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Pfizer Inc (PFE)

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
Shares137,506,393 from 135,275,782
Change+2,230,611 (+2%)
Value$3.9B (+$662.4M)
Filed 2026-11-06
Fisher Asset Management, LLC
INCREASED
Shares112,118,836 from 109,067,291
Change+3,051,545 (+3%)
Value$3.2B (+$571.3M)
Filed 2026-11-06
Amundi
INCREASED
Shares46,935,508 from 33,533,616
Change+13,401,892 (+40%)
Value$1.3B (+$531.1M)
Filed 2026-11-06
Bank of New York Mellon Corp
DECREASED
Shares45,383,634 from 57,879,546
Change-12,495,912 (-22%)
Value$1.3B (-$99.4M)
Filed 2026-11-05
Dimensional Fund Advisors LP
INCREASED
Shares38,525,161 from 38,060,345
Change+464,816 (+1%)
Value$1.1B (+$182.2M)
Filed 2026-11-04
Deutsche Bank Ag\
INCREASED
Shares32,510,872 from 31,492,018
Change+1,018,854 (+3%)
Value$927.2M (+$168.9M)
Filed 2026-11-06
Citigroup Inc
DECREASED
Shares19,060,156 from 19,228,115
Change-167,959 (-1%)
Value$543.6M (+$80.6M)
Filed 2026-11-04
LSV Asset Management
DECREASED
Shares18,676,078 from 18,940,504
Change-264,426 (-1%)
Value$532.6K (-$455.6M)
Filed 2026-11-06
Barclays PLC
DECREASED
Shares14,932,574 from 16,746,801
Change-1,814,227 (-11%)
Value$425.9M (+$22.6M)
Filed 2026-11-06
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares14,778,850 from 14,060,742
Change+718,108 (+5%)
Value$421.5M (+$82.9M)
Filed 2026-11-05
LPL Financial LLC
INCREASED
Shares14,234,759 from 13,919,821
Change+314,938 (+2%)
Value$406.0M (+$70.8M)
Filed 2026-11-06
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares13,596,756 from 13,775,929
Change-179,173 (-1%)
Value$387.8M (+$56.1M)
Filed 2026-10-29
Robeco Institutional Asset Management B.V.
INCREASED
Shares12,021,329 from 11,918,197
Change+103,132 (+1%)
Value$342.8M (+$55.9M)
Filed 2026-10-20
KBC Group NV
INCREASED
Shares9,363,835 from 8,327,265
Change+1,036,570 (+12%)
Value$267.1K (-$200.3M)
Filed 2026-10-22
DekaBank Deutsche Girozentrale
INCREASED
Shares9,330,315 from 7,398,373
Change+1,931,942 (+26%)
Value$268.1K (+$61.1K)
Filed 2026-10-27
Assenagon Asset Management S.A.
DECREASED
Shares7,514,902 from 11,902,374
Change-4,387,472 (-37%)
Value$214.3M (-$72.3M)
Filed 2026-10-15
Bessemer Group Inc
INCREASED
Shares7,080,892 from 5,067,281
Change+2,013,611 (+40%)
Value$201.9K (-$121.8M)
Filed 2026-11-09
Bank of Montreal
DECREASED
Shares7,025,073 from 8,168,120
Change-1,143,047 (-14%)
Value$200.4M (+$3.7M)
Filed 2026-11-09
Nykredit A/S
INCREASED
Shares6,985,219 from 6,382,727
Change+602,492 (+9%)
Value$199.2M (+$45.5M)
Filed 2026-11-06
PNC Financial Services Group, Inc.
DECREASED
Shares6,567,298 from 6,711,470
Change-144,172 (-2%)
Value$187.3M (+$25.7M)
Filed 2026-11-06
Pzena Investment Management LLC
INCREASED
Shares6,050,227 from 5,958,922
Change+91,305 (+2%)
Value$172.6M (+$29.1M)
Filed 2026-10-30
Principal Financial Group Inc
DECREASED
Shares5,833,141 from 6,346,636
Change-513,495 (-8%)
Value$166.4M (+$13.5M)
Filed 2026-11-02
Swedbank AB
DECREASED
Shares5,471,292 from 6,729,967
Change-1,258,675 (-19%)
Value$156.0M (-$6.0M)
Filed 2026-10-27
Russell Investments Group, Ltd.
DECREASED
Shares5,348,709 from 5,482,863
Change-134,154 (-2%)
Value$152.7M (+$20.4M)
Filed 2026-11-06
MacKenzie Financial Corp
INCREASED
Shares5,083,905 from 3,938,865
Change+1,145,040 (+29%)
Value$145.0M (+$50.1M)
Filed 2026-11-02
Pictet Asset Management Holding SA
INCREASED
Shares4,721,719 from 2,900,775
Change+1,820,944 (+63%)
Value$134.7M (+$64.8M)
Filed 2026-11-03
Storebrand Asset Management AS
DECREASED
Shares4,658,617 from 5,190,196
Change-531,579 (-10%)
Value$132.9M (+$7.9M)
Filed 2026-11-10
Universal- Beteiligungs- und Servicegesellschaft mbH
INCREASED
Shares4,617,016 from 4,229,724
Change+387,292 (+9%)
Value$131.8M (+$29.7M)
Filed 2026-11-10
Fifth Third Bancorp
INCREASED
Shares4,563,578 from 4,509,295
Change+54,283 (+1%)
Value$130.2M (+$21.6M)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares4,132,122 from 3,158,575
Change+973,547 (+31%)
Value$107.0M (+$32.1M)
Filed 2026-10-13
Letko, Brosseau & Associates Inc
INCREASED
Shares4,128,948 from 4,124,748
Change+4,200 (+0%)
Value$117.8M (+$18.4M)
Filed 2026-11-06
New York State Teachers Retirement System
DECREASED
Shares4,099,620 from 4,285,549
Change-185,929 (-4%)
Value$116.9K (-$103.1M)
Filed 2026-10-22
Artemis Investment Management LLP
DECREASED
Shares3,761,718 from 7,612,597
Change-3,850,879 (-51%)
Value$107.3M (-$76.0M)
Filed 2026-10-08
Danske Bank A/S
DECREASED
Shares3,634,570 from 3,677,679
Change-43,109 (-1%)
Value$103.7M (+$15.1M)
Filed 2026-11-09
US Bancorp \de\
DECREASED
Shares3,550,544 from 3,685,691
Change-135,147 (-4%)
Value$101.3M (+$12.5M)
Filed 2026-11-05
PFA Pension, Forsikringsaktieselskab
INCREASED
Shares3,435,051 from 2,742,119
Change+692,932 (+25%)
Value$98.0M (+$31.9M)
Filed 2026-11-06
D.A. Davidson & Co.
INCREASED
Shares3,296,392 from 3,099,476
Change+196,916 (+6%)
Value$94.0M (+$19.4M)
Filed 2026-10-28
Commonwealth Equity Services, LLC
DECREASED
Shares3,215,419 from 3,277,599
Change-62,180 (-2%)
Value$91.7M (+$12.8M)
Filed 2026-11-02
Squarepoint Ops LLC
DECREASED
Shares2,745,538 from 3,310,002
Change-564,464 (-17%)
Value$78.3M (-$1.4M)
Filed 2026-11-09
Acadian Asset Management LLC
DECREASED
Shares2,740,582 from 2,990,864
Change-250,282 (-8%)
Value$78.1K (-$71.9M)
Filed 2026-11-09
Asset Management One Co., Ltd.
INCREASED
Shares2,659,025 from 2,593,220
Change+65,805 (+3%)
Value$75.8M (+$13.4M)
Filed 2026-10-27
Jupiter Asset Management LTD
INCREASED
Shares2,635,172 from 2,627,160
Change+8,012 (+0%)
Value$75.2M (+$11.9M)
Filed 2026-11-10
HighTower Advisors, LLC
INCREASED
Shares2,631,016 from 2,615,514
Change+15,502 (+1%)
Value$75.0M (+$12.1M)
Filed 2026-11-10
Cullen Capital Management, LLC
INCREASED
Shares2,622,151 from 2,447,200
Change+174,951 (+7%)
Value$74.8M (+$15.9M)
Filed 2026-11-10
Handelsbanken Fonder AB
INCREASED
Shares2,543,580 from 2,462,431
Change+81,149 (+3%)
Value$72.5K (+$13.2K)
Filed 2026-11-09
Creative Planning
INCREASED
Shares2,532,455 from 2,058,345
Change+474,110 (+23%)
Value$72.2M (+$22.7M)
Filed 2026-11-02
CIBC Asset Management Inc
INCREASED
Shares2,508,308 from 1,840,616
Change+667,692 (+36%)
Value$71.5M (+$27.2M)
Filed 2026-11-05
King Luther Capital Management Corp
DECREASED
Shares2,489,083 from 2,498,042
Change-8,959 (0%)
Value$71.0M (+$10.8M)
Filed 2026-11-05
Truist Financial Corp
INCREASED
Shares2,456,039 from 2,447,916
Change+8,123 (+0%)
Value$70.0M (+$11.1M)
Filed 2026-10-30
Welch Group, LLC
INCREASED
Shares2,271,062 from 2,194,625
Change+76,437 (+3%)
Value$64.8M (+$11.9M)
Filed 2026-10-29
Candriam S.C.A.
DECREASED
Shares2,236,830 from 2,590,328
Change-353,498 (-14%)
Value$64.0M (+$1.7M)
Filed 2026-11-03
Donaldson Capital Management, LLC
INCREASED
Shares2,205,319 from 52,832
Change+2,152,487 (+4074%)
Value$62.9M (+$61.6M)
Filed 2026-11-09
Staley Capital Advisers Inc
INCREASED
Shares2,170,213 from 2,005,069
Change+165,144 (+8%)
Value$61.9M (+$13.6M)
Filed 2026-11-06
Lansforsakringar Fondforvaltning AB (publ)
INCREASED
Shares2,079,891 from 2,042,458
Change+37,433 (+2%)
Value$59.3M (+$10.1M)
Filed 2026-11-09
Fort Washington Investment Advisors Inc
INCREASED
Shares2,077,952 from 2,061,791
Change+16,161 (+1%)
Value$59.3M (+$9.6M)
Filed 2026-10-15
Allen Holding Inc
UNCHANGED
Shares2,000,000 from 2,000,000
Change0 (0%)
Value$57.0M (+$8.9M)
Filed 2026-11-03
Strs Ohio
DECREASED
Shares1,871,896 from 1,977,411
Change-105,515 (-5%)
Value$53.4M (+$5.8M)
Filed 2026-10-30
State of New Jersey Common Pension Fund D
INCREASED
Shares1,840,670 from 1,839,282
Change+1,388 (+0%)
Value$52.5M (+$8.2M)
Filed 2026-11-05
Kestra Advisory Services, LLC
DECREASED
Shares1,830,006 from 1,884,553
Change-54,547 (-3%)
Value$52.2M (+$6.8M)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares1,809,925 from 1,820,575
Change-10,650 (-1%)
Value$51.6K (-$43.8M)
Filed 2026-11-02
Swiss Life Asset Management Ltd
DECREASED
Shares1,786,026 from 6,943,719
Change-5,157,693 (-74%)
Value$50.9M (-$116.3M)
Filed 2026-11-03
Old Republic International Corp
DECREASED
Shares1,768,700 from 1,963,700
Change-195,000 (-10%)
Value$50.4K (+$3.1K)
Filed 2026-10-26
Achmea Investment Management B.V.
NEW
Shares1,730,170
Change+1,730,170
Value$49.4M
Filed 2026-10-30
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares1,721,270 from 1,539,905
Change+181,365 (+12%)
Value$49.1M (+$12.0M)
Filed 2026-11-03
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED
Shares1,710,757 from 1,898,971
Change-188,214 (-10%)
Value$48.8M (+$3.1M)
Filed 2026-10-15
Mn Services Vermogensbeheer B.V.
INCREASED
Shares1,689,911 from 1,657,411
Change+32,500 (+2%)
Value$48.2K (-$39.9M)
Filed 2026-10-08
State of Michigan Retirement System
DECREASED
Shares1,659,284 from 1,686,584
Change-27,300 (-2%)
Value$47.3M (+$6.7M)
Filed 2026-10-27
SEB Asset Management AB
INCREASED
Shares1,645,819 from 1,602,973
Change+42,846 (+3%)
Value$46.9M (+$8.3M)
Filed 2026-11-04
Czech National Bank
INCREASED
Shares1,637,654 from 1,622,280
Change+15,374 (+1%)
Value$46.7M (+$7.6M)
Filed 2026-10-13
Arizona State Retirement System
INCREASED
Shares1,588,511 from 1,578,409
Change+10,102 (+1%)
Value$45.3M (+$7.3M)
Filed 2026-11-03
Willis Investment Counsel
DECREASED
Shares1,586,648 from 1,818,508
Change-231,860 (-13%)
Value$45.3M (+$1.5M)
Filed 2026-10-20
Banco Santander, S.A.
DECREASED
Shares1,570,251 from 1,655,686
Change-85,435 (-5%)
Value$44.8M (+$4.9M)
Filed 2026-11-10
Natixis
INCREASED
Shares1,545,610 from 632,317
Change+913,293 (+144%)
Value$44.1M (+$28.9M)
Filed 2026-11-06
IFM Investors Pty Ltd
INCREASED
Shares1,428,519 from 1,334,837
Change+93,682 (+7%)
Value$40.7M (+$8.6M)
Filed 2026-10-14
Keybank National Association
DECREASED
Shares1,423,468 from 1,445,780
Change-22,312 (-2%)
Value$40.6M (+$5.8M)
Filed 2026-11-04
Kornitzer Capital Management Inc
DECREASED
Shares1,407,250 from 1,417,822
Change-10,572 (-1%)
Value$40.1M (+$6.0M)
Filed 2026-11-03
Wilsey Asset Management Inc
DECREASED
Shares1,389,021 from 1,390,058
Change-1,037 (0%)
Value$39.6M (+$6.1M)
Filed 2026-10-21
Verity & Verity, LLC
INCREASED
Shares1,352,672 from 1,338,533
Change+14,139 (+1%)
Value$38.6M (+$6.3M)
Filed 2026-10-23
Raiffeisen Bank International AG
DECREASED
Shares1,294,565 from 1,398,194
Change-103,629 (-7%)
Value$37.0M (+$3.3M)
Filed 2026-10-28
Calamos Advisors LLC
DECREASED
Shares1,272,242 from 1,753,548
Change-481,306 (-27%)
Value$36.3M (-$5.9M)
Filed 2026-11-02
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED
Shares1,259,252 from 1,258,852
Change+400 (+0%)
Value$35.9M (+$5.6M)
Filed 2026-11-03
Minneapolis Portfolio Management Group, LLC
INCREASED
Shares1,234,804 from 1,215,987
Change+18,817 (+2%)
Value$35.2M (+$5.9M)
Filed 2026-11-09
Corda Investment Management, Llc.
INCREASED
Shares1,223,994 from 1,188,376
Change+35,618 (+3%)
Value$34.9M (+$6.3M)
Filed 2026-10-22
Tctc Holdings, LLC
DECREASED
Shares1,215,794 from 1,234,102
Change-18,308 (-1%)
Value$34.7M (+$5.0M)
Filed 2026-11-02
Retirement Systems of Alabama
DECREASED
Shares1,195,263 from 3,464,888
Change-2,269,625 (-65%)
Value$34.1M (-$49.3M)
Filed 2026-11-04
Xponance LLC
INCREASED
Shares1,173,558 from 1,108,420
Change+65,138 (+6%)
Value$33.5M (+$6.8M)
Filed 2026-11-03
Kepler Cheuvreux (Suisse) SA
DECREASED
Shares1,164,744 from 1,405,592
Change-240,848 (-17%)
Value$33.2M (-$617.0K)
Filed 2026-10-20
Allspring Global Investments Holdings, LLC
INCREASED
Shares1,132,291 from 1,019,768
Change+112,523 (+11%)
Value$31.8M (+$7.5M)
Filed 2026-11-04
Alps Advisors Inc
DECREASED
Shares1,114,964 from 1,137,828
Change-22,864 (-2%)
Value$31.8M (+$4.4M)
Filed 2026-11-03
Meyer Handelman Co
DECREASED
Shares1,075,353 from 1,098,861
Change-23,508 (-2%)
Value$30.7M (+$4.2M)
Filed 2026-10-28
Concurrent Investment Advisors, LLC
INCREASED
Shares1,069,229 from 891,770
Change+177,459 (+20%)
Value$30.5M (+$9.0M)
Filed 2026-10-16
Daiwa Securities Group Inc.
INCREASED
Shares1,067,270 from 1,029,019
Change+38,251 (+4%)
Value$30.4M (+$5.7M)
Filed 2026-10-29
Neos Investment Management LLC
INCREASED
Shares1,059,181 from 930,777
Change+128,404 (+14%)
Value$30.2M (+$7.8M)
Filed 2026-11-04
Valley Wealth Managers, Inc.
INCREASED
Shares1,035,192 from 1,014,187
Change+21,005 (+2%)
Value$29.5M (+$5.1M)
Filed 2026-10-09
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED
Shares1,029,941 from 1,079,875
Change-49,934 (-5%)
Value$29.4M (+$3.4M)
Filed 2026-10-19
Nexus Investment Management ULC
INCREASED
Shares1,024,320 from 1,023,770
Change+550 (+0%)
Value$29.2M (+$4.6M)
Filed 2026-10-27
Rakuten Investment Management, Inc.
INCREASED
Shares1,023,011 from 931,567
Change+91,444 (+10%)
Value$29.4M (+$6.7M)
Filed 2026-10-30
Bank Julius Baer & Co. Ltd, Zurich
INCREASED
Shares997,814 from 909,736
Change+88,078 (+10%)
Value$28.5M (+$6.5M)
Filed 2026-10-29
Nisa Investment Advisors, LLC
DECREASED
Shares972,174 from 1,170,783
Change-198,609 (-17%)
Value$27.7M (-$466.1K)
Filed 2026-10-20
Wedge Capital Management L L P
INCREASED
Shares968,625 from 13,423
Change+955,202 (+7116%)
Value$27.6M (+$27.3M)
Filed 2026-10-13
Amalgamated Bank
DECREASED
Shares965,830 from 993,106
Change-27,276 (-3%)
Value$27.5K (-$23.9M)
Filed 2026-10-23
Foundation Resource Management Inc
INCREASED
Shares938,979 from 936,078
Change+2,901 (+0%)
Value$26.8M (+$4.2M)
Filed 2026-10-19
Arnhold LLC
DECREASED
Shares931,297 from 1,018,797
Change-87,500 (-9%)
Value$26.6M (+$2.0M)
Filed 2026-10-26
ProShare Advisors LLC
INCREASED
Shares920,410 from 906,089
Change+14,321 (+2%)
Value$26.3M (+$4.4M)
Filed 2026-10-29
Vontobel Holding Ltd.
DECREASED
Shares908,096 from 916,169
Change-8,073 (-1%)
Value$25.9M (+$3.8M)
Filed 2026-10-16
Ethic Inc.
DECREASED
Shares881,044 from 882,175
Change-1,131 (0%)
Value$25.1M (+$3.9M)
Filed 2026-11-03
Torray Investment Partners LLC
INCREASED
Shares864,169 from 859,418
Change+4,751 (+1%)
Value$24.6M (+$4.0M)
Filed 2026-10-30
OP Asset Management Ltd
INCREASED
Shares858,152 from 633,811
Change+224,341 (+35%)
Value$24.5M (+$9.2M)
Filed 2026-11-05
Foster Victor Wealth Advisors, LLC
INCREASED
Shares847,509 from 819,225
Change+28,284 (+3%)
Value$25.0M (+$5.1M)
Filed 2026-10-21
Thrivent Financial for Lutherans
INCREASED
Shares846,816 from 517,789
Change+329,027 (+64%)
Value$24.1K (-$12.4M)
Filed 2026-11-05
PBU - The Pension Fund of Early Childhood & Youth Educators
INCREASED
Shares844,035 from 785,368
Change+58,667 (+7%)
Value$24.1M (+$5.2M)
Filed 2026-11-06
Grimes & Co Wealth Management, LLC
INCREASED
Shares837,455 from 805,088
Change+32,367 (+4%)
Value$23.9M (+$4.5M)
Filed 2026-10-29
Police & Firemen's Retirement System of New Jersey
DECREASED
Shares834,759 from 851,894
Change-17,135 (-2%)
Value$23.8M (+$3.3M)
Filed 2026-11-09
Sumitomo Mitsui DS Asset Management Company, Ltd
DECREASED
Shares830,349 from 872,935
Change-42,586 (-5%)
Value$23.7M (+$2.7M)
Filed 2026-10-20
Sound Income Strategies, LLC
INCREASED
Shares819,569 from 805,732
Change+13,837 (+2%)
Value$22.8M (+$3.4M)
Filed 2026-10-09
New York Life Investment Management LLC
DECREASED
Shares792,930 from 794,237
Change-1,307 (0%)
Value$22.6M (+$3.5M)
Filed 2026-11-04
Jefferies Financial Group Inc.
INCREASED
Shares792,649 from 642,123
Change+150,526 (+23%)
Value$22.6M (+$7.1M)
Filed 2026-11-05
Exchange Traded Concepts, LLC
DECREASED
Shares789,807 from 1,293,117
Change-503,310 (-39%)
Value$22.5M (-$8.6M)
Filed 2026-10-28
Oppenheimer & Co Inc
DECREASED
Shares781,802 from 809,970
Change-28,168 (-3%)
Value$22.3M (+$2.8M)
Filed 2026-10-26
Sarasin & Partners LLP
DECREASED
Shares780,970 from 845,257
Change-64,287 (-8%)
Value$22.3M (+$1.9M)
Filed 2026-10-13
Assetmark, Inc
INCREASED
Shares756,484 from 732,448
Change+24,036 (+3%)
Value$21.6M (+$3.9M)
Filed 2026-10-21
Illinois Municipal Retirement Fund
DECREASED
Shares750,341 from 783,884
Change-33,543 (-4%)
Value$21.4M (+$2.5M)
Filed 2026-11-05
Wealthfront Advisers LLC
INCREASED
Shares714,769 from 672,665
Change+42,104 (+6%)
Value$20.4M (+$4.2M)
Filed 2026-11-09
Coerente Capital Management
INCREASED
Shares713,125 from 711,299
Change+1,826 (+0%)
Value$20.3M (+$3.2M)
Filed 2026-10-29
ASR Vermogensbeheer N.V.
DECREASED
Shares710,824 from 845,613
Change-134,789 (-16%)
Value$20.3M (-$87.3K)
Filed 2026-10-16
UniSuper Management Pty Ltd
INCREASED
Shares710,723 from 624,923
Change+85,800 (+14%)
Value$20.3M (+$5.2M)
Filed 2026-10-26
Oregon Public Employees Retirement Fund
DECREASED
Shares700,740 from 700,790
Change-50 (0%)
Value$20.0M (+$3.1M)
Filed 2026-10-30
Avanza Fonder AB
INCREASED
Shares693,019 from 634,756
Change+58,263 (+9%)
Value$19.8M (+$4.5M)
Filed 2026-10-13
Eurizon Capital SGR S.p.A.
DECREASED
Shares688,516 from 909,039
Change-220,523 (-24%)
Value$19.7M (-$2.3M)
Filed 2026-11-06
TD Waterhouse Canada Inc.
INCREASED
Shares686,968 from 673,108
Change+13,860 (+2%)
Value$19.3M (+$3.2M)
Filed 2026-10-16
Quintet Private Bank (Europe) S.A.
INCREASED
Shares684,746 from 486,935
Change+197,811 (+41%)
Value$19.5M (+$7.8M)
Filed 2026-10-08
Nordea Investment Management AB
DECREASED
Shares680,845 from 2,318,237
Change-1,637,392 (-71%)
Value$19.5M (-$36.0M)
Filed 2026-11-09
State of Alaska, Department of Revenue
DECREASED
Shares658,368 from 676,905
Change-18,537 (-3%)
Value$18.8K (-$16.3M)
Filed 2026-10-15
Fideuram Asset Management (Ireland) dac
INCREASED
Shares657,007 from 520,530
Change+136,477 (+26%)
Value$17.4M (+$4.1M)
Filed 2026-10-29
BI Asset Management Fondsmaeglerselskab A/S
DECREASED
Shares654,144 from 696,017
Change-41,873 (-6%)
Value$18.7K (-$16.7M)
Filed 2026-10-22
Busey Bank
DECREASED
Shares653,648 from 658,872
Change-5,224 (-1%)
Value$18.6M (+$2.8M)
Filed 2026-10-26
Aberdeen Group plc
DECREASED
Shares648,704 from 6,163,309
Change-5,514,605 (-89%)
Value$123.8M (-$24.6M)
Filed 2026-11-06
Intact Investment Management Inc.
DECREASED
Shares646,400 from 679,300
Change-32,900 (-5%)
Value$18.4M (+$2.1M)
Filed 2026-11-03
Private Wealth Partners, LLC
INCREASED
Shares645,070 from 619,840
Change+25,230 (+4%)
Value$18.4M (+$3.5M)
Filed 2026-10-22
B. Metzler seel. Sohn & Co. AG
INCREASED
Shares639,754 from 576,524
Change+63,230 (+11%)
Value$18.2M (+$4.4M)
Filed 2026-10-30
Quilter Plc
DECREASED
Shares621,511 from 662,928
Change-41,417 (-6%)
Value$17.7M (+$1.8M)
Filed 2026-10-21
SBI Securities Co., Ltd.
DECREASED
Shares615,914 from 623,853
Change-7,939 (-1%)
Value$17.6M (+$2.5M)
Filed 2026-10-22
Thompson Siegel & Walmsley LLC
INCREASED
Shares596,174 from 589,575
Change+6,599 (+1%)
Value$17.0K (-$14.2M)
Filed 2026-11-05
Cheviot Value Management, LLC
DECREASED
Shares585,528 from 612,610
Change-27,082 (-4%)
Value$16.7M (+$1.9M)
Filed 2026-11-09
Mutual of America Capital Management LLC
DECREASED
Shares581,850 from 586,162
Change-4,312 (-1%)
Value$16.6M (+$2.5M)
Filed 2026-10-23
ABN Amro Investment Solutions
INCREASED
Shares581,567 from 366,987
Change+214,580 (+58%)
Value$16.6M (+$7.7M)
Filed 2026-10-21
Davidson Investment Advisors
DECREASED
Shares563,569 from 570,345
Change-6,776 (-1%)
Value$16.1M (+$2.3M)
Filed 2026-10-20
QSM Asset Management Ltd
UNCHANGED
Shares559,438 from 559,438
Change0 (0%)
Value$16.0M (+$2.6M)
Filed 2026-11-05
Farther Finance Advisors, LLC
INCREASED
Shares545,850 from 395,297
Change+150,553 (+38%)
Value$15.6M (+$6.0M)
Filed 2026-10-08
Cyndeo Wealth Partners, LLC
INCREASED
Shares544,484 from 536,714
Change+7,770 (+1%)
Value$15.5M (+$2.6M)
Filed 2026-10-16
Allworth Financial LP
INCREASED
Shares540,707 from 360,280
Change+180,427 (+50%)
Value$13.0M (+$4.3M)
Filed 2026-11-06
Savant Capital, LLC
INCREASED
Shares521,526 from 423,589
Change+97,937 (+23%)
Value$14.9M (+$3.9M)
Filed 2026-11-06
Yousif Capital Management, LLC
DECREASED
Shares518,704 from 525,468
Change-6,764 (-1%)
Value$14.8M (+$2.1M)
Filed 2026-10-22
LBP AM SA
INCREASED
Shares513,106 from 477,573
Change+35,533 (+7%)
Value$14.6M (+$3.1M)
Filed 2026-11-06
Lido Advisors, LLC
INCREASED
Shares511,165 from 421,273
Change+89,892 (+21%)
Value$14.6M (+$4.4M)
Filed 2026-11-04
Cantor Fitzgerald Investment Advisors L.P.
INCREASED
Shares501,592 from 497,083
Change+4,509 (+1%)
Value$14.3M (+$2.3M)
Filed 2026-10-21
Villere ST Denis J & Co LLC
DECREASED
Shares501,420 from 536,351
Change-34,931 (-7%)
Value$14.3M (+$1.4M)
Filed 2026-11-04
Americana Partners, LLC
INCREASED
Shares500,769 from 475,179
Change+25,590 (+5%)
Value$14.3M (+$2.8M)
Filed 2026-10-28
Davenport & Co LLC
INCREASED
Shares492,768 from 446,366
Change+46,402 (+10%)
Value$14.1M (+$3.3M)
Filed 2026-10-14
Old National Bancorp
INCREASED
Shares492,420 from 492,066
Change+354 (+0%)
Value$14.0M (+$2.2M)
Filed 2026-10-20
Stockman Wealth Management, Inc.
INCREASED
Shares482,026 from 465,614
Change+16,412 (+4%)
Value$13.7M (+$2.5M)
Filed 2026-10-27
Bell Bank
DECREASED
Shares481,296 from 484,403
Change-3,107 (-1%)
Value$13.7M (+$2.1M)
Filed 2026-10-21
AIA Group Ltd
DECREASED
Shares476,665 from 638,590
Change-161,925 (-25%)
Value$13.6M (-$1.8M)
Filed 2026-10-30
Allied Investment Advisors, LLC
INCREASED
Shares473,320 from 449,358
Change+23,962 (+5%)
Value$13.5M (+$2.7M)
Filed 2026-10-13
Thompson Investment Management, Inc.
DECREASED
Shares468,712 from 469,287
Change-575 (0%)
Value$13.4M (+$2.1M)
Filed 2026-10-14
Mizuho Securities USA LLC
INCREASED
Shares465,313 from 446,202
Change+19,111 (+4%)
Value$13.2M (+$2.5M)
Filed 2026-11-09
Tectonic Advisors LLC
INCREASED
Shares465,200 from 432,091
Change+33,109 (+8%)
Value$13.3M (+$2.9M)
Filed 2026-10-22
Marble Harbor Investment Counsel, LLC
INCREASED
Shares464,644 from 444,113
Change+20,531 (+5%)
Value$13.3M (+$2.6M)
Filed 2026-11-06
Philip James Wealth Mangement, LLC
INCREASED
Shares455,291 from 443,426
Change+11,865 (+3%)
Value$13.0M (+$2.3M)
Filed 2026-10-27
Gulf International Bank (UK) Ltd
UNCHANGED
Shares450,940 from 450,940
Change0 (0%)
Value$12.9K (-$10.8M)
Filed 2026-10-20
Clifford Swan Investment Counsel LLC
DECREASED
Shares449,674 from 458,641
Change-8,967 (-2%)
Value$12.8M (+$1.8M)
Filed 2026-11-05
Evergreen Capital Management LLC
DECREASED
Shares448,838 from 506,065
Change-57,227 (-11%)
Value$12.8M (+$614.8K)
Filed 2026-10-23
Citizens Financial Group Inc
INCREASED
Shares446,847 from 309,137
Change+137,710 (+45%)
Value$12.7M (+$5.3M)
Filed 2026-10-23
Teachers Retirement System of the State of Kentucky
UNCHANGED
Shares444,666 from 444,666
Change0 (0%)
Value$12.7K (-$10.7M)
Filed 2026-11-10
HB Wealth Management, LLC
INCREASED
Shares443,658 from 350,351
Change+93,307 (+27%)
Value$12.7M (+$4.2M)
Filed 2026-10-23
Glenview Trust Co
DECREASED
Shares438,245 from 442,787
Change-4,542 (-1%)
Value$12.5M (+$1.8M)
Filed 2026-10-28
Rockland Trust Co
INCREASED
Shares437,758 from 430,196
Change+7,562 (+2%)
Value$12.5M (+$2.1M)
Filed 2026-10-05
Factory Mutual Insurance Co
DECREASED
Shares436,200 from 437,600
Change-1,400 (0%)
Value$12.4M (+$1.9M)
Filed 2026-10-30
Gilman Hill Asset Management, LLC
DECREASED
Shares422,861 from 428,237
Change-5,376 (-1%)
Value$12.1M (+$1.7M)
Filed 2026-10-13
WoodTrust Financial Corp
INCREASED
Shares418,180 from 416,886
Change+1,294 (+0%)
Value$11.9K (-$10.0M)
Filed 2026-10-09
Continental Advisors LLC
DECREASED
Shares410,938 from 415,438
Change-4,500 (-1%)
Value$11.7M (+$1.7M)
Filed 2026-10-13
General American Investors Co Inc
UNCHANGED
Shares405,808 from 405,808
Change0 (0%)
Value$11.6M (+$1.8M)
Filed 2026-11-02
Great Lakes Advisors, LLC
INCREASED
Shares405,135 from 273,489
Change+131,646 (+48%)
Value$11.6M (+$5.0M)
Filed 2026-11-06
Axxion S.A.
INCREASED
Shares403,065 from 399,565
Change+3,500 (+1%)
Value$11.5M (+$1.9M)
Filed 2026-10-22
Compagnie Lombard Odier SCmA
INCREASED
Shares399,661 from 382,649
Change+17,012 (+4%)
Value$11.4M (+$2.2M)
Filed 2026-11-04
Ibex Wealth Advisors
INCREASED
Shares395,387 from 389,557
Change+5,830 (+2%)
Value$11.3M (+$1.9M)
Filed 2026-11-06
Advocate Group LLC
INCREASED
Shares394,831 from 394,161
Change+670 (+0%)
Value$11.3M (+$1.8M)
Filed 2026-10-19
Fisher Funds Management LTD
INCREASED
Shares386,451 from 324,451
Change+62,000 (+19%)
Value$11.0M (+$3.2M)
Filed 2026-10-13
Boothe Investment Group, Inc.
INCREASED
Shares377,137 from 353,811
Change+23,326 (+7%)
Value$10.8M (+$2.2M)
Filed 2026-10-22
Bourgeon Capital Management LLC
INCREASED
Shares373,919 from 372,849
Change+1,070 (+0%)
Value$10.7M (+$1.7M)
Filed 2026-10-19
Capital Investment Advisors, LLC
DECREASED
Shares367,363 from 398,271
Change-30,908 (-8%)
Value$10.5M (+$886.8K)
Filed 2026-10-22
Vise Technologies, Inc.
INCREASED
Shares364,384 from 314,153
Change+50,231 (+16%)
Value$10.4M (+$2.8M)
Filed 2026-10-29
Canal Insurance Co
UNCHANGED
Shares360,000 from 360,000
Change0 (0%)
Value$10.3K (-$8.7M)
Filed 2026-10-20
Ag2r LA Mondiale Gestion D'actifs
INCREASED
Shares354,448 from 251,615
Change+102,833 (+41%)
Value$10.1M (+$4.0M)
Filed 2026-10-26
Brookstone Capital Management
INCREASED
Shares353,245 from 272,912
Change+80,333 (+29%)
Value$10.1M (+$3.5M)
Filed 2026-10-22
First Horizon Corp
INCREASED
Shares351,531 from 342,754
Change+8,777 (+3%)
Value$10.0M (+$1.8M)
Filed 2026-10-26
Pinnacle Associates LTD
DECREASED
Shares350,777 from 378,796
Change-28,019 (-7%)
Value$10.0M (+$882.8K)
Filed 2026-10-20
Atria Investments, Inc
INCREASED
Shares347,080 from 336,804
Change+10,276 (+3%)
Value$9.9M (+$1.8M)
Filed 2026-10-15
Maryland State Retirement & Pension System
INCREASED
Shares346,375 from 304,439
Change+41,936 (+14%)
Value$9.9M (+$2.5M)
Filed 2026-11-05
Adams Asset Advisors, LLC
UNCHANGED
Shares345,049 from 345,049
Change0 (0%)
Value$9.8M (+$1.5M)
Filed 2026-10-08
Hourglass Capital, LLC
DECREASED
Shares344,398 from 357,348
Change-12,950 (-4%)
Value$9.8M (+$1.2M)
Filed 2026-10-26
Merit Financial Group, LLC
INCREASED
Shares343,782 from 272,103
Change+71,679 (+26%)
Value$9.8M (+$3.3M)
Filed 2026-11-06
Bank Pictet & Cie (Europe) AG
INCREASED
Shares338,410 from 320,378
Change+18,032 (+6%)
Value$9.7M (+$1.9M)
Filed 2026-10-20
Viking Fund Management LLC
UNCHANGED
Shares338,000 from 338,000
Change0 (0%)
Value$9.6M (+$1.5M)
Filed 2026-10-14
Corecam Pte. Ltd.
INCREASED
Shares337,830 from 322,630
Change+15,200 (+5%)
Value$9.6M (+$1.9M)
Filed 2026-10-23
Edgestream Partners, L.P.
NEW
Shares337,315
Change+337,315
Value$9.6M
Filed 2026-11-10
Cardinal Point Capital Management ULC
INCREASED
Shares337,011 from 332,062
Change+4,949 (+1%)
Value$9.6M (+$1.6M)
Filed 2026-10-21
Welch & Forbes LLC
DECREASED
Shares333,451 from 341,080
Change-7,629 (-2%)
Value$9.5M (+$1.3M)
Filed 2026-11-04
Kestra Private Wealth Services, LLC
INCREASED
Shares329,213 from 297,975
Change+31,238 (+10%)
Value$9.4M (+$2.2M)
Filed 2026-11-06
LVM Capital Management LTD
DECREASED
Shares328,723 from 336,569
Change-7,846 (-2%)
Value$9.4M (+$9.4M)
Filed 2026-10-20
Canada Post Corp Registered Pension Plan
DECREASED
Shares323,799 from 406,760
Change-82,961 (-20%)
Value$9.3M (-$495.3K)
Filed 2026-11-09
Triglav Investments, D.O.O.
DECREASED
Shares316,700 from 333,000
Change-16,300 (-5%)
Value$9.0M (+$1.0M)
Filed 2026-11-06
Elevation Point Wealth Partners, LLC
DECREASED
Shares314,666 from 316,786
Change-2,120 (-1%)
Value$9.0M (+$1.3M)
Filed 2026-11-05
Heritage Investors Management Corp
DECREASED
Shares311,647 from 334,402
Change-22,755 (-7%)
Value$8.9K (-$8.0M)
Filed 2026-10-29
Larson Financial Group LLC
DECREASED
Shares308,438 from 310,250
Change-1,812 (-1%)
Value$8.8M (+$1.3M)
Filed 2026-11-05
Howard Capital Management, LLC
INCREASED
Shares307,122 from 193,027
Change+114,095 (+59%)
Value$8.8M (+$4.1M)
Filed 2026-10-16
Hartford Investment Management Co
DECREASED
Shares305,109 from 315,579
Change-10,470 (-3%)
Value$8.7M (+$1.1M)
Filed 2026-11-04
Oppenheimer Asset Management Inc.
DECREASED
Shares304,291 from 307,218
Change-2,927 (-1%)
Value$8.7M (+$1.3M)
Filed 2026-10-27
Edgemoor Investment Advisors, Inc.
INCREASED
Shares302,272 from 292,257
Change+10,015 (+3%)
Value$8.6M (+$1.6M)
Filed 2026-11-03
Torrey Growth & Income Advisors
DECREASED
Shares301,695 from 304,431
Change-2,736 (-1%)
Value$8.6M (+$1.3M)
Filed 2026-11-04
Central Trust Co
DECREASED
Shares292,806 from 300,724
Change-7,918 (-3%)
Value$8.4M (+$1.1M)
Filed 2026-11-05
Contravisory Investment Management, Inc.
DECREASED
Shares291,842 from 299,290
Change-7,448 (-2%)
Value$8.3M (+$1.1M)
Filed 2026-10-13
Addenda Capital Inc.
UNCHANGED
Shares290,800 from 290,800
Change0 (0%)
Value$8.3M (+$1.3M)
Filed 2026-10-13
Woodmont Investment Counsel LLC
INCREASED
Shares288,656 from 284,542
Change+4,114 (+1%)
Value$8.2M (+$1.4M)
Filed 2026-10-29
Argent Capital Management LLC
NEW
Shares285,009
Change+285,009
Value$8.1M
Filed 2026-10-05
NorthCrest Asset Manangement, LLC
INCREASED
Shares284,895 from 58,166
Change+226,729 (+390%)
Value$7.9M (+$6.5M)
Filed 2026-10-13
1834 Investment Advisors Co
DECREASED
Shares284,573 from 289,830
Change-5,257 (-2%)
Value$8.1M (+$1.1M)
Filed 2026-10-16
Kanawha Capital Management LLC
DECREASED
Shares284,417 from 290,647
Change-6,230 (-2%)
Value$8.1M (+$1.1M)
Filed 2026-10-19
Adell Harriman & Carpenter Inc
DECREASED
Shares283,168 from 288,259
Change-5,091 (-2%)
Value$8.1M (+$1.1M)
Filed 2026-11-02
Moors & Cabot, Inc.
DECREASED
Shares282,847 from 307,330
Change-24,483 (-8%)
Value$8.1M (+$666.3K)
Filed 2026-11-06
Patrick Mauro Investment Advisor, Inc.
INCREASED
Shares282,832 from 186,365
Change+96,467 (+52%)
Value$8.1M (+$3.6M)
Filed 2026-11-06
New Mexico Educational Retirement Board
UNCHANGED
Shares282,800 from 282,800
Change0 (0%)
Value$8.1K (-$6.8M)
Filed 2026-11-05
Morningstar Investment Management LLC
INCREASED
Shares282,767 from 274,915
Change+7,852 (+3%)
Value$8.1M (+$344.9K)
Filed 2026-11-09
Everett Harris & Co
DECREASED
Shares280,932 from 283,402
Change-2,470 (-1%)
Value$8.0M (+$1.2M)
Filed 2026-10-28
First Bank & Trust
INCREASED
Shares280,754 from 265,755
Change+14,999 (+6%)
Value$8.0M (+$1.6M)
Filed 2026-10-19
Louisiana State Employees Retirement System
DECREASED
Shares280,300 from 291,300
Change-11,000 (-4%)
Value$8.0M (+$979.7K)
Filed 2026-10-20
Mesirow Financial Investment Management, Inc.
DECREASED
Shares279,656 from 399,667
Change-120,011 (-30%)
Value$8.0M (-$1.6M)
Filed 2026-11-05
Westchester Capital Management, Inc.
DECREASED
Shares276,155 from 276,275
Change-120 (0%)
Value$7.9M (+$1.2M)
Filed 2026-10-23
Morguard Lincluden Global Investments Ltd
DECREASED
Shares274,989 from 302,092
Change-27,103 (-9%)
Value$7.8K (-$7.3M)
Filed 2026-10-28
Washington Trust Co
DECREASED
Shares274,383 from 280,405
Change-6,022 (-2%)
Value$7.8M (+$1.1M)
Filed 2026-10-22
Regions Financial Corp
INCREASED
Shares270,557 from 217,256
Change+53,301 (+25%)
Value$7.7M (+$2.5M)
Filed 2026-11-05
SteelPeak Wealth, LLC
DECREASED
Shares269,029 from 289,182
Change-20,153 (-7%)
Value$7.7M (+$709.2K)
Filed 2026-10-16
Lowe Brockenbrough & Co Inc
INCREASED
Shares268,688 from 216,527
Change+52,161 (+24%)
Value$7.7M (+$2.4M)
Filed 2026-11-09
Skba Capital Management LLC
DECREASED
Shares262,150 from 425,750
Change-163,600 (-38%)
Value$7.5M (-$2.8M)
Filed 2026-11-09
Cornerstone Capital, Inc.
DECREASED
Shares261,209 from 267,909
Change-6,700 (-2%)
Value$7.4M (+$998.4K)
Filed 2026-11-10
Intech Investment Management LLC
DECREASED
Shares260,877 from 270,453
Change-9,576 (-4%)
Value$7.4M (+$927.7K)
Filed 2026-11-09
Generali Asset Management SPA SGR
INCREASED
Shares260,113 from 255,024
Change+5,089 (+2%)
Value$7.4M (+$1.3M)
Filed 2026-10-26
Park National Corp
INCREASED
Shares257,556 from 242,081
Change+15,475 (+6%)
Value$7.3M (+$1.5M)
Filed 2026-10-05
M&G Plc
DECREASED
Shares250,335 from 418,626
Change-168,291 (-40%)
Value$7.3M (-$2.8M)
Filed 2026-11-04
Kwmg, LLC
INCREASED
Shares248,744 from 241,593
Change+7,151 (+3%)
Value$7.1M (+$1.3M)
Filed 2026-10-07
Money Concepts Capital Corp
INCREASED
Shares248,721 from 239,692
Change+9,029 (+4%)
Value$7.1M (+$1.3M)
Filed 2026-11-06
Plato Investment Management Ltd
INCREASED
Shares245,620 from 225,254
Change+20,366 (+9%)
Value$7.0M (+$1.6M)
Filed 2026-11-05
Avantax Planning Partners, Inc.
INCREASED
Shares244,923 from 237,765
Change+7,158 (+3%)
Value$7.0M (+$1.3M)
Filed 2026-11-03
IFP Advisors, Inc
INCREASED
Shares243,978 from 228,411
Change+15,567 (+7%)
Value$7.0M (+$1.5M)
Filed 2026-10-16
Compound Planning, Inc.
DECREASED
Shares241,989 from 242,706
Change-717 (0%)
Value$6.9M (+$1.1M)
Filed 2026-11-09
Keystone Financial Planning, Inc.
DECREASED
Shares239,885 from 242,093
Change-2,208 (-1%)
Value$6.8M (+$1.0M)
Filed 2026-10-08
First Fiduciary Investment Counsel, Inc.
DECREASED
Shares239,084 from 256,357
Change-17,273 (-7%)
Value$6.8K (-$6.2M)
Filed 2026-10-27
AlphaCore Capital LLC
INCREASED
Shares237,701 from 208,486
Change+29,215 (+14%)
Value$6.8M (+$1.8M)
Filed 2026-11-04
John G Ullman & Associates Inc
INCREASED
Shares237,502 from 229,216
Change+8,286 (+4%)
Value$6.8M (+$1.3M)
Filed 2026-11-04
Argent Trust Co
DECREASED
Shares236,951 from 238,779
Change-1,828 (-1%)
Value$6.8M (+$1.0M)
Filed 2026-11-09
GFS Advisors, LLC
INCREASED
Shares236,830 from 221,436
Change+15,394 (+7%)
Value$6.8M (+$6.8M)
Filed 2026-11-03
Blume Capital Management, Inc.
DECREASED
Shares236,497 from 241,130
Change-4,633 (-2%)
Value$6.7M (+$938.5K)
Filed 2026-10-26
Altrius Capital Management Inc
INCREASED
Shares234,129 from 216,580
Change+17,549 (+8%)
Value$6.7M (+$1.5M)
Filed 2026-11-05
Baugh & Associates, LLC
INCREASED
Shares233,761 from 208,631
Change+25,130 (+12%)
Value$5.9M (+$854.9K)
Filed 2026-10-16
United Asset Strategies, Inc.
INCREASED
Shares231,199 from 26,793
Change+204,406 (+763%)
Value$6.6M (+$5.9M)
Filed 2026-10-28
J.W. Cole Advisors, Inc.
DECREASED
Shares230,377 from 235,737
Change-5,360 (-2%)
Value$6.6M (+$893.8K)
Filed 2026-11-05
Midwest Trust Co
INCREASED
Shares230,197 from 224,786
Change+5,411 (+2%)
Value$6.6M (+$1.2M)
Filed 2026-10-22
Hennessy Advisors Inc
DECREASED
Shares228,900 from 296,113
Change-67,213 (-23%)
Value$6.5M (-$602.2K)
Filed 2026-10-28
Stablepoint Partners, LLC
INCREASED
Shares225,571 from 201,036
Change+24,535 (+12%)
Value$6.4M (+$1.6M)
Filed 2026-11-03
Alpha Omega Wealth Management LLC
INCREASED
Shares224,834 from 218,573
Change+6,261 (+3%)
Value$6.4M (+$1.1M)
Filed 2026-10-23
TD Private Client Wealth LLC
INCREASED
Shares224,219 from 217,302
Change+6,917 (+3%)
Value$6.4M (+$1.2M)
Filed 2026-10-28
Allen Capital Group, LLC
INCREASED
Shares223,622 from 218,728
Change+4,894 (+2%)
Value$6.4M (+$1.1M)
Filed 2026-10-27
Leuthold Group, LLC
INCREASED
Shares223,599 from 202,967
Change+20,632 (+10%)
Value$6.4M (+$1.5M)
Filed 2026-11-04
Greenleaf Trust
DECREASED
Shares223,273 from 224,968
Change-1,695 (-1%)
Value$6.4M (+$950.5K)
Filed 2026-10-29
Zions Bancorporation, National Association
DECREASED
Shares221,836 from 318,425
Change-96,589 (-30%)
Value$6.3M (-$1.3M)
Filed 2026-11-06
Emerald Investment Advisers, LLC
INCREASED
Shares219,388 from 198,881
Change+20,507 (+10%)
Value$6.3M (+$1.5M)
Filed 2026-11-09
Park Avenue Securities LLC
DECREASED
Shares215,898 from 220,927
Change-5,029 (-2%)
Value$6.2K (-$5.3M)
Filed 2026-10-26
Raab & Moskowitz Asset Management LLC
DECREASED
Shares215,649 from 226,116
Change-10,467 (-5%)
Value$6.2M (+$705.4K)
Filed 2026-11-02
Yelin Lapidot Holdings Management Ltd.
UNCHANGED
Shares215,000 from 215,000
Change0 (0%)
Value$6.1M (+$954.6K)
Filed 2026-10-26
Aegon Asset Management UK PLC
DECREASED
Shares210,771 from 215,051
Change-4,280 (-2%)
Value$6.0M (+$832.8K)
Filed 2026-11-04
Tokio Marine Asset Management Co LTD
INCREASED
Shares209,306 from 198,023
Change+11,283 (+6%)
Value$6.0M (+$1.2M)
Filed 2026-10-26
HUB Investment Partners, LLC
INCREASED
Shares208,491 from 197,054
Change+11,437 (+6%)
Value$5.9M (+$1.2M)
Filed 2026-11-03
Cullen T Bankers, Inc.
DECREASED
Shares208,375 from 209,637
Change-1,262 (-1%)
Value$5.9M (+$894.8K)
Filed 2026-10-28
Linscomb Wealth, Inc.
DECREASED
Shares206,568 from 209,174
Change-2,606 (-1%)
Value$5.9M (+$854.4K)
Filed 2026-11-05
E. Ohman J:or Asset Management AB
INCREASED
Shares205,117 from 199,117
Change+6,000 (+3%)
Value$5.8M (+$1.1M)
Filed 2026-10-22
Wedbush Securities Inc
DECREASED
Shares202,357 from 202,441
Change-84 (0%)
Value$5.8K (-$4.9M)
Filed 2026-10-22
Fifth Third Wealth Advisors LLC
DECREASED
Shares202,081 from 205,404
Change-3,323 (-2%)
Value$5.8M (+$817.2K)
Filed 2026-10-22
Bellecapital International Ltd.
INCREASED
Shares197,529 from 197,078
Change+451 (+0%)
Value$5.6M (+$887.9K)
Filed 2026-10-21
Capital Investment Advisory Services, LLC
DECREASED
Shares196,383 from 200,077
Change-3,694 (-2%)
Value$5.6M (+$784.1K)
Filed 2026-10-30
Clearstead Advisors, LLC
DECREASED
Shares193,101 from 197,145
Change-4,044 (-2%)
Value$5.5M (+$759.9K)
Filed 2026-11-06
Martin Capital Partners, LLC
INCREASED
Shares192,106 from 188,551
Change+3,555 (+2%)
Value$5.5M (+$938.5K)
Filed 2026-10-07
Inspire Trust Co, N.A.
UNCHANGED
Shares192,000 from 192,000
Change0 (0%)
Value$5.5M (+$852.5K)
Filed 2026-11-05
Chesley Taft & Associates LLC
DECREASED
Shares191,607 from 194,317
Change-2,710 (-1%)
Value$5.5M (+$785.5K)
Filed 2026-10-13
Brighton Jones LLC
INCREASED
Shares191,304 from 155,516
Change+35,788 (+23%)
Value$5.5M (+$1.7M)
Filed 2026-11-03
Phoenix Financial Ltd.
DECREASED
Shares191,217 from 253,976
Change-62,759 (-25%)
Value$5.5M (-$647.6K)
Filed 2026-11-09
Union Bancaire Privee, UBP SA
INCREASED
Shares189,843 from 174,631
Change+15,212 (+9%)
Value$8.7M (+$2.4M)
Filed 2026-11-04
KMG Fiduciary Partners, LLC
DECREASED
Shares189,556 from 190,888
Change-1,332 (-1%)
Value$5.4M (+$809.6K)
Filed 2026-10-14
Financiere des Professionnels - Fonds d'investissement inc.
DECREASED
Shares188,562 from 201,100
Change-12,538 (-6%)
Value$5.4M (+$535.3K)
Filed 2026-11-03
Choreo, LLC
INCREASED
Shares188,518 from 176,708
Change+11,810 (+7%)
Value$5.4M (+$1.1M)
Filed 2026-10-28
Sigma Planning Corp
DECREASED
Shares188,239 from 210,735
Change-22,496 (-11%)
Value$5.4M (+$291.7K)
Filed 2026-10-23
Fiduciary Alliance LLC
DECREASED
Shares188,225 from 422,829
Change-234,604 (-55%)
Value$5.4M (-$4.8M)
Filed 2026-10-13
Apollon Wealth Management, LLC
INCREASED
Shares187,096 from 168,834
Change+18,262 (+11%)
Value$5.3M (+$1.3M)
Filed 2026-10-23
Columbia Asset Management
DECREASED
Shares185,777 from 190,168
Change-4,391 (-2%)
Value$5.3M (+$719.1K)
Filed 2026-10-19
Daymark Wealth Partners, LLC
INCREASED
Shares185,180 from 173,196
Change+11,984 (+7%)
Value$5.3M (+$1.1M)
Filed 2026-11-04
North Star Investment Management Corp.
INCREASED
Shares184,249 from 179,122
Change+5,127 (+3%)
Value$5.3M (+$941.5K)
Filed 2026-10-27
Schaper Benz & Wise Investment Counsel Inc
DECREASED
Shares182,735 from 187,450
Change-4,715 (-3%)
Value$5.2M (+$697.8K)
Filed 2026-10-09
Farmers & Merchants Investments Inc
INCREASED
Shares182,046 from 180,784
Change+1,262 (+1%)
Value$5.2M (+$838.7K)
Filed 2026-10-22
Premier Fund Managers Ltd
DECREASED
Shares180,000 from 454,800
Change-274,800 (-60%)
Value$5.2K (-$5.9K)
Filed 2026-11-02
Hollow Brook Wealth Management LLC
DECREASED
Shares178,823 from 196,805
Change-17,982 (-9%)
Value$5.1M (+$361.0K)
Filed 2026-10-29
Bonness Enterprises Inc
UNCHANGED
Shares178,308 from 178,308
Change0 (0%)
Value$5.1M (+$791.7K)
Filed 2026-10-08
Mystic Asset Management, Inc.
DECREASED
Shares177,591 from 178,085
Change-494 (0%)
Value$5.1M (+$776.6K)
Filed 2026-10-15
UMB Bank, n.a.
DECREASED
Shares176,814 from 185,809
Change-8,995 (-5%)
Value$5.0M (+$568.5K)
Filed 2026-11-06
Strategic Family Wealth Counselors, L.L.C.
INCREASED
Shares175,666 from 175,617
Change+49 (+0%)
Value$5.0M (+$781.1K)
Filed 2026-10-29
Wilkins Investment Counsel Inc
DECREASED
Shares175,561 from 176,761
Change-1,200 (-1%)
Value$5.0M (+$750.6K)
Filed 2026-11-03
BAR Harbor Wealth Management
INCREASED
Shares174,972 from 173,222
Change+1,750 (+1%)
Value$5.0M (+$819.0K)
Filed 2026-10-21
Hantz Financial Services, Inc.
INCREASED
Shares174,666 from 168,432
Change+6,234 (+4%)
Value$5.0K (-$4.1M)
Filed 2026-11-09
North Dakota State Investment Board
INCREASED
Shares174,398 from 168,928
Change+5,470 (+3%)
Value$5.0M (+$906.0K)
Filed 2026-10-27
Chicago Partners Investment Group LLC
INCREASED
Shares173,666 from 96,817
Change+76,849 (+79%)
Value$5.2M (+$2.8M)
Filed 2026-10-27
Valeo Financial Advisors, LLC
INCREASED
Shares172,660 from 169,378
Change+3,282 (+2%)
Value$4.9M (+$845.6K)
Filed 2026-10-08
Sowell Financial Services LLC
DECREASED
Shares172,311 from 185,807
Change-13,496 (-7%)
Value$4.9M (+$440.1K)
Filed 2026-10-23
Verdence Capital Advisors LLC
INCREASED
Shares171,304 from 168,925
Change+2,379 (+1%)
Value$4.9M (+$817.9K)
Filed 2026-10-26
Canandaigua National Bank & Trust Co
INCREASED
Shares171,242 from 160,394
Change+10,848 (+7%)
Value$4.9M (+$1.0M)
Filed 2026-10-07
Monte Financial Group, LLC
DECREASED
Shares170,888 from 173,412
Change-2,524 (-1%)
Value$4.9M (+$536.7K)
Filed 2026-11-02
First Financial Bank - Trust Division
INCREASED
Shares170,089 from 164,898
Change+5,191 (+3%)
Value$4.9M (+$880.2K)
Filed 2026-10-01
Sterling Investment Advisors, Ltd.
INCREASED
Shares170,056 from 143,333
Change+26,723 (+19%)
Value$4.8M (+$1.4M)
Filed 2026-10-27
Wilmington Savings Fund Society, FSB
DECREASED
Shares170,048 from 185,530
Change-15,482 (-8%)
Value$4.8M (+$382.2K)
Filed 2026-10-23
Lawson Kroeker Investment Management Inc
DECREASED
Shares169,881 from 174,686
Change-4,805 (-3%)
Value$4.8M (+$638.6K)
Filed 2026-10-22
Signet Investment Advisory Group, Inc.
INCREASED
Shares169,268 from 159,718
Change+9,550 (+6%)
Value$4.8M (+$981.5K)
Filed 2026-10-30
Cohen Klingenstein LLC
UNCHANGED
Shares169,014 from 169,014
Change0 (0%)
Value$4.8M (+$750.4K)
Filed 2026-10-15
Penn Davis Mcfarland Inc
DECREASED
Shares168,955 from 169,415
Change-460 (0%)
Value$4.8M (+$739.1K)
Filed 2026-10-23
Hamilton Point Investment Advisors, LLC
INCREASED
Shares168,714 from 167,854
Change+860 (+1%)
Value$4.8M (+$769.8K)
Filed 2026-11-03
Goelzer Investment Management, Inc.
DECREASED
Shares167,473 from 170,730
Change-3,257 (-2%)
Value$4.8M (+$665.2K)
Filed 2026-10-16
Griffith & Werner, Inc.
INCREASED
Shares167,162 from 161,427
Change+5,735 (+4%)
Value$4.8M (+$880.5K)
Filed 2026-11-04
Quadrant Capital Group LLC
INCREASED
Shares166,263 from 162,907
Change+3,356 (+2%)
Value$4.7M (+$794.1K)
Filed 2026-10-20
Drystone LLC
INCREASED
Shares165,915 from 165,789
Change+126 (+0%)
Value$4.7M (+$739.7K)
Filed 2026-10-30
Dudley & Shanley, Inc.
UNCHANGED
Shares165,000 from 165,000
Change0 (0%)
Value$4.7M (+$732.6K)
Filed 2026-10-06
Frank, Rimerman Advisors LLC
INCREASED
Shares164,556 from 164,115
Change+441 (+0%)
Value$4.7M (+$741.3K)
Filed 2026-10-16
Corecam AG
DECREASED
Shares164,100 from 164,350
Change-250 (0%)
Value$4.7M (+$722.6K)
Filed 2026-10-29
Value Partners Investments Inc.
UNCHANGED
Shares164,000 from 164,000
Change0 (0%)
Value$4.7M (+$737.6K)
Filed 2026-10-19
Ritholtz Wealth Management
DECREASED
Shares162,997 from 193,644
Change-30,647 (-16%)
Value$4.6M (-$14.3K)
Filed 2026-11-05
Aviance Capital Partners, LLC
INCREASED
Shares162,374 from 159,351
Change+3,023 (+2%)
Value$4.6M (+$793.7K)
Filed 2026-10-29
Kintegral Advisory, LLC
INCREASED
Shares161,504 from 160,592
Change+912 (+1%)
Value$4.6M (+$739.0K)
Filed 2026-10-16
AGF Management LTD
DECREASED
Shares161,428 from 434,814
Change-273,386 (-63%)
Value$4.6M (-$5.9M)
Filed 2026-11-03
Williams Jones Wealth Management, Llc.
DECREASED
Shares161,141 from 162,713
Change-1,572 (-1%)
Value$4.6M (+$677.6K)
Filed 2026-11-05
EagleClaw Capital Managment, LLC
INCREASED
Shares160,852 from 153,401
Change+7,451 (+5%)
Value$4.6M (+$893.6K)
Filed 2026-11-06
Venture Visionary Partners LLC
DECREASED
Shares160,246 from 161,492
Change-1,246 (-1%)
Value$4.6M (+$681.5K)
Filed 2026-10-07
Principle Wealth Partners LLC
DECREASED
Shares160,224 from 160,668
Change-444 (0%)
Value$4.6M (+$700.7K)
Filed 2026-11-02
CenterBook Partners LP
DECREASED
Shares159,468 from 459,030
Change-299,562 (-65%)
Value$4.5M (-$6.5M)
Filed 2026-11-02
Cutler Investment Counsel LLC
DECREASED
Shares159,355 from 163,108
Change-3,753 (-2%)
Value$4.5M (+$617.2K)
Filed 2026-10-28
HBK Sorce Advisory LLC
INCREASED
Shares158,941 from 157,717
Change+1,224 (+1%)
Value$4.7M (+$678.5K)
Filed 2026-11-06
Prospera Financial Services Inc
INCREASED
Shares158,676 from 115,101
Change+43,575 (+38%)
Value$4.8M (+$2.1M)
Filed 2026-11-04
Argyle Capital Management, LLC
INCREASED
Shares157,336 from 155,636
Change+1,700 (+1%)
Value$4.5M (+$739.5K)
Filed 2026-10-28
MH & Associates Securities Management Corp
INCREASED
Shares157,296 from 156,767
Change+529 (+0%)
Value$4.5M (+$711.1K)
Filed 2026-10-30
Plan Group Financial, LLC
INCREASED
Shares157,160 from 133,266
Change+23,894 (+18%)
Value$4.7M (+$1.5M)
Filed 2026-10-22
Wealthcare Advisory Partners LLC
INCREASED
Shares157,131 from 147,571
Change+9,560 (+6%)
Value$4.5M (+$927.9K)
Filed 2026-10-21
Visionary Wealth Advisors
DECREASED
Shares156,959 from 160,713
Change-3,754 (-2%)
Value$4.5M (+$606.5K)
Filed 2026-11-04
Moneco Advisors, LLC
DECREASED
Shares156,914 from 170,546
Change-13,632 (-8%)
Value$4.5M (+$368.4K)
Filed 2026-11-05
GF Fund Management Co. Ltd.
UNCHANGED
Shares156,777 from 156,777
Change0 (0%)
Value$4.5M (+$696.1K)
Filed 2026-10-26
Excalibur Management Corp
INCREASED
Shares156,386 from 155,777
Change+609 (+0%)
Value$4.5M (+$709.0K)
Filed 2026-11-02
Generali Investments, Management Co LLC
DECREASED
Shares155,794 from 189,601
Change-33,807 (-18%)
Value$4.4M (-$122.3K)
Filed 2026-10-19
Belpointe Asset Management LLC
DECREASED
Shares154,383 from 156,552
Change-2,169 (-1%)
Value$4.4M (+$633.2K)
Filed 2026-11-09
Koshinski Asset Management, Inc.
INCREASED
Shares153,585 from 146,261
Change+7,324 (+5%)
Value$4.4M (+$858.3K)
Filed 2026-10-29
Pine Valley Investments Ltd Liability Co
INCREASED
Shares152,749 from 150,761
Change+1,988 (+1%)
Value$4.4M (+$726.1K)
Filed 2026-11-09
Diversified Trust Co
INCREASED
Shares151,902 from 150,996
Change+906 (+1%)
Value$4.3M (+$696.3K)
Filed 2026-11-06
SS&H Financial Advisors, Inc.
DECREASED
Shares151,598 from 153,923
Change-2,325 (-2%)
Value$4.3K (-$3.7M)
Filed 2026-10-28
Robertson Stephens Wealth Management, LLC
INCREASED
Shares151,326 from 148,619
Change+2,707 (+2%)
Value$4.3M (+$737.1K)
Filed 2026-10-16
Perpetual Ltd
INCREASED
Shares150,513 from 134,576
Change+15,937 (+12%)
Value$4.3M (+$1.1M)
Filed 2026-10-13
Csenge Advisory Group
DECREASED
Shares150,358 from 154,984
Change-4,626 (-3%)
Value$4.3M (+$556.2K)
Filed 2026-11-04
Parsons Capital Management Inc
INCREASED
Shares149,914 from 145,818
Change+4,096 (+3%)
Value$4.3M (+$764.2K)
Filed 2026-10-28
Trust Co of Toledo NA
DECREASED
Shares149,048 from 149,751
Change-703 (0%)
Value$4.3M (+$644.8K)
Filed 2026-10-16
Trust Co of Vermont
DECREASED
Shares149,045 from 158,728
Change-9,683 (-6%)
Value$4.3M (+$428.6K)
Filed 2026-10-21
Kerusso Capital Management LLC
INCREASED
Shares148,251 from 73,697
Change+74,554 (+101%)
Value$4.2M (+$2.5M)
Filed 2026-10-27
Securian Asset Management, Inc
DECREASED
Shares148,052 from 151,478
Change-3,426 (-2%)
Value$4.2M (+$427.9K)
Filed 2026-11-06
NLB Skladi, upravljanje premozenja, d.o.o.
DECREASED
Shares147,874 from 163,956
Change-16,082 (-10%)
Value$4.2M (+$269.3K)
Filed 2026-10-22
NewSquare Capital LLC
INCREASED
Shares147,864 from 142,215
Change+5,649 (+4%)
Value$4.2M (+$792.5K)
Filed 2026-11-06
Certuity, LLC
DECREASED
Shares146,879 from 150,075
Change-3,196 (-2%)
Value$4.2M (+$575.2K)
Filed 2026-11-02
Capricorn Fund Managers Ltd
INCREASED
Shares144,568 from 22,130
Change+122,438 (+553%)
Value$4.1M (+$3.6M)
Filed 2026-11-03
NBT Bank, N.A.
DECREASED
Shares144,506 from 152,177
Change-7,671 (-5%)
Value$4.1M (+$456.9K)
Filed 2026-10-21
Ascent Group, LLC
DECREASED
Shares144,481 from 157,175
Change-12,694 (-8%)
Value$4.1M (+$335.8K)
Filed 2026-10-30
Fishman JAY A LTD
DECREASED
Shares143,996 from 144,996
Change-1,000 (-1%)
Value$4.1M (+$615.3K)
Filed 2026-10-26
Gallagher Capital Advisors, LLC
INCREASED
Shares143,311 from 141,242
Change+2,069 (+1%)
Value$4.1M (+$686.1K)
Filed 2026-10-09
Keeler Thomas Management LLC
DECREASED
Shares142,860 from 145,127
Change-2,267 (-2%)
Value$4.1M (+$579.7K)
Filed 2026-10-29
Cypress Capital Group
INCREASED
Shares141,083 from 138,473
Change+2,610 (+2%)
Value$4.0M (+$689.3K)
Filed 2026-11-03
Mill Capital Management, LLC
DECREASED
Shares140,638 from 143,638
Change-3,000 (-2%)
Value$4.0M (+$552.2K)
Filed 2026-10-26
Griffin Asset Management, Inc.
DECREASED
Shares140,445 from 143,861
Change-3,416 (-2%)
Value$4.0M (+$541.3K)
Filed 2026-10-22
West Wealth Group, LLC
INCREASED
Shares138,226 from 9,499
Change+128,727 (+1355%)
Value$380.9K (+$152.1K)
Filed 2026-10-14
Simplicity Wealth,LLC
INCREASED
Shares137,312 from 109,120
Change+28,192 (+26%)
Value$3.9M (+$1.3M)
Filed 2026-10-23
International Assets Investment Management, LLC
DECREASED
Shares136,428 from 163,689
Change-27,261 (-17%)
Value$3.8M (+$499.0K)
Filed 2026-11-02
Diversify Advisory Services, LLC
INCREASED
Shares135,927 from 117,466
Change+18,461 (+16%)
Value$4.0M (+$1.1M)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares135,927 from 117,466
Change+18,461 (+16%)
Value$4.0M (+$1.1M)
Filed 2026-10-20
Wesbanco Bank Inc
DECREASED
Shares135,753 from 162,515
Change-26,762 (-16%)
Value$3.9M (-$41.7K)
Filed 2026-11-04
Jacobi Capital Management LLC
INCREASED
Shares135,056 from 133,653
Change+1,403 (+1%)
Value$3.9M (+$633.4K)
Filed 2026-11-05
Cardinal Capital Management
INCREASED
Shares134,651 from 124,537
Change+10,114 (+8%)
Value$3.8M (+$841.4K)
Filed 2026-10-21
BridgePort Financial Solutions, LLC
INCREASED
Shares133,512 from 128,811
Change+4,701 (+4%)
Value$3.8M (+$706.0K)
Filed 2026-11-02
Arete Wealth Advisors, LLC
INCREASED
Shares133,175 from 129,520
Change+3,655 (+3%)
Value$3.8M (+$686.9K)
Filed 2026-11-09
Patrick M Sweeney & Associates, Inc
INCREASED
Shares132,471 from 123,314
Change+9,157 (+7%)
Value$3.8M (+$808.7K)
Filed 2026-10-22
ProVise Management Group, LLC
DECREASED
Shares131,282 from 145,537
Change-14,255 (-10%)
Value$3.7M (+$239.6K)
Filed 2026-11-06
Old North State Wealth Management, LLC
INCREASED
Shares130,952 from 124,354
Change+6,598 (+5%)
Value$3.7M (+$740.5K)
Filed 2026-10-22
Dmkc Advisory Services, LLC
INCREASED
Shares129,327 from 117,624
Change+11,703 (+10%)
Value$3.7M (+$856.0K)
Filed 2026-11-04
MassMutual Private Wealth & Trust, FSB
INCREASED
Shares128,329 from 115,825
Change+12,504 (+11%)
Value$3.7M (+$870.9K)
Filed 2026-10-05
Hengehold Capital Management LLC
INCREASED
Shares128,306 from 123,873
Change+4,433 (+4%)
Value$3.7M (+$676.4K)
Filed 2026-10-16
Carnegie Investment Counsel
DECREASED
Shares128,303 from 129,803
Change-1,500 (-1%)
Value$3.7M (+$533.5K)
Filed 2026-10-20
Leelyn Smith, LLC
INCREASED
Shares128,235 from 123,384
Change+4,851 (+4%)
Value$3.7M (+$686.2K)
Filed 2026-11-03
Marco Investment Management LLC
DECREASED
Shares127,636 from 134,025
Change-6,389 (-5%)
Value$3.6M (+$412.9K)
Filed 2026-11-09
Cherokee Insurance Co
UNCHANGED
Shares126,947 from 126,947
Change0 (0%)
Value$3.6M (+$563.6K)
Filed 2026-11-05
Leonteq Securities AG
INCREASED
Shares126,855 from 67,691
Change+59,164 (+87%)
Value$3.6M (+$2.0M)
Filed 2026-10-29
Eagle Capital Management, LLC
DECREASED
Shares126,546 from 126,581
Change-35 (0%)
Value$3.6K (+$561)
Filed 2026-10-19
Xcel Wealth Management, LLC
DECREASED
Shares126,138 from 164,138
Change-38,000 (-23%)
Value$3.6M (-$355.0K)
Filed 2026-10-26
First Citizens Bank & Trust Co
INCREASED
Shares126,028 from 79,991
Change+46,037 (+58%)
Value$3.6M (+$1.7M)
Filed 2026-10-14
Fulton Bank, N.A.
DECREASED
Shares125,242 from 128,183
Change-2,941 (-2%)
Value$3.6M (+$485.3K)
Filed 2026-10-14
MGO One Seven LLC
DECREASED
Shares124,841 from 138,195
Change-13,354 (-10%)
Value$3.6M (+$232.7K)
Filed 2026-10-28
Monarch Capital Management Inc
DECREASED
Shares123,947 from 127,572
Change-3,625 (-3%)
Value$3.5M (+$463.0K)
Filed 2026-10-19
SFE Investment Counsel
INCREASED
Shares123,515 from 122,530
Change+985 (+1%)
Value$3.5M (+$572.1K)
Filed 2026-10-29
Crestwood Advisors Group, LLC
DECREASED
Shares123,362 from 137,811
Change-14,449 (-10%)
Value$3.5M (+$199.8K)
Filed 2026-10-27
B. Riley Wealth Advisors, Inc.
INCREASED
Shares123,196 from 90,498
Change+32,698 (+36%)
Value$3.5M (+$1.3M)
Filed 2026-10-13
Focused Wealth Management, Inc
INCREASED
Shares123,144 from 119,833
Change+3,311 (+3%)
Value$3.5M (+$626.5K)
Filed 2026-10-30
Independent Financial Group, LLC
INCREASED
Shares122,978 from 122,166
Change+812 (+1%)
Value$3.5M (+$565.6K)
Filed 2026-10-13
Cohen Investment Advisors LLC
DECREASED
Shares121,277 from 124,325
Change-3,048 (-2%)
Value$3.5M (+$465.1K)
Filed 2026-10-20
First Interstate Bank
DECREASED
Shares120,616 from 127,285
Change-6,669 (-5%)
Value$3.4M (+$374.9K)
Filed 2026-10-23
Old Port Advisors
INCREASED
Shares120,557 from 114,101
Change+6,456 (+6%)
Value$3.4M (+$690.7K)
Filed 2026-10-23
Walled Lake Planning & Wealth Management, LLC
INCREASED
Shares120,196 from 119,517
Change+679 (+1%)
Value$3.4M (+$550.0K)
Filed 2026-10-29
Perigon Wealth Management, LLC
DECREASED
Shares119,629 from 152,791
Change-33,162 (-22%)
Value$3.4M (-$267.4K)
Filed 2026-10-22
Profund Advisors LLC
INCREASED
Shares117,159 from 73,381
Change+43,778 (+60%)
Value$3.3M (+$1.6M)
Filed 2026-10-29
Wernau Asset Management Inc.
DECREASED
Shares116,951 from 119,725
Change-2,774 (-2%)
Value$3.3M (+$452.5K)
Filed 2026-10-19
U S Wealth Group, Llc.
DECREASED
Shares116,618 from 116,761
Change-143 (0%)
Value$3.3M (+$514.3K)
Filed 2026-11-09
WBI Investments, LLC
INCREASED
Shares115,565 from 102,076
Change+13,489 (+13%)
Value$3.3M (+$837.9K)
Filed 2026-11-05
Integrity Alliance, Llc.
INCREASED
Shares114,957 from 112,680
Change+2,277 (+2%)
Value$3.3M (+$565.2K)
Filed 2026-10-29
Raleigh Capital Management Inc.
DECREASED
Shares114,539 from 114,644
Change-105 (0%)
Value$3.3M (+$506.0K)
Filed 2026-10-28
Community Trust & Investment Co
DECREASED
Shares114,464 from 124,894
Change-10,430 (-8%)
Value$3.3M (+$257.1K)
Filed 2026-10-15
Massachusetts Wealth Management
INCREASED
Shares114,165 from 110,815
Change+3,350 (+3%)
Value$3.3M (+$587.6K)
Filed 2026-10-21
Cornerstone Wealth Management, LLC
INCREASED
Shares113,761 from 112,180
Change+1,581 (+1%)
Value$3.2M (+$543.2K)
Filed 2026-11-04
Barry Investment Advisors, LLC
DECREASED
Shares113,528 from 114,880
Change-1,352 (-1%)
Value$3.2M (+$471.5K)
Filed 2026-10-14
Krilogy Financial LLC
INCREASED
Shares113,502 from 88,365
Change+25,137 (+28%)
Value$3.2M (+$1.1M)
Filed 2026-10-13
Naples Global Advisors, LLC
DECREASED
Shares113,386 from 113,546
Change-160 (0%)
Value$3.2M (+$499.6K)
Filed 2026-11-05
Guyasuta Investment Advisors Inc
DECREASED
Shares113,046 from 113,231
Change-185 (0%)
Value$3.2M (+$497.5K)
Filed 2026-10-15
Coldstream Capital Management Inc
INCREASED
Shares112,791 from 110,237
Change+2,554 (+2%)
Value$3.2M (+$562.3K)
Filed 2026-11-09
Jamison Private Wealth Management, Inc.
INCREASED
Shares110,446 from 106,195
Change+4,251 (+4%)
Value$3.1M (+$592.8K)
Filed 2026-10-14
Simplex Trading, LLC
DECREASED
Shares110,427 from 640,977
Change-530,550 (-83%)
Value$3.1M (-$12.3M)
Filed 2026-11-04
HF Advisory Group, LLC
INCREASED
Shares110,318 from 102,378
Change+7,940 (+8%)
Value$3.1M (+$681.0K)
Filed 2026-10-09
Sippican Capital Advisors
INCREASED
Shares110,167 from 102,177
Change+7,990 (+8%)
Value$3.1M (+$681.5K)
Filed 2026-10-23
Clear Harbor Asset Management, LLC
DECREASED
Shares110,122 from 144,614
Change-34,492 (-24%)
Value$3.1M (-$341.6K)
Filed 2026-11-05
Blue Trust, Inc.
DECREASED
Shares109,712 from 110,872
Change-1,160 (-1%)
Value$3.1M (+$459.2K)
Filed 2026-10-15
Kassira Wealth Management LLC
INCREASED
Shares109,673 from 109,519
Change+154 (+0%)
Value$3.1M (+$490.6K)
Filed 2026-10-28
Signaturefd, LLC
INCREASED
Shares108,903 from 104,975
Change+3,928 (+4%)
Value$3.1M (+$578.1K)
Filed 2026-10-23
Tema Etfs LLC
INCREASED
Shares108,124 from 103,378
Change+4,746 (+5%)
Value$3.1M (+$594.4K)
Filed 2026-10-16
Aurora Investment Managers, Llc.
INCREASED
Shares108,115 from 108,034
Change+81 (+0%)
Value$3.1K (+$482)
Filed 2026-10-15
Western Wealth Management, LLC
INCREASED
Shares107,821 from 82,496
Change+25,325 (+31%)
Value$3.3M (+$1.3M)
Filed 2026-11-09
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares107,648 from 107,648
Change0 (0%)
Value$2.6M ($0)
Filed 2026-10-15
Fulcrum Asset Management LLP
NEW
Shares107,464
Change+107,464
Value$3.1M
Filed 2026-11-04
Alerus Financial NA
INCREASED
Shares107,437 from 87,204
Change+20,233 (+23%)
Value$3.1M (+$964.2K)
Filed 2026-11-09
Confluence Wealth Services, Inc.
INCREASED
Shares107,308 from 96,426
Change+10,882 (+11%)
Value$3.1M (+$738.5K)
Filed 2026-11-05
Gamma Investing LLC
INCREASED
Shares107,263 from 85,702
Change+21,561 (+25%)
Value$3.1M (+$995.4K)
Filed 2026-10-08
Mcdonald Partners LLC
INCREASED
Shares107,072 from 101,152
Change+5,920 (+6%)
Value$3.1M (+$618.0K)
Filed 2026-11-03
Salem Investment Counselors Inc
DECREASED
Shares105,793 from 106,893
Change-1,100 (-1%)
Value$3.0M (+$443.2K)
Filed 2026-10-13
Prime Capital Investment Advisors, LLC
DECREASED
Shares105,111 from 113,165
Change-8,054 (-7%)
Value$3.0M (+$272.7K)
Filed 2026-10-20
Econ Financial Services Corp
DECREASED
Shares104,628 from 185,641
Change-81,013 (-44%)
Value$3.0M (-$1.5M)
Filed 2026-10-19
CWA Asset Management Group, LLC
INCREASED
Shares104,294 from 99,813
Change+4,481 (+4%)
Value$3.0M (+$571.0K)
Filed 2026-10-19
First Nebraska Trust Co
DECREASED
Shares104,083 from 106,986
Change-2,903 (-3%)
Value$3.0M (+$392.1K)
Filed 2026-10-30
First Pacific Financial
INCREASED
Shares103,932 from 103,274
Change+658 (+1%)
Value$3.0M (+$477.3K)
Filed 2026-10-14
Portside Wealth Group, LLC
INCREASED
Shares101,935 from 89,045
Change+12,890 (+14%)
Value$2.9M (+$763.0K)
Filed 2026-10-20
Soltis Investment Advisors LLC
INCREASED
Shares101,626 from 26,981
Change+74,645 (+277%)
Value$2.9M (+$2.2M)
Filed 2026-10-28
Shoker Investment Counsel, Inc.
INCREASED
Shares100,668 from 99,923
Change+745 (+1%)
Value$2.9M (+$464.9K)
Filed 2026-11-04
Vest Financial, LLC
DECREASED
Shares100,473 from 101,513
Change-1,040 (-1%)
Value$2.9M (+$421.1K)
Filed 2026-10-21
Associated Banc-Corp
DECREASED
Shares100,353 from 151,296
Change-50,943 (-34%)
Value$2.9M (-$781.1K)
Filed 2026-10-30
Unison Advisors LLC
INCREASED
Shares100,240 from 98,488
Change+1,752 (+2%)
Value$2.9M (+$487.3K)
Filed 2026-10-29
Brooktree Capital Management
DECREASED
Shares100,157 from 101,128
Change-971 (-1%)
Value$2.9M (+$421.3K)
Filed 2026-11-09
Cidel Asset Management Inc
INCREASED
Shares100,009 from 97,941
Change+2,068 (+2%)
Value$2.9M (+$493.8K)
Filed 2026-10-29
Hunter Associates Investment Management LLC
DECREASED
Shares99,634 from 104,837
Change-5,203 (-5%)
Value$2.8K (-$2.5M)
Filed 2026-10-26
Wedmont Private Capital
INCREASED
Shares99,498 from 41,785
Change+57,713 (+138%)
Value$2.8M (+$1.8M)
Filed 2026-10-09
Meridian Wealth Management, LLC
DECREASED
Shares99,302 from 103,774
Change-4,472 (-4%)
Value$2.8M (+$329.3K)
Filed 2026-11-05
OmniStar Financial Group, Inc.
NEW
Shares99,155
Change+99,155
Value$2.8M
Filed 2026-10-26
Symphony Financial, Ltd. Co.
INCREASED
Shares98,868 from 40,314
Change+58,554 (+145%)
Value$2.8M (+$1.8M)
Filed 2026-10-22
Investors Asset Management of Georgia Inc
INCREASED
Shares97,514 from 93,803
Change+3,711 (+4%)
Value$2.8M (+$522.3K)
Filed 2026-10-20
Kestra Investment Management, LLC
DECREASED
Shares97,453 from 108,921
Change-11,468 (-11%)
Value$2.8M (+$156.5K)
Filed 2026-11-04
Inlight Wealth Management, LLC
DECREASED
Shares97,082 from 98,407
Change-1,325 (-1%)
Value$2.8M (+$399.1K)
Filed 2026-10-21
Glass Wealth Management Co LLC
DECREASED
Shares96,210 from 100,166
Change-3,956 (-4%)
Value$2.7M (+$331.9K)
Filed 2026-10-28
Optimist Retirement Group LLC
INCREASED
Shares96,047 from 93,529
Change+2,518 (+3%)
Value$2.7M (+$487.1K)
Filed 2026-10-30
American Assets Investment Management, LLC
UNCHANGED
Shares96,000 from 96,000
Change0 (0%)
Value$2.7M (+$426.2K)
Filed 2026-10-30
VAN Strum & Towne Inc.
INCREASED
Shares93,373 from 85,044
Change+8,329 (+10%)
Value$2.7M (+$615.1K)
Filed 2026-11-06
Carret Asset Management, LLC
DECREASED
Shares93,271 from 95,897
Change-2,626 (-3%)
Value$2.7M (+$350.9K)
Filed 2026-11-04
XML Financial, LLC
DECREASED
Shares92,959 from 99,422
Change-6,463 (-6%)
Value$2.7M (+$257.1K)
Filed 2026-10-29
Werlinich Asset Management, LLC
INCREASED
Shares92,600 from 92,200
Change+400 (+0%)
Value$2.6M (+$420.8K)
Filed 2026-10-09
Lynch & Associates
INCREASED
Shares92,135 from 91,717
Change+418 (+0%)
Value$2.6M (+$419.2K)
Filed 2026-10-13
Parallel Advisors, LLC
DECREASED
Shares92,075 from 92,563
Change-488 (-1%)
Value$2.6M (+$397.1K)
Filed 2026-11-03
Eagle Rock Investment Company, LLC
INCREASED
Shares91,495 from 89,923
Change+1,572 (+2%)
Value$2.6M (+$444.1K)
Filed 2026-10-21
Rare Wolf Capital LLC
DECREASED
Shares91,330 from 92,920
Change-1,590 (-2%)
Value$2.6M (+$367.2K)
Filed 2026-10-20
Ascent Wealth Partners, LLC
INCREASED
Shares91,120 from 89,916
Change+1,204 (+1%)
Value$2.6M (+$433.6K)
Filed 2026-10-23
M Holdings Securities, Inc.
NEW
Shares90,828
Change+90,828
Value$2.8K
Filed 2026-11-03
Ranch Capital Advisors Inc.
INCREASED
Shares90,709 from 85,339
Change+5,370 (+6%)
Value$2.6M (+$532.1K)
Filed 2026-11-09
Bill Few Associates, Inc.
DECREASED
Shares90,587 from 91,121
Change-534 (-1%)
Value$2.6M (+$389.3K)
Filed 2026-10-09
Woodstock Corp
DECREASED
Shares90,425 from 90,767
Change-342 (0%)
Value$2.6M (+$393.3K)
Filed 2026-10-13
Sky Investment Group LLC
NEW
Shares90,231
Change+90,231
Value$2.6M
Filed 2026-10-30
VestGen Advisors, LLC
INCREASED
Shares89,474 from 74,689
Change+14,785 (+20%)
Value$2.6M (+$753.3K)
Filed 2026-10-27
United Advisor Group, LLC
DECREASED
Shares88,625 from 89,061
Change-436 (0%)
Value$2.5M (+$383.0K)
Filed 2026-11-03
Joel Isaacson & Co., LLC
INCREASED
Shares88,602 from 86,319
Change+2,283 (+3%)
Value$2.5M (+$448.4K)
Filed 2026-11-05
Boyar Asset Management Inc.
DECREASED
Shares88,524 from 92,395
Change-3,871 (-4%)
Value$2.5M (+$299.8K)
Filed 2026-11-09
Steel Grove Capital Advisors, LLC
INCREASED
Shares88,373 from 71,307
Change+17,066 (+24%)
Value$2.5M (+$803.3K)
Filed 2026-10-13
LEE Danner & Bass Inc
DECREASED
Shares88,256 from 89,551
Change-1,295 (-1%)
Value$2.5M (+$360.7K)
Filed 2026-10-27
Catherine Avery Investment Management LLC
DECREASED
Shares88,181 from 227,951
Change-139,770 (-61%)
Value$2.5M (-$3.0M)
Filed 2026-10-14
SVB Wealth LLC
DECREASED
Shares88,115 from 93,921
Change-5,806 (-6%)
Value$2.5M (+$251.4K)
Filed 2026-11-06
Slocum, Gordon & Co LLP
DECREASED
Shares88,011 from 88,494
Change-483 (-1%)
Value$2.5M (+$379.1K)
Filed 2026-10-19
Disciplined Equity Management, Inc.
INCREASED
Shares87,920 from 86,560
Change+1,360 (+2%)
Value$2.5M (+$423.1K)
Filed 2026-10-14
O'Keefe Stevens Advisory, Inc.
INCREASED
Shares87,085 from 80,568
Change+6,517 (+8%)
Value$2.5M (+$543.6K)
Filed 2026-10-09
Beacon Financial Group
DECREASED
Shares86,801 from 94,815
Change-8,014 (-8%)
Value$2.5M (+$192.4K)
Filed 2026-10-19
Moody National Bank Trust Division
INCREASED
Shares86,627 from 83,566
Change+3,061 (+4%)
Value$2.5M (+$458.3K)
Filed 2026-10-06
Good Harbor Advisors, Inc.
DECREASED
Shares86,465 from 86,952
Change-487 (-1%)
Value$2.5M (+$372.2K)
Filed 2026-10-20
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
INCREASED
Shares86,426 from 61,715
Change+24,711 (+40%)
Value$2.5M (+$978.8K)
Filed 2026-10-22
SWS Partners
DECREASED
Shares86,179 from 92,241
Change-6,062 (-7%)
Value$2.5M (+$236.6K)
Filed 2026-10-26
J. Safra Sarasin Holding AG
DECREASED
Shares85,660 from 92,059
Change-6,399 (-7%)
Value$2.4M (+$177.8K)
Filed 2026-10-26
Iowa State Bank
DECREASED
Shares85,307 from 87,501
Change-2,194 (-3%)
Value$2.4M (+$325.9K)
Filed 2026-10-06
Searle & Co.
DECREASED
Shares85,048 from 88,705
Change-3,657 (-4%)
Value$2.4M (+$289.6K)
Filed 2026-11-04
Summit Financial Wealth Advisors, LLC
DECREASED
Shares85,028 from 86,749
Change-1,721 (-2%)
Value$2.4M (+$336.1K)
Filed 2026-10-15
Cove Private Wealth, LLC
INCREASED
Shares84,575 from 84,332
Change+243 (+0%)
Value$2.4M (+$381.4K)
Filed 2026-10-28
Beese Fulmer Investment Management, Inc.
INCREASED
Shares84,500 from 83,085
Change+1,415 (+2%)
Value$2.4M (+$409.3K)
Filed 2026-10-23
Whitener Capital Management, Inc.
INCREASED
Shares83,474 from 82,959
Change+515 (+1%)
Value$2.4M (+$383.0K)
Filed 2026-10-15
Ascentis Wealth Management, LLC
INCREASED
Shares83,244 from 81,054
Change+2,190 (+3%)
Value$2.4M (+$422.5K)
Filed 2026-11-03
Generali Investments Towarzystwo Funduszy Inwestycyjnych
DECREASED
Shares83,000 from 87,000
Change-4,000 (-5%)
Value$2.4M (+$272.2K)
Filed 2026-11-06
Accurate Wealth Management, LLC
INCREASED
Shares82,889 from 59,520
Change+23,369 (+39%)
Value$2.4M (+$913.0K)
Filed 2026-10-20
Atlas Brown,Inc.
INCREASED
Shares82,433 from 80,876
Change+1,557 (+2%)
Value$2.4M (+$403.5K)
Filed 2026-10-09
Waters Parkerson & Co., LLC
DECREASED
Shares81,952 from 96,842
Change-14,890 (-15%)
Value$2.3M (+$5.3K)
Filed 2026-11-04
Brendel Financial Advisors LLC
DECREASED
Shares81,788 from 81,988
Change-200 (0%)
Value$2.3M (+$358.3K)
Filed 2026-11-09
Kingswood Wealth Advisors, LLC
INCREASED
Shares81,723 from 79,869
Change+1,854 (+2%)
Value$2.3M (+$407.5K)
Filed 2026-10-23
Axxcess Wealth Management, LLC
DECREASED
Shares81,588 from 202,855
Change-121,267 (-60%)
Value$2.3M (-$2.6M)
Filed 2026-10-21
Private Management Group Inc
DECREASED
Shares81,494 from 81,843
Change-349 (0%)
Value$2.3M (+$353.4K)
Filed 2026-11-04
Promethium Advisors,llc
UNCHANGED
Shares81,378 from 81,378
Change0 (0%)
Value$2.3M (+$361.3K)
Filed 2026-10-19
Silverlake Wealth Management LLC
INCREASED
Shares80,831 from 80,679
Change+152 (+0%)
Value$2.3M (+$362.6K)
Filed 2026-10-21
Quadrant Private Wealth Management, LLC
NEW
Shares80,557
Change+80,557
Value$2.3M
Filed 2026-11-04
Virtus Family Office LLC
INCREASED
Shares80,105 from 70,574
Change+9,531 (+14%)
Value$2.3M (+$585.2K)
Filed 2026-10-30
Harbour Investments, Inc.
DECREASED
Shares79,906 from 141,011
Change-61,105 (-43%)
Value$2.3M (-$1.1M)
Filed 2026-11-09
Uncommon Cents Investing Inc
INCREASED
Shares79,517 from 74,762
Change+4,755 (+6%)
Value$2.3M (+$467.6K)
Filed 2026-10-20
Shikiar Asset Management Inc
NEW
Shares79,500
Change+79,500
Value$2.3K
Filed 2026-10-20
Penobscot Investment Management Company, Inc.
UNCHANGED
Shares79,410 from 79,410
Change0 (0%)
Value$2.3M (+$352.6K)
Filed 2026-10-26
Avidian Wealth Enterprises, LLC
DECREASED
Shares79,052 from 79,424
Change-372 (0%)
Value$2.3M (+$342.0K)
Filed 2026-10-08
Eastern Bank
DECREASED
Shares78,614 from 88,290
Change-9,676 (-11%)
Value$2.2M (+$116.0K)
Filed 2026-10-05
Wealth Effects LLC
DECREASED
Shares77,791 from 78,083
Change-292 (0%)
Value$2.2M (+$338.4K)
Filed 2026-10-23
Dana Investment Advisors, Inc.
INCREASED
Shares77,593 from 75,072
Change+2,521 (+3%)
Value$2.2M (+$405.2K)
Filed 2026-11-06
Ascentis Independent Advisors
NEW
Shares77,502
Change+77,502
Value$2.2M
Filed 2026-11-03
Radnor Capital Management, LLC
DECREASED
Shares77,421 from 77,621
Change-200 (0%)
Value$2.2M (+$338.9K)
Filed 2026-10-23
Cumberland Advisors Inc
INCREASED
Shares77,300 from 71,300
Change+6,000 (+8%)
Value$2.2M (+$487.7K)
Filed 2026-10-30
CoreCap Advisors, LLC
DECREASED
Shares77,134 from 85,905
Change-8,771 (-10%)
Value$2.2M (+$131.3K)
Filed 2026-10-08
Summit Global Investments
INCREASED
Shares76,933 from 60,517
Change+16,416 (+27%)
Value$2.2K (-$1.5M)
Filed 2026-10-28
Herold Advisors, Inc.
DECREASED
Shares76,022 from 81,250
Change-5,228 (-6%)
Value$2.2M (+$214.2K)
Filed 2026-10-19
Jacobs & Co
DECREASED
Shares75,914 from 82,804
Change-6,890 (-8%)
Value$2.2K (+$172)
Filed 2026-10-09
Trust Point Inc.
INCREASED
Shares75,482 from 67,683
Change+7,799 (+12%)
Value$2.2M (+$522.9K)
Filed 2026-10-27
Heartwood Wealth Advisors LLC
INCREASED
Shares75,030 from 71,828
Change+3,202 (+4%)
Value$2.1M (+$410.2K)
Filed 2026-10-05
LFG Wealth Partners, LLC
INCREASED
Shares73,387 from 65,762
Change+7,625 (+12%)
Value$2.1M (+$509.5K)
Filed 2026-10-28
Great Valley Advisor Group, Inc.
INCREASED
Shares72,658 from 71,411
Change+1,247 (+2%)
Value$2.1M (+$352.5K)
Filed 2026-11-09
John Boyer, Inc.
INCREASED
Shares72,030 from 68,297
Change+3,733 (+5%)
Value$2.1M (+$409.6K)
Filed 2026-10-27
Romano Brothers and Company
INCREASED
Shares71,873 from 69,523
Change+2,350 (+3%)
Value$2.0M (+$375.7K)
Filed 2026-10-22
Flagship Harbor Advisors, LLC
INCREASED
Shares71,515 from 70,067
Change+1,448 (+2%)
Value$2.0M (+$352.4K)
Filed 2026-10-26
Mission Wealth Management, LP
DECREASED
Shares71,304 from 82,458
Change-11,154 (-14%)
Value$2.0M (+$48.0K)
Filed 2026-10-15
Brown, Lisle Ings, Inc.
DECREASED
Shares71,290 from 74,737
Change-3,447 (-5%)
Value$2.0M (+$233.5K)
Filed 2026-10-16
Nations Financial Group Inc,
DECREASED
Shares70,684 from 71,165
Change-481 (-1%)
Value$2.0M (+$302.2K)
Filed 2026-11-05
PKO Investment Management Joint-Stock Co
DECREASED
Shares70,000 from 166,450
Change-96,450 (-58%)
Value$2.0M (-$2.0M)
Filed 2026-10-19
Missouri Trust & Investment Co
DECREASED
Shares69,941 from 70,041
Change-100 (0%)
Value$2.0M (+$243.0K)
Filed 2026-11-04
Chicago Trust Co NA
DECREASED
Shares69,602 from 75,196
Change-5,594 (-7%)
Value$2.0M (+$174.3K)
Filed 2026-10-28
Royal Fund Management, LLC
DECREASED
Shares69,417 from 77,701
Change-8,284 (-11%)
Value$2.0M (+$108.7K)
Filed 2026-10-22
Plancorp, LLC
DECREASED
Shares69,127 from 69,231
Change-104 (0%)
Value$2.1M (+$415.0K)
Filed 2026-11-03
Dynamic Financial Group
INCREASED
Shares69,069 from 68,055
Change+1,014 (+1%)
Value$2.0M (+$331.1K)
Filed 2026-10-28
B.A. Schrock Wealth Management, Inc.
NEW
Shares68,825
Change+68,825
Value$1.9M
Filed 2026-10-15
Next Level Private LLC
DECREASED
Shares68,762 from 69,305
Change-543 (-1%)
Value$2.0M (+$292.2K)
Filed 2026-10-20
Dudley Capital Management, LLC
INCREASED
Shares68,722 from 68,090
Change+632 (+1%)
Value$2.0M (+$320.4K)
Filed 2026-10-23
Parkside Financial Bank & Trust
DECREASED
Shares68,551 from 70,487
Change-1,936 (-3%)
Value$2.0M (+$257.7K)
Filed 2026-10-27
Point Windward Advisors Inc.
DECREASED
Shares68,531 from 69,581
Change-1,050 (-2%)
Value$2.0M (+$279.0K)
Filed 2026-11-06
Cascade Investment Advisors, Inc.
INCREASED
Shares68,524 from 67,874
Change+650 (+1%)
Value$2.0M (+$319.9K)
Filed 2026-11-02
Cordgrass Capital Advisors, LLC
UNCHANGED
Shares68,388 from 68,388
Change0 (0%)
Value$2.0M (+$303.6K)
Filed 2026-10-30
Calamos Wealth Management LLC
INCREASED
Shares68,097 from 65,212
Change+2,885 (+4%)
Value$1.9M (+$371.8K)
Filed 2026-11-02
Ledyard National Bank
DECREASED
Shares67,946 from 181,271
Change-113,325 (-63%)
Value$1.9M (-$2.4M)
Filed 2026-10-21
True Private Wealth Advisors
INCREASED
Shares67,920 from 66,968
Change+952 (+1%)
Value$1.9M (+$324.5K)
Filed 2026-10-19
Pathway Financial Advisers, LLC
INCREASED
Shares67,908 from 57,903
Change+10,005 (+17%)
Value$1.9M (+$542.4K)
Filed 2026-10-27
Huntleigh Advisors, Inc.
INCREASED
Shares67,629 from 66,578
Change+1,051 (+2%)
Value$1.9M (+$325.5K)
Filed 2026-11-03
Heritage Trust Co
DECREASED
Shares67,470 from 72,085
Change-4,615 (-6%)
Value$1.9M (+$188.4K)
Filed 2026-11-09
Guardian Partners Inc.
INCREASED
Shares67,455 from 46,810
Change+20,645 (+44%)
Value$1.9M (+$796.6K)
Filed 2026-10-21
Burke & Herbert Bank & Trust Co
UNCHANGED
Shares67,288 from 67,288
Change0 (0%)
Value$1.9M (+$298.8K)
Filed 2026-11-02
RDA Financial Network
DECREASED
Shares67,221 from 69,539
Change-2,318 (-3%)
Value$1.9M (+$242.7K)
Filed 2026-10-15
FNY Investment Advisers, LLC
INCREASED
Shares67,200 from 50,150
Change+17,050 (+34%)
Value$1.9K (+$709)
Filed 2026-10-16
Donoghue Forlines LLC
DECREASED
Shares67,126 from 67,585
Change-459 (-1%)
Value$1.9M (+$287.0K)
Filed 2026-11-02
Cohen Capital Management, Inc.
UNCHANGED
Shares67,037 from 67,037
Change0 (0%)
Value$1.9M (+$297.6K)
Filed 2026-10-14
Harbor Capital Advisors, Inc.
INCREASED
Shares66,634 from 66,351
Change+283 (+0%)
Value$1.9K (-$1.6M)
Filed 2026-10-22
Boston Trust Walden Corp
DECREASED
Shares66,407 from 67,014
Change-607 (-1%)
Value$1.9M (+$280.2K)
Filed 2026-10-30
Kentucky Trust Co
INCREASED
Shares66,381 from 65,411
Change+970 (+1%)
Value$1.9M (+$318.1K)
Filed 2026-10-15
Autumn Glory Partners, LLC
INCREASED
Shares66,221 from 66,212
Change+9 (+0%)
Value$1.9M (+$294.2K)
Filed 2026-10-26
Community Bank & Trust, Waco, Texas
INCREASED
Shares65,939 from 56,836
Change+9,103 (+16%)
Value$1.9K (-$1.4M)
Filed 2026-10-19
Wendell David Associates Inc
UNCHANGED
Shares65,922 from 65,922
Change0 (0%)
Value$1.9K (-$1.6M)
Filed 2026-10-27
WealthPlan Investment Management, LLC
DECREASED
Shares65,812 from 66,572
Change-760 (-1%)
Value$1.9M (+$273.9K)
Filed 2026-10-15
R.H. Dinel Investment Counsel, Inc.
DECREASED
Shares65,285 from 67,935
Change-2,650 (-4%)
Value$1.9M (+$226.1K)
Filed 2026-10-14
Stolper Co
INCREASED
Shares64,894 from 63,611
Change+1,283 (+2%)
Value$1.9K (+$319)
Filed 2026-10-13
Smithfield Trust Co
DECREASED
Shares64,749 from 66,244
Change-1,495 (-2%)
Value$1.8K (-$1.6M)
Filed 2026-11-09
Neville Rodie & Shaw Inc
UNCHANGED
Shares64,658 from 64,658
Change0 (0%)
Value$1.8K (+$287)
Filed 2026-10-05
Ignite Planners, LLC
INCREASED
Shares64,490 from 61,665
Change+2,825 (+5%)
Value$1.9M (+$372.9K)
Filed 2026-10-14
Community Bank of Raymore
INCREASED
Shares64,420 from 60,520
Change+3,900 (+6%)
Value$1.8M (+$379.9K)
Filed 2026-10-23
Knuff & Co LLC
UNCHANGED
Shares63,859 from 63,859
Change0 (0%)
Value$1.8M (+$283.5K)
Filed 2026-11-06
AMG National Trust Bank
INCREASED
Shares63,847 from 63,296
Change+551 (+1%)
Value$1.8M (+$296.7K)
Filed 2026-11-05
SeaCrest Wealth Management, LLC
DECREASED
Shares63,539 from 84,062
Change-20,523 (-24%)
Value$1.8M (-$212.1K)
Filed 2026-10-21
Intrua Financial, LLC
DECREASED
Shares63,453 from 65,137
Change-1,684 (-3%)
Value$1.8M (+$241.2K)
Filed 2026-10-28
Lazari Capital Management, Inc.
DECREASED
Shares63,445 from 64,489
Change-1,044 (-2%)
Value$1.8M (+$256.6K)
Filed 2026-10-20
Mengis Capital Management, Inc.
DECREASED
Shares62,998 from 63,373
Change-375 (-1%)
Value$1.8M (+$270.7K)
Filed 2026-10-13
Trust Asset Management LLC
UNCHANGED
Shares62,899 from 62,899
Change0 (0%)
Value$1.8M (+$279.3K)
Filed 2026-11-03
Conning Inc.
DECREASED
Shares62,549 from 63,314
Change-765 (-1%)
Value$1.8M (+$259.3K)
Filed 2026-10-27
Y-Intercept (Hong Kong) Ltd
NEW
Shares62,471
Change+62,471
Value$1.8M
Filed 2026-10-16
Triumph Capital Management
INCREASED
Shares61,895 from 60,207
Change+1,688 (+3%)
Value$1.8M (+$315.4K)
Filed 2026-10-14
Arista Wealth Management, LLC
DECREASED
Shares61,835 from 71,676
Change-9,841 (-14%)
Value$1.8M (+$37.6K)
Filed 2026-10-29
United Bank
INCREASED
Shares61,697 from 55,797
Change+5,900 (+11%)
Value$1.8M (+$416.0K)
Filed 2026-11-06
InvesTrust
DECREASED
Shares61,575 from 65,679
Change-4,104 (-6%)
Value$1.8M (+$174.6K)
Filed 2026-10-14
Annis Gardner Whiting Capital Advisors, LLC
DECREASED
Shares61,329 from 61,427
Change-98 (0%)
Value$1.7M (+$269.9K)
Filed 2026-11-09
Essex LLC
INCREASED
Shares61,240 from 58,322
Change+2,918 (+5%)
Value$1.7M (+$342.2K)
Filed 2026-10-14
Ballast, Inc.
INCREASED
Shares61,146 from 58,636
Change+2,510 (+4%)
Value$1.7M (+$331.9K)
Filed 2026-10-20
Dynamic Advisor Solutions LLC
INCREASED
Shares61,073 from 60,225
Change+848 (+1%)
Value$1.7M (+$291.6K)
Filed 2026-10-13
Sagespring Wealth Partners, LLC
INCREASED
Shares60,920 from 60,332
Change+588 (+1%)
Value$1.7M (+$284.6K)
Filed 2026-10-22
Gold Investment Management Ltd.
INCREASED
Shares60,827 from 57,668
Change+3,159 (+5%)
Value$1.7M (+$346.1K)
Filed 2026-10-19
Nicholas Hoffman & Company, Llc.
INCREASED
Shares60,725 from 48,195
Change+12,530 (+26%)
Value$1.7M (+$571.3K)
Filed 2026-10-30
MBL Wealth, LLC
INCREASED
Shares60,631 from 21,003
Change+39,628 (+189%)
Value$1.7M (+$1.2M)
Filed 2026-10-22
Costello Asset Management, Inc
DECREASED
Shares60,628 from 60,897
Change-269 (0%)
Value$1.7M (+$262.7K)
Filed 2026-10-30
Ashurst Perkins Coie Trust Co
DECREASED
Shares60,462 from 61,325
Change-863 (-1%)
Value$1.7M (+$248.3K)
Filed 2026-10-15
Leo Wealth, LLC
NEW
Shares60,136
Change+60,136
Value$1.7M
Filed 2026-10-26
Bailard, Inc.
INCREASED
Shares60,099 from 51,454
Change+8,645 (+17%)
Value$1.7M (+$475.0K)
Filed 2026-10-13
Cacti Asset Management LLC
DECREASED
Shares59,850 from 69,850
Change-10,000 (-14%)
Value$1.7M (+$36.9K)
Filed 2026-10-01
Norden Group LLC
INCREASED
Shares59,574 from 57,284
Change+2,290 (+4%)
Value$1.7M (+$319.6K)
Filed 2026-10-20
Bokf, NA
DECREASED
Shares59,498 from 82,045
Change-22,547 (-27%)
Value$1.7M (-$278.8K)
Filed 2026-10-27
Boltwood Capital Management
INCREASED
Shares59,489 from 58,299
Change+1,190 (+2%)
Value$1.7M (+$292.8K)
Filed 2026-10-02
HighPoint Advisor Group LLC
INCREASED
Shares59,315 from 58,358
Change+957 (+2%)
Value$1.7M (+$286.4K)
Filed 2026-11-09
Caldwell Sutter Capital, Inc.
INCREASED
Shares58,892 from 56,959
Change+1,933 (+3%)
Value$1.7M (+$308.0K)
Filed 2026-11-09
Independence Bank of Kentucky
DECREASED
Shares58,632 from 62,267
Change-3,635 (-6%)
Value$1.7M (+$172.8K)
Filed 2026-10-26
New England Professional Planning Group Inc.
INCREASED
Shares58,572 from 19,167
Change+39,405 (+206%)
Value$1.7M (+$1.2M)
Filed 2026-10-29
Claro Advisors Inc.
INCREASED
Shares58,395 from 47,000
Change+11,395 (+24%)
Value$1.7M (+$533.7K)
Filed 2026-11-02
RTD Financial Advisors, Inc.
DECREASED
Shares58,168 from 58,450
Change-282 (0%)
Value$1.7M (+$251.5K)
Filed 2026-10-09
Greenwood Capital Associates LLC
DECREASED
Shares57,471 from 58,299
Change-828 (-1%)
Value$1.6M (+$235.2K)
Filed 2026-10-27
McKinney Capital Management, LLC
INCREASED
Shares57,467 from 48,152
Change+9,315 (+19%)
Value$1.6M (+$479.5K)
Filed 2026-11-06
Level Four Advisory Services, LLC
DECREASED
Shares57,255 from 58,789
Change-1,534 (-3%)
Value$1.6M (+$217.2K)
Filed 2026-11-06
Integrated Advisors Network LLC
INCREASED
Shares57,246 from 56,176
Change+1,070 (+2%)
Value$1.6M (+$279.9K)
Filed 2026-10-20
Rudd Co d/b/a Styre Wealth
NEW
Shares57,185
Change+57,185
Value$1.7M
Filed 2026-10-29
Apella Capital, LLC
INCREASED
Shares56,927 from 46,600
Change+10,327 (+22%)
Value$1.6M (+$472.3K)
Filed 2026-10-08
Badgley Phelps Wealth Managers, LLC
INCREASED
Shares56,906 from 56,083
Change+823 (+1%)
Value$1.6M (+$272.5K)
Filed 2026-10-22
Patten & Patten Inc
DECREASED
Shares56,867 from 57,400
Change-533 (-1%)
Value$1.6M (+$239.7K)
Filed 2026-10-26
Masterinvest Kapitalanlage GmbH
DECREASED
Shares56,714 from 56,941
Change-227 (0%)
Value$1.6M (+$246.3K)
Filed 2026-11-03
Pettee Investors, Inc.
UNCHANGED
Shares55,686 from 55,686
Change0 (0%)
Value$1.6M (+$247.2K)
Filed 2026-11-09
Granite Islands Private Wealth, LLC
INCREASED
Shares55,597 from 52,397
Change+3,200 (+6%)
Value$1.6M (+$324.0K)
Filed 2026-10-16
Private Trust Co NA
INCREASED
Shares55,129 from 53,848
Change+1,281 (+2%)
Value$1.6M (+$275.6K)
Filed 2026-10-20
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED
Shares55,116 from 56,816
Change-1,700 (-3%)
Value$1.6M (+$203.8K)
Filed 2026-10-23
Langley Wealth Management, LLC
INCREASED
Shares54,838 from 54,791
Change+47 (+0%)
Value$1.6M (+$244.6K)
Filed 2026-11-04
Inman Jager Wealth Management, LLC
INCREASED
Shares54,761 from 54,399
Change+362 (+1%)
Value$1.6M (+$251.9K)
Filed 2026-11-05
Nwam LLC
INCREASED
Shares54,674 from 51,769
Change+2,905 (+6%)
Value$1.6M (+$312.7K)
Filed 2026-11-09
Millennium Capital Advisors, LLC
INCREASED
Shares54,473 from 53,877
Change+596 (+1%)
Value$1.6M (+$256.2K)
Filed 2026-10-16
Ted Buchan & Co
DECREASED
Shares54,295 from 54,689
Change-394 (-1%)
Value$1.5M (+$231.6K)
Filed 2026-10-23
Ashton Thomas Private Wealth, LLC
DECREASED
Shares54,259 from 56,570
Change-2,311 (-4%)
Value$1.5M (+$185.3K)
Filed 2026-11-03
Baker Avenue Asset Management, LP
INCREASED
Shares54,176 from 40,733
Change+13,443 (+33%)
Value$1.5M (+$564.2K)
Filed 2026-11-06
Murphy Pohlad Asset Management LLC
INCREASED
Shares54,032 from 52,377
Change+1,655 (+3%)
Value$1.5M (+$279.7K)
Filed 2026-10-22
Baxter Bros Inc
DECREASED
Shares54,012 from 54,137
Change-125 (0%)
Value$1.5M (+$236.8K)
Filed 2026-11-04
Cullinan Associates Inc
INCREASED
Shares53,801 from 51,301
Change+2,500 (+5%)
Value$1.5M (+$299.1K)
Filed 2026-11-03
St. Louis Trust Co
DECREASED
Shares53,612 from 53,894
Change-282 (-1%)
Value$1.5M (+$971.5K)
Filed 2026-11-03
Lynx Investment Advisory
DECREASED
Shares53,487 from 59,638
Change-6,151 (-10%)
Value$1.5M (+$89.4K)
Filed 2026-10-27
Jefferson Bridge Capital, LLC
UNCHANGED
Shares53,410 from 53,410
Change0 (0%)
Value$1.5M (+$237.1K)
Filed 2026-11-06
Total Wealth Planning & Management, Inc.
INCREASED
Shares53,407 from 49,290
Change+4,117 (+8%)
Value$1.5M (+$336.3K)
Filed 2026-10-23
Wincap Financial LLC
INCREASED
Shares53,341 from 46,496
Change+6,845 (+15%)
Value$1.5M (+$401.7K)
Filed 2026-10-20
Cigna Investments Inc
DECREASED
Shares53,286 from 54,038
Change-752 (-1%)
Value$1.5K (-$1.3M)
Filed 2026-10-19
Fourpath Capital Management, LLC
DECREASED
Shares53,088 from 54,219
Change-1,131 (-2%)
Value$1.5M (+$208.5K)
Filed 2026-10-19
Florida Trust Wealth Management Co
DECREASED
Shares52,850 from 55,975
Change-3,125 (-6%)
Value$1.5M (+$159.4K)
Filed 2026-11-05
MSH Capital Advisors LLC
DECREASED
Shares52,601 from 53,407
Change-806 (-2%)
Value$1.5M (+$214.1K)
Filed 2026-11-03
Breakwater Capital Group
DECREASED
Shares52,094 from 66,911
Change-14,817 (-22%)
Value$1.5M (-$125.5K)
Filed 2026-10-09
Pflug Koory, LLC
DECREASED
Shares52,093 from 52,493
Change-400 (-1%)
Value$1.5M (+$221.7K)
Filed 2026-10-26
Beacon Financial Advisory LLC
INCREASED
Shares52,049 from 49,663
Change+2,386 (+5%)
Value$1.5M (+$288.6K)
Filed 2026-10-16
Probity Advisors, Inc.
INCREASED
Shares52,044 from 50,988
Change+1,056 (+2%)
Value$1.5M (+$256.5K)
Filed 2026-10-23
Personal CFO Solutions, LLC
DECREASED
Shares51,954 from 66,535
Change-14,581 (-22%)
Value$1.5M (-$120.4K)
Filed 2026-11-06
Modera Wealth Management, LLC
INCREASED
Shares51,828 from 50,928
Change+900 (+2%)
Value$1.5M (+$251.8K)
Filed 2026-10-28
Parcion Private Wealth LLC
INCREASED
Shares51,586 from 21,037
Change+30,549 (+145%)
Value$1.5M (+$964.7K)
Filed 2026-10-28
Midway Capital Research & Management
INCREASED
Shares51,394 from 50,390
Change+1,004 (+2%)
Value$1.5M (+$252.4K)
Filed 2026-10-20
Kenora Financial, LLC
INCREASED
Shares51,128 from 51,008
Change+120 (+0%)
Value$1.5M (+$229.9K)
Filed 2026-10-20
RFG Advisory, LLC
INCREASED
Shares51,018 from 43,614
Change+7,404 (+17%)
Value$1.5M (+$404.8K)
Filed 2026-11-03
Portfolio Design Labs, LLC
INCREASED
Shares50,914 from 50,289
Change+625 (+1%)
Value$1.5M (+$241.1K)
Filed 2026-11-04
Community Bank, N.A.
DECREASED
Shares50,755 from 55,141
Change-4,386 (-8%)
Value$1.4M (+$120.3K)
Filed 2026-11-06
Bull Street Advisors, LLC
DECREASED
Shares50,211 from 50,543
Change-332 (-1%)
Value$1.4K (-$1.2M)
Filed 2026-10-20
EverSource Wealth Advisors, LLC
INCREASED
Shares50,194 from 26,002
Change+24,192 (+93%)
Value$1.4M (+$805.4K)
Filed 2026-11-04
Obermeyer Wealth Partners
INCREASED
Shares49,636 from 49,336
Change+300 (+1%)
Value$1.4M (+$227.6K)
Filed 2026-10-21
Centennial Wealth Advisory LLC
INCREASED
Shares49,557 from 47,757
Change+1,800 (+4%)
Value$1.4M (+$263.4K)
Filed 2026-10-16
Kendall Capital Management
DECREASED
Shares49,355 from 49,545
Change-190 (0%)
Value$1.4M (+$214.6K)
Filed 2026-10-23
William B. Walkup & Associates, Inc.
INCREASED
Shares49,341 from 49,061
Change+280 (+1%)
Value$1.4M (+$225.8K)
Filed 2026-11-05
Onyx Bridge Wealth Group LLC
INCREASED
Shares49,253 from 48,247
Change+1,006 (+2%)
Value$1.4M (+$242.9K)
Filed 2026-10-16
First National Trust Co
DECREASED
Shares49,167 from 52,136
Change-2,969 (-6%)
Value$1.4M (+$146.8K)
Filed 2026-10-28
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares49,141 from 43,459
Change+5,682 (+13%)
Value$1.4M (+$355.0K)
Filed 2026-10-23
Crossmark Global Holdings, Inc.
DECREASED
Shares49,108 from 69,380
Change-20,272 (-29%)
Value$1.4M (-$270.1K)
Filed 2026-10-21
Boit C F David
UNCHANGED
Shares49,103 from 49,103
Change0 (0%)
Value$1.4M (+$218.0K)
Filed 2026-10-29
Plimoth Trust Co LLC
DECREASED
Shares48,938 from 49,223
Change-285 (-1%)
Value$1.4M (+$210.4K)
Filed 2026-10-26
Bfsg, LLC
DECREASED
Shares48,830 from 50,722
Change-1,892 (-4%)
Value$1.4M (+$171.2K)
Filed 2026-10-30
Grandfield & Dodd, LLC
INCREASED
Shares48,815 from 47,721
Change+1,094 (+2%)
Value$1.4M (+$243.1K)
Filed 2026-10-29
Concord Wealth Partners
INCREASED
Shares48,795 from 47,796
Change+999 (+2%)
Value$1.4M (+$240.7K)
Filed 2026-11-02
Manske Wealth Management
DECREASED
Shares48,493 from 53,019
Change-4,526 (-9%)
Value$1.4M (+$106.3K)
Filed 2026-10-26
Key FInancial Inc
DECREASED
Shares48,466 from 52,416
Change-3,950 (-8%)
Value$1.4M (+$120.1K)
Filed 2026-11-02
Howland Capital Management LLC
DECREASED
Shares48,396 from 51,607
Change-3,211 (-6%)
Value$1.4M (+$137.6K)
Filed 2026-10-22
Applied Finance Capital Management, LLC
INCREASED
Shares48,366 from 39,346
Change+9,020 (+23%)
Value$1.4M (+$431.9K)
Filed 2026-11-03
Chapin Davis, Inc.
DECREASED
Shares48,269 from 48,605
Change-336 (-1%)
Value$1.4M (+$206.2K)
Filed 2026-10-09
Impact Partnership Wealth, LLC
INCREASED
Shares48,231 from 10,749
Change+37,482 (+349%)
Value$1.4M (+$1.1M)
Filed 2026-11-09
Capital Asset Advisory Services LLC
DECREASED
Shares48,219 from 138,613
Change-90,394 (-65%)
Value$1.4M (-$1.9M)
Filed 2026-10-30
True North Advisors, LLC
DECREASED
Shares48,133 from 49,122
Change-989 (-2%)
Value$1.4M (+$189.9K)
Filed 2026-10-22
Diligent Investors, LLC
INCREASED
Shares48,110 from 47,407
Change+703 (+1%)
Value$1.4M (+$230.5K)
Filed 2026-10-21
Aspen Investment Management Inc
INCREASED
Shares48,016 from 38,006
Change+10,010 (+26%)
Value$1.4K (+$454)
Filed 2026-11-05
Philadelphia Trust Co
INCREASED
Shares47,847 from 37,095
Change+10,752 (+29%)
Value$1.4K (-$891.6K)
Filed 2026-11-05
Lauterbach Financial Advisors, LLC
INCREASED
Shares47,793 from 47,299
Change+494 (+1%)
Value$1.4M (+$224.1K)
Filed 2026-10-21
Formidable Asset Management, LLC
DECREASED
Shares47,750 from 56,869
Change-9,119 (-16%)
Value$1.1M (-$447.1K)
Filed 2026-11-03
Lantz Financial LLC
INCREASED
Shares47,741 from 46,747
Change+994 (+2%)
Value$1.4M (+$235.9K)
Filed 2026-10-15
Focus Financial Network, Inc.
INCREASED
Shares47,710 from 44,319
Change+3,391 (+8%)
Value$1.4M (+$293.5K)
Filed 2026-10-14
180 Wealth Advisors, LLC
DECREASED
Shares47,594 from 47,953
Change-359 (-1%)
Value$1.4M (+$202.7K)
Filed 2026-11-03
Chicago Capital, LLC
DECREASED
Shares47,424 from 48,093
Change-669 (-1%)
Value$1.4M (+$194.5K)
Filed 2026-10-13
KCM Investment Advisors LLC
DECREASED
Shares47,302 from 49,669
Change-2,367 (-5%)
Value$1.3M (+$153.0K)
Filed 2026-10-27
Redhawk Wealth Advisors, Inc.
INCREASED
Shares47,090 from 46,808
Change+282 (+1%)
Value$1.3M (+$215.9K)
Filed 2026-10-14
Allegheny Financial Group
INCREASED
Shares46,869 from 46,701
Change+168 (+0%)
Value$1.3M (+$212.1K)
Filed 2026-11-05
LS Investment Advisors, LLC
DECREASED
Shares46,861 from 50,485
Change-3,624 (-7%)
Value$1.3M (+$120.8K)
Filed 2026-10-13
Resonant Capital Advisors, LLC
DECREASED
Shares46,763 from 52,773
Change-6,010 (-11%)
Value$1.3M (+$62.9K)
Filed 2026-10-15
Beaton Management Co. Inc.
INCREASED
Shares46,615 from 46,415
Change+200 (+0%)
Value$1.3K (-$1.1M)
Filed 2026-11-09
Tompkins Financial Corp
DECREASED
Shares46,534 from 55,818
Change-9,284 (-17%)
Value$1.3M (-$16.9K)
Filed 2026-10-05
JB Capital LLC
DECREASED
Shares46,451 from 48,121
Change-1,670 (-3%)
Value$1.3M (+$166.0K)
Filed 2026-10-19
Citizens & Northern Corp
DECREASED
Shares46,313 from 47,939
Change-1,626 (-3%)
Value$1.3M (+$166.5K)
Filed 2026-11-06
Archer Investment Corp
DECREASED
Shares46,287 from 73,546
Change-27,259 (-37%)
Value$1.3M (-$450.9K)
Filed 2026-11-05
Franklin Street Advisors Inc
DECREASED
Shares46,157 from 46,667
Change-510 (-1%)
Value$1.3M (+$192.7K)
Filed 2026-10-13
Tred Avon Family Wealth, LLC
DECREASED
Shares45,972 from 47,994
Change-2,022 (-4%)
Value$1.3M (+$155.4K)
Filed 2026-10-20
Curbstone Financial Management Corp
DECREASED
Shares45,927 from 47,027
Change-1,100 (-2%)
Value$1.3M (+$177.4K)
Filed 2026-10-21
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares45,897 from 49,991
Change-4,094 (-8%)
Value$1.3M (+$105.2K)
Filed 2026-11-04
Mirador Capital Partners LP
INCREASED
Shares45,887 from 45,835
Change+52 (+0%)
Value$1.3M (+$205.0K)
Filed 2026-10-09
Inspirion Wealth Advisors, LLC
DECREASED
Shares45,565 from 45,683
Change-118 (0%)
Value$1.3M (+$208.6K)
Filed 2026-10-09
OpenArc Corporate Advisory, LLC
DECREASED
Shares45,310 from 54,563
Change-9,253 (-17%)
Value$1.3M (-$21.6K)
Filed 2026-10-21
Kathmere Capital Management, LLC
DECREASED
Shares45,241 from 50,687
Change-5,446 (-11%)
Value$1.3M (+$69.7K)
Filed 2026-10-20
Shrier Wealth Management, LLC
INCREASED
Shares45,114 from 44,811
Change+303 (+1%)
Value$1.3M (+$207.6K)
Filed 2026-10-20
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares45,103 from 44,567
Change+536 (+1%)
Value$1.3M (+$213.2K)
Filed 2026-10-13
CNB Bank
INCREASED
Shares44,885 from 44,289
Change+596 (+1%)
Value$1.3M (+$213.6K)
Filed 2026-11-09
Parthenon LLC
DECREASED
Shares44,880 from 44,962
Change-82 (0%)
Value$1.3M (+$197.3K)
Filed 2026-10-22
Geneos Wealth Management Inc.
INCREASED
Shares44,602 from 29,798
Change+14,804 (+50%)
Value$1.3M (+$554.5K)
Filed 2026-11-09
Van Cleef Asset Management,Inc
UNCHANGED
Shares44,347 from 44,347
Change0 (0%)
Value$1.3M (+$196.9K)
Filed 2026-10-20
Montag A & Associates Inc
DECREASED
Shares44,207 from 50,191
Change-5,984 (-12%)
Value$1.3M (+$52.2K)
Filed 2026-10-29
Concord Asset Management, LLC
INCREASED
Shares44,045 from 43,466
Change+579 (+1%)
Value$1.3M (+$209.5K)
Filed 2026-11-02
Klingman & Associates, LLC
INCREASED
Shares43,749 from 28,237
Change+15,512 (+55%)
Value$1.2M (+$567.8K)
Filed 2026-10-20
Wolff Financial Management LLC
INCREASED
Shares43,711 from 43,639
Change+72 (+0%)
Value$1.2M (+$195.8K)
Filed 2026-10-23
Lmcg Investments, LLC
DECREASED
Shares43,537 from 43,942
Change-405 (-1%)
Value$1.2M (+$183.6K)
Filed 2026-10-21
Collar Capital Management, LLC
INCREASED
Shares43,283 from 42,473
Change+810 (+2%)
Value$1.2M (+$211.7K)
Filed 2026-10-28
Abel Hall, LLC
INCREASED
Shares43,247 from 40,621
Change+2,626 (+6%)
Value$1.2M (+$255.3K)
Filed 2026-10-19
Washington Trust Advisors, Inc.
DECREASED
Shares43,017 from 43,407
Change-390 (-1%)
Value$1.2M (+$181.6K)
Filed 2026-10-22
Kimelman & Baird, LLC
UNCHANGED
Shares42,976 from 42,976
Change0 (0%)
Value$1.2M (+$190.8K)
Filed 2026-11-03
Meridian Investment Counsel Inc.
DECREASED
Shares42,889 from 50,187
Change-7,298 (-15%)
Value$1.2M (+$14.7K)
Filed 2026-10-14
Y.D. More Investments Ltd
INCREASED
Shares42,823 from 32,930
Change+9,893 (+30%)
Value$1.2M (+$428.4K)
Filed 2026-11-02
SAX Wealth Advisors, LLC
INCREASED
Shares42,657 from 12,687
Change+29,970 (+236%)
Value$1.2M (+$860.3K)
Filed 2026-10-13
Citizens National Bank Trust Department
DECREASED
Shares42,627 from 48,004
Change-5,377 (-11%)
Value$1.2M (+$59.8K)
Filed 2026-11-04
Rahlfs Capital, LLC
INCREASED
Shares42,620 from 37,686
Change+4,934 (+13%)
Value$1.2M (+$308.0K)
Filed 2026-10-23
Bridges Investment Management Inc
DECREASED
Shares42,555 from 50,081
Change-7,526 (-15%)
Value$1.2M (+$7.7K)
Filed 2026-11-10
Canandaigua National Trust Co of Florida
NEW
Shares42,478
Change+42,478
Value$1.2M
Filed 2026-10-07
Vista Investment Partners LLC
DECREASED
Shares42,368 from 56,395
Change-14,027 (-25%)
Value$1.2M (-$149.7K)
Filed 2026-10-08
Abundance Wealth Counselors
INCREASED
Shares42,331 from 40,038
Change+2,293 (+6%)
Value$1.2M (+$243.2K)
Filed 2026-10-26
Aprio Wealth Management, LLC
INCREASED
Shares42,281 from 41,748
Change+533 (+1%)
Value$1.2M (+$200.6K)
Filed 2026-10-28
Gibbs Wealth Management
INCREASED
Shares41,905 from 29,851
Change+12,054 (+40%)
Value$1.2M (+$476.3K)
Filed 2026-10-22
M.E. Allison & Co., Inc.
INCREASED
Shares41,878 from 41,742
Change+136 (+0%)
Value$1.2M (+$189.2K)
Filed 2026-10-09
Palisade Asset Management, LLC
DECREASED
Shares41,722 from 44,085
Change-2,363 (-5%)
Value$1.2M (+$128.3K)
Filed 2026-11-03
Caldwell Trust Co
DECREASED
Shares41,684 from 44,139
Change-2,455 (-6%)
Value$1.2M (+$126.0K)
Filed 2026-10-30
S-Bank Fund Management Ltd
INCREASED
Shares41,536 from 39,521
Change+2,015 (+5%)
Value$1.2M (+$232.9K)
Filed 2026-11-06
Davidson Trust Co
DECREASED
Shares41,406 from 43,036
Change-1,630 (-4%)
Value$1.2M (+$144.6K)
Filed 2026-10-09
Providence Wealth Advisors, LLC
DECREASED
Shares41,212 from 44,086
Change-2,874 (-7%)
Value$1.1M (+$67.8K)
Filed 2026-10-29
1900 Wealth Management LLC
INCREASED
Shares41,203 from 23,827
Change+17,376 (+73%)
Value$1.2M (+$601.4K)
Filed 2026-10-13
Old Mission Investment Co LLC
INCREASED
Shares41,172 from 34,889
Change+6,283 (+18%)
Value$1.2M (+$334.1K)
Filed 2026-10-22
Curated Wealth Partners LLC
INCREASED
Shares41,019 from 9,973
Change+31,046 (+311%)
Value$1.2M (+$929.7K)
Filed 2026-10-15
626 Financial, LLC
INCREASED
Shares40,871 from 39,925
Change+946 (+2%)
Value$1.2M (+$204.3K)
Filed 2026-11-04
Bank & Trust Co
DECREASED
Shares40,631 from 40,931
Change-300 (-1%)
Value$1.2M (+$173.2K)
Filed 2026-10-07
Ipswich Investment Management Co., Inc.
INCREASED
Shares40,596 from 9,121
Change+31,475 (+345%)
Value$1.2M (+$938.2K)
Filed 2026-10-13
Santori & Peters, Inc.
DECREASED
Shares40,589 from 40,679
Change-90 (0%)
Value$1.2M (+$178.0K)
Filed 2026-10-26
Uhlmann Price Securities, LLC
INCREASED
Shares40,588 from 37,865
Change+2,723 (+7%)
Value$1.2M (+$245.8K)
Filed 2026-11-03
Alta Advisers Ltd
INCREASED
Shares40,380 from 21,612
Change+18,768 (+87%)
Value$1.2M (+$631.2K)
Filed 2026-11-02
JFS Wealth Advisors, LLC
DECREASED
Shares40,155 from 40,840
Change-685 (-2%)
Value$1.1M (+$161.8K)
Filed 2026-11-03
Ping Capital Management, Inc.
DECREASED
Shares40,000 from 45,000
Change-5,000 (-11%)
Value$1.1M (+$57.2K)
Filed 2026-10-13
Westhampton Capital, LLC
DECREASED
Shares39,908 from 41,508
Change-1,600 (-4%)
Value$1.1M (+$138.7K)
Filed 2026-10-30
Connective Portfolio Management, LLC
NEW
Shares39,850
Change+39,850
Value$1.1M
Filed 2026-10-22
Persium Advisors, LLC
INCREASED
Shares39,718 from 37,597
Change+2,121 (+6%)
Value$1.1M (+$227.4K)
Filed 2026-10-07
Provenance Wealth Advisors, LLC
INCREASED
Shares39,699 from 17,084
Change+22,615 (+132%)
Value$1.1M (+$720.8K)
Filed 2026-10-30
NTV Asset Management LLC
INCREASED
Shares39,615 from 37,616
Change+1,999 (+5%)
Value$1.1M (+$224.1K)
Filed 2026-10-23
YHB Investment Advisors, Inc.
DECREASED
Shares39,612 from 44,361
Change-4,749 (-11%)
Value$1.1M (+$61.5K)
Filed 2026-10-08
St. Clair Advisors, LLC
UNCHANGED
Shares39,391 from 39,391
Change0 (0%)
Value$1.1M (+$174.9K)
Filed 2026-10-13
Poehling Capital Management, Inc.
DECREASED
Shares39,207 from 39,335
Change-128 (0%)
Value$1.1M (+$171.0K)
Filed 2026-10-20
Turtle Creek Wealth Advisors, LLC
INCREASED
Shares39,116 from 36,870
Change+2,246 (+6%)
Value$1.1M (+$227.4K)
Filed 2026-10-15
Register Financial Advisors LLC
DECREASED
Shares39,109 from 44,133
Change-5,024 (-11%)
Value$1.1M (+$52.7K)
Filed 2026-10-23
NWF Advisory Services Inc.
INCREASED
Shares38,963 from 38,937
Change+26 (+0%)
Value$1.1M (+$173.6K)
Filed 2026-10-19
Aull & Monroe Investment Management Corp
INCREASED
Shares38,939 from 38,318
Change+621 (+2%)
Value$1.1M (+$187.8K)
Filed 2026-10-16
Jeppson Wealth Management, LLC
DECREASED
Shares38,871 from 40,696
Change-1,825 (-4%)
Value$1.1M (+$128.6K)
Filed 2026-10-20
Premier Path Wealth Partners, LLC
DECREASED
Shares38,785 from 49,426
Change-10,641 (-22%)
Value$1.1M (-$84.0K)
Filed 2026-10-16
Northeast Investment Management
UNCHANGED
Shares38,632 from 38,632
Change0 (0%)
Value$1.1M (+$171.5K)
Filed 2026-10-30
Legacy Financial Advisors, Inc.
INCREASED
Shares38,482 from 34,409
Change+4,073 (+12%)
Value$1.1M (+$268.9K)
Filed 2026-11-09
Studio Investment Management LLC
INCREASED
Shares38,441 from 37,694
Change+747 (+2%)
Value$1.1M (+$188.7K)
Filed 2026-10-22
Investors Research Corp
DECREASED
Shares38,216 from 38,962
Change-746 (-2%)
Value$1.1M (+$151.7K)
Filed 2026-10-07
Lebenthal Global Advisors, LLC
DECREASED
Shares38,121 from 45,901
Change-7,780 (-17%)
Value$1.1M (-$18.1K)
Filed 2026-10-28
Altfest L J & Co Inc
INCREASED
Shares38,104 from 36,216
Change+1,888 (+5%)
Value$1.1M (+$214.6K)
Filed 2026-10-27
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED
Shares38,099 from 44,042
Change-5,943 (-13%)
Value$1.1M (+$26.1K)
Filed 2026-10-27
Corundum Group, Inc.
INCREASED
Shares38,049 from 34,264
Change+3,785 (+11%)
Value$1.1M (+$260.1K)
Filed 2026-10-28
Indivisible Partners
DECREASED
Shares37,753 from 46,671
Change-8,918 (-19%)
Value$1.1M (-$47.1K)
Filed 2026-10-26
Neumann Capital Management, LLC
INCREASED
Shares37,711 from 29,836
Change+7,875 (+26%)
Value$1.1M (+$357.1K)
Filed 2026-10-15
Mount Vernon Associates Inc
DECREASED
Shares37,319 from 38,719
Change-1,400 (-4%)
Value$1.1K (-$930.9K)
Filed 2026-10-26
V-Square Quantitative Management LLC
DECREASED
Shares37,312 from 37,806
Change-494 (-1%)
Value$1.1M (+$153.8K)
Filed 2026-10-15
Courier Capital LLC
DECREASED
Shares37,012 from 39,040
Change-2,028 (-5%)
Value$1.1M (+$115.5K)
Filed 2026-10-19
Lanark Financial, Inc.
INCREASED
Shares36,889 from 35,867
Change+1,022 (+3%)
Value$1.1M (+$188.4K)
Filed 2026-10-26
Fire Capital Management LLC
UNCHANGED
Shares36,778 from 36,778
Change0 (0%)
Value$1.0M (+$163.3K)
Filed 2026-10-27
PDS Planning, Inc
INCREASED
Shares36,741 from 31,747
Change+4,994 (+16%)
Value$1.0M (+$283.4K)
Filed 2026-11-03
Burney Co/
DECREASED
Shares36,728 from 38,365
Change-1,637 (-4%)
Value$1.0M (+$123.7K)
Filed 2026-10-15
Legacy Capital Group California, Inc.
DECREASED
Shares36,668 from 37,682
Change-1,014 (-3%)
Value$1.0M (+$138.4K)
Filed 2026-11-09
Freestone Capital Holdings, LLC
DECREASED
Shares36,666 from 55,761
Change-19,095 (-34%)
Value$1.0M (-$297.0K)
Filed 2026-11-09
MCF Advisors LLC
INCREASED
Shares36,647 from 27,882
Change+8,765 (+31%)
Value$1.0M (+$373.8K)
Filed 2026-10-28
1620 Investment Advisors, Inc.
INCREASED
Shares36,642 from 36,100
Change+542 (+2%)
Value$1.0M (+$175.7K)
Filed 2026-11-04
Fulcrum Wealth Advisors, LLC
DECREASED
Shares36,558 from 106,609
Change-70,051 (-66%)
Value$1.0M (-$1.5M)
Filed 2026-10-16
Convergence Financial, LLC
INCREASED
Shares36,534 from 11,086
Change+25,448 (+230%)
Value$1.0M (+$775.0K)
Filed 2026-10-27
Advisor OS, LLC
DECREASED
Shares36,324 from 39,006
Change-2,682 (-7%)
Value$1.0M (+$96.7K)
Filed 2026-11-03
Bourne Lent Asset Management Inc
UNCHANGED
Shares36,275 from 36,275
Change0 (0%)
Value$1.0M (+$161.1K)
Filed 2026-11-05
AlTi Global, Inc.
DECREASED
Shares36,259 from 39,055
Change-2,796 (-7%)
Value$1.0M (+$93.7K)
Filed 2026-11-09
Journey Advisory Group, LLC
INCREASED
Shares36,224 from 34,607
Change+1,617 (+5%)
Value$1.0M (+$199.8K)
Filed 2026-11-04
Supplemental Annuity Collective Trust of NJ
DECREASED
Shares36,063 from 36,556
Change-493 (-1%)
Value$1.0M (+$148.2K)
Filed 2026-11-02
ARS Wealth Advisors Group, LLC
INCREASED
Shares36,016 from 35,944
Change+72 (+0%)
Value$1.0M (+$161.7K)
Filed 2026-10-16
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares35,929 from 32,587
Change+3,342 (+10%)
Value$1.0M (+$240.0K)
Filed 2026-10-14
Peoples Financial Services Corp.
DECREASED
Shares35,867 from 36,641
Change-774 (-2%)
Value$1.0M (+$141.0K)
Filed 2026-10-20
First National Bank & Trust Co of Newtown
DECREASED
Shares35,589 from 37,174
Change-1,585 (-4%)
Value$1.1M (+$156.8K)
Filed 2026-11-09
Miller Global Investments, LLC
DECREASED
Shares35,470 from 35,582
Change-112 (0%)
Value$1.0M (+$154.8K)
Filed 2026-10-02
Curat Global, LLC
INCREASED
Shares35,303 from 28,763
Change+6,540 (+23%)
Value$1.0M (+$219.1K)
Filed 2026-10-26
Equitable Trust Co
INCREASED
Shares35,224 from 34,504
Change+720 (+2%)
Value$1.0M (+$173.7K)
Filed 2026-10-13
Leavell Investment Management, Inc.
DECREASED
Shares35,097 from 35,669
Change-572 (-2%)
Value$1.0M (+$142.1K)
Filed 2026-11-09
Forum Financial Management, LP
DECREASED
Shares35,034 from 38,668
Change-3,634 (-9%)
Value$999.2K (+$68.1K)
Filed 2026-10-16
Gables Capital Management Inc.
DECREASED
Shares34,992 from 36,400
Change-1,408 (-4%)
Value$998.0K (+$121.5K)
Filed 2026-11-04
StoneX Group Inc.
INCREASED
Shares34,986 from 33,470
Change+1,516 (+5%)
Value$983.1K (+$177.2K)
Filed 2026-11-03
Net Worth Advisory Group
INCREASED
Shares34,849 from 29,766
Change+5,083 (+17%)
Value$980.0K (+$263.2K)
Filed 2026-10-20
Gateway Investment Advisers LLC
INCREASED
Shares34,839 from 34,156
Change+683 (+2%)
Value$993.6K (+$171.1K)
Filed 2026-10-13
Peddock Capital Advisors, LLC
UNCHANGED
Shares34,780 from 34,780
Change0 (0%)
Value$991.9K (+$154.4K)
Filed 2026-10-16
Park Place Capital Corp
INCREASED
Shares34,749 from 30,792
Change+3,957 (+13%)
Value$991.0K (+$249.6K)
Filed 2026-11-09
Bowen Hanes & Co Inc
DECREASED
Shares34,729 from 35,984
Change-1,255 (-3%)
Value$990.5K (-$20.0K)
Filed 2026-11-09
Aspiriant, LLC
DECREASED
Shares34,481 from 37,300
Change-2,819 (-8%)
Value$983.4K (+$85.2K)
Filed 2026-10-16
Deseret Mutual Benefit Administrators
DECREASED
Shares34,475 from 35,990
Change-1,515 (-4%)
Value$983.2K (+$116.6K)
Filed 2026-11-04
Carnegie Lake Advisors LLC
DECREASED
Shares34,425 from 49,577
Change-15,152 (-31%)
Value$981.8K (-$212.0K)
Filed 2026-11-06
Home Federal Bank of Tennessee
INCREASED
Shares34,409 from 29,837
Change+4,572 (+15%)
Value$981.3K (+$262.9K)
Filed 2026-10-15
VCI Wealth Management LLC
NEW
Shares34,235
Change+34,235
Value$976.4K
Filed 2026-10-29
Summit Securities Group LLC
INCREASED
Shares34,200 from 25,086
Change+9,114 (+36%)
Value$975.4K (+$371.3K)
Filed 2026-11-05
Paradigm Asset Management Co LLC
DECREASED
Shares34,100 from 41,300
Change-7,200 (-17%)
Value$972.5K (-$22.0K)
Filed 2026-11-05
Waldron Private Wealth LLC
DECREASED
Shares34,077 from 34,603
Change-526 (-2%)
Value$971.9K (+$138.6K)
Filed 2026-11-02
Mechanics Bank Trust Department
DECREASED
Shares34,063 from 43,631
Change-9,568 (-22%)
Value$971.5K (-$79.2K)
Filed 2026-10-13
Sterling Investment Management, LLC
DECREASED
Shares33,944 from 34,466
Change-522 (-2%)
Value$968.1K (+$138.1K)
Filed 2026-10-16
Perkins Capital Management Inc
UNCHANGED
Shares33,759 from 33,759
Change0 (0%)
Value$962.8K (+$149.9K)
Filed 2026-11-02
Valmark Advisers, Inc.
INCREASED
Shares33,557 from 33,525
Change+32 (+0%)
Value$957.0K (+$149.8K)
Filed 2026-11-06
Investment Partners, Ltd.
INCREASED
Shares33,323 from 16,183
Change+17,140 (+106%)
Value$950.4K (+$560.7K)
Filed 2026-10-29
Forza Wealth Management, LLC
INCREASED
Shares33,267 from 27,200
Change+6,067 (+22%)
Value$948.8K (+$293.8K)
Filed 2026-10-20
Procyon Advisors, LLC
DECREASED
Shares33,179 from 55,347
Change-22,168 (-40%)
Value$946.3K (-$386.5K)
Filed 2026-10-21
Chiron Capital Management, LLC
DECREASED
Shares33,164 from 67,214
Change-34,050 (-51%)
Value$945.8K (-$672.7K)
Filed 2026-10-15
Texas Bank & Trust Co
INCREASED
Shares32,949 from 32,803
Change+146 (+0%)
Value$939.7K (+$149.8K)
Filed 2026-11-04
Alpine Bank Wealth Management
INCREASED
Shares32,926 from 32,082
Change+844 (+3%)
Value$939.0K (+$166.5K)
Filed 2026-10-16
CX Institutional
INCREASED
Shares32,843 from 27,825
Change+5,018 (+18%)
Value$937 (+$267)
Filed 2026-10-02
AdvisorNet Financial, Inc
INCREASED
Shares32,811 from 32,018
Change+793 (+2%)
Value$958.4K (+$187.4K)
Filed 2026-10-15
Rose Capital Advisors LLC
DECREASED
Shares32,688 from 37,580
Change-4,892 (-13%)
Value$932.3K (+$27.4K)
Filed 2026-11-04
Tritonpoint Wealth, LLC
INCREASED
Shares32,461 from 28,412
Change+4,049 (+14%)
Value$925.8K (+$241.6K)
Filed 2026-10-19
Avestar Capital, LLC
DECREASED
Shares32,345 from 34,785
Change-2,440 (-7%)
Value$922.5K (+$84.8K)
Filed 2026-10-28
Marino, Stram & Associates LLC
INCREASED
Shares32,309 from 31,798
Change+511 (+2%)
Value$921.5K (+$155.8K)
Filed 2026-10-22
Ironwood Financial, llc
INCREASED
Shares32,301 from 32,253
Change+48 (+0%)
Value$921.2K (+$131.7K)
Filed 2026-10-20
Post Resch Tallon Group Inc.
INCREASED
Shares32,293 from 30,542
Change+1,751 (+6%)
Value$921.0K (+$185.5K)
Filed 2026-10-09
Wright Investors Service Inc
DECREASED
Shares32,214 from 33,944
Change-1,730 (-5%)
Value$918.7K (+$101.4K)
Filed 2026-11-02
Wynn Capital, LLC
INCREASED
Shares32,109 from 31,704
Change+405 (+1%)
Value$915.7K (+$152.3K)
Filed 2026-10-13
Oslo Pensjonsforsikring AS
DECREASED
Shares31,936 from 33,840
Change-1,904 (-6%)
Value$910.8K (+$95.9K)
Filed 2026-10-15
First City Capital Management, Inc.
DECREASED
Shares31,878 from 35,814
Change-3,936 (-11%)
Value$909.2K (+$46.8K)
Filed 2026-10-27
Magnus Financial Group LLC
INCREASED
Shares31,786 from 31,451
Change+335 (+1%)
Value$906.5K (+$149.2K)
Filed 2026-10-21
Alliance Private Wealth, LLC
DECREASED
Shares31,772 from 35,965
Change-4,193 (-12%)
Value$906.1K (+$40.1K)
Filed 2026-10-20
Key Client Fiduciary Advisors, LLC
INCREASED
Shares31,701 from 31,030
Change+671 (+2%)
Value$904.1K (+$156.9K)
Filed 2026-10-19
Bedel Financial Consulting, Inc.
INCREASED
Shares31,628 from 31,588
Change+40 (+0%)
Value$902.0K (+$141.4K)
Filed 2026-11-06
Elevated Private Wealth, LLC
DECREASED
Shares31,529 from 35,087
Change-3,558 (-10%)
Value$899.2K (+$54.3K)
Filed 2026-10-15
Foster Group, Inc.
DECREASED
Shares31,503 from 31,672
Change-169 (-1%)
Value$898.5K (+$135.8K)
Filed 2026-10-13
Murphy, Middleton, Hinkle & Parker, Inc.
DECREASED
Shares31,484 from 33,101
Change-1,617 (-5%)
Value$897.9K (+$100.9K)
Filed 2026-10-15
Cassaday & Co Wealth Management LLC
INCREASED
Shares31,455 from 29,619
Change+1,836 (+6%)
Value$897.1K (+$183.9K)
Filed 2026-10-27
Landmark Wealth Management, LLC
UNCHANGED
Shares31,328 from 31,328
Change0 (0%)
Value$893.5K (+$139.1K)
Filed 2026-11-03
St. Johns Investment Management Company, LLC
INCREASED
Shares31,291 from 30,953
Change+338 (+1%)
Value$892.4K (+$147.1K)
Filed 2026-10-30
Canopy Partners, LLC
DECREASED
Shares31,017 from 36,141
Change-5,124 (-14%)
Value$884.6K (+$14.3K)
Filed 2026-10-28
Arvest Investments, Inc.
DECREASED
Shares30,995 from 31,383
Change-388 (-1%)
Value$884.0K (+$128.3K)
Filed 2026-10-21
Greenfield Savings Bank
DECREASED
Shares30,965 from 31,225
Change-260 (-1%)
Value$883.1K (+$131.2K)
Filed 2026-10-07
Hudock, Inc.
DECREASED
Shares30,953 from 33,067
Change-2,114 (-6%)
Value$882.8K (+$86.5K)
Filed 2026-10-14
Strategic Blueprint, LLC
INCREASED
Shares30,874 from 30,778
Change+96 (+0%)
Value$880.5K (+$139.4K)
Filed 2026-10-22
Luken Investment Analytics, LLC
UNCHANGED
Shares30,850 from 30,850
Change0 (0%)
Value$879.8K (+$137.0K)
Filed 2026-11-06
Revisor Wealth Management LLC
INCREASED
Shares30,635 from 30,193
Change+442 (+1%)
Value$891.6K (+$164.6K)
Filed 2026-10-20
Manchester Capital Management LLC
DECREASED
Shares30,535 from 33,216
Change-2,681 (-8%)
Value$870.9K (+$71.0K)
Filed 2026-10-22
Investment Research Partners LLC
INCREASED
Shares30,507 from 22,747
Change+7,760 (+34%)
Value$870.1K (+$322.3K)
Filed 2026-10-19
Moody Lynn Lieberson & Walker, LLC
DECREASED
Shares30,451 from 30,466
Change-15 (0%)
Value$868.5K (+$134.8K)
Filed 2026-10-14
Thoroughbred Financial Services, LLC
DECREASED
Shares30,375 from 32,333
Change-1,958 (-6%)
Value$866 (-$777.1K)
Filed 2026-11-09
Highland Capital Management, LLC
DECREASED
Shares30,319 from 31,277
Change-958 (-3%)
Value$864.7K (+$111.5K)
Filed 2026-10-26
denkapparat Operations GmbH
UNCHANGED
Shares30,156 from 30,156
Change0 (0%)
Value$860.0K (+$133.9K)
Filed 2026-11-09
TCV Trust & Wealth Management, Inc.
INCREASED
Shares30,113 from 29,433
Change+680 (+2%)
Value$858.8K (+$150.1K)
Filed 2026-10-16
Lavelle Capital LP
UNCHANGED
Shares30,000 from 30,000
Change0 (0%)
Value$855.6K (+$133.2K)
Filed 2026-11-03
Ferguson Wellman Capital Management, Inc
DECREASED
Shares29,974 from 31,793
Change-1,819 (-6%)
Value$854.9K (+$89.3K)
Filed 2026-10-05
McAdam, LLC
INCREASED
Shares29,965 from 27,456
Change+2,509 (+9%)
Value$854.6K (+$193.5K)
Filed 2026-10-21
Woodward Diversified Capital, LLC
DECREASED
Shares29,846 from 31,933
Change-2,087 (-7%)
Value$851.2K (+$82.3K)
Filed 2026-10-21
SevenBridge Financial Group, LLC
DECREASED
Shares29,744 from 30,831
Change-1,087 (-4%)
Value$895.6K (+$70.6K)
Filed 2026-10-26
Hanson & Doremus Investment Management
DECREASED
Shares29,573 from 35,388
Change-5,815 (-16%)
Value$843 (-$851.2K)
Filed 2026-10-16
Balboa Wealth Partners
INCREASED
Shares29,558 from 26,316
Change+3,242 (+12%)
Value$843.0K (+$209.3K)
Filed 2026-10-20
Kelleher Financial Advisors
DECREASED
Shares29,536 from 51,109
Change-21,573 (-42%)
Value$842.4K (-$388.4K)
Filed 2026-10-30
Partnership Wealth Management, LLC
DECREASED
Shares29,452 from 29,614
Change-162 (-1%)
Value$840.0K (+$126.9K)
Filed 2026-10-05
Lionshead Wealth Management, LLC
INCREASED
Shares29,409 from 29,172
Change+237 (+1%)
Value$838.7K (+$136.3K)
Filed 2026-10-21
Aries Wealth Management
UNCHANGED
Shares29,237 from 29,237
Change0 (0%)
Value$833.8K (+$129.8K)
Filed 2026-10-23
United Community Bank
INCREASED
Shares29,155 from 26,883
Change+2,272 (+8%)
Value$831.5K (+$184.2K)
Filed 2026-10-28
Burns J W & Co Inc
INCREASED
Shares29,050 from 29,042
Change+8 (+0%)
Value$828.5K (+$129.2K)
Filed 2026-10-20
Reik & Co., LLC
UNCHANGED
Shares28,993 from 28,993
Change0 (0%)
Value$826.9K (+$128.7K)
Filed 2026-10-27
BLB&B Advisors, LLC
INCREASED
Shares28,986 from 28,479
Change+507 (+2%)
Value$826.7K (+$140.9K)
Filed 2026-10-27
IFG Advisory, LLC
DECREASED
Shares28,963 from 39,164
Change-10,201 (-26%)
Value$826.0K (-$117.1K)
Filed 2026-11-09
Thrive Wealth Management, LLC
INCREASED
Shares28,892 from 28,655
Change+237 (+1%)
Value$824.0K (+$134.0K)
Filed 2026-10-13
Ridgewood Investments LLC
DECREASED
Shares28,873 from 34,171
Change-5,298 (-15%)
Value$823.5K (+$620)
Filed 2026-10-05
Mccarter Private Wealth Services LLC
INCREASED
Shares28,702 from 28,698
Change+4 (+0%)
Value$818.6K (+$127.5K)
Filed 2026-10-22
Moss Adams Wealth Advisors LLC
DECREASED
Shares28,549 from 28,570
Change-21 (0%)
Value$814.2K (+$126.2K)
Filed 2026-10-28
Diversified Enterprises, LLC
DECREASED
Shares28,516 from 31,160
Change-2,644 (-8%)
Value$813.3K (+$62.9K)
Filed 2026-10-19
Gerald Baker Financial Group LLC
INCREASED
Shares28,444 from 26,461
Change+1,983 (+7%)
Value$811.2K (+$174.0K)
Filed 2026-10-09
Riversedge Advisors, LLC
INCREASED
Shares28,400 from 11,220
Change+17,180 (+153%)
Value$810.0K (+$539.8K)
Filed 2026-10-09
Fortis Capital Advisors, LLC
INCREASED
Shares28,366 from 21,511
Change+6,855 (+32%)
Value$809.0K (+$291.0K)
Filed 2026-11-09
TSG Advice Partners, LLC
NEW
Shares28,324
Change+28,324
Value$682.0K
Filed 2026-10-29
Wealth Advisory Solutions, LLC
INCREASED
Shares28,320 from 27,318
Change+1,002 (+4%)
Value$807.7K (+$149.9K)
Filed 2026-10-20
Cornell Pochily Investment Advisors, Inc.
INCREASED
Shares28,288 from 28,268
Change+20 (+0%)
Value$806.8K (+$126.1K)
Filed 2026-10-19
Northcape Wealth Management, LLC
INCREASED
Shares28,147 from 27,196
Change+951 (+4%)
Value$802.7K (+$147.9K)
Filed 2026-11-04
Legacy Bridge, LLC
DECREASED
Shares28,145 from 31,979
Change-3,834 (-12%)
Value$802.7K (+$32.6K)
Filed 2026-10-28
Family Capital Management, Inc.
DECREASED
Shares28,055 from 28,226
Change-171 (-1%)
Value$800.1K (+$120.4K)
Filed 2026-11-03
City State Bank
DECREASED
Shares28,020 from 29,095
Change-1,075 (-4%)
Value$799.1K (+$98.5K)
Filed 2026-10-20
Retirement Planning Co of New England, Inc.
DECREASED
Shares28,010 from 28,045
Change-35 (0%)
Value$798.9K (+$123.5K)
Filed 2026-10-15
Mitchell Sinkler & Starr
UNCHANGED
Shares27,742 from 27,742
Change0 (0%)
Value$791.2K (+$123.2K)
Filed 2026-10-13
Compass Ion Advisors, LLC
INCREASED
Shares27,719 from 25,488
Change+2,231 (+9%)
Value$790.5K (+$176.8K)
Filed 2026-10-23
DB&C Advisors, LLC
DECREASED
Shares27,616 from 31,267
Change-3,651 (-12%)
Value$787.6K (+$34.7K)
Filed 2026-10-26
Meridian Financial Partners LLC
DECREASED
Shares27,597 from 32,642
Change-5,045 (-15%)
Value$812.5K (+$2.3K)
Filed 2026-10-23
TSP Capital Management Group, LLC
UNCHANGED
Shares27,500 from 27,500
Change0 (0%)
Value$784.3K (+$122.1K)
Filed 2026-10-15
Rayburn West Financial Services LLC
DECREASED
Shares27,447 from 46,742
Change-19,295 (-41%)
Value$782.8K (-$342.8K)
Filed 2026-11-03
Code Waechter LLC
DECREASED
Shares27,421 from 27,966
Change-545 (-2%)
Value$782.0K (+$108.6K)
Filed 2026-10-23
Tarbox Family Office, Inc.
UNCHANGED
Shares27,390 from 27,390
Change0 (0%)
Value$781.2K (+$121.6K)
Filed 2026-10-23
Fiduciary Family Office, LLC
DECREASED
Shares27,343 from 27,679
Change-336 (-1%)
Value$779.8K (+$113.3K)
Filed 2026-11-04
Sapient Capital LLC
DECREASED
Shares27,179 from 427,068
Change-399,889 (-94%)
Value$775.1K (-$9.5M)
Filed 2026-10-08
City Holding Co
DECREASED
Shares27,122 from 35,409
Change-8,287 (-23%)
Value$773.5K (-$78.8K)
Filed 2026-10-19
Samalin Investment Counsel, LLC
INCREASED
Shares27,039 from 25,787
Change+1,252 (+5%)
Value$771.1K (+$150.2K)
Filed 2026-10-23
Texas Capital Bank Wealth Management Services Inc
INCREASED
Shares26,941 from 23,162
Change+3,779 (+16%)
Value$768.4K (+$210.6K)
Filed 2026-11-09
Sentry LLC
DECREASED
Shares26,935 from 28,013
Change-1,078 (-4%)
Value$768.2K (+$93.6K)
Filed 2026-10-30
Wiregrass Investment Management LLC
INCREASED
Shares26,771 from 26,759
Change+12 (+0%)
Value$763.5K (+$119.2K)
Filed 2026-11-05
Montecito Bank & Trust
DECREASED
Shares26,736 from 26,984
Change-248 (-1%)
Value$762.5K (+$112.7K)
Filed 2026-10-01
SYM Financial Corp
INCREASED
Shares26,713 from 16,120
Change+10,593 (+66%)
Value$761.8K (+$373.7K)
Filed 2026-10-26
Sanders Morris Harris LLC
INCREASED
Shares26,652 from 17,749
Change+8,903 (+50%)
Value$763.1K (+$335.7K)
Filed 2026-10-14
Inscription Capital, LLC
DECREASED
Shares26,640 from 31,586
Change-4,946 (-16%)
Value$759.8K (-$831)
Filed 2026-11-02
Chatham Capital Group, Inc.
DECREASED
Shares26,541 from 28,651
Change-2,110 (-7%)
Value$757.0K (+$67.0K)
Filed 2026-10-16
Tortuga Wealth Management, Inc
INCREASED
Shares26,537 from 25,466
Change+1,071 (+4%)
Value$756.9K (+$143.7K)
Filed 2026-10-27
Byrne Asset Management LLC
DECREASED
Shares26,373 from 26,848
Change-475 (-2%)
Value$741.6K (+$95.1K)
Filed 2026-10-06
Elco Management Co., LLC
INCREASED
Shares26,285 from 26,129
Change+156 (+1%)
Value$749.6K (+$120.5K)
Filed 2026-10-14
Kavar Capital Partners Group, LLC
INCREASED
Shares26,282 from 25,497
Change+785 (+3%)
Value$749.6K (+$135.6K)
Filed 2026-11-06
CV Advisors LLC
UNCHANGED
Shares26,200 from 26,200
Change0 (0%)
Value$747.2K (+$116.3K)
Filed 2026-10-13
Laurel Wealth Advisors LLC
DECREASED
Shares26,192 from 33,494
Change-7,302 (-22%)
Value$747.0K (-$59.5K)
Filed 2026-10-27
Silver OAK Securities, Incorporated
INCREASED
Shares26,122 from 16,359
Change+9,763 (+60%)
Value$767.7K (+$373.8K)
Filed 2026-11-09
Mather Group, Llc.
DECREASED
Shares26,049 from 31,616
Change-5,567 (-18%)
Value$742.9K (-$18.4K)
Filed 2026-10-14
BCS Wealth Management
DECREASED
Shares25,995 from 26,000
Change-5 (0%)
Value$741.4K (+$115.3K)
Filed 2026-11-03
Cherry Creek Investment Advisors, Inc.
INCREASED
Shares25,979 from 24,153
Change+1,826 (+8%)
Value$740.9K (+$159.3K)
Filed 2026-10-14
Telos Capital Management, Inc.
DECREASED
Shares25,832 from 25,954
Change-122 (0%)
Value$736.7K (+$111.8K)
Filed 2026-11-02
Symphony Financial Services, Inc.
INCREASED
Shares25,702 from 25,029
Change+673 (+3%)
Value$733.0K (+$130.3K)
Filed 2026-11-09
First Financial Bankshares Inc
DECREASED
Shares25,695 from 438,847
Change-413,152 (-94%)
Value$732.8K (-$9.8M)
Filed 2026-11-10
Root Financial Partners, LLC
INCREASED
Shares25,670 from 12,637
Change+13,033 (+103%)
Value$732.1K (+$427.8K)
Filed 2026-10-21
Virtus Advisers, LLC
DECREASED
Shares25,660 from 25,991
Change-331 (-1%)
Value$731.8K (+$106.0K)
Filed 2026-11-09
Violich Capital Management, Inc.
DECREASED
Shares25,650 from 26,350
Change-700 (-3%)
Value$731.5K (+$97.0K)
Filed 2026-10-05
Addison Capital Co
DECREASED
Shares25,507 from 25,956
Change-449 (-2%)
Value$727.5K (+$102.4K)
Filed 2026-11-09
Tempus Wealth Planning, LLC
DECREASED
Shares25,456 from 48,325
Change-22,869 (-47%)
Value$726.0K (-$437.6K)
Filed 2026-10-14
Mcrae Capital Management Inc
UNCHANGED
Shares25,451 from 25,451
Change0 (0%)
Value$725.9K (+$113.0K)
Filed 2026-10-15
Hoxton Planning & Management, LLC
DECREASED
Shares25,423 from 26,907
Change-1,484 (-6%)
Value$725.1K (+$77.1K)
Filed 2026-10-15
Stillwater Wealth Management Group
DECREASED
Shares25,395 from 26,775
Change-1,380 (-5%)
Value$724.3K (+$79.5K)
Filed 2026-10-21
Signature Estate & Investment Advisors LLC
DECREASED
Shares25,388 from 38,803
Change-13,415 (-35%)
Value$724.1K (-$210.4K)
Filed 2026-10-13
Great Waters Wealth Management
INCREASED
Shares25,381 from 25,379
Change+2 (+0%)
Value$723.9K (+$112.8K)
Filed 2026-10-07
Castleview Partners, LLC
INCREASED
Shares25,362 from 21,400
Change+3,962 (+19%)
Value$723.3K (+$208.0K)
Filed 2026-10-09
Grey Ledge Advisors, LLC
DECREASED
Shares25,304 from 29,199
Change-3,895 (-13%)
Value$721.7K (+$18.6K)
Filed 2026-11-02
Wealth Dimensions Group, Ltd.
DECREASED
Shares25,127 from 25,257
Change-130 (-1%)
Value$716.6K (+$108.4K)
Filed 2026-11-02
Delta Financial Advisors LLC
DECREASED
Shares25,026 from 25,454
Change-428 (-2%)
Value$713.7K (+$100.8K)
Filed 2026-10-27
Paragon Capital Management Ltd
INCREASED
Shares25,003 from 24,865
Change+138 (+1%)
Value$713.1K (+$114.3K)
Filed 2026-10-09
Quattro Financial Advisors LLC
UNCHANGED
Shares25,000 from 25,000
Change0 (0%)
Value$713.0K (+$111.0K)
Filed 2026-10-15
Intesa Sanpaolo Wealth Management
DECREASED
Shares24,902 from 122,202
Change-97,300 (-80%)
Value$710.2K (-$2.2M)
Filed 2026-10-28
Ridgecrest Wealth Partners, LLC
INCREASED
Shares24,738 from 24,537
Change+201 (+1%)
Value$705.5K (+$114.7K)
Filed 2026-10-19
Aviso Wealth Management
DECREASED
Shares24,713 from 29,775
Change-5,062 (-17%)
Value$704.8K (-$12.2K)
Filed 2026-11-04
Almanack Investment Partners, Llc.
DECREASED
Shares24,674 from 25,225
Change-551 (-2%)
Value$703.7K (+$96.3K)
Filed 2026-11-03
Harvey Investment Co LLC
UNCHANGED
Shares24,657 from 24,657
Change0 (0%)
Value$703 (-$593.3K)
Filed 2026-10-20
Adirondack Trust Co
INCREASED
Shares24,579 from 23,149
Change+1,430 (+6%)
Value$701.0K (+$143.8K)
Filed 2026-10-14
Aaron Wealth Advisors LLC
DECREASED
Shares24,573 from 32,183
Change-7,610 (-24%)
Value$700.8K (-$74.1K)
Filed 2026-10-13
BIP Wealth, LLC
DECREASED
Shares24,516 from 25,514
Change-998 (-4%)
Value$699.2K (+$84.8K)
Filed 2026-10-22
Gagnon Securities LLC
INCREASED
Shares24,502 from 23,346
Change+1,156 (+5%)
Value$698.8K (+$136.6K)
Filed 2026-11-05
Quadcap Wealth Management, LLC
DECREASED
Shares24,486 from 24,984
Change-498 (-2%)
Value$698.3K (+$96.7K)
Filed 2026-11-02
Towne Trust Company, N.a
DECREASED
Shares24,455 from 32,276
Change-7,821 (-24%)
Value$697.5K (-$79.7K)
Filed 2026-10-28
Duncker Streett & Co Inc
DECREASED
Shares24,344 from 24,821
Change-477 (-2%)
Value$694.3K (+$96.6K)
Filed 2026-10-27
TT Capital Management LLC
DECREASED
Shares24,300 from 27,855
Change-3,555 (-13%)
Value$693.0K (+$22.3K)
Filed 2026-10-15
Rossby Financial, LCC
INCREASED
Shares24,146 from 11,140
Change+13,006 (+117%)
Value$688.6K (+$420.4K)
Filed 2026-11-05
Colorado Capital Management, Inc.
INCREASED
Shares24,122 from 23,676
Change+446 (+2%)
Value$688 (+$118)
Filed 2026-10-15
Nova Financial LLC
NEW
Shares24,009
Change+24,009
Value$684.7K
Filed 2026-11-04
Hall Laurie J Trustee
UNCHANGED
Shares23,898 from 23,898
Change0 (0%)
Value$681.6K (+$106.1K)
Filed 2026-10-06
Cowa, LLC
INCREASED
Shares23,884 from 23,862
Change+22 (+0%)
Value$681.2K (+$106.6K)
Filed 2026-10-30
Roffman Miller Associates Inc
INCREASED
Shares23,823 from 20,181
Change+3,642 (+18%)
Value$679.4K (+$193.5K)
Filed 2026-10-19
Beacon Investment Advisory Services, Inc.
DECREASED
Shares23,781 from 25,404
Change-1,623 (-6%)
Value$678.2K (+$66.5K)
Filed 2026-10-13
GatePass Capital, LLC
DECREASED
Shares23,780 from 23,985
Change-205 (-1%)
Value$678.2K (+$100.6K)
Filed 2026-11-09
Compass Financial Management LLC
DECREASED
Shares23,722 from 23,884
Change-162 (-1%)
Value$676.6K (+$98.5K)
Filed 2026-10-30
Roman Butler Fullerton & Co
INCREASED
Shares23,616 from 23,293
Change+323 (+1%)
Value$695.3K (+$125.0K)
Filed 2026-10-27
Baldwin Wealth Partners LLC
UNCHANGED
Shares23,579 from 23,579
Change0 (0%)
Value$672.5K (+$104.7K)
Filed 2026-10-13
Everhart Financial Group, Inc.
DECREASED
Shares23,577 from 27,433
Change-3,856 (-14%)
Value$672.4K (+$11.8K)
Filed 2026-10-08
Professional Advisory Services Inc
INCREASED
Shares23,511 from 23,492
Change+19 (+0%)
Value$671 (+$105)
Filed 2026-10-08
FSM Wealth Advisors, LLC
DECREASED
Shares23,484 from 24,073
Change-589 (-2%)
Value$653.3K (+$73.6K)
Filed 2026-10-27
Mogy Joel R Investment Counsel Inc
DECREASED
Shares23,436 from 23,636
Change-200 (-1%)
Value$668.4K (+$99.2K)
Filed 2026-10-13
Central Pacific Bank - Trust Division
DECREASED
Shares23,291 from 23,301
Change-10 (0%)
Value$664.3K (+$103.2K)
Filed 2026-10-06
Dickmeyer Boyce Financial Management, Inc.
DECREASED
Shares23,284 from 24,471
Change-1,187 (-5%)
Value$664.1K (+$74.8K)
Filed 2026-10-08
Abacus Wealth Partners, LLC
DECREASED
Shares23,191 from 26,439
Change-3,248 (-12%)
Value$661.4K (+$24.8K)
Filed 2026-11-03
Traynor Capital Management, Inc.
INCREASED
Shares23,184 from 19,204
Change+3,980 (+21%)
Value$661.2K (+$198.8K)
Filed 2026-10-29
Fruth Investment Management
DECREASED
Shares23,150 from 23,650
Change-500 (-2%)
Value$660 (+$91)
Filed 2026-10-13
Catalyst Financial Partners LLC
DECREASED
Shares23,135 from 25,150
Change-2,015 (-8%)
Value$659.8K (+$54.2K)
Filed 2026-11-06
Stokes Capital Advisors, LLC
INCREASED
Shares23,125 from 22,925
Change+200 (+1%)
Value$659.5K (+$107.5K)
Filed 2026-10-09
Exchange Bank
INCREASED
Shares23,066 from 23,020
Change+46 (+0%)
Value$657.8K (+$103.5K)
Filed 2026-10-07
Traphagen Investment Advisors LLC
INCREASED
Shares23,060 from 22,620
Change+440 (+2%)
Value$657.7K (+$113.0K)
Filed 2026-10-14
First American Bank
DECREASED
Shares22,976 from 23,110
Change-134 (-1%)
Value$655.3K (+$98.8K)
Filed 2026-10-27
Enterprise Financial Services Corp
DECREASED
Shares22,964 from 24,377
Change-1,413 (-6%)
Value$654.9K (+$67.9K)
Filed 2026-11-03
Legacy Trust
DECREASED
Shares22,958 from 25,896
Change-2,938 (-11%)
Value$700.7K (+$77.1K)
Filed 2026-11-06
Laurel OAK Wealth Management, LLC
INCREASED
Shares22,940 from 22,641
Change+299 (+1%)
Value$654.2K (+$109.1K)
Filed 2026-10-19
Silverberg Bernstein Capital Management LLC
DECREASED
Shares22,883 from 23,283
Change-400 (-2%)
Value$652.6K (+$92.0K)
Filed 2026-10-13
Rossmore Private Capital
DECREASED
Shares22,828 from 25,328
Change-2,500 (-10%)
Value$651.1K (+$41.2K)
Filed 2026-10-27
Clearstead Trust, LLC
DECREASED
Shares22,713 from 23,084
Change-371 (-2%)
Value$647.8K (+$91.9K)
Filed 2026-11-06
Hutchinson Capital Management
INCREASED
Shares22,708 from 18,926
Change+3,782 (+20%)
Value$647.6K (+$191.9K)
Filed 2026-11-09
Platform Technology Partners
DECREASED
Shares22,700 from 22,870
Change-170 (-1%)
Value$647.4K (+$96.7K)
Filed 2026-11-02
Oarsman Capital, Inc.
DECREASED
Shares22,690 from 23,471
Change-781 (-3%)
Value$647.1K (+$81.9K)
Filed 2026-11-05
MBM Wealth Consultants, LLC
INCREASED
Shares22,666 from 18,437
Change+4,229 (+23%)
Value$646.4K (+$202.5K)
Filed 2026-10-20
Gilliland Jeter Wealth Management LLC
INCREASED
Shares22,581 from 22,560
Change+21 (+0%)
Value$644.0K (+$100.8K)
Filed 2026-10-28
Childress Capital Advisors, LLC
INCREASED
Shares22,520 from 21,776
Change+744 (+3%)
Value$642.3K (+$117.9K)
Filed 2026-10-28
Ares Financial Consulting, LLC
INCREASED
Shares22,503 from 22,342
Change+161 (+1%)
Value$641.8K (+$103.8K)
Filed 2026-10-19
MBA Advisors LLC
INCREASED
Shares22,482 from 22,463
Change+19 (+0%)
Value$641.2K (+$100.3K)
Filed 2026-10-29
QTR Family Wealth, LLC
INCREASED
Shares22,479 from 17,842
Change+4,637 (+26%)
Value$641.1K (+$211.5K)
Filed 2026-11-02
Allen Mooney & Barnes Investment Advisors LLC
DECREASED
Shares22,308 from 22,543
Change-235 (-1%)
Value$636.2K (+$93.4K)
Filed 2026-10-08
Essex Bank
DECREASED
Shares22,277 from 24,466
Change-2,189 (-9%)
Value$635.3K (+$46.4K)
Filed 2026-10-16
Future Financial Wealth Managment LLC
DECREASED
Shares22,269 from 24,465
Change-2,196 (-9%)
Value$635.1K (+$23.2K)
Filed 2026-10-15
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED
Shares22,133 from 49,841
Change-27,708 (-56%)
Value$631.2K (-$568.9K)
Filed 2026-10-14
Hilltop National Bank
DECREASED
Shares22,133 from 22,328
Change-195 (-1%)
Value$631.2K (+$93.6K)
Filed 2026-10-14
Peoples Bank
INCREASED
Shares22,123 from 21,916
Change+207 (+1%)
Value$630.9K (+$103.2K)
Filed 2026-10-09
International Private Wealth Advisors LLC
INCREASED
Shares22,101 from 21,162
Change+939 (+4%)
Value$630.3K (+$120.7K)
Filed 2026-11-05
Sava Infond d.o.o.
INCREASED
Shares22,100 from 10,050
Change+12,050 (+120%)
Value$630.3K (+$388.3K)
Filed 2026-10-28
Alliance Wealth Advisors, LLC
DECREASED
Shares22,084 from 22,343
Change-259 (-1%)
Value$629.8K (+$91.8K)
Filed 2026-10-14
First County Bank
DECREASED
Shares22,078 from 23,791
Change-1,713 (-7%)
Value$629.7K (+$56.8K)
Filed 2026-10-13
Cornerstone Wealth Group, LLC
INCREASED
Shares22,057 from 20,478
Change+1,579 (+8%)
Value$629.1K (+$136.0K)
Filed 2026-11-02
James Investment Research, Inc.
INCREASED
Shares22,019 from 10,030
Change+11,989 (+120%)
Value$628.0K (+$386.5K)
Filed 2026-10-22
Avail Investment Partners, LLC
INCREASED
Shares21,951 from 15,747
Change+6,204 (+39%)
Value$626.0K (+$246.9K)
Filed 2026-10-16
Fragasso Financial Advisors Inc
DECREASED
Shares21,894 from 22,006
Change-112 (-1%)
Value$619.2K (+$89.2K)
Filed 2026-10-13
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares21,883 from 22,508
Change-625 (-3%)
Value$624.1K (+$82.1K)
Filed 2026-10-27
Sterling Capital Management LLC
DECREASED
Shares21,879 from 33,636
Change-11,757 (-35%)
Value$624.0K (-$186.0K)
Filed 2026-10-22
Abacus Planning Group, Inc.
DECREASED
Shares21,849 from 25,600
Change-3,751 (-15%)
Value$623.1K (+$6.7K)
Filed 2026-11-02
Institute for Wealth Management, Llc.
DECREASED
Shares21,846 from 21,899
Change-53 (0%)
Value$623.0K (+$95.7K)
Filed 2026-11-06
Avior Wealth Management, LLC
DECREASED
Shares21,816 from 27,357
Change-5,541 (-20%)
Value$622.2K (-$36.5K)
Filed 2026-10-13
FCG Investment Co
INCREASED
Shares21,796 from 15,702
Change+6,094 (+39%)
Value$621.6K (+$243.5K)
Filed 2026-10-13
Orca Investment Management, LLC
DECREASED
Shares21,787 from 23,679
Change-1,892 (-8%)
Value$621.4K (+$51.2K)
Filed 2026-10-29
Johnson & White Wealth Management, LLC
DECREASED
Shares21,782 from 21,890
Change-108 (0%)
Value$621.2K (+$94.1K)
Filed 2026-11-03
Able Wealth Management LLC
DECREASED
Shares21,684 from 22,091
Change-407 (-2%)
Value$594.4K (+$95.3K)
Filed 2026-10-13
Middleton & Co Inc
DECREASED
Shares21,658 from 28,658
Change-7,000 (-24%)
Value$617.7K (-$72.4K)
Filed 2026-10-23
Birch Hill Investment Advisors LLC
INCREASED
Shares21,455 from 19,955
Change+1,500 (+8%)
Value$611.9K (+$131.4K)
Filed 2026-10-16
Traub Capital Management LLC
DECREASED
Shares21,447 from 25,792
Change-4,345 (-17%)
Value$611.7K (-$9.4K)
Filed 2026-11-09
KFG Wealth Management, LLC
DECREASED
Shares21,370 from 21,682
Change-312 (-1%)
Value$609.5K (+$87.4K)
Filed 2026-10-16
Focused Alpha, LLC
INCREASED
Shares21,310 from 21,223
Change+87 (+0%)
Value$607.8K (+$96.7K)
Filed 2026-10-20
Granite FO LLC
UNCHANGED
Shares21,303 from 21,303
Change0 (0%)
Value$607.6K (+$94.6K)
Filed 2026-10-14
D'Orazio & Associates, Inc.
DECREASED
Shares21,235 from 24,083
Change-2,848 (-12%)
Value$605.6K (+$25.7K)
Filed 2026-11-04
Fortem Financial Group, LLC
DECREASED
Shares21,207 from 21,388
Change-181 (-1%)
Value$604.8K (+$89.8K)
Filed 2026-10-20
Victory Financial Group, LLC
INCREASED
Shares21,129 from 15,030
Change+6,099 (+41%)
Value$602.6K (+$240.7K)
Filed 2026-10-27
Pinnacle Bancorp, Inc.
DECREASED
Shares21,078 from 21,473
Change-395 (-2%)
Value$601.1K (+$84.1K)
Filed 2026-10-21
Greenspring Advisors, LLC
NEW
Shares21,032
Change+21,032
Value$599.9K
Filed 2026-11-05
Uptick Partners, LLC
DECREASED
Shares21,003 from 40,712
Change-19,709 (-48%)
Value$599.0K (-$381.3K)
Filed 2026-11-04
Blueprint Investment Partners LLC
INCREASED
Shares20,958 from 10,259
Change+10,699 (+104%)
Value$597.7K (+$350.7K)
Filed 2026-10-28
PW Nova Financial Services LLC
INCREASED
Shares20,943 from 18,673
Change+2,270 (+12%)
Value$597.3K (+$147.7K)
Filed 2026-10-15
Murphy & Mullick Capital Management Corp
INCREASED
Shares20,934 from 19,904
Change+1,030 (+5%)
Value$597.0K (+$144.3K)
Filed 2026-11-02
Sunpointe, LLC
DECREASED
Shares20,860 from 38,069
Change-17,209 (-45%)
Value$594.9K (-$321.8K)
Filed 2026-10-22
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares20,859 from 19,574
Change+1,285 (+7%)
Value$594.9K (+$123.6K)
Filed 2026-10-29
Bank Hapoalim BM
DECREASED
Shares20,845 from 109,145
Change-88,300 (-81%)
Value$594 (-$2.6M)
Filed 2026-11-10
Wetzel Investment Advisors, Inc.
INCREASED
Shares20,772 from 19,402
Change+1,370 (+7%)
Value$592.4K (+$125.2K)
Filed 2026-10-13
Roof Eidam Maycock Peralta, LLC
DECREASED
Shares20,709 from 23,207
Change-2,498 (-11%)
Value$590.6K (+$31.8K)
Filed 2026-10-15
Facet Wealth, Inc.
INCREASED
Shares20,470 from 16,866
Change+3,604 (+21%)
Value$583.8K (+$177.7K)
Filed 2026-11-04
American National Bank & Trust
DECREASED
Shares20,432 from 22,270
Change-1,838 (-8%)
Value$582.7K (+$46.5K)
Filed 2026-10-07
Heritage Wealth Management, Inc.
DECREASED
Shares20,425 from 20,775
Change-350 (-2%)
Value$582.5K (+$82.3K)
Filed 2026-10-28
Elemental Capital Partners LLC
UNCHANGED
Shares20,310 from 20,310
Change0 (0%)
Value$579.2K (+$90.2K)
Filed 2026-10-14
Southern Financial Group, LLC
DECREASED
Shares20,307 from 21,665
Change-1,358 (-6%)
Value$579.2K (+$57.5K)
Filed 2026-10-30
Oakmont Investment Advisors, Inc.
INCREASED
Shares20,304 from 19,961
Change+343 (+2%)
Value$579.1K (+$98.4K)
Filed 2026-10-21
Axiom Investment Management LLC
DECREASED
Shares20,261 from 86,053
Change-65,792 (-76%)
Value$577.8K (-$1.5M)
Filed 2026-11-03
Bahl & Gaynor LLC
DECREASED
Shares20,210 from 20,743
Change-533 (-3%)
Value$576.4K (+$76.9K)
Filed 2026-11-05
Mechanics Financial Corp
DECREASED
Shares20,197 from 20,403
Change-206 (-1%)
Value$576.0K (+$84.7K)
Filed 2026-11-05
Hendershot Investments Inc.
DECREASED
Shares20,137 from 20,504
Change-367 (-2%)
Value$574.3K (+$80.6K)
Filed 2026-11-05
Benin Management Corp
DECREASED
Shares20,124 from 23,624
Change-3,500 (-15%)
Value$573.9K (+$5.1K)
Filed 2026-10-22
Elyxium Wealth, LLC
DECREASED
Shares20,025 from 20,580
Change-555 (-3%)
Value$571.1K (+$75.5K)
Filed 2026-10-27
GC Wealth Management RIA, LLC
INCREASED
Shares19,892 from 13,942
Change+5,950 (+43%)
Value$567.3K (+$231.6K)
Filed 2026-11-02
Asset Dedication, LLC
DECREASED
Shares19,880 from 19,966
Change-86 (0%)
Value$567.0K (+$86.2K)
Filed 2026-11-03
First Bancorp, Inc
DECREASED
Shares19,879 from 20,600
Change-721 (-3%)
Value$566.9K (+$70.9K)
Filed 2026-10-26
Archford Capital Strategies, LLC
INCREASED
Shares19,842 from 18,376
Change+1,466 (+8%)
Value$565.9K (+$123.4K)
Filed 2026-10-19
Warner Financial, Inc
INCREASED
Shares19,730 from 19,719
Change+11 (+0%)
Value$562.7K (+$87.9K)
Filed 2026-11-06
Jmac Enterprises LLC
DECREASED
Shares19,652 from 27,652
Change-8,000 (-29%)
Value$560.5K (-$105.4K)
Filed 2026-10-30
Connecticut Wealth Management, LLC
NEW
Shares19,627
Change+19,627
Value$559.8K
Filed 2026-10-13
Trust Co of the South
UNCHANGED
Shares19,627 from 19,627
Change0 (0%)
Value$559.8K (+$87.1K)
Filed 2026-10-21
Palacios Wealth Management, LLC
DECREASED
Shares19,569 from 20,078
Change-509 (-3%)
Value$558.1K (+$74.6K)
Filed 2026-11-04
CMH Wealth Management LLC
DECREASED
Shares19,554 from 56,014
Change-36,460 (-65%)
Value$557.7K (-$791.1K)
Filed 2026-10-22
McGlone Suttner Wealth Management, Inc.
INCREASED
Shares19,486 from 18,823
Change+663 (+4%)
Value$555.7K (+$102.5K)
Filed 2026-10-13
Winch Advisory Services, LLC
INCREASED
Shares19,445 from 17,345
Change+2,100 (+12%)
Value$554.6K (+$136.9K)
Filed 2026-11-06
Secure Asset Management, LLC
DECREASED
Shares19,419 from 20,505
Change-1,086 (-5%)
Value$553.8K (+$60.1K)
Filed 2026-10-19
NIA Impact Advisors, LLC
INCREASED
Shares19,367 from 15,005
Change+4,362 (+29%)
Value$552.4K (+$191.0K)
Filed 2026-11-04
King Wealth Management Group
DECREASED
Shares19,357 from 19,427
Change-70 (0%)
Value$552 (-$467.4K)
Filed 2026-11-09
RFG - Bristol Wealth Advisors, LLC
INCREASED
Shares19,340 from 19,333
Change+7 (+0%)
Value$551.6K (+$86.0K)
Filed 2026-10-09
Tower Trust & Investment Co
INCREASED
Shares19,322 from 18,965
Change+357 (+2%)
Value$551.0K (+$94.6K)
Filed 2026-10-28
CMG Global Holdings, LLC
DECREASED
Shares19,317 from 19,917
Change-600 (-3%)
Value$550.9K (+$71.3K)
Filed 2026-10-14
Prevail Innovative Wealth Advisors, LLC
NEW
Shares19,291
Change+19,291
Value$540.1K
Filed 2026-10-20
Ti-Trust, Inc
INCREASED
Shares19,246 from 19,182
Change+64 (+0%)
Value$548.9K (+$87.0K)
Filed 2026-10-21
Bucket List Wealth Management, LLC
DECREASED
Shares19,224 from 19,535
Change-311 (-2%)
Value$548.3K (+$77.9K)
Filed 2026-10-22
Spectrum Asset Management, Inc. (NB )
INCREASED
Shares19,163 from 18,885
Change+278 (+1%)
Value$546.5K (+$91.8K)
Filed 2026-10-19
SeaBridge Investment Advisors LLC
NEW
Shares19,112
Change+19,112
Value$545.1K
Filed 2026-11-02
Quent Capital, LLC
INCREASED
Shares19,095 from 15,327
Change+3,768 (+25%)
Value$561.3K (+$192.2K)
Filed 2026-11-09
Park Edge Advisors, LLC
DECREASED
Shares19,060 from 20,416
Change-1,356 (-7%)
Value$543.6K (+$52.0K)
Filed 2026-10-28
Virtue Capital Management, LLC
INCREASED
Shares19,053 from 18,343
Change+710 (+4%)
Value$543.4K (+$101.7K)
Filed 2026-10-29
Bridgewealth Advisory Group, LLC
INCREASED
Shares19,020 from 18,158
Change+862 (+5%)
Value$542.4K (+$105.2K)
Filed 2026-11-09
Keudell ison Wealth Management
DECREASED
Shares18,969 from 21,987
Change-3,018 (-14%)
Value$541.0K (+$11.5K)
Filed 2026-10-16
Benchmark Financial Wealth Advisors, LLC
INCREASED
Shares18,852 from 14,858
Change+3,994 (+27%)
Value$537.7K (+$179.9K)
Filed 2026-10-20
Summit Asset Management, LLC
DECREASED
Shares18,812 from 18,916
Change-104 (-1%)
Value$536.5K (+$81.0K)
Filed 2026-11-05
Oliver Luxxe Assets LLC
UNCHANGED
Shares18,762 from 18,762
Change0 (0%)
Value$535.1K (+$83.3K)
Filed 2026-10-14
XXI Wealth, LLC
DECREASED
Shares18,708 from 26,134
Change-7,426 (-28%)
Value$533.6K (-$95.8K)
Filed 2026-10-22
Bingham Private Wealth, LLC
DECREASED
Shares18,683 from 18,802
Change-119 (-1%)
Value$532.8K (+$80.1K)
Filed 2026-11-05
Cypress Wealth Services, LLC
DECREASED
Shares18,546 from 19,074
Change-528 (-3%)
Value$510.0K (+$50.7K)
Filed 2026-10-21
Douglas Lane & Associates, LLC
DECREASED
Shares18,504 from 24,170
Change-5,666 (-23%)
Value$527.7K (-$54.3K)
Filed 2026-10-09
Bond & Devick Financial Network, Inc.
INCREASED
Shares18,464 from 18,088
Change+376 (+2%)
Value$526.6K (+$91.0K)
Filed 2026-10-23
ZWJ Investment Counsel Inc
DECREASED
Shares18,457 from 20,732
Change-2,275 (-11%)
Value$526.4K (+$27.2K)
Filed 2026-10-15
Strategic Advisors LLC
UNCHANGED
Shares18,216 from 18,216
Change0 (0%)
Value$519.5K (+$80.9K)
Filed 2026-10-13
Kelly Financial Group LLC
INCREASED
Shares18,199 from 18,133
Change+66 (+0%)
Value$519.1K (+$82.4K)
Filed 2026-10-16
PUREfi Wealth, LLC
DECREASED
Shares18,194 from 20,358
Change-2,164 (-11%)
Value$518.9K (+$28.7K)
Filed 2026-10-19
Financial Solutions Advisory Group, Inc.
DECREASED
Shares18,051 from 20,889
Change-2,838 (-14%)
Value$533.9K (+$27.4K)
Filed 2026-10-28
Allegiance Financial Group Advisory Services LLC
NEW
Shares18,030
Change+18,030
Value$514.2K
Filed 2026-11-02
Central Bank & Trust Co
INCREASED
Shares17,885 from 17,698
Change+187 (+1%)
Value$510.1K (+$83.9K)
Filed 2026-10-09
Washington Trust Bank
INCREASED
Shares17,843 from 16,728
Change+1,115 (+7%)
Value$508.9K (+$106.1K)
Filed 2026-11-03
M. Kraus & Co
UNCHANGED
Shares17,839 from 17,839
Change0 (0%)
Value$508.8K (+$79.2K)
Filed 2026-10-20
Garton & Associates Financial Advisors LLC
INCREASED
Shares17,752 from 17,732
Change+20 (+0%)
Value$506.3K (+$79.3K)
Filed 2026-10-30
Miller Financial Services LLC
DECREASED
Shares17,691 from 17,891
Change-200 (-1%)
Value$504.5K (+$73.7K)
Filed 2026-10-20
Krane Funds Advisors LLC
DECREASED
Shares17,668 from 20,501
Change-2,833 (-14%)
Value$503.9K (+$10.2K)
Filed 2026-11-09
Asset One Wealth Management LLC
NEW
Shares17,661
Change+17,661
Value$503.7K
Filed 2026-11-02
Cullen Investment Group, Ltd.
INCREASED
Shares17,568 from 15,768
Change+1,800 (+11%)
Value$498.9K (+$119.2K)
Filed 2026-10-13
Forbes J M & Co LLP
INCREASED
Shares17,533 from 17,312
Change+221 (+1%)
Value$500.0K (+$83.2K)
Filed 2026-10-16
Montgomery Investment Management Inc
UNCHANGED
Shares17,470 from 17,470
Change0 (0%)
Value$498.2K (+$77.6K)
Filed 2026-10-26
Creative Financial Designs Inc
INCREASED
Shares17,336 from 14,841
Change+2,495 (+17%)
Value$494.4K (+$137.1K)
Filed 2026-11-04
Charles Schwab Trust Co
INCREASED
Shares17,325 from 16,129
Change+1,196 (+7%)
Value$494.1K (+$105.7K)
Filed 2026-10-15
Lantern Wealth Advisors, LLC
INCREASED
Shares17,312 from 17,273
Change+39 (+0%)
Value$493.7K (+$77.8K)
Filed 2026-10-22
Spire Wealth Management
DECREASED
Shares17,276 from 18,451
Change-1,175 (-6%)
Value$492.7K (+$48.4K)
Filed 2026-10-30
LVW Advisors, LLC
INCREASED
Shares17,232 from 16,983
Change+249 (+1%)
Value$491.4K (+$82.5K)
Filed 2026-10-19
Lewis Asset Management, LLC
DECREASED
Shares17,230 from 17,927
Change-697 (-4%)
Value$491.4K (+$59.7K)
Filed 2026-10-14
Natural Investments, LLC
DECREASED
Shares17,194 from 18,680
Change-1,486 (-8%)
Value$490.4K (+$41.4K)
Filed 2026-11-06
Vaughan David Investments LLC
INCREASED
Shares17,158 from 14,110
Change+3,048 (+22%)
Value$489 (-$339.5K)
Filed 2026-11-05
Richwood Investment Advisors, LLC
DECREASED
Shares17,154 from 17,470
Change-316 (-2%)
Value$489.2K (+$68.6K)
Filed 2026-10-30
Nilsine Partners, LLC
INCREASED
Shares17,151 from 10,400
Change+6,751 (+65%)
Value$489.1K (+$238.7K)
Filed 2026-11-02
Bangor Savings Bank
DECREASED
Shares17,006 from 17,268
Change-262 (-2%)
Value$485.0K (+$69.2K)
Filed 2026-10-06
Income Insurance Ltd
UNCHANGED
Shares16,986 from 16,986
Change0 (0%)
Value$484.4K (+$75.4K)
Filed 2026-10-21
Biltmore Family Office, LLC
DECREASED
Shares16,978 from 17,312
Change-334 (-2%)
Value$484.2K (+$67.3K)
Filed 2026-11-03
Third View Private Wealth, LLC
INCREASED
Shares16,939 from 16,016
Change+923 (+6%)
Value$483.1K (+$97.4K)
Filed 2026-10-30
Seelaus Asset Management LLC
INCREASED
Shares16,849 from 10,345
Change+6,504 (+63%)
Value$474.6K (+$225.5K)
Filed 2026-10-14
RKL Wealth Management LLC
INCREASED
Shares16,847 from 15,850
Change+997 (+6%)
Value$480.5K (+$98.8K)
Filed 2026-10-16
Earned Wealth Advisors, LLC
INCREASED
Shares16,791 from 15,837
Change+954 (+6%)
Value$478.9K (+$97.5K)
Filed 2026-11-06
Range Financial Group LLC
INCREASED
Shares16,772 from 13,678
Change+3,094 (+23%)
Value$478.3K (+$149.0K)
Filed 2026-10-21
Stirlingshire Investments, Inc.
NEW
Shares16,755
Change+16,755
Value$477.9K
Filed 2026-11-05
Defender Capital, Llc.
UNCHANGED
Shares16,735 from 16,735
Change0 (0%)
Value$477.3K (+$74.3K)
Filed 2026-10-01
Verus Capital Partners, LLC
INCREASED
Shares16,716 from 15,911
Change+805 (+5%)
Value$476.8K (+$93.6K)
Filed 2026-11-03
SJS Investment Consulting Inc.
INCREASED
Shares16,708 from 5,482
Change+11,226 (+205%)
Value$476.5K (+$344.5K)
Filed 2026-10-26
Cromwell Holdings LLC
DECREASED
Shares16,661 from 18,615
Change-1,954 (-10%)
Value$475.2K (+$26.9K)
Filed 2026-10-28
Alpha Family Trust
UNCHANGED
Shares16,620 from 16,620
Change0 (0%)
Value$400.2K ($0)
Filed 2026-11-04
Rakuten Securities, Inc.
DECREASED
Shares16,607 from 37,692
Change-21,085 (-56%)
Value$473.6K (-$434.0K)
Filed 2026-11-02
Acropolis Investment Management, LLC
DECREASED
Shares16,585 from 18,379
Change-1,794 (-10%)
Value$473.0K (+$30.4K)
Filed 2026-10-08
White Pine Capital LLC
UNCHANGED
Shares16,582 from 16,582
Change0 (0%)
Value$472.9K (+$73.6K)
Filed 2026-11-09
Caitong International Asset Management Co., Ltd
NEW
Shares16,553
Change+16,553
Value$472.1K
Filed 2026-10-29
First Merchants Corp
UNCHANGED
Shares16,517 from 16,517
Change0 (0%)
Value$471.1K (+$73.3K)
Filed 2026-10-15
Waterfront Wealth Inc.
INCREASED
Shares16,439 from 16,362
Change+77 (+0%)
Value$495.5K (+$100.1K)
Filed 2026-11-03
Colonial River Investments, LLC
DECREASED
Shares16,397 from 21,713
Change-5,316 (-24%)
Value$467.7K (-$55.2K)
Filed 2026-10-19
Newman Dignan & Sheerar, Inc.
DECREASED
Shares16,384 from 16,944
Change-560 (-3%)
Value$467.3K (+$59.3K)
Filed 2026-10-21
Westside Investment Management, Inc.
INCREASED
Shares16,323 from 16,318
Change+5 (+0%)
Value$464.0K (+$71.1K)
Filed 2026-11-02
LMG Wealth Partners, LLC
UNCHANGED
Shares16,294 from 16,294
Change0 (0%)
Value$464.7K (+$72.3K)
Filed 2026-11-05
First Heartland Consultants, Inc.
INCREASED
Shares16,288 from 12,834
Change+3,454 (+27%)
Value$464.5K (+$155.5K)
Filed 2026-10-08
Atwood & Palmer Inc
INCREASED
Shares16,261 from 9,929
Change+6,332 (+64%)
Value$463.8K (+$224.7K)
Filed 2026-10-08
Fortis Group Advisors, LLC
DECREASED
Shares16,214 from 62,653
Change-46,439 (-74%)
Value$487.1K (-$1.0M)
Filed 2026-11-06
Capstone Wealth Management, LLC
NEW
Shares16,198
Change+16,198
Value$462.0K
Filed 2026-11-02
Pinnacle West Asset Management, Inc.
UNCHANGED
Shares16,158 from 16,158
Change0 (0%)
Value$461 (-$388.5K)
Filed 2026-11-09
Genesis Private Wealth, LLC
INCREASED
Shares15,954 from 11,761
Change+4,193 (+36%)
Value$455.0K (+$171.8K)
Filed 2026-11-02
Sepio Capital, LP
DECREASED
Shares15,946 from 16,496
Change-550 (-3%)
Value$454.8K (+$57.6K)
Filed 2026-10-22
Alkeme Wealth, LLC
DECREASED
Shares15,943 from 17,278
Change-1,335 (-8%)
Value$454.7K (+$38.6K)
Filed 2026-10-08
MMA Asset Management LLC
INCREASED
Shares15,935 from 15,667
Change+268 (+2%)
Value$454.5K (+$77.2K)
Filed 2026-11-02
Shulman DeMeo Asset Management LLC
DECREASED
Shares15,902 from 16,281
Change-379 (-2%)
Value$435.9K (+$43.8K)
Filed 2026-10-09
BFI Infinity Ltd.
NEW
Shares15,866
Change+15,866
Value$452.5K
Filed 2026-10-16
WBH Advisory Inc
DECREASED
Shares15,855 from 16,281
Change-426 (-3%)
Value$452.2K (+$60.2K)
Filed 2026-11-05
Trillium Asset Management, LLC
UNCHANGED
Shares15,799 from 15,799
Change0 (0%)
Value$450.6K (+$70.1K)
Filed 2026-11-09
Harmony Asset Management LLC
UNCHANGED
Shares15,783 from 15,783
Change0 (0%)
Value$450.1K (+$70.1K)
Filed 2026-10-20
Community Financial Services Group, LLC
INCREASED
Shares15,775 from 15,023
Change+752 (+5%)
Value$443.6K (+$84.8K)
Filed 2026-10-15
Walker Asset Management, LLC
INCREASED
Shares15,747 from 14,882
Change+865 (+6%)
Value$449.1K (+$90.7K)
Filed 2026-10-13
Bath Savings Trust Co
UNCHANGED
Shares15,646 from 15,646
Change0 (0%)
Value$446.2K (+$69.5K)
Filed 2026-10-07
Oakworth Capital, Inc.
INCREASED
Shares15,539 from 15,363
Change+176 (+1%)
Value$443.2K (+$73.7K)
Filed 2026-10-26
Amarillo National Bank
UNCHANGED
Shares15,513 from 15,513
Change0 (0%)
Value$442.4K (+$68.9K)
Filed 2026-10-23
Blue Fin Capital, Inc.
DECREASED
Shares15,503 from 15,547
Change-44 (0%)
Value$442.2K (+$67.8K)
Filed 2026-10-28
Nichols & Pratt Advisers LLP
DECREASED
Shares15,500 from 17,200
Change-1,700 (-10%)
Value$435.9K (+$21.7K)
Filed 2026-10-13
3Chopt Investment Partners, LLC
INCREASED
Shares15,486 from 9,420
Change+6,066 (+64%)
Value$441.7K (+$214.8K)
Filed 2026-10-30
New England Research & Management, Inc.
DECREASED
Shares15,475 from 21,427
Change-5,952 (-28%)
Value$441.3K (-$74.6K)
Filed 2026-10-16
Left Brain Wealth Management, LLC
INCREASED
Shares15,454 from 12,417
Change+3,037 (+24%)
Value$440.7K (+$141.7K)
Filed 2026-10-28
Novem Group
INCREASED
Shares15,420 from 14,402
Change+1,018 (+7%)
Value$439.8K (+$93.0K)
Filed 2026-10-19
CWS Financial Advisors, LLC
INCREASED
Shares15,399 from 14,856
Change+543 (+4%)
Value$439.2K (+$81.4K)
Filed 2026-10-16
Kuhn & Co Investment Counsel
INCREASED
Shares15,375 from 15,362
Change+13 (+0%)
Value$438.5K (+$68.6K)
Filed 2026-10-29
Summit Wealth Group LLC / Co
INCREASED
Shares15,368 from 11,625
Change+3,743 (+32%)
Value$438.3K (+$158.4K)
Filed 2026-10-29
Flagship Wealth Advisors, LLC
INCREASED
Shares15,364 from 15,206
Change+158 (+1%)
Value$438.2K (+$72.0K)
Filed 2026-11-03
Barnes Wealth Management Group, Inc
DECREASED
Shares15,359 from 15,391
Change-32 (0%)
Value$438.0K (+$67.4K)
Filed 2026-11-09
Prentiss Smith & Co Inc
UNCHANGED
Shares15,327 from 15,327
Change0 (0%)
Value$437.1K (+$68.1K)
Filed 2026-10-27
Armstrong Henry H Associates Inc
DECREASED
Shares15,294 from 15,394
Change-100 (-1%)
Value$436.2K (+$65.5K)
Filed 2026-10-07
Financial Perspectives, Inc
DECREASED
Shares15,281 from 18,621
Change-3,340 (-18%)
Value$435.8K (-$12.6K)
Filed 2026-11-03
Triad Wealth Partners, LLC
DECREASED
Shares15,222 from 18,923
Change-3,701 (-20%)
Value$434.1K (-$39.5K)
Filed 2026-10-26
Climber Capital SA
NEW
Shares15,220
Change+15,220
Value$411.6K
Filed 2026-10-20
Advocate Investing Services LLC
INCREASED
Shares15,150 from 15,148
Change+2 (+0%)
Value$432.1K (+$67.3K)
Filed 2026-10-26
L. Roy Papp & Associates, LLP
INCREASED
Shares15,127 from 13,078
Change+2,049 (+16%)
Value$431.4K (+$116.5K)
Filed 2026-10-21
World Equity Group, Inc.
DECREASED
Shares15,115 from 16,025
Change-910 (-6%)
Value$431.1K (+$45.2K)
Filed 2026-10-14
Channel Wealth LLC
INCREASED
Shares15,047 from 13,769
Change+1,278 (+9%)
Value$429.1K (+$97.6K)
Filed 2026-11-06
Acorn Wealth Advisors, LLC
INCREASED
Shares15,035 from 14,918
Change+117 (+1%)
Value$428.8K (+$69.6K)
Filed 2026-10-19
JTC Employer Solutions Trustee Ltd
UNCHANGED
Shares15,000 from 15,000
Change0 (0%)
Value$427 (-$360.6K)
Filed 2026-11-09
Center for Financial Planning, Inc.
INCREASED
Shares14,998 from 13,544
Change+1,454 (+11%)
Value$427.8K (+$101.6K)
Filed 2026-10-26
Westbourne Investment Advisors, Inc.
UNCHANGED
Shares14,995 from 14,995
Change0 (0%)
Value$427.7K (+$66.6K)
Filed 2026-10-20
Folger Nolan Fleming Douglas Capital Management, Inc
DECREASED
Shares14,990 from 15,390
Change-400 (-3%)
Value$427.5K (+$56.9K)
Filed 2026-10-13
SGL Investment Advisors, Inc.
DECREASED
Shares14,937 from 14,975
Change-38 (0%)
Value$439.0K (+$33.9K)
Filed 2026-11-09
Beacon Bank & Trust
INCREASED
Shares14,922 from 14,302
Change+620 (+4%)
Value$425.6K (+$81.2K)
Filed 2026-10-27
Legal Advantage Investments, Inc.
UNCHANGED
Shares14,900 from 14,900
Change0 (0%)
Value$424.9K (+$66.2K)
Filed 2026-10-13
Angeles Wealth Management, LLC
DECREASED
Shares14,841 from 17,009
Change-2,168 (-13%)
Value$423.3K (+$13.7K)
Filed 2026-10-26
NBH Bank
DECREASED
Shares14,833 from 15,555
Change-722 (-5%)
Value$423.0K (+$48.5K)
Filed 2026-11-05
Western Financial Corp
INCREASED
Shares14,808 from 14,678
Change+130 (+1%)
Value$422.3K (+$68.9K)
Filed 2026-10-14
BAM Wealth Management, LLC
NEW
Shares14,769
Change+14,769
Value$421.2K
Filed 2026-10-15
McElhenny Sheffield Capital Management, LLC
DECREASED
Shares14,759 from 14,807
Change-48 (0%)
Value$420.9K (+$64.4K)
Filed 2026-11-06
Abner Herrman & Brock LLC
UNCHANGED
Shares14,750 from 14,750
Change0 (0%)
Value$421 (+$66)
Filed 2026-10-20
Taylor Financial Group, Inc.
UNCHANGED
Shares14,740 from 14,740
Change0 (0%)
Value$420.4K (+$65.4K)
Filed 2026-11-02
Indiana Trust & Investment Management Co
INCREASED
Shares14,705 from 14,124
Change+581 (+4%)
Value$419.4K (+$79.3K)
Filed 2026-10-22
71 West Capital Partners
INCREASED
Shares14,652 from 8,590
Change+6,062 (+71%)
Value$417.9K (+$211.0K)
Filed 2026-11-04
Chemung Canal Trust Co
DECREASED
Shares14,620 from 19,262
Change-4,642 (-24%)
Value$417.0K (-$46.9K)
Filed 2026-11-04
Castle Rock Wealth Management, LLC
INCREASED
Shares14,619 from 14,593
Change+26 (+0%)
Value$402.0K (+$53.5K)
Filed 2026-10-09
GW Henssler & Associates LTD
INCREASED
Shares14,606 from 13,763
Change+843 (+6%)
Value$416.6K (+$85.2K)
Filed 2026-10-26
West Bancorporation Inc
DECREASED
Shares14,600 from 17,975
Change-3,375 (-19%)
Value$416.4K (-$16.4K)
Filed 2026-10-29
Winthrop Advisory Group LLC
INCREASED
Shares14,594 from 14,384
Change+210 (+1%)
Value$416.2K (+$69.9K)
Filed 2026-10-22
Retirement Planning Group, LLC
INCREASED
Shares14,578 from 14,546
Change+32 (+0%)
Value$415.8K (+$65.5K)
Filed 2026-10-19
May Hill Capital, LLC
INCREASED
Shares14,575 from 9,343
Change+5,232 (+56%)
Value$415.7K (+$190.7K)
Filed 2026-11-03
Gratus Wealth Advisors, LLC
INCREASED
Shares14,562 from 14,457
Change+105 (+1%)
Value$415.3K (+$67.2K)
Filed 2026-10-26
Howard Financial Services, Ltd.
INCREASED
Shares14,549 from 12,607
Change+1,942 (+15%)
Value$414.9K (+$111.4K)
Filed 2026-10-15
OceanIQ Capital, LLC
INCREASED
Shares14,539 from 14,479
Change+60 (+0%)
Value$412.5K (+$27.0K)
Filed 2026-10-19
LCM Capital Management Inc
INCREASED
Shares14,507 from 14,441
Change+66 (+0%)
Value$413.7K (+$66.0K)
Filed 2026-10-20
Signal Advisors Wealth, LLC
INCREASED
Shares14,500 from 11,807
Change+2,693 (+23%)
Value$413.5K (+$129.2K)
Filed 2026-10-13
Saybrook Capital
UNCHANGED
Shares14,500 from 14,500
Change0 (0%)
Value$413.5K (+$64.4K)
Filed 2026-10-27
Kagan Cocozza Asset Management
INCREASED
Shares14,487 from 12,911
Change+1,576 (+12%)
Value$413.2K (+$102.3K)
Filed 2026-10-19
Proathlete Wealth Management LLC
INCREASED
Shares14,483 from 12,327
Change+2,156 (+17%)
Value$413.1K (+$118.0K)
Filed 2026-10-15
Scott Capital Advisors, LLC
NEW
Shares14,461
Change+14,461
Value$404.9K
Filed 2026-10-13
TCI Wealth Advisors, Inc.
DECREASED
Shares14,418 from 15,257
Change-839 (-5%)
Value$411.2K (+$43.8K)
Filed 2026-10-30
Camden National Bank
DECREASED
Shares14,362 from 14,370
Change-8 (0%)
Value$409.6K (+$63.6K)
Filed 2026-11-02
Hilton Head Capital Partners, LLC
INCREASED
Shares14,322 from 12,900
Change+1,422 (+11%)
Value$408.5K (+$97.8K)
Filed 2026-10-23
Fermata Advisors, LLC
INCREASED
Shares14,300 from 9,623
Change+4,677 (+49%)
Value$407.8K (+$176.1K)
Filed 2026-10-13
Lawood & Co
DECREASED
Shares14,293 from 14,818
Change-525 (-4%)
Value$407.6K (+$50.8K)
Filed 2026-10-09
Coston, McIsaac & Partners
DECREASED
Shares14,148 from 14,289
Change-141 (-1%)
Value$403.5K (+$59.5K)
Filed 2026-11-06
Matisse Capital
INCREASED
Shares14,100 from 14,000
Change+100 (+1%)
Value$402.1K (+$65.0K)
Filed 2026-10-29
Mainsail Financial Group, LLC
DECREASED
Shares14,091 from 14,238
Change-147 (-1%)
Value$401.9K (+$59.0K)
Filed 2026-10-23
Sterling Wealth Management, Inc.
DECREASED
Shares14,083 from 14,087
Change-4 (0%)
Value$401.6K (+$62.4K)
Filed 2026-10-23
MeadowBrook Investment Advisors LLC
DECREASED
Shares14,077 from 16,932
Change-2,855 (-17%)
Value$428.2K (+$20.5K)
Filed 2026-10-29
Allen Wealth Management, LLC
DECREASED
Shares14,013 from 22,464
Change-8,451 (-38%)
Value$399.7K (-$141.3K)
Filed 2026-10-29
Nadler Financial Group, Inc.
DECREASED
Shares14,000 from 15,802
Change-1,802 (-11%)
Value$399.3K (+$18.8K)
Filed 2026-10-23
6th Street Advisors, LLC
UNCHANGED
Shares13,990 from 13,990
Change0 (0%)
Value$399.0K (+$62.1K)
Filed 2026-10-14
Trust Co
DECREASED
Shares13,981 from 19,095
Change-5,114 (-27%)
Value$398.7K (-$61.1K)
Filed 2026-10-09
Todd Wealth Management, LLC
DECREASED
Shares13,917 from 14,184
Change-267 (-2%)
Value$396.9K (+$55.4K)
Filed 2026-10-19
Strive Financial Group,LLC
INCREASED
Shares13,909 from 9,474
Change+4,435 (+47%)
Value$396.7K (+$168.5K)
Filed 2026-11-09
Hickory Point Bank & Trust
DECREASED
Shares13,900 from 13,995
Change-95 (-1%)
Value$396.4K (+$59.4K)
Filed 2026-10-01
Partners Wealth Management, LLC
NEW
Shares13,885
Change+13,885
Value$396.0K
Filed 2026-10-28
PFG Advisors
DECREASED
Shares13,841 from 15,983
Change-2,142 (-13%)
Value$394.7K (+$9.9K)
Filed 2026-10-16
Sigma Investment Counselors Inc
NEW
Shares13,839
Change+13,839
Value$394.7K
Filed 2026-10-27
Physicians Financial Services, Inc.
DECREASED
Shares13,823 from 13,923
Change-100 (-1%)
Value$394 (-$334.6K)
Filed 2026-11-04
LexAurum Advisors, LLC
DECREASED
Shares13,802 from 14,186
Change-384 (-3%)
Value$393.6K (+$52.0K)
Filed 2026-10-19
Eagle Global Advisors LLC
UNCHANGED
Shares13,800 from 13,800
Change0 (0%)
Value$393.6K (+$61.3K)
Filed 2026-11-02
Tannin Capital LLC
DECREASED
Shares13,755 from 14,784
Change-1,029 (-7%)
Value$392.3K (+$36.3K)
Filed 2026-11-05
Total Clarity Wealth Management, Inc.
INCREASED
Shares13,747 from 12,728
Change+1,019 (+8%)
Value$392.1K (+$85.6K)
Filed 2026-10-26
Eagle Strategies LLC
INCREASED
Shares13,697 from 13,556
Change+141 (+1%)
Value$390.6K (+$64.2K)
Filed 2026-10-16
Cross Staff Investments Inc
INCREASED
Shares13,674 from 13,263
Change+411 (+3%)
Value$390.0K (+$70.6K)
Filed 2026-10-22
Goldstein Advisors, LLC
NEW
Shares13,628
Change+13,628
Value$388.7K
Filed 2026-10-15
Revolve Wealth Partners, LLC
INCREASED
Shares13,603 from 12,536
Change+1,067 (+9%)
Value$388.0K (+$86.1K)
Filed 2026-10-23
bLong Financial, LLC
DECREASED
Shares13,553 from 13,727
Change-174 (-1%)
Value$386.5K (+$56.0K)
Filed 2026-10-29
Wealth Enhancement Trust Services, Inc.
INCREASED
Shares13,523 from 9,430
Change+4,093 (+43%)
Value$385.7K (+$158.6K)
Filed 2026-10-07
Lincoln Capital Corp
INCREASED
Shares13,514 from 13,230
Change+284 (+2%)
Value$385.4K (+$66.8K)
Filed 2026-10-13
Horst & Graben Wealth Management LLC
INCREASED
Shares13,467 from 13,421
Change+46 (+0%)
Value$384.1K (+$63.6K)
Filed 2026-11-02
Advisory Solutions Group, LLC
NEW
Shares13,423
Change+13,423
Value$382.8K
Filed 2026-10-14
Acima Private Wealth, LLC
DECREASED
Shares13,294 from 14,009
Change-715 (-5%)
Value$379.1K (+$41.8K)
Filed 2026-10-05
Three Magnolias Financial Advisors, LLC
DECREASED
Shares13,250 from 16,416
Change-3,166 (-19%)
Value$377.9K (-$21.0K)
Filed 2026-10-14
Carlton Hofferkamp & Jenks Wealth Management, LLC
DECREASED
Shares13,240 from 13,974
Change-734 (-5%)
Value$398.6K (+$51.8K)
Filed 2026-10-21
Capital Advisors, Ltd. LLC
INCREASED
Shares13,198 from 11,663
Change+1,535 (+13%)
Value$376 (+$95)
Filed 2026-10-27
Grove Bank & Trust
DECREASED
Shares13,115 from 13,502
Change-387 (-3%)
Value$374.0K (+$48.9K)
Filed 2026-10-08
Florida Financial Advisors, LLC
INCREASED
Shares13,107 from 8,616
Change+4,491 (+52%)
Value$373.8K (+$166.4K)
Filed 2026-11-09
Versant Capital Management, Inc
DECREASED
Shares13,088 from 15,577
Change-2,489 (-16%)
Value$373.3K (-$1.8K)
Filed 2026-10-02
Olistico Wealth, LLC
UNCHANGED
Shares13,050 from 13,050
Change0 (0%)
Value$372.2K (+$57.9K)
Filed 2026-10-05
Embree Financial Group
DECREASED
Shares13,043 from 13,751
Change-708 (-5%)
Value$372.0K (+$40.9K)
Filed 2026-10-22
Long Road Investment Counsel, LLC
UNCHANGED
Shares13,043 from 13,043
Change0 (0%)
Value$372.0K (+$57.9K)
Filed 2026-11-04
Founders Financial Securities LLC
INCREASED
Shares13,031 from 11,306
Change+1,725 (+15%)
Value$371.7K (+$99.4K)
Filed 2026-10-28
SBK Financial, Inc.
INCREASED
Shares13,031 from 13,000
Change+31 (+0%)
Value$371.6K (+$58.6K)
Filed 2026-11-02
Founders Capital Management
DECREASED
Shares12,973 from 13,473
Change-500 (-4%)
Value$370.0K (+$45.6K)
Filed 2026-10-13
Nvwm, LLC
INCREASED
Shares12,969 from 2,948
Change+10,021 (+340%)
Value$369.9K (+$298.9K)
Filed 2026-10-14
Baker Tilly Wealth Management, LLC
INCREASED
Shares12,951 from 9,590
Change+3,361 (+35%)
Value$369.4K (+$138.4K)
Filed 2026-10-05
Northstar Group, Inc.
DECREASED
Shares12,903 from 13,903
Change-1,000 (-7%)
Value$368.0K (+$33.2K)
Filed 2026-11-10
Manchester Financial Inc
DECREASED
Shares12,803 from 13,168
Change-365 (-3%)
Value$365.1K (+$48.1K)
Filed 2026-10-15
DT Investment Partners, LLC
UNCHANGED
Shares12,779 from 12,779
Change0 (0%)
Value$364.5K (+$56.7K)
Filed 2026-10-27
Bluedoor Private Wealth, LLC
DECREASED
Shares12,778 from 12,888
Change-110 (-1%)
Value$364.4K (+$54.1K)
Filed 2026-11-05
Interchange Capital Partners, LLC
DECREASED
Shares12,759 from 13,459
Change-700 (-5%)
Value$363.9K (+$39.8K)
Filed 2026-10-28
Live Oak Private Wealth LLC
DECREASED
Shares12,741 from 16,484
Change-3,743 (-23%)
Value$363.4K (-$33.6K)
Filed 2026-11-02
Investment Advisory Services Inc
INCREASED
Shares12,718 from 12,058
Change+660 (+5%)
Value$362.7K (+$72.4K)
Filed 2026-10-27
Sendero Wealth Management, LLC
INCREASED
Shares12,691 from 12,432
Change+259 (+2%)
Value$361.9K (+$62.6K)
Filed 2026-10-14
AGH Wealth Advisors, LLC
DECREASED
Shares12,685 from 12,719
Change-34 (0%)
Value$361.8K (+$55.5K)
Filed 2026-10-26
Key Capital Management, Inc
INCREASED
Shares12,665 from 2,832
Change+9,833 (+347%)
Value$370.5K (+$302.3K)
Filed 2026-11-03
Flywheel Private Wealth LLC
DECREASED
Shares12,665 from 13,015
Change-350 (-3%)
Value$361.2K (+$47.8K)
Filed 2026-11-02
Avant Financial Advisors LLC
INCREASED
Shares12,644 from 12,506
Change+138 (+1%)
Value$360.6K (+$59.5K)
Filed 2026-11-02
MTM Investment Management, LLC
DECREASED
Shares12,611 from 12,819
Change-208 (-2%)
Value$359.7K (+$51.0K)
Filed 2026-10-30
Marathon Capital Management
DECREASED
Shares12,582 from 15,998
Change-3,416 (-21%)
Value$358.8K (-$26.4K)
Filed 2026-10-23
Capital Square, LLC
DECREASED
Shares12,572 from 13,043
Change-471 (-4%)
Value$358.6K (+$43.3K)
Filed 2026-10-19
Great Hill Capital LLC
UNCHANGED
Shares12,572 from 12,572
Change0 (0%)
Value$358.6K (+$55.8K)
Filed 2026-10-20
Accredited Investors Inc.
INCREASED
Shares12,555 from 12,474
Change+81 (+1%)
Value$358.1K (+$57.7K)
Filed 2026-11-03
Straight Path Wealth Management
DECREASED
Shares12,534 from 54,064
Change-41,530 (-77%)
Value$357.5K (-$944.4K)
Filed 2026-10-23
First Premier Bank
DECREASED
Shares12,532 from 15,632
Change-3,100 (-20%)
Value$357 (-$21)
Filed 2026-10-13
Mindset Wealth Management, LLC
DECREASED
Shares12,532 from 13,340
Change-808 (-6%)
Value$357.4K (+$36.2K)
Filed 2026-10-19
Finer Wealth Management, Inc.
INCREASED
Shares12,531 from 11,896
Change+635 (+5%)
Value$357.4K (+$70.9K)
Filed 2026-10-16
J. Team Financial, Inc.
INCREASED
Shares12,512 from 12,062
Change+450 (+4%)
Value$356.9K (+$66.4K)
Filed 2026-11-03
Shepherd Financial Partners LLC
DECREASED
Shares12,414 from 13,337
Change-923 (-7%)
Value$354.1K (+$32.9K)
Filed 2026-11-03
Uniting Wealth Partners, LLC
INCREASED
Shares12,414 from 11,985
Change+429 (+4%)
Value$354.1K (+$65.4K)
Filed 2026-11-06
Sound Portfolio Advisors, LLC
DECREASED
Shares12,408 from 14,209
Change-1,801 (-13%)
Value$353.9K (+$11.7K)
Filed 2026-11-05
Pavaki Capital Management LLC
UNCHANGED
Shares12,400 from 12,400
Change0 (0%)
Value$353.6K (+$55.1K)
Filed 2026-10-26
TrueWealth Advisors, LLC
INCREASED
Shares12,390 from 11,924
Change+466 (+4%)
Value$353.4K (+$66.2K)
Filed 2026-10-09
Ellis Investment Partners, LLC
DECREASED
Shares12,357 from 17,062
Change-4,705 (-28%)
Value$352.4K (-$58.4K)
Filed 2026-10-21
Barrett & Company, Inc.
DECREASED
Shares12,325 from 12,966
Change-641 (-5%)
Value$351.5K (+$39.3K)
Filed 2026-10-22
Beaumont Financial Advisors, LLC
NEW
Shares12,303
Change+12,303
Value$350.9K
Filed 2026-10-22
Cape Investment Advisory, Inc.
DECREASED
Shares12,281 from 12,694
Change-413 (-3%)
Value$350.3K (+$44.6K)
Filed 2026-10-13
PCG Asset Management, LLC
INCREASED
Shares12,274 from 10,607
Change+1,667 (+16%)
Value$350.1K (+$94.6K)
Filed 2026-11-05
Motco
INCREASED
Shares12,271 from 12,121
Change+150 (+1%)
Value$350.0K (+$58.1K)
Filed 2026-11-09
Todd Asset Management LLC
DECREASED
Shares12,237 from 27,801
Change-15,564 (-56%)
Value$349.0K (-$320.4K)
Filed 2026-10-27
Decker Wealth Management LLC
NEW
Shares12,187
Change+12,187
Value$347.6K
Filed 2026-10-09
Reynders McVeigh Capital Management, LLC
INCREASED
Shares12,175 from 12,172
Change+3 (+0%)
Value$347.2K (+$54.2K)
Filed 2026-10-30
ETF Store, Inc.
INCREASED
Shares12,133 from 11,380
Change+753 (+7%)
Value$346.0K (+$72.0K)
Filed 2026-10-19
Gradient Investments LLC
DECREASED
Shares12,087 from 13,131
Change-1,044 (-8%)
Value$344.7K (+$28.5K)
Filed 2026-10-08
LifeGoal Investments, LLC
NEW
Shares12,084
Change+12,084
Value$344.6K
Filed 2026-10-09
Patriot Financial Group Insurance Agency, LLC
DECREASED
Shares12,055 from 15,207
Change-3,152 (-21%)
Value$343.8K (-$24.2K)
Filed 2026-10-14
Blue Capital, Inc.
INCREASED
Shares12,050 from 11,600
Change+450 (+4%)
Value$343.7K (+$64.4K)
Filed 2026-10-13
KPP Advisory Services LLC
DECREASED
Shares12,024 from 15,236
Change-3,212 (-21%)
Value$342.9K (-$24.0K)
Filed 2026-10-26
PPS&V Asset Management Consultants, Inc.
INCREASED
Shares12,018 from 11,982
Change+36 (+0%)
Value$342.7K (+$54.2K)
Filed 2026-10-06
Mainsail Asset Management, LLC
NEW
Shares12,000
Change+12,000
Value$330.0K
Filed 2026-10-14
Wealth Alliance Advisory Group, LLC
INCREASED
Shares11,972 from 10,146
Change+1,826 (+18%)
Value$341.4K (+$97.1K)
Filed 2026-10-14
Regatta Capital Group, LLC
INCREASED
Shares11,956 from 8,732
Change+3,224 (+37%)
Value$341.0K (+$130.7K)
Filed 2026-10-23
Hardy Reed LLC
INCREASED
Shares11,952 from 9,321
Change+2,631 (+28%)
Value$340.9K (+$116.4K)
Filed 2026-11-06
Midland Wealth Advisors, LLC
DECREASED
Shares11,943 from 13,532
Change-1,589 (-12%)
Value$340.6K (+$14.8K)
Filed 2026-10-26
Smith Chas P & Associates PA Cpas
INCREASED
Shares11,942 from 9,375
Change+2,567 (+27%)
Value$353.2K (+$127.5K)
Filed 2026-10-22
Nemes Rush Group LLC
DECREASED
Shares11,925 from 12,129
Change-204 (-2%)
Value$340.1K (+$48.0K)
Filed 2026-11-04
Evanson Financial, LLC
INCREASED
Shares11,860 from 11,813
Change+47 (+0%)
Value$338.2K (+$53.8K)
Filed 2026-10-23
Colton Groome Financial Advisors, LLC
INCREASED
Shares11,856 from 11,854
Change+2 (+0%)
Value$338.1K (+$52.7K)
Filed 2026-10-06
Sawyer & Company, Inc
DECREASED
Shares11,826 from 14,250
Change-2,424 (-17%)
Value$337.3K (-$5.9K)
Filed 2026-10-21
Weaver Consulting Group
DECREASED
Shares11,741 from 11,973
Change-232 (-2%)
Value$334.9K (+$46.5K)
Filed 2026-10-07
Weinberger Asset Management, Inc
INCREASED
Shares11,730 from 11,628
Change+102 (+1%)
Value$334.5K (+$43.7K)
Filed 2026-10-28
Sage Investment Advisers LLC
INCREASED
Shares11,714 from 11,661
Change+53 (+0%)
Value$334.1K (+$53.3K)
Filed 2026-10-21
James J. Burns & Company, LLC
DECREASED
Shares11,705 from 12,196
Change-491 (-4%)
Value$333.8K (+$40.1K)
Filed 2026-10-22
Alchemi Wealth, LLC
DECREASED
Shares11,650 from 11,856
Change-206 (-2%)
Value$332.3K (+$46.8K)
Filed 2026-11-04
Independent Investors Inc
UNCHANGED
Shares11,650 from 11,650
Change0 (0%)
Value$332.3K (+$51.7K)
Filed 2026-10-30
Elmwood Wealth Management, Inc.
DECREASED
Shares11,649 from 12,723
Change-1,074 (-8%)
Value$332.2K (+$25.8K)
Filed 2026-10-14
Integrity Advisory Solutions, LLC
DECREASED
Shares11,637 from 11,808
Change-171 (-1%)
Value$331.9K (+$47.5K)
Filed 2026-10-29
Trace Wealth Advisors, LLC
INCREASED
Shares11,632 from 11,000
Change+632 (+6%)
Value$331.7K (+$66.9K)
Filed 2026-10-30
Beam Wealth Advisors, Inc.
DECREASED
Shares11,589 from 11,947
Change-358 (-3%)
Value$330.5K (+$42.8K)
Filed 2026-11-03
Cooper Financial Group
DECREASED
Shares11,585 from 14,633
Change-3,048 (-21%)
Value$330.4K (-$22.0K)
Filed 2026-10-07
Cornerstone Advisory, LLC
NEW
Shares11,573
Change+11,573
Value$330.1K
Filed 2026-11-06
Impact Capital Partners LLC
DECREASED
Shares11,566 from 12,174
Change-608 (-5%)
Value$329.9K (+$36.7K)
Filed 2026-10-22
Essential Partners LLC
INCREASED
Shares11,477 from 10,101
Change+1,376 (+14%)
Value$327.3K (+$84.1K)
Filed 2026-10-14
Wulff, Hansen & Co.
UNCHANGED
Shares11,475 from 11,475
Change0 (0%)
Value$327.3K (+$50.9K)
Filed 2026-11-09
Successful Portfolios LLC
DECREASED
Shares11,471 from 11,757
Change-286 (-2%)
Value$316.2K (+$31.4K)
Filed 2026-10-09
Guardian Asset Advisors, LLC
INCREASED
Shares11,468 from 11,111
Change+357 (+3%)
Value$327.1K (+$59.5K)
Filed 2026-10-16
Ashton Thomas Securities, LLC
NEW
Shares11,450
Change+11,450
Value$326.6K
Filed 2026-10-26
Winthrop Capital Management, LLC
DECREASED
Shares11,442 from 12,660
Change-1,218 (-10%)
Value$326.3K (+$21.3K)
Filed 2026-11-05
Vann Equity Management LLC
NEW
Shares11,386
Change+11,386
Value$324.7K
Filed 2026-10-08
Semus Wealth Partners LLC
INCREASED
Shares11,322 from 11,093
Change+229 (+2%)
Value$322.9K (+$55.8K)
Filed 2026-10-22
Arrow Financial Corp
UNCHANGED
Shares11,301 from 11,301
Change0 (0%)
Value$322.3K (+$50.2K)
Filed 2026-10-26
Nfsg Corp
DECREASED
Shares11,263 from 12,510
Change-1,247 (-10%)
Value$321.2K (+$20.0K)
Filed 2026-10-15
Cascade Investment Group, Inc.
DECREASED
Shares11,249 from 18,782
Change-7,533 (-40%)
Value$320.8K (-$131.5K)
Filed 2026-10-13
Spinnaker Investment Group, LLC
DECREASED
Shares11,226 from 22,810
Change-11,584 (-51%)
Value$320.2K (-$229.1K)
Filed 2026-10-13
J.M. Arbour, LLC
INCREASED
Shares11,208 from 10,443
Change+765 (+7%)
Value$319.7K (+$68.2K)
Filed 2026-11-05
Sovran Advisors, LLC
DECREASED
Shares11,135 from 23,935
Change-12,800 (-53%)
Value$333.5K (-$270.9K)
Filed 2026-11-02
Meadow Creek Wealth Advisors LLC
DECREASED
Shares11,131 from 11,884
Change-753 (-6%)
Value$317.5K (+$31.3K)
Filed 2026-11-02
Core Wealth Partners LLC
DECREASED
Shares11,089 from 11,587
Change-498 (-4%)
Value$316.3K (+$37.2K)
Filed 2026-11-02
Northern Financial Advisors Inc
DECREASED
Shares11,086 from 11,103
Change-17 (0%)
Value$316.2K (+$48.8K)
Filed 2026-10-29
Harbor Investment Advisory, LLC
INCREASED
Shares11,071 from 8,425
Change+2,646 (+31%)
Value$315.7K (+$112.9K)
Filed 2026-10-13
Physician Wealth Advisors, Inc.
INCREASED
Shares11,069 from 10,105
Change+964 (+10%)
Value$315.7K (+$72.4K)
Filed 2026-10-20
Finward Bancorp
DECREASED
Shares11,040 from 11,412
Change-372 (-3%)
Value$314.9K (+$40.1K)
Filed 2026-10-14
Avantra Family Wealth, Inc.
DECREASED
Shares11,038 from 11,164
Change-126 (-1%)
Value$314.8K (+$46.0K)
Filed 2026-10-20
Stonebridge Financial Group, LLC
DECREASED
Shares11,036 from 11,290
Change-254 (-2%)
Value$314.7K (+$42.9K)
Filed 2026-10-01
Northwest Wealth Management, LLC
NEW
Shares11,032
Change+11,032
Value$314.6K
Filed 2026-10-30
Bright Futures Wealth Management, Llc.
DECREASED
Shares11,028 from 11,469
Change-441 (-4%)
Value$314.5K (+$38.3K)
Filed 2026-10-23
Lakeside Advisors, Inc.
INCREASED
Shares11,027 from 10,293
Change+734 (+7%)
Value$314.5K (+$66.6K)
Filed 2026-10-20
Fulcrum Capital LLC
UNCHANGED
Shares11,000 from 11,000
Change0 (0%)
Value$313.7K (+$48.8K)
Filed 2026-10-15
Argyle Capital Partners, LLC
DECREASED
Shares10,987 from 13,411
Change-2,424 (-18%)
Value$313.3K (-$9.6K)
Filed 2026-10-23
Legacy Edge Advisors, LLC
DECREASED
Shares10,964 from 12,025
Change-1,061 (-9%)
Value$312.7K (+$23.1K)
Filed 2026-11-06
Alliance Wealth Advisors, LLC
INCREASED
Shares10,950 from 9,862
Change+1,088 (+11%)
Value$312.3K (+$74.8K)
Filed 2026-10-28
Wedgewood Investors Inc
INCREASED
Shares10,942 from 10,842
Change+100 (+1%)
Value$312.1K (+$51.0K)
Filed 2026-10-28
Providence Financial Advisors, LLC
UNCHANGED
Shares10,942 from 10,942
Change0 (0%)
Value$312.1K (+$48.6K)
Filed 2026-11-06
Blankinship & Foster, LLC
INCREASED
Shares10,940 from 10,851
Change+89 (+1%)
Value$312.0K (+$50.7K)
Filed 2026-10-19
Sloy Dahl & Holst, LLC
DECREASED
Shares10,928 from 11,378
Change-450 (-4%)
Value$311.7K (+$37.7K)
Filed 2026-10-14
Golden State Wealth Management, LLC
DECREASED
Shares10,921 from 11,293
Change-372 (-3%)
Value$311.5K (+$39.5K)
Filed 2026-11-02
Builder Investment Group Inc
UNCHANGED
Shares10,910 from 10,910
Change0 (0%)
Value$311.2K (+$48.4K)
Filed 2026-10-22
Cannon Financial Strategists, Inc.
UNCHANGED
Shares10,892 from 10,892
Change0 (0%)
Value$310.6K (+$48.4K)
Filed 2026-10-19
Cpwa, LLC
DECREASED
Shares10,877 from 10,879
Change-2 (0%)
Value$308.9K (+$46.9K)
Filed 2026-11-04
Kaufman Rossin Wealth, LLC
NEW
Shares10,842
Change+10,842
Value$309.2K
Filed 2026-10-19
Tiller Private Wealth, Inc.
UNCHANGED
Shares10,832 from 10,832
Change0 (0%)
Value$308.9K (+$48.1K)
Filed 2026-10-26
Graves Light Lenhart Wealth, Inc.
DECREASED
Shares10,824 from 11,133
Change-309 (-3%)
Value$308.7K (+$40.6K)
Filed 2026-10-09
Ironwood Investment Counsel, LLC
DECREASED
Shares10,775 from 15,465
Change-4,690 (-30%)
Value$307.3K (-$65.1K)
Filed 2026-11-10
ADE, LLC
UNCHANGED
Shares10,708 from 10,708
Change0 (0%)
Value$305.4K (+$47.5K)
Filed 2026-10-29
Clear Creek Financial Management, LLC
DECREASED
Shares10,702 from 12,112
Change-1,410 (-12%)
Value$305.2K (+$13.6K)
Filed 2026-10-28
MKT Advisors LLC
UNCHANGED
Shares10,679 from 10,679
Change0 (0%)
Value$297.1K (+$40.1K)
Filed 2026-10-20
First Affirmative Financial Network
NEW
Shares10,613
Change+10,613
Value$302.7K
Filed 2026-10-21
Towercrest Capital Management
UNCHANGED
Shares10,599 from 10,599
Change0 (0%)
Value$302.3K (+$47.1K)
Filed 2026-10-23
Stronghold Wealth Management L.L.C.
INCREASED
Shares10,589 from 9,509
Change+1,080 (+11%)
Value$302.0K (+$73.0K)
Filed 2026-10-16
Accel Wealth Management
INCREASED
Shares10,583 from 10,265
Change+318 (+3%)
Value$301.8K (+$54.7K)
Filed 2026-10-13
Sightline Wealth Advisors, LLC
DECREASED
Shares10,580 from 19,826
Change-9,246 (-47%)
Value$301.7K (-$175.7K)
Filed 2026-10-21
Prosperitas Financial LLC
INCREASED
Shares10,562 from 9,856
Change+706 (+7%)
Value$301.2K (+$63.9K)
Filed 2026-10-28
Relyea Zuckerberg Hanson LLC
DECREASED
Shares10,548 from 13,950
Change-3,402 (-24%)
Value$300.8K (-$35.1K)
Filed 2026-10-20
Strata Wealth Advisors, LLC
INCREASED
Shares10,544 from 10,284
Change+260 (+3%)
Value$300.7K (+$53.1K)
Filed 2026-10-16
Integral Investment Advisors, Inc.
INCREASED
Shares10,533 from 10,438
Change+95 (+1%)
Value$300.4K (+$49.1K)
Filed 2026-11-03
Occidental Asset Management, LLC
INCREASED
Shares10,522 from 9,801
Change+721 (+7%)
Value$300.1K (+$64.1K)
Filed 2026-11-05
Clark Asset Management, LLC
DECREASED
Shares10,505 from 11,590
Change-1,085 (-9%)
Value$299.6K (+$20.5K)
Filed 2026-10-19
Norway Savings Bank
DECREASED
Shares10,501 from 10,701
Change-200 (-2%)
Value$299.5K (+$41.8K)
Filed 2026-10-20
Hedges Asset Management LLC
INCREASED
Shares10,500 from 10,100
Change+400 (+4%)
Value$299.5K (+$56.3K)
Filed 2026-10-29
HBW Advisory Services LLC
INCREASED
Shares10,493 from 8,688
Change+1,805 (+21%)
Value$299.3K (+$90.1K)
Filed 2026-10-15
Balefire, LLC
INCREASED
Shares10,479 from 9,867
Change+612 (+6%)
Value$298.9K (+$61.3K)
Filed 2026-10-09
Ullmann Wealth Partners Group, LLC
INCREASED
Shares10,463 from 9,468
Change+995 (+11%)
Value$298.4K (+$70.4K)
Filed 2026-11-02
Berman McAleer LLC
DECREASED
Shares10,460 from 10,522
Change-62 (-1%)
Value$298.3K (+$45.0K)
Filed 2026-10-16
Armstrong Advisory Group, Inc
INCREASED
Shares10,442 from 10,400
Change+42 (+0%)
Value$297.8K (+$47.4K)
Filed 2026-10-09
Chilton Capital Management LLC
DECREASED
Shares10,382 from 10,735
Change-353 (-3%)
Value$296.1K (+$37.6K)
Filed 2026-10-28
Schnieders Capital Management, Llc.
DECREASED
Shares10,379 from 10,619
Change-240 (-2%)
Value$296.0K (+$40.3K)
Filed 2026-11-09
Meridian Management Co
UNCHANGED
Shares10,359 from 10,359
Change0 (0%)
Value$295.4K (+$46.0K)
Filed 2026-11-06
New Hampshire Trust
DECREASED
Shares10,337 from 16,564
Change-6,227 (-38%)
Value$294.8K (-$104.1K)
Filed 2026-10-20
Auxano Advisors, LLC
DECREASED
Shares10,333 from 10,337
Change-4 (0%)
Value$294.7K (+$45.8K)
Filed 2026-11-06
Sheets Smith Wealth Management
DECREASED
Shares10,330 from 14,609
Change-4,279 (-29%)
Value$294.6K (-$57.2K)
Filed 2026-10-16
Capital Advisors Wealth Management, LLC
INCREASED
Shares10,305 from 9,347
Change+958 (+10%)
Value$293.9K (+$68.8K)
Filed 2026-10-09
Pioneer Trust Bank N A
INCREASED
Shares10,278 from 9,334
Change+944 (+10%)
Value$293.1K (+$68.4K)
Filed 2026-11-06
Souders Financial Advisors
INCREASED
Shares10,271 from 10,245
Change+26 (+0%)
Value$292.9K (+$46.2K)
Filed 2026-11-03
W Advisors, LLC
INCREASED
Shares10,253 from 9,841
Change+412 (+4%)
Value$292.4K (+$55.5K)
Filed 2026-11-02
GAM Holding AG
DECREASED
Shares10,250 from 12,297
Change-2,047 (-17%)
Value$292.3K (-$3.8K)
Filed 2026-11-03
Orange Investment Advisors, Inc.
DECREASED
Shares10,234 from 10,405
Change-171 (-2%)
Value$291.9K (+$41.3K)
Filed 2026-10-23
Squire Investment Management Company, LLC
NEW
Shares10,196
Change+10,196
Value$290.8K
Filed 2026-11-03
Howard Capital Management Group, LLC
DECREASED
Shares10,181 from 10,681
Change-500 (-5%)
Value$290.4K (+$33.2K)
Filed 2026-10-16
Birch Financial Group, LLC
INCREASED
Shares10,177 from 9,529
Change+648 (+7%)
Value$290.2K (+$60.8K)
Filed 2026-10-27
BankPlus Trust Department
DECREASED
Shares10,156 from 12,552
Change-2,396 (-19%)
Value$289.6K (-$12.6K)
Filed 2026-11-06
Sentinel Trust Co LBA
UNCHANGED
Shares10,143 from 10,143
Change0 (0%)
Value$289 (+$45)
Filed 2026-11-03
Cape ANN Savings Bank
DECREASED
Shares10,123 from 10,378
Change-255 (-2%)
Value$288.7K (+$38.8K)
Filed 2026-11-09
First Financial Corp
DECREASED
Shares10,110 from 10,210
Change-100 (-1%)
Value$288.3K (+$42.5K)
Filed 2026-10-13
Jacobsen Capital Management
DECREASED
Shares10,081 from 10,451
Change-370 (-4%)
Value$287.5K (+$35.8K)
Filed 2026-10-27
Capital Investment Counsel, Inc
DECREASED
Shares10,072 from 10,372
Change-300 (-3%)
Value$287.3K (+$37.5K)
Filed 2026-10-20
Columbia Bank
INCREASED
Shares10,071 from 8,568
Change+1,503 (+18%)
Value$287.2K (+$80.9K)
Filed 2026-10-29
Nixon Peabody Trust Co
DECREASED
Shares10,063 from 11,474
Change-1,411 (-12%)
Value$287.0K (+$10.7K)
Filed 2026-10-23
Hazlett, Burt & Watson, Inc.
INCREASED
Shares10,053 from 10,050
Change+3 (+0%)
Value$289 (-$181.8K)
Filed 2026-11-04
Syverson Strege & Co
DECREASED
Shares10,051 from 12,702
Change-2,651 (-21%)
Value$286.7K (-$19.2K)
Filed 2026-11-02
New Covenant Trust Company, N.A.
INCREASED
Shares10,042 from 9,883
Change+159 (+2%)
Value$286.4K (+$48.4K)
Filed 2026-10-08
Convergence Investment Partners, LLC
INCREASED
Shares10,041 from 10,039
Change+2 (+0%)
Value$286.4K (+$44.6K)
Filed 2026-10-28
Ariston Services Group
UNCHANGED
Shares10,040 from 10,040
Change0 (0%)
Value$286.3K (+$44.6K)
Filed 2026-10-16
JGP Wealth Management, LLC
DECREASED
Shares10,024 from 10,450
Change-426 (-4%)
Value$285.9K (+$34.3K)
Filed 2026-10-13
Banque de Luxembourg S.A.
NEW
Shares10,000
Change+10,000
Value$285.2K
Filed 2026-10-14
Silvant Capital Management LLC
UNCHANGED
Shares9,981 from 9,981
Change0 (0%)
Value$284.7K (+$44.3K)
Filed 2026-11-09
Burford Brothers, Inc.
DECREASED
Shares9,971 from 11,207
Change-1,236 (-11%)
Value$284.4K (+$14.5K)
Filed 2026-10-21
Stonehearth Capital Management, LLC
DECREASED
Shares9,929 from 10,448
Change-519 (-5%)
Value$283.2K (+$31.6K)
Filed 2026-10-13
NBZ Investment Advisors LLC
DECREASED
Shares9,928 from 19,024
Change-9,096 (-48%)
Value$283.1K (-$175.0K)
Filed 2026-10-30
Legacy Advisors, LLC
DECREASED
Shares9,926 from 40,590
Change-30,664 (-76%)
Value$283.1K (-$694.3K)
Filed 2026-10-19
Congress Park Capital LLC
INCREASED
Shares9,926 from 9,551
Change+375 (+4%)
Value$283.1K (+$53.1K)
Filed 2026-10-13
Deroy & Devereaux Private Investment Counsel Inc
INCREASED
Shares9,925 from 8,925
Change+1,000 (+11%)
Value$283 (-$214.7K)
Filed 2026-10-26
Opal Wealth Advisors, LLC
DECREASED
Shares9,922 from 10,181
Change-259 (-3%)
Value$283.0K (+$37.8K)
Filed 2026-10-16
Hardin Capital Partners, LLC
INCREASED
Shares9,901 from 9,476
Change+425 (+4%)
Value$282.4K (+$53.7K)
Filed 2026-10-09
Vista Capital Partners, Inc.
INCREASED
Shares9,852 from 9,292
Change+560 (+6%)
Value$281.0K (+$57.2K)
Filed 2026-11-06
Optivise Advisory Services LLC
DECREASED
Shares9,844 from 10,509
Change-665 (-6%)
Value$280.8K (+$27.7K)
Filed 2026-10-19
Southland Equity Partners LLC
NEW
Shares9,824
Change+9,824
Value$280.2K
Filed 2026-10-14
Northstar Asset Management Co
DECREASED
Shares9,824 from 11,074
Change-1,250 (-11%)
Value$293.2K (+$21.5K)
Filed 2026-10-22
Vanguard Capital Wealth Advisors
NEW
Shares9,800
Change+9,800
Value$279.5K
Filed 2026-10-16
Powers Advisory Group, LLC
DECREASED
Shares9,797 from 11,579
Change-1,782 (-15%)
Value$279.4K (+$605)
Filed 2026-10-14
Greatmark Investment Partners, Inc.
INCREASED
Shares9,796 from 9,621
Change+175 (+2%)
Value$279.4K (+$47.7K)
Filed 2026-10-28
Eurizon SLJ Capital Ltd
DECREASED
Shares9,791 from 9,906
Change-115 (-1%)
Value$279.2K (+$40.7K)
Filed 2026-11-06
SouthState Bank Corp
DECREASED
Shares9,789 from 10,999
Change-1,210 (-11%)
Value$279.2K (+$14.3K)
Filed 2026-11-09
Lee Financial Co
DECREASED
Shares9,760 from 10,021
Change-261 (-3%)
Value$278.3K (+$37.0K)
Filed 2026-10-16
SRH Advisors, LLC
INCREASED
Shares9,759 from 9,734
Change+25 (+0%)
Value$278.3K (+$43.9K)
Filed 2026-10-22
GHP Investment Advisors, Inc.
INCREASED
Shares9,741 from 9,384
Change+357 (+4%)
Value$277.8K (+$51.9K)
Filed 2026-10-15
MV Capital Management, Inc.
DECREASED
Shares9,732 from 10,065
Change-333 (-3%)
Value$277.6K (+$35.2K)
Filed 2026-10-29
Orrstown Financial Services Inc
UNCHANGED
Shares9,731 from 9,731
Change0 (0%)
Value$277.5K (+$43.2K)
Filed 2026-10-14
Eads & Heald Wealth Management
INCREASED
Shares9,677 from 9,119
Change+558 (+6%)
Value$276.0K (+$56.4K)
Filed 2026-10-29
Canvas Wealth Advisors, LLC
DECREASED
Shares9,663 from 11,300
Change-1,637 (-14%)
Value$289.4K (+$17.3K)
Filed 2026-11-02
Lloyd Advisory Services, Llc.
INCREASED
Shares9,659 from 9,335
Change+324 (+3%)
Value$275.5K (+$50.7K)
Filed 2026-11-02
Gryphon Financial Partners LLC
INCREASED
Shares9,636 from 8,800
Change+836 (+10%)
Value$274.8K (+$62.9K)
Filed 2026-11-04
Falcon Wealth Planning
NEW
Shares9,623
Change+9,623
Value$274.5K
Filed 2026-11-06
Sather Financial Group Inc
DECREASED
Shares9,595 from 10,126
Change-531 (-5%)
Value$273.6K (+$29.8K)
Filed 2026-10-30
Walkner Condon Financial Advisors LLC
INCREASED
Shares9,556 from 9,433
Change+123 (+1%)
Value$272.6K (+$45.4K)
Filed 2026-11-02
Union Savings Bank
DECREASED
Shares9,539 from 10,500
Change-961 (-9%)
Value$272.1K (+$19.3K)
Filed 2026-10-14
Lincoln Capital LLC
DECREASED
Shares9,536 from 9,854
Change-318 (-3%)
Value$272.4K (+$35.1K)
Filed 2026-10-09
TMB Capital Partners, LLC
DECREASED
Shares9,526 from 9,902
Change-376 (-4%)
Value$271.7K (+$33.2K)
Filed 2026-10-20
Arsenal Capital Advisors LLC
DECREASED
Shares9,509 from 9,780
Change-271 (-3%)
Value$271.2K (+$35.7K)
Filed 2026-11-02
Barton Investment Management
INCREASED
Shares9,495 from 9,483
Change+12 (+0%)
Value$270.8K (+$42.4K)
Filed 2026-10-27
Anchyra Partners LLC
INCREASED
Shares9,477 from 9,357
Change+120 (+1%)
Value$270.3K (+$45.0K)
Filed 2026-10-13
Optima Capital LLC
INCREASED
Shares9,462 from 8,941
Change+521 (+6%)
Value$269.9K (+$54.6K)
Filed 2026-10-29
Maia Wealth LLC
DECREASED
Shares9,456 from 9,855
Change-399 (-4%)
Value$269.7K (+$32.4K)
Filed 2026-10-19
Twelve Points Wealth Management LLC
DECREASED
Shares9,452 from 9,868
Change-416 (-4%)
Value$288.5K (+$50.9K)
Filed 2026-11-03
Alliance Wealth Management Group
UNCHANGED
Shares9,449 from 9,449
Change0 (0%)
Value$269.5K (+$42.0K)
Filed 2026-10-29
Guardian Investment Management
UNCHANGED
Shares9,417 from 9,417
Change0 (0%)
Value$268.6K (+$41.8K)
Filed 2026-10-23
Guerra PAN Advisors, LLC
INCREASED
Shares9,413 from 8,783
Change+630 (+7%)
Value$277.1K (+$65.6K)
Filed 2026-10-26
Amplius Wealth Advisors, LLC
DECREASED
Shares9,393 from 14,251
Change-4,858 (-34%)
Value$267.9K (-$75.3K)
Filed 2026-10-20
Trinity Financial Advisors LLC
DECREASED
Shares9,380 from 10,259
Change-879 (-9%)
Value$267.5K (+$20.5K)
Filed 2026-10-09
Sprott Inc.
UNCHANGED
Shares9,380 from 9,380
Change0 (0%)
Value$267.5K (+$41.6K)
Filed 2026-11-09
Detalus Advisors, LLC
INCREASED
Shares9,355 from 9,309
Change+46 (+0%)
Value$266.8K (+$42.6K)
Filed 2026-10-15
Patton Albertson Miller Group, LLC
INCREASED
Shares9,329 from 9,060
Change+269 (+3%)
Value$266.1K (+$47.9K)
Filed 2026-10-26
Activest Wealth Management
INCREASED
Shares9,304 from 8,877
Change+427 (+5%)
Value$265.4K (+$51.6K)
Filed 2026-10-15
CFS Investment Advisory Services, LLC
DECREASED
Shares9,299 from 16,411
Change-7,112 (-43%)
Value$255.7K (-$143.4K)
Filed 2026-10-19
Dutch Asset Corp
DECREASED
Shares9,298 from 14,948
Change-5,650 (-38%)
Value$265.2K (-$94.8K)
Filed 2026-10-20
Vicus Capital
INCREASED
Shares9,281 from 9,139
Change+142 (+2%)
Value$264.7K (+$44.6K)
Filed 2026-11-05
HCR Wealth Advisors
NEW
Shares9,277
Change+9,277
Value$264.6K
Filed 2026-10-15
Ejmk Ventures LLC
INCREASED
Shares9,267 from 8,468
Change+799 (+9%)
Value$264.3K (+$60.4K)
Filed 2026-10-21
Mine & Arao Wealth Creation & Management, Llc.
INCREASED
Shares9,262 from 9,035
Change+227 (+3%)
Value$264.2K (+$46.6K)
Filed 2026-10-29
Alhambra Investment Management LLC
UNCHANGED
Shares9,260 from 9,260
Change0 (0%)
Value$264.1K (+$41.1K)
Filed 2026-10-15
Artesa Financial Group, LLC
DECREASED
Shares9,237 from 9,280
Change-43 (0%)
Value$263.5K (+$40.0K)
Filed 2026-10-29
Wall Street Financial Group, Inc.
INCREASED
Shares9,208 from 8,795
Change+413 (+5%)
Value$262.6K (+$50.8K)
Filed 2026-11-09
Princeton Capital Management LLC
DECREASED
Shares9,170 from 9,620
Change-450 (-5%)
Value$261.5K (+$29.9K)
Filed 2026-10-27
Rydar Equities, Inc.
DECREASED
Shares9,166 from 9,573
Change-407 (-4%)
Value$256.6K (+$17.1K)
Filed 2026-10-13
Mattern Wealth Management LLC
DECREASED
Shares9,161 from 9,242
Change-81 (-1%)
Value$261.3K (+$38.7K)
Filed 2026-11-04
Tanager Wealth Management LLP
NEW
Shares9,138
Change+9,138
Value$260.7K
Filed 2026-10-19
Global Assets Advisory, LLC
NEW
Shares9,129
Change+9,129
Value$250.2K
Filed 2026-10-28
S.A. Mason LLC
INCREASED
Shares9,127 from 9,104
Change+23 (+0%)
Value$260.3K (+$41.1K)
Filed 2026-10-13
Curran Financial Partners, LLC
DECREASED
Shares9,118 from 9,166
Change-48 (-1%)
Value$260.0K (+$39.3K)
Filed 2026-11-04
Catalyst Private Wealth, LLC
NEW
Shares9,112
Change+9,112
Value$259.9K
Filed 2026-10-13
Fortitude Advisory Group L.L.C.
DECREASED
Shares9,095 from 9,700
Change-605 (-6%)
Value$259.4K (+$25.8K)
Filed 2026-10-15
Townsend & Associates, Inc
INCREASED
Shares9,087 from 8,993
Change+94 (+1%)
Value$268.8K (+$46.2K)
Filed 2026-10-23
Pines Wealth Management, LLC
NEW
Shares9,084
Change+9,084
Value$259.1K
Filed 2026-10-21
Spartan Planning & Wealth Management
NEW
Shares9,049
Change+9,049
Value$258.1K
Filed 2026-10-13
SmartHarvest Portfolios, LLC
DECREASED
Shares9,037 from 10,217
Change-1,180 (-12%)
Value$257.7K (+$11.7K)
Filed 2026-10-26
Alpha Wealth Funds, LLC
NEW
Shares9,000
Change+9,000
Value$258.5K
Filed 2026-11-05
Roble, Belko & Company, Inc
INCREASED
Shares8,990 from 8,245
Change+745 (+9%)
Value$256 (-$198.7K)
Filed 2026-11-09
Gould Asset Management LLC
DECREASED
Shares8,968 from 9,062
Change-94 (-1%)
Value$255.8K (+$37.6K)
Filed 2026-11-06
Boyd Watterson Asset Management LLC
DECREASED
Shares8,942 from 9,360
Change-418 (-4%)
Value$255.0K (+$29.6K)
Filed 2026-11-06
Keystone Wealth Services, LLC
DECREASED
Shares8,916 from 9,081
Change-165 (-2%)
Value$256.1K (+$37.4K)
Filed 2026-11-03
Verus Financial Partners, Inc.
DECREASED
Shares8,891 from 9,013
Change-122 (-1%)
Value$253.6K (+$36.5K)
Filed 2026-10-29
FDx Advisors, Inc.
DECREASED
Shares8,883 from 10,409
Change-1,526 (-15%)
Value$253 (-$250.7K)
Filed 2026-11-09
Werba Rubin Papier Wealth Management
DECREASED
Shares8,878 from 10,583
Change-1,705 (-16%)
Value$253.2K (-$1.6K)
Filed 2026-11-06
Well Done, LLC
DECREASED
Shares8,875 from 9,470
Change-595 (-6%)
Value$253.1K (+$25.1K)
Filed 2026-10-20
Johnson Bixby & Associates, LLC
UNCHANGED
Shares8,851 from 8,851
Change0 (0%)
Value$252.4K (+$39.3K)
Filed 2026-10-14
Banque Pictet & CIE SA
NEW
Shares8,850
Change+8,850
Value$252.4K
Filed 2026-10-16
Portland Financial Advisors Inc
DECREASED
Shares8,847 from 9,232
Change-385 (-4%)
Value$252.3K (+$30.0K)
Filed 2026-10-26
Security Financial Services, Inc.
NEW
Shares8,784
Change+8,784
Value$250.5K
Filed 2026-10-29
Centurion Wealth Management LLC
DECREASED
Shares8,761 from 9,880
Change-1,119 (-11%)
Value$249.9K (+$12.0K)
Filed 2026-10-13
Joseph P. Lucia & Associates, LLC
INCREASED
Shares8,727 from 8,608
Change+119 (+1%)
Value$248.9K (+$41.6K)
Filed 2026-10-30
Schear Investment Advisers, LLC
NEW
Shares8,725
Change+8,725
Value$248.8K
Filed 2026-10-14
Tempo Wealth, LLC
DECREASED
Shares8,725 from 8,923
Change-198 (-2%)
Value$248.8K (+$34.0K)
Filed 2026-10-14
Clear Wave Wealth Management LLC
NEW
Shares8,700
Change+8,700
Value$248.1K
Filed 2026-11-04
CFM Wealth Partners LLC
DECREASED
Shares8,693 from 9,862
Change-1,169 (-12%)
Value$247.9K (+$10.4K)
Filed 2026-11-05
Certified Advisory Corp
INCREASED
Shares8,692 from 8,691
Change+1 (+0%)
Value$247.9K (+$38.6K)
Filed 2026-10-29
TPG Advisors LLC
DECREASED
Shares8,684 from 8,870
Change-186 (-2%)
Value$247.7K (+$34.1K)
Filed 2026-10-16
Urban Wealth Management, LLC
DECREASED
Shares8,683 from 9,335
Change-652 (-7%)
Value$247.6K (+$22.9K)
Filed 2026-10-21
Pekin Hardy Strauss, Inc.
DECREASED
Shares8,682 from 9,923
Change-1,241 (-13%)
Value$247.6K (+$8.6K)
Filed 2026-11-02
Invested Advisors
NEW
Shares8,672
Change+8,672
Value$247.3K
Filed 2026-10-23
Hoertkorn Richard Charles
UNCHANGED
Shares8,650 from 8,650
Change0 (0%)
Value$246.7K (+$38.4K)
Filed 2026-11-04
JBR Co Financial Management Inc
UNCHANGED
Shares8,647 from 8,647
Change0 (0%)
Value$206.5K (-$1.7K)
Filed 2026-10-13
Carson Advisory Inc.
DECREASED
Shares8,624 from 8,988
Change-364 (-4%)
Value$246.0K (+$29.5K)
Filed 2026-11-06
Smith Thornton Advisors LLC
INCREASED
Shares8,554 from 8,418
Change+136 (+2%)
Value$244.0K (+$37.9K)
Filed 2026-10-16
Sierra Summit Advisors LLC
NEW
Shares8,531
Change+8,531
Value$243.3K
Filed 2026-10-28
MBE Wealth Management, LLC
DECREASED
Shares8,513 from 8,577
Change-64 (-1%)
Value$242.8K (+$36.3K)
Filed 2026-10-26
Arcataur Capital Management LLC
UNCHANGED
Shares8,497 from 8,497
Change0 (0%)
Value$242.3K (+$37.7K)
Filed 2026-10-21
Milestone Asset Management, LLC
DECREASED
Shares8,474 from 11,924
Change-3,450 (-29%)
Value$241.7K (-$45.5K)
Filed 2026-10-15
Swiss RE LTD
INCREASED
Shares8,473 from 5,152
Change+3,321 (+64%)
Value$241.7K (+$117.6K)
Filed 2026-11-06
Demars Financial Group, LLC
NEW
Shares8,470
Change+8,470
Value$241.6K
Filed 2026-10-22
Ifrah Financial Services, Inc.
NEW
Shares8,445
Change+8,445
Value$240.8K
Filed 2026-10-13
DSG Capital Advisors, LLC
NEW
Shares8,423
Change+8,423
Value$240.2K
Filed 2026-11-05
LeConte Wealth Management, LLC
INCREASED
Shares8,404 from 8,331
Change+73 (+1%)
Value$239.7K (+$39.1K)
Filed 2026-10-20
O'Domhnaill Enterprises, Inc.
NEW
Shares8,394
Change+8,394
Value$239.4K
Filed 2026-10-29
PKS Advisory Services, LLC
UNCHANGED
Shares8,336 from 8,336
Change0 (0%)
Value$200.7K ($0)
Filed 2026-10-26
McLean Asset Management Corp
DECREASED
Shares8,324 from 8,406
Change-82 (-1%)
Value$248.7K (+$38.5K)
Filed 2026-11-06
Redmond Asset Management, LLC
DECREASED
Shares8,317 from 8,562
Change-245 (-3%)
Value$237.2K (+$31.0K)
Filed 2026-10-27
Tobam
INCREASED
Shares8,315 from 1,173
Change+7,142 (+609%)
Value$237 (-$27.8K)
Filed 2026-11-03
Northside Capital Management, LLC
NEW
Shares8,283
Change+8,283
Value$236.2K
Filed 2026-10-13
Dumont & Blake Investment Advisors LLC
DECREASED
Shares8,274 from 8,310
Change-36 (0%)
Value$236.0K (+$35.9K)
Filed 2026-10-28
Optas, LLC
DECREASED
Shares8,268 from 11,997
Change-3,729 (-31%)
Value$235.8K (-$53.1K)
Filed 2026-11-09
MRA Advisory Group
DECREASED
Shares8,221 from 9,129
Change-908 (-10%)
Value$234.5K (+$14.6K)
Filed 2026-10-07
Evermay Wealth Management LLC
DECREASED
Shares8,162 from 9,436
Change-1,274 (-13%)
Value$232.8K (+$5.6K)
Filed 2026-11-05
Marin Bay Wealth Advisors, LLC
NEW
Shares8,140
Change+8,140
Value$232.2K
Filed 2026-10-28
Heritage Family Offices, LLP
NEW
Shares8,131
Change+8,131
Value$231.9K
Filed 2026-11-02
Schmidt P J Investment Management Inc
NEW
Shares8,114
Change+8,114
Value$231.4K
Filed 2026-11-02
Mandatum Life Insurance Co Ltd
DECREASED
Shares8,095 from 8,595
Change-500 (-6%)
Value$230.9K (+$23.9K)
Filed 2026-11-06
Flynn Zito Capital Management, LLC
DECREASED
Shares8,059 from 9,543
Change-1,484 (-16%)
Value$229.8K (+$55)
Filed 2026-11-04
Beacon Capital Management, LLC
DECREASED
Shares8,052 from 8,742
Change-690 (-8%)
Value$229.6K (+$19.1K)
Filed 2026-10-23
Cdkv Holdings LLC
UNCHANGED
Shares8,047 from 8,047
Change0 (0%)
Value$229.5K (+$35.7K)
Filed 2026-10-28
RMR Wealth Builders
NEW
Shares8,030
Change+8,030
Value$229.0K
Filed 2026-10-22
Wescott Financial Advisory Group, LLC
NEW
Shares7,981
Change+7,981
Value$227.6K
Filed 2026-11-09
Levin Capital Strategies, L.P.
NEW
Shares7,966
Change+7,966
Value$227.2K
Filed 2026-11-02
Kelsey Financial, LLC
DECREASED
Shares7,964 from 9,476
Change-1,512 (-16%)
Value$227.1K (-$1.1K)
Filed 2026-10-28
Vectors Research Management, LLC
DECREASED
Shares7,956 from 8,726
Change-770 (-9%)
Value$226.9K (+$16.8K)
Filed 2026-11-09
Greenwood Gearhart LLC
NEW
Shares7,936
Change+7,936
Value$226.3K
Filed 2026-11-02
Gradient Capital Advisors, LLC
NEW
Shares7,912
Change+7,912
Value$225.7K
Filed 2026-10-21
Friday Financial
NEW
Shares7,906
Change+7,906
Value$222.3K
Filed 2026-10-09
Valley National Advisers Inc
DECREASED
Shares7,906 from 8,366
Change-460 (-5%)
Value$225.5K (+$24.0K)
Filed 2026-10-23
Moisand Fitzgerald Tamayo, LLC
INCREASED
Shares7,901 from 7,751
Change+150 (+2%)
Value$225.3K (+$38.7K)
Filed 2026-10-15
Droms Strauss Advisors Inc
NEW
Shares7,895
Change+7,895
Value$225.2K
Filed 2026-11-03
WealthPoint Financial, LLC
NEW
Shares7,886
Change+7,886
Value$224.9K
Filed 2026-11-03
Five Oceans Advisors
DECREASED
Shares7,885 from 8,388
Change-503 (-6%)
Value$224.9K (+$22.9K)
Filed 2026-10-22
apricus wealth, LLC
DECREASED
Shares7,879 from 11,154
Change-3,275 (-29%)
Value$224.7K (-$43.9K)
Filed 2026-10-26
Hennion & Walsh Asset Management, Inc.
NEW
Shares7,851
Change+7,851
Value$223.9K
Filed 2026-10-13
Journey Retirement Planning & Investment Management LLC
NEW
Shares7,768
Change+7,768
Value$221.6K
Filed 2026-10-09
W.G. Shaheen & Associates DBA Whitney & Co
NEW
Shares7,755
Change+7,755
Value$221.2K
Filed 2026-11-03
Cadinha & Co LLC
DECREASED
Shares7,752 from 12,566
Change-4,814 (-38%)
Value$221.1K (-$81.5K)
Filed 2026-10-22
Acorn Financial Advisory Services Inc
NEW
Shares7,734
Change+7,734
Value$220.6K
Filed 2026-11-02
Crusonia Wealth Advisors LLC
NEW
Shares7,726
Change+7,726
Value$220.3K
Filed 2026-10-26
Everest Financial Group LLC
NEW
Shares7,716
Change+7,716
Value$220.1K
Filed 2026-11-06
Beacon Financial Strategies Corp
UNCHANGED
Shares7,714 from 7,714
Change0 (0%)
Value$220.0K (+$34.3K)
Filed 2026-10-14
Fulton Breakefield Broenniman LLC
NEW
Shares7,705
Change+7,705
Value$219.7K
Filed 2026-11-03
MN Wealth Advisors, LLC
NEW
Shares7,702
Change+7,702
Value$219.7K
Filed 2026-10-23
Delta Investment Management, LLC
NEW
Shares7,700
Change+7,700
Value$219.6K
Filed 2026-11-09
South Shore Capital Advisors
DECREASED
Shares7,663 from 8,652
Change-989 (-11%)
Value$218.5K (+$10.2K)
Filed 2026-10-20
Summit Wealth Group, LLC
NEW
Shares7,647
Change+7,647
Value$218.1K
Filed 2026-11-09
Capstone Wealth Management Group, Inc.
DECREASED
Shares7,637 from 9,193
Change-1,556 (-17%)
Value$217.8K (-$3.6K)
Filed 2026-10-19
Smithbridge Asset Management Inc
NEW
Shares7,629
Change+7,629
Value$217.6K
Filed 2026-10-19
Bigelow Investment Advisors, LLC
DECREASED
Shares7,598 from 8,978
Change-1,380 (-15%)
Value$216.7K (+$505)
Filed 2026-10-13
Hummer Financial Advisory Services Inc
NEW
Shares7,586
Change+7,586
Value$216.4K
Filed 2026-10-09
Eclectic Associates Inc
NEW
Shares7,535
Change+7,535
Value$214.9K
Filed 2026-10-09
Bison Wealth, LLC
NEW
Shares7,520
Change+7,520
Value$213.6K
Filed 2026-10-13
North Point Portfolio Managers Corp
NEW
Shares7,488
Change+7,488
Value$213.6K
Filed 2026-10-07
Crumly & Associates Inc.
NEW
Shares7,483
Change+7,483
Value$213.4K
Filed 2026-10-07
Leisure Capital Management
NEW
Shares7,482
Change+7,482
Value$213.4K
Filed 2026-11-03
Partners in Financial Planning
DECREASED
Shares7,466 from 8,604
Change-1,138 (-13%)
Value$212.9K (+$5.7K)
Filed 2026-11-06
BKM Wealth Management, LLC
DECREASED
Shares7,452 from 8,652
Change-1,200 (-14%)
Value$212.5K (+$4.2K)
Filed 2026-10-22
Kelman-Lazarov, Inc.
NEW
Shares7,437
Change+7,437
Value$212.1K
Filed 2026-11-09
Pavion Blue Capital, LLC
NEW
Shares7,422
Change+7,422
Value$211.7K
Filed 2026-11-05
Cultivar Capital, Inc.
DECREASED
Shares7,418 from 8,413
Change-995 (-12%)
Value$211.6K (+$9.0K)
Filed 2026-10-14
Sutton Place Investors LLC
DECREASED
Shares7,416 from 8,626
Change-1,210 (-14%)
Value$211.5K (+$3.8K)
Filed 2026-10-20
Prosperity Financial Group, Inc.
NEW
Shares7,414
Change+7,414
Value$211.5K
Filed 2026-10-29
Privium Fund Management B.V.
NEW
Shares7,406
Change+7,406
Value$211.2K
Filed 2026-11-03
Good Steward Wealth Advisors,LLC
DECREASED
Shares7,392 from 9,640
Change-2,248 (-23%)
Value$210.8K (-$21.3K)
Filed 2026-11-06
WIN Advisors, Inc
NEW
Shares7,383
Change+7,383
Value$210.6K
Filed 2026-11-06
Winebrenner Capital Management LLC
NEW
Shares7,381
Change+7,381
Value$210.5K
Filed 2026-10-07
Values Added Financial LLC
NEW
Shares7,380
Change+7,380
Value$210.5K
Filed 2026-10-28
Spurstone Advisory Services, LLC
UNCHANGED
Shares7,344 from 7,344
Change0 (0%)
Value$206.5K (+$31.1K)
Filed 2026-11-02
Wright Wealth LLC
NEW
Shares7,343
Change+7,343
Value$209.4K
Filed 2026-10-29
Quantum Financial Advisors, LLC
NEW
Shares7,341
Change+7,341
Value$209.4K
Filed 2026-11-03
Westover Capital Advisors, LLC
NEW
Shares7,319
Change+7,319
Value$208.7K
Filed 2026-10-26
Centennial Bank
INCREASED
Shares7,305 from 7,108
Change+197 (+3%)
Value$208.3K (+$37.2K)
Filed 2026-11-09
Monument Capital Management
DECREASED
Shares7,283 from 8,759
Change-1,476 (-17%)
Value$207.7K (-$3.2K)
Filed 2026-10-09
Legacy Private Trust Co.
NEW
Shares7,275
Change+7,275
Value$207.5K
Filed 2026-10-06
Hall Capital Management Co Inc
NEW
Shares7,243
Change+7,243
Value$206.6K
Filed 2026-11-09
Artemis Wealth Advisors, LLC
NEW
Shares7,238
Change+7,238
Value$206.4K
Filed 2026-11-05
Affinity Capital Advisors, LLC
NEW
Shares7,227
Change+7,227
Value$204.4K
Filed 2026-10-13
Redwood Financial Network Corp
NEW
Shares7,204
Change+7,204
Value$205.5K
Filed 2026-11-03
Blake Schutter Theil Wealth Advisors, LLC
NEW
Shares7,200
Change+7,200
Value$205.3K
Filed 2026-11-02
Blue Bell Private Wealth Management, LLC
DECREASED
Shares7,185 from 8,388
Change-1,203 (-14%)
Value$204.9K (+$2.9K)
Filed 2026-10-29
Seamount Financial Group Inc
NEW
Shares7,184
Change+7,184
Value$204.9K
Filed 2026-10-21
Brown Shipley& Co Ltd
DECREASED
Shares7,167 from 7,530
Change-363 (-5%)
Value$204.4K (+$23.1K)
Filed 2026-10-09
Annex Advisory Services, LLC
NEW
Shares7,151
Change+7,151
Value$203.9K
Filed 2026-10-16
High Note Wealth, LLC
INCREASED
Shares7,151 from 6,475
Change+676 (+10%)
Value$203.9K (+$48.0K)
Filed 2026-10-27
Nabity-Jensen Investment Management Inc
NEW
Shares7,133
Change+7,133
Value$203.4K
Filed 2026-10-23
Insight Advisors, LLC/ PA
NEW
Shares7,123
Change+7,123
Value$203.1K
Filed 2026-10-22
Asset Allocation Strategies LLC
NEW
Shares7,089
Change+7,089
Value$202.2K
Filed 2026-10-20
City Center Advisors, LLC
NEW
Shares7,081
Change+7,081
Value$202.0K
Filed 2026-10-08
Richard C. Young & Co., Ltd.
DECREASED
Shares7,078 from 113,356
Change-106,278 (-94%)
Value$201.9K (-$2.5M)
Filed 2026-11-04
Presilium Private Wealth, LLC
NEW
Shares7,067
Change+7,067
Value$201.5K
Filed 2026-10-26
Albion Financial Group
UNCHANGED
Shares7,059 from 7,059
Change0 (0%)
Value$201.3K (+$31.3K)
Filed 2026-10-21
Fiduciary Financial Group, LLC
NEW
Shares7,058
Change+7,058
Value$201.3K
Filed 2026-10-13
TFR Capital, Llc.
NEW
Shares7,054
Change+7,054
Value$201.2K
Filed 2026-11-09
Drive Wealth Management, LLC
DECREASED
Shares7,030 from 8,612
Change-1,582 (-18%)
Value$200.5K (-$6.9K)
Filed 2026-11-09
Fusion Capital, LLC
NEW
Shares7,026
Change+7,026
Value$200.4K
Filed 2026-10-28
Meriwether Wealth & Planning, LLC
DECREASED
Shares6,946 from 8,780
Change-1,834 (-21%)
Value$198.1K (-$13.3K)
Filed 2026-10-13
Maseco LLP
DECREASED
Shares6,932 from 7,281
Change-349 (-5%)
Value$197.8K (+$22.6K)
Filed 2026-10-27
Meramec Financial Planners, LLC
DECREASED
Shares6,897 from 8,431
Change-1,534 (-18%)
Value$202.7K (-$5.3K)
Filed 2026-11-09
CRA Financial Services, LLC
NEW
Shares6,892
Change+6,892
Value$196.6K
Filed 2026-10-16
Reap Financial Group, LLC
INCREASED
Shares6,843 from 6,242
Change+601 (+10%)
Value$195.2K (+$44.8K)
Filed 2026-11-02
Laraway Financial Advisors Inc
DECREASED
Shares6,759 from 7,159
Change-400 (-6%)
Value$192.8K (+$20.4K)
Filed 2026-11-09
Clean Yield Group
UNCHANGED
Shares6,673 from 6,673
Change0 (0%)
Value$190.3K (+$29.6K)
Filed 2026-10-28
Latitude Advisors, LLC
DECREASED
Shares6,664 from 10,916
Change-4,252 (-39%)
Value$190.1K (-$72.8K)
Filed 2026-10-27
Financial Network Wealth Advisors LLC
INCREASED
Shares6,500 from 6,438
Change+62 (+1%)
Value$185.4K (+$30.4K)
Filed 2026-10-28
Jnba Financial Advisors
DECREASED
Shares6,492 from 6,949
Change-457 (-7%)
Value$185.1K (+$17.8K)
Filed 2026-11-03
Hartford Financial Management Inc.
UNCHANGED
Shares6,429 from 6,429
Change0 (0%)
Value$183.4K (+$28.5K)
Filed 2026-10-21
Gen-Wealth Partners Inc
DECREASED
Shares6,342 from 6,648
Change-306 (-5%)
Value$180.9K (+$20.8K)
Filed 2026-11-04
Plante Moran Financial Advisors, LLC
DECREASED
Shares6,340 from 11,175
Change-4,835 (-43%)
Value$180.8K (-$88.3K)
Filed 2026-11-04
Bell Investment Advisors, Inc
INCREASED
Shares6,191 from 4,641
Change+1,550 (+33%)
Value$176.6K (+$64.8K)
Filed 2026-10-29
Asset Planning,Inc
DECREASED
Shares6,188 from 6,735
Change-547 (-8%)
Value$176.5K (+$14.3K)
Filed 2026-10-26
N.E.W. Advisory Services LLC
DECREASED
Shares6,062 from 6,188
Change-126 (-2%)
Value$172.9K (+$23.9K)
Filed 2026-11-09
True Wealth Design, LLC
INCREASED
Shares5,938 from 4,118
Change+1,820 (+44%)
Value$169.4K (+$70.2K)
Filed 2026-10-13
Covestor Ltd
DECREASED
Shares5,797 from 5,829
Change-32 (-1%)
Value$165 (-$139.8K)
Filed 2026-10-30
Creative Capital Management Investments LLC
DECREASED
Shares5,789 from 5,911
Change-122 (-2%)
Value$165.1K (+$22.8K)
Filed 2026-10-28
New England Capital Financial Advisors LLC
INCREASED
Shares5,766 from 5,713
Change+53 (+1%)
Value$164.4K (+$26.9K)
Filed 2026-11-03
West Paces Advisors Inc.
INCREASED
Shares5,756 from 2,704
Change+3,052 (+113%)
Value$164.2K (+$99.1K)
Filed 2026-10-13
Chapman Financial Group, LLC
DECREASED
Shares5,600 from 6,998
Change-1,398 (-20%)
Value$159.7K (-$8.8K)
Filed 2026-10-26
First Community Trust NA
DECREASED
Shares5,595 from 7,880
Change-2,285 (-29%)
Value$159.6K (-$30.2K)
Filed 2026-10-07
Markowski Investments
INCREASED
Shares5,582 from 5,538
Change+44 (+1%)
Value$159.2K (+$25.8K)
Filed 2026-10-30
Compass Wealth Management LLC
NEW
Shares5,571
Change+5,571
Value$158.9K
Filed 2026-10-22
TrustBank
INCREASED
Shares5,505 from 4,257
Change+1,248 (+29%)
Value$157.0K (+$54.5K)
Filed 2026-10-20
First Command Advisory Services, Inc.
DECREASED
Shares5,443 from 8,442
Change-2,999 (-36%)
Value$155.2K (-$48.0K)
Filed 2026-11-05
Hoey Investments, Inc
DECREASED
Shares5,431 from 5,827
Change-396 (-7%)
Value$154.9K (+$14.6K)
Filed 2026-10-29
Advantage Trust Co
UNCHANGED
Shares5,353 from 5,353
Change0 (0%)
Value$152.7K (+$23.8K)
Filed 2026-10-19
Vision Financial Markets LLC
DECREASED
Shares5,342 from 5,752
Change-410 (-7%)
Value$150.7K (+$13.2K)
Filed 2026-10-22
GK Wealth Management LLC
NEW
Shares5,154
Change+5,154
Value$147.0K
Filed 2026-10-09
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares5,130 from 5,130
Change0 (0%)
Value$146.3K (+$22.8K)
Filed 2026-10-30
Hoese & Co LLP
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$142.6K (+$22.3K)
Filed 2026-10-21
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$143 (-$119.9K)
Filed 2026-11-02
Atlas Capital Advisors Inc.
INCREASED
Shares4,992 from 4,856
Change+136 (+3%)
Value$506.9K (+$390.0K)
Filed 2026-11-09
Lipe & Dalton
UNCHANGED
Shares4,954 from 4,954
Change0 (0%)
Value$141 (+$22)
Filed 2026-10-15
First United Bank & Trust
DECREASED
Shares4,880 from 4,895
Change-15 (0%)
Value$139.2K (+$21.3K)
Filed 2026-10-22
Livelsberger Financial Advisory
NEW
Shares4,819
Change+4,819
Value$137.4K
Filed 2026-10-28
Pacific Center for Financial Services
INCREASED
Shares4,782 from 4,775
Change+7 (+0%)
Value$136.4K (+$21.4K)
Filed 2026-10-15
Financial Management Professionals, Inc.
INCREASED
Shares4,698 from 4,666
Change+32 (+1%)
Value$134.0K (+$21.6K)
Filed 2026-10-23
Canton Hathaway, LLC
UNCHANGED
Shares4,654 from 4,654
Change0 (0%)
Value$132.7K (+$20.7K)
Filed 2026-10-23
Quaker Wealth Management, LLC
INCREASED
Shares4,632 from 3,608
Change+1,024 (+28%)
Value$132.1K (+$45.2K)
Filed 2026-10-22
Owl Creek Wealth Partners LLC
INCREASED
Shares4,600 from 4,246
Change+354 (+8%)
Value$131.2K (+$28.9K)
Filed 2026-10-20
Smallwood Wealth Investment Management, LLC
INCREASED
Shares4,588 from 4,500
Change+88 (+2%)
Value$130.9K (+$22.5K)
Filed 2026-10-30
Cranbrook Wealth Management, LLC
UNCHANGED
Shares4,512 from 4,512
Change0 (0%)
Value$128.7K (+$20.0K)
Filed 2026-10-28
Trifecta Capital Advisors, LLC
INCREASED
Shares4,377 from 4,277
Change+100 (+2%)
Value$124.8K (+$21.8K)
Filed 2026-10-21
West Branch Capital LLC
UNCHANGED
Shares4,359 from 4,359
Change0 (0%)
Value$124.3K (+$19.4K)
Filed 2026-10-20
Darwin Wealth Management, LLC
INCREASED
Shares4,316 from 1,354
Change+2,962 (+219%)
Value$123.1K (+$90.5K)
Filed 2026-11-09
Rachor Investment Advisory Services, LLC
INCREASED
Shares4,271 from 4,212
Change+59 (+1%)
Value$121.8K (+$20.4K)
Filed 2026-10-29
Toth Financial Advisory Corp
INCREASED
Shares4,249 from 4,200
Change+49 (+1%)
Value$121.2K (+$20.0K)
Filed 2026-10-08
Private Wealth Management Group, LLC
INCREASED
Shares4,241 from 3,822
Change+419 (+11%)
Value$120.9K (+$28.9K)
Filed 2026-10-19
Financial Freedom, LLC
NEW
Shares4,191
Change+4,191
Value$119.5K
Filed 2026-11-06
Peck Wealth Management, LLC
UNCHANGED
Shares4,119 from 4,119
Change0 (0%)
Value$117.5K (+$18.3K)
Filed 2026-10-29
University of Texas S AM Investment Management Co
DECREASED
Shares4,069 from 165,020
Change-160,951 (-98%)
Value$116.0K (-$3.9M)
Filed 2026-11-03
Maj Invest Holding A/S
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$114 (+$18)
Filed 2026-10-27
Bayban
UNCHANGED
Shares3,945 from 3,945
Change0 (0%)
Value$95.0K ($0)
Filed 2026-11-05
Country Trust Bank
DECREASED
Shares3,897 from 4,233
Change-336 (-8%)
Value$111.1K (+$9.2K)
Filed 2026-10-30
Buck Wealth Strategies, LLC
INCREASED
Shares3,892 from 3,426
Change+466 (+14%)
Value$111.0K (+$28.5K)
Filed 2026-10-28
CGC Financial Services, LLC
UNCHANGED
Shares3,888 from 3,888
Change0 (0%)
Value$110.9K (+$17.3K)
Filed 2026-10-13
Southern Michigan Bank & Trust
DECREASED
Shares3,885 from 3,910
Change-25 (-1%)
Value$110.8K (+$16.6K)
Filed 2026-10-19
Wolff Wiese Magana LLC
DECREASED
Shares3,754 from 3,854
Change-100 (-3%)
Value$107.1K (+$14.3K)
Filed 2026-10-15
Coastline Trust Co
UNCHANGED
Shares3,625 from 3,625
Change0 (0%)
Value$103.4K (+$16.1K)
Filed 2026-10-01
Quest 10 Wealth Builders, Inc.
INCREASED
Shares3,423 from 2,092
Change+1,331 (+64%)
Value$97.6K (+$47.3K)
Filed 2026-11-02
Silver Grove Financial Group, Inc.
INCREASED
Shares3,422 from 3,353
Change+69 (+2%)
Value$97.6K (+$16.8K)
Filed 2026-11-05
Balance Wealth Partners LLC
NEW
Shares3,327
Change+3,327
Value$94.9K
Filed 2026-10-27
Elevated Capital Advisors, LLC
DECREASED
Shares3,321 from 21,185
Change-17,864 (-84%)
Value$94.7K (-$415.4K)
Filed 2026-11-04
Lodestone Wealth Management LLC
DECREASED
Shares3,314 from 3,503
Change-189 (-5%)
Value$94.5K (+$10.2K)
Filed 2026-10-14
Fairman Group, LLC
INCREASED
Shares3,300 from 3,288
Change+12 (+0%)
Value$94.1K (+$15.0K)
Filed 2026-10-26
Fairscale Capital, LLC
UNCHANGED
Shares3,280 from 3,280
Change0 (0%)
Value$100.1K (+$21.1K)
Filed 2026-11-04
RMG Wealth Management LLC
UNCHANGED
Shares3,210 from 3,210
Change0 (0%)
Value$97.0K (+$12.5K)
Filed 2026-10-26
PlanVest Financial, Inc
INCREASED
Shares3,207 from 3,193
Change+14 (+0%)
Value$91.5K (+$14.6K)
Filed 2026-11-09
WPG Advisers, LLC
DECREASED
Shares3,200 from 3,354
Change-154 (-5%)
Value$91.3K (+$10.5K)
Filed 2026-10-27
Mascoma Wealth Management LLC
INCREASED
Shares3,098 from 1,994
Change+1,104 (+55%)
Value$88.4K (+$40.4K)
Filed 2026-10-23
Foresight Capital Management Advisors, Inc.
NEW
Shares3,020
Change+3,020
Value$86.1K
Filed 2026-10-27
Bochk Asset Management Ltd
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$85.6K (+$13.3K)
Filed 2026-10-29
POM Investment Strategies, LLC
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$85.6K (+$13.3K)
Filed 2026-10-20
Mainstream Capital Management LLC
NEW
Shares2,964
Change+2,964
Value$84.5K
Filed 2026-10-23
Planning Strategies Inc.
INCREASED
Shares2,958 from 2,869
Change+89 (+3%)
Value$84.4K (+$15.3K)
Filed 2026-10-02
American Capital Advisory, LLC
INCREASED
Shares2,933 from 2,842
Change+91 (+3%)
Value$83.7K (+$15.2K)
Filed 2026-10-28
Vestor Capital, LLC
INCREASED
Shares2,921 from 2,500
Change+421 (+17%)
Value$543 (+$491)
Filed 2026-11-04
Fiduciary Advisors, Inc.
INCREASED
Shares2,861 from 2,818
Change+43 (+2%)
Value$81.6K (+$13.7K)
Filed 2026-10-16
Kings Path Partners LLC
UNCHANGED
Shares2,850 from 2,850
Change0 (0%)
Value$81.3K (+$12.7K)
Filed 2026-10-21
Roxbury Financial LLC
INCREASED
Shares2,790 from 2,781
Change+9 (+0%)
Value$79.6K (+$12.6K)
Filed 2026-10-01
Rosenberg Matthew Hamilton
UNCHANGED
Shares2,722 from 2,722
Change0 (0%)
Value$77.6K (+$12.1K)
Filed 2026-10-05
Acumen Wealth Advisors, LLC
INCREASED
Shares2,667 from 2,624
Change+43 (+2%)
Value$76.1K (+$12.9K)
Filed 2026-11-05
Highline Wealth Partners LLC
INCREASED
Shares2,657 from 2,356
Change+301 (+13%)
Value$75.8K (+$19.0K)
Filed 2026-10-19
Tsfg, LLC
DECREASED
Shares2,653 from 4,874
Change-2,221 (-46%)
Value$76 (-$116.9K)
Filed 2026-10-23
Bullock Wealth Management Group
INCREASED
Shares2,640 from 2,630
Change+10 (+0%)
Value$74.2K (+$11.4K)
Filed 2026-10-09
Tidemark, LLC
INCREASED
Shares2,630 from 2,521
Change+109 (+4%)
Value$75.0K (+$14.3K)
Filed 2026-11-09
Wilkerson Advisory Group LLC
DECREASED
Shares2,627 from 2,885
Change-258 (-9%)
Value$74.9K (+$5.4K)
Filed 2026-10-20
Salomon & Ludwin, LLC
DECREASED
Shares2,615 from 2,847
Change-232 (-8%)
Value$74.6K (+$6.6K)
Filed 2026-10-29
Kennebec Savings Bank
UNCHANGED
Shares2,600 from 2,600
Change0 (0%)
Value$74.2K (+$11.5K)
Filed 2026-10-22
Elevation Wealth Partners, LLC
INCREASED
Shares2,541 from 1,702
Change+839 (+49%)
Value$72.5K (+$31.5K)
Filed 2026-10-07
Security National Bank
UNCHANGED
Shares2,522 from 2,522
Change0 (0%)
Value$71.9K (+$11.2K)
Filed 2026-10-26
Adkins Seale Capital Management LLC
UNCHANGED
Shares2,511 from 2,511
Change0 (0%)
Value$71.6K (+$11.1K)
Filed 2026-10-27
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares2,383 from 803
Change+1,580 (+197%)
Value$68.0K (+$48.6K)
Filed 2026-10-16
MB, Levis & Associates, LLC
DECREASED
Shares2,355 from 3,886
Change-1,531 (-39%)
Value$67.2K (-$26.4K)
Filed 2026-10-16
Hara Capital LLC
INCREASED
Shares2,251 from 2,248
Change+3 (+0%)
Value$64.2K (+$10.1K)
Filed 2026-10-30
PFS Partners, LLC
DECREASED
Shares2,196 from 2,478
Change-282 (-11%)
Value$62.6K (+$3.0K)
Filed 2026-10-21
Entrust Financial LLC
DECREASED
Shares2,194 from 2,610
Change-416 (-16%)
Value$62.6K (-$264)
Filed 2026-11-04
Fortitude Family Office, LLC
INCREASED
Shares2,148 from 1,243
Change+905 (+73%)
Value$61.3K (+$31.3K)
Filed 2026-10-14
TFC Financial Management, Inc.
DECREASED
Shares2,123 from 2,329
Change-206 (-9%)
Value$60.5K (+$4.5K)
Filed 2026-10-26
Birchbrook, Inc.
UNCHANGED
Shares2,121 from 2,121
Change0 (0%)
Value$60.5K (+$9.4K)
Filed 2026-10-14
Virginia Estate & Retirement Planning Advisors Inc.
INCREASED
Shares2,119 from 2,114
Change+5 (+0%)
Value$60.4K (+$9.5K)
Filed 2026-10-14
Signature Equity Partners, LLC
INCREASED
Shares2,067 from 907
Change+1,160 (+128%)
Value$58.9K (+$37.1K)
Filed 2026-10-29
Cornerstone National Bank & Trust Co
INCREASED
Shares2,065 from 1,500
Change+565 (+38%)
Value$58.1K (+$22.2K)
Filed 2026-10-20
Cherry Tree Wealth Management, LLC
INCREASED
Shares2,057 from 2,038
Change+19 (+1%)
Value$58.7K (+$9.6K)
Filed 2026-10-15
Arlington Trust Co LLC
INCREASED
Shares2,035 from 280
Change+1,755 (+627%)
Value$58.0K (+$51.3K)
Filed 2026-10-20
Tradewinds Capital Management, LLC
UNCHANGED
Shares1,976 from 1,976
Change0 (0%)
Value$56.4K (+$8.8K)
Filed 2026-10-23
James T. Borello RIA
INCREASED
Shares1,970 from 1,912
Change+58 (+3%)
Value$56.2K (+$10.1K)
Filed 2026-10-16
Avion Wealth
INCREASED
Shares1,906 from 1,719
Change+187 (+11%)
Value$54 (-$40.9K)
Filed 2026-11-04
Addison Advisors LLC
INCREASED
Shares1,883 from 1,801
Change+82 (+5%)
Value$53.7K (+$10.3K)
Filed 2026-11-06
Financial Consulate, Inc
DECREASED
Shares1,876 from 2,017
Change-141 (-7%)
Value$53.5K (+$4.9K)
Filed 2026-10-23
Glass Jacobson Investment Advisors llc
DECREASED
Shares1,870 from 1,957
Change-87 (-4%)
Value$53.3K (+$6.2K)
Filed 2026-10-26
IFS Advisors, LLC
UNCHANGED
Shares1,820 from 1,820
Change0 (0%)
Value$51.9K (+$8.1K)
Filed 2026-10-14
Steph & Co
INCREASED
Shares1,751 from 1,695
Change+56 (+3%)
Value$49.9K (+$9.1K)
Filed 2026-10-07
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares1,744 from 1,744
Change0 (0%)
Value$49.8K (+$7.7K)
Filed 2026-10-23
Cedar Mountain Advisors, LLC
INCREASED
Shares1,703 from 1,691
Change+12 (+1%)
Value$48.6K (+$7.8K)
Filed 2026-10-15
Investment Research & Advisory Group, Inc.
INCREASED
Shares1,703 from 1,702
Change+1 (+0%)
Value$54.7K (+$8.7K)
Filed 2026-10-19
Hurley Capital, LLC
DECREASED
Shares1,656 from 1,663
Change-7 (0%)
Value$47.2K (+$7.2K)
Filed 2026-11-05
Hughes Financial Services, LLC
INCREASED
Shares1,642 from 1,324
Change+318 (+24%)
Value$49.2K (+$17.3K)
Filed 2026-10-30
Transce3nd, LLC
NEW
Shares1,630
Change+1,630
Value$48.7K
Filed 2026-10-26
Greykasell Wealth Strategies, Inc.
UNCHANGED
Shares1,614 from 1,614
Change0 (0%)
Value$46.0K (+$7.2K)
Filed 2026-11-09
Birchwood Financial Partners, Inc.
INCREASED
Shares1,593 from 1,515
Change+78 (+5%)
Value$45.4K (+$9.0K)
Filed 2026-11-02
William Mack & Associates, Inc.
NEW
Shares1,556
Change+1,556
Value$44.4K
Filed 2026-10-27
Abound Wealth Management
INCREASED
Shares1,548 from 1,183
Change+365 (+31%)
Value$44.1K (+$15.6K)
Filed 2026-10-26
Polaris Financial Partners
NEW
Shares1,481
Change+1,481
Value$43
Filed 2026-10-02
Joseph Group Capital Management
INCREASED
Shares1,425 from 804
Change+621 (+77%)
Value$40.6K (+$21.3K)
Filed 2026-11-04
Daytona Street Capital LLC
UNCHANGED
Shares1,390 from 1,390
Change0 (0%)
Value$38.1K (+$4.3K)
Filed 2026-10-15
Robbins Farley
INCREASED
Shares1,386 from 1,127
Change+259 (+23%)
Value$39.5K (+$12.4K)
Filed 2026-10-21
GGM Financial LLC
INCREASED
Shares1,295 from 870
Change+425 (+49%)
Value$36.9K (+$16.0K)
Filed 2026-11-05
IAG Wealth Partners, LLC
INCREASED
Shares1,289 from 1,280
Change+9 (+1%)
Value$36.8K (+$5.9K)
Filed 2026-11-06
Tower View Wealth Management LLC
INCREASED
Shares1,280 from 1,261
Change+19 (+2%)
Value$36.5K (+$6.1K)
Filed 2026-10-23
Holos Integrated Wealth LLC
INCREASED
Shares1,230 from 672
Change+558 (+83%)
Value$36.2K (+$20.0K)
Filed 2026-10-23
Morton Brown Family Wealth, LLC
INCREASED
Shares1,181 from 1,079
Change+102 (+9%)
Value$33.7K (+$7.7K)
Filed 2026-10-23
DeDora Capital, Inc.
NEW
Shares1,170
Change+1,170
Value$33.4K
Filed 2026-10-26
Evolution Wealth Management Inc.
DECREASED
Shares1,154 from 1,264
Change-110 (-9%)
Value$32.9K (+$2.5K)
Filed 2026-10-28
Richardson Financial Services Inc.
DECREASED
Shares1,111 from 2,258
Change-1,147 (-51%)
Value$31.7K (-$22.7K)
Filed 2026-10-30
DiNuzzo Private Wealth, Inc.
DECREASED
Shares1,102 from 1,122
Change-20 (-2%)
Value$31.4K (+$4.4K)
Filed 2026-10-16
Beutel, Goodman & Co Ltd.
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$31 (+$5)
Filed 2026-11-04
Old Second National Bank of Aurora
UNCHANGED
Shares1,080 from 1,080
Change0 (0%)
Value$30.8K (+$4.8K)
Filed 2026-10-22
Dynamic Wealth Strategies, LLC
UNCHANGED
Shares1,065 from 1,065
Change0 (0%)
Value$30.4K (+$4.7K)
Filed 2026-10-16
Paladin Advisory Group, LLC
DECREASED
Shares1,060 from 1,408
Change-348 (-25%)
Value$30.2K (-$3.7K)
Filed 2026-11-09
IMG Wealth Management, Inc.
INCREASED
Shares1,055 from 983
Change+72 (+7%)
Value$30.1K (+$6.4K)
Filed 2026-10-27
Godfrey Financial Associates, Inc.
INCREASED
Shares1,048 from 1,041
Change+7 (+1%)
Value$29.9K (+$4.8K)
Filed 2026-11-10
Atlantic Private Wealth, LLC
UNCHANGED
Shares1,042 from 1,042
Change0 (0%)
Value$29.7K (+$4.6K)
Filed 2026-11-09
Horizon Financial Services, LLC
DECREASED
Shares1,018 from 1,349
Change-331 (-25%)
Value$29.0K (-$3.5K)
Filed 2026-11-04
Downshift Financial, LLC
DECREASED
Shares1,015 from 1,028
Change-13 (-1%)
Value$28.9K (+$4.2K)
Filed 2026-10-13
Bare Financial Services, Inc
UNCHANGED
Shares1,013 from 1,013
Change0 (0%)
Value$28.9K (+$4.5K)
Filed 2026-11-04
Redwood Park Advisors LLC
INCREASED
Shares1,000 from 986
Change+14 (+1%)
Value$28.5K (+$4.8K)
Filed 2026-11-02
Cetera Trust Company, N.a
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$28.5K (+$4.4K)
Filed 2026-11-09
Princeton Global Asset Management LLC
UNCHANGED
Shares933 from 933
Change0 (0%)
Value$26.6K (+$4.1K)
Filed 2026-10-21
Navigoe, LLC
DECREASED
Shares927 from 930
Change-3 (0%)
Value$26 (+$4)
Filed 2026-11-04
Syntax Research, Inc.
UNCHANGED
Shares871 from 871
Change0 (0%)
Value$24.8K (+$3.9K)
Filed 2026-11-04
Dogwood Wealth Management LLC
INCREASED
Shares865 from 498
Change+367 (+74%)
Value$24.7K (+$12.7K)
Filed 2026-11-09
Retirement Wealth Solutions LLC
INCREASED
Shares861 from 352
Change+509 (+145%)
Value$24.5K (+$16.1K)
Filed 2026-10-07
Harbor Asset Planning, Inc.
UNCHANGED
Shares850 from 850
Change0 (0%)
Value$24.2K (+$3.8K)
Filed 2026-10-23
DecisionPoint Financial, LLC
INCREASED
Shares836 from 39
Change+797 (+2044%)
Value$23.5K (+$22.6K)
Filed 2026-10-27
Marquette Asset Management, LLC
UNCHANGED
Shares832 from 832
Change0 (0%)
Value$23.7K (+$3.7K)
Filed 2026-10-09
Godsey & Gibb, Inc
INCREASED
Shares806 from 778
Change+28 (+4%)
Value$23.0K (+$4.3K)
Filed 2026-10-14
Tounjian Advisory Partners, LLC
INCREASED
Shares800 from 776
Change+24 (+3%)
Value$22.8K (+$4.1K)
Filed 2026-11-04
UMB Private Wealth Management, LLC
NEW
Shares795
Change+795
Value$22.7K
Filed 2026-10-19
Bay Harbor Wealth Management, LLC
DECREASED
Shares791 from 2,605
Change-1,814 (-70%)
Value$22.6K (-$40.2K)
Filed 2026-11-03
GoalVest Advisory LLC
DECREASED
Shares788 from 924
Change-136 (-15%)
Value$22.5K (+$224)
Filed 2026-10-02
Fairway Wealth LLC
INCREASED
Shares719 from 319
Change+400 (+125%)
Value$20.5K (+$12.8K)
Filed 2026-10-30
High Point Wealth Management, LLC
NEW
Shares715
Change+715
Value$20.4K
Filed 2026-11-05
10Elms LLP
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$20.0K (+$3.1K)
Filed 2026-11-06
KFG LLC
NEW
Shares698
Change+698
Value$19.9K
Filed 2026-11-02
Friedenthal Financial
NEW
Shares681
Change+681
Value$19.4K
Filed 2026-10-27
Rothwell Investment Advisors, LLC
NEW
Shares675
Change+675
Value$19.2K
Filed 2026-11-06
Aspect Partners, LLC
INCREASED
Shares669 from 577
Change+92 (+16%)
Value$19.1K (+$5.2K)
Filed 2026-10-20
Dorato Capital Management
UNCHANGED
Shares655 from 655
Change0 (0%)
Value$18.3K (+$2.5K)
Filed 2026-10-08
Highland Investment Advisors LLC
UNCHANGED
Shares645 from 645
Change0 (0%)
Value$18.4K (+$2.9K)
Filed 2026-11-09
Kozak & Associates, Inc.
INCREASED
Shares644 from 637
Change+7 (+1%)
Value$19.0K (+$3.7K)
Filed 2026-10-29
Sfam, LLC
UNCHANGED
Shares629 from 629
Change0 (0%)
Value$17.9K (+$2.8K)
Filed 2026-11-03
Goodman Advisory Group, LLC
NEW
Shares614
Change+614
Value$17.5K
Filed 2026-11-02
Gilpin Wealth Management, LLC
INCREASED
Shares609 from 406
Change+203 (+50%)
Value$17.4K (+$7.6K)
Filed 2026-10-09
J. R. Prunier Capital Management LLC
INCREASED
Shares587 from 579
Change+8 (+1%)
Value$16.8K (+$2.8K)
Filed 2026-11-09
Phillip James Consulting Co.
UNCHANGED
Shares581 from 581
Change0 (0%)
Value$16.6K (+$2.6K)
Filed 2026-11-03
Kingdom Financial Group Llc.
DECREASED
Shares572 from 587
Change-15 (-3%)
Value$16.3K (+$2.2K)
Filed 2026-11-04
Mosley Wealth Management
INCREASED
Shares568 from 499
Change+69 (+14%)
Value$16.7K (+$4.7K)
Filed 2026-10-16
Atlantic Edge Private Wealth Management, LLC
DECREASED
Shares567 from 692
Change-125 (-18%)
Value$16.2K (-$493)
Filed 2026-10-20
Align Financial, LLC
INCREASED
Shares546 from 514
Change+32 (+6%)
Value$15.6K (+$3.2K)
Filed 2026-10-16
Comprehensive Financial Planning, Inc.
INCREASED
Shares527 from 524
Change+3 (+1%)
Value$15.1K (+$2.4K)
Filed 2026-10-27
StrongBox Wealth, LLC
DECREASED
Shares500 from 1,000
Change-500 (-50%)
Value$14.3K (-$9.8K)
Filed 2026-11-02
Carota Wealth Management
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$14.3K (+$2.2K)
Filed 2026-11-03
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares491 from 3,422
Change-2,931 (-86%)
Value$14.0K (-$68.4K)
Filed 2026-10-14
Clark Wealth Partners
INCREASED
Shares489 from 311
Change+178 (+57%)
Value$13.9K (+$6.5K)
Filed 2026-10-19
LAM Group, Inc.
UNCHANGED
Shares483 from 483
Change0 (0%)
Value$13.8K (+$2.1K)
Filed 2026-10-26
United Financial Planning Group LLC
UNCHANGED
Shares458 from 458
Change0 (0%)
Value$13.1K (+$2.0K)
Filed 2026-11-04
Putney Financial Group LLC
NEW
Shares454
Change+454
Value$12.9K
Filed 2026-10-30
Carolina Wealth Advisors, LLC
NEW
Shares451
Change+451
Value$12.9K
Filed 2026-10-23
Hager Investment Management Services, LLC
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$12.8K (+$2.0K)
Filed 2026-11-04
Piscataqua Savings Bank
UNCHANGED
Shares439 from 439
Change0 (0%)
Value$12.5K (+$2.0K)
Filed 2026-10-21
Horrell Capital Management, Inc.
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$11.4K (+$1.8K)
Filed 2026-10-08
Payden & Rygel
DECREASED
Shares380 from 311,580
Change-311,200 (-100%)
Value$11 (-$7.5M)
Filed 2026-10-28
Marshall & Sterling Wealth Advisors Inc.
INCREASED
Shares376 from 331
Change+45 (+14%)
Value$10.7K (+$2.8K)
Filed 2026-10-28
Main Street Group, LTD
INCREASED
Shares366 from 362
Change+4 (+1%)
Value$10.4K (+$1.7K)
Filed 2026-10-28
Burk Holdings LLC
DECREASED
Shares346 from 454
Change-108 (-24%)
Value$9.9K (-$1.1K)
Filed 2026-11-05
Prudent Man Investment Management, Inc.
INCREASED
Shares343 from 100
Change+243 (+243%)
Value$9.8K (+$7.3K)
Filed 2026-11-03
Sunrise Financial Services, LLC
DECREASED
Shares335 from 455
Change-120 (-26%)
Value$9.6K (-$1.4K)
Filed 2026-10-21
Keystone Financial Group, Inc.
INCREASED
Shares323 from 318
Change+5 (+2%)
Value$9.2K (+$1.5K)
Filed 2026-10-13
Breakwater Investment Management
INCREASED
Shares322 from 259
Change+63 (+24%)
Value$9.2K (+$2.9K)
Filed 2026-10-20
Centerpoint Advisors, LLC
DECREASED
Shares291 from 3,152
Change-2,861 (-91%)
Value$8 (-$76.0K)
Filed 2026-11-05
Valued Wealth Advisors LLC
INCREASED
Shares270 from 180
Change+90 (+50%)
Value$7.7K (+$3.4K)
Filed 2026-11-05
McCarley & Cook Financial Planners
UNCHANGED
Shares270 from 270
Change0 (0%)
Value$7.7K (+$1.2K)
Filed 2026-10-21
Montgomery Financial Services LLC
DECREASED
Shares259 from 262
Change-3 (-1%)
Value$7.4K (+$1.1K)
Filed 2026-11-03
Signature Resources Capital Management, LLC
DECREASED
Shares250 from 373
Change-123 (-33%)
Value$7.1K (-$1.9K)
Filed 2026-10-16
J.Safra Asset Management Corp
UNCHANGED
Shares220 from 220
Change0 (0%)
Value$6.3K (+$976)
Filed 2026-11-03
CKW Financial Group
DECREASED
Shares218 from 1,475
Change-1,257 (-85%)
Value$6 (-$29)
Filed 2026-10-29
Burkett Financial Services, LLC
INCREASED
Shares208 from 205
Change+3 (+1%)
Value$5.9K (+$999)
Filed 2026-10-01
Mountain Hill Investment Partners Corp.
INCREASED
Shares204 from 147
Change+57 (+39%)
Value$5.8K (+$2.3K)
Filed 2026-10-23
Picton Mahoney Asset Management
NEW
Shares200
Change+200
Value$5.7K
Filed 2026-11-09
Chung Wu Investment Group, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$5.7K (+$888)
Filed 2026-11-03
Midwest Capital Advisors, LLC
INCREASED
Shares190 from 90
Change+100 (+111%)
Value$5.4K (+$3.3K)
Filed 2026-11-04
CrossGen Wealth, LLC
UNCHANGED
Shares187 from 187
Change0 (0%)
Value$5.3K (+$830)
Filed 2026-10-30
WestEnd Advisors, LLC
UNCHANGED
Shares169 from 169
Change0 (0%)
Value$4.8K (+$750)
Filed 2026-10-27
Bradley & Co. Private Wealth Management, LLC
UNCHANGED
Shares160 from 160
Change0 (0%)
Value$4.6K (+$711)
Filed 2026-10-23
Pacifica Partners Inc.
UNCHANGED
Shares154 from 154
Change0 (0%)
Value$4.3K (+$585)
Filed 2026-10-09
Walsh & Associates, LLC
NEW
Shares150
Change+150
Value$4.3K
Filed 2026-11-09
LFA - Lugano Financial Advisors SA
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$4.3K (+$666)
Filed 2026-11-03
Accordant Advisory Group Inc
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$4.3K (+$666)
Filed 2026-10-29
Clayton Financial Group LLC
NEW
Shares146
Change+146
Value$4.2K
Filed 2026-10-13
Davis Capital Management
INCREASED
Shares140 from 137
Change+3 (+2%)
Value$4.0K (+$694)
Filed 2026-10-08
Three Bridge Wealth Advisors, LLC
NEW
Shares129
Change+129
Value$3.7K
Filed 2026-11-05
Portfolio Resources Advisor Group, Inc.
NEW
Shares126
Change+126
Value$3.6K
Filed 2026-10-20
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED
Shares115 from 115
Change0 (0%)
Value$3.3K (+$510)
Filed 2026-10-07
PayPay Securities Corp
DECREASED
Shares108 from 255
Change-147 (-58%)
Value$3.1K (-$3.1K)
Filed 2026-10-27
Inspire Investing, LLC
UNCHANGED
Shares106 from 106
Change0 (0%)
Value$3.0K (+$471)
Filed 2026-10-22
Louisbourg Investments Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$2.9K (+$444)
Filed 2026-10-20
Miller Wealth Advisors, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$2.9K (+$444)
Filed 2026-11-02
Next Level Wealth Planning, LLC
NEW
Shares88
Change+88
Value$2.5K
Filed 2026-10-29
Paladin Partners, LLC
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$2.3K (+$356)
Filed 2026-10-06
Affinity Wealth LLC
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$2.3K (+$446)
Filed 2026-11-03
Farmers & Merchants Trust Co of Chambersburg PA
NEW
Shares72
Change+72
Value$2
Filed 2026-10-14
Monetary Solutions, Ltd
INCREASED
Shares62 from 50
Change+12 (+24%)
Value$1.8K (+$564)
Filed 2026-10-22
Barnes Dennig Private Wealth Management LLC
INCREASED
Shares57 from 40
Change+17 (+43%)
Value$1.6K (+$663)
Filed 2026-10-30
Networth Advisors, LLC
INCREASED
Shares52 from 51
Change+1 (+2%)
Value$1.5K (+$249)
Filed 2026-11-03
Eukles Asset Management
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$1.3K (+$199)
Filed 2026-11-04
Strengthening Families & Communities, LLC
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$663 (+$103)
Filed 2026-10-21
Bear Mountain Capital, Inc.
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$684 (+$132)
Filed 2026-11-04
3 Factor Indexing, LLC
DECREASED
Shares20 from 21
Change-1 (-5%)
Value$571 (+$65)
Filed 2026-10-15
Morse Asset Management, Inc
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$513 (+$80)
Filed 2026-11-09
Maryland Capital Advisors Inc.
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$428 (+$66)
Filed 2026-10-15
Global Trust Asset Management, LLC
DECREASED
Shares14 from 611
Change-597 (-98%)
Value$393 (-$14.3K)
Filed 2026-10-19
Philadelphia Investment Partners, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$285 (+$44)
Filed 2026-11-09
Gleason Group, Inc.
NEW
Shares1
Change+1
Value$18
Filed 2026-10-15
Sound Shore Management Inc
CLOSED
Shares0 from 3,820,117
Change-3,820,117 (-100%)
Value$0 (-$92.0M)
Filed 2026-11-06
OFI Invest Asset Management
CLOSED
Shares0 from 751,408
Change-751,408 (-100%)
Value$0 (-$15.8M)
Filed 2026-11-06
WP Advisors, LLC
CLOSED
Shares0 from 477,354
Change-477,354 (-100%)
Value$0 (-$11.5M)
Filed 2026-10-22
Private Advisory Group LLC
CLOSED
Shares0 from 254,299
Change-254,299 (-100%)
Value$0 (-$6.1M)
Filed 2026-11-06
Imc-Chicago, LLC
CLOSED
Shares0 from 173,689
Change-173,689 (-100%)
Value$0 (-$4.2M)
Filed 2026-11-05
111 Capital
CLOSED
Shares0 from 153,909
Change-153,909 (-100%)
Value$0 (-$3.7M)
Filed 2026-11-03
Graphene Investments SAS
CLOSED
Shares0 from 138,200
Change-138,200 (-100%)
Value$0 (-$3.3M)
Filed 2026-10-22
Machina Capital S.A.S.
CLOSED
Shares0 from 127,147
Change-127,147 (-100%)
Value$0 (-$3.1M)
Filed 2026-11-05
Ellerson Group Inc
CLOSED
Shares0 from 116,067
Change-116,067 (-100%)
Value$0 (-$2.8M)
Filed 2026-11-04
Hixon Zuercher, LLC
CLOSED
Shares0 from 84,017
Change-84,017 (-100%)
Value$0 (-$2.0M)
Filed 2026-10-13
Wellington Shields & Co., LLC
CLOSED
Shares0 from 74,795
Change-74,795 (-100%)
Value$0 (-$1.8M)
Filed 2026-11-03
Nine Masts Capital Ltd
CLOSED
Shares0 from 68,200
Change-68,200 (-100%)
Value$0 (-$1.6M)
Filed 2026-11-09
Commonwealth Financial Services, LLC
CLOSED
Shares0 from 51,813
Change-51,813 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-20
Hussman Strategic Advisors, Inc.
CLOSED
Shares0 from 42,000
Change-42,000 (-100%)
Value$0 (-$1.0M)
Filed 2026-11-02
A. D. Beadell Investment Counsel, Inc.
CLOSED
Shares0 from 30,875
Change-30,875 (-100%)
Value$0 (-$743)
Filed 2026-10-14
TritonPoint Partners, LLC
CLOSED
Shares0 from 30,834
Change-30,834 (-100%)
Value$0 (-$742.5K)
Filed 2026-11-05
Heritage Wealth Management, Inc. s
CLOSED
Shares0 from 23,597
Change-23,597 (-100%)
Value$0 (-$568.2K)
Filed 2026-11-06
Wolverine Asset Management LLC
CLOSED
Shares0 from 22,809
Change-22,809 (-100%)
Value$0 (-$549.2K)
Filed 2026-11-02
Asahi Life Asset Management Co., Ltd.
CLOSED
Shares0 from 21,868
Change-21,868 (-100%)
Value$0 (-$526.6K)
Filed 2026-11-06
Burns Matteson Capital Management, LLC
CLOSED
Shares0 from 20,337
Change-20,337 (-100%)
Value$0 (-$489.7K)
Filed 2026-10-16
MQS Management LLC
CLOSED
Shares0 from 20,082
Change-20,082 (-100%)
Value$0 (-$483.6K)
Filed 2026-11-06
iA Global Asset Management Inc.
CLOSED
Shares0 from 18,683
Change-18,683 (-100%)
Value$0 (-$450.0K)
Filed 2026-10-29
Investment House LLC
CLOSED
Shares0 from 18,005
Change-18,005 (-100%)
Value$0 (-$433.6K)
Filed 2026-10-21
Brady Martz Wealth Solutions, LLC
CLOSED
Shares0 from 17,701
Change-17,701 (-100%)
Value$0 (-$426.2K)
Filed 2026-11-05
4Wealth Advisors, Inc.
CLOSED
Shares0 from 16,017
Change-16,017 (-100%)
Value$0 (-$390.3K)
Filed 2026-10-13
Michael J. Porro & Co. Financial Advisors, Inc.
CLOSED
Shares0 from 16,006
Change-16,006 (-100%)
Value$0 (-$385.4K)
Filed 2026-10-16
Capstone Capital Management Ltd
CLOSED
Shares0 from 14,840
Change-14,840 (-100%)
Value$0 (-$357.3K)
Filed 2026-10-21
Vaughan & Co Securities, Inc.
CLOSED
Shares0 from 14,258
Change-14,258 (-100%)
Value$0 (-$343.3K)
Filed 2026-10-23
Wealth Group, Ltd.
CLOSED
Shares0 from 13,923
Change-13,923 (-100%)
Value$0 (-$335.0K)
Filed 2026-10-30
Integrated Financial Solutions, Inc.
CLOSED
Shares0 from 13,581
Change-13,581 (-100%)
Value$0 (-$327.0K)
Filed 2026-10-09
One Way Holdings LLC
CLOSED
Shares0 from 13,368
Change-13,368 (-100%)
Value$0 (-$321.9K)
Filed 2026-10-29
Chesapeake Capital Corp
CLOSED
Shares0 from 13,236
Change-13,236 (-100%)
Value$0 (-$318.7K)
Filed 2026-11-09
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 13,191
Change-13,191 (-100%)
Value$0 (-$317.6K)
Filed 2026-11-03
West Michigan Advisors, LLC
CLOSED
Shares0 from 12,820
Change-12,820 (-100%)
Value$0 (-$308.7K)
Filed 2026-11-09
Carolina Wealth Management Inc
CLOSED
Shares0 from 11,835
Change-11,835 (-100%)
Value$0 (-$285.0K)
Filed 2026-10-29
Precedent Wealth Partners, LLC
CLOSED
Shares0 from 11,016
Change-11,016 (-100%)
Value$0 (-$265.3K)
Filed 2026-10-21
Orba Wealth Advisors, L.L.C.
CLOSED
Shares0 from 10,245
Change-10,245 (-100%)
Value$0 (-$246.7K)
Filed 2026-10-23
Sun Group Wealth Partners
CLOSED
Shares0 from 10,180
Change-10,180 (-100%)
Value$0 (-$245.1K)
Filed 2026-10-26
WealthCare Asset Management, LLC
CLOSED
Shares0 from 10,068
Change-10,068 (-100%)
Value$0 (-$242.4K)
Filed 2026-10-26
Johnson Financial Group, LLC
CLOSED
Shares0 from 9,382
Change-9,382 (-100%)
Value$0 (-$225.9K)
Filed 2026-11-03
Renaissance Investment Group LLC
CLOSED
Shares0 from 9,150
Change-9,150 (-100%)
Value$0 (-$220.3K)
Filed 2026-10-28
Teamwork Financial Advisors, LLC
CLOSED
Shares0 from 8,809
Change-8,809 (-100%)
Value$0 (-$212.1K)
Filed 2026-10-19
Paragon Private Wealth Management, LLC
CLOSED
Shares0 from 8,704
Change-8,704 (-100%)
Value$0 (-$209.6K)
Filed 2026-10-20
55 North Private Wealth, LLC
CLOSED
Shares0 from 8,489
Change-8,489 (-100%)
Value$0 (-$204.4K)
Filed 2026-10-20
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 6,896
Change-6,896 (-100%)
Value$0 (-$166.1K)
Filed 2026-10-26
LifeSteps Financial, Inc.
CLOSED
Shares0 from 5,307
Change-5,307 (-100%)
Value$0 (-$127.8K)
Filed 2026-10-15
Cornerstone Planning Group LLC
CLOSED
Shares0 from 4,546
Change-4,546 (-100%)
Value$0 (-$112.8K)
Filed 2026-10-16
Sherman Asset Management, Inc.
CLOSED
Shares0 from 3,497
Change-3,497 (-100%)
Value$0 (-$84.2K)
Filed 2026-11-05
Gill Capital Partners, LLC
CLOSED
Shares0 from 2,993
Change-2,993 (-100%)
Value$0 (-$72.1K)
Filed 2026-10-13
Solstein Capital, LLC
CLOSED
Shares0 from 2,903
Change-2,903 (-100%)
Value$0 (-$69.9K)
Filed 2026-11-02
Heritage Wealth Advisors
CLOSED
Shares0 from 2,636
Change-2,636 (-100%)
Value$0 (-$63.5K)
Filed 2026-11-09
State of Wyoming
CLOSED
Shares0 from 2,176
Change-2,176 (-100%)
Value$0 (-$52.4K)
Filed 2026-10-28
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 1,989
Change-1,989 (-100%)
Value$0 (-$47.9K)
Filed 2026-10-26
Strategic Wealth Advisors LLC
CLOSED
Shares0 from 1,775
Change-1,775 (-100%)
Value$0 (-$44)
Filed 2026-11-06
Robinswood Financial LLC
CLOSED
Shares0 from 1,524
Change-1,524 (-100%)
Value$0 (-$36.7K)
Filed 2026-10-20
Copeland Capital Management, LLC
CLOSED
Shares0 from 1,494
Change-1,494 (-100%)
Value$0 (-$36.0K)
Filed 2026-10-13
Obsidian CIO, LLC
CLOSED
Shares0 from 1,249
Change-1,249 (-100%)
Value$0 (-$30.1K)
Filed 2026-11-05
Bullseye Investment Management, LLC
CLOSED
Shares0 from 1,178
Change-1,178 (-100%)
Value$0 (-$28.4K)
Filed 2026-10-29
Wellington Grp LLC
CLOSED
Shares0 from 870
Change-870 (-100%)
Value$0 (-$24.4K)
Filed 2026-11-06
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 322
Change-322 (-100%)
Value$0 (-$7.7K)
Filed 2026-10-29
Newton One Investments LLC
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$4.8K)
Filed 2026-10-14
Islay Capital Management, LLC
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$4.8K)
Filed 2026-10-20
Ball & Co Wealth Management Inc.
CLOSED
Shares0 from 194
Change-194 (-100%)
Value$0 (-$4)
Filed 2026-11-05
Atlatl Advisers LLC
CLOSED
Shares0 from 164
Change-164 (-100%)
Value$0 (-$3.9K)
Filed 2026-10-22
Stone House Investment Management, LLC
CLOSED
Shares0 from 112
Change-112 (-100%)
Value$0 (-$2.7K)
Filed 2026-10-23
Whipplewood Advisors, LLC
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$2.4K)
Filed 2026-10-20
Sankala Group LLC
CLOSED
Shares0 from 36
Change-36 (-100%)
Value$0 (-$977)
Filed 2026-11-09
Halbert Hargrove Global Advisors, LLC
CLOSED
Shares0 from 17
Change-17 (-100%)
Value$0 (-$420)
Filed 2026-10-16
Evolution Advisers, Inc.
CLOSED
Shares0 from 7
Change-7 (-100%)
Value$0 ($0)
Filed 2026-11-06
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$255.6K (+$41.8K)
Filed 2026-10-29
BlackRock, Inc.
N/A
Shares— from 529,670,433
Change-529,670,433 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 372,149,852
Change-372,149,852 (-100%)
Value—
State Street Corp
N/A
Shares— from 307,090,897
Change-307,090,897 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 119,235,030
Change-119,235,030 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 96,345,452
Change-96,345,452 (-100%)
Value—
Norges Bank
N/A
Shares— from 61,505,586
Change-61,505,586 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 59,084,573
Change-59,084,573 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 56,551,011
Change-56,551,011 (-100%)
Value—
State Farm Mutual Automobile Insurance Co
N/A
Shares— from 54,508,560
Change-54,508,560 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 52,991,850
Change-52,991,850 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 52,548,228
Change-52,548,228 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 43,588,109
Change-43,588,109 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 43,233,122
Change-43,233,122 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 36,157,306
Change-36,157,306 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 32,814,260
Change-32,814,260 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 32,005,869
Change-32,005,869 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 29,307,209
Change-29,307,209 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 27,826,078
Change-27,826,078 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 23,010,244
Change-23,010,244 (-100%)
Value—
Capital World Investors
N/A
Shares— from 22,218,190
Change-22,218,190 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 21,818,803
Change-21,818,803 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 20,825,845
Change-20,825,845 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 20,193,675
Change-20,193,675 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 18,557,891
Change-18,557,891 (-100%)
Value—
UBS Group AG
N/A
Shares— from 18,148,158
Change-18,148,158 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 17,799,594
Change-17,799,594 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 17,261,993
Change-17,261,993 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 16,793,903
Change-16,793,903 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 16,704,156
Change-16,704,156 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 16,584,797
Change-16,584,797 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 16,043,812
Change-16,043,812 (-100%)
Value—
FMR LLC
N/A
Shares— from 15,397,294
Change-15,397,294 (-100%)
Value—
Unisphere Establishment
N/A
Shares— from 14,650,000
Change-14,650,000 (-100%)
Value—
National Pension Service
N/A
Shares— from 14,530,439
Change-14,530,439 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 14,517,091
Change-14,517,091 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 14,445,787
Change-14,445,787 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 14,364,565
Change-14,364,565 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 12,896,296
Change-12,896,296 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 12,875,264
Change-12,875,264 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 12,795,058
Change-12,795,058 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 11,942,054
Change-11,942,054 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 11,271,181
Change-11,271,181 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 10,704,871
Change-10,704,871 (-100%)
Value—
FIL Ltd
N/A
Shares— from 10,482,713
Change-10,482,713 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 10,281,652
Change-10,281,652 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 9,980,325
Change-9,980,325 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 9,513,242
Change-9,513,242 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 9,152,541
Change-9,152,541 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 9,052,386
Change-9,052,386 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 8,609,603
Change-8,609,603 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 7,731,197
Change-7,731,197 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 7,718,545
Change-7,718,545 (-100%)
Value—
Brandes Investment Partners, LP
N/A
Shares— from 7,634,806
Change-7,634,806 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 6,760,868
Change-6,760,868 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 6,662,243
Change-6,662,243 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 6,547,246
Change-6,547,246 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 6,258,004
Change-6,258,004 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 6,191,186
Change-6,191,186 (-100%)
Value—
Susquehanna Advisors Group, Inc.
N/A
Shares— from 6,000,000
Change-6,000,000 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 5,414,297
Change-5,414,297 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 5,389,638
Change-5,389,638 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 5,127,377
Change-5,127,377 (-100%)
Value—
Aviva PLC
N/A
Shares— from 4,977,327
Change-4,977,327 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 4,835,552
Change-4,835,552 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 4,830,581
Change-4,830,581 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 4,720,917
Change-4,720,917 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 4,638,683
Change-4,638,683 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 4,423,296
Change-4,423,296 (-100%)
Value—
Diamond Hill Capital Management, LLC (Investment Advisor)
N/A
Shares— from 4,210,499
Change-4,210,499 (-100%)
Value—
APG Asset Management N.V.
N/A
Shares— from 4,179,623
Change-4,179,623 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 3,927,083
Change-3,927,083 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 3,912,107
Change-3,912,107 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 3,801,302
Change-3,801,302 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 3,686,223
Change-3,686,223 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 3,628,237
Change-3,628,237 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 3,503,491
Change-3,503,491 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 3,457,889
Change-3,457,889 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 3,414,310
Change-3,414,310 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 3,364,482
Change-3,364,482 (-100%)
Value—
Nan Shan Life Insurance Co., Ltd.
N/A
Shares— from 3,306,108
Change-3,306,108 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 3,258,876
Change-3,258,876 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 3,234,701
Change-3,234,701 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 3,183,708
Change-3,183,708 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 3,137,191
Change-3,137,191 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 3,111,232
Change-3,111,232 (-100%)
Value—
Deerfield Management Company, L.P.
N/A
Shares— from 3,040,000
Change-3,040,000 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 3,035,990
Change-3,035,990 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 2,906,592
Change-2,906,592 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 2,819,076
Change-2,819,076 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 2,789,125
Change-2,789,125 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 2,737,508
Change-2,737,508 (-100%)
Value—
Epoch Investment Partners, Inc.
N/A
Shares— from 2,723,573
Change-2,723,573 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 2,717,196
Change-2,717,196 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 2,712,410
Change-2,712,410 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 2,703,246
Change-2,703,246 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 2,693,994
Change-2,693,994 (-100%)
Value—
Allianz SE
N/A
Shares— from 2,683,370
Change-2,683,370 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 2,669,765
Change-2,669,765 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,661,858
Change-2,661,858 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 2,658,388
Change-2,658,388 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 2,635,085
Change-2,635,085 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 2,614,654
Change-2,614,654 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 2,611,252
Change-2,611,252 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 2,439,019
Change-2,439,019 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 2,425,453
Change-2,425,453 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 2,417,136
Change-2,417,136 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 2,414,370
Change-2,414,370 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 2,394,026
Change-2,394,026 (-100%)
Value—
LGT Group Foundation
N/A
Shares— from 2,367,455
Change-2,367,455 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 2,348,395
Change-2,348,395 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 2,338,682
Change-2,338,682 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 2,319,414
Change-2,319,414 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 2,312,826
Change-2,312,826 (-100%)
Value—
Clal Insurance Enterprises Holdings Ltd
N/A
Shares— from 2,234,000
Change-2,234,000 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 2,179,317
Change-2,179,317 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 2,154,713
Change-2,154,713 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 2,136,780
Change-2,136,780 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 2,136,557
Change-2,136,557 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 2,026,203
Change-2,026,203 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,993,256
Change-1,993,256 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 1,971,885
Change-1,971,885 (-100%)
Value—
Thornburg Investment Management Inc
N/A
Shares— from 1,970,004
Change-1,970,004 (-100%)
Value—
Causeway Capital Management LLC
N/A
Shares— from 1,916,801
Change-1,916,801 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 1,908,608
Change-1,908,608 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,883,141
Change-1,883,141 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 1,816,537
Change-1,816,537 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 1,806,609
Change-1,806,609 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 1,792,996
Change-1,792,996 (-100%)
Value—
Defilade Capital Management, L.P.
N/A
Shares— from 1,771,743
Change-1,771,743 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 1,770,761
Change-1,770,761 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 1,756,923
Change-1,756,923 (-100%)
Value—
Crawford Investment Counsel Inc
N/A
Shares— from 1,735,218
Change-1,735,218 (-100%)
Value—
Commerce Bank
N/A
Shares— from 1,666,812
Change-1,666,812 (-100%)
Value—
Talaria Asset Management Pty Ltd
N/A
Shares— from 1,656,200
Change-1,656,200 (-100%)
Value—
Tredje Ap-fonden
N/A
Shares— from 1,568,204
Change-1,568,204 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 1,475,301
Change-1,475,301 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 1,455,651
Change-1,455,651 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 1,448,821
Change-1,448,821 (-100%)
Value—
Blair William & Co
N/A
Shares— from 1,406,138
Change-1,406,138 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 1,393,942
Change-1,393,942 (-100%)
Value—
Edgar Lomax Co
N/A
Shares— from 1,365,777
Change-1,365,777 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 1,303,824
Change-1,303,824 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 1,245,945
Change-1,245,945 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 1,232,817
Change-1,232,817 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 1,204,284
Change-1,204,284 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 1,178,232
Change-1,178,232 (-100%)
Value—
South Dakota Investment Council
N/A
Shares— from 1,166,118
Change-1,166,118 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 1,165,477
Change-1,165,477 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 1,161,607
Change-1,161,607 (-100%)
Value—
Ruffer LLP
N/A
Shares— from 1,126,006
Change-1,126,006 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 1,070,303
Change-1,070,303 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 1,059,033
Change-1,059,033 (-100%)
Value—
Varma Mutual Pension Insurance Co
N/A
Shares— from 1,055,663
Change-1,055,663 (-100%)
Value—
Fairfax Financial Holdings LTD/ CAN
N/A
Shares— from 1,043,900
Change-1,043,900 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 1,018,817
Change-1,018,817 (-100%)
Value—
Sector Gamma AS
N/A
Shares— from 1,004,215
Change-1,004,215 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 999,888
Change-999,888 (-100%)
Value—
Huber Capital Management LLC
N/A
Shares— from 984,335
Change-984,335 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 978,887
Change-978,887 (-100%)
Value—
Saudi Central Bank
N/A
Shares— from 976,902
Change-976,902 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 976,104
Change-976,104 (-100%)
Value—
AustralianSuper Pty Ltd
N/A
Shares— from 968,550
Change-968,550 (-100%)
Value—
Berkley W R Corp
N/A
Shares— from 965,537
Change-965,537 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 931,152
Change-931,152 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 916,205
Change-916,205 (-100%)
Value—
Man Group plc
N/A
Shares— from 912,739
Change-912,739 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 902,308
Change-902,308 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 900,827
Change-900,827 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 899,074
Change-899,074 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 889,436
Change-889,436 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 879,706
Change-879,706 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 873,428
Change-873,428 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 869,213
Change-869,213 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 868,402
Change-868,402 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 864,528
Change-864,528 (-100%)
Value—
LGT Fund Management Co Ltd.
N/A
Shares— from 857,783
Change-857,783 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 857,605
Change-857,605 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 853,057
Change-853,057 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 834,735
Change-834,735 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 811,104
Change-811,104 (-100%)
Value—
BNP Paribas
N/A
Shares— from 810,791
Change-810,791 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 808,429
Change-808,429 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 802,396
Change-802,396 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 795,895
Change-795,895 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 793,315
Change-793,315 (-100%)
Value—
Susquehanna Fundamental Investments, LLC
N/A
Shares— from 787,252
Change-787,252 (-100%)
Value—
Capital International Sarl
N/A
Shares— from 785,251
Change-785,251 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 784,645
Change-784,645 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 763,834
Change-763,834 (-100%)
Value—
&partners
N/A
Shares— from 754,925
Change-754,925 (-100%)
Value—
ING Groep NV
N/A
Shares— from 748,214
Change-748,214 (-100%)
Value—
Elo Mutual Pension Insurance Co
N/A
Shares— from 747,091
Change-747,091 (-100%)
Value—
Goodman Financial Corp
N/A
Shares— from 746,502
Change-746,502 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 744,034
Change-744,034 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 742,927
Change-742,927 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 741,336
Change-741,336 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 730,345
Change-730,345 (-100%)
Value—
Andra Ap-fonden
N/A
Shares— from 728,273
Change-728,273 (-100%)
Value—
Mediolanum International Funds Ltd
N/A
Shares— from 720,894
Change-720,894 (-100%)
Value—
Prudential PLC
N/A
Shares— from 719,586
Change-719,586 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 717,192
Change-717,192 (-100%)
Value—
Intesa Sanpaolo S.p.A.
N/A
Shares— from 701,043
Change-701,043 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 697,936
Change-697,936 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 697,000
Change-697,000 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 691,757
Change-691,757 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 687,769
Change-687,769 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 678,377
Change-678,377 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 652,887
Change-652,887 (-100%)
Value—
Ilmarinen Mutual Pension Insurance Co
N/A
Shares— from 647,000
Change-647,000 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 635,140
Change-635,140 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 634,638
Change-634,638 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 632,863
Change-632,863 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 614,061
Change-614,061 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 571,286
Change-571,286 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 561,203
Change-561,203 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 556,133
Change-556,133 (-100%)
Value—
Quinn Opportunity Partners LLC
N/A
Shares— from 536,728
Change-536,728 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 531,671
Change-531,671 (-100%)
Value—
Schwerin Boyle Capital Management Inc
N/A
Shares— from 529,743
Change-529,743 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 524,704
Change-524,704 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 520,623
Change-520,623 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 514,459
Change-514,459 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 512,324
Change-512,324 (-100%)
Value—
Vinva Investment Management Ltd
N/A
Shares— from 510,661
Change-510,661 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 502,925
Change-502,925 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 501,500
Change-501,500 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 497,582
Change-497,582 (-100%)
Value—
Allstate Corp
N/A
Shares— from 488,127
Change-488,127 (-100%)
Value—
Susquehanna Portfolio Strategies, LLC
N/A
Shares— from 485,837
Change-485,837 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 477,198
Change-477,198 (-100%)
Value—
Callahan Advisors, LLC
N/A
Shares— from 471,052
Change-471,052 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 469,672
Change-469,672 (-100%)
Value—
Adapt Investment Managers SA
N/A
Shares— from 465,783
Change-465,783 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 465,004
Change-465,004 (-100%)
Value—
Kahn Brothers Group Inc
N/A
Shares— from 464,001
Change-464,001 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 458,762
Change-458,762 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 453,303
Change-453,303 (-100%)
Value—
Ally Financial Inc.
N/A
Shares— from 446,000
Change-446,000 (-100%)
Value—
Commerzbank Aktiengesellschaft
N/A
Shares— from 444,778
Change-444,778 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 442,396
Change-442,396 (-100%)
Value—
Capital International LTD
N/A
Shares— from 439,717
Change-439,717 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 435,000
Change-435,000 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 433,531
Change-433,531 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 429,762
Change-429,762 (-100%)
Value—
Systematic Alpha Investments, LLC
N/A
Shares— from 424,515
Change-424,515 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 419,584
Change-419,584 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 411,666
Change-411,666 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 398,549
Change-398,549 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 390,045
Change-390,045 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 381,414
Change-381,414 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 378,806
Change-378,806 (-100%)
Value—
Capital International, Inc.
N/A
Shares— from 376,556
Change-376,556 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 375,974
Change-375,974 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 365,411
Change-365,411 (-100%)
Value—
Kentucky Retirement Systems
N/A
Shares— from 358,649
Change-358,649 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 345,681
Change-345,681 (-100%)
Value—
Caisse DES Depots ET Consignations
N/A
Shares— from 344,210
Change-344,210 (-100%)
Value—
Algert Global LLC
N/A
Shares— from 343,130
Change-343,130 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 338,399
Change-338,399 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 337,845
Change-337,845 (-100%)
Value—
Freestone Grove Partners LP
N/A
Shares— from 335,530
Change-335,530 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 335,343
Change-335,343 (-100%)
Value—
Stephens Inc
N/A
Shares— from 335,032
Change-335,032 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 332,178
Change-332,178 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 330,300
Change-330,300 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 327,905
Change-327,905 (-100%)
Value—
Estabrook Capital Management
N/A
Shares— from 324,099
Change-324,099 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 321,367
Change-321,367 (-100%)
Value—
Beacon Harbor Wealth Advisors, Inc.
N/A
Shares— from 316,281
Change-316,281 (-100%)
Value—
Socorro Asset Management LP
N/A
Shares— from 315,112
Change-315,112 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 313,644
Change-313,644 (-100%)
Value—
Longfellow Investment Management Co LLC
N/A
Shares— from 301,435
Change-301,435 (-100%)
Value—
Stamos Capital Partners, L.P.
N/A
Shares— from 297,285
Change-297,285 (-100%)
Value—
Claret Asset Management Corp
N/A
Shares— from 297,108
Change-297,108 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 286,435
Change-286,435 (-100%)
Value—
Sphera Funds Management Ltd.
N/A
Shares— from 286,000
Change-286,000 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 285,238
Change-285,238 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 281,791
Change-281,791 (-100%)
Value—
Hamilton Capital Partners Inc.
N/A
Shares— from 278,825
Change-278,825 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 278,148
Change-278,148 (-100%)
Value—
Ossiam
N/A
Shares— from 275,753
Change-275,753 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 274,859
Change-274,859 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 271,406
Change-271,406 (-100%)
Value—
Bruce & Co., Inc.
N/A
Shares— from 268,200
Change-268,200 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 260,990
Change-260,990 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 259,039
Change-259,039 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 258,994
Change-258,994 (-100%)
Value—
Bcwm, LLC
N/A
Shares— from 256,871
Change-256,871 (-100%)
Value—
Ilex Capital Partners (UK) LLP
N/A
Shares— from 253,878
Change-253,878 (-100%)
Value—
Adar1 Capital Management, LLC
N/A
Shares— from 252,400
Change-252,400 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 251,314
Change-251,314 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 250,040
Change-250,040 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 248,937
Change-248,937 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 247,206
Change-247,206 (-100%)
Value—
Cutler Capital Management, LLC
N/A
Shares— from 245,185
Change-245,185 (-100%)
Value—
Round Hill Asset Management
N/A
Shares— from 242,134
Change-242,134 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 242,132
Change-242,132 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 241,469
Change-241,469 (-100%)
Value—
Te Ahumairangi Investment Management Ltd
N/A
Shares— from 237,946
Change-237,946 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 237,703
Change-237,703 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 237,694
Change-237,694 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 236,223
Change-236,223 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 235,637
Change-235,637 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 234,637
Change-234,637 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 233,380
Change-233,380 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 233,339
Change-233,339 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 232,102
Change-232,102 (-100%)
Value—
Fairholme Capital Management LLC
N/A
Shares— from 231,000
Change-231,000 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 230,993
Change-230,993 (-100%)
Value—
Siemens Fonds Invest GmbH
N/A
Shares— from 226,573
Change-226,573 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 223,079
Change-223,079 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 223,046
Change-223,046 (-100%)
Value—
Northwest & Ethical Investments L.P.
N/A
Shares— from 221,058
Change-221,058 (-100%)
Value—
P.A.W. Capital Corp
N/A
Shares— from 217,050
Change-217,050 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 213,162
Change-213,162 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 212,065
Change-212,065 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 211,962
Change-211,962 (-100%)
Value—
Humankind Investments LLC
N/A
Shares— from 211,000
Change-211,000 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 210,188
Change-210,188 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 209,089
Change-209,089 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 208,930
Change-208,930 (-100%)
Value—
DCM Advisors, LLC
N/A
Shares— from 203,628
Change-203,628 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 203,198
Change-203,198 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 198,256
Change-198,256 (-100%)
Value—
Empirical Finance, LLC
N/A
Shares— from 197,099
Change-197,099 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 194,734
Change-194,734 (-100%)
Value—
Core Capital Management & Research, inc.
N/A
Shares— from 194,623
Change-194,623 (-100%)
Value—
Amica Mutual Insurance Co
N/A
Shares— from 194,059
Change-194,059 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 193,281
Change-193,281 (-100%)
Value—
New England Asset Management Inc
N/A
Shares— from 192,273
Change-192,273 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 192,213
Change-192,213 (-100%)
Value—
Cumberland Partners Ltd
N/A
Shares— from 187,055
Change-187,055 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 185,560
Change-185,560 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 182,734
Change-182,734 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 181,310
Change-181,310 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 180,182
Change-180,182 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 180,092
Change-180,092 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 179,745
Change-179,745 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 178,990
Change-178,990 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 178,070
Change-178,070 (-100%)
Value—
Wesleyan Assurance Society
N/A
Shares— from 175,500
Change-175,500 (-100%)
Value—
Hillman Capital Management, Inc.
N/A
Shares— from 174,610
Change-174,610 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 173,691
Change-173,691 (-100%)
Value—
Wills Financial Group LLC
N/A
Shares— from 172,222
Change-172,222 (-100%)
Value—
Mufg Securities Americas Inc.
N/A
Shares— from 171,660
Change-171,660 (-100%)
Value—
Harbor Advisory Corp
N/A
Shares— from 171,028
Change-171,028 (-100%)
Value—
Capula Management Ltd
N/A
Shares— from 170,245
Change-170,245 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 170,206
Change-170,206 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 168,652
Change-168,652 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 168,239
Change-168,239 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 167,096
Change-167,096 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 166,401
Change-166,401 (-100%)
Value—
Westfield Capital Management Co LP
N/A
Shares— from 162,023
Change-162,023 (-100%)
Value—
AR Asset Management Inc
N/A
Shares— from 158,661
Change-158,661 (-100%)
Value—
Barbara Oil Co.
N/A
Shares— from 157,488
Change-157,488 (-100%)
Value—
Barnett & Company, Inc.
N/A
Shares— from 157,094
Change-157,094 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 154,501
Change-154,501 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 153,898
Change-153,898 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 152,066
Change-152,066 (-100%)
Value—
New Insight Wealth Advisors
N/A
Shares— from 150,050
Change-150,050 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 149,824
Change-149,824 (-100%)
Value—
Kentucky Retirement Systems Insurance Trust Fund
N/A
Shares— from 148,834
Change-148,834 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 148,377
Change-148,377 (-100%)
Value—
Lombard Odier Asset Management (Switzerland) SA
N/A
Shares— from 146,893
Change-146,893 (-100%)
Value—
Shelter Mutual Insurance Co
N/A
Shares— from 145,820
Change-145,820 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 145,419
Change-145,419 (-100%)
Value—
Legato Capital Management LLC
N/A
Shares— from 145,221
Change-145,221 (-100%)
Value—
Neo Ivy Capital Management
N/A
Shares— from 144,562
Change-144,562 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 142,810
Change-142,810 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 141,769
Change-141,769 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 141,504
Change-141,504 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 140,375
Change-140,375 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 140,297
Change-140,297 (-100%)
Value—
German American Bancorp, Inc.
N/A
Shares— from 138,635
Change-138,635 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 135,800
Change-135,800 (-100%)
Value—
Wahed Invest LLC
N/A
Shares— from 135,511
Change-135,511 (-100%)
Value—
Prosight Management, LP
N/A
Shares— from 135,366
Change-135,366 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 133,304
Change-133,304 (-100%)
Value—
Financial Avengers, Inc.
N/A
Shares— from 131,989
Change-131,989 (-100%)
Value—
GQG Partners LLC
N/A
Shares— from 131,567
Change-131,567 (-100%)
Value—
Fred Alger Management, LLC
N/A
Shares— from 128,336
Change-128,336 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 127,112
Change-127,112 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 126,497
Change-126,497 (-100%)
Value—
Westbourne Investments, Inc.
N/A
Shares— from 126,317
Change-126,317 (-100%)
Value—
Simmons Bank
N/A
Shares— from 125,117
Change-125,117 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 125,051
Change-125,051 (-100%)
Value—
EFG International AG
N/A
Shares— from 124,106
Change-124,106 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 123,310
Change-123,310 (-100%)
Value—
Qsemble Capital Management, LP
N/A
Shares— from 122,644
Change-122,644 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 122,482
Change-122,482 (-100%)
Value—
Park Circle Co
N/A
Shares— from 122,105
Change-122,105 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 121,118
Change-121,118 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 120,987
Change-120,987 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 120,367
Change-120,367 (-100%)
Value—
Ostrum Asset Management
N/A
Shares— from 119,911
Change-119,911 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 118,067
Change-118,067 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 117,746
Change-117,746 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 117,185
Change-117,185 (-100%)
Value—
Private Capital Management, LLC
N/A
Shares— from 117,155
Change-117,155 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 115,307
Change-115,307 (-100%)
Value—
Rock Point Advisors, LLC
N/A
Shares— from 114,885
Change-114,885 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 113,888
Change-113,888 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 113,506
Change-113,506 (-100%)
Value—
Birmingham Capital Management Co Inc
N/A
Shares— from 112,751
Change-112,751 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 112,666
Change-112,666 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 111,751
Change-111,751 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 110,339
Change-110,339 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 109,643
Change-109,643 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 109,634
Change-109,634 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 106,460
Change-106,460 (-100%)
Value—
Buckley Wealth Management, LLC
N/A
Shares— from 106,075
Change-106,075 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 105,462
Change-105,462 (-100%)
Value—
Cygnus Capital Advisors, LLC
N/A
Shares— from 104,460
Change-104,460 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 104,357
Change-104,357 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 103,650
Change-103,650 (-100%)
Value—
SummitTX Capital, L.P.
N/A
Shares— from 103,387
Change-103,387 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 101,398
Change-101,398 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 100,100
Change-100,100 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 99,468
Change-99,468 (-100%)
Value—
Westpac Banking Corp
N/A
Shares— from 98,978
Change-98,978 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 97,226
Change-97,226 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 97,068
Change-97,068 (-100%)
Value—
Clark Estates Inc
N/A
Shares— from 96,750
Change-96,750 (-100%)
Value—
Hayek Kallen Investment Management
N/A
Shares— from 94,912
Change-94,912 (-100%)
Value—
Capital Group Investment Management Pte. Ltd.
N/A
Shares— from 94,728
Change-94,728 (-100%)
Value—
Dean Investment Associates, LLC
N/A
Shares— from 94,713
Change-94,713 (-100%)
Value—
Keynote Financial Services LLC
N/A
Shares— from 94,489
Change-94,489 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 94,107
Change-94,107 (-100%)
Value—
MainStreet Investment Advisors LLC
N/A
Shares— from 93,983
Change-93,983 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 93,409
Change-93,409 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 93,388
Change-93,388 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 93,334
Change-93,334 (-100%)
Value—
K.J. Harrison & Partners Inc
N/A
Shares— from 93,003
Change-93,003 (-100%)
Value—
Palouse Capital Management, Inc.
N/A
Shares— from 92,603
Change-92,603 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 91,738
Change-91,738 (-100%)
Value—
Pingora Partners LLC
N/A
Shares— from 89,510
Change-89,510 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 88,780
Change-88,780 (-100%)
Value—
Argo Wealth Advisory, LLC
N/A
Shares— from 88,538
Change-88,538 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 88,537
Change-88,537 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 88,492
Change-88,492 (-100%)
Value—
Beck Mack & Oliver LLC
N/A
Shares— from 88,126
Change-88,126 (-100%)
Value—
Dodge & COX
N/A
Shares— from 87,814
Change-87,814 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 87,660
Change-87,660 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 85,795
Change-85,795 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 85,405
Change-85,405 (-100%)
Value—
Stevens Capital Management LP
N/A
Shares— from 85,193
Change-85,193 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 84,928
Change-84,928 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 84,672
Change-84,672 (-100%)
Value—
Wealth Advisors of Tampa Bay, LLC
N/A
Shares— from 84,408
Change-84,408 (-100%)
Value—
Harvest Portfolios Group Inc.
N/A
Shares— from 84,300
Change-84,300 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 83,856
Change-83,856 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 83,573
Change-83,573 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 83,320
Change-83,320 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 82,650
Change-82,650 (-100%)
Value—
Game Creek Capital, LP
N/A
Shares— from 82,500
Change-82,500 (-100%)
Value—
Edgewood Management LLC
N/A
Shares— from 82,179
Change-82,179 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 80,610
Change-80,610 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 80,028
Change-80,028 (-100%)
Value—
Orographic Financial Advisors, LLC
N/A
Shares— from 79,941
Change-79,941 (-100%)
Value—
Rowlandmiller & Partners.adv
N/A
Shares— from 79,826
Change-79,826 (-100%)
Value—
Affinity Investment Advisors, LLC
N/A
Shares— from 79,689
Change-79,689 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 79,512
Change-79,512 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 79,351
Change-79,351 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 79,117
Change-79,117 (-100%)
Value—
Stance Capital LLC
N/A
Shares— from 78,762
Change-78,762 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 78,442
Change-78,442 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 78,104
Change-78,104 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 77,949
Change-77,949 (-100%)
Value—
R.m.sincerbeaux Capital Management LLC
N/A
Shares— from 77,032
Change-77,032 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 76,281
Change-76,281 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 76,265
Change-76,265 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 75,818
Change-75,818 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 75,558
Change-75,558 (-100%)
Value—
Windward Capital Management Co
N/A
Shares— from 75,251
Change-75,251 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 75,099
Change-75,099 (-100%)
Value—
Storgate, LLC
N/A
Shares— from 71,316
Change-71,316 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 69,662
Change-69,662 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 69,337
Change-69,337 (-100%)
Value—
iSAM Funds (UK) Ltd
N/A
Shares— from 69,300
Change-69,300 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 69,206
Change-69,206 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 68,808
Change-68,808 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 68,790
Change-68,790 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 68,530
Change-68,530 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 67,680
Change-67,680 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 67,679
Change-67,679 (-100%)
Value—
Twin Tree Management, LP
N/A
Shares— from 67,307
Change-67,307 (-100%)
Value—
IQ EQ Fund Management (Ireland) Ltd
N/A
Shares— from 66,669
Change-66,669 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 66,194
Change-66,194 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 66,092
Change-66,092 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 66,011
Change-66,011 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 65,446
Change-65,446 (-100%)
Value—
DoubleLine ETF Adviser LP
N/A
Shares— from 64,763
Change-64,763 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 64,286
Change-64,286 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 64,050
Change-64,050 (-100%)
Value—
Groupama Asset Managment
N/A
Shares— from 63,984
Change-63,984 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 63,860
Change-63,860 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 63,351
Change-63,351 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 63,133
Change-63,133 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 62,835
Change-62,835 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 62,287
Change-62,287 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 61,912
Change-61,912 (-100%)
Value—
Cladis Investment Advisory, LLC
N/A
Shares— from 61,551
Change-61,551 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 61,465
Change-61,465 (-100%)
Value—
Auxier Asset Management LLC
N/A
Shares— from 60,974
Change-60,974 (-100%)
Value—
Ironwood Investment Management LLC
N/A
Shares— from 60,832
Change-60,832 (-100%)
Value—
Samjo Management, LLC
N/A
Shares— from 60,145
Change-60,145 (-100%)
Value—
Vaughan Nelson Investment Management, L.P.
N/A
Shares— from 59,620
Change-59,620 (-100%)
Value—
Bridgefront Capital, LLC
N/A
Shares— from 59,596
Change-59,596 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 58,607
Change-58,607 (-100%)
Value—
Twin Capital Management Inc
N/A
Shares— from 58,541
Change-58,541 (-100%)
Value—
Widmann Financial Services, Inc.
N/A
Shares— from 58,355
Change-58,355 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 58,088
Change-58,088 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 57,029
Change-57,029 (-100%)
Value—
Atom Investors LP
N/A
Shares— from 56,935
Change-56,935 (-100%)
Value—
Lionhunter Capital Management, LLC
N/A
Shares— from 56,887
Change-56,887 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 56,738
Change-56,738 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 56,393
Change-56,393 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 56,357
Change-56,357 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 56,271
Change-56,271 (-100%)
Value—
T. Rowe Price Investment Management, Inc.
N/A
Shares— from 56,140
Change-56,140 (-100%)
Value—
Baader Bank Aktiengesellschaft
N/A
Shares— from 55,904
Change-55,904 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 54,906
Change-54,906 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 54,852
Change-54,852 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 54,751
Change-54,751 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 54,629
Change-54,629 (-100%)
Value—
ABN Amro Bank N.V.
N/A
Shares— from 54,296
Change-54,296 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 53,337
Change-53,337 (-100%)
Value—
Ceeto Capital Group, LLC
N/A
Shares— from 53,250
Change-53,250 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 52,802
Change-52,802 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 52,746
Change-52,746 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 52,559
Change-52,559 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 52,416
Change-52,416 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 52,079
Change-52,079 (-100%)
Value—
SIG Brokerage, LP
N/A
Shares— from 52,022
Change-52,022 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 51,883
Change-51,883 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 51,687
Change-51,687 (-100%)
Value—
S&CO Inc
N/A
Shares— from 50,218
Change-50,218 (-100%)
Value—
Edentree Asset Management Ltd
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 49,400
Change-49,400 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 48,765
Change-48,765 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 48,637
Change-48,637 (-100%)
Value—
Mathes Company, Inc.
N/A
Shares— from 48,623
Change-48,623 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 48,596
Change-48,596 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 48,314
Change-48,314 (-100%)
Value—
Easterly Investment Partners LLC
N/A
Shares— from 48,273
Change-48,273 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 48,044
Change-48,044 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 47,847
Change-47,847 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 47,630
Change-47,630 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 47,599
Change-47,599 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 47,457
Change-47,457 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 47,191
Change-47,191 (-100%)
Value—
Blackhill Capital Inc
N/A
Shares— from 47,178
Change-47,178 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 46,465
Change-46,465 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 46,132
Change-46,132 (-100%)
Value—
Aristotle Capital Management, LLC
N/A
Shares— from 46,072
Change-46,072 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 45,974
Change-45,974 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 45,568
Change-45,568 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 45,520
Change-45,520 (-100%)
Value—
Schulhoff & Co Inc
N/A
Shares— from 45,453
Change-45,453 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 45,408
Change-45,408 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 44,909
Change-44,909 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 44,889
Change-44,889 (-100%)
Value—
Secured Retirement Advisors, LLC
N/A
Shares— from 44,821
Change-44,821 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 44,312
Change-44,312 (-100%)
Value—
Mork Capital Management, LLC
N/A
Shares— from 44,020
Change-44,020 (-100%)
Value—
Twin City Private Wealth, LLC
N/A
Shares— from 43,893
Change-43,893 (-100%)
Value—
Capitolis Liquid Global Markets LLC
N/A
Shares— from 43,700
Change-43,700 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 43,693
Change-43,693 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 43,369
Change-43,369 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 42,927
Change-42,927 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 42,672
Change-42,672 (-100%)
Value—
United Bank
N/A
Shares— from 42,568
Change-42,568 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 42,564
Change-42,564 (-100%)
Value—
Oxford Asset Management LLP
N/A
Shares— from 42,230
Change-42,230 (-100%)
Value—
DF Dent & Co Inc
N/A
Shares— from 42,034
Change-42,034 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 42,012
Change-42,012 (-100%)
Value—
PCB Capital LLC
N/A
Shares— from 41,946
Change-41,946 (-100%)
Value—
Volterra Technologies LP
N/A
Shares— from 41,938
Change-41,938 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 41,818
Change-41,818 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 41,679
Change-41,679 (-100%)
Value—
Martin & Co Inc
N/A
Shares— from 41,645
Change-41,645 (-100%)
Value—
Athena Investment Management
N/A
Shares— from 41,018
Change-41,018 (-100%)
Value—
EntryPoint Capital, LLC
N/A
Shares— from 40,976
Change-40,976 (-100%)
Value—
Stonebridge Capital Management Inc
N/A
Shares— from 40,827
Change-40,827 (-100%)
Value—
Blueshift Asset Management, LLC
N/A
Shares— from 40,820
Change-40,820 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 40,772
Change-40,772 (-100%)
Value—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A
Shares— from 40,754
Change-40,754 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 40,700
Change-40,700 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 40,635
Change-40,635 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 40,529
Change-40,529 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 40,111
Change-40,111 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 40,104
Change-40,104 (-100%)
Value—
Resources Management Corp
N/A
Shares— from 39,710
Change-39,710 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 39,351
Change-39,351 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 39,290
Change-39,290 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 39,158
Change-39,158 (-100%)
Value—
Jupiter Wealth Management LLC
N/A
Shares— from 38,850
Change-38,850 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 38,677
Change-38,677 (-100%)
Value—
Eaton Financial Holdings Company, LLC
N/A
Shares— from 38,591
Change-38,591 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 38,580
Change-38,580 (-100%)
Value—
Bellevue Group AG
N/A
Shares— from 38,431
Change-38,431 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 38,004
Change-38,004 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 37,731
Change-37,731 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 37,705
Change-37,705 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 37,571
Change-37,571 (-100%)
Value—
Hartford Funds Management Co LLC
N/A
Shares— from 37,508
Change-37,508 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 37,460
Change-37,460 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 36,772
Change-36,772 (-100%)
Value—
Joule Financial, LLC
N/A
Shares— from 36,687
Change-36,687 (-100%)
Value—
Raelipskie Partnership
N/A
Shares— from 36,369
Change-36,369 (-100%)
Value—
TCM Advisors, LLC
N/A
Shares— from 36,290
Change-36,290 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 36,167
Change-36,167 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 35,997
Change-35,997 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 35,762
Change-35,762 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 35,247
Change-35,247 (-100%)
Value—
Dkrt Investments Corp.
N/A
Shares— from 35,000
Change-35,000 (-100%)
Value—
Voya Financial Advisors, Inc.
N/A
Shares— from 34,853
Change-34,853 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 34,730
Change-34,730 (-100%)
Value—
CSS LLC
N/A
Shares— from 34,351
Change-34,351 (-100%)
Value—
Credit Industriel ET Commercial
N/A
Shares— from 34,071
Change-34,071 (-100%)
Value—
RBO & Co LLC
N/A
Shares— from 33,953
Change-33,953 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 33,672
Change-33,672 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 33,570
Change-33,570 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 33,547
Change-33,547 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 33,487
Change-33,487 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 33,462
Change-33,462 (-100%)
Value—
Rodgers Brothers Inc.
N/A
Shares— from 33,453
Change-33,453 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 33,453
Change-33,453 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 33,268
Change-33,268 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 33,220
Change-33,220 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 33,067
Change-33,067 (-100%)
Value—
Reyl & Cie S.A.
N/A
Shares— from 32,663
Change-32,663 (-100%)
Value—
Twinbeech Capital LP
N/A
Shares— from 32,623
Change-32,623 (-100%)
Value—
Knott David M Jr
N/A
Shares— from 32,337
Change-32,337 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 32,201
Change-32,201 (-100%)
Value—
Harbor Advisors LLC
N/A
Shares— from 31,962
Change-31,962 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 31,554
Change-31,554 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 31,305
Change-31,305 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 30,873
Change-30,873 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 30,849
Change-30,849 (-100%)
Value—
Shepherd Kaplan Krochuk, LLC
N/A
Shares— from 30,764
Change-30,764 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 30,568
Change-30,568 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 30,328
Change-30,328 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 30,148
Change-30,148 (-100%)
Value—
Osmosis Investment Management UK Ltd
N/A
Shares— from 29,844
Change-29,844 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 29,704
Change-29,704 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 29,665
Change-29,665 (-100%)
Value—
Bramshill Investments, LLC
N/A
Shares— from 29,388
Change-29,388 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 29,381
Change-29,381 (-100%)
Value—
Fairfield, Bush & Co.
N/A
Shares— from 29,294
Change-29,294 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 29,277
Change-29,277 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 28,881
Change-28,881 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 28,867
Change-28,867 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 28,858
Change-28,858 (-100%)
Value—
Broderick Brian C
N/A
Shares— from 28,800
Change-28,800 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 28,765
Change-28,765 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 28,634
Change-28,634 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 28,616
Change-28,616 (-100%)
Value—
Reliant Investment Partners, LLC
N/A
Shares— from 28,447
Change-28,447 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 27,645
Change-27,645 (-100%)
Value—
Hardman Johnston Global Advisors LLC
N/A
Shares— from 27,600
Change-27,600 (-100%)
Value—
Sectoral Asset Management Inc
N/A
Shares— from 27,500
Change-27,500 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 27,487
Change-27,487 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 27,428
Change-27,428 (-100%)
Value—
Capital Markets Trading UK LLP
N/A
Shares— from 27,358
Change-27,358 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 27,276
Change-27,276 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 27,165
Change-27,165 (-100%)
Value—
Select Asset Management & Trust
N/A
Shares— from 27,116
Change-27,116 (-100%)
Value—
Sharp Wealth Advisory, LLC
N/A
Shares— from 26,883
Change-26,883 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 26,875
Change-26,875 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 26,601
Change-26,601 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 26,539
Change-26,539 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 26,161
Change-26,161 (-100%)
Value—
Sterneck Capital Management, LLC
N/A
Shares— from 25,886
Change-25,886 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 25,754
Change-25,754 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 25,721
Change-25,721 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 25,696
Change-25,696 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 25,574
Change-25,574 (-100%)
Value—
Timber Creek Capital Management LLC
N/A
Shares— from 25,433
Change-25,433 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 25,400
Change-25,400 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 25,350
Change-25,350 (-100%)
Value—
Gabelli & Co Investment Advisers, Inc.
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 24,963
Change-24,963 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 24,805
Change-24,805 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 24,413
Change-24,413 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 24,316
Change-24,316 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 24,260
Change-24,260 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 24,253
Change-24,253 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 24,108
Change-24,108 (-100%)
Value—
Samara Investment Management, LLC
N/A
Shares— from 24,092
Change-24,092 (-100%)
Value—
Defiance ETFs, LLC
N/A
Shares— from 23,994
Change-23,994 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 23,871
Change-23,871 (-100%)
Value—
Atalanta Sosnoff Capital, LLC
N/A
Shares— from 23,858
Change-23,858 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 23,803
Change-23,803 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 23,438
Change-23,438 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 23,389
Change-23,389 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 23,042
Change-23,042 (-100%)
Value—
White Knight Strategic Wealth Advisors, LLC
N/A
Shares— from 22,957
Change-22,957 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 22,917
Change-22,917 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 22,836
Change-22,836 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 22,727
Change-22,727 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 22,560
Change-22,560 (-100%)
Value—
Quest Investment Management LLC
N/A
Shares— from 22,370
Change-22,370 (-100%)
Value—
Crabel Capital Management, LLC
N/A
Shares— from 22,355
Change-22,355 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 22,248
Change-22,248 (-100%)
Value—
Arcadia Wealth Management, Inc.
N/A
Shares— from 22,043
Change-22,043 (-100%)
Value—
Harbour Investment Management LLC
N/A
Shares— from 22,010
Change-22,010 (-100%)
Value—
Estate Counselors, LLC
N/A
Shares— from 22,000
Change-22,000 (-100%)
Value—
American Alpha Advisors, LLC
N/A
Shares— from 21,991
Change-21,991 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 21,716
Change-21,716 (-100%)
Value—
Paradigm Capital Management, LLC
N/A
Shares— from 21,699
Change-21,699 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 21,656
Change-21,656 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 21,634
Change-21,634 (-100%)
Value—
Members Trust Co
N/A
Shares— from 21,621
Change-21,621 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 21,503
Change-21,503 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 21,406
Change-21,406 (-100%)
Value—
Granite Harbor Advisors, Inc.
N/A
Shares— from 21,404
Change-21,404 (-100%)
Value—
Bulltick Wealth Management, LLC
N/A
Shares— from 21,389
Change-21,389 (-100%)
Value—
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A
Shares— from 21,370
Change-21,370 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 21,323
Change-21,323 (-100%)
Value—
Sciencast Management LP
N/A
Shares— from 21,230
Change-21,230 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 21,218
Change-21,218 (-100%)
Value—
Cura Wealth Advisors, LLC
N/A
Shares— from 21,140
Change-21,140 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 21,099
Change-21,099 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 20,957
Change-20,957 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 20,928
Change-20,928 (-100%)
Value—
Oxford Wealth Group, LLC
N/A
Shares— from 20,531
Change-20,531 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 20,511
Change-20,511 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 20,508
Change-20,508 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 20,441
Change-20,441 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 20,295
Change-20,295 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 20,095
Change-20,095 (-100%)
Value—
Beckerman Institutional, LLC
N/A
Shares— from 20,024
Change-20,024 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
CM Management, LLC
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Tevis Investment Management
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 19,965
Change-19,965 (-100%)
Value—
Rogco, LP
N/A
Shares— from 19,940
Change-19,940 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 19,935
Change-19,935 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 19,883
Change-19,883 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 19,737
Change-19,737 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 19,636
Change-19,636 (-100%)
Value—
PeakShares LLC
N/A
Shares— from 19,551
Change-19,551 (-100%)
Value—
Carmignac Gestion
N/A
Shares— from 19,475
Change-19,475 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 19,323
Change-19,323 (-100%)
Value—
Boxwood Ventures, Inc.
N/A
Shares— from 19,248
Change-19,248 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 19,135
Change-19,135 (-100%)
Value—
Bluefin Capital Management, LLC
N/A
Shares— from 19,056
Change-19,056 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 19,000
Change-19,000 (-100%)
Value—
Acorns Advisers, LLC
N/A
Shares— from 18,973
Change-18,973 (-100%)
Value—
Claris Advisors, LLC / MO /
N/A
Shares— from 18,880
Change-18,880 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 18,794
Change-18,794 (-100%)
Value—
CMT Capital Markets Trading GmbH
N/A
Shares— from 18,782
Change-18,782 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 18,751
Change-18,751 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 18,738
Change-18,738 (-100%)
Value—
Mars Jewett Financial Group, Inc.
N/A
Shares— from 18,737
Change-18,737 (-100%)
Value—
Steffes Financial, Ltd.
N/A
Shares— from 18,733
Change-18,733 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 18,646
Change-18,646 (-100%)
Value—
Alphadyne Asset Management LP
N/A
Shares— from 18,508
Change-18,508 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 18,507
Change-18,507 (-100%)
Value—
RD Lewis Holdings, Inc.
N/A
Shares— from 18,387
Change-18,387 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 18,300
Change-18,300 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 18,270
Change-18,270 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 18,230
Change-18,230 (-100%)
Value—
RNC Capital Management LLC
N/A
Shares— from 18,215
Change-18,215 (-100%)
Value—
Forefront Analytics, LLC
N/A
Shares— from 18,210
Change-18,210 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 18,187
Change-18,187 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 17,946
Change-17,946 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 17,910
Change-17,910 (-100%)
Value—
Bank OZK
N/A
Shares— from 17,887
Change-17,887 (-100%)
Value—
Allred Capital Management, LLC
N/A
Shares— from 17,760
Change-17,760 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 17,688
Change-17,688 (-100%)
Value—
Northstar Financial Companies, Inc.
N/A
Shares— from 17,634
Change-17,634 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 17,600
Change-17,600 (-100%)
Value—
Schrum Private Wealth Management LLC
N/A
Shares— from 17,561
Change-17,561 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 17,522
Change-17,522 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 17,457
Change-17,457 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 17,445
Change-17,445 (-100%)
Value—
Elk River Wealth Management LLC
N/A
Shares— from 17,404
Change-17,404 (-100%)
Value—
Lafayette Investments, Inc.
N/A
Shares— from 17,215
Change-17,215 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 17,084
Change-17,084 (-100%)
Value—
London Co of Virginia
N/A
Shares— from 17,061
Change-17,061 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 17,043
Change-17,043 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 16,987
Change-16,987 (-100%)
Value—
Aspire Growth Partners LLC
N/A
Shares— from 16,975
Change-16,975 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 16,798
Change-16,798 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 16,740
Change-16,740 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 16,607
Change-16,607 (-100%)
Value—
Ironvine Capital Partners, LLC
N/A
Shares— from 16,600
Change-16,600 (-100%)
Value—
Severin Investments, LLC
N/A
Shares— from 16,515
Change-16,515 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 16,501
Change-16,501 (-100%)
Value—
City National Bank of Florida
N/A
Shares— from 16,295
Change-16,295 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 16,265
Change-16,265 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 16,236
Change-16,236 (-100%)
Value—
Orion Investment Co
N/A
Shares— from 16,206
Change-16,206 (-100%)
Value—
Groupe la Francaise
N/A
Shares— from 16,100
Change-16,100 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 16,048
Change-16,048 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 16,031
Change-16,031 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 15,962
Change-15,962 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 15,875
Change-15,875 (-100%)
Value—
Twin Lakes Capital Management, LLC
N/A
Shares— from 15,868
Change-15,868 (-100%)
Value—
Weik Capital Management
N/A
Shares— from 15,650
Change-15,650 (-100%)
Value—
Cyber Hornet ETFs LLC
N/A
Shares— from 15,526
Change-15,526 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 15,403
Change-15,403 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 15,343
Change-15,343 (-100%)
Value—
Beacon Investment Advisors LLC
N/A
Shares— from 15,327
Change-15,327 (-100%)
Value—
CIM Investment Management Inc
N/A
Shares— from 15,291
Change-15,291 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 15,274
Change-15,274 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 15,266
Change-15,266 (-100%)
Value—
Sompo Asset Management Co., Ltd.
N/A
Shares— from 15,210
Change-15,210 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 15,178
Change-15,178 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 15,106
Change-15,106 (-100%)
Value—
Sagewood Asset Management LP
N/A
Shares— from 15,105
Change-15,105 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 15,038
Change-15,038 (-100%)
Value—
Ames National Corp
N/A
Shares— from 15,027
Change-15,027 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 14,921
Change-14,921 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 14,832
Change-14,832 (-100%)
Value—
Denver Wealth Management, Inc.
N/A
Shares— from 14,745
Change-14,745 (-100%)
Value—
North Dallas Bank & Trust Co
N/A
Shares— from 14,648
Change-14,648 (-100%)
Value—
Zevin Asset Management LLC
N/A
Shares— from 14,641
Change-14,641 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 14,609
Change-14,609 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 14,560
Change-14,560 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 14,553
Change-14,553 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 14,517
Change-14,517 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 14,485
Change-14,485 (-100%)
Value—
Summitry LLC
N/A
Shares— from 14,386
Change-14,386 (-100%)
Value—
Dopkins Wealth Management, LLC
N/A
Shares— from 14,258
Change-14,258 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 14,247
Change-14,247 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 14,176
Change-14,176 (-100%)
Value—
Old North State Trust, LLC
N/A
Shares— from 14,130
Change-14,130 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 14,076
Change-14,076 (-100%)
Value—
East Coast Asset Management, Llc.
N/A
Shares— from 14,026
Change-14,026 (-100%)
Value—
Sykon Capital LLC
N/A
Shares— from 14,014
Change-14,014 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 13,941
Change-13,941 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 13,853
Change-13,853 (-100%)
Value—
Wallace Advisory Group, LLC
N/A
Shares— from 13,796
Change-13,796 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 13,732
Change-13,732 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 13,663
Change-13,663 (-100%)
Value—
CapitalatWork S.A.
N/A
Shares— from 13,657
Change-13,657 (-100%)
Value—
Henrickson Nauta Wealth Advisors, Inc.
N/A
Shares— from 13,628
Change-13,628 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 13,564
Change-13,564 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 13,493
Change-13,493 (-100%)
Value—
Atlantic Family Wealth, LLC
N/A
Shares— from 13,486
Change-13,486 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 13,452
Change-13,452 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 13,440
Change-13,440 (-100%)
Value—
Aimz Investment Advisors, LLC
N/A
Shares— from 13,414
Change-13,414 (-100%)
Value—
Hurricane Capital Advisors LLC
N/A
Shares— from 13,350
Change-13,350 (-100%)
Value—
CarsonAllaria Wealth Management, Ltd.
N/A
Shares— from 13,244
Change-13,244 (-100%)
Value—
Alan B Lancz & Associates, Inc.
N/A
Shares— from 13,194
Change-13,194 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 13,118
Change-13,118 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 13,108
Change-13,108 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 13,097
Change-13,097 (-100%)
Value—
Spwm Advisors LLC
N/A
Shares— from 13,097
Change-13,097 (-100%)
Value—
Core Alternative Capital
N/A
Shares— from 13,063
Change-13,063 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 13,048
Change-13,048 (-100%)
Value—
Concorde Asset Management, LLC
N/A
Shares— from 12,833
Change-12,833 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 12,810
Change-12,810 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 12,807
Change-12,807 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 12,782
Change-12,782 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 12,734
Change-12,734 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 12,604
Change-12,604 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 12,484
Change-12,484 (-100%)
Value—
Trustco Bank Corp N Y
N/A
Shares— from 12,481
Change-12,481 (-100%)
Value—
US Asset Management LLC
N/A
Shares— from 12,415
Change-12,415 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 12,394
Change-12,394 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 12,254
Change-12,254 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 12,150
Change-12,150 (-100%)
Value—
Resolute Capital, LLC
N/A
Shares— from 12,089
Change-12,089 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 12,072
Change-12,072 (-100%)
Value—
Boston Research & Management Inc
N/A
Shares— from 12,009
Change-12,009 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 11,866
Change-11,866 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 11,838
Change-11,838 (-100%)
Value—
Adams Wealth Management
N/A
Shares— from 11,690
Change-11,690 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 11,690
Change-11,690 (-100%)
Value—
Estate Planners Group, LLC
N/A
Shares— from 11,661
Change-11,661 (-100%)
Value—
American Trust
N/A
Shares— from 11,643
Change-11,643 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 11,639
Change-11,639 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 11,614
Change-11,614 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 11,605
Change-11,605 (-100%)
Value—
Satovsky Asset Management LLC
N/A
Shares— from 11,584
Change-11,584 (-100%)
Value—
Goepper Burkhardt LLC
N/A
Shares— from 11,561
Change-11,561 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 11,508
Change-11,508 (-100%)
Value—
Paradigm Capital Management Inc
N/A
Shares— from 11,400
Change-11,400 (-100%)
Value—
Dover Advisors, LLC
N/A
Shares— from 11,398
Change-11,398 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 11,382
Change-11,382 (-100%)
Value—
Bank of Nova Scotia Trust Co
N/A
Shares— from 11,243
Change-11,243 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 11,171
Change-11,171 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 11,147
Change-11,147 (-100%)
Value—
Iron Gate Global Advisors LLC
N/A
Shares— from 11,146
Change-11,146 (-100%)
Value—
Khazanah Nasional Berhad
N/A
Shares— from 11,140
Change-11,140 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 11,109
Change-11,109 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 11,035
Change-11,035 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 11,031
Change-11,031 (-100%)
Value—
Hemenway Trust Co LLC
N/A
Shares— from 11,000
Change-11,000 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 10,922
Change-10,922 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 10,873
Change-10,873 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 10,856
Change-10,856 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 10,811
Change-10,811 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 10,746
Change-10,746 (-100%)
Value—
Clarion Wealth Managment Partners, LLC
N/A
Shares— from 10,738
Change-10,738 (-100%)
Value—
Prospect Financial Services LLC
N/A
Shares— from 10,711
Change-10,711 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 10,594
Change-10,594 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 10,448
Change-10,448 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 10,346
Change-10,346 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 10,317
Change-10,317 (-100%)
Value—
Colter Lewis Investment Partners LLC
N/A
Shares— from 10,195
Change-10,195 (-100%)
Value—
Stembrook Asset Management, LLC
N/A
Shares— from 10,191
Change-10,191 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 10,166
Change-10,166 (-100%)
Value—
Bank of Marin
N/A
Shares— from 10,150
Change-10,150 (-100%)
Value—
Broadwater Capital Management LLC
N/A
Shares— from 10,117
Change-10,117 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 10,083
Change-10,083 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 10,080
Change-10,080 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 10,076
Change-10,076 (-100%)
Value—
Readystate Asset Management LP
N/A
Shares— from 9,927
Change-9,927 (-100%)
Value—
Aspen Wealth Strategies, LLC
N/A
Shares— from 9,832
Change-9,832 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 9,754
Change-9,754 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 9,550
Change-9,550 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 9,547
Change-9,547 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 9,522
Change-9,522 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 9,471
Change-9,471 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 9,470
Change-9,470 (-100%)
Value—
Port Capital LLC
N/A
Shares— from 9,442
Change-9,442 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 9,439
Change-9,439 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 9,436
Change-9,436 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 9,307
Change-9,307 (-100%)
Value—
Charter Research & Investment Group, Inc.
N/A
Shares— from 9,303
Change-9,303 (-100%)
Value—
Slagle Financial, LLC
N/A
Shares— from 9,185
Change-9,185 (-100%)
Value—
Kelly Lawrence W & Associates Inc
N/A
Shares— from 9,130
Change-9,130 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 9,100
Change-9,100 (-100%)
Value—
WJ Financial Advisors LLC
N/A
Shares— from 9,088
Change-9,088 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 8,982
Change-8,982 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 8,891
Change-8,891 (-100%)
Value—
Planning Alternatives LTD
N/A
Shares— from 8,876
Change-8,876 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 8,858
Change-8,858 (-100%)
Value—
Christine Messmer PC
N/A
Shares— from 8,750
Change-8,750 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 8,662
Change-8,662 (-100%)
Value—
Blue Edge Capital, LLC
N/A
Shares— from 8,654
Change-8,654 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 8,521
Change-8,521 (-100%)
Value—
Elkhorn Partners Limited Partnership
N/A
Shares— from 8,500
Change-8,500 (-100%)
Value—
Broyhill Asset Management, LLC
N/A
Shares— from 8,500
Change-8,500 (-100%)
Value—
First Wilshire Securities Management Inc
N/A
Shares— from 8,487
Change-8,487 (-100%)
Value—
Intrepid Financial Planning Group LLC
N/A
Shares— from 8,476
Change-8,476 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 8,401
Change-8,401 (-100%)
Value—
FreeGulliver LLC
N/A
Shares— from 8,360
Change-8,360 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 8,240
Change-8,240 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 8,084
Change-8,084 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 7,500
Change-7,500 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 7,433
Change-7,433 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 7,294
Change-7,294 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 7,242
Change-7,242 (-100%)
Value—
Fi3 Financial Advisors, LLC
N/A
Shares— from 7,078
Change-7,078 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 6,824
Change-6,824 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 6,680
Change-6,680 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 6,506
Change-6,506 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 6,366
Change-6,366 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 6,243
Change-6,243 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 6,101
Change-6,101 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 5,991
Change-5,991 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 5,778
Change-5,778 (-100%)
Value—
Graticule Asia Macro Advisors LLC
N/A
Shares— from 5,561
Change-5,561 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 5,560
Change-5,560 (-100%)
Value—
S&T Bank
N/A
Shares— from 5,442
Change-5,442 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 5,321
Change-5,321 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 5,210
Change-5,210 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 5,206
Change-5,206 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 5,029
Change-5,029 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 5,017
Change-5,017 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 4,601
Change-4,601 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 4,555
Change-4,555 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 4,452
Change-4,452 (-100%)
Value—
Davis Asset Management, L.P.
N/A
Shares— from 4,428
Change-4,428 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 4,377
Change-4,377 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 4,274
Change-4,274 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 4,017
Change-4,017 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 4,008
Change-4,008 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 3,973
Change-3,973 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 3,811
Change-3,811 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 3,735
Change-3,735 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 3,540
Change-3,540 (-100%)
Value—
Harvest Fund Management Co., Ltd
N/A
Shares— from 3,539
Change-3,539 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 3,528
Change-3,528 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 3,439
Change-3,439 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 3,173
Change-3,173 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 3,169
Change-3,169 (-100%)
Value—
Battery Global Advisors, LLC
N/A
Shares— from 3,112
Change-3,112 (-100%)
Value—
Castleark Management LLC
N/A
Shares— from 2,971
Change-2,971 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 2,615
Change-2,615 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 2,529
Change-2,529 (-100%)
Value—
Tacita Capital Inc
N/A
Shares— from 2,476
Change-2,476 (-100%)
Value—
Itau Unibanco Holding S.A.
N/A
Shares— from 2,436
Change-2,436 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 2,409
Change-2,409 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 2,384
Change-2,384 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 2,283
Change-2,283 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 2,210
Change-2,210 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 2,154
Change-2,154 (-100%)
Value—
Hillsdale Investment Management Inc.
N/A
Shares— from 2,150
Change-2,150 (-100%)
Value—
Parvin Asset Management, LLC
N/A
Shares— from 2,100
Change-2,100 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 2,084
Change-2,084 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 2,072
Change-2,072 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 1,856
Change-1,856 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 1,742
Change-1,742 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 1,739
Change-1,739 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 1,678
Change-1,678 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 1,664
Change-1,664 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 1,648
Change-1,648 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 1,590
Change-1,590 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 1,429
Change-1,429 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 1,398
Change-1,398 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 1,367
Change-1,367 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 1,344
Change-1,344 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 1,341
Change-1,341 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 1,331
Change-1,331 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 1,238
Change-1,238 (-100%)
Value—
Teachers Insurance & Annuity Association of America
N/A
Shares— from 1,226
Change-1,226 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 1,196
Change-1,196 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 1,184
Change-1,184 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 1,166
Change-1,166 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 1,154
Change-1,154 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 1,140
Change-1,140 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 1,115
Change-1,115 (-100%)
Value—
KEB Asset Management, LLC
N/A
Shares— from 1,084
Change-1,084 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 1,077
Change-1,077 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 1,035
Change-1,035 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 1,013
Change-1,013 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 971
Change-971 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 967
Change-967 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 909
Change-909 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 885
Change-885 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 881
Change-881 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 808
Change-808 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 674
Change-674 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 670
Change-670 (-100%)
Value—
Bard Associates Inc
N/A
Shares— from 650
Change-650 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 526
Change-526 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 475
Change-475 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 387
Change-387 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 350
Change-350 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 337
Change-337 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 336
Change-336 (-100%)
Value—
Altshuler Shaham Ltd
N/A
Shares— from 311
Change-311 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 303
Change-303 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 273
Change-273 (-100%)
Value—
Quarry LP
N/A
Shares— from 227
Change-227 (-100%)
Value—
Aviso Financial Inc.
N/A
Shares— from 215
Change-215 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 201
Change-201 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 199
Change-199 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 175
Change-175 (-100%)
Value—
Morgan Dempsey Capital Management LLC
N/A
Shares— from 170
Change-170 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 165
Change-165 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 139
Change-139 (-100%)
Value—
VPR Management LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 97
Change-97 (-100%)
Value—
Ross\johnson & Associates LLC
N/A
Shares— from 92
Change-92 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 68
Change-68 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 49
Change-49 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 48
Change-48 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 20
Change-20 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 11
Change-11 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 7
Change-7 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 0
Change0
Value—
Status
Geode Capital Management, LLC
INCREASED137,506,393135,275,782+2,230,611+2%$3.2B$3.9B+$662.4M2026-11-06
Fisher Asset Management, LLC
INCREASED112,118,836109,067,291+3,051,545+3%$2.6B$3.2B+$571.3M2026-11-06
Amundi
INCREASED46,935,50833,533,616+13,401,892+40%$807.5M$1.3B+$531.1M2026-11-06
Bank of New York Mellon Corp
DECREASED45,383,63457,879,546-12,495,912-22%$1.4B$1.3B-$99.4M2026-11-05
Dimensional Fund Advisors LP
INCREASED38,525,16138,060,345+464,816+1%$916.6M$1.1B+$182.2M2026-11-04
Deutsche Bank Ag\
INCREASED32,510,87231,492,018+1,018,854+3%$758.3M$927.2M+$168.9M2026-11-06
Citigroup Inc
DECREASED19,060,15619,228,115-167,959-1%$463.0M$543.6M+$80.6M2026-11-04
LSV Asset Management
DECREASED18,676,07818,940,504-264,426-1%$456.1M$532.6K-$455.6M2026-11-06
Barclays PLC
DECREASED14,932,57416,746,801-1,814,227-11%$403.3M$425.9M+$22.6M2026-11-06
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED14,778,85014,060,742+718,108+5%$338.6M$421.5M+$82.9M2026-11-05
LPL Financial LLC
INCREASED14,234,75913,919,821+314,938+2%$335.2M$406.0M+$70.8M2026-11-06
Sumitomo Mitsui Trust Group, Inc.
DECREASED13,596,75613,775,929-179,173-1%$331.7M$387.8M+$56.1M2026-10-29
Robeco Institutional Asset Management B.V.
INCREASED12,021,32911,918,197+103,132+1%$287.0M$342.8M+$55.9M2026-10-20
KBC Group NV
INCREASED9,363,8358,327,265+1,036,570+12%$200.5M$267.1K-$200.3M2026-10-22
DekaBank Deutsche Girozentrale
INCREASED9,330,3157,398,373+1,931,942+26%$207.0K$268.1K+$61.1K2026-10-27
Assenagon Asset Management S.A.
DECREASED7,514,90211,902,374-4,387,472-37%$286.6M$214.3M-$72.3M2026-10-15
Bessemer Group Inc
INCREASED7,080,8925,067,281+2,013,611+40%$122.0M$201.9K-$121.8M2026-11-09
Bank of Montreal
DECREASED7,025,0738,168,120-1,143,047-14%$196.7M$200.4M+$3.7M2026-11-09
Nykredit A/S
INCREASED6,985,2196,382,727+602,492+9%$153.7M$199.2M+$45.5M2026-11-06
PNC Financial Services Group, Inc.
DECREASED6,567,2986,711,470-144,172-2%$161.6M$187.3M+$25.7M2026-11-06
Pzena Investment Management LLC
INCREASED6,050,2275,958,922+91,305+2%$143.5M$172.6M+$29.1M2026-10-30
Principal Financial Group Inc
DECREASED5,833,1416,346,636-513,495-8%$152.8M$166.4M+$13.5M2026-11-02
Swedbank AB
DECREASED5,471,2926,729,967-1,258,675-19%$162.1M$156.0M-$6.0M2026-10-27
Russell Investments Group, Ltd.
DECREASED5,348,7095,482,863-134,154-2%$132.4M$152.7M+$20.4M2026-11-06
MacKenzie Financial Corp
INCREASED5,083,9053,938,865+1,145,040+29%$94.8M$145.0M+$50.1M2026-11-02
Pictet Asset Management Holding SA
INCREASED4,721,7192,900,775+1,820,944+63%$69.9M$134.7M+$64.8M2026-11-03
Storebrand Asset Management AS
DECREASED4,658,6175,190,196-531,579-10%$125.0M$132.9M+$7.9M2026-11-10
Universal- Beteiligungs- und Servicegesellschaft mbH
INCREASED4,617,0164,229,724+387,292+9%$102.1M$131.8M+$29.7M2026-11-10
Fifth Third Bancorp
INCREASED4,563,5784,509,295+54,283+1%$108.6M$130.2M+$21.6M2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED4,132,1223,158,575+973,547+31%$74.9M$107.0M+$32.1M2026-10-13
Letko, Brosseau & Associates Inc
INCREASED4,128,9484,124,748+4,200+0%$99.3M$117.8M+$18.4M2026-11-06
New York State Teachers Retirement System
DECREASED4,099,6204,285,549-185,929-4%$103.2M$116.9K-$103.1M2026-10-22
Artemis Investment Management LLP
DECREASED3,761,7187,612,597-3,850,879-51%$183.3M$107.3M-$76.0M2026-10-08
Danske Bank A/S
DECREASED3,634,5703,677,679-43,109-1%$88.6M$103.7M+$15.1M2026-11-09
US Bancorp \de\
DECREASED3,550,5443,685,691-135,147-4%$88.8M$101.3M+$12.5M2026-11-05
PFA Pension, Forsikringsaktieselskab
INCREASED3,435,0512,742,119+692,932+25%$66.0M$98.0M+$31.9M2026-11-06
D.A. Davidson & Co.
INCREASED3,296,3923,099,476+196,916+6%$74.6M$94.0M+$19.4M2026-10-28
Commonwealth Equity Services, LLC
DECREASED3,215,4193,277,599-62,180-2%$78.9M$91.7M+$12.8M2026-11-02
Squarepoint Ops LLC
DECREASED2,745,5383,310,002-564,464-17%$79.7M$78.3M-$1.4M2026-11-09
Acadian Asset Management LLC
DECREASED2,740,5822,990,864-250,282-8%$72.0M$78.1K-$71.9M2026-11-09
Asset Management One Co., Ltd.
INCREASED2,659,0252,593,220+65,805+3%$62.4M$75.8M+$13.4M2026-10-27
Jupiter Asset Management LTD
INCREASED2,635,1722,627,160+8,012+0%$63.3M$75.2M+$11.9M2026-11-10
HighTower Advisors, LLC
INCREASED2,631,0162,615,514+15,502+1%$63.0M$75.0M+$12.1M2026-11-10
Cullen Capital Management, LLC
INCREASED2,622,1512,447,200+174,951+7%$58.9M$74.8M+$15.9M2026-11-10
Handelsbanken Fonder AB
INCREASED2,543,5802,462,431+81,149+3%$59.3K$72.5K+$13.2K2026-11-09
Creative Planning
INCREASED2,532,4552,058,345+474,110+23%$49.6M$72.2M+$22.7M2026-11-02
CIBC Asset Management Inc
INCREASED2,508,3081,840,616+667,692+36%$44.3M$71.5M+$27.2M2026-11-05
King Luther Capital Management Corp
DECREASED2,489,0832,498,042-8,9590%$60.2M$71.0M+$10.8M2026-11-05
Truist Financial Corp
INCREASED2,456,0392,447,916+8,123+0%$58.9M$70.0M+$11.1M2026-10-30
Welch Group, LLC
INCREASED2,271,0622,194,625+76,437+3%$52.8M$64.8M+$11.9M2026-10-29
Candriam S.C.A.
DECREASED2,236,8302,590,328-353,498-14%$62.3M$64.0M+$1.7M2026-11-03
Donaldson Capital Management, LLC
INCREASED2,205,31952,832+2,152,487+4074%$1.3M$62.9M+$61.6M2026-11-09
Staley Capital Advisers Inc
INCREASED2,170,2132,005,069+165,144+8%$48.3M$61.9M+$13.6M2026-11-06
Lansforsakringar Fondforvaltning AB (publ)
INCREASED2,079,8912,042,458+37,433+2%$49.2M$59.3M+$10.1M2026-11-09
Fort Washington Investment Advisors Inc
INCREASED2,077,9522,061,791+16,161+1%$49.6M$59.3M+$9.6M2026-10-15
Allen Holding Inc
UNCHANGED2,000,0002,000,00000%$48.2M$57.0M+$8.9M2026-11-03
Strs Ohio
DECREASED1,871,8961,977,411-105,515-5%$47.6M$53.4M+$5.8M2026-10-30
State of New Jersey Common Pension Fund D
INCREASED1,840,6701,839,282+1,388+0%$44.3M$52.5M+$8.2M2026-11-05
Kestra Advisory Services, LLC
DECREASED1,830,0061,884,553-54,547-3%$45.4M$52.2M+$6.8M2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED1,809,9251,820,575-10,650-1%$43.8M$51.6K-$43.8M2026-11-02
Swiss Life Asset Management Ltd
DECREASED1,786,0266,943,719-5,157,693-74%$167.2M$50.9M-$116.3M2026-11-03
Old Republic International Corp
DECREASED1,768,7001,963,700-195,000-10%$47.3K$50.4K+$3.1K2026-10-26
Achmea Investment Management B.V.
NEW1,730,170—+1,730,170——$49.4M—2026-10-30
Mirae Asset Global Investments Co., Ltd.
INCREASED1,721,2701,539,905+181,365+12%$37.1M$49.1M+$12.0M2026-11-03
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED1,710,7571,898,971-188,214-10%$45.7M$48.8M+$3.1M2026-10-15
Mn Services Vermogensbeheer B.V.
INCREASED1,689,9111,657,411+32,500+2%$39.9M$48.2K-$39.9M2026-10-08
State of Michigan Retirement System
DECREASED1,659,2841,686,584-27,300-2%$40.6M$47.3M+$6.7M2026-10-27
SEB Asset Management AB
INCREASED1,645,8191,602,973+42,846+3%$38.6M$46.9M+$8.3M2026-11-04
Czech National Bank
INCREASED1,637,6541,622,280+15,374+1%$39.1M$46.7M+$7.6M2026-10-13
Arizona State Retirement System
INCREASED1,588,5111,578,409+10,102+1%$38.0M$45.3M+$7.3M2026-11-03
Willis Investment Counsel
DECREASED1,586,6481,818,508-231,860-13%$43.8M$45.3M+$1.5M2026-10-20
Banco Santander, S.A.
DECREASED1,570,2511,655,686-85,435-5%$39.9M$44.8M+$4.9M2026-11-10
Natixis
INCREASED1,545,610632,317+913,293+144%$15.2M$44.1M+$28.9M2026-11-06
IFM Investors Pty Ltd
INCREASED1,428,5191,334,837+93,682+7%$32.1M$40.7M+$8.6M2026-10-14
Keybank National Association
DECREASED1,423,4681,445,780-22,312-2%$34.8M$40.6M+$5.8M2026-11-04
Kornitzer Capital Management Inc
DECREASED1,407,2501,417,822-10,572-1%$34.1M$40.1M+$6.0M2026-11-03
Wilsey Asset Management Inc
DECREASED1,389,0211,390,058-1,0370%$33.5M$39.6M+$6.1M2026-10-21
Verity & Verity, LLC
INCREASED1,352,6721,338,533+14,139+1%$32.2M$38.6M+$6.3M2026-10-23
Raiffeisen Bank International AG
DECREASED1,294,5651,398,194-103,629-7%$33.7M$37.0M+$3.3M2026-10-28
Calamos Advisors LLC
DECREASED1,272,2421,753,548-481,306-27%$42.2M$36.3M-$5.9M2026-11-02
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED1,259,2521,258,852+400+0%$30.3M$35.9M+$5.6M2026-11-03
Minneapolis Portfolio Management Group, LLC
INCREASED1,234,8041,215,987+18,817+2%$29.3M$35.2M+$5.9M2026-11-09
Corda Investment Management, Llc.
INCREASED1,223,9941,188,376+35,618+3%$28.6M$34.9M+$6.3M2026-10-22
Tctc Holdings, LLC
DECREASED1,215,7941,234,102-18,308-1%$29.7M$34.7M+$5.0M2026-11-02
Retirement Systems of Alabama
DECREASED1,195,2633,464,888-2,269,625-65%$83.4M$34.1M-$49.3M2026-11-04
Xponance LLC
INCREASED1,173,5581,108,420+65,138+6%$26.7M$33.5M+$6.8M2026-11-03
Kepler Cheuvreux (Suisse) SA
DECREASED1,164,7441,405,592-240,848-17%$33.8M$33.2M-$617.0K2026-10-20
Allspring Global Investments Holdings, LLC
INCREASED1,132,2911,019,768+112,523+11%$24.4M$31.8M+$7.5M2026-11-04
Alps Advisors Inc
DECREASED1,114,9641,137,828-22,864-2%$27.4M$31.8M+$4.4M2026-11-03
Meyer Handelman Co
DECREASED1,075,3531,098,861-23,508-2%$26.5M$30.7M+$4.2M2026-10-28
Concurrent Investment Advisors, LLC
INCREASED1,069,229891,770+177,459+20%$21.5M$30.5M+$9.0M2026-10-16
Daiwa Securities Group Inc.
INCREASED1,067,2701,029,019+38,251+4%$24.8M$30.4M+$5.7M2026-10-29
Neos Investment Management LLC
INCREASED1,059,181930,777+128,404+14%$22.4M$30.2M+$7.8M2026-11-04
Valley Wealth Managers, Inc.
INCREASED1,035,1921,014,187+21,005+2%$24.4M$29.5M+$5.1M2026-10-09
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED1,029,9411,079,875-49,934-5%$26.0M$29.4M+$3.4M2026-10-19
Nexus Investment Management ULC
INCREASED1,024,3201,023,770+550+0%$24.7M$29.2M+$4.6M2026-10-27
Rakuten Investment Management, Inc.
INCREASED1,023,011931,567+91,444+10%$22.7M$29.4M+$6.7M2026-10-30
Bank Julius Baer & Co. Ltd, Zurich
INCREASED997,814909,736+88,078+10%$22.0M$28.5M+$6.5M2026-10-29
Nisa Investment Advisors, LLC
DECREASED972,1741,170,783-198,609-17%$28.2M$27.7M-$466.1K2026-10-20
Wedge Capital Management L L P
INCREASED968,62513,423+955,202+7116%$323.2K$27.6M+$27.3M2026-10-13
Amalgamated Bank
DECREASED965,830993,106-27,276-3%$23.9M$27.5K-$23.9M2026-10-23
Foundation Resource Management Inc
INCREASED938,979936,078+2,901+0%$22.5M$26.8M+$4.2M2026-10-19
Arnhold LLC
DECREASED931,2971,018,797-87,500-9%$24.5M$26.6M+$2.0M2026-10-26
ProShare Advisors LLC
INCREASED920,410906,089+14,321+2%$21.8M$26.3M+$4.4M2026-10-29
Vontobel Holding Ltd.
DECREASED908,096916,169-8,073-1%$22.1M$25.9M+$3.8M2026-10-16
Ethic Inc.
DECREASED881,044882,175-1,1310%$21.2M$25.1M+$3.9M2026-11-03
Torray Investment Partners LLC
INCREASED864,169859,418+4,751+1%$20.7M$24.6M+$4.0M2026-10-30
OP Asset Management Ltd
INCREASED858,152633,811+224,341+35%$15.3M$24.5M+$9.2M2026-11-05
Foster Victor Wealth Advisors, LLC
INCREASED847,509819,225+28,284+3%$19.9M$25.0M+$5.1M2026-10-21
Thrivent Financial for Lutherans
INCREASED846,816517,789+329,027+64%$12.5M$24.1K-$12.4M2026-11-05
PBU - The Pension Fund of Early Childhood & Youth Educators
INCREASED844,035785,368+58,667+7%$18.9M$24.1M+$5.2M2026-11-06
Grimes & Co Wealth Management, LLC
INCREASED837,455805,088+32,367+4%$19.4M$23.9M+$4.5M2026-10-29
Police & Firemen's Retirement System of New Jersey
DECREASED834,759851,894-17,135-2%$20.5M$23.8M+$3.3M2026-11-09
Sumitomo Mitsui DS Asset Management Company, Ltd
DECREASED830,349872,935-42,586-5%$21.0M$23.7M+$2.7M2026-10-20
Sound Income Strategies, LLC
INCREASED819,569805,732+13,837+2%$19.4M$22.8M+$3.4M2026-10-09
New York Life Investment Management LLC
DECREASED792,930794,237-1,3070%$19.1M$22.6M+$3.5M2026-11-04
Jefferies Financial Group Inc.
INCREASED792,649642,123+150,526+23%$15.5M$22.6M+$7.1M2026-11-05
Exchange Traded Concepts, LLC
DECREASED789,8071,293,117-503,310-39%$31.1M$22.5M-$8.6M2026-10-28
Oppenheimer & Co Inc
DECREASED781,802809,970-28,168-3%$19.5M$22.3M+$2.8M2026-10-26
Sarasin & Partners LLP
DECREASED780,970845,257-64,287-8%$20.4M$22.3M+$1.9M2026-10-13
Assetmark, Inc
INCREASED756,484732,448+24,036+3%$17.6M$21.6M+$3.9M2026-10-21
Illinois Municipal Retirement Fund
DECREASED750,341783,884-33,543-4%$18.9M$21.4M+$2.5M2026-11-05
Wealthfront Advisers LLC
INCREASED714,769672,665+42,104+6%$16.2M$20.4M+$4.2M2026-11-09
Coerente Capital Management
INCREASED713,125711,299+1,826+0%$17.1M$20.3M+$3.2M2026-10-29
ASR Vermogensbeheer N.V.
DECREASED710,824845,613-134,789-16%$20.4M$20.3M-$87.3K2026-10-16
UniSuper Management Pty Ltd
INCREASED710,723624,923+85,800+14%$15.0M$20.3M+$5.2M2026-10-26
Oregon Public Employees Retirement Fund
DECREASED700,740700,790-500%$16.9M$20.0M+$3.1M2026-10-30
Avanza Fonder AB
INCREASED693,019634,756+58,263+9%$15.3M$19.8M+$4.5M2026-10-13
Eurizon Capital SGR S.p.A.
DECREASED688,516909,039-220,523-24%$21.9M$19.7M-$2.3M2026-11-06
TD Waterhouse Canada Inc.
INCREASED686,968673,108+13,860+2%$16.1M$19.3M+$3.2M2026-10-16
Quintet Private Bank (Europe) S.A.
INCREASED684,746486,935+197,811+41%$11.7M$19.5M+$7.8M2026-10-08
Nordea Investment Management AB
DECREASED680,8452,318,237-1,637,392-71%$55.5M$19.5M-$36.0M2026-11-09
State of Alaska, Department of Revenue
DECREASED658,368676,905-18,537-3%$16.3M$18.8K-$16.3M2026-10-15
Fideuram Asset Management (Ireland) dac
INCREASED657,007520,530+136,477+26%$13.4M$17.4M+$4.1M2026-10-29
BI Asset Management Fondsmaeglerselskab A/S
DECREASED654,144696,017-41,873-6%$16.8M$18.7K-$16.7M2026-10-22
Busey Bank
DECREASED653,648658,872-5,224-1%$15.9M$18.6M+$2.8M2026-10-26
Aberdeen Group plc
DECREASED648,7046,163,309-5,514,605-89%$148.4M$123.8M-$24.6M2026-11-06
Intact Investment Management Inc.
DECREASED646,400679,300-32,900-5%$16.4M$18.4M+$2.1M2026-11-03
Private Wealth Partners, LLC
INCREASED645,070619,840+25,230+4%$14.9M$18.4M+$3.5M2026-10-22
B. Metzler seel. Sohn & Co. AG
INCREASED639,754576,524+63,230+11%$13.9M$18.2M+$4.4M2026-10-30
Quilter Plc
DECREASED621,511662,928-41,417-6%$16.0M$17.7M+$1.8M2026-10-21
SBI Securities Co., Ltd.
DECREASED615,914623,853-7,939-1%$15.0M$17.6M+$2.5M2026-10-22
Thompson Siegel & Walmsley LLC
INCREASED596,174589,575+6,599+1%$14.2M$17.0K-$14.2M2026-11-05
Cheviot Value Management, LLC
DECREASED585,528612,610-27,082-4%$14.8M$16.7M+$1.9M2026-11-09
Mutual of America Capital Management LLC
DECREASED581,850586,162-4,312-1%$14.1M$16.6M+$2.5M2026-10-23
ABN Amro Investment Solutions
INCREASED581,567366,987+214,580+58%$8.8M$16.6M+$7.7M2026-10-21
Davidson Investment Advisors
DECREASED563,569570,345-6,776-1%$13.7M$16.1M+$2.3M2026-10-20
QSM Asset Management Ltd
UNCHANGED559,438559,43800%$13.5M$16.0M+$2.6M2026-11-05
Farther Finance Advisors, LLC
INCREASED545,850395,297+150,553+38%$9.5M$15.6M+$6.0M2026-10-08
Cyndeo Wealth Partners, LLC
INCREASED544,484536,714+7,770+1%$12.9M$15.5M+$2.6M2026-10-16
Allworth Financial LP
INCREASED540,707360,280+180,427+50%$8.7M$13.0M+$4.3M2026-11-06
Savant Capital, LLC
INCREASED521,526423,589+97,937+23%$11.0M$14.9M+$3.9M2026-11-06
Yousif Capital Management, LLC
DECREASED518,704525,468-6,764-1%$12.7M$14.8M+$2.1M2026-10-22
LBP AM SA
INCREASED513,106477,573+35,533+7%$11.5M$14.6M+$3.1M2026-11-06
Lido Advisors, LLC
INCREASED511,165421,273+89,892+21%$10.1M$14.6M+$4.4M2026-11-04
Cantor Fitzgerald Investment Advisors L.P.
INCREASED501,592497,083+4,509+1%$12.0M$14.3M+$2.3M2026-10-21
Villere ST Denis J & Co LLC
DECREASED501,420536,351-34,931-7%$12.9M$14.3M+$1.4M2026-11-04
Americana Partners, LLC
INCREASED500,769475,179+25,590+5%$11.4M$14.3M+$2.8M2026-10-28
Davenport & Co LLC
INCREASED492,768446,366+46,402+10%$10.8M$14.1M+$3.3M2026-10-14
Old National Bancorp
INCREASED492,420492,066+354+0%$11.8M$14.0M+$2.2M2026-10-20
Stockman Wealth Management, Inc.
INCREASED482,026465,614+16,412+4%$11.2M$13.7M+$2.5M2026-10-27
Bell Bank
DECREASED481,296484,403-3,107-1%$11.7M$13.7M+$2.1M2026-10-21
AIA Group Ltd
DECREASED476,665638,590-161,925-25%$15.4M$13.6M-$1.8M2026-10-30
Allied Investment Advisors, LLC
INCREASED473,320449,358+23,962+5%$10.8M$13.5M+$2.7M2026-10-13
Thompson Investment Management, Inc.
DECREASED468,712469,287-5750%$11.3M$13.4M+$2.1M2026-10-14
Mizuho Securities USA LLC
INCREASED465,313446,202+19,111+4%$10.7M$13.2M+$2.5M2026-11-09
Tectonic Advisors LLC
INCREASED465,200432,091+33,109+8%$10.4M$13.3M+$2.9M2026-10-22
Marble Harbor Investment Counsel, LLC
INCREASED464,644444,113+20,531+5%$10.7M$13.3M+$2.6M2026-11-06
Philip James Wealth Mangement, LLC
INCREASED455,291443,426+11,865+3%$10.7M$13.0M+$2.3M2026-10-27
Gulf International Bank (UK) Ltd
UNCHANGED450,940450,94000%$10.9M$12.9K-$10.8M2026-10-20
Clifford Swan Investment Counsel LLC
DECREASED449,674458,641-8,967-2%$11.0M$12.8M+$1.8M2026-11-05
Evergreen Capital Management LLC
DECREASED448,838506,065-57,227-11%$12.2M$12.8M+$614.8K2026-10-23
Citizens Financial Group Inc
INCREASED446,847309,137+137,710+45%$7.4M$12.7M+$5.3M2026-10-23
Teachers Retirement System of the State of Kentucky
UNCHANGED444,666444,66600%$10.7M$12.7K-$10.7M2026-11-10
HB Wealth Management, LLC
INCREASED443,658350,351+93,307+27%$8.4M$12.7M+$4.2M2026-10-23
Glenview Trust Co
DECREASED438,245442,787-4,542-1%$10.7M$12.5M+$1.8M2026-10-28
Rockland Trust Co
INCREASED437,758430,196+7,562+2%$10.4M$12.5M+$2.1M2026-10-05
Factory Mutual Insurance Co
DECREASED436,200437,600-1,4000%$10.5M$12.4M+$1.9M2026-10-30
Gilman Hill Asset Management, LLC
DECREASED422,861428,237-5,376-1%$10.3M$12.1M+$1.7M2026-10-13
WoodTrust Financial Corp
INCREASED418,180416,886+1,294+0%$10.0M$11.9K-$10.0M2026-10-09
Continental Advisors LLC
DECREASED410,938415,438-4,500-1%$10.0M$11.7M+$1.7M2026-10-13
General American Investors Co Inc
UNCHANGED405,808405,80800%$9.8M$11.6M+$1.8M2026-11-02
Great Lakes Advisors, LLC
INCREASED405,135273,489+131,646+48%$6.6M$11.6M+$5.0M2026-11-06
Axxion S.A.
INCREASED403,065399,565+3,500+1%$9.6M$11.5M+$1.9M2026-10-22
Compagnie Lombard Odier SCmA
INCREASED399,661382,649+17,012+4%$9.2M$11.4M+$2.2M2026-11-04
Ibex Wealth Advisors
INCREASED395,387389,557+5,830+2%$9.4M$11.3M+$1.9M2026-11-06
Advocate Group LLC
INCREASED394,831394,161+670+0%$9.5M$11.3M+$1.8M2026-10-19
Fisher Funds Management LTD
INCREASED386,451324,451+62,000+19%$7.8M$11.0M+$3.2M2026-10-13
Boothe Investment Group, Inc.
INCREASED377,137353,811+23,326+7%$8.5M$10.8M+$2.2M2026-10-22
Bourgeon Capital Management LLC
INCREASED373,919372,849+1,070+0%$9.0M$10.7M+$1.7M2026-10-19
Capital Investment Advisors, LLC
DECREASED367,363398,271-30,908-8%$9.6M$10.5M+$886.8K2026-10-22
Vise Technologies, Inc.
INCREASED364,384314,153+50,231+16%$7.6M$10.4M+$2.8M2026-10-29
Canal Insurance Co
UNCHANGED360,000360,00000%$8.7M$10.3K-$8.7M2026-10-20
Ag2r LA Mondiale Gestion D'actifs
INCREASED354,448251,615+102,833+41%$6.1M$10.1M+$4.0M2026-10-26
Brookstone Capital Management
INCREASED353,245272,912+80,333+29%$6.6M$10.1M+$3.5M2026-10-22
First Horizon Corp
INCREASED351,531342,754+8,777+3%$8.3M$10.0M+$1.8M2026-10-26
Pinnacle Associates LTD
DECREASED350,777378,796-28,019-7%$9.1M$10.0M+$882.8K2026-10-20
Atria Investments, Inc
INCREASED347,080336,804+10,276+3%$8.1M$9.9M+$1.8M2026-10-15
Maryland State Retirement & Pension System
INCREASED346,375304,439+41,936+14%$7.3M$9.9M+$2.5M2026-11-05
Adams Asset Advisors, LLC
UNCHANGED345,049345,04900%$8.3M$9.8M+$1.5M2026-10-08
Hourglass Capital, LLC
DECREASED344,398357,348-12,950-4%$8.6M$9.8M+$1.2M2026-10-26
Merit Financial Group, LLC
INCREASED343,782272,103+71,679+26%$6.6M$9.8M+$3.3M2026-11-06
Bank Pictet & Cie (Europe) AG
INCREASED338,410320,378+18,032+6%$7.7M$9.7M+$1.9M2026-10-20
Viking Fund Management LLC
UNCHANGED338,000338,00000%$8.1M$9.6M+$1.5M2026-10-14
Corecam Pte. Ltd.
INCREASED337,830322,630+15,200+5%$7.8M$9.6M+$1.9M2026-10-23
Edgestream Partners, L.P.
NEW337,315—+337,315——$9.6M—2026-11-10
Cardinal Point Capital Management ULC
INCREASED337,011332,062+4,949+1%$8.0M$9.6M+$1.6M2026-10-21
Welch & Forbes LLC
DECREASED333,451341,080-7,629-2%$8.2M$9.5M+$1.3M2026-11-04
Kestra Private Wealth Services, LLC
INCREASED329,213297,975+31,238+10%$7.2M$9.4M+$2.2M2026-11-06
LVM Capital Management LTD
DECREASED328,723336,569-7,846-2%$8.1K$9.4M+$9.4M2026-10-20
Canada Post Corp Registered Pension Plan
DECREASED323,799406,760-82,961-20%$9.8M$9.3M-$495.3K2026-11-09
Triglav Investments, D.O.O.
DECREASED316,700333,000-16,300-5%$8.0M$9.0M+$1.0M2026-11-06
Elevation Point Wealth Partners, LLC
DECREASED314,666316,786-2,120-1%$7.6M$9.0M+$1.3M2026-11-05
Heritage Investors Management Corp
DECREASED311,647334,402-22,755-7%$8.1M$8.9K-$8.0M2026-10-29
Larson Financial Group LLC
DECREASED308,438310,250-1,812-1%$7.5M$8.8M+$1.3M2026-11-05
Howard Capital Management, LLC
INCREASED307,122193,027+114,095+59%$4.6M$8.8M+$4.1M2026-10-16
Hartford Investment Management Co
DECREASED305,109315,579-10,470-3%$7.6M$8.7M+$1.1M2026-11-04
Oppenheimer Asset Management Inc.
DECREASED304,291307,218-2,927-1%$7.4M$8.7M+$1.3M2026-10-27
Edgemoor Investment Advisors, Inc.
INCREASED302,272292,257+10,015+3%$7.0M$8.6M+$1.6M2026-11-03
Torrey Growth & Income Advisors
DECREASED301,695304,431-2,736-1%$7.3M$8.6M+$1.3M2026-11-04
Central Trust Co
DECREASED292,806300,724-7,918-3%$7.2M$8.4M+$1.1M2026-11-05
Contravisory Investment Management, Inc.
DECREASED291,842299,290-7,448-2%$7.2M$8.3M+$1.1M2026-10-13
Addenda Capital Inc.
UNCHANGED290,800290,80000%$7.0M$8.3M+$1.3M2026-10-13
Woodmont Investment Counsel LLC
INCREASED288,656284,542+4,114+1%$6.9M$8.2M+$1.4M2026-10-29
Argent Capital Management LLC
NEW285,009—+285,009——$8.1M—2026-10-05
NorthCrest Asset Manangement, LLC
INCREASED284,89558,166+226,729+390%$1.4M$7.9M+$6.5M2026-10-13
1834 Investment Advisors Co
DECREASED284,573289,830-5,257-2%$7.0M$8.1M+$1.1M2026-10-16
Kanawha Capital Management LLC
DECREASED284,417290,647-6,230-2%$7.0M$8.1M+$1.1M2026-10-19
Adell Harriman & Carpenter Inc
DECREASED283,168288,259-5,091-2%$6.9M$8.1M+$1.1M2026-11-02
Moors & Cabot, Inc.
DECREASED282,847307,330-24,483-8%$7.4M$8.1M+$666.3K2026-11-06
Patrick Mauro Investment Advisor, Inc.
INCREASED282,832186,365+96,467+52%$4.5M$8.1M+$3.6M2026-11-06
New Mexico Educational Retirement Board
UNCHANGED282,800282,80000%$6.8M$8.1K-$6.8M2026-11-05
Morningstar Investment Management LLC
INCREASED282,767274,915+7,852+3%$7.7M$8.1M+$344.9K2026-11-09
Everett Harris & Co
DECREASED280,932283,402-2,470-1%$6.8M$8.0M+$1.2M2026-10-28
First Bank & Trust
INCREASED280,754265,755+14,999+6%$6.4M$8.0M+$1.6M2026-10-19
Louisiana State Employees Retirement System
DECREASED280,300291,300-11,000-4%$7.0M$8.0M+$979.7K2026-10-20
Mesirow Financial Investment Management, Inc.
DECREASED279,656399,667-120,011-30%$9.6M$8.0M-$1.6M2026-11-05
Westchester Capital Management, Inc.
DECREASED276,155276,275-1200%$6.7M$7.9M+$1.2M2026-10-23
Morguard Lincluden Global Investments Ltd
DECREASED274,989302,092-27,103-9%$7.3M$7.8K-$7.3M2026-10-28
Washington Trust Co
DECREASED274,383280,405-6,022-2%$6.8M$7.8M+$1.1M2026-10-22
Regions Financial Corp
INCREASED270,557217,256+53,301+25%$5.2M$7.7M+$2.5M2026-11-05
SteelPeak Wealth, LLC
DECREASED269,029289,182-20,153-7%$7.0M$7.7M+$709.2K2026-10-16
Lowe Brockenbrough & Co Inc
INCREASED268,688216,527+52,161+24%$5.2M$7.7M+$2.4M2026-11-09
Skba Capital Management LLC
DECREASED262,150425,750-163,600-38%$10.3M$7.5M-$2.8M2026-11-09
Cornerstone Capital, Inc.
DECREASED261,209267,909-6,700-2%$6.5M$7.4M+$998.4K2026-11-10
Intech Investment Management LLC
DECREASED260,877270,453-9,576-4%$6.5M$7.4M+$927.7K2026-11-09
Generali Asset Management SPA SGR
INCREASED260,113255,024+5,089+2%$6.1M$7.4M+$1.3M2026-10-26
Park National Corp
INCREASED257,556242,081+15,475+6%$5.8M$7.3M+$1.5M2026-10-05
M&G Plc
DECREASED250,335418,626-168,291-40%$10.0M$7.3M-$2.8M2026-11-04
Kwmg, LLC
INCREASED248,744241,593+7,151+3%$5.8M$7.1M+$1.3M2026-10-07
Money Concepts Capital Corp
INCREASED248,721239,692+9,029+4%$5.8M$7.1M+$1.3M2026-11-06
Plato Investment Management Ltd
INCREASED245,620225,254+20,366+9%$5.4M$7.0M+$1.6M2026-11-05
Avantax Planning Partners, Inc.
INCREASED244,923237,765+7,158+3%$5.7M$7.0M+$1.3M2026-11-03
IFP Advisors, Inc
INCREASED243,978228,411+15,567+7%$5.5M$7.0M+$1.5M2026-10-16
Compound Planning, Inc.
DECREASED241,989242,706-7170%$5.8M$6.9M+$1.1M2026-11-09
Keystone Financial Planning, Inc.
DECREASED239,885242,093-2,208-1%$5.8M$6.8M+$1.0M2026-10-08
First Fiduciary Investment Counsel, Inc.
DECREASED239,084256,357-17,273-7%$6.2M$6.8K-$6.2M2026-10-27
AlphaCore Capital LLC
INCREASED237,701208,486+29,215+14%$5.0M$6.8M+$1.8M2026-11-04
John G Ullman & Associates Inc
INCREASED237,502229,216+8,286+4%$5.5M$6.8M+$1.3M2026-11-04
Argent Trust Co
DECREASED236,951238,779-1,828-1%$5.7M$6.8M+$1.0M2026-11-09
GFS Advisors, LLC
INCREASED236,830221,436+15,394+7%$326$6.8M+$6.8M2026-11-03
Blume Capital Management, Inc.
DECREASED236,497241,130-4,633-2%$5.8M$6.7M+$938.5K2026-10-26
Altrius Capital Management Inc
INCREASED234,129216,580+17,549+8%$5.2M$6.7M+$1.5M2026-11-05
Baugh & Associates, LLC
INCREASED233,761208,631+25,130+12%$5.0M$5.9M+$854.9K2026-10-16
United Asset Strategies, Inc.
INCREASED231,19926,793+204,406+763%$645.2K$6.6M+$5.9M2026-10-28
J.W. Cole Advisors, Inc.
DECREASED230,377235,737-5,360-2%$5.7M$6.6M+$893.8K2026-11-05
Midwest Trust Co
INCREASED230,197224,786+5,411+2%$5.4M$6.6M+$1.2M2026-10-22
Hennessy Advisors Inc
DECREASED228,900296,113-67,213-23%$7.1M$6.5M-$602.2K2026-10-28
Stablepoint Partners, LLC
INCREASED225,571201,036+24,535+12%$4.8M$6.4M+$1.6M2026-11-03
Alpha Omega Wealth Management LLC
INCREASED224,834218,573+6,261+3%$5.3M$6.4M+$1.1M2026-10-23
TD Private Client Wealth LLC
INCREASED224,219217,302+6,917+3%$5.2M$6.4M+$1.2M2026-10-28
Allen Capital Group, LLC
INCREASED223,622218,728+4,894+2%$5.3M$6.4M+$1.1M2026-10-27
Leuthold Group, LLC
INCREASED223,599202,967+20,632+10%$4.9M$6.4M+$1.5M2026-11-04
Greenleaf Trust
DECREASED223,273224,968-1,695-1%$5.4M$6.4M+$950.5K2026-10-29
Zions Bancorporation, National Association
DECREASED221,836318,425-96,589-30%$7.7M$6.3M-$1.3M2026-11-06
Emerald Investment Advisers, LLC
INCREASED219,388198,881+20,507+10%$4.8M$6.3M+$1.5M2026-11-09
Park Avenue Securities LLC
DECREASED215,898220,927-5,029-2%$5.3M$6.2K-$5.3M2026-10-26
Raab & Moskowitz Asset Management LLC
DECREASED215,649226,116-10,467-5%$5.4M$6.2M+$705.4K2026-11-02
Yelin Lapidot Holdings Management Ltd.
UNCHANGED215,000215,00000%$5.2M$6.1M+$954.6K2026-10-26
Aegon Asset Management UK PLC
DECREASED210,771215,051-4,280-2%$5.2M$6.0M+$832.8K2026-11-04
Tokio Marine Asset Management Co LTD
INCREASED209,306198,023+11,283+6%$4.8M$6.0M+$1.2M2026-10-26
HUB Investment Partners, LLC
INCREASED208,491197,054+11,437+6%$4.7M$5.9M+$1.2M2026-11-03
Cullen T Bankers, Inc.
DECREASED208,375209,637-1,262-1%$5.0M$5.9M+$894.8K2026-10-28
Linscomb Wealth, Inc.
DECREASED206,568209,174-2,606-1%$5.0M$5.9M+$854.4K2026-11-05
E. Ohman J:or Asset Management AB
INCREASED205,117199,117+6,000+3%$4.8M$5.8M+$1.1M2026-10-22
Wedbush Securities Inc
DECREASED202,357202,441-840%$4.9M$5.8K-$4.9M2026-10-22
Fifth Third Wealth Advisors LLC
DECREASED202,081205,404-3,323-2%$4.9M$5.8M+$817.2K2026-10-22
Bellecapital International Ltd.
INCREASED197,529197,078+451+0%$4.7M$5.6M+$887.9K2026-10-21
Capital Investment Advisory Services, LLC
DECREASED196,383200,077-3,694-2%$4.8M$5.6M+$784.1K2026-10-30
Clearstead Advisors, LLC
DECREASED193,101197,145-4,044-2%$4.7M$5.5M+$759.9K2026-11-06
Martin Capital Partners, LLC
INCREASED192,106188,551+3,555+2%$4.5M$5.5M+$938.5K2026-10-07
Inspire Trust Co, N.A.
UNCHANGED192,000192,00000%$4.6M$5.5M+$852.5K2026-11-05
Chesley Taft & Associates LLC
DECREASED191,607194,317-2,710-1%$4.7M$5.5M+$785.5K2026-10-13
Brighton Jones LLC
INCREASED191,304155,516+35,788+23%$3.7M$5.5M+$1.7M2026-11-03
Phoenix Financial Ltd.
DECREASED191,217253,976-62,759-25%$6.1M$5.5M-$647.6K2026-11-09
Union Bancaire Privee, UBP SA
INCREASED189,843174,631+15,212+9%$6.3M$8.7M+$2.4M2026-11-04
KMG Fiduciary Partners, LLC
DECREASED189,556190,888-1,332-1%$4.6M$5.4M+$809.6K2026-10-14
Financiere des Professionnels - Fonds d'investissement inc.
DECREASED188,562201,100-12,538-6%$4.8M$5.4M+$535.3K2026-11-03
Choreo, LLC
INCREASED188,518176,708+11,810+7%$4.3M$5.4M+$1.1M2026-10-28
Sigma Planning Corp
DECREASED188,239210,735-22,496-11%$5.1M$5.4M+$291.7K2026-10-23
Fiduciary Alliance LLC
DECREASED188,225422,829-234,604-55%$10.2M$5.4M-$4.8M2026-10-13
Apollon Wealth Management, LLC
INCREASED187,096168,834+18,262+11%$4.1M$5.3M+$1.3M2026-10-23
Columbia Asset Management
DECREASED185,777190,168-4,391-2%$4.6M$5.3M+$719.1K2026-10-19
Daymark Wealth Partners, LLC
INCREASED185,180173,196+11,984+7%$4.2M$5.3M+$1.1M2026-11-04
North Star Investment Management Corp.
INCREASED184,249179,122+5,127+3%$4.3M$5.3M+$941.5K2026-10-27
Schaper Benz & Wise Investment Counsel Inc
DECREASED182,735187,450-4,715-3%$4.5M$5.2M+$697.8K2026-10-09
Farmers & Merchants Investments Inc
INCREASED182,046180,784+1,262+1%$4.4M$5.2M+$838.7K2026-10-22
Premier Fund Managers Ltd
DECREASED180,000454,800-274,800-60%$11.1K$5.2K-$5.9K2026-11-02
Hollow Brook Wealth Management LLC
DECREASED178,823196,805-17,982-9%$4.7M$5.1M+$361.0K2026-10-29
Bonness Enterprises Inc
UNCHANGED178,308178,30800%$4.3M$5.1M+$791.7K2026-10-08
Mystic Asset Management, Inc.
DECREASED177,591178,085-4940%$4.3M$5.1M+$776.6K2026-10-15
UMB Bank, n.a.
DECREASED176,814185,809-8,995-5%$4.5M$5.0M+$568.5K2026-11-06
Strategic Family Wealth Counselors, L.L.C.
INCREASED175,666175,617+49+0%$4.2M$5.0M+$781.1K2026-10-29
Wilkins Investment Counsel Inc
DECREASED175,561176,761-1,200-1%$4.3M$5.0M+$750.6K2026-11-03
BAR Harbor Wealth Management
INCREASED174,972173,222+1,750+1%$4.2M$5.0M+$819.0K2026-10-21
Hantz Financial Services, Inc.
INCREASED174,666168,432+6,234+4%$4.1M$5.0K-$4.1M2026-11-09
North Dakota State Investment Board
INCREASED174,398168,928+5,470+3%$4.1M$5.0M+$906.0K2026-10-27
Chicago Partners Investment Group LLC
INCREASED173,66696,817+76,849+79%$2.4M$5.2M+$2.8M2026-10-27
Valeo Financial Advisors, LLC
INCREASED172,660169,378+3,282+2%$4.1M$4.9M+$845.6K2026-10-08
Sowell Financial Services LLC
DECREASED172,311185,807-13,496-7%$4.5M$4.9M+$440.1K2026-10-23
Verdence Capital Advisors LLC
INCREASED171,304168,925+2,379+1%$4.1M$4.9M+$817.9K2026-10-26
Canandaigua National Bank & Trust Co
INCREASED171,242160,394+10,848+7%$3.9M$4.9M+$1.0M2026-10-07
Monte Financial Group, LLC
DECREASED170,888173,412-2,524-1%$4.3M$4.9M+$536.7K2026-11-02
First Financial Bank - Trust Division
INCREASED170,089164,898+5,191+3%$4.0M$4.9M+$880.2K2026-10-01
Sterling Investment Advisors, Ltd.
INCREASED170,056143,333+26,723+19%$3.5M$4.8M+$1.4M2026-10-27
Wilmington Savings Fund Society, FSB
DECREASED170,048185,530-15,482-8%$4.5M$4.8M+$382.2K2026-10-23
Lawson Kroeker Investment Management Inc
DECREASED169,881174,686-4,805-3%$4.2M$4.8M+$638.6K2026-10-22
Signet Investment Advisory Group, Inc.
INCREASED169,268159,718+9,550+6%$3.8M$4.8M+$981.5K2026-10-30
Cohen Klingenstein LLC
UNCHANGED169,014169,01400%$4.1M$4.8M+$750.4K2026-10-15
Penn Davis Mcfarland Inc
DECREASED168,955169,415-4600%$4.1M$4.8M+$739.1K2026-10-23
Hamilton Point Investment Advisors, LLC
INCREASED168,714167,854+860+1%$4.0M$4.8M+$769.8K2026-11-03
Goelzer Investment Management, Inc.
DECREASED167,473170,730-3,257-2%$4.1M$4.8M+$665.2K2026-10-16
Griffith & Werner, Inc.
INCREASED167,162161,427+5,735+4%$3.9M$4.8M+$880.5K2026-11-04
Quadrant Capital Group LLC
INCREASED166,263162,907+3,356+2%$3.9M$4.7M+$794.1K2026-10-20
Drystone LLC
INCREASED165,915165,789+126+0%$4.0M$4.7M+$739.7K2026-10-30
Dudley & Shanley, Inc.
UNCHANGED165,000165,00000%$4.0M$4.7M+$732.6K2026-10-06
Frank, Rimerman Advisors LLC
INCREASED164,556164,115+441+0%$4.0M$4.7M+$741.3K2026-10-16
Corecam AG
DECREASED164,100164,350-2500%$4.0M$4.7M+$722.6K2026-10-29
Value Partners Investments Inc.
UNCHANGED164,000164,00000%$3.9M$4.7M+$737.6K2026-10-19
Ritholtz Wealth Management
DECREASED162,997193,644-30,647-16%$4.7M$4.6M-$14.3K2026-11-05
Aviance Capital Partners, LLC
INCREASED162,374159,351+3,023+2%$3.8M$4.6M+$793.7K2026-10-29
Kintegral Advisory, LLC
INCREASED161,504160,592+912+1%$3.9M$4.6M+$739.0K2026-10-16
AGF Management LTD
DECREASED161,428434,814-273,386-63%$10.5M$4.6M-$5.9M2026-11-03
Williams Jones Wealth Management, Llc.
DECREASED161,141162,713-1,572-1%$3.9M$4.6M+$677.6K2026-11-05
EagleClaw Capital Managment, LLC
INCREASED160,852153,401+7,451+5%$3.7M$4.6M+$893.6K2026-11-06
Venture Visionary Partners LLC
DECREASED160,246161,492-1,246-1%$3.9M$4.6M+$681.5K2026-10-07
Principle Wealth Partners LLC
DECREASED160,224160,668-4440%$3.9M$4.6M+$700.7K2026-11-02
CenterBook Partners LP
DECREASED159,468459,030-299,562-65%$11.1M$4.5M-$6.5M2026-11-02
Cutler Investment Counsel LLC
DECREASED159,355163,108-3,753-2%$3.9M$4.5M+$617.2K2026-10-28
HBK Sorce Advisory LLC
INCREASED158,941157,717+1,224+1%$4.1M$4.7M+$678.5K2026-11-06
Prospera Financial Services Inc
INCREASED158,676115,101+43,575+38%$2.8M$4.8M+$2.1M2026-11-04
Argyle Capital Management, LLC
INCREASED157,336155,636+1,700+1%$3.7M$4.5M+$739.5K2026-10-28
MH & Associates Securities Management Corp
INCREASED157,296156,767+529+0%$3.8M$4.5M+$711.1K2026-10-30
Plan Group Financial, LLC
INCREASED157,160133,266+23,894+18%$3.2M$4.7M+$1.5M2026-10-22
Wealthcare Advisory Partners LLC
INCREASED157,131147,571+9,560+6%$3.6M$4.5M+$927.9K2026-10-21
Visionary Wealth Advisors
DECREASED156,959160,713-3,754-2%$3.9M$4.5M+$606.5K2026-11-04
Moneco Advisors, LLC
DECREASED156,914170,546-13,632-8%$4.1M$4.5M+$368.4K2026-11-05
GF Fund Management Co. Ltd.
UNCHANGED156,777156,77700%$3.8M$4.5M+$696.1K2026-10-26
Excalibur Management Corp
INCREASED156,386155,777+609+0%$3.8M$4.5M+$709.0K2026-11-02
Generali Investments, Management Co LLC
DECREASED155,794189,601-33,807-18%$4.6M$4.4M-$122.3K2026-10-19
Belpointe Asset Management LLC
DECREASED154,383156,552-2,169-1%$3.8M$4.4M+$633.2K2026-11-09
Koshinski Asset Management, Inc.
INCREASED153,585146,261+7,324+5%$3.5M$4.4M+$858.3K2026-10-29
Pine Valley Investments Ltd Liability Co
INCREASED152,749150,761+1,988+1%$3.6M$4.4M+$726.1K2026-11-09
Diversified Trust Co
INCREASED151,902150,996+906+1%$3.6M$4.3M+$696.3K2026-11-06
SS&H Financial Advisors, Inc.
DECREASED151,598153,923-2,325-2%$3.7M$4.3K-$3.7M2026-10-28
Robertson Stephens Wealth Management, LLC
INCREASED151,326148,619+2,707+2%$3.6M$4.3M+$737.1K2026-10-16
Perpetual Ltd
INCREASED150,513134,576+15,937+12%$3.2M$4.3M+$1.1M2026-10-13
Csenge Advisory Group
DECREASED150,358154,984-4,626-3%$3.7M$4.3M+$556.2K2026-11-04
Parsons Capital Management Inc
INCREASED149,914145,818+4,096+3%$3.5M$4.3M+$764.2K2026-10-28
Trust Co of Toledo NA
DECREASED149,048149,751-7030%$3.6M$4.3M+$644.8K2026-10-16
Trust Co of Vermont
DECREASED149,045158,728-9,683-6%$3.8M$4.3M+$428.6K2026-10-21
Kerusso Capital Management LLC
INCREASED148,25173,697+74,554+101%$1.8M$4.2M+$2.5M2026-10-27
Securian Asset Management, Inc
DECREASED148,052151,478-3,426-2%$3.8M$4.2M+$427.9K2026-11-06
NLB Skladi, upravljanje premozenja, d.o.o.
DECREASED147,874163,956-16,082-10%$3.9M$4.2M+$269.3K2026-10-22
NewSquare Capital LLC
INCREASED147,864142,215+5,649+4%$3.4M$4.2M+$792.5K2026-11-06
Certuity, LLC
DECREASED146,879150,075-3,196-2%$3.6M$4.2M+$575.2K2026-11-02
Capricorn Fund Managers Ltd
INCREASED144,56822,130+122,438+553%$532.9K$4.1M+$3.6M2026-11-03
NBT Bank, N.A.
DECREASED144,506152,177-7,671-5%$3.7M$4.1M+$456.9K2026-10-21
Ascent Group, LLC
DECREASED144,481157,175-12,694-8%$3.8M$4.1M+$335.8K2026-10-30
Fishman JAY A LTD
DECREASED143,996144,996-1,000-1%$3.5M$4.1M+$615.3K2026-10-26
Gallagher Capital Advisors, LLC
INCREASED143,311141,242+2,069+1%$3.4M$4.1M+$686.1K2026-10-09
Keeler Thomas Management LLC
DECREASED142,860145,127-2,267-2%$3.5M$4.1M+$579.7K2026-10-29
Cypress Capital Group
INCREASED141,083138,473+2,610+2%$3.3M$4.0M+$689.3K2026-11-03
Mill Capital Management, LLC
DECREASED140,638143,638-3,000-2%$3.5M$4.0M+$552.2K2026-10-26
Griffin Asset Management, Inc.
DECREASED140,445143,861-3,416-2%$3.5M$4.0M+$541.3K2026-10-22
West Wealth Group, LLC
INCREASED138,2269,499+128,727+1355%$228.8K$380.9K+$152.1K2026-10-14
Simplicity Wealth,LLC
INCREASED137,312109,120+28,192+26%$2.6M$3.9M+$1.3M2026-10-23
International Assets Investment Management, LLC
DECREASED136,428163,689-27,261-17%$3.3M$3.8M+$499.0K2026-11-02
Diversify Advisory Services, LLC
INCREASED135,927117,466+18,461+16%$2.9M$4.0M+$1.1M2026-10-20
Diversify Wealth Management, LLC
INCREASED135,927117,466+18,461+16%$2.9M$4.0M+$1.1M2026-10-20
Wesbanco Bank Inc
DECREASED135,753162,515-26,762-16%$3.9M$3.9M-$41.7K2026-11-04
Jacobi Capital Management LLC
INCREASED135,056133,653+1,403+1%$3.2M$3.9M+$633.4K2026-11-05
Cardinal Capital Management
INCREASED134,651124,537+10,114+8%$3.0M$3.8M+$841.4K2026-10-21
BridgePort Financial Solutions, LLC
INCREASED133,512128,811+4,701+4%$3.1M$3.8M+$706.0K2026-11-02
Arete Wealth Advisors, LLC
INCREASED133,175129,520+3,655+3%$3.1M$3.8M+$686.9K2026-11-09
Patrick M Sweeney & Associates, Inc
INCREASED132,471123,314+9,157+7%$3.0M$3.8M+$808.7K2026-10-22
ProVise Management Group, LLC
DECREASED131,282145,537-14,255-10%$3.5M$3.7M+$239.6K2026-11-06
Old North State Wealth Management, LLC
INCREASED130,952124,354+6,598+5%$3.0M$3.7M+$740.5K2026-10-22
Dmkc Advisory Services, LLC
INCREASED129,327117,624+11,703+10%$2.8M$3.7M+$856.0K2026-11-04
MassMutual Private Wealth & Trust, FSB
INCREASED128,329115,825+12,504+11%$2.8M$3.7M+$870.9K2026-10-05
Hengehold Capital Management LLC
INCREASED128,306123,873+4,433+4%$3.0M$3.7M+$676.4K2026-10-16
Carnegie Investment Counsel
DECREASED128,303129,803-1,500-1%$3.1M$3.7M+$533.5K2026-10-20
Leelyn Smith, LLC
INCREASED128,235123,384+4,851+4%$3.0M$3.7M+$686.2K2026-11-03
Marco Investment Management LLC
DECREASED127,636134,025-6,389-5%$3.2M$3.6M+$412.9K2026-11-09
Cherokee Insurance Co
UNCHANGED126,947126,94700%$3.1M$3.6M+$563.6K2026-11-05
Leonteq Securities AG
INCREASED126,85567,691+59,164+87%$1.6M$3.6M+$2.0M2026-10-29
Eagle Capital Management, LLC
DECREASED126,546126,581-350%$3.0K$3.6K+$5612026-10-19
Xcel Wealth Management, LLC
DECREASED126,138164,138-38,000-23%$4.0M$3.6M-$355.0K2026-10-26
First Citizens Bank & Trust Co
INCREASED126,02879,991+46,037+58%$1.9M$3.6M+$1.7M2026-10-14
Fulton Bank, N.A.
DECREASED125,242128,183-2,941-2%$3.1M$3.6M+$485.3K2026-10-14
MGO One Seven LLC
DECREASED124,841138,195-13,354-10%$3.3M$3.6M+$232.7K2026-10-28
Monarch Capital Management Inc
DECREASED123,947127,572-3,625-3%$3.1M$3.5M+$463.0K2026-10-19
SFE Investment Counsel
INCREASED123,515122,530+985+1%$3.0M$3.5M+$572.1K2026-10-29
Crestwood Advisors Group, LLC
DECREASED123,362137,811-14,449-10%$3.3M$3.5M+$199.8K2026-10-27
B. Riley Wealth Advisors, Inc.
INCREASED123,19690,498+32,698+36%$2.2M$3.5M+$1.3M2026-10-13
Focused Wealth Management, Inc
INCREASED123,144119,833+3,311+3%$2.9M$3.5M+$626.5K2026-10-30
Independent Financial Group, LLC
INCREASED122,978122,166+812+1%$2.9M$3.5M+$565.6K2026-10-13
Cohen Investment Advisors LLC
DECREASED121,277124,325-3,048-2%$3.0M$3.5M+$465.1K2026-10-20
First Interstate Bank
DECREASED120,616127,285-6,669-5%$3.1M$3.4M+$374.9K2026-10-23
Old Port Advisors
INCREASED120,557114,101+6,456+6%$2.7M$3.4M+$690.7K2026-10-23
Walled Lake Planning & Wealth Management, LLC
INCREASED120,196119,517+679+1%$2.9M$3.4M+$550.0K2026-10-29
Perigon Wealth Management, LLC
DECREASED119,629152,791-33,162-22%$3.7M$3.4M-$267.4K2026-10-22
Profund Advisors LLC
INCREASED117,15973,381+43,778+60%$1.8M$3.3M+$1.6M2026-10-29
Wernau Asset Management Inc.
DECREASED116,951119,725-2,774-2%$2.9M$3.3M+$452.5K2026-10-19
U S Wealth Group, Llc.
DECREASED116,618116,761-1430%$2.8M$3.3M+$514.3K2026-11-09
WBI Investments, LLC
INCREASED115,565102,076+13,489+13%$2.5M$3.3M+$837.9K2026-11-05
Integrity Alliance, Llc.
INCREASED114,957112,680+2,277+2%$2.7M$3.3M+$565.2K2026-10-29
Raleigh Capital Management Inc.
DECREASED114,539114,644-1050%$2.8M$3.3M+$506.0K2026-10-28
Community Trust & Investment Co
DECREASED114,464124,894-10,430-8%$3.0M$3.3M+$257.1K2026-10-15
Massachusetts Wealth Management
INCREASED114,165110,815+3,350+3%$2.7M$3.3M+$587.6K2026-10-21
Cornerstone Wealth Management, LLC
INCREASED113,761112,180+1,581+1%$2.7M$3.2M+$543.2K2026-11-04
Barry Investment Advisors, LLC
DECREASED113,528114,880-1,352-1%$2.8M$3.2M+$471.5K2026-10-14
Krilogy Financial LLC
INCREASED113,50288,365+25,137+28%$2.1M$3.2M+$1.1M2026-10-13
Naples Global Advisors, LLC
DECREASED113,386113,546-1600%$2.7M$3.2M+$499.6K2026-11-05
Guyasuta Investment Advisors Inc
DECREASED113,046113,231-1850%$2.7M$3.2M+$497.5K2026-10-15
Coldstream Capital Management Inc
INCREASED112,791110,237+2,554+2%$2.7M$3.2M+$562.3K2026-11-09
Jamison Private Wealth Management, Inc.
INCREASED110,446106,195+4,251+4%$2.6M$3.1M+$592.8K2026-10-14
Simplex Trading, LLC
DECREASED110,427640,977-530,550-83%$15.4M$3.1M-$12.3M2026-11-04
HF Advisory Group, LLC
INCREASED110,318102,378+7,940+8%$2.5M$3.1M+$681.0K2026-10-09
Sippican Capital Advisors
INCREASED110,167102,177+7,990+8%$2.5M$3.1M+$681.5K2026-10-23
Clear Harbor Asset Management, LLC
DECREASED110,122144,614-34,492-24%$3.5M$3.1M-$341.6K2026-11-05
Blue Trust, Inc.
DECREASED109,712110,872-1,160-1%$2.7M$3.1M+$459.2K2026-10-15
Kassira Wealth Management LLC
INCREASED109,673109,519+154+0%$2.6M$3.1M+$490.6K2026-10-28
Signaturefd, LLC
INCREASED108,903104,975+3,928+4%$2.5M$3.1M+$578.1K2026-10-23
Tema Etfs LLC
INCREASED108,124103,378+4,746+5%$2.5M$3.1M+$594.4K2026-10-16
Aurora Investment Managers, Llc.
INCREASED108,115108,034+81+0%$2.6K$3.1K+$4822026-10-15
Western Wealth Management, LLC
INCREASED107,82182,496+25,325+31%$2.0M$3.3M+$1.3M2026-11-09
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED107,648107,64800%$2.6M$2.6M$02026-10-15
Fulcrum Asset Management LLP
NEW107,464—+107,464——$3.1M—2026-11-04
Alerus Financial NA
INCREASED107,43787,204+20,233+23%$2.1M$3.1M+$964.2K2026-11-09
Confluence Wealth Services, Inc.
INCREASED107,30896,426+10,882+11%$2.3M$3.1M+$738.5K2026-11-05
Gamma Investing LLC
INCREASED107,26385,702+21,561+25%$2.1M$3.1M+$995.4K2026-10-08
Mcdonald Partners LLC
INCREASED107,072101,152+5,920+6%$2.4M$3.1M+$618.0K2026-11-03
Salem Investment Counselors Inc
DECREASED105,793106,893-1,100-1%$2.6M$3.0M+$443.2K2026-10-13
Prime Capital Investment Advisors, LLC
DECREASED105,111113,165-8,054-7%$2.7M$3.0M+$272.7K2026-10-20
Econ Financial Services Corp
DECREASED104,628185,641-81,013-44%$4.5M$3.0M-$1.5M2026-10-19
CWA Asset Management Group, LLC
INCREASED104,29499,813+4,481+4%$2.4M$3.0M+$571.0K2026-10-19
First Nebraska Trust Co
DECREASED104,083106,986-2,903-3%$2.6M$3.0M+$392.1K2026-10-30
First Pacific Financial
INCREASED103,932103,274+658+1%$2.5M$3.0M+$477.3K2026-10-14
Portside Wealth Group, LLC
INCREASED101,93589,045+12,890+14%$2.1M$2.9M+$763.0K2026-10-20
Soltis Investment Advisors LLC
INCREASED101,62626,981+74,645+277%$649.7K$2.9M+$2.2M2026-10-28
Shoker Investment Counsel, Inc.
INCREASED100,66899,923+745+1%$2.4M$2.9M+$464.9K2026-11-04
Vest Financial, LLC
DECREASED100,473101,513-1,040-1%$2.4M$2.9M+$421.1K2026-10-21
Associated Banc-Corp
DECREASED100,353151,296-50,943-34%$3.6M$2.9M-$781.1K2026-10-30
Unison Advisors LLC
INCREASED100,24098,488+1,752+2%$2.4M$2.9M+$487.3K2026-10-29
Brooktree Capital Management
DECREASED100,157101,128-971-1%$2.4M$2.9M+$421.3K2026-11-09
Cidel Asset Management Inc
INCREASED100,00997,941+2,068+2%$2.4M$2.9M+$493.8K2026-10-29
Hunter Associates Investment Management LLC
DECREASED99,634104,837-5,203-5%$2.5M$2.8K-$2.5M2026-10-26
Wedmont Private Capital
INCREASED99,49841,785+57,713+138%$1.0M$2.8M+$1.8M2026-10-09
Meridian Wealth Management, LLC
DECREASED99,302103,774-4,472-4%$2.5M$2.8M+$329.3K2026-11-05
OmniStar Financial Group, Inc.
NEW99,155—+99,155——$2.8M—2026-10-26
Symphony Financial, Ltd. Co.
INCREASED98,86840,314+58,554+145%$979.9K$2.8M+$1.8M2026-10-22
Investors Asset Management of Georgia Inc
INCREASED97,51493,803+3,711+4%$2.3M$2.8M+$522.3K2026-10-20
Kestra Investment Management, LLC
DECREASED97,453108,921-11,468-11%$2.6M$2.8M+$156.5K2026-11-04
Inlight Wealth Management, LLC
DECREASED97,08298,407-1,325-1%$2.4M$2.8M+$399.1K2026-10-21
Glass Wealth Management Co LLC
DECREASED96,210100,166-3,956-4%$2.4M$2.7M+$331.9K2026-10-28
Optimist Retirement Group LLC
INCREASED96,04793,529+2,518+3%$2.3M$2.7M+$487.1K2026-10-30
American Assets Investment Management, LLC
UNCHANGED96,00096,00000%$2.3M$2.7M+$426.2K2026-10-30
VAN Strum & Towne Inc.
INCREASED93,37385,044+8,329+10%$2.0M$2.7M+$615.1K2026-11-06
Carret Asset Management, LLC
DECREASED93,27195,897-2,626-3%$2.3M$2.7M+$350.9K2026-11-04
XML Financial, LLC
DECREASED92,95999,422-6,463-6%$2.4M$2.7M+$257.1K2026-10-29
Werlinich Asset Management, LLC
INCREASED92,60092,200+400+0%$2.2M$2.6M+$420.8K2026-10-09
Lynch & Associates
INCREASED92,13591,717+418+0%$2.2M$2.6M+$419.2K2026-10-13
Parallel Advisors, LLC
DECREASED92,07592,563-488-1%$2.2M$2.6M+$397.1K2026-11-03
Eagle Rock Investment Company, LLC
INCREASED91,49589,923+1,572+2%$2.2M$2.6M+$444.1K2026-10-21
Rare Wolf Capital LLC
DECREASED91,33092,920-1,590-2%$2.2M$2.6M+$367.2K2026-10-20
Ascent Wealth Partners, LLC
INCREASED91,12089,916+1,204+1%$2.2M$2.6M+$433.6K2026-10-23
M Holdings Securities, Inc.
NEW90,828—+90,828——$2.8K—2026-11-03
Ranch Capital Advisors Inc.
INCREASED90,70985,339+5,370+6%$2.1M$2.6M+$532.1K2026-11-09
Bill Few Associates, Inc.
DECREASED90,58791,121-534-1%$2.2M$2.6M+$389.3K2026-10-09
Woodstock Corp
DECREASED90,42590,767-3420%$2.2M$2.6M+$393.3K2026-10-13
Sky Investment Group LLC
NEW90,231—+90,231——$2.6M—2026-10-30
VestGen Advisors, LLC
INCREASED89,47474,689+14,785+20%$1.8M$2.6M+$753.3K2026-10-27
United Advisor Group, LLC
DECREASED88,62589,061-4360%$2.1M$2.5M+$383.0K2026-11-03
Joel Isaacson & Co., LLC
INCREASED88,60286,319+2,283+3%$2.1M$2.5M+$448.4K2026-11-05
Boyar Asset Management Inc.
DECREASED88,52492,395-3,871-4%$2.2M$2.5M+$299.8K2026-11-09
Steel Grove Capital Advisors, LLC
INCREASED88,37371,307+17,066+24%$1.7M$2.5M+$803.3K2026-10-13
LEE Danner & Bass Inc
DECREASED88,25689,551-1,295-1%$2.2M$2.5M+$360.7K2026-10-27
Catherine Avery Investment Management LLC
DECREASED88,181227,951-139,770-61%$5.5M$2.5M-$3.0M2026-10-14
SVB Wealth LLC
DECREASED88,11593,921-5,806-6%$2.3M$2.5M+$251.4K2026-11-06
Slocum, Gordon & Co LLP
DECREASED88,01188,494-483-1%$2.1M$2.5M+$379.1K2026-10-19
Disciplined Equity Management, Inc.
INCREASED87,92086,560+1,360+2%$2.1M$2.5M+$423.1K2026-10-14
O'Keefe Stevens Advisory, Inc.
INCREASED87,08580,568+6,517+8%$1.9M$2.5M+$543.6K2026-10-09
Beacon Financial Group
DECREASED86,80194,815-8,014-8%$2.3M$2.5M+$192.4K2026-10-19
Moody National Bank Trust Division
INCREASED86,62783,566+3,061+4%$2.0M$2.5M+$458.3K2026-10-06
Good Harbor Advisors, Inc.
DECREASED86,46586,952-487-1%$2.1M$2.5M+$372.2K2026-10-20
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
INCREASED86,42661,715+24,711+40%$1.5M$2.5M+$978.8K2026-10-22
SWS Partners
DECREASED86,17992,241-6,062-7%$2.2M$2.5M+$236.6K2026-10-26
J. Safra Sarasin Holding AG
DECREASED85,66092,059-6,399-7%$2.3M$2.4M+$177.8K2026-10-26
Iowa State Bank
DECREASED85,30787,501-2,194-3%$2.1M$2.4M+$325.9K2026-10-06
Searle & Co.
DECREASED85,04888,705-3,657-4%$2.1M$2.4M+$289.6K2026-11-04
Summit Financial Wealth Advisors, LLC
DECREASED85,02886,749-1,721-2%$2.1M$2.4M+$336.1K2026-10-15
Cove Private Wealth, LLC
INCREASED84,57584,332+243+0%$2.0M$2.4M+$381.4K2026-10-28
Beese Fulmer Investment Management, Inc.
INCREASED84,50083,085+1,415+2%$2.0M$2.4M+$409.3K2026-10-23
Whitener Capital Management, Inc.
INCREASED83,47482,959+515+1%$2.0M$2.4M+$383.0K2026-10-15
Ascentis Wealth Management, LLC
INCREASED83,24481,054+2,190+3%$2.0M$2.4M+$422.5K2026-11-03
Generali Investments Towarzystwo Funduszy Inwestycyjnych
DECREASED83,00087,000-4,000-5%$2.1M$2.4M+$272.2K2026-11-06
Accurate Wealth Management, LLC
INCREASED82,88959,520+23,369+39%$1.4M$2.4M+$913.0K2026-10-20
Atlas Brown,Inc.
INCREASED82,43380,876+1,557+2%$1.9M$2.4M+$403.5K2026-10-09
Waters Parkerson & Co., LLC
DECREASED81,95296,842-14,890-15%$2.3M$2.3M+$5.3K2026-11-04
Brendel Financial Advisors LLC
DECREASED81,78881,988-2000%$2.0M$2.3M+$358.3K2026-11-09
Kingswood Wealth Advisors, LLC
INCREASED81,72379,869+1,854+2%$1.9M$2.3M+$407.5K2026-10-23
Axxcess Wealth Management, LLC
DECREASED81,588202,855-121,267-60%$4.9M$2.3M-$2.6M2026-10-21
Private Management Group Inc
DECREASED81,49481,843-3490%$2.0M$2.3M+$353.4K2026-11-04
Promethium Advisors,llc
UNCHANGED81,37881,37800%$2.0M$2.3M+$361.3K2026-10-19
Silverlake Wealth Management LLC
INCREASED80,83180,679+152+0%$1.9M$2.3M+$362.6K2026-10-21
Quadrant Private Wealth Management, LLC
NEW80,557—+80,557——$2.3M—2026-11-04
Virtus Family Office LLC
INCREASED80,10570,574+9,531+14%$1.7M$2.3M+$585.2K2026-10-30
Harbour Investments, Inc.
DECREASED79,906141,011-61,105-43%$3.4M$2.3M-$1.1M2026-11-09
Uncommon Cents Investing Inc
INCREASED79,51774,762+4,755+6%$1.8M$2.3M+$467.6K2026-10-20
Shikiar Asset Management Inc
NEW79,500—+79,500——$2.3K—2026-10-20
Penobscot Investment Management Company, Inc.
UNCHANGED79,41079,41000%$1.9M$2.3M+$352.6K2026-10-26
Avidian Wealth Enterprises, LLC
DECREASED79,05279,424-3720%$1.9M$2.3M+$342.0K2026-10-08
Eastern Bank
DECREASED78,61488,290-9,676-11%$2.1M$2.2M+$116.0K2026-10-05
Wealth Effects LLC
DECREASED77,79178,083-2920%$1.9M$2.2M+$338.4K2026-10-23
Dana Investment Advisors, Inc.
INCREASED77,59375,072+2,521+3%$1.8M$2.2M+$405.2K2026-11-06
Ascentis Independent Advisors
NEW77,502—+77,502——$2.2M—2026-11-03
Radnor Capital Management, LLC
DECREASED77,42177,621-2000%$1.9M$2.2M+$338.9K2026-10-23
Cumberland Advisors Inc
INCREASED77,30071,300+6,000+8%$1.7M$2.2M+$487.7K2026-10-30
CoreCap Advisors, LLC
DECREASED77,13485,905-8,771-10%$2.1M$2.2M+$131.3K2026-10-08
Summit Global Investments
INCREASED76,93360,517+16,416+27%$1.5M$2.2K-$1.5M2026-10-28
Herold Advisors, Inc.
DECREASED76,02281,250-5,228-6%$2.0M$2.2M+$214.2K2026-10-19
Jacobs & Co
DECREASED75,91482,804-6,890-8%$2.0K$2.2K+$1722026-10-09
Trust Point Inc.
INCREASED75,48267,683+7,799+12%$1.6M$2.2M+$522.9K2026-10-27
Heartwood Wealth Advisors LLC
INCREASED75,03071,828+3,202+4%$1.7M$2.1M+$410.2K2026-10-05
LFG Wealth Partners, LLC
INCREASED73,38765,762+7,625+12%$1.6M$2.1M+$509.5K2026-10-28
Great Valley Advisor Group, Inc.
INCREASED72,65871,411+1,247+2%$1.7M$2.1M+$352.5K2026-11-09
John Boyer, Inc.
INCREASED72,03068,297+3,733+5%$1.6M$2.1M+$409.6K2026-10-27
Romano Brothers and Company
INCREASED71,87369,523+2,350+3%$1.7M$2.0M+$375.7K2026-10-22
Flagship Harbor Advisors, LLC
INCREASED71,51570,067+1,448+2%$1.7M$2.0M+$352.4K2026-10-26
Mission Wealth Management, LP
DECREASED71,30482,458-11,154-14%$2.0M$2.0M+$48.0K2026-10-15
Brown, Lisle Ings, Inc.
DECREASED71,29074,737-3,447-5%$1.8M$2.0M+$233.5K2026-10-16
Nations Financial Group Inc,
DECREASED70,68471,165-481-1%$1.7M$2.0M+$302.2K2026-11-05
PKO Investment Management Joint-Stock Co
DECREASED70,000166,450-96,450-58%$4.0M$2.0M-$2.0M2026-10-19
Missouri Trust & Investment Co
DECREASED69,94170,041-1000%$1.8M$2.0M+$243.0K2026-11-04
Chicago Trust Co NA
DECREASED69,60275,196-5,594-7%$1.8M$2.0M+$174.3K2026-10-28
Royal Fund Management, LLC
DECREASED69,41777,701-8,284-11%$1.9M$2.0M+$108.7K2026-10-22
Plancorp, LLC
DECREASED69,12769,231-1040%$1.7M$2.1M+$415.0K2026-11-03
Dynamic Financial Group
INCREASED69,06968,055+1,014+1%$1.6M$2.0M+$331.1K2026-10-28
B.A. Schrock Wealth Management, Inc.
NEW68,825—+68,825——$1.9M—2026-10-15
Next Level Private LLC
DECREASED68,76269,305-543-1%$1.7M$2.0M+$292.2K2026-10-20
Dudley Capital Management, LLC
INCREASED68,72268,090+632+1%$1.6M$2.0M+$320.4K2026-10-23
Parkside Financial Bank & Trust
DECREASED68,55170,487-1,936-3%$1.7M$2.0M+$257.7K2026-10-27
Point Windward Advisors Inc.
DECREASED68,53169,581-1,050-2%$1.7M$2.0M+$279.0K2026-11-06
Cascade Investment Advisors, Inc.
INCREASED68,52467,874+650+1%$1.6M$2.0M+$319.9K2026-11-02
Cordgrass Capital Advisors, LLC
UNCHANGED68,38868,38800%$1.6M$2.0M+$303.6K2026-10-30
Calamos Wealth Management LLC
INCREASED68,09765,212+2,885+4%$1.6M$1.9M+$371.8K2026-11-02
Ledyard National Bank
DECREASED67,946181,271-113,325-63%$4.4M$1.9M-$2.4M2026-10-21
True Private Wealth Advisors
INCREASED67,92066,968+952+1%$1.6M$1.9M+$324.5K2026-10-19
Pathway Financial Advisers, LLC
INCREASED67,90857,903+10,005+17%$1.4M$1.9M+$542.4K2026-10-27
Huntleigh Advisors, Inc.
INCREASED67,62966,578+1,051+2%$1.6M$1.9M+$325.5K2026-11-03
Heritage Trust Co
DECREASED67,47072,085-4,615-6%$1.7M$1.9M+$188.4K2026-11-09
Guardian Partners Inc.
INCREASED67,45546,810+20,645+44%$1.1M$1.9M+$796.6K2026-10-21
Burke & Herbert Bank & Trust Co
UNCHANGED67,28867,28800%$1.6M$1.9M+$298.8K2026-11-02
RDA Financial Network
DECREASED67,22169,539-2,318-3%$1.7M$1.9M+$242.7K2026-10-15
FNY Investment Advisers, LLC
INCREASED67,20050,150+17,050+34%$1.2K$1.9K+$7092026-10-16
Donoghue Forlines LLC
DECREASED67,12667,585-459-1%$1.6M$1.9M+$287.0K2026-11-02
Cohen Capital Management, Inc.
UNCHANGED67,03767,03700%$1.6M$1.9M+$297.6K2026-10-14
Harbor Capital Advisors, Inc.
INCREASED66,63466,351+283+0%$1.6M$1.9K-$1.6M2026-10-22
Boston Trust Walden Corp
DECREASED66,40767,014-607-1%$1.6M$1.9M+$280.2K2026-10-30
Kentucky Trust Co
INCREASED66,38165,411+970+1%$1.6M$1.9M+$318.1K2026-10-15
Autumn Glory Partners, LLC
INCREASED66,22166,212+9+0%$1.6M$1.9M+$294.2K2026-10-26
Community Bank & Trust, Waco, Texas
INCREASED65,93956,836+9,103+16%$1.4M$1.9K-$1.4M2026-10-19
Wendell David Associates Inc
UNCHANGED65,92265,92200%$1.6M$1.9K-$1.6M2026-10-27
WealthPlan Investment Management, LLC
DECREASED65,81266,572-760-1%$1.6M$1.9M+$273.9K2026-10-15
R.H. Dinel Investment Counsel, Inc.
DECREASED65,28567,935-2,650-4%$1.6M$1.9M+$226.1K2026-10-14
Stolper Co
INCREASED64,89463,611+1,283+2%$1.5K$1.9K+$3192026-10-13
Smithfield Trust Co
DECREASED64,74966,244-1,495-2%$1.6M$1.8K-$1.6M2026-11-09
Neville Rodie & Shaw Inc
UNCHANGED64,65864,65800%$1.6K$1.8K+$2872026-10-05
Ignite Planners, LLC
INCREASED64,49061,665+2,825+5%$1.5M$1.9M+$372.9K2026-10-14
Community Bank of Raymore
INCREASED64,42060,520+3,900+6%$1.5M$1.8M+$379.9K2026-10-23
Knuff & Co LLC
UNCHANGED63,85963,85900%$1.5M$1.8M+$283.5K2026-11-06
AMG National Trust Bank
INCREASED63,84763,296+551+1%$1.5M$1.8M+$296.7K2026-11-05
SeaCrest Wealth Management, LLC
DECREASED63,53984,062-20,523-24%$2.0M$1.8M-$212.1K2026-10-21
Intrua Financial, LLC
DECREASED63,45365,137-1,684-3%$1.6M$1.8M+$241.2K2026-10-28
Lazari Capital Management, Inc.
DECREASED63,44564,489-1,044-2%$1.6M$1.8M+$256.6K2026-10-20
Mengis Capital Management, Inc.
DECREASED62,99863,373-375-1%$1.5M$1.8M+$270.7K2026-10-13
Trust Asset Management LLC
UNCHANGED62,89962,89900%$1.5M$1.8M+$279.3K2026-11-03
Conning Inc.
DECREASED62,54963,314-765-1%$1.5M$1.8M+$259.3K2026-10-27
Y-Intercept (Hong Kong) Ltd
NEW62,471—+62,471——$1.8M—2026-10-16
Triumph Capital Management
INCREASED61,89560,207+1,688+3%$1.4M$1.8M+$315.4K2026-10-14
Arista Wealth Management, LLC
DECREASED61,83571,676-9,841-14%$1.7M$1.8M+$37.6K2026-10-29
United Bank
INCREASED61,69755,797+5,900+11%$1.3M$1.8M+$416.0K2026-11-06
InvesTrust
DECREASED61,57565,679-4,104-6%$1.6M$1.8M+$174.6K2026-10-14
Annis Gardner Whiting Capital Advisors, LLC
DECREASED61,32961,427-980%$1.5M$1.7M+$269.9K2026-11-09
Essex LLC
INCREASED61,24058,322+2,918+5%$1.4M$1.7M+$342.2K2026-10-14
Ballast, Inc.
INCREASED61,14658,636+2,510+4%$1.4M$1.7M+$331.9K2026-10-20
Dynamic Advisor Solutions LLC
INCREASED61,07360,225+848+1%$1.5M$1.7M+$291.6K2026-10-13
Sagespring Wealth Partners, LLC
INCREASED60,92060,332+588+1%$1.5M$1.7M+$284.6K2026-10-22
Gold Investment Management Ltd.
INCREASED60,82757,668+3,159+5%$1.4M$1.7M+$346.1K2026-10-19
Nicholas Hoffman & Company, Llc.
INCREASED60,72548,195+12,530+26%$1.2M$1.7M+$571.3K2026-10-30
MBL Wealth, LLC
INCREASED60,63121,003+39,628+189%$505.8K$1.7M+$1.2M2026-10-22
Costello Asset Management, Inc
DECREASED60,62860,897-2690%$1.5M$1.7M+$262.7K2026-10-30
Ashurst Perkins Coie Trust Co
DECREASED60,46261,325-863-1%$1.5M$1.7M+$248.3K2026-10-15
Leo Wealth, LLC
NEW60,136—+60,136——$1.7M—2026-10-26
Bailard, Inc.
INCREASED60,09951,454+8,645+17%$1.2M$1.7M+$475.0K2026-10-13
Cacti Asset Management LLC
DECREASED59,85069,850-10,000-14%$1.7M$1.7M+$36.9K2026-10-01
Norden Group LLC
INCREASED59,57457,284+2,290+4%$1.4M$1.7M+$319.6K2026-10-20
Bokf, NA
DECREASED59,49882,045-22,547-27%$2.0M$1.7M-$278.8K2026-10-27
Boltwood Capital Management
INCREASED59,48958,299+1,190+2%$1.4M$1.7M+$292.8K2026-10-02
HighPoint Advisor Group LLC
INCREASED59,31558,358+957+2%$1.4M$1.7M+$286.4K2026-11-09
Caldwell Sutter Capital, Inc.
INCREASED58,89256,959+1,933+3%$1.4M$1.7M+$308.0K2026-11-09
Independence Bank of Kentucky
DECREASED58,63262,267-3,635-6%$1.5M$1.7M+$172.8K2026-10-26
New England Professional Planning Group Inc.
INCREASED58,57219,167+39,405+206%$461.5K$1.7M+$1.2M2026-10-29
Claro Advisors Inc.
INCREASED58,39547,000+11,395+24%$1.1M$1.7M+$533.7K2026-11-02
RTD Financial Advisors, Inc.
DECREASED58,16858,450-2820%$1.4M$1.7M+$251.5K2026-10-09
Greenwood Capital Associates LLC
DECREASED57,47158,299-828-1%$1.4M$1.6M+$235.2K2026-10-27
McKinney Capital Management, LLC
INCREASED57,46748,152+9,315+19%$1.2M$1.6M+$479.5K2026-11-06
Level Four Advisory Services, LLC
DECREASED57,25558,789-1,534-3%$1.4M$1.6M+$217.2K2026-11-06
Integrated Advisors Network LLC
INCREASED57,24656,176+1,070+2%$1.4M$1.6M+$279.9K2026-10-20
Rudd Co d/b/a Styre Wealth
NEW57,185—+57,185——$1.7M—2026-10-29
Apella Capital, LLC
INCREASED56,92746,600+10,327+22%$1.1M$1.6M+$472.3K2026-10-08
Badgley Phelps Wealth Managers, LLC
INCREASED56,90656,083+823+1%$1.4M$1.6M+$272.5K2026-10-22
Patten & Patten Inc
DECREASED56,86757,400-533-1%$1.4M$1.6M+$239.7K2026-10-26
Masterinvest Kapitalanlage GmbH
DECREASED56,71456,941-2270%$1.4M$1.6M+$246.3K2026-11-03
Pettee Investors, Inc.
UNCHANGED55,68655,68600%$1.3M$1.6M+$247.2K2026-11-09
Granite Islands Private Wealth, LLC
INCREASED55,59752,397+3,200+6%$1.3M$1.6M+$324.0K2026-10-16
Private Trust Co NA
INCREASED55,12953,848+1,281+2%$1.3M$1.6M+$275.6K2026-10-20
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED55,11656,816-1,700-3%$1.4M$1.6M+$203.8K2026-10-23
Langley Wealth Management, LLC
INCREASED54,83854,791+47+0%$1.3M$1.6M+$244.6K2026-11-04
Inman Jager Wealth Management, LLC
INCREASED54,76154,399+362+1%$1.3M$1.6M+$251.9K2026-11-05
Nwam LLC
INCREASED54,67451,769+2,905+6%$1.2M$1.6M+$312.7K2026-11-09
Millennium Capital Advisors, LLC
INCREASED54,47353,877+596+1%$1.3M$1.6M+$256.2K2026-10-16
Ted Buchan & Co
DECREASED54,29554,689-394-1%$1.3M$1.5M+$231.6K2026-10-23
Ashton Thomas Private Wealth, LLC
DECREASED54,25956,570-2,311-4%$1.4M$1.5M+$185.3K2026-11-03
Baker Avenue Asset Management, LP
INCREASED54,17640,733+13,443+33%$980.9K$1.5M+$564.2K2026-11-06
Murphy Pohlad Asset Management LLC
INCREASED54,03252,377+1,655+3%$1.3M$1.5M+$279.7K2026-10-22
Baxter Bros Inc
DECREASED54,01254,137-1250%$1.3M$1.5M+$236.8K2026-11-04
Cullinan Associates Inc
INCREASED53,80151,301+2,500+5%$1.2M$1.5M+$299.1K2026-11-03
St. Louis Trust Co
DECREASED53,61253,894-282-1%$557.5K$1.5M+$971.5K2026-11-03
Lynx Investment Advisory
DECREASED53,48759,638-6,151-10%$1.4M$1.5M+$89.4K2026-10-27
Jefferson Bridge Capital, LLC
UNCHANGED53,41053,41000%$1.3M$1.5M+$237.1K2026-11-06
Total Wealth Planning & Management, Inc.
INCREASED53,40749,290+4,117+8%$1.2M$1.5M+$336.3K2026-10-23
Wincap Financial LLC
INCREASED53,34146,496+6,845+15%$1.1M$1.5M+$401.7K2026-10-20
Cigna Investments Inc
DECREASED53,28654,038-752-1%$1.3M$1.5K-$1.3M2026-10-19
Fourpath Capital Management, LLC
DECREASED53,08854,219-1,131-2%$1.3M$1.5M+$208.5K2026-10-19
Florida Trust Wealth Management Co
DECREASED52,85055,975-3,125-6%$1.3M$1.5M+$159.4K2026-11-05
MSH Capital Advisors LLC
DECREASED52,60153,407-806-2%$1.3M$1.5M+$214.1K2026-11-03
Breakwater Capital Group
DECREASED52,09466,911-14,817-22%$1.6M$1.5M-$125.5K2026-10-09
Pflug Koory, LLC
DECREASED52,09352,493-400-1%$1.3M$1.5M+$221.7K2026-10-26
Beacon Financial Advisory LLC
INCREASED52,04949,663+2,386+5%$1.2M$1.5M+$288.6K2026-10-16
Probity Advisors, Inc.
INCREASED52,04450,988+1,056+2%$1.2M$1.5M+$256.5K2026-10-23
Personal CFO Solutions, LLC
DECREASED51,95466,535-14,581-22%$1.6M$1.5M-$120.4K2026-11-06
Modera Wealth Management, LLC
INCREASED51,82850,928+900+2%$1.2M$1.5M+$251.8K2026-10-28
Parcion Private Wealth LLC
INCREASED51,58621,037+30,549+145%$506.6K$1.5M+$964.7K2026-10-28
Midway Capital Research & Management
INCREASED51,39450,390+1,004+2%$1.2M$1.5M+$252.4K2026-10-20
Kenora Financial, LLC
INCREASED51,12851,008+120+0%$1.2M$1.5M+$229.9K2026-10-20
RFG Advisory, LLC
INCREASED51,01843,614+7,404+17%$1.1M$1.5M+$404.8K2026-11-03
Portfolio Design Labs, LLC
INCREASED50,91450,289+625+1%$1.2M$1.5M+$241.1K2026-11-04
Community Bank, N.A.
DECREASED50,75555,141-4,386-8%$1.3M$1.4M+$120.3K2026-11-06
Bull Street Advisors, LLC
DECREASED50,21150,543-332-1%$1.2M$1.4K-$1.2M2026-10-20
EverSource Wealth Advisors, LLC
INCREASED50,19426,002+24,192+93%$626.1K$1.4M+$805.4K2026-11-04
Obermeyer Wealth Partners
INCREASED49,63649,336+300+1%$1.2M$1.4M+$227.6K2026-10-21
Centennial Wealth Advisory LLC
INCREASED49,55747,757+1,800+4%$1.1M$1.4M+$263.4K2026-10-16
Kendall Capital Management
DECREASED49,35549,545-1900%$1.2M$1.4M+$214.6K2026-10-23
William B. Walkup & Associates, Inc.
INCREASED49,34149,061+280+1%$1.2M$1.4M+$225.8K2026-11-05
Onyx Bridge Wealth Group LLC
INCREASED49,25348,247+1,006+2%$1.2M$1.4M+$242.9K2026-10-16
First National Trust Co
DECREASED49,16752,136-2,969-6%$1.3M$1.4M+$146.8K2026-10-28
Pinnacle Wealth Management Advisory Group, LLC
INCREASED49,14143,459+5,682+13%$1.0M$1.4M+$355.0K2026-10-23
Crossmark Global Holdings, Inc.
DECREASED49,10869,380-20,272-29%$1.7M$1.4M-$270.1K2026-10-21
Boit C F David
UNCHANGED49,10349,10300%$1.2M$1.4M+$218.0K2026-10-29
Plimoth Trust Co LLC
DECREASED48,93849,223-285-1%$1.2M$1.4M+$210.4K2026-10-26
Bfsg, LLC
DECREASED48,83050,722-1,892-4%$1.2M$1.4M+$171.2K2026-10-30
Grandfield & Dodd, LLC
INCREASED48,81547,721+1,094+2%$1.1M$1.4M+$243.1K2026-10-29
Concord Wealth Partners
INCREASED48,79547,796+999+2%$1.2M$1.4M+$240.7K2026-11-02
Manske Wealth Management
DECREASED48,49353,019-4,526-9%$1.3M$1.4M+$106.3K2026-10-26
Key FInancial Inc
DECREASED48,46652,416-3,950-8%$1.3M$1.4M+$120.1K2026-11-02
Howland Capital Management LLC
DECREASED48,39651,607-3,211-6%$1.2M$1.4M+$137.6K2026-10-22
Applied Finance Capital Management, LLC
INCREASED48,36639,346+9,020+23%$947.5K$1.4M+$431.9K2026-11-03
Chapin Davis, Inc.
DECREASED48,26948,605-336-1%$1.2M$1.4M+$206.2K2026-10-09
Impact Partnership Wealth, LLC
INCREASED48,23110,749+37,482+349%$258.8K$1.4M+$1.1M2026-11-09
Capital Asset Advisory Services LLC
DECREASED48,219138,613-90,394-65%$3.3M$1.4M-$1.9M2026-10-30
True North Advisors, LLC
DECREASED48,13349,122-989-2%$1.2M$1.4M+$189.9K2026-10-22
Diligent Investors, LLC
INCREASED48,11047,407+703+1%$1.1M$1.4M+$230.5K2026-10-21
Aspen Investment Management Inc
INCREASED48,01638,006+10,010+26%$915$1.4K+$4542026-11-05
Philadelphia Trust Co
INCREASED47,84737,095+10,752+29%$893.0K$1.4K-$891.6K2026-11-05
Lauterbach Financial Advisors, LLC
INCREASED47,79347,299+494+1%$1.1M$1.4M+$224.1K2026-10-21
Formidable Asset Management, LLC
DECREASED47,75056,869-9,119-16%$1.6M$1.1M-$447.1K2026-11-03
Lantz Financial LLC
INCREASED47,74146,747+994+2%$1.1M$1.4M+$235.9K2026-10-15
Focus Financial Network, Inc.
INCREASED47,71044,319+3,391+8%$1.1M$1.4M+$293.5K2026-10-14
180 Wealth Advisors, LLC
DECREASED47,59447,953-359-1%$1.2M$1.4M+$202.7K2026-11-03
Chicago Capital, LLC
DECREASED47,42448,093-669-1%$1.2M$1.4M+$194.5K2026-10-13
KCM Investment Advisors LLC
DECREASED47,30249,669-2,367-5%$1.2M$1.3M+$153.0K2026-10-27
Redhawk Wealth Advisors, Inc.
INCREASED47,09046,808+282+1%$1.1M$1.3M+$215.9K2026-10-14
Allegheny Financial Group
INCREASED46,86946,701+168+0%$1.1M$1.3M+$212.1K2026-11-05
LS Investment Advisors, LLC
DECREASED46,86150,485-3,624-7%$1.2M$1.3M+$120.8K2026-10-13
Resonant Capital Advisors, LLC
DECREASED46,76352,773-6,010-11%$1.3M$1.3M+$62.9K2026-10-15
Beaton Management Co. Inc.
INCREASED46,61546,415+200+0%$1.1M$1.3K-$1.1M2026-11-09
Tompkins Financial Corp
DECREASED46,53455,818-9,284-17%$1.3M$1.3M-$16.9K2026-10-05
JB Capital LLC
DECREASED46,45148,121-1,670-3%$1.2M$1.3M+$166.0K2026-10-19
Citizens & Northern Corp
DECREASED46,31347,939-1,626-3%$1.2M$1.3M+$166.5K2026-11-06
Archer Investment Corp
DECREASED46,28773,546-27,259-37%$1.8M$1.3M-$450.9K2026-11-05
Franklin Street Advisors Inc
DECREASED46,15746,667-510-1%$1.1M$1.3M+$192.7K2026-10-13
Tred Avon Family Wealth, LLC
DECREASED45,97247,994-2,022-4%$1.2M$1.3M+$155.4K2026-10-20
Curbstone Financial Management Corp
DECREASED45,92747,027-1,100-2%$1.1M$1.3M+$177.4K2026-10-21
Bryn Mawr Trust Advisors, LLC
DECREASED45,89749,991-4,094-8%$1.2M$1.3M+$105.2K2026-11-04
Mirador Capital Partners LP
INCREASED45,88745,835+52+0%$1.1M$1.3M+$205.0K2026-10-09
Inspirion Wealth Advisors, LLC
DECREASED45,56545,683-1180%$1.1M$1.3M+$208.6K2026-10-09
OpenArc Corporate Advisory, LLC
DECREASED45,31054,563-9,253-17%$1.3M$1.3M-$21.6K2026-10-21
Kathmere Capital Management, LLC
DECREASED45,24150,687-5,446-11%$1.2M$1.3M+$69.7K2026-10-20
Shrier Wealth Management, LLC
INCREASED45,11444,811+303+1%$1.1M$1.3M+$207.6K2026-10-20
Forvis Mazars Wealth Advisors, LLC
INCREASED45,10344,567+536+1%$1.1M$1.3M+$213.2K2026-10-13
CNB Bank
INCREASED44,88544,289+596+1%$1.1M$1.3M+$213.6K2026-11-09
Parthenon LLC
DECREASED44,88044,962-820%$1.1M$1.3M+$197.3K2026-10-22
Geneos Wealth Management Inc.
INCREASED44,60229,798+14,804+50%$717.5K$1.3M+$554.5K2026-11-09
Van Cleef Asset Management,Inc
UNCHANGED44,34744,34700%$1.1M$1.3M+$196.9K2026-10-20
Montag A & Associates Inc
DECREASED44,20750,191-5,984-12%$1.2M$1.3M+$52.2K2026-10-29
Concord Asset Management, LLC
INCREASED44,04543,466+579+1%$1.0M$1.3M+$209.5K2026-11-02
Klingman & Associates, LLC
INCREASED43,74928,237+15,512+55%$679.9K$1.2M+$567.8K2026-10-20
Wolff Financial Management LLC
INCREASED43,71143,639+72+0%$1.1M$1.2M+$195.8K2026-10-23
Lmcg Investments, LLC
DECREASED43,53743,942-405-1%$1.1M$1.2M+$183.6K2026-10-21
Collar Capital Management, LLC
INCREASED43,28342,473+810+2%$1.0M$1.2M+$211.7K2026-10-28
Abel Hall, LLC
INCREASED43,24740,621+2,626+6%$978.2K$1.2M+$255.3K2026-10-19
Washington Trust Advisors, Inc.
DECREASED43,01743,407-390-1%$1.0M$1.2M+$181.6K2026-10-22
Kimelman & Baird, LLC
UNCHANGED42,97642,97600%$1.0M$1.2M+$190.8K2026-11-03
Meridian Investment Counsel Inc.
DECREASED42,88950,187-7,298-15%$1.2M$1.2M+$14.7K2026-10-14
Y.D. More Investments Ltd
INCREASED42,82332,930+9,893+30%$793.0K$1.2M+$428.4K2026-11-02
SAX Wealth Advisors, LLC
INCREASED42,65712,687+29,970+236%$356.3K$1.2M+$860.3K2026-10-13
Citizens National Bank Trust Department
DECREASED42,62748,004-5,377-11%$1.2M$1.2M+$59.8K2026-11-04
Rahlfs Capital, LLC
INCREASED42,62037,686+4,934+13%$907.5K$1.2M+$308.0K2026-10-23
Bridges Investment Management Inc
DECREASED42,55550,081-7,526-15%$1.2M$1.2M+$7.7K2026-11-10
Canandaigua National Trust Co of Florida
NEW42,478—+42,478——$1.2M—2026-10-07
Vista Investment Partners LLC
DECREASED42,36856,395-14,027-25%$1.4M$1.2M-$149.7K2026-10-08
Abundance Wealth Counselors
INCREASED42,33140,038+2,293+6%$964.1K$1.2M+$243.2K2026-10-26
Aprio Wealth Management, LLC
INCREASED42,28141,748+533+1%$1.0M$1.2M+$200.6K2026-10-28
Gibbs Wealth Management
INCREASED41,90529,851+12,054+40%$718.8K$1.2M+$476.3K2026-10-22
M.E. Allison & Co., Inc.
INCREASED41,87841,742+136+0%$1.0M$1.2M+$189.2K2026-10-09
Palisade Asset Management, LLC
DECREASED41,72244,085-2,363-5%$1.1M$1.2M+$128.3K2026-11-03
Caldwell Trust Co
DECREASED41,68444,139-2,455-6%$1.1M$1.2M+$126.0K2026-10-30
S-Bank Fund Management Ltd
INCREASED41,53639,521+2,015+5%$951.7K$1.2M+$232.9K2026-11-06
Davidson Trust Co
DECREASED41,40643,036-1,630-4%$1.0M$1.2M+$144.6K2026-10-09
Providence Wealth Advisors, LLC
DECREASED41,21244,086-2,874-7%$1.1M$1.1M+$67.8K2026-10-29
1900 Wealth Management LLC
INCREASED41,20323,827+17,376+73%$573.8K$1.2M+$601.4K2026-10-13
Old Mission Investment Co LLC
INCREASED41,17234,889+6,283+18%$840.1K$1.2M+$334.1K2026-10-22
Curated Wealth Partners LLC
INCREASED41,0199,973+31,046+311%$240.2K$1.2M+$929.7K2026-10-15
626 Financial, LLC
INCREASED40,87139,925+946+2%$961.4K$1.2M+$204.3K2026-11-04
Bank & Trust Co
DECREASED40,63140,931-300-1%$985.6K$1.2M+$173.2K2026-10-07
Ipswich Investment Management Co., Inc.
INCREASED40,5969,121+31,475+345%$219.6K$1.2M+$938.2K2026-10-13
Santori & Peters, Inc.
DECREASED40,58940,679-900%$979.6K$1.2M+$178.0K2026-10-26
Uhlmann Price Securities, LLC
INCREASED40,58837,865+2,723+7%$911.8K$1.2M+$245.8K2026-11-03
Alta Advisers Ltd
INCREASED40,38021,612+18,768+87%$520.4K$1.2M+$631.2K2026-11-02
JFS Wealth Advisors, LLC
DECREASED40,15540,840-685-2%$983.4K$1.1M+$161.8K2026-11-03
Ping Capital Management, Inc.
DECREASED40,00045,000-5,000-11%$1.1M$1.1M+$57.2K2026-10-13
Westhampton Capital, LLC
DECREASED39,90841,508-1,600-4%$999.5K$1.1M+$138.7K2026-10-30
Connective Portfolio Management, LLC
NEW39,850—+39,850——$1.1M—2026-10-22
Persium Advisors, LLC
INCREASED39,71837,597+2,121+6%$905.3K$1.1M+$227.4K2026-10-07
Provenance Wealth Advisors, LLC
INCREASED39,69917,084+22,615+132%$411.4K$1.1M+$720.8K2026-10-30
NTV Asset Management LLC
INCREASED39,61537,616+1,999+5%$905.8K$1.1M+$224.1K2026-10-23
YHB Investment Advisors, Inc.
DECREASED39,61244,361-4,749-11%$1.1M$1.1M+$61.5K2026-10-08
St. Clair Advisors, LLC
UNCHANGED39,39139,39100%$948.5K$1.1M+$174.9K2026-10-13
Poehling Capital Management, Inc.
DECREASED39,20739,335-1280%$947.2K$1.1M+$171.0K2026-10-20
Turtle Creek Wealth Advisors, LLC
INCREASED39,11636,870+2,246+6%$888.2K$1.1M+$227.4K2026-10-15
Register Financial Advisors LLC
DECREASED39,10944,133-5,024-11%$1.1M$1.1M+$52.7K2026-10-23
NWF Advisory Services Inc.
INCREASED38,96338,937+26+0%$937.6K$1.1M+$173.6K2026-10-19
Aull & Monroe Investment Management Corp
INCREASED38,93938,318+621+2%$922.7K$1.1M+$187.8K2026-10-16
Jeppson Wealth Management, LLC
DECREASED38,87140,696-1,825-4%$979.9K$1.1M+$128.6K2026-10-20
Premier Path Wealth Partners, LLC
DECREASED38,78549,426-10,641-22%$1.2M$1.1M-$84.0K2026-10-16
Northeast Investment Management
UNCHANGED38,63238,63200%$930.3K$1.1M+$171.5K2026-10-30
Legacy Financial Advisors, Inc.
INCREASED38,48234,409+4,073+12%$828.6K$1.1M+$268.9K2026-11-09
Studio Investment Management LLC
INCREASED38,44137,694+747+2%$907.7K$1.1M+$188.7K2026-10-22
Investors Research Corp
DECREASED38,21638,962-746-2%$938.2K$1.1M+$151.7K2026-10-07
Lebenthal Global Advisors, LLC
DECREASED38,12145,901-7,780-17%$1.1M$1.1M-$18.1K2026-10-28
Altfest L J & Co Inc
INCREASED38,10436,216+1,888+5%$872.1K$1.1M+$214.6K2026-10-27
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED38,09944,042-5,943-13%$1.1M$1.1M+$26.1K2026-10-27
Corundum Group, Inc.
INCREASED38,04934,264+3,785+11%$825.1K$1.1M+$260.1K2026-10-28
Indivisible Partners
DECREASED37,75346,671-8,918-19%$1.1M$1.1M-$47.1K2026-10-26
Neumann Capital Management, LLC
INCREASED37,71129,836+7,875+26%$718.5K$1.1M+$357.1K2026-10-15
Mount Vernon Associates Inc
DECREASED37,31938,719-1,400-4%$932.0K$1.1K-$930.9K2026-10-26
V-Square Quantitative Management LLC
DECREASED37,31237,806-494-1%$910.4K$1.1M+$153.8K2026-10-15
Courier Capital LLC
DECREASED37,01239,040-2,028-5%$940.1K$1.1M+$115.5K2026-10-19
Lanark Financial, Inc.
INCREASED36,88935,867+1,022+3%$863.7K$1.1M+$188.4K2026-10-26
Fire Capital Management LLC
UNCHANGED36,77836,77800%$885.6K$1.0M+$163.3K2026-10-27
PDS Planning, Inc
INCREASED36,74131,747+4,994+16%$764.5K$1.0M+$283.4K2026-11-03
Burney Co/
DECREASED36,72838,365-1,637-4%$923.8K$1.0M+$123.7K2026-10-15
Legacy Capital Group California, Inc.
DECREASED36,66837,682-1,014-3%$907.4K$1.0M+$138.4K2026-11-09
Freestone Capital Holdings, LLC
DECREASED36,66655,761-19,095-34%$1.3M$1.0M-$297.0K2026-11-09
MCF Advisors LLC
INCREASED36,64727,882+8,765+31%$671.4K$1.0M+$373.8K2026-10-28
1620 Investment Advisors, Inc.
INCREASED36,64236,100+542+2%$869.3K$1.0M+$175.7K2026-11-04
Fulcrum Wealth Advisors, LLC
DECREASED36,558106,609-70,051-66%$2.6M$1.0M-$1.5M2026-10-16
Convergence Financial, LLC
INCREASED36,53411,086+25,448+230%$266.9K$1.0M+$775.0K2026-10-27
Advisor OS, LLC
DECREASED36,32439,006-2,682-7%$939.3K$1.0M+$96.7K2026-11-03
Bourne Lent Asset Management Inc
UNCHANGED36,27536,27500%$873.5K$1.0M+$161.1K2026-11-05
AlTi Global, Inc.
DECREASED36,25939,055-2,796-7%$940.4K$1.0M+$93.7K2026-11-09
Journey Advisory Group, LLC
INCREASED36,22434,607+1,617+5%$833.3K$1.0M+$199.8K2026-11-04
Supplemental Annuity Collective Trust of NJ
DECREASED36,06336,556-493-1%$880.3K$1.0M+$148.2K2026-11-02
ARS Wealth Advisors Group, LLC
INCREASED36,01635,944+72+0%$865.5K$1.0M+$161.7K2026-10-16
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED35,92932,587+3,342+10%$784.7K$1.0M+$240.0K2026-10-14
Peoples Financial Services Corp.
DECREASED35,86736,641-774-2%$881.9K$1.0M+$141.0K2026-10-20
First National Bank & Trust Co of Newtown
DECREASED35,58937,174-1,585-4%$929.4K$1.1M+$156.8K2026-11-09
Miller Global Investments, LLC
DECREASED35,47035,582-1120%$856.8K$1.0M+$154.8K2026-10-02
Curat Global, LLC
INCREASED35,30328,763+6,540+23%$787.7K$1.0M+$219.1K2026-10-26
Equitable Trust Co
INCREASED35,22434,504+720+2%$830.9K$1.0M+$173.7K2026-10-13
Leavell Investment Management, Inc.
DECREASED35,09735,669-572-2%$858.9K$1.0M+$142.1K2026-11-09
Forum Financial Management, LP
DECREASED35,03438,668-3,634-9%$931.1K$999.2K+$68.1K2026-10-16
Gables Capital Management Inc.
DECREASED34,99236,400-1,408-4%$876.5K$998.0K+$121.5K2026-11-04
StoneX Group Inc.
INCREASED34,98633,470+1,516+5%$806.0K$983.1K+$177.2K2026-11-03
Net Worth Advisory Group
INCREASED34,84929,766+5,083+17%$716.8K$980.0K+$263.2K2026-10-20
Gateway Investment Advisers LLC
INCREASED34,83934,156+683+2%$822.5K$993.6K+$171.1K2026-10-13
Peddock Capital Advisors, LLC
UNCHANGED34,78034,78000%$837.5K$991.9K+$154.4K2026-10-16
Park Place Capital Corp
INCREASED34,74930,792+3,957+13%$741.5K$991.0K+$249.6K2026-11-09
Bowen Hanes & Co Inc
DECREASED34,72935,984-1,255-3%$1.0M$990.5K-$20.0K2026-11-09
Aspiriant, LLC
DECREASED34,48137,300-2,819-8%$898.2K$983.4K+$85.2K2026-10-16
Deseret Mutual Benefit Administrators
DECREASED34,47535,990-1,515-4%$866.6K$983.2K+$116.6K2026-11-04
Carnegie Lake Advisors LLC
DECREASED34,42549,577-15,152-31%$1.2M$981.8K-$212.0K2026-11-06
Home Federal Bank of Tennessee
INCREASED34,40929,837+4,572+15%$718.5K$981.3K+$262.9K2026-10-15
VCI Wealth Management LLC
NEW34,235—+34,235——$976.4K—2026-10-29
Summit Securities Group LLC
INCREASED34,20025,086+9,114+36%$604.1K$975.4K+$371.3K2026-11-05
Paradigm Asset Management Co LLC
DECREASED34,10041,300-7,200-17%$994.5K$972.5K-$22.0K2026-11-05
Waldron Private Wealth LLC
DECREASED34,07734,603-526-2%$833.2K$971.9K+$138.6K2026-11-02
Mechanics Bank Trust Department
DECREASED34,06343,631-9,568-22%$1.1M$971.5K-$79.2K2026-10-13
Sterling Investment Management, LLC
DECREASED33,94434,466-522-2%$829.9K$968.1K+$138.1K2026-10-16
Perkins Capital Management Inc
UNCHANGED33,75933,75900%$812.9K$962.8K+$149.9K2026-11-02
Valmark Advisers, Inc.
INCREASED33,55733,525+32+0%$807.3K$957.0K+$149.8K2026-11-06
Investment Partners, Ltd.
INCREASED33,32316,183+17,140+106%$389.7K$950.4K+$560.7K2026-10-29
Forza Wealth Management, LLC
INCREASED33,26727,200+6,067+22%$655.0K$948.8K+$293.8K2026-10-20
Procyon Advisors, LLC
DECREASED33,17955,347-22,168-40%$1.3M$946.3K-$386.5K2026-10-21
Chiron Capital Management, LLC
DECREASED33,16467,214-34,050-51%$1.6M$945.8K-$672.7K2026-10-15
Texas Bank & Trust Co
INCREASED32,94932,803+146+0%$789.9K$939.7K+$149.8K2026-11-04
Alpine Bank Wealth Management
INCREASED32,92632,082+844+3%$772.5K$939.0K+$166.5K2026-10-16
CX Institutional
INCREASED32,84327,825+5,018+18%$670$937+$2672026-10-02
AdvisorNet Financial, Inc
INCREASED32,81132,018+793+2%$771.0K$958.4K+$187.4K2026-10-15
Rose Capital Advisors LLC
DECREASED32,68837,580-4,892-13%$904.9K$932.3K+$27.4K2026-11-04
Tritonpoint Wealth, LLC
INCREASED32,46128,412+4,049+14%$684.2K$925.8K+$241.6K2026-10-19
Avestar Capital, LLC
DECREASED32,34534,785-2,440-7%$837.6K$922.5K+$84.8K2026-10-28
Marino, Stram & Associates LLC
INCREASED32,30931,798+511+2%$765.7K$921.5K+$155.8K2026-10-22
Ironwood Financial, llc
INCREASED32,30132,253+48+0%$789.6K$921.2K+$131.7K2026-10-20
Post Resch Tallon Group Inc.
INCREASED32,29330,542+1,751+6%$735.4K$921.0K+$185.5K2026-10-09
Wright Investors Service Inc
DECREASED32,21433,944-1,730-5%$817.4K$918.7K+$101.4K2026-11-02
Wynn Capital, LLC
INCREASED32,10931,704+405+1%$763.4K$915.7K+$152.3K2026-10-13
Oslo Pensjonsforsikring AS
DECREASED31,93633,840-1,904-6%$814.9K$910.8K+$95.9K2026-10-15
First City Capital Management, Inc.
DECREASED31,87835,814-3,936-11%$862.4K$909.2K+$46.8K2026-10-27
Magnus Financial Group LLC
INCREASED31,78631,451+335+1%$757.3K$906.5K+$149.2K2026-10-21
Alliance Private Wealth, LLC
DECREASED31,77235,965-4,193-12%$866.0K$906.1K+$40.1K2026-10-20
Key Client Fiduciary Advisors, LLC
INCREASED31,70131,030+671+2%$747.2K$904.1K+$156.9K2026-10-19
Bedel Financial Consulting, Inc.
INCREASED31,62831,588+40+0%$760.6K$902.0K+$141.4K2026-11-06
Elevated Private Wealth, LLC
DECREASED31,52935,087-3,558-10%$844.9K$899.2K+$54.3K2026-10-15
Foster Group, Inc.
DECREASED31,50331,672-169-1%$762.7K$898.5K+$135.8K2026-10-13
Murphy, Middleton, Hinkle & Parker, Inc.
DECREASED31,48433,101-1,617-5%$797.1K$897.9K+$100.9K2026-10-15
Cassaday & Co Wealth Management LLC
INCREASED31,45529,619+1,836+6%$713.2K$897.1K+$183.9K2026-10-27
Landmark Wealth Management, LLC
UNCHANGED31,32831,32800%$754.4K$893.5K+$139.1K2026-11-03
St. Johns Investment Management Company, LLC
INCREASED31,29130,953+338+1%$745.3K$892.4K+$147.1K2026-10-30
Canopy Partners, LLC
DECREASED31,01736,141-5,124-14%$870.3K$884.6K+$14.3K2026-10-28
Arvest Investments, Inc.
DECREASED30,99531,383-388-1%$755.7K$884.0K+$128.3K2026-10-21
Greenfield Savings Bank
DECREASED30,96531,225-260-1%$751.9K$883.1K+$131.2K2026-10-07
Hudock, Inc.
DECREASED30,95333,067-2,114-6%$796.3K$882.8K+$86.5K2026-10-14
Strategic Blueprint, LLC
INCREASED30,87430,778+96+0%$741.1K$880.5K+$139.4K2026-10-22
Luken Investment Analytics, LLC
UNCHANGED30,85030,85000%$742.9K$879.8K+$137.0K2026-11-06
Revisor Wealth Management LLC
INCREASED30,63530,193+442+1%$727.0K$891.6K+$164.6K2026-10-20
Manchester Capital Management LLC
DECREASED30,53533,216-2,681-8%$799.8K$870.9K+$71.0K2026-10-22
Investment Research Partners LLC
INCREASED30,50722,747+7,760+34%$547.8K$870.1K+$322.3K2026-10-19
Moody Lynn Lieberson & Walker, LLC
DECREASED30,45130,466-150%$733.6K$868.5K+$134.8K2026-10-14
Thoroughbred Financial Services, LLC
DECREASED30,37532,333-1,958-6%$778.0K$866-$777.1K2026-11-09
Highland Capital Management, LLC
DECREASED30,31931,277-958-3%$753.2K$864.7K+$111.5K2026-10-26
denkapparat Operations GmbH
UNCHANGED30,15630,15600%$726.2K$860.0K+$133.9K2026-11-09
TCV Trust & Wealth Management, Inc.
INCREASED30,11329,433+680+2%$708.7K$858.8K+$150.1K2026-10-16
Lavelle Capital LP
UNCHANGED30,00030,00000%$722.4K$855.6K+$133.2K2026-11-03
Ferguson Wellman Capital Management, Inc
DECREASED29,97431,793-1,819-6%$765.6K$854.9K+$89.3K2026-10-05
McAdam, LLC
INCREASED29,96527,456+2,509+9%$661.1K$854.6K+$193.5K2026-10-21
Woodward Diversified Capital, LLC
DECREASED29,84631,933-2,087-7%$769.0K$851.2K+$82.3K2026-10-21
SevenBridge Financial Group, LLC
DECREASED29,74430,831-1,087-4%$825.0K$895.6K+$70.6K2026-10-26
Hanson & Doremus Investment Management
DECREASED29,57335,388-5,815-16%$852.0K$843-$851.2K2026-10-16
Balboa Wealth Partners
INCREASED29,55826,316+3,242+12%$633.7K$843.0K+$209.3K2026-10-20
Kelleher Financial Advisors
DECREASED29,53651,109-21,573-42%$1.2M$842.4K-$388.4K2026-10-30
Partnership Wealth Management, LLC
DECREASED29,45229,614-162-1%$713.1K$840.0K+$126.9K2026-10-05
Lionshead Wealth Management, LLC
INCREASED29,40929,172+237+1%$702.5K$838.7K+$136.3K2026-10-21
Aries Wealth Management
UNCHANGED29,23729,23700%$704.0K$833.8K+$129.8K2026-10-23
United Community Bank
INCREASED29,15526,883+2,272+8%$647.3K$831.5K+$184.2K2026-10-28
Burns J W & Co Inc
INCREASED29,05029,042+8+0%$699.3K$828.5K+$129.2K2026-10-20
Reik & Co., LLC
UNCHANGED28,99328,99300%$698.2K$826.9K+$128.7K2026-10-27
BLB&B Advisors, LLC
INCREASED28,98628,479+507+2%$685.8K$826.7K+$140.9K2026-10-27
IFG Advisory, LLC
DECREASED28,96339,164-10,201-26%$943.1K$826.0K-$117.1K2026-11-09
Thrive Wealth Management, LLC
INCREASED28,89228,655+237+1%$690.0K$824.0K+$134.0K2026-10-13
Ridgewood Investments LLC
DECREASED28,87334,171-5,298-15%$822.8K$823.5K+$6202026-10-05
Mccarter Private Wealth Services LLC
INCREASED28,70228,698+4+0%$691.0K$818.6K+$127.5K2026-10-22
Moss Adams Wealth Advisors LLC
DECREASED28,54928,570-210%$688.0K$814.2K+$126.2K2026-10-28
Diversified Enterprises, LLC
DECREASED28,51631,160-2,644-8%$750.3K$813.3K+$62.9K2026-10-19
Gerald Baker Financial Group LLC
INCREASED28,44426,461+1,983+7%$637.2K$811.2K+$174.0K2026-10-09
Riversedge Advisors, LLC
INCREASED28,40011,220+17,180+153%$270.2K$810.0K+$539.8K2026-10-09
Fortis Capital Advisors, LLC
INCREASED28,36621,511+6,855+32%$518.0K$809.0K+$291.0K2026-11-09
TSG Advice Partners, LLC
NEW28,324—+28,324——$682.0K—2026-10-29
Wealth Advisory Solutions, LLC
INCREASED28,32027,318+1,002+4%$657.8K$807.7K+$149.9K2026-10-20
Cornell Pochily Investment Advisors, Inc.
INCREASED28,28828,268+20+0%$680.7K$806.8K+$126.1K2026-10-19
Northcape Wealth Management, LLC
INCREASED28,14727,196+951+4%$654.9K$802.7K+$147.9K2026-11-04
Legacy Bridge, LLC
DECREASED28,14531,979-3,834-12%$770.1K$802.7K+$32.6K2026-10-28
Family Capital Management, Inc.
DECREASED28,05528,226-171-1%$679.7K$800.1K+$120.4K2026-11-03
City State Bank
DECREASED28,02029,095-1,075-4%$700.6K$799.1K+$98.5K2026-10-20
Retirement Planning Co of New England, Inc.
DECREASED28,01028,045-350%$675.3K$798.9K+$123.5K2026-10-15
Mitchell Sinkler & Starr
UNCHANGED27,74227,74200%$668.0K$791.2K+$123.2K2026-10-13
Compass Ion Advisors, LLC
INCREASED27,71925,488+2,231+9%$613.7K$790.5K+$176.8K2026-10-23
DB&C Advisors, LLC
DECREASED27,61631,267-3,651-12%$752.9K$787.6K+$34.7K2026-10-26
Meridian Financial Partners LLC
DECREASED27,59732,642-5,045-15%$810.2K$812.5K+$2.3K2026-10-23
TSP Capital Management Group, LLC
UNCHANGED27,50027,50000%$662.2K$784.3K+$122.1K2026-10-15
Rayburn West Financial Services LLC
DECREASED27,44746,742-19,295-41%$1.1M$782.8K-$342.8K2026-11-03
Code Waechter LLC
DECREASED27,42127,966-545-2%$673.4K$782.0K+$108.6K2026-10-23
Tarbox Family Office, Inc.
UNCHANGED27,39027,39000%$659.6K$781.2K+$121.6K2026-10-23
Fiduciary Family Office, LLC
DECREASED27,34327,679-336-1%$666.5K$779.8K+$113.3K2026-11-04
Sapient Capital LLC
DECREASED27,179427,068-399,889-94%$10.3M$775.1K-$9.5M2026-10-08
City Holding Co
DECREASED27,12235,409-8,287-23%$852.3K$773.5K-$78.8K2026-10-19
Samalin Investment Counsel, LLC
INCREASED27,03925,787+1,252+5%$621.0K$771.1K+$150.2K2026-10-23
Texas Capital Bank Wealth Management Services Inc
INCREASED26,94123,162+3,779+16%$557.7K$768.4K+$210.6K2026-11-09
Sentry LLC
DECREASED26,93528,013-1,078-4%$674.6K$768.2K+$93.6K2026-10-30
Wiregrass Investment Management LLC
INCREASED26,77126,759+12+0%$644.4K$763.5K+$119.2K2026-11-05
Montecito Bank & Trust
DECREASED26,73626,984-248-1%$649.8K$762.5K+$112.7K2026-10-01
SYM Financial Corp
INCREASED26,71316,120+10,593+66%$388.2K$761.8K+$373.7K2026-10-26
Sanders Morris Harris LLC
INCREASED26,65217,749+8,903+50%$427.4K$763.1K+$335.7K2026-10-14
Inscription Capital, LLC
DECREASED26,64031,586-4,946-16%$760.6K$759.8K-$8312026-11-02
Chatham Capital Group, Inc.
DECREASED26,54128,651-2,110-7%$689.9K$757.0K+$67.0K2026-10-16
Tortuga Wealth Management, Inc
INCREASED26,53725,466+1,071+4%$613.2K$756.9K+$143.7K2026-10-27
Byrne Asset Management LLC
DECREASED26,37326,848-475-2%$646.5K$741.6K+$95.1K2026-10-06
Elco Management Co., LLC
INCREASED26,28526,129+156+1%$629.2K$749.6K+$120.5K2026-10-14
Kavar Capital Partners Group, LLC
INCREASED26,28225,497+785+3%$614.0K$749.6K+$135.6K2026-11-06
CV Advisors LLC
UNCHANGED26,20026,20000%$630.9K$747.2K+$116.3K2026-10-13
Laurel Wealth Advisors LLC
DECREASED26,19233,494-7,302-22%$806.5K$747.0K-$59.5K2026-10-27
Silver OAK Securities, Incorporated
INCREASED26,12216,359+9,763+60%$393.9K$767.7K+$373.8K2026-11-09
Mather Group, Llc.
DECREASED26,04931,616-5,567-18%$761.3K$742.9K-$18.4K2026-10-14
BCS Wealth Management
DECREASED25,99526,000-50%$626.1K$741.4K+$115.3K2026-11-03
Cherry Creek Investment Advisors, Inc.
INCREASED25,97924,153+1,826+8%$581.6K$740.9K+$159.3K2026-10-14
Telos Capital Management, Inc.
DECREASED25,83225,954-1220%$625.0K$736.7K+$111.8K2026-11-02
Symphony Financial Services, Inc.
INCREASED25,70225,029+673+3%$602.7K$733.0K+$130.3K2026-11-09
First Financial Bankshares Inc
DECREASED25,695438,847-413,152-94%$10.6M$732.8K-$9.8M2026-11-10
Root Financial Partners, LLC
INCREASED25,67012,637+13,033+103%$304.3K$732.1K+$427.8K2026-10-21
Virtus Advisers, LLC
DECREASED25,66025,991-331-1%$625.9K$731.8K+$106.0K2026-11-09
Violich Capital Management, Inc.
DECREASED25,65026,350-700-3%$634.5K$731.5K+$97.0K2026-10-05
Addison Capital Co
DECREASED25,50725,956-449-2%$625.0K$727.5K+$102.4K2026-11-09
Tempus Wealth Planning, LLC
DECREASED25,45648,325-22,869-47%$1.2M$726.0K-$437.6K2026-10-14
Mcrae Capital Management Inc
UNCHANGED25,45125,45100%$612.9K$725.9K+$113.0K2026-10-15
Hoxton Planning & Management, LLC
DECREASED25,42326,907-1,484-6%$647.9K$725.1K+$77.1K2026-10-15
Stillwater Wealth Management Group
DECREASED25,39526,775-1,380-5%$644.7K$724.3K+$79.5K2026-10-21
Signature Estate & Investment Advisors LLC
DECREASED25,38838,803-13,415-35%$934.5K$724.1K-$210.4K2026-10-13
Great Waters Wealth Management
INCREASED25,38125,379+2+0%$611.1K$723.9K+$112.8K2026-10-07
Castleview Partners, LLC
INCREASED25,36221,400+3,962+19%$515.3K$723.3K+$208.0K2026-10-09
Grey Ledge Advisors, LLC
DECREASED25,30429,199-3,895-13%$703.1K$721.7K+$18.6K2026-11-02
Wealth Dimensions Group, Ltd.
DECREASED25,12725,257-130-1%$608.2K$716.6K+$108.4K2026-11-02
Delta Financial Advisors LLC
DECREASED25,02625,454-428-2%$612.9K$713.7K+$100.8K2026-10-27
Paragon Capital Management Ltd
INCREASED25,00324,865+138+1%$598.8K$713.1K+$114.3K2026-10-09
Quattro Financial Advisors LLC
UNCHANGED25,00025,00000%$602.0K$713.0K+$111.0K2026-10-15
Intesa Sanpaolo Wealth Management
DECREASED24,902122,202-97,300-80%$2.9M$710.2K-$2.2M2026-10-28
Ridgecrest Wealth Partners, LLC
INCREASED24,73824,537+201+1%$590.9K$705.5K+$114.7K2026-10-19
Aviso Wealth Management
DECREASED24,71329,775-5,062-17%$717.0K$704.8K-$12.2K2026-11-04
Almanack Investment Partners, Llc.
DECREASED24,67425,225-551-2%$607.4K$703.7K+$96.3K2026-11-03
Harvey Investment Co LLC
UNCHANGED24,65724,65700%$594.0K$703-$593.3K2026-10-20
Adirondack Trust Co
INCREASED24,57923,149+1,430+6%$557.2K$701.0K+$143.8K2026-10-14
Aaron Wealth Advisors LLC
DECREASED24,57332,183-7,610-24%$775.0K$700.8K-$74.1K2026-10-13
BIP Wealth, LLC
DECREASED24,51625,514-998-4%$614.4K$699.2K+$84.8K2026-10-22
Gagnon Securities LLC
INCREASED24,50223,346+1,156+5%$562.2K$698.8K+$136.6K2026-11-05
Quadcap Wealth Management, LLC
DECREASED24,48624,984-498-2%$601.6K$698.3K+$96.7K2026-11-02
Towne Trust Company, N.a
DECREASED24,45532,276-7,821-24%$777.2K$697.5K-$79.7K2026-10-28
Duncker Streett & Co Inc
DECREASED24,34424,821-477-2%$597.7K$694.3K+$96.6K2026-10-27
TT Capital Management LLC
DECREASED24,30027,855-3,555-13%$670.7K$693.0K+$22.3K2026-10-15
Rossby Financial, LCC
INCREASED24,14611,140+13,006+117%$268.2K$688.6K+$420.4K2026-11-05
Colorado Capital Management, Inc.
INCREASED24,12223,676+446+2%$570$688+$1182026-10-15
Nova Financial LLC
NEW24,009—+24,009——$684.7K—2026-11-04
Hall Laurie J Trustee
UNCHANGED23,89823,89800%$575.5K$681.6K+$106.1K2026-10-06
Cowa, LLC
INCREASED23,88423,862+22+0%$574.6K$681.2K+$106.6K2026-10-30
Roffman Miller Associates Inc
INCREASED23,82320,181+3,642+18%$486.0K$679.4K+$193.5K2026-10-19
Beacon Investment Advisory Services, Inc.
DECREASED23,78125,404-1,623-6%$611.7K$678.2K+$66.5K2026-10-13
GatePass Capital, LLC
DECREASED23,78023,985-205-1%$577.6K$678.2K+$100.6K2026-11-09
Compass Financial Management LLC
DECREASED23,72223,884-162-1%$578.1K$676.6K+$98.5K2026-10-30
Roman Butler Fullerton & Co
INCREASED23,61623,293+323+1%$570.2K$695.3K+$125.0K2026-10-27
Baldwin Wealth Partners LLC
UNCHANGED23,57923,57900%$567.8K$672.5K+$104.7K2026-10-13
Everhart Financial Group, Inc.
DECREASED23,57727,433-3,856-14%$660.6K$672.4K+$11.8K2026-10-08
Professional Advisory Services Inc
INCREASED23,51123,492+19+0%$566$671+$1052026-10-08
FSM Wealth Advisors, LLC
DECREASED23,48424,073-589-2%$579.7K$653.3K+$73.6K2026-10-27
Mogy Joel R Investment Counsel Inc
DECREASED23,43623,636-200-1%$569.2K$668.4K+$99.2K2026-10-13
Central Pacific Bank - Trust Division
DECREASED23,29123,301-100%$561.1K$664.3K+$103.2K2026-10-06
Dickmeyer Boyce Financial Management, Inc.
DECREASED23,28424,471-1,187-5%$589.3K$664.1K+$74.8K2026-10-08
Abacus Wealth Partners, LLC
DECREASED23,19126,439-3,248-12%$636.6K$661.4K+$24.8K2026-11-03
Traynor Capital Management, Inc.
INCREASED23,18419,204+3,980+21%$462.4K$661.2K+$198.8K2026-10-29
Fruth Investment Management
DECREASED23,15023,650-500-2%$569$660+$912026-10-13
Catalyst Financial Partners LLC
DECREASED23,13525,150-2,015-8%$605.6K$659.8K+$54.2K2026-11-06
Stokes Capital Advisors, LLC
INCREASED23,12522,925+200+1%$552.0K$659.5K+$107.5K2026-10-09
Exchange Bank
INCREASED23,06623,020+46+0%$554.3K$657.8K+$103.5K2026-10-07
Traphagen Investment Advisors LLC
INCREASED23,06022,620+440+2%$544.7K$657.7K+$113.0K2026-10-14
First American Bank
DECREASED22,97623,110-134-1%$556.5K$655.3K+$98.8K2026-10-27
Enterprise Financial Services Corp
DECREASED22,96424,377-1,413-6%$587.0K$654.9K+$67.9K2026-11-03
Legacy Trust
DECREASED22,95825,896-2,938-11%$623.6K$700.7K+$77.1K2026-11-06
Laurel OAK Wealth Management, LLC
INCREASED22,94022,641+299+1%$545.2K$654.2K+$109.1K2026-10-19
Silverberg Bernstein Capital Management LLC
DECREASED22,88323,283-400-2%$560.7K$652.6K+$92.0K2026-10-13
Rossmore Private Capital
DECREASED22,82825,328-2,500-10%$609.9K$651.1K+$41.2K2026-10-27
Clearstead Trust, LLC
DECREASED22,71323,084-371-2%$555.9K$647.8K+$91.9K2026-11-06
Hutchinson Capital Management
INCREASED22,70818,926+3,782+20%$455.7K$647.6K+$191.9K2026-11-09
Platform Technology Partners
DECREASED22,70022,870-170-1%$550.7K$647.4K+$96.7K2026-11-02
Oarsman Capital, Inc.
DECREASED22,69023,471-781-3%$565.2K$647.1K+$81.9K2026-11-05
MBM Wealth Consultants, LLC
INCREASED22,66618,437+4,229+23%$444.0K$646.4K+$202.5K2026-10-20
Gilliland Jeter Wealth Management LLC
INCREASED22,58122,560+21+0%$543.3K$644.0K+$100.8K2026-10-28
Childress Capital Advisors, LLC
INCREASED22,52021,776+744+3%$524.4K$642.3K+$117.9K2026-10-28
Ares Financial Consulting, LLC
INCREASED22,50322,342+161+1%$538.0K$641.8K+$103.8K2026-10-19
MBA Advisors LLC
INCREASED22,48222,463+19+0%$540.9K$641.2K+$100.3K2026-10-29
QTR Family Wealth, LLC
INCREASED22,47917,842+4,637+26%$429.6K$641.1K+$211.5K2026-11-02
Allen Mooney & Barnes Investment Advisors LLC
DECREASED22,30822,543-235-1%$542.8K$636.2K+$93.4K2026-10-08
Essex Bank
DECREASED22,27724,466-2,189-9%$588.9K$635.3K+$46.4K2026-10-16
Future Financial Wealth Managment LLC
DECREASED22,26924,465-2,196-9%$611.9K$635.1K+$23.2K2026-10-15
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED22,13349,841-27,708-56%$1.2M$631.2K-$568.9K2026-10-14
Hilltop National Bank
DECREASED22,13322,328-195-1%$537.7K$631.2K+$93.6K2026-10-14
Peoples Bank
INCREASED22,12321,916+207+1%$527.7K$630.9K+$103.2K2026-10-09
International Private Wealth Advisors LLC
INCREASED22,10121,162+939+4%$509.6K$630.3K+$120.7K2026-11-05
Sava Infond d.o.o.
INCREASED22,10010,050+12,050+120%$242.0K$630.3K+$388.3K2026-10-28
Alliance Wealth Advisors, LLC
DECREASED22,08422,343-259-1%$538.0K$629.8K+$91.8K2026-10-14
First County Bank
DECREASED22,07823,791-1,713-7%$572.9K$629.7K+$56.8K2026-10-13
Cornerstone Wealth Group, LLC
INCREASED22,05720,478+1,579+8%$493.1K$629.1K+$136.0K2026-11-02
James Investment Research, Inc.
INCREASED22,01910,030+11,989+120%$241.5K$628.0K+$386.5K2026-10-22
Avail Investment Partners, LLC
INCREASED21,95115,747+6,204+39%$379.2K$626.0K+$246.9K2026-10-16
Fragasso Financial Advisors Inc
DECREASED21,89422,006-112-1%$529.9K$619.2K+$89.2K2026-10-13
Pinnacle Wealth Planning Services, Inc.
DECREASED21,88322,508-625-3%$542.0K$624.1K+$82.1K2026-10-27
Sterling Capital Management LLC
DECREASED21,87933,636-11,757-35%$810.0K$624.0K-$186.0K2026-10-22
Abacus Planning Group, Inc.
DECREASED21,84925,600-3,751-15%$616.4K$623.1K+$6.7K2026-11-02
Institute for Wealth Management, Llc.
DECREASED21,84621,899-530%$527.3K$623.0K+$95.7K2026-11-06
Avior Wealth Management, LLC
DECREASED21,81627,357-5,541-20%$658.8K$622.2K-$36.5K2026-10-13
FCG Investment Co
INCREASED21,79615,702+6,094+39%$378.1K$621.6K+$243.5K2026-10-13
Orca Investment Management, LLC
DECREASED21,78723,679-1,892-8%$570.2K$621.4K+$51.2K2026-10-29
Johnson & White Wealth Management, LLC
DECREASED21,78221,890-1080%$527.1K$621.2K+$94.1K2026-11-03
Able Wealth Management LLC
DECREASED21,68422,091-407-2%$499.1K$594.4K+$95.3K2026-10-13
Middleton & Co Inc
DECREASED21,65828,658-7,000-24%$690.1K$617.7K-$72.4K2026-10-23
Birch Hill Investment Advisors LLC
INCREASED21,45519,955+1,500+8%$480.5K$611.9K+$131.4K2026-10-16
Traub Capital Management LLC
DECREASED21,44725,792-4,345-17%$621.1K$611.7K-$9.4K2026-11-09
KFG Wealth Management, LLC
DECREASED21,37021,682-312-1%$522.1K$609.5K+$87.4K2026-10-16
Focused Alpha, LLC
INCREASED21,31021,223+87+0%$511.1K$607.8K+$96.7K2026-10-20
Granite FO LLC
UNCHANGED21,30321,30300%$513.0K$607.6K+$94.6K2026-10-14
D'Orazio & Associates, Inc.
DECREASED21,23524,083-2,848-12%$579.9K$605.6K+$25.7K2026-11-04
Fortem Financial Group, LLC
DECREASED21,20721,388-181-1%$515.0K$604.8K+$89.8K2026-10-20
Victory Financial Group, LLC
INCREASED21,12915,030+6,099+41%$361.9K$602.6K+$240.7K2026-10-27
Pinnacle Bancorp, Inc.
DECREASED21,07821,473-395-2%$517.1K$601.1K+$84.1K2026-10-21
Greenspring Advisors, LLC
NEW21,032—+21,032——$599.9K—2026-11-05
Uptick Partners, LLC
DECREASED21,00340,712-19,709-48%$980.3K$599.0K-$381.3K2026-11-04
Blueprint Investment Partners LLC
INCREASED20,95810,259+10,699+104%$247.0K$597.7K+$350.7K2026-10-28
PW Nova Financial Services LLC
INCREASED20,94318,673+2,270+12%$449.6K$597.3K+$147.7K2026-10-15
Murphy & Mullick Capital Management Corp
INCREASED20,93419,904+1,030+5%$452.7K$597.0K+$144.3K2026-11-02
Sunpointe, LLC
DECREASED20,86038,069-17,209-45%$916.7K$594.9K-$321.8K2026-10-22
Gerber Kawasaki Wealth & Investment Management
INCREASED20,85919,574+1,285+7%$471.3K$594.9K+$123.6K2026-10-29
Bank Hapoalim BM
DECREASED20,845109,145-88,300-81%$2.6M$594-$2.6M2026-11-10
Wetzel Investment Advisors, Inc.
INCREASED20,77219,402+1,370+7%$467.2K$592.4K+$125.2K2026-10-13
Roof Eidam Maycock Peralta, LLC
DECREASED20,70923,207-2,498-11%$558.8K$590.6K+$31.8K2026-10-15
Facet Wealth, Inc.
INCREASED20,47016,866+3,604+21%$406.1K$583.8K+$177.7K2026-11-04
American National Bank & Trust
DECREASED20,43222,270-1,838-8%$536.3K$582.7K+$46.5K2026-10-07
Heritage Wealth Management, Inc.
DECREASED20,42520,775-350-2%$500.3K$582.5K+$82.3K2026-10-28
Elemental Capital Partners LLC
UNCHANGED20,31020,31000%$489.1K$579.2K+$90.2K2026-10-14
Southern Financial Group, LLC
DECREASED20,30721,665-1,358-6%$521.7K$579.2K+$57.5K2026-10-30
Oakmont Investment Advisors, Inc.
INCREASED20,30419,961+343+2%$480.7K$579.1K+$98.4K2026-10-21
Axiom Investment Management LLC
DECREASED20,26186,053-65,792-76%$2.1M$577.8K-$1.5M2026-11-03
Bahl & Gaynor LLC
DECREASED20,21020,743-533-3%$499.5K$576.4K+$76.9K2026-11-05
Mechanics Financial Corp
DECREASED20,19720,403-206-1%$491.3K$576.0K+$84.7K2026-11-05
Hendershot Investments Inc.
DECREASED20,13720,504-367-2%$493.7K$574.3K+$80.6K2026-11-05
Benin Management Corp
DECREASED20,12423,624-3,500-15%$568.9K$573.9K+$5.1K2026-10-22
Elyxium Wealth, LLC
DECREASED20,02520,580-555-3%$495.6K$571.1K+$75.5K2026-10-27
GC Wealth Management RIA, LLC
INCREASED19,89213,942+5,950+43%$335.7K$567.3K+$231.6K2026-11-02
Asset Dedication, LLC
DECREASED19,88019,966-860%$480.8K$567.0K+$86.2K2026-11-03
First Bancorp, Inc
DECREASED19,87920,600-721-3%$496.0K$566.9K+$70.9K2026-10-26
Archford Capital Strategies, LLC
INCREASED19,84218,376+1,466+8%$442.5K$565.9K+$123.4K2026-10-19
Warner Financial, Inc
INCREASED19,73019,719+11+0%$474.8K$562.7K+$87.9K2026-11-06
Jmac Enterprises LLC
DECREASED19,65227,652-8,000-29%$665.9K$560.5K-$105.4K2026-10-30
Connecticut Wealth Management, LLC
NEW19,627—+19,627——$559.8K—2026-10-13
Trust Co of the South
UNCHANGED19,62719,62700%$472.6K$559.8K+$87.1K2026-10-21
Palacios Wealth Management, LLC
DECREASED19,56920,078-509-3%$483.5K$558.1K+$74.6K2026-11-04
CMH Wealth Management LLC
DECREASED19,55456,014-36,460-65%$1.3M$557.7K-$791.1K2026-10-22
McGlone Suttner Wealth Management, Inc.
INCREASED19,48618,823+663+4%$453.3K$555.7K+$102.5K2026-10-13
Winch Advisory Services, LLC
INCREASED19,44517,345+2,100+12%$417.7K$554.6K+$136.9K2026-11-06
Secure Asset Management, LLC
DECREASED19,41920,505-1,086-5%$493.8K$553.8K+$60.1K2026-10-19
NIA Impact Advisors, LLC
INCREASED19,36715,005+4,362+29%$361.3K$552.4K+$191.0K2026-11-04
King Wealth Management Group
DECREASED19,35719,427-700%$468.0K$552-$467.4K2026-11-09
RFG - Bristol Wealth Advisors, LLC
INCREASED19,34019,333+7+0%$465.5K$551.6K+$86.0K2026-10-09
Tower Trust & Investment Co
INCREASED19,32218,965+357+2%$456.4K$551.0K+$94.6K2026-10-28
CMG Global Holdings, LLC
DECREASED19,31719,917-600-3%$479.6K$550.9K+$71.3K2026-10-14
Prevail Innovative Wealth Advisors, LLC
NEW19,291—+19,291——$540.1K—2026-10-20
Ti-Trust, Inc
INCREASED19,24619,182+64+0%$461.9K$548.9K+$87.0K2026-10-21
Bucket List Wealth Management, LLC
DECREASED19,22419,535-311-2%$470.4K$548.3K+$77.9K2026-10-22
Spectrum Asset Management, Inc. (NB )
INCREASED19,16318,885+278+1%$454.8K$546.5K+$91.8K2026-10-19
SeaBridge Investment Advisors LLC
NEW19,112—+19,112——$545.1K—2026-11-02
Quent Capital, LLC
INCREASED19,09515,327+3,768+25%$369.1K$561.3K+$192.2K2026-11-09
Park Edge Advisors, LLC
DECREASED19,06020,416-1,356-7%$491.6K$543.6K+$52.0K2026-10-28
Virtue Capital Management, LLC
INCREASED19,05318,343+710+4%$441.7K$543.4K+$101.7K2026-10-29
Bridgewealth Advisory Group, LLC
INCREASED19,02018,158+862+5%$437.3K$542.4K+$105.2K2026-11-09
Keudell ison Wealth Management
DECREASED18,96921,987-3,018-14%$529.4K$541.0K+$11.5K2026-10-16
Benchmark Financial Wealth Advisors, LLC
INCREASED18,85214,858+3,994+27%$357.8K$537.7K+$179.9K2026-10-20
Summit Asset Management, LLC
DECREASED18,81218,916-104-1%$455.5K$536.5K+$81.0K2026-11-05
Oliver Luxxe Assets LLC
UNCHANGED18,76218,76200%$451.8K$535.1K+$83.3K2026-10-14
XXI Wealth, LLC
DECREASED18,70826,134-7,426-28%$629.3K$533.6K-$95.8K2026-10-22
Bingham Private Wealth, LLC
DECREASED18,68318,802-119-1%$452.8K$532.8K+$80.1K2026-11-05
Cypress Wealth Services, LLC
DECREASED18,54619,074-528-3%$459.3K$510.0K+$50.7K2026-10-21
Douglas Lane & Associates, LLC
DECREASED18,50424,170-5,666-23%$582.0K$527.7K-$54.3K2026-10-09
Bond & Devick Financial Network, Inc.
INCREASED18,46418,088+376+2%$435.6K$526.6K+$91.0K2026-10-23
ZWJ Investment Counsel Inc
DECREASED18,45720,732-2,275-11%$499.2K$526.4K+$27.2K2026-10-15
Strategic Advisors LLC
UNCHANGED18,21618,21600%$438.6K$519.5K+$80.9K2026-10-13
Kelly Financial Group LLC
INCREASED18,19918,133+66+0%$436.7K$519.1K+$82.4K2026-10-16
PUREfi Wealth, LLC
DECREASED18,19420,358-2,164-11%$490.2K$518.9K+$28.7K2026-10-19
Financial Solutions Advisory Group, Inc.
DECREASED18,05120,889-2,838-14%$506.6K$533.9K+$27.4K2026-10-28
Allegiance Financial Group Advisory Services LLC
NEW18,030—+18,030——$514.2K—2026-11-02
Central Bank & Trust Co
INCREASED17,88517,698+187+1%$426.2K$510.1K+$83.9K2026-10-09
Washington Trust Bank
INCREASED17,84316,728+1,115+7%$402.8K$508.9K+$106.1K2026-11-03
M. Kraus & Co
UNCHANGED17,83917,83900%$429.6K$508.8K+$79.2K2026-10-20
Garton & Associates Financial Advisors LLC
INCREASED17,75217,732+20+0%$427.0K$506.3K+$79.3K2026-10-30
Miller Financial Services LLC
DECREASED17,69117,891-200-1%$430.8K$504.5K+$73.7K2026-10-20
Krane Funds Advisors LLC
DECREASED17,66820,501-2,833-14%$493.7K$503.9K+$10.2K2026-11-09
Asset One Wealth Management LLC
NEW17,661—+17,661——$503.7K—2026-11-02
Cullen Investment Group, Ltd.
INCREASED17,56815,768+1,800+11%$379.7K$498.9K+$119.2K2026-10-13
Forbes J M & Co LLP
INCREASED17,53317,312+221+1%$416.9K$500.0K+$83.2K2026-10-16
Montgomery Investment Management Inc
UNCHANGED17,47017,47000%$420.7K$498.2K+$77.6K2026-10-26
Creative Financial Designs Inc
INCREASED17,33614,841+2,495+17%$357.4K$494.4K+$137.1K2026-11-04
Charles Schwab Trust Co
INCREASED17,32516,129+1,196+7%$388.4K$494.1K+$105.7K2026-10-15
Lantern Wealth Advisors, LLC
INCREASED17,31217,273+39+0%$415.9K$493.7K+$77.8K2026-10-22
Spire Wealth Management
DECREASED17,27618,451-1,175-6%$444.3K$492.7K+$48.4K2026-10-30
LVW Advisors, LLC
INCREASED17,23216,983+249+1%$408.9K$491.4K+$82.5K2026-10-19
Lewis Asset Management, LLC
DECREASED17,23017,927-697-4%$431.7K$491.4K+$59.7K2026-10-14
Natural Investments, LLC
DECREASED17,19418,680-1,486-8%$449.0K$490.4K+$41.4K2026-11-06
Vaughan David Investments LLC
INCREASED17,15814,110+3,048+22%$340.0K$489-$339.5K2026-11-05
Richwood Investment Advisors, LLC
DECREASED17,15417,470-316-2%$420.7K$489.2K+$68.6K2026-10-30
Nilsine Partners, LLC
INCREASED17,15110,400+6,751+65%$250.4K$489.1K+$238.7K2026-11-02
Bangor Savings Bank
DECREASED17,00617,268-262-2%$415.8K$485.0K+$69.2K2026-10-06
Income Insurance Ltd
UNCHANGED16,98616,98600%$409.0K$484.4K+$75.4K2026-10-21
Biltmore Family Office, LLC
DECREASED16,97817,312-334-2%$416.9K$484.2K+$67.3K2026-11-03
Third View Private Wealth, LLC
INCREASED16,93916,016+923+6%$385.7K$483.1K+$97.4K2026-10-30
Seelaus Asset Management LLC
INCREASED16,84910,345+6,504+63%$249.1K$474.6K+$225.5K2026-10-14
RKL Wealth Management LLC
INCREASED16,84715,850+997+6%$381.7K$480.5K+$98.8K2026-10-16
Earned Wealth Advisors, LLC
INCREASED16,79115,837+954+6%$381.4K$478.9K+$97.5K2026-11-06
Range Financial Group LLC
INCREASED16,77213,678+3,094+23%$329.4K$478.3K+$149.0K2026-10-21
Stirlingshire Investments, Inc.
NEW16,755—+16,755——$477.9K—2026-11-05
Defender Capital, Llc.
UNCHANGED16,73516,73500%$403.0K$477.3K+$74.3K2026-10-01
Verus Capital Partners, LLC
INCREASED16,71615,911+805+5%$383.1K$476.8K+$93.6K2026-11-03
SJS Investment Consulting Inc.
INCREASED16,7085,482+11,226+205%$132.0K$476.5K+$344.5K2026-10-26
Cromwell Holdings LLC
DECREASED16,66118,615-1,954-10%$448.2K$475.2K+$26.9K2026-10-28
Alpha Family Trust
UNCHANGED16,62016,62000%$400.2K$400.2K$02026-11-04
Rakuten Securities, Inc.
DECREASED16,60737,692-21,085-56%$907.6K$473.6K-$434.0K2026-11-02
Acropolis Investment Management, LLC
DECREASED16,58518,379-1,794-10%$442.6K$473.0K+$30.4K2026-10-08
White Pine Capital LLC
UNCHANGED16,58216,58200%$399.3K$472.9K+$73.6K2026-11-09
Caitong International Asset Management Co., Ltd
NEW16,553—+16,553——$472.1K—2026-10-29
First Merchants Corp
UNCHANGED16,51716,51700%$397.7K$471.1K+$73.3K2026-10-15
Waterfront Wealth Inc.
INCREASED16,43916,362+77+0%$395.5K$495.5K+$100.1K2026-11-03
Colonial River Investments, LLC
DECREASED16,39721,713-5,316-24%$522.8K$467.7K-$55.2K2026-10-19
Newman Dignan & Sheerar, Inc.
DECREASED16,38416,944-560-3%$408.0K$467.3K+$59.3K2026-10-21
Westside Investment Management, Inc.
INCREASED16,32316,318+5+0%$393.0K$464.0K+$71.1K2026-11-02
LMG Wealth Partners, LLC
UNCHANGED16,29416,29400%$392.4K$464.7K+$72.3K2026-11-05
First Heartland Consultants, Inc.
INCREASED16,28812,834+3,454+27%$309.0K$464.5K+$155.5K2026-10-08
Atwood & Palmer Inc
INCREASED16,2619,929+6,332+64%$239.1K$463.8K+$224.7K2026-10-08
Fortis Group Advisors, LLC
DECREASED16,21462,653-46,439-74%$1.5M$487.1K-$1.0M2026-11-06
Capstone Wealth Management, LLC
NEW16,198—+16,198——$462.0K—2026-11-02
Pinnacle West Asset Management, Inc.
UNCHANGED16,15816,15800%$389.0K$461-$388.5K2026-11-09
Genesis Private Wealth, LLC
INCREASED15,95411,761+4,193+36%$283.2K$455.0K+$171.8K2026-11-02
Sepio Capital, LP
DECREASED15,94616,496-550-3%$397.2K$454.8K+$57.6K2026-10-22
Alkeme Wealth, LLC
DECREASED15,94317,278-1,335-8%$416.1K$454.7K+$38.6K2026-10-08
MMA Asset Management LLC
INCREASED15,93515,667+268+2%$377.3K$454.5K+$77.2K2026-11-02
Shulman DeMeo Asset Management LLC
DECREASED15,90216,281-379-2%$392.1K$435.9K+$43.8K2026-10-09
BFI Infinity Ltd.
NEW15,866—+15,866——$452.5K—2026-10-16
WBH Advisory Inc
DECREASED15,85516,281-426-3%$392.0K$452.2K+$60.2K2026-11-05
Trillium Asset Management, LLC
UNCHANGED15,79915,79900%$380.4K$450.6K+$70.1K2026-11-09
Harmony Asset Management LLC
UNCHANGED15,78315,78300%$380.1K$450.1K+$70.1K2026-10-20
Community Financial Services Group, LLC
INCREASED15,77515,023+752+5%$358.7K$443.6K+$84.8K2026-10-15
Walker Asset Management, LLC
INCREASED15,74714,882+865+6%$358.4K$449.1K+$90.7K2026-10-13
Bath Savings Trust Co
UNCHANGED15,64615,64600%$376.8K$446.2K+$69.5K2026-10-07
Oakworth Capital, Inc.
INCREASED15,53915,363+176+1%$369.5K$443.2K+$73.7K2026-10-26
Amarillo National Bank
UNCHANGED15,51315,51300%$373.6K$442.4K+$68.9K2026-10-23
Blue Fin Capital, Inc.
DECREASED15,50315,547-440%$374.4K$442.2K+$67.8K2026-10-28
Nichols & Pratt Advisers LLP
DECREASED15,50017,200-1,700-10%$414.2K$435.9K+$21.7K2026-10-13
3Chopt Investment Partners, LLC
INCREASED15,4869,420+6,066+64%$226.8K$441.7K+$214.8K2026-10-30
New England Research & Management, Inc.
DECREASED15,47521,427-5,952-28%$516.0K$441.3K-$74.6K2026-10-16
Left Brain Wealth Management, LLC
INCREASED15,45412,417+3,037+24%$299.0K$440.7K+$141.7K2026-10-28
Novem Group
INCREASED15,42014,402+1,018+7%$346.8K$439.8K+$93.0K2026-10-19
CWS Financial Advisors, LLC
INCREASED15,39914,856+543+4%$357.7K$439.2K+$81.4K2026-10-16
Kuhn & Co Investment Counsel
INCREASED15,37515,362+13+0%$369.9K$438.5K+$68.6K2026-10-29
Summit Wealth Group LLC / Co
INCREASED15,36811,625+3,743+32%$279.9K$438.3K+$158.4K2026-10-29
Flagship Wealth Advisors, LLC
INCREASED15,36415,206+158+1%$366.2K$438.2K+$72.0K2026-11-03
Barnes Wealth Management Group, Inc
DECREASED15,35915,391-320%$370.6K$438.0K+$67.4K2026-11-09
Prentiss Smith & Co Inc
UNCHANGED15,32715,32700%$369.1K$437.1K+$68.1K2026-10-27
Armstrong Henry H Associates Inc
DECREASED15,29415,394-100-1%$370.7K$436.2K+$65.5K2026-10-07
Financial Perspectives, Inc
DECREASED15,28118,621-3,340-18%$448.4K$435.8K-$12.6K2026-11-03
Triad Wealth Partners, LLC
DECREASED15,22218,923-3,701-20%$473.6K$434.1K-$39.5K2026-10-26
Climber Capital SA
NEW15,220—+15,220——$411.6K—2026-10-20
Advocate Investing Services LLC
INCREASED15,15015,148+2+0%$364.8K$432.1K+$67.3K2026-10-26
L. Roy Papp & Associates, LLP
INCREASED15,12713,078+2,049+16%$314.9K$431.4K+$116.5K2026-10-21
World Equity Group, Inc.
DECREASED15,11516,025-910-6%$385.9K$431.1K+$45.2K2026-10-14
Channel Wealth LLC
INCREASED15,04713,769+1,278+9%$331.6K$429.1K+$97.6K2026-11-06
Acorn Wealth Advisors, LLC
INCREASED15,03514,918+117+1%$359.2K$428.8K+$69.6K2026-10-19
JTC Employer Solutions Trustee Ltd
UNCHANGED15,00015,00000%$361.0K$427-$360.6K2026-11-09
Center for Financial Planning, Inc.
INCREASED14,99813,544+1,454+11%$326.2K$427.8K+$101.6K2026-10-26
Westbourne Investment Advisors, Inc.
UNCHANGED14,99514,99500%$361.1K$427.7K+$66.6K2026-10-20
Folger Nolan Fleming Douglas Capital Management, Inc
DECREASED14,99015,390-400-3%$370.6K$427.5K+$56.9K2026-10-13
SGL Investment Advisors, Inc.
DECREASED14,93714,975-380%$405.1K$439.0K+$33.9K2026-11-09
Beacon Bank & Trust
INCREASED14,92214,302+620+4%$344.4K$425.6K+$81.2K2026-10-27
Legal Advantage Investments, Inc.
UNCHANGED14,90014,90000%$358.8K$424.9K+$66.2K2026-10-13
Angeles Wealth Management, LLC
DECREASED14,84117,009-2,168-13%$409.6K$423.3K+$13.7K2026-10-26
NBH Bank
DECREASED14,83315,555-722-5%$374.6K$423.0K+$48.5K2026-11-05
Western Financial Corp
INCREASED14,80814,678+130+1%$353.4K$422.3K+$68.9K2026-10-14
BAM Wealth Management, LLC
NEW14,769—+14,769——$421.2K—2026-10-15
McElhenny Sheffield Capital Management, LLC
DECREASED14,75914,807-480%$356.6K$420.9K+$64.4K2026-11-06
Abner Herrman & Brock LLC
UNCHANGED14,75014,75000%$355$421+$662026-10-20
Taylor Financial Group, Inc.
UNCHANGED14,74014,74000%$354.9K$420.4K+$65.4K2026-11-02
Indiana Trust & Investment Management Co
INCREASED14,70514,124+581+4%$340.1K$419.4K+$79.3K2026-10-22
71 West Capital Partners
INCREASED14,6528,590+6,062+71%$206.8K$417.9K+$211.0K2026-11-04
Chemung Canal Trust Co
DECREASED14,62019,262-4,642-24%$463.8K$417.0K-$46.9K2026-11-04
Castle Rock Wealth Management, LLC
INCREASED14,61914,593+26+0%$348.5K$402.0K+$53.5K2026-10-09
GW Henssler & Associates LTD
INCREASED14,60613,763+843+6%$331.4K$416.6K+$85.2K2026-10-26
West Bancorporation Inc
DECREASED14,60017,975-3,375-19%$432.8K$416.4K-$16.4K2026-10-29
Winthrop Advisory Group LLC
INCREASED14,59414,384+210+1%$346.4K$416.2K+$69.9K2026-10-22
Retirement Planning Group, LLC
INCREASED14,57814,546+32+0%$350.3K$415.8K+$65.5K2026-10-19
May Hill Capital, LLC
INCREASED14,5759,343+5,232+56%$225.0K$415.7K+$190.7K2026-11-03
Gratus Wealth Advisors, LLC
INCREASED14,56214,457+105+1%$348.1K$415.3K+$67.2K2026-10-26
Howard Financial Services, Ltd.
INCREASED14,54912,607+1,942+15%$303.6K$414.9K+$111.4K2026-10-15
OceanIQ Capital, LLC
INCREASED14,53914,479+60+0%$385.4K$412.5K+$27.0K2026-10-19
LCM Capital Management Inc
INCREASED14,50714,441+66+0%$347.7K$413.7K+$66.0K2026-10-20
Signal Advisors Wealth, LLC
INCREASED14,50011,807+2,693+23%$284.3K$413.5K+$129.2K2026-10-13
Saybrook Capital
UNCHANGED14,50014,50000%$349.2K$413.5K+$64.4K2026-10-27
Kagan Cocozza Asset Management
INCREASED14,48712,911+1,576+12%$310.9K$413.2K+$102.3K2026-10-19
Proathlete Wealth Management LLC
INCREASED14,48312,327+2,156+17%$295.1K$413.1K+$118.0K2026-10-15
Scott Capital Advisors, LLC
NEW14,461—+14,461——$404.9K—2026-10-13
TCI Wealth Advisors, Inc.
DECREASED14,41815,257-839-5%$367.4K$411.2K+$43.8K2026-10-30
Camden National Bank
DECREASED14,36214,370-80%$346.0K$409.6K+$63.6K2026-11-02
Hilton Head Capital Partners, LLC
INCREASED14,32212,900+1,422+11%$310.6K$408.5K+$97.8K2026-10-23
Fermata Advisors, LLC
INCREASED14,3009,623+4,677+49%$231.7K$407.8K+$176.1K2026-10-13
Lawood & Co
DECREASED14,29314,818-525-4%$356.8K$407.6K+$50.8K2026-10-09
Coston, McIsaac & Partners
DECREASED14,14814,289-141-1%$344.0K$403.5K+$59.5K2026-11-06
Matisse Capital
INCREASED14,10014,000+100+1%$337.1K$402.1K+$65.0K2026-10-29
Mainsail Financial Group, LLC
DECREASED14,09114,238-147-1%$342.9K$401.9K+$59.0K2026-10-23
Sterling Wealth Management, Inc.
DECREASED14,08314,087-40%$339.2K$401.6K+$62.4K2026-10-23
MeadowBrook Investment Advisors LLC
DECREASED14,07716,932-2,855-17%$407.7K$428.2K+$20.5K2026-10-29
Allen Wealth Management, LLC
DECREASED14,01322,464-8,451-38%$540.9K$399.7K-$141.3K2026-10-29
Nadler Financial Group, Inc.
DECREASED14,00015,802-1,802-11%$380.5K$399.3K+$18.8K2026-10-23
6th Street Advisors, LLC
UNCHANGED13,99013,99000%$336.9K$399.0K+$62.1K2026-10-14
Trust Co
DECREASED13,98119,095-5,114-27%$459.8K$398.7K-$61.1K2026-10-09
Todd Wealth Management, LLC
DECREASED13,91714,184-267-2%$341.6K$396.9K+$55.4K2026-10-19
Strive Financial Group,LLC
INCREASED13,9099,474+4,435+47%$228.1K$396.7K+$168.5K2026-11-09
Hickory Point Bank & Trust
DECREASED13,90013,995-95-1%$337.0K$396.4K+$59.4K2026-10-01
Partners Wealth Management, LLC
NEW13,885—+13,885——$396.0K—2026-10-28
PFG Advisors
DECREASED13,84115,983-2,142-13%$384.9K$394.7K+$9.9K2026-10-16
Sigma Investment Counselors Inc
NEW13,839—+13,839——$394.7K—2026-10-27
Physicians Financial Services, Inc.
DECREASED13,82313,923-100-1%$335.0K$394-$334.6K2026-11-04
LexAurum Advisors, LLC
DECREASED13,80214,186-384-3%$341.6K$393.6K+$52.0K2026-10-19
Eagle Global Advisors LLC
UNCHANGED13,80013,80000%$332.3K$393.6K+$61.3K2026-11-02
Tannin Capital LLC
DECREASED13,75514,784-1,029-7%$356.0K$392.3K+$36.3K2026-11-05
Total Clarity Wealth Management, Inc.
INCREASED13,74712,728+1,019+8%$306.5K$392.1K+$85.6K2026-10-26
Eagle Strategies LLC
INCREASED13,69713,556+141+1%$326.4K$390.6K+$64.2K2026-10-16
Cross Staff Investments Inc
INCREASED13,67413,263+411+3%$319.4K$390.0K+$70.6K2026-10-22
Goldstein Advisors, LLC
NEW13,628—+13,628——$388.7K—2026-10-15
Revolve Wealth Partners, LLC
INCREASED13,60312,536+1,067+9%$301.9K$388.0K+$86.1K2026-10-23
bLong Financial, LLC
DECREASED13,55313,727-174-1%$330.5K$386.5K+$56.0K2026-10-29
Wealth Enhancement Trust Services, Inc.
INCREASED13,5239,430+4,093+43%$227.1K$385.7K+$158.6K2026-10-07
Lincoln Capital Corp
INCREASED13,51413,230+284+2%$318.6K$385.4K+$66.8K2026-10-13
Horst & Graben Wealth Management LLC
INCREASED13,46713,421+46+0%$320.5K$384.1K+$63.6K2026-11-02
Advisory Solutions Group, LLC
NEW13,423—+13,423——$382.8K—2026-10-14
Acima Private Wealth, LLC
DECREASED13,29414,009-715-5%$337.3K$379.1K+$41.8K2026-10-05
Three Magnolias Financial Advisors, LLC
DECREASED13,25016,416-3,166-19%$398.9K$377.9K-$21.0K2026-10-14
Carlton Hofferkamp & Jenks Wealth Management, LLC
DECREASED13,24013,974-734-5%$346.8K$398.6K+$51.8K2026-10-21
Capital Advisors, Ltd. LLC
INCREASED13,19811,663+1,535+13%$281$376+$952026-10-27
Grove Bank & Trust
DECREASED13,11513,502-387-3%$325.1K$374.0K+$48.9K2026-10-08
Florida Financial Advisors, LLC
INCREASED13,1078,616+4,491+52%$207.5K$373.8K+$166.4K2026-11-09
Versant Capital Management, Inc
DECREASED13,08815,577-2,489-16%$375.1K$373.3K-$1.8K2026-10-02
Olistico Wealth, LLC
UNCHANGED13,05013,05000%$314.2K$372.2K+$57.9K2026-10-05
Embree Financial Group
DECREASED13,04313,751-708-5%$331.1K$372.0K+$40.9K2026-10-22
Long Road Investment Counsel, LLC
UNCHANGED13,04313,04300%$314.1K$372.0K+$57.9K2026-11-04
Founders Financial Securities LLC
INCREASED13,03111,306+1,725+15%$272.2K$371.7K+$99.4K2026-10-28
SBK Financial, Inc.
INCREASED13,03113,000+31+0%$313.0K$371.6K+$58.6K2026-11-02
Founders Capital Management
DECREASED12,97313,473-500-4%$324.4K$370.0K+$45.6K2026-10-13
Nvwm, LLC
INCREASED12,9692,948+10,021+340%$71.0K$369.9K+$298.9K2026-10-14
Baker Tilly Wealth Management, LLC
INCREASED12,9519,590+3,361+35%$230.9K$369.4K+$138.4K2026-10-05
Northstar Group, Inc.
DECREASED12,90313,903-1,000-7%$334.8K$368.0K+$33.2K2026-11-10
Manchester Financial Inc
DECREASED12,80313,168-365-3%$317.1K$365.1K+$48.1K2026-10-15
DT Investment Partners, LLC
UNCHANGED12,77912,77900%$307.7K$364.5K+$56.7K2026-10-27
Bluedoor Private Wealth, LLC
DECREASED12,77812,888-110-1%$310.3K$364.4K+$54.1K2026-11-05
Interchange Capital Partners, LLC
DECREASED12,75913,459-700-5%$324.1K$363.9K+$39.8K2026-10-28
Live Oak Private Wealth LLC
DECREASED12,74116,484-3,743-23%$396.9K$363.4K-$33.6K2026-11-02
Investment Advisory Services Inc
INCREASED12,71812,058+660+5%$290.3K$362.7K+$72.4K2026-10-27
Sendero Wealth Management, LLC
INCREASED12,69112,432+259+2%$299.4K$361.9K+$62.6K2026-10-14
AGH Wealth Advisors, LLC
DECREASED12,68512,719-340%$306.3K$361.8K+$55.5K2026-10-26
Key Capital Management, Inc
INCREASED12,6652,832+9,833+347%$68.2K$370.5K+$302.3K2026-11-03
Flywheel Private Wealth LLC
DECREASED12,66513,015-350-3%$313.4K$361.2K+$47.8K2026-11-02
Avant Financial Advisors LLC
INCREASED12,64412,506+138+1%$301.1K$360.6K+$59.5K2026-11-02
MTM Investment Management, LLC
DECREASED12,61112,819-208-2%$308.7K$359.7K+$51.0K2026-10-30
Marathon Capital Management
DECREASED12,58215,998-3,416-21%$385.2K$358.8K-$26.4K2026-10-23
Capital Square, LLC
DECREASED12,57213,043-471-4%$315.3K$358.6K+$43.3K2026-10-19
Great Hill Capital LLC
UNCHANGED12,57212,57200%$302.7K$358.6K+$55.8K2026-10-20
Accredited Investors Inc.
INCREASED12,55512,474+81+1%$300.4K$358.1K+$57.7K2026-11-03
Straight Path Wealth Management
DECREASED12,53454,064-41,530-77%$1.3M$357.5K-$944.4K2026-10-23
First Premier Bank
DECREASED12,53215,632-3,100-20%$378$357-$212026-10-13
Mindset Wealth Management, LLC
DECREASED12,53213,340-808-6%$321.2K$357.4K+$36.2K2026-10-19
Finer Wealth Management, Inc.
INCREASED12,53111,896+635+5%$286.5K$357.4K+$70.9K2026-10-16
J. Team Financial, Inc.
INCREASED12,51212,062+450+4%$290.5K$356.9K+$66.4K2026-11-03
Shepherd Financial Partners LLC
DECREASED12,41413,337-923-7%$321.2K$354.1K+$32.9K2026-11-03
Uniting Wealth Partners, LLC
INCREASED12,41411,985+429+4%$288.6K$354.1K+$65.4K2026-11-06
Sound Portfolio Advisors, LLC
DECREASED12,40814,209-1,801-13%$342.2K$353.9K+$11.7K2026-11-05
Pavaki Capital Management LLC
UNCHANGED12,40012,40000%$298.6K$353.6K+$55.1K2026-10-26
TrueWealth Advisors, LLC
INCREASED12,39011,924+466+4%$287.1K$353.4K+$66.2K2026-10-09
Ellis Investment Partners, LLC
DECREASED12,35717,062-4,705-28%$410.9K$352.4K-$58.4K2026-10-21
Barrett & Company, Inc.
DECREASED12,32512,966-641-5%$312.2K$351.5K+$39.3K2026-10-22
Beaumont Financial Advisors, LLC
NEW12,303—+12,303——$350.9K—2026-10-22
Cape Investment Advisory, Inc.
DECREASED12,28112,694-413-3%$305.7K$350.3K+$44.6K2026-10-13
PCG Asset Management, LLC
INCREASED12,27410,607+1,667+16%$255.4K$350.1K+$94.6K2026-11-05
Motco
INCREASED12,27112,121+150+1%$291.9K$350.0K+$58.1K2026-11-09
Todd Asset Management LLC
DECREASED12,23727,801-15,564-56%$669.4K$349.0K-$320.4K2026-10-27
Decker Wealth Management LLC
NEW12,187—+12,187——$347.6K—2026-10-09
Reynders McVeigh Capital Management, LLC
INCREASED12,17512,172+3+0%$293.0K$347.2K+$54.2K2026-10-30
ETF Store, Inc.
INCREASED12,13311,380+753+7%$274.0K$346.0K+$72.0K2026-10-19
Gradient Investments LLC
DECREASED12,08713,131-1,044-8%$316.2K$344.7K+$28.5K2026-10-08
LifeGoal Investments, LLC
NEW12,084—+12,084——$344.6K—2026-10-09
Patriot Financial Group Insurance Agency, LLC
DECREASED12,05515,207-3,152-21%$368.0K$343.8K-$24.2K2026-10-14
Blue Capital, Inc.
INCREASED12,05011,600+450+4%$279.3K$343.7K+$64.4K2026-10-13
KPP Advisory Services LLC
DECREASED12,02415,236-3,212-21%$366.9K$342.9K-$24.0K2026-10-26
PPS&V Asset Management Consultants, Inc.
INCREASED12,01811,982+36+0%$288.5K$342.7K+$54.2K2026-10-06
Mainsail Asset Management, LLC
NEW12,000—+12,000——$330.0K—2026-10-14
Wealth Alliance Advisory Group, LLC
INCREASED11,97210,146+1,826+18%$244.3K$341.4K+$97.1K2026-10-14
Regatta Capital Group, LLC
INCREASED11,9568,732+3,224+37%$210.3K$341.0K+$130.7K2026-10-23
Hardy Reed LLC
INCREASED11,9529,321+2,631+28%$224.5K$340.9K+$116.4K2026-11-06
Midland Wealth Advisors, LLC
DECREASED11,94313,532-1,589-12%$325.9K$340.6K+$14.8K2026-10-26
Smith Chas P & Associates PA Cpas
INCREASED11,9429,375+2,567+27%$225.7K$353.2K+$127.5K2026-10-22
Nemes Rush Group LLC
DECREASED11,92512,129-204-2%$292.1K$340.1K+$48.0K2026-11-04
Evanson Financial, LLC
INCREASED11,86011,813+47+0%$284.5K$338.2K+$53.8K2026-10-23
Colton Groome Financial Advisors, LLC
INCREASED11,85611,854+2+0%$285.4K$338.1K+$52.7K2026-10-06
Sawyer & Company, Inc
DECREASED11,82614,250-2,424-17%$343.1K$337.3K-$5.9K2026-10-21
Weaver Consulting Group
DECREASED11,74111,973-232-2%$288.3K$334.9K+$46.5K2026-10-07
Weinberger Asset Management, Inc
INCREASED11,73011,628+102+1%$290.8K$334.5K+$43.7K2026-10-28
Sage Investment Advisers LLC
INCREASED11,71411,661+53+0%$280.8K$334.1K+$53.3K2026-10-21
James J. Burns & Company, LLC
DECREASED11,70512,196-491-4%$293.7K$333.8K+$40.1K2026-10-22
Alchemi Wealth, LLC
DECREASED11,65011,856-206-2%$285.5K$332.3K+$46.8K2026-11-04
Independent Investors Inc
UNCHANGED11,65011,65000%$280.5K$332.3K+$51.7K2026-10-30
Elmwood Wealth Management, Inc.
DECREASED11,64912,723-1,074-8%$306.4K$332.2K+$25.8K2026-10-14
Integrity Advisory Solutions, LLC
DECREASED11,63711,808-171-1%$284.3K$331.9K+$47.5K2026-10-29
Trace Wealth Advisors, LLC
INCREASED11,63211,000+632+6%$264.9K$331.7K+$66.9K2026-10-30
Beam Wealth Advisors, Inc.
DECREASED11,58911,947-358-3%$287.7K$330.5K+$42.8K2026-11-03
Cooper Financial Group
DECREASED11,58514,633-3,048-21%$352.4K$330.4K-$22.0K2026-10-07
Cornerstone Advisory, LLC
NEW11,573—+11,573——$330.1K—2026-11-06
Impact Capital Partners LLC
DECREASED11,56612,174-608-5%$293.2K$329.9K+$36.7K2026-10-22
Essential Partners LLC
INCREASED11,47710,101+1,376+14%$243.2K$327.3K+$84.1K2026-10-14
Wulff, Hansen & Co.
UNCHANGED11,47511,47500%$276.3K$327.3K+$50.9K2026-11-09
Successful Portfolios LLC
DECREASED11,47111,757-286-2%$284.8K$316.2K+$31.4K2026-10-09
Guardian Asset Advisors, LLC
INCREASED11,46811,111+357+3%$267.6K$327.1K+$59.5K2026-10-16
Ashton Thomas Securities, LLC
NEW11,450—+11,450——$326.6K—2026-10-26
Winthrop Capital Management, LLC
DECREASED11,44212,660-1,218-10%$305.0K$326.3K+$21.3K2026-11-05
Vann Equity Management LLC
NEW11,386—+11,386——$324.7K—2026-10-08
Semus Wealth Partners LLC
INCREASED11,32211,093+229+2%$267.1K$322.9K+$55.8K2026-10-22
Arrow Financial Corp
UNCHANGED11,30111,30100%$272.1K$322.3K+$50.2K2026-10-26
Nfsg Corp
DECREASED11,26312,510-1,247-10%$301.2K$321.2K+$20.0K2026-10-15
Cascade Investment Group, Inc.
DECREASED11,24918,782-7,533-40%$452.3K$320.8K-$131.5K2026-10-13
Spinnaker Investment Group, LLC
DECREASED11,22622,810-11,584-51%$549.3K$320.2K-$229.1K2026-10-13
J.M. Arbour, LLC
INCREASED11,20810,443+765+7%$251.5K$319.7K+$68.2K2026-11-05
Sovran Advisors, LLC
DECREASED11,13523,935-12,800-53%$604.3K$333.5K-$270.9K2026-11-02
Meadow Creek Wealth Advisors LLC
DECREASED11,13111,884-753-6%$286.2K$317.5K+$31.3K2026-11-02
Core Wealth Partners LLC
DECREASED11,08911,587-498-4%$279.0K$316.3K+$37.2K2026-11-02
Northern Financial Advisors Inc
DECREASED11,08611,103-170%$267.4K$316.2K+$48.8K2026-10-29
Harbor Investment Advisory, LLC
INCREASED11,0718,425+2,646+31%$202.9K$315.7K+$112.9K2026-10-13
Physician Wealth Advisors, Inc.
INCREASED11,06910,105+964+10%$243.3K$315.7K+$72.4K2026-10-20
Finward Bancorp
DECREASED11,04011,412-372-3%$274.8K$314.9K+$40.1K2026-10-14
Avantra Family Wealth, Inc.
DECREASED11,03811,164-126-1%$268.8K$314.8K+$46.0K2026-10-20
Stonebridge Financial Group, LLC
DECREASED11,03611,290-254-2%$271.9K$314.7K+$42.9K2026-10-01
Northwest Wealth Management, LLC
NEW11,032—+11,032——$314.6K—2026-10-30
Bright Futures Wealth Management, Llc.
DECREASED11,02811,469-441-4%$276.2K$314.5K+$38.3K2026-10-23
Lakeside Advisors, Inc.
INCREASED11,02710,293+734+7%$247.9K$314.5K+$66.6K2026-10-20
Fulcrum Capital LLC
UNCHANGED11,00011,00000%$264.9K$313.7K+$48.8K2026-10-15
Argyle Capital Partners, LLC
DECREASED10,98713,411-2,424-18%$322.9K$313.3K-$9.6K2026-10-23
Legacy Edge Advisors, LLC
DECREASED10,96412,025-1,061-9%$289.6K$312.7K+$23.1K2026-11-06
Alliance Wealth Advisors, LLC
INCREASED10,9509,862+1,088+11%$237.5K$312.3K+$74.8K2026-10-28
Wedgewood Investors Inc
INCREASED10,94210,842+100+1%$261.1K$312.1K+$51.0K2026-10-28
Providence Financial Advisors, LLC
UNCHANGED10,94210,94200%$263.5K$312.1K+$48.6K2026-11-06
Blankinship & Foster, LLC
INCREASED10,94010,851+89+1%$261.3K$312.0K+$50.7K2026-10-19
Sloy Dahl & Holst, LLC
DECREASED10,92811,378-450-4%$274.0K$311.7K+$37.7K2026-10-14
Golden State Wealth Management, LLC
DECREASED10,92111,293-372-3%$271.9K$311.5K+$39.5K2026-11-02
Builder Investment Group Inc
UNCHANGED10,91010,91000%$262.7K$311.2K+$48.4K2026-10-22
Cannon Financial Strategists, Inc.
UNCHANGED10,89210,89200%$262.3K$310.6K+$48.4K2026-10-19
Cpwa, LLC
DECREASED10,87710,879-20%$262.0K$308.9K+$46.9K2026-11-04
Kaufman Rossin Wealth, LLC
NEW10,842—+10,842——$309.2K—2026-10-19
Tiller Private Wealth, Inc.
UNCHANGED10,83210,83200%$260.8K$308.9K+$48.1K2026-10-26
Graves Light Lenhart Wealth, Inc.
DECREASED10,82411,133-309-3%$268.1K$308.7K+$40.6K2026-10-09
Ironwood Investment Counsel, LLC
DECREASED10,77515,465-4,690-30%$372.4K$307.3K-$65.1K2026-11-10
ADE, LLC
UNCHANGED10,70810,70800%$257.8K$305.4K+$47.5K2026-10-29
Clear Creek Financial Management, LLC
DECREASED10,70212,112-1,410-12%$291.7K$305.2K+$13.6K2026-10-28
MKT Advisors LLC
UNCHANGED10,67910,67900%$257.0K$297.1K+$40.1K2026-10-20
First Affirmative Financial Network
NEW10,613—+10,613——$302.7K—2026-10-21
Towercrest Capital Management
UNCHANGED10,59910,59900%$255.2K$302.3K+$47.1K2026-10-23
Stronghold Wealth Management L.L.C.
INCREASED10,5899,509+1,080+11%$229.0K$302.0K+$73.0K2026-10-16
Accel Wealth Management
INCREASED10,58310,265+318+3%$247.2K$301.8K+$54.7K2026-10-13
Sightline Wealth Advisors, LLC
DECREASED10,58019,826-9,246-47%$477.4K$301.7K-$175.7K2026-10-21
Prosperitas Financial LLC
INCREASED10,5629,856+706+7%$237.3K$301.2K+$63.9K2026-10-28
Relyea Zuckerberg Hanson LLC
DECREASED10,54813,950-3,402-24%$335.9K$300.8K-$35.1K2026-10-20
Strata Wealth Advisors, LLC
INCREASED10,54410,284+260+3%$247.6K$300.7K+$53.1K2026-10-16
Integral Investment Advisors, Inc.
INCREASED10,53310,438+95+1%$251.3K$300.4K+$49.1K2026-11-03
Occidental Asset Management, LLC
INCREASED10,5229,801+721+7%$236.0K$300.1K+$64.1K2026-11-05
Clark Asset Management, LLC
DECREASED10,50511,590-1,085-9%$279.1K$299.6K+$20.5K2026-10-19
Norway Savings Bank
DECREASED10,50110,701-200-2%$257.7K$299.5K+$41.8K2026-10-20
Hedges Asset Management LLC
INCREASED10,50010,100+400+4%$243.2K$299.5K+$56.3K2026-10-29
HBW Advisory Services LLC
INCREASED10,4938,688+1,805+21%$209.2K$299.3K+$90.1K2026-10-15
Balefire, LLC
INCREASED10,4799,867+612+6%$237.6K$298.9K+$61.3K2026-10-09
Ullmann Wealth Partners Group, LLC
INCREASED10,4639,468+995+11%$228.0K$298.4K+$70.4K2026-11-02
Berman McAleer LLC
DECREASED10,46010,522-62-1%$253.4K$298.3K+$45.0K2026-10-16
Armstrong Advisory Group, Inc
INCREASED10,44210,400+42+0%$250.4K$297.8K+$47.4K2026-10-09
Chilton Capital Management LLC
DECREASED10,38210,735-353-3%$258.5K$296.1K+$37.6K2026-10-28
Schnieders Capital Management, Llc.
DECREASED10,37910,619-240-2%$255.7K$296.0K+$40.3K2026-11-09
Meridian Management Co
UNCHANGED10,35910,35900%$249.4K$295.4K+$46.0K2026-11-06
New Hampshire Trust
DECREASED10,33716,564-6,227-38%$398.9K$294.8K-$104.1K2026-10-20
Auxano Advisors, LLC
DECREASED10,33310,337-40%$248.9K$294.7K+$45.8K2026-11-06
Sheets Smith Wealth Management
DECREASED10,33014,609-4,279-29%$351.8K$294.6K-$57.2K2026-10-16
Capital Advisors Wealth Management, LLC
INCREASED10,3059,347+958+10%$225.1K$293.9K+$68.8K2026-10-09
Pioneer Trust Bank N A
INCREASED10,2789,334+944+10%$224.8K$293.1K+$68.4K2026-11-06
Souders Financial Advisors
INCREASED10,27110,245+26+0%$246.7K$292.9K+$46.2K2026-11-03
W Advisors, LLC
INCREASED10,2539,841+412+4%$237.0K$292.4K+$55.5K2026-11-02
GAM Holding AG
DECREASED10,25012,297-2,047-17%$296.1K$292.3K-$3.8K2026-11-03
Orange Investment Advisors, Inc.
DECREASED10,23410,405-171-2%$250.6K$291.9K+$41.3K2026-10-23
Squire Investment Management Company, LLC
NEW10,196—+10,196——$290.8K—2026-11-03
Howard Capital Management Group, LLC
DECREASED10,18110,681-500-5%$257.2K$290.4K+$33.2K2026-10-16
Birch Financial Group, LLC
INCREASED10,1779,529+648+7%$229.5K$290.2K+$60.8K2026-10-27
BankPlus Trust Department
DECREASED10,15612,552-2,396-19%$302.3K$289.6K-$12.6K2026-11-06
Sentinel Trust Co LBA
UNCHANGED10,14310,14300%$244$289+$452026-11-03
Cape ANN Savings Bank
DECREASED10,12310,378-255-2%$249.9K$288.7K+$38.8K2026-11-09
First Financial Corp
DECREASED10,11010,210-100-1%$245.9K$288.3K+$42.5K2026-10-13
Jacobsen Capital Management
DECREASED10,08110,451-370-4%$251.7K$287.5K+$35.8K2026-10-27
Capital Investment Counsel, Inc
DECREASED10,07210,372-300-3%$249.8K$287.3K+$37.5K2026-10-20
Columbia Bank
INCREASED10,0718,568+1,503+18%$206.3K$287.2K+$80.9K2026-10-29
Nixon Peabody Trust Co
DECREASED10,06311,474-1,411-12%$276.3K$287.0K+$10.7K2026-10-23
Hazlett, Burt & Watson, Inc.
INCREASED10,05310,050+3+0%$182.1K$289-$181.8K2026-11-04
Syverson Strege & Co
DECREASED10,05112,702-2,651-21%$305.9K$286.7K-$19.2K2026-11-02
New Covenant Trust Company, N.A.
INCREASED10,0429,883+159+2%$238.0K$286.4K+$48.4K2026-10-08
Convergence Investment Partners, LLC
INCREASED10,04110,039+2+0%$241.8K$286.4K+$44.6K2026-10-28
Ariston Services Group
UNCHANGED10,04010,04000%$241.8K$286.3K+$44.6K2026-10-16
JGP Wealth Management, LLC
DECREASED10,02410,450-426-4%$251.6K$285.9K+$34.3K2026-10-13
Banque de Luxembourg S.A.
NEW10,000—+10,000——$285.2K—2026-10-14
Silvant Capital Management LLC
UNCHANGED9,9819,98100%$240.3K$284.7K+$44.3K2026-11-09
Burford Brothers, Inc.
DECREASED9,97111,207-1,236-11%$269.9K$284.4K+$14.5K2026-10-21
Stonehearth Capital Management, LLC
DECREASED9,92910,448-519-5%$251.6K$283.2K+$31.6K2026-10-13
NBZ Investment Advisors LLC
DECREASED9,92819,024-9,096-48%$458.1K$283.1K-$175.0K2026-10-30
Legacy Advisors, LLC
DECREASED9,92640,590-30,664-76%$977.4K$283.1K-$694.3K2026-10-19
Congress Park Capital LLC
INCREASED9,9269,551+375+4%$230.0K$283.1K+$53.1K2026-10-13
Deroy & Devereaux Private Investment Counsel Inc
INCREASED9,9258,925+1,000+11%$215.0K$283-$214.7K2026-10-26
Opal Wealth Advisors, LLC
DECREASED9,92210,181-259-3%$245.2K$283.0K+$37.8K2026-10-16
Hardin Capital Partners, LLC
INCREASED9,9019,476+425+4%$228.7K$282.4K+$53.7K2026-10-09
Vista Capital Partners, Inc.
INCREASED9,8529,292+560+6%$223.7K$281.0K+$57.2K2026-11-06
Optivise Advisory Services LLC
DECREASED9,84410,509-665-6%$253.0K$280.8K+$27.7K2026-10-19
Southland Equity Partners LLC
NEW9,824—+9,824——$280.2K—2026-10-14
Northstar Asset Management Co
DECREASED9,82411,074-1,250-11%$271.8K$293.2K+$21.5K2026-10-22
Vanguard Capital Wealth Advisors
NEW9,800—+9,800——$279.5K—2026-10-16
Powers Advisory Group, LLC
DECREASED9,79711,579-1,782-15%$278.8K$279.4K+$6052026-10-14
Greatmark Investment Partners, Inc.
INCREASED9,7969,621+175+2%$231.7K$279.4K+$47.7K2026-10-28
Eurizon SLJ Capital Ltd
DECREASED9,7919,906-115-1%$238.5K$279.2K+$40.7K2026-11-06
SouthState Bank Corp
DECREASED9,78910,999-1,210-11%$264.9K$279.2K+$14.3K2026-11-09
Lee Financial Co
DECREASED9,76010,021-261-3%$241.3K$278.3K+$37.0K2026-10-16
SRH Advisors, LLC
INCREASED9,7599,734+25+0%$234.4K$278.3K+$43.9K2026-10-22
GHP Investment Advisors, Inc.
INCREASED9,7419,384+357+4%$226.0K$277.8K+$51.9K2026-10-15
MV Capital Management, Inc.
DECREASED9,73210,065-333-3%$242.4K$277.6K+$35.2K2026-10-29
Orrstown Financial Services Inc
UNCHANGED9,7319,73100%$234.3K$277.5K+$43.2K2026-10-14
Eads & Heald Wealth Management
INCREASED9,6779,119+558+6%$219.6K$276.0K+$56.4K2026-10-29
Canvas Wealth Advisors, LLC
DECREASED9,66311,300-1,637-14%$272.1K$289.4K+$17.3K2026-11-02
Lloyd Advisory Services, Llc.
INCREASED9,6599,335+324+3%$224.8K$275.5K+$50.7K2026-11-02
Gryphon Financial Partners LLC
INCREASED9,6368,800+836+10%$211.9K$274.8K+$62.9K2026-11-04
Falcon Wealth Planning
NEW9,623—+9,623——$274.5K—2026-11-06
Sather Financial Group Inc
DECREASED9,59510,126-531-5%$243.8K$273.6K+$29.8K2026-10-30
Walkner Condon Financial Advisors LLC
INCREASED9,5569,433+123+1%$227.2K$272.6K+$45.4K2026-11-02
Union Savings Bank
DECREASED9,53910,500-961-9%$252.7K$272.1K+$19.3K2026-10-14
Lincoln Capital LLC
DECREASED9,5369,854-318-3%$237.3K$272.4K+$35.1K2026-10-09
TMB Capital Partners, LLC
DECREASED9,5269,902-376-4%$238.4K$271.7K+$33.2K2026-10-20
Arsenal Capital Advisors LLC
DECREASED9,5099,780-271-3%$235.5K$271.2K+$35.7K2026-11-02
Barton Investment Management
INCREASED9,4959,483+12+0%$228.4K$270.8K+$42.4K2026-10-27
Anchyra Partners LLC
INCREASED9,4779,357+120+1%$225.3K$270.3K+$45.0K2026-10-13
Optima Capital LLC
INCREASED9,4628,941+521+6%$215.3K$269.9K+$54.6K2026-10-29
Maia Wealth LLC
DECREASED9,4569,855-399-4%$237.3K$269.7K+$32.4K2026-10-19
Twelve Points Wealth Management LLC
DECREASED9,4529,868-416-4%$237.6K$288.5K+$50.9K2026-11-03
Alliance Wealth Management Group
UNCHANGED9,4499,44900%$227.5K$269.5K+$42.0K2026-10-29
Guardian Investment Management
UNCHANGED9,4179,41700%$226.8K$268.6K+$41.8K2026-10-23
Guerra PAN Advisors, LLC
INCREASED9,4138,783+630+7%$211.5K$277.1K+$65.6K2026-10-26
Amplius Wealth Advisors, LLC
DECREASED9,39314,251-4,858-34%$343.2K$267.9K-$75.3K2026-10-20
Trinity Financial Advisors LLC
DECREASED9,38010,259-879-9%$247.0K$267.5K+$20.5K2026-10-09
Sprott Inc.
UNCHANGED9,3809,38000%$225.9K$267.5K+$41.6K2026-11-09
Detalus Advisors, LLC
INCREASED9,3559,309+46+0%$224.2K$266.8K+$42.6K2026-10-15
Patton Albertson Miller Group, LLC
INCREASED9,3299,060+269+3%$218.2K$266.1K+$47.9K2026-10-26
Activest Wealth Management
INCREASED9,3048,877+427+5%$213.8K$265.4K+$51.6K2026-10-15
CFS Investment Advisory Services, LLC
DECREASED9,29916,411-7,112-43%$399.1K$255.7K-$143.4K2026-10-19
Dutch Asset Corp
DECREASED9,29814,948-5,650-38%$359.9K$265.2K-$94.8K2026-10-20
Vicus Capital
INCREASED9,2819,139+142+2%$220.1K$264.7K+$44.6K2026-11-05
HCR Wealth Advisors
NEW9,277—+9,277——$264.6K—2026-10-15
Ejmk Ventures LLC
INCREASED9,2678,468+799+9%$203.9K$264.3K+$60.4K2026-10-21
Mine & Arao Wealth Creation & Management, Llc.
INCREASED9,2629,035+227+3%$217.6K$264.2K+$46.6K2026-10-29
Alhambra Investment Management LLC
UNCHANGED9,2609,26000%$223.0K$264.1K+$41.1K2026-10-15
Artesa Financial Group, LLC
DECREASED9,2379,280-430%$223.5K$263.5K+$40.0K2026-10-29
Wall Street Financial Group, Inc.
INCREASED9,2088,795+413+5%$211.8K$262.6K+$50.8K2026-11-09
Princeton Capital Management LLC
DECREASED9,1709,620-450-5%$231.6K$261.5K+$29.9K2026-10-27
Rydar Equities, Inc.
DECREASED9,1669,573-407-4%$239.5K$256.6K+$17.1K2026-10-13
Mattern Wealth Management LLC
DECREASED9,1619,242-81-1%$222.5K$261.3K+$38.7K2026-11-04
Tanager Wealth Management LLP
NEW9,138—+9,138——$260.7K—2026-10-19
Global Assets Advisory, LLC
NEW9,129—+9,129——$250.2K—2026-10-28
S.A. Mason LLC
INCREASED9,1279,104+23+0%$219.2K$260.3K+$41.1K2026-10-13
Curran Financial Partners, LLC
DECREASED9,1189,166-48-1%$220.7K$260.0K+$39.3K2026-11-04
Catalyst Private Wealth, LLC
NEW9,112—+9,112——$259.9K—2026-10-13
Fortitude Advisory Group L.L.C.
DECREASED9,0959,700-605-6%$233.6K$259.4K+$25.8K2026-10-15
Townsend & Associates, Inc
INCREASED9,0878,993+94+1%$222.6K$268.8K+$46.2K2026-10-23
Pines Wealth Management, LLC
NEW9,084—+9,084——$259.1K—2026-10-21
Spartan Planning & Wealth Management
NEW9,049—+9,049——$258.1K—2026-10-13
SmartHarvest Portfolios, LLC
DECREASED9,03710,217-1,180-12%$246.0K$257.7K+$11.7K2026-10-26
Alpha Wealth Funds, LLC
NEW9,000—+9,000——$258.5K—2026-11-05
Roble, Belko & Company, Inc
INCREASED8,9908,245+745+9%$199.0K$256-$198.7K2026-11-09
Gould Asset Management LLC
DECREASED8,9689,062-94-1%$218.2K$255.8K+$37.6K2026-11-06
Boyd Watterson Asset Management LLC
DECREASED8,9429,360-418-4%$225.4K$255.0K+$29.6K2026-11-06
Keystone Wealth Services, LLC
DECREASED8,9169,081-165-2%$218.7K$256.1K+$37.4K2026-11-03
Verus Financial Partners, Inc.
DECREASED8,8919,013-122-1%$217.0K$253.6K+$36.5K2026-10-29
FDx Advisors, Inc.
DECREASED8,88310,409-1,526-15%$251.0K$253-$250.7K2026-11-09
Werba Rubin Papier Wealth Management
DECREASED8,87810,583-1,705-16%$254.9K$253.2K-$1.6K2026-11-06
Well Done, LLC
DECREASED8,8759,470-595-6%$228.0K$253.1K+$25.1K2026-10-20
Johnson Bixby & Associates, LLC
UNCHANGED8,8518,85100%$213.1K$252.4K+$39.3K2026-10-14
Banque Pictet & CIE SA
NEW8,850—+8,850——$252.4K—2026-10-16
Portland Financial Advisors Inc
DECREASED8,8479,232-385-4%$222.3K$252.3K+$30.0K2026-10-26
Security Financial Services, Inc.
NEW8,784—+8,784——$250.5K—2026-10-29
Centurion Wealth Management LLC
DECREASED8,7619,880-1,119-11%$237.9K$249.9K+$12.0K2026-10-13
Joseph P. Lucia & Associates, LLC
INCREASED8,7278,608+119+1%$207.3K$248.9K+$41.6K2026-10-30
Schear Investment Advisers, LLC
NEW8,725—+8,725——$248.8K—2026-10-14
Tempo Wealth, LLC
DECREASED8,7258,923-198-2%$214.9K$248.8K+$34.0K2026-10-14
Clear Wave Wealth Management LLC
NEW8,700—+8,700——$248.1K—2026-11-04
CFM Wealth Partners LLC
DECREASED8,6939,862-1,169-12%$237.5K$247.9K+$10.4K2026-11-05
Certified Advisory Corp
INCREASED8,6928,691+1+0%$209.3K$247.9K+$38.6K2026-10-29
TPG Advisors LLC
DECREASED8,6848,870-186-2%$213.6K$247.7K+$34.1K2026-10-16
Urban Wealth Management, LLC
DECREASED8,6839,335-652-7%$224.8K$247.6K+$22.9K2026-10-21
Pekin Hardy Strauss, Inc.
DECREASED8,6829,923-1,241-13%$239.0K$247.6K+$8.6K2026-11-02
Invested Advisors
NEW8,672—+8,672——$247.3K—2026-10-23
Hoertkorn Richard Charles
UNCHANGED8,6508,65000%$208.3K$246.7K+$38.4K2026-11-04
JBR Co Financial Management Inc
UNCHANGED8,6478,64700%$208.2K$206.5K-$1.7K2026-10-13
Carson Advisory Inc.
DECREASED8,6248,988-364-4%$216.4K$246.0K+$29.5K2026-11-06
Smith Thornton Advisors LLC
INCREASED8,5548,418+136+2%$206.1K$244.0K+$37.9K2026-10-16
Sierra Summit Advisors LLC
NEW8,531—+8,531——$243.3K—2026-10-28
MBE Wealth Management, LLC
DECREASED8,5138,577-64-1%$206.5K$242.8K+$36.3K2026-10-26
Arcataur Capital Management LLC
UNCHANGED8,4978,49700%$204.6K$242.3K+$37.7K2026-10-21
Milestone Asset Management, LLC
DECREASED8,47411,924-3,450-29%$287.2K$241.7K-$45.5K2026-10-15
Swiss RE LTD
INCREASED8,4735,152+3,321+64%$124.1K$241.7K+$117.6K2026-11-06
Demars Financial Group, LLC
NEW8,470—+8,470——$241.6K—2026-10-22
Ifrah Financial Services, Inc.
NEW8,445—+8,445——$240.8K—2026-10-13
DSG Capital Advisors, LLC
NEW8,423—+8,423——$240.2K—2026-11-05
LeConte Wealth Management, LLC
INCREASED8,4048,331+73+1%$200.6K$239.7K+$39.1K2026-10-20
O'Domhnaill Enterprises, Inc.
NEW8,394—+8,394——$239.4K—2026-10-29
PKS Advisory Services, LLC
UNCHANGED8,3368,33600%$200.7K$200.7K$02026-10-26
McLean Asset Management Corp
DECREASED8,3248,406-82-1%$210.2K$248.7K+$38.5K2026-11-06
Redmond Asset Management, LLC
DECREASED8,3178,562-245-3%$206.2K$237.2K+$31.0K2026-10-27
Tobam
INCREASED8,3151,173+7,142+609%$28.0K$237-$27.8K2026-11-03
Northside Capital Management, LLC
NEW8,283—+8,283——$236.2K—2026-10-13
Dumont & Blake Investment Advisors LLC
DECREASED8,2748,310-360%$200.1K$236.0K+$35.9K2026-10-28
Optas, LLC
DECREASED8,26811,997-3,729-31%$288.9K$235.8K-$53.1K2026-11-09
MRA Advisory Group
DECREASED8,2219,129-908-10%$219.8K$234.5K+$14.6K2026-10-07
Evermay Wealth Management LLC
DECREASED8,1629,436-1,274-13%$227.2K$232.8K+$5.6K2026-11-05
Marin Bay Wealth Advisors, LLC
NEW8,140—+8,140——$232.2K—2026-10-28
Heritage Family Offices, LLP
NEW8,131—+8,131——$231.9K—2026-11-02
Schmidt P J Investment Management Inc
NEW8,114—+8,114——$231.4K—2026-11-02
Mandatum Life Insurance Co Ltd
DECREASED8,0958,595-500-6%$207.0K$230.9K+$23.9K2026-11-06
Flynn Zito Capital Management, LLC
DECREASED8,0599,543-1,484-16%$229.8K$229.8K+$552026-11-04
Beacon Capital Management, LLC
DECREASED8,0528,742-690-8%$210.5K$229.6K+$19.1K2026-10-23
Cdkv Holdings LLC
UNCHANGED8,0478,04700%$193.8K$229.5K+$35.7K2026-10-28
RMR Wealth Builders
NEW8,030—+8,030——$229.0K—2026-10-22
Wescott Financial Advisory Group, LLC
NEW7,981—+7,981——$227.6K—2026-11-09
Levin Capital Strategies, L.P.
NEW7,966—+7,966——$227.2K—2026-11-02
Kelsey Financial, LLC
DECREASED7,9649,476-1,512-16%$228.2K$227.1K-$1.1K2026-10-28
Vectors Research Management, LLC
DECREASED7,9568,726-770-9%$210.1K$226.9K+$16.8K2026-11-09
Greenwood Gearhart LLC
NEW7,936—+7,936——$226.3K—2026-11-02
Gradient Capital Advisors, LLC
NEW7,912—+7,912——$225.7K—2026-10-21
Friday Financial
NEW7,906—+7,906——$222.3K—2026-10-09
Valley National Advisers Inc
DECREASED7,9068,366-460-5%$201.5K$225.5K+$24.0K2026-10-23
Moisand Fitzgerald Tamayo, LLC
INCREASED7,9017,751+150+2%$186.7K$225.3K+$38.7K2026-10-15
Droms Strauss Advisors Inc
NEW7,895—+7,895——$225.2K—2026-11-03
WealthPoint Financial, LLC
NEW7,886—+7,886——$224.9K—2026-11-03
Five Oceans Advisors
DECREASED7,8858,388-503-6%$202.0K$224.9K+$22.9K2026-10-22
apricus wealth, LLC
DECREASED7,87911,154-3,275-29%$268.6K$224.7K-$43.9K2026-10-26
Hennion & Walsh Asset Management, Inc.
NEW7,851—+7,851——$223.9K—2026-10-13
Journey Retirement Planning & Investment Management LLC
NEW7,768—+7,768——$221.6K—2026-10-09
W.G. Shaheen & Associates DBA Whitney & Co
NEW7,755—+7,755——$221.2K—2026-11-03
Cadinha & Co LLC
DECREASED7,75212,566-4,814-38%$302.6K$221.1K-$81.5K2026-10-22
Acorn Financial Advisory Services Inc
NEW7,734—+7,734——$220.6K—2026-11-02
Crusonia Wealth Advisors LLC
NEW7,726—+7,726——$220.3K—2026-10-26
Everest Financial Group LLC
NEW7,716—+7,716——$220.1K—2026-11-06
Beacon Financial Strategies Corp
UNCHANGED7,7147,71400%$185.8K$220.0K+$34.3K2026-10-14
Fulton Breakefield Broenniman LLC
NEW7,705—+7,705——$219.7K—2026-11-03
MN Wealth Advisors, LLC
NEW7,702—+7,702——$219.7K—2026-10-23
Delta Investment Management, LLC
NEW7,700—+7,700——$219.6K—2026-11-09
South Shore Capital Advisors
DECREASED7,6638,652-989-11%$208.3K$218.5K+$10.2K2026-10-20
Summit Wealth Group, LLC
NEW7,647—+7,647——$218.1K—2026-11-09
Capstone Wealth Management Group, Inc.
DECREASED7,6379,193-1,556-17%$221.4K$217.8K-$3.6K2026-10-19
Smithbridge Asset Management Inc
NEW7,629—+7,629——$217.6K—2026-10-19
Bigelow Investment Advisors, LLC
DECREASED7,5988,978-1,380-15%$216.2K$216.7K+$5052026-10-13
Hummer Financial Advisory Services Inc
NEW7,586—+7,586——$216.4K—2026-10-09
Eclectic Associates Inc
NEW7,535—+7,535——$214.9K—2026-10-09
Bison Wealth, LLC
NEW7,520—+7,520——$213.6K—2026-10-13
North Point Portfolio Managers Corp
NEW7,488—+7,488——$213.6K—2026-10-07
Crumly & Associates Inc.
NEW7,483—+7,483——$213.4K—2026-10-07
Leisure Capital Management
NEW7,482—+7,482——$213.4K—2026-11-03
Partners in Financial Planning
DECREASED7,4668,604-1,138-13%$207.2K$212.9K+$5.7K2026-11-06
BKM Wealth Management, LLC
DECREASED7,4528,652-1,200-14%$208.3K$212.5K+$4.2K2026-10-22
Kelman-Lazarov, Inc.
NEW7,437—+7,437——$212.1K—2026-11-09
Pavion Blue Capital, LLC
NEW7,422—+7,422——$211.7K—2026-11-05
Cultivar Capital, Inc.
DECREASED7,4188,413-995-12%$202.6K$211.6K+$9.0K2026-10-14
Sutton Place Investors LLC
DECREASED7,4168,626-1,210-14%$207.7K$211.5K+$3.8K2026-10-20
Prosperity Financial Group, Inc.
NEW7,414—+7,414——$211.5K—2026-10-29
Privium Fund Management B.V.
NEW7,406—+7,406——$211.2K—2026-11-03
Good Steward Wealth Advisors,LLC
DECREASED7,3929,640-2,248-23%$232.1K$210.8K-$21.3K2026-11-06
WIN Advisors, Inc
NEW7,383—+7,383——$210.6K—2026-11-06
Winebrenner Capital Management LLC
NEW7,381—+7,381——$210.5K—2026-10-07
Values Added Financial LLC
NEW7,380—+7,380——$210.5K—2026-10-28
Spurstone Advisory Services, LLC
UNCHANGED7,3447,34400%$175.4K$206.5K+$31.1K2026-11-02
Wright Wealth LLC
NEW7,343—+7,343——$209.4K—2026-10-29
Quantum Financial Advisors, LLC
NEW7,341—+7,341——$209.4K—2026-11-03
Westover Capital Advisors, LLC
NEW7,319—+7,319——$208.7K—2026-10-26
Centennial Bank
INCREASED7,3057,108+197+3%$171.2K$208.3K+$37.2K2026-11-09
Monument Capital Management
DECREASED7,2838,759-1,476-17%$210.9K$207.7K-$3.2K2026-10-09
Legacy Private Trust Co.
NEW7,275—+7,275——$207.5K—2026-10-06
Hall Capital Management Co Inc
NEW7,243—+7,243——$206.6K—2026-11-09
Artemis Wealth Advisors, LLC
NEW7,238—+7,238——$206.4K—2026-11-05
Affinity Capital Advisors, LLC
NEW7,227—+7,227——$204.4K—2026-10-13
Redwood Financial Network Corp
NEW7,204—+7,204——$205.5K—2026-11-03
Blake Schutter Theil Wealth Advisors, LLC
NEW7,200—+7,200——$205.3K—2026-11-02
Blue Bell Private Wealth Management, LLC
DECREASED7,1858,388-1,203-14%$202.0K$204.9K+$2.9K2026-10-29
Seamount Financial Group Inc
NEW7,184—+7,184——$204.9K—2026-10-21
Brown Shipley& Co Ltd
DECREASED7,1677,530-363-5%$181.3K$204.4K+$23.1K2026-10-09
Annex Advisory Services, LLC
NEW7,151—+7,151——$203.9K—2026-10-16
High Note Wealth, LLC
INCREASED7,1516,475+676+10%$155.9K$203.9K+$48.0K2026-10-27
Nabity-Jensen Investment Management Inc
NEW7,133—+7,133——$203.4K—2026-10-23
Insight Advisors, LLC/ PA
NEW7,123—+7,123——$203.1K—2026-10-22
Asset Allocation Strategies LLC
NEW7,089—+7,089——$202.2K—2026-10-20
City Center Advisors, LLC
NEW7,081—+7,081——$202.0K—2026-10-08
Richard C. Young & Co., Ltd.
DECREASED7,078113,356-106,278-94%$2.7M$201.9K-$2.5M2026-11-04
Presilium Private Wealth, LLC
NEW7,067—+7,067——$201.5K—2026-10-26
Albion Financial Group
UNCHANGED7,0597,05900%$170.0K$201.3K+$31.3K2026-10-21
Fiduciary Financial Group, LLC
NEW7,058—+7,058——$201.3K—2026-10-13
TFR Capital, Llc.
NEW7,054—+7,054——$201.2K—2026-11-09
Drive Wealth Management, LLC
DECREASED7,0308,612-1,582-18%$207.4K$200.5K-$6.9K2026-11-09
Fusion Capital, LLC
NEW7,026—+7,026——$200.4K—2026-10-28
Meriwether Wealth & Planning, LLC
DECREASED6,9468,780-1,834-21%$211.4K$198.1K-$13.3K2026-10-13
Maseco LLP
DECREASED6,9327,281-349-5%$175.2K$197.8K+$22.6K2026-10-27
Meramec Financial Planners, LLC
DECREASED6,8978,431-1,534-18%$208.0K$202.7K-$5.3K2026-11-09
CRA Financial Services, LLC
NEW6,892—+6,892——$196.6K—2026-10-16
Reap Financial Group, LLC
INCREASED6,8436,242+601+10%$150.3K$195.2K+$44.8K2026-11-02
Laraway Financial Advisors Inc
DECREASED6,7597,159-400-6%$172.4K$192.8K+$20.4K2026-11-09
Clean Yield Group
UNCHANGED6,6736,67300%$160.7K$190.3K+$29.6K2026-10-28
Latitude Advisors, LLC
DECREASED6,66410,916-4,252-39%$262.9K$190.1K-$72.8K2026-10-27
Financial Network Wealth Advisors LLC
INCREASED6,5006,438+62+1%$155.0K$185.4K+$30.4K2026-10-28
Jnba Financial Advisors
DECREASED6,4926,949-457-7%$167.3K$185.1K+$17.8K2026-11-03
Hartford Financial Management Inc.
UNCHANGED6,4296,42900%$154.8K$183.4K+$28.5K2026-10-21
Gen-Wealth Partners Inc
DECREASED6,3426,648-306-5%$160.1K$180.9K+$20.8K2026-11-04
Plante Moran Financial Advisors, LLC
DECREASED6,34011,175-4,835-43%$269.1K$180.8K-$88.3K2026-11-04
Bell Investment Advisors, Inc
INCREASED6,1914,641+1,550+33%$111.8K$176.6K+$64.8K2026-10-29
Asset Planning,Inc
DECREASED6,1886,735-547-8%$162.2K$176.5K+$14.3K2026-10-26
N.E.W. Advisory Services LLC
DECREASED6,0626,188-126-2%$149.0K$172.9K+$23.9K2026-11-09
True Wealth Design, LLC
INCREASED5,9384,118+1,820+44%$99.2K$169.4K+$70.2K2026-10-13
Covestor Ltd
DECREASED5,7975,829-32-1%$140.0K$165-$139.8K2026-10-30
Creative Capital Management Investments LLC
DECREASED5,7895,911-122-2%$142.3K$165.1K+$22.8K2026-10-28
New England Capital Financial Advisors LLC
INCREASED5,7665,713+53+1%$137.6K$164.4K+$26.9K2026-11-03
West Paces Advisors Inc.
INCREASED5,7562,704+3,052+113%$65.1K$164.2K+$99.1K2026-10-13
Chapman Financial Group, LLC
DECREASED5,6006,998-1,398-20%$168.5K$159.7K-$8.8K2026-10-26
First Community Trust NA
DECREASED5,5957,880-2,285-29%$189.8K$159.6K-$30.2K2026-10-07
Markowski Investments
INCREASED5,5825,538+44+1%$133.4K$159.2K+$25.8K2026-10-30
Compass Wealth Management LLC
NEW5,571—+5,571——$158.9K—2026-10-22
TrustBank
INCREASED5,5054,257+1,248+29%$102.5K$157.0K+$54.5K2026-10-20
First Command Advisory Services, Inc.
DECREASED5,4438,442-2,999-36%$203.3K$155.2K-$48.0K2026-11-05
Hoey Investments, Inc
DECREASED5,4315,827-396-7%$140.3K$154.9K+$14.6K2026-10-29
Advantage Trust Co
UNCHANGED5,3535,35300%$128.9K$152.7K+$23.8K2026-10-19
Vision Financial Markets LLC
DECREASED5,3425,752-410-7%$137.5K$150.7K+$13.2K2026-10-22
GK Wealth Management LLC
NEW5,154—+5,154——$147.0K—2026-10-09
Foster Dykema Cabot & Partners, LLC
UNCHANGED5,1305,13000%$123.5K$146.3K+$22.8K2026-10-30
Hoese & Co LLP
UNCHANGED5,0005,00000%$120.4K$142.6K+$22.3K2026-10-21
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED5,0005,00000%$120.0K$143-$119.9K2026-11-02
Atlas Capital Advisors Inc.
INCREASED4,9924,856+136+3%$116.9K$506.9K+$390.0K2026-11-09
Lipe & Dalton
UNCHANGED4,9544,95400%$119$141+$222026-10-15
First United Bank & Trust
DECREASED4,8804,895-150%$117.9K$139.2K+$21.3K2026-10-22
Livelsberger Financial Advisory
NEW4,819—+4,819——$137.4K—2026-10-28
Pacific Center for Financial Services
INCREASED4,7824,775+7+0%$115.0K$136.4K+$21.4K2026-10-15
Financial Management Professionals, Inc.
INCREASED4,6984,666+32+1%$112.4K$134.0K+$21.6K2026-10-23
Canton Hathaway, LLC
UNCHANGED4,6544,65400%$112.1K$132.7K+$20.7K2026-10-23
Quaker Wealth Management, LLC
INCREASED4,6323,608+1,024+28%$86.9K$132.1K+$45.2K2026-10-22
Owl Creek Wealth Partners LLC
INCREASED4,6004,246+354+8%$102.2K$131.2K+$28.9K2026-10-20
Smallwood Wealth Investment Management, LLC
INCREASED4,5884,500+88+2%$108.4K$130.9K+$22.5K2026-10-30
Cranbrook Wealth Management, LLC
UNCHANGED4,5124,51200%$108.7K$128.7K+$20.0K2026-10-28
Trifecta Capital Advisors, LLC
INCREASED4,3774,277+100+2%$103.0K$124.8K+$21.8K2026-10-21
West Branch Capital LLC
UNCHANGED4,3594,35900%$105.0K$124.3K+$19.4K2026-10-20
Darwin Wealth Management, LLC
INCREASED4,3161,354+2,962+219%$32.6K$123.1K+$90.5K2026-11-09
Rachor Investment Advisory Services, LLC
INCREASED4,2714,212+59+1%$101.4K$121.8K+$20.4K2026-10-29
Toth Financial Advisory Corp
INCREASED4,2494,200+49+1%$101.1K$121.2K+$20.0K2026-10-08
Private Wealth Management Group, LLC
INCREASED4,2413,822+419+11%$92.0K$120.9K+$28.9K2026-10-19
Financial Freedom, LLC
NEW4,191—+4,191——$119.5K—2026-11-06
Peck Wealth Management, LLC
UNCHANGED4,1194,11900%$99.2K$117.5K+$18.3K2026-10-29
University of Texas S AM Investment Management Co
DECREASED4,069165,020-160,951-98%$4.0M$116.0K-$3.9M2026-11-03
Maj Invest Holding A/S
UNCHANGED4,0004,00000%$96$114+$182026-10-27
Bayban
UNCHANGED3,9453,94500%$95.0K$95.0K$02026-11-05
Country Trust Bank
DECREASED3,8974,233-336-8%$101.9K$111.1K+$9.2K2026-10-30
Buck Wealth Strategies, LLC
INCREASED3,8923,426+466+14%$82.5K$111.0K+$28.5K2026-10-28
CGC Financial Services, LLC
UNCHANGED3,8883,88800%$93.6K$110.9K+$17.3K2026-10-13
Southern Michigan Bank & Trust
DECREASED3,8853,910-25-1%$94.2K$110.8K+$16.6K2026-10-19
Wolff Wiese Magana LLC
DECREASED3,7543,854-100-3%$92.8K$107.1K+$14.3K2026-10-15
Coastline Trust Co
UNCHANGED3,6253,62500%$87.3K$103.4K+$16.1K2026-10-01
Quest 10 Wealth Builders, Inc.
INCREASED3,4232,092+1,331+64%$50.4K$97.6K+$47.3K2026-11-02
Silver Grove Financial Group, Inc.
INCREASED3,4223,353+69+2%$80.7K$97.6K+$16.8K2026-11-05
Balance Wealth Partners LLC
NEW3,327—+3,327——$94.9K—2026-10-27
Elevated Capital Advisors, LLC
DECREASED3,32121,185-17,864-84%$510.1K$94.7K-$415.4K2026-11-04
Lodestone Wealth Management LLC
DECREASED3,3143,503-189-5%$84.3K$94.5K+$10.2K2026-10-14
Fairman Group, LLC
INCREASED3,3003,288+12+0%$79.2K$94.1K+$15.0K2026-10-26
Fairscale Capital, LLC
UNCHANGED3,2803,28000%$79.0K$100.1K+$21.1K2026-11-04
RMG Wealth Management LLC
UNCHANGED3,2103,21000%$84.5K$97.0K+$12.5K2026-10-26
PlanVest Financial, Inc
INCREASED3,2073,193+14+0%$76.9K$91.5K+$14.6K2026-11-09
WPG Advisers, LLC
DECREASED3,2003,354-154-5%$80.8K$91.3K+$10.5K2026-10-27
Mascoma Wealth Management LLC
INCREASED3,0981,994+1,104+55%$48.0K$88.4K+$40.4K2026-10-23
Foresight Capital Management Advisors, Inc.
NEW3,020—+3,020——$86.1K—2026-10-27
Bochk Asset Management Ltd
UNCHANGED3,0003,00000%$72.2K$85.6K+$13.3K2026-10-29
POM Investment Strategies, LLC
UNCHANGED3,0003,00000%$72.2K$85.6K+$13.3K2026-10-20
Mainstream Capital Management LLC
NEW2,964—+2,964——$84.5K—2026-10-23
Planning Strategies Inc.
INCREASED2,9582,869+89+3%$69.1K$84.4K+$15.3K2026-10-02
American Capital Advisory, LLC
INCREASED2,9332,842+91+3%$68.4K$83.7K+$15.2K2026-10-28
Vestor Capital, LLC
INCREASED2,9212,500+421+17%$52$543+$4912026-11-04
Fiduciary Advisors, Inc.
INCREASED2,8612,818+43+2%$67.9K$81.6K+$13.7K2026-10-16
Kings Path Partners LLC
UNCHANGED2,8502,85000%$68.6K$81.3K+$12.7K2026-10-21
Roxbury Financial LLC
INCREASED2,7902,781+9+0%$67.0K$79.6K+$12.6K2026-10-01
Rosenberg Matthew Hamilton
UNCHANGED2,7222,72200%$65.5K$77.6K+$12.1K2026-10-05
Acumen Wealth Advisors, LLC
INCREASED2,6672,624+43+2%$63.2K$76.1K+$12.9K2026-11-05
Highline Wealth Partners LLC
INCREASED2,6572,356+301+13%$56.7K$75.8K+$19.0K2026-10-19
Tsfg, LLC
DECREASED2,6534,874-2,221-46%$117.0K$76-$116.9K2026-10-23
Bullock Wealth Management Group
INCREASED2,6402,630+10+0%$62.8K$74.2K+$11.4K2026-10-09
Tidemark, LLC
INCREASED2,6302,521+109+4%$60.7K$75.0K+$14.3K2026-11-09
Wilkerson Advisory Group LLC
DECREASED2,6272,885-258-9%$69.5K$74.9K+$5.4K2026-10-20
Salomon & Ludwin, LLC
DECREASED2,6152,847-232-8%$68.0K$74.6K+$6.6K2026-10-29
Kennebec Savings Bank
UNCHANGED2,6002,60000%$62.6K$74.2K+$11.5K2026-10-22
Elevation Wealth Partners, LLC
INCREASED2,5411,702+839+49%$41.0K$72.5K+$31.5K2026-10-07
Security National Bank
UNCHANGED2,5222,52200%$60.7K$71.9K+$11.2K2026-10-26
Adkins Seale Capital Management LLC
UNCHANGED2,5112,51100%$60.5K$71.6K+$11.1K2026-10-27
Pension & Wealth Management Advisors, Inc.
INCREASED2,383803+1,580+197%$19.3K$68.0K+$48.6K2026-10-16
MB, Levis & Associates, LLC
DECREASED2,3553,886-1,531-39%$93.6K$67.2K-$26.4K2026-10-16
Hara Capital LLC
INCREASED2,2512,248+3+0%$54.1K$64.2K+$10.1K2026-10-30
PFS Partners, LLC
DECREASED2,1962,478-282-11%$59.7K$62.6K+$3.0K2026-10-21
Entrust Financial LLC
DECREASED2,1942,610-416-16%$62.8K$62.6K-$2642026-11-04
Fortitude Family Office, LLC
INCREASED2,1481,243+905+73%$29.9K$61.3K+$31.3K2026-10-14
TFC Financial Management, Inc.
DECREASED2,1232,329-206-9%$56.1K$60.5K+$4.5K2026-10-26
Birchbrook, Inc.
UNCHANGED2,1212,12100%$51.1K$60.5K+$9.4K2026-10-14
Virginia Estate & Retirement Planning Advisors Inc.
INCREASED2,1192,114+5+0%$50.9K$60.4K+$9.5K2026-10-14
Signature Equity Partners, LLC
INCREASED2,067907+1,160+128%$21.8K$58.9K+$37.1K2026-10-29
Cornerstone National Bank & Trust Co
INCREASED2,0651,500+565+38%$35.8K$58.1K+$22.2K2026-10-20
Cherry Tree Wealth Management, LLC
INCREASED2,0572,038+19+1%$49.1K$58.7K+$9.6K2026-10-15
Arlington Trust Co LLC
INCREASED2,035280+1,755+627%$6.7K$58.0K+$51.3K2026-10-20
Tradewinds Capital Management, LLC
UNCHANGED1,9761,97600%$47.6K$56.4K+$8.8K2026-10-23
James T. Borello RIA
INCREASED1,9701,912+58+3%$46.0K$56.2K+$10.1K2026-10-16
Avion Wealth
INCREASED1,9061,719+187+11%$41.0K$54-$40.9K2026-11-04
Addison Advisors LLC
INCREASED1,8831,801+82+5%$43.4K$53.7K+$10.3K2026-11-06
Financial Consulate, Inc
DECREASED1,8762,017-141-7%$48.6K$53.5K+$4.9K2026-10-23
Glass Jacobson Investment Advisors llc
DECREASED1,8701,957-87-4%$47.1K$53.3K+$6.2K2026-10-26
IFS Advisors, LLC
UNCHANGED1,8201,82000%$43.8K$51.9K+$8.1K2026-10-14
Steph & Co
INCREASED1,7511,695+56+3%$40.8K$49.9K+$9.1K2026-10-07
Dhjj Financial Advisors, Ltd.
UNCHANGED1,7441,74400%$42.0K$49.8K+$7.7K2026-10-23
Cedar Mountain Advisors, LLC
INCREASED1,7031,691+12+1%$40.7K$48.6K+$7.8K2026-10-15
Investment Research & Advisory Group, Inc.
INCREASED1,7031,702+1+0%$46.0K$54.7K+$8.7K2026-10-19
Hurley Capital, LLC
DECREASED1,6561,663-70%$40.0K$47.2K+$7.2K2026-11-05
Hughes Financial Services, LLC
INCREASED1,6421,324+318+24%$31.9K$49.2K+$17.3K2026-10-30
Transce3nd, LLC
NEW1,630—+1,630——$48.7K—2026-10-26
Greykasell Wealth Strategies, Inc.
UNCHANGED1,6141,61400%$38.9K$46.0K+$7.2K2026-11-09
Birchwood Financial Partners, Inc.
INCREASED1,5931,515+78+5%$36.5K$45.4K+$9.0K2026-11-02
William Mack & Associates, Inc.
NEW1,556—+1,556——$44.4K—2026-10-27
Abound Wealth Management
INCREASED1,5481,183+365+31%$28.5K$44.1K+$15.6K2026-10-26
Polaris Financial Partners
NEW1,481—+1,481——$43—2026-10-02
Joseph Group Capital Management
INCREASED1,425804+621+77%$19.4K$40.6K+$21.3K2026-11-04
Daytona Street Capital LLC
UNCHANGED1,3901,39000%$33.7K$38.1K+$4.3K2026-10-15
Robbins Farley
INCREASED1,3861,127+259+23%$27.1K$39.5K+$12.4K2026-10-21
GGM Financial LLC
INCREASED1,295870+425+49%$21.0K$36.9K+$16.0K2026-11-05
IAG Wealth Partners, LLC
INCREASED1,2891,280+9+1%$30.8K$36.8K+$5.9K2026-11-06
Tower View Wealth Management LLC
INCREASED1,2801,261+19+2%$30.4K$36.5K+$6.1K2026-10-23
Holos Integrated Wealth LLC
INCREASED1,230672+558+83%$16.2K$36.2K+$20.0K2026-10-23
Morton Brown Family Wealth, LLC
INCREASED1,1811,079+102+9%$26.0K$33.7K+$7.7K2026-10-23
DeDora Capital, Inc.
NEW1,170—+1,170——$33.4K—2026-10-26
Evolution Wealth Management Inc.
DECREASED1,1541,264-110-9%$30.4K$32.9K+$2.5K2026-10-28
Richardson Financial Services Inc.
DECREASED1,1112,258-1,147-51%$54.4K$31.7K-$22.7K2026-10-30
DiNuzzo Private Wealth, Inc.
DECREASED1,1021,122-20-2%$27.0K$31.4K+$4.4K2026-10-16
Beutel, Goodman & Co Ltd.
UNCHANGED1,1001,10000%$26$31+$52026-11-04
Old Second National Bank of Aurora
UNCHANGED1,0801,08000%$26.0K$30.8K+$4.8K2026-10-22
Dynamic Wealth Strategies, LLC
UNCHANGED1,0651,06500%$25.6K$30.4K+$4.7K2026-10-16
Paladin Advisory Group, LLC
DECREASED1,0601,408-348-25%$33.9K$30.2K-$3.7K2026-11-09
IMG Wealth Management, Inc.
INCREASED1,055983+72+7%$23.7K$30.1K+$6.4K2026-10-27
Godfrey Financial Associates, Inc.
INCREASED1,0481,041+7+1%$25.1K$29.9K+$4.8K2026-11-10
Atlantic Private Wealth, LLC
UNCHANGED1,0421,04200%$25.1K$29.7K+$4.6K2026-11-09
Horizon Financial Services, LLC
DECREASED1,0181,349-331-25%$32.5K$29.0K-$3.5K2026-11-04
Downshift Financial, LLC
DECREASED1,0151,028-13-1%$24.8K$28.9K+$4.2K2026-10-13
Bare Financial Services, Inc
UNCHANGED1,0131,01300%$24.4K$28.9K+$4.5K2026-11-04
Redwood Park Advisors LLC
INCREASED1,000986+14+1%$23.7K$28.5K+$4.8K2026-11-02
Cetera Trust Company, N.a
UNCHANGED1,0001,00000%$24.1K$28.5K+$4.4K2026-11-09
Princeton Global Asset Management LLC
UNCHANGED93393300%$22.5K$26.6K+$4.1K2026-10-21
Navigoe, LLC
DECREASED927930-30%$22$26+$42026-11-04
Syntax Research, Inc.
UNCHANGED87187100%$21.0K$24.8K+$3.9K2026-11-04
Dogwood Wealth Management LLC
INCREASED865498+367+74%$12.0K$24.7K+$12.7K2026-11-09
Retirement Wealth Solutions LLC
INCREASED861352+509+145%$8.5K$24.5K+$16.1K2026-10-07
Harbor Asset Planning, Inc.
UNCHANGED85085000%$20.5K$24.2K+$3.8K2026-10-23
DecisionPoint Financial, LLC
INCREASED83639+797+2044%$932$23.5K+$22.6K2026-10-27
Marquette Asset Management, LLC
UNCHANGED83283200%$20.0K$23.7K+$3.7K2026-10-09
Godsey & Gibb, Inc
INCREASED806778+28+4%$18.7K$23.0K+$4.3K2026-10-14
Tounjian Advisory Partners, LLC
INCREASED800776+24+3%$18.7K$22.8K+$4.1K2026-11-04
UMB Private Wealth Management, LLC
NEW795—+795——$22.7K—2026-10-19
Bay Harbor Wealth Management, LLC
DECREASED7912,605-1,814-70%$62.7K$22.6K-$40.2K2026-11-03
GoalVest Advisory LLC
DECREASED788924-136-15%$22.3K$22.5K+$2242026-10-02
Fairway Wealth LLC
INCREASED719319+400+125%$7.7K$20.5K+$12.8K2026-10-30
High Point Wealth Management, LLC
NEW715—+715——$20.4K—2026-11-05
10Elms LLP
UNCHANGED70070000%$16.9K$20.0K+$3.1K2026-11-06
KFG LLC
NEW698—+698——$19.9K—2026-11-02
Friedenthal Financial
NEW681—+681——$19.4K—2026-10-27
Rothwell Investment Advisors, LLC
NEW675—+675——$19.2K—2026-11-06
Aspect Partners, LLC
INCREASED669577+92+16%$13.9K$19.1K+$5.2K2026-10-20
Dorato Capital Management
UNCHANGED65565500%$15.8K$18.3K+$2.5K2026-10-08
Highland Investment Advisors LLC
UNCHANGED64564500%$15.5K$18.4K+$2.9K2026-11-09
Kozak & Associates, Inc.
INCREASED644637+7+1%$15.2K$19.0K+$3.7K2026-10-29
Sfam, LLC
UNCHANGED62962900%$15.1K$17.9K+$2.8K2026-11-03
Goodman Advisory Group, LLC
NEW614—+614——$17.5K—2026-11-02
Gilpin Wealth Management, LLC
INCREASED609406+203+50%$9.8K$17.4K+$7.6K2026-10-09
J. R. Prunier Capital Management LLC
INCREASED587579+8+1%$13.9K$16.8K+$2.8K2026-11-09
Phillip James Consulting Co.
UNCHANGED58158100%$14.0K$16.6K+$2.6K2026-11-03
Kingdom Financial Group Llc.
DECREASED572587-15-3%$14.1K$16.3K+$2.2K2026-11-04
Mosley Wealth Management
INCREASED568499+69+14%$12.0K$16.7K+$4.7K2026-10-16
Atlantic Edge Private Wealth Management, LLC
DECREASED567692-125-18%$16.7K$16.2K-$4932026-10-20
Align Financial, LLC
INCREASED546514+32+6%$12.4K$15.6K+$3.2K2026-10-16
Comprehensive Financial Planning, Inc.
INCREASED527524+3+1%$12.6K$15.1K+$2.4K2026-10-27
StrongBox Wealth, LLC
DECREASED5001,000-500-50%$24.1K$14.3K-$9.8K2026-11-02
Carota Wealth Management
UNCHANGED50050000%$12.0K$14.3K+$2.2K2026-11-03
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED4913,422-2,931-86%$82.4K$14.0K-$68.4K2026-10-14
Clark Wealth Partners
INCREASED489311+178+57%$7.5K$13.9K+$6.5K2026-10-19
LAM Group, Inc.
UNCHANGED48348300%$11.6K$13.8K+$2.1K2026-10-26
United Financial Planning Group LLC
UNCHANGED45845800%$11.0K$13.1K+$2.0K2026-11-04
Putney Financial Group LLC
NEW454—+454——$12.9K—2026-10-30
Carolina Wealth Advisors, LLC
NEW451—+451——$12.9K—2026-10-23
Hager Investment Management Services, LLC
UNCHANGED45045000%$10.8K$12.8K+$2.0K2026-11-04
Piscataqua Savings Bank
UNCHANGED43943900%$10.6K$12.5K+$2.0K2026-10-21
Horrell Capital Management, Inc.
UNCHANGED40040000%$9.6K$11.4K+$1.8K2026-10-08
Payden & Rygel
DECREASED380311,580-311,200-100%$7.5M$11-$7.5M2026-10-28
Marshall & Sterling Wealth Advisors Inc.
INCREASED376331+45+14%$8.0K$10.7K+$2.8K2026-10-28
Main Street Group, LTD
INCREASED366362+4+1%$8.7K$10.4K+$1.7K2026-10-28
Burk Holdings LLC
DECREASED346454-108-24%$10.9K$9.9K-$1.1K2026-11-05
Prudent Man Investment Management, Inc.
INCREASED343100+243+243%$2.5K$9.8K+$7.3K2026-11-03
Sunrise Financial Services, LLC
DECREASED335455-120-26%$11.0K$9.6K-$1.4K2026-10-21
Keystone Financial Group, Inc.
INCREASED323318+5+2%$7.7K$9.2K+$1.5K2026-10-13
Breakwater Investment Management
INCREASED322259+63+24%$6.2K$9.2K+$2.9K2026-10-20
Centerpoint Advisors, LLC
DECREASED2913,152-2,861-91%$76.0K$8-$76.0K2026-11-05
Valued Wealth Advisors LLC
INCREASED270180+90+50%$4.3K$7.7K+$3.4K2026-11-05
McCarley & Cook Financial Planners
UNCHANGED27027000%$6.5K$7.7K+$1.2K2026-10-21
Montgomery Financial Services LLC
DECREASED259262-3-1%$6.3K$7.4K+$1.1K2026-11-03
Signature Resources Capital Management, LLC
DECREASED250373-123-33%$9.0K$7.1K-$1.9K2026-10-16
J.Safra Asset Management Corp
UNCHANGED22022000%$5.3K$6.3K+$9762026-11-03
CKW Financial Group
DECREASED2181,475-1,257-85%$35$6-$292026-10-29
Burkett Financial Services, LLC
INCREASED208205+3+1%$4.9K$5.9K+$9992026-10-01
Mountain Hill Investment Partners Corp.
INCREASED204147+57+39%$3.5K$5.8K+$2.3K2026-10-23
Picton Mahoney Asset Management
NEW200—+200——$5.7K—2026-11-09
Chung Wu Investment Group, LLC
UNCHANGED20020000%$4.8K$5.7K+$8882026-11-03
Midwest Capital Advisors, LLC
INCREASED19090+100+111%$2.2K$5.4K+$3.3K2026-11-04
CrossGen Wealth, LLC
UNCHANGED18718700%$4.5K$5.3K+$8302026-10-30
WestEnd Advisors, LLC
UNCHANGED16916900%$4.1K$4.8K+$7502026-10-27
Bradley & Co. Private Wealth Management, LLC
UNCHANGED16016000%$3.9K$4.6K+$7112026-10-23
Pacifica Partners Inc.
UNCHANGED15415400%$3.7K$4.3K+$5852026-10-09
Walsh & Associates, LLC
NEW150—+150——$4.3K—2026-11-09
LFA - Lugano Financial Advisors SA
UNCHANGED15015000%$3.6K$4.3K+$6662026-11-03
Accordant Advisory Group Inc
UNCHANGED15015000%$3.6K$4.3K+$6662026-10-29
Clayton Financial Group LLC
NEW146—+146——$4.2K—2026-10-13
Davis Capital Management
INCREASED140137+3+2%$3.3K$4.0K+$6942026-10-08
Three Bridge Wealth Advisors, LLC
NEW129—+129——$3.7K—2026-11-05
Portfolio Resources Advisor Group, Inc.
NEW126—+126——$3.6K—2026-10-20
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED11511500%$2.8K$3.3K+$5102026-10-07
PayPay Securities Corp
DECREASED108255-147-58%$6.1K$3.1K-$3.1K2026-10-27
Inspire Investing, LLC
UNCHANGED10610600%$2.6K$3.0K+$4712026-10-22
Louisbourg Investments Inc.
UNCHANGED10010000%$2.4K$2.9K+$4442026-10-20
Miller Wealth Advisors, LLC
UNCHANGED10010000%$2.4K$2.9K+$4442026-11-02
Next Level Wealth Planning, LLC
NEW88—+88——$2.5K—2026-10-29
Paladin Partners, LLC
UNCHANGED808000%$1.9K$2.3K+$3562026-10-06
Affinity Wealth LLC
UNCHANGED757500%$1.8K$2.3K+$4462026-11-03
Farmers & Merchants Trust Co of Chambersburg PA
NEW72—+72——$2—2026-10-14
Monetary Solutions, Ltd
INCREASED6250+12+24%$1.2K$1.8K+$5642026-10-22
Barnes Dennig Private Wealth Management LLC
INCREASED5740+17+43%$963$1.6K+$6632026-10-30
Networth Advisors, LLC
INCREASED5251+1+2%$1.2K$1.5K+$2492026-11-03
Eukles Asset Management
UNCHANGED454500%$1.1K$1.3K+$1992026-11-04
Strengthening Families & Communities, LLC
UNCHANGED232300%$560$663+$1032026-10-21
Bear Mountain Capital, Inc.
UNCHANGED232300%$552$684+$1322026-11-04
3 Factor Indexing, LLC
DECREASED2021-1-5%$506$571+$652026-10-15
Morse Asset Management, Inc
UNCHANGED181800%$433$513+$802026-11-09
Maryland Capital Advisors Inc.
UNCHANGED151500%$362$428+$662026-10-15
Global Trust Asset Management, LLC
DECREASED14611-597-98%$14.7K$393-$14.3K2026-10-19
Philadelphia Investment Partners, LLC
UNCHANGED101000%$241$285+$442026-11-09
Gleason Group, Inc.
NEW1—+1——$18—2026-10-15
Sound Shore Management Inc
CLOSED03,820,117-3,820,117-100%$92.0M$0-$92.0M2026-11-06
OFI Invest Asset Management
CLOSED0751,408-751,408-100%$15.8M$0-$15.8M2026-11-06
WP Advisors, LLC
CLOSED0477,354-477,354-100%$11.5M$0-$11.5M2026-10-22
Private Advisory Group LLC
CLOSED0254,299-254,299-100%$6.1M$0-$6.1M2026-11-06
Imc-Chicago, LLC
CLOSED0173,689-173,689-100%$4.2M$0-$4.2M2026-11-05
111 Capital
CLOSED0153,909-153,909-100%$3.7M$0-$3.7M2026-11-03
Graphene Investments SAS
CLOSED0138,200-138,200-100%$3.3M$0-$3.3M2026-10-22
Machina Capital S.A.S.
CLOSED0127,147-127,147-100%$3.1M$0-$3.1M2026-11-05
Ellerson Group Inc
CLOSED0116,067-116,067-100%$2.8M$0-$2.8M2026-11-04
Hixon Zuercher, LLC
CLOSED084,017-84,017-100%$2.0M$0-$2.0M2026-10-13
Wellington Shields & Co., LLC
CLOSED074,795-74,795-100%$1.8M$0-$1.8M2026-11-03
Nine Masts Capital Ltd
CLOSED068,200-68,200-100%$1.6M$0-$1.6M2026-11-09
Commonwealth Financial Services, LLC
CLOSED051,813-51,813-100%$1.2M$0-$1.2M2026-10-20
Hussman Strategic Advisors, Inc.
CLOSED042,000-42,000-100%$1.0M$0-$1.0M2026-11-02
A. D. Beadell Investment Counsel, Inc.
CLOSED030,875-30,875-100%$743$0-$7432026-10-14
TritonPoint Partners, LLC
CLOSED030,834-30,834-100%$742.5K$0-$742.5K2026-11-05
Heritage Wealth Management, Inc. s
CLOSED023,597-23,597-100%$568.2K$0-$568.2K2026-11-06
Wolverine Asset Management LLC
CLOSED022,809-22,809-100%$549.2K$0-$549.2K2026-11-02
Asahi Life Asset Management Co., Ltd.
CLOSED021,868-21,868-100%$526.6K$0-$526.6K2026-11-06
Burns Matteson Capital Management, LLC
CLOSED020,337-20,337-100%$489.7K$0-$489.7K2026-10-16
MQS Management LLC
CLOSED020,082-20,082-100%$483.6K$0-$483.6K2026-11-06
iA Global Asset Management Inc.
CLOSED018,683-18,683-100%$450.0K$0-$450.0K2026-10-29
Investment House LLC
CLOSED018,005-18,005-100%$433.6K$0-$433.6K2026-10-21
Brady Martz Wealth Solutions, LLC
CLOSED017,701-17,701-100%$426.2K$0-$426.2K2026-11-05
4Wealth Advisors, Inc.
CLOSED016,017-16,017-100%$390.3K$0-$390.3K2026-10-13
Michael J. Porro & Co. Financial Advisors, Inc.
CLOSED016,006-16,006-100%$385.4K$0-$385.4K2026-10-16
Capstone Capital Management Ltd
CLOSED014,840-14,840-100%$357.3K$0-$357.3K2026-10-21
Vaughan & Co Securities, Inc.
CLOSED014,258-14,258-100%$343.3K$0-$343.3K2026-10-23
Wealth Group, Ltd.
CLOSED013,923-13,923-100%$335.0K$0-$335.0K2026-10-30
Integrated Financial Solutions, Inc.
CLOSED013,581-13,581-100%$327.0K$0-$327.0K2026-10-09
One Way Holdings LLC
CLOSED013,368-13,368-100%$321.9K$0-$321.9K2026-10-29
Chesapeake Capital Corp
CLOSED013,236-13,236-100%$318.7K$0-$318.7K2026-11-09
Wellington Shields Capital Management, LLC
CLOSED013,191-13,191-100%$317.6K$0-$317.6K2026-11-03
West Michigan Advisors, LLC
CLOSED012,820-12,820-100%$308.7K$0-$308.7K2026-11-09
Carolina Wealth Management Inc
CLOSED011,835-11,835-100%$285.0K$0-$285.0K2026-10-29
Precedent Wealth Partners, LLC
CLOSED011,016-11,016-100%$265.3K$0-$265.3K2026-10-21
Orba Wealth Advisors, L.L.C.
CLOSED010,245-10,245-100%$246.7K$0-$246.7K2026-10-23
Sun Group Wealth Partners
CLOSED010,180-10,180-100%$245.1K$0-$245.1K2026-10-26
WealthCare Asset Management, LLC
CLOSED010,068-10,068-100%$242.4K$0-$242.4K2026-10-26
Johnson Financial Group, LLC
CLOSED09,382-9,382-100%$225.9K$0-$225.9K2026-11-03
Renaissance Investment Group LLC
CLOSED09,150-9,150-100%$220.3K$0-$220.3K2026-10-28
Teamwork Financial Advisors, LLC
CLOSED08,809-8,809-100%$212.1K$0-$212.1K2026-10-19
Paragon Private Wealth Management, LLC
CLOSED08,704-8,704-100%$209.6K$0-$209.6K2026-10-20
55 North Private Wealth, LLC
CLOSED08,489-8,489-100%$204.4K$0-$204.4K2026-10-20
Commonwealth Retirement Investments LLC
CLOSED06,896-6,896-100%$166.1K$0-$166.1K2026-10-26
LifeSteps Financial, Inc.
CLOSED05,307-5,307-100%$127.8K$0-$127.8K2026-10-15
Cornerstone Planning Group LLC
CLOSED04,546-4,546-100%$112.8K$0-$112.8K2026-10-16
Sherman Asset Management, Inc.
CLOSED03,497-3,497-100%$84.2K$0-$84.2K2026-11-05
Gill Capital Partners, LLC
CLOSED02,993-2,993-100%$72.1K$0-$72.1K2026-10-13
Solstein Capital, LLC
CLOSED02,903-2,903-100%$69.9K$0-$69.9K2026-11-02
Heritage Wealth Advisors
CLOSED02,636-2,636-100%$63.5K$0-$63.5K2026-11-09
State of Wyoming
CLOSED02,176-2,176-100%$52.4K$0-$52.4K2026-10-28
Vermillion Wealth Management, Inc.
CLOSED01,989-1,989-100%$47.9K$0-$47.9K2026-10-26
Strategic Wealth Advisors LLC
CLOSED01,775-1,775-100%$44$0-$442026-11-06
Robinswood Financial LLC
CLOSED01,524-1,524-100%$36.7K$0-$36.7K2026-10-20
Copeland Capital Management, LLC
CLOSED01,494-1,494-100%$36.0K$0-$36.0K2026-10-13
Obsidian CIO, LLC
CLOSED01,249-1,249-100%$30.1K$0-$30.1K2026-11-05
Bullseye Investment Management, LLC
CLOSED01,178-1,178-100%$28.4K$0-$28.4K2026-10-29
Wellington Grp LLC
CLOSED0870-870-100%$24.4K$0-$24.4K2026-11-06
Spectrum Wealth Advisory Group, LLC
CLOSED0322-322-100%$7.7K$0-$7.7K2026-10-29
Newton One Investments LLC
CLOSED0200-200-100%$4.8K$0-$4.8K2026-10-14
Islay Capital Management, LLC
CLOSED0200-200-100%$4.8K$0-$4.8K2026-10-20
Ball & Co Wealth Management Inc.
CLOSED0194-194-100%$4$0-$42026-11-05
Atlatl Advisers LLC
CLOSED0164-164-100%$3.9K$0-$3.9K2026-10-22
Stone House Investment Management, LLC
CLOSED0112-112-100%$2.7K$0-$2.7K2026-10-23
Whipplewood Advisors, LLC
CLOSED0100-100-100%$2.4K$0-$2.4K2026-10-20
Sankala Group LLC
CLOSED036-36-100%$977$0-$9772026-11-09
Halbert Hargrove Global Advisors, LLC
CLOSED017-17-100%$420$0-$4202026-10-16
Evolution Advisers, Inc.
CLOSED07-7-100%$0$0$02026-11-06
Prairie Wealth Advisors, Inc.
UNCHANGED000—$213.8K$255.6K+$41.8K2026-10-29
BlackRock, Inc.
N/A—529,670,433-529,670,433-100%$12.8B———
Vanguard Capital Management LLC
N/A—372,149,852-372,149,852-100%$9.0B———
State Street Corp
N/A—307,090,897-307,090,897-100%$7.4B———
Vanguard Portfolio Management LLC
N/A—119,235,030-119,235,030-100%$2.9B———
Morgan Stanley
N/A—96,345,452-96,345,452-100%$2.3B———
Norges Bank
N/A—61,505,586-61,505,586-100%$1.5B———
Northern Trust Corp
N/A—59,084,573-59,084,573-100%$1.4B———
Massachusetts Financial Services Co
N/A—56,551,011-56,551,011-100%$1.4B———
State Farm Mutual Automobile Insurance Co
N/A—54,508,560-54,508,560-100%$1.3B———
Goldman Sachs Group Inc
N/A—52,991,850-52,991,850-100%$1.3B———
Charles Schwab Investment Management Inc
N/A—52,548,228-52,548,228-100%$1.3B———
Bank of America Corp
N/A—43,588,109-43,588,109-100%$1.0B———
Legal & General Group Plc
N/A—43,233,122-43,233,122-100%$1.0B———
UBS Asset Management Americas LLC
N/A—36,157,306-36,157,306-100%$870.7M———
Royal Bank of Canada
N/A—32,814,260-32,814,260-100%$790.2M———
Vanguard Fiduciary Trust Co
N/A—32,005,869-32,005,869-100%$770.7M———
Invesco Ltd.
N/A—29,307,209-29,307,209-100%$705.7M———
Wellington Management Group LLP
N/A—27,826,078-27,826,078-100%$670.1M———
JPMorgan Chase & Co
N/A—23,010,244-23,010,244-100%$560.8M———
Capital World Investors
N/A—22,218,190-22,218,190-100%$535.0M———
First Trust Advisors LP
N/A—21,818,803-21,818,803-100%$525.4M———
Federated Hermes, Inc.
N/A—20,825,845-20,825,845-100%$501.5M———
Wells Fargo & Company
N/A—20,193,675-20,193,675-100%$486.3M———
AQR Capital Management LLC
N/A—18,557,891-18,557,891-100%$445.0M———
UBS Group AG
N/A—18,148,158-18,148,158-100%$437.0M———
Franklin Resources Inc
N/A—17,799,594-17,799,594-100%$428.6M———
California Public Employees Retirement System
N/A—17,261,993-17,261,993-100%$415.7M———
Pacer Advisors, Inc.
N/A—16,793,903-16,793,903-100%$404.4M———
HSBC Holdings PLC
N/A—16,704,156-16,704,156-100%$402.4M———
Van Eck Associates Corp
N/A—16,584,797-16,584,797-100%$399.4M———
Swiss National Bank
N/A—16,043,812-16,043,812-100%$386.3M———
FMR LLC
N/A—15,397,294-15,397,294-100%$370.8M———
Unisphere Establishment
N/A—14,650,000-14,650,000-100%$352.8M———
National Pension Service
N/A—14,530,439-14,530,439-100%$349.9M———
Price T Rowe Associates Inc
N/A—14,517,091-14,517,091-100%$349.6M———
Nuveen, LLC
N/A—14,445,787-14,445,787-100%$347.9M———
Ameriprise Financial Inc
N/A—14,364,565-14,364,565-100%$345.9M———
Schroder Investment Management Group
N/A—12,896,296-12,896,296-100%$310.5M———
Vanguard Asset Management, Ltd
N/A—12,875,264-12,875,264-100%$310.0M———
Vanguard Global Advisers, LLC
N/A—12,795,058-12,795,058-100%$308.1M———
Raymond James Financial Inc
N/A—11,942,054-11,942,054-100%$287.6M———
SG Americas Securities, LLC
N/A—11,271,181-11,271,181-100%$271.4M———
BNP Paribas Financial Markets
N/A—10,704,871-10,704,871-100%$257.8M———
FIL Ltd
N/A—10,482,713-10,482,713-100%$252.4M———
Neuberger Berman Group LLC
N/A—10,281,652-10,281,652-100%$247.7M———
Stifel Financial Corp
N/A—9,980,325-9,980,325-100%$240.3M———
Envestnet Asset Management Inc
N/A—9,513,242-9,513,242-100%$229.1M———
Victory Capital Management Inc
N/A—9,152,541-9,152,541-100%$220.4M———
California State Teachers Retirement System
N/A—9,052,386-9,052,386-100%$218.0M———
Rhumbline Advisers
N/A—8,609,603-8,609,603-100%$207.3M———
Canada Pension Plan Investment Board
N/A—7,731,197-7,731,197-100%$186.2M———
Prudential Financial Inc
N/A—7,718,545-7,718,545-100%$185.9M———
Brandes Investment Partners, LP
N/A—7,634,806-7,634,806-100%$183.8M———
Alliancebernstein L.P.
N/A—6,760,868-6,760,868-100%$189.8M———
New York State Common Retirement Fund
N/A—6,662,243-6,662,243-100%$160.4M———
Susquehanna International Group, LLP
N/A—6,547,246-6,547,246-100%$157.7M———
Canada Life Assurance Co
N/A—6,258,004-6,258,004-100%$150.3M———
Citadel Advisors LLC
N/A—6,191,186-6,191,186-100%$149.1M———
Susquehanna Advisors Group, Inc.
N/A—6,000,000-6,000,000-100%$144.5M———
D. E. Shaw & Co., Inc.
N/A—5,414,297-5,414,297-100%$130.4M———
Jupiter Topco LLC
N/A—5,389,638-5,389,638-100%$129.7M———
Ensign Peak Advisors, Inc
N/A—5,127,377-5,127,377-100%$123.5M———
Aviva PLC
N/A—4,977,327-4,977,327-100%$119.9M———
State Board of Administration of Florida Retirement System
N/A—4,835,552-4,835,552-100%$116.4M———
Empower Advisory Group, LLC
N/A—4,830,581-4,830,581-100%$116.3M———
Allianz Asset Management GmbH
N/A—4,720,917-4,720,917-100%$113.7M———
Jones Financial Companies Lllp
N/A—4,638,683-4,638,683-100%$112.7M———
Bank of Nova Scotia
N/A—4,423,296-4,423,296-100%$106.5M———
Diamond Hill Capital Management, LLC (Investment Advisor)
N/A—4,210,499-4,210,499-100%$101.4M———
APG Asset Management N.V.
N/A—4,179,623-4,179,623-100%$88.0M———
TD Asset Management Inc
N/A—3,927,083-3,927,083-100%$94.6M———
BNP Paribas Asset Management Holding S.A.
N/A—3,912,107-3,912,107-100%$94.2M———
Adage Capital Partners GP, L.L.C.
N/A—3,801,302-3,801,302-100%$91.5M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—3,686,223-3,686,223-100%$88.8M———
Captrust Financial Advisors
N/A—3,628,237-3,628,237-100%$87.4M———
National Bank of Canada
N/A—3,503,491-3,503,491-100%$84.4M———
Nomura Asset Management International Inc.
N/A—3,457,889-3,457,889-100%$83.3M———
Federation des caisses Desjardins du Quebec
N/A—3,414,310-3,414,310-100%$82.2M———
Manufacturers Life Insurance Company, the
N/A—3,364,482-3,364,482-100%$81.0M———
Nan Shan Life Insurance Co., Ltd.
N/A—3,306,108-3,306,108-100%$79.6M———
SEI Investments Co
N/A—3,258,876-3,258,876-100%$78.5M———
Jane Street Group, LLC
N/A—3,234,701-3,234,701-100%$77.9M———
Cetera Investment Advisers
N/A—3,183,708-3,183,708-100%$76.7M———
Mitsubishi UFJ Trust & Banking Corp
N/A—3,137,191-3,137,191-100%$75.5M———
KLP Kapitalforvaltning AS
N/A—3,111,232-3,111,232-100%$74.9M———
Deerfield Management Company, L.P.
N/A—3,040,000-3,040,000-100%$73.2M———
State of Wisconsin Investment Board
N/A—3,035,990-3,035,990-100%$73.1M———
Vanguard Investments Australia, Ltd.
N/A—2,906,592-2,906,592-100%$70.0M———
Royal London Asset Management LTD
N/A—2,819,076-2,819,076-100%$67.9M———
Chevy Chase Trust Holdings, LLC
N/A—2,789,125-2,789,125-100%$67.2M———
Macquarie Group LTD
N/A—2,737,508-2,737,508-100%$65.8M———
Epoch Investment Partners, Inc.
N/A—2,723,573-2,723,573-100%$65.6M———
M&T Bank Corp
N/A—2,717,196-2,717,196-100%$65.4M———
Quantinno Capital Management LP
N/A—2,712,410-2,712,410-100%$65.3M———
Advisors Capital Management, LLC
N/A—2,703,246-2,703,246-100%$65.1M———
Focus Partners Wealth
N/A—2,693,994-2,693,994-100%$64.9M———
Allianz SE
N/A—2,683,370-2,683,370-100%$64.6M———
TCW Group Inc
N/A—2,669,765-2,669,765-100%$64.3M———
Osaic Holdings, Inc.
N/A—2,661,858-2,661,858-100%$64.1M———
Zacks Investment Management
N/A—2,658,388-2,658,388-100%$64.0M———
Credit Agricole S A
N/A—2,635,085-2,635,085-100%$63.5M———
Korea Investment Corp
N/A—2,614,654-2,614,654-100%$63.0M———
Voloridge Investment Management, LLC
N/A—2,611,252-2,611,252-100%$62.9M———
CIBC World Market Inc.
N/A—2,439,019-2,439,019-100%$58.7M———
Treasurer of the State of North Carolina
N/A—2,425,453-2,425,453-100%$58.4M———
Walleye Capital LLC
N/A—2,417,136-2,417,136-100%$58.2M———
Janney Montgomery Scott LLC
N/A—2,414,370-2,414,370-100%$58.1M———
Mariner, LLC
N/A—2,394,026-2,394,026-100%$57.7M———
LGT Group Foundation
N/A—2,367,455-2,367,455-100%$57.0M———
Public Employees Retirement System of Ohio
N/A—2,348,395-2,348,395-100%$56.5M———
DnB Asset Management AS
N/A—2,338,682-2,338,682-100%$56.3M———
Natixis Advisors, LLC
N/A—2,319,414-2,319,414-100%$55.9M———
Baird Financial Group, Inc.
N/A—2,312,826-2,312,826-100%$55.7M———
Clal Insurance Enterprises Holdings Ltd
N/A—2,234,000-2,234,000-100%$53.8M———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—2,179,317-2,179,317-100%$52.5M———
Woodline Partners LP
N/A—2,154,713-2,154,713-100%$51.9M———
Nomura Asset Management Co LTD
N/A—2,136,780-2,136,780-100%$51.5M———
O'shaughnessy Asset Management, LLC
N/A—2,136,557-2,136,557-100%$51.4M———
Voya Investment Management LLC
N/A—2,026,203-2,026,203-100%$48.8M———
Rockefeller Capital Management L.P.
N/A—1,993,256-1,993,256-100%$48.0M———
Tidal Investments LLC
N/A—1,971,885-1,971,885-100%$47.5M———
Thornburg Investment Management Inc
N/A—1,970,004-1,970,004-100%$47.4M———
Causeway Capital Management LLC
N/A—1,916,801-1,916,801-100%$46.2M———
Teacher Retirement System of Texas
N/A—1,908,608-1,908,608-100%$46.0M———
AE Wealth Management LLC
N/A—1,883,141-1,883,141-100%$45.3M———
Cerity Partners LLC
N/A—1,816,537-1,816,537-100%$43.7M———
Resona Asset Management Co.,Ltd.
N/A—1,806,609-1,806,609-100%$43.6M———
State of Tennessee, Department of Treasury
N/A—1,792,996-1,792,996-100%$43.2M———
Defilade Capital Management, L.P.
N/A—1,771,743-1,771,743-100%$42.7M———
Capital Advisors Inc
N/A—1,770,761-1,770,761-100%$42.6M———
Toronto Dominion Bank
N/A—1,756,923-1,756,923-100%$42.3M———
Crawford Investment Counsel Inc
N/A—1,735,218-1,735,218-100%$41.8M———
Commerce Bank
N/A—1,666,812-1,666,812-100%$40.1M———
Talaria Asset Management Pty Ltd
N/A—1,656,200-1,656,200-100%$39.9M———
Tredje Ap-fonden
N/A—1,568,204-1,568,204-100%$37.8M———
CIBC Bancorp USA Inc.
N/A—1,475,301-1,475,301-100%$35.5M———
Edmond de Rothschild Holding S.A.
N/A—1,455,651-1,455,651-100%$35.1M———
Guggenheim Capital LLC
N/A—1,448,821-1,448,821-100%$34.9M———
Blair William & Co
N/A—1,406,138-1,406,138-100%$33.9M———
MML Investors Services, LLC
N/A—1,393,942-1,393,942-100%$33.6M———
Edgar Lomax Co
N/A—1,365,777-1,365,777-100%$32.9M———
MetLife Investment Management, LLC
N/A—1,303,824-1,303,824-100%$31.4M———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—1,245,945-1,245,945-100%$30.0M———
American Century Companies Inc
N/A—1,232,817-1,232,817-100%$29.7M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—1,204,284-1,204,284-100%$29.0M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—1,178,232-1,178,232-100%$28.4M———
South Dakota Investment Council
N/A—1,166,118-1,166,118-100%$28.1M———
Mercer Global Advisors Inc
N/A—1,165,477-1,165,477-100%$28.1M———
Beacon Pointe Advisors, LLC
N/A—1,161,607-1,161,607-100%$28.0M———
Ruffer LLP
N/A—1,126,006-1,126,006-100%$27.1M———
Pinebridge Investments LLC
N/A—1,070,303-1,070,303-100%$25.8M———
Sanctuary Advisors, LLC
N/A—1,059,033-1,059,033-100%$25.5M———
Varma Mutual Pension Insurance Co
N/A—1,055,663-1,055,663-100%$25.4M———
Fairfax Financial Holdings LTD/ CAN
N/A—1,043,900-1,043,900-100%$25.1M———
Empowered Funds, LLC
N/A—1,018,817-1,018,817-100%$24.5M———
Sector Gamma AS
N/A—1,004,215-1,004,215-100%$24.2M———
USS Investment Management Ltd
N/A—999,888-999,888-100%$24.1M———
Huber Capital Management LLC
N/A—984,335-984,335-100%$23.7M———
Quadrature Capital Ltd
N/A—978,887-978,887-100%$23.6M———
Saudi Central Bank
N/A—976,902-976,902-100%$24.1M———
Destination Wealth Management
N/A—976,104-976,104-100%$23.5M———
AustralianSuper Pty Ltd
N/A—968,550-968,550-100%$23.3M———
Berkley W R Corp
N/A—965,537-965,537-100%$23.3M———
Public Sector Pension Investment Board
N/A—931,152-931,152-100%$22.4M———
Gotham Asset Management, LLC
N/A—916,205-916,205-100%$22.1M———
Man Group plc
N/A—912,739-912,739-100%$22.0M———
QRG Capital Management, Inc.
N/A—902,308-902,308-100%$21.7M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—900,827-900,827-100%$21.7M———
Centiva Capital, LP
N/A—899,074-899,074-100%$21.6M———
CSM Advisors, LLC
N/A—889,436-889,436-100%$21.4M———
Peapack Gladstone Financial Corp
N/A—879,706-879,706-100%$21.2M———
Advisors Asset Management, Inc.
N/A—873,428-873,428-100%$21.0M———
Erste Asset Management GmbH
N/A—869,213-869,213-100%$21.2M———
Group One Trading LLC
N/A—868,402-868,402-100%$20.9M———
Utah Retirement Systems
N/A—864,528-864,528-100%$20.8M———
LGT Fund Management Co Ltd.
N/A—857,783-857,783-100%$20.7M———
Balyasny Asset Management L.P.
N/A—857,605-857,605-100%$20.7M———
British Columbia Investment Management Corp
N/A—853,057-853,057-100%$20.5M———
XTX Topco Ltd
N/A—834,735-834,735-100%$20.1M———
Arax Advisory Partners
N/A—811,104-811,104-100%$19.5M———
BNP Paribas
N/A—810,791-810,791-100%$19.5M———
Scotia Capital Inc.
N/A—808,429-808,429-100%$19.5M———
Marshall Wace, LLP
N/A—802,396-802,396-100%$19.3M———
Nissay Asset Management Corp N
N/A—795,895-795,895-100%$19.2M———
Glenmede Trust Co NA
N/A—793,315-793,315-100%$19.1M———
Susquehanna Fundamental Investments, LLC
N/A—787,252-787,252-100%$19.0M———
Capital International Sarl
N/A—785,251-785,251-100%$18.9M———
Brown Advisory Inc
N/A—784,645-784,645-100%$18.9M———
Investment Management Corp of Ontario
N/A—763,834-763,834-100%$18.4M———
&partners
N/A—754,925-754,925-100%$18.2M———
ING Groep NV
N/A—748,214-748,214-100%$18.0M———
Elo Mutual Pension Insurance Co
N/A—747,091-747,091-100%$18.0M———
Goodman Financial Corp
N/A—746,502-746,502-100%$18.0M———
Private Advisor Group, LLC
N/A—744,034-744,034-100%$17.9M———
IEQ Capital, LLC
N/A—742,927-742,927-100%$17.9M———
Fukoku Mutual Life Insurance Co
N/A—741,336-741,336-100%$17.9M———
Ingalls & Snyder LLC
N/A—730,345-730,345-100%$17.6M———
Andra Ap-fonden
N/A—728,273-728,273-100%$17.5M———
Mediolanum International Funds Ltd
N/A—720,894-720,894-100%$17.6M———
Prudential PLC
N/A—719,586-719,586-100%$17.3M———
Public Employees Retirement Association of Colorado
N/A—717,192-717,192-100%$17.3M———
Intesa Sanpaolo S.p.A.
N/A—701,043-701,043-100%$16.9M———
Pinnacle Financial Partners, Inc.
N/A—697,936-697,936-100%$16.8M———
Tudor Investment Corp ET AL
N/A—697,000-697,000-100%$16.8M———
Huntington National Bank
N/A—691,757-691,757-100%$16.7M———
NewEdge Advisors, LLC
N/A—687,769-687,769-100%$16.6M———
Bradley Foster & Sargent Inc
N/A—678,377-678,377-100%$16.3M———
Pathstone Holdings, LLC
N/A—652,887-652,887-100%$15.8M———
Ilmarinen Mutual Pension Insurance Co
N/A—647,000-647,000-100%$15.6M———
Rafferty Asset Management, LLC
N/A—635,140-635,140-100%$15.3M———
Cresset Asset Management, LLC
N/A—634,638-634,638-100%$15.3M———
Nomura Holdings Inc
N/A—632,863-632,863-100%$15.2M———
MAI Capital Management
N/A—614,061-614,061-100%$14.8M———
Gamco Investors, Inc. ET AL
N/A—571,286-571,286-100%$13.8M———
CI Investments Inc.
N/A—561,203-561,203-100%$13.5M———
Millennium Management LLC
N/A—556,133-556,133-100%$13.4M———
Quinn Opportunity Partners LLC
N/A—536,728-536,728-100%$12.9M———
Waverly Advisors, LLC
N/A—531,671-531,671-100%$12.8M———
Schwerin Boyle Capital Management Inc
N/A—529,743-529,743-100%$12.8M———
Lazard Asset Management LLC
N/A—524,704-524,704-100%$12.6M———
Steward Partners Investment Advisory, LLC
N/A—520,623-520,623-100%$12.5M———
Northwestern Mutual Wealth Management Co
N/A—514,459-514,459-100%$12.4M———
Bogart Wealth, LLC
N/A—512,324-512,324-100%$12.3M———
Vinva Investment Management Ltd
N/A—510,661-510,661-100%$12.4M———
Steigerwald, Gordon & Koch Inc.
N/A—502,925-502,925-100%$12.1M———
Gabelli Funds LLC
N/A—501,500-501,500-100%$12.1M———
Vanguard Personalized Indexing Management, LLC
N/A—497,582-497,582-100%$12.0M———
Allstate Corp
N/A—488,127-488,127-100%$11.8M———
Susquehanna Portfolio Strategies, LLC
N/A—485,837-485,837-100%$11.7M———
Martingale Asset Management L P
N/A—477,198-477,198-100%$11.5M———
Callahan Advisors, LLC
N/A—471,052-471,052-100%$11.3M———
Becker Capital Management Inc
N/A—469,672-469,672-100%$11.3M———
Adapt Investment Managers SA
N/A—465,783-465,783-100%$11.2M———
Tocqueville Asset Management L.P.
N/A—465,004-465,004-100%$11.2M———
Kahn Brothers Group Inc
N/A—464,001-464,001-100%$11.2M———
Integrated Wealth Concepts LLC
N/A—458,762-458,762-100%$11.0M———
HM Payson & Co
N/A—453,303-453,303-100%$10.9M———
Ally Financial Inc.
N/A—446,000-446,000-100%$10.7M———
Commerzbank Aktiengesellschaft
N/A—444,778-444,778-100%$10.7M———
Logan Capital Management Inc
N/A—442,396-442,396-100%$10.7M———
Capital International LTD
N/A—439,717-439,717-100%$10.6M———
Hudson Bay Capital Management LP
N/A—435,000-435,000-100%$10.5M———
Rathbones Group PLC
N/A—433,531-433,531-100%$10.4M———
Cambria Investment Management, L.P.
N/A—429,762-429,762-100%$10.3M———
Systematic Alpha Investments, LLC
N/A—424,515-424,515-100%$10.2M———
Orion Porfolio Solutions, LLC
N/A—419,584-419,584-100%$10.1M———
Arkadios Wealth Advisors
N/A—411,666-411,666-100%$9.9M———
Azimuth Capital Investment Management LLC
N/A—398,549-398,549-100%$9.6M———
Dakota Wealth Management
N/A—390,045-390,045-100%$9.4M———
Haverford Trust Co
N/A—381,414-381,414-100%$9.2M———
Regal Investment Advisors LLC
N/A—378,806-378,806-100%$9.1M———
Capital International, Inc.
N/A—376,556-376,556-100%$9.1M———
Omers Administration Corp
N/A—375,974-375,974-100%$9.1M———
Aptus Capital Advisors, LLC
N/A—365,411-365,411-100%$8.8M———
Kentucky Retirement Systems
N/A—358,649-358,649-100%$8.6M———
McMillan Office, Inc.
N/A—345,681-345,681-100%$8.3M———
Caisse DES Depots ET Consignations
N/A—344,210-344,210-100%$8.3M———
Algert Global LLC
N/A—343,130-343,130-100%$8.3M———
Norinchukin Bank, The
N/A—338,399-338,399-100%$8.1M———
Lifeworks Advisors, LLC
N/A—337,845-337,845-100%$8.1M———
Freestone Grove Partners LP
N/A—335,530-335,530-100%$8.1M———
Vestmark Advisory Solutions, Inc.
N/A—335,343-335,343-100%$8.1M———
Stephens Inc
N/A—335,032-335,032-100%$8.1M———
Sequoia Financial Advisors, LLC
N/A—332,178-332,178-100%$8.0M———
Two Sigma Investments, LP
N/A—330,300-330,300-100%$8.0M———
Brown Brothers Harriman & Co
N/A—327,905-327,905-100%$7.9M———
Estabrook Capital Management
N/A—324,099-324,099-100%$7.8M———
World Investment Advisors
N/A—321,367-321,367-100%$8.9M———
Beacon Harbor Wealth Advisors, Inc.
N/A—316,281-316,281-100%$7.9M———
Socorro Asset Management LP
N/A—315,112-315,112-100%$7.6M———
Caisse de Depot ET Placement DU Quebec
N/A—313,644-313,644-100%$7.6M———
Longfellow Investment Management Co LLC
N/A—301,435-301,435-100%$7.3M———
Stamos Capital Partners, L.P.
N/A—297,285-297,285-100%$7.2M———
Claret Asset Management Corp
N/A—297,108-297,108-100%$7.2M———
Banque Cantonale Vaudoise
N/A—286,435-286,435-100%$6.9M———
Sphera Funds Management Ltd.
N/A—286,000-286,000-100%$6.9M———
RWA Wealth Partners, LLC
N/A—285,238-285,238-100%$6.9M———
WealthTrust Axiom LLC
N/A—281,791-281,791-100%$6.8M———
Hamilton Capital Partners Inc.
N/A—278,825-278,825-100%$6.7M———
Advisory Services Network, LLC
N/A—278,148-278,148-100%$6.7M———
Ossiam
N/A—275,753-275,753-100%$6.6M———
KKM Financial LLC
N/A—274,859-274,859-100%$6.6M———
Bragg Financial Advisors, Inc
N/A—271,406-271,406-100%$6.5M———
Bruce & Co., Inc.
N/A—268,200-268,200-100%$6.5M———
LMR Partners LLP
N/A—260,990-260,990-100%$6.3M———
Worldquant Millennium Advisors LLC
N/A—259,039-259,039-100%$6.2M———
OneDigital Investment Advisors LLC
N/A—258,994-258,994-100%$6.2M———
Bcwm, LLC
N/A—256,871-256,871-100%$6.2M———
Ilex Capital Partners (UK) LLP
N/A—253,878-253,878-100%$6.1M———
Adar1 Capital Management, LLC
N/A—252,400-252,400-100%$6.1M———
Fiduciary Trust Co
N/A—251,314-251,314-100%$6.1M———
Mutual Advisors, LLC
N/A—250,040-250,040-100%$6.0M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—248,937-248,937-100%$6.0M———
EP Wealth Advisors, LLC
N/A—247,206-247,206-100%$6.0M———
Cutler Capital Management, LLC
N/A—245,185-245,185-100%$5.9M———
Round Hill Asset Management
N/A—242,134-242,134-100%$5.8M———
Madison Asset Management, LLC
N/A—242,132-242,132-100%$5.8M———
PFG Investments, LLC
N/A—241,469-241,469-100%$5.8M———
Te Ahumairangi Investment Management Ltd
N/A—237,946-237,946-100%$5.7M———
Benjamin Edwards Inc
N/A—237,703-237,703-100%$5.7M———
Bleakley Financial Group, LLC
N/A—237,694-237,694-100%$5.7M———
Cannell & Spears LLC
N/A—236,223-236,223-100%$5.7M———
1832 Asset Management L.P.
N/A—235,637-235,637-100%$5.7M———
United Capital Financial Advisors, LLC
N/A—234,637-234,637-100%$5.7M———
Composition Wealth, LLC
N/A—233,380-233,380-100%$5.6M———
Fayez Sarofim & Co
N/A—233,339-233,339-100%$5.6M———
CreativeOne Wealth, LLC
N/A—232,102-232,102-100%$5.6M———
Fairholme Capital Management LLC
N/A—231,000-231,000-100%$5.6M———
Vident Advisory, LLC
N/A—230,993-230,993-100%$5.6M———
Siemens Fonds Invest GmbH
N/A—226,573-226,573-100%$5.5M———
Mufg Securities Emea plc
N/A—223,079-223,079-100%$5.4M———
Independent Advisor Alliance
N/A—223,046-223,046-100%$5.4M———
Northwest & Ethical Investments L.P.
N/A—221,058-221,058-100%$5.3M———
P.A.W. Capital Corp
N/A—217,050-217,050-100%$5.2M———
Caprock Group, LLC
N/A—213,162-213,162-100%$5.1M———
Kingsview Wealth Management, LLC
N/A—212,065-212,065-100%$5.1M———
Rothschild Investment LLC
N/A—211,962-211,962-100%$5.1M———
Humankind Investments LLC
N/A—211,000-211,000-100%$5.1M———
Stratos Wealth Partners, Ltd.
N/A—210,188-210,188-100%$5.1M———
Summit Trail Advisors, LLC
N/A—209,089-209,089-100%$5.0M———
JT Stratford LLC
N/A—208,930-208,930-100%$5.0M———
DCM Advisors, LLC
N/A—203,628-203,628-100%$4.9M———
Equitable Holdings, Inc.
N/A—203,198-203,198-100%$4.9M———
Townsquare Capital LLC
N/A—198,256-198,256-100%$4.8M———
Empirical Finance, LLC
N/A—197,099-197,099-100%$4.7M———
Boothbay Fund Management, LLC
N/A—194,734-194,734-100%$4.7M———
Core Capital Management & Research, inc.
N/A—194,623-194,623-100%$5.5M———
Amica Mutual Insurance Co
N/A—194,059-194,059-100%$4.7M———
Horizon Investments, LLC
N/A—193,281-193,281-100%$4.6M———
New England Asset Management Inc
N/A—192,273-192,273-100%$4.6M———
Summit Financial, LLC
N/A—192,213-192,213-100%$4.6M———
Cumberland Partners Ltd
N/A—187,055-187,055-100%$4.5M———
Essex Financial Services, Inc.
N/A—185,560-185,560-100%$4.5M———
Northwestern Mutual Investment Management Company, LLC
N/A—182,734-182,734-100%$4.4M———
Metis Global Partners, LLC
N/A—181,310-181,310-100%$4.4M———
Global Retirement Partners, LLC
N/A—180,182-180,182-100%$4.3M———
Bridgewater Associates, LP
N/A—180,092-180,092-100%$4.3M———
Envestnet Portfolio Solutions, Inc.
N/A—179,745-179,745-100%$4.3M———
Marex Group Ltd
N/A—178,990-178,990-100%$4.3M———
First Manhattan Co. Llc.
N/A—178,070-178,070-100%$4.3M———
Wesleyan Assurance Society
N/A—175,500-175,500-100%$4.2M———
Hillman Capital Management, Inc.
N/A—174,610-174,610-100%$4.2M———
Sumitomo Mitsui Financial Group, Inc.
N/A—173,691-173,691-100%$4.2M———
Wills Financial Group LLC
N/A—172,222-172,222-100%$4.1M———
Mufg Securities Americas Inc.
N/A—171,660-171,660-100%$4.1M———
Harbor Advisory Corp
N/A—171,028-171,028-100%$4.1M———
Capula Management Ltd
N/A—170,245-170,245-100%$4.1M———
Daiichi Life Insurance Co., Ltd.
N/A—170,206-170,206-100%$4.1M———
Providence Capital Advisors, LLC
N/A—168,652-168,652-100%$4.1M———
Foster & Motley Inc
N/A—168,239-168,239-100%$4.1M———
Bluespring Wealth Management, LLC
N/A—167,096-167,096-100%$4.0M———
Klcm Advisors, Inc.
N/A—166,401-166,401-100%$4.0M———
Westfield Capital Management Co LP
N/A—162,023-162,023-100%$3.9M———
AR Asset Management Inc
N/A—158,661-158,661-100%$3.8M———
Barbara Oil Co.
N/A—157,488-157,488-100%$3.8M———
Barnett & Company, Inc.
N/A—157,094-157,094-100%$3.8M———
Moneta Group Investment Advisors LLC
N/A—154,501-154,501-100%$3.7M———
Cary Street Partners Financial LLC
N/A—153,898-153,898-100%$3.7M———
Rehmann Capital Advisory Group
N/A—152,066-152,066-100%$3.7M———
New Insight Wealth Advisors
N/A—150,050-150,050-100%$3.6M———
LOS Angeles Capital Management LLC
N/A—149,824-149,824-100%$3.6M———
Kentucky Retirement Systems Insurance Trust Fund
N/A—148,834-148,834-100%$3.6M———
IHT Wealth Management, LLC
N/A—148,377-148,377-100%$3.6M———
Lombard Odier Asset Management (Switzerland) SA
N/A—146,893-146,893-100%$3.5M———
Shelter Mutual Insurance Co
N/A—145,820-145,820-100%$3.5M———
Focus Partners Advisor Solutions, LLC
N/A—145,419-145,419-100%$3.5M———
Legato Capital Management LLC
N/A—145,221-145,221-100%$3.5M———
Neo Ivy Capital Management
N/A—144,562-144,562-100%$3.5M———
Choate Investment Advisors
N/A—142,810-142,810-100%$3.4M———
Wealthspire Advisors, LLC
N/A—141,769-141,769-100%$3.4M———
Laird Norton Wetherby Trust Company, LLC
N/A—141,504-141,504-100%$3.4M———
Hancock Whitney Corp
N/A—140,375-140,375-100%$3.4M———
Greenwich Wealth Management LLC
N/A—140,297-140,297-100%$3.4M———
German American Bancorp, Inc.
N/A—138,635-138,635-100%$3.3M———
Winton Group Ltd
N/A—135,800-135,800-100%$3.3M———
Wahed Invest LLC
N/A—135,511-135,511-100%$3.3M———
Prosight Management, LP
N/A—135,366-135,366-100%$3.3M———
Quantbot Technologies LP
N/A—133,304-133,304-100%$3.2M———
Financial Avengers, Inc.
N/A—131,989-131,989-100%$3.2M———
GQG Partners LLC
N/A—131,567-131,567-100%$3.2M———
Fred Alger Management, LLC
N/A—128,336-128,336-100%$3.1M———
BFC Planning, Inc.
N/A—127,112-127,112-100%$3.1M———
Capstone Investment Advisors, LLC
N/A—126,497-126,497-100%$3.0M———
Westbourne Investments, Inc.
N/A—126,317-126,317-100%$3.0M———
Simmons Bank
N/A—125,117-125,117-100%$3.0M———
Snowden Capital Advisors LLC
N/A—125,051-125,051-100%$3.0M———
EFG International AG
N/A—124,106-124,106-100%$3.0M———
Meiji Yasuda Asset Management Co Ltd.
N/A—123,310-123,310-100%$3.0M———
Qsemble Capital Management, LP
N/A—122,644-122,644-100%$3.0M———
Panagora Asset Management Inc
N/A—122,482-122,482-100%$2.9M———
Park Circle Co
N/A—122,105-122,105-100%$2.9M———
First Foundation Advisors
N/A—121,118-121,118-100%$2.9M———
Fort Sheridan Advisors LLC
N/A—120,987-120,987-100%$2.9M———
Hilltop Holdings Inc.
N/A—120,367-120,367-100%$2.9M———
Ostrum Asset Management
N/A—119,911-119,911-100%$2.9M———
Principal Securities, Inc.
N/A—118,067-118,067-100%$2.8M———
Prelude Capital Management, LLC
N/A—117,746-117,746-100%$2.8M———
New Age Alpha Advisors, LLC
N/A—117,185-117,185-100%$2.8M———
Private Capital Management, LLC
N/A—117,155-117,155-100%$2.8M———
Vestcor Inc
N/A—115,307-115,307-100%$2.8M———
Rock Point Advisors, LLC
N/A—114,885-114,885-100%$2.8M———
Manhattan West Asset Management, LLC
N/A—113,888-113,888-100%$2.7M———
Dunhill Financial, LLC
N/A—113,506-113,506-100%$2.7M———
Birmingham Capital Management Co Inc
N/A—112,751-112,751-100%$2.7M———
Atlantic Union Bankshares Corp
N/A—112,666-112,666-100%$2.7M———
Callan Family Office, LLC
N/A—111,751-111,751-100%$2.7M———
Meeder Advisory Services, Inc.
N/A—110,339-110,339-100%$2.7M———
Argent Advisors, Inc.
N/A—109,643-109,643-100%$2.6M———
Nicolet Bankshares Inc
N/A—109,634-109,634-100%$2.6M———
Johnson Financial Group, Inc.
N/A—106,460-106,460-100%$2.6M———
Buckley Wealth Management, LLC
N/A—106,075-106,075-100%$2.6M———
Delta Asset Management LLC
N/A—105,462-105,462-100%$2.5M———
Cygnus Capital Advisors, LLC
N/A—104,460-104,460-100%$2.5M———
Flputnam Investment Management Co
N/A—104,357-104,357-100%$2.5M———
Bartlett & Co. Wealth Management LLC
N/A—103,650-103,650-100%$2.5M———
SummitTX Capital, L.P.
N/A—103,387-103,387-100%$2.5M———
Thomasville National Bank
N/A—101,398-101,398-100%$2.4M———
Johnson Investment Counsel Inc
N/A—100,100-100,100-100%$2.4M———
Southeast Asset Advisors, LLC
N/A—99,468-99,468-100%$2.4M———
Westpac Banking Corp
N/A—98,978-98,978-100%$2.4M———
Fiduciary Group, LLC
N/A—97,226-97,226-100%$2.3M———
Virtu Financial LLC
N/A—97,068-97,068-100%$2.3M———
Clark Estates Inc
N/A—96,750-96,750-100%$2.3M———
Hayek Kallen Investment Management
N/A—94,912-94,912-100%$2.3M———
Capital Group Investment Management Pte. Ltd.
N/A—94,728-94,728-100%$2.3M———
Dean Investment Associates, LLC
N/A—94,713-94,713-100%$2.3M———
Keynote Financial Services LLC
N/A—94,489-94,489-100%$2.3M———
Kovack Advisors, Inc.
N/A—94,107-94,107-100%$2.3M———
MainStreet Investment Advisors LLC
N/A—93,983-93,983-100%$2.3M———
Evercore Wealth Management, LLC
N/A—93,409-93,409-100%$2.2M———
Wealth Alliance, LLC
N/A—93,388-93,388-100%$2.2M———
Whittier Trust Co
N/A—93,334-93,334-100%$2.2M———
K.J. Harrison & Partners Inc
N/A—93,003-93,003-100%$2.2M———
Palouse Capital Management, Inc.
N/A—92,603-92,603-100%$2.2M———
Spinnaker Trust
N/A—91,738-91,738-100%$2.2M———
Pingora Partners LLC
N/A—89,510-89,510-100%$2.2M———
Ancora Advisors LLCA
N/A—88,780-88,780-100%$2.1M———
Argo Wealth Advisory, LLC
N/A—88,538-88,538-100%$2.1M———
Icon Wealth Advisors, LLC
N/A—88,537-88,537-100%$2.1M———
Ameritas Advisory Services, LLC
N/A—88,492-88,492-100%$2.1M———
Beck Mack & Oliver LLC
N/A—88,126-88,126-100%$2.1M———
Dodge & COX
N/A—87,814-87,814-100%$2.1M———
Berkshire Asset Management LLC
N/A—87,660-87,660-100%$2.1M———
First National Bank of Omaha
N/A—85,795-85,795-100%$2.1M———
Tower Research Capital LLC (TRC)
N/A—85,405-85,405-100%$2.1M———
Stevens Capital Management LP
N/A—85,193-85,193-100%$2.1M———
Ballentine Partners, LLC
N/A—84,928-84,928-100%$2.0M———
Anchor Investment Management, LLC
N/A—84,672-84,672-100%$2.0M———
Wealth Advisors of Tampa Bay, LLC
N/A—84,408-84,408-100%$2.0M———
Harvest Portfolios Group Inc.
N/A—84,300-84,300-100%$2.0M———
NewEdge Wealth, LLC
N/A—83,856-83,856-100%$2.0M———
Oversea-Chinese Banking Corp Ltd
N/A—83,573-83,573-100%$2.0M———
Farmers National Bank
N/A—83,320-83,320-100%$2.0M———
Sivia Capital Partners, LLC
N/A—82,650-82,650-100%$2.0M———
Game Creek Capital, LP
N/A—82,500-82,500-100%$2.0M———
Edgewood Management LLC
N/A—82,179-82,179-100%$2.0M———
Keystone Financial Group
N/A—80,610-80,610-100%$1.9M———
Coastwise Capital Group, LLC
N/A—80,028-80,028-100%$1.9M———
Orographic Financial Advisors, LLC
N/A—79,941-79,941-100%$2.1K———
Rowlandmiller & Partners.adv
N/A—79,826-79,826-100%$1.9M———
Affinity Investment Advisors, LLC
N/A—79,689-79,689-100%$1.9M———
WCG Wealth Advisors LLC
N/A—79,512-79,512-100%$1.9M———
Manning & Napier Advisors LLC
N/A—79,351-79,351-100%$1.9M———
Modern Wealth Management, LLC
N/A—79,117-79,117-100%$1.9M———
Stance Capital LLC
N/A—78,762-78,762-100%$1.9M———
Coastal Bridge Advisors, LLC
N/A—78,442-78,442-100%$1.9M———
Gladstone Institutional Advisory LLC
N/A—78,104-78,104-100%$1.9M———
AssuredPartners Investment Advisors, LLC
N/A—77,949-77,949-100%$1.9M———
R.m.sincerbeaux Capital Management LLC
N/A—77,032-77,032-100%$1.9M———
Holderness Investments Co
N/A—76,281-76,281-100%$1.8M———
Stratos Wealth Advisors, LLC
N/A—76,265-76,265-100%$1.8M———
Peak6 LLC
N/A—75,818-75,818-100%$1.8M———
Pallas Capital Advisors LLC
N/A—75,558-75,558-100%$1.8M———
Windward Capital Management Co
N/A—75,251-75,251-100%$1.8M———
Campbell & Co Investment Adviser LLC
N/A—75,099-75,099-100%$1.8M———
Storgate, LLC
N/A—71,316-71,316-100%$1.7M———
Horizon Kinetics Asset Management LLC
N/A—69,662-69,662-100%$1.7M———
Mitchell Mcleod Pugh & Williams Inc
N/A—69,337-69,337-100%$1.7M———
iSAM Funds (UK) Ltd
N/A—69,300-69,300-100%$1.7M———
Whittier Trust Co of Nevada Inc
N/A—69,206-69,206-100%$1.7M———
Intrust Bank NA
N/A—68,808-68,808-100%$1.7M———
Horizon Bancorp Inc
N/A—68,790-68,790-100%$1.7M———
Segall Bryant & Hamill, LLC
N/A—68,530-68,530-100%$1.7M———
Curi Capital, LLC
N/A—67,680-67,680-100%$1.6M———
Mairs & Power Inc
N/A—67,679-67,679-100%$1.6M———
Twin Tree Management, LP
N/A—67,307-67,307-100%$1.6M———
IQ EQ Fund Management (Ireland) Ltd
N/A—66,669-66,669-100%$1.6M———
Evelyn Partners Group Ltd
N/A—66,194-66,194-100%$1.6M———
FLC Capital Advisors
N/A—66,092-66,092-100%$1.6M———
BSW Wealth Partners
N/A—66,011-66,011-100%$1.6M———
Stock Yards Bank & Trust Co
N/A—65,446-65,446-100%$1.6M———
DoubleLine ETF Adviser LP
N/A—64,763-64,763-100%$1.6M———
Berkeley Capital Partners, LLC
N/A—64,286-64,286-100%$1.5M———
Silvercrest Asset Management Group LLC
N/A—64,050-64,050-100%$1.5M———
Groupama Asset Managment
N/A—63,984-63,984-100%$1.6M———
Savvy Advisors, Inc.
N/A—63,860-63,860-100%$1.5M———
Aspen Grove Capital, LLC
N/A—63,351-63,351-100%$1.5M———
Wealth Management Associates, Inc.
N/A—63,133-63,133-100%$1.5M———
Mosaic Family Wealth Partners, LLC
N/A—62,835-62,835-100%$1.5M———
Bridgewater Advisors Inc.
N/A—62,287-62,287-100%$1.6M———
Shelton Capital Management
N/A—61,912-61,912-100%$1.5M———
Cladis Investment Advisory, LLC
N/A—61,551-61,551-100%$1.5M———
Apriem Advisors
N/A—61,465-61,465-100%$1.5M———
Auxier Asset Management LLC
N/A—60,974-60,974-100%$1.5M———
Ironwood Investment Management LLC
N/A—60,832-60,832-100%$1.5M———
Samjo Management, LLC
N/A—60,145-60,145-100%$1.4M———
Vaughan Nelson Investment Management, L.P.
N/A—59,620-59,620-100%$1.4M———
Bridgefront Capital, LLC
N/A—59,596-59,596-100%$1.4M———
Verition Fund Management LLC
N/A—58,607-58,607-100%$1.4M———
Twin Capital Management Inc
N/A—58,541-58,541-100%$1.4M———
Widmann Financial Services, Inc.
N/A—58,355-58,355-100%$1.4M———
Mayflower Financial Advisors, LLC
N/A—58,088-58,088-100%$1.4M———
Bcgm Wealth Management, LLC
N/A—57,029-57,029-100%$1.4M———
Atom Investors LP
N/A—56,935-56,935-100%$1.4M———
Lionhunter Capital Management, LLC
N/A—56,887-56,887-100%$1.4M———
Smartleaf Asset Management LLC
N/A—56,738-56,738-100%$1.4M———
Dorsey & Whitney Trust Co LLC
N/A—56,393-56,393-100%$1.4M———
Naviter Wealth, LLC
N/A—56,357-56,357-100%$1.4M———
Kintra Wealth, LLC
N/A—56,271-56,271-100%$1.5M———
T. Rowe Price Investment Management, Inc.
N/A—56,140-56,140-100%$1.4M———
Baader Bank Aktiengesellschaft
N/A—55,904-55,904-100%$1.3M———
Advyzon Investment Management, LLC
N/A—54,906-54,906-100%$1.3M———
Hexagon Capital Partners LLC
N/A—54,852-54,852-100%$1.3M———
Integrated Investment Consultants, LLC
N/A—54,751-54,751-100%$1.3M———
Insigneo Advisory Services, LLC
N/A—54,629-54,629-100%$1.3M———
ABN Amro Bank N.V.
N/A—54,296-54,296-100%$1.3M———
Boston Family Office LLC
N/A—53,337-53,337-100%$1.3M———
Ceeto Capital Group, LLC
N/A—53,250-53,250-100%$1.3M———
Greenline Partners, LLC
N/A—52,802-52,802-100%$1.3M———
Ameritas Investment Partners, Inc.
N/A—52,746-52,746-100%$1.3M———
Resurgent Financial Advisors LLC
N/A—52,559-52,559-100%$1.3M———
Ethos Financial Group, LLC
N/A—52,416-52,416-100%$1.3M———
Douglass Winthrop Advisors, LLC
N/A—52,079-52,079-100%$1.3M———
SIG Brokerage, LP
N/A—52,022-52,022-100%$1.3M———
Fidelis Capital Partners, LLC
N/A—51,883-51,883-100%$1.2M———
SageView Advisory Group, LLC
N/A—51,687-51,687-100%$1.2M———
S&CO Inc
N/A—50,218-50,218-100%$1.2M———
Edentree Asset Management Ltd
N/A—50,000-50,000-100%$1.2M———
Brevan Howard Capital Management LP
N/A—49,400-49,400-100%$1.2M———
Everstar Asset Management, LLC
N/A—48,765-48,765-100%$1.2M———
Intellectus Partners, LLC
N/A—48,637-48,637-100%$1.2M———
Mathes Company, Inc.
N/A—48,623-48,623-100%$1.2M———
Arvest Bank Trust Division
N/A—48,596-48,596-100%$1.2M———
Compass Capital Corp
N/A—48,314-48,314-100%$1.0M———
Easterly Investment Partners LLC
N/A—48,273-48,273-100%$1.2M———
Strategic Investment Advisors / MI
N/A—48,044-48,044-100%$1.2M———
MRP Capital Investments, LLC
N/A—47,847-47,847-100%$1.2M———
F/m Investments LLC
N/A—47,630-47,630-100%$1.1M———
Foundations Investment Advisors, LLC
N/A—47,599-47,599-100%$1.1M———
Hamrick Investment Counsel, llc
N/A—47,457-47,457-100%$1.1M———
Asset Management Group, Inc.
N/A—47,191-47,191-100%$1.1M———
Blackhill Capital Inc
N/A—47,178-47,178-100%$1.1M———
Innovative Asset Advisors Group, LLC
N/A—46,465-46,465-100%$1.1M———
Sumitomo Life Insurance Co
N/A—46,132-46,132-100%$1.1M———
Aristotle Capital Management, LLC
N/A—46,072-46,072-100%$1.1M———
RiverFront Investment Group, LLC
N/A—45,974-45,974-100%$1.1M———
Ellevest, Inc.
N/A—45,568-45,568-100%$961.4K———
Tiaa Wealth Investment Management LLC
N/A—45,520-45,520-100%$1.1M———
Schulhoff & Co Inc
N/A—45,453-45,453-100%$1.1M———
Trivium Point Advisory, LLC
N/A—45,408-45,408-100%$1.1M———
1ST Source Bank
N/A—44,909-44,909-100%$1.1M———
Prosperity Consulting Group, LLC
N/A—44,889-44,889-100%$1.1M———
Secured Retirement Advisors, LLC
N/A—44,821-44,821-100%$1.1M———
Baldwin Investment Management, LLC
N/A—44,312-44,312-100%$1.1M———
Mork Capital Management, LLC
N/A—44,020-44,020-100%$1.1M———
Twin City Private Wealth, LLC
N/A—43,893-43,893-100%$1.1M———
Capitolis Liquid Global Markets LLC
N/A—43,700-43,700-100%$1.1M———
Sittner & Nelson, LLC
N/A—43,693-43,693-100%$1.1M———
Clearbridge Investments, LLC
N/A—43,369-43,369-100%$1.0M———
Advisory Alpha, LLC
N/A—42,927-42,927-100%$1.0M———
Truvestments Capital LLC
N/A—42,672-42,672-100%$1.0M———
United Bank
N/A—42,568-42,568-100%$1.0M———
Meridian Wealth Advisors, LLC
N/A—42,564-42,564-100%$1.0M———
Oxford Asset Management LLP
N/A—42,230-42,230-100%$1.0M———
DF Dent & Co Inc
N/A—42,034-42,034-100%$1.0M———
Frec Markets, Inc.
N/A—42,012-42,012-100%$1.0M———
PCB Capital LLC
N/A—41,946-41,946-100%$1.0M———
Volterra Technologies LP
N/A—41,938-41,938-100%$1.0M———
Bank of Hawaii
N/A—41,818-41,818-100%$1.0M———
Ausdal Financial Partners, Inc.
N/A—41,679-41,679-100%$1.0M———
Martin & Co Inc
N/A—41,645-41,645-100%$1.0M———
Athena Investment Management
N/A—41,018-41,018-100%$987.7K———
EntryPoint Capital, LLC
N/A—40,976-40,976-100%$986.7K———
Stonebridge Capital Management Inc
N/A—40,827-40,827-100%$983.1K———
Blueshift Asset Management, LLC
N/A—40,820-40,820-100%$982.9K———
Van Hulzen Asset Management, LLC
N/A—40,772-40,772-100%$981.8K———
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A—40,754-40,754-100%$981.4K———
North Star Asset Management Inc
N/A—40,700-40,700-100%$980.1K———
Dearborn Partners LLC
N/A—40,635-40,635-100%$978.5K———
Bearing Point Capital, LLC
N/A—40,529-40,529-100%$975.9K———
Waddell & Associates, LLC
N/A—40,111-40,111-100%$965.9K———
Rothschild Wealth LLC
N/A—40,104-40,104-100%$965.7K———
Resources Management Corp
N/A—39,710-39,710-100%$956.2K———
Roberts Glore & Co Inc
N/A—39,351-39,351-100%$947.6K———
Tower Bridge Advisors
N/A—39,290-39,290-100%$946.1K———
Sound View Wealth Advisors Group, LLC
N/A—39,158-39,158-100%$942.9K———
Jupiter Wealth Management LLC
N/A—38,850-38,850-100%$935.5K———
O'rourke & Company, Inc
N/A—38,677-38,677-100%$931.4K———
Eaton Financial Holdings Company, LLC
N/A—38,591-38,591-100%$929.3K———
NCM Capital Management, LLC
N/A—38,580-38,580-100%$929.0K———
Bellevue Group AG
N/A—38,431-38,431-100%$925.4K———
Monetary Management Group Inc
N/A—38,004-38,004-100%$915.1K———
OneAscent Financial Services LLC
N/A—37,731-37,731-100%$908.6K———
Xcelsior Advisor Partners LLC
N/A—37,705-37,705-100%$907.9K———
Guardian Wealth Advisors, LLC / NC
N/A—37,571-37,571-100%$904.7K———
Hartford Funds Management Co LLC
N/A—37,508-37,508-100%$903.2K———
Shufro Rose & Co LLC
N/A—37,460-37,460-100%$902.0K———
Centaurus Financial, Inc.
N/A—36,772-36,772-100%$885.0K———
Joule Financial, LLC
N/A—36,687-36,687-100%$883.4K———
Raelipskie Partnership
N/A—36,369-36,369-100%$875.8K———
TCM Advisors, LLC
N/A—36,290-36,290-100%$873.9K———
Redwood Investment Management, LLC
N/A—36,167-36,167-100%$871.0K———
Cozad Asset Management Inc
N/A—35,997-35,997-100%$866.8K———
Whalerock Point Partners, LLC
N/A—35,762-35,762-100%$861.1K———
Howe & Rusling Inc
N/A—35,247-35,247-100%$848.7K———
Dkrt Investments Corp.
N/A—35,000-35,000-100%$842.8K———
Voya Financial Advisors, Inc.
N/A—34,853-34,853-100%$849.4K———
GeoWealth Management, LLC
N/A—34,730-34,730-100%$836.3K———
CSS LLC
N/A—34,351-34,351-100%$827.2K———
Credit Industriel ET Commercial
N/A—34,071-34,071-100%$820.4K———
RBO & Co LLC
N/A—33,953-33,953-100%$817.6K———
Qtron Investments LLC
N/A—33,672-33,672-100%$810.8K———
Syon Capital LLC
N/A—33,570-33,570-100%$808.4K———
Founders Financial Alliance, LLC
N/A—33,547-33,547-100%$807.8K———
Private Wealth Asset Management, LLC
N/A—33,487-33,487-100%$806.4K———
Investor's Fiduciary Advisor Network, LLC
N/A—33,462-33,462-100%$805.0K———
Rodgers Brothers Inc.
N/A—33,453-33,453-100%$805.5K———
Main Street Financial Solutions, LLC
N/A—33,453-33,453-100%$805.5K———
E Fund Management Co., Ltd.
N/A—33,268-33,268-100%$801.1K———
WNY Asset Management, LLC
N/A—33,220-33,220-100%$799.9K———
Proffitt & Goodson Inc
N/A—33,067-33,067-100%$796.3K———
Reyl & Cie S.A.
N/A—32,663-32,663-100%$919.6K———
Twinbeech Capital LP
N/A—32,623-32,623-100%$785.6K———
Knott David M Jr
N/A—32,337-32,337-100%$778.7K———
Smith, Moore & Co.
N/A—32,201-32,201-100%$775.4K———
Harbor Advisors LLC
N/A—31,962-31,962-100%$769.6K———
Inspire Advisors, LLC
N/A—31,554-31,554-100%$759.8K———
Roehl & Yi Investment Advisors, LLC
N/A—31,305-31,305-100%$689.3K———
Frisch Financial Group, Inc.
N/A—30,873-30,873-100%$743.4K———
Glen Eagle Advisors, LLC
N/A—30,849-30,849-100%$742.9K———
Shepherd Kaplan Krochuk, LLC
N/A—30,764-30,764-100%$740.8K———
LM Advisors LLC
N/A—30,568-30,568-100%$739.0K———
ST Germain D J Co Inc
N/A—30,328-30,328-100%$730.3K———
Gallagher Fiduciary Advisors, LLC
N/A—30,148-30,148-100%$726.0K———
Osmosis Investment Management UK Ltd
N/A—29,844-29,844-100%$718.6K———
Peak Asset Management, LLC
N/A—29,704-29,704-100%$715.3K———
V2 Financial group LLC
N/A—29,665-29,665-100%$714.3K———
Bramshill Investments, LLC
N/A—29,388-29,388-100%$707.7K———
Octavia Wealth Advisors, LLC
N/A—29,381-29,381-100%$707.5K———
Fairfield, Bush & Co.
N/A—29,294-29,294-100%$705.4K———
Centric Wealth Management
N/A—29,277-29,277-100%$770.0K———
Osborne Partners Capital Management, LLC
N/A—28,881-28,881-100%$695.5K———
DV Trading LLC
N/A—28,867-28,867-100%$695.1K———
Waterloo Capital, L.P.
N/A—28,858-28,858-100%$694.9K———
Broderick Brian C
N/A—28,800-28,800-100%$693.5K———
Bull Harbor Capital LLC
N/A—28,765-28,765-100%$692.7K———
VeraBank, N.A.
N/A—28,634-28,634-100%$689.5K———
Colonial Trust Co / SC
N/A—28,616-28,616-100%$689.1K———
Reliant Investment Partners, LLC
N/A—28,447-28,447-100%$685.0K———
SCS Capital Management LLC
N/A—27,645-27,645-100%$665.7K———
Hardman Johnston Global Advisors LLC
N/A—27,600-27,600-100%$664.6K———
Sectoral Asset Management Inc
N/A—27,500-27,500-100%$662.2K———
Minot DeBlois Advisors LLC
N/A—27,487-27,487-100%$661.9K———
SIT Investment Associates Inc
N/A—27,428-27,428-100%$660.0K———
Capital Markets Trading UK LLP
N/A—27,358-27,358-100%$659.0K———
Parallax Volatility Advisers, L.P.
N/A—27,276-27,276-100%$656.8K———
Banque Transatlantique SA
N/A—27,165-27,165-100%$657.0K———
Select Asset Management & Trust
N/A—27,116-27,116-100%$653.0K———
Sharp Wealth Advisory, LLC
N/A—26,883-26,883-100%$647.4K———
Calton & Associates, Inc.
N/A—26,875-26,875-100%$647.2K———
Cascade Financial Partners, LLC
N/A—26,601-26,601-100%$640.5K———
Gilbert & Cook, Inc.
N/A—26,539-26,539-100%$639.1K———
Webster Bank, N. A.
N/A—26,161-26,161-100%$630.0K———
Sterneck Capital Management, LLC
N/A—25,886-25,886-100%$623.3K———
Westwood Holdings Group Inc
N/A—25,754-25,754-100%$620.2K———
First Western Trust Bank
N/A—25,721-25,721-100%$619.4K———
Transcend Capital Advisors, LLC
N/A—25,696-25,696-100%$618.8K———
New Republic Capital, LLC
N/A—25,574-25,574-100%$615.8K———
Timber Creek Capital Management LLC
N/A—25,433-25,433-100%$612.4K———
Operose Advisors LLC
N/A—25,400-25,400-100%$611.6K———
Evolve Private Wealth, LLC
N/A—25,350-25,350-100%$610.4K———
Gabelli & Co Investment Advisers, Inc.
N/A—25,000-25,000-100%$602.0K———
Pure Financial Advisors, LLC
N/A—24,963-24,963-100%$601.1K———
NorthRock Partners, LLC
N/A—24,805-24,805-100%$597.3K———
Northwest Bancshares, Inc.
N/A—24,413-24,413-100%$587.9K———
Drucker Wealth 3.0, LLC
N/A—24,316-24,316-100%$585.5K———
Clark Capital Management Group, Inc.
N/A—24,260-24,260-100%$584.2K———
PIN OAK Investment Advisors Inc
N/A—24,253-24,253-100%$584.0K———
Hills Bank & Trust Co
N/A—24,108-24,108-100%$580.5K———
Samara Investment Management, LLC
N/A—24,092-24,092-100%$580.1K———
Defiance ETFs, LLC
N/A—23,994-23,994-100%$573.0K———
Knightsbridge Asset Management, LLC
N/A—23,871-23,871-100%$574.8K———
Atalanta Sosnoff Capital, LLC
N/A—23,858-23,858-100%$574.5K———
Walter & Keenan Wealth Management LLC
N/A—23,803-23,803-100%$573.2K———
Roundview Capital LLC
N/A—23,438-23,438-100%$564.4K———
TRB Wealth Management, LLC
N/A—23,389-23,389-100%$563.2K———
Advance Capital Management, Inc.
N/A—23,042-23,042-100%$554.9K———
White Knight Strategic Wealth Advisors, LLC
N/A—22,957-22,957-100%$552.8K———
Checchi Capital Advisers, LLC
N/A—22,917-22,917-100%$551.8K———
Jaffetilchin Investment Partners, LLC
N/A—22,836-22,836-100%$549.9K———
Vantus Wealth LLC
N/A—22,727-22,727-100%$547.3K———
Baron Silver Stevens Financial Advisors, LLC
N/A—22,560-22,560-100%$543.2K———
Quest Investment Management LLC
N/A—22,370-22,370-100%$538.7K———
Crabel Capital Management, LLC
N/A—22,355-22,355-100%$538.3K———
Mission Creek Capital Partners, Inc.
N/A—22,248-22,248-100%$354.6K———
Arcadia Wealth Management, Inc.
N/A—22,043-22,043-100%$530.8K———
Harbour Investment Management LLC
N/A—22,010-22,010-100%$530.0K———
Estate Counselors, LLC
N/A—22,000-22,000-100%$529.8K———
American Alpha Advisors, LLC
N/A—21,991-21,991-100%$529.5K———
Heartland Bank & Trust Co
N/A—21,716-21,716-100%$522.9K———
Paradigm Capital Management, LLC
N/A—21,699-21,699-100%$523.0K———
Summit Wealth Partners, LLC
N/A—21,656-21,656-100%$521.5K———
MJP Associates Inc
N/A—21,634-21,634-100%$521.0K———
Members Trust Co
N/A—21,621-21,621-100%$520.6K———
Tyche Wealth Partners LLC
N/A—21,503-21,503-100%$517.8K———
Vantage Point Financial LLC
N/A—21,406-21,406-100%$515.4K———
Granite Harbor Advisors, Inc.
N/A—21,404-21,404-100%$515.4K———
Bulltick Wealth Management, LLC
N/A—21,389-21,389-100%$515.0K———
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A—21,370-21,370-100%$514.6K———
Kera Capital Partners, Inc.
N/A—21,323-21,323-100%$513.5K———
Sciencast Management LP
N/A—21,230-21,230-100%$511.2K———
Continuum Advisory, LLC
N/A—21,218-21,218-100%$510.9K———
Cura Wealth Advisors, LLC
N/A—21,140-21,140-100%$509.1K———
Wellspring Financial Advisors, LLC
N/A—21,099-21,099-100%$147.0K———
Kiley Juergens Wealth Management, LLC
N/A—20,957-20,957-100%$504.7K———
Quotient Wealth Partners, LLC
N/A—20,928-20,928-100%$503.9K———
Oxford Wealth Group, LLC
N/A—20,531-20,531-100%$494.4K———
Garden State Investment Advisory Services LLC
N/A—20,511-20,511-100%$493.9K———
Trustmark Bank Trust Department
N/A—20,508-20,508-100%$493.8K———
Spartan Wealth Advisory Services LLC
N/A—20,441-20,441-100%$492.2K———
Voleon Capital Management LP
N/A—20,295-20,295-100%$488.7K———
Stonebridge Capital Advisors LLC
N/A—20,095-20,095-100%$483.9K———
Beckerman Institutional, LLC
N/A—20,024-20,024-100%$482.2K———
Chelsea Counsel Co
N/A—20,000-20,000-100%$481.6K———
CM Management, LLC
N/A—20,000-20,000-100%$481.6K———
Tevis Investment Management
N/A—20,000-20,000-100%$481.6K———
Anchor Bay Capital, Inc.
N/A—19,965-19,965-100%$548.6K———
Rogco, LP
N/A—19,940-19,940-100%$480.2K———
One Capital Management, LLC
N/A—19,935-19,935-100%$559.8K———
Gateway Wealth Partners, LLC
N/A—19,883-19,883-100%$478.8K———
Brookwood Investment Group LLC
N/A—19,737-19,737-100%$475.3K———
Stokes Family Office, LLC
N/A—19,636-19,636-100%$472.8K———
PeakShares LLC
N/A—19,551-19,551-100%$470.8K———
Carmignac Gestion
N/A—19,475-19,475-100%$469.0K———
Caitlin John, LLC
N/A—19,323-19,323-100%$465.3K———
Boxwood Ventures, Inc.
N/A—19,248-19,248-100%$469.1K———
Leigh Baldwin & Co., LLC
N/A—19,135-19,135-100%$460.8K———
Bluefin Capital Management, LLC
N/A—19,056-19,056-100%$458.9K———
Cofg Advisors, LLC
N/A—19,000-19,000-100%$457.5K———
Acorns Advisers, LLC
N/A—18,973-18,973-100%$457.0K———
Claris Advisors, LLC / MO /
N/A—18,880-18,880-100%$454.6K———
Perennial Investment Advisors, LLC
N/A—18,794-18,794-100%$452.5K———
CMT Capital Markets Trading GmbH
N/A—18,782-18,782-100%$452.0K———
BBR Partners, LLC
N/A—18,751-18,751-100%$451.5K———
PCM Encore, LLC
N/A—18,738-18,738-100%$451.2K———
Mars Jewett Financial Group, Inc.
N/A—18,737-18,737-100%$451.2K———
Steffes Financial, Ltd.
N/A—18,733-18,733-100%$451.1K———
Seeds Investor LLC
N/A—18,646-18,646-100%$449.0K———
Alphadyne Asset Management LP
N/A—18,508-18,508-100%$445.7K———
Wealthquest Corp
N/A—18,507-18,507-100%$445.7K———
RD Lewis Holdings, Inc.
N/A—18,387-18,387-100%$494.2K———
Engineers Gate Manager LP
N/A—18,300-18,300-100%$440.7K———
Round Rock Advisors LLC
N/A—18,270-18,270-100%$439.9K———
Forum Finance Group S.A.
N/A—18,230-18,230-100%$355———
RNC Capital Management LLC
N/A—18,215-18,215-100%$438.6K———
Forefront Analytics, LLC
N/A—18,210-18,210-100%$438.5K———
Crews Bank & Trust
N/A—18,187-18,187-100%$437.9K———
Keebeck Wealth Management
N/A—17,946-17,946-100%$432.2K———
Transamerica Financial Advisors, LLC
N/A—17,910-17,910-100%$431.3K———
Bank OZK
N/A—17,887-17,887-100%$430.7K———
Allred Capital Management, LLC
N/A—17,760-17,760-100%$427.7K———
LRI Investments, LLC
N/A—17,688-17,688-100%$425.9K———
Northstar Financial Companies, Inc.
N/A—17,634-17,634-100%$424.6K———
Prestige Wealth Management Group LLC
N/A—17,600-17,600-100%$423.8K———
Schrum Private Wealth Management LLC
N/A—17,561-17,561-100%$483.9K———
one8zero8, LLC
N/A—17,522-17,522-100%$421.9K———
First Commonwealth Financial Corp
N/A—17,457-17,457-100%$420.4K———
Rexford Capital Inc
N/A—17,445-17,445-100%$420.1K———
Elk River Wealth Management LLC
N/A—17,404-17,404-100%$419.1K———
Lafayette Investments, Inc.
N/A—17,215-17,215-100%$414.5K———
Cambient Family Office, LLC
N/A—17,084-17,084-100%$411.4K———
London Co of Virginia
N/A—17,061-17,061-100%$410.8K———
FAS Wealth Partners, Inc.
N/A—17,043-17,043-100%$410.4K———
Financial Engines Advisors L.L.C.
N/A—16,987-16,987-100%$409.0K———
Aspire Growth Partners LLC
N/A—16,975-16,975-100%$408.8K———
Pettyjohn, Wood & White, Inc
N/A—16,798-16,798-100%$404.5K———
FourThought Financial Partners, LLC
N/A—16,740-16,740-100%$403.1K———
Alteri Wealth LLC
N/A—16,607-16,607-100%$399.9K———
Ironvine Capital Partners, LLC
N/A—16,600-16,600-100%$399.7K———
Severin Investments, LLC
N/A—16,515-16,515-100%$397.7K———
Red Door Wealth Management, LLC
N/A—16,501-16,501-100%$397.3K———
City National Bank of Florida
N/A—16,295-16,295-100%$392.4K———
Magnolia Capital Advisors LLC
N/A—16,265-16,265-100%$391.7K———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—16,236-16,236-100%$391.0K———
Orion Investment Co
N/A—16,206-16,206-100%$390.2K———
Groupe la Francaise
N/A—16,100-16,100-100%$366.7K———
Element Wealth, LLC
N/A—16,048-16,048-100%$386.4K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—16,031-16,031-100%$386.0K———
Jackson Thornton Wealth Management, LLC
N/A—15,962-15,962-100%$384.4K———
Wrapmanager Inc
N/A—15,875-15,875-100%$382.3K———
Twin Lakes Capital Management, LLC
N/A—15,868-15,868-100%$382.1K———
Weik Capital Management
N/A—15,650-15,650-100%$376.9K———
Cyber Hornet ETFs LLC
N/A—15,526-15,526-100%$373.9K———
CFO4Life Group, LLC
N/A—15,403-15,403-100%$370.9K———
Medallion Wealth Advisors, LLC
N/A—15,343-15,343-100%$376.1K———
Beacon Investment Advisors LLC
N/A—15,327-15,327-100%$369.1K———
CIM Investment Management Inc
N/A—15,291-15,291-100%$368.2K———
Family Manage LLC
N/A—15,274-15,274-100%$367.8K———
Trexquant Investment LP
N/A—15,266-15,266-100%$367.6K———
Sompo Asset Management Co., Ltd.
N/A—15,210-15,210-100%$366.3K———
IMA Advisory Services, Inc.
N/A—15,178-15,178-100%$365.5K———
Regatta Research & Money Management
N/A—15,106-15,106-100%$363.7K———
Sagewood Asset Management LP
N/A—15,105-15,105-100%$363.7K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—15,038-15,038-100%$362.1K———
Ames National Corp
N/A—15,027-15,027-100%$363.9K———
Pitcairn Wealth Advisors LLC
N/A—14,921-14,921-100%$359.3K———
Basecamp Wealth Advisors LLC
N/A—14,832-14,832-100%$357.2K———
Denver Wealth Management, Inc.
N/A—14,745-14,745-100%$355.1K———
North Dallas Bank & Trust Co
N/A—14,648-14,648-100%$352.7K———
Zevin Asset Management LLC
N/A—14,641-14,641-100%$352.6K———
CVA Family Office, LLC
N/A—14,609-14,609-100%$351.8K———
Capital Analysts, LLC
N/A—14,560-14,560-100%$351.0K———
Zhang Financial LLC
N/A—14,553-14,553-100%$350.4K———
Aventura Private Wealth, LLC
N/A—14,517-14,517-100%$349.6K———
Keel Point, LLC
N/A—14,485-14,485-100%$348.8K———
Summitry LLC
N/A—14,386-14,386-100%$346.4K———
Dopkins Wealth Management, LLC
N/A—14,258-14,258-100%$343.3K———
South Plains Financial, Inc.
N/A—14,247-14,247-100%$342.9K———
GTS Securities LLC
N/A—14,176-14,176-100%$341.4K———
Old North State Trust, LLC
N/A—14,130-14,130-100%$340.0K———
LaSalle St. Investment Advisors, LLC
N/A—14,076-14,076-100%$338.9K———
East Coast Asset Management, Llc.
N/A—14,026-14,026-100%$337.7K———
Sykon Capital LLC
N/A—14,014-14,014-100%$337.5K———
Atlanta Consulting Group Advisors, LLC
N/A—13,941-13,941-100%$335.7K———
Stratos Investment Management, LLC
N/A—13,853-13,853-100%$333.6K———
Wallace Advisory Group, LLC
N/A—13,796-13,796-100%$332.2K———
One Wealth Advisors, LLC
N/A—13,732-13,732-100%$330.7K———
Ritter Daniher Financial Advisory LLC / de
N/A—13,663-13,663-100%$329.0K———
CapitalatWork S.A.
N/A—13,657-13,657-100%$329.0K———
Henrickson Nauta Wealth Advisors, Inc.
N/A—13,628-13,628-100%$328.2K———
PSI Advisors, LLC
N/A—13,564-13,564-100%$326.6K———
Cahill Financial Advisors Inc
N/A—13,493-13,493-100%$324.9K———
Atlantic Family Wealth, LLC
N/A—13,486-13,486-100%$324.7K———
GWN Securities Inc.
N/A—13,452-13,452-100%$323.9K———
Proficio Capital Partners LLC
N/A—13,440-13,440-100%$323.6K———
Aimz Investment Advisors, LLC
N/A—13,414-13,414-100%$323.0K———
Hurricane Capital Advisors LLC
N/A—13,350-13,350-100%$321.5K———
CarsonAllaria Wealth Management, Ltd.
N/A—13,244-13,244-100%$318.9K———
Alan B Lancz & Associates, Inc.
N/A—13,194-13,194-100%$317.7K———
First American Trust, FSB
N/A—13,118-13,118-100%$315.9K———
C M Bidwell & Associates LTD
N/A—13,108-13,108-100%$315.6K———
Empirical Asset Management, LLC
N/A—13,097-13,097-100%$315.4K———
Spwm Advisors LLC
N/A—13,097-13,097-100%$328.1K———
Core Alternative Capital
N/A—13,063-13,063-100%$314.6K———
Crewe Advisors LLC
N/A—13,048-13,048-100%$314.2K———
Concorde Asset Management, LLC
N/A—12,833-12,833-100%$309.0K———
Ameriflex Group, Inc.
N/A—12,810-12,810-100%$308.5K———
Vanguard National Trust Co
N/A—12,807-12,807-100%$308.4K———
Tradition Wealth Management, LLC
N/A—12,782-12,782-100%$307.8K———
Mark Sheptoff Financial Planning, LLC
N/A—12,734-12,734-100%$306.6K———
Sovereign Financial Group, Inc.
N/A—12,604-12,604-100%$303.5K———
Davis R M Inc
N/A—12,484-12,484-100%$300.6K———
Trustco Bank Corp N Y
N/A—12,481-12,481-100%$300.5K———
US Asset Management LLC
N/A—12,415-12,415-100%$299.0K———
Novak & Powell Financial Services, Inc.
N/A—12,394-12,394-100%$298.5K———
Cape COD Five Cents Savings Bank
N/A—12,254-12,254-100%$295.1K———
CM Wealth Advisors LLC
N/A—12,150-12,150-100%$292.6K———
Resolute Capital, LLC
N/A—12,089-12,089-100%$291.1K———
Aberdeen Wealth Management LLC
N/A—12,072-12,072-100%$290.7K———
Boston Research & Management Inc
N/A—12,009-12,009-100%$289.2K———
Canal Capital Management, LLC
N/A—11,866-11,866-100%$285.7K———
JPL Wealth Management, LLC
N/A—11,838-11,838-100%$285.0K———
Adams Wealth Management
N/A—11,690-11,690-100%$281.5K———
CacheTech Inc.
N/A—11,690-11,690-100%$281.5K———
Estate Planners Group, LLC
N/A—11,661-11,661-100%$280.8K———
American Trust
N/A—11,643-11,643-100%$280.4K———
Maridea Wealth Management LLC
N/A—11,639-11,639-100%$280.3K———
Lcnb Corp
N/A—11,614-11,614-100%$279.7K———
American Money Management, LLC
N/A—11,605-11,605-100%$279.5K———
Satovsky Asset Management LLC
N/A—11,584-11,584-100%$278.9K———
Goepper Burkhardt LLC
N/A—11,561-11,561-100%$278.4K———
NorthCoast Asset Management LLC
N/A—11,508-11,508-100%$277.1K———
Paradigm Capital Management Inc
N/A—11,400-11,400-100%$274.5K———
Dover Advisors, LLC
N/A—11,398-11,398-100%$283.8K———
Phillips Wealth Planners LLC
N/A—11,382-11,382-100%$274.0K———
Bank of Nova Scotia Trust Co
N/A—11,243-11,243-100%$270.7K———
Swan Capital LLC
N/A—11,171-11,171-100%$269.0K———
Stonebridge Financial Group, LLC
N/A—11,147-11,147-100%$268.0K———
Iron Gate Global Advisors LLC
N/A—11,146-11,146-100%$268.4K———
Khazanah Nasional Berhad
N/A—11,140-11,140-100%$268.3K———
Stonebrook Private Inc.
N/A—11,109-11,109-100%$267.5K———
Aegis Wealth Management LLC
N/A—11,035-11,035-100%$265.7K———
Ellenbecker Investment Group
N/A—11,031-11,031-100%$265.6K———
Hemenway Trust Co LLC
N/A—11,000-11,000-100%$264.9K———
Lbmc Investment Advisors, LLC
N/A—10,922-10,922-100%$263.0K———
Lavaca Capital LLC
N/A—10,873-10,873-100%$261.8K———
FSB Premier Wealth Management, Inc.
N/A—10,856-10,856-100%$261.4K———
Basepoint Wealth LLC
N/A—10,811-10,811-100%$260.3K———
Everpar Advisors LLC
N/A—10,746-10,746-100%$258.8K———
Clarion Wealth Managment Partners, LLC
N/A—10,738-10,738-100%$258.6K———
Prospect Financial Services LLC
N/A—10,711-10,711-100%$257.9K———
Westmount Partners, LLC
N/A—10,594-10,594-100%$255.1K———
Duncan Williams Asset Management, LLC
N/A—10,448-10,448-100%$251.6K———
Tradewinds, Llc.
N/A—10,346-10,346-100%$507.9K———
Wick Capital Partners, LLC
N/A—10,317-10,317-100%$248.4K———
Colter Lewis Investment Partners LLC
N/A—10,195-10,195-100%$245.5K———
Stembrook Asset Management, LLC
N/A—10,191-10,191-100%$245.4K———
CCG Wealth Management, LLC
N/A—10,166-10,166-100%$244.8K———
Bank of Marin
N/A—10,150-10,150-100%$244.4K———
Broadwater Capital Management LLC
N/A—10,117-10,117-100%$243.6K———
RB Capital Management, LLC
N/A—10,083-10,083-100%$242.8K———
Pointe Capital Management LLC
N/A—10,080-10,080-100%$242.7K———
Fortress Private Ledger, LLC
N/A—10,076-10,076-100%$242.6K———
Readystate Asset Management LP
N/A—9,927-9,927-100%$239.0K———
Aspen Wealth Strategies, LLC
N/A—9,832-9,832-100%$236.8K———
SHP Wealth Management
N/A—9,754-9,754-100%$234.9K———
Sargent Investment Group, LLC
N/A—9,550-9,550-100%$230.0K———
Klingenstein Fields & Co LP
N/A—9,547-9,547-100%$229.9K———
Penserra Capital Management LLC
N/A—9,522-9,522-100%$191.0K———
Berger Financial Group, Inc
N/A—9,471-9,471-100%$228.1K———
Jump Financial, LLC
N/A—9,470-9,470-100%$228.0K———
Port Capital LLC
N/A—9,442-9,442-100%$227.4K———
Strategies Wealth Advisors, LLC
N/A—9,439-9,439-100%$227.3K———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—9,436-9,436-100%$227.2K———
Capstone Financial Advisors, Inc.
N/A—9,307-9,307-100%$224.1K———
Charter Research & Investment Group, Inc.
N/A—9,303-9,303-100%$224.0K———
Slagle Financial, LLC
N/A—9,185-9,185-100%$221.2K———
Kelly Lawrence W & Associates Inc
N/A—9,130-9,130-100%$219.9K———
ESL Trust Services, LLC
N/A—9,100-9,100-100%$219.1K———
WJ Financial Advisors LLC
N/A—9,088-9,088-100%$218.8K———
Performance Wealth Partners, LLC
N/A—8,982-8,982-100%$216.3K———
Range Advisory, LLC
N/A—8,891-8,891-100%$214.1K———
Planning Alternatives LTD
N/A—8,876-8,876-100%$213.7K———
SageGuard Financial Group, LLC
N/A—8,858-8,858-100%$213.3K———
Christine Messmer PC
N/A—8,750-8,750-100%$210.7K———
Chilton Investment Co Inc.
N/A—8,662-8,662-100%$208.6K———
Blue Edge Capital, LLC
N/A—8,654-8,654-100%$208.4K———
Liberty Wealth Management LLC
N/A—8,521-8,521-100%$239.2K———
Elkhorn Partners Limited Partnership
N/A—8,500-8,500-100%$204.7K———
Broyhill Asset Management, LLC
N/A—8,500-8,500-100%$204.7K———
First Wilshire Securities Management Inc
N/A—8,487-8,487-100%$204.4K———
Intrepid Financial Planning Group LLC
N/A—8,476-8,476-100%$204.1K———
Baltimore-Washington Financial Advisors, Inc.
N/A—8,401-8,401-100%$202.3K———
FreeGulliver LLC
N/A—8,360-8,360-100%$201.3K———
Tiaa Trust, National Association
N/A—8,240-8,240-100%$198.4K———
BOK Financial Private Wealth, Inc.
N/A—8,084-8,084-100%$194.7K———
Loomis Sayles & Co L P
N/A—7,500-7,500-100%$180.6K———
Silicon Valley Capital Partners
N/A—7,433-7,433-100%$179.0K———
Cary Street Partners Investment Advisory LLC
N/A—7,294-7,294-100%$175.6K———
Optiver Holding B.V.
N/A—7,242-7,242-100%$174.4K———
Fi3 Financial Advisors, LLC
N/A—7,078-7,078-100%$958.3K———
Mpwm Advisory Solutions, LLC
N/A—6,824-6,824-100%$164.3K———
Jackson, Grant Investment Advisers, Inc.
N/A—6,680-6,680-100%$160.9K———
Ankerstar Wealth, LLC
N/A—6,506-6,506-100%$156.7K———
MidFirst Bank
N/A—6,366-6,366-100%$153.3K———
Millstone Evans Group, LLC
N/A—6,243-6,243-100%$150.3K———
HHM Wealth Advisors, LLC
N/A—6,101-6,101-100%$146.9K———
SOA Wealth Advisors, Llc.
N/A—5,991-5,991-100%$144.3K———
Allied Private Wealth LLC
N/A—5,778-5,778-100%$139.0K———
Graticule Asia Macro Advisors LLC
N/A—5,561-5,561-100%$133.9K———
Beaird Harris Wealth Management, LLC
N/A—5,560-5,560-100%$133.9K———
S&T Bank
N/A—5,442-5,442-100%$131.0K———
Pinney & Scofield, Inc.
N/A—5,321-5,321-100%$128.1K———
VSM Wealth Advisory, LLC
N/A—5,210-5,210-100%$125.5K———
Westfuller Advisors, LLC
N/A—5,206-5,206-100%$125.4K———
Fiduciary Financial Advisors
N/A—5,029-5,029-100%$121.0K———
WealthCollab, LLC
N/A—5,017-5,017-100%$120.8K———
Keating Financial Advisory Services, Inc.
N/A—4,601-4,601-100%$110.8K———
Strategic Investment Solutions, Inc.
N/A—4,555-4,555-100%$109.7K———
Napier Financial, LLC
N/A—4,452-4,452-100%$107.2K———
Davis Asset Management, L.P.
N/A—4,428-4,428-100%$106.6K———
HighMark Wealth Management LLC
N/A—4,377-4,377-100%$105.4K———
Kayne Anderson Rudnick Investment Management LLC
N/A—4,274-4,274-100%$102.9K———
GW&K Investment Management, LLC
N/A—4,017-4,017-100%$97.0K———
Chesapeake Asset Management LLC
N/A—4,008-4,008-100%$96.5K———
Prosperity Bancshares Inc
N/A—3,973-3,973-100%$95.7K———
CoreFirst Bank & Trust
N/A—3,811-3,811-100%$91.8K———
Stonehage Fleming Financial Services Holdings Ltd
N/A—3,735-3,735-100%$89.9K———
Fourth Dimension Wealth, LLC
N/A—3,540-3,540-100%$85.2K———
Harvest Fund Management Co., Ltd
N/A—3,539-3,539-100%$85.0K———
Mcguire Capital Advisors Inc
N/A—3,528-3,528-100%$84.9K———
Colonial Trust Advisors
N/A—3,439-3,439-100%$82.8K———
Security National Bank of Sioux City Iowa
N/A—3,173-3,173-100%$76.4K———
Strategic Wealth Partners, Ltd.
N/A—3,169-3,169-100%$76.3K———
Battery Global Advisors, LLC
N/A—3,112-3,112-100%$74.9K———
Castleark Management LLC
N/A—2,971-2,971-100%$71.5K———
Corsicana & Co.
N/A—2,615-2,615-100%$63.0K———
Frazier Financial Advisors, LLC
N/A—2,529-2,529-100%$60.9K———
Tacita Capital Inc
N/A—2,476-2,476-100%$59.6K———
Itau Unibanco Holding S.A.
N/A—2,436-2,436-100%$58.7K———
Synergy Investment Management, LLC
N/A—2,409-2,409-100%$59.2K———
Kemnay Advisory Services Inc.
N/A—2,384-2,384-100%$57.4K———
Measured Wealth Private Client Group, LLC
N/A—2,283-2,283-100%$55.0K———
Front Row Advisors LLC
N/A—2,210-2,210-100%$58.8K———
E Fund Management (Hong Kong) Co., Ltd.
N/A—2,154-2,154-100%$51.9K———
Hillsdale Investment Management Inc.
N/A—2,150-2,150-100%$51.8K———
Parvin Asset Management, LLC
N/A—2,100-2,100-100%$50.6K———
Bank of the Bluegrass & Trust Co.
N/A—2,084-2,084-100%$59.4K———
Tanglewood Legacy Advisors, LLC
N/A—2,072-2,072-100%$49.9K———
Graney & King, LLC
N/A—1,856-1,856-100%$44.7K———
Wellington-Altus USA Inc.
N/A—1,742-1,742-100%$48.9K———
Sachetta, LLC
N/A—1,739-1,739-100%$41.9K———
Nalls Sherbakoff Group, LLC
N/A—1,678-1,678-100%$40.4K———
Boreal Capital Management LLC
N/A—1,664-1,664-100%$40.1K———
Kerr Financial Planning Corp
N/A—1,648-1,648-100%$39.7K———
Bruce G. Allen Investments, LLC
N/A—1,590-1,590-100%$38.3K———
Bellevue Asset Management, LLC
N/A—1,429-1,429-100%$34.4K———
Purpose Unlimited Inc.
N/A—1,398-1,398-100%$33.8K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—1,367-1,367-100%$32.9K———
Richard W. Paul & Associates, LLC
N/A—1,344-1,344-100%$32.4K———
Osbon Capital Management LLC
N/A—1,341-1,341-100%$32.3K———
Rialto Wealth Management, LLC
N/A—1,331-1,331-100%$32.1K———
Abound Financial, LLC
N/A—1,238-1,238-100%$29.8K———
Teachers Insurance & Annuity Association of America
N/A—1,226-1,226-100%$29.5K———
1015 Capital Partners, LLC
N/A—1,196-1,196-100%$28.8K———
Timbuktu Capital Management, LLC
N/A—1,184-1,184-100%$28.5K———
Kilter Group LLC
N/A—1,166-1,166-100%$28.1K———
Ogorek Anthony Joseph
N/A—1,154-1,154-100%$27———
Field & Main Bank
N/A—1,140-1,140-100%$27.5K———
Meeder Asset Management Inc
N/A—1,115-1,115-100%$26.8K———
KEB Asset Management, LLC
N/A—1,084-1,084-100%$26.1K———
TD Capital Management LLC
N/A—1,077-1,077-100%$25.9K———
Financial Gravity Companies, Inc.
N/A—1,035-1,035-100%$24.9K———
Pasadena Private Wealth, LLC
N/A—1,013-1,013-100%$24.4K———
Gould Capital, LLC
N/A—1,000-1,000-100%$24.1K———
Bravera Wealth
N/A—971-971-100%$23.4K———
Avalon Trust Co
N/A—967-967-100%$23.3K———
Leo H. Evart, Inc.
N/A—909-909-100%$21.9K———
HFM Investment Advisors, LLC
N/A—885-885-100%$21.3K———
Hollencrest Capital Management
N/A—881-881-100%$21.2K———
Bernard Wealth Management Corp.
N/A—808-808-100%$19.5K———
Raffa Wealth Management, LLC
N/A—674-674-100%$16.2K———
Cornerstone Financial Management LLC
N/A—670-670-100%$16.1K———
Bard Associates Inc
N/A—650-650-100%$15.7K———
Wiser Advisor Group LLC
N/A—526-526-100%$12.7K———
Harborfront Financial Group LLC
N/A—475-475-100%$11.4K———
Atomic Invest LLC
N/A—387-387-100%$9.4K———
Vision Retirement, LLC
N/A—350-350-100%$8.4K———
Three Bearings Fiduciary Advisors, Inc.
N/A—337-337-100%$8.1K———
Ramirez Asset Management, Inc.
N/A—336-336-100%$8.1K———
Altshuler Shaham Ltd
N/A—311-311-100%$7.5K———
Cbiz Investment Advisory Services, LLC
N/A—303-303-100%$8.5K———
Investors Portfolio Services LLC
N/A—273-273-100%$6.6K———
Quarry LP
N/A—227-227-100%$5.5K———
Aviso Financial Inc.
N/A—215-215-100%$5.2K———
Consultiva Wealth Management, Corp.
N/A—201-201-100%$4.8K———
Westend Capital Management, LLC
N/A—199-199-100%$4.8K———
Game Plan Financial Advisors, LLC
N/A—175-175-100%$4.2K———
Morgan Dempsey Capital Management LLC
N/A—170-170-100%$4.1K———
Copia Wealth Management
N/A—165-165-100%$4.0K———
Orion Capital Management LLC
N/A—150-150-100%$3.6K———
Nova Wealth Management, Inc.
N/A—139-139-100%$3.3K———
VPR Management LLC
N/A—100-100-100%$2.4K———
Seneschal Advisors, LLC
N/A—97-97-100%$2.3K———
Ross\johnson & Associates LLC
N/A—92-92-100%$2.2K———
Bollard Group LLC
N/A—68-68-100%$2———
1 North Wealth Services LLC
N/A—50-50-100%$1.2K———
Benson Wealth Management Inc
N/A—49-49-100%$1.2K———
Vanguard Advisers Inc
N/A—48-48-100%$1.2K———
Cordant, Inc.
N/A—20-20-100%$482———
Top Private Wealth Llc.
N/A—11-11-100%$265———
Financial Life Planners
N/A—7-7-100%$173———
Oakmont Advisory Group, LLC
N/A—00—$0———
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