-11-03
Centurion Wealth Management LLC
DECREASED1,7551,810-55-3%$245.1K$222.4K-$22.7K2026-10-13
Frederick Financial Consultants, LLC
INCREASED1,7541,739+15+1%$235.4K$222.2K-$13.2K2026-10-29
Tower Trust & Investment Co
UNCHANGED1,7531,75300%$237.4K$222.1K-$15.2K2026-10-28
15 Wealth Advisors LLC
NEW1,752—+1,752——$222.1K—2026-10-14
TFC Financial Management, Inc.
DECREASED1,7511,851-100-5%$250.7K$221.9K-$28.7K2026-10-26
Kaufman Rossin Wealth, LLC
NEW1,749—+1,749——$221.7K—2026-10-19
Apollon Financial, LLC
DECREASED1,7481,874-126-7%$253.7K$221.5K-$32.3K2026-10-23
MBL Wealth, LLC
DECREASED1,7452,530-785-31%$342.6K$221.1K-$121.4K2026-10-22
Regent Peak Wealth Advisors LLC
DECREASED1,7452,151-406-19%$291.3K$221.1K-$70.1K2026-10-13
TMB Capital Partners, LLC
INCREASED1,7421,495+247+17%$202.4K$220.7K+$18.3K2026-10-20
Bull Oak Capital, LLC
UNCHANGED1,7391,73900%$235.5K$220.4K-$15.1K2026-10-23
Nova Financial LLC
NEW1,736—+1,736——$220.0K—2026-11-04
Lazari Capital Management, Inc.
INCREASED1,7351,709+26+2%$231.4K$219.9K-$11.5K2026-10-20
Ledgewood Wealth Advisors, LLC
UNCHANGED1,7351,73500%$234.9K$219.9K-$15.1K2026-10-09
Meridian Management Co
UNCHANGED1,7331,73300%$234.6K$219.6K-$15.0K2026-11-06
Blume Capital Management, Inc.
UNCHANGED1,7331,73300%$234.6K$219.6K-$15.0K2026-10-26
Clearwater Capital Advisors, LLC
DECREASED1,7321,743-11-1%$235.9K$219.4K-$16.5K2026-11-06
Sulzberger Capital Advisors, Inc.
UNCHANGED1,7301,73000%$234.2K$219.2K-$15.0K2026-10-20
truNorth Financial Services, Inc.
UNCHANGED1,7291,72900%$234.1K$219.1K-$15.0K2026-11-06
M.E. Allison & Co., Inc.
UNCHANGED1,7221,72200%$233.2K$218.2K-$14.9K2026-10-09
Jacobsen Capital Management
DECREASED1,7202,191-471-21%$296.7K$218.0K-$78.7K2026-10-27
Clearwave Capital, LLC
INCREASED1,7171,518+199+13%$205.5K$217.5K+$12.0K2026-10-27
Central Valley Advisors, LLC
DECREASED1,7171,763-46-3%$238.7K$217.6K-$21.1K2026-10-27
Advantage Trust Co
UNCHANGED1,7171,71700%$232.5K$217.6K-$14.9K2026-10-19
Milestone Asset Management, LLC
DECREASED1,71636,847-35,131-95%$5.0M$217.5K-$4.8M2026-10-15
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED1,7165,708-3,992-70%$772.8K$217.4K-$555.4K2026-10-14
Montis Financial, LLC
DECREASED1,7162,530-814-32%$342.6K$217.5K-$125.1K2026-11-04
Baron Wealth Management LLC
DECREASED1,7141,916-202-11%$259.4K$217.2K-$42.2K2026-10-27
Nemes Rush Group LLC
DECREASED1,7101,746-36-2%$236.4K$216.7K-$19.7K2026-11-04
Orser Capital Management, LLC
UNCHANGED1,7101,71000%$231.5K$216.7K-$14.8K2026-10-13
Maia Wealth LLC
DECREASED1,7072,095-388-19%$283.7K$216.3K-$67.4K2026-10-19
Convergence Financial, LLC
DECREASED1,7032,559-856-33%$346.5K$215.8K-$130.7K2026-10-27
Fishman JAY A LTD
UNCHANGED1,7001,70000%$230.2K$215.4K-$14.8K2026-10-26
Consolidated Capital Management, LLC
UNCHANGED1,7001,70000%$230.2K$215.4K-$14.8K2026-10-13
GLR Partners, LLC
UNCHANGED1,6991,69900%$230.0K$215.3K-$14.7K2026-11-04
Canvas Wealth Advisors, LLC
DECREASED1,6972,602-905-35%$352.3K$227.0K-$125.3K2026-11-02
Parcion Private Wealth LLC
DECREASED1,6935,869-4,176-71%$794.7K$214.5K-$580.1K2026-10-28
Fermata Advisors, LLC
DECREASED1,6932,474-781-32%$335.0K$214.5K-$120.4K2026-10-13
Vista Capital Partners, Inc.
INCREASED1,6931,673+20+1%$226.5K$214.6K-$12.0K2026-11-06
Old Peak Finance LLC
DECREASED1,6881,722-34-2%$233.2K$213.9K-$19.3K2026-11-02
JSF Financial, LLC
INCREASED1,6821,483+199+13%$200.8K$213.2K+$12.3K2026-10-22
Kane Co Wealth Management, Inc.
UNCHANGED1,6801,68000%$227.5K$212.9K-$14.6K2026-11-04
Penobscot Wealth Management
DECREASED1,6791,690-11-1%$228.9K$212.8K-$16.1K2026-10-21
Tiller Private Wealth, Inc.
UNCHANGED1,6791,67900%$227.3K$212.8K-$14.6K2026-10-26
Eurizon SLJ Capital Ltd
INCREASED1,6751,287+388+30%$174.3K$212.3K+$38.0K2026-11-06
Lazard Freres Gestion S.A.S.
UNCHANGED1,6651,66500%$225.0K$210-$224.8K2026-11-03
Next Level Private LLC
UNCHANGED1,6591,65900%$224.6K$210.2K-$14.4K2026-10-20
Chemistry Wealth Management LLC
UNCHANGED1,6521,65200%$223.7K$209.3K-$14.3K2026-10-16
Cane Capital Partners, LLC
NEW1,647—+1,647——$208.7K—2026-10-23
Cortland Associates Inc
UNCHANGED1,6401,64000%$222.0K$208.0K-$14.0K2026-10-29
Firestone Capital Management
UNCHANGED1,6341,63400%$221.2K$207.1K-$14.2K2026-11-03
Vigilare Wealth Management
UNCHANGED1,6341,63400%$221.3K$207.1K-$14.2K2026-10-29
Tortuga Wealth Management, Inc
NEW1,631—+1,631——$206.7K—2026-10-27
Talbot Financial, LLC
UNCHANGED1,6301,63000%$220.7K$206.6K-$14.1K2026-10-19
GEM Asset Management, LLC
NEW1,625—+1,625——$205.9K—2026-10-13
Ameliora Wealth Management Ltd.
UNCHANGED1,6141,61400%$218.5K$204.5K-$14.0K2026-10-23
Optima Capital LLC
DECREASED1,6131,997-384-19%$270.5K$204.4K-$66.1K2026-10-29
RFG - Bristol Wealth Advisors, LLC
DECREASED1,6131,824-211-12%$247.0K$204.4K-$42.6K2026-10-09
Tanager Wealth Management LLP
DECREASED1,6111,692-81-5%$229.1K$204.1K-$25.0K2026-10-19
Three Magnolias Financial Advisors, LLC
UNCHANGED1,6111,61100%$218.1K$204.1K-$14.0K2026-10-14
Sage Capital Management, LLC
UNCHANGED1,6001,60000%$216.6K$202.8K-$13.9K2026-10-20
Manchester Financial Inc
INCREASED1,5981,596+2+0%$216.1K$202.4K-$13.7K2026-10-15
TFB Advisors LLC
DECREASED1,5961,672-76-5%$226.4K$202.2K-$24.1K2026-11-02
TrueWealth Advisors, LLC
INCREASED1,5961,595+1+0%$215.9K$202.2K-$13.7K2026-10-09
Lakeshore Financial Planning, Inc.
DECREASED1,5941,599-50%$216.7K$202.0K-$14.7K2026-10-13
Stillwater Wealth Management Group
DECREASED1,5901,690-100-6%$228.8K$201.5K-$27.3K2026-10-21
MFG Investments, LLC
NEW1,587—+1,587——$201.2K—2026-10-30
waypoint wealth counsel
DECREASED1,5861,900-314-17%$257.3K$201.0K-$56.3K2026-10-22
Enclave Advisors LLC
DECREASED1,5831,712-129-8%$231.8K$200.6K-$31.2K2026-10-14
Wellington Grp LLC
DECREASED1,5812,817-1,236-44%$381.4K$200.3K-$181.1K2026-11-06
Cynosure Group, LLC
NEW1,580—+1,580——$200.2K—2026-11-03
Destiny Wealth Partners, LLC
DECREASED1,5711,790-219-12%$249.8K$220.6K-$29.2K2026-11-05
University of Texas S AM Investment Management Co
INCREASED1,5421,530+12+1%$207.2K$195.4K-$11.8K2026-11-03
Wilkerson Advisory Group LLC
DECREASED1,5371,547-10-1%$209.6K$194.7K-$14.8K2026-10-20
Byrne Asset Management LLC
INCREASED1,5131,113+400+36%$150.7K$190.0K+$39.3K2026-10-06
Stone House Investment Management, LLC
INCREASED1,5111,410+101+7%$190.9K$191.4K+$5382026-10-23
Ellerson Group Inc
UNCHANGED1,5001,50000%$203.1K$205.9K+$2.8K2026-11-04
Sawyer & Company, Inc
UNCHANGED1,4871,48700%$201.3K$188.4K-$12.9K2026-10-21
Willow Creek Capital Management, Inc.
UNCHANGED1,4811,48100%$200.6K$200.6K$02026-10-16
Pension & Wealth Management Advisors, Inc.
INCREASED1,449605+844+140%$82.0K$183.7K+$101.7K2026-10-16
Owl Creek Wealth Partners LLC
DECREASED1,4471,805-358-20%$244.4K$183.4K-$61.0K2026-10-20
Essential Partners LLC
DECREASED1,4394,547-3,108-68%$615.7K$182.4K-$433.3K2026-10-14
Signature Equity Partners, LLC
INCREASED1,3971,213+184+15%$164.3K$177.0K+$12.8K2026-10-29
Triumph Capital Management
DECREASED1,3881,444-56-4%$195.5K$175.9K-$19.6K2026-10-14
GGM Financial LLC
INCREASED1,3271,318+9+1%$178.4K$168.2K-$10.3K2026-11-05
Main Street Group, LTD
DECREASED1,3114,049-2,738-68%$548.2K$166.1K-$382.1K2026-10-28
Lloyd Advisory Services, Llc.
INCREASED1,3051,096+209+19%$148.4K$165.4K+$16.9K2026-11-02
Payden & Rygel
DECREASED1,2802,380-1,100-46%$322.0K$162-$321.8K2026-10-28
Markowski Investments
DECREASED1,2631,273-10-1%$172.3K$160.0K-$12.3K2026-10-30
Blue Bell Private Wealth Management, LLC
DECREASED1,2601,524-264-17%$206.4K$159.7K-$46.7K2026-10-29
GK Wealth Management LLC
NEW1,245—+1,245——$157.7K—2026-10-09
Monetary Solutions, Ltd
UNCHANGED1,1931,19300%$161.5K$151.2K-$10.4K2026-10-22
Tidemark, LLC
INCREASED1,175963+212+22%$130.4K$148.9K+$18.5K2026-11-09
Mascoma Wealth Management LLC
DECREASED1,1651,167-20%$158.0K$147.6K-$10.4K2026-10-23
WPG Advisers, LLC
DECREASED1,1531,191-38-3%$161.3K$146.1K-$15.2K2026-10-27
Silvant Capital Management LLC
UNCHANGED1,1461,14600%$155.2K$145.2K-$9.9K2026-11-09
Hoese & Co LLP
DECREASED1,1001,600-500-31%$216.6K$139.4K-$77.2K2026-10-21
New England Capital Financial Advisors LLC
INCREASED1,0881,080+8+1%$146.3K$137.9K-$8.4K2026-11-03
Fulcrum Asset Management LLP
INCREASED1,085831+254+31%$115.2K$139.6K+$24.4K2026-11-04
CrossGen Wealth, LLC
DECREASED1,0811,108-27-2%$150.0K$137.0K-$13.0K2026-10-30
Darwin Wealth Management, LLC
INCREASED1,063844+219+26%$114.4K$134.8K+$20.4K2026-11-09
James T. Borello RIA
INCREASED1,036999+37+4%$135.3K$131.3K-$4.0K2026-10-16
Brown Shipley& Co Ltd
UNCHANGED1,0061,00600%$136.2K$127.5K-$8.7K2026-10-09
Barrett & Company, Inc.
DECREASED9981,264-266-21%$171.1K$126.5K-$44.7K2026-10-22
True Wealth Design, LLC
DECREASED9941,835-841-46%$248.5K$126.0K-$122.5K2026-10-13
Financial Freedom, LLC
NEW992—+992——$125.7K—2026-11-06
Miller Wealth Advisors, LLC
UNCHANGED95195100%$128.8K$120.5K-$8.3K2026-11-02
Roble, Belko & Company, Inc
INCREASED950939+11+1%$127.0K$120-$126.9K2026-11-09
Bell Investment Advisors, Inc
INCREASED936625+311+50%$84.6K$118.6K+$34.0K2026-10-29
Hoertkorn Richard Charles
UNCHANGED93093000%$125.9K$117.9K-$8.1K2026-11-04
Winch Advisory Services, LLC
INCREASED907899+8+1%$121.7K$115.0K-$6.7K2026-11-06
Hughes Financial Services, LLC
DECREASED8831,054-171-16%$142.7K$118.1K-$24.6K2026-10-30
Rachor Investment Advisory Services, LLC
INCREASED869867+2+0%$117.4K$110.1K-$7.3K2026-10-29
Fairscale Capital, LLC
INCREASED868865+3+0%$117.1K$119.2K+$2.1K2026-11-04
Intesa Sanpaolo Wealth Management
DECREASED8671,015-148-15%$137.4K$109.9K-$27.6K2026-10-28
Financial Network Wealth Advisors LLC
INCREASED865786+79+10%$106.4K$109.6K+$3.2K2026-10-28
First Community Trust NA
DECREASED8611,123-262-23%$152.1K$109.1K-$42.9K2026-10-07
Paladin Advisory Group, LLC
UNCHANGED85885800%$116.2K$108.7K-$7.4K2026-11-09
Morse Asset Management, Inc
DECREASED843878-35-4%$118.8K$106.8K-$12.0K2026-11-09
IAG Wealth Partners, LLC
DECREASED8421,464-622-42%$198.2K$106.7K-$91.5K2026-11-06
PlanVest Financial, Inc
INCREASED842839+3+0%$113.7K$106.7K-$7.0K2026-11-09
Olistico Wealth, LLC
UNCHANGED83283200%$112.7K$105.4K-$7.2K2026-10-05
Proathlete Wealth Management LLC
INCREASED827634+193+30%$86.0K$104.9K+$18.9K2026-10-15
Roxbury Financial LLC
INCREASED782719+63+9%$97.4K$99.1K+$1.7K2026-10-01
William Mack & Associates, Inc.
NEW775—+775——$98.2K—2026-10-27
Cypress Capital Management LLC (WY)
UNCHANGED77477400%$104.8K$98.1K-$6.7K2026-11-09
Bullock Wealth Management Group
INCREASED745739+6+1%$104.3K$93.5K-$10.7K2026-10-09
Marshall & Sterling Wealth Advisors Inc.
INCREASED742725+17+2%$98.2K$94.0K-$4.2K2026-10-28
Financial Management Professionals, Inc.
DECREASED7141,270-556-44%$172.0K$90.5K-$81.5K2026-10-23
Entrust Financial LLC
DECREASED714781-67-9%$105.7K$90.4K-$15.3K2026-11-04
Sankala Group LLC
DECREASED703958-255-27%$134.8K$89.3K-$45.6K2026-11-09
Vision Financial Markets LLC
INCREASED700549+151+28%$74.8K$88.5K+$13.7K2026-10-22
DiNuzzo Private Wealth, Inc.
DECREASED688693-5-1%$93.8K$87.2K-$6.6K2026-10-16
Nfsg Corp
DECREASED685691-6-1%$93.6K$86.9K-$6.7K2026-10-15
Highland Investment Advisors LLC
DECREASED684725-41-6%$98.2K$86.7K-$11.5K2026-11-09
AXS Investments LLC
DECREASED674894-220-25%$121.0K$85.4K-$35.6K2026-11-04
Intelligent Financial Strategies
UNCHANGED66866800%$90.5K$84.7K-$5.8K2026-10-16
One River Asset Management, LLC
DECREASED642873-231-26%$118.2K$81.4K-$36.9K2026-10-21
Investment Research & Advisory Group, Inc.
INCREASED634245+389+159%$36.5K$90.5K+$54.0K2026-10-19
Friedenthal Financial
INCREASED6305+625+12500%$685$79.8K+$79.2K2026-10-27
Beacon Financial Strategies Corp
UNCHANGED62862800%$85.0K$79.6K-$5.5K2026-10-14
Acumen Wealth Advisors, LLC
INCREASED627592+35+6%$80.2K$79.5K-$7032026-11-05
Gleason Group, Inc.
INCREASED622615+7+1%$83.3K$78.8K-$4.4K2026-10-15
Dogwood Wealth Management LLC
DECREASED5932,388-1,795-75%$323.3K$75.1K-$248.2K2026-11-09
High Point Wealth Management, LLC
UNCHANGED58858800%$79.7K$74.6K-$5.1K2026-11-05
Harbor Asset Planning, Inc.
UNCHANGED57457400%$77.7K$72.7K-$5.0K2026-10-23
Adkins Seale Capital Management LLC
UNCHANGED55855800%$75.6K$70.7K-$4.8K2026-10-27
Buck Wealth Strategies, LLC
INCREASED551367+184+50%$49.7K$69.8K+$20.1K2026-10-28
Arlington Trust Co LLC
DECREASED545722-177-25%$97.8K$69.1K-$28.7K2026-10-20
Accordant Advisory Group Inc
UNCHANGED54154100%$73.3K$68.6K-$4.7K2026-10-29
Rothwell Investment Advisors, LLC
NEW537—+537——$68.0K—2026-11-06
Ares Financial Consulting, LLC
INCREASED533511+22+4%$69.2K$67.5K-$1.6K2026-10-19
Sfam, LLC
DECREASED531726-195-27%$98.3K$67.2K-$31.0K2026-11-03
Newton One Investments LLC
DECREASED524646-122-19%$87.5K$66.4K-$21.1K2026-10-14
Glass Jacobson Investment Advisors llc
DECREASED520592-72-12%$80.2K$65.9K-$14.3K2026-10-26
Comprehensive Financial Planning, Inc.
INCREASED519516+3+1%$69.8K$65.9K-$3.9K2026-10-27
Miller Global Investments, LLC
UNCHANGED51051000%$69.1K$64.6K-$4.4K2026-10-02
Redwood Park Advisors LLC
INCREASED505470+35+7%$63.6K$64.0K+$3872026-11-02
Aspect Partners, LLC
INCREASED501499+2+0%$67.6K$63.5K-$4.1K2026-10-20
Kings Path Partners LLC
UNCHANGED50050000%$67.7K$63.4K-$4.3K2026-10-21
Reyes Financial Architecture, Inc.
UNCHANGED50050000%$67.7K$63.4K-$4.3K2026-10-22
Zeit Capital LLC
UNCHANGED50050000%$67.7K$63.4K-$4.3K2026-10-19
LFA - Lugano Financial Advisors SA
DECREASED497697-200-29%$94.4K$63.0K-$31.4K2026-11-03
Moisand Fitzgerald Tamayo, LLC
INCREASED495403+92+23%$54.5K$62.7K+$8.2K2026-10-15
Holos Integrated Wealth LLC
INCREASED489185+304+164%$26.8K$65.3K+$38.5K2026-10-23
Fortitude Family Office, LLC
INCREASED484429+55+13%$58.1K$61.3K+$3.2K2026-10-14
Abound Wealth Management
INCREASED460133+327+246%$18.0K$58.3K+$40.3K2026-10-26
Prudent Man Investment Management, Inc.
UNCHANGED46046000%$66.0K$58.3K-$7.7K2026-11-03
Central Pacific Bank - Trust Division
DECREASED4562,641-2,185-83%$357.6K$57.8K-$299.8K2026-10-06
Keystone Financial Group, Inc.
UNCHANGED45345300%$61.3K$57.4K-$3.9K2026-10-13
Rydar Equities, Inc.
NEW450—+450——$55.6K—2026-10-13
Downshift Financial, LLC
DECREASED433442-9-2%$59.8K$54.9K-$5.0K2026-10-13
Lodestone Wealth Management LLC
UNCHANGED43043000%$58.2K$54.4K-$3.8K2026-10-14
Catalyst Capital Advisors LLC
INCREASED427389+38+10%$52.7K$54.1K+$1.4K2026-11-02
Toews Corp
UNCHANGED42442400%$57.4K$53.7K-$3.7K2026-11-09
Addison Advisors LLC
INCREASED423329+94+29%$44.5K$53.6K+$9.1K2026-11-06
Gold Investment Management Ltd.
DECREASED419676-257-38%$91.5K$53.1K-$38.4K2026-10-19
Putney Financial Group LLC
NEW412—+412——$52.2K—2026-10-30
Essential Investment Partners LLC
DECREASED4015,394-4,993-93%$730.3K$50.8K-$679.5K2026-10-27
Burkett Financial Services, LLC
INCREASED397392+5+1%$53.1K$50.3K-$2.8K2026-10-01
Phillip James Consulting Co.
DECREASED394403-9-2%$54.6K$49.9K-$4.6K2026-11-03
Murphy & Mullick Capital Management Corp
INCREASED393391+2+1%$53.0K$49.8K-$3.2K2026-11-02
PFS Partners, LLC
INCREASED383379+4+1%$51.3K$48.6K-$2.8K2026-10-21
Cromwell Holdings LLC
DECREASED3802,283-1,903-83%$309.1K$48.2K-$261.0K2026-10-28
Burk Holdings LLC
DECREASED380438-58-13%$59.3K$48.2K-$11.2K2026-11-05
Kingdom Financial Group Llc.
INCREASED380364+16+4%$49.3K$48.1K-$1.2K2026-11-04
Evolution Wealth Management Inc.
DECREASED366465-99-21%$63.0K$46.4K-$16.6K2026-10-28
Kroeger Financial Partners
UNCHANGED36636600%$49.6K$46.4K-$3.2K2026-10-19
Ulland Investment Advisors, LLC
DECREASED363428-65-15%$58$46-$122026-10-13
Signature Resources Capital Management, LLC
INCREASED362324+38+12%$43.9K$45.9K+$2.0K2026-10-16
Asset Planning,Inc
DECREASED360472-112-24%$63.9K$45.6K-$18.3K2026-10-26
Align Financial, LLC
INCREASED360345+15+4%$46.7K$45.6K-$1.1K2026-10-16
Your Advocates Ltd., LLP
INCREASED357353+4+1%$47.8K$45.2K-$2.6K2026-11-03
Balance Wealth Partners LLC
NEW354—+354——$44.8K—2026-10-27
United Financial Planning Group LLC
UNCHANGED33933900%$45.9K$43.0K-$2.9K2026-11-04
Planning Strategies Inc.
INCREASED338267+71+27%$36.2K$42.8K+$6.7K2026-10-02
RMG Wealth Management LLC
INCREASED338314+24+8%$43.6K$46.7K+$3.2K2026-10-26
Cheviot Value Management, LLC
UNCHANGED33233200%$45.0K$42.1K-$2.9K2026-11-09
Greykasell Wealth Strategies, Inc.
UNCHANGED32932900%$44.5K$41.7K-$2.9K2026-11-09
IFS Advisors, LLC
NEW326—+326——$41.4K—2026-10-14
Cdkv Holdings LLC
UNCHANGED32232200%$43.6K$40.8K-$2.8K2026-10-28
Hager Investment Management Services, LLC
DECREASED321329-8-2%$44.5K$40.7K-$3.9K2026-11-04
Mountain Hill Investment Partners Corp.
NEW320—+320——$40.6K—2026-10-23
Tsfg, LLC
DECREASED3082,058-1,750-85%$279.0K$39-$279.0K2026-10-23
Cedar Mountain Advisors, LLC
UNCHANGED30430400%$41.2K$38.5K-$2.6K2026-10-15
Maryland Capital Advisors Inc.
DECREASED300407-107-26%$55.1K$38.0K-$17.1K2026-10-15
Bay Harbor Wealth Management, LLC
INCREASED298294+4+1%$39.9K$37.8K-$2.0K2026-11-03
Avion Wealth
INCREASED296283+13+5%$38.0K$37-$38.0K2026-11-04
Joseph Group Capital Management
INCREASED280238+42+18%$32.2K$35.5K+$3.3K2026-11-04
Pacific Center for Financial Services
INCREASED280278+2+1%$37.7K$35.5K-$2.1K2026-10-15
Quest 10 Wealth Builders, Inc.
INCREASED274141+133+94%$19.1K$34.7K+$15.6K2026-11-02
Retirement Wealth Solutions LLC
INCREASED274248+26+10%$33.5K$34.7K+$1.2K2026-10-07
High Note Wealth, LLC
DECREASED270322-52-16%$43.6K$34.2K-$9.4K2026-10-27
Covestor Ltd
DECREASED269271-2-1%$37.0K$34-$37.0K2026-10-30
Kozak & Associates, Inc.
DECREASED2671,283-1,016-79%$181.1K$35.4K-$145.7K2026-10-29
Highline Wealth Partners LLC
INCREASED266258+8+3%$35.0K$33.7K-$1.3K2026-10-19
Virginia Estate & Retirement Planning Advisors Inc.
UNCHANGED26026000%$35.2K$32.9K-$2.3K2026-10-14
Bare Financial Services, Inc
INCREASED247201+46+23%$27.2K$31.3K+$4.1K2026-11-04
Dynamic Wealth Strategies, LLC
UNCHANGED22022000%$29.8K$27.9K-$1.9K2026-10-16
Atlantic Private Wealth, LLC
DECREASED210215-5-2%$29.1K$26.6K-$2.5K2026-11-09
Networth Advisors, LLC
INCREASED209207+2+1%$28.0K$26.5K-$1.5K2026-11-03
Next Level Wealth Planning, LLC
NEW207—+207——$26.3K—2026-10-29
Polaris Financial Partners
NEW201—+201——$26—2026-10-02
MH & Associates Securities Management Corp
UNCHANGED20020000%$27.1K$25.3K-$1.7K2026-10-30
Noble Wealth Management PBC
UNCHANGED20020000%$27.1K$25.3K-$1.7K2026-10-01
Sarver Vrooman Wealth Advisors
DECREASED195336-141-42%$47.9K$24.7K-$23.2K2026-10-01
Jcic Asset Management Inc.
UNCHANGED19519500%$30.3K$24.7K-$5.6K2026-10-30
Sima Wealth Partners, LLC
UNCHANGED19519500%$26.4K$24.7K-$1.7K2026-10-19
Creative Capital Management Investments LLC
DECREASED189203-14-7%$27.5K$24.0K-$3.5K2026-10-28
Activest Wealth Management
INCREASED187164+23+14%$22.2K$23.7K+$1.5K2026-10-15
Montgomery Financial Services LLC
INCREASED186185+1+1%$25.0K$23.6K-$1.4K2026-11-03
Private Wealth Management Group, LLC
INCREASED18521+164+781%$2.8K$23.4K+$20.6K2026-10-19
Foresight Capital Management Advisors, Inc.
NEW178—+178——$22.6K—2026-10-27
Advocate Investing Services LLC
INCREASED173100+73+73%$13.5K$21.9K+$8.4K2026-10-26
DecisionPoint Financial, LLC
INCREASED15217+135+794%$2.4K$19.1K+$16.7K2026-10-27
John Boyer, Inc.
NEW151—+151——$19.1K—2026-10-27
Whipplewood Advisors, LLC
DECREASED150176-26-15%$23.8K$19.0K-$4.8K2026-10-20
Daytona Street Capital LLC
UNCHANGED14014000%$19.2K$17.5K-$1.7K2026-10-15
UMB Private Wealth Management, LLC
NEW139—+139——$17.6K—2026-10-19
Paladin Partners, LLC
UNCHANGED12912900%$17.5K$16.3K-$1.1K2026-10-06
Aventus Investment Advisors, Inc.
UNCHANGED12912900%$17.5K$16.3K-$1.1K2026-10-09
Breakwater Investment Management
INCREASED12898+30+31%$13.3K$16.2K+$3.0K2026-10-20
Atlantic Edge Private Wealth Management, LLC
UNCHANGED12212200%$16.5K$15.5K-$1.1K2026-10-20
Peterson Wealth Services
UNCHANGED11611600%$15.7K$14.7K-$1.0K2026-10-26
Tounjian Advisory Partners, LLC
DECREASED111139-28-20%$18.8K$14.0K-$4.8K2026-11-04
Lynch Investment Planning, LLC
NEW107—+107——$13.6K—2026-10-27
Decker Retirement Planning Inc.
NEW106—+106——$13.4K—2026-10-19
Bradley & Co. Private Wealth Management, LLC
UNCHANGED10510500%$14.2K$13.3K-$9122026-10-23
Syntax Research, Inc.
UNCHANGED10010000%$13.5K$12.7K-$8682026-11-04
Caitong International Asset Management Co., Ltd
NEW95—+95——$12.0K—2026-10-29
Midwest Capital Advisors, LLC
UNCHANGED848400%$11.3K$10.6K-$7272026-11-04
Sunrise Financial Services, LLC
UNCHANGED838300%$11.2K$10.5K-$7202026-10-21
Valued Wealth Advisors LLC
DECREASED7895-17-18%$12.9K$9.9K-$2.9K2026-11-05
Y.D. More Investments Ltd
INCREASED7515+60+400%$2.0K$9.5K+$7.5K2026-11-02
PayPay Securities Corp
DECREASED7598-23-23%$13.3K$9.5K-$3.8K2026-10-27
Davis Capital Management
INCREASED6756+11+20%$7.6K$8.5K+$9082026-10-08
IMG Wealth Management, Inc.
DECREASED66113-47-42%$15.3K$8.4K-$6.9K2026-10-27
Livelsberger Financial Advisory
NEW65—+65——$8.2K—2026-10-28
Dhjj Financial Advisors, Ltd.
DECREASED6566-1-2%$8.9K$8.2K-$7002026-10-23
Quaker Wealth Management, LLC
DECREASED63796-733-92%$107.8K$8.0K-$99.9K2026-10-22
Clark Wealth Partners
DECREASED6195-34-36%$12.8K$7.7K-$5.1K2026-10-19
Nvest Wealth Strategies, Inc.
UNCHANGED606000%$8.1K$7.6K-$5202026-10-14
Transce3nd, LLC
INCREASED5948+11+23%$6.6K$7.9K+$1.4K2026-10-26
Fairman Group, LLC
UNCHANGED585800%$7.9K$7.4K-$5032026-10-26
Torren Management, LLC
INCREASED5126+25+96%$3.5K$6.5K+$3.0K2026-10-29
Strategic Advocates LLC
UNCHANGED373700%$5.0K$4.7K-$3212026-11-03
Sherman Asset Management, Inc.
DECREASED36358-322-90%$48.5K$4.6K-$43.9K2026-11-05
Key Capital Management, Inc
DECREASED3335-2-6%$4.7K$4.2K-$5572026-11-03
Cornerstone National Bank & Trust Co
UNCHANGED333300%$4.7K$4.1K-$5132026-10-20
Ironwood Wealth Management, Inc.
NEW32—+32——$4.1K—2026-10-14
Western Pacific Wealth Management, LP
UNCHANGED303000%$4.1K$3.8K-$2602026-10-16
Hurley Capital, LLC
DECREASED2730-3-10%$4.0K$3.5K-$4702026-11-05
Portfolio Resources Advisor Group, Inc.
NEW26—+26——$3.3K—2026-10-20
Collier Financial
UNCHANGED252500%$3.4K$3.2K-$2172026-11-06
Morton Brown Family Wealth, LLC
DECREASED2129-8-28%$3.9K$2.7K-$1.3K2026-10-23
Steph & Co
UNCHANGED212100%$2.8K$2.7K-$1822026-10-07
POM Investment Strategies, LLC
UNCHANGED202000%$2.7K$2.6K-$1612026-10-20
Navigoe, LLC
INCREASED1711+6+55%$1$2+$12026-11-04
CKW Financial Group
NEW10—+10——$1—2026-10-29
Palladiem, LLC
UNCHANGED101000%$1.4K$1.3K-$872026-11-09
Park Square Financial Group, LLC
UNCHANGED8800%$1.1K$1.0K-$692026-11-09
Legacy Bridge, LLC
UNCHANGED7700%$948$888-$602026-10-28
3 Factor Indexing, LLC
DECREASED4270-266-99%$36.6K$507-$36.1K2026-10-15
McCarley & Cook Financial Planners
UNCHANGED2200%$271$253-$182026-10-21
RHL Group, LLC
DECREASED179-78-99%$10.7K$131-$10.5K2026-11-04
RWC Asset Management LLP
CLOSED0170,924-170,924-100%$23.1M$0-$23.1M2026-10-22
Y-Intercept (Hong Kong) Ltd
CLOSED052,068-52,068-100%$7.1M$0-$7.1M2026-10-16
TrueMark Investments, LLC
CLOSED050,070-50,070-100%$6.8M$0-$6.8M2026-11-05
AIA Group Ltd
CLOSED028,796-28,796-100%$3.9M$0-$3.9M2026-10-30
TKG Advisors, LLC
CLOSED022,616-22,616-100%$3.1M$0-$3.1M2026-11-02
G&S Capital LLC
CLOSED021,562-21,562-100%$2.9M$0-$2.9M2026-10-23
Eagle Capital Management, LLC
CLOSED019,953-19,953-100%$2.7K$0-$2.7K2026-10-19
M3 Wealth Management, LLC
CLOSED015,202-15,202-100%$2.1M$0-$2.1M2026-11-09
Brookmont Capital Management
CLOSED014,856-14,856-100%$2.0M$0-$2.0M2026-10-23
Titan Investment Management LLC
CLOSED014,069-14,069-100%$1.9M$0-$1.9M2026-10-22
Bochk Asset Management Ltd
CLOSED013,000-13,000-100%$1.8M$0-$1.8M2026-10-29
Baypointe Partners LLC
CLOSED010,000-10,000-100%$1.4M$0-$1.4M2026-10-22
Lummis Asset Management, LP
CLOSED09,647-9,647-100%$1.3M$0-$1.3M2026-11-09
Iams Wealth Management, LLC
CLOSED09,437-9,437-100%$1.3M$0-$1.3M2026-10-15
Hardworking Capital Advisors, LLC
CLOSED07,691-7,691-100%$1.0M$0-$1.0M2026-10-20
Chesapeake Capital Corp
CLOSED07,597-7,597-100%$1.0M$0-$1.0M2026-11-09
Wellington Shields & Co., LLC
CLOSED06,710-6,710-100%$908.5K$0-$908.5K2026-11-03
Counterpoint Mutual Funds LLC
CLOSED05,759-5,759-100%$779.8K$0-$779.8K2026-10-16
Legacy CG, LLC
CLOSED04,854-4,854-100%$657.2K$0-$657.2K2026-10-30
World Equity Group, Inc.
CLOSED04,578-4,578-100%$619.9K$0-$619.9K2026-10-14
Prairie Advisory, LLC
CLOSED04,544-4,544-100%$615.3K$0-$615.3K2026-10-19
CPA Asset Management Group, LLC
CLOSED04,474-4,474-100%$605.8K$0-$605.8K2026-10-26
Waycross Partners, LLC
CLOSED04,433-4,433-100%$600.2K$0-$600.2K2026-11-03
Pacific Excel Wealth Advisors, Inc.
CLOSED04,252-4,252-100%$575.7K$0-$575.7K2026-10-27
Shah Wealth Advisors, LLC
CLOSED04,096-4,096-100%$554.6K$0-$554.6K2026-11-06
PCG Asset Management, LLC
CLOSED03,655-3,655-100%$494.9K$0-$494.9K2026-11-05
Sunpointe, LLC
CLOSED02,961-2,961-100%$400.9K$0-$400.9K2026-10-22
Drive Wealth Management, LLC
CLOSED02,691-2,691-100%$364.4K$0-$364.4K2026-11-09
Spectrum Strategic Capital Management, LLC
CLOSED02,660-2,660-100%$360.2K$0-$360.2K2026-10-22
Hofer & Associates. Inc
CLOSED02,649-2,649-100%$358.6K$0-$358.6K2026-10-13
Cypress Financial Planning LLC
CLOSED02,642-2,642-100%$357.7K$0-$357.7K2026-10-09
Wellington Shields Capital Management, LLC
CLOSED02,639-2,639-100%$357.4K$0-$357.4K2026-11-03
Greenspring Advisors, LLC
CLOSED02,635-2,635-100%$356.7K$0-$356.7K2026-11-05
Strata Wealth Advisors, LLC
CLOSED02,520-2,520-100%$341.2K$0-$341.2K2026-10-16
Johnson Financial Group, LLC
CLOSED02,506-2,506-100%$339.3K$0-$339.3K2026-11-03
Sound Financial Strategies Group, LLC
CLOSED02,501-2,501-100%$338.6K$0-$338.6K2026-10-30
Opal Wealth Advisors, LLC
CLOSED02,336-2,336-100%$316.3K$0-$316.3K2026-10-16
AGF Management LTD
CLOSED02,311-2,311-100%$312.9K$0-$312.9K2026-11-03
Wealth Science Advisors LLC
CLOSED02,295-2,295-100%$310.7K$0-$310.7K2026-10-09
QTR Family Wealth, LLC
CLOSED02,290-2,290-100%$310.0K$0-$310.0K2026-11-02
Investment Research Partners LLC
CLOSED02,233-2,233-100%$302.3K$0-$302.3K2026-10-19
Midwest Financial Partners Investments, Inc.
CLOSED02,227-2,227-100%$301.5K$0-$301.5K2026-10-08
Brucke Financial, Inc.
CLOSED02,170-2,170-100%$293.8K$0-$293.8K2026-10-23
National Wealth Management Group, LLC
CLOSED01,997-1,997-100%$270.3K$0-$270.3K2026-10-26
ABC Arbitrage SA
CLOSED01,992-1,992-100%$269.7K$0-$269.7K2026-10-23
Alpha Zero LLC
CLOSED01,946-1,946-100%$271.3K$0-$271.3K2026-11-06
Riversedge Advisors, LLC
CLOSED01,905-1,905-100%$257.9K$0-$257.9K2026-10-09
AGH Wealth Advisors, LLC
CLOSED01,864-1,864-100%$252.4K$0-$252.4K2026-10-26
Avail Investment Partners, LLC
CLOSED01,857-1,857-100%$251.4K$0-$251.4K2026-10-16
Kendall Capital Management
CLOSED01,841-1,841-100%$249.3K$0-$249.3K2026-10-23
Luts & Greenleigh Group, Inc.
CLOSED01,834-1,834-100%$248.4K$0-$248.4K2026-11-05
Saxon Interests, Inc.
CLOSED01,822-1,822-100%$246.7K$0-$246.7K2026-10-26
Howard Bailey Securities, LLC
CLOSED01,763-1,763-100%$238.8K$0-$238.8K2026-10-27
Colonial River Investments, LLC
CLOSED01,762-1,762-100%$238.6K$0-$238.6K2026-10-19
Walser Wealth Management Company, A Ltd Liability Co
CLOSED01,718-1,718-100%$232.6K$0-$232.6K2026-10-15
Moller Wealth Partners
CLOSED01,716-1,716-100%$232.3K$0-$232.3K2026-10-15
Grant Private Wealth Management Inc
CLOSED01,710-1,710-100%$231.5K$0-$231.5K2026-10-19
J. Derek Lewis & Associates Inc.
CLOSED01,709-1,709-100%$231.4K$0-$231.4K2026-11-03
Teamwork Financial Advisors, LLC
CLOSED01,678-1,678-100%$227.2K$0-$227.2K2026-10-19
BankChampaign, National Association
CLOSED01,667-1,667-100%$225.7K$0-$225.7K2026-10-19
Arlington Partners LLC
CLOSED01,666-1,666-100%$225.6K$0-$225.6K2026-10-20
One Day In July LLC
CLOSED01,656-1,656-100%$224.2K$0-$224.2K2026-10-30
Zinnia Wealth Advisory, LLC
CLOSED01,628-1,628-100%$220.4K$0-$220.4K2026-11-06
Gaddis Premier Wealth Advisors LLC
CLOSED01,603-1,603-100%$217.0K$0-$217.0K2026-10-29
Clark Financial Services Group Inc
CLOSED01,594-1,594-100%$215.8K$0-$215.8K2026-10-19
Kohmann Bosshard Financial Services, LLC
CLOSED01,591-1,591-100%$215.4K$0-$215.4K2026-11-04
Phillips Financial Management, LLC
CLOSED01,584-1,584-100%$214.5K$0-$214.5K2026-10-19
Seven Mile Advisory
CLOSED01,582-1,582-100%$214.3K$0-$214.3K2026-10-22
AMG Asset Management Group, Inc.
CLOSED01,579-1,579-100%$213.8K$0-$213.8K2026-10-21
Semus Wealth Partners LLC
CLOSED01,565-1,565-100%$211.9K$0-$211.9K2026-10-22
Navalign, LLC
CLOSED01,560-1,560-100%$211.3K$0-$211.3K2026-11-09
Mine & Arao Wealth Creation & Management, Llc.
CLOSED01,558-1,558-100%$211.0K$0-$211.0K2026-10-29
Atlas Wealth Partners, LLC
CLOSED01,556-1,556-100%$210.7K$0-$210.7K2026-11-03
Directional Asset Management
CLOSED01,554-1,554-100%$210.4K$0-$210.4K2026-10-22
Good Harbor Advisors, Inc.
CLOSED01,551-1,551-100%$210.0K$0-$210.0K2026-10-20
C2c Wealth Management, LLC
CLOSED01,548-1,548-100%$209.6K$0-$209.6K2026-10-20
Wealth Effects LLC
CLOSED01,534-1,534-100%$207.7K$0-$207.7K2026-10-23
Walker Asset Management, LLC
CLOSED01,527-1,527-100%$206.8K$0-$206.8K2026-10-13
Mullaney, Keating & Wright, Inc.
CLOSED01,526-1,526-100%$206.6K$0-$206.6K2026-10-19
BCR Wealth Strategies, LLC
CLOSED01,526-1,526-100%$206.0K$0-$206.0K2026-11-06
Harrell Investment Partners, LLC
CLOSED01,518-1,518-100%$205.5K$0-$205.5K2026-10-15
Guardian Capital, LLC
CLOSED01,511-1,511-100%$204.6K$0-$204.6K2026-11-06
Correct Capital Wealth Management
CLOSED01,507-1,507-100%$204.1K$0-$204.1K2026-11-02
tru Independence LLC
CLOSED01,507-1,507-100%$204.0K$0-$204.0K2026-10-20
Peterson Wealth Advisors, LLC
CLOSED01,500-1,500-100%$203.1K$0-$203.1K2026-10-08
Orgel Wealth Management, LLC
CLOSED01,500-1,500-100%$203.1K$0-$203.1K2026-10-14
Park Capital Management, LLC / WI
CLOSED01,490-1,490-100%$201.7K$0-$201.7K2026-10-13
Stonekeep Investments, LLC
CLOSED01,488-1,488-100%$201$0-$2012026-10-15
Mezzasalma Advisors, LLC
CLOSED01,482-1,482-100%$200.6K$0-$200.6K2026-10-14
Financial Partners Group, Inc
CLOSED01,478-1,478-100%$200.1K$0-$200.1K2026-10-19
Insight Wealth Strategies, LLC
CLOSED01,440-1,440-100%$203.3K$0-$203.3K2026-10-09
Robinswood Financial LLC
CLOSED01,203-1,203-100%$162.9K$0-$162.9K2026-10-20
Munich Reinsurance Co Stock Corp in Munich
CLOSED0853-853-100%$115.5K$0-$115.5K2026-10-30
Bullseye Investment Management, LLC
CLOSED0843-843-100%$114.1K$0-$114.1K2026-10-29
Cornerstone Planning Group LLC
CLOSED0689-689-100%$93.5K$0-$93.5K2026-10-16
Evolution Advisers, Inc.
CLOSED0528-528-100%$71.0K$0-$71.0K2026-11-06
Strategic Wealth Advisors LLC
CLOSED0485-485-100%$69$0-$692026-11-06
Spectrum Wealth Advisory Group, LLC
CLOSED0385-385-100%$52.1K$0-$52.1K2026-10-29
Atlatl Advisers LLC
CLOSED0229-229-100%$31.0K$0-$31.0K2026-10-22
Marquette Asset Management, LLC
CLOSED0164-164-100%$22.2K$0-$22.2K2026-10-09
Migdal Insurance & Financial Holdings Ltd.
CLOSED0126-126-100%$17.1K$0-$17.1K2026-11-09
Brooklyn FI, LLC
CLOSED0122-122-100%$16.5K$0-$16.5K2026-11-05
Vermillion Wealth Management, Inc.
CLOSED0111-111-100%$15.0K$0-$15.0K2026-10-26
SBK Financial, Inc.
CLOSED0102-102-100%$13.8K$0-$13.8K2026-11-02
Contravisory Investment Management, Inc.
CLOSED074-74-100%$10.0K$0-$10.0K2026-10-13
Halbert Hargrove Global Advisors, LLC
CLOSED013-13-100%$1.8K$0-$1.8K2026-10-16
Fiduciary Advisors, Inc.
CLOSED010-10-100%$1.4K$0-$1.4K2026-10-16
Horizon Financial Services, LLC
DECREASED070-70-100%$9.5K$0-$9.5K2026-11-04
BlackRock, Inc.
N/A—118,281,854-118,281,854-100%$16.0B———
Vanguard Capital Management LLC
N/A—89,257,968-89,257,968-100%$12.1B———
State Street Corp
N/A—60,406,932-60,406,932-100%$8.2B———
Invesco Ltd.
N/A—43,113,398-43,113,398-100%$5.8B———
Vanguard Portfolio Management LLC
N/A—37,159,425-37,159,425-100%$5.0B———
Charles Schwab Investment Management Inc
N/A—36,096,064-36,096,064-100%$4.9B———
JPMorgan Chase & Co
N/A—30,596,336-30,596,336-100%$4.2B———
Morgan Stanley
N/A—26,615,206-26,615,206-100%$3.6B———
Bank of America Corp
N/A—20,350,877-20,350,877-100%$2.8B———
Norges Bank
N/A—19,416,811-19,416,811-100%$2.6B———
Goldman Sachs Group Inc
N/A—16,937,736-16,937,736-100%$2.3B———
Northern Trust Corp
N/A—14,311,127-14,311,127-100%$1.9B———
Franklin Resources Inc
N/A—12,328,717-12,328,717-100%$1.7B———
UBS Asset Management Americas LLC
N/A—11,817,684-11,817,684-100%$1.6B———
Wells Fargo & Company
N/A—11,271,489-11,271,489-100%$1.5B———
Legal & General Group Plc
N/A—8,864,652-8,864,652-100%$1.2B———
Royal Bank of Canada
N/A—8,157,090-8,157,090-100%$1.1B———
Vanguard Fiduciary Trust Co
N/A—7,694,805-7,694,805-100%$1.0B———
UBS Group AG
N/A—6,549,761-6,549,761-100%$886.8M———
Massachusetts Financial Services Co
N/A—6,463,867-6,463,867-100%$887.4M———
FMR LLC
N/A—6,265,018-6,265,018-100%$848.3M———
Stifel Financial Corp
N/A—6,239,792-6,239,792-100%$844.9M———
Ameriprise Financial Inc
N/A—5,992,809-5,992,809-100%$811.2M———
SG Americas Securities, LLC
N/A—5,444,829-5,444,829-100%$737.2M———
AQR Capital Management LLC
N/A—5,380,695-5,380,695-100%$728.5M———
Capital Research Global Investors
N/A—4,969,690-4,969,690-100%$672.9M———
First Trust Advisors LP
N/A—4,407,158-4,407,158-100%$596.7M———
Nuveen, LLC
N/A—4,385,530-4,385,530-100%$593.8M———
State Farm Mutual Automobile Insurance Co
N/A—4,160,441-4,160,441-100%$563.3M———
HSBC Holdings PLC
N/A—4,045,225-4,045,225-100%$548.6M———
Raymond James Financial Inc
N/A—3,992,806-3,992,806-100%$540.6M———
Price T Rowe Associates Inc
N/A—3,871,243-3,871,243-100%$524.2M———
Swiss National Bank
N/A—3,854,800-3,854,800-100%$521.9M———
HighTower Advisors, LLC
N/A—3,756,348-3,756,348-100%$508.6M———
Canada Pension Plan Investment Board
N/A—3,600,875-3,600,875-100%$487.6M———
Arrowstreet Capital, Limited Partnership
N/A—3,563,096-3,563,096-100%$482.4M———
Van Eck Associates Corp
N/A—3,546,901-3,546,901-100%$480.3M———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—3,537,915-3,537,915-100%$479.0M———
Qube Research & Technologies Ltd
N/A—3,525,088-3,525,088-100%$477.3M———
Federated Hermes, Inc.
N/A—3,398,714-3,398,714-100%$460.2M———
National Pension Service
N/A—3,368,195-3,368,195-100%$456.1M———
Vanguard Asset Management, Ltd
N/A—3,088,090-3,088,090-100%$418.1M———
Vanguard Global Advisers, LLC
N/A—3,014,232-3,014,232-100%$408.1M———
American Century Companies Inc
N/A—2,933,706-2,933,706-100%$397.2M———
BNP Paribas Financial Markets
N/A—2,831,808-2,831,808-100%$383.4M———
Wellington Management Group LLP
N/A—2,805,255-2,805,255-100%$379.8M———
California Public Employees Retirement System
N/A—2,783,102-2,783,102-100%$376.8M———
Victory Capital Management Inc
N/A—2,440,141-2,440,141-100%$330.4M———
Rhumbline Advisers
N/A—2,437,135-2,437,135-100%$330.0M———
Man Group plc
N/A—2,427,045-2,427,045-100%$328.6M———
TD Asset Management Inc
N/A—2,378,194-2,378,194-100%$322.0M———
Envestnet Asset Management Inc
N/A—2,361,530-2,361,530-100%$319.7M———
Alliancebernstein L.P.
N/A—2,274,206-2,274,206-100%$353.2M———
Capital Advisors Inc
N/A—2,222,392-2,222,392-100%$300.9M———
Voloridge Investment Management, LLC
N/A—2,156,186-2,156,186-100%$291.9M———
California State Teachers Retirement System
N/A—2,109,876-2,109,876-100%$285.7M———
Wellcome Trust LTD (the) as trustee of the Wellcome Trust
N/A—2,000,000-2,000,000-100%$270.8M———
Focus Partners Wealth
N/A—1,915,908-1,915,908-100%$259.4M———
BNP Paribas Asset Management Holding S.A.
N/A—1,903,376-1,903,376-100%$257.7M———
Allianz Asset Management GmbH
N/A—1,834,118-1,834,118-100%$248.3M———
Aviva PLC
N/A—1,728,381-1,728,381-100%$234.0M———
National Bank of Canada
N/A—1,722,181-1,722,181-100%$233.2M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—1,657,327-1,657,327-100%$224.8M———
Citadel Advisors LLC
N/A—1,631,488-1,631,488-100%$220.9M———
New York State Common Retirement Fund
N/A—1,516,462-1,516,462-100%$205.3M———
Bank of Nova Scotia
N/A—1,489,246-1,489,246-100%$201.6M———
Worldquant Millennium Advisors LLC
N/A—1,467,174-1,467,174-100%$198.7M———
Lazard Asset Management LLC
N/A—1,426,385-1,426,385-100%$193.1M———
Royal London Asset Management LTD
N/A—1,388,736-1,388,736-100%$188.0M———
Korea Investment Corp
N/A—1,381,945-1,381,945-100%$187.1M———
Marshall Wace, LLP
N/A—1,368,975-1,368,975-100%$185.4M———
Canada Life Assurance Co
N/A—1,292,822-1,292,822-100%$174.8M———
Mitsubishi UFJ Trust & Banking Corp
N/A—1,276,811-1,276,811-100%$172.9M———
Elliott Investment Management L.P.A
N/A—1,275,000-1,275,000-100%$172.6M———
Millennium Management LLC
N/A—1,262,259-1,262,259-100%$170.9M———
1832 Asset Management L.P.
N/A—1,256,760-1,256,760-100%$170.2M———
Schroder Investment Management Group
N/A—1,238,208-1,238,208-100%$171.7M———
APG Asset Management N.V.
N/A—1,226,499-1,226,499-100%$145.3M———
Jones Financial Companies Lllp
N/A—1,217,374-1,217,374-100%$171.6M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—1,182,467-1,182,467-100%$160.1M———
State Board of Administration of Florida Retirement System
N/A—1,161,913-1,161,913-100%$157.3M———
Nomura Asset Management Co LTD
N/A—1,146,228-1,146,228-100%$155.2M———
Capitolis Liquid Global Markets LLC
N/A—1,127,604-1,127,604-100%$152.7M———
Manufacturers Life Insurance Company, the
N/A—1,110,852-1,110,852-100%$150.4M———
Prudential Financial Inc
N/A—1,109,464-1,109,464-100%$150.2M———
Haverford Trust Co
N/A—1,108,434-1,108,434-100%$150.1M———
Storebrand Asset Management AS
N/A—1,058,125-1,058,125-100%$143.3M———
M&T Bank Corp
N/A—1,019,440-1,019,440-100%$138.0M———
Baird Financial Group, Inc.
N/A—1,013,808-1,013,808-100%$137.3M———
Quantinno Capital Management LP
N/A—1,002,386-1,002,386-100%$135.7M———
ING Groep NV
N/A—996,681-996,681-100%$135.0M———
Fayez Sarofim & Co
N/A—970,229-970,229-100%$131.4M———
Janney Montgomery Scott LLC
N/A—954,271-954,271-100%$129.2M———
Cerity Partners LLC
N/A—944,926-944,926-100%$127.9M———
Life Cycle Investment Partners Ltd
N/A—929,252-929,252-100%$125.8M———
Mariner, LLC
N/A—909,595-909,595-100%$123.2M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—883,175-883,175-100%$119.6M———
Nomura Asset Management International Inc.
N/A—865,208-865,208-100%$117.1M———
Caisse de Depot ET Placement DU Quebec
N/A—843,376-843,376-100%$114.2M———
Natixis Advisors, LLC
N/A—843,348-843,348-100%$114.2M———
Jennison Associates LLC
N/A—838,558-838,558-100%$113.5M———
Glenmede Trust Co NA
N/A—828,595-828,595-100%$112.2M———
Rockefeller Capital Management L.P.
N/A—826,694-826,694-100%$111.9M———
CIBC Bancorp USA Inc.
N/A—821,743-821,743-100%$111.6M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—817,165-817,165-100%$110.3M———
Adage Capital Partners GP, L.L.C.
N/A—815,979-815,979-100%$110.5M———
Susquehanna International Group, LLP
N/A—798,871-798,871-100%$108.2M———
Chevy Chase Trust Holdings, LLC
N/A—792,108-792,108-100%$107.3M———
DnB Asset Management AS
N/A—756,217-756,217-100%$102.4M———
State of Wisconsin Investment Board
N/A—743,002-743,002-100%$100.6M———
D. E. Shaw & Co., Inc.
N/A—736,519-736,519-100%$99.7M———
SEI Investments Co
N/A—734,512-734,512-100%$99.5M———
Voya Investment Management LLC
N/A—721,422-721,422-100%$97.7M———
Cetera Investment Advisers
N/A—718,928-718,928-100%$97.3M———
Trexquant Investment LP
N/A—713,199-713,199-100%$96.6M———
Vanguard Investments Australia, Ltd.
N/A—698,339-698,339-100%$94.6M———
KLP Kapitalforvaltning AS
N/A—658,396-658,396-100%$89.1M———
Commerce Bank
N/A—657,437-657,437-100%$89.0M———
Jupiter Asset Management LTD
N/A—649,459-649,459-100%$87.9M———
Teacher Retirement System of Texas
N/A—649,175-649,175-100%$87.9M———
Pacer Advisors, Inc.
N/A—641,102-641,102-100%$86.8M———
Zacks Investment Management
N/A—626,931-626,931-100%$84.9M———
Captrust Financial Advisors
N/A—613,343-613,343-100%$83.0M———
Empower Advisory Group, LLC
N/A—612,908-612,908-100%$83.0M———
Guggenheim Capital LLC
N/A—585,774-585,774-100%$79.3M———
Treasurer of the State of North Carolina
N/A—581,395-581,395-100%$78.7M———
First Financial Bankshares Inc
N/A—566,395-566,395-100%$76.7M———
Credit Agricole S A
N/A—558,873-558,873-100%$75.7M———
Two Sigma Investments, LP
N/A—544,758-544,758-100%$73.8M———
Johnson Investment Counsel Inc
N/A—542,756-542,756-100%$73.5M———
Osaic Holdings, Inc.
N/A—537,203-537,203-100%$72.8M———
Blair William & Co
N/A—533,851-533,851-100%$72.3M———
Scotia Capital Inc.
N/A—529,173-529,173-100%$71.7M———
Bartlett & Co. Wealth Management LLC
N/A—524,156-524,156-100%$71.0M———
Neuberger Berman Group LLC
N/A—520,269-520,269-100%$70.4M———
Public Employees Retirement System of Ohio
N/A—518,847-518,847-100%$70.3M———
State of Tennessee, Department of Treasury
N/A—502,054-502,054-100%$68.0M———
Resona Asset Management Co.,Ltd.
N/A—493,723-493,723-100%$67.2M———
Vinva Investment Management Ltd
N/A—492,931-492,931-100%$68.4M———
Mufg Securities Emea plc
N/A—492,421-492,421-100%$66.7M———
&partners
N/A—471,030-471,030-100%$63.7M———
Commerzbank Aktiengesellschaft
N/A—470,767-470,767-100%$63.7M———
Toronto Dominion Bank
N/A—465,426-465,426-100%$63.0M———
Pinebridge Investments LLC
N/A—458,485-458,485-100%$62.1M———
Clearbridge Investments, LLC
N/A—447,978-447,978-100%$60.7M———
Tredje Ap-fonden
N/A—445,840-445,840-100%$60.4M———
RNC Capital Management LLC
N/A—435,603-435,603-100%$59.0M———
LGT Group Foundation
N/A—426,382-426,382-100%$57.7M———
Klingenstein Fields & Co LP
N/A—422,747-422,747-100%$57.2M———
Macquarie Group LTD
N/A—416,128-416,128-100%$56.3M———
Bradley Foster & Sargent Inc
N/A—415,256-415,256-100%$56.2M———
Mercer Global Advisors Inc
N/A—414,308-414,308-100%$56.1M———
Brown Advisory Inc
N/A—410,973-410,973-100%$55.6M———
Nissay Asset Management Corp N
N/A—408,353-408,353-100%$55.3M———
Huntington National Bank
N/A—390,914-390,914-100%$52.9M———
Capital World Investors
N/A—384,570-384,570-100%$52.1M———
EP Wealth Advisors, LLC
N/A—371,842-371,842-100%$50.3M———
MAI Capital Management
N/A—364,714-364,714-100%$49.4M———
Advisors Capital Management, LLC
N/A—349,843-349,843-100%$47.4M———
Peapack Gladstone Financial Corp
N/A—347,314-347,314-100%$47.0M———
VAN Lanschot Kempen Investment Management N.V.
N/A—342,887-342,887-100%$46.4M———
Tidal Investments LLC
N/A—338,769-338,769-100%$45.9M———
CIBC World Market Inc.
N/A—338,219-338,219-100%$45.8M———
Panagora Asset Management Inc
N/A—337,842-337,842-100%$45.7M———
Epoch Investment Partners, Inc.
N/A—319,308-319,308-100%$43.2M———
MetLife Investment Management, LLC
N/A—318,993-318,993-100%$43.2M———
Nomura Holdings Inc
N/A—299,930-299,930-100%$40.6M———
Davis R M Inc
N/A—299,195-299,195-100%$40.5M———
Andra Ap-fonden
N/A—298,794-298,794-100%$40.5M———
Erste Asset Management GmbH
N/A—294,599-294,599-100%$40.9M———
Cresset Asset Management, LLC
N/A—292,712-292,712-100%$39.6M———
Rathbones Group PLC
N/A—283,275-283,275-100%$38.4M———
Omers Administration Corp
N/A—269,471-269,471-100%$36.5M———
United Capital Financial Advisors, LLC
N/A—263,954-263,954-100%$35.7M———
Jump Financial, LLC
N/A—259,502-259,502-100%$35.1M———
MML Investors Services, LLC
N/A—258,266-258,266-100%$35.0M———
Azimuth Capital Investment Management LLC
N/A—257,953-257,953-100%$34.9M———
Silvercrest Asset Management Group LLC
N/A—255,557-255,557-100%$34.6M———
O'shaughnessy Asset Management, LLC
N/A—252,262-252,262-100%$34.2M———
USS Investment Management Ltd
N/A—247,357-247,357-100%$33.5M———
IEQ Capital, LLC
N/A—246,261-246,261-100%$33.3M———
Mediolanum International Funds Ltd
N/A—239,873-239,873-100%$33.3M———
Gotham Asset Management, LLC
N/A—239,120-239,120-100%$32.4M———
Empowered Funds, LLC
N/A—235,220-235,220-100%$31.8M———
Beacon Pointe Advisors, LLC
N/A—233,024-233,024-100%$31.6M———
Aptus Capital Advisors, LLC
N/A—232,526-232,526-100%$31.5M———
Varma Mutual Pension Insurance Co
N/A—232,457-232,457-100%$31.5M———
NewEdge Advisors, LLC
N/A—231,826-231,826-100%$31.4M———
Federation des caisses Desjardins du Quebec
N/A—229,351-229,351-100%$31.1M———
Jane Street Group, LLC
N/A—227,802-227,802-100%$30.8M———
Northwestern Mutual Wealth Management Co
N/A—224,176-224,176-100%$30.4M———
Pathstone Holdings, LLC
N/A—223,055-223,055-100%$30.3M———
Public Sector Pension Investment Board
N/A—221,472-221,472-100%$30.0M———
GQG Partners LLC
N/A—218,202-218,202-100%$29.5M———
Rafferty Asset Management, LLC
N/A—218,124-218,124-100%$29.5M———
Westwood Holdings Group Inc
N/A—215,531-215,531-100%$29.2M———
Utah Retirement Systems
N/A—207,232-207,232-100%$28.1M———
BLI - Banque de Luxembourg Investments
N/A—206,668-206,668-100%$28.7M———
British Columbia Investment Management Corp
N/A—204,985-204,985-100%$27.8M———
Fiduciary Trust Co
N/A—201,877-201,877-100%$27.3M———
Rheos Capital Works Inc.
N/A—200,000-200,000-100%$27.1M———
Waverly Advisors, LLC
N/A—199,811-199,811-100%$27.1M———
Tyche Wealth Partners LLC
N/A—196,170-196,170-100%$26.6M———
Stephens Inc
N/A—195,603-195,603-100%$26.6M———
Systematic Alpha Investments, LLC
N/A—193,425-193,425-100%$26.2M———
XTX Topco Ltd
N/A—191,617-191,617-100%$25.9M———
Sanctuary Advisors, LLC
N/A—190,115-190,115-100%$25.7M———
Crawford Investment Counsel Inc
N/A—189,661-189,661-100%$25.7M———
Delta Global Management LP
N/A—186,364-186,364-100%$25.2M———
Bridges Investment Management Inc
N/A—185,728-185,728-100%$25.1M———
Quadrature Capital Ltd
N/A—184,728-184,728-100%$25.0M———
QRG Capital Management, Inc.
N/A—181,140-181,140-100%$24.5M———
Berkshire Asset Management LLC
N/A—178,738-178,738-100%$24.2M———
Martingale Asset Management L P
N/A—176,321-176,321-100%$23.9M———
Hancock Whitney Corp
N/A—173,961-173,961-100%$23.6M———
Public Employees Retirement Association of Colorado
N/A—171,498-171,498-100%$23.2M———
Vanguard Personalized Indexing Management, LLC
N/A—169,766-169,766-100%$23.0M———
Steward Partners Investment Advisory, LLC
N/A—166,536-166,536-100%$22.5M———
Jupiter Topco LLC
N/A—165,393-165,393-100%$22.4M———
Woodline Partners LP
N/A—162,649-162,649-100%$22.0M———
Summitry LLC
N/A—161,115-161,115-100%$21.8M———
Gabelli Funds LLC
N/A—160,015-160,015-100%$21.7M———
Engineers Gate Manager LP
N/A—158,902-158,902-100%$21.5M———
Shelton Capital Management
N/A—155,347-155,347-100%$21.0M———
Elo Mutual Pension Insurance Co
N/A—152,967-152,967-100%$20.7M———
Madison Asset Management, LLC
N/A—151,539-151,539-100%$20.5M———
Callahan Advisors, LLC
N/A—147,922-147,922-100%$20.0M———
Vestcor Inc
N/A—147,321-147,321-100%$19.9M———
RBO & Co LLC
N/A—146,156-146,156-100%$19.8M———
Entropy Technologies, LP
N/A—139,825-139,825-100%$18.9M———
First National Bank of Omaha
N/A—138,807-138,807-100%$18.9M———
DJE Kapital AG
N/A—138,243-138,243-100%$19.3M———
Holowesko Partners Ltd.
N/A—135,200-135,200-100%$18.3M———
Connors Investor Services Inc
N/A—135,162-135,162-100%$18.3M———
FourThought Financial Partners, LLC
N/A—135,150-135,150-100%$18.3M———
Orion Porfolio Solutions, LLC
N/A—134,908-134,908-100%$18.3M———
Tiaa Wealth Investment Management LLC
N/A—131,752-131,752-100%$17.8M———
Windward Capital Management Co
N/A—130,356-130,356-100%$17.7M———
Daiichi Life Insurance Co., Ltd.
N/A—129,652-129,652-100%$17.6M———
Cascade Financial Partners, LLC
N/A—129,269-129,269-100%$17.5M———
Titan Investment Solutions Ltd
N/A—128,327-128,327-100%$17.4M———
Norinchukin Bank, The
N/A—128,213-128,213-100%$17.4M———
Envestnet Portfolio Solutions, Inc.
N/A—127,986-127,986-100%$17.3M———
Horizon Investments, LLC
N/A—127,785-127,785-100%$17.3M———
Arax Advisory Partners
N/A—126,658-126,658-100%$17.1M———
Private Advisor Group, LLC
N/A—124,274-124,274-100%$16.8M———
Atlantic Union Bankshares Corp
N/A—123,868-123,868-100%$16.8M———
Miramar Capital, LLC
N/A—121,977-121,977-100%$16.5M———
CI Investments Inc.
N/A—121,889-121,889-100%$16.5M———
Van Hulzen Asset Management, LLC
N/A—120,514-120,514-100%$16.3M———
Bridgewater Associates, LP
N/A—120,370-120,370-100%$16.3M———
Cannell & Spears LLC
N/A—120,336-120,336-100%$16.3M———
Group One Trading LLC
N/A—120,280-120,280-100%$16.3M———
Edgar Lomax Co
N/A—119,310-119,310-100%$16.2M———
Quinn Opportunity Partners LLC
N/A—119,000-119,000-100%$16.1M———
Allstate Corp
N/A—118,051-118,051-100%$16.0M———
Benjamin Edwards Inc
N/A—117,286-117,286-100%$15.9M———
Pinnacle Financial Partners, Inc.
N/A—116,175-116,175-100%$15.7M———
Sequoia Financial Advisors, LLC
N/A—115,964-115,964-100%$15.7M———
EFG International AG
N/A—114,558-114,558-100%$15.5M———
Ally Financial Inc.
N/A—113,000-113,000-100%$15.3M———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—112,499-112,499-100%$15.2M———
SlateStone Wealth, LLC
N/A—112,033-112,033-100%$15.2M———
CCM Investment Advisers LLC
N/A—111,757-111,757-100%$15.1M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—111,001-111,001-100%$15.0M———
AE Wealth Management LLC
N/A—108,664-108,664-100%$14.7M———
RBF Capital, LLC
N/A—108,400-108,400-100%$14.7M———
Teachers Retirement System of the State of Kentucky
N/A—107,592-107,592-100%$14.6M———
Whittier Trust Co
N/A—107,127-107,127-100%$15.4M———
Harvest Fund Management Co., Ltd
N/A—106,781-106,781-100%$14.5M———
HM Payson & Co
N/A—105,203-105,203-100%$14.2M———
Ilmarinen Mutual Pension Insurance Co
N/A—105,000-105,000-100%$14.2M———
First Long Island Investors, LLC
N/A—104,861-104,861-100%$14.2M———
Meiji Yasuda Asset Management Co Ltd.
N/A—104,454-104,454-100%$14.1M———
Investment Management Corp of Ontario
N/A—103,261-103,261-100%$14.0M———
Howe & Rusling Inc
N/A—102,039-102,039-100%$13.8M———
IQ EQ Fund Management (Ireland) Ltd
N/A—101,361-101,361-100%$13.7M———
First Manhattan Co. Llc.
N/A—98,529-98,529-100%$13.3M———
Choate Investment Advisors
N/A—97,704-97,704-100%$13.2M———
Integrated Wealth Concepts LLC
N/A—97,167-97,167-100%$13.2M———
Saudi Central Bank
N/A—95,674-95,674-100%$13.0M———
Brown Brothers Harriman & Co
N/A—95,641-95,641-100%$12.9M———
Logan Capital Management Inc
N/A—95,626-95,626-100%$12.9M———
Stock Yards Bank & Trust Co
N/A—94,628-94,628-100%$12.8M———
Snowden Capital Advisors LLC
N/A—92,475-92,475-100%$12.5M———
Advisors Asset Management, Inc.
N/A—92,434-92,434-100%$12.5M———
Composition Wealth, LLC
N/A—92,051-92,051-100%$12.5M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—91,908-91,908-100%$12.4M———
ExodusPoint Capital Management, LP
N/A—90,467-90,467-100%$12.2M———
Ameritas Investment Partners, Inc.
N/A—90,250-90,250-100%$12.2M———
Blue Chip Partners, LLC
N/A—87,471-87,471-100%$11.8M———
Allianz SE
N/A—86,879-86,879-100%$11.8M———
Kentucky Retirement Systems
N/A—86,510-86,510-100%$11.7M———
Tower Bridge Advisors
N/A—85,116-85,116-100%$11.5M———
Cornerstone Capital, Inc.
N/A—85,030-85,030-100%$11.5M———
National Philanthropic Trust
N/A—83,643-83,643-100%$11.3M———
Evercore Wealth Management, LLC
N/A—82,719-82,719-100%$11.2M———
Jensen Investment Management Inc
N/A—79,927-79,927-100%$10.8M———
Boston Family Office LLC
N/A—77,794-77,794-100%$10.5M———
Whittier Trust Co of Nevada Inc
N/A—77,671-77,671-100%$11.3M———
Auxier Asset Management LLC
N/A—77,533-77,533-100%$10.5M———
Resources Management Corp
N/A—77,405-77,405-100%$10.5M———
Vident Advisory, LLC
N/A—76,187-76,187-100%$10.3M———
S&CO Inc
N/A—75,677-75,677-100%$10.2M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—74,355-74,355-100%$10.1M———
OneDigital Investment Advisors LLC
N/A—73,327-73,327-100%$9.9M———
Blue Sparrow, LLC
N/A—73,100-73,100-100%$9.9M———
LGT Fund Management Co Ltd.
N/A—73,045-73,045-100%$9.9M———
McMillan Office, Inc.
N/A—72,989-72,989-100%$9.9M———
Independent Advisor Alliance
N/A—72,411-72,411-100%$9.8M———
Cary Street Partners Financial LLC
N/A—71,740-71,740-100%$9.7M———
Lombard Odier Asset Management (Switzerland) SA
N/A—71,641-71,641-100%$9.7M———
South Dakota Investment Council
N/A—71,633-71,633-100%$9.7M———
Quantitative Investment Management, LLC
N/A—70,754-70,754-100%$9.6M———
Stratos Wealth Partners, Ltd.
N/A—69,687-69,687-100%$9.4M———
Tocqueville Asset Management L.P.
N/A—69,115-69,115-100%$9.4M———
ST Germain D J Co Inc
N/A—68,256-68,256-100%$9.2M———
Mayflower Financial Advisors, LLC
N/A—68,214-68,214-100%$9.2M———
Hutner Capital Management Inc
N/A—68,143-68,143-100%$9.2M———
Colonial Trust Advisors
N/A—67,514-67,514-100%$9.1M———
Advisory Services Network, LLC
N/A—66,892-66,892-100%$9.1M———
Fiduciary Group, LLC
N/A—65,740-65,740-100%$8.9M———
Principal Securities, Inc.
N/A—65,051-65,051-100%$8.8M———
Bragg Financial Advisors, Inc
N/A—64,944-64,944-100%$8.8M———
Pettyjohn, Wood & White, Inc
N/A—64,284-64,284-100%$8.7M———
Wesleyan Assurance Society
N/A—64,000-64,000-100%$8.7M———
Osborne Partners Capital Management, LLC
N/A—63,411-63,411-100%$8.6M———
1ST Source Bank
N/A—63,024-63,024-100%$8.5M———
Dakota Wealth Management
N/A—62,985-62,985-100%$8.5M———
Ancora Advisors LLCA
N/A—62,966-62,966-100%$8.5M———
PFG Investments, LLC
N/A—62,828-62,828-100%$8.5M———
United Bank
N/A—62,740-62,740-100%$8.5M———
E Fund Management Co., Ltd.
N/A—62,578-62,578-100%$8.5M———
Borer Denton & Associates, Inc.
N/A—60,792-60,792-100%$8.2M———
BNP Paribas
N/A—60,479-60,479-100%$8.2M———
Equitable Holdings, Inc.
N/A—60,323-60,323-100%$8.2M———
Kelly Lawrence W & Associates Inc
N/A—59,121-59,121-100%$8.0M———
Ingalls & Snyder LLC
N/A—58,567-58,567-100%$7.9M———
Kingsview Wealth Management, LLC
N/A—58,557-58,557-100%$7.9M———
North Star Asset Management Inc
N/A—56,103-56,103-100%$7.6M———
Whalerock Point Partners, LLC
N/A—56,088-56,088-100%$7.6M———
Beacon Harbor Wealth Advisors, Inc.
N/A—55,695-55,695-100%$7.8M———
Novare Capital Management LLC
N/A—54,861-54,861-100%$7.4M———
Gamco Investors, Inc. ET AL
N/A—54,646-54,646-100%$7.4M———
Employees Retirement System of Texas
N/A—54,357-54,357-100%$7.4M———
Dean Investment Associates, LLC
N/A—53,552-53,552-100%$7.3M———
MainStreet Investment Advisors LLC
N/A—53,461-53,461-100%$7.2M———
Dearborn Partners LLC
N/A—53,017-53,017-100%$7.2M———
Haverford Financial Services, Inc.
N/A—52,679-52,679-100%$7.1M———
World Investment Advisors
N/A—52,463-52,463-100%$8.1M———
Bleakley Financial Group, LLC
N/A—51,789-51,789-100%$7.0M———
Nicolet Bankshares Inc
N/A—51,232-51,232-100%$7.2M———
Shelter Mutual Insurance Co
N/A—51,020-51,020-100%$6.9M———
Summit Trail Advisors, LLC
N/A—50,084-50,084-100%$6.8M———
Opal Capital LLC
N/A—50,070-50,070-100%$6.8M———
Wills Financial Group LLC
N/A—49,929-49,929-100%$6.8M———
Douglass Winthrop Advisors, LLC
N/A—49,731-49,731-100%$6.7M———
Siemens Fonds Invest GmbH
N/A—49,364-49,364-100%$6.7M———
RWA Wealth Partners, LLC
N/A—49,287-49,287-100%$6.7M———
Cape COD Five Cents Savings Bank
N/A—49,070-49,070-100%$6.6M———
Jasper Ridge Partners, L.P.
N/A—49,000-49,000-100%$6.6M———
SIT Investment Associates Inc
N/A—48,887-48,887-100%$6.6M———
Fred Alger Management, LLC
N/A—48,807-48,807-100%$6.6M———
First Eagle Investment Management, LLC
N/A—48,231-48,231-100%$6.5M———
Focus Partners Advisor Solutions, LLC
N/A—47,933-47,933-100%$6.5M———
Hillsdale Investment Management Inc.
N/A—47,805-47,805-100%$6.5M———
Empirical Finance, LLC
N/A—47,726-47,726-100%$6.5M———
Summit Financial, LLC
N/A—47,370-47,370-100%$6.4M———
Financial Strategies Group, Inc.
N/A—47,177-47,177-100%$6.4M———
Ironwood Investment Counsel, LLC
N/A—47,118-47,118-100%$6.4M———
Simmons Bank
N/A—46,939-46,939-100%$6.4M———
Metis Global Partners, LLC
N/A—46,130-46,130-100%$6.2M———
FIL Ltd
N/A—46,093-46,093-100%$6.2M———
River Road Asset Management, LLC
N/A—45,944-45,944-100%$6.2M———
Lafayette Investments, Inc.
N/A—45,908-45,908-100%$6.2M———
Osprey Private Wealth LLC
N/A—45,580-45,580-100%$6.2M———
Bcwm, LLC
N/A—45,490-45,490-100%$6.2M———
Tower Research Capital LLC (TRC)
N/A—45,030-45,030-100%$6.1M———
Wealthspire Advisors, LLC
N/A—44,980-44,980-100%$6.1M———
Laird Norton Wetherby Trust Company, LLC
N/A—44,858-44,858-100%$6.1M———
Calydon Capital
N/A—44,171-44,171-100%$6.0M———
Northwestern Mutual Investment Management Company, LLC
N/A—43,821-43,821-100%$5.9M———
Mutual Advisors, LLC
N/A—43,707-43,707-100%$5.9M———
Red Door Wealth Management, LLC
N/A—43,465-43,465-100%$5.9M———
Alpine Woods Capital Investors, LLC
N/A—43,111-43,111-100%$5.8M———
AR Asset Management Inc
N/A—42,209-42,209-100%$5.7M———
P.A.W. Capital Corp
N/A—41,735-41,735-100%$5.7M———
Destination Wealth Management
N/A—41,294-41,294-100%$5.6M———
Mufg Securities Americas Inc.
N/A—41,165-41,165-100%$5.6M———
NewEdge Wealth, LLC
N/A—40,993-40,993-100%$5.6M———
Sagewood Asset Management LP
N/A—40,722-40,722-100%$5.5M———
BFC Planning, Inc.
N/A—40,361-40,361-100%$5.5M———
Evelyn Partners Group Ltd
N/A—40,319-40,319-100%$5.5M———
Rodgers Brothers Inc.
N/A—40,226-40,226-100%$5.4M———
Prudential PLC
N/A—40,164-40,164-100%$5.4M———
Oversea-Chinese Banking Corp Ltd
N/A—39,984-39,984-100%$5.4M———
Dark Forest Capital Management LP
N/A—39,939-39,939-100%$5.4M———
Morgan Dempsey Capital Management LLC
N/A—39,911-39,911-100%$5.4M———
Capstone Investment Advisors, LLC
N/A—39,838-39,838-100%$5.4M———
Townsquare Capital LLC
N/A—39,793-39,793-100%$5.4M———
Havemeyer Place LP
N/A—39,731-39,731-100%$5.4M———
PYA Waltman Capital, LLC
N/A—39,563-39,563-100%$5.4M———
LMR Partners LLP
N/A—39,555-39,555-100%$5.4M———
Moneta Group Investment Advisors LLC
N/A—39,220-39,220-100%$5.3M———
Arkadios Wealth Advisors
N/A—39,155-39,155-100%$5.3M———
Sound View Wealth Advisors Group, LLC
N/A—38,915-38,915-100%$5.3M———
Coastal Bridge Advisors, LLC
N/A—38,019-38,019-100%$5.1M———
IHT Wealth Management, LLC
N/A—37,491-37,491-100%$5.1M———
Amica Mutual Insurance Co
N/A—36,507-36,507-100%$4.9M———
Hamilton Capital Partners Inc.
N/A—36,357-36,357-100%$4.9M———
Ossiam
N/A—36,258-36,258-100%$4.9M———
Mark Sheptoff Financial Planning, LLC
N/A—36,222-36,222-100%$4.9M———
Caprock Group, LLC
N/A—36,182-36,182-100%$4.9M———
Kentucky Retirement Systems Insurance Trust Fund
N/A—35,900-35,900-100%$4.9M———
Kensington Investment Counsel, LLC
N/A—35,442-35,442-100%$4.8M———
Savvy Advisors, Inc.
N/A—35,397-35,397-100%$4.8M———
Vestmark Advisory Solutions, Inc.
N/A—35,173-35,173-100%$4.8M———
B & T Capital Management DBA Alpha Capital Management
N/A—35,169-35,169-100%$4.8M———
Slagle Financial, LLC
N/A—34,850-34,850-100%$4.7M———
Boston Research & Management Inc
N/A—34,145-34,145-100%$4.6M———
Headinvest, LLC
N/A—33,876-33,876-100%$4.6M———
Quantbot Technologies LP
N/A—33,651-33,651-100%$4.6M———
Cambient Family Office, LLC
N/A—33,402-33,402-100%$4.5M———
Rothschild Investment LLC
N/A—33,375-33,375-100%$4.5M———
Balyasny Asset Management L.P.
N/A—33,327-33,327-100%$4.5M———
NorthRock Partners, LLC
N/A—33,326-33,326-100%$4.5M———
Modern Wealth Management, LLC
N/A—32,992-32,992-100%$4.5M———
Kinloch Capital, LLC
N/A—32,795-32,795-100%$4.4M———
Stonebridge Capital Management Inc
N/A—32,349-32,349-100%$4.4M———
Northwest Bancshares, Inc.
N/A—32,083-32,083-100%$4.3M———
CreativeOne Wealth, LLC
N/A—31,883-31,883-100%$4.3M———
Bollard Group LLC
N/A—31,825-31,825-100%$4.3M———
L2 Asset Management, LLC
N/A—31,789-31,789-100%$4.3M———
Occudo Quantitative Strategies LP
N/A—31,405-31,405-100%$4.3M———
Opus Investment Management Inc
N/A—31,200-31,200-100%$4.2M———
one8zero8, LLC
N/A—31,070-31,070-100%$4.2M———
Global Retirement Partners, LLC
N/A—31,067-31,067-100%$4.2M———
Campbell & Co Investment Adviser LLC
N/A—30,934-30,934-100%$4.2M———
Roberts Glore & Co Inc
N/A—30,915-30,915-100%$4.2M———
First National Advisers, LLC
N/A—30,808-30,808-100%$4.2M———
Regal Investment Advisors LLC
N/A—30,450-30,450-100%$4.1M———
RB Capital Management, LLC
N/A—30,171-30,171-100%$4.1M———
Asset Management Group, Inc.
N/A—30,106-30,106-100%$4.1M———
AssuredPartners Investment Advisors, LLC
N/A—29,785-29,785-100%$4.0M———
Hills Bank & Trust Co
N/A—29,782-29,782-100%$4.0M———
New England Asset Management Inc
N/A—29,329-29,329-100%$4.0M———
Curi Capital, LLC
N/A—29,126-29,126-100%$3.9M———
Spinnaker Trust
N/A—29,049-29,049-100%$3.9M———
Foundations Investment Advisors, LLC
N/A—28,711-28,711-100%$3.9M———
Charter Research & Investment Group, Inc.
N/A—28,657-28,657-100%$3.9M———
Graybill Wealth Management, Ltd.
N/A—28,612-28,612-100%$3.9M———
Brooks, Moore & Associates, Inc.
N/A—28,411-28,411-100%$3.8M———
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A—28,193-28,193-100%$3.8M———
Meeder Advisory Services, Inc.
N/A—27,788-27,788-100%$3.8M———
Klcm Advisors, Inc.
N/A—27,615-27,615-100%$3.7M———
Pure Financial Advisors, LLC
N/A—27,503-27,503-100%$3.7M———
Union Heritage Capital, LLC
N/A—27,289-27,289-100%$3.7M———
Segall Bryant & Hamill, LLC
N/A—26,807-26,807-100%$3.6M———
Stokes Family Office, LLC
N/A—26,742-26,742-100%$3.6M———
Callan Family Office, LLC
N/A—26,688-26,688-100%$3.6M———
Atom Investors LP
N/A—26,345-26,345-100%$3.6M———
WCG Wealth Advisors LLC
N/A—26,159-26,159-100%$3.5M———
GeoWealth Management, LLC
N/A—26,123-26,123-100%$3.5M———
Conscious Wealth Investments, LLC
N/A—25,944-25,944-100%$3.5M———
Sumitomo Mitsui Financial Group, Inc.
N/A—25,819-25,819-100%$3.5M———
Shufro Rose & Co LLC
N/A—25,726-25,726-100%$3.5M———
Morton Community Bank
N/A—25,683-25,683-100%$3.5M———
Brentview Investment Management LLC
N/A—25,526-25,526-100%$3.5M———
Harbor Advisory Corp
N/A—25,475-25,475-100%$3.4M———
Graham Capital Management, L.P.
N/A—25,214-25,214-100%$3.4M———
Hayek Kallen Investment Management
N/A—25,038-25,038-100%$3.4M———
Essex Financial Services, Inc.
N/A—24,813-24,813-100%$3.4M———
Banque Cantonale Vaudoise
N/A—24,577-24,577-100%$3.3M———
Roundview Capital LLC
N/A—24,481-24,481-100%$3.3M———
Ballentine Partners, LLC
N/A—24,330-24,330-100%$3.3M———
Aristotle Capital Management, LLC
N/A—24,066-24,066-100%$3.3M———
Marietta Investment Partners LLC
N/A—24,000-24,000-100%$3.2M———
Johnson Financial Group, Inc.
N/A—23,821-23,821-100%$3.2M———
T. Rowe Price Investment Management, Inc.
N/A—23,800-23,800-100%$3.2M———
Anchor Investment Management, LLC
N/A—23,781-23,781-100%$3.2M———
Peak Retirement Planning, Inc.
N/A—23,631-23,631-100%$3.2M———
TCW Group Inc
N/A—23,574-23,574-100%$3.2M———
Weiss Asset Management LP
N/A—23,569-23,569-100%$3.2M———
Dorsey & Whitney Trust Co LLC
N/A—23,553-23,553-100%$3.2M———
Estabrook Capital Management
N/A—23,314-23,314-100%$3.2M———
Diamant Asset Management, Inc.
N/A—23,254-23,254-100%$3.1M———
Fidelis Capital Partners, LLC
N/A—22,914-22,914-100%$3.1M———
Gladstone Institutional Advisory LLC
N/A—22,360-22,360-100%$3.0M———
Aquatic Capital Management LLC
N/A—22,285-22,285-100%$3.0M———
Wealth Alliance, LLC
N/A—21,964-21,964-100%$3.0M———
AXQ Capital, LP
N/A—21,752-21,752-100%$2.9M———
Raelipskie Partnership
N/A—21,642-21,642-100%$2.9M———
Sequent Planning LLC
N/A—21,598-21,598-100%$2.9M———
Twin Capital Management Inc
N/A—21,318-21,318-100%$2.9M———
Covington Investment Advisors Inc.
N/A—21,207-21,207-100%$2.9M———
Smartleaf Asset Management LLC
N/A—21,155-21,155-100%$2.9M———
Zuckerman Investment Group, LLC
N/A—21,030-21,030-100%$2.8M———
Beck Mack & Oliver LLC
N/A—21,013-21,013-100%$2.8M———
Ameritas Advisory Services, LLC
N/A—20,902-20,902-100%$2.8M———
Edgewood Management LLC
N/A—20,881-20,881-100%$2.8M———
JPL Wealth Management, LLC
N/A—20,865-20,865-100%$2.8M———
Schulhoff & Co Inc
N/A—20,704-20,704-100%$2.8M———
American Trust
N/A—20,616-20,616-100%$2.8M———
Peninsula Asset Management Inc
N/A—20,380-20,380-100%$2.8M———
ABN Amro Bank N.V.
N/A—20,237-20,237-100%$2.7M———
Baldwin Investment Management, LLC
N/A—20,225-20,225-100%$2.7M———
Colonial Trust Co / SC
N/A—20,143-20,143-100%$2.7M———
Texas Yale Capital Corp.
N/A—20,111-20,111-100%$2.7M———
Stance Capital LLC
N/A—20,110-20,110-100%$2.7M———
Stratos Investment Management, LLC
N/A—19,971-19,971-100%$2.7M———
Zhang Financial LLC
N/A—19,743-19,743-100%$2.7M———
All Terrain Financial Advisors, LLC
N/A—19,548-19,548-100%$2.6M———
Volterra Technologies LP
N/A—19,529-19,529-100%$2.6M———
Kera Capital Partners, Inc.
N/A—19,394-19,394-100%$2.6M———
Two Sigma Securities, LLC
N/A—19,371-19,371-100%$2.6M———
Pallas Capital Advisors LLC
N/A—19,277-19,277-100%$2.6M———
Keebeck Wealth Management
N/A—18,945-18,945-100%$2.6M———
Bank OZK
N/A—18,210-18,210-100%$2.5M———
Field & Main Bank
N/A—18,108-18,108-100%$2.5M———
Fort Point Capital Partners LLC
N/A—18,064-18,064-100%$2.4M———
RiverFront Investment Group, LLC
N/A—18,013-18,013-100%$2.4M———
DoubleLine ETF Adviser LP
N/A—17,832-17,832-100%$2.4M———
Banco Santander, S.A.
N/A—17,727-17,727-100%$2.4M———
Clarkston Capital Partners, LLC
N/A—17,650-17,650-100%$2.4M———
AustralianSuper Pty Ltd
N/A—17,643-17,643-100%$2.4M———
Ostrum Asset Management
N/A—17,502-17,502-100%$2.4M———
Smith, Moore & Co.
N/A—17,385-17,385-100%$2.4M———
First Western Trust Bank
N/A—17,292-17,292-100%$2.3M———
Mcintyre Freedman & Flynn Investment Advisers Inc
N/A—17,215-17,215-100%$2.3M———
NorthCoast Asset Management LLC
N/A—17,022-17,022-100%$2.3M———
Monetary Management Group Inc
N/A—16,979-16,979-100%$2.3M———
Webster Bank, N. A.
N/A—16,940-16,940-100%$2.3M———
Northstar Group, Inc.
N/A—16,852-16,852-100%$2.3M———
Dynamic Technology Lab Private Ltd
N/A—16,465-16,465-100%$2.2M———
Connable Office Inc
N/A—16,348-16,348-100%$2.2M———
Lavaca Capital LLC
N/A—16,320-16,320-100%$2.2M———
Prasad Wealth Partners, LLC
N/A—16,185-16,185-100%$2.2M———
Keystone Financial Group
N/A—16,162-16,162-100%$2.2M———
Brevan Howard Capital Management LP
N/A—16,109-16,109-100%$2.2M———
Northwest & Ethical Investments L.P.
N/A—16,082-16,082-100%$2.2M———
Spartan Wealth Advisory Services LLC
N/A—15,881-15,881-100%$2.2M———
Dover Advisors, LLC
N/A—15,795-15,795-100%$2.3M———
Cozad Asset Management Inc
N/A—15,776-15,776-100%$2.1M———
Flputnam Investment Management Co
N/A—15,496-15,496-100%$2.1M———
Argo Wealth Advisory, LLC
N/A—15,457-15,457-100%$2.1M———
Family Manage LLC
N/A—15,395-15,395-100%$2.1M———
Vickerman Investment Advisors, Inc.
N/A—15,121-15,121-100%$2.0M———
Intellectus Partners, LLC
N/A—15,102-15,102-100%$2.0M———
Ausdal Financial Partners, Inc.
N/A—15,016-15,016-100%$2.0M———
Boothbay Fund Management, LLC
N/A—15,009-15,009-100%$2.0M———
Rehmann Capital Advisory Group
N/A—14,961-14,961-100%$2.0M———
Wimmer Associates 1, LLC
N/A—14,948-14,948-100%$2.0M———
Mathes Company, Inc.
N/A—14,922-14,922-100%$2.0M———
LOM Asset Management Ltd
N/A—14,920-14,920-100%$2.0M———
Private Harbour Investment Management & Counsel, LLC
N/A—14,897-14,897-100%$2.0M———
Westpac Banking Corp
N/A—14,774-14,774-100%$2.0M———
Bayesian Capital Management, LP
N/A—14,574-14,574-100%$2.0M———
SageView Advisory Group, LLC
N/A—14,511-14,511-100%$2.0M———
Intrust Bank NA
N/A—14,464-14,464-100%$2.0M———
Vanguard National Trust Co
N/A—14,314-14,314-100%$1.9M———
Integrated Investment Consultants, LLC
N/A—14,217-14,217-100%$1.9M———
X-Square Capital, LLC
N/A—14,171-14,171-100%$1.9M———
DCM Advisors, LLC
N/A—14,097-14,097-100%$1.9M———
Hilltop Holdings Inc.
N/A—13,968-13,968-100%$1.9M———
Ceeto Capital Group, LLC
N/A—13,874-13,874-100%$1.9M———
Parallax Volatility Advisers, L.P.
N/A—13,767-13,767-100%$1.9M———
CSS LLC
N/A—13,719-13,719-100%$1.9M———
Capital Counsel LLC
N/A—13,470-13,470-100%$1.8M———
Farmers National Bank
N/A—13,430-13,430-100%$1.8M———
Evolve Private Wealth, LLC
N/A—13,325-13,325-100%$1.8M———
Prosperity Consulting Group, LLC
N/A—13,193-13,193-100%$1.8M———
North Dallas Bank & Trust Co
N/A—13,165-13,165-100%$1.8M———
Forum Finance Group S.A.
N/A—13,000-13,000-100%$1.4K———
Main Street Financial Solutions, LLC
N/A—12,969-12,969-100%$1.8M———
Sumitomo Life Insurance Co
N/A—12,954-12,954-100%$1.8M———
Aimz Investment Advisors, LLC
N/A—12,915-12,915-100%$1.7M———
Aigen Investment Management, LP
N/A—12,849-12,849-100%$1.7M———
DF Dent & Co Inc
N/A—12,799-12,799-100%$1.7M———
Westerkirk Capital Inc.
N/A—12,747-12,747-100%$1.7M———
Trustco Bank Corp N Y
N/A—12,728-12,728-100%$1.7M———
Frec Markets, Inc.
N/A—12,718-12,718-100%$1.7M———
Bluespring Wealth Management, LLC
N/A—12,707-12,707-100%$1.7M———
Capital Fund Management S.A.
N/A—12,707-12,707-100%$1.7M———
Mitchell Mcleod Pugh & Williams Inc
N/A—12,702-12,702-100%$1.7M———
Security National Bank of SO DAK
N/A—12,668-12,668-100%$1.7M———
Chancellor Financial Group WB LP
N/A—12,609-12,609-100%$1.7M———
Kovack Advisors, Inc.
N/A—12,567-12,567-100%$1.8M———
Naviter Wealth, LLC
N/A—12,562-12,562-100%$1.7M———
Walter & Keenan Wealth Management LLC
N/A—12,556-12,556-100%$1.7M———
Jupiter Wealth Management LLC
N/A—12,500-12,500-100%$1.7M———
BOK Financial Private Wealth, Inc.
N/A—12,452-12,452-100%$1.7M———
Thomasville National Bank
N/A—12,412-12,412-100%$1.7M———
Peak Asset Management, LLC
N/A—12,274-12,274-100%$1.7M———
Mission Creek Capital Partners, Inc.
N/A—12,232-12,232-100%$686.2K———
Heartland Bank & Trust Co
N/A—12,228-12,228-100%$1.7M———
Tiaa Trust, National Association
N/A—12,206-12,206-100%$1.7M———
Athena Investment Management
N/A—12,117-12,117-100%$1.6M———
Sargent Investment Group, LLC
N/A—12,069-12,069-100%$1.6M———
Hodges Capital Management Inc.
N/A—12,054-12,054-100%$1.6M———
Trivium Point Advisory, LLC
N/A—12,038-12,038-100%$1.6M———
Octavia Wealth Advisors, LLC
N/A—12,025-12,025-100%$1.6M———
Basepoint Wealth LLC
N/A—12,019-12,019-100%$1.6M———
Wealthedge Investment Advisors, LLC
N/A—11,771-11,771-100%$1.6M———
Rogco, LP
N/A—11,744-11,744-100%$1.6M———
Transcend Capital Advisors, LLC
N/A—11,715-11,715-100%$1.6M———
VeraBank, N.A.
N/A—11,562-11,562-100%$1.6M———
Drucker Wealth 3.0, LLC
N/A—11,547-11,547-100%$1.6M———
New Age Alpha Advisors, LLC
N/A—11,487-11,487-100%$1.6M———
Security National Bank of Sioux City Iowa
N/A—11,448-11,448-100%$1.6M———
Sfmg, LLC
N/A—11,366-11,366-100%$1.5M———
Perennial Investment Advisors, LLC
N/A—11,350-11,350-100%$1.5M———
Syon Capital LLC
N/A—11,216-11,216-100%$1.5M———
Tevis Investment Management
N/A—11,212-11,212-100%$1.5M———
Vista Investment Management
N/A—11,172-11,172-100%$1.5M———
Fairfield, Bush & Co.
N/A—11,144-11,144-100%$1.5M———
Longfellow Investment Management Co LLC
N/A—11,110-11,110-100%$1.5M———
Verition Fund Management LLC
N/A—11,077-11,077-100%$1.5M———
CFO4Life Group, LLC
N/A—11,025-11,025-100%$1.5M———
Chilton Investment Co Inc.
N/A—11,007-11,007-100%$1.5M———
Wisconsin Capital Management LLC
N/A—10,996-10,996-100%$1.5M———
Mosaic Family Wealth Partners, LLC
N/A—10,995-10,995-100%$1.5M———
Delta Asset Management LLC
N/A—10,910-10,910-100%$1.5M———
GHE, LLC
N/A—10,832-10,832-100%$1.5M———
F/m Investments LLC
N/A—10,757-10,757-100%$1.5M———
Wilson & Boucher Capital Management, LLC
N/A—10,744-10,744-100%$1.5M———
Bull Harbor Capital LLC
N/A—10,676-10,676-100%$1.4M———
Lionhunter Capital Management, LLC
N/A—10,675-10,675-100%$1.4M———
Private Wealth Asset Management, LLC
N/A—10,602-10,602-100%$1.4M———
O'Connor Alternative Investments LLC
N/A—10,600-10,600-100%$1.4M———
Trustmark Bank Trust Department
N/A—10,591-10,591-100%$1.4M———
Qtron Investments LLC
N/A—10,553-10,553-100%$1.4M———
Fort Sheridan Advisors LLC
N/A—10,451-10,451-100%$1.4M———
Fairtree Asset Management (Pty) Ltd
N/A—10,412-10,412-100%$1.4M———
Easterly Investment Partners LLC
N/A—10,400-10,400-100%$1.4M———
Ellevest, Inc.
N/A—10,399-10,399-100%$1.4M———
Lcnb Corp
N/A—10,260-10,260-100%$1.4M———
Round Rock Advisors LLC
N/A—10,036-10,036-100%$1.4M———
Allred Capital Management, LLC
N/A—9,956-9,956-100%$1.3M———
Spirepoint Private Client, LLC
N/A—9,925-9,925-100%$1.3M———
Jaffetilchin Investment Partners, LLC
N/A—9,906-9,906-100%$1.3M———
Patron Partners, LLC
N/A—9,892-9,892-100%$1.3M———
Harbour Investment Management LLC
N/A—9,855-9,855-100%$1.3M———
Stratos Wealth Advisors, LLC
N/A—9,845-9,845-100%$1.3M———
One Capital Management, LLC
N/A—9,797-9,797-100%$1.5M———
BSW Wealth Partners
N/A—9,774-9,774-100%$1.3M———
Ballast Advisors LLC
N/A—9,753-9,753-100%$1.3M———
Sivia Capital Partners, LLC
N/A—9,731-9,731-100%$1.3M———
Icon Wealth Advisors, LLC
N/A—9,698-9,698-100%$1.3M———
Capital Analysts, LLC
N/A—9,685-9,685-100%$1.3M———
Walsky Investment Management, Inc.
N/A—9,673-9,673-100%$1.3M———
Becker Capital Management Inc
N/A—9,624-9,624-100%$1.3M———
Checchi Capital Advisers, LLC
N/A—9,565-9,565-100%$1.3M———
Bank of Hawaii
N/A—9,514-9,514-100%$1.3M———
South Plains Financial, Inc.
N/A—9,489-9,489-100%$1.3M———
Christine Messmer PC
N/A—9,488-9,488-100%$1.3M———
Strategic Financial Services, Inc.
N/A—9,433-9,433-100%$1.3M———
Insigneo Advisory Services, LLC
N/A—9,411-9,411-100%$1.3M———
Mokan Wealth Management Inc.
N/A—9,407-9,407-100%$1.3M———
Founders Financial Alliance, LLC
N/A—9,377-9,377-100%$1.3M———
Crews Bank & Trust
N/A—9,348-9,348-100%$1.3M———
Panoramic Investment Advisors, LLC
N/A—9,268-9,268-100%$1.3M———
Stonebridge Capital Advisors LLC
N/A—9,214-9,214-100%$1.2M———
Baron Silver Stevens Financial Advisors, LLC
N/A—9,201-9,201-100%$1.2M———
Mairs & Power Inc
N/A—9,175-9,175-100%$1.2M———
Gardner Russo & Quinn LLC
N/A—9,115-9,115-100%$1.2M———
Gateway Wealth Partners, LLC
N/A—9,044-9,044-100%$1.2M———
Abbot Financial Management, Inc.
N/A—9,030-9,030-100%$1.2M———
Pacific Point Advisors, LLC
N/A—9,010-9,010-100%$1.2M———
McNamara Financial Services, Inc.
N/A—8,886-8,886-100%$1.2M———
Advyzon Investment Management, LLC
N/A—8,877-8,877-100%$1.2M———
Wealth Advisors of Tampa Bay, LLC
N/A—8,867-8,867-100%$1.2M———
Kidder Stephen W
N/A—8,833-8,833-100%$1.2M———
Edmond de Rothschild Holding S.A.
N/A—8,803-8,803-100%$1.2M———
Leith Wheeler Investment Counsel Ltd.
N/A—8,795-8,795-100%$1.2M———
Hexagon Capital Partners LLC
N/A—8,779-8,779-100%$1.2M———
Oxbow Advisors, LLC
N/A—8,778-8,778-100%$1.2M———
Northstar Financial Companies, Inc.
N/A—8,743-8,743-100%$1.2M———
Members Trust Co
N/A—8,621-8,621-100%$1.2M———
Strategic Investment Advisors / MI
N/A—8,485-8,485-100%$1.1M———
Minot DeBlois Advisors LLC
N/A—8,447-8,447-100%$1.1M———
Martin & Co Inc
N/A—8,443-8,443-100%$1.1M———
Widmann Financial Services, Inc.
N/A—8,427-8,427-100%$1.1M———
Baader Bank Aktiengesellschaft
N/A—8,361-8,361-100%$1.1M———
Godshalk Welsh Capital Management, Inc.
N/A—8,325-8,325-100%$1.1M———
Copos Capital B.V.
N/A—8,322-8,322-100%$1.1M———
Schrum Private Wealth Management LLC
N/A—8,243-8,243-100%$1.3M———
Bramshill Investments, LLC
N/A—8,216-8,216-100%$1.1M———
Triton Financial Group Inc
N/A—8,212-8,212-100%$1.1M———
Kayne Anderson Rudnick Investment Management LLC
N/A—8,192-8,192-100%$1.1M———
Garrison Point Advisors, LLC
N/A—8,188-8,188-100%$1.1M———
Potomac Fund Management Inc
N/A—8,122-8,122-100%$1.1M———
TRB Wealth Management, LLC
N/A—8,067-8,067-100%$1.1M———
NCM Capital Management, LLC
N/A—8,065-8,065-100%$1.1M———
Meridian Wealth Advisors, LLC
N/A—8,063-8,063-100%$1.1M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—7,931-7,931-100%$1.1M———
Lifeworks Advisors, LLC
N/A—7,928-7,928-100%$1.1M———
Transamerica Financial Advisors, LLC
N/A—7,925-7,925-100%$1.1M———
WNY Asset Management, LLC
N/A—7,861-7,861-100%$1.1M———
IFC Advisors LLC
N/A—7,827-7,827-100%$1.1M———
Kintra Wealth, LLC
N/A—7,793-7,793-100%$1.1M———
Broderick Brian C
N/A—7,767-7,767-100%$1.1M———
Somerville Kurt F
N/A—7,763-7,763-100%$1.1M———
Timber Creek Capital Management LLC
N/A—7,725-7,725-100%$1.0M———
E Fund Management (Hong Kong) Co., Ltd.
N/A—7,718-7,718-100%$1.0M———
Xcelsior Advisor Partners LLC
N/A—7,710-7,710-100%$1.0M———
Alphadyne Asset Management LP
N/A—7,708-7,708-100%$1.0M———
Clark Capital Management Group, Inc.
N/A—7,705-7,705-100%$1.0M———
Odyssean, LLC
N/A—7,658-7,658-100%$1.0M———
Atlanta Consulting Group Advisors, LLC
N/A—7,654-7,654-100%$1.0M———
Bristlecone Value Partners, LLC
N/A—7,608-7,608-100%$1.0M———
FSB Premier Wealth Management, Inc.
N/A—7,583-7,583-100%$1.0M———
Rothschild Wealth LLC
N/A—7,579-7,579-100%$1.0M———
Goldstone Financial Group, LLC
N/A—7,539-7,539-100%$1.0M———
W1m Asset Management Ltd
N/A—7,517-7,517-100%$1.0M———
Pekao Towarzystwo Funduszy Inwestycyjnych S.A.
N/A—7,500-7,500-100%$1.0M———
Groupama Asset Managment
N/A—7,497-7,497-100%$1.0M———
Coastwise Capital Group, LLC
N/A—7,455-7,455-100%$1.0M———
Truvestments Capital LLC
N/A—7,359-7,359-100%$996.5K———
Custos Family Office, LLC
N/A—7,308-7,308-100%$989.5K———
MidFirst Bank
N/A—7,294-7,294-100%$987.6K———
Virtu Financial LLC
N/A—7,285-7,285-100%$986.0K———
Sienna Gestion
N/A—7,276-7,276-100%$1.0M———
Holderness Investments Co
N/A—7,245-7,245-100%$981.0K———
Blackhawk Capital Partners, LLC
N/A—7,230-7,230-100%$978.9K———
Waterloo Capital, L.P.
N/A—7,208-7,208-100%$975.9K———
Roehl & Yi Investment Advisors, LLC
N/A—7,200-7,200-100%$974.8K———
Legato Capital Management LLC
N/A—7,177-7,177-100%$971.8K———
Platform Wealth Management, LLC
N/A—7,042-7,042-100%$953.5K———
Z3 Capital Partners, LLC
N/A—7,014-7,014-100%$949.7K———
Accent Capital Management, LLC
N/A—6,940-6,940-100%$939.7K———
Taylor Hoffman Capital Management LLC
N/A—6,861-6,861-100%$929.0K———
M1 Capital Management LLC
N/A—6,837-6,837-100%$925.7K———
Kirtland Hills Capital Management, LLC
N/A—6,836-6,836-100%$925.6K———
Corsicana & Co.
N/A—6,820-6,820-100%$923.4K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—6,814-6,814-100%$922.6K———
Buckley Wealth Management, LLC
N/A—6,792-6,792-100%$919.5K———
LRI Investments, LLC
N/A—6,775-6,775-100%$917.3K———
Tudor Financial Inc.
N/A—6,769-6,769-100%$916.5K———
Verity Wealth Advisors
N/A—6,726-6,726-100%$910.7K———
SCS Capital Management LLC
N/A—6,714-6,714-100%$909.1K———
Aberdeen Wealth Management LLC
N/A—6,697-6,697-100%$906.8K———
LOS Angeles Capital Management LLC
N/A—6,670-6,670-100%$903.1K———
Magnolia Capital Advisors LLC
N/A—6,658-6,658-100%$901.5K———
Westfuller Advisors, LLC
N/A—6,654-6,654-100%$900.9K———
PCB Capital LLC
N/A—6,647-6,647-100%$900.0K———
Osmosis Investment Management UK Ltd
N/A—6,593-6,593-100%$892.7K———
American Money Management, LLC
N/A—6,586-6,586-100%$891.8K———
AlphaGrep UK Ltd
N/A—6,583-6,583-100%$891.3K———
Castlekeep Investment Advisors LLC
N/A—6,555-6,555-100%$887.5K———
Cambria Investment Management, L.P.
N/A—6,547-6,547-100%$886.5K———
Private Capital Management, LLC
N/A—6,510-6,510-100%$881.5K———
Blueshift Asset Management, LLC
N/A—6,507-6,507-100%$881.0K———
Core Capital Management & Research, inc.
N/A—6,486-6,486-100%$931.7K———
Keynote Financial Services LLC
N/A—6,475-6,475-100%$876.7K———
Ellenbecker Investment Group
N/A—6,442-6,442-100%$872.3K———
Delaney Dennis R
N/A—6,350-6,350-100%$859.8K———
Colter Lewis Investment Partners LLC
N/A—6,300-6,300-100%$853.0K———
Waddell & Associates, LLC
N/A—6,279-6,279-100%$850.2K———
CoreFirst Bank & Trust
N/A—6,261-6,261-100%$847.7K———
Cullen Capital Management, LLC
N/A—6,224-6,224-100%$842.7K———
Ark Wealth Advisors LLC
N/A—6,212-6,212-100%$841.0K———
Infrastructure Capital Advisors, LLC
N/A—6,163-6,163-100%$834.5K———
Star Financial Bank
N/A—6,154-6,154-100%$833.3K———
Dividend Assets Capital, LLC
N/A—6,139-6,139-100%$831.2K———
Royal Capital Wealth Management, LLC
N/A—6,130-6,130-100%$830.1K———
Bridgewater Advisors Inc.
N/A—6,057-6,057-100%$845.7K———
IKE Capital, LLC
N/A—6,055-6,055-100%$819.8K———
Fortis Capital Management LLC
N/A—5,990-5,990-100%$811.1K———
Empirical Asset Management, LLC
N/A—5,988-5,988-100%$810.8K———
Proffitt & Goodson Inc
N/A—5,987-5,987-100%$810.6K———
Guardian Wealth Advisors, LLC / NC
N/A—5,974-5,974-100%$808.9K———
Berger Financial Group, Inc
N/A—5,962-5,962-100%$807.2K———
OneAscent Financial Services LLC
N/A—5,924-5,924-100%$802.1K———
Purpose Unlimited Inc.
N/A—5,901-5,901-100%$800.9K———
Southeast Asset Advisors, LLC
N/A—5,894-5,894-100%$798.0K———
Aureus Asset Management, LLC
N/A—5,884-5,884-100%$796.7K———
Proficio Capital Partners LLC
N/A—5,812-5,812-100%$786.9K———
Defiance ETFs, LLC
N/A—5,762-5,762-100%$813.4K———
BTC Capital Management, Inc.
N/A—5,726-5,726-100%$775.3K———
Resurgent Financial Advisors LLC
N/A—5,686-5,686-100%$770.0K———
SHP Wealth Management
N/A—5,659-5,659-100%$766.3K———
Seneca House Advisors
N/A—5,596-5,596-100%$757.7K———
Broadwater Capital Management LLC
N/A—5,580-5,580-100%$755.5K———
Venturi Wealth Management, LLC
N/A—5,550-5,550-100%$751.4K———
Glen Eagle Advisors, LLC
N/A—5,531-5,531-100%$748.9K———
Fullerton Fund Management Co Ltd.
N/A—5,529-5,529-100%$748.6K———
GTS Securities LLC
N/A—5,524-5,524-100%$748.0K———
Prestige Wealth Management Group LLC
N/A—5,500-5,500-100%$744.7K———
Uniplan Investment Counsel, Inc.
N/A—5,451-5,451-100%$738.1K———
RiverPark Advisors, LLC
N/A—5,451-5,451-100%$738.1K———
Lakeridge Wealth Management LLC
N/A—5,439-5,439-100%$736.5K———
Richard W. Paul & Associates, LLC
N/A—5,429-5,429-100%$735.1K———
Core Alternative Capital
N/A—5,384-5,384-100%$729.0K———
RFP Financial Group LLC
N/A—5,384-5,384-100%$729.0K———
Jackson, Grant Investment Advisers, Inc.
N/A—5,367-5,367-100%$726.7K———
Wellspring Financial Advisors, LLC
N/A—5,345-5,345-100%$723.8K———
Cladis Investment Advisory, LLC
N/A—5,280-5,280-100%$714.9K———
Quotient Wealth Partners, LLC
N/A—5,268-5,268-100%$713.3K———
Fortune Financial Advisors, LLC
N/A—5,199-5,199-100%$704.0K———
FAS Wealth Partners, Inc.
N/A—5,182-5,182-100%$701.7K———
Somerset Group LLC
N/A—5,138-5,138-100%$705.9K———
Foster & Motley Inc
N/A—5,113-5,113-100%$692.0K———
Gilbert & Cook, Inc.
N/A—5,086-5,086-100%$688.7K———
Centaurus Financial, Inc.
N/A—5,030-5,030-100%$681.0K———
Seven Springs Wealth Group, LLC
N/A—4,998-4,998-100%$676.7K———
First Foundation Advisors
N/A—4,998-4,998-100%$676.8K———
Fortress Private Ledger, LLC
N/A—4,973-4,973-100%$673.4K———
GSA Capital Partners LLP
N/A—4,970-4,970-100%$673.0K———
Investor's Fiduciary Advisor Network, LLC
N/A—4,963-4,963-100%$671.0K———
Parvin Asset Management, LLC
N/A—4,913-4,913-100%$665.2K———
Ironvine Capital Partners, LLC
N/A—4,900-4,900-100%$663.5K———
Elgethun Capital Management
N/A—4,884-4,884-100%$661.2K———
First National Bank of Hutchinson
N/A—4,865-4,865-100%$658.7K———
Sandy Cove Advisors, LLC
N/A—4,861-4,861-100%$658.2K———
CIM Investment Management Inc
N/A—4,843-4,843-100%$655.7K———
Jackson Thornton Wealth Management, LLC
N/A—4,822-4,822-100%$652.9K———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—4,815-4,815-100%$652.0K———
Hudson Value Partners, LLC
N/A—4,755-4,755-100%$643.8K———
OneAscent Wealth Management LLC
N/A—4,694-4,694-100%$635.6K———
Westmount Partners, LLC
N/A—4,693-4,693-100%$635.5K———
Signet Private Wealth LLC
N/A—4,654-4,654-100%$630.1K———
44 Wealth Management LLC
N/A—4,650-4,650-100%$629.6K———
Argent Advisors, Inc.
N/A—4,642-4,642-100%$628.5K———
Moment Partners, LLC
N/A—4,636-4,636-100%$627.7K———
Miller Investment Management, LP
N/A—4,631-4,631-100%$627.0K———
Kiley Juergens Wealth Management, LLC
N/A—4,627-4,627-100%$626.5K———
Chesapeake Asset Management LLC
N/A—4,610-4,610-100%$624.2K———
Hemenway Trust Co LLC
N/A—4,545-4,545-100%$615.4K———
Bay Rivers Group
N/A—4,531-4,531-100%$613.5K———
Advisory Alpha, LLC
N/A—4,522-4,522-100%$612.6K———
Everpar Advisors LLC
N/A—4,520-4,520-100%$612.0K———
Weik Capital Management
N/A—4,510-4,510-100%$610.7K———
First American Trust, FSB
N/A—4,500-4,500-100%$609.3K———
Financial Engines Advisors L.L.C.
N/A—4,440-4,440-100%$601.2K———
Aventura Private Wealth, LLC
N/A—4,396-4,396-100%$595.3K———
Wrapmanager Inc
N/A—4,348-4,348-100%$588.7K———
Spectrum Investment Advisors, Inc.
N/A—4,338-4,338-100%$587.4K———
WJ Financial Advisors LLC
N/A—4,330-4,330-100%$586.2K———
Quattro Advisors LLC
N/A—4,326-4,326-100%$585.7K———
Atlas Wealth LLC
N/A—4,239-4,239-100%$574.0K———
Basecamp Wealth Advisors LLC
N/A—4,227-4,227-100%$572.3K———
Goepper Burkhardt LLC
N/A—4,214-4,214-100%$570.6K———
Twinbeech Capital LP
N/A—4,205-4,205-100%$569.4K———
Apriem Advisors
N/A—4,189-4,189-100%$567.2K———
Alteri Wealth LLC
N/A—4,157-4,157-100%$562.9K———
Voya Financial Advisors, Inc.
N/A—4,145-4,145-100%$574.8K———
Iron Gate Global Advisors LLC
N/A—4,121-4,121-100%$558.0K———
Arbor Trust Wealth Advisors, LLC
N/A—4,096-4,096-100%$554.6K———
Pointe Capital Management LLC
N/A—4,072-4,072-100%$551.3K———
Sovereign Financial Group, Inc.
N/A—4,058-4,058-100%$549.4K———
S&T Bank
N/A—4,049-4,049-100%$548.2K———
Phillips Wealth Planners LLC
N/A—4,040-4,040-100%$585.7K———
Bogart Wealth, LLC
N/A—4,034-4,034-100%$546.1K———
Secured Retirement Advisors, LLC
N/A—4,020-4,020-100%$544.3K———
Stoneridge Investment Partners LLC
N/A—4,016-4,016-100%$560———
Aristotle Atlantic Partners, LLC
N/A—4,000-4,000-100%$541.6K———
Old North State Trust, LLC
N/A—3,992-3,992-100%$541.0K———
Fukoku Mutual Life Insurance Co
N/A—3,981-3,981-100%$539.0K———
Sound Capital Solutions LLC
N/A—3,970-3,970-100%$537.5K———
Optimize Financial Inc.
N/A—3,970-3,970-100%$537.5K———
Pgim Custom Harvest LLC
N/A—3,966-3,966-100%$537.0K———
American Investment Services, Inc.
N/A—3,951-3,951-100%$535.0K———
Astoria Portfolio Advisors Llc.
N/A—3,945-3,945-100%$534.2K———
Trinity Legacy Partners, LLC
N/A—3,942-3,942-100%$549.6K———
Sandro Wealth Management LLC
N/A—3,909-3,909-100%$529.3K———
Crabel Capital Management, LLC
N/A—3,905-3,905-100%$528.7K———
Greenwich Wealth Management LLC
N/A—3,900-3,900-100%$528.0K———
Vantus Wealth LLC
N/A—3,894-3,894-100%$527.3K———
Winthrop Partners - WNY, LLC
N/A—3,839-3,839-100%$519.8K———
Winton Group Ltd
N/A—3,800-3,800-100%$514.5K———
Seeds Investor LLC
N/A—3,785-3,785-100%$512.4K———
Invst, LLC
N/A—3,785-3,785-100%$512.4K———
Templeton & Phillips Capital Management, LLC
N/A—3,773-3,773-100%$510.9K———
Aviso Financial Inc.
N/A—3,770-3,770-100%$510.5K———
Farringdon Capital, Ltd.
N/A—3,741-3,741-100%$506.5K———
Liberty Wealth Management LLC
N/A—3,725-3,725-100%$578.5K———
Cyber Hornet ETFs LLC
N/A—3,721-3,721-100%$503.8K———
Northstar Asset Management Inc
N/A—3,670-3,670-100%$496.9K———
JT Stratford LLC
N/A—3,655-3,655-100%$494.9K———
Voleon Capital Management LP
N/A—3,649-3,649-100%$494.1K———
Keel Point, LLC
N/A—3,638-3,638-100%$492.6K———
Rock Point Advisors, LLC
N/A—3,623-3,623-100%$490.6K———
360 Financial, Inc.
N/A—3,618-3,618-100%$489.9K———
Continuum Advisory, LLC
N/A—3,606-3,606-100%$488.3K———
Magnetar Financial LLC
N/A—3,595-3,595-100%$486.8K———
Cary Street Partners Investment Advisory LLC
N/A—3,594-3,594-100%$486.5K———
MJP Associates Inc
N/A—3,585-3,585-100%$485.5K———
LaSalle St. Investment Advisors, LLC
N/A—3,581-3,581-100%$484.9K———
Palisade Capital Management, LP
N/A—3,577-3,577-100%$484.3K———
Gallagher Fiduciary Advisors, LLC
N/A—3,523-3,523-100%$477.0K———
Capital Wealth Planning, LLC
N/A—3,445-3,445-100%$466.5K———
Meeder Asset Management Inc
N/A—3,441-3,441-100%$465.9K———
Requisite Capital Management, LLC
N/A—3,413-3,413-100%$462.1K———
Catalyst Funds Management Pty Ltd
N/A—3,400-3,400-100%$460.4K———
Capstone Financial Advisors, Inc.
N/A—3,380-3,380-100%$457.7K———
Main Street Research LLC
N/A—3,365-3,365-100%$455.6K———
Granite Harbor Advisors, Inc.
N/A—3,358-3,358-100%$454.7K———
PCG Wealth Advisors, LLC
N/A—3,357-3,357-100%$454.5K———
New Republic Capital, LLC
N/A—3,343-3,343-100%$452.6K———
IMA Advisory Services, Inc.
N/A—3,311-3,311-100%$448.3K———
Baltimore-Washington Financial Advisors, Inc.
N/A—3,274-3,274-100%$443.4K———
Knightsbridge Asset Management, LLC
N/A—3,262-3,262-100%$441.7K———
Advocacy Wealth Management, LLC
N/A—3,252-3,252-100%$440.3K———
Northwest Quadrant Wealth Management, LLC
N/A—3,249-3,249-100%$439.9K———
Clarendon Private LLC
N/A—3,246-3,246-100%$439.6K———
Fairview Capital Investment Management, LLC
N/A—3,235-3,235-100%$438.1K———
Riverview Capital Advisers, LLC
N/A—3,217-3,217-100%$435.6K———
Orographic Financial Advisors, LLC
N/A—3,209-3,209-100%$445———
Puzo Michael J
N/A—3,200-3,200-100%$433.3K———
Rexford Capital Inc
N/A—3,193-3,193-100%$432.3K———
Sand Hill Global Advisors, LLC
N/A—3,192-3,192-100%$432.2K———
Joule Financial, LLC
N/A—3,190-3,190-100%$431.9K———
Blalock Williams, LLC
N/A—3,186-3,186-100%$431.4K———
Medallion Wealth Advisors, LLC
N/A—3,186-3,186-100%$431.4K———
Marble Wealth, LLC
N/A—3,163-3,163-100%$428.3K———
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
N/A—3,143-3,143-100%$425.6K———
Crux Wealth Advisors
N/A—3,136-3,136-100%$424.6K———
17 Capital Partners, LLC
N/A—3,134-3,134-100%$424.3K———
Financial Advisors Network, Inc.
N/A—3,121-3,121-100%$422.6K———
Atlas Legacy Advisors, LLC
N/A—3,103-3,103-100%$434.2K———
Alan B Lancz & Associates, Inc.
N/A—3,078-3,078-100%$416.8K———
Dodge & COX
N/A—3,075-3,075-100%$416.4K———
CVA Family Office, LLC
N/A—3,071-3,071-100%$415.9K———
Vigil Wealth Management, LLC
N/A—3,071-3,071-100%$415.8K———
Morris Financial Concepts, Inc.
N/A—3,062-3,062-100%$414.6K———
HHM Wealth Advisors, LLC
N/A—3,038-3,038-100%$411.4K———
Adapt Wealth Advisors, LLC
N/A—3,035-3,035-100%$411.0K———
Graver Capital Management, LLC
N/A—3,000-3,000-100%$406.2K———
Delos Wealth Advisors, LLC
N/A—2,966-2,966-100%$401.6K———
Ironwood Investment Management LLC
N/A—2,940-2,940-100%$398.1K———
KDT Advisors, LLC
N/A—2,938-2,938-100%$397.8K———
Ames National Corp
N/A—2,938-2,938-100%$397.8K———
FLC Capital Advisors
N/A—2,925-2,925-100%$396.0K———
CM Wealth Advisors LLC
N/A—2,925-2,925-100%$396.0K———
Houlihan Financial Resource Group, Ltd.
N/A—2,916-2,916-100%$394.8K———
Pitcairn Wealth Advisors LLC
N/A—2,913-2,913-100%$394.5K———
Bolthouse Investments, LLC
N/A—2,913-2,913-100%$394.5K———
Safeguard Investment Advisory Group, LLC
N/A—2,911-2,911-100%$394.2K———
Zevin Asset Management LLC
N/A—2,905-2,905-100%$393.3K———
Alesco Advisors, LLC, An ESL Co
N/A—2,902-2,902-100%$392.9K———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—2,896-2,896-100%$392.2K———
Clifford Group, LLC
N/A—2,891-2,891-100%$391.4K———
AFT, Forsyth & Company, Inc.
N/A—2,889-2,889-100%$391.2K———
Madison Wealth Partners, Inc
N/A—2,885-2,885-100%$390.7K———
Caerus Investment Advisors, LLC
N/A—2,861-2,861-100%$387.4K———
Faithward Advisors, LLC
N/A—2,855-2,855-100%$386.6K———
Brand Asset Management Group, Inc.
N/A—2,850-2,850-100%$385.9K———
Ruggaard & Associates LLC
N/A—2,849-2,849-100%$385.8K———
WealthShield Partners, LLC
N/A—2,839-2,839-100%$384.4K———
BlackDiamond Wealth Management, LLC
N/A—2,833-2,833-100%$390.2K———
WealthTrust Axiom LLC
N/A—2,827-2,827-100%$382.8K———
America First Investment Advisors, LLC
N/A—2,819-2,819-100%$381.7K———
Performance Wealth Partners, LLC
N/A—2,800-2,800-100%$379.1K———
Gentry Private Wealth, LLC
N/A—2,794-2,794-100%$378.3K———
Frisch Financial Group, Inc.
N/A—2,736-2,736-100%$370.4K———
Cornerstone Financial Management LLC
N/A—2,732-2,732-100%$369.9K———
Beto Financial Group, LLC
N/A—2,723-2,723-100%$368.9K———
Evergreen Wealth Partners LLC
N/A—2,710-2,710-100%$367.0K———
Drexel Morgan & Co.
N/A—2,700-2,700-100%$365.6K———
Measured Wealth Private Client Group, LLC
N/A—2,683-2,683-100%$363.3K———
Greenline Partners, LLC
N/A—2,673-2,673-100%$361.9K———
Core Wealth Advisors, Inc.
N/A—2,667-2,667-100%$361.1K———
Lbmc Investment Advisors, LLC
N/A—2,663-2,663-100%$360.5K———
Aurdan Capital Management, LLC
N/A—2,644-2,644-100%$358.0K———
Lumbard & Kellner, LLC
N/A—2,640-2,640-100%$357.5K———
Bannerstone Capital Management, LLC
N/A—2,636-2,636-100%$356.9K———
Wallace Advisory Group, LLC
N/A—2,632-2,632-100%$356.4K———
Strategic Wealth Partners, Ltd.
N/A—2,629-2,629-100%$355.9K———
Avalon Trust Co
N/A—2,593-2,593-100%$351.1K———
Generation Capital Management LLC
N/A—2,580-2,580-100%$349.3K———
Circle Wealth Management, LLC
N/A—2,568-2,568-100%$347.7K———
Keating Financial Advisory Services, Inc.
N/A—2,565-2,565-100%$347.4K———
SOA Wealth Advisors, Llc.
N/A—2,562-2,562-100%$346.9K———
Khazanah Nasional Berhad
N/A—2,552-2,552-100%$345.5K———
D L Carlson Investment Group Inc
N/A—2,531-2,531-100%$342.7K———
Allied Private Wealth LLC
N/A—2,496-2,496-100%$355.8K———
McLaughlin Asset Management, Inc.
N/A—2,489-2,489-100%$337.0K———
Keystone Financial Services
N/A—2,481-2,481-100%$335.9K———
Fiduciary Wealth Partners, LLC
N/A—2,480-2,480-100%$335.8K———
Centric Wealth Management
N/A—2,472-2,472-100%$382.2K———
Broadleaf Partners, LLC
N/A—2,458-2,458-100%$332.8K———
OneAscent Family Office, LLC
N/A—2,458-2,458-100%$332.8K———
Sunflower Bank, N.A.
N/A—2,453-2,453-100%$332.1K———
Steigerwald, Gordon & Koch Inc.
N/A—2,431-2,431-100%$329.2K———
Doheny Asset Management
N/A—2,429-2,429-100%$329.0K———
Oxford Financial Group, Ltd. LLC
N/A—2,426-2,426-100%$328.5K———
Tacita Capital Inc
N/A—2,420-2,420-100%$327.7K———
Riverview Trust Co
N/A—2,418-2,418-100%$327.4K———
Snowwater Investment Partners, LLC
N/A—2,403-2,403-100%$325.4K———
Rialto Wealth Management, LLC
N/A—2,402-2,402-100%$325.2K———
Fiduciary Financial Advisors
N/A—2,399-2,399-100%$323.9K———
Ponta Wealth Partners, LLC
N/A—2,391-2,391-100%$323.7K———
Sharp Wealth Advisory, LLC
N/A—2,385-2,385-100%$322.9K———
Pingora Partners LLC
N/A—2,383-2,383-100%$322.7K———
PCM Encore, LLC
N/A—2,371-2,371-100%$321.0K———
Bouchey Financial Group, Ltd.
N/A—2,363-2,363-100%$320.0K———
Valtrion Capital Management, LLC
N/A—2,350-2,350-100%$318.2K———
Stonebrook Private Inc.
N/A—2,348-2,348-100%$317.9K———
Millstone Evans Group, LLC
N/A—2,347-2,347-100%$317.8K———
Petix & Botte Co
N/A—2,346-2,346-100%$317.6K———
Arkos Global Advisors
N/A—2,323-2,323-100%$315.0K———
First Commonwealth Financial Corp
N/A—2,322-2,322-100%$314.3K———
Jacobs Levy Equity Management, Inc
N/A—2,321-2,321-100%$314.3K———
Aspen Grove Capital, LLC
N/A—2,313-2,313-100%$313.2K———
Sun Financial Inc
N/A—2,311-2,311-100%$318.3K———
Oakmont Advisory Group, LLC
N/A—2,297-2,297-100%$311.0K———
Intrepid Financial Planning Group LLC
N/A—2,283-2,283-100%$309.1K———
Atlantic Family Wealth, LLC
N/A—2,272-2,272-100%$307.6K———
Twin City Private Wealth, LLC
N/A—2,243-2,243-100%$303.7K———
Henrickson Nauta Wealth Advisors, Inc.
N/A—2,242-2,242-100%$303.6K———
BBR Partners, LLC
N/A—2,241-2,241-100%$303.4K———
Fi3 Financial Advisors, LLC
N/A—2,229-2,229-100%$233.0K———
Tradition Wealth Management, LLC
N/A—2,229-2,229-100%$301.8K———
Elefante Mark B
N/A—2,225-2,225-100%$301.3K———
Sone Capital Management, LLC
N/A—2,221-2,221-100%$300.7K———
Petra Financial Advisors Inc
N/A—2,217-2,217-100%$300.1K———
Ankerstar Wealth, LLC
N/A—2,186-2,186-100%$296.0K———
Berkeley Capital Partners, LLC
N/A—2,178-2,178-100%$294.9K———
Advance Capital Management, Inc.
N/A—2,176-2,176-100%$294.7K———
Rowlandmiller & Partners.adv
N/A—2,175-2,175-100%$294.5K———
Boston Partners
N/A—2,165-2,165-100%$293.2K———
Maridea Wealth Management LLC
N/A—2,163-2,163-100%$292.3K———
Bravera Wealth
N/A—2,161-2,161-100%$292.6K———
Vance Wealth, LLC
N/A—2,158-2,158-100%$292.2K———
Bellevue Asset Management, LLC
N/A—2,151-2,151-100%$291.4K———
GW&K Investment Management, LLC
N/A—2,147-2,147-100%$291.0K———
Constant Guidance Financial LLC
N/A—2,125-2,125-100%$287.7K———
Objectivity Squared, LLC
N/A—2,116-2,116-100%$286.5K———
Ritter Daniher Financial Advisory LLC / de
N/A—2,110-2,110-100%$285.7K———
Consilio Wealth Advisors, LLC
N/A—2,104-2,104-100%$284.9K———
Claris Advisors, LLC / MO /
N/A—2,096-2,096-100%$283.8K———
Cvfg LLC
N/A—2,095-2,095-100%$283.6K———
First Dallas Securities Inc.
N/A—2,085-2,085-100%$282.3K———
McGowan Group Asset Management, Inc.
N/A—2,080-2,080-100%$281.7K———
Paradigm Capital Management, LLC
N/A—2,068-2,068-100%$280.0K———
SK Wealth Management, LLC
N/A—2,066-2,066-100%$284.5K———
One Charles Private Wealth Services, LLC
N/A—2,055-2,055-100%$278.2K———
Prosperity Bancshares Inc
N/A—2,032-2,032-100%$275.1K———
Harris Associates L P
N/A—2,015-2,015-100%$272.8K———
Wealth Advisors of Iowa, LLC
N/A—2,012-2,012-100%$272.5K———
Sompo Asset Management Co., Ltd.
N/A—2,010-2,010-100%$272.2K———
Hurricane Capital Advisors LLC
N/A—2,000-2,000-100%$270.8K———
Birmingham Capital Management Co Inc
N/A—2,000-2,000-100%$271.0K———
Bank of Nova Scotia Trust Co
N/A—1,999-1,999-100%$270.7K———
Topsail Wealth Management, LLC
N/A—1,996-1,996-100%$270.3K———
Counterweight Ventures, LLC
N/A—1,984-1,984-100%$268.6K———
Wayfinding Financial, LLC
N/A—1,976-1,976-100%$267.0K———
Cahill Financial Advisors Inc
N/A—1,960-1,960-100%$265.4K———
Nvest Financial, LLC
N/A—1,958-1,958-100%$265.1K———
Rench Wealth Management, Inc.
N/A—1,939-1,939-100%$262.6K———
Bcgm Wealth Management, LLC
N/A—1,935-1,935-100%$262.1K———
49 Wealth Management, LLC
N/A—1,924-1,924-100%$260.6K———
FSA Advisors, Inc.
N/A—1,924-1,924-100%$261.0K———
Alongside, LLC
N/A—1,924-1,924-100%$260.6K———
Ridge Creek Global, Inc
N/A—1,924-1,924-100%$260.5K———
Knollwood Investment Advisory, LLC
N/A—1,923-1,923-100%$260.4K———
Claret Asset Management Corp
N/A—1,922-1,922-100%$260.0K———
Denali Advisors LLC
N/A—1,909-1,909-100%$258.4K———
Tranquilli Financial Advisor LLC
N/A—1,891-1,891-100%$256.0K———
Hudson Bay Capital Management LP
N/A—1,880-1,880-100%$254.6K———
Marex Group Ltd
N/A—1,876-1,876-100%$254.0K———
Aegis Wealth Management LLC
N/A—1,873-1,873-100%$253.6K———
Acorns Advisers, LLC
N/A—1,860-1,860-100%$252.0K———
Crewe Advisors LLC
N/A—1,858-1,858-100%$251.6K———
Thompson David Blair
N/A—1,855-1,855-100%$251.2K———
Vision Retirement, LLC
N/A—1,855-1,855-100%$251.1K———
Element Wealth, LLC
N/A—1,854-1,854-100%$251.0K———
OneAscent Investment Solutions LLC
N/A—1,850-1,850-100%$250.5K———
Arvest Bank Trust Division
N/A—1,849-1,849-100%$250.4K———
Wealth Management Associates, Inc.
N/A—1,841-1,841-100%$249.3K———
Horizon Kinetics Asset Management LLC
N/A—1,840-1,840-100%$249.1K———
Reliant Investment Partners, LLC
N/A—1,816-1,816-100%$245.9K———
Lathrop Investment Management Co
N/A—1,809-1,809-100%$245.0K———
Bantamac Capital, LLC
N/A—1,807-1,807-100%$244.7K———
Pine Harbor Wealth Management, LLC
N/A—1,801-1,801-100%$243.9K———
Kahn Brothers Group Inc
N/A—1,800-1,800-100%$243.7K———
German American Bancorp, Inc.
N/A—1,793-1,793-100%$242.8K———
Aspire Capital Advisors LLC
N/A—1,789-1,789-100%$242.3K———
Flatrock Wealth Partners LLC
N/A—1,782-1,782-100%$241.2K———
Maxele Advisors, LLC
N/A—1,775-1,775-100%$240.3K———
Novak & Powell Financial Services, Inc.
N/A—1,772-1,772-100%$239.9K———
Range Advisory, LLC
N/A—1,751-1,751-100%$237.0K———
O'rourke & Company, Inc
N/A—1,748-1,748-100%$236.8K———
Byrne Financial Freedom, LLC
N/A—1,712-1,712-100%$231.9K———
American Financial Advisors, LLC
N/A—1,702-1,702-100%$230.4K———
Parkwoods Wealth Partners, LLC
N/A—1,700-1,700-100%$230.2K———
Nicholson Meyer Capital Management, Inc.
N/A—1,694-1,694-100%$229.4K———
Elk River Wealth Management LLC
N/A—1,690-1,690-100%$228.8K———
STG Securities, LLC
N/A—1,683-1,683-100%$227.9K———
Rockbridge Investment Management, LCC
N/A—1,683-1,683-100%$227.9K———
Hanover Advisors Inc
N/A—1,678-1,678-100%$227.2K———
MOR Wealth Management, LLC
N/A—1,670-1,670-100%$226.1K———
Talon Private Wealth, LLC
N/A—1,667-1,667-100%$225.6K———
Stonebridge Financial Group, LLC / MO
N/A—1,665-1,665-100%$225.4K———
Clark Estates Inc
N/A—1,650-1,650-100%$223.4K———
Navellier & Associates Inc
N/A—1,642-1,642-100%$222.3K———
Independent Family Office, LLC
N/A—1,635-1,635-100%$221.4K———
Bruce G. Allen Investments, LLC
N/A—1,628-1,628-100%$220.4K———
Brio Consultants, LLC
N/A—1,628-1,628-100%$220.4K———
Planning Directions Inc
N/A—1,626-1,626-100%$220.1K———
Bard Associates Inc
N/A—1,608-1,608-100%$217.7K———
Ascension Capital Advisors, Inc.
N/A—1,593-1,593-100%$215.7K———
Castle Wealth Management LLC
N/A—1,585-1,585-100%$214.6K———
Calton & Associates, Inc.
N/A—1,584-1,584-100%$214.5K———
Intellus Advisors LLC
N/A—1,569-1,569-100%$212.4K———
Wood Tarver Financial Group, LLC
N/A—1,569-1,569-100%$212.0K———
Lansing Street Advisors
N/A—1,567-1,567-100%$212.2K———
Wealthspan Partners, LLC
N/A—1,566-1,566-100%$212.1K———
New World Advisors LLC
N/A—1,564-1,564-100%$211.8K———
Campbell Deegan Wealth Management, LLC
N/A—1,558-1,558-100%$211.0K———
Disciplined Investments, LLC
N/A—1,558-1,558-100%$210.9K———
Compton Financial Group, LLC
N/A—1,554-1,554-100%$210.4K———
Chelsea Counsel Co
N/A—1,550-1,550-100%$209.9K———
Inspire Advisors, LLC
N/A—1,518-1,518-100%$205.9K———
PAX Financial Group, LLC
N/A—1,513-1,513-100%$204.9K———
Alvarez & Marsal Private Wealth Partners, LLC
N/A—1,501-1,501-100%$203.2K———
Paradigm Capital Management Inc
N/A—1,500-1,500-100%$203.1K———
J. Goldman & Co LP
N/A—1,500-1,500-100%$203.1K———
TD Capital Management LLC
N/A—1,493-1,493-100%$202.1K———
Safe Harbor Fiduciary, LLC
N/A—1,483-1,483-100%$200.8K———
Sittner & Nelson, LLC
N/A—1,463-1,463-100%$198.1K———
Loomis Sayles & Co L P
N/A—1,435-1,435-100%$194.3K———
Tiemann Investment Advisors, LLC
N/A—1,432-1,432-100%$193.9K———
PIN OAK Investment Advisors Inc
N/A—1,404-1,404-100%$190.0K———
Cohen & Steers, Inc.
N/A—1,400-1,400-100%$190.0K———
Orion Capital Management LLC
N/A—1,386-1,386-100%$187.7K———
WealthCollab, LLC
N/A—1,380-1,380-100%$186.9K———
Innovative Asset Advisors Group, LLC
N/A—1,319-1,319-100%$178.5K———
Ameriflex Group, Inc.
N/A—1,302-1,302-100%$176.3K———
1015 Capital Partners, LLC
N/A—1,275-1,275-100%$172.6K———
Neo Ivy Capital Management
N/A—1,257-1,257-100%$170.2K———
Cascades Capital Asset Management, LLC
N/A—1,232-1,232-100%$166.8K———
Graney & King, LLC
N/A—1,195-1,195-100%$161.8K———
Beaird Harris Wealth Management, LLC
N/A—1,178-1,178-100%$159.5K———
Providence Capital Advisors, LLC
N/A—1,067-1,067-100%$144.5K———
HighMark Wealth Management LLC
N/A—1,034-1,034-100%$140.0K———
Heartland Advisors Inc
N/A—1,000-1,000-100%$135.4K———
Alpine Fox Capital LLC
N/A—1,000-1,000-100%$135.4K———
Stonehage Fleming Financial Services Holdings Ltd
N/A—977-977-100%$132.3K———
Godfrey Financial Associates, Inc.
N/A—879-879-100%$119.0K———
VSM Wealth Advisory, LLC
N/A—866-866-100%$117.2K———
Optiver Holding B.V.
N/A—859-859-100%$116.3K———
Bernard Wealth Management Corp.
N/A—850-850-100%$115.1K———
Leo H. Evart, Inc.
N/A—799-799-100%$108.2K———
Game Plan Financial Advisors, LLC
N/A—785-785-100%$106.3K———
Walleye Capital LLC
N/A—774-774-100%$104.8K———
Strategic Investment Solutions, Inc.
N/A—737-737-100%$99.8K———
Hollencrest Capital Management
N/A—666-666-100%$90.2K———
Synergy Investment Management, LLC
N/A—658-658-100%$94.3K———
Kerr Financial Planning Corp
N/A—644-644-100%$87.1K———
Financial Gravity Companies, Inc.
N/A—630-630-100%$85.3K———
Fourth Dimension Wealth, LLC
N/A—629-629-100%$85.2K———
Operose Advisors LLC
N/A—565-565-100%$76.5K———
Three Bearings Fiduciary Advisors, Inc.
N/A—556-556-100%$75.3K———
Kemnay Advisory Services Inc.
N/A—552-552-100%$74.7K———
FWL Investment Management, LLC
N/A—532-532-100%$72.0K———
Mcguire Capital Advisors Inc
N/A—521-521-100%$70.5K———
Boreal Capital Management LLC
N/A—515-515-100%$69.7K———
NI Acquisitions Company, LLC
N/A—511-511-100%$214.9K———
Ogorek Anthony Joseph
N/A—509-509-100%$68———
Horizon Bancorp Inc
N/A—504-504-100%$68.0K———
Ramirez Asset Management, Inc.
N/A—500-500-100%$67.7K———
Twin Lakes Capital Management, LLC
N/A—491-491-100%$66.4K———
Mpwm Advisory Solutions, LLC
N/A—477-477-100%$64.6K———
Sachetta, LLC
N/A—475-475-100%$64.3K———
Timbuktu Capital Management, LLC
N/A—460-460-100%$62.3K———
Caitlin John, LLC
N/A—446-446-100%$60.4K———
Manning & Napier Advisors LLC
N/A—401-401-100%$55.6K———
Palouse Capital Management, Inc.
N/A—400-400-100%$54.2K———
Battery Global Advisors, LLC
N/A—380-380-100%$51.5K———
Dunhill Financial, LLC
N/A—360-360-100%$48.9K———
Raffa Wealth Management, LLC
N/A—353-353-100%$47.8K———
Regatta Research & Money Management
N/A—343-343-100%$46.4K———
Aster Capital Management (Difc) Ltd
N/A—337-337-100%$45.6K———
Wellington-Altus USA Inc.
N/A—309-309-100%$48.0K———
KEB Asset Management, LLC
N/A—308-308-100%$41.7K———
Frazier Financial Advisors, LLC
N/A—301-301-100%$40.8K———
1248 Management, LLC
N/A—259-259-100%$35.1K———
Nalls Sherbakoff Group, LLC
N/A—255-255-100%$34.5K———
Napier Financial, LLC
N/A—250-250-100%$33.9K———
Kilter Group LLC
N/A—245-245-100%$33.2K———
Osterweis Capital Management Inc
N/A—230-230-100%$31.1K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—227-227-100%$30.7K———
Financial Avengers, Inc.
N/A—226-226-100%$30.6K———
Hamrick Investment Counsel, llc
N/A—200-200-100%$27.1K———
Silicon Valley Capital Partners
N/A—194-194-100%$26.2K———
Benson Wealth Management Inc
N/A—173-173-100%$23.4K———
Westend Capital Management, LLC
N/A—158-158-100%$21.4K———
1 North Wealth Services LLC
N/A—156-156-100%$21.1K———
ESL Trust Services, LLC
N/A—150-150-100%$20.3K———
Nova Wealth Management, Inc.
N/A—143-143-100%$19.4K———
Imprint Wealth LLC
N/A—133-133-100%$18.0K———
Abound Financial, LLC
N/A—131-131-100%$17.7K———
Penserra Capital Management LLC
N/A—120-120-100%$16———
Keewaydin Investments LLC
N/A—108-108-100%$14.6K———
Tanglewood Legacy Advisors, LLC
N/A—105-105-100%$14.2K———
Front Row Advisors LLC
N/A—100-100-100%$13.8K———
Quantum Portfolio Management LLC
N/A—100-100-100%$13.5K———
Tripletail Wealth Management, LLC
N/A—88-88-100%$12.7K———
Bank of the Bluegrass & Trust Co.
N/A—70-70-100%$8.9K———
Osbon Capital Management LLC
N/A—70-70-100%$9.5K———
Investors Portfolio Services LLC
N/A—70-70-100%$9.4K———
JDM Financial Group LLC
N/A—60-60-100%$8.1K———
Clal Insurance Enterprises Holdings Ltd
N/A—58-58-100%$8———
HFM Investment Advisors, LLC
N/A—54-54-100%$7.3K———
Marshall Investment Management, LLC
N/A—52-52-100%$7.0K———
Financial Life Planners
N/A—50-50-100%$6.8K———
Gould Capital, LLC
N/A—41-41-100%$5.6K———
Atomic Invest LLC
N/A—41-41-100%$5.7K———
Quarry LP
N/A—19-19-100%$2.6K———
Swan Capital LLC
N/A—18-18-100%$2.4K———
Cbiz Investment Advisory Services, LLC
N/A—17-17-100%$2.6K———
Banque Transatlantique SA
N/A—17-17-100%$2.3K———
Harborfront Financial Group LLC
N/A—14-14-100%$2.0K———
C M Bidwell & Associates LTD
N/A—14-14-100%$1.9K———
Vanguard Advisers Inc
N/A—8-8-100%$1.1K———
Copia Wealth Management
N/A—8-8-100%$1.1K———
Ross\johnson & Associates LLC
N/A—1-1-100%$135———
Showing 3515 of 3515 institutions