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Philip Morris International (PM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Bank of New York Mellon Corp
INCREASED
Shares12,073,493 from 11,669,878
Change+403,615 (+3%)
Value$2.3B (+$192.7M)
Filed 2026-11-05
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares6,575,615 from 6,365,306
Change+210,309 (+3%)
Value$1.3B (+$103.2M)
Filed 2026-11-05
Ninety One UK Ltd
DECREASED
Shares6,535,251 from 7,187,028
Change-651,777 (-9%)
Value$1.2B (-$53.1M)
Filed 2026-10-15
Dimensional Fund Advisors LP
INCREASED
Shares3,401,154 from 3,351,198
Change+49,956 (+1%)
Value$649.1M (+$42.7M)
Filed 2026-11-04
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares2,995,029 from 3,013,862
Change-18,833 (-1%)
Value$571.5M (+$26.3M)
Filed 2026-10-29
Truist Financial Corp
INCREASED
Shares2,822,269 from 2,756,892
Change+65,377 (+2%)
Value$538.5M (+$39.8M)
Filed 2026-10-30
MacKenzie Financial Corp
DECREASED
Shares2,526,597 from 2,591,092
Change-64,495 (-2%)
Value$482.1M (+$13.4M)
Filed 2026-11-02
DekaBank Deutsche Girozentrale
DECREASED
Shares2,309,053 from 2,517,673
Change-208,620 (-8%)
Value$447.7K (+$34.2K)
Filed 2026-10-27
Citigroup Inc
DECREASED
Shares2,215,678 from 2,338,733
Change-123,055 (-5%)
Value$422.8M (-$304.4K)
Filed 2026-11-04
Principal Financial Group Inc
DECREASED
Shares1,606,100 from 1,750,422
Change-144,322 (-8%)
Value$306.5M (-$10.2M)
Filed 2026-11-02
Fort Washington Investment Advisors Inc
DECREASED
Shares1,371,443 from 1,414,730
Change-43,287 (-3%)
Value$261.7M (+$5.8M)
Filed 2026-10-15
New York State Teachers Retirement System
DECREASED
Shares1,131,358 from 1,179,085
Change-47,727 (-4%)
Value$215.9K (-$213.1M)
Filed 2026-10-22
Cincinnati Financial Corp
UNCHANGED
Shares1,101,700 from 1,101,700
Change0 (0%)
Value$210.2M (+$10.9M)
Filed 2026-11-03
Canoe Financial LP
DECREASED
Shares1,014,129 from 1,016,158
Change-2,029 (0%)
Value$190.8M (+$7.0M)
Filed 2026-10-21
Fifth Third Bancorp
DECREASED
Shares955,162 from 969,073
Change-13,911 (-1%)
Value$182.3M (+$6.9M)
Filed 2026-11-05
Perpetual Ltd
DECREASED
Shares861,553 from 1,007,836
Change-146,283 (-15%)
Value$164.4M (-$17.9M)
Filed 2026-10-13
Hamlin Capital Management, LLC
INCREASED
Shares832,495 from 634,664
Change+197,831 (+31%)
Value$158.9M (+$44.0M)
Filed 2026-10-08
Vontobel Holding Ltd.
INCREASED
Shares829,422 from 758,564
Change+70,858 (+9%)
Value$158.3M (+$21.0M)
Filed 2026-10-16
Asset Management One Co., Ltd.
INCREASED
Shares815,042 from 805,893
Change+9,149 (+1%)
Value$155.5M (+$9.7M)
Filed 2026-10-27
Retirement Systems of Alabama
DECREASED
Shares757,760 from 788,229
Change-30,469 (-4%)
Value$144.6M (+$2.0M)
Filed 2026-11-04
Assetmark, Inc
DECREASED
Shares735,001 from 742,795
Change-7,794 (-1%)
Value$140.3M (+$5.9M)
Filed 2026-10-21
Creative Planning
INCREASED
Shares660,985 from 623,821
Change+37,164 (+6%)
Value$126.1M (+$13.3M)
Filed 2026-11-02
Caledonia Investments PLC
DECREASED
Shares654,963 from 702,563
Change-47,600 (-7%)
Value$125.0M (-$2.0M)
Filed 2026-10-13
Davenport & Co LLC
DECREASED
Shares654,315 from 662,741
Change-8,426 (-1%)
Value$125.2M (+$5.1M)
Filed 2026-10-14
Pictet Asset Management Holding SA
INCREASED
Shares633,450 from 633,393
Change+57 (+0%)
Value$120.9M (+$6.3M)
Filed 2026-11-03
Calamos Advisors LLC
INCREASED
Shares630,905 from 581,825
Change+49,080 (+8%)
Value$120.4M (+$15.1M)
Filed 2026-11-02
US Bancorp \de\
DECREASED
Shares624,763 from 630,482
Change-5,719 (-1%)
Value$119.2M (+$5.2M)
Filed 2026-11-05
Ninety One North America, Inc.
DECREASED
Shares613,326 from 697,104
Change-83,778 (-12%)
Value$117.0M (-$9.1M)
Filed 2026-10-15
Bahl & Gaynor LLC
DECREASED
Shares592,898 from 593,836
Change-938 (0%)
Value$113.1M (+$5.7M)
Filed 2026-11-05
Exchange Traded Concepts, LLC
INCREASED
Shares589,926 from 457,685
Change+132,241 (+29%)
Value$112.6M (+$29.8M)
Filed 2026-10-28
CIBC Asset Management Inc
INCREASED
Shares535,662 from 474,109
Change+61,553 (+13%)
Value$102.2M (+$16.4M)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares515,421 from 459,315
Change+56,106 (+12%)
Value$99.1M (+$18.9M)
Filed 2026-10-13
AGF Management LTD
DECREASED
Shares507,582 from 541,305
Change-33,723 (-6%)
Value$96.9M (-$1.1M)
Filed 2026-11-03
State of New Jersey Common Pension Fund D
UNCHANGED
Shares504,782 from 504,782
Change0 (0%)
Value$96.3M (+$5.0M)
Filed 2026-11-05
Virginia Retirement Systems ET Al
UNCHANGED
Shares493,600 from 493,600
Change0 (0%)
Value$94.2M (+$4.9M)
Filed 2026-10-28
Strs Ohio
DECREASED
Shares488,340 from 517,238
Change-28,898 (-6%)
Value$93.2M (-$388.5K)
Filed 2026-10-30
Banque Pictet & CIE SA
INCREASED
Shares483,447 from 469,433
Change+14,014 (+3%)
Value$92.3M (+$7.3M)
Filed 2026-10-16
Associated Banc-Corp
DECREASED
Shares482,676 from 514,894
Change-32,218 (-6%)
Value$92.1M (-$1.0M)
Filed 2026-10-30
Ferguson Wellman Capital Management, Inc
INCREASED
Shares480,163 from 476,411
Change+3,752 (+1%)
Value$91.6M (+$5.4M)
Filed 2026-10-05
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED
Shares463,128 from 473,423
Change-10,295 (-2%)
Value$88.4M (+$2.7M)
Filed 2026-10-23
Czech National Bank
INCREASED
Shares447,827 from 443,626
Change+4,201 (+1%)
Value$85.5M (+$5.2M)
Filed 2026-10-13
Arizona State Retirement System
INCREASED
Shares435,695 from 432,462
Change+3,233 (+1%)
Value$83.1M (+$4.9M)
Filed 2026-11-03
iA Global Asset Management Inc.
INCREASED
Shares415,562 from 311,511
Change+104,051 (+33%)
Value$79.3K (-$56.3M)
Filed 2026-10-29
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares406,467 from 355,977
Change+50,490 (+14%)
Value$77.6M (+$13.2M)
Filed 2026-11-03
State of Michigan Retirement System
DECREASED
Shares391,558 from 399,058
Change-7,500 (-2%)
Value$74.7M (+$2.5M)
Filed 2026-10-27
Nisa Investment Advisors, LLC
DECREASED
Shares390,149 from 417,447
Change-27,298 (-7%)
Value$74.4M (-$1.7M)
Filed 2026-10-20
Commonwealth Equity Services, LLC
DECREASED
Shares389,530 from 475,318
Change-85,788 (-18%)
Value$74.3M (-$11.7M)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares372,905 from 310,914
Change+61,991 (+20%)
Value$71.2M (+$14.9M)
Filed 2026-11-02
Keybank National Association
INCREASED
Shares367,303 from 347,253
Change+20,050 (+6%)
Value$70.1M (+$7.3M)
Filed 2026-11-04
Swiss Life Asset Management Ltd
INCREASED
Shares351,755 from 338,521
Change+13,234 (+4%)
Value$67.1M (+$5.9M)
Filed 2026-11-03
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares350,058 from 342,793
Change+7,265 (+2%)
Value$66.8M (+$4.8M)
Filed 2026-10-20
Bank Pictet & Cie (Europe) AG
INCREASED
Shares347,447 from 337,724
Change+9,723 (+3%)
Value$66.3M (+$5.2M)
Filed 2026-10-20
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED
Shares344,351 from 344,243
Change+108 (+0%)
Value$65.7M (+$3.4M)
Filed 2026-11-03
Factory Mutual Insurance Co
DECREASED
Shares338,406 from 394,256
Change-55,850 (-14%)
Value$64.6M (-$6.8M)
Filed 2026-10-30
Daiwa Securities Group Inc.
DECREASED
Shares322,651 from 354,319
Change-31,668 (-9%)
Value$61.6M (-$2.5M)
Filed 2026-10-29
Waters Parkerson & Co., LLC
DECREASED
Shares320,523 from 325,203
Change-4,680 (-1%)
Value$61.2M (+$2.3M)
Filed 2026-11-04
Vaughan David Investments LLC
INCREASED
Shares314,485 from 312,528
Change+1,957 (+1%)
Value$60.0K (-$56.5M)
Filed 2026-11-05
Neos Investment Management LLC
INCREASED
Shares292,786 from 254,266
Change+38,520 (+15%)
Value$55.9M (+$9.9M)
Filed 2026-11-04
Rakuten Investment Management, Inc.
INCREASED
Shares279,750 from 254,918
Change+24,832 (+10%)
Value$54.2M (+$7.6M)
Filed 2026-10-30
IFM Investors Pty Ltd
INCREASED
Shares279,304 from 268,704
Change+10,600 (+4%)
Value$53.3M (+$4.7M)
Filed 2026-10-14
Midwest Trust Co
INCREASED
Shares276,798 from 274,753
Change+2,045 (+1%)
Value$52.8M (+$3.1M)
Filed 2026-10-22
Amalgamated Bank
DECREASED
Shares270,992 from 278,155
Change-7,163 (-3%)
Value$51.7K (-$50.3M)
Filed 2026-10-23
Xponance LLC
INCREASED
Shares261,515 from 254,991
Change+6,524 (+3%)
Value$49.9M (+$3.8M)
Filed 2026-11-03
Annex Advisory Services, LLC
INCREASED
Shares261,500 from 256,496
Change+5,004 (+2%)
Value$49.9M (+$3.5M)
Filed 2026-10-16
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares256,842 from 244,666
Change+12,176 (+5%)
Value$49.0K (-$44.2M)
Filed 2026-11-02
Cullen T Bankers, Inc.
DECREASED
Shares255,862 from 269,279
Change-13,417 (-5%)
Value$48.8M (+$108.3K)
Filed 2026-10-28
Cincinnati Insurance Co
UNCHANGED
Shares242,435 from 242,435
Change0 (0%)
Value$46.3M (+$2.4M)
Filed 2026-11-03
ProShare Advisors LLC
INCREASED
Shares238,469 from 236,021
Change+2,448 (+1%)
Value$45.5M (+$2.8M)
Filed 2026-10-29
Sterling Capital Management LLC
DECREASED
Shares232,010 from 255,663
Change-23,653 (-9%)
Value$44.3M (-$2.0M)
Filed 2026-10-22
New York Life Investment Management LLC
DECREASED
Shares213,375 from 213,567
Change-192 (0%)
Value$40.7M (+$2.1M)
Filed 2026-11-04
Atria Investments, Inc
INCREASED
Shares196,394 from 176,615
Change+19,779 (+11%)
Value$37.5M (+$5.5M)
Filed 2026-10-15
Adams Diversified Equity Fund, Inc.
UNCHANGED
Shares196,235 from 196,235
Change0 (0%)
Value$37.4M (+$1.9M)
Filed 2026-10-21
Allspring Global Investments Holdings, LLC
INCREASED
Shares193,152 from 184,541
Change+8,611 (+5%)
Value$36.3M (+$3.6M)
Filed 2026-11-04
Oppenheimer Asset Management Inc.
DECREASED
Shares192,379 from 194,006
Change-1,627 (-1%)
Value$36.7M (+$1.6M)
Filed 2026-10-27
Oregon Public Employees Retirement Fund
INCREASED
Shares191,649 from 191,600
Change+49 (+0%)
Value$36.6M (+$1.9M)
Filed 2026-10-30
State of Alaska, Department of Revenue
DECREASED
Shares190,699 from 194,769
Change-4,070 (-2%)
Value$36.4K (-$35.2M)
Filed 2026-10-15
Cortland Associates Inc
DECREASED
Shares186,384 from 191,866
Change-5,482 (-3%)
Value$35.6M (+$856.0K)
Filed 2026-10-29
Mutual of America Capital Management LLC
DECREASED
Shares184,354 from 185,952
Change-1,598 (-1%)
Value$35.2M (+$1.5M)
Filed 2026-10-23
RWC Asset Management LLP
INCREASED
Shares181,778 from 177,837
Change+3,941 (+2%)
Value$34.7M (+$2.5M)
Filed 2026-10-22
Tokio Marine Asset Management Co LTD
INCREASED
Shares176,814 from 176,155
Change+659 (+0%)
Value$33.7M (+$1.9M)
Filed 2026-10-26
Tctc Holdings, LLC
UNCHANGED
Shares173,961 from 173,961
Change0 (0%)
Value$33.2M (+$1.7M)
Filed 2026-11-02
Eagle Global Advisors LLC
DECREASED
Shares168,694 from 168,828
Change-134 (0%)
Value$32.2M (+$1.6M)
Filed 2026-11-02
Busey Bank
DECREASED
Shares167,034 from 167,964
Change-930 (-1%)
Value$31.9M (+$1.5M)
Filed 2026-10-26
Sapient Capital LLC
INCREASED
Shares166,865 from 130,817
Change+36,048 (+28%)
Value$31.8M (+$8.0M)
Filed 2026-10-08
Conning Inc.
DECREASED
Shares162,835 from 163,924
Change-1,089 (-1%)
Value$31.1M (+$1.4M)
Filed 2026-10-27
Americana Partners, LLC
INCREASED
Shares161,053 from 160,578
Change+475 (+0%)
Value$30.7M (+$1.7M)
Filed 2026-10-28
Vise Technologies, Inc.
INCREASED
Shares160,189 from 144,193
Change+15,996 (+11%)
Value$30.6M (+$4.5M)
Filed 2026-10-29
KBC Group NV
INCREASED
Shares158,153 from 147,061
Change+11,092 (+8%)
Value$30.2K (-$26.6M)
Filed 2026-10-22
Choreo, LLC
INCREASED
Shares152,500 from 142,435
Change+10,065 (+7%)
Value$29.1M (+$3.3M)
Filed 2026-10-28
Lido Advisors, LLC
INCREASED
Shares148,483 from 123,240
Change+25,243 (+20%)
Value$28.3M (+$5.9M)
Filed 2026-11-04
Pittenger & Anderson Inc
INCREASED
Shares139,866 from 135,255
Change+4,611 (+3%)
Value$26.7M (+$2.2M)
Filed 2026-11-02
Foster Victor Wealth Advisors, LLC
INCREASED
Shares137,417 from 128,847
Change+8,570 (+7%)
Value$27.6M (+$5.0M)
Filed 2026-10-21
Brookstone Capital Management
DECREASED
Shares135,687 from 139,655
Change-3,968 (-3%)
Value$25.9M (+$626.7K)
Filed 2026-10-22
HB Wealth Management, LLC
INCREASED
Shares129,942 from 104,512
Change+25,430 (+24%)
Value$24.8M (+$5.9M)
Filed 2026-10-23
Weinberger Asset Management, Inc
DECREASED
Shares126,996 from 127,059
Change-63 (0%)
Value$24.2M (-$12.0K)
Filed 2026-10-28
Beese Fulmer Investment Management, Inc.
INCREASED
Shares121,841 from 120,335
Change+1,506 (+1%)
Value$23.2M (+$1.5M)
Filed 2026-10-23
Kinsale Capital Group, Inc.
INCREASED
Shares120,097 from 105,305
Change+14,792 (+14%)
Value$22.9M (+$3.9M)
Filed 2026-11-04
Troy Asset Management Ltd
DECREASED
Shares118,802 from 123,550
Change-4,748 (-4%)
Value$22.7M (+$318.4K)
Filed 2026-10-28
Intact Investment Management Inc.
DECREASED
Shares117,280 from 157,800
Change-40,520 (-26%)
Value$22.4M (-$6.2M)
Filed 2026-11-03
Markel Group Inc.
UNCHANGED
Shares114,500 from 114,500
Change0 (0%)
Value$21.8M (+$1.1M)
Filed 2026-10-30
Investment Management Associates Inc
DECREASED
Shares108,053 from 114,566
Change-6,513 (-6%)
Value$20.6M (-$107.5K)
Filed 2026-10-29
Park Avenue Securities LLC
INCREASED
Shares106,808 from 104,709
Change+2,099 (+2%)
Value$20.4K (-$18.9M)
Filed 2026-10-26
GW Henssler & Associates LTD
DECREASED
Shares105,808 from 107,196
Change-1,388 (-1%)
Value$20.2M (+$797.3K)
Filed 2026-10-26
Carnegie Investment Counsel
DECREASED
Shares104,689 from 105,172
Change-483 (0%)
Value$20.0M (+$950.1K)
Filed 2026-10-20
Illinois Municipal Retirement Fund
DECREASED
Shares104,128 from 109,914
Change-5,786 (-5%)
Value$19.9M (-$14.8K)
Filed 2026-11-05
Cullen Investment Group, Ltd.
INCREASED
Shares103,988 from 95,506
Change+8,482 (+9%)
Value$21.0M (+$3.7M)
Filed 2026-10-13
Foyston, Gordon & Payne Inc
INCREASED
Shares103,481 from 103,084
Change+397 (+0%)
Value$19.7M (+$1.0M)
Filed 2026-11-02
J.W. Cole Advisors, Inc.
DECREASED
Shares98,678 from 98,734
Change-56 (0%)
Value$18.8M (+$967.9K)
Filed 2026-11-05
TrueMark Investments, LLC
INCREASED
Shares96,825 from 85,665
Change+11,160 (+13%)
Value$18.5M (+$3.0M)
Filed 2026-11-05
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares96,692 from 93,226
Change+3,466 (+4%)
Value$18.5M (+$1.6M)
Filed 2026-10-27
Maryland State Retirement & Pension System
INCREASED
Shares95,782 from 84,109
Change+11,673 (+14%)
Value$18.3M (+$3.1M)
Filed 2026-11-05
Thrivent Financial for Lutherans
INCREASED
Shares93,692 from 70,194
Change+23,498 (+33%)
Value$17.9K (-$12.7M)
Filed 2026-11-05
Clifford Swan Investment Counsel LLC
DECREASED
Shares92,785 from 93,457
Change-672 (-1%)
Value$17.7M (+$797.9K)
Filed 2026-11-05
Sky Investment Group LLC
INCREASED
Shares90,464 from 84,858
Change+5,606 (+7%)
Value$17.3M (+$1.9M)
Filed 2026-10-30
Davidson Investment Advisors
DECREASED
Shares90,008 from 114,953
Change-24,945 (-22%)
Value$17.2M (-$3.6M)
Filed 2026-10-20
CFM Wealth Partners LLC
UNCHANGED
Shares89,631 from 89,631
Change0 (0%)
Value$17.1M (+$888.2K)
Filed 2026-11-05
D.A. Davidson & Co.
INCREASED
Shares89,475 from 87,974
Change+1,501 (+2%)
Value$17.1M (+$1.2M)
Filed 2026-10-28
Violich Capital Management, Inc.
INCREASED
Shares88,270 from 86,345
Change+1,925 (+2%)
Value$16.8M (+$1.2M)
Filed 2026-10-05
Central Trust Co
INCREASED
Shares88,166 from 87,796
Change+370 (+0%)
Value$16.8M (+$940.6K)
Filed 2026-11-05
Yousif Capital Management, LLC
DECREASED
Shares88,124 from 89,803
Change-1,679 (-2%)
Value$16.8M (+$569.6K)
Filed 2026-10-22
Channing Capital Management, LLC
INCREASED
Shares87,489 from 64,211
Change+23,278 (+36%)
Value$16.7M (+$5.1M)
Filed 2026-11-02
Hartford Investment Management Co
DECREASED
Shares83,433 from 86,195
Change-2,762 (-3%)
Value$15.9M (+$327.1K)
Filed 2026-11-04
Oliver Luxxe Assets LLC
DECREASED
Shares82,400 from 83,152
Change-752 (-1%)
Value$15.7M (+$680.7K)
Filed 2026-10-14
Farther Finance Advisors, LLC
INCREASED
Shares81,642 from 77,888
Change+3,754 (+5%)
Value$15.6M (+$1.5M)
Filed 2026-10-08
Global X Japan Co., Ltd.
DECREASED
Shares80,584 from 95,612
Change-15,028 (-16%)
Value$15.4M (-$1.9M)
Filed 2026-10-21
Glenview Trust Co
INCREASED
Shares78,998 from 75,762
Change+3,236 (+4%)
Value$15.1M (+$1.4M)
Filed 2026-10-28
First Horizon Corp
INCREASED
Shares78,327 from 78,174
Change+153 (+0%)
Value$14.9M (+$803.9K)
Filed 2026-10-26
Diversify Wealth Management, LLC
INCREASED
Shares78,291 from 76,367
Change+1,924 (+3%)
Value$15.7M (+$708.3K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares78,291 from 76,367
Change+1,924 (+3%)
Value$15.7M (+$708.3K)
Filed 2026-10-20
New Mexico Educational Retirement Board
UNCHANGED
Shares77,411 from 77,411
Change0 (0%)
Value$14.8K (-$14.0M)
Filed 2026-11-05
Louisiana State Employees Retirement System
DECREASED
Shares76,700 from 79,600
Change-2,900 (-4%)
Value$14.6M (+$235.5K)
Filed 2026-10-20
Ritholtz Wealth Management
INCREASED
Shares75,039 from 72,487
Change+2,552 (+4%)
Value$14.3M (+$1.2M)
Filed 2026-11-05
Ascent Group, LLC
DECREASED
Shares74,584 from 77,841
Change-3,257 (-4%)
Value$14.2M (+$150.0K)
Filed 2026-10-30
Capital Investment Advisors, LLC
DECREASED
Shares74,142 from 74,755
Change-613 (-1%)
Value$14.1M (+$623.9K)
Filed 2026-10-22
Concurrent Investment Advisors, LLC
INCREASED
Shares73,825 from 52,588
Change+21,237 (+40%)
Value$14.1M (+$4.6M)
Filed 2026-10-16
Cantor Fitzgerald Investment Advisors L.P.
INCREASED
Shares73,509 from 71,459
Change+2,050 (+3%)
Value$14.0M (+$1.1M)
Filed 2026-10-21
LEE Danner & Bass Inc
INCREASED
Shares73,388 from 73,284
Change+104 (+0%)
Value$14.0M (+$746.1K)
Filed 2026-10-27
TD Private Client Wealth LLC
INCREASED
Shares73,110 from 68,760
Change+4,350 (+6%)
Value$14.0M (+$1.5M)
Filed 2026-10-28
United Asset Strategies, Inc.
INCREASED
Shares73,040 from 71,528
Change+1,512 (+2%)
Value$13.9M (+$997.3K)
Filed 2026-10-28
Cardinal Point Capital Management ULC
DECREASED
Shares72,601 from 73,386
Change-785 (-1%)
Value$13.9M (+$577.5K)
Filed 2026-10-21
Mill Capital Management, LLC
DECREASED
Shares72,056 from 72,222
Change-166 (0%)
Value$13.7M (+$684.0K)
Filed 2026-10-26
SP Asset Management LLC
INCREASED
Shares71,579 from 71,068
Change+511 (+1%)
Value$13.7M (+$801.7K)
Filed 2026-11-05
First National Trust Co
DECREASED
Shares71,519 from 73,522
Change-2,003 (-3%)
Value$13.6M (+$346.4K)
Filed 2026-10-28
Talbot Financial, LLC
INCREASED
Shares71,389 from 71,044
Change+345 (+0%)
Value$13.6M (+$769.9K)
Filed 2026-10-19
Cambiar Investors LLC
NEW
Shares70,000
Change+70,000
Value$13.4M
Filed 2026-11-04
Benedict Financial Advisors Inc
DECREASED
Shares69,312 from 69,528
Change-216 (0%)
Value$13.2M (+$647.9K)
Filed 2026-10-07
TCV Trust & Wealth Management, Inc.
INCREASED
Shares69,307 from 68,464
Change+843 (+1%)
Value$13.2M (+$839.3K)
Filed 2026-10-16
Alps Advisors Inc
INCREASED
Shares67,828 from 61,777
Change+6,051 (+10%)
Value$12.9M (+$1.8M)
Filed 2026-11-03
Pinnacle Associates LTD
DECREASED
Shares67,574 from 67,844
Change-270 (0%)
Value$12.9M (+$620.8K)
Filed 2026-10-20
First Fiduciary Investment Counsel, Inc.
DECREASED
Shares67,365 from 73,942
Change-6,577 (-9%)
Value$12.9K (-$13.4M)
Filed 2026-10-27
Oppenheimer & Co Inc
INCREASED
Shares67,233 from 58,686
Change+8,547 (+15%)
Value$12.8M (+$2.2M)
Filed 2026-10-26
Robeco Institutional Asset Management B.V.
DECREASED
Shares65,848 from 97,873
Change-32,025 (-33%)
Value$12.6M (-$5.1M)
Filed 2026-10-20
Teamwork Financial Advisors, LLC
DECREASED
Shares64,009 from 65,695
Change-1,686 (-3%)
Value$12.2M (+$329.4K)
Filed 2026-10-19
Citizens National Bank Trust Department
DECREASED
Shares63,595 from 63,677
Change-82 (0%)
Value$12.1M (+$615.4K)
Filed 2026-11-04
Meiji Yasuda America Inc
INCREASED
Shares63,226 from 49,789
Change+13,437 (+27%)
Value$12.1M (+$3.1M)
Filed 2026-10-22
Copeland Capital Management, LLC
DECREASED
Shares63,087 from 64,940
Change-1,853 (-3%)
Value$12.0M (+$289.9K)
Filed 2026-10-13
Apollon Wealth Management, LLC
INCREASED
Shares62,431 from 59,303
Change+3,128 (+5%)
Value$11.9M (+$1.2M)
Filed 2026-10-23
Fifth Third Wealth Advisors LLC
DECREASED
Shares62,049 from 63,294
Change-1,245 (-2%)
Value$11.8M (+$389.7K)
Filed 2026-10-22
Cypress Capital Group
INCREASED
Shares61,698 from 58,129
Change+3,569 (+6%)
Value$11.8M (+$1.3M)
Filed 2026-11-03
Univest Financial Corp
DECREASED
Shares60,839 from 71,404
Change-10,565 (-15%)
Value$11.6M (-$1.3M)
Filed 2026-11-05
Viking Fund Management LLC
INCREASED
Shares60,000 from 30,000
Change+30,000 (+100%)
Value$11.4M (+$6.0M)
Filed 2026-10-14
Linscomb Wealth, Inc.
DECREASED
Shares58,996 from 60,146
Change-1,150 (-2%)
Value$11.3M (+$376.6K)
Filed 2026-11-05
Turtle Creek Wealth Advisors, LLC
INCREASED
Shares58,639 from 54,340
Change+4,299 (+8%)
Value$11.2M (+$1.4M)
Filed 2026-10-15
Elevation Point Wealth Partners, LLC
INCREASED
Shares57,523 from 56,673
Change+850 (+2%)
Value$11.0M (+$688.6K)
Filed 2026-11-05
Meyer Handelman Co
UNCHANGED
Shares57,339 from 57,339
Change0 (0%)
Value$10.9M (+$567.8K)
Filed 2026-10-28
Quilter Plc
DECREASED
Shares56,922 from 57,747
Change-825 (-1%)
Value$10.9M (+$414.8K)
Filed 2026-10-21
Narwhal Capital Management
DECREASED
Shares56,547 from 57,529
Change-982 (-2%)
Value$10.8M (+$382.7K)
Filed 2026-11-04
Sagespring Wealth Partners, LLC
INCREASED
Shares56,267 from 53,981
Change+2,286 (+4%)
Value$10.7M (+$971.2K)
Filed 2026-10-22
First Citizens Bank & Trust Co
INCREASED
Shares56,047 from 50,839
Change+5,208 (+10%)
Value$10.7M (+$1.5M)
Filed 2026-10-14
CoreCap Advisors, LLC
INCREASED
Shares54,981 from 51,968
Change+3,013 (+6%)
Value$10.5M (+$1.1M)
Filed 2026-10-08
Oak Harvest Investment Services
INCREASED
Shares54,957 from 52,446
Change+2,511 (+5%)
Value$10.5M (+$998.8K)
Filed 2026-10-20
Gamma Investing LLC
INCREASED
Shares53,168 from 49,012
Change+4,156 (+8%)
Value$10.1M (+$1.3M)
Filed 2026-10-08
Searle & Co.
DECREASED
Shares53,001 from 56,401
Change-3,400 (-6%)
Value$10.1M (-$89.9K)
Filed 2026-11-04
Regions Financial Corp
DECREASED
Shares52,546 from 53,493
Change-947 (-2%)
Value$10.0M (+$349.4K)
Filed 2026-11-05
Sanders Morris Harris LLC
INCREASED
Shares52,001 from 36,300
Change+15,701 (+43%)
Value$9.9M (+$3.3M)
Filed 2026-10-14
Veritas Asset Management LLP
UNCHANGED
Shares51,387 from 51,387
Change0 (0%)
Value$9.8M (+$509.2K)
Filed 2026-11-05
Kestra Private Wealth Services, LLC
INCREASED
Shares51,375 from 44,377
Change+6,998 (+16%)
Value$9.8M (+$1.8M)
Filed 2026-10-30
IFP Advisors, Inc
INCREASED
Shares51,049 from 43,201
Change+7,848 (+18%)
Value$9.7M (+$1.9M)
Filed 2026-10-16
TD Waterhouse Canada Inc.
DECREASED
Shares50,713 from 63,181
Change-12,468 (-20%)
Value$9.5M (-$1.7M)
Filed 2026-10-16
Prospera Financial Services Inc
INCREASED
Shares50,287 from 36,505
Change+13,782 (+38%)
Value$10.5M (+$3.9M)
Filed 2026-11-04
Mesirow Financial Investment Management, Inc.
DECREASED
Shares49,963 from 51,473
Change-1,510 (-3%)
Value$9.5M (+$222.3K)
Filed 2026-11-05
Private Management Group Inc
DECREASED
Shares48,442 from 53,636
Change-5,194 (-10%)
Value$9.2M (-$459.6K)
Filed 2026-11-04
North Dakota State Investment Board
INCREASED
Shares47,765 from 46,328
Change+1,437 (+3%)
Value$9.1M (+$733.3K)
Filed 2026-10-27
B. Metzler seel. Sohn & Co. AG
INCREASED
Shares47,608 from 47,342
Change+266 (+1%)
Value$9.1M (+$519.9K)
Filed 2026-10-30
Ethic Inc.
INCREASED
Shares47,451 from 44,092
Change+3,359 (+8%)
Value$9.1M (+$1.1M)
Filed 2026-11-03
Klein Pavlis & Peasley Financial, Inc.
INCREASED
Shares46,325 from 44,808
Change+1,517 (+3%)
Value$8.8M (+$733.5K)
Filed 2026-10-13
Asset Planning Services Inc
DECREASED
Shares46,040 from 46,595
Change-555 (-1%)
Value$8.8K (-$8.4M)
Filed 2026-10-15
Csenge Advisory Group
INCREASED
Shares45,937 from 43,892
Change+2,045 (+5%)
Value$8.8M (+$825.1K)
Filed 2026-11-04
Euro Pacific Asset Management, LLC
DECREASED
Shares45,673 from 45,877
Change-204 (0%)
Value$8.7M (+$8.7M)
Filed 2026-11-03
Altrius Capital Management Inc
INCREASED
Shares45,324 from 44,148
Change+1,176 (+3%)
Value$8.6M (+$662.0K)
Filed 2026-11-05
Norden Group LLC
DECREASED
Shares44,951 from 46,136
Change-1,185 (-3%)
Value$8.6M (+$231.4K)
Filed 2026-10-20
Peterson Wealth Services
INCREASED
Shares44,819 from 44,271
Change+548 (+1%)
Value$8.6M (+$543.2K)
Filed 2026-10-26
Assenagon Asset Management S.A.
DECREASED
Shares44,723 from 788,905
Change-744,182 (-94%)
Value$8.5M (-$134.2M)
Filed 2026-10-15
Mengis Capital Management, Inc.
INCREASED
Shares44,607 from 44,262
Change+345 (+1%)
Value$8.5M (+$504.5K)
Filed 2026-10-13
FFG Partners, LLC
NEW
Shares44,550
Change+44,550
Value$8.5M
Filed 2026-10-15
Kennon-Green & Company, LLC
DECREASED
Shares44,102 from 46,500
Change-2,398 (-5%)
Value$8.4M (+$3.2K)
Filed 2026-10-05
Apella Capital, LLC
INCREASED
Shares44,042 from 42,100
Change+1,942 (+5%)
Value$8.5M (+$580.4K)
Filed 2026-10-08
Cohen Klingenstein LLC
UNCHANGED
Shares43,679 from 43,679
Change0 (0%)
Value$8.3M (+$432.9K)
Filed 2026-10-15
Hosking Partners LLP
DECREASED
Shares43,640 from 43,937
Change-297 (-1%)
Value$8.3M (+$378.7K)
Filed 2026-10-21
Investmark Advisory Group LLC
INCREASED
Shares43,471 from 42,661
Change+810 (+2%)
Value$8.3M (+$577.6K)
Filed 2026-10-27
Patriot Financial Group Insurance Agency, LLC
DECREASED
Shares43,383 from 45,816
Change-2,433 (-5%)
Value$8.3M (-$9.5K)
Filed 2026-10-14
Ardent Capital Management, Inc.
DECREASED
Shares43,147 from 43,836
Change-689 (-2%)
Value$8.2M (+$302.9K)
Filed 2026-10-16
Wedmont Private Capital
INCREASED
Shares43,095 from 36,545
Change+6,550 (+18%)
Value$8.6M (+$2.0M)
Filed 2026-10-09
Williams Jones Wealth Management, Llc.
INCREASED
Shares42,898 from 42,448
Change+450 (+1%)
Value$8.2M (+$506.5K)
Filed 2026-11-05
Florida Trust Wealth Management Co
INCREASED
Shares42,889 from 41,396
Change+1,493 (+4%)
Value$8.2M (+$695.1K)
Filed 2026-11-05
Equitable Trust Co
DECREASED
Shares42,337 from 43,449
Change-1,112 (-3%)
Value$8.1M (+$218.4K)
Filed 2026-10-13
Ninety One SA (PTY) Ltd
DECREASED
Shares42,298 from 68,510
Change-26,212 (-38%)
Value$8.1M (-$4.4M)
Filed 2026-10-15
Ridgepath Capital Management LLC
INCREASED
Shares42,179 from 41,859
Change+320 (+1%)
Value$8.0M (+$475.8K)
Filed 2026-10-29
Deltec Asset Management LLC
DECREASED
Shares41,938 from 42,089
Change-151 (0%)
Value$8.0M (+$388.3K)
Filed 2026-10-26
Strategy Asset Managers LLC
DECREASED
Shares41,339 from 46,133
Change-4,794 (-10%)
Value$7.9M (-$457.6K)
Filed 2026-10-14
3Chopt Investment Partners, LLC
INCREASED
Shares41,105 from 39,383
Change+1,722 (+4%)
Value$7.8M (+$661.1K)
Filed 2026-10-30
Sowell Financial Services LLC
DECREASED
Shares41,015 from 43,246
Change-2,231 (-5%)
Value$7.8M (+$2.9K)
Filed 2026-10-23
MGO One Seven LLC
DECREASED
Shares40,993 from 44,967
Change-3,974 (-9%)
Value$7.8M (-$312.6K)
Filed 2026-10-28
Savoir Faire Capital Management, L.P.
DECREASED
Shares40,847 from 52,754
Change-11,907 (-23%)
Value$7.8M (-$1.7M)
Filed 2026-11-03
Generali Asset Management SPA SGR
DECREASED
Shares40,796 from 40,948
Change-152 (0%)
Value$7.8M (+$376.8K)
Filed 2026-10-26
AlphaCore Capital LLC
INCREASED
Shares40,048 from 38,226
Change+1,822 (+5%)
Value$7.6M (+$726.5K)
Filed 2026-11-04
Compound Planning, Inc.
INCREASED
Shares40,029 from 21,306
Change+18,723 (+88%)
Value$7.6M (+$3.8M)
Filed 2026-11-05
Frank, Rimerman Advisors LLC
INCREASED
Shares39,583 from 30,842
Change+8,741 (+28%)
Value$7.6M (+$2.0M)
Filed 2026-10-16
Citadel Investment Advisory, Inc.
INCREASED
Shares39,455 from 39,030
Change+425 (+1%)
Value$7.5M (+$468.0K)
Filed 2026-10-15
Tufton Capital Management
DECREASED
Shares39,357 from 39,565
Change-208 (-1%)
Value$7.5K (-$7.1M)
Filed 2026-10-20
Quadrant Capital Group LLC
INCREASED
Shares39,176 from 39,142
Change+34 (+0%)
Value$7.8M (+$726.2K)
Filed 2026-10-20
Cornerstone Wealth Group, LLC
INCREASED
Shares39,046 from 38,313
Change+733 (+2%)
Value$7.5M (+$519.5K)
Filed 2026-11-02
Greenleaf Trust
INCREASED
Shares37,877 from 37,425
Change+452 (+1%)
Value$7.2M (+$457.1K)
Filed 2026-10-29
Procyon Advisors, LLC
DECREASED
Shares37,760 from 38,068
Change-308 (-1%)
Value$7.2M (+$318.3K)
Filed 2026-10-21
Hourglass Capital, LLC
DECREASED
Shares37,514 from 37,624
Change-110 (0%)
Value$7.2M (+$351.9K)
Filed 2026-10-26
Heritage Investors Management Corp
DECREASED
Shares37,220 from 37,804
Change-584 (-2%)
Value$7.1K (-$6.8M)
Filed 2026-10-29
King Luther Capital Management Corp
DECREASED
Shares36,475 from 37,515
Change-1,040 (-3%)
Value$7.0M (+$173.3K)
Filed 2026-11-05
Applied Finance Capital Management, LLC
DECREASED
Shares36,319 from 40,140
Change-3,821 (-10%)
Value$6.9M (-$331.3K)
Filed 2026-11-03
Principle Wealth Partners LLC
INCREASED
Shares35,756 from 35,368
Change+388 (+1%)
Value$6.8M (+$424.5K)
Filed 2026-11-02
Globalt Investments LLC / GA
DECREASED
Shares35,733 from 36,636
Change-903 (-2%)
Value$6.8M (+$190.8K)
Filed 2026-10-27
Krilogy Financial LLC
INCREASED
Shares35,444 from 30,335
Change+5,109 (+17%)
Value$7.2M (+$1.7M)
Filed 2026-10-13
Hennessy Advisors Inc
UNCHANGED
Shares35,300 from 35,300
Change0 (0%)
Value$6.7M (+$349.8K)
Filed 2026-10-28
Signaturefd, LLC
INCREASED
Shares35,172 from 31,730
Change+3,442 (+11%)
Value$6.7M (+$971.1K)
Filed 2026-10-23
Hennion & Walsh Asset Management, Inc.
DECREASED
Shares34,609 from 37,012
Change-2,403 (-6%)
Value$6.6M (-$91.8K)
Filed 2026-10-13
Valeo Financial Advisors, LLC
INCREASED
Shares34,235 from 32,723
Change+1,512 (+5%)
Value$6.5M (+$612.9K)
Filed 2026-10-08
CFC Planning Co LLC
INCREASED
Shares33,500 from 31,698
Change+1,802 (+6%)
Value$6.4M (+$658.1K)
Filed 2026-10-28
Fulton Bank, N.A.
INCREASED
Shares33,335 from 32,727
Change+608 (+2%)
Value$6.4M (+$440.3K)
Filed 2026-10-14
Orca Wealth Management, LLC
INCREASED
Shares33,192 from 32,450
Change+742 (+2%)
Value$6.3M (+$463.2K)
Filed 2026-10-14
First Bank & Trust
INCREASED
Shares32,950 from 30,928
Change+2,022 (+7%)
Value$6.3M (+$692.3K)
Filed 2026-10-19
Prosperitas Financial LLC
INCREASED
Shares32,835 from 30,745
Change+2,090 (+7%)
Value$6.3M (+$703.7K)
Filed 2026-10-28
Cincinnati Specialty Underwriters Insurance Co
UNCHANGED
Shares32,620 from 32,620
Change0 (0%)
Value$6.2M (+$323.3K)
Filed 2026-11-03
Confluence Wealth Services, Inc.
INCREASED
Shares32,563 from 28,370
Change+4,193 (+15%)
Value$6.2M (+$1.1M)
Filed 2026-11-05
Fideuram Asset Management (Ireland) dac
DECREASED
Shares32,486 from 59,920
Change-27,434 (-46%)
Value$6.2M (-$4.3M)
Filed 2026-10-29
Citizens Financial Group Inc
DECREASED
Shares32,402 from 33,364
Change-962 (-3%)
Value$6.2M (+$147.1K)
Filed 2026-10-23
Beverly Hills Private Wealth, LLC
INCREASED
Shares32,332 from 29,510
Change+2,822 (+10%)
Value$6.2M (+$830.9K)
Filed 2026-11-04
StoneX Group Inc.
INCREASED
Shares31,914 from 29,703
Change+2,211 (+7%)
Value$6.1M (+$672.4K)
Filed 2026-11-03
Brighton Jones LLC
INCREASED
Shares31,888 from 31,276
Change+612 (+2%)
Value$6.1M (+$426.6K)
Filed 2026-11-03
Vest Financial, LLC
DECREASED
Shares31,871 from 32,232
Change-361 (-1%)
Value$6.1M (+$250.5K)
Filed 2026-10-21
Wilmington Savings Fund Society, FSB
DECREASED
Shares31,850 from 32,946
Change-1,096 (-3%)
Value$6.1M (+$117.4K)
Filed 2026-10-23
Bokf, NA
DECREASED
Shares31,279 from 33,319
Change-2,040 (-6%)
Value$6.0M (-$59.1K)
Filed 2026-10-27
Daymark Wealth Partners, LLC
INCREASED
Shares31,066 from 26,883
Change+4,183 (+16%)
Value$5.9M (+$1.1M)
Filed 2026-11-04
Harbor Capital Advisors, Inc.
INCREASED
Shares31,000 from 30,868
Change+132 (+0%)
Value$5.9K (-$5.6M)
Filed 2026-10-22
Philadelphia Trust Co
DECREASED
Shares30,191 from 30,436
Change-245 (-1%)
Value$5.8K (-$5.5M)
Filed 2026-11-05
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares30,117 from 30,310
Change-193 (-1%)
Value$5.7M (+$263.5K)
Filed 2026-10-05
Tema Etfs LLC
DECREASED
Shares29,842 from 31,005
Change-1,163 (-4%)
Value$5.7M (+$85.3K)
Filed 2026-10-16
Means Investment Co., Inc.
DECREASED
Shares29,840 from 30,295
Change-455 (-1%)
Value$5.7M (+$213.4K)
Filed 2026-11-03
Pekin Hardy Strauss, Inc.
DECREASED
Shares29,800 from 29,938
Change-138 (0%)
Value$5.7M (+$270.4K)
Filed 2026-11-02
RFG Advisory, LLC
INCREASED
Shares29,729 from 23,760
Change+5,969 (+25%)
Value$5.7M (+$1.4M)
Filed 2026-11-03
Hunter Associates Investment Management LLC
INCREASED
Shares29,683 from 29,476
Change+207 (+1%)
Value$5.7K (-$5.3M)
Filed 2026-10-26
Portside Wealth Group, LLC
INCREASED
Shares29,593 from 29,002
Change+591 (+2%)
Value$5.6M (+$400.2K)
Filed 2026-10-20
Parthenon LLC
INCREASED
Shares29,470 from 29,441
Change+29 (+0%)
Value$5.6M (+$297.3K)
Filed 2026-10-22
Jefferies Financial Group Inc.
INCREASED
Shares29,403 from 8,795
Change+20,608 (+234%)
Value$5.6M (+$4.0M)
Filed 2026-11-05
SWS Partners
INCREASED
Shares29,331 from 27,880
Change+1,451 (+5%)
Value$5.6M (+$512.4K)
Filed 2026-10-26
Howard Capital Management Group, LLC
UNCHANGED
Shares29,274 from 29,274
Change0 (0%)
Value$5.6M (+$290.1K)
Filed 2026-10-16
NBT Bank, N.A.
INCREASED
Shares29,246 from 28,974
Change+272 (+1%)
Value$5.6M (+$339.0K)
Filed 2026-10-21
Range Financial Group LLC
INCREASED
Shares29,143 from 28,222
Change+921 (+3%)
Value$5.6M (+$455.5K)
Filed 2026-10-21
Old National Bancorp
DECREASED
Shares28,953 from 31,443
Change-2,490 (-8%)
Value$5.5M (-$163.5K)
Filed 2026-10-20
Cullinan Associates Inc
DECREASED
Shares28,825 from 29,355
Change-530 (-2%)
Value$5.5M (+$189.8K)
Filed 2026-11-03
Prime Capital Investment Advisors, LLC
DECREASED
Shares28,662 from 32,240
Change-3,578 (-11%)
Value$5.5M (-$363.4K)
Filed 2026-10-20
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares28,419 from 28,419
Change0 (0%)
Value$5.1M ($0)
Filed 2026-10-15
Guyasuta Investment Advisors Inc
INCREASED
Shares28,319 from 28,174
Change+145 (+1%)
Value$5.4M (+$306.9K)
Filed 2026-10-15
Larson Financial Group LLC
INCREASED
Shares28,305 from 28,291
Change+14 (+0%)
Value$5.4M (+$283.1K)
Filed 2026-11-05
Gerald Baker Financial Group LLC
UNCHANGED
Shares27,986 from 27,986
Change0 (0%)
Value$5.3M (+$277.3K)
Filed 2026-10-09
First American Bank
INCREASED
Shares27,852 from 25,841
Change+2,011 (+8%)
Value$5.3M (+$639.8K)
Filed 2026-10-27
Ashton Thomas Private Wealth, LLC
INCREASED
Shares27,616 from 27,400
Change+216 (+1%)
Value$5.3M (+$312.7K)
Filed 2026-11-03
Salomon & Ludwin, LLC
DECREASED
Shares27,452 from 27,598
Change-146 (-1%)
Value$5.2M (+$334.6K)
Filed 2026-10-29
Wesbanco Bank Inc
DECREASED
Shares27,411 from 27,935
Change-524 (-2%)
Value$5.2M (+$176.9K)
Filed 2026-11-04
Calamos Wealth Management LLC
INCREASED
Shares26,931 from 5,360
Change+21,571 (+402%)
Value$5.1M (+$4.2M)
Filed 2026-11-02
Verus Financial Partners, Inc.
DECREASED
Shares26,698 from 26,723
Change-25 (0%)
Value$5.1M (+$260.2K)
Filed 2026-10-29
Verdence Capital Advisors LLC
INCREASED
Shares26,565 from 23,953
Change+2,612 (+11%)
Value$5.1M (+$735.8K)
Filed 2026-10-26
Venture Visionary Partners LLC
INCREASED
Shares26,510 from 26,419
Change+91 (+0%)
Value$5.1M (+$278.9K)
Filed 2026-10-07
Retirement Planning Group, LLC
DECREASED
Shares26,506 from 27,785
Change-1,279 (-5%)
Value$5.1M (+$31.3K)
Filed 2026-10-19
AdvisorNet Financial, Inc
INCREASED
Shares26,496 from 26,252
Change+244 (+1%)
Value$5.4M (+$697.9K)
Filed 2026-10-15
Verity & Verity, LLC
DECREASED
Shares26,286 from 26,596
Change-310 (-1%)
Value$5.0M (+$204.4K)
Filed 2026-10-23
O'Domhnaill Enterprises, Inc.
DECREASED
Shares25,834 from 27,630
Change-1,796 (-6%)
Value$4.9M (-$68.9K)
Filed 2026-10-29
Plan Group Financial, LLC
INCREASED
Shares25,369 from 23,686
Change+1,683 (+7%)
Value$5.1M (+$786.3K)
Filed 2026-10-22
Provenance Wealth Advisors, LLC
INCREASED
Shares25,340 from 319
Change+25,021 (+7844%)
Value$4.8M (+$4.8M)
Filed 2026-10-30
Financial Security Advisor, Inc.
DECREASED
Shares25,282 from 26,012
Change-730 (-3%)
Value$4.8M (+$80.3K)
Filed 2026-11-03
Rossmore Private Capital
INCREASED
Shares25,277 from 25,077
Change+200 (+1%)
Value$4.8M (+$249.8K)
Filed 2026-10-27
Crestwood Advisors Group, LLC
DECREASED
Shares25,185 from 25,730
Change-545 (-2%)
Value$4.8M (+$151.1K)
Filed 2026-10-27
Keystone Financial Planning, Inc.
DECREASED
Shares25,084 from 25,244
Change-160 (-1%)
Value$4.8M (+$219.8K)
Filed 2026-10-08
SteelPeak Wealth, LLC
INCREASED
Shares25,082 from 13,033
Change+12,049 (+92%)
Value$4.8M (+$2.4M)
Filed 2026-10-16
Carolina Wealth Advisors, LLC
INCREASED
Shares25,038 from 24,788
Change+250 (+1%)
Value$4.8M (+$293.4K)
Filed 2026-10-23
Phraction Management LLC
DECREASED
Shares24,959 from 25,004
Change-45 (0%)
Value$4.8M (+$239.2K)
Filed 2026-10-14
Avidian Wealth Enterprises, LLC
DECREASED
Shares24,842 from 25,407
Change-565 (-2%)
Value$4.7M (+$144.0K)
Filed 2026-10-08
Mather Group, Llc.
INCREASED
Shares24,777 from 24,528
Change+249 (+1%)
Value$4.7M (+$290.6K)
Filed 2026-10-14
Elite Wealth Management, Inc.
INCREASED
Shares24,636 from 10,093
Change+14,543 (+144%)
Value$4.7M (+$2.9M)
Filed 2026-11-03
Indivisible Partners
INCREASED
Shares24,486 from 21,390
Change+3,096 (+14%)
Value$4.7M (+$802.8K)
Filed 2026-10-26
Tower View Wealth Management LLC
INCREASED
Shares24,391 from 24,193
Change+198 (+1%)
Value$4.7M (+$277.5K)
Filed 2026-10-23
Pictet North America Advisors SA
INCREASED
Shares24,376 from 21,374
Change+3,002 (+14%)
Value$4.7M (+$784.7K)
Filed 2026-10-21
Baldwin Wealth Partners LLC
DECREASED
Shares24,282 from 25,792
Change-1,510 (-6%)
Value$4.6M (-$32.5K)
Filed 2026-10-13
Kathmere Capital Management, LLC
DECREASED
Shares24,150 from 25,418
Change-1,268 (-5%)
Value$4.6M (+$10.0K)
Filed 2026-10-20
Private Trust Co NA
INCREASED
Shares24,112 from 23,304
Change+808 (+3%)
Value$4.6M (+$385.1K)
Filed 2026-10-20
Crossmark Global Holdings, Inc.
DECREASED
Shares24,094 from 25,406
Change-1,312 (-5%)
Value$4.6M (+$1.4K)
Filed 2026-10-21
Live Oak Private Wealth LLC
DECREASED
Shares24,068 from 26,295
Change-2,227 (-8%)
Value$4.6M (-$164.4K)
Filed 2026-11-02
Symphony Financial, Ltd. Co.
INCREASED
Shares24,017 from 14,403
Change+9,614 (+67%)
Value$4.6M (+$2.0M)
Filed 2026-10-22
Evergreen Capital Management LLC
INCREASED
Shares23,959 from 22,803
Change+1,156 (+5%)
Value$4.6M (+$413.0K)
Filed 2026-10-23
LVM Capital Management LTD
DECREASED
Shares23,898 from 24,223
Change-325 (-1%)
Value$4.6M (+$4.6M)
Filed 2026-10-20
Hendley & Co Inc
INCREASED
Shares23,721 from 23,291
Change+430 (+2%)
Value$4.5K (+$312)
Filed 2026-10-29
Blue Trust, Inc.
DECREASED
Shares23,392 from 25,765
Change-2,373 (-9%)
Value$4.5M (-$197.4K)
Filed 2026-10-15
Burke & Herbert Bank & Trust Co
INCREASED
Shares23,246 from 23,234
Change+12 (+0%)
Value$4.4M (+$232.5K)
Filed 2026-11-02
Charles Schwab Trust Co
INCREASED
Shares23,199 from 18,170
Change+5,029 (+28%)
Value$4.4M (+$1.1M)
Filed 2026-10-15
Portfolio Design Labs, LLC
INCREASED
Shares23,142 from 22,632
Change+510 (+2%)
Value$4.4M (+$321.6K)
Filed 2026-11-04
Caldwell Trust Co
DECREASED
Shares23,124 from 23,186
Change-62 (0%)
Value$4.4M (+$217.9K)
Filed 2026-10-30
Montag A & Associates Inc
INCREASED
Shares23,108 from 12,590
Change+10,518 (+84%)
Value$4.4M (+$2.1M)
Filed 2026-10-29
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares22,907 from 22,964
Change-57 (0%)
Value$4.4M (+$216.8K)
Filed 2026-11-04
Community Trust & Investment Co
DECREASED
Shares22,822 from 23,052
Change-230 (-1%)
Value$4.4M (+$184.6K)
Filed 2026-10-15
Kestra Investment Management, LLC
DECREASED
Shares22,814 from 27,270
Change-4,456 (-16%)
Value$4.4M (-$580.1K)
Filed 2026-11-04
Gateway Investment Advisers LLC
INCREASED
Shares22,606 from 16,985
Change+5,621 (+33%)
Value$4.3M (+$1.2M)
Filed 2026-10-13
Parallel Advisors, LLC
INCREASED
Shares22,553 from 21,629
Change+924 (+4%)
Value$4.3M (+$390.6K)
Filed 2026-11-03
Salem Investment Counselors Inc
DECREASED
Shares22,540 from 22,752
Change-212 (-1%)
Value$4.3M (+$151.9K)
Filed 2026-10-13
VestGen Advisors, LLC
DECREASED
Shares22,494 from 26,526
Change-4,032 (-15%)
Value$4.3M (-$506.6K)
Filed 2026-10-27
Ascentis Independent Advisors
INCREASED
Shares22,280 from 230
Change+22,050 (+9587%)
Value$4.3M (+$4.2M)
Filed 2026-11-03
Capital Investment Advisory Services, LLC
INCREASED
Shares22,197 from 21,798
Change+399 (+2%)
Value$4.2M (+$296.5K)
Filed 2026-10-30
Avestar Capital, LLC
DECREASED
Shares22,014 from 76,669
Change-54,655 (-71%)
Value$4.2M (-$9.7M)
Filed 2026-10-28
Integrity Alliance, Llc.
INCREASED
Shares21,998 from 21,124
Change+874 (+4%)
Value$4.2M (+$376.1K)
Filed 2026-10-29
Welch Group, LLC
INCREASED
Shares21,943 from 21,747
Change+196 (+1%)
Value$4.2M (+$252.9K)
Filed 2026-10-29
Premier Fund Managers Ltd
DECREASED
Shares21,826 from 24,526
Change-2,700 (-11%)
Value$4.2K (-$250)
Filed 2026-11-02
Sepio Capital, LP
DECREASED
Shares21,747 from 23,892
Change-2,145 (-9%)
Value$4.1M (-$172.5K)
Filed 2026-10-22
Radnor Capital Management, LLC
UNCHANGED
Shares21,585 from 21,585
Change0 (0%)
Value$4.1M (+$213.9K)
Filed 2026-10-23
Simplicity Wealth,LLC
INCREASED
Shares21,494 from 18,065
Change+3,429 (+19%)
Value$4.1M (+$833.3K)
Filed 2026-10-23
Pathway Financial Advisers, LLC
DECREASED
Shares21,485 from 22,105
Change-620 (-3%)
Value$4.1M (+$100.9K)
Filed 2026-10-27
NorthCrest Asset Manangement, LLC
INCREASED
Shares21,217 from 17,937
Change+3,280 (+18%)
Value$4.3M (+$1.0M)
Filed 2026-10-13
Chicago Trust Co NA
DECREASED
Shares21,199 from 22,250
Change-1,051 (-5%)
Value$4.0M (+$19.9K)
Filed 2026-10-28
Prudent Man Advisors, LLC
DECREASED
Shares21,195 from 21,630
Change-435 (-2%)
Value$4.0M (+$131.3K)
Filed 2026-11-03
Wealth Management Nebraska
UNCHANGED
Shares21,142 from 21,142
Change0 (0%)
Value$4.0M (+$209.5K)
Filed 2026-10-26
Independence Bank of Kentucky
DECREASED
Shares21,061 from 21,108
Change-47 (0%)
Value$4.0M (+$200.2K)
Filed 2026-10-26
Investment Research & Advisory Group, Inc.
DECREASED
Shares20,922 from 21,071
Change-149 (-1%)
Value$4.0M (+$176.3K)
Filed 2026-10-19
Strong Tower Advisory Services
DECREASED
Shares20,890 from 20,988
Change-98 (0%)
Value$4.0M (+$189.2K)
Filed 2026-10-13
Parsons Capital Management Inc
DECREASED
Shares20,824 from 24,576
Change-3,752 (-15%)
Value$4.0M (-$472.4K)
Filed 2026-10-28
HUB Investment Partners, LLC
INCREASED
Shares20,757 from 17,925
Change+2,832 (+16%)
Value$4.0M (+$718.0K)
Filed 2026-11-03
Central Pacific Bank - Trust Division
DECREASED
Shares20,643 from 22,412
Change-1,769 (-8%)
Value$3.9M (-$115.5K)
Filed 2026-10-06
Accurate Wealth Management, LLC
INCREASED
Shares20,586 from 16,366
Change+4,220 (+26%)
Value$4.1M (+$1.1M)
Filed 2026-10-20
Goelzer Investment Management, Inc.
INCREASED
Shares20,411 from 19,799
Change+612 (+3%)
Value$3.9M (+$313.0K)
Filed 2026-10-16
Councilmark Asset Management, LLC
DECREASED
Shares20,391 from 20,430
Change-39 (0%)
Value$3.9M (+$195.0K)
Filed 2026-10-20
Rockingstone Advisors LLC
INCREASED
Shares20,296 from 20,251
Change+45 (+0%)
Value$3.9M (+$209.3K)
Filed 2026-10-16
Gibbs Wealth Management
INCREASED
Shares20,038 from 18,305
Change+1,733 (+9%)
Value$3.8M (+$512.1K)
Filed 2026-10-22
American Assets Investment Management, LLC
UNCHANGED
Shares20,000 from 20,000
Change0 (0%)
Value$3.8M (+$198.2K)
Filed 2026-10-30
Chicago Partners Investment Group LLC
INCREASED
Shares19,794 from 16,436
Change+3,358 (+20%)
Value$3.9M (+$807.1K)
Filed 2026-10-27
Beaumont Financial Advisors, LLC
DECREASED
Shares19,699 from 20,018
Change-319 (-2%)
Value$3.8M (+$137.5K)
Filed 2026-10-22
Aaron Wealth Advisors LLC
INCREASED
Shares19,694 from 18,682
Change+1,012 (+5%)
Value$3.8M (+$378.2K)
Filed 2026-10-13
Valley National Advisers Inc
DECREASED
Shares19,616 from 19,646
Change-30 (0%)
Value$3.7M (+$189.0K)
Filed 2026-10-23
Keudell ison Wealth Management
INCREASED
Shares19,554 from 18,824
Change+730 (+4%)
Value$3.7M (+$325.8K)
Filed 2026-10-16
Primoris Wealth Advisors, LLC
INCREASED
Shares19,373 from 19,298
Change+75 (+0%)
Value$3.7M (+$205.6K)
Filed 2026-10-28
OpenArc Corporate Advisory, LLC
INCREASED
Shares19,299 from 16,181
Change+3,118 (+19%)
Value$3.7M (+$755.4K)
Filed 2026-10-21
CPC Advisors, LLC
DECREASED
Shares19,205 from 33,471
Change-14,266 (-43%)
Value$3.7M (-$2.4M)
Filed 2026-10-21
Fiduciary Family Office, LLC
INCREASED
Shares19,192 from 18,400
Change+792 (+4%)
Value$3.7M (+$333.3K)
Filed 2026-11-04
First Financial Bank - Trust Division
INCREASED
Shares19,178 from 18,396
Change+782 (+4%)
Value$3.7M (+$331.5K)
Filed 2026-10-01
Perigon Wealth Management, LLC
INCREASED
Shares18,944 from 17,739
Change+1,205 (+7%)
Value$3.6M (+$405.8K)
Filed 2026-10-22
Greenfield Savings Bank
DECREASED
Shares18,937 from 19,101
Change-164 (-1%)
Value$3.6M (+$158.0K)
Filed 2026-10-07
Independent Solutions Wealth Management, LLC
DECREASED
Shares18,541 from 21,698
Change-3,157 (-15%)
Value$3.5M (-$387.4K)
Filed 2026-10-28
First Merchants Corp
DECREASED
Shares18,442 from 18,473
Change-31 (0%)
Value$3.5M (+$177.2K)
Filed 2026-10-15
J.Safra Asset Management Corp
INCREASED
Shares18,391 from 9,836
Change+8,555 (+87%)
Value$3.5M (+$1.7M)
Filed 2026-11-03
Nicholas Hoffman & Company, Llc.
INCREASED
Shares18,391 from 17,635
Change+756 (+4%)
Value$3.5M (+$318.9K)
Filed 2026-10-30
Tompkins Financial Corp
INCREASED
Shares18,315 from 17,723
Change+592 (+3%)
Value$3.5M (+$288.6K)
Filed 2026-10-05
Modera Wealth Management, LLC
DECREASED
Shares18,257 from 18,707
Change-450 (-2%)
Value$3.5M (+$99.6K)
Filed 2026-10-28
Axxcess Wealth Management, LLC
DECREASED
Shares18,241 from 27,297
Change-9,056 (-33%)
Value$3.5M (-$1.5M)
Filed 2026-10-21
Applied Capital LLC
INCREASED
Shares18,204 from 17,965
Change+239 (+1%)
Value$3.5M (+$223.6K)
Filed 2026-10-07
Grimes & Co Wealth Management, LLC
INCREASED
Shares18,165 from 11,675
Change+6,490 (+56%)
Value$3.5M (+$1.4M)
Filed 2026-10-29
HF Advisory Group, LLC
DECREASED
Shares18,154 from 21,384
Change-3,230 (-15%)
Value$3.5M (-$404.4K)
Filed 2026-10-09
Shrier Wealth Management, LLC
DECREASED
Shares18,042 from 18,107
Change-65 (0%)
Value$3.4M (+$167.0K)
Filed 2026-10-20
Doliver Advisors, LP
DECREASED
Shares18,004 from 20,832
Change-2,828 (-14%)
Value$3.4M (-$333.2K)
Filed 2026-10-01
Dynamic Advisor Solutions LLC
DECREASED
Shares17,923 from 19,390
Change-1,467 (-8%)
Value$3.4M (-$87.7K)
Filed 2026-10-13
Jacobi Capital Management LLC
DECREASED
Shares17,821 from 18,046
Change-225 (-1%)
Value$3.4M (+$135.9K)
Filed 2026-11-05
Stonebridge Financial Group, LLC
INCREASED
Shares17,796 from 11,134
Change+6,662 (+60%)
Value$3.4M (+$1.4M)
Filed 2026-10-01
Trust Co of Toledo NA
DECREASED
Shares17,752 from 18,287
Change-535 (-3%)
Value$3.4M (+$79.1K)
Filed 2026-10-16
First Nebraska Trust Co
UNCHANGED
Shares17,620 from 17,620
Change0 (0%)
Value$3.4M (+$174.6K)
Filed 2026-10-30
Stolper Co
INCREASED
Shares17,227 from 17,188
Change+39 (+0%)
Value$3.3K (+$178)
Filed 2026-10-13
Anchor Capital Advisors LLC
NEW
Shares17,044
Change+17,044
Value$3.3M
Filed 2026-11-05
Koa Wealth Management, LLC
DECREASED
Shares16,983 from 17,492
Change-509 (-3%)
Value$3.2M (+$76.2K)
Filed 2026-10-14
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares16,553 from 14,865
Change+1,688 (+11%)
Value$3.2M (+$469.5K)
Filed 2026-10-16
Soltis Investment Advisors LLC
INCREASED
Shares16,541 from 12,849
Change+3,692 (+29%)
Value$3.2M (+$831.9K)
Filed 2026-10-28
St. Louis Trust Co
UNCHANGED
Shares16,500 from 16,500
Change0 (0%)
Value$3.1M (+$3.0M)
Filed 2026-11-03
Raab & Moskowitz Asset Management LLC
UNCHANGED
Shares16,464 from 16,464
Change0 (0%)
Value$3.1M (+$163.2K)
Filed 2026-11-02
Smith Salley Wealth Management
INCREASED
Shares16,220 from 15,578
Change+642 (+4%)
Value$3.1M (+$276.8K)
Filed 2026-11-03
Westbourne Investment Advisors, Inc.
UNCHANGED
Shares16,204 from 16,204
Change0 (0%)
Value$3.1M (+$160.6K)
Filed 2026-10-20
Letson Investment Management, Inc.
INCREASED
Shares16,174 from 16,004
Change+170 (+1%)
Value$3.1M (+$191.0K)
Filed 2026-11-05
Cornerstone Wealth Management, LLC
INCREASED
Shares16,173 from 15,192
Change+981 (+6%)
Value$3.1M (+$337.6K)
Filed 2026-11-04
Bluesphere Advisors LLC
DECREASED
Shares16,166 from 16,908
Change-742 (-4%)
Value$3.1M (+$26.0K)
Filed 2026-10-19
Spire Wealth Management
INCREASED
Shares16,082 from 13,253
Change+2,829 (+21%)
Value$3.1M (+$671.1K)
Filed 2026-10-30
Washington Trust Bank
DECREASED
Shares15,875 from 15,995
Change-120 (-1%)
Value$3.0M (+$135.6K)
Filed 2026-11-03
Smallwood Wealth Investment Management, LLC
INCREASED
Shares15,824 from 15,815
Change+9 (+0%)
Value$3.0M (+$158.5K)
Filed 2026-10-30
Capital City Trust Co
DECREASED
Shares15,817 from 15,882
Change-65 (0%)
Value$3.0M (+$145.0K)
Filed 2026-10-22
Raleigh Capital Management Inc.
DECREASED
Shares15,757 from 15,958
Change-201 (-1%)
Value$3.0M (+$119.7K)
Filed 2026-10-28
Everhart Financial Group, Inc.
INCREASED
Shares15,726 from 15,494
Change+232 (+2%)
Value$3.0M (+$197.8K)
Filed 2026-10-08
Lantz Financial LLC
DECREASED
Shares15,667 from 15,672
Change-5 (0%)
Value$3.0M (+$154.4K)
Filed 2026-10-15
Lynch & Associates
INCREASED
Shares15,532 from 15,282
Change+250 (+2%)
Value$3.0M (+$199.2K)
Filed 2026-10-13
United Advisor Group, LLC
INCREASED
Shares15,521 from 15,353
Change+168 (+1%)
Value$3.0M (+$184.3K)
Filed 2026-11-03
Wealthcare Advisory Partners LLC
INCREASED
Shares15,512 from 11,259
Change+4,253 (+38%)
Value$3.0M (+$923.1K)
Filed 2026-10-21
Sigma Planning Corp
DECREASED
Shares15,468 from 17,482
Change-2,014 (-12%)
Value$2.9M (-$216.1K)
Filed 2026-10-23
Mechanics Bank Trust Department
DECREASED
Shares15,464 from 16,904
Change-1,440 (-9%)
Value$3.0M (-$107.3K)
Filed 2026-10-13
InvesTrust
DECREASED
Shares15,462 from 18,261
Change-2,799 (-15%)
Value$3.0M (-$353.1K)
Filed 2026-10-14
Hilton Head Capital Partners, LLC
DECREASED
Shares15,338 from 16,675
Change-1,337 (-8%)
Value$2.9M (-$89.8K)
Filed 2026-10-23
United Community Bank
INCREASED
Shares15,305 from 14,937
Change+368 (+2%)
Value$2.9M (+$218.2K)
Filed 2026-10-28
Koshinski Asset Management, Inc.
INCREASED
Shares15,286 from 15,225
Change+61 (+0%)
Value$2.9M (+$162.6K)
Filed 2026-10-29
Aprio Wealth Management, LLC
INCREASED
Shares15,262 from 14,213
Change+1,049 (+7%)
Value$2.9M (+$341.0K)
Filed 2026-10-28
Everett Harris & Co
UNCHANGED
Shares15,243 from 15,243
Change0 (0%)
Value$2.9M (+$151.1K)
Filed 2026-10-28
Finivi Inc.
INCREASED
Shares15,234 from 15,022
Change+212 (+1%)
Value$2.9M (+$189.3K)
Filed 2026-10-13
Tilia Fiduciary Partners, Inc.
INCREASED
Shares15,067 from 1,788
Change+13,279 (+743%)
Value$2.9M (+$2.6M)
Filed 2026-10-09
1834 Investment Advisors Co
DECREASED
Shares14,968 from 15,065
Change-97 (-1%)
Value$2.9M (+$130.8K)
Filed 2026-10-16
Brown Miller Wealth Management, LLC
INCREASED
Shares14,942 from 14,933
Change+9 (+0%)
Value$2.9M (+$149.6K)
Filed 2026-11-02
American Capital Advisory, LLC
DECREASED
Shares14,903 from 16,706
Change-1,803 (-11%)
Value$2.8M (-$178.5K)
Filed 2026-10-28
Secure Asset Management, LLC
INCREASED
Shares14,806 from 14,008
Change+798 (+6%)
Value$2.8M (+$291.0K)
Filed 2026-10-19
Lee Financial Co
DECREASED
Shares14,777 from 15,014
Change-237 (-2%)
Value$2.8M (+$100.0K)
Filed 2026-10-16
Investors Asset Management of Georgia Inc
DECREASED
Shares14,739 from 14,989
Change-250 (-2%)
Value$2.8M (+$100.8K)
Filed 2026-10-20
Optimist Retirement Group LLC
INCREASED
Shares14,733 from 14,389
Change+344 (+2%)
Value$2.8M (+$208.2K)
Filed 2026-10-30
Acumen Wealth Advisors, LLC
INCREASED
Shares14,672 from 9,815
Change+4,857 (+49%)
Value$2.8M (+$1.0M)
Filed 2026-11-05
Cigna Investments Inc
DECREASED
Shares14,597 from 14,735
Change-138 (-1%)
Value$2.8K (-$2.7M)
Filed 2026-10-19
RKL Wealth Management LLC
DECREASED
Shares14,546 from 14,664
Change-118 (-1%)
Value$2.8M (+$122.8K)
Filed 2026-10-16
Independent Financial Group, LLC
INCREASED
Shares14,508 from 14,469
Change+39 (+0%)
Value$2.8M (+$150.9K)
Filed 2026-10-13
Welch & Forbes LLC
DECREASED
Shares14,505 from 14,603
Change-98 (-1%)
Value$2.8M (+$126.0K)
Filed 2026-11-04
Wedbush Securities Inc
DECREASED
Shares14,504 from 15,473
Change-969 (-6%)
Value$2.8K (-$2.8M)
Filed 2026-10-22
Shayne & Jacobs, LLC
DECREASED
Shares14,498 from 14,631
Change-133 (-1%)
Value$2.8M (+$119.6K)
Filed 2026-10-21
Community Bank & Trust, Waco, Texas
INCREASED
Shares14,475 from 12,075
Change+2,400 (+20%)
Value$2.8K (-$2.2M)
Filed 2026-10-19
LVW Advisors, LLC
INCREASED
Shares14,421 from 9,733
Change+4,688 (+48%)
Value$2.8M (+$991.0K)
Filed 2026-10-19
Burns J W & Co Inc
DECREASED
Shares14,401 from 14,600
Change-199 (-1%)
Value$2.7M (+$106.6K)
Filed 2026-10-20
Simon Quick Advisors, LLC
INCREASED
Shares14,333 from 3,084
Change+11,249 (+365%)
Value$2.7M (+$2.2M)
Filed 2026-10-26
Chickasaw Capital Management LLC
DECREASED
Shares14,280 from 14,575
Change-295 (-2%)
Value$2.7M (+$2.7M)
Filed 2026-10-08
Beacon Financial Group
INCREASED
Shares14,180 from 14,037
Change+143 (+1%)
Value$2.7M (+$166.4K)
Filed 2026-10-19
First County Bank
DECREASED
Shares14,098 from 14,318
Change-220 (-2%)
Value$2.7M (+$99.9K)
Filed 2026-10-13
Vivid Wealth Management, LLC
DECREASED
Shares14,009 from 14,181
Change-172 (-1%)
Value$2.7M (+$107.7K)
Filed 2026-10-27
Todd Asset Management LLC
UNCHANGED
Shares13,997 from 13,997
Change0 (0%)
Value$2.7M (+$138.7K)
Filed 2026-10-27
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares13,942 from 13,703
Change+239 (+2%)
Value$2.7M (+$181.5K)
Filed 2026-10-13
Parkside Financial Bank & Trust
DECREASED
Shares13,939 from 14,176
Change-237 (-2%)
Value$2.7M (+$95.3K)
Filed 2026-10-27
Allegheny Financial Group
INCREASED
Shares13,921 from 13,837
Change+84 (+1%)
Value$2.7M (+$153.1K)
Filed 2026-11-05
Brian LOW Financial Group, LLC
INCREASED
Shares13,783 from 13,144
Change+639 (+5%)
Value$2.6M (+$252.2K)
Filed 2026-10-28
Kingswood Wealth Advisors, LLC
INCREASED
Shares13,693 from 12,826
Change+867 (+7%)
Value$2.6M (+$292.7K)
Filed 2026-10-23
Souders Financial Advisors
INCREASED
Shares13,674 from 13,400
Change+274 (+2%)
Value$2.6M (+$185.0K)
Filed 2026-11-03
Mystic Asset Management, Inc.
INCREASED
Shares13,655 from 13,629
Change+26 (+0%)
Value$2.6M (+$140.0K)
Filed 2026-10-15
Cobblestone Asset Management LLC
INCREASED
Shares13,652 from 11,191
Change+2,461 (+22%)
Value$2.6M (+$580.5K)
Filed 2026-10-13
Kessler Investment Group, LLC
DECREASED
Shares13,443 from 13,498
Change-55 (0%)
Value$2.6M (+$123.3K)
Filed 2026-10-08
SeaCrest Wealth Management, LLC
DECREASED
Shares13,423 from 14,711
Change-1,288 (-9%)
Value$2.6M (-$99.9K)
Filed 2026-10-21
Wedgewood Investors Inc
DECREASED
Shares13,414 from 13,564
Change-150 (-1%)
Value$2.6M (+$105.8K)
Filed 2026-10-28
Dudley Capital Management, LLC
INCREASED
Shares13,377 from 13,374
Change+3 (+0%)
Value$2.6M (+$133.1K)
Filed 2026-10-23
Stackstone Wealth, LLC
NEW
Shares13,376
Change+13,376
Value$2.6M
Filed 2026-10-19
White Lighthouse Investment Management Inc.
INCREASED
Shares13,359 from 8,532
Change+4,827 (+57%)
Value$2.5M (+$1.0M)
Filed 2026-10-21
Thompson Siegel & Walmsley LLC
DECREASED
Shares13,356 from 13,361
Change-5 (0%)
Value$2.5K (-$2.4M)
Filed 2026-11-05
EverSource Wealth Advisors, LLC
INCREASED
Shares13,278 from 11,103
Change+2,175 (+20%)
Value$2.5M (+$524.9K)
Filed 2026-11-04
Victory Financial Group, LLC
INCREASED
Shares13,249 from 10,571
Change+2,678 (+25%)
Value$2.5M (+$615.6K)
Filed 2026-10-27
Blueprint Investment Partners LLC
INCREASED
Shares13,161 from 11,891
Change+1,270 (+11%)
Value$2.5M (+$360.2K)
Filed 2026-10-28
Marino, Stram & Associates LLC
INCREASED
Shares13,140 from 12,714
Change+426 (+3%)
Value$2.5M (+$207.2K)
Filed 2026-10-22
SAX Wealth Advisors, LLC
INCREASED
Shares13,004 from 11,794
Change+1,210 (+10%)
Value$2.5M (+$531.4K)
Filed 2026-10-13
Nestegg Advisors, Inc.
NEW
Shares12,986
Change+12,986
Value$2.5M
Filed 2026-10-21
Gilliland Jeter Wealth Management LLC
UNCHANGED
Shares12,729 from 12,729
Change0 (0%)
Value$2.4M (+$126.1K)
Filed 2026-10-28
Towne Trust Company, N.a
DECREASED
Shares12,631 from 13,186
Change-555 (-4%)
Value$2.4M (+$24.8K)
Filed 2026-10-28
Tanager Wealth Management LLP
DECREASED
Shares12,544 from 17,755
Change-5,211 (-29%)
Value$2.4M (-$818.5K)
Filed 2026-10-19
Retirement Planning Co of New England, Inc.
DECREASED
Shares12,540 from 12,648
Change-108 (-1%)
Value$2.4M (+$104.9K)
Filed 2026-10-15
Convergence Investment Partners, LLC
DECREASED
Shares12,539 from 12,640
Change-101 (-1%)
Value$2.4M (+$106.0K)
Filed 2026-10-28
International Assets Investment Management, LLC
INCREASED
Shares12,457 from 11,684
Change+773 (+7%)
Value$2.3M (+$268.0K)
Filed 2026-11-02
Masterinvest Kapitalanlage GmbH
DECREASED
Shares12,433 from 12,965
Change-532 (-4%)
Value$2.4M (+$27.0K)
Filed 2026-11-03
Rockland Trust Co
INCREASED
Shares12,425 from 11,301
Change+1,124 (+10%)
Value$2.4M (+$326.5K)
Filed 2026-10-05
CFS Investment Advisory Services, LLC
INCREASED
Shares12,373 from 10,058
Change+2,315 (+23%)
Value$2.4M (+$522.5K)
Filed 2026-10-19
CSU Producer Resources, Inc.
UNCHANGED
Shares12,000 from 12,000
Change0 (0%)
Value$2.3M (+$118.9K)
Filed 2026-11-03
Mogy Joel R Investment Counsel Inc
UNCHANGED
Shares11,975 from 11,975
Change0 (0%)
Value$2.3M (+$118.7K)
Filed 2026-10-13
Heritage Wealth Management, Inc.
DECREASED
Shares11,955 from 12,184
Change-229 (-2%)
Value$2.3M (+$77.0K)
Filed 2026-10-28
Compagnie Lombard Odier SCmA
INCREASED
Shares11,876 from 7,410
Change+4,466 (+60%)
Value$2.3M (+$925.6K)
Filed 2026-11-04
BAR Harbor Wealth Management
INCREASED
Shares11,796 from 11,485
Change+311 (+3%)
Value$2.3M (+$173.2K)
Filed 2026-10-21
Blue Capital, Inc.
DECREASED
Shares11,427 from 16,339
Change-4,912 (-30%)
Value$2.2M (-$775.4K)
Filed 2026-10-13
CWA Asset Management Group, LLC
INCREASED
Shares11,375 from 10,897
Change+478 (+4%)
Value$2.2M (+$199.2K)
Filed 2026-10-19
Summit Place Financial Advisors, LLC
NEW
Shares11,357
Change+11,357
Value$2.2M
Filed 2026-10-23
ASO Group Ltd
INCREASED
Shares11,329 from 11,284
Change+45 (+0%)
Value$2.2K (-$2.0M)
Filed 2026-11-05
AA Financial Advisors, LLC
INCREASED
Shares11,279 from 10,779
Change+500 (+5%)
Value$2.2M (+$202.2K)
Filed 2026-10-19
Howard Capital Management, LLC
DECREASED
Shares11,254 from 11,374
Change-120 (-1%)
Value$2.1M (+$89.8K)
Filed 2026-10-16
Alta Advisers Ltd
INCREASED
Shares11,240 from 5,987
Change+5,253 (+88%)
Value$2.1M (+$1.1M)
Filed 2026-11-02
Measured Risk Portfolios, Inc.
DECREASED
Shares11,217 from 11,599
Change-382 (-3%)
Value$2.1M (+$42.1K)
Filed 2026-10-21
Verity Asset Management, Inc.
DECREASED
Shares11,212 from 11,360
Change-148 (-1%)
Value$2.1M (+$84.4K)
Filed 2026-10-30
Wendell David Associates Inc
DECREASED
Shares11,133 from 11,442
Change-309 (-3%)
Value$2.1K (-$2.1M)
Filed 2026-10-27
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares11,126 from 10,966
Change+160 (+1%)
Value$2.1M (+$139.2K)
Filed 2026-10-23
Highland Financial Advisors, LLC
INCREASED
Shares11,092 from 10,792
Change+300 (+3%)
Value$2.1M (+$164.2K)
Filed 2026-10-19
Royal Fund Management, LLC
INCREASED
Shares11,081 from 10,945
Change+136 (+1%)
Value$2.1M (+$134.6K)
Filed 2026-10-22
Profund Advisors LLC
DECREASED
Shares11,037 from 11,397
Change-360 (-3%)
Value$2.1M (+$44.2K)
Filed 2026-10-29
Revisor Wealth Management LLC
DECREASED
Shares11,006 from 14,848
Change-3,842 (-26%)
Value$2.2M (-$508.3K)
Filed 2026-10-20
Summit Financial Wealth Advisors, LLC
DECREASED
Shares10,977 from 11,102
Change-125 (-1%)
Value$2.1M (+$86.1K)
Filed 2026-10-15
Integrated Advisors Network LLC
INCREASED
Shares10,862 from 9,434
Change+1,428 (+15%)
Value$2.1M (+$365.9K)
Filed 2026-10-20
M Holdings Securities, Inc.
NEW
Shares10,855
Change+10,855
Value$2.2K
Filed 2026-11-03
Foster Group, Inc.
INCREASED
Shares10,844 from 10,787
Change+57 (+1%)
Value$2.1M (+$117.8K)
Filed 2026-10-13
Pictet Bank & Trust Ltd
DECREASED
Shares10,725 from 12,021
Change-1,296 (-11%)
Value$2.0M (-$128.2K)
Filed 2026-10-21
Aspire Private Capital, LLC
DECREASED
Shares10,638 from 11,393
Change-755 (-7%)
Value$2.0M (-$31.0K)
Filed 2026-11-05
Valicenti Advisory Services Inc
DECREASED
Shares10,564 from 10,844
Change-280 (-3%)
Value$2.0K (+$54)
Filed 2026-10-23
First Business Financial Services, Inc.
DECREASED
Shares10,514 from 10,548
Change-34 (0%)
Value$2.0M (+$98.0K)
Filed 2026-10-29
Fire Capital Management LLC
DECREASED
Shares10,400 from 10,900
Change-500 (-5%)
Value$2.0M (+$12.6K)
Filed 2026-10-27
C2c Wealth Management, LLC
UNCHANGED
Shares10,258 from 10,258
Change0 (0%)
Value$2.0M (+$101.7K)
Filed 2026-10-20
Monarch Capital Management Inc
DECREASED
Shares10,195 from 10,213
Change-18 (0%)
Value$1.9M (+$82.8K)
Filed 2026-10-19
Trust Co of Vermont
INCREASED
Shares10,180 from 10,160
Change+20 (+0%)
Value$1.9M (+$104.5K)
Filed 2026-10-21
Onyx Bridge Wealth Group LLC
INCREASED
Shares10,176 from 9,960
Change+216 (+2%)
Value$1.9M (+$139.7K)
Filed 2026-10-16
B. Riley Wealth Advisors, Inc.
INCREASED
Shares10,173 from 8,221
Change+1,952 (+24%)
Value$1.9M (+$437.7K)
Filed 2026-10-13
Premier Path Wealth Partners, LLC
INCREASED
Shares10,135 from 9,519
Change+616 (+6%)
Value$1.9M (+$211.8K)
Filed 2026-10-16
CX Institutional
INCREASED
Shares10,103 from 9,455
Change+648 (+7%)
Value$1.9K (+$218)
Filed 2026-10-02
Unique Wealth Strategies, LLC
UNCHANGED
Shares10,096 from 10,096
Change0 (0%)
Value$1.8M ($0)
Filed 2026-10-13
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares10,095 from 9,911
Change+184 (+2%)
Value$1.9M (+$133.3K)
Filed 2026-10-27
Sovran Advisors, LLC
INCREASED
Shares10,081 from 8,803
Change+1,278 (+15%)
Value$2.1M (+$339.7K)
Filed 2026-11-02
Meridian Wealth Management, LLC
DECREASED
Shares10,064 from 14,141
Change-4,077 (-29%)
Value$1.9M (-$637.8K)
Filed 2026-11-05
Titleist Asset Management, LLC
INCREASED
Shares10,050 from 9,396
Change+654 (+7%)
Value$1.9M (+$217.9K)
Filed 2026-10-08
Blueprint Financial Advisors LLC
NEW
Shares10,043
Change+10,043
Value$1.9M
Filed 2026-10-28
Mission Wealth Management, LP
DECREASED
Shares10,043 from 17,282
Change-7,239 (-42%)
Value$1.9M (-$1.2M)
Filed 2026-10-15
Mirae Asset Securities (USA) Inc.
UNCHANGED
Shares10,021 from 10,021
Change0 (0%)
Value$1.9M (+$99.3K)
Filed 2026-10-15
Colonial River Investments, LLC
DECREASED
Shares10,010 from 10,074
Change-64 (-1%)
Value$1.9M (+$87.6K)
Filed 2026-10-19
Forthright Family Wealth Advisory LLC
DECREASED
Shares10,002 from 10,102
Change-100 (-1%)
Value$1.9M (+$81.0K)
Filed 2026-11-03
Arnhold LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$1.9M (+$99.1K)
Filed 2026-10-26
NLB Skladi, upravljanje premozenja, d.o.o.
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$1.9M (+$99.1K)
Filed 2026-10-22
Monument Capital Management
INCREASED
Shares9,971 from 6,984
Change+2,987 (+43%)
Value$1.9M (+$639.2K)
Filed 2026-10-09
Exchange Bank
DECREASED
Shares9,958 from 10,013
Change-55 (-1%)
Value$1.9M (+$88.7K)
Filed 2026-10-07
Alkeme Wealth, LLC
DECREASED
Shares9,954 from 10,311
Change-357 (-3%)
Value$1.9M (+$34.1K)
Filed 2026-10-08
Advisor OS, LLC
INCREASED
Shares9,949 from 8,055
Change+1,894 (+24%)
Value$1.9M (+$441.4K)
Filed 2026-11-03
FCG Investment Co
INCREASED
Shares9,878 from 8,477
Change+1,401 (+17%)
Value$1.9M (+$351.3K)
Filed 2026-10-13
Supplemental Annuity Collective Trust of NJ
DECREASED
Shares9,862 from 9,996
Change-134 (-1%)
Value$1.9M (+$73.5K)
Filed 2026-11-02
Signature Estate & Investment Advisors LLC
DECREASED
Shares9,854 from 10,485
Change-631 (-6%)
Value$1.9M (-$16.6K)
Filed 2026-10-13
BIP Wealth, LLC
INCREASED
Shares9,718 from 9,630
Change+88 (+1%)
Value$1.9M (+$112.2K)
Filed 2026-10-22
Wealth Science Advisors LLC
INCREASED
Shares9,683 from 9,347
Change+336 (+4%)
Value$1.8M (+$156.7K)
Filed 2026-10-09
Cidel Asset Management Inc
INCREASED
Shares9,643 from 9,463
Change+180 (+2%)
Value$1.8M (+$128.1K)
Filed 2026-10-29
Arista Wealth Management, LLC
INCREASED
Shares9,595 from 9,546
Change+49 (+1%)
Value$1.8M (+$104.0K)
Filed 2026-10-29
71 West Capital Partners
INCREASED
Shares9,586 from 9,197
Change+389 (+4%)
Value$1.8M (+$165.4K)
Filed 2026-11-04
D'Orazio & Associates, Inc.
INCREASED
Shares9,513 from 9,311
Change+202 (+2%)
Value$1.8M (+$130.9K)
Filed 2026-11-04
Symmetry Partners, LLC
INCREASED
Shares9,512 from 8,111
Change+1,401 (+17%)
Value$1.8M (+$347.7K)
Filed 2026-10-27
North Star Investment Management Corp.
DECREASED
Shares9,485 from 9,494
Change-9 (0%)
Value$1.8M (+$92.2K)
Filed 2026-10-27
Bath Savings Trust Co
DECREASED
Shares9,463 from 9,488
Change-25 (0%)
Value$1.8M (+$89.3K)
Filed 2026-10-07
Private Wealth Partners, LLC
DECREASED
Shares9,397 from 10,298
Change-901 (-9%)
Value$1.8M (-$69.9K)
Filed 2026-10-22
Titan Investment Management LLC
DECREASED
Shares9,387 from 12,853
Change-3,466 (-27%)
Value$1.8M (-$534.1K)
Filed 2026-10-22
Inscription Capital, LLC
DECREASED
Shares9,349 from 11,726
Change-2,377 (-20%)
Value$1.8M (-$337.5K)
Filed 2026-11-02
Ddfg, Inc
INCREASED
Shares9,337 from 9,306
Change+31 (+0%)
Value$1.8M (+$98.1K)
Filed 2026-10-15
Allen Investment Management, LLC
UNCHANGED
Shares9,240 from 9,240
Change0 (0%)
Value$1.8M (+$91.6K)
Filed 2026-11-03
Bingham Private Wealth, LLC
INCREASED
Shares9,227 from 8,956
Change+271 (+3%)
Value$1.8M (+$140.5K)
Filed 2026-11-05
Joel Isaacson & Co., LLC
INCREASED
Shares9,205 from 8,995
Change+210 (+2%)
Value$1.8M (+$129.2K)
Filed 2026-11-05
Harvey Investment Co LLC
UNCHANGED
Shares9,182 from 9,182
Change0 (0%)
Value$1.8K (-$1.7M)
Filed 2026-10-20
Clear Creek Financial Management, LLC
INCREASED
Shares9,160 from 9,149
Change+11 (+0%)
Value$1.7M (+$92.7K)
Filed 2026-10-28
Angeles Wealth Management, LLC
DECREASED
Shares9,150 from 9,679
Change-529 (-5%)
Value$1.7M (-$19.2K)
Filed 2026-10-26
CWS Financial Advisors, LLC
INCREASED
Shares9,139 from 7,990
Change+1,149 (+14%)
Value$1.7M (+$298.5K)
Filed 2026-10-16
High Point Wealth Management, LLC
INCREASED
Shares9,095 from 9,057
Change+38 (+0%)
Value$1.7M (+$97.0K)
Filed 2026-11-05
Legacy Capital Wealth Partners, LLC
DECREASED
Shares9,044 from 9,672
Change-628 (-6%)
Value$1.7M (-$24.1K)
Filed 2026-10-21
Grove Bank & Trust
INCREASED
Shares9,040 from 8,851
Change+189 (+2%)
Value$1.7M (+$123.8K)
Filed 2026-10-08
Resonant Capital Advisors, LLC
INCREASED
Shares9,007 from 8,520
Change+487 (+6%)
Value$1.7M (+$164.8K)
Filed 2026-10-15
Paradigm Asset Management Co LLC
DECREASED
Shares9,000 from 10,000
Change-1,000 (-10%)
Value$1.7M (-$91.7K)
Filed 2026-11-05
Interchange Capital Partners, LLC
DECREASED
Shares8,988 from 10,267
Change-1,279 (-12%)
Value$1.7M (-$140.4K)
Filed 2026-10-28
Birch Financial Group, LLC
DECREASED
Shares8,958 from 11,611
Change-2,653 (-23%)
Value$1.7M (-$391.2K)
Filed 2026-10-27
Jamison Private Wealth Management, Inc.
INCREASED
Shares8,936 from 8,271
Change+665 (+8%)
Value$1.7M (+$208.9K)
Filed 2026-10-14
Excalibur Management Corp
DECREASED
Shares8,913 from 8,938
Change-25 (0%)
Value$1.7M (+$83.8K)
Filed 2026-11-02
Cassaday & Co Wealth Management LLC
INCREASED
Shares8,901 from 8,467
Change+434 (+5%)
Value$1.7M (+$166.8K)
Filed 2026-10-27
MTM Investment Management, LLC
INCREASED
Shares8,888 from 8,886
Change+2 (+0%)
Value$1.7M (+$88.4K)
Filed 2026-10-30
ZWJ Investment Counsel Inc
INCREASED
Shares8,867 from 7,151
Change+1,716 (+24%)
Value$1.7M (+$398.4K)
Filed 2026-10-15
Whitener Capital Management, Inc.
DECREASED
Shares8,851 from 8,929
Change-78 (-1%)
Value$1.7M (+$73.6K)
Filed 2026-10-15
West Branch Capital LLC
INCREASED
Shares8,777 from 8,471
Change+306 (+4%)
Value$1.7M (+$142.5K)
Filed 2026-10-20
Platform Technology Partners
INCREASED
Shares8,750 from 8,717
Change+33 (+0%)
Value$1.7M (+$92.7K)
Filed 2026-11-02
Balentine LLC
DECREASED
Shares8,725 from 9,509
Change-784 (-8%)
Value$1.7M (-$55.4K)
Filed 2026-11-03
Luts & Greenleigh Group, Inc.
INCREASED
Shares8,656 from 8,655
Change+1 (+0%)
Value$1.7M (+$86.0K)
Filed 2026-11-05
Prairie Advisory, LLC
INCREASED
Shares8,646 from 4,223
Change+4,423 (+105%)
Value$1.6M (+$885.8K)
Filed 2026-10-19
Signature Wealth Management Partners, LLC
UNCHANGED
Shares8,640 from 8,640
Change0 (0%)
Value$1.6M (+$85.7K)
Filed 2026-10-21
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares8,631 from 8,412
Change+219 (+3%)
Value$1.6M (+$125.2K)
Filed 2026-10-14
IFG Advisors, LLC
UNCHANGED
Shares8,620 from 8,620
Change0 (0%)
Value$1.6M (+$85.4K)
Filed 2026-10-15
Iams Wealth Management, LLC
INCREASED
Shares8,609 from 7,861
Change+748 (+10%)
Value$1.6M (+$220.4K)
Filed 2026-10-15
Parr Mcknight Wealth Management Group, LLC
DECREASED
Shares8,609 from 9,053
Change-444 (-5%)
Value$1.6M (+$5.0K)
Filed 2026-10-30
Wagner Wealth Management, LLC
INCREASED
Shares8,596 from 7,581
Change+1,015 (+13%)
Value$1.6M (+$268.8K)
Filed 2026-10-21
Cooper Financial Group
DECREASED
Shares8,574 from 9,079
Change-505 (-6%)
Value$1.6M (-$6.4K)
Filed 2026-10-07
Southland Equity Partners LLC
INCREASED
Shares8,539 from 8,525
Change+14 (+0%)
Value$1.6M (+$87.1K)
Filed 2026-10-14
Badgley Phelps Wealth Managers, LLC
DECREASED
Shares8,509 from 9,051
Change-542 (-6%)
Value$1.6M (-$25.6K)
Filed 2026-10-22
Triad Wealth Partners, LLC
DECREASED
Shares8,503 from 8,527
Change-24 (0%)
Value$1.6M (+$24.4K)
Filed 2026-10-26
Tred Avon Family Wealth, LLC
DECREASED
Shares8,462 from 8,464
Change-2 (0%)
Value$1.6M (+$83.5K)
Filed 2026-10-20
Aljian Capital Management, LLC
INCREASED
Shares8,413 from 8,405
Change+8 (+0%)
Value$1.6M (+$84.8K)
Filed 2026-10-28
GAM Holding AG
DECREASED
Shares8,398 from 10,200
Change-1,802 (-18%)
Value$1.6M (-$242.8K)
Filed 2026-11-03
Cravens & Co Advisors, LLC
INCREASED
Shares8,397 from 8,054
Change+343 (+4%)
Value$1.6M (+$145.3K)
Filed 2026-10-16
Lanark Financial, Inc.
DECREASED
Shares8,367 from 8,413
Change-46 (-1%)
Value$1.6M (+$74.4K)
Filed 2026-10-26
Patten & Patten Inc
UNCHANGED
Shares8,366 from 8,366
Change0 (0%)
Value$1.6M (+$82.9K)
Filed 2026-10-26
Galvin, Gaustad & Stein, LLC
DECREASED
Shares8,277 from 8,934
Change-657 (-7%)
Value$1.6M (-$36.9K)
Filed 2026-10-08
Whalen Wealth Management Inc.
INCREASED
Shares8,224 from 7,683
Change+541 (+7%)
Value$1.6M (+$179.4K)
Filed 2026-10-08
Physicians Financial Services, Inc.
UNCHANGED
Shares8,171 from 8,171
Change0 (0%)
Value$1.6K (-$1.5M)
Filed 2026-11-04
Lmcg Investments, LLC
UNCHANGED
Shares8,164 from 8,164
Change0 (0%)
Value$1.6M (+$80.9K)
Filed 2026-10-21
Gryphon Financial Partners LLC
INCREASED
Shares8,136 from 7,790
Change+346 (+4%)
Value$1.6M (+$143.3K)
Filed 2026-11-04
Vista Investment Partners LLC
INCREASED
Shares8,103 from 8,092
Change+11 (+0%)
Value$1.5M (+$82.3K)
Filed 2026-10-08
Woodward Diversified Capital, LLC
DECREASED
Shares8,070 from 8,411
Change-341 (-4%)
Value$1.5M (+$18.3K)
Filed 2026-10-21
SBK Financial, Inc.
UNCHANGED
Shares8,036 from 8,036
Change0 (0%)
Value$1.5M (+$79.6K)
Filed 2026-11-02
McGlone Suttner Wealth Management, Inc.
INCREASED
Shares7,973 from 7,807
Change+166 (+2%)
Value$1.5M (+$109.1K)
Filed 2026-10-13
Canandaigua National Bank & Trust Co
INCREASED
Shares7,967 from 7,439
Change+528 (+7%)
Value$1.5M (+$174.5K)
Filed 2026-10-07
High Net Worth Advisory Group LLC
UNCHANGED
Shares7,967 from 7,967
Change0 (0%)
Value$1.5M (+$79.0K)
Filed 2026-10-26
Impact Capital Partners LLC
DECREASED
Shares7,952 from 8,362
Change-410 (-5%)
Value$1.5M (+$4.6K)
Filed 2026-10-22
Grandfield & Dodd, LLC
INCREASED
Shares7,907 from 6,865
Change+1,042 (+15%)
Value$1.5M (+$266.9K)
Filed 2026-10-29
Athena Wealth Management, LLC
INCREASED
Shares7,885 from 7,572
Change+313 (+4%)
Value$1.5M (+$134.8K)
Filed 2026-10-09
Wright Investors Service Inc
INCREASED
Shares7,863 from 7,801
Change+62 (+1%)
Value$1.5M (+$89.1K)
Filed 2026-11-02
Partners Wealth Management, LLC
INCREASED
Shares7,844 from 2,994
Change+4,850 (+162%)
Value$1.5M (+$955.1K)
Filed 2026-10-28
Bernardo Wealth Planning LLC
INCREASED
Shares7,834 from 3,816
Change+4,018 (+105%)
Value$1.5M (+$804.6K)
Filed 2026-10-23
Rahlfs Capital, LLC
UNCHANGED
Shares7,829 from 7,829
Change0 (0%)
Value$1.5M (+$77.6K)
Filed 2026-10-23
Nations Financial Group Inc,
INCREASED
Shares7,826 from 6,155
Change+1,671 (+27%)
Value$1.5M (+$379.9K)
Filed 2026-11-05
Childress Capital Advisors, LLC
INCREASED
Shares7,805 from 7,582
Change+223 (+3%)
Value$1.5M (+$117.7K)
Filed 2026-10-28
Aviance Capital Partners, LLC
INCREASED
Shares7,764 from 7,761
Change+3 (+0%)
Value$1.5M (+$77.5K)
Filed 2026-10-29
Fortem Financial Group, LLC
INCREASED
Shares7,763 from 7,638
Change+125 (+2%)
Value$1.5M (+$99.5K)
Filed 2026-10-20
Strategic Blueprint, LLC
DECREASED
Shares7,750 from 8,610
Change-860 (-10%)
Value$1.5M (-$78.8K)
Filed 2026-10-22
First City Capital Management, Inc.
DECREASED
Shares7,726 from 8,210
Change-484 (-6%)
Value$1.5M (-$11.0K)
Filed 2026-10-27
Journey Retirement Planning & Investment Management LLC
INCREASED
Shares7,701 from 6,460
Change+1,241 (+19%)
Value$1.5M (+$300.9K)
Filed 2026-10-09
Park National Corp
DECREASED
Shares7,687 from 8,436
Change-749 (-9%)
Value$1.5M (-$59.3K)
Filed 2026-10-05
Crew Capital Management, Ltd
INCREASED
Shares7,676 from 7,503
Change+173 (+2%)
Value$1.5M (+$107.4K)
Filed 2026-10-28
Fee-Only Financial Planning, L.C.
UNCHANGED
Shares7,666 from 7,666
Change0 (0%)
Value$1.5M (+$76.0K)
Filed 2026-10-23
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
INCREASED
Shares7,655 from 140
Change+7,515 (+5368%)
Value$1.5M (+$1.4M)
Filed 2026-10-22
1900 Wealth Management LLC
INCREASED
Shares7,639 from 7,071
Change+568 (+8%)
Value$1.5M (+$178.5K)
Filed 2026-10-13
Wealth Architects, LLC
INCREASED
Shares7,625 from 7,579
Change+46 (+1%)
Value$1.5M (+$83.9K)
Filed 2026-11-03
CDM Financial Counseling Services, Inc.
INCREASED
Shares7,606 from 7,447
Change+159 (+2%)
Value$1.5M (+$103.9K)
Filed 2026-10-15
Neville Rodie & Shaw Inc
UNCHANGED
Shares7,595 from 7,595
Change0 (0%)
Value$1.4K (+$75)
Filed 2026-10-05
Balefire, LLC
DECREASED
Shares7,572 from 8,872
Change-1,300 (-15%)
Value$1.4M (-$160.2K)
Filed 2026-10-09
Fourpath Capital Management, LLC
DECREASED
Shares7,547 from 7,648
Change-101 (-1%)
Value$1.4M (+$56.6K)
Filed 2026-10-19
Trust Point Inc.
INCREASED
Shares7,533 from 7,281
Change+252 (+3%)
Value$1.4M (+$120.2K)
Filed 2026-10-27
ICW Investment Advisors LLC
INCREASED
Shares7,523 from 7,481
Change+42 (+1%)
Value$1.4M (+$82.3K)
Filed 2026-10-27
Walker Asset Management, LLC
INCREASED
Shares7,518 from 7,500
Change+18 (+0%)
Value$1.4M (+$77.8K)
Filed 2026-10-13
Stablepoint Partners, LLC
UNCHANGED
Shares7,518 from 7,518
Change0 (0%)
Value$1.4M (+$74.5K)
Filed 2026-11-03
BostonPremier Wealth LLC
INCREASED
Shares7,494 from 3,797
Change+3,697 (+97%)
Value$1.4M (+$743.0K)
Filed 2026-10-16
Alliance Wealth Advisors, LLC
DECREASED
Shares7,474 from 8,249
Change-775 (-9%)
Value$1.4M (-$66.1K)
Filed 2026-10-14
McBroom & Associates, LLC
DECREASED
Shares7,447 from 7,735
Change-288 (-4%)
Value$1.4M (+$21.7K)
Filed 2026-10-29
Founders Financial Securities LLC
INCREASED
Shares7,442 from 7,151
Change+291 (+4%)
Value$1.4M (+$126.4K)
Filed 2026-10-28
Chilton Capital Management LLC
DECREASED
Shares7,441 from 7,769
Change-328 (-4%)
Value$1.4M (+$14.4K)
Filed 2026-10-28
GoalVest Advisory LLC
INCREASED
Shares7,360 from 7,335
Change+25 (+0%)
Value$1.4M (+$77.5K)
Filed 2026-10-02
Kornitzer Capital Management Inc
INCREASED
Shares7,333 from 6,912
Change+421 (+6%)
Value$1.4M (+$148.8K)
Filed 2026-11-03
Nicholas Wealth, Llc.
INCREASED
Shares7,327 from 7,005
Change+322 (+5%)
Value$1.4M (+$130.8K)
Filed 2026-10-26
Diversified Enterprises, LLC
INCREASED
Shares7,322 from 5,375
Change+1,947 (+36%)
Value$1.4M (+$424.8K)
Filed 2026-10-19
Kimelman & Baird, LLC
UNCHANGED
Shares7,297 from 7,297
Change0 (0%)
Value$1.4M (+$72.3K)
Filed 2026-11-03
Yankcom Partnership
DECREASED
Shares7,285 from 7,301
Change-16 (0%)
Value$1.4M (+$69.3K)
Filed 2026-10-15
HBW Advisory Services LLC
DECREASED
Shares7,281 from 7,961
Change-680 (-9%)
Value$1.4M (-$50.9K)
Filed 2026-10-15
Main Street Group, LTD
INCREASED
Shares7,281 from 6,832
Change+449 (+7%)
Value$1.4M (+$153.4K)
Filed 2026-10-28
LS Investment Advisors, LLC
DECREASED
Shares7,260 from 7,455
Change-195 (-3%)
Value$1.4M (+$36.7K)
Filed 2026-10-13
Parrish Capital LLC
DECREASED
Shares7,254 from 7,454
Change-200 (-3%)
Value$1.4M (+$35.7K)
Filed 2026-10-01
AMG National Trust Bank
INCREASED
Shares7,246 from 7,148
Change+98 (+1%)
Value$1.4M (+$89.5K)
Filed 2026-11-05
Kanawha Capital Management LLC
DECREASED
Shares7,214 from 7,280
Change-66 (-1%)
Value$1.4M (+$59.5K)
Filed 2026-10-19
Mindset Wealth Management, LLC
DECREASED
Shares7,189 from 7,245
Change-56 (-1%)
Value$1.4M (+$61.1K)
Filed 2026-10-19
Forum Financial Management, LP
INCREASED
Shares7,187 from 7,177
Change+10 (+0%)
Value$1.4M (+$73.1K)
Filed 2026-10-16
Alpha Omega Wealth Management LLC
DECREASED
Shares7,150 from 7,200
Change-50 (-1%)
Value$1.4M (+$61.8K)
Filed 2026-10-23
Diversified Management Inc
INCREASED
Shares7,148 from 2,663
Change+4,485 (+168%)
Value$1.4M (+$882.3K)
Filed 2026-10-08
SLT Holdings LLC
INCREASED
Shares7,092 from 6,592
Change+500 (+8%)
Value$1.4M (+$160.7K)
Filed 2026-10-15
Axxion S.A.
UNCHANGED
Shares7,090 from 7,090
Change0 (0%)
Value$1.4M (+$70.3K)
Filed 2026-10-22
Y-Intercept (Hong Kong) Ltd
NEW
Shares7,051
Change+7,051
Value$1.3M
Filed 2026-10-16
Waldron Private Wealth LLC
INCREASED
Shares7,044 from 6,970
Change+74 (+1%)
Value$1.3M (+$83.2K)
Filed 2026-11-02
Compass Wealth Management, LLC
UNCHANGED
Shares7,014 from 7,014
Change0 (0%)
Value$1.3M (+$69.5K)
Filed 2026-10-30
Quadcap Wealth Management, LLC
DECREASED
Shares7,012 from 7,319
Change-307 (-4%)
Value$1.3M (+$14.0K)
Filed 2026-11-02
SevenBridge Financial Group, LLC
UNCHANGED
Shares6,992 from 6,992
Change0 (0%)
Value$1.4M (+$72.2K)
Filed 2026-10-26
Duncker Streett & Co Inc
INCREASED
Shares6,990 from 6,957
Change+33 (+0%)
Value$1.3M (+$75.3K)
Filed 2026-10-27
China Universal Asset Management Co., Ltd.
INCREASED
Shares6,971 from 6,091
Change+880 (+14%)
Value$1.4M (+$242.2K)
Filed 2026-10-28
PDS Planning, Inc
INCREASED
Shares6,964 from 6,211
Change+753 (+12%)
Value$1.3M (+$205.3K)
Filed 2026-11-03
James J. Burns & Company, LLC
INCREASED
Shares6,960 from 6,959
Change+1 (+0%)
Value$1.3M (+$69.0K)
Filed 2026-10-22
Tandem Capital Management Corp
UNCHANGED
Shares6,951 from 6,951
Change0 (0%)
Value$1.3M (+$68.9K)
Filed 2026-10-22
Thrive Wealth Management, LLC
INCREASED
Shares6,949 from 6,918
Change+31 (+0%)
Value$1.3M (+$74.5K)
Filed 2026-10-13
Wealth Group, Ltd.
DECREASED
Shares6,929 from 8,171
Change-1,242 (-15%)
Value$1.3K (-$1.5M)
Filed 2026-10-30
Lewis Asset Management, LLC
INCREASED
Shares6,877 from 6,414
Change+463 (+7%)
Value$1.3M (+$151.9K)
Filed 2026-10-14
FSM Wealth Advisors, LLC
INCREASED
Shares6,851 from 6,509
Change+342 (+5%)
Value$1.4M (+$196.0K)
Filed 2026-10-27
Montecito Bank & Trust
UNCHANGED
Shares6,850 from 6,850
Change0 (0%)
Value$1.3M (+$67.9K)
Filed 2026-10-01
Bellecapital International Ltd.
UNCHANGED
Shares6,819 from 6,819
Change0 (0%)
Value$1.3M (+$67.6K)
Filed 2026-10-21
Realta Investment Advisors
INCREASED
Shares6,811 from 6,493
Change+318 (+5%)
Value$1.3M (+$125.0K)
Filed 2026-10-14
Keystone Wealth Services, LLC
INCREASED
Shares6,791 from 6,648
Change+143 (+2%)
Value$1.3M (+$114.0K)
Filed 2026-11-03
Facet Wealth, Inc.
INCREASED
Shares6,787 from 5,217
Change+1,570 (+30%)
Value$1.3M (+$351.3K)
Filed 2026-11-04
Ashton Thomas Securities, LLC
DECREASED
Shares6,766 from 10,132
Change-3,366 (-33%)
Value$1.3M (-$532.3K)
Filed 2026-10-26
Curated Wealth Partners LLC
INCREASED
Shares6,765 from 2,809
Change+3,956 (+141%)
Value$1.3M (+$782.7K)
Filed 2026-10-15
Klingman & Associates, LLC
INCREASED
Shares6,725 from 6,554
Change+171 (+3%)
Value$1.3M (+$97.6K)
Filed 2026-10-20
Holland Advisory Services, Inc.
INCREASED
Shares6,714 from 6,711
Change+3 (+0%)
Value$1.3M (+$67.0K)
Filed 2026-10-26
Romano Brothers and Company
DECREASED
Shares6,677 from 6,777
Change-100 (-1%)
Value$1.3M (+$48.1K)
Filed 2026-10-22
V-Square Quantitative Management LLC
INCREASED
Shares6,666 from 6,229
Change+437 (+7%)
Value$1.3M (+$145.1K)
Filed 2026-10-15
Asset Advisory Group, Inc.
INCREASED
Shares6,623 from 6,622
Change+1 (+0%)
Value$1.3M (+$65.7K)
Filed 2026-10-20
Bill Few Associates, Inc.
DECREASED
Shares6,599 from 6,618
Change-19 (0%)
Value$1.3M (+$61.9K)
Filed 2026-10-09
Woodard & Co Asset Management Group Inc
DECREASED
Shares6,560 from 6,975
Change-415 (-6%)
Value$1.3M (-$10.1K)
Filed 2026-11-03
Bank of New Hampshire
DECREASED
Shares6,550 from 7,125
Change-575 (-8%)
Value$1.2M (-$39.1K)
Filed 2026-10-06
HCR Wealth Advisors
INCREASED
Shares6,550 from 6,364
Change+186 (+3%)
Value$1.2M (+$98.5K)
Filed 2026-10-15
Harbor Investment Advisory, LLC
INCREASED
Shares6,535 from 6,216
Change+319 (+5%)
Value$1.2M (+$122.5K)
Filed 2026-10-13
Alchemi Wealth, LLC
INCREASED
Shares6,521 from 6,486
Change+35 (+1%)
Value$1.2M (+$71.0K)
Filed 2026-11-04
Avantax Planning Partners, Inc.
DECREASED
Shares6,519 from 8,486
Change-1,967 (-23%)
Value$1.2M (-$291.3K)
Filed 2026-11-03
Ervin Investment Management, LLC
UNCHANGED
Shares6,509 from 6,509
Change0 (0%)
Value$1.2M (+$64.5K)
Filed 2026-10-23
True Private Wealth Advisors
INCREASED
Shares6,505 from 6,259
Change+246 (+4%)
Value$1.2M (+$109.0K)
Filed 2026-10-19
Focused Wealth Management, Inc
INCREASED
Shares6,491 from 5,868
Change+623 (+11%)
Value$1.2M (+$177.1K)
Filed 2026-10-30
Claro Advisors Inc.
INCREASED
Shares6,460 from 5,466
Change+994 (+18%)
Value$1.2M (+$243.9K)
Filed 2026-11-02
SeaBridge Investment Advisors LLC
INCREASED
Shares6,389 from 1,814
Change+4,575 (+252%)
Value$1.2M (+$891.0K)
Filed 2026-11-02
Farmers & Merchants Investments Inc
DECREASED
Shares6,380 from 8,546
Change-2,166 (-25%)
Value$1.2M (-$328.6K)
Filed 2026-10-22
Salvus Wealth Management, LLC
DECREASED
Shares6,366 from 6,453
Change-87 (-1%)
Value$1.2M (+$47.3K)
Filed 2026-10-13
Albion Financial Group
INCREASED
Shares6,354 from 6,337
Change+17 (+0%)
Value$1.2M (+$66.0K)
Filed 2026-10-21
Northeast Investment Management
UNCHANGED
Shares6,339 from 6,339
Change0 (0%)
Value$1.2M (+$62.8K)
Filed 2026-10-30
Fishman JAY A LTD
UNCHANGED
Shares6,327 from 6,327
Change0 (0%)
Value$1.2M (+$62.7K)
Filed 2026-10-26
Keating Investment Counselors Inc
UNCHANGED
Shares6,323 from 6,323
Change0 (0%)
Value$1.2M (+$62.7K)
Filed 2026-10-14
Terra Nova Asset Management LLC
NEW
Shares6,322
Change+6,322
Value$1.2M
Filed 2026-10-13
Mcdonald Partners LLC
DECREASED
Shares6,286 from 6,316
Change-30 (0%)
Value$1.2M (+$56.9K)
Filed 2026-11-03
Enterprise Financial Services Corp
INCREASED
Shares6,274 from 5,207
Change+1,067 (+20%)
Value$1.2M (+$255.2K)
Filed 2026-11-03
Ellis Investment Partners, LLC
INCREASED
Shares6,263 from 6,216
Change+47 (+1%)
Value$1.2M (+$70.6K)
Filed 2026-10-21
Manske Wealth Management
DECREASED
Shares6,259 from 6,471
Change-212 (-3%)
Value$1.2M (+$23.7K)
Filed 2026-10-26
Pinion Investment Advisors, LLC
DECREASED
Shares6,254 from 6,255
Change-1 (0%)
Value$1.2M (+$61.9K)
Filed 2026-11-04
JB Capital LLC
DECREASED
Shares6,238 from 6,703
Change-465 (-7%)
Value$1.2M (-$22.4K)
Filed 2026-10-19
Ejmk Ventures LLC
INCREASED
Shares6,232 from 2,808
Change+3,424 (+122%)
Value$1.2M (+$678.1K)
Filed 2026-10-21
MCF Advisors LLC
INCREASED
Shares6,232 from 5,704
Change+528 (+9%)
Value$1.2M (+$150.9K)
Filed 2026-10-28
Parcion Private Wealth LLC
INCREASED
Shares6,227 from 5,554
Change+673 (+12%)
Value$1.2M (+$183.5K)
Filed 2026-10-28
Segment Wealth Management, LLC
DECREASED
Shares6,198 from 6,940
Change-742 (-11%)
Value$1.2M (-$72.8K)
Filed 2026-10-26
OmniStar Financial Group, Inc.
DECREASED
Shares6,173 from 10,705
Change-4,532 (-42%)
Value$1.2M (-$758.8K)
Filed 2026-10-26
San Luis Wealth Advisors LLC
DECREASED
Shares6,130 from 6,805
Change-675 (-10%)
Value$1.2M (-$61.3K)
Filed 2026-10-27
Heritage Family Offices, LLP
INCREASED
Shares6,115 from 5,860
Change+255 (+4%)
Value$1.2M (+$106.7K)
Filed 2026-11-02
WealthPlan Investment Management, LLC
INCREASED
Shares6,105 from 5,875
Change+230 (+4%)
Value$1.2M (+$102.1K)
Filed 2026-10-15
Hendershot Investments Inc.
DECREASED
Shares6,102 from 6,110
Change-8 (0%)
Value$1.2M (+$59.0K)
Filed 2026-11-05
Guardian Partners Inc.
DECREASED
Shares6,082 from 7,048
Change-966 (-14%)
Value$1.2M (-$114.5K)
Filed 2026-10-21
Baxter Bros Inc
DECREASED
Shares6,068 from 6,118
Change-50 (-1%)
Value$1.2M (+$51.1K)
Filed 2026-11-04
Split Creek LLC DBA Split Creek Capital LLC
DECREASED
Shares6,066 from 6,070
Change-4 (0%)
Value$1.2M (+$59.4K)
Filed 2026-11-02
Novem Group
DECREASED
Shares6,040 from 6,125
Change-85 (-1%)
Value$1.2M (+$44.5K)
Filed 2026-10-19
Cyndeo Wealth Partners, LLC
INCREASED
Shares6,000 from 5,937
Change+63 (+1%)
Value$1.1M (+$70.9K)
Filed 2026-10-16
Center for Financial Planning, Inc.
INCREASED
Shares5,994 from 5,810
Change+184 (+3%)
Value$1.1M (+$92.7K)
Filed 2026-10-26
WBH Advisory Inc
INCREASED
Shares5,984 from 5,584
Change+400 (+7%)
Value$1.1M (+$131.7K)
Filed 2026-11-05
Value Investment Professionals, LLC
UNCHANGED
Shares5,974 from 5,974
Change0 (0%)
Value$1.1M (+$59.2K)
Filed 2026-10-13
Achmea Investment Management B.V.
NEW
Shares5,968
Change+5,968
Value$1.1M
Filed 2026-10-30
Flagship Harbor Advisors, LLC
DECREASED
Shares5,966 from 6,035
Change-69 (-1%)
Value$1.1M (+$46.6K)
Filed 2026-10-26
Franklin Street Advisors Inc
INCREASED
Shares5,959 from 5,958
Change+1 (+0%)
Value$1.1M (+$59.3K)
Filed 2026-10-13
Uncommon Cents Investing Inc
INCREASED
Shares5,916 from 5,806
Change+110 (+2%)
Value$1.1M (+$78.5K)
Filed 2026-10-20
Cherokee Insurance Co
UNCHANGED
Shares5,900 from 5,900
Change0 (0%)
Value$1.1M (+$58.5K)
Filed 2026-11-05
Granite Investment Partners, LLC
DECREASED
Shares5,899 from 6,399
Change-500 (-8%)
Value$1.1M (-$32.0K)
Filed 2026-11-04
TBH Global Asset Management, LLC
DECREASED
Shares5,876 from 6,173
Change-297 (-5%)
Value$1.1M (+$4.5K)
Filed 2026-11-03
Cypress Wealth Services, LLC
DECREASED
Shares5,858 from 7,052
Change-1,194 (-17%)
Value$1.1M (-$160.4K)
Filed 2026-10-21
Trilogy Capital Inc.
INCREASED
Shares5,845 from 5,590
Change+255 (+5%)
Value$1.1M (+$104.1K)
Filed 2026-10-20
Woodmont Investment Counsel LLC
INCREASED
Shares5,816 from 5,626
Change+190 (+3%)
Value$1.1M (+$92.0K)
Filed 2026-10-29
Traphagen Investment Advisors LLC
INCREASED
Shares5,795 from 5,756
Change+39 (+1%)
Value$1.1M (+$64.4K)
Filed 2026-10-14
Moody National Bank Trust Division
UNCHANGED
Shares5,771 from 5,771
Change0 (0%)
Value$1.1M (+$57.2K)
Filed 2026-10-06
Burford Brothers, Inc.
INCREASED
Shares5,769 from 5,768
Change+1 (+0%)
Value$1.1M (+$57.4K)
Filed 2026-10-21
General Partner, Inc.
UNCHANGED
Shares5,768 from 5,768
Change0 (0%)
Value$1.1M (+$57.2K)
Filed 2026-10-05
Kennebec Savings Bank
INCREASED
Shares5,765 from 5,761
Change+4 (+0%)
Value$1.1M (+$57.9K)
Filed 2026-10-22
Visionary Wealth Advisors
DECREASED
Shares5,754 from 5,919
Change-165 (-3%)
Value$1.1M (+$27.2K)
Filed 2026-11-04
New Hampshire Trust
DECREASED
Shares5,736 from 6,339
Change-603 (-10%)
Value$1.1M (-$52.2K)
Filed 2026-10-20
Uhlmann Price Securities, LLC
INCREASED
Shares5,670 from 5,662
Change+8 (+0%)
Value$1.1M (+$57.7K)
Filed 2026-11-03
Legacy Advisors, LLC
DECREASED
Shares5,662 from 5,975
Change-313 (-5%)
Value$1.1M (-$608)
Filed 2026-10-19
KFA Private Wealth Group, LLC
INCREASED
Shares5,647 from 5,644
Change+3 (+0%)
Value$1.1M (+$56.6K)
Filed 2026-10-07
Candriam S.C.A.
UNCHANGED
Shares5,632 from 5,632
Change0 (0%)
Value$1.1M (+$60.7K)
Filed 2026-11-03
Strid Group, LLC
DECREASED
Shares5,614 from 6,444
Change-830 (-13%)
Value$1.1M (-$94.5K)
Filed 2026-10-28
Ignite Planners, LLC
DECREASED
Shares5,592 from 8,696
Change-3,104 (-36%)
Value$1.1M (-$506.7K)
Filed 2026-10-14
Bison Wealth, LLC
INCREASED
Shares5,577 from 4,873
Change+704 (+14%)
Value$1.1M (+$226.3K)
Filed 2026-10-13
Ti-Trust, Inc
INCREASED
Shares5,562 from 5,549
Change+13 (+0%)
Value$1.1M (+$57.5K)
Filed 2026-10-21
American National Bank & Trust
DECREASED
Shares5,558 from 5,660
Change-102 (-2%)
Value$1.1M (+$36.6K)
Filed 2026-10-07
Greenspring Advisors, LLC
INCREASED
Shares5,556 from 1,956
Change+3,600 (+184%)
Value$1.1M (+$706.2K)
Filed 2026-11-05
Power Wealth Management LLC
NEW
Shares5,541
Change+5,541
Value$1.1M
Filed 2026-10-27
Plimoth Trust Co LLC
DECREASED
Shares5,533 from 5,728
Change-195 (-3%)
Value$1.1M (+$19.6K)
Filed 2026-10-26
Washington Trust Advisors, Inc.
INCREASED
Shares5,526 from 4,602
Change+924 (+20%)
Value$1.1M (+$221.9K)
Filed 2026-10-22
Allen Capital Group, LLC
INCREASED
Shares5,525 from 5,335
Change+190 (+4%)
Value$1.1M (+$89.1K)
Filed 2026-10-27
Harrell Investment Partners, LLC
INCREASED
Shares5,518 from 4,935
Change+583 (+12%)
Value$1.1M (+$160.2K)
Filed 2026-10-15
Marks Group Wealth Management, Inc
INCREASED
Shares5,504 from 3,839
Change+1,665 (+43%)
Value$1.1M (+$355.8K)
Filed 2026-11-05
Harbour Trust & Investment Management Co
DECREASED
Shares5,494 from 5,613
Change-119 (-2%)
Value$1.0M (+$32.9K)
Filed 2026-10-28
American Financial & TAX Strategies Inc
UNCHANGED
Shares5,488 from 5,488
Change0 (0%)
Value$1.0M (+$54.4K)
Filed 2026-10-16
Birch Hill Investment Advisors LLC
UNCHANGED
Shares5,471 from 5,471
Change0 (0%)
Value$1.0M (+$54.2K)
Filed 2026-10-16
Stableford Capital II LLC
DECREASED
Shares5,469 from 7,692
Change-2,223 (-29%)
Value$1.0M (-$348.0K)
Filed 2026-10-09
Golden Reserve Retirement LLC
INCREASED
Shares5,468 from 3,849
Change+1,619 (+42%)
Value$1.0M (+$347.0K)
Filed 2026-11-02
Castleview Partners, LLC
INCREASED
Shares5,439 from 4,968
Change+471 (+9%)
Value$1.0M (+$139.0K)
Filed 2026-10-09
Herold Advisors, Inc.
INCREASED
Shares5,432 from 5,182
Change+250 (+5%)
Value$1.0M (+$98.5K)
Filed 2026-10-19
Leonard Rickey Investment Advisors P.L.L.C.
DECREASED
Shares5,417 from 5,695
Change-278 (-5%)
Value$1.0M (+$3.4K)
Filed 2026-10-29
Corda Investment Management, Llc.
NEW
Shares5,402
Change+5,402
Value$1.0M
Filed 2026-10-22
Capital Asset Advisory Services LLC
DECREASED
Shares5,379 from 6,008
Change-629 (-10%)
Value$1.1M (-$1.7K)
Filed 2026-10-30
Magnus Financial Group LLC
INCREASED
Shares5,373 from 5,202
Change+171 (+3%)
Value$1.0M (+$84.3K)
Filed 2026-10-21
Relyea Zuckerberg Hanson LLC
DECREASED
Shares5,362 from 6,727
Change-1,365 (-20%)
Value$1.0M (-$193.9K)
Filed 2026-10-20
Occidental Asset Management, LLC
INCREASED
Shares5,339 from 5,166
Change+173 (+3%)
Value$1.0M (+$84.2K)
Filed 2026-11-05
First National Bank Sioux Falls
DECREASED
Shares5,317 from 5,455
Change-138 (-3%)
Value$1.0M (+$162.3K)
Filed 2026-10-13
Certuity, LLC
INCREASED
Shares5,300 from 5,245
Change+55 (+1%)
Value$1.0M (+$62.5K)
Filed 2026-11-02
Steph & Co
INCREASED
Shares5,298 from 5,223
Change+75 (+1%)
Value$1.0M (+$66.1K)
Filed 2026-10-07
Purewater Capital LLC
UNCHANGED
Shares5,298 from 5,298
Change0 (0%)
Value$1.0M (+$52.5K)
Filed 2026-10-23
Formidable Asset Management, LLC
DECREASED
Shares5,285 from 5,332
Change-47 (-1%)
Value$956.2K (+$74.6K)
Filed 2026-11-03
Juno Financial Group LLC
INCREASED
Shares5,279 from 5,173
Change+106 (+2%)
Value$1.0M (+$71.5K)
Filed 2026-10-27
Fragasso Financial Advisors Inc
DECREASED
Shares5,252 from 5,443
Change-191 (-4%)
Value$1.1M (+$72.0K)
Filed 2026-10-13
Focus Financial Network, Inc.
INCREASED
Shares5,247 from 5,107
Change+140 (+3%)
Value$1.0M (+$77.2K)
Filed 2026-10-14
Versant Capital Management, Inc
INCREASED
Shares5,239 from 5,005
Change+234 (+5%)
Value$999.7K (+$94.3K)
Filed 2026-10-02
GGM Financial LLC
NEW
Shares5,237
Change+5,237
Value$999.3K
Filed 2026-11-05
WoodTrust Financial Corp
INCREASED
Shares5,224 from 3,722
Change+1,502 (+40%)
Value$996 (-$672.0K)
Filed 2026-10-09
Commonwealth Retirement Investments LLC
INCREASED
Shares5,204 from 1,785
Change+3,419 (+192%)
Value$993.0K (+$670.0K)
Filed 2026-10-26
Smith Shellnut Wilson LLC
DECREASED
Shares5,204 from 5,904
Change-700 (-12%)
Value$993.0K (-$75.1K)
Filed 2026-10-21
Oakworth Capital, Inc.
DECREASED
Shares5,190 from 5,214
Change-24 (0%)
Value$990.4K (+$48.3K)
Filed 2026-10-26
Shum Financial Group, Inc.
DECREASED
Shares5,173 from 5,208
Change-35 (-1%)
Value$987.1K (+$44.9K)
Filed 2026-10-13
Capital Advisors, Ltd. LLC
DECREASED
Shares5,166 from 5,202
Change-36 (-1%)
Value$986 (+$45)
Filed 2026-10-27
Crescent Grove Advisors, LLC
INCREASED
Shares5,137 from 5,136
Change+1 (+0%)
Value$980.2K (+$43.5K)
Filed 2026-10-21
QTR Family Wealth, LLC
INCREASED
Shares5,135 from 4,625
Change+510 (+11%)
Value$979.9K (+$143.2K)
Filed 2026-11-02
Farmers & Merchants Trust Co of Long Beach
UNCHANGED
Shares5,121 from 5,121
Change0 (0%)
Value$977.2K (+$50.7K)
Filed 2026-10-22
Wingate Wealth Advisors, Inc.
INCREASED
Shares5,086 from 5,076
Change+10 (+0%)
Value$970.5K (+$52.2K)
Filed 2026-10-26
Columbia Asset Management
UNCHANGED
Shares5,080 from 5,080
Change0 (0%)
Value$969.4K (+$50.3K)
Filed 2026-10-19
Plancorp, LLC
INCREASED
Shares5,074 from 4,463
Change+611 (+14%)
Value$1.1M (+$255.3K)
Filed 2026-11-03
CMG Global Holdings, LLC
DECREASED
Shares5,055 from 5,113
Change-58 (-1%)
Value$964.6K (+$39.6K)
Filed 2026-10-14
Baker Tilly Wealth Management, LLC
INCREASED
Shares5,053 from 4,899
Change+154 (+3%)
Value$964.3K (+$78.0K)
Filed 2026-10-05
Trek Financial, LLC
INCREASED
Shares5,040 from 5,001
Change+39 (+1%)
Value$961.7K (+$57.0K)
Filed 2026-10-29
Old Peak Finance LLC
DECREASED
Shares5,036 from 5,209
Change-173 (-3%)
Value$960.9K (+$18.4K)
Filed 2026-11-02
Aviso Wealth Management
INCREASED
Shares5,017 from 4,795
Change+222 (+5%)
Value$957.4K (+$89.9K)
Filed 2026-11-04
Yacktman Asset Management LP
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$954.1K (+$49.6K)
Filed 2026-11-02
Perryman Financial Advisory Inc
DECREASED
Shares4,980 from 5,050
Change-70 (-1%)
Value$950.3K (+$36.8K)
Filed 2026-10-16
Evanson Financial, LLC
UNCHANGED
Shares4,970 from 4,970
Change0 (0%)
Value$948.4K (+$49.3K)
Filed 2026-10-23
Ridgecrest Wealth Partners, LLC
UNCHANGED
Shares4,961 from 4,961
Change0 (0%)
Value$946.7K (+$49.2K)
Filed 2026-10-19
Accredited Investors Inc.
INCREASED
Shares4,959 from 4,846
Change+113 (+2%)
Value$946.2K (+$69.5K)
Filed 2026-11-03
Opal Wealth Advisors, LLC
DECREASED
Shares4,956 from 6,312
Change-1,356 (-21%)
Value$945.6K (-$196.4K)
Filed 2026-10-16
Courier Capital LLC
INCREASED
Shares4,950 from 4,855
Change+95 (+2%)
Value$944.5K (+$66.2K)
Filed 2026-10-19
Moss Adams Wealth Advisors LLC
DECREASED
Shares4,945 from 5,966
Change-1,021 (-17%)
Value$943.7K (-$144.2K)
Filed 2026-10-28
Evansbrook LLC
UNCHANGED
Shares4,924 from 4,924
Change0 (0%)
Value$939.6K (+$48.8K)
Filed 2026-10-16
Yoffe Investment Management, LLC
UNCHANGED
Shares4,900 from 4,900
Change0 (0%)
Value$935.0K (+$48.6K)
Filed 2026-11-02
Spirit of America Management Corp
UNCHANGED
Shares4,900 from 4,900
Change0 (0%)
Value$935.0K (+$48.6K)
Filed 2026-10-14
Triangle Securities Wealth Management
UNCHANGED
Shares4,888 from 4,888
Change0 (0%)
Value$932.7K (+$48.4K)
Filed 2026-10-14
Raiffeisen Bank International AG
INCREASED
Shares4,883 from 385
Change+4,498 (+1168%)
Value$946.8K (+$876.4K)
Filed 2026-10-28
Moneco Advisors, LLC
INCREASED
Shares4,868 from 4,802
Change+66 (+1%)
Value$928.9K (+$60.2K)
Filed 2026-11-05
Cross Staff Investments Inc
DECREASED
Shares4,820 from 4,920
Change-100 (-2%)
Value$919.7K (+$29.7K)
Filed 2026-10-22
Harel Insurance Investments & Financial Services Ltd.
INCREASED
Shares4,800 from 1,950
Change+2,850 (+146%)
Value$916 (-$352.1K)
Filed 2026-11-02
Horst & Graben Wealth Management LLC
INCREASED
Shares4,790 from 4,759
Change+31 (+1%)
Value$913.9K (+$68.3K)
Filed 2026-11-02
Wrenne Financial Planning LLC
UNCHANGED
Shares4,781 from 4,781
Change0 (0%)
Value$912.3K (+$47.4K)
Filed 2026-10-30
TCI Wealth Advisors, Inc.
DECREASED
Shares4,776 from 5,444
Change-668 (-12%)
Value$911.3K (-$73.5K)
Filed 2026-10-30
Income Insurance Ltd
UNCHANGED
Shares4,773 from 4,773
Change0 (0%)
Value$910.8K (+$47.3K)
Filed 2026-10-21
Kennedy Investment Group, Inc.
INCREASED
Shares4,750 from 4,746
Change+4 (+0%)
Value$906.4K (+$47.9K)
Filed 2026-10-21
Root Financial Partners, LLC
INCREASED
Shares4,741 from 3,505
Change+1,236 (+35%)
Value$904.6K (+$270.5K)
Filed 2026-10-21
LeConte Wealth Management, LLC
INCREASED
Shares4,736 from 4,607
Change+129 (+3%)
Value$903.7K (+$70.3K)
Filed 2026-10-20
Piedmont Capital Management, LLC
UNCHANGED
Shares4,722 from 4,722
Change0 (0%)
Value$901.1K (+$46.8K)
Filed 2026-10-21
Guilbault Capital LLC
DECREASED
Shares4,694 from 5,017
Change-323 (-6%)
Value$895.7K (-$11.9K)
Filed 2026-10-28
Chesley Taft & Associates LLC
UNCHANGED
Shares4,675 from 4,675
Change0 (0%)
Value$892.1K (+$46.3K)
Filed 2026-10-13
Skyline Advisors, Inc.
INCREASED
Shares4,662 from 4,661
Change+1 (+0%)
Value$889.7K (+$46.5K)
Filed 2026-11-03
Avity Investment Management Inc.
INCREASED
Shares4,656 from 4,112
Change+544 (+13%)
Value$888.5K (+$144.6K)
Filed 2026-10-09
Founders Grove Wealth Partners, LLC
INCREASED
Shares4,636 from 4,518
Change+118 (+3%)
Value$884.6K (+$67.3K)
Filed 2026-10-16
MBA Advisors LLC
DECREASED
Shares4,635 from 4,637
Change-2 (0%)
Value$884.4K (+$45.6K)
Filed 2026-10-29
Balboa Wealth Partners
INCREASED
Shares4,551 from 4,310
Change+241 (+6%)
Value$868.4K (+$88.7K)
Filed 2026-10-20
Fiduciary Alliance LLC
INCREASED
Shares4,551 from 4,396
Change+155 (+4%)
Value$868.4K (+$73.2K)
Filed 2026-10-13
Ipswich Investment Management Co., Inc.
DECREASED
Shares4,550 from 4,568
Change-18 (0%)
Value$868.2K (+$41.8K)
Filed 2026-10-13
Wolff Financial Management LLC
UNCHANGED
Shares4,523 from 4,523
Change0 (0%)
Value$863.1K (+$44.8K)
Filed 2026-10-23
JFS Wealth Advisors, LLC
INCREASED
Shares4,494 from 4,455
Change+39 (+1%)
Value$857.6K (+$51.1K)
Filed 2026-11-03
Philip James Wealth Mangement, LLC
INCREASED
Shares4,479 from 4,229
Change+250 (+6%)
Value$854.7K (+$89.6K)
Filed 2026-10-27
Elyxium Wealth, LLC
INCREASED
Shares4,479 from 4,320
Change+159 (+4%)
Value$854.7K (+$73.2K)
Filed 2026-10-27
McAdam, LLC
INCREASED
Shares4,475 from 3,992
Change+483 (+12%)
Value$853.8K (+$131.6K)
Filed 2026-10-21
Atlas Brown,Inc.
INCREASED
Shares4,471 from 4,442
Change+29 (+1%)
Value$853.2K (+$49.5K)
Filed 2026-10-09
Peoples Financial Services Corp.
UNCHANGED
Shares4,464 from 4,464
Change0 (0%)
Value$851.8K (+$44.2K)
Filed 2026-10-20
Heartwood Wealth Advisors LLC
UNCHANGED
Shares4,443 from 4,443
Change0 (0%)
Value$847.8K (+$44.0K)
Filed 2026-10-05
LexAurum Advisors, LLC
INCREASED
Shares4,431 from 3,913
Change+518 (+13%)
Value$845.5K (+$137.6K)
Filed 2026-10-19
Todd Wealth Management, LLC
INCREASED
Shares4,422 from 4,421
Change+1 (+0%)
Value$843.8K (+$43.9K)
Filed 2026-10-19
Veracity Capital LLC
INCREASED
Shares4,417 from 2,736
Change+1,681 (+61%)
Value$842.8K (+$347.9K)
Filed 2026-10-08
SmartHarvest Portfolios, LLC
DECREASED
Shares4,417 from 5,628
Change-1,211 (-22%)
Value$842.8K (-$175.4K)
Filed 2026-10-26
Integrity Advisory Solutions, LLC
INCREASED
Shares4,396 from 2,895
Change+1,501 (+52%)
Value$839.0K (+$315.2K)
Filed 2026-10-29
Atwood & Palmer Inc
UNCHANGED
Shares4,386 from 4,386
Change0 (0%)
Value$836.9K (+$43.5K)
Filed 2026-10-08
Smith Partners Wealth Management, LLC
INCREASED
Shares4,385 from 4,200
Change+185 (+4%)
Value$836.7K (+$76.9K)
Filed 2026-11-05
TSG Advice Partners, LLC
NEW
Shares4,381
Change+4,381
Value$792.6K
Filed 2026-10-29
Sentry LLC
DECREASED
Shares4,375 from 4,447
Change-72 (-2%)
Value$834.8K (+$30.3K)
Filed 2026-10-30
W Advisors, LLC
INCREASED
Shares4,349 from 4,252
Change+97 (+2%)
Value$829.9K (+$60.6K)
Filed 2026-11-02
Virtue Capital Management, LLC
DECREASED
Shares4,342 from 4,663
Change-321 (-7%)
Value$828.6K (-$15.0K)
Filed 2026-10-29
Gibson Capital, LLC
UNCHANGED
Shares4,340 from 4,340
Change0 (0%)
Value$828.2K (+$43.0K)
Filed 2026-10-23
Wiregrass Investment Management LLC
INCREASED
Shares4,331 from 4,287
Change+44 (+1%)
Value$826.5K (+$50.9K)
Filed 2026-11-05
Vann Equity Management LLC
DECREASED
Shares4,329 from 4,456
Change-127 (-3%)
Value$826.0K (+$19.8K)
Filed 2026-10-08
Sima Wealth Partners, LLC
UNCHANGED
Shares4,322 from 4,322
Change0 (0%)
Value$824.7K (+$42.8K)
Filed 2026-10-19
Financial Management Professionals, Inc.
DECREASED
Shares4,314 from 4,377
Change-63 (-1%)
Value$823.2K (+$24.9K)
Filed 2026-10-23
Cromwell Holdings LLC
DECREASED
Shares4,306 from 4,830
Change-524 (-11%)
Value$821.7K (-$59.2K)
Filed 2026-10-28
Leo Wealth, LLC
NEW
Shares4,302
Change+4,302
Value$821.0K
Filed 2026-10-26
Independence Wealth Advisors, LLC
DECREASED
Shares4,302 from 4,354
Change-52 (-1%)
Value$820.8K (+$33.2K)
Filed 2026-10-29
Wealth Dimensions Group, Ltd.
INCREASED
Shares4,272 from 4,269
Change+3 (+0%)
Value$815.1K (+$42.9K)
Filed 2026-11-02
RMR Wealth Builders
INCREASED
Shares4,254 from 3,880
Change+374 (+10%)
Value$811.7K (+$109.8K)
Filed 2026-10-22
Washington Trust Co
INCREASED
Shares4,211 from 4,206
Change+5 (+0%)
Value$803.6K (+$42.6K)
Filed 2026-10-22
Absher Wealth Management, LLC
DECREASED
Shares4,206 from 4,276
Change-70 (-2%)
Value$802.6K (+$29.0K)
Filed 2026-11-02
Traynor Capital Management, Inc.
INCREASED
Shares4,203 from 4,201
Change+2 (+0%)
Value$801.9K (+$41.9K)
Filed 2026-10-29
Elevate Capital Advisors, LLC
DECREASED
Shares4,182 from 4,471
Change-289 (-6%)
Value$798.0K (-$10.7K)
Filed 2026-11-02
Powers Advisory Group, LLC
DECREASED
Shares4,182 from 4,465
Change-283 (-6%)
Value$797.9K (-$9.8K)
Filed 2026-10-14
Allen Mooney & Barnes Investment Advisors LLC
INCREASED
Shares4,180 from 4,170
Change+10 (+0%)
Value$797.7K (+$43.3K)
Filed 2026-10-08
Howard Financial Services, Ltd.
INCREASED
Shares4,169 from 4,004
Change+165 (+4%)
Value$795.6K (+$71.3K)
Filed 2026-10-15
KCM Investment Advisors LLC
DECREASED
Shares4,154 from 4,528
Change-374 (-8%)
Value$792.7K (-$26.5K)
Filed 2026-10-27
Greatmark Investment Partners, Inc.
UNCHANGED
Shares4,152 from 4,152
Change0 (0%)
Value$792.3K (+$41.1K)
Filed 2026-10-28
Ayrshire Capital Management LLC
INCREASED
Shares4,148 from 3,800
Change+348 (+9%)
Value$791.5K (+$104.1K)
Filed 2026-10-20
Cdkv Holdings LLC
UNCHANGED
Shares4,144 from 4,144
Change0 (0%)
Value$790.8K (+$41.1K)
Filed 2026-10-28
Grant Private Wealth Management Inc
INCREASED
Shares4,142 from 3,558
Change+584 (+16%)
Value$790.5K (+$146.8K)
Filed 2026-10-19
Probity Advisors, Inc.
DECREASED
Shares4,117 from 4,155
Change-38 (-1%)
Value$785.6K (+$33.9K)
Filed 2026-10-23
Alpha Family Trust
UNCHANGED
Shares4,110 from 4,110
Change0 (0%)
Value$743.5K ($0)
Filed 2026-11-04
Abel Hall, LLC
INCREASED
Shares4,086 from 3,846
Change+240 (+6%)
Value$779.7K (+$83.9K)
Filed 2026-10-19
Axim Planning & Wealth
UNCHANGED
Shares4,075 from 4,075
Change0 (0%)
Value$777.6K (+$40.4K)
Filed 2026-10-28
XY Planning Network, Inc.
INCREASED
Shares4,069 from 3,955
Change+114 (+3%)
Value$776.4K (+$60.9K)
Filed 2026-10-14
Old Second National Bank of Aurora
UNCHANGED
Shares4,059 from 4,059
Change0 (0%)
Value$774.5K (+$40.2K)
Filed 2026-10-22
Rose Capital Advisors LLC
INCREASED
Shares4,050 from 1,539
Change+2,511 (+163%)
Value$772.9K (+$494.5K)
Filed 2026-11-04
Leslie Global Wealth, LLC
INCREASED
Shares4,049 from 2,000
Change+2,049 (+102%)
Value$772.6K (+$550.1K)
Filed 2026-10-26
Genesis Private Wealth, LLC
INCREASED
Shares4,041 from 3,237
Change+804 (+25%)
Value$771.1K (+$185.5K)
Filed 2026-11-02
Boit C F David
UNCHANGED
Shares4,020 from 4,020
Change0 (0%)
Value$767.1K (+$39.8K)
Filed 2026-10-29
Mayfair Advisory Group, LLC
UNCHANGED
Shares3,995 from 3,995
Change0 (0%)
Value$762.4K (-$8.7K)
Filed 2026-10-20
Intrua Financial, LLC
DECREASED
Shares3,992 from 4,105
Change-113 (-3%)
Value$761.7K (+$19.0K)
Filed 2026-10-28
Davidson Trust Co
UNCHANGED
Shares3,989 from 3,989
Change0 (0%)
Value$761.2K (+$39.5K)
Filed 2026-10-09
Wealth Quarterback LLC
INCREASED
Shares3,979 from 3,971
Change+8 (+0%)
Value$759.2K (+$40.8K)
Filed 2026-10-20
Nfsg Corp
DECREASED
Shares3,977 from 3,985
Change-8 (0%)
Value$758.8K (+$37.8K)
Filed 2026-10-15
May Hill Capital, LLC
INCREASED
Shares3,967 from 3,810
Change+157 (+4%)
Value$757.0K (+$67.7K)
Filed 2026-11-03
E&G Advisors, LLC
INCREASED
Shares3,952 from 3,802
Change+150 (+4%)
Value$754.1K (+$66.3K)
Filed 2026-10-13
Aspiriant, LLC
DECREASED
Shares3,951 from 4,229
Change-278 (-7%)
Value$753.9K (-$11.1K)
Filed 2026-10-16
Freedom Day Solutions, LLC
INCREASED
Shares3,939 from 3,454
Change+485 (+14%)
Value$751.6K (+$125.7K)
Filed 2026-10-20
Zullo Investment Group, Inc.
UNCHANGED
Shares3,926 from 3,926
Change0 (0%)
Value$749.2K (+$38.9K)
Filed 2026-10-20
Towercrest Capital Management
UNCHANGED
Shares3,924 from 3,924
Change0 (0%)
Value$264.2K (-$18.1K)
Filed 2026-10-23
Congress Asset Management Co
INCREASED
Shares3,901 from 3,287
Change+614 (+19%)
Value$744.4K (+$149.7K)
Filed 2026-10-06
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares3,900 from 4,942
Change-1,042 (-21%)
Value$744.2K (-$149.9K)
Filed 2026-10-07
Garrett Wealth Advisory Group, LLC
DECREASED
Shares3,884 from 3,945
Change-61 (-2%)
Value$741.1K (+$27.5K)
Filed 2026-10-22
PFG Advisors
DECREASED
Shares3,876 from 4,032
Change-156 (-4%)
Value$739.7K (+$10.3K)
Filed 2026-10-16
Western Financial Corp
NEW
Shares3,867
Change+3,867
Value$738.0K
Filed 2026-10-14
Creative Financial Designs Inc
INCREASED
Shares3,863 from 3,759
Change+104 (+3%)
Value$737.1K (+$57.1K)
Filed 2026-11-04
Ascent Wealth Partners, LLC
NEW
Shares3,860
Change+3,860
Value$736.6K
Filed 2026-10-23
Sather Financial Group Inc
DECREASED
Shares3,855 from 4,653
Change-798 (-17%)
Value$735.6K (-$106.2K)
Filed 2026-10-30
Mattern Wealth Management LLC
DECREASED
Shares3,852 from 3,877
Change-25 (-1%)
Value$735.0K (+$33.7K)
Filed 2026-11-04
Private Client Services, LLC
INCREASED
Shares3,850 from 3,483
Change+367 (+11%)
Value$734.6K (+$104.5K)
Filed 2026-10-02
Cohen Investment Advisors LLC
INCREASED
Shares3,841 from 3,740
Change+101 (+3%)
Value$732.9K (+$56.3K)
Filed 2026-10-20
Alpine Bank Wealth Management
INCREASED
Shares3,836 from 3,742
Change+94 (+3%)
Value$732.0K (+$55.0K)
Filed 2026-10-16
GC Wealth Management RIA, LLC
DECREASED
Shares3,826 from 4,198
Change-372 (-9%)
Value$730.1K (-$29.4K)
Filed 2026-11-02
WP Advisors, LLC
DECREASED
Shares3,821 from 5,789
Change-1,968 (-34%)
Value$729.3K (-$318.0K)
Filed 2026-10-22
Asset One Wealth Management LLC
INCREASED
Shares3,808 from 2,428
Change+1,380 (+57%)
Value$726.7K (+$287.4K)
Filed 2026-11-02
Camden National Bank
DECREASED
Shares3,807 from 3,911
Change-104 (-3%)
Value$726.5K (+$18.9K)
Filed 2026-11-02
MBL Wealth, LLC
INCREASED
Shares3,800 from 2,740
Change+1,060 (+39%)
Value$725.3K (+$229.6K)
Filed 2026-10-22
Ledyard National Bank
INCREASED
Shares3,764 from 3,760
Change+4 (+0%)
Value$718.2K (+$38.0K)
Filed 2026-10-21
Elmwood Wealth Management, Inc.
INCREASED
Shares3,763 from 3,751
Change+12 (+0%)
Value$718.0K (+$39.3K)
Filed 2026-10-14
Almanack Investment Partners, Llc.
DECREASED
Shares3,757 from 3,783
Change-26 (-1%)
Value$717.0K (+$32.6K)
Filed 2026-11-03
Nemes Rush Group LLC
UNCHANGED
Shares3,752 from 3,752
Change0 (0%)
Value$716.0K (+$37.2K)
Filed 2026-11-04
Westside Investment Management, Inc.
UNCHANGED
Shares3,745 from 3,745
Change0 (0%)
Value$712.6K (+$35.1K)
Filed 2026-11-02
Avior Wealth Management, LLC
INCREASED
Shares3,733 from 3,554
Change+179 (+5%)
Value$712.2K (+$69.4K)
Filed 2026-10-13
Blake Schutter Theil Wealth Advisors, LLC
DECREASED
Shares3,731 from 3,939
Change-208 (-5%)
Value$711.9K (-$655)
Filed 2026-11-02
Folger Nolan Fleming Douglas Capital Management, Inc
DECREASED
Shares3,724 from 3,744
Change-20 (-1%)
Value$710.6K (+$33.3K)
Filed 2026-10-13
Archford Capital Strategies, LLC
INCREASED
Shares3,719 from 2,672
Change+1,047 (+39%)
Value$709.6K (+$226.3K)
Filed 2026-10-19
Register Financial Advisors LLC
INCREASED
Shares3,717 from 3,688
Change+29 (+1%)
Value$709.2K (+$42.0K)
Filed 2026-10-23
PKS Advisory Services, LLC
UNCHANGED
Shares3,717 from 3,717
Change0 (0%)
Value$672.4K ($0)
Filed 2026-10-26
Naples Global Advisors, LLC
DECREASED
Shares3,716 from 3,720
Change-4 (0%)
Value$709.0K (+$32.1K)
Filed 2026-11-05
Douglas Lane & Associates, LLC
DECREASED
Shares3,715 from 4,285
Change-570 (-13%)
Value$708.9K (-$66.2K)
Filed 2026-10-09
VUB Generali dochodkova spravcovska spolocnost, a.s.
UNCHANGED
Shares3,686 from 3,686
Change0 (0%)
Value$703.4K (+$36.5K)
Filed 2026-10-26
Pines Wealth Management, LLC
INCREASED
Shares3,685 from 3,130
Change+555 (+18%)
Value$703.2K (+$136.9K)
Filed 2026-10-21
Vaughan & Co Securities, Inc.
DECREASED
Shares3,677 from 4,424
Change-747 (-17%)
Value$701.6K (-$98.7K)
Filed 2026-10-23
Hamilton Point Investment Advisors, LLC
UNCHANGED
Shares3,672 from 3,672
Change0 (0%)
Value$700.7K (+$31.0K)
Filed 2026-11-03
Altfest L J & Co Inc
INCREASED
Shares3,670 from 3,379
Change+291 (+9%)
Value$700.3K (+$89.1K)
Filed 2026-10-27
Oasis Advisors, LLC
NEW
Shares3,663
Change+3,663
Value$698.9K
Filed 2026-10-16
Fermata Advisors, LLC
INCREASED
Shares3,635 from 3,468
Change+167 (+5%)
Value$693.6K (+$66.3K)
Filed 2026-10-13
Granite Group Advisors, LLC
DECREASED
Shares3,628 from 3,629
Change-1 (0%)
Value$692.2K (+$35.7K)
Filed 2026-10-14
Silverlake Wealth Management LLC
DECREASED
Shares3,619 from 3,864
Change-245 (-6%)
Value$690.5K (-$8.5K)
Filed 2026-10-21
Commonwealth Financial Services, LLC
INCREASED
Shares3,613 from 3,602
Change+11 (+0%)
Value$689.4K (+$37.8K)
Filed 2026-10-20
Capital Advisors Wealth Management, LLC
INCREASED
Shares3,604 from 3,584
Change+20 (+1%)
Value$687.7K (+$39.3K)
Filed 2026-10-09
Bangor Savings Bank
UNCHANGED
Shares3,592 from 3,592
Change0 (0%)
Value$685.4K (+$35.6K)
Filed 2026-10-06
Focused Alpha, LLC
NEW
Shares3,587
Change+3,587
Value$684.5K
Filed 2026-10-20
Laurel OAK Wealth Management, LLC
INCREASED
Shares3,587 from 3,412
Change+175 (+5%)
Value$684.5K (+$67.2K)
Filed 2026-10-19
Powell Investment Advisors, LLC
UNCHANGED
Shares3,587 from 3,587
Change0 (0%)
Value$684.5K (+$30.3K)
Filed 2026-10-22
Pathway Financial Advisors LLC
DECREASED
Shares3,582 from 3,882
Change-300 (-8%)
Value$683.5K (-$24.1K)
Filed 2026-10-07
Adelphi Trust Co
INCREASED
Shares3,582 from 3,329
Change+253 (+8%)
Value$683.5K (+$81.3K)
Filed 2026-10-05
Godsey & Gibb, Inc
INCREASED
Shares3,578 from 3,568
Change+10 (+0%)
Value$682.8K (+$37.3K)
Filed 2026-10-14
Garde Capital, Inc.
INCREASED
Shares3,577 from 3,424
Change+153 (+4%)
Value$682.6K (+$63.1K)
Filed 2026-10-29
Rayburn West Financial Services LLC
UNCHANGED
Shares3,574 from 3,574
Change0 (0%)
Value$682.0K (+$35.4K)
Filed 2026-11-03
Verus Capital Partners, LLC
DECREASED
Shares3,572 from 3,794
Change-222 (-6%)
Value$681.6K (-$4.8K)
Filed 2026-11-03
Montchanin Asset Management, LLC
INCREASED
Shares3,557 from 3,007
Change+550 (+18%)
Value$679 (-$543.3K)
Filed 2026-11-02
Coastline Trust Co
UNCHANGED
Shares3,552 from 3,552
Change0 (0%)
Value$677.8K (+$35.2K)
Filed 2026-10-01
Patriot Investment Management Group, Inc.
INCREASED
Shares3,535 from 3,529
Change+6 (+0%)
Value$674.5K (+$36.1K)
Filed 2026-10-15
Ascentis Wealth Management, LLC
INCREASED
Shares3,532 from 3,487
Change+45 (+1%)
Value$674.0K (+$43.2K)
Filed 2026-11-03
Howland Capital Management LLC
INCREASED
Shares3,529 from 3,354
Change+175 (+5%)
Value$673.4K (+$61.7K)
Filed 2026-10-22
True North Advisors, LLC
DECREASED
Shares3,524 from 3,931
Change-407 (-10%)
Value$672.5K (-$38.7K)
Filed 2026-10-22
Miller Financial Services LLC
INCREASED
Shares3,522 from 3,020
Change+502 (+17%)
Value$672.1K (+$125.8K)
Filed 2026-10-20
Riverbend Wealth Management, LLC
INCREASED
Shares3,517 from 2,377
Change+1,140 (+48%)
Value$671.1K (+$241.1K)
Filed 2026-10-15
Prentice Wealth Management LLC
DECREASED
Shares3,516 from 3,722
Change-206 (-6%)
Value$670.9K (-$2.4K)
Filed 2026-10-20
Griffin Asset Management, Inc.
DECREASED
Shares3,512 from 4,089
Change-577 (-14%)
Value$670.2K (-$69.5K)
Filed 2026-10-22
Legacy Private Trust Co.
DECREASED
Shares3,508 from 3,534
Change-26 (-1%)
Value$669.4K (+$30.1K)
Filed 2026-10-06
J. L. Bainbridge & Co., Inc.
INCREASED
Shares3,492 from 3,491
Change+1 (+0%)
Value$666.3K (+$34.6K)
Filed 2026-10-20
Hilltop National Bank
INCREASED
Shares3,491 from 3,258
Change+233 (+7%)
Value$666.2K (+$76.7K)
Filed 2026-10-14
Meadowbrook Wealth Management, LLC
NEW
Shares3,490
Change+3,490
Value$666.0K
Filed 2026-10-08
Xcel Wealth Management, LLC
UNCHANGED
Shares3,483 from 3,483
Change0 (0%)
Value$664.6K (+$34.6K)
Filed 2026-10-26
Goldstein Advisors, LLC
INCREASED
Shares3,475 from 3,208
Change+267 (+8%)
Value$663.1K (+$82.7K)
Filed 2026-10-15
West Paces Advisors Inc.
INCREASED
Shares3,463 from 3,203
Change+260 (+8%)
Value$660.8K (+$81.4K)
Filed 2026-10-13
Riversedge Advisors, LLC
INCREASED
Shares3,444 from 2,716
Change+728 (+27%)
Value$657.1K (+$165.8K)
Filed 2026-10-09
Buckhead Capital Management LLC
DECREASED
Shares3,440 from 3,460
Change-20 (-1%)
Value$656.4K (+$30.5K)
Filed 2026-11-03
Robertson Stephens Wealth Management, LLC
INCREASED
Shares3,436 from 3,268
Change+168 (+5%)
Value$655.6K (+$59.6K)
Filed 2026-10-16
Alliance Wealth Management Group
UNCHANGED
Shares3,424 from 3,424
Change0 (0%)
Value$230.6K (-$15.8K)
Filed 2026-10-29
MBE Wealth Management, LLC
NEW
Shares3,423
Change+3,423
Value$653.1K
Filed 2026-10-26
Benin Management Corp
UNCHANGED
Shares3,423 from 3,423
Change0 (0%)
Value$653.2K (+$33.9K)
Filed 2026-10-22
Financial Solutions Advisory Group, Inc.
INCREASED
Shares3,414 from 3,408
Change+6 (+0%)
Value$700.6K (+$83.1K)
Filed 2026-10-28
Anchyra Partners LLC
INCREASED
Shares3,405 from 3,212
Change+193 (+6%)
Value$649.7K (+$68.7K)
Filed 2026-10-13
CRA Financial Services, LLC
INCREASED
Shares3,395 from 3,373
Change+22 (+1%)
Value$647.9K (+$37.6K)
Filed 2026-10-16
Code Waechter LLC
DECREASED
Shares3,393 from 4,572
Change-1,179 (-26%)
Value$647.5K (-$179.5K)
Filed 2026-10-23
Alliance Wealth Advisors, LLC
INCREASED
Shares3,388 from 3,212
Change+176 (+5%)
Value$646.5K (+$65.4K)
Filed 2026-10-28
XXI Wealth, LLC
INCREASED
Shares3,387 from 3,115
Change+272 (+9%)
Value$646.3K (+$82.8K)
Filed 2026-10-22
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares3,386 from 3,386
Change0 (0%)
Value$646.1K (+$28.6K)
Filed 2026-10-30
TFC Financial Management, Inc.
DECREASED
Shares3,385 from 3,422
Change-37 (-1%)
Value$645.9K (+$26.9K)
Filed 2026-10-26
Signal Advisors Wealth, LLC
DECREASED
Shares3,383 from 3,484
Change-101 (-3%)
Value$645.6K (+$15.3K)
Filed 2026-10-13
Emprise Bank
UNCHANGED
Shares3,380 from 3,380
Change0 (0%)
Value$645.0K (+$33.5K)
Filed 2026-10-07
Syverson Strege & Co
DECREASED
Shares3,366 from 3,372
Change-6 (0%)
Value$642.3K (+$32.3K)
Filed 2026-11-02
Aegon Asset Management UK PLC
DECREASED
Shares3,360 from 3,401
Change-41 (-1%)
Value$641.2K (+$25.9K)
Filed 2026-11-04
Penobscot Investment Management Company, Inc.
UNCHANGED
Shares3,348 from 3,348
Change0 (0%)
Value$638.9K (+$33.2K)
Filed 2026-10-26
Clear Harbor Asset Management, LLC
UNCHANGED
Shares3,343 from 3,343
Change0 (0%)
Value$637.9K (+$33.1K)
Filed 2026-11-05
Client 1ST Advisory Group, LLC
DECREASED
Shares3,339 from 3,470
Change-131 (-4%)
Value$637.1K (+$9.4K)
Filed 2026-10-19
Hazlett, Burt & Watson, Inc.
INCREASED
Shares3,324 from 3,323
Change+1 (+0%)
Value$635 (-$525.4K)
Filed 2026-11-04
SYM Financial Corp
INCREASED
Shares3,297 from 2,471
Change+826 (+33%)
Value$629.2K (+$182.2K)
Filed 2026-10-26
MW Advisory, LLC
INCREASED
Shares3,296 from 2,263
Change+1,033 (+46%)
Value$628.9K (+$219.5K)
Filed 2026-10-19
Key Client Fiduciary Advisors, LLC
INCREASED
Shares3,294 from 3,286
Change+8 (+0%)
Value$628.6K (+$34.1K)
Filed 2026-10-19
Forbes Financial Planning, Inc.
DECREASED
Shares3,291 from 3,461
Change-170 (-5%)
Value$628.0K (+$1.9K)
Filed 2026-10-23
Kentucky Trust Co
DECREASED
Shares3,278 from 3,320
Change-42 (-1%)
Value$625.5K (+$24.9K)
Filed 2026-10-15
Optivise Advisory Services LLC
INCREASED
Shares3,277 from 3,186
Change+91 (+3%)
Value$625.3K (+$49.0K)
Filed 2026-10-19
Thrive Capital Management, LLC
INCREASED
Shares3,276 from 3,231
Change+45 (+1%)
Value$625.2K (+$40.7K)
Filed 2026-10-28
Eastern Bank
INCREASED
Shares3,271 from 2,528
Change+743 (+29%)
Value$624.2K (+$166.8K)
Filed 2026-10-05
AGH Wealth Advisors, LLC
INCREASED
Shares3,271 from 3,083
Change+188 (+6%)
Value$624.2K (+$66.4K)
Filed 2026-10-26
Rossby Financial, LCC
INCREASED
Shares3,263 from 2,228
Change+1,035 (+46%)
Value$622.7K (+$219.6K)
Filed 2026-11-05
Obermeyer Wealth Partners
DECREASED
Shares3,237 from 3,245
Change-8 (0%)
Value$617.7K (+$30.6K)
Filed 2026-10-21
Sterling Investment Counsel, LLC
INCREASED
Shares3,225 from 3,190
Change+35 (+1%)
Value$615.4K (+$38.3K)
Filed 2026-10-19
Quantum Financial Advisors, LLC
INCREASED
Shares3,221 from 2,917
Change+304 (+10%)
Value$614.6K (+$86.9K)
Filed 2026-11-03
Landmark Wealth Management, LLC
UNCHANGED
Shares3,215 from 3,215
Change0 (0%)
Value$613.5K (+$31.9K)
Filed 2026-11-03
Nilsine Partners, LLC
INCREASED
Shares3,213 from 3,093
Change+120 (+4%)
Value$613.1K (+$53.6K)
Filed 2026-11-02
World Equity Group, Inc.
DECREASED
Shares3,201 from 3,600
Change-399 (-11%)
Value$610.9K (-$40.3K)
Filed 2026-10-14
Third View Private Wealth, LLC
INCREASED
Shares3,198 from 2,636
Change+562 (+21%)
Value$610.3K (+$133.4K)
Filed 2026-10-30
Elevatus Welath Management
INCREASED
Shares3,171 from 2,684
Change+487 (+18%)
Value$605.0K (+$119.5K)
Filed 2026-10-19
KPP Advisory Services LLC
DECREASED
Shares3,168 from 3,558
Change-390 (-11%)
Value$604.5K (-$39.2K)
Filed 2026-10-26
Strategic Advisors LLC
INCREASED
Shares3,154 from 3,153
Change+1 (+0%)
Value$601.8K (+$31.4K)
Filed 2026-10-13
Sweeney & Michel, LLC
INCREASED
Shares3,132 from 3,122
Change+10 (+0%)
Value$597.6K (+$5.8K)
Filed 2026-10-16
Strata Wealth Advisors, LLC
INCREASED
Shares3,120 from 3,020
Change+100 (+3%)
Value$595.3K (+$49.0K)
Filed 2026-10-16
Accel Wealth Management
INCREASED
Shares3,107 from 3,096
Change+11 (+0%)
Value$592.8K (+$32.8K)
Filed 2026-10-13
S.A. Mason LLC
INCREASED
Shares3,100 from 3,094
Change+6 (+0%)
Value$591.5K (+$31.7K)
Filed 2026-10-13
First Heartland Consultants, Inc.
INCREASED
Shares3,098 from 2,803
Change+295 (+11%)
Value$591.2K (+$84.1K)
Filed 2026-10-08
Phoenix Wealth Advisors
UNCHANGED
Shares3,093 from 3,093
Change0 (0%)
Value$590.3K (+$30.7K)
Filed 2026-11-03
Nordwand Advisors, LLC
INCREASED
Shares3,087 from 3,029
Change+58 (+2%)
Value$589.1K (+$41.1K)
Filed 2026-11-05
Patten Group, Inc.
INCREASED
Shares3,080 from 2,796
Change+284 (+10%)
Value$587.7K (+$81.9K)
Filed 2026-10-26
Detalus Advisors, LLC
DECREASED
Shares3,078 from 3,326
Change-248 (-7%)
Value$587.3K (-$14.4K)
Filed 2026-10-15
Worth Asset Management, LLC
NEW
Shares3,071
Change+3,071
Value$586.0K
Filed 2026-10-07
Essex Bank
DECREASED
Shares3,059 from 3,067
Change-8 (0%)
Value$583.7K (+$28.9K)
Filed 2026-10-16
Laurion Capital Management LP
DECREASED
Shares3,057 from 7,316
Change-4,259 (-58%)
Value$583.3K (-$740.2K)
Filed 2026-10-30
Beacon Capital Management, LLC
DECREASED
Shares3,057 from 3,204
Change-147 (-5%)
Value$583.3K (+$3.6K)
Filed 2026-10-23
Fidelity D & D Bancorp Inc
DECREASED
Shares3,035 from 3,041
Change-6 (0%)
Value$579.1K (+$29.0K)
Filed 2026-11-05
Biltmore Family Office, LLC
DECREASED
Shares3,027 from 3,221
Change-194 (-6%)
Value$577.5K (-$9.8K)
Filed 2026-11-03
Schaper Benz & Wise Investment Counsel Inc
UNCHANGED
Shares3,027 from 3,027
Change0 (0%)
Value$577.6K (+$30.0K)
Filed 2026-10-09
BNC Wealth Management, LLC
UNCHANGED
Shares3,020 from 3,020
Change0 (0%)
Value$576.3K (+$29.9K)
Filed 2026-10-19
Barlow Wealth Partners, LLC
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$571.2K (+$10.0K)
Filed 2026-10-15
Hartford Financial Management Inc.
UNCHANGED
Shares2,989 from 2,989
Change0 (0%)
Value$570.4K (+$29.6K)
Filed 2026-10-21
Benchmark Financial Wealth Advisors, LLC
INCREASED
Shares2,988 from 2,733
Change+255 (+9%)
Value$570.2K (+$75.8K)
Filed 2026-10-20
Maia Wealth LLC
DECREASED
Shares2,983 from 3,991
Change-1,008 (-25%)
Value$569.2K (-$152.9K)
Filed 2026-10-19
Vanguard Capital Wealth Advisors
DECREASED
Shares2,982 from 3,401
Change-419 (-12%)
Value$569.1K (-$46.2K)
Filed 2026-10-16
Argentarii, LLC
DECREASED
Shares2,979 from 7,003
Change-4,024 (-57%)
Value$568.4K (-$735.6K)
Filed 2026-10-28
Beacon Investment Advisory Services, Inc.
DECREASED
Shares2,979 from 5,012
Change-2,033 (-41%)
Value$568.5K (-$338.3K)
Filed 2026-10-13
Berman McAleer LLC
UNCHANGED
Shares2,979 from 2,979
Change0 (0%)
Value$568.5K (+$29.5K)
Filed 2026-10-16
Security Financial Services, Inc.
INCREASED
Shares2,978 from 2,914
Change+64 (+2%)
Value$568.3K (+$41.1K)
Filed 2026-10-29
Brady Martz Wealth Solutions, LLC
UNCHANGED
Shares2,971 from 2,971
Change0 (0%)
Value$566.9K (+$29.4K)
Filed 2026-11-05
Cape Investment Advisory, Inc.
DECREASED
Shares2,969 from 3,756
Change-787 (-21%)
Value$566.5K (-$113.1K)
Filed 2026-10-13
Capital Advantage, Inc.
NEW
Shares2,964
Change+2,964
Value$565.6K
Filed 2026-10-14
Firethorn Wealth Partners, LLC
DECREASED
Shares2,958 from 3,004
Change-46 (-2%)
Value$564.4K (+$20.9K)
Filed 2026-10-14
Richardson Financial Services Inc.
INCREASED
Shares2,954 from 2,547
Change+407 (+16%)
Value$563.7K (+$102.9K)
Filed 2026-10-30
Legacy Financial Group, Inc.
INCREASED
Shares2,948 from 2,358
Change+590 (+25%)
Value$562.5K (+$136.0K)
Filed 2026-10-21
Telos Capital Management, Inc.
INCREASED
Shares2,926 from 2,812
Change+114 (+4%)
Value$558.4K (+$49.6K)
Filed 2026-11-02
Apollon Financial, LLC
INCREASED
Shares2,921 from 2,114
Change+807 (+38%)
Value$557.4K (+$174.9K)
Filed 2026-10-23
Toth Financial Advisory Corp
DECREASED
Shares2,916 from 2,988
Change-72 (-2%)
Value$556.4K (+$15.9K)
Filed 2026-10-08
ADE, LLC
INCREASED
Shares2,916 from 2,900
Change+16 (+1%)
Value$556.4K (+$31.8K)
Filed 2026-10-29
Centennial Wealth Advisory LLC
INCREASED
Shares2,910 from 2,709
Change+201 (+7%)
Value$556.3K (+$66.0K)
Filed 2026-10-16
Northwest Wealth Management, LLC
INCREASED
Shares2,909 from 2,836
Change+73 (+3%)
Value$555.1K (+$42.1K)
Filed 2026-10-30
ARS Wealth Advisors Group, LLC
DECREASED
Shares2,908 from 2,946
Change-38 (-1%)
Value$554.9K (+$21.9K)
Filed 2026-10-16
Oldfield Partners LLP
INCREASED
Shares2,900 from 2,800
Change+100 (+4%)
Value$553.4K (+$46.8K)
Filed 2026-11-02
XML Financial, LLC
INCREASED
Shares2,900 from 2,891
Change+9 (+0%)
Value$553.4K (+$30.4K)
Filed 2026-10-29
Tranquility Partners, LLC
INCREASED
Shares2,898 from 2,828
Change+70 (+2%)
Value$553.0K (+$41.4K)
Filed 2026-10-20
Summit Securities Group LLC
INCREASED
Shares2,887 from 1,261
Change+1,626 (+129%)
Value$550.9K (+$322.8K)
Filed 2026-11-05
One Way Holdings LLC
INCREASED
Shares2,885 from 2,839
Change+46 (+2%)
Value$550.5K (+$36.9K)
Filed 2026-10-29
Southern Michigan Bank & Trust
UNCHANGED
Shares2,879 from 2,879
Change0 (0%)
Value$549.4K (+$28.5K)
Filed 2026-10-19
Wheelhouse Advisory Group LLC
INCREASED
Shares2,873 from 2,744
Change+129 (+5%)
Value$548.3K (+$51.8K)
Filed 2026-10-20
Bright Financial Advisors, Inc.
INCREASED
Shares2,870 from 2,869
Change+1 (+0%)
Value$547.6K (+$28.6K)
Filed 2026-10-23
Peoples Bank
UNCHANGED
Shares2,869 from 2,869
Change0 (0%)
Value$547.5K (+$28.4K)
Filed 2026-10-09
55 North Private Wealth, LLC
INCREASED
Shares2,868 from 2,640
Change+228 (+9%)
Value$547.3K (+$69.7K)
Filed 2026-10-20
Kwmg, LLC
UNCHANGED
Shares2,858 from 2,858
Change0 (0%)
Value$545.4K (+$28.3K)
Filed 2026-10-07
Iron Financial LLC
DECREASED
Shares2,850 from 6,678
Change-3,828 (-57%)
Value$543.8K (-$664.3K)
Filed 2026-10-23
Intergy Private Wealth, LLC
INCREASED
Shares2,849 from 2,591
Change+258 (+10%)
Value$543.6K (+$74.9K)
Filed 2026-10-16
Regent Peak Wealth Advisors LLC
INCREASED
Shares2,845 from 2,697
Change+148 (+5%)
Value$542.9K (+$55.0K)
Filed 2026-10-13
First Affirmative Financial Network
NEW
Shares2,844
Change+2,844
Value$542.8K
Filed 2026-10-21
Sutton Place Investors LLC
INCREASED
Shares2,842 from 2,811
Change+31 (+1%)
Value$542.3K (+$33.8K)
Filed 2026-10-20
Tritonpoint Wealth, LLC
DECREASED
Shares2,833 from 2,923
Change-90 (-3%)
Value$540.6K (+$11.8K)
Filed 2026-10-19
Hudock, Inc.
DECREASED
Shares2,832 from 2,884
Change-52 (-2%)
Value$540.5K (+$18.6K)
Filed 2026-10-14
Adell Harriman & Carpenter Inc
DECREASED
Shares2,822 from 3,022
Change-200 (-7%)
Value$538.5K (-$8.2K)
Filed 2026-11-02
Investment Advisory Services Inc
INCREASED
Shares2,822 from 2,809
Change+13 (+0%)
Value$538.6K (+$30.4K)
Filed 2026-10-27
Carret Asset Management, LLC
DECREASED
Shares2,817 from 2,837
Change-20 (-1%)
Value$537.5K (+$24.3K)
Filed 2026-11-04
Certified Advisory Corp
INCREASED
Shares2,817 from 2,802
Change+15 (+1%)
Value$537.5K (+$30.5K)
Filed 2026-10-29
Stevens Capital Partners
INCREASED
Shares2,814 from 1,311
Change+1,503 (+115%)
Value$537.0K (+$299.8K)
Filed 2026-10-29
Smith Chas P & Associates PA Cpas
INCREASED
Shares2,809 from 2,796
Change+13 (+0%)
Value$576.4K (+$70.6K)
Filed 2026-10-22
Meadow Creek Wealth Advisors LLC
INCREASED
Shares2,808 from 2,490
Change+318 (+13%)
Value$535.8K (+$85.4K)
Filed 2026-11-02
Platt Wealth Management LLC
DECREASED
Shares2,801 from 2,833
Change-32 (-1%)
Value$534 (-$511.5K)
Filed 2026-11-04
Latitude Advisors, LLC
INCREASED
Shares2,798 from 2,552
Change+246 (+10%)
Value$533.9K (+$72.2K)
Filed 2026-10-27
Revolve Wealth Partners, LLC
INCREASED
Shares2,796 from 2,659
Change+137 (+5%)
Value$533.6K (+$52.5K)
Filed 2026-10-23
Schear Investment Advisers, LLC
NEW
Shares2,794
Change+2,794
Value$533.2K
Filed 2026-10-14
Tempo Wealth, LLC
INCREASED
Shares2,794 from 2,756
Change+38 (+1%)
Value$533.2K (+$34.6K)
Filed 2026-10-14
Madden Securities Corp
UNCHANGED
Shares2,785 from 2,785
Change0 (0%)
Value$531.4K (+$27.6K)
Filed 2026-10-27
Journey Advisory Group, LLC
DECREASED
Shares2,776 from 2,858
Change-82 (-3%)
Value$529.7K (+$12.7K)
Filed 2026-11-04
GSG Advisors LLC
INCREASED
Shares2,775 from 2,594
Change+181 (+7%)
Value$529.5K (+$60.2K)
Filed 2026-11-03
MKT Advisors LLC
DECREASED
Shares2,768 from 2,893
Change-125 (-4%)
Value$555.0K (+$11.7K)
Filed 2026-10-20
Jacobsen Capital Management
INCREASED
Shares2,766 from 2,689
Change+77 (+3%)
Value$527.8K (+$41.3K)
Filed 2026-10-27
Hardin Capital Partners, LLC
DECREASED
Shares2,764 from 2,864
Change-100 (-3%)
Value$527.4K (+$4.3K)
Filed 2026-10-09
D.B. Root & Company, LLC
INCREASED
Shares2,760 from 2,744
Change+16 (+1%)
Value$526.7K (+$30.2K)
Filed 2026-11-04
Linden Thomas Advisory Services, LLC
INCREASED
Shares2,757 from 2,151
Change+606 (+28%)
Value$526.1K (+$137.0K)
Filed 2026-10-19
365 WMG Private Fund I: Primus Fund LLC
NEW
Shares2,751
Change+2,751
Value$524.9K
Filed 2026-10-20
Axecap Investments, LLC
DECREASED
Shares2,751 from 2,777
Change-26 (-1%)
Value$524.9K (+$22.6K)
Filed 2026-10-20
Hidden Cove Wealth Management, LLC
INCREASED
Shares2,748 from 2,534
Change+214 (+8%)
Value$524.4K (+$65.9K)
Filed 2026-10-19
Spartan Planning & Wealth Management
DECREASED
Shares2,740 from 3,602
Change-862 (-24%)
Value$522.9K (-$128.7K)
Filed 2026-10-13
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares2,733 from 2,150
Change+583 (+27%)
Value$521.6K (+$132.5K)
Filed 2026-10-29
Cooke & Bieler LP
UNCHANGED
Shares2,733 from 2,733
Change0 (0%)
Value$521.5K (+$27.1K)
Filed 2026-10-21
Summit Wealth Group LLC / Co
INCREASED
Shares2,732 from 2,429
Change+303 (+12%)
Value$521.4K (+$82.0K)
Filed 2026-10-29
Rosenberg Matthew Hamilton
INCREASED
Shares2,717 from 2,677
Change+40 (+1%)
Value$518.5K (+$34.2K)
Filed 2026-10-05
KG Capital Management
DECREASED
Shares2,713 from 3,111
Change-398 (-13%)
Value$517.7K (-$45.1K)
Filed 2026-10-15
Connecticut Wealth Management, LLC
UNCHANGED
Shares2,708 from 2,708
Change0 (0%)
Value$516.8K (+$26.9K)
Filed 2026-10-13
Innova Wealth Partners
DECREASED
Shares2,707 from 2,735
Change-28 (-1%)
Value$516.6K (+$21.8K)
Filed 2026-10-21
Lebenthal Global Advisors, LLC
DECREASED
Shares2,705 from 4,424
Change-1,719 (-39%)
Value$516.2K (-$284.2K)
Filed 2026-10-28
Mosley Wealth Management
INCREASED
Shares2,686 from 2,387
Change+299 (+13%)
Value$537.0K (+$105.1K)
Filed 2026-10-16
Clear Wave Wealth Management LLC
INCREASED
Shares2,683 from 2,558
Change+125 (+5%)
Value$512.0K (+$49.2K)
Filed 2026-11-04
Golden State Wealth Management, LLC
INCREASED
Shares2,679 from 2,528
Change+151 (+6%)
Value$511.3K (+$53.8K)
Filed 2026-11-02
Maple Capital Management, Inc.
INCREASED
Shares2,668 from 2,216
Change+452 (+20%)
Value$509.1K (+$108.2K)
Filed 2026-11-02
WealthPoint Financial, LLC
INCREASED
Shares2,652 from 2,579
Change+73 (+3%)
Value$506.1K (+$39.6K)
Filed 2026-11-03
Edgemoor Investment Advisors, Inc.
DECREASED
Shares2,649 from 2,661
Change-12 (0%)
Value$505.4K (+$23.9K)
Filed 2026-11-03
Axiom Investment Management LLC
INCREASED
Shares2,646 from 1,612
Change+1,034 (+64%)
Value$504.9K (+$213.3K)
Filed 2026-11-03
Commons Capital, LLC
UNCHANGED
Shares2,644 from 2,644
Change0 (0%)
Value$504.5K (+$26.2K)
Filed 2026-11-05
FAI Advisors, Inc.
INCREASED
Shares2,643 from 2,503
Change+140 (+6%)
Value$504.3K (+$51.5K)
Filed 2026-10-27
Capital Squared Financial LLC
DECREASED
Shares2,618 from 2,623
Change-5 (0%)
Value$499.6K (+$25.0K)
Filed 2026-10-30
Zega Investments, LLC
DECREASED
Shares2,607 from 4,137
Change-1,530 (-37%)
Value$497.5K (-$251.0K)
Filed 2026-11-04
One Plus One Wealth Management, LLC
DECREASED
Shares2,607 from 2,749
Change-142 (-5%)
Value$497.5K (+$146)
Filed 2026-10-16
Huntleigh Advisors, Inc.
INCREASED
Shares2,607 from 2,595
Change+12 (+0%)
Value$497.5K (+$28.1K)
Filed 2026-11-03
Eagle Bay Advisors LLC
INCREASED
Shares2,606 from 2,549
Change+57 (+2%)
Value$497.4K (+$32.4K)
Filed 2026-10-16
Hollow Brook Wealth Management LLC
NEW
Shares2,603
Change+2,603
Value$496.7K
Filed 2026-10-29
Bochk Asset Management Ltd
NEW
Shares2,600
Change+2,600
Value$496.1K
Filed 2026-10-29
Trueblood Wealth Management, LLC
DECREASED
Shares2,590 from 2,636
Change-46 (-2%)
Value$494.3K (+$17.4K)
Filed 2026-10-23
BXM Wealth LLC
UNCHANGED
Shares2,584 from 2,584
Change0 (0%)
Value$493.1K (+$25.6K)
Filed 2026-11-03
Cove Private Wealth, LLC
INCREASED
Shares2,580 from 2,348
Change+232 (+10%)
Value$492.3K (+$67.5K)
Filed 2026-10-28
LCM Capital Management Inc
INCREASED
Shares2,579 from 2,556
Change+23 (+1%)
Value$492.2K (+$29.7K)
Filed 2026-10-20
Petros Family Wealth, LLC
INCREASED
Shares2,573 from 2,239
Change+334 (+15%)
Value$491.0K (+$85.9K)
Filed 2026-10-28
MSH Capital Advisors LLC
INCREASED
Shares2,559 from 2,557
Change+2 (+0%)
Value$488.3K (+$25.7K)
Filed 2026-11-03
Columbia Bank
INCREASED
Shares2,556 from 2,549
Change+7 (+0%)
Value$487.7K (+$26.6K)
Filed 2026-10-29
Stronghold Wealth Management L.L.C.
DECREASED
Shares2,546 from 2,589
Change-43 (-2%)
Value$485.8K (+$17.5K)
Filed 2026-10-16
Precedent Wealth Partners, LLC
DECREASED
Shares2,527 from 4,831
Change-2,304 (-48%)
Value$482.3K (-$391.8K)
Filed 2026-10-21
Townsend Asset Management Corp
INCREASED
Shares2,514 from 2,510
Change+4 (+0%)
Value$479.7K (+$25.6K)
Filed 2026-10-29
Signature Equity Partners, LLC
INCREASED
Shares2,513 from 2,309
Change+204 (+9%)
Value$479.6K (+$61.9K)
Filed 2026-10-29
Pinnacle Bancorp, Inc.
DECREASED
Shares2,509 from 2,519
Change-10 (0%)
Value$478.8K (+$23.1K)
Filed 2026-10-21
Mezzasalma Advisors, LLC
INCREASED
Shares2,504 from 2,478
Change+26 (+1%)
Value$477.8K (+$29.5K)
Filed 2026-10-14
Sigma Investment Counselors Inc
DECREASED
Shares2,503 from 3,415
Change-912 (-27%)
Value$477.6K (-$140.2K)
Filed 2026-10-27
Canvas Wealth Advisors, LLC
INCREASED
Shares2,499 from 1,977
Change+522 (+26%)
Value$521.0K (+$163.4K)
Filed 2026-11-02
Manchester Capital Management LLC
DECREASED
Shares2,499 from 2,617
Change-118 (-5%)
Value$476.9K (+$3.4K)
Filed 2026-10-22
Human Investing LLC
DECREASED
Shares2,495 from 2,505
Change-10 (0%)
Value$476.2K (+$23.0K)
Filed 2026-10-19
YHB Investment Advisors, Inc.
INCREASED
Shares2,487 from 2,440
Change+47 (+2%)
Value$474.6K (+$33.1K)
Filed 2026-10-08
Griffith & Werner, Inc.
DECREASED
Shares2,486 from 2,500
Change-14 (-1%)
Value$474.4K (+$22.4K)
Filed 2026-11-04
Schmidt P J Investment Management Inc
INCREASED
Shares2,477 from 2,445
Change+32 (+1%)
Value$472.7K (+$30.4K)
Filed 2026-11-02
Costello Asset Management, Inc
INCREASED
Shares2,458 from 2,443
Change+15 (+1%)
Value$469.1K (+$27.1K)
Filed 2026-10-30
Laurel Wealth Advisors LLC
UNCHANGED
Shares2,454 from 2,454
Change0 (0%)
Value$468.3K (+$24.3K)
Filed 2026-10-27
RS Crum Inc.
UNCHANGED
Shares2,453 from 2,453
Change0 (0%)
Value$468.1K (+$24.3K)
Filed 2026-10-19
Seelaus Asset Management LLC
DECREASED
Shares2,444 from 2,484
Change-40 (-2%)
Value$466.4K (+$17.0K)
Filed 2026-10-14
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares2,439 from 2,439
Change0 (0%)
Value$465.4K (+$24.2K)
Filed 2026-10-20
Missouri Trust & Investment Co
UNCHANGED
Shares2,435 from 2,435
Change0 (0%)
Value$464.6K ($0)
Filed 2026-11-04
ACT Advisors, Llc.
INCREASED
Shares2,433 from 2,367
Change+66 (+3%)
Value$464.2K (+$35.9K)
Filed 2026-10-15
Trust Co of Oklahoma
DECREASED
Shares2,428 from 2,459
Change-31 (-1%)
Value$463.3K (+$18.5K)
Filed 2026-10-15
Fulcrum Capital LLC
INCREASED
Shares2,425 from 2,078
Change+347 (+17%)
Value$462.7K (+$86.8K)
Filed 2026-10-15
Aull & Monroe Investment Management Corp
UNCHANGED
Shares2,422 from 2,422
Change0 (0%)
Value$462.2K (+$24.0K)
Filed 2026-10-16
Summit Asset Management, LLC
DECREASED
Shares2,417 from 2,477
Change-60 (-2%)
Value$461.2K (+$13.0K)
Filed 2026-11-05
Finward Bancorp
DECREASED
Shares2,396 from 2,446
Change-50 (-2%)
Value$457.2K (+$14.7K)
Filed 2026-10-14
Gables Capital Management Inc.
UNCHANGED
Shares2,393 from 2,393
Change0 (0%)
Value$456.6K (+$23.7K)
Filed 2026-11-04
Northstar Asset Management Co
UNCHANGED
Shares2,377 from 2,377
Change0 (0%)
Value$469.4K (+$10.6K)
Filed 2026-10-22
Adirondack Trust Co
UNCHANGED
Shares2,357 from 2,357
Change0 (0%)
Value$449.8K (+$23.4K)
Filed 2026-10-14
Bayban
UNCHANGED
Shares2,352 from 2,352
Change0 (0%)
Value$425.5K ($0)
Filed 2026-11-05
Chemung Canal Trust Co
INCREASED
Shares2,347 from 2,337
Change+10 (+0%)
Value$447.9K (+$25.1K)
Filed 2026-11-04
Drum Hill Capital, LLC
UNCHANGED
Shares2,344 from 2,344
Change0 (0%)
Value$447.3K (+$23.2K)
Filed 2026-10-20
Centurion Wealth Management LLC
INCREASED
Shares2,338 from 2,337
Change+1 (+0%)
Value$446.2K (+$23.3K)
Filed 2026-10-13
Gallacher Capital Management LLC
NEW
Shares2,337
Change+2,337
Value$445.9K
Filed 2026-10-30
Spinnaker Investment Group, LLC
DECREASED
Shares2,333 from 4,828
Change-2,495 (-52%)
Value$445.2K (-$428.3K)
Filed 2026-10-13
Invariant Investment Management
DECREASED
Shares2,326 from 2,328
Change-2 (0%)
Value$436.0K (+$6.0K)
Filed 2026-10-08
PUREfi Wealth, LLC
DECREASED
Shares2,317 from 2,364
Change-47 (-2%)
Value$442.1K (+$14.5K)
Filed 2026-10-19
Markowski Investments
INCREASED
Shares2,309 from 2,301
Change+8 (+0%)
Value$440.6K (+$24.4K)
Filed 2026-10-30
Ridgewood Investments LLC
INCREASED
Shares2,308 from 2,305
Change+3 (+0%)
Value$440.4K (+$23.5K)
Filed 2026-10-05
Waller Financial Planning Group, Inc
UNCHANGED
Shares2,296 from 2,296
Change0 (0%)
Value$438.1K (+$22.8K)
Filed 2026-10-07
North Capital, Inc.
INCREASED
Shares2,295 from 1,778
Change+517 (+29%)
Value$457.4K (+$135.6K)
Filed 2026-10-16
Beacon Financial Advisory LLC
INCREASED
Shares2,289 from 2,169
Change+120 (+6%)
Value$436.7K (+$44.4K)
Filed 2026-10-16
626 Financial, LLC
UNCHANGED
Shares2,266 from 2,266
Change0 (0%)
Value$432.4K (+$22.5K)
Filed 2026-11-04
City State Bank
UNCHANGED
Shares2,251 from 2,251
Change0 (0%)
Value$429.5K (+$22.3K)
Filed 2026-10-20
Foguth Wealth Management, Llc.
INCREASED
Shares2,247 from 2,073
Change+174 (+8%)
Value$461.1K (+$61.5K)
Filed 2026-10-19
Encompass Wealth Advisors, LLC
NEW
Shares2,246
Change+2,246
Value$428.5K
Filed 2026-10-15
McCollum Christoferson Group LLC
INCREASED
Shares2,243 from 2,000
Change+243 (+12%)
Value$428.0K (+$66.2K)
Filed 2026-10-13
Tenet Wealth Partners, LLC
INCREASED
Shares2,234 from 1,912
Change+322 (+17%)
Value$426.3K (+$52.2K)
Filed 2026-10-19
Park Edge Advisors, LLC
DECREASED
Shares2,227 from 8,122
Change-5,895 (-73%)
Value$425.0K (-$1.0M)
Filed 2026-10-28
Tuttle Capital Management, LLC
NEW
Shares2,226
Change+2,226
Value$424.8K
Filed 2026-10-21
First Bancorp, Inc
UNCHANGED
Shares2,222 from 2,222
Change0 (0%)
Value$424.0K (+$22.0K)
Filed 2026-10-26
Cornerstone Planning Group LLC
DECREASED
Shares2,209 from 2,440
Change-231 (-9%)
Value$444.5K (-$29.5K)
Filed 2026-10-16
NTV Asset Management LLC
DECREASED
Shares2,205 from 2,505
Change-300 (-12%)
Value$420.8K (-$32.4K)
Filed 2026-10-23
BLB&B Advisors, LLC
DECREASED
Shares2,205 from 2,371
Change-166 (-7%)
Value$420.8K (-$8.2K)
Filed 2026-10-27
Kuhn & Co Investment Counsel
INCREASED
Shares2,200 from 2,166
Change+34 (+2%)
Value$419.8K (+$28.0K)
Filed 2026-10-29
Prevail Innovative Wealth Advisors, LLC
INCREASED
Shares2,199 from 1,124
Change+1,075 (+96%)
Value$423.7K (+$220.4K)
Filed 2026-10-20
Lazari Capital Management, Inc.
DECREASED
Shares2,192 from 2,458
Change-266 (-11%)
Value$418.2K (-$26.4K)
Filed 2026-10-20
Tandem Investment Advisors, Inc.
DECREASED
Shares2,189 from 2,368
Change-179 (-8%)
Value$417.7K (-$10.7K)
Filed 2026-11-04
Hobart Private Capital, LLC
INCREASED
Shares2,189 from 2,037
Change+152 (+7%)
Value$417.8K (+$49.2K)
Filed 2026-10-19
Evermay Wealth Management LLC
INCREASED
Shares2,179 from 1,100
Change+1,079 (+98%)
Value$415.8K (+$215.8K)
Filed 2026-11-05
Fulton Breakefield Broenniman LLC
INCREASED
Shares2,176 from 2,168
Change+8 (+0%)
Value$415.2K (+$22.9K)
Filed 2026-11-03
Newman Dignan & Sheerar, Inc.
UNCHANGED
Shares2,174 from 2,174
Change0 (0%)
Value$414.8K (+$21.5K)
Filed 2026-10-21
Evolution Wealth Advisors, LLC
INCREASED
Shares2,171 from 2,037
Change+134 (+7%)
Value$414.3K (+$45.8K)
Filed 2026-11-03
Invenio Wealth Partners LLC
DECREASED
Shares2,171 from 2,239
Change-68 (-3%)
Value$414.3K (+$9.2K)
Filed 2026-10-20
Fagan Associates, Inc.
INCREASED
Shares2,167 from 2,020
Change+147 (+7%)
Value$413.5K (+$48.1K)
Filed 2026-10-13
Black Diamond Financial, LLC
INCREASED
Shares2,166 from 1,666
Change+500 (+30%)
Value$413.3K (+$111.9K)
Filed 2026-10-26
Gratus Wealth Advisors, LLC
UNCHANGED
Shares2,165 from 2,165
Change0 (0%)
Value$413.1K (+$21.5K)
Filed 2026-10-26
McKinley Carter Wealth Services, Inc.
DECREASED
Shares2,161 from 2,193
Change-32 (-1%)
Value$412.3K (+$15.6K)
Filed 2026-10-16
Nolet Wealth Management, LLC
UNCHANGED
Shares2,160 from 2,160
Change0 (0%)
Value$412.1K (+$21.4K)
Filed 2026-10-15
Dakota Community Bank & Trust NA
DECREASED
Shares2,150 from 2,161
Change-11 (-1%)
Value$410.3K (+$19.3K)
Filed 2026-10-09
Three Magnolias Financial Advisors, LLC
UNCHANGED
Shares2,150 from 2,150
Change0 (0%)
Value$410.3K (+$21.3K)
Filed 2026-10-14
TriaGen Wealth Management LLC
INCREASED
Shares2,139 from 2,093
Change+46 (+2%)
Value$408.2K (+$29.5K)
Filed 2026-10-14
Greg Jennings, LLC
NEW
Shares2,131
Change+2,131
Value$406.6K
Filed 2026-10-19
Gutierrez Wealth Advisory, LLC
NEW
Shares2,128
Change+2,128
Value$406.0K
Filed 2026-11-02
Trust Co
UNCHANGED
Shares2,126 from 2,126
Change0 (0%)
Value$405.7K (+$21.1K)
Filed 2026-10-09
Graham Capital Wealth Management, LLC
DECREASED
Shares2,120 from 2,127
Change-7 (0%)
Value$404.6K (+$19.8K)
Filed 2026-10-26
15 Wealth Advisors LLC
NEW
Shares2,119
Change+2,119
Value$404.4K
Filed 2026-10-14
Atlas Wealth Partners, LLC
INCREASED
Shares2,115 from 2,108
Change+7 (+0%)
Value$403.6K (+$19.1K)
Filed 2026-11-03
SilverOak Wealth Management LLC
DECREASED
Shares2,106 from 2,118
Change-12 (-1%)
Value$401.9K (+$18.7K)
Filed 2026-10-29
Morton Capital Management LLC
INCREASED
Shares2,104 from 2,098
Change+6 (+0%)
Value$401.5K (+$21.9K)
Filed 2026-10-23
Acropolis Investment Management, LLC
INCREASED
Shares2,102 from 2,091
Change+11 (+1%)
Value$401.1K (+$22.8K)
Filed 2026-10-08
Eubel Brady & Suttman Asset Management Inc
UNCHANGED
Shares2,100 from 2,100
Change0 (0%)
Value$401 (-$379.6K)
Filed 2026-11-04
Cordgrass Capital Advisors, LLC
UNCHANGED
Shares2,099 from 2,099
Change0 (0%)
Value$400.5K (+$20.8K)
Filed 2026-10-30
Advisortrust Partners, LLC
INCREASED
Shares2,098 from 2,081
Change+17 (+1%)
Value$400.3K (+$23.9K)
Filed 2026-11-02
Armbruster Capital Management, Inc.
DECREASED
Shares2,091 from 2,278
Change-187 (-8%)
Value$399.0K (-$13.1K)
Filed 2026-10-19
Warwick Investment Management, Inc.
DECREASED
Shares2,090 from 2,243
Change-153 (-7%)
Value$398.8K (-$7.1K)
Filed 2026-10-19
First Citizens Financial Corp
DECREASED
Shares2,089 from 2,139
Change-50 (-2%)
Value$398.6K (+$11.7K)
Filed 2026-10-02
BCU Wealth Advisors, LLC
UNCHANGED
Shares2,088 from 2,088
Change0 (0%)
Value$398.5K (+$20.7K)
Filed 2026-10-16
Wilkins Investment Counsel Inc
UNCHANGED
Shares2,082 from 2,082
Change0 (0%)
Value$397.3K (+$20.6K)
Filed 2026-11-03
MPS Loria Financial Planners, LLC
DECREASED
Shares2,080 from 2,246
Change-166 (-7%)
Value$396.9K (-$9.6K)
Filed 2026-10-14
ShoreHaven Wealth Partners, LLC
INCREASED
Shares2,059 from 2,000
Change+59 (+3%)
Value$392.8K (+$31.0K)
Filed 2026-10-16
ERn Financial, LLC
INCREASED
Shares2,049 from 2,031
Change+18 (+1%)
Value$390.9K (+$23.5K)
Filed 2026-10-28
Center For Asset Management LLC
INCREASED
Shares2,046 from 1,344
Change+702 (+52%)
Value$390.4K (+$147.2K)
Filed 2026-10-16
M. Kraus & Co
DECREASED
Shares2,045 from 2,095
Change-50 (-2%)
Value$390.2K (+$11.2K)
Filed 2026-10-20
Five Oceans Advisors
INCREASED
Shares2,045 from 2,042
Change+3 (+0%)
Value$390.2K (+$20.8K)
Filed 2026-10-22
NWF Advisory Services Inc.
UNCHANGED
Shares2,045 from 2,045
Change0 (0%)
Value$390.2K (+$20.3K)
Filed 2026-10-19
Richard Young Associates, Ltd.
NEW
Shares2,044
Change+2,044
Value$390.0K
Filed 2026-11-03
Gemmer Asset Management LLC
UNCHANGED
Shares2,041 from 2,041
Change0 (0%)
Value$389.5K (+$20.2K)
Filed 2026-10-16
Vestor Capital, LLC
DECREASED
Shares2,038 from 32,617
Change-30,579 (-94%)
Value$538 (-$3.9K)
Filed 2026-11-04
Optima Capital LLC
INCREASED
Shares2,037 from 2,023
Change+14 (+1%)
Value$388.6K (+$19.9K)
Filed 2026-10-29
Hamilton Capital, LLC
DECREASED
Shares2,034 from 2,164
Change-130 (-6%)
Value$388.2K (-$3.3K)
Filed 2026-10-08
Sound Income Strategies, LLC
DECREASED
Shares2,033 from 2,988
Change-955 (-32%)
Value$407.6K (-$132.9K)
Filed 2026-10-09
BKM Wealth Management, LLC
DECREASED
Shares2,033 from 2,093
Change-60 (-3%)
Value$387.9K (+$9.3K)
Filed 2026-10-22
Armstrong Advisory Group, Inc
DECREASED
Shares2,029 from 2,407
Change-378 (-16%)
Value$387.1K (-$48.3K)
Filed 2026-10-09
Essential Partners LLC
INCREASED
Shares2,013 from 1,563
Change+450 (+29%)
Value$384.1K (+$101.4K)
Filed 2026-10-14
Proathlete Wealth Management LLC
INCREASED
Shares2,013 from 1,703
Change+310 (+18%)
Value$384.1K (+$76.0K)
Filed 2026-10-15
Hengehold Capital Management LLC
DECREASED
Shares2,011 from 2,027
Change-16 (-1%)
Value$383.8K (+$17.0K)
Filed 2026-10-16
Blankinship & Foster, LLC
UNCHANGED
Shares2,010 from 2,010
Change0 (0%)
Value$383.5K (+$19.9K)
Filed 2026-10-19
Aletheian Wealth Advisors LLC
INCREASED
Shares2,005 from 1,974
Change+31 (+2%)
Value$382.6K (+$25.5K)
Filed 2026-10-08
Ifrah Financial Services, Inc.
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$381.6K (+$19.8K)
Filed 2026-10-13
Verum Partners LLC
INCREASED
Shares1,994 from 1,937
Change+57 (+3%)
Value$380.4K (+$30.0K)
Filed 2026-10-21
Next Level Private LLC
INCREASED
Shares1,989 from 1,951
Change+38 (+2%)
Value$379.5K (+$26.6K)
Filed 2026-10-20
Harfst & Associates, Inc.
UNCHANGED
Shares1,988 from 1,988
Change0 (0%)
Value$379.4K (+$19.7K)
Filed 2026-10-20
Hubbell Strickland Wealth Management, LLC
INCREASED
Shares1,981 from 1,971
Change+10 (+1%)
Value$378.0K (+$21.4K)
Filed 2026-10-29
Cerro Pacific Wealth Advisors LLC
INCREASED
Shares1,976 from 1,855
Change+121 (+7%)
Value$377.1K (+$41.4K)
Filed 2026-10-22
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED
Shares1,973 from 1,950
Change+23 (+1%)
Value$376 (-$352.6K)
Filed 2026-10-14
Wealth Alliance Advisory Group, LLC
INCREASED
Shares1,968 from 1,958
Change+10 (+1%)
Value$375.5K (+$21.3K)
Filed 2026-10-14
Central Bank & Trust Co
UNCHANGED
Shares1,965 from 1,965
Change0 (0%)
Value$375.0K (+$19.5K)
Filed 2026-10-09
Compass Financial Management LLC
DECREASED
Shares1,961 from 2,036
Change-75 (-4%)
Value$374.2K (-$1.8K)
Filed 2026-10-30
Integral Investment Advisors, Inc.
INCREASED
Shares1,959 from 1,950
Change+9 (+0%)
Value$373.8K (+$21.0K)
Filed 2026-11-03
First United Bank & Trust
INCREASED
Shares1,954 from 1,685
Change+269 (+16%)
Value$372.9K (+$68.0K)
Filed 2026-10-22
Belleair Asset Management, LLC
UNCHANGED
Shares1,950 from 1,950
Change0 (0%)
Value$372.1K (+$19.3K)
Filed 2026-11-03
Chapin Davis, Inc.
INCREASED
Shares1,948 from 1,922
Change+26 (+1%)
Value$371.7K (+$24.0K)
Filed 2026-10-09
Instrumental Wealth, LLC
INCREASED
Shares1,944 from 1,430
Change+514 (+36%)
Value$371.0K (+$112.3K)
Filed 2026-10-20
Highland Capital Management, LLC
INCREASED
Shares1,944 from 1,838
Change+106 (+6%)
Value$371.0K (+$38.6K)
Filed 2026-10-26
Seven Mile Advisory
DECREASED
Shares1,943 from 2,080
Change-137 (-7%)
Value$370.8K (-$8.6K)
Filed 2026-10-22
LJI Wealth Management, LLC
DECREASED
Shares1,943 from 2,014
Change-71 (-4%)
Value$370.7K (+$6.4K)
Filed 2026-10-28
J.M. Arbour, LLC
INCREASED
Shares1,940 from 1,853
Change+87 (+5%)
Value$370.2K (+$35.0K)
Filed 2026-11-05
Successful Portfolios LLC
DECREASED
Shares1,936 from 1,937
Change-1 (0%)
Value$366.9K (+$15.7K)
Filed 2026-10-09
Boltwood Capital Management
INCREASED
Shares1,935 from 1,920
Change+15 (+1%)
Value$369.2K (+$21.9K)
Filed 2026-10-02
TritonPoint Partners, LLC
DECREASED
Shares1,931 from 3,849
Change-1,918 (-50%)
Value$368.4K (-$333.6K)
Filed 2026-11-05
Veratis Advisors, Inc.
UNCHANGED
Shares1,921 from 1,921
Change0 (0%)
Value$366.6K (+$19.0K)
Filed 2026-11-03
R2 Capital Strategies, LLC
INCREASED
Shares1,919 from 1,904
Change+15 (+1%)
Value$366.1K (+$21.6K)
Filed 2026-10-15
Oregon Pacific Wealth Management, LLC
DECREASED
Shares1,915 from 2,185
Change-270 (-12%)
Value$365.4K (-$29.9K)
Filed 2026-10-20
CenterBook Partners LP
DECREASED
Shares1,913 from 5,067
Change-3,154 (-62%)
Value$365.0K (-$551.6K)
Filed 2026-11-02
Roxbury Financial LLC
INCREASED
Shares1,908 from 1,900
Change+8 (+0%)
Value$364.1K (+$20.4K)
Filed 2026-10-01
Synergy Asset Management, LLC
NEW
Shares1,906
Change+1,906
Value$363.7K
Filed 2026-11-05
Private Wealth Group, LLC
UNCHANGED
Shares1,905 from 1,905
Change0 (0%)
Value$363.5K (+$18.9K)
Filed 2026-10-19
Silver Grove Financial Group, Inc.
INCREASED
Shares1,896 from 1,841
Change+55 (+3%)
Value$361.8K (+$28.8K)
Filed 2026-11-05
Kelly Financial Services LLC
INCREASED
Shares1,894 from 1,883
Change+11 (+1%)
Value$361.5K (+$20.9K)
Filed 2026-10-20
Old Mission Investment Co LLC
UNCHANGED
Shares1,889 from 1,889
Change0 (0%)
Value$360.5K (+$15.9K)
Filed 2026-10-22
Centerpoint Advisors, LLC
INCREASED
Shares1,888 from 1,788
Change+100 (+6%)
Value$360 (-$322.6K)
Filed 2026-11-05
Traveka Wealth, LLC
INCREASED
Shares1,877 from 1,793
Change+84 (+5%)
Value$358.1K (+$33.7K)
Filed 2026-10-19
EdgeRock Capital LLC
INCREASED
Shares1,875 from 1,761
Change+114 (+6%)
Value$357.8K (+$39.2K)
Filed 2026-11-03
Family Capital Management, Inc.
INCREASED
Shares1,863 from 1,838
Change+25 (+1%)
Value$355.4K (+$22.9K)
Filed 2026-11-03
Rockline Wealth Management, LLC
UNCHANGED
Shares1,858 from 1,858
Change0 (0%)
Value$354.6K (+$18.4K)
Filed 2026-10-26
Fiduciary Financial Group, LLC
INCREASED
Shares1,853 from 1,749
Change+104 (+6%)
Value$353.6K (+$37.2K)
Filed 2026-10-13
Enzi Wealth
INCREASED
Shares1,847 from 1,841
Change+6 (+0%)
Value$368.1K (+$44.2K)
Filed 2026-10-14
Affinity Capital Advisors, LLC
INCREASED
Shares1,846 from 1,738
Change+108 (+6%)
Value$371.4K (+$50.3K)
Filed 2026-10-13
Richwood Investment Advisors, LLC
DECREASED
Shares1,846 from 1,853
Change-7 (0%)
Value$352.3K (+$17.0K)
Filed 2026-10-30
Legacy Financial Strategies, LLC
INCREASED
Shares1,846 from 1,841
Change+5 (+0%)
Value$352.3K (+$19.3K)
Filed 2026-10-15
DT Investment Partners, LLC
UNCHANGED
Shares1,845 from 1,845
Change0 (0%)
Value$352.1K (+$18.3K)
Filed 2026-10-27
Fairscale Capital, LLC
INCREASED
Shares1,840 from 1,832
Change+8 (+0%)
Value$384.2K (+$50.1K)
Filed 2026-11-04
Sunbeam Capital Management, LLC
DECREASED
Shares1,837 from 2,090
Change-253 (-12%)
Value$350.5K (-$27.6K)
Filed 2026-11-05
Capstone Wealth Management, LLC
INCREASED
Shares1,834 from 1,723
Change+111 (+6%)
Value$350.0K (+$38.3K)
Filed 2026-11-02
Veery Capital, LLC
DECREASED
Shares1,834 from 1,885
Change-51 (-3%)
Value$350.0K (+$8.9K)
Filed 2026-10-07
Chatham Capital Group, Inc.
UNCHANGED
Shares1,826 from 1,826
Change0 (0%)
Value$348.4K (+$18.1K)
Filed 2026-10-16
Wiser Wealth Management, Inc
INCREASED
Shares1,822 from 1,700
Change+122 (+7%)
Value$347.7K (+$40.1K)
Filed 2026-10-14
Breakwater Capital Group
DECREASED
Shares1,818 from 1,850
Change-32 (-2%)
Value$346.9K (+$12.2K)
Filed 2026-10-09
Thompson Investment Management, Inc.
UNCHANGED
Shares1,817 from 1,817
Change0 (0%)
Value$346.7K (+$18.0K)
Filed 2026-10-14
Dutch Asset Corp
INCREASED
Shares1,815 from 1,579
Change+236 (+15%)
Value$346.5K (+$60.7K)
Filed 2026-10-20
TPG Advisors LLC
UNCHANGED
Shares1,815 from 1,815
Change0 (0%)
Value$346.3K (+$18.0K)
Filed 2026-10-16
Kelly Financial Group LLC
UNCHANGED
Shares1,812 from 1,812
Change0 (0%)
Value$345.8K (+$18.0K)
Filed 2026-10-16
Moody Lynn Lieberson & Walker, LLC
DECREASED
Shares1,806 from 1,825
Change-19 (-1%)
Value$344.6K (+$14.5K)
Filed 2026-10-14
Dymon Asia Capital (Singapore) Pte. Ltd.
NEW
Shares1,800
Change+1,800
Value$343.5K
Filed 2026-11-04
Center for Wealth Management Advisory
NEW
Shares1,788
Change+1,788
Value$341.2K
Filed 2026-10-23
NBH Bank
INCREASED
Shares1,779 from 1,744
Change+35 (+2%)
Value$339.5K (+$24.0K)
Filed 2026-11-05
Gerber, LLC
INCREASED
Shares1,779 from 1,778
Change+1 (+0%)
Value$339.4K (+$17.8K)
Filed 2026-10-21
RDA Financial Network
INCREASED
Shares1,776 from 1,713
Change+63 (+4%)
Value$339.0K (+$29.1K)
Filed 2026-10-15
IMG Wealth Management, Inc.
INCREASED
Shares1,774 from 1,734
Change+40 (+2%)
Value$338.5K (+$24.8K)
Filed 2026-10-27
Quadrant Private Wealth Management, LLC
NEW
Shares1,769
Change+1,769
Value$337.5K
Filed 2026-11-04
Vision Financial Markets LLC
DECREASED
Shares1,768 from 3,722
Change-1,954 (-52%)
Value$336.8K (-$335.6K)
Filed 2026-10-22
SFE Investment Counsel
UNCHANGED
Shares1,765 from 1,765
Change0 (0%)
Value$336.8K (+$17.5K)
Filed 2026-10-29
Acorn Creek Capital LLC
INCREASED
Shares1,762 from 1,754
Change+8 (+0%)
Value$336.1K (+$18.8K)
Filed 2026-11-05
Canopy Partners, LLC
INCREASED
Shares1,748 from 1,675
Change+73 (+4%)
Value$333.6K (+$30.5K)
Filed 2026-10-28
Advisory Solutions Group, LLC
NEW
Shares1,744
Change+1,744
Value$332.8K
Filed 2026-10-14
LifeGoal Investments, LLC
INCREASED
Shares1,736 from 1,560
Change+176 (+11%)
Value$331.3K (+$49.1K)
Filed 2026-10-09
Presilium Private Wealth, LLC
INCREASED
Shares1,731 from 1,589
Change+142 (+9%)
Value$330.2K (+$42.8K)
Filed 2026-10-26
Montz Harcus Wealth Management LLC
INCREASED
Shares1,730 from 1,711
Change+19 (+1%)
Value$330.2K (+$20.7K)
Filed 2026-10-09
AIA Group Ltd
INCREASED
Shares1,727 from 1,695
Change+32 (+2%)
Value$329.5K (+$22.9K)
Filed 2026-10-30
TMB Capital Partners, LLC
UNCHANGED
Shares1,726 from 1,726
Change0 (0%)
Value$329.4K (+$17.1K)
Filed 2026-10-20
Rockport Wealth LLC
INCREASED
Shares1,722 from 1,529
Change+193 (+13%)
Value$328.6K (+$52.0K)
Filed 2026-11-03
Atlas Private Wealth Advisors
INCREASED
Shares1,709 from 1,512
Change+197 (+13%)
Value$326.1K (+$52.6K)
Filed 2026-10-23
Independent Wealth Network Inc.
INCREASED
Shares1,704 from 1,689
Change+15 (+1%)
Value$325.1K (+$19.5K)
Filed 2026-10-19
Granite FO LLC
UNCHANGED
Shares1,700 from 1,700
Change0 (0%)
Value$324.4K (+$16.8K)
Filed 2026-10-14
Eastover Investment Advisors LLC
UNCHANGED
Shares1,700 from 1,700
Change0 (0%)
Value$324.4K (+$16.8K)
Filed 2026-10-05
McAlister, Sweet & Associates, Inc.
UNCHANGED
Shares1,700 from 1,700
Change0 (0%)
Value$324.4K (+$16.8K)
Filed 2026-10-07
Tsfg, LLC
DECREASED
Shares1,695 from 3,923
Change-2,228 (-57%)
Value$323 (-$709.7K)
Filed 2026-10-23
Archer Investment Corp
INCREASED
Shares1,695 from 1,485
Change+210 (+14%)
Value$323.4K (+$54.8K)
Filed 2026-11-05
Schneider Downs Wealth Management Advisors, LP
INCREASED
Shares1,690 from 1,598
Change+92 (+6%)
Value$322.5K (+$33.4K)
Filed 2026-10-27
Palisade Asset Management, LLC
INCREASED
Shares1,689 from 1,470
Change+219 (+15%)
Value$322.3K (+$56.4K)
Filed 2026-11-03
KFG Wealth Management, LLC
DECREASED
Shares1,686 from 1,978
Change-292 (-15%)
Value$321.7K (-$36.2K)
Filed 2026-10-16
Landaas & Co
DECREASED
Shares1,676 from 2,138
Change-462 (-22%)
Value$319.8K (-$67.0K)
Filed 2026-10-29
Walser Wealth Management Company, A Ltd Liability Co
INCREASED
Shares1,674 from 1,655
Change+19 (+1%)
Value$319.4K (+$20.0K)
Filed 2026-10-15
ACT Wealth Management, LLC
UNCHANGED
Shares1,674 from 1,674
Change0 (0%)
Value$319.4K (+$16.6K)
Filed 2026-10-09
Chicago Capital, LLC
DECREASED
Shares1,670 from 1,717
Change-47 (-3%)
Value$318.7K (+$8.2K)
Filed 2026-10-13
Insight Advisors, LLC/ PA
DECREASED
Shares1,668 from 1,848
Change-180 (-10%)
Value$318.3K (-$16.1K)
Filed 2026-10-22
Oarsman Capital, Inc.
DECREASED
Shares1,668 from 1,744
Change-76 (-4%)
Value$318.3K (+$2.8K)
Filed 2026-11-05
Onyx Financial Advisors, LLC
INCREASED
Shares1,659 from 1,647
Change+12 (+1%)
Value$316.6K (+$18.7K)
Filed 2026-10-21
Johnson & White Wealth Management, LLC
UNCHANGED
Shares1,657 from 1,657
Change0 (0%)
Value$316.2K (+$16.4K)
Filed 2026-11-03
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED
Shares1,654 from 1,667
Change-13 (-1%)
Value$315.6K (+$14.0K)
Filed 2026-11-03
Bensler, LLC
INCREASED
Shares1,651 from 1,599
Change+52 (+3%)
Value$315.0K (+$25.7K)
Filed 2026-11-05
Home Federal Bank of Tennessee
UNCHANGED
Shares1,650 from 1,650
Change0 (0%)
Value$314.9K (+$16.4K)
Filed 2026-10-15
Sterling Investment Advisors, Ltd.
UNCHANGED
Shares1,650 from 1,650
Change0 (0%)
Value$314.9K (+$16.4K)
Filed 2026-10-27
Baron Wealth Management LLC
DECREASED
Shares1,646 from 1,663
Change-17 (-1%)
Value$314.2K (+$13.4K)
Filed 2026-10-27
Lincoln Capital LLC
UNCHANGED
Shares1,646 from 1,646
Change0 (0%)
Value$316.0K (+$18.2K)
Filed 2026-10-09
BCS Wealth Management
NEW
Shares1,639
Change+1,639
Value$312.8K
Filed 2026-11-03
Gradient Investments LLC
DECREASED
Shares1,637 from 1,922
Change-285 (-15%)
Value$312.4K (-$35.3K)
Filed 2026-10-08
Acorn Wealth Advisors, LLC
INCREASED
Shares1,633 from 1,382
Change+251 (+18%)
Value$311.6K (+$61.6K)
Filed 2026-10-19
Sheets Smith Wealth Management
INCREASED
Shares1,633 from 1,630
Change+3 (+0%)
Value$311.5K (+$16.6K)
Filed 2026-10-16
Motive Wealth Advisors
INCREASED
Shares1,630 from 1,527
Change+103 (+7%)
Value$311.0K (+$34.8K)
Filed 2026-10-26
Capstone Wealth Management Group, LLC
DECREASED
Shares1,630 from 1,634
Change-4 (0%)
Value$264.4K (-$31.1K)
Filed 2026-11-05
Stockman Wealth Management, Inc.
DECREASED
Shares1,627 from 1,699
Change-72 (-4%)
Value$310.5K (+$3.1K)
Filed 2026-10-27
R. W. Roge & Company, Inc.
DECREASED
Shares1,627 from 1,633
Change-6 (0%)
Value$310 (-$294.7K)
Filed 2026-11-04
Forza Wealth Management, LLC
UNCHANGED
Shares1,619 from 1,619
Change0 (0%)
Value$308.9K (+$16.0K)
Filed 2026-10-20
Intesa Sanpaolo Wealth Management
INCREASED
Shares1,617 from 576
Change+1,041 (+181%)
Value$308.6K (+$204.4K)
Filed 2026-10-28
O'Keefe Stevens Advisory, Inc.
INCREASED
Shares1,612 from 1,524
Change+88 (+6%)
Value$307.6K (+$31.9K)
Filed 2026-10-09
Consilium Wealth Advisory, LLC
UNCHANGED
Shares1,611 from 1,611
Change0 (0%)
Value$307.4K (+$16.0K)
Filed 2026-10-14
Coyle Financial Counsel LLC
INCREASED
Shares1,605 from 1,524
Change+81 (+5%)
Value$306.3K (+$30.6K)
Filed 2026-10-28
Michels Family Financial, LLC
DECREASED
Shares1,603 from 1,732
Change-129 (-7%)
Value$305.9K (-$7.4K)
Filed 2026-11-02
Longview Financial Advisors, Inc.
UNCHANGED
Shares1,600 from 1,600
Change0 (0%)
Value$305.3K (+$15.9K)
Filed 2026-10-09
Midland Wealth Advisors, LLC
DECREASED
Shares1,599 from 1,639
Change-40 (-2%)
Value$305.1K (+$8.6K)
Filed 2026-10-26
Wilkins Miller Wealth Management, LLC
DECREASED
Shares1,595 from 1,643
Change-48 (-3%)
Value$304.3K (+$7.1K)
Filed 2026-10-13
Pacific Center for Financial Services
UNCHANGED
Shares1,595 from 1,595
Change0 (0%)
Value$304.4K (+$15.8K)
Filed 2026-10-15
Crown Wealth Group, LLC
INCREASED
Shares1,592 from 1,503
Change+89 (+6%)
Value$303.8K (+$31.9K)
Filed 2026-10-19
Vigilare Wealth Management
UNCHANGED
Shares1,588 from 1,588
Change0 (0%)
Value$303.0K (+$15.7K)
Filed 2026-10-29
Slocum, Gordon & Co LLP
DECREASED
Shares1,586 from 1,616
Change-30 (-2%)
Value$302.6K (+$10.3K)
Filed 2026-10-19
Bailard, Inc.
INCREASED
Shares1,581 from 1,569
Change+12 (+1%)
Value$301.8K (+$17.8K)
Filed 2026-10-13
LFG Wealth Partners, LLC
INCREASED
Shares1,573 from 1,493
Change+80 (+5%)
Value$300.2K (+$30.1K)
Filed 2026-10-28
Arthur M. Cohen & Associates, LLC
INCREASED
Shares1,572 from 1,481
Change+91 (+6%)
Value$300.0K (+$32.0K)
Filed 2026-10-26
Parisi Gray Wealth Management
UNCHANGED
Shares1,565 from 1,565
Change0 (0%)
Value$298.7K (+$15.7K)
Filed 2026-10-16
GK Wealth Management LLC
DECREASED
Shares1,564 from 1,977
Change-413 (-21%)
Value$298.4K (-$59.4K)
Filed 2026-10-09
One Day In July LLC
UNCHANGED
Shares1,562 from 1,562
Change0 (0%)
Value$298.1K (+$15.5K)
Filed 2026-10-30
Clarus Group, Inc.
UNCHANGED
Shares1,561 from 1,561
Change0 (0%)
Value$297.9K (+$15.5K)
Filed 2026-10-21
William Allan Corp
INCREASED
Shares1,555 from 1,551
Change+4 (+0%)
Value$296.7K (+$16.1K)
Filed 2026-10-14
American National Bank of Texas
DECREASED
Shares1,552 from 1,607
Change-55 (-3%)
Value$296.2K (+$5.4K)
Filed 2026-10-07
American Institute for Advanced Investment Management, LLP
UNCHANGED
Shares1,551 from 1,551
Change0 (0%)
Value$296.0K (+$15.4K)
Filed 2026-11-03
Lakeshore Financial Planning, Inc.
UNCHANGED
Shares1,547 from 1,547
Change0 (0%)
Value$295.2K (+$15.3K)
Filed 2026-10-13
Flynn Zito Capital Management, LLC
INCREASED
Shares1,544 from 1,462
Change+82 (+6%)
Value$294.7K (+$30.1K)
Filed 2026-11-04
Boyce & Associates Wealth Consulting, Inc.
UNCHANGED
Shares1,543 from 1,543
Change0 (0%)
Value$294.4K (+$15.3K)
Filed 2026-10-14
Key FInancial Inc
INCREASED
Shares1,534 from 1,498
Change+36 (+2%)
Value$292.7K (+$21.7K)
Filed 2026-11-02
Clearwave Capital, LLC
INCREASED
Shares1,533 from 1,532
Change+1 (+0%)
Value$292.5K (+$15.3K)
Filed 2026-10-27
First Command Advisory Services, Inc.
DECREASED
Shares1,531 from 1,601
Change-70 (-4%)
Value$292.1K (+$1.9K)
Filed 2026-11-05
Destiny Wealth Partners, LLC
NEW
Shares1,530
Change+1,530
Value$318.8K
Filed 2026-11-05
WPG Advisers, LLC
INCREASED
Shares1,529 from 1,461
Change+68 (+5%)
Value$291.8K (+$27.5K)
Filed 2026-10-27
Lpwm LLC
INCREASED
Shares1,528 from 1,500
Change+28 (+2%)
Value$291.6K (+$20.2K)
Filed 2026-10-20
Norris Perne & French LLP
NEW
Shares1,523
Change+1,523
Value$290.6K
Filed 2026-10-23
Reap Financial Group, LLC
INCREASED
Shares1,523 from 1,402
Change+121 (+9%)
Value$290.6K (+$36.9K)
Filed 2026-11-02
Lountzis Asset Management, LLC
UNCHANGED
Shares1,522 from 1,522
Change0 (0%)
Value$290.4K (+$12.8K)
Filed 2026-10-30
McGrath & Associates, Inc.
NEW
Shares1,519
Change+1,519
Value$289.9K
Filed 2026-10-27
KOM Wealth Management Group, LLC
INCREASED
Shares1,517 from 1,513
Change+4 (+0%)
Value$289.5K (+$15.8K)
Filed 2026-10-15
BridgePort Financial Solutions, LLC
NEW
Shares1,516
Change+1,516
Value$289.3K
Filed 2026-11-02
Renasant Bank
DECREASED
Shares1,514 from 1,632
Change-118 (-7%)
Value$288.9K (-$6.3K)
Filed 2026-11-05
Poehling Capital Management, Inc.
DECREASED
Shares1,514 from 1,555
Change-41 (-3%)
Value$288.9K (+$7.6K)
Filed 2026-10-20
Allen Wealth Management, LLC
UNCHANGED
Shares1,509 from 1,509
Change0 (0%)
Value$287.9K (+$15.0K)
Filed 2026-10-29
JGP Wealth Management, LLC
NEW
Shares1,506
Change+1,506
Value$287.3K
Filed 2026-10-13
Ring Mountain Capital, LLC
DECREASED
Shares1,500 from 1,506
Change-6 (0%)
Value$286.2K (+$13.8K)
Filed 2026-10-13
Courage Miller Partners, LLC
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$286.2K (+$14.9K)
Filed 2026-10-21
Professional Advisory Services Inc
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$286 (+$15)
Filed 2026-10-08
Birinyi Associates Inc
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$286 (-$270.7K)
Filed 2026-10-28
Omnitrust Wealth Management, Inc
NEW
Shares1,488
Change+1,488
Value$283.9K
Filed 2026-11-02
Generali Investments, Management Co LLC
DECREASED
Shares1,484 from 2,743
Change-1,259 (-46%)
Value$283.2K (-$213.1K)
Filed 2026-10-19
Pacific Sage Partners, LLC
UNCHANGED
Shares1,480 from 1,480
Change0 (0%)
Value$282.4K (+$14.7K)
Filed 2026-10-21
Opus Capital Group, LLC
INCREASED
Shares1,479 from 1,471
Change+8 (+1%)
Value$282 (-$265.7K)
Filed 2026-10-30
Mirador Capital Partners LP
DECREASED
Shares1,468 from 1,502
Change-34 (-2%)
Value$280.1K (+$8.3K)
Filed 2026-10-09
Delta Wealth Advisors LLC
UNCHANGED
Shares1,464 from 1,464
Change0 (0%)
Value$279.4K (+$14.5K)
Filed 2026-10-09
GHP Investment Advisors, Inc.
DECREASED
Shares1,462 from 1,537
Change-75 (-5%)
Value$279.0K (+$920)
Filed 2026-10-15
TFB Advisors LLC
INCREASED
Shares1,461 from 1,436
Change+25 (+2%)
Value$278.8K (+$19.0K)
Filed 2026-11-02
Quad-Cities Investment Group, LLC
NEW
Shares1,457
Change+1,457
Value$278.0K
Filed 2026-10-16
Trust Co of the South
UNCHANGED
Shares1,456 from 1,456
Change0 (0%)
Value$277.8K (+$14.4K)
Filed 2026-10-21
Central Valley Advisors, LLC
DECREASED
Shares1,452 from 1,781
Change-329 (-18%)
Value$277.1K (-$45.1K)
Filed 2026-10-27
SpringVest Wealth Management LLC
DECREASED
Shares1,451 from 1,477
Change-26 (-2%)
Value$276.9K (+$9.7K)
Filed 2026-10-27
Woodley Farra Manion Portfolio Management Inc
INCREASED
Shares1,449 from 1,444
Change+5 (+0%)
Value$276.5K (+$13.1K)
Filed 2026-11-05
Cpwa, LLC
INCREASED
Shares1,447 from 1,440
Change+7 (+0%)
Value$292.3K (+$31.8K)
Filed 2026-11-04
October Effect Ltd
DECREASED
Shares1,446 from 1,596
Change-150 (-9%)
Value$275.9K (-$12.8K)
Filed 2026-10-20
RW Investment Management LLC
INCREASED
Shares1,443 from 1,399
Change+44 (+3%)
Value$275.4K (+$22.3K)
Filed 2026-11-03
CGC Financial Services, LLC
UNCHANGED
Shares1,443 from 1,443
Change0 (0%)
Value$275.4K (+$14.3K)
Filed 2026-10-13
Cahaba Wealth Management, Inc.
INCREASED
Shares1,442 from 1,338
Change+104 (+8%)
Value$275.2K (+$33.1K)
Filed 2026-10-26
Global Financial Private Client, LLC
INCREASED
Shares1,442 from 1,414
Change+28 (+2%)
Value$275.2K (+$19.4K)
Filed 2026-10-15
Cottonwood Capital Advisors, LLC
INCREASED
Shares1,437 from 1,432
Change+5 (+0%)
Value$274.3K (+$15.3K)
Filed 2026-10-20
Paragon Private Wealth Management, LLC
DECREASED
Shares1,436 from 2,781
Change-1,345 (-48%)
Value$274.1K (-$229.1K)
Filed 2026-10-20
Hoge Financial Services, LLC
INCREASED
Shares1,434 from 1,205
Change+229 (+19%)
Value$273.7K (+$55.7K)
Filed 2026-11-05
Core Wealth Partners LLC
UNCHANGED
Shares1,430 from 1,430
Change0 (0%)
Value$272.9K (+$14.2K)
Filed 2026-11-02
Cora Capital Advisors LLC
INCREASED
Shares1,429 from 1,206
Change+223 (+18%)
Value$272.7K (+$54.4K)
Filed 2026-11-02
Partnership Wealth Management, LLC
INCREASED
Shares1,428 from 1,426
Change+2 (+0%)
Value$272.6K (+$14.6K)
Filed 2026-10-05
AmeriServ Wealth Advisors
UNCHANGED
Shares1,428 from 1,428
Change0 (0%)
Value$272.5K (+$14.2K)
Filed 2026-10-21
Jacobs & Co
UNCHANGED
Shares1,425 from 1,425
Change0 (0%)
Value$271 (+$14)
Filed 2026-10-09
Grove Street Fiduciary, LLC
UNCHANGED
Shares1,415 from 1,415
Change0 (0%)
Value$270.0K (+$14.0K)
Filed 2026-10-13
Straight Path Wealth Management
INCREASED
Shares1,414 from 1,304
Change+110 (+8%)
Value$269.8K (+$33.9K)
Filed 2026-10-23
Tableaux LLC
UNCHANGED
Shares1,413 from 1,413
Change0 (0%)
Value$269.6K (+$14.0K)
Filed 2026-10-23
Aspetuck Financial Management LLC
INCREASED
Shares1,412 from 1,212
Change+200 (+17%)
Value$2.7M (+$2.5M)
Filed 2026-11-04
GenWealth Group, Inc.
UNCHANGED
Shares1,408 from 1,408
Change0 (0%)
Value$268.7K (+$14.0K)
Filed 2026-10-16
Whelan Financial
INCREASED
Shares1,407 from 1,167
Change+240 (+21%)
Value$268.5K (+$57.4K)
Filed 2026-10-28
Coquina Private Wealth LLC
INCREASED
Shares1,403 from 1,399
Change+4 (+0%)
Value$267.8K (+$14.6K)
Filed 2026-10-27
Pine Haven Investment Counsel, Inc
UNCHANGED
Shares1,400 from 1,400
Change0 (0%)
Value$267.1K (+$13.9K)
Filed 2026-11-02
Greenhouse Wealth Management, LLC
UNCHANGED
Shares1,400 from 1,400
Change0 (0%)
Value$267.1K (+$13.9K)
Filed 2026-10-20
Buck Wealth Strategies, LLC
INCREASED
Shares1,394 from 1,387
Change+7 (+1%)
Value$265.9K (+$15.1K)
Filed 2026-10-28
Entrewealth, LLC
INCREASED
Shares1,393 from 1,256
Change+137 (+11%)
Value$265.8K (+$29.6K)
Filed 2026-10-14
Aurora Private Wealth, Inc.
INCREASED
Shares1,393 from 1,326
Change+67 (+5%)
Value$266 (-$239.7K)
Filed 2026-10-20
Accelerate Investment Advisors LLC
DECREASED
Shares1,392 from 1,428
Change-36 (-3%)
Value$265.6K (+$7.3K)
Filed 2026-11-02
Pinkerton Wealth, LLC
DECREASED
Shares1,385 from 1,475
Change-90 (-6%)
Value$264.3K (+$20.4K)
Filed 2026-10-29
Rede Wealth, LLC
DECREASED
Shares1,383 from 1,414
Change-31 (-2%)
Value$263.9K (+$8.1K)
Filed 2026-10-22
Weaver Consulting Group
INCREASED
Shares1,379 from 1,373
Change+6 (+0%)
Value$263.1K (+$14.8K)
Filed 2026-10-07
Connecticut Capital Management Group, LLC
INCREASED
Shares1,377 from 1,373
Change+4 (+0%)
Value$262.8K (+$14.4K)
Filed 2026-10-29
Stiles Financial Services Inc
DECREASED
Shares1,374 from 1,513
Change-139 (-9%)
Value$262.3K (-$11.4K)
Filed 2026-10-30
Arkfeld Wealth Strategies, L.L.C.
DECREASED
Shares1,368 from 1,385
Change-17 (-1%)
Value$263.6K (+$7.7K)
Filed 2026-10-19
Shepherd Financial Partners LLC
INCREASED
Shares1,365 from 1,301
Change+64 (+5%)
Value$260.4K (+$25.1K)
Filed 2026-11-03
Mainsail Asset Management, LLC
INCREASED
Shares1,360 from 1,295
Change+65 (+5%)
Value$258.9K (+$8.9K)
Filed 2026-10-14
Kellett Wealth Advisors, LLC
INCREASED
Shares1,360 from 1,353
Change+7 (+1%)
Value$259.6K (+$14.8K)
Filed 2026-10-15
Kelleher Financial Advisors
DECREASED
Shares1,359 from 2,713
Change-1,354 (-50%)
Value$259.3K (-$231.5K)
Filed 2026-10-30
Sage Private Wealth Group, LLC
INCREASED
Shares1,351 from 1,340
Change+11 (+1%)
Value$257.7K (+$15.2K)
Filed 2026-10-21
Langley Wealth Management, LLC
INCREASED
Shares1,344 from 1,326
Change+18 (+1%)
Value$256.5K (+$16.6K)
Filed 2026-11-04
Capstone Capital Management Ltd
NEW
Shares1,343
Change+1,343
Value$256.3K
Filed 2026-10-21
Rydar Equities, Inc.
INCREASED
Shares1,343 from 1,342
Change+1 (+0%)
Value$258.8K (+$525)
Filed 2026-10-13
Blackston Financial Advisory Group, LLC
INCREASED
Shares1,339 from 1,247
Change+92 (+7%)
Value$255.5K (+$29.9K)
Filed 2026-11-04
BankChampaign, National Association
INCREASED
Shares1,339 from 1,336
Change+3 (+0%)
Value$255.5K (+$13.8K)
Filed 2026-10-19
Tenzing Financial LLC
UNCHANGED
Shares1,333 from 1,333
Change0 (0%)
Value$268.0K (+$21.7K)
Filed 2026-11-03
Sunpointe, LLC
DECREASED
Shares1,331 from 2,944
Change-1,613 (-55%)
Value$254.0K (-$278.6K)
Filed 2026-10-22
Cutler Investment Counsel LLC
INCREASED
Shares1,331 from 1,232
Change+99 (+8%)
Value$254.0K (+$29.3K)
Filed 2026-10-28
Moran Wealth Management, LLC
NEW
Shares1,326
Change+1,326
Value$253.0K
Filed 2026-10-22
Nova Financial LLC
NEW
Shares1,326
Change+1,326
Value$253.0K
Filed 2026-11-04
Outlook Wealth Advisors, LLC
INCREASED
Shares1,319 from 1,277
Change+42 (+3%)
Value$251.7K (+$20.7K)
Filed 2026-10-28
BAM Wealth Management, LLC
NEW
Shares1,316
Change+1,316
Value$251.1K
Filed 2026-10-15
4J Wealth Management LLC
INCREASED
Shares1,315 from 1,265
Change+50 (+4%)
Value$251.0K (+$22.1K)
Filed 2026-11-02
Guardsman Private Capital Management, Inc.
INCREASED
Shares1,315 from 1,301
Change+14 (+1%)
Value$250.9K (+$15.6K)
Filed 2026-10-19
Lodestone Wealth Management LLC
DECREASED
Shares1,315 from 1,316
Change-1 (0%)
Value$251.0K (+$12.8K)
Filed 2026-10-14
Owl Creek Wealth Partners LLC
DECREASED
Shares1,314 from 1,358
Change-44 (-3%)
Value$250.7K (+$5.1K)
Filed 2026-10-20
Rare Wolf Capital LLC
NEW
Shares1,313
Change+1,313
Value$250.5K
Filed 2026-10-20
August Group Capital Ltd
INCREASED
Shares1,312 from 1,291
Change+21 (+2%)
Value$250.4K (+$16.8K)
Filed 2026-10-14
Ulland Investment Advisors, LLC
UNCHANGED
Shares1,312 from 1,312
Change0 (0%)
Value$250 (+$13)
Filed 2026-10-13
Silvia Mccoll Wealth Management, LLC
UNCHANGED
Shares1,310 from 1,310
Change0 (0%)
Value$250.0K (+$13.0K)
Filed 2026-10-07
Summit Global Investments
DECREASED
Shares1,309 from 5,258
Change-3,949 (-75%)
Value$250 (-$950.8K)
Filed 2026-10-28
Hickory Point Bank & Trust
UNCHANGED
Shares1,309 from 1,309
Change0 (0%)
Value$249.8K (+$13.0K)
Filed 2026-10-01
Pacific Excel Wealth Advisors, Inc.
DECREASED
Shares1,307 from 5,860
Change-4,553 (-78%)
Value$249.8K (-$810.4K)
Filed 2026-10-27
LMG Wealth Partners, LLC
UNCHANGED
Shares1,306 from 1,306
Change0 (0%)
Value$249.2K (+$12.9K)
Filed 2026-11-05
West Bancorporation Inc
UNCHANGED
Shares1,305 from 1,305
Change0 (0%)
Value$249.0K (+$12.9K)
Filed 2026-10-29
JSF Financial, LLC
NEW
Shares1,304
Change+1,304
Value$248.8K
Filed 2026-10-22
Flagstone Financial Management
UNCHANGED
Shares1,300 from 1,300
Change0 (0%)
Value$248.1K (+$12.9K)
Filed 2026-11-05
Mount Vernon Associates Inc
UNCHANGED
Shares1,300 from 1,300
Change0 (0%)
Value$248 (-$234.8K)
Filed 2026-10-26
Bfsg, LLC
UNCHANGED
Shares1,295 from 1,295
Change0 (0%)
Value$247.1K (+$12.8K)
Filed 2026-10-30
Phillips Financial Management, LLC
DECREASED
Shares1,290 from 1,428
Change-138 (-10%)
Value$246.2K (-$12.2K)
Filed 2026-10-19
Wright Wealth LLC
UNCHANGED
Shares1,283 from 1,283
Change0 (0%)
Value$244.8K (+$12.7K)
Filed 2026-10-29
Fulcrum Equity Management
INCREASED
Shares1,280 from 1,255
Change+25 (+2%)
Value$244.3K (+$17.2K)
Filed 2026-10-21
Miramontes Capital, LLC
UNCHANGED
Shares1,280 from 1,280
Change0 (0%)
Value$244.3K (+$12.7K)
Filed 2026-10-19
Flagship Wealth Advisors, LLC
INCREASED
Shares1,277 from 1,244
Change+33 (+3%)
Value$243.6K (+$18.6K)
Filed 2026-11-03
Advisory Resource Group
UNCHANGED
Shares1,274 from 1,274
Change0 (0%)
Value$243.1K (+$12.6K)
Filed 2026-10-26
180 Wealth Advisors, LLC
INCREASED
Shares1,267 from 1,266
Change+1 (+0%)
Value$241.8K (+$12.8K)
Filed 2026-11-03
Cypress Point Wealth Management, LLC
NEW
Shares1,265
Change+1,265
Value$241.4K
Filed 2026-11-03
Allegiance Financial Group Advisory Services LLC
NEW
Shares1,261
Change+1,261
Value$240.6K
Filed 2026-11-02
Bond & Devick Financial Network, Inc.
UNCHANGED
Shares1,261 from 1,261
Change0 (0%)
Value$240.6K (+$12.5K)
Filed 2026-10-23
BG Investment Services, LLC
NEW
Shares1,260
Change+1,260
Value$240.4K
Filed 2026-10-23
Harmony Asset Management LLC
DECREASED
Shares1,260 from 1,280
Change-20 (-2%)
Value$240.4K (+$8.9K)
Filed 2026-10-20
Finer Wealth Management, Inc.
UNCHANGED
Shares1,258 from 1,258
Change0 (0%)
Value$240.1K (+$12.5K)
Filed 2026-10-16
Hoxton Planning & Management, LLC
INCREASED
Shares1,256 from 1,214
Change+42 (+3%)
Value$239.7K (+$20.0K)
Filed 2026-10-15
True Wealth Design, LLC
INCREASED
Shares1,253 from 1,149
Change+104 (+9%)
Value$239.2K (+$31.3K)
Filed 2026-10-13
Master's Wealth Management Inc.
DECREASED
Shares1,246 from 1,415
Change-169 (-12%)
Value$237.8K (-$18.1K)
Filed 2026-10-22
Sterling Wealth Management, Inc.
UNCHANGED
Shares1,246 from 1,246
Change0 (0%)
Value$237.8K (+$12.3K)
Filed 2026-10-23
Intelligence Driven Advisers, LLC
NEW
Shares1,244
Change+1,244
Value$237.4K
Filed 2026-10-09
Grey Ledge Advisors, LLC
DECREASED
Shares1,243 from 1,281
Change-38 (-3%)
Value$237.2K (+$5.4K)
Filed 2026-11-02
Triumph Capital Management
INCREASED
Shares1,243 from 1,212
Change+31 (+3%)
Value$237.1K (+$17.8K)
Filed 2026-10-14
Clayton Financial Group LLC
UNCHANGED
Shares1,243 from 1,243
Change0 (0%)
Value$237.2K (+$12.3K)
Filed 2026-10-13
Princeton Global Asset Management LLC
UNCHANGED
Shares1,242 from 1,242
Change0 (0%)
Value$237.0K (+$12.3K)
Filed 2026-10-21
Global Assets Advisory, LLC
DECREASED
Shares1,234 from 1,247
Change-13 (-1%)
Value$233.7K (+$9.6K)
Filed 2026-10-28
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED
Shares1,232 from 1,634
Change-402 (-25%)
Value$235.1K (-$60.4K)
Filed 2026-10-13
Comprehensive Financial Consultants Institutional, Inc.
DECREASED
Shares1,232 from 1,233
Change-1 (0%)
Value$235.1K (+$12.0K)
Filed 2026-10-15
Walkner Condon Financial Advisors LLC
NEW
Shares1,231
Change+1,231
Value$234.9K
Filed 2026-11-02
Willow Creek Wealth Management Inc.
INCREASED
Shares1,230 from 1,216
Change+14 (+1%)
Value$234.9K (+$14.8K)
Filed 2026-10-26
Cascade Investment Group, Inc.
UNCHANGED
Shares1,230 from 1,230
Change0 (0%)
Value$234.7K (+$12.2K)
Filed 2026-10-13
Analyst IMS Investment Management Services Ltd.
DECREASED
Shares1,229 from 1,442
Change-213 (-15%)
Value$235 (-$260.8K)
Filed 2026-11-05
Paulson Wealth Management Inc.
INCREASED
Shares1,227 from 1,199
Change+28 (+2%)
Value$234.1K (+$17.2K)
Filed 2026-11-02
State of Wyoming
NEW
Shares1,226
Change+1,226
Value$233.9K
Filed 2026-10-28
Mlp3, LLC
NEW
Shares1,218
Change+1,218
Value$232.4K
Filed 2026-10-22
Hurlow Wealth Management Group, Inc.
UNCHANGED
Shares1,218 from 1,218
Change0 (0%)
Value$232.4K (+$12.1K)
Filed 2026-10-29
Arsenal Capital Advisors LLC
NEW
Shares1,217
Change+1,217
Value$232.2K
Filed 2026-11-02
Smith Thornton Advisors LLC
INCREASED
Shares1,212 from 1,182
Change+30 (+3%)
Value$231.3K (+$18.3K)
Filed 2026-10-16
Manuka Financial, LLC
INCREASED
Shares1,212 from 1,208
Change+4 (+0%)
Value$231.4K (+$12.8K)
Filed 2026-10-16
MFA Wealth Advisors, LLC
DECREASED
Shares1,211 from 1,234
Change-23 (-2%)
Value$231.1K (+$7.8K)
Filed 2026-10-07
Foresight Capital Management Advisors, Inc.
INCREASED
Shares1,208 from 1,193
Change+15 (+1%)
Value$230.5K (+$14.7K)
Filed 2026-10-27
City Holding Co
DECREASED
Shares1,202 from 1,207
Change-5 (0%)
Value$229.4K (+$11.0K)
Filed 2026-10-19
Credit Capital Investments LLC
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$229.0K (+$11.9K)
Filed 2026-10-22
Sculati Wealth Management, LLC
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$242.4K (+$10.8K)
Filed 2026-10-19
Valley Forge Investment Consultants Inc ADV
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$229.0K (+$11.9K)
Filed 2026-11-03
Frederick Financial Consultants, LLC
INCREASED
Shares1,198 from 1,163
Change+35 (+3%)
Value$228.7K (+$18.2K)
Filed 2026-10-29
Certior Financial Group, LLC
INCREASED
Shares1,196 from 1,190
Change+6 (+1%)
Value$228.2K (+$12.9K)
Filed 2026-10-19
Argent Capital Management LLC
DECREASED
Shares1,190 from 1,240
Change-50 (-4%)
Value$227.1K (+$2.7K)
Filed 2026-10-05
Blvd Private Wealth, LLC
INCREASED
Shares1,189 from 1,158
Change+31 (+3%)
Value$226.9K (+$17.4K)
Filed 2026-10-14
Cap Partners, LLC
DECREASED
Shares1,188 from 1,210
Change-22 (-2%)
Value$226.6K (+$7.7K)
Filed 2026-10-19
Whitcomb & Hess, Inc.
UNCHANGED
Shares1,188 from 1,188
Change0 (0%)
Value$226.7K (+$11.8K)
Filed 2026-10-07
Echo45 Advisors LLC
NEW
Shares1,186
Change+1,186
Value$226.3K
Filed 2026-10-07
Brucke Financial, Inc.
NEW
Shares1,183
Change+1,183
Value$225.7K
Filed 2026-10-23
Financial Planning Navigators Corp
INCREASED
Shares1,182 from 1,172
Change+10 (+1%)
Value$225.6K (+$13.5K)
Filed 2026-10-14
Retirement Solution LLC
NEW
Shares1,181
Change+1,181
Value$225.3K
Filed 2026-10-27
Planning Strategies Inc.
INCREASED
Shares1,178 from 1,170
Change+8 (+1%)
Value$224.8K (+$13.1K)
Filed 2026-10-02
Eagle Wealth Strategies LLC
INCREASED
Shares1,174 from 1,154
Change+20 (+2%)
Value$224.1K (+$15.3K)
Filed 2026-10-20
Lodestar Private Asset Management LLC
UNCHANGED
Shares1,174 from 1,174
Change0 (0%)
Value$224.0K (+$11.6K)
Filed 2026-10-26
Birchbrook, Inc.
UNCHANGED
Shares1,173 from 1,173
Change0 (0%)
Value$223.8K (+$11.6K)
Filed 2026-10-14
Great Lakes Retirement, Inc.
NEW
Shares1,172
Change+1,172
Value$223.6K
Filed 2026-10-26
Cranbrook Wealth Management, LLC
INCREASED
Shares1,172 from 1,169
Change+3 (+0%)
Value$223.6K (+$12.2K)
Filed 2026-10-28
Seamount Financial Group Inc
UNCHANGED
Shares1,172 from 1,172
Change0 (0%)
Value$223.6K (+$11.6K)
Filed 2026-10-21
Fearless Solutions, LLC dba Best Invest
NEW
Shares1,169
Change+1,169
Value$223.0K
Filed 2026-10-14
Steinberganna Wealth Management
INCREASED
Shares1,163 from 1,144
Change+19 (+2%)
Value$221.9K (+$15.0K)
Filed 2026-10-23
Builder Investment Group Inc
UNCHANGED
Shares1,160 from 1,160
Change0 (0%)
Value$221.4K (+$11.5K)
Filed 2026-10-22
Kitching Partners, LLC
UNCHANGED
Shares1,154 from 1,154
Change0 (0%)
Value$220.2K (+$11.4K)
Filed 2026-11-02
Ullmann Wealth Partners Group, LLC
NEW
Shares1,152
Change+1,152
Value$219.9K
Filed 2026-11-02
MFG Investments, LLC
NEW
Shares1,152
Change+1,152
Value$219.8K
Filed 2026-10-30
Global Wealth Management Investment Advisory, Inc.
DECREASED
Shares1,152 from 1,153
Change-1 (0%)
Value$219.9K (+$11.3K)
Filed 2026-11-04
Robinson Smith Wealth Advisors LLC
UNCHANGED
Shares1,146 from 1,146
Change0 (0%)
Value$218.7K (+$11.4K)
Filed 2026-10-22
Financial Council, LLC
UNCHANGED
Shares1,137 from 1,137
Change0 (0%)
Value$217.0K (+$11.3K)
Filed 2026-11-02
First Community Trust NA
UNCHANGED
Shares1,135 from 1,135
Change0 (0%)
Value$216.6K (+$11.2K)
Filed 2026-10-07
Thomas Story & SON LLC
UNCHANGED
Shares1,134 from 1,134
Change0 (0%)
Value$216.4K (+$11.2K)
Filed 2026-10-13
Rainier Family Wealth Inc
UNCHANGED
Shares1,133 from 1,133
Change0 (0%)
Value$216.2K (+$11.2K)
Filed 2026-11-02
Richmond Investment Services, LLC
NEW
Shares1,131
Change+1,131
Value$215.9K
Filed 2026-10-29
Mission Financial Group, LLC
NEW
Shares1,131
Change+1,131
Value$215.9K
Filed 2026-10-21
Capital Square, LLC
INCREASED
Shares1,131 from 1,106
Change+25 (+2%)
Value$216.0K (+$15.1K)
Filed 2026-10-19
Amarillo National Bank
UNCHANGED
Shares1,130 from 1,130
Change0 (0%)
Value$215.6K (+$11.2K)
Filed 2026-10-23
Clark Asset Management, LLC
DECREASED
Shares1,129 from 1,334
Change-205 (-15%)
Value$215.4K (-$25.9K)
Filed 2026-10-19
Kaydan Wealth Management, Inc.
NEW
Shares1,123
Change+1,123
Value$214.3K
Filed 2026-10-08
Acima Private Wealth, LLC
UNCHANGED
Shares1,123 from 1,123
Change0 (0%)
Value$214.3K (+$11.1K)
Filed 2026-10-05
Crusonia Wealth Advisors LLC
INCREASED
Shares1,122 from 1,118
Change+4 (+0%)
Value$214.1K (+$11.8K)
Filed 2026-10-26
Winebrenner Capital Management LLC
UNCHANGED
Shares1,117 from 1,117
Change0 (0%)
Value$213.1K (+$11.1K)
Filed 2026-10-07
Market Street Wealth Management Advisors LLC
NEW
Shares1,115
Change+1,115
Value$212.7K
Filed 2026-10-09
Scissortail Wealth Management, LLC
NEW
Shares1,114
Change+1,114
Value$212.6K
Filed 2026-11-03
Commerce Advisors, LLC
NEW
Shares1,113
Change+1,113
Value$212.4K
Filed 2026-10-19
Hibernia Wealth Partners, LLC
NEW
Shares1,112
Change+1,112
Value$212.1K
Filed 2026-10-29
First Financial Group Corp
NEW
Shares1,111
Change+1,111
Value$212.0K
Filed 2026-10-22
Capital Investment Counsel, Inc
NEW
Shares1,110
Change+1,110
Value$211.8K
Filed 2026-10-20
Endowment Wealth Management, Inc.
DECREASED
Shares1,110 from 1,119
Change-9 (-1%)
Value$211.8K (+$9.5K)
Filed 2026-11-03
MMA Asset Management LLC
NEW
Shares1,108
Change+1,108
Value$211.4K
Filed 2026-11-02
Amplius Wealth Advisors, LLC
NEW
Shares1,106
Change+1,106
Value$211.0K
Filed 2026-10-20
Grey Fox Wealth Advisors, LLC
DECREASED
Shares1,106 from 1,568
Change-462 (-29%)
Value$211.0K (-$75.0K)
Filed 2026-11-03
CJM Wealth Advisers, Ltd.
NEW
Shares1,104
Change+1,104
Value$210.7K
Filed 2026-10-27
Westover Capital Advisors, LLC
DECREASED
Shares1,103 from 1,138
Change-35 (-3%)
Value$210.5K (+$4.6K)
Filed 2026-10-26
Total Wealth Planning & Management, Inc.
NEW
Shares1,100
Change+1,100
Value$209.9K
Filed 2026-10-23
Roof Eidam Maycock Peralta, LLC
NEW
Shares1,096
Change+1,096
Value$209.1K
Filed 2026-10-15
OceanIQ Capital, LLC
NEW
Shares1,096
Change+1,096
Value$218.4K
Filed 2026-10-19
Altus Wealth Group LLC
DECREASED
Shares1,091 from 1,141
Change-50 (-4%)
Value$208.2K (+$1.8K)
Filed 2026-10-20
Meridian Financial Partners LLC
NEW
Shares1,090
Change+1,090
Value$217.9K
Filed 2026-10-23
Junk Investment Group, LLC
NEW
Shares1,089
Change+1,089
Value$207.8K
Filed 2026-10-19
Sage Rhino Capital LLC
NEW
Shares1,089
Change+1,089
Value$207.8K
Filed 2026-10-28
Bdfs Capital LLC
NEW
Shares1,086
Change+1,086
Value$207.2K
Filed 2026-10-14
Mraz, Amerine & Associates, Inc.
NEW
Shares1,085
Change+1,085
Value$207.0K
Filed 2026-10-30
Larry Mathis Financial Planning, LLC
NEW
Shares1,084
Change+1,084
Value$206.8K
Filed 2026-10-26
Financial Insights, Inc.
NEW
Shares1,082
Change+1,082
Value$206.5K
Filed 2026-10-27
Burton Enright Welch
NEW
Shares1,080
Change+1,080
Value$206.1K
Filed 2026-11-04
Weatherly Asset Management L. P.
NEW
Shares1,079
Change+1,079
Value$206.0K
Filed 2026-10-20
Cordoba Advisory Partners LLC
DECREASED
Shares1,076 from 1,103
Change-27 (-2%)
Value$205.3K (+$4.2K)
Filed 2026-10-19
Warren Street Wealth Advisors, LLC
NEW
Shares1,072
Change+1,072
Value$204.6K
Filed 2026-11-04
Wespac Advisors, LLC
NEW
Shares1,070
Change+1,070
Value$204.2K
Filed 2026-10-26
Van Cleef Asset Management,Inc
NEW
Shares1,069
Change+1,069
Value$204.1K
Filed 2026-10-20
Livet Wealth, LLC
NEW
Shares1,067
Change+1,067
Value$203.6K
Filed 2026-10-27
Future Financial Wealth Managment LLC
UNCHANGED
Shares1,066 from 1,066
Change0 (0%)
Value$203.4K (-$320)
Filed 2026-10-15
Cannon Advisors, Inc.
NEW
Shares1,064
Change+1,064
Value$212.0K
Filed 2026-10-14
Hapanowicz & Associates Financial Services, Inc
NEW
Shares1,060
Change+1,060
Value$202.3K
Filed 2026-10-29
Centerline Wealth Advisors, LLC
NEW
Shares1,059
Change+1,059
Value$202.1K
Filed 2026-10-15
Yoder Wealth Management, Inc.
NEW
Shares1,058
Change+1,058
Value$201.9K
Filed 2026-10-13
J. Derek Lewis & Associates Inc.
NEW
Shares1,054
Change+1,054
Value$201.1K
Filed 2026-11-03
Braun-Bostich & Associates Inc.
NEW
Shares1,051
Change+1,051
Value$200.6K
Filed 2026-10-20
Byrne Asset Management LLC
INCREASED
Shares1,043 from 843
Change+200 (+24%)
Value$196.3K (+$43.8K)
Filed 2026-10-06
Elevated Capital Advisors, LLC
DECREASED
Shares1,007 from 5,749
Change-4,742 (-82%)
Value$192.2K (-$847.9K)
Filed 2026-11-04
Private Wealth Management Group, LLC
INCREASED
Shares1,007 from 641
Change+366 (+57%)
Value$192.2K (+$76.2K)
Filed 2026-10-19
MV Capital Management, Inc.
DECREASED
Shares962 from 978
Change-16 (-2%)
Value$183.6K (+$6.6K)
Filed 2026-10-29
IFS Advisors, LLC
INCREASED
Shares957 from 437
Change+520 (+119%)
Value$182.6K (+$103.6K)
Filed 2026-10-14
Brown, Lisle Ings, Inc.
UNCHANGED
Shares941 from 941
Change0 (0%)
Value$179.6K (+$9.3K)
Filed 2026-10-16
Putney Financial Group LLC
DECREASED
Shares929 from 1,287
Change-358 (-28%)
Value$177.3K (-$55.6K)
Filed 2026-10-30
First Financial Corp
UNCHANGED
Shares922 from 922
Change0 (0%)
Value$175.9K (+$9.1K)
Filed 2026-10-13
First Pacific Financial
INCREASED
Shares908 from 85
Change+823 (+968%)
Value$173.3K (+$157.9K)
Filed 2026-10-14
Union Savings Bank
DECREASED
Shares903 from 919
Change-16 (-2%)
Value$172.3K (+$6.1K)
Filed 2026-10-14
Lloyd Advisory Services, Llc.
DECREASED
Shares885 from 887
Change-2 (0%)
Value$168.9K (+$8.5K)
Filed 2026-11-02
TrustBank
UNCHANGED
Shares885 from 885
Change0 (0%)
Value$168.9K (+$8.8K)
Filed 2026-10-20
Newton One Investments LLC
INCREASED
Shares869 from 866
Change+3 (+0%)
Value$165.8K (+$9.1K)
Filed 2026-10-14
Fortitude Family Office, LLC
DECREASED
Shares862 from 868
Change-6 (-1%)
Value$164.5K (+$7.5K)
Filed 2026-10-14
Bank Julius Baer & Co. Ltd, Zurich
INCREASED
Shares860 from 375
Change+485 (+129%)
Value$164.1K (+$96.3K)
Filed 2026-10-29
Curat Global, LLC
UNCHANGED
Shares840 from 840
Change0 (0%)
Value$160.3K (+$8.3K)
Filed 2026-10-26
New England Capital Financial Advisors LLC
INCREASED
Shares825 from 821
Change+4 (+0%)
Value$157.4K (+$8.8K)
Filed 2026-11-03
William Mack & Associates, Inc.
NEW
Shares813
Change+813
Value$155.1K
Filed 2026-10-27
Hoese & Co LLP
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$152.7K (+$7.9K)
Filed 2026-10-21
Bullock Wealth Management Group
INCREASED
Shares781 from 780
Change+1 (+0%)
Value$147.1K (+$8.4K)
Filed 2026-10-09
Balance Wealth Partners LLC
NEW
Shares768
Change+768
Value$146.6K
Filed 2026-10-27
Gold Investment Management Ltd.
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$143.1K (+$7.4K)
Filed 2026-10-19
Indiana Trust & Investment Management Co
UNCHANGED
Shares747 from 747
Change0 (0%)
Value$142.5K (+$7.4K)
Filed 2026-10-22
Physician Wealth Advisors, Inc.
INCREASED
Shares731 from 557
Change+174 (+31%)
Value$139.6K (+$38.7K)
Filed 2026-10-20
Lynch Investment Planning, LLC
NEW
Shares726
Change+726
Value$138.5K
Filed 2026-10-27
Hughes Financial Services, LLC
INCREASED
Shares719 from 663
Change+56 (+8%)
Value$149.8K (+$30.0K)
Filed 2026-10-30
Advocate Investing Services LLC
UNCHANGED
Shares710 from 710
Change0 (0%)
Value$135.5K (+$7.0K)
Filed 2026-10-26
Horizon Financial Services, LLC
DECREASED
Shares680 from 689
Change-9 (-1%)
Value$129.8K (+$5.1K)
Filed 2026-11-04
Highline Wealth Partners LLC
INCREASED
Shares674 from 410
Change+264 (+64%)
Value$128.7K (+$54.6K)
Filed 2026-10-19
Quest 10 Wealth Builders, Inc.
INCREASED
Shares671 from 606
Change+65 (+11%)
Value$128.1K (+$18.4K)
Filed 2026-11-02
Birch Capital Management, LLC
UNCHANGED
Shares665 from 665
Change0 (0%)
Value$126.9K (+$6.6K)
Filed 2026-10-27
AXS Investments LLC
DECREASED
Shares650 from 862
Change-212 (-25%)
Value$124.0K (-$31.9K)
Filed 2026-11-04
Piscataqua Savings Bank
UNCHANGED
Shares635 from 635
Change0 (0%)
Value$121.2K (+$6.3K)
Filed 2026-10-21
Caitong International Asset Management Co., Ltd
INCREASED
Shares634 from 161
Change+473 (+294%)
Value$121.0K (+$91.9K)
Filed 2026-10-29
Winthrop Capital Management, LLC
UNCHANGED
Shares633 from 633
Change0 (0%)
Value$120.8K (+$5.8K)
Filed 2026-11-05
Bay Harbor Wealth Management, LLC
INCREASED
Shares630 from 629
Change+1 (+0%)
Value$120.2K (+$6.4K)
Filed 2026-11-03
Financial Network Wealth Advisors LLC
INCREASED
Shares620 from 564
Change+56 (+10%)
Value$118.3K (+$16.3K)
Filed 2026-10-28
Elevation Wealth Partners, LLC
INCREASED
Shares610 from 562
Change+48 (+9%)
Value$116.5K (+$14.7K)
Filed 2026-10-07
Ares Financial Consulting, LLC
INCREASED
Shares610 from 594
Change+16 (+3%)
Value$116.4K (+$8.9K)
Filed 2026-10-19
Mowery & Schoenfeld Wealth Management, LLC
INCREASED
Shares609 from 604
Change+5 (+1%)
Value$116.2K (+$6.9K)
Filed 2026-10-28
MB, Levis & Associates, LLC
INCREASED
Shares601 from 599
Change+2 (+0%)
Value$114.6K (+$6.2K)
Filed 2026-10-16
Livelsberger Financial Advisory
NEW
Shares599
Change+599
Value$114.3K
Filed 2026-10-28
Virginia Estate & Retirement Planning Advisors Inc.
INCREASED
Shares592 from 591
Change+1 (+0%)
Value$113.0K (+$6.1K)
Filed 2026-10-14
Joseph Group Capital Management
INCREASED
Shares581 from 479
Change+102 (+21%)
Value$110.9K (+$24.2K)
Filed 2026-11-04
James T. Borello RIA
INCREASED
Shares570 from 530
Change+40 (+8%)
Value$108.8K (+$12.9K)
Filed 2026-10-16
Pflug Koory, LLC
UNCHANGED
Shares570 from 570
Change0 (0%)
Value$108.8K (+$5.6K)
Filed 2026-10-26
Ameliora Wealth Management Ltd.
INCREASED
Shares560 from 500
Change+60 (+12%)
Value$106.9K (+$16.4K)
Filed 2026-10-23
Sfam, LLC
DECREASED
Shares554 from 613
Change-59 (-10%)
Value$105.7K (-$5.2K)
Filed 2026-11-03
Valley Wealth Managers, Inc.
UNCHANGED
Shares525 from 525
Change0 (0%)
Value$100.2K (+$5.2K)
Filed 2026-10-09
University of Texas S AM Investment Management Co
UNCHANGED
Shares515 from 515
Change0 (0%)
Value$98.3K (+$4.3K)
Filed 2026-11-03
Financial Consulate, Inc
DECREASED
Shares512 from 519
Change-7 (-1%)
Value$97.7K (+$3.6K)
Filed 2026-10-23
KFG LLC
NEW
Shares501
Change+501
Value$95.6K
Filed 2026-11-02
Gen-Wealth Partners Inc
DECREASED
Shares483 from 600
Change-117 (-19%)
Value$92.2K (-$16.4K)
Filed 2026-11-04
Wolff Wiese Magana LLC
UNCHANGED
Shares480 from 480
Change0 (0%)
Value$91.6K (+$4.8K)
Filed 2026-10-15
Intelligent Financial Strategies
UNCHANGED
Shares470 from 470
Change0 (0%)
Value$89.7K (+$4.0K)
Filed 2026-10-16
Davis Capital Management
INCREASED
Shares464 from 463
Change+1 (+0%)
Value$88.5K (+$4.8K)
Filed 2026-10-08
Olistico Wealth, LLC
INCREASED
Shares461 from 460
Change+1 (+0%)
Value$87.9K (+$4.6K)
Filed 2026-10-05
LFA - Lugano Financial Advisors SA
UNCHANGED
Shares460 from 460
Change0 (0%)
Value$87.8K (+$4.6K)
Filed 2026-11-03
Hanson & Doremus Investment Management
UNCHANGED
Shares452 from 452
Change0 (0%)
Value$86 (-$81.9K)
Filed 2026-10-16
Canton Hathaway, LLC
INCREASED
Shares449 from 432
Change+17 (+4%)
Value$85.7K (+$7.5K)
Filed 2026-10-23
Cornerstone National Bank & Trust Co
NEW
Shares435
Change+435
Value$81.9K
Filed 2026-10-20
Asset Dedication, LLC
DECREASED
Shares432 from 455
Change-23 (-5%)
Value$82.5K (+$180)
Filed 2026-11-03
Nvwm, LLC
INCREASED
Shares423 from 416
Change+7 (+2%)
Value$80.7K (+$5.5K)
Filed 2026-10-14
Retirement Wealth Solutions LLC
INCREASED
Shares422 from 394
Change+28 (+7%)
Value$80.5K (+$9.3K)
Filed 2026-10-07
Jnba Financial Advisors
INCREASED
Shares418 from 159
Change+259 (+163%)
Value$79.8K (+$51.0K)
Filed 2026-11-03
Essex Investment Management Co LLC
UNCHANGED
Shares402 from 402
Change0 (0%)
Value$76.7K (+$4.0K)
Filed 2026-10-19
Compass Wealth Management LLC
NEW
Shares400
Change+400
Value$76.3K
Filed 2026-10-22
Accordant Advisory Group Inc
DECREASED
Shares400 from 500
Change-100 (-20%)
Value$76.3K (-$14.1K)
Filed 2026-10-29
Bell Investment Advisors, Inc
INCREASED
Shares396 from 318
Change+78 (+25%)
Value$75.6K (+$18.0K)
Filed 2026-10-29
Catherine Avery Investment Management LLC
INCREASED
Shares391 from 388
Change+3 (+1%)
Value$74.7K (+$4.4K)
Filed 2026-10-14
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares389 from 389
Change0 (0%)
Value$74.2K (+$3.9K)
Filed 2026-10-23
DecisionPoint Financial, LLC
INCREASED
Shares384 from 29
Change+355 (+1224%)
Value$72.3K (+$67.1K)
Filed 2026-10-27
Activest Wealth Management
INCREASED
Shares382 from 317
Change+65 (+21%)
Value$72.9K (+$15.5K)
Filed 2026-10-15
Country Trust Bank
INCREASED
Shares363 from 341
Change+22 (+6%)
Value$69.3K (+$7.6K)
Filed 2026-10-30
Avion Wealth
INCREASED
Shares358 from 321
Change+37 (+12%)
Value$68 (-$57.9K)
Filed 2026-11-04
POM Investment Strategies, LLC
DECREASED
Shares352 from 362
Change-10 (-3%)
Value$67.2K (+$1.7K)
Filed 2026-10-20
Rakuten Securities, Inc.
INCREASED
Shares347 from 99
Change+248 (+251%)
Value$66.2K (+$48.3K)
Filed 2026-11-02
Barrett & Company, Inc.
UNCHANGED
Shares339 from 339
Change0 (0%)
Value$64.7K (+$3.4K)
Filed 2026-10-22
Marquette Asset Management, LLC
UNCHANGED
Shares334 from 334
Change0 (0%)
Value$63.7K (+$3.3K)
Filed 2026-10-09
Covestor Ltd
INCREASED
Shares330 from 324
Change+6 (+2%)
Value$63 (-$58.9K)
Filed 2026-10-30
PFS Partners, LLC
INCREASED
Shares329 from 328
Change+1 (+0%)
Value$62.7K (+$3.3K)
Filed 2026-10-21
Bulwark Capital Corp
UNCHANGED
Shares317 from 317
Change0 (0%)
Value$60.5K (+$3.1K)
Filed 2026-10-13
SJS Investment Consulting Inc.
INCREASED
Shares307 from 224
Change+83 (+37%)
Value$58.6K (+$18.1K)
Filed 2026-10-26
Evolution Wealth Management Inc.
DECREASED
Shares286 from 690
Change-404 (-59%)
Value$54.6K (-$70.3K)
Filed 2026-10-28
Downshift Financial, LLC
INCREASED
Shares283 from 251
Change+32 (+13%)
Value$54.0K (+$8.6K)
Filed 2026-10-13
Kroeger Financial Partners
UNCHANGED
Shares279 from 279
Change0 (0%)
Value$53.2K (+$2.8K)
Filed 2026-10-19
Wilkerson Advisory Group LLC
INCREASED
Shares265 from 230
Change+35 (+15%)
Value$50.6K (+$9.0K)
Filed 2026-10-20
Financial Perspectives, Inc
UNCHANGED
Shares263 from 263
Change0 (0%)
Value$50.2K (+$2.6K)
Filed 2026-11-03
Kingdom Financial Group Llc.
DECREASED
Shares261 from 397
Change-136 (-34%)
Value$49.7K (-$22.1K)
Filed 2026-11-04
Blume Capital Management, Inc.
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$47.7K (+$2.5K)
Filed 2026-10-26
Miller Global Investments, LLC
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$47.7K (+$2.5K)
Filed 2026-10-02
Pacifica Partners Inc.
DECREASED
Shares247 from 269
Change-22 (-8%)
Value$46.5K (-$2.6K)
Filed 2026-10-09
Meriwether Wealth & Planning, LLC
NEW
Shares246
Change+246
Value$46.9K
Filed 2026-10-13
Quintet Private Bank (Europe) S.A.
UNCHANGED
Shares242 from 242
Change0 (0%)
Value$46.2K (+$2.4K)
Filed 2026-10-08
Maryland Capital Advisors Inc.
UNCHANGED
Shares241 from 241
Change0 (0%)
Value$46.0K (+$2.4K)
Filed 2026-10-15
Signature Resources Capital Management, LLC
UNCHANGED
Shares235 from 235
Change0 (0%)
Value$44.8K (+$2.3K)
Filed 2026-10-16
Aspect Partners, LLC
UNCHANGED
Shares235 from 235
Change0 (0%)
Value$44.8K (+$2.3K)
Filed 2026-10-20
RMG Wealth Management LLC
UNCHANGED
Shares230 from 230
Change0 (0%)
Value$46.3K (+$3.5K)
Filed 2026-10-26
Investors Research Corp
UNCHANGED
Shares223 from 223
Change0 (0%)
Value$42.6K (+$2.2K)
Filed 2026-10-07
Moisand Fitzgerald Tamayo, LLC
INCREASED
Shares222 from 118
Change+104 (+88%)
Value$42.4K (+$21.0K)
Filed 2026-10-15
Cedar Mountain Advisors, LLC
UNCHANGED
Shares210 from 210
Change0 (0%)
Value$40.1K (+$2.2K)
Filed 2026-10-15
Reyes Financial Architecture, Inc.
UNCHANGED
Shares206 from 206
Change0 (0%)
Value$39.3K (+$2.0K)
Filed 2026-10-22
RHL Group, LLC
UNCHANGED
Shares201 from 201
Change0 (0%)
Value$38.4K (+$2.0K)
Filed 2026-11-04
St. Johns Investment Management Company, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$38.2K (+$2.0K)
Filed 2026-10-30
Pioneer Family Office, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$38.2K (+$2.0K)
Filed 2026-10-30
Clark Wealth Partners
INCREASED
Shares199 from 181
Change+18 (+10%)
Value$38.0K (+$4.9K)
Filed 2026-10-19
Gleason Group, Inc.
INCREASED
Shares198 from 197
Change+1 (+1%)
Value$37.8K (+$2.1K)
Filed 2026-10-15
Global Trust Asset Management, LLC
UNCHANGED
Shares196 from 196
Change0 (0%)
Value$37.4K (+$1.9K)
Filed 2026-10-19
Abound Wealth Management
DECREASED
Shares191 from 192
Change-1 (-1%)
Value$36.5K (+$1.8K)
Filed 2026-10-26
Entrust Financial LLC
INCREASED
Shares187 from 170
Change+17 (+10%)
Value$35.7K (+$4.9K)
Filed 2026-11-04
High Note Wealth, LLC
INCREASED
Shares186 from 127
Change+59 (+46%)
Value$35.5K (+$12.5K)
Filed 2026-10-27
Prudent Man Investment Management, Inc.
UNCHANGED
Shares180 from 180
Change0 (0%)
Value$34.3K (+$5.5K)
Filed 2026-11-03
Arlington Trust Co LLC
INCREASED
Shares173 from 88
Change+85 (+97%)
Value$33.0K (+$17.1K)
Filed 2026-10-20
Glass Jacobson Investment Advisors llc
DECREASED
Shares172 from 245
Change-73 (-30%)
Value$32.8K (-$11.4K)
Filed 2026-10-26
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares172 from 172
Change0 (0%)
Value$32.8K (+$1.7K)
Filed 2026-10-16
Burkett Financial Services, LLC
INCREASED
Shares171 from 170
Change+1 (+1%)
Value$32.8K (+$1.9K)
Filed 2026-10-01
Concord Wealth Partners
DECREASED
Shares169 from 228
Change-59 (-26%)
Value$32.2K (-$9.0K)
Filed 2026-11-02
UMB Private Wealth Management, LLC
NEW
Shares165
Change+165
Value$31.5K
Filed 2026-10-19
Aventus Investment Advisors, Inc.
UNCHANGED
Shares160 from 160
Change0 (0%)
Value$30.5K (+$1.6K)
Filed 2026-10-09
Morton Brown Family Wealth, LLC
INCREASED
Shares157 from 79
Change+78 (+99%)
Value$29.9K (+$15.7K)
Filed 2026-10-23
Fairway Wealth LLC
NEW
Shares150
Change+150
Value$28.6K
Filed 2026-10-30
North Point Portfolio Managers Corp
NEW
Shares127
Change+127
Value$24.2K
Filed 2026-10-07
Advantage Trust Co
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$23.9K (+$1.2K)
Filed 2026-10-19
Barnes Dennig Private Wealth Management LLC
NEW
Shares123
Change+123
Value$23.5K
Filed 2026-10-30
John Boyer, Inc.
NEW
Shares123
Change+123
Value$23.4K
Filed 2026-10-27
Burk Holdings LLC
INCREASED
Shares120 from 70
Change+50 (+71%)
Value$22.9K (+$10.2K)
Filed 2026-11-05
Beacon Financial Strategies Corp
UNCHANGED
Shares119 from 119
Change0 (0%)
Value$22.7K (+$1.2K)
Filed 2026-10-14
Next Level Wealth Planning, LLC
NEW
Shares118
Change+118
Value$22.5K
Filed 2026-10-29
Hurley Capital, LLC
UNCHANGED
Shares108 from 108
Change0 (0%)
Value$20.6K (+$1.1K)
Filed 2026-11-05
Kings Path Partners LLC
UNCHANGED
Shares108 from 108
Change0 (0%)
Value$20.6K (+$1.1K)
Filed 2026-10-21
MidAtlantic Capital Management, Inc.
NEW
Shares106
Change+106
Value$20.2K
Filed 2026-11-05
First Premier Bank
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$19 (+$1)
Filed 2026-10-13
Tradewinds Capital Management, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$19.1K (+$991)
Filed 2026-10-23
Community Financial Services Group, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$18.8K (+$1.0K)
Filed 2026-10-15
CrossGen Wealth, LLC
INCREASED
Shares96 from 50
Change+46 (+92%)
Value$18.3K (+$9.3K)
Filed 2026-10-30
Tounjian Advisory Partners, LLC
DECREASED
Shares94 from 156
Change-62 (-40%)
Value$17.9K (-$10.4K)
Filed 2026-11-04
Portfolio Resources Advisor Group, Inc.
NEW
Shares83
Change+83
Value$15.8K
Filed 2026-10-20
Montgomery Financial Services LLC
INCREASED
Shares79 from 78
Change+1 (+1%)
Value$15.1K (+$891)
Filed 2026-11-03
Quaker Wealth Management, LLC
INCREASED
Shares77 from 40
Change+37 (+93%)
Value$14.7K (+$7.5K)
Filed 2026-10-22
Team Financial Group, LLC
NEW
Shares75
Change+75
Value$14.4K
Filed 2026-10-30
Richards, Merrill & Peterson, Inc.
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$14.3K (+$744)
Filed 2026-10-19
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$14.3K (+$744)
Filed 2026-10-29
Plante Moran Financial Advisors, LLC
DECREASED
Shares72 from 134
Change-62 (-46%)
Value$13.7K (-$10.5K)
Filed 2026-11-04
Creative Capital Management Investments LLC
INCREASED
Shares68 from 42
Change+26 (+62%)
Value$13.0K (+$5.4K)
Filed 2026-10-28
Maseco LLP
NEW
Shares67
Change+67
Value$12.8K
Filed 2026-10-27
Hager Investment Management Services, LLC
DECREASED
Shares61 from 73
Change-12 (-16%)
Value$11.6K (-$1.6K)
Filed 2026-11-04
StrongBox Wealth, LLC
INCREASED
Shares56 from 54
Change+2 (+4%)
Value$10.7K (+$917)
Filed 2026-11-02
Three Bridge Wealth Advisors, LLC
NEW
Shares55
Change+55
Value$10.5K
Filed 2026-11-05
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares51 from 51
Change0 (0%)
Value$9.7K (+$505)
Filed 2026-10-15
Mainstream Capital Management LLC
NEW
Shares50
Change+50
Value$9.5K
Filed 2026-10-23
DeDora Capital, Inc.
NEW
Shares50
Change+50
Value$9.5K
Filed 2026-10-26
Key Capital Management, Inc
DECREASED
Shares47 from 54
Change-7 (-13%)
Value$8.9K (-$801)
Filed 2026-11-03
1620 Investment Advisors, Inc.
UNCHANGED
Shares41 from 41
Change0 (0%)
Value$7.8K (+$407)
Filed 2026-11-04
Holos Integrated Wealth LLC
UNCHANGED
Shares39 from 39
Change0 (0%)
Value$7.8K (+$517)
Filed 2026-10-23
Alta Capital Management LLC/
NEW
Shares34
Change+34
Value$6.5K
Filed 2026-10-26
Mechanics Financial Corp
INCREASED
Shares33 from 23
Change+10 (+43%)
Value$6.3K (+$2.1K)
Filed 2026-11-05
Ashurst Perkins Coie Trust Co
NEW
Shares32
Change+32
Value$6.1K
Filed 2026-10-15
PayPay Securities Corp
DECREASED
Shares30 from 31
Change-1 (-3%)
Value$5.7K (+$117)
Filed 2026-10-27
McCarley & Cook Financial Planners
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$5.5K (+$288)
Filed 2026-10-21
Strengthening Families & Communities, LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$4.8K (+$284)
Filed 2026-10-21
Sunrise Financial Services, LLC
DECREASED
Shares22 from 47
Change-25 (-53%)
Value$4.2K (-$4.3K)
Filed 2026-10-21
Marshall & Sterling Wealth Advisors Inc.
NEW
Shares21
Change+21
Value$4.0K
Filed 2026-10-28
Security National Bank
NEW
Shares18
Change+18
Value$3.4K
Filed 2026-10-26
Nvest Wealth Strategies, Inc.
INCREASED
Shares18 from 9
Change+9 (+100%)
Value$3.4K (+$1.8K)
Filed 2026-10-14
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares16 from 839
Change-823 (-98%)
Value$3.1K (-$148.7K)
Filed 2026-10-14
Vermillion Wealth Management, Inc.
DECREASED
Shares15 from 72
Change-57 (-79%)
Value$2.8K (-$10.1K)
Filed 2026-10-26
Align Financial, LLC
NEW
Shares14
Change+14
Value$2.7K
Filed 2026-10-16
Phillip James Consulting Co.
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$2.7K (+$138)
Filed 2026-11-03
Torren Management, LLC
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$2.5K (+$132)
Filed 2026-10-29
Rachor Investment Advisory Services, LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$2.2K (+$132)
Filed 2026-10-29
Breakwater Investment Management
INCREASED
Shares10 from 3
Change+7 (+233%)
Value$1.9K (+$1.4K)
Filed 2026-10-20
CKW Financial Group
INCREASED
Shares9 from 7
Change+2 (+29%)
Value$2 (+$1)
Filed 2026-10-29
Bare Financial Services, Inc
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$1.5K (+$80)
Filed 2026-11-04
Noble Wealth Management PBC
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$1.3K (+$70)
Filed 2026-10-01
NorthAvenue LLC
DECREASED
Shares4 from 209
Change-205 (-98%)
Value$764 (-$37.1K)
Filed 2026-10-29
3 Factor Indexing, LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$764 (+$40)
Filed 2026-10-15
Hoey Investments, Inc
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$573 (+$30)
Filed 2026-10-29
Gilpin Wealth Management, LLC
NEW
Shares2
Change+2
Value$382
Filed 2026-10-09
Monetary Solutions, Ltd
NEW
Shares2
Change+2
Value$382
Filed 2026-10-22
Lockheed Martin Investment Management Co
CLOSED
Shares0 from 97,400
Change-97,400 (-100%)
Value$0 (-$17.6M)
Filed 2026-11-04
FNY Investment Advisers, LLC
CLOSED
Shares0 from 27,690
Change-27,690 (-100%)
Value$0 (-$5.0K)
Filed 2026-10-16
Arbor Capital Management Inc
CLOSED
Shares0 from 10,541
Change-10,541 (-100%)
Value$0 (-$2.0M)
Filed 2026-10-21
Oak Thistle LLC
CLOSED
Shares0 from 10,275
Change-10,275 (-100%)
Value$0 (-$1.9M)
Filed 2026-10-21
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 9,759
Change-9,759 (-100%)
Value$0 (-$1.8M)
Filed 2026-11-03
Wellington Shields & Co., LLC
CLOSED
Shares0 from 7,132
Change-7,132 (-100%)
Value$0 (-$1.3M)
Filed 2026-11-03
FDx Advisors, Inc.
CLOSED
Shares0 from 6,678
Change-6,678 (-100%)
Value$0 (-$1.2M)
Filed 2026-11-05
Brick & Kyle, Associates
CLOSED
Shares0 from 6,357
Change-6,357 (-100%)
Value$0 (-$1.1M)
Filed 2026-11-05
Wakefield Asset Management Lllp
CLOSED
Shares0 from 4,159
Change-4,159 (-100%)
Value$0 (-$752.7K)
Filed 2026-11-05
Cynosure Group, LLC
CLOSED
Shares0 from 3,836
Change-3,836 (-100%)
Value$0 (-$694.0K)
Filed 2026-11-03
Johnson Financial Group, LLC
CLOSED
Shares0 from 3,698
Change-3,698 (-100%)
Value$0 (-$669.0K)
Filed 2026-11-03
T3 Companies, LLC
CLOSED
Shares0 from 3,298
Change-3,298 (-100%)
Value$0 (-$596.6K)
Filed 2026-10-22
GF Fund Management Co. Ltd.
CLOSED
Shares0 from 3,079
Change-3,079 (-100%)
Value$0 (-$557.0K)
Filed 2026-10-26
Wealthcare Capital Management LLC
CLOSED
Shares0 from 2,309
Change-2,309 (-100%)
Value$0 (-$417.7K)
Filed 2026-10-21
OMC Financial Services LTD
CLOSED
Shares0 from 2,131
Change-2,131 (-100%)
Value$0 (-$385.5K)
Filed 2026-10-19
One Wealth Capital Management, LLC
CLOSED
Shares0 from 2,042
Change-2,042 (-100%)
Value$0 (-$369.4K)
Filed 2026-10-23
Stenger Family Office, LLC
CLOSED
Shares0 from 1,805
Change-1,805 (-100%)
Value$0 (-$203.2K)
Filed 2026-10-22
Montgomery Investment Management Inc
CLOSED
Shares0 from 1,739
Change-1,739 (-100%)
Value$0 (-$314.6K)
Filed 2026-10-26
Convergence Financial, LLC
CLOSED
Shares0 from 1,709
Change-1,709 (-100%)
Value$0 (-$309.2K)
Filed 2026-10-27
Waycross Partners, LLC
CLOSED
Shares0 from 1,619
Change-1,619 (-100%)
Value$0 (-$292.9K)
Filed 2026-11-03
Investment House LLC
CLOSED
Shares0 from 1,519
Change-1,519 (-100%)
Value$0 (-$274.9K)
Filed 2026-10-21
Simplify Asset Management Inc.
CLOSED
Shares0 from 1,489
Change-1,489 (-100%)
Value$0 (-$269.4K)
Filed 2026-10-27
Arlington Partners LLC
CLOSED
Shares0 from 1,454
Change-1,454 (-100%)
Value$0 (-$263.0K)
Filed 2026-10-20
Providence First Trust Co
CLOSED
Shares0 from 1,361
Change-1,361 (-100%)
Value$0 (-$246.2K)
Filed 2026-11-02
Walled Lake Planning & Wealth Management, LLC
CLOSED
Shares0 from 1,269
Change-1,269 (-100%)
Value$0 (-$229.6K)
Filed 2026-10-29
Sulzberger Capital Advisors, Inc.
CLOSED
Shares0 from 1,200
Change-1,200 (-100%)
Value$0 (-$217.1K)
Filed 2026-10-20
Essex LLC
CLOSED
Shares0 from 1,200
Change-1,200 (-100%)
Value$0 (-$217.1K)
Filed 2026-10-14
Saxon Interests, Inc.
CLOSED
Shares0 from 1,169
Change-1,169 (-100%)
Value$0 (-$211.5K)
Filed 2026-10-26
Financial Synergies Wealth Advisors, Inc.
CLOSED
Shares0 from 1,125
Change-1,125 (-100%)
Value$0 (-$203.6K)
Filed 2026-10-16
Heritage OAK Wealth Advisors LLC
CLOSED
Shares0 from 1,123
Change-1,123 (-100%)
Value$0 (-$204.8K)
Filed 2026-10-14
Financial Management Network Inc
CLOSED
Shares0 from 1,037
Change-1,037 (-100%)
Value$0 (-$200.0K)
Filed 2026-10-09
Stone House Investment Management, LLC
CLOSED
Shares0 from 784
Change-784 (-100%)
Value$0 (-$141.8K)
Filed 2026-10-23
Gill Capital Partners, LLC
CLOSED
Shares0 from 521
Change-521 (-100%)
Value$0 (-$94.3K)
Filed 2026-10-13
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 410
Change-410 (-100%)
Value$0 (-$74.2K)
Filed 2026-10-29
Founders Capital Management
CLOSED
Shares0 from 379
Change-379 (-100%)
Value$0 (-$68.6K)
Filed 2026-10-13
Ball & Co Wealth Management Inc.
CLOSED
Shares0 from 324
Change-324 (-100%)
Value$0 (-$58)
Filed 2026-11-05
Atlatl Advisers LLC
CLOSED
Shares0 from 234
Change-234 (-100%)
Value$0 (-$42.3K)
Filed 2026-10-22
LifeSteps Financial, Inc.
CLOSED
Shares0 from 216
Change-216 (-100%)
Value$0 (-$39.1K)
Filed 2026-10-15
Whipplewood Advisors, LLC
CLOSED
Shares0 from 212
Change-212 (-100%)
Value$0 (-$38.4K)
Filed 2026-10-20
Robinswood Financial LLC
CLOSED
Shares0 from 173
Change-173 (-100%)
Value$0 (-$31.4K)
Filed 2026-10-20
Financially Speaking Inc
CLOSED
Shares0 from 85
Change-85 (-100%)
Value$0 (-$14.1K)
Filed 2026-11-05
Obsidian CIO, LLC
CLOSED
Shares0 from 54
Change-54 (-100%)
Value$0 (-$9.8K)
Filed 2026-11-05
Y.D. More Investments Ltd
CLOSED
Shares0 from 38
Change-38 (-100%)
Value$0 (-$6.9K)
Filed 2026-11-02
United Financial Planning Group LLC
CLOSED
Shares0 from 34
Change-34 (-100%)
Value$0 (-$6.2K)
Filed 2026-11-04
MJT & Associates Financial Advisory Group, Inc.
CLOSED
Shares0 from 20
Change-20 (-100%)
Value$0 (-$3.6K)
Filed 2026-10-07
Hara Capital LLC
CLOSED
Shares0 from 15
Change-15 (-100%)
Value$0 (-$2.7K)
Filed 2026-10-30
Halbert Hargrove Global Advisors, LLC
CLOSED
Shares0 from 14
Change-14 (-100%)
Value$0 (-$2.6K)
Filed 2026-10-16
Trifecta Capital Advisors, LLC
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 (-$1.1K)
Filed 2026-10-21
Navigoe, LLC
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 ($0)
Filed 2026-11-04
Mascoma Wealth Management LLC
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$905)
Filed 2026-10-23
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$259.9K (+$55.5K)
Filed 2026-10-29
Capital World Investors
N/A
Shares— from 133,152,391
Change-133,152,391 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 108,039,522
Change-108,039,522 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 101,785,557
Change-101,785,557 (-100%)
Value—
Capital Research Global Investors
N/A
Shares— from 84,253,663
Change-84,253,663 (-100%)
Value—
Capital International Investors
N/A
Shares— from 72,252,261
Change-72,252,261 (-100%)
Value—
State Street Corp
N/A
Shares— from 55,569,994
Change-55,569,994 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 48,189,101
Change-48,189,101 (-100%)
Value—
FMR LLC
N/A
Shares— from 46,521,326
Change-46,521,326 (-100%)
Value—
GQG Partners LLC
N/A
Shares— from 45,436,985
Change-45,436,985 (-100%)
Value—
Geode Capital Management, LLC
N/A
Shares— from 39,038,598
Change-39,038,598 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 30,281,680
Change-30,281,680 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 25,493,502
Change-25,493,502 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 19,334,764
Change-19,334,764 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 19,224,752
Change-19,224,752 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 17,506,171
Change-17,506,171 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 16,998,878
Change-16,998,878 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 16,080,112
Change-16,080,112 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 13,974,918
Change-13,974,918 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 13,649,748
Change-13,649,748 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 10,966,757
Change-10,966,757 (-100%)
Value—
WCM Investment Management, LLC
N/A
Shares— from 10,304,779
Change-10,304,779 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 9,997,897
Change-9,997,897 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 8,892,464
Change-8,892,464 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 8,751,713
Change-8,751,713 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 8,650,407
Change-8,650,407 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 8,573,094
Change-8,573,094 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 7,275,170
Change-7,275,170 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 6,989,904
Change-6,989,904 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 6,298,243
Change-6,298,243 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 6,216,401
Change-6,216,401 (-100%)
Value—
Boston Partners
N/A
Shares— from 6,099,688
Change-6,099,688 (-100%)
Value—
First Eagle Investment Management, LLC
N/A
Shares— from 5,925,468
Change-5,925,468 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 5,462,045
Change-5,462,045 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 4,671,114
Change-4,671,114 (-100%)
Value—
Gardner Russo & Quinn LLC
N/A
Shares— from 4,530,846
Change-4,530,846 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 4,395,900
Change-4,395,900 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 4,015,688
Change-4,015,688 (-100%)
Value—
National Pension Service
N/A
Shares— from 3,732,937
Change-3,732,937 (-100%)
Value—
UBS Group AG
N/A
Shares— from 3,694,323
Change-3,694,323 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 3,608,108
Change-3,608,108 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 3,358,713
Change-3,358,713 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 3,214,333
Change-3,214,333 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 2,919,665
Change-2,919,665 (-100%)
Value—
Fundsmith LLP
N/A
Shares— from 2,913,693
Change-2,913,693 (-100%)
Value—
Barclays PLC
N/A
Shares— from 2,863,635
Change-2,863,635 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 2,835,056
Change-2,835,056 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 2,788,685
Change-2,788,685 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 2,782,376
Change-2,782,376 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 2,766,833
Change-2,766,833 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 2,656,665
Change-2,656,665 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 2,606,739
Change-2,606,739 (-100%)
Value—
Independent Franchise Partners LLP
N/A
Shares— from 2,578,328
Change-2,578,328 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 2,517,931
Change-2,517,931 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 2,447,712
Change-2,447,712 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 2,229,751
Change-2,229,751 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 1,977,294
Change-1,977,294 (-100%)
Value—
Baillie Gifford & Co
N/A
Shares— from 1,957,455
Change-1,957,455 (-100%)
Value—
London Co of Virginia
N/A
Shares— from 1,951,756
Change-1,951,756 (-100%)
Value—
Capital International, Inc.
N/A
Shares— from 1,935,959
Change-1,935,959 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 1,780,503
Change-1,780,503 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 1,769,286
Change-1,769,286 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 1,667,500
Change-1,667,500 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 1,608,480
Change-1,608,480 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 1,596,423
Change-1,596,423 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 1,588,008
Change-1,588,008 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 1,572,589
Change-1,572,589 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 1,473,678
Change-1,473,678 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 1,461,558
Change-1,461,558 (-100%)
Value—
Maverick Capital LTD
N/A
Shares— from 1,457,059
Change-1,457,059 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 1,434,462
Change-1,434,462 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 1,389,954
Change-1,389,954 (-100%)
Value—
Lord, Abbett & Co. LLC
N/A
Shares— from 1,356,811
Change-1,356,811 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 1,334,661
Change-1,334,661 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 1,278,271
Change-1,278,271 (-100%)
Value—
Alyeska Investment Group, L.P.
N/A
Shares— from 1,248,345
Change-1,248,345 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 1,218,969
Change-1,218,969 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 1,213,109
Change-1,213,109 (-100%)
Value—
Cullen Capital Management, LLC
N/A
Shares— from 1,197,637
Change-1,197,637 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 1,190,174
Change-1,190,174 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 1,179,595
Change-1,179,595 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 1,156,247
Change-1,156,247 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 1,141,789
Change-1,141,789 (-100%)
Value—
Amundi
N/A
Shares— from 1,063,294
Change-1,063,294 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,036,386
Change-1,036,386 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 1,015,701
Change-1,015,701 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 1,011,377
Change-1,011,377 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 1,010,596
Change-1,010,596 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 980,986
Change-980,986 (-100%)
Value—
Fundsmith Investment Services Ltd.
N/A
Shares— from 944,396
Change-944,396 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 935,118
Change-935,118 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 900,862
Change-900,862 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 900,078
Change-900,078 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 885,074
Change-885,074 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 863,521
Change-863,521 (-100%)
Value—
Eurizon Capital SGR S.p.A.
N/A
Shares— from 862,700
Change-862,700 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 831,420
Change-831,420 (-100%)
Value—
Primecap Management Co
N/A
Shares— from 824,000
Change-824,000 (-100%)
Value—
Ilex Capital Partners (UK) LLP
N/A
Shares— from 804,943
Change-804,943 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 795,471
Change-795,471 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 775,917
Change-775,917 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 766,337
Change-766,337 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 762,123
Change-762,123 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 720,819
Change-720,819 (-100%)
Value—
Crawford Investment Counsel Inc
N/A
Shares— from 719,679
Change-719,679 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 712,231
Change-712,231 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 711,213
Change-711,213 (-100%)
Value—
Capital International Sarl
N/A
Shares— from 708,449
Change-708,449 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 708,365
Change-708,365 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 703,522
Change-703,522 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 700,726
Change-700,726 (-100%)
Value—
Holocene Advisors, LP
N/A
Shares— from 697,816
Change-697,816 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 695,011
Change-695,011 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 680,798
Change-680,798 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 674,460
Change-674,460 (-100%)
Value—
Capitolis Liquid Global Markets LLC
N/A
Shares— from 673,190
Change-673,190 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 664,999
Change-664,999 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 664,288
Change-664,288 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 663,183
Change-663,183 (-100%)
Value—
Aberdeen Group plc
N/A
Shares— from 650,939
Change-650,939 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 636,023
Change-636,023 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 619,899
Change-619,899 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 609,606
Change-609,606 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 606,702
Change-606,702 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 593,810
Change-593,810 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 593,479
Change-593,479 (-100%)
Value—
Employees Retirement System of Texas
N/A
Shares— from 566,479
Change-566,479 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 563,361
Change-563,361 (-100%)
Value—
Zurich Insurance Group Ltd
N/A
Shares— from 552,824
Change-552,824 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 550,231
Change-550,231 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 549,782
Change-549,782 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 516,097
Change-516,097 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 504,103
Change-504,103 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 502,556
Change-502,556 (-100%)
Value—
Gladstone Capital Management LLP
N/A
Shares— from 501,070
Change-501,070 (-100%)
Value—
Natixis
N/A
Shares— from 498,357
Change-498,357 (-100%)
Value—
ING Groep NV
N/A
Shares— from 495,926
Change-495,926 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 485,349
Change-485,349 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 484,730
Change-484,730 (-100%)
Value—
Epoch Investment Partners, Inc.
N/A
Shares— from 477,291
Change-477,291 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 448,328
Change-448,328 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 431,178
Change-431,178 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 429,078
Change-429,078 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 412,658
Change-412,658 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 412,485
Change-412,485 (-100%)
Value—
Susquehanna Portfolio Strategies, LLC
N/A
Shares— from 403,387
Change-403,387 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 397,218
Change-397,218 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 394,354
Change-394,354 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 393,439
Change-393,439 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 391,260
Change-391,260 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 389,623
Change-389,623 (-100%)
Value—
Allianz SE
N/A
Shares— from 379,569
Change-379,569 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 364,845
Change-364,845 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 356,579
Change-356,579 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 344,350
Change-344,350 (-100%)
Value—
Newport Trust Company, LLC
N/A
Shares— from 340,504
Change-340,504 (-100%)
Value—
Freestone Grove Partners LP
N/A
Shares— from 338,600
Change-338,600 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 337,888
Change-337,888 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 332,499
Change-332,499 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 313,571
Change-313,571 (-100%)
Value—
Bronte Capital Management Pty Ltd.
N/A
Shares— from 300,176
Change-300,176 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 299,250
Change-299,250 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 296,532
Change-296,532 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 294,614
Change-294,614 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 285,911
Change-285,911 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 284,702
Change-284,702 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 276,676
Change-276,676 (-100%)
Value—
Blair William & Co
N/A
Shares— from 269,614
Change-269,614 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 266,459
Change-266,459 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 256,776
Change-256,776 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 252,107
Change-252,107 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 246,221
Change-246,221 (-100%)
Value—
Varma Mutual Pension Insurance Co
N/A
Shares— from 242,800
Change-242,800 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 236,780
Change-236,780 (-100%)
Value—
Mediolanum International Funds Ltd
N/A
Shares— from 234,601
Change-234,601 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 233,811
Change-233,811 (-100%)
Value—
Commerce Bank
N/A
Shares— from 233,517
Change-233,517 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 233,511
Change-233,511 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 230,186
Change-230,186 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 228,878
Change-228,878 (-100%)
Value—
T. Rowe Price Investment Management, Inc.
N/A
Shares— from 223,561
Change-223,561 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 217,320
Change-217,320 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 216,839
Change-216,839 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 212,945
Change-212,945 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 210,718
Change-210,718 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 205,344
Change-205,344 (-100%)
Value—
Auxier Asset Management LLC
N/A
Shares— from 203,750
Change-203,750 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 202,880
Change-202,880 (-100%)
Value—
Dash Acquisitions Inc.
N/A
Shares— from 200,135
Change-200,135 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 199,629
Change-199,629 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 197,591
Change-197,591 (-100%)
Value—
Trajan Wealth LLC
N/A
Shares— from 194,058
Change-194,058 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 193,372
Change-193,372 (-100%)
Value—
&partners
N/A
Shares— from 192,773
Change-192,773 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 190,105
Change-190,105 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 187,694
Change-187,694 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 186,380
Change-186,380 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 185,306
Change-185,306 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 180,993
Change-180,993 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 178,593
Change-178,593 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 178,201
Change-178,201 (-100%)
Value—
RBO & Co LLC
N/A
Shares— from 178,124
Change-178,124 (-100%)
Value—
Night Squared LP
N/A
Shares— from 177,493
Change-177,493 (-100%)
Value—
NS Partners Ltd
N/A
Shares— from 176,470
Change-176,470 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 171,005
Change-171,005 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 166,490
Change-166,490 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 163,197
Change-163,197 (-100%)
Value—
Alley Investment Management Company, LLC
N/A
Shares— from 161,567
Change-161,567 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 159,946
Change-159,946 (-100%)
Value—
First Long Island Investors, LLC
N/A
Shares— from 159,442
Change-159,442 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 159,217
Change-159,217 (-100%)
Value—
ProVise Management Group, LLC
N/A
Shares— from 158,459
Change-158,459 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 156,125
Change-156,125 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 154,005
Change-154,005 (-100%)
Value—
Cornerstone Advisors, LLC
N/A
Shares— from 152,329
Change-152,329 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 148,544
Change-148,544 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 147,111
Change-147,111 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 146,159
Change-146,159 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 145,674
Change-145,674 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 145,587
Change-145,587 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 143,618
Change-143,618 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 139,470
Change-139,470 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 139,224
Change-139,224 (-100%)
Value—
Allstate Corp
N/A
Shares— from 137,388
Change-137,388 (-100%)
Value—
Dana Investment Advisors, Inc.
N/A
Shares— from 135,943
Change-135,943 (-100%)
Value—
Parkwood LLC
N/A
Shares— from 131,711
Change-131,711 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 130,331
Change-130,331 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 129,187
Change-129,187 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 127,519
Change-127,519 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 124,278
Change-124,278 (-100%)
Value—
Huber Capital Management LLC
N/A
Shares— from 124,214
Change-124,214 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 122,309
Change-122,309 (-100%)
Value—
Great Lakes Advisors, LLC
N/A
Shares— from 122,126
Change-122,126 (-100%)
Value—
Advisory Research Inc
N/A
Shares— from 122,120
Change-122,120 (-100%)
Value—
Mizuho Securities USA LLC
N/A
Shares— from 122,017
Change-122,017 (-100%)
Value—
Nykredit A/S
N/A
Shares— from 121,802
Change-121,802 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 119,806
Change-119,806 (-100%)
Value—
Artisan Partners Limited Partnership
N/A
Shares— from 119,528
Change-119,528 (-100%)
Value—
AR Asset Management Inc
N/A
Shares— from 118,751
Change-118,751 (-100%)
Value—
Empire Life Investments Inc.
N/A
Shares— from 118,246
Change-118,246 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 114,031
Change-114,031 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 113,927
Change-113,927 (-100%)
Value—
Soros Fund Management LLC
N/A
Shares— from 112,294
Change-112,294 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 108,887
Change-108,887 (-100%)
Value—
Lighthouse Investment Partners, LLC
N/A
Shares— from 108,082
Change-108,082 (-100%)
Value—
Staley Capital Advisers Inc
N/A
Shares— from 107,955
Change-107,955 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 107,561
Change-107,561 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 103,415
Change-103,415 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 102,997
Change-102,997 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 102,024
Change-102,024 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 101,495
Change-101,495 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 101,276
Change-101,276 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 99,998
Change-99,998 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 99,411
Change-99,411 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 98,743
Change-98,743 (-100%)
Value—
Kentucky Retirement Systems
N/A
Shares— from 98,358
Change-98,358 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 98,264
Change-98,264 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 95,077
Change-95,077 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 94,871
Change-94,871 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 94,725
Change-94,725 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 94,005
Change-94,005 (-100%)
Value—
Opal Capital LLC
N/A
Shares— from 92,278
Change-92,278 (-100%)
Value—
FIL Ltd
N/A
Shares— from 91,995
Change-91,995 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 91,182
Change-91,182 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 91,164
Change-91,164 (-100%)
Value—
Titan Investment Solutions Ltd
N/A
Shares— from 90,285
Change-90,285 (-100%)
Value—
Barrow Hanley Mewhinney & Strauss LLC
N/A
Shares— from 88,992
Change-88,992 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 88,956
Change-88,956 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 88,946
Change-88,946 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 87,382
Change-87,382 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 86,892
Change-86,892 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 86,444
Change-86,444 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 85,694
Change-85,694 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 85,543
Change-85,543 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 84,074
Change-84,074 (-100%)
Value—
Hirtle & Co., LLC
N/A
Shares— from 81,778
Change-81,778 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 80,494
Change-80,494 (-100%)
Value—
Epacria Capital Partners, LLC
N/A
Shares— from 77,767
Change-77,767 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 77,746
Change-77,746 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 75,537
Change-75,537 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 74,270
Change-74,270 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 73,275
Change-73,275 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 72,912
Change-72,912 (-100%)
Value—
Hutner Capital Management Inc
N/A
Shares— from 71,834
Change-71,834 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 70,374
Change-70,374 (-100%)
Value—
Ruffer LLP
N/A
Shares— from 70,063
Change-70,063 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 69,913
Change-69,913 (-100%)
Value—
Carlson Capital, L.P.
N/A
Shares— from 69,538
Change-69,538 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 69,525
Change-69,525 (-100%)
Value—
Amica Mutual Insurance Co
N/A
Shares— from 64,427
Change-64,427 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 63,776
Change-63,776 (-100%)
Value—
Cedar Wealth Management, LLC
N/A
Shares— from 63,646
Change-63,646 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 63,645
Change-63,645 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 63,422
Change-63,422 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 63,269
Change-63,269 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 61,672
Change-61,672 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 61,292
Change-61,292 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 61,281
Change-61,281 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 61,003
Change-61,003 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 60,970
Change-60,970 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 60,885
Change-60,885 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 60,585
Change-60,585 (-100%)
Value—
Arrow Capital Management, LLC
N/A
Shares— from 60,422
Change-60,422 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 60,270
Change-60,270 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 59,679
Change-59,679 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 59,489
Change-59,489 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 59,255
Change-59,255 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 58,522
Change-58,522 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 57,562
Change-57,562 (-100%)
Value—
Aviva PLC
N/A
Shares— from 56,915
Change-56,915 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 56,649
Change-56,649 (-100%)
Value—
Algert Global LLC
N/A
Shares— from 56,471
Change-56,471 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 56,025
Change-56,025 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 55,535
Change-55,535 (-100%)
Value—
Canada Post Corp Registered Pension Plan
N/A
Shares— from 54,615
Change-54,615 (-100%)
Value—
Empirical Finance, LLC
N/A
Shares— from 53,848
Change-53,848 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 52,880
Change-52,880 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 50,968
Change-50,968 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 50,883
Change-50,883 (-100%)
Value—
Triavera Capital LLC
N/A
Shares— from 49,986
Change-49,986 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 49,457
Change-49,457 (-100%)
Value—
Vigil Wealth Management, LLC
N/A
Shares— from 48,893
Change-48,893 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 48,708
Change-48,708 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 47,617
Change-47,617 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 47,439
Change-47,439 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 46,955
Change-46,955 (-100%)
Value—
Mufg Securities Americas Inc.
N/A
Shares— from 46,942
Change-46,942 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 46,735
Change-46,735 (-100%)
Value—
Aurdan Capital Management, LLC
N/A
Shares— from 46,637
Change-46,637 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 45,003
Change-45,003 (-100%)
Value—
Papamarkou Wellner Asset Management inc.
N/A
Shares— from 44,652
Change-44,652 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 44,291
Change-44,291 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 44,271
Change-44,271 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 44,002
Change-44,002 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 43,913
Change-43,913 (-100%)
Value—
R.H. Investment Group, LLC
N/A
Shares— from 43,854
Change-43,854 (-100%)
Value—
Stephens Inc
N/A
Shares— from 43,519
Change-43,519 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 43,282
Change-43,282 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 43,102
Change-43,102 (-100%)
Value—
Cloverfields Capital Group, LP
N/A
Shares— from 42,972
Change-42,972 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 42,887
Change-42,887 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 42,577
Change-42,577 (-100%)
Value—
Beacon Harbor Wealth Advisors, Inc.
N/A
Shares— from 42,555
Change-42,555 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 42,157
Change-42,157 (-100%)
Value—
Cumberland Partners Ltd
N/A
Shares— from 41,960
Change-41,960 (-100%)
Value—
Stansberry Asset Management, LLC
N/A
Shares— from 41,865
Change-41,865 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 41,589
Change-41,589 (-100%)
Value—
Brentview Investment Management LLC
N/A
Shares— from 41,545
Change-41,545 (-100%)
Value—
Zions Bancorporation, National Association
N/A
Shares— from 41,457
Change-41,457 (-100%)
Value—
Securian Asset Management, Inc
N/A
Shares— from 41,373
Change-41,373 (-100%)
Value—
Kentucky Retirement Systems Insurance Trust Fund
N/A
Shares— from 40,817
Change-40,817 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 40,645
Change-40,645 (-100%)
Value—
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A
Shares— from 40,308
Change-40,308 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 39,416
Change-39,416 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 39,243
Change-39,243 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 38,989
Change-38,989 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 38,872
Change-38,872 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 38,513
Change-38,513 (-100%)
Value—
Fred Alger Management, LLC
N/A
Shares— from 38,233
Change-38,233 (-100%)
Value—
Fi3 Financial Advisors, LLC
N/A
Shares— from 38,097
Change-38,097 (-100%)
Value—
Hotchkis & Wiley Capital Management LLC
N/A
Shares— from 38,060
Change-38,060 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 38,032
Change-38,032 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 37,903
Change-37,903 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 37,856
Change-37,856 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 37,259
Change-37,259 (-100%)
Value—
Capital International LTD
N/A
Shares— from 37,218
Change-37,218 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 36,970
Change-36,970 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 36,929
Change-36,929 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 36,475
Change-36,475 (-100%)
Value—
Vinva Investment Management Ltd
N/A
Shares— from 36,448
Change-36,448 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 36,408
Change-36,408 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 36,405
Change-36,405 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 36,221
Change-36,221 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 36,105
Change-36,105 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 35,687
Change-35,687 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 35,006
Change-35,006 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 34,678
Change-34,678 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 34,362
Change-34,362 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 33,752
Change-33,752 (-100%)
Value—
Windward Capital Management Co
N/A
Shares— from 33,055
Change-33,055 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 33,050
Change-33,050 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 32,339
Change-32,339 (-100%)
Value—
Morton Community Bank
N/A
Shares— from 31,946
Change-31,946 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 31,853
Change-31,853 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 31,772
Change-31,772 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 31,676
Change-31,676 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 31,669
Change-31,669 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 31,564
Change-31,564 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 31,526
Change-31,526 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 31,288
Change-31,288 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 31,031
Change-31,031 (-100%)
Value—
Slagle Financial, LLC
N/A
Shares— from 30,882
Change-30,882 (-100%)
Value—
Brandywine Trust Co
N/A
Shares— from 30,814
Change-30,814 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 30,585
Change-30,585 (-100%)
Value—
Kinloch Capital, LLC
N/A
Shares— from 30,430
Change-30,430 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 30,291
Change-30,291 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 30,289
Change-30,289 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 30,272
Change-30,272 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 30,227
Change-30,227 (-100%)
Value—
Morgan Dempsey Capital Management LLC
N/A
Shares— from 30,150
Change-30,150 (-100%)
Value—
Hayek Kallen Investment Management
N/A
Shares— from 29,900
Change-29,900 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 29,706
Change-29,706 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 29,546
Change-29,546 (-100%)
Value—
Cantor Fitzgerald, L. P.
N/A
Shares— from 28,966
Change-28,966 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 28,685
Change-28,685 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 28,099
Change-28,099 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 27,966
Change-27,966 (-100%)
Value—
Morningstar Investment Management LLC
N/A
Shares— from 27,918
Change-27,918 (-100%)
Value—
Elwood Capital Partners LP
N/A
Shares— from 27,761
Change-27,761 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 27,604
Change-27,604 (-100%)
Value—
Intrepid Capital Management Inc
N/A
Shares— from 27,369
Change-27,369 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 27,151
Change-27,151 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 27,090
Change-27,090 (-100%)
Value—
Abacus FCF Advisors LLC
N/A
Shares— from 27,068
Change-27,068 (-100%)
Value—
Concentric Capital Strategies, LP
N/A
Shares— from 26,934
Change-26,934 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 26,563
Change-26,563 (-100%)
Value—
P.A.W. Capital Corp
N/A
Shares— from 26,310
Change-26,310 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 26,172
Change-26,172 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 26,075
Change-26,075 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 25,802
Change-25,802 (-100%)
Value—
Voya Financial Advisors, Inc.
N/A
Shares— from 25,774
Change-25,774 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 25,701
Change-25,701 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 25,672
Change-25,672 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 25,219
Change-25,219 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 25,154
Change-25,154 (-100%)
Value—
Kentucky Farm Bureau Mutual Insurance Co
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
DCM Advisors, LLC
N/A
Shares— from 24,994
Change-24,994 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 24,910
Change-24,910 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 24,836
Change-24,836 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 24,736
Change-24,736 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 24,642
Change-24,642 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 24,521
Change-24,521 (-100%)
Value—
Broyhill Asset Management, LLC
N/A
Shares— from 24,519
Change-24,519 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 24,301
Change-24,301 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 24,164
Change-24,164 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 23,838
Change-23,838 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 23,733
Change-23,733 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 23,638
Change-23,638 (-100%)
Value—
Railway Pension Investments Ltd
N/A
Shares— from 23,040
Change-23,040 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 22,899
Change-22,899 (-100%)
Value—
SWP Investment Management LLC
N/A
Shares— from 22,755
Change-22,755 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 22,726
Change-22,726 (-100%)
Value—
Twin City Private Wealth, LLC
N/A
Shares— from 22,651
Change-22,651 (-100%)
Value—
Mount Capital Ltd
N/A
Shares— from 22,547
Change-22,547 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 22,363
Change-22,363 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 22,292
Change-22,292 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 22,036
Change-22,036 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 22,026
Change-22,026 (-100%)
Value—
Doheny Asset Management
N/A
Shares— from 21,939
Change-21,939 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 21,896
Change-21,896 (-100%)
Value—
Meiji Yasuda Life Insurance Co
N/A
Shares— from 21,882
Change-21,882 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 21,730
Change-21,730 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 21,623
Change-21,623 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 21,244
Change-21,244 (-100%)
Value—
Longaeva Partners L.P.
N/A
Shares— from 21,153
Change-21,153 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 21,001
Change-21,001 (-100%)
Value—
Reyl & Cie S.A.
N/A
Shares— from 20,942
Change-20,942 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 20,941
Change-20,941 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 20,668
Change-20,668 (-100%)
Value—
Hartford Funds Management Co LLC
N/A
Shares— from 20,646
Change-20,646 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 20,546
Change-20,546 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 20,502
Change-20,502 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 20,427
Change-20,427 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 20,383
Change-20,383 (-100%)
Value—
DoubleLine ETF Adviser LP
N/A
Shares— from 20,258
Change-20,258 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 20,119
Change-20,119 (-100%)
Value—
44 Wealth Management LLC
N/A
Shares— from 19,904
Change-19,904 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 19,624
Change-19,624 (-100%)
Value—
South Dakota Investment Council
N/A
Shares— from 19,620
Change-19,620 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 19,311
Change-19,311 (-100%)
Value—
Taikang Asset Management (Hong Kong) Co Ltd
N/A
Shares— from 18,910
Change-18,910 (-100%)
Value—
X-Square Capital, LLC
N/A
Shares— from 18,412
Change-18,412 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 18,340
Change-18,340 (-100%)
Value—
Kavar Capital Partners Group, LLC
N/A
Shares— from 18,339
Change-18,339 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 18,232
Change-18,232 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 18,205
Change-18,205 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 18,053
Change-18,053 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 17,986
Change-17,986 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 17,948
Change-17,948 (-100%)
Value—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A
Shares— from 17,741
Change-17,741 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 17,717
Change-17,717 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 17,696
Change-17,696 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 17,680
Change-17,680 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 17,557
Change-17,557 (-100%)
Value—
Fortune Financial Advisors, LLC
N/A
Shares— from 17,555
Change-17,555 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 17,528
Change-17,528 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 17,510
Change-17,510 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 17,468
Change-17,468 (-100%)
Value—
Taylor Hoffman Capital Management LLC
N/A
Shares— from 17,406
Change-17,406 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 17,324
Change-17,324 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 17,088
Change-17,088 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 17,084
Change-17,084 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 16,796
Change-16,796 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 16,729
Change-16,729 (-100%)
Value—
Dodge & COX
N/A
Shares— from 16,500
Change-16,500 (-100%)
Value—
Divisadero Street Capital Management, LP
N/A
Shares— from 16,452
Change-16,452 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 16,423
Change-16,423 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 16,028
Change-16,028 (-100%)
Value—
Alaethes Wealth, LLC
N/A
Shares— from 15,984
Change-15,984 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 15,954
Change-15,954 (-100%)
Value—
Accretive Wealth Partners, LLC
N/A
Shares— from 15,864
Change-15,864 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 15,820
Change-15,820 (-100%)
Value—
Park Circle Co
N/A
Shares— from 15,745
Change-15,745 (-100%)
Value—
Catalyst Financial Partners LLC
N/A
Shares— from 15,712
Change-15,712 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 15,546
Change-15,546 (-100%)
Value—
Personal CFO Solutions, LLC
N/A
Shares— from 15,533
Change-15,533 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 15,470
Change-15,470 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 15,439
Change-15,439 (-100%)
Value—
Man Group plc
N/A
Shares— from 15,422
Change-15,422 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 15,162
Change-15,162 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 15,096
Change-15,096 (-100%)
Value—
Hodges Capital Management Inc.
N/A
Shares— from 14,950
Change-14,950 (-100%)
Value—
Cypress Capital Management LLC (WY)
N/A
Shares— from 14,913
Change-14,913 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 14,781
Change-14,781 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 14,653
Change-14,653 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 14,595
Change-14,595 (-100%)
Value—
Denali Advisors LLC
N/A
Shares— from 14,480
Change-14,480 (-100%)
Value—
BW Gestao de Investimentos Ltda.
N/A
Shares— from 14,350
Change-14,350 (-100%)
Value—
Mainstay Capital Management LLC
N/A
Shares— from 14,290
Change-14,290 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 14,253
Change-14,253 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 14,248
Change-14,248 (-100%)
Value—
Tandem Financial, LLC
N/A
Shares— from 14,238
Change-14,238 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 14,202
Change-14,202 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 14,162
Change-14,162 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 14,132
Change-14,132 (-100%)
Value—
RNC Capital Management LLC
N/A
Shares— from 13,910
Change-13,910 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 13,904
Change-13,904 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 13,842
Change-13,842 (-100%)
Value—
Fairfield, Bush & Co.
N/A
Shares— from 13,672
Change-13,672 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 13,520
Change-13,520 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 13,486
Change-13,486 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 13,448
Change-13,448 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 13,417
Change-13,417 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 13,337
Change-13,337 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 13,164
Change-13,164 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 13,155
Change-13,155 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 13,102
Change-13,102 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 13,063
Change-13,063 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 13,019
Change-13,019 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 13,019
Change-13,019 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 13,009
Change-13,009 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 12,705
Change-12,705 (-100%)
Value—
Beaton Management Co. Inc.
N/A
Shares— from 12,700
Change-12,700 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 12,545
Change-12,545 (-100%)
Value—
Callahan Advisors, LLC
N/A
Shares— from 12,525
Change-12,525 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 12,453
Change-12,453 (-100%)
Value—
Tevis Investment Management
N/A
Shares— from 12,320
Change-12,320 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 12,083
Change-12,083 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 11,954
Change-11,954 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 11,930
Change-11,930 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 11,928
Change-11,928 (-100%)
Value—
Palisade Capital Management, LP
N/A
Shares— from 11,773
Change-11,773 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 11,717
Change-11,717 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 11,593
Change-11,593 (-100%)
Value—
Keystone Financial Services
N/A
Shares— from 11,488
Change-11,488 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 11,479
Change-11,479 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 11,397
Change-11,397 (-100%)
Value—
Groupama Asset Managment
N/A
Shares— from 11,377
Change-11,377 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 11,305
Change-11,305 (-100%)
Value—
Simmons Bank
N/A
Shares— from 11,238
Change-11,238 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 11,235
Change-11,235 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 11,219
Change-11,219 (-100%)
Value—
Connable Office Inc
N/A
Shares— from 11,208
Change-11,208 (-100%)
Value—
Ostrum Asset Management
N/A
Shares— from 11,169
Change-11,169 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 11,147
Change-11,147 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 11,064
Change-11,064 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 11,050
Change-11,050 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 11,013
Change-11,013 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 10,889
Change-10,889 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 10,845
Change-10,845 (-100%)
Value—
Planning Alternatives LTD
N/A
Shares— from 10,749
Change-10,749 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 10,700
Change-10,700 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 10,700
Change-10,700 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 10,677
Change-10,677 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 10,665
Change-10,665 (-100%)
Value—
Hardy Reed LLC
N/A
Shares— from 10,583
Change-10,583 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 10,570
Change-10,570 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 10,312
Change-10,312 (-100%)
Value—
St. Nicholas Private Asset Management, Inc
N/A
Shares— from 10,258
Change-10,258 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 10,022
Change-10,022 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 10,014
Change-10,014 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 10,009
Change-10,009 (-100%)
Value—
Knoll Capital Management, LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 9,953
Change-9,953 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 9,936
Change-9,936 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 9,920
Change-9,920 (-100%)
Value—
Z3 Capital Partners, LLC
N/A
Shares— from 9,919
Change-9,919 (-100%)
Value—
Fairtree Asset Management (Pty) Ltd
N/A
Shares— from 9,914
Change-9,914 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 9,895
Change-9,895 (-100%)
Value—
R.m.sincerbeaux Capital Management LLC
N/A
Shares— from 9,816
Change-9,816 (-100%)
Value—
Charter Research & Investment Group, Inc.
N/A
Shares— from 9,780
Change-9,780 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 9,734
Change-9,734 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 9,718
Change-9,718 (-100%)
Value—
Siemens Fonds Invest GmbH
N/A
Shares— from 9,712
Change-9,712 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 9,705
Change-9,705 (-100%)
Value—
Wulff, Hansen & Co.
N/A
Shares— from 9,641
Change-9,641 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 9,636
Change-9,636 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 9,566
Change-9,566 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 9,566
Change-9,566 (-100%)
Value—
EFG International AG
N/A
Shares— from 9,515
Change-9,515 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 9,514
Change-9,514 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 9,512
Change-9,512 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 9,488
Change-9,488 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 9,328
Change-9,328 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 9,316
Change-9,316 (-100%)
Value—
Paragon Financial Partners, Inc.
N/A
Shares— from 9,287
Change-9,287 (-100%)
Value—
Highview Capital Management LLC
N/A
Shares— from 9,125
Change-9,125 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 9,114
Change-9,114 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 9,005
Change-9,005 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 8,938
Change-8,938 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 8,935
Change-8,935 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 8,878
Change-8,878 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 8,780
Change-8,780 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 8,687
Change-8,687 (-100%)
Value—
Dover Advisors, LLC
N/A
Shares— from 8,676
Change-8,676 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 8,596
Change-8,596 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 8,559
Change-8,559 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 8,456
Change-8,456 (-100%)
Value—
Sagewood Asset Management LP
N/A
Shares— from 8,381
Change-8,381 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 8,303
Change-8,303 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 8,210
Change-8,210 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 8,202
Change-8,202 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 8,186
Change-8,186 (-100%)
Value—
Seneca House Advisors
N/A
Shares— from 8,174
Change-8,174 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 8,166
Change-8,166 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 8,090
Change-8,090 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 8,061
Change-8,061 (-100%)
Value—
Ranch Capital Advisors Inc.
N/A
Shares— from 8,059
Change-8,059 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 8,058
Change-8,058 (-100%)
Value—
NorthStar Asset Management LLC
N/A
Shares— from 8,048
Change-8,048 (-100%)
Value—
LGT Fund Management Co Ltd.
N/A
Shares— from 8,000
Change-8,000 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 7,979
Change-7,979 (-100%)
Value—
Element Capital Management LLC
N/A
Shares— from 7,900
Change-7,900 (-100%)
Value—
Infrastructure Capital Advisors, LLC
N/A
Shares— from 7,804
Change-7,804 (-100%)
Value—
Storen Legacy Partners, LLC
N/A
Shares— from 7,803
Change-7,803 (-100%)
Value—
SBI Okasan Asset Management Co.Ltd.
N/A
Shares— from 7,800
Change-7,800 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 7,799
Change-7,799 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 7,789
Change-7,789 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 7,746
Change-7,746 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 7,678
Change-7,678 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 7,637
Change-7,637 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 7,590
Change-7,590 (-100%)
Value—
Campbell Deegan Wealth Management, LLC
N/A
Shares— from 7,563
Change-7,563 (-100%)
Value—
McElhenny Sheffield Capital Management, LLC
N/A
Shares— from 7,402
Change-7,402 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 7,364
Change-7,364 (-100%)
Value—
Maimon Wealth Management Ltd.
N/A
Shares— from 7,252
Change-7,252 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 7,187
Change-7,187 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 7,178
Change-7,178 (-100%)
Value—
Tranquilli Financial Advisor LLC
N/A
Shares— from 7,137
Change-7,137 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 7,128
Change-7,128 (-100%)
Value—
Orographic Financial Advisors, LLC
N/A
Shares— from 7,110
Change-7,110 (-100%)
Value—
SVB Wealth LLC
N/A
Shares— from 7,067
Change-7,067 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 7,035
Change-7,035 (-100%)
Value—
Capital Financial Group Inc\co\
N/A
Shares— from 7,018
Change-7,018 (-100%)
Value—
CSS LLC
N/A
Shares— from 7,010
Change-7,010 (-100%)
Value—
Shah Wealth Advisors, LLC
N/A
Shares— from 7,000
Change-7,000 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 6,979
Change-6,979 (-100%)
Value—
Richmond Brothers, Inc.
N/A
Shares— from 6,935
Change-6,935 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 6,918
Change-6,918 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 6,913
Change-6,913 (-100%)
Value—
Buckley Wealth Management, LLC
N/A
Shares— from 6,877
Change-6,877 (-100%)
Value—
Alethea Capital Management, LLC
N/A
Shares— from 6,834
Change-6,834 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 6,828
Change-6,828 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 6,821
Change-6,821 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 6,701
Change-6,701 (-100%)
Value—
CNB Bank
N/A
Shares— from 6,648
Change-6,648 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 6,618
Change-6,618 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 6,600
Change-6,600 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 6,570
Change-6,570 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 6,534
Change-6,534 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 6,515
Change-6,515 (-100%)
Value—
Defiance ETFs, LLC
N/A
Shares— from 6,488
Change-6,488 (-100%)
Value—
Blackstone Inc.
N/A
Shares— from 6,482
Change-6,482 (-100%)
Value—
Keynote Financial Services LLC
N/A
Shares— from 6,479
Change-6,479 (-100%)
Value—
Baader Bank Aktiengesellschaft
N/A
Shares— from 6,447
Change-6,447 (-100%)
Value—
Spwm Advisors LLC
N/A
Shares— from 6,352
Change-6,352 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 6,312
Change-6,312 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 6,302
Change-6,302 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 6,294
Change-6,294 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 6,213
Change-6,213 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 6,208
Change-6,208 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 6,161
Change-6,161 (-100%)
Value—
Uniting Wealth Partners, LLC
N/A
Shares— from 6,161
Change-6,161 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 6,156
Change-6,156 (-100%)
Value—
Cornerstone Advisory, LLC
N/A
Shares— from 6,130
Change-6,130 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 6,130
Change-6,130 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 6,124
Change-6,124 (-100%)
Value—
Harris Associates L P
N/A
Shares— from 6,093
Change-6,093 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 6,084
Change-6,084 (-100%)
Value—
Paradigm Capital Management, LLC
N/A
Shares— from 6,081
Change-6,081 (-100%)
Value—
RBF Capital, LLC
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 5,984
Change-5,984 (-100%)
Value—
JAG Capital Management, LLC
N/A
Shares— from 5,951
Change-5,951 (-100%)
Value—
Brooks, Moore & Associates, Inc.
N/A
Shares— from 5,950
Change-5,950 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 5,946
Change-5,946 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 5,922
Change-5,922 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 5,909
Change-5,909 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 5,879
Change-5,879 (-100%)
Value—
Allred Capital Management, LLC
N/A
Shares— from 5,846
Change-5,846 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 5,836
Change-5,836 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 5,816
Change-5,816 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 5,815
Change-5,815 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 5,803
Change-5,803 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 5,777
Change-5,777 (-100%)
Value—
Bedel Financial Consulting, Inc.
N/A
Shares— from 5,765
Change-5,765 (-100%)
Value—
First National Advisers, LLC
N/A
Shares— from 5,754
Change-5,754 (-100%)
Value—
RFP Financial Group LLC
N/A
Shares— from 5,748
Change-5,748 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 5,726
Change-5,726 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 5,720
Change-5,720 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 5,707
Change-5,707 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 5,690
Change-5,690 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 5,672
Change-5,672 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 5,649
Change-5,649 (-100%)
Value—
Wallace Capital Management Inc.
N/A
Shares— from 5,639
Change-5,639 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 5,616
Change-5,616 (-100%)
Value—
Purkiss Capital Advisors LLC
N/A
Shares— from 5,602
Change-5,602 (-100%)
Value—
Susquehanna Fundamental Investments, LLC
N/A
Shares— from 5,600
Change-5,600 (-100%)
Value—
Centennial Bank
N/A
Shares— from 5,509
Change-5,509 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 5,498
Change-5,498 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 5,484
Change-5,484 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 5,474
Change-5,474 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 5,405
Change-5,405 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 5,357
Change-5,357 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 5,353
Change-5,353 (-100%)
Value—
Navellier & Associates Inc
N/A
Shares— from 5,350
Change-5,350 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 5,320
Change-5,320 (-100%)
Value—
McGowan Group Asset Management, Inc.
N/A
Shares— from 5,316
Change-5,316 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 5,309
Change-5,309 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 5,282
Change-5,282 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 5,230
Change-5,230 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 5,224
Change-5,224 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 5,203
Change-5,203 (-100%)
Value—
Emissary Wealth LLC
N/A
Shares— from 5,178
Change-5,178 (-100%)
Value—
Fund Advisors of America Inc
N/A
Shares— from 5,175
Change-5,175 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 5,118
Change-5,118 (-100%)
Value—
PCB Capital LLC
N/A
Shares— from 5,086
Change-5,086 (-100%)
Value—
Cladis Investment Advisory, LLC
N/A
Shares— from 5,009
Change-5,009 (-100%)
Value—
Reaves W H & Co Inc
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 4,987
Change-4,987 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 4,948
Change-4,948 (-100%)
Value—
Noble Wealth Partners LLC
N/A
Shares— from 4,920
Change-4,920 (-100%)
Value—
US Asset Management LLC
N/A
Shares— from 4,895
Change-4,895 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 4,892
Change-4,892 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 4,857
Change-4,857 (-100%)
Value—
Optas, LLC
N/A
Shares— from 4,848
Change-4,848 (-100%)
Value—
Severin Investments, LLC
N/A
Shares— from 4,828
Change-4,828 (-100%)
Value—
Graver Capital Management, LLC
N/A
Shares— from 4,800
Change-4,800 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 4,735
Change-4,735 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 4,717
Change-4,717 (-100%)
Value—
LSV Asset Management
N/A
Shares— from 4,700
Change-4,700 (-100%)
Value—
Invst, LLC
N/A
Shares— from 4,681
Change-4,681 (-100%)
Value—
EWA, LLC
N/A
Shares— from 4,674
Change-4,674 (-100%)
Value—
First National Bank & Trust Co of Newtown
N/A
Shares— from 4,641
Change-4,641 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 4,636
Change-4,636 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 4,606
Change-4,606 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 4,577
Change-4,577 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 4,561
Change-4,561 (-100%)
Value—
Sompo Asset Management Co., Ltd.
N/A
Shares— from 4,560
Change-4,560 (-100%)
Value—
Adalta Capital Management LLC
N/A
Shares— from 4,540
Change-4,540 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 4,530
Change-4,530 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 4,529
Change-4,529 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 4,510
Change-4,510 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 4,508
Change-4,508 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 4,466
Change-4,466 (-100%)
Value—
Asahi Life Asset Management Co., Ltd.
N/A
Shares— from 4,464
Change-4,464 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 4,455
Change-4,455 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 4,453
Change-4,453 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 4,431
Change-4,431 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 4,427
Change-4,427 (-100%)
Value—
Parvin Asset Management, LLC
N/A
Shares— from 4,420
Change-4,420 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 4,399
Change-4,399 (-100%)
Value—
Coign Capital Advisors LLC
N/A
Shares— from 4,391
Change-4,391 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 4,387
Change-4,387 (-100%)
Value—
Winning Points Advisors, LLC
N/A
Shares— from 4,349
Change-4,349 (-100%)
Value—
Rather & Kittrell, Inc.
N/A
Shares— from 4,348
Change-4,348 (-100%)
Value—
Inceptionr LLC
N/A
Shares— from 4,345
Change-4,345 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 4,340
Change-4,340 (-100%)
Value—
Valtrion Capital Management, LLC
N/A
Shares— from 4,261
Change-4,261 (-100%)
Value—
Nwam LLC
N/A
Shares— from 4,261
Change-4,261 (-100%)
Value—
Winthrop Partners - WNY, LLC
N/A
Shares— from 4,250
Change-4,250 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 4,241
Change-4,241 (-100%)
Value—
Cyber Hornet ETFs LLC
N/A
Shares— from 4,241
Change-4,241 (-100%)
Value—
Westshore Wealth, LLC
N/A
Shares— from 4,241
Change-4,241 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 4,227
Change-4,227 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 4,227
Change-4,227 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 4,219
Change-4,219 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 4,214
Change-4,214 (-100%)
Value—
Diamant Asset Management, Inc.
N/A
Shares— from 4,200
Change-4,200 (-100%)
Value—
Blackhill Capital Inc
N/A
Shares— from 4,200
Change-4,200 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 4,199
Change-4,199 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 4,199
Change-4,199 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 4,185
Change-4,185 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 4,171
Change-4,171 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 4,164
Change-4,164 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 4,162
Change-4,162 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 4,139
Change-4,139 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 4,128
Change-4,128 (-100%)
Value—
Chesapeake Wealth Management
N/A
Shares— from 4,098
Change-4,098 (-100%)
Value—
Fiera Capital Corp
N/A
Shares— from 4,080
Change-4,080 (-100%)
Value—
Partners in Financial Planning
N/A
Shares— from 4,066
Change-4,066 (-100%)
Value—
Schulhoff & Co Inc
N/A
Shares— from 4,042
Change-4,042 (-100%)
Value—
Private Advisory Group LLC
N/A
Shares— from 4,035
Change-4,035 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Providence Financial Advisors, LLC
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Carson Advisory Inc.
N/A
Shares— from 3,955
Change-3,955 (-100%)
Value—
KDT Advisors, LLC
N/A
Shares— from 3,954
Change-3,954 (-100%)
Value—
IAM Advisory, LLC
N/A
Shares— from 3,923
Change-3,923 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 3,922
Change-3,922 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 3,922
Change-3,922 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 3,921
Change-3,921 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 3,920
Change-3,920 (-100%)
Value—
Hemenway Trust Co LLC
N/A
Shares— from 3,920
Change-3,920 (-100%)
Value—
Ceeto Capital Group, LLC
N/A
Shares— from 3,900
Change-3,900 (-100%)
Value—
FWG Holdings, LLC
N/A
Shares— from 3,898
Change-3,898 (-100%)
Value—
Wills Financial Group LLC
N/A
Shares— from 3,892
Change-3,892 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 3,888
Change-3,888 (-100%)
Value—
Trustco Bank Corp N Y
N/A
Shares— from 3,835
Change-3,835 (-100%)
Value—
Marco Investment Management LLC
N/A
Shares— from 3,825
Change-3,825 (-100%)
Value—
Beckerman Institutional, LLC
N/A
Shares— from 3,809
Change-3,809 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 3,783
Change-3,783 (-100%)
Value—
Northstar Advisory Group, LLC
N/A
Shares— from 3,778
Change-3,778 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 3,770
Change-3,770 (-100%)
Value—
ABN Amro Bank N.V.
N/A
Shares— from 3,750
Change-3,750 (-100%)
Value—
Widmann Financial Services, Inc.
N/A
Shares— from 3,727
Change-3,727 (-100%)
Value—
Adams Wealth Management
N/A
Shares— from 3,726
Change-3,726 (-100%)
Value—
Optimize Financial Inc.
N/A
Shares— from 3,724
Change-3,724 (-100%)
Value—
Sound Capital Solutions LLC
N/A
Shares— from 3,724
Change-3,724 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 3,687
Change-3,687 (-100%)
Value—
Chancellor Financial Group WB LP
N/A
Shares— from 3,671
Change-3,671 (-100%)
Value—
Horizon Investment Services, LLC
N/A
Shares— from 3,659
Change-3,659 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 3,656
Change-3,656 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 3,656
Change-3,656 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 3,642
Change-3,642 (-100%)
Value—
TCM Advisors, LLC
N/A
Shares— from 3,618
Change-3,618 (-100%)
Value—
Exit Wealth Advisors, Llc.
N/A
Shares— from 3,609
Change-3,609 (-100%)
Value—
Resources Management Corp
N/A
Shares— from 3,600
Change-3,600 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 3,593
Change-3,593 (-100%)
Value—
German American Bancorp, Inc.
N/A
Shares— from 3,581
Change-3,581 (-100%)
Value—
Royal Capital Wealth Management, LLC
N/A
Shares— from 3,575
Change-3,575 (-100%)
Value—
Earned Wealth Advisors, LLC
N/A
Shares— from 3,575
Change-3,575 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 3,568
Change-3,568 (-100%)
Value—
RiverGlades Family Offices LLC
N/A
Shares— from 3,560
Change-3,560 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 3,534
Change-3,534 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 3,527
Change-3,527 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 3,524
Change-3,524 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 3,494
Change-3,494 (-100%)
Value—
Vermillion & White Wealth Management Group, LLC
N/A
Shares— from 3,480
Change-3,480 (-100%)
Value—
Marble Harbor Investment Counsel, LLC
N/A
Shares— from 3,443
Change-3,443 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 3,435
Change-3,435 (-100%)
Value—
Blue Edge Capital, LLC
N/A
Shares— from 3,400
Change-3,400 (-100%)
Value—
Volterra Technologies LP
N/A
Shares— from 3,378
Change-3,378 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 3,375
Change-3,375 (-100%)
Value—
Odyssean, LLC
N/A
Shares— from 3,363
Change-3,363 (-100%)
Value—
Dividend Assets Capital, LLC
N/A
Shares— from 3,362
Change-3,362 (-100%)
Value—
Sharp Wealth Advisory, LLC
N/A
Shares— from 3,357
Change-3,357 (-100%)
Value—
Rasp Wealth Solutions, LLC
N/A
Shares— from 3,353
Change-3,353 (-100%)
Value—
Krane Funds Advisors LLC
N/A
Shares— from 3,351
Change-3,351 (-100%)
Value—
Nikulski Financial, Inc.
N/A
Shares— from 3,350
Change-3,350 (-100%)
Value—
Omnia Family Wealth, LLC
N/A
Shares— from 3,331
Change-3,331 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 3,287
Change-3,287 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 3,278
Change-3,278 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 3,269
Change-3,269 (-100%)
Value—
Okabena Investment Services Inc
N/A
Shares— from 3,257
Change-3,257 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 3,253
Change-3,253 (-100%)
Value—
Payne Capital Management, LLC
N/A
Shares— from 3,236
Change-3,236 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 3,231
Change-3,231 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 3,231
Change-3,231 (-100%)
Value—
Silvant Capital Management LLC
N/A
Shares— from 3,212
Change-3,212 (-100%)
Value—
Wallace Advisory Group, LLC
N/A
Shares— from 3,202
Change-3,202 (-100%)
Value—
Meadowbrook Advisors Group, LLC
N/A
Shares— from 3,197
Change-3,197 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 3,179
Change-3,179 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 3,100
Change-3,100 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 3,094
Change-3,094 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 3,075
Change-3,075 (-100%)
Value—
Sandro Wealth Management LLC
N/A
Shares— from 3,066
Change-3,066 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 3,062
Change-3,062 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 3,058
Change-3,058 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 3,056
Change-3,056 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 3,052
Change-3,052 (-100%)
Value—
Wealthedge Investment Advisors, LLC
N/A
Shares— from 3,048
Change-3,048 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 3,041
Change-3,041 (-100%)
Value—
Baker Avenue Asset Management, LP
N/A
Shares— from 3,040
Change-3,040 (-100%)
Value—
Caerus Investment Advisors, LLC
N/A
Shares— from 3,028
Change-3,028 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 3,013
Change-3,013 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 3,010
Change-3,010 (-100%)
Value—
Sunflower Bank, N.A.
N/A
Shares— from 2,969
Change-2,969 (-100%)
Value—
SIH Partners, Lllp
N/A
Shares— from 2,969
Change-2,969 (-100%)
Value—
Northwest Quadrant Wealth Management, LLC
N/A
Shares— from 2,957
Change-2,957 (-100%)
Value—
Paces Ferry Wealth Advisors, LLC
N/A
Shares— from 2,945
Change-2,945 (-100%)
Value—
Philadelphia Investment Partners, LLC
N/A
Shares— from 2,924
Change-2,924 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 2,923
Change-2,923 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 2,917
Change-2,917 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 2,913
Change-2,913 (-100%)
Value—
Constant Guidance Financial LLC
N/A
Shares— from 2,905
Change-2,905 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 2,892
Change-2,892 (-100%)
Value—
DF Dent & Co Inc
N/A
Shares— from 2,890
Change-2,890 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 2,877
Change-2,877 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 2,876
Change-2,876 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 2,861
Change-2,861 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 2,859
Change-2,859 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 2,847
Change-2,847 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 2,846
Change-2,846 (-100%)
Value—
Clearwater Capital Advisors, LLC
N/A
Shares— from 2,841
Change-2,841 (-100%)
Value—
Compton Financial Group, LLC
N/A
Shares— from 2,837
Change-2,837 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 2,824
Change-2,824 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 2,819
Change-2,819 (-100%)
Value—
Legacy Trust
N/A
Shares— from 2,812
Change-2,812 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 2,804
Change-2,804 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 2,795
Change-2,795 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 2,793
Change-2,793 (-100%)
Value—
Riverstone Advisors, LLC
N/A
Shares— from 2,793
Change-2,793 (-100%)
Value—
Affinity Investment Advisors, LLC
N/A
Shares— from 2,792
Change-2,792 (-100%)
Value—
Select Asset Management & Trust
N/A
Shares— from 2,783
Change-2,783 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 2,757
Change-2,757 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 2,747
Change-2,747 (-100%)
Value—
Schrum Private Wealth Management LLC
N/A
Shares— from 2,743
Change-2,743 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 2,741
Change-2,741 (-100%)
Value—
TFR Capital, Llc.
N/A
Shares— from 2,707
Change-2,707 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 2,704
Change-2,704 (-100%)
Value—
Generation Capital Management LLC
N/A
Shares— from 2,675
Change-2,675 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 2,673
Change-2,673 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 2,669
Change-2,669 (-100%)
Value—
LEE Johnson Capital Management, LLC
N/A
Shares— from 2,664
Change-2,664 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 2,643
Change-2,643 (-100%)
Value—
Alexander Labrunerie & Co., Inc.
N/A
Shares— from 2,642
Change-2,642 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 2,634
Change-2,634 (-100%)
Value—
SGL Investment Advisors, Inc.
N/A
Shares— from 2,626
Change-2,626 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 2,625
Change-2,625 (-100%)
Value—
Laraway Financial Advisors Inc
N/A
Shares— from 2,625
Change-2,625 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 2,613
Change-2,613 (-100%)
Value—
Ariadne Wealth Management, LP
N/A
Shares— from 2,610
Change-2,610 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 2,604
Change-2,604 (-100%)
Value—
JMN Financial LLC
N/A
Shares— from 2,604
Change-2,604 (-100%)
Value—
Bantamac Capital, LLC
N/A
Shares— from 2,600
Change-2,600 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 2,590
Change-2,590 (-100%)
Value—
Steadtrust LLC
N/A
Shares— from 2,589
Change-2,589 (-100%)
Value—
Clarity Financial LLC
N/A
Shares— from 2,588
Change-2,588 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 2,578
Change-2,578 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 2,573
Change-2,573 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 2,569
Change-2,569 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 2,560
Change-2,560 (-100%)
Value—
Serenus Wealth Advisors, LLC
N/A
Shares— from 2,555
Change-2,555 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 2,553
Change-2,553 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 2,537
Change-2,537 (-100%)
Value—
Laidlaw Wealth Management LLC
N/A
Shares— from 2,523
Change-2,523 (-100%)
Value—
Citizens Business Bank
N/A
Shares— from 2,506
Change-2,506 (-100%)
Value—
Highlander Partners, L.P.
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 2,498
Change-2,498 (-100%)
Value—
Pine Harbor Wealth Management, LLC
N/A
Shares— from 2,490
Change-2,490 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 2,459
Change-2,459 (-100%)
Value—
MTM Financial Group, LLC
N/A
Shares— from 2,454
Change-2,454 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 2,449
Change-2,449 (-100%)
Value—
Core Alternative Capital
N/A
Shares— from 2,436
Change-2,436 (-100%)
Value—
Swiss RE LTD
N/A
Shares— from 2,428
Change-2,428 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 2,427
Change-2,427 (-100%)
Value—
Alpha Zero LLC
N/A
Shares— from 2,424
Change-2,424 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 2,421
Change-2,421 (-100%)
Value—
Bard Associates Inc
N/A
Shares— from 2,397
Change-2,397 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 2,387
Change-2,387 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 2,378
Change-2,378 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 2,376
Change-2,376 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 2,364
Change-2,364 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 2,361
Change-2,361 (-100%)
Value—
Nicholson Meyer Capital Management, Inc.
N/A
Shares— from 2,360
Change-2,360 (-100%)
Value—
Muirfield Wealth Advisors LLC
N/A
Shares— from 2,360
Change-2,360 (-100%)
Value—
Elite Financial, Inc.
N/A
Shares— from 2,348
Change-2,348 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 2,340
Change-2,340 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 2,332
Change-2,332 (-100%)
Value—
Atalanta Sosnoff Capital, LLC
N/A
Shares— from 2,331
Change-2,331 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 2,327
Change-2,327 (-100%)
Value—
Warner Financial, Inc
N/A
Shares— from 2,326
Change-2,326 (-100%)
Value—
Reliant Investment Partners, LLC
N/A
Shares— from 2,313
Change-2,313 (-100%)
Value—
Financial Strategies Group, Inc.
N/A
Shares— from 2,302
Change-2,302 (-100%)
Value—
Osprey Private Wealth LLC
N/A
Shares— from 2,300
Change-2,300 (-100%)
Value—
Dean Investment Associates, LLC
N/A
Shares— from 2,260
Change-2,260 (-100%)
Value—
Harbor Advisory Corp
N/A
Shares— from 2,249
Change-2,249 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 2,234
Change-2,234 (-100%)
Value—
Meridian Wealth Partners, LLC
N/A
Shares— from 2,233
Change-2,233 (-100%)
Value—
Elk River Wealth Management LLC
N/A
Shares— from 2,217
Change-2,217 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 2,214
Change-2,214 (-100%)
Value—
Twin Tree Management, LP
N/A
Shares— from 2,207
Change-2,207 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 2,194
Change-2,194 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 2,194
Change-2,194 (-100%)
Value—
Clare Market Investments LLC
N/A
Shares— from 2,193
Change-2,193 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 2,177
Change-2,177 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 2,170
Change-2,170 (-100%)
Value—
McLean Asset Management Corp
N/A
Shares— from 2,161
Change-2,161 (-100%)
Value—
Toews Corp
N/A
Shares— from 2,159
Change-2,159 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 2,119
Change-2,119 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 2,100
Change-2,100 (-100%)
Value—
Catalyst Funds Management Pty Ltd
N/A
Shares— from 2,100
Change-2,100 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 2,089
Change-2,089 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 2,082
Change-2,082 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 2,073
Change-2,073 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 2,059
Change-2,059 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 2,035
Change-2,035 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 2,027
Change-2,027 (-100%)
Value—
Passive Capital Management, Llc.
N/A
Shares— from 2,021
Change-2,021 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 2,009
Change-2,009 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 2,005
Change-2,005 (-100%)
Value—
Laffer Tengler Investments, Inc.
N/A
Shares— from 2,004
Change-2,004 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Legacy Wealth Advisors, LLC
N/A
Shares— from 1,988
Change-1,988 (-100%)
Value—
Ducere Wealth Management LLC
N/A
Shares— from 1,982
Change-1,982 (-100%)
Value—
Barr E S & Co
N/A
Shares— from 1,980
Change-1,980 (-100%)
Value—
Gentry Private Wealth, LLC
N/A
Shares— from 1,978
Change-1,978 (-100%)
Value—
Cannon Wealth Management Services, LLC
N/A
Shares— from 1,971
Change-1,971 (-100%)
Value—
Tilson Financial Group, Inc.
N/A
Shares— from 1,967
Change-1,967 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 1,961
Change-1,961 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 1,956
Change-1,956 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 1,950
Change-1,950 (-100%)
Value—
American Trust
N/A
Shares— from 1,950
Change-1,950 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 1,948
Change-1,948 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 1,942
Change-1,942 (-100%)
Value—
Forge Financial Services LLC
N/A
Shares— from 1,910
Change-1,910 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 1,904
Change-1,904 (-100%)
Value—
Lumbard & Kellner, LLC
N/A
Shares— from 1,900
Change-1,900 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 1,890
Change-1,890 (-100%)
Value—
Maxele Advisors, LLC
N/A
Shares— from 1,870
Change-1,870 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 1,865
Change-1,865 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 1,862
Change-1,862 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 1,848
Change-1,848 (-100%)
Value—
Cercano Management LLC
N/A
Shares— from 1,847
Change-1,847 (-100%)
Value—
Community Bank, N.A.
N/A
Shares— from 1,839
Change-1,839 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 1,839
Change-1,839 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 1,837
Change-1,837 (-100%)
Value—
Werba Rubin Papier Wealth Management
N/A
Shares— from 1,829
Change-1,829 (-100%)
Value—
Aristotle Capital Management, LLC
N/A
Shares— from 1,828
Change-1,828 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 1,824
Change-1,824 (-100%)
Value—
Orion Investment Co
N/A
Shares— from 1,821
Change-1,821 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 1,819
Change-1,819 (-100%)
Value—
Bank of Nova Scotia Trust Co
N/A
Shares— from 1,819
Change-1,819 (-100%)
Value—
Permanens Capital L.P.
N/A
Shares— from 1,814
Change-1,814 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 1,813
Change-1,813 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 1,809
Change-1,809 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 1,789
Change-1,789 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 1,788
Change-1,788 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 1,778
Change-1,778 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 1,774
Change-1,774 (-100%)
Value—
Wall Street Financial Group, Inc.
N/A
Shares— from 1,773
Change-1,773 (-100%)
Value—
Concorde Asset Management, LLC
N/A
Shares— from 1,763
Change-1,763 (-100%)
Value—
Semper Augustus Investments Group LLC
N/A
Shares— from 1,762
Change-1,762 (-100%)
Value—
IKE Capital, LLC
N/A
Shares— from 1,761
Change-1,761 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 1,760
Change-1,760 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 1,749
Change-1,749 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 1,739
Change-1,739 (-100%)
Value—
AdvisorShares Investments LLC
N/A
Shares— from 1,726
Change-1,726 (-100%)
Value—
New World Advisors LLC
N/A
Shares— from 1,710
Change-1,710 (-100%)
Value—
Parsonex Advisory Services, Inc.
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 1,697
Change-1,697 (-100%)
Value—
AlphaGrep UK Ltd
N/A
Shares— from 1,695
Change-1,695 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 1,694
Change-1,694 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 1,682
Change-1,682 (-100%)
Value—
Navalign, LLC
N/A
Shares— from 1,679
Change-1,679 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 1,677
Change-1,677 (-100%)
Value—
BankPlus Trust Department
N/A
Shares— from 1,677
Change-1,677 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 1,673
Change-1,673 (-100%)
Value—
Keyvantage Wealth, LLC
N/A
Shares— from 1,672
Change-1,672 (-100%)
Value—
Tillman Hartley LLC
N/A
Shares— from 1,664
Change-1,664 (-100%)
Value—
Mosaic Financial Group, LLC
N/A
Shares— from 1,661
Change-1,661 (-100%)
Value—
Retirement Planning Group, LLC / NY
N/A
Shares— from 1,660
Change-1,660 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 1,655
Change-1,655 (-100%)
Value—
NewSquare Capital LLC
N/A
Shares— from 1,642
Change-1,642 (-100%)
Value—
Holistic Financial Partners
N/A
Shares— from 1,641
Change-1,641 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 1,638
Change-1,638 (-100%)
Value—
Consilio Wealth Advisors, LLC
N/A
Shares— from 1,632
Change-1,632 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 1,630
Change-1,630 (-100%)
Value—
Calydon Capital
N/A
Shares— from 1,621
Change-1,621 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 1,621
Change-1,621 (-100%)
Value—
Beacon Investment Advisors LLC
N/A
Shares— from 1,620
Change-1,620 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 1,603
Change-1,603 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 1,603
Change-1,603 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 1,597
Change-1,597 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 1,597
Change-1,597 (-100%)
Value—
Eurizon SLJ Capital Ltd
N/A
Shares— from 1,596
Change-1,596 (-100%)
Value—
S Harris Financial Group, LLC
N/A
Shares— from 1,596
Change-1,596 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 1,592
Change-1,592 (-100%)
Value—
Westpac Banking Corp
N/A
Shares— from 1,564
Change-1,564 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 1,557
Change-1,557 (-100%)
Value—
Northstar Financial Companies, Inc.
N/A
Shares— from 1,546
Change-1,546 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 1,538
Change-1,538 (-100%)
Value—
GenTrust, LLC
N/A
Shares— from 1,537
Change-1,537 (-100%)
Value—
Members Trust Co
N/A
Shares— from 1,535
Change-1,535 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 1,524
Change-1,524 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 1,522
Change-1,522 (-100%)
Value—
Concentrum Wealth Management
N/A
Shares— from 1,521
Change-1,521 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 1,520
Change-1,520 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 1,520
Change-1,520 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 1,515
Change-1,515 (-100%)
Value—
Trinity Legacy Partners, LLC
N/A
Shares— from 1,511
Change-1,511 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 1,510
Change-1,510 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 1,508
Change-1,508 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 1,502
Change-1,502 (-100%)
Value—
Rodgers Brothers Inc.
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
HFR Wealth Management, LLC
N/A
Shares— from 1,478
Change-1,478 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 1,476
Change-1,476 (-100%)
Value—
Golden Road Advisors LLC
N/A
Shares— from 1,475
Change-1,475 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 1,467
Change-1,467 (-100%)
Value—
Forefront Analytics, LLC
N/A
Shares— from 1,463
Change-1,463 (-100%)
Value—
Whetstone Capital Advisors, LLC
N/A
Shares— from 1,461
Change-1,461 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 1,461
Change-1,461 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 1,454
Change-1,454 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 1,451
Change-1,451 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 1,450
Change-1,450 (-100%)
Value—
GKV Capital Management Co., Inc.
N/A
Shares— from 1,450
Change-1,450 (-100%)
Value—
Tortoise Investment Management, LLC
N/A
Shares— from 1,441
Change-1,441 (-100%)
Value—
Stembrook Asset Management, LLC
N/A
Shares— from 1,426
Change-1,426 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 1,426
Change-1,426 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 1,424
Change-1,424 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 1,421
Change-1,421 (-100%)
Value—
Safe Harbor Family Capital, LLC
N/A
Shares— from 1,421
Change-1,421 (-100%)
Value—
Gross & Hartman Investments LLC
N/A
Shares— from 1,421
Change-1,421 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 1,417
Change-1,417 (-100%)
Value—
Twin Capital Management Inc
N/A
Shares— from 1,411
Change-1,411 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 1,411
Change-1,411 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 1,408
Change-1,408 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 1,406
Change-1,406 (-100%)
Value—
Alpha Financial Advisors, LLC
N/A
Shares— from 1,404
Change-1,404 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 1,398
Change-1,398 (-100%)
Value—
Resolute Advisors LLC
N/A
Shares— from 1,394
Change-1,394 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 1,393
Change-1,393 (-100%)
Value—
Falcon Wealth Planning
N/A
Shares— from 1,386
Change-1,386 (-100%)
Value—
Nelson Capital Management, LLC
N/A
Shares— from 1,384
Change-1,384 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 1,382
Change-1,382 (-100%)
Value—
Pring Turner Capital Group Inc
N/A
Shares— from 1,370
Change-1,370 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 1,366
Change-1,366 (-100%)
Value—
Sovereign Investment Advisors, LLC
N/A
Shares— from 1,350
Change-1,350 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 1,346
Change-1,346 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 1,346
Change-1,346 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 1,346
Change-1,346 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 1,344
Change-1,344 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 1,342
Change-1,342 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 1,339
Change-1,339 (-100%)
Value—
Summitry LLC
N/A
Shares— from 1,339
Change-1,339 (-100%)
Value—
Atlantic Family Wealth, LLC
N/A
Shares— from 1,338
Change-1,338 (-100%)
Value—
Entelevest, LLC
N/A
Shares— from 1,329
Change-1,329 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 1,326
Change-1,326 (-100%)
Value—
TPG Financial Advisors, LLC
N/A
Shares— from 1,326
Change-1,326 (-100%)
Value—
Leith Wheeler Investment Counsel Ltd.
N/A
Shares— from 1,321
Change-1,321 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 1,318
Change-1,318 (-100%)
Value—
Sterneck Capital Management, LLC
N/A
Shares— from 1,316
Change-1,316 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 1,308
Change-1,308 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 1,303
Change-1,303 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 1,302
Change-1,302 (-100%)
Value—
Hutchinson Capital Management
N/A
Shares— from 1,301
Change-1,301 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 1,298
Change-1,298 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 1,297
Change-1,297 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 1,278
Change-1,278 (-100%)
Value—
United Bank
N/A
Shares— from 1,277
Change-1,277 (-100%)
Value—
UP Strategic Wealth Investment Advisors LLC
N/A
Shares— from 1,273
Change-1,273 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 1,270
Change-1,270 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 1,270
Change-1,270 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 1,267
Change-1,267 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 1,266
Change-1,266 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 1,266
Change-1,266 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 1,265
Change-1,265 (-100%)
Value—
Bernicke Wealth Management, Ltd.
N/A
Shares— from 1,261
Change-1,261 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 1,260
Change-1,260 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 1,247
Change-1,247 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 1,244
Change-1,244 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 1,242
Change-1,242 (-100%)
Value—
Strathmore Capital Advisors, Inc.
N/A
Shares— from 1,230
Change-1,230 (-100%)
Value—
Wealth Advisors of Iowa, LLC
N/A
Shares— from 1,213
Change-1,213 (-100%)
Value—
Mokan Wealth Management Inc.
N/A
Shares— from 1,211
Change-1,211 (-100%)
Value—
Jasper Ridge Partners, L.P.
N/A
Shares— from 1,205
Change-1,205 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
Next Capital Management LLC
N/A
Shares— from 1,191
Change-1,191 (-100%)
Value—
FCA Corp
N/A
Shares— from 1,179
Change-1,179 (-100%)
Value—
Wealth Watch Advisors, Inc
N/A
Shares— from 1,178
Change-1,178 (-100%)
Value—
Bolthouse Investments, LLC
N/A
Shares— from 1,177
Change-1,177 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 1,176
Change-1,176 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 1,171
Change-1,171 (-100%)
Value—
Good Steward Wealth Advisors,LLC
N/A
Shares— from 1,167
Change-1,167 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 1,161
Change-1,161 (-100%)
Value—
Carl P. Sherr & Co., LLC
N/A
Shares— from 1,153
Change-1,153 (-100%)
Value—
Lafayette Investments, Inc.
N/A
Shares— from 1,152
Change-1,152 (-100%)
Value—
Mosaic Advisors LLC
N/A
Shares— from 1,150
Change-1,150 (-100%)
Value—
Storgate, LLC
N/A
Shares— from 1,144
Change-1,144 (-100%)
Value—
FreeGulliver LLC
N/A
Shares— from 1,133
Change-1,133 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 1,133
Change-1,133 (-100%)
Value—
Systematic Alpha Investments, LLC
N/A
Shares— from 1,126
Change-1,126 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 1,125
Change-1,125 (-100%)
Value—
Seven Springs Wealth Group, LLC
N/A
Shares— from 1,123
Change-1,123 (-100%)
Value—
Melfa Wealth Management, Inc.
N/A
Shares— from 1,119
Change-1,119 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 1,113
Change-1,113 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 1,111
Change-1,111 (-100%)
Value—
Panoramic Capital Partners, LLC
N/A
Shares— from 1,111
Change-1,111 (-100%)
Value—
Warner Group LLC
N/A
Shares— from 1,110
Change-1,110 (-100%)
Value—
Motco
N/A
Shares— from 1,065
Change-1,065 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 1,054
Change-1,054 (-100%)
Value—
S&T Bank
N/A
Shares— from 1,032
Change-1,032 (-100%)
Value—
Qvidtvm Management LLC
N/A
Shares— from 1,026
Change-1,026 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 996
Change-996 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 981
Change-981 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 959
Change-959 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 944
Change-944 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 900
Change-900 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 899
Change-899 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 849
Change-849 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 844
Change-844 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 840
Change-840 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 830
Change-830 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 767
Change-767 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 755
Change-755 (-100%)
Value—
Harvest Fund Management Co., Ltd
N/A
Shares— from 749
Change-749 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 708
Change-708 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 685
Change-685 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 673
Change-673 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 669
Change-669 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 648
Change-648 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 637
Change-637 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 633
Change-633 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 602
Change-602 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 585
Change-585 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 577
Change-577 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 576
Change-576 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 565
Change-565 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 551
Change-551 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 539
Change-539 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 513
Change-513 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 478
Change-478 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 462
Change-462 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 462
Change-462 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 450
Change-450 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 445
Change-445 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 444
Change-444 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 439
Change-439 (-100%)
Value—
Tacita Capital Inc
N/A
Shares— from 418
Change-418 (-100%)
Value—
Knuff & Co LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Wellington Grp LLC
N/A
Shares— from 396
Change-396 (-100%)
Value—
Quarry LP
N/A
Shares— from 380
Change-380 (-100%)
Value—
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
N/A
Shares— from 377
Change-377 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 371
Change-371 (-100%)
Value—
Osterweis Capital Management Inc
N/A
Shares— from 357
Change-357 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 351
Change-351 (-100%)
Value—
Winch Advisory Services, LLC
N/A
Shares— from 339
Change-339 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 330
Change-330 (-100%)
Value—
Boyd Watterson Asset Management LLC
N/A
Shares— from 312
Change-312 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 310
Change-310 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 309
Change-309 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 302
Change-302 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 300
Change-300 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 297
Change-297 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 286
Change-286 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 274
Change-274 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 247
Change-247 (-100%)
Value—
Clearstead Trust, LLC
N/A
Shares— from 246
Change-246 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 238
Change-238 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 220
Change-220 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 211
Change-211 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 204
Change-204 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 203
Change-203 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 194
Change-194 (-100%)
Value—
Kelly Lawrence W & Associates Inc
N/A
Shares— from 190
Change-190 (-100%)
Value—
Estabrook Capital Management
N/A
Shares— from 185
Change-185 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 148
Change-148 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 140
Change-140 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 134
Change-134 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 105
Change-105 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 105
Change-105 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 102
Change-102 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 100
Change-100 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 95
Change-95 (-100%)
Value—
Virtus Advisers, LLC
N/A
Shares— from 93
Change-93 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 89
Change-89 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 82
Change-82 (-100%)
Value—
Clal Insurance Enterprises Holdings Ltd
N/A
Shares— from 82
Change-82 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 79
Change-79 (-100%)
Value—
Cetera Trust Company, N.a
N/A
Shares— from 72
Change-72 (-100%)
Value—
Wedbush Fund Advisers, LLC
N/A
Shares— from 66
Change-66 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 65
Change-65 (-100%)
Value—
Aviso Financial Inc.
N/A
Shares— from 61
Change-61 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 55
Change-55 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 46
Change-46 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 46
Change-46 (-100%)
Value—
Park Square Financial Group, LLC
N/A
Shares— from 43
Change-43 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 43
Change-43 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 39
Change-39 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 38
Change-38 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 32
Change-32 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 32
Change-32 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 30
Change-30 (-100%)
Value—
Longfellow Investment Management Co LLC
N/A
Shares— from 29
Change-29 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 27
Change-27 (-100%)
Value—
Altshuler Shaham Ltd
N/A
Shares— from 24
Change-24 (-100%)
Value—
Lummis Asset Management, LP
N/A
Shares— from 23
Change-23 (-100%)
Value—
Swisher Financial Concepts, Inc.
N/A
Shares— from 20
Change-20 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 19
Change-19 (-100%)
Value—
Broadwater Capital Management LLC
N/A
Shares— from 14
Change-14 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Palladiem, LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Ross\johnson & Associates LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Evolution Advisers, Inc.
N/A
Shares— from 4
Change-4 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 3
Change-3 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Bank of New York Mellon Corp
INCREASED12,073,49311,669,878+403,615+3%$2.1B$2.3B+$192.7M2026-11-05
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED6,575,6156,365,306+210,309+3%$1.2B$1.3B+$103.2M2026-11-05
Ninety One UK Ltd
DECREASED6,535,2517,187,028-651,777-9%$1.3B$1.2B-$53.1M2026-10-15
Dimensional Fund Advisors LP
INCREASED3,401,1543,351,198+49,956+1%$606.3M$649.1M+$42.7M2026-11-04
Sumitomo Mitsui Trust Group, Inc.
DECREASED2,995,0293,013,862-18,833-1%$545.2M$571.5M+$26.3M2026-10-29
Truist Financial Corp
INCREASED2,822,2692,756,892+65,377+2%$498.7M$538.5M+$39.8M2026-10-30
MacKenzie Financial Corp
DECREASED2,526,5972,591,092-64,495-2%$468.8M$482.1M+$13.4M2026-11-02
DekaBank Deutsche Girozentrale
DECREASED2,309,0532,517,673-208,620-8%$413.5K$447.7K+$34.2K2026-10-27
Citigroup Inc
DECREASED2,215,6782,338,733-123,055-5%$423.1M$422.8M-$304.4K2026-11-04
Principal Financial Group Inc
DECREASED1,606,1001,750,422-144,322-8%$316.7M$306.5M-$10.2M2026-11-02
Fort Washington Investment Advisors Inc
DECREASED1,371,4431,414,730-43,287-3%$255.9M$261.7M+$5.8M2026-10-15
New York State Teachers Retirement System
DECREASED1,131,3581,179,085-47,727-4%$213.3M$215.9K-$213.1M2026-10-22
Cincinnati Financial Corp
UNCHANGED1,101,7001,101,70000%$199.3M$210.2M+$10.9M2026-11-03
Canoe Financial LP
DECREASED1,014,1291,016,158-2,0290%$183.8M$190.8M+$7.0M2026-10-21
Fifth Third Bancorp
DECREASED955,162969,073-13,911-1%$175.3M$182.3M+$6.9M2026-11-05
Perpetual Ltd
DECREASED861,5531,007,836-146,283-15%$182.3M$164.4M-$17.9M2026-10-13
Hamlin Capital Management, LLC
INCREASED832,495634,664+197,831+31%$114.8M$158.9M+$44.0M2026-10-08
Vontobel Holding Ltd.
INCREASED829,422758,564+70,858+9%$137.2M$158.3M+$21.0M2026-10-16
Asset Management One Co., Ltd.
INCREASED815,042805,893+9,149+1%$145.8M$155.5M+$9.7M2026-10-27
Retirement Systems of Alabama
DECREASED757,760788,229-30,469-4%$142.6M$144.6M+$2.0M2026-11-04
Assetmark, Inc
DECREASED735,001742,795-7,794-1%$134.4M$140.3M+$5.9M2026-10-21
Creative Planning
INCREASED660,985623,821+37,164+6%$112.9M$126.1M+$13.3M2026-11-02
Caledonia Investments PLC
DECREASED654,963702,563-47,600-7%$127.0M$125.0M-$2.0M2026-10-13
Davenport & Co LLC
DECREASED654,315662,741-8,426-1%$120.1M$125.2M+$5.1M2026-10-14
Pictet Asset Management Holding SA
INCREASED633,450633,393+57+0%$114.6M$120.9M+$6.3M2026-11-03
Calamos Advisors LLC
INCREASED630,905581,825+49,080+8%$105.3M$120.4M+$15.1M2026-11-02
US Bancorp \de\
DECREASED624,763630,482-5,719-1%$114.1M$119.2M+$5.2M2026-11-05
Ninety One North America, Inc.
DECREASED613,326697,104-83,778-12%$126.1M$117.0M-$9.1M2026-10-15
Bahl & Gaynor LLC
DECREASED592,898593,836-9380%$107.4M$113.1M+$5.7M2026-11-05
Exchange Traded Concepts, LLC
INCREASED589,926457,685+132,241+29%$82.8M$112.6M+$29.8M2026-10-28
CIBC Asset Management Inc
INCREASED535,662474,109+61,553+13%$85.8M$102.2M+$16.4M2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED515,421459,315+56,106+12%$80.2M$99.1M+$18.9M2026-10-13
AGF Management LTD
DECREASED507,582541,305-33,723-6%$97.9M$96.9M-$1.1M2026-11-03
State of New Jersey Common Pension Fund D
UNCHANGED504,782504,78200%$91.3M$96.3M+$5.0M2026-11-05
Virginia Retirement Systems ET Al
UNCHANGED493,600493,60000%$89.3M$94.2M+$4.9M2026-10-28
Strs Ohio
DECREASED488,340517,238-28,898-6%$93.6M$93.2M-$388.5K2026-10-30
Banque Pictet & CIE SA
INCREASED483,447469,433+14,014+3%$84.9M$92.3M+$7.3M2026-10-16
Associated Banc-Corp
DECREASED482,676514,894-32,218-6%$93.1M$92.1M-$1.0M2026-10-30
Ferguson Wellman Capital Management, Inc
INCREASED480,163476,411+3,752+1%$86.2M$91.6M+$5.4M2026-10-05
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED463,128473,423-10,295-2%$85.6M$88.4M+$2.7M2026-10-23
Czech National Bank
INCREASED447,827443,626+4,201+1%$80.3M$85.5M+$5.2M2026-10-13
Arizona State Retirement System
INCREASED435,695432,462+3,233+1%$78.2M$83.1M+$4.9M2026-11-03
iA Global Asset Management Inc.
INCREASED415,562311,511+104,051+33%$56.4M$79.3K-$56.3M2026-10-29
Mirae Asset Global Investments Co., Ltd.
INCREASED406,467355,977+50,490+14%$64.4M$77.6M+$13.2M2026-11-03
State of Michigan Retirement System
DECREASED391,558399,058-7,500-2%$72.2M$74.7M+$2.5M2026-10-27
Nisa Investment Advisors, LLC
DECREASED390,149417,447-27,298-7%$76.1M$74.4M-$1.7M2026-10-20
Commonwealth Equity Services, LLC
DECREASED389,530475,318-85,788-18%$86.0M$74.3M-$11.7M2026-11-02
Kestra Advisory Services, LLC
INCREASED372,905310,914+61,991+20%$56.2M$71.2M+$14.9M2026-11-02
Keybank National Association
INCREASED367,303347,253+20,050+6%$62.8M$70.1M+$7.3M2026-11-04
Swiss Life Asset Management Ltd
INCREASED351,755338,521+13,234+4%$61.2M$67.1M+$5.9M2026-11-03
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED350,058342,793+7,265+2%$62.0M$66.8M+$4.8M2026-10-20
Bank Pictet & Cie (Europe) AG
INCREASED347,447337,724+9,723+3%$61.1M$66.3M+$5.2M2026-10-20
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED344,351344,243+108+0%$62.3M$65.7M+$3.4M2026-11-03
Factory Mutual Insurance Co
DECREASED338,406394,256-55,850-14%$71.3M$64.6M-$6.8M2026-10-30
Daiwa Securities Group Inc.
DECREASED322,651354,319-31,668-9%$64.1M$61.6M-$2.5M2026-10-29
Waters Parkerson & Co., LLC
DECREASED320,523325,203-4,680-1%$58.8M$61.2M+$2.3M2026-11-04
Vaughan David Investments LLC
INCREASED314,485312,528+1,957+1%$56.5M$60.0K-$56.5M2026-11-05
Neos Investment Management LLC
INCREASED292,786254,266+38,520+15%$46.0M$55.9M+$9.9M2026-11-04
Rakuten Investment Management, Inc.
INCREASED279,750254,918+24,832+10%$46.6M$54.2M+$7.6M2026-10-30
IFM Investors Pty Ltd
INCREASED279,304268,704+10,600+4%$48.6M$53.3M+$4.7M2026-10-14
Midwest Trust Co
INCREASED276,798274,753+2,045+1%$49.7M$52.8M+$3.1M2026-10-22
Amalgamated Bank
DECREASED270,992278,155-7,163-3%$50.3M$51.7K-$50.3M2026-10-23
Xponance LLC
INCREASED261,515254,991+6,524+3%$46.1M$49.9M+$3.8M2026-11-03
Annex Advisory Services, LLC
INCREASED261,500256,496+5,004+2%$46.4M$49.9M+$3.5M2026-10-16
Cambridge Investment Research Advisors, Inc.
INCREASED256,842244,666+12,176+5%$44.3M$49.0K-$44.2M2026-11-02
Cullen T Bankers, Inc.
DECREASED255,862269,279-13,417-5%$48.7M$48.8M+$108.3K2026-10-28
Cincinnati Insurance Co
UNCHANGED242,435242,43500%$43.9M$46.3M+$2.4M2026-11-03
ProShare Advisors LLC
INCREASED238,469236,021+2,448+1%$42.7M$45.5M+$2.8M2026-10-29
Sterling Capital Management LLC
DECREASED232,010255,663-23,653-9%$46.3M$44.3M-$2.0M2026-10-22
New York Life Investment Management LLC
DECREASED213,375213,567-1920%$38.6M$40.7M+$2.1M2026-11-04
Atria Investments, Inc
INCREASED196,394176,615+19,779+11%$32.0M$37.5M+$5.5M2026-10-15
Adams Diversified Equity Fund, Inc.
UNCHANGED196,235196,23500%$35.5M$37.4M+$1.9M2026-10-21
Allspring Global Investments Holdings, LLC
INCREASED193,152184,541+8,611+5%$32.8M$36.3M+$3.6M2026-11-04
Oppenheimer Asset Management Inc.
DECREASED192,379194,006-1,627-1%$35.1M$36.7M+$1.6M2026-10-27
Oregon Public Employees Retirement Fund
INCREASED191,649191,600+49+0%$34.7M$36.6M+$1.9M2026-10-30
State of Alaska, Department of Revenue
DECREASED190,699194,769-4,070-2%$35.2M$36.4K-$35.2M2026-10-15
Cortland Associates Inc
DECREASED186,384191,866-5,482-3%$34.7M$35.6M+$856.0K2026-10-29
Mutual of America Capital Management LLC
DECREASED184,354185,952-1,598-1%$33.6M$35.2M+$1.5M2026-10-23
RWC Asset Management LLP
INCREASED181,778177,837+3,941+2%$32.2M$34.7M+$2.5M2026-10-22
Tokio Marine Asset Management Co LTD
INCREASED176,814176,155+659+0%$31.9M$33.7M+$1.9M2026-10-26
Tctc Holdings, LLC
UNCHANGED173,961173,96100%$31.5M$33.2M+$1.7M2026-11-02
Eagle Global Advisors LLC
DECREASED168,694168,828-1340%$30.5M$32.2M+$1.6M2026-11-02
Busey Bank
DECREASED167,034167,964-930-1%$30.4M$31.9M+$1.5M2026-10-26
Sapient Capital LLC
INCREASED166,865130,817+36,048+28%$23.9M$31.8M+$8.0M2026-10-08
Conning Inc.
DECREASED162,835163,924-1,089-1%$29.7M$31.1M+$1.4M2026-10-27
Americana Partners, LLC
INCREASED161,053160,578+475+0%$29.1M$30.7M+$1.7M2026-10-28
Vise Technologies, Inc.
INCREASED160,189144,193+15,996+11%$26.1M$30.6M+$4.5M2026-10-29
KBC Group NV
INCREASED158,153147,061+11,092+8%$26.6M$30.2K-$26.6M2026-10-22
Choreo, LLC
INCREASED152,500142,435+10,065+7%$25.8M$29.1M+$3.3M2026-10-28
Lido Advisors, LLC
INCREASED148,483123,240+25,243+20%$22.5M$28.3M+$5.9M2026-11-04
Pittenger & Anderson Inc
INCREASED139,866135,255+4,611+3%$24.5M$26.7M+$2.2M2026-11-02
Foster Victor Wealth Advisors, LLC
INCREASED137,417128,847+8,570+7%$22.7M$27.6M+$5.0M2026-10-21
Brookstone Capital Management
DECREASED135,687139,655-3,968-3%$25.3M$25.9M+$626.7K2026-10-22
HB Wealth Management, LLC
INCREASED129,942104,512+25,430+24%$18.9M$24.8M+$5.9M2026-10-23
Weinberger Asset Management, Inc
DECREASED126,996127,059-630%$24.2M$24.2M-$12.0K2026-10-28
Beese Fulmer Investment Management, Inc.
INCREASED121,841120,335+1,506+1%$21.8M$23.2M+$1.5M2026-10-23
Kinsale Capital Group, Inc.
INCREASED120,097105,305+14,792+14%$19.1M$22.9M+$3.9M2026-11-04
Troy Asset Management Ltd
DECREASED118,802123,550-4,748-4%$22.4M$22.7M+$318.4K2026-10-28
Intact Investment Management Inc.
DECREASED117,280157,800-40,520-26%$28.5M$22.4M-$6.2M2026-11-03
Markel Group Inc.
UNCHANGED114,500114,50000%$20.7M$21.8M+$1.1M2026-10-30
Investment Management Associates Inc
DECREASED108,053114,566-6,513-6%$20.7M$20.6M-$107.5K2026-10-29
Park Avenue Securities LLC
INCREASED106,808104,709+2,099+2%$18.9M$20.4K-$18.9M2026-10-26
GW Henssler & Associates LTD
DECREASED105,808107,196-1,388-1%$19.4M$20.2M+$797.3K2026-10-26
Carnegie Investment Counsel
DECREASED104,689105,172-4830%$19.0M$20.0M+$950.1K2026-10-20
Illinois Municipal Retirement Fund
DECREASED104,128109,914-5,786-5%$19.9M$19.9M-$14.8K2026-11-05
Cullen Investment Group, Ltd.
INCREASED103,98895,506+8,482+9%$17.3M$21.0M+$3.7M2026-10-13
Foyston, Gordon & Payne Inc
INCREASED103,481103,084+397+0%$18.7M$19.7M+$1.0M2026-11-02
J.W. Cole Advisors, Inc.
DECREASED98,67898,734-560%$17.9M$18.8M+$967.9K2026-11-05
TrueMark Investments, LLC
INCREASED96,82585,665+11,160+13%$15.5M$18.5M+$3.0M2026-11-05
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED96,69293,226+3,466+4%$16.9M$18.5M+$1.6M2026-10-27
Maryland State Retirement & Pension System
INCREASED95,78284,109+11,673+14%$15.2M$18.3M+$3.1M2026-11-05
Thrivent Financial for Lutherans
INCREASED93,69270,194+23,498+33%$12.7M$17.9K-$12.7M2026-11-05
Clifford Swan Investment Counsel LLC
DECREASED92,78593,457-672-1%$16.9M$17.7M+$797.9K2026-11-05
Sky Investment Group LLC
INCREASED90,46484,858+5,606+7%$15.4M$17.3M+$1.9M2026-10-30
Davidson Investment Advisors
DECREASED90,008114,953-24,945-22%$20.8M$17.2M-$3.6M2026-10-20
CFM Wealth Partners LLC
UNCHANGED89,63189,63100%$16.2M$17.1M+$888.2K2026-11-05
D.A. Davidson & Co.
INCREASED89,47587,974+1,501+2%$15.9M$17.1M+$1.2M2026-10-28
Violich Capital Management, Inc.
INCREASED88,27086,345+1,925+2%$15.6M$16.8M+$1.2M2026-10-05
Central Trust Co
INCREASED88,16687,796+370+0%$15.9M$16.8M+$940.6K2026-11-05
Yousif Capital Management, LLC
DECREASED88,12489,803-1,679-2%$16.2M$16.8M+$569.6K2026-10-22
Channing Capital Management, LLC
INCREASED87,48964,211+23,278+36%$11.6M$16.7M+$5.1M2026-11-02
Hartford Investment Management Co
DECREASED83,43386,195-2,762-3%$15.6M$15.9M+$327.1K2026-11-04
Oliver Luxxe Assets LLC
DECREASED82,40083,152-752-1%$15.0M$15.7M+$680.7K2026-10-14
Farther Finance Advisors, LLC
INCREASED81,64277,888+3,754+5%$14.1M$15.6M+$1.5M2026-10-08
Global X Japan Co., Ltd.
DECREASED80,58495,612-15,028-16%$17.3M$15.4M-$1.9M2026-10-21
Glenview Trust Co
INCREASED78,99875,762+3,236+4%$13.7M$15.1M+$1.4M2026-10-28
First Horizon Corp
INCREASED78,32778,174+153+0%$14.1M$14.9M+$803.9K2026-10-26
Diversify Wealth Management, LLC
INCREASED78,29176,367+1,924+3%$14.9M$15.7M+$708.3K2026-10-20
Diversify Advisory Services, LLC
INCREASED78,29176,367+1,924+3%$14.9M$15.7M+$708.3K2026-10-20
New Mexico Educational Retirement Board
UNCHANGED77,41177,41100%$14.0M$14.8K-$14.0M2026-11-05
Louisiana State Employees Retirement System
DECREASED76,70079,600-2,900-4%$14.4M$14.6M+$235.5K2026-10-20
Ritholtz Wealth Management
INCREASED75,03972,487+2,552+4%$13.1M$14.3M+$1.2M2026-11-05
Ascent Group, LLC
DECREASED74,58477,841-3,257-4%$14.1M$14.2M+$150.0K2026-10-30
Capital Investment Advisors, LLC
DECREASED74,14274,755-613-1%$13.5M$14.1M+$623.9K2026-10-22
Concurrent Investment Advisors, LLC
INCREASED73,82552,588+21,237+40%$9.5M$14.1M+$4.6M2026-10-16
Cantor Fitzgerald Investment Advisors L.P.
INCREASED73,50971,459+2,050+3%$12.9M$14.0M+$1.1M2026-10-21
LEE Danner & Bass Inc
INCREASED73,38873,284+104+0%$13.3M$14.0M+$746.1K2026-10-27
TD Private Client Wealth LLC
INCREASED73,11068,760+4,350+6%$12.4M$14.0M+$1.5M2026-10-28
United Asset Strategies, Inc.
INCREASED73,04071,528+1,512+2%$12.9M$13.9M+$997.3K2026-10-28
Cardinal Point Capital Management ULC
DECREASED72,60173,386-785-1%$13.3M$13.9M+$577.5K2026-10-21
Mill Capital Management, LLC
DECREASED72,05672,222-1660%$13.1M$13.7M+$684.0K2026-10-26
SP Asset Management LLC
INCREASED71,57971,068+511+1%$12.9M$13.7M+$801.7K2026-11-05
First National Trust Co
DECREASED71,51973,522-2,003-3%$13.3M$13.6M+$346.4K2026-10-28
Talbot Financial, LLC
INCREASED71,38971,044+345+0%$12.9M$13.6M+$769.9K2026-10-19
Cambiar Investors LLC
NEW70,000—+70,000——$13.4M—2026-11-04
Benedict Financial Advisors Inc
DECREASED69,31269,528-2160%$12.6M$13.2M+$647.9K2026-10-07
TCV Trust & Wealth Management, Inc.
INCREASED69,30768,464+843+1%$12.4M$13.2M+$839.3K2026-10-16
Alps Advisors Inc
INCREASED67,82861,777+6,051+10%$11.2M$12.9M+$1.8M2026-11-03
Pinnacle Associates LTD
DECREASED67,57467,844-2700%$12.3M$12.9M+$620.8K2026-10-20
First Fiduciary Investment Counsel, Inc.
DECREASED67,36573,942-6,577-9%$13.4M$12.9K-$13.4M2026-10-27
Oppenheimer & Co Inc
INCREASED67,23358,686+8,547+15%$10.6M$12.8M+$2.2M2026-10-26
Robeco Institutional Asset Management B.V.
DECREASED65,84897,873-32,025-33%$17.7M$12.6M-$5.1M2026-10-20
Teamwork Financial Advisors, LLC
DECREASED64,00965,695-1,686-3%$11.9M$12.2M+$329.4K2026-10-19
Citizens National Bank Trust Department
DECREASED63,59563,677-820%$11.5M$12.1M+$615.4K2026-11-04
Meiji Yasuda America Inc
INCREASED63,22649,789+13,437+27%$9.0M$12.1M+$3.1M2026-10-22
Copeland Capital Management, LLC
DECREASED63,08764,940-1,853-3%$11.7M$12.0M+$289.9K2026-10-13
Apollon Wealth Management, LLC
INCREASED62,43159,303+3,128+5%$10.7M$11.9M+$1.2M2026-10-23
Fifth Third Wealth Advisors LLC
DECREASED62,04963,294-1,245-2%$11.5M$11.8M+$389.7K2026-10-22
Cypress Capital Group
INCREASED61,69858,129+3,569+6%$10.5M$11.8M+$1.3M2026-11-03
Univest Financial Corp
DECREASED60,83971,404-10,565-15%$12.9M$11.6M-$1.3M2026-11-05
Viking Fund Management LLC
INCREASED60,00030,000+30,000+100%$5.4M$11.4M+$6.0M2026-10-14
Linscomb Wealth, Inc.
DECREASED58,99660,146-1,150-2%$10.9M$11.3M+$376.6K2026-11-05
Turtle Creek Wealth Advisors, LLC
INCREASED58,63954,340+4,299+8%$9.8M$11.2M+$1.4M2026-10-15
Elevation Point Wealth Partners, LLC
INCREASED57,52356,673+850+2%$10.3M$11.0M+$688.6K2026-11-05
Meyer Handelman Co
UNCHANGED57,33957,33900%$10.4M$10.9M+$567.8K2026-10-28
Quilter Plc
DECREASED56,92257,747-825-1%$10.4M$10.9M+$414.8K2026-10-21
Narwhal Capital Management
DECREASED56,54757,529-982-2%$10.4M$10.8M+$382.7K2026-11-04
Sagespring Wealth Partners, LLC
INCREASED56,26753,981+2,286+4%$9.8M$10.7M+$971.2K2026-10-22
First Citizens Bank & Trust Co
INCREASED56,04750,839+5,208+10%$9.2M$10.7M+$1.5M2026-10-14
CoreCap Advisors, LLC
INCREASED54,98151,968+3,013+6%$9.4M$10.5M+$1.1M2026-10-08
Oak Harvest Investment Services
INCREASED54,95752,446+2,511+5%$9.5M$10.5M+$998.8K2026-10-20
Gamma Investing LLC
INCREASED53,16849,012+4,156+8%$8.9M$10.1M+$1.3M2026-10-08
Searle & Co.
DECREASED53,00156,401-3,400-6%$10.2M$10.1M-$89.9K2026-11-04
Regions Financial Corp
DECREASED52,54653,493-947-2%$9.7M$10.0M+$349.4K2026-11-05
Sanders Morris Harris LLC
INCREASED52,00136,300+15,701+43%$6.6M$9.9M+$3.3M2026-10-14
Veritas Asset Management LLP
UNCHANGED51,38751,38700%$9.3M$9.8M+$509.2K2026-11-05
Kestra Private Wealth Services, LLC
INCREASED51,37544,377+6,998+16%$8.0M$9.8M+$1.8M2026-10-30
IFP Advisors, Inc
INCREASED51,04943,201+7,848+18%$7.8M$9.7M+$1.9M2026-10-16
TD Waterhouse Canada Inc.
DECREASED50,71363,181-12,468-20%$11.2M$9.5M-$1.7M2026-10-16
Prospera Financial Services Inc
INCREASED50,28736,505+13,782+38%$6.6M$10.5M+$3.9M2026-11-04
Mesirow Financial Investment Management, Inc.
DECREASED49,96351,473-1,510-3%$9.3M$9.5M+$222.3K2026-11-05
Private Management Group Inc
DECREASED48,44253,636-5,194-10%$9.7M$9.2M-$459.6K2026-11-04
North Dakota State Investment Board
INCREASED47,76546,328+1,437+3%$8.4M$9.1M+$733.3K2026-10-27
B. Metzler seel. Sohn & Co. AG
INCREASED47,60847,342+266+1%$8.6M$9.1M+$519.9K2026-10-30
Ethic Inc.
INCREASED47,45144,092+3,359+8%$8.0M$9.1M+$1.1M2026-11-03
Klein Pavlis & Peasley Financial, Inc.
INCREASED46,32544,808+1,517+3%$8.1M$8.8M+$733.5K2026-10-13
Asset Planning Services Inc
DECREASED46,04046,595-555-1%$8.4M$8.8K-$8.4M2026-10-15
Csenge Advisory Group
INCREASED45,93743,892+2,045+5%$7.9M$8.8M+$825.1K2026-11-04
Euro Pacific Asset Management, LLC
DECREASED45,67345,877-2040%$3.8K$8.7M+$8.7M2026-11-03
Altrius Capital Management Inc
INCREASED45,32444,148+1,176+3%$8.0M$8.6M+$662.0K2026-11-05
Norden Group LLC
DECREASED44,95146,136-1,185-3%$8.3M$8.6M+$231.4K2026-10-20
Peterson Wealth Services
INCREASED44,81944,271+548+1%$8.0M$8.6M+$543.2K2026-10-26
Assenagon Asset Management S.A.
DECREASED44,723788,905-744,182-94%$142.7M$8.5M-$134.2M2026-10-15
Mengis Capital Management, Inc.
INCREASED44,60744,262+345+1%$8.0M$8.5M+$504.5K2026-10-13
FFG Partners, LLC
NEW44,550—+44,550——$8.5M—2026-10-15
Kennon-Green & Company, LLC
DECREASED44,10246,500-2,398-5%$8.4M$8.4M+$3.2K2026-10-05
Apella Capital, LLC
INCREASED44,04242,100+1,942+5%$7.9M$8.5M+$580.4K2026-10-08
Cohen Klingenstein LLC
UNCHANGED43,67943,67900%$7.9M$8.3M+$432.9K2026-10-15
Hosking Partners LLP
DECREASED43,64043,937-297-1%$7.9M$8.3M+$378.7K2026-10-21
Investmark Advisory Group LLC
INCREASED43,47142,661+810+2%$7.7M$8.3M+$577.6K2026-10-27
Patriot Financial Group Insurance Agency, LLC
DECREASED43,38345,816-2,433-5%$8.3M$8.3M-$9.5K2026-10-14
Ardent Capital Management, Inc.
DECREASED43,14743,836-689-2%$7.9M$8.2M+$302.9K2026-10-16
Wedmont Private Capital
INCREASED43,09536,545+6,550+18%$6.6M$8.6M+$2.0M2026-10-09
Williams Jones Wealth Management, Llc.
INCREASED42,89842,448+450+1%$7.7M$8.2M+$506.5K2026-11-05
Florida Trust Wealth Management Co
INCREASED42,88941,396+1,493+4%$7.5M$8.2M+$695.1K2026-11-05
Equitable Trust Co
DECREASED42,33743,449-1,112-3%$7.9M$8.1M+$218.4K2026-10-13
Ninety One SA (PTY) Ltd
DECREASED42,29868,510-26,212-38%$12.5M$8.1M-$4.4M2026-10-15
Ridgepath Capital Management LLC
INCREASED42,17941,859+320+1%$7.6M$8.0M+$475.8K2026-10-29
Deltec Asset Management LLC
DECREASED41,93842,089-1510%$7.6M$8.0M+$388.3K2026-10-26
Strategy Asset Managers LLC
DECREASED41,33946,133-4,794-10%$8.3M$7.9M-$457.6K2026-10-14
3Chopt Investment Partners, LLC
INCREASED41,10539,383+1,722+4%$7.2M$7.8M+$661.1K2026-10-30
Sowell Financial Services LLC
DECREASED41,01543,246-2,231-5%$7.8M$7.8M+$2.9K2026-10-23
MGO One Seven LLC
DECREASED40,99344,967-3,974-9%$8.1M$7.8M-$312.6K2026-10-28
Savoir Faire Capital Management, L.P.
DECREASED40,84752,754-11,907-23%$9.5M$7.8M-$1.7M2026-11-03
Generali Asset Management SPA SGR
DECREASED40,79640,948-1520%$7.4M$7.8M+$376.8K2026-10-26
AlphaCore Capital LLC
INCREASED40,04838,226+1,822+5%$6.9M$7.6M+$726.5K2026-11-04
Compound Planning, Inc.
INCREASED40,02921,306+18,723+88%$3.9M$7.6M+$3.8M2026-11-05
Frank, Rimerman Advisors LLC
INCREASED39,58330,842+8,741+28%$5.6M$7.6M+$2.0M2026-10-16
Citadel Investment Advisory, Inc.
INCREASED39,45539,030+425+1%$7.1M$7.5M+$468.0K2026-10-15
Tufton Capital Management
DECREASED39,35739,565-208-1%$7.2M$7.5K-$7.1M2026-10-20
Quadrant Capital Group LLC
INCREASED39,17639,142+34+0%$7.1M$7.8M+$726.2K2026-10-20
Cornerstone Wealth Group, LLC
INCREASED39,04638,313+733+2%$6.9M$7.5M+$519.5K2026-11-02
Greenleaf Trust
INCREASED37,87737,425+452+1%$6.8M$7.2M+$457.1K2026-10-29
Procyon Advisors, LLC
DECREASED37,76038,068-308-1%$6.9M$7.2M+$318.3K2026-10-21
Hourglass Capital, LLC
DECREASED37,51437,624-1100%$6.8M$7.2M+$351.9K2026-10-26
Heritage Investors Management Corp
DECREASED37,22037,804-584-2%$6.8M$7.1K-$6.8M2026-10-29
King Luther Capital Management Corp
DECREASED36,47537,515-1,040-3%$6.8M$7.0M+$173.3K2026-11-05
Applied Finance Capital Management, LLC
DECREASED36,31940,140-3,821-10%$7.3M$6.9M-$331.3K2026-11-03
Principle Wealth Partners LLC
INCREASED35,75635,368+388+1%$6.4M$6.8M+$424.5K2026-11-02
Globalt Investments LLC / GA
DECREASED35,73336,636-903-2%$6.6M$6.8M+$190.8K2026-10-27
Krilogy Financial LLC
INCREASED35,44430,335+5,109+17%$5.5M$7.2M+$1.7M2026-10-13
Hennessy Advisors Inc
UNCHANGED35,30035,30000%$6.4M$6.7M+$349.8K2026-10-28
Signaturefd, LLC
INCREASED35,17231,730+3,442+11%$5.7M$6.7M+$971.1K2026-10-23
Hennion & Walsh Asset Management, Inc.
DECREASED34,60937,012-2,403-6%$6.7M$6.6M-$91.8K2026-10-13
Valeo Financial Advisors, LLC
INCREASED34,23532,723+1,512+5%$5.9M$6.5M+$612.9K2026-10-08
CFC Planning Co LLC
INCREASED33,50031,698+1,802+6%$5.7M$6.4M+$658.1K2026-10-28
Fulton Bank, N.A.
INCREASED33,33532,727+608+2%$5.9M$6.4M+$440.3K2026-10-14
Orca Wealth Management, LLC
INCREASED33,19232,450+742+2%$5.9M$6.3M+$463.2K2026-10-14
First Bank & Trust
INCREASED32,95030,928+2,022+7%$5.6M$6.3M+$692.3K2026-10-19
Prosperitas Financial LLC
INCREASED32,83530,745+2,090+7%$5.6M$6.3M+$703.7K2026-10-28
Cincinnati Specialty Underwriters Insurance Co
UNCHANGED32,62032,62000%$5.9M$6.2M+$323.3K2026-11-03
Confluence Wealth Services, Inc.
INCREASED32,56328,370+4,193+15%$5.1M$6.2M+$1.1M2026-11-05
Fideuram Asset Management (Ireland) dac
DECREASED32,48659,920-27,434-46%$10.4M$6.2M-$4.3M2026-10-29
Citizens Financial Group Inc
DECREASED32,40233,364-962-3%$6.0M$6.2M+$147.1K2026-10-23
Beverly Hills Private Wealth, LLC
INCREASED32,33229,510+2,822+10%$5.3M$6.2M+$830.9K2026-11-04
StoneX Group Inc.
INCREASED31,91429,703+2,211+7%$5.4M$6.1M+$672.4K2026-11-03
Brighton Jones LLC
INCREASED31,88831,276+612+2%$5.7M$6.1M+$426.6K2026-11-03
Vest Financial, LLC
DECREASED31,87132,232-361-1%$5.8M$6.1M+$250.5K2026-10-21
Wilmington Savings Fund Society, FSB
DECREASED31,85032,946-1,096-3%$6.0M$6.1M+$117.4K2026-10-23
Bokf, NA
DECREASED31,27933,319-2,040-6%$6.0M$6.0M-$59.1K2026-10-27
Daymark Wealth Partners, LLC
INCREASED31,06626,883+4,183+16%$4.9M$5.9M+$1.1M2026-11-04
Harbor Capital Advisors, Inc.
INCREASED31,00030,868+132+0%$5.6M$5.9K-$5.6M2026-10-22
Philadelphia Trust Co
DECREASED30,19130,436-245-1%$5.5M$5.8K-$5.5M2026-11-05
MassMutual Private Wealth & Trust, FSB
DECREASED30,11730,310-193-1%$5.5M$5.7M+$263.5K2026-10-05
Tema Etfs LLC
DECREASED29,84231,005-1,163-4%$5.6M$5.7M+$85.3K2026-10-16
Means Investment Co., Inc.
DECREASED29,84030,295-455-1%$5.5M$5.7M+$213.4K2026-11-03
Pekin Hardy Strauss, Inc.
DECREASED29,80029,938-1380%$5.4M$5.7M+$270.4K2026-11-02
RFG Advisory, LLC
INCREASED29,72923,760+5,969+25%$4.3M$5.7M+$1.4M2026-11-03
Hunter Associates Investment Management LLC
INCREASED29,68329,476+207+1%$5.3M$5.7K-$5.3M2026-10-26
Portside Wealth Group, LLC
INCREASED29,59329,002+591+2%$5.2M$5.6M+$400.2K2026-10-20
Parthenon LLC
INCREASED29,47029,441+29+0%$5.3M$5.6M+$297.3K2026-10-22
Jefferies Financial Group Inc.
INCREASED29,4038,795+20,608+234%$1.6M$5.6M+$4.0M2026-11-05
SWS Partners
INCREASED29,33127,880+1,451+5%$5.1M$5.6M+$512.4K2026-10-26
Howard Capital Management Group, LLC
UNCHANGED29,27429,27400%$5.3M$5.6M+$290.1K2026-10-16
NBT Bank, N.A.
INCREASED29,24628,974+272+1%$5.2M$5.6M+$339.0K2026-10-21
Range Financial Group LLC
INCREASED29,14328,222+921+3%$5.1M$5.6M+$455.5K2026-10-21
Old National Bancorp
DECREASED28,95331,443-2,490-8%$5.7M$5.5M-$163.5K2026-10-20
Cullinan Associates Inc
DECREASED28,82529,355-530-2%$5.3M$5.5M+$189.8K2026-11-03
Prime Capital Investment Advisors, LLC
DECREASED28,66232,240-3,578-11%$5.8M$5.5M-$363.4K2026-10-20
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED28,41928,41900%$5.1M$5.1M$02026-10-15
Guyasuta Investment Advisors Inc
INCREASED28,31928,174+145+1%$5.1M$5.4M+$306.9K2026-10-15
Larson Financial Group LLC
INCREASED28,30528,291+14+0%$5.1M$5.4M+$283.1K2026-11-05
Gerald Baker Financial Group LLC
UNCHANGED27,98627,98600%$5.1M$5.3M+$277.3K2026-10-09
First American Bank
INCREASED27,85225,841+2,011+8%$4.7M$5.3M+$639.8K2026-10-27
Ashton Thomas Private Wealth, LLC
INCREASED27,61627,400+216+1%$5.0M$5.3M+$312.7K2026-11-03
Salomon & Ludwin, LLC
DECREASED27,45227,598-146-1%$4.9M$5.2M+$334.6K2026-10-29
Wesbanco Bank Inc
DECREASED27,41127,935-524-2%$5.1M$5.2M+$176.9K2026-11-04
Calamos Wealth Management LLC
INCREASED26,9315,360+21,571+402%$969.7K$5.1M+$4.2M2026-11-02
Verus Financial Partners, Inc.
DECREASED26,69826,723-250%$4.8M$5.1M+$260.2K2026-10-29
Verdence Capital Advisors LLC
INCREASED26,56523,953+2,612+11%$4.3M$5.1M+$735.8K2026-10-26
Venture Visionary Partners LLC
INCREASED26,51026,419+91+0%$4.8M$5.1M+$278.9K2026-10-07
Retirement Planning Group, LLC
DECREASED26,50627,785-1,279-5%$5.0M$5.1M+$31.3K2026-10-19
AdvisorNet Financial, Inc
INCREASED26,49626,252+244+1%$4.7M$5.4M+$697.9K2026-10-15
Verity & Verity, LLC
DECREASED26,28626,596-310-1%$4.8M$5.0M+$204.4K2026-10-23
O'Domhnaill Enterprises, Inc.
DECREASED25,83427,630-1,796-6%$5.0M$4.9M-$68.9K2026-10-29
Plan Group Financial, LLC
INCREASED25,36923,686+1,683+7%$4.3M$5.1M+$786.3K2026-10-22
Provenance Wealth Advisors, LLC
INCREASED25,340319+25,021+7844%$57.7K$4.8M+$4.8M2026-10-30
Financial Security Advisor, Inc.
DECREASED25,28226,012-730-3%$4.7M$4.8M+$80.3K2026-11-03
Rossmore Private Capital
INCREASED25,27725,077+200+1%$4.6M$4.8M+$249.8K2026-10-27
Crestwood Advisors Group, LLC
DECREASED25,18525,730-545-2%$4.7M$4.8M+$151.1K2026-10-27
Keystone Financial Planning, Inc.
DECREASED25,08425,244-160-1%$4.6M$4.8M+$219.8K2026-10-08
SteelPeak Wealth, LLC
INCREASED25,08213,033+12,049+92%$2.4M$4.8M+$2.4M2026-10-16
Carolina Wealth Advisors, LLC
INCREASED25,03824,788+250+1%$4.5M$4.8M+$293.4K2026-10-23
Phraction Management LLC
DECREASED24,95925,004-450%$4.5M$4.8M+$239.2K2026-10-14
Avidian Wealth Enterprises, LLC
DECREASED24,84225,407-565-2%$4.6M$4.7M+$144.0K2026-10-08
Mather Group, Llc.
INCREASED24,77724,528+249+1%$4.4M$4.7M+$290.6K2026-10-14
Elite Wealth Management, Inc.
INCREASED24,63610,093+14,543+144%$1.8M$4.7M+$2.9M2026-11-03
Indivisible Partners
INCREASED24,48621,390+3,096+14%$3.9M$4.7M+$802.8K2026-10-26
Tower View Wealth Management LLC
INCREASED24,39124,193+198+1%$4.4M$4.7M+$277.5K2026-10-23
Pictet North America Advisors SA
INCREASED24,37621,374+3,002+14%$3.9M$4.7M+$784.7K2026-10-21
Baldwin Wealth Partners LLC
DECREASED24,28225,792-1,510-6%$4.7M$4.6M-$32.5K2026-10-13
Kathmere Capital Management, LLC
DECREASED24,15025,418-1,268-5%$4.6M$4.6M+$10.0K2026-10-20
Private Trust Co NA
INCREASED24,11223,304+808+3%$4.2M$4.6M+$385.1K2026-10-20
Crossmark Global Holdings, Inc.
DECREASED24,09425,406-1,312-5%$4.6M$4.6M+$1.4K2026-10-21
Live Oak Private Wealth LLC
DECREASED24,06826,295-2,227-8%$4.8M$4.6M-$164.4K2026-11-02
Symphony Financial, Ltd. Co.
INCREASED24,01714,403+9,614+67%$2.6M$4.6M+$2.0M2026-10-22
Evergreen Capital Management LLC
INCREASED23,95922,803+1,156+5%$4.2M$4.6M+$413.0K2026-10-23
LVM Capital Management LTD
DECREASED23,89824,223-325-1%$4.4K$4.6M+$4.6M2026-10-20
Hendley & Co Inc
INCREASED23,72123,291+430+2%$4.2K$4.5K+$3122026-10-29
Blue Trust, Inc.
DECREASED23,39225,765-2,373-9%$4.7M$4.5M-$197.4K2026-10-15
Burke & Herbert Bank & Trust Co
INCREASED23,24623,234+12+0%$4.2M$4.4M+$232.5K2026-11-02
Charles Schwab Trust Co
INCREASED23,19918,170+5,029+28%$3.3M$4.4M+$1.1M2026-10-15
Portfolio Design Labs, LLC
INCREASED23,14222,632+510+2%$4.1M$4.4M+$321.6K2026-11-04
Caldwell Trust Co
DECREASED23,12423,186-620%$4.2M$4.4M+$217.9K2026-10-30
Montag A & Associates Inc
INCREASED23,10812,590+10,518+84%$2.3M$4.4M+$2.1M2026-10-29
Bryn Mawr Trust Advisors, LLC
DECREASED22,90722,964-570%$4.2M$4.4M+$216.8K2026-11-04
Community Trust & Investment Co
DECREASED22,82223,052-230-1%$4.2M$4.4M+$184.6K2026-10-15
Kestra Investment Management, LLC
DECREASED22,81427,270-4,456-16%$4.9M$4.4M-$580.1K2026-11-04
Gateway Investment Advisers LLC
INCREASED22,60616,985+5,621+33%$3.1M$4.3M+$1.2M2026-10-13
Parallel Advisors, LLC
INCREASED22,55321,629+924+4%$3.9M$4.3M+$390.6K2026-11-03
Salem Investment Counselors Inc
DECREASED22,54022,752-212-1%$4.1M$4.3M+$151.9K2026-10-13
VestGen Advisors, LLC
DECREASED22,49426,526-4,032-15%$4.8M$4.3M-$506.6K2026-10-27
Ascentis Independent Advisors
INCREASED22,280230+22,050+9587%$41.6K$4.3M+$4.2M2026-11-03
Capital Investment Advisory Services, LLC
INCREASED22,19721,798+399+2%$3.9M$4.2M+$296.5K2026-10-30
Avestar Capital, LLC
DECREASED22,01476,669-54,655-71%$13.9M$4.2M-$9.7M2026-10-28
Integrity Alliance, Llc.
INCREASED21,99821,124+874+4%$3.8M$4.2M+$376.1K2026-10-29
Welch Group, LLC
INCREASED21,94321,747+196+1%$3.9M$4.2M+$252.9K2026-10-29
Premier Fund Managers Ltd
DECREASED21,82624,526-2,700-11%$4.5K$4.2K-$2502026-11-02
Sepio Capital, LP
DECREASED21,74723,892-2,145-9%$4.3M$4.1M-$172.5K2026-10-22
Radnor Capital Management, LLC
UNCHANGED21,58521,58500%$3.9M$4.1M+$213.9K2026-10-23
Simplicity Wealth,LLC
INCREASED21,49418,065+3,429+19%$3.3M$4.1M+$833.3K2026-10-23
Pathway Financial Advisers, LLC
DECREASED21,48522,105-620-3%$4.0M$4.1M+$100.9K2026-10-27
NorthCrest Asset Manangement, LLC
INCREASED21,21717,937+3,280+18%$3.2M$4.3M+$1.0M2026-10-13
Chicago Trust Co NA
DECREASED21,19922,250-1,051-5%$4.0M$4.0M+$19.9K2026-10-28
Prudent Man Advisors, LLC
DECREASED21,19521,630-435-2%$3.9M$4.0M+$131.3K2026-11-03
Wealth Management Nebraska
UNCHANGED21,14221,14200%$3.8M$4.0M+$209.5K2026-10-26
Independence Bank of Kentucky
DECREASED21,06121,108-470%$3.8M$4.0M+$200.2K2026-10-26
Investment Research & Advisory Group, Inc.
DECREASED20,92221,071-149-1%$3.8M$4.0M+$176.3K2026-10-19
Strong Tower Advisory Services
DECREASED20,89020,988-980%$3.8M$4.0M+$189.2K2026-10-13
Parsons Capital Management Inc
DECREASED20,82424,576-3,752-15%$4.4M$4.0M-$472.4K2026-10-28
HUB Investment Partners, LLC
INCREASED20,75717,925+2,832+16%$3.2M$4.0M+$718.0K2026-11-03
Central Pacific Bank - Trust Division
DECREASED20,64322,412-1,769-8%$4.1M$3.9M-$115.5K2026-10-06
Accurate Wealth Management, LLC
INCREASED20,58616,366+4,220+26%$3.0M$4.1M+$1.1M2026-10-20
Goelzer Investment Management, Inc.
INCREASED20,41119,799+612+3%$3.6M$3.9M+$313.0K2026-10-16
Councilmark Asset Management, LLC
DECREASED20,39120,430-390%$3.7M$3.9M+$195.0K2026-10-20
Rockingstone Advisors LLC
INCREASED20,29620,251+45+0%$3.7M$3.9M+$209.3K2026-10-16
Gibbs Wealth Management
INCREASED20,03818,305+1,733+9%$3.3M$3.8M+$512.1K2026-10-22
American Assets Investment Management, LLC
UNCHANGED20,00020,00000%$3.6M$3.8M+$198.2K2026-10-30
Chicago Partners Investment Group LLC
INCREASED19,79416,436+3,358+20%$3.1M$3.9M+$807.1K2026-10-27
Beaumont Financial Advisors, LLC
DECREASED19,69920,018-319-2%$3.6M$3.8M+$137.5K2026-10-22
Aaron Wealth Advisors LLC
INCREASED19,69418,682+1,012+5%$3.4M$3.8M+$378.2K2026-10-13
Valley National Advisers Inc
DECREASED19,61619,646-300%$3.6M$3.7M+$189.0K2026-10-23
Keudell ison Wealth Management
INCREASED19,55418,824+730+4%$3.4M$3.7M+$325.8K2026-10-16
Primoris Wealth Advisors, LLC
INCREASED19,37319,298+75+0%$3.5M$3.7M+$205.6K2026-10-28
OpenArc Corporate Advisory, LLC
INCREASED19,29916,181+3,118+19%$2.9M$3.7M+$755.4K2026-10-21
CPC Advisors, LLC
DECREASED19,20533,471-14,266-43%$6.1M$3.7M-$2.4M2026-10-21
Fiduciary Family Office, LLC
INCREASED19,19218,400+792+4%$3.3M$3.7M+$333.3K2026-11-04
First Financial Bank - Trust Division
INCREASED19,17818,396+782+4%$3.3M$3.7M+$331.5K2026-10-01
Perigon Wealth Management, LLC
INCREASED18,94417,739+1,205+7%$3.2M$3.6M+$405.8K2026-10-22
Greenfield Savings Bank
DECREASED18,93719,101-164-1%$3.5M$3.6M+$158.0K2026-10-07
Independent Solutions Wealth Management, LLC
DECREASED18,54121,698-3,157-15%$3.9M$3.5M-$387.4K2026-10-28
First Merchants Corp
DECREASED18,44218,473-310%$3.3M$3.5M+$177.2K2026-10-15
J.Safra Asset Management Corp
INCREASED18,3919,836+8,555+87%$1.8M$3.5M+$1.7M2026-11-03
Nicholas Hoffman & Company, Llc.
INCREASED18,39117,635+756+4%$3.2M$3.5M+$318.9K2026-10-30
Tompkins Financial Corp
INCREASED18,31517,723+592+3%$3.2M$3.5M+$288.6K2026-10-05
Modera Wealth Management, LLC
DECREASED18,25718,707-450-2%$3.4M$3.5M+$99.6K2026-10-28
Axxcess Wealth Management, LLC
DECREASED18,24127,297-9,056-33%$4.9M$3.5M-$1.5M2026-10-21
Applied Capital LLC
INCREASED18,20417,965+239+1%$3.3M$3.5M+$223.6K2026-10-07
Grimes & Co Wealth Management, LLC
INCREASED18,16511,675+6,490+56%$2.1M$3.5M+$1.4M2026-10-29
HF Advisory Group, LLC
DECREASED18,15421,384-3,230-15%$3.9M$3.5M-$404.4K2026-10-09
Shrier Wealth Management, LLC
DECREASED18,04218,107-650%$3.3M$3.4M+$167.0K2026-10-20
Doliver Advisors, LP
DECREASED18,00420,832-2,828-14%$3.8M$3.4M-$333.2K2026-10-01
Dynamic Advisor Solutions LLC
DECREASED17,92319,390-1,467-8%$3.5M$3.4M-$87.7K2026-10-13
Jacobi Capital Management LLC
DECREASED17,82118,046-225-1%$3.3M$3.4M+$135.9K2026-11-05
Stonebridge Financial Group, LLC
INCREASED17,79611,134+6,662+60%$2.0M$3.4M+$1.4M2026-10-01
Trust Co of Toledo NA
DECREASED17,75218,287-535-3%$3.3M$3.4M+$79.1K2026-10-16
First Nebraska Trust Co
UNCHANGED17,62017,62000%$3.2M$3.4M+$174.6K2026-10-30
Stolper Co
INCREASED17,22717,188+39+0%$3.1K$3.3K+$1782026-10-13
Anchor Capital Advisors LLC
NEW17,044—+17,044——$3.3M—2026-11-05
Koa Wealth Management, LLC
DECREASED16,98317,492-509-3%$3.2M$3.2M+$76.2K2026-10-14
Pension & Wealth Management Advisors, Inc.
INCREASED16,55314,865+1,688+11%$2.7M$3.2M+$469.5K2026-10-16
Soltis Investment Advisors LLC
INCREASED16,54112,849+3,692+29%$2.3M$3.2M+$831.9K2026-10-28
St. Louis Trust Co
UNCHANGED16,50016,50000%$176.1K$3.1M+$3.0M2026-11-03
Raab & Moskowitz Asset Management LLC
UNCHANGED16,46416,46400%$3.0M$3.1M+$163.2K2026-11-02
Smith Salley Wealth Management
INCREASED16,22015,578+642+4%$2.8M$3.1M+$276.8K2026-11-03
Westbourne Investment Advisors, Inc.
UNCHANGED16,20416,20400%$2.9M$3.1M+$160.6K2026-10-20
Letson Investment Management, Inc.
INCREASED16,17416,004+170+1%$2.9M$3.1M+$191.0K2026-11-05
Cornerstone Wealth Management, LLC
INCREASED16,17315,192+981+6%$2.7M$3.1M+$337.6K2026-11-04
Bluesphere Advisors LLC
DECREASED16,16616,908-742-4%$3.1M$3.1M+$26.0K2026-10-19
Spire Wealth Management
INCREASED16,08213,253+2,829+21%$2.4M$3.1M+$671.1K2026-10-30
Washington Trust Bank
DECREASED15,87515,995-120-1%$2.9M$3.0M+$135.6K2026-11-03
Smallwood Wealth Investment Management, LLC
INCREASED15,82415,815+9+0%$2.9M$3.0M+$158.5K2026-10-30
Capital City Trust Co
DECREASED15,81715,882-650%$2.9M$3.0M+$145.0K2026-10-22
Raleigh Capital Management Inc.
DECREASED15,75715,958-201-1%$2.9M$3.0M+$119.7K2026-10-28
Everhart Financial Group, Inc.
INCREASED15,72615,494+232+2%$2.8M$3.0M+$197.8K2026-10-08
Lantz Financial LLC
DECREASED15,66715,672-50%$2.8M$3.0M+$154.4K2026-10-15
Lynch & Associates
INCREASED15,53215,282+250+2%$2.8M$3.0M+$199.2K2026-10-13
United Advisor Group, LLC
INCREASED15,52115,353+168+1%$2.8M$3.0M+$184.3K2026-11-03
Wealthcare Advisory Partners LLC
INCREASED15,51211,259+4,253+38%$2.0M$3.0M+$923.1K2026-10-21
Sigma Planning Corp
DECREASED15,46817,482-2,014-12%$3.2M$2.9M-$216.1K2026-10-23
Mechanics Bank Trust Department
DECREASED15,46416,904-1,440-9%$3.1M$3.0M-$107.3K2026-10-13
InvesTrust
DECREASED15,46218,261-2,799-15%$3.3M$3.0M-$353.1K2026-10-14
Hilton Head Capital Partners, LLC
DECREASED15,33816,675-1,337-8%$3.0M$2.9M-$89.8K2026-10-23
United Community Bank
INCREASED15,30514,937+368+2%$2.7M$2.9M+$218.2K2026-10-28
Koshinski Asset Management, Inc.
INCREASED15,28615,225+61+0%$2.8M$2.9M+$162.6K2026-10-29
Aprio Wealth Management, LLC
INCREASED15,26214,213+1,049+7%$2.6M$2.9M+$341.0K2026-10-28
Everett Harris & Co
UNCHANGED15,24315,24300%$2.8M$2.9M+$151.1K2026-10-28
Finivi Inc.
INCREASED15,23415,022+212+1%$2.7M$2.9M+$189.3K2026-10-13
Tilia Fiduciary Partners, Inc.
INCREASED15,0671,788+13,279+743%$323.5K$2.9M+$2.6M2026-10-09
1834 Investment Advisors Co
DECREASED14,96815,065-97-1%$2.7M$2.9M+$130.8K2026-10-16
Brown Miller Wealth Management, LLC
INCREASED14,94214,933+9+0%$2.7M$2.9M+$149.6K2026-11-02
American Capital Advisory, LLC
DECREASED14,90316,706-1,803-11%$3.0M$2.8M-$178.5K2026-10-28
Secure Asset Management, LLC
INCREASED14,80614,008+798+6%$2.5M$2.8M+$291.0K2026-10-19
Lee Financial Co
DECREASED14,77715,014-237-2%$2.7M$2.8M+$100.0K2026-10-16
Investors Asset Management of Georgia Inc
DECREASED14,73914,989-250-2%$2.7M$2.8M+$100.8K2026-10-20
Optimist Retirement Group LLC
INCREASED14,73314,389+344+2%$2.6M$2.8M+$208.2K2026-10-30
Acumen Wealth Advisors, LLC
INCREASED14,6729,815+4,857+49%$1.8M$2.8M+$1.0M2026-11-05
Cigna Investments Inc
DECREASED14,59714,735-138-1%$2.7M$2.8K-$2.7M2026-10-19
RKL Wealth Management LLC
DECREASED14,54614,664-118-1%$2.7M$2.8M+$122.8K2026-10-16
Independent Financial Group, LLC
INCREASED14,50814,469+39+0%$2.6M$2.8M+$150.9K2026-10-13
Welch & Forbes LLC
DECREASED14,50514,603-98-1%$2.6M$2.8M+$126.0K2026-11-04
Wedbush Securities Inc
DECREASED14,50415,473-969-6%$2.8M$2.8K-$2.8M2026-10-22
Shayne & Jacobs, LLC
DECREASED14,49814,631-133-1%$2.6M$2.8M+$119.6K2026-10-21
Community Bank & Trust, Waco, Texas
INCREASED14,47512,075+2,400+20%$2.2M$2.8K-$2.2M2026-10-19
LVW Advisors, LLC
INCREASED14,4219,733+4,688+48%$1.8M$2.8M+$991.0K2026-10-19
Burns J W & Co Inc
DECREASED14,40114,600-199-1%$2.6M$2.7M+$106.6K2026-10-20
Simon Quick Advisors, LLC
INCREASED14,3333,084+11,249+365%$557.9K$2.7M+$2.2M2026-10-26
Chickasaw Capital Management LLC
DECREASED14,28014,575-295-2%$2.6K$2.7M+$2.7M2026-10-08
Beacon Financial Group
INCREASED14,18014,037+143+1%$2.5M$2.7M+$166.4K2026-10-19
First County Bank
DECREASED14,09814,318-220-2%$2.6M$2.7M+$99.9K2026-10-13
Vivid Wealth Management, LLC
DECREASED14,00914,181-172-1%$2.6M$2.7M+$107.7K2026-10-27
Todd Asset Management LLC
UNCHANGED13,99713,99700%$2.5M$2.7M+$138.7K2026-10-27
Forvis Mazars Wealth Advisors, LLC
INCREASED13,94213,703+239+2%$2.5M$2.7M+$181.5K2026-10-13
Parkside Financial Bank & Trust
DECREASED13,93914,176-237-2%$2.6M$2.7M+$95.3K2026-10-27
Allegheny Financial Group
INCREASED13,92113,837+84+1%$2.5M$2.7M+$153.1K2026-11-05
Brian LOW Financial Group, LLC
INCREASED13,78313,144+639+5%$2.4M$2.6M+$252.2K2026-10-28
Kingswood Wealth Advisors, LLC
INCREASED13,69312,826+867+7%$2.3M$2.6M+$292.7K2026-10-23
Souders Financial Advisors
INCREASED13,67413,400+274+2%$2.4M$2.6M+$185.0K2026-11-03
Mystic Asset Management, Inc.
INCREASED13,65513,629+26+0%$2.5M$2.6M+$140.0K2026-10-15
Cobblestone Asset Management LLC
INCREASED13,65211,191+2,461+22%$2.0M$2.6M+$580.5K2026-10-13
Kessler Investment Group, LLC
DECREASED13,44313,498-550%$2.4M$2.6M+$123.3K2026-10-08
SeaCrest Wealth Management, LLC
DECREASED13,42314,711-1,288-9%$2.7M$2.6M-$99.9K2026-10-21
Wedgewood Investors Inc
DECREASED13,41413,564-150-1%$2.5M$2.6M+$105.8K2026-10-28
Dudley Capital Management, LLC
INCREASED13,37713,374+3+0%$2.4M$2.6M+$133.1K2026-10-23
Stackstone Wealth, LLC
NEW13,376—+13,376——$2.6M—2026-10-19
White Lighthouse Investment Management Inc.
INCREASED13,3598,532+4,827+57%$1.5M$2.5M+$1.0M2026-10-21
Thompson Siegel & Walmsley LLC
DECREASED13,35613,361-50%$2.4M$2.5K-$2.4M2026-11-05
EverSource Wealth Advisors, LLC
INCREASED13,27811,103+2,175+20%$2.0M$2.5M+$524.9K2026-11-04
Victory Financial Group, LLC
INCREASED13,24910,571+2,678+25%$1.9M$2.5M+$615.6K2026-10-27
Blueprint Investment Partners LLC
INCREASED13,16111,891+1,270+11%$2.2M$2.5M+$360.2K2026-10-28
Marino, Stram & Associates LLC
INCREASED13,14012,714+426+3%$2.3M$2.5M+$207.2K2026-10-22
SAX Wealth Advisors, LLC
INCREASED13,00411,794+1,210+10%$2.0M$2.5M+$531.4K2026-10-13
Nestegg Advisors, Inc.
NEW12,986—+12,986——$2.5M—2026-10-21
Gilliland Jeter Wealth Management LLC
UNCHANGED12,72912,72900%$2.3M$2.4M+$126.1K2026-10-28
Towne Trust Company, N.a
DECREASED12,63113,186-555-4%$2.4M$2.4M+$24.8K2026-10-28
Tanager Wealth Management LLP
DECREASED12,54417,755-5,211-29%$3.2M$2.4M-$818.5K2026-10-19
Retirement Planning Co of New England, Inc.
DECREASED12,54012,648-108-1%$2.3M$2.4M+$104.9K2026-10-15
Convergence Investment Partners, LLC
DECREASED12,53912,640-101-1%$2.3M$2.4M+$106.0K2026-10-28
International Assets Investment Management, LLC
INCREASED12,45711,684+773+7%$2.1M$2.3M+$268.0K2026-11-02
Masterinvest Kapitalanlage GmbH
DECREASED12,43312,965-532-4%$2.3M$2.4M+$27.0K2026-11-03
Rockland Trust Co
INCREASED12,42511,301+1,124+10%$2.0M$2.4M+$326.5K2026-10-05
CFS Investment Advisory Services, LLC
INCREASED12,37310,058+2,315+23%$1.8M$2.4M+$522.5K2026-10-19
CSU Producer Resources, Inc.
UNCHANGED12,00012,00000%$2.2M$2.3M+$118.9K2026-11-03
Mogy Joel R Investment Counsel Inc
UNCHANGED11,97511,97500%$2.2M$2.3M+$118.7K2026-10-13
Heritage Wealth Management, Inc.
DECREASED11,95512,184-229-2%$2.2M$2.3M+$77.0K2026-10-28
Compagnie Lombard Odier SCmA
INCREASED11,8767,410+4,466+60%$1.3M$2.3M+$925.6K2026-11-04
BAR Harbor Wealth Management
INCREASED11,79611,485+311+3%$2.1M$2.3M+$173.2K2026-10-21
Blue Capital, Inc.
DECREASED11,42716,339-4,912-30%$3.0M$2.2M-$775.4K2026-10-13
CWA Asset Management Group, LLC
INCREASED11,37510,897+478+4%$2.0M$2.2M+$199.2K2026-10-19
Summit Place Financial Advisors, LLC
NEW11,357—+11,357——$2.2M—2026-10-23
ASO Group Ltd
INCREASED11,32911,284+45+0%$2.0M$2.2K-$2.0M2026-11-05
AA Financial Advisors, LLC
INCREASED11,27910,779+500+5%$2.0M$2.2M+$202.2K2026-10-19
Howard Capital Management, LLC
DECREASED11,25411,374-120-1%$2.1M$2.1M+$89.8K2026-10-16
Alta Advisers Ltd
INCREASED11,2405,987+5,253+88%$1.1M$2.1M+$1.1M2026-11-02
Measured Risk Portfolios, Inc.
DECREASED11,21711,599-382-3%$2.1M$2.1M+$42.1K2026-10-21
Verity Asset Management, Inc.
DECREASED11,21211,360-148-1%$2.1M$2.1M+$84.4K2026-10-30
Wendell David Associates Inc
DECREASED11,13311,442-309-3%$2.1M$2.1K-$2.1M2026-10-27
Pinnacle Wealth Management Advisory Group, LLC
INCREASED11,12610,966+160+1%$2.0M$2.1M+$139.2K2026-10-23
Highland Financial Advisors, LLC
INCREASED11,09210,792+300+3%$2.0M$2.1M+$164.2K2026-10-19
Royal Fund Management, LLC
INCREASED11,08110,945+136+1%$2.0M$2.1M+$134.6K2026-10-22
Profund Advisors LLC
DECREASED11,03711,397-360-3%$2.1M$2.1M+$44.2K2026-10-29
Revisor Wealth Management LLC
DECREASED11,00614,848-3,842-26%$2.7M$2.2M-$508.3K2026-10-20
Summit Financial Wealth Advisors, LLC
DECREASED10,97711,102-125-1%$2.0M$2.1M+$86.1K2026-10-15
Integrated Advisors Network LLC
INCREASED10,8629,434+1,428+15%$1.7M$2.1M+$365.9K2026-10-20
M Holdings Securities, Inc.
NEW10,855—+10,855——$2.2K—2026-11-03
Foster Group, Inc.
INCREASED10,84410,787+57+1%$2.0M$2.1M+$117.8K2026-10-13
Pictet Bank & Trust Ltd
DECREASED10,72512,021-1,296-11%$2.2M$2.0M-$128.2K2026-10-21
Aspire Private Capital, LLC
DECREASED10,63811,393-755-7%$2.1M$2.0M-$31.0K2026-11-05
Valicenti Advisory Services Inc
DECREASED10,56410,844-280-3%$2.0K$2.0K+$542026-10-23
First Business Financial Services, Inc.
DECREASED10,51410,548-340%$1.9M$2.0M+$98.0K2026-10-29
Fire Capital Management LLC
DECREASED10,40010,900-500-5%$2.0M$2.0M+$12.6K2026-10-27
C2c Wealth Management, LLC
UNCHANGED10,25810,25800%$1.9M$2.0M+$101.7K2026-10-20
Monarch Capital Management Inc
DECREASED10,19510,213-180%$1.9M$1.9M+$82.8K2026-10-19
Trust Co of Vermont
INCREASED10,18010,160+20+0%$1.8M$1.9M+$104.5K2026-10-21
Onyx Bridge Wealth Group LLC
INCREASED10,1769,960+216+2%$1.8M$1.9M+$139.7K2026-10-16
B. Riley Wealth Advisors, Inc.
INCREASED10,1738,221+1,952+24%$1.5M$1.9M+$437.7K2026-10-13
Premier Path Wealth Partners, LLC
INCREASED10,1359,519+616+6%$1.7M$1.9M+$211.8K2026-10-16
CX Institutional
INCREASED10,1039,455+648+7%$1.7K$1.9K+$2182026-10-02
Unique Wealth Strategies, LLC
UNCHANGED10,09610,09600%$1.8M$1.8M$02026-10-13
Pinnacle Wealth Planning Services, Inc.
INCREASED10,0959,911+184+2%$1.8M$1.9M+$133.3K2026-10-27
Sovran Advisors, LLC
INCREASED10,0818,803+1,278+15%$1.8M$2.1M+$339.7K2026-11-02
Meridian Wealth Management, LLC
DECREASED10,06414,141-4,077-29%$2.6M$1.9M-$637.8K2026-11-05
Titleist Asset Management, LLC
INCREASED10,0509,396+654+7%$1.7M$1.9M+$217.9K2026-10-08
Blueprint Financial Advisors LLC
NEW10,043—+10,043——$1.9M—2026-10-28
Mission Wealth Management, LP
DECREASED10,04317,282-7,239-42%$3.1M$1.9M-$1.2M2026-10-15
Mirae Asset Securities (USA) Inc.
UNCHANGED10,02110,02100%$1.8M$1.9M+$99.3K2026-10-15
Colonial River Investments, LLC
DECREASED10,01010,074-64-1%$1.8M$1.9M+$87.6K2026-10-19
Forthright Family Wealth Advisory LLC
DECREASED10,00210,102-100-1%$1.8M$1.9M+$81.0K2026-11-03
Arnhold LLC
UNCHANGED10,00010,00000%$1.8M$1.9M+$99.1K2026-10-26
NLB Skladi, upravljanje premozenja, d.o.o.
UNCHANGED10,00010,00000%$1.8M$1.9M+$99.1K2026-10-22
Monument Capital Management
INCREASED9,9716,984+2,987+43%$1.3M$1.9M+$639.2K2026-10-09
Exchange Bank
DECREASED9,95810,013-55-1%$1.8M$1.9M+$88.7K2026-10-07
Alkeme Wealth, LLC
DECREASED9,95410,311-357-3%$1.9M$1.9M+$34.1K2026-10-08
Advisor OS, LLC
INCREASED9,9498,055+1,894+24%$1.5M$1.9M+$441.4K2026-11-03
FCG Investment Co
INCREASED9,8788,477+1,401+17%$1.5M$1.9M+$351.3K2026-10-13
Supplemental Annuity Collective Trust of NJ
DECREASED9,8629,996-134-1%$1.8M$1.9M+$73.5K2026-11-02
Signature Estate & Investment Advisors LLC
DECREASED9,85410,485-631-6%$1.9M$1.9M-$16.6K2026-10-13
BIP Wealth, LLC
INCREASED9,7189,630+88+1%$1.7M$1.9M+$112.2K2026-10-22
Wealth Science Advisors LLC
INCREASED9,6839,347+336+4%$1.7M$1.8M+$156.7K2026-10-09
Cidel Asset Management Inc
INCREASED9,6439,463+180+2%$1.7M$1.8M+$128.1K2026-10-29
Arista Wealth Management, LLC
INCREASED9,5959,546+49+1%$1.7M$1.8M+$104.0K2026-10-29
71 West Capital Partners
INCREASED9,5869,197+389+4%$1.7M$1.8M+$165.4K2026-11-04
D'Orazio & Associates, Inc.
INCREASED9,5139,311+202+2%$1.7M$1.8M+$130.9K2026-11-04
Symmetry Partners, LLC
INCREASED9,5128,111+1,401+17%$1.5M$1.8M+$347.7K2026-10-27
North Star Investment Management Corp.
DECREASED9,4859,494-90%$1.7M$1.8M+$92.2K2026-10-27
Bath Savings Trust Co
DECREASED9,4639,488-250%$1.7M$1.8M+$89.3K2026-10-07
Private Wealth Partners, LLC
DECREASED9,39710,298-901-9%$1.9M$1.8M-$69.9K2026-10-22
Titan Investment Management LLC
DECREASED9,38712,853-3,466-27%$2.3M$1.8M-$534.1K2026-10-22
Inscription Capital, LLC
DECREASED9,34911,726-2,377-20%$2.1M$1.8M-$337.5K2026-11-02
Ddfg, Inc
INCREASED9,3379,306+31+0%$1.7M$1.8M+$98.1K2026-10-15
Allen Investment Management, LLC
UNCHANGED9,2409,24000%$1.7M$1.8M+$91.6K2026-11-03
Bingham Private Wealth, LLC
INCREASED9,2278,956+271+3%$1.6M$1.8M+$140.5K2026-11-05
Joel Isaacson & Co., LLC
INCREASED9,2058,995+210+2%$1.6M$1.8M+$129.2K2026-11-05
Harvey Investment Co LLC
UNCHANGED9,1829,18200%$1.7M$1.8K-$1.7M2026-10-20
Clear Creek Financial Management, LLC
INCREASED9,1609,149+11+0%$1.7M$1.7M+$92.7K2026-10-28
Angeles Wealth Management, LLC
DECREASED9,1509,679-529-5%$1.8M$1.7M-$19.2K2026-10-26
CWS Financial Advisors, LLC
INCREASED9,1397,990+1,149+14%$1.4M$1.7M+$298.5K2026-10-16
High Point Wealth Management, LLC
INCREASED9,0959,057+38+0%$1.6M$1.7M+$97.0K2026-11-05
Legacy Capital Wealth Partners, LLC
DECREASED9,0449,672-628-6%$1.7M$1.7M-$24.1K2026-10-21
Grove Bank & Trust
INCREASED9,0408,851+189+2%$1.6M$1.7M+$123.8K2026-10-08
Resonant Capital Advisors, LLC
INCREASED9,0078,520+487+6%$1.6M$1.7M+$164.8K2026-10-15
Paradigm Asset Management Co LLC
DECREASED9,00010,000-1,000-10%$1.8M$1.7M-$91.7K2026-11-05
Interchange Capital Partners, LLC
DECREASED8,98810,267-1,279-12%$1.9M$1.7M-$140.4K2026-10-28
Birch Financial Group, LLC
DECREASED8,95811,611-2,653-23%$2.1M$1.7M-$391.2K2026-10-27
Jamison Private Wealth Management, Inc.
INCREASED8,9368,271+665+8%$1.5M$1.7M+$208.9K2026-10-14
Excalibur Management Corp
DECREASED8,9138,938-250%$1.6M$1.7M+$83.8K2026-11-02
Cassaday & Co Wealth Management LLC
INCREASED8,9018,467+434+5%$1.5M$1.7M+$166.8K2026-10-27
MTM Investment Management, LLC
INCREASED8,8888,886+2+0%$1.6M$1.7M+$88.4K2026-10-30
ZWJ Investment Counsel Inc
INCREASED8,8677,151+1,716+24%$1.3M$1.7M+$398.4K2026-10-15
Whitener Capital Management, Inc.
DECREASED8,8518,929-78-1%$1.6M$1.7M+$73.6K2026-10-15
West Branch Capital LLC
INCREASED8,7778,471+306+4%$1.5M$1.7M+$142.5K2026-10-20
Platform Technology Partners
INCREASED8,7508,717+33+0%$1.6M$1.7M+$92.7K2026-11-02
Balentine LLC
DECREASED8,7259,509-784-8%$1.7M$1.7M-$55.4K2026-11-03
Luts & Greenleigh Group, Inc.
INCREASED8,6568,655+1+0%$1.6M$1.7M+$86.0K2026-11-05
Prairie Advisory, LLC
INCREASED8,6464,223+4,423+105%$764.0K$1.6M+$885.8K2026-10-19
Signature Wealth Management Partners, LLC
UNCHANGED8,6408,64000%$1.6M$1.6M+$85.7K2026-10-21
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED8,6318,412+219+3%$1.5M$1.6M+$125.2K2026-10-14
IFG Advisors, LLC
UNCHANGED8,6208,62000%$1.6M$1.6M+$85.4K2026-10-15
Iams Wealth Management, LLC
INCREASED8,6097,861+748+10%$1.4M$1.6M+$220.4K2026-10-15
Parr Mcknight Wealth Management Group, LLC
DECREASED8,6099,053-444-5%$1.6M$1.6M+$5.0K2026-10-30
Wagner Wealth Management, LLC
INCREASED8,5967,581+1,015+13%$1.4M$1.6M+$268.8K2026-10-21
Cooper Financial Group
DECREASED8,5749,079-505-6%$1.6M$1.6M-$6.4K2026-10-07
Southland Equity Partners LLC
INCREASED8,5398,525+14+0%$1.5M$1.6M+$87.1K2026-10-14
Badgley Phelps Wealth Managers, LLC
DECREASED8,5099,051-542-6%$1.6M$1.6M-$25.6K2026-10-22
Triad Wealth Partners, LLC
DECREASED8,5038,527-240%$1.6M$1.6M+$24.4K2026-10-26
Tred Avon Family Wealth, LLC
DECREASED8,4628,464-20%$1.5M$1.6M+$83.5K2026-10-20
Aljian Capital Management, LLC
INCREASED8,4138,405+8+0%$1.5M$1.6M+$84.8K2026-10-28
GAM Holding AG
DECREASED8,39810,200-1,802-18%$1.8M$1.6M-$242.8K2026-11-03
Cravens & Co Advisors, LLC
INCREASED8,3978,054+343+4%$1.5M$1.6M+$145.3K2026-10-16
Lanark Financial, Inc.
DECREASED8,3678,413-46-1%$1.5M$1.6M+$74.4K2026-10-26
Patten & Patten Inc
UNCHANGED8,3668,36600%$1.5M$1.6M+$82.9K2026-10-26
Galvin, Gaustad & Stein, LLC
DECREASED8,2778,934-657-7%$1.6M$1.6M-$36.9K2026-10-08
Whalen Wealth Management Inc.
INCREASED8,2247,683+541+7%$1.4M$1.6M+$179.4K2026-10-08
Physicians Financial Services, Inc.
UNCHANGED8,1718,17100%$1.5M$1.6K-$1.5M2026-11-04
Lmcg Investments, LLC
UNCHANGED8,1648,16400%$1.5M$1.6M+$80.9K2026-10-21
Gryphon Financial Partners LLC
INCREASED8,1367,790+346+4%$1.4M$1.6M+$143.3K2026-11-04
Vista Investment Partners LLC
INCREASED8,1038,092+11+0%$1.5M$1.5M+$82.3K2026-10-08
Woodward Diversified Capital, LLC
DECREASED8,0708,411-341-4%$1.5M$1.5M+$18.3K2026-10-21
SBK Financial, Inc.
UNCHANGED8,0368,03600%$1.5M$1.5M+$79.6K2026-11-02
McGlone Suttner Wealth Management, Inc.
INCREASED7,9737,807+166+2%$1.4M$1.5M+$109.1K2026-10-13
Canandaigua National Bank & Trust Co
INCREASED7,9677,439+528+7%$1.3M$1.5M+$174.5K2026-10-07
High Net Worth Advisory Group LLC
UNCHANGED7,9677,96700%$1.4M$1.5M+$79.0K2026-10-26
Impact Capital Partners LLC
DECREASED7,9528,362-410-5%$1.5M$1.5M+$4.6K2026-10-22
Grandfield & Dodd, LLC
INCREASED7,9076,865+1,042+15%$1.2M$1.5M+$266.9K2026-10-29
Athena Wealth Management, LLC
INCREASED7,8857,572+313+4%$1.4M$1.5M+$134.8K2026-10-09
Wright Investors Service Inc
INCREASED7,8637,801+62+1%$1.4M$1.5M+$89.1K2026-11-02
Partners Wealth Management, LLC
INCREASED7,8442,994+4,850+162%$541.7K$1.5M+$955.1K2026-10-28
Bernardo Wealth Planning LLC
INCREASED7,8343,816+4,018+105%$690.4K$1.5M+$804.6K2026-10-23
Rahlfs Capital, LLC
UNCHANGED7,8297,82900%$1.4M$1.5M+$77.6K2026-10-23
Nations Financial Group Inc,
INCREASED7,8266,155+1,671+27%$1.1M$1.5M+$379.9K2026-11-05
Childress Capital Advisors, LLC
INCREASED7,8057,582+223+3%$1.4M$1.5M+$117.7K2026-10-28
Aviance Capital Partners, LLC
INCREASED7,7647,761+3+0%$1.4M$1.5M+$77.5K2026-10-29
Fortem Financial Group, LLC
INCREASED7,7637,638+125+2%$1.4M$1.5M+$99.5K2026-10-20
Strategic Blueprint, LLC
DECREASED7,7508,610-860-10%$1.6M$1.5M-$78.8K2026-10-22
First City Capital Management, Inc.
DECREASED7,7268,210-484-6%$1.5M$1.5M-$11.0K2026-10-27
Journey Retirement Planning & Investment Management LLC
INCREASED7,7016,460+1,241+19%$1.2M$1.5M+$300.9K2026-10-09
Park National Corp
DECREASED7,6878,436-749-9%$1.5M$1.5M-$59.3K2026-10-05
Crew Capital Management, Ltd
INCREASED7,6767,503+173+2%$1.4M$1.5M+$107.4K2026-10-28
Fee-Only Financial Planning, L.C.
UNCHANGED7,6667,66600%$1.4M$1.5M+$76.0K2026-10-23
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
INCREASED7,655140+7,515+5368%$25.3K$1.5M+$1.4M2026-10-22
1900 Wealth Management LLC
INCREASED7,6397,071+568+8%$1.3M$1.5M+$178.5K2026-10-13
Wealth Architects, LLC
INCREASED7,6257,579+46+1%$1.4M$1.5M+$83.9K2026-11-03
CDM Financial Counseling Services, Inc.
INCREASED7,6067,447+159+2%$1.3M$1.5M+$103.9K2026-10-15
Neville Rodie & Shaw Inc
UNCHANGED7,5957,59500%$1.4K$1.4K+$752026-10-05
Balefire, LLC
DECREASED7,5728,872-1,300-15%$1.6M$1.4M-$160.2K2026-10-09
Fourpath Capital Management, LLC
DECREASED7,5477,648-101-1%$1.4M$1.4M+$56.6K2026-10-19
Trust Point Inc.
INCREASED7,5337,281+252+3%$1.3M$1.4M+$120.2K2026-10-27
ICW Investment Advisors LLC
INCREASED7,5237,481+42+1%$1.4M$1.4M+$82.3K2026-10-27
Walker Asset Management, LLC
INCREASED7,5187,500+18+0%$1.4M$1.4M+$77.8K2026-10-13
Stablepoint Partners, LLC
UNCHANGED7,5187,51800%$1.4M$1.4M+$74.5K2026-11-03
BostonPremier Wealth LLC
INCREASED7,4943,797+3,697+97%$686.9K$1.4M+$743.0K2026-10-16
Alliance Wealth Advisors, LLC
DECREASED7,4748,249-775-9%$1.5M$1.4M-$66.1K2026-10-14
McBroom & Associates, LLC
DECREASED7,4477,735-288-4%$1.4M$1.4M+$21.7K2026-10-29
Founders Financial Securities LLC
INCREASED7,4427,151+291+4%$1.3M$1.4M+$126.4K2026-10-28
Chilton Capital Management LLC
DECREASED7,4417,769-328-4%$1.4M$1.4M+$14.4K2026-10-28
GoalVest Advisory LLC
INCREASED7,3607,335+25+0%$1.3M$1.4M+$77.5K2026-10-02
Kornitzer Capital Management Inc
INCREASED7,3336,912+421+6%$1.3M$1.4M+$148.8K2026-11-03
Nicholas Wealth, Llc.
INCREASED7,3277,005+322+5%$1.3M$1.4M+$130.8K2026-10-26
Diversified Enterprises, LLC
INCREASED7,3225,375+1,947+36%$972.4K$1.4M+$424.8K2026-10-19
Kimelman & Baird, LLC
UNCHANGED7,2977,29700%$1.3M$1.4M+$72.3K2026-11-03
Yankcom Partnership
DECREASED7,2857,301-160%$1.3M$1.4M+$69.3K2026-10-15
HBW Advisory Services LLC
DECREASED7,2817,961-680-9%$1.4M$1.4M-$50.9K2026-10-15
Main Street Group, LTD
INCREASED7,2816,832+449+7%$1.2M$1.4M+$153.4K2026-10-28
LS Investment Advisors, LLC
DECREASED7,2607,455-195-3%$1.3M$1.4M+$36.7K2026-10-13
Parrish Capital LLC
DECREASED7,2547,454-200-3%$1.3M$1.4M+$35.7K2026-10-01
AMG National Trust Bank
INCREASED7,2467,148+98+1%$1.3M$1.4M+$89.5K2026-11-05
Kanawha Capital Management LLC
DECREASED7,2147,280-66-1%$1.3M$1.4M+$59.5K2026-10-19
Mindset Wealth Management, LLC
DECREASED7,1897,245-56-1%$1.3M$1.4M+$61.1K2026-10-19
Forum Financial Management, LP
INCREASED7,1877,177+10+0%$1.3M$1.4M+$73.1K2026-10-16
Alpha Omega Wealth Management LLC
DECREASED7,1507,200-50-1%$1.3M$1.4M+$61.8K2026-10-23
Diversified Management Inc
INCREASED7,1482,663+4,485+168%$481.8K$1.4M+$882.3K2026-10-08
SLT Holdings LLC
INCREASED7,0926,592+500+8%$1.2M$1.4M+$160.7K2026-10-15
Axxion S.A.
UNCHANGED7,0907,09000%$1.3M$1.4M+$70.3K2026-10-22
Y-Intercept (Hong Kong) Ltd
NEW7,051—+7,051——$1.3M—2026-10-16
Waldron Private Wealth LLC
INCREASED7,0446,970+74+1%$1.3M$1.3M+$83.2K2026-11-02
Compass Wealth Management, LLC
UNCHANGED7,0147,01400%$1.3M$1.3M+$69.5K2026-10-30
Quadcap Wealth Management, LLC
DECREASED7,0127,319-307-4%$1.3M$1.3M+$14.0K2026-11-02
SevenBridge Financial Group, LLC
UNCHANGED6,9926,99200%$1.3M$1.4M+$72.2K2026-10-26
Duncker Streett & Co Inc
INCREASED6,9906,957+33+0%$1.3M$1.3M+$75.3K2026-10-27
China Universal Asset Management Co., Ltd.
INCREASED6,9716,091+880+14%$1.1M$1.4M+$242.2K2026-10-28
PDS Planning, Inc
INCREASED6,9646,211+753+12%$1.1M$1.3M+$205.3K2026-11-03
James J. Burns & Company, LLC
INCREASED6,9606,959+1+0%$1.3M$1.3M+$69.0K2026-10-22
Tandem Capital Management Corp
UNCHANGED6,9516,95100%$1.3M$1.3M+$68.9K2026-10-22
Thrive Wealth Management, LLC
INCREASED6,9496,918+31+0%$1.3M$1.3M+$74.5K2026-10-13
Wealth Group, Ltd.
DECREASED6,9298,171-1,242-15%$1.5M$1.3K-$1.5M2026-10-30
Lewis Asset Management, LLC
INCREASED6,8776,414+463+7%$1.2M$1.3M+$151.9K2026-10-14
FSM Wealth Advisors, LLC
INCREASED6,8516,509+342+5%$1.2M$1.4M+$196.0K2026-10-27
Montecito Bank & Trust
UNCHANGED6,8506,85000%$1.2M$1.3M+$67.9K2026-10-01
Bellecapital International Ltd.
UNCHANGED6,8196,81900%$1.2M$1.3M+$67.6K2026-10-21
Realta Investment Advisors
INCREASED6,8116,493+318+5%$1.2M$1.3M+$125.0K2026-10-14
Keystone Wealth Services, LLC
INCREASED6,7916,648+143+2%$1.2M$1.3M+$114.0K2026-11-03
Facet Wealth, Inc.
INCREASED6,7875,217+1,570+30%$943.8K$1.3M+$351.3K2026-11-04
Ashton Thomas Securities, LLC
DECREASED6,76610,132-3,366-33%$1.8M$1.3M-$532.3K2026-10-26
Curated Wealth Partners LLC
INCREASED6,7652,809+3,956+141%$508.2K$1.3M+$782.7K2026-10-15
Klingman & Associates, LLC
INCREASED6,7256,554+171+3%$1.2M$1.3M+$97.6K2026-10-20
Holland Advisory Services, Inc.
INCREASED6,7146,711+3+0%$1.2M$1.3M+$67.0K2026-10-26
Romano Brothers and Company
DECREASED6,6776,777-100-1%$1.2M$1.3M+$48.1K2026-10-22
V-Square Quantitative Management LLC
INCREASED6,6666,229+437+7%$1.1M$1.3M+$145.1K2026-10-15
Asset Advisory Group, Inc.
INCREASED6,6236,622+1+0%$1.2M$1.3M+$65.7K2026-10-20
Bill Few Associates, Inc.
DECREASED6,5996,618-190%$1.2M$1.3M+$61.9K2026-10-09
Woodard & Co Asset Management Group Inc
DECREASED6,5606,975-415-6%$1.3M$1.3M-$10.1K2026-11-03
Bank of New Hampshire
DECREASED6,5507,125-575-8%$1.3M$1.2M-$39.1K2026-10-06
HCR Wealth Advisors
INCREASED6,5506,364+186+3%$1.2M$1.2M+$98.5K2026-10-15
Harbor Investment Advisory, LLC
INCREASED6,5356,216+319+5%$1.1M$1.2M+$122.5K2026-10-13
Alchemi Wealth, LLC
INCREASED6,5216,486+35+1%$1.2M$1.2M+$71.0K2026-11-04
Avantax Planning Partners, Inc.
DECREASED6,5198,486-1,967-23%$1.5M$1.2M-$291.3K2026-11-03
Ervin Investment Management, LLC
UNCHANGED6,5096,50900%$1.2M$1.2M+$64.5K2026-10-23
True Private Wealth Advisors
INCREASED6,5056,259+246+4%$1.1M$1.2M+$109.0K2026-10-19
Focused Wealth Management, Inc
INCREASED6,4915,868+623+11%$1.1M$1.2M+$177.1K2026-10-30
Claro Advisors Inc.
INCREASED6,4605,466+994+18%$988.8K$1.2M+$243.9K2026-11-02
SeaBridge Investment Advisors LLC
INCREASED6,3891,814+4,575+252%$328.2K$1.2M+$891.0K2026-11-02
Farmers & Merchants Investments Inc
DECREASED6,3808,546-2,166-25%$1.5M$1.2M-$328.6K2026-10-22
Salvus Wealth Management, LLC
DECREASED6,3666,453-87-1%$1.2M$1.2M+$47.3K2026-10-13
Albion Financial Group
INCREASED6,3546,337+17+0%$1.1M$1.2M+$66.0K2026-10-21
Northeast Investment Management
UNCHANGED6,3396,33900%$1.1M$1.2M+$62.8K2026-10-30
Fishman JAY A LTD
UNCHANGED6,3276,32700%$1.1M$1.2M+$62.7K2026-10-26
Keating Investment Counselors Inc
UNCHANGED6,3236,32300%$1.1M$1.2M+$62.7K2026-10-14
Terra Nova Asset Management LLC
NEW6,322—+6,322——$1.2M—2026-10-13
Mcdonald Partners LLC
DECREASED6,2866,316-300%$1.1M$1.2M+$56.9K2026-11-03
Enterprise Financial Services Corp
INCREASED6,2745,207+1,067+20%$942.0K$1.2M+$255.2K2026-11-03
Ellis Investment Partners, LLC
INCREASED6,2636,216+47+1%$1.1M$1.2M+$70.6K2026-10-21
Manske Wealth Management
DECREASED6,2596,471-212-3%$1.2M$1.2M+$23.7K2026-10-26
Pinion Investment Advisors, LLC
DECREASED6,2546,255-10%$1.1M$1.2M+$61.9K2026-11-04
JB Capital LLC
DECREASED6,2386,703-465-7%$1.2M$1.2M-$22.4K2026-10-19
Ejmk Ventures LLC
INCREASED6,2322,808+3,424+122%$511.1K$1.2M+$678.1K2026-10-21
MCF Advisors LLC
INCREASED6,2325,704+528+9%$1.0M$1.2M+$150.9K2026-10-28
Parcion Private Wealth LLC
INCREASED6,2275,554+673+12%$1.0M$1.2M+$183.5K2026-10-28
Segment Wealth Management, LLC
DECREASED6,1986,940-742-11%$1.3M$1.2M-$72.8K2026-10-26
OmniStar Financial Group, Inc.
DECREASED6,17310,705-4,532-42%$1.9M$1.2M-$758.8K2026-10-26
San Luis Wealth Advisors LLC
DECREASED6,1306,805-675-10%$1.2M$1.2M-$61.3K2026-10-27
Heritage Family Offices, LLP
INCREASED6,1155,860+255+4%$1.1M$1.2M+$106.7K2026-11-02
WealthPlan Investment Management, LLC
INCREASED6,1055,875+230+4%$1.1M$1.2M+$102.1K2026-10-15
Hendershot Investments Inc.
DECREASED6,1026,110-80%$1.1M$1.2M+$59.0K2026-11-05
Guardian Partners Inc.
DECREASED6,0827,048-966-14%$1.3M$1.2M-$114.5K2026-10-21
Baxter Bros Inc
DECREASED6,0686,118-50-1%$1.1M$1.2M+$51.1K2026-11-04
Split Creek LLC DBA Split Creek Capital LLC
DECREASED6,0666,070-40%$1.1M$1.2M+$59.4K2026-11-02
Novem Group
DECREASED6,0406,125-85-1%$1.1M$1.2M+$44.5K2026-10-19
Cyndeo Wealth Partners, LLC
INCREASED6,0005,937+63+1%$1.1M$1.1M+$70.9K2026-10-16
Center for Financial Planning, Inc.
INCREASED5,9945,810+184+3%$1.1M$1.1M+$92.7K2026-10-26
WBH Advisory Inc
INCREASED5,9845,584+400+7%$1.0M$1.1M+$131.7K2026-11-05
Value Investment Professionals, LLC
UNCHANGED5,9745,97400%$1.1M$1.1M+$59.2K2026-10-13
Achmea Investment Management B.V.
NEW5,968—+5,968——$1.1M—2026-10-30
Flagship Harbor Advisors, LLC
DECREASED5,9666,035-69-1%$1.1M$1.1M+$46.6K2026-10-26
Franklin Street Advisors Inc
INCREASED5,9595,958+1+0%$1.1M$1.1M+$59.3K2026-10-13
Uncommon Cents Investing Inc
INCREASED5,9165,806+110+2%$1.1M$1.1M+$78.5K2026-10-20
Cherokee Insurance Co
UNCHANGED5,9005,90000%$1.1M$1.1M+$58.5K2026-11-05
Granite Investment Partners, LLC
DECREASED5,8996,399-500-8%$1.2M$1.1M-$32.0K2026-11-04
TBH Global Asset Management, LLC
DECREASED5,8766,173-297-5%$1.1M$1.1M+$4.5K2026-11-03
Cypress Wealth Services, LLC
DECREASED5,8587,052-1,194-17%$1.3M$1.1M-$160.4K2026-10-21
Trilogy Capital Inc.
INCREASED5,8455,590+255+5%$1.0M$1.1M+$104.1K2026-10-20
Woodmont Investment Counsel LLC
INCREASED5,8165,626+190+3%$1.0M$1.1M+$92.0K2026-10-29
Traphagen Investment Advisors LLC
INCREASED5,7955,756+39+1%$1.0M$1.1M+$64.4K2026-10-14
Moody National Bank Trust Division
UNCHANGED5,7715,77100%$1.0M$1.1M+$57.2K2026-10-06
Burford Brothers, Inc.
INCREASED5,7695,768+1+0%$1.0M$1.1M+$57.4K2026-10-21
General Partner, Inc.
UNCHANGED5,7685,76800%$1.0M$1.1M+$57.2K2026-10-05
Kennebec Savings Bank
INCREASED5,7655,761+4+0%$1.0M$1.1M+$57.9K2026-10-22
Visionary Wealth Advisors
DECREASED5,7545,919-165-3%$1.1M$1.1M+$27.2K2026-11-04
New Hampshire Trust
DECREASED5,7366,339-603-10%$1.1M$1.1M-$52.2K2026-10-20
Uhlmann Price Securities, LLC
INCREASED5,6705,662+8+0%$1.0M$1.1M+$57.7K2026-11-03
Legacy Advisors, LLC
DECREASED5,6625,975-313-5%$1.1M$1.1M-$6082026-10-19
KFA Private Wealth Group, LLC
INCREASED5,6475,644+3+0%$1.0M$1.1M+$56.6K2026-10-07
Candriam S.C.A.
UNCHANGED5,6325,63200%$1.0M$1.1M+$60.7K2026-11-03
Strid Group, LLC
DECREASED5,6146,444-830-13%$1.2M$1.1M-$94.5K2026-10-28
Ignite Planners, LLC
DECREASED5,5928,696-3,104-36%$1.6M$1.1M-$506.7K2026-10-14
Bison Wealth, LLC
INCREASED5,5774,873+704+14%$900.4K$1.1M+$226.3K2026-10-13
Ti-Trust, Inc
INCREASED5,5625,549+13+0%$1.0M$1.1M+$57.5K2026-10-21
American National Bank & Trust
DECREASED5,5585,660-102-2%$1.0M$1.1M+$36.6K2026-10-07
Greenspring Advisors, LLC
INCREASED5,5561,956+3,600+184%$353.9K$1.1M+$706.2K2026-11-05
Power Wealth Management LLC
NEW5,541—+5,541——$1.1M—2026-10-27
Plimoth Trust Co LLC
DECREASED5,5335,728-195-3%$1.0M$1.1M+$19.6K2026-10-26
Washington Trust Advisors, Inc.
INCREASED5,5264,602+924+20%$832.5K$1.1M+$221.9K2026-10-22
Allen Capital Group, LLC
INCREASED5,5255,335+190+4%$965.2K$1.1M+$89.1K2026-10-27
Harrell Investment Partners, LLC
INCREASED5,5184,935+583+12%$892.8K$1.1M+$160.2K2026-10-15
Marks Group Wealth Management, Inc
INCREASED5,5043,839+1,665+43%$694.4K$1.1M+$355.8K2026-11-05
Harbour Trust & Investment Management Co
DECREASED5,4945,613-119-2%$1.0M$1.0M+$32.9K2026-10-28
American Financial & TAX Strategies Inc
UNCHANGED5,4885,48800%$992.8K$1.0M+$54.4K2026-10-16
Birch Hill Investment Advisors LLC
UNCHANGED5,4715,47100%$989.8K$1.0M+$54.2K2026-10-16
Stableford Capital II LLC
DECREASED5,4697,692-2,223-29%$1.4M$1.0M-$348.0K2026-10-09
Golden Reserve Retirement LLC
INCREASED5,4683,849+1,619+42%$696.4K$1.0M+$347.0K2026-11-02
Castleview Partners, LLC
INCREASED5,4394,968+471+9%$898.9K$1.0M+$139.0K2026-10-09
Herold Advisors, Inc.
INCREASED5,4325,182+250+5%$938.0K$1.0M+$98.5K2026-10-19
Leonard Rickey Investment Advisors P.L.L.C.
DECREASED5,4175,695-278-5%$1.0M$1.0M+$3.4K2026-10-29
Corda Investment Management, Llc.
NEW5,402—+5,402——$1.0M—2026-10-22
Capital Asset Advisory Services LLC
DECREASED5,3796,008-629-10%$1.1M$1.1M-$1.7K2026-10-30
Magnus Financial Group LLC
INCREASED5,3735,202+171+3%$941.0K$1.0M+$84.3K2026-10-21
Relyea Zuckerberg Hanson LLC
DECREASED5,3626,727-1,365-20%$1.2M$1.0M-$193.9K2026-10-20
Occidental Asset Management, LLC
INCREASED5,3395,166+173+3%$934.6K$1.0M+$84.2K2026-11-05
First National Bank Sioux Falls
DECREASED5,3175,455-138-3%$852.3K$1.0M+$162.3K2026-10-13
Certuity, LLC
INCREASED5,3005,245+55+1%$948.9K$1.0M+$62.5K2026-11-02
Steph & Co
INCREASED5,2985,223+75+1%$944.9K$1.0M+$66.1K2026-10-07
Purewater Capital LLC
UNCHANGED5,2985,29800%$958.5K$1.0M+$52.5K2026-10-23
Formidable Asset Management, LLC
DECREASED5,2855,332-47-1%$881.6K$956.2K+$74.6K2026-11-03
Juno Financial Group LLC
INCREASED5,2795,173+106+2%$935.9K$1.0M+$71.5K2026-10-27
Fragasso Financial Advisors Inc
DECREASED5,2525,443-191-4%$984.7K$1.1M+$72.0K2026-10-13
Focus Financial Network, Inc.
INCREASED5,2475,107+140+3%$924.0K$1.0M+$77.2K2026-10-14
Versant Capital Management, Inc
INCREASED5,2395,005+234+5%$905.5K$999.7K+$94.3K2026-10-02
GGM Financial LLC
NEW5,237—+5,237——$999.3K—2026-11-05
WoodTrust Financial Corp
INCREASED5,2243,722+1,502+40%$673.0K$996-$672.0K2026-10-09
Commonwealth Retirement Investments LLC
INCREASED5,2041,785+3,419+192%$323.0K$993.0K+$670.0K2026-10-26
Smith Shellnut Wilson LLC
DECREASED5,2045,904-700-12%$1.1M$993.0K-$75.1K2026-10-21
Oakworth Capital, Inc.
DECREASED5,1905,214-240%$942.1K$990.4K+$48.3K2026-10-26
Shum Financial Group, Inc.
DECREASED5,1735,208-35-1%$942.2K$987.1K+$44.9K2026-10-13
Capital Advisors, Ltd. LLC
DECREASED5,1665,202-36-1%$941$986+$452026-10-27
Crescent Grove Advisors, LLC
INCREASED5,1375,136+1+0%$936.6K$980.2K+$43.5K2026-10-21
QTR Family Wealth, LLC
INCREASED5,1354,625+510+11%$836.7K$979.9K+$143.2K2026-11-02
Farmers & Merchants Trust Co of Long Beach
UNCHANGED5,1215,12100%$926.4K$977.2K+$50.7K2026-10-22
Wingate Wealth Advisors, Inc.
INCREASED5,0865,076+10+0%$918.3K$970.5K+$52.2K2026-10-26
Columbia Asset Management
UNCHANGED5,0805,08000%$919.0K$969.4K+$50.3K2026-10-19
Plancorp, LLC
INCREASED5,0744,463+611+14%$804.2K$1.1M+$255.3K2026-11-03
CMG Global Holdings, LLC
DECREASED5,0555,113-58-1%$925.0K$964.6K+$39.6K2026-10-14
Baker Tilly Wealth Management, LLC
INCREASED5,0534,899+154+3%$886.3K$964.3K+$78.0K2026-10-05
Trek Financial, LLC
INCREASED5,0405,001+39+1%$904.7K$961.7K+$57.0K2026-10-29
Old Peak Finance LLC
DECREASED5,0365,209-173-3%$942.5K$960.9K+$18.4K2026-11-02
Aviso Wealth Management
INCREASED5,0174,795+222+5%$867.5K$957.4K+$89.9K2026-11-04
Yacktman Asset Management LP
UNCHANGED5,0005,00000%$904.6K$954.1K+$49.6K2026-11-02
Perryman Financial Advisory Inc
DECREASED4,9805,050-70-1%$913.5K$950.3K+$36.8K2026-10-16
Evanson Financial, LLC
UNCHANGED4,9704,97000%$899.1K$948.4K+$49.3K2026-10-23
Ridgecrest Wealth Partners, LLC
UNCHANGED4,9614,96100%$897.5K$946.7K+$49.2K2026-10-19
Accredited Investors Inc.
INCREASED4,9594,846+113+2%$876.7K$946.2K+$69.5K2026-11-03
Opal Wealth Advisors, LLC
DECREASED4,9566,312-1,356-21%$1.1M$945.6K-$196.4K2026-10-16
Courier Capital LLC
INCREASED4,9504,855+95+2%$878.3K$944.5K+$66.2K2026-10-19
Moss Adams Wealth Advisors LLC
DECREASED4,9455,966-1,021-17%$1.1M$943.7K-$144.2K2026-10-28
Evansbrook LLC
UNCHANGED4,9244,92400%$890.8K$939.6K+$48.8K2026-10-16
Yoffe Investment Management, LLC
UNCHANGED4,9004,90000%$886.5K$935.0K+$48.6K2026-11-02
Spirit of America Management Corp
UNCHANGED4,9004,90000%$886.5K$935.0K+$48.6K2026-10-14
Triangle Securities Wealth Management
UNCHANGED4,8884,88800%$884.3K$932.7K+$48.4K2026-10-14
Raiffeisen Bank International AG
INCREASED4,883385+4,498+1168%$70.4K$946.8K+$876.4K2026-10-28
Moneco Advisors, LLC
INCREASED4,8684,802+66+1%$868.7K$928.9K+$60.2K2026-11-05
Cross Staff Investments Inc
DECREASED4,8204,920-100-2%$890.0K$919.7K+$29.7K2026-10-22
Harel Insurance Investments & Financial Services Ltd.
INCREASED4,8001,950+2,850+146%$353.0K$916-$352.1K2026-11-02
Horst & Graben Wealth Management LLC
INCREASED4,7904,759+31+1%$845.6K$913.9K+$68.3K2026-11-02
Wrenne Financial Planning LLC
UNCHANGED4,7814,78100%$864.9K$912.3K+$47.4K2026-10-30
TCI Wealth Advisors, Inc.
DECREASED4,7765,444-668-12%$984.8K$911.3K-$73.5K2026-10-30
Income Insurance Ltd
UNCHANGED4,7734,77300%$863.5K$910.8K+$47.3K2026-10-21
Kennedy Investment Group, Inc.
INCREASED4,7504,746+4+0%$858.5K$906.4K+$47.9K2026-10-21
Root Financial Partners, LLC
INCREASED4,7413,505+1,236+35%$634.2K$904.6K+$270.5K2026-10-21
LeConte Wealth Management, LLC
INCREASED4,7364,607+129+3%$833.5K$903.7K+$70.3K2026-10-20
Piedmont Capital Management, LLC
UNCHANGED4,7224,72200%$854.3K$901.1K+$46.8K2026-10-21
Guilbault Capital LLC
DECREASED4,6945,017-323-6%$907.6K$895.7K-$11.9K2026-10-28
Chesley Taft & Associates LLC
UNCHANGED4,6754,67500%$845.8K$892.1K+$46.3K2026-10-13
Skyline Advisors, Inc.
INCREASED4,6624,661+1+0%$843.2K$889.7K+$46.5K2026-11-03
Avity Investment Management Inc.
INCREASED4,6564,112+544+13%$743.9K$888.5K+$144.6K2026-10-09
Founders Grove Wealth Partners, LLC
INCREASED4,6364,518+118+3%$817.4K$884.6K+$67.3K2026-10-16
MBA Advisors LLC
DECREASED4,6354,637-20%$838.8K$884.4K+$45.6K2026-10-29
Balboa Wealth Partners
INCREASED4,5514,310+241+6%$779.6K$868.4K+$88.7K2026-10-20
Fiduciary Alliance LLC
INCREASED4,5514,396+155+4%$795.2K$868.4K+$73.2K2026-10-13
Ipswich Investment Management Co., Inc.
DECREASED4,5504,568-180%$826.4K$868.2K+$41.8K2026-10-13
Wolff Financial Management LLC
UNCHANGED4,5234,52300%$818.3K$863.1K+$44.8K2026-10-23
JFS Wealth Advisors, LLC
INCREASED4,4944,455+39+1%$806.5K$857.6K+$51.1K2026-11-03
Philip James Wealth Mangement, LLC
INCREASED4,4794,229+250+6%$765.1K$854.7K+$89.6K2026-10-27
Elyxium Wealth, LLC
INCREASED4,4794,320+159+4%$781.5K$854.7K+$73.2K2026-10-27
McAdam, LLC
INCREASED4,4753,992+483+12%$722.2K$853.8K+$131.6K2026-10-21
Atlas Brown,Inc.
INCREASED4,4714,442+29+1%$803.6K$853.2K+$49.5K2026-10-09
Peoples Financial Services Corp.
UNCHANGED4,4644,46400%$807.6K$851.8K+$44.2K2026-10-20
Heartwood Wealth Advisors LLC
UNCHANGED4,4434,44300%$803.8K$847.8K+$44.0K2026-10-05
LexAurum Advisors, LLC
INCREASED4,4313,913+518+13%$707.9K$845.5K+$137.6K2026-10-19
Todd Wealth Management, LLC
INCREASED4,4224,421+1+0%$799.9K$843.8K+$43.9K2026-10-19
Veracity Capital LLC
INCREASED4,4172,736+1,681+61%$494.9K$842.8K+$347.9K2026-10-08
SmartHarvest Portfolios, LLC
DECREASED4,4175,628-1,211-22%$1.0M$842.8K-$175.4K2026-10-26
Integrity Advisory Solutions, LLC
INCREASED4,3962,895+1,501+52%$523.8K$839.0K+$315.2K2026-10-29
Atwood & Palmer Inc
UNCHANGED4,3864,38600%$793.5K$836.9K+$43.5K2026-10-08
Smith Partners Wealth Management, LLC
INCREASED4,3854,200+185+4%$759.8K$836.7K+$76.9K2026-11-05
TSG Advice Partners, LLC
NEW4,381—+4,381——$792.6K—2026-10-29
Sentry LLC
DECREASED4,3754,447-72-2%$804.5K$834.8K+$30.3K2026-10-30
W Advisors, LLC
INCREASED4,3494,252+97+2%$769.2K$829.9K+$60.6K2026-11-02
Virtue Capital Management, LLC
DECREASED4,3424,663-321-7%$843.6K$828.6K-$15.0K2026-10-29
Gibson Capital, LLC
UNCHANGED4,3404,34000%$785.2K$828.2K+$43.0K2026-10-23
Wiregrass Investment Management LLC
INCREASED4,3314,287+44+1%$775.6K$826.5K+$50.9K2026-11-05
Vann Equity Management LLC
DECREASED4,3294,456-127-3%$806.2K$826.0K+$19.8K2026-10-08
Sima Wealth Partners, LLC
UNCHANGED4,3224,32200%$781.9K$824.7K+$42.8K2026-10-19
Financial Management Professionals, Inc.
DECREASED4,3144,377-63-1%$798.3K$823.2K+$24.9K2026-10-23
Cromwell Holdings LLC
DECREASED4,3064,830-524-11%$880.9K$821.7K-$59.2K2026-10-28
Leo Wealth, LLC
NEW4,302—+4,302——$821.0K—2026-10-26
Independence Wealth Advisors, LLC
DECREASED4,3024,354-52-1%$787.7K$820.8K+$33.2K2026-10-29
Wealth Dimensions Group, Ltd.
INCREASED4,2724,269+3+0%$772.2K$815.1K+$42.9K2026-11-02
RMR Wealth Builders
INCREASED4,2543,880+374+10%$701.9K$811.7K+$109.8K2026-10-22
Washington Trust Co
INCREASED4,2114,206+5+0%$761.0K$803.6K+$42.6K2026-10-22
Absher Wealth Management, LLC
DECREASED4,2064,276-70-2%$773.6K$802.6K+$29.0K2026-11-02
Traynor Capital Management, Inc.
INCREASED4,2034,201+2+0%$760.0K$801.9K+$41.9K2026-10-29
Elevate Capital Advisors, LLC
DECREASED4,1824,471-289-6%$808.8K$798.0K-$10.7K2026-11-02
Powers Advisory Group, LLC
DECREASED4,1824,465-283-6%$807.7K$797.9K-$9.8K2026-10-14
Allen Mooney & Barnes Investment Advisors LLC
INCREASED4,1804,170+10+0%$754.5K$797.7K+$43.3K2026-10-08
Howard Financial Services, Ltd.
INCREASED4,1694,004+165+4%$724.3K$795.6K+$71.3K2026-10-15
KCM Investment Advisors LLC
DECREASED4,1544,528-374-8%$819.2K$792.7K-$26.5K2026-10-27
Greatmark Investment Partners, Inc.
UNCHANGED4,1524,15200%$751.1K$792.3K+$41.1K2026-10-28
Ayrshire Capital Management LLC
INCREASED4,1483,800+348+9%$687.5K$791.5K+$104.1K2026-10-20
Cdkv Holdings LLC
UNCHANGED4,1444,14400%$749.7K$790.8K+$41.1K2026-10-28
Grant Private Wealth Management Inc
INCREASED4,1423,558+584+16%$643.7K$790.5K+$146.8K2026-10-19
Probity Advisors, Inc.
DECREASED4,1174,155-38-1%$751.7K$785.6K+$33.9K2026-10-23
Alpha Family Trust
UNCHANGED4,1104,11000%$743.5K$743.5K$02026-11-04
Abel Hall, LLC
INCREASED4,0863,846+240+6%$695.8K$779.7K+$83.9K2026-10-19
Axim Planning & Wealth
UNCHANGED4,0754,07500%$737.2K$777.6K+$40.4K2026-10-28
XY Planning Network, Inc.
INCREASED4,0693,955+114+3%$715.5K$776.4K+$60.9K2026-10-14
Old Second National Bank of Aurora
UNCHANGED4,0594,05900%$734.3K$774.5K+$40.2K2026-10-22
Rose Capital Advisors LLC
INCREASED4,0501,539+2,511+163%$278.4K$772.9K+$494.5K2026-11-04
Leslie Global Wealth, LLC
INCREASED4,0492,000+2,049+102%$222.5K$772.6K+$550.1K2026-10-26
Genesis Private Wealth, LLC
INCREASED4,0413,237+804+25%$585.6K$771.1K+$185.5K2026-11-02
Boit C F David
UNCHANGED4,0204,02000%$727.3K$767.1K+$39.8K2026-10-29
Mayfair Advisory Group, LLC
UNCHANGED3,9953,99500%$771.1K$762.4K-$8.7K2026-10-20
Intrua Financial, LLC
DECREASED3,9924,105-113-3%$742.6K$761.7K+$19.0K2026-10-28
Davidson Trust Co
UNCHANGED3,9893,98900%$721.7K$761.2K+$39.5K2026-10-09
Wealth Quarterback LLC
INCREASED3,9793,971+8+0%$718.4K$759.2K+$40.8K2026-10-20
Nfsg Corp
DECREASED3,9773,985-80%$721.0K$758.8K+$37.8K2026-10-15
May Hill Capital, LLC
INCREASED3,9673,810+157+4%$689.3K$757.0K+$67.7K2026-11-03
E&G Advisors, LLC
INCREASED3,9523,802+150+4%$687.8K$754.1K+$66.3K2026-10-13
Aspiriant, LLC
DECREASED3,9514,229-278-7%$765.1K$753.9K-$11.1K2026-10-16
Freedom Day Solutions, LLC
INCREASED3,9393,454+485+14%$625.8K$751.6K+$125.7K2026-10-20
Zullo Investment Group, Inc.
UNCHANGED3,9263,92600%$710.3K$749.2K+$38.9K2026-10-20
Towercrest Capital Management
UNCHANGED3,9243,92400%$282.3K$264.2K-$18.1K2026-10-23
Congress Asset Management Co
INCREASED3,9013,287+614+19%$594.7K$744.4K+$149.7K2026-10-06
Wealth Enhancement Trust Services, Inc.
DECREASED3,9004,942-1,042-21%$894.1K$744.2K-$149.9K2026-10-07
Garrett Wealth Advisory Group, LLC
DECREASED3,8843,945-61-2%$713.6K$741.1K+$27.5K2026-10-22
PFG Advisors
DECREASED3,8764,032-156-4%$729.4K$739.7K+$10.3K2026-10-16
Western Financial Corp
NEW3,867—+3,867——$738.0K—2026-10-14
Creative Financial Designs Inc
INCREASED3,8633,759+104+3%$680.1K$737.1K+$57.1K2026-11-04
Ascent Wealth Partners, LLC
NEW3,860—+3,860——$736.6K—2026-10-23
Sather Financial Group Inc
DECREASED3,8554,653-798-17%$841.8K$735.6K-$106.2K2026-10-30
Mattern Wealth Management LLC
DECREASED3,8523,877-25-1%$701.4K$735.0K+$33.7K2026-11-04
Private Client Services, LLC
INCREASED3,8503,483+367+11%$630.1K$734.6K+$104.5K2026-10-02
Cohen Investment Advisors LLC
INCREASED3,8413,740+101+3%$676.6K$732.9K+$56.3K2026-10-20
Alpine Bank Wealth Management
INCREASED3,8363,742+94+3%$677.0K$732.0K+$55.0K2026-10-16
GC Wealth Management RIA, LLC
DECREASED3,8264,198-372-9%$759.5K$730.1K-$29.4K2026-11-02
WP Advisors, LLC
DECREASED3,8215,789-1,968-34%$1.0M$729.3K-$318.0K2026-10-22
Asset One Wealth Management LLC
INCREASED3,8082,428+1,380+57%$439.2K$726.7K+$287.4K2026-11-02
Camden National Bank
DECREASED3,8073,911-104-3%$707.5K$726.5K+$18.9K2026-11-02
MBL Wealth, LLC
INCREASED3,8002,740+1,060+39%$495.6K$725.3K+$229.6K2026-10-22
Ledyard National Bank
INCREASED3,7643,760+4+0%$680.2K$718.2K+$38.0K2026-10-21
Elmwood Wealth Management, Inc.
INCREASED3,7633,751+12+0%$678.7K$718.0K+$39.3K2026-10-14
Almanack Investment Partners, Llc.
DECREASED3,7573,783-26-1%$684.4K$717.0K+$32.6K2026-11-03
Nemes Rush Group LLC
UNCHANGED3,7523,75200%$678.8K$716.0K+$37.2K2026-11-04
Westside Investment Management, Inc.
UNCHANGED3,7453,74500%$677.5K$712.6K+$35.1K2026-11-02
Avior Wealth Management, LLC
INCREASED3,7333,554+179+5%$642.9K$712.2K+$69.4K2026-10-13
Blake Schutter Theil Wealth Advisors, LLC
DECREASED3,7313,939-208-5%$712.6K$711.9K-$6552026-11-02
Folger Nolan Fleming Douglas Capital Management, Inc
DECREASED3,7243,744-20-1%$677.4K$710.6K+$33.3K2026-10-13
Archford Capital Strategies, LLC
INCREASED3,7192,672+1,047+39%$483.3K$709.6K+$226.3K2026-10-19
Register Financial Advisors LLC
INCREASED3,7173,688+29+1%$667.2K$709.2K+$42.0K2026-10-23
PKS Advisory Services, LLC
UNCHANGED3,7173,71700%$672.4K$672.4K$02026-10-26
Naples Global Advisors, LLC
DECREASED3,7163,720-40%$676.9K$709.0K+$32.1K2026-11-05
Douglas Lane & Associates, LLC
DECREASED3,7154,285-570-13%$775.1K$708.9K-$66.2K2026-10-09
VUB Generali dochodkova spravcovska spolocnost, a.s.
UNCHANGED3,6863,68600%$666.8K$703.4K+$36.5K2026-10-26
Pines Wealth Management, LLC
INCREASED3,6853,130+555+18%$566.2K$703.2K+$136.9K2026-10-21
Vaughan & Co Securities, Inc.
DECREASED3,6774,424-747-17%$800.3K$701.6K-$98.7K2026-10-23
Hamilton Point Investment Advisors, LLC
UNCHANGED3,6723,67200%$669.7K$700.7K+$31.0K2026-11-03
Altfest L J & Co Inc
INCREASED3,6703,379+291+9%$611.2K$700.3K+$89.1K2026-10-27
Oasis Advisors, LLC
NEW3,663—+3,663——$698.9K—2026-10-16
Fermata Advisors, LLC
INCREASED3,6353,468+167+5%$627.3K$693.6K+$66.3K2026-10-13
Granite Group Advisors, LLC
DECREASED3,6283,629-10%$656.6K$692.2K+$35.7K2026-10-14
Silverlake Wealth Management LLC
DECREASED3,6193,864-245-6%$699.0K$690.5K-$8.5K2026-10-21
Commonwealth Financial Services, LLC
INCREASED3,6133,602+11+0%$651.6K$689.4K+$37.8K2026-10-20
Capital Advisors Wealth Management, LLC
INCREASED3,6043,584+20+1%$648.4K$687.7K+$39.3K2026-10-09
Bangor Savings Bank
UNCHANGED3,5923,59200%$649.8K$685.4K+$35.6K2026-10-06
Focused Alpha, LLC
NEW3,587—+3,587——$684.5K—2026-10-20
Laurel OAK Wealth Management, LLC
INCREASED3,5873,412+175+5%$617.3K$684.5K+$67.2K2026-10-19
Powell Investment Advisors, LLC
UNCHANGED3,5873,58700%$654.2K$684.5K+$30.3K2026-10-22
Pathway Financial Advisors LLC
DECREASED3,5823,882-300-8%$707.6K$683.5K-$24.1K2026-10-07
Adelphi Trust Co
INCREASED3,5823,329+253+8%$602.3K$683.5K+$81.3K2026-10-05
Godsey & Gibb, Inc
INCREASED3,5783,568+10+0%$645.6K$682.8K+$37.3K2026-10-14
Garde Capital, Inc.
INCREASED3,5773,424+153+4%$619.4K$682.6K+$63.1K2026-10-29
Rayburn West Financial Services LLC
UNCHANGED3,5743,57400%$646.6K$682.0K+$35.4K2026-11-03
Verus Capital Partners, LLC
DECREASED3,5723,794-222-6%$686.4K$681.6K-$4.8K2026-11-03
Montchanin Asset Management, LLC
INCREASED3,5573,007+550+18%$544.0K$679-$543.3K2026-11-02
Coastline Trust Co
UNCHANGED3,5523,55200%$642.6K$677.8K+$35.2K2026-10-01
Patriot Investment Management Group, Inc.
INCREASED3,5353,529+6+0%$638.4K$674.5K+$36.1K2026-10-15
Ascentis Wealth Management, LLC
INCREASED3,5323,487+45+1%$630.8K$674.0K+$43.2K2026-11-03
Howland Capital Management LLC
INCREASED3,5293,354+175+5%$611.7K$673.4K+$61.7K2026-10-22
True North Advisors, LLC
DECREASED3,5243,931-407-10%$711.2K$672.5K-$38.7K2026-10-22
Miller Financial Services LLC
INCREASED3,5223,020+502+17%$546.4K$672.1K+$125.8K2026-10-20
Riverbend Wealth Management, LLC
INCREASED3,5172,377+1,140+48%$430.0K$671.1K+$241.1K2026-10-15
Prentice Wealth Management LLC
DECREASED3,5163,722-206-6%$673.3K$670.9K-$2.4K2026-10-20
Griffin Asset Management, Inc.
DECREASED3,5124,089-577-14%$739.7K$670.2K-$69.5K2026-10-22
Legacy Private Trust Co.
DECREASED3,5083,534-26-1%$639.3K$669.4K+$30.1K2026-10-06
J. L. Bainbridge & Co., Inc.
INCREASED3,4923,491+1+0%$631.6K$666.3K+$34.6K2026-10-20
Hilltop National Bank
INCREASED3,4913,258+233+7%$589.4K$666.2K+$76.7K2026-10-14
Meadowbrook Wealth Management, LLC
NEW3,490—+3,490——$666.0K—2026-10-08
Xcel Wealth Management, LLC
UNCHANGED3,4833,48300%$630.1K$664.6K+$34.6K2026-10-26
Goldstein Advisors, LLC
INCREASED3,4753,208+267+8%$580.4K$663.1K+$82.7K2026-10-15
West Paces Advisors Inc.
INCREASED3,4633,203+260+8%$579.5K$660.8K+$81.4K2026-10-13
Riversedge Advisors, LLC
INCREASED3,4442,716+728+27%$491.3K$657.1K+$165.8K2026-10-09
Buckhead Capital Management LLC
DECREASED3,4403,460-20-1%$625.9K$656.4K+$30.5K2026-11-03
Robertson Stephens Wealth Management, LLC
INCREASED3,4363,268+168+5%$595.9K$655.6K+$59.6K2026-10-16
Alliance Wealth Management Group
UNCHANGED3,4243,42400%$246.4K$230.6K-$15.8K2026-10-29
MBE Wealth Management, LLC
NEW3,423—+3,423——$653.1K—2026-10-26
Benin Management Corp
UNCHANGED3,4233,42300%$619.3K$653.2K+$33.9K2026-10-22
Financial Solutions Advisory Group, Inc.
INCREASED3,4143,408+6+0%$617.4K$700.6K+$83.1K2026-10-28
Anchyra Partners LLC
INCREASED3,4053,212+193+6%$581.1K$649.7K+$68.7K2026-10-13
CRA Financial Services, LLC
INCREASED3,3953,373+22+1%$610.2K$647.9K+$37.6K2026-10-16
Code Waechter LLC
DECREASED3,3934,572-1,179-26%$827.0K$647.5K-$179.5K2026-10-23
Alliance Wealth Advisors, LLC
INCREASED3,3883,212+176+5%$581.1K$646.5K+$65.4K2026-10-28
XXI Wealth, LLC
INCREASED3,3873,115+272+9%$563.5K$646.3K+$82.8K2026-10-22
Foster Dykema Cabot & Partners, LLC
UNCHANGED3,3863,38600%$617.5K$646.1K+$28.6K2026-10-30
TFC Financial Management, Inc.
DECREASED3,3853,422-37-1%$619.1K$645.9K+$26.9K2026-10-26
Signal Advisors Wealth, LLC
DECREASED3,3833,484-101-3%$630.3K$645.6K+$15.3K2026-10-13
Emprise Bank
UNCHANGED3,3803,38000%$611.5K$645.0K+$33.5K2026-10-07
Syverson Strege & Co
DECREASED3,3663,372-60%$610.0K$642.3K+$32.3K2026-11-02
Aegon Asset Management UK PLC
DECREASED3,3603,401-41-1%$615.3K$641.2K+$25.9K2026-11-04
Penobscot Investment Management Company, Inc.
UNCHANGED3,3483,34800%$605.7K$638.9K+$33.2K2026-10-26
Clear Harbor Asset Management, LLC
UNCHANGED3,3433,34300%$604.8K$637.9K+$33.1K2026-11-05
Client 1ST Advisory Group, LLC
DECREASED3,3393,470-131-4%$627.8K$637.1K+$9.4K2026-10-19
Hazlett, Burt & Watson, Inc.
INCREASED3,3243,323+1+0%$526.1K$635-$525.4K2026-11-04
SYM Financial Corp
INCREASED3,2972,471+826+33%$447.0K$629.2K+$182.2K2026-10-26
MW Advisory, LLC
INCREASED3,2962,263+1,033+46%$409.4K$628.9K+$219.5K2026-10-19
Key Client Fiduciary Advisors, LLC
INCREASED3,2943,286+8+0%$594.5K$628.6K+$34.1K2026-10-19
Forbes Financial Planning, Inc.
DECREASED3,2913,461-170-5%$626.1K$628.0K+$1.9K2026-10-23
Kentucky Trust Co
DECREASED3,2783,320-42-1%$600.6K$625.5K+$24.9K2026-10-15
Optivise Advisory Services LLC
INCREASED3,2773,186+91+3%$576.3K$625.3K+$49.0K2026-10-19
Thrive Capital Management, LLC
INCREASED3,2763,231+45+1%$584.5K$625.2K+$40.7K2026-10-28
Eastern Bank
INCREASED3,2712,528+743+29%$457.3K$624.2K+$166.8K2026-10-05
AGH Wealth Advisors, LLC
INCREASED3,2713,083+188+6%$557.7K$624.2K+$66.4K2026-10-26
Rossby Financial, LCC
INCREASED3,2632,228+1,035+46%$403.1K$622.7K+$219.6K2026-11-05
Obermeyer Wealth Partners
DECREASED3,2373,245-80%$587.1K$617.7K+$30.6K2026-10-21
Sterling Investment Counsel, LLC
INCREASED3,2253,190+35+1%$577.1K$615.4K+$38.3K2026-10-19
Quantum Financial Advisors, LLC
INCREASED3,2212,917+304+10%$527.7K$614.6K+$86.9K2026-11-03
Landmark Wealth Management, LLC
UNCHANGED3,2153,21500%$581.6K$613.5K+$31.9K2026-11-03
Nilsine Partners, LLC
INCREASED3,2133,093+120+4%$559.6K$613.1K+$53.6K2026-11-02
World Equity Group, Inc.
DECREASED3,2013,600-399-11%$651.3K$610.9K-$40.3K2026-10-14
Third View Private Wealth, LLC
INCREASED3,1982,636+562+21%$476.9K$610.3K+$133.4K2026-10-30
Elevatus Welath Management
INCREASED3,1712,684+487+18%$485.5K$605.0K+$119.5K2026-10-19
KPP Advisory Services LLC
DECREASED3,1683,558-390-11%$643.7K$604.5K-$39.2K2026-10-26
Strategic Advisors LLC
INCREASED3,1543,153+1+0%$570.4K$601.8K+$31.4K2026-10-13
Sweeney & Michel, LLC
INCREASED3,1323,122+10+0%$591.8K$597.6K+$5.8K2026-10-16
Strata Wealth Advisors, LLC
INCREASED3,1203,020+100+3%$546.3K$595.3K+$49.0K2026-10-16
Accel Wealth Management
INCREASED3,1073,096+11+0%$560.1K$592.8K+$32.8K2026-10-13
S.A. Mason LLC
INCREASED3,1003,094+6+0%$559.8K$591.5K+$31.7K2026-10-13
First Heartland Consultants, Inc.
INCREASED3,0982,803+295+11%$507.1K$591.2K+$84.1K2026-10-08
Phoenix Wealth Advisors
UNCHANGED3,0933,09300%$559.6K$590.3K+$30.7K2026-11-03
Nordwand Advisors, LLC
INCREASED3,0873,029+58+2%$548.0K$589.1K+$41.1K2026-11-05
Patten Group, Inc.
INCREASED3,0802,796+284+10%$505.8K$587.7K+$81.9K2026-10-26
Detalus Advisors, LLC
DECREASED3,0783,326-248-7%$601.7K$587.3K-$14.4K2026-10-15
Worth Asset Management, LLC
NEW3,071—+3,071——$586.0K—2026-10-07
Essex Bank
DECREASED3,0593,067-80%$554.8K$583.7K+$28.9K2026-10-16
Laurion Capital Management LP
DECREASED3,0577,316-4,259-58%$1.3M$583.3K-$740.2K2026-10-30
Beacon Capital Management, LLC
DECREASED3,0573,204-147-5%$579.7K$583.3K+$3.6K2026-10-23
Fidelity D & D Bancorp Inc
DECREASED3,0353,041-60%$550.1K$579.1K+$29.0K2026-11-05
Biltmore Family Office, LLC
DECREASED3,0273,221-194-6%$587.4K$577.5K-$9.8K2026-11-03
Schaper Benz & Wise Investment Counsel Inc
UNCHANGED3,0273,02700%$547.6K$577.6K+$30.0K2026-10-09
BNC Wealth Management, LLC
UNCHANGED3,0203,02000%$546.3K$576.3K+$29.9K2026-10-19
Barlow Wealth Partners, LLC
UNCHANGED3,0003,00000%$561.2K$571.2K+$10.0K2026-10-15
Hartford Financial Management Inc.
UNCHANGED2,9892,98900%$540.7K$570.4K+$29.6K2026-10-21
Benchmark Financial Wealth Advisors, LLC
INCREASED2,9882,733+255+9%$494.4K$570.2K+$75.8K2026-10-20
Maia Wealth LLC
DECREASED2,9833,991-1,008-25%$722.1K$569.2K-$152.9K2026-10-19
Vanguard Capital Wealth Advisors
DECREASED2,9823,401-419-12%$615.4K$569.1K-$46.2K2026-10-16
Argentarii, LLC
DECREASED2,9797,003-4,024-57%$1.3M$568.4K-$735.6K2026-10-28
Beacon Investment Advisory Services, Inc.
DECREASED2,9795,012-2,033-41%$906.7K$568.5K-$338.3K2026-10-13
Berman McAleer LLC
UNCHANGED2,9792,97900%$539.0K$568.5K+$29.5K2026-10-16
Security Financial Services, Inc.
INCREASED2,9782,914+64+2%$527.2K$568.3K+$41.1K2026-10-29
Brady Martz Wealth Solutions, LLC
UNCHANGED2,9712,97100%$537.5K$566.9K+$29.4K2026-11-05
Cape Investment Advisory, Inc.
DECREASED2,9693,756-787-21%$679.5K$566.5K-$113.1K2026-10-13
Capital Advantage, Inc.
NEW2,964—+2,964——$565.6K—2026-10-14
Firethorn Wealth Partners, LLC
DECREASED2,9583,004-46-2%$543.5K$564.4K+$20.9K2026-10-14
Richardson Financial Services Inc.
INCREASED2,9542,547+407+16%$460.8K$563.7K+$102.9K2026-10-30
Legacy Financial Group, Inc.
INCREASED2,9482,358+590+25%$426.6K$562.5K+$136.0K2026-10-21
Telos Capital Management, Inc.
INCREASED2,9262,812+114+4%$508.7K$558.4K+$49.6K2026-11-02
Apollon Financial, LLC
INCREASED2,9212,114+807+38%$382.4K$557.4K+$174.9K2026-10-23
Toth Financial Advisory Corp
DECREASED2,9162,988-72-2%$540.6K$556.4K+$15.9K2026-10-08
ADE, LLC
INCREASED2,9162,900+16+1%$524.6K$556.4K+$31.8K2026-10-29
Centennial Wealth Advisory LLC
INCREASED2,9102,709+201+7%$490.3K$556.3K+$66.0K2026-10-16
Northwest Wealth Management, LLC
INCREASED2,9092,836+73+3%$513.1K$555.1K+$42.1K2026-10-30
ARS Wealth Advisors Group, LLC
DECREASED2,9082,946-38-1%$532.9K$554.9K+$21.9K2026-10-16
Oldfield Partners LLP
INCREASED2,9002,800+100+4%$506.5K$553.4K+$46.8K2026-11-02
XML Financial, LLC
INCREASED2,9002,891+9+0%$523.0K$553.4K+$30.4K2026-10-29
Tranquility Partners, LLC
INCREASED2,8982,828+70+2%$511.6K$553.0K+$41.4K2026-10-20
Summit Securities Group LLC
INCREASED2,8871,261+1,626+129%$228.1K$550.9K+$322.8K2026-11-05
One Way Holdings LLC
INCREASED2,8852,839+46+2%$513.6K$550.5K+$36.9K2026-10-29
Southern Michigan Bank & Trust
UNCHANGED2,8792,87900%$520.8K$549.4K+$28.5K2026-10-19
Wheelhouse Advisory Group LLC
INCREASED2,8732,744+129+5%$496.5K$548.3K+$51.8K2026-10-20
Bright Financial Advisors, Inc.
INCREASED2,8702,869+1+0%$519.0K$547.6K+$28.6K2026-10-23
Peoples Bank
UNCHANGED2,8692,86900%$519.0K$547.5K+$28.4K2026-10-09
55 North Private Wealth, LLC
INCREASED2,8682,640+228+9%$477.6K$547.3K+$69.7K2026-10-20
Kwmg, LLC
UNCHANGED2,8582,85800%$517.0K$545.4K+$28.3K2026-10-07
Iron Financial LLC
DECREASED2,8506,678-3,828-57%$1.2M$543.8K-$664.3K2026-10-23
Intergy Private Wealth, LLC
INCREASED2,8492,591+258+10%$468.7K$543.6K+$74.9K2026-10-16
Regent Peak Wealth Advisors LLC
INCREASED2,8452,697+148+5%$487.9K$542.9K+$55.0K2026-10-13
First Affirmative Financial Network
NEW2,844—+2,844——$542.8K—2026-10-21
Sutton Place Investors LLC
INCREASED2,8422,811+31+1%$508.5K$542.3K+$33.8K2026-10-20
Tritonpoint Wealth, LLC
DECREASED2,8332,923-90-3%$528.8K$540.6K+$11.8K2026-10-19
Hudock, Inc.
DECREASED2,8322,884-52-2%$521.9K$540.5K+$18.6K2026-10-14
Adell Harriman & Carpenter Inc
DECREASED2,8223,022-200-7%$546.7K$538.5K-$8.2K2026-11-02
Investment Advisory Services Inc
INCREASED2,8222,809+13+0%$508.2K$538.6K+$30.4K2026-10-27
Carret Asset Management, LLC
DECREASED2,8172,837-20-1%$513.2K$537.5K+$24.3K2026-11-04
Certified Advisory Corp
INCREASED2,8172,802+15+1%$506.9K$537.5K+$30.5K2026-10-29
Stevens Capital Partners
INCREASED2,8141,311+1,503+115%$237.2K$537.0K+$299.8K2026-10-29
Smith Chas P & Associates PA Cpas
INCREASED2,8092,796+13+0%$505.9K$576.4K+$70.6K2026-10-22
Meadow Creek Wealth Advisors LLC
INCREASED2,8082,490+318+13%$450.5K$535.8K+$85.4K2026-11-02
Platt Wealth Management LLC
DECREASED2,8012,833-32-1%$512.0K$534-$511.5K2026-11-04
Latitude Advisors, LLC
INCREASED2,7982,552+246+10%$461.7K$533.9K+$72.2K2026-10-27
Revolve Wealth Partners, LLC
INCREASED2,7962,659+137+5%$481.1K$533.6K+$52.5K2026-10-23
Schear Investment Advisers, LLC
NEW2,794—+2,794——$533.2K—2026-10-14
Tempo Wealth, LLC
INCREASED2,7942,756+38+1%$498.5K$533.2K+$34.6K2026-10-14
Madden Securities Corp
UNCHANGED2,7852,78500%$503.8K$531.4K+$27.6K2026-10-27
Journey Advisory Group, LLC
DECREASED2,7762,858-82-3%$517.0K$529.7K+$12.7K2026-11-04
GSG Advisors LLC
INCREASED2,7752,594+181+7%$469.3K$529.5K+$60.2K2026-11-03
MKT Advisors LLC
DECREASED2,7682,893-125-4%$543.3K$555.0K+$11.7K2026-10-20
Jacobsen Capital Management
INCREASED2,7662,689+77+3%$486.5K$527.8K+$41.3K2026-10-27
Hardin Capital Partners, LLC
DECREASED2,7642,864-100-3%$523.1K$527.4K+$4.3K2026-10-09
D.B. Root & Company, LLC
INCREASED2,7602,744+16+1%$496.4K$526.7K+$30.2K2026-11-04
Linden Thomas Advisory Services, LLC
INCREASED2,7572,151+606+28%$389.1K$526.1K+$137.0K2026-10-19
365 WMG Private Fund I: Primus Fund LLC
NEW2,751—+2,751——$524.9K—2026-10-20
Axecap Investments, LLC
DECREASED2,7512,777-26-1%$502.4K$524.9K+$22.6K2026-10-20
Hidden Cove Wealth Management, LLC
INCREASED2,7482,534+214+8%$458.4K$524.4K+$65.9K2026-10-19
Spartan Planning & Wealth Management
DECREASED2,7403,602-862-24%$651.6K$522.9K-$128.7K2026-10-13
Gerber Kawasaki Wealth & Investment Management
INCREASED2,7332,150+583+27%$389.1K$521.6K+$132.5K2026-10-29
Cooke & Bieler LP
UNCHANGED2,7332,73300%$494.4K$521.5K+$27.1K2026-10-21
Summit Wealth Group LLC / Co
INCREASED2,7322,429+303+12%$439.4K$521.4K+$82.0K2026-10-29
Rosenberg Matthew Hamilton
INCREASED2,7172,677+40+1%$484.3K$518.5K+$34.2K2026-10-05
KG Capital Management
DECREASED2,7133,111-398-13%$562.8K$517.7K-$45.1K2026-10-15
Connecticut Wealth Management, LLC
UNCHANGED2,7082,70800%$489.9K$516.8K+$26.9K2026-10-13
Innova Wealth Partners
DECREASED2,7072,735-28-1%$494.8K$516.6K+$21.8K2026-10-21
Lebenthal Global Advisors, LLC
DECREASED2,7054,424-1,719-39%$800.3K$516.2K-$284.2K2026-10-28
Mosley Wealth Management
INCREASED2,6862,387+299+13%$431.8K$537.0K+$105.1K2026-10-16
Clear Wave Wealth Management LLC
INCREASED2,6832,558+125+5%$462.8K$512.0K+$49.2K2026-11-04
Golden State Wealth Management, LLC
INCREASED2,6792,528+151+6%$457.5K$511.3K+$53.8K2026-11-02
Maple Capital Management, Inc.
INCREASED2,6682,216+452+20%$400.9K$509.1K+$108.2K2026-11-02
WealthPoint Financial, LLC
INCREASED2,6522,579+73+3%$466.5K$506.1K+$39.6K2026-11-03
Edgemoor Investment Advisors, Inc.
DECREASED2,6492,661-120%$481.5K$505.4K+$23.9K2026-11-03
Axiom Investment Management LLC
INCREASED2,6461,612+1,034+64%$291.6K$504.9K+$213.3K2026-11-03
Commons Capital, LLC
UNCHANGED2,6442,64400%$478.3K$504.5K+$26.2K2026-11-05
FAI Advisors, Inc.
INCREASED2,6432,503+140+6%$452.8K$504.3K+$51.5K2026-10-27
Capital Squared Financial LLC
DECREASED2,6182,623-50%$474.6K$499.6K+$25.0K2026-10-30
Zega Investments, LLC
DECREASED2,6074,137-1,530-37%$748.5K$497.5K-$251.0K2026-11-04
One Plus One Wealth Management, LLC
DECREASED2,6072,749-142-5%$497.3K$497.5K+$1462026-10-16
Huntleigh Advisors, Inc.
INCREASED2,6072,595+12+0%$469.4K$497.5K+$28.1K2026-11-03
Eagle Bay Advisors LLC
INCREASED2,6062,549+57+2%$465.0K$497.4K+$32.4K2026-10-16
Hollow Brook Wealth Management LLC
NEW2,603—+2,603——$496.7K—2026-10-29
Bochk Asset Management Ltd
NEW2,600—+2,600——$496.1K—2026-10-29
Trueblood Wealth Management, LLC
DECREASED2,5902,636-46-2%$476.9K$494.3K+$17.4K2026-10-23
BXM Wealth LLC
UNCHANGED2,5842,58400%$467.5K$493.1K+$25.6K2026-11-03
Cove Private Wealth, LLC
INCREASED2,5802,348+232+10%$424.8K$492.3K+$67.5K2026-10-28
LCM Capital Management Inc
INCREASED2,5792,556+23+1%$462.4K$492.2K+$29.7K2026-10-20
Petros Family Wealth, LLC
INCREASED2,5732,239+334+15%$405.1K$491.0K+$85.9K2026-10-28
MSH Capital Advisors LLC
INCREASED2,5592,557+2+0%$462.6K$488.3K+$25.7K2026-11-03
Columbia Bank
INCREASED2,5562,549+7+0%$461.1K$487.7K+$26.6K2026-10-29
Stronghold Wealth Management L.L.C.
DECREASED2,5462,589-43-2%$468.4K$485.8K+$17.5K2026-10-16
Precedent Wealth Partners, LLC
DECREASED2,5274,831-2,304-48%$874.1K$482.3K-$391.8K2026-10-21
Townsend Asset Management Corp
INCREASED2,5142,510+4+0%$454.0K$479.7K+$25.6K2026-10-29
Signature Equity Partners, LLC
INCREASED2,5132,309+204+9%$417.7K$479.6K+$61.9K2026-10-29
Pinnacle Bancorp, Inc.
DECREASED2,5092,519-100%$455.7K$478.8K+$23.1K2026-10-21
Mezzasalma Advisors, LLC
INCREASED2,5042,478+26+1%$448.3K$477.8K+$29.5K2026-10-14
Sigma Investment Counselors Inc
DECREASED2,5033,415-912-27%$617.8K$477.6K-$140.2K2026-10-27
Canvas Wealth Advisors, LLC
INCREASED2,4991,977+522+26%$357.7K$521.0K+$163.4K2026-11-02
Manchester Capital Management LLC
DECREASED2,4992,617-118-5%$473.4K$476.9K+$3.4K2026-10-22
Human Investing LLC
DECREASED2,4952,505-100%$453.1K$476.2K+$23.0K2026-10-19
YHB Investment Advisors, Inc.
INCREASED2,4872,440+47+2%$441.4K$474.6K+$33.1K2026-10-08
Griffith & Werner, Inc.
DECREASED2,4862,500-14-1%$452.0K$474.4K+$22.4K2026-11-04
Schmidt P J Investment Management Inc
INCREASED2,4772,445+32+1%$442.3K$472.7K+$30.4K2026-11-02
Costello Asset Management, Inc
INCREASED2,4582,443+15+1%$442.0K$469.1K+$27.1K2026-10-30
Laurel Wealth Advisors LLC
UNCHANGED2,4542,45400%$444.0K$468.3K+$24.3K2026-10-27
RS Crum Inc.
UNCHANGED2,4532,45300%$443.8K$468.1K+$24.3K2026-10-19
Seelaus Asset Management LLC
DECREASED2,4442,484-40-2%$449.4K$466.4K+$17.0K2026-10-14
Atlantic Edge Private Wealth Management, LLC
UNCHANGED2,4392,43900%$441.2K$465.4K+$24.2K2026-10-20
Missouri Trust & Investment Co
UNCHANGED2,4352,43500%$464.6K$464.6K$02026-11-04
ACT Advisors, Llc.
INCREASED2,4332,367+66+3%$428.3K$464.2K+$35.9K2026-10-15
Trust Co of Oklahoma
DECREASED2,4282,459-31-1%$444.9K$463.3K+$18.5K2026-10-15
Fulcrum Capital LLC
INCREASED2,4252,078+347+17%$375.9K$462.7K+$86.8K2026-10-15
Aull & Monroe Investment Management Corp
UNCHANGED2,4222,42200%$438.2K$462.2K+$24.0K2026-10-16
Summit Asset Management, LLC
DECREASED2,4172,477-60-2%$448.1K$461.2K+$13.0K2026-11-05
Finward Bancorp
DECREASED2,3962,446-50-2%$442.5K$457.2K+$14.7K2026-10-14
Gables Capital Management Inc.
UNCHANGED2,3932,39300%$432.9K$456.6K+$23.7K2026-11-04
Northstar Asset Management Co
UNCHANGED2,3772,37700%$458.8K$469.4K+$10.6K2026-10-22
Adirondack Trust Co
UNCHANGED2,3572,35700%$426.4K$449.8K+$23.4K2026-10-14
Bayban
UNCHANGED2,3522,35200%$425.5K$425.5K$02026-11-05
Chemung Canal Trust Co
INCREASED2,3472,337+10+0%$422.8K$447.9K+$25.1K2026-11-04
Drum Hill Capital, LLC
UNCHANGED2,3442,34400%$424.1K$447.3K+$23.2K2026-10-20
Centurion Wealth Management LLC
INCREASED2,3382,337+1+0%$422.8K$446.2K+$23.3K2026-10-13
Gallacher Capital Management LLC
NEW2,337—+2,337——$445.9K—2026-10-30
Spinnaker Investment Group, LLC
DECREASED2,3334,828-2,495-52%$873.4K$445.2K-$428.3K2026-10-13
Invariant Investment Management
DECREASED2,3262,328-20%$430.0K$436.0K+$6.0K2026-10-08
PUREfi Wealth, LLC
DECREASED2,3172,364-47-2%$427.7K$442.1K+$14.5K2026-10-19
Markowski Investments
INCREASED2,3092,301+8+0%$416.2K$440.6K+$24.4K2026-10-30
Ridgewood Investments LLC
INCREASED2,3082,305+3+0%$416.9K$440.4K+$23.5K2026-10-05
Waller Financial Planning Group, Inc
UNCHANGED2,2962,29600%$415.4K$438.1K+$22.8K2026-10-07
North Capital, Inc.
INCREASED2,2951,778+517+29%$321.7K$457.4K+$135.6K2026-10-16
Beacon Financial Advisory LLC
INCREASED2,2892,169+120+6%$392.3K$436.7K+$44.4K2026-10-16
626 Financial, LLC
UNCHANGED2,2662,26600%$409.9K$432.4K+$22.5K2026-11-04
City State Bank
UNCHANGED2,2512,25100%$407.2K$429.5K+$22.3K2026-10-20
Foguth Wealth Management, Llc.
INCREASED2,2472,073+174+8%$399.6K$461.1K+$61.5K2026-10-19
Encompass Wealth Advisors, LLC
NEW2,246—+2,246——$428.5K—2026-10-15
McCollum Christoferson Group LLC
INCREASED2,2432,000+243+12%$361.8K$428.0K+$66.2K2026-10-13
Tenet Wealth Partners, LLC
INCREASED2,2341,912+322+17%$374.1K$426.3K+$52.2K2026-10-19
Park Edge Advisors, LLC
DECREASED2,2278,122-5,895-73%$1.5M$425.0K-$1.0M2026-10-28
Tuttle Capital Management, LLC
NEW2,226—+2,226——$424.8K—2026-10-21
First Bancorp, Inc
UNCHANGED2,2222,22200%$402.0K$424.0K+$22.0K2026-10-26
Cornerstone Planning Group LLC
DECREASED2,2092,440-231-9%$474.0K$444.5K-$29.5K2026-10-16
NTV Asset Management LLC
DECREASED2,2052,505-300-12%$453.2K$420.8K-$32.4K2026-10-23
BLB&B Advisors, LLC
DECREASED2,2052,371-166-7%$428.9K$420.8K-$8.2K2026-10-27
Kuhn & Co Investment Counsel
INCREASED2,2002,166+34+2%$391.9K$419.8K+$28.0K2026-10-29
Prevail Innovative Wealth Advisors, LLC
INCREASED2,1991,124+1,075+96%$203.3K$423.7K+$220.4K2026-10-20
Lazari Capital Management, Inc.
DECREASED2,1922,458-266-11%$444.6K$418.2K-$26.4K2026-10-20
Tandem Investment Advisors, Inc.
DECREASED2,1892,368-179-8%$428.4K$417.7K-$10.7K2026-11-04
Hobart Private Capital, LLC
INCREASED2,1892,037+152+7%$368.5K$417.8K+$49.2K2026-10-19
Evermay Wealth Management LLC
INCREASED2,1791,100+1,079+98%$200.0K$415.8K+$215.8K2026-11-05
Fulton Breakefield Broenniman LLC
INCREASED2,1762,168+8+0%$392.3K$415.2K+$22.9K2026-11-03
Newman Dignan & Sheerar, Inc.
UNCHANGED2,1742,17400%$393.3K$414.8K+$21.5K2026-10-21
Evolution Wealth Advisors, LLC
INCREASED2,1712,037+134+7%$368.5K$414.3K+$45.8K2026-11-03
Invenio Wealth Partners LLC
DECREASED2,1712,239-68-3%$405.1K$414.3K+$9.2K2026-10-20
Fagan Associates, Inc.
INCREASED2,1672,020+147+7%$365.4K$413.5K+$48.1K2026-10-13
Black Diamond Financial, LLC
INCREASED2,1661,666+500+30%$301.3K$413.3K+$111.9K2026-10-26
Gratus Wealth Advisors, LLC
UNCHANGED2,1652,16500%$391.7K$413.1K+$21.5K2026-10-26
McKinley Carter Wealth Services, Inc.
DECREASED2,1612,193-32-1%$396.7K$412.3K+$15.6K2026-10-16
Nolet Wealth Management, LLC
UNCHANGED2,1602,16000%$390.7K$412.1K+$21.4K2026-10-15
Dakota Community Bank & Trust NA
DECREASED2,1502,161-11-1%$390.9K$410.3K+$19.3K2026-10-09
Three Magnolias Financial Advisors, LLC
UNCHANGED2,1502,15000%$389.0K$410.3K+$21.3K2026-10-14
TriaGen Wealth Management LLC
INCREASED2,1392,093+46+2%$378.6K$408.2K+$29.5K2026-10-14
Greg Jennings, LLC
NEW2,131—+2,131——$406.6K—2026-10-19
Gutierrez Wealth Advisory, LLC
NEW2,128—+2,128——$406.0K—2026-11-02
Trust Co
UNCHANGED2,1262,12600%$384.6K$405.7K+$21.1K2026-10-09
Graham Capital Wealth Management, LLC
DECREASED2,1202,127-70%$384.8K$404.6K+$19.8K2026-10-26
15 Wealth Advisors LLC
NEW2,119—+2,119——$404.4K—2026-10-14
Atlas Wealth Partners, LLC
INCREASED2,1152,108+7+0%$384.4K$403.6K+$19.1K2026-11-03
SilverOak Wealth Management LLC
DECREASED2,1062,118-12-1%$383.2K$401.9K+$18.7K2026-10-29
Morton Capital Management LLC
INCREASED2,1042,098+6+0%$379.6K$401.5K+$21.9K2026-10-23
Acropolis Investment Management, LLC
INCREASED2,1022,091+11+1%$378.3K$401.1K+$22.8K2026-10-08
Eubel Brady & Suttman Asset Management Inc
UNCHANGED2,1002,10000%$380.0K$401-$379.6K2026-11-04
Cordgrass Capital Advisors, LLC
UNCHANGED2,0992,09900%$379.7K$400.5K+$20.8K2026-10-30
Advisortrust Partners, LLC
INCREASED2,0982,081+17+1%$376.5K$400.3K+$23.9K2026-11-02
Armbruster Capital Management, Inc.
DECREASED2,0912,278-187-8%$412.1K$399.0K-$13.1K2026-10-19
Warwick Investment Management, Inc.
DECREASED2,0902,243-153-7%$405.9K$398.8K-$7.1K2026-10-19
First Citizens Financial Corp
DECREASED2,0892,139-50-2%$387.0K$398.6K+$11.7K2026-10-02
BCU Wealth Advisors, LLC
UNCHANGED2,0882,08800%$377.8K$398.5K+$20.7K2026-10-16
Wilkins Investment Counsel Inc
UNCHANGED2,0822,08200%$376.7K$397.3K+$20.6K2026-11-03
MPS Loria Financial Planners, LLC
DECREASED2,0802,246-166-7%$406.5K$396.9K-$9.6K2026-10-14
ShoreHaven Wealth Partners, LLC
INCREASED2,0592,000+59+3%$361.8K$392.8K+$31.0K2026-10-16
ERn Financial, LLC
INCREASED2,0492,031+18+1%$367.4K$390.9K+$23.5K2026-10-28
Center For Asset Management LLC
INCREASED2,0461,344+702+52%$243.2K$390.4K+$147.2K2026-10-16
M. Kraus & Co
DECREASED2,0452,095-50-2%$379.0K$390.2K+$11.2K2026-10-20
Five Oceans Advisors
INCREASED2,0452,042+3+0%$369.4K$390.2K+$20.8K2026-10-22
NWF Advisory Services Inc.
UNCHANGED2,0452,04500%$370.0K$390.2K+$20.3K2026-10-19
Richard Young Associates, Ltd.
NEW2,044—+2,044——$390.0K—2026-11-03
Gemmer Asset Management LLC
UNCHANGED2,0412,04100%$369.2K$389.5K+$20.2K2026-10-16
Vestor Capital, LLC
DECREASED2,03832,617-30,579-94%$4.4K$538-$3.9K2026-11-04
Optima Capital LLC
INCREASED2,0372,023+14+1%$368.7K$388.6K+$19.9K2026-10-29
Hamilton Capital, LLC
DECREASED2,0342,164-130-6%$391.6K$388.2K-$3.3K2026-10-08
Sound Income Strategies, LLC
DECREASED2,0332,988-955-32%$540.5K$407.6K-$132.9K2026-10-09
BKM Wealth Management, LLC
DECREASED2,0332,093-60-3%$378.6K$387.9K+$9.3K2026-10-22
Armstrong Advisory Group, Inc
DECREASED2,0292,407-378-16%$435.4K$387.1K-$48.3K2026-10-09
Essential Partners LLC
INCREASED2,0131,563+450+29%$282.8K$384.1K+$101.4K2026-10-14
Proathlete Wealth Management LLC
INCREASED2,0131,703+310+18%$308.1K$384.1K+$76.0K2026-10-15
Hengehold Capital Management LLC
DECREASED2,0112,027-16-1%$366.8K$383.8K+$17.0K2026-10-16
Blankinship & Foster, LLC
UNCHANGED2,0102,01000%$363.6K$383.5K+$19.9K2026-10-19
Aletheian Wealth Advisors LLC
INCREASED2,0051,974+31+2%$357.1K$382.6K+$25.5K2026-10-08
Ifrah Financial Services, Inc.
UNCHANGED2,0002,00000%$361.8K$381.6K+$19.8K2026-10-13
Verum Partners LLC
INCREASED1,9941,937+57+3%$350.4K$380.4K+$30.0K2026-10-21
Next Level Private LLC
INCREASED1,9891,951+38+2%$352.9K$379.5K+$26.6K2026-10-20
Harfst & Associates, Inc.
UNCHANGED1,9881,98800%$359.7K$379.4K+$19.7K2026-10-20
Hubbell Strickland Wealth Management, LLC
INCREASED1,9811,971+10+1%$356.5K$378.0K+$21.4K2026-10-29
Cerro Pacific Wealth Advisors LLC
INCREASED1,9761,855+121+7%$335.7K$377.1K+$41.4K2026-10-22
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED1,9731,950+23+1%$353.0K$376-$352.6K2026-10-14
Wealth Alliance Advisory Group, LLC
INCREASED1,9681,958+10+1%$354.2K$375.5K+$21.3K2026-10-14
Central Bank & Trust Co
UNCHANGED1,9651,96500%$355.5K$375.0K+$19.5K2026-10-09
Compass Financial Management LLC
DECREASED1,9612,036-75-4%$376.0K$374.2K-$1.8K2026-10-30
Integral Investment Advisors, Inc.
INCREASED1,9591,950+9+0%$352.8K$373.8K+$21.0K2026-11-03
First United Bank & Trust
INCREASED1,9541,685+269+16%$304.8K$372.9K+$68.0K2026-10-22
Belleair Asset Management, LLC
UNCHANGED1,9501,95000%$352.8K$372.1K+$19.3K2026-11-03
Chapin Davis, Inc.
INCREASED1,9481,922+26+1%$347.7K$371.7K+$24.0K2026-10-09
Instrumental Wealth, LLC
INCREASED1,9441,430+514+36%$258.7K$371.0K+$112.3K2026-10-20
Highland Capital Management, LLC
INCREASED1,9441,838+106+6%$332.4K$371.0K+$38.6K2026-10-26
Seven Mile Advisory
DECREASED1,9432,080-137-7%$379.4K$370.8K-$8.6K2026-10-22
LJI Wealth Management, LLC
DECREASED1,9432,014-71-4%$364.3K$370.7K+$6.4K2026-10-28
J.M. Arbour, LLC
INCREASED1,9401,853+87+5%$335.2K$370.2K+$35.0K2026-11-05
Successful Portfolios LLC
DECREASED1,9361,937-10%$351.2K$366.9K+$15.7K2026-10-09
Boltwood Capital Management
INCREASED1,9351,920+15+1%$347.3K$369.2K+$21.9K2026-10-02
TritonPoint Partners, LLC
DECREASED1,9313,849-1,918-50%$702.1K$368.4K-$333.6K2026-11-05
Veratis Advisors, Inc.
UNCHANGED1,9211,92100%$347.5K$366.6K+$19.0K2026-11-03
R2 Capital Strategies, LLC
INCREASED1,9191,904+15+1%$344.5K$366.1K+$21.6K2026-10-15
Oregon Pacific Wealth Management, LLC
DECREASED1,9152,185-270-12%$395.3K$365.4K-$29.9K2026-10-20
CenterBook Partners LP
DECREASED1,9135,067-3,154-62%$916.7K$365.0K-$551.6K2026-11-02
Roxbury Financial LLC
INCREASED1,9081,900+8+0%$343.7K$364.1K+$20.4K2026-10-01
Synergy Asset Management, LLC
NEW1,906—+1,906——$363.7K—2026-11-05
Private Wealth Group, LLC
UNCHANGED1,9051,90500%$344.6K$363.5K+$18.9K2026-10-19
Silver Grove Financial Group, Inc.
INCREASED1,8961,841+55+3%$333.0K$361.8K+$28.8K2026-11-05
Kelly Financial Services LLC
INCREASED1,8941,883+11+1%$340.6K$361.5K+$20.9K2026-10-20
Old Mission Investment Co LLC
UNCHANGED1,8891,88900%$344.5K$360.5K+$15.9K2026-10-22
Centerpoint Advisors, LLC
INCREASED1,8881,788+100+6%$323.0K$360-$322.6K2026-11-05
Traveka Wealth, LLC
INCREASED1,8771,793+84+5%$324.4K$358.1K+$33.7K2026-10-19
EdgeRock Capital LLC
INCREASED1,8751,761+114+6%$318.6K$357.8K+$39.2K2026-11-03
Family Capital Management, Inc.
INCREASED1,8631,838+25+1%$332.5K$355.4K+$22.9K2026-11-03
Rockline Wealth Management, LLC
UNCHANGED1,8581,85800%$336.2K$354.6K+$18.4K2026-10-26
Fiduciary Financial Group, LLC
INCREASED1,8531,749+104+6%$316.4K$353.6K+$37.2K2026-10-13
Enzi Wealth
INCREASED1,8471,841+6+0%$323.9K$368.1K+$44.2K2026-10-14
Affinity Capital Advisors, LLC
INCREASED1,8461,738+108+6%$321.1K$371.4K+$50.3K2026-10-13
Richwood Investment Advisors, LLC
DECREASED1,8461,853-70%$335.2K$352.3K+$17.0K2026-10-30
Legacy Financial Strategies, LLC
INCREASED1,8461,841+5+0%$333.1K$352.3K+$19.3K2026-10-15
DT Investment Partners, LLC
UNCHANGED1,8451,84500%$333.8K$352.1K+$18.3K2026-10-27
Fairscale Capital, LLC
INCREASED1,8401,832+8+0%$334.1K$384.2K+$50.1K2026-11-04
Sunbeam Capital Management, LLC
DECREASED1,8372,090-253-12%$378.1K$350.5K-$27.6K2026-11-05
Capstone Wealth Management, LLC
INCREASED1,8341,723+111+6%$311.7K$350.0K+$38.3K2026-11-02
Veery Capital, LLC
DECREASED1,8341,885-51-3%$341.0K$350.0K+$8.9K2026-10-07
Chatham Capital Group, Inc.
UNCHANGED1,8261,82600%$330.3K$348.4K+$18.1K2026-10-16
Wiser Wealth Management, Inc
INCREASED1,8221,700+122+7%$307.5K$347.7K+$40.1K2026-10-14
Breakwater Capital Group
DECREASED1,8181,850-32-2%$334.7K$346.9K+$12.2K2026-10-09
Thompson Investment Management, Inc.
UNCHANGED1,8171,81700%$328.7K$346.7K+$18.0K2026-10-14
Dutch Asset Corp
INCREASED1,8151,579+236+15%$285.7K$346.5K+$60.7K2026-10-20
TPG Advisors LLC
UNCHANGED1,8151,81500%$328.3K$346.3K+$18.0K2026-10-16
Kelly Financial Group LLC
UNCHANGED1,8121,81200%$327.8K$345.8K+$18.0K2026-10-16
Moody Lynn Lieberson & Walker, LLC
DECREASED1,8061,825-19-1%$330.2K$344.6K+$14.5K2026-10-14
Dymon Asia Capital (Singapore) Pte. Ltd.
NEW1,800—+1,800——$343.5K—2026-11-04
Center for Wealth Management Advisory
NEW1,788—+1,788——$341.2K—2026-10-23
NBH Bank
INCREASED1,7791,744+35+2%$315.5K$339.5K+$24.0K2026-11-05
Gerber, LLC
INCREASED1,7791,778+1+0%$321.7K$339.4K+$17.8K2026-10-21
RDA Financial Network
INCREASED1,7761,713+63+4%$309.9K$339.0K+$29.1K2026-10-15
IMG Wealth Management, Inc.
INCREASED1,7741,734+40+2%$313.7K$338.5K+$24.8K2026-10-27
Quadrant Private Wealth Management, LLC
NEW1,769—+1,769——$337.5K—2026-11-04
Vision Financial Markets LLC
DECREASED1,7683,722-1,954-52%$672.4K$336.8K-$335.6K2026-10-22
SFE Investment Counsel
UNCHANGED1,7651,76500%$319.3K$336.8K+$17.5K2026-10-29
Acorn Creek Capital LLC
INCREASED1,7621,754+8+0%$317.3K$336.1K+$18.8K2026-11-05
Canopy Partners, LLC
INCREASED1,7481,675+73+4%$303.0K$333.6K+$30.5K2026-10-28
Advisory Solutions Group, LLC
NEW1,744—+1,744——$332.8K—2026-10-14
LifeGoal Investments, LLC
INCREASED1,7361,560+176+11%$282.2K$331.3K+$49.1K2026-10-09
Presilium Private Wealth, LLC
INCREASED1,7311,589+142+9%$287.4K$330.2K+$42.8K2026-10-26
Montz Harcus Wealth Management LLC
INCREASED1,7301,711+19+1%$309.5K$330.2K+$20.7K2026-10-09
AIA Group Ltd
INCREASED1,7271,695+32+2%$306.6K$329.5K+$22.9K2026-10-30
TMB Capital Partners, LLC
UNCHANGED1,7261,72600%$312.3K$329.4K+$17.1K2026-10-20
Rockport Wealth LLC
INCREASED1,7221,529+193+13%$276.5K$328.6K+$52.0K2026-11-03
Atlas Private Wealth Advisors
INCREASED1,7091,512+197+13%$273.5K$326.1K+$52.6K2026-10-23
Independent Wealth Network Inc.
INCREASED1,7041,689+15+1%$305.6K$325.1K+$19.5K2026-10-19
Granite FO LLC
UNCHANGED1,7001,70000%$307.5K$324.4K+$16.8K2026-10-14
Eastover Investment Advisors LLC
UNCHANGED1,7001,70000%$307.5K$324.4K+$16.8K2026-10-05
McAlister, Sweet & Associates, Inc.
UNCHANGED1,7001,70000%$307.5K$324.4K+$16.8K2026-10-07
Tsfg, LLC
DECREASED1,6953,923-2,228-57%$710.0K$323-$709.7K2026-10-23
Archer Investment Corp
INCREASED1,6951,485+210+14%$268.6K$323.4K+$54.8K2026-11-05
Schneider Downs Wealth Management Advisors, LP
INCREASED1,6901,598+92+6%$289.1K$322.5K+$33.4K2026-10-27
Palisade Asset Management, LLC
INCREASED1,6891,470+219+15%$265.9K$322.3K+$56.4K2026-11-03
KFG Wealth Management, LLC
DECREASED1,6861,978-292-15%$357.9K$321.7K-$36.2K2026-10-16
Landaas & Co
DECREASED1,6762,138-462-22%$386.8K$319.8K-$67.0K2026-10-29
Walser Wealth Management Company, A Ltd Liability Co
INCREASED1,6741,655+19+1%$299.5K$319.4K+$20.0K2026-10-15
ACT Wealth Management, LLC
UNCHANGED1,6741,67400%$302.9K$319.4K+$16.6K2026-10-09
Chicago Capital, LLC
DECREASED1,6701,717-47-3%$310.6K$318.7K+$8.2K2026-10-13
Insight Advisors, LLC/ PA
DECREASED1,6681,848-180-10%$334.4K$318.3K-$16.1K2026-10-22
Oarsman Capital, Inc.
DECREASED1,6681,744-76-4%$315.6K$318.3K+$2.8K2026-11-05
Onyx Financial Advisors, LLC
INCREASED1,6591,647+12+1%$297.9K$316.6K+$18.7K2026-10-21
Johnson & White Wealth Management, LLC
UNCHANGED1,6571,65700%$299.7K$316.2K+$16.4K2026-11-03
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED1,6541,667-13-1%$301.6K$315.6K+$14.0K2026-11-03
Bensler, LLC
INCREASED1,6511,599+52+3%$289.3K$315.0K+$25.7K2026-11-05
Home Federal Bank of Tennessee
UNCHANGED1,6501,65000%$298.5K$314.9K+$16.4K2026-10-15
Sterling Investment Advisors, Ltd.
UNCHANGED1,6501,65000%$298.5K$314.9K+$16.4K2026-10-27
Baron Wealth Management LLC
DECREASED1,6461,663-17-1%$300.8K$314.2K+$13.4K2026-10-27
Lincoln Capital LLC
UNCHANGED1,6461,64600%$297.8K$316.0K+$18.2K2026-10-09
BCS Wealth Management
NEW1,639—+1,639——$312.8K—2026-11-03
Gradient Investments LLC
DECREASED1,6371,922-285-15%$347.7K$312.4K-$35.3K2026-10-08
Acorn Wealth Advisors, LLC
INCREASED1,6331,382+251+18%$250.0K$311.6K+$61.6K2026-10-19
Sheets Smith Wealth Management
INCREASED1,6331,630+3+0%$295.0K$311.5K+$16.6K2026-10-16
Motive Wealth Advisors
INCREASED1,6301,527+103+7%$276.3K$311.0K+$34.8K2026-10-26
Capstone Wealth Management Group, LLC
DECREASED1,6301,634-40%$295.5K$264.4K-$31.1K2026-11-05
Stockman Wealth Management, Inc.
DECREASED1,6271,699-72-4%$307.4K$310.5K+$3.1K2026-10-27
R. W. Roge & Company, Inc.
DECREASED1,6271,633-60%$295.0K$310-$294.7K2026-11-04
Forza Wealth Management, LLC
UNCHANGED1,6191,61900%$292.9K$308.9K+$16.0K2026-10-20
Intesa Sanpaolo Wealth Management
INCREASED1,617576+1,041+181%$104.2K$308.6K+$204.4K2026-10-28
O'Keefe Stevens Advisory, Inc.
INCREASED1,6121,524+88+6%$275.7K$307.6K+$31.9K2026-10-09
Consilium Wealth Advisory, LLC
UNCHANGED1,6111,61100%$291.4K$307.4K+$16.0K2026-10-14
Coyle Financial Counsel LLC
INCREASED1,6051,524+81+5%$275.7K$306.3K+$30.6K2026-10-28
Michels Family Financial, LLC
DECREASED1,6031,732-129-7%$313.3K$305.9K-$7.4K2026-11-02
Longview Financial Advisors, Inc.
UNCHANGED1,6001,60000%$289.5K$305.3K+$15.9K2026-10-09
Midland Wealth Advisors, LLC
DECREASED1,5991,639-40-2%$296.5K$305.1K+$8.6K2026-10-26
Wilkins Miller Wealth Management, LLC
DECREASED1,5951,643-48-3%$297.2K$304.3K+$7.1K2026-10-13
Pacific Center for Financial Services
UNCHANGED1,5951,59500%$288.6K$304.4K+$15.8K2026-10-15
Crown Wealth Group, LLC
INCREASED1,5921,503+89+6%$271.9K$303.8K+$31.9K2026-10-19
Vigilare Wealth Management
UNCHANGED1,5881,58800%$287.3K$303.0K+$15.7K2026-10-29
Slocum, Gordon & Co LLP
DECREASED1,5861,616-30-2%$292.4K$302.6K+$10.3K2026-10-19
Bailard, Inc.
INCREASED1,5811,569+12+1%$283.9K$301.8K+$17.8K2026-10-13
LFG Wealth Partners, LLC
INCREASED1,5731,493+80+5%$270.1K$300.2K+$30.1K2026-10-28
Arthur M. Cohen & Associates, LLC
INCREASED1,5721,481+91+6%$267.9K$300.0K+$32.0K2026-10-26
Parisi Gray Wealth Management
UNCHANGED1,5651,56500%$283.1K$298.7K+$15.7K2026-10-16
GK Wealth Management LLC
DECREASED1,5641,977-413-21%$357.7K$298.4K-$59.4K2026-10-09
One Day In July LLC
UNCHANGED1,5621,56200%$282.6K$298.1K+$15.5K2026-10-30
Clarus Group, Inc.
UNCHANGED1,5611,56100%$282.4K$297.9K+$15.5K2026-10-21
William Allan Corp
INCREASED1,5551,551+4+0%$280.6K$296.7K+$16.1K2026-10-14
American National Bank of Texas
DECREASED1,5521,607-55-3%$290.7K$296.2K+$5.4K2026-10-07
American Institute for Advanced Investment Management, LLP
UNCHANGED1,5511,55100%$280.6K$296.0K+$15.4K2026-11-03
Lakeshore Financial Planning, Inc.
UNCHANGED1,5471,54700%$279.9K$295.2K+$15.3K2026-10-13
Flynn Zito Capital Management, LLC
INCREASED1,5441,462+82+6%$264.5K$294.7K+$30.1K2026-11-04
Boyce & Associates Wealth Consulting, Inc.
UNCHANGED1,5431,54300%$279.1K$294.4K+$15.3K2026-10-14
Key FInancial Inc
INCREASED1,5341,498+36+2%$271.0K$292.7K+$21.7K2026-11-02
Clearwave Capital, LLC
INCREASED1,5331,532+1+0%$277.2K$292.5K+$15.3K2026-10-27
First Command Advisory Services, Inc.
DECREASED1,5311,601-70-4%$290.2K$292.1K+$1.9K2026-11-05
Destiny Wealth Partners, LLC
NEW1,530—+1,530——$318.8K—2026-11-05
WPG Advisers, LLC
INCREASED1,5291,461+68+5%$264.3K$291.8K+$27.5K2026-10-27
Lpwm LLC
INCREASED1,5281,500+28+2%$271.4K$291.6K+$20.2K2026-10-20
Norris Perne & French LLP
NEW1,523—+1,523——$290.6K—2026-10-23
Reap Financial Group, LLC
INCREASED1,5231,402+121+9%$253.7K$290.6K+$36.9K2026-11-02
Lountzis Asset Management, LLC
UNCHANGED1,5221,52200%$277.6K$290.4K+$12.8K2026-10-30
McGrath & Associates, Inc.
NEW1,519—+1,519——$289.9K—2026-10-27
KOM Wealth Management Group, LLC
INCREASED1,5171,513+4+0%$273.7K$289.5K+$15.8K2026-10-15
BridgePort Financial Solutions, LLC
NEW1,516—+1,516——$289.3K—2026-11-02
Renasant Bank
DECREASED1,5141,632-118-7%$295.2K$288.9K-$6.3K2026-11-05
Poehling Capital Management, Inc.
DECREASED1,5141,555-41-3%$281.3K$288.9K+$7.6K2026-10-20
Allen Wealth Management, LLC
UNCHANGED1,5091,50900%$273.0K$287.9K+$15.0K2026-10-29
JGP Wealth Management, LLC
NEW1,506—+1,506——$287.3K—2026-10-13
Ring Mountain Capital, LLC
DECREASED1,5001,506-60%$272.5K$286.2K+$13.8K2026-10-13
Courage Miller Partners, LLC
UNCHANGED1,5001,50000%$271.4K$286.2K+$14.9K2026-10-21
Professional Advisory Services Inc
UNCHANGED1,5001,50000%$271$286+$152026-10-08
Birinyi Associates Inc
UNCHANGED1,5001,50000%$271.0K$286-$270.7K2026-10-28
Omnitrust Wealth Management, Inc
NEW1,488—+1,488——$283.9K—2026-11-02
Generali Investments, Management Co LLC
DECREASED1,4842,743-1,259-46%$496.2K$283.2K-$213.1K2026-10-19
Pacific Sage Partners, LLC
UNCHANGED1,4801,48000%$267.7K$282.4K+$14.7K2026-10-21
Opus Capital Group, LLC
INCREASED1,4791,471+8+1%$266.0K$282-$265.7K2026-10-30
Mirador Capital Partners LP
DECREASED1,4681,502-34-2%$271.8K$280.1K+$8.3K2026-10-09
Delta Wealth Advisors LLC
UNCHANGED1,4641,46400%$264.9K$279.4K+$14.5K2026-10-09
GHP Investment Advisors, Inc.
DECREASED1,4621,537-75-5%$278.1K$279.0K+$9202026-10-15
TFB Advisors LLC
INCREASED1,4611,436+25+2%$259.8K$278.8K+$19.0K2026-11-02
Quad-Cities Investment Group, LLC
NEW1,457—+1,457——$278.0K—2026-10-16
Trust Co of the South
UNCHANGED1,4561,45600%$263.4K$277.8K+$14.4K2026-10-21
Central Valley Advisors, LLC
DECREASED1,4521,781-329-18%$322.2K$277.1K-$45.1K2026-10-27
SpringVest Wealth Management LLC
DECREASED1,4511,477-26-2%$267.2K$276.9K+$9.7K2026-10-27
Woodley Farra Manion Portfolio Management Inc
INCREASED1,4491,444+5+0%$263.4K$276.5K+$13.1K2026-11-05
Cpwa, LLC
INCREASED1,4471,440+7+0%$260.6K$292.3K+$31.8K2026-11-04
October Effect Ltd
DECREASED1,4461,596-150-9%$288.7K$275.9K-$12.8K2026-10-20
RW Investment Management LLC
INCREASED1,4431,399+44+3%$253.2K$275.4K+$22.3K2026-11-03
CGC Financial Services, LLC
UNCHANGED1,4431,44300%$261.1K$275.4K+$14.3K2026-10-13
Cahaba Wealth Management, Inc.
INCREASED1,4421,338+104+8%$242.1K$275.2K+$33.1K2026-10-26
Global Financial Private Client, LLC
INCREASED1,4421,414+28+2%$255.8K$275.2K+$19.4K2026-10-15
Cottonwood Capital Advisors, LLC
INCREASED1,4371,432+5+0%$259.0K$274.3K+$15.3K2026-10-20
Paragon Private Wealth Management, LLC
DECREASED1,4362,781-1,345-48%$503.2K$274.1K-$229.1K2026-10-20
Hoge Financial Services, LLC
INCREASED1,4341,205+229+19%$218.0K$273.7K+$55.7K2026-11-05
Core Wealth Partners LLC
UNCHANGED1,4301,43000%$258.7K$272.9K+$14.2K2026-11-02
Cora Capital Advisors LLC
INCREASED1,4291,206+223+18%$218.2K$272.7K+$54.4K2026-11-02
Partnership Wealth Management, LLC
INCREASED1,4281,426+2+0%$258.0K$272.6K+$14.6K2026-10-05
AmeriServ Wealth Advisors
UNCHANGED1,4281,42800%$258.3K$272.5K+$14.2K2026-10-21
Jacobs & Co
UNCHANGED1,4251,42500%$257$271+$142026-10-09
Grove Street Fiduciary, LLC
UNCHANGED1,4151,41500%$256.0K$270.0K+$14.0K2026-10-13
Straight Path Wealth Management
INCREASED1,4141,304+110+8%$235.9K$269.8K+$33.9K2026-10-23
Tableaux LLC
UNCHANGED1,4131,41300%$255.6K$269.6K+$14.0K2026-10-23
Aspetuck Financial Management LLC
INCREASED1,4121,212+200+17%$219.3K$2.7M+$2.5M2026-11-04
GenWealth Group, Inc.
UNCHANGED1,4081,40800%$254.7K$268.7K+$14.0K2026-10-16
Whelan Financial
INCREASED1,4071,167+240+21%$211.1K$268.5K+$57.4K2026-10-28
Coquina Private Wealth LLC
INCREASED1,4031,399+4+0%$253.1K$267.8K+$14.6K2026-10-27
Pine Haven Investment Counsel, Inc
UNCHANGED1,4001,40000%$253.3K$267.1K+$13.9K2026-11-02
Greenhouse Wealth Management, LLC
UNCHANGED1,4001,40000%$253.3K$267.1K+$13.9K2026-10-20
Buck Wealth Strategies, LLC
INCREASED1,3941,387+7+1%$250.8K$265.9K+$15.1K2026-10-28
Entrewealth, LLC
INCREASED1,3931,256+137+11%$236.2K$265.8K+$29.6K2026-10-14
Aurora Private Wealth, Inc.
INCREASED1,3931,326+67+5%$240.0K$266-$239.7K2026-10-20
Accelerate Investment Advisors LLC
DECREASED1,3921,428-36-3%$258.4K$265.6K+$7.3K2026-11-02
Pinkerton Wealth, LLC
DECREASED1,3851,475-90-6%$243.9K$264.3K+$20.4K2026-10-29
Rede Wealth, LLC
DECREASED1,3831,414-31-2%$255.8K$263.9K+$8.1K2026-10-22
Weaver Consulting Group
INCREASED1,3791,373+6+0%$248.4K$263.1K+$14.8K2026-10-07
Connecticut Capital Management Group, LLC
INCREASED1,3771,373+4+0%$248.4K$262.8K+$14.4K2026-10-29
Stiles Financial Services Inc
DECREASED1,3741,513-139-9%$273.7K$262.3K-$11.4K2026-10-30
Arkfeld Wealth Strategies, L.L.C.
DECREASED1,3681,385-17-1%$255.8K$263.6K+$7.7K2026-10-19
Shepherd Financial Partners LLC
INCREASED1,3651,301+64+5%$235.3K$260.4K+$25.1K2026-11-03
Mainsail Asset Management, LLC
INCREASED1,3601,295+65+5%$250.0K$258.9K+$8.9K2026-10-14
Kellett Wealth Advisors, LLC
INCREASED1,3601,353+7+1%$244.8K$259.6K+$14.8K2026-10-15
Kelleher Financial Advisors
DECREASED1,3592,713-1,354-50%$490.8K$259.3K-$231.5K2026-10-30
Sage Private Wealth Group, LLC
INCREASED1,3511,340+11+1%$242.5K$257.7K+$15.2K2026-10-21
Langley Wealth Management, LLC
INCREASED1,3441,326+18+1%$240.0K$256.5K+$16.6K2026-11-04
Capstone Capital Management Ltd
NEW1,343—+1,343——$256.3K—2026-10-21
Rydar Equities, Inc.
INCREASED1,3431,342+1+0%$258.3K$258.8K+$5252026-10-13
Blackston Financial Advisory Group, LLC
INCREASED1,3391,247+92+7%$225.6K$255.5K+$29.9K2026-11-04
BankChampaign, National Association
INCREASED1,3391,336+3+0%$241.7K$255.5K+$13.8K2026-10-19
Tenzing Financial LLC
UNCHANGED1,3331,33300%$246.3K$268.0K+$21.7K2026-11-03
Sunpointe, LLC
DECREASED1,3312,944-1,613-55%$532.6K$254.0K-$278.6K2026-10-22
Cutler Investment Counsel LLC
INCREASED1,3311,232+99+8%$224.7K$254.0K+$29.3K2026-10-28
Moran Wealth Management, LLC
NEW1,326—+1,326——$253.0K—2026-10-22
Nova Financial LLC
NEW1,326—+1,326——$253.0K—2026-11-04
Outlook Wealth Advisors, LLC
INCREASED1,3191,277+42+3%$231.0K$251.7K+$20.7K2026-10-28
BAM Wealth Management, LLC
NEW1,316—+1,316——$251.1K—2026-10-15
4J Wealth Management LLC
INCREASED1,3151,265+50+4%$228.9K$251.0K+$22.1K2026-11-02
Guardsman Private Capital Management, Inc.
INCREASED1,3151,301+14+1%$235.4K$250.9K+$15.6K2026-10-19
Lodestone Wealth Management LLC
DECREASED1,3151,316-10%$238.2K$251.0K+$12.8K2026-10-14
Owl Creek Wealth Partners LLC
DECREASED1,3141,358-44-3%$245.7K$250.7K+$5.1K2026-10-20
Rare Wolf Capital LLC
NEW1,313—+1,313——$250.5K—2026-10-20
August Group Capital Ltd
INCREASED1,3121,291+21+2%$233.6K$250.4K+$16.8K2026-10-14
Ulland Investment Advisors, LLC
UNCHANGED1,3121,31200%$237$250+$132026-10-13
Silvia Mccoll Wealth Management, LLC
UNCHANGED1,3101,31000%$237.0K$250.0K+$13.0K2026-10-07
Summit Global Investments
DECREASED1,3095,258-3,949-75%$951.0K$250-$950.8K2026-10-28
Hickory Point Bank & Trust
UNCHANGED1,3091,30900%$236.8K$249.8K+$13.0K2026-10-01
Pacific Excel Wealth Advisors, Inc.
DECREASED1,3075,860-4,553-78%$1.1M$249.8K-$810.4K2026-10-27
LMG Wealth Partners, LLC
UNCHANGED1,3061,30600%$236.3K$249.2K+$12.9K2026-11-05
West Bancorporation Inc
UNCHANGED1,3051,30500%$236.1K$249.0K+$12.9K2026-10-29
JSF Financial, LLC
NEW1,304—+1,304——$248.8K—2026-10-22
Flagstone Financial Management
UNCHANGED1,3001,30000%$235.2K$248.1K+$12.9K2026-11-05
Mount Vernon Associates Inc
UNCHANGED1,3001,30000%$235.0K$248-$234.8K2026-10-26
Bfsg, LLC
UNCHANGED1,2951,29500%$234.3K$247.1K+$12.8K2026-10-30
Phillips Financial Management, LLC
DECREASED1,2901,428-138-10%$258.4K$246.2K-$12.2K2026-10-19
Wright Wealth LLC
UNCHANGED1,2831,28300%$232.1K$244.8K+$12.7K2026-10-29
Fulcrum Equity Management
INCREASED1,2801,255+25+2%$227.0K$244.3K+$17.2K2026-10-21
Miramontes Capital, LLC
UNCHANGED1,2801,28000%$231.6K$244.3K+$12.7K2026-10-19
Flagship Wealth Advisors, LLC
INCREASED1,2771,244+33+3%$225.0K$243.6K+$18.6K2026-11-03
Advisory Resource Group
UNCHANGED1,2741,27400%$230.5K$243.1K+$12.6K2026-10-26
180 Wealth Advisors, LLC
INCREASED1,2671,266+1+0%$229.0K$241.8K+$12.8K2026-11-03
Cypress Point Wealth Management, LLC
NEW1,265—+1,265——$241.4K—2026-11-03
Allegiance Financial Group Advisory Services LLC
NEW1,261—+1,261——$240.6K—2026-11-02
Bond & Devick Financial Network, Inc.
UNCHANGED1,2611,26100%$228.1K$240.6K+$12.5K2026-10-23
BG Investment Services, LLC
NEW1,260—+1,260——$240.4K—2026-10-23
Harmony Asset Management LLC
DECREASED1,2601,280-20-2%$231.6K$240.4K+$8.9K2026-10-20
Finer Wealth Management, Inc.
UNCHANGED1,2581,25800%$227.6K$240.1K+$12.5K2026-10-16
Hoxton Planning & Management, LLC
INCREASED1,2561,214+42+3%$219.6K$239.7K+$20.0K2026-10-15
True Wealth Design, LLC
INCREASED1,2531,149+104+9%$207.8K$239.2K+$31.3K2026-10-13
Master's Wealth Management Inc.
DECREASED1,2461,415-169-12%$255.9K$237.8K-$18.1K2026-10-22
Sterling Wealth Management, Inc.
UNCHANGED1,2461,24600%$225.4K$237.8K+$12.3K2026-10-23
Intelligence Driven Advisers, LLC
NEW1,244—+1,244——$237.4K—2026-10-09
Grey Ledge Advisors, LLC
DECREASED1,2431,281-38-3%$231.8K$237.2K+$5.4K2026-11-02
Triumph Capital Management
INCREASED1,2431,212+31+3%$219.3K$237.1K+$17.8K2026-10-14
Clayton Financial Group LLC
UNCHANGED1,2431,24300%$224.9K$237.2K+$12.3K2026-10-13
Princeton Global Asset Management LLC
UNCHANGED1,2421,24200%$224.7K$237.0K+$12.3K2026-10-21
Global Assets Advisory, LLC
DECREASED1,2341,247-13-1%$224.1K$233.7K+$9.6K2026-10-28
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED1,2321,634-402-25%$295.5K$235.1K-$60.4K2026-10-13
Comprehensive Financial Consultants Institutional, Inc.
DECREASED1,2321,233-10%$223.1K$235.1K+$12.0K2026-10-15
Walkner Condon Financial Advisors LLC
NEW1,231—+1,231——$234.9K—2026-11-02
Willow Creek Wealth Management Inc.
INCREASED1,2301,216+14+1%$220.1K$234.9K+$14.8K2026-10-26
Cascade Investment Group, Inc.
UNCHANGED1,2301,23000%$222.5K$234.7K+$12.2K2026-10-13
Analyst IMS Investment Management Services Ltd.
DECREASED1,2291,442-213-15%$261.0K$235-$260.8K2026-11-05
Paulson Wealth Management Inc.
INCREASED1,2271,199+28+2%$216.9K$234.1K+$17.2K2026-11-02
State of Wyoming
NEW1,226—+1,226——$233.9K—2026-10-28
Mlp3, LLC
NEW1,218—+1,218——$232.4K—2026-10-22
Hurlow Wealth Management Group, Inc.
UNCHANGED1,2181,21800%$220.3K$232.4K+$12.1K2026-10-29
Arsenal Capital Advisors LLC
NEW1,217—+1,217——$232.2K—2026-11-02
Smith Thornton Advisors LLC
INCREASED1,2121,182+30+3%$213.0K$231.3K+$18.3K2026-10-16
Manuka Financial, LLC
INCREASED1,2121,208+4+0%$218.6K$231.4K+$12.8K2026-10-16
MFA Wealth Advisors, LLC
DECREASED1,2111,234-23-2%$223.2K$231.1K+$7.8K2026-10-07
Foresight Capital Management Advisors, Inc.
INCREASED1,2081,193+15+1%$215.8K$230.5K+$14.7K2026-10-27
City Holding Co
DECREASED1,2021,207-50%$218.4K$229.4K+$11.0K2026-10-19
Credit Capital Investments LLC
UNCHANGED1,2001,20000%$217.1K$229.0K+$11.9K2026-10-22
Sculati Wealth Management, LLC
UNCHANGED1,2001,20000%$231.6K$242.4K+$10.8K2026-10-19
Valley Forge Investment Consultants Inc ADV
UNCHANGED1,2001,20000%$217.1K$229.0K+$11.9K2026-11-03
Frederick Financial Consultants, LLC
INCREASED1,1981,163+35+3%$210.5K$228.7K+$18.2K2026-10-29
Certior Financial Group, LLC
INCREASED1,1961,190+6+1%$215.3K$228.2K+$12.9K2026-10-19
Argent Capital Management LLC
DECREASED1,1901,240-50-4%$224.3K$227.1K+$2.7K2026-10-05
Blvd Private Wealth, LLC
INCREASED1,1891,158+31+3%$209.5K$226.9K+$17.4K2026-10-14
Cap Partners, LLC
DECREASED1,1881,210-22-2%$219.0K$226.6K+$7.7K2026-10-19
Whitcomb & Hess, Inc.
UNCHANGED1,1881,18800%$214.9K$226.7K+$11.8K2026-10-07
Echo45 Advisors LLC
NEW1,186—+1,186——$226.3K—2026-10-07
Brucke Financial, Inc.
NEW1,183—+1,183——$225.7K—2026-10-23
Financial Planning Navigators Corp
INCREASED1,1821,172+10+1%$212.0K$225.6K+$13.5K2026-10-14
Retirement Solution LLC
NEW1,181—+1,181——$225.3K—2026-10-27
Planning Strategies Inc.
INCREASED1,1781,170+8+1%$211.7K$224.8K+$13.1K2026-10-02
Eagle Wealth Strategies LLC
INCREASED1,1741,154+20+2%$208.8K$224.1K+$15.3K2026-10-20
Lodestar Private Asset Management LLC
UNCHANGED1,1741,17400%$212.4K$224.0K+$11.6K2026-10-26
Birchbrook, Inc.
UNCHANGED1,1731,17300%$212.2K$223.8K+$11.6K2026-10-14
Great Lakes Retirement, Inc.
NEW1,172—+1,172——$223.6K—2026-10-26
Cranbrook Wealth Management, LLC
INCREASED1,1721,169+3+0%$211.4K$223.6K+$12.2K2026-10-28
Seamount Financial Group Inc
UNCHANGED1,1721,17200%$212.0K$223.6K+$11.6K2026-10-21
Fearless Solutions, LLC dba Best Invest
NEW1,169—+1,169——$223.0K—2026-10-14
Steinberganna Wealth Management
INCREASED1,1631,144+19+2%$206.9K$221.9K+$15.0K2026-10-23
Builder Investment Group Inc
UNCHANGED1,1601,16000%$209.9K$221.4K+$11.5K2026-10-22
Kitching Partners, LLC
UNCHANGED1,1541,15400%$208.8K$220.2K+$11.4K2026-11-02
Ullmann Wealth Partners Group, LLC
NEW1,152—+1,152——$219.9K—2026-11-02
MFG Investments, LLC
NEW1,152—+1,152——$219.8K—2026-10-30
Global Wealth Management Investment Advisory, Inc.
DECREASED1,1521,153-10%$208.6K$219.9K+$11.3K2026-11-04
Robinson Smith Wealth Advisors LLC
UNCHANGED1,1461,14600%$207.3K$218.7K+$11.4K2026-10-22
Financial Council, LLC
UNCHANGED1,1371,13700%$205.7K$217.0K+$11.3K2026-11-02
First Community Trust NA
UNCHANGED1,1351,13500%$205.3K$216.6K+$11.2K2026-10-07
Thomas Story & SON LLC
UNCHANGED1,1341,13400%$205.2K$216.4K+$11.2K2026-10-13
Rainier Family Wealth Inc
UNCHANGED1,1331,13300%$205.0K$216.2K+$11.2K2026-11-02
Richmond Investment Services, LLC
NEW1,131—+1,131——$215.9K—2026-10-29
Mission Financial Group, LLC
NEW1,131—+1,131——$215.9K—2026-10-21
Capital Square, LLC
INCREASED1,1311,106+25+2%$200.9K$216.0K+$15.1K2026-10-19
Amarillo National Bank
UNCHANGED1,1301,13000%$204.4K$215.6K+$11.2K2026-10-23
Clark Asset Management, LLC
DECREASED1,1291,334-205-15%$241.3K$215.4K-$25.9K2026-10-19
Kaydan Wealth Management, Inc.
NEW1,123—+1,123——$214.3K—2026-10-08
Acima Private Wealth, LLC
UNCHANGED1,1231,12300%$203.2K$214.3K+$11.1K2026-10-05
Crusonia Wealth Advisors LLC
INCREASED1,1221,118+4+0%$202.3K$214.1K+$11.8K2026-10-26
Winebrenner Capital Management LLC
UNCHANGED1,1171,11700%$202.1K$213.1K+$11.1K2026-10-07
Market Street Wealth Management Advisors LLC
NEW1,115—+1,115——$212.7K—2026-10-09
Scissortail Wealth Management, LLC
NEW1,114—+1,114——$212.6K—2026-11-03
Commerce Advisors, LLC
NEW1,113—+1,113——$212.4K—2026-10-19
Hibernia Wealth Partners, LLC
NEW1,112—+1,112——$212.1K—2026-10-29
First Financial Group Corp
NEW1,111—+1,111——$212.0K—2026-10-22
Capital Investment Counsel, Inc
NEW1,110—+1,110——$211.8K—2026-10-20
Endowment Wealth Management, Inc.
DECREASED1,1101,119-9-1%$202.4K$211.8K+$9.5K2026-11-03
MMA Asset Management LLC
NEW1,108—+1,108——$211.4K—2026-11-02
Amplius Wealth Advisors, LLC
NEW1,106—+1,106——$211.0K—2026-10-20
Grey Fox Wealth Advisors, LLC
DECREASED1,1061,568-462-29%$286.0K$211.0K-$75.0K2026-11-03
CJM Wealth Advisers, Ltd.
NEW1,104—+1,104——$210.7K—2026-10-27
Westover Capital Advisors, LLC
DECREASED1,1031,138-35-3%$205.9K$210.5K+$4.6K2026-10-26
Total Wealth Planning & Management, Inc.
NEW1,100—+1,100——$209.9K—2026-10-23
Roof Eidam Maycock Peralta, LLC
NEW1,096—+1,096——$209.1K—2026-10-15
OceanIQ Capital, LLC
NEW1,096—+1,096——$218.4K—2026-10-19
Altus Wealth Group LLC
DECREASED1,0911,141-50-4%$206.5K$208.2K+$1.8K2026-10-20
Meridian Financial Partners LLC
NEW1,090—+1,090——$217.9K—2026-10-23
Junk Investment Group, LLC
NEW1,089—+1,089——$207.8K—2026-10-19
Sage Rhino Capital LLC
NEW1,089—+1,089——$207.8K—2026-10-28
Bdfs Capital LLC
NEW1,086—+1,086——$207.2K—2026-10-14
Mraz, Amerine & Associates, Inc.
NEW1,085—+1,085——$207.0K—2026-10-30
Larry Mathis Financial Planning, LLC
NEW1,084—+1,084——$206.8K—2026-10-26
Financial Insights, Inc.
NEW1,082—+1,082——$206.5K—2026-10-27
Burton Enright Welch
NEW1,080—+1,080——$206.1K—2026-11-04
Weatherly Asset Management L. P.
NEW1,079—+1,079——$206.0K—2026-10-20
Cordoba Advisory Partners LLC
DECREASED1,0761,103-27-2%$201.2K$205.3K+$4.2K2026-10-19
Warren Street Wealth Advisors, LLC
NEW1,072—+1,072——$204.6K—2026-11-04
Wespac Advisors, LLC
NEW1,070—+1,070——$204.2K—2026-10-26
Van Cleef Asset Management,Inc
NEW1,069—+1,069——$204.1K—2026-10-20
Livet Wealth, LLC
NEW1,067—+1,067——$203.6K—2026-10-27
Future Financial Wealth Managment LLC
UNCHANGED1,0661,06600%$203.8K$203.4K-$3202026-10-15
Cannon Advisors, Inc.
NEW1,064—+1,064——$212.0K—2026-10-14
Hapanowicz & Associates Financial Services, Inc
NEW1,060—+1,060——$202.3K—2026-10-29
Centerline Wealth Advisors, LLC
NEW1,059—+1,059——$202.1K—2026-10-15
Yoder Wealth Management, Inc.
NEW1,058—+1,058——$201.9K—2026-10-13
J. Derek Lewis & Associates Inc.
NEW1,054—+1,054——$201.1K—2026-11-03
Braun-Bostich & Associates Inc.
NEW1,051—+1,051——$200.6K—2026-10-20
Byrne Asset Management LLC
INCREASED1,043843+200+24%$152.5K$196.3K+$43.8K2026-10-06
Elevated Capital Advisors, LLC
DECREASED1,0075,749-4,742-82%$1.0M$192.2K-$847.9K2026-11-04
Private Wealth Management Group, LLC
INCREASED1,007641+366+57%$116.0K$192.2K+$76.2K2026-10-19
MV Capital Management, Inc.
DECREASED962978-16-2%$176.9K$183.6K+$6.6K2026-10-29
IFS Advisors, LLC
INCREASED957437+520+119%$79.1K$182.6K+$103.6K2026-10-14
Brown, Lisle Ings, Inc.
UNCHANGED94194100%$170.2K$179.6K+$9.3K2026-10-16
Putney Financial Group LLC
DECREASED9291,287-358-28%$232.8K$177.3K-$55.6K2026-10-30
First Financial Corp
UNCHANGED92292200%$166.8K$175.9K+$9.1K2026-10-13
First Pacific Financial
INCREASED90885+823+968%$15.4K$173.3K+$157.9K2026-10-14
Union Savings Bank
DECREASED903919-16-2%$166.3K$172.3K+$6.1K2026-10-14
Lloyd Advisory Services, Llc.
DECREASED885887-20%$160.4K$168.9K+$8.5K2026-11-02
TrustBank
UNCHANGED88588500%$160.1K$168.9K+$8.8K2026-10-20
Newton One Investments LLC
INCREASED869866+3+0%$156.7K$165.8K+$9.1K2026-10-14
Fortitude Family Office, LLC
DECREASED862868-6-1%$157.0K$164.5K+$7.5K2026-10-14
Bank Julius Baer & Co. Ltd, Zurich
INCREASED860375+485+129%$67.8K$164.1K+$96.3K2026-10-29
Curat Global, LLC
UNCHANGED84084000%$152.0K$160.3K+$8.3K2026-10-26
New England Capital Financial Advisors LLC
INCREASED825821+4+0%$148.6K$157.4K+$8.8K2026-11-03
William Mack & Associates, Inc.
NEW813—+813——$155.1K—2026-10-27
Hoese & Co LLP
UNCHANGED80080000%$144.7K$152.7K+$7.9K2026-10-21
Bullock Wealth Management Group
INCREASED781780+1+0%$138.6K$147.1K+$8.4K2026-10-09
Balance Wealth Partners LLC
NEW768—+768——$146.6K—2026-10-27
Gold Investment Management Ltd.
UNCHANGED75075000%$135.7K$143.1K+$7.4K2026-10-19
Indiana Trust & Investment Management Co
UNCHANGED74774700%$135.1K$142.5K+$7.4K2026-10-22
Physician Wealth Advisors, Inc.
INCREASED731557+174+31%$100.8K$139.6K+$38.7K2026-10-20
Lynch Investment Planning, LLC
NEW726—+726——$138.5K—2026-10-27
Hughes Financial Services, LLC
INCREASED719663+56+8%$119.9K$149.8K+$30.0K2026-10-30
Advocate Investing Services LLC
UNCHANGED71071000%$128.4K$135.5K+$7.0K2026-10-26
Horizon Financial Services, LLC
DECREASED680689-9-1%$124.6K$129.8K+$5.1K2026-11-04
Highline Wealth Partners LLC
INCREASED674410+264+64%$74.1K$128.7K+$54.6K2026-10-19
Quest 10 Wealth Builders, Inc.
INCREASED671606+65+11%$109.7K$128.1K+$18.4K2026-11-02
Birch Capital Management, LLC
UNCHANGED66566500%$120.3K$126.9K+$6.6K2026-10-27
AXS Investments LLC
DECREASED650862-212-25%$155.9K$124.0K-$31.9K2026-11-04
Piscataqua Savings Bank
UNCHANGED63563500%$114.9K$121.2K+$6.3K2026-10-21
Caitong International Asset Management Co., Ltd
INCREASED634161+473+294%$29.1K$121.0K+$91.9K2026-10-29
Winthrop Capital Management, LLC
UNCHANGED63363300%$115.0K$120.8K+$5.8K2026-11-05
Bay Harbor Wealth Management, LLC
INCREASED630629+1+0%$113.8K$120.2K+$6.4K2026-11-03
Financial Network Wealth Advisors LLC
INCREASED620564+56+10%$102.0K$118.3K+$16.3K2026-10-28
Elevation Wealth Partners, LLC
INCREASED610562+48+9%$101.7K$116.5K+$14.7K2026-10-07
Ares Financial Consulting, LLC
INCREASED610594+16+3%$107.5K$116.4K+$8.9K2026-10-19
Mowery & Schoenfeld Wealth Management, LLC
INCREASED609604+5+1%$109.3K$116.2K+$6.9K2026-10-28
MB, Levis & Associates, LLC
INCREASED601599+2+0%$108.4K$114.6K+$6.2K2026-10-16
Livelsberger Financial Advisory
NEW599—+599——$114.3K—2026-10-28
Virginia Estate & Retirement Planning Advisors Inc.
INCREASED592591+1+0%$106.9K$113.0K+$6.1K2026-10-14
Joseph Group Capital Management
INCREASED581479+102+21%$86.7K$110.9K+$24.2K2026-11-04
James T. Borello RIA
INCREASED570530+40+8%$95.9K$108.8K+$12.9K2026-10-16
Pflug Koory, LLC
UNCHANGED57057000%$103.1K$108.8K+$5.6K2026-10-26
Ameliora Wealth Management Ltd.
INCREASED560500+60+12%$90.5K$106.9K+$16.4K2026-10-23
Sfam, LLC
DECREASED554613-59-10%$110.9K$105.7K-$5.2K2026-11-03
Valley Wealth Managers, Inc.
UNCHANGED52552500%$95.0K$100.2K+$5.2K2026-10-09
University of Texas S AM Investment Management Co
UNCHANGED51551500%$93.9K$98.3K+$4.3K2026-11-03
Financial Consulate, Inc
DECREASED512519-7-1%$94.1K$97.7K+$3.6K2026-10-23
KFG LLC
NEW501—+501——$95.6K—2026-11-02
Gen-Wealth Partners Inc
DECREASED483600-117-19%$108.5K$92.2K-$16.4K2026-11-04
Wolff Wiese Magana LLC
UNCHANGED48048000%$86.8K$91.6K+$4.8K2026-10-15
Intelligent Financial Strategies
UNCHANGED47047000%$85.7K$89.7K+$4.0K2026-10-16
Davis Capital Management
INCREASED464463+1+0%$83.8K$88.5K+$4.8K2026-10-08
Olistico Wealth, LLC
INCREASED461460+1+0%$83.3K$87.9K+$4.6K2026-10-05
LFA - Lugano Financial Advisors SA
UNCHANGED46046000%$83.2K$87.8K+$4.6K2026-11-03
Hanson & Doremus Investment Management
UNCHANGED45245200%$82.0K$86-$81.9K2026-10-16
Canton Hathaway, LLC
INCREASED449432+17+4%$78.2K$85.7K+$7.5K2026-10-23
Cornerstone National Bank & Trust Co
NEW435—+435——$81.9K—2026-10-20
Asset Dedication, LLC
DECREASED432455-23-5%$82.3K$82.5K+$1802026-11-03
Nvwm, LLC
INCREASED423416+7+2%$75.3K$80.7K+$5.5K2026-10-14
Retirement Wealth Solutions LLC
INCREASED422394+28+7%$71.2K$80.5K+$9.3K2026-10-07
Jnba Financial Advisors
INCREASED418159+259+163%$28.8K$79.8K+$51.0K2026-11-03
Essex Investment Management Co LLC
UNCHANGED40240200%$72.7K$76.7K+$4.0K2026-10-19
Compass Wealth Management LLC
NEW400—+400——$76.3K—2026-10-22
Accordant Advisory Group Inc
DECREASED400500-100-20%$90.5K$76.3K-$14.1K2026-10-29
Bell Investment Advisors, Inc
INCREASED396318+78+25%$57.5K$75.6K+$18.0K2026-10-29
Catherine Avery Investment Management LLC
INCREASED391388+3+1%$70.3K$74.7K+$4.4K2026-10-14
Dhjj Financial Advisors, Ltd.
UNCHANGED38938900%$70.4K$74.2K+$3.9K2026-10-23
DecisionPoint Financial, LLC
INCREASED38429+355+1224%$5.2K$72.3K+$67.1K2026-10-27
Activest Wealth Management
INCREASED382317+65+21%$57.3K$72.9K+$15.5K2026-10-15
Country Trust Bank
INCREASED363341+22+6%$61.7K$69.3K+$7.6K2026-10-30
Avion Wealth
INCREASED358321+37+12%$58.0K$68-$57.9K2026-11-04
POM Investment Strategies, LLC
DECREASED352362-10-3%$65.5K$67.2K+$1.7K2026-10-20
Rakuten Securities, Inc.
INCREASED34799+248+251%$17.9K$66.2K+$48.3K2026-11-02
Barrett & Company, Inc.
UNCHANGED33933900%$61.3K$64.7K+$3.4K2026-10-22
Marquette Asset Management, LLC
UNCHANGED33433400%$60.4K$63.7K+$3.3K2026-10-09
Covestor Ltd
INCREASED330324+6+2%$59.0K$63-$58.9K2026-10-30
PFS Partners, LLC
INCREASED329328+1+0%$59.3K$62.7K+$3.3K2026-10-21
Bulwark Capital Corp
UNCHANGED31731700%$57.3K$60.5K+$3.1K2026-10-13
SJS Investment Consulting Inc.
INCREASED307224+83+37%$40.5K$58.6K+$18.1K2026-10-26
Evolution Wealth Management Inc.
DECREASED286690-404-59%$124.8K$54.6K-$70.3K2026-10-28
Downshift Financial, LLC
INCREASED283251+32+13%$45.4K$54.0K+$8.6K2026-10-13
Kroeger Financial Partners
UNCHANGED27927900%$50.5K$53.2K+$2.8K2026-10-19
Wilkerson Advisory Group LLC
INCREASED265230+35+15%$41.6K$50.6K+$9.0K2026-10-20
Financial Perspectives, Inc
UNCHANGED26326300%$47.5K$50.2K+$2.6K2026-11-03
Kingdom Financial Group Llc.
DECREASED261397-136-34%$71.9K$49.7K-$22.1K2026-11-04
Blume Capital Management, Inc.
UNCHANGED25025000%$45.2K$47.7K+$2.5K2026-10-26
Miller Global Investments, LLC
UNCHANGED25025000%$45.2K$47.7K+$2.5K2026-10-02
Pacifica Partners Inc.
DECREASED247269-22-8%$49.0K$46.5K-$2.6K2026-10-09
Meriwether Wealth & Planning, LLC
NEW246—+246——$46.9K—2026-10-13
Quintet Private Bank (Europe) S.A.
UNCHANGED24224200%$43.8K$46.2K+$2.4K2026-10-08
Maryland Capital Advisors Inc.
UNCHANGED24124100%$43.6K$46.0K+$2.4K2026-10-15
Signature Resources Capital Management, LLC
UNCHANGED23523500%$42.5K$44.8K+$2.3K2026-10-16
Aspect Partners, LLC
UNCHANGED23523500%$42.5K$44.8K+$2.3K2026-10-20
RMG Wealth Management LLC
UNCHANGED23023000%$42.8K$46.3K+$3.5K2026-10-26
Investors Research Corp
UNCHANGED22322300%$40.3K$42.6K+$2.2K2026-10-07
Moisand Fitzgerald Tamayo, LLC
INCREASED222118+104+88%$21.3K$42.4K+$21.0K2026-10-15
Cedar Mountain Advisors, LLC
UNCHANGED21021000%$38.0K$40.1K+$2.2K2026-10-15
Reyes Financial Architecture, Inc.
UNCHANGED20620600%$37.3K$39.3K+$2.0K2026-10-22
RHL Group, LLC
UNCHANGED20120100%$36.4K$38.4K+$2.0K2026-11-04
St. Johns Investment Management Company, LLC
UNCHANGED20020000%$36.2K$38.2K+$2.0K2026-10-30
Pioneer Family Office, LLC
UNCHANGED20020000%$36.2K$38.2K+$2.0K2026-10-30
Clark Wealth Partners
INCREASED199181+18+10%$33.1K$38.0K+$4.9K2026-10-19
Gleason Group, Inc.
INCREASED198197+1+1%$35.7K$37.8K+$2.1K2026-10-15
Global Trust Asset Management, LLC
UNCHANGED19619600%$35.5K$37.4K+$1.9K2026-10-19
Abound Wealth Management
DECREASED191192-1-1%$34.7K$36.5K+$1.8K2026-10-26
Entrust Financial LLC
INCREASED187170+17+10%$30.8K$35.7K+$4.9K2026-11-04
High Note Wealth, LLC
INCREASED186127+59+46%$23.0K$35.5K+$12.5K2026-10-27
Prudent Man Investment Management, Inc.
UNCHANGED18018000%$28.9K$34.3K+$5.5K2026-11-03
Arlington Trust Co LLC
INCREASED17388+85+97%$15.9K$33.0K+$17.1K2026-10-20
Glass Jacobson Investment Advisors llc
DECREASED172245-73-30%$44.3K$32.8K-$11.4K2026-10-26
DiNuzzo Private Wealth, Inc.
UNCHANGED17217200%$31.1K$32.8K+$1.7K2026-10-16
Burkett Financial Services, LLC
INCREASED171170+1+1%$30.8K$32.8K+$1.9K2026-10-01
Concord Wealth Partners
DECREASED169228-59-26%$41.2K$32.2K-$9.0K2026-11-02
UMB Private Wealth Management, LLC
NEW165—+165——$31.5K—2026-10-19
Aventus Investment Advisors, Inc.
UNCHANGED16016000%$28.9K$30.5K+$1.6K2026-10-09
Morton Brown Family Wealth, LLC
INCREASED15779+78+99%$14.2K$29.9K+$15.7K2026-10-23
Fairway Wealth LLC
NEW150—+150——$28.6K—2026-10-30
North Point Portfolio Managers Corp
NEW127—+127——$24.2K—2026-10-07
Advantage Trust Co
UNCHANGED12512500%$22.6K$23.9K+$1.2K2026-10-19
Barnes Dennig Private Wealth Management LLC
NEW123—+123——$23.5K—2026-10-30
John Boyer, Inc.
NEW123—+123——$23.4K—2026-10-27
Burk Holdings LLC
INCREASED12070+50+71%$12.7K$22.9K+$10.2K2026-11-05
Beacon Financial Strategies Corp
UNCHANGED11911900%$21.5K$22.7K+$1.2K2026-10-14
Next Level Wealth Planning, LLC
NEW118—+118——$22.5K—2026-10-29
Hurley Capital, LLC
UNCHANGED10810800%$19.5K$20.6K+$1.1K2026-11-05
Kings Path Partners LLC
UNCHANGED10810800%$19.5K$20.6K+$1.1K2026-10-21
MidAtlantic Capital Management, Inc.
NEW106—+106——$20.2K—2026-11-05
First Premier Bank
UNCHANGED10010000%$18$19+$12026-10-13
Tradewinds Capital Management, LLC
UNCHANGED10010000%$18.1K$19.1K+$9912026-10-23
Community Financial Services Group, LLC
UNCHANGED10010000%$17.8K$18.8K+$1.0K2026-10-15
CrossGen Wealth, LLC
INCREASED9650+46+92%$9.0K$18.3K+$9.3K2026-10-30
Tounjian Advisory Partners, LLC
DECREASED94156-62-40%$28.2K$17.9K-$10.4K2026-11-04
Portfolio Resources Advisor Group, Inc.
NEW83—+83——$15.8K—2026-10-20
Montgomery Financial Services LLC
INCREASED7978+1+1%$14.2K$15.1K+$8912026-11-03
Quaker Wealth Management, LLC
INCREASED7740+37+93%$7.2K$14.7K+$7.5K2026-10-22
Team Financial Group, LLC
NEW75—+75——$14.4K—2026-10-30
Richards, Merrill & Peterson, Inc.
UNCHANGED757500%$13.6K$14.3K+$7442026-10-19
Blue Bell Private Wealth Management, LLC
UNCHANGED757500%$13.6K$14.3K+$7442026-10-29
Plante Moran Financial Advisors, LLC
DECREASED72134-62-46%$24.2K$13.7K-$10.5K2026-11-04
Creative Capital Management Investments LLC
INCREASED6842+26+62%$7.6K$13.0K+$5.4K2026-10-28
Maseco LLP
NEW67—+67——$12.8K—2026-10-27
Hager Investment Management Services, LLC
DECREASED6173-12-16%$13.2K$11.6K-$1.6K2026-11-04
StrongBox Wealth, LLC
INCREASED5654+2+4%$9.8K$10.7K+$9172026-11-02
Three Bridge Wealth Advisors, LLC
NEW55—+55——$10.5K—2026-11-05
Cherry Tree Wealth Management, LLC
UNCHANGED515100%$9.2K$9.7K+$5052026-10-15
Mainstream Capital Management LLC
NEW50—+50——$9.5K—2026-10-23
DeDora Capital, Inc.
NEW50—+50——$9.5K—2026-10-26
Key Capital Management, Inc
DECREASED4754-7-13%$9.7K$8.9K-$8012026-11-03
1620 Investment Advisors, Inc.
UNCHANGED414100%$7.4K$7.8K+$4072026-11-04
Holos Integrated Wealth LLC
UNCHANGED393900%$7.3K$7.8K+$5172026-10-23
Alta Capital Management LLC/
NEW34—+34——$6.5K—2026-10-26
Mechanics Financial Corp
INCREASED3323+10+43%$4.2K$6.3K+$2.1K2026-11-05
Ashurst Perkins Coie Trust Co
NEW32—+32——$6.1K—2026-10-15
PayPay Securities Corp
DECREASED3031-1-3%$5.6K$5.7K+$1172026-10-27
McCarley & Cook Financial Planners
UNCHANGED292900%$5.2K$5.5K+$2882026-10-21
Strengthening Families & Communities, LLC
UNCHANGED252500%$4.5K$4.8K+$2842026-10-21
Sunrise Financial Services, LLC
DECREASED2247-25-53%$8.5K$4.2K-$4.3K2026-10-21
Marshall & Sterling Wealth Advisors Inc.
NEW21—+21——$4.0K—2026-10-28
Security National Bank
NEW18—+18——$3.4K—2026-10-26
Nvest Wealth Strategies, Inc.
INCREASED189+9+100%$1.6K$3.4K+$1.8K2026-10-14
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED16839-823-98%$151.8K$3.1K-$148.7K2026-10-14
Vermillion Wealth Management, Inc.
DECREASED1572-57-79%$12.9K$2.8K-$10.1K2026-10-26
Align Financial, LLC
NEW14—+14——$2.7K—2026-10-16
Phillip James Consulting Co.
UNCHANGED141400%$2.5K$2.7K+$1382026-11-03
Torren Management, LLC
UNCHANGED131300%$2.3K$2.5K+$1322026-10-29
Rachor Investment Advisory Services, LLC
UNCHANGED121200%$2.1K$2.2K+$1322026-10-29
Breakwater Investment Management
INCREASED103+7+233%$543$1.9K+$1.4K2026-10-20
CKW Financial Group
INCREASED97+2+29%$1$2+$12026-10-29
Bare Financial Services, Inc
UNCHANGED8800%$1.4K$1.5K+$802026-11-04
Noble Wealth Management PBC
UNCHANGED7700%$1.3K$1.3K+$702026-10-01
NorthAvenue LLC
DECREASED4209-205-98%$37.9K$764-$37.1K2026-10-29
3 Factor Indexing, LLC
UNCHANGED4400%$724$764+$402026-10-15
Hoey Investments, Inc
UNCHANGED3300%$543$573+$302026-10-29
Gilpin Wealth Management, LLC
NEW2—+2——$382—2026-10-09
Monetary Solutions, Ltd
NEW2—+2——$382—2026-10-22
Lockheed Martin Investment Management Co
CLOSED097,400-97,400-100%$17.6M$0-$17.6M2026-11-04
FNY Investment Advisers, LLC
CLOSED027,690-27,690-100%$5.0K$0-$5.0K2026-10-16
Arbor Capital Management Inc
CLOSED010,541-10,541-100%$2.0M$0-$2.0M2026-10-21
Oak Thistle LLC
CLOSED010,275-10,275-100%$1.9M$0-$1.9M2026-10-21
Wellington Shields Capital Management, LLC
CLOSED09,759-9,759-100%$1.8M$0-$1.8M2026-11-03
Wellington Shields & Co., LLC
CLOSED07,132-7,132-100%$1.3M$0-$1.3M2026-11-03
FDx Advisors, Inc.
CLOSED06,678-6,678-100%$1.2M$0-$1.2M2026-11-05
Brick & Kyle, Associates
CLOSED06,357-6,357-100%$1.1M$0-$1.1M2026-11-05
Wakefield Asset Management Lllp
CLOSED04,159-4,159-100%$752.7K$0-$752.7K2026-11-05
Cynosure Group, LLC
CLOSED03,836-3,836-100%$694.0K$0-$694.0K2026-11-03
Johnson Financial Group, LLC
CLOSED03,698-3,698-100%$669.0K$0-$669.0K2026-11-03
T3 Companies, LLC
CLOSED03,298-3,298-100%$596.6K$0-$596.6K2026-10-22
GF Fund Management Co. Ltd.
CLOSED03,079-3,079-100%$557.0K$0-$557.0K2026-10-26
Wealthcare Capital Management LLC
CLOSED02,309-2,309-100%$417.7K$0-$417.7K2026-10-21
OMC Financial Services LTD
CLOSED02,131-2,131-100%$385.5K$0-$385.5K2026-10-19
One Wealth Capital Management, LLC
CLOSED02,042-2,042-100%$369.4K$0-$369.4K2026-10-23
Stenger Family Office, LLC
CLOSED01,805-1,805-100%$203.2K$0-$203.2K2026-10-22
Montgomery Investment Management Inc
CLOSED01,739-1,739-100%$314.6K$0-$314.6K2026-10-26
Convergence Financial, LLC
CLOSED01,709-1,709-100%$309.2K$0-$309.2K2026-10-27
Waycross Partners, LLC
CLOSED01,619-1,619-100%$292.9K$0-$292.9K2026-11-03
Investment House LLC
CLOSED01,519-1,519-100%$274.9K$0-$274.9K2026-10-21
Simplify Asset Management Inc.
CLOSED01,489-1,489-100%$269.4K$0-$269.4K2026-10-27
Arlington Partners LLC
CLOSED01,454-1,454-100%$263.0K$0-$263.0K2026-10-20
Providence First Trust Co
CLOSED01,361-1,361-100%$246.2K$0-$246.2K2026-11-02
Walled Lake Planning & Wealth Management, LLC
CLOSED01,269-1,269-100%$229.6K$0-$229.6K2026-10-29
Sulzberger Capital Advisors, Inc.
CLOSED01,200-1,200-100%$217.1K$0-$217.1K2026-10-20
Essex LLC
CLOSED01,200-1,200-100%$217.1K$0-$217.1K2026-10-14
Saxon Interests, Inc.
CLOSED01,169-1,169-100%$211.5K$0-$211.5K2026-10-26
Financial Synergies Wealth Advisors, Inc.
CLOSED01,125-1,125-100%$203.6K$0-$203.6K2026-10-16
Heritage OAK Wealth Advisors LLC
CLOSED01,123-1,123-100%$204.8K$0-$204.8K2026-10-14
Financial Management Network Inc
CLOSED01,037-1,037-100%$200.0K$0-$200.0K2026-10-09
Stone House Investment Management, LLC
CLOSED0784-784-100%$141.8K$0-$141.8K2026-10-23
Gill Capital Partners, LLC
CLOSED0521-521-100%$94.3K$0-$94.3K2026-10-13
Spectrum Wealth Advisory Group, LLC
CLOSED0410-410-100%$74.2K$0-$74.2K2026-10-29
Founders Capital Management
CLOSED0379-379-100%$68.6K$0-$68.6K2026-10-13
Ball & Co Wealth Management Inc.
CLOSED0324-324-100%$58$0-$582026-11-05
Atlatl Advisers LLC
CLOSED0234-234-100%$42.3K$0-$42.3K2026-10-22
LifeSteps Financial, Inc.
CLOSED0216-216-100%$39.1K$0-$39.1K2026-10-15
Whipplewood Advisors, LLC
CLOSED0212-212-100%$38.4K$0-$38.4K2026-10-20
Robinswood Financial LLC
CLOSED0173-173-100%$31.4K$0-$31.4K2026-10-20
Financially Speaking Inc
CLOSED085-85-100%$14.1K$0-$14.1K2026-11-05
Obsidian CIO, LLC
CLOSED054-54-100%$9.8K$0-$9.8K2026-11-05
Y.D. More Investments Ltd
CLOSED038-38-100%$6.9K$0-$6.9K2026-11-02
United Financial Planning Group LLC
CLOSED034-34-100%$6.2K$0-$6.2K2026-11-04
MJT & Associates Financial Advisory Group, Inc.
CLOSED020-20-100%$3.6K$0-$3.6K2026-10-07
Hara Capital LLC
CLOSED015-15-100%$2.7K$0-$2.7K2026-10-30
Halbert Hargrove Global Advisors, LLC
CLOSED014-14-100%$2.6K$0-$2.6K2026-10-16
Trifecta Capital Advisors, LLC
CLOSED06-6-100%$1.1K$0-$1.1K2026-10-21
Navigoe, LLC
CLOSED05-5-100%$0$0$02026-11-04
Mascoma Wealth Management LLC
CLOSED05-5-100%$905$0-$9052026-10-23
Prairie Wealth Advisors, Inc.
UNCHANGED000—$204.4K$259.9K+$55.5K2026-10-29
Capital World Investors
N/A—133,152,391-133,152,391-100%$24.1B———
BlackRock, Inc.
N/A—108,039,522-108,039,522-100%$19.5B———
Vanguard Capital Management LLC
N/A—101,785,557-101,785,557-100%$18.4B———
Capital Research Global Investors
N/A—84,253,663-84,253,663-100%$15.2B———
Capital International Investors
N/A—72,252,261-72,252,261-100%$13.1B———
State Street Corp
N/A—55,569,994-55,569,994-100%$10.1B———
JPMorgan Chase & Co
N/A—48,189,101-48,189,101-100%$8.8B———
FMR LLC
N/A—46,521,326-46,521,326-100%$8.4B———
GQG Partners LLC
N/A—45,436,985-45,436,985-100%$8.2B———
Geode Capital Management, LLC
N/A—39,038,598-39,038,598-100%$7.1B———
Vanguard Portfolio Management LLC
N/A—30,281,680-30,281,680-100%$5.5B———
Morgan Stanley
N/A—25,493,502-25,493,502-100%$4.6B———
Franklin Resources Inc
N/A—19,334,764-19,334,764-100%$3.5B———
Price T Rowe Associates Inc
N/A—19,224,752-19,224,752-100%$3.5B———
Wellington Management Group LLP
N/A—17,506,171-17,506,171-100%$3.2B———
Bank of America Corp
N/A—16,998,878-16,998,878-100%$3.1B———
Invesco Ltd.
N/A—16,080,112-16,080,112-100%$2.9B———
Northern Trust Corp
N/A—13,974,918-13,974,918-100%$2.5B———
Charles Schwab Investment Management Inc
N/A—13,649,748-13,649,748-100%$2.5B———
Fayez Sarofim & Co
N/A—10,966,757-10,966,757-100%$2.0B———
WCM Investment Management, LLC
N/A—10,304,779-10,304,779-100%$1.9B———
Goldman Sachs Group Inc
N/A—9,997,897-9,997,897-100%$1.8B———
Nuveen, LLC
N/A—8,892,464-8,892,464-100%$1.6B———
Vanguard Fiduciary Trust Co
N/A—8,751,713-8,751,713-100%$1.6B———
Ameriprise Financial Inc
N/A—8,650,407-8,650,407-100%$1.6B———
Massachusetts Financial Services Co
N/A—8,573,094-8,573,094-100%$1.6B———
Legal & General Group Plc
N/A—7,275,170-7,275,170-100%$1.3B———
UBS Asset Management Americas LLC
N/A—6,989,904-6,989,904-100%$1.3B———
Royal Bank of Canada
N/A—6,298,243-6,298,243-100%$1.1B———
Envestnet Asset Management Inc
N/A—6,216,401-6,216,401-100%$1.1B———
Boston Partners
N/A—6,099,688-6,099,688-100%$1.1B———
First Eagle Investment Management, LLC
N/A—5,925,468-5,925,468-100%$1.1B———
Raymond James Financial Inc
N/A—5,462,045-5,462,045-100%$988.1M———
Wells Fargo & Company
N/A—4,671,114-4,671,114-100%$845.1M———
Gardner Russo & Quinn LLC
N/A—4,530,846-4,530,846-100%$819.7M———
Swiss National Bank
N/A—4,395,900-4,395,900-100%$795.3M———
Jupiter Topco LLC
N/A—4,015,688-4,015,688-100%$726.5M———
National Pension Service
N/A—3,732,937-3,732,937-100%$675.3M———
UBS Group AG
N/A—3,694,323-3,694,323-100%$668.3M———
Alliancebernstein L.P.
N/A—3,608,108-3,608,108-100%$596.6M———
Vanguard Global Advisers, LLC
N/A—3,358,713-3,358,713-100%$607.6M———
Vanguard Asset Management, Ltd
N/A—3,214,333-3,214,333-100%$581.5M———
Federated Hermes, Inc.
N/A—2,919,665-2,919,665-100%$528.2M———
Fundsmith LLP
N/A—2,913,693-2,913,693-100%$527.1M———
Barclays PLC
N/A—2,863,635-2,863,635-100%$518.1M———
First Trust Advisors LP
N/A—2,835,056-2,835,056-100%$512.9M———
Deutsche Bank Ag\
N/A—2,788,685-2,788,685-100%$504.5M———
LPL Financial LLC
N/A—2,782,376-2,782,376-100%$503.4M———
Bank of Montreal
N/A—2,766,833-2,766,833-100%$500.5M———
HSBC Holdings PLC
N/A—2,656,665-2,656,665-100%$480.8M———
PNC Financial Services Group, Inc.
N/A—2,606,739-2,606,739-100%$471.6M———
Independent Franchise Partners LLP
N/A—2,578,328-2,578,328-100%$466.4M———
AQR Capital Management LLC
N/A—2,517,931-2,517,931-100%$455.5M———
Arrowstreet Capital, Limited Partnership
N/A—2,447,712-2,447,712-100%$442.8M———
Rhumbline Advisers
N/A—2,229,751-2,229,751-100%$403.4M———
BNP Paribas Financial Markets
N/A—1,977,294-1,977,294-100%$357.7M———
Baillie Gifford & Co
N/A—1,957,455-1,957,455-100%$354.1M———
London Co of Virginia
N/A—1,951,756-1,951,756-100%$353.1M———
Capital International, Inc.
N/A—1,935,959-1,935,959-100%$350.2M———
Public Employees Retirement Association of Colorado
N/A—1,780,503-1,780,503-100%$322.1M———
First Manhattan Co. Llc.
N/A—1,769,286-1,769,286-100%$322.2M———
New York State Common Retirement Fund
N/A—1,667,500-1,667,500-100%$301.7M———
Bank of Nova Scotia
N/A—1,608,480-1,608,480-100%$291.0M———
Panagora Asset Management Inc
N/A—1,596,423-1,596,423-100%$288.8M———
Focus Partners Wealth
N/A—1,588,008-1,588,008-100%$287.5M———
Natixis Advisors, LLC
N/A—1,572,589-1,572,589-100%$284.5M———
Canada Pension Plan Investment Board
N/A—1,473,678-1,473,678-100%$266.6M———
Neuberger Berman Group LLC
N/A—1,461,558-1,461,558-100%$264.6M———
Maverick Capital LTD
N/A—1,457,059-1,457,059-100%$263.6M———
Stifel Financial Corp
N/A—1,434,462-1,434,462-100%$259.5M———
Adage Capital Partners GP, L.L.C.
N/A—1,389,954-1,389,954-100%$251.5M———
Lord, Abbett & Co. LLC
N/A—1,356,811-1,356,811-100%$245.5M———
State Board of Administration of Florida Retirement System
N/A—1,334,661-1,334,661-100%$241.5M———
SG Americas Securities, LLC
N/A—1,278,271-1,278,271-100%$231.3M———
Alyeska Investment Group, L.P.
N/A—1,248,345-1,248,345-100%$225.8M———
SEI Investments Co
N/A—1,218,969-1,218,969-100%$220.5M———
Royal London Asset Management LTD
N/A—1,213,109-1,213,109-100%$219.5M———
Cullen Capital Management, LLC
N/A—1,197,637-1,197,637-100%$216.7M———
Woodline Partners LP
N/A—1,190,174-1,190,174-100%$215.3M———
Macquarie Group LTD
N/A—1,179,595-1,179,595-100%$213.4M———
Prudential Financial Inc
N/A—1,156,247-1,156,247-100%$209.2M———
Korea Investment Corp
N/A—1,141,789-1,141,789-100%$206.6M———
Amundi
N/A—1,063,294-1,063,294-100%$192.4M———
Jones Financial Companies Lllp
N/A—1,036,386-1,036,386-100%$187.4M———
Russell Investments Group, Ltd.
N/A—1,015,701-1,015,701-100%$183.8M———
Manufacturers Life Insurance Company, the
N/A—1,011,377-1,011,377-100%$183.0M———
Voya Investment Management LLC
N/A—1,010,596-1,010,596-100%$182.8M———
HighTower Advisors, LLC
N/A—980,986-980,986-100%$177.5M———
Fundsmith Investment Services Ltd.
N/A—944,396-944,396-100%$170.9M———
Mitsubishi UFJ Trust & Banking Corp
N/A—935,118-935,118-100%$169.2M———
Millennium Management LLC
N/A—900,862-900,862-100%$163.0M———
Quantinno Capital Management LP
N/A—900,078-900,078-100%$162.8M———
Bessemer Group Inc
N/A—885,074-885,074-100%$160.1M———
Nomura Asset Management Co LTD
N/A—863,521-863,521-100%$156.2M———
Eurizon Capital SGR S.p.A.
N/A—862,700-862,700-100%$156.5M———
State of Wisconsin Investment Board
N/A—831,420-831,420-100%$150.4M———
Primecap Management Co
N/A—824,000-824,000-100%$149.1M———
Ilex Capital Partners (UK) LLP
N/A—804,943-804,943-100%$145.6M———
Zacks Investment Management
N/A—795,471-795,471-100%$143.9M———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—775,917-775,917-100%$140.4M———
Chevy Chase Trust Holdings, LLC
N/A—766,337-766,337-100%$138.6M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—762,123-762,123-100%$135.8M———
Cetera Investment Advisers
N/A—720,819-720,819-100%$130.4M———
Crawford Investment Counsel Inc
N/A—719,679-719,679-100%$130.2M———
Tidal Investments LLC
N/A—712,231-712,231-100%$128.8M———
Osaic Holdings, Inc.
N/A—711,213-711,213-100%$128.8M———
Capital International Sarl
N/A—708,449-708,449-100%$128.2M———
National Bank of Canada
N/A—708,365-708,365-100%$128.2M———
Vanguard Investments Australia, Ltd.
N/A—703,522-703,522-100%$127.3M———
Nomura Asset Management International Inc.
N/A—700,726-700,726-100%$126.8M———
Holocene Advisors, LP
N/A—697,816-697,816-100%$126.2M———
Citadel Advisors LLC
N/A—695,011-695,011-100%$125.7M———
Toronto Dominion Bank
N/A—680,798-680,798-100%$123.2M———
Advisors Capital Management, LLC
N/A—674,460-674,460-100%$122.0M———
Capitolis Liquid Global Markets LLC
N/A—673,190-673,190-100%$121.8M———
Victory Capital Management Inc
N/A—664,999-664,999-100%$120.3M———
Treasurer of the State of North Carolina
N/A—664,288-664,288-100%$120.2M———
MML Investors Services, LLC
N/A—663,183-663,183-100%$120.0M———
Aberdeen Group plc
N/A—650,939-650,939-100%$117.8M———
TD Asset Management Inc
N/A—636,023-636,023-100%$115.1M———
Janney Montgomery Scott LLC
N/A—619,899-619,899-100%$112.1M———
Pacer Advisors, Inc.
N/A—609,606-609,606-100%$110.3M———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—606,702-606,702-100%$109.8M———
Public Employees Retirement System of Ohio
N/A—593,810-593,810-100%$107.4M———
M&T Bank Corp
N/A—593,479-593,479-100%$107.4M———
Employees Retirement System of Texas
N/A—566,479-566,479-100%$102.5M———
Teacher Retirement System of Texas
N/A—563,361-563,361-100%$101.9M———
Zurich Insurance Group Ltd
N/A—552,824-552,824-100%$100.0M———
Acadian Asset Management LLC
N/A—550,231-550,231-100%$99.5M———
State of Tennessee, Department of Treasury
N/A—549,782-549,782-100%$99.5M———
Mariner, LLC
N/A—516,097-516,097-100%$93.4M———
NewEdge Advisors, LLC
N/A—504,103-504,103-100%$91.2M———
AE Wealth Management LLC
N/A—502,556-502,556-100%$90.9M———
Gladstone Capital Management LLP
N/A—501,070-501,070-100%$90.6M———
Natixis
N/A—498,357-498,357-100%$90.2M———
ING Groep NV
N/A—495,926-495,926-100%$89.7M———
Northwestern Mutual Wealth Management Co
N/A—485,349-485,349-100%$87.8M———
Canada Life Assurance Co
N/A—484,730-484,730-100%$87.6M———
Epoch Investment Partners, Inc.
N/A—477,291-477,291-100%$86.3M———
Resona Asset Management Co.,Ltd.
N/A—448,328-448,328-100%$81.3M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—431,178-431,178-100%$78.0M———
Cerity Partners LLC
N/A—429,078-429,078-100%$77.6M———
O'shaughnessy Asset Management, LLC
N/A—412,658-412,658-100%$74.7M———
Brown Brothers Harriman & Co
N/A—412,485-412,485-100%$74.6M———
Susquehanna Portfolio Strategies, LLC
N/A—403,387-403,387-100%$73.0M———
Susquehanna International Group, LLP
N/A—397,218-397,218-100%$71.9M———
CIBC Bancorp USA Inc.
N/A—394,354-394,354-100%$71.3M———
Credit Agricole S A
N/A—393,439-393,439-100%$71.2M———
GW&K Investment Management, LLC
N/A—391,260-391,260-100%$70.8M———
CIBC World Market Inc.
N/A—389,623-389,623-100%$70.5M———
Allianz SE
N/A—379,569-379,569-100%$68.7M———
Clark Capital Management Group, Inc.
N/A—364,845-364,845-100%$66.0M———
MetLife Investment Management, LLC
N/A—356,579-356,579-100%$64.5M———
Haverford Trust Co
N/A—344,350-344,350-100%$62.3M———
Newport Trust Company, LLC
N/A—340,504-340,504-100%$61.6M———
Freestone Grove Partners LP
N/A—338,600-338,600-100%$61.3M———
Teachers Retirement System of the State of Kentucky
N/A—337,888-337,888-100%$61.1M———
Mercer Global Advisors Inc
N/A—332,499-332,499-100%$60.2M———
Lazard Asset Management LLC
N/A—313,571-313,571-100%$56.7M———
Bronte Capital Management Pty Ltd.
N/A—300,176-300,176-100%$54.3M———
Gabelli Funds LLC
N/A—299,250-299,250-100%$54.1M———
Pathstone Holdings, LLC
N/A—296,532-296,532-100%$53.8M———
Rockefeller Capital Management L.P.
N/A—294,614-294,614-100%$53.3M———
Schroder Investment Management Group
N/A—285,911-285,911-100%$52.3M———
Baird Financial Group, Inc.
N/A—284,702-284,702-100%$51.5M———
Public Sector Pension Investment Board
N/A—276,676-276,676-100%$50.1M———
Blair William & Co
N/A—269,614-269,614-100%$48.8M———
Sanctuary Advisors, LLC
N/A—266,459-266,459-100%$48.2M———
Captrust Financial Advisors
N/A—256,776-256,776-100%$46.5M———
Beacon Pointe Advisors, LLC
N/A—252,107-252,107-100%$45.6M———
QRG Capital Management, Inc.
N/A—246,221-246,221-100%$44.5M———
Varma Mutual Pension Insurance Co
N/A—242,800-242,800-100%$43.9M———
Utah Retirement Systems
N/A—236,780-236,780-100%$42.8M———
Mediolanum International Funds Ltd
N/A—234,601-234,601-100%$42.9M———
British Columbia Investment Management Corp
N/A—233,811-233,811-100%$42.3M———
Commerce Bank
N/A—233,517-233,517-100%$42.2M———
Police & Firemen's Retirement System of New Jersey
N/A—233,511-233,511-100%$42.2M———
Huntington National Bank
N/A—230,186-230,186-100%$41.6M———
Whittier Trust Co
N/A—228,878-228,878-100%$42.3M———
T. Rowe Price Investment Management, Inc.
N/A—223,561-223,561-100%$40.4M———
Allianz Asset Management GmbH
N/A—217,320-217,320-100%$39.3M———
Vanguard Personalized Indexing Management, LLC
N/A—216,839-216,839-100%$39.2M———
Nissay Asset Management Corp N
N/A—212,945-212,945-100%$38.5M———
Wealthfront Advisers LLC
N/A—210,718-210,718-100%$38.1M———
Benjamin Edwards Inc
N/A—205,344-205,344-100%$37.2M———
Auxier Asset Management LLC
N/A—203,750-203,750-100%$36.9M———
Pinebridge Investments LLC
N/A—202,880-202,880-100%$36.7M———
Dash Acquisitions Inc.
N/A—200,135-200,135-100%$37.3M———
Pinnacle Financial Partners, Inc.
N/A—199,629-199,629-100%$36.1M———
Stock Yards Bank & Trust Co
N/A—197,591-197,591-100%$35.7M———
Trajan Wealth LLC
N/A—194,058-194,058-100%$35.1M———
Curi Capital, LLC
N/A—193,372-193,372-100%$35.3M———
&partners
N/A—192,773-192,773-100%$34.9M———
Erste Asset Management GmbH
N/A—190,105-190,105-100%$34.7M———
Point72 Asset Management, L.P.
N/A—187,694-187,694-100%$34.0M———
D. E. Shaw & Co., Inc.
N/A—186,380-186,380-100%$33.7M———
Orion Porfolio Solutions, LLC
N/A—185,306-185,306-100%$33.5M———
Glenmede Trust Co NA
N/A—180,993-180,993-100%$32.7M———
Westwood Holdings Group Inc
N/A—178,593-178,593-100%$32.3M———
NorthRock Partners, LLC
N/A—178,201-178,201-100%$32.2M———
RBO & Co LLC
N/A—178,124-178,124-100%$32.2M———
Night Squared LP
N/A—177,493-177,493-100%$32.1M———
NS Partners Ltd
N/A—176,470-176,470-100%$31.9M———
Blue Chip Partners, LLC
N/A—171,005-171,005-100%$30.9M———
1832 Asset Management L.P.
N/A—166,490-166,490-100%$30.1M———
IEQ Capital, LLC
N/A—163,197-163,197-100%$29.5M———
Alley Investment Management Company, LLC
N/A—161,567-161,567-100%$29.2M———
Martingale Asset Management L P
N/A—159,946-159,946-100%$28.9M———
First Long Island Investors, LLC
N/A—159,442-159,442-100%$28.8M———
Brown Advisory Inc
N/A—159,217-159,217-100%$28.8M———
ProVise Management Group, LLC
N/A—158,459-158,459-100%$28.7M———
Horizon Investments, LLC
N/A—156,125-156,125-100%$28.2M———
Allworth Financial LP
N/A—154,005-154,005-100%$27.9M———
Cornerstone Advisors, LLC
N/A—152,329-152,329-100%$27.6M———
Cresset Asset Management, LLC
N/A—148,544-148,544-100%$27.1M———
Thomasville National Bank
N/A—147,111-147,111-100%$26.6M———
Empowered Funds, LLC
N/A—146,159-146,159-100%$26.4M———
Foundations Investment Advisors, LLC
N/A—145,674-145,674-100%$26.4M———
Steward Partners Investment Advisory, LLC
N/A—145,587-145,587-100%$26.3M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—143,618-143,618-100%$26.0M———
Capital Group Private Client Services, Inc.
N/A—139,470-139,470-100%$25.2M———
Rafferty Asset Management, LLC
N/A—139,224-139,224-100%$25.2M———
Allstate Corp
N/A—137,388-137,388-100%$24.9M———
Dana Investment Advisors, Inc.
N/A—135,943-135,943-100%$24.6M———
Parkwood LLC
N/A—131,711-131,711-100%$23.8M———
Whittier Trust Co of Nevada Inc
N/A—130,331-130,331-100%$24.5M———
Merit Financial Group, LLC
N/A—129,187-129,187-100%$23.4M———
BBR Partners, LLC
N/A—127,519-127,519-100%$23.1M———
RWA Wealth Partners, LLC
N/A—124,278-124,278-100%$22.5M———
Huber Capital Management LLC
N/A—124,214-124,214-100%$22.5M———
Atlantic Union Bankshares Corp
N/A—122,309-122,309-100%$22.1M———
Great Lakes Advisors, LLC
N/A—122,126-122,126-100%$22.1M———
Advisory Research Inc
N/A—122,120-122,120-100%$22.1M———
Mizuho Securities USA LLC
N/A—122,017-122,017-100%$22.1M———
Nykredit A/S
N/A—121,802-121,802-100%$22.0M———
Gotham Asset Management, LLC
N/A—119,806-119,806-100%$21.7M———
Artisan Partners Limited Partnership
N/A—119,528-119,528-100%$21.6M———
AR Asset Management Inc
N/A—118,751-118,751-100%$21.5M———
Empire Life Investments Inc.
N/A—118,246-118,246-100%$21.4M———
Callan Family Office, LLC
N/A—114,031-114,031-100%$20.6M———
Capital Fund Management S.A.
N/A—113,927-113,927-100%$20.6M———
Soros Fund Management LLC
N/A—112,294-112,294-100%$20.3M———
Arax Advisory Partners
N/A—108,887-108,887-100%$19.7M———
Lighthouse Investment Partners, LLC
N/A—108,082-108,082-100%$19.6M———
Staley Capital Advisers Inc
N/A—107,955-107,955-100%$19.5M———
Bleakley Financial Group, LLC
N/A—107,561-107,561-100%$19.5M———
Hollencrest Capital Management
N/A—103,415-103,415-100%$18.7M———
Sequoia Financial Advisors, LLC
N/A—102,997-102,997-100%$18.6M———
MAI Capital Management
N/A—102,024-102,024-100%$18.5M———
Canal Capital Management, LLC
N/A—101,495-101,495-100%$18.4M———
Waverly Advisors, LLC
N/A—101,276-101,276-100%$18.3M———
Strategic Wealth Partners, Ltd.
N/A—99,998-99,998-100%$18.1M———
Investment Management Corp of Ontario
N/A—99,411-99,411-100%$18.0M———
Norinchukin Bank, The
N/A—98,743-98,743-100%$17.9M———
Kentucky Retirement Systems
N/A—98,358-98,358-100%$17.8M———
Federation des caisses Desjardins du Quebec
N/A—98,264-98,264-100%$17.8M———
Vestmark Advisory Solutions, Inc.
N/A—95,077-95,077-100%$17.2M———
Nomura Holdings Inc
N/A—94,871-94,871-100%$17.2M———
World Investment Advisors
N/A—94,725-94,725-100%$15.7M———
Advisory Services Network, LLC
N/A—94,005-94,005-100%$17.0M———
Opal Capital LLC
N/A—92,278-92,278-100%$16.7M———
FIL Ltd
N/A—91,995-91,995-100%$16.6M———
First Foundation Advisors
N/A—91,182-91,182-100%$16.5M———
Intech Investment Management LLC
N/A—91,164-91,164-100%$16.5M———
Titan Investment Solutions Ltd
N/A—90,285-90,285-100%$16.3M———
Barrow Hanley Mewhinney & Strauss LLC
N/A—88,992-88,992-100%$16.1M———
Principal Securities, Inc.
N/A—88,956-88,956-100%$16.1M———
Daiichi Life Insurance Co., Ltd.
N/A—88,946-88,946-100%$16.1M———
Peapack Gladstone Financial Corp
N/A—87,382-87,382-100%$15.8M———
First National Bank of Omaha
N/A—86,892-86,892-100%$15.9M———
Jane Street Group, LLC
N/A—86,444-86,444-100%$15.6M———
Bogart Wealth, LLC
N/A—85,694-85,694-100%$15.5M———
Howe & Rusling Inc
N/A—85,543-85,543-100%$15.5M———
Savant Capital, LLC
N/A—84,074-84,074-100%$14.6M———
Hirtle & Co., LLC
N/A—81,778-81,778-100%$14.8M———
Argent Trust Co
N/A—80,494-80,494-100%$14.6M———
Epacria Capital Partners, LLC
N/A—77,767-77,767-100%$14.1M———
Envestnet Portfolio Solutions, Inc.
N/A—77,746-77,746-100%$14.1M———
Vestcor Inc
N/A—75,537-75,537-100%$13.7M———
Squarepoint Ops LLC
N/A—74,270-74,270-100%$13.4M———
United Capital Financial Advisors, LLC
N/A—73,275-73,275-100%$13.3M———
Vident Advisory, LLC
N/A—72,912-72,912-100%$13.2M———
Hutner Capital Management Inc
N/A—71,834-71,834-100%$13.0M———
Independent Advisor Alliance
N/A—70,374-70,374-100%$12.7M———
Ruffer LLP
N/A—70,063-70,063-100%$12.7M———
Summit Trail Advisors, LLC
N/A—69,913-69,913-100%$12.6M———
Carlson Capital, L.P.
N/A—69,538-69,538-100%$12.6M———
Global Retirement Partners, LLC
N/A—69,525-69,525-100%$12.6M———
Amica Mutual Insurance Co
N/A—64,427-64,427-100%$11.7M———
Tiaa Wealth Investment Management LLC
N/A—63,776-63,776-100%$11.5M———
Cedar Wealth Management, LLC
N/A—63,646-63,646-100%$11.5M———
Guggenheim Capital LLC
N/A—63,645-63,645-100%$11.5M———
Wealthspire Advisors, LLC
N/A—63,422-63,422-100%$11.5M———
Equitable Holdings, Inc.
N/A—63,269-63,269-100%$11.4M———
WCG Wealth Advisors LLC
N/A—61,672-61,672-100%$11.2M———
Bollard Group LLC
N/A—61,292-61,292-100%$11.1M———
Heritage Wealth Advisors
N/A—61,281-61,281-100%$11.1M———
Mufg Securities Emea plc
N/A—61,003-61,003-100%$11.0M———
Diversified Trust Co
N/A—60,970-60,970-100%$11.0M———
Lowe Brockenbrough & Co Inc
N/A—60,885-60,885-100%$11.0M———
NewEdge Wealth, LLC
N/A—60,585-60,585-100%$11.0M———
Arrow Capital Management, LLC
N/A—60,422-60,422-100%$10.9M———
Private Advisor Group, LLC
N/A—60,270-60,270-100%$10.9M———
Stratos Wealth Partners, Ltd.
N/A—59,679-59,679-100%$10.8M———
Arkadios Wealth Advisors
N/A—59,489-59,489-100%$10.8M———
Meiji Yasuda Asset Management Co Ltd.
N/A—59,255-59,255-100%$10.7M———
Caprock Group, LLC
N/A—58,522-58,522-100%$10.7M———
Integrated Wealth Concepts LLC
N/A—57,562-57,562-100%$10.4M———
Aviva PLC
N/A—56,915-56,915-100%$10.3M———
North Star Asset Management Inc
N/A—56,649-56,649-100%$10.2M———
Algert Global LLC
N/A—56,471-56,471-100%$10.2M———
Hantz Financial Services, Inc.
N/A—56,025-56,025-100%$10.1M———
Freestone Capital Holdings, LLC
N/A—55,535-55,535-100%$10.0M———
Canada Post Corp Registered Pension Plan
N/A—54,615-54,615-100%$9.9M———
Empirical Finance, LLC
N/A—53,848-53,848-100%$9.7M———
American Money Management, LLC
N/A—52,880-52,880-100%$9.6M———
XTX Topco Ltd
N/A—50,968-50,968-100%$9.2M———
EP Wealth Advisors, LLC
N/A—50,883-50,883-100%$9.2M———
Triavera Capital LLC
N/A—49,986-49,986-100%$9.0M———
Coldstream Capital Management Inc
N/A—49,457-49,457-100%$8.9M———
Vigil Wealth Management, LLC
N/A—48,893-48,893-100%$8.8M———
Johnson Investment Counsel Inc
N/A—48,708-48,708-100%$8.8M———
Silvercrest Asset Management Group LLC
N/A—47,617-47,617-100%$8.6M———
Bridges Investment Management Inc
N/A—47,439-47,439-100%$8.6M———
LOS Angeles Capital Management LLC
N/A—46,955-46,955-100%$8.5M———
Mufg Securities Americas Inc.
N/A—46,942-46,942-100%$8.5M———
Advisors Asset Management, Inc.
N/A—46,735-46,735-100%$8.5M———
Aurdan Capital Management, LLC
N/A—46,637-46,637-100%$8.4M———
AlTi Global, Inc.
N/A—45,003-45,003-100%$8.2M———
Papamarkou Wellner Asset Management inc.
N/A—44,652-44,652-100%$4.5M———
HM Payson & Co
N/A—44,291-44,291-100%$8.0M———
Coston, McIsaac & Partners
N/A—44,271-44,271-100%$8.0M———
Laird Norton Wetherby Trust Company, LLC
N/A—44,002-44,002-100%$8.0M———
Clearstead Advisors, LLC
N/A—43,913-43,913-100%$7.9M———
R.H. Investment Group, LLC
N/A—43,854-43,854-100%$7.9M———
Stephens Inc
N/A—43,519-43,519-100%$7.9M———
Focus Partners Advisor Solutions, LLC
N/A—43,282-43,282-100%$7.8M———
Mutual Advisors, LLC
N/A—43,102-43,102-100%$7.8M———
Cloverfields Capital Group, LP
N/A—42,972-42,972-100%$7.8M———
Anchor Investment Management, LLC
N/A—42,887-42,887-100%$7.8M———
Snowden Capital Advisors LLC
N/A—42,577-42,577-100%$7.8M———
Beacon Harbor Wealth Advisors, Inc.
N/A—42,555-42,555-100%$8.1M———
Nicolet Bankshares Inc
N/A—42,157-42,157-100%$7.7M———
Cumberland Partners Ltd
N/A—41,960-41,960-100%$7.6M———
Stansberry Asset Management, LLC
N/A—41,865-41,865-100%$7.6M———
Waterloo Capital, L.P.
N/A—41,589-41,589-100%$7.5M———
Brentview Investment Management LLC
N/A—41,545-41,545-100%$7.5M———
Zions Bancorporation, National Association
N/A—41,457-41,457-100%$7.5M———
Securian Asset Management, Inc
N/A—41,373-41,373-100%$8.0M———
Kentucky Retirement Systems Insurance Trust Fund
N/A—40,817-40,817-100%$7.4M———
Two Sigma Investments, LP
N/A—40,645-40,645-100%$7.4M———
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A—40,308-40,308-100%$7.3M———
Sound View Wealth Advisors Group, LLC
N/A—39,416-39,416-100%$7.1M———
Group One Trading LLC
N/A—39,243-39,243-100%$7.1M———
Voleon Capital Management LP
N/A—38,989-38,989-100%$7.1M———
Fiduciary Trust Co
N/A—38,872-38,872-100%$7.0M———
Meeder Advisory Services, Inc.
N/A—38,513-38,513-100%$7.0M———
Fred Alger Management, LLC
N/A—38,233-38,233-100%$7.0M———
Fi3 Financial Advisors, LLC
N/A—38,097-38,097-100%$642.7K———
Hotchkis & Wiley Capital Management LLC
N/A—38,060-38,060-100%$6.9M———
IFG Advisory, LLC
N/A—38,032-38,032-100%$6.9M———
Metis Global Partners, LLC
N/A—37,903-37,903-100%$6.9M———
First American Trust, FSB
N/A—37,856-37,856-100%$6.8M———
Savvy Advisors, Inc.
N/A—37,259-37,259-100%$6.7M———
Capital International LTD
N/A—37,218-37,218-100%$6.7M———
UMB Bank, n.a.
N/A—36,970-36,970-100%$6.7M———
OneDigital Investment Advisors LLC
N/A—36,929-36,929-100%$6.7M———
SOA Wealth Advisors, Llc.
N/A—36,475-36,475-100%$216.2K———
Vinva Investment Management Ltd
N/A—36,448-36,448-100%$6.7M———
Marshall Wace, LLP
N/A—36,408-36,408-100%$6.6M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—36,405-36,405-100%$6.6M———
Stokes Family Office, LLC
N/A—36,221-36,221-100%$6.6M———
RiverFront Investment Group, LLC
N/A—36,105-36,105-100%$6.5M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—35,687-35,687-100%$6.5M———
Summit Financial, LLC
N/A—35,006-35,006-100%$6.4M———
Rathbones Group PLC
N/A—34,678-34,678-100%$6.3M———
Townsquare Capital LLC
N/A—34,362-34,362-100%$6.2M———
Aptus Capital Advisors, LLC
N/A—33,752-33,752-100%$6.1M———
Windward Capital Management Co
N/A—33,055-33,055-100%$6.0M———
Logan Capital Management Inc
N/A—33,050-33,050-100%$6.0M———
Balyasny Asset Management L.P.
N/A—32,339-32,339-100%$5.9M———
Morton Community Bank
N/A—31,946-31,946-100%$5.8M———
Bartlett & Co. Wealth Management LLC
N/A—31,853-31,853-100%$5.8M———
Walleye Capital LLC
N/A—31,772-31,772-100%$5.7M———
Manhattan West Asset Management, LLC
N/A—31,676-31,676-100%$5.7M———
IHT Wealth Management, LLC
N/A—31,669-31,669-100%$5.7M———
CreativeOne Wealth, LLC
N/A—31,564-31,564-100%$5.7M———
Icon Wealth Advisors, LLC
N/A—31,526-31,526-100%$5.7M———
Bcgm Wealth Management, LLC
N/A—31,288-31,288-100%$5.7M———
Segall Bryant & Hamill, LLC
N/A—31,031-31,031-100%$5.6M———
Slagle Financial, LLC
N/A—30,882-30,882-100%$5.6M———
Brandywine Trust Co
N/A—30,814-30,814-100%$5.6M———
Addison Capital Co
N/A—30,585-30,585-100%$5.5M———
Kinloch Capital, LLC
N/A—30,430-30,430-100%$5.5M———
Drucker Wealth 3.0, LLC
N/A—30,291-30,291-100%$5.5M———
Picton Mahoney Asset Management
N/A—30,289-30,289-100%$5.5M———
PFG Investments, LLC
N/A—30,272-30,272-100%$5.5M———
FSB Premier Wealth Management, Inc.
N/A—30,227-30,227-100%$5.5M———
Morgan Dempsey Capital Management LLC
N/A—30,150-30,150-100%$5.5M———
Hayek Kallen Investment Management
N/A—29,900-29,900-100%$5.4M———
Essex Financial Services, Inc.
N/A—29,706-29,706-100%$5.4M———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—29,546-29,546-100%$5.3M———
Cantor Fitzgerald, L. P.
N/A—28,966-28,966-100%$5.2M———
Moneta Group Investment Advisors LLC
N/A—28,685-28,685-100%$5.2M———
Modern Wealth Management, LLC
N/A—28,099-28,099-100%$5.1M———
Geneos Wealth Management Inc.
N/A—27,966-27,966-100%$5.1M———
Morningstar Investment Management LLC
N/A—27,918-27,918-100%$4.6M———
Elwood Capital Partners LP
N/A—27,761-27,761-100%$5.0M———
Cannell & Spears LLC
N/A—27,604-27,604-100%$5.0M———
Intrepid Capital Management Inc
N/A—27,369-27,369-100%$5.0M———
Dynasty Wealth Management, LLC
N/A—27,151-27,151-100%$4.9M———
Harbour Investments, Inc.
N/A—27,090-27,090-100%$4.9M———
Abacus FCF Advisors LLC
N/A—27,068-27,068-100%$4.9M———
Concentric Capital Strategies, LP
N/A—26,934-26,934-100%$4.9M———
Kingsview Wealth Management, LLC
N/A—26,563-26,563-100%$4.8M———
P.A.W. Capital Corp
N/A—26,310-26,310-100%$4.8M———
TCW Group Inc
N/A—26,172-26,172-100%$4.7M———
Tower Research Capital LLC (TRC)
N/A—26,075-26,075-100%$4.7M———
one8zero8, LLC
N/A—25,802-25,802-100%$4.7M———
Voya Financial Advisors, Inc.
N/A—25,774-25,774-100%$4.7M———
Pine Valley Investments Ltd Liability Co
N/A—25,701-25,701-100%$4.7M———
BNP Paribas Asset Management Holding S.A.
N/A—25,672-25,672-100%$4.6M———
Parallax Volatility Advisers, L.P.
N/A—25,219-25,219-100%$4.6M———
Scotia Capital Inc.
N/A—25,154-25,154-100%$4.6M———
Kentucky Farm Bureau Mutual Insurance Co
N/A—25,000-25,000-100%$4.5M———
DCM Advisors, LLC
N/A—24,994-24,994-100%$4.5M———
Alerus Financial NA
N/A—24,910-24,910-100%$4.5M———
Evercore Wealth Management, LLC
N/A—24,836-24,836-100%$4.5M———
SageView Advisory Group, LLC
N/A—24,736-24,736-100%$4.5M———
Capstone Investment Advisors, LLC
N/A—24,642-24,642-100%$4.5M———
HBK Sorce Advisory LLC
N/A—24,521-24,521-100%$4.6M———
Broyhill Asset Management, LLC
N/A—24,519-24,519-100%$4.4M———
Sumitomo Life Insurance Co
N/A—24,301-24,301-100%$4.4M———
Advyzon Investment Management, LLC
N/A—24,164-24,164-100%$4.4M———
Kera Capital Partners, Inc.
N/A—23,838-23,838-100%$4.3M———
Bradley Foster & Sargent Inc
N/A—23,733-23,733-100%$4.3M———
Prosperity Consulting Group, LLC
N/A—23,638-23,638-100%$4.3M———
Railway Pension Investments Ltd
N/A—23,040-23,040-100%$4.2M———
Transcend Capital Advisors, LLC
N/A—22,899-22,899-100%$4.1M———
SWP Investment Management LLC
N/A—22,755-22,755-100%$4.1M———
Venturi Wealth Management, LLC
N/A—22,726-22,726-100%$4.1M———
Twin City Private Wealth, LLC
N/A—22,651-22,651-100%$4.1M———
Mount Capital Ltd
N/A—22,547-22,547-100%$4.1M———
Brevan Howard Capital Management LP
N/A—22,363-22,363-100%$4.1M———
GeoWealth Management, LLC
N/A—22,292-22,292-100%$4.0M———
Ballentine Partners, LLC
N/A—22,036-22,036-100%$4.0M———
Smartleaf Asset Management LLC
N/A—22,026-22,026-100%$4.0M———
Doheny Asset Management
N/A—21,939-21,939-100%$4.0M———
Peak6 LLC
N/A—21,896-21,896-100%$4.0M———
Meiji Yasuda Life Insurance Co
N/A—21,882-21,882-100%$4.0M———
Moors & Cabot, Inc.
N/A—21,730-21,730-100%$3.9M———
Texas Yale Capital Corp.
N/A—21,623-21,623-100%$3.9M———
Gladstone Institutional Advisory LLC
N/A—21,244-21,244-100%$3.8M———
Longaeva Partners L.P.
N/A—21,153-21,153-100%$3.8M———
Ellenbecker Investment Group
N/A—21,001-21,001-100%$3.8M———
Reyl & Cie S.A.
N/A—20,942-20,942-100%$3.5M———
National Philanthropic Trust
N/A—20,941-20,941-100%$3.8M———
Founders Financial Alliance, LLC
N/A—20,668-20,668-100%$3.7M———
Hartford Funds Management Co LLC
N/A—20,646-20,646-100%$3.7M———
Boothbay Fund Management, LLC
N/A—20,546-20,546-100%$3.7M———
Level Four Advisory Services, LLC
N/A—20,502-20,502-100%$3.7M———
Intrust Bank NA
N/A—20,427-20,427-100%$3.7M———
Octavia Wealth Advisors, LLC
N/A—20,383-20,383-100%$3.7M———
DoubleLine ETF Adviser LP
N/A—20,258-20,258-100%$3.7M———
Keystone Financial Group
N/A—20,119-20,119-100%$3.6M———
44 Wealth Management LLC
N/A—19,904-19,904-100%$3.6M———
Horizon Kinetics Asset Management LLC
N/A—19,624-19,624-100%$3.6M———
South Dakota Investment Council
N/A—19,620-19,620-100%$3.5M———
Rothschild Investment LLC
N/A—19,311-19,311-100%$3.5M———
Taikang Asset Management (Hong Kong) Co Ltd
N/A—18,910-18,910-100%$3.4M———
X-Square Capital, LLC
N/A—18,412-18,412-100%$3.3M———
Hilltop Holdings Inc.
N/A—18,340-18,340-100%$3.3M———
Kavar Capital Partners Group, LLC
N/A—18,339-18,339-100%$3.3M———
Coastal Bridge Advisors, LLC
N/A—18,232-18,232-100%$3.3M———
One Capital Management, LLC
N/A—18,205-18,205-100%$3.0M———
Advisory Alpha, LLC
N/A—18,053-18,053-100%$3.3M———
Syon Capital LLC
N/A—17,986-17,986-100%$3.3M———
Fidelis Capital Partners, LLC
N/A—17,948-17,948-100%$3.2M———
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A—17,741-17,741-100%$3.2M———
Wealth Alliance, LLC
N/A—17,717-17,717-100%$3.2M———
Douglass Winthrop Advisors, LLC
N/A—17,696-17,696-100%$3.2M———
Great Valley Advisor Group, Inc.
N/A—17,680-17,680-100%$3.2M———
New Age Alpha Advisors, LLC
N/A—17,557-17,557-100%$3.2M———
Fortune Financial Advisors, LLC
N/A—17,555-17,555-100%$3.2M———
Fisher Asset Management, LLC
N/A—17,528-17,528-100%$3.2M———
Ausdal Financial Partners, Inc.
N/A—17,510-17,510-100%$3.2M———
BFC Planning, Inc.
N/A—17,468-17,468-100%$3.2M———
Taylor Hoffman Capital Management LLC
N/A—17,406-17,406-100%$3.1M———
MidFirst Bank
N/A—17,324-17,324-100%$3.1M———
Red Door Wealth Management, LLC
N/A—17,088-17,088-100%$3.1M———
Frec Markets, Inc.
N/A—17,084-17,084-100%$3.1M———
E Fund Management Co., Ltd.
N/A—16,796-16,796-100%$3.0M———
Tyche Wealth Partners LLC
N/A—16,729-16,729-100%$3.0M———
Dodge & COX
N/A—16,500-16,500-100%$3.0M———
Divisadero Street Capital Management, LP
N/A—16,452-16,452-100%$3.0M———
Berkshire Asset Management LLC
N/A—16,423-16,423-100%$3.0M———
Phoenix Financial Ltd.
N/A—16,028-16,028-100%$2.9M———
Alaethes Wealth, LLC
N/A—15,984-15,984-100%$2.9M———
Vanguard National Trust Co
N/A—15,954-15,954-100%$2.9M———
Accretive Wealth Partners, LLC
N/A—15,864-15,864-100%$2.9M———
Monetary Management Group Inc
N/A—15,820-15,820-100%$2.9M———
Park Circle Co
N/A—15,745-15,745-100%$2.8M———
Catalyst Financial Partners LLC
N/A—15,712-15,712-100%$2.8M———
Belpointe Asset Management LLC
N/A—15,546-15,546-100%$2.8M———
Personal CFO Solutions, LLC
N/A—15,533-15,533-100%$2.8M———
Crux Wealth Advisors
N/A—15,470-15,470-100%$2.8M———
SouthState Bank Corp
N/A—15,439-15,439-100%$2.8M———
Man Group plc
N/A—15,422-15,422-100%$2.8M———
Jaffetilchin Investment Partners, LLC
N/A—15,162-15,162-100%$2.7M———
American Century Companies Inc
N/A—15,096-15,096-100%$2.7M———
Hodges Capital Management Inc.
N/A—14,950-14,950-100%$2.7M———
Cypress Capital Management LLC (WY)
N/A—14,913-14,913-100%$2.7M———
Bank of Hawaii
N/A—14,781-14,781-100%$2.7M———
HighPoint Advisor Group LLC
N/A—14,653-14,653-100%$2.7M———
Mayflower Financial Advisors, LLC
N/A—14,595-14,595-100%$2.6M———
Denali Advisors LLC
N/A—14,480-14,480-100%$2.6M———
BW Gestao de Investimentos Ltda.
N/A—14,350-14,350-100%$2.6M———
Mainstay Capital Management LLC
N/A—14,290-14,290-100%$2.6M———
Bluespring Wealth Management, LLC
N/A—14,253-14,253-100%$2.6M———
Ameritas Investment Partners, Inc.
N/A—14,248-14,248-100%$2.6M———
Tandem Financial, LLC
N/A—14,238-14,238-100%$2.6M———
Checchi Capital Advisers, LLC
N/A—14,202-14,202-100%$2.6M———
Tower Bridge Advisors
N/A—14,162-14,162-100%$2.6M———
Banque Transatlantique SA
N/A—14,132-14,132-100%$2.2M———
RNC Capital Management LLC
N/A—13,910-13,910-100%$2.5M———
FLC Capital Advisors
N/A—13,904-13,904-100%$2.5M———
Pure Financial Advisors, LLC
N/A—13,842-13,842-100%$2.5M———
Fairfield, Bush & Co.
N/A—13,672-13,672-100%$2.5M———
Private Wealth Asset Management, LLC
N/A—13,520-13,520-100%$2.4M———
Johnson Financial Group, Inc.
N/A—13,486-13,486-100%$2.5M———
Fortress Private Ledger, LLC
N/A—13,448-13,448-100%$2.4M———
Cozad Asset Management Inc
N/A—13,417-13,417-100%$2.4M———
Thoroughbred Financial Services, LLC
N/A—13,337-13,337-100%$2.4M———
Matrix Private Capital Group LLC
N/A—13,164-13,164-100%$2.4M———
Ameritas Advisory Services, LLC
N/A—13,155-13,155-100%$2.4M———
Arete Wealth Advisors, LLC
N/A—13,102-13,102-100%$2.4M———
Insigneo Advisory Services, LLC
N/A—13,063-13,063-100%$2.4M———
Mosaic Family Wealth Partners, LLC
N/A—13,019-13,019-100%$2.4M———
Pallas Capital Advisors LLC
N/A—13,019-13,019-100%$2.4M———
Dorsey & Whitney Trust Co LLC
N/A—13,009-13,009-100%$2.4M———
Stratos Investment Management, LLC
N/A—12,705-12,705-100%$2.3M———
Beaton Management Co. Inc.
N/A—12,700-12,700-100%$2.3M———
Dakota Wealth Management
N/A—12,545-12,545-100%$2.3M———
Callahan Advisors, LLC
N/A—12,525-12,525-100%$2.3M———
Klcm Advisors, Inc.
N/A—12,453-12,453-100%$2.3M———
Tevis Investment Management
N/A—12,320-12,320-100%$2.2M———
Spinnaker Trust
N/A—12,083-12,083-100%$2.2M———
Zhang Financial LLC
N/A—11,954-11,954-100%$2.2M———
Trivium Point Advisory, LLC
N/A—11,930-11,930-100%$2.2M———
Stratos Wealth Advisors, LLC
N/A—11,928-11,928-100%$2.2M———
Palisade Capital Management, LP
N/A—11,773-11,773-100%$2.1M———
Berkeley Capital Partners, LLC
N/A—11,717-11,717-100%$2.1M———
Smithfield Trust Co
N/A—11,593-11,593-100%$2.1M———
Keystone Financial Services
N/A—11,488-11,488-100%$2.1M———
Centaurus Financial, Inc.
N/A—11,479-11,479-100%$2.1M———
Whalerock Point Partners, LLC
N/A—11,397-11,397-100%$2.1M———
Groupama Asset Managment
N/A—11,377-11,377-100%$2.1M———
Colonial Trust Co / SC
N/A—11,305-11,305-100%$2.0M———
Simmons Bank
N/A—11,238-11,238-100%$2.0M———
Aureus Asset Management, LLC
N/A—11,235-11,235-100%$2.0M———
Strategic Investment Advisors / MI
N/A—11,219-11,219-100%$2.0M———
Connable Office Inc
N/A—11,208-11,208-100%$2.0M———
Ostrum Asset Management
N/A—11,169-11,169-100%$2.0M———
Richard W. Paul & Associates, LLC
N/A—11,147-11,147-100%$2.0M———
Cardiff Park Advisors, LLC
N/A—11,064-11,064-100%$2.0M———
Drive Wealth Management, LLC
N/A—11,050-11,050-100%$2.0M———
Spirepoint Private Client, LLC
N/A—11,013-11,013-100%$2.0M———
AssuredPartners Investment Advisors, LLC
N/A—10,889-10,889-100%$2.0M———
RB Capital Management, LLC
N/A—10,845-10,845-100%$2.0M———
Planning Alternatives LTD
N/A—10,749-10,749-100%$1.9M———
Van Eck Associates Corp
N/A—10,700-10,700-100%$1.9M———
Rehmann Capital Advisory Group
N/A—10,700-10,700-100%$1.9M———
Cary Street Partners Financial LLC
N/A—10,677-10,677-100%$1.9M———
Continuum Advisory, LLC
N/A—10,665-10,665-100%$1.9M———
Hardy Reed LLC
N/A—10,583-10,583-100%$1.9M———
Boston Family Office LLC
N/A—10,570-10,570-100%$1.9M———
Gilbert & Cook, Inc.
N/A—10,312-10,312-100%$1.9M———
St. Nicholas Private Asset Management, Inc
N/A—10,258-10,258-100%$1.9M———
Legacy Financial Advisors, Inc.
N/A—10,022-10,022-100%$1.8M———
Fiduciary Group, LLC
N/A—10,014-10,014-100%$1.8M———
Flputnam Investment Management Co
N/A—10,009-10,009-100%$1.8M———
Knoll Capital Management, LLC
N/A—10,000-10,000-100%$1.8M———
Schnieders Capital Management, Llc.
N/A—9,953-9,953-100%$1.8M———
Pettyjohn, Wood & White, Inc
N/A—9,936-9,936-100%$1.8M———
Mitchell Mcleod Pugh & Williams Inc
N/A—9,920-9,920-100%$1.8M———
Z3 Capital Partners, LLC
N/A—9,919-9,919-100%$1.8M———
Fairtree Asset Management (Pty) Ltd
N/A—9,914-9,914-100%$1.8M———
Edgestream Partners, L.P.
N/A—9,895-9,895-100%$1.8M———
R.m.sincerbeaux Capital Management LLC
N/A—9,816-9,816-100%$1.8M———
Charter Research & Investment Group, Inc.
N/A—9,780-9,780-100%$1.8M———
Composition Wealth, LLC
N/A—9,734-9,734-100%$1.8M———
Cary Street Partners Investment Advisory LLC
N/A—9,718-9,718-100%$1.8M———
Siemens Fonds Invest GmbH
N/A—9,712-9,712-100%$1.8M———
Marex Group Ltd
N/A—9,705-9,705-100%$1.8M———
Wulff, Hansen & Co.
N/A—9,641-9,641-100%$1.7M———
Heartland Bank & Trust Co
N/A—9,636-9,636-100%$1.7M———
Smith, Moore & Co.
N/A—9,566-9,566-100%$1.7M———
Cheviot Value Management, LLC
N/A—9,566-9,566-100%$1.7M———
EFG International AG
N/A—9,515-9,515-100%$1.7M———
Gamco Investors, Inc. ET AL
N/A—9,514-9,514-100%$1.7M———
Hancock Whitney Corp
N/A—9,512-9,512-100%$1.7M———
Gateway Wealth Partners, LLC
N/A—9,488-9,488-100%$1.7M———
Keebeck Wealth Management
N/A—9,328-9,328-100%$1.7M———
Kayne Anderson Rudnick Investment Management LLC
N/A—9,316-9,316-100%$1.7M———
Paragon Financial Partners, Inc.
N/A—9,287-9,287-100%$1.8M———
Highview Capital Management LLC
N/A—9,125-9,125-100%$1.7M———
Leavell Investment Management, Inc.
N/A—9,114-9,114-100%$1.7M———
Capital Analysts, LLC
N/A—9,005-9,005-100%$1.6M———
Banco Santander, S.A.
N/A—8,938-8,938-100%$1.6M———
Cambient Family Office, LLC
N/A—8,935-8,935-100%$1.6M———
Holderness Investments Co
N/A—8,878-8,878-100%$1.6M———
PCM Encore, LLC
N/A—8,780-8,780-100%$1.6M———
Cambria Investment Management, L.P.
N/A—8,687-8,687-100%$1.6M———
Dover Advisors, LLC
N/A—8,676-8,676-100%$1.4M———
Qtron Investments LLC
N/A—8,596-8,596-100%$1.6M———
Shelton Capital Management
N/A—8,559-8,559-100%$1.5M———
Kovack Advisors, Inc.
N/A—8,456-8,456-100%$1.5M———
Sagewood Asset Management LP
N/A—8,381-8,381-100%$1.5M———
Hexagon Capital Partners LLC
N/A—8,303-8,303-100%$1.5M———
LRI Investments, LLC
N/A—8,210-8,210-100%$1.5M———
CVA Family Office, LLC
N/A—8,202-8,202-100%$1.5M———
Evelyn Partners Group Ltd
N/A—8,186-8,186-100%$1.5M———
Seneca House Advisors
N/A—8,174-8,174-100%$1.5M———
First Commonwealth Financial Corp
N/A—8,166-8,166-100%$1.5M———
Klingenstein Fields & Co LP
N/A—8,090-8,090-100%$1.5M———
Transamerica Financial Advisors, LLC
N/A—8,061-8,061-100%$1.5M———
Ranch Capital Advisors Inc.
N/A—8,059-8,059-100%$1.5M———
Main Street Financial Solutions, LLC
N/A—8,058-8,058-100%$1.5M———
NorthStar Asset Management LLC
N/A—8,048-8,048-100%$1.5M———
LGT Fund Management Co Ltd.
N/A—8,000-8,000-100%$1.4M———
Tocqueville Asset Management L.P.
N/A—7,979-7,979-100%$1.4M———
Element Capital Management LLC
N/A—7,900-7,900-100%$1.4M———
Infrastructure Capital Advisors, LLC
N/A—7,804-7,804-100%$1.4M———
Storen Legacy Partners, LLC
N/A—7,803-7,803-100%$1.4M———
SBI Okasan Asset Management Co.Ltd.
N/A—7,800-7,800-100%$1.4M———
NorthCoast Asset Management LLC
N/A—7,799-7,799-100%$1.4M———
Kapstone Financial Advisors LLC
N/A—7,789-7,789-100%$1.4M———
Bouchey Financial Group, Ltd.
N/A—7,746-7,746-100%$1.4M———
Naviter Wealth, LLC
N/A—7,678-7,678-100%$1.4M———
Sivia Capital Partners, LLC
N/A—7,637-7,637-100%$1.4M———
Park Place Capital Corp
N/A—7,590-7,590-100%$1.4M———
Campbell Deegan Wealth Management, LLC
N/A—7,563-7,563-100%$1.4M———
McElhenny Sheffield Capital Management, LLC
N/A—7,402-7,402-100%$1.3M———
Phillips Wealth Planners LLC
N/A—7,364-7,364-100%$1.4M———
Maimon Wealth Management Ltd.
N/A—7,252-7,252-100%$1.3M———
Regal Investment Advisors LLC
N/A—7,187-7,187-100%$1.3M———
VeraBank, N.A.
N/A—7,178-7,178-100%$1.3M———
Tranquilli Financial Advisor LLC
N/A—7,137-7,137-100%$1.3M———
Keel Point, LLC
N/A—7,128-7,128-100%$1.3M———
Orographic Financial Advisors, LLC
N/A—7,110-7,110-100%$1.3K———
SVB Wealth LLC
N/A—7,067-7,067-100%$1.3M———
Astoria Portfolio Advisors Llc.
N/A—7,035-7,035-100%$1.3M———
Capital Financial Group Inc\co\
N/A—7,018-7,018-100%$1.3M———
CSS LLC
N/A—7,010-7,010-100%$1.3M———
Shah Wealth Advisors, LLC
N/A—7,000-7,000-100%$1.3M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—6,979-6,979-100%$1.3M———
Richmond Brothers, Inc.
N/A—6,935-6,935-100%$1.3M———
TRB Wealth Management, LLC
N/A—6,918-6,918-100%$1.3M———
Capital Advisors Inc
N/A—6,913-6,913-100%$1.3M———
Buckley Wealth Management, LLC
N/A—6,877-6,877-100%$1.2M———
Alethea Capital Management, LLC
N/A—6,834-6,834-100%$1.2M———
Delta Investment Management, LLC
N/A—6,828-6,828-100%$1.2M———
FourThought Financial Partners, LLC
N/A—6,821-6,821-100%$1.2M———
Bridgewater Advisors Inc.
N/A—6,701-6,701-100%$1.3M———
CNB Bank
N/A—6,648-6,648-100%$1.2M———
Western Wealth Management, LLC
N/A—6,618-6,618-100%$1.2M———
Vantus Wealth LLC
N/A—6,600-6,600-100%$1.2M———
First Western Trust Bank
N/A—6,570-6,570-100%$1.2M———
J. M. Brown & Associates Inc.
N/A—6,534-6,534-100%$1.2M———
Field & Main Bank
N/A—6,515-6,515-100%$1.2M———
Defiance ETFs, LLC
N/A—6,488-6,488-100%$1.2M———
Blackstone Inc.
N/A—6,482-6,482-100%$1.2M———
Keynote Financial Services LLC
N/A—6,479-6,479-100%$1.2M———
Baader Bank Aktiengesellschaft
N/A—6,447-6,447-100%$1.2M———
Spwm Advisors LLC
N/A—6,352-6,352-100%$1.2M———
Two Sigma Securities, LLC
N/A—6,312-6,312-100%$1.1M———
Trustmark Bank Trust Department
N/A—6,302-6,302-100%$1.1M———
CacheTech Inc.
N/A—6,294-6,294-100%$1.1M———
Rothschild Wealth LLC
N/A—6,213-6,213-100%$1.1M———
Ancora Advisors LLCA
N/A—6,208-6,208-100%$1.1M———
Northwestern Mutual Investment Management Company, LLC
N/A—6,161-6,161-100%$1.1M———
Uniting Wealth Partners, LLC
N/A—6,161-6,161-100%$1.1M———
Summit Wealth Partners, LLC
N/A—6,156-6,156-100%$1.1M———
Cornerstone Advisory, LLC
N/A—6,130-6,130-100%$1.1M———
Hills Bank & Trust Co
N/A—6,130-6,130-100%$1.1M———
Ingalls & Snyder LLC
N/A—6,124-6,124-100%$1.1M———
Harris Associates L P
N/A—6,093-6,093-100%$1.1M———
SHP Wealth Management
N/A—6,084-6,084-100%$1.1M———
Paradigm Capital Management, LLC
N/A—6,081-6,081-100%$1.1M———
RBF Capital, LLC
N/A—6,000-6,000-100%$1.1M———
Kintra Wealth, LLC
N/A—5,984-5,984-100%$1.1M———
JAG Capital Management, LLC
N/A—5,951-5,951-100%$1.1M———
Brooks, Moore & Associates, Inc.
N/A—5,950-5,950-100%$1.1M———
Aspen Grove Capital, LLC
N/A—5,946-5,946-100%$1.1M———
Silver OAK Securities, Incorporated
N/A—5,922-5,922-100%$1.1M———
Jump Financial, LLC
N/A—5,909-5,909-100%$1.1M———
Walter & Keenan Wealth Management LLC
N/A—5,879-5,879-100%$1.1M———
Allred Capital Management, LLC
N/A—5,846-5,846-100%$1.1M———
Sfmg, LLC
N/A—5,836-5,836-100%$1.1M———
Marshall Financial Group, LLC
N/A—5,816-5,816-100%$1.1M———
Elgethun Capital Management
N/A—5,815-5,815-100%$1.1M———
CI Investments Inc.
N/A—5,803-5,803-100%$1.0M———
Rexford Capital Inc
N/A—5,777-5,777-100%$1.0M———
Bedel Financial Consulting, Inc.
N/A—5,765-5,765-100%$1.0M———
First National Advisers, LLC
N/A—5,754-5,754-100%$1.0M———
RFP Financial Group LLC
N/A—5,748-5,748-100%$1.0M———
Evolve Private Wealth, LLC
N/A—5,726-5,726-100%$1.0M———
Proficio Capital Partners LLC
N/A—5,720-5,720-100%$1.0M———
Delta Asset Management LLC
N/A—5,707-5,707-100%$1.0M———
Van Hulzen Asset Management, LLC
N/A—5,690-5,690-100%$1.0M———
Flow Traders U.S. LLC
N/A—5,672-5,672-100%$1.0M———
Quotient Wealth Partners, LLC
N/A—5,649-5,649-100%$1.0M———
Wallace Capital Management Inc.
N/A—5,639-5,639-100%$1.0M———
Atlanta Consulting Group Advisors, LLC
N/A—5,616-5,616-100%$1.0M———
Purkiss Capital Advisors LLC
N/A—5,602-5,602-100%$1.0M———
Susquehanna Fundamental Investments, LLC
N/A—5,600-5,600-100%$1.0M———
Centennial Bank
N/A—5,509-5,509-100%$996.6K———
Tradition Wealth Management, LLC
N/A—5,498-5,498-100%$994.7K———
Wrapmanager Inc
N/A—5,484-5,484-100%$992.2K———
West Family Investments, Inc.
N/A—5,474-5,474-100%$990.3K———
Northwest Bancshares, Inc.
N/A—5,405-5,405-100%$977.8K———
Circle Wealth Management, LLC
N/A—5,357-5,357-100%$969.1K———
Valmark Advisers, Inc.
N/A—5,353-5,353-100%$968.5K———
Navellier & Associates Inc
N/A—5,350-5,350-100%$967.9K———
Everpar Advisors LLC
N/A—5,320-5,320-100%$962.4K———
McGowan Group Asset Management, Inc.
N/A—5,316-5,316-100%$961.6K———
Davis R M Inc
N/A—5,309-5,309-100%$967.3K———
Roehl & Yi Investment Advisors, LLC
N/A—5,282-5,282-100%$955.6K———
Pitcairn Wealth Advisors LLC
N/A—5,230-5,230-100%$946.2K———
Bull Harbor Capital LLC
N/A—5,224-5,224-100%$945.1K———
Waddell & Associates, LLC
N/A—5,203-5,203-100%$941.3K———
Emissary Wealth LLC
N/A—5,178-5,178-100%$936.8K———
Fund Advisors of America Inc
N/A—5,175-5,175-100%$936.2K———
MJP Associates Inc
N/A—5,118-5,118-100%$925.9K———
PCB Capital LLC
N/A—5,086-5,086-100%$920.0K———
Cladis Investment Advisory, LLC
N/A—5,009-5,009-100%$906.2K———
Reaves W H & Co Inc
N/A—5,000-5,000-100%$904.6K———
L2 Asset Management, LLC
N/A—4,987-4,987-100%$903.4K———
Hilltop Partners LLC
N/A—4,948-4,948-100%$895.1K———
Noble Wealth Partners LLC
N/A—4,920-4,920-100%$890.1K———
US Asset Management LLC
N/A—4,895-4,895-100%$885.6K———
Range Advisory, LLC
N/A—4,892-4,892-100%$885.0K———
Chilton Investment Co Inc.
N/A—4,857-4,857-100%$878.7K———
Optas, LLC
N/A—4,848-4,848-100%$877.1K———
Severin Investments, LLC
N/A—4,828-4,828-100%$873.4K———
Graver Capital Management, LLC
N/A—4,800-4,800-100%$868.4K———
Farmers National Bank
N/A—4,735-4,735-100%$856.6K———
FWL Investment Management, LLC
N/A—4,717-4,717-100%$853.4K———
LSV Asset Management
N/A—4,700-4,700-100%$850.0K———
Invst, LLC
N/A—4,681-4,681-100%$846.8K———
EWA, LLC
N/A—4,674-4,674-100%$845.6K———
First National Bank & Trust Co of Newtown
N/A—4,641-4,641-100%$885.6K———
Fukoku Mutual Life Insurance Co
N/A—4,636-4,636-100%$838.7K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—4,606-4,606-100%$833.2K———
Prostatis Group LLC
N/A—4,577-4,577-100%$828.1K———
Viawealth, LLC
N/A—4,561-4,561-100%$825.1K———
Sompo Asset Management Co., Ltd.
N/A—4,560-4,560-100%$824.9K———
Adalta Capital Management LLC
N/A—4,540-4,540-100%$828.0K———
OneAscent Financial Services LLC
N/A—4,530-4,530-100%$819.6K———
Berger Financial Group, Inc
N/A—4,529-4,529-100%$819.3K———
Blalock Williams, LLC
N/A—4,510-4,510-100%$816.0K———
Van Diest Capital, LLC
N/A—4,508-4,508-100%$815.5K———
Crewe Advisors LLC
N/A—4,466-4,466-100%$808.1K———
Asahi Life Asset Management Co., Ltd.
N/A—4,464-4,464-100%$807.6K———
Financial Engines Advisors L.L.C.
N/A—4,455-4,455-100%$806.0K———
GWN Securities Inc.
N/A—4,453-4,453-100%$805.6K———
Arvest Bank Trust Division
N/A—4,431-4,431-100%$801.6K———
BSW Wealth Partners
N/A—4,427-4,427-100%$800.9K———
Parvin Asset Management, LLC
N/A—4,420-4,420-100%$799.6K———
Choate Investment Advisors
N/A—4,399-4,399-100%$795.8K———
Coign Capital Advisors LLC
N/A—4,391-4,391-100%$794.4K———
Impact Partnership Wealth, LLC
N/A—4,387-4,387-100%$793.7K———
Winning Points Advisors, LLC
N/A—4,349-4,349-100%$786.8K———
Rather & Kittrell, Inc.
N/A—4,348-4,348-100%$786.7K———
Inceptionr LLC
N/A—4,345-4,345-100%$786.1K———
Per Stirling Capital Management, Llc.
N/A—4,340-4,340-100%$785.1K———
Valtrion Capital Management, LLC
N/A—4,261-4,261-100%$770.9K———
Nwam LLC
N/A—4,261-4,261-100%$770.8K———
Winthrop Partners - WNY, LLC
N/A—4,250-4,250-100%$768.9K———
Spartan Wealth Advisory Services LLC
N/A—4,241-4,241-100%$767.3K———
Cyber Hornet ETFs LLC
N/A—4,241-4,241-100%$767.2K———
Westshore Wealth, LLC
N/A—4,241-4,241-100%$767.2K———
SCS Capital Management LLC
N/A—4,227-4,227-100%$765.9K———
Guardian Wealth Advisors, LLC / NC
N/A—4,227-4,227-100%$764.7K———
Empower Advisory Group, LLC
N/A—4,219-4,219-100%$763.3K———
Quent Capital, LLC
N/A—4,214-4,214-100%$762.3K———
Diamant Asset Management, Inc.
N/A—4,200-4,200-100%$759.8K———
Blackhill Capital Inc
N/A—4,200-4,200-100%$759.8K———
Alongside, LLC
N/A—4,199-4,199-100%$759.6K———
49 Wealth Management, LLC
N/A—4,199-4,199-100%$759.6K———
HHM Wealth Advisors, LLC
N/A—4,185-4,185-100%$757.1K———
Aegis Wealth Management LLC
N/A—4,171-4,171-100%$754.6K———
SageGuard Financial Group, LLC
N/A—4,164-4,164-100%$753.3K———
Aventura Private Wealth, LLC
N/A—4,162-4,162-100%$752.9K———
Novak & Powell Financial Services, Inc.
N/A—4,139-4,139-100%$748.7K———
One Wealth Advisors, LLC
N/A—4,128-4,128-100%$746.8K———
Chesapeake Wealth Management
N/A—4,098-4,098-100%$741.4K———
Fiera Capital Corp
N/A—4,080-4,080-100%$738.1K———
Partners in Financial Planning
N/A—4,066-4,066-100%$735.6K———
Schulhoff & Co Inc
N/A—4,042-4,042-100%$731.2K———
Private Advisory Group LLC
N/A—4,035-4,035-100%$730.0K———
DV Trading LLC
N/A—4,000-4,000-100%$723.6K———
Providence Financial Advisors, LLC
N/A—4,000-4,000-100%$723.6K———
Carson Advisory Inc.
N/A—3,955-3,955-100%$715.5K———
KDT Advisors, LLC
N/A—3,954-3,954-100%$715.3K———
IAM Advisory, LLC
N/A—3,923-3,923-100%$709.6K———
F/m Investments LLC
N/A—3,922-3,922-100%$709.5K———
Ameriflex Group, Inc.
N/A—3,922-3,922-100%$709.6K———
VestGen Investment Management
N/A—3,921-3,921-100%$709.3K———
LaSalle St. Investment Advisors, LLC
N/A—3,920-3,920-100%$709.1K———
Hemenway Trust Co LLC
N/A—3,920-3,920-100%$709.2K———
Ceeto Capital Group, LLC
N/A—3,900-3,900-100%$711.0K———
FWG Holdings, LLC
N/A—3,898-3,898-100%$752.3K———
Wills Financial Group LLC
N/A—3,892-3,892-100%$704.1K———
Sargent Investment Group, LLC
N/A—3,888-3,888-100%$703.4K———
Trustco Bank Corp N Y
N/A—3,835-3,835-100%$693.8K———
Marco Investment Management LLC
N/A—3,825-3,825-100%$692.0K———
Beckerman Institutional, LLC
N/A—3,809-3,809-100%$689.1K———
Game Plan Financial Advisors, LLC
N/A—3,783-3,783-100%$684.4K———
Northstar Advisory Group, LLC
N/A—3,778-3,778-100%$683.4K———
Ritter Daniher Financial Advisory LLC / de
N/A—3,770-3,770-100%$682.0K———
ABN Amro Bank N.V.
N/A—3,750-3,750-100%$677.1K———
Widmann Financial Services, Inc.
N/A—3,727-3,727-100%$674.3K———
Adams Wealth Management
N/A—3,726-3,726-100%$674.1K———
Optimize Financial Inc.
N/A—3,724-3,724-100%$673.7K———
Sound Capital Solutions LLC
N/A—3,724-3,724-100%$673.7K———
Gallagher Fiduciary Advisors, LLC
N/A—3,687-3,687-100%$667.0K———
Chancellor Financial Group WB LP
N/A—3,671-3,671-100%$664.0K———
Horizon Investment Services, LLC
N/A—3,659-3,659-100%$662.0K———
Stonebrook Private Inc.
N/A—3,656-3,656-100%$661.4K———
GTS Securities LLC
N/A—3,656-3,656-100%$661.4K———
Greenline Partners, LLC
N/A—3,642-3,642-100%$658.9K———
TCM Advisors, LLC
N/A—3,618-3,618-100%$654.5K———
Exit Wealth Advisors, Llc.
N/A—3,609-3,609-100%$652.8K———
Resources Management Corp
N/A—3,600-3,600-100%$651.3K———
Caldwell Sutter Capital, Inc.
N/A—3,593-3,593-100%$650.0K———
German American Bancorp, Inc.
N/A—3,581-3,581-100%$647.8K———
Royal Capital Wealth Management, LLC
N/A—3,575-3,575-100%$646.7K———
Earned Wealth Advisors, LLC
N/A—3,575-3,575-100%$646.8K———
Granite Bay Wealth Management, LLC
N/A—3,568-3,568-100%$646.0K———
RiverGlades Family Offices LLC
N/A—3,560-3,560-100%$644.0K———
CFO4Life Group, LLC
N/A—3,534-3,534-100%$639.3K———
Roundview Capital LLC
N/A—3,527-3,527-100%$638.1K———
Westmount Partners, LLC
N/A—3,524-3,524-100%$637.6K———
Florida Financial Advisors, LLC
N/A—3,494-3,494-100%$632.5K———
Vermillion & White Wealth Management Group, LLC
N/A—3,480-3,480-100%$629.6K———
Marble Harbor Investment Counsel, LLC
N/A—3,443-3,443-100%$622.9K———
Sittner & Nelson, LLC
N/A—3,435-3,435-100%$621.4K———
Blue Edge Capital, LLC
N/A—3,400-3,400-100%$615.0K———
Volterra Technologies LP
N/A—3,378-3,378-100%$611.1K———
Azimuth Capital Investment Management LLC
N/A—3,375-3,375-100%$610.6K———
Odyssean, LLC
N/A—3,363-3,363-100%$608.4K———
Dividend Assets Capital, LLC
N/A—3,362-3,362-100%$608.2K———
Sharp Wealth Advisory, LLC
N/A—3,357-3,357-100%$607.3K———
Rasp Wealth Solutions, LLC
N/A—3,353-3,353-100%$606.6K———
Krane Funds Advisors LLC
N/A—3,351-3,351-100%$606.2K———
Nikulski Financial, Inc.
N/A—3,350-3,350-100%$606.8K———
Omnia Family Wealth, LLC
N/A—3,331-3,331-100%$607.5K———
Frisch Financial Group, Inc.
N/A—3,287-3,287-100%$599.6K———
Tiaa Trust, National Association
N/A—3,278-3,278-100%$593.0K———
Sovereign Financial Group, Inc.
N/A—3,269-3,269-100%$591.4K———
Okabena Investment Services Inc
N/A—3,257-3,257-100%$589.2K———
Becker Capital Management Inc
N/A—3,253-3,253-100%$593.3K———
Payne Capital Management, LLC
N/A—3,236-3,236-100%$585.4K———
Oxford Financial Group, Ltd. LLC
N/A—3,231-3,231-100%$584.5K———
Marble Wealth, LLC
N/A—3,231-3,231-100%$584.5K———
Silvant Capital Management LLC
N/A—3,212-3,212-100%$581.1K———
Wallace Advisory Group, LLC
N/A—3,202-3,202-100%$579.3K———
Meadowbrook Advisors Group, LLC
N/A—3,197-3,197-100%$578.4K———
1ST Source Bank
N/A—3,179-3,179-100%$575.1K———
Forum Finance Group S.A.
N/A—3,100-3,100-100%$453———
Chesapeake Asset Management LLC
N/A—3,094-3,094-100%$559.7K———
Basecamp Wealth Advisors LLC
N/A—3,075-3,075-100%$556.3K———
Sandro Wealth Management LLC
N/A—3,066-3,066-100%$554.7K———
Financial Advisors Network, Inc.
N/A—3,062-3,062-100%$553.9K———
New Republic Capital, LLC
N/A—3,058-3,058-100%$557.7K———
Fielder Capital Group LLC
N/A—3,056-3,056-100%$552.9K———
Oxinas Partners, LLC
N/A—3,052-3,052-100%$552.2K———
Wealthedge Investment Advisors, LLC
N/A—3,048-3,048-100%$551.5K———
CoreFirst Bank & Trust
N/A—3,041-3,041-100%$550.1K———
Baker Avenue Asset Management, LP
N/A—3,040-3,040-100%$550.0K———
Caerus Investment Advisors, LLC
N/A—3,028-3,028-100%$547.8K———
Ironwood Investment Counsel, LLC
N/A—3,013-3,013-100%$545.2K———
Manning & Napier Advisors LLC
N/A—3,010-3,010-100%$550.4K———
Sunflower Bank, N.A.
N/A—2,969-2,969-100%$537.1K———
SIH Partners, Lllp
N/A—2,969-2,969-100%$537.1K———
Northwest Quadrant Wealth Management, LLC
N/A—2,957-2,957-100%$534.9K———
Paces Ferry Wealth Advisors, LLC
N/A—2,945-2,945-100%$532.8K———
Philadelphia Investment Partners, LLC
N/A—2,924-2,924-100%$552.4K———
Lakeridge Wealth Management LLC
N/A—2,923-2,923-100%$528.9K———
Stonehage Fleming Financial Services Holdings Ltd
N/A—2,917-2,917-100%$527.7K———
West Michigan Advisors, LLC
N/A—2,913-2,913-100%$531.3K———
Constant Guidance Financial LLC
N/A—2,905-2,905-100%$525.5K———
Compass Capital Corp
N/A—2,892-2,892-100%$536.9K———
DF Dent & Co Inc
N/A—2,890-2,890-100%$522.8K———
Jackson Thornton Wealth Management, LLC
N/A—2,877-2,877-100%$520.5K———
Meramec Financial Planners, LLC
N/A—2,876-2,876-100%$562.7K———
Cofg Advisors, LLC
N/A—2,861-2,861-100%$517.6K———
PlanVest Financial, Inc
N/A—2,859-2,859-100%$517.3K———
Prosperity Bancshares Inc
N/A—2,847-2,847-100%$515.1K———
Xcelsior Advisor Partners LLC
N/A—2,846-2,846-100%$514.9K———
Clearwater Capital Advisors, LLC
N/A—2,841-2,841-100%$514.1K———
Compton Financial Group, LLC
N/A—2,837-2,837-100%$513.2K———
Brookwood Investment Group LLC
N/A—2,824-2,824-100%$511.0K———
Liberty Square Wealth Partners LLC
N/A—2,819-2,819-100%$510.0K———
Legacy Trust
N/A—2,812-2,812-100%$508.7K———
Jackson, Grant Investment Advisers, Inc.
N/A—2,804-2,804-100%$507.3K———
Stonebridge Financial Group, LLC / MO
N/A—2,795-2,795-100%$505.7K———
Perennial Investment Advisors, LLC
N/A—2,793-2,793-100%$505.4K———
Riverstone Advisors, LLC
N/A—2,793-2,793-100%$505.3K———
Affinity Investment Advisors, LLC
N/A—2,792-2,792-100%$505.1K———
Select Asset Management & Trust
N/A—2,783-2,783-100%$503.0K———
Portland Global Advisors LLC
N/A—2,757-2,757-100%$498.8K———
Cahill Financial Advisors Inc
N/A—2,747-2,747-100%$496.9K———
Schrum Private Wealth Management LLC
N/A—2,743-2,743-100%$277.9K———
Clearbridge Investments, LLC
N/A—2,741-2,741-100%$495.9K———
TFR Capital, Llc.
N/A—2,707-2,707-100%$489.7K———
Webster Bank, N. A.
N/A—2,704-2,704-100%$489.2K———
Generation Capital Management LLC
N/A—2,675-2,675-100%$483.9K———
Highland Investment Advisors LLC
N/A—2,673-2,673-100%$483.6K———
Innovative Asset Advisors Group, LLC
N/A—2,669-2,669-100%$486.8K———
LEE Johnson Capital Management, LLC
N/A—2,664-2,664-100%$482.0K———
N.E.W. Advisory Services LLC
N/A—2,643-2,643-100%$478.1K———
Alexander Labrunerie & Co., Inc.
N/A—2,642-2,642-100%$478.0K———
Wealth Management Associates, Inc.
N/A—2,634-2,634-100%$476.5K———
SGL Investment Advisors, Inc.
N/A—2,626-2,626-100%$488.4K———
Walleye Trading LLC
N/A—2,625-2,625-100%$474.9K———
Laraway Financial Advisors Inc
N/A—2,625-2,625-100%$474.9K———
Orion Capital Management LLC
N/A—2,613-2,613-100%$472.7K———
Ariadne Wealth Management, LP
N/A—2,610-2,610-100%$472.2K———
Crews Bank & Trust
N/A—2,604-2,604-100%$471.1K———
JMN Financial LLC
N/A—2,604-2,604-100%$475.3K———
Bantamac Capital, LLC
N/A—2,600-2,600-100%$470.4K———
Yukon Wealth Management, Inc.
N/A—2,590-2,590-100%$468.6K———
Steadtrust LLC
N/A—2,589-2,589-100%$468.4K———
Clarity Financial LLC
N/A—2,588-2,588-100%$468.2K———
FAS Wealth Partners, Inc.
N/A—2,578-2,578-100%$466.4K———
Institute for Wealth Management, Llc.
N/A—2,573-2,573-100%$465.4K———
Prelude Capital Management, LLC
N/A—2,569-2,569-100%$464.8K———
Pacific SUN Financial Corp
N/A—2,560-2,560-100%$466.9K———
Serenus Wealth Advisors, LLC
N/A—2,555-2,555-100%$462.2K———
Peregrine Asset Advisers, Inc.
N/A—2,553-2,553-100%$462.0K———
Mairs & Power Inc
N/A—2,537-2,537-100%$459.0K———
Laidlaw Wealth Management LLC
N/A—2,523-2,523-100%$456.4K———
Citizens Business Bank
N/A—2,506-2,506-100%$453.4K———
Highlander Partners, L.P.
N/A—2,500-2,500-100%$452.3K———
Strait & Sound Wealth Management LLC
N/A—2,498-2,498-100%$451.9K———
Pine Harbor Wealth Management, LLC
N/A—2,490-2,490-100%$450.5K———
Wealthspire Retirement, LLC
N/A—2,459-2,459-100%$444.9K———
MTM Financial Group, LLC
N/A—2,454-2,454-100%$443.9K———
Northstar Group, Inc.
N/A—2,449-2,449-100%$443.0K———
Core Alternative Capital
N/A—2,436-2,436-100%$440.7K———
Swiss RE LTD
N/A—2,428-2,428-100%$439.2K———
BlackDiamond Wealth Management, LLC
N/A—2,427-2,427-100%$451.5K———
Alpha Zero LLC
N/A—2,424-2,424-100%$460.2K———
Wellspring Financial Advisors, LLC
N/A—2,421-2,421-100%$438.3K———
Bard Associates Inc
N/A—2,397-2,397-100%$437.2K———
ST Germain D J Co Inc
N/A—2,387-2,387-100%$431.8K———
Verition Fund Management LLC
N/A—2,378-2,378-100%$430.2K———
Bravera Wealth
N/A—2,376-2,376-100%$429.8K———
Heritage Trust Co
N/A—2,364-2,364-100%$427.7K———
Magnolia Private Wealth, LLC
N/A—2,361-2,361-100%$427.1K———
Nicholson Meyer Capital Management, Inc.
N/A—2,360-2,360-100%$426.9K———
Muirfield Wealth Advisors LLC
N/A—2,360-2,360-100%$427.0K———
Elite Financial, Inc.
N/A—2,348-2,348-100%$428.0K———
Kelman-Lazarov, Inc.
N/A—2,340-2,340-100%$423.3K———
Bank of the Bluegrass & Trust Co.
N/A—2,332-2,332-100%$445.0K———
Atalanta Sosnoff Capital, LLC
N/A—2,331-2,331-100%$421.7K———
Lifeworks Advisors, LLC
N/A—2,327-2,327-100%$420.9K———
Warner Financial, Inc
N/A—2,326-2,326-100%$420.8K———
Reliant Investment Partners, LLC
N/A—2,313-2,313-100%$418.4K———
Financial Strategies Group, Inc.
N/A—2,302-2,302-100%$432.9K———
Osprey Private Wealth LLC
N/A—2,300-2,300-100%$416.1K———
Dean Investment Associates, LLC
N/A—2,260-2,260-100%$408.9K———
Harbor Advisory Corp
N/A—2,249-2,249-100%$406.9K———
Family Manage LLC
N/A—2,234-2,234-100%$404.2K———
Meridian Wealth Partners, LLC
N/A—2,233-2,233-100%$404.0K———
Elk River Wealth Management LLC
N/A—2,217-2,217-100%$404.3K———
Pgim Custom Harvest LLC
N/A—2,214-2,214-100%$400.6K———
Twin Tree Management, LP
N/A—2,207-2,207-100%$399.3K———
Sand Hill Global Advisors, LLC
N/A—2,194-2,194-100%$396.9K———
Daybright Advisory Services, Inc.
N/A—2,194-2,194-100%$418.6K———
Clare Market Investments LLC
N/A—2,193-2,193-100%$396.8K———
Wick Capital Partners, LLC
N/A—2,177-2,177-100%$393.8K———
Lavaca Capital LLC
N/A—2,170-2,170-100%$392.6K———
McLean Asset Management Corp
N/A—2,161-2,161-100%$412.4K———
Toews Corp
N/A—2,159-2,159-100%$390.6K———
Wayfinding Financial, LLC
N/A—2,119-2,119-100%$386.0K———
Flatrock Wealth Partners LLC
N/A—2,100-2,100-100%$383.1K———
Catalyst Funds Management Pty Ltd
N/A—2,100-2,100-100%$379.9K———
Annis Gardner Whiting Capital Advisors, LLC
N/A—2,089-2,089-100%$380.3K———
JT Stratford LLC
N/A—2,082-2,082-100%$376.7K———
Basepoint Wealth LLC
N/A—2,073-2,073-100%$375.1K———
Bragg Financial Advisors, Inc
N/A—2,059-2,059-100%$372.5K———
Loomis Sayles & Co L P
N/A—2,035-2,035-100%$368.2K———
Fiduciary Financial Advisors
N/A—2,027-2,027-100%$365.4K———
Passive Capital Management, Llc.
N/A—2,021-2,021-100%$324.2K———
Atlas Legacy Advisors, LLC
N/A—2,009-2,009-100%$357.3K———
LMR Partners LLP
N/A—2,005-2,005-100%$362.7K———
Laffer Tengler Investments, Inc.
N/A—2,004-2,004-100%$362.5K———
Dearborn Partners LLC
N/A—2,000-2,000-100%$361.8K———
Legacy Wealth Advisors, LLC
N/A—1,988-1,988-100%$359.7K———
Ducere Wealth Management LLC
N/A—1,982-1,982-100%$358.6K———
Barr E S & Co
N/A—1,980-1,980-100%$358.2K———
Gentry Private Wealth, LLC
N/A—1,978-1,978-100%$357.8K———
Cannon Wealth Management Services, LLC
N/A—1,971-1,971-100%$356.6K———
Tilson Financial Group, Inc.
N/A—1,967-1,967-100%$355.9K———
Capital Investment Management, Inc.
N/A—1,961-1,961-100%$354.8K———
Cloud Capital Management, LLC
N/A—1,956-1,956-100%$356.0K———
Atlas Capital Advisors Inc.
N/A—1,950-1,950-100%$352.8K———
American Trust
N/A—1,950-1,950-100%$352.8K———
Pointe Capital Management LLC
N/A—1,948-1,948-100%$352.4K———
Fortis Group Advisors, LLC
N/A—1,942-1,942-100%$351.4K———
Forge Financial Services LLC
N/A—1,910-1,910-100%$345.6K———
Liberty Wealth Management LLC
N/A—1,904-1,904-100%$314.9K———
Lumbard & Kellner, LLC
N/A—1,900-1,900-100%$343.7K———
Stonebridge Financial Group, LLC
N/A—1,890-1,890-100%$344.0K———
Maxele Advisors, LLC
N/A—1,870-1,870-100%$338.3K———
Greenwich Wealth Management LLC
N/A—1,865-1,865-100%$337.0K———
Ponta Wealth Partners, LLC
N/A—1,862-1,862-100%$336.9K———
Texas Capital Bank Wealth Management Services Inc
N/A—1,848-1,848-100%$334.3K———
Cercano Management LLC
N/A—1,847-1,847-100%$334.1K———
Community Bank, N.A.
N/A—1,839-1,839-100%$332.7K———
Colonial Trust Advisors
N/A—1,839-1,839-100%$332.7K———
First Financial Bankshares Inc
N/A—1,837-1,837-100%$332.3K———
Werba Rubin Papier Wealth Management
N/A—1,829-1,829-100%$330.9K———
Aristotle Capital Management, LLC
N/A—1,828-1,828-100%$330.7K———
Seeds Investor LLC
N/A—1,824-1,824-100%$329.9K———
Orion Investment Co
N/A—1,821-1,821-100%$329.4K———
DRW Securities, LLC
N/A—1,819-1,819-100%$328.9K———
Bank of Nova Scotia Trust Co
N/A—1,819-1,819-100%$329.1K———
Permanens Capital L.P.
N/A—1,814-1,814-100%$330.8K———
Ethos Financial Group, LLC
N/A—1,813-1,813-100%$359.7K———
Meridian Wealth Advisors, LLC
N/A—1,809-1,809-100%$327.3K———
Birchcreek Wealth Management, LLC
N/A—1,789-1,789-100%$323.6K———
Wealthquest Corp
N/A—1,788-1,788-100%$323.5K———
Garden State Investment Advisory Services LLC
N/A—1,778-1,778-100%$322.4K———
Medallion Wealth Advisors, LLC
N/A—1,774-1,774-100%$321.0K———
Wall Street Financial Group, Inc.
N/A—1,773-1,773-100%$320.8K———
Concorde Asset Management, LLC
N/A—1,763-1,763-100%$321.5K———
Semper Augustus Investments Group LLC
N/A—1,762-1,762-100%$318.8K———
IKE Capital, LLC
N/A—1,761-1,761-100%$318.4K———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—1,760-1,760-100%$318.4K———
Boreal Capital Management LLC
N/A—1,749-1,749-100%$319.0K———
M3 Advisory Group, LLC
N/A—1,739-1,739-100%$314.6K———
AdvisorShares Investments LLC
N/A—1,726-1,726-100%$312.3K———
New World Advisors LLC
N/A—1,710-1,710-100%$309.4K———
Parsonex Advisory Services, Inc.
N/A—1,700-1,700-100%$307.9K———
Inspire Advisors, LLC
N/A—1,700-1,700-100%$306.6K———
Caitlin John, LLC
N/A—1,697-1,697-100%$307.0K———
AlphaGrep UK Ltd
N/A—1,695-1,695-100%$306.6K———
Knightsbridge Asset Management, LLC
N/A—1,694-1,694-100%$306.5K———
Keating Financial Advisory Services, Inc.
N/A—1,682-1,682-100%$304.3K———
Navalign, LLC
N/A—1,679-1,679-100%$303.7K———
Resurgent Financial Advisors LLC
N/A—1,677-1,677-100%$303.4K———
BankPlus Trust Department
N/A—1,677-1,677-100%$303.4K———
Alteri Wealth LLC
N/A—1,673-1,673-100%$302.7K———
Keyvantage Wealth, LLC
N/A—1,672-1,672-100%$302.4K———
Tillman Hartley LLC
N/A—1,664-1,664-100%$301.0K———
Mosaic Financial Group, LLC
N/A—1,661-1,661-100%$300.0K———
Retirement Planning Group, LLC / NY
N/A—1,660-1,660-100%$302.7K———
Maridea Wealth Management LLC
N/A—1,655-1,655-100%$299.3K———
NewSquare Capital LLC
N/A—1,642-1,642-100%$297.1K———
Holistic Financial Partners
N/A—1,641-1,641-100%$296.9K———
Baron Silver Stevens Financial Advisors, LLC
N/A—1,638-1,638-100%$296.4K———
Consilio Wealth Advisors, LLC
N/A—1,632-1,632-100%$295.2K———
Bellevue Asset Management, LLC
N/A—1,630-1,630-100%$294.9K———
Calydon Capital
N/A—1,621-1,621-100%$293.3K———
Security National Bank of SO DAK
N/A—1,621-1,621-100%$293.3K———
Beacon Investment Advisors LLC
N/A—1,620-1,620-100%$293.2K———
CM Wealth Advisors LLC
N/A—1,603-1,603-100%$292.4K———
Twin Peaks Wealth Advisors, LLC
N/A—1,603-1,603-100%$289.9K———
CSM Advisors, LLC
N/A—1,600-1,600-100%$290.0K———
Retirement Income Solutions, Inc
N/A—1,597-1,597-100%$264.0K———
Abound Financial, LLC
N/A—1,597-1,597-100%$288.9K———
Eurizon SLJ Capital Ltd
N/A—1,596-1,596-100%$288.7K———
S Harris Financial Group, LLC
N/A—1,596-1,596-100%$288.8K———
Banque Cantonale Vaudoise
N/A—1,592-1,592-100%$288.0K———
Westpac Banking Corp
N/A—1,564-1,564-100%$282.9K———
BOK Financial Private Wealth, Inc.
N/A—1,557-1,557-100%$284.1K———
Northstar Financial Companies, Inc.
N/A—1,546-1,546-100%$279.8K———
Allied Private Wealth LLC
N/A—1,538-1,538-100%$287.8K———
GenTrust, LLC
N/A—1,537-1,537-100%$280.3K———
Members Trust Co
N/A—1,535-1,535-100%$277.7K———
Wescott Financial Advisory Group, LLC
N/A—1,524-1,524-100%$275.6K———
Duncan Williams Asset Management, LLC
N/A—1,522-1,522-100%$275.3K———
Concentrum Wealth Management
N/A—1,521-1,521-100%$275.2K———
Goldstone Financial Group, LLC
N/A—1,520-1,520-100%$274.9K———
C M Bidwell & Associates LTD
N/A—1,520-1,520-100%$275.0K———
Argent Advisors, Inc.
N/A—1,515-1,515-100%$274.1K———
Trinity Legacy Partners, LLC
N/A—1,511-1,511-100%$286.9K———
Elm Partners Management LLC
N/A—1,510-1,510-100%$273.1K———
V2 Financial group LLC
N/A—1,508-1,508-100%$272.9K———
Alta Wealth Advisors LLC
N/A—1,502-1,502-100%$271.7K———
Rodgers Brothers Inc.
N/A—1,500-1,500-100%$271.4K———
Edmond de Rothschild Holding S.A.
N/A—1,500-1,500-100%$271.4K———
HFR Wealth Management, LLC
N/A—1,478-1,478-100%$267.4K———
Penserra Capital Management LLC
N/A—1,476-1,476-100%$243.0K———
Golden Road Advisors LLC
N/A—1,475-1,475-100%$266.8K———
Beto Financial Group, LLC
N/A—1,467-1,467-100%$282.7K———
Forefront Analytics, LLC
N/A—1,463-1,463-100%$264.6K———
Whetstone Capital Advisors, LLC
N/A—1,461-1,461-100%$264.3K———
Peak Asset Management, LLC
N/A—1,461-1,461-100%$264.3K———
Money Concepts Capital Corp
N/A—1,454-1,454-100%$263.1K———
Bruce G. Allen Investments, LLC
N/A—1,451-1,451-100%$262.5K———
Strategic Investment Solutions, Inc.
N/A—1,450-1,450-100%$262.3K———
GKV Capital Management Co., Inc.
N/A—1,450-1,450-100%$262.3K———
Tortoise Investment Management, LLC
N/A—1,441-1,441-100%$260.8K———
Stembrook Asset Management, LLC
N/A—1,426-1,426-100%$258.0K———
Second Line Capital, LLC
N/A—1,426-1,426-100%$260.1K———
Faithward Advisors, LLC
N/A—1,424-1,424-100%$257.6K———
WNY Asset Management, LLC
N/A—1,421-1,421-100%$257.1K———
Safe Harbor Family Capital, LLC
N/A—1,421-1,421-100%$257.1K———
Gross & Hartman Investments LLC
N/A—1,421-1,421-100%$257.1K———
Madison Wealth Partners, Inc
N/A—1,417-1,417-100%$256.3K———
Twin Capital Management Inc
N/A—1,411-1,411-100%$255.3K———
Morris Financial Concepts, Inc.
N/A—1,411-1,411-100%$255.3K———
1015 Capital Partners, LLC
N/A—1,408-1,408-100%$254.7K———
Empirical Asset Management, LLC
N/A—1,406-1,406-100%$254.4K———
Alpha Financial Advisors, LLC
N/A—1,404-1,404-100%$254.0K———
Safeguard Investment Advisory Group, LLC
N/A—1,398-1,398-100%$252.9K———
Resolute Advisors LLC
N/A—1,394-1,394-100%$254.2K———
Madison Asset Management, LLC
N/A—1,393-1,393-100%$252.0K———
Falcon Wealth Planning
N/A—1,386-1,386-100%$250.7K———
Nelson Capital Management, LLC
N/A—1,384-1,384-100%$250.4K———
Sandy Cove Advisors, LLC
N/A—1,382-1,382-100%$250.1K———
Pring Turner Capital Group Inc
N/A—1,370-1,370-100%$257.6K———
Foster & Motley Inc
N/A—1,366-1,366-100%$247.0K———
Sovereign Investment Advisors, LLC
N/A—1,350-1,350-100%$246.2K———
Oxbow Advisors, LLC
N/A—1,346-1,346-100%$243.5K———
Fortis Capital Advisors, LLC
N/A—1,346-1,346-100%$243.7K———
Arkos Global Advisors
N/A—1,346-1,346-100%$244.0K———
Tudor Financial Inc.
N/A—1,344-1,344-100%$243.2K———
Westend Capital Management, LLC
N/A—1,342-1,342-100%$242.8K———
Alesco Advisors, LLC, An ESL Co
N/A—1,339-1,339-100%$242.2K———
Summitry LLC
N/A—1,339-1,339-100%$242.2K———
Atlantic Family Wealth, LLC
N/A—1,338-1,338-100%$242.1K———
Entelevest, LLC
N/A—1,329-1,329-100%$240.5K———
Advance Capital Management, Inc.
N/A—1,326-1,326-100%$239.9K———
TPG Financial Advisors, LLC
N/A—1,326-1,326-100%$239.9K———
Leith Wheeler Investment Counsel Ltd.
N/A—1,321-1,321-100%$239.0K———
Cascade Financial Partners, LLC
N/A—1,318-1,318-100%$238.4K———
Sterneck Capital Management, LLC
N/A—1,316-1,316-100%$238.1K———
SlateStone Wealth, LLC
N/A—1,308-1,308-100%$237.0K———
Parkwoods Wealth Partners, LLC
N/A—1,303-1,303-100%$235.7K———
Coastwise Capital Group, LLC
N/A—1,302-1,302-100%$235.5K———
Hutchinson Capital Management
N/A—1,301-1,301-100%$235.4K———
Aspire Capital Advisors LLC
N/A—1,298-1,298-100%$234.8K———
Fort Sheridan Advisors LLC
N/A—1,297-1,297-100%$234.6K———
Rollins Financial Advisors, LLC
N/A—1,278-1,278-100%$231.2K———
United Bank
N/A—1,277-1,277-100%$231.0K———
UP Strategic Wealth Investment Advisors LLC
N/A—1,273-1,273-100%$240.5K———
Axis Wealth Partners, LLC
N/A—1,270-1,270-100%$229.7K———
Providence Capital Advisors, LLC
N/A—1,270-1,270-100%$229.8K———
CCG Wealth Management, LLC
N/A—1,267-1,267-100%$231.0K———
Roble, Belko & Company, Inc
N/A—1,266-1,266-100%$229.0K———
Ballast Advisors LLC
N/A—1,266-1,266-100%$229.0K———
Lbmc Investment Advisors, LLC
N/A—1,265-1,265-100%$228.8K———
Bernicke Wealth Management, Ltd.
N/A—1,261-1,261-100%$228.1K———
Investment Advisory Group, LLC
N/A—1,260-1,260-100%$227.9K———
Oversea-Chinese Banking Corp Ltd
N/A—1,247-1,247-100%$225.6K———
Magnolia Capital Advisors LLC
N/A—1,244-1,244-100%$225.1K———
Legacy Edge Advisors, LLC
N/A—1,242-1,242-100%$224.7K———
Strathmore Capital Advisors, Inc.
N/A—1,230-1,230-100%$231.4K———
Wealth Advisors of Iowa, LLC
N/A—1,213-1,213-100%$219.4K———
Mokan Wealth Management Inc.
N/A—1,211-1,211-100%$218.7K———
Jasper Ridge Partners, L.P.
N/A—1,205-1,205-100%$218.0K———
Truvestments Capital LLC
N/A—1,200-1,200-100%$217.1K———
Next Capital Management LLC
N/A—1,191-1,191-100%$215.5K———
FCA Corp
N/A—1,179-1,179-100%$213.3K———
Wealth Watch Advisors, Inc
N/A—1,178-1,178-100%$213.1K———
Bolthouse Investments, LLC
N/A—1,177-1,177-100%$212.9K———
PIN OAK Investment Advisors Inc
N/A—1,176-1,176-100%$213.0K———
JPL Wealth Management, LLC
N/A—1,171-1,171-100%$211.8K———
Good Steward Wealth Advisors,LLC
N/A—1,167-1,167-100%$211.1K———
Glen Eagle Advisors, LLC
N/A—1,161-1,161-100%$210.0K———
Carl P. Sherr & Co., LLC
N/A—1,153-1,153-100%$208.6K———
Lafayette Investments, Inc.
N/A—1,152-1,152-100%$208.4K———
Mosaic Advisors LLC
N/A—1,150-1,150-100%$208.0K———
Storgate, LLC
N/A—1,144-1,144-100%$207.0K———
FreeGulliver LLC
N/A—1,133-1,133-100%$205.0K———
Patron Partners, LLC
N/A—1,133-1,133-100%$205.0K———
Systematic Alpha Investments, LLC
N/A—1,126-1,126-100%$203.7K———
Novare Capital Management LLC
N/A—1,125-1,125-100%$203.5K———
Seven Springs Wealth Group, LLC
N/A—1,123-1,123-100%$203.2K———
Melfa Wealth Management, Inc.
N/A—1,119-1,119-100%$202.4K———
Rockbridge Investment Management, LCC
N/A—1,113-1,113-100%$201.4K———
Peak Retirement Planning, Inc.
N/A—1,111-1,111-100%$201.0K———
Panoramic Capital Partners, LLC
N/A—1,111-1,111-100%$201.0K———
Warner Group LLC
N/A—1,110-1,110-100%$200.8K———
Motco
N/A—1,065-1,065-100%$192.7K———
Regatta Research & Money Management
N/A—1,054-1,054-100%$190.1K———
S&T Bank
N/A—1,032-1,032-100%$186.7K———
Qvidtvm Management LLC
N/A—1,026-1,026-100%$185.6K———
Copia Wealth Management
N/A—996-996-100%$180.2K———
VSM Wealth Advisory, LLC
N/A—981-981-100%$177.5K———
Beaird Harris Wealth Management, LLC
N/A—959-959-100%$173.5K———
JTC Employer Solutions Trustee Ltd
N/A—944-944-100%$170.0K———
ESL Trust Services, LLC
N/A—900-900-100%$162.8K———
Synergy Investment Management, LLC
N/A—899-899-100%$174.2K———
TD Capital Management LLC
N/A—849-849-100%$153.6K———
Greykasell Wealth Strategies, Inc.
N/A—844-844-100%$152.7K———
Financial Life Planners
N/A—840-840-100%$152.0K———
Cascades Capital Asset Management, LLC
N/A—830-830-100%$150.2K———
Walsh & Associates, LLC
N/A—767-767-100%$138.8K———
Miller Capital Partners, Inc.
N/A—755-755-100%$136.6K———
Harvest Fund Management Co., Ltd
N/A—749-749-100%$135.0K———
Mcguire Capital Advisors Inc
N/A—708-708-100%$128.1K———
Steigerwald, Gordon & Koch Inc.
N/A—685-685-100%$123.9K———
Tradewinds, Llc.
N/A—673-673-100%$1.4M———
Dunhill Financial, LLC
N/A—669-669-100%$121.0K———
Marshall Investment Management, LLC
N/A—648-648-100%$117.2K———
Proffitt & Goodson Inc
N/A—637-637-100%$115.2K———
Investors Portfolio Services LLC
N/A—633-633-100%$114.6K———
Frazier Financial Advisors, LLC
N/A—602-602-100%$108.9K———
Kemnay Advisory Services Inc.
N/A—585-585-100%$105.8K———
Leo H. Evart, Inc.
N/A—577-577-100%$104.4K———
Fourth Dimension Wealth, LLC
N/A—576-576-100%$104.2K———
Millstone Evans Group, LLC
N/A—565-565-100%$102.2K———
Vision Retirement, LLC
N/A—551-551-100%$99.7K———
Avalon Trust Co
N/A—539-539-100%$97.5K———
Morse Asset Management, Inc
N/A—513-513-100%$92.8K———
E Fund Management (Hong Kong) Co., Ltd.
N/A—478-478-100%$86.5K———
Tanglewood Legacy Advisors, LLC
N/A—462-462-100%$83.6K———
Darwin Wealth Management, LLC
N/A—462-462-100%$83.8K———
Addison Advisors LLC
N/A—450-450-100%$81.4K———
Sachetta, LLC
N/A—445-445-100%$80.6K———
Prestige Wealth Management Group LLC
N/A—444-444-100%$81.0K———
Rialto Wealth Management, LLC
N/A—439-439-100%$79.5K———
Tacita Capital Inc
N/A—418-418-100%$75.6K———
Knuff & Co LLC
N/A—400-400-100%$72.4K———
Wellington Grp LLC
N/A—396-396-100%$65.5K———
Quarry LP
N/A—380-380-100%$68.7K———
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
N/A—377-377-100%$68.2K———
WealthCollab, LLC
N/A—371-371-100%$67.1K———
Osterweis Capital Management Inc
N/A—357-357-100%$64.6K———
Delos Wealth Advisors, LLC
N/A—351-351-100%$63.5K———
Winch Advisory Services, LLC
N/A—339-339-100%$61.3K———
Pinney & Scofield, Inc.
N/A—330-330-100%$59.7K———
Boyd Watterson Asset Management LLC
N/A—312-312-100%$56.4K———
McMillan Office, Inc.
N/A—310-310-100%$56.1K———
South Plains Financial, Inc.
N/A—309-309-100%$55.9K———
Security National Bank of Sioux City Iowa
N/A—302-302-100%$54.6K———
Chelsea Counsel Co
N/A—300-300-100%$54.7K———
Measured Wealth Private Client Group, LLC
N/A—297-297-100%$53.7K———
Tidemark, LLC
N/A—286-286-100%$51.8K———
Westfuller Advisors, LLC
N/A—274-274-100%$50.0K———
Dogwood Wealth Management LLC
N/A—247-247-100%$44.7K———
Clearstead Trust, LLC
N/A—246-246-100%$44.5K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—238-238-100%$43.2K———
1 North Wealth Services LLC
N/A—220-220-100%$39.8K———
Wellington-Altus USA Inc.
N/A—211-211-100%$34.9K———
Napier Financial, LLC
N/A—204-204-100%$36.8K———
Meeder Asset Management Inc
N/A—203-203-100%$36.7K———
Kilter Group LLC
N/A—194-194-100%$35.1K———
Kelly Lawrence W & Associates Inc
N/A—190-190-100%$34.4K———
Estabrook Capital Management
N/A—185-185-100%$33.5K———
Mark Sheptoff Financial Planning, LLC
N/A—148-148-100%$26.8K———
Nova Wealth Management, Inc.
N/A—140-140-100%$25.3K———
Cbiz Investment Advisory Services, LLC
N/A—134-134-100%$22.2K———
Ogorek Anthony Joseph
N/A—105-105-100%$18———
IMA Advisory Services, Inc.
N/A—105-105-100%$19.2K———
Graney & King, LLC
N/A—102-102-100%$18.4K———
Aberdeen Wealth Management LLC
N/A—100-100-100%$18.1K———
Investment Counsel Co of Nevada
N/A—100-100-100%$18.1K———
Seneschal Advisors, LLC
N/A—100-100-100%$18.1K———
JDM Financial Group LLC
N/A—95-95-100%$17.2K———
Virtus Advisers, LLC
N/A—93-93-100%$16.8K———
HFM Investment Advisors, LLC
N/A—89-89-100%$16.1K———
Nalls Sherbakoff Group, LLC
N/A—82-82-100%$14.8K———
Clal Insurance Enterprises Holdings Ltd
N/A—82-82-100%$15———
HighMark Wealth Management LLC
N/A—79-79-100%$14.3K———
Cetera Trust Company, N.a
N/A—72-72-100%$13.0K———
Wedbush Fund Advisers, LLC
N/A—66-66-100%$11.9K———
Atomic Invest LLC
N/A—65-65-100%$11.9K———
Aviso Financial Inc.
N/A—61-61-100%$11.0K———
Cornerstone Financial Management LLC
N/A—55-55-100%$10.0K———
Benson Wealth Management Inc
N/A—46-46-100%$8.3K———
Wiser Advisor Group LLC
N/A—46-46-100%$8.4K———
Park Square Financial Group, LLC
N/A—43-43-100%$7.8K———
Raffa Wealth Management, LLC
N/A—43-43-100%$7.8K———
IAG Wealth Partners, LLC
N/A—39-39-100%$7.1K———
Strive Financial Group,LLC
N/A—38-38-100%$6.9K———
Imprint Wealth LLC
N/A—32-32-100%$5.8K———
LGT Financial Advisors LLC
N/A—32-32-100%$5.8K———
Three Bearings Fiduciary Advisors, Inc.
N/A—30-30-100%$5.5K———
Longfellow Investment Management Co LLC
N/A—29-29-100%$5.2K———
Silicon Valley Capital Partners
N/A—27-27-100%$4.9K———
Altshuler Shaham Ltd
N/A—24-24-100%$4.3K———
Lummis Asset Management, LP
N/A—23-23-100%$4.2K———
Swisher Financial Concepts, Inc.
N/A—20-20-100%$3.6K———
Financial Gravity Companies, Inc.
N/A—19-19-100%$3.4K———
Broadwater Capital Management LLC
N/A—14-14-100%$2.5K———
Luminist Capital LLC
N/A—13-13-100%$2.4K———
Sankala Group LLC
N/A—12-12-100%$2.3K———
Palladiem, LLC
N/A—7-7-100%$1.3K———
Ross\johnson & Associates LLC
N/A—4-4-100%$724———
Evolution Advisers, Inc.
N/A—4-4-100%$0———
Cordant, Inc.
N/A—3-3-100%$494———
Osbon Capital Management LLC
N/A—3-3-100%$542———
Godfrey Financial Associates, Inc.
N/A—1-1-100%$181———
Showing 3078 of 3078 institutions