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Phillips 66 (PSX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Geode Capital Management, LLC
INCREASED
Shares11,314,964 from 11,122,010
Change+192,954 (+2%)
Value$2.9B (+$1.0B)
Filed 2026-11-06
Bank of New York Mellon Corp
DECREASED
Shares4,454,804 from 6,466,764
Change-2,011,960 (-31%)
Value$1.1B (+$44.1M)
Filed 2026-11-05
Amundi
INCREASED
Shares3,239,822 from 2,958,255
Change+281,567 (+10%)
Value$827.2M (+$327.1M)
Filed 2026-11-06
Dimensional Fund Advisors LP
INCREASED
Shares3,134,956 from 3,106,122
Change+28,834 (+1%)
Value$800.3M (+$275.1M)
Filed 2026-11-04
Deutsche Bank Ag\
DECREASED
Shares1,379,708 from 1,603,832
Change-224,124 (-14%)
Value$352.3M (+$81.1M)
Filed 2026-11-06
MacKenzie Financial Corp
DECREASED
Shares1,280,527 from 1,410,114
Change-129,587 (-9%)
Value$326.9M (+$88.6M)
Filed 2026-11-02
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares1,034,679 from 982,876
Change+51,803 (+5%)
Value$264.2M (+$98.0M)
Filed 2026-11-05
LPL Financial LLC
DECREASED
Shares857,261 from 876,262
Change-19,001 (-2%)
Value$218.9M (+$70.7M)
Filed 2026-11-06
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares829,995 from 853,719
Change-23,724 (-3%)
Value$211.9M (+$67.6M)
Filed 2026-10-29
LSV Asset Management
DECREASED
Shares746,919 from 775,649
Change-28,730 (-4%)
Value$190.7K (-$130.9M)
Filed 2026-11-06
PNC Financial Services Group, Inc.
DECREASED
Shares739,375 from 740,879
Change-1,504 (0%)
Value$188.8M (+$63.5M)
Filed 2026-11-06
Citigroup Inc
INCREASED
Shares719,003 from 626,219
Change+92,784 (+15%)
Value$183.6M (+$77.7M)
Filed 2026-11-04
Russell Investments Group, Ltd.
INCREASED
Shares680,783 from 600,166
Change+80,617 (+13%)
Value$173.5M (+$71.9M)
Filed 2026-11-06
Truist Financial Corp
DECREASED
Shares645,597 from 733,069
Change-87,472 (-12%)
Value$164.8M (+$40.9M)
Filed 2026-10-30
Amanah Holdings Trust
NEW
Shares573,065
Change+573,065
Value$146.3M
Filed 2026-10-23
Barclays PLC
DECREASED
Shares442,926 from 518,620
Change-75,694 (-15%)
Value$113.1M (+$25.4M)
Filed 2026-11-06
Bahl & Gaynor LLC
DECREASED
Shares430,631 from 448,919
Change-18,288 (-4%)
Value$109.9M (+$34.1M)
Filed 2026-11-05
Principal Financial Group Inc
DECREASED
Shares427,437 from 455,645
Change-28,208 (-6%)
Value$109.1M (+$32.1M)
Filed 2026-11-02
Creative Planning
INCREASED
Shares360,400 from 334,458
Change+25,942 (+8%)
Value$92.0M (+$35.5M)
Filed 2026-11-02
ZWJ Investment Counsel Inc
INCREASED
Shares298,505 from 294,015
Change+4,490 (+2%)
Value$76.2M (+$26.5M)
Filed 2026-10-15
Allspring Global Investments Holdings, LLC
INCREASED
Shares292,167 from 234,905
Change+57,262 (+24%)
Value$77.2M (+$36.2M)
Filed 2026-11-04
New York State Teachers Retirement System
DECREASED
Shares288,663 from 302,844
Change-14,181 (-5%)
Value$73.7K (-$51.1M)
Filed 2026-10-22
Robeco Institutional Asset Management B.V.
INCREASED
Shares276,828 from 247,606
Change+29,222 (+12%)
Value$70.7M (+$28.8M)
Filed 2026-10-20
US Bancorp \de\
DECREASED
Shares225,929 from 226,998
Change-1,069 (0%)
Value$57.7M (+$19.3M)
Filed 2026-11-05
Miller Howard Investments Inc
DECREASED
Shares216,695 from 293,135
Change-76,440 (-26%)
Value$55.3M (+$5.8M)
Filed 2026-10-26
Stack Financial Management, Inc
INCREASED
Shares215,290 from 214,827
Change+463 (+0%)
Value$55.0M (+$18.6M)
Filed 2026-11-02
Artemis Investment Management LLP
INCREASED
Shares210,381 from 161,747
Change+48,634 (+30%)
Value$53.7M (+$26.4M)
Filed 2026-10-08
Pictet Asset Management Holding SA
DECREASED
Shares205,205 from 254,580
Change-49,375 (-19%)
Value$52.4M (+$9.4M)
Filed 2026-11-03
Commonwealth Equity Services, LLC
DECREASED
Shares205,120 from 209,803
Change-4,683 (-2%)
Value$52.4M (+$16.9M)
Filed 2026-11-02
Tctc Holdings, LLC
DECREASED
Shares193,330 from 202,788
Change-9,458 (-5%)
Value$49.4M (+$15.1M)
Filed 2026-11-02
Tran Capital Management, L.P.
DECREASED
Shares186,683 from 189,102
Change-2,419 (-1%)
Value$47.7M (+$15.7M)
Filed 2026-10-19
Strs Ohio
INCREASED
Shares186,351 from 154,699
Change+31,652 (+20%)
Value$47.6M (+$21.4M)
Filed 2026-10-30
Fort Washington Investment Advisors Inc
DECREASED
Shares185,111 from 185,498
Change-387 (0%)
Value$47.3M (+$15.9M)
Filed 2026-10-15
Nisa Investment Advisors, LLC
INCREASED
Shares178,547 from 175,366
Change+3,181 (+2%)
Value$45.6M (+$15.9M)
Filed 2026-10-20
Asset Management One Co., Ltd.
INCREASED
Shares177,429 from 166,861
Change+10,568 (+6%)
Value$45.3M (+$17.1M)
Filed 2026-10-27
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares174,760 from 165,333
Change+9,427 (+6%)
Value$43.3M (+$16.1M)
Filed 2026-10-13
Nykredit A/S
INCREASED
Shares171,707 from 142,614
Change+29,093 (+20%)
Value$43.8M (+$19.7M)
Filed 2026-11-06
Assenagon Asset Management S.A.
DECREASED
Shares170,724 from 231,785
Change-61,061 (-26%)
Value$43.6M (+$4.4M)
Filed 2026-10-15
Advisory Resource Group
DECREASED
Shares168,986 from 193,572
Change-24,586 (-13%)
Value$43.1M (+$10.4M)
Filed 2026-10-26
Old Republic International Corp
DECREASED
Shares151,000 from 170,100
Change-19,100 (-11%)
Value$38.6K (+$9.7K)
Filed 2026-10-26
DekaBank Deutsche Girozentrale
DECREASED
Shares150,718 from 199,461
Change-48,743 (-24%)
Value$38.4K (+$1.6K)
Filed 2026-10-27
F&V Capital Management, LLC
DECREASED
Shares136,962 from 140,587
Change-3,625 (-3%)
Value$35.0K (-$23.7M)
Filed 2026-10-19
Adams Natural Resources Fund, Inc.
DECREASED
Shares134,875 from 141,475
Change-6,600 (-5%)
Value$34.4M (+$10.5M)
Filed 2026-10-21
Wallington Asset Management, LLC
DECREASED
Shares132,882 from 133,499
Change-617 (0%)
Value$33.9M (+$11.4M)
Filed 2026-11-04
Chickasaw Capital Management LLC
DECREASED
Shares129,559 from 294,013
Change-164,454 (-56%)
Value$33.1M (+$33.0M)
Filed 2026-10-08
State of New Jersey Common Pension Fund D
DECREASED
Shares129,216 from 130,452
Change-1,236 (-1%)
Value$33.0M (+$10.9M)
Filed 2026-11-05
Keybank National Association
DECREASED
Shares127,005 from 130,420
Change-3,415 (-3%)
Value$32.4M (+$10.4M)
Filed 2026-11-04
Swiss Life Asset Management Ltd
INCREASED
Shares122,145 from 75,839
Change+46,306 (+61%)
Value$31.2M (+$18.4M)
Filed 2026-11-03
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares120,901 from 91,421
Change+29,480 (+32%)
Value$30.9M (+$15.4M)
Filed 2026-11-03
Bokf, NA
INCREASED
Shares119,678 from 97,159
Change+22,519 (+23%)
Value$30.6M (+$14.1M)
Filed 2026-10-27
American Assets Investment Management, LLC
DECREASED
Shares115,400 from 130,800
Change-15,400 (-12%)
Value$29.5M (+$7.4M)
Filed 2026-10-30
Czech National Bank
INCREASED
Shares114,648 from 114,121
Change+527 (+0%)
Value$29.3M (+$10.0M)
Filed 2026-10-13
Kestra Private Wealth Services, LLC
DECREASED
Shares113,239 from 116,104
Change-2,865 (-2%)
Value$28.9M (+$9.3M)
Filed 2026-11-06
OFI Invest Asset Management
DECREASED
Shares113,105 from 131,728
Change-18,623 (-14%)
Value$25.7M (+$6.0M)
Filed 2026-11-06
Arizona State Retirement System
INCREASED
Shares111,419 from 111,265
Change+154 (+0%)
Value$28.4M (+$9.6M)
Filed 2026-11-03
Richard C. Young & Co., Ltd.
INCREASED
Shares110,053 from 109,824
Change+229 (+0%)
Value$28.1M (+$9.5M)
Filed 2026-11-04
CIBC Asset Management Inc
INCREASED
Shares106,973 from 94,625
Change+12,348 (+13%)
Value$27.3M (+$11.3M)
Filed 2026-11-05
Torray Investment Partners LLC
DECREASED
Shares106,820 from 117,795
Change-10,975 (-9%)
Value$27.3M (+$7.4M)
Filed 2026-10-30
Fifth Third Bancorp
DECREASED
Shares105,134 from 117,652
Change-12,518 (-11%)
Value$26.8M (+$7.0M)
Filed 2026-11-05
PensionDanmark Pensionsforsikringsaktieselskab
INCREASED
Shares104,185 from 86,229
Change+17,956 (+21%)
Value$26.6M (+$12.0M)
Filed 2026-10-19
Kestra Advisory Services, LLC
INCREASED
Shares103,970 from 96,020
Change+7,950 (+8%)
Value$26.5M (+$10.3M)
Filed 2026-11-02
OpenArc Corporate Advisory, LLC
DECREASED
Shares103,160 from 104,638
Change-1,478 (-1%)
Value$26.3M (+$8.6M)
Filed 2026-10-21
State of Michigan Retirement System
DECREASED
Shares100,212 from 102,612
Change-2,400 (-2%)
Value$25.6M (+$8.2M)
Filed 2026-10-27
Pacific Heights Asset Management LLC
UNCHANGED
Shares100,000 from 100,000
Change0 (0%)
Value$25.5M (+$8.6M)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares99,758 from 104,290
Change-4,532 (-4%)
Value$25.5K (-$17.6M)
Filed 2026-11-02
Eldred Rock Partners, LLC
INCREASED
Shares98,647 from 97,837
Change+810 (+1%)
Value$25.2M (+$8.6M)
Filed 2026-10-13
Savant Capital, LLC
INCREASED
Shares97,701 from 60,249
Change+37,452 (+62%)
Value$24.9M (+$13.7M)
Filed 2026-11-06
Arbejdsmarkedets Tillaegspension
DECREASED
Shares94,800 from 150,800
Change-56,000 (-37%)
Value$24.2M (-$1.3M)
Filed 2026-10-30
KBC Group NV
INCREASED
Shares92,324 from 41,018
Change+51,306 (+125%)
Value$23.6K (-$6.9M)
Filed 2026-10-22
IFM Investors Pty Ltd
INCREASED
Shares89,328 from 71,928
Change+17,400 (+24%)
Value$22.8M (+$10.6M)
Filed 2026-10-14
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED
Shares88,157 from 88,556
Change-399 (0%)
Value$22.5M (+$7.5M)
Filed 2026-11-03
Daymark Wealth Partners, LLC
DECREASED
Shares87,070 from 87,073
Change-3 (0%)
Value$22.2M (+$7.5M)
Filed 2026-11-04
Associated Banc-Corp
DECREASED
Shares86,331 from 96,657
Change-10,326 (-11%)
Value$22.0M (+$5.7M)
Filed 2026-10-30
Concurrent Investment Advisors, LLC
INCREASED
Shares84,738 from 79,658
Change+5,080 (+6%)
Value$21.6M (+$8.2M)
Filed 2026-10-16
Retirement Systems of Alabama
DECREASED
Shares83,678 from 84,227
Change-549 (-1%)
Value$21.4M (+$7.1M)
Filed 2026-11-04
Daiwa Securities Group Inc.
INCREASED
Shares83,248 from 82,438
Change+810 (+1%)
Value$21.3M (+$7.3M)
Filed 2026-10-29
Xponance LLC
INCREASED
Shares83,084 from 70,315
Change+12,769 (+18%)
Value$21.2M (+$9.3M)
Filed 2026-11-03
Venture Visionary Partners LLC
DECREASED
Shares81,433 from 85,433
Change-4,000 (-5%)
Value$20.8M (+$6.3M)
Filed 2026-10-07
D.A. Davidson & Co.
DECREASED
Shares79,109 from 96,251
Change-17,142 (-18%)
Value$20.2M (+$3.9M)
Filed 2026-10-28
Illinois Municipal Retirement Fund
DECREASED
Shares77,174 from 77,956
Change-782 (-1%)
Value$19.7M (+$6.5M)
Filed 2026-11-05
Neos Investment Management LLC
INCREASED
Shares75,771 from 65,327
Change+10,444 (+16%)
Value$19.3M (+$8.3M)
Filed 2026-11-04
Adell Harriman & Carpenter Inc
DECREASED
Shares74,285 from 76,160
Change-1,875 (-2%)
Value$19.0M (+$6.1M)
Filed 2026-11-02
ProShare Advisors LLC
DECREASED
Shares73,812 from 75,877
Change-2,065 (-3%)
Value$18.8M (+$6.0M)
Filed 2026-10-29
Lawson Kroeker Investment Management Inc
DECREASED
Shares72,723 from 82,799
Change-10,076 (-12%)
Value$18.6M (+$4.6M)
Filed 2026-10-22
Verity & Verity, LLC
DECREASED
Shares72,722 from 112,031
Change-39,309 (-35%)
Value$18.6M (-$372.2K)
Filed 2026-10-23
B. Metzler seel. Sohn & Co. AG
DECREASED
Shares72,148 from 75,146
Change-2,998 (-4%)
Value$18.4M (+$5.7M)
Filed 2026-10-30
Sterling Capital Management LLC
INCREASED
Shares72,026 from 69,979
Change+2,047 (+3%)
Value$18.4M (+$6.6M)
Filed 2026-10-22
Rakuten Investment Management, Inc.
INCREASED
Shares71,744 from 65,580
Change+6,164 (+9%)
Value$18.1M (+$6.7M)
Filed 2026-10-30
Calamos Advisors LLC
INCREASED
Shares69,277 from 67,875
Change+1,402 (+2%)
Value$17.7M (+$6.2M)
Filed 2026-11-02
Heritage Investors Management Corp
DECREASED
Shares67,858 from 71,343
Change-3,485 (-5%)
Value$17.3K (-$12.0M)
Filed 2026-10-29
Amalgamated Bank
DECREASED
Shares67,463 from 69,747
Change-2,284 (-3%)
Value$17.2K (-$11.8M)
Filed 2026-10-23
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares66,943 from 70,057
Change-3,114 (-4%)
Value$17.1M (+$5.2M)
Filed 2026-11-04
Allworth Financial LP
INCREASED
Shares65,346 from 23,029
Change+42,317 (+184%)
Value$11.0M (+$7.2M)
Filed 2026-11-06
Nordwand Advisors, LLC
DECREASED
Shares62,615 from 62,724
Change-109 (0%)
Value$16.0M (+$5.4M)
Filed 2026-11-05
Cypress Capital Group
INCREASED
Shares60,419 from 59,903
Change+516 (+1%)
Value$15.4M (+$5.3M)
Filed 2026-11-03
LBP AM SA
DECREASED
Shares60,262 from 60,493
Change-231 (0%)
Value$15.4M (+$5.2M)
Filed 2026-11-06
Foundation Resource Management Inc
DECREASED
Shares60,191 from 61,342
Change-1,151 (-2%)
Value$15.4M (+$5.0M)
Filed 2026-10-19
J.W. Cole Advisors, Inc.
INCREASED
Shares59,344 from 52,353
Change+6,991 (+13%)
Value$15.2M (+$6.3M)
Filed 2026-11-05
Convergence Investment Partners, LLC
INCREASED
Shares59,181 from 43,453
Change+15,728 (+36%)
Value$15.1M (+$7.8M)
Filed 2026-10-28
TD Waterhouse Canada Inc.
DECREASED
Shares58,573 from 59,533
Change-960 (-2%)
Value$15.5M (+$5.1M)
Filed 2026-10-16
Cushing Asset Management, LP dba NXG Investment Management
DECREASED
Shares58,100 from 73,100
Change-15,000 (-21%)
Value$14.8M (+$2.5M)
Filed 2026-10-26
Eurizon Capital SGR S.p.A.
DECREASED
Shares56,514 from 85,596
Change-29,082 (-34%)
Value$14.4M (-$51.6K)
Filed 2026-11-06
New York Life Investment Management LLC
DECREASED
Shares55,513 from 55,869
Change-356 (-1%)
Value$14.2M (+$4.7M)
Filed 2026-11-04
Visionary Wealth Advisors
DECREASED
Shares55,225 from 69,764
Change-14,539 (-21%)
Value$14.1M (+$2.3M)
Filed 2026-11-04
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares54,627 from 54,278
Change+349 (+1%)
Value$13.9M (+$4.8M)
Filed 2026-10-20
Royal Fund Management, LLC
INCREASED
Shares54,116 from 48,623
Change+5,493 (+11%)
Value$13.8M (+$5.6M)
Filed 2026-10-22
Telos Capital Management, Inc.
DECREASED
Shares53,176 from 55,644
Change-2,468 (-4%)
Value$13.6M (+$4.2M)
Filed 2026-11-02
Oppenheimer Asset Management Inc.
DECREASED
Shares52,604 from 96,515
Change-43,911 (-45%)
Value$13.4M (-$2.9M)
Filed 2026-10-27
HB Wealth Management, LLC
INCREASED
Shares51,552 from 41,017
Change+10,535 (+26%)
Value$13.2M (+$6.2M)
Filed 2026-10-23
Crossmark Global Holdings, Inc.
INCREASED
Shares50,632 from 22,812
Change+27,820 (+122%)
Value$12.9M (+$9.1M)
Filed 2026-10-21
UniSuper Management Pty Ltd
INCREASED
Shares50,222 from 44,722
Change+5,500 (+12%)
Value$12.8M (+$5.3M)
Filed 2026-10-26
Generali Asset Management SPA SGR
INCREASED
Shares49,692 from 48,418
Change+1,274 (+3%)
Value$12.7M (+$4.5M)
Filed 2026-10-26
Oregon Public Employees Retirement Fund
DECREASED
Shares49,057 from 49,260
Change-203 (0%)
Value$12.5M (+$4.2M)
Filed 2026-10-30
Great Lakes Advisors, LLC
DECREASED
Shares47,750 from 89,077
Change-41,327 (-46%)
Value$12.2M (-$2.9M)
Filed 2026-11-06
Ag2r LA Mondiale Gestion D'actifs
DECREASED
Shares47,658 from 58,523
Change-10,865 (-19%)
Value$12.2M (+$2.3M)
Filed 2026-10-26
Kornitzer Capital Management Inc
DECREASED
Shares47,628 from 47,977
Change-349 (-1%)
Value$12.2M (+$4.0M)
Filed 2026-11-03
Yousif Capital Management, LLC
DECREASED
Shares47,179 from 47,469
Change-290 (-1%)
Value$12.0M (+$4.0M)
Filed 2026-10-22
Hosking Partners LLP
DECREASED
Shares46,049 from 50,924
Change-4,875 (-10%)
Value$11.8M (+$3.1M)
Filed 2026-10-21
Merit Financial Group, LLC
INCREASED
Shares45,908 from 42,079
Change+3,829 (+9%)
Value$11.7M (+$4.6M)
Filed 2026-11-06
Prospera Financial Services Inc
INCREASED
Shares45,264 from 28,487
Change+16,777 (+59%)
Value$12.8M (+$8.0M)
Filed 2026-11-04
Spirit of America Management Corp
DECREASED
Shares45,136 from 45,436
Change-300 (-1%)
Value$11.5M (+$3.8M)
Filed 2026-10-14
VestGen Advisors, LLC
INCREASED
Shares44,987 from 8,037
Change+36,950 (+460%)
Value$11.5M (+$10.1M)
Filed 2026-10-27
Park Avenue Securities LLC
DECREASED
Shares44,782 from 44,794
Change-12 (0%)
Value$11.4K (-$7.6M)
Filed 2026-10-26
ARS Investment Partners, LLC
NEW
Shares44,278
Change+44,278
Value$11.3M
Filed 2026-11-05
Thrivent Financial for Lutherans
DECREASED
Shares44,265 from 47,784
Change-3,519 (-7%)
Value$11.3K (-$8.1M)
Filed 2026-11-05
Vontobel Holding Ltd.
INCREASED
Shares43,506 from 40,851
Change+2,655 (+7%)
Value$11.1M (+$4.2M)
Filed 2026-10-16
Stablepoint Partners, LLC
DECREASED
Shares43,284 from 48,662
Change-5,378 (-11%)
Value$11.1M (+$2.8M)
Filed 2026-11-03
Atlatl Advisers LLC
INCREASED
Shares42,826 from 186
Change+42,640 (+22925%)
Value$10.9M (+$10.9M)
Filed 2026-10-22
Fiera Capital Corp
NEW
Shares42,520
Change+42,520
Value$10.9M
Filed 2026-11-06
AIA Group Ltd
INCREASED
Shares42,330 from 10,252
Change+32,078 (+313%)
Value$10.8M (+$9.1M)
Filed 2026-10-30
King Luther Capital Management Corp
INCREASED
Shares41,714 from 41,070
Change+644 (+2%)
Value$10.7M (+$3.7M)
Filed 2026-11-05
ABN Amro Investment Solutions
INCREASED
Shares41,129 from 32,899
Change+8,230 (+25%)
Value$10.5M (+$4.9M)
Filed 2026-10-21
Mutual of America Capital Management LLC
DECREASED
Shares40,839 from 41,320
Change-481 (-1%)
Value$10.4M (+$3.4M)
Filed 2026-10-23
Wesbanco Bank Inc
DECREASED
Shares40,654 from 44,446
Change-3,792 (-9%)
Value$10.4M (+$2.9M)
Filed 2026-11-04
Kesler, Norman & Wride, LLC
DECREASED
Shares40,140 from 40,989
Change-849 (-2%)
Value$10.2M (+$3.3M)
Filed 2026-11-06
Level Four Advisory Services, LLC
DECREASED
Shares39,886 from 42,529
Change-2,643 (-6%)
Value$10.2M (+$3.0M)
Filed 2026-11-06
NewSquare Capital LLC
INCREASED
Shares39,688 from 38,405
Change+1,283 (+3%)
Value$10.1M (+$3.6M)
Filed 2026-11-06
Oppenheimer & Co Inc
INCREASED
Shares39,478 from 31,636
Change+7,842 (+25%)
Value$10.1M (+$4.7M)
Filed 2026-10-26
Cutler Investment Counsel LLC
DECREASED
Shares38,835 from 39,282
Change-447 (-1%)
Value$9.9M (+$3.3M)
Filed 2026-10-28
Montgomery Investment Management Inc
INCREASED
Shares38,201 from 38,200
Change+1 (0%)
Value$9.8M (+$3.3M)
Filed 2026-10-26
State of Alaska, Department of Revenue
DECREASED
Shares37,800 from 39,285
Change-1,485 (-4%)
Value$9.7K (-$6.6M)
Filed 2026-10-15
Meitav Investment House LTD
DECREASED
Shares36,852 from 47,721
Change-10,869 (-23%)
Value$9.2M (-$2.2M)
Filed 2026-10-28
Farther Finance Advisors, LLC
INCREASED
Shares36,575 from 33,699
Change+2,876 (+9%)
Value$9.3M (+$3.6M)
Filed 2026-10-08
Farmers & Merchants Investments Inc
DECREASED
Shares35,111 from 35,580
Change-469 (-1%)
Value$9.0M (+$2.9M)
Filed 2026-10-22
Natixis
NEW
Shares35,095
Change+35,095
Value$9.0M
Filed 2026-11-06
Pinkerton Wealth, LLC
DECREASED
Shares34,830 from 41,681
Change-6,851 (-16%)
Value$8.9M (+$1.3M)
Filed 2026-10-29
Community Bank & Trust, Waco, Texas
INCREASED
Shares34,791 from 33,772
Change+1,019 (+3%)
Value$8.9K (-$5.7M)
Filed 2026-10-19
Nkcfo LLC
UNCHANGED
Shares34,475 from 34,475
Change0 (0%)
Value$8.8K (-$5.8M)
Filed 2026-11-04
True Freedom Investing, LLC
DECREASED
Shares34,082 from 40,371
Change-6,289 (-16%)
Value$8.7M (+$1.3M)
Filed 2026-10-29
Hikari Power Ltd
DECREASED
Shares34,020 from 155,300
Change-121,280 (-78%)
Value$8.7K (-$26.2M)
Filed 2026-10-30
Stolper Co
DECREASED
Shares33,253 from 48,609
Change-15,356 (-32%)
Value$8.5K (+$273)
Filed 2026-10-13
Pinnacle Associates LTD
INCREASED
Shares33,100 from 33,020
Change+80 (+0%)
Value$8.5M (+$2.9M)
Filed 2026-10-20
Brady Family Wealth, LLC
DECREASED
Shares33,053 from 35,188
Change-2,135 (-6%)
Value$8.4M (+$2.5M)
Filed 2026-11-02
Salem Investment Counselors Inc
DECREASED
Shares32,939 from 44,525
Change-11,586 (-26%)
Value$8.4M (+$882.7K)
Filed 2026-10-13
Meyer Handelman Co
UNCHANGED
Shares32,672 from 32,672
Change0 (0%)
Value$8.3M (+$2.8M)
Filed 2026-10-28
Canal Insurance Co
DECREASED
Shares32,500 from 42,500
Change-10,000 (-24%)
Value$8.3K (-$7.2M)
Filed 2026-10-20
Mattern Capital Management, LLC
DECREASED
Shares32,312 from 36,899
Change-4,587 (-12%)
Value$8.2M (+$2.0M)
Filed 2026-11-02
Glass Wealth Management Co LLC
INCREASED
Shares31,747 from 30,990
Change+757 (+2%)
Value$8.1M (+$2.9M)
Filed 2026-10-28
Gateway Investment Advisers LLC
INCREASED
Shares31,604 from 21,187
Change+10,417 (+49%)
Value$8.1M (+$4.5M)
Filed 2026-10-13
Lido Advisors, LLC
DECREASED
Shares31,251 from 49,178
Change-17,927 (-36%)
Value$8.0M (-$334.7K)
Filed 2026-11-04
Intact Investment Management Inc.
NEW
Shares31,200
Change+31,200
Value$8.0M
Filed 2026-11-03
Chatham Capital Group, Inc.
DECREASED
Shares30,715 from 31,690
Change-975 (-3%)
Value$7.8M (+$2.5M)
Filed 2026-10-16
Gulf International Bank (UK) Ltd
UNCHANGED
Shares30,622 from 30,622
Change0 (0%)
Value$7.8K (-$5.2M)
Filed 2026-10-20
OP Asset Management Ltd
UNCHANGED
Shares30,581 from 30,581
Change0 (0%)
Value$7.8M (+$2.6M)
Filed 2026-11-05
Scissortail Wealth Management, LLC
INCREASED
Shares30,561 from 30,510
Change+51 (+0%)
Value$7.8M (+$2.6M)
Filed 2026-11-03
First Fiduciary Investment Counsel, Inc.
DECREASED
Shares30,257 from 54,691
Change-24,434 (-45%)
Value$7.7K (-$9.2M)
Filed 2026-10-27
Parsons Capital Management Inc
INCREASED
Shares30,213 from 29,260
Change+953 (+3%)
Value$7.7M (+$2.8M)
Filed 2026-10-28
Wedbush Securities Inc
INCREASED
Shares30,109 from 28,386
Change+1,723 (+6%)
Value$7.7K (-$4.8M)
Filed 2026-10-22
Kenora Financial, LLC
DECREASED
Shares29,970 from 31,618
Change-1,648 (-5%)
Value$7.7M (+$2.3M)
Filed 2026-10-20
Fisher Asset Management, LLC
INCREASED
Shares29,683 from 11,604
Change+18,079 (+156%)
Value$7.6M (+$5.6M)
Filed 2026-11-06
Mirador Capital Partners LP
DECREASED
Shares29,682 from 47,295
Change-17,613 (-37%)
Value$7.6M (-$417.2K)
Filed 2026-10-09
Cardinal Capital Management
INCREASED
Shares29,415 from 28,388
Change+1,027 (+4%)
Value$7.5M (+$2.7M)
Filed 2026-10-21
First American Bank
DECREASED
Shares29,281 from 29,326
Change-45 (0%)
Value$7.5M (+$2.5M)
Filed 2026-10-27
Parr Mcknight Wealth Management Group, LLC
DECREASED
Shares29,135 from 30,665
Change-1,530 (-5%)
Value$7.4M (+$2.3M)
Filed 2026-10-30
Vise Technologies, Inc.
DECREASED
Shares29,048 from 29,277
Change-229 (-1%)
Value$7.4M (+$2.5M)
Filed 2026-10-29
SevenBridge Financial Group, LLC
DECREASED
Shares28,851 from 38,451
Change-9,600 (-25%)
Value$8.4M (+$556.0K)
Filed 2026-10-26
O'Keefe Stevens Advisory, Inc.
INCREASED
Shares28,851 from 26,568
Change+2,283 (+9%)
Value$7.4M (+$2.9M)
Filed 2026-10-09
Candriam S.C.A.
INCREASED
Shares28,741 from 23,832
Change+4,909 (+21%)
Value$7.4M (+$3.3M)
Filed 2026-11-03
Machina Capital S.A.S.
NEW
Shares28,703
Change+28,703
Value$7.3M
Filed 2026-11-05
Exchange Traded Concepts, LLC
INCREASED
Shares28,551 from 9,487
Change+19,064 (+201%)
Value$7.3M (+$5.7M)
Filed 2026-10-28
Barings LLC
DECREASED
Shares28,271 from 41,977
Change-13,706 (-33%)
Value$7.2M (+$121.7K)
Filed 2026-10-22
Nations Financial Group Inc,
INCREASED
Shares28,239 from 28,087
Change+152 (+1%)
Value$7.2M (+$2.5M)
Filed 2026-11-05
Virginia Wealth Management Group, Inc.
DECREASED
Shares28,153 from 37,694
Change-9,541 (-25%)
Value$7.2M (+$815.6K)
Filed 2026-10-14
UMB Bank, n.a.
DECREASED
Shares27,922 from 28,711
Change-789 (-3%)
Value$7.1M (+$2.3M)
Filed 2026-11-06
Virginia Retirement Systems ET Al
INCREASED
Shares27,089 from 12,200
Change+14,889 (+122%)
Value$6.9M (+$4.9M)
Filed 2026-10-28
Americana Partners, LLC
INCREASED
Shares26,946 from 24,961
Change+1,985 (+8%)
Value$6.9M (+$2.7M)
Filed 2026-10-28
Y-Intercept (Hong Kong) Ltd
DECREASED
Shares26,879 from 32,400
Change-5,521 (-17%)
Value$6.9M (+$1.4M)
Filed 2026-10-16
Alpha Omega Wealth Management LLC
DECREASED
Shares26,776 from 33,114
Change-6,338 (-19%)
Value$6.8M (+$1.2M)
Filed 2026-10-23
Principle Wealth Partners LLC
INCREASED
Shares26,255 from 26,244
Change+11 (+0%)
Value$6.7M (+$2.3M)
Filed 2026-11-02
Central Trust Co
INCREASED
Shares25,572 from 24,923
Change+649 (+3%)
Value$6.5M (+$2.3M)
Filed 2026-11-05
Citizens National Bank Trust Department
DECREASED
Shares25,201 from 25,521
Change-320 (-1%)
Value$6.4M (+$2.1M)
Filed 2026-11-04
BI Asset Management Fondsmaeglerselskab A/S
INCREASED
Shares25,071 from 10,276
Change+14,795 (+144%)
Value$6.4K (-$1.7M)
Filed 2026-10-22
Praxis Investment Management Inc
UNCHANGED
Shares25,043 from 25,043
Change0 (0%)
Value$6.4K (-$4.2M)
Filed 2026-11-03
Beacon Financial Group
DECREASED
Shares24,921 from 25,598
Change-677 (-3%)
Value$6.4M (+$2.0M)
Filed 2026-10-19
Maryland State Retirement & Pension System
DECREASED
Shares24,667 from 222,129
Change-197,462 (-89%)
Value$6.3M (-$31.3M)
Filed 2026-11-05
Ellerson Group Inc
DECREASED
Shares24,507 from 26,452
Change-1,945 (-7%)
Value$6.7M (+$2.2M)
Filed 2026-11-04
RED Cedar Investment Management, LLC
DECREASED
Shares24,348 from 30,377
Change-6,029 (-20%)
Value$6.2M (+$1.1M)
Filed 2026-11-04
Rockline Wealth Management, LLC
DECREASED
Shares24,303 from 25,026
Change-723 (-3%)
Value$6.2M (+$2.0M)
Filed 2026-10-26
Brighton Jones LLC
INCREASED
Shares24,133 from 24,019
Change+114 (+0%)
Value$6.2M (+$2.1M)
Filed 2026-11-03
Compass Wealth Management LLC
DECREASED
Shares23,862 from 32,662
Change-8,800 (-27%)
Value$6.1M (+$570.7K)
Filed 2026-10-22
One Way Holdings LLC
NEW
Shares23,472
Change+23,472
Value$6.0M
Filed 2026-10-29
Unison Advisors LLC
INCREASED
Shares23,159 from 23,005
Change+154 (+1%)
Value$5.9M (+$2.0M)
Filed 2026-10-29
Alps Advisors Inc
DECREASED
Shares22,596 from 25,390
Change-2,794 (-11%)
Value$5.8M (+$1.5M)
Filed 2026-11-03
Oak Thistle LLC
INCREASED
Shares22,236 from 13,979
Change+8,257 (+59%)
Value$5.7M (+$3.3M)
Filed 2026-10-21
Choreo, LLC
DECREASED
Shares21,868 from 22,990
Change-1,122 (-5%)
Value$5.6M (+$1.7M)
Filed 2026-10-28
Chicago Partners Investment Group LLC
INCREASED
Shares21,572 from 19,950
Change+1,622 (+8%)
Value$6.1M (+$2.0M)
Filed 2026-10-27
Davenport & Co LLC
DECREASED
Shares21,531 from 21,915
Change-384 (-2%)
Value$5.5M (+$1.8M)
Filed 2026-10-14
Baxter Bros Inc
DECREASED
Shares21,424 from 22,439
Change-1,015 (-5%)
Value$5.5M (+$1.7M)
Filed 2026-11-04
Hartford Investment Management Co
DECREASED
Shares21,324 from 22,129
Change-805 (-4%)
Value$5.4M (+$1.7M)
Filed 2026-11-04
Tokio Marine Asset Management Co LTD
INCREASED
Shares21,079 from 20,764
Change+315 (+2%)
Value$5.4M (+$1.9M)
Filed 2026-10-26
Viking Fund Management LLC
DECREASED
Shares21,000 from 85,000
Change-64,000 (-75%)
Value$5.4M (-$9.0M)
Filed 2026-10-14
Somerset Trust Co
DECREASED
Shares20,982 from 21,301
Change-319 (-1%)
Value$5.4M (+$1.8M)
Filed 2026-10-13
Equitable Trust Co
DECREASED
Shares20,955 from 22,145
Change-1,190 (-5%)
Value$5.4M (+$1.6M)
Filed 2026-10-13
NorthCrest Asset Manangement, LLC
INCREASED
Shares20,862 from 20,800
Change+62 (+0%)
Value$5.9M (+$1.9M)
Filed 2026-10-13
Mitchell & Pahl Private Wealth, LLC
DECREASED
Shares20,797 from 21,010
Change-213 (-1%)
Value$5.3M (+$1.8M)
Filed 2026-10-14
Community Bank, N.A.
DECREASED
Shares20,669 from 21,311
Change-642 (-3%)
Value$5.3M (+$1.7M)
Filed 2026-11-06
Diversified Trust Co
INCREASED
Shares20,533 from 18,408
Change+2,125 (+12%)
Value$5.2M (+$2.1M)
Filed 2026-11-06
Argyle Capital Management, LLC
UNCHANGED
Shares20,517 from 20,517
Change0 (0%)
Value$5.2M (+$1.8M)
Filed 2026-10-28
Midwest Trust Co
INCREASED
Shares20,440 from 19,876
Change+564 (+3%)
Value$5.2M (+$1.9M)
Filed 2026-10-22
Citizens Financial Group Inc
INCREASED
Shares20,229 from 12,693
Change+7,536 (+59%)
Value$5.2M (+$3.0M)
Filed 2026-10-23
City Holding Co
INCREASED
Shares20,161 from 19,351
Change+810 (+4%)
Value$5.1M (+$1.9M)
Filed 2026-10-19
New Mexico Educational Retirement Board
UNCHANGED
Shares20,128 from 20,128
Change0 (0%)
Value$5.1K (-$3.4M)
Filed 2026-11-05
Caldwell Trust Co
INCREASED
Shares20,121 from 18,852
Change+1,269 (+7%)
Value$5.1M (+$2.0M)
Filed 2026-10-30
AlphaCore Capital LLC
INCREASED
Shares19,936 from 17,816
Change+2,120 (+12%)
Value$5.1M (+$2.1M)
Filed 2026-11-04
Sowell Financial Services LLC
INCREASED
Shares19,848 from 19,421
Change+427 (+2%)
Value$5.1M (+$1.8M)
Filed 2026-10-23
Ferguson Wellman Capital Management, Inc
DECREASED
Shares19,686 from 19,742
Change-56 (0%)
Value$5.0M (+$1.7M)
Filed 2026-10-05
Louisiana State Employees Retirement System
DECREASED
Shares19,600 from 20,500
Change-900 (-4%)
Value$5.0M (+$1.5M)
Filed 2026-10-20
Atria Investments, Inc
INCREASED
Shares19,285 from 19,061
Change+224 (+1%)
Value$4.9M (+$1.7M)
Filed 2026-10-15
First Nebraska Trust Co
DECREASED
Shares19,229 from 19,782
Change-553 (-3%)
Value$4.9M (+$1.6M)
Filed 2026-10-30
GC Wealth Management RIA, LLC
INCREASED
Shares18,996 from 18,801
Change+195 (+1%)
Value$4.8M (+$1.7M)
Filed 2026-11-02
GF Fund Management Co. Ltd.
DECREASED
Shares18,946 from 31,898
Change-12,952 (-41%)
Value$4.8M (-$555.3K)
Filed 2026-10-26
Prime Capital Investment Advisors, LLC
DECREASED
Shares18,906 from 19,009
Change-103 (-1%)
Value$4.8M (+$1.6M)
Filed 2026-10-20
Ethic Inc.
INCREASED
Shares18,616 from 17,736
Change+880 (+5%)
Value$4.8M (+$1.8M)
Filed 2026-11-03
Carnegie Investment Counsel
DECREASED
Shares18,609 from 29,270
Change-10,661 (-36%)
Value$4.8M (-$197.0K)
Filed 2026-10-20
Gamma Investing LLC
INCREASED
Shares18,535 from 17,206
Change+1,329 (+8%)
Value$4.7M (+$1.8M)
Filed 2026-10-08
Mcdonald Partners LLC
DECREASED
Shares17,773 from 18,065
Change-292 (-2%)
Value$4.5M (+$1.5M)
Filed 2026-11-03
Cullen T Bankers, Inc.
DECREASED
Shares17,739 from 19,213
Change-1,474 (-8%)
Value$4.5M (+$1.3M)
Filed 2026-10-28
Apollon Wealth Management, LLC
DECREASED
Shares17,644 from 17,760
Change-116 (-1%)
Value$4.5M (+$1.5M)
Filed 2026-10-23
Argonautica Private Wealth Management, Inc
DECREASED
Shares17,257 from 17,433
Change-176 (-1%)
Value$4.4M (+$1.5M)
Filed 2026-11-02
Koshinski Asset Management, Inc.
DECREASED
Shares17,018 from 17,066
Change-48 (0%)
Value$4.3M (+$1.5M)
Filed 2026-10-29
Clifford Swan Investment Counsel LLC
DECREASED
Shares16,965 from 17,152
Change-187 (-1%)
Value$4.3M (+$1.4M)
Filed 2026-11-05
Elevation Point Wealth Partners, LLC
INCREASED
Shares16,889 from 15,699
Change+1,190 (+8%)
Value$4.3M (+$1.7M)
Filed 2026-11-05
HUB Investment Partners, LLC
DECREASED
Shares16,802 from 83,540
Change-66,738 (-80%)
Value$4.3M (-$9.8M)
Filed 2026-11-03
Northside Capital Management, LLC
UNCHANGED
Shares16,725 from 16,725
Change0 (0%)
Value$4.3M (+$1.4M)
Filed 2026-10-13
SWS Partners
DECREASED
Shares16,640 from 19,349
Change-2,709 (-14%)
Value$4.2M (+$977.5K)
Filed 2026-10-26
Great Lakes Retirement, Inc.
DECREASED
Shares16,539 from 16,661
Change-122 (-1%)
Value$4.2M (+$1.4M)
Filed 2026-10-26
Krilogy Financial LLC
INCREASED
Shares16,377 from 15,828
Change+549 (+3%)
Value$4.6M (+$1.9M)
Filed 2026-10-13
Patten & Patten Inc
DECREASED
Shares16,260 from 16,558
Change-298 (-2%)
Value$4.2M (+$1.4M)
Filed 2026-10-26
Azzad Asset Management Inc
DECREASED
Shares16,136 from 23,705
Change-7,569 (-32%)
Value$4.1M (+$112.4K)
Filed 2026-11-04
IFP Advisors, Inc
DECREASED
Shares16,135 from 19,223
Change-3,088 (-16%)
Value$4.1M (+$869.8K)
Filed 2026-10-16
Birch Financial Group, LLC
DECREASED
Shares16,082 from 16,126
Change-44 (0%)
Value$4.1M (+$1.4M)
Filed 2026-10-27
Keystone Wealth Services, LLC
UNCHANGED
Shares16,016 from 16,016
Change0 (0%)
Value$4.0M (+$1.3M)
Filed 2026-11-03
iA Global Asset Management Inc.
NEW
Shares16,009
Change+16,009
Value$4.1K
Filed 2026-10-29
Pathway Financial Advisers, LLC
DECREASED
Shares15,888 from 16,140
Change-252 (-2%)
Value$4.1M (+$1.3M)
Filed 2026-10-27
Neville Rodie & Shaw Inc
UNCHANGED
Shares15,881 from 15,881
Change0 (0%)
Value$4.1K (+$1.4K)
Filed 2026-10-05
BFI Infinity Ltd.
NEW
Shares15,820
Change+15,820
Value$4.0M
Filed 2026-10-16
Regions Financial Corp
INCREASED
Shares15,721 from 15,034
Change+687 (+5%)
Value$4.0M (+$1.5M)
Filed 2026-11-05
Mesirow Financial Investment Management, Inc.
INCREASED
Shares15,630 from 15,456
Change+174 (+1%)
Value$4.0M (+$1.4M)
Filed 2026-11-05
William B. Walkup & Associates, Inc.
DECREASED
Shares15,617 from 15,792
Change-175 (-1%)
Value$4.0M (+$1.3M)
Filed 2026-11-05
Ashton Thomas Private Wealth, LLC
INCREASED
Shares15,585 from 13,743
Change+1,842 (+13%)
Value$4.0M (+$1.7M)
Filed 2026-11-03
Herold Advisors, Inc.
DECREASED
Shares15,536 from 15,842
Change-306 (-2%)
Value$4.0M (+$1.3M)
Filed 2026-10-19
Parcion Private Wealth LLC
INCREASED
Shares15,517 from 14,333
Change+1,184 (+8%)
Value$4.0M (+$1.5M)
Filed 2026-10-28
Park Capital Management, LLC / WI
NEW
Shares15,383
Change+15,383
Value$3.9M
Filed 2026-10-13
Mattern Wealth Management LLC
INCREASED
Shares15,332 from 15,103
Change+229 (+2%)
Value$3.9M (+$1.4M)
Filed 2026-11-04
Brookstone Capital Management
DECREASED
Shares15,302 from 16,449
Change-1,147 (-7%)
Value$3.9M (+$1.1M)
Filed 2026-10-22
TBH Global Asset Management, LLC
DECREASED
Shares15,249 from 15,987
Change-738 (-5%)
Value$3.9M (+$1.2M)
Filed 2026-11-03
Q3 Asset Management
NEW
Shares15,232
Change+15,232
Value$3.9K
Filed 2026-11-06
Procyon Advisors, LLC
DECREASED
Shares15,132 from 16,964
Change-1,832 (-11%)
Value$3.9M (+$995.7K)
Filed 2026-10-21
Independent Solutions Wealth Management, LLC
DECREASED
Shares15,119 from 15,558
Change-439 (-3%)
Value$3.9M (+$1.2M)
Filed 2026-10-28
ASK Capital Investment Managers, LLC
NEW
Shares15,115
Change+15,115
Value$3.9M
Filed 2026-10-14
Wedmont Private Capital
INCREASED
Shares15,064 from 12,894
Change+2,170 (+17%)
Value$4.2M (+$1.8M)
Filed 2026-10-09
Wilmington Savings Fund Society, FSB
DECREASED
Shares15,062 from 17,162
Change-2,100 (-12%)
Value$3.8M (+$944.2K)
Filed 2026-10-23
HBK Sorce Advisory LLC
DECREASED
Shares15,038 from 15,670
Change-632 (-4%)
Value$3.7M (+$541.0K)
Filed 2026-11-06
International Assets Investment Management, LLC
DECREASED
Shares14,959 from 18,230
Change-3,271 (-18%)
Value$4.0M (+$771.5K)
Filed 2026-11-02
Curbstone Financial Management Corp
DECREASED
Shares14,754 from 15,054
Change-300 (-2%)
Value$3.8M (+$1.2M)
Filed 2026-10-21
Raiffeisen Bank International AG
INCREASED
Shares14,733 from 9,000
Change+5,733 (+64%)
Value$3.7M (+$2.1M)
Filed 2026-10-28
Patton Fund Management, Inc.
NEW
Shares14,451
Change+14,451
Value$3.7M
Filed 2026-10-13
Profund Advisors LLC
DECREASED
Shares14,401 from 19,875
Change-5,474 (-28%)
Value$3.7M (+$316.9K)
Filed 2026-10-29
Flagship Capital Management Inc.
DECREASED
Shares14,379 from 14,582
Change-203 (-1%)
Value$3.7M (+$1.2M)
Filed 2026-10-20
Financiere des Professionnels - Fonds d'investissement inc.
UNCHANGED
Shares14,361 from 14,361
Change0 (0%)
Value$3.7M (+$1.2M)
Filed 2026-11-03
Segment Wealth Management, LLC
INCREASED
Shares14,205 from 14,180
Change+25 (+0%)
Value$3.6M (+$1.2M)
Filed 2026-10-26
Wilkins Investment Counsel Inc
INCREASED
Shares14,075 from 14,068
Change+7 (+0%)
Value$3.6M (+$1.2M)
Filed 2026-11-03
XML Financial, LLC
INCREASED
Shares14,070 from 13,825
Change+245 (+2%)
Value$3.6M (+$1.3M)
Filed 2026-10-29
Franklin, Parlapiano, Turner & Welch, LLC
DECREASED
Shares14,036 from 24,155
Change-10,119 (-42%)
Value$3.6M (-$499.9K)
Filed 2026-10-30
YHB Investment Advisors, Inc.
DECREASED
Shares13,829 from 14,371
Change-542 (-4%)
Value$3.5M (+$1.1M)
Filed 2026-10-08
MH & Associates Securities Management Corp
DECREASED
Shares13,827 from 24,208
Change-10,381 (-43%)
Value$3.5M (-$562.2K)
Filed 2026-10-30
Fulcrum Asset Management LLP
INCREASED
Shares13,799 from 1,799
Change+12,000 (+667%)
Value$3.5M (+$3.2M)
Filed 2026-11-04
Avantax Planning Partners, Inc.
DECREASED
Shares13,626 from 13,692
Change-66 (0%)
Value$3.5M (+$1.2M)
Filed 2026-11-03
CPC Advisors, LLC
INCREASED
Shares13,424 from 2,015
Change+11,409 (+566%)
Value$3.4M (+$3.1M)
Filed 2026-10-21
Burney Co/
INCREASED
Shares13,328 from 13,015
Change+313 (+2%)
Value$3.4M (+$1.2M)
Filed 2026-10-15
Everett Harris & Co
DECREASED
Shares13,206 from 13,632
Change-426 (-3%)
Value$3.4M (+$1.1M)
Filed 2026-10-28
Mader & Shannon Wealth Management, Inc.
DECREASED
Shares13,164 from 24,917
Change-11,753 (-47%)
Value$3.4M (-$851.3K)
Filed 2026-11-02
Marion Wealth Management
DECREASED
Shares13,152 from 13,302
Change-150 (-1%)
Value$3.4M (+$1.1M)
Filed 2026-10-22
Valeo Financial Advisors, LLC
INCREASED
Shares13,109 from 12,763
Change+346 (+3%)
Value$3.3M (+$1.2M)
Filed 2026-10-08
Monument Capital Management
NEW
Shares13,039
Change+13,039
Value$3.3M
Filed 2026-10-09
FNY Investment Advisers, LLC
INCREASED
Shares13,000 from 5
Change+12,995 (+259900%)
Value$3.3K (+$3.3K)
Filed 2026-10-16
MGO One Seven LLC
DECREASED
Shares12,910 from 13,074
Change-164 (-1%)
Value$3.3M (+$1.1M)
Filed 2026-10-28
Private Management Group Inc
UNCHANGED
Shares12,791 from 12,791
Change0 (0%)
Value$3.3M (+$1.1M)
Filed 2026-11-04
Moors & Cabot, Inc.
INCREASED
Shares12,579 from 11,511
Change+1,068 (+9%)
Value$3.2M (+$1.3M)
Filed 2026-11-06
First Citizens Bank & Trust Co
INCREASED
Shares12,397 from 7,338
Change+5,059 (+69%)
Value$3.2M (+$1.9M)
Filed 2026-10-14
Williams Jones Wealth Management, Llc.
INCREASED
Shares12,350 from 11,757
Change+593 (+5%)
Value$3.2M (+$1.2M)
Filed 2026-11-05
CWC Advisors, Llc.
DECREASED
Shares12,338 from 12,386
Change-48 (0%)
Value$3.2M (+$1.1M)
Filed 2026-10-15
North Dakota State Investment Board
INCREASED
Shares12,279 from 11,983
Change+296 (+2%)
Value$3.1M (+$1.1M)
Filed 2026-10-27
Parallel Advisors, LLC
INCREASED
Shares11,986 from 11,422
Change+564 (+5%)
Value$3.1M (+$1.1M)
Filed 2026-11-03
SteelPeak Wealth, LLC
INCREASED
Shares11,828 from 1,746
Change+10,082 (+577%)
Value$3.0M (+$2.7M)
Filed 2026-10-16
Carret Asset Management, LLC
DECREASED
Shares11,768 from 12,001
Change-233 (-2%)
Value$3.0M (+$975.7K)
Filed 2026-11-04
Tweedy, Browne Co LLC
DECREASED
Shares11,734 from 12,282
Change-548 (-4%)
Value$3.0M (+$919.5K)
Filed 2026-11-04
Jacobi Capital Management LLC
DECREASED
Shares11,592 from 11,655
Change-63 (-1%)
Value$3.0M (+$989.3K)
Filed 2026-11-05
Columbia Bank
DECREASED
Shares11,518 from 11,651
Change-133 (-1%)
Value$2.9M (+$971.1K)
Filed 2026-10-29
Oakmont Investment Advisors, Inc.
INCREASED
Shares11,517 from 9,109
Change+2,408 (+26%)
Value$2.9M (+$1.4M)
Filed 2026-10-21
Fruth Investment Management
DECREASED
Shares11,103 from 11,123
Change-20 (0%)
Value$2.8K (+$954)
Filed 2026-10-13
Hilltop National Bank
DECREASED
Shares11,036 from 11,685
Change-649 (-6%)
Value$2.8M (+$842.3K)
Filed 2026-10-14
Boyd Watterson Asset Management LLC
DECREASED
Shares11,030 from 11,152
Change-122 (-1%)
Value$2.8M (+$930.8K)
Filed 2026-11-06
Alkeme Wealth, LLC
DECREASED
Shares10,990 from 14,085
Change-3,095 (-22%)
Value$2.8M (+$424.8K)
Filed 2026-10-08
MCF Advisors LLC
INCREASED
Shares10,948 from 10,840
Change+108 (+1%)
Value$2.8M (+$962.5K)
Filed 2026-10-28
Crescent Sterling, Ltd.
DECREASED
Shares10,908 from 11,579
Change-671 (-6%)
Value$2.8M (+$827.5K)
Filed 2026-10-16
Cherokee Insurance Co
DECREASED
Shares10,450 from 15,450
Change-5,000 (-32%)
Value$2.7M (+$56.2K)
Filed 2026-11-05
Mission Wealth Management, LP
DECREASED
Shares10,385 from 15,142
Change-4,757 (-31%)
Value$2.7M (+$91.6K)
Filed 2026-10-15
Spire Wealth Management
INCREASED
Shares10,379 from 415
Change+9,964 (+2401%)
Value$2.6M (+$2.6M)
Filed 2026-10-30
Securian Asset Management, Inc
DECREASED
Shares10,363 from 10,635
Change-272 (-3%)
Value$2.6M (+$445.8K)
Filed 2026-11-06
Independent Financial Group, LLC
INCREASED
Shares10,315 from 10,281
Change+34 (+0%)
Value$2.6M (+$895.6K)
Filed 2026-10-13
Ticino Wealth
DECREASED
Shares10,279 from 10,308
Change-29 (0%)
Value$2.6M (+$881.8K)
Filed 2026-10-13
Florida Trust Wealth Management Co
DECREASED
Shares10,278 from 11,851
Change-1,573 (-13%)
Value$2.6M (+$620.7K)
Filed 2026-11-05
Greenleaf Trust
DECREASED
Shares10,270 from 10,645
Change-375 (-4%)
Value$2.6M (+$822.5K)
Filed 2026-10-29
Moneco Advisors, LLC
DECREASED
Shares10,187 from 10,499
Change-312 (-3%)
Value$2.6M (+$825.8K)
Filed 2026-11-05
Avidian Wealth Enterprises, LLC
DECREASED
Shares10,132 from 11,762
Change-1,630 (-14%)
Value$2.6M (+$598.5K)
Filed 2026-10-08
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares10,100 from 10,100
Change0 (0%)
Value$1.7M ($0)
Filed 2026-10-15
Delta Financial Advisors LLC
INCREASED
Shares10,079 from 9,959
Change+120 (+1%)
Value$2.6M (+$889.9K)
Filed 2026-10-27
Avior Wealth Management, LLC
INCREASED
Shares10,072 from 9,269
Change+803 (+9%)
Value$2.6M (+$1.0M)
Filed 2026-10-13
Inscription Capital, LLC
DECREASED
Shares10,030 from 11,068
Change-1,038 (-9%)
Value$2.6M (+$689.8K)
Filed 2026-11-02
Jefferies Financial Group Inc.
INCREASED
Shares10,011 from 4,115
Change+5,896 (+143%)
Value$2.6M (+$1.9M)
Filed 2026-11-05
Cantor Fitzgerald Investment Advisors L.P.
NEW
Shares10,000
Change+10,000
Value$2.6M
Filed 2026-10-21
EverSource Wealth Advisors, LLC
INCREASED
Shares9,973 from 8,851
Change+1,122 (+13%)
Value$2.5M (+$1.0M)
Filed 2026-11-04
First Interstate Bank
DECREASED
Shares9,963 from 10,477
Change-514 (-5%)
Value$2.5M (+$772.5K)
Filed 2026-10-23
Perpetual Ltd
INCREASED
Shares9,947 from 5,805
Change+4,142 (+71%)
Value$2.5M (+$1.6M)
Filed 2026-10-13
Prairie Advisory, LLC
INCREASED
Shares9,938 from 6,779
Change+3,159 (+47%)
Value$2.5M (+$1.4M)
Filed 2026-10-19
Catherine Avery Investment Management LLC
DECREASED
Shares9,924 from 31,061
Change-21,137 (-68%)
Value$2.5M (-$2.7M)
Filed 2026-10-14
Signaturefd, LLC
INCREASED
Shares9,856 from 9,368
Change+488 (+5%)
Value$2.5M (+$932.6K)
Filed 2026-10-23
Todd Asset Management LLC
UNCHANGED
Shares9,811 from 9,811
Change0 (0%)
Value$2.5M (+$846.3K)
Filed 2026-10-27
Cullinan Associates Inc
DECREASED
Shares9,747 from 9,762
Change-15 (0%)
Value$2.5M (+$838.2K)
Filed 2026-11-03
CFM Wealth Partners LLC
UNCHANGED
Shares9,623 from 9,623
Change0 (0%)
Value$2.5M (+$830.1K)
Filed 2026-11-05
Flavin Financial Services, Inc.
DECREASED
Shares9,612 from 12,996
Change-3,384 (-26%)
Value$2.5M (+$257.0K)
Filed 2026-10-21
Harfst & Associates, Inc.
DECREASED
Shares9,595 from 9,952
Change-357 (-4%)
Value$2.4M (+$767.4K)
Filed 2026-10-20
Clearstead Advisors, LLC
DECREASED
Shares9,584 from 9,870
Change-286 (-3%)
Value$2.4M (+$777.0K)
Filed 2026-11-06
Quadrant Capital Group LLC
INCREASED
Shares9,459 from 9,414
Change+45 (+0%)
Value$2.8M (+$1.2M)
Filed 2026-10-20
Patten Group, Inc.
INCREASED
Shares9,458 from 7,607
Change+1,851 (+24%)
Value$2.4M (+$1.1M)
Filed 2026-10-26
TD Private Client Wealth LLC
DECREASED
Shares9,453 from 13,128
Change-3,675 (-28%)
Value$2.4M (+$194.2K)
Filed 2026-10-28
Jeppson Wealth Management, LLC
DECREASED
Shares9,412 from 9,731
Change-319 (-3%)
Value$2.4M (+$758.0K)
Filed 2026-10-20
Bangor Savings Bank
DECREASED
Shares9,362 from 10,100
Change-738 (-7%)
Value$2.4M (+$682.8K)
Filed 2026-10-06
111 Capital
INCREASED
Shares9,349 from 4,748
Change+4,601 (+97%)
Value$2.4M (+$1.6M)
Filed 2026-11-03
Fifth Third Wealth Advisors LLC
INCREASED
Shares9,290 from 8,925
Change+365 (+4%)
Value$2.4M (+$863.1K)
Filed 2026-10-22
Capital Advisors Wealth Management, LLC
INCREASED
Shares9,261 from 9,097
Change+164 (+2%)
Value$2.4M (+$826.6K)
Filed 2026-10-09
Assetmark, Inc
INCREASED
Shares9,118 from 6,812
Change+2,306 (+34%)
Value$2.3M (+$1.2M)
Filed 2026-10-21
Evergreen Capital Management LLC
DECREASED
Shares9,118 from 9,160
Change-42 (0%)
Value$2.3M (+$779.4K)
Filed 2026-10-23
Diversify Wealth Management, LLC
INCREASED
Shares9,067 from 7,366
Change+1,701 (+23%)
Value$2.6M (+$1.1M)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares9,067 from 7,366
Change+1,701 (+23%)
Value$2.6M (+$1.1M)
Filed 2026-10-20
Summit Place Financial Advisors, LLC
DECREASED
Shares9,053 from 9,741
Change-688 (-7%)
Value$2.3M (+$664.6K)
Filed 2026-10-23
JBR Co Financial Management Inc
DECREASED
Shares9,043 from 9,293
Change-250 (-3%)
Value$1.6M (+$7.0K)
Filed 2026-10-13
Beese Fulmer Investment Management, Inc.
DECREASED
Shares9,027 from 10,174
Change-1,147 (-11%)
Value$2.3M (+$584.9K)
Filed 2026-10-23
Poehling Capital Management, Inc.
UNCHANGED
Shares9,017 from 9,017
Change0 (0%)
Value$2.3M (+$777.8K)
Filed 2026-10-20
Impact Capital Partners LLC
DECREASED
Shares8,905 from 9,511
Change-606 (-6%)
Value$2.3M (+$665.7K)
Filed 2026-10-22
MBL Wealth, LLC
INCREASED
Shares8,841 from 4,281
Change+4,560 (+107%)
Value$2.3M (+$1.5M)
Filed 2026-10-22
Grimes & Co Wealth Management, LLC
INCREASED
Shares8,802 from 8,551
Change+251 (+3%)
Value$2.2M (+$801.7K)
Filed 2026-10-29
Cidel Asset Management Inc
DECREASED
Shares8,718 from 9,467
Change-749 (-8%)
Value$2.2M (+$625.4K)
Filed 2026-10-29
Elevatus Welath Management
INCREASED
Shares8,713 from 7,621
Change+1,092 (+14%)
Value$2.2M (+$936.2K)
Filed 2026-10-19
Mystic Asset Management, Inc.
INCREASED
Shares8,670 from 8,573
Change+97 (+1%)
Value$2.2M (+$764.3K)
Filed 2026-10-15
Pavion Blue Capital, LLC
DECREASED
Shares8,643 from 8,927
Change-284 (-3%)
Value$2.2M (+$697.6K)
Filed 2026-11-05
Dynamic Advisor Solutions LLC
DECREASED
Shares8,625 from 11,026
Change-2,401 (-22%)
Value$2.2M (+$338.2K)
Filed 2026-10-13
V-Square Quantitative Management LLC
INCREASED
Shares8,621 from 8,303
Change+318 (+4%)
Value$2.2M (+$797.4K)
Filed 2026-10-15
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares8,563 from 6,305
Change+2,258 (+36%)
Value$2.2M (+$1.1M)
Filed 2026-10-13
Guyasuta Investment Advisors Inc
INCREASED
Shares8,514 from 8,493
Change+21 (+0%)
Value$2.2M (+$738.0K)
Filed 2026-10-15
Confluence Wealth Services, Inc.
INCREASED
Shares8,507 from 8,394
Change+113 (+1%)
Value$2.2M (+$752.9K)
Filed 2026-11-05
AA Financial Advisors, LLC
DECREASED
Shares8,506 from 8,925
Change-419 (-5%)
Value$2.2M (+$662.9K)
Filed 2026-10-19
First Merchants Corp
DECREASED
Shares8,389 from 9,097
Change-708 (-8%)
Value$2.1M (+$603.9K)
Filed 2026-10-15
Virtue Asset Management LLC
INCREASED
Shares8,331 from 8,147
Change+184 (+2%)
Value$2.1M (+$749.9K)
Filed 2026-10-21
Searle & Co.
INCREASED
Shares8,317 from 8,017
Change+300 (+4%)
Value$2.1M (+$768.1K)
Filed 2026-11-04
LEE Danner & Bass Inc
DECREASED
Shares8,312 from 8,567
Change-255 (-3%)
Value$2.1M (+$673.9K)
Filed 2026-10-27
Petros Family Wealth, LLC
DECREASED
Shares8,255 from 8,918
Change-663 (-7%)
Value$2.1M (+$599.9K)
Filed 2026-10-28
B. Riley Wealth Advisors, Inc.
INCREASED
Shares8,224 from 6,649
Change+1,575 (+24%)
Value$2.1M (+$942.6K)
Filed 2026-10-13
Intrua Financial, LLC
DECREASED
Shares8,196 from 8,430
Change-234 (-3%)
Value$2.1M (+$667.5K)
Filed 2026-10-28
Axxcess Wealth Management, LLC
DECREASED
Shares8,177 from 13,591
Change-5,414 (-40%)
Value$2.1M (-$209.8K)
Filed 2026-10-21
Union Bancaire Privee, UBP SA
NEW
Shares8,118
Change+8,118
Value$1.9M
Filed 2026-11-04
Lebenthal Global Advisors, LLC
DECREASED
Shares8,052 from 9,367
Change-1,315 (-14%)
Value$2.1M (+$472.3K)
Filed 2026-10-28
Retireful, LLC
NEW
Shares8,007
Change+8,007
Value$2.0M
Filed 2026-10-09
Sigma Planning Corp
DECREASED
Shares7,870 from 8,813
Change-943 (-11%)
Value$2.0M (+$476.9K)
Filed 2026-10-23
Cowa, LLC
DECREASED
Shares7,856 from 7,868
Change-12 (0%)
Value$2.0M (+$675.7K)
Filed 2026-10-30
Tema Etfs LLC
INCREASED
Shares7,796 from 7,651
Change+145 (+2%)
Value$2.0M (+$697.0K)
Filed 2026-10-16
Eagle Global Advisors LLC
INCREASED
Shares7,641 from 7,636
Change+5 (+0%)
Value$2.0M (+$659.9K)
Filed 2026-11-02
Wealth Alliance Advisory Group, LLC
DECREASED
Shares7,616 from 7,854
Change-238 (-3%)
Value$1.9M (+$616.8K)
Filed 2026-10-14
Penobscot Investment Management Company, Inc.
INCREASED
Shares7,592 from 6,577
Change+1,015 (+15%)
Value$1.9M (+$826.5K)
Filed 2026-10-26
Cerro Pacific Wealth Advisors LLC
DECREASED
Shares7,554 from 7,573
Change-19 (0%)
Value$1.9M (+$648.4K)
Filed 2026-10-22
Genus Capital Management Inc.
NEW
Shares7,525
Change+7,525
Value$1.9M
Filed 2026-11-04
Old National Bancorp
DECREASED
Shares7,511 from 8,403
Change-892 (-11%)
Value$1.9M (+$497.1K)
Filed 2026-10-20
Verdence Capital Advisors LLC
DECREASED
Shares7,491 from 10,033
Change-2,542 (-25%)
Value$1.9M (+$216.5K)
Filed 2026-10-26
Soltis Investment Advisors LLC
INCREASED
Shares7,486 from 5,937
Change+1,549 (+26%)
Value$1.9M (+$907.6K)
Filed 2026-10-28
Bull Street Advisors, LLC
DECREASED
Shares7,472 from 7,522
Change-50 (-1%)
Value$1.9K (-$1.3M)
Filed 2026-10-20
Stegent Equity Advisors, Inc.
DECREASED
Shares7,453 from 7,589
Change-136 (-2%)
Value$1.9M (+$619.9K)
Filed 2026-10-13
Uhlmann Price Securities, LLC
DECREASED
Shares7,448 from 8,201
Change-753 (-9%)
Value$1.9M (+$515.0K)
Filed 2026-11-03
DT Investment Partners, LLC
UNCHANGED
Shares7,431 from 7,431
Change0 (0%)
Value$1.9M (+$641.0K)
Filed 2026-10-27
Ascent Group, LLC
INCREASED
Shares7,416 from 7,047
Change+369 (+5%)
Value$1.9M (+$702.1K)
Filed 2026-10-30
Glenview Trust Co
DECREASED
Shares7,358 from 7,790
Change-432 (-6%)
Value$1.9M (+$561.7K)
Filed 2026-10-28
Aviance Capital Partners, LLC
DECREASED
Shares7,219 from 7,374
Change-155 (-2%)
Value$1.8M (+$596.5K)
Filed 2026-10-29
Compound Planning, Inc.
INCREASED
Shares7,196 from 6,956
Change+240 (+3%)
Value$1.8M (+$661.3K)
Filed 2026-11-05
Purkiss Capital Advisors LLC
DECREASED
Shares7,177 from 7,242
Change-65 (-1%)
Value$1.8M (+$608.0K)
Filed 2026-11-06
Donoghue Forlines LLC
DECREASED
Shares7,153 from 9,527
Change-2,374 (-25%)
Value$1.8M (+$215.7K)
Filed 2026-11-02
AMG National Trust Bank
UNCHANGED
Shares7,148 from 7,148
Change0 (0%)
Value$1.8M (+$616.6K)
Filed 2026-11-05
Welch & Forbes LLC
UNCHANGED
Shares7,131 from 7,131
Change0 (0%)
Value$1.8M (+$615.1K)
Filed 2026-11-04
Sagespring Wealth Partners, LLC
INCREASED
Shares7,098 from 6,477
Change+621 (+10%)
Value$1.8M (+$717.3K)
Filed 2026-10-22
Kingswood Wealth Advisors, LLC
DECREASED
Shares7,030 from 7,109
Change-79 (-1%)
Value$1.8M (+$593.0K)
Filed 2026-10-23
Strategic Advisors LLC
INCREASED
Shares7,026 from 7,023
Change+3 (+0%)
Value$1.8M (+$606.6K)
Filed 2026-10-13
Valmark Advisers, Inc.
INCREASED
Shares6,992 from 6,019
Change+973 (+16%)
Value$1.8M (+$767.6K)
Filed 2026-11-06
Ritholtz Wealth Management
INCREASED
Shares6,879 from 4,203
Change+2,676 (+64%)
Value$1.8M (+$1.0M)
Filed 2026-11-05
Mather Group, Llc.
INCREASED
Shares6,851 from 6,722
Change+129 (+2%)
Value$1.7M (+$612.7K)
Filed 2026-10-14
Boston Trust Walden Corp
DECREASED
Shares6,818 from 6,835
Change-17 (0%)
Value$1.7M (+$585.2K)
Filed 2026-10-30
Cornerstone Wealth Management, LLC
INCREASED
Shares6,809 from 6,490
Change+319 (+5%)
Value$1.7M (+$641.3K)
Filed 2026-11-04
Hunter Associates Investment Management LLC
DECREASED
Shares6,768 from 6,893
Change-125 (-2%)
Value$1.7K (-$1.2M)
Filed 2026-10-26
Trust Co of Vermont
INCREASED
Shares6,712 from 6,454
Change+258 (+4%)
Value$1.7M (+$622.6K)
Filed 2026-10-21
Garrett Wealth Advisory Group, LLC
INCREASED
Shares6,613 from 6,596
Change+17 (+0%)
Value$1.7M (+$573.3K)
Filed 2026-10-22
Fiduciary Alliance LLC
INCREASED
Shares6,586 from 6,208
Change+378 (+6%)
Value$1.7M (+$632.0K)
Filed 2026-10-13
Perryman Financial Advisory Inc
DECREASED
Shares6,550 from 6,891
Change-341 (-5%)
Value$1.7M (+$507.3K)
Filed 2026-10-16
Barry Investment Advisors, LLC
DECREASED
Shares6,503 from 7,127
Change-624 (-9%)
Value$1.7M (+$455.4K)
Filed 2026-10-14
CX Institutional
INCREASED
Shares6,490 from 5,839
Change+651 (+11%)
Value$1.7K (+$670)
Filed 2026-10-02
Allen Capital Group, LLC
INCREASED
Shares6,469 from 6,465
Change+4 (+0%)
Value$1.7M (+$558.7K)
Filed 2026-10-27
Institute for Wealth Management, Llc.
DECREASED
Shares6,461 from 6,553
Change-92 (-1%)
Value$1.6M (+$541.7K)
Filed 2026-11-06
Curated Wealth Partners LLC
INCREASED
Shares6,456 from 2,023
Change+4,433 (+219%)
Value$1.6M (+$1.3M)
Filed 2026-10-15
Flagship Harbor Advisors, LLC
DECREASED
Shares6,414 from 6,471
Change-57 (-1%)
Value$1.6M (+$543.7K)
Filed 2026-10-26
First National Bank of Mount Dora, Trust Investment Services
DECREASED
Shares6,409 from 6,512
Change-103 (-2%)
Value$1.6M (+$535.4K)
Filed 2026-10-21
Smart Wealth LLC
NEW
Shares6,376
Change+6,376
Value$1.6M
Filed 2026-11-04
Simplicity Wealth,LLC
DECREASED
Shares6,347 from 6,639
Change-292 (-4%)
Value$1.6M (+$498.2K)
Filed 2026-10-23
Kuhn & Co Investment Counsel
INCREASED
Shares6,321 from 6,302
Change+19 (+0%)
Value$1.6M (+$548.5K)
Filed 2026-10-29
Three Seasons Wealth, LLC
INCREASED
Shares6,318 from 3,958
Change+2,360 (+60%)
Value$1.6M (+$943.9K)
Filed 2026-11-03
Private Trust Co NA
INCREASED
Shares6,295 from 6,194
Change+101 (+2%)
Value$1.6M (+$560.1K)
Filed 2026-10-20
San Luis Wealth Advisors LLC
DECREASED
Shares6,281 from 7,448
Change-1,167 (-16%)
Value$1.6M (+$344.5K)
Filed 2026-10-27
Peoples Bank
UNCHANGED
Shares6,262 from 6,262
Change0 (0%)
Value$1.6M (+$540.2K)
Filed 2026-10-26
First National Trust Co
DECREASED
Shares6,183 from 6,307
Change-124 (-2%)
Value$1.6M (+$512.4K)
Filed 2026-10-28
Heck Capital Advisors, LLC
INCREASED
Shares6,172 from 6,141
Change+31 (+1%)
Value$1.6M (+$537.8K)
Filed 2026-10-14
Perigon Wealth Management, LLC
INCREASED
Shares6,152 from 5,738
Change+414 (+7%)
Value$1.6M (+$600.7K)
Filed 2026-10-22
Roman Butler Fullerton & Co
INCREASED
Shares6,128 from 2,162
Change+3,966 (+183%)
Value$1.8M (+$1.4M)
Filed 2026-10-27
Norden Group LLC
DECREASED
Shares6,033 from 6,295
Change-262 (-4%)
Value$1.5M (+$476.0K)
Filed 2026-10-20
RFG Advisory, LLC
DECREASED
Shares6,012 from 7,609
Change-1,597 (-21%)
Value$1.5M (+$248.6K)
Filed 2026-11-03
Heritage Wealth Management, Inc.
DECREASED
Shares6,000 from 6,020
Change-20 (0%)
Value$1.5M (+$514.2K)
Filed 2026-10-28
Parkside Financial Bank & Trust
DECREASED
Shares5,972 from 7,017
Change-1,045 (-15%)
Value$1.5M (+$338.5K)
Filed 2026-10-27
Retirement Planning Co of New England, Inc.
DECREASED
Shares5,956 from 6,225
Change-269 (-4%)
Value$1.5M (+$468.3K)
Filed 2026-10-15
Matthew Goff Investment Advisor, LLC
UNCHANGED
Shares5,938 from 5,938
Change0 (0%)
Value$1.5M (+$512.2K)
Filed 2026-10-13
Sendero Wealth Management, LLC
DECREASED
Shares5,876 from 10,801
Change-4,925 (-46%)
Value$1.5M (-$325.7K)
Filed 2026-10-14
Westbourne Investment Advisors, Inc.
DECREASED
Shares5,857 from 5,877
Change-20 (0%)
Value$1.5M (+$501.8K)
Filed 2026-10-20
Csenge Advisory Group
DECREASED
Shares5,795 from 6,031
Change-236 (-4%)
Value$1.5M (+$460.0K)
Filed 2026-11-04
J. Safra Sarasin Holding AG
UNCHANGED
Shares5,776 from 5,776
Change0 (0%)
Value$1.1M ($0)
Filed 2026-10-26
EPG Wealth Management LLC
DECREASED
Shares5,751 from 5,773
Change-22 (0%)
Value$1.5M (+$492.4K)
Filed 2026-11-03
Whitener Capital Management, Inc.
DECREASED
Shares5,744 from 5,934
Change-190 (-3%)
Value$1.5M (+$463.4K)
Filed 2026-10-15
Signal Advisors Wealth, LLC
INCREASED
Shares5,734 from 2,764
Change+2,970 (+107%)
Value$1.5M (+$996.6K)
Filed 2026-10-13
Angeles Wealth Management, LLC
DECREASED
Shares5,705 from 6,004
Change-299 (-5%)
Value$1.5M (+$441.6K)
Filed 2026-10-26
Certuity, LLC
DECREASED
Shares5,681 from 5,706
Change-25 (0%)
Value$1.5M (+$485.8K)
Filed 2026-11-02
Baker Avenue Asset Management, LP
INCREASED
Shares5,633 from 4,899
Change+734 (+15%)
Value$1.4M (+$609.9K)
Filed 2026-11-06
Sky Investment Group LLC
NEW
Shares5,627
Change+5,627
Value$1.4M
Filed 2026-10-30
Everhart Financial Group, Inc.
INCREASED
Shares5,587 from 5,413
Change+174 (+3%)
Value$1.4M (+$511.5K)
Filed 2026-10-08
Signature Estate & Investment Advisors LLC
INCREASED
Shares5,553 from 5,536
Change+17 (+0%)
Value$1.4M (+$481.2K)
Filed 2026-10-13
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares5,549 from 5,273
Change+276 (+5%)
Value$1.4M (+$525.3K)
Filed 2026-10-23
Howland Capital Management LLC
DECREASED
Shares5,548 from 5,558
Change-10 (0%)
Value$1.4M (+$476.8K)
Filed 2026-10-22
CFS Investment Advisory Services, LLC
INCREASED
Shares5,535 from 5,226
Change+309 (+6%)
Value$1.5M (+$571.3K)
Filed 2026-10-19
Baker Ellis Asset Management LLC
DECREASED
Shares5,535 from 5,635
Change-100 (-2%)
Value$1.4M (+$460.5K)
Filed 2026-10-14
Probity Advisors, Inc.
DECREASED
Shares5,525 from 5,593
Change-68 (-1%)
Value$1.4M (+$465.1K)
Filed 2026-10-23
Weatherly Asset Management L. P.
UNCHANGED
Shares5,522 from 5,522
Change0 (0%)
Value$1.4M (+$476.3K)
Filed 2026-10-20
KCM Investment Advisors LLC
INCREASED
Shares5,512 from 4,918
Change+594 (+12%)
Value$1.4M (+$575.9K)
Filed 2026-10-27
Larson Financial Group LLC
INCREASED
Shares5,497 from 5,060
Change+437 (+9%)
Value$1.4M (+$548.0K)
Filed 2026-11-05
Rossby Financial, LCC
INCREASED
Shares5,494 from 4,530
Change+964 (+21%)
Value$1.4M (+$637.0K)
Filed 2026-11-05
Retirement Investment Advisors, Inc.
DECREASED
Shares5,472 from 5,772
Change-300 (-5%)
Value$1.4M (+$252.5K)
Filed 2026-10-22
Integrated Advisors Network LLC
INCREASED
Shares5,410 from 5,236
Change+174 (+3%)
Value$1.4M (+$496.0K)
Filed 2026-10-20
Cornerstone Wealth Group, LLC
INCREASED
Shares5,402 from 5,162
Change+240 (+5%)
Value$1.4M (+$506.5K)
Filed 2026-11-02
BAR Harbor Wealth Management
DECREASED
Shares5,394 from 5,409
Change-15 (0%)
Value$1.4M (+$462.8K)
Filed 2026-10-21
Adirondack Trust Co
DECREASED
Shares5,351 from 8,577
Change-3,226 (-38%)
Value$1.4M (-$83.8K)
Filed 2026-10-14
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares5,278 from 3,976
Change+1,302 (+33%)
Value$1.3M (+$675.3K)
Filed 2026-10-27
Indivisible Partners
INCREASED
Shares5,240 from 3,703
Change+1,537 (+42%)
Value$1.3M (+$712.0K)
Filed 2026-10-26
Westhampton Capital, LLC
UNCHANGED
Shares5,190 from 5,190
Change0 (0%)
Value$1.3M (+$447.7K)
Filed 2026-10-30
Wealthcare Advisory Partners LLC
INCREASED
Shares5,184 from 4,438
Change+746 (+17%)
Value$1.3M (+$573.3K)
Filed 2026-10-21
Alta Capital Management LLC/
DECREASED
Shares5,170 from 6,020
Change-850 (-14%)
Value$1.3M (+$302.5K)
Filed 2026-10-26
Chicago Trust Co NA
DECREASED
Shares5,121 from 5,180
Change-59 (-1%)
Value$1.3M (+$431.8K)
Filed 2026-10-28
Worth Financial Advisory Group, LLC
INCREASED
Shares5,115 from 5,085
Change+30 (+1%)
Value$1.3M (+$446.3K)
Filed 2026-10-19
Rosenberg Matthew Hamilton
UNCHANGED
Shares5,106 from 5,106
Change0 (0%)
Value$1.3M (+$440.4K)
Filed 2026-10-05
Premier Path Wealth Partners, LLC
INCREASED
Shares5,092 from 5,006
Change+86 (+2%)
Value$1.3M (+$453.7K)
Filed 2026-10-16
Generali Investments, Management Co LLC
DECREASED
Shares5,089 from 6,419
Change-1,330 (-21%)
Value$1.3M (+$214.1K)
Filed 2026-10-19
Mccarter Private Wealth Services LLC
DECREASED
Shares5,071 from 5,161
Change-90 (-2%)
Value$1.3M (+$422.2K)
Filed 2026-10-22
Valley Brook Capital Group, Inc.
UNCHANGED
Shares5,055 from 5,055
Change0 (0%)
Value$1.3M (+$436.2K)
Filed 2026-10-26
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED
Shares5,046 from 5,155
Change-109 (-2%)
Value$1.3M (+$416.8K)
Filed 2026-11-03
Endeavor Private Wealth, Inc.
DECREASED
Shares5,035 from 5,283
Change-248 (-5%)
Value$1.3M (+$392.6K)
Filed 2026-11-05
Augustine Asset Management Inc
INCREASED
Shares5,033 from 5,013
Change+20 (+0%)
Value$1.3M (+$437.5K)
Filed 2026-10-13
Baring Financial LLC
INCREASED
Shares5,030 from 5,027
Change+3 (+0%)
Value$1.3M (+$434.3K)
Filed 2026-10-07
Trust Co of Toledo NA
DECREASED
Shares4,992 from 5,170
Change-178 (-3%)
Value$1.3M (+$400.5K)
Filed 2026-10-16
Convergence Financial, LLC
DECREASED
Shares4,979 from 9,958
Change-4,979 (-50%)
Value$1.3M (-$412.2K)
Filed 2026-10-27
Autumn Glory Partners, LLC
UNCHANGED
Shares4,943 from 4,943
Change0 (0%)
Value$1.3M (+$426.4K)
Filed 2026-10-26
Essex Bank
DECREASED
Shares4,930 from 5,164
Change-234 (-5%)
Value$1.3M (+$385.7K)
Filed 2026-10-16
Symphony Financial, Ltd. Co.
DECREASED
Shares4,894 from 5,919
Change-1,025 (-17%)
Value$1.3M (+$236.6K)
Filed 2026-10-22
Gryphon Financial Partners LLC
INCREASED
Shares4,856 from 4,836
Change+20 (+0%)
Value$1.2M (+$422.4K)
Filed 2026-11-04
QTR Family Wealth, LLC
DECREASED
Shares4,834 from 5,322
Change-488 (-9%)
Value$1.2M (+$334.6K)
Filed 2026-11-02
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares4,816 from 5,126
Change-310 (-6%)
Value$1.2M (+$363.0K)
Filed 2026-10-07
LVM Capital Management LTD
INCREASED
Shares4,771 from 4,676
Change+95 (+2%)
Value$1.2M (+$1.2M)
Filed 2026-10-20
Montecito Bank & Trust
DECREASED
Shares4,749 from 5,084
Change-335 (-7%)
Value$1.2M (+$353.0K)
Filed 2026-10-01
M Holdings Securities, Inc.
NEW
Shares4,712
Change+4,712
Value$1.2K
Filed 2026-11-03
Corps Capital Advisors, LLC
UNCHANGED
Shares4,684 from 4,684
Change0 (0%)
Value$1.2M (+$404.0K)
Filed 2026-11-05
Veracity Capital LLC
DECREASED
Shares4,670 from 4,693
Change-23 (0%)
Value$1.2M (+$399.0K)
Filed 2026-10-08
Apella Capital, LLC
INCREASED
Shares4,668 from 3,656
Change+1,012 (+28%)
Value$1.3M (+$614.1K)
Filed 2026-10-08
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares4,654 from 4,652
Change+2 (+0%)
Value$1.2M (+$401.8K)
Filed 2026-10-27
Veratis Advisors, Inc.
DECREASED
Shares4,588 from 4,597
Change-9 (0%)
Value$1.2M (+$394.2K)
Filed 2026-11-03
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares4,549 from 4,721
Change-172 (-4%)
Value$1.2M (+$363.3K)
Filed 2026-10-05
PDS Planning, Inc
INCREASED
Shares4,543 from 4,208
Change+335 (+8%)
Value$1.2M (+$448.6K)
Filed 2026-11-03
Essential Partners LLC
DECREASED
Shares4,526 from 4,643
Change-117 (-3%)
Value$1.2M (+$370.6K)
Filed 2026-10-14
Allen Mooney & Barnes Investment Advisors LLC
DECREASED
Shares4,516 from 5,104
Change-588 (-12%)
Value$1.2M (+$290.2K)
Filed 2026-10-08
Falcon Wealth Planning
INCREASED
Shares4,493 from 4,347
Change+146 (+3%)
Value$1.1M (+$412.2K)
Filed 2026-11-06
Wealth Advisory Solutions, LLC
DECREASED
Shares4,454 from 4,479
Change-25 (-1%)
Value$1.1M (+$380.0K)
Filed 2026-10-20
Aaron Wealth Advisors LLC
DECREASED
Shares4,450 from 5,803
Change-1,353 (-23%)
Value$1.1M (+$155.1K)
Filed 2026-10-13
Nvwm, LLC
DECREASED
Shares4,435 from 4,441
Change-6 (0%)
Value$1.1M (+$381.8K)
Filed 2026-10-14
Modera Wealth Management, LLC
INCREASED
Shares4,415 from 4,210
Change+205 (+5%)
Value$1.1M (+$415.5K)
Filed 2026-10-28
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares4,391 from 4,479
Change-88 (-2%)
Value$1.1M (+$363.9K)
Filed 2026-10-13
Philip James Wealth Mangement, LLC
DECREASED
Shares4,327 from 4,652
Change-325 (-7%)
Value$1.1M (+$318.4K)
Filed 2026-10-27
Princeton Global Asset Management LLC
INCREASED
Shares4,327 from 4,326
Change+1 (+0%)
Value$1.1M (+$373.3K)
Filed 2026-10-21
Arkfeld Wealth Strategies, L.L.C.
DECREASED
Shares4,321 from 4,361
Change-40 (-1%)
Value$1.2M (+$400.2K)
Filed 2026-10-19
Lincoln Capital LLC
UNCHANGED
Shares4,310 from 4,310
Change0 (0%)
Value$1.1M (+$367.9K)
Filed 2026-10-09
Klingman & Associates, LLC
INCREASED
Shares4,285 from 2,395
Change+1,890 (+79%)
Value$1.1M (+$689.1K)
Filed 2026-10-20
Aull & Monroe Investment Management Corp
DECREASED
Shares4,250 from 4,270
Change-20 (0%)
Value$1.1M (+$363.2K)
Filed 2026-10-16
Johnson & White Wealth Management, LLC
UNCHANGED
Shares4,235 from 4,235
Change0 (0%)
Value$1.1M (+$365.3K)
Filed 2026-11-03
Joel Isaacson & Co., LLC
DECREASED
Shares4,212 from 4,344
Change-132 (-3%)
Value$1.1M (+$341.1K)
Filed 2026-11-05
Frank, Rimerman Advisors LLC
INCREASED
Shares4,205 from 3,993
Change+212 (+5%)
Value$1.1M (+$398.6K)
Filed 2026-10-16
Root Financial Partners, LLC
INCREASED
Shares4,201 from 3,124
Change+1,077 (+34%)
Value$1.1M (+$544.3K)
Filed 2026-10-21
Alchemi Wealth, LLC
INCREASED
Shares4,186 from 4,178
Change+8 (+0%)
Value$1.1M (+$362.6K)
Filed 2026-11-04
Riversedge Advisors, LLC
INCREASED
Shares4,183 from 3,526
Change+657 (+19%)
Value$1.1M (+$471.9K)
Filed 2026-10-09
Burford Brothers, Inc.
INCREASED
Shares4,180 from 4,140
Change+40 (+1%)
Value$1.1M (+$367.4K)
Filed 2026-10-21
John G Ullman & Associates Inc
INCREASED
Shares4,156 from 3,897
Change+259 (+7%)
Value$1.1M (+$402.3K)
Filed 2026-11-04
Investors Research Corp
DECREASED
Shares4,125 from 4,650
Change-525 (-11%)
Value$1.1M (+$267.1K)
Filed 2026-10-07
Means Investment Co., Inc.
INCREASED
Shares4,121 from 4,118
Change+3 (+0%)
Value$1.1M (+$355.9K)
Filed 2026-11-03
Nilsine Partners, LLC
INCREASED
Shares4,102 from 4,068
Change+34 (+1%)
Value$1.0M (+$359.5K)
Filed 2026-11-02
Woodmont Investment Counsel LLC
INCREASED
Shares4,095 from 3,508
Change+587 (+17%)
Value$1.0M (+$452.5K)
Filed 2026-10-29
Peoples Financial Services Corp.
UNCHANGED
Shares4,075 from 4,075
Change0 (0%)
Value$1.0M (+$351.5K)
Filed 2026-10-20
Courier Capital LLC
INCREASED
Shares4,064 from 3,277
Change+787 (+24%)
Value$1.0M (+$483.6K)
Filed 2026-10-19
Advisor OS, LLC
DECREASED
Shares4,061 from 5,343
Change-1,282 (-24%)
Value$1.0M (+$133.6K)
Filed 2026-11-03
Palisade Asset Management, LLC
DECREASED
Shares4,030 from 4,035
Change-5 (0%)
Value$1.0M (+$346.8K)
Filed 2026-11-03
Harbor Investment Advisory, LLC
INCREASED
Shares4,026 from 3,235
Change+791 (+24%)
Value$1.0M (+$481.0K)
Filed 2026-10-13
Cannon Financial Strategists, Inc.
UNCHANGED
Shares4,024 from 4,024
Change0 (0%)
Value$1.0M (+$347.1K)
Filed 2026-10-19
Cushing Capital Partners, LLC
INCREASED
Shares4,014 from 3,977
Change+37 (+1%)
Value$1.0M (+$352.7K)
Filed 2026-10-20
Meridian Wealth Management, LLC
INCREASED
Shares4,004 from 3,804
Change+200 (+5%)
Value$1.0M (+$379.2K)
Filed 2026-11-05
GW Henssler & Associates LTD
INCREASED
Shares4,001 from 3,993
Change+8 (+0%)
Value$1.0M (+$346.5K)
Filed 2026-10-26
Abner Herrman & Brock LLC
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$1.0K (+$345)
Filed 2026-10-20
Marathon Strategic Advisors, LLC
DECREASED
Shares3,987 from 4,059
Change-72 (-2%)
Value$1.0M (+$331.7K)
Filed 2026-10-20
Argyle Capital Partners, LLC
DECREASED
Shares3,972 from 4,072
Change-100 (-2%)
Value$1.0M (+$325.7K)
Filed 2026-10-23
Capital Investment Advisors, LLC
INCREASED
Shares3,954 from 3,818
Change+136 (+4%)
Value$1.0M (+$364.1K)
Filed 2026-10-22
Southland Equity Partners LLC
INCREASED
Shares3,948 from 3,942
Change+6 (+0%)
Value$1.0M (+$341.5K)
Filed 2026-10-14
Capital Investment Advisory Services, LLC
INCREASED
Shares3,945 from 3,743
Change+202 (+5%)
Value$1.0M (+$374.4K)
Filed 2026-10-30
Gratus Wealth Advisors, LLC
INCREASED
Shares3,912 from 3,879
Change+33 (+1%)
Value$998.9K (+$343.1K)
Filed 2026-10-26
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares3,899 from 3,964
Change-65 (-2%)
Value$995.5K (+$325.3K)
Filed 2026-10-14
Islay Capital Management, LLC
UNCHANGED
Shares3,882 from 3,882
Change0 (0%)
Value$991.1K (+$334.9K)
Filed 2026-10-20
Syntegra Private Wealth Group, LLC
INCREASED
Shares3,876 from 3,866
Change+10 (+0%)
Value$989.6K (+$336.0K)
Filed 2026-10-13
Focus Financial Network, Inc.
INCREASED
Shares3,862 from 3,854
Change+8 (+0%)
Value$986.0K (+$334.4K)
Filed 2026-10-14
Roof Eidam Maycock Peralta, LLC
UNCHANGED
Shares3,843 from 3,843
Change0 (0%)
Value$981.2K (+$331.5K)
Filed 2026-10-15
Montchanin Asset Management, LLC
UNCHANGED
Shares3,830 from 3,830
Change0 (0%)
Value$978 (-$646.0K)
Filed 2026-11-02
Nicholas Hoffman & Company, Llc.
INCREASED
Shares3,827 from 3,823
Change+4 (+0%)
Value$977.1K (+$330.8K)
Filed 2026-10-30
Excalibur Management Corp
DECREASED
Shares3,788 from 3,887
Change-99 (-3%)
Value$967.1K (+$310.0K)
Filed 2026-11-02
Bria Capital Group, LLC
INCREASED
Shares3,788 from 3,733
Change+55 (+1%)
Value$967.1K (+$336.1K)
Filed 2026-10-22
Armor Investment Advisors, LLC
DECREASED
Shares3,787 from 4,136
Change-349 (-8%)
Value$966.9K (+$267.7K)
Filed 2026-10-27
Cigna Investments Inc
INCREASED
Shares3,737 from 3,724
Change+13 (+0%)
Value$954 (-$628.0K)
Filed 2026-10-19
Richwood Investment Advisors, LLC
DECREASED
Shares3,735 from 3,930
Change-195 (-5%)
Value$953.6K (+$289.2K)
Filed 2026-10-30
Brandywine OAK Private Wealth LLC
INCREASED
Shares3,720 from 3,718
Change+2 (+0%)
Value$949.7K (+$321.2K)
Filed 2026-10-23
Aprio Wealth Management, LLC
INCREASED
Shares3,702 from 3,593
Change+109 (+3%)
Value$945.2K (+$337.8K)
Filed 2026-10-28
Busey Bank
DECREASED
Shares3,697 from 3,757
Change-60 (-2%)
Value$943.9K (+$308.8K)
Filed 2026-10-26
State of Wyoming
NEW
Shares3,695
Change+3,695
Value$943.4K
Filed 2026-10-28
Tanager Wealth Management LLP
INCREASED
Shares3,685 from 3,341
Change+344 (+10%)
Value$940.8K (+$376.0K)
Filed 2026-10-19
HBW Advisory Services LLC
DECREASED
Shares3,670 from 3,819
Change-149 (-4%)
Value$937.0K (+$291.3K)
Filed 2026-10-15
Forza Wealth Management, LLC
INCREASED
Shares3,665 from 3,330
Change+335 (+10%)
Value$935.7K (+$372.8K)
Filed 2026-10-20
SBI Securities Co., Ltd.
INCREASED
Shares3,654 from 1,312
Change+2,342 (+179%)
Value$932.9K (+$711.1K)
Filed 2026-10-22
Cyndeo Wealth Partners, LLC
INCREASED
Shares3,644 from 3,152
Change+492 (+16%)
Value$930.4K (+$397.5K)
Filed 2026-10-16
Master's Wealth Management Inc.
DECREASED
Shares3,641 from 3,682
Change-41 (-1%)
Value$929.5K (+$307.0K)
Filed 2026-10-22
Demars Financial Group, LLC
UNCHANGED
Shares3,635 from 3,635
Change0 (0%)
Value$928.1K (+$313.6K)
Filed 2026-10-22
S.A. Mason LLC
UNCHANGED
Shares3,629 from 3,629
Change0 (0%)
Value$926.5K (+$313.0K)
Filed 2026-10-13
Moody National Bank Trust Division
INCREASED
Shares3,628 from 3,561
Change+67 (+2%)
Value$926.3K (+$324.3K)
Filed 2026-10-06
WP Advisors, LLC
DECREASED
Shares3,598 from 3,796
Change-198 (-5%)
Value$918.7K (+$277.0K)
Filed 2026-10-22
Accurate Wealth Management, LLC
INCREASED
Shares3,575 from 3,293
Change+282 (+9%)
Value$1.0M (+$425.8K)
Filed 2026-10-20
Welch Group, LLC
INCREASED
Shares3,574 from 3,118
Change+456 (+15%)
Value$912.4K (+$385.4K)
Filed 2026-10-29
Investment Research Partners LLC
DECREASED
Shares3,558 from 4,082
Change-524 (-13%)
Value$908.4K (+$218.4K)
Filed 2026-10-19
Biltmore Wealth Management, LLC
DECREASED
Shares3,557 from 3,820
Change-263 (-7%)
Value$908.0K (+$262.2K)
Filed 2026-10-09
Towne Trust Company, N.a
INCREASED
Shares3,547 from 3,375
Change+172 (+5%)
Value$905.6K (+$335.0K)
Filed 2026-10-28
CWA Asset Management Group, LLC
INCREASED
Shares3,533 from 3,461
Change+72 (+2%)
Value$902.0K (+$316.9K)
Filed 2026-10-19
Tred Avon Family Wealth, LLC
DECREASED
Shares3,524 from 4,144
Change-620 (-15%)
Value$899.7K (+$199.2K)
Filed 2026-10-20
Guardian Wealth Management, Inc.
DECREASED
Shares3,482 from 3,828
Change-346 (-9%)
Value$889.2K (+$242.0K)
Filed 2026-10-30
Capstone Wealth Management, LLC
UNCHANGED
Shares3,468 from 3,468
Change0 (0%)
Value$885.4K (+$299.2K)
Filed 2026-11-02
Mill Capital Management, LLC
UNCHANGED
Shares3,462 from 3,462
Change0 (0%)
Value$883.9K (+$298.6K)
Filed 2026-10-26
Hazlett, Burt & Watson, Inc.
DECREASED
Shares3,451 from 3,561
Change-110 (-3%)
Value$883 (-$591.1K)
Filed 2026-11-04
Iams Wealth Management, LLC
NEW
Shares3,446
Change+3,446
Value$879.8K
Filed 2026-10-15
Magnus Financial Group LLC
INCREASED
Shares3,437 from 2,810
Change+627 (+22%)
Value$877.4K (+$402.4K)
Filed 2026-10-21
Legacy Private Trust Co.
UNCHANGED
Shares3,405 from 3,405
Change0 (0%)
Value$869.3K (+$293.7K)
Filed 2026-10-06
Uncommon Cents Investing Inc
INCREASED
Shares3,402 from 3,362
Change+40 (+1%)
Value$868.6K (+$300.2K)
Filed 2026-10-20
HCR Wealth Advisors
INCREASED
Shares3,394 from 3,374
Change+20 (+1%)
Value$866.5K (+$296.1K)
Filed 2026-10-15
Waldron Private Wealth LLC
DECREASED
Shares3,392 from 3,507
Change-115 (-3%)
Value$866.0K (+$273.2K)
Filed 2026-11-02
Cadinha & Co LLC
DECREASED
Shares3,383 from 3,733
Change-350 (-9%)
Value$863.8K (+$232.7K)
Filed 2026-10-22
Personal CFO Solutions, LLC
DECREASED
Shares3,378 from 3,786
Change-408 (-11%)
Value$862.3K (+$222.4K)
Filed 2026-11-06
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares3,372 from 3,372
Change0 (0%)
Value$860.9K (+$290.9K)
Filed 2026-10-23
LexAurum Advisors, LLC
DECREASED
Shares3,371 from 3,451
Change-80 (-2%)
Value$860.7K (+$277.3K)
Filed 2026-10-19
Journey Advisory Group, LLC
DECREASED
Shares3,370 from 3,705
Change-335 (-9%)
Value$860.4K (+$234.1K)
Filed 2026-11-04
Wedgewood Investors Inc
UNCHANGED
Shares3,350 from 3,350
Change0 (0%)
Value$855.3K (+$289.0K)
Filed 2026-10-28
Riverwater Partners LLC
DECREASED
Shares3,349 from 3,500
Change-151 (-4%)
Value$855.0K (+$263.4K)
Filed 2026-11-03
Corbyn Investment Management Inc
DECREASED
Shares3,340 from 3,369
Change-29 (-1%)
Value$852.7K (+$283.2K)
Filed 2026-10-30
Rossmore Private Capital
UNCHANGED
Shares3,332 from 3,332
Change0 (0%)
Value$850.7K (+$287.4K)
Filed 2026-10-27
Allen Investment Management, LLC
UNCHANGED
Shares3,318 from 3,318
Change0 (0%)
Value$847.1K (+$286.2K)
Filed 2026-11-03
Aberdeen Group plc
DECREASED
Shares3,306 from 141,926
Change-138,620 (-98%)
Value$303.3K (-$23.7M)
Filed 2026-11-06
Clear Trail Advisors, LLC
INCREASED
Shares3,300 from 3,226
Change+74 (+2%)
Value$842.5K (+$297.2K)
Filed 2026-10-20
Atticus Wealth Management, LLC
INCREASED
Shares3,300 from 3,271
Change+29 (+1%)
Value$842.6K (+$289.6K)
Filed 2026-10-20
Obermeyer Wealth Partners
INCREASED
Shares3,267 from 3,235
Change+32 (+1%)
Value$834.1K (+$287.2K)
Filed 2026-10-21
Caitong International Asset Management Co., Ltd
DECREASED
Shares3,247 from 4,205
Change-958 (-23%)
Value$829.0K (+$118.1K)
Filed 2026-10-29
Northwest Wealth Management, LLC
INCREASED
Shares3,240 from 2,874
Change+366 (+13%)
Value$827.1K (+$341.3K)
Filed 2026-10-30
GHP Investment Advisors, Inc.
INCREASED
Shares3,237 from 3,182
Change+55 (+2%)
Value$826.4K (+$288.5K)
Filed 2026-10-15
MSH Capital Advisors LLC
DECREASED
Shares3,221 from 3,250
Change-29 (-1%)
Value$822.3K (+$273.0K)
Filed 2026-11-03
Vaughan David Investments LLC
UNCHANGED
Shares3,215 from 3,215
Change0 (0%)
Value$821 (-$542.2K)
Filed 2026-11-05
WBI Investments, LLC
INCREASED
Shares3,200 from 2,030
Change+1,170 (+58%)
Value$817.0K (+$473.8K)
Filed 2026-11-05
Plan Group Financial, LLC
INCREASED
Shares3,175 from 2,675
Change+500 (+19%)
Value$924.1K (+$471.8K)
Filed 2026-10-22
Clear Harbor Asset Management, LLC
INCREASED
Shares3,137 from 3,117
Change+20 (+1%)
Value$800.9K (+$274.0K)
Filed 2026-11-05
Integrity Alliance, Llc.
INCREASED
Shares3,130 from 2,377
Change+753 (+32%)
Value$799.3K (+$397.4K)
Filed 2026-10-29
Partners Wealth Management, LLC
INCREASED
Shares3,112 from 1,428
Change+1,684 (+118%)
Value$794.5K (+$553.1K)
Filed 2026-10-28
1900 Wealth Management LLC
INCREASED
Shares3,107 from 1,692
Change+1,415 (+84%)
Value$793.3K (+$507.2K)
Filed 2026-10-13
Marin Bay Wealth Advisors, LLC
DECREASED
Shares3,098 from 3,170
Change-72 (-2%)
Value$791.2K (+$255.2K)
Filed 2026-10-28
Robertson Stephens Wealth Management, LLC
DECREASED
Shares3,093 from 3,102
Change-9 (0%)
Value$789.7K (+$265.3K)
Filed 2026-10-16
Ascentis Independent Advisors
NEW
Shares3,089
Change+3,089
Value$788.6K
Filed 2026-11-03
Vista Investment Partners LLC
DECREASED
Shares3,089 from 3,129
Change-40 (-1%)
Value$788.7K (+$259.7K)
Filed 2026-10-08
LVZ, Inc.
DECREASED
Shares3,086 from 3,249
Change-163 (-5%)
Value$788.0K (+$238.7K)
Filed 2026-10-20
Calamos Wealth Management LLC
DECREASED
Shares3,080 from 3,084
Change-4 (0%)
Value$786.4K (+$265.0K)
Filed 2026-11-02
Univest Financial Corp
INCREASED
Shares3,068 from 2,971
Change+97 (+3%)
Value$783.4K (+$281.2K)
Filed 2026-11-05
SJS Investment Consulting Inc.
INCREASED
Shares3,067 from 1,937
Change+1,130 (+58%)
Value$783.0K (+$455.6K)
Filed 2026-10-26
SYM Financial Corp
DECREASED
Shares3,036 from 3,168
Change-132 (-4%)
Value$775.0K (+$239.5K)
Filed 2026-10-26
VAN Strum & Towne Inc.
UNCHANGED
Shares3,031 from 3,031
Change0 (0%)
Value$773.8K (+$261.5K)
Filed 2026-11-06
Hamilton Capital, LLC
DECREASED
Shares3,024 from 3,409
Change-385 (-11%)
Value$772.2K (+$195.8K)
Filed 2026-10-08
71 West Capital Partners
INCREASED
Shares3,008 from 2,365
Change+643 (+27%)
Value$768.0K (+$368.2K)
Filed 2026-11-04
Kanawha Capital Management LLC
UNCHANGED
Shares2,995 from 2,995
Change0 (0%)
Value$764.7K (+$258.3K)
Filed 2026-10-19
Measured Risk Portfolios, Inc.
DECREASED
Shares2,989 from 3,090
Change-101 (-3%)
Value$763.0K (+$240.7K)
Filed 2026-10-21
Plimoth Trust Co LLC
UNCHANGED
Shares2,984 from 2,984
Change0 (0%)
Value$761.8K (+$257.4K)
Filed 2026-10-26
Eddie Patel Inc
INCREASED
Shares2,980 from 2,251
Change+729 (+32%)
Value$760.8K (+$380.3K)
Filed 2026-11-02
RM Financial Services, LLC
DECREASED
Shares2,975 from 3,075
Change-100 (-3%)
Value$759.5K (+$239.7K)
Filed 2026-11-03
Aries Wealth Management
UNCHANGED
Shares2,973 from 2,973
Change0 (0%)
Value$759.0K (+$256.5K)
Filed 2026-10-23
Crestwood Advisors Group, LLC
INCREASED
Shares2,951 from 2,735
Change+216 (+8%)
Value$753.5K (+$291.1K)
Filed 2026-10-27
Alta Advisers Ltd
INCREASED
Shares2,919 from 1,545
Change+1,374 (+89%)
Value$745.3K (+$484.1K)
Filed 2026-11-02
MTM Investment Management, LLC
UNCHANGED
Shares2,912 from 2,912
Change0 (0%)
Value$743.5K (+$251.2K)
Filed 2026-10-30
Abel Hall, LLC
INCREASED
Shares2,907 from 2,906
Change+1 (+0%)
Value$742.2K (+$250.9K)
Filed 2026-10-19
Persium Advisors, LLC
UNCHANGED
Shares2,902 from 2,902
Change0 (0%)
Value$740.9K (+$250.3K)
Filed 2026-10-07
Linscomb Wealth, Inc.
DECREASED
Shares2,899 from 3,012
Change-113 (-4%)
Value$740.1K (+$231.0K)
Filed 2026-11-05
Retirement Planning Group, LLC
DECREASED
Shares2,898 from 3,043
Change-145 (-5%)
Value$740.0K (+$225.6K)
Filed 2026-10-19
McAdam, LLC
INCREASED
Shares2,898 from 2,789
Change+109 (+4%)
Value$740.0K (+$268.5K)
Filed 2026-10-21
SAX Wealth Advisors, LLC
INCREASED
Shares2,885 from 2,184
Change+701 (+32%)
Value$736.7K (+$338.8K)
Filed 2026-10-13
North Star Investment Management Corp.
DECREASED
Shares2,864 from 2,865
Change-1 (0%)
Value$731.1K (+$246.7K)
Filed 2026-10-27
Harrell Investment Partners, LLC
INCREASED
Shares2,861 from 2,858
Change+3 (+0%)
Value$730.4K (+$247.3K)
Filed 2026-10-15
Plato Investment Management Ltd
INCREASED
Shares2,854 from 2,833
Change+21 (+1%)
Value$731.5K (+$255.4K)
Filed 2026-11-05
Merrion Investment Management Co, LLC
UNCHANGED
Shares2,850 from 2,850
Change0 (0%)
Value$727.6K (+$245.8K)
Filed 2026-10-16
First National Bank Sioux Falls
DECREASED
Shares2,847 from 2,885
Change-38 (-1%)
Value$726.9K (+$255.7K)
Filed 2026-10-13
AGH Wealth Advisors, LLC
UNCHANGED
Shares2,846 from 2,846
Change0 (0%)
Value$726.6K (+$245.5K)
Filed 2026-10-26
Highland Capital Management, LLC
NEW
Shares2,837
Change+2,837
Value$724.3K
Filed 2026-10-26
Sterling Wealth Management, Inc.
UNCHANGED
Shares2,830 from 2,830
Change0 (0%)
Value$722.5K (+$244.1K)
Filed 2026-10-23
Granite Group Advisors, LLC
INCREASED
Shares2,829 from 2,828
Change+1 (+0%)
Value$722.2K (+$244.1K)
Filed 2026-10-14
Annex Advisory Services, LLC
DECREASED
Shares2,819 from 2,877
Change-58 (-2%)
Value$719.7K (+$233.4K)
Filed 2026-10-16
Blue Trust, Inc.
DECREASED
Shares2,816 from 3,368
Change-552 (-16%)
Value$718.9K (+$149.5K)
Filed 2026-10-15
Stockman Wealth Management, Inc.
UNCHANGED
Shares2,810 from 2,810
Change0 (0%)
Value$717.4K (+$242.4K)
Filed 2026-10-27
Diversified Enterprises, LLC
INCREASED
Shares2,809 from 2,628
Change+181 (+7%)
Value$717.2K (+$272.9K)
Filed 2026-10-19
Fourpath Capital Management, LLC
DECREASED
Shares2,799 from 2,890
Change-91 (-3%)
Value$714.7K (+$226.1K)
Filed 2026-10-19
Vestor Capital, LLC
DECREASED
Shares2,782 from 1,067,208
Change-1,064,426 (-100%)
Value$531 (-$3.1K)
Filed 2026-11-04
Independence Bank of Kentucky
DECREASED
Shares2,778 from 2,938
Change-160 (-5%)
Value$709.3K (+$212.6K)
Filed 2026-10-26
Versant Capital Management, Inc
DECREASED
Shares2,771 from 2,772
Change-1 (0%)
Value$707.5K (+$238.9K)
Filed 2026-10-02
Investment Partners, Ltd.
INCREASED
Shares2,744 from 1,554
Change+1,190 (+77%)
Value$700.5K (+$437.8K)
Filed 2026-10-29
Allegiance Financial Group Advisory Services LLC
INCREASED
Shares2,743 from 2,146
Change+597 (+28%)
Value$700.3K (+$337.5K)
Filed 2026-11-02
Connecticut Wealth Management, LLC
UNCHANGED
Shares2,743 from 2,743
Change0 (0%)
Value$700.3K (+$236.6K)
Filed 2026-10-13
Hartford Financial Management Inc.
DECREASED
Shares2,730 from 2,762
Change-32 (-1%)
Value$697.1K (+$230.1K)
Filed 2026-10-21
Mcdaniel Terry & Co
UNCHANGED
Shares2,730 from 2,730
Change0 (0%)
Value$697.0K (+$235.5K)
Filed 2026-11-05
Montag A & Associates Inc
INCREASED
Shares2,729 from 2,696
Change+33 (+1%)
Value$696.8K (+$241.0K)
Filed 2026-10-29
Thompson Siegel & Walmsley LLC
DECREASED
Shares2,722 from 2,776
Change-54 (-2%)
Value$695 (-$468.3K)
Filed 2026-11-05
Simplex Trading, LLC
INCREASED
Shares2,718 from 737
Change+1,981 (+269%)
Value$693.9K (+$569.3K)
Filed 2026-11-04
Avail Investment Partners, LLC
DECREASED
Shares2,708 from 3,009
Change-301 (-10%)
Value$691.4K (+$182.7K)
Filed 2026-10-16
Tennessee Valley Asset Management Partners
DECREASED
Shares2,704 from 2,839
Change-135 (-5%)
Value$690.3K (+$210.3K)
Filed 2026-11-03
Fulton Bank, N.A.
DECREASED
Shares2,697 from 3,308
Change-611 (-18%)
Value$688.6K (+$129.4K)
Filed 2026-10-14
Plancorp, LLC
INCREASED
Shares2,689 from 2,604
Change+85 (+3%)
Value$760.5K (+$244.3K)
Filed 2026-11-03
Oakworth Capital, Inc.
DECREASED
Shares2,670 from 2,690
Change-20 (-1%)
Value$681.7K (+$223.9K)
Filed 2026-10-26
Trust Point Inc.
INCREASED
Shares2,646 from 2,577
Change+69 (+3%)
Value$675.6K (+$239.9K)
Filed 2026-10-27
Howard Capital Management, LLC
DECREASED
Shares2,632 from 2,660
Change-28 (-1%)
Value$672.0K (+$222.3K)
Filed 2026-10-16
Hilton Head Capital Partners, LLC
DECREASED
Shares2,629 from 2,825
Change-196 (-7%)
Value$671.3K (+$193.8K)
Filed 2026-10-23
Avestar Capital, LLC
INCREASED
Shares2,619 from 2,446
Change+173 (+7%)
Value$668.7K (+$255.2K)
Filed 2026-10-28
Liberty Capital Management, Inc.
DECREASED
Shares2,618 from 2,772
Change-154 (-6%)
Value$668.4K (+$199.8K)
Filed 2026-11-02
E&G Advisors, LLC
UNCHANGED
Shares2,610 from 2,610
Change0 (0%)
Value$666.4K (+$225.1K)
Filed 2026-10-13
55 North Private Wealth, LLC
INCREASED
Shares2,604 from 2,472
Change+132 (+5%)
Value$664.8K (+$247.0K)
Filed 2026-10-20
USA Financial Formulas
NEW
Shares2,598
Change+2,598
Value$663.3K
Filed 2026-10-16
Lantern Wealth Advisors, LLC
INCREASED
Shares2,591 from 2,588
Change+3 (+0%)
Value$661.5K (+$223.9K)
Filed 2026-10-22
Wakefield Asset Management Lllp
UNCHANGED
Shares2,568 from 2,568
Change0 (0%)
Value$655.6K (+$221.5K)
Filed 2026-11-05
RMR Wealth Builders
DECREASED
Shares2,567 from 2,723
Change-156 (-6%)
Value$655.4K (+$195.1K)
Filed 2026-10-22
Weaver Consulting Group
DECREASED
Shares2,564 from 2,651
Change-87 (-3%)
Value$654.6K (+$206.5K)
Filed 2026-10-07
Northcape Wealth Management, LLC
DECREASED
Shares2,555 from 2,696
Change-141 (-5%)
Value$652.3K (+$196.6K)
Filed 2026-11-04
waypoint wealth counsel
INCREASED
Shares2,554 from 2,330
Change+224 (+10%)
Value$652.1K (+$258.2K)
Filed 2026-10-22
StoneX Group Inc.
INCREASED
Shares2,545 from 1,296
Change+1,249 (+96%)
Value$639.9K (+$420.8K)
Filed 2026-11-03
Providence First Trust Co
DECREASED
Shares2,543 from 3,231
Change-688 (-21%)
Value$649.3K (+$103.0K)
Filed 2026-11-02
Cooper Financial Group
DECREASED
Shares2,541 from 2,551
Change-10 (0%)
Value$648.7K (+$217.4K)
Filed 2026-10-07
Capital Advantage, Inc.
INCREASED
Shares2,537 from 2,437
Change+100 (+4%)
Value$647.7K (+$235.7K)
Filed 2026-10-14
Supplemental Annuity Collective Trust of NJ
DECREASED
Shares2,525 from 2,572
Change-47 (-2%)
Value$644.7K (+$209.9K)
Filed 2026-11-02
Folger Nolan Fleming Douglas Capital Management, Inc
UNCHANGED
Shares2,525 from 2,525
Change0 (0%)
Value$644.7K (+$217.8K)
Filed 2026-10-13
Family Legacy, Inc.
NEW
Shares2,516
Change+2,516
Value$642.4K
Filed 2026-10-13
Portside Wealth Group, LLC
INCREASED
Shares2,512 from 2,265
Change+247 (+11%)
Value$641.4K (+$258.5K)
Filed 2026-10-20
Uniting Wealth Partners, LLC
INCREASED
Shares2,505 from 2,309
Change+196 (+8%)
Value$639.6K (+$249.3K)
Filed 2026-11-06
Tritonpoint Wealth, LLC
INCREASED
Shares2,504 from 2,345
Change+159 (+7%)
Value$639.4K (+$242.9K)
Filed 2026-10-19
Gables Capital Management Inc.
DECREASED
Shares2,502 from 2,602
Change-100 (-4%)
Value$638.8K (+$198.9K)
Filed 2026-11-04
Ipswich Investment Management Co., Inc.
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$638.3K (+$215.7K)
Filed 2026-10-13
Patrick M Sweeney & Associates, Inc
INCREASED
Shares2,493 from 2,487
Change+6 (+0%)
Value$636.4K (+$216.0K)
Filed 2026-10-22
Triad Wealth Partners, LLC
INCREASED
Shares2,492 from 2,315
Change+177 (+8%)
Value$636.1K (+$158.8K)
Filed 2026-10-26
Stiles Financial Services Inc
INCREASED
Shares2,486 from 2,481
Change+5 (+0%)
Value$634.7K (+$215.3K)
Filed 2026-10-30
Mainsail Asset Management, LLC
DECREASED
Shares2,478 from 3,069
Change-591 (-19%)
Value$668.5K (+$33.7K)
Filed 2026-10-14
Cassaday & Co Wealth Management LLC
INCREASED
Shares2,477 from 2,078
Change+399 (+19%)
Value$632.4K (+$281.1K)
Filed 2026-10-27
Kohmann Bosshard Financial Services, LLC
UNCHANGED
Shares2,468 from 2,468
Change0 (0%)
Value$630.1K (+$212.9K)
Filed 2026-11-04
Pinnacle Bancorp, Inc.
UNCHANGED
Shares2,446 from 2,446
Change0 (0%)
Value$624.5K (+$211.0K)
Filed 2026-10-21
First Command Advisory Services, Inc.
INCREASED
Shares2,440 from 775
Change+1,665 (+215%)
Value$623.0K (+$491.9K)
Filed 2026-11-05
Aspire Private Capital, LLC
INCREASED
Shares2,439 from 1,656
Change+783 (+47%)
Value$622.7K (+$342.8K)
Filed 2026-11-05
Letson Investment Management, Inc.
UNCHANGED
Shares2,429 from 2,429
Change0 (0%)
Value$620.1K (+$209.5K)
Filed 2026-11-05
LVW Advisors, LLC
INCREASED
Shares2,428 from 1,933
Change+495 (+26%)
Value$619.9K (+$293.1K)
Filed 2026-10-19
Archer Investment Corp
INCREASED
Shares2,411 from 759
Change+1,652 (+218%)
Value$615.5K (+$487.1K)
Filed 2026-11-05
Successful Portfolios LLC
DECREASED
Shares2,402 from 2,451
Change-49 (-2%)
Value$647.4K (+$183.7K)
Filed 2026-10-09
Sterling Investment Management, LLC
NEW
Shares2,400
Change+2,400
Value$612.7K
Filed 2026-10-16
Trust Co of Oklahoma
DECREASED
Shares2,374 from 2,483
Change-109 (-4%)
Value$606.1K (+$186.4K)
Filed 2026-10-15
Cross Staff Investments Inc
UNCHANGED
Shares2,363 from 2,363
Change0 (0%)
Value$603.3K (+$203.8K)
Filed 2026-10-22
Hanson & Doremus Investment Management
DECREASED
Shares2,360 from 2,384
Change-24 (-1%)
Value$603 (-$402.4K)
Filed 2026-10-16
Chronos Wealth Management, LLC
UNCHANGED
Shares2,359 from 2,359
Change0 (0%)
Value$602.3K (+$203.5K)
Filed 2026-10-20
Quantum Financial Partners LLC
INCREASED
Shares2,357 from 1,795
Change+562 (+31%)
Value$601.8K (+$298.3K)
Filed 2026-10-19
Laurel Wealth Advisors LLC
INCREASED
Shares2,350 from 2,320
Change+30 (+1%)
Value$600.0K (+$207.8K)
Filed 2026-10-27
Davis Investment Partners, LLC
DECREASED
Shares2,348 from 5,402
Change-3,054 (-57%)
Value$599.5K (-$313.7K)
Filed 2026-11-05
Banyan Capital Management, Inc.
DECREASED
Shares2,345 from 2,495
Change-150 (-6%)
Value$598.7K (+$176.9K)
Filed 2026-11-05
Childress Capital Advisors, LLC
INCREASED
Shares2,343 from 1,558
Change+785 (+50%)
Value$598.2K (+$334.8K)
Filed 2026-10-28
10Elms LLP
UNCHANGED
Shares2,337 from 2,337
Change0 (0%)
Value$596.7K (+$201.6K)
Filed 2026-11-06
Greenfield Savings Bank
UNCHANGED
Shares2,333 from 2,333
Change0 (0%)
Value$595.6K (+$201.2K)
Filed 2026-10-07
Jacobs & Co
UNCHANGED
Shares2,307 from 2,307
Change0 (0%)
Value$589 (+$200)
Filed 2026-10-09
Quilter Plc
UNCHANGED
Shares2,302 from 2,302
Change0 (0%)
Value$587.7K (+$198.6K)
Filed 2026-10-21
Texas Bank & Trust Co
NEW
Shares2,283
Change+2,283
Value$582.9K
Filed 2026-11-04
Allegheny Financial Group
UNCHANGED
Shares2,283 from 2,283
Change0 (0%)
Value$583.0K (+$197.0K)
Filed 2026-11-05
Fragasso Financial Advisors Inc
INCREASED
Shares2,282 from 1,600
Change+682 (+43%)
Value$634.8K (+$364.4K)
Filed 2026-10-13
Greenwood Gearhart LLC
DECREASED
Shares2,282 from 2,863
Change-581 (-20%)
Value$582.5K (+$98.5K)
Filed 2026-11-02
Beaumont Financial Advisors, LLC
INCREASED
Shares2,271 from 2,270
Change+1 (+0%)
Value$579.8K (+$196.1K)
Filed 2026-10-22
Walker Asset Management, LLC
DECREASED
Shares2,266 from 2,336
Change-70 (-3%)
Value$578.5K (+$183.6K)
Filed 2026-10-13
Breakwater Capital Group
DECREASED
Shares2,255 from 2,402
Change-147 (-6%)
Value$575.7K (+$169.7K)
Filed 2026-10-09
Ashton Thomas Securities, LLC
INCREASED
Shares2,255 from 2,134
Change+121 (+6%)
Value$575.6K (+$217.0K)
Filed 2026-10-26
Aljian Capital Management, LLC
INCREASED
Shares2,253 from 2,250
Change+3 (+0%)
Value$575.1K (+$194.8K)
Filed 2026-10-28
BNB Wealth Management, LLC
INCREASED
Shares2,247 from 2,242
Change+5 (+0%)
Value$573.8K (+$194.8K)
Filed 2026-10-28
Adkins Seale Capital Management LLC
UNCHANGED
Shares2,246 from 2,246
Change0 (0%)
Value$573.4K (+$193.7K)
Filed 2026-10-27
Collaborative Fund Advisors, LLC
NEW
Shares2,241
Change+2,241
Value$572.2K
Filed 2026-11-02
Facet Wealth, Inc.
INCREASED
Shares2,223 from 2,068
Change+155 (+8%)
Value$567.6K (+$218.0K)
Filed 2026-11-04
Lawood & Co
UNCHANGED
Shares2,222 from 2,222
Change0 (0%)
Value$567.3K (+$191.7K)
Filed 2026-10-09
Summit Wealth Group LLC / Co
INCREASED
Shares2,221 from 1,997
Change+224 (+11%)
Value$567.0K (+$229.5K)
Filed 2026-10-29
Catalyst Financial Partners LLC
INCREASED
Shares2,193 from 2,133
Change+60 (+3%)
Value$559.9K (+$199.3K)
Filed 2026-11-06
NovaPoint Capital, LLC
INCREASED
Shares2,190 from 1,985
Change+205 (+10%)
Value$559.1K (+$223.6K)
Filed 2026-10-22
Zullo Investment Group, Inc.
INCREASED
Shares2,187 from 2,185
Change+2 (+0%)
Value$558.6K (+$189.2K)
Filed 2026-10-20
PFG Private Wealth Management, LLC
DECREASED
Shares2,175 from 2,376
Change-201 (-8%)
Value$555.3K (+$153.6K)
Filed 2026-10-15
Cadent Capital Advisors, LLC
INCREASED
Shares2,175 from 2,169
Change+6 (+0%)
Value$555.2K (+$188.6K)
Filed 2026-10-09
Flywheel Private Wealth LLC
UNCHANGED
Shares2,168 from 2,168
Change0 (0%)
Value$553.5K (+$187.0K)
Filed 2026-11-02
NLB Skladi, upravljanje premozenja, d.o.o.
INCREASED
Shares2,162 from 1,700
Change+462 (+27%)
Value$552.0K (+$264.6K)
Filed 2026-10-22
CrossGen Wealth, LLC
INCREASED
Shares2,156 from 2,137
Change+19 (+1%)
Value$550.5K (+$189.2K)
Filed 2026-10-30
Tributary Capital Management, LLC
UNCHANGED
Shares2,155 from 2,155
Change0 (0%)
Value$550.2K (+$185.9K)
Filed 2026-10-28
Live Oak Private Wealth LLC
DECREASED
Shares2,134 from 2,254
Change-120 (-5%)
Value$544.8K (+$163.8K)
Filed 2026-11-02
Bison Wealth, LLC
INCREASED
Shares2,133 from 2,050
Change+83 (+4%)
Value$600.4K (+$237.0K)
Filed 2026-10-13
Worth Asset Management, LLC
NEW
Shares2,121
Change+2,121
Value$541.4K
Filed 2026-10-07
Register Financial Advisors LLC
INCREASED
Shares2,121 from 2,111
Change+10 (+0%)
Value$541.6K (+$184.7K)
Filed 2026-10-23
Oslo Pensjonsforsikring AS
DECREASED
Shares2,116 from 2,686
Change-570 (-21%)
Value$540.2K (+$86.2K)
Filed 2026-10-15
SeaCrest Wealth Management, LLC
INCREASED
Shares2,112 from 2,070
Change+42 (+2%)
Value$539.2K (+$189.2K)
Filed 2026-10-21
MV Capital Management, Inc.
DECREASED
Shares2,109 from 2,217
Change-108 (-5%)
Value$538.4K (+$163.7K)
Filed 2026-10-29
SmartHarvest Portfolios, LLC
DECREASED
Shares2,106 from 2,251
Change-145 (-6%)
Value$537.6K (+$157.1K)
Filed 2026-10-26
Post Resch Tallon Group Inc.
UNCHANGED
Shares2,103 from 2,103
Change0 (0%)
Value$536.9K (+$181.4K)
Filed 2026-10-09
Old Port Advisors
INCREASED
Shares2,094 from 2,063
Change+31 (+2%)
Value$534.6K (+$185.9K)
Filed 2026-10-23
Peterson Wealth Services
INCREASED
Shares2,079 from 1,799
Change+280 (+16%)
Value$530.7K (+$226.5K)
Filed 2026-10-26
Elm3 Financial Group, LLC
NEW
Shares2,075
Change+2,075
Value$529.8K
Filed 2026-10-07
Deseret Mutual Benefit Administrators
DECREASED
Shares2,071 from 2,362
Change-291 (-12%)
Value$528.7K (+$129.5K)
Filed 2026-11-04
Waters Parkerson & Co., LLC
DECREASED
Shares2,067 from 2,111
Change-44 (-2%)
Value$527.7K (+$170.9K)
Filed 2026-11-04
Stone Wealth Partners
NEW
Shares2,061
Change+2,061
Value$523.1K
Filed 2026-11-05
Prevail Innovative Wealth Advisors, LLC
NEW
Shares2,058
Change+2,058
Value$559.0K
Filed 2026-10-20
Nemes Rush Group LLC
DECREASED
Shares2,050 from 2,069
Change-19 (-1%)
Value$523.4K (+$173.5K)
Filed 2026-11-04
Moss Adams Wealth Advisors LLC
INCREASED
Shares2,049 from 1,923
Change+126 (+7%)
Value$523.0K (+$198.0K)
Filed 2026-10-28
Richards, Merrill & Peterson, Inc.
UNCHANGED
Shares2,045 from 2,045
Change0 (0%)
Value$522.2K (+$176.5K)
Filed 2026-10-19
Defender Capital, Llc.
UNCHANGED
Shares2,036 from 2,036
Change0 (0%)
Value$519.8K (+$175.6K)
Filed 2026-10-01
Cabot Wealth Management Inc
UNCHANGED
Shares2,035 from 2,035
Change0 (0%)
Value$519.6K (+$175.5K)
Filed 2026-11-05
Townsend Asset Management Corp
INCREASED
Shares2,033 from 1,956
Change+77 (+4%)
Value$519.1K (+$188.4K)
Filed 2026-10-29
Leisure Capital Management
DECREASED
Shares2,032 from 2,121
Change-89 (-4%)
Value$518.8K (+$160.2K)
Filed 2026-11-03
First Financial Bank - Trust Division
DECREASED
Shares2,030 from 2,205
Change-175 (-8%)
Value$518.3K (+$145.5K)
Filed 2026-10-01
Werba Rubin Papier Wealth Management
DECREASED
Shares2,026 from 2,244
Change-218 (-10%)
Value$517.1K (+$137.8K)
Filed 2026-11-06
Investors Asset Management of Georgia Inc
UNCHANGED
Shares2,024 from 2,024
Change0 (0%)
Value$516.7K (+$174.6K)
Filed 2026-10-20
MQS Management LLC
NEW
Shares2,018
Change+2,018
Value$515.2K
Filed 2026-11-06
BIP Wealth, LLC
DECREASED
Shares2,013 from 2,099
Change-86 (-4%)
Value$513.9K (+$159.1K)
Filed 2026-10-22
Davidson Trust Co
UNCHANGED
Shares2,011 from 2,011
Change0 (0%)
Value$513.4K (+$173.5K)
Filed 2026-10-09
Gilliland Jeter Wealth Management LLC
UNCHANGED
Shares2,010 from 2,010
Change0 (0%)
Value$513.2K (+$173.4K)
Filed 2026-10-28
LifeGoal Investments, LLC
INCREASED
Shares2,003 from 1,586
Change+417 (+26%)
Value$511.4K (+$243.3K)
Filed 2026-10-09
Credit Capital Investments LLC
NEW
Shares2,000
Change+2,000
Value$510.6K
Filed 2026-10-22
Traynor Capital Management, Inc.
INCREASED
Shares1,999 from 1,774
Change+225 (+13%)
Value$510.4K (+$210.4K)
Filed 2026-10-29
Central Bank & Trust Co
UNCHANGED
Shares1,990 from 1,990
Change0 (0%)
Value$508.1K (+$171.7K)
Filed 2026-10-09
Verus Capital Partners, LLC
INCREASED
Shares1,984 from 1,980
Change+4 (+0%)
Value$506.4K (+$171.8K)
Filed 2026-11-03
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED
Shares1,984 from 1,984
Change0 (0%)
Value$507 (-$334.5K)
Filed 2026-10-14
Benchmark Financial, LLC
UNCHANGED
Shares1,961 from 1,961
Change0 (0%)
Value$500.7K (+$169.2K)
Filed 2026-10-16
Sather Financial Group Inc
UNCHANGED
Shares1,955 from 1,955
Change0 (0%)
Value$499.1K (+$168.6K)
Filed 2026-10-30
Sterling Investment Advisors, Ltd.
DECREASED
Shares1,947 from 2,189
Change-242 (-11%)
Value$497.1K (+$127.0K)
Filed 2026-10-27
Douglas Lane & Associates, LLC
UNCHANGED
Shares1,940 from 1,940
Change0 (0%)
Value$495.3K (+$167.3K)
Filed 2026-10-09
Net Worth Advisory Group
DECREASED
Shares1,939 from 2,706
Change-767 (-28%)
Value$512.4K (+$54.9K)
Filed 2026-10-20
BKM Wealth Management, LLC
INCREASED
Shares1,936 from 1,933
Change+3 (+0%)
Value$494.3K (+$167.5K)
Filed 2026-10-22
Legacy Capital Wealth Partners, LLC
DECREASED
Shares1,933 from 2,305
Change-372 (-16%)
Value$493.5K (+$103.8K)
Filed 2026-10-21
Abacus Planning Group, Inc.
DECREASED
Shares1,929 from 1,958
Change-29 (-1%)
Value$492.5K (+$161.5K)
Filed 2026-11-02
Vanguard Capital Wealth Advisors
DECREASED
Shares1,926 from 2,156
Change-230 (-11%)
Value$491.7K (+$127.2K)
Filed 2026-10-16
Conning Inc.
UNCHANGED
Shares1,920 from 1,920
Change0 (0%)
Value$490.2K (+$165.6K)
Filed 2026-10-27
Chiron Capital Management, LLC
UNCHANGED
Shares1,905 from 1,905
Change0 (0%)
Value$486.4K (+$164.3K)
Filed 2026-10-15
SVB Wealth LLC
DECREASED
Shares1,900 from 2,164
Change-264 (-12%)
Value$485.2K (+$119.3K)
Filed 2026-11-06
Indiana Trust & Investment Management Co
UNCHANGED
Shares1,900 from 1,900
Change0 (0%)
Value$485.1K (+$163.9K)
Filed 2026-10-22
Claro Advisors Inc.
INCREASED
Shares1,898 from 1,531
Change+367 (+24%)
Value$484.5K (+$225.7K)
Filed 2026-11-02
Beirne Wealth Consulting Services, LLC
DECREASED
Shares1,898 from 1,913
Change-15 (-1%)
Value$484.6K (+$161.2K)
Filed 2026-10-19
Goelzer Investment Management, Inc.
DECREASED
Shares1,897 from 2,139
Change-242 (-11%)
Value$484.3K (+$122.7K)
Filed 2026-10-16
Westover Capital Advisors, LLC
DECREASED
Shares1,897 from 1,909
Change-12 (-1%)
Value$484.3K (+$161.6K)
Filed 2026-10-26
Greenfield Seitz Capital Management, LLC
UNCHANGED
Shares1,894 from 1,894
Change0 (0%)
Value$483.6K (+$163.4K)
Filed 2026-10-29
Merrithew & Thorsten Inc
INCREASED
Shares1,892 from 1,889
Change+3 (+0%)
Value$483.3K (+$164.3K)
Filed 2026-11-06
Naples Global Advisors, LLC
INCREASED
Shares1,882 from 1,809
Change+73 (+4%)
Value$480.5K (+$174.6K)
Filed 2026-11-05
Summit Asset Management, LLC
INCREASED
Shares1,882 from 1,878
Change+4 (+0%)
Value$480.6K (+$163.1K)
Filed 2026-11-05
Sound Income Strategies, LLC
INCREASED
Shares1,881 from 1,810
Change+71 (+4%)
Value$529.7K (+$223.7K)
Filed 2026-10-09
Columbia Asset Management
UNCHANGED
Shares1,878 from 1,878
Change0 (0%)
Value$479.5K (+$162.0K)
Filed 2026-10-19
WBH Advisory Inc
UNCHANGED
Shares1,873 from 1,873
Change0 (0%)
Value$478.2K (+$161.6K)
Filed 2026-11-05
TCV Trust & Wealth Management, Inc.
UNCHANGED
Shares1,871 from 1,871
Change0 (0%)
Value$477.7K (+$161.4K)
Filed 2026-10-16
Tranquility Partners, LLC
UNCHANGED
Shares1,866 from 1,866
Change0 (0%)
Value$476.4K (+$161.0K)
Filed 2026-10-20
Gallagher Capital Advisors, LLC
DECREASED
Shares1,864 from 1,871
Change-7 (0%)
Value$476.0K (+$159.7K)
Filed 2026-10-09
Pinion Investment Advisors, LLC
INCREASED
Shares1,858 from 1,738
Change+120 (+7%)
Value$474.4K (+$180.6K)
Filed 2026-11-04
Glass Jacobson Investment Advisors llc
INCREASED
Shares1,856 from 1,842
Change+14 (+1%)
Value$474.0K (+$162.7K)
Filed 2026-10-26
AdvisorNet Financial, Inc
INCREASED
Shares1,855 from 1,353
Change+502 (+37%)
Value$551.5K (+$322.7K)
Filed 2026-10-15
Washington Trust Co
UNCHANGED
Shares1,855 from 1,855
Change0 (0%)
Value$473.6K (+$160.0K)
Filed 2026-10-22
Turtle Creek Wealth Advisors, LLC
DECREASED
Shares1,843 from 1,973
Change-130 (-7%)
Value$470.5K (+$137.0K)
Filed 2026-10-15
Gaddis Premier Wealth Advisors LLC
INCREASED
Shares1,841 from 1,829
Change+12 (+1%)
Value$469.9K (+$160.6K)
Filed 2026-10-29
Levin Capital Strategies, L.P.
DECREASED
Shares1,839 from 8,762
Change-6,923 (-79%)
Value$469.5K (-$1.0M)
Filed 2026-11-02
Argentarii, LLC
INCREASED
Shares1,839 from 1,838
Change+1 (+0%)
Value$469.6K (+$57.2K)
Filed 2026-10-28
Trueblood Wealth Management, LLC
INCREASED
Shares1,833 from 1,829
Change+4 (+0%)
Value$468.0K (+$158.8K)
Filed 2026-10-23
Manske Wealth Management
DECREASED
Shares1,818 from 2,079
Change-261 (-13%)
Value$464.2K (+$112.7K)
Filed 2026-10-26
Wolff Financial Management LLC
UNCHANGED
Shares1,815 from 1,815
Change0 (0%)
Value$463.4K (+$156.6K)
Filed 2026-10-23
Plan A Wealth LLC
DECREASED
Shares1,803 from 1,823
Change-20 (-1%)
Value$460.3K (+$152.1K)
Filed 2026-10-08
Optima Capital LLC
DECREASED
Shares1,792 from 2,077
Change-285 (-14%)
Value$457.4K (+$106.2K)
Filed 2026-10-29
Radnor Capital Management, LLC
UNCHANGED
Shares1,792 from 1,792
Change0 (0%)
Value$457.5K (+$154.6K)
Filed 2026-10-23
West Bancorporation Inc
NEW
Shares1,785
Change+1,785
Value$455.7K
Filed 2026-10-29
Pflug Koory, LLC
DECREASED
Shares1,784 from 2,094
Change-310 (-15%)
Value$455.6K (+$101.5K)
Filed 2026-10-26
Burke & Herbert Bank & Trust Co
DECREASED
Shares1,783 from 1,957
Change-174 (-9%)
Value$455.2K (+$124.4K)
Filed 2026-11-02
Bond & Devick Financial Network, Inc.
INCREASED
Shares1,776 from 1,576
Change+200 (+13%)
Value$453.4K (+$187.0K)
Filed 2026-10-23
Fideuram Asset Management (Ireland) dac
DECREASED
Shares1,766 from 9,540
Change-7,774 (-81%)
Value$447.2K (-$1.2M)
Filed 2026-10-29
Tarbox Family Office, Inc.
UNCHANGED
Shares1,763 from 1,763
Change0 (0%)
Value$450.1K (+$152.1K)
Filed 2026-10-23
AMI Investment Management Inc
INCREASED
Shares1,752 from 1,699
Change+53 (+3%)
Value$447.3K (+$160.1K)
Filed 2026-10-27
Resonant Capital Advisors, LLC
INCREASED
Shares1,733 from 1,546
Change+187 (+12%)
Value$442.5K (+$181.1K)
Filed 2026-10-15
Almanack Investment Partners, Llc.
INCREASED
Shares1,728 from 1,591
Change+137 (+9%)
Value$441.3K (+$172.3K)
Filed 2026-11-03
Jamison Private Wealth Management, Inc.
INCREASED
Shares1,722 from 1,720
Change+2 (+0%)
Value$439.7K (+$149.0K)
Filed 2026-10-14
Regatta Capital Group, LLC
INCREASED
Shares1,719 from 1,427
Change+292 (+20%)
Value$438.9K (+$197.6K)
Filed 2026-10-23
Signature Wealth Management Partners, LLC
DECREASED
Shares1,715 from 1,765
Change-50 (-3%)
Value$437.9K (+$139.5K)
Filed 2026-10-21
Powers Advisory Group, LLC
INCREASED
Shares1,711 from 1,625
Change+86 (+5%)
Value$436.9K (+$162.2K)
Filed 2026-10-14
Sentry LLC
UNCHANGED
Shares1,710 from 1,710
Change0 (0%)
Value$436.6K (+$147.5K)
Filed 2026-10-30
Rothwell Investment Advisors, LLC
NEW
Shares1,707
Change+1,707
Value$435.8K
Filed 2026-11-06
TCI Wealth Advisors, Inc.
DECREASED
Shares1,705 from 1,898
Change-193 (-10%)
Value$435.3K (+$114.4K)
Filed 2026-10-30
Verity Asset Management, Inc.
INCREASED
Shares1,704 from 1,611
Change+93 (+6%)
Value$435.0K (+$162.7K)
Filed 2026-10-30
SkyOak Wealth, LLC
UNCHANGED
Shares1,703 from 1,703
Change0 (0%)
Value$434.8K (+$146.9K)
Filed 2026-10-28
Wealthcare Capital Partners, LLC
INCREASED
Shares1,700 from 1,638
Change+62 (+4%)
Value$433.9K (+$157.1K)
Filed 2026-10-21
BLB&B Advisors, LLC
INCREASED
Shares1,695 from 1,693
Change+2 (+0%)
Value$432.7K (+$146.5K)
Filed 2026-10-27
Great Diamond Partners, LLC
INCREASED
Shares1,676 from 1,673
Change+3 (+0%)
Value$427.9K (+$145.1K)
Filed 2026-10-13
Keating Investment Counselors Inc
DECREASED
Shares1,672 from 1,837
Change-165 (-9%)
Value$426.9K (+$116.3K)
Filed 2026-10-14
True Wealth Design, LLC
INCREASED
Shares1,669 from 1,637
Change+32 (+2%)
Value$426.1K (+$149.4K)
Filed 2026-10-13
Cullen Investment Group, Ltd.
INCREASED
Shares1,669 from 1,644
Change+25 (+2%)
Value$469.7K (+$191.9K)
Filed 2026-10-13
Provenance Wealth Advisors, LLC
INCREASED
Shares1,665 from 6
Change+1,659 (+27650%)
Value$425.1K (+$424.1K)
Filed 2026-10-30
Websterrogers Financial Advisors, LLC
UNCHANGED
Shares1,659 from 1,659
Change0 (0%)
Value$423.6K (+$143.1K)
Filed 2026-11-02
Embree Financial Group
INCREASED
Shares1,657 from 1,647
Change+10 (+1%)
Value$423.2K (+$144.7K)
Filed 2026-10-22
Westside Investment Management, Inc.
INCREASED
Shares1,644 from 1,594
Change+50 (+3%)
Value$424.1K (+$154.6K)
Filed 2026-11-02
First Business Financial Services, Inc.
DECREASED
Shares1,642 from 1,725
Change-83 (-5%)
Value$419.2K (+$127.6K)
Filed 2026-10-29
Elyxium Wealth, LLC
INCREASED
Shares1,640 from 1,615
Change+25 (+2%)
Value$418.7K (+$145.7K)
Filed 2026-10-27
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED
Shares1,639 from 1,639
Change0 (0%)
Value$418.5K (+$141.4K)
Filed 2026-10-28
TritonPoint Partners, LLC
DECREASED
Shares1,632 from 2,675
Change-1,043 (-39%)
Value$416.8K (-$35.5K)
Filed 2026-11-05
Key Client Fiduciary Advisors, LLC
INCREASED
Shares1,632 from 1,624
Change+8 (+0%)
Value$416.8K (+$142.2K)
Filed 2026-10-19
Smith Salley Wealth Management
NEW
Shares1,621
Change+1,621
Value$414.0K
Filed 2026-11-03
Range Financial Group LLC
NEW
Shares1,617
Change+1,617
Value$412.9K
Filed 2026-10-21
Raleigh Capital Management Inc.
INCREASED
Shares1,612 from 1,185
Change+427 (+36%)
Value$411.7K (+$211.3K)
Filed 2026-10-28
CWS Financial Advisors, LLC
INCREASED
Shares1,611 from 1,423
Change+188 (+13%)
Value$411.3K (+$170.7K)
Filed 2026-10-16
CRA Financial Services, LLC
DECREASED
Shares1,610 from 1,618
Change-8 (0%)
Value$411.0K (+$137.5K)
Filed 2026-10-16
Cornerstone Advisory, LLC
INCREASED
Shares1,604 from 1,283
Change+321 (+25%)
Value$409.5K (+$192.6K)
Filed 2026-11-06
Foster Group, Inc.
INCREASED
Shares1,589 from 1,518
Change+71 (+5%)
Value$405.6K (+$149.0K)
Filed 2026-10-13
Independent Wealth Network Inc.
DECREASED
Shares1,589 from 1,605
Change-16 (-1%)
Value$405.6K (+$134.2K)
Filed 2026-10-19
Commonwealth Financial Services, LLC
DECREASED
Shares1,583 from 1,627
Change-44 (-3%)
Value$404.2K (+$129.1K)
Filed 2026-10-20
Saxony Capital Management, LLC
NEW
Shares1,582
Change+1,582
Value$403.9K
Filed 2026-10-15
Asset Advisors Investment Management, LLC
DECREASED
Shares1,575 from 1,673
Change-98 (-6%)
Value$402.1K (+$119.3K)
Filed 2026-10-19
Cherry Tree Wealth Management, LLC
DECREASED
Shares1,571 from 1,629
Change-58 (-4%)
Value$401.1K (+$125.7K)
Filed 2026-10-15
Sunpointe, LLC
NEW
Shares1,566
Change+1,566
Value$399.8K
Filed 2026-10-22
Traveka Wealth, LLC
DECREASED
Shares1,564 from 1,565
Change-1 (0%)
Value$399.4K (+$134.8K)
Filed 2026-10-19
StoneRidge PMG Advisors, LLC
NEW
Shares1,561
Change+1,561
Value$399
Filed 2026-11-04
Huntleigh Advisors, Inc.
DECREASED
Shares1,560 from 2,318
Change-758 (-33%)
Value$398.2K (+$6.4K)
Filed 2026-11-03
3Chopt Investment Partners, LLC
NEW
Shares1,554
Change+1,554
Value$396.8K
Filed 2026-10-30
Arbor Investment Advisors, LLC
UNCHANGED
Shares1,547 from 1,547
Change0 (0%)
Value$394.9K (+$133.4K)
Filed 2026-10-26
Olympiad Research LP
NEW
Shares1,533
Change+1,533
Value$391.4K
Filed 2026-11-04
Eastern Bank
INCREASED
Shares1,526 from 1,356
Change+170 (+13%)
Value$389.6K (+$160.4K)
Filed 2026-10-05
Fermata Advisors, LLC
INCREASED
Shares1,525 from 1,312
Change+213 (+16%)
Value$389.4K (+$167.6K)
Filed 2026-10-13
Warwick Investment Management, Inc.
DECREASED
Shares1,516 from 1,786
Change-270 (-15%)
Value$387.1K (+$85.1K)
Filed 2026-10-19
Schorn Wealth LLC
UNCHANGED
Shares1,516 from 1,516
Change0 (0%)
Value$387.1K (+$130.8K)
Filed 2026-10-14
Kaufman Rossin Wealth, LLC
NEW
Shares1,510
Change+1,510
Value$385.5K
Filed 2026-10-19
Bank of New Hampshire
DECREASED
Shares1,507 from 1,517
Change-10 (-1%)
Value$384.8K (+$128.3K)
Filed 2026-10-06
Masterinvest Kapitalanlage GmbH
DECREASED
Shares1,500 from 2,513
Change-1,013 (-40%)
Value$383.0K (-$41.9K)
Filed 2026-11-03
Staley Capital Advisers Inc
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$383.0K (+$129.4K)
Filed 2026-11-06
Edge Wealth Management LLC
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$388.4K (+$134.8K)
Filed 2026-10-13
Financial Management Network Inc
DECREASED
Shares1,495 from 1,498
Change-3 (0%)
Value$399.1K (+$87.1K)
Filed 2026-10-09
Cromwell Holdings LLC
DECREASED
Shares1,476 from 1,529
Change-53 (-3%)
Value$376.8K (+$118.4K)
Filed 2026-10-28
Enterprise Financial Services Corp
INCREASED
Shares1,471 from 1,360
Change+111 (+8%)
Value$375.6K (+$145.7K)
Filed 2026-11-03
Hardin Capital Partners, LLC
DECREASED
Shares1,471 from 1,571
Change-100 (-6%)
Value$375.6K (+$108.5K)
Filed 2026-10-09
Cambridge Financial Group, LLC
UNCHANGED
Shares1,471 from 1,471
Change0 (0%)
Value$248.7K ($0)
Filed 2026-10-06
Riverbend Wealth Management, LLC
DECREASED
Shares1,470 from 1,775
Change-305 (-17%)
Value$375.3K (+$75.2K)
Filed 2026-10-15
Blackston Financial Advisory Group, LLC
DECREASED
Shares1,450 from 1,499
Change-49 (-3%)
Value$370.2K (+$116.7K)
Filed 2026-11-04
Seven Mile Advisory
DECREASED
Shares1,446 from 1,495
Change-49 (-3%)
Value$369.2K (+$116.4K)
Filed 2026-10-22
Capital Asset Advisory Services LLC
INCREASED
Shares1,443 from 1,202
Change+241 (+20%)
Value$410.7K (+$207.5K)
Filed 2026-10-30
Relyea Zuckerberg Hanson LLC
INCREASED
Shares1,440 from 1,433
Change+7 (+0%)
Value$367.6K (+$125.4K)
Filed 2026-10-20
Newman Dignan & Sheerar, Inc.
DECREASED
Shares1,439 from 2,142
Change-703 (-33%)
Value$367.4K (+$5.3K)
Filed 2026-10-21
Secure Asset Management, LLC
INCREASED
Shares1,439 from 1,384
Change+55 (+4%)
Value$367.3K (+$133.3K)
Filed 2026-10-19
Purewater Capital LLC
INCREASED
Shares1,438 from 1,433
Change+5 (+0%)
Value$367.2K (+$124.9K)
Filed 2026-10-23
Money Concepts Capital Corp
INCREASED
Shares1,437 from 1,354
Change+83 (+6%)
Value$366.8K (+$137.9K)
Filed 2026-11-06
Hennessy Advisors Inc
DECREASED
Shares1,432 from 4,282
Change-2,850 (-67%)
Value$365.6K (-$358.3K)
Filed 2026-10-28
Mountain Pacific Investment Advisers LLC
INCREASED
Shares1,432 from 1,407
Change+25 (+2%)
Value$365.6K (+$127.8K)
Filed 2026-10-29
Forum Financial Management, LP
DECREASED
Shares1,427 from 2,668
Change-1,241 (-47%)
Value$364.5K (-$86.5K)
Filed 2026-10-16
Loudon Investment Management, LLC
DECREASED
Shares1,427 from 1,527
Change-100 (-7%)
Value$364.3K (+$106.2K)
Filed 2026-11-06
Jacobsen Capital Management
DECREASED
Shares1,426 from 1,429
Change-3 (0%)
Value$364.1K (+$122.5K)
Filed 2026-10-27
Trust Co of Kansas
UNCHANGED
Shares1,425 from 1,425
Change0 (0%)
Value$364 (-$240.6K)
Filed 2026-11-06
Dutch Asset Corp
INCREASED
Shares1,418 from 1,202
Change+216 (+18%)
Value$362.3K (+$159.0K)
Filed 2026-10-20
Jm2 Capital Inc.
DECREASED
Shares1,411 from 1,436
Change-25 (-2%)
Value$360.2K (+$117.5K)
Filed 2026-10-14
L. Roy Papp & Associates, LLP
INCREASED
Shares1,405 from 1,379
Change+26 (+2%)
Value$358.7K (+$125.6K)
Filed 2026-10-21
Biltmore Family Office, LLC
UNCHANGED
Shares1,403 from 1,403
Change0 (0%)
Value$358.2K (+$121.1K)
Filed 2026-11-03
Tabr Capital Management, LLC
NEW
Shares1,400
Change+1,400
Value$357.4K
Filed 2026-10-20
Chilton Capital Management LLC
DECREASED
Shares1,400 from 1,414
Change-14 (-1%)
Value$357.4K (+$118.4K)
Filed 2026-10-28
Green Ridge Wealth Planning LLC
UNCHANGED
Shares1,400 from 1,400
Change0 (0%)
Value$357.5K (+$120.8K)
Filed 2026-10-08
Petersen Hastings Wealth Advisors Inc.
INCREASED
Shares1,399 from 1,390
Change+9 (+1%)
Value$357.2K (+$122.2K)
Filed 2026-10-27
IVC Wealth Advisors LLC
DECREASED
Shares1,394 from 1,648
Change-254 (-15%)
Value$355.9K (+$77.3K)
Filed 2026-10-23
Ellis Investment Partners, LLC
INCREASED
Shares1,394 from 1,366
Change+28 (+2%)
Value$356.0K (+$125.0K)
Filed 2026-10-21
Parisi Gray Wealth Management
INCREASED
Shares1,385 from 1,352
Change+33 (+2%)
Value$353.7K (+$125.2K)
Filed 2026-10-16
Avion Wealth
INCREASED
Shares1,382 from 1,376
Change+6 (+0%)
Value$352 (-$231.6K)
Filed 2026-11-04
Acropolis Investment Management, LLC
DECREASED
Shares1,379 from 1,416
Change-37 (-3%)
Value$352.1K (+$112.7K)
Filed 2026-10-08
JB Capital LLC
INCREASED
Shares1,373 from 1,370
Change+3 (+0%)
Value$350.5K (+$119.0K)
Filed 2026-10-19
Asset One Wealth Management LLC
INCREASED
Shares1,371 from 1,230
Change+141 (+11%)
Value$350.0K (+$108.8K)
Filed 2026-11-02
Fractal Investments LLC
NEW
Shares1,369
Change+1,369
Value$349.5K
Filed 2026-10-28
Coastline Trust Co
DECREASED
Shares1,369 from 1,422
Change-53 (-4%)
Value$349.5K (+$109.1K)
Filed 2026-10-01
Summit Financial Wealth Advisors, LLC
INCREASED
Shares1,369 from 1,367
Change+2 (+0%)
Value$349.4K (+$118.3K)
Filed 2026-10-15
Peoples Bank
DECREASED
Shares1,355 from 1,405
Change-50 (-4%)
Value$345.9K (+$108.4K)
Filed 2026-10-09
Richmond Investment Services, LLC
NEW
Shares1,340
Change+1,340
Value$342.1K
Filed 2026-10-29
Canvas Wealth Advisors, LLC
INCREASED
Shares1,338 from 1,304
Change+34 (+3%)
Value$366.0K (+$145.5K)
Filed 2026-11-02
Hendley & Co Inc
UNCHANGED
Shares1,330 from 1,330
Change0 (0%)
Value$340 (+$115)
Filed 2026-10-29
Charles Schwab Trust Co
DECREASED
Shares1,325 from 1,354
Change-29 (-2%)
Value$338.4K (+$109.4K)
Filed 2026-10-15
Bullock Wealth Management Group
DECREASED
Shares1,321 from 1,344
Change-23 (-2%)
Value$348.9K (+$114.4K)
Filed 2026-10-09
Aldebaran Financial Inc.
UNCHANGED
Shares1,320 from 1,320
Change0 (0%)
Value$337.0K (+$113.9K)
Filed 2026-11-06
Cypress Wealth Services, LLC
INCREASED
Shares1,319 from 1,314
Change+5 (+0%)
Value$355.8K (+$133.6K)
Filed 2026-10-21
Aspiriant, LLC
NEW
Shares1,318
Change+1,318
Value$336.5K
Filed 2026-10-16
Grove Bank & Trust
UNCHANGED
Shares1,317 from 1,317
Change0 (0%)
Value$336.2K (+$113.6K)
Filed 2026-10-08
Wespac Advisors, LLC
NEW
Shares1,314
Change+1,314
Value$335.5K
Filed 2026-10-26
Covenant Asset Management, LLC
UNCHANGED
Shares1,310 from 1,310
Change0 (0%)
Value$334.5K (+$113.0K)
Filed 2026-10-14
Wendell David Associates Inc
UNCHANGED
Shares1,305 from 1,305
Change0 (0%)
Value$333 (-$220.7K)
Filed 2026-10-27
Cove Private Wealth, LLC
NEW
Shares1,304
Change+1,304
Value$332.9K
Filed 2026-10-28
Sapient Capital LLC
INCREASED
Shares1,304 from 1,251
Change+53 (+4%)
Value$332.9K (+$121.4K)
Filed 2026-10-08
General Partner, Inc.
UNCHANGED
Shares1,303 from 1,303
Change0 (0%)
Value$332.7K (+$112.4K)
Filed 2026-10-05
apricus wealth, LLC
DECREASED
Shares1,300 from 1,600
Change-300 (-19%)
Value$331.9K (+$61.4K)
Filed 2026-10-26
Stokes Capital Advisors, LLC
DECREASED
Shares1,300 from 1,575
Change-275 (-17%)
Value$331.9K (+$65.6K)
Filed 2026-10-09
BXM Wealth LLC
UNCHANGED
Shares1,300 from 1,300
Change0 (0%)
Value$331.9K (+$112.1K)
Filed 2026-11-03
Family Wealth Partners, LLC
INCREASED
Shares1,299 from 1,284
Change+15 (+1%)
Value$331.6K (+$114.6K)
Filed 2026-10-20
Paragon Capital Management Ltd
UNCHANGED
Shares1,277 from 1,277
Change0 (0%)
Value$326.0K (+$110.2K)
Filed 2026-10-09
Arista Wealth Management, LLC
INCREASED
Shares1,276 from 1,263
Change+13 (+1%)
Value$325.8K (+$112.3K)
Filed 2026-10-29
Novem Group
DECREASED
Shares1,273 from 1,301
Change-28 (-2%)
Value$324.9K (+$104.9K)
Filed 2026-10-19
CMG Global Holdings, LLC
DECREASED
Shares1,268 from 1,278
Change-10 (-1%)
Value$323.7K (+$107.7K)
Filed 2026-10-14
TFB Advisors LLC
INCREASED
Shares1,268 from 1,267
Change+1 (+0%)
Value$323.7K (+$109.5K)
Filed 2026-11-02
Farmers & Merchants Trust Co of Long Beach
NEW
Shares1,264
Change+1,264
Value$322.7K
Filed 2026-10-22
Iron Financial LLC
NEW
Shares1,263
Change+1,263
Value$322.4K
Filed 2026-10-23
Counterpoint Mutual Funds LLC
NEW
Shares1,256
Change+1,256
Value$320.7K
Filed 2026-10-16
Lighthouse Financial LLC
UNCHANGED
Shares1,255 from 1,255
Change0 (0%)
Value$320.4K (+$108.3K)
Filed 2026-10-23
Nfsg Corp
INCREASED
Shares1,250 from 146
Change+1,104 (+756%)
Value$319.1K (+$294.4K)
Filed 2026-10-15
Triumph Capital Management
INCREASED
Shares1,247 from 1,245
Change+2 (+0%)
Value$318.4K (+$107.9K)
Filed 2026-10-14
Tompkins Financial Corp
DECREASED
Shares1,244 from 1,406
Change-162 (-12%)
Value$317.6K (+$79.9K)
Filed 2026-10-05
Global Financial Private Client, LLC
INCREASED
Shares1,242 from 1,202
Change+40 (+3%)
Value$317.1K (+$113.9K)
Filed 2026-10-15
Vicus Capital
DECREASED
Shares1,237 from 1,694
Change-457 (-27%)
Value$315.7K (+$29.4K)
Filed 2026-11-05
Capital Investment Counsel, Inc
UNCHANGED
Shares1,234 from 1,234
Change0 (0%)
Value$315.1K (+$106.4K)
Filed 2026-10-20
Valley National Advisers Inc
INCREASED
Shares1,231 from 1,225
Change+6 (+0%)
Value$314.3K (+$107.2K)
Filed 2026-10-23
Murphy Pohlad Asset Management LLC
DECREASED
Shares1,230 from 1,650
Change-420 (-25%)
Value$314.0K (+$35.1K)
Filed 2026-10-22
Kavar Capital Partners Group, LLC
INCREASED
Shares1,230 from 1,220
Change+10 (+1%)
Value$314.0K (+$107.8K)
Filed 2026-11-06
Bluesphere Advisors LLC
DECREASED
Shares1,228 from 1,239
Change-11 (-1%)
Value$313.5K (+$104.1K)
Filed 2026-10-19
May Hill Capital, LLC
NEW
Shares1,225
Change+1,225
Value$312.8K
Filed 2026-11-03
LifeWealth Investments, LLC
DECREASED
Shares1,225 from 1,249
Change-24 (-2%)
Value$312.8K (+$101.6K)
Filed 2026-10-21
Carson Advisory Inc.
INCREASED
Shares1,222 from 1,221
Change+1 (+0%)
Value$312.0K (+$105.6K)
Filed 2026-11-06
WealthPlan Investment Management, LLC
NEW
Shares1,215
Change+1,215
Value$310.2K
Filed 2026-10-15
Cherry Creek Investment Advisors, Inc.
DECREASED
Shares1,210 from 1,235
Change-25 (-2%)
Value$309.0K (+$100.2K)
Filed 2026-10-14
National Wealth Management Group, LLC
DECREASED
Shares1,209 from 1,244
Change-35 (-3%)
Value$308.5K (+$98.3K)
Filed 2026-10-26
Hurlow Wealth Management Group, Inc.
UNCHANGED
Shares1,209 from 1,209
Change0 (0%)
Value$308.7K (+$104.3K)
Filed 2026-10-29
Tempus Wealth Planning, LLC
DECREASED
Shares1,205 from 1,212
Change-7 (-1%)
Value$307.6K (+$102.8K)
Filed 2026-10-14
Hardy Reed LLC
NEW
Shares1,204
Change+1,204
Value$307.4K
Filed 2026-11-06
WealthBridge Capital Management, LLC
UNCHANGED
Shares1,201 from 1,201
Change0 (0%)
Value$306.7K (+$103.7K)
Filed 2026-10-16
U S Global Investors Inc
NEW
Shares1,200
Change+1,200
Value$306.4K
Filed 2026-10-22
LeConte Wealth Management, LLC
DECREASED
Shares1,199 from 1,314
Change-115 (-9%)
Value$306.1K (+$84.0K)
Filed 2026-10-20
Sloy Dahl & Holst, LLC
UNCHANGED
Shares1,197 from 1,197
Change0 (0%)
Value$305.6K (+$103.3K)
Filed 2026-10-14
Income Insurance Ltd
UNCHANGED
Shares1,195 from 1,195
Change0 (0%)
Value$305.1K (+$103.1K)
Filed 2026-10-21
Seven Hills Financial, LLC
NEW
Shares1,194
Change+1,194
Value$304.8K
Filed 2026-10-13
Beacon Financial Advisory LLC
NEW
Shares1,189
Change+1,189
Value$303.6K
Filed 2026-10-16
BCS Wealth Management
UNCHANGED
Shares1,187 from 1,187
Change0 (0%)
Value$303.0K (+$102.4K)
Filed 2026-11-03
Argus Investors' Counsel, Inc.
DECREASED
Shares1,186 from 1,203
Change-17 (-1%)
Value$302.8K (+$99.4K)
Filed 2026-10-09
Creative Financial Designs Inc
UNCHANGED
Shares1,185 from 1,185
Change0 (0%)
Value$302.5K (+$102.2K)
Filed 2026-11-04
Next Level Private LLC
NEW
Shares1,177
Change+1,177
Value$300.5K
Filed 2026-10-20
Centerpoint Advisors, LLC
NEW
Shares1,175
Change+1,175
Value$300
Filed 2026-11-05
Sigma Investment Counselors Inc
DECREASED
Shares1,175 from 1,194
Change-19 (-2%)
Value$300.0K (+$98.2K)
Filed 2026-10-27
Clearwater Capital Advisors, LLC
NEW
Shares1,174
Change+1,174
Value$299.6K
Filed 2026-11-06
Kure Advisory, LLC
NEW
Shares1,172
Change+1,172
Value$299.1K
Filed 2026-10-08
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares1,171 from 1,171
Change0 (0%)
Value$299.0K (+$101.0K)
Filed 2026-10-30
Capital Advisors, Ltd. LLC
INCREASED
Shares1,169 from 1,145
Change+24 (+2%)
Value$299 (+$105)
Filed 2026-10-27
Client 1ST Advisory Group, LLC
NEW
Shares1,167
Change+1,167
Value$297.9K
Filed 2026-10-19
Encompass More Asset Management
NEW
Shares1,167
Change+1,167
Value$297.9K
Filed 2026-10-16
Cordgrass Capital Advisors, LLC
NEW
Shares1,163
Change+1,163
Value$296.9K
Filed 2026-10-30
Investment House LLC
NEW
Shares1,163
Change+1,163
Value$296.9K
Filed 2026-10-21
Sanders Morris Harris LLC
NEW
Shares1,162
Change+1,162
Value$297.2K
Filed 2026-10-14
Teamwork Financial Advisors, LLC
DECREASED
Shares1,162 from 2,926
Change-1,764 (-60%)
Value$296.6K (-$198.2K)
Filed 2026-10-19
Griffin Asset Management, Inc.
NEW
Shares1,161
Change+1,161
Value$296.4K
Filed 2026-10-22
Ignite Planners, LLC
NEW
Shares1,157
Change+1,157
Value$295.5K
Filed 2026-10-14
Financial Security Advisor, Inc.
DECREASED
Shares1,154 from 1,196
Change-42 (-4%)
Value$294.7K (+$92.4K)
Filed 2026-11-03
Founders Grove Wealth Partners, LLC
NEW
Shares1,150
Change+1,150
Value$293.6K
Filed 2026-10-16
Grandfield & Dodd, LLC
NEW
Shares1,147
Change+1,147
Value$292.8K
Filed 2026-10-29
Lake Street Private Wealth, LLC
NEW
Shares1,146
Change+1,146
Value$292.7K
Filed 2026-10-22
Warburton Capital Management, LLC
NEW
Shares1,146
Change+1,146
Value$311.6K
Filed 2026-11-06
Chicago Capital, LLC
NEW
Shares1,142
Change+1,142
Value$291.6K
Filed 2026-10-13
Harvey Investment Co LLC
NEW
Shares1,141
Change+1,141
Value$291
Filed 2026-10-20
Oarsman Capital, Inc.
NEW
Shares1,141
Change+1,141
Value$291.4K
Filed 2026-11-05
Adamsbrown Wealth Consultants LLC
NEW
Shares1,136
Change+1,136
Value$290.0K
Filed 2026-10-20
Sovran Advisors, LLC
DECREASED
Shares1,136 from 1,226
Change-90 (-7%)
Value$310.8K (+$58.4K)
Filed 2026-11-02
High Net Worth Advisory Group LLC
NEW
Shares1,132
Change+1,132
Value$289.1K
Filed 2026-10-26
Brown Miller Wealth Management, LLC
NEW
Shares1,132
Change+1,132
Value$289.0K
Filed 2026-11-02
NWF Advisory Services Inc.
DECREASED
Shares1,128 from 1,305
Change-177 (-14%)
Value$288.1K (+$67.5K)
Filed 2026-10-19
Yoder Wealth Management, Inc.
NEW
Shares1,122
Change+1,122
Value$286.5K
Filed 2026-10-13
Charis Legacy Partners, LLC
NEW
Shares1,120
Change+1,120
Value$285.9K
Filed 2026-10-22
Sunburst Financial Group, LLC
NEW
Shares1,116
Change+1,116
Value$284.9K
Filed 2026-10-09
Burton Enright Welch
NEW
Shares1,113
Change+1,113
Value$284.2K
Filed 2026-11-04
Bank of Stockton
NEW
Shares1,113
Change+1,113
Value$284.2K
Filed 2026-10-20
Millennium Capital Advisors, LLC
NEW
Shares1,112
Change+1,112
Value$283.9K
Filed 2026-10-16
Woodley Farra Manion Portfolio Management Inc
NEW
Shares1,108
Change+1,108
Value$282.9K
Filed 2026-11-05
Integrity Advisory Solutions, LLC
NEW
Shares1,107
Change+1,107
Value$282.6K
Filed 2026-10-29
Jmac Enterprises LLC
DECREASED
Shares1,105 from 1,805
Change-700 (-39%)
Value$282.1K (-$23.0K)
Filed 2026-10-30
Stewardship Concepts Financial Services LLC
DECREASED
Shares1,105 from 1,247
Change-142 (-11%)
Value$282.0K (+$71.2K)
Filed 2026-10-06
Monarch Capital Management Inc
NEW
Shares1,104
Change+1,104
Value$281.9K
Filed 2026-10-19
Lodestone Wealth Management LLC
DECREASED
Shares1,102 from 1,107
Change-5 (0%)
Value$281.3K (+$94.1K)
Filed 2026-10-14
Dumont & Blake Investment Advisors LLC
NEW
Shares1,101
Change+1,101
Value$281.1K
Filed 2026-10-28
Trek Financial, LLC
NEW
Shares1,100
Change+1,100
Value$280.8K
Filed 2026-10-29
Capital City Trust Co
NEW
Shares1,100
Change+1,100
Value$280.8K
Filed 2026-10-22
Inspirion Wealth Advisors, LLC
NEW
Shares1,100
Change+1,100
Value$280.8K
Filed 2026-10-09
Syverson Strege & Co
NEW
Shares1,098
Change+1,098
Value$280.3K
Filed 2026-11-02
Weil Company, Inc.
NEW
Shares1,095
Change+1,095
Value$279.6K
Filed 2026-10-14
Accel Wealth Management
NEW
Shares1,093
Change+1,093
Value$279.1K
Filed 2026-10-13
Symmetry Partners, LLC
NEW
Shares1,093
Change+1,093
Value$279.1K
Filed 2026-10-27
Patton Albertson Miller Group, LLC
NEW
Shares1,092
Change+1,092
Value$278.8K
Filed 2026-10-26
Barlow Wealth Partners, LLC
UNCHANGED
Shares1,092 from 1,092
Change0 (0%)
Value$294.6K (+$89.5K)
Filed 2026-10-15
Asset Planning,Inc
INCREASED
Shares1,090 from 1,088
Change+2 (+0%)
Value$278.2K (+$94.3K)
Filed 2026-10-26
Harbour Trust & Investment Management Co
NEW
Shares1,088
Change+1,088
Value$277.8K
Filed 2026-10-28
Martin Capital Partners, LLC
DECREASED
Shares1,087 from 23,709
Change-22,622 (-95%)
Value$277.5K (-$3.7M)
Filed 2026-10-07
Amplius Wealth Advisors, LLC
NEW
Shares1,085
Change+1,085
Value$277.0K
Filed 2026-10-20
Vann Equity Management LLC
NEW
Shares1,084
Change+1,084
Value$276.8K
Filed 2026-10-08
Integris Wealth Management, LLC
NEW
Shares1,084
Change+1,084
Value$276.9K
Filed 2026-10-14
InTrack Investment Management Inc
DECREASED
Shares1,083 from 1,322
Change-239 (-18%)
Value$276.5K (+$53.0K)
Filed 2026-10-15
Hendershot Investments Inc.
DECREASED
Shares1,082 from 1,120
Change-38 (-3%)
Value$276.2K (+$86.9K)
Filed 2026-11-05
Isthmus Partners, LLC
NEW
Shares1,081
Change+1,081
Value$276.0K
Filed 2026-10-21
Park National Corp
NEW
Shares1,081
Change+1,081
Value$276.0K
Filed 2026-10-05
Bennett Selby Investments LP
NEW
Shares1,075
Change+1,075
Value$274.6K
Filed 2026-10-19
Eurizon SLJ Capital Ltd
INCREASED
Shares1,070 from 741
Change+329 (+44%)
Value$273.2K (+$147.9K)
Filed 2026-11-06
J. Team Financial, Inc.
NEW
Shares1,069
Change+1,069
Value$273.0K
Filed 2026-11-03
VVR Holdings LLC
NEW
Shares1,063
Change+1,063
Value$271.3K
Filed 2026-10-19
TFC Financial Management, Inc.
UNCHANGED
Shares1,061 from 1,061
Change0 (0%)
Value$270.8K (+$91.5K)
Filed 2026-10-26
American Capital Advisory, LLC
INCREASED
Shares1,060 from 1,059
Change+1 (+0%)
Value$270.6K (+$91.6K)
Filed 2026-10-28
Bedel Financial Consulting, Inc.
NEW
Shares1,059
Change+1,059
Value$270.4K
Filed 2026-11-06
Ullmann Wealth Partners Group, LLC
NEW
Shares1,058
Change+1,058
Value$270.1K
Filed 2026-11-02
SBE LLC DBA Cedar Cove Wealth Partners
NEW
Shares1,054
Change+1,054
Value$269.1K
Filed 2026-10-15
Security National Bank
UNCHANGED
Shares1,054 from 1,054
Change0 (0%)
Value$269.1K (+$90.9K)
Filed 2026-10-26
Marble Harbor Investment Counsel, LLC
NEW
Shares1,053
Change+1,053
Value$268.8K
Filed 2026-11-06
Badgley Phelps Wealth Managers, LLC
NEW
Shares1,050
Change+1,050
Value$268.1K
Filed 2026-10-22
WealthPLAN Partners, LLC
NEW
Shares1,048
Change+1,048
Value$267.6K
Filed 2026-10-15
True North Advisors, LLC
DECREASED
Shares1,048 from 1,729
Change-681 (-39%)
Value$267.5K (-$24.7K)
Filed 2026-10-22
Wetzel Investment Advisors, Inc.
NEW
Shares1,046
Change+1,046
Value$267.1K
Filed 2026-10-13
NTV Asset Management LLC
NEW
Shares1,043
Change+1,043
Value$266.3K
Filed 2026-10-23
MBA Advisors LLC
NEW
Shares1,040
Change+1,040
Value$265.5K
Filed 2026-10-29
Midland Wealth Advisors, LLC
NEW
Shares1,040
Change+1,040
Value$265.5K
Filed 2026-10-26
Laurel OAK Wealth Management, LLC
NEW
Shares1,038
Change+1,038
Value$265.0K
Filed 2026-10-19
Athena Wealth Management, LLC
DECREASED
Shares1,038 from 1,235
Change-197 (-16%)
Value$265.1K (+$56.3K)
Filed 2026-10-09
Mitchell Sinkler & Starr
NEW
Shares1,035
Change+1,035
Value$264.2K
Filed 2026-10-13
Clark Financial Services Group Inc
NEW
Shares1,035
Change+1,035
Value$264.2K
Filed 2026-10-19
Synergy Asset Management, LLC
NEW
Shares1,034
Change+1,034
Value$264.0K
Filed 2026-11-05
Hengehold Capital Management LLC
NEW
Shares1,032
Change+1,032
Value$263.4K
Filed 2026-10-16
Wealth Dimensions Group, Ltd.
NEW
Shares1,029
Change+1,029
Value$262.7K
Filed 2026-11-02
Orange Investment Advisors, Inc.
NEW
Shares1,024
Change+1,024
Value$261.4K
Filed 2026-10-23
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares1,024 from 3,369
Change-2,345 (-70%)
Value$261.4K (-$308.2K)
Filed 2026-10-14
Fulcrum Equity Management
NEW
Shares1,021
Change+1,021
Value$260.8K
Filed 2026-10-21
Chapin Davis, Inc.
NEW
Shares1,021
Change+1,021
Value$260.7K
Filed 2026-10-09
Uptick Partners, LLC
NEW
Shares1,017
Change+1,017
Value$259.7K
Filed 2026-11-04
Strategic Point Investment Advisors, LLC
NEW
Shares1,017
Change+1,017
Value$259.7K
Filed 2026-10-29
Quantum Financial Advisors, LLC
NEW
Shares1,014
Change+1,014
Value$259.0K
Filed 2026-11-03
Diligent Investors, LLC
NEW
Shares1,014
Change+1,014
Value$258.9K
Filed 2026-10-21
LMG Wealth Partners, LLC
NEW
Shares1,013
Change+1,013
Value$258.6K
Filed 2026-11-05
Accelerate Investment Advisors LLC
NEW
Shares1,009
Change+1,009
Value$257.5K
Filed 2026-11-02
Meixler Investment Management, Ltd.
DECREASED
Shares1,009 from 1,936
Change-927 (-48%)
Value$257.6K (-$69.7K)
Filed 2026-11-03
Waterfront Wealth Inc.
NEW
Shares1,007
Change+1,007
Value$293.2K
Filed 2026-11-03
Bath Savings Trust Co
NEW
Shares1,001
Change+1,001
Value$255.6K
Filed 2026-10-07
Roth Financial Partners LLC
NEW
Shares1,000
Change+1,000
Value$255.3K
Filed 2026-10-06
Mechanics Financial Corp
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$255.3K (+$86.3K)
Filed 2026-11-05
CoreCap Advisors, LLC
INCREASED
Shares995 from 885
Change+110 (+12%)
Value$254.2K (+$104.7K)
Filed 2026-10-08
Revisor Wealth Management LLC
NEW
Shares993
Change+993
Value$276.0K
Filed 2026-10-20
Bank Julius Baer & Co. Ltd, Zurich
DECREASED
Shares990 from 1,100
Change-110 (-10%)
Value$252.8K (+$66.8K)
Filed 2026-10-29
Fearless Solutions, LLC dba Best Invest
NEW
Shares989
Change+989
Value$252.5K
Filed 2026-10-14
Waterway Wealth Management, LLC
NEW
Shares989
Change+989
Value$252.5K
Filed 2026-10-28
Orrstown Financial Services Inc
NEW
Shares985
Change+985
Value$251.5K
Filed 2026-10-14
City Center Advisors, LLC
NEW
Shares985
Change+985
Value$251.5K
Filed 2026-10-08
Trust Co
UNCHANGED
Shares985 from 985
Change0 (0%)
Value$251.4K (+$84.9K)
Filed 2026-10-09
Clearwave Capital, LLC
NEW
Shares981
Change+981
Value$250.3K
Filed 2026-10-27
M. Kraus & Co
NEW
Shares979
Change+979
Value$249.9K
Filed 2026-10-20
Quadrant Private Wealth Management, LLC
NEW
Shares972
Change+972
Value$248.2K
Filed 2026-11-04
Spinnaker Investment Group, LLC
DECREASED
Shares972 from 2,036
Change-1,064 (-52%)
Value$248.2K (-$96.0K)
Filed 2026-10-13
Founders Financial Securities LLC
NEW
Shares970
Change+970
Value$247.7K
Filed 2026-10-28
KRS Capital Management, LLC
NEW
Shares970
Change+970
Value$247.8K
Filed 2026-10-16
Cypress Point Wealth Management, LLC
NEW
Shares966
Change+966
Value$246.6K
Filed 2026-11-03
PFG Advisors
DECREASED
Shares964 from 1,439
Change-475 (-33%)
Value$246.1K (+$2.9K)
Filed 2026-10-16
Weinberger Asset Management, Inc
INCREASED
Shares962 from 954
Change+8 (+1%)
Value$245.6K (+$43.7K)
Filed 2026-10-28
RDA Financial Network
NEW
Shares961
Change+961
Value$245.3K
Filed 2026-10-15
RMR Capital Management, LLC
NEW
Shares958
Change+958
Value$244.6K
Filed 2026-10-23
Lanark Financial, Inc.
DECREASED
Shares956 from 960
Change-4 (0%)
Value$244.0K (+$81.6K)
Filed 2026-10-26
Midwest Financial Partners Investments, Inc.
NEW
Shares953
Change+953
Value$243.3K
Filed 2026-10-08
Patriot Financial Group Insurance Agency, LLC
NEW
Shares953
Change+953
Value$243.4K
Filed 2026-10-14
Center For Asset Management LLC
NEW
Shares952
Change+952
Value$243.2K
Filed 2026-10-16
Hobart Private Capital, LLC
NEW
Shares952
Change+952
Value$243.1K
Filed 2026-10-19
Good Harbor Advisors, Inc.
NEW
Shares952
Change+952
Value$243.1K
Filed 2026-10-20
WIN Advisors, Inc
NEW
Shares950
Change+950
Value$242.5K
Filed 2026-11-06
North Forty Two & Co.
NEW
Shares950
Change+950
Value$242.5K
Filed 2026-10-19
Regent Peak Wealth Advisors LLC
NEW
Shares945
Change+945
Value$241.2K
Filed 2026-10-13
Affinity Capital Advisors, LLC
NEW
Shares942
Change+942
Value$262.0K
Filed 2026-10-13
Sage Capital Management, LLC
NEW
Shares941
Change+941
Value$240.4K
Filed 2026-10-20
Schmidt P J Investment Management Inc
NEW
Shares940
Change+940
Value$240.0K
Filed 2026-11-02
Shayne & Jacobs, LLC
NEW
Shares940
Change+940
Value$240.0K
Filed 2026-10-21
Tuttle Capital Management, LLC
NEW
Shares936
Change+936
Value$239.0K
Filed 2026-10-21
Shoker Investment Counsel, Inc.
NEW
Shares935
Change+935
Value$238.9K
Filed 2026-11-04
Birchbrook, Inc.
UNCHANGED
Shares935 from 935
Change0 (0%)
Value$238.7K (+$80.7K)
Filed 2026-10-14
Focused Wealth Management, Inc
NEW
Shares934
Change+934
Value$238.5K
Filed 2026-10-30
Willis Johnson Wealth, Inc.
NEW
Shares933
Change+933
Value$238.1K
Filed 2026-11-03
180 Wealth Advisors, LLC
NEW
Shares932
Change+932
Value$237.9K
Filed 2026-11-03
True Private Wealth Advisors
NEW
Shares931
Change+931
Value$237.8K
Filed 2026-10-19
MW Advisory, LLC
NEW
Shares930
Change+930
Value$237.5K
Filed 2026-10-19
Kercheville Advisors, LLC
NEW
Shares929
Change+929
Value$237.2K
Filed 2026-10-19
American National Bank & Trust
INCREASED
Shares929 from 868
Change+61 (+7%)
Value$237.2K (+$90.4K)
Filed 2026-10-07
RVW Wealth, LLC
NEW
Shares928
Change+928
Value$236.9K
Filed 2026-10-06
Invested Advisors
NEW
Shares927
Change+927
Value$236.7K
Filed 2026-10-23
Barr E S & Co
NEW
Shares925
Change+925
Value$236.2K
Filed 2026-11-06
Keudell ison Wealth Management
NEW
Shares925
Change+925
Value$236.2K
Filed 2026-10-16
Financial Management Professionals, Inc.
INCREASED
Shares925 from 920
Change+5 (+1%)
Value$236.1K (+$80.6K)
Filed 2026-10-23
Mullaney, Keating & Wright, Inc.
NEW
Shares924
Change+924
Value$235.9K
Filed 2026-10-19
Lynch Investment Planning, LLC
NEW
Shares919
Change+919
Value$234.6K
Filed 2026-10-27
Randall & Associates Wealth Management
NEW
Shares918
Change+918
Value$234.4K
Filed 2026-10-20
Peddock Capital Advisors, LLC
NEW
Shares914
Change+914
Value$233.4K
Filed 2026-10-16
Ariadne Wealth Management, LP
NEW
Shares913
Change+913
Value$233.1K
Filed 2026-11-06
Occidental Asset Management, LLC
NEW
Shares913
Change+913
Value$233.1K
Filed 2026-11-05
Brady Martz Wealth Solutions, LLC
NEW
Shares911
Change+911
Value$232.6K
Filed 2026-11-05
Burk Holdings LLC
INCREASED
Shares909 from 872
Change+37 (+4%)
Value$232.1K (+$84.7K)
Filed 2026-11-05
Bluedoor Private Wealth, LLC
NEW
Shares908
Change+908
Value$231.8K
Filed 2026-11-05
Beacon Capital Management, LLC
NEW
Shares906
Change+906
Value$231.3K
Filed 2026-10-23
Titleist Asset Management, LLC
NEW
Shares905
Change+905
Value$231.1K
Filed 2026-10-08
McLean Asset Management Corp
NEW
Shares905
Change+905
Value$223.6K
Filed 2026-11-06
Gibbs Wealth Management
NEW
Shares905
Change+905
Value$231.1K
Filed 2026-10-22
Endowment Wealth Management, Inc.
DECREASED
Shares904 from 1,422
Change-518 (-36%)
Value$230.9K (-$9.6K)
Filed 2026-11-03
Ellsworth Advisors, LLC
NEW
Shares903
Change+903
Value$230.6K
Filed 2026-10-15
Greenup Street Wealth Management LLC
NEW
Shares903
Change+903
Value$230.6K
Filed 2026-10-28
Berman McAleer LLC
NEW
Shares903
Change+903
Value$230.6K
Filed 2026-10-16
Reynders McVeigh Capital Management, LLC
NEW
Shares902
Change+902
Value$230.3K
Filed 2026-10-30
FSM Wealth Advisors, LLC
NEW
Shares900
Change+900
Value$253.4K
Filed 2026-10-27
Armstrong Advisory Group, Inc
DECREASED
Shares893 from 993
Change-100 (-10%)
Value$228.0K (+$60.1K)
Filed 2026-10-09
Gemmer Asset Management LLC
NEW
Shares892
Change+892
Value$227.7K
Filed 2026-10-16
Woodward Diversified Capital, LLC
NEW
Shares890
Change+890
Value$227.3K
Filed 2026-10-21
Congress Park Capital LLC
NEW
Shares890
Change+890
Value$227.2K
Filed 2026-10-13
Samalin Investment Counsel, LLC
NEW
Shares888
Change+888
Value$226.7K
Filed 2026-10-23
Kelly Financial Services LLC
NEW
Shares888
Change+888
Value$226.8K
Filed 2026-10-20
First City Capital Management, Inc.
NEW
Shares884
Change+884
Value$225.7K
Filed 2026-10-27
Christensen, King & Associates Investment Services, Inc.
NEW
Shares881
Change+881
Value$224.9K
Filed 2026-10-22
Caliber Wealth Management, LLC / KS
NEW
Shares878
Change+878
Value$224.2K
Filed 2026-11-04
Tortuga Wealth Management, Inc
NEW
Shares876
Change+876
Value$223.7K
Filed 2026-10-27
McGlone Suttner Wealth Management, Inc.
NEW
Shares872
Change+872
Value$222.6K
Filed 2026-10-13
Droms Strauss Advisors Inc
NEW
Shares871
Change+871
Value$222.4K
Filed 2026-11-03
NBT Bank, N.A.
DECREASED
Shares870 from 1,234
Change-364 (-29%)
Value$222.2K (+$13.6K)
Filed 2026-10-21
Balefire, LLC
NEW
Shares869
Change+869
Value$221.9K
Filed 2026-10-09
Brickley Wealth Management
NEW
Shares864
Change+864
Value$220.6K
Filed 2026-11-04
J. Derek Lewis & Associates Inc.
NEW
Shares862
Change+862
Value$220.1K
Filed 2026-11-03
Financial Planning Hawaii, Inc.
NEW
Shares861
Change+861
Value$219.8K
Filed 2026-10-13
Investment Advisory Services Inc
NEW
Shares861
Change+861
Value$219.9K
Filed 2026-10-27
Crew Capital Management, Ltd
NEW
Shares859
Change+859
Value$219.3K
Filed 2026-10-28
Family Investment Center, Inc.
NEW
Shares856
Change+856
Value$218.5K
Filed 2026-10-19
Pinnacle Wealth Management Group, Inc.
NEW
Shares855
Change+855
Value$218.3K
Filed 2026-10-15
Crusonia Wealth Advisors LLC
NEW
Shares854
Change+854
Value$218.0K
Filed 2026-10-26
Allied Investment Advisors, LLC
NEW
Shares852
Change+852
Value$217.5K
Filed 2026-10-13
Hoxton Planning & Management, LLC
NEW
Shares851
Change+851
Value$217.3K
Filed 2026-10-15
Vertrix Wealth Management, LLC
NEW
Shares850
Change+850
Value$217.0K
Filed 2026-10-13
RFG - Bristol Wealth Advisors, LLC
NEW
Shares850
Change+850
Value$217.0K
Filed 2026-10-09
BlueSky Wealth Advisors, LLC
NEW
Shares850
Change+850
Value$217.0K
Filed 2026-10-29
Mindset Wealth Management, LLC
NEW
Shares850
Change+850
Value$217.0K
Filed 2026-10-19
CPA Asset Management Group, LLC
NEW
Shares848
Change+848
Value$216.5K
Filed 2026-10-26
Elmwood Wealth Management, Inc.
NEW
Shares843
Change+843
Value$215.2K
Filed 2026-10-14
Gradient Investments LLC
DECREASED
Shares843 from 1,191
Change-348 (-29%)
Value$215.2K (+$13.9K)
Filed 2026-10-08
Wealth Preservation Advisors, LLC
NEW
Shares839
Change+839
Value$214.2K
Filed 2026-11-05
TrustBank
INCREASED
Shares838 from 826
Change+12 (+1%)
Value$214.0K (+$74.3K)
Filed 2026-10-20
Romano Brothers and Company
NEW
Shares837
Change+837
Value$213.7K
Filed 2026-10-22
Good Steward Wealth Advisors,LLC
NEW
Shares833
Change+833
Value$212.7K
Filed 2026-11-06
James Hambro & Partners LLP
NEW
Shares833
Change+833
Value$212.7K
Filed 2026-10-19
McClarren Financial Advisors, Inc.
NEW
Shares832
Change+832
Value$212.4K
Filed 2026-10-15
Franklin Street Advisors Inc
NEW
Shares831
Change+831
Value$212.2K
Filed 2026-10-13
Strategic Blueprint, LLC
NEW
Shares830
Change+830
Value$212.0K
Filed 2026-10-22
Leelyn Smith, LLC
NEW
Shares828
Change+828
Value$211.4K
Filed 2026-11-03
SeaBridge Investment Advisors LLC
NEW
Shares823
Change+823
Value$210.1K
Filed 2026-11-02
Asset Dedication, LLC
DECREASED
Shares822 from 898
Change-76 (-8%)
Value$209.9K (+$58.1K)
Filed 2026-11-03
Genesis Private Wealth, LLC
NEW
Shares815
Change+815
Value$208.1K
Filed 2026-11-02
Elco Management Co., LLC
NEW
Shares813
Change+813
Value$207.6K
Filed 2026-10-14
Archford Capital Strategies, LLC
NEW
Shares812
Change+812
Value$207.3K
Filed 2026-10-19
Deroy & Devereaux Private Investment Counsel Inc
NEW
Shares812
Change+812
Value$207
Filed 2026-10-26
KFA Private Wealth Group, LLC
NEW
Shares810
Change+810
Value$207.1K
Filed 2026-10-07
Stanley-Laman Group, Ltd.
NEW
Shares810
Change+810
Value$206.8K
Filed 2026-10-20
Mayfair Advisory Group, LLC
NEW
Shares804
Change+804
Value$205.3K
Filed 2026-10-20
TrueWealth Advisors, LLC
NEW
Shares803
Change+803
Value$204.9K
Filed 2026-10-09
Mitchell Capital Management Co
NEW
Shares800
Change+800
Value$204.2K
Filed 2026-10-29
Uptown Financial Advisors LLC
NEW
Shares800
Change+800
Value$204.2K
Filed 2026-10-15
Quad-Cities Investment Group, LLC
NEW
Shares800
Change+800
Value$204.2K
Filed 2026-10-16
Midwest Financial Group LLC
NEW
Shares800
Change+800
Value$204.2K
Filed 2026-10-15
Silvia Mccoll Wealth Management, LLC
NEW
Shares798
Change+798
Value$203.7K
Filed 2026-10-07
William Blair Investment Management, LLC
DECREASED
Shares798 from 1,285
Change-487 (-38%)
Value$203.7K (-$13.5K)
Filed 2026-11-06
PFS Partners, LLC
INCREASED
Shares795 from 792
Change+3 (+0%)
Value$202.9K (+$69.0K)
Filed 2026-10-21
Moody Lynn Lieberson & Walker, LLC
NEW
Shares794
Change+794
Value$202.7K
Filed 2026-10-14
Sunbeam Capital Management, LLC
NEW
Shares793
Change+793
Value$202.5K
Filed 2026-11-05
TMB Capital Partners, LLC
NEW
Shares787
Change+787
Value$201.0K
Filed 2026-10-20
Gleason Group, Inc.
INCREASED
Shares775 from 771
Change+4 (+1%)
Value$197.9K (+$67.5K)
Filed 2026-10-15
Clearstead Trust, LLC
INCREASED
Shares743 from 660
Change+83 (+13%)
Value$189.7K (+$78.1K)
Filed 2026-11-06
Brown, Lisle Ings, Inc.
DECREASED
Shares743 from 780
Change-37 (-5%)
Value$189.7K (+$57.8K)
Filed 2026-10-16
Compagnie Lombard Odier SCmA
UNCHANGED
Shares742 from 742
Change0 (0%)
Value$189.4K (+$64.0K)
Filed 2026-11-04
NBH Bank
INCREASED
Shares740 from 710
Change+30 (+4%)
Value$188.9K (+$68.9K)
Filed 2026-11-05
Golden State Wealth Management, LLC
DECREASED
Shares735 from 739
Change-4 (-1%)
Value$187.9K (+$62.9K)
Filed 2026-11-02
Gen-Wealth Partners Inc
INCREASED
Shares727 from 259
Change+468 (+181%)
Value$185.6K (+$141.8K)
Filed 2026-11-04
Tower View Wealth Management LLC
INCREASED
Shares717 from 713
Change+4 (+1%)
Value$183.0K (+$62.4K)
Filed 2026-10-23
Miller Wealth Advisors, LLC
UNCHANGED
Shares715 from 715
Change0 (0%)
Value$182.5K (+$61.7K)
Filed 2026-11-02
Tower Trust & Investment Co
UNCHANGED
Shares714 from 714
Change0 (0%)
Value$182.3K (+$61.6K)
Filed 2026-10-28
Zions Bancorporation, National Association
INCREASED
Shares713 from 689
Change+24 (+3%)
Value$182.0K (+$65.6K)
Filed 2026-11-06
First Bancorp, Inc
UNCHANGED
Shares712 from 712
Change0 (0%)
Value$181.8K (+$61.4K)
Filed 2026-10-26
United Community Bank
INCREASED
Shares711 from 595
Change+116 (+20%)
Value$181.5K (+$80.9K)
Filed 2026-10-28
Kentucky Trust Co
UNCHANGED
Shares706 from 706
Change0 (0%)
Value$180.2K (+$60.9K)
Filed 2026-10-15
Piscataqua Savings Bank
DECREASED
Shares694 from 714
Change-20 (-3%)
Value$177.2K (+$56.5K)
Filed 2026-10-21
Vaquero Private Wealth, LTD
DECREASED
Shares694 from 709
Change-15 (-2%)
Value$177.2K (+$57.2K)
Filed 2026-10-27
Toth Financial Advisory Corp
UNCHANGED
Shares682 from 682
Change0 (0%)
Value$174.1K (+$58.8K)
Filed 2026-10-08
Evermay Wealth Management LLC
UNCHANGED
Shares670 from 670
Change0 (0%)
Value$171.1K (+$57.8K)
Filed 2026-11-05
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares657 from 100
Change+557 (+557%)
Value$168.0K (+$151.1K)
Filed 2026-10-16
City State Bank
INCREASED
Shares651 from 561
Change+90 (+16%)
Value$166.2K (+$71.4K)
Filed 2026-10-20
Buck Wealth Strategies, LLC
DECREASED
Shares648 from 741
Change-93 (-13%)
Value$165.5K (+$40.2K)
Filed 2026-10-28
DecisionPoint Financial, LLC
INCREASED
Shares635 from 632
Change+3 (+0%)
Value$167.8K (+$57.5K)
Filed 2026-10-27
Kimelman & Baird, LLC
UNCHANGED
Shares625 from 625
Change0 (0%)
Value$159.6K (+$53.9K)
Filed 2026-11-03
Southern Michigan Bank & Trust
UNCHANGED
Shares625 from 625
Change0 (0%)
Value$159.6K (+$53.9K)
Filed 2026-10-19
Key FInancial Inc
INCREASED
Shares624 from 615
Change+9 (+1%)
Value$159.3K (+$55.3K)
Filed 2026-11-02
Main Street Group, LTD
UNCHANGED
Shares616 from 616
Change0 (0%)
Value$157.3K (+$53.1K)
Filed 2026-10-28
Community Financial Services Group, LLC
INCREASED
Shares615 from 563
Change+52 (+9%)
Value$162.5K (+$64.3K)
Filed 2026-10-15
Bayban
UNCHANGED
Shares576 from 576
Change0 (0%)
Value$97.4K ($0)
Filed 2026-11-05
NorthAvenue LLC
UNCHANGED
Shares575 from 575
Change0 (0%)
Value$146.8K (+$49.6K)
Filed 2026-10-29
Hager Investment Management Services, LLC
DECREASED
Shares574 from 591
Change-17 (-3%)
Value$146.5K (+$46.6K)
Filed 2026-11-04
West Paces Advisors Inc.
INCREASED
Shares572 from 564
Change+8 (+1%)
Value$146.0K (+$50.7K)
Filed 2026-10-13
JFS Wealth Advisors, LLC
UNCHANGED
Shares572 from 572
Change0 (0%)
Value$146.0K (+$49.3K)
Filed 2026-11-03
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares557 from 557
Change0 (0%)
Value$142.2K (+$48.0K)
Filed 2026-11-02
Harbor Asset Planning, Inc.
UNCHANGED
Shares533 from 533
Change0 (0%)
Value$136.2K (+$46.0K)
Filed 2026-10-23
Sarver Vrooman Wealth Advisors
UNCHANGED
Shares533 from 533
Change0 (0%)
Value$136.1K (+$41.1K)
Filed 2026-10-01
Kingdom Financial Group Llc.
NEW
Shares529
Change+529
Value$135.1K
Filed 2026-11-04
Rakuten Securities, Inc.
INCREASED
Shares526 from 265
Change+261 (+98%)
Value$134.3K (+$89.5K)
Filed 2026-11-02
Silver Grove Financial Group, Inc.
INCREASED
Shares515 from 500
Change+15 (+3%)
Value$131.4K (+$46.8K)
Filed 2026-11-05
Clark Wealth Partners
DECREASED
Shares513 from 730
Change-217 (-30%)
Value$130.9K (+$7.5K)
Filed 2026-10-19
Physician Wealth Advisors, Inc.
INCREASED
Shares511 from 494
Change+17 (+3%)
Value$130.6K (+$47.1K)
Filed 2026-10-20
Flagship Wealth Advisors, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$127.7K (+$43.1K)
Filed 2026-11-03
Valley Wealth Managers, Inc.
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$127.7K (+$43.1K)
Filed 2026-10-09
Duncker Streett & Co Inc
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$127.7K (+$43.1K)
Filed 2026-10-27
Acima Private Wealth, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$127.7K (+$43.1K)
Filed 2026-10-05
Signature Equity Partners, LLC
DECREASED
Shares498 from 633
Change-135 (-21%)
Value$127.2K (+$20.2K)
Filed 2026-10-29
Jnba Financial Advisors
UNCHANGED
Shares489 from 489
Change0 (0%)
Value$124.8K (+$42.2K)
Filed 2026-11-03
Livelsberger Financial Advisory
NEW
Shares466
Change+466
Value$119.0K
Filed 2026-10-28
Salomon & Ludwin, LLC
UNCHANGED
Shares456 from 456
Change0 (0%)
Value$116.4K (+$36.8K)
Filed 2026-10-29
Fortitude Family Office, LLC
INCREASED
Shares453 from 300
Change+153 (+51%)
Value$115.7K (+$64.9K)
Filed 2026-10-14
Financially Speaking Inc
INCREASED
Shares441 from 435
Change+6 (+1%)
Value$112.5K (+$33.2K)
Filed 2026-11-05
Beacon Investment Advisory Services, Inc.
INCREASED
Shares440 from 370
Change+70 (+19%)
Value$112.3K (+$49.8K)
Filed 2026-10-13
Godsey & Gibb, Inc
UNCHANGED
Shares435 from 435
Change0 (0%)
Value$111.1K (+$37.5K)
Filed 2026-10-14
First Horizon Corp
UNCHANGED
Shares408 from 408
Change0 (0%)
Value$104.2K (+$35.2K)
Filed 2026-10-26
Balance Wealth Partners LLC
NEW
Shares398
Change+398
Value$101.6K
Filed 2026-10-27
Moisand Fitzgerald Tamayo, LLC
UNCHANGED
Shares385 from 385
Change0 (0%)
Value$98.3K (+$33.2K)
Filed 2026-10-15
GK Wealth Management LLC
NEW
Shares384
Change+384
Value$98.2K
Filed 2026-10-09
Financial Perspectives, Inc
INCREASED
Shares368 from 88
Change+280 (+318%)
Value$94.0K (+$79.1K)
Filed 2026-11-03
Manchester Capital Management LLC
DECREASED
Shares367 from 387
Change-20 (-5%)
Value$93.7K (+$28.3K)
Filed 2026-10-22
Covestor Ltd
INCREASED
Shares363 from 319
Change+44 (+14%)
Value$93 (-$53.9K)
Filed 2026-10-30
Team Financial Group, LLC
NEW
Shares360
Change+360
Value$91.9K
Filed 2026-10-30
Activest Wealth Management
DECREASED
Shares352 from 353
Change-1 (0%)
Value$89.9K (+$30.2K)
Filed 2026-10-15
Evolution Wealth Management Inc.
DECREASED
Shares348 from 439
Change-91 (-21%)
Value$88.8K (+$14.5K)
Filed 2026-10-28
Pittenger & Anderson Inc
UNCHANGED
Shares342 from 342
Change0 (0%)
Value$87.3K (+$29.5K)
Filed 2026-11-02
Financial Consulate, Inc
INCREASED
Shares335 from 329
Change+6 (+2%)
Value$85.5K (+$29.9K)
Filed 2026-10-23
Harbor Capital Advisors, Inc.
NEW
Shares330
Change+330
Value$84
Filed 2026-10-22
Dynamic Wealth Strategies, LLC
UNCHANGED
Shares330 from 330
Change0 (0%)
Value$84.3K (+$28.5K)
Filed 2026-10-16
Guardian Partners Inc.
DECREASED
Shares325 from 725
Change-400 (-55%)
Value$83.0K (-$39.6K)
Filed 2026-10-21
Quaker Wealth Management, LLC
INCREASED
Shares311 from 308
Change+3 (+1%)
Value$79.4K (+$27.3K)
Filed 2026-10-22
Whipplewood Advisors, LLC
DECREASED
Shares300 from 310
Change-10 (-3%)
Value$76.6K (+$24.2K)
Filed 2026-10-20
SRH Advisors, LLC
UNCHANGED
Shares299 from 299
Change0 (0%)
Value$76.3K (+$25.8K)
Filed 2026-10-22
Midwest Capital Advisors, LLC
INCREASED
Shares296 from 114
Change+182 (+160%)
Value$75.6K (+$56.3K)
Filed 2026-11-04
Bayforest Capital Ltd
NEW
Shares289
Change+289
Value$73.8K
Filed 2026-11-03
Bell Investment Advisors, Inc
DECREASED
Shares289 from 314
Change-25 (-8%)
Value$73.8K (+$20.7K)
Filed 2026-10-29
Morton Brown Family Wealth, LLC
UNCHANGED
Shares289 from 289
Change0 (0%)
Value$73.8K (+$24.9K)
Filed 2026-10-23
John Boyer, Inc.
NEW
Shares287
Change+287
Value$73.4K
Filed 2026-10-27
Madden Securities Corp
NEW
Shares285
Change+285
Value$72.8K
Filed 2026-10-27
Owl Creek Wealth Partners LLC
UNCHANGED
Shares283 from 283
Change0 (0%)
Value$72.3K (+$24.4K)
Filed 2026-10-20
Signature Resources Capital Management, LLC
INCREASED
Shares280 from 272
Change+8 (+3%)
Value$71.5K (+$25.5K)
Filed 2026-10-16
Country Trust Bank
INCREASED
Shares278 from 260
Change+18 (+7%)
Value$71.0K (+$27.0K)
Filed 2026-10-30
Steph & Co
UNCHANGED
Shares276 from 276
Change0 (0%)
Value$70.5K (+$23.8K)
Filed 2026-10-07
Sfam, LLC
UNCHANGED
Shares267 from 267
Change0 (0%)
Value$68.2K (+$23.0K)
Filed 2026-11-03
Barnes Dennig Private Wealth Management LLC
INCREASED
Shares265 from 178
Change+87 (+49%)
Value$67.7K (+$37.6K)
Filed 2026-10-30
Peterson Wealth Management
INCREASED
Shares251 from 250
Change+1 (+0%)
Value$64.2K (+$21.9K)
Filed 2026-11-06
Hoese & Co LLP
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$63.8K (+$21.6K)
Filed 2026-10-21
StrongBox Wealth, LLC
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$63.8K (+$21.6K)
Filed 2026-11-02
Cornerstone National Bank & Trust Co
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$66.1K (+$22.4K)
Filed 2026-10-20
Smallwood Wealth Investment Management, LLC
INCREASED
Shares249 from 248
Change+1 (+0%)
Value$63.7K (+$21.7K)
Filed 2026-10-30
Dorato Capital Management
UNCHANGED
Shares245 from 245
Change0 (0%)
Value$66.5K (+$20.4K)
Filed 2026-10-08
Blue Bell Private Wealth Management, LLC
INCREASED
Shares235 from 142
Change+93 (+65%)
Value$60.0K (+$36.0K)
Filed 2026-10-29
Plante Moran Financial Advisors, LLC
INCREASED
Shares230 from 142
Change+88 (+62%)
Value$58.7K (+$34.7K)
Filed 2026-11-04
Rydar Equities, Inc.
NEW
Shares224
Change+224
Value$60.9K
Filed 2026-10-13
Ashurst Perkins Coie Trust Co
INCREASED
Shares224 from 215
Change+9 (+4%)
Value$57.2K (+$20.8K)
Filed 2026-10-15
Meriwether Wealth & Planning, LLC
NEW
Shares218
Change+218
Value$55.7K
Filed 2026-10-13
Bank & Trust Co
UNCHANGED
Shares217 from 217
Change0 (0%)
Value$55.4K (+$18.7K)
Filed 2026-10-07
Wolff Wiese Magana LLC
UNCHANGED
Shares214 from 214
Change0 (0%)
Value$54.6K (+$18.5K)
Filed 2026-10-15
Concord Wealth Partners
INCREASED
Shares212 from 173
Change+39 (+23%)
Value$54.1K (+$24.8K)
Filed 2026-11-02
Navigoe, LLC
INCREASED
Shares211 from 209
Change+2 (+1%)
Value$53 (-$34.9K)
Filed 2026-11-04
Three Bridge Wealth Advisors, LLC
NEW
Shares202
Change+202
Value$51.6K
Filed 2026-11-05
GoalVest Advisory LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$51.1K (+$17.3K)
Filed 2026-10-02
Coston, McIsaac & Partners
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$51.1K (+$51.0K)
Filed 2026-11-06
Accordant Advisory Group Inc
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$51.1K (+$17.3K)
Filed 2026-10-29
New England Capital Financial Advisors LLC
DECREASED
Shares199 from 331
Change-132 (-40%)
Value$50.8K (-$5.2K)
Filed 2026-11-03
Lipe & Dalton
NEW
Shares190
Change+190
Value$49
Filed 2026-10-15
Global Trust Asset Management, LLC
UNCHANGED
Shares189 from 189
Change0 (0%)
Value$48.1K (+$16.3K)
Filed 2026-10-19
Hoey Investments, Inc
UNCHANGED
Shares184 from 184
Change0 (0%)
Value$47.0K (+$15.9K)
Filed 2026-10-29
Private Wealth Management Group, LLC
UNCHANGED
Shares183 from 183
Change0 (0%)
Value$46.7K (+$15.8K)
Filed 2026-10-19
Joseph Group Capital Management
INCREASED
Shares182 from 144
Change+38 (+26%)
Value$46.5K (+$22.1K)
Filed 2026-11-04
J.Safra Asset Management Corp
UNCHANGED
Shares178 from 178
Change0 (0%)
Value$45.4K (+$15.4K)
Filed 2026-11-03
Compass Financial Management LLC
INCREASED
Shares177 from 157
Change+20 (+13%)
Value$45.2K (+$17.7K)
Filed 2026-10-30
First Premier Bank
UNCHANGED
Shares176 from 176
Change0 (0%)
Value$45 (+$15)
Filed 2026-10-13
High Point Wealth Management, LLC
INCREASED
Shares175 from 174
Change+1 (+1%)
Value$44.6K (+$15.2K)
Filed 2026-11-05
Byrne Asset Management LLC
UNCHANGED
Shares173 from 173
Change0 (0%)
Value$45.7K (+$16.5K)
Filed 2026-10-06
Putney Financial Group LLC
NEW
Shares170
Change+170
Value$43.4K
Filed 2026-10-30
Highline Wealth Partners LLC
INCREASED
Shares170 from 114
Change+56 (+49%)
Value$43.3K (+$23.9K)
Filed 2026-10-19
Mainstream Capital Management LLC
NEW
Shares168
Change+168
Value$42.9K
Filed 2026-10-23
Heritage Family Offices, LLP
NEW
Shares167
Change+167
Value$42.6K
Filed 2026-11-02
First United Bank & Trust
UNCHANGED
Shares165 from 165
Change0 (0%)
Value$42.1K (+$14.2K)
Filed 2026-10-22
Advantage Trust Co
UNCHANGED
Shares162 from 162
Change0 (0%)
Value$41.4K (+$14.0K)
Filed 2026-10-19
Cape Investment Advisory, Inc.
DECREASED
Shares158 from 186
Change-28 (-15%)
Value$40.3K (+$8.9K)
Filed 2026-10-13
AXS Investments LLC
INCREASED
Shares157 from 156
Change+1 (+1%)
Value$40.1K (+$13.7K)
Filed 2026-11-04
Burkett Financial Services, LLC
INCREASED
Shares155 from 154
Change+1 (+1%)
Value$39.7K (+$13.5K)
Filed 2026-10-01
Albion Financial Group
DECREASED
Shares153 from 409
Change-256 (-63%)
Value$39.2K (-$30.0K)
Filed 2026-10-21
Creative Capital Management Investments LLC
INCREASED
Shares153 from 143
Change+10 (+7%)
Value$39.1K (+$14.9K)
Filed 2026-10-28
Ares Financial Consulting, LLC
DECREASED
Shares153 from 157
Change-4 (-3%)
Value$39.1K (+$12.5K)
Filed 2026-10-19
Fairscale Capital, LLC
INCREASED
Shares153 from 150
Change+3 (+2%)
Value$43.1K (+$17.8K)
Filed 2026-11-04
Transce3nd, LLC
NEW
Shares150
Change+150
Value$43.5K
Filed 2026-10-26
Axiom Investment Management LLC
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$38.3K (+$12.9K)
Filed 2026-11-03
Next Level Wealth Planning, LLC
NEW
Shares141
Change+141
Value$36.0K
Filed 2026-10-29
Beacon Financial Strategies Corp
UNCHANGED
Shares138 from 138
Change0 (0%)
Value$35.2K (+$11.9K)
Filed 2026-10-14
Bare Financial Services, Inc
INCREASED
Shares137 from 113
Change+24 (+21%)
Value$35.0K (+$15.9K)
Filed 2026-11-04
James T. Borello RIA
UNCHANGED
Shares135 from 135
Change0 (0%)
Value$34.5K (+$11.6K)
Filed 2026-10-16
University of Texas S AM Investment Management Co
UNCHANGED
Shares132 from 132
Change0 (0%)
Value$33.7K (+$11.4K)
Filed 2026-11-03
Axxion S.A.
UNCHANGED
Shares132 from 132
Change0 (0%)
Value$33.7K (+$11.4K)
Filed 2026-10-22
Downshift Financial, LLC
UNCHANGED
Shares127 from 127
Change0 (0%)
Value$32.4K (+$11.0K)
Filed 2026-10-13
Wilkerson Advisory Group LLC
INCREASED
Shares124 from 81
Change+43 (+53%)
Value$31.7K (+$18.0K)
Filed 2026-10-20
3 Factor Indexing, LLC
UNCHANGED
Shares123 from 123
Change0 (0%)
Value$31.4K (+$10.6K)
Filed 2026-10-15
Nova Financial LLC
NEW
Shares120
Change+120
Value$30.6K
Filed 2026-11-04
Olistico Wealth, LLC
UNCHANGED
Shares119 from 119
Change0 (0%)
Value$30.4K (+$10.3K)
Filed 2026-10-05
Richardson Capital Management LLC
UNCHANGED
Shares115 from 115
Change0 (0%)
Value$29.4K (+$9.9K)
Filed 2026-10-23
Carolina Wealth Advisors, LLC
INCREASED
Shares113 from 23
Change+90 (+391%)
Value$28.9K (+$25.0K)
Filed 2026-10-23
UMB Private Wealth Management, LLC
NEW
Shares112
Change+112
Value$28.6K
Filed 2026-10-19
Roxbury Financial LLC
INCREASED
Shares111 from 110
Change+1 (+1%)
Value$28.3K (+$9.7K)
Filed 2026-10-01
First Community Trust NA
UNCHANGED
Shares111 from 111
Change0 (0%)
Value$28.3K (+$9.6K)
Filed 2026-10-07
Acumen Wealth Advisors, LLC
NEW
Shares109
Change+109
Value$27.8K
Filed 2026-11-05
High Note Wealth, LLC
INCREASED
Shares105 from 56
Change+49 (+88%)
Value$26.8K (+$17.3K)
Filed 2026-10-27
Alpine Bank Wealth Management
INCREASED
Shares104 from 83
Change+21 (+25%)
Value$26.6K (+$12.5K)
Filed 2026-10-16
Barrett & Company, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$25.5K (+$8.6K)
Filed 2026-10-22
Richardson Financial Services Inc.
INCREASED
Shares97 from 40
Change+57 (+143%)
Value$24.8K (+$18.0K)
Filed 2026-10-30
WPG Advisers, LLC
INCREASED
Shares95 from 92
Change+3 (+3%)
Value$24.3K (+$8.7K)
Filed 2026-10-27
Arlington Trust Co LLC
DECREASED
Shares94 from 129
Change-35 (-27%)
Value$24.0K (+$2.2K)
Filed 2026-10-20
Cedar Mountain Advisors, LLC
UNCHANGED
Shares94 from 94
Change0 (0%)
Value$24.0K (+$8.1K)
Filed 2026-10-15
Ascentis Wealth Management, LLC
NEW
Shares92
Change+92
Value$23.5K
Filed 2026-11-03
Bay Harbor Wealth Management, LLC
INCREASED
Shares92 from 74
Change+18 (+24%)
Value$23.5K (+$11.0K)
Filed 2026-11-03
West Branch Capital LLC
UNCHANGED
Shares92 from 92
Change0 (0%)
Value$23.4K (+$7.9K)
Filed 2026-10-20
Strengthening Families & Communities, LLC
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$22.9K (+$7.6K)
Filed 2026-10-21
IAG Wealth Partners, LLC
UNCHANGED
Shares85 from 85
Change0 (0%)
Value$21.7K (+$7.3K)
Filed 2026-11-06
Latitude Advisors, LLC
NEW
Shares83
Change+83
Value$21.2K
Filed 2026-10-27
North Point Portfolio Managers Corp
NEW
Shares82
Change+82
Value$20.9K
Filed 2026-10-07
MJT & Associates Financial Advisory Group, Inc.
DECREASED
Shares82 from 99
Change-17 (-17%)
Value$20.9K (+$4.2K)
Filed 2026-10-07
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A.
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$20.4K (+$6.9K)
Filed 2026-10-23
Reyes Financial Architecture, Inc.
NEW
Shares77
Change+77
Value$19.7K
Filed 2026-10-22
Hughes Financial Services, LLC
INCREASED
Shares76 from 28
Change+48 (+171%)
Value$20.7K (+$16.0K)
Filed 2026-10-30
Markowski Investments
UNCHANGED
Shares74 from 74
Change0 (0%)
Value$18.9K (+$6.4K)
Filed 2026-10-30
Hickory Point Bank & Trust
UNCHANGED
Shares74 from 74
Change0 (0%)
Value$18.9K (+$6.4K)
Filed 2026-10-01
Yankcom Partnership
UNCHANGED
Shares74 from 74
Change0 (0%)
Value$18.9K (+$6.4K)
Filed 2026-10-15
Valued Wealth Advisors LLC
INCREASED
Shares73 from 71
Change+2 (+3%)
Value$18.7K (+$6.7K)
Filed 2026-11-05
Elevation Wealth Partners, LLC
INCREASED
Shares73 from 71
Change+2 (+3%)
Value$18.6K (+$6.6K)
Filed 2026-10-07
Kelleher Financial Advisors
DECREASED
Shares72 from 171
Change-99 (-58%)
Value$18.4K (-$10.5K)
Filed 2026-10-30
Virginia Estate & Retirement Planning Advisors Inc.
UNCHANGED
Shares65 from 65
Change0 (0%)
Value$16.6K (+$5.6K)
Filed 2026-10-14
Atwood & Palmer Inc
UNCHANGED
Shares65 from 65
Change0 (0%)
Value$16.6K (+$5.6K)
Filed 2026-10-08
Abound Wealth Management
INCREASED
Shares60 from 45
Change+15 (+33%)
Value$15.4K (+$7.7K)
Filed 2026-10-26
Pacifica Partners Inc.
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$15.9K (+$5.3K)
Filed 2026-10-09
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$15.3K (+$5.2K)
Filed 2026-10-20
Noble Wealth Management PBC
INCREASED
Shares58 from 51
Change+7 (+14%)
Value$14.8K (+$6.2K)
Filed 2026-10-01
Center for Financial Planning, Inc.
UNCHANGED
Shares57 from 57
Change0 (0%)
Value$14.6K (+$4.9K)
Filed 2026-10-26
Proathlete Wealth Management LLC
NEW
Shares56
Change+56
Value$14.3K
Filed 2026-10-15
Planning Strategies Inc.
INCREASED
Shares55 from 53
Change+2 (+4%)
Value$14.0K (+$5.1K)
Filed 2026-10-02
Old Second National Bank of Aurora
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$14.0K (+$4.7K)
Filed 2026-10-22
Entrust Financial LLC
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$14.0K (+$4.7K)
Filed 2026-11-04
Polaris Financial Partners
NEW
Shares54
Change+54
Value$14
Filed 2026-10-02
Align Financial, LLC
INCREASED
Shares53 from 50
Change+3 (+6%)
Value$13.5K (+$5.1K)
Filed 2026-10-16
Financial Network Wealth Advisors LLC
INCREASED
Shares52 from 44
Change+8 (+18%)
Value$13.3K (+$5.8K)
Filed 2026-10-28
RMG Wealth Management LLC
UNCHANGED
Shares51 from 51
Change0 (0%)
Value$14.4K (+$2.9K)
Filed 2026-10-26
Quest 10 Wealth Builders, Inc.
NEW
Shares50
Change+50
Value$12.8K
Filed 2026-11-02
Kroeger Financial Partners
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$12.8K (+$4.3K)
Filed 2026-10-19
Prudent Man Investment Management, Inc.
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$12.8K (+$6.3K)
Filed 2026-11-03
Marquette Asset Management, LLC
UNCHANGED
Shares46 from 46
Change0 (0%)
Value$11.7K (+$4.0K)
Filed 2026-10-09
Bradley & Co. Private Wealth Management, LLC
DECREASED
Shares44 from 67
Change-23 (-34%)
Value$11.2K (-$93)
Filed 2026-10-23
Maryland Capital Advisors Inc.
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$11.2K (+$3.8K)
Filed 2026-10-15
DeDora Capital, Inc.
NEW
Shares42
Change+42
Value$10.7K
Filed 2026-10-26
Elevated Capital Advisors, LLC
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$10.3K (+$3.5K)
Filed 2026-11-04
United Financial Planning Group LLC
UNCHANGED
Shares39 from 39
Change0 (0%)
Value$10.0K (+$3.4K)
Filed 2026-11-04
Montgomery Financial Services LLC
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$9.5K (+$3.2K)
Filed 2026-11-03
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$9.4K (+$3.2K)
Filed 2026-10-16
Essential Investment Partners LLC
NEW
Shares36
Change+36
Value$9.2K
Filed 2026-10-27
William Mack & Associates, Inc.
NEW
Shares35
Change+35
Value$8.9K
Filed 2026-10-27
POM Investment Strategies, LLC
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$8.9K (+$3.0K)
Filed 2026-10-20
Fiduciary Advisors, Inc.
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$8.9K (+$3.0K)
Filed 2026-10-16
Horrell Capital Management, Inc.
UNCHANGED
Shares34 from 34
Change0 (0%)
Value$8.7K (+$2.9K)
Filed 2026-10-08
Tradewinds Capital Management, LLC
UNCHANGED
Shares34 from 34
Change0 (0%)
Value$8.7K (+$2.9K)
Filed 2026-10-23
Monetary Solutions, Ltd
INCREASED
Shares32 from 31
Change+1 (+3%)
Value$8.2K (+$2.9K)
Filed 2026-10-22
Thompson Investment Management, Inc.
DECREASED
Shares30 from 430
Change-400 (-93%)
Value$7.7K (-$65.0K)
Filed 2026-10-14
First Financial Corp
DECREASED
Shares30 from 69
Change-39 (-57%)
Value$7.7K (-$4.0K)
Filed 2026-10-13
CGC Financial Services, LLC
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$7.1K (+$2.4K)
Filed 2026-10-13
Retirement Wealth Solutions LLC
INCREASED
Shares26 from 19
Change+7 (+37%)
Value$6.6K (+$3.4K)
Filed 2026-10-07
KFG LLC
NEW
Shares25
Change+25
Value$6.4K
Filed 2026-11-02
Spurstone Advisory Services, LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$6.6K (+$2.2K)
Filed 2026-11-02
Torren Management, LLC
INCREASED
Shares23 from 22
Change+1 (+5%)
Value$5.8K (+$2.0K)
Filed 2026-10-29
Bfsg, LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$5.1K (+$1.7K)
Filed 2026-10-30
IMG Wealth Management, Inc.
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$4.3K (+$1.5K)
Filed 2026-10-27
Sunrise Financial Services, LLC
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$4.1K (+$1.4K)
Filed 2026-10-21
Washington Trust Advisors, Inc.
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$4.1K (+$1.4K)
Filed 2026-10-22
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$3.6K (+$1.2K)
Filed 2026-10-23
Davis Capital Management
INCREASED
Shares13 from 10
Change+3 (+30%)
Value$3.3K (+$1.6K)
Filed 2026-10-08
Winthrop Capital Management, LLC
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$3.3K (+$3.3K)
Filed 2026-11-05
Maseco LLP
NEW
Shares12
Change+12
Value$3.1K
Filed 2026-10-27
Aspect Partners, LLC
INCREASED
Shares12 from 10
Change+2 (+20%)
Value$3.1K (+$1.4K)
Filed 2026-10-20
Fortis Group Advisors, LLC
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$2.8K (+$948)
Filed 2026-11-06
Advocate Investing Services LLC
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$2.8K (+$948)
Filed 2026-10-26
Canton Hathaway, LLC
NEW
Shares8
Change+8
Value$2.0K
Filed 2026-10-23
PayPay Securities Corp
DECREASED
Shares8 from 9
Change-1 (-11%)
Value$2.0K (+$521)
Filed 2026-10-27
Kings Path Partners LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$2.0K (+$690)
Filed 2026-10-21
Breakwater Investment Management
INCREASED
Shares7 from 4
Change+3 (+75%)
Value$1.8K (+$1.1K)
Filed 2026-10-20
Mascoma Wealth Management LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$1.5K (+$518)
Filed 2026-10-23
Trifecta Capital Advisors, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$1.3K (+$431)
Filed 2026-10-21
Nvest Wealth Strategies, Inc.
INCREASED
Shares4 from 2
Change+2 (+100%)
Value$1.0K (+$683)
Filed 2026-10-14
Friedenthal Financial
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$980 (+$334)
Filed 2026-10-27
Mosley Wealth Management
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$578 (+$240)
Filed 2026-10-16
Gilpin Wealth Management, LLC
NEW
Shares1
Change+1
Value$256
Filed 2026-10-09
St. Johns Investment Management Company, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$255 (+$86)
Filed 2026-10-30
Agman Capital LLC
CLOSED
Shares0 from 183,634
Change-183,634 (-100%)
Value$0 (-$3.2M)
Filed 2026-10-29
Altrius Capital Management Inc
CLOSED
Shares0 from 38,879
Change-38,879 (-100%)
Value$0 (-$6.6M)
Filed 2026-11-05
Smith Group Asset Management, LLC
CLOSED
Shares0 from 10,154
Change-10,154 (-100%)
Value$0 (-$1.7M)
Filed 2026-10-27
Bellecapital International Ltd.
CLOSED
Shares0 from 9,091
Change-9,091 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-21
Abundance Wealth Counselors
CLOSED
Shares0 from 5,606
Change-5,606 (-100%)
Value$0 (-$947.7K)
Filed 2026-10-26
Imc-Chicago, LLC
CLOSED
Shares0 from 5,384
Change-5,384 (-100%)
Value$0 (-$910.2K)
Filed 2026-11-05
Nippon Life Global Investors Americas, Inc.
CLOSED
Shares0 from 4,320
Change-4,320 (-100%)
Value$0 (-$730.3K)
Filed 2026-10-29
Cookson Peirce & Co Inc
CLOSED
Shares0 from 3,512
Change-3,512 (-100%)
Value$0 (-$593.7K)
Filed 2026-10-30
Ballew Advisors, Inc
CLOSED
Shares0 from 3,456
Change-3,456 (-100%)
Value$0 (-$609.8K)
Filed 2026-10-05
Waycross Partners, LLC
CLOSED
Shares0 from 2,965
Change-2,965 (-100%)
Value$0 (-$501.2K)
Filed 2026-11-03
Seamount Financial Group Inc
CLOSED
Shares0 from 2,602
Change-2,602 (-100%)
Value$0 (-$439.9K)
Filed 2026-10-21
R Squared Ltd
CLOSED
Shares0 from 2,076
Change-2,076 (-100%)
Value$0 (-$350.9K)
Filed 2026-11-06
Teza Capital Management LLC
CLOSED
Shares0 from 2,032
Change-2,032 (-100%)
Value$0 (-$343.5K)
Filed 2026-10-23
Wellington Shields & Co., LLC
CLOSED
Shares0 from 1,832
Change-1,832 (-100%)
Value$0 (-$309.7K)
Filed 2026-11-03
Schear Investment Advisers, LLC
CLOSED
Shares0 from 1,626
Change-1,626 (-100%)
Value$0 (-$274.9K)
Filed 2026-10-14
Saxon Interests, Inc.
CLOSED
Shares0 from 1,475
Change-1,475 (-100%)
Value$0 (-$249.3K)
Filed 2026-10-26
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 1,292
Change-1,292 (-100%)
Value$0 (-$218.4K)
Filed 2026-11-03
Paragon Private Wealth Management, LLC
CLOSED
Shares0 from 1,270
Change-1,270 (-100%)
Value$0 (-$214.6K)
Filed 2026-10-20
Able Financial Group, LLC
CLOSED
Shares0 from 1,186
Change-1,186 (-100%)
Value$0 (-$200.5K)
Filed 2026-10-14
Scarborough Advisors, LLC
CLOSED
Shares0 from 1,132
Change-1,132 (-100%)
Value$0 (-$203.2K)
Filed 2026-10-16
Catalyst Capital Advisors LLC
CLOSED
Shares0 from 468
Change-468 (-100%)
Value$0 (-$79.1K)
Filed 2026-11-02
Summit Securities Group LLC
CLOSED
Shares0 from 373
Change-373 (-100%)
Value$0 (-$63.1K)
Filed 2026-11-05
Evolution Advisers, Inc.
CLOSED
Shares0 from 355
Change-355 (-100%)
Value$0 (-$60.0K)
Filed 2026-11-06
Tsfg, LLC
CLOSED
Shares0 from 273
Change-273 (-100%)
Value$0 (-$46.0K)
Filed 2026-10-23
Gill Capital Partners, LLC
CLOSED
Shares0 from 271
Change-271 (-100%)
Value$0 (-$45.8K)
Filed 2026-10-13
Stone House Investment Management, LLC
CLOSED
Shares0 from 261
Change-261 (-100%)
Value$0 (-$44.0K)
Filed 2026-10-23
Founders Capital Management
CLOSED
Shares0 from 215
Change-215 (-100%)
Value$0 (-$36.3K)
Filed 2026-10-13
Cornerstone Planning Group LLC
CLOSED
Shares0 from 210
Change-210 (-100%)
Value$0 (-$44.4K)
Filed 2026-10-16
Robinswood Financial LLC
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$33.8K)
Filed 2026-10-20
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 172
Change-172 (-100%)
Value$0 (-$29.1K)
Filed 2026-10-26
Wellington Grp LLC
CLOSED
Shares0 from 168
Change-168 (-100%)
Value$0 (-$30.6K)
Filed 2026-11-06
Arvest Investments, Inc.
CLOSED
Shares0 from 117
Change-117 (-100%)
Value$0 (-$19.8K)
Filed 2026-10-21
First Pacific Financial
CLOSED
Shares0 from 110
Change-110 (-100%)
Value$0 (-$18.6K)
Filed 2026-10-14
LifeSteps Financial, Inc.
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$16.9K)
Filed 2026-10-15
Western Pacific Wealth Management, LP
CLOSED
Shares0 from 95
Change-95 (-100%)
Value$0 (-$16.1K)
Filed 2026-10-16
Horizon Financial Services, LLC
CLOSED
Shares0 from 28
Change-28 (-100%)
Value$0 (-$4.7K)
Filed 2026-11-04
Bullseye Investment Management, LLC
CLOSED
Shares0 from 25
Change-25 (-100%)
Value$0 (-$4.2K)
Filed 2026-10-29
Decker Retirement Planning Inc.
CLOSED
Shares0 from 8
Change-8 (-100%)
Value$0 (-$1.4K)
Filed 2026-10-19
Halbert Hargrove Global Advisors, LLC
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 (-$949)
Filed 2026-10-16
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$851)
Filed 2026-10-29
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$357.4K (+$147.0K)
Filed 2026-10-29
BlackRock, Inc.
N/A
Shares— from 34,112,861
Change-34,112,861 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 26,183,335
Change-26,183,335 (-100%)
Value—
State Street Corp
N/A
Shares— from 26,044,694
Change-26,044,694 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 22,214,319
Change-22,214,319 (-100%)
Value—
Elliott Investment Management L.P.A
N/A
Shares— from 19,251,000
Change-19,251,000 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 12,479,393
Change-12,479,393 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 7,206,592
Change-7,206,592 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 5,613,271
Change-5,613,271 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 4,489,507
Change-4,489,507 (-100%)
Value—
Norges Bank
N/A
Shares— from 4,164,661
Change-4,164,661 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 4,088,240
Change-4,088,240 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 3,795,912
Change-3,795,912 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 3,741,815
Change-3,741,815 (-100%)
Value—
FMR LLC
N/A
Shares— from 3,728,108
Change-3,728,108 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 3,584,780
Change-3,584,780 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 2,780,067
Change-2,780,067 (-100%)
Value—
UBS Group AG
N/A
Shares— from 2,400,725
Change-2,400,725 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 2,361,396
Change-2,361,396 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 2,254,520
Change-2,254,520 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,934,094
Change-1,934,094 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 1,796,203
Change-1,796,203 (-100%)
Value—
Harris Associates L P
N/A
Shares— from 1,757,891
Change-1,757,891 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 1,736,076
Change-1,736,076 (-100%)
Value—
Boston Partners
N/A
Shares— from 1,690,972
Change-1,690,972 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 1,547,269
Change-1,547,269 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,426,974
Change-1,426,974 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,385,609
Change-1,385,609 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 1,363,770
Change-1,363,770 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 1,338,613
Change-1,338,613 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 1,311,840
Change-1,311,840 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 1,248,269
Change-1,248,269 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 1,193,125
Change-1,193,125 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 1,178,961
Change-1,178,961 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 1,130,950
Change-1,130,950 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 1,103,316
Change-1,103,316 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 1,086,732
Change-1,086,732 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,008,833
Change-1,008,833 (-100%)
Value—
Merewether Investment Management, LP
N/A
Shares— from 967,351
Change-967,351 (-100%)
Value—
Jacobs Levy Equity Management, Inc
N/A
Shares— from 945,251
Change-945,251 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 943,033
Change-943,033 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 891,113
Change-891,113 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 863,553
Change-863,553 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 829,621
Change-829,621 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 823,275
Change-823,275 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 821,974
Change-821,974 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 760,293
Change-760,293 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 736,736
Change-736,736 (-100%)
Value—
National Pension Service
N/A
Shares— from 732,811
Change-732,811 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 725,889
Change-725,889 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 690,089
Change-690,089 (-100%)
Value—
Barrow Hanley Mewhinney & Strauss LLC
N/A
Shares— from 656,397
Change-656,397 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 645,982
Change-645,982 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 632,300
Change-632,300 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 627,773
Change-627,773 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 611,599
Change-611,599 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 572,301
Change-572,301 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 570,173
Change-570,173 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 566,960
Change-566,960 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 550,361
Change-550,361 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 542,563
Change-542,563 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 517,595
Change-517,595 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 502,791
Change-502,791 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 470,824
Change-470,824 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 469,325
Change-469,325 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 462,062
Change-462,062 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 453,394
Change-453,394 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 429,784
Change-429,784 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 425,101
Change-425,101 (-100%)
Value—
Recurrent Investment Advisors LLC
N/A
Shares— from 403,016
Change-403,016 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 399,740
Change-399,740 (-100%)
Value—
Aviva PLC
N/A
Shares— from 391,997
Change-391,997 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 354,166
Change-354,166 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 347,169
Change-347,169 (-100%)
Value—
Alyeska Investment Group, L.P.
N/A
Shares— from 345,112
Change-345,112 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 344,136
Change-344,136 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 337,441
Change-337,441 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 335,903
Change-335,903 (-100%)
Value—
Capitolis Liquid Global Markets LLC
N/A
Shares— from 317,000
Change-317,000 (-100%)
Value—
RNC Capital Management LLC
N/A
Shares— from 315,716
Change-315,716 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 313,812
Change-313,812 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 313,477
Change-313,477 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 312,437
Change-312,437 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 297,358
Change-297,358 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 296,806
Change-296,806 (-100%)
Value—
Zurich Insurance Group Ltd
N/A
Shares— from 289,016
Change-289,016 (-100%)
Value—
&partners
N/A
Shares— from 283,968
Change-283,968 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 278,722
Change-278,722 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 276,908
Change-276,908 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 274,797
Change-274,797 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 262,569
Change-262,569 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 262,251
Change-262,251 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 254,943
Change-254,943 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 254,110
Change-254,110 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 250,347
Change-250,347 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 236,629
Change-236,629 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 234,191
Change-234,191 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 230,620
Change-230,620 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 229,514
Change-229,514 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 224,298
Change-224,298 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 223,910
Change-223,910 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 221,794
Change-221,794 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 220,295
Change-220,295 (-100%)
Value—
Blair William & Co
N/A
Shares— from 204,103
Change-204,103 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 202,921
Change-202,921 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 201,448
Change-201,448 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 196,117
Change-196,117 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 192,815
Change-192,815 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 192,014
Change-192,014 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 191,754
Change-191,754 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 190,233
Change-190,233 (-100%)
Value—
NFJ Investment Group, LLC
N/A
Shares— from 189,084
Change-189,084 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 180,600
Change-180,600 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 179,617
Change-179,617 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 173,128
Change-173,128 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 171,711
Change-171,711 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 170,779
Change-170,779 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 169,854
Change-169,854 (-100%)
Value—
Freestone Grove Partners LP
N/A
Shares— from 168,126
Change-168,126 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 165,500
Change-165,500 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 164,804
Change-164,804 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 158,838
Change-158,838 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 154,232
Change-154,232 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 151,112
Change-151,112 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 150,014
Change-150,014 (-100%)
Value—
Empyrean Capital Partners, LP
N/A
Shares— from 149,600
Change-149,600 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 141,072
Change-141,072 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 133,283
Change-133,283 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 130,387
Change-130,387 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 127,795
Change-127,795 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 125,491
Change-125,491 (-100%)
Value—
Encompass Capital Advisors LLC
N/A
Shares— from 124,833
Change-124,833 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 124,000
Change-124,000 (-100%)
Value—
AustralianSuper Pty Ltd
N/A
Shares— from 122,998
Change-122,998 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 121,662
Change-121,662 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 118,100
Change-118,100 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 117,597
Change-117,597 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 116,844
Change-116,844 (-100%)
Value—
Hikari Tsushin, Inc.
N/A
Shares— from 114,729
Change-114,729 (-100%)
Value—
Energy Income Partners, LLC
N/A
Shares— from 114,652
Change-114,652 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 114,480
Change-114,480 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 110,693
Change-110,693 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 109,875
Change-109,875 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 109,245
Change-109,245 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 108,973
Change-108,973 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 108,933
Change-108,933 (-100%)
Value—
Ceredex Value Advisors LLC
N/A
Shares— from 107,700
Change-107,700 (-100%)
Value—
Hamilton Capital Partners Inc.
N/A
Shares— from 107,262
Change-107,262 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 98,685
Change-98,685 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 97,615
Change-97,615 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 96,951
Change-96,951 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 95,789
Change-95,789 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 95,532
Change-95,532 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 92,687
Change-92,687 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 90,926
Change-90,926 (-100%)
Value—
Schwerin Boyle Capital Management Inc
N/A
Shares— from 89,788
Change-89,788 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 87,512
Change-87,512 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 87,394
Change-87,394 (-100%)
Value—
Aventail Capital Group, LP
N/A
Shares— from 86,188
Change-86,188 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 84,917
Change-84,917 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 82,580
Change-82,580 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 81,597
Change-81,597 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 81,320
Change-81,320 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 81,042
Change-81,042 (-100%)
Value—
Tortoise Capital Advisors, L.L.C.
N/A
Shares— from 79,224
Change-79,224 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 79,009
Change-79,009 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 77,403
Change-77,403 (-100%)
Value—
Marco Investment Management LLC
N/A
Shares— from 75,961
Change-75,961 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 75,670
Change-75,670 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 75,124
Change-75,124 (-100%)
Value—
Sagefield Capital LP
N/A
Shares— from 74,852
Change-74,852 (-100%)
Value—
Simmons Bank
N/A
Shares— from 73,577
Change-73,577 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 73,391
Change-73,391 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 72,309
Change-72,309 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 70,428
Change-70,428 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 69,865
Change-69,865 (-100%)
Value—
ING Groep NV
N/A
Shares— from 69,596
Change-69,596 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 68,389
Change-68,389 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 67,882
Change-67,882 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 67,311
Change-67,311 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 66,840
Change-66,840 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 65,747
Change-65,747 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 64,125
Change-64,125 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 63,441
Change-63,441 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 63,281
Change-63,281 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 60,896
Change-60,896 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 60,871
Change-60,871 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 60,523
Change-60,523 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 60,221
Change-60,221 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 60,008
Change-60,008 (-100%)
Value—
Ilmarinen Mutual Pension Insurance Co
N/A
Shares— from 60,000
Change-60,000 (-100%)
Value—
Navellier & Associates Inc
N/A
Shares— from 59,960
Change-59,960 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 57,418
Change-57,418 (-100%)
Value—
Sienna Gestion
N/A
Shares— from 57,230
Change-57,230 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 57,055
Change-57,055 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 55,595
Change-55,595 (-100%)
Value—
Carlson Capital, L.P.
N/A
Shares— from 55,375
Change-55,375 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 53,639
Change-53,639 (-100%)
Value—
Skba Capital Management LLC
N/A
Shares— from 52,845
Change-52,845 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 52,543
Change-52,543 (-100%)
Value—
Man Group plc
N/A
Shares— from 52,190
Change-52,190 (-100%)
Value—
Commerce Bank
N/A
Shares— from 51,744
Change-51,744 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 51,322
Change-51,322 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 51,126
Change-51,126 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 50,510
Change-50,510 (-100%)
Value—
RBF Capital, LLC
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 49,059
Change-49,059 (-100%)
Value—
VAN Lanschot Kempen Investment Management N.V.
N/A
Shares— from 48,890
Change-48,890 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 48,354
Change-48,354 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 48,112
Change-48,112 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 47,936
Change-47,936 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 47,859
Change-47,859 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 47,855
Change-47,855 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 47,311
Change-47,311 (-100%)
Value—
Trajan Wealth LLC
N/A
Shares— from 47,199
Change-47,199 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 47,194
Change-47,194 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 47,011
Change-47,011 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 46,428
Change-46,428 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 43,805
Change-43,805 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 43,343
Change-43,343 (-100%)
Value—
Hite Hedge Asset Management LLC
N/A
Shares— from 43,113
Change-43,113 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 42,506
Change-42,506 (-100%)
Value—
Icon Advisers Inc
N/A
Shares— from 42,417
Change-42,417 (-100%)
Value—
Sovereign Investment Advisors, LLC
N/A
Shares— from 42,129
Change-42,129 (-100%)
Value—
Qsemble Capital Management, LP
N/A
Shares— from 41,951
Change-41,951 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 41,769
Change-41,769 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 41,098
Change-41,098 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 40,911
Change-40,911 (-100%)
Value—
Rodgers Brothers Inc.
N/A
Shares— from 40,548
Change-40,548 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 40,526
Change-40,526 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 40,457
Change-40,457 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 40,323
Change-40,323 (-100%)
Value—
Alley Investment Management Company, LLC
N/A
Shares— from 39,713
Change-39,713 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 39,247
Change-39,247 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 38,743
Change-38,743 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 38,348
Change-38,348 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 37,951
Change-37,951 (-100%)
Value—
Elo Mutual Pension Insurance Co
N/A
Shares— from 36,201
Change-36,201 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 35,789
Change-35,789 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 35,693
Change-35,693 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 35,628
Change-35,628 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 35,317
Change-35,317 (-100%)
Value—
Entropy Technologies, LP
N/A
Shares— from 34,912
Change-34,912 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 34,804
Change-34,804 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 34,704
Change-34,704 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 33,930
Change-33,930 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 33,887
Change-33,887 (-100%)
Value—
FIL Ltd
N/A
Shares— from 33,822
Change-33,822 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 33,814
Change-33,814 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 33,427
Change-33,427 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 32,961
Change-32,961 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 32,674
Change-32,674 (-100%)
Value—
Allstate Corp
N/A
Shares— from 32,106
Change-32,106 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 31,635
Change-31,635 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 31,592
Change-31,592 (-100%)
Value—
Mizuho Securities USA LLC
N/A
Shares— from 31,389
Change-31,389 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 31,383
Change-31,383 (-100%)
Value—
Canada Post Corp Registered Pension Plan
N/A
Shares— from 31,057
Change-31,057 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 30,361
Change-30,361 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 30,008
Change-30,008 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 29,304
Change-29,304 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 29,249
Change-29,249 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 28,984
Change-28,984 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 28,469
Change-28,469 (-100%)
Value—
Saudi Central Bank
N/A
Shares— from 28,069
Change-28,069 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 26,644
Change-26,644 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 26,440
Change-26,440 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 26,396
Change-26,396 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 26,111
Change-26,111 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 26,093
Change-26,093 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 25,906
Change-25,906 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 25,770
Change-25,770 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 25,546
Change-25,546 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 25,535
Change-25,535 (-100%)
Value—
Kentucky Retirement Systems
N/A
Shares— from 25,441
Change-25,441 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 25,021
Change-25,021 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 24,328
Change-24,328 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 24,008
Change-24,008 (-100%)
Value—
CCM Investment Advisers LLC
N/A
Shares— from 23,702
Change-23,702 (-100%)
Value—
Sciencast Management LP
N/A
Shares— from 23,610
Change-23,610 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 23,545
Change-23,545 (-100%)
Value—
Mubadala Investment Co Pjsc
N/A
Shares— from 23,405
Change-23,405 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 23,372
Change-23,372 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 22,857
Change-22,857 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 22,447
Change-22,447 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 22,352
Change-22,352 (-100%)
Value—
Wisconsin Capital Management LLC
N/A
Shares— from 21,909
Change-21,909 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 21,875
Change-21,875 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 21,777
Change-21,777 (-100%)
Value—
DCM Advisors, LLC
N/A
Shares— from 21,757
Change-21,757 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 21,352
Change-21,352 (-100%)
Value—
Polymer Capital Management (US) LLC
N/A
Shares— from 21,157
Change-21,157 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 21,077
Change-21,077 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 20,976
Change-20,976 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 20,673
Change-20,673 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 20,615
Change-20,615 (-100%)
Value—
Bank OZK
N/A
Shares— from 20,334
Change-20,334 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 20,290
Change-20,290 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 19,761
Change-19,761 (-100%)
Value—
German American Bancorp, Inc.
N/A
Shares— from 19,720
Change-19,720 (-100%)
Value—
Legato Capital Management LLC
N/A
Shares— from 19,681
Change-19,681 (-100%)
Value—
J. Goldman & Co LP
N/A
Shares— from 19,663
Change-19,663 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 19,405
Change-19,405 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 19,043
Change-19,043 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 18,724
Change-18,724 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 18,422
Change-18,422 (-100%)
Value—
Mediolanum International Funds Ltd
N/A
Shares— from 18,382
Change-18,382 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 17,789
Change-17,789 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 17,768
Change-17,768 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 17,508
Change-17,508 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 17,499
Change-17,499 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 17,281
Change-17,281 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 17,016
Change-17,016 (-100%)
Value—
Opus Investment Management Inc
N/A
Shares— from 16,900
Change-16,900 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 16,577
Change-16,577 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 16,403
Change-16,403 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 16,236
Change-16,236 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 16,201
Change-16,201 (-100%)
Value—
Auxier Asset Management LLC
N/A
Shares— from 16,174
Change-16,174 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 16,130
Change-16,130 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 16,082
Change-16,082 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 15,864
Change-15,864 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 15,805
Change-15,805 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 15,563
Change-15,563 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 15,463
Change-15,463 (-100%)
Value—
Empirical Finance, LLC
N/A
Shares— from 15,385
Change-15,385 (-100%)
Value—
Partners Capital Investment Group, LLP
N/A
Shares— from 15,360
Change-15,360 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 15,288
Change-15,288 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 15,166
Change-15,166 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 15,102
Change-15,102 (-100%)
Value—
Lighthouse Investment Partners, LLC
N/A
Shares— from 15,097
Change-15,097 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 15,090
Change-15,090 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 14,955
Change-14,955 (-100%)
Value—
Stephens Inc
N/A
Shares— from 14,776
Change-14,776 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 14,700
Change-14,700 (-100%)
Value—
Dark Forest Capital Management LP
N/A
Shares— from 14,517
Change-14,517 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 14,350
Change-14,350 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 14,059
Change-14,059 (-100%)
Value—
Harvest Portfolios Group Inc.
N/A
Shares— from 14,025
Change-14,025 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 13,995
Change-13,995 (-100%)
Value—
First National Advisers, LLC
N/A
Shares— from 13,775
Change-13,775 (-100%)
Value—
Infrastructure Capital Advisors, LLC
N/A
Shares— from 13,737
Change-13,737 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 13,715
Change-13,715 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 13,583
Change-13,583 (-100%)
Value—
Paragon Capital Management LLC
N/A
Shares— from 13,327
Change-13,327 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 13,158
Change-13,158 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 12,942
Change-12,942 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 12,855
Change-12,855 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 12,829
Change-12,829 (-100%)
Value—
Twin Capital Management Inc
N/A
Shares— from 12,805
Change-12,805 (-100%)
Value—
Rowlandmiller & Partners.adv
N/A
Shares— from 12,788
Change-12,788 (-100%)
Value—
Longaeva Partners L.P.
N/A
Shares— from 12,619
Change-12,619 (-100%)
Value—
AR Asset Management Inc
N/A
Shares— from 12,600
Change-12,600 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 12,538
Change-12,538 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 12,532
Change-12,532 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 12,488
Change-12,488 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 12,398
Change-12,398 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 12,265
Change-12,265 (-100%)
Value—
Mufg Securities Americas Inc.
N/A
Shares— from 12,076
Change-12,076 (-100%)
Value—
Counterweight Ventures, LLC
N/A
Shares— from 12,076
Change-12,076 (-100%)
Value—
Dockside LLC
N/A
Shares— from 12,036
Change-12,036 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 12,029
Change-12,029 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 12,024
Change-12,024 (-100%)
Value—
Weaver C. Barksdale & Associates, Inc.
N/A
Shares— from 11,869
Change-11,869 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 11,727
Change-11,727 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 11,630
Change-11,630 (-100%)
Value—
Private Capital Management, LLC
N/A
Shares— from 11,587
Change-11,587 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 11,529
Change-11,529 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 11,457
Change-11,457 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 11,290
Change-11,290 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 11,181
Change-11,181 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 11,117
Change-11,117 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 10,903
Change-10,903 (-100%)
Value—
Kentucky Retirement Systems Insurance Trust Fund
N/A
Shares— from 10,558
Change-10,558 (-100%)
Value—
Atom Investors LP
N/A
Shares— from 10,400
Change-10,400 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 10,395
Change-10,395 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 10,316
Change-10,316 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 10,300
Change-10,300 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 10,266
Change-10,266 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 10,202
Change-10,202 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 9,945
Change-9,945 (-100%)
Value—
Danske Bank A/S
N/A
Shares— from 9,939
Change-9,939 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 9,905
Change-9,905 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 9,814
Change-9,814 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 9,730
Change-9,730 (-100%)
Value—
Wahed Invest LLC
N/A
Shares— from 9,541
Change-9,541 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 9,506
Change-9,506 (-100%)
Value—
Interval Partners, LP
N/A
Shares— from 9,464
Change-9,464 (-100%)
Value—
Beacon Investment Advisors LLC
N/A
Shares— from 9,401
Change-9,401 (-100%)
Value—
Cercano Management LLC
N/A
Shares— from 9,396
Change-9,396 (-100%)
Value—
Wimmer Associates 1, LLC
N/A
Shares— from 9,073
Change-9,073 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 8,915
Change-8,915 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 8,897
Change-8,897 (-100%)
Value—
Ilex Capital Partners (UK) LLP
N/A
Shares— from 8,864
Change-8,864 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 8,716
Change-8,716 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 8,701
Change-8,701 (-100%)
Value—
Alpine Woods Capital Investors, LLC
N/A
Shares— from 8,644
Change-8,644 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 8,603
Change-8,603 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 8,512
Change-8,512 (-100%)
Value—
Harbour Investment Management LLC
N/A
Shares— from 8,428
Change-8,428 (-100%)
Value—
FOX RUN Management, L.L.C.
N/A
Shares— from 8,422
Change-8,422 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 8,407
Change-8,407 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 8,395
Change-8,395 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 8,311
Change-8,311 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 8,263
Change-8,263 (-100%)
Value—
Navalign, LLC
N/A
Shares— from 8,260
Change-8,260 (-100%)
Value—
Prudential PLC
N/A
Shares— from 8,243
Change-8,243 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 8,224
Change-8,224 (-100%)
Value—
SCP Investment, LP
N/A
Shares— from 8,188
Change-8,188 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 8,185
Change-8,185 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 8,165
Change-8,165 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 8,157
Change-8,157 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 8,120
Change-8,120 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 8,059
Change-8,059 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 8,023
Change-8,023 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 7,993
Change-7,993 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 7,987
Change-7,987 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 7,964
Change-7,964 (-100%)
Value—
Groupama Asset Managment
N/A
Shares— from 7,950
Change-7,950 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 7,766
Change-7,766 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 7,737
Change-7,737 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 7,727
Change-7,727 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 7,693
Change-7,693 (-100%)
Value—
Denali Advisors LLC
N/A
Shares— from 7,605
Change-7,605 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 7,593
Change-7,593 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 7,423
Change-7,423 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 7,376
Change-7,376 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 7,364
Change-7,364 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 7,267
Change-7,267 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 7,261
Change-7,261 (-100%)
Value—
Resources Management Corp
N/A
Shares— from 7,178
Change-7,178 (-100%)
Value—
Godshalk Welsh Capital Management, Inc.
N/A
Shares— from 7,100
Change-7,100 (-100%)
Value—
Cladis Investment Advisory, LLC
N/A
Shares— from 7,079
Change-7,079 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 7,000
Change-7,000 (-100%)
Value—
SBI Okasan Asset Management Co.Ltd.
N/A
Shares— from 7,000
Change-7,000 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 6,969
Change-6,969 (-100%)
Value—
SummitTX Capital, L.P.
N/A
Shares— from 6,860
Change-6,860 (-100%)
Value—
Commerzbank Aktiengesellschaft
N/A
Shares— from 6,789
Change-6,789 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 6,768
Change-6,768 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 6,692
Change-6,692 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 6,655
Change-6,655 (-100%)
Value—
America First Investment Advisors, LLC
N/A
Shares— from 6,580
Change-6,580 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 6,554
Change-6,554 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 6,525
Change-6,525 (-100%)
Value—
Miller Investment Management, LP
N/A
Shares— from 6,500
Change-6,500 (-100%)
Value—
Old North State Trust, LLC
N/A
Shares— from 6,443
Change-6,443 (-100%)
Value—
Caerus Investment Advisors, LLC
N/A
Shares— from 6,420
Change-6,420 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 6,401
Change-6,401 (-100%)
Value—
ArrowMark Colorado Holdings LLC
N/A
Shares— from 6,400
Change-6,400 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 6,358
Change-6,358 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 6,335
Change-6,335 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 6,321
Change-6,321 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 6,307
Change-6,307 (-100%)
Value—
American Financial Group Inc
N/A
Shares— from 6,250
Change-6,250 (-100%)
Value—
Employees Retirement System of Texas
N/A
Shares— from 6,248
Change-6,248 (-100%)
Value—
Osmosis Investment Management UK Ltd
N/A
Shares— from 6,218
Change-6,218 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 6,186
Change-6,186 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 6,094
Change-6,094 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 6,023
Change-6,023 (-100%)
Value—
Concentric Capital Strategies, LP
N/A
Shares— from 5,965
Change-5,965 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 5,964
Change-5,964 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 5,926
Change-5,926 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 5,914
Change-5,914 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 5,871
Change-5,871 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 5,859
Change-5,859 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 5,857
Change-5,857 (-100%)
Value—
Saturna Capital Corp
N/A
Shares— from 5,794
Change-5,794 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 5,714
Change-5,714 (-100%)
Value—
South Street Advisors LLC
N/A
Shares— from 5,700
Change-5,700 (-100%)
Value—
Keynote Financial Services LLC
N/A
Shares— from 5,687
Change-5,687 (-100%)
Value—
Alphadyne Asset Management LP
N/A
Shares— from 5,642
Change-5,642 (-100%)
Value—
Fairfield, Bush & Co.
N/A
Shares— from 5,617
Change-5,617 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 5,615
Change-5,615 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 5,585
Change-5,585 (-100%)
Value—
Aigen Investment Management, LP
N/A
Shares— from 5,522
Change-5,522 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 5,475
Change-5,475 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 5,444
Change-5,444 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 5,442
Change-5,442 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 5,392
Change-5,392 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 5,352
Change-5,352 (-100%)
Value—
Doheny Asset Management
N/A
Shares— from 5,329
Change-5,329 (-100%)
Value—
Aster Capital Management (Difc) Ltd
N/A
Shares— from 5,246
Change-5,246 (-100%)
Value—
BWM Planning, LLC
N/A
Shares— from 5,240
Change-5,240 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 5,226
Change-5,226 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 5,171
Change-5,171 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 5,152
Change-5,152 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 5,139
Change-5,139 (-100%)
Value—
Amova Asset Management Americas, Inc.
N/A
Shares— from 5,117
Change-5,117 (-100%)
Value—
Lombard Odier Asset Management (Switzerland) SA
N/A
Shares— from 5,056
Change-5,056 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 5,015
Change-5,015 (-100%)
Value—
Ceeto Capital Group, LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 4,998
Change-4,998 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 4,944
Change-4,944 (-100%)
Value—
CSS LLC
N/A
Shares— from 4,930
Change-4,930 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 4,836
Change-4,836 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 4,828
Change-4,828 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 4,826
Change-4,826 (-100%)
Value—
SIG Brokerage, LP
N/A
Shares— from 4,758
Change-4,758 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 4,751
Change-4,751 (-100%)
Value—
First National Bank & Trust Co of Newtown
N/A
Shares— from 4,651
Change-4,651 (-100%)
Value—
Siemens Fonds Invest GmbH
N/A
Shares— from 4,649
Change-4,649 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 4,611
Change-4,611 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 4,574
Change-4,574 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 4,566
Change-4,566 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 4,543
Change-4,543 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 4,480
Change-4,480 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 4,452
Change-4,452 (-100%)
Value—
Mangrove Partners IM, LLC
N/A
Shares— from 4,447
Change-4,447 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 4,444
Change-4,444 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 4,388
Change-4,388 (-100%)
Value—
Harvest Fund Management Co., Ltd
N/A
Shares— from 4,338
Change-4,338 (-100%)
Value—
Moment Partners, LLC
N/A
Shares— from 4,327
Change-4,327 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 4,306
Change-4,306 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 4,280
Change-4,280 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 4,265
Change-4,265 (-100%)
Value—
Jupiter Wealth Management LLC
N/A
Shares— from 4,200
Change-4,200 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 4,193
Change-4,193 (-100%)
Value—
Jacobs Equity LLC
N/A
Shares— from 4,180
Change-4,180 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 4,172
Change-4,172 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 4,165
Change-4,165 (-100%)
Value—
Bank of Marin
N/A
Shares— from 4,141
Change-4,141 (-100%)
Value—
SAM Advisors, LLC
N/A
Shares— from 4,136
Change-4,136 (-100%)
Value—
1248 Management, LLC
N/A
Shares— from 4,134
Change-4,134 (-100%)
Value—
Catalyst Funds Management Pty Ltd
N/A
Shares— from 4,100
Change-4,100 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 4,075
Change-4,075 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 4,044
Change-4,044 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 4,027
Change-4,027 (-100%)
Value—
Sharp Wealth Advisory, LLC
N/A
Shares— from 3,966
Change-3,966 (-100%)
Value—
EntryPoint Capital, LLC
N/A
Shares— from 3,898
Change-3,898 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 3,883
Change-3,883 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 3,883
Change-3,883 (-100%)
Value—
Affinity Investment Advisors, LLC
N/A
Shares— from 3,870
Change-3,870 (-100%)
Value—
Campion Asset Management
N/A
Shares— from 3,867
Change-3,867 (-100%)
Value—
Clarity Financial LLC
N/A
Shares— from 3,861
Change-3,861 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 3,857
Change-3,857 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 3,845
Change-3,845 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 3,806
Change-3,806 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 3,800
Change-3,800 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 3,781
Change-3,781 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 3,753
Change-3,753 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 3,695
Change-3,695 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 3,678
Change-3,678 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 3,557
Change-3,557 (-100%)
Value—
Harbor Advisors LLC
N/A
Shares— from 3,541
Change-3,541 (-100%)
Value—
Snowwater Investment Partners, LLC
N/A
Shares— from 3,532
Change-3,532 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 3,514
Change-3,514 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 3,513
Change-3,513 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 3,513
Change-3,513 (-100%)
Value—
Oxford Asset Management LLP
N/A
Shares— from 3,509
Change-3,509 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 3,508
Change-3,508 (-100%)
Value—
Crawford Investment Counsel Inc
N/A
Shares— from 3,492
Change-3,492 (-100%)
Value—
9823 Capital, L.P.
N/A
Shares— from 3,438
Change-3,438 (-100%)
Value—
Clifford Group, LLC
N/A
Shares— from 3,427
Change-3,427 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 3,416
Change-3,416 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 3,415
Change-3,415 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 3,407
Change-3,407 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 3,361
Change-3,361 (-100%)
Value—
Lionhunter Capital Management, LLC
N/A
Shares— from 3,356
Change-3,356 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 3,304
Change-3,304 (-100%)
Value—
Numerai GP LLC
N/A
Shares— from 3,266
Change-3,266 (-100%)
Value—
Fi3 Financial Advisors, LLC
N/A
Shares— from 3,228
Change-3,228 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 3,225
Change-3,225 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 3,222
Change-3,222 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 3,209
Change-3,209 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 3,202
Change-3,202 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 3,187
Change-3,187 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 3,084
Change-3,084 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 3,075
Change-3,075 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 3,065
Change-3,065 (-100%)
Value—
Runnymede Capital Advisors, Inc.
N/A
Shares— from 3,056
Change-3,056 (-100%)
Value—
Nwam LLC
N/A
Shares— from 3,047
Change-3,047 (-100%)
Value—
Lummis Asset Management, LP
N/A
Shares— from 3,011
Change-3,011 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 3,001
Change-3,001 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 2,997
Change-2,997 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 2,994
Change-2,994 (-100%)
Value—
Vectors Research Management, LLC
N/A
Shares— from 2,985
Change-2,985 (-100%)
Value—
Magnetar Financial LLC
N/A
Shares— from 2,969
Change-2,969 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 2,954
Change-2,954 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 2,934
Change-2,934 (-100%)
Value—
Estabrook Capital Management
N/A
Shares— from 2,929
Change-2,929 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 2,923
Change-2,923 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 2,911
Change-2,911 (-100%)
Value—
Westpac Banking Corp
N/A
Shares— from 2,860
Change-2,860 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 2,819
Change-2,819 (-100%)
Value—
Beaton Management Co. Inc.
N/A
Shares— from 2,808
Change-2,808 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 2,807
Change-2,807 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 2,803
Change-2,803 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 2,781
Change-2,781 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 2,765
Change-2,765 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 2,764
Change-2,764 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 2,677
Change-2,677 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 2,646
Change-2,646 (-100%)
Value—
Aristotle Capital Management, LLC
N/A
Shares— from 2,631
Change-2,631 (-100%)
Value—
Dodge & COX
N/A
Shares— from 2,600
Change-2,600 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 2,600
Change-2,600 (-100%)
Value—
Caxton Associates LLP
N/A
Shares— from 2,590
Change-2,590 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 2,588
Change-2,588 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 2,577
Change-2,577 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 2,561
Change-2,561 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 2,560
Change-2,560 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 2,557
Change-2,557 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 2,548
Change-2,548 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 2,544
Change-2,544 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 2,534
Change-2,534 (-100%)
Value—
Fortune Financial Advisors, LLC
N/A
Shares— from 2,520
Change-2,520 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 2,515
Change-2,515 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 2,511
Change-2,511 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 2,508
Change-2,508 (-100%)
Value—
AlphaGrep UK Ltd
N/A
Shares— from 2,499
Change-2,499 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 2,498
Change-2,498 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 2,468
Change-2,468 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 2,466
Change-2,466 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 2,463
Change-2,463 (-100%)
Value—
Mirabella Financial Services LLP
N/A
Shares— from 2,463
Change-2,463 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 2,444
Change-2,444 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 2,433
Change-2,433 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 2,426
Change-2,426 (-100%)
Value—
Blue Edge Capital, LLC
N/A
Shares— from 2,423
Change-2,423 (-100%)
Value—
Calydon Capital
N/A
Shares— from 2,408
Change-2,408 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 2,371
Change-2,371 (-100%)
Value—
Marietta Investment Partners LLC
N/A
Shares— from 2,360
Change-2,360 (-100%)
Value—
Neo Ivy Capital Management
N/A
Shares— from 2,359
Change-2,359 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 2,358
Change-2,358 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 2,352
Change-2,352 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 2,351
Change-2,351 (-100%)
Value—
Summitry LLC
N/A
Shares— from 2,322
Change-2,322 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 2,310
Change-2,310 (-100%)
Value—
Philadelphia Investment Partners, LLC
N/A
Shares— from 2,299
Change-2,299 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 2,288
Change-2,288 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 2,287
Change-2,287 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 2,287
Change-2,287 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 2,285
Change-2,285 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 2,280
Change-2,280 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 2,273
Change-2,273 (-100%)
Value—
Denver Wealth Management, Inc.
N/A
Shares— from 2,257
Change-2,257 (-100%)
Value—
Ruggaard & Associates LLC
N/A
Shares— from 2,254
Change-2,254 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 2,252
Change-2,252 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 2,247
Change-2,247 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 2,211
Change-2,211 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 2,197
Change-2,197 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 2,194
Change-2,194 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 2,191
Change-2,191 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 2,159
Change-2,159 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 2,127
Change-2,127 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 2,123
Change-2,123 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 2,112
Change-2,112 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 2,108
Change-2,108 (-100%)
Value—
Goodman Financial Corp
N/A
Shares— from 2,106
Change-2,106 (-100%)
Value—
Port Capital LLC
N/A
Shares— from 2,103
Change-2,103 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 2,094
Change-2,094 (-100%)
Value—
New World Advisors LLC
N/A
Shares— from 2,086
Change-2,086 (-100%)
Value—
Brooks, Moore & Associates, Inc.
N/A
Shares— from 2,085
Change-2,085 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 2,066
Change-2,066 (-100%)
Value—
Farringdon Capital, Ltd.
N/A
Shares— from 2,058
Change-2,058 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 2,031
Change-2,031 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 2,029
Change-2,029 (-100%)
Value—
LeClair Wealth Partners LLC
N/A
Shares— from 2,005
Change-2,005 (-100%)
Value—
Highlander Partners, L.P.
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Callahan Advisors, LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Broderick Brian C
N/A
Shares— from 1,990
Change-1,990 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 1,980
Change-1,980 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 1,980
Change-1,980 (-100%)
Value—
Fuller & Thaler Asset Management, Inc.
N/A
Shares— from 1,976
Change-1,976 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 1,975
Change-1,975 (-100%)
Value—
Intrinsic Value Partners, LLC
N/A
Shares— from 1,957
Change-1,957 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 1,945
Change-1,945 (-100%)
Value—
Trillium Asset Management, LLC
N/A
Shares— from 1,930
Change-1,930 (-100%)
Value—
Ostrum Asset Management
N/A
Shares— from 1,918
Change-1,918 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 1,911
Change-1,911 (-100%)
Value—
Vega Investment Solutions
N/A
Shares— from 1,900
Change-1,900 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 1,899
Change-1,899 (-100%)
Value—
Signet Private Wealth LLC
N/A
Shares— from 1,894
Change-1,894 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 1,886
Change-1,886 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 1,868
Change-1,868 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 1,868
Change-1,868 (-100%)
Value—
McGowan Group Asset Management, Inc.
N/A
Shares— from 1,866
Change-1,866 (-100%)
Value—
RD Lewis Holdings, Inc.
N/A
Shares— from 1,863
Change-1,863 (-100%)
Value—
X-Square Capital, LLC
N/A
Shares— from 1,859
Change-1,859 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 1,859
Change-1,859 (-100%)
Value—
Alan B Lancz & Associates, Inc.
N/A
Shares— from 1,857
Change-1,857 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 1,857
Change-1,857 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 1,850
Change-1,850 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 1,840
Change-1,840 (-100%)
Value—
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A
Shares— from 1,823
Change-1,823 (-100%)
Value—
Inceptionr LLC
N/A
Shares— from 1,814
Change-1,814 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 1,809
Change-1,809 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 1,802
Change-1,802 (-100%)
Value—
Dividend Assets Capital, LLC
N/A
Shares— from 1,797
Change-1,797 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 1,795
Change-1,795 (-100%)
Value—
Silver Coast Investments LLC
N/A
Shares— from 1,795
Change-1,795 (-100%)
Value—
Pursuit Wealth Strategies, LLC
N/A
Shares— from 1,794
Change-1,794 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 1,789
Change-1,789 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 1,787
Change-1,787 (-100%)
Value—
Stevens Capital Management LP
N/A
Shares— from 1,760
Change-1,760 (-100%)
Value—
Weik Capital Management
N/A
Shares— from 1,760
Change-1,760 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 1,753
Change-1,753 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 1,742
Change-1,742 (-100%)
Value—
Next Capital Management LLC
N/A
Shares— from 1,738
Change-1,738 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 1,735
Change-1,735 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 1,718
Change-1,718 (-100%)
Value—
Northwest Quadrant Wealth Management, LLC
N/A
Shares— from 1,710
Change-1,710 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 1,705
Change-1,705 (-100%)
Value—
Owlhouse Capital LP
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
Athena Investment Management
N/A
Shares— from 1,698
Change-1,698 (-100%)
Value—
Crestmont Private Wealth LLC
N/A
Shares— from 1,697
Change-1,697 (-100%)
Value—
Threadgill Financial, LLC
N/A
Shares— from 1,693
Change-1,693 (-100%)
Value—
Stoneridge Investment Partners LLC
N/A
Shares— from 1,679
Change-1,679 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 1,678
Change-1,678 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 1,677
Change-1,677 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 1,669
Change-1,669 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 1,667
Change-1,667 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 1,665
Change-1,665 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 1,638
Change-1,638 (-100%)
Value—
Wealthspan Partners, LLC
N/A
Shares— from 1,625
Change-1,625 (-100%)
Value—
EWA, LLC
N/A
Shares— from 1,625
Change-1,625 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 1,617
Change-1,617 (-100%)
Value—
CarsonAllaria Wealth Management, Ltd.
N/A
Shares— from 1,613
Change-1,613 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 1,610
Change-1,610 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 1,595
Change-1,595 (-100%)
Value—
M1 Capital Management LLC
N/A
Shares— from 1,593
Change-1,593 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 1,592
Change-1,592 (-100%)
Value—
Defiance ETFs, LLC
N/A
Shares— from 1,585
Change-1,585 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 1,585
Change-1,585 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 1,581
Change-1,581 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 1,579
Change-1,579 (-100%)
Value—
Birmingham Capital Management Co Inc
N/A
Shares— from 1,573
Change-1,573 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 1,567
Change-1,567 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 1,561
Change-1,561 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 1,560
Change-1,560 (-100%)
Value—
Allianz SE
N/A
Shares— from 1,550
Change-1,550 (-100%)
Value—
Atalanta Sosnoff Capital, LLC
N/A
Shares— from 1,548
Change-1,548 (-100%)
Value—
Schrum Private Wealth Management LLC
N/A
Shares— from 1,542
Change-1,542 (-100%)
Value—
Hurricane Capital Advisors LLC
N/A
Shares— from 1,520
Change-1,520 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 1,519
Change-1,519 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 1,499
Change-1,499 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 1,497
Change-1,497 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 1,496
Change-1,496 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 1,484
Change-1,484 (-100%)
Value—
Semper Augustus Investments Group LLC
N/A
Shares— from 1,472
Change-1,472 (-100%)
Value—
Whetstone Capital Advisors, LLC
N/A
Shares— from 1,469
Change-1,469 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 1,467
Change-1,467 (-100%)
Value—
Sagewood Asset Management LP
N/A
Shares— from 1,452
Change-1,452 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 1,448
Change-1,448 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 1,437
Change-1,437 (-100%)
Value—
Hutchinson Capital Management
N/A
Shares— from 1,417
Change-1,417 (-100%)
Value—
Z3 Capital Partners, LLC
N/A
Shares— from 1,402
Change-1,402 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 1,402
Change-1,402 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 1,398
Change-1,398 (-100%)
Value—
Resolute Wealth Strategies, LLC
N/A
Shares— from 1,396
Change-1,396 (-100%)
Value—
Optas, LLC
N/A
Shares— from 1,393
Change-1,393 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 1,388
Change-1,388 (-100%)
Value—
Saiph Capital, LLC
N/A
Shares— from 1,379
Change-1,379 (-100%)
Value—
Henrickson Nauta Wealth Advisors, Inc.
N/A
Shares— from 1,375
Change-1,375 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 1,371
Change-1,371 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 1,366
Change-1,366 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 1,359
Change-1,359 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 1,353
Change-1,353 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 1,353
Change-1,353 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 1,350
Change-1,350 (-100%)
Value—
Hirtle & Co., LLC
N/A
Shares— from 1,350
Change-1,350 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 1,349
Change-1,349 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 1,336
Change-1,336 (-100%)
Value—
Quarry LP
N/A
Shares— from 1,333
Change-1,333 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 1,332
Change-1,332 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 1,331
Change-1,331 (-100%)
Value—
Expressive Wealth LLC
N/A
Shares— from 1,331
Change-1,331 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 1,304
Change-1,304 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 1,300
Change-1,300 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 1,289
Change-1,289 (-100%)
Value—
Bay Rivers Group
N/A
Shares— from 1,282
Change-1,282 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 1,278
Change-1,278 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 1,270
Change-1,270 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 1,261
Change-1,261 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 1,252
Change-1,252 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 1,250
Change-1,250 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 1,246
Change-1,246 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 1,238
Change-1,238 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 1,234
Change-1,234 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 1,234
Change-1,234 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 1,233
Change-1,233 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 1,231
Change-1,231 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 1,222
Change-1,222 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 1,221
Change-1,221 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 1,221
Change-1,221 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 1,210
Change-1,210 (-100%)
Value—
City National Bank of Florida
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
Meiji Yasuda Life Insurance Co
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
Charter Research & Investment Group, Inc.
N/A
Shares— from 1,198
Change-1,198 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 1,191
Change-1,191 (-100%)
Value—
Pring Turner Capital Group Inc
N/A
Shares— from 1,141
Change-1,141 (-100%)
Value—
Centennial Bank
N/A
Shares— from 1,125
Change-1,125 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 1,096
Change-1,096 (-100%)
Value—
Cyber Hornet ETFs LLC
N/A
Shares— from 1,089
Change-1,089 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 1,061
Change-1,061 (-100%)
Value—
Motco
N/A
Shares— from 1,034
Change-1,034 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Core Capital Management & Research, inc.
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 998
Change-998 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 972
Change-972 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 965
Change-965 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 963
Change-963 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 950
Change-950 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 943
Change-943 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 939
Change-939 (-100%)
Value—
Broadwater Capital Management LLC
N/A
Shares— from 900
Change-900 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 833
Change-833 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 800
Change-800 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 776
Change-776 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 745
Change-745 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 728
Change-728 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 722
Change-722 (-100%)
Value—
Riverview Trust Co
N/A
Shares— from 703
Change-703 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 681
Change-681 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 588
Change-588 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 552
Change-552 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 550
Change-550 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 535
Change-535 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 533
Change-533 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 531
Change-531 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 521
Change-521 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 516
Change-516 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 510
Change-510 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 475
Change-475 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 474
Change-474 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 464
Change-464 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 458
Change-458 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 450
Change-450 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 449
Change-449 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 433
Change-433 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 426
Change-426 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 397
Change-397 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 390
Change-390 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 375
Change-375 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 370
Change-370 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 363
Change-363 (-100%)
Value—
Battery Global Advisors, LLC
N/A
Shares— from 358
Change-358 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 350
Change-350 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 350
Change-350 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 340
Change-340 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 328
Change-328 (-100%)
Value—
EFG International AG
N/A
Shares— from 325
Change-325 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 310
Change-310 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 288
Change-288 (-100%)
Value—
Tacita Capital Inc
N/A
Shares— from 286
Change-286 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 285
Change-285 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 272
Change-272 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 258
Change-258 (-100%)
Value—
CNB Bank
N/A
Shares— from 257
Change-257 (-100%)
Value—
Rogco, LP
N/A
Shares— from 250
Change-250 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 250
Change-250 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 239
Change-239 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 225
Change-225 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 218
Change-218 (-100%)
Value—
KEB Asset Management, LLC
N/A
Shares— from 214
Change-214 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 210
Change-210 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 190
Change-190 (-100%)
Value—
Silvant Capital Management LLC
N/A
Shares— from 186
Change-186 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 182
Change-182 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 170
Change-170 (-100%)
Value—
South Dakota Investment Council
N/A
Shares— from 169
Change-169 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 169
Change-169 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 147
Change-147 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 145
Change-145 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 141
Change-141 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 141
Change-141 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 137
Change-137 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 131
Change-131 (-100%)
Value—
S&T Bank
N/A
Shares— from 128
Change-128 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 124
Change-124 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 121
Change-121 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 118
Change-118 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 114
Change-114 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 112
Change-112 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 112
Change-112 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 108
Change-108 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 105
Change-105 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 100
Change-100 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 90
Change-90 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 89
Change-89 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 84
Change-84 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 78
Change-78 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 73
Change-73 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 66
Change-66 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 66
Change-66 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 64
Change-64 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 59
Change-59 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 56
Change-56 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 54
Change-54 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 52
Change-52 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 52
Change-52 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 51
Change-51 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 38
Change-38 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 36
Change-36 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 33
Change-33 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 33
Change-33 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 27
Change-27 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 22
Change-22 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 20
Change-20 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 17
Change-17 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 5
Change-5 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 3
Change-3 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Ross\johnson & Associates LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Geode Capital Management, LLC
INCREASED11,314,96411,122,010+192,954+2%$1.9B$2.9B+$1.0B2026-11-06
Bank of New York Mellon Corp
DECREASED4,454,8046,466,764-2,011,960-31%$1.1B$1.1B+$44.1M2026-11-05
Amundi
INCREASED3,239,8222,958,255+281,567+10%$500.1M$827.2M+$327.1M2026-11-06
Dimensional Fund Advisors LP
INCREASED3,134,9563,106,122+28,834+1%$525.2M$800.3M+$275.1M2026-11-04
Deutsche Bank Ag\
DECREASED1,379,7081,603,832-224,124-14%$271.1M$352.3M+$81.1M2026-11-06
MacKenzie Financial Corp
DECREASED1,280,5271,410,114-129,587-9%$238.4M$326.9M+$88.6M2026-11-02
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED1,034,679982,876+51,803+5%$166.2M$264.2M+$98.0M2026-11-05
LPL Financial LLC
DECREASED857,261876,262-19,001-2%$148.1M$218.9M+$70.7M2026-11-06
Sumitomo Mitsui Trust Group, Inc.
DECREASED829,995853,719-23,724-3%$144.3M$211.9M+$67.6M2026-10-29
LSV Asset Management
DECREASED746,919775,649-28,730-4%$131.1M$190.7K-$130.9M2026-11-06
PNC Financial Services Group, Inc.
DECREASED739,375740,879-1,5040%$125.2M$188.8M+$63.5M2026-11-06
Citigroup Inc
INCREASED719,003626,219+92,784+15%$105.9M$183.6M+$77.7M2026-11-04
Russell Investments Group, Ltd.
INCREASED680,783600,166+80,617+13%$101.6M$173.5M+$71.9M2026-11-06
Truist Financial Corp
DECREASED645,597733,069-87,472-12%$123.9M$164.8M+$40.9M2026-10-30
Amanah Holdings Trust
NEW573,065—+573,065——$146.3M—2026-10-23
Barclays PLC
DECREASED442,926518,620-75,694-15%$87.7M$113.1M+$25.4M2026-11-06
Bahl & Gaynor LLC
DECREASED430,631448,919-18,288-4%$75.9M$109.9M+$34.1M2026-11-05
Principal Financial Group Inc
DECREASED427,437455,645-28,208-6%$77.0M$109.1M+$32.1M2026-11-02
Creative Planning
INCREASED360,400334,458+25,942+8%$56.5M$92.0M+$35.5M2026-11-02
ZWJ Investment Counsel Inc
INCREASED298,505294,015+4,490+2%$49.7M$76.2M+$26.5M2026-10-15
Allspring Global Investments Holdings, LLC
INCREASED292,167234,905+57,262+24%$41.0M$77.2M+$36.2M2026-11-04
New York State Teachers Retirement System
DECREASED288,663302,844-14,181-5%$51.2M$73.7K-$51.1M2026-10-22
Robeco Institutional Asset Management B.V.
INCREASED276,828247,606+29,222+12%$41.9M$70.7M+$28.8M2026-10-20
US Bancorp \de\
DECREASED225,929226,998-1,0690%$38.4M$57.7M+$19.3M2026-11-05
Miller Howard Investments Inc
DECREASED216,695293,135-76,440-26%$49.6M$55.3M+$5.8M2026-10-26
Stack Financial Management, Inc
INCREASED215,290214,827+463+0%$36.3M$55.0M+$18.6M2026-11-02
Artemis Investment Management LLP
INCREASED210,381161,747+48,634+30%$27.3M$53.7M+$26.4M2026-10-08
Pictet Asset Management Holding SA
DECREASED205,205254,580-49,375-19%$43.0M$52.4M+$9.4M2026-11-03
Commonwealth Equity Services, LLC
DECREASED205,120209,803-4,683-2%$35.5M$52.4M+$16.9M2026-11-02
Tctc Holdings, LLC
DECREASED193,330202,788-9,458-5%$34.3M$49.4M+$15.1M2026-11-02
Tran Capital Management, L.P.
DECREASED186,683189,102-2,419-1%$32.0M$47.7M+$15.7M2026-10-19
Strs Ohio
INCREASED186,351154,699+31,652+20%$26.2M$47.6M+$21.4M2026-10-30
Fort Washington Investment Advisors Inc
DECREASED185,111185,498-3870%$31.4M$47.3M+$15.9M2026-10-15
Nisa Investment Advisors, LLC
INCREASED178,547175,366+3,181+2%$29.6M$45.6M+$15.9M2026-10-20
Asset Management One Co., Ltd.
INCREASED177,429166,861+10,568+6%$28.2M$45.3M+$17.1M2026-10-27
Wealth Enhancement Advisory Services, LLC
INCREASED174,760165,333+9,427+6%$27.2M$43.3M+$16.1M2026-10-13
Nykredit A/S
INCREASED171,707142,614+29,093+20%$24.1M$43.8M+$19.7M2026-11-06
Assenagon Asset Management S.A.
DECREASED170,724231,785-61,061-26%$39.2M$43.6M+$4.4M2026-10-15
Advisory Resource Group
DECREASED168,986193,572-24,586-13%$32.7M$43.1M+$10.4M2026-10-26
Old Republic International Corp
DECREASED151,000170,100-19,100-11%$28.8K$38.6K+$9.7K2026-10-26
DekaBank Deutsche Girozentrale
DECREASED150,718199,461-48,743-24%$36.9K$38.4K+$1.6K2026-10-27
F&V Capital Management, LLC
DECREASED136,962140,587-3,625-3%$23.8M$35.0K-$23.7M2026-10-19
Adams Natural Resources Fund, Inc.
DECREASED134,875141,475-6,600-5%$23.9M$34.4M+$10.5M2026-10-21
Wallington Asset Management, LLC
DECREASED132,882133,499-6170%$22.6M$33.9M+$11.4M2026-11-04
Chickasaw Capital Management LLC
DECREASED129,559294,013-164,454-56%$49.7K$33.1M+$33.0M2026-10-08
State of New Jersey Common Pension Fund D
DECREASED129,216130,452-1,236-1%$22.1M$33.0M+$10.9M2026-11-05
Keybank National Association
DECREASED127,005130,420-3,415-3%$22.0M$32.4M+$10.4M2026-11-04
Swiss Life Asset Management Ltd
INCREASED122,14575,839+46,306+61%$12.8M$31.2M+$18.4M2026-11-03
Mirae Asset Global Investments Co., Ltd.
INCREASED120,90191,421+29,480+32%$15.5M$30.9M+$15.4M2026-11-03
Bokf, NA
INCREASED119,67897,159+22,519+23%$16.4M$30.6M+$14.1M2026-10-27
American Assets Investment Management, LLC
DECREASED115,400130,800-15,400-12%$22.1M$29.5M+$7.4M2026-10-30
Czech National Bank
INCREASED114,648114,121+527+0%$19.3M$29.3M+$10.0M2026-10-13
Kestra Private Wealth Services, LLC
DECREASED113,239116,104-2,865-2%$19.6M$28.9M+$9.3M2026-11-06
OFI Invest Asset Management
DECREASED113,105131,728-18,623-14%$19.7M$25.7M+$6.0M2026-11-06
Arizona State Retirement System
INCREASED111,419111,265+154+0%$18.8M$28.4M+$9.6M2026-11-03
Richard C. Young & Co., Ltd.
INCREASED110,053109,824+229+0%$18.6M$28.1M+$9.5M2026-11-04
CIBC Asset Management Inc
INCREASED106,97394,625+12,348+13%$16.0M$27.3M+$11.3M2026-11-05
Torray Investment Partners LLC
DECREASED106,820117,795-10,975-9%$19.9M$27.3M+$7.4M2026-10-30
Fifth Third Bancorp
DECREASED105,134117,652-12,518-11%$19.9M$26.8M+$7.0M2026-11-05
PensionDanmark Pensionsforsikringsaktieselskab
INCREASED104,18586,229+17,956+21%$14.6M$26.6M+$12.0M2026-10-19
Kestra Advisory Services, LLC
INCREASED103,97096,020+7,950+8%$16.2M$26.5M+$10.3M2026-11-02
OpenArc Corporate Advisory, LLC
DECREASED103,160104,638-1,478-1%$17.7M$26.3M+$8.6M2026-10-21
State of Michigan Retirement System
DECREASED100,212102,612-2,400-2%$17.3M$25.6M+$8.2M2026-10-27
Pacific Heights Asset Management LLC
UNCHANGED100,000100,00000%$16.9M$25.5M+$8.6M2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED99,758104,290-4,532-4%$17.6M$25.5K-$17.6M2026-11-02
Eldred Rock Partners, LLC
INCREASED98,64797,837+810+1%$16.5M$25.2M+$8.6M2026-10-13
Savant Capital, LLC
INCREASED97,70160,249+37,452+62%$11.3M$24.9M+$13.7M2026-11-06
Arbejdsmarkedets Tillaegspension
DECREASED94,800150,800-56,000-37%$25.5M$24.2M-$1.3M2026-10-30
KBC Group NV
INCREASED92,32441,018+51,306+125%$6.9M$23.6K-$6.9M2026-10-22
IFM Investors Pty Ltd
INCREASED89,32871,928+17,400+24%$12.2M$22.8M+$10.6M2026-10-14
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED88,15788,556-3990%$15.0M$22.5M+$7.5M2026-11-03
Daymark Wealth Partners, LLC
DECREASED87,07087,073-30%$14.7M$22.2M+$7.5M2026-11-04
Associated Banc-Corp
DECREASED86,33196,657-10,326-11%$16.3M$22.0M+$5.7M2026-10-30
Concurrent Investment Advisors, LLC
INCREASED84,73879,658+5,080+6%$13.5M$21.6M+$8.2M2026-10-16
Retirement Systems of Alabama
DECREASED83,67884,227-549-1%$14.2M$21.4M+$7.1M2026-11-04
Daiwa Securities Group Inc.
INCREASED83,24882,438+810+1%$13.9M$21.3M+$7.3M2026-10-29
Xponance LLC
INCREASED83,08470,315+12,769+18%$11.9M$21.2M+$9.3M2026-11-03
Venture Visionary Partners LLC
DECREASED81,43385,433-4,000-5%$14.4M$20.8M+$6.3M2026-10-07
D.A. Davidson & Co.
DECREASED79,10996,251-17,142-18%$16.3M$20.2M+$3.9M2026-10-28
Illinois Municipal Retirement Fund
DECREASED77,17477,956-782-1%$13.2M$19.7M+$6.5M2026-11-05
Neos Investment Management LLC
INCREASED75,77165,327+10,444+16%$11.0M$19.3M+$8.3M2026-11-04
Adell Harriman & Carpenter Inc
DECREASED74,28576,160-1,875-2%$12.9M$19.0M+$6.1M2026-11-02
ProShare Advisors LLC
DECREASED73,81275,877-2,065-3%$12.8M$18.8M+$6.0M2026-10-29
Lawson Kroeker Investment Management Inc
DECREASED72,72382,799-10,076-12%$14.0M$18.6M+$4.6M2026-10-22
Verity & Verity, LLC
DECREASED72,722112,031-39,309-35%$18.9M$18.6M-$372.2K2026-10-23
B. Metzler seel. Sohn & Co. AG
DECREASED72,14875,146-2,998-4%$12.7M$18.4M+$5.7M2026-10-30
Sterling Capital Management LLC
INCREASED72,02669,979+2,047+3%$11.8M$18.4M+$6.6M2026-10-22
Rakuten Investment Management, Inc.
INCREASED71,74465,580+6,164+9%$11.4M$18.1M+$6.7M2026-10-30
Calamos Advisors LLC
INCREASED69,27767,875+1,402+2%$11.5M$17.7M+$6.2M2026-11-02
Heritage Investors Management Corp
DECREASED67,85871,343-3,485-5%$12.1M$17.3K-$12.0M2026-10-29
Amalgamated Bank
DECREASED67,46369,747-2,284-3%$11.8M$17.2K-$11.8M2026-10-23
Bryn Mawr Trust Advisors, LLC
DECREASED66,94370,057-3,114-4%$11.8M$17.1M+$5.2M2026-11-04
Allworth Financial LP
INCREASED65,34623,029+42,317+184%$3.9M$11.0M+$7.2M2026-11-06
Nordwand Advisors, LLC
DECREASED62,61562,724-1090%$10.6M$16.0M+$5.4M2026-11-05
Cypress Capital Group
INCREASED60,41959,903+516+1%$10.1M$15.4M+$5.3M2026-11-03
LBP AM SA
DECREASED60,26260,493-2310%$10.2M$15.4M+$5.2M2026-11-06
Foundation Resource Management Inc
DECREASED60,19161,342-1,151-2%$10.4M$15.4M+$5.0M2026-10-19
J.W. Cole Advisors, Inc.
INCREASED59,34452,353+6,991+13%$8.9M$15.2M+$6.3M2026-11-05
Convergence Investment Partners, LLC
INCREASED59,18143,453+15,728+36%$7.3M$15.1M+$7.8M2026-10-28
TD Waterhouse Canada Inc.
DECREASED58,57359,533-960-2%$10.4M$15.5M+$5.1M2026-10-16
Cushing Asset Management, LP dba NXG Investment Management
DECREASED58,10073,100-15,000-21%$12.4M$14.8M+$2.5M2026-10-26
Eurizon Capital SGR S.p.A.
DECREASED56,51485,596-29,082-34%$14.5M$14.4M-$51.6K2026-11-06
New York Life Investment Management LLC
DECREASED55,51355,869-356-1%$9.4M$14.2M+$4.7M2026-11-04
Visionary Wealth Advisors
DECREASED55,22569,764-14,539-21%$11.8M$14.1M+$2.3M2026-11-04
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED54,62754,278+349+1%$9.2M$13.9M+$4.8M2026-10-20
Royal Fund Management, LLC
INCREASED54,11648,623+5,493+11%$8.2M$13.8M+$5.6M2026-10-22
Telos Capital Management, Inc.
DECREASED53,17655,644-2,468-4%$9.4M$13.6M+$4.2M2026-11-02
Oppenheimer Asset Management Inc.
DECREASED52,60496,515-43,911-45%$16.3M$13.4M-$2.9M2026-10-27
HB Wealth Management, LLC
INCREASED51,55241,017+10,535+26%$6.9M$13.2M+$6.2M2026-10-23
Crossmark Global Holdings, Inc.
INCREASED50,63222,812+27,820+122%$3.9M$12.9M+$9.1M2026-10-21
UniSuper Management Pty Ltd
INCREASED50,22244,722+5,500+12%$7.6M$12.8M+$5.3M2026-10-26
Generali Asset Management SPA SGR
INCREASED49,69248,418+1,274+3%$8.2M$12.7M+$4.5M2026-10-26
Oregon Public Employees Retirement Fund
DECREASED49,05749,260-2030%$8.3M$12.5M+$4.2M2026-10-30
Great Lakes Advisors, LLC
DECREASED47,75089,077-41,327-46%$15.1M$12.2M-$2.9M2026-11-06
Ag2r LA Mondiale Gestion D'actifs
DECREASED47,65858,523-10,865-19%$9.9M$12.2M+$2.3M2026-10-26
Kornitzer Capital Management Inc
DECREASED47,62847,977-349-1%$8.1M$12.2M+$4.0M2026-11-03
Yousif Capital Management, LLC
DECREASED47,17947,469-290-1%$8.0M$12.0M+$4.0M2026-10-22
Hosking Partners LLP
DECREASED46,04950,924-4,875-10%$8.6M$11.8M+$3.1M2026-10-21
Merit Financial Group, LLC
INCREASED45,90842,079+3,829+9%$7.1M$11.7M+$4.6M2026-11-06
Prospera Financial Services Inc
INCREASED45,26428,487+16,777+59%$4.8M$12.8M+$8.0M2026-11-04
Spirit of America Management Corp
DECREASED45,13645,436-300-1%$7.7M$11.5M+$3.8M2026-10-14
VestGen Advisors, LLC
INCREASED44,9878,037+36,950+460%$1.4M$11.5M+$10.1M2026-10-27
Park Avenue Securities LLC
DECREASED44,78244,794-120%$7.6M$11.4K-$7.6M2026-10-26
ARS Investment Partners, LLC
NEW44,278—+44,278——$11.3M—2026-11-05
Thrivent Financial for Lutherans
DECREASED44,26547,784-3,519-7%$8.1M$11.3K-$8.1M2026-11-05
Vontobel Holding Ltd.
INCREASED43,50640,851+2,655+7%$6.9M$11.1M+$4.2M2026-10-16
Stablepoint Partners, LLC
DECREASED43,28448,662-5,378-11%$8.2M$11.1M+$2.8M2026-11-03
Atlatl Advisers LLC
INCREASED42,826186+42,640+22925%$31.4K$10.9M+$10.9M2026-10-22
Fiera Capital Corp
NEW42,520—+42,520——$10.9M—2026-11-06
AIA Group Ltd
INCREASED42,33010,252+32,078+313%$1.7M$10.8M+$9.1M2026-10-30
King Luther Capital Management Corp
INCREASED41,71441,070+644+2%$6.9M$10.7M+$3.7M2026-11-05
ABN Amro Investment Solutions
INCREASED41,12932,899+8,230+25%$5.6M$10.5M+$4.9M2026-10-21
Mutual of America Capital Management LLC
DECREASED40,83941,320-481-1%$7.0M$10.4M+$3.4M2026-10-23
Wesbanco Bank Inc
DECREASED40,65444,446-3,792-9%$7.5M$10.4M+$2.9M2026-11-04
Kesler, Norman & Wride, LLC
DECREASED40,14040,989-849-2%$6.9M$10.2M+$3.3M2026-11-06
Level Four Advisory Services, LLC
DECREASED39,88642,529-2,643-6%$7.2M$10.2M+$3.0M2026-11-06
NewSquare Capital LLC
INCREASED39,68838,405+1,283+3%$6.5M$10.1M+$3.6M2026-11-06
Oppenheimer & Co Inc
INCREASED39,47831,636+7,842+25%$5.3M$10.1M+$4.7M2026-10-26
Cutler Investment Counsel LLC
DECREASED38,83539,282-447-1%$6.6M$9.9M+$3.3M2026-10-28
Montgomery Investment Management Inc
INCREASED38,20138,200+10%$6.5M$9.8M+$3.3M2026-10-26
State of Alaska, Department of Revenue
DECREASED37,80039,285-1,485-4%$6.6M$9.7K-$6.6M2026-10-15
Meitav Investment House LTD
DECREASED36,85247,721-10,869-23%$11.4M$9.2M-$2.2M2026-10-28
Farther Finance Advisors, LLC
INCREASED36,57533,699+2,876+9%$5.7M$9.3M+$3.6M2026-10-08
Farmers & Merchants Investments Inc
DECREASED35,11135,580-469-1%$6.0M$9.0M+$2.9M2026-10-22
Natixis
NEW35,095—+35,095——$9.0M—2026-11-06
Pinkerton Wealth, LLC
DECREASED34,83041,681-6,851-16%$7.6M$8.9M+$1.3M2026-10-29
Community Bank & Trust, Waco, Texas
INCREASED34,79133,772+1,019+3%$5.7M$8.9K-$5.7M2026-10-19
Nkcfo LLC
UNCHANGED34,47534,47500%$5.8M$8.8K-$5.8M2026-11-04
True Freedom Investing, LLC
DECREASED34,08240,371-6,289-16%$7.4M$8.7M+$1.3M2026-10-29
Hikari Power Ltd
DECREASED34,020155,300-121,280-78%$26.3M$8.7K-$26.2M2026-10-30
Stolper Co
DECREASED33,25348,609-15,356-32%$8.2K$8.5K+$2732026-10-13
Pinnacle Associates LTD
INCREASED33,10033,020+80+0%$5.6M$8.5M+$2.9M2026-10-20
Brady Family Wealth, LLC
DECREASED33,05335,188-2,135-6%$5.9M$8.4M+$2.5M2026-11-02
Salem Investment Counselors Inc
DECREASED32,93944,525-11,586-26%$7.5M$8.4M+$882.7K2026-10-13
Meyer Handelman Co
UNCHANGED32,67232,67200%$5.5M$8.3M+$2.8M2026-10-28
Canal Insurance Co
DECREASED32,50042,500-10,000-24%$7.2M$8.3K-$7.2M2026-10-20
Mattern Capital Management, LLC
DECREASED32,31236,899-4,587-12%$6.2M$8.2M+$2.0M2026-11-02
Glass Wealth Management Co LLC
INCREASED31,74730,990+757+2%$5.2M$8.1M+$2.9M2026-10-28
Gateway Investment Advisers LLC
INCREASED31,60421,187+10,417+49%$3.6M$8.1M+$4.5M2026-10-13
Lido Advisors, LLC
DECREASED31,25149,178-17,927-36%$8.3M$8.0M-$334.7K2026-11-04
Intact Investment Management Inc.
NEW31,200—+31,200——$8.0M—2026-11-03
Chatham Capital Group, Inc.
DECREASED30,71531,690-975-3%$5.4M$7.8M+$2.5M2026-10-16
Gulf International Bank (UK) Ltd
UNCHANGED30,62230,62200%$5.2M$7.8K-$5.2M2026-10-20
OP Asset Management Ltd
UNCHANGED30,58130,58100%$5.2M$7.8M+$2.6M2026-11-05
Scissortail Wealth Management, LLC
INCREASED30,56130,510+51+0%$5.2M$7.8M+$2.6M2026-11-03
First Fiduciary Investment Counsel, Inc.
DECREASED30,25754,691-24,434-45%$9.2M$7.7K-$9.2M2026-10-27
Parsons Capital Management Inc
INCREASED30,21329,260+953+3%$4.9M$7.7M+$2.8M2026-10-28
Wedbush Securities Inc
INCREASED30,10928,386+1,723+6%$4.8M$7.7K-$4.8M2026-10-22
Kenora Financial, LLC
DECREASED29,97031,618-1,648-5%$5.3M$7.7M+$2.3M2026-10-20
Fisher Asset Management, LLC
INCREASED29,68311,604+18,079+156%$2.0M$7.6M+$5.6M2026-11-06
Mirador Capital Partners LP
DECREASED29,68247,295-17,613-37%$8.0M$7.6M-$417.2K2026-10-09
Cardinal Capital Management
INCREASED29,41528,388+1,027+4%$4.8M$7.5M+$2.7M2026-10-21
First American Bank
DECREASED29,28129,326-450%$5.0M$7.5M+$2.5M2026-10-27
Parr Mcknight Wealth Management Group, LLC
DECREASED29,13530,665-1,530-5%$5.2M$7.4M+$2.3M2026-10-30
Vise Technologies, Inc.
DECREASED29,04829,277-229-1%$4.9M$7.4M+$2.5M2026-10-29
SevenBridge Financial Group, LLC
DECREASED28,85138,451-9,600-25%$7.8M$8.4M+$556.0K2026-10-26
O'Keefe Stevens Advisory, Inc.
INCREASED28,85126,568+2,283+9%$4.5M$7.4M+$2.9M2026-10-09
Candriam S.C.A.
INCREASED28,74123,832+4,909+21%$4.0M$7.4M+$3.3M2026-11-03
Machina Capital S.A.S.
NEW28,703—+28,703——$7.3M—2026-11-05
Exchange Traded Concepts, LLC
INCREASED28,5519,487+19,064+201%$1.6M$7.3M+$5.7M2026-10-28
Barings LLC
DECREASED28,27141,977-13,706-33%$7.1M$7.2M+$121.7K2026-10-22
Nations Financial Group Inc,
INCREASED28,23928,087+152+1%$4.7M$7.2M+$2.5M2026-11-05
Virginia Wealth Management Group, Inc.
DECREASED28,15337,694-9,541-25%$6.4M$7.2M+$815.6K2026-10-14
UMB Bank, n.a.
DECREASED27,92228,711-789-3%$4.9M$7.1M+$2.3M2026-11-06
Virginia Retirement Systems ET Al
INCREASED27,08912,200+14,889+122%$2.1M$6.9M+$4.9M2026-10-28
Americana Partners, LLC
INCREASED26,94624,961+1,985+8%$4.2M$6.9M+$2.7M2026-10-28
Y-Intercept (Hong Kong) Ltd
DECREASED26,87932,400-5,521-17%$5.5M$6.9M+$1.4M2026-10-16
Alpha Omega Wealth Management LLC
DECREASED26,77633,114-6,338-19%$5.6M$6.8M+$1.2M2026-10-23
Principle Wealth Partners LLC
INCREASED26,25526,244+11+0%$4.4M$6.7M+$2.3M2026-11-02
Central Trust Co
INCREASED25,57224,923+649+3%$4.2M$6.5M+$2.3M2026-11-05
Citizens National Bank Trust Department
DECREASED25,20125,521-320-1%$4.3M$6.4M+$2.1M2026-11-04
BI Asset Management Fondsmaeglerselskab A/S
INCREASED25,07110,276+14,795+144%$1.7M$6.4K-$1.7M2026-10-22
Praxis Investment Management Inc
UNCHANGED25,04325,04300%$4.2M$6.4K-$4.2M2026-11-03
Beacon Financial Group
DECREASED24,92125,598-677-3%$4.3M$6.4M+$2.0M2026-10-19
Maryland State Retirement & Pension System
DECREASED24,667222,129-197,462-89%$37.6M$6.3M-$31.3M2026-11-05
Ellerson Group Inc
DECREASED24,50726,452-1,945-7%$4.5M$6.7M+$2.2M2026-11-04
RED Cedar Investment Management, LLC
DECREASED24,34830,377-6,029-20%$5.1M$6.2M+$1.1M2026-11-04
Rockline Wealth Management, LLC
DECREASED24,30325,026-723-3%$4.2M$6.2M+$2.0M2026-10-26
Brighton Jones LLC
INCREASED24,13324,019+114+0%$4.1M$6.2M+$2.1M2026-11-03
Compass Wealth Management LLC
DECREASED23,86232,662-8,800-27%$5.5M$6.1M+$570.7K2026-10-22
One Way Holdings LLC
NEW23,472—+23,472——$6.0M—2026-10-29
Unison Advisors LLC
INCREASED23,15923,005+154+1%$3.9M$5.9M+$2.0M2026-10-29
Alps Advisors Inc
DECREASED22,59625,390-2,794-11%$4.3M$5.8M+$1.5M2026-11-03
Oak Thistle LLC
INCREASED22,23613,979+8,257+59%$2.4M$5.7M+$3.3M2026-10-21
Choreo, LLC
DECREASED21,86822,990-1,122-5%$3.9M$5.6M+$1.7M2026-10-28
Chicago Partners Investment Group LLC
INCREASED21,57219,950+1,622+8%$4.1M$6.1M+$2.0M2026-10-27
Davenport & Co LLC
DECREASED21,53121,915-384-2%$3.7M$5.5M+$1.8M2026-10-14
Baxter Bros Inc
DECREASED21,42422,439-1,015-5%$3.8M$5.5M+$1.7M2026-11-04
Hartford Investment Management Co
DECREASED21,32422,129-805-4%$3.7M$5.4M+$1.7M2026-11-04
Tokio Marine Asset Management Co LTD
INCREASED21,07920,764+315+2%$3.5M$5.4M+$1.9M2026-10-26
Viking Fund Management LLC
DECREASED21,00085,000-64,000-75%$14.4M$5.4M-$9.0M2026-10-14
Somerset Trust Co
DECREASED20,98221,301-319-1%$3.6M$5.4M+$1.8M2026-10-13
Equitable Trust Co
DECREASED20,95522,145-1,190-5%$3.7M$5.4M+$1.6M2026-10-13
NorthCrest Asset Manangement, LLC
INCREASED20,86220,800+62+0%$3.9M$5.9M+$1.9M2026-10-13
Mitchell & Pahl Private Wealth, LLC
DECREASED20,79721,010-213-1%$3.6M$5.3M+$1.8M2026-10-14
Community Bank, N.A.
DECREASED20,66921,311-642-3%$3.6M$5.3M+$1.7M2026-11-06
Diversified Trust Co
INCREASED20,53318,408+2,125+12%$3.1M$5.2M+$2.1M2026-11-06
Argyle Capital Management, LLC
UNCHANGED20,51720,51700%$3.5M$5.2M+$1.8M2026-10-28
Midwest Trust Co
INCREASED20,44019,876+564+3%$3.4M$5.2M+$1.9M2026-10-22
Citizens Financial Group Inc
INCREASED20,22912,693+7,536+59%$2.1M$5.2M+$3.0M2026-10-23
City Holding Co
INCREASED20,16119,351+810+4%$3.3M$5.1M+$1.9M2026-10-19
New Mexico Educational Retirement Board
UNCHANGED20,12820,12800%$3.4M$5.1K-$3.4M2026-11-05
Caldwell Trust Co
INCREASED20,12118,852+1,269+7%$3.2M$5.1M+$2.0M2026-10-30
AlphaCore Capital LLC
INCREASED19,93617,816+2,120+12%$3.0M$5.1M+$2.1M2026-11-04
Sowell Financial Services LLC
INCREASED19,84819,421+427+2%$3.3M$5.1M+$1.8M2026-10-23
Ferguson Wellman Capital Management, Inc
DECREASED19,68619,742-560%$3.3M$5.0M+$1.7M2026-10-05
Louisiana State Employees Retirement System
DECREASED19,60020,500-900-4%$3.5M$5.0M+$1.5M2026-10-20
Atria Investments, Inc
INCREASED19,28519,061+224+1%$3.2M$4.9M+$1.7M2026-10-15
First Nebraska Trust Co
DECREASED19,22919,782-553-3%$3.3M$4.9M+$1.6M2026-10-30
GC Wealth Management RIA, LLC
INCREASED18,99618,801+195+1%$3.2M$4.8M+$1.7M2026-11-02
GF Fund Management Co. Ltd.
DECREASED18,94631,898-12,952-41%$5.4M$4.8M-$555.3K2026-10-26
Prime Capital Investment Advisors, LLC
DECREASED18,90619,009-103-1%$3.2M$4.8M+$1.6M2026-10-20
Ethic Inc.
INCREASED18,61617,736+880+5%$3.0M$4.8M+$1.8M2026-11-03
Carnegie Investment Counsel
DECREASED18,60929,270-10,661-36%$4.9M$4.8M-$197.0K2026-10-20
Gamma Investing LLC
INCREASED18,53517,206+1,329+8%$2.9M$4.7M+$1.8M2026-10-08
Mcdonald Partners LLC
DECREASED17,77318,065-292-2%$3.1M$4.5M+$1.5M2026-11-03
Cullen T Bankers, Inc.
DECREASED17,73919,213-1,474-8%$3.2M$4.5M+$1.3M2026-10-28
Apollon Wealth Management, LLC
DECREASED17,64417,760-116-1%$3.0M$4.5M+$1.5M2026-10-23
Argonautica Private Wealth Management, Inc
DECREASED17,25717,433-176-1%$2.9M$4.4M+$1.5M2026-11-02
Koshinski Asset Management, Inc.
DECREASED17,01817,066-480%$2.9M$4.3M+$1.5M2026-10-29
Clifford Swan Investment Counsel LLC
DECREASED16,96517,152-187-1%$2.9M$4.3M+$1.4M2026-11-05
Elevation Point Wealth Partners, LLC
INCREASED16,88915,699+1,190+8%$2.7M$4.3M+$1.7M2026-11-05
HUB Investment Partners, LLC
DECREASED16,80283,540-66,738-80%$14.1M$4.3M-$9.8M2026-11-03
Northside Capital Management, LLC
UNCHANGED16,72516,72500%$2.8M$4.3M+$1.4M2026-10-13
SWS Partners
DECREASED16,64019,349-2,709-14%$3.3M$4.2M+$977.5K2026-10-26
Great Lakes Retirement, Inc.
DECREASED16,53916,661-122-1%$2.8M$4.2M+$1.4M2026-10-26
Krilogy Financial LLC
INCREASED16,37715,828+549+3%$2.7M$4.6M+$1.9M2026-10-13
Patten & Patten Inc
DECREASED16,26016,558-298-2%$2.8M$4.2M+$1.4M2026-10-26
Azzad Asset Management Inc
DECREASED16,13623,705-7,569-32%$4.0M$4.1M+$112.4K2026-11-04
IFP Advisors, Inc
DECREASED16,13519,223-3,088-16%$3.2M$4.1M+$869.8K2026-10-16
Birch Financial Group, LLC
DECREASED16,08216,126-440%$2.7M$4.1M+$1.4M2026-10-27
Keystone Wealth Services, LLC
UNCHANGED16,01616,01600%$2.7M$4.0M+$1.3M2026-11-03
iA Global Asset Management Inc.
NEW16,009—+16,009——$4.1K—2026-10-29
Pathway Financial Advisers, LLC
DECREASED15,88816,140-252-2%$2.7M$4.1M+$1.3M2026-10-27
Neville Rodie & Shaw Inc
UNCHANGED15,88115,88100%$2.7K$4.1K+$1.4K2026-10-05
BFI Infinity Ltd.
NEW15,820—+15,820——$4.0M—2026-10-16
Regions Financial Corp
INCREASED15,72115,034+687+5%$2.5M$4.0M+$1.5M2026-11-05
Mesirow Financial Investment Management, Inc.
INCREASED15,63015,456+174+1%$2.6M$4.0M+$1.4M2026-11-05
William B. Walkup & Associates, Inc.
DECREASED15,61715,792-175-1%$2.7M$4.0M+$1.3M2026-11-05
Ashton Thomas Private Wealth, LLC
INCREASED15,58513,743+1,842+13%$2.3M$4.0M+$1.7M2026-11-03
Herold Advisors, Inc.
DECREASED15,53615,842-306-2%$2.7M$4.0M+$1.3M2026-10-19
Parcion Private Wealth LLC
INCREASED15,51714,333+1,184+8%$2.4M$4.0M+$1.5M2026-10-28
Park Capital Management, LLC / WI
NEW15,383—+15,383——$3.9M—2026-10-13
Mattern Wealth Management LLC
INCREASED15,33215,103+229+2%$2.6M$3.9M+$1.4M2026-11-04
Brookstone Capital Management
DECREASED15,30216,449-1,147-7%$2.8M$3.9M+$1.1M2026-10-22
TBH Global Asset Management, LLC
DECREASED15,24915,987-738-5%$2.7M$3.9M+$1.2M2026-11-03
Q3 Asset Management
NEW15,232—+15,232——$3.9K—2026-11-06
Procyon Advisors, LLC
DECREASED15,13216,964-1,832-11%$2.9M$3.9M+$995.7K2026-10-21
Independent Solutions Wealth Management, LLC
DECREASED15,11915,558-439-3%$2.6M$3.9M+$1.2M2026-10-28
ASK Capital Investment Managers, LLC
NEW15,115—+15,115——$3.9M—2026-10-14
Wedmont Private Capital
INCREASED15,06412,894+2,170+17%$2.4M$4.2M+$1.8M2026-10-09
Wilmington Savings Fund Society, FSB
DECREASED15,06217,162-2,100-12%$2.9M$3.8M+$944.2K2026-10-23
HBK Sorce Advisory LLC
DECREASED15,03815,670-632-4%$3.2M$3.7M+$541.0K2026-11-06
International Assets Investment Management, LLC
DECREASED14,95918,230-3,271-18%$3.2M$4.0M+$771.5K2026-11-02
Curbstone Financial Management Corp
DECREASED14,75415,054-300-2%$2.5M$3.8M+$1.2M2026-10-21
Raiffeisen Bank International AG
INCREASED14,7339,000+5,733+64%$1.6M$3.7M+$2.1M2026-10-28
Patton Fund Management, Inc.
NEW14,451—+14,451——$3.7M—2026-10-13
Profund Advisors LLC
DECREASED14,40119,875-5,474-28%$3.4M$3.7M+$316.9K2026-10-29
Flagship Capital Management Inc.
DECREASED14,37914,582-203-1%$2.5M$3.7M+$1.2M2026-10-20
Financiere des Professionnels - Fonds d'investissement inc.
UNCHANGED14,36114,36100%$2.4M$3.7M+$1.2M2026-11-03
Segment Wealth Management, LLC
INCREASED14,20514,180+25+0%$2.4M$3.6M+$1.2M2026-10-26
Wilkins Investment Counsel Inc
INCREASED14,07514,068+7+0%$2.4M$3.6M+$1.2M2026-11-03
XML Financial, LLC
INCREASED14,07013,825+245+2%$2.3M$3.6M+$1.3M2026-10-29
Franklin, Parlapiano, Turner & Welch, LLC
DECREASED14,03624,155-10,119-42%$4.1M$3.6M-$499.9K2026-10-30
YHB Investment Advisors, Inc.
DECREASED13,82914,371-542-4%$2.4M$3.5M+$1.1M2026-10-08
MH & Associates Securities Management Corp
DECREASED13,82724,208-10,381-43%$4.1M$3.5M-$562.2K2026-10-30
Fulcrum Asset Management LLP
INCREASED13,7991,799+12,000+667%$313.1K$3.5M+$3.2M2026-11-04
Avantax Planning Partners, Inc.
DECREASED13,62613,692-660%$2.3M$3.5M+$1.2M2026-11-03
CPC Advisors, LLC
INCREASED13,4242,015+11,409+566%$340.6K$3.4M+$3.1M2026-10-21
Burney Co/
INCREASED13,32813,015+313+2%$2.2M$3.4M+$1.2M2026-10-15
Everett Harris & Co
DECREASED13,20613,632-426-3%$2.3M$3.4M+$1.1M2026-10-28
Mader & Shannon Wealth Management, Inc.
DECREASED13,16424,917-11,753-47%$4.2M$3.4M-$851.3K2026-11-02
Marion Wealth Management
DECREASED13,15213,302-150-1%$2.2M$3.4M+$1.1M2026-10-22
Valeo Financial Advisors, LLC
INCREASED13,10912,763+346+3%$2.2M$3.3M+$1.2M2026-10-08
Monument Capital Management
NEW13,039—+13,039——$3.3M—2026-10-09
FNY Investment Advisers, LLC
INCREASED13,0005+12,995+259900%$0$3.3K+$3.3K2026-10-16
MGO One Seven LLC
DECREASED12,91013,074-164-1%$2.2M$3.3M+$1.1M2026-10-28
Private Management Group Inc
UNCHANGED12,79112,79100%$2.2M$3.3M+$1.1M2026-11-04
Moors & Cabot, Inc.
INCREASED12,57911,511+1,068+9%$1.9M$3.2M+$1.3M2026-11-06
First Citizens Bank & Trust Co
INCREASED12,3977,338+5,059+69%$1.2M$3.2M+$1.9M2026-10-14
Williams Jones Wealth Management, Llc.
INCREASED12,35011,757+593+5%$2.0M$3.2M+$1.2M2026-11-05
CWC Advisors, Llc.
DECREASED12,33812,386-480%$2.1M$3.2M+$1.1M2026-10-15
North Dakota State Investment Board
INCREASED12,27911,983+296+2%$2.0M$3.1M+$1.1M2026-10-27
Parallel Advisors, LLC
INCREASED11,98611,422+564+5%$1.9M$3.1M+$1.1M2026-11-03
SteelPeak Wealth, LLC
INCREASED11,8281,746+10,082+577%$295.2K$3.0M+$2.7M2026-10-16
Carret Asset Management, LLC
DECREASED11,76812,001-233-2%$2.0M$3.0M+$975.7K2026-11-04
Tweedy, Browne Co LLC
DECREASED11,73412,282-548-4%$2.1M$3.0M+$919.5K2026-11-04
Jacobi Capital Management LLC
DECREASED11,59211,655-63-1%$2.0M$3.0M+$989.3K2026-11-05
Columbia Bank
DECREASED11,51811,651-133-1%$2.0M$2.9M+$971.1K2026-10-29
Oakmont Investment Advisors, Inc.
INCREASED11,5179,109+2,408+26%$1.5M$2.9M+$1.4M2026-10-21
Fruth Investment Management
DECREASED11,10311,123-200%$1.9K$2.8K+$9542026-10-13
Hilltop National Bank
DECREASED11,03611,685-649-6%$2.0M$2.8M+$842.3K2026-10-14
Boyd Watterson Asset Management LLC
DECREASED11,03011,152-122-1%$1.9M$2.8M+$930.8K2026-11-06
Alkeme Wealth, LLC
DECREASED10,99014,085-3,095-22%$2.4M$2.8M+$424.8K2026-10-08
MCF Advisors LLC
INCREASED10,94810,840+108+1%$1.8M$2.8M+$962.5K2026-10-28
Crescent Sterling, Ltd.
DECREASED10,90811,579-671-6%$2.0M$2.8M+$827.5K2026-10-16
Cherokee Insurance Co
DECREASED10,45015,450-5,000-32%$2.6M$2.7M+$56.2K2026-11-05
Mission Wealth Management, LP
DECREASED10,38515,142-4,757-31%$2.6M$2.7M+$91.6K2026-10-15
Spire Wealth Management
INCREASED10,379415+9,964+2401%$70.2K$2.6M+$2.6M2026-10-30
Securian Asset Management, Inc
DECREASED10,36310,635-272-3%$2.2M$2.6M+$445.8K2026-11-06
Independent Financial Group, LLC
INCREASED10,31510,281+34+0%$1.7M$2.6M+$895.6K2026-10-13
Ticino Wealth
DECREASED10,27910,308-290%$1.7M$2.6M+$881.8K2026-10-13
Florida Trust Wealth Management Co
DECREASED10,27811,851-1,573-13%$2.0M$2.6M+$620.7K2026-11-05
Greenleaf Trust
DECREASED10,27010,645-375-4%$1.8M$2.6M+$822.5K2026-10-29
Moneco Advisors, LLC
DECREASED10,18710,499-312-3%$1.8M$2.6M+$825.8K2026-11-05
Avidian Wealth Enterprises, LLC
DECREASED10,13211,762-1,630-14%$2.0M$2.6M+$598.5K2026-10-08
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED10,10010,10000%$1.7M$1.7M$02026-10-15
Delta Financial Advisors LLC
INCREASED10,0799,959+120+1%$1.7M$2.6M+$889.9K2026-10-27
Avior Wealth Management, LLC
INCREASED10,0729,269+803+9%$1.6M$2.6M+$1.0M2026-10-13
Inscription Capital, LLC
DECREASED10,03011,068-1,038-9%$1.9M$2.6M+$689.8K2026-11-02
Jefferies Financial Group Inc.
INCREASED10,0114,115+5,896+143%$695.6K$2.6M+$1.9M2026-11-05
Cantor Fitzgerald Investment Advisors L.P.
NEW10,000—+10,000——$2.6M—2026-10-21
EverSource Wealth Advisors, LLC
INCREASED9,9738,851+1,122+13%$1.5M$2.5M+$1.0M2026-11-04
First Interstate Bank
DECREASED9,96310,477-514-5%$1.8M$2.5M+$772.5K2026-10-23
Perpetual Ltd
INCREASED9,9475,805+4,142+71%$981.3K$2.5M+$1.6M2026-10-13
Prairie Advisory, LLC
INCREASED9,9386,779+3,159+47%$1.1M$2.5M+$1.4M2026-10-19
Catherine Avery Investment Management LLC
DECREASED9,92431,061-21,137-68%$5.3M$2.5M-$2.7M2026-10-14
Signaturefd, LLC
INCREASED9,8569,368+488+5%$1.6M$2.5M+$932.6K2026-10-23
Todd Asset Management LLC
UNCHANGED9,8119,81100%$1.7M$2.5M+$846.3K2026-10-27
Cullinan Associates Inc
DECREASED9,7479,762-150%$1.7M$2.5M+$838.2K2026-11-03
CFM Wealth Partners LLC
UNCHANGED9,6239,62300%$1.6M$2.5M+$830.1K2026-11-05
Flavin Financial Services, Inc.
DECREASED9,61212,996-3,384-26%$2.2M$2.5M+$257.0K2026-10-21
Harfst & Associates, Inc.
DECREASED9,5959,952-357-4%$1.7M$2.4M+$767.4K2026-10-20
Clearstead Advisors, LLC
DECREASED9,5849,870-286-3%$1.7M$2.4M+$777.0K2026-11-06
Quadrant Capital Group LLC
INCREASED9,4599,414+45+0%$1.6M$2.8M+$1.2M2026-10-20
Patten Group, Inc.
INCREASED9,4587,607+1,851+24%$1.3M$2.4M+$1.1M2026-10-26
TD Private Client Wealth LLC
DECREASED9,45313,128-3,675-28%$2.2M$2.4M+$194.2K2026-10-28
Jeppson Wealth Management, LLC
DECREASED9,4129,731-319-3%$1.6M$2.4M+$758.0K2026-10-20
Bangor Savings Bank
DECREASED9,36210,100-738-7%$1.7M$2.4M+$682.8K2026-10-06
111 Capital
INCREASED9,3494,748+4,601+97%$802.6K$2.4M+$1.6M2026-11-03
Fifth Third Wealth Advisors LLC
INCREASED9,2908,925+365+4%$1.5M$2.4M+$863.1K2026-10-22
Capital Advisors Wealth Management, LLC
INCREASED9,2619,097+164+2%$1.5M$2.4M+$826.6K2026-10-09
Assetmark, Inc
INCREASED9,1186,812+2,306+34%$1.2M$2.3M+$1.2M2026-10-21
Evergreen Capital Management LLC
DECREASED9,1189,160-420%$1.5M$2.3M+$779.4K2026-10-23
Diversify Wealth Management, LLC
INCREASED9,0677,366+1,701+23%$1.5M$2.6M+$1.1M2026-10-20
Diversify Advisory Services, LLC
INCREASED9,0677,366+1,701+23%$1.5M$2.6M+$1.1M2026-10-20
Summit Place Financial Advisors, LLC
DECREASED9,0539,741-688-7%$1.6M$2.3M+$664.6K2026-10-23
JBR Co Financial Management Inc
DECREASED9,0439,293-250-3%$1.6M$1.6M+$7.0K2026-10-13
Beese Fulmer Investment Management, Inc.
DECREASED9,02710,174-1,147-11%$1.7M$2.3M+$584.9K2026-10-23
Poehling Capital Management, Inc.
UNCHANGED9,0179,01700%$1.5M$2.3M+$777.8K2026-10-20
Impact Capital Partners LLC
DECREASED8,9059,511-606-6%$1.6M$2.3M+$665.7K2026-10-22
MBL Wealth, LLC
INCREASED8,8414,281+4,560+107%$723.7K$2.3M+$1.5M2026-10-22
Grimes & Co Wealth Management, LLC
INCREASED8,8028,551+251+3%$1.4M$2.2M+$801.7K2026-10-29
Cidel Asset Management Inc
DECREASED8,7189,467-749-8%$1.6M$2.2M+$625.4K2026-10-29
Elevatus Welath Management
INCREASED8,7137,621+1,092+14%$1.3M$2.2M+$936.2K2026-10-19
Mystic Asset Management, Inc.
INCREASED8,6708,573+97+1%$1.4M$2.2M+$764.3K2026-10-15
Pavion Blue Capital, LLC
DECREASED8,6438,927-284-3%$1.5M$2.2M+$697.6K2026-11-05
Dynamic Advisor Solutions LLC
DECREASED8,62511,026-2,401-22%$1.9M$2.2M+$338.2K2026-10-13
V-Square Quantitative Management LLC
INCREASED8,6218,303+318+4%$1.4M$2.2M+$797.4K2026-10-15
Hennion & Walsh Asset Management, Inc.
INCREASED8,5636,305+2,258+36%$1.1M$2.2M+$1.1M2026-10-13
Guyasuta Investment Advisors Inc
INCREASED8,5148,493+21+0%$1.4M$2.2M+$738.0K2026-10-15
Confluence Wealth Services, Inc.
INCREASED8,5078,394+113+1%$1.4M$2.2M+$752.9K2026-11-05
AA Financial Advisors, LLC
DECREASED8,5068,925-419-5%$1.5M$2.2M+$662.9K2026-10-19
First Merchants Corp
DECREASED8,3899,097-708-8%$1.5M$2.1M+$603.9K2026-10-15
Virtue Asset Management LLC
INCREASED8,3318,147+184+2%$1.4M$2.1M+$749.9K2026-10-21
Searle & Co.
INCREASED8,3178,017+300+4%$1.4M$2.1M+$768.1K2026-11-04
LEE Danner & Bass Inc
DECREASED8,3128,567-255-3%$1.4M$2.1M+$673.9K2026-10-27
Petros Family Wealth, LLC
DECREASED8,2558,918-663-7%$1.5M$2.1M+$599.9K2026-10-28
B. Riley Wealth Advisors, Inc.
INCREASED8,2246,649+1,575+24%$1.2M$2.1M+$942.6K2026-10-13
Intrua Financial, LLC
DECREASED8,1968,430-234-3%$1.4M$2.1M+$667.5K2026-10-28
Axxcess Wealth Management, LLC
DECREASED8,17713,591-5,414-40%$2.3M$2.1M-$209.8K2026-10-21
Union Bancaire Privee, UBP SA
NEW8,118—+8,118——$1.9M—2026-11-04
Lebenthal Global Advisors, LLC
DECREASED8,0529,367-1,315-14%$1.6M$2.1M+$472.3K2026-10-28
Retireful, LLC
NEW8,007—+8,007——$2.0M—2026-10-09
Sigma Planning Corp
DECREASED7,8708,813-943-11%$1.5M$2.0M+$476.9K2026-10-23
Cowa, LLC
DECREASED7,8567,868-120%$1.3M$2.0M+$675.7K2026-10-30
Tema Etfs LLC
INCREASED7,7967,651+145+2%$1.3M$2.0M+$697.0K2026-10-16
Eagle Global Advisors LLC
INCREASED7,6417,636+5+0%$1.3M$2.0M+$659.9K2026-11-02
Wealth Alliance Advisory Group, LLC
DECREASED7,6167,854-238-3%$1.3M$1.9M+$616.8K2026-10-14
Penobscot Investment Management Company, Inc.
INCREASED7,5926,577+1,015+15%$1.1M$1.9M+$826.5K2026-10-26
Cerro Pacific Wealth Advisors LLC
DECREASED7,5547,573-190%$1.3M$1.9M+$648.4K2026-10-22
Genus Capital Management Inc.
NEW7,525—+7,525——$1.9M—2026-11-04
Old National Bancorp
DECREASED7,5118,403-892-11%$1.4M$1.9M+$497.1K2026-10-20
Verdence Capital Advisors LLC
DECREASED7,49110,033-2,542-25%$1.7M$1.9M+$216.5K2026-10-26
Soltis Investment Advisors LLC
INCREASED7,4865,937+1,549+26%$1.0M$1.9M+$907.6K2026-10-28
Bull Street Advisors, LLC
DECREASED7,4727,522-50-1%$1.3M$1.9K-$1.3M2026-10-20
Stegent Equity Advisors, Inc.
DECREASED7,4537,589-136-2%$1.3M$1.9M+$619.9K2026-10-13
Uhlmann Price Securities, LLC
DECREASED7,4488,201-753-9%$1.4M$1.9M+$515.0K2026-11-03
DT Investment Partners, LLC
UNCHANGED7,4317,43100%$1.3M$1.9M+$641.0K2026-10-27
Ascent Group, LLC
INCREASED7,4167,047+369+5%$1.2M$1.9M+$702.1K2026-10-30
Glenview Trust Co
DECREASED7,3587,790-432-6%$1.3M$1.9M+$561.7K2026-10-28
Aviance Capital Partners, LLC
DECREASED7,2197,374-155-2%$1.2M$1.8M+$596.5K2026-10-29
Compound Planning, Inc.
INCREASED7,1966,956+240+3%$1.2M$1.8M+$661.3K2026-11-05
Purkiss Capital Advisors LLC
DECREASED7,1777,242-65-1%$1.2M$1.8M+$608.0K2026-11-06
Donoghue Forlines LLC
DECREASED7,1539,527-2,374-25%$1.6M$1.8M+$215.7K2026-11-02
AMG National Trust Bank
UNCHANGED7,1487,14800%$1.2M$1.8M+$616.6K2026-11-05
Welch & Forbes LLC
UNCHANGED7,1317,13100%$1.2M$1.8M+$615.1K2026-11-04
Sagespring Wealth Partners, LLC
INCREASED7,0986,477+621+10%$1.1M$1.8M+$717.3K2026-10-22
Kingswood Wealth Advisors, LLC
DECREASED7,0307,109-79-1%$1.2M$1.8M+$593.0K2026-10-23
Strategic Advisors LLC
INCREASED7,0267,023+3+0%$1.2M$1.8M+$606.6K2026-10-13
Valmark Advisers, Inc.
INCREASED6,9926,019+973+16%$1.0M$1.8M+$767.6K2026-11-06
Ritholtz Wealth Management
INCREASED6,8794,203+2,676+64%$710.4K$1.8M+$1.0M2026-11-05
Mather Group, Llc.
INCREASED6,8516,722+129+2%$1.1M$1.7M+$612.7K2026-10-14
Boston Trust Walden Corp
DECREASED6,8186,835-170%$1.2M$1.7M+$585.2K2026-10-30
Cornerstone Wealth Management, LLC
INCREASED6,8096,490+319+5%$1.1M$1.7M+$641.3K2026-11-04
Hunter Associates Investment Management LLC
DECREASED6,7686,893-125-2%$1.2M$1.7K-$1.2M2026-10-26
Trust Co of Vermont
INCREASED6,7126,454+258+4%$1.1M$1.7M+$622.6K2026-10-21
Garrett Wealth Advisory Group, LLC
INCREASED6,6136,596+17+0%$1.1M$1.7M+$573.3K2026-10-22
Fiduciary Alliance LLC
INCREASED6,5866,208+378+6%$1.0M$1.7M+$632.0K2026-10-13
Perryman Financial Advisory Inc
DECREASED6,5506,891-341-5%$1.2M$1.7M+$507.3K2026-10-16
Barry Investment Advisors, LLC
DECREASED6,5037,127-624-9%$1.2M$1.7M+$455.4K2026-10-14
CX Institutional
INCREASED6,4905,839+651+11%$987$1.7K+$6702026-10-02
Allen Capital Group, LLC
INCREASED6,4696,465+4+0%$1.1M$1.7M+$558.7K2026-10-27
Institute for Wealth Management, Llc.
DECREASED6,4616,553-92-1%$1.1M$1.6M+$541.7K2026-11-06
Curated Wealth Partners LLC
INCREASED6,4562,023+4,433+219%$342.0K$1.6M+$1.3M2026-10-15
Flagship Harbor Advisors, LLC
DECREASED6,4146,471-57-1%$1.1M$1.6M+$543.7K2026-10-26
First National Bank of Mount Dora, Trust Investment Services
DECREASED6,4096,512-103-2%$1.1M$1.6M+$535.4K2026-10-21
Smart Wealth LLC
NEW6,376—+6,376——$1.6M—2026-11-04
Simplicity Wealth,LLC
DECREASED6,3476,639-292-4%$1.1M$1.6M+$498.2K2026-10-23
Kuhn & Co Investment Counsel
INCREASED6,3216,302+19+0%$1.1M$1.6M+$548.5K2026-10-29
Three Seasons Wealth, LLC
INCREASED6,3183,958+2,360+60%$669.1K$1.6M+$943.9K2026-11-03
Private Trust Co NA
INCREASED6,2956,194+101+2%$1.0M$1.6M+$560.1K2026-10-20
San Luis Wealth Advisors LLC
DECREASED6,2817,448-1,167-16%$1.3M$1.6M+$344.5K2026-10-27
Peoples Bank
UNCHANGED6,2626,26200%$1.1M$1.6M+$540.2K2026-10-26
First National Trust Co
DECREASED6,1836,307-124-2%$1.1M$1.6M+$512.4K2026-10-28
Heck Capital Advisors, LLC
INCREASED6,1726,141+31+1%$1.0M$1.6M+$537.8K2026-10-14
Perigon Wealth Management, LLC
INCREASED6,1525,738+414+7%$970.0K$1.6M+$600.7K2026-10-22
Roman Butler Fullerton & Co
INCREASED6,1282,162+3,966+183%$429.7K$1.8M+$1.4M2026-10-27
Norden Group LLC
DECREASED6,0336,295-262-4%$1.1M$1.5M+$476.0K2026-10-20
RFG Advisory, LLC
DECREASED6,0127,609-1,597-21%$1.3M$1.5M+$248.6K2026-11-03
Heritage Wealth Management, Inc.
DECREASED6,0006,020-200%$1.0M$1.5M+$514.2K2026-10-28
Parkside Financial Bank & Trust
DECREASED5,9727,017-1,045-15%$1.2M$1.5M+$338.5K2026-10-27
Retirement Planning Co of New England, Inc.
DECREASED5,9566,225-269-4%$1.1M$1.5M+$468.3K2026-10-15
Matthew Goff Investment Advisor, LLC
UNCHANGED5,9385,93800%$1.0M$1.5M+$512.2K2026-10-13
Sendero Wealth Management, LLC
DECREASED5,87610,801-4,925-46%$1.8M$1.5M-$325.7K2026-10-14
Westbourne Investment Advisors, Inc.
DECREASED5,8575,877-200%$993.5K$1.5M+$501.8K2026-10-20
Csenge Advisory Group
DECREASED5,7956,031-236-4%$1.0M$1.5M+$460.0K2026-11-04
J. Safra Sarasin Holding AG
UNCHANGED5,7765,77600%$1.1M$1.1M$02026-10-26
EPG Wealth Management LLC
DECREASED5,7515,773-220%$976.0K$1.5M+$492.4K2026-11-03
Whitener Capital Management, Inc.
DECREASED5,7445,934-190-3%$1.0M$1.5M+$463.4K2026-10-15
Signal Advisors Wealth, LLC
INCREASED5,7342,764+2,970+107%$467.3K$1.5M+$996.6K2026-10-13
Angeles Wealth Management, LLC
DECREASED5,7056,004-299-5%$1.0M$1.5M+$441.6K2026-10-26
Certuity, LLC
DECREASED5,6815,706-250%$964.6K$1.5M+$485.8K2026-11-02
Baker Avenue Asset Management, LP
INCREASED5,6334,899+734+15%$828.2K$1.4M+$609.9K2026-11-06
Sky Investment Group LLC
NEW5,627—+5,627——$1.4M—2026-10-30
Everhart Financial Group, Inc.
INCREASED5,5875,413+174+3%$915.0K$1.4M+$511.5K2026-10-08
Signature Estate & Investment Advisors LLC
INCREASED5,5535,536+17+0%$936.6K$1.4M+$481.2K2026-10-13
Pinnacle Wealth Management Advisory Group, LLC
INCREASED5,5495,273+276+5%$891.4K$1.4M+$525.3K2026-10-23
Howland Capital Management LLC
DECREASED5,5485,558-100%$939.6K$1.4M+$476.8K2026-10-22
CFS Investment Advisory Services, LLC
INCREASED5,5355,226+309+6%$922.0K$1.5M+$571.3K2026-10-19
Baker Ellis Asset Management LLC
DECREASED5,5355,635-100-2%$952.5K$1.4M+$460.5K2026-10-14
Probity Advisors, Inc.
DECREASED5,5255,593-68-1%$945.5K$1.4M+$465.1K2026-10-23
Weatherly Asset Management L. P.
UNCHANGED5,5225,52200%$933.5K$1.4M+$476.3K2026-10-20
KCM Investment Advisors LLC
INCREASED5,5124,918+594+12%$831.3K$1.4M+$575.9K2026-10-27
Larson Financial Group LLC
INCREASED5,4975,060+437+9%$855.4K$1.4M+$548.0K2026-11-05
Rossby Financial, LCC
INCREASED5,4944,530+964+21%$765.8K$1.4M+$637.0K2026-11-05
Retirement Investment Advisors, Inc.
DECREASED5,4725,772-300-5%$1.1M$1.4M+$252.5K2026-10-22
Integrated Advisors Network LLC
INCREASED5,4105,236+174+3%$885.2K$1.4M+$496.0K2026-10-20
Cornerstone Wealth Group, LLC
INCREASED5,4025,162+240+5%$872.7K$1.4M+$506.5K2026-11-02
BAR Harbor Wealth Management
DECREASED5,3945,409-150%$914.4K$1.4M+$462.8K2026-10-21
Adirondack Trust Co
DECREASED5,3518,577-3,226-38%$1.4M$1.4M-$83.8K2026-10-14
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED5,2783,976+1,302+33%$672.2K$1.3M+$675.3K2026-10-27
Indivisible Partners
INCREASED5,2403,703+1,537+42%$625.9K$1.3M+$712.0K2026-10-26
Westhampton Capital, LLC
UNCHANGED5,1905,19000%$877.4K$1.3M+$447.7K2026-10-30
Wealthcare Advisory Partners LLC
INCREASED5,1844,438+746+17%$750.2K$1.3M+$573.3K2026-10-21
Alta Capital Management LLC/
DECREASED5,1706,020-850-14%$1.0M$1.3M+$302.5K2026-10-26
Chicago Trust Co NA
DECREASED5,1215,180-59-1%$875.7K$1.3M+$431.8K2026-10-28
Worth Financial Advisory Group, LLC
INCREASED5,1155,085+30+1%$859.6K$1.3M+$446.3K2026-10-19
Rosenberg Matthew Hamilton
UNCHANGED5,1065,10600%$863.2K$1.3M+$440.4K2026-10-05
Premier Path Wealth Partners, LLC
INCREASED5,0925,006+86+2%$846.3K$1.3M+$453.7K2026-10-16
Generali Investments, Management Co LLC
DECREASED5,0896,419-1,330-21%$1.1M$1.3M+$214.1K2026-10-19
Mccarter Private Wealth Services LLC
DECREASED5,0715,161-90-2%$872.5K$1.3M+$422.2K2026-10-22
Valley Brook Capital Group, Inc.
UNCHANGED5,0555,05500%$854.5K$1.3M+$436.2K2026-10-26
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED5,0465,155-109-2%$871.5K$1.3M+$416.8K2026-11-03
Endeavor Private Wealth, Inc.
DECREASED5,0355,283-248-5%$893.0K$1.3M+$392.6K2026-11-05
Augustine Asset Management Inc
INCREASED5,0335,013+20+0%$847.4K$1.3M+$437.5K2026-10-13
Baring Financial LLC
INCREASED5,0305,027+3+0%$849.9K$1.3M+$434.3K2026-10-07
Trust Co of Toledo NA
DECREASED4,9925,170-178-3%$874.0K$1.3M+$400.5K2026-10-16
Convergence Financial, LLC
DECREASED4,9799,958-4,979-50%$1.7M$1.3M-$412.2K2026-10-27
Autumn Glory Partners, LLC
UNCHANGED4,9434,94300%$835.6K$1.3M+$426.4K2026-10-26
Essex Bank
DECREASED4,9305,164-234-5%$873.0K$1.3M+$385.7K2026-10-16
Symphony Financial, Ltd. Co.
DECREASED4,8945,919-1,025-17%$1.0M$1.3M+$236.6K2026-10-22
Gryphon Financial Partners LLC
INCREASED4,8564,836+20+0%$817.5K$1.2M+$422.4K2026-11-04
QTR Family Wealth, LLC
DECREASED4,8345,322-488-9%$899.6K$1.2M+$334.6K2026-11-02
Wealth Enhancement Trust Services, Inc.
DECREASED4,8165,126-310-6%$866.6K$1.2M+$363.0K2026-10-07
LVM Capital Management LTD
INCREASED4,7714,676+95+2%$790$1.2M+$1.2M2026-10-20
Montecito Bank & Trust
DECREASED4,7495,084-335-7%$859.5K$1.2M+$353.0K2026-10-01
M Holdings Securities, Inc.
NEW4,712—+4,712——$1.2K—2026-11-03
Corps Capital Advisors, LLC
UNCHANGED4,6844,68400%$791.8K$1.2M+$404.0K2026-11-05
Veracity Capital LLC
DECREASED4,6704,693-230%$793.3K$1.2M+$399.0K2026-10-08
Apella Capital, LLC
INCREASED4,6683,656+1,012+28%$653.9K$1.3M+$614.1K2026-10-08
Pinnacle Wealth Planning Services, Inc.
INCREASED4,6544,652+2+0%$786.4K$1.2M+$401.8K2026-10-27
Veratis Advisors, Inc.
DECREASED4,5884,597-90%$777.1K$1.2M+$394.2K2026-11-03
MassMutual Private Wealth & Trust, FSB
DECREASED4,5494,721-172-4%$798.1K$1.2M+$363.3K2026-10-05
PDS Planning, Inc
INCREASED4,5434,208+335+8%$711.4K$1.2M+$448.6K2026-11-03
Essential Partners LLC
DECREASED4,5264,643-117-3%$784.9K$1.2M+$370.6K2026-10-14
Allen Mooney & Barnes Investment Advisors LLC
DECREASED4,5165,104-588-12%$862.8K$1.2M+$290.2K2026-10-08
Falcon Wealth Planning
INCREASED4,4934,347+146+3%$734.9K$1.1M+$412.2K2026-11-06
Wealth Advisory Solutions, LLC
DECREASED4,4544,479-25-1%$757.2K$1.1M+$380.0K2026-10-20
Aaron Wealth Advisors LLC
DECREASED4,4505,803-1,353-23%$981.0K$1.1M+$155.1K2026-10-13
Nvwm, LLC
DECREASED4,4354,441-60%$750.7K$1.1M+$381.8K2026-10-14
Modera Wealth Management, LLC
INCREASED4,4154,210+205+5%$711.8K$1.1M+$415.5K2026-10-28
Forvis Mazars Wealth Advisors, LLC
DECREASED4,3914,479-88-2%$757.1K$1.1M+$363.9K2026-10-13
Philip James Wealth Mangement, LLC
DECREASED4,3274,652-325-7%$786.4K$1.1M+$318.4K2026-10-27
Princeton Global Asset Management LLC
INCREASED4,3274,326+1+0%$731.4K$1.1M+$373.3K2026-10-21
Arkfeld Wealth Strategies, L.L.C.
DECREASED4,3214,361-40-1%$773.4K$1.2M+$400.2K2026-10-19
Lincoln Capital LLC
UNCHANGED4,3104,31000%$728.7K$1.1M+$367.9K2026-10-09
Klingman & Associates, LLC
INCREASED4,2852,395+1,890+79%$404.9K$1.1M+$689.1K2026-10-20
Aull & Monroe Investment Management Corp
DECREASED4,2504,270-200%$721.8K$1.1M+$363.2K2026-10-16
Johnson & White Wealth Management, LLC
UNCHANGED4,2354,23500%$715.9K$1.1M+$365.3K2026-11-03
Joel Isaacson & Co., LLC
DECREASED4,2124,344-132-3%$734.3K$1.1M+$341.1K2026-11-05
Frank, Rimerman Advisors LLC
INCREASED4,2053,993+212+5%$675.0K$1.1M+$398.6K2026-10-16
Root Financial Partners, LLC
INCREASED4,2013,124+1,077+34%$528.2K$1.1M+$544.3K2026-10-21
Alchemi Wealth, LLC
INCREASED4,1864,178+8+0%$706.5K$1.1M+$362.6K2026-11-04
Riversedge Advisors, LLC
INCREASED4,1833,526+657+19%$596.0K$1.1M+$471.9K2026-10-09
Burford Brothers, Inc.
INCREASED4,1804,140+40+1%$699.8K$1.1M+$367.4K2026-10-21
John G Ullman & Associates Inc
INCREASED4,1563,897+259+7%$658.8K$1.1M+$402.3K2026-11-04
Investors Research Corp
DECREASED4,1254,650-525-11%$786.1K$1.1M+$267.1K2026-10-07
Means Investment Co., Inc.
INCREASED4,1214,118+3+0%$696.1K$1.1M+$355.9K2026-11-03
Nilsine Partners, LLC
INCREASED4,1024,068+34+1%$687.7K$1.0M+$359.5K2026-11-02
Woodmont Investment Counsel LLC
INCREASED4,0953,508+587+17%$593.0K$1.0M+$452.5K2026-10-29
Peoples Financial Services Corp.
UNCHANGED4,0754,07500%$688.9K$1.0M+$351.5K2026-10-20
Courier Capital LLC
INCREASED4,0643,277+787+24%$554.0K$1.0M+$483.6K2026-10-19
Advisor OS, LLC
DECREASED4,0615,343-1,282-24%$903.2K$1.0M+$133.6K2026-11-03
Palisade Asset Management, LLC
DECREASED4,0304,035-50%$682.1K$1.0M+$346.8K2026-11-03
Harbor Investment Advisory, LLC
INCREASED4,0263,235+791+24%$546.9K$1.0M+$481.0K2026-10-13
Cannon Financial Strategists, Inc.
UNCHANGED4,0244,02400%$680.3K$1.0M+$347.1K2026-10-19
Cushing Capital Partners, LLC
INCREASED4,0143,977+37+1%$672.2K$1.0M+$352.7K2026-10-20
Meridian Wealth Management, LLC
INCREASED4,0043,804+200+5%$643.0K$1.0M+$379.2K2026-11-05
GW Henssler & Associates LTD
INCREASED4,0013,993+8+0%$675.0K$1.0M+$346.5K2026-10-26
Abner Herrman & Brock LLC
UNCHANGED4,0004,00000%$676$1.0K+$3452026-10-20
Marathon Strategic Advisors, LLC
DECREASED3,9874,059-72-2%$686.2K$1.0M+$331.7K2026-10-20
Argyle Capital Partners, LLC
DECREASED3,9724,072-100-2%$688.4K$1.0M+$325.7K2026-10-23
Capital Investment Advisors, LLC
INCREASED3,9543,818+136+4%$645.5K$1.0M+$364.1K2026-10-22
Southland Equity Partners LLC
INCREASED3,9483,942+6+0%$666.5K$1.0M+$341.5K2026-10-14
Capital Investment Advisory Services, LLC
INCREASED3,9453,743+202+5%$632.8K$1.0M+$374.4K2026-10-30
Gratus Wealth Advisors, LLC
INCREASED3,9123,879+33+1%$655.8K$998.9K+$343.1K2026-10-26
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED3,8993,964-65-2%$670.1K$995.5K+$325.3K2026-10-14
Islay Capital Management, LLC
UNCHANGED3,8823,88200%$656.3K$991.1K+$334.9K2026-10-20
Syntegra Private Wealth Group, LLC
INCREASED3,8763,866+10+0%$653.6K$989.6K+$336.0K2026-10-13
Focus Financial Network, Inc.
INCREASED3,8623,854+8+0%$651.5K$986.0K+$334.4K2026-10-14
Roof Eidam Maycock Peralta, LLC
UNCHANGED3,8433,84300%$649.7K$981.2K+$331.5K2026-10-15
Montchanin Asset Management, LLC
UNCHANGED3,8303,83000%$647.0K$978-$646.0K2026-11-02
Nicholas Hoffman & Company, Llc.
INCREASED3,8273,823+4+0%$646.3K$977.1K+$330.8K2026-10-30
Excalibur Management Corp
DECREASED3,7883,887-99-3%$657.1K$967.1K+$310.0K2026-11-02
Bria Capital Group, LLC
INCREASED3,7883,733+55+1%$631.1K$967.1K+$336.1K2026-10-22
Armor Investment Advisors, LLC
DECREASED3,7874,136-349-8%$699.2K$966.9K+$267.7K2026-10-27
Cigna Investments Inc
INCREASED3,7373,724+13+0%$629.0K$954-$628.0K2026-10-19
Richwood Investment Advisors, LLC
DECREASED3,7353,930-195-5%$664.4K$953.6K+$289.2K2026-10-30
Brandywine OAK Private Wealth LLC
INCREASED3,7203,718+2+0%$628.4K$949.7K+$321.2K2026-10-23
Aprio Wealth Management, LLC
INCREASED3,7023,593+109+3%$607.4K$945.2K+$337.8K2026-10-28
Busey Bank
DECREASED3,6973,757-60-2%$635.1K$943.9K+$308.8K2026-10-26
State of Wyoming
NEW3,695—+3,695——$943.4K—2026-10-28
Tanager Wealth Management LLP
INCREASED3,6853,341+344+10%$564.8K$940.8K+$376.0K2026-10-19
HBW Advisory Services LLC
DECREASED3,6703,819-149-4%$645.6K$937.0K+$291.3K2026-10-15
Forza Wealth Management, LLC
INCREASED3,6653,330+335+10%$562.9K$935.7K+$372.8K2026-10-20
SBI Securities Co., Ltd.
INCREASED3,6541,312+2,342+179%$221.8K$932.9K+$711.1K2026-10-22
Cyndeo Wealth Partners, LLC
INCREASED3,6443,152+492+16%$532.8K$930.4K+$397.5K2026-10-16
Master's Wealth Management Inc.
DECREASED3,6413,682-41-1%$622.5K$929.5K+$307.0K2026-10-22
Demars Financial Group, LLC
UNCHANGED3,6353,63500%$614.5K$928.1K+$313.6K2026-10-22
S.A. Mason LLC
UNCHANGED3,6293,62900%$613.5K$926.5K+$313.0K2026-10-13
Moody National Bank Trust Division
INCREASED3,6283,561+67+2%$602.0K$926.3K+$324.3K2026-10-06
WP Advisors, LLC
DECREASED3,5983,796-198-5%$641.7K$918.7K+$277.0K2026-10-22
Accurate Wealth Management, LLC
INCREASED3,5753,293+282+9%$620.4K$1.0M+$425.8K2026-10-20
Welch Group, LLC
INCREASED3,5743,118+456+15%$527.1K$912.4K+$385.4K2026-10-29
Investment Research Partners LLC
DECREASED3,5584,082-524-13%$690.1K$908.4K+$218.4K2026-10-19
Biltmore Wealth Management, LLC
DECREASED3,5573,820-263-7%$645.8K$908.0K+$262.2K2026-10-09
Towne Trust Company, N.a
INCREASED3,5473,375+172+5%$570.5K$905.6K+$335.0K2026-10-28
CWA Asset Management Group, LLC
INCREASED3,5333,461+72+2%$585.1K$902.0K+$316.9K2026-10-19
Tred Avon Family Wealth, LLC
DECREASED3,5244,144-620-15%$700.5K$899.7K+$199.2K2026-10-20
Guardian Wealth Management, Inc.
DECREASED3,4823,828-346-9%$647.2K$889.2K+$242.0K2026-10-30
Capstone Wealth Management, LLC
UNCHANGED3,4683,46800%$586.3K$885.4K+$299.2K2026-11-02
Mill Capital Management, LLC
UNCHANGED3,4623,46200%$585.3K$883.9K+$298.6K2026-10-26
Hazlett, Burt & Watson, Inc.
DECREASED3,4513,561-110-3%$592.0K$883-$591.1K2026-11-04
Iams Wealth Management, LLC
NEW3,446—+3,446——$879.8K—2026-10-15
Magnus Financial Group LLC
INCREASED3,4372,810+627+22%$475.0K$877.4K+$402.4K2026-10-21
Legacy Private Trust Co.
UNCHANGED3,4053,40500%$575.6K$869.3K+$293.7K2026-10-06
Uncommon Cents Investing Inc
INCREASED3,4023,362+40+1%$568.3K$868.6K+$300.2K2026-10-20
HCR Wealth Advisors
INCREASED3,3943,374+20+1%$570.4K$866.5K+$296.1K2026-10-15
Waldron Private Wealth LLC
DECREASED3,3923,507-115-3%$592.9K$866.0K+$273.2K2026-11-02
Cadinha & Co LLC
DECREASED3,3833,733-350-9%$631.1K$863.8K+$232.7K2026-10-22
Personal CFO Solutions, LLC
DECREASED3,3783,786-408-11%$639.9K$862.3K+$222.4K2026-11-06
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED3,3723,37200%$570.0K$860.9K+$290.9K2026-10-23
LexAurum Advisors, LLC
DECREASED3,3713,451-80-2%$583.4K$860.7K+$277.3K2026-10-19
Journey Advisory Group, LLC
DECREASED3,3703,705-335-9%$626.3K$860.4K+$234.1K2026-11-04
Wedgewood Investors Inc
UNCHANGED3,3503,35000%$566.3K$855.3K+$289.0K2026-10-28
Riverwater Partners LLC
DECREASED3,3493,500-151-4%$591.7K$855.0K+$263.4K2026-11-03
Corbyn Investment Management Inc
DECREASED3,3403,369-29-1%$569.5K$852.7K+$283.2K2026-10-30
Rossmore Private Capital
UNCHANGED3,3323,33200%$563.3K$850.7K+$287.4K2026-10-27
Allen Investment Management, LLC
UNCHANGED3,3183,31800%$560.9K$847.1K+$286.2K2026-11-03
Aberdeen Group plc
DECREASED3,306141,926-138,620-98%$24.0M$303.3K-$23.7M2026-11-06
Clear Trail Advisors, LLC
INCREASED3,3003,226+74+2%$545.4K$842.5K+$297.2K2026-10-20
Atticus Wealth Management, LLC
INCREASED3,3003,271+29+1%$553.0K$842.6K+$289.6K2026-10-20
Obermeyer Wealth Partners
INCREASED3,2673,235+32+1%$546.9K$834.1K+$287.2K2026-10-21
Caitong International Asset Management Co., Ltd
DECREASED3,2474,205-958-23%$710.9K$829.0K+$118.1K2026-10-29
Northwest Wealth Management, LLC
INCREASED3,2402,874+366+13%$485.8K$827.1K+$341.3K2026-10-30
GHP Investment Advisors, Inc.
INCREASED3,2373,182+55+2%$537.9K$826.4K+$288.5K2026-10-15
MSH Capital Advisors LLC
DECREASED3,2213,250-29-1%$549.4K$822.3K+$273.0K2026-11-03
Vaughan David Investments LLC
UNCHANGED3,2153,21500%$543.0K$821-$542.2K2026-11-05
WBI Investments, LLC
INCREASED3,2002,030+1,170+58%$343.2K$817.0K+$473.8K2026-11-05
Plan Group Financial, LLC
INCREASED3,1752,675+500+19%$452.2K$924.1K+$471.8K2026-10-22
Clear Harbor Asset Management, LLC
INCREASED3,1373,117+20+1%$526.9K$800.9K+$274.0K2026-11-05
Integrity Alliance, Llc.
INCREASED3,1302,377+753+32%$401.9K$799.3K+$397.4K2026-10-29
Partners Wealth Management, LLC
INCREASED3,1121,428+1,684+118%$241.3K$794.5K+$553.1K2026-10-28
1900 Wealth Management LLC
INCREASED3,1071,692+1,415+84%$286.1K$793.3K+$507.2K2026-10-13
Marin Bay Wealth Advisors, LLC
DECREASED3,0983,170-72-2%$536.0K$791.2K+$255.2K2026-10-28
Robertson Stephens Wealth Management, LLC
DECREASED3,0933,102-90%$524.4K$789.7K+$265.3K2026-10-16
Ascentis Independent Advisors
NEW3,089—+3,089——$788.6K—2026-11-03
Vista Investment Partners LLC
DECREASED3,0893,129-40-1%$529.0K$788.7K+$259.7K2026-10-08
LVZ, Inc.
DECREASED3,0863,249-163-5%$549.3K$788.0K+$238.7K2026-10-20
Calamos Wealth Management LLC
DECREASED3,0803,084-40%$521.4K$786.4K+$265.0K2026-11-02
Univest Financial Corp
INCREASED3,0682,971+97+3%$502.2K$783.4K+$281.2K2026-11-05
SJS Investment Consulting Inc.
INCREASED3,0671,937+1,130+58%$327.5K$783.0K+$455.6K2026-10-26
SYM Financial Corp
DECREASED3,0363,168-132-4%$535.5K$775.0K+$239.5K2026-10-26
VAN Strum & Towne Inc.
UNCHANGED3,0313,03100%$512.4K$773.8K+$261.5K2026-11-06
Hamilton Capital, LLC
DECREASED3,0243,409-385-11%$576.3K$772.2K+$195.8K2026-10-08
71 West Capital Partners
INCREASED3,0082,365+643+27%$399.8K$768.0K+$368.2K2026-11-04
Kanawha Capital Management LLC
UNCHANGED2,9952,99500%$506.3K$764.7K+$258.3K2026-10-19
Measured Risk Portfolios, Inc.
DECREASED2,9893,090-101-3%$522.3K$763.0K+$240.7K2026-10-21
Plimoth Trust Co LLC
UNCHANGED2,9842,98400%$504.4K$761.8K+$257.4K2026-10-26
Eddie Patel Inc
INCREASED2,9802,251+729+32%$380.6K$760.8K+$380.3K2026-11-02
RM Financial Services, LLC
DECREASED2,9753,075-100-3%$519.8K$759.5K+$239.7K2026-11-03
Aries Wealth Management
UNCHANGED2,9732,97300%$502.6K$759.0K+$256.5K2026-10-23
Crestwood Advisors Group, LLC
INCREASED2,9512,735+216+8%$462.4K$753.5K+$291.1K2026-10-27
Alta Advisers Ltd
INCREASED2,9191,545+1,374+89%$261.2K$745.3K+$484.1K2026-11-02
MTM Investment Management, LLC
UNCHANGED2,9122,91200%$492.3K$743.5K+$251.2K2026-10-30
Abel Hall, LLC
INCREASED2,9072,906+1+0%$491.3K$742.2K+$250.9K2026-10-19
Persium Advisors, LLC
UNCHANGED2,9022,90200%$490.6K$740.9K+$250.3K2026-10-07
Linscomb Wealth, Inc.
DECREASED2,8993,012-113-4%$509.2K$740.1K+$231.0K2026-11-05
Retirement Planning Group, LLC
DECREASED2,8983,043-145-5%$514.4K$740.0K+$225.6K2026-10-19
McAdam, LLC
INCREASED2,8982,789+109+4%$471.5K$740.0K+$268.5K2026-10-21
SAX Wealth Advisors, LLC
INCREASED2,8852,184+701+32%$397.9K$736.7K+$338.8K2026-10-13
North Star Investment Management Corp.
DECREASED2,8642,865-10%$484.4K$731.1K+$246.7K2026-10-27
Harrell Investment Partners, LLC
INCREASED2,8612,858+3+0%$483.1K$730.4K+$247.3K2026-10-15
Plato Investment Management Ltd
INCREASED2,8542,833+21+1%$476.1K$731.5K+$255.4K2026-11-05
Merrion Investment Management Co, LLC
UNCHANGED2,8502,85000%$481.8K$727.6K+$245.8K2026-10-16
First National Bank Sioux Falls
DECREASED2,8472,885-38-1%$471.2K$726.9K+$255.7K2026-10-13
AGH Wealth Advisors, LLC
UNCHANGED2,8462,84600%$481.1K$726.6K+$245.5K2026-10-26
Highland Capital Management, LLC
NEW2,837—+2,837——$724.3K—2026-10-26
Sterling Wealth Management, Inc.
UNCHANGED2,8302,83000%$478.4K$722.5K+$244.1K2026-10-23
Granite Group Advisors, LLC
INCREASED2,8292,828+1+0%$478.1K$722.2K+$244.1K2026-10-14
Annex Advisory Services, LLC
DECREASED2,8192,877-58-2%$486.4K$719.7K+$233.4K2026-10-16
Blue Trust, Inc.
DECREASED2,8163,368-552-16%$569.4K$718.9K+$149.5K2026-10-15
Stockman Wealth Management, Inc.
UNCHANGED2,8102,81000%$475.0K$717.4K+$242.4K2026-10-27
Diversified Enterprises, LLC
INCREASED2,8092,628+181+7%$444.3K$717.2K+$272.9K2026-10-19
Fourpath Capital Management, LLC
DECREASED2,7992,890-91-3%$488.6K$714.7K+$226.1K2026-10-19
Vestor Capital, LLC
DECREASED2,7821,067,208-1,064,426-100%$3.6K$531-$3.1K2026-11-04
Independence Bank of Kentucky
DECREASED2,7782,938-160-5%$496.7K$709.3K+$212.6K2026-10-26
Versant Capital Management, Inc
DECREASED2,7712,772-10%$468.6K$707.5K+$238.9K2026-10-02
Investment Partners, Ltd.
INCREASED2,7441,554+1,190+77%$262.8K$700.5K+$437.8K2026-10-29
Allegiance Financial Group Advisory Services LLC
INCREASED2,7432,146+597+28%$362.8K$700.3K+$337.5K2026-11-02
Connecticut Wealth Management, LLC
UNCHANGED2,7432,74300%$463.7K$700.3K+$236.6K2026-10-13
Hartford Financial Management Inc.
DECREASED2,7302,762-32-1%$467.0K$697.1K+$230.1K2026-10-21
Mcdaniel Terry & Co
UNCHANGED2,7302,73000%$461.5K$697.0K+$235.5K2026-11-05
Montag A & Associates Inc
INCREASED2,7292,696+33+1%$455.8K$696.8K+$241.0K2026-10-29
Thompson Siegel & Walmsley LLC
DECREASED2,7222,776-54-2%$469.0K$695-$468.3K2026-11-05
Simplex Trading, LLC
INCREASED2,718737+1,981+269%$124.6K$693.9K+$569.3K2026-11-04
Avail Investment Partners, LLC
DECREASED2,7083,009-301-10%$508.7K$691.4K+$182.7K2026-10-16
Tennessee Valley Asset Management Partners
DECREASED2,7042,839-135-5%$480.0K$690.3K+$210.3K2026-11-03
Fulton Bank, N.A.
DECREASED2,6973,308-611-18%$559.2K$688.6K+$129.4K2026-10-14
Plancorp, LLC
INCREASED2,6892,604+85+3%$516.3K$760.5K+$244.3K2026-11-03
Oakworth Capital, Inc.
DECREASED2,6702,690-20-1%$457.8K$681.7K+$223.9K2026-10-26
Trust Point Inc.
INCREASED2,6462,577+69+3%$435.6K$675.6K+$239.9K2026-10-27
Howard Capital Management, LLC
DECREASED2,6322,660-28-1%$449.7K$672.0K+$222.3K2026-10-16
Hilton Head Capital Partners, LLC
DECREASED2,6292,825-196-7%$477.5K$671.3K+$193.8K2026-10-23
Avestar Capital, LLC
INCREASED2,6192,446+173+7%$413.5K$668.7K+$255.2K2026-10-28
Liberty Capital Management, Inc.
DECREASED2,6182,772-154-6%$468.6K$668.4K+$199.8K2026-11-02
E&G Advisors, LLC
UNCHANGED2,6102,61000%$441.2K$666.4K+$225.1K2026-10-13
55 North Private Wealth, LLC
INCREASED2,6042,472+132+5%$417.9K$664.8K+$247.0K2026-10-20
USA Financial Formulas
NEW2,598—+2,598——$663.3K—2026-10-16
Lantern Wealth Advisors, LLC
INCREASED2,5912,588+3+0%$437.6K$661.5K+$223.9K2026-10-22
Wakefield Asset Management Lllp
UNCHANGED2,5682,56800%$434.1K$655.6K+$221.5K2026-11-05
RMR Wealth Builders
DECREASED2,5672,723-156-6%$460.3K$655.4K+$195.1K2026-10-22
Weaver Consulting Group
DECREASED2,5642,651-87-3%$448.2K$654.6K+$206.5K2026-10-07
Northcape Wealth Management, LLC
DECREASED2,5552,696-141-5%$455.8K$652.3K+$196.6K2026-11-04
waypoint wealth counsel
INCREASED2,5542,330+224+10%$393.9K$652.1K+$258.2K2026-10-22
StoneX Group Inc.
INCREASED2,5451,296+1,249+96%$219.1K$639.9K+$420.8K2026-11-03
Providence First Trust Co
DECREASED2,5433,231-688-21%$546.2K$649.3K+$103.0K2026-11-02
Cooper Financial Group
DECREASED2,5412,551-100%$431.3K$648.7K+$217.4K2026-10-07
Capital Advantage, Inc.
INCREASED2,5372,437+100+4%$412.0K$647.7K+$235.7K2026-10-14
Supplemental Annuity Collective Trust of NJ
DECREASED2,5252,572-47-2%$434.8K$644.7K+$209.9K2026-11-02
Folger Nolan Fleming Douglas Capital Management, Inc
UNCHANGED2,5252,52500%$426.9K$644.7K+$217.8K2026-10-13
Family Legacy, Inc.
NEW2,516—+2,516——$642.4K—2026-10-13
Portside Wealth Group, LLC
INCREASED2,5122,265+247+11%$382.9K$641.4K+$258.5K2026-10-20
Uniting Wealth Partners, LLC
INCREASED2,5052,309+196+8%$390.3K$639.6K+$249.3K2026-11-06
Tritonpoint Wealth, LLC
INCREASED2,5042,345+159+7%$396.5K$639.4K+$242.9K2026-10-19
Gables Capital Management Inc.
DECREASED2,5022,602-100-4%$439.9K$638.8K+$198.9K2026-11-04
Ipswich Investment Management Co., Inc.
UNCHANGED2,5002,50000%$422.6K$638.3K+$215.7K2026-10-13
Patrick M Sweeney & Associates, Inc
INCREASED2,4932,487+6+0%$420.4K$636.4K+$216.0K2026-10-22
Triad Wealth Partners, LLC
INCREASED2,4922,315+177+8%$477.4K$636.1K+$158.8K2026-10-26
Stiles Financial Services Inc
INCREASED2,4862,481+5+0%$419.3K$634.7K+$215.3K2026-10-30
Mainsail Asset Management, LLC
DECREASED2,4783,069-591-19%$634.8K$668.5K+$33.7K2026-10-14
Cassaday & Co Wealth Management LLC
INCREASED2,4772,078+399+19%$351.3K$632.4K+$281.1K2026-10-27
Kohmann Bosshard Financial Services, LLC
UNCHANGED2,4682,46800%$417.2K$630.1K+$212.9K2026-11-04
Pinnacle Bancorp, Inc.
UNCHANGED2,4462,44600%$413.5K$624.5K+$211.0K2026-10-21
First Command Advisory Services, Inc.
INCREASED2,440775+1,665+215%$131.0K$623.0K+$491.9K2026-11-05
Aspire Private Capital, LLC
INCREASED2,4391,656+783+47%$279.9K$622.7K+$342.8K2026-11-05
Letson Investment Management, Inc.
UNCHANGED2,4292,42900%$410.6K$620.1K+$209.5K2026-11-05
LVW Advisors, LLC
INCREASED2,4281,933+495+26%$326.8K$619.9K+$293.1K2026-10-19
Archer Investment Corp
INCREASED2,411759+1,652+218%$128.4K$615.5K+$487.1K2026-11-05
Successful Portfolios LLC
DECREASED2,4022,451-49-2%$463.8K$647.4K+$183.7K2026-10-09
Sterling Investment Management, LLC
NEW2,400—+2,400——$612.7K—2026-10-16
Trust Co of Oklahoma
DECREASED2,3742,483-109-4%$419.8K$606.1K+$186.4K2026-10-15
Cross Staff Investments Inc
UNCHANGED2,3632,36300%$399.5K$603.3K+$203.8K2026-10-22
Hanson & Doremus Investment Management
DECREASED2,3602,384-24-1%$403.0K$603-$402.4K2026-10-16
Chronos Wealth Management, LLC
UNCHANGED2,3592,35900%$398.8K$602.3K+$203.5K2026-10-20
Quantum Financial Partners LLC
INCREASED2,3571,795+562+31%$303.4K$601.8K+$298.3K2026-10-19
Laurel Wealth Advisors LLC
INCREASED2,3502,320+30+1%$392.2K$600.0K+$207.8K2026-10-27
Davis Investment Partners, LLC
DECREASED2,3485,402-3,054-57%$913.2K$599.5K-$313.7K2026-11-05
Banyan Capital Management, Inc.
DECREASED2,3452,495-150-6%$421.8K$598.7K+$176.9K2026-11-05
Childress Capital Advisors, LLC
INCREASED2,3431,558+785+50%$263.4K$598.2K+$334.8K2026-10-28
10Elms LLP
UNCHANGED2,3372,33700%$395.1K$596.7K+$201.6K2026-11-06
Greenfield Savings Bank
UNCHANGED2,3332,33300%$394.4K$595.6K+$201.2K2026-10-07
Jacobs & Co
UNCHANGED2,3072,30700%$389$589+$2002026-10-09
Quilter Plc
UNCHANGED2,3022,30200%$389.2K$587.7K+$198.6K2026-10-21
Texas Bank & Trust Co
NEW2,283—+2,283——$582.9K—2026-11-04
Allegheny Financial Group
UNCHANGED2,2832,28300%$386.0K$583.0K+$197.0K2026-11-05
Fragasso Financial Advisors Inc
INCREASED2,2821,600+682+43%$270.5K$634.8K+$364.4K2026-10-13
Greenwood Gearhart LLC
DECREASED2,2822,863-581-20%$484.0K$582.5K+$98.5K2026-11-02
Beaumont Financial Advisors, LLC
INCREASED2,2712,270+1+0%$383.7K$579.8K+$196.1K2026-10-22
Walker Asset Management, LLC
DECREASED2,2662,336-70-3%$394.9K$578.5K+$183.6K2026-10-13
Breakwater Capital Group
DECREASED2,2552,402-147-6%$406.1K$575.7K+$169.7K2026-10-09
Ashton Thomas Securities, LLC
INCREASED2,2552,134+121+6%$358.6K$575.6K+$217.0K2026-10-26
Aljian Capital Management, LLC
INCREASED2,2532,250+3+0%$380.3K$575.1K+$194.8K2026-10-28
BNB Wealth Management, LLC
INCREASED2,2472,242+5+0%$379.0K$573.8K+$194.8K2026-10-28
Adkins Seale Capital Management LLC
UNCHANGED2,2462,24600%$379.7K$573.4K+$193.7K2026-10-27
Collaborative Fund Advisors, LLC
NEW2,241—+2,241——$572.2K—2026-11-02
Facet Wealth, Inc.
INCREASED2,2232,068+155+8%$349.6K$567.6K+$218.0K2026-11-04
Lawood & Co
UNCHANGED2,2222,22200%$375.6K$567.3K+$191.7K2026-10-09
Summit Wealth Group LLC / Co
INCREASED2,2211,997+224+11%$337.5K$567.0K+$229.5K2026-10-29
Catalyst Financial Partners LLC
INCREASED2,1932,133+60+3%$360.6K$559.9K+$199.3K2026-11-06
NovaPoint Capital, LLC
INCREASED2,1901,985+205+10%$335.6K$559.1K+$223.6K2026-10-22
Zullo Investment Group, Inc.
INCREASED2,1872,185+2+0%$369.4K$558.6K+$189.2K2026-10-20
PFG Private Wealth Management, LLC
DECREASED2,1752,376-201-8%$401.7K$555.3K+$153.6K2026-10-15
Cadent Capital Advisors, LLC
INCREASED2,1752,169+6+0%$366.7K$555.2K+$188.6K2026-10-09
Flywheel Private Wealth LLC
UNCHANGED2,1682,16800%$366.5K$553.5K+$187.0K2026-11-02
NLB Skladi, upravljanje premozenja, d.o.o.
INCREASED2,1621,700+462+27%$287.4K$552.0K+$264.6K2026-10-22
CrossGen Wealth, LLC
INCREASED2,1562,137+19+1%$361.3K$550.5K+$189.2K2026-10-30
Tributary Capital Management, LLC
UNCHANGED2,1552,15500%$364.3K$550.2K+$185.9K2026-10-28
Live Oak Private Wealth LLC
DECREASED2,1342,254-120-5%$381.0K$544.8K+$163.8K2026-11-02
Bison Wealth, LLC
INCREASED2,1332,050+83+4%$363.4K$600.4K+$237.0K2026-10-13
Worth Asset Management, LLC
NEW2,121—+2,121——$541.4K—2026-10-07
Register Financial Advisors LLC
INCREASED2,1212,111+10+0%$356.9K$541.6K+$184.7K2026-10-23
Oslo Pensjonsforsikring AS
DECREASED2,1162,686-570-21%$454.1K$540.2K+$86.2K2026-10-15
SeaCrest Wealth Management, LLC
INCREASED2,1122,070+42+2%$350.0K$539.2K+$189.2K2026-10-21
MV Capital Management, Inc.
DECREASED2,1092,217-108-5%$374.8K$538.4K+$163.7K2026-10-29
SmartHarvest Portfolios, LLC
DECREASED2,1062,251-145-6%$380.5K$537.6K+$157.1K2026-10-26
Post Resch Tallon Group Inc.
UNCHANGED2,1032,10300%$355.5K$536.9K+$181.4K2026-10-09
Old Port Advisors
INCREASED2,0942,063+31+2%$348.8K$534.6K+$185.9K2026-10-23
Peterson Wealth Services
INCREASED2,0791,799+280+16%$304.2K$530.7K+$226.5K2026-10-26
Elm3 Financial Group, LLC
NEW2,075—+2,075——$529.8K—2026-10-07
Deseret Mutual Benefit Administrators
DECREASED2,0712,362-291-12%$399.3K$528.7K+$129.5K2026-11-04
Waters Parkerson & Co., LLC
DECREASED2,0672,111-44-2%$356.9K$527.7K+$170.9K2026-11-04
Stone Wealth Partners
NEW2,061—+2,061——$523.1K—2026-11-05
Prevail Innovative Wealth Advisors, LLC
NEW2,058—+2,058——$559.0K—2026-10-20
Nemes Rush Group LLC
DECREASED2,0502,069-19-1%$349.8K$523.4K+$173.5K2026-11-04
Moss Adams Wealth Advisors LLC
INCREASED2,0491,923+126+7%$325.0K$523.0K+$198.0K2026-10-28
Richards, Merrill & Peterson, Inc.
UNCHANGED2,0452,04500%$345.7K$522.2K+$176.5K2026-10-19
Defender Capital, Llc.
UNCHANGED2,0362,03600%$344.2K$519.8K+$175.6K2026-10-01
Cabot Wealth Management Inc
UNCHANGED2,0352,03500%$344.0K$519.6K+$175.5K2026-11-05
Townsend Asset Management Corp
INCREASED2,0331,956+77+4%$330.7K$519.1K+$188.4K2026-10-29
Leisure Capital Management
DECREASED2,0322,121-89-4%$358.6K$518.8K+$160.2K2026-11-03
First Financial Bank - Trust Division
DECREASED2,0302,205-175-8%$372.8K$518.3K+$145.5K2026-10-01
Werba Rubin Papier Wealth Management
DECREASED2,0262,244-218-10%$379.3K$517.1K+$137.8K2026-11-06
Investors Asset Management of Georgia Inc
UNCHANGED2,0242,02400%$342.2K$516.7K+$174.6K2026-10-20
MQS Management LLC
NEW2,018—+2,018——$515.2K—2026-11-06
BIP Wealth, LLC
DECREASED2,0132,099-86-4%$354.8K$513.9K+$159.1K2026-10-22
Davidson Trust Co
UNCHANGED2,0112,01100%$340.0K$513.4K+$173.5K2026-10-09
Gilliland Jeter Wealth Management LLC
UNCHANGED2,0102,01000%$339.8K$513.2K+$173.4K2026-10-28
LifeGoal Investments, LLC
INCREASED2,0031,586+417+26%$268.1K$511.4K+$243.3K2026-10-09
Credit Capital Investments LLC
NEW2,000—+2,000——$510.6K—2026-10-22
Traynor Capital Management, Inc.
INCREASED1,9991,774+225+13%$299.9K$510.4K+$210.4K2026-10-29
Central Bank & Trust Co
UNCHANGED1,9901,99000%$336.4K$508.1K+$171.7K2026-10-09
Verus Capital Partners, LLC
INCREASED1,9841,980+4+0%$334.7K$506.4K+$171.8K2026-11-03
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED1,9841,98400%$335.0K$507-$334.5K2026-10-14
Benchmark Financial, LLC
UNCHANGED1,9611,96100%$331.5K$500.7K+$169.2K2026-10-16
Sather Financial Group Inc
UNCHANGED1,9551,95500%$330.5K$499.1K+$168.6K2026-10-30
Sterling Investment Advisors, Ltd.
DECREASED1,9472,189-242-11%$370.1K$497.1K+$127.0K2026-10-27
Douglas Lane & Associates, LLC
UNCHANGED1,9401,94000%$328.0K$495.3K+$167.3K2026-10-09
Net Worth Advisory Group
DECREASED1,9392,706-767-28%$457.5K$512.4K+$54.9K2026-10-20
BKM Wealth Management, LLC
INCREASED1,9361,933+3+0%$326.8K$494.3K+$167.5K2026-10-22
Legacy Capital Wealth Partners, LLC
DECREASED1,9332,305-372-16%$389.7K$493.5K+$103.8K2026-10-21
Abacus Planning Group, Inc.
DECREASED1,9291,958-29-1%$331.0K$492.5K+$161.5K2026-11-02
Vanguard Capital Wealth Advisors
DECREASED1,9262,156-230-11%$364.5K$491.7K+$127.2K2026-10-16
Conning Inc.
UNCHANGED1,9201,92000%$324.6K$490.2K+$165.6K2026-10-27
Chiron Capital Management, LLC
UNCHANGED1,9051,90500%$322.0K$486.4K+$164.3K2026-10-15
SVB Wealth LLC
DECREASED1,9002,164-264-12%$365.9K$485.2K+$119.3K2026-11-06
Indiana Trust & Investment Management Co
UNCHANGED1,9001,90000%$321.2K$485.1K+$163.9K2026-10-22
Claro Advisors Inc.
INCREASED1,8981,531+367+24%$258.8K$484.5K+$225.7K2026-11-02
Beirne Wealth Consulting Services, LLC
DECREASED1,8981,913-15-1%$323.4K$484.6K+$161.2K2026-10-19
Goelzer Investment Management, Inc.
DECREASED1,8972,139-242-11%$361.6K$484.3K+$122.7K2026-10-16
Westover Capital Advisors, LLC
DECREASED1,8971,909-12-1%$322.7K$484.3K+$161.6K2026-10-26
Greenfield Seitz Capital Management, LLC
UNCHANGED1,8941,89400%$320.2K$483.6K+$163.4K2026-10-29
Merrithew & Thorsten Inc
INCREASED1,8921,889+3+0%$319.0K$483.3K+$164.3K2026-11-06
Naples Global Advisors, LLC
INCREASED1,8821,809+73+4%$305.9K$480.5K+$174.6K2026-11-05
Summit Asset Management, LLC
INCREASED1,8821,878+4+0%$317.4K$480.6K+$163.1K2026-11-05
Sound Income Strategies, LLC
INCREASED1,8811,810+71+4%$306.0K$529.7K+$223.7K2026-10-09
Columbia Asset Management
UNCHANGED1,8781,87800%$317.5K$479.5K+$162.0K2026-10-19
WBH Advisory Inc
UNCHANGED1,8731,87300%$316.6K$478.2K+$161.6K2026-11-05
TCV Trust & Wealth Management, Inc.
UNCHANGED1,8711,87100%$316.3K$477.7K+$161.4K2026-10-16
Tranquility Partners, LLC
UNCHANGED1,8661,86600%$315.4K$476.4K+$161.0K2026-10-20
Gallagher Capital Advisors, LLC
DECREASED1,8641,871-70%$316.3K$476.0K+$159.7K2026-10-09
Pinion Investment Advisors, LLC
INCREASED1,8581,738+120+7%$293.8K$474.4K+$180.6K2026-11-04
Glass Jacobson Investment Advisors llc
INCREASED1,8561,842+14+1%$311.3K$474.0K+$162.7K2026-10-26
AdvisorNet Financial, Inc
INCREASED1,8551,353+502+37%$228.8K$551.5K+$322.7K2026-10-15
Washington Trust Co
UNCHANGED1,8551,85500%$313.6K$473.6K+$160.0K2026-10-22
Turtle Creek Wealth Advisors, LLC
DECREASED1,8431,973-130-7%$333.5K$470.5K+$137.0K2026-10-15
Gaddis Premier Wealth Advisors LLC
INCREASED1,8411,829+12+1%$309.3K$469.9K+$160.6K2026-10-29
Levin Capital Strategies, L.P.
DECREASED1,8398,762-6,923-79%$1.5M$469.5K-$1.0M2026-11-02
Argentarii, LLC
INCREASED1,8391,838+1+0%$412.4K$469.6K+$57.2K2026-10-28
Trueblood Wealth Management, LLC
INCREASED1,8331,829+4+0%$309.2K$468.0K+$158.8K2026-10-23
Manske Wealth Management
DECREASED1,8182,079-261-13%$351.5K$464.2K+$112.7K2026-10-26
Wolff Financial Management LLC
UNCHANGED1,8151,81500%$306.8K$463.4K+$156.6K2026-10-23
Plan A Wealth LLC
DECREASED1,8031,823-20-1%$308.2K$460.3K+$152.1K2026-10-08
Optima Capital LLC
DECREASED1,7922,077-285-14%$351.2K$457.4K+$106.2K2026-10-29
Radnor Capital Management, LLC
UNCHANGED1,7921,79200%$302.9K$457.5K+$154.6K2026-10-23
West Bancorporation Inc
NEW1,785—+1,785——$455.7K—2026-10-29
Pflug Koory, LLC
DECREASED1,7842,094-310-15%$354.1K$455.6K+$101.5K2026-10-26
Burke & Herbert Bank & Trust Co
DECREASED1,7831,957-174-9%$330.8K$455.2K+$124.4K2026-11-02
Bond & Devick Financial Network, Inc.
INCREASED1,7761,576+200+13%$266.4K$453.4K+$187.0K2026-10-23
Fideuram Asset Management (Ireland) dac
DECREASED1,7669,540-7,774-81%$1.6M$447.2K-$1.2M2026-10-29
Tarbox Family Office, Inc.
UNCHANGED1,7631,76300%$298.0K$450.1K+$152.1K2026-10-23
AMI Investment Management Inc
INCREASED1,7521,699+53+3%$287.2K$447.3K+$160.1K2026-10-27
Resonant Capital Advisors, LLC
INCREASED1,7331,546+187+12%$261.4K$442.5K+$181.1K2026-10-15
Almanack Investment Partners, Llc.
INCREASED1,7281,591+137+9%$269.0K$441.3K+$172.3K2026-11-03
Jamison Private Wealth Management, Inc.
INCREASED1,7221,720+2+0%$290.7K$439.7K+$149.0K2026-10-14
Regatta Capital Group, LLC
INCREASED1,7191,427+292+20%$241.2K$438.9K+$197.6K2026-10-23
Signature Wealth Management Partners, LLC
DECREASED1,7151,765-50-3%$298.4K$437.9K+$139.5K2026-10-21
Powers Advisory Group, LLC
INCREASED1,7111,625+86+5%$274.7K$436.9K+$162.2K2026-10-14
Sentry LLC
UNCHANGED1,7101,71000%$289.1K$436.6K+$147.5K2026-10-30
Rothwell Investment Advisors, LLC
NEW1,707—+1,707——$435.8K—2026-11-06
TCI Wealth Advisors, Inc.
DECREASED1,7051,898-193-10%$320.9K$435.3K+$114.4K2026-10-30
Verity Asset Management, Inc.
INCREASED1,7041,611+93+6%$272.3K$435.0K+$162.7K2026-10-30
SkyOak Wealth, LLC
UNCHANGED1,7031,70300%$287.9K$434.8K+$146.9K2026-10-28
Wealthcare Capital Partners, LLC
INCREASED1,7001,638+62+4%$276.8K$433.9K+$157.1K2026-10-21
BLB&B Advisors, LLC
INCREASED1,6951,693+2+0%$286.2K$432.7K+$146.5K2026-10-27
Great Diamond Partners, LLC
INCREASED1,6761,673+3+0%$282.8K$427.9K+$145.1K2026-10-13
Keating Investment Counselors Inc
DECREASED1,6721,837-165-9%$310.5K$426.9K+$116.3K2026-10-14
True Wealth Design, LLC
INCREASED1,6691,637+32+2%$276.7K$426.1K+$149.4K2026-10-13
Cullen Investment Group, Ltd.
INCREASED1,6691,644+25+2%$277.8K$469.7K+$191.9K2026-10-13
Provenance Wealth Advisors, LLC
INCREASED1,6656+1,659+27650%$1.0K$425.1K+$424.1K2026-10-30
Websterrogers Financial Advisors, LLC
UNCHANGED1,6591,65900%$280.5K$423.6K+$143.1K2026-11-02
Embree Financial Group
INCREASED1,6571,647+10+1%$278.4K$423.2K+$144.7K2026-10-22
Westside Investment Management, Inc.
INCREASED1,6441,594+50+3%$269.5K$424.1K+$154.6K2026-11-02
First Business Financial Services, Inc.
DECREASED1,6421,725-83-5%$291.6K$419.2K+$127.6K2026-10-29
Elyxium Wealth, LLC
INCREASED1,6401,615+25+2%$273.0K$418.7K+$145.7K2026-10-27
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED1,6391,63900%$277.1K$418.5K+$141.4K2026-10-28
TritonPoint Partners, LLC
DECREASED1,6322,675-1,043-39%$452.3K$416.8K-$35.5K2026-11-05
Key Client Fiduciary Advisors, LLC
INCREASED1,6321,624+8+0%$274.6K$416.8K+$142.2K2026-10-19
Smith Salley Wealth Management
NEW1,621—+1,621——$414.0K—2026-11-03
Range Financial Group LLC
NEW1,617—+1,617——$412.9K—2026-10-21
Raleigh Capital Management Inc.
INCREASED1,6121,185+427+36%$200.3K$411.7K+$211.3K2026-10-28
CWS Financial Advisors, LLC
INCREASED1,6111,423+188+13%$240.6K$411.3K+$170.7K2026-10-16
CRA Financial Services, LLC
DECREASED1,6101,618-80%$273.5K$411.0K+$137.5K2026-10-16
Cornerstone Advisory, LLC
INCREASED1,6041,283+321+25%$216.9K$409.5K+$192.6K2026-11-06
Foster Group, Inc.
INCREASED1,5891,518+71+5%$256.6K$405.6K+$149.0K2026-10-13
Independent Wealth Network Inc.
DECREASED1,5891,605-16-1%$271.3K$405.6K+$134.2K2026-10-19
Commonwealth Financial Services, LLC
DECREASED1,5831,627-44-3%$275.0K$404.2K+$129.1K2026-10-20
Saxony Capital Management, LLC
NEW1,582—+1,582——$403.9K—2026-10-15
Asset Advisors Investment Management, LLC
DECREASED1,5751,673-98-6%$282.8K$402.1K+$119.3K2026-10-19
Cherry Tree Wealth Management, LLC
DECREASED1,5711,629-58-4%$275.4K$401.1K+$125.7K2026-10-15
Sunpointe, LLC
NEW1,566—+1,566——$399.8K—2026-10-22
Traveka Wealth, LLC
DECREASED1,5641,565-10%$264.6K$399.4K+$134.8K2026-10-19
StoneRidge PMG Advisors, LLC
NEW1,561—+1,561——$399—2026-11-04
Huntleigh Advisors, Inc.
DECREASED1,5602,318-758-33%$391.8K$398.2K+$6.4K2026-11-03
3Chopt Investment Partners, LLC
NEW1,554—+1,554——$396.8K—2026-10-30
Arbor Investment Advisors, LLC
UNCHANGED1,5471,54700%$261.5K$394.9K+$133.4K2026-10-26
Olympiad Research LP
NEW1,533—+1,533——$391.4K—2026-11-04
Eastern Bank
INCREASED1,5261,356+170+13%$229.2K$389.6K+$160.4K2026-10-05
Fermata Advisors, LLC
INCREASED1,5251,312+213+16%$221.8K$389.4K+$167.6K2026-10-13
Warwick Investment Management, Inc.
DECREASED1,5161,786-270-15%$301.9K$387.1K+$85.1K2026-10-19
Schorn Wealth LLC
UNCHANGED1,5161,51600%$256.3K$387.1K+$130.8K2026-10-14
Kaufman Rossin Wealth, LLC
NEW1,510—+1,510——$385.5K—2026-10-19
Bank of New Hampshire
DECREASED1,5071,517-10-1%$256.4K$384.8K+$128.3K2026-10-06
Masterinvest Kapitalanlage GmbH
DECREASED1,5002,513-1,013-40%$424.8K$383.0K-$41.9K2026-11-03
Staley Capital Advisers Inc
UNCHANGED1,5001,50000%$253.6K$383.0K+$129.4K2026-11-06
Edge Wealth Management LLC
UNCHANGED1,5001,50000%$253.6K$388.4K+$134.8K2026-10-13
Financial Management Network Inc
DECREASED1,4951,498-30%$312.0K$399.1K+$87.1K2026-10-09
Cromwell Holdings LLC
DECREASED1,4761,529-53-3%$258.5K$376.8K+$118.4K2026-10-28
Enterprise Financial Services Corp
INCREASED1,4711,360+111+8%$229.9K$375.6K+$145.7K2026-11-03
Hardin Capital Partners, LLC
DECREASED1,4711,571-100-6%$267.0K$375.6K+$108.5K2026-10-09
Cambridge Financial Group, LLC
UNCHANGED1,4711,47100%$248.7K$248.7K$02026-10-06
Riverbend Wealth Management, LLC
DECREASED1,4701,775-305-17%$300.0K$375.3K+$75.2K2026-10-15
Blackston Financial Advisory Group, LLC
DECREASED1,4501,499-49-3%$253.4K$370.2K+$116.7K2026-11-04
Seven Mile Advisory
DECREASED1,4461,495-49-3%$252.7K$369.2K+$116.4K2026-10-22
Capital Asset Advisory Services LLC
INCREASED1,4431,202+241+20%$203.2K$410.7K+$207.5K2026-10-30
Relyea Zuckerberg Hanson LLC
INCREASED1,4401,433+7+0%$242.2K$367.6K+$125.4K2026-10-20
Newman Dignan & Sheerar, Inc.
DECREASED1,4392,142-703-33%$362.1K$367.4K+$5.3K2026-10-21
Secure Asset Management, LLC
INCREASED1,4391,384+55+4%$234.0K$367.3K+$133.3K2026-10-19
Purewater Capital LLC
INCREASED1,4381,433+5+0%$242.3K$367.2K+$124.9K2026-10-23
Money Concepts Capital Corp
INCREASED1,4371,354+83+6%$228.9K$366.8K+$137.9K2026-11-06
Hennessy Advisors Inc
DECREASED1,4324,282-2,850-67%$723.9K$365.6K-$358.3K2026-10-28
Mountain Pacific Investment Advisers LLC
INCREASED1,4321,407+25+2%$237.9K$365.6K+$127.8K2026-10-29
Forum Financial Management, LP
DECREASED1,4272,668-1,241-47%$451.0K$364.5K-$86.5K2026-10-16
Loudon Investment Management, LLC
DECREASED1,4271,527-100-7%$258.1K$364.3K+$106.2K2026-11-06
Jacobsen Capital Management
DECREASED1,4261,429-30%$241.6K$364.1K+$122.5K2026-10-27
Trust Co of Kansas
UNCHANGED1,4251,42500%$241.0K$364-$240.6K2026-11-06
Dutch Asset Corp
INCREASED1,4181,202+216+18%$203.2K$362.3K+$159.0K2026-10-20
Jm2 Capital Inc.
DECREASED1,4111,436-25-2%$242.8K$360.2K+$117.5K2026-10-14
L. Roy Papp & Associates, LLP
INCREASED1,4051,379+26+2%$233.1K$358.7K+$125.6K2026-10-21
Biltmore Family Office, LLC
UNCHANGED1,4031,40300%$237.1K$358.2K+$121.1K2026-11-03
Tabr Capital Management, LLC
NEW1,400—+1,400——$357.4K—2026-10-20
Chilton Capital Management LLC
DECREASED1,4001,414-14-1%$239.0K$357.4K+$118.4K2026-10-28
Green Ridge Wealth Planning LLC
UNCHANGED1,4001,40000%$236.7K$357.5K+$120.8K2026-10-08
Petersen Hastings Wealth Advisors Inc.
INCREASED1,3991,390+9+1%$235.0K$357.2K+$122.2K2026-10-27
IVC Wealth Advisors LLC
DECREASED1,3941,648-254-15%$278.6K$355.9K+$77.3K2026-10-23
Ellis Investment Partners, LLC
INCREASED1,3941,366+28+2%$231.0K$356.0K+$125.0K2026-10-21
Parisi Gray Wealth Management
INCREASED1,3851,352+33+2%$228.5K$353.7K+$125.2K2026-10-16
Avion Wealth
INCREASED1,3821,376+6+0%$232.0K$352-$231.6K2026-11-04
Acropolis Investment Management, LLC
DECREASED1,3791,416-37-3%$239.4K$352.1K+$112.7K2026-10-08
JB Capital LLC
INCREASED1,3731,370+3+0%$231.5K$350.5K+$119.0K2026-10-19
Asset One Wealth Management LLC
INCREASED1,3711,230+141+11%$241.3K$350.0K+$108.8K2026-11-02
Fractal Investments LLC
NEW1,369—+1,369——$349.5K—2026-10-28
Coastline Trust Co
DECREASED1,3691,422-53-4%$240.4K$349.5K+$109.1K2026-10-01
Summit Financial Wealth Advisors, LLC
INCREASED1,3691,367+2+0%$231.1K$349.4K+$118.3K2026-10-15
Peoples Bank
DECREASED1,3551,405-50-4%$237.5K$345.9K+$108.4K2026-10-09
Richmond Investment Services, LLC
NEW1,340—+1,340——$342.1K—2026-10-29
Canvas Wealth Advisors, LLC
INCREASED1,3381,304+34+3%$220.5K$366.0K+$145.5K2026-11-02
Hendley & Co Inc
UNCHANGED1,3301,33000%$225$340+$1152026-10-29
Charles Schwab Trust Co
DECREASED1,3251,354-29-2%$229.0K$338.4K+$109.4K2026-10-15
Bullock Wealth Management Group
DECREASED1,3211,344-23-2%$234.6K$348.9K+$114.4K2026-10-09
Aldebaran Financial Inc.
UNCHANGED1,3201,32000%$223.1K$337.0K+$113.9K2026-11-06
Cypress Wealth Services, LLC
INCREASED1,3191,314+5+0%$222.2K$355.8K+$133.6K2026-10-21
Aspiriant, LLC
NEW1,318—+1,318——$336.5K—2026-10-16
Grove Bank & Trust
UNCHANGED1,3171,31700%$222.6K$336.2K+$113.6K2026-10-08
Wespac Advisors, LLC
NEW1,314—+1,314——$335.5K—2026-10-26
Covenant Asset Management, LLC
UNCHANGED1,3101,31000%$221.5K$334.5K+$113.0K2026-10-14
Wendell David Associates Inc
UNCHANGED1,3051,30500%$221.0K$333-$220.7K2026-10-27
Cove Private Wealth, LLC
NEW1,304—+1,304——$332.9K—2026-10-28
Sapient Capital LLC
INCREASED1,3041,251+53+4%$211.5K$332.9K+$121.4K2026-10-08
General Partner, Inc.
UNCHANGED1,3031,30300%$220.3K$332.7K+$112.4K2026-10-05
apricus wealth, LLC
DECREASED1,3001,600-300-19%$270.5K$331.9K+$61.4K2026-10-26
Stokes Capital Advisors, LLC
DECREASED1,3001,575-275-17%$266.3K$331.9K+$65.6K2026-10-09
BXM Wealth LLC
UNCHANGED1,3001,30000%$219.8K$331.9K+$112.1K2026-11-03
Family Wealth Partners, LLC
INCREASED1,2991,284+15+1%$217.1K$331.6K+$114.6K2026-10-20
Paragon Capital Management Ltd
UNCHANGED1,2771,27700%$215.9K$326.0K+$110.2K2026-10-09
Arista Wealth Management, LLC
INCREASED1,2761,263+13+1%$213.5K$325.8K+$112.3K2026-10-29
Novem Group
DECREASED1,2731,301-28-2%$220.0K$324.9K+$104.9K2026-10-19
CMG Global Holdings, LLC
DECREASED1,2681,278-10-1%$216.0K$323.7K+$107.7K2026-10-14
TFB Advisors LLC
INCREASED1,2681,267+1+0%$214.2K$323.7K+$109.5K2026-11-02
Farmers & Merchants Trust Co of Long Beach
NEW1,264—+1,264——$322.7K—2026-10-22
Iron Financial LLC
NEW1,263—+1,263——$322.4K—2026-10-23
Counterpoint Mutual Funds LLC
NEW1,256—+1,256——$320.7K—2026-10-16
Lighthouse Financial LLC
UNCHANGED1,2551,25500%$212.2K$320.4K+$108.3K2026-10-23
Nfsg Corp
INCREASED1,250146+1,104+756%$24.7K$319.1K+$294.4K2026-10-15
Triumph Capital Management
INCREASED1,2471,245+2+0%$210.5K$318.4K+$107.9K2026-10-14
Tompkins Financial Corp
DECREASED1,2441,406-162-12%$237.7K$317.6K+$79.9K2026-10-05
Global Financial Private Client, LLC
INCREASED1,2421,202+40+3%$203.2K$317.1K+$113.9K2026-10-15
Vicus Capital
DECREASED1,2371,694-457-27%$286.3K$315.7K+$29.4K2026-11-05
Capital Investment Counsel, Inc
UNCHANGED1,2341,23400%$208.6K$315.1K+$106.4K2026-10-20
Valley National Advisers Inc
INCREASED1,2311,225+6+0%$207.1K$314.3K+$107.2K2026-10-23
Murphy Pohlad Asset Management LLC
DECREASED1,2301,650-420-25%$278.9K$314.0K+$35.1K2026-10-22
Kavar Capital Partners Group, LLC
INCREASED1,2301,220+10+1%$206.2K$314.0K+$107.8K2026-11-06
Bluesphere Advisors LLC
DECREASED1,2281,239-11-1%$209.5K$313.5K+$104.1K2026-10-19
May Hill Capital, LLC
NEW1,225—+1,225——$312.8K—2026-11-03
LifeWealth Investments, LLC
DECREASED1,2251,249-24-2%$211.2K$312.8K+$101.6K2026-10-21
Carson Advisory Inc.
INCREASED1,2221,221+1+0%$206.4K$312.0K+$105.6K2026-11-06
WealthPlan Investment Management, LLC
NEW1,215—+1,215——$310.2K—2026-10-15
Cherry Creek Investment Advisors, Inc.
DECREASED1,2101,235-25-2%$208.8K$309.0K+$100.2K2026-10-14
National Wealth Management Group, LLC
DECREASED1,2091,244-35-3%$210.2K$308.5K+$98.3K2026-10-26
Hurlow Wealth Management Group, Inc.
UNCHANGED1,2091,20900%$204.4K$308.7K+$104.3K2026-10-29
Tempus Wealth Planning, LLC
DECREASED1,2051,212-7-1%$204.9K$307.6K+$102.8K2026-10-14
Hardy Reed LLC
NEW1,204—+1,204——$307.4K—2026-11-06
WealthBridge Capital Management, LLC
UNCHANGED1,2011,20100%$203.0K$306.7K+$103.7K2026-10-16
U S Global Investors Inc
NEW1,200—+1,200——$306.4K—2026-10-22
LeConte Wealth Management, LLC
DECREASED1,1991,314-115-9%$222.1K$306.1K+$84.0K2026-10-20
Sloy Dahl & Holst, LLC
UNCHANGED1,1971,19700%$202.4K$305.6K+$103.3K2026-10-14
Income Insurance Ltd
UNCHANGED1,1951,19500%$202.0K$305.1K+$103.1K2026-10-21
Seven Hills Financial, LLC
NEW1,194—+1,194——$304.8K—2026-10-13
Beacon Financial Advisory LLC
NEW1,189—+1,189——$303.6K—2026-10-16
BCS Wealth Management
UNCHANGED1,1871,18700%$200.6K$303.0K+$102.4K2026-11-03
Argus Investors' Counsel, Inc.
DECREASED1,1861,203-17-1%$203.4K$302.8K+$99.4K2026-10-09
Creative Financial Designs Inc
UNCHANGED1,1851,18500%$200.3K$302.5K+$102.2K2026-11-04
Next Level Private LLC
NEW1,177—+1,177——$300.5K—2026-10-20
Centerpoint Advisors, LLC
NEW1,175—+1,175——$300—2026-11-05
Sigma Investment Counselors Inc
DECREASED1,1751,194-19-2%$201.9K$300.0K+$98.2K2026-10-27
Clearwater Capital Advisors, LLC
NEW1,174—+1,174——$299.6K—2026-11-06
Kure Advisory, LLC
NEW1,172—+1,172——$299.1K—2026-10-08
Foster Dykema Cabot & Partners, LLC
UNCHANGED1,1711,17100%$198.0K$299.0K+$101.0K2026-10-30
Capital Advisors, Ltd. LLC
INCREASED1,1691,145+24+2%$194$299+$1052026-10-27
Client 1ST Advisory Group, LLC
NEW1,167—+1,167——$297.9K—2026-10-19
Encompass More Asset Management
NEW1,167—+1,167——$297.9K—2026-10-16
Cordgrass Capital Advisors, LLC
NEW1,163—+1,163——$296.9K—2026-10-30
Investment House LLC
NEW1,163—+1,163——$296.9K—2026-10-21
Sanders Morris Harris LLC
NEW1,162—+1,162——$297.2K—2026-10-14
Teamwork Financial Advisors, LLC
DECREASED1,1622,926-1,764-60%$494.7K$296.6K-$198.2K2026-10-19
Griffin Asset Management, Inc.
NEW1,161—+1,161——$296.4K—2026-10-22
Ignite Planners, LLC
NEW1,157—+1,157——$295.5K—2026-10-14
Financial Security Advisor, Inc.
DECREASED1,1541,196-42-4%$202.2K$294.7K+$92.4K2026-11-03
Founders Grove Wealth Partners, LLC
NEW1,150—+1,150——$293.6K—2026-10-16
Grandfield & Dodd, LLC
NEW1,147—+1,147——$292.8K—2026-10-29
Lake Street Private Wealth, LLC
NEW1,146—+1,146——$292.7K—2026-10-22
Warburton Capital Management, LLC
NEW1,146—+1,146——$311.6K—2026-11-06
Chicago Capital, LLC
NEW1,142—+1,142——$291.6K—2026-10-13
Harvey Investment Co LLC
NEW1,141—+1,141——$291—2026-10-20
Oarsman Capital, Inc.
NEW1,141—+1,141——$291.4K—2026-11-05
Adamsbrown Wealth Consultants LLC
NEW1,136—+1,136——$290.0K—2026-10-20
Sovran Advisors, LLC
DECREASED1,1361,226-90-7%$252.4K$310.8K+$58.4K2026-11-02
High Net Worth Advisory Group LLC
NEW1,132—+1,132——$289.1K—2026-10-26
Brown Miller Wealth Management, LLC
NEW1,132—+1,132——$289.0K—2026-11-02
NWF Advisory Services Inc.
DECREASED1,1281,305-177-14%$220.6K$288.1K+$67.5K2026-10-19
Yoder Wealth Management, Inc.
NEW1,122—+1,122——$286.5K—2026-10-13
Charis Legacy Partners, LLC
NEW1,120—+1,120——$285.9K—2026-10-22
Sunburst Financial Group, LLC
NEW1,116—+1,116——$284.9K—2026-10-09
Burton Enright Welch
NEW1,113—+1,113——$284.2K—2026-11-04
Bank of Stockton
NEW1,113—+1,113——$284.2K—2026-10-20
Millennium Capital Advisors, LLC
NEW1,112—+1,112——$283.9K—2026-10-16
Woodley Farra Manion Portfolio Management Inc
NEW1,108—+1,108——$282.9K—2026-11-05
Integrity Advisory Solutions, LLC
NEW1,107—+1,107——$282.6K—2026-10-29
Jmac Enterprises LLC
DECREASED1,1051,805-700-39%$305.1K$282.1K-$23.0K2026-10-30
Stewardship Concepts Financial Services LLC
DECREASED1,1051,247-142-11%$210.8K$282.0K+$71.2K2026-10-06
Monarch Capital Management Inc
NEW1,104—+1,104——$281.9K—2026-10-19
Lodestone Wealth Management LLC
DECREASED1,1021,107-50%$187.2K$281.3K+$94.1K2026-10-14
Dumont & Blake Investment Advisors LLC
NEW1,101—+1,101——$281.1K—2026-10-28
Trek Financial, LLC
NEW1,100—+1,100——$280.8K—2026-10-29
Capital City Trust Co
NEW1,100—+1,100——$280.8K—2026-10-22
Inspirion Wealth Advisors, LLC
NEW1,100—+1,100——$280.8K—2026-10-09
Syverson Strege & Co
NEW1,098—+1,098——$280.3K—2026-11-02
Weil Company, Inc.
NEW1,095—+1,095——$279.6K—2026-10-14
Accel Wealth Management
NEW1,093—+1,093——$279.1K—2026-10-13
Symmetry Partners, LLC
NEW1,093—+1,093——$279.1K—2026-10-27
Patton Albertson Miller Group, LLC
NEW1,092—+1,092——$278.8K—2026-10-26
Barlow Wealth Partners, LLC
UNCHANGED1,0921,09200%$205.1K$294.6K+$89.5K2026-10-15
Asset Planning,Inc
INCREASED1,0901,088+2+0%$183.9K$278.2K+$94.3K2026-10-26
Harbour Trust & Investment Management Co
NEW1,088—+1,088——$277.8K—2026-10-28
Martin Capital Partners, LLC
DECREASED1,08723,709-22,622-95%$4.0M$277.5K-$3.7M2026-10-07
Amplius Wealth Advisors, LLC
NEW1,085—+1,085——$277.0K—2026-10-20
Vann Equity Management LLC
NEW1,084—+1,084——$276.8K—2026-10-08
Integris Wealth Management, LLC
NEW1,084—+1,084——$276.9K—2026-10-14
InTrack Investment Management Inc
DECREASED1,0831,322-239-18%$223.5K$276.5K+$53.0K2026-10-15
Hendershot Investments Inc.
DECREASED1,0821,120-38-3%$189.3K$276.2K+$86.9K2026-11-05
Isthmus Partners, LLC
NEW1,081—+1,081——$276.0K—2026-10-21
Park National Corp
NEW1,081—+1,081——$276.0K—2026-10-05
Bennett Selby Investments LP
NEW1,075—+1,075——$274.6K—2026-10-19
Eurizon SLJ Capital Ltd
INCREASED1,070741+329+44%$125.3K$273.2K+$147.9K2026-11-06
J. Team Financial, Inc.
NEW1,069—+1,069——$273.0K—2026-11-03
VVR Holdings LLC
NEW1,063—+1,063——$271.3K—2026-10-19
TFC Financial Management, Inc.
UNCHANGED1,0611,06100%$179.3K$270.8K+$91.5K2026-10-26
American Capital Advisory, LLC
INCREASED1,0601,059+1+0%$179.0K$270.6K+$91.6K2026-10-28
Bedel Financial Consulting, Inc.
NEW1,059—+1,059——$270.4K—2026-11-06
Ullmann Wealth Partners Group, LLC
NEW1,058—+1,058——$270.1K—2026-11-02
SBE LLC DBA Cedar Cove Wealth Partners
NEW1,054—+1,054——$269.1K—2026-10-15
Security National Bank
UNCHANGED1,0541,05400%$178.2K$269.1K+$90.9K2026-10-26
Marble Harbor Investment Counsel, LLC
NEW1,053—+1,053——$268.8K—2026-11-06
Badgley Phelps Wealth Managers, LLC
NEW1,050—+1,050——$268.1K—2026-10-22
WealthPLAN Partners, LLC
NEW1,048—+1,048——$267.6K—2026-10-15
True North Advisors, LLC
DECREASED1,0481,729-681-39%$292.3K$267.5K-$24.7K2026-10-22
Wetzel Investment Advisors, Inc.
NEW1,046—+1,046——$267.1K—2026-10-13
NTV Asset Management LLC
NEW1,043—+1,043——$266.3K—2026-10-23
MBA Advisors LLC
NEW1,040—+1,040——$265.5K—2026-10-29
Midland Wealth Advisors, LLC
NEW1,040—+1,040——$265.5K—2026-10-26
Laurel OAK Wealth Management, LLC
NEW1,038—+1,038——$265.0K—2026-10-19
Athena Wealth Management, LLC
DECREASED1,0381,235-197-16%$208.8K$265.1K+$56.3K2026-10-09
Mitchell Sinkler & Starr
NEW1,035—+1,035——$264.2K—2026-10-13
Clark Financial Services Group Inc
NEW1,035—+1,035——$264.2K—2026-10-19
Synergy Asset Management, LLC
NEW1,034—+1,034——$264.0K—2026-11-05
Hengehold Capital Management LLC
NEW1,032—+1,032——$263.4K—2026-10-16
Wealth Dimensions Group, Ltd.
NEW1,029—+1,029——$262.7K—2026-11-02
Orange Investment Advisors, Inc.
NEW1,024—+1,024——$261.4K—2026-10-23
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED1,0243,369-2,345-70%$569.7K$261.4K-$308.2K2026-10-14
Fulcrum Equity Management
NEW1,021—+1,021——$260.8K—2026-10-21
Chapin Davis, Inc.
NEW1,021—+1,021——$260.7K—2026-10-09
Uptick Partners, LLC
NEW1,017—+1,017——$259.7K—2026-11-04
Strategic Point Investment Advisors, LLC
NEW1,017—+1,017——$259.7K—2026-10-29
Quantum Financial Advisors, LLC
NEW1,014—+1,014——$259.0K—2026-11-03
Diligent Investors, LLC
NEW1,014—+1,014——$258.9K—2026-10-21
LMG Wealth Partners, LLC
NEW1,013—+1,013——$258.6K—2026-11-05
Accelerate Investment Advisors LLC
NEW1,009—+1,009——$257.5K—2026-11-02
Meixler Investment Management, Ltd.
DECREASED1,0091,936-927-48%$327.3K$257.6K-$69.7K2026-11-03
Waterfront Wealth Inc.
NEW1,007—+1,007——$293.2K—2026-11-03
Bath Savings Trust Co
NEW1,001—+1,001——$255.6K—2026-10-07
Roth Financial Partners LLC
NEW1,000—+1,000——$255.3K—2026-10-06
Mechanics Financial Corp
UNCHANGED1,0001,00000%$169.1K$255.3K+$86.3K2026-11-05
CoreCap Advisors, LLC
INCREASED995885+110+12%$149.6K$254.2K+$104.7K2026-10-08
Revisor Wealth Management LLC
NEW993—+993——$276.0K—2026-10-20
Bank Julius Baer & Co. Ltd, Zurich
DECREASED9901,100-110-10%$186.0K$252.8K+$66.8K2026-10-29
Fearless Solutions, LLC dba Best Invest
NEW989—+989——$252.5K—2026-10-14
Waterway Wealth Management, LLC
NEW989—+989——$252.5K—2026-10-28
Orrstown Financial Services Inc
NEW985—+985——$251.5K—2026-10-14
City Center Advisors, LLC
NEW985—+985——$251.5K—2026-10-08
Trust Co
UNCHANGED98598500%$166.5K$251.4K+$84.9K2026-10-09
Clearwave Capital, LLC
NEW981—+981——$250.3K—2026-10-27
M. Kraus & Co
NEW979—+979——$249.9K—2026-10-20
Quadrant Private Wealth Management, LLC
NEW972—+972——$248.2K—2026-11-04
Spinnaker Investment Group, LLC
DECREASED9722,036-1,064-52%$344.2K$248.2K-$96.0K2026-10-13
Founders Financial Securities LLC
NEW970—+970——$247.7K—2026-10-28
KRS Capital Management, LLC
NEW970—+970——$247.8K—2026-10-16
Cypress Point Wealth Management, LLC
NEW966—+966——$246.6K—2026-11-03
PFG Advisors
DECREASED9641,439-475-33%$243.2K$246.1K+$2.9K2026-10-16
Weinberger Asset Management, Inc
INCREASED962954+8+1%$201.9K$245.6K+$43.7K2026-10-28
RDA Financial Network
NEW961—+961——$245.3K—2026-10-15
RMR Capital Management, LLC
NEW958—+958——$244.6K—2026-10-23
Lanark Financial, Inc.
DECREASED956960-40%$162.3K$244.0K+$81.6K2026-10-26
Midwest Financial Partners Investments, Inc.
NEW953—+953——$243.3K—2026-10-08
Patriot Financial Group Insurance Agency, LLC
NEW953—+953——$243.4K—2026-10-14
Center For Asset Management LLC
NEW952—+952——$243.2K—2026-10-16
Hobart Private Capital, LLC
NEW952—+952——$243.1K—2026-10-19
Good Harbor Advisors, Inc.
NEW952—+952——$243.1K—2026-10-20
WIN Advisors, Inc
NEW950—+950——$242.5K—2026-11-06
North Forty Two & Co.
NEW950—+950——$242.5K—2026-10-19
Regent Peak Wealth Advisors LLC
NEW945—+945——$241.2K—2026-10-13
Affinity Capital Advisors, LLC
NEW942—+942——$262.0K—2026-10-13
Sage Capital Management, LLC
NEW941—+941——$240.4K—2026-10-20
Schmidt P J Investment Management Inc
NEW940—+940——$240.0K—2026-11-02
Shayne & Jacobs, LLC
NEW940—+940——$240.0K—2026-10-21
Tuttle Capital Management, LLC
NEW936—+936——$239.0K—2026-10-21
Shoker Investment Counsel, Inc.
NEW935—+935——$238.9K—2026-11-04
Birchbrook, Inc.
UNCHANGED93593500%$158.1K$238.7K+$80.7K2026-10-14
Focused Wealth Management, Inc
NEW934—+934——$238.5K—2026-10-30
Willis Johnson Wealth, Inc.
NEW933—+933——$238.1K—2026-11-03
180 Wealth Advisors, LLC
NEW932—+932——$237.9K—2026-11-03
True Private Wealth Advisors
NEW931—+931——$237.8K—2026-10-19
MW Advisory, LLC
NEW930—+930——$237.5K—2026-10-19
Kercheville Advisors, LLC
NEW929—+929——$237.2K—2026-10-19
American National Bank & Trust
INCREASED929868+61+7%$146.7K$237.2K+$90.4K2026-10-07
RVW Wealth, LLC
NEW928—+928——$236.9K—2026-10-06
Invested Advisors
NEW927—+927——$236.7K—2026-10-23
Barr E S & Co
NEW925—+925——$236.2K—2026-11-06
Keudell ison Wealth Management
NEW925—+925——$236.2K—2026-10-16
Financial Management Professionals, Inc.
INCREASED925920+5+1%$155.5K$236.1K+$80.6K2026-10-23
Mullaney, Keating & Wright, Inc.
NEW924—+924——$235.9K—2026-10-19
Lynch Investment Planning, LLC
NEW919—+919——$234.6K—2026-10-27
Randall & Associates Wealth Management
NEW918—+918——$234.4K—2026-10-20
Peddock Capital Advisors, LLC
NEW914—+914——$233.4K—2026-10-16
Ariadne Wealth Management, LP
NEW913—+913——$233.1K—2026-11-06
Occidental Asset Management, LLC
NEW913—+913——$233.1K—2026-11-05
Brady Martz Wealth Solutions, LLC
NEW911—+911——$232.6K—2026-11-05
Burk Holdings LLC
INCREASED909872+37+4%$147.4K$232.1K+$84.7K2026-11-05
Bluedoor Private Wealth, LLC
NEW908—+908——$231.8K—2026-11-05
Beacon Capital Management, LLC
NEW906—+906——$231.3K—2026-10-23
Titleist Asset Management, LLC
NEW905—+905——$231.1K—2026-10-08
McLean Asset Management Corp
NEW905—+905——$223.6K—2026-11-06
Gibbs Wealth Management
NEW905—+905——$231.1K—2026-10-22
Endowment Wealth Management, Inc.
DECREASED9041,422-518-36%$240.5K$230.9K-$9.6K2026-11-03
Ellsworth Advisors, LLC
NEW903—+903——$230.6K—2026-10-15
Greenup Street Wealth Management LLC
NEW903—+903——$230.6K—2026-10-28
Berman McAleer LLC
NEW903—+903——$230.6K—2026-10-16
Reynders McVeigh Capital Management, LLC
NEW902—+902——$230.3K—2026-10-30
FSM Wealth Advisors, LLC
NEW900—+900——$253.4K—2026-10-27
Armstrong Advisory Group, Inc
DECREASED893993-100-10%$167.9K$228.0K+$60.1K2026-10-09
Gemmer Asset Management LLC
NEW892—+892——$227.7K—2026-10-16
Woodward Diversified Capital, LLC
NEW890—+890——$227.3K—2026-10-21
Congress Park Capital LLC
NEW890—+890——$227.2K—2026-10-13
Samalin Investment Counsel, LLC
NEW888—+888——$226.7K—2026-10-23
Kelly Financial Services LLC
NEW888—+888——$226.8K—2026-10-20
First City Capital Management, Inc.
NEW884—+884——$225.7K—2026-10-27
Christensen, King & Associates Investment Services, Inc.
NEW881—+881——$224.9K—2026-10-22
Caliber Wealth Management, LLC / KS
NEW878—+878——$224.2K—2026-11-04
Tortuga Wealth Management, Inc
NEW876—+876——$223.7K—2026-10-27
McGlone Suttner Wealth Management, Inc.
NEW872—+872——$222.6K—2026-10-13
Droms Strauss Advisors Inc
NEW871—+871——$222.4K—2026-11-03
NBT Bank, N.A.
DECREASED8701,234-364-29%$208.6K$222.2K+$13.6K2026-10-21
Balefire, LLC
NEW869—+869——$221.9K—2026-10-09
Brickley Wealth Management
NEW864—+864——$220.6K—2026-11-04
J. Derek Lewis & Associates Inc.
NEW862—+862——$220.1K—2026-11-03
Financial Planning Hawaii, Inc.
NEW861—+861——$219.8K—2026-10-13
Investment Advisory Services Inc
NEW861—+861——$219.9K—2026-10-27
Crew Capital Management, Ltd
NEW859—+859——$219.3K—2026-10-28
Family Investment Center, Inc.
NEW856—+856——$218.5K—2026-10-19
Pinnacle Wealth Management Group, Inc.
NEW855—+855——$218.3K—2026-10-15
Crusonia Wealth Advisors LLC
NEW854—+854——$218.0K—2026-10-26
Allied Investment Advisors, LLC
NEW852—+852——$217.5K—2026-10-13
Hoxton Planning & Management, LLC
NEW851—+851——$217.3K—2026-10-15
Vertrix Wealth Management, LLC
NEW850—+850——$217.0K—2026-10-13
RFG - Bristol Wealth Advisors, LLC
NEW850—+850——$217.0K—2026-10-09
BlueSky Wealth Advisors, LLC
NEW850—+850——$217.0K—2026-10-29
Mindset Wealth Management, LLC
NEW850—+850——$217.0K—2026-10-19
CPA Asset Management Group, LLC
NEW848—+848——$216.5K—2026-10-26
Elmwood Wealth Management, Inc.
NEW843—+843——$215.2K—2026-10-14
Gradient Investments LLC
DECREASED8431,191-348-29%$201.3K$215.2K+$13.9K2026-10-08
Wealth Preservation Advisors, LLC
NEW839—+839——$214.2K—2026-11-05
TrustBank
INCREASED838826+12+1%$139.6K$214.0K+$74.3K2026-10-20
Romano Brothers and Company
NEW837—+837——$213.7K—2026-10-22
Good Steward Wealth Advisors,LLC
NEW833—+833——$212.7K—2026-11-06
James Hambro & Partners LLP
NEW833—+833——$212.7K—2026-10-19
McClarren Financial Advisors, Inc.
NEW832—+832——$212.4K—2026-10-15
Franklin Street Advisors Inc
NEW831—+831——$212.2K—2026-10-13
Strategic Blueprint, LLC
NEW830—+830——$212.0K—2026-10-22
Leelyn Smith, LLC
NEW828—+828——$211.4K—2026-11-03
SeaBridge Investment Advisors LLC
NEW823—+823——$210.1K—2026-11-02
Asset Dedication, LLC
DECREASED822898-76-8%$151.8K$209.9K+$58.1K2026-11-03
Genesis Private Wealth, LLC
NEW815—+815——$208.1K—2026-11-02
Elco Management Co., LLC
NEW813—+813——$207.6K—2026-10-14
Archford Capital Strategies, LLC
NEW812—+812——$207.3K—2026-10-19
Deroy & Devereaux Private Investment Counsel Inc
NEW812—+812——$207—2026-10-26
KFA Private Wealth Group, LLC
NEW810—+810——$207.1K—2026-10-07
Stanley-Laman Group, Ltd.
NEW810—+810——$206.8K—2026-10-20
Mayfair Advisory Group, LLC
NEW804—+804——$205.3K—2026-10-20
TrueWealth Advisors, LLC
NEW803—+803——$204.9K—2026-10-09
Mitchell Capital Management Co
NEW800—+800——$204.2K—2026-10-29
Uptown Financial Advisors LLC
NEW800—+800——$204.2K—2026-10-15
Quad-Cities Investment Group, LLC
NEW800—+800——$204.2K—2026-10-16
Midwest Financial Group LLC
NEW800—+800——$204.2K—2026-10-15
Silvia Mccoll Wealth Management, LLC
NEW798—+798——$203.7K—2026-10-07
William Blair Investment Management, LLC
DECREASED7981,285-487-38%$217.2K$203.7K-$13.5K2026-11-06
PFS Partners, LLC
INCREASED795792+3+0%$133.9K$202.9K+$69.0K2026-10-21
Moody Lynn Lieberson & Walker, LLC
NEW794—+794——$202.7K—2026-10-14
Sunbeam Capital Management, LLC
NEW793—+793——$202.5K—2026-11-05
TMB Capital Partners, LLC
NEW787—+787——$201.0K—2026-10-20
Gleason Group, Inc.
INCREASED775771+4+1%$130.4K$197.9K+$67.5K2026-10-15
Clearstead Trust, LLC
INCREASED743660+83+13%$111.6K$189.7K+$78.1K2026-11-06
Brown, Lisle Ings, Inc.
DECREASED743780-37-5%$131.8K$189.7K+$57.8K2026-10-16
Compagnie Lombard Odier SCmA
UNCHANGED74274200%$125.4K$189.4K+$64.0K2026-11-04
NBH Bank
INCREASED740710+30+4%$120.0K$188.9K+$68.9K2026-11-05
Golden State Wealth Management, LLC
DECREASED735739-4-1%$125.0K$187.9K+$62.9K2026-11-02
Gen-Wealth Partners Inc
INCREASED727259+468+181%$43.8K$185.6K+$141.8K2026-11-04
Tower View Wealth Management LLC
INCREASED717713+4+1%$120.6K$183.0K+$62.4K2026-10-23
Miller Wealth Advisors, LLC
UNCHANGED71571500%$120.9K$182.5K+$61.7K2026-11-02
Tower Trust & Investment Co
UNCHANGED71471400%$120.7K$182.3K+$61.6K2026-10-28
Zions Bancorporation, National Association
INCREASED713689+24+3%$116.5K$182.0K+$65.6K2026-11-06
First Bancorp, Inc
UNCHANGED71271200%$120.4K$181.8K+$61.4K2026-10-26
United Community Bank
INCREASED711595+116+20%$100.6K$181.5K+$80.9K2026-10-28
Kentucky Trust Co
UNCHANGED70670600%$119.3K$180.2K+$60.9K2026-10-15
Piscataqua Savings Bank
DECREASED694714-20-3%$120.7K$177.2K+$56.5K2026-10-21
Vaquero Private Wealth, LTD
DECREASED694709-15-2%$119.9K$177.2K+$57.2K2026-10-27
Toth Financial Advisory Corp
UNCHANGED68268200%$115.3K$174.1K+$58.8K2026-10-08
Evermay Wealth Management LLC
UNCHANGED67067000%$113.3K$171.1K+$57.8K2026-11-05
Pension & Wealth Management Advisors, Inc.
INCREASED657100+557+557%$16.9K$168.0K+$151.1K2026-10-16
City State Bank
INCREASED651561+90+16%$94.8K$166.2K+$71.4K2026-10-20
Buck Wealth Strategies, LLC
DECREASED648741-93-13%$125.3K$165.5K+$40.2K2026-10-28
DecisionPoint Financial, LLC
INCREASED635632+3+0%$110.3K$167.8K+$57.5K2026-10-27
Kimelman & Baird, LLC
UNCHANGED62562500%$105.7K$159.6K+$53.9K2026-11-03
Southern Michigan Bank & Trust
UNCHANGED62562500%$105.7K$159.6K+$53.9K2026-10-19
Key FInancial Inc
INCREASED624615+9+1%$104.0K$159.3K+$55.3K2026-11-02
Main Street Group, LTD
UNCHANGED61661600%$104.1K$157.3K+$53.1K2026-10-28
Community Financial Services Group, LLC
INCREASED615563+52+9%$98.2K$162.5K+$64.3K2026-10-15
Bayban
UNCHANGED57657600%$97.4K$97.4K$02026-11-05
NorthAvenue LLC
UNCHANGED57557500%$97.2K$146.8K+$49.6K2026-10-29
Hager Investment Management Services, LLC
DECREASED574591-17-3%$99.9K$146.5K+$46.6K2026-11-04
West Paces Advisors Inc.
INCREASED572564+8+1%$95.3K$146.0K+$50.7K2026-10-13
JFS Wealth Advisors, LLC
UNCHANGED57257200%$96.7K$146.0K+$49.3K2026-11-03
Murphy & Mullick Capital Management Corp
UNCHANGED55755700%$94.2K$142.2K+$48.0K2026-11-02
Harbor Asset Planning, Inc.
UNCHANGED53353300%$90.2K$136.2K+$46.0K2026-10-23
Sarver Vrooman Wealth Advisors
UNCHANGED53353300%$95.0K$136.1K+$41.1K2026-10-01
Kingdom Financial Group Llc.
NEW529—+529——$135.1K—2026-11-04
Rakuten Securities, Inc.
INCREASED526265+261+98%$44.8K$134.3K+$89.5K2026-11-02
Silver Grove Financial Group, Inc.
INCREASED515500+15+3%$84.6K$131.4K+$46.8K2026-11-05
Clark Wealth Partners
DECREASED513730-217-30%$123.4K$130.9K+$7.5K2026-10-19
Physician Wealth Advisors, Inc.
INCREASED511494+17+3%$83.5K$130.6K+$47.1K2026-10-20
Flagship Wealth Advisors, LLC
UNCHANGED50050000%$84.5K$127.7K+$43.1K2026-11-03
Valley Wealth Managers, Inc.
UNCHANGED50050000%$84.5K$127.7K+$43.1K2026-10-09
Duncker Streett & Co Inc
UNCHANGED50050000%$84.5K$127.7K+$43.1K2026-10-27
Acima Private Wealth, LLC
UNCHANGED50050000%$84.5K$127.7K+$43.1K2026-10-05
Signature Equity Partners, LLC
DECREASED498633-135-21%$107.0K$127.2K+$20.2K2026-10-29
Jnba Financial Advisors
UNCHANGED48948900%$82.7K$124.8K+$42.2K2026-11-03
Livelsberger Financial Advisory
NEW466—+466——$119.0K—2026-10-28
Salomon & Ludwin, LLC
UNCHANGED45645600%$79.6K$116.4K+$36.8K2026-10-29
Fortitude Family Office, LLC
INCREASED453300+153+51%$50.7K$115.7K+$64.9K2026-10-14
Financially Speaking Inc
INCREASED441435+6+1%$79.3K$112.5K+$33.2K2026-11-05
Beacon Investment Advisory Services, Inc.
INCREASED440370+70+19%$62.5K$112.3K+$49.8K2026-10-13
Godsey & Gibb, Inc
UNCHANGED43543500%$73.5K$111.1K+$37.5K2026-10-14
First Horizon Corp
UNCHANGED40840800%$69.0K$104.2K+$35.2K2026-10-26
Balance Wealth Partners LLC
NEW398—+398——$101.6K—2026-10-27
Moisand Fitzgerald Tamayo, LLC
UNCHANGED38538500%$65.1K$98.3K+$33.2K2026-10-15
GK Wealth Management LLC
NEW384—+384——$98.2K—2026-10-09
Financial Perspectives, Inc
INCREASED36888+280+318%$14.9K$94.0K+$79.1K2026-11-03
Manchester Capital Management LLC
DECREASED367387-20-5%$65.4K$93.7K+$28.3K2026-10-22
Covestor Ltd
INCREASED363319+44+14%$54.0K$93-$53.9K2026-10-30
Team Financial Group, LLC
NEW360—+360——$91.9K—2026-10-30
Activest Wealth Management
DECREASED352353-10%$59.7K$89.9K+$30.2K2026-10-15
Evolution Wealth Management Inc.
DECREASED348439-91-21%$74.3K$88.8K+$14.5K2026-10-28
Pittenger & Anderson Inc
UNCHANGED34234200%$57.8K$87.3K+$29.5K2026-11-02
Financial Consulate, Inc
INCREASED335329+6+2%$55.6K$85.5K+$29.9K2026-10-23
Harbor Capital Advisors, Inc.
NEW330—+330——$84—2026-10-22
Dynamic Wealth Strategies, LLC
UNCHANGED33033000%$55.8K$84.3K+$28.5K2026-10-16
Guardian Partners Inc.
DECREASED325725-400-55%$122.6K$83.0K-$39.6K2026-10-21
Quaker Wealth Management, LLC
INCREASED311308+3+1%$52.1K$79.4K+$27.3K2026-10-22
Whipplewood Advisors, LLC
DECREASED300310-10-3%$52.4K$76.6K+$24.2K2026-10-20
SRH Advisors, LLC
UNCHANGED29929900%$50.5K$76.3K+$25.8K2026-10-22
Midwest Capital Advisors, LLC
INCREASED296114+182+160%$19.3K$75.6K+$56.3K2026-11-04
Bayforest Capital Ltd
NEW289—+289——$73.8K—2026-11-03
Bell Investment Advisors, Inc
DECREASED289314-25-8%$53.1K$73.8K+$20.7K2026-10-29
Morton Brown Family Wealth, LLC
UNCHANGED28928900%$48.9K$73.8K+$24.9K2026-10-23
John Boyer, Inc.
NEW287—+287——$73.4K—2026-10-27
Madden Securities Corp
NEW285—+285——$72.8K—2026-10-27
Owl Creek Wealth Partners LLC
UNCHANGED28328300%$47.8K$72.3K+$24.4K2026-10-20
Signature Resources Capital Management, LLC
INCREASED280272+8+3%$46.0K$71.5K+$25.5K2026-10-16
Country Trust Bank
INCREASED278260+18+7%$44.0K$71.0K+$27.0K2026-10-30
Steph & Co
UNCHANGED27627600%$46.7K$70.5K+$23.8K2026-10-07
Sfam, LLC
UNCHANGED26726700%$45.1K$68.2K+$23.0K2026-11-03
Barnes Dennig Private Wealth Management LLC
INCREASED265178+87+49%$30.1K$67.7K+$37.6K2026-10-30
Peterson Wealth Management
INCREASED251250+1+0%$42.3K$64.2K+$21.9K2026-11-06
Hoese & Co LLP
UNCHANGED25025000%$42.3K$63.8K+$21.6K2026-10-21
StrongBox Wealth, LLC
UNCHANGED25025000%$42.3K$63.8K+$21.6K2026-11-02
Cornerstone National Bank & Trust Co
UNCHANGED25025000%$43.6K$66.1K+$22.4K2026-10-20
Smallwood Wealth Investment Management, LLC
INCREASED249248+1+0%$41.9K$63.7K+$21.7K2026-10-30
Dorato Capital Management
UNCHANGED24524500%$46.1K$66.5K+$20.4K2026-10-08
Blue Bell Private Wealth Management, LLC
INCREASED235142+93+65%$24.0K$60.0K+$36.0K2026-10-29
Plante Moran Financial Advisors, LLC
INCREASED230142+88+62%$24.0K$58.7K+$34.7K2026-11-04
Rydar Equities, Inc.
NEW224—+224——$60.9K—2026-10-13
Ashurst Perkins Coie Trust Co
INCREASED224215+9+4%$36.3K$57.2K+$20.8K2026-10-15
Meriwether Wealth & Planning, LLC
NEW218—+218——$55.7K—2026-10-13
Bank & Trust Co
UNCHANGED21721700%$36.7K$55.4K+$18.7K2026-10-07
Wolff Wiese Magana LLC
UNCHANGED21421400%$36.2K$54.6K+$18.5K2026-10-15
Concord Wealth Partners
INCREASED212173+39+23%$29.3K$54.1K+$24.8K2026-11-02
Navigoe, LLC
INCREASED211209+2+1%$35.0K$53-$34.9K2026-11-04
Three Bridge Wealth Advisors, LLC
NEW202—+202——$51.6K—2026-11-05
GoalVest Advisory LLC
UNCHANGED20020000%$33.8K$51.1K+$17.3K2026-10-02
Coston, McIsaac & Partners
UNCHANGED20020000%$33$51.1K+$51.0K2026-11-06
Accordant Advisory Group Inc
UNCHANGED20020000%$33.8K$51.1K+$17.3K2026-10-29
New England Capital Financial Advisors LLC
DECREASED199331-132-40%$55.9K$50.8K-$5.2K2026-11-03
Lipe & Dalton
NEW190—+190——$49—2026-10-15
Global Trust Asset Management, LLC
UNCHANGED18918900%$31.9K$48.1K+$16.3K2026-10-19
Hoey Investments, Inc
UNCHANGED18418400%$31.1K$47.0K+$15.9K2026-10-29
Private Wealth Management Group, LLC
UNCHANGED18318300%$30.9K$46.7K+$15.8K2026-10-19
Joseph Group Capital Management
INCREASED182144+38+26%$24.3K$46.5K+$22.1K2026-11-04
J.Safra Asset Management Corp
UNCHANGED17817800%$30.1K$45.4K+$15.4K2026-11-03
Compass Financial Management LLC
INCREASED177157+20+13%$27.5K$45.2K+$17.7K2026-10-30
First Premier Bank
UNCHANGED17617600%$30$45+$152026-10-13
High Point Wealth Management, LLC
INCREASED175174+1+1%$29.4K$44.6K+$15.2K2026-11-05
Byrne Asset Management LLC
UNCHANGED17317300%$29.2K$45.7K+$16.5K2026-10-06
Putney Financial Group LLC
NEW170—+170——$43.4K—2026-10-30
Highline Wealth Partners LLC
INCREASED170114+56+49%$19.3K$43.3K+$23.9K2026-10-19
Mainstream Capital Management LLC
NEW168—+168——$42.9K—2026-10-23
Heritage Family Offices, LLP
NEW167—+167——$42.6K—2026-11-02
First United Bank & Trust
UNCHANGED16516500%$27.9K$42.1K+$14.2K2026-10-22
Advantage Trust Co
UNCHANGED16216200%$27.4K$41.4K+$14.0K2026-10-19
Cape Investment Advisory, Inc.
DECREASED158186-28-15%$31.4K$40.3K+$8.9K2026-10-13
AXS Investments LLC
INCREASED157156+1+1%$26.4K$40.1K+$13.7K2026-11-04
Burkett Financial Services, LLC
INCREASED155154+1+1%$26.1K$39.7K+$13.5K2026-10-01
Albion Financial Group
DECREASED153409-256-63%$69.1K$39.2K-$30.0K2026-10-21
Creative Capital Management Investments LLC
INCREASED153143+10+7%$24.2K$39.1K+$14.9K2026-10-28
Ares Financial Consulting, LLC
DECREASED153157-4-3%$26.5K$39.1K+$12.5K2026-10-19
Fairscale Capital, LLC
INCREASED153150+3+2%$25.3K$43.1K+$17.8K2026-11-04
Transce3nd, LLC
NEW150—+150——$43.5K—2026-10-26
Axiom Investment Management LLC
UNCHANGED15015000%$25.4K$38.3K+$12.9K2026-11-03
Next Level Wealth Planning, LLC
NEW141—+141——$36.0K—2026-10-29
Beacon Financial Strategies Corp
UNCHANGED13813800%$23.3K$35.2K+$11.9K2026-10-14
Bare Financial Services, Inc
INCREASED137113+24+21%$19.1K$35.0K+$15.9K2026-11-04
James T. Borello RIA
UNCHANGED13513500%$22.8K$34.5K+$11.6K2026-10-16
University of Texas S AM Investment Management Co
UNCHANGED13213200%$22.3K$33.7K+$11.4K2026-11-03
Axxion S.A.
UNCHANGED13213200%$22.3K$33.7K+$11.4K2026-10-22
Downshift Financial, LLC
UNCHANGED12712700%$21.5K$32.4K+$11.0K2026-10-13
Wilkerson Advisory Group LLC
INCREASED12481+43+53%$13.7K$31.7K+$18.0K2026-10-20
3 Factor Indexing, LLC
UNCHANGED12312300%$20.8K$31.4K+$10.6K2026-10-15
Nova Financial LLC
NEW120—+120——$30.6K—2026-11-04
Olistico Wealth, LLC
UNCHANGED11911900%$20.1K$30.4K+$10.3K2026-10-05
Richardson Capital Management LLC
UNCHANGED11511500%$19.4K$29.4K+$9.9K2026-10-23
Carolina Wealth Advisors, LLC
INCREASED11323+90+391%$3.9K$28.9K+$25.0K2026-10-23
UMB Private Wealth Management, LLC
NEW112—+112——$28.6K—2026-10-19
Roxbury Financial LLC
INCREASED111110+1+1%$18.6K$28.3K+$9.7K2026-10-01
First Community Trust NA
UNCHANGED11111100%$18.8K$28.3K+$9.6K2026-10-07
Acumen Wealth Advisors, LLC
NEW109—+109——$27.8K—2026-11-05
High Note Wealth, LLC
INCREASED10556+49+88%$9.5K$26.8K+$17.3K2026-10-27
Alpine Bank Wealth Management
INCREASED10483+21+25%$14.0K$26.6K+$12.5K2026-10-16
Barrett & Company, Inc.
UNCHANGED10010000%$16.9K$25.5K+$8.6K2026-10-22
Richardson Financial Services Inc.
INCREASED9740+57+143%$6.8K$24.8K+$18.0K2026-10-30
WPG Advisers, LLC
INCREASED9592+3+3%$15.6K$24.3K+$8.7K2026-10-27
Arlington Trust Co LLC
DECREASED94129-35-27%$21.8K$24.0K+$2.2K2026-10-20
Cedar Mountain Advisors, LLC
UNCHANGED949400%$15.9K$24.0K+$8.1K2026-10-15
Ascentis Wealth Management, LLC
NEW92—+92——$23.5K—2026-11-03
Bay Harbor Wealth Management, LLC
INCREASED9274+18+24%$12.5K$23.5K+$11.0K2026-11-03
West Branch Capital LLC
UNCHANGED929200%$15.5K$23.4K+$7.9K2026-10-20
Strengthening Families & Communities, LLC
UNCHANGED909000%$15.3K$22.9K+$7.6K2026-10-21
IAG Wealth Partners, LLC
UNCHANGED858500%$14.4K$21.7K+$7.3K2026-11-06
Latitude Advisors, LLC
NEW83—+83——$21.2K—2026-10-27
North Point Portfolio Managers Corp
NEW82—+82——$20.9K—2026-10-07
MJT & Associates Financial Advisory Group, Inc.
DECREASED8299-17-17%$16.7K$20.9K+$4.2K2026-10-07
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A.
UNCHANGED808000%$13.5K$20.4K+$6.9K2026-10-23
Reyes Financial Architecture, Inc.
NEW77—+77——$19.7K—2026-10-22
Hughes Financial Services, LLC
INCREASED7628+48+171%$4.7K$20.7K+$16.0K2026-10-30
Markowski Investments
UNCHANGED747400%$12.5K$18.9K+$6.4K2026-10-30
Hickory Point Bank & Trust
UNCHANGED747400%$12.5K$18.9K+$6.4K2026-10-01
Yankcom Partnership
UNCHANGED747400%$12.5K$18.9K+$6.4K2026-10-15
Valued Wealth Advisors LLC
INCREASED7371+2+3%$11.9K$18.7K+$6.7K2026-11-05
Elevation Wealth Partners, LLC
INCREASED7371+2+3%$12.0K$18.6K+$6.6K2026-10-07
Kelleher Financial Advisors
DECREASED72171-99-58%$28.9K$18.4K-$10.5K2026-10-30
Virginia Estate & Retirement Planning Advisors Inc.
UNCHANGED656500%$11.0K$16.6K+$5.6K2026-10-14
Atwood & Palmer Inc
UNCHANGED656500%$11.0K$16.6K+$5.6K2026-10-08
Abound Wealth Management
INCREASED6045+15+33%$7.6K$15.4K+$7.7K2026-10-26
Pacifica Partners Inc.
UNCHANGED606000%$10.6K$15.9K+$5.3K2026-10-09
Atlantic Edge Private Wealth Management, LLC
UNCHANGED606000%$10.1K$15.3K+$5.2K2026-10-20
Noble Wealth Management PBC
INCREASED5851+7+14%$8.6K$14.8K+$6.2K2026-10-01
Center for Financial Planning, Inc.
UNCHANGED575700%$9.6K$14.6K+$4.9K2026-10-26
Proathlete Wealth Management LLC
NEW56—+56——$14.3K—2026-10-15
Planning Strategies Inc.
INCREASED5553+2+4%$9.0K$14.0K+$5.1K2026-10-02
Old Second National Bank of Aurora
UNCHANGED555500%$9.3K$14.0K+$4.7K2026-10-22
Entrust Financial LLC
UNCHANGED555500%$9.2K$14.0K+$4.7K2026-11-04
Polaris Financial Partners
NEW54—+54——$14—2026-10-02
Align Financial, LLC
INCREASED5350+3+6%$8.5K$13.5K+$5.1K2026-10-16
Financial Network Wealth Advisors LLC
INCREASED5244+8+18%$7.4K$13.3K+$5.8K2026-10-28
RMG Wealth Management LLC
UNCHANGED515100%$11.5K$14.4K+$2.9K2026-10-26
Quest 10 Wealth Builders, Inc.
NEW50—+50——$12.8K—2026-11-02
Kroeger Financial Partners
UNCHANGED505000%$8.5K$12.8K+$4.3K2026-10-19
Prudent Man Investment Management, Inc.
UNCHANGED505000%$6.5K$12.8K+$6.3K2026-11-03
Marquette Asset Management, LLC
UNCHANGED464600%$7.8K$11.7K+$4.0K2026-10-09
Bradley & Co. Private Wealth Management, LLC
DECREASED4467-23-34%$11.3K$11.2K-$932026-10-23
Maryland Capital Advisors Inc.
UNCHANGED444400%$7.4K$11.2K+$3.8K2026-10-15
DeDora Capital, Inc.
NEW42—+42——$10.7K—2026-10-26
Elevated Capital Advisors, LLC
UNCHANGED404000%$6.8K$10.3K+$3.5K2026-11-04
United Financial Planning Group LLC
UNCHANGED393900%$6.6K$10.0K+$3.4K2026-11-04
Montgomery Financial Services LLC
UNCHANGED373700%$6.2K$9.5K+$3.2K2026-11-03
DiNuzzo Private Wealth, Inc.
UNCHANGED373700%$6.3K$9.4K+$3.2K2026-10-16
Essential Investment Partners LLC
NEW36—+36——$9.2K—2026-10-27
William Mack & Associates, Inc.
NEW35—+35——$8.9K—2026-10-27
POM Investment Strategies, LLC
UNCHANGED353500%$5.9K$8.9K+$3.0K2026-10-20
Fiduciary Advisors, Inc.
UNCHANGED353500%$5.9K$8.9K+$3.0K2026-10-16
Horrell Capital Management, Inc.
UNCHANGED343400%$5.7K$8.7K+$2.9K2026-10-08
Tradewinds Capital Management, LLC
UNCHANGED343400%$5.7K$8.7K+$2.9K2026-10-23
Monetary Solutions, Ltd
INCREASED3231+1+3%$5.2K$8.2K+$2.9K2026-10-22
Thompson Investment Management, Inc.
DECREASED30430-400-93%$72.7K$7.7K-$65.0K2026-10-14
First Financial Corp
DECREASED3069-39-57%$11.7K$7.7K-$4.0K2026-10-13
CGC Financial Services, LLC
UNCHANGED282800%$4.7K$7.1K+$2.4K2026-10-13
Retirement Wealth Solutions LLC
INCREASED2619+7+37%$3.2K$6.6K+$3.4K2026-10-07
KFG LLC
NEW25—+25——$6.4K—2026-11-02
Spurstone Advisory Services, LLC
UNCHANGED252500%$4.4K$6.6K+$2.2K2026-11-02
Torren Management, LLC
INCREASED2322+1+5%$3.8K$5.8K+$2.0K2026-10-29
Bfsg, LLC
UNCHANGED202000%$3.4K$5.1K+$1.7K2026-10-30
IMG Wealth Management, Inc.
UNCHANGED171700%$2.9K$4.3K+$1.5K2026-10-27
Sunrise Financial Services, LLC
UNCHANGED161600%$2.7K$4.1K+$1.4K2026-10-21
Washington Trust Advisors, Inc.
UNCHANGED161600%$2.7K$4.1K+$1.4K2026-10-22
Dhjj Financial Advisors, Ltd.
UNCHANGED141400%$2.4K$3.6K+$1.2K2026-10-23
Davis Capital Management
INCREASED1310+3+30%$1.7K$3.3K+$1.6K2026-10-08
Winthrop Capital Management, LLC
UNCHANGED131300%$2$3.3K+$3.3K2026-11-05
Maseco LLP
NEW12—+12——$3.1K—2026-10-27
Aspect Partners, LLC
INCREASED1210+2+20%$1.7K$3.1K+$1.4K2026-10-20
Fortis Group Advisors, LLC
UNCHANGED111100%$1.9K$2.8K+$9482026-11-06
Advocate Investing Services LLC
UNCHANGED111100%$1.9K$2.8K+$9482026-10-26
Canton Hathaway, LLC
NEW8—+8——$2.0K—2026-10-23
PayPay Securities Corp
DECREASED89-1-11%$1.5K$2.0K+$5212026-10-27
Kings Path Partners LLC
UNCHANGED8800%$1.4K$2.0K+$6902026-10-21
Breakwater Investment Management
INCREASED74+3+75%$677$1.8K+$1.1K2026-10-20
Mascoma Wealth Management LLC
UNCHANGED6600%$1.0K$1.5K+$5182026-10-23
Trifecta Capital Advisors, LLC
UNCHANGED5500%$846$1.3K+$4312026-10-21
Nvest Wealth Strategies, Inc.
INCREASED42+2+100%$339$1.0K+$6832026-10-14
Friedenthal Financial
UNCHANGED4400%$646$980+$3342026-10-27
Mosley Wealth Management
UNCHANGED2200%$338$578+$2402026-10-16
Gilpin Wealth Management, LLC
NEW1—+1——$256—2026-10-09
St. Johns Investment Management Company, LLC
UNCHANGED1100%$169$255+$862026-10-30
Agman Capital LLC
CLOSED0183,634-183,634-100%$3.2M$0-$3.2M2026-10-29
Altrius Capital Management Inc
CLOSED038,879-38,879-100%$6.6M$0-$6.6M2026-11-05
Smith Group Asset Management, LLC
CLOSED010,154-10,154-100%$1.7M$0-$1.7M2026-10-27
Bellecapital International Ltd.
CLOSED09,091-9,091-100%$1.5M$0-$1.5M2026-10-21
Abundance Wealth Counselors
CLOSED05,606-5,606-100%$947.7K$0-$947.7K2026-10-26
Imc-Chicago, LLC
CLOSED05,384-5,384-100%$910.2K$0-$910.2K2026-11-05
Nippon Life Global Investors Americas, Inc.
CLOSED04,320-4,320-100%$730.3K$0-$730.3K2026-10-29
Cookson Peirce & Co Inc
CLOSED03,512-3,512-100%$593.7K$0-$593.7K2026-10-30
Ballew Advisors, Inc
CLOSED03,456-3,456-100%$609.8K$0-$609.8K2026-10-05
Waycross Partners, LLC
CLOSED02,965-2,965-100%$501.2K$0-$501.2K2026-11-03
Seamount Financial Group Inc
CLOSED02,602-2,602-100%$439.9K$0-$439.9K2026-10-21
R Squared Ltd
CLOSED02,076-2,076-100%$350.9K$0-$350.9K2026-11-06
Teza Capital Management LLC
CLOSED02,032-2,032-100%$343.5K$0-$343.5K2026-10-23
Wellington Shields & Co., LLC
CLOSED01,832-1,832-100%$309.7K$0-$309.7K2026-11-03
Schear Investment Advisers, LLC
CLOSED01,626-1,626-100%$274.9K$0-$274.9K2026-10-14
Saxon Interests, Inc.
CLOSED01,475-1,475-100%$249.3K$0-$249.3K2026-10-26
Wellington Shields Capital Management, LLC
CLOSED01,292-1,292-100%$218.4K$0-$218.4K2026-11-03
Paragon Private Wealth Management, LLC
CLOSED01,270-1,270-100%$214.6K$0-$214.6K2026-10-20
Able Financial Group, LLC
CLOSED01,186-1,186-100%$200.5K$0-$200.5K2026-10-14
Scarborough Advisors, LLC
CLOSED01,132-1,132-100%$203.2K$0-$203.2K2026-10-16
Catalyst Capital Advisors LLC
CLOSED0468-468-100%$79.1K$0-$79.1K2026-11-02
Summit Securities Group LLC
CLOSED0373-373-100%$63.1K$0-$63.1K2026-11-05
Evolution Advisers, Inc.
CLOSED0355-355-100%$60.0K$0-$60.0K2026-11-06
Tsfg, LLC
CLOSED0273-273-100%$46.0K$0-$46.0K2026-10-23
Gill Capital Partners, LLC
CLOSED0271-271-100%$45.8K$0-$45.8K2026-10-13
Stone House Investment Management, LLC
CLOSED0261-261-100%$44.0K$0-$44.0K2026-10-23
Founders Capital Management
CLOSED0215-215-100%$36.3K$0-$36.3K2026-10-13
Cornerstone Planning Group LLC
CLOSED0210-210-100%$44.4K$0-$44.4K2026-10-16
Robinswood Financial LLC
CLOSED0200-200-100%$33.8K$0-$33.8K2026-10-20
Commonwealth Retirement Investments LLC
CLOSED0172-172-100%$29.1K$0-$29.1K2026-10-26
Wellington Grp LLC
CLOSED0168-168-100%$30.6K$0-$30.6K2026-11-06
Arvest Investments, Inc.
CLOSED0117-117-100%$19.8K$0-$19.8K2026-10-21
First Pacific Financial
CLOSED0110-110-100%$18.6K$0-$18.6K2026-10-14
LifeSteps Financial, Inc.
CLOSED0100-100-100%$16.9K$0-$16.9K2026-10-15
Western Pacific Wealth Management, LP
CLOSED095-95-100%$16.1K$0-$16.1K2026-10-16
Horizon Financial Services, LLC
CLOSED028-28-100%$4.7K$0-$4.7K2026-11-04
Bullseye Investment Management, LLC
CLOSED025-25-100%$4.2K$0-$4.2K2026-10-29
Decker Retirement Planning Inc.
CLOSED08-8-100%$1.4K$0-$1.4K2026-10-19
Halbert Hargrove Global Advisors, LLC
CLOSED06-6-100%$949$0-$9492026-10-16
Spectrum Wealth Advisory Group, LLC
CLOSED05-5-100%$851$0-$8512026-10-29
Prairie Wealth Advisors, Inc.
UNCHANGED000—$210.5K$357.4K+$147.0K2026-10-29
BlackRock, Inc.
N/A—34,112,861-34,112,861-100%$5.8B———
Vanguard Capital Management LLC
N/A—26,183,335-26,183,335-100%$4.4B———
State Street Corp
N/A—26,044,694-26,044,694-100%$4.4B———
Vanguard Portfolio Management LLC
N/A—22,214,319-22,214,319-100%$3.8B———
Elliott Investment Management L.P.A
N/A—19,251,000-19,251,000-100%$3.3B———
Wells Fargo & Company
N/A—12,479,393-12,479,393-100%$2.1B———
Morgan Stanley
N/A—7,206,592-7,206,592-100%$1.2B———
Goldman Sachs Group Inc
N/A—5,613,271-5,613,271-100%$948.9M———
AQR Capital Management LLC
N/A—4,489,507-4,489,507-100%$759.0M———
Norges Bank
N/A—4,164,661-4,164,661-100%$704.0M———
Charles Schwab Investment Management Inc
N/A—4,088,240-4,088,240-100%$691.1M———
Price T Rowe Associates Inc
N/A—3,795,912-3,795,912-100%$641.7M———
Invesco Ltd.
N/A—3,741,815-3,741,815-100%$632.6M———
FMR LLC
N/A—3,728,108-3,728,108-100%$630.2M———
Northern Trust Corp
N/A—3,584,780-3,584,780-100%$606.0M———
Bank of America Corp
N/A—2,780,067-2,780,067-100%$470.0M———
UBS Group AG
N/A—2,400,725-2,400,725-100%$405.8M———
UBS Asset Management Americas LLC
N/A—2,361,396-2,361,396-100%$399.2M———
Vanguard Fiduciary Trust Co
N/A—2,254,520-2,254,520-100%$381.1M———
JPMorgan Chase & Co
N/A—1,934,094-1,934,094-100%$336.6M———
Legal & General Group Plc
N/A—1,796,203-1,796,203-100%$303.6M———
Harris Associates L P
N/A—1,757,891-1,757,891-100%$297.2M———
Nuveen, LLC
N/A—1,736,076-1,736,076-100%$293.5M———
Boston Partners
N/A—1,690,972-1,690,972-100%$286.1M———
Neuberger Berman Group LLC
N/A—1,547,269-1,547,269-100%$262.1M———
Royal Bank of Canada
N/A—1,426,974-1,426,974-100%$241.2M———
Raymond James Financial Inc
N/A—1,385,609-1,385,609-100%$234.2M———
Citadel Advisors LLC
N/A—1,363,770-1,363,770-100%$230.5M———
HSBC Holdings PLC
N/A—1,338,613-1,338,613-100%$227.9M———
Mariner, LLC
N/A—1,311,840-1,311,840-100%$221.8M———
LOS Angeles Capital Management LLC
N/A—1,248,269-1,248,269-100%$211.0M———
Arrowstreet Capital, Limited Partnership
N/A—1,193,125-1,193,125-100%$201.7M———
Wellington Management Group LLP
N/A—1,178,961-1,178,961-100%$199.3M———
Swiss National Bank
N/A—1,130,950-1,130,950-100%$191.2M———
Victory Capital Management Inc
N/A—1,103,316-1,103,316-100%$186.5M———
Marshall Wace, LLP
N/A—1,086,732-1,086,732-100%$183.7M———
Envestnet Asset Management Inc
N/A—1,008,833-1,008,833-100%$170.5M———
Merewether Investment Management, LP
N/A—967,351-967,351-100%$163.5M———
Jacobs Levy Equity Management, Inc
N/A—945,251-945,251-100%$159.8M———
Qube Research & Technologies Ltd
N/A—943,033-943,033-100%$159.4M———
Vanguard Global Advisers, LLC
N/A—891,113-891,113-100%$150.6M———
Vanguard Asset Management, Ltd
N/A—863,553-863,553-100%$146.0M———
Ameriprise Financial Inc
N/A—829,621-829,621-100%$140.2M———
NewEdge Advisors, LLC
N/A—823,275-823,275-100%$139.2M———
BNP Paribas Financial Markets
N/A—821,974-821,974-100%$139.0M———
Canada Pension Plan Investment Board
N/A—760,293-760,293-100%$128.5M———
Rhumbline Advisers
N/A—736,736-736,736-100%$124.5M———
National Pension Service
N/A—732,811-732,811-100%$123.9M———
California Public Employees Retirement System
N/A—725,889-725,889-100%$122.7M———
Bank of Montreal
N/A—690,089-690,089-100%$116.7M———
Barrow Hanley Mewhinney & Strauss LLC
N/A—656,397-656,397-100%$111.0M———
Franklin Resources Inc
N/A—645,982-645,982-100%$109.2M———
Point72 Asset Management, L.P.
N/A—632,300-632,300-100%$106.9M———
California State Teachers Retirement System
N/A—627,773-627,773-100%$106.1M———
National Bank of Canada
N/A—611,599-611,599-100%$103.4M———
Adage Capital Partners GP, L.L.C.
N/A—572,301-572,301-100%$96.7M———
Alliancebernstein L.P.
N/A—570,173-570,173-100%$103.9M———
Focus Partners Wealth
N/A—566,960-566,960-100%$95.8M———
Two Sigma Investments, LP
N/A—550,361-550,361-100%$93.0M———
Squarepoint Ops LLC
N/A—542,563-542,563-100%$91.7M———
Jane Street Group, LLC
N/A—517,595-517,595-100%$87.5M———
Acadian Asset Management LLC
N/A—502,791-502,791-100%$85.0M———
M&T Bank Corp
N/A—470,824-470,824-100%$79.6M———
SG Americas Securities, LLC
N/A—469,325-469,325-100%$79.3M———
Millennium Management LLC
N/A—462,062-462,062-100%$78.1M———
American Century Companies Inc
N/A—453,394-453,394-100%$76.6M———
Fayez Sarofim & Co
N/A—429,784-429,784-100%$72.7M———
Federated Hermes, Inc.
N/A—425,101-425,101-100%$71.9M———
Recurrent Investment Advisors LLC
N/A—403,016-403,016-100%$68.1M———
TD Asset Management Inc
N/A—399,740-399,740-100%$67.6M———
Aviva PLC
N/A—391,997-391,997-100%$66.3M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—354,166-354,166-100%$59.9M———
Quantinno Capital Management LP
N/A—347,169-347,169-100%$58.7M———
Alyeska Investment Group, L.P.
N/A—345,112-345,112-100%$58.3M———
State Board of Administration of Florida Retirement System
N/A—344,136-344,136-100%$58.2M———
HighTower Advisors, LLC
N/A—337,441-337,441-100%$57.0M———
Empower Advisory Group, LLC
N/A—335,903-335,903-100%$56.8M———
Capitolis Liquid Global Markets LLC
N/A—317,000-317,000-100%$53.6M———
RNC Capital Management LLC
N/A—315,716-315,716-100%$53.4M———
Davis R M Inc
N/A—313,812-313,812-100%$53.0M———
First Trust Advisors LP
N/A—313,477-313,477-100%$53.0M———
Walleye Capital LLC
N/A—312,437-312,437-100%$52.8M———
Prudential Financial Inc
N/A—297,358-297,358-100%$50.3M———
SEI Investments Co
N/A—296,806-296,806-100%$50.2M———
Zurich Insurance Group Ltd
N/A—289,016-289,016-100%$48.9M———
&partners
N/A—283,968-283,968-100%$48.0M———
Teacher Retirement System of Texas
N/A—278,722-278,722-100%$47.1M———
Panagora Asset Management Inc
N/A—276,908-276,908-100%$46.8M———
Massachusetts Financial Services Co
N/A—274,797-274,797-100%$46.5M———
IEQ Capital, LLC
N/A—262,569-262,569-100%$44.4M———
Manufacturers Life Insurance Company, the
N/A—262,251-262,251-100%$44.3M———
Cetera Investment Advisers
N/A—254,943-254,943-100%$43.1M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—254,110-254,110-100%$42.9M———
Stifel Financial Corp
N/A—250,347-250,347-100%$42.3M———
Tudor Investment Corp ET AL
N/A—236,629-236,629-100%$40.0M———
Janney Montgomery Scott LLC
N/A—234,191-234,191-100%$39.6M———
Canada Life Assurance Co
N/A—230,620-230,620-100%$38.9M———
Korea Investment Corp
N/A—229,514-229,514-100%$38.8M———
Cerity Partners LLC
N/A—224,298-224,298-100%$37.9M———
Osaic Holdings, Inc.
N/A—223,910-223,910-100%$37.9M———
State of Wisconsin Investment Board
N/A—221,794-221,794-100%$37.5M———
CIBC World Market Inc.
N/A—220,295-220,295-100%$37.2M———
Blair William & Co
N/A—204,103-204,103-100%$34.5M———
Mitsubishi UFJ Trust & Banking Corp
N/A—202,921-202,921-100%$34.3M———
Natixis Advisors, LLC
N/A—201,448-201,448-100%$34.1M———
Chevy Chase Trust Holdings, LLC
N/A—196,117-196,117-100%$33.2M———
Allianz Asset Management GmbH
N/A—192,815-192,815-100%$32.6M———
Vanguard Investments Australia, Ltd.
N/A—192,014-192,014-100%$32.5M———
O'shaughnessy Asset Management, LLC
N/A—191,754-191,754-100%$32.4M———
MML Investors Services, LLC
N/A—190,233-190,233-100%$32.2M———
NFJ Investment Group, LLC
N/A—189,084-189,084-100%$32.0M———
Glenmede Trust Co NA
N/A—180,600-180,600-100%$30.5M———
Empowered Funds, LLC
N/A—179,617-179,617-100%$30.4M———
Public Employees Retirement System of Ohio
N/A—173,128-173,128-100%$29.3M———
Steward Partners Investment Advisory, LLC
N/A—171,711-171,711-100%$29.0M———
Treasurer of the State of North Carolina
N/A—170,779-170,779-100%$28.9M———
CIBC Bancorp USA Inc.
N/A—169,854-169,854-100%$28.7M———
Freestone Grove Partners LP
N/A—168,126-168,126-100%$28.4M———
New York State Common Retirement Fund
N/A—165,500-165,500-100%$28.0M———
Royal London Asset Management LTD
N/A—164,804-164,804-100%$27.9M———
Susquehanna International Group, LLP
N/A—158,838-158,838-100%$26.9M———
Mercer Global Advisors Inc
N/A—154,232-154,232-100%$26.1M———
Nomura Asset Management Co LTD
N/A—151,112-151,112-100%$25.5M———
Captrust Financial Advisors
N/A—150,014-150,014-100%$25.4M———
Empyrean Capital Partners, LP
N/A—149,600-149,600-100%$25.3M———
Rockefeller Capital Management L.P.
N/A—141,072-141,072-100%$23.8M———
Martingale Asset Management L P
N/A—133,283-133,283-100%$22.5M———
Cohen & Steers, Inc.
N/A—130,387-130,387-100%$22.0M———
Credit Agricole S A
N/A—127,795-127,795-100%$21.6M———
Bridgewater Associates, LP
N/A—125,491-125,491-100%$21.2M———
Encompass Capital Advisors LLC
N/A—124,833-124,833-100%$21.1M———
State of Tennessee, Department of Treasury
N/A—124,000-124,000-100%$21.0M———
AustralianSuper Pty Ltd
N/A—122,998-122,998-100%$20.8M———
Toronto Dominion Bank
N/A—121,662-121,662-100%$20.6M———
Gabelli Funds LLC
N/A—118,100-118,100-100%$20.0M———
Baird Financial Group, Inc.
N/A—117,597-117,597-100%$19.9M———
Resona Asset Management Co.,Ltd.
N/A—116,844-116,844-100%$19.9M———
Hikari Tsushin, Inc.
N/A—114,729-114,729-100%$19.4M———
Energy Income Partners, LLC
N/A—114,652-114,652-100%$19.4M———
Public Sector Pension Investment Board
N/A—114,480-114,480-100%$19.4M———
Zacks Investment Management
N/A—110,693-110,693-100%$18.7M———
Bollard Group LLC
N/A—109,875-109,875-100%$18.6M———
Jones Financial Companies Lllp
N/A—109,245-109,245-100%$18.7M———
BNP Paribas Asset Management Holding S.A.
N/A—108,973-108,973-100%$18.4M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—108,933-108,933-100%$18.4M———
Ceredex Value Advisors LLC
N/A—107,700-107,700-100%$18.2M———
Hamilton Capital Partners Inc.
N/A—107,262-107,262-100%$18.1M———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—98,685-98,685-100%$16.7M———
Jain Global LLC
N/A—97,615-97,615-100%$16.5M———
Rafferty Asset Management, LLC
N/A—96,951-96,951-100%$16.4M———
Voya Investment Management LLC
N/A—95,789-95,789-100%$16.2M———
DnB Asset Management AS
N/A—95,532-95,532-100%$16.1M———
MetLife Investment Management, LLC
N/A—92,687-92,687-100%$15.7M———
Van Eck Associates Corp
N/A—90,926-90,926-100%$15.4M———
Schwerin Boyle Capital Management Inc
N/A—89,788-89,788-100%$15.2M———
Woodline Partners LP
N/A—87,512-87,512-100%$14.8M———
Ensign Peak Advisors, Inc
N/A—87,394-87,394-100%$14.8M———
Aventail Capital Group, LP
N/A—86,188-86,188-100%$14.6M———
ExodusPoint Capital Management, LP
N/A—84,917-84,917-100%$14.4M———
Advisory Services Network, LLC
N/A—82,580-82,580-100%$14.0M———
Advisors Capital Management, LLC
N/A—81,597-81,597-100%$13.8M———
Sanctuary Advisors, LLC
N/A—81,320-81,320-100%$13.7M———
Gotham Asset Management, LLC
N/A—81,042-81,042-100%$13.7M———
Tortoise Capital Advisors, L.L.C.
N/A—79,224-79,224-100%$13.4M———
Quadrature Capital Ltd
N/A—79,009-79,009-100%$13.4M———
Aquatic Capital Management LLC
N/A—77,403-77,403-100%$13.1M———
Marco Investment Management LLC
N/A—75,961-75,961-100%$12.8M———
Vanguard Personalized Indexing Management, LLC
N/A—75,670-75,670-100%$12.8M———
Wealthfront Advisers LLC
N/A—75,124-75,124-100%$12.7M———
Sagefield Capital LP
N/A—74,852-74,852-100%$12.7M———
Simmons Bank
N/A—73,577-73,577-100%$12.4M———
Brown Advisory Inc
N/A—73,391-73,391-100%$12.4M———
Guggenheim Capital LLC
N/A—72,309-72,309-100%$12.2M———
Trexquant Investment LP
N/A—70,428-70,428-100%$11.9M———
Nomura Asset Management International Inc.
N/A—69,865-69,865-100%$11.8M———
ING Groep NV
N/A—69,596-69,596-100%$11.8M———
Pathstone Holdings, LLC
N/A—68,389-68,389-100%$11.6M———
XTX Topco Ltd
N/A—67,882-67,882-100%$11.5M———
Macquarie Group LTD
N/A—67,311-67,311-100%$11.4M———
MAI Capital Management
N/A—66,840-66,840-100%$11.3M———
Osborne Partners Capital Management, LLC
N/A—65,747-65,747-100%$11.1M———
First Manhattan Co. Llc.
N/A—64,125-64,125-100%$10.8M———
Arax Advisory Partners
N/A—63,441-63,441-100%$10.7M———
Rothschild Investment LLC
N/A—63,281-63,281-100%$10.7M———
Advisors Asset Management, Inc.
N/A—60,896-60,896-100%$10.3M———
Utah Retirement Systems
N/A—60,871-60,871-100%$10.3M———
Worldquant Millennium Advisors LLC
N/A—60,523-60,523-100%$10.2M———
British Columbia Investment Management Corp
N/A—60,221-60,221-100%$10.2M———
Police & Firemen's Retirement System of New Jersey
N/A—60,008-60,008-100%$10.1M———
Ilmarinen Mutual Pension Insurance Co
N/A—60,000-60,000-100%$10.1M———
Navellier & Associates Inc
N/A—59,960-59,960-100%$10.1M———
Hudson Bay Capital Management LP
N/A—57,418-57,418-100%$9.7M———
Sienna Gestion
N/A—57,230-57,230-100%$10.1M———
Edgestream Partners, L.P.
N/A—57,055-57,055-100%$9.6M———
QRG Capital Management, Inc.
N/A—55,595-55,595-100%$9.4M———
Carlson Capital, L.P.
N/A—55,375-55,375-100%$9.4M———
Nissay Asset Management Corp N
N/A—53,639-53,639-100%$9.1M———
Skba Capital Management LLC
N/A—52,845-52,845-100%$8.9M———
Winton Group Ltd
N/A—52,543-52,543-100%$8.9M———
Man Group plc
N/A—52,190-52,190-100%$8.8M———
Commerce Bank
N/A—51,744-51,744-100%$8.7M———
Bank of Nova Scotia
N/A—51,322-51,322-100%$8.7M———
Public Employees Retirement Association of Colorado
N/A—51,126-51,126-100%$8.6M———
Federation des caisses Desjardins du Quebec
N/A—50,510-50,510-100%$8.5M———
RBF Capital, LLC
N/A—50,000-50,000-100%$8.5M———
Teachers Retirement System of the State of Kentucky
N/A—49,059-49,059-100%$8.3M———
VAN Lanschot Kempen Investment Management N.V.
N/A—48,890-48,890-100%$8.3M———
Aptus Capital Advisors, LLC
N/A—48,354-48,354-100%$8.2M———
Leavell Investment Management, Inc.
N/A—48,112-48,112-100%$8.1M———
Disciplined Investments, LLC
N/A—47,936-47,936-100%$8.1M———
Engineers Gate Manager LP
N/A—47,859-47,859-100%$8.1M———
USS Investment Management Ltd
N/A—47,855-47,855-100%$8.1M———
Intech Investment Management LLC
N/A—47,311-47,311-100%$8.0M———
Trajan Wealth LLC
N/A—47,199-47,199-100%$8.0M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—47,194-47,194-100%$8.0M———
Beacon Pointe Advisors, LLC
N/A—47,011-47,011-100%$7.9M———
Graham Capital Management, L.P.
N/A—46,428-46,428-100%$7.8M———
Nomura Holdings Inc
N/A—43,805-43,805-100%$7.4M———
Kingsview Wealth Management, LLC
N/A—43,343-43,343-100%$7.3M———
Hite Hedge Asset Management LLC
N/A—43,113-43,113-100%$7.3M———
AlTi Global, Inc.
N/A—42,506-42,506-100%$7.2M———
Icon Advisers Inc
N/A—42,417-42,417-100%$7.2M———
Sovereign Investment Advisors, LLC
N/A—42,129-42,129-100%$7.1M———
Qsemble Capital Management, LP
N/A—41,951-41,951-100%$7.1M———
Atlantic Union Bankshares Corp
N/A—41,769-41,769-100%$7.1M———
Arkadios Wealth Advisors
N/A—41,098-41,098-100%$6.9M———
Coldstream Capital Management Inc
N/A—40,911-40,911-100%$6.9M———
Rodgers Brothers Inc.
N/A—40,548-40,548-100%$6.9M———
Heritage Trust Co
N/A—40,526-40,526-100%$6.9M———
Waverly Advisors, LLC
N/A—40,457-40,457-100%$6.8M———
Texas Yale Capital Corp.
N/A—40,323-40,323-100%$6.8M———
Alley Investment Management Company, LLC
N/A—39,713-39,713-100%$6.7M———
Sequoia Financial Advisors, LLC
N/A—39,247-39,247-100%$6.6M———
Jupiter Topco LLC
N/A—38,743-38,743-100%$6.5M———
MidFirst Bank
N/A—38,348-38,348-100%$6.5M———
Huntington National Bank
N/A—37,951-37,951-100%$6.4M———
Elo Mutual Pension Insurance Co
N/A—36,201-36,201-100%$6.1M———
Northwestern Mutual Wealth Management Co
N/A—35,789-35,789-100%$6.1M———
Mufg Securities Emea plc
N/A—35,693-35,693-100%$6.0M———
Pinnacle Financial Partners, Inc.
N/A—35,628-35,628-100%$6.0M———
United Capital Financial Advisors, LLC
N/A—35,317-35,317-100%$6.0M———
Entropy Technologies, LP
N/A—34,912-34,912-100%$5.9M———
Dakota Wealth Management
N/A—34,804-34,804-100%$5.9M———
Independent Advisor Alliance
N/A—34,704-34,704-100%$5.9M———
Cary Street Partners Financial LLC
N/A—33,930-33,930-100%$5.7M———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—33,887-33,887-100%$5.7M———
FIL Ltd
N/A—33,822-33,822-100%$5.7M———
Ancora Advisors LLCA
N/A—33,814-33,814-100%$5.7M———
Omers Administration Corp
N/A—33,427-33,427-100%$5.7M———
BTC Capital Management, Inc.
N/A—32,961-32,961-100%$5.6M———
Tidal Investments LLC
N/A—32,674-32,674-100%$5.5M———
Allstate Corp
N/A—32,106-32,106-100%$5.4M———
Colonial Trust Advisors
N/A—31,635-31,635-100%$5.3M———
Composition Wealth, LLC
N/A—31,592-31,592-100%$5.3M———
Mizuho Securities USA LLC
N/A—31,389-31,389-100%$5.3M———
Gladstone Institutional Advisory LLC
N/A—31,383-31,383-100%$5.3M———
Canada Post Corp Registered Pension Plan
N/A—31,057-31,057-100%$5.3M———
Focus Partners Advisor Solutions, LLC
N/A—30,361-30,361-100%$5.1M———
Pacer Advisors, Inc.
N/A—30,008-30,008-100%$5.1M———
Verition Fund Management LLC
N/A—29,304-29,304-100%$5.0M———
Private Advisor Group, LLC
N/A—29,249-29,249-100%$4.9M———
Norinchukin Bank, The
N/A—28,984-28,984-100%$4.9M———
OneDigital Investment Advisors LLC
N/A—28,469-28,469-100%$4.8M———
Saudi Central Bank
N/A—28,069-28,069-100%$4.7M———
Colonial Trust Co / SC
N/A—26,644-26,644-100%$4.5M———
HM Payson & Co
N/A—26,440-26,440-100%$4.5M———
First Financial Bankshares Inc
N/A—26,396-26,396-100%$4.5M———
Benjamin Edwards Inc
N/A—26,111-26,111-100%$4.4M———
Quantbot Technologies LP
N/A—26,093-26,093-100%$4.4M———
Westwood Holdings Group Inc
N/A—25,906-25,906-100%$4.4M———
Summit Trail Advisors, LLC
N/A—25,770-25,770-100%$4.4M———
Bleakley Financial Group, LLC
N/A—25,546-25,546-100%$4.3M———
Investment Management Corp of Ontario
N/A—25,535-25,535-100%$4.3M———
Kentucky Retirement Systems
N/A—25,441-25,441-100%$4.3M———
Schroder Investment Management Group
N/A—25,021-25,021-100%$4.2M———
Metis Global Partners, LLC
N/A—24,328-24,328-100%$4.1M———
Orion Porfolio Solutions, LLC
N/A—24,008-24,008-100%$4.1M———
CCM Investment Advisers LLC
N/A—23,702-23,702-100%$4.0M———
Sciencast Management LP
N/A—23,610-23,610-100%$4.0M———
Johnson Investment Counsel Inc
N/A—23,545-23,545-100%$4.0M———
Mubadala Investment Co Pjsc
N/A—23,405-23,405-100%$4.0M———
Brevan Howard Capital Management LP
N/A—23,372-23,372-100%$4.0M———
EP Wealth Advisors, LLC
N/A—22,857-22,857-100%$3.9M———
New Age Alpha Advisors, LLC
N/A—22,447-22,447-100%$3.8M———
Vident Advisory, LLC
N/A—22,352-22,352-100%$3.8M———
Wisconsin Capital Management LLC
N/A—21,909-21,909-100%$3.7M———
Cheviot Value Management, LLC
N/A—21,875-21,875-100%$3.7M———
Tocqueville Asset Management L.P.
N/A—21,777-21,777-100%$3.7M———
DCM Advisors, LLC
N/A—21,757-21,757-100%$3.7M———
Integrated Wealth Concepts LLC
N/A—21,352-21,352-100%$3.6M———
Polymer Capital Management (US) LLC
N/A—21,157-21,157-100%$3.6M———
Quotient Wealth Partners, LLC
N/A—21,077-21,077-100%$3.6M———
Equitable Holdings, Inc.
N/A—20,976-20,976-100%$3.5M———
Ameritas Investment Partners, Inc.
N/A—20,673-20,673-100%$3.5M———
CreativeOne Wealth, LLC
N/A—20,615-20,615-100%$3.5M———
Bank OZK
N/A—20,334-20,334-100%$3.4M———
First National Bank of Omaha
N/A—20,290-20,290-100%$3.5M———
Schonfeld Strategic Advisors LLC
N/A—19,761-19,761-100%$3.3M———
German American Bancorp, Inc.
N/A—19,720-19,720-100%$3.3M———
Legato Capital Management LLC
N/A—19,681-19,681-100%$3.3M———
J. Goldman & Co LP
N/A—19,663-19,663-100%$3.3M———
Ramirez Asset Management, Inc.
N/A—19,405-19,405-100%$3.3M———
Becker Capital Management Inc
N/A—19,043-19,043-100%$3.2M———
Silvercrest Asset Management Group LLC
N/A—18,724-18,724-100%$3.2M———
Geneos Wealth Management Inc.
N/A—18,422-18,422-100%$3.1M———
Mediolanum International Funds Ltd
N/A—18,382-18,382-100%$3.2M———
Laird Norton Wetherby Trust Company, LLC
N/A—17,789-17,789-100%$3.0M———
Bartlett & Co. Wealth Management LLC
N/A—17,768-17,768-100%$3.0M———
Caprock Group, LLC
N/A—17,508-17,508-100%$3.0M———
Stratos Wealth Partners, Ltd.
N/A—17,499-17,499-100%$3.0M———
Mutual Advisors, LLC
N/A—17,281-17,281-100%$2.9M———
Daiichi Life Insurance Co., Ltd.
N/A—17,016-17,016-100%$2.9M———
Opus Investment Management Inc
N/A—16,900-16,900-100%$2.9M———
Cresset Asset Management, LLC
N/A—16,577-16,577-100%$2.8M———
Envestnet Portfolio Solutions, Inc.
N/A—16,403-16,403-100%$2.8M———
Foundations Investment Advisors, LLC
N/A—16,236-16,236-100%$2.7M———
IHT Wealth Management, LLC
N/A—16,201-16,201-100%$2.7M———
Auxier Asset Management LLC
N/A—16,174-16,174-100%$2.7M———
Capital Advisors Inc
N/A—16,130-16,130-100%$2.7M———
Banque Cantonale Vaudoise
N/A—16,082-16,082-100%$2.7M———
Stock Yards Bank & Trust Co
N/A—15,864-15,864-100%$2.7M———
Vestmark Advisory Solutions, Inc.
N/A—15,805-15,805-100%$2.7M———
Summit Financial, LLC
N/A—15,563-15,563-100%$2.6M———
Transcend Capital Advisors, LLC
N/A—15,463-15,463-100%$2.6M———
Empirical Finance, LLC
N/A—15,385-15,385-100%$2.6M———
Partners Capital Investment Group, LLP
N/A—15,360-15,360-100%$2.6M———
Flputnam Investment Management Co
N/A—15,288-15,288-100%$2.6M———
Western Wealth Management, LLC
N/A—15,166-15,166-100%$2.6M———
AE Wealth Management LLC
N/A—15,102-15,102-100%$2.6M———
Lighthouse Investment Partners, LLC
N/A—15,097-15,097-100%$2.6M———
Horizon Investments, LLC
N/A—15,090-15,090-100%$2.6M———
Great Valley Advisor Group, Inc.
N/A—14,955-14,955-100%$2.5M———
Stephens Inc
N/A—14,776-14,776-100%$2.5M———
SouthState Bank Corp
N/A—14,700-14,700-100%$2.5M———
Dark Forest Capital Management LP
N/A—14,517-14,517-100%$2.5M———
Campbell & Co Investment Adviser LLC
N/A—14,350-14,350-100%$2.4M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—14,059-14,059-100%$2.4M———
Harvest Portfolios Group Inc.
N/A—14,025-14,025-100%$2.4M———
Bessemer Group Inc
N/A—13,995-13,995-100%$2.3M———
First National Advisers, LLC
N/A—13,775-13,775-100%$2.3M———
Infrastructure Capital Advisors, LLC
N/A—13,737-13,737-100%$2.3M———
Logan Capital Management Inc
N/A—13,715-13,715-100%$2.3M———
Gamco Investors, Inc. ET AL
N/A—13,583-13,583-100%$2.3M———
Paragon Capital Management LLC
N/A—13,327-13,327-100%$2.3M———
Haverford Trust Co
N/A—13,158-13,158-100%$2.2M———
PFG Investments, LLC
N/A—12,942-12,942-100%$2.2M———
Northwestern Mutual Investment Management Company, LLC
N/A—12,855-12,855-100%$2.2M———
Sivia Capital Partners, LLC
N/A—12,829-12,829-100%$2.2M———
Twin Capital Management Inc
N/A—12,805-12,805-100%$2.2M———
Rowlandmiller & Partners.adv
N/A—12,788-12,788-100%$2.2M———
Longaeva Partners L.P.
N/A—12,619-12,619-100%$2.1M———
AR Asset Management Inc
N/A—12,600-12,600-100%$2.1M———
CI Investments Inc.
N/A—12,538-12,538-100%$2.1M———
Bull Harbor Capital LLC
N/A—12,532-12,532-100%$2.1M———
Meeder Advisory Services, Inc.
N/A—12,488-12,488-100%$2.1M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—12,398-12,398-100%$2.1M———
Hancock Whitney Corp
N/A—12,265-12,265-100%$2.1M———
Mufg Securities Americas Inc.
N/A—12,076-12,076-100%$2.0M———
Counterweight Ventures, LLC
N/A—12,076-12,076-100%$2.0M———
Dockside LLC
N/A—12,036-12,036-100%$2.0M———
Global Retirement Partners, LLC
N/A—12,029-12,029-100%$2.0M———
Snowden Capital Advisors LLC
N/A—12,024-12,024-100%$2.0M———
Weaver C. Barksdale & Associates, Inc.
N/A—11,869-11,869-100%$2.0M———
River Wealth Advisors LLC
N/A—11,727-11,727-100%$2.0M———
Nicolet Bankshares Inc
N/A—11,630-11,630-100%$2.0M———
Private Capital Management, LLC
N/A—11,587-11,587-100%$2.0M———
Principal Securities, Inc.
N/A—11,529-11,529-100%$1.9M———
Evercore Wealth Management, LLC
N/A—11,457-11,457-100%$1.9M———
Brown Brothers Harriman & Co
N/A—11,290-11,290-100%$1.9M———
World Investment Advisors
N/A—11,181-11,181-100%$2.0M———
Icon Wealth Advisors, LLC
N/A—11,117-11,117-100%$1.9M———
Pallas Capital Advisors LLC
N/A—10,903-10,903-100%$1.8M———
Kentucky Retirement Systems Insurance Trust Fund
N/A—10,558-10,558-100%$1.8M———
Atom Investors LP
N/A—10,400-10,400-100%$1.8M———
Shelton Capital Management
N/A—10,395-10,395-100%$1.8M———
Stratos Investment Management, LLC
N/A—10,316-10,316-100%$1.7M———
Cannell & Spears LLC
N/A—10,300-10,300-100%$1.7M———
Thoroughbred Financial Services, LLC
N/A—10,266-10,266-100%$1.7M———
Bragg Financial Advisors, Inc
N/A—10,202-10,202-100%$1.7M———
Mitchell Mcleod Pugh & Williams Inc
N/A—9,945-9,945-100%$1.7M———
Danske Bank A/S
N/A—9,939-9,939-100%$1.7M———
Wealthspire Advisors, LLC
N/A—9,905-9,905-100%$1.7M———
Callan Family Office, LLC
N/A—9,814-9,814-100%$1.7M———
Smith, Moore & Co.
N/A—9,730-9,730-100%$1.6M———
Wahed Invest LLC
N/A—9,541-9,541-100%$1.6M———
Curi Capital, LLC
N/A—9,506-9,506-100%$1.6M———
Interval Partners, LP
N/A—9,464-9,464-100%$1.6M———
Beacon Investment Advisors LLC
N/A—9,401-9,401-100%$1.6M———
Cercano Management LLC
N/A—9,396-9,396-100%$1.6M———
Wimmer Associates 1, LLC
N/A—9,073-9,073-100%$1.5M———
Ingalls & Snyder LLC
N/A—8,915-8,915-100%$1.5M———
Tower Bridge Advisors
N/A—8,897-8,897-100%$1.5M———
Ilex Capital Partners (UK) LLP
N/A—8,864-8,864-100%$1.5M———
Fiduciary Trust Co
N/A—8,716-8,716-100%$1.5M———
FourThought Financial Partners, LLC
N/A—8,701-8,701-100%$1.5M———
Alpine Woods Capital Investors, LLC
N/A—8,644-8,644-100%$1.5M———
Lowe Brockenbrough & Co Inc
N/A—8,603-8,603-100%$1.5M———
Voleon Capital Management LP
N/A—8,512-8,512-100%$1.4M———
Harbour Investment Management LLC
N/A—8,428-8,428-100%$1.4M———
FOX RUN Management, L.L.C.
N/A—8,422-8,422-100%$1.4M———
Waddell & Associates, LLC
N/A—8,407-8,407-100%$1.4M———
RiverFront Investment Group, LLC
N/A—8,395-8,395-100%$1.4M———
Naviter Wealth, LLC
N/A—8,311-8,311-100%$1.4M———
Annis Gardner Whiting Capital Advisors, LLC
N/A—8,263-8,263-100%$1.4M———
Navalign, LLC
N/A—8,260-8,260-100%$1.4M———
Prudential PLC
N/A—8,243-8,243-100%$1.4M———
Fidelis Capital Partners, LLC
N/A—8,224-8,224-100%$1.4M———
SCP Investment, LP
N/A—8,188-8,188-100%$1.4M———
Argent Trust Co
N/A—8,185-8,185-100%$1.4M———
Intrust Bank NA
N/A—8,165-8,165-100%$1.4M———
Harbour Investments, Inc.
N/A—8,157-8,157-100%$1.4M———
Ausdal Financial Partners, Inc.
N/A—8,120-8,120-100%$1.4M———
Two Sigma Securities, LLC
N/A—8,059-8,059-100%$1.4M———
Optiver Holding B.V.
N/A—8,023-8,023-100%$1.4M———
Evolve Private Wealth, LLC
N/A—7,993-7,993-100%$1.4M———
Westmount Partners, LLC
N/A—7,987-7,987-100%$1.4M———
Virtu Financial LLC
N/A—7,964-7,964-100%$1.3M———
Groupama Asset Managment
N/A—7,950-7,950-100%$1.4M———
Moneta Group Investment Advisors LLC
N/A—7,766-7,766-100%$1.3M———
Van Hulzen Asset Management, LLC
N/A—7,737-7,737-100%$1.3M———
Vestcor Inc
N/A—7,727-7,727-100%$1.3M———
Cozad Asset Management Inc
N/A—7,693-7,693-100%$1.3M———
Denali Advisors LLC
N/A—7,605-7,605-100%$1.3M———
Savvy Advisors, Inc.
N/A—7,593-7,593-100%$1.3M———
Frec Markets, Inc.
N/A—7,423-7,423-100%$1.3M———
NewEdge Wealth, LLC
N/A—7,376-7,376-100%$1.2M———
Coastal Bridge Advisors, LLC
N/A—7,364-7,364-100%$1.2M———
Fiduciary Group, LLC
N/A—7,267-7,267-100%$1.2M———
Hilltop Holdings Inc.
N/A—7,261-7,261-100%$1.2M———
Resources Management Corp
N/A—7,178-7,178-100%$1.2M———
Godshalk Welsh Capital Management, Inc.
N/A—7,100-7,100-100%$1.2M———
Cladis Investment Advisory, LLC
N/A—7,079-7,079-100%$1.2M———
Erste Asset Management GmbH
N/A—7,000-7,000-100%$1.2M———
SBI Okasan Asset Management Co.Ltd.
N/A—7,000-7,000-100%$1.2M———
WealthTrust Axiom LLC
N/A—6,969-6,969-100%$1.2M———
SummitTX Capital, L.P.
N/A—6,860-6,860-100%$1.2M———
Commerzbank Aktiengesellschaft
N/A—6,789-6,789-100%$1.1M———
TCW Group Inc
N/A—6,768-6,768-100%$1.1M———
Corsicana & Co.
N/A—6,692-6,692-100%$1.1M———
Drucker Wealth 3.0, LLC
N/A—6,655-6,655-100%$1.1M———
America First Investment Advisors, LLC
N/A—6,580-6,580-100%$1.1M———
Mairs & Power Inc
N/A—6,554-6,554-100%$1.1M———
Bradley Foster & Sargent Inc
N/A—6,525-6,525-100%$1.1M———
Miller Investment Management, LP
N/A—6,500-6,500-100%$1.1M———
Old North State Trust, LLC
N/A—6,443-6,443-100%$1.1M———
Caerus Investment Advisors, LLC
N/A—6,420-6,420-100%$1.1M———
Essex Financial Services, Inc.
N/A—6,401-6,401-100%$1.1M———
ArrowMark Colorado Holdings LLC
N/A—6,400-6,400-100%$1.1M———
RWA Wealth Partners, LLC
N/A—6,358-6,358-100%$1.1M———
Dorsey & Whitney Trust Co LLC
N/A—6,335-6,335-100%$1.1M———
1ST Source Bank
N/A—6,321-6,321-100%$1.1M———
Regal Investment Advisors LLC
N/A—6,307-6,307-100%$1.1M———
American Financial Group Inc
N/A—6,250-6,250-100%$1.1M———
Employees Retirement System of Texas
N/A—6,248-6,248-100%$1.1M———
Osmosis Investment Management UK Ltd
N/A—6,218-6,218-100%$1.1M———
Tyche Wealth Partners LLC
N/A—6,186-6,186-100%$1.0M———
Peapack Gladstone Financial Corp
N/A—6,094-6,094-100%$1.0M———
Kovack Advisors, Inc.
N/A—6,023-6,023-100%$1.0M———
Concentric Capital Strategies, LP
N/A—5,965-5,965-100%$1.0M———
FAS Wealth Partners, Inc.
N/A—5,964-5,964-100%$1.0M———
Oversea-Chinese Banking Corp Ltd
N/A—5,926-5,926-100%$1.0M———
Texas Capital Bank Wealth Management Services Inc
N/A—5,914-5,914-100%$999.8K———
Arvest Bank Trust Division
N/A—5,871-5,871-100%$992.5K———
Tower Research Capital LLC (TRC)
N/A—5,859-5,859-100%$990.5K———
Strategic Financial Services, Inc.
N/A—5,857-5,857-100%$990.1K———
Saturna Capital Corp
N/A—5,794-5,794-100%$979.5K———
Smithfield Trust Co
N/A—5,714-5,714-100%$938.0K———
South Street Advisors LLC
N/A—5,700-5,700-100%$963.6K———
Keynote Financial Services LLC
N/A—5,687-5,687-100%$961.4K———
Alphadyne Asset Management LP
N/A—5,642-5,642-100%$953.8K———
Fairfield, Bush & Co.
N/A—5,617-5,617-100%$949.5K———
Boothbay Fund Management, LLC
N/A—5,615-5,615-100%$949.2K———
Atlas Legacy Advisors, LLC
N/A—5,585-5,585-100%$932.1K———
Aigen Investment Management, LP
N/A—5,522-5,522-100%$933.5K———
Whittier Trust Co of Nevada Inc
N/A—5,475-5,475-100%$979.1K———
Rothschild Wealth LLC
N/A—5,444-5,444-100%$920.2K———
Checchi Capital Advisers, LLC
N/A—5,442-5,442-100%$920.0K———
Syon Capital LLC
N/A—5,392-5,392-100%$911.5K———
Belpointe Asset Management LLC
N/A—5,352-5,352-100%$904.8K———
Doheny Asset Management
N/A—5,329-5,329-100%$901.0K———
Aster Capital Management (Difc) Ltd
N/A—5,246-5,246-100%$886.8K———
BWM Planning, LLC
N/A—5,240-5,240-100%$885.8K———
Rathbones Group PLC
N/A—5,226-5,226-100%$883.5K———
Pine Valley Investments Ltd Liability Co
N/A—5,171-5,171-100%$874.2K———
Bridges Investment Management Inc
N/A—5,152-5,152-100%$870.9K———
Compass Capital Corp
N/A—5,139-5,139-100%$1.1M———
Amova Asset Management Americas, Inc.
N/A—5,117-5,117-100%$864.7K———
Lombard Odier Asset Management (Switzerland) SA
N/A—5,056-5,056-100%$854.7K———
Chilton Investment Co Inc.
N/A—5,015-5,015-100%$847.8K———
Ceeto Capital Group, LLC
N/A—5,000-5,000-100%$845.0K———
Rexford Capital Inc
N/A—4,998-4,998-100%$844.9K———
Venturi Wealth Management, LLC
N/A—4,944-4,944-100%$835.6K———
CSS LLC
N/A—4,930-4,930-100%$833.4K———
Drive Wealth Management, LLC
N/A—4,836-4,836-100%$817.6K———
Garrison Point Advisors, LLC
N/A—4,828-4,828-100%$816.2K———
Smartleaf Asset Management LLC
N/A—4,826-4,826-100%$840.0K———
SIG Brokerage, LP
N/A—4,758-4,758-100%$804.3K———
Jackson Thornton Wealth Management, LLC
N/A—4,751-4,751-100%$803.2K———
First National Bank & Trust Co of Newtown
N/A—4,651-4,651-100%$984.5K———
Siemens Fonds Invest GmbH
N/A—4,649-4,649-100%$785.9K———
Tiaa Wealth Investment Management LLC
N/A—4,611-4,611-100%$779.6K———
5T Wealth, LLC
N/A—4,574-4,574-100%$773.2K———
Bank of Hawaii
N/A—4,566-4,566-100%$771.9K———
Redwood Investment Management, LLC
N/A—4,543-4,543-100%$768.0K———
Everpar Advisors LLC
N/A—4,480-4,480-100%$757.3K———
Roehl & Yi Investment Advisors, LLC
N/A—4,452-4,452-100%$752.6K———
Mangrove Partners IM, LLC
N/A—4,447-4,447-100%$751.8K———
Peregrine Asset Advisers, Inc.
N/A—4,444-4,444-100%$751.3K———
GWN Securities Inc.
N/A—4,388-4,388-100%$741.8K———
Harvest Fund Management Co., Ltd
N/A—4,338-4,338-100%$733.0K———
Moment Partners, LLC
N/A—4,327-4,327-100%$731.5K———
Hantz Financial Services, Inc.
N/A—4,306-4,306-100%$728.0K———
West Family Investments, Inc.
N/A—4,280-4,280-100%$723.5K———
Sfmg, LLC
N/A—4,265-4,265-100%$720.9K———
Jupiter Wealth Management LLC
N/A—4,200-4,200-100%$710.0K———
Freestone Capital Holdings, LLC
N/A—4,193-4,193-100%$708.8K———
Jacobs Equity LLC
N/A—4,180-4,180-100%$706.6K———
Modern Wealth Management, LLC
N/A—4,172-4,172-100%$705.1K———
Basepoint Wealth LLC
N/A—4,165-4,165-100%$704.0K———
Bank of Marin
N/A—4,141-4,141-100%$700.0K———
SAM Advisors, LLC
N/A—4,136-4,136-100%$699.2K———
1248 Management, LLC
N/A—4,134-4,134-100%$698.9K———
Catalyst Funds Management Pty Ltd
N/A—4,100-4,100-100%$693.1K———
Spinnaker Trust
N/A—4,075-4,075-100%$688.9K———
Whalerock Point Partners, LLC
N/A—4,044-4,044-100%$683.6K———
Clearbridge Investments, LLC
N/A—4,027-4,027-100%$680.8K———
Sharp Wealth Advisory, LLC
N/A—3,966-3,966-100%$670.4K———
EntryPoint Capital, LLC
N/A—3,898-3,898-100%$659.0K———
Whittier Trust Co
N/A—3,883-3,883-100%$688.6K———
Ballentine Partners, LLC
N/A—3,883-3,883-100%$656.4K———
Affinity Investment Advisors, LLC
N/A—3,870-3,870-100%$654.2K———
Campion Asset Management
N/A—3,867-3,867-100%$653.7K———
Clarity Financial LLC
N/A—3,861-3,861-100%$652.6K———
Donaldson Capital Management, LLC
N/A—3,857-3,857-100%$652.1K———
Keel Point, LLC
N/A—3,845-3,845-100%$650.1K———
Roberts Glore & Co Inc
N/A—3,806-3,806-100%$643.4K———
Ameritas Advisory Services, LLC
N/A—3,800-3,800-100%$642.4K———
Patron Partners, LLC
N/A—3,781-3,781-100%$639.2K———
Advisory Alpha, LLC
N/A—3,753-3,753-100%$634.8K———
Trustmark Bank Trust Department
N/A—3,695-3,695-100%$624.6K———
Legacy Financial Advisors, Inc.
N/A—3,678-3,678-100%$621.8K———
National Philanthropic Trust
N/A—3,557-3,557-100%$601.3K———
Harbor Advisors LLC
N/A—3,541-3,541-100%$598.6K———
Snowwater Investment Partners, LLC
N/A—3,532-3,532-100%$597.1K———
Empirical Asset Management, LLC
N/A—3,514-3,514-100%$594.1K———
Headlands Technologies LLC
N/A—3,513-3,513-100%$593.9K———
Dearborn Partners LLC
N/A—3,513-3,513-100%$593.9K———
Oxford Asset Management LLP
N/A—3,509-3,509-100%$593.2K———
Schnieders Capital Management, Llc.
N/A—3,508-3,508-100%$593.0K———
Crawford Investment Counsel Inc
N/A—3,492-3,492-100%$590.3K———
9823 Capital, L.P.
N/A—3,438-3,438-100%$581.2K———
Clifford Group, LLC
N/A—3,427-3,427-100%$579.4K———
Tripletail Wealth Management, LLC
N/A—3,416-3,416-100%$602.7K———
Second Line Capital, LLC
N/A—3,415-3,415-100%$577.3K———
Field & Main Bank
N/A—3,407-3,407-100%$576.0K———
BFC Planning, Inc.
N/A—3,361-3,361-100%$568.2K———
Lionhunter Capital Management, LLC
N/A—3,356-3,356-100%$567.3K———
Berkshire Asset Management LLC
N/A—3,304-3,304-100%$558.5K———
Numerai GP LLC
N/A—3,266-3,266-100%$552.1K———
Fi3 Financial Advisors, LLC
N/A—3,228-3,228-100%$588.7K———
Foster & Motley Inc
N/A—3,225-3,225-100%$545.0K———
IFG Advisory, LLC
N/A—3,222-3,222-100%$544.7K———
Lcnb Corp
N/A—3,209-3,209-100%$542.5K———
OneAscent Financial Services LLC
N/A—3,202-3,202-100%$541.3K———
Faithward Advisors, LLC
N/A—3,187-3,187-100%$538.8K———
Ethos Financial Group, LLC
N/A—3,084-3,084-100%$577.4K———
Roundview Capital LLC
N/A—3,075-3,075-100%$519.8K———
Strategic Wealth Partners, Ltd.
N/A—3,065-3,065-100%$518.1K———
Runnymede Capital Advisors, Inc.
N/A—3,056-3,056-100%$516.6K———
Nwam LLC
N/A—3,047-3,047-100%$515.2K———
Lummis Asset Management, LP
N/A—3,011-3,011-100%$627.9K———
Waterloo Capital, L.P.
N/A—3,001-3,001-100%$507.3K———
Knightsbridge Asset Management, LLC
N/A—2,997-2,997-100%$506.6K———
Clark Capital Management Group, Inc.
N/A—2,994-2,994-100%$506.1K———
Vectors Research Management, LLC
N/A—2,985-2,985-100%$504.6K———
Magnetar Financial LLC
N/A—2,969-2,969-100%$501.9K———
Lazard Asset Management LLC
N/A—2,954-2,954-100%$499.4K———
Thomasville National Bank
N/A—2,934-2,934-100%$496.0K———
Estabrook Capital Management
N/A—2,929-2,929-100%$495.1K———
Beto Financial Group, LLC
N/A—2,923-2,923-100%$610.3K———
Cambria Investment Management, L.P.
N/A—2,911-2,911-100%$492.1K———
Westpac Banking Corp
N/A—2,860-2,860-100%$483.5K———
NorthRock Partners, LLC
N/A—2,819-2,819-100%$476.6K———
Beaton Management Co. Inc.
N/A—2,808-2,808-100%$475.0K———
Picton Mahoney Asset Management
N/A—2,807-2,807-100%$474.5K———
Mayflower Financial Advisors, LLC
N/A—2,803-2,803-100%$473.8K———
Hills Bank & Trust Co
N/A—2,781-2,781-100%$470.1K———
USA Financial Formulas
N/A—2,765-2,765-100%$467.4K———
DRW Securities, LLC
N/A—2,764-2,764-100%$465.3K———
M3 Advisory Group, LLC
N/A—2,677-2,677-100%$452.5K———
Canal Capital Management, LLC
N/A—2,646-2,646-100%$447.3K———
Aristotle Capital Management, LLC
N/A—2,631-2,631-100%$444.8K———
Dodge & COX
N/A—2,600-2,600-100%$439.5K———
Baldwin Investment Management, LLC
N/A—2,600-2,600-100%$439.5K———
Caxton Associates LLP
N/A—2,590-2,590-100%$437.8K———
Mosaic Family Wealth Partners, LLC
N/A—2,588-2,588-100%$437.5K———
Wick Capital Partners, LLC
N/A—2,577-2,577-100%$435.6K———
Bluespring Wealth Management, LLC
N/A—2,561-2,561-100%$432.9K———
Stratos Wealth Advisors, LLC
N/A—2,560-2,560-100%$432.9K———
Keebeck Wealth Management
N/A—2,557-2,557-100%$432.3K———
Meiji Yasuda Asset Management Co Ltd.
N/A—2,548-2,548-100%$430.7K———
Red Door Wealth Management, LLC
N/A—2,544-2,544-100%$430.1K———
Kera Capital Partners, Inc.
N/A—2,534-2,534-100%$428.4K———
Fortune Financial Advisors, LLC
N/A—2,520-2,520-100%$426.0K———
JT Stratford LLC
N/A—2,515-2,515-100%$425.2K———
Strategies Wealth Advisors, LLC
N/A—2,511-2,511-100%$424.5K———
CoreFirst Bank & Trust
N/A—2,508-2,508-100%$424.0K———
AlphaGrep UK Ltd
N/A—2,499-2,499-100%$422.5K———
Jaffetilchin Investment Partners, LLC
N/A—2,498-2,498-100%$422.3K———
Kintra Wealth, LLC
N/A—2,468-2,468-100%$574.0K———
Sound View Wealth Advisors Group, LLC
N/A—2,466-2,466-100%$416.9K———
Vanguard National Trust Co
N/A—2,463-2,463-100%$416.4K———
Mirabella Financial Services LLP
N/A—2,463-2,463-100%$416.4K———
TD Capital Management LLC
N/A—2,444-2,444-100%$413.1K———
Fortis Capital Advisors, LLC
N/A—2,433-2,433-100%$411.3K———
Fort Sheridan Advisors LLC
N/A—2,426-2,426-100%$410.0K———
Blue Edge Capital, LLC
N/A—2,423-2,423-100%$409.7K———
Calydon Capital
N/A—2,408-2,408-100%$407.1K———
Pure Financial Advisors, LLC
N/A—2,371-2,371-100%$400.8K———
Marietta Investment Partners LLC
N/A—2,360-2,360-100%$399.0K———
Neo Ivy Capital Management
N/A—2,359-2,359-100%$398.8K———
Quent Capital, LLC
N/A—2,358-2,358-100%$398.7K———
Marble Wealth, LLC
N/A—2,352-2,352-100%$397.6K———
CFO4Life Group, LLC
N/A—2,351-2,351-100%$397.5K———
Summitry LLC
N/A—2,322-2,322-100%$392.5K———
Transamerica Financial Advisors, LLC
N/A—2,310-2,310-100%$390.6K———
Philadelphia Investment Partners, LLC
N/A—2,299-2,299-100%$534.8K———
L2 Asset Management, LLC
N/A—2,288-2,288-100%$386.8K———
Disciplined Investors, L.L.C.
N/A—2,287-2,287-100%$386.7K———
Duncan Williams Asset Management, LLC
N/A—2,287-2,287-100%$386.6K———
Chelsea Counsel Co
N/A—2,285-2,285-100%$386.3K———
Insigneo Advisory Services, LLC
N/A—2,280-2,280-100%$385.4K———
Proficio Capital Partners LLC
N/A—2,273-2,273-100%$384.3K———
Denver Wealth Management, Inc.
N/A—2,257-2,257-100%$381.5K———
Ruggaard & Associates LLC
N/A—2,254-2,254-100%$381.0K———
GeoWealth Management, LLC
N/A—2,252-2,252-100%$380.9K———
Stokes Family Office, LLC
N/A—2,247-2,247-100%$379.8K———
Berger Financial Group, Inc
N/A—2,211-2,211-100%$373.8K———
Flatrock Wealth Partners LLC
N/A—2,197-2,197-100%$371.3K———
Founders Financial Alliance, LLC
N/A—2,194-2,194-100%$370.8K———
VeraBank, N.A.
N/A—2,191-2,191-100%$370.4K———
Sandy Cove Advisors, LLC
N/A—2,159-2,159-100%$365.0K———
Capital Analysts, LLC
N/A—2,127-2,127-100%$360.0K———
Prosperity Consulting Group, LLC
N/A—2,123-2,123-100%$358.9K———
North Star Asset Management Inc
N/A—2,112-2,112-100%$357.0K———
Financial Engines Advisors L.L.C.
N/A—2,108-2,108-100%$356.4K———
Goodman Financial Corp
N/A—2,106-2,106-100%$356.0K———
Port Capital LLC
N/A—2,103-2,103-100%$355.5K———
Anchor Investment Management, LLC
N/A—2,094-2,094-100%$354.0K———
New World Advisors LLC
N/A—2,086-2,086-100%$352.6K———
Brooks, Moore & Associates, Inc.
N/A—2,085-2,085-100%$352.5K———
Trivium Point Advisory, LLC
N/A—2,066-2,066-100%$349.3K———
Farringdon Capital, Ltd.
N/A—2,058-2,058-100%$347.9K———
Parallax Volatility Advisers, L.P.
N/A—2,031-2,031-100%$343.3K———
Cape COD Five Cents Savings Bank
N/A—2,029-2,029-100%$343.0K———
LeClair Wealth Partners LLC
N/A—2,005-2,005-100%$338.9K———
Highlander Partners, L.P.
N/A—2,000-2,000-100%$338.1K———
Callahan Advisors, LLC
N/A—2,000-2,000-100%$338.1K———
Broderick Brian C
N/A—1,990-1,990-100%$336.4K———
Monetary Management Group Inc
N/A—1,980-1,980-100%$334.7K———
Basecamp Wealth Advisors LLC
N/A—1,980-1,980-100%$334.7K———
Fuller & Thaler Asset Management, Inc.
N/A—1,976-1,976-100%$334.0K———
Tulsa Wealth Advisors, Inc
N/A—1,975-1,975-100%$333.9K———
Intrinsic Value Partners, LLC
N/A—1,957-1,957-100%$330.8K———
Pettyjohn, Wood & White, Inc
N/A—1,945-1,945-100%$328.8K———
Trillium Asset Management, LLC
N/A—1,930-1,930-100%$326.3K———
Ostrum Asset Management
N/A—1,918-1,918-100%$324.2K———
Financial Advisors Network, Inc.
N/A—1,911-1,911-100%$323.0K———
Vega Investment Solutions
N/A—1,900-1,900-100%$332.6K———
Prelude Capital Management, LLC
N/A—1,899-1,899-100%$321.0K———
Signet Private Wealth LLC
N/A—1,894-1,894-100%$320.2K———
Hexagon Capital Partners LLC
N/A—1,886-1,886-100%$318.9K———
HHM Wealth Advisors, LLC
N/A—1,868-1,868-100%$315.8K———
Family Manage LLC
N/A—1,868-1,868-100%$315.8K———
McGowan Group Asset Management, Inc.
N/A—1,866-1,866-100%$315.5K———
RD Lewis Holdings, Inc.
N/A—1,863-1,863-100%$410.6K———
X-Square Capital, LLC
N/A—1,859-1,859-100%$314.0K———
Rehmann Capital Advisory Group
N/A—1,859-1,859-100%$314.4K———
Alan B Lancz & Associates, Inc.
N/A—1,857-1,857-100%$313.9K———
TRB Wealth Management, LLC
N/A—1,857-1,857-100%$313.9K———
Silver OAK Securities, Incorporated
N/A—1,850-1,850-100%$312.7K———
Lbmc Investment Advisors, LLC
N/A—1,840-1,840-100%$311.0K———
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A—1,823-1,823-100%$308.2K———
Inceptionr LLC
N/A—1,814-1,814-100%$306.7K———
Wealth Management Associates, Inc.
N/A—1,809-1,809-100%$305.8K———
Pinnacle Family Advisors, LLC
N/A—1,802-1,802-100%$304.7K———
Dividend Assets Capital, LLC
N/A—1,797-1,797-100%$303.8K———
Viawealth, LLC
N/A—1,795-1,795-100%$303.4K———
Silver Coast Investments LLC
N/A—1,795-1,795-100%$303.4K———
Pursuit Wealth Strategies, LLC
N/A—1,794-1,794-100%$303.3K———
Stonebrook Private Inc.
N/A—1,789-1,789-100%$302.4K———
Keating Financial Advisory Services, Inc.
N/A—1,787-1,787-100%$302.2K———
Stevens Capital Management LP
N/A—1,760-1,760-100%$298.0K———
Weik Capital Management
N/A—1,760-1,760-100%$297.5K———
Perennial Investment Advisors, LLC
N/A—1,753-1,753-100%$296.3K———
LM Advisors LLC
N/A—1,742-1,742-100%$295.0K———
Next Capital Management LLC
N/A—1,738-1,738-100%$293.8K———
Per Stirling Capital Management, Llc.
N/A—1,735-1,735-100%$293.3K———
Centaurus Financial, Inc.
N/A—1,718-1,718-100%$290.0K———
Northwest Quadrant Wealth Management, LLC
N/A—1,710-1,710-100%$289.1K———
Strait & Sound Wealth Management LLC
N/A—1,705-1,705-100%$288.2K———
Owlhouse Capital LP
N/A—1,700-1,700-100%$287.4K———
SCS Capital Management LLC
N/A—1,700-1,700-100%$287.5K———
Athena Investment Management
N/A—1,698-1,698-100%$287.0K———
Crestmont Private Wealth LLC
N/A—1,697-1,697-100%$286.9K———
Threadgill Financial, LLC
N/A—1,693-1,693-100%$286.2K———
Stoneridge Investment Partners LLC
N/A—1,679-1,679-100%$355———
LRI Investments, LLC
N/A—1,678-1,678-100%$283.7K———
Cambient Family Office, LLC
N/A—1,677-1,677-100%$283.5K———
SageView Advisory Group, LLC
N/A—1,669-1,669-100%$282.0K———
Delta Investment Management, LLC
N/A—1,667-1,667-100%$281.8K———
Prestige Wealth Management Group LLC
N/A—1,665-1,665-100%$281.5K———
Atlas Capital Advisors Inc.
N/A—1,638-1,638-100%$276.9K———
Wealthspan Partners, LLC
N/A—1,625-1,625-100%$274.7K———
EWA, LLC
N/A—1,625-1,625-100%$274.8K———
Measured Wealth Private Client Group, LLC
N/A—1,617-1,617-100%$273.4K———
CarsonAllaria Wealth Management, Ltd.
N/A—1,613-1,613-100%$272.6K———
Continuum Advisory, LLC
N/A—1,610-1,610-100%$272.2K———
Sovereign Financial Group, Inc.
N/A—1,595-1,595-100%$269.6K———
M1 Capital Management LLC
N/A—1,593-1,593-100%$269.3K———
Choate Investment Advisors
N/A—1,592-1,592-100%$269.1K———
Defiance ETFs, LLC
N/A—1,585-1,585-100%$276.6K———
Pgim Custom Harvest LLC
N/A—1,585-1,585-100%$267.9K———
Octavia Wealth Advisors, LLC
N/A—1,581-1,581-100%$267.3K———
Fukoku Mutual Life Insurance Co
N/A—1,579-1,579-100%$266.9K———
Birmingham Capital Management Co Inc
N/A—1,573-1,573-100%$266.0K———
E Fund Management Co., Ltd.
N/A—1,567-1,567-100%$264.9K———
Brookwood Investment Group LLC
N/A—1,561-1,561-100%$263.9K———
Novak & Powell Financial Services, Inc.
N/A—1,560-1,560-100%$263.8K———
Allianz SE
N/A—1,550-1,550-100%$262.0K———
Atalanta Sosnoff Capital, LLC
N/A—1,548-1,548-100%$261.7K———
Schrum Private Wealth Management LLC
N/A—1,542-1,542-100%$226.2K———
Hurricane Capital Advisors LLC
N/A—1,520-1,520-100%$257.0K———
Cahill Financial Advisors Inc
N/A—1,519-1,519-100%$256.7K———
Apriem Advisors
N/A—1,500-1,500-100%$253.6K———
Calton & Associates, Inc.
N/A—1,499-1,499-100%$253.3K———
HighPoint Advisor Group LLC
N/A—1,497-1,497-100%$253.1K———
Fielder Capital Group LLC
N/A—1,496-1,496-100%$252.9K———
Cofg Advisors, LLC
N/A—1,484-1,484-100%$250.8K———
Semper Augustus Investments Group LLC
N/A—1,472-1,472-100%$248.8K———
Whetstone Capital Advisors, LLC
N/A—1,469-1,469-100%$248.3K———
Zhang Financial LLC
N/A—1,467-1,467-100%$247.9K———
Sagewood Asset Management LP
N/A—1,452-1,452-100%$245.5K———
Astoria Portfolio Advisors Llc.
N/A—1,448-1,448-100%$244.8K———
NorthCoast Asset Management LLC
N/A—1,437-1,437-100%$243.0K———
Hutchinson Capital Management
N/A—1,417-1,417-100%$239.5K———
Z3 Capital Partners, LLC
N/A—1,402-1,402-100%$237.0K———
Advyzon Investment Management, LLC
N/A—1,402-1,402-100%$236.9K———
DV Trading LLC
N/A—1,400-1,400-100%$236.7K———
Liberty Wealth Management LLC
N/A—1,398-1,398-100%$254.6K———
Resolute Wealth Strategies, LLC
N/A—1,396-1,396-100%$235.9K———
Optas, LLC
N/A—1,393-1,393-100%$235.5K———
Cardiff Park Advisors, LLC
N/A—1,388-1,388-100%$234.6K———
Saiph Capital, LLC
N/A—1,379-1,379-100%$233.1K———
Henrickson Nauta Wealth Advisors, Inc.
N/A—1,375-1,375-100%$232.4K———
Heartland Bank & Trust Co
N/A—1,371-1,371-100%$231.8K———
Azimuth Capital Investment Management LLC
N/A—1,366-1,366-100%$230.9K———
Meridian Wealth Advisors, LLC
N/A—1,359-1,359-100%$229.7K———
CM Wealth Advisors LLC
N/A—1,353-1,353-100%$228.7K———
JTC Employer Solutions Trustee Ltd
N/A—1,353-1,353-100%$229.0K———
Klcm Advisors, Inc.
N/A—1,350-1,350-100%$228.2K———
Hirtle & Co., LLC
N/A—1,350-1,350-100%$228.2K———
New Republic Capital, LLC
N/A—1,349-1,349-100%$228.0K———
WealthShield Partners, LLC
N/A—1,336-1,336-100%$225.9K———
Quarry LP
N/A—1,333-1,333-100%$225.3K———
Vance Wealth, LLC
N/A—1,332-1,332-100%$225.1K———
First Foundation Advisors
N/A—1,331-1,331-100%$225.0K———
Expressive Wealth LLC
N/A—1,331-1,331-100%$225.0K———
BSW Wealth Partners
N/A—1,304-1,304-100%$220.5K———
Edmond de Rothschild Holding S.A.
N/A—1,300-1,300-100%$219.8K———
AssuredPartners Investment Advisors, LLC
N/A—1,289-1,289-100%$217.9K———
Bay Rivers Group
N/A—1,282-1,282-100%$216.7K———
Caitlin John, LLC
N/A—1,278-1,278-100%$216.0K———
Evelyn Partners Group Ltd
N/A—1,270-1,270-100%$214.7K———
Pointe Capital Management LLC
N/A—1,261-1,261-100%$213.2K———
Townsquare Capital LLC
N/A—1,252-1,252-100%$211.6K———
Shufro Rose & Co LLC
N/A—1,250-1,250-100%$211.3K———
Private Wealth Asset Management, LLC
N/A—1,246-1,246-100%$210.7K———
Performance Wealth Partners, LLC
N/A—1,238-1,238-100%$209.3K———
Caldwell Sutter Capital, Inc.
N/A—1,234-1,234-100%$208.7K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—1,234-1,234-100%$208.6K———
Ponta Wealth Partners, LLC
N/A—1,233-1,233-100%$208.4K———
CVA Family Office, LLC
N/A—1,231-1,231-100%$208.1K———
Wealth Alliance, LLC
N/A—1,222-1,222-100%$206.6K———
Capstone Financial Advisors, Inc.
N/A—1,221-1,221-100%$206.4K———
Spirepoint Private Client, LLC
N/A—1,221-1,221-100%$206.4K———
First Western Trust Bank
N/A—1,210-1,210-100%$204.6K———
City National Bank of Florida
N/A—1,200-1,200-100%$202.9K———
MJP Associates Inc
N/A—1,200-1,200-100%$202.9K———
Meiji Yasuda Life Insurance Co
N/A—1,200-1,200-100%$202.9K———
Charter Research & Investment Group, Inc.
N/A—1,198-1,198-100%$202.5K———
Safeguard Investment Advisory Group, LLC
N/A—1,191-1,191-100%$201.4K———
Pring Turner Capital Group Inc
N/A—1,141-1,141-100%$234.6K———
Centennial Bank
N/A—1,125-1,125-100%$190.2K———
ST Germain D J Co Inc
N/A—1,096-1,096-100%$185.3K———
Cyber Hornet ETFs LLC
N/A—1,089-1,089-100%$184.1K———
Sittner & Nelson, LLC
N/A—1,061-1,061-100%$179.4K———
Motco
N/A—1,034-1,034-100%$174.8K———
Bravera Wealth
N/A—1,000-1,000-100%$169.1K———
Core Capital Management & Research, inc.
N/A—1,000-1,000-100%$242.9K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—998-998-100%$168.7K———
Napier Financial, LLC
N/A—972-972-100%$164.3K———
Cary Street Partners Investment Advisory LLC
N/A—965-965-100%$163.1K———
Kayne Anderson Rudnick Investment Management LLC
N/A—963-963-100%$162.8K———
Tanglewood Legacy Advisors, LLC
N/A—950-950-100%$160.6K———
BlackDiamond Wealth Management, LLC
N/A—943-943-100%$203.2K———
Beaird Harris Wealth Management, LLC
N/A—939-939-100%$158.8K———
Broadwater Capital Management LLC
N/A—900-900-100%$152.1K———
VSM Wealth Advisory, LLC
N/A—833-833-100%$140.8K———
Rialto Wealth Management, LLC
N/A—800-800-100%$135.3K———
Regatta Research & Money Management
N/A—776-776-100%$131.1K———
SHP Wealth Management
N/A—745-745-100%$126.0K———
Glen Eagle Advisors, LLC
N/A—728-728-100%$123.1K———
Park Place Capital Corp
N/A—722-722-100%$122.1K———
Riverview Trust Co
N/A—703-703-100%$118.8K———
Elequin Capital, LP
N/A—681-681-100%$115.1K———
Greykasell Wealth Strategies, Inc.
N/A—588-588-100%$99.3K———
McMillan Office, Inc.
N/A—552-552-100%$93.3K———
Mark Sheptoff Financial Planning, LLC
N/A—550-550-100%$93.0K———
Front Row Advisors LLC
N/A—535-535-100%$120.0K———
JPL Wealth Management, LLC
N/A—533-533-100%$90.1K———
Steigerwald, Gordon & Koch Inc.
N/A—531-531-100%$89.8K———
Aventura Private Wealth, LLC
N/A—521-521-100%$88.1K———
Ogorek Anthony Joseph
N/A—516-516-100%$87.0K———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—510-510-100%$86.2K———
Morse Asset Management, Inc
N/A—475-475-100%$80.3K———
1 North Wealth Services LLC
N/A—474-474-100%$80.1K———
GW&K Investment Management, LLC
N/A—464-464-100%$78.0K———
Webster Bank, N. A.
N/A—458-458-100%$77.4K———
PIN OAK Investment Advisors Inc
N/A—450-450-100%$76.0K———
Medallion Wealth Advisors, LLC
N/A—449-449-100%$76.0K———
Fiduciary Financial Advisors
N/A—433-433-100%$72.0K———
Johnson Financial Group, Inc.
N/A—426-426-100%$72.0K———
Financial Gravity Companies, Inc.
N/A—397-397-100%$67.1K———
Cornerstone Financial Management LLC
N/A—390-390-100%$65.9K———
Cbiz Investment Advisory Services, LLC
N/A—375-375-100%$68.3K———
Forum Finance Group S.A.
N/A—370-370-100%$51———
Copia Wealth Management
N/A—363-363-100%$61.4K———
Battery Global Advisors, LLC
N/A—358-358-100%$60.5K———
Operose Advisors LLC
N/A—350-350-100%$59.2K———
Jackson, Grant Investment Advisers, Inc.
N/A—350-350-100%$59.2K———
Truvestments Capital LLC
N/A—340-340-100%$57.5K———
BOK Financial Private Wealth, Inc.
N/A—328-328-100%$55.4K———
EFG International AG
N/A—325-325-100%$54.9K———
Meeder Asset Management Inc
N/A—310-310-100%$52.4K———
Boreal Capital Management LLC
N/A—300-300-100%$50.7K———
N.E.W. Advisory Services LLC
N/A—288-288-100%$48.8K———
Tacita Capital Inc
N/A—286-286-100%$48.3K———
Crews Bank & Trust
N/A—285-285-100%$48.2K———
Crewe Advisors LLC
N/A—272-272-100%$46.0K———
Graney & King, LLC
N/A—258-258-100%$43.6K———
CNB Bank
N/A—257-257-100%$43.4K———
Rogco, LP
N/A—250-250-100%$42.3K———
Security National Bank of Sioux City Iowa
N/A—250-250-100%$42.3K———
Balyasny Asset Management L.P.
N/A—239-239-100%$40.4K———
Fourth Dimension Wealth, LLC
N/A—225-225-100%$38.0K———
Nova Wealth Management, Inc.
N/A—218-218-100%$36.9K———
KEB Asset Management, LLC
N/A—214-214-100%$36.2K———
Bruce G. Allen Investments, LLC
N/A—210-210-100%$35.5K———
Delos Wealth Advisors, LLC
N/A—200-200-100%$33.8K———
Vision Retirement, LLC
N/A—190-190-100%$32.1K———
Silvant Capital Management LLC
N/A—186-186-100%$31.4K———
E Fund Management (Hong Kong) Co., Ltd.
N/A—182-182-100%$30.8K———
Walsh & Associates, LLC
N/A—170-170-100%$28.7K———
South Dakota Investment Council
N/A—169-169-100%$29———
Kemnay Advisory Services Inc.
N/A—169-169-100%$28.6K———
Sachetta, LLC
N/A—147-147-100%$24.9K———
Strategic Investment Solutions, Inc.
N/A—145-145-100%$24.6K———
Roble, Belko & Company, Inc
N/A—141-141-100%$24.0K———
Bogart Wealth, LLC
N/A—141-141-100%$23.9K———
PlanVest Financial, Inc
N/A—137-137-100%$23.2K———
Heritage Wealth Advisors
N/A—131-131-100%$22.1K———
S&T Bank
N/A—128-128-100%$21.6K———
Security National Bank of SO DAK
N/A—124-124-100%$21.0K———
Millstone Evans Group, LLC
N/A—121-121-100%$20.5K———
Mcguire Capital Advisors Inc
N/A—118-118-100%$19.9K———
Manning & Napier Advisors LLC
N/A—114-114-100%$19.8K———
LGT Financial Advisors LLC
N/A—112-112-100%$19.0K———
Marshall Investment Management, LLC
N/A—112-112-100%$18.9K———
Aberdeen Wealth Management LLC
N/A—108-108-100%$18.3K———
Raffa Wealth Management, LLC
N/A—105-105-100%$17.8K———
Tiaa Trust, National Association
N/A—100-100-100%$16.9K———
SOA Wealth Advisors, Llc.
N/A—90-90-100%$15.3K———
Dogwood Wealth Management LLC
N/A—89-89-100%$15.0K———
Mpwm Advisory Solutions, LLC
N/A—84-84-100%$14.2K———
Bank of the Bluegrass & Trust Co.
N/A—78-78-100%$19.9K———
Synergy Investment Management, LLC
N/A—73-73-100%$15.1K———
Prosperity Bancshares Inc
N/A—66-66-100%$11.2K———
Lavaca Capital LLC
N/A—66-66-100%$11.2K———
Leo H. Evart, Inc.
N/A—64-64-100%$10.9K———
Westend Capital Management, LLC
N/A—59-59-100%$10.0K———
HighMark Wealth Management LLC
N/A—56-56-100%$9.5K———
Oakmont Advisory Group, LLC
N/A—54-54-100%$9.1K———
Ameriflex Group, Inc.
N/A—52-52-100%$8.8K———
Kerr Financial Planning Corp
N/A—52-52-100%$8.7K———
Kilter Group LLC
N/A—51-51-100%$8.6K———
Osbon Capital Management LLC
N/A—38-38-100%$6.5K———
Delta Asset Management LLC
N/A—36-36-100%$6.1K———
Penserra Capital Management LLC
N/A—33-33-100%$5———
Tidemark, LLC
N/A—33-33-100%$5.6K———
HFM Investment Advisors, LLC
N/A—27-27-100%$4.6K———
WealthCollab, LLC
N/A—24-24-100%$4.1K———
Dunhill Financial, LLC
N/A—22-22-100%$3.8K———
IMA Advisory Services, Inc.
N/A—20-20-100%$3.4K———
Nalls Sherbakoff Group, LLC
N/A—17-17-100%$2.9K———
1015 Capital Partners, LLC
N/A—13-13-100%$2.2K———
Seneschal Advisors, LLC
N/A—6-6-100%$1.0K———
Alerus Financial NA
N/A—5-5-100%$845———
Vanguard Advisers Inc
N/A—3-3-100%$507———
Atlantic Private Wealth, LLC
N/A—2-2-100%$341———
Highland Investment Advisors LLC
N/A—1-1-100%$169———
Sankala Group LLC
N/A—1-1-100%$242———
Ross\johnson & Associates LLC
N/A—1-1-100%$169———
Showing 2393 of 2393 institutions